HomeMy WebLinkAbout07-11-14 (2) J 1505611184
REV-1500 Ex(°'-11)(R)I
enns lvania
Bu OFFICIAL USE ONLY
• Department of Revenue PE E Y
Bureau of Individual Taxes County Code Year File Number
PO BOX 28o6o1 INHERITANCE TAX RETURN
Harrisburg,PA 19128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number - Date of Death MMDDYYYY Date of Birth MMDDYYYY
10212013 11161925
Decedent's Last Name Suffix Decedent's First Name MI
IECKES D JEANNE I G]
(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 O 2. Supplemental Return O 3. Remainder Return(date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit(date of death O 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Schedule 0)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD L. ECKERSLEY, CPA 570-346-8425
REGISTER OF WILLS USE ONLY
:E �
First line of address �O
177 _'
1434 LACKAWANNA AVENUE -"
cn �J
Second line of address _- <,
0 4_ _H
City or Post Office State ZIP Code DATE FILIE1 fV /;l CD
IV -n
SCRANTON PA 18503 �`
Correspondent's e-mail address:
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the hest of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
-7 11011%4
ADDRESS` \ _
SIGNATURE 0jF..-PREPAAE8,VtR L E '� DATE
ADDRESS
434 LACKAWANNA AVENUE, SqdNTON, PA 18503
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505611184 1505611184
1 1505611284
_J REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name:JEANNE G ECKES
RECAPITULATION
1. Real Estate(Schedule A). . . ..... . . . . .. . .. .. .. ..... . .. . . .. . ... .. . . . ... 1. 0 . 00
2. Stocks and Bonds(Schedule B) .. . . . . . . . . . . . . . .. .... . . . . . . . . . ... . . . . . . 2. 454, 5 71.7 3
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . .. . . 3. 0.00
4. Mortgages and Notes Receivable(Schedule D) . .. . ..... .. . . .. . . .. .. . . . . .. 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . .. . . 5. 119, 704 .07
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . . . .. . . 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.. .. . . .. 7.
8. Total Gross Assets(total Lines 1 through 7). . . .. . ..... .. .. . . . . . . . ... . .. . 8. 574, 275-80
9. Funeral Expenses and Administrative Costs(Schedule H).. . . . .. . ... .. . . .. . . 9. 17, 555.28
10. Debts of Decedent, Mortgage Liabilities, and Liens(Schedule 1) . . .. .... . . . . .. 10. 7, 539-48
11. Total Deductions(total Lines 9 and 10). .. ... . . .. . .... . . . . . . .. .... . .. . .. 11. 25, 0 94 .7 6
12. Net Value of Estate(Line 8 minus Line 11) .. .. .. . .... . .. .. .. .. . . . . . . . .. . 12. 549, 181 .0 4
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) .. ... .. . . . . . .. ..... . ... . 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) . ..... . . .. .. . ... . . . . .. . . 14. 549, 181 .04
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .045 549, 181. 04 16. 24, 713.15
17. Amount of Line 14 taxable
at sibling rate X .12 17. '
18. Amount of Line 14 taxable
at collateral rate X .15 • 16.
19. TAX DUE . . .. . . .. . ... .. . .. ... . .. . . . . .. .. . . . . . . . ... .. . . . .. . .. .. . .. . 19. 24, 713. 15
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1505611284 1505611284 J
REV-1500EX(FI) Page3 File Number 21-13-1130
Decedent's Complete Address:
DECEDERT'S NAME
JEANNE G ECKES
STREET ADDRESS
215 OAK ROAD
--- --- ----
CITY STATE ZIP
NEW BLOOMFZELD PA 17068
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 24,713.15
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits{A+B) (2) 0.00
3. Interest
(3) 0. 00
4. if Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. - (4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 24, 713. 15
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;..........-........................... .... ❑
c. retain a reversionary interest .......................................................................................................................... ❑ 0
d. receive the promise for life of either payments,benefits or care?...........---......................................,......
...... ❑
2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ 0
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?...,,........ X
4. Did decedent own an individual retirement account,annuity or other non-probate properly,which
contains a beneficiary designation? ........................................................................................................................ ❑ Il
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after 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 requir ements 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 clmden s lineal beneficiaries is 4.5 percent,exc ept as noted in 172 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
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEANNE G ECKES 21-13-1130
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,nelther 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. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
I. NONE 0.00
TOTAL(Also enter on Line 1, Recapitulation.) $ 0. 00
If more space Is needed,use additional sheets of paper of the same size.
REV-1503 EX-(8-12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
All property jointly owned with right of survivorship must he disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. SCHEDULE ATTACHED 454, 571.73
TOTAL(Also enter online 2,Recapitulation) $ 454, 571. 73
If more space is needed,insert additional sheets of the same size
ESTATE OF JEANNE ECKES
DATE OF DEATH - 10/21/13
SCHEDULE B
STOCKS AND BONDS
OCTOBER 21, 2013
Date of
Description Ouantity Unit Value Death Value
BONDS:
Alcoa Inc. - 5.870°% ' - 02/23/22 30, 000.000 103.05 $ 30, 915.00
Accrued Interest 284.65
Axis Capital - 5.75% - 12/01/14 10, 000.000 107. 62 10,762.00.
Accrued Interest 259.93
BMW Bank NA CD - 2.10% - 01/14/16 50,000.000 102.61 51,305.00
Accrued Interest 279.04
Bank of America - 3.55% - 11/15/16 20,000.000 - 104. 16 20, 832.00
Accrued Interest 307.34
citi step Up - 5.00% - 02/11/26 30,000.000 98.83 29, 649.00
Accrued Interest 291.78
GE Cap Ret Bk CD - 2.050% - 11/04/16 10, 000.000 102.02 10,202.00
Accrued Interest - 95.48
General Electric Cap - 15.45% - 01/15/22 11,000.000 108.04 11,884.40
Accrued Interest 160.96
JP Morgan Chase - 5.15°% - 10/01/15 _ 10,000.000 105.88 10,588.00
Accrued Interest 26.81
Morgan Stanley - 4.20% - 11/20/14 30,000.000 105.51 31, 653.00
Accrued Interest 531.62
Pepsico, Inc. - 5.0% - 06/01/18 10,000.000 113.97 11,397.00
Accrued Interest 197.26
COMMON STOCKS:
Apple, Inc. 1.000 517. 91 517.91
Amerisource Bergen Corp 15.000 64.13 961. 95
Barrick Gold Corp 25.000 18.81 470.25
Adobe Systems 18.000 52. 99 953.82
Analog Devices, Inc. 18.000 47.70 858. 60
Allergen, Inc. 10.000 90.57 905.70
Amer Int'l GP, Inc. - New 29.000 52.34 1,517.86
Applied Materials, Inc. 22.000 17.96 - 395.12
AON PLC SHS CL-A 15.000 75.14 1,127 .10
Apache Corp 16.000 89.97 1,439.52 -
Anglogold Ashanti Limited 39.000 14.84 578.76
American Express Co. 12.000 80. 65 967 .80
Bank of America Corp 200.000 14 .53 2, 906.00
Baker Hughes, Inc. 10.000 55. 68 556.80
CA Incorporated 39.000 30.23 1,178.97
ESTATE OF JEANNE ECKES
DATE OF DEATH - 10/21/13
SCHEDULE B
STOCKS AND BONDS
OCTOBER 21, 2013
(continued)
Date of
Description Quantity - Unit Value Death Value
Citigroup, Inc. 27 .000 51.29 1, 384.83
Celgene Corp 6.000 .159. 95 959.70
Colgate Palmolive, Co. 16. 000 62.32 997.12
Comcast Corp (New) Class A 20.000 46.97 939.40
Chipotle Mexican Grill, Inc. 2.000 509.25 1,018.50
Cummins, Inc. 7 .000 136.78 957.46
Canadian Nat'l Railway Cc 9.000 53.11 477.99
Canadian Natural Resources, LTD 45.000 32. 61 1, 467.45
Capital One Financial Corp 9. 000 71. 56 644.04
Conoco Phillips 100.000 73.24 7,324.00
Charles Schwab - New 46.000 23.70 1,090.20
Cisco Sys, Inc. 43.000 22. 96 978.28
Centurylink, Inc. 26.000 32. 98 857.48
Citrix Systems, Inc. 12.000 57.28 687.36
CVS Caremark Corp 13.000 60.75 789.75
Du Pont E1 De Nemours & Co. 100.000 59.37 5, 937.00
DWS High Income Opportunity 500.000 14.08 7, 040.00
Walt Disney Holding Co 15.000 67. 40 1, 011.00
Dollar Tree, Inc. 14.000 59.34 830.76
Ebay; Inc. 16.000 52.10 833.60
, Estee Lauder Co. , Inc. 10.000 71.28 712.80
EOG Resources, Inc. 5.000 92.04 460.20
Facebook, Inc. 22.000 ,54.16 1, 191.52
Ford Motor Co. 200.000 17.51 3,5D2.00
FMC Corp - New 12.000 73.34 880.08
General Motors Corp 34 .000 35.80 1,217.20
Google, Inc. CL C -1. 000 503.63 503.83
Google, Inc. CL A - 1.000 505.45 505.45
Goldman Sachs Group, Inc. 5.000 159.45 797.25
Home Depot, Inc. 11.000 74 .48 819.28
Hartford Fin Sers Grp, Inc. 45.000 33. 97 1, 528. 65
Intercontinental Exchange Group 5. 000 193.16 965.80
Ingersoll-Rand PLC SHS 9.000 53.38 480.42
ILL Tool Works, Inc. 11.000 77.22 849.42
Johnson& Johnson - 10.000 91.20 912.00
JP Morgan Chase & Co. 113.000 54 .37 6, 143.81
Unit VK LT Inv Grage TR 9 M 10.000 991.99 9, 919.90
ESTATE OF JEANNE ECKES
DATE OF DEATH - 10/21/13
SCHEDULE B
STOCKS AND BONDS
OCTOBER 21, 2013
(continued)
Date of
Description Ouantity Unit Cost Death Value
'Loews Corporation 15.000 48.95 734.25
Molycorp, Inc. Del Com 100.000 5.305 530.50
Mondelez Int'l, Inc. Com 20.000 32.39 647.80
Metlife Incorporated 28.000 49.41 1, 383.48
Monsanto Co. /New 9.000 105.70 951.30 .
The Mosaic Co. 10.000 46.72 467.20
Microsoft Corp 35.000 35.06 1,227.10
Noble Energy, Inc. 14 .000 72.50 1,015.00
NRG Energy, Inc. 20.000 29.09 581.80
Oracle Corp 10.000 33.12 331.20
Occidental Petroleum Corp 8.000 97 .49 779.92
Paccar, Inc. 11.000 57.42 631.62
Pfizer, Inc. 140.000 30.50 4,270.00
Philip Morris Intl Inc. 4 .000 86. 68 346.72
Perrigo Co, LTD 7.000 155.34 ' 1,087.38
Phillips 66 Com 50.000 63.84 3,192.00
Praxair, Inc. . 7.000 124.51 871.57
Precision Castparts Corp. 4 .000 242.55 970.20
Qualcomm, Inc. 13.000 68. 66 892.58
Royal Dutch Shell, PLC CL B 200.000 70.28 14,056.00
Raytheon Co. 8.000 75.83 606.64
Schlumberger, LTD 10.000 93.91 939.10
Sanofi ADR 20.000 50.46 1, 009.20
Southern Co. 200.000 41.70 8,340.00
TEVA Pharmaceuticals, ADR 22.000 40.23 885.06
TJX COS, Inc. 15.000 57.59 863.85
Talisman Energy, Inc. 121.000 12.15 1,470.15 '
Travelers Companies, Inc. 12.000 86.64 1,039.68
Time Warner, Inc. 14.000 69.01 966.14
United Health GP, Inc. 12.000 67.93 815.16
Unumprovident Corp. 38.000 31. 91 1,212.58
Union Pacific Corp. 3.000 153.09 459.27
United Technologies Corp 9.000 107.45 967.05
Viacom, Inc. 11.000 83.57 919.38
Visa, Inc. 4 .000 200.47 801.88
Wells Fargo & CO. 18.000 42.69 768.42
ESTATE OF JEANNE ECKES
DATE OF DEATH - 10/21/13
SCHEDULE B
STOCKS AND BONDS
OCTOBER 21, 2013
(continued)
Date of
Description. Ouantity Unit Cost Death Value
Exxon Mobil Corp 9.000 87 .25 785.25
Invesco Senior Loan IB 4, 544 . 615 6. 93 31,494.19
PREFERRED STOCKS:
Endurance Spec - 7.75
Series Enh.A 1,000.000 25.67 25, 670.00
HSBC Holdings - 6.20%
Series A . 1,000.000 24.81 24, 810.00
OTHER:
Van Kampen Long Term Investment
Grade Trust 10, 000.000 991. 99 9, 919.90
ACCRUED DIVIDENDS:
CVS Caremark 2.93
American Express 2.76
Inves Co. - 170.50
DWS High Income - 46.50
JP Morgan Chase 42.94
Cisco Systems 7.31
Comcast Cert 3.90
Monsanto 3.87
Oracle 1.20
Raytheon 4.40 --
EOG Resources, Inc. 0.94
TOTAL VALUE - OCTOBER 21, 2013 $ 454,571.73
REV-1504 EX+(gna)
SCHEDULE C
pennsylvania
r
DEPARTMENT nsyLREVENUE CLOSELY HELD CORPORATION,
INHERITANCE TAX RETURN PARTNERSHIP OR
RESIDENT DECEDENT SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
Schedule C-1 or C-2(including all supporting information)must be attached for each closely-held corporation/partnership interest of the decedent,
other than a sole-proprietorship.See instructions for the supporting information to be submitted for sole-proprietorships.
REM NUMBER VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t. NONE 0.00
TOTAL(Also enter on line 3, Recapitulation) $ 0.00
(If more space is needed,insert additional sheets of the same size)
REV-1505 EX+(11-11)
W pennsylvania SCHEDULE C-1
w DEPARTMENT OF REVENUE CLOSELY-HELD CORPORATE
INHERTTANCE TAX RETURN STOCK INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANNE IS ECKES 21-13-1130 .
1. Name of Corporation State of Incorporation -
Address Date of Incorporation
City State_ ZIP Code Total Number of Shareholders
2. Federal Employer ID Number Business Reporting Year
3. Type of Business ProductlService
4. TYPE TOTAL NUMBER OF. NUMBER OF SHARES VALUE OF THE
STOCK Voting/Non-Voting SHARES OUTSTANDING - PAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK
Common $
Preferred $
Provide all rights and restrictions pertaining to each Class of stock.
5. Was the decedent employed by the corporation? . . .. . . .. .. . . . . . . .. . . . . . . . . . . . . . . . . ❑Yes ❑No
If yes, Position Annual Salary $ Time Devoted to Business
6. Was the corporation indebted to the decedent? ... . . . . .. . . . . . . . . . . . . . . . . ... . . . . . . . ❑Yes ❑ No
If yes, provide amount of indebtedness$
7. Was there life insurance payable to the corporation upon the death of the decedent? . . . . . ❑Yes ❑ No
If yes, Cash Surrender Value$ Net proceeds payable $
Owner of the policy
8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years
if the date of death was prior to 12-31-82?
❑Yes ❑No If yes, ❑Transfer ❑Sale Number of Shares
Transferee or Purchaser Consideration$ Date
Attach a separate sheet for additional transfers and/or sales.
9. Was there a written shareholders agreement in effect at the time of the decedent's death? .. .. ❑Yes ❑No
If yes, provide a copy of the agreement.
10.Was the decedent's stock sold? ..... ... .... ........ .. ............. .......... ........ ❑Yes ❑No
If yes,provide a copy of the agreement of sale,etc.
11. Was the Corporation dissolved or liquidated after the decedent's death? ........ .... .... .... ❑Yes ❑No
If yes,provide a breakdown of distributions received by the estate, including dates and amounts received.
12. Did the corporation have an interest in other corporations or partnerships? . . . .. . . . . . . . . ❑Yes ❑ No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
THE FOLLOWING INFORMATION ■ WITH THIS SCHEDULE
A. Detailed calculations used in the valuation of the decedent's stock.
B. Complete copies of financiarstatements or federal corporate income tax returns(Form 1120)for the year of death and four preceding years.
C. If the corporation owned real estate,submit a list showing the complete address/es and estimated fair market value/s.If real estate appraisals have
been segued,attach copies.
D. List of principal stockholders at the date of death,number of shares held and their relationships to the decedent.
E. List of officers,their salaries,bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other information relating to the valuation of the decedent's stock.
(If more space is needed,insert additional sheets of the same size.)
REV-1506 EX+(12-11)
pennsylvania SCHEDULE C-2
DEPARTMENT OF REVENUE PARTNERSHIP
INHERITANCE TAX RETURN INFORMATION REPORT
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
1. Name of Partnership Date Business Commenced
Address Business Reporting Year
City State ZIP Code
2. Federal Employer ID Number
3. -Type of Business Product/Service
4. Decedent was a ❑General ❑ Limited partner. If decedent was a limited partner, provide initial investment$
5. �"` PARTNERNAME NAME-
OF .PERCENT BALANCE OF; - '.- .
OF INCOME OF OWNERSHIP .CAPITAL ACCOUNT -
A.
B.
C.
D.
6. Value of the decedent's interest$
7. Was the partnership indebted to the decedent? . .. ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No
If yes, provide amount of indebtedness$
8. Was there life insurance payable to the partnership upon the death of the decedent? ... . . . []Yes ❑No
If yes, Cash Surrender Value$ Net proceeds payable$
Owner of the policy
9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was
prior to 12-31-82?
❑Yes ❑No If yes, []Transfer ❑Sale Percentage transferred/sold
Transferee or Purchaser Consideration $ Date
Attach a separate sheet for additional transfers and/or sales.
10.Was there a written partnership agreement in effect at the time of the decedent's death? . ... .. ❑Yes ❑ No
If yes, provide a copy of the agreement.
11. Was the decedent's partnership interest sold? . . .... . . ... ...... . . . . .. .. .. . . ... . .. . ..... ❑Yes ❑No
If yes, provide a copy of the agreement of sale,etc.
12. Was the partnership dissolved or liquidated after the decedent's death? ...... ... . . . . . . ... .. ❑Yes ❑No
If yes,provide a breakdown of distributions received by the estate, including dates and amounts received.
13. Was the decedent related to any of the partners? ... ... .. .... . . . . . . ...... .. . . ... . .. . . . . ❑Yes ❑No
If yes,explain
14. Did the partnership have an interest in other corporations or partnerships?. .... . . . . .... .. ❑Yes ❑ No
If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest.
THE FOLLOWING INFORMATION
A. Detailed calculations used in the valuation of the decedent's partnership interest.
B. Complete copies of financial statements or federal partnership income tax returns(Form 1065)for the year of death and four preceding years.
C. If the partnership owned real estate,submit a list showing the complete address/es and estimated fair market value/s.If real estate appraisals have
been secured,attach copies.
D. Any other information relating to the valuation of the decedent's partnership interest.
REV-1507 EX+(04-13)
pennsylvania SCHEDULE D
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGES & NOTES
RESIDENT DECEDENT RECEIVABLE
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
NONE 0. 00
TOTAL(Also enter on line 4,Recapitulation) $ 0. 00
(if more space is needed,insert additional sheets of the same size)
REV-1508 EA-(Da-12)
pennsylvania
SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEANNE G ECKES 21-13-1130
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. PNC BANK, N.A. — CHECKING
ACCOUNT# 92-0080-3554 1, 949.10
ACCRUED INTEREST . 02
2. PNC BANK, N.A. — PREMUIM MONEY
MARKET ACCOUNT# 50-0414-1639 117, 607 .71
ACCURED INTEREST 7.55
3. HIGHMARK BLUE CROSS — REFUND 37.80
4 . VERIZON — REFUND 35.27
5. BLUE CROSS/BLUE SHIELD — REFUND , 66. 62
TOTAL(Also enter on Line 5, Recapitulation) $ 119, 704 .07
If more space is needed, use additional sheets of paper of the same size.
REV-i5o9 EX+(oi-io)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEANNE G ECKES - - 21-13-1130
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) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.
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 DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. NONE
TOTAL (Also enter on Line 6, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
pennsylvania SCHEDULE G
w
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
'JEANNE G ECKES 21-13-1130
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.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
INCLUDE THE NAME Or THE TRANSFEREE,THEIR REHE DEED FOR TO DECEDENT AND
NUMBER THE DATE aPTRANSFER. ArrawA COPY OFTHE DEED FOR REALESTATE. VALUE OF ASSET INTEREST (IF APPUtaeLE) VALUE
1, NONE
TOTAL(Also enter on Line 7, Recapitulation) $
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
r, pennsytvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS -
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' MALPEZZI FUNERAL HOME $2,539.72
LESS: PREPAID/PRENEED 1, 845.00 694.72
FUNERAL LUNCHEON - 500.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: WAIVED
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attorney Fees: 6, 000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 3,500.00
Claimant JOANN WHITMOYER
Street Address 215 OAK ROAD
City NEW BLOOMFIELD State PA ZIP 17068
Relationship of Claimant to Decedent DAUGHTER
4. Probate Fees: - 638.50
S. Accountant Fees: 6, 000.00
6. Tax Return Preparer Fees:
7. ADVERTISING - 222.06
TOTAL(Also enter on Line 9, Recapitulation) $ 17, 555.28
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+ (12-12)
i pennsylvania SCHEDULE I
w DEPARTMENT Or REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
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. PENNSYLVANIA DEPARTMENT OF REVENUE
PERSONAL INCOME TAX — YEAR 2013 291.00
2. VERIZON — FINAL STATEMENT 39.77
3. ALERT PHARMACY — FINAL STATEMENT . - 854. 91
4 . MESSIAH LIFEWAYS AT MESSIAH VILLAGE 6, 353.80
TOTAL (Also enter on Line 10, Recapitulation) $ 7, 539. 48
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:
JEANNE G ECKES 21-13-1130
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. JOANN WHITMOYER DAUGHTER 422, 967.89
215 OAK ROAD
BLOOMFIELD, PA 17068
2. VAN ECKES SON 101, 500. 00
317 FITZWATER STREET
PHILADELPHIA, PA 19147
SEE DISCLAIMER ATTACHED
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. 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.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: Estate of Jeanne G. Eckes, deceased, No. 2013-01130
PARTIAL DISCLAIMER
I, Van Paul Eckes, of 317 Fitzwater St eet, Philadelphia, PA 19147, Co-Executor
and Beneficiary of the Estate of Jeanne G. Eckes, deceased, do hereby disclaim and
relinquish any inheritance from the referenced estate with the exception One Hundred
One Thousand Five Hundred ($101,500.00) DOLLARS, representing funds in an
account at PNC Bank. I wish that the remainder of the estate be distributed to JoAnn
Whitmoyer, of 215 Oak Road, New Bloomfield, Pennsylvania.
M ov. 10/ 10(3 V r� r• h✓ --
Date Van Paul Eckes
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REV-1514 EXF(4.09)
{ pennsylvania SCHEDULE K
��.7. DEPARTMENT OF REVENUE LIFE ESTATE, ANNUITY
Bureau of Individual Taxes &TERM CERTAIN
PO Box 280601
Harrisburg PA 17u"15D1 (CHECK BOX 4 ON REV-1500 COVER SHEET)
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
This schedule should be used for all single-life,joint or successive life estate and tens-certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single-life calculations can be obtained from the Department of Revenue.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values,Alpha Volume for dates of death from 5-1-89 to 4-30-99,
and in Aleph Volume for dates of death from 5-1-99 and thereafter.
Indicate below the type of instrument that created the future interest and attach a copy of it to the tax return.
❑ Will ❑ Intervivos Deed of Trust ❑ Other
LIFE ESTATE INTEREST CALCULATION
NAME OF LIFE TENANT DATE OF BIRTH NEAREST AGE AT ' TERM OF YEARS
- DATE OF DEATH LIFE ESTATE IS PAYABLE, I
❑Life or ❑Term of Years
❑Life or ❑Term of Years
❑Life or ❑Term of Years
❑Ufe or ❑Term of Years
❑Life or ❑Tenn of Years
1. Value of fund from which life estate is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .$
2. Actuarial factor per appropriate table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .
Interest table rate-❑3.5% ❑6% ❑10% [:)Variable Rate %
3. Value of life estate (Line 1 multiplied by Line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
ANNUITY INTEREST CALCULATION
y
i NAME OF LIFE ANNUITANT DATE OF BIRTH NEAREST AGE AT TERM OF YEARS '
1 DATE OF DEATH ANNUITY IS PAYABLE
❑Life or ❑Tenn of Years
❑Life or ❑Tenn of Years
❑Life or ❑Tenn of Years
❑Life or ❑Tenn of Years
1. Value of fund from which annuity Is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .$
2. Check appropriate block below and enter corresponding number . . . . . . . . . . . . . . . . .
Frequency of payout—❑ Weekly(52) ❑ Bi-weekly(26) ❑ Monthly(12)
❑ Quarterly(4) ❑ Semi-annually(2) ❑ Annually(1) ❑Other( )
3. Amount of payout per period . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . .. . . .. . . . . .. . .. . . .$
4. Aggregate annual payment, Line 2 multiplied by Line 3 . . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Annuity Factor(see instructions)
Interest table rate-❑3.5% ❑6% ❑ 10% ❑Variable Rate %
6. Adjustment Factor(See instructions.) . . . . . . . . . . . . . .. . . . . . . . .. . . . . . . . .. . .. . . . . . . . .. . . . .
7. Value of annuity-If using 3.5,6,or 10%, or If variable rate and period
payout is at end of period,calculation is Line 4 x Line 5 x Line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . .$
If using variable rate and period payout is at beginning of period, calculation is
(Line 4 x Line 5 x Line 6) + Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
NOTE:The values of the funds that create the above future interests must be reported as part of the estate assets on Schedules A through G of the
tax return.The resulting life or annuity interest should be reported at the appropriate tax rate on Lines 13 and 15 through 18 of the return.
If more space is needed, use additional sheets of the same size.
REV-1644 EX+(01-10)
)� pennsylvania INHERITANCE TAX
f.� DEPARTMENT OFR EVE NOE SCHEDULE L
INHERITANCE TAX RETURN REMAINDER PREPAYMENT
RESIDENT DECEDENT OR INVASION OF TRUST CORPUS
I. ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
This schedule is appropriate only for estates of decedents dying on or before Dec. 12, 1982.
This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of
Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust corpus (principal).
II. REMAINDER PREPAYMENT:
A. Election to Prepay Filed with the Register of Wills on
(Date)
B. Name(s) of Life Tenant(s) Date of Birth Age on Date Term of Years Income
or Annuitant(s) of Election or Annuity is Payable
C. Assets: Complete Schedule L-1
1. Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . .$
2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . .$
3. Closely Held Stock/Partnership . . . . . . . . . . . . .$
4. Mortgages and Notes . . . . . . . . . . . . . . . . . . . .$
5. Cash/Mist. Personal Property . . . . . . . . . . . . . .$
6. Total from Schedule L-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
D. Credits: Complete Schedule L-2
1. Unpaid Liabilities . . . . . . . . . . . . . . . . . . . . . . .$
2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . . . . .$
3. Value of Non Includable Assets . . . . . . . . . . . . .$
4. Total from Schedule L-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
E. Total Value of Trust Assets (Line C-6 minus Line D-4) . . . . . . . . . . . . . . . . . . . . . . . . . . .$
F. Remainder Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
G. Taxable Remainder Value (Multiply Line E by Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
(Also enter on Line 7, Recapitulation)
III. INVASION OF CORPUS:
A. Invasion of Corpus
(Month, Day, Year)
B. Name(s) of Life Tenant(s) Date of Birth Age on Date Term of Years Income
or Annuitant(s) Corpus or Annuity is Payable
Consumed
C. Corpus Consumed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
D. Remainder Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
E. Taxable Value of Corpus Consumed (Multiply Line C by Line D) . . . . . . . . . . . . . . . . . . . .$
(Also enter on Line 7, Recapitulation)
REV-1645 EX+(11-09)
pennsylvania INHERITANCE TAX
ts7 DEPARTMENT OF REVENUE SCHEDULE L-1
INHERITANCE TAX RETURN REMAINDER PREPAYMENT ELECTION
RESIDENT DECEDENT -ASSETS-
1. ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
II. ITEM NO. DESCRIPTION VALUE
A. Real Estate (Please describe.)
Total Value of Real Estate $
(Include on Section II, Line C-1 on Schedule L.)
B. Stocks and Bonds (Please list.)
Total Value of Stocks and Bonds $
(Include on Section II, Line C-2 on Schedule L.)
C. Closely Held Stock/Partnership - Please list. (Attach Schedule C-1 and/or C-2.)
Total Value of Closely Held/Partnership $
(Include on Section II, Line C-3 on Schedule L.)
D. Mortgages and Notes (Please list.)
Total Value of Mortgages and Notes $
(Include on Section II, Line C-4 on Schedule L.)
E. Cash and Miscellaneous Personal Property (Please list.)
Total Value of Cash/Miscellaneous Personal Property $
(Include on Section II, Line C-5 on Schedule L.)
III. TOTAL Also enter on Section II, Line C-6 on Schedule L.) $
If more space is needed, attach additional sheets of paper of the same size.
REV-1646 EX+(11-09)
� pennsylvania INHERITANCE TAX
{ DEPARTMENT OF REVENUE SCHEDULE L-2
INHERITANCE TAX RETURN REMAINDER PREPAYMENT ELECTION
RESIDENT DECEDENT -CREDITS-
I. ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
II. ITEM NO. DESCRIPTION AMOUNT
A. Unpaid Liabilities Claimed against Original Estate and Payable from Assets
Reported on Schedule L-1 (please list)
Total Unpaid Liabilities $
(include on Section II, Line D-1 on Schedule L)
B. Unpaid Bequests Payable from Assets Reported on Schedule L-1 (please list)
Total Unpaid Bequests $
(include on Section II, Line D-2 on Schedule L)
C. Value of Assets Reported on Schedule L-1 (other than unpaid bequests listed
under'B" above) that are Not Included for Tax Purposes or that Do Not Form
a Part of the Trust.
Calculation as follows:
Total Non Includable Assets - $
(include on Section II, Line D-3 on Schedule L)
III. TOTAL (Also enter on Section II, Line D-4 on Schedule L) $
If more space is,needed, attach additional sheets of paper of the same size.
REV-1647 EX+ (02-10)
1►'t pennsylvania SCHEDULE M
DEPARTMENT OF REVENUE FUTURE INTEREST COMPROMISE
INHERITANCE TAX RETURN
RESIDENT DECEDENT (Check Box 4a on REV-i5oo)
ESTATE OF FILE NUMBER
JEANNE G ECKES 21-13-1130
This schedule is appropriate only for estates of decedents who died after Dec. 12, 1982.
This schedule is to be used for all future interests where the rate of tax that will be applicable when the future interest vests in
possession and enjoyment cannot be established with certainty.
Indicate below the type of instrument that created the future interest and attach a copy to the tax return.
❑ Will ❑ Trust ❑ Other
I. Beneficiaries
NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO
NEAREST BIRTHDAY
1.
2.
3.
4.
S.
II. For decedents who died on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within
nine months of the decedent's death, check the appropriate box below and attach a copy of the document in which the surviving spouse
exercises such withdrawal right.
❑ Unlimited right of withdrawal ❑ Limited right of withdrawal
III. Explanation of Compromise Offer:
IV. Summary of Compromise Offer:
1. Amount of future interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . $
2. Value of Line 1 exempt from tax as amount passing to charities, etc.
(Also include as part of total shown on Line 13 of REV-1500.) . . . . . . . . $
3. Value of Line 1 passing to spouse at appropriate tax rate
Check one. ❑ 6%, ❑ 3%, ❑ 0% . . . . . . . . . . . . . . . . . . . . $
(Also include as part of total shown on Line 15 of REV-1500.)
4. Value of Line 1 taxable at lineal rate
Check one. ❑ 6%, ❑ 4.5% . . . . . . . . . . . . . . . . . . . . . . . . . . $
(Also include as part of total shown on Line 16 of REV-1500.)
5. Value of Line 1 taxable at sibling rate (12%)
(Also include as part of total shown on Line 17 of REV-1500.) . . . . . . . . $
6. Value of Line 1 taxable at collateral rate (15%)
(Also include as part of total shown on Line 18 of REV-1500.) . . . . . . . . $
7. Total value of future interest(sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . . . . $
If more space is needed, use additional sheets of paper of the same size.
COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE
COUNTY OF CUMBERLAND
I, GLENDA FARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 25th day of October, Two Thousand and
0 Thirteen,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of JEANNE G ECKES late of UPPER ALLEN TOWNSHIP
/first,Middle,Lasil
in said county, deceased, to VAN PAUL ECKES and
(Firs,Middle,LesV
JOANN WHITMOYER
(Firs(,Middle,Last)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office at CARLISLE, PENNSYLVANIA, this 25th day of October
Two Thousand and Thirteen.
File No. 2013- 01130
PA File No. 21- 13- 1130
Date of Death 1012112013
S. S. #
egrste dls -�
dz�
eputy
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
No. 2013- 01130 PA No. 21- 13- 1130
Estate Of: ✓EANNE G ECKES
(First,Middle,Las)
Late Of: UPPER A L LEN TOWNSHIP
CUMBERLAND COUNTY
0 Deceased
Social Security No:
WHEREAS, on the 25th day of October 2013 an instrument dated
December 14th 1995 was admitted to probate as the last will of
JEANNE G ECKES
(Fist Middle,Las)
la to of UPPER ALLEN TOWNSHIP, CUMBERLAND County,
who died on the 21st day of October 2013 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARYto:
VAN PAUL ECKES and JOANN WHITMOYER
who have duly qualified as EXECUTOR(RIX)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 25th day of October 2013.0
Register of 11
L�
/ Deputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
CO rY n
.,,
I, JEANNE G. ECKES, domiciled in the Township of Palmyra-, tountyraf PiAa-=and
Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding do
hereby revoke all Wills and Codicils heretofore made by me and declare this to be my Last Will:
ITEM I
I order and direct my Executor, hereinafter named, to pay all of my legal debts, costs of
administration and funeral expenses out of the principal of my residuary estate, as soon as conveniently
may be after my death.
ITEM II
\� All estate, inheritance, succession and other taxes imposed or payable by reason of my death, whether
y �
J state or federal, and all interest and penalties thereon, whether or not such property passes under this Will,
shall be paid out of the principal of my residuary estate.
ITEM III
J
All of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and
i
r
wheresoever situate at the time of my decease, I give, devise and bequeath to my beloved husband,
DANIEL R. ECKES, if he survives me by thirty (30) days; otherwise, I give, devise and bequeath my
said residuary estate to my two (2) children., VAN PAUL ECKES and i0 ANN ECKES WHITMOYER,
share and share alike.
In the event, however, that my son, VAN PAUL ECKES, shall predecease me, or we shall die
as the result of the same common accident or disaster, or under such circumstances that the order of our
deaths cannot be reasonably ascertained, I give, devise and bequeath the share which he would have taken
1
under this, my Last Will and Testament, unto his children surviving him, share and share alike, and if
there be no children surviving him, I then give, devise and bequeath the share which he would have taken
under this, my Last Will and Testament, unto my daughter, JO ANN ECKES WHITMOYER, the same
to be hers absolutely and forever.
In the event, however, the my daughter, JO ANN ECKES WHITMOYER, shall predecease me,
or we shall die as the result of the same common accident or disaster, or under such circumstances that
the order of our deaths cannot be reasonably ascertained, I give, devise and bequeath the share which she
would have taken under this, my Last Will and Testament, unto her children surviving her, share and
share alike, and if there be no children surviving her, I then give, devise and bequeath the share which
she would have taken under this, my Last Will and Testament, unto my son, VAN PAUL ECKES, the
same to be his absolutely and forever.
"1 ITEM IV
Although my husband and I are executing our Last Wills and Testaments at or about the same time,
they are not intended to be and shall not be construed to be reciprocal. Each such Will is subject to
revocation by its maker before or after the death of the other of us.
ITEM V
I authorize my Executor, hereinafter named, and his successor in office, to exercise the following
powers, in addition to those given by law, to be exercised in their sole discretion:
(a) To retain any real or personal property which may at any time form a part of my estate, even
though the same may not be a legal investment under the laws of the Commonwealth of Pennsylvania, or
any other jurisdiction.
(b) To invest in any real or personal property without restriction to legal investments.
(c) To repair, alter, improve or lease for any period of time any real or personal property and to give
options or leases.
i
I 2
f i
3
3
(d) To sell at any time at public or private sale, with or without security, and to exchange or to
partition, real or personal property.
i
(e) To compromise claims.
(f) To make distribution in kind.
(g)To exercise all power, authority and discretion given by this Will after the termination of any trust
created herein, until the same is fully distributed.
ITEM VI
I appoint my beloved husband, DANIEL R. ECKES, Executor of this my Will. Should he, for any
reason, fail to qualify or cease to act as such at any time during the administration of my estate, I appoint
my son, VAN PAUL ECKES, and my daughter, JO ANN ECKES WHr MOYER, Co-Executors of this
my Will, with the same duties, power and discretion as if originally appointed, and I direct that my
Executor, and his successor in office shall not be required to file any bond or security for the faithful
performance of any duty or duties in any jurisdiction in which they may be called upon to act.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this y day of
i
-, in the year of our Lord One Thousand Nine Hundred and Ninety-Five (1995).
_(SEAL)
JEANI E G. ECKES
The foregoing writing was signed, sealed, published and declared by the Testatrix therein named as
her Last Will, in the sight and presence of us, the undersigned, who at her request and in her sight and
presence, and in the sight and presence of each other, all being present at the same time, have hereunto
subscribed our names as attesting Witnesses:
- V{ �`•__ Address
e C — Address 1 u✓^> � is
3 3
i
I
We, JEANNE G. ECKES, JAY R. ROSE and ; Cj d. G 'C %= .-' , 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 that she had signed willingly, and that she executed it as her voluntary
act for the purposes therein expressed, and that each of the Witnesses, in the presence and hearing of the
Testatrix, signed the Will as Witness, and that to the best of their knowledge, the Testatrix was at that
time eighteen years of age or older, of sound mind and under no constraint or undue influence.
v �l
(SEAL)
JEANNE G. ECKES,Testatrix
t .J........ (SEAL)
JAV,Ik. ROSE, Witness
Cf ;� (SEAL)
Witness
Subscribed, sworn to and acknowledged before me by JEANNEG. /E'CKES, the Testatrix, and
subscribed and sworn to before me by JAY R. ROSE and [t'� fi:, P {'k'.,�. , Witnesses, this
d� day 1995.
ota y Public
/
AL)
NOTARIALS~~ 4 (
JO•ANN M. ROSS,NOTARY PUBLIC
P,�1LfORd,Pi10E COUNT'(
MV COlANi56�nh F%�P'R=? AUGUST t0,t°�
I 4
I II
I