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10-17-14 (2)
--J REV-1500 EX(02-11) 1505b1014� " PA Department of Revenue �1,11 OFFICIAL USE ONLY p Pennsylvania County Code Year File Number Bureau of Individual Taxes OPPARTWNroraLvorus PO BOX.280601 INHERITANCE TAX RETURN 2 1 14 00486 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security.Number Date of Death Date of Birth 05 02 2014 02 21 1922 Decedent's Last Name Suffix Decedent's First Name MI BALLANTINE ANNA A (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suf m 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 9 1. Original Return ❑ 2. Supplemental Return ❑ 3,Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a.Future Interest compromise ❑ S. Federal Estate Tax Return Required (date of death atter 12.12.82) 0 ® 6 Detederd Died Testate I] 7. Deoedent Mohdehed 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 TO: Name Daytime Telephone Number SHELLY T KUNKEL ESQ 717 574 1283 REGISTER OF WILLS USE ONLY First Line of Address r'V PO BOX 60974 rn Second Lina of Address rM o - o '--q M D• r— 16—,, SA-l4!-T-IE#D -,3 City or Post Office State ZIP Code HARRISBURG PA 17106 La c� o a � l I -i r, CorrespondenCs e-mail address: sjkunkelesq@comcast.net v H f Under penalties of perjury,I declare that I have examined this return,Including accomparrying schedules and statements,and to the best of my kndwQge and bel 9f, 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 n,l� A. 1 a ara A Rudewiez ADDRESS 040 Jefferson Street,Harrisburg, PA 17111 OF P PARER OTI•IER THAN REPRESENTATIVE DATE Shelly J Kunkel Esq ADDRESS P.O. Box 60974,Harrisburg,Pa 17106 Side 1 L 15056!1©143 1505610143 J ADDITIONAL Personal Representatives Ballantine, Anna A SS# 169-18-9989 5/2/2014 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature 1L" C � Q Name Mary C. Ballantine c©"Fj(ec� Address 696 Acri Road City,State,Zip Mechanicsburg PA 17050 Date 3 Signature Name dith Ballantine-Alleman Address 37 Longview Drive City,State,Zip Mechanicsburg PA 17050 Date 4 Signature Name Address: City,State,Zip Date 5 Signature Name Address: City,State,Zip Date 6 Signature Name Address: City,State,Zip Date H J 1505610243 REV-1500 EX Decedent's Social Security Number Decedents Name: B A L L A N T I N E, ANNA A RECAPITULATION 124 , 800 . 00 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. . 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 86 , 871 59 6. Joint) Owned Property Schedule F 6 , 4 3 1 45 Jointly p y( ) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. g. Total Gross Assets(total Lines 1 through 7).......................................................... 8. 218 , 103 . 04 . 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 25 , 942 46 139 . 40 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10. . 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 26 , 081 86 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 192 , 021 . 18 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. 192 , 021 . 18 TAX COMPUTATION-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 .00 15. 16. Amount of Line 14 taxable 192 , 021 . 18 16. 8 , 6 4 0 . 95 at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE................................................................................................................... 19. 8 , 640 . 95 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21 - 14 - 00486 Decedent's Complete Address: DECEDENT'S NAME Ballantine, Anna A STREET ADDRESS 1613 Maple Street CITY STATE ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 8,640.95 2. Credits/Payments A. Prior Payments 8,250.00 B. Discount 432.05 Total Credits(A +B) (2) 8,682.05 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 41.10 Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check 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;.................................................................................. ❑ x❑ b. retain the right to designate who shall use the property transferred or its income;.................................... ❑ ❑x c. retain a reversionary interest;or................................................................................................................. Nx 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?....................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?...................................................................................................................... ❑ 7 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: •The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. •The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. •The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)1. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,w ether by blood or adoption. '�AL!j'l_' pennsylvanaEE SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT FILE NUMBER ESTATE OF Ballantine, Anna A 21 - 14-00486 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 which 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. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Two story semi-detached frame dwelling known and numbered as 1613 Maple Street, New 124,800.00 Cumberland, PA 17070; Tax Parcel ID#26-23-0543-477; Transferred to decedent and her spouse, Herbert H. Ballantine, from William H. McLaughlin and Shirley E. McLaughlin, husband and wife, by deed dated August 19, 1968 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book X22, Page 166. Herbert H. Ballantine predeceased Anna A. Ballantine on December 17, 1985, thereby vesting fee simple title in his wife, the decedent herein. Valuation per Lines 101 and 401 respectively of the HUD-1 settlement sheet for the sale of 1613 Maple Street, attached hereto as Exhibit A. TOTAL(Also enter on Line 1, Recapitulation) 124,800.00 pennsylvania SCHEDULE E DEPARTMENT OF REVENUE INHERITANCE TAX RETURN CASH, BANK DEPOSITS AND MISC. RESIDENT DECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF Ballantine, Anna A 21 - 14 -00486 Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Ameriprise Financial Services, Inc. 51,278.62 Suite 100 523 West Chocolate Avenue Hershey, PA 17033-1629 Columbia Intermediate Bond Fund (Mutual Fund) Account#02014541028 002 Valuation at date of death per correspondence of Ameriprise Financial Services, Inc. attached hereto as Exhibit E. 2 Ameriprise Financial Services, Inc. 32,021.36 Suite 100 523 West Chocolate Avenue Hershey, PA 17033-1629 Columbia Balanced Fund (Mutual Fund) Account#02015377754 002 Valuation at date of death per correspondence of Ameriprise Financial Services, Inc. attached hereto as Exhibit E. 3 Pro-rated Borough/County real estate tax reimbursement from sale of residence. 303.83 See Lines 107/407 of HUD-1 Settlement sheet attached hereto as Exhibit A. 4 Pro-rated 2014 school real estate tax reimbursement from sale of residence. 1,054.05 See Lines 108/408 of HUD-1 Settlement sheet attached hereto as Exhibit A. 5 Pro-rated borough trash collection reimbursement from sale of residence. 16.54 See Lines 109/409 of HUD-1 Settlement sheet attached hereto as Exhibit A. 6 Sale of silverware 382.65 7 Comcast refund 38.02 8 Real Property tax rebate 250.00 TOTAL(Also enter on Line 5, Recapitulation) 86,871.59 SCHEDULE E 'h CASH, BANK DEPOSITS AND MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT continued FILE NUMBER ESTATE OF Ballantine, Anna A 21 - 14 - 00486 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 9 AT&T refund 26.52 10 Miscellaneous personal property from residence 1,500.00 Page 2 of Schedule E REV-1509 EX+(01-10) ' pennsylvania `ar DEPARTMENT OF REVENUE SCHEDULE F INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Ballantine, Anna A 21 - 14- 00486 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT Mary C. Ballantine 696 Acri Road Daughter A Mechanicsburg, PA 17050 JOINTLY OWNED PROPERTY: LETTER DATE C F�SCRIPTIOt, C.F PROdPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name o Inanclaf Instltu Ion an bank account numbe DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number.Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. 1 A 03/05/2014 PNC Bank 6,431.45 100% 6,431.45 1104 Carlisle Road Camp Hill, Pennsylvania 17011 Checking Account#5140002588 (Account did not bear interest.) Valuation at date of death per PNC correspondence attached hereto as Exhibit F. TOTAL(Also enter on line 6, Recapitulation) 6,431.45 REV-1511 EX+(10-09) � pennsylvania SCHEDULEH DEPARTMENT OF REVENUE FUNERAL B(PEENCOSTS FILE INHRITANCE TAX RE RESIDENT DECE ENTTURN ADMINISTRATIVE 1 S FILE NUMBER ESTATE OF Ballantine, Anna A 21 - 14 -00486 Decedent's debts must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Prepaid Funeral 2 St. Theresa Parish - Funeral luncheon 308.97 3 Rolling Green Memorial Cemetery- Headstone engraving fee 50.00 4 Clothing items purchased for decedent's burial 24.34 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees Shelly J. Kunkel, Esq. 5,650.00 3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 363.00 5. Accountant's Fees Boles Metzger Brosius & Emrick- Final 1040 and 1041 750.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 8 The Cumberland Law Journal - Estate advertisement 75.00 See attached 18,721.15 TOTAL(Also enter on line 9, Recapitulation) 25,942.46 Schedule H COMMONWEALTH OF PENNSYLVANIA Funeral EVenses& INHERITANCE TAX RETURN Administrative Costs continued RESIDENT DECEDENT ESTATE OF Ballantine, Anna A FILE NUMBER 21 - 14 -00486 9 The Sentinel - Estate advertisement 190.54 10 Carrying costs and maintenance costs on decedent's real estate pending sale: Pennsylvania American Water- utility bills 237.53 PP&L -electric utility bills 55.15 UGI -Gas utility bills 248.38 Mumma's Appliances - replacement of diswasher and garbage disposal 874.50 Mumma's Appliances - replacement of inoperative stove 740.94 Terry Fleming - repainting of metal roof 340.00 Mulch for yard 15.90 Zach Bivens - house cleaning prior to sale 75.00 Derr's Trash -Trash hauling prior to sale 250.00 Zimmerman - Repair leaky faucets in kitchen, bath and leaky drain trap per home 509.00 inspection RL Snyder Electric- Upgrade.to 200 amp service pending sale 2,834.00 Lowe's - Replacement ceiling fan 63.54 11 Closing costs for 1613 Maple Street per HUD-1 settlement sheet attached hereto as Exhibit A: Real Estate commission (Line 703) 5,368.00 PA Realty Transfer taxes (Line 1203) 1,248.00 Tax Certification (Line 1305) 10.00 Page 2 of Schedule H Schedule H COMMONWEALTH OF PENNSYLVANIA Funeral EVenses& INHERITANCE TAX RETURN Administrative Costs continued RESIDENT DECEDENT ESTATE OF Ballantine, Anna A FILE NUMBER 21 - 14 -00486 Robin Gasperetti, Tax Collector-2014 School RE taxes (Line 1306) 1,229.72 Notary Fees (Line 1307) 20.00 American Home Shield - Home warranty(Line 1308) 460.00 Borough of New Cumberland - 3Q Sewer (Line 1309) 76.64 Borough of New Cumberland - 3Q Trash (Line 1310) 38.60 Borough of New Cumberland - Pro Rated 4Q trash credit(Lines 213/513) 57.25 Seller Assistance (Lines 208/508) 3,744.00 12 Postage and mailing costs - stamps and mailed return of Life Line Alert system 19.40 13 State Farm Insurance - pro-rated homeowner's insurance premium through 15.06 settlement date Page 3 of Schedule H �- � pennsylvania .SCHEDULE I DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEBTS OF DECEDENT, MORTGAGE RESIDENT DECEDENT LIABILITIES & LIENS FILE NUMBER ESTATE OF Ballantine, Anna A 21 - 14 -00486 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Pennsylvania American Water- Final water utility bill 41.14 2 PPL- Final electric utility bill 25.26 3 UGI - Final gas utility bill 73.00 TOTAL(Also enter on Line 10, Recapitulation) 139.40 REV-1513 EX+(01.10) pennsylvania SCHEDULE J .17 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF I FILE NUMBER Ballantine, Anna A 21 - 14 -00486 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I� TAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Stephanie Rudewicz Granddaughter 1/24 Estate Residue 7040 Jefferson Street Harrisburg, PA 17111 2 Erin Barnhart Granddaughter 1/24 Estate Residue 3500 Union Deposit Road Harrisburg, PA 17109 3 Justin Alleman Grandson 1/12 Estate Residue 20 Timber Lane Barrington, NH 03825 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 0.00 REV-1513 EX+(01-10) 3 pennsylvania DEPARTMENT OF REVENUE SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Ballantine, Anna A 21 - 14 -00486 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustees) ITAXABLE DISTRIBUTIONS(include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 4 Judith Ballantine-Alleman Daughter Personal Property 37 Longview Drive and 1/4 Estate Mechanicsburg, PA 17050 Residue 5 Mary C. Ballantine Daughter Personal Property f/k/a Mary C. Smee and 1/3 Estate 696 Acri Road Residue Mechanicsburg, PA 17050 6 Barbara A. Rudewicz Daughter Personal Property 7040 Jefferson Street and 1/4 Estate Harrisburg, PA 17111 Residue Page 2 of Schedule J OFFIGE OF RECORDE IVY!I.L S 2014 MRY 16 PM 2 47 LAST WILL AND TESTAMENT C1_ CF OF ORPHANS' COURT ANNA A. BALLANTINE CUMBERLAND. CO., PA I, ANNA A. BALLANTINE, domiciled and resident in the Borough of New Cumberland, Cumberland County, Pennsylvania, and being of sound and disposing mind and memory, declare that this document is my Last Will and Testament. I hereby revoke all my previous Wills, Codicils and Testamentary writings. PAYMENT OF EXPENSES, DEBTS AND TAXES I direct my Executrixes to pay medical, funeral and administrative expenses and all taxes payable by reason of my death, before any division of my Estate. My Executrixes, shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds of insurance on my life, up to the maximum allowable a an exemption from Pennsylvania Inheritance Tax, and distributions from pension and profit-sharing plans exempt from Federal Estate Tax, all of which are payable to a beneficiary (other than my Estate) , shall not be used to pay debts, taxes, expenses of administration or other charges against my Estate. SPECIFIC BEQUESTS To my daughters, BARBARA A. RUDEWICZ, MARY C. SMEE, and JUDITH L. ALLEMAN, I specifically bequeath my tangible personal property, including but not limited to my personal possessions, furniture, clothing, and household goods, to be divided between them as they shall agree. If any of my daughters fails to sur- vive me by thirty (30) days of my death, my surviving daughters shall share this tangible personal property. If none of my daughters survive my by thirty (30) days of my death, this tangi- ble personal property shall be distributed among my residual beneficiaries in accordance with the terms of this Will. In that event, the tangible personal property is to be divided among my residual beneficiaries as they shall agree. If they fail to reach agreement within sixty (60) days of my death, my Executrixes shall divide this tangible personal property among my residual beneficiaries as they determine appropriate, in shares of substantially equal value. RESIDUAL BEQUESTS I give all the rest, residue and remainder of my Estate and property of whatsoever kind, nature and description, and wheresoever situated, whether acquired by me before or after the execution of this Will, whether real or personal, and any property over which I have the power of appointment, to the fol- lowing persons, and in the following proportions: To my daughter, MARY C. SMEE, of Harrisburg, Pennsyl- vania, I give one-third (1/3) of my residual estate, to enjoy outright and absolutely. To my daughter, BARBARA A. RUDEWICZ, of Harrisburg, Pennsylvania, I give one-fourth (1/4) of my residual estate, to enjoy outright and absolutely. I also give to my daughter, BARBARA A. RUDEWICZ, one-twelfth (1/12) of my residual estate, in trust, for the benefit of Barbara's children, subject to the pro- visions hereinafter set forth for "Trust A. " This one-twelfth share shall form the initial corpus of Trust A. To my daughter, JUDITH L. ALLEMAN, of Shiremanstown, Pennsylvania, I give one-fourth (1/4) of my residual estate, to enjoy outright and absolutely. I also give to my daughter, JUDITH L. ALLEMAN, one-twelfth (1/12) of my residual estate in trust, for the benefit of Judith's children, subject to the pro- visions hereinafter set forth for "Trust B. " This one-twelfth share shall form the initial corpus of Trust B. Should any of my daughters fail to survive me by thirty (30) days of my death, her share in my residual estate - with the express exception of the portions set aside in trust for my grandchildren - shall be distributed between my surviving daugh- ters, in equal shares. Nevertheless, the death of any of my daughters before me shall not affect the distribution of the por- tions of my residual estate that I have set aside in trust for my grandchildren; the successor trustee, hereinafter named, shall carry out the provisions of the trust. TRUSTS FOR GRANDCHILDREN These trusts are established for the benefit of my grandchildren from time to time living who have not attained twenty-five (25) years of age at the time of my death. Unless otherwise noted, all of the following provisions shall apply to both Trust A and Trust B. - 2 - Corpus: The net income shall be accumulated and there- after treated as corpus in each respective trust. The children of my daughter, BARBARA A. RUDEWICZ, shall enjoy and share in the corpus of Trust A, as heretofore mentioned. The children of my daughter, JUDITH L. ALLEMAN, shall enjoy and share in the corpus of Trust B, as heretofore mentioned. Distributions: From the corpus of the trust, the Trustee shall pay from time to time to or for the benefit of such one or more beneficiaries such various amounts as are , appropri- ate, in the discretion of the Trustee, for education (defined as four years of college, or equivalent preparation inbusiness, technical or trade training) if the beneficiary strives therefor in good faith. When each beneficiary attains the age of twenty-five (25) years, the Trustee shall pay to him the share to which he would be entitled if the then existing trust fund were dis- tributed to my issue then living, per stirpes, on the hypothesis that my only issue then living are such beneficiary and all younger beneficiaries of this trust. This trust shall terminate when the youngest benefi- ciary attains the age of twenty-five (25) years. If this last beneficiary dies before attaining that age, then upon his death Trustee shall distribute the fund to my issue then living, per stirpes. If, at the end of my accounting period, the current market value of the corpus of the trust does not exceed Five Thousand Dollars ($5,000) , the corpus shall forthwith be paid to the beneficiaries of the trust then living, per stirpes (my chil- dren to be the stocks) ; provided that if a distributee is a minor his share shall be paid to, and held, administered, and dis- tributed by the Trustee as Custodian for any such minor under the Revised Uniform Gifts to Minors Act as that Act exists at the execution of this will and, for this purpose, that Act is incor- porated by reference. If this trust is still in existence on the date that is twenty one (21) years after the death of the last to die of my issue living at my death, Trustee shall divide the fund, per stirpes, among the then beneficiaries of the trust (my children to be the stocks) . The share of each beneficiary shall be paid to him, provided that the Trustee shall hold, administer, and distribute the share of any distributee who then is a minor as Custodian in accordance with the proviso in the last preceding paragraph. Trustees: I nominate, constitute and appoint BARBARA A. RUDEWICZ as Trustee over Trust A. I nominate, constitute and appoint JUDITH L. ALLEMAN as Trustee over Trust B. In the event either Trustee is unable or unwilling to serve, I nominate, con- stitute and appoint MARY C. SMEE, as the successor Trustee of both Trust A. and Trust B. Neither my Trustees nor successor 3 Trustee shall be required to file a bond, inventory, or account- ing with the clerk of court having jurisdiction over this Will. EXECUTRIXES I "nominate, constitute and appoint my daughters, BARBARA A. RUDEWICZ, MARY C. SMEE, and JUDITH L. ALLEMAN, as Executrixes of this Will, to serve without bond. If any does not survive me, declines to act or, having qualified, resigns, dies or is removed, the surviving daughters shallserveas Co-Executrixes in her absence. I give my Executrixes full power to do any and all things necessary and proper for the full and complete administration of my Estate, including by not limited to the powers contained in Title 20 of the Pennsylvania Probate, estates and Fiduciaries Code; those powers are incorporated herein by reference. IN WITNESS WHEREOF, I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my sigriature -and attest to the execution of this Will this ,,.27_� day of 5�2 1986, at Harrisburg, Dauphin County, Pennsylvania. (SEAL) Anna A. Ballantine ANNA A BALLANTINE, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the presence of each other, sign below as witnessess, all on this a2qA day of March 1986, at Harrisburg, Dauphin County, Pennsylvania. Name 56� I-L Address Name 2. Addressmllk_LLA-&-a:�J " I Name Address r4bo.&vK04 4 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN We, LeAnn Pecht Susan D. Chubb and Brigid Q. Alford the witnesses whose names are signed to the foregoing instrument, being ,duly qualified accord- ing to law, do depose and say that we were present and saw the Testatrix sign and execute this instrument as her Last Will; that ANNA A. BALLANTINE signed willingly and that ANNA A. BALIANTINE executed it as her free and voluntary act for the purposes therein expressed; each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) years of age, of sound mind, and under no constraining or undue influence. Sworn to and subscribed to before me this day of 1986. Notary Public My commission Expires: CONWONWEAMOF PENNSYLVANIA REV-1762 EX(l 1-961 DEPARTMENT Or REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, HARR*SURG,PA*1-11 28-06b 1 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019429 BALLANTINE-ALLEMAN. JUDITH 37 LONGVIEW DRIVE MECHANICSBURG, PA 17050 ACN ASSESSMENT AMOUNT CONTROL NUMBER .... told -"-'"''--- 101 $8,250.00 ESTATE INFORMATION: SSN: FILE NUMBER: 2114-0486 DECEDENT NAME: BALLANTINE ANNA A DATE OF PAYMENT: 07/17/2014 POSTMARK DATE: 07/17/2014 COUNTY: CUMBERLAND DATE OF DEATH: 05/02/2014 TOTAL AMOUNT PAID: $8,250,00 REMARKS: CHECK# 1010 INITIALS: ci SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER OMB Approval No.2502-0265 Iyl A.Settlement Statement(HUD-1) 1. FHA 2. RHS 3, e.Fat Nulser. t.Loan Numbu: e.Monpape M,xmm Case Nwrbw. ❑ ❑ ❑Com.Unins, 4.OVA 5.❑Com,Ins, KVYC63196 C.Note: Thk Corm is"shed to ah'a yw a stdomem et"d sattlorwi costs.Amowts ode Is and wry aro settlement edam we shcm.Ilam madud•(p.oap were odd out"ewr dosroa awry am st1M here to sttonmb*ptxposes and are not Indoded in am totals. D.Nun 6 Address of Bonower, E Nun&Addm;a d Sek,. F.Name a Adders of t.endlr. SYLVIA A.PICKEL ESTATE OF ANNA BALLANTINE INTEGRITY BANK 3345 MARKET STREET CAMP HILL,PA 17011 0.Progxtytxetlen: H.$attlemW Ayent PINNACLE LAND TRANSFER,LLC I.SetlkmmtDote 1613 MAPLE STREET 4242 CARLISLE PIKE,SUITE 1518, 822/2014 NEW CUMBERLAND,PA 17070(CUMBERLAND) CAMP HILL,PA 17011(717)920.3331 (26.234543.417) RaseOtSettkmeN 4242 CARLISLE PIKE,SUITE 151•B, CAMP HILL,PA 17011(717)920.3331 J.Summary of Borrowces Transaction K.Summary of ScItoes Transiction 400,Grd6 Amount Due Frorn Bornower`'A.+,1 zs.." rrYt':4'- ^'C3, ry 400;Gross Amouot Duo To Shcrar x:Y %;,b':a 0,1a:'''Y•+4w,1iw 101.Conhactsates nca.s't«< i',r.,r,. $124699.99 901.C¢rdraclsales ace '-:.-!' € (ai"^1r r 1� 'V1 $124800.00 10ZPahuxWPM Party 103:golp. 'nlCh es1686iroiiir lin 400 $3188.50 4031+'d'+1`i7a::t ii04:•,7-f-:. I;a N' Aux ,tip�,7h#wa�1 K7t'ri 4 ft .J + 1. i L; 405. 1�,�i�r-r,3;.: tv, .:€h. •13+�,j�"l�nr�: "I- b;"stmsnfor"t6 b e IleiiIniuHanaa .3ti»:t'�'; A uelmenhiloekiMi"Idb silleilnvish ado 106�C ownWea Mt'4- S e(!'4`v-1 107 `i` lqttbut taxes 812212014 to 12J31/2014',- `s*: ,^: $303.83 447:`Cou6Was 8!222014 to*3112014 $303.83 108:AwAsmenti612212014 to'6/3O 2bl5 1 ""r ^`"- %r:, $1054.05 408:Assessments&122014 td613011015 a":,,;K Ma`.;€:".�=;� $1054.05 109.Trash8F2212D14.to9130120W.- F.* ".lr:::xr.-: $16.54 409!Tresti&WJ2014to 12014-;';+ $16,54 -J Y,t', 411:'" �:{?�xr: "•i".^''d..u+..;a'z"h4'tt"F!'6^ i!rt .112.` ,� 'r,. .t „ix, � ':h. 412.TF✓4y".w'4'k"+: ,.�,. 12 Gr�trAmo»1DueEiomBorrower`„:f. ti4j $129362.92 420TGross'Am'oun Oue�ToSeIlir +i'a>k'(s*";,.Y � If ;{i;'. $128174.42 200'.WhountsPal4 EN Or'In BahY+- Too.- "I rokoil`*" 77Division bfUmnission(line 7001 as follows; "47 70132:246.00 to ForSda By Owner Pkts 7 70-2$3,120:00 to Kallarftants Contra PA Sita," I #tSettfament,', Y246q �1, ZN Bro)lar Fketo KelleirWift Central PA'1. ff Z #WAV' 802,YWr;nx1itor c-hate(ppinIts)for the So 'flu interest rate chosen 603.'Yevrad ofiginatn kii just6d" Orcin GFE "'`"Y t sot ffjoM GFE#3)4�j 4 a $05.C60 Report,' 806.,Tax ser6co to 'S (frmn'GFE Q V'Ulg ,807.FlOodCiifilii;ation'to Intag*Bank', '.'A' 1-A0*"•Mfrerfi GFE#3).,,."i;,;7 KiW,*-'WWq 0 tolin GFE GFE 6(h #10)it';f 75.7;, V',4�4,(firom GFE 1001,Mal de"t for ybur escrowiccount 1002, 6 nefsinsurance i2.00monihs�wMmonth iniura66a,12A 71007;:AjgmgatafAOjustment OWWC� 1161.116 iiniicei am fimies tjoi 16 $1,257.50 A ,r,+fMf, J02.tittlifii@fit or cloil L"i to liLund TraWer,LLC,, 1 GFEA) - , 'iID4:IL6r,doei�toe!6i6riihce'to Pinhi:16 Land Tri4sfer,LC 1," 110! 1, i i '-.$124.00. �� I.6,of enFi of -6 litlolhiuraiieaafluni to Pinnacle Land Transfer,'LLC,,Is JLO8S,87,:f,,,,%1 r. nderwriii6ti, of tKe told lwi Wurem ZhIum to OW Ria4blic National Title fnstu8nce '111.10.E-iloc Fee t6Pinqi4Land T4rsfot,`LLC 150.00 1111�W' "htl`i6 tq'Pinn6cliLandTraniferALC a 15tt, .w)' rxy 1112:Nd Fee's to McClung 120 Tin;6h:1166 OhVv 'Releasest# $208.00 120Y $!wltajo 51 248.00 $1,248.00 1204 CdfrlCourity .0 a' 0 1205: tate Laidsta s-'Deed$1,248DO'M age$ 130C,111i4tar adsehh"s thatyou can ilvolifar •r &P from GFE#61 a 1302.$v 7 003, $WOO L13C $1,220.72 ,130 $20.00 , 7 �I" JWW4&"n�InWon 1`16nji Shield $460,00 1309.Siwif(AoWuro)to Borough of New C6rnbirlanid $76.64 1MO.',TMih(July-SopQtoBaro whofNew Cu'mbe0and" .4";'e5t j".,, 08.60 MO.Total Settlement Charges(enter on line 103,Section Jand 502,Section K) Previous editions are obsolete Page 2 of 4 08/180140427PM HUDA F,�.. (., € 1011 'aThat,CannotIna naae, a, }fit.. ,4Ypur credit or chago(pointe)foa 8to specifw interest rele.chbsen��,,z,,?its+"+u�,ftg#7802�''+�;i�,3;s*? Ydur adlustad wgxtahon charges# L1 t*�;b' f?s '`* #803`s„" _ k T�ehaferiaSes $1,248.00 Charppa{hs[In*!ta-Canhot Inare>ase Mom Than,i0'��� t�w�y"��y���!�•+ �r� r U �i �± dr. .. .-. ..._... }`",�r�imrS�'�, K. ice' ::r.�.�' r��'+,' ". • r$ .GoVemmantrecording cheiges "ar •.d,"•..•+S.s t_+ ;rs� ,fir gin$#;1201« jug> eirS $208.00 �Ii If 7:-' #r rx f iati34�t', 5 j icy 'a+m. fie $0.00-$208,00 Increase between GFE and HUD-1 Charge $208.00 or Chatpae That Can Change 4"•ufv��'a:'r `1x vi�,r�t�r,e '1+�}y,,,�"�'a.,3'r.,41;J3,:•.�'sa�`rt�cj,� '' .'�� >,nnr •� 4z „. ,Initial it forouresaarr ewcaunl ,r 7r + r, �rg7 v t+✓ ri r: 1, Y u •, i+� C #1001 d Qiuyadereslehargesrs,`:ii ,. 'su r =r3?r A1��S4flGlday,.,'e Hpi»eow is insilrahoe lr a+m u[>� x,. Loan Terms iyou alUatManariountis Fs r:a> a ; ', r, :i ;i:i S 8980000 ? r`'afs a• t .x..•ta&�.x,w'�...,�:Lct.����z a;r e�:4 -. '�` i..1'%c ;YourtoaaTermrs 4S3 ar gX'sr , t?rrt* r «: , Yeers �Yoprmiti�lntoreatmfers..stir+,*�"'''rsrip +'n„,� na,,, Hf, ."r,:':., � Ax�;��`�'"•0 Ya11r fmhat moniMy amount4wed for gnncrpat merest and any i Y'.� a: «:• riibigage Insurance rs,�t _+ ,t r,, y a; �a.. #k{'. �' includes j `tLkY{ f`sy^t f s btq f 47',1 * ❑Principal N,^",S•s •,� "tya�r"` rtf'r R;+x s sin{ c,txy � �} •,„as. ❑lntorest QMortpage insurance .Can yourjMerest r nse7 i rn r No Yes,it can rise to a maximum of �,The first charge wig ba ¢1 *hi x M a a disk d on t and can change again every after tr31 ?yj7 i, ,rrs c w y � A f'y « rr5.eN« f fF ,1,`,Every change date,your interest rete can increase or decrease by * i %Over the Ile of the loan,your interest rate is guaranteed to never be lower than + r�.s �=�� "g"4` •r�r�„w°��„'r!*h. #icS�i:{%orhigher than Even if Bina melte payments crl lane ten your loon balance nselg*4 , No. Yes,N can r se to a maximum of S s r`'yyyy"• Even tfyou make payments on Ime,can your monihtyarount QNo. [-]Yes,the first increase can be an � 11'+ and the nronOrly amount owed farpnncfpat;interest add'mortgagarnsUrenconsa?yf a t- :t 2,..5 owed can rise to Eras The maximum 8 can ever rise to is$ ix3 .r3.. G"it your Loan have a prepayment psdalty9 + �'?Zr 1 ti S Y%� ❑No.❑Yes,your maximum prepayment penally is E ! 3 •?w • Roes ur loan have a baYoon payment?r c m, r« t 4''b i q} `rt ur •t5 rvw�'d 3s4r []No. ❑Yes,you have a balloon peof S �s U"y"it;Lr% due n years on lw:ki ". ,rTdtel monihy amount owed mciuduq escrow accountf ayments e +4�'d{ You do not have a month escrow, ❑ monthly payment for items,such as property r 4 �� i�'T;rt�3A,a"r #} h,,t�J��,��,����}, r��•1 texas and homeownefs insurance.You must pay these items directly,yourself. You have an additional mon *escrow payment ooff$S i r *w,, , .0".".10, 4. that results in a total initial monthly amount otrw .This includes p i• j#, t y h^, ti �aW �- is 11 principal,interest,any mortgage insurance and arty items checked below: t,t r � � .� �,,,ria ,, ✓t�7 �s �,qa <. ❑Property texas ❑Homeowner's insurance -Ft4-, 't .,#a'sn: r 'ice ❑PMinsurance od iasu + c ❑ 5, �{ .�" -adR%.,rrn; .�+ -�;.�•,b�c"> :r;, .,P`,. .tie-�� �''� �i".,''.,x� Note:II you have any questions about the Settlement Charges and Loan Terms kstod on this form,please,contact your fonder. Previous adilions are obsolete Page 3 of 4 08118!2014 04:27 PM HUD-11 Supplemental Page HUD-1 Settlement Statement kernmon Buyer SeOer Lure 1202 a.Recording fees:Deed$77.00 $77.00 b Recording tees:Mortgage$131.00 1 $131.00 1 $0.00 Total: $208.00 $0.00 Line 1204 e.CitylGountytax/stamps Deed 51248.00 Mo e$ b.County tax/stamps:Deed$1248.00 $1248.00 c.County texlstam s:Mortgage Total: $1,248.00 $0.00 Line 1205 e.State tax/stamps:Mortgage b,State twUstamps Deed$1,248.00 Mortgage$ Total: $0.00 $0.00 1 have cwduly reviewed the HUDA Sethment Statement and to the best of m/knowledge and bellef fl b true and aommeta statement of e9 modpts and dhbmunwa made on my acwuntor by me in this tran3ad n. Mth I m orad that I have mated a copy of the HUtAt Settlement Statement. BORROWERS SELLERS SYLVIA A.PICKEL ESTATE OF ANNA BALLANTINE The HUD-1 SeNement Statement wNch I have prepared Is a true and aamate eaounl of this transacdah.I have caused or I will cause the bunds to be disbursed In aotordwa with Ws statement Settlement Agent Date 8/22/2014 Previous editions ere obsolete Page 4 of 4 08/lWO14 04:27 PM HUD-1 Amerip rise (). :Financial Account Summary for the Estate Settlement of Anna A Ballantine, Client ID 12684754 1)Type of investment: Mutual Fund Product Name: Mutual Fund Total Account Value(as of Date of Death):$51,278.62 Account Number:02014541028 002 Account Registration:Anna A Ballantine Beneficiary Designation: ,How the account(s)proceeds will be settled: We will transfer assets in this account according to direction received from the estate representative. If the estate is not being probated, please contact us for alternatives. Important Details about this account: NIA 2)Type of Investment: Mutual Fund Product Name: Mutual Fund Total Account Value(as of Date of Death):$32,021.36 Account Number:02015377754 002 Account Registration:Anna A Ballantine Beneficiary Designation: How the account(s)proceeds will be settled: We will transfer assets in this account according to direction received from the estate representative. if the estate is not being probated, please contact us for alternatives. Important Details about this account: NIA UD NC t. AI] THEWAY June 12,2014 Shelly J Kunkel Esq. P 0 Box 60974 Harrisburg, PA 17106-0974 RE: Anna A Ballantine SSN: DOD: 05-02-2014 Dear Ms. Kunkel: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account# 5140002588 Established: 03-05-2014 ANNA A BALLANTINE MARY C BALLANTINE DOD balance: $ 6,431.45 + 0.00 accrued interest Interest paid 01-01-2014 thru 05-02-2014 $ 0.00 YTD Please note that this office provides date of death balances for deposit accounts(IRAs,CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC This message is intended.fbr the use of the individual or entity to which it is addressed and may captain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for ' delivering this message to the intended recipient, you are hereby nolzfied that any dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this,fbxed document. Page I of I