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Home My WebLink About12-17-14 .J 1505611285 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: 'WAU I TERS DARI I S D ..RECAPITULATION 1. Real Estate(Schedule A0000900000*900*0000 $0.00 } 1 •000**9999.0000000000*0999 2. Stocks and Bonds(Schedule B) 2 $0.00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) *****3. $0.00 4. rMortgages and Notes Receivable(Schedule D) 4 $0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) 00000 5. $32, 770. 70 6. Jointly Owned Property(Schedule F) 1-1 Separate Billing Requested X696 6. $22, 823 .83 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 00*0 (Schedule G) F-1 Separate Billing Requested 7. $697 , 413 . 15 8. Total Gross Assets(total Lines 1 through 7) 10000**099009960000'8. $753,007 . 68 9. Funeral Expenses and Administrative Costs(Schedule H) 9. $6, 746 . 84 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) 0000000000. $0.00 11. Total Deductions(total Lines 9 and 10) 1. $6, 746 . 84 12. Net Value of Estate(Line 8.minus Line 11) *12.. $746, 260. 84 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)'00000000000*000*13. $12,000' .00 14. Net Value Subject to Tax(Line 12 minus Line 13) •��1��14 $734, 260. 84 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 Q $14,023 .86 15. $0.00 16. Amount of Line 14 taxable at lineal rate)e.o A5 $720, 236 .99 16. $32 , 410. 66 17. Amount of Line 14 taxable at sibling rate X.12 $0.00 17. $0.00 18. Amount of Line 14 taxable at collateral rate X.15 $0.00 18. $0.00 19. TAX DUE •��19. $32, 410.66 20. FILL IN THE BOX IF YOU''ARE'REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1.505611285 OM4648 3.000 -! 1505611285 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: W A H L I E R S DARLIS D RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. $0 . 00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . 2, $0 . 00 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, $32,770 . 7 0 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . , . . 6, $22,823- 83 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) F-1 Separate Billing Requested . . . . 7. $697,413 - 15 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8, $753,007 -68 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9, $6,746- 84 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . 10. $0. 00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11, $6-1746 - 84 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . 12. $746,260- 84 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 18, $121000 - 00 14. Net Value Subject to Tax(Line 12 minus Line 13) , . 14. $734 -1260 - 84 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 0_ $141023 - 86 15. $0 .00 16. Amount of Line 14 taxable at lineal rate x.0-4-5 $7201236 . 99 16. $321410 . 66 17. Amount of Line 14 taxable at sibling rate X.12 $0 . 00 17. $0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 $0 . 00 18. $0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. $32,410 - 66 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D Side 2 1505611285 1505611285 OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 14 33? DECEDENTS NAME WAU TERS DARLIS STREET ADDRESS 18 PENNSBORO DRIVE CUMBERLAND CITY STATE ZIP IENOLA PA 12025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) *32,410 - 66 2. Credits/Payments A.Prior Payments $30,800 - DO B.Discount $1,1620 . 5 3 Total Credits(A+B) (2) *32,420 - 53 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 box on Page 2,Line 20 to request a refund. (4) $9.8? 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) $0 .00 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 . . . . . . . . . . . . . . . . . . . • • • ' . ❑❑ 0 b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 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? . ❑ 4. Did decedent own an individual retirement account,annuity,or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 ❑ 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 172 P.S.§9116(a)(1.1)(1)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(11)].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(x)(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 172 P.S.§9116(x)(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. OM4671 2.000 REV-1508 EX+(OS-12) Pennsylvania SCHEDULE E DEPARIMEN'r OF REVENUE CASH, BANK DEPOSITS&MISC. INHERITANCE TAX RETURN RESDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Darlis D. Waulters 21 14 337 Include the proceeds of litigation and the data the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BELCO Community Credit Union Acct. No. 609920 $31,944.82 2 Monumental Life Insurance Company insurance premium refund $825.88 TOTAL(Also enter on line 5,Recapitulation) $ $32,770.70 2W46AD 2.000 If more space is needed,use additional sheets of paper of the same size. FtLv-1508 IX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Darlis D. Waulters 21 14 337 N an asset became Jointly owned within one year of the decederit's date of death,it must be reported on Schedule G RMIVNG JOINT TENANT(S)NAME(S) ADDRESS RE ATIDNSHPTO DECEDENT A Waulters, Stephen M 641 Brisbain Drive, Enola, PA 17025 Son JOINTLY OWNED PROPERTY: rtEtii LETTER DATE DESCFWTK)N OF Y %OF DATE OF DEATH FORJOINT MADE INCLUDE NAE OF FINANCIAL NSTITUTIONAND SANKACCOUNTNIMERORSIMILAR DATE OFDFATH DECECEIVS VALUE OF NUMBER TENANT JOINT IDENTIFYINOMIABER ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET NTEREEST DF MFS INTEREST 1 A 1/30/2012 PNC Bank Acct. No. 5004705377 $45,647.65 50.0000 $22,823.83 TOTAL(Also enter on Line 6,Recapitulation) i $22,823.83 9w4sAE 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC.NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Darlis D. Waulters 21 14 337 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 NMDETHEWAEOFTHETRV6FEREE,THEIR RELATIONSHPTODECmFMMD DATE OF DEATH %OFDECUS EXCLUSION TAXABLE NUMBER TH:ID4TEOFTRMSFSLATTACHACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IFAPPLICABLE VALUE 1 RBC Wealth Management IRA Acct. No. 311-77327 Owner: Darlis D. Waulters Beneficiaries: sons, Scott D. Waulters and Stephen M. Waulters, in equal shares. $622,730.96 100.0000 $0.00 $622,730.96 2 RBC Wealth Management ROTA IRA No. 311-77329 Owner: Darlis D. Waulters Beneficiaries: sons, Scott D. Waulters and Stephen M. Waulters, in equal shares. $74,682.19 100.0000 $0.00 $74,682.19 TOTAL(Also enter on line 7,Recapitulation)$ $697,413.15 If more space is needed,use additional sheets of paper of the same size. 9W46AF 2.000 REV-1571 EX+(OB-73) SCHEDULE H pennsylvania DEPARMeffOF REVENUE FUNERAL EXPENSES AND INHERITANCETAX RETURN ADMINISTRATIVE COSTS RESIDBirDECEDENT ESTATE OF FILE NUMBER Darlis D. Waulters 21 14 337 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Sullivan Funeral Home funeral goods & services $2,075.00 Total from continuation schedules . . . . . . . . . $2,000.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: $2,000.00 3. Family Exemption:(If decedent's address is not the same as claimants,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: $388.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Patriot-News publication fee $208.34 2 Cumberland Law Journal publication fee $75.00 TOTAL(Also enter on Line 9,Recapitulation) $ $6,746.84 3W46AG 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Darlis D. Waulters 21 14 337 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Funeral Flowers $500.00 3 Memorial Service church $1,500.00 Total (Carry forward to main schedule) $2,000.00 REV_1512EX+"2_12' SCHEDULE pennsylvania DEPARiMEWOFREVENUE DEBTS OF DECEDENT, INHERFrANCETAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENiDECEDENT ESTATE OF FILE NUMBER Darlis D. Waulters 21 14 337 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 None TOTAL(Also enter on Line 10,Recapitulation) $ $0.00 2w46AH 2.000 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARIMWOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Darlis D. Waulters 21 14 337 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Gary D. Waulters 18 Pennsboro Drive Enola, PA 17025 All of Residue to Gary D. Waulters 18 Pennsboro Drive Enola, PA 17025: $14,023.86 Surviving Spouse $14,023.86 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 See Attached 1 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S $12,000.00 ew46Ai 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Darlis D. Waulters 21 14 337 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 2 Scott D. Waulters 4 Hemlock Court Manalapan, NJ 07726 RBC Wealth Management IRA Acct. No. 311-77327 Owner: Darlis D. Waulters Beneficiaries: sons, Scott D. Waulters and Stephen M. Waulters, in equal shares. Inventory Value: $311,365.48 RBC Wealth Management ROTH IRA No. 311-77329 Owner: Darlis D. Waulters Beneficiaries: sons, Scott D. Waulters and Stephen M. Waulters, in equal shares. Inventory Value: $37,341.10 Son $348,706.58 Estate of: Darlis D. Waulters 21 14 337 Schedule J Part 1 (Page 3) Item No. Description Relation Amount 3 Stephen M. Waulters 641 Brisbain Drive Enola, PA 17025 RBC Wealth Management IRA Acct. No. 311-77327 Owner: Darlis D. Waulters Beneficiaries: sons, Scott D. Waulters and Stephen M. Waulters, in equal shares. Inventory Value: $311,365.48 RBC Wealth Management ROTH IRA No. 311-77329 Owner: Darlis D. Waulters Beneficiaries: sons, Scott D. Waulters and Stephen M. Waulters, in equal shares. Inventory Value: $37,341.10 PNC Bank Acct. No. 5004705377 Inventory Value: $22,823.83 Son $371,530.41 Estate of: Darlis D. Waulters 21 14 337 Schedule J Part 2B (Page 1) Item No. Description Amount 1 Chapel Hill United Church of Christ 701 Popular Church Road Camp Hill, PA 17011 Specific bequest of $10,000.00 per Section Second, Paragraph (A) of decedent's Will. $10,000.00 $10,000.00 2 East Pennsboro Ambulance Service, Inc. PO Box 47 Enola, PA 17025-0047 Specific bequest of $2,000.00 per Section Second, Paragraph B, of decedent's Will. $2,000.00 $2,000.00 WILL I, DARLIS D. WAUL,TERS, of Enola, Cumberland Dauphin County, Pennsylvania, declare this to be my last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. My Executor shall pay the expenses of my last illness, and the costs of my funeral and gravemarker. SECTION FIRST I give and bequeath all of the items of tangible personal property that are designated in a list, if any, in my handwriting, signed and dated by me, and which describes the items given with reasonable certainty, to the persons specified in that writing. All of the rest of my personal property, including all my furniture, household effects,jewelry, automobiles, and all other tangible personal property, I give and bequeath to my husband, GARY D. WAULTERS, if he should survive me by thirty(30) days. If he should not survive me, or if he should predecease me, then I give and bequeath all of the remaining items of my tangible personal property to be divided between my sons, Scott D. Waulters and Stephen M. Waulters. In the event of any disagreement, my Executor's decision is final. SECTION SECOND Specific Requests I give, devise, and bequeath the following specific bequests in the amounts indicated: A. Ten Thousand($10,000.00)Dollars to Chapel Hill United Church of Christ, located at 701 Poplar Church Road in Camp Hill, Pennsylvania, to use at their discretion; and B. Two Thousand ($2,000.00)Dollars to East Pennsboro Ambulance Association, Enola,Pennsylvania, to use as they wish. SECTION THIRD Residuary Estate I give, devise, and bequeath my residuary estate to my husband, heretofore named, if he should survive me for a period of thirty(30) days. if my husband should not survive me for a period of thirty(30) days, or if he should predecease me,then I give, devise, and bequeath my residuary estate to my issue, ep r girpes, who survive me by thirty(30) days. If either of my sons does not survive me by thirty(30) days, then that Page 1 of 4 deceased son's share shall go to that deceased son's issue, per stirpes. If either of my sons does not survive me by thirty (30) days and has no issue, then that deceased son's share shall go to his surviving brother, or if his brother is not surviving, to his deceased brother's issue. 1 SECTION FOURTH J Administrative Provisions A. I appoint my husband, heretofore named, as my Executor. If he is unwilling or unable so to serve, I appoint my son Scott D. Waulters as my Executor. B. I authorize the Executor of my Will, with respect to all property, real and personal, in addition to the powers conferred by law, to do the following; 1. retain assets 2. purchase investments 3. hold cash 4. vote and grant proxies 5. sell, exchange, or dispose of all said property 6. distribute in cash or in kind 7. delegate to agents powers over said property 8. assign or compromise claims 9. lease, manage, develop real estate 10. borrow funds 11. abandon property 12. make certain tax elections 13. receive and use employee benefits 14. invest in its own securities or common trust funds i C. The Executor of my Will shall not be required to furnish any bond or other security for the faithful performance of his duties in this or in any jurisdiction. D. Any property passing under this Will to a person under 21 years of age shall be paid to his or her parent as custodian for that beneficiary under the Uniform Transfers to Minors Act of Pennsylvania or to the persons caring for or having custody of the beneficiary, or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions as my Executor may select, and the receipt of any such payee shall be a full release therefore. E. I instruct my Executor to make any and all elections so as to avoid any tax, including any generation skipping tax. F. To the greatest extent permitted by law, before actual payment to a beneficiary or to his or her account no interest in income or principal shall Page 2 of 4 Oat Darlis D. Waulters be assignable by a beneficiary or available to anyone having a claim against a beneficiary. IN WITNESS WHEREOF, I have set my hand and seal to this my last Will and Testament this ,7.3 c:f- day of N)" rsf ' SooF Darlis D. Waulters Signed, sealed, published and declared by Darlis D. Waulters, the above named testatrix, as and for her last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. 'bD Y'.OL, Wit ess U Address �� ; P,.,, l�w,�-.�e�. 7A 17636 Witness Address A— � / zo 33 fitness Address Commonwealth of Pennsylvania: County of Dauphin ss: We Darlis D. Waulters, and jeiv-11-� , 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 Page 3 of 4 (/ Darlis D. Waulters signed and executed the instrument as her Will and that she signed willingly, and that she executed it as her free and 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 his or her knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. \ 4 44j 1 4� d� Witne s Darlis D. Waulters, Testatrix Witness Witness Subscribed, sworn to and acknowledged before m /y Darlis D. Waulters the (1 bad J��._ f�}.lGrt IeJi and ,E V S� —� , witnesses, this .1 3=A day of athryn S. TaylTVF NOTARIAL SEAL KATHRYN S TAYLOR.Notary Public Derry Township Dauphin County pAy Commission Expires August 26,2006 Page 4 of 4 ,v Darlis D. Waulters REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA f No. 2014- 00337 PA No. 21- 14- 0337 D Estate Of: DARLIS D WA UL TERS ( )First,Middle,Last) Late Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: WHEREAS, on the 11th day of April 2014 an instrument dated March 23rd 2004 was admitted to probate as the last will of DARLIS D WA UL TERS JR,rst,Middle Last) late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 17th day of March 2014 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRAYSON, ESQ. , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: SCOTT D WA UL TERS who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my offi ce on the 11 th day of April 2014. Reg/ ter Wills AlA f l ep Y PA REV-1500 SCHEDULE E CASH, BANK DEPOSITS & MISCELLANEOUS PERSONAL PROPERTY 1 BELCO COMMUNITY CREDIT UNION Decedent Account Information(On Date of Death) Belco Community Credit Union 1. Name(s)in which the account was held: Darlis D. Waulters 2. Account Number: 609920 3. Total Account Balance as of Date of Death: $31,944.82 Balance Accrued Dividends Date Opened Regular Savings $31,944.82 $9.99(01/01/14-03/17/14) 02/28/1987 Holiday Club $ Whatever Club $ Money Market $ Checking $ IRA $ Certificates: Certificate Number Balance Accrued Dividends Date Opened 4. Name(s) in which Safe Deposit Box was held: 5. Date the box was initially rented: 6. Branch address at which the box is located: F gbo 00 b \` �tnt�0 rF. *oo ni W �o '� '„Fo a r w Ln� gH W' w . ' : ui p I w O f. • i" � '� ` .. � � � .d ,ter n td Ln y j' Lym s • , , c� on •i/rF` � � � w 't. b PA REV-1500 SCHEDULE F JOINTLY OWNED PROPERTY QPNCBANK Mark E Halbruner 2109 Market Street Camp Hill PA 17011 May 15, 2014 To Whom it May Concern: Per your request via mail received at PNC bank the information requested for the Estate of Darlis D Waulters is listed below. Client had 3 accounts at PNC Bank sc 5004705377 Titled as Darlis Waulters and Stephen Waulters. Opened 8/14/06 DOD Balance$45,647.65 Stephen added to account 1/30/2012 interested Earned$1.20 5000718437 titled as Darlis Waulters and Gary Waulters Opened 1/15/1997 as Darlis and Gary DOD Balance $13,183.76 interested earned .87 cents 5140067218 titled as Darlis Waulters and Gary Waulters j c,;/ S 0 txS e. Opened5/1/1974 as Darlis and Gary DOD Balance$17,471.10 interested earned .54 cents If there is any additional information please do not hesitate to Teach out. Thank You nnifer C rr PNC Bank--Enola Branch Manager A member of the PNC Financial Services Group PNC Enola www.pncbank.com PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS and MISCELLANEOUS NON-PROBATE PROPERTY t Renaissance Place,2nd Floor 635 North 12th Street r. -.. Lemoyne,PA 17043-1225 Phone: 717-724-4200 Toll Free:800-480-7497 Fax: 717-724-4239 April 29, 2014 Mark E Halbruner, Esq. Halbruner, Hatch & Guise, LLP 2109 Market Street Camp Hill, PA 17011 RE: Estate of Darlis Waulters Dear Mark: Enclosed please find three accounts that Darlis had with RBC Wealth Management at the time of her death. The values for these three accounts are for the day of her passing, March 17th, 2014. The print out reflects a March 18th date but values are for the day before. The IRA and Roth IRA had Scott and Steve as 50/50 beneficiaries. We have opened Beneficiary IRA and Roth IRA accounts for each of them and have transferred these assets to them proportionately. As always, please call with any questions you may have. Sincerely, ice- .l Patricia L. Sherick Registered Client Service Associate Enclosures RBC Wealth Management,a division of RBC Capital Markets,LLC,Member NYSE/FINRA/SIPC. S RBC Wealth Management" 03/18/14 9:04:26 AM Account Workbook Page 1 Positions 311-77327 10 Growth Pending Bal 19,052.35 Total Acct Value 622,731 CAU CSI 03 07 2 Portfolio Val 622,731 DARLIS D WAULTERS Sweep ACMXX MMF Balance 19,052.35 Funds Available 19,052.35 INDIVIDUAL RETIREMENT ACCOUNT Home 717/732-2704 Fed Call RBC CAPITAL MARKETS LLC CUST Business 717/791-2410 18 PENNSBORO DRIVE ENOLA PA 17025-1536 %Settlement Indicator 'Qty 'Description _ __ Symbol 10revious Mkt Value ;Mkt Price TT e± I YP 1 19,052.26 FEDERATED MONEY MRKT OBLIG TR ACMXX i T -- . _ 19,052.26; 1.00* 1' 2 ! 910.166 "ARTISAN FDS INC YARTQX 24,528.97 _ 26.95*� 1 3 V' 1,502.413 **ADVISORS INNER CIRCLE 'CIPSX 24,940.05! 16.60*; 1: 4 1,570.32 **AMCAP FD INC AMCFX; 44,707.01 28.47*{ 1' 5 '1,748.042+**AQR FDS - - -AQMIX 17,497.90 10.01*" , '1- 6 6 1,386.12.**CALAMOS INVTTR NEW CMNIX 1 17,867.08'1 12.89' 1' 7 Z-632.21 '*CULLEN HIGH DMD EQUITY CHDVX I 43,616.31± 16.34*' 1, :8 1,041.671 **DAVIS NEW YORK VENTURE FUNYXD }DNV44,406.43'1 42.63* 1; - 9 1,891.544 **DWS PORTFOLIO TR DFRPX ; 17,- 931.83 9.48*- 1 10' 1,245.976 **DWS SECS TR RREEF REAL _ . +RRREX; 26,838.32721.54* 1± 11! 4,010.335 **EATON VANCE INCOME FD BOSTON EIBIX ' 24,503.14. 6.11*r 1 i 12, 1,053.471'**FIRST EAGLE OVERSEAS FUND + 1 YSGOIX 25,167.42 23.89 1 919.583:**HENDERSON GLOBAL FDS HFOIX 24,267.79 26_.39' 1 141 1,879.664 **LOOMIS SAYLES STRATEGIC {NEZYX I- -3-15.-201 6 66*' 1 31, 1 . 15 _ 821.234`**OPPENHEIMER DEVELOPING MKTS tODVYX 1 28,997.771 35.31* 11 16, 8,278.318.**OPPENHEIMER COMMODITY_ QRAYX 26,242.26'1 3.17" 1 17 - 2,884.783 **PIMCO FDS +PTTPX t 31,271.04 10.84* 11 :18 ; 1,624.017'**PIMCO FDS — — - ,PRLPX , - 18,253.95 11.24' 1 19. 1,978.662 **T ROWS PRICE INTL FUNDS INC fiPREMX: 24,753.06 J 12.51`; i i____ T _ y 204! ;1,463.931,**ROYCE FUND _ RYTRX 24,0_08.46 16.40* 1� 21 2,245.3271**OPPENHEIMER STEELPATH MLP ML_PZX 24,608.78 10.96*r 1 µ_ -- 422„ 1,834.877'**TEMPLETON GLOBAL BOND FUND 7GBAX; 23,504.77 12.81* 1: X237 1,169.742 INTL VALUE FUND -t_+TGVIX ' 35,057.161 29.97 r 11 _. _._ t ...._ - -- 1 �)U, -7 30, This valuation reflects securities owned by you on our records resulting from transactions processed through RBC Wealth Management,a division of RBC Capital Markets,LLC,Member NYSE/FINRA/SIPC,or supplemental information supplied by you.The prices indicated are obtained from sources we consider reliable but are not guaranteed. s s I RBC Wealth Management' 03/18/14 9:04:37 AM Account Workbook Page 1 Positions 311-77329 10 Growth Pending Bal 1,627.23 Total Acct Value 74,682 CAU CSI 03 07 2 Portfolio Val 74,682 DARLIS D WAULTERS Sweep ACMXX MMF Balance 1,627.23 Funds Available 1,627.23 ROTH IRA Home 717/732-2704 Fed Call RBC CAPITAL MARKETS LLC CUST Business 7171791-2410 18 PENNSBORO DRIVE ENOLA PA 17025-1536 Settlement Indicator :Qty Description Symbol Previous_ Mkt Value 'Mkt Price Type 1 1,627.22 FEDERATED MONEY MRKT OBLIG TR -ACMXX 1,627.22 1.00* 1: 2 222.24 **ARTISAN FDS INC ARTQX . 5,989.36 26.95* 1 3 408.841.**AMCAP FD INC AMCFX 11,639.70 28.47* 1 4 j 674.4 63 HIGH DIVID EQUITY CHDVX. 11,020.72' 16.34* 1; 5 ; 189.577 **FIRST EAGLE OVERSEAS FUND SGOIX 4,528.99' 23.89* 1 6 272.052 **LOOMIS SAYLES STRATEGIC NEZYX ' 4,532.38 16.66* 1 7660.348.**LITMAN GREGORY FDS TR MASTER 'MSILX 11,674.95 17.68* 1' 8 141.641 **OPPENHEIMER DEVELOPING MKTS ODVYX 5,001.34 35.31* 1 9 347.743**PIMCO FDS PTTPX 3,769.53: 10.84* 1 10 201.958 **PIMCO FDS PRLPX . 200.00' 11.24*, 1 11 407.526 **ROYCE FUND-PENNSYLVANIA PENNX 5,986.55. 14.69* 1 12 297.601 *`T ROWE PRICE INTL FUNDS INC PREMX 3,722.98 12.51* 1 13, 227.828 **TEMPLETON GLOBAL BOND FUND TGBAX ; 2,918.47 12.81* 1 This valuation reflects securities owned by you on our records resulting from transactions processed through RBC Wealth Management,a division of RBC Capital Markets,LLC,Member NYSE/FINRArSIPC,or supplemental information supplied by you.The prices indicated are obtained from sources we consider reliable but are not guaranteed. PA REV-1500 SCHEDULE H FUNERAL EXPENSES and ADMINISTRATIVE COSTS ti r ,Hsldnl CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717)249-3166 Fax:(717)249-2663 May 16, 2014 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Mark E. Halbruner, Esquire RE: Darlis D. Waulters Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: May 2, May 9, and May 16, 2014 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 ------------- Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: May 2, May 9, and May 16 2014 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. S Lisa Marie Coy e, Editor SWORN TO AND SUBSCRIBED before me this 16 day of May, 2014 waulters,Darlis D., dec'd. Notary Late of East Penn sboro Township. Executor: Scott D. Waulters c/o Mark E.Halbruner,Esquire,Hal- bruner,Hatch&Guise,LLP,2109 Market Street, Camp Hill, PA 17011. COMMONWEALTH OF PENNSYLVANIA Attorneys: Mark E. Halbruner, NOTARIAL SEAL Esquire, Halbruner, Hatch & DEBORAH A COLLINS Guise, LLP, 2109 Market Street, Notary Public Camp Hill, PA 17011. CARLISLE BORO.,CUMBERLAND CNTY My Commission Expires Apr 28,2018 The Patriot-News Co. ° 2020 Technology Pkwy . Suite 300 Mechanicsburg, PA 17050 Now you know h quiries - 717-255-8213 HALBRUNER, HATCH &GUISE, LLP 2109 MARKET STREET CAMP HILL PA 17011 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin) ss Marianne Miller, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317. PUBLICATION COPY This ad# 0002297992 ran on the dates shown below: April 29, 2014 LETTERS TESTAMENTARY for the May 06, 2014 .Estate of Darlis D.Woulters,deceased, May 13, 2014 •late of East no Township, Cumberland County,Pennsylvania,gra 'having been grantedted tto the Executor named below on April 11,2014,all ' ;_ persons Indebted to the Estate are .requested to make Immediate payment and those having claims against the ,Estate are requested to present them for settlement without delay to: Soorn to and subscribed before Me this 20 day of M iy, 2014 A.D. I Scott D.Woulters,Executor C/o Mark E.Halbruner,Esquire i Halbruner,Hatch &Guise,LLP 2109 Market St. F—Y Camp Hill PA 17011 ary Pub blit t ' .Xtary Public Holly Lynn's pzuphinCounh' Y� shingtcr: ti•': pe,12 2016 MY t.1n1tTi sS` c' rpTlnN(F knfARIF� The Patriot-News Co. 2020 Technology Pkwy �v Suite 300 Mechanicsburg, PA 17050 Now you know Inquiries - 717-255-8213 HALBRUNER, HATCH & GUISE, LLP 2109 MARKET STREET CAMP HILL PA 17011 STATEMENT ALL CHARGES ARE NET ACCT# NAME AD ORDER# DATE EDITION ADDTL.INFO. TYPE OF CHARGE AMOUNT 245301 HALBRUNER, HATCH&GUISE,LLP 0002297992 04/29/14 XXX BASIC AD CHARGE $67.78 245301 HALBRUNER.HATCH&GUISE,LLP 0002297992 05/06/14 XXX BASIC AD CHARGE $67.78 245301 HALBRUNER, HATCH&GUISE,LLP 0002297992 05/13/14 XXX BASIC AD CHARGE $67.78 AFFIDAVIT CHARGE $5.00 TOTAL: $208.34 This is not an invoice. Please do not remit payment from this Statement. An invoice will be generated at the end of the month. --Thank you. NOTE: This Statement replaces the Order Confirmation which we previously sent with Proofs of Publication