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Home My WebLink About12-23-14 (2) REV-1500 EX(02-11)(R) 1505610105 OFFICIAL USE ONLY PA Department of Revenue pennsytvania 28o6o1 County Code Year File Number PO BOX Bureau Individual Taxes INHERITANCE TAX RETURN Harrisburg,PA 17128-o6o1 RESIDENT DECEDENT j�{ (0 3 1?5 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 03/29/2014 09/02/1916 Decedent's Last Name Suffix Decedent's First Name MI Roth Julia q (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 G)p 1.Original Return Q 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) C=:) 4. Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) 00 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 Andrew C. Sheely, Esquire 717-697-7050 N C� REGIS' RWILLS tLGSONL :[7 M -� First Line of Address D I N t rrn W ;0 127 South Market Street ' U? z Second Line of Address P.O. Box 95 "rJ DAAE FILED City or Post Office State ZIP Code O Mechanicsburg PA 17055 ......... Correspondent's e-mail address:andrewc.sheely@yeriZOn.net Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,,correct and complete.Dec aration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE/ SON RE j16O SIB OR FILINGR N DTE I)t ADDRESS Beverly R. Warren, 41 est aple Avenue, Shiremanstown, PA 17011 SIGN E OF P PARRnOJnT i RE RESENTATIVE DATE 2a 1 A15DAESS G- Andrew C. Sheely, Esquire, 127 South Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 \ s t 1505610205 REV-1500 EX(FI) Decedent's Social Security Number . Decedent's Name: Roth, Julia A. RECAPITULATION 1. Real Estate(Schedule A). ... .... . .. . . .. .. ... ...... .. . .. . . ... . .... . .. . 1. $325,000.00 2. Stocks and Bonds(Schedule B) .. . ... ...... .....;. . . . . ..... ... . . ... . .. 2. 33,878.40 t 3.. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . .. .. 3. 4. .Mortgages and Notes Receivable(Schedule D).. .... .... . .... . . .... .... . . 4. 5. t Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . .. ... 5 i 381,300 26 6. 'Jointly Owned Property(Schedule F) O Separate Billing Requested .. ... .. 6. j .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. 740,178.66 9. Funeral Expenses and Administrative Costs(Schedule H).... .... . .. .... .. .. 9. 18,523.73 10. ;Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1).. .... ... .... .. 10. 13,211.85 11. Total Deductions(total Lines 9 and 10). .. . ........ .... . .. . ... ........ .. 11. 31,735.58 12. Net Value of Estate(Line 8 minus Line 11) .. ... .... .... .... ... .... .... . . 12 708,443.08 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. 708,443.08 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.0 45 708,443.08 16 31,897.93 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. ' 31,897.93 20. 3FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 6 039s" DECEDENT'S NAME Julia A. Roth ................... ............... .................. ............ ........ STREET ADDRESS 308 South Rupp Avenue ............................... ................. ......... ............. ----------- ------........... ............ CITY Shiremanstown STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 31,897.93 2. Credits/Payments A. Prior Payments 30,000.00 B. Discount 1,578.90 Total Credits(A+B) (2) 31,578.90 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 319.03 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.......................................................................................... El 0 b. retain the right to designate who shall use the property transferred or its income ............................................ El 0 c. retain a reversionary interest ............................................................................................................................ 1:1 N d. receive the promise for life of either payments,benefits or care?...................................................................... El 0 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ I Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. El 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................ ❑ ............................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[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)].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. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX0 1-96) DEPARTMENT OF REVENUE ' BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 019345 WARREN BEVERLY R 41 WEST MAPLE AVENUE SHIREMANSTOWN, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 $30,000.00 ESTATE INFORMATION: SS N: FILE NUMBER: 2114-0395 DECEDENT NAME: ROTH JULIA A DATE OF PAYMENT: 06/25/2014 POSTMARK DATE: 06/25/2014 COUNTY: CUMBERLAND DATE OF DEATH: 03/29/2014 TOTAL AMOUNT PAID: $30,000.00 REMARKS: RECEIPT TO ATTY CHECK#0066 INITIALS: WZ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER REV-1502 EX+(11-08) ' r Pennsylvania ACHE-DUCE 14 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia A. Roth 21-14-0395 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 beiexchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 Decedent's real estate and adjacent lots located at 308 South Rupp Avenue, $325,000.00 Lower Allen Township(Shiremanstown)PA 17011,Tax Parcel No.48-24-0795-019A, (Cumberland County Assessment value-$279,300.00) Value per attached appraisal of Central Penn Appraisals, Inc. h TOTAL(Also enter on Line 1, Recapitulation.) $ $325,000.00 If more space is needed, insert additional sheets of the same size. REV•15o3 EX+(7-11) pennsytvania SCHEDULE B ! DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia A. Roth 21-14-0395 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Bank of New York Mellon Corp.Common Stock-960 shares at$35.29/share at date of death $33187&40 TOTAL(Also enter on Line 2, Recapitulation) $ $33,878.40 If more space is needed,insert additional sheets of the same size Computershare + Computershare BNY MELLON POBDX30170 College Station,TX 77842-3170 Within USA,US territories&Canada 800 205 7699 Outside USA,US territories&Canada 201 680 6578 008162 www.computershare.com/bnym JULIA A ROTH 308 S RUPP AVE SHIREMANSTOW PA 17011-6536 Holder Account Number C0001023098 I N D Record Date 25 Apr 2014 Check Number 0072410656 SWIN Cued Yes_ ... 001CS0005.Don0G1.HKX.231642 670IOMSI621008162/i The Bank Of New York MellonCorporation-Dividend Payment Dividend Confirmation Payment Date Class Description I Participating Dividend Gross ( Deduction I Deduction I Net Shares/Units Rate Dividend($) Amo- -($) Type Dividend($) 07 May 2014 COMMON 480 $0.17000 81.60 0.00 N/A 61.60 Year-To-Date Paid 133.60 0.00 153.60 1 U D C B K X + 001CD70003/R OOHXDA *h Cpmputershare + Computershare BNY MELLON PO Box 30170 College Station,TX 77842-3170 Within USA,US territories&Canada 800 205 7699 Outside USA,US territories&Canada 201 680 6578 008163 www.computershare.com/bnym _= Ir�irlllrl�llldrlllrll�lllllllllllirrilll�lilllll�lllil�lirrrlr _ JULIA A ROTH 308 S RUPP AVE SHIREMANSTOWPA 17011-6536 Holder Account Number C0001023101 I N D Record Date 25 Apr 2014 _Check Number _ 0072410657 _ SSNIrIN Certified Yes 001 CS0005.Doax-PG 1.BKX.231642_67010/008163/008163/i i The Bank Of'New.York Mellon Corporation' - Dividend Payment Dividend Confirmation Payment Date I Class DescriptionI Participating I Dividend I Gross I Deduction I Deduction I Net Shares/Units Rate Dividend($) Amount($) Type Dividend($) 07 May 2014 COMMON 480 $0.17000 81.60 0.00 N/A 81.60 Year-To-Date Paid 153.60 0.00 153.60 1 U D C B K X 001CD70003/R 00KXDA REV-15o8 EX+(1 -io) �i�pennsylvania SCHEDULE E ' DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. IN TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Julia A. Roth 21-14-0395 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. i 1 Personal contents per attached Chuck Bricker,Auctioneer appraisal $8,130.00 PNC Bank Checking Account#5070095511,principal of$2;701.15 non-interest bearing 2. $2,701.15 3 PNC Bank Savings Account#5005570662,principal balance of$10,184.39,$.20 acrrued interest $10,184.59 4 Susquehanna Valley Federal Credit Union CD Account#15827,principal balance of$177,000.00,accrued $178,677.15 interest$1,677.15 5 Susquehanna Valley Federal Credit Union savings Account#15827,principal balance of$25.00,accrued $25.00 interest$0.00 6 Susquehanna Bank Checking Account#1710010891 ,date of death value $173,130.75 i 7 Santander Bank Checking Account#0571112811,date of death value $8,051.62 8 IRS 2013 refund $400.00 i t E �a TOTAL(Also enter on Line 5, Recapitulation) $ 381,300.26 If more space is needed, use additional sheets of paper of the same size. 3850 Hartzdale Dr.Camp Hill,PA 17011-7809 SUSQUEHANNA 339 East Park Dr.Harrisburg,PA 17111-2730 ALLEYT T +LE 1V ocal 717-737-4152 Toll Free:800-948-1454 FEDERAL CREDIT UNION Fax:717-737-0589 August 15,2014 S Andrew C.Sheely 127 S Market Street PO Sox 95 Mechanicsburg,PA 17055 Re: Estate of Julia A.Roth Dear Mr.Sheely: The following is the information that you requested regarding the accounts of Julia A. Roth at Susquehanna Walley Federal Credit Union. Account Date of Death Accrued Interest Balance 15827 Savings $25.00 None 15827 Certificate $177,000 January$590.79 February$533.62 March 1-29 $552.74 Total: $1,677.15 Please feel free to call or write with any additional information that you may need. Kind regards, Kathy J McCabe Member Services Supervisor www. SVFCU . org — Susquehanna Bank Date 3/31/14 Page 1 Primary Acct # 1710010891 >031178 4053130 0001 042158 1OZ Enclosures JULIA A ROTH BEVERLY R WARREN POA 308 S RUPP AVE SHIREMANSTOWN PA 17011 We're celebrating Stellar Checking with a $5,000 sweepstakes! Current Stellar Checking customers are automatically entered to win. Sweepstakes runs March 1 - 31. For Official Rules, visit www.susquehama.net/rules. »»__-Si!_M M A R Y 0 F A.C C_--O U N .T S ACCOUNT NUMBER ENDING BALANCE ' 1710010891 PREMIUM MMDA PERSONAL 173,130.75 »»»»»»»»»» C H E C K I N G A C C O U N T S «««««««««« ACCOUNT TITLE: JULIA A ROTH BEVERLY R WARREN POA Effective May 12, 2014, the fee to process checks drawn on Canadian banks is $5. PREMIUM MMDA PERSONAL Account Number 1710010891 Statement Dates 3/03/14 thru 3/31/14 . Previous Balance 178,763.67 Days in Statement Period 29 Deposits/Credits .00 Average Ledger 174,644.46 1 Checks/Debits 5,688.42 Average Collected 174,644.46 Service Charge .00 Interest Earned 55.50 Interest Paid 55.50 Annual Percentage Yield Earned 0.40% Ending Balance 173,130.75 2014 Interest Paid 178.02 _.......... .-DEPOSITS-ASID CREDITS-- - _- Date Description Amount Reference 3/31 Interest Deposit 55.50 SUMMARY BY CHECK NUMBER . Date Check No Amount Reference 3/11 131 5,688.42 000344720 * Indicates Skip in Check Numbers SUMMARY OF DAILY BALANCES Date Balance Date "•Balance Date Balance 3/03 178,763.67 3/11 173,075.25 3/31 173,130.75 4 -: 4*1 Susquehanna Bank Date 3/31/14 Page 2 Primary Acct # 1710010891 Enclosures JULIA A ROTH BEVERLY R WARREN POA 308 S RUPP AVE SHIREMANSTOWN PA 17011 PREMIUM MMDA PERSONAL 1710010891 (Continued) If" you have questions regarding your account(s), please contact us at: SUSQUEHANNA BANK, 9 E. Main Street, P.O. Box 1000, Lititz, PA 17593; (800)311-3182; OR visit our Web site at www.susquehanna.net. Member FDIC r i REV-1511 EX+ (10-09) lbp , Pennsylvania SCHEDULE H DEPARTMENT;F REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia A. Roth 21-14-0395 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 11 Myers Buhrig Funeral Home $13,070A3 2. St.John's Lutheran Church memorial $1,000.00 B. ADMINISTRATIVE COSTS: -1, Personal Representative Commissions: $0,00 Name(s)of Personal Representative(s)-Beverly R. Warren Street Address 41 West Maple Street City Shiremanstown State PA ZIp-17-011-.---- — __Shiremanstown.--............. ....... Year(s)Commission Paid: 2. Attorney Fees:* lqWre-60 6 5 1�ee/Y-, $3,000.00 1 Family Exemption: (If decedent's address is not the same as clalmant's,attach explanation.) Claimant Street Address.- ......... CityState ZIP ........... Relationship of Claimant to Decedent 4. Probate Fees: $693.50 5, Accountant Fees: 6. Tax Return Preparer Fees: 7. Misc.postage 9.80 8. Reserves to conclude Estate administration $750.00 TOTAL(Also enter on Line 9, Recapitulation) $ 18,523.73 If more space is needed,use additional sheets of paper of the same size. I � y a • re April 10,2014 i� Beverly Wa n 41 West Map e Avenue Shiremansto n,PA 17011 Dear Beverly; Thank you for allowing us the privilege of serving you and your family. We know that financial statements can be confusing;so below is a summary of your account. Statement of Goods& Services $ 14,02$.00 Less: Contract Ad'dendums (56.57) Subtotal: Invoice#11142 $13,971.43 Less: Terms Discount (901.00) Your Balance Due by April 30,2014 1 $13,070.43 We have enc iosed a complete invoice for your records. Please call us,at any time that we may be of service. With Warm Regards, I M'chelle L.$uhrig Treasurer Enclosure I i Walking with Those in Grief Robert"Bob"L.Buhrig,Jr.,FI).Supervisor•William"Bill"L.Christopher,Fn Phone: (717)766.3421 Fax:!(717)795.7291 • 37 East Main Street • Mechanicsburg,PA 17055 • w%",.Myers-Buhrig.com Directors@Myers-Buhrig.com RECEIPT FOR PAYMENT ------------------- ------------------- LISA M. GRAYSON, ESQ. Receipt Date : 4/23/2014 Cumberland County - Register Of Wills Receipt Time : 14 : 00 : 18 One Courthouse Square Receipt No. : 1077770 Carlisle, PA 17613 ROTH JULIA A Estate File No. : 2014-00395 Paid By Remarks : ANDREW C SHEELY CJ ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 460 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 50 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 4136 $583 . 50 Total Received. . . . . . . . . $583 . 50 MARJORIE A.WEVODAU LISA M. GRAYSON, ESQ. �I FIRST DEPUTY REGISTER OF WILLS AND PECH CLERK OF ORPHANS'COURT I ' 13 WAYNE M.SOLICCITORITOR ESQ REGISTER OF WILLS AND CLERK OF THE ORPHANS' COURT COUNTY OF CUMBERLAND ONE COURTHOUSE SQUARE, SUITE 102 CARLISLE, PA 17013 (717) 240-6345 FAX(717)240-7797 INVOICE Bill To: InvoiceNo: 4778 Invoice Date: 7/7/2014 ANDREW C. SHEELY, ESQ. Estate of: JULIA A ROTH 127 S. MARKET ST Estate No: 21-14-0395 PO BOX 95 ci MECHANICSBURG,PA 17055 Qty Fee Description Fee Total 2 Short Certificates 5.00 $10.00 Total: $10.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. I REV-1512 EX+(12-08) N pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia A. Roth 21-14-0395 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• Central Penn Appraisals, Inc.-appraisal of decedent's real estate $400.00 2. Chuck Bricker,Auctioneer-appraisal of personal property $150.00 Decedent's real estate contained separate uses and multiple utility expenses as set forth below. 3. PPL-final electric bill for residence $674.88 4. PPL-final electric bill for outbuildings $349.10 5. Water Company-final water bill for residence $123.06 6. Water Company-final water bill for outbuildings $120.99 7. Lower Allen Township sewer and trash-final bill $368.10 8. Telephone-final bill $36.41 9. Century Spouting-final bill $290.00 10. Zimmermans's Plumbing-final bill $309.00 11. Homeowner's Insurance-final bill $1,138.00 12. Tree trimming and removal $1,720.00 13. 2014/2015 Mechanicsburg Area School District school taxes-prorated through settlement $1,656.61 14. 2014 Lower Allen/municipal taxes $1,337.28 15. Keystone Oil-final fuel bill for residence $684.66 16. Keystone Oil-final fuel bill for outbuildings $1,228.76 17. Lawn maintenance $2,625.00 i TOTAL(Also enter on Line 10, Recapitulation) $ 13,211.85 If more space is needed, insert additional sheets of the same size. Central Penn Appraisals,Inc.(717)737.4500 FROM: INVOICE Bonnie Myers,Office Manager INVOICE NUMBER Central Penn Appraisals,Inc SRUPPAVE308 24 West Main Street Shiremanstown,PA 17011 AM Invoice Date: 05/28/2014 Telephone Number:717-737-4600 Fax Number: 717-737-9123 Due Date: REFERENCE TO: Internal Order#: Lender Case#: Beverly R.Warren Client File#: 41 W Maple Ave. FHA/VA Case#: Shiremanstown,PA 17011 Main File#on form: SRUPPAVE308 E-Mail: Other File#on form: Telephone Number:717-975-0454 Fax Number., Federal Tax ID: 25-1733269 Alternate Number: Employer 1D: Residential Appraisal Report DESCRIPTION Lender: Estate of Julia A.Roth Client: Estate of Julia A.Roth Purchaser/Borrower: NIA Property Address: 308 Rupp Ave City: Shiremanstown County: Cumberland State: PA Zip: 17011 Legal Description: peed Book 0017X;Page 00008 FEES AMOUNT Residential Appraisal Report 400.00 I SUBTOTAL 400.00 PAYMENTS AMOUNT Chock#:0053 Dia: 05/0812014 Description: Personal Check-Members 1st F.C.U. 400.00 Check#: Date: Description: Check#: Date: Description: SUBTOTAL 400,00 Thank you. TOTAL DUE $ o Farm NIV50—"WinTOTAL"appraisal sofheare by a la mode,inc.—1-800-ALAMODl' REV-1513 EX+(01-10) pennsylvania SCHEDULE DEPARTMENT OF REVENUE a " INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Julia A. Roth 21-14-0395 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).] Beverly R.Warren,41 West Maple Avenue,Shiremanstown,PA 17011 Daughter 100% Rest, residue E & remainder of Estate S a u 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: a 1. . .B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. r TOTAL OF PART II — ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. LAST ST WILL AND TESTAMENT OF JULIA A. ROTH I, JULIA A. ROTH, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, . including any property over which I hold power of appointment and together with any insurance policies thereon, to my daughter, BEVERLY R. WARREN. SECOND: Should my daughter, BEVERLY R. WARREN, prede- cease me, I devise and bequeath all the rest, . residue and remain- der of my estate of whatever nature and wherever situate, includ- ing any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) Ten (10%) percent thereof to ST. JOHN' S LUTHERAN CHURCH, of 44 W. Main Street, Shiremanstown, Pennsylvania, to be used for general church purposes. (B) Thirty (30%) percent thereof to my son-in-law, ROBERT E. WARREN, provided, however, that should he predecease me, I direct that his share under this, my Last Will and Testa- ment, pass, in equal shares, to I his children, BRADLEY S. WARREN and BRETT A. WARREN. (C) Thirty (30%) percent thereof to my grandson, BRADLEY S. WARREN, provided, however, that should he predecease me, I direct that his share or shares under this, my Last Will and Testament, pass, in equal shares, to my son-in-law, ROBERT E. WARREN and my grandson, BRETT A. WARREN. (D) Thirty . (30%) percent thereof to my grandson, BRETT A. WARREN, provided, however, that should he predecease me, I direct that his share or shares under this, my Last Will and Testament, pass, in equal shares, to my son-in-law, ROBERT E. WARREN and my grandson, BRADLEY S. WARREN. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer. of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed. proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the j Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order 2 to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. ,(I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FIFTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. 7 SIXTH: I nominate and appoint BEVERLY R. WARREN, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said BEVERLY R. WARREN, I nominate and appoint ROBERT E. WARREN, Executor of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and .their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this day of 1997. (SEAL) JUt/,IA A. ROTH . 3 Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 4