The URL can be used to link to this page

Home My WebLink About03-09-15 � 1505610143 REV-7500 Exiozn� � OFFICIALUSEONLY PADepahmentotRevenue pennsylvania co�mycoae vaa� ruervumea� Bureauo(In4ividualTaxes °`°'"'"`"'°"`"`"'� POe0x2aosoi INHERITANCETAXRETURN 21 14 0636 Harrisburg, PA 1�128-osoi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number �ate of Death �a�e of Birih 06 10 2014 09 27 1945 �ecetlent§Last Name Suffx Oecedenfs First Name MI ROSENBERRY BARBARA J (If Applicable)En[er Surviving Spouse's Info�mation Below Spouse's Las�Name SuHix 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 x �, Onginal ReNm u p. Supplemenlal ReNm �_ 3. Remalntler ReNm(Oate of DeatM1 . . Pnar to�RtSe2J �� p_ LImI�eCEsta�e ` � yyFwwemmrosComvmmise . S. FeUeralEstateTaxReWrnReqwree _ � �aa�eneea�naner z-�aaa� oawaemoleeiesie�e 0 aen�melmalneeaovmgTmst g. TotalNumberol5ate�epositBoxes x 8. (A�Ie�LOPYa1Wi11) .. . �' lPR1ed�CopVo�TmsQ 9. L��iga�io�PlOCBEd4Receivetl _ ID.peiwee�°@"Si�Pa°dr�°agb�l�ee�� _ � �� ElecYionto�axuntlB�5BG.9113(H) -- (HtlacM1 Sc�etlWe 0� CORRESPON�ENT-THIS SECTION MUST BE GOMPLETEO.ALL CORRESPONDENCE ANO CONFIOENTIAL TAX INFORMATION SHOULD BE OIREQED TO: Name Day[ime Telephone Number MICHAEL L BANGS 717 730 7310 � REGIST�R 0F W ILLS USiE ONLY<� � Firs[Line ot Atltlress 429 SOUTH 18TH STREET " Second Line o(Atltlress � '� 3 DATE FILED=� � � �' CityorPos[Oftice SUte ZIPCotle - �� - CAMP HILL PA 17011 � W n co..asponaenrse-ma�iaddress: mikebangs@verizon.net unaerue�amesoice�i�niaeciaremauna�eexamineam�sremm,�mcwe�nqaccompanymgscneawesanes�aiemen�s, nd�ometesiormyknowieeqeaneoeoet. It is ime,correct antl complete.oeclara0on ot preparer otner Inan iM1e pereonal representa0ve Is oasea on al1 mbrmalion or wnicn preparer nas any knowletlge SI6NNT FPER50 ESPONSIB.LEf�ORFlLINGftETURN �ATE N 1� Juliet R. Gay �—�B _ �S POOaESS 1399 Letchworth Road Camp Hill PA 17011 51GNITIfPEOFPPEPAPEROTHERTHPNPEPR 1{Tr�1NE '�AT� ��( 7 ./ Michael L. Bangs � ,;�S nooHEss � 429 South 78th Street Camp Hill PA 17011 Sitle 1 L 150561�143 1505610143 J � J 1505610243 REV4500 EX OecetlenPs Social Security Number oe=e��•�•me Rosenberry, Barbara J. . _-._ _ . . _ .. __ _ .. _ _- ._. .___.__ _ .- _._. RECAPITULATION 1. RealEs�ate(ScheduleA)_._. ... ......._ ....__. 1. 0 . 00 2 StocksantlBontls(SchetluleB) __.._. .____ .____ 2. 3. posely Heltl Corporalioq PaRnership ot Sole-Pmprietorship(Schedule C)......... 3. 4. Mortgages 8 Noles Receivable(Schedule D)... .......... ._._.__ 4. 5. Cash,BankOeposi�sBMiscellaneousPersonalProperty(ScheduleE)__.._.___ i 6, 416 . 48 6. JoinOy Ownetl Propetly(Schetlule F) � . Separa�e BillinG Reques[etl........__ 6. 17 � 196 . 14 (ScneduleG) rProba�eProperty ] IntervVivosTransfer58Miscellaneousf�on.. SeparateBillinqReQues�etl.__.___ �. 10(j, 199 . 95 B. Tolal Gmss Assets(total Lines 1 �hrough]).. ._._... ____. g. 129� 819 . 57 �9. Fune�alExpensesantlAdminishativeCosts(ScheduleH) ._.. ._.... & �� 16, 660 .�30 10. DeEts of Decetlen�,Morigage Liabilities and Liens(ScM1etlule p.._._.._............._. 10. 14 ,539 . 61 11. TOUlOetluctions(totalLines9antl10).__._. _._.... .........._. ��, 33 �219 . 91 12. Ne[ValueofEstate(LineeminusLineit�_.. __..... .....__ 1p. 96� 594 . 66 13. CharitableantlGavemmen�alBequestslSec9113Tmstsforwhich an election b tax has not been matle(Schetlule J)........__.._.........._______...._. 13. 14. NetValueSubjecttoTaz�Linet2miwsLinel3) ._..__ __..... 14. 96�594 . 66 .- . _. __ .. _ . TAX COMPOTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax ra�e.or transfers untler Sec.9116 15 Q . Q� (a)(L27 X.00 t5. nmountot�ineiataxab�e 96� 594 . 66 �6. 4 � 396. 76 a�lineal ra�e% .045 11. AmountofLinel4�axable Q . QQ 1]. � . �0 at sibling rate X.12 18. AmouMofLine141axable Q OD �B 0 . p0 at rollateral rate X.15 is. rnxoue_ _._...__ __...... ..___. .____ iy_ 4 , 346 . 76 20. FILL IN THE OVAL IF VOU ARE REOUESTING A REFUND OF AN OVERPAYMENT. � Sitle 2 L 1505610243 150561U243 � REV-1500 E%Page 3 File Number 21-74-0636 DecedenYs Complete Address: DECEDENT'SNAME Rosenberry, Barbara J. _____. _ . _ _ _ ._. —. . .._.__ STREETA�DRESS 708 Alberta Avenue _ _ . _- _. . .. _. .___. _ _ _ —_ .. .. . . CITV �. STATE ZIP Mechanicsburg � PA '17050 Tax Payments and Credits: i. Tax Due�Pege 2.Line 19) (17 4.34676 2. CretlitslPaymen�s A. Prior Paymenls B. Dismunt 0.00 � �� Total Cretlits�A +6) (z) 0.00 3- INeres� (3) --- q_ If Line 2 is greater��an Line 1 +Gne 3,enter ihe tlifference. This is�he OVERPAVMENT. (4) Check boz on Page 2,Line YO to request a retuntl �, ❑Linel +line3isgrea�erihanLlne2,en�er�hetliRerence. ThisislheTAXDUE (5) 4�346.7s Make Check Payable to REGISTER OF WILLS, AGENT. ... ,..,� � c2�' � r� ' . .. . � . . . . . _ . PLEASE ANSWER THE FOLLOWING �UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. �itl decetlent make a Vansfer antl: Ves No a. re�ain Ue use or income of the proper�y lransterre4. .._._.. ___._ .._... x b. retain Ihe right to tlesignate who shall use the pwperty Vansferred or its nwme .__._. ..... .x c. retain a reversionary interest,or._.. __..._ ._...... ......... ._ , x tl. receive IM1e promise for lite of either payments,benefts o�ca�e�__. _.. �. 'r 2. If dea�h occurred afler Dec. 12, 1982, tlid decetlent Irensfer pmperty within ane year of tlea�h without _, receivin9ade9uateconsderetion�__.__ _._..... ........... ....__. ....._. x��. 3. Ditl Decetlent own an"in�rust(or' or payable upon death bank account or security at his or her death?...._. . . 'i x��. 4. �itl tlecedent own an Indivitlual retiremen�account,annui�y,or other non-probate pmpeRy which con�ainsaEenefciarytlesi9na�ion?..___ ___._ _....... ._.......... ........... � �__ IF THE ANSWER TO ANV OF THE ABOVE pUESTIONS IS VES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. _:,L , �x � ,_ :. . , ' _� , . �.: , , ,. �. �, C- . For tlates of death on o�after July 1, 1994 and before Jan.��1, 1995 Ihe tax rate imposed on�he ne[value af Iransfers to orfor�he use of[he surviving spouse ls 3 percent[]2 P.S-§9116(a)(1 1)Q)]. Por tlales of tleath on or aker January 1, 1995.ihe lax rate imposed on the net value of Iransfers to or tor�he use af Ihe suviving spouse is 0 percen� �]2 P.S.§9116(a)(1.1)(ii)]. The slatule tloes not exemp�a Vansfer to a surviving spouse fmm�ax,antl the sta�Nory requirements(or tlisdosure of asse�s antl ftling a�ax reNm are still applicable even if the surviving spouse is lhe only beneficiary. For tlates o(tleath on or aker July 1,2�00: • The�ax rate imposetl on the ne[value of lransfere from a deceasetl child 21 years of age or younger a�tleath to or fo�the use of a nalural parent,an adop�ive pa�enl or a slepparenl of�he child is 0 percen��2 P.S.§9116(a)(12)�. . The[ax rate imposetl on Ihe net value of[ransfers�o or for ihe use olthe decedenfs lineal benefciaries Is 4 5 percent,except as noted in ��2 P.S.§9116(a)(1)l. . The tax re[e imposetl on tM1e net value o�hansfers�o or for Ihe use of Ne tlecetlenPs siblings is 12 percent[]2 P.S.§9116(a)(1$)�. A sibling is tlefned untler Sedion 9102,as an individual who has at least one parent in common wi[h�he tlecetlent whether by blooG or atloption. a...isoxex.iov�o� SCHEDULE A pennsylvania REAL ESTATE oeraarmErvl oFAeveHUE INHEFITPNCETFXRETVRN aEs�oErvr oECEOErv1 ESTATE OF FILE NUMBER Rosenberry Barbare J 21-14-O6S6 an re.�nron.m own.a.ol.�y or sa.t.n.m In common must o.naonea n�.b m�d.t v.W..Pan marke�valua is aenoea a:�ne once at wnrn vmv.MweWe ee ev�langeO�aM'eenawillinB�uyeran4awillinBselle�.netl�e�0emgmmpelleE�oEuy orsall.bol�M1ennB/aasone0laknowla0geo��M1erelennl�acl5. Reel propeM�h��n�olnllyowneJ wi1M1 nBh�ol mrvivonM1ip mufl Le ElftlmeE on ecM1etlule F. AX¢M1 a copy e11M1e aeXlemen�¢�eel ll�b pmpnM M1u Gem wIO IncWtle e capY o��e tleetl cM1owlnq Ea[aOen�Y in�ena�I�owne0 ae lenm�in[ommon. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate-708 Alberta Avenue, East Pennsboro Township. Tax Parcel N09-18-1310-745. At this time we are unable to provitle a value as the real esfale has not been sold yet We will Tle a supplemenW I return for the real estate as soon as passible. Please suspend the assessmant of tax on lhis asset. TOTAL(Also enter on Line 1, Recapitulationl Q(more space Is neetle4 atleitional pages oi Pe same size) Gopyright(c)2010 fo�m so(iware only T�e Lackner Gmup,Inc Fortn PA-0500 Schedule A(Rev.01-10) a..isoe eu�n.�ol SCHEDULE E pennsylvania CASH, BANK DEPOSITS, 8 MISC. oeanarme�+*oFaevervue PERSONAL PROPERTY NHERITPNCE iAY RETUftN RESI�ENT OECEOENT ESTATE OF FILE NUMBER Rosenberry Barbara J 21-14-0636 an p��ima me cro�ea:o�in�ee�io�a�a ina ea�a ina c��ae..a�re�amea ov�na anma. ov.ny i��uyow�.ewim ma nsni o�:��.i.o,.n�v m�:i e.ai.oio..a e�.rn.am.r. ITEM VAW E AT DATE NUMBER DESCRIPTION OF DEATH 1 Monumental Life Insurence ��'89 2 Refund -Long term care insurance(Monumental Life Insurance Co.) 980.00 3 Refund from Department Stores National Bank Credit Account 6.00 4 Refuntl(romGastroenterologyConsulWnts 35.00 5 RefundfromHighmark 195.20 fi Re(undfromHighmark 904.00 7 RefundfromHighmark 3.'172.34 8 Refund(rom Highmark �D.ZZ 9 Refund from Holy Spirit 735.19 10 Refund from Mortgage Service Center-20'14 overage of escrow account 32fi.79 11 Refund from Antlrews&Patel Associates 343.02 12 Refund from Spirit Physician Services 60.00 13 Refund from Spirit Physicians 40.00 14 Refund from the Bon Ton 39.04 15 Refuntl from USAA 24'�9 TOTAL IAlso enter on Line 5, Recapitulationl 6.416.48 pt more svace Is neeaea,atltlitional pa9es orme same size) Copyright(c)20ID Porm software only The Lackner Gmup,Inc. Fortn PA-1500 Sc�etlule E(Rev. 11-10) ae.-�ws ez.ioa�o� pennsylvania SCHEDULE F oeaAAm+Er+rorREvexue JOINTLY-OWNEDPROPERTY INHEFITANCE TM PETURN ESTATE OF FILE NUMBER Rosenberry Barbara J 21-14-0636 r.�..aa�w.:m.a.�om�wnn��o�.y..r onn.a.cees�r.em oi a..m,n m�.�ee reoa�ea oo.�n.mi.c. SURVIVMGJOINTTENANT(SINAME ADDRESS RELATIONSHIPTODECEDENT A. Juliet R. Gay 1399 Letchwarth Road Daughter Camp Hill, PA 17011 B, Charles K. Rosenberry,Jr. 1027 Western Avenue Son Northbrook, IL 60062 C. JOINTLV OWNED PROPERTV: DESCRIPTION OF PROPERTY ��F onrE oF oenm ITEM LETTER DATE irvcwoervnm[oFFivaHcwuHsiiiu*iouArvoenercaccourvi DATEOFDEATH OECD'S oweoEers�ieaesi NUMBER FORJOINT MADE HumesaoesiMivaioervnrrwcnuMaea.anncnoeeoroa VALUEOFASSE WTEREST TENANT JOINT �oiN*�xHe�oaEn�esrare 1 A 04112/1993 New Cumberland Fedenl Credit Union- 18.715.45 3�.000% 6.116A0 Savings Accaunt-This account was owned by the tlecedent and her hvo children. 2 A 04/14H993 New Cumberland Federal Credit Union- 2.551.77 33.000% 842.08 Checking Account-this account was owned jointly by the Decedent and her two chiltlren 3 A 04/7P/7991 NewCumberlandFetleralCreditUnion- 199.18 33.000% 65.73 Savings accounbthis account was owned jointly by the Decedent antl her two children 4 A 04H1/1993 NewCumberlantlFederelCretlitUnion-CD 5,373.49 33.000% 1,77325 4799-this account was ownetl jointly by the Decedent antl her two children 5 A 0411T11993 NewCumberlandFederalCreditUnion-CD 5,149.85 33.000% 7,699.45 6867-this account was ownetl jointly by the Decetlent and her lwo children 6 A 04HP/7993 NewCumberlandFetl¢nlCreditUnion-CD 10,093.08 83.000% 3.330.72 8793-this account was owned jointly by[he Decetlent and her lwo chiltlren Total of Continuation Schetlule ee anachea page TOTAL(Also enrer on Line 6, Recapitulationl 77.798.14 �n more spzce Is neeaea,aaaiaonei pa9e�or me szme siee7 Copyright(c)2010 form software only The Lackner Group, Ina Portn PA-0500 Schetlule F(Rev.01-10) a..-isw ex.wa�o� pennsylvania SCHEDULE F oePaArMeHrorRcveNue JOINTLY-OWNED PROPERTY INHERITANCE TM RETORN AEsiosxroecEOEHr continued ESTATE OF FILE NUMBER Rosenberry Barhare J 21-14-0636 If an asset was made joint wiNin one year of the decedent's date of death, it must be reportetl on schadule G. JOINTIV OWNEO PkOPERTV DESCRIPTION OF PROPERTV %OF oA1e ar oen�r ITEM �ETTER DATE wcwoervnmeoFFiNaNcinurvsliro*iorvAnoanercaccouur DATEOFDEATH pECD'S vnweoF NUMBER FORJOINT MADE rvuMeEaoasiMivaio[uriFvie�cNUMaEA.nrrncnoc[o�oa VALUEOFASSE INTEREST oECEOENrsirvr[r+Esr TENANT JOINT �oiHr�r-HE�oAEn�Es*n*e. 7 A 04/12/1993 New Cumberland Fetleral Credit Union-CD 10,03275 33.000% 3,310.8'I 9431-1his account was ownetl jointly by the Decetlentand hertwo chiltlren TOTAL IAlso enter on Line 6, Recapitulation) 17.198.14 Copyrighf(c)2010 form soitware only The Lacknet Gwup, Ina Form PA-0SOU SCM1edule F(Rev.Oi-10) Pev-1fl0 EXr�08�09� SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND oeaAA.MenroFReveH�c MISC. NON-PROBATE PROPERTY INHFRITPNCE TM RETURN AEsmEHrocceoEul ESTATE OF FILE NUMBER Rosenberry Barbara J 21-14-0636 m��:smeewa m�:i oe�omaia�ae a�a mea n me e�=.er�o a�y ora�e:no�:+m,a�sn n o�Paaa mraa o��na aev-isaa�i:ye:. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH °.c or oecos ExcwsioN TAXAB�E NUMBER TMELOAiEOFiANSFEkSARACHTACOPYOFiI�E�EE�F�ORREALESTATOE. VALUEOFASSET WTEREST (�FAPPLILABLF.� VAWE 7 NationwideLifelnsuranceCompany-IRA; decedenYs 87.478.69 87.478.69 two children are the bene(iciaries of this account 2 Prudential Life Insurance Company of America- 78.721.26 78.721.26 Annuiry;decetlent's lwo chiltlren are the beneficiaries o(the annuiry. TOTAL(Alsa enter on Line 7. Recapitulationl 106.199.95 (It more space I5 neeaeq a40i�ional pages of t0e same size) Capyright(c)2009 fortn software only The Lackner 6roup, Inc. Form PA-1500 Schetlule G(Rev. 08-09) pE�,s„Ex.,1009, gCHEDULE H pennsylvania oEaaa*me�roraeveNue FUNERAL EXPENSES AND iHHeai.A�cEr�N7ruAn qDMINISTRATIVE COSTS ESTATE OF FILE Nl1MBER Rosenberry Barbara J 21-74-0676 DecetlenYs debts must be reparted on Schedule I. ITEM DESCRIPTION AMOUNT p, FUNERALEXPENSES: See continuation schedule(s)attached 10,518.02 g, AOMINISTRATIVE COSTS: 1. PersonalRepresenta�ive'sCommissions Name of Personal Represen[ative(s) SUeetFtltlress City State _ Zio Year(s)Commission Paitl p. n�ror�e�sFees MichaelL. Bangs 6,500.00 3_ Family Exempliort Qf tlecedenfs atltlress is not[he same as claimanfs,attac�explana�ion) Claimant StreetAtltlress City State _ Zio Relationshio of Claimant�o Decetlent 4. Pmba�e Fees 413.50 5. AccountenfsFees t.00a.aa 6. Tax ReWm Preparer's Fees ]. Ofher Administrative Costs Z48'�$ See continuation schedule�s) attached TOTAL(Also enter on line 9, Recapitulation) 78,680.30 Copyrigh�(c)20091orm software only The Lackner Group, Inc Fortn PA4500 Schedule H(Rev. 10-09) BCHEDULE N FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Rosenberry Barbara J 21-14-0636 ITEM NUMBER DESCRIPTION AMOUNT Funeral E:oenses 1 Parthemore Funeral Home 10.518.02 H-A 10,518.02 Other Administra£ve Costs 2 CumberlandLawJournal-esWteativertisement 75.00 3 The Patriot News Co.-esWte ativertisement 173.78 H-B7 248.78 CopyrigM1�(c)2002 form software only The Lackner Group, Ina Fortn PA4500 SCM1edule H(Rev.6-98) Rev-05II E%��II-0BI SCNEDULE 1 pennsylvania DEBTS OF DECEDENT, oEor.R.MEN�orAeve�uE MORTGAGE LIABILITIES AND LIENS NHEkITPNC[i0.[RETORN RESIOENT OLCEOENT ESTATE OF FILE NUMBER Rosenberry BarbareJ 21-14-0636 a.a�n e.ei.m��,rw ev m.a.o.aem pnona a.nn ma r.m.m.a��wie.una aa.o�a.,m,m�wa��o��reime�a.a m.ai�.i..a.�.=.. ITEM VAW E AT DATE NUMBER DESCRIPTION OFDEATH 1 ATBTMabiliry �B.ZZ 2 BankofAmerica Z.�z�.4� 3 Bon Ton -cretlit card payment Zg�.�B 4 EastPennsboroAm6ulance-Invoice#14-163224 904.00 5 EastPennsboroAmbulanceService-Inv.k14-166695 872.00 6 EastPennSboroAmbulanceService-Invoice#14-760720 840.50 7 Foundalion Medicine 3,712.30 8 Harrisburg Phartnacy �38.48 9 Home Depat-cretlit cartl payment 304.92 70 Haspice of Centrol Pennsylvania 2.fi25.00 11 JC Penny-credit cartl payment 457.07 12 JC Penny-balance due on credit card 45.46 13 Kohl's-creditcardpayment 523.19 14 Mary's -cretlitcardpayment �•��52Z 15 Pinnacle Health 20.00 i6 SleepCircle-comfortsleepservices 7022 17 ToyoW Finance 4z5.44 TOTAL(Also enter on Line 10, Recapitulation) 14,539.67 Qt more sDace Is neeaea,aotlitional pages of Ine same size) Copyrlght(c)2�08 form soflwere only The Lackner 6roup.Inc. Fo�m PA4500 Schetlule I(Rev. 1200) RF0.15ll EXr�OL101 pennsylvania SCHEDULE J oevearmEHr orneveHUE ,N„ER�.A��E,�.aE,�aN BENEFICIARIES . ESTATE OF FILE NUMBER Rosenber , Barbara J. 21-14-0636 NAMEANDADDRESSOF RELATIONSHIPTO SHAREOFESTATE AMOUNTOFESTFTE NUMBER PERSONI5IRECENINGPROPERTV DECEOENT (Wortls) ($$3) TAXABLEDISTRIBUTIONS [includeoulrigh�spousal �. tlis[ributions,antllransfers untler Sec.9116 a 12 Juliet R.Gay Daughter one-half of estate 7399 Let<hwarth Road Camp Hill, PA 17017 Charles K. Rosenberry,Jr. Son one-half o(esWte 7527 Perry Drive Frisca,TX 75035 Total Enter dollar amoun�s for tlis�ributions shown above on lines 15lhrou h 18 on Rev 1500 cove�sheet,as a ro riate. NON-TAXABLE OISTRIBUTIONS: II. A.SPOUSAL DISTRIBOTIONS UNOER SECTION 9113 FOR WHICH AN ELECTION TO TA%IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL OISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXA9LE DISTRIBUTIONS ON LINE 13 OF REV-1500 GOVER SHEET ��opyrigM(c)20f 0 form software only The Lackner Gmup.Ina Fortn PA-0500 Schetlule J(Rev. 01-10) ��.�.-� �:� �� - - - - - - - _� ��'�� Ncw Cumberland Federal Credit Uniun }our Cmrinwniq�G'edit Gnion P.O- Roe (SR. Vc�c Cumbcrland.PA 17070-OGSri Phone'. 1�17 i %71-7"U6• I-R00-71(-'_:'_� • F'uv- 171%1 77J-i996• W'eh_ �c�c�cndcunnline ui p Suly 26, 2014 Bangs Law Office, LLC 429 South 18ih Street Camp Hill, PA 17011 RL: Estate o£Barbara J. Rosenberry Date of Death: June 10, 2014 Dear. Mr. Bangs, Pursuant to your letter dated July 24, 2014, in regards to Estate of Barbara J. Rosenberry tl�e information is as follows: Acconnt Number: 69644 Owner(s) o� Account: Barbara J. Rosenberry Juliet R. Gay Charles K. Rosenberry, Jr. Date acet opened: 04/12/7993 DateofDeathBalances: S1 (Savings) $18,715.45 S4 (Checking) $ 2,SS1J7 S9 (Savings) � 199.io CD 4799 $ 5,373.49 CD 6887 $ 5,149.85 CD 8793 $10,093.08 CD 9431 $10,032J5 Dividends as oT 5/3 V 14: $ 65.08 Visa $ 7,905.99 If you need anything additional, pertaining to this �natter, please do not hesitate to contact me directly. Sincerely,�.� i � . ��-� Barbra J. Wr ht Branch Manager Enclosures � ' .. vrna< i-+n nue, yy yp .�� ae�r - rvma�uOiFina��ai.m�. 1 r/% � Sf�Y� .,. ,i.._ P0.6 95. ••r� PM1dn�clpM1in.PA IYI-6 18381 '6'_SYS TTl�.t3nU15V=5]- nnwpmdcmml mm B:1.AGS LAW OFFICE LLC Re: Barbarn 1 Rosenbem AiTN\4CHAEL L. BAIJGS Contrnc� '.�umber. 9821�i(6 329 SOUTH 18'" SiRGFT C.�fY HII.L P9 ll011 du_wt 2 L 201 d Dear\U. Banes�. Tlmnl:vo�Cor yaur inquiry o�the above conhact. The dale of death�;�luc as af lune 10.20 U �cas 518.72 L2G If}�ou have am-yueatiwu. pleose call the Pmdentinl Anvuih� Sen�ice Cenlcr at fHA8) 77A-2888. The $enice Center is open bfondnc throuqh'll�undav behveen 8:00 a.m. and 7:00 p.m-and Frida� benceen S'.00 a.m. and 6:00 a.m. Enstem lime If pou are usine a tzlacommu�icofions Ae��ica foc thz heunne impai[ed.vou map call(800)G54-7637.Dtondac throueh Friduc hehreen 8'.00 a.m. nnd 8:00 p-m. Enstem limc. 9i�cereh'_ lnnuih'Serv'ice Can�er Prudenlial Pinancial Variablo ammlticx arc imvW b�Ruvo Lifc Gvmrana CortNany iln\'nc Yo�A.bc Pnim Lifc Iriainnce Conryem ol SCH Jcncyi.Ro�M1 companies arc loceted in Mwv£.M.Vena0lc vmuiues are Jisvi�uted Fy Pmtl<miel .immi�i<s DnmbumR.Lk_SM1ellun.Ci. 4neA wmwii�vc i>vad b}�Tha PmJCNial Luviance Conqvn of Ammou. All are PnWm1iN Fin',nnial n�mpmmes eml cxch Ia scicip r<�unsibl<!r iia eu�i Lnwiainl mnJrtiun dnJ aMreN�al uhlieailon� .. �PTev 1 uf❑ �a� ��. .�. �, ..., ��.z ., .� .., � q:»<��»m:�� Nationwide Finandal � ., P.O. Box182021 . � g Columbus.OH432t8 y www.nationwide.cIXn Y �`xwa'?:r`.`k t�r7 YpEtr SFUe:� September 16, 2014 Michael L. Bangs 429 South 18�' ST Camp Hill, PA 17011 RE: Annuity Contract Number(s): 01-5917428 Decedent: Barbara Rosenberry This is in response to your inquiry about ihe date of death calculation on Ms. Rosenberry's contrac[. The date of death value on this annuity as of June 10, 2014 was $87,478.69 and represents an estimation oi the present value of future payments due, as of the dale ot death. This value is NaUonwide Life Insurance Company's interpretation of ffie valuaUon required for federal estate haxes as defined in Section 202031-8 of the Internal Revenue Code. In providing this estimation, Nationwide does not recommend use of this value for any other purpose. Questions7 We're here to help. If you require any further assistance, piease contact our annuity service center at 1-800-848-6331, Monday through Friday 8:00 a.m. to 8:D0 p.m. Eastern Time. Sincerely, Nationwide Financial Enclosure Mru1Gu antl lifa insvarca podic4 are Iuuetl by Natimv.i�e Lite insuranw Carqmy a NatimMitle lifa orq Nwuiy Irrsurerice Ganpa�y, Cdumbus.OMo.fie ge�wrel tlistriWta fwvaneble'insuranw proE�cb is Na4mwitle mvesOnen�Services Gmporatim,mam0a FlNftA In MI My Natla�tle InvesMent Svcs.Cdpasllm. Netlorn�iEe.Ne NeEmwitla hanemeik viE On Vau Side are seMw marks of Ne�ormda PMn�al Imurence Gcm�eny. WILL -of- BarbaraJ. Rosenberry I, earbara 1. Rosenberry,of Mechanicsburg, Cumberland County Counry, Pennsylvania, dedare this to be my will,and I revoke all other wills and codicils. L EXKUTORS A. I appoint Charles K. Rosenberry,Jr.and luliet R. Gay ro serve together as Ihe executors of my esiate. B. No execu[or shall be required[o file bond or enter security in any jurisdiction. II. PERSONAL EFFERS I give all of myjewelry, clothing, books, photographs,furniture and furnishings, appliances, and other personal and household items,[ogether with all policies insuring those items,to my children who survive me by thir[y days,to be divided between or among them as they may agree. III. RESIDUARY ESTATE I give all [he rest of my estate to my children, in equal shares. However, [he share of each child of mine who does not survive me by thirty days shallbe distributed to his or her issue who survive me by thirty days,Ihose issue m take per stirpes,or, if Ihere is no such issue,the deceased child's share shall be divided among my other children and distributed to them (or their issue). IV. PROTECTIVE PROVISION Until actual distribution to a beneficiary, no income or principal, or any interest in any income or principal, may be sold, assigned, pledged, or otherwise disposed of in any way by the beneficiary,and no inwme or principal shall be subject to any attachment or other in[erference by any legal or equitable procedure. v.rnxes My executors shall pay from my residuary esta[e all death tazes Payable by reason of my death with respect to all property and interests passing under my wilL 7o the�fullest extent allowable by law or any governing instrument, my eaecutors shall recover from any property or interest passing outside of my will all other death taxes which my executors may be required to pay by reason ot my death. VI. POWERS Of EXECUTORS In addition to the powers given to[hem by law or by other provisions of my will, my executors shall have the following powers,which they may exercise as oken as Ihey consider advisable, and until final distribu[ion,without having to seek or obtain approval from any court: A To retain any property comprising a part of my estate, and[o retain and to invest in all forms of real and personal property, regardless of(I)any limitations imposed 6�y law on investments by executors, (2) any principle of law concerning delegation of investment responsibility, and (3) any principle of law mncerning investment diversification. B.To sell a[public or private sale,to grant options on,to ezchange,or otherwise to dispose of any property. C.To repair,alter,subdivide,or improve any property. D.To compromise, or submit to arbitration, any daims, induding any arising as a resuit of my death. E.To renew,or to eMend the time for the debtor to pay, any ob�igation. F.To pay the cost of perpetual wre of my gravesite asan ezpense of my estate. IN WITNE55 WHEREOF, I have se[my hand on February 26, 2014. �� Barbara 1. Rosenberry In our presence, Barbara 1 Rosenberry signed this instrumen[and dedared it to be her will, and we, at her request, in her presence, and in the presence of each other, have signed it as witnesses. _(�� ,� ' /I�,��1��: �� ,�lI '� j� Nam ddress �Il�� 4 +III � I�lt I /�J'll � - 50� i� zis} �t-. ��mp�;�� ,r�P� ��o� � Name Address ACKNOWLEDGEMENT COMMONWEALTH OF PENNSVLVANIA COUNTY OF Cumberiand I, Barbara J. Rosenberry,the testator, whose name is signed to the attached or foregoing inst�ument, having been duly qualified acmrding m Iaw, do hereby acknowledge that I signed and ezecuted the instrument as my las[will;that I signed it willingly; and that I signed it as my free and voluntary act for Ihe purposes therein ezpressed. 8 �� Barbara 1. Rosel erry Sworn or affirmed to and acknowledged before me by Barbara 1. Rosenberry,the testator,this 26th day of February 2014. COMMONWEAITH OFPENNSYLVANIA Nobnal Seal Mary B.Zcplin,Notary PyqK I FER G¢nRQq'O TwV.�CUI11EttIdM C011lI1y rn��rce. io,mis ,—��— `ur== �v--�.< ,ssoa�noxorrwrr,w¢ (SEAL Notary Gublic AFFIDAVIT COMMONWEALTH OF PENNSVLVANIA COUNiV OF Cumberland We,and,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified acmrding to law, do depose and say that we were present and saw the testator sign and execute the instrument as his/her last will; that he/she signed willingly and that he/she eaecuted it as his/her free and voluntary act for[he purposes therein expressed; that each of us In the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. i,� �V.C�9l ;� ( li-,�� f �4.�, wc s "�__��' Witness Sworn or affrmed ro and subscribed to before me by and, witnesses,this 26th day of february, 2014. (SEAL�� ONWFALTM OF PENNSYLVANU noanN 5N Msy B.lep'M,NabY Rblk Notary Public ��c�,amec�ana counry My CpMY4bn E�Irts FeD.10�201fi �.vemm v.m, .�u+�:<n�a nornwa