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Home My WebLink About05-13-15 (3) i: n � iii � � 1505618627 sMasa�,0000 pennsylvania oEanam+ENroFREVENUE EX(03-14)(TP) REV-1500 ��FFICIAL USE ONLY County Code Year File Number Bureau ot Individual Taxes INHERITANCE TAX RETURN Po aox Zsoso, 21 14 0 S 6 6 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of f3irth MMDDYYYY 0530207,4 0811193L1 DecedenYs Last Name Suffix DecedenYs(=irst I�ame MI f1ENGLE PHYLISS C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's F irst Name M I THIS RETURN MUST BE FILED�N DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Retum � 2. Supplemental Retum �_� 3. Remainder Retum(date of death prior to 12-13-82) � 4. Agriculture Exemption(date of � 5. Future Interest Compromise(date of C_1 6. Federal Estate Tax Retum Required death on or after 7-1-2012) death after 12-12-82) � 7. Decedent Died Testate � 8. Decedent Maintained a Living Trust �__ 9. Totai Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) � 10. Litigation Proceeds Received � 11. Non-Probate Transferee Return �_� 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) � 13. Business Assets � 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number KEITH 0 • BRENNEMAN 77,7-697-8528 First Line of Address 44 WEST MAIN STREET Second Line of Address City or Post Office State ZIP Code MECHANICSBURG PA 17�55 CorrespondenYs email address: _ REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY :v �7 `=� r---+ � ��E FILED�MP "? f r^� "�i 'i7 �',� �7 � �`-'l C"'j —C �,7 ;:7 �::w �__ :�� F�—� PLEASE USE ORIGINAL FORM ONLY ' � �"'3 � �I:� . . ..., Side 1 -� ;y ;� •i ^-=� - T`1 � I II'lll II��I IIIII"I'I�III��II'I IIIfI I'II'IIIII IIIII I'II I�II , Q ' i(i � � 1505618627 }�.�056186r�7 rn �� ' u-� `� � J 15056186�5 REV-1500 EX(TP) DecedenYs Social Security Number �ecPde�rSNaine.rlENGLE PHYLISS C RECAPITULATION 1. Real Estate(Schedule A) • • • • � • • • • • • • • • • • • • • • • � �1 4 4 ,7 5], • 0 0 2. Stor,ks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. O • �� 3 Closely Neld Corporation,Partnership or Sole-Proprietorship(Schedule C). , . , . 3. Q • �� 4. Mortgages and Notes Receivable(Schedule D), , , , , , , , , , , , , , , , , , 4. � • �� 5. Cash, Bank Deposits and Miscellaneous Personal PropeRy(Schedule F). , , , , , 5. �a ,7 5.� • �Q 6. Jointly Owned Property(Schedule F) � Separate Billing Requested. . . . . 6. p • �� 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) n Separate E3illing Requested. . . . . 7. 113�5 0 0 • 0 0 8. Total Gross Assets(total Lines i rr�ro�,An�� . . . . . . . . . . . . . . . . . . a. 5 8 7��Q 6 • �� 9. Funeral Fxpenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9 ' �S,Z Q�4 • �1 8 10. Debts of Decedent, Mortyage Liabilities and Liens(Schedule I), . . . . . . . . . 10. 5,�,4`� • 11 1 1. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 1 1- 4� ,�5 3 • 5 9 1?_. Net Value of Estate(l.ine 8 minus Line 11) . . . . . . . . . . . . . . . . . . . 12 S 4 6,�i 5� • 4�, 13. Charitable and Govemmental t3equests/Sec.9113 �rusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 13. b,3 6 8 • �� 14. Net Value Subject to Tax(Line 12 minus�ine 13). . . . . . . . . . . . . . . . �a, 5 4�,2 8 4 • �$ TAX CALCULATION - 8EE INSTRUCTIONS FOR APP�ICABLE RATES 15. Arnount of Line 14 taxable at the spousal tax rate,or transfers urkler Sec.9116 (a)(1.2)X .Ol� Q , Q[� 15 � • �� 16. Amount of Line �4�xable atlinealratex .o � 54Q ,284 • 3$ �� 24 ,312 • 80 17. Amount of Line 14 taxable at sibling rate X .12 � • 0� 17 Q • �� 18. Amount of Line 14 taxable at collateral rate X .15 � - Q 0 18. � - �� 19. TAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2�1 , 312 - 80 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Under penalties of perjury.I declare that I have examined this retum,including accompanying schedule.s and staternents,and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the person responsible for filling the return �s based on all informatian of which preparer has any knowled,ye. ' � RE OF PE SC ESP NSIE3LF F f 1L.ING Rf=TUf2N DATF -7 �,e � r' ' '�� (-rG d , ,,, �'`� 1 U 1 A DRESS f1ARK R • MENGLE , CO-EXECUTOR DAVID C • _f1ENGLE , CO-EXECUTOR SIC' TURE OF PREPARFR OTHER THAN PFRSON fZESPC)NSI[3LE FOR FILING THE RETURN DATE J�' �� "�� AUDRFSS KEITH 0 - BRENNEf1AN 44 WEST �1AIN STREET, �1ECNANICSBURG ��"` PA, 17055 I I'IIII II��I'�III��I�I��III1IIaII IIIIi III�'IIIII�III I��I Side 2 ],5 Q 5 61!3 6�S � � 3M464810.000 i. 'u a �� RE.V-1500 EX(TP) Page 3 File Number DecedenYs Com plete Address: 2], 1,4 �5 6 6 DECEDENTS NAME ^ MENGLE PHYLISS —_C STREEIADDRFSS _�_� S K Y L_I,�I F___�R_��,_.S�l_4V_��P R I N G TOwNSHIP __.__—___ CU�IBERLAND --- CITY S iF�T[= ZIP MECHANICSBURG PA ],7050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�) 2 4 ,312 • 8 0 2. Credits/Payments A. Prior Payments _ 2 O ,0 0 0 • 0� 13.Discount ti�� (See instructions.) Total Credits(A+ B) (2) 21,�� - �� 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) ��312 • 8� Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . . . . . ❑ ❑X 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. f"or 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)]. f=or 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 f'.S.§9116 (a)(1.1)(ii)�.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disciosure of assets and filing a tax return are still appiicable 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 step-parent 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 sibiings is 12 percent [72 P.S.�9116(a)(1.3)J. 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. srnns�, a.000 i � ii� � �F�_,SozEX�"z_,z, SCHEDULE A pennsylvania DEPARTMENTOFREVENUE INHERITANCE TAX RETURN REAL ESTATE ' RESIDEMTDECEDENT - _..._._._..._--_._.. ESTATE OF: Fi�e rvunnseR: Ph�liss C. Mengle _ _____ 21 14 0566 __ All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defned 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 reasonabie knowledge of the relevant facts. Real property that isjointlyowned with right of survivorship must be disclosed on Schedule F. _--- Altach a copy of the setilement sheet if the properly has been sold. ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE NUM[3ER DESCRIPTION OF DEATH 1. Property known and numbered as 330,000.00 92 Skyline Drive, Silver Spring Township, Cumberland County, Mechanicsburg, PA 17050, sale value (see attached settlement sheet) 2 Lot known and numbered as 45,590.00 100 Skyline Drive, Silver Spring Township, Cumberlan3 County, Mechanicsburg, PA 17050. Parcel #38-18-1336-003. Valued using the Common Level Ratio as £ollows: Assessed value $47,000.00 x . 97 CLR Factor = $45,590.00 Bequest to Claudia M. Clymer under Item Fourth o£ Will 3 Lot located on Skyline Drive 69,161.00 Silver Spring Township,Cumberland County, Mechanicsburg, PA 17050. Parcel #38-07-0459-023. Valued using Common Level Ratio calculated as follows: Assessed value $71,300.00 x .97 = $69,161.00 Bequest to David C. Mengle under Item Fifth of Will _ TOTAL (Also enter on Line 1,Recapitulation.) $ 444,751.00 zwasss z.000 If more space is needed, use additional sheets of paper of the same size. i. .a .� �� . RFV-1508 EX*(08-12) pennsylvania SCHEDULE E °EP'v�T"'E"TOFRE�E""E CASH, BANK DEPOSITS & MISC. R si ENT Ec eNTT"RN pERSONAL PROPERTY ' ESTATE OF: FILE NUMBER: __Phyliss C. Menqle __ 21 14 0566 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. fTEM VALUE AT DATE NUME3ER UESCf�IPTION OF DEATH 1. Aetna, Inc. 4,319.73 pension payments due the decedent, contract #GA-845 2 Ameriprise Financial 850.53 dividend check due the decedent from Ameriprise Financial 3 Cash 10,000.00 • withdraw on the decedent's date of death from Orrstown Bank #111000088 Q Erie Insurance 233.00 premium refund due the decedent 5 Highmark 251.17 premium refund due the decedent 6 Household goods 400.00 personal property retained in-kind by beneficiaries 7 John Hancock Insurance Company 189. 95 premium zefund due the decedent 8 Orrstown Bank 449.07 checking account #111000066 9 The Bank of Landisburg 10,002.55 certificate of deposit #700029243 10 Prudential Life Insurance Company 0.00 proceeds from life insurance on the decedent's life in the amount of $3,739.78, account #473105123. This item is non-taxable and is listed for informational purposes only 11 Jewelry 0.00 an appraisal determined that the jewelry was costume jewelry and had no value. This is listed £or informational purposes only. 12 United States Treasury 1,791.00 refund due the decedent on 2014 Individual Income Tax Return 13 Commonwealth of Pennsylvania 268.00 TOTAL(Also enter on line 5,Recapitulation) $ 2 B,755.00 2wa6no 2.00o If more space is needed,use additional sheets of paper of the same size. I IIY IA 1111111 . � Estate of: Phyliss C. Mengle 21 14 0566 Schedule E (Page 2) Item Value at Date No. Description of Death refund due the decedent on 2014 Individual Income Tax Return Total (Carry forward to main schedule) 0.00 KE_V-1510EX+(OS-09) SCHEDULE G pennsylvania DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Phyliss C. Menqle __._.__ 21 14 0566 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 PROPERIY EXCLUSION TF�XAl3LE ITEM II�LIAETIEW�MEOFTIETR4NSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFUEATH %OFUECD'S NUMBE r�onrEOF rR�Ea nrrncrincoPv oF rr+E oeeo FOR REn�ESTn1E VALUE OF ASSET INTEREST _ _._�F� t+�PLlcne�E VALUE � Ameriprise Financial 333,983. 66 100.0000 333, 983.66 0.00 brok�rage account #00062428742 133. Payable on death to Claudia Clymer, Mark Mengle, Daivd Mengle 25� each. Garth Rickards & Olivia Rickards 12.5$ each. Separate billing requested for each beneficiary. 2 Ameriprise Financial 134,455.38 100.0000 134,455.38 0.00 brokerage account #00078192123 133. Listed beneficiaries are Claudia Clymer, Mark Mengle & David Mengle 25$ each. Garth Rickards & Olivia Rickards 12.50$ each. Separate billing requested for each beneficiary. 3 .Ameriprise Financial 241,582.18 100.0000 241,582.18 0.00 annuity account #93108058105 004. Payable on death to Claudia Clymer, Mark Mengle, Daivd Mengle 25� each. Garth Rickards & Olivia Rickards 12.5� each. Separate billing requested for each bene£iciary. 4 Gifts made within 1 year of death as follows: 179,500.00 100.0000 66,000.00 113,500.00 � TOTAL(Also enter on line 7, Recapitulation)$ ( 113,500.00 --- ---- -- - ---L--- — If more space is needed,use additional sheets of paper of the same size. 9W46AF 2A00 i u e �� Estate o£: Phyliss C. Mengle 21 14 0566 Schedule G (Page 2) Item DOD Value Taxable No. Description of Asset $ Interest Exclusion Value a. Mark R. Mengle, decedent's son - $14,000.00 b. Claudia Clymer, decedent's daughter - $14,000.00 c. David Mengle, decedent's son - $14,000.00 d. Garth Rickards, decedent's grandson - $11,500. 00 e. Olivia Rickards, decedent's granddaughter - $11,500.00 £. Cheryl Mengle, decedent's daughter-in-law - $14,000.00 g. David Clymer, decedent's son- in-law - $14,000.00 h. Marjorie Mengle, decedent's daughter-in-law - $19,000.00 I. John Rickards, decedent's son-in-law - $14,000.00 j . Timothy Clymer, decedent's grandson - $4,500.00 k. Nathaniel Clymer, decedent's grandson - $4,500.00 l. Ellen Clymer, decedent's granddaughter - $4,500.00 m. Matthew Wilki.ns, decedent's grandson - $4,500.00 n. Benjamin Mengle, decedent's grandson - $4,500.00 o. Cera Knaby, decedent's granddaughter - $4,500.00 p. Andrew Wilkins, decedent's grandson - $4,500.00 q. Forrest Mengle, decedent's grandson - $4,500.00 r. Jared Wilkins, decedent's grandson - $4,500.00 s. Jamison Mengle, decedent's grandson - $4,500.00 t. Kristofer Mengle, decedent's grandson - $4,500.00 u. Ethan Mengle, decedent's grandson - $4,500.00 v. Jenna Mengle, decedent's granddaughter - $4,500.00 Total (Carry forward to main schedule) 0.00 HE�-,5„Ex'`°e-,3, SCHEDULE H � pennsylvania oePar�TMeNTOF ReveNue FUNERAL EXPENSES AND ,NHER,TAN�ET�RET�RN ADMINISTRATIVE COSTS RESIDENT DECEDENT _,__,__ _-- ESTATE OF FILE NUMBER _Phyliss C Mengle 21 14 0566 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION __ _ AMOUNT A. FUNERALEXPENSES: � Malpezzi Funeral Home, Inc. funeral services 11,137.44 Total from continuation schedules . . . . . . . . . 1,495.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 3,500.00 Name(s)of Personal Representative(s)David C Mengle & Mark R. Mengle Street Address 84 Skvline Drive(David)/76 Skyline Drive_____ City Mechanicsburg State PA ZIP 17050_.._._ Year(s)Commission Paid:___ _._—_._. z. Attorney Fees: Snelbaker & Brenneman, P.C. (Estimated) 1,200.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation.) 3 500.00 Claimant David Mengle —..__—___ ' Street Address 84 Skyline Drive ____—_ City Mechanicsburq_ _ State PA ZIP 17_0.50_ Relationship of Claimant to Decedent SON __—__..._ 4. Probate Fees: 503.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 David Mengel storage/office supplies used in the administration of the estate 90.55 Total from continuation schedules . . . . . . . . . 13,777. 99 TOTAL(Also enter on Line 9,Recapitulation) $ 35,204.48 3W46AG 2 ODO If more space is needed, use additional sheets of paper of the same size. Estate of: Phyliss C. Mengle 21 14 0566 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Rolling Green Cemetery grave opening 1,495.00 Total (Carry forward to main schedule) 1,495.00 i. . � �.i.� . Estate of: Phyliss C. Mengle 21 14 0566 5chedule H Part 7 (Page 2) 2 Debra Basehore Wiest, Tax Collector real estate taxes due on 100 Skyline Drive and lot on Skyline Drive 422.30 3 Claudia Clymer reimburse for jewelry appraisal 59. 63 4 Cumberland Law Journal advertising Executors' Notice 75.00 5 Erie Insurance homeowners insurance premium 544.00 6 Funeral luncheon, supplies and lunch for house cleanup crew and fix plumbing issue at property 1,500.00 7 Penn Waste trash service 76.34 8 PPL Electric electric service 388.92 9 Realty Transfer tax on the sale of real estate 3,300.00 10 Register o£ Wills short certificates 25.00 11 RSR Appraisers & Anaylsts appraisal fee 600.00 12 Snelbaker & Brenneman, P.C. attorney services from 6/9/14 to 3/9/15 5,490.00 13 The Sentinel advertising Executors' Notice 222.40 14 Verizon phone service 74.40 15 Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate 1,000.00 Total (Carry forward to main schedule) 13,777.99 REV-1512EX.,,z_,z, SCHEDULE I pennsylvania oePar��nerrroF ReveNue DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES 8� LIENS RESIDENT DECEDENT ----�-_: ESTATE OF FILE NUMBER Phyliss C. Mengle ___ _ ____21 14 0566 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. VALUE AT DATE ITEM NUMBER DESCRIPTION OF DEATH � Debra Basehore Wiest, Tax Collector real estate taxes 4,455.87 2 PA Department of Revenue estimated income tax payment 89.00 3 Penn Waste trash service 38.14 4 PPL Electric electric service 41.13 5 U.S. Treasury estimated income tax payment 443.00 6 Verizon phone service 81.97 TOTAL(Also enter on Line 10,Recapitulation) $ 5 149.11 zw�anH z o0o If more space is needed, inseR additional sheets of the same sir.e. ��-,5,3EX+�°,-,°> SCHEDULE J % pennsyivania � D[PF�F2TMENTOF REVENUE gENEFICiARIES Whi�RIlANCF TAX RFTURN RESIDFNT DECEDL=N1' -- ----------- — ----- -- _--- ---- -——_ —_--- _--.:___-----_--- RLE NUMBER: ESTATE OF: Phyliss C__Menqle ------------------ ----_._.— 21 14 0566 --- -r- — RELAIIONSHIP TO DFCEDENT AMOUNT OR SHARF_ N�ME AND ADDRESS OF PERSON(S)RECENWG PROPERTY Do Nof List Trustee(s) _ OF ESTATE NUML3ER — -- -"-- I TAXABLE DISTRIBUTIONS[Include outnght spousal distributions and transfers under Sec.9116(a)(12).] � Mark R. Mengle 76 Skyline Drive Mechanicsburg, PA 17050 General Bequests: 11,000. 00 15� of Residue: 47,760.21 son 58,760.21 2 Cheryl Mengle 76 Skyline Drive Mechanicsburg, PA 17050 General Bequests: 11,000.00 Daughter-in-law 11,000.00 ENTER DOLIAR AMOUN�S FOR DISTRIDUTIONS SHOWN ADOVE ON LWES 15 TF�ROUGH 18 OF REV-1500 COVFR ShIEET,AS APPROPRIATE. ___ �� NON-TAXAE3L[UISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SF_CTION 9113 FOR WhIICH AN EL[CTION TO T/1X IS NOT 1�KE:Pd. 1. B.CFIARIiAF3LE AND GOVERNMGNTAL DISTI�IBUTIONS: � See Attached 1 TOTAL OF PART II-FiNI'FRTOTAL NON 17�Xl�BI_E:DISTRIf3UTIONS ON I_INF_13 OF f�EV 1!i00 COVEft S11FE:T. $ 4,596.19 _---- ___-- --------- — -- If more space is needed, use additional sheets of paper of the samc sire. 9W46AI 2 000 . i. w oii� . � Estate of: Phyliss C. Mengle 21 14 0566 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 3 Claudia M. Clymer 10 Valley Ranch Road Shermans Dale, PA 17090 General Bequests: 11,000. 00 Lot known and numbered as Inventory Value: 45,590.00 15� of residue 47,760.21 Daughter 104,350.21 9 David Clymer 10 Valley Ranch Road Shermansdale, PA 17090 General Bequests: 11,000.00 Son-in-law 11,000.00 5 Marjorie Mengle 84 Skyline Drive Mechanicsburg, PA 17050 General Bequests: 11,dOG.GO Daugk�ter-in-law I1,O�O.GG 6 John Rickards 7 Alexandria Court Mechanicsburg, PA 17050 General Bequests: 11,000.00 Son-in-law 11,000.00 7 David C. Mengle 84 Skyline Drive Mechanicsburg, PA 17050 General bequests: 11,000. 00 Lot located on Skyline Drive Inventory Value: 69,161. 00 15� of Residue: 47,760.21 Son 127,921.21 8 Garth A. Rickards 7 Alexandria Court Mechanicsburg, PA 17050 10. 0333� of residue 31, 946.27 General Bequests: 8,500. 00 Grandson 40,446.27 Estate of: Phyliss C. Mengle 21 14 0566 Schedule J Part 1 (Page 3) Item No. Description Relation Amount 9 Olivia C. Rickards 7 Alexandria Court Mechanicsburg, PA 17050 10.0333� of residue 31,946.27 General Bequests: 8,500.00 Granddaughter 40,446.27 10 Timothy Clymer 123 Ridge Hill Road Mechanicsburg, PA 17050 2.5333� of residue 8,066.17 General Bequests: 1,500.00 Grandson 9,566.17 11 Nathaniel Clymer 2234 Gleim Court Enola, PA 17025 General Bequests: 1,500.00 2.5333� of the residue 8,066.17 Grandson 9,566.17 12 Ellen Clymer 365 Dever Hollow Road Millerstown, PA 17025 2.5333� of residue 8,066. 17 General Bequests: 1,500.00 Granddaughter 9,566.17 13 Jamison Mengle 40 Tavern House Hill Mechanicsburg, PA 17050 2.5333$ of residue 8,066. 17 General Bequests: 1,500.00 Grandson 9,566.17 14 Kristofer Mengle 1805 Spartan Way Mechanicsburg, PA 17055 2.5333� of residue 8,066.17 Gez�eral Bequests: 1,500.00 Grandson 9,566.17 15 Ethan Mengle 76 Skyline Drive Mechanicsburg, PA 17050 2.5333� of residue 8,066. 17 General Bequests: 1,500.00 Grandson 9,566. 17 I I'tl li 1111111 � Estate of: Phyliss C. Mengle 21 14 0566 Schedule J Part 1 (Page 4) Item No. Description Relation Amount 16 Jenna Mengle 76 Skyline Drive Mechanicsburg, PA 17050 2.53330 of residue 8,066.17 General Bequests: 1,500.00 Granddaught�er 9,566.17 17 Benjamin W. Mengle 130 East Main Street Apt. #2 Shiremanstown, PA 17011 2.5333� of residue 8,066.17 General Bequests: 1,500.00 Grandson 9,566.17 18 Cera Mengle Knaby 202 East Main Street Landisburg, PA 17040 2.5333� of residue 8,066.17 General Bequests: 1,500.00 Granddaughter 9,566.17 19 Forrest L. Mengle 27 Dewai� Drive Mechanicsburg, PA 17050 2.5333� of residue 8,066.17 General Bequests: 1,500.00 Grandson 9,566.17 20 Matthew E. Wilkins 219 Pleasantview Terrace New Cumberland, PA 17070 2.5333$ o£ residue 8,066.17 General Bequests: 1,500. 00 Gra�dson 9,566.17 21 Andrew J. Wilkins 3920 Old William Penn Highway Pittsburgh, PA 15235 2. 5333$ of residue 8,066.17 General Bequests: 1,500. 00 Grandson 9,566.17 Estate of: Phyliss C. Mengle 21 14 0556 Schedule J Part 1 (Page 5) I tem No. Description Relation Amount 22 Jarad M. Wilkins 84 Skyline Drive Mechanicsburg, PA 17050 2.5333� of residue 8,066.7.7 General Bequests: 1,500.00 Grandson 9,566.17 � Estate of: Phyliss C. Mer.gle 21 i4 0566 Schedule J Part 2B (Page 1) Item No. Description Amount 1 First United Methodist Church 135 West Simpson Street Mechanicsburg, PA 17055 2% of Residue: 6,368.03 6,368.03 . . i. u � i�� . . ONBAppmval Vo.2502-0265 :�`';��. a. S�t1tlE�ment Statement (HIJD-1� 1!�[`=.�� .. �� '' �� _ _ _____ _____ _ ____ _- ___.. _____ -� --�� r_,.-� � ES Mon a e Icsurance Ca�e NuR�er t FHA 2 '� RHS 3 I x; Conv Un�ns. 6 File Number. i 7 Loan Number. 9 B � '�.� .;.. VA 5 " __..,.,. Conv.lns. �'� i ' '�. y ' __-__-____ , _._ --- _ _ __ _. ___ _---�---- �_ � _--------- y znl age t are shown.Items ma e i C.Note: Tnis�ortn is fumished tn giv��you a slatement of aclual setliemen•.costs.Amounts paid to and b the setue •(p,o.c)"were paid out ide•�he c os ng Ihey are shown here for mlormat onal puryoses a�d are nol ncluded in tne i �i,. _ _ , ___ ...._._ ...._.. _. .._.-__. � ..----. _ -....-. ..., .�.... .. �.Name 8 PUdress uf Lender . .__... -___..__ .__.__._ � E N2me 8 Fldtlress of Sell r . �G.Name 8 Adtlress ol 6ormwer N1� � Mark R.Mengle and Cheryl 1 Me�ngle 6avid C.Mengle and IAark R.Meng�c (,�.�- .. I 76 Skyline Drive . Executors of the Estalz ot Phyliss G.Menyle, I Mechanicsbury,PA 17050 �; DeceaseA , d' I li �� -- - -------- ' __-- ----- ---- .__ ___._-__.--____�.___.._ .. I.SetHemem Da�e� �___ .-'-_'-_--_____ .._ . � ��-H Se��lemen�AgenC � �.G.Propertylocation�. 'February 11,2015 I ___-----._' - �, �I� 92 Skyline Drive,Mechanicsbury.PA � __--- � �� Place of SettlemenC , � I 44�Nest Main Street Mechanicsbury PA_1?O55 . , __.___...,.. ; ...__l ...__... __..._. ___..._ '� ._.__.__ _.__.. ..__ ._... _..._._.... �� 1-- - --- --�-�--...--i . .._ ....... .__ ...._ __ �_ - __..-- ____ -_.�� -�� 400�.Gross Amount Due to Seller , 100 6rosa Amount Due trom Bxrmver _ _ -��- ��-��I __ _ _ _ -. a P _..._ 5330 000 00 i _ � � $3.3'9.00 ao3._-�- -'---- -�-__..__.-----_ '� ' I 101 Cont2ct sales pnce .._- � � $330 OCO 00 401.Cortract sales nce _ P - ��---- �- --- � ..._. 102 Pereonal property .__ , ,__ I 402.Per onal ro eAv ; � .._..._. __. - .. _._'. ,_._ '_."__ � , 103.5enlemenl char es to bortrnver(line 1400) _.___ _ __..___. --. �-- !_9 ___'--. __-' i q04. � 'i I .-- .__ - - I __. -- . ___-' ._..__ r--_-' , 104. __. _ � __-_- I 405, ..... �----- . __.... ._. �. �ios.Debts to be P��d oH I - - ...-- .-.-. ...._. ... --- _-- - ----- � Adjustrrent for items paid by sellor in advance �' Adjustmeat for items paid by s�Iter in advance _ .- -��- �-� 'i --_ '_ _.... r � �--_ . -. � - - � .. 406.City/town idxes __. . �°- ,.- 106 Ciryftown tases tu .__ -- __..__ �__._ __ : i�_.._ .. _ __ _ _ ._. 407.(.ounN taxes _ ...�o __.. � . _..1 ..__._ � ' 107 Countytaxes �e --�- � � --- - �'�- �-- - --'-- --� 408.Acsessments to _ i ____ - to -- � 708 Assessments � , __ ___.- -- - -�� '- _ _ ___ I--.'-_ .___.. i�--404_ _ _ _. .. -.--.- i _. _ 109. .. - - .______ __. I, 470. . - ___ - - �__.__ ...._... -7 '. 110 � __. ....__.. �._------ . ,__ ._ _.-_ __ . ._._ -� - 411. --.__._ . . .___ -- ,,, ____-� -- � -- -- -- - _ - - _- --- --- - 412. . .._ - .•_ _- ; 112 _. _ ____.._: _---- 5330,00000 - - -- - _ � 720.Groas Amount Uue trom Etorrcwer____ 5333 379.00 � q20.Gross Amount Due to S�Iler . _ 500.Reductlons In Amount Due fo seller _ -- 200.Amount Paid by or in�ehalf o".Boirower _.__.__- . . _'_--' _'.____ ___... I _ -__ __ _ . � -,Cacess deposit(see mstnicho is ___.�___ - �201�Deposit or eamast money -- --- --- � 53 330 00 yO2,Setllement charqes lo seller Q no 1400) ___I _....._ ..._ r202.Pnncipal amount o(naw loan(s) 50 ._. .------ - �- � �� 3`Existint�loan sLWken sub�ecl to __. ..._._._-_-_� � � 203 Exisling loan(s)laken sub�ecl to ..-�� . � .___..__ ..._...._.. �- ��" ' S01.PayoH ol first mongage loan ' '__ .'___ . _ � 204. . __'- -� - _-_ ._ 505 PeyoR ul second moityage loan _ - '_ - I _'_.._ .___ - 205 . -__ j 506 ..._-.._. _...._ .__.. .._. _...._� .... ._.....1 � .. ._. � __-' � ...__ _.. ..._ ,�-.�.___ --_ _ I 5�� ..._ -- �-� ___ _ ,_ ' ___. __ .-_.. - __. '_. � 207. ----- . -_- ' !""_ _'__-_. _.-._- I 5�8 .. ._......._..... ..... ' 208. _- .. -.____ ._._ -_ !.__'_ _. __--�.. -- . -- �509 �_.__'- . j209 �._�--.-. _..-_--.._._._____ _ -.-__. -_-_""-� r------ Adjustments lor rtems unpa d b� eller_ ____1 . . _- ---�I Adju� spneots tor items unpa�c by seller _-. - I---- - �-" � - - �--_ 510.C�•y/tovm ta es _ to_. . I lo - _.. ___` � 210.Ciryltown taxes._--_-.. . _--- -- - --.. � .. � i 511 CouNytazes ._. _ _lo_ _ __ -.___ _--., 211 Countytaxes __ __to . -.�---� .-_ ..._ ' - _ _ � �512 Assessments __ �-- �---� � 212.Assessmenls_.___ . __to .._. ._.._ � .-.. .... . � 573 . . _ __-_ _ .-__. - � 213 ----. - _ ' � _� ._ 514 __ ._. _ _-- . ._ i --- - -- � 575 �� 274 _.__ -i -- _' � --__ __ ...._.. _.. .. _- '_ _ .___ -- _ '� 215 ____._ _._-__..._.._ _.._ ...._ � .__.. . .. ____- I � �__516 _____._ . _.. ___. __...__ f 2t6_ �. , __. . .. .._- .-- '- - . _ -- I 517 .._ - ------�- --- -- ` 217 . . _.__ _� 1 ----- - -- -- - -- � ---� - _.. . 518 _ .._ . �--_.__. -- -----' . 21 B. -{ -- - - `------ .. - -- - I �----'-. t �519 - ' 219 _._ __ � -__ - - . i -- -- � --- .. 53 300 0'� 220 Total Paid bylfor Barto�w:r , 520.Tuul Reduction Amount Uue Seller �_ _ i--��-�- �� -�� -� -� 600 Cash at Settlement tolfrom eller 1 ___.._ .-. 300 Cash at Sealement fromlto 9orrorver� � � I _ _, _ _ __ - - $330 000.00( ( � $333,379 00��. 601 Gross amuunt due to selle p�no 420) I ._,., ._ .,_. 3p1.Gross emounl due from borroHrer iine 120 � _ __ __. . . . ---- ___ __ _ - � � ) i . __-_ .._._ $0.00); 602.L°ss reducuons m amouNs tlue seller hne 510_^( $S 300 00 � 302.Less amuunts peid bylfor boncwer(line 22D) �I( , � ---- _ -- --- ------ - --- ( _I Fr $326 700 00 � � ' I $'i33 379 00�� 603.Cash � �(, To om Seller � � � I 30J Gaeh (X '��.,From ..��l To Borrower � ....... ,, -�_ - - ' .__.. .. .. _ _- ___ �._I_, �:,I."., . ....,,.� .:.:.o. .��.vali!.,: .,: ..^. t i.�:�.I..,�..re 7he Public Repor,mg Burden tor his colletlion of mtormat on-s esl mated at 35 n nutes per sponse for coil cl g �ev ew q and�eporting the data.TY.s agency may n II. t.^.Is!of:. ,r cn 2r ; ,,� .,,....;.: I�-:i�.s(.'.. �.:'I-�.s .+..I..v. s mandawry Tti s is tlesigneA Io proeide tie Farlies lo a RESPA co ered Iransaction with mlormation during�he scttlement oraces . -�---"-"'- HUD-1 - --'--- Page 1 of J Previous eddion are obsolete � .: �� ' �� -- -- -- --- -- _ -- -- �---- --�- -----__ �70D.Total Real EsteteHrokerrees -. . . � ��.__:., . :__.__ ---.._ - . Paid Fmm . I Pald Fram .. � .. . -_� _- - ------ - . _ - �-.-.- - .._:_- � 9oRowere � � senera �. ------------ Division of comm�ssion Qme 7W)as folinws: _-- -�--�- -�{ Fund6 at �. Funds al _.___-_".__ '`_ --' _-___---_-- I Serikment Setllament-�� la , 701.b __--' -'__.._ �. . __ __ ___ '-___." _._ --- . I 702 5 .__10 . ...____ ___ .l_.._-..-_�-----___ . _ _____- ____._. .__.__..._ ..___.__ ._.__.. ,, . �...._ _ _.__._ _.._. . . , 703 Commission paid at setllemenl --'---�------- � �� J. _ __ - �- . ..__-_ .-..; � 704 �__.. _ ._- _ _-_. . .--_ ...____ ..___ _ _._... __._I ____ ...___._ -..___ �_..... _. ._._._. __- 1 __ -- - __. _. ._. _ ..._.. .. L 800.Items Peyable in Connection with Loan _,___ ---- -- - , . ___-__ _'__---__ - __.. . . 5 (fromCFEl�il .._. '. �' 801.Ouroripinationcharge ' --�"- F------ --- ��-- �-- --- -- ,___ ..__ -- - � _„ S (from UFE R2) ._._. .._.._ .. � i 802 Your cretlit or chaipe(pomis)lo�Ihe speufc interes�rate chosen -. ---- i _ ____ ._.____ _..._..._ ____.. ._._ . __.... ......._ . __'' ..___... ...__... .. (framC,F AA . �i B03 Your adjusletl ongination charg�s ----- -�- _..- '._-- -._.-'.__ -_-. -___ �-_ .- ----- (from c FE RJ) ._ � 804.Appraisal fee to '-". ....-- -..-- ....., - ._____ __----._ _.- --.._. .--__- �I BOS.Credit report to (---- - �---�-- .� .-. ...--- � -"- (ro.�n GFE S3)��, _ _______ _---_-'__- �_806.Tax sarvice to , __ ._ (from GFE M3) . ___ ..__ _ '_...._. _.....___.._ _... ..___. __ . ._. i 807.Flood cenificatmn to _ (from GFF#3) . _ __ , _.. .-�, �....__ -.___._ ___... .. ._....___.. .___._ _, __._.. __._____ ��808. _--____-- __'___________.__ ': � .__.. .._.____. _ _ - '__'__. -.'__..._ . _..__.._ ___'.__" �, , . .___..._._' '______ ' ',. `-' �i _.._._... ...._ __..� j 810 . __.___..._. .... __.. .._... .. .._. ._. _. .__ .- �� eii __ _ .. ..... .... _... _._ ._. _. .. ._.. __� '-- -- -� - --.- ' - . . - --- - �-- -' _- '' .. . . . . I 900.Items Required by Lender to be Paid In Advanee ..� . . �� --.- -- .- -��- . _--' -� _.__ l � �� ----v---- _ ; 901.Daily intaresl charges Irom lo Ga1 b.__'__ IdaY________'_ ,((rom CFE�10) __. ___..__ ...__.. .._..,'� - __- --. �---- (GumfFE rt3) ....__. . ___ ._ 902 Mortgage insurance premmmtor _ monihs to „,..__.. ._.... . --- �--- - --- __ _._.. __..._ _'I - ----' -" ._._... __ (fmmC�FE#11) 907 Homeownar's insurancn for years ro _ __ __ ___.__ -___ --- ---- --- �'� � ---- --- ------ , . � �� 904. _ _.. _.. - - ��_ _J �___- ___ ___- _ -_ _ - __ _ -_.. __ - -' -__ " _ _ ' _ '- . . .. . � ' _ ._-...'_-.� � : . .. �' ... �..1000.Reaerves Deposited wHh lender �.. �..: . ,� ' ��.�.� � � :. --. .� .-- - �� -----� � --- �- 7007.Initial deposit tor your escrow aceounl _ (imm GFE S3) � _... I _._ ._ _._.._ _.___ _ _.� __... ____ ' '-'-_ _ __-_ ___- ._-- , �� t002.Homeovmer's msurance monNs Q)5 per monlh S ,.._. --- . ----- -i _....._ ..__._... ._._.__ .___._ .._. :._ .__. .__,._ ..__.___ , � 1003 Mortgage insuraoca monlhs(a?5 per moNh b � .___.__ _... �___ _.._ _____ __;,. __-_.- I !- -_"-_-_ _-.- ,. 1004.Proper�y Taxes mnnlhs�5 per monlh 3 � .__-. ______'---__-__-__'__ _ __ I;_ __ -___-_____--_ _'' ...., i 1005. . monlhs(d 5 per month S ': � ----------------------------_-�--' -' �i-'_-------� � � 1006. monlhs @ 5 `_ Per month 5 ----�-- ,,----- -� �-'.'- ____ . . - i I 'I 1007.Aggregate Adjustment -$ - � - -� __ ___ ._... . _. _.__ ... .__ � 1100.17tIe.CharOea .� ------ - -- - �--- ..... - - -- --- -� `�� .'� � .. __ �- -- '�- _-_ I �� ... . . --- '-----'-- � --�---- (from Gf E�4)! '� I N01.Title serwces antl lender:litle msurance . . .-_- --- - -- ---- -- -- ____ __._ --_ _-- -_. ' __ _' S -'- 1102.Settlement or closing tee __ . - - � - �-�- �- �:- � - Ji ___-_ -- �' 1103.OwneYs title insurance �. (Irom GF x)� _ _ .._j - .-._____ _ _ ._ _-. _ ._ . _.__ .__.. .� .._._______._._-.___ � '.__-_-___.-_"__.____ I 1104.Lender'stitleinsurance --�-i�- � -��- -�"�-��-� ' I -S-�----- I _._.� 7105.Lender's tille policy limtl! - - -- . �.. . . _._._ .r ......_ __� -- - - ------ - --- _-- --- --- � -- 1106.Owner's tdle policy limrt b � � �- --..._-�- -� ---�� -�- ' -._ ____- _.__ _ �'____ . ___-' __- _'._ _ � . . � ' 1107.AgeN's portion of ihe tot+�l IiUo insurance premium to $ .. _T� ---- -�---------t -- -- �-- � - ._ ' ._. .____.._1 �- ---------- � '. 1108.Underwriter's poAion of f��e lotal tille insu2nce premium to �� $ _ � -�:---- - .__ ._..__.___ I _-'_. __--- ____.-_.________. . I � �,-_- . -_-_.__.-'_- . '. '� 1109. ._-',,._.-..__-____ -_,. --_-__--_.__--._.__'-.-.___--______'...____-'_.. . .�-._- ,. 1110. _._;_.-.-.________ .. _-__- � 1111 ........__ -__ __... .__. .__. _. ...... _.... ._!.. _. .__. ..-� - _ .--_-_ _- - - ,� . 1200.Governmenl Reeordfng end Tnnster Charyes .. ',� .: , . __,_ .__ --- -- _... .. . �� --- � ... ... =---- � -------_"'--- ..._$79 00� ----- 1201.Govemmenl recordmg Giarges ___ ___,,(�rorn CeF tt!)I I j ---- ---"-- � � --j T---' I _ - -_ _ i ��1202.Deed 5 79.00 Mo7gage S .Releese 5 � �� T- --�-�-� $3 300_00,% ----- ---- ..._ -- 1203.Trensfer taaes _ $3,300 00 � - _'____ (fro Gf C�8)�i _.__ __-- ___ __- - ..._... ..._, 1204 CirylCounry taxlstamps Uced S 3,300 00 tdoh9age b � __ _.._ { _ _'-- __- -- -__ _ - _ _ .-_ - � 7205 State taw'slamps Ueed S 3,300 00 tdortgage S ;_ _._. �I - .._....... _....._. ..._ 1-_-__-. _ ....__ _ ._...... __._. .. 1206. . _' ..- -- - --- - -- - �- - -- - ._ . .- - ---- � .._...--------- .-__ . . . r--� -- -- - � -- � . . � . . �1300 Additional�.SettlemantCharpes � � �. . � -- - -- --- . . . . - ---- --. -- 1 JOt Reqmred services that you wn shop for , ,__ ((rom C f E il6) . . . . _. .___... _....__ �:,. '-.._ . ...._. . _'._ .._....._ S ____-�--- � 1302 -_._- - _ _" _ ._ -: _ ___.- -1 � i OJ7 3 _ - _- y _ ._.__ __� -" -�- I _.__- �7304______'_._-- .' ___.--.'__-____-___ .____. -_....__ ___ .-__-_� __- _ __ _ ___ -___ - � ._.J I 130i .. __._._.....i . .._ ._..._ . . ___..__ ._._..__._ ............__. ___. .___. _........ ._..__.. _ . __...__.__. . .._._..... . .__"- __- . __ �� $3,379.00 L-- 83.300.00�'�,� Previous edition are obsolele -- Page 2 of 3 HUD-1 , . AllDENDUIWI TO HUll-1 SE'T'TI,FP✓IEi�1' S'TATF,MEt`dT I have carefully re�.viewed the HUI)-1 Settlernent Statement and to the best of my knowledge and belief, it is a true and accurate staternent of all r�ce.ipts and dishursements made on my account or b}� me in this trans action. l furi.her certify th�t I have. received a copy of the HUD-1 Settlement Statement.. . ;� -� ( � ��, ` �,' ( ,"t-�, ,(1 A'� ` - �' ,� _ . Borrower: ' �._,7 � �W` �-�-_ySeller:_ %`.,==---. '`-ij--'-� I'_.�___�_-- �—=-- Mark R. Meng;le � David C. Merigle, Co=Lx�;cutor Date: Februaiy 11, 20]� Dat.e: February 11 , 2015 � r . 11��t�'��, Seller: ''�.�Lt.-�-��-_ \ ,��--.�—.�.��'�. 13orrowe� -� _ �---- . MenRle ark IZ Mengle, Co-Exec:utor� Cheryl b Datc: February 11, 2015 � Date: rebruary 11 . 2015 iI I I�I' I''. LAST WILL nND 7�ESTAMENT I� � I� I I,PHYLISS C.MENGLE,of the To��n�hip oI Silver Sprinc,County of C�nilberland,and � ��Commonwealth of Peiulsylvania,being of sound an�l disposing mind,inemoiy and ��understanding,do make,publish and declare this as und for my Last Will and Testament,hereby i revokil�g and inaking void all fonner wills aud codi�ils by me at airytime heretoFore made. �� ' FIRST. I order and direct that all my just debts,funeral expenses 1nd taxes related to�Z�y ; death be paid by my Executors or Executor,as tlie c�ise niay be,hereinafter named,as soon as , � couvenieutly may be done after my decease. SECOND. I hereby autl�orize,empoti'er and direct my daughter,namely,CLAUDIA M. � - CLYM�R,in lier so(e discretion,to dist��ibute nlv jewelry,clotlling and houseliold goods in an equitable nlanner ainong my cl�ildren and grandchilclreu. Any of said items not so distributed �. shall be disposed of by my Executors or Executor,as the case may be,hereinafier named. THIRD. "� � A. Definition of"Home Site". My personal resideilce is(ocated in Silver Spring � � �i Township,Cumbecland County,Pem�sylvania,and is known aud numbered as 92 Skyline Drive,and also known as of the date hereof as Cumberland Cow�ty Real Estate tax assessment tax parcel number 38-07-0�59-003,which consists of a tract of land contai�ling approximately tl�irteen(13)acres improved with my dwelling llouse ai�d otller improvements and is referred to hereir�belo��as my "Ho�ne Site". B. Instructions and Conditions. Promptl�• after my death,I order and direct n�y Executors or Executor,as the case m<iy be,to engage a professional appraiser who is a full member of the A��praisal Institute(lcuowu as an "MAI" appraiser)lo determinc the fair nlarket value of said Home Site. I order and direct that the lloine Site shall be offered for sale to my son,uamely, MARK R.M�NGL�,for die price equal Io the a�praised vahie established as aforesaid. �,qW OFFIGES s�� aqKER& My s�id son sl�all l�ave sixry(60)calendar days following receipt of a true copy o t�e BRENNEMAN,P.C. faregoiug report of appraisal to signify his interest in pw�cl�asing said pret»ises and to enter into a binding coutract to so acc'luire tl�ie premises no l�titer t1�a�1 the tinal seltlemcnt I Ij �' � I� I! �� of my Estate. I�I I I If the said MARK R. MF,NGLE�hould elect not to purcl�ase said Hoi»e Site or I I �� fail for any reason to exercise such election,then and in tl�at eveilt,I orcler and direct tliat my grandson, namely,TIMOTIIY CI.,YI�9��I�.sliall l�ave tl�e same rigl�t as MARK R. MENGLE to acquire said real estate o�i the same terms and conditions. If both the said MARK R.MGNGLE and TIMOTHY CLYMER should elect uot to pui�chase said Home Site,I order ancl direct my�xecutors or�xecutor,as tl�e case may ' be,to offer to CLAUDIA M.CLYMEI:,J01:3�I RICKARDS and DAVID C.MENULE, i severally,tl�e same proposal to purchase the f lome Site on tl�e same terms aud condiCioi�s � as previously proposed. In the event tll�it t��o or more of tl�e offerees express a desire to �� purehase the Home Site on said terntis,the Lxecutors or Executor sllall conduct a lottery r"�, � � as between or among said interested persons to select the purchaser(e.g. slips of paper fi. � containing the nanles of the interested persons deposited in a container and havin�;a �� disinterested person draw one slip from t11e container),which selection sl�all be final. �,. If all of the above named persons should elect not to purchase said real estate or 't\ faii for any reason to exercise such elec!ioi�.tlle affidavit oF i:�y Executors or Executor,as h the case may be,explaining such mattexs and filed in tlie ptiblic office where this Will is ��, �;�'� probated sl�all be sufficient to extinguish the foregoing conditions a»d rigl�ts upon which I a purchaser ror value may rely. FOURTI-L I give and devise nry uili�npro��c'I triangularly shaped lot located on the wcst side of Skyline Drive,T-581,in Silver Spring To�vnship, Cumberland County,Pennsylvania, also known as of the date hereof as Cui�iberland Ct�unty Real Gstate Tax Assessmeut tax parcel ilumber 38-IS-1336-003,unto ivy daughter,namely,CLAUDIA M CLYML�R,in fee simple. F1TTH. 1 give and devise my uuimproved"lower land"located in Silver Sl�ring Township,Ctmiberlaud County,Pennsyh�ania,also 1<nown as of the date hereof as Cumberland Cottnty Real Estate Tax Assessn�ent tar parc�l uuiiiber 38-07-0459-023,�ulto my son,namely, LAW OFFIGES SNELBAY.ER EG BRENNEMAN,P.C. DAVID C. MENGLE,SI�ff.'f.'SII��E. SIX"fH. All tl�e rest,residue at�d remaii�d�:�i�of my Estate,real,personal and mised, whatsoever and wheresoever situated,shall be distributed and disposcd of in the I�c�llo��vine -2- l; � ',� i i '''I I , I�li i I ii manner: A. I give and bequeath a sum of nloney equr:il to Cwo per ceutum(2%)of my residuary I � estate uuto FIRST UNITED METHOU]ST CHURCFi of Meehanicsburg, Pemis}Lvai�ia, absolutely. i � B. I give,devise and bequeath fifteen per centum(1�%)of my residuary estate wito I my daughter,namely,CLAUDIA M.C1.,Y\TER,absohitely and in fee simple. � C. I give,devise and bequeath seven and one-half per centum(7%%)of n�y residtiiary estate Liuto each of GARTH A.12ICKARDS and OLIVIA C.RICKARDS,tL�e children of my late daughter,namely,JUDY M. RICKARDS,subject,howcver,to tl�e following ! protective trust provisions for each beucficiary who is under the age of twenty-five(25) ��- � ye�rs. I ordcr and direct fl�at the beques�s be paid or delivered Yo JOHN RICICARDS,as �� Trustee,to be held in separate trusts until each be�leficiary attains tlie age of twenty-five r� r�. �, (25)years,at which time tl�e respective trust�sliall be termiilated and the full balance o� the trust shall be paid and delivered unlu eacli beneficiaiy absolutely. The investment powers,limitations and the management directions contained in ltem Seventh ��„ �,:_ hereinbelow are u7corporated herein by reference ther�to. � ��, D. I give,devise and beqtiieath riflcen per cent�un(I S%)of my residuary cstate tmto my �: (� son,namely,MARK R. MENGLE,a�solutely and iu fee simple. f E. I give,devise aud bequeatl�fiftee.n per centum(15%)of my residuary estate unto my son,naulely,DAVID C.M�NGLF:.absolutely and ii�fce simple. F. I order�u1d direct that a sum of nlone)' equal to thirty-eight per centum(38%)of my residuaiy estate sl�all be divided into t]Yteen(15)equal parts and distributed one(1) part each to niy foLlowing named grandchildren and step-graildchildren,absolutely: TIMOTHY CLYMER,NATHANII�L CLYMFR,ELLEN CLYM�R,GARTH A. � RICKARDS,OLIV IA C. RICKARDS,JiaMISON M�NGL�,,KRISTOTER MENGLE, ETHAN ML;NGLE,7ENNA MGNGI�L„ BFNJAMiN WHITES�L MENGLE,CEI� LAW OFFICES SNELBAKER SC BRENNEMAN. P.c. MENGLE KNABY,FORRES"T I�LI.AND MENGLI:, MATT'IILW ERIC WILKI , ANDREW JORDAN WILKINS aild JARGD MICIlAEL WILICINS,subject, -3- �' � , i. q i �� . . I�II I il I I nevertlieless,to the provisions ofthe protcet��trust as contained in item Fiftl� � _ . - �� hereinbelow with respect to any beneficiary«t�w has not attained the age of t��enty-liti�e � I (2�)years�t the time of distribution. If any of the above named persoils in this Item Fourtl�should predecease rne aild leave issue to survive me,I order aud direct that an}�� distrilii.i�ive sharE or part l�ereinabove att�-ibutabl� to such predeceased person sl�all be distribute�t unto such persoil's issue per stirpes by representation and not per capita,subject,ho��ever, to the protective trust provisions of Item Seventh hereinbelow with respect to any beneticiar}�who has not attau�ed tl�e age of twenty-live (25)years at time of distribution. If any such predeceased persou nanled in sub��aragraph F hereinabove should die without leaviug issue,I order aud direct that the bequest and ciistributiou sliall lapse and tl�e subject matter tl�ereof shall be added to the clistribution equally among the other beneficiaries named in � i-.` said subparagraph F. ,, �� SEVENTH. If any beneficiary hereinabovc (except those named iu paragraph C.of Item F�� Fourth above)has not attained the age of t�venty-five(25)years at the time of dish-ibution,I �r order and direcC that the distributive sl�are of such��crson shall be paid over and delivered unto ��J my testamentary Tiustees,named in Item Ei�htli hzrainbelow,IN TRUST,NEVERT�IFL�SS, � to hold,manabe,invest,accumulate income and reinvest said income and share until the �;� �`;� beueficiary attains the age�f twenty-Five(2�)ye�rs.at which time said trust shall be terminated � �-., �� and the assets therein shall be transferred to ttie beneticiary absolutely. i � I authorize and empower said Trust�ees to invest the assets of said trust in any reasona e �nanner and uot be limited to the so-called"le��al"or statuto�y investinents for fiduciaries. 1 designate any trust created l�ereunder to be a spendthrift trust. The beneficiaiy shall have no rigl�t to iuvade,pledge,assign or otherwisc dispose of the assets of said trusl(i��cluding income)nor shall auy creditor of a betleficiaiy have auy right to seize,levy or execute upon s�iid assets by reason of any pledge,assignment or other trausfer,volunt�uily or involuntarily,made LAW OFFICES SNEL6AKER A eRENNEMAN, P.c. bv saici baneficiary. I further authorize aud en�power my saic��l�rustees to use,cousume,expend,aud aP�ly frotn time to time such anioiults of iucome�ind priucipal of and from said trust which in the --�- � . i.;.iu o �� . � li I I I I II �exereise of their sole discretion shall be c�etecminecl to be reasonabl�ai7d necessary�f'or tl�e I; � beneFiciary's education.The term"education° shall be construed and interpreted to mean college � i or other post-high school hainin��vhicl� is intended to improve tlie beneficiary's productivity as an adult or enl�ance the quality of his or l�er liie.In considering wl�at is reasonable�nd ilecessary,n�y said Trustees sl�all tal<e into coilsideration the primary responsibility oCtl�e beneficiary's surviving parent to provide such eclucation. lt is niy will and iiltention that the i foregoing discretionary pcovision for educatiori shall be supplementary to the p�ueut's prii»ary responsibility. EIGHTH. I nomu�ate,constitute and a�ppoi!�t my sons,namely,MARIC R. MENC'iL�and �DAVID C.M�NGLE,a«d my son-iirlaw, uamely. JOHN RICKnRDS,to be the Trustees of any trusts created pursuant to item Seveuth hereinabove. If any such person should fail to qualify as such Trustee or cease so to serve,I order and direct that the ones so qualiFying or remainiilg sl�all be the Trustees ar Trusiee,as the case may be,�vitl��out substitution. LASTLY. I uoulinate,constitute and appoint my soi�s, namely,MARK R.MENGLE, and DAVID C.MENGLE,to be the Executors of this,t1�y Last Will and Testament,to serve witllout bond or other security as a eondition of qualification�s such executor. If either of i11y sons should fail to qualify as my Executor or cease�so to serve,I order and direct that the one so qualifying or remainina shall be the sole Executor hereof. IN WITNESS WHERGOF,I,PHYL,ISS C. VIENGLE have hereunto set my hand and seal to this my Last Will and Test�nent,whicl� cousists of five(5)typewritlen pages to which[ have affixed n�y signature this 30`�'day of Decemher,2013. � ' •�� .�, �' ��? .'' � i ' rY�.�'c'- (SEAL) Phviiss;'C Mengle �` Tl�e preceding instrwnent,consistin��of tt�is and four(4)other typewrittetl pages, identiried by the signature of the TestatriY,was on the date tliereof signed,sealed,published and declared by PHYLISS C. MENGLE,the'Ccstatri�:�thereiu named,as and for her Last Will and Testatnent,in the presence of us,who,at her rec�u�st,in her preseuee 1nd in the presence oCeach other,have subscribed our names as witnesses hereto. LAW OFFICES SNELBAKER L� � /� BRENNEMAN, P.C. j�� , .�:\ ;� GG. . _, . I __._ i I —�— i i ii� � II j I,i II�li �' � COMMONWEALTH OF PENNSYLVANIA) � SS. i COUNTY OI�CUI�9BERLAND � I II We,PHYLISS C. MENULE,RICIIARD C SNELBAKGR and KEITH O. �BRENNEMAN,the TestatriY and tlie��'itnesses,respectively,wllose names are signed to tl�e attached or foregoing instrumeut,being fiist�luly s�vorn,do hereby dEclare to tl�e undersigned �uthority tl�at tl�e Testatrix signed and execut�d thi�instrument as her Last Will and Testament and that she had sigued willingly,and that sl�e executed it as I�er free ai�d vul�mtary act for tl�e purposes therein expressed,and that each of the witnesses,in tl�e presence and hearing of the Testatrix, signed the Will as a witness and tl�iat to tl�e best of his or her knowledge,tl�e Test�ltrix was at that time eighte�en years of age or older,of sound mind and under no constraint or undue influence. ' � - ,�-j � �i,;'; �' i� i�� ,a,� �'�estatrix � �� v v � Wituess ;-� 'Tlt�l.[.a"'✓.��AL��I,..l..�.,�.�+':-' y W1YriZSS Subscribed, sworn to and lclazo��ledced before me by PI�YLISS C. MLNGLE,the Testatrix,and subscribed and sworn to bcf�re me by RICHARD C. SNELBAKER and KE,ITH O.BRENNEMAN the witnesses,tllis 30`�day oi Deceinber, 2013. � � i"�:%' � �, '% -'.�\�, %�s� �� i �/��i, � � Notary Public �" �-' c LAW OFFICES SNELBAKER& BRENNeMnN. P.C. COi1M+Jt�IN�AL(H Of f-�tv'N.`.''rL'J,".Nia Ms•sr,nal Seal � Susan L.h1a(razi,�otary Public Dtechan+.c`u�,ir��ern,G�mherland�ounty My Cemm;ssinn E:�pires Nov.24,2015 MFfig�R,f""!1!SYi'�'^.iJ•f r_ "?;,?Ipi1 UF�lOTARIES