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HomeMy WebLinkAbout05-06-15 J ennsylvania 1505618403 !il �........ak.�.'�xlos.ial REV-1500 OFFICIPL USE ONLY BureauotlntlividualTaxes CounryCotle Year FlleNumber aoeoxzaosoi INHERITANCETAXRETURN H 'sb r PA 1n2e-osoi RESIDENTDECEDENT 21 15 0091 ENTER OECE�ENT INFORMATION BELOW SOti31 S2CUtily NUmb¢� OatE Of DEdlh MMD�YYYT pa�¢o�Bitlh MMDDYYYY 01 13 2015 04 22 1919 DeceGenfs Last Name SURx Decedenfs Firsf Name MI MURRAY H . G (If ApPlica�le�Enter Surviving Spousa's Informatlon Below Spouse's Las�Name Suf(z Spouse's Firs[Name MI THIS RETURN MUST 9E FILED IN DUPIICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Onginal Relum � 2. Sup0lemen�al0.elum � 3. RemalnGer ReNm(tla�e of0ea�h pnorto 12-19-02) � � tleatno�noranerittpotl�ateof � 5. �F�ut�uneeittter12 o_mpmm�se(aateoi � B. FetleralEstaleTa�ReWrnReQuiretl Ot. oecetlent o'iea res�ate � B. Oecetlen�Maln�aine0 a Llving Tmsl � 9. To�al NumOer of Sale�e0osil Boxes (Atle<�wpy oi wlll) (AMac�copy of�msl) � ID. LI�IgalionPmceetlsRecerveC � 11. Non-P�oba�eTrans�ereeFeWrn � 12. �elertal/Eledionof5pousalTms�s (Scheeule F antl G Asseb Only) � 13. BusineuHssew ❑ 14. SOouse is Sole eeneficiary (Na�ms�Involve0) CORRESPONDENT�THIS SECTION MUST BE COMPLETED.ALL GORFESPONDENCE ANO CONFI�fNTAL TAS MFOftMAT10N SHOUL�BE OIFECTED TO'. Name Daytime Telephona Number CHRISTOPHER E RICE 717 243 3341 Fint Line of Atltlresa 1❑ EAST HIGH STREET Second Line ot Atltlress CityorPostOHice 5[a[e ZIPCotla CARLISLE PA 17�13 Corraspondenl's email atldress: � rt I w com a REGISTF�F�lILLSUS�NLY�,-� �� eEG5iE0.pFNALLSIlSEONLY � A y �� C� � � .D r� DATEFILEDMMDOYYVY '�� '� �' � V — :� � fl . . .��_ :'. QJ . '.J O I '� i � -n DATEFILEOSTNMV CJ n Gl �1 W Side 1 I I��III II�II IIIII III�I IIII��II�I II��I I�III�I�II�II�I IIII II�I � L1505618403 1505618403 � � 1505618411 FEV4500 E% DecetlenCs Social Sewrity Numoer oeceae�r:Name: MurreY, H. Gertrude . . _ --___. -_._.. _. ._ ._..__ _ RECAPITULATION 1. RealEsta�e(SchetluleA)__..... __.__ __..... ._.__ 1. 2. Slocks an0 Bontls(Schetlule B) _........ ..._.... .____ �. 3. Closely Heltl Corpora�ion,Partnership or Sole-Proprietorship(Schedule C)._...... 3. 4. MotlgageSandNolesfteceivable(ScheduleD).. ._...__ _._...... 4. 5. Wsh,Bank Deposits and Miscellaneaus Personal Property(Schedule E).......... 5. 57,4 27 • 50 6. Jointly Ownetl Pmperty(Schetlule F) ❑ Separate Billing Requested_...__.,. 6. ]. Inter-Vivos Transters&Miscellaneaus Non-Probate Pmperty (ScheCulaG) ❑ SeparateBillingReqaested..._._._. �. 563+216 • 94 B. Tolal Gross Asseb(total Lines 1 through])..... ....... _.... 8. 620 .6 4 4 • 4 4 9. FuneraiExpensesanaAdminisvativeCosts(ScheauieH)..__........................___ 9. 38 ,090 • 52 10. Debts of Dacetlent,Mohgage Lia�ililies an0 Liens(Schetlula I).._...._.._.,...._...... 10. 3,116 • 79 11. TotalDetluctionsltotalLine59antl10)....__._ .....__. .____. 11. 41 +207 . 31 12. NetValueotESGte(LineaminusLinell)._.... ........... .......... 12. 579i437 • 13 13. Cha�ilableandGovammentalBeques�s/$ec9113Trusisforwltich an election to�ax has mt been matle(Schedule J)...........__.._.._......_..____..._. 13. ta. NetVaivaSub�actroiax�Linei2minusLinei7)......_..___................._.._.___. iq. 579,437 • 13 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES � t5. Amount ot Line 14[axable at Me spousal�an ra�e,or Iransfen under Seu 9116 (a�(1 2)X.00 15. 0 • Q 0 16. Amount of Line 14 taxable at lineei rate X .o45 579.437 • 13 i6. 26 .074 • 67 1]. Amoun�oi Line 14�axable at sibling rate %.12 � • 0❑ »- 0 • �0 18. Amount of line 14 taxable atcollateralra�eX.15 0 • 00 �e. 0 • DO 19. TAXOUE.... .__......._ ._...... ........... ____. 19. 26 .�74 .67 20. FILL IN THE OVAL IF VOU ARE REQUESTING A REFUN�OF AN OVERPAVMENT � UnEer penaNes o�perlury,I tleclare I�ave examine0��la reW m,Indutling accompanying sc�Mules antl sNbmenis,an010 t�e best of my knowletlge an0 Deliel, i�Is ime.cortect antl comple�e.�eGarallon ot OreOarer oMer IM1an��e Oenon responsiLle lor flling Ne reNm is OaseO on all IntortnaFon W wM1ICM1 p�eDa�e��as any hnowleCge. SIG1JA7UREOFPERSONFESPON6IBLEFORFILI�'GRETOftN VonnieG. Ryland OaTE C .C� fe< J� .%��. ��C�/ij� / A��RE55 9694 Alvin Orive, Shi pensbur , PA 17257 SIG �F PREQRRE�OT THAN ftEPFESENTATNE Christopher E. Rice C �aTE �(>�` � �� 5 � Ap�RESS 10 East High Street Cadisle PA 17011 IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII�IIII Side2 L 1505618411 1505618411 � REV-1500 EX Page 3 File Number 21-'15-0091 DecedenYs Complete Address: DECEDENT'S NAME Murray, H. Gertrude ._ _- __ _ .. .__. _..— ____._ _.._ . ___- STREETADDRESS � ' 108 Green Ridge Lane ._ _._._ CITY � � STATE ZIP Newviile PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2.Line 19) (1) 26,074.67 2. CretlitsiPaymenb A. PriorPaymenls 22,000.00 B. oiscount 1.157.89 Total Credi�s(A t B) (27 23,157.89 3. Interest (3) -� q. If Line 2 is grea�e�Ihan Line 7 *l.ine 3,en�er�he tliHerence. This is��e OVERPAYMENT. (4) Check box on Paga 2,Line 20[o reques[a refunE 5. If Line 1 i Line 3 is grea�e�than Line 2,enter�he tliRerence. This is the TA%DUE. (5) _ 2,916.78 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE�FOLLOWING QUESTIONS BY PLACING AN ••X" IN THE APPROPRIATE BLOCKS 1. Di0 tleceden�make a transfer antl: �� NO a. re�ain the use or inmme of(he pmpeM1y transfetre4_... ......_. __. _. ❑ � b. retain the right[o tlasignate who shall use Ihe propetly transferretl o�i�s n<ome .... .. � z J c. relainaraversionarynteresl.or.._._. ........... .._. __.. _ .,,d .x 0. rewive the promisa for lde of either paymenis,benefts or care'+ .... .. .. ._ ` ]] 2. It tleath ocwrretl atler Dec. 12, 1982, tlitl tlecetlen� transfer propetly witNn one year o( tleath wit�oN �, receivingatlequa�amnsitlera�on4......__.. ......._. _...__ ._._.. ._._ ❑� L 3. Did decaEent own an"in�ms�tor' or paya�le upon tlealh bank accounl or securiry at his or her EeaN?..__. �x� � 4. Ditl tlecetlent own an intlivitlual retirement accoun�,annuity,or o�her nomprobale pmperty which ❑ � wntainsabenefmiarydes9nation� ..._.... ........... ._.__. ._.._... .._.... IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEOULE G AND FILE IT AS PART OF THE RETURN. Po�datesofdea�honorakeNulyl 1994anObebreJan 1 1995,t�etaxra�eimposedonthenetvalueofiransfers�oorfort�euseotthesurvivingspouse Is 3 percent�72 Pb.§911 B(a)(1 1�(i)�. For tlates of deatlt on or after January 1,1995,the Wx rate imposed on Ihe nel value of transkrs to or for ihe use of ihe surviving spouse is 0 percent �'/2PS.§9116(a)(1.1)(ii)�. Thestatuletloesnotexemptalrensfertoasurvivingspouselmmtax,antlihestatuloryrequiremenlsbrtlisdosureofassetsanE ftling a lax reWm are still appliwble even if the surviving spouse Is Ihe only beneficiary. For tla�es ot Oea�h on or after July 1.2000: . The tax ate imposetl on ihe net value of Vansfere finm a Oeceased child 2t years of age or younger at deat�ro or for Ihe use of a naNral parent,an adoplive parenl,or a step�parent oi ihe child is 0 percent[12 P.S.49>>fi(a)(1 2)�. • The tax rale impoSeG on Ihe ne�value af Vansfers lo or lorthe use of�he Cewtlenfs lineal beneficiaries is 4.5 percent,excepl as noletl in�12 P.S.§91 i6(a)(1��. . The�ax ra�e Imposetl on tM1e net velue of Iransfers�o or tar Ne uu of Ne EecetlenCs slblings ls 12 percent�]2 P S.§91 i6(a)(1 J)�. A si�ling is tlefineQ unaer Section 9102,as an intlividual who has at least one parent in wmmon wilh the tlecedent.whether Oy blood or adoption. n...�sae u.ioe-is� SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. °E'"a'"E"'o`aE�E"�E pERSONAL PROPERTY INXERItANCE TM REiVRN RESI�ENTpECEDENT ESTATE OF FILE NUMBER Murray H Gertrutle 21-15A091 cimeinao��ea:on��,�ea��o�am�naamnneo�o��a.wa�.n�e�.eaoy�naesa�a. All pmp�M�olnXyawneEMt��N ngM olsurvivOAMp mus�be tll>[ImeJon ec�eEule F. ITEM VALUE PT DATE NUMBER DESCRIPTION OF oFATH 1 AdamsCounryNatlonalBankCheckingAccount-No.2067684 Z<•S�Z.Z9 Accrued Interesl on Item 7 through tlate of death 0.61 2 Cornerstone Federal Credit Union CD-Account No.27201-10 31,928.95 Accrued interest on Item 2 through data of dealh 14�08 3 Cornerstona Federal Credit Unlon Savings-Account No.27201 P5.09 4 Dan Hershey Auction Service, LLC -Sale of personal property 402.02 5 KuhnCommunications-Retund 21.43 6 Public School Employees Retirement System -January benefit due the decedent 4t4.98 7 SWte Farm Fire and Casualty Company-Refund 108.05 TOTAL(Also enter on Line 5, Recapitulation) 57,427.50 (If more space��s needeq aCUitlonal pages of�ea same siza) Copyright(c)2012 form software only The Lackner Gmup, Inc. Porm PA4500 Schedule E(ftev.OB-12) 0.ev-0SID E%�100�09� SCNEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND oevnA�menroFr+eveHoe MISC. NON-PROBATE PROPERTY INNERRANCEiACRETIIRN PESIOENTOECEOEM ESTATE OF FILE NUMBER Murray H GeRrude 21-15-0091 *n�s+meawe m�n ee�ompiaiea a�a n�ae u in.a�+�.,e�io.�y m wa:no�a�mro�yn a m oaqe�n,ee or in.eev��eoo�i:r.a. ITEM DESCRIPTION OF PftOPERTY DATE OF DEATH xoF oeco's ExcwsioH TA%ABLE NCLU�ENAMEOfTflANSFEREETMEIflflELATION$HIPiO�ECEOENTPND IMEREST ��FAPGLICABLEI VALUE NUMBER iNE�ATEOFTFANSFER AnPLHAWPVOFiHE�EEDFORPEAlESTPTE VALUEOFA$$ET � PNC Bank IRA Account No. 55077033537- 2,698.75 100.000% 2.698.15 Beneficlary,Vonnie G. Ryland (dau9hter) Accrued income on Item 1 through date of death 2.35 100.000% 2.35 2 PNCBankCheckingAccountNo.t734356285-Intrus 17.941.24 700.000% '17,941.24 far dau9htan.Audrey M. Heaps(deceased)and Vonnie G. Ryland 3 AdamaCounryNationalBankMonayMarket-Accoun 32Z46.98 100.000% 3,Ooo.oO 29,246.98 No.1686402, held jaint with daughter,Vonnie G. Ryland,as of 2/25114 Accrued interest on Item 3 through date of death 0.35 100.000% 0.35 4 Atlams County Nadanal Bank CD N90004J203745-In 69.277.04 100.000% 69,277.06 tmst for daughter,Vonnia G.Rylantl Accrued income on Item 4 through date of death 383.39 100.000% 385.39 5 Atlams County National Bank CD 71900043205946-In 76.910.10 100.000% 76,910.10 trust for daughter,Vonnie G.Rylantl Accrued income on Item 5 through date of dealh 662.61 100.000% 462.61 BIII F � 'f 1 A t N ]BF-005�00 Benefciaries: 50%ta Vonnie Ryland (dau9hter�; 25% to David Heaps(son-in-law�; 12.5%toJennifer Chizmar(grandtlau9htar); 72.5%to Matthew Ryland (grandson) 6 130sharesofAbbottLabs-Com,CUSIP#002824100 5,866.90 100.000% 5,866.90 Total of Continuation Schedules Sae attached a es TOTAL IAlso enter on Line 7, Recapitulation) 563,776.94 QI more space Is neetled,a00i6onal pages of t�e same size) Copyright(c)2009 form soltware only The Lackner Gmup, Inc. Form PA4500 Sc�edule G(Rev.OB-09) n.r.+em ex.�oeael SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND °"ART`�`�T�`REVE�uE MISC. NON-PROBATE PROPERTY INHERIiANCE iAY RETIIRH aesioervr oweoervr contin ued ESTATE OF FILE NUMBER Murre , H. Gertrude 21-15-0091 ITEM �ESCRIPTION OF PROPEftTV DATE OF OEATH u oF oecos ExcwsioN TA%ABLE NUMBER 7HE�onrEOFivaus�RsnTTncN�n"covvEOFr�H[oE�Eo�oRR[niESAn1i. VHLUEOFASSET �rvicaEsr �iFaaauGne�el VAUIE 7 130sharesafAbbvielnc.-Com,CUSIP»00287Y709 8,447.40 700.000% 8�447.4U 8 100 shares of Altria Group Inc. -Com,CUSIP 5.134.50 100.000% 5,734.50 p0P209S10S 9 Cash-inacwunt 18.670.53 700.000% 18,610.33 10 100 shares of Genenl Electric Co-Com,CUSIP 2.398.00 100.000% 2,398.00 H369604103 Accrued tlivitlend on Item 10 through date of tleath 23.00 100.000% 23.00 11 33 sharea of Krek Footls Group, Inc.-Com,CUSIP 2.092.20 100.000% Y,09220 #50076�106 Accruetl dividentl on Item 11 through date of death 18.75 100.000% 78.75 12 200 shares ot Merck 8 Co Inc NEW-Cam,CUSIP '12.535.00 100.000°/a 12.535.00 #58977V105 13 100 shares of Mondelez Intl Inc.-Com, CUSIP 3,686.25 100.000% 3,686.25 #609207105 Accruad dividentl on Item 13 through date of death 15.00 100.000% 15.00 14 100 shares o(Philip Morris Intl Inc. -Com,CUSIP 8,332.50 100.000% 8,332.50 p718172109 �5 300 shares of Verizon Cammunications-Com,CUSIP '14,209.50 '100.000% 14,209.50 N92343V104 Accruetl tlividentl on Ilem 15 through date of death 165.00 100.000% 165.00 Copy�igh�(c)2009 form sokware only The Lackner Group.Ina Form PA-0500$chedule G(Rev. 08-09� Per�15ID El�IOB�09� SCHEDULE G � pennsylvania lNTER-VIVOS TRANSFERS AND �EFARTMENiOFREVENOE ,�„Ea,rpH�E.,�REr�a„ MISC. NON-PROBATE PROPERTY AeSioeH1 oecEOEHr conti n ued ESTATE OF FILE NUMBER Murray H Gertrutle 21-15-0091 ITEM DESCRIPTION OF PROPERTY DATE OF DEATH °b ov oeco's Excwson TPJ(ABLE NUMBER THE�ATEOFT�RPNSFERSATTACHTPCOGVEOFTI�HE�EEOPORPEALESATE. VALUEOFASSET ��TEflEST �IFAPPLILPBLE) VAWE i6 100shareaofWGLHoltlingslnc-Com,CU51P 5,563.25 700.00Oh 5.56325 #92924F106 Accrued dividend on Item i6 through date of death 44.00 100.000% 44.00 B'll F w c . ���� c In ..A . 2. No.7BF-001757 Baneflciaries: 50 h to Vonnie Rylantl(tlaughter); 25% to David Heaps(son-in-law�; 72.5%toJenniter Chizmar(grentldaughter); 12.5%to Matthew Ryland (grandson) 17 372.928 shares of Broatiview FDS TR(BVAOX)- 72.018.70 100.000% 12,078.70 Opportuniry FD 18 Cash-in account 6.596.18 100.000% 6.598.18 19 7,118.146 shares of Causeway Cap Management Trust 76.280.21 100.000°h 16,280.21 -Intl Value Investment,CUSIP#14949P109 20 2,506.964 shares of Columbia FDS SER TR I(CTMRX�, 27,225.63 100.000% 27.225.63 CUSIP#19766M747 Accrued dlvitlend on Item 20 chrough data of death 33.85 100.000% 73.85 21 2,854.355 shar¢s of Eaton Vance Mutual Funds Trust- 25,403.76 700.000% 25.403.76 Floating RT Adviseq CUSIP k277917533 Accrued dividentl on Item 21 lhrough date of tleath 32.30 100.000% 32.30 22 354.923 shares of Euro Pacific Grow[h Fund-CL F, 16,546.St 100.000% 16,546.51 CUSIP#298706409 Copyrighi(c)20091orm soitware onty The Lackner Gmup.Inc. Form PA-0500 Schedule G(Rev. OB-09) n..-+sm ex.�oe�os� SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND oePaarME�.orAeve�+uE MISC. NON-PROBATE PROPERTY INHEftITPNLE TA%RETIIPN aEsmErvr oece�ervr contin ued ESTATE OF FILE NUMBER Murray H Gertrude 21-15-0091 ITEM �ESCRIPTION OF PROPERTV DATE OF DEATH °c ov oeco�s ExttusioH TAXABLE INCW�ENPMEOFTWINSFEREETMEIRIiEIATIONSHIPT00ECE�ENiANO INTEREST �iFAFVLILABLE) VALUE NUMBER rneonrEorrw.NsreA. anncHncoPror*Meoeeo�oAaw�Esrnre. VHLUEOFASSET 23 737.$77sharesofFedeatedlndezTrust-Mitl-cap 79.446.68 700.00OYe 19,426.68 Index,CUSIP#37430E205 24 496.171 shares o(Fundamental Investors InC-Com, 25.369.37 100.000% 25,369.37 CUSIP#36080210Y 25 507.977 shares of Grovrth Fund American Inc-CL F, 21.171.84 100.000% 21.137.84 CUSIP p399874409 26 4,353.283 shares of Investment Series Funtls Inc- 41,312.66 100.000% 47.317.66 Federated Bond A,CUSIP#461444507 27 1,599.016sharesofMFSSeriesTrustlll-MunicipalHl iJ.175.89 100.000% 13,175.89 Income A,CUSIP 0552984304 Accrued tlividentl on Item 27 lhrough date of death 20.46 100.000% 20.46 28 575.288 shares of Royce Fund-Tatal Retrn Fund, 8,R55.38 100.000% 8.255.38 CUSIP p760905881 29 436.595sharesofSelectedAmericanShareslnc-CL 18,306.47 100.000% 18.306.4J S,CUSIP#816221105 30 2,769.709 shares of Wells Fargo Funds Trusl-Mon 28,007.76 700.000% 28,007.76 Shduragv I, CUSIP#94975J540 Accrued dividentl on Item 30 ehrough tlata of death 14.74 100.000°/a �4.�4 TOTAlIAIso enter on Line 7, RecapitNation) 568,216.94 CopyrigM(c12009 Porm software only The Lackner Gmup.Ina Fortn PA-1500 Schedule G(Rev.OB-09) nev.+sn ex.�oe-a� pennsylvania SCHEDULE H oePnRrmeNroFaEveH�e FUNERAL EXPENSES AND 1NXER1PN0ET""R"°a" pDMINISTRATNE COSTS ESTATE OF FILE NUMBER Murray H Gertrude 21-15-0091 Decedent's debW must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N q. FUNERAIEXGENSES: See continuation schedule�s)attached 11,764.02 g, AOMINISTRATIVECOSTS: 1. PersonalRepresenlative'sCommissions Name ot Personal Represenlative(s) Streel Atldress Ciry State _ Zio Year(s)Commission Paid p, Attomey'sFees MartsonLawOffices 25,826.00 3, Famity Eaemp�ion' Qf tleceEenfs atltlress is not lhe same as claimanPs, attac�axplanation� Claimant StreetAtltlress C�iry State _ Zio Relationshio of GlaimaN to Decetlent a. Pmba�e Fees 170.50 5. AccountanfsFees 6. Tax ReWm Preparer's Fees ]. O�he�Atlminislrative Cos�s 330.00 See continuation schedule�s)attached TOTAL(Also enter on Iine 9, Recapitulation) 38,090.52 Copyriqh�(c)2013 form sof[ware onty The Lackner Gmup,Inc. Fortn PA-1500 Schetlule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Murray H Gertrude 21-15-0091 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exoenses 1 Beinhauar Family Funeral Homea 10.049.72 2 E9ger Funeral Home-Prepa2tion antl embalming 550.00 3 Pete Donati 8 Sons-Flowers 497.55 4 Sojourn Catering 8 Deli-Meal following memorial service 666.75 H-A 11,764.02 Other Administrative Casts 5 RegisterofWills�AdditionalShortCertificate 5.00 6 Regiater of Wills-Additional probate(ee 75.00 7 Stock Valuation Reporta-Bill Few Associates,Inc. 46.00 8 United SWtes Treasury-2016 personal income tax owed 204.00 H-87 730.00 Copyright(c)2002 form sofiware only The Lackner Gmup, Inc Form PA-1500 Schetlule H(Rev.6-98) Fev�1313 EX�p3-03) SCNEDULE 1 pennsylvania DEBTS OF DECEDENT, oEanqrMeHrorReveHue MORTGAGE LIABILITIES AND LIENS INXERITANCE TM RETUFN ftE$IOENi0ECE0ENT ESTATE OF FILE NUMBER Murroy H Gertrude 21-15-0091 a.mn a.e�.moun.a W in.aww.m vnor�o a.:m mn r.m.maa uow�e.nn.a:i.oi a..in,mammna����meur..amemc.i..w�.... ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 7 Carlisle Regional Metlical Center-Dabt of decetlent 25.00 2 Citi Cartl-Dabt of decedent 73.57 3 Citi Card-OutsWnding check cashetl aker date of death 140.96 4 Green Ridge Village-Debt of dacetlent 1.783.23 5 Green Ritlge Village-Dabt of decedent 30.06 6 John and Jenni(er Chizmar-Outstanding check cashed aker date of death 200.00 7 Kuhn Communications-Outstanding check cashed after tlate of death 39.05 8 PA Department of Revenue-OutsWnding check cashed afler dale of death 175.00 9 Public School Employees Retirement System -Reimbursement from prorated monthly 731.92 benefil 10 Unitetl States Treasury-OutsWnding check cashed aker date of death 500.00 71 Vincett Eye Aasociates, LLC-Debt ot decedent 78.00 TOTAL(Also enter on Line 10, Recapitulation) 3,716.79 (I(more space Is needeU,aCUltional pages ot tM1e same size) Copyrlght(c)2012 lorm software only The Lackner Gmup, Ina Porm PA-1500 ScheGule I(Rev. 1242) aev-isu es.lainol pennsylvania $CHEDULE J DEPARTMENiOFREVENOE �N„ER�.A��E,�.AEr�aH BEN EFICIARIES oervroeceoeHr ESTATE OF FILE NUMBER Murra , H. Gertrude 21-15-0091 NAME AND ADDRE55 OF REIATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSONISIRECEIVINGPROPERTY DECEDENT (Wortls) IS55) TAXABLE OISTRIBUTIONS [include oulrigh�spousal l. tlisiributions,antllransfers untler Sec.9116 a 1 2 7 Jennifer M. Chizmar Granddaughter 12.5%of Sch.G, 47,439.37 6690 Midnight Roatl Items 630 and Bloomington,IL 61705 12.5% of resitlue 2 David Heaps Son-in-Law 25%of Sch. G, 94,878.73 J151 Rabinson Run Road Items 6-30 antl Mc Donald, PA 15057 25% of residue 3 MatthewJ. Rylantl Grandson 72.5%of Sch.G, 47,4�9.37 11872 Osceola S�reet Items 6-JO and Westminstar,CO 80031 12.5%of resitlue 4 Vonnia G. Ryland Daughter Sch.G, Items 1 989,679.67 9694 Alvin Dnve -5; 50%Sch.G, Shippensburg,PA 17257 Items 6-30;and 50%of resitlue Total 579,437.14 Enter tlallar amounis for distriGutions shown above on lines 15 ihrou h 18 on Rev 1500 cover sheet, as a ro riale. NON-TAXABLE DISTRIBUTIONS' IL A.SPOUSAL OISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE�ISTRIBIITIONS ON LINE 130F REV-7500 COVER SHEET Copyright(c)2010 form soflware only The Lackner Group, Inc Form PA-1500 Schetlule J(Rev.01-10) i ninu�����,_oaw,..,�io_e.i..m L:�S'C WILL AYD TESTAMENT I, IL GERTRUDE MURILIY, of Wcst Pennsboro Township, Cumberland County, Pennsylvania,being of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last Will and Testament, heceby revoking a�y and all focmer W ills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and al]dexth taxes(whether such taxes may be payableby my estate orby any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as par[ of Ihe administrationofmyestate. NlyExecutrixshallhavenodutyorobligationtoobtainreimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give,devise andbequeath all of my estate,both real and personal property,in the following manner: a. Fiftypercent(50%) thereof unto my daughter, VONN[8 G. RYLAND; (I) In the event my daughter, VONNIE G. RYLAND, does not survive me by thirty(30)days,then I give,devise and bequea[h her share of my estate,both real and personal property, in the following manner: (a) Fifty percent(50%)thereof unm my son-in-law,JAMES RYLAND; (b) Twenty-five percent (25%) thereof unro my gcanddaughter, JENNIFER M. CH[ZMAN; and (c) Twenty-five peroent(25%) thereof��to my gandson, MATTHEW 1. RYLAND. (d) Shall a�y of the heics in this Item 2 a(I)not survive my said daughter by thirty (30) days, then thei� repective shaze shall be divided in equal shaces among the surviving heiis ofthis Item 2 aQ). ���� �In Is] �J�e I Of'1 P�gEtl b. �Cwenty-trve percent (35°b) thereof unto my son-io-law, DAVID HEAPS; a i'welvenndone-halfpercent(12%%)Ihereofuntomy�anddaughter,JENNIFERM. CHIZMAN; and d. i'welve ssnS one-half percent (12Y�%) thereof unto my grandson, MATTHEW 1. RYLAND. e. In the event any of my hcirs in this [tem 2 b, c, and d not survive me by thirty(30) days, then their respective share of my estate shall be divided in equal shares among the surviving heirs of this Item 2 a, b, c, and d. 3. I nominate,constitute and appoint my daughter,VONNIE G. RYLAND,as Executrix ofmy estate. In the event she shall be unable or unwilling to so secve, then I appoint my son-in-law, lAMES RYLAND,to act in such capacity. 4. I direct thet all fiduciaries acting under lhis Will, whether or not named herein,shall not be reyuired to give bond for the faithful perfoanance of their du[ies in any jurisdiction. 5. I authorize and empower my Executrix, in her sole and absolute discretioq to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, moRgage, transfer, exchange, dispose of or grant op[ions in regard to any or atl property of any kind forming a par[of my estate for such te�ms and such prices as they may deem advisable; to boirow money for any pucposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property fonning a part of my estate or to join in or secure the paRition of same; to compromise any claims or demands of my es[ate against others or of others agains[ my estate; ro make distribu[ion in kind and to cause any share to be composed of cash, property or undivided fractional shazes in property different in kind From any other share; to employ agents, attomeys and proxies aod to delegate ro them such power as my Executrix considers desirable and to pay reasonable compensation for such services as may he rendered by such agents, attomeys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powecs. In addition, (dicect that my Executrix shall have / m /[I 'as� Puge 3 of 3 Pages' [he puwec to eonduct on inventory oFsny safe deposit box necessary to the ndministr;�[ion of my es[a[e. IN W ITNESS W HEREOF I hnve hereunro set my hand and seal this 26'"day of July, 2012. c�e �y> (SEAL) H. rude Murray SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and for her Las[W ill and Testament,in the presence of us,who at her request,have hereunto subscribed our names as witnesses thereto, in the presence of Ihe said Testatrix and of each other. ��P� s . i� l� ,�� / ,% Pnga 3 ot 3 Nages COMMONWEACCHOFPENNSYLVA�IIA 1 S5. COUNTY OF CU�IBERLAND ) We, H. Gertrude Murray, ChristophezE. Rice, and , T�,��'i'd ff. I�CCk�d , the Testatrix and Ihe witnesses, respectively, whose names are s gned to the foregoing instrument, being first duty swom,do hereby declare to the undersigned authority that Ihe 1'estatrix signed and executed the i�stnuneut as hec last Will and that [he Testatrix hae signed willingly, and [hat the Testatrix executed it as her free and voluntary act for the purposes therein expressed,and that each of the witnesses, in the presence and hearing of the Testatrix,signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. �(�l-�1� '��. /� . rude Murzay, TestaMx �� s 2 wtmess L ,(//�2��� ��sLl�l/�� � itq };s � Subscribed,swom ro and acknowledged before me by H.Gertrude Murray,the Testntrix,and subscribed and sworn to before me by Christopher E. Rice and � C r�'!lfi�"t '�� .�Zc(-,��- , the witnesses, this 26`"day of July, 2012. / � ` [OMMONwiALTH OF PENNSVLVANIA � " � �bpnaise�i � ���� ��/��� i�. ,G������� :ielizsa A. Sctially,Notary Public Notary Public I SouN MIEUIeMnTwp.�Cumbetlantl Cowry � My lOmmI551on ExpUeSldn.l9�i011 �Tye�,�^nnsvhanld 0.vwtlatlon of Nodrks Pnge�ofd Pngcs � CORNERSTONE P� Box 1181, 5 East Gate Drive, F e d e r a I C r e A i � U n i o n CadiSIE� PA 17013 Teiephona(717) 249-1887 — FAX (717)249-8208 MemhrrJounded-Service based www cornerstoneku.coop February 4, 2015 Martson Law Offices 10 East High Street Cadisle, PA 17013 RE: Estate oi H. Gertrude Murray Oear Melissa: At the time of her death, H. Gertrude Murray was the single owner of a savings account and certificate ai deposit Listed below is the informadon you have requested in your ietter dated January 27, 2015: Savings account#27201-01, opened 09P25l12, DOD balance $25.09, accrued interest $0 CD #27201-10, opened 09125/12, DOD balance $31,928.95, accrued interest$14.08 Ms. Mumay did not have an IRA or loan accou�t. Nor did she have a Camerstone Visa credit card. Comerstone FCU does not offer safe deposit boxes. If you require any further information, please call me at 717-249-1661, ext 253. Sincerely: ��/a^�r%n+l��%�� Tammy K. Hammel Operetians Specialist Enclosures: Date of Death - Share Account Proof of Balances Via fax � �� � �'i� ;� i - '� `� � MEM9ER$AVINGS ACCOONiS FEOEPALLT WSURFO TO AT IFFST SZSO,OOO BV THE flAi[ON>L CftmR VMON AOMIMSTMTION G--� ACNB BANK January 29, 2015 Martson Law Offices Attn: Melissa A Scholly 10 E High S[ Carlisle PA 17013 RE: Estate of H Gerlrude Murtay Dear Ms. Scholly: The following information is being provided as per your reques[: Acct.Type Account No. Balance at Accrued Ownership Da[e D.O.D. Interest ro Opened/Join[ D.O.D. � I�. l+ Money 1686402 $32,246.98 $0.35 1 w/Vonnie G Ryland 2/25/14 -�_ � t -1 Market � ; i C � �� � Accoun[ Esteem 2067684 $24,51229 $0.61 Individual 10/13/Ol ��� (� . ��-- Checking '; ;(��v� � Account Certifica[e of 900043203745 $69,277.04 $38339 UT for Vonnie G Ryland 4/19/I I -.� _'� ;_. Deposit [. i( i' i `{ Certifica[e of 900043205946 $76,9I0.10 $462.61 I/T for Vonnie G Ryland 6/28/13 .-� �� l, Deposi[ :.1i i r� � Inquiries conceming ACNB Corpora[ion stock information should be directed to the Registrar and Transfer Company at I-800-368-5948. If you need any additional infortnation, please contact me a[(717)339-5122. Sincerely, i /� , ��L�L'C(C` j/�I�(/���� Barbara J Wamer� ACNB Bank Deposit Services Representa[ive II . ,� 1 �'�,i . � , �. acnb.cam • P.O. Box 3129, Gettysburg, PA 17325 • 717.334.3161 • Toll Free 1.858.334ACN6 Q262) Ja+ ii i;l; 1 : i7�M �IC 6a�2 No. 3�90 P. 1/2 �'PNC January?9.2015 Martso¢Law Offices Atm: Ckvis Rice 10 E High St Cazlisle,PA 17013 RE: H Gemvde Munay SSN: 172-14-3572 � DOD: O1-13-20I5 Dear Sir/Madam: In response to yota request for Date of Death(DOD)balances for the cusWmer noted above,our records show the following: . CheclriugAccount . � Account# 1134356285 Established: l2-31-1990 H GERTRUDE MURRAY IT'F � c� �� ATTDREY M HEAPS _,�. .v , VONNTE GAY RYLANll � - DOD balanca: $ 17,94124+0.00 acc�ved inte�st IRA Account Accovnt#55011033537 Established: 03-15-I990 H GERTRUDE MURRAY DOD balanco: S 2,696.15+235 accrued interest ('��, �� For beneficiary information,please call 1-888J62-4727. t����'���,' . I PleaSe nok tha[tLis offiee provides date of deeth bel�ces for deposit nccounts(IItAs, CDs,C1leeking and Savings). 'We do not pmcea�any financial tramections or provide shtemenb. If}rou need assistance wit6 my of these iknas,please call I-888•PNC-BANK(1-888•762-2265)or stop by your local PNC Bank branch affica. Sincerely, � National Financ;al Services Center PNC Bank,N.A. Member FDIC Page 1 of 2 � i � � �� �, � , i � 19fi26.1 Esce[e `:at[aC�n Je[e of �eat�: O1/13/2015 65taz^ �f: H. 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