HomeMy WebLinkAbout05-22-15 J pennsylvania 1505618403
DEPARTMENT OF R'
r:X(03-14)
REV-1500 OFFICIAL USE ONLY
County Code Year File Number
Bureau of Individual Taxes
PO BOX 280601 INHERITANCE TAX RETURN Harrisburq, PA 17128-0601 RESIDENT DECEDENT 21 14 0930
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
09 12 2014 07 07 1936
Decedent's Last Name Suffix Decedent's First Name MI
RICE P . J
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ❑ 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
4, Agricultural Exemption(date of ❑ 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
R7. Decedent Died Testate 8. Decedent Maintained a Living Trust 1 9. Total 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)
EJ13. 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
SETH T MOSEBEY (717) 243 3341
First Line of Address
10 EAST HIGH STREET
Second Line of Address
City or Post Office State ZIP Code
CARLISLE PA 17013
Correspondent's email address: smosebey ar martsonlaw.com
REGISTER OF WILLS USE ONLY
REGISTER OF WILLS USE ONLY
DATE FILED MMDDYYYY
rV
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DATE fltiil STi1MP
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Side 1
771 f-
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L 1505618403 1505618403
1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Rice, P. Joanne
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 561-,044 -00
2. Stocks and Bonds(Schedule B)............................................................................. 2. 115,804 - 31
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages and Notes Receivable(Schedule D).................................................... 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 281,389 - 87
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivol Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7. 16,718 -86
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 974 -,957 -0 4
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 47,130 -18
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 4,5 7 5 - 8 5
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 51-,706 - 03
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 923,251 - 01
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 923,251- 01
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 .00
16. Amount of Line 14 taxable
at lineal rate X .045 0 .0 0 16. 0 .00
17. Amount of Line 14 taxable
at sibling rate X.12 0 .00 17. 0 .00
18. Amount of Line 14 taxable
at collateral rate x.15 923,251 - 01 18. 138, 487 -65
19. TAX DUE................................................................................................................ 19. 138, 487 .65
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNA F REI ON R PONS FOR41INGRETURN Linda P.Shank DATE
44
ADDREP
1012 Shannon Lane, Carlisle, PA 17013
SIGNA E OF PREPaLRER O ER TH REPRESENTATIVE Seth T. Mosebey DATE
ADDRESS
10 East High Street, Ca e, PA
1111111111111111111III II11111111111111111111111111111 II Side 2
1505618411 1505618411
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of
my knowledge and belief,it is true,correct and complete.Declaration of preparer other than the personal representative is based on all
information of which preparer has any knowledge.
Signature#2
Name William H.Shank
Addressl 1012 Shannon Lane
Address2
City, State,Zip __Carlisle,PA 17013
Date
REV-1500 EX Page 3 File Number 21-14-0930
Decedent's Complete Address:
DECEDENT'S NAME
Rice, P.Joanne
STREET ADDRESS
1318 North Pitt Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 138,487.65
2. Credits/Payments
A. Prior Payments 130,000.00
B. Discount 6,842.11
Total Credits(A +B) (2) 136,842.11
3. Interest (3)
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 1,6466.64
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;............................................................................... ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. x
c. retain a reversionary interest;or............................................................................................................... x
d. receive the promise for life of either payments,benefits or care?............................................................ x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑
FAI
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑x ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994 and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a 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 siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(12-12)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-09'
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-Real estate located at 1318 North Pitt Street,Carlisle Borough,Cumberland 124,839.00
County, PA, known as Tax Parcel No.06-18-1371-034 and being described in that certain
Deed dated 07/13/1994 and being recorded on 07/15/1994 in Cumberland County Deed Book
106, Page 1116,and being conveyed to Joanne Rice and William B.Jeffries,wife and
husband. William B.Jeffries died on 04/05/2014, leaving title solely vested in Joanne Rice,
Decedent herein. Value is assessed value of$126,100.00 x common level ratio of 0.99.
2 Real Estate-Real estate located at 773 Limestone Ridge Road,situate partly in Spring 363,487.00
Township and partly in Saville Township, Perry County, PA, known as PIN 230,097.00
-062.000 and being described in that certain Deed dated 03/22/1999 and being recorded on
03/29/1999 in Perry County Deed Book 106, Page 1116,and being conveyed to William B.
Jeffries and Joanne Rice, husband and wife. William B.Jeffries died on 04/05/2014, leaving
title solely vested in Joanne Rice, Decedent herein. Value is assessed value of$352,900.00 x
common level ratio of 1.03.
3 Real Estate-Real estate located at Limestone Ridge Road,Saville Township, Perry County, 72,718.00
PA,known as PIN 230,097.00-055.002 and being described in that certain Deed dated
03/22/1999 and being recorded on 03/29/1999 in Perry County Deed Book 106, Page 1116,
and being conveyed to William B.Jeffries and Joanne Rice, husband and wife. William B.
Jeffries died on 04/05/2014, leaving title solely vested in Joanne Rice, Decedent herein.
Value is assessed value of$70,600 x common level ratio of 1.03.
TOTAL(Also enter on Line 1, Recapitulation) 561,044.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev. 12-12)
Rev-1503 EX+(08-12)
SCHEDULE B
pennsylvania STOCKS & BONDS
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 423.343 shares of Invesco Charter Fund-Oppenheimer& 23.6199961 9,999.36
Co. Inc. IRA Account#A87-2514706-1384. Beneficiary=
Estate. See attached
2 50 shares of M&T Bank-Oppenheimer&Co. Inc.IRA 125.94 6,297.00
Account#A87-2514706-684. Beneficiary=Estate. See
attached
3 300 shares of Orrstown Financial Services Inc-See 16.065 4,819.50
attached
4 1,098.6013 shares of PNC Financial Services Group-See 86.1900036 94,688.45
attached
TOTAL(Also enter on Line 2, Recapitulation) 115,804.31
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev. 08-12)
Rev-1508 EX+(08-12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Oppenheimer&Co.Inc. IRA Account#A87-2514706-B84-Advantage Bank Deposit,date of 55.00
death vale. See attached.
2 Bank of Landisburg Pre-death Checking Account#610798-Date of death value. See 10,632.04
attached.
3 Bank of Landisburg Pre-death Checking Account#670316-Date of death value. See 25,996.35
attached.
4 M&T Bank Pre-death Savings Account#15004205328336-Date of death value. See attached. 16,663.89
Accrued interest on Item 4 through date of death 0.17
5 Orrstown Bank Pre-death Checking Account#106000581 -Date of death value. See 34,357.18
attached.
Accrued interest on Item 5 through date of death 0.52
6 1999 Chevrolet Malibu-Value is per Kelley Blue Book(see attached)of$2,312.00, less an 0.00
estimate of$2,000.00-$2,500.00(see attached)in repairs for the vehicle to pass inspection
and return it to a condition that will make it suitable for driving.
7 2008 GMC Canyon-Valuation is per Kelley Blue Book. See attached. 7,794.00
8 Miscellaneous personal property and household items 4,900.00
9 Carlisle Regional Medical Center-Refund of medical expenses 1,216.00
10 Century Link-Refund 39.39
11 Century Link-Refund 126.02
12 Church of God Home-refund 15,009.00
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 5,Recapitulation) 281,389.87
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12)
Rev-1508 EX+(08.12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT continued
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
13 Comast-Refund 261.45
14 Goodville Mutual Casualty Company-Refund 175.00
15 Graham Medical Clinic, P.C. -Refund 38.46
16 OptumRx-Refund 3.00
17 PPL-Refund, overpayment of electricity bill for Perry County property, pending disposition 105.37
of real estate
18 TIAA-CREF-Benefit payment received after date of death 146.34
19 Travelers Checks-Found in decedent's residence 1,100.00
20 United Healthcare Services, Inc.-Refund 125.10
21 United States Department of Treasury-Refund from 2014 1040 return 3,470.00
22 UnitedHealthcare Insurance Company-Refund 485.25
23 Washington National Insurance Company-Refund 24.00
24 Orrstown Bank IRA#4000048109-Date of death value. See attached. 158,606.37
25 Orrstown Bank IRA#4000048109-Accrued interest through date of death 59.97
TOTAL(Also enter on Line 5, Recapitulation) 281,389.87
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12)
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rice, P. Joanne 21-14-0930
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.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH °�OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TROANSFERSATTACH THEIR COPRELATIONSHIP
OF THE DEIED FFOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Deutsche Asset&Wealth Management-IRA Account 16,718.86 100.000% 16,718.86
#26220473, Beneficiary=Linda Shank, niece, 100%.
See attached
TOTAL(Also enter on Line 7, Recapitulation) 16,718.86
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF r21-14-0930
E NUMBER
Rice, P.Joanne
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 2,811.44
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid Waived
2. Attorney's Fees Martson Law Office 32,998.72
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 645.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 10,674.52
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 47,130.18
Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.08-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Nickel Funeral Home-Funeral expenses 2,811.44
H-A 2,811.44
Other Administrative Costs
2 Borough of Carlisle-Water and sewage for Carlisle real estate, pending disposition of real 105.54
estate
3 Century Link-Phone bill,pending disposition of real estate 145.77
4 Comcast-Cable bill 87.13
5 Cumberland County Recorder of Deeds-Recording fees for Pitt Street deed 80.00
6 Deluxe Checks-Order of checks for the Estate Checking Account 26.90
7 EstateVal-Fees for date of death valuation report for PNC and Orrstown Common Stock 4.00
8 Goodville Casualty Company-Homeowners insurance, pending disposition of real estate 581.00
9 Goodville Casualty Company-Homeowners insurance, pending disposition of real estate 1,051.00
10 Harvey P. Murray,Jr.-Lien search fees for Perry County real estate 30.00
11 Jay Martin -Snow plowing services at Perry County property, pending disposition of real 50.00
estate
12 Landex Title Search-Lien search for Pitt Street property 0.17
13 Legal Advertising-Cumberland Law Journal 75.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
ITEM
NUMBER DESCRIPTION AMOUNT
14 Legal Advertising-Perry County Times 50.00
15 Legal Advertising-The Sentinel 201.16
16 Mahlon Thrush-Lawn service for 1318 North Pitt Street property, pending disposition of real 190.00
estate
17 Martin Enterprises-Cost to fix well line at Perry County property, pending disposition of real 332.00 -
estate
18 Melvin Stoltzfus-Lawn service for Perry County property, pending disposition of real estate 257.50
19 PPL-Electricity bill for Carlisle property, pending disposition of real estate 21.01
20 PPL-Electricity bill for Perry County property,pending disposition of real estate 157.66
21 PPL-Electricity bill (final)for Carlisle property,pending disposition of real estate 237.75
22 PPL-Electricity bill for Perry County property, pending disposition of real estate 316.73
23 PPL-Electricity bill for Perry County property, pending disposition of real estate 909.22
24 PPL-Electricity bill for Perry County property, pending disposition of real estate 346.71
25 PPL-Electricity bill for Perry County property,pending disposition of real estate 425.29
26 PPL-Electricity bill for Perry County property, pending disposition of real estate 319.62
27 PPL-Electricity bill for Perry County property, pending disposition of real estate 590.86
28 Register of Wills-Short certificates(qty=6) 30.00
29 Register of Wills-Short certificates(qty=2) 10.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
ITEM
NUMBER DESCRIPTION AMOUNT
30 Register of Wills-Additional probate 150.00
31 TIAA-CREF-Distribution annuity, returned the value of the annuity check that was paid after 1,019.17
date of death
32 TIAA-CREF-Distribution annuity, returned the value of the.annuity check that was paid after 1,752.25
date of death
33 UGI-Gas bill for Carlisle property, pending disposition of real estate 35.18
34 UGI-Gas bill for Carlisle property, pending disposition of real estate 51.20
35 United States Postal Service-Certified mail fee for Safe Deposit Box Inventory Notice to the 6.48
Pennsylvania Department of Revenue
36 William H.Shank-Reimbursement for tires and battery purchased for decedent's vehicle, 993.22
pending disposition of vehicle
H-137 10,639.52
Other Administrative Costs
37 Oppenheimer&Co. Inc. IRA Account#A87-2514706-B84-Fee 35.00
H-67 35.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12.12)
SCHEDULE I
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Bank of Landisburg Pre-death Checking Account#670316-Check#4831, payable to Forest 2,353.00
Park Health Center,dated prior to death but posted to checking account after date of death
2 Brockie Pharmatech-Prescription bill,account payable 3.03
3 Carlisle Regional Medical Center-Medical bill,account payable 1,216.00
4 Century Link-Phone bill,account payable 72.31
5 Comcast-Cable bill,account payable 87.14
6 Mahlon Thrush-Lawn service for 1318 North Pitt Street property,account payable 105.00
7 Melvin Stoltzfus-Lawn service for Perry County property,account payable 531.00
8 Orrstown Bank Pre-death Checking Account#106000581 -Check#777, payable to Carlisle 74.82
Borough(water and sewer),dated prior to death,but posted to checking account after date
of death
9 PA Department of Revenue-Tax due on 2014 PA-40 return 113.00
10 PPL-Electricity bill,account payable 20.55
TOTAL(Also enter on Line 10, Recapitulation) 4,575.85
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12)
REV-1513 EX+(01.10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rice, P.Joanne 21-14-0930
NAME AND ADDRESS OF RELATIONSHIP TOSHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do s
ITAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Linda P.Shank Niece 469,984.94
1012 Shannon Lane
Carlisle, PA 17013
William H.Shank Nephew 453,266.08
1012 Shannon Lane
Carlisle, PA 17013
Total 923,251.02
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS 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 DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
F:IFILESTlients\15640 Rice\15640.I.wiI1.2014.wpd
o p �
LAST WILL AND TESTAMENT
I, P. JOANNE RICE, of Carlisle Borough, 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, hereby revoking any and all former Wills or Codicils made by me.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all death taxes (whether such taxes may be payable by my estate or by any recipient of any property)
shall be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
I give such items of personalty as are itemized in a certain list, if any,to the persons named
thereon, which list is signed and dated by me at the end thereof.
3.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real and
personal property,in equal shares unto my niece, LINDA P. SHANK, and her husband, WILLIAM
H. SHANK.
4.
I nominate, constitute and appoint my niece, LINDA P. SHANK, and her husband,
WILLIAM H. SHANK, or such of them as are willing and able to serve,as Executors of my estate.
5.
I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
6.
I authorize and empower my Executors in their sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
9[Initials]
Page 1 of 3
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as they may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate;to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands-of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash,property or undivided fractional shares in property different in kind
from any other share;to employ agents,attorneys and proxies and to delegate to them such powers
as my Executors consider desirable and to pay reasonable compensation for such services as may be
rendered by such agents,attorneys and proxies; and to execute and deliver such instruments as may
be necessary to carry out any of these powers. In addition, I direct that my Executors shall have the
power to conduct an inventory of any safe deposit box necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 3151 f July,2014.
�J (SEAL)
P. J e Rice
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and for her
Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our
names as witnesses thereto, in the presence of the said Testatrix and of each other.
Page 2 of 3
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
We, P. Joanne Rice, Katie J. Maxwell and Melissa A. Scholly, the Testatrix and the
witnesses,respectively,whose names are signed to the foregoing instrument,being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument
as her last Will and that the Testatrix has signed willingly,and that 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.
Joanne Rice, Testatrix
�G
Witness
Witness
Subscribed, sworn to and acknowledged before me by P. Joanne Rice, the Testatrix, and
subscribed and sworn to before me by Katie J. Maxwell and Melissa A. Scholly,the witnesses,this
31 S` day of July, 2014.
IN6tary Pu is
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Dena S.Brumbaugh,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Feb. 18,2018
MEMBER, PENNSYLVANIA ASSOCIATION OF NOTARIES
Page 3 of 3
Property Mapper
Cumberland County, 'A
� � i 1'i1H N VII I ti1NFF1 ; .� i
-
��•r ./ � � •! Deedbook:OOIOb-0t 116 _ �� - '� '_ _ 1
_ - -- - � Owner:RICE,JOAVNE � �F h.�TTTH�•1•- -'
f r Land Use Code:101 tt t
. Square Feet: 1795 � +=���TRCCT
Taxable Status:T f A 1; 1�►- _` ,_" .tL
� � Clean&Green Status: s}• ��"► i
- , Land Assessed Value s:23300 ' r r/ 1�'? �.
.. �� Buadlnq Assessed Vatue S: 102300
Y`� Total Assessed Value$:12b100 �T
Sale Price f:X3500 � �Fes'"
.R • S31e Dace:Tue Jun 14 t99A C3:00:00 j 1
• +•��_o YearBu;IL•19A2 r. ��y�-•NPC'-r�{��,• .
; 1•t9 W I STRCcT t 4y 9..."'1: f • • ..
ly '3�VOI STREET 127W19TREGT • +- � - u W_llr--_�_� . �
r^+.�. ' _ -y � - _ 1 •��i,�•l t , •R'f`^1 11]7N FIt'S-RE ET
L Y:
�."'..•'' ,IY04N PITT61(latti jt ! �.+ �1 f�+T�•y / 4�•_..
- •I � t3�u•� ,+J 54 A'I STREET
~`��•- tL'. r f tpt�•r.rte` n t
t. r .. 4 - 1 j —- ronrnmo•
Copyright1
1318 N PITT STREET
06-18-1371-034
Deed... 00106-01116
O
0F. -
• JOANNE
Land Use Code: 1
Property Type: R
Acreage: 0.21
Square Feet: 1795
Taxable
Clean&Green Status:
Land Assessed Value $: 0-
Building Assessed Value$: r :N1
Total,Assessed Value$: 126100,
Sale Price $: Fl
Sale D. 08:00:00 PM
Year Built: 1942
Municipality: CARLISLE :••• 5TH WRD
Height in Stories: I
Type of • DETACH
Primary Exterior: Vinyl
Basement Percentage:
Air Conditioning:
Rooms:Total
Bedrooms:
Tax ID No, 06-18-1371-034
DEED
MADE THE /3 day or In the year of our Lord one thousand
nine hundred ninety-four(1994)
BETWEEN PAUL E.WHITE and RACHEL W.WHITE,his wife,of Chambersburg,
Franklin County,Pennsylvania,
GRANTORS
and JOANNE RICE and WILLIAM B.JEFFRIES,wife and husband,of
Carlisle, Cumberland County,Pennsylvania,
GRANTEES
WITNESSETH,that in consideration of Forty-Three Thousand Five Hundred Dollars
(543,500.00),in hand paid,the receipt whereof is hereby acknowiedpil,the Said
Grantors do hereby grant and convey to the said Grantees,their heirs and assigns,as
tenants by the entirety:
ALL THAT CERTAIN tract of land situate in the Fifth Ward of the Borough of Carlisle,
Cumberland County,Pennsylvania,bounded and described as follows:
BEGINNING at n pin on the western side of North Pitt Street at tine northern boundary
line of land now of formerly of Paul Snyder;thence at right angle to said Pitt Street and
along the said Snyder land to a westerly direction, 150 feet to a pin;thence along the
line of land formerly of Paul 1. Tyger and wife,in a northerly direction,60 feet to a
point on the line of land formerly of William N.Hall,now or formerly of W. Leroy Hall
and wife;thence along said land now or formerly of Halt in an easterly direction, 150
feet to a pin on the western side of said North Pitt Street; thence along the western side
of said North Pitt Street, in a Southerly direction,60 feet to the place of BEGINNING.
BEING improved with a one and one-half story concrete block dwelling house known as
1318 North Pitt Street.
BEING the same premises which Brown,Davis and White,a Partnership,et al, by their
deed dated February 17, 1948, and recorded in the Office of the Recorder of Deeds in
and for Cumberland County in Deed Book T, Volume 13, Page 44,granted and
conveyed unto Paul E.White and Rachel W. White,Grantors herein.
And the said Grantors hereby covenant and agree that they will warrant specially the
property hereby conveyed.
�:71i1: �.bs taCft� i.�
i
IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seals
the day and year first above written.
SIGNED,SEALED AND DELIVERED
IN THE PRESENCE OF
ver i� (SEAL)
Paul E.White
(SEAL)
Rachel W.White
COMMONWEALTH OF PENNSYLVANIA )
:SS.
COUNTY OF lum®P tyV� )
ON THIS, the /S day of w..& 1994,before me, the
undersigned officer,personalty appeared 'White and Rachel W. White,kn�v
me(or satisfactorily proven)to be the persons whose names are subscribed to
within instrument,and acknowledged that they executed the same for the p
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official sea..
MaTARMI SERI
AREJIBA I.MOM.noTAAT VUBUC
CABUSLA Min.CUMaUMAMo Coum7y
wM UMFtES ANUARY s,IM
rt
la z Y
-R
9,
iodi 106 PACEW7
RAN tay a:J _ N
r"S .v VI
84Sdb"�845�
I do hereby certify that the precise residence and complete post office address of the
within-named Grantee(s)is:
1318 North Pitt Street
Carlisle,PA 17013
Date:
R?ffor
or P. Andrews
Attor Grantees
cc
s c.
C mCj U
3
-o
a
COMMONWEALTH OF PENNSYLVANIA )
:SS.
COUNTY OF CUMBERLAND )
RECORDED on this�s day of Qf)e_. A.D.
ISN',in the Recorder's Office of the said County,in Deed Book
)In _, Volume .Page l 11
Fny hand and the seal of the said Office,the date above
Recorder
r:3 �`
Map Page 1 of 1
Map
jeffries,william(2)
Tax Parcels(2) tk
i SHORT€ LAST FIRST NAME FULL CARE ADDRESS ADDRESS LAND =DA
LAND BUILDING ASSESSED CA
Shape OBIECTID PIN SEDALINK Shape Area PIN NAME NAME EXTENSION NAME OF VALUE 'R
1 2 CITY STAT€ IIP jLOCATIO DESCRIPTIONA VALUE DVALUE ASSESSED TOTAL U
1i VA
]EFFRIES,& 1318 LIMESTONE 230,097.00- 230 97- WILLIA t NORTH PB 9-95
Polygo 12358 055.002 null 434060.115684 55 2 ]EFFRIES 8 null 1WILLIAM JOANNE I null CARIISL PA 1701 jRIDGE TRACTS 2&3 9.75 13/30/19991170000 70600 0 70600 16
B RICE STREET l ROAD
7 JEFFRIES,& 1318 773
1�230,097.00-c:\gis\bldgphotos\BG\016' 230 97- WILLIA NORTH LIMESTON PB 34-111
Polygore12445 62.000 \BG016993.jpg 224307 349672 62�IEFFRIES�B113
WILLIAM JROICE NE,R mull — �CI ARLISLE`,PA� 17013"ADE TRACT 1 5 39 3/30/1999 17000059400 293500 352900 ,30
..�_._..—L_.._ P 1J III .....
V J
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it
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http://gis.perryco.org/aspnet_client/ESRI/WebADF/PrintTaskLayoutTemplates/default.htm 9/23/2014
Ferry County- Docunent Stamp
David I lasee, Recorder
Date 03/30/1999 Lae 12:42.42 1 of 5 N
Ila: 1999-00014053 GID Book 1174 F13e 1333
0 �f
THIS DEED, made this day of 1999,
between LOUIS J. HAMPTON, JR., Personal Representative of the
Estate of ELINOR D. HAMPTON, deceased, late of Saville Township,
Perry County, PA, 'c/o G. Steven McKonly, PC, 119s8a1G?more �
Street, Hanover, PA 17331, Grantor, 'y
V
- AND - /n• Y;F:, :? rig
WILLIAM B. JEFFRIES and JOANNE RIC-E�,e.-hYsbahl", tl wife of 1318 N.
Pitt Street, Carlisle, PA 17013,4AS TEONTIS%BY THE ENTIRETIES,
Grantees,
WITNESSETH, that in consideration of One Hundred Seventy Thousand
Dollars ($170,000.00) in hand paid, the receipt whereof is hereby
acknowledged, the Grantor does hereby grant and convey to the
Grantees,
TRACT NO, 1: ALL that certain piece, parcel or tract
of land situate partly in Spring Township and partly in Saville
Township, perry County, Pennsylvania, bounded and described as
follows:
BEGINNING at an iron pin at or near the southern right
of way line of Township Road T-356; thence across said Township
Road T-356 and by lands now or formerly of Harvey Reisinger,
North seventy-three (73) degrees one (01) minute eighteen (18)
seconds East for a distance of one thousand thirty-four and
sixty-two hundredths (1034.62) feet to an iron pin; thence by y
lands now or late of Thomas E. Hauf and Nancy Baer Hauf, his
wife, South twelve (12) degrees thirty-four (34) minutes five
(05) seconds East for a distance of two hundred eighty-three and
sixty-seven hundredths (283.67) feet to an iron pin; thence by
same, South seventy (70) degrees forty-seven (47) minutes
eighteen (18) seconds West for a distance of two hundred forty
and fifteen hundredths (240.15) feet to an iron pin, thence by
same, South eighty-one (81) degrees nineteen (19) minutes
eighteen (18) seconds West for a distance of seven hundred fifty-
five and zero hundredths (755.00) feet to an iron pin; thence by .
lands now or formerly of Samuel Evans, North twenty-four (24)
degrees fifty-eight (58) minutes forty-two (42) seconds West for
a distance of one hundred eighty-five and zero hundredths
(1.85.00) feet to an iron pin at or near the southern right of way
line of Township Road T-356, the place of BEGINNING.
Date 03/30/1999 Tine 12:02:42 2 of S Pss
No: 1999-00014053 GEN took 1174 Pan 139
CONTAINING 5.785 acres and having erected thereon a
brick dwelling house and outbuildings, according to plan of lots
of Thomas E. Hauf and Nancy S. Hauf, husband and wife, as
recorded in Perry County Plan Book 9, page 95. .
IT BEING the sameftract of land which Henry W. A.
Hanson, III and Janice^; tai son, husband and wife, by deed dated
j July 18, 1987, and, ca deci^;}fin the Office of the Recorder of
- Deeds of Perry!CcsAntjy °Penns�'lvania, in Deed'Book 460, page 224, :
sold and canviwjred`';�ib Louis Jennings Hampton and Elinor D.
i 2 Hampton,;;:-hVhbWhd af'd `w3.fe. Louis J. Hampton having died on
October X26, 93ft itle in and to the premises vested in
Elinor D Ha*ton under and by virtue of the laws of the
CommonwealX'Ki of Pennsylvania,
Elinor D. Hampton having been seized thereof in her
lifetime, died so seized on February 2,1998, leaving a Last
Willand Testament admitted to probate by the Register of wills of
Perry County, Pennsylvania, on February 27, 1998, on which date
�. Letters Testamentary were issued to Louis J."Hampton, Jr.,
Grantor herein. See File Number: 50-98-39.
: TRACT NO, 2: ALL that certain tract of land situate in
Saville Township, Perry County, Pennsylvania, bounded and
described as follows:
BEGINNING at a railroad spike in Township Road T-356 at
corner of Lot #1 on the hereinafter mentioned Plan of Lots and at
lands now or formerly of Samuel Evans; thence along Lot #1 North
fifty-nine (59) degrees twenty-three (23) minutes three (03)
seconds East a distance of one hundred twenty-eight and forty-two
hundredths (128.42) feet to an iron pin; thence along same South
seventy-five (75) degrees six (06) minutes fifty-seven (57)
seconds East a distance of two hundred forty and one hundredth
(240.01) feet to an iron pin; thence along same North seventy-two
(72) degrees nineteen (19) minutes thirty-three (33) seconds East
a distance of seven hundred fifty-three and twenty-four
hundredths (753.24) feet to an iron pin; thence along lands now
or formerly of P. Thomas Shover South fourteen (14) degrees
thirty-two (32) minutes twenty-nine (29) seconds East a distance
of three hundred sixty-seven and seventy-seven hundredths
(367.77) feet to an iron pin; thence along lands now or formerly
of Louis J. Hampton South seventy-six (76) degrees twenty-three
(23) minutes fourteen (14) seconds West a distance of one
thousand thirty-four and eighty-four hundredths (1034.84) feet to
an iron pin; thence along lands now or formerly of Samuel Evans
North twenty-one (21) degrees forty-seven (47) minutes thirteen
Date 03/30/1999 Tine 12:02:42 3 of 5 Pae
Mo: 1999-00014053 GEM Book 1174 Pa-e 140
(13) seconds West a distance of three hundred ninety-five and
thirty-five hundredths (395.35) feet to a railroad spike, the
place of BEGINNING. CONTAINING 9.611 acres and being Lot #2 on ;
plan recorded in Perry County Plan Book 34, page 111.,`
IT BEING the same tract of land which H Cott Weibley f..
and Ethel M. Weibley, husband and wife, and P&'!' E. Weibley and
Martha Weibley, husband and wife, by deed .clahed`°JanusYy 8, 1990,
( and recorded in the Office of the Reeakder' of;,,I)eede of Perry
1 County, Pennsylvania, in Deed Boo>4 .5$, page 1'�2, sold and .
conveyed unto Louis J. Hampton and ElirtF3 Hampton, husband and
wife. Louis J. Hampton having 4 ed Jn CYcCober 26, 1994, title
in and to the premises vested in` or D. Hampton under and by
virtue of the laws of the Commonwealth of Pennsylvania.
Elinor D. Hampton having been seized thereof in her
lifetime, died so seized on February 2, 1999, leaving a Last Will
and Testament admitted to probate by the Register of Wills of
Perry County, Pennsylvania, on February 27, 1998, on which date
Letters Testamentary were issued to Louis J. Hampton, Jr.,
Grantor herein. See File Number: 50-98-39.
TRACT NO, 3: ALL the following described tract of land
situate, lying and being in Saville Township, Perry County,
Pennsylvania, bounded and limited as follows, to wit:
BEGINNING for a corner at a point at lands now or
formerly of Louis J. Hampton in the center of a public highway
known as T-356; thence along lands now or formerly of Louis J.
Hampton South twenty-four (24) degrees eighteen (18) minutes
forty-eight (48) seconds East three hundred fifty-nine and forty-
eight hundredths (359.48) feet to a point in the center of a
public highway known as T-356; thence in, along, and through the
center of T-356 the following four (4) courses anti distances:
[1] by a curve to the right having a radius of seven hundred two
(702) feet, the long chord of which is North seventy (70) degrees
fifty-two (52) minutes twenty-three (23) seconds West with a
chord length of one hundred sixty-nine and ninety-three
hundredths (169,93) feet, for an arc distance of one hundred
seventy and thirty-five hundredths (170.35) feet to a point;
(2) North sixty-three (63) degrees fifty-five (55) minutes
seventeen. (17) seconds West one hundred one (101) feet to a
point; [31 by a curve to the right having a radius of ninety (90)
feet, the long chord of which is North three (03) degrees six
(06) minutes four (04) seconds West with a chord length of one
hundred fifty-seven and seventeen hundredths (157.17) feet, for
an arc distance of one hundred ninety-one and ten hundredths
• . r
Date 0313011999 time 1242.42 4 of 5 Pts
No: 1999-00014053 GE14 Book 1174 Fria 141
(191.10) feet to a pointy i41 North fifty-seven (57) degrees
forty-three (43) minutes forty-one (41) seconds East one hundred
thirty-two and eighteen hundredths (132.18) feet to a point :, at
lands now or formerly of Louis J. Hampton, the point and place of
BEGINNING. CONTAINING 1.139 :acres. The foregoing property is
identified as Lot No. 2 0n;:a ;final subdivision plan prepared for
Harvey D. Lowe, Jr. by Lpu ` Harford, Surveyor. The plan is
dated October 19,„19'9-0' ,and i's':; recorded in Plan Book 36, page 95.
SjgBJE T tc , Y etriction more fully appearing of record
in Perry Cduh"ty Plan,Bddk 36, page 95.
3T.BRING the same tract of land which Harvey D. Lowe,
Jr. and Daw»"%'L. Lowe, husband and wife, by deed dated January 18,
1991, and recorded in the Office of the Recorder of Deeds of
Perry County, Pennsylvania, in Deed Book 603, page 232, sold and
conveyed unto Louis J. Hampton and Elinor D. Hampton, husband and
wife. Louis J. Hampton having died on October 26, 1994, title in
and to the premises vested in Elinor D. Hampton under and by
virtue of the laws of the Commonwealth of Pennsylvania.
Elinor D. Hampton having been seized thereof in her
lifetime, died so seized on February 2, 1998, leaving a Last
Willand Testament admitted to probate by the Register of Wills of
Perry County, Pennsylvania, on February 27, 1998, on which date
Letters Testamentary were issued to Louis J. Hampton, Jr.,
Grantor herein. See File Number: 50-98-39 .
This deed is executed and delivered pursuant to the
provisions of Section 3351 of the Pennsylvania Probate, Estate
and Fiduciaries Code.
AND THE Grantor hereby covenants and agrees that he will warrant
SPECIALLY the property hereby conveyed.
IN WITNESS WHEREOF, the Grantor has hereunto set his hand and
seal the day and year first above written.
WITNESS: ELINOZD. HAMP ON ESTAT
BY: / (SEAL)
mpt/n, Jr.,
Personal Representative
Date 03/30/1999 Tine 17:02:42 5 of S Pss
No: 1799.00014053 GEN Bank 1174 Paie 142
I ! SS:
}
ON the _ day ofY19#9, before j
me, the undersigned officer, pers ally 4§0a. Ye:4 TOUTS ;`J
HAMPTON, JR., Personal Representative ct th TE OF ELINOR D.
HAMPTON, deceased, known to me {oxal:isfact'c�r>ly proven} to be
the person described in the fore4 ing „int, and
acknowledged that he executed the':=sam :. in the capacity therein
stated and for the purposes therei'n' nntained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
r Mm
(tiETK ft•FftOVJNfEL'CEftourt41-3-05 Perry Countyaywille,PA 17047 tary Publ'' sion Expires Jen.3,2000
11" ii'•.;" '`,••r_�i CERTIFICATE OF RESIDENCE
I do hereby certify that the precise residence and
cdmplete post office address of the within Grantees is tl+Fr -
1312, Pp
/ Curl �b
Date: '& f e`'l 1999 ?QE 3
Attorney for Grantees
Stamp No: 1999-002271 Consid: 175,007
Lac: WILLE 111F Atft: N
Cot'."w iwealth CT Feilnsylvarlla 1,700.00
SAVILLE TOWIS11IF 8,0.00
VEST PERRY SCHOOL DI5TRU7 810,00
Ey: LHC Total 3.400.00
`��C ' /A
O±PENHEIMEOppenheimer R & Inc.
1\ 1015 Mumma Road\` Wormlcysburg,PA 17043
Phone 717-763-8200
Fax 717-763-1765
Toll Free 800-722-2294
Transacts Business on all.Principal Exchanges
October 10, 2014
Martson Law Offices
10 East High Street
Carlisle, PA 17013
RE: Estate of P. Joanne Rice
Acct#A87-2514706-B84
Dear Martson Law Offices:
Regarding the letter dated September 30,2014, please find below the date of death valuation for
the above-referenced account as of September 12, 2014.
Security Price Value
Advantage Bank Deposit 1.00 $55.00 SG��r�
M&T Bank 125.94 $6,297.00 SCh li�l� i � �'
Invesco Charter Fund 23.62 $9,999.36 SLr7tFV✓t Lt 1j _17_-rVM I
Total Value
$16,351.36
Primary beneficiary is deceased, which then defaults to the Estate of P. Joanne Rice.
Should you require any further information, please do not hesitate to call.
Since
This report is for illustration purposes only it is not and should no!
Patrick K.Neal be construed as a ror your Oppenheimer&Co.Inc.account
statement or Form 1 o9y and shotnr..not he relied upon for tax reporting
Financial Advisor
purposes. Market angers rrilerteo are as of C1 ,i�. H and
are from sources believeu to be re?!able but are not warranted by us as
to accuracy or completeness nor r(o thov represent guaranteed markets
PKN/hmk for the securities This lnrcrmauon is subject to change. Commissions,
sales charges or deterred mime,might apply if the account were to be
immediately liouidateo Ouoenne�mel & Co. Inc.,nor any of its
employees or affiliates aces not after legal or tax advice.
Scel PPvfte7 �'
Estate Valuation
Date of Death: 09/12/2014 Estate of: P. Joanne Rice Estate
Valuation Date: 09/12/2014 Account: 15640.1
Processing Date: 10/20/2014 Report Type: Date of Death
Number of Securities: 2
File ID: 15640.1.Rice
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 300 ORRSTOWN FINL SVCS INC (ORRF)
COM
The NASDAQ Stock Market LLC
09/12/2014 16.30000 15.83000 H/L 21-Fyh
16.065000 4,819.50 3
2) 1098.6013 PNC FINL SVCS GROUP INC (693475105; PNC)
COM
New York Stock Exchange
09/12/2014 86.63000 85.75000 H/L Sol Jl
86.190000 99,688.45
x4
Total Value: $99,507.95
Total Accrual: $0.00
Total: $99,507.95
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.4.0)
The an of Landisbur ESTABLISHED 1903
P.O. BOX 179 - LANDISBURG, PA 17040
Bank records indicate the following account
balances on 9/12/2014 for
JOANNE RICE SS # 195-28-1140
c/o WILLIAM SHANK
1012 SHANNON LANE
CARLISLE, PA 17013
Balance
Acct Sole Jt Acct Account Prior to Interest Accrued
Opened Ownership With21 Number Type Interest Bearing Interest
A W
11/3/1963 YES N/A 610798 DDA 10,632.04 NO 0.00
1/30/1989 YES N/A 670316 DDA 26,996.35 NO 0.00
BY Mreisinger
61,
(111y*164)
LANDISBURG 717-789-3213 KAN 536-3118 SHERMANS DALE - 582-8511
M&T Bank
499 Mitchell Road,Millsboro,DE 19966 Records Management
Phone 888-502-4349
F ax (302)934-2955
October 3,2014
Martson Deardorff Williams Otto Gilroy& Faller
Law Offices
10 East High Street
Carlisle, PA 17013
Re: Estate of Joanne Rice
Social Security: 195-25-1140
Date of Death: September 12,2014
Dear Sir or Madam:
Per your inquiry on September 30,2014,please be advised that at the time of death,the above-named decedent
had on deposit with this bank the following:
I Type of Account Savings Account
Account Number 15004205328336
Ownership(Names of) Joanne Rice
Linda P.Shank(POA)
William H.Shank(POA)
Opening Date 0711112003
Balance on Date of Death $ 16,663.89
Accrued Interest $ .17
Total
664.06
2. Type of Account Safe Deposit Box
Box Number/Location 511/High Street Carlisle
Ownership(Names of} Joanne Rice
Opening Date 02/07/1992
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the High Street-Carlisle at 717-2404536.
This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers,
Representative Payee,or Trustee under a Written Agreement
Sincerely,
Valarie Mercer
Records Management
A��
ORRSTOWN
BANK
A Tradition of Excellence
October 2,2014
Martson Law Offices
10 East High St
Carlisle,PA 17013
Fax: 717-243-1850
Re: Estate of P Joanne Rice
Social Security Number 195-28-1140
Date of Death 9/12/14
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE
FOLLOWING ACCOUNT WITH ORRSTOWN BANK:
CHECKING ACCOUNT
Account No- 106000581
Account Type- 50+Interest Checking
Account Title- William B Jeffries/Joanne Rice
Date Opened- 12/30/98
Joint Account(name/date) Yes open date 12/30/98
Balance- $34,357.18 Sol ev V. EF
Accrued Interest $0.52
TIME DEPOSIT
Account No- 4000048109
Account Type- IRA Prem Jumbo Statement Savings
Account Title- Joanne Rice/Beneficiary of William B Jeffries IRA
Date Opened- 08/07/14
Joint Account(name/date) No
Balance- $158,606.37
Accrued Interest $59.97 SGh l,� I = S
Beneficiaries Named: None
Best Regards,
Susan R. Eyer
Deposit Processing Representative H
sc v�l� e , a3R C;L�
2695 Philadelphia Avenue• Chambersburg, PA 17201
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1999 Chevrolet Malibu
Style: Sedan 4D
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' - - 2008 GMC Canyon Regular Cab SL Pickup 21) 6 ft Trade In Values - Kelley Blue Book Page 1 of 2
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2008 GMC Canyon Regular ;' ;o :a
Cab RUILT FORDTQUGH
Style:ISL Pickup 2D 6 It v
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Edit options check specs I Mileage: 36529 [Change ,�4 VIIWo —Ji
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Deutsche Asset
P.O. Box 219151 &Wealth Management �
Kansas City MO 64121-9151
October 14, 2014
Martson Law Offices
Attn Dena S Brumbaugh
10 East High Street
Carlisle PA 17013
Inquiry#: 21173957
Fund: Deutsche Short Duration Fund-A
Account #: XXXXXXX2437
Registration: DeAWM Trust Company Cust
IRA R/O M T Traczyk Decd 08/11/2003
FBO Pearl Joanne Rice
Dear Dena S. Brumbaugh:
We are writing in response to the correspondence we received from you regarding this account.
Balance of Account
Below I have provided the number of shares, share price, and dollar value in this account as of September 12,
2014.
Fund Name Class A Number of Shares Share Price Dollar Value S�� G � �
Deutsche Short Duration Fund 1,831.200 $9.13 $16,718.86
Please note there are no dividends that accrued but were unpaid for this account as of September 12, 2014.
Beneficiary Information
The beneficiary information listed on this IRA is as follows:
Primary Beneficiary
Name Allocation
Linda Shank 100%
Inherited IRA Beneficiary Options
As a second-generation beneficiary, Linda Shank has the following options for filing a death claim on this
Inherited IRA:
1. Transfer the assets to an account registered M. T. Traczyk for the benefit of Pearl J. Rice for the further
benefit of Linda Shank as the beneficiary. Distributions must continue and must be based on the
remaining life expectancy calculations for Pearl J. Rice or an amount that is greater.
2. Redeem the assets as a lump sum distribution indicated on the Inherited Retirement Account Distribution
Request form. Please note that as a second-generation beneficiary, Linda Shank may not transfer the assets
into her own IRA. /��
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