HomeMy WebLinkAbout06-30-15 Pm�yivama 1505614105
J ��.�s_� Ex�o>>a,�Fl,
REV-1500 °`�""`"�""`"
Bureau of Intlividual Tazes CountyCode Vwr FileNumUer
a0 eox zeocai INHERITANCE TA7C RETURN
Hamsburg, PA 1n28-0601 RESIDENT DECEDENT �O�S-O�/G9
ENTER DECEDENT INFORMATION BELOW ej/�/S-�/6 9
Soual Seairity Number Da�e of DeaN MMOOYYYY pa�e of Birlh MMODYYYY
72092014 11091931
Decetlenfs last Name Suffx Decetlenfs First Name MI
VNNGER Pnscilla H
(n appifaeie)Eme,survMne spouso•s�nrormat�oo eMow
Spouse's Lasl Name Suffx Spouse's Firsl Name MI
TNIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FlLL IN APPROPRIATE OVALS BELOW
� 1.O�iginal Rewm O Z.SUVV�^�a�ReNm O 3. RemaiMer ftetum(tlate of tleath
pnorrol2-13-82)
< nmlWre Fxemp�im 1tlate of 5. FUWre Interes[Gompmmiu(tlate oi p 8. Federal Estata Tax ReWm Requiretl
� �d�P.atn on n aller]4-201z) � aPatn afler 1z42A2)
p ]. IDecetl�D���t)te O 8.Dece�n[�MY�i�a lmng Trus[ _ 9. Total Number of Sate�eposit Boxes
� 10. Litigation Praeetls Recenxtl O ».NarvProbate Tarisferee ReNm O 12. Dete�rallEkctbn of Spousal Trusls
(Schedule F aM G Assefs ONy)
O 13. Busiress AsseS O 16.Spouse is Sole Bcreficiary
(No hust inwNed)
CORRESPONUENT- THIS SECTqN MUST BE CONPLETED.ALl CORRESPONDENLE AND CONFlUIXfMI TA%INfOPMATpN SXOIILD BE UIPECTED TO'
Name Daylime Tekphone Number
Rose M. Chunik (577) 330-1070
Firs�Lirre ofAtltlress
7413 Dorothy Court
Sarnnd Line of Atldress
CityorPostOfiw Stale ZIPCode .
Spring(eld VA 22153
�
RMChunik�gmail.com � � �, '�
CortaspondanYn anall eddress: �._
REGISTERaF WILL3,U3E-0NIX '
GJ GI
REGISIEROFW1LL5115EONLY - � U i J
DATE iILEO YMODYYYY '
�
� r1
F.� l CJ
�� m
DATE FlLED STAMP CJ �' �
PLEASE VSE ORIGINAL FORM ONLY
Side 1
L I����T������,�,� 1505614105 J �
7
J 1505614205
REV4500 EX(Fij
DecedenCs Social Securrty Number
o�ea�r:H,me�. WINGER, Priscilla H.
RECAPINLATION
1. Real Estale(Schetlule A). ......... .... . . . .. .... . . .. . .. .... .. .. .. . . .. . 1. 0.00
2. Stocks and Bonds(Schetlule B) .... ... . .. ... .... .... .. ....... . ... .... . 2. 19.814.15
3. Closety Held Caporation,Parinership a Sole-Proprieb�ship(Schedole C) . ... . 3. 0.00
0. Mortqaqes antl Notes ReceivaWe(5chetlule D).... ... ...... . ... .. . .... ... 4. 0.00
S Cash,Bank Depovts and Miscellaneous Personal Property(Schetlule E). .._. .. 5. 383,609.46
6. Joinlly Ownetl Pmperty(Schetlule F) O Sepamte Bllling Reques�etl ... .... 6. 0.00
1. Inler-Vivos Trensiers 8 Miscellaneous Non-Probale Properry
(Schv�iule G) O Separa�e Billinq Requestetl... .. .. . L 0.00
8. Totai Gmv Aasefs(�olel Lines 1 ihrough 1). .. .... . . . .... .. . . .. . . ... .. . . 8. Q�3,4$3.67
9. Funeral Expenses and AdminisVaGve Cos�s(Schedule H). .... .. . .. . . ... ... . 9. 6,88227
10. Debls W Oecedent, Morigage Liabili6es aM liens(Schetluk I).. . .. . . .. . . .. .. 10. 4,34672
11. Tofal Deduclions(lolal Lines 9 antl 10). .. .... ... ... . .... ... . .. ... .... .. it. 11,228.99
12. Net Value of Estale(Line 8 minus Line 11) .... .... ... .... .. .... ... .... .. 12. 392,194.68
13. CharileWe a'M Goremmenlal Bequesls/Sec.9113 Trusls tw whlch
an eleclion lo�az has nol been matle(Schetlule J) .. . . . .. .. .. .... ... ...... 13. 0.00
id. Net Value Subject to Taz 0.ine 12 minus Lirie 13) . .. ... . ... ... .......... . 14 . . . 392,194.68
TAX CALGULATION-SEE MSTRUCTIONS FIX2 APPLICABLE RATES
15. Amount of�ine 14�axade
at�he spwsal tan ra�e,or
transfers untler Sec.9H6 0.00
(ax1.2)X.0_ 15.
16. Amount of Line 19�a�ble
auiriealate x o45 17,64876 �s. 17,648]6
1�. Amount of Line 14�a�able
a�siElingate %.i2 ��, 0.00
18. Amount of Line 14 tasa�le
atcollalerzlrs�e %.15 18. 0.00
19. TAXDUE . . . .. ...... .. _ . _ . _ . . . . . _ _ . . . ._ . ... _ . 19. 17,6d876
20. iILL IN THE OVAL IF VW ARE REUUESTING A REFUN�OF AN OVERPAYMENT O
llnEe�perellies of pe�ury.I tlecla2 I fasx ewmi�retl Nis reW m,ItMutli�g a[mmp3nprg STedules a�M slelemenLs,entl M IFe�m�of my kmwleAge a�M Celiei,
It is Vue,wrtecl antl mmplele.OBdaa4on N preparer aMer IM1an Ne parson�ponvEk!or filirg Ma relum is bssed an all InlormaUm of wM1icM1 preparer�as
any knwNetlge.
SI RE O PER ONSIBL OR F NG FETU ORTE
.���� �No/A. � O6/29/2015
AO RE55 �
7413 Dorothy CouA, Spnngfield, VA 22153
SIGNHTIIREOFG0.EGMEftOTHERTHNNPERSONRESPONSIOLEFORFlIINGTHERETIIRN OATE
PODRESS
L I�ry� �I�■� Side 2
■' ���,� � 1505614205 J
REV-0SOOEX �FpPege3 FIMNumM� aO�����/� /
DecedenYs Complete Address: /—/,S-�/�
DECEOENTSNAME
WINGER, Pnscilla H.
STREETAD�RE55
222 Messiah Circle
cin SiATE ziP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. TarDue(Page2,Llnei9) (1) 17,648]6
2 CreddyPaymen6
A.Pnar PaymenL� _ _._ 16,607.00
— _ - _
B.Dscaunt 882.44
(Seeinsbuctions.) ToblC2di6(AaB) (2) 17,489.44
3. Interest
(3) 0.00
4. If Line 2's grealer ihan Line i i Li�3,mter Ne tlifleiance. This is tlre OVERPAYMENT.
F@I M oral m Page 2.Line 211 to rtquest a retund (4)
5. If Line 1 +Li're 3 is greater ihan Line 2,m�er Ne Aiflerence.This is Me TAJ(W E. (5) 159.32
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. D'M de�etlen[make a tansfer antl: Yes No
a. refain Ne use ar nmme N Me property translerted.......................................................................................... ❑ �
b. refain Ihe nght to desgnate who shall use the propetly transfem�a tts incane _._....................................... ❑ �
c reYdinareversionaryinteresi .................................................._.._......................._............_..._..........._...._.._... ❑ �
e. receivecneomrt�ror�ifeoreimerpaymen6.heriefi�sacarea.._.._._.._.................._._............................_.. ❑ ■
2 If deaM ocarred after Dec.12,1982,Otl OemUml transfer pmperty wiNin one year of tleaN
vnthoutreceNingatlequatemnsMerdtbn?.............................................................................................................. ❑ �
3. Ditl tlecetlenl awn an"in bust fif or payabl�upondeaN bank acxoun�or seanry a�his or her deam?.._...._.... ❑ �
4. Oid tlecetlenl vxn an i�Mivitlual retimnm�account,annuiry w oVrtr rqnymbate properry,which
contains a beriefidary tlesgnatbn? ........._.............. .. ❑ �
.............._......._........._.._........._......._._.._..._._.._._...........
IF THE ANSWER TO ANY OF THE ABOVE QUES110NS IS YES,YW MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RERIRN.
For dates of tleaN on or afler Juy 1,1994,arrrtii 6efore Jan. 1,1995,�he laz ra�e imposed w Ne net relue of ll2nsfers�o or for Ihe use of the surviving spouu
is 3 percent[72 P S.§9116(a)(1.1)GII-
For dates of death on or afler Jan. 1, 1995, the tax rate imposed on the net value of transfers lo or for Ne use of the surviving spouse is 0 percent
[/2 P.S.§9116(a)(1.1)(ii)�.7he staWte does not ezempt a Uansfer to a sunrving spouse from�ax,and Ne staWtay requiremenls for tlisdosure of assets and
filing a tax 21um are 5611 applicable even if ihe survrving spouse is me oMy benefidary.
For dates ot death on or aRer July 1,2000:
. The�ax rdle imposed on Me net value oi Vanshrs hom a decrased child 21 years of age or younger at dealh to a for ihe use of a naWrei pa2nt,an
adoptive parent a a slepparent of the child is 0 percent[72 P.S.§9116(a)(1.2¶.
. The tax rate imposed on 1he net ralue of transfers to afa the use M Ne decedenfs firmal benefirianes is 4.5 percenL ezcepl as rroted in[I2 P.S.§9716(a)(1)j.
. The tax rate imposed w the net value of Uansfers to or for the use of Me decedenfs si6lings is 12 percenl[!2 P.S. §9116(a)(1.3)�.A sibling is defined,
under Secfion 9102,as an indNidual who has at least one parent in mmmon wiN ihe decedent,whetl�er by blood or adopfion.
RFV-150 E%1(0]-15)
pennsylvarria SCNEpULE B
INHERRANCETN(PEPIFN STOCKS & BONDS
flESIDEM�ECEDEM
ESTATE OF FILE NUMBER
Priscilla H. W WGER 201500'I6�
All puP�Y��NY owned wIN�i9h[of arvinorsNP must be dscWsed on SNetlWe i. U 6
�M VA WE AT DATE
YOMBER OESCRIFRON OFDEIIH
�' Putnam Investrnenb,Located at Members ist,5000 Louise Drive,Mechanicsburg,PA 77055
0551182469 19,814.15
TOT1L(AlsoenteronLine2, Recapitulation) ; �9,8�4,�5
If mae spaa is neetled,inse[adtitional sheets of the same uze
� � Putnam 2014 ANNUAL STATEMENT
1 N V E 4 T M E N T S Ol/Ol/2014 - 12/31/2014
CONTACT INFORMATION
���IIr�rIh�I�IrI�I�IIIIIIIIrvrIII9hI�IrIII�I�IIIIIh�h� INVESTMENTS: ACCOUNT:
WILLIAM A STEELE Pu[nam Inves[ments
>08860 4870609 001 092033 Q0596735� INVESTFINANaAL 1-eoa22�1581
PRISCILLA H WINGER TOD CORPORATION pu[nam.com
ESTATE OF PRISCILLA H WINGER 1-�11a9s6o51
---- SUBJECT TO STA TOD RULE& � - —---- --- ---- -- - � -��
7413 DOROTHV CT
SPRINGFIELD VA 2 215 3-1613
VOUR PORTFOLIO VALUE as of 12/31/2074 YOUR PORTFOLIO HISTORY
c tw rt v tQdatg__—__. --
---- —y� oo/w/aoia-iz/��nmal co�/oi/zoia-�a/3,nma) s"�°0° so,e. sea.: s�9s.o sn�n - wme
Beginnin9�lua f2UJ33.5] 519.160.00 as.aoo
AtltlitionsN) 0.00 0.00 na.
WitM1tlrawals(-) 0.00 0.00 y�
G�an9ainv�lm« -) 5152.95 f1.092.48
,..�. __.._ ... ..�. _ R „_. . .�_. HFo
w � ID e w
SUMMARY OF ACCOUNTS
a��� ti,ms•am. aaain +�u.m. � n �oa wwa
Nam> numbar (Ol/Ol/2011) �rittMrawals (y-) O]/31/2014)
PRISQLLA H WIN6ER T!lANSFER ON DEATH 0 55➢8 246 9
PUTNAMGATAXE%EMGTINCOMEA 519.186.04 50.00 f1 ,09I.4B 530.316.52
Valua of Pumam port(die f19.189.04 S0.W 51.09].48 f�0,2]6.5]
� � Visi[ putnam.com/individual/[ax-center for informa[ion you need to complete your 2014 tax return.
� Vou can access your accoun[ taz forms, learn mora abou[each form with guides and FAQs, and get
taz plannin9 insights.
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INVESTMENTACCOUNTS
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qs,'�"a�aa��'.:ss:x a 2�z =��rq�°�xe�,'^'»"e e;f`=rrlr.3 s ua.-5.aza`�u .s.wxS�_ � .� k tZ""s. w,x,a.�rs= aa
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REV-60ft E%i (93-15)
�penasylvania SCNEDULE E
oevnnrrrtnravnevenue C/ISH. BANK DEPOSITS &MISC.
��xEznn�.nxu.vw. pER50NALPROPERTY
xEsmExruECEUEm
ESTRTE OF: FILE NUNBER:
Priscilla H. W INGER 2�1500165
IritluOe Me proceeds ot IlOgatlon an0 the date the praceeds were recerved by the abte. /
NI pmperry]d�Ny ownetl wrth ri9h[ot wrvivwship must be 6stloseE an ScheEule F. ���S r��a
IiEM VqWE AT pATE
NUMBEft DESCRIVIlON OF DEATH
�� AMERICHOICE,2175 Bumble Bee Hollow Road,Mechanics6uy,PA 17055
12 Month CertiScate(0060) 212,87t 29
Savings��001) 5.00
Z M&T Bank,499 Milchell Road,Millsbom,OE 19966
Checking 9849840088 25,436.12
Checking 9861288265 9,538.33
3 Memher's isl,500�Lauise Orive,P.O.Box40,Mechanicsburg,PA 17055
Regular Savings 171764-00 372 75
Checking 171764-11 2.98575
IRASavinqslCetlifiGte 1717fi4-0O70,1717fi445 10,17131
4 New Cumberland Federal Credit Unian,P.O.Box fi58,New CumbeAanQ PA 17070
Savings 93976 S1 55.84
Money Ma�ket 93976 53 122,173.08
TOTAL(Nso enter on Line 5,RecapiNlatian) S 383,609.47
If more space iz needed,use additional sheets of pacer ot the same size.
Statement of Accounts
� AmeriChoice z��se�w.e..xww.zwa p�Ol, 2014 thru D2C 31, 2014
mxe..bea4 ee nase
� iFOFYAL CRFO11 UNION ���_�
Building Re/ationsAips For Li1e Account Number. �00000a876
naa.�..s«.ia x�y�.:<=a , q�M Balances at a Glance �
— Savings: 5.00
Certificates: 212,871.29
416L3
_ Gul�ihlfim��fill�f�R��l�9�ii �Il�f I�i m� m -
� PRISqLLAMN7N6ER
74/300R07HYCWRT
SPRINGFIEL�VA]21517b73 New Relada�ship Reward Level is: Frs�dom
Page 1 of 2
plseee npb Met yqr IR3lmcfam6(1088 6108&IH�tar 2014 a�e oonlained in .
you OacmnEer alalemant forltroee Met meat Me IRS MnMnon;�eP��B slenderds
bomuWtldehdMal(aeeeon?Ga[9dlemuRodraMw�honyou tranefera . �^, �..
--- - "�_belarwems��3�57�iae�"�ICe'B`mCeery�a�are`anevera` .� .""'..��:—. ...
� tielencetreruferfeel
REGULAR SHARE -0001
o.m twnaNan owetlotlan /mdnwm subnacua» _ 5avas�
1001 Bdencv Farvd 3.00
77.i7 E�D� .
DWideMe Peltl Yeer to Dale 0.00
12 MONTH CERTIFICATE-0060
oam rm..cuono..edouon Aaaroon. sunaaenon. ed.nc. �:
�10-01 Balana Fawdd ��'
� 7P01 Depoeit DiWdend 0.25096 5:�0.88 212.8712 �
q�vn�el Px�n�ye ykld Eamed 0.250%fian t0A12013 tlragh OBI302014 �
10-01 Renewedffi0.250%IomeWretON1/75 212,B71.S8
1Z31 EndhWBa�+Me .
12 MONTM CERT�FlCJITE xri9 msu�e u�1 WU72016
owa�mrearaarmoaro xw.es
- ---YTIS�OI�F�fEg- ��
— -- - __..��
TOTAL DMDQlDS PAID
REGULAR SHARE ���
iy MONTH CERTIFlCATE ���
Total DlvidenAs Pald YearLo Date 530.88
Phone: (717) 697-3474 • Toll Free: (800) 240-4364 • Fax Number: (717) 697-3713
M&TBank
lNxk.s:ar.c:qi:nu;5�a,'wrtrr,'
499 MitcLeO Roed,MiLL+bom.DE 19966 Recad M.myemnii
Phore 888-50]A369
°u (303)9342955
Yebmvy 19,Y015
Jason Brown
Hampden-Ol
Re: EsisteofRiscillaH.Win�er
Social SecuriTy: 165-26-5225
Date of Death: December 09.20I4
Dear Sir or Madam:
Per your inqniry oa Febmazy l3, 2015,please be advised thaz a[the Gme of dealli,the abovo-�med decedent
had on deposit with this banlc the fo�owing:
I. TypeofA¢vurtt Chedtl�Accnunt
Aaco�mtN�onLer 9849840L448
Ownership(Nmrwso� RweMChmtik(PoA)
RisciflaH. Winger
SusmrA. Yasalonis(POA)
O�xnb�glMle /NO]/2009
Bo/m�ce on I]i�ojlkdh S 25.436.07
Aaruedlnterest S .OS
.___________"____——-
Totd S 25,43G12 '
2. TypeofAcm�mf CheddngAcmunt �
A�yyn(�yu��(�¢� 986/2882QS
Ownership(NmnesoJj RoseM(',hunik(Cus[adimi)
AisciUaH. �nger(Prirtcipd)
Openinglhte OS/24/1073
9atmoe on cafe ojDemn 3 v.s3R.z9
AaauedlnlereM � ��
Total S 9.53633
Fer ol tliYb�llNo�w�Ib rt6e aYweaaaola brLiN!�!aei W�.tlwrta vdlerrtlslusaeM ofMda.
pe�.a+u.ts�a�+r.r r n�-m�.
w..�mstm wme��a.w+��o:r.ek.eo..a�am a�am.
7'hb kmr aoe mt wriie ol rmm b w►�m�ke aamed my i�ve br mm.eo�v alAtlw�s.Cm�adin d Utibrm TrmNna
Rep�Wve.Pqeyw'IYvl�vdvc WAtlm ApmoeY
$IRCCIC�}',
Valarte Meraa
RecoNs Maoagemen[
St
1�1�
MEMBERSI"
FEUER.ILCRFDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 171764-00
Date Account EsWblished 10/30/1997
Principal Balance at Date of Death $372.74
Accmed Interest to Date of Death $0.01
Total Principal and Accrued Interest $372.75
Name of Joint Owner None
CHECKING ACCOUNT:
Account NumberlSuffx 17'1764-17
Date Account Established 10/3011997
Principal Balance at Date of Death $2.985.73
Accrued Interest to Date of Death $0.02
Total Principal and Accrued Interest $2,985.75
Name of Joint Owner None
VISA CREDIT CARD ACCOUNT
AccountNumber 4672090000309500
Date Account Established 09/29/2009
Balance at Date oF DeaM - $2b5
Joint Cardholder None
IRA SAVINGS/CERTIFICATE:
. Account NumbeNSuffix 171764-10,15
7his i�ortnation will be supplied by an IRA Specialist untler a separete mailing. Any questions
can be direeted to an IRA Specialist at 717�697-1161,e�Rension 5775 or 5707.
M�ERS 15T FE RAL CRE�ION
Tessa L Klugh
Lending Insurence Support Specialist
May 21, 2015
Estate of: PRISCILLA H WINGER
Date of Death: 1210912074
Social Security Number: 185-26-5225
5000 Louise Drive • P.O.Box 40 • Mechanicsbucg,Pennsylvania 17055 • (800) 283-2328 • www.membecslscorg
TRADITfONAL IRA SELECTION OF
SURVIVOR BENEFITS (FORM 2327�
PleasePrlMorrype K�bers lst Federal Credit Union
CIDM(Orgenlza[lon will compbb.) Flnendal Orqeniratbn Name
_ 5 �� -�"� ___ t7r� �� � itn �4 �nlinqer
Original IRA Owners Soclal5ecurity Number � IRA Sulfiz Original IBA Ownefs Name(First,Iniliel,Les
qcoountNumEer
- BENEFIqAflYINFORMATON
�� _���� Eetate� of Priscilla H Hincer
etleral Taa ID No. Da�e ol&M(MkVDD/VYYY) Name(FlrsL InRial.Lasl) C�0 &OB¢ M CIluII3k
A 1(1 Irll 4 � �413 Doroth Gt
Value oi ' Bmefrciar/s Beirefls m IM Ownefs Dele oi Oeatli Street Address
(��// ) 33c� —/07O��J03-i���=79a0 �p��,o�.� ve ��tsa
�ayiime Phone Number Ciry,SWte.ZIP
PAYMENT ELECTION
Inatruetlons:See the cummety ol rvles la a tlescAptlon M tlw optlonc Net Aro avaYaOk W yau a�M the EeedtlnM tw thw aptlonc.Check only
one ol tM1e idbwin9��mberetl Omes.H yo�chxk Ow 1.2,or a.thm aleo tl�ack a Ie1Wetl boz untlx Ma numEamO Ow you eheek
�p 1.WmpSum �4'Porl°d�°PaymsMs
r ❑e.Lunp-sum paYmeM irow. ❑a Paymenls mer ihe Fte mipeclancy ot Ne tlecBasetl owne�.
9RsBira�t�waefar ❑c.FaVmenle wer_Y��s.rrot lo exceeE me a�yec�e^q'_
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WITHHOLDING NOTICE
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New�bedand Federul Crcdit Union
YourCommunity Credit Union
V.O.Hox 658 New Cumbedand,PA 17070-0658
Phone:pl9)"l74-9706 • I-800.716-2328 • Pnx�. (717)7"/44996 • Wcb:www.ndcuoNine.u�g
DATE 5/26/2015
ACCOLINT TITLE: Priscilla H Winger
DATE ACCOUNT ESTABLISHPD: 9/16/11
ACCOLTNT Ni.JMBER: 93976
BALANCE AT TIME OF DEATH S1 $55.84
S3 $122,173.08
S4 n/a
CD n/a
SINCERELY,
`'I �,�kkG�A< �u ru�f1 a1
Nikkole Schmiede]
Assistant Branch Manger
ae�-isn ex+(o�-i�)
� pennsylvania SCHEDULE H
ii1 cevartnen*oFra�.n+us FUNERAL EXPENSES AND
�""E"R^"�ET"'�^"+" pDMINISTRATIVECOSTS
RESIGEN!OKEDEM
ESfATE OF FILE NUMBER
Priscilla H. WINGER 2015-00169
Decetlen['c deLta must Ce rcporhA on Sclinlule I. ,�j�- �5_p /�
REM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL IX7ENSE5:
�' PaAhemore's Funeral Home 964.68
Gingnch Memonals 3,338.04
Wrap N Go Rowers 595.99
RetreshmentsMleal 1,114.48
B. ADMINISTRATNE WS75:
1. Personal Representative Commissions:
Name(s)d Persowl Representative(s)__ _ ._ . _ . _
streetaaere�
[iN— State ZIP
Vear(s)Commissim PaiA:
1. Attomey Fees:
3. Family&emptlon�.(If 4xe4enPs aadress is mt Ihe same as daimanPs,atttth explanatbn.)
Claimant
Street A40ress
. . . . . .. . . .. _ .. . ._.... __ .....
Cih — — _ ___ _ __ .._.. State . .. . ZIP . . . _ . ..
Rela[bnship of Claimanc ro DeceGent . . .
4. Pmbate Frer 500.50
5. Acmuntant Fees:
fi. Tax ReNm Prepam Fees: 190.00
�� EstateNoficeinTheSentlnel 105.58
a. Eshate Nofice in the Cumhedand Counry Law Joumal 75.00
TOTAL fAlso enteron Line 9, Recaoitulation) f 6,8822�
RF�-192 EXt(0>-15�
�pennsylvania SCHEDULE I
..- oEvunmerrorrtrs�ue DEBTS OF DECEDENT,
�Nnexnu�ce.nx�r+ MORTGAGE LIABILITIES&LIENS
RESICEM OKE�EM
ESTIITE OF FILE MIMBER
Priscilla H. WINGER 2015-0016f .,7/—/J —O/�a9
Report 0ebt�IMurtad by ihe de�MeiR pNor to derth that rcmalriM unpaitl rt the date af Eea[h,includl�g unrcimLursed mediol expenxs.
REM VAWE PT DATE
NIIMBER DESCRIVf10N OF�FATH
�� UHaul '163 04
2 Messiah Ldeways(Nursing Home) 2,612.00
3. AleriPharmaq 29-�
4. VeteransARairs-DepatlmentofTreasury 1,538J5
5. Venron 2�9�
TOTAL(Aka enter On Line 10, RecapituWtlonj $ 4,34672
If more spxe is neetletl,insert aaditional sheeh of Me same size.
aev-u�3 ev.(oz-is)
�pennsylvania SCHEDULE J
oernamErvr�Ac�nue BENEFIQARIES
INHEFRBKE TPF PEN0.N
RESIDPrt OKfOEM
ESTATE OF: FILE NUMBER:
Priscilla H.WINGER 201500�66
REIATIONSHIPTODKEDEN� AMOUNTORSHAAE
NIIMBER NAMERNDADDHFSSOFPERSQY(5)RKEIVING%tOPERTV UONotLhtTrurtee(s� OFESTATE
I TAXA&E�i5TR1911i1ON5[IMIUEe oumgh[spouul Als[nEu[ions aM[ansfers uMer
Sec 9116(a)Q.i).]
i. Rohetl H.WingerJr.,3668 Bndgewater�me,Williamsburg,VA 23188 Son �/6th of Resitlue
2. Michael A.Winger,8946 Rosewood SM1eet,Maressas,VA 20110 Son 1/6th of Resitlue
3. Rose M.Chunik,7413 Domtl�y Court,Spnn�eld,VA 22153 Daughter V6th of Residue
4. Susan A.Yasalonis,28 Farm House Lane,Camp Hill,PA 17011 Daugh�er 1/6th of Residue
5. Karen B.Hi11,750 Sheap Bndge Road,York Haven,PA 17370 Daughter 1/6th of Resitlue
6. Konrad S.Winger,190 8ald Top Road,Danville,PA 17821 Son 1/6th of Resitlue
EMER�OLLAR AMOUNTS FOR�ISTtIBOT10N5 SHOWN ABOVE ON LINE515 TNROWH 180f REV4500 COVER SHEET,AS A4GROPRIATE.
� NON-TAXABIE OISiRIB11ilON5
A. SPOUSALDIFPIBIItI0N5lIN�ERSKTION9113FORWNI[MANELECTIONtOTA%ISNOTTAKEN:
1.
B. CHAPRABIEANDGOVERNMEMPIDISTRIBUT10N5:
1.
TOTAL OF VMT II-ENTER TOTAL NON-TA%ABLE DISTRIBfITI0N5 ON lME 13 OF AEV4500 COVER SNEEi $
If more spaw Is needed,use addifional shee6 of paper of[he ume srze.
COMMONWEI�IiH Oi PWNSYW<NIp FEV-0182 EX�11-981
�fPPPTMENT OF flEVENVE
BUREBU OF IxONI�l1AL tA%ES
OEPT.E0080t
H,wxiseuec.vn n,ze�oem pENNSVLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
. OPFICIALRECEIPT NO. CD 020269
CHUNIK ROSE M
7413 DOROTHY COURT
SPRINGFIELO, VA 22153
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
---- „« -- '----
101 � S16,607.00
ESTATE INFORMATION: SSN: I
FILE NUMBER: 2115-0169 I
DECEDENT NAME: WINGER PRISCILLA H I
DATEOFPAVMENT: 02/23/2015 I
POSTMARK DATE: 02/23/2015 I
CouN7v: CUMBERLAND I
DATE OF DEATH: 12/09/2014 I
�
TOTAL AMOUNT PAID: 516,607.00
REMARKS: ROSE CHUNIK
CHECK1f0054
INITIALS: WZ
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
TA%PAVEft
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REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
cu
,�'� Of M@�,� No. 2015- 00169 PA No. 2 T- 15- 0169
O? �yZ &state Of: PR/SC/LLAHWINGER
r�c��,
V �
Late Of: CUMB RLAND COUNTY�P
Deceased
Social Security No:
1730
WHEREAS, on the 13th day of February 2015 an instrument dated
June 2nd 2011 was admitted to probate as the last will of
PR1SpLLA H W/NGER
rr�iu.u:emi.uw
late of UPPERALLENTOWNSHlP, CUMBERLANDCounfy,
who died on the 9th day of December 2014 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
TH&REFORE, I, L/SA M. GR.4YSON, ESQ. , Register of Wills in and
for C[JhIBERI1fND County, in the Coimnonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TfSTAMENTARYto:
ROSE M CHUN/K
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARL/SLE, PENNSYLVANIA.
ZN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 13th day of February 2015.
`�/ /v'
�stero uis
/ '�'
epury
**NOTE"• ALL NAMLS ABOVE APPEIiR (FSRST, MIDDLE, LAST)
'�a�t �iCi anb �e�tament = � �, � �
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uf '' - � m " �
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,y YY :�.5 -� 3 .- _i
.��tAl��ll� �r . �inger _: � � m
� � o
- w �,
I, Priacilla H.Winger, of Upper Allen Townslvp,Cumbedand County,Pennsylvania,
being of sound and disposing mind,memory and understanding,do�hereby malce,publish and
declare tlus my Last Will and Testament,hereby revoking and making void any and all prior
Wills by me at any rime heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can convenienfly be done.
2.
I dinect tt�at there shall be paid out of my residuary estate all estate,inheritance and like
taxes together with any interest or penalty thereon imposed by the Govemment of the United
States,or any sta[e or territory ffiereof,or by any foreign govemment or political subdivision
thereof, in respect to all PmPettS Te4uired ro be included in my goss e.9tete for estate>inheritsnce
� or like tas pmposes by any such govemments, whether the property passes under this will or
otherwise.
3.
I give,devise and bequeath my en[ire estate real,personal and mixed W my children in
equal shares. In the event a ct�ild should predecen.se me said share shall lapse and fall into[he
residur of m�•estate for the benefit of those children who survive me.
4.
I nominate,constiMe and appoint my two cluldren, Rose M.Chunik and Susan A.
Yssalonis to be the Executrices of tLis my Last Will and Testament and in the event either
should predecease me or be unable or unwilling to serve in such capacity for any reason,the
offier shall be sole executrizc. I dixect that no bond or other securiTy be required of my personal
repiesentative to guuantee faithfiil performance of her duties.
5.
I direct my Executrices to have the pecsonal property apprnised by a competent appxaiser
and the appraisal fiunished to all heics. My Execu�ices are directed to distribute in kind any
items of pecsonal properiy desired by an heir at the apprnised value,said item to be a portion of
the share to wluch the heir is eatilled. In the event of a dispute between hens as to who shell take
a particulaz item,or should no heir take any item,my Executrices shall sell the
same at public or privaze sale and for such consideralion they deem faic I fiuther authorize my
Executrices to take items in kind and this shall not be considered a conflict of interest.
IN WITNESS Wf�REOF, I have heremto set my hand and seal this.��pday of 7une,
2011. � ���
�� y"�"� (SEAI,)
Priscilla H.VTinger
Signed, sealed, pubGshed and declared by the above named PRISCILLA H.WINGER
as and for her Last Will and Testament,in the presence of us who have subscribed our names
hereto as wimesses,at her request,in her presence and in[he presence of each other.
�'/ m . � %y�i.Ln7/n a�.�
.In�`�"-' �-✓;
i;�:�. 6'Y 1 �,.,ti L_
'j �
CO��L�IO\�'EAL.TH OF PE'�'S�SYLVAVI.A)
:SS
COUN1-Y OF CUMBERLAND )
I,pgISCIId,A IL WINGER, the testatrix,whose name is signed to the attached or
foregoing instrument,Laving been dulY 4ualified according to law,do hereby aclmowledge that I . . _ .
signed and eacecuted the same instrument as my Last Will and Testainen�that I sig�ed it
willingly, and ihat I signed it as my free snd voluntary act and deed,foi the purposes therein
expressed.
/� ..-.,�v µ ����
' cilla H.Winger
Swom and subscribed to before
me 's a+'D day of June,2011.
MOTARML BEAL
i JOETfE l UC80M�FM
� otary Public � ��
�j MECWMIC58UR0 BORO�CWMERIAMD CNf'I
C M�pymmp�ha Fipkec JW 7.Y011
COMMONWEALTH OF PENNSYLVANIA)
:SS
COUNTY OF CUMBERLAND )
f / t Wlu.manu/-E
We,the undersigned,John M.Eakin and 1C.G�'rn a� . the
wimesses whose names are signed to the attached or foregoing iustrument,beinB aulY 4u���ed
according to law,depose and say tLat we wece present and saw the testa�ix,PRISCII.LA H.
WINGER,sign and execute the inshumen[as her I.ast W ill and Testament;that the said testatrix
executed it as her free and volnntary ac[for the purposes therein expressed;ihat each of us,in iha
hearing and sigLt of the testatrix,signed the Will as wih�esses;and that,[o the bes[of our
knowledge,[he testahix was,at the time,eighteen(18)or more years of age, of sound mind,and
under no consnaim,duress or undue influence.
`I�a��m�..._c�.i i i 1l�/'n�c�t-�
� ,� li� . ��
Swom and subscribed to before
me this dwY day of June,2011.
� � �
��%�{� �� /�{/i�%Gh NOTIiNALSELL
Notary Public . �E����
:; xan'vMqe
G/ HAIpCSEURB BdlO,CWIERLAMU CN7Y
yy CppiNnipf 6yYp JW 7.Y01�
lOJune2015
John Eakin
Attorney at law
Market Square Building
1 West Main Street
Mechanicsburg,PA ll055
Notice of Release of Legal Counsei
Dear Mr. Eakin,
?lease accept[his letter as formal notice that you are hereby released
from any obligation to represent the estate of Priscilla H.winger as
legal counsel,effective immediatefy.
After our discussion on Friday aftemoon,5 June 2015,it bewme
abundantly clear to me we have completely different phiiosophies on
the need for aauraty. I cannot accept your approach to the rnmpletion
of the Form REV-1500-hurty up and file it before Me form changes July
1"and let the Department of Revenue fix the errars. 7herefore,your
services are no longer required in the settlement of the Priscilla H.
Wingeres[ate.
I am confirming our conversation this morning,[here is no bill and you
have no files to return to me.
Thank you kindly for your services.
� �$.[- /�l�"^'��
�e M.Chunik
Executrix
cc Cumberland CouMy Register of Wills