HomeMy WebLinkAbout07-30-15 (2) pennsylvania
1505618403
DEPARTMENT OF REVEN
=X(03-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 1069
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
10 31 2014 05 04 1926
Decedent's Last Name Suffix Decedent's First Name MI
DUNKLEBERGER JANET R
(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
LM- 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)
RX 7. Decedent Died Testate 8. Decedent Maintained a Living Trust 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)
❑ 13. Business Assets F] 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
CHRISTOPHER E RICE 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: crice(ci_)martsonlaw.com
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REGIST OF WILLS U$J�ONLY�:o 'M
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1505618403 1505618403
V"' 1
1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Dunkleberger, Janet R.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 36 -,750 - 00
2. Stocks and Bonds(Schedule B)............................................................................. 2.
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. 632 ,673 - 66
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 669,423 - 66
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 62 ,879 - 71
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 3,216 - 04
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 66 ,a95 . 7 5
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 603,327 - 91
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13. 11000 . 0 0
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 602,327 - 91
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 . 00 16. 0 . 00
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 11 - 110
18. Amount of Line 14 taxable
at collateral rate X.15 602 ,327 - 91 18. 901349 - 19
19. TAX DUE................................................................................................................ 19. 90,349 . 19
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.
SI TUR F PERSON RE SIBLE FOR FILING RETURN Paula Evelhoch DATE
ADDRESS
17 Pamela Drive, ec anicsburg, PA 17050
SIGN ,REP ER HER THAN REPRESENTATIVE Christopher E. Rice T� TEr
ADDRESS
10 East High Street, Carlisle, PA 17013
111111111111111111111111111111111111111111111111111111111111 Side 2
1505618411 1505618411
PA inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Dunkleberger,Janet R. 21-14-1069
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 S l 1. '�A
Name Suzette Humer
Address1 22 Pine Street
Address2
City,State,Zip Carlisle,PA 17013
Date -7- aq- 5
REV-1500 EX Page 3 File Number 21-14-1069
Decedent's Complete Address:
DECEDENT'S NAME
Dunkleberger,Janet R.
STREET ADDRESS
1842 Ridgeview Drive
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 90,349.19
2. Credits/Payments
A. Prior Payments 80,000.00
B. Discount 4,210.53
Total Credits(A +B) (2) 84,210.53
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) 6,138.66
Make Check Payable to REGISTER OF WILLS, AGENT.
2awft-W,'11,111-310
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?.................................................................................................................... ❑
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
Dunkleberger,Janet R. 21-14-1069
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-1842 Ridgeview Drive, North Middleton Township, Carlisle,Cumberland County, 36,750.00
PA,Tax Parcel No.29-17-1585-182,being described in Deed dated November 9,2012,and
recorded in Deed book 201302710,and being conveyed to Robert D. Dunkleberger, Pauline
D. Hollenbaugh,Mary Jane Mentzer and Janet R. Dunkleberger. See attached Settlement
Statement showing 1/4 interest owned by the Estate of Janet Dunkleberger. Property sold
for$147,000.00.
TOTAL(Also enter on Line 1, Recapitulation) 36,750.00
(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-1508 EX+(08-12)
SCHEDULE E
pennsylvania. CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Dunkleberger,Janet R. 21-14-1069
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right ofsurvivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Savings Bonds-Received from Benjamin Dunkleberger Estate after date of death 2,612.52
2 F&M Trust Certificate of Deposit Account#172983061 -See attached. 23,522.94
Accrued income on Item 2 through date of death 11.31
3 F&M Trust Certificate of Deposit Acct.#172983063-See attached. 13,700.40
Accrued income on Item 3 through date of death 8.54
4 F&M Trust Checking Account#3403823-See attached. 11,924.54
Accrued interest on Item 4 through date of death 0.11
5 F&M Trust Money Management Account#7074808-See attached. 79,749.19
Accrued interest on Item 5 through date of death 3.94
6 M&T Bank Checking Account#410446-See attached. 13,391.91
Accrued interest on Item 6 through date of death 0.03
7 M&T Bank Savings Account#15004216659366-See attached. 217,701.84
Accrued interest on Item 7 through date of death 4.18
8 Orrstown Bank CD Acct.#4000028319-See attached. 35,793.94
Accrued interest on Item 8 through date of death 1.37
9 Orrstown Bank CD Acct.#4000028320-See attached. 57,961.45
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 5, Recapitulation) 632,673.66
(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
Dunkleberger,Janet R. 21-14-1069
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Accrued interest on Item 9 through date of death 2.22
10 Santander Certificate of Deposit Account#1695215010-See attached. 45,471.24
11 Santander Checking Account#0511085192-See attached. 300.11
12 Santander Money Market Account#1691027626-See attached. 21,000.61
Accrued interest on Item 12 through date of death 2.19
13 Personal Property-Sale proceeds from auction, including sale of 1995 Buick LeSabre 26,409.75
14 Advanced Disposal-Refund 3.16
15 Capital Blue-Refund 477.12
16 Carlisle Petroleum -Refund 1,759.00
17 County/township tax proration-Total$415.79-Estate has 1/4 interest 103.95
18 Safeco Insurance-Refund from homeowner's insurance 324.88
19 School tax proration-Total $383.68-Estate has 1/4 interest 95.92
20 United States Treasury -Refund from 2013 personal income tax returns penalty and interest 469.23
21 Nationwide Life Insurance Company Contract No. 01-6194191 -Annuity payable to the Estate 5,366.56
22 Transamerica Life Insurance Company No.02CBT168054-Annuity payable to the Estate 74,499.51
TOTAL(Also enter on Line 5, Recapitulation) 632,673.66
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.08-12)
REV-1511 EX+(08.13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENTDECEDENTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Dunkleberger,Janet R. 21-14-1069
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 12,211.15
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Paula Evelhoch Suzette Humer
Street Address 17 Pamela Drive
city Mechanicsburg State PA zio 17050
Year(s)Commission Paid 2015-2016 23,082.50
See continuation schedule(s) attached
2. Attorney's Fees 23,833.00
See continuation schedule(s) attached
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
RelationshiD of Claimant to Decedent
4. Probate Fees 495.50
See continuation schedule(s)attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 3,257.56
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 62,879.71
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
Dunkleberger,Janet R. 21-14-1069
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Cumberland Valley Memorial Gardens-Grave opening 1,926.00
2 Hoffman Roth Funeral Home 10,285.15
H-A 12,211.15
Personal Representative Commissions
3 Paula Evelhoch 11,541.25
4 Suzette Humer 11,541.25
H-131 23,082.50
Attorney Fees
5 Martson Law Offices-Attorney fees 23,833.00
H-62 23,833.00
Probate Fees
6 Register of Wills,Agent 495.50
H-134 495.50
Other Administrative Costs
7 Advanced Disposal -Pending disposition of real estate 41.97
8 Advanced Disposal -Pending disposition of real estate 41.97
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
Dunkleberger,Janet R. 21-14-1069
ITEM
NUMBER DESCRIPTION AMOUNT
9 Auctioneer fee-Reimbursement(total$1,650.00-Estate has 1/4 interest) 412.50
10 D&D Septic-Auction expense 80.30
11 Donald Walker-Snow removal pending disposition of real estate 45.00
12 Donald Walker-Snow removal pending disposition of real estate 30.00
13 Donald Walker-Snow removal pending disposition of real estate 30.00
14 Frank Evelhoch-Reimburse for repairs to spigot and postage 18.47
15 Frank Evelhoch -Reimburse for gas for car to sell at auction 11.34
16 Gary Hale-Car detailing for auction 100.00
17 Guaranteed Abstract Services, Inc.-Notary fee total$10.00-Estate has 1/4 interest 2.50
18 Guaranteed Abstract Services,Inc.-Tax certification total$10.00-Estate has 1/4 interest 2.50
19 Legal Advertising-Cumberland Law Journal 75.00
20 Legal advertising-The Sentinel 211.78
21 Martson Law Offices-Legal fees for sale of real estate(total$1,375.00-Estate has 1/4 343.75
interest)
22 Melanie Strickland,tax collector-2015 County/Township taxes-total $630.62-Estate has 157.66
1/4 interest
23 North Middleton Authority-Water and sewer pending disposition of real estate 83.07
24 North Middleton Authority-Water and sewer pending disposition of real estate 83.07
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
Dunkleberger,Janet R. 21-14-1069
ITEM
NUMBER DESCRIPTION AMOUNT
25 North Middleton Authority-Water and sewer(2/18/15 to 5/5/15)-total $106.66-Estate has 1/4 26.67
interest
26 PPL Electric-Pending disposition of real estate 67.01
27 PPL Electric-Pending disposition of real estate 83.63
28 PPL Electric-Pending disposition of real estate 68.51
29 PPL Electric-Pending disposition of real estate 69.44
30 PPL Electric-Pending sale of real estate 54.56
31 PPL Electric-Pending sale of real estate 15.54
32 PPL Electric-Final invoice 21.99
33 Record Power of Attorney -Mary Jane Mentzer-total fee$32.00-Estate has 1/4 interest 8.00
34 Robert Faby -Replacement of car battery 91.00
35 Safeco Insurance-Homeowners insurance pending disposition of real estate 524.00
36 Santander Bank, N.A.-Fee to obtain date of death valuation 20.00
37 Transfer tax-Total$1,470.00-Estate has 1/4 interest 367.50
38 Travelers Indemnity Insurance-Minimum payment for car insurance 68.83
H-B7 3,257.56
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Dunkleberger,Janet R. 21-14-1069
Report debts incurred by the decedent prior to death that remained unpaid atthe date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Bank of America-Debt of decedent 380.46
2 Carlisle Petroleum -October monthly budget payment 256.00
3 CenturyLink-Debt of decedent 25.09
4 Donald Walker-Mowing and yard clean up prior to date of death 105.00
5 Fehl Awning Company-Debt of decedent(storage for window awnings) 15.90
6 North Middleton Authority-Debt of decedent(water and sewer) 83.07
7 PPL Electric-Debt of decedent 149.94
8 United States Treasury-2013 Federal Income Tax 1,695.00
9 United States Treasury -2013 personal income tax penalty and interest 505.58
TOTAL(Also enter on Line 10, Recapitulation) 3,216.04
(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
Dunkleber ,er,Janet R. 21-14-1069
NAME AND ADDRESS OF RELATIONSHIP TOSHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
0 o List Tru stee s
I TAXABLE DISTRIBUTIONS [include outright spousal
• distributions,and transfers
under Sec.9116(a)(1.2)]
1 Patricia Dunkleberger Niece Specific Bequest 100.00
151 Shughart Road per Item 3 of said
Carlisle, PA 17013 Will.
2 Dennis Mentzer Nephew Specific Bequest 100.00
3235 Rosemont Road per Item 3 of said
North Jackson,OH 44451 Will.
3 Gene Mentzer Nephew Specific Bequest 100.00
300 Delaware Drive per Item 3 of said
Crooksville, OH 43731 Will.
4 Paula Evelhoch Niece 1/3 of residue; 205,081.44
17 Pamela Drive 1/2 of personal
Mechanicsburg, PA 17050 property
5 Suzette Humer Niece 1/3 of residue; 205,081.43
22 Pine Street 1/2 of personal
Carlisle, PA 17013 property
See continuation schedule attached Continuation 191,865.04
Total 602,327.91
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Grace United Methodist Church 1,000.00
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1,000.00
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Janet R. Dunkleberger 10/31/2014 201-18-4441
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Dale C. Hollenbaugh,Jr. Nephew 1/6 of residue 95,932.52
514 Oakville Road
Shippensburg, PA 17257
7 Gregory Lee Hollenbaugh Nephew 1/6 of residue 95,932.52
113 North Seward Street
York, PA 17404
Total 191.865.04
1
WILL
1, JANET R. DUNKLEBERGER, of 1842 Ridgeview Drive, Carlisle, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
Item One: I direct that all my debts and funeral expenses including my gravemarker shall be
I
paid from my residuary estate as soon as practicable after my decease as a part of the expense of
the administration of my estate.
Item Two: I give, devise, and bequeath all of my worldly personal possessions as follows:
jewelry and costume jewelry, and the like, home furnishings, including Maytag automatic
washer and dryer, Hotpoint refrigerator, freezer, vacuum cleaners, Singer portable sewing
machine, small appliances, dishes (2 complete sets) and milk glass and miscellaneous pieces, and
related household affairs, silverware consisting of 1847 Rogers and stainless table service and
cookin,,, utensils and Corningware, a few coins, my portable typewriter, my antique Buick
LeSabre automobile valued at $4,000.00, and African violets, and all other personal property to
my niece Paula Evelhoch, and to my niece Suzette Humer, equally, share and share,alike.
Item Three: I give and bequeath the sum of One Hundred and no/100 Dollars ($100.00) each
to my nephew Gene Mentzer, of Ohio, to my niece Carol Mentzer, of Ohio, to my nephew .
Dennis Mentzer, of Ohio, to my nephew Robert D. Dunkleberger, Jr., of Carlisle, Pa, and to my
niece Patricia Dunkleberger of Carlisle Pa.; and the sum of One Thousand and no/100 Dollars
($1,000.00) to Grace United Methodist Church, at the corner of West Pomfret Street and South
West Street in Carlisle, Pennsylvania.
I give and bequeath the balance of cash two-thirds to my niece Paula Evelhoch and to my niece
Suzette Humer, equally, share and share alike per stirpes-, and I give and bequeath one-third to
my nephew Dale C. Hollenbaugh, Jr, and to my nephew Gregory Lee Hollenbaugh, equally,
share and share alike per stirpes.
Item Four: I appoint my niece Paula Evelhoch and my niece Suzette Humer as Co-
Executrices. In the event that an Executrix becomes unwilling or unable to act in the capacity of
Executrix, whether due to death, resignation, renunciation, disability, or any other reason, I
appoint the surviving Executrix to act solely, with the same rights, powers, and duties.
Item Five: All estate, inheritance, succession, and other taxes, imposed or payable by reason
of my death, and interest and penalties thereon, with respect to all property comprising my gross
estate for tax purposes, whether or not such property passes under this will, shall be paid out of
the principal of my residuary estate, without apportionment or right of reimbursement.
Item Six: I direct that my personal representative or guardian shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
Item Seven: In addition to the rights and powers given to the fiduciaries by law or elsewhere in
this will, I give to my Executor during the full time necessary for the administration of my estate
the following rights and powers to be exercised in his or her sole discretion,
A. To retain any real or personal property which may at any time form a part of my estate so
long as he or she deems it advisable.
B. To invest in any real or personal property without restrictions as to legal investments.
C. To repair, alter, improve or lease for any period of time any real or personal property and
to give options for leases.
D. To sell at public or private sale, for cash or credit, with or without security, to exchange
or to partition, to mortgage or pledge real or personal property, and to give options for
leases.
E. To make distribution-in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have hereunto set my hand this 20"' day of July, 2009.
Signed Atq74� �1_1e_
JANET R. DUNKLEBERGER
The preceding instrument, consisting of this and two other typewritten pages each identified by the
signature of the Testator was on the day and date thereof signed, published and declared by the
Testator therein named as and for his last will, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names.
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We, John H. Broujos and V I kj PQ V"'I v > witnesses whose names are signed to the
attached or foregoing instrument being duly qua:' tedaccording to law, do depose and say that we
g 1
were present and saw the Testator sign and execute the instrument as his last will;that he signed
willingly and executed it as his free and voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testator signed the will as witnesses; a to the best of our
knowledge, the Testator was at the time 18 or more years o age, ound Jind a d under no
constraint or undue influence.
'Z-'I-
Sworn and subscribed to before
me this 20"'day of July, 2009.
COMMONWEALTH OF PENNSYLVANIA
Notarlsi Seal
I q
Q�6eeA
Wanda K.Hunter,Notary Public
C'"i.Sl Son d 7
Carlisle ftro.Cumberland County
My C'mmiss.
NOT C M
!on Expires May 10,2013
ssoc. 0
Member,Pennsylvania-�.
A 'ation of Notaries
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
1, JANET R. DUNKLEBERGER, whose name is signed to the attached document, having been
duly qualified according to law, do hereby acknowledge that I signed and executed the instrument
as my last will-, that I signed it as my free and voluntary act for the purposes therein expressed,
TANET R. DUNKLE13ERGERL,)Testatrix
Sworn and affirmed to and acknowledged
before me this 20" day of July, 2009,
NOTARY PLABLIC
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Wanda K Hunter,Notary Public
Carlisle Soro,Cumberland County
My Commission Expires May 10,2013
Member,Pennsylvania Association of Notaries
"'ho-Q, OMB Approval No.2502-0265
. q � � A. Settlement Statement(HUD-1)
� qsN uNE�O
B.Type of Loan
1.Q FHA 2.[]RHS 3.[]Cony Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
4.Q VA 5.Q Conv.Ins. IGABFAM.15-017
C. Note: This form is furnished to gioa you a statement of actual settlement costs Amounts paid to and by the settlement agent are shown.
Items marked gp.o.a)"were paid outside the dosing;they are shown here for informatanet purposes and are not kxA ded in the totals
D. Name and Address of Borrower: E. Name and Address of Seller: F. Name and Address of Lender:
JORY Properties II,L.P. Robert D.Dunkleberger Cash
20 Gunpowder Road Pauline D.Hoilenbaugh
Mechanicsburg,PA 17050 Mary Jane Metzer
Estate of Janet D Dunklaberger
G. Property Location: H. Settlement Agent: I. Settlement Date:
1842 Rklgeview Drive GUARANTEED ABSTRACT SERVICES,INC.
Cartiste,PA 17013.1146 3815 MARKET STREET May 5,2015
Cumberland County,Pennsylvania CAMP HILL PA 17011 Ph. (717)724-8758
Place of Settlement:
GUARANTEED ABSTRACT SERVICES,INC.
3815 MARKET ST,CAMP HILL PA 17011
J. Summary of Borrower's transaction K. Summary of Sellers transaction
100. GrossAmount Due from Borrower: 400. GrossAmount Due to Seller:
101. Contract sales price 147 000.00 401. Contract sales price 147,000.00
102. Personalprop" 402. Personal property
103. Settlement Charges to Borrower Line 1400 1,801.00 403.
104. 404.
105. 405.
Ad ustments for Items paid by Seller In advance Ad ustments for Items aid b Seller in advance
106. COUNTY/TOWNSHIP 05/05/15 to 12/31/15 415.79 406.COUNTY/TOWNSHIP 05/05/15 to 12131/15 415.79
107. CITY TAX to 407.CITY TAX to
108. SCHOOL TAX 05/05/15 to 06/30/15 383.68 408.SCHOOL TAX 05/05/15 to 06/30/15 383.68
109. 409.
110. 410.
111. 411.
112. 412.
120. Gross Amount Due from Borrower 149,600.47 420.Gross Amount Due to Seller 147,799.47
200. Amounts Paid by or In Behalf of Borrower 500. Reductions in Amount Due Seller.
201. Deposit or earnest money 10 000.00 501. Excess deposit see instructions
202. Principal amount of new loans 502. Settlement charges to Seller Line 1400 76,541.87
203. Existing loans taken sub ect to 503. Existing loans taken subject to
204• 504, Payoff First Mortgage
205. .505, Payoff Second Mortgage
206. 1 506.
207• 507.(Deposit disb.asproceeds)
208. 508.
209. 509.
Ad ustments for items unpaid by Seller Adjustments for Items unpaid by Seller
210. COUNTY/TOWNSHIP to 510.COUNTYITOWNSHIP to
211. CITY TAX to 511. CITY TAX to
212. SCHOOL TAX to 512.SCHOOL TAX to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.Proportional Net Proceeds to Robert D.Dunkleber a 35 628.80
218. 518.Proportional Net Proceeds to Pauline D.Hollenbaua 35,628.80
219• 519.
220.Total Paid by/for Borrower 10,000.00 520.Total Reduction Amount Due Seller 147,799.47
300. Cash at Settlement fromito Borrower 600. Cash at settlement tolfrom Seller
301, Gross amount due from Borrower line 120 149 600.47 601. Gross amount due to Seller line 420 147 799.47
302. Less amount paid by/for Borrower Me 220 ( 10,000.00) 602. Less reductions due Seller line 520 ( 147,799.4
303. Cash ❑X From1:1 To Borrower 139,600.47F603. Cash To From Seller 0.00
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Page 1 of 3 HUD-1
(JORYPROPI I.PF D/JORYPROPI I/31)
L.Settlement Cha es
70 .Total Real Estate Broker Fees Paid From Paid From
Divldon of commission(ine 700)as fofiows., ecrrw ees Sellers
701 S to Funds at Funds at
702, to Settlement Settlement
703.Commission paid at settlement
04.
705.DEED PREP
800.Items Payable in Connection with Loan
801.Our origination charge $ from GFE#1
802.Your credit or charge(points)for the specific Interest rate chosen $ (from GFE#2)
803.Your adlusted origination char es from GFE#A 0.00
804.Appraisal fee to from GFE#3
805.Credit Report to from GFE#3
806.Tax service to from GFE#3
807.Flood certification to from GFE#3
808. from GFE#3
809. from GFE#3
810. from GFE#3
811. (from GFE#3)
900.Items Required by Lender to Be Paid In Advance
901.Deity Interest charges from to @ $/da from GFE 910
902.Mortgage Insurance premium for months to from GFE#3
3 Homeowner's insurance for 1,0 Years to from GFE#11 POC
9 from GFE#11
905. from GFE#11
1000.Reserves Deposited with Lender
1001.Initial deposit for your escrow a=unt (from GFE#9)
1002.Homeowner's Insurance @ $ per $
1003.Mort a e,insurance er
1004.Properly taxes $
COUper
CITY Tper
SCHOOL TAX e
1005. $
COUNTY/rOWNSHIPper
SCHOOLT er
1006. $ per $
1007. $ per $
1008. $
1009.AGGREGATE ADJUSTMENT $
1100.Title Charges
1101. Title services and lender's title insurance from GFE r'/4
1102. Settlement or dosing fee
lio3. Ownees title Insurance to FIRST AMERICAN TITLE INS.CO. (from GFE#5
1104 Lender's title insurance to FIRST AMERICAN TITLE INS.CO.
1105. Lender's title policy limit
1106. Owner's title policy limit $
1107, en' c i n of the total Ilits Insurance premium
1108. Underwriter's portion of the total title Insurance premium to FIRST AMERICAN TITLE INS.CO. $
1109. Notary Fee to GUARANTEED ABSTRACT SERVICES INC$ 10.00
1110. Tax CertReimbursement to GUARANTEED ABSTRACT SERVICES INC$ 10.00
1111. Settlement Fee to GUARANTEED ABSTRACT SERVICES INC$ 250.00
1112. $
1113. $
1200.Government Recording and Transfer Charges
1201.Government recording charges , to RECORDER OF DEEDS from GFE# 81.00
1202.Deed$ $1.00 Mo a Releases Other 32.00 32.00
1203.Transfer taxes to RECORDER OF DEED from GFE#8 1,470.00
1204.CWCountv taxIstill $ 1470.00 1470.0
1205.State tax/stamps $ 1,470.00 $
1206.
1207.
1300.Additional Settlement Charges
1301.Required services that you can shop for from GFE#6
1302.2015 County/Township County/TownshipTax to Melanie Striddand Tax Collector $ 630.62
1303.Water/Sewer Fees 2/18-5/5 to North Middleton Author $ #08000141 106.66
1304. Reimbursement ofAuctionser Fee to Estate of Janet Dunkleberger $ 1,650.00
1305.Legal Fees to Martson Law Office $ A1.375.0011306.Proportional Net Proceeds to Mary Jane Metzer $1307.Proportional Net Proceeds to Estate of Janet D Dunkleberger $1400.Total Settlement Charges(enter on nes 103,Sect on J and 502,Section )
•Pad adside of ammo M earaa(e),uner(S).iam(y,or WrO.Poff)
By si4rnaPeastd'dii sweners me algnelala akrwMalga ragdeamgeted copy of pop 2d9ddis dreepape as
GUARANTEED 17RACT SERVICES,INC.,Settlement Agent
Certified to be a true copy.
Page 2 of 3 HUD-1
(JORYPROPI I.PFD/JORYPROPI I/31)
ACKNOWLEDGMENT OF RECEIPT OF SETTLEMENT STATEMENT
Borrower: JORY Properties II,L.P.
Seller:. Robert D.Dunkleberger
Pauline D.Hollenbaugh
Mary Jane Metzer
Estate of Janet D Dunkleberger
Lender. Cash
Settlement Agent: GUARANTEED ABSTRACT SERVICES,INC.
(717)724-8758
Place of Settlement: GUARANTEED ABSTRACT SERVICES,INC.
3815 MARKET ST,CAMP HILL PA 17011
Settlement Date: May 5,2015
Property Location: 1842 Ridgeview Drive
Carlisle,PA 17013-1146
Cumberland County,Pennsylvania
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further
certify that I have received a copy of the HUD-1 Settlement Statement.
JORY Properties Il, L.P
BY. DR`
Robert D.Dunkleberger
a�D.Hollenbaugh
Jane Metzer
Estate of Janet D Dunkleberger
BY: St I qL� N t fxrCl '0-xec�or
WARNING: It Is a crime to knowingly make false statements to the United States on this or any similar forth. Penalties upon conviction can
Include a fine and Imprisonment. For details see:Title 18 U.S.Code Section 1001 and Section 1010.
(JORYPROPII.PFD/JORYPROPI V31)
F&M TRUST
Date of Death Valuations
Customer Name: JANET OUNKLESERGER
Date of Death: October 31,2014
Total
Accrued Balance as of Account
Acct Type Account Number Open Date Close Date Balance Int Date of Death Owners/Title Joint Established
Checking 3403823 12/412000 $ 11,924.54 $ 0.11 $ 11,924.65 Janet Dunkleberger
Money Management 7074808 12/4/2000 $ 79,749,19 $ 3.94 $ 79,753.13 Janet Dunkleberger
CD 172983061 7/19/2006 $ 23,522.94 $ 11.31 $ 23,534.25 Janet Dunklebw9er
CD 172983063 8/4/2006 $ 13,700.40 $ 8,54 $ 13,708.94 Janet Dunkleberger
M&T Bank
499 Mitchell Road,Millsboro,DE 19966 Records Management
Phone 888-502-4349
P ax (302)934-2955
November 19,2014
Martson Deardorff Williams Otto Gilroy & Faller
Martson Law Offices
10 East High Street
Carlisle,PA 17013
Re: Estate of Janet R. Dunklebereer
Social Security
Date of Death: October 31, 2014
Dear Sir or Madam:
Per your inquiry on November 12,2014,please be advised that at the time of death,the above-named decedent
had on deposit with this bank the following:
t. Type of Account Checking Account
Account Number 410446
Ownership(Names ofJ Janet R Dunkleberger
Opening Date 0910111967
Balance on Date of Death $ 13,391.91
Accrued Interest $ .03 t
Total $13,391.94 � l
2. Type of Account Savings Account
Account Number 15004216659366
Ownership(Names ofi Janet R Dunkleberger
Opening Date 0411412009
Balance on Date of Death $ 217 701.84
Accrued Interest $ 4.18
Total $.217,706.02 ........... ...............�.��. �._` ���
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.
We were unable to locate any safe deposit box for the above-mentioned decedent.
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
ORRSTOWN
BANK
A Tradition of Excellence
November 24,2014
Martson Law Offices
10 E High St
Carlisle,PA 17013
Fax: 717-243-1850
Re: Estate of Janet R Dunkleberger
Social Security Number
Date of Death 10/31/14
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE
FOLLOWING ACCOUNT WITH ORRSTOWN BANK:
Time Deos
P
Account No- 4000028319
Account Type- 11 Month Growth
Account Title- Janet Dunkleberger
Date Opened- 09/03/08
Joint Account(name/date) No
Balance- $35,793.94
Accrued Interest $1.37.
Time Dons—it
Account No- 4000028320
Account Type- 11 Month Growth
Account Title- Janet Dunkleberger
Date Opened- 09/03/08
Joint Account(name/date) No rn
Balance-
$57,961.45
Accrued Interest $2.22
Best Regards,
A
Lisa R. Kline
Deposit Processing Representative III
2695 Philadelphia Avenue* Chambersburg,PA 17201
4-
Santander
ESTATE OF Janet R. Dunkleberger
SOCIAL SECURITY#:
DATE OF DEATH: October 31, 2014
Account#: 0511085192 Type: Checking Open date: 4/17/2009
In the name of: Janet R Dunkleberger
Date of Death Balance: $300.11
Int.(YTD) from 1/1/2014 to 10/13/2014 $0.00
Accrued interest to date of death: $0.00
Other info: Account closed on 11/12/2014.
Account#: 1691027626 Type: Money Market Open date: 11/26/1999
In the name of: Janet R Dunkleberger �JG
Date of Death Balance: $21,000.61
Int.(YTD) from 1/1/2014 to 10/13/2014 $35.07
Accrued interest to date of death: $2.19
Other Info: Account closed on 11/12/2014.
Account#: 1695215010 Type: CD Open date: 6/11/1996
In the name of: Janet R Dunkleberger
Balance due on Death: $45,471.24
Int.(YTD) from 1/1/2014 to 9/29/2014 $67.53
Accrued interest to date of death: $0.00
Other Info: Account closed on 11/12/2014.
Page 1 of 1 _
Fax Server 12/11/2014 10 : 39:42 AM PAGE 2/002 Fax Server
Melissa Scholly
Nationwide.
Page 1 of 1
Date prepared December 11,2014
Questions? Call 800.321-6064
Visit us online Go to nationwidefinancial.com to
manage your client's account,
learn about our services and
more.
Melissa Scholly
Fax Number:717-243-1850
Here's the contract Dear Melissa Scholly,
value information This letter confirms the value for contract 016194191 was$5,366.56 as of
you requested October 31, 2014.
Annuity details
Owner: Janet R. Dunkleberger
Annuitant: Janet R. Dunkleberger
Contract number: 016194191
Additional information
Please disregard the previous confirmation received.We apologize for our
oversight.
For help when you need it
If you have any questions or need additional information,contact our service
center at 800-321-6064.Our specialists are available Monday through Friday,
8 a.m.to 8 p.m. Eastern time.
Sincerely,
Nationwide Service Center
Nationwide Life Insurance Company and/or Nationwide Life and Annuity Insurance Company,PO Box 182021 Columbus OH 43218
Ufa Insurance and Annuities are Issued by Nationwide life Insurance Company and/or Nationwide Life and Annuity Insurance Company,Columbus,Ohio.The
general distributor for variable Insurance products Is Nationwide Investment Services Corporation,member FINRA.Nationwide and the Nationwide N and Eagle
are service marks of Nationwide Mutual Insurance Company. SAN-0282AO
TRANsAmEmCA Adininistralive 0(fice:
4333 Edgewood Road NE
i@ LIFE INSURANCE COMPANY Cedar Rapids, 1 A 52499
w%vw.transamericaannuities.coi-n
November 20, 2014
ESTATE OF JANET R DUNKLEBERGER
C 0 MARTSON LAW OFFICES
10 EAST HIGH STREET
CARLISLE PA 17013
RE: Annuity Number(s) 02CBT168054
Dear ESTATE OF JANET R DUNKLEBERGER:
We have received your request regarding this annuity policy. The
value as of October 31, 2014, the date of death for Janet R
Dunkleberger, is $74, 499. 51 . The interest accumulated as of today,
November 20, 2014 is $62 . 44 .
If you have questions, please contact your financial professional or
call us at 1-800-553-5957 and press 3 for the Claims department,
Monday through Thursday between 7: 00 a.m. and 5: 30 p.m. and Friday
between 7 : 00 a.m. and 4 : 30 p.m,'.* Central time. We appreciate your
business.
Sincerely,
Administrative Services
Claims
WW
an AEGON company