HomeMy WebLinkAbout07-30-15 (3) --7 Vnnsrlvania 1505618403
narM a REnNtgX(03-14)
REV-1500OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 15 0377
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
01 10 2015 12 09 1917
Decedent's Last Name Suffix Decedent's First Name MI
BRADY CATHERINE L
(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
n1. 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)
n7. Decedent Died Testate 8. Decedent Maintained a Living Trust 0 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)
E] 13. Business Assets 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES D BOGAR (717) 737 8761
First Line of Address
ONE WEST MAIN STREET
Second Line of Address
City or Post Office State ZIP Code
SHIREMANSTOWN PA 17011
C=:)
n M
Correspondent's email address: lbogarCaD_bogarlaw.com c_
REGISTER QfWICLS USE ONL p
REGISTER OF WILLS USE ONLY r— .c'.. M 70
DATE FILED MMDDYYYY p O
co r- M
DATE FILED STA "nl
Side 1
1505618403
50I6IIII1505618403
r
1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Brady, Catherine L.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 1-,655 - 40
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.
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 471893 - 97
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............ 7. 99,883 - 23
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 149 -,432 - 60
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 10 ,752 - 60
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10.
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 10,752 - 60
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 138-,680 - 00
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. 138 ,680- aa
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 . 110
16. Amount of Line 14 taxable
at lineal rate X .045 13 8,6 8 0 . 0 0 16. 6,240 - 60
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 110
18. Amount of Line 14 taxable
at collateral rate X.15 11 - 110 18. 0 . 00
19. TAX DUE................................................................................................................ 19. 6 -,240 - 60
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.
S ATURE PF PERSON RESPO SE I&FILING FIETURN Catherine L. Leeds PATE
42 1_0
A RESS
930 Shiremont Drive, Mechanicsburg, PA 17050
SIGNATU FEPA R ERT AN REPRESENTATIVE James D. Bogar DATE
P
ti2�3�2�1
ADDRESS
One West Main Street, hiremanstown, PA 17011
111111111111111111111111111111111111111 IN Side 2
1505618411 1505618411
REV-1500 EX Page 3 File Number 21-15-0377
Decedent's Complete Address:
DECEDENT'S NAME
Brady, Catherine L.
STREETADDRESS
824 Lisburn Road
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 6,240.60
2. Credits/Payments
A. Prior Payments 5,901.95
B. Discount 310.63
Total Credits(A +B) (2) 6,212.58
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) 28.02
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............................................................................................................... H
d. receive the promise for life of either payments,benefits or care?............................................................
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
--- — I
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-1503 EX+(08-12)
SCHEDULE B
pennsylvania STOCKS & BONDS
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Brady, Catherine L. 21-15-0377
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 23.25 shares of NCR Corporation 28.07 652.63
2 23.25 shares of Terradata Corporation 43.13 1,002.77
TOTAL(Also enter on Line 2, Recapitulation) 1,655.40
(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)
NCR Historical Prices I NCR Corporation Common Stock Stock - Yahoo! Finance Page 1 of 2
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Enter Symbol Loc':Up Thu.Jul 23,2015.1 1.35AM EDT-U.S.Markets close in 4 hrs 25 mine Reportan Issue
Dow 0.28%Nasdaq 0.17""/0
NCR0's5 �`!-0.35� NOWe
170DAY'S CHANG£SQ7 t I f7daltry
NCR Corporation(NCR) -NYSE L!Watchlist Add to Portfolio Llks e-151
31.640-00(0.00%) 11:35AM EDT-Nasdaq Real Time Price
Historical Prices Get Historical Prices for. GQ
Set Date Range
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Start Date: Jan�l t=_.J 2015 Eg.Jan 1,2010 0 Weekly
End Date: Jan v 12 2015 0 Monthly I
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First I Previous I Next I Last !
i Prices
ONT
Date Open High Low Close Volume Adj Close" �
Jan 12,2015 28.14 28.25 27.36 27.53 1,488,100 27.53
Jan 9,2015 28.49 28.68 28.00 28.17 837,100 28.17 ���TRACK
'
i
"Close price adjusted for dividends and splits.
First I Previous I Next I Last
Download to Spreadsheet e- rs,
Currency in USD.
$28.07 Median Price
X 23.25 Shares Owned '
$652.63 Date of Death Value
�1 l
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1.8$5.75L5135.Le.r n Mar,>
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http://finance.yahoo.com/q/hp?a=00&b=9&c=2015&d=00&e=12&f=2015&g=d&s=NCR... 7/23/2015
Shareowner Services
Post Office Box 64874
• St.Paul,MN 55i64-o874
shareowneronli ne.com
CATHERINE L BRADY April 20,2015
93o SHIREMONT DR
MECHANICSBURG PA 17050-2145
Re:Share Balance Summary
Registration: CATHERINE L BRADY
93o SHIREMONT DR
MECHANICSBURG PA 17050-2145
Account creation date: December 31,1996
Issue name of stock: NCR Corporation
Total share balance on April 16, 2015:23.250
Certificate shares: .000
DRS/book-entry shares: .000
Plan shares: 23.250
Dividend amount paid YTD: $.00
Closing price per share on April 16, 2015: $29.9700
Estimated value: $696.80
Ticker symbol for the company: NCR
Stock exchange: NYSE
Please note that as a transfer agent,we are not directly connected to the stock market.The above price is given as an
estimate and is not a guarantee of a specific price.The estimated value may lose value and is not guaranteed.
If you have any questions,you can send us an email by selecting"Contact Us"at any time while online at
shareowneronline.com.You can also call 800-627-2303 to talk to a shareowner relations specialist Monday through
Friday from 7:oo a.m.to 7:00 p.m.Central Time.
Sincerely,
Wells Fargo Shareowner Services
Inil IIIIIII IIIIII III)IIIIN III VIII IIID Iilll VIII VIII VIII VIII VIII VIII VIII ILII IIII *ZFNC011oI2o3IJ1 IYIYIYI
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Enter Symbol Leok Un Thu,Jul 23,7.015,11:33AId EDT-US htarlkets close in 4 hrs and 24 mins Reportan Issue
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Fp�� Q Daily :
Start Data: Jan v LJ 2015 Eg.Jan 1,2010 O Weekly
End Date: Jan v 12 2015 O Monthly
Q Dividends Only
Get Prices
i
First I Previous I Nert I Last
�Prices
I
Date Open High Low Close Volume Adj Close' ONTHE
Jan 12,2015 43.39 43.49 42.57 42.63 1,098,500 42.63 RIGHT
Jan 9.2015 43.51 43.66 42.80 43.43 937,100 43.43 TRACK
Close price adjusted for dividends and splits. I
First I Previous I Next I Last
flNDownload to Spreadsheet +;' ,•
«,. Vk t
Currency in USD.
� c 1
$43.13 Median Price
x 23.25 Shares Owned I
$1,002.77 Date of Death Value
ap
t;a!,r ftarenKn$SDec:i..'a at .
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purposes or advice.Neither Yahoo!nor any of Independent providers is liable for any informational errors.incompleteness,or delays,or for any actions taken in rebance on information contained
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IIII Ilfl IIIII IIIII Illff IIIII illll IIIII IIIII 111111(111
Computershare
T(EmDATA, Computershare Trust Company,N.A.
PO Box 30170
College Station,TX 77842-3170
Within USA,US territories&Canada 888 730 8825
Outside USA,US territories&Canada 781 5754338
www.computershare.cominvestor
Teradata Corporation is incorporated under the laws
of the State of DE.
CATHERINE L BRADY
930 SHIREMONT DR
MECHANICSBURG PA 17050-2145 Holder Account Number
C0000138479
Company ID TDC
SSNMN Certified Yes
s.' ✓ ? _. t- t � � �S mfr ' ts.
Tx t a
< � f
f
Transaction(s)
Date I Transaction Description ` Total Class
Shares/Un is CUSlP I Description
30 Sep 2007 Prior Agent Stock Dividend 23.250000 88076W103 Conmor
28 Jul 2010 Fraction Debit Transaction -0.250000 W76W103 Commor
Account Information: Date: 26 Feb 2015(Excludes transactions pending settlement)
Direct Total Price Class
Registration Shares/ Per Share Value($}
Balance Units CUSIP Description
($)
23.000000 23.250000 43.960000 1,022.07 88076W103 Common
IMPORTANT INFORMATION—RETAIN FOR YOUR RECORDS.
This adv ce s your record of the shae pansad on in your account on the books of the�Pany as par!of the Dired Reg on System.This advice is neither a negotiable instrument nor a security,and defrmy of d does nc of itself coater any rights b the
redpie ri it should be kept with your
impatam door er is as a record of your avne sfdp of these shares.No actin on you pal is req fired.Please rote Nat carGEpte requests made as part of a transfer request Trey automatically be changed to book
issuance.tf ynn wish to obtain a ce iificate please access you account via the Investor Centre web site or contact a customer service agent.Fees may appy to certificate issuances.We encourage you N leave you registrations in book form to facilitate a
secure and ea*accessed account t old ng.The IRS req Wes that xe reptxt the asi bas s d certa n attares a xlured after January 1,2011.tf your shoes wee covered by the legislation and you have sold or transferred the shares and requested a specif
cost basis cakvlalion method,we have processed as requested If you did r of seedy a cosi basis calaiaton method,we have defaulted to either the first it,first cut(FIFO)for equity issuers or for certain dosed-end pads,average cost basis method. Please
note that Closed-End Funds and/or Registered investment Cor paries a e not required b report cost basis unfd January 1,2012.Please Ash our webshfe ordxedt you tax advisor it you need additional information abed cost basis.Upon re(?uest.the Campan)
will punish N anyy shaehddec wifhcut charge,a it;ti statement of the designafians.rights(mduditg n9 his under any CompWs Rights Agreement.if army),preferences and limitations of the shares of each class and series authorized to be issued,and the
authority of the aoaN d D rectors to ttiv de the shares into se es acct to determine and change rights,preferences and ri itaWns of any class or series.Assets are nol deposits of Compulershare and are not insured by the Federal Deposit Insurance
Corporation,the securities Investor Protection Carporaton.or any other federal or state agency.
If you do not keep in contact with us or do not have any activity in you account for the time periods specified by state law,your property could become subject to state unclaimed property laws and transferred to the appropriate state.
®
4 0 U D R T D C +
OnHBAR nto tRev.101141 Please see Important PRIVACY NOTICE on reverse side of statement oolcs0003.d.rmir.fs0820_524firw1519100820f
Rev-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Brady, Catherine L. 21-15-0377
If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Catherine L. Leeds 930 Shiremont Drive Daughter
Mechanicsburg, PA 17050
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOIN MADE LETTER DATEVALUE OF
(NUMBER OR SIMILARNCLUDE NAME OF rIDENTIFYING ANCIAL (NUM ER.ATTACH D EDTUTION AND BANK OFOR UNT DATE OF DEATH DECD'S DECE ENT'S NTEREST
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUE OF ASSE INTEREST
1 A 01/09/2012 Members 1st -Savings Account No.445768 7,227.46 50.000% 3,613.73
(0000). Principal balance at date of death
$7,227.28;accrued interest$0.18.
2 A 01/09/2012 Members 1st-checking account no.445768 88,560.48 50.000% 44,280.24
(0011). Principal balance at date of death
$88,559.40;accrued interest$1.08
TOTAL(Also enter on Line 6, Recapitulation) 47,893.97
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
rA
Vie
MEMBERS 1St
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 445768-00
Date Account Established 01/09/2012
Principal Balance at Date of Death $7,227.28
Accrued Interest to Date of Death $0.18
Total Principal and Accrued Interest $7,227.46
Name of Joint Owner Catherine L Leeds
Date Joint Added 01/09/2012
CHECKING ACCOUNT:
Account Number/Suffix 445768-11
Date Account Established 01/09/2012
Principal Balance at Date of Death $88,559.40
Accrued Interest to Date of Death $1.08
Total Principal and Accrued Interest $88,560.48
Name of Joint Owner Catherine L Leeds
Date Joint Added 01/09/2012
MEMBERS 1sT FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
April 15, 2015
Estate of: CATHERINE L BRADY
Date of Death: 01/10/2015
Social Security Number: 070-12-3520
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www.memberslst.org
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF
MISC. NON-PROBATE PROPERTY
RET
INHERITANCE TAXAXRETURRNN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Brady, Catherine L. 21-15-0377
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 DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSOF FERS ATTACH THEIR COPY OF THE RELATIONSHIP
ODECEDENT
REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 USAA-Annuity No.30644584. The Decedent's two(2) 99,883.23 99,883.23
children are the named beneficiaries of this account
TOTAL(Also enter on Line 7, Recapitulation) 99,883.23
(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)
9800 Fredericksburg Road
San
San Antonio,Texas 78288
USAA�
JAMES BOGAR March 6, 2015
1 WEST MAIN ST
SHIREMANSTOWN PA 17011
Reference: Single Premium Immediate Annuity
Annuitant: Catherine L. Brady
USAA Number: 30644584
Contract Number: 30644584TA
Dear Mr. Bogar:
As requested, we are providing the commuted value for the annuity contract referenced above
as of the date of Catherine L. Brady's death. As of January 10, 2015 the comuuted value was
$99,883.23.
If you have questions, please call me at 1-800-531-8722, ext. 73248. We value your business
and look forward to continuing to serve your financial needs.
Sincerely,
S.ax
Bernadette A Cardenas
Life Claims
USAA Life Insurance Company
32485 - 48712 - ImmPrint MKT.PSU.FFLI 129736.1107
REV-1511 EX+(08-13) SCHEDULE H
pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERRESIDENT
EDENAX TURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Brady, Catherine L. 21-15-0377
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 5,067.10
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s)Commission Paid
2. Attorney's Fees Bogar& Hipp Law Offices 3,225.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
Relationship of Claimant to Decedent
4. Probate Fees 145.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 2,315.00
See continuation schedule(s)attached
TOTAL(Also enter on line 9,Recapitulation) 10,752.60
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
Brady,Catherine L. 21-15-0377
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Brad Motta-minister honorarium 100.00
2 Brandon Cho-minister honorarium 100.00
3 Cesar Torres-church sexton honorarium 100.00
4 Cremation Society of PA-cremation 1,730.00
5 Cremation Society of PA-obituary 384.25
6 Hyatt Morristown-funeral luncheon 2,452.85
7 Kevin Graf-organist honorarium 200.00
H-A 5,067.10
Other Administrative Costs
8 Brockie Pharmatech-outstanding check at date of death 49.87
9 Cremation Society of PA-additional Death Certificates 60.00
10 Holy Spirit EMS-outstanding check at date of death 699.43
11 Mobilex-mobile x-ray bill 5.70
12 RESERVES: -Costs to conclude administration of estate,including headstone engraving, 1,500.00
and preparation and filing of final personal income tax returns and fiduciary income tax
returns
H-137 2,315.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Brady, Catherine L. 21-15-0377
NAME AND ADDRESS OF RELATIONSHIP TOSHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
0 of is see
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Catherine L. Leeds Daughter One-half of rest,
930 Shiremont Drive residue and
Mechanicsburg, PA 17050 remainder
Wayne W. Lorenz,Jr. Son One-half of rest,
2248 South Yosemite Circle residue and
Denver,CO 80231 remainder
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as appop,iate.
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)
LAST WILL AND TESTAMENT
OF
CATHERINE L. BRADY
I, CATHERINE L. BRADY, of Camp Hill, Cumberland County,
Pennsylvania, make, publish and declare this as and for my Last
Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me .
FIRST: I devise and bequeath all the rest, residue and
.remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, CATHERINE L. LEEDS and WAYNE W. LORENZ, JR. ,
provided that should either of my children predecease me, I give
and bequeath such child' s share unto her or his issue per stirpes
by representation, and if there be a failure of same, then I give
and bequeath such deceased child' s share to my surviving child as
provided herein.
SECOND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it .
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes .
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
THIRD: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
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FOURTH: I nominate and appoint my children, CATHERINE
L. LEEDS and WAYNE W. LORENZ, JR. , or the survivor as between the
two of them, Co-Executors of this, my Last Will and Testament . I
direct that my Co-Executors, and their successors, as the case
may be, shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this Jq44 day of
2012 .
!� (SEAL)
CATHERINE L. BRADY
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses .
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