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HomeMy WebLinkAbout08-21-15 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 4 0 7 0 2 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 7 0 9 2 0 1 4 0 7 0 6 1 9 5 1 Decedent's Last Name Suffix Decedent's First Name MI R e d d i n g J R R o b e r t L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N / A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW FX_J Original Return 2.Supplemental Return 3. Remainder Return(Date of Death Prior to 12-13-82) 4.Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required death after 12-12-82) ❑X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) 9. Litigation Proceeds Received 10.Spousal Poverty Credit(Date of Death ❑ 11.Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D a v i d R G e t z E s q u i r e 7 1 7 2 3 4 4 1 8 2 REGISTER OF WILLS USE ONLY � o First Line of Address C) r,'1 C3 [a cam_ C5 W i x W e n g e r & W e i d n e r _ Second Line of Address -' r'i fv M r n =� « Co P O B o x 8 4 5 c'. c City or Post Office State ZIP Code DACE FILER -- H a r r i s b u r g P A 1 7 1 0 8 0 8 4 5 - ( ;— rn cry 7 Correspondent's e-mail address: dgetzaWWWpaIBW.CORI 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 OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS See Attached SIGNATUF PREP�REE5j gTHEPLTTHHA.N REPRESENTATIVE /) DATE `)_ ADDRESS i�3/ Wix, Wenger & Weidner, PO Box 845 Harrisburg, PA 17108-0845 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 Estate of Robert L. Redding, Jr. SSN 181-42-9866 Estate No. 21-14-0702 Date of Death: 07/09/2014 Under penalties of perjury, we declare that we have examined this return, including accompanying schedules and statements, and to the best of our knowledge and belief, it is true, correct, and complete. I In 9 Amanda L. Wanner, Co-Administrator 111 Broad Street Marysville, PA 17053 CO-, qdttic.,n Ab gaWL. -Wr6hy' to-Administrator 439 Woodcrest Drive Mechanicsburg, PA 17050 Dated:- Auous+ 1 12015 1505610240 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Robert L . Redding, dr RECAPITULATION 1. Real Estate(Schedule A) . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . ... . . .. 1. 2 2 3 0 4 7 . 0 0 2. Stocks and Bonds(Schedule B) 2. 2 9 0 2 9 . 1 6 . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. . . . . . .. 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. 4 1 4 4 7 . 1 5 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . . .. 7. 3 5 6 7 5 2 . 9 3 8. Total Gross Assets(total Lines 1 through 7) .. . .. .. . . . . . .. . . . . .. . . . . . .. 8. 6 5 0 2 7 6 . 2 4 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . .. . . . . .. . . . .. 9• 2 0 8 4 8 . 0 0 10. Debts of Decedent, Mortgage Liabilities,and Liens Schedule I 10. 1 3 8 4 3 4 . 9 5 11. Total Deductions(total Lines 9 and 10) . . . . . . . .. . . . .. . . . . . . . . . . . . . . . .. 11. 1 5 9 2 8 2 . 9 5 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . .. . . . . . . . . .. . . .. 12. 4 9 0 9 9 3 . 2 9 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. 4 9 0 9 9 3 . 2 9 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.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.045 3 9 8 2 1 5 . 4 1 16. 1 7 9 1 9 . 6 9 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 9 2 7 7 7 . 8 8 18. 1 3 9 1 6 . 6 8 19. TAX DUE . .. . . . .. . . . . .. . . . . . . ... . . . . . . . . . .. . . . . . .. . . . . . . . .. . . . . 19. 3 1 8 3 6 . 3 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 J ' nsv-1500sx(FI) pau o File Number Decedent's Complete Address: 21 14 0702 ,,DECEDENT'S NAME Robert L. Redding, Jr STREET ADDRESS 439 Woodcrest Drive CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 31,836.37 l Credits/Payments A.Prior Payments 2 8,916.68 B.Discount Total Cedi�(A+8) (2) 28,916.68 3� |n�ma �v 4. KLine 2isgreater than Line 1 +Line 3,enter the difference.This isthe OVERPAYMENT. Fill inoval mnPage 2,Line 20 torequest urefund. (4) 0.00 5. KLine 1+Line 3isgreater than Line 2,enter the difference.This iethe TAX DUE. (5) 2,919.69 Make check payable to: REGISTER OF WILLS,S. AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make atransfer and: Yes No o. retain the use orincome cfthe property transferred .... ...... ...... ........................................ .......... U. retain the right todesignate who shall use the property transferred orits income ............................... 171 nX u retain ureversionary interest ........................ .... —......................... ............ .................. —..... U. receive the promise for life ofeither payments,benefits urcare? ....................................................... LJ UQ 2 Kdeath occurred after December 12,1982,did decedent transfer property within one year o/death 171 nX without receiving adequate consideration? ......................... ........ .................................................... 3. Did decedent own an"in trust for"mpayab|e-upm-deothbank account mrsecurity athis nrher death? ...... 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains abeneficiary designation?........................................... ......................—.................. .......... n 171 |PTHE ANSWER TOANY QFTHE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, For dates ofdeath unorafter 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 ia3percent[72P.S.§9118(u)(1j)(i)]. For dates ofdeath onorafter Jan. 1. 1995,the tax rate imposed on the net value of transfers to or for the use of the survi vingspouse iuO percent [72P.S.§8116bA(1.1) a surviving spouse from tax,and the statutory requirements for disclosure o[assets and filing a tax return are oUU applicable oven if the surviving spouse is the only beneficiary. For dates ofdeath nnorafter July 1'2O0O: • The tax rate imposed onthe net value nftransfers from odeceased child 2i years ofage nryounger atdeath hnorfor the use oymnatural parent,an adoptive parent orastepparent ufthe child|aOpercent[72P.S.§8118(a)(1.2)]. • ThobaxmteimpooedunthanetwalueofhansfenahoorhortheuoeOfUlodonedonYn|inea|bono5ciohoois4.5percent,exo*p aonoted inF2P.8.US11O(a)(1)]. * The tax rate imposed o the net value of transfers to or for the use of the decedent's siblings is 12 percent §9116(a)(1.3)],Asibling iadefined, under Section 9102.as an individual who has otleast one parent incommon with the decedent,whether byblood oradoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert L. Redding Jr 21 14 0702 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. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. House and lot situate at 439 Woodcrest Drive, Mechanicsburg, Hampden Township, 223,047.00 Cumberland County, Pennsylvania, being Tax Parcel No. 10-18-1319-043 ($225,000 tax assessed value x .99 CLR) TOTAL(Also enter on Line 1,Recapitulation.) $ 223 047.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert L. Redding, Jr 21 14 0702 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Vanguard Individual Account 26,036.78 (Valuation and Summary Report attached) 2. 53 shares MetLife, Inc. (CUSIP 59156R108) @ $56.46/share 2,992.38 I TOTAL(Also enter on Line 2,Recapitulation) $ 29,029.1 6 If more space is needed,insert additional sheets of the same size REV-1508EX+(08-12) pennsylvania SCHEDULEE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN CASH, BANK DEPOSITS & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Robert L. Redding, Jr 21 14 0702 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship,must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I Belco Community Credit Union Regular Savings 151.51 DOD Balance: $151.37;Accrued Int.: $.14 2� Belco Community Credit Union Checking 34,944.78 DOD Balance: $34,917.79; Accrued Int.: $26.99 3. Santander Bank Checking Account XXXX7739 3,850.86 DOD Balance: $3,850.85; Accrued Int.: $.01 4. Refund - Bobby Rahal Toyota (truck deposit) 500.00 (Check copy attached) 5. 2014 Personal Income Tax Refund (estimate) 2,000.00 TOTAL(Also enter on Line 5,Recapitulation) $ 41,447.15 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert L. Redding Jr 21 14 0702 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. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OFTHE TRANSFEREE,THEIR RELATIONSHIPTO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAF'PUCAKE) VALUE 1. Central Pennsylvania Teamsters Pension Fund 262.00 100.00 262.00 Defined Benefit Plan Bene: Brenda Redding 2. Central Pennsylvania Teamsters Pension Fund 43,289.09 100.00 43,289.09 Reitrement Income Plan 1987 Bene: Brenda Redding 3. Vanguard Variable Annuity Contract 100141379 56,665.69 100.00 56,665.69 Benes: Brenda Redding (50%)and Kya Wanner(50%) 4. Morgan Stanley IRA 235,642.20 100.00 235,642.20 Benes: Amanda Wanner(50%) and Abigail Murphy(50%) 5. Vanguard Roth IRA 20,893.95 100.00 20,893.95 Bene: Marcia Fisher TOTAL (Also enter on Line 7,Recapitulation) $ 356,752.93 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert L. Redding, Jr 21 14 0702 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home& Cremation Services, Inc., New Cumberland, PA 4,912.38 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid: 2. Attorney Fees: Wix, Wenger&Weidner(estimated) 15,500.00 3, Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: Cumberland County Register of Wills 6 Accountant Fees: 6. Tax Return Preparer Fees: 7. Cumberland Law Journal (advertising) 75.00 8. Sentinel (advertising) 264.88 9. Wix, Wenger&Weidner(out of pocket costs, including postage, copies, etc.) 55.74 10. Register of Wills-additional short certificates 20.00 11. Santander Bank- Fee for date of death valuation report 20.00 TOTAL(Also enter on Line 9,Recapitulation) $ 20 848.00 If more space is needed,use additional sheets of paper of the same size. IkEV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert L. Redding, Jr 21 14 0702 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Everhome Mortgage (mortgage) 136,669.08 2. Bank of America Visa 1,765.87 TOTAL(Also enter on Line 10,Recapitulation) $ 138,434.95 If more space is needed, insert additional sheets of the same size. F;EV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert L. Redding, Jr 21 14 0702 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Amanda L. (Redding) Wanner Lineal 184,941.28 111 Broad Street Marysville, PA 17053 2. Abigail L. (Redding) Murphy Lineal 184,941.28 439 Woodcrest Drive Mechanicsburg, PA 17050 3. Brenda L. Redding Collateral 71,883.93 4741 Highway 51 North, Apt. 13-208 Southaven, MI 38671 4. Kya Wanner Lineal 28,332.85 111 Broad Street Marysville, PA 17053 5. Marcia Fisher Collateral 20,893.95 c/o David C. Miller, Jr., Esquire 1100 Spring Garden Dr., Suite A, Middletown, PA 17057 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1, B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT COPY OF ROBERT L. REDDING, JR. I, ROBERT L. REDDING, JR., of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby 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 direct the payment of my just debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SAIDIS SECOND 3HUFF, FLOWER & LINDSAY I give, devise and bequeath all the rest, residue and remainder of my estate to AT70RNEYS•AT•LAW 2109 Market Street Camp Hill,PA my beloved wife, BRENDA L. REDDING, absolutely and in fee simple if she survives me by thirty (30) days. I THIRD In the event that my wife, BRENDA L. REDDING, fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares unto my children, per stirpes; provided, that if any of my children have not attained the age of thirty (30) years, then I give, devise and bequeath my entire estate together with any other property which may be added, unto my Co-Trustees, hereinafter named, IN TRUST, NEVERTHELESS, upon the following terms and conditions: (A) To hold, manage, invest and reinvest the principal so received, and accumulation of income thereon, and to use, pay and apply the income and principal or so much thereof as in my Co-Trustees' sole discretion may be necessary for the maintenance, support, medical expenses and education of my children. (B) The payments authorized by this trust may be made by my Co, Trustees' directly to said children, or such of them as may be, in the sole opinion of Co-Trustees, of such age and ability to handle properly the funds so paid, or may be made directly to the person having custody and care of any of said children, or may be made directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of said children. SAIDIS SNUFF, FLOWER (C) The amount to be paid for the benefit of any of my children shall & LINDSAY ATTORNEYS-AT-LAW be determined from time to time by the need of each child, and the amounts 2109 Market Street Camp Hilt,PA and times of said payments shall be determined by such need, provided that payments be made at least monthly. 2 (D) All payments of principal and income hereby given shall be free from anticipation, assignment, pledge or obligations of beneficiaries, and shall not be subject to any execution or attachment. (E) The Co-Trustees shall set apart for each child one share of the principal and undistributed income of the Trust. The share shall be determined by dividing the principal of the Trust by the number of beneficiaries of the Trust who are living, or have left living issue. (F) Each separately apportioned share shall be held by the Co- Trustees as a separate trust for the benefit of the child for whom it was established, and shall be administered and distributed as follows: (a) The Co-Trustees shall pay said child all of the net income of the child's separate trust, in convenient, at least annual, installments. (b) The Co-Trustees shall also distribute so much of the principal as the Co-Trustees, in their discretion, deem necessary and desirable for the maintenance, support, medical expenses and education of the child. (c) The Co-Trustees shall distribute to the child one-third (1/3) of the principal of the child's separate trust upon the child's attaining the age of twenty-one (21) years. (d) At the time the child attains the age .of twenty-five (25) SAIDIS iHUFF, FLOWER years, she shall receive one-half (1/2) of the remaining principal of her & LINDSAY ATTORNEYS-AT-LAW separate trust. When the child attains the age of thirty (30) years, she 2109 Market Street Camp Hill,PA shall receive the balance of the principal. (G) If any child dies before a separate trust has been established for her, that portion of the principal which would have been set apart for her shall 3 continue in trust for the benefit of her then living issue, per stirpes, shall be administered in a manner consistent with the terms of the other trust shares created hereunder, and shall be distributed to such issue in equal shares when the youngest thereof attains the age of 21 years. (H) If any child dies without issue, the principal of her separate trust shall be added to the remaining trust(s) which have been established under this Item, an equal share to be allocated for each living child or deceased child with living issue. Each share allocated to a child or issue of a deceased child for whom a separate trust has been set apart shall be added to that trust. If any trust has been terminated, the share which would have been added to that trust shall be distributed as if it had been a part of that trust. FOURTH I hereby appoint my daughter, AMANDA L. REDDING, and my father, ROBERT L. REDDING, as Co-Trustees of any trust created under this Will. FIFTH In addition to the powers conferred by law, I authorize any personal representative, trustee or guardian acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; SAIDIS 3HUFF, FLOWER (b) To exercise any options to subscribe for stocks, bonds, or other & LINDSAY ATTORNEYS-AT-LAW 2109 Market Street investments; Camp Hill,PA (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; 4 (d) To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as they, in their sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as they, in their sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as they, in their discretion may deem wise. SIXTH Should my wife, BRENDA L. REDDING, predecease me, I appoint my elder daughter, AMANDA L. REDDING, and my father, ROBERT L. REDDING, Guardians of my daughter, ABIGAIL L. REDDING, until her majority. SEVENTH I do hereby nominate, constitute and appoint my wife, BRENDA L. REDDING, to act as Executrix of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Alternate Co-Executors be performed by my daughter, AMANDA L. REDDING, and my father, ROBERT L. SAIDIS SNUFF, FLOWER REDDING. & LINDSAY ATTORNEYS-AT-LAW EIGHTH 2109 Market Street Camp Hill,PA, I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of his or her duties in any jurisdiction. 5 IN WITNESS WHEREOF, I, ROBERT L. REDDING, JR., have hereunto set my hand and seal to this my Last Will and Testament, consisting of six (6) typewritten pages, the first five (5) of which bear my initials in the margin for identification, this day of � �4t `� , 2002. Aty ROBERT L. REDDIN , , Testator Signed, sealed, published and declared by the above-named Testator, ROBERT L. REDDING, JR., as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. ADDRESS .9- b — Witness -- ADDRESS Wi ess Oamp 1jill TK 1-7b( l SAIDIS MUFF, FLOWER & LINDSAY ATTORNEYS-AT-LAW 2109 Market Street Camp Hill,PA 6 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND WE, ROBERT L. REDDING, JR., P-10wed' and 0 5 v,,.i+-1A the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ROBERT L. REDDIN ;'JR., Testator Wi ess 7 fv Tore Subscribed, sworn to and acknowledged bme by ROBERT L. REDDING, JR., the Testator, and subscribed to and sworn or affirmed to efQre me by '"l�bA'a s E••Flower and �(� l �� witnesses, this (��`� day of 2002. S - Nota Public SAIDIS SHUFF, FLOWER & LINDSAY ATTORNEYS-AT-LAW 2109 Market Street — — Camp Hill,PA No . SEAL N S. NOEL,icy PWk Cap HIH Born, Cur bs&nd Ci�unty [MYTRE cormm scion E)ires oec.a,20()3 7 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA BRENDA L. REDDING V. ROBERT L. REDDING, JR. NO. 08-2276 DIVORCE DECREE 10:05-a.m. AND NOW, August 4 2009 it is ordered and decreed that BRENDA L. REDDING ' plaintiff, and ROBERT L. REDDING, JR. defendant, are divorced from the bonds of matrimony. Any existing spousal.support order shall hereafter be deemed an order for alimony pendente lite if any economic claims remain pending. The court retains jurisdiction of any claims raised by the parties to,this action for which a final order has not yet been entered. Those claims are as follows: (If no claims remain indicate "None.") None.All matters have been resolved between the parties pursuant to the Marital Settlement Agreement dated June 22, 2009 and incorporated, but not merged, into the Decree. By the Court, /s/ Edward E'. Guido Attest: J. 'Ilk Prothonotary Certified Copy Issued: August 11,2009 Date Vanguard® P.O. Box 2600 OQ,tQber.Q, 2014 Valley Forge, PA 19482-2600 wwwmanguard,corn DAVID R GETZ WIX WANGER & WEIDNER PO BOX 845 HARRISBURG PA 17018-0845 Re: Estate of Robert L. Redding Jr. Dear Mr. Getz: We are responding to the letter we received requesting a valuation of Robert L. Redding Jr.'s Vanguard accounts as of July 9, 2014. The information requested is included on the enclosed account value reports. Per your request the beneficiaries we have on file are included in the table below. Robert J. Redding Jr. — Roth IRA Beneficiary Percentage Marsha Fisher 100% If you have any questions about a transfer or a transition of assets, please call us at 888-237-9045. Specialists are available on business days from 8 a.m. to 8 p.m., Eastern time. Sincerely, Transition Team Vanguard atb Enclosure(s): Robert L. Redding Jr. Account Value Report Robert L. Redding Jr. Roth IRA Value Report 52779256 Page > 1 of 1 Vain md' Robert L Redding Jr 439 Woodcrest Dr Voyager Services:800-284-7245 Mechanicsburg,PA 17050-6809 Total report value: $20,893.95 (Total report value includes any accrued dividends.) Roe ing o .co u ar: `S '€H;zr_' ' �* �., ..' ' - - ry:"� ', 'igol-.— i .v rk� r , rr3 �`:..•Me�3.r�"F«.�-�E"'�-3i nn ry N ;s� nr�z~Rn.t'*: 7 r 13' Y d+" ?> 5 h x , a kn`37f t y `-- .�art fi Ni t li- �:K;� .Name ;;c � Fund&Account [3ate k� V 4 Pnce Per fi Accrued �.. «.tKJ -aH q�'r� k 1kn'- NCribefl�r ,ut'��r'O ened'g Sllafe.5rt:.*4 r.` 1NrShare$w ".!^'!' -QtVId2�IdS. �'h' r r 7zt fa �, ( N€ + �p bpi t°YdiUe a � �51?!�.,,.�.r!�_,6.1,>,i,.,i :.�A,.„..`-.s...:,�.'urr��,ll.(xW^,ts'�.,,Y s,_N ia.:.li4:n ui�'s.v,� Total Stock Mkt idx Adm 0585-09964658900 11/03/2010 420.486 $49.69 $20,893.95 - >' 1 f T iI '- _n,.i k�'! zP zr. 7 d z'��ou-i ry Ya S� y!9i Pr+r'd .rt r.1 .+1 ?'� 'GN Is`r F.di^� i. E.: +42t.'4!'r.,., yli r .,�! a ;, r � ,r Totals st € i{��� r,$2Q;89395 r ,u sQ.QO l�tirp��,..i�..' � L'1, "ir6 s {i l+r r• ,7.�sr,�yl rkr�x_li lh Pel f„-'1 yw�rlL^�' a r� ;( : I�..t? �.i, *Doesn't include accrued dividends. 164768466610/06/2014 11:56:16 Page> 1 of 1 Vanguard Robert L.Redding Jr. 439 Woodcrest Dr Voyager Services:800-284-7245 Mechanicsburg,PA 17050-6809 Total report value: $26,036.78 (Total report value includes any accrued dividends.) n g �f; `J� .T ✓ ,: c I rta �M� ,i .� rFst am r �,� ;Sdt t �y� ;; a'.rn,s+n ttR s , a 1 ,��r�-A* &:Account F` , +r`2�HYs�i+r a,Fr '�{.'P{ .." -KPt+e�,1.7..x'� ri '. �, �CCfUeO �F7 •' ,w F a r.tDate.} v, d :,.,PncePer ;! �� , ,z� ,, 'l ell ,, "r -fid ti 7 s i<< { fir, � f },4 �a�,m ,;+K r „t 1�cM ��.., + i Ii";. ��, 3r ;fit F ti ;i� r _Nu bet. LL' a0 ened �44_:Shares� Sharer., P�m. �. m �- u: n F r �a` al0eIk a?Dlwdends fW4;ft:d Wu'i.,.tF:,:#:d Ekd'g a a erg i N ?.,tea?�W 3`rT+sem :n::J�i4 Federal Money Mkt Fund 0033-88015075343 08/25/2006 5,052.230 $1.00 $5,052.23 $0.01 ?'moi rr 1 r 9Pcc91ce'o'�rsa�rn�''+-E.ic+ti!;, F A ,i'G g e . �`,,�+�'�,^•.�:r� Inflation Pro$ect Sec lnv�w+`. �� +` 0119=8801507533f 09I24Z 0�„0�; ¢ a i s ',�.0?000 F $ 3;61 cw� kYi $O OO Ei• Pe st,� ,.rxA,r, :,�, i,.,ue ��, a:nra�in�s,e., AIJ, Total Bond Mkt Index Adm 0584-88015075343 11/03/2010 997.995 $10.80 $10,778.35 $6.80 ' '�T�Sx" is�,�,U+�'c ' m'a '.`'�4ra.r Y.�rT�,+ P----mm tG=.:.ism-,'ss--.—'r•[rc... .; a-, r+ ter^ -'au. .+,..�^r sv'^•, ,^.:s-a S "�'[9°r. eA".,,,'ar �n px, ,�s,^is ev .,rm, Ir7^�Inve's'ment-Grade�lnv, r2 {rti X007^1 880150753.43 X40/27/2009 ��N 1t027�87 $9'927,:'t°r �rus$10f191F62; + � r$777a q n« o1nm. .r,:vc;rc�`•r�er>.�.:,,x:�j;,r�".,., �-,. „��rw�i�,rCt}r. a..,,�gvtwy: _�:�r�r :,? .�. Totals $26,022.20 $14.58 Doesn't include accrued dividends. 1300917166 10/06/201411:56:01 Vanguard® August 18, 2014 PO.Box 1105 Valley Forge,PA 19482-1105 www.vanguard.com ESTATE OF ROBERT L REDDING JR 439 WOODCREST DR MECHANICSBURG, PA 17050-6809 Dear Executors: Thank you for your continued interest in the Vanguard Variable Annuity. Below is the date-of-death value you requested for contract 100141379. Contract 100141379 is a non-qualified variable deferred annuity. Date-of-death value: $56,665.69 as of July 9, 2014 Accumulated cash value: $56,284.84 as of August 14, 2014 Owner: Robert L. Redding, Jr. Annuitant: Robert L. Redding, Jr. Beneficiaries: 50% to Brenda Redding 50% to Kya Wanner If you have any questions, please call Vanguard Annuity and Insurance Services at 800-462-2391 on business days from 8 a.m. to 8 p.m., Eastern time. For complete information about any of our investment services, please visit our website at www.vanquard.com to access and download information. You may also want to become a registered user of vanguard.com to manage your accounts, 24 hours a day. Sincerely, v W a W Daniel V. Wesolowski Registered Representative cc: - WIX, WENGER &WEIDNER 30314899 ESTATE TAX SECURITIES VALUATION PAGE NO. 1 ACCOUNT: T7EYEY Name of Estate: NO NAME DATE OF DEATH: Wednesday, July 9 2014 ITEM CUSIP NO. SHARES/ DESCRIPTION PRICE HIGH/ASK LOW/BID MEAN SECURITY ACCRUED COMMENTS TICKER PAR VALUE DATE PRICE PRICE PRICE VALUE DIV/INT ---- --------- ---------------- ------------------------------ ----- ---------- ---------- ---------- ------------- ------------ ---------- 1) 591568108 53 METLIFE INC 07/09 56.7600 56.1600 56.46000 2,992.38 NYSE COM ---------------- ------------ Grand Totals 2,992.38 Total Principal plus Accrued interest and dividends 2,992.38 This report was prepared using APPRAISE Ver. 7.7.0 software, an EVALUATION SERVICES, INC. product. Phone 201 784 8500. Visit our web site at WWW.APPRAISENJ.COM. Please compare the data on this document carefully with your source document to verify its accuracy. This report is for information purposes only. The information is based upon sources we believe to be reliable, but have not been independently verified by us. The information is not intended to be, and should not be, relied upon as complete. All expressions of opinions are subject to change without notice. Totals may not add due to rounding. l BELC 0 COMMUNITY CREDIT UNION Decedent Account Information(On Date of Death) Belco Community Credit Union 1. Name(s)in which the account was held:FRobert L. Redding 2. Account Number: 1004116 3. Total Account Balance as of Date of Death: 1 $35,039.16 Balance Accrued Dividends Date Opened Regular Savings $151.37 $0.14(01/01/14-07/09/14) 08/03/2012 Holiday Club $ Whatever Club $ Money Market S60 $ Checking $34,917.79 $26.99 (01/01/14-07/09/14) 08/03/2012 Money Market S61 $ Certificates: Certificate Number Balance Accrued Dividends Date Opened 4. Name(s)in which Safe Deposit Box was held: 5. Date the box was initially rented: 6. Branch address at which the box is located: isenhower Blvd,Harrisburg,PA 17111 C-o 449 E 1.800.642.4482 BELCO COMMUNITY CREDIT UNION 7. Loan Information: Balance Interest Rate Signature Loan $ Visa $ Auto Loan $ Auto Loan $ BELOC $ Mortgage Loan $ Misc.Loan $ 8. Miscellaneous: i Santander ESTATE OF: ROBERT L REDDING SOCIAL SECURITY M 181-42-9866 DATE OF DEATH:07/09/2014 Account#:0921727739 Type: CHECKING (INTERESTOpen date: 11/02/2004 BEARING) In the name of: ROBERT L REDDING JR Date of death balance:$3,850.85 Int.(YTD)from:01/01/2014 To:06/24/2014 $0.27 Accrued interest to date of death:$0.01 Other info: Page 2/2 Bobby TOYOTA 60-295 CHECK# 100870 MECHANICSBUR G,PA.17050 313 6711 Carlisle Pike R a a! 717-691-0500 100870 PAY*FIVE HUNDRED DOLLARS AND 00/100** DATE AMOUNT TOTHE 07110114 $500.00 ORDER WOODCRES 489 ROBERT LEE REDDDRING JR BOBBY RAHAL TOYOTA T OF MECHANIC.SBURG PA 17050-6809 M MAWBank auffaG,W 1424&ZAf AUTHORrMds*§�� 1184008 ?00 1:0313029SSi: 3 3 3913 7 39iis NAME NUMBER DATE ROBERT LEE REDDING JR 176772 07/10114 RETURN TRUCK DEPOSIT TO CUSTOMER DATE CTRL# ACCT# AMOUNT DESC 07/10/14 176772 T210 500.00 REFUND TRUCK DEPOSIT REMITTANCE ADVICE BOBBY RAHAL TOYOTA CHECK NO. NET DETACH AND RETAIN 6711 Carlisle Pike 100870 AMOUNT $500.00 Mechanicsburg,Pa.17050 Central Pennsylvania Teamsters Pension Fund JOSEPH J. SAMOLEWICZ,Administrator �(y��[Vj MARTIN L.CULLEN,Assistant Administrator Board of Thid es: ° e 1055 Spring Street,Wyomissing,PA 19610 WILLIAM M VENTURA,PELL,S=et y a d T and n" Pa Mailing Address: P.O.Box 15223 TOM J. [TRIZ ,Secretary and Tmatee ' ,,,� � a PA 19612 5223 ERIC W.BUCfD3TT,Tirastee �° Qo, ��� 1.CHRISTOPHERMICHAEL,Tmstee ' www.CmtWPATeamstus.com HxExr1ETHOWARDA.ROSSS ERTmstee Phone.610-320-5505 DANIEL W.SCHMIDT,Tmstee °'�, � TOLL FREE IN M 1-800-343-0136 CHARLES SHAFM Tmstee � TOLL FREE IN USA:1-800-331-0420 TE"STRAUSE,Tmstec o FAX:610-320-9239 %ErrH A.YOUST,Tmatee August 22, 2014 Ms. Denise B. Williamson,Paralegal Wix,Wenger&Weidner Attorneys At Law 508 North Second Street Harrisburg, PA 17101 RE: Robert L. Redding,deceased SSN XXX-XX-9866 Dear Ms. Williamson: We wish to acknowledge receipt of your letter dated August 13, 2014 along with the signed release and Short Certificate for the above-named member. Please be advised that the final payment payable from the Defined Benefit Plan of$262.00 will be issued to Mr. Redding's named beneficiary,Brenda L. Redding,representing the benefit for the month in which he died. The balance in the Retirement Income Plan 1987 will also be issued to Brenda L.Redding, as the named beneficiary. The balance in the Retirement Income Plan 1987,at the last valuation date of July 31,2014, was $43,289.09. This balance does not include any net gains or losses received after that date. Since the Plan is only valued on a monthly basis, we are unable to provide you with a balance on the exact date you are requesting. If we can be of any further service to you, please do not hesitate to contact us at the address or telephone number listed above. Very truly yours, CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND Michelle Houck Pension Benefits Manager MLH/aj b Morgan Stanley MSSB SEP IRA C/F Unrealized Gain/Loss - Detail ROBERT L REDDING U/P/O GEORGE IRWIN As of 09/18/2014 439 WOODCREST DRIVE Prepared by John Fabian MECHANICSBURG PA 17050-6809 Ph. +1 717 730-1842 Acct. 341-907661-010 Description Symbol/CUSIP Quantity Purchase Unit Cost Cost Basis Price Market Value Gain/Loss %GA SHRAX 158.340 07/09/14 $203.64 $32,244.36 $208.47 $33,009.14 $764.78 LT 2.37% SHRAX 173.206 07/09/14 203.64 35,271.67 208.47 36,108.25 836.58 LT 2.37 Totals 371.534 $203.64 $75,659-19 $208.47 $77,453.69 $1,794.50 2,37% JTotals .$234,476.72 $235,642.20 $1,Y65.48 s o New Treasury regulations require that we report your adjusted cost basis and classify the gain or loss as either long-term or short-term on the sale of covered securities acquired on or after January 1, 2011. These regulations also require that we make basis adjustments due to wash sales, certain corporate actions and transfers by gift or inheritance,which will be reflected on your For-in 1099-8.This section may not reflect all of the basis adjustments we are required to make for tax reporting purposes.The information in this section is provided for informational purposes only and should not be used in the preparation of your income tax returns. The above summary/prices/quotes/statistics have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed. The information contained in client monthly account statements and confirmations reflects all transactions, and as such supersedes all other reports for financial and tax purposes. This report does not supersede or replace your monthly Client Statement. If we do not hold the securities in a Morgan Stanley Wealth Management account, the report reflects securities which we believe you own,based upon your communications with our Financial Advisor. Oc 2014 Morgan Stanley Smith Barney LLC, Member SIPC. Page 2 of 2 Morgan Stanley MSSB SEP IRA C/F Unrealized Gain/Loss - Detail ROBERT L REDDING U/P/O GEORGE IRWIN As of 09/18/2014 439 WOODCREST DRIVE MECHANICSBURG PA 17050-6809 Prepared by John Fabian Ph. +1 717 730-1842 Acct. 341-907661-010 Description Symbol/CUSIP Quantity Purchase Unit Cost Cost Basis Price Market Value Gain/Loss % G/L AMERICAN AMCAP A AMCPX 122.972 07/09/14 $28.94 $3,558.82 $29.31 $3,604.31 $45.49 LT 1.28% AMCPX 330.761 07/09/14 28.94 9,572.22 29.31 9,694.60 122.38 LT 1.28 Totals 453.733 $28.94 $13,131.04 $29.31 $13,298.91 $167.87 1.28% BLACKROCK FLEXIBLE EQUITY A BMCAX 1,060.538 07/09/14 15.30 16,226.23 14.46 15,335.38 (890:85) LT (5.49) BMCAX 9.769 07/17/14 15.05 147.02 14.46 141.26 (5.76) ST (3.92) Totals 1,070.307 $15.30 $16,373.25 $14.46 $15,476.64 $(896.61) (5.48)% AMERICAN CAP WRLD GR&INC A CWGIX 296.576 07/09/14 47.52 14,093.29 47.69 14,143.71 50.42 LT 0.36 CWGIX 531.410 07/09/14 47.52 25,252.60 47.69 25,342.94 90.34 LT 0.36 Totals 827.986 $47.52 $39,345.89 $47.69 $39,486.65 $140.76 0.36% E V LARGE CAP VALUE A EHSTX 206.102 07/09/14 25.73 5,303.03 26.17 5,393.69 90.66 LT 1.71 EHSTX 1,043.666 07/09/14 25.73 26,853.53 26.17 27,312.74 459.21 LT 1.71 EHSTX 3.859 09/09/14 25.91 99.98 26.17 100.99 1.01 ST 1.01 Totals 1,253.627 $25.73 $32,256.54 $26.17 $32,807.42 $550.88 1.71% LORD ABBETT MID CAP STOCK A LAVLX 198.648 07/09/14 25.09 4,984.09 25.26 5,017.85 33.76 LT 0.68 LAVLX 286.703 07/09/14 25.09 7,193.38 25.26 7,242.12 48.74 LT 0.68 Totals 485.351 $25.09 $12,177.47 $25.26 $12,259.97 $82.50 0.68% SENTINEL SMALL COMPANY A SAGWX 37.647 07/09/14 7.19 270.68 7.05 265.41 (5.27) LT (1.95) SAGWX 1,307.190 07/09/14 7.19 9,398.70 7.05 9,215.69 (183.01) LT (1.95) SAGWX 2,057.748 07/09/14 7.19 14,795.20 7.05 14,507.12 (288.08) LT (1.95) SAGWX 1.983 08/21/14 7.02 13.92 7.05 13.98 0.06 ST 0.43 Totals 3,404.568 $7.19 $24,478.50 $7.05 $24,002.20 $(476.30) (1.95)% CLEARBRIDGE MID CAP CORE A SBMAX 285.969 07/09/14 30.82 8,813.57 30.53 8,730.63 (82.94) LT (0.94) SBMAX 397.186 07/09/14 30.82 12,241.27 30.53 12,126.09 (115.18) LT (0.94) Totals 683.155 $30.82 $21,054.84 $30.53 $20,856.72 $(198.12) (0.94)% CLEARBRIDGE AGGRESSIVE GWTH A SHRAX 6.173 07/09/14 203.64 1,257.07 208.47 1,286.89 29.82 LT 2.37 SHRAX 11.893 07/09/14 203.64 2,421.89 208.47 2,479.33 57.44 LT 2.37 SHRAX 21.922 07/09/14 203.64 4,464.20 208.47 4,570.08 105.88 LT 2.37 Third-party and Morgan Stanley Wealth Management research on certain companies is available to clients of the Firm at no cost. Clients can access this research at www.morganstanleyclientserv.com or contact their Financial Advisor to request a copy of this research be sent to them. Page 1 of 2 J / A Family Tradition of Caring PARTHEMORE Fune & Cremation Services, Inc. Mrs.Kristal A.Bl . .*j*Va 3605 Cloverfield Rd. + 'L 7/14/2014 Harrisburg,PA 17109} For The Services of Robert L.Redding,Jr 1303 Bridge Street P.O.Box 431 New Cumberland,PA 17070 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. The following PH:(717)774-7721 is an itemized statement of the services,facilities,automotive equipment and merchandise that you selected FX:(717) 774-5546 when making the funeral arrangements. www.parthemore.com Terms Due Date Account# Net 30 8/113/2014 6906.3 .Description Amount 0.00 Direct Cremation 2,645.00 Gilbert W.Parthemore Visitation/Viewing 470.00 Founder Memorial Service 630.00 Peaceful Retreat Stationery Set 165.00 Gilbert J.Parthemore Total Services and Merchandise 3,910.00 Supervisor 0.00 Death Notice,Harrisburg Patriot 356.93 Stephen K.Parthemore 30 Certified Copies of Death Certificate 180.00 President,CFSP Clergy Honorarium 200.00 Cumberland County Coroner Fee,Cremation Authorization 30.00 Bruce R.Parthemore Altar Flowers 281.85 Pre-Need Coordinator,CPC 3 Roses in Vase with Baby Breath Flowers 21.20 Single Rose in Vase Flowers 10.60 Total Cash Advances 1,080.58 Immediate Pay Discount-Thank you! -78.20 Professional Memberships: NATIONAL FUNERAL DIRECTORS ASSOCIATION Pennsylvania Funeral IND Directors Association Order of the Golden Rule Total $4,912.38 Payments/Credits -$4,912.38 1138 Balance Due $0.00 1 .,