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Home My WebLink About08-28-15 � �pennsyEvanta 7�50 56141�5 GPUT4bT6N�EN+F EX(03-14){F]) REV-15Q 0 �FFICIAL USE dNLY Bureau of Individual Taxes ��Y� Y�� Fde Numbe� Po sox 28odoi INHERITANCE TAX RETURN c� ` Harrisburg,PA 17128-o6oi RESIDENT DECEDENT Z� / ! � Il�� ENTER DECEDENT INFORMATION BELOW Soda!S8curlty Number Date of Death MMODYYYY Data of Birlh ��n'1"� �193- 11302414 -- ---J --- 10019943 __ _�_� Decedent's Last Name Suffix Decadent's First Name _ ___ M1 David T ` �] L_____._� Garry_____ -----_� CL-� (If Appltcabla)Enter SurvNing Spouse's Informatlon 8etoyr Spouse's Last Name Su�x Spouse's First Name �E _ _..� - f__-A _____ _. _._ --_- —-- -----� -- �� -�---_ 7HIS RETURN MUST BE F1LED IN DUPLICATE WiTH TNE REGISTER QF WILLS F1LL IN APPROPRIATE OVALS BEI.OW �y 1.Originsi Retum p 2.Suppfemenial Retum p 3. Remainder Return(date of death prior to 12-i3-82) p 4.Agdcu�ure ExempUon{date of p 5.Future tnterest Compromise(date of � 8. Federal Estate Tax Retum Requ(red death on w after 7-1-2012) death after 12-12-82) , (�j T.Decedent Died Testaia p 8.Oecedent Mefntained a Uvirsg Trust �. 9.Total Mumber of Sate Depos3t Boxes (Atlach copy of wiB.} {Atlach�py of hust.) p 10.Lltigallon Procesds t2eceived O 11.Non-Probate Transferee Retum O 12• DefeRaUEtectlon of Spousat Trusts {Schedule F and G Assets Qnly) p 13.Business Assets 0 14.Spaise is Sole SeneFlciary (No irust tnvolved) CORRESPONDENT-THIS SECTION MUST 8E CQMPLETEO,ALL CORRESPONOEHCE AND CONF�ENtIAI TAX iNfORMATION SHOU�D BE Du2ECTE0 T0: Name Daytime Telephone Number �.___---.._.__.__..--- - __._... _..___—.-� - - Ronaid �.Johnson, Esq (717)243-0323 __. _.______w....---------_ � ----------------- _.__..__._____.�._._.___ _..._.___.----_.� � __..__ _ ._---- Ftrst line ot Address �-------_,._...v._. 78 West Pomfret Street ---- - ------ __.-----...------ ---------.� Secor�d L)ne otAddress _--- ---......--- � � � � .., � � � , __.__. � r'1 .----- � City or Post qffice State ZIP Caie � c� . �'� c� ______ —__.______� __ __ ... ._ _ _ _...--� ----- - ---- - -�-� - _. � � c;> �Carliste _..._ . _ � PA � 17013 _.� _ _ '��_� N ` g "' � --- - .______.�___._--- __.__. ..__�...�M.._._... T re ohnson a.net '� ' ' � y � � CorrespondenYs email address: 1 @p �. � � !t OF VYR.IS U�NLY t .'� T REGl34'�S -,1 _ _.--� ; . __._ REGI3TER OF WILLS US8 ONLY ^ ,� F--•+ � {� �� q ,» t`71 :DA7'$FIL�Q MMDflYYW ;j , �_._ - fl `— � #= —m ��„y �,j O �. :__ .., 1 _, �:,:'s.. _,�_--:�,_.__�._—�:-�—�---� � DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Stde 1 � 1��AI��6 3��1��11��I�� 5[l5 61410 5 ,�,� � � � � � Z�o56��a5 REV-4500 EX(FI) DecedenPs Socfal Secudty Number oe�a��s�ame• Garry L David 193-36-7517 � � � RECAPITUTATlON ---- ----- ----_______... 4. Real Estate(Schedule A). ............................................ 4. ._,-T �.._..�-_,._.____.,_. 0.00 2. Stodcs and Bonds(Schedule B) ....................................... 2. �__._.___._�.._�- --0.00 3. Ctosely Netd Corporation,Partnership ur Sole-Prop�ieto�ship{Schedule C) ..... 3. �•QO 4. Morkgages and Notas RaceivaMe(Schedule D)........................... 4. ..__._�_��_._...__.w..�.__..r_...�.._, �,04 S. Cash,Bank Daposits and Misce�aneous Personal Property(Schedu(a E}....... 5. 1,875.85 8. Jo{ntiy Owned Proparty j5chedule F) O 5eparate Billing Requested ....... 6. 0.00 7. inter-Vivos 7ransfers 8�Miscellaneaus Non-Probate Propsrty � 0.00 (Schedule G) � Sepa►ate Billing Requesied........ 7. 8. Tatai(3ross Assets(totai L�es t through 7)............................. 8. � 1�875.85 9. Funeral Expenses and AdminlsUaGve Costs{Schadule H)................... 9. 2,994.74 i0. Debts of Decedent,Mortgaga Llabilides and Liens(Schedule i)............... 10. 253.17 19. Total Deductions(totat lines 9 and'f0)................................. 11. 3,?A7.91 12. Net Vaius of Estate(Lfne 8 mtnus Line 17).............................. 12. �_ .� 0.00 13. Charitable and Govemmentai Bequesis/Sec.9713 Trusts ku which 0.00 an elac6on to lax has not been made(Schedule J) ........................ 13. 1A. Net Value Sub)ect to Tax(Line 12 minus Line 13) ........................ 14. 0.00 7AX CALCULA710N-3EE 1NSTRUCTlONS POR APPLtCABI�RATES 15. Amount of line 14 taxat�te at the spousal tax rate,or ____�� ___..__ ..._.�__._--_ ..._�-__. _.. transfe�s under Sec.9118 -" ��? (a)(�-2)X.4_. � 75. _�...�..w.,.. _.�......�.___..�.....0.00 , _.. . _._.:..�...._ ...._�:_ 16. Amount o(Lina 14 taxable �'-�� t 16 0.00 at lineal rate X.0- f .__.:.. _._�_.,__._.____,..__..,.�...__._...._ 17. Amountof Line 14 taxabla �'��.��.u�µ�.-� O.Q� at sibttng rate X.12 t ��• _._._.._. .�_._,_._._....,...._� .......{ ...__..>-___�»._:.�.,s..._._�,_.n.�_a.._v 18. Amount of Line 14 taxable t p.pp at ooitateral rate X.15 __,__ ._._._.__t 18• � .......... .,_....._�_..____. 19. TAX DUE............................... ................ 18. ---- _._. _._..__.__ Q.00 20, FILI IN THE OVAL IF YOU ARE REQUESTiNO A REFUNU OF AN OV�RPAYMENT 0 Under penalbes of perjury,i dedare i have exartrt��d fhls retum,inciu�tg accompanyln9 sc►iedWes and statemenis,and to the bes!ot my knowladge and be�F. it b trc+e,correct and compiete.Deciaratbn of preparer otl�r than ihe person responsibts for filing the retum fs based on aN informalion ot which preperer has any knrnvlsdge. Sl 7URE OF PERSON �SPON318LE FOR flLiNG RETURN ATE aS h � � �Q l q a.� F2 P SON RE5PONSIBLE F FILINC� E R TURN � .� C R ` �� i�i��i��f�i�i��F�N��i��i� Sida 2 � � 15056]►4205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Garry L. David STREET ADDRESS 145 Amy Drive CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments 0.00 B.Discount 0.00 (See instructions.) Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TA:DUE. (5) 0.00 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 .......................................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ � c. retain a reversionary interest .............................................................................................................................. ❑ � 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?.............................................................................................................. ❑ � 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. 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 Jan. 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 chiltl 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 decedenYs 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 decedenYs siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined, under Section 9102,as an indivitlual who has at least one parent in common with the decedent,whether by blood or adoption. LAST WILL AND TESTAMENT � OF GARRY L. DAVID I,GARRY L. DAVID of Carlisle, 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: I direct that all my just debts and funeral expenses,including my grave marker,shall be paid from the assets of my estate as soon as practicable after my decease. I do desire to be cremated and my ashes given to Maria Elena Martiuez. If I have not made arrangements in advance for this,I direct that these arrangements sha11 be inade by my hereinafter named Executrix and should be paid for from the assets of my estate. SECOND: I give, devise and bequeath the residue of my estate, of every nature , and wherever situate as follows: A) 40%thereof to Jessica Marie Aman; � B) 40%thereof to Sydney Marie Hockenos; � C) 10%thereof to Monique LuAnn Hyde; and D) 10%thereof to Maria Elena Martinez ' In the event that any of the beneficiaries named in this Item Second of my Last Will and � Tes��unenl preaeceasz nle or di�on or bef�re tue t�'�ier..�day fol?o�x,�g my de�t�,_I dir..ect that their share shall be added to the other shares of my residuary estate in the same proportions they now bare to each other it being my intent that the percentages should be adjusted accordingly so that 100%of my residuary estate is in fact distributed in accordance with this Item Second of my Last Wi11 and Testament. THREE: In the event that Jessica Maria Aman, Sydney Marie Hockenos; Monique LuAnn Hyde and Maria Elena Martinez all should predecease me or die on or before the thirtieth day following my death,I give,devise and bequeath the residue of my estate of every nature and wlierever situate to my niece, Heather Dawn Keller. Page 1 of 6 FOURTH: I direct that should Sydney Marie Hockenos be under the age of 20 years;her share shall be paid to Jessica Maria Aman as Trustee to be held in Trust for the following uses and purposes: a. If the child is under age eighteen (18), to expend and apply so much of the net income(any income not expended or applied to be accumulated and added to principal),and so much of the pri.ncipal of each Trust as the Trustee shall consider advisable for his or her support and education(including college education, both graduate and undergraduate, and vocational traini.ng)until he or she attains the age of eighteen(18)years. b. After the child attains the age of eighteen(18)years,to pay thereafter to such child the ne� inco�ie, together wiih so much of the principal thereof as Tnistee shall consider advisable for the support and education (including college education, both graduate and undergraduate, and vocational training) of such child, after taking into consideration his or her other readily available assets and sources of income. c. When such beneficiary attains the age of Twenty (20) years, such Trust shall terminate and Trustee shall distribute absolutely to such beneficiary the entire then-remaining principal and any undistributed income of his or her separate trust. � d. If any such child or beneficiary shall die before receiving final distribution of his J� or her e�tire share, the undistributed balance shall be distribu�ed outright to 1us or her survivi.ng issue,per stirpes,and in default of any such issue,then to my then living issue,per stirpes; the share of any beneficiary whose original share is then being held in trust to be added to and treated as a part of that trust. e. All shares of principal and income hereby given shall be free from anticipation, assignment,pledge or obligations of beneficiaries,and shall not be subj ect to any execution or attachment. FIFTH: I appoint Jessica Maria Aman,Trustee of the Trust created by this my Last Will and Testament. SIXTH: I hereby give and grant to my Executor and Trustee hereunder and their successors,hereinafter sometimes called "fiduciary" or "fiduciaries," the following powers, duties and discretion,in addition to those now or hereafter conferred by law,to be exercised in any capacity to which such powers may be applicable and in the best interests of my estate and beneficiaries: Page 2 of 6 a. To purchase or otherwise acquire or receive, and to retain, whether originally a part of the probate or trust estate or subsequently acquired, any and all stocks, bonds, notes or other securities, or any variety of real or personal property, including stocks or i.nterest i.n investment trusts and common trust funds, as it may deem advisable,includi.ng specifically authorization to retain,buy or sell any shares of the stock of any corporate fiduciary. b. To sell,pledge,mortgage,transfer,exchange,convert or otherwise dispose of,or grant options with respect to, any and all property at any time formi.ng a part of the probate or trust estate, in such manner, at such time or tisnes, for such purposes, for such prices, and upon such terms, credits and conditions as it may deem advisable. a To borrow money for any purpose connected with the protection, preservation or i.mprovement of the probate or trust estate,whenever in its judgment advisable, and as security to mortgage or pledge any real or personal property form_ing a part of the probate or trust estate,upon such terms and conditions as it may deem advisable. 1`�� d. To vote, exchange and otherwise exercise all rights,privileges or options in any way pertaining to the stocks, bonds, securities and other assets at any time belonging to the probate or trust estate;provided,however, that with respect to any shares of stock belonging to the probate or trust estate,the beneficiary hereunder may determine the manner in which said shares shall be voted, and may actually direct how such shares shall be voted. e. To hold investments in the name of its nominee. f. To make alterations of,repairs upon,additions to,and erect improvements upon real estate,and to make leases therefor for such terms as it may deem advisable. g. To make distribution of the principal and accrued income, if any, of the trust estate, to and am.ong those entitled thereto at the terrrunation of the Trust, i.n kind or in cash, or partly in kind or partly in cash, as it deems proper, just and equitable. h. To allocate receipts and expenses to principal or income,or partlyto each, as my fiduciary, from ti.me to time, deems proper in its sole discretion. Page 3 of 6 i. To compromise claims and to execute and deliver any and all instruments in writing which it may deem advisable to carry out any of the foregoing powers. No party to any such agreement in writing signed by the Executor or Trustee shall be obligated to inquire into its validity or be bound to see to the application by the Executor or Trustee of any money or property paid or delivered to it by such party pursuant to the terms of any such agreement. j. Trustee shall have the power to buy assets from and Iend money to the Executor of my estate,and to advance funds without reimbursement for the payment of the expenses of the adininistration of my estate, including all taxes that may be assessed by reason of my death, and the Executor shall have the power to sell assets ' �` to and borrow money from the Trustee of the trust estate and to receive funds from the Trustee without the obligations of rei.mbursement for the payment of the expenses � of the administration of my estate,including all taxes that may be assessed by reason of my death; provided, however, that benefits from qualified pension or profit- C� sharing plans received by the Trustee shall not be used for the purpose of payi.ng such `� expenses or such taxes. k. To distribute the principal of the probate or trust estate to the then income beneficiary,if,in the Trustee's discretion,the amount of the principal of the probate or trust estate is so small as to be impractical or uneconomical to administer properly. SEVENTH: I direct that all t�es that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed,shall be paid from my residuary estate as a part of the expense of the administration of my estate. EIGHTH: I nominate, constitute and appoint my friend, Jessica Marie Aman Executrix, of this my Last Will and Testament. Should my friend,�Jessica Marie Aman fail to qu�lify or cease to act as Executrix I appoint JPa��fer Renee�-Iockenos Executrix of this my Last Will and Testament. TENTH: I darect my Executr� and his successors and my Trustee and its successors shall not be required to give bond for the faithfizl performance of their duties in this or any other jurisdiction. Page 4 of 6 IN WITNESS WHEREOF,I have hereunto set my hand and seal to this,my Last Will and Testament,consisting of s�(6)typewritten pages, each identified by my signature,this__�� day of April 2014. ��/%� (SEAL) ' any . avid Signed,sealed,published and declared by the above-named Testator,Garry L.David as and for his Last Will and Testament,in the presence of us,who, at his request,in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. Page 5 of 6 COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) I, Garry L.David Testator, whose name is signed to the attached or foregoing instiument, having been duly qualified according to law,do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament;that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed.. �,n Swom or affirmed to and acknowledged before me by Garry L. David the Testator,this �i� day of April 2014. � (SEAL) G , avid, T stator Notary Public COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) We, RONALD E. JOHNSON and �` 0 , ��/S , the witnesses whose nam.es are signed to the attached or foregoin instniment,being duly qualified according to law,do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that Garry L. David signed willi.ngly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the heari.ng and sight of the Testator signed the VJill as witnesses; and that to the best of our knowledge the Testator was at that ti_me 18 or more years of age, of sound mind and under no constraint or undue influence. worn r ed to and subscribed to before r�e by RONALD E. JOHNSON and � dr �, � k�S ,witnesses, this �"` day of A ril _ � SEAL) onald rtn s COMf�O[�1��LTH OF PEf�NS'YL�ANIA SEAL� NUTRRIAL SEAL / SHELLY uE?:TaN,i�1°`��Y Pv�bfi� , Witness • Carlisfe E3or�,Cumberiar�r�Caur�ty (Vly C�i�m1��lu►7�x�lr��rll��i� � Not Pu lic Page 6 of 6 REV-.15023 EX+{�2-].5) �z SCHEDULE E �� I��pennsylvania �„ DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX REfURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Garry L. David 21-14-1160 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 �• Checking account no: 143001752-Orrstown Bank(see letter attached) 640.81 2• Checking account no:481739-M&T Bank 22.31 3. Checking account no:3740515121-M&T Bank 581.32 I 4• Savings account no:150042000266870-M&T Bank(see letter attached for items 2-4) 76J1 ' 5� Checking account no:1939-Bank of America(See attached) 54.70 6� 2000 Chevrolet Tracker Sport Utility vehicle-155,000 miles(see attached) 500.00 _ _ _ _ TOTAL(Also enter on Line 5, Recapitulation) $ 1,875.85 If more space is needed,use additional sheets of paper of the same size. ��s�ro�v�r B�� A Tradi�ion of Excelle�r,ce December 17,2014 Andrews&Johnson Attorneys at Law 78 W Pomfret St Carlisle PA 17013 Fax: 717-243-OObl Re: Estate of Garry Lynn David Social Security Number 193-3b-7517 � Date of Death 11/30/14 IT IS HEREBY CER'TIFIED THAT TI-�ABOVE NAIv�D DECEDENT HAD THE FOLLOWII�G ACCOUNT WITH ORRSTOWN BANK: CHECKING ACCO UNT Account No- 143001752 Account Type- 50+Interest Checking Account Title- Garry Lynn David Date Opened- 11/05/13 Jaint Account{name/date} No � . Balance- $b40.81 Accrued Interest $0.00 Best Regards, / � . Susan R Eyer Deposit Processing Representative II 2695 Philadelphia Avenue• Chambersburg, PA 17201 Q M�zs� 499 Mitchell Road,Millsboro,DE 19966 Records Management Phone 888-502-4349 F ax (302)934-2955 December 17,2014 Andrews & Johnson Attorneys at Law 78 West Pomfret Street Carlisle,PA 17013 Re: Estate of Garry L. David Social Security: 193-36-7517 Date of Death:November 30,2014 Dear Sir or 1Vladam: Per your inquiry on December 09,2014,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type ofAccount CheckingAccount Account Number 481739 Ownership(Names o� Garry L.David Opening Date 03/16/1984 Balanee on Date of Death $ 22.31 Accrued Interest $ .00 ----------------------�_._-------------__----- Total $ 22.31 2. Type ofAccount CheckingAccount Account Number 3740515121 Ownership(Names o� Garry L.David Opening Date 09/09/1998 Balance on Date ofDeath $ 581.32 Accrued Interest $ .00 ------------------------------------------------.._. Total $�38�:32 � - 3. Tjpe ofAccount SavingsAccount Account Number ]50042000266870 O��nership(Names o� GanyL. David Opening Date 06/17/1987 Balance on Date ofDeath $ 76.70 Accrued Interest $ .01 _........----------------------------._....--------__..�..__ Tota1 $ 76.Z1 For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,. please call the 17'"Street at 814-946fi808. We were unable to locate any safe deposit box for the above-mentioned decedent This letter dces 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?.greement Sincerely, Valarie Mercer Records Management �� January 7,2015 Andrews & Johnson 78 West Pomfret Street Carlisle,PA 17013 Regarding the estate o£ Gary L David Dear Ronald E Johnson: Thank you for conticting us regarding the estate of Gary L David. Listed below is the financial inforniation you requested on the 1ccoLint(s) held in the name of the above referenced decedent 1s of the date of death of 11/30/2014: Deposit Accounts: Account Ty e Number Account I)etails Checking 19�9 Ralance at clate of death: �;4.70 Accrued interest: $.00 Cui�•ent balance: $54.70 � Stat�is: Open OPENED: 09/24/12 Title: GARY L DAVID Please also be advised that no Safe Deposit Bo�was found. 00-�9-27?SNSBb1f V0913 Kelley Blue Book Page 1 of 2 ;�^+� 'r�' ='� 1 K@��y B�Ue B�D�C TheTrusted Resource` zz�' � ��7. : - ; ,� ,�-�-_- �� `�r� � E_• �tra. .!_F'� ' ,+s' Y�:•�hi _ R�..w:,. .rc,:.. f+.. .'T: � i��.:�i . ! rl. ..;��.: j y�. - . »��"_ -- CHEI/Ftfl�£T � � �. . . . _ :� r�,.. .s. :,, ,. .,.._. ....,._.. ....��-. �.,:,. _. . .. ... '- �._�. .;�� . _. ,,.,� ...:_ . : . . . .:. ... ..�,.�. � .. _..�� Advertisement Why ads7 Trade In to a Dealer 2000 Chevrolet Tracker Pricing Report Trade-inVa€ue ��' �`= $tylE:Sport UGlity Convertible 2D --xe ��, � -{_� " ��` Mileage:iss,000 �,��.�,� � �.,.:,„'-, �i�� . �.. �� rt1��:; , �� +c � ��- i� , ; _ ��-��,a�--�.��' `� _, ._,__�._ ��`, '�� z� ',� — 5t�y' �4 �.. . �^ Y ^ . � ..........�.�..�...,....._.__..._......,.__.._. . k �.. Vehicte High[ights �- . . , ,�, ,�,,..�.... Fuel Economy: Max Seating:4 T� City 22/Hwy ZS/Comb 23 MPG ' Doors:2 Engine:4-Cy1,1.6 Liter ~ , Drivetrain:4WD Trensmission:Manual,5-Spd EPA Ctass:Sport Utiliry Vehicles Body Style:Sport Utifity Country of Origin:United States Country of Assembly:Canada Your Configured Options f Our pre-selected options,based on typical equipment for this car. J Options that you added while configuring this pr. � Eagine 5:�....^y .�::.2c:5 a'�u TiPao 4Cyl,1.6 Liter Power Steering Steel Wheels Transmission Entertainment and Instrumentation ; � Manual,5-Spd AM/FM Stereo Drivetrain Safety and Security � 4WD Dual Air 8ags � i � i Glossary of Terms Tip: Kelley Blue BookOO Trade-in Value-This is the amount you can expect to receive when you trade in your car to a dealer.This value is determined based on the style,conditlon,mileage and options �t's crucial to know your ca r's '"a'�t�a. true condition when you sell it, Trade-In Range-The Trade-In Range is Kelley Blue BooKs estimate of what you can reasonably expect so that you can price it to receive this week based on the style,condRion,mileage and options of your vehicle when you trade It appropriately.Consider having in t�a dealer.However,every dealer is different and values are not guaranteed. yOUC I71ECF1anIC g IVE'.y0U af1 objective report. Kelley Blue Bookp private Party Value-This is the slarting point for negotiation of a used-car sale between a private buyer and seller.This Is an"as is"value that does not include any warranties.The final price depends on the car's actual condidon and local market factors. Private Party Range-The Private Party Range is Kelley Blue BooKs estimate of what you tan reasonably expect to rxeive thIs week for a vehicle with stated mileage in the selected condition and configured with your selected options,excluding mxes,title and fees when selling to a private party. Excellent Condition-3%of all cars we value.This mr looks new and is in excellent mechanical conditlon.It has never had paint or bodywork and has an interior and body free of wear and visible defects.The pr is rust-free and dces not need reconditioning.Its clean engine compartrnent is free of http://www.kbb.com/chevrolet/tracker/2000-chevrolet-tracker/sport-utility-convertible-2d... 12/11/2014 ��v-:sio ex+ roz-ls) �:�i�pennsylvania SCHEDULE G �� DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXREfURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Garry L. David 21-14-1160 This schedule must 6e 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 PROPERIY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE INCLUDE THE NAME OF THE TRANSFEREE,THEI0.RELATIONSNIP TO DECEDENT AN� NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEE�FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPLICABLE) VALUE 1• Rollover IRA-Pioneer cash reserves Fund A-Fund#77 Acct no:1004444681 32,810.67 100 32,810.67 Established January 27,2009 Beneficiaries (A)Jessica Marie Aman,2503 Trinity Court,Chester Springs,PA 19425 Friend-45% , Separate bill requested ' (B)Sydney Marie Hockenos, 160 Mountainview Dr.,Altoona,PA 16602 . Friend-45% : Separate billing requested ' ' (C)Monique LuAnn Hyde,9348 Windbell Way,Columbia,MD 21045 ' Friend-5°/a ' Separate billing requested , (D) Maria Elena Martinez,9730 Biair Road,Huntingdon, PA 16652 Friend-5% Separate billing requested (see letter attached) TOTAL(Also enter on Line 7, Recapitulation) $ 32,810.67 If more space is needed,use additional sheets of paper of the same size. �� Investments° December 30, 2014 Andrews & Johnson Attn: Ronald E Johnson 78 West Pomfret St Carlisle PA 17013 REFERENCE: Ct�RRO# OCi513 R 1? Pioneer Cash Reserves Fund A � Fund# 77 Account# 100444681 PIM Rollover IRA Cust for Garry L David Dear Mr. Johnson: . I am writing in response to yoLu•recent correspondence regaxding the abo�e referenced Rollover IRA accoLmt. Thank you,for taking.the time to notify,us of the death of Garry David: .Please extend our coildolences_to the�amil-y:..;, : - _ ; - -:: , _, , - - ._� Our records indicate that this�account was established on January 27, 2009. Please note that the date of death,November 30, 2014, was a non-busuless day for Pioneer. Therefore, the balance of the account on the previous business day;November 28, 2014, was $32;8]0.67 (32,810.67 shares nav, $1.UO per share). In addition, our records indicate the following beneficiary information on file for the �.ccount: � Tacci�a i��Tar;a 4mar• Prirn?ra P�Pn�f�riarv [15�/..� r�Acianatiqn - - � � - -� � - � .. � �a---• • Sydney Marie Hockenos: Primary Beneficiary, 45% designation • Monique Luann Hyde: Primary Beneficiary, 5% designation • Maria Elena Augustina Martinez: Primary Beneficiary, 5% designation In order for the beneficiaries to distribute their portions of the assets from the account, Pioneer requires the following: : _ • A completed Letter of Instruction Form (enclosed) from EACH beneficiary, informing � _. ; Pioneer what should be done with their respective portions of the account. The farm � ; must include the date of death for Garry David and-provide us with complete instructions Pioneer Investment Management General Inquiry Shareholder Services,Inc. 800-225-6292 P.O.Box 55014 Retirement Plans Boston,MA 02205-5014 800-622-0176 "Member ofthe UniCredit Bankin2 Group,Register of Banking Groups." REV-1511 EX+ {0?-15) ��=i'��-��' pennsylvania SCHEDULE H � DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Garry L. David 21-14-1160 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: _ L _ _ _ _ _ B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions ' Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 1,800.00 2• Attarney Fees: 3. Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation,) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 205.50 5. Accountant Fees 6, Tax Return Preparerfees: �. D. Frank Hauling-trash removal _ _ _ _ 325.00 s. PPL Eletric-final biil . 52.00 s. AT&T-final ceil phone bill 55.30 �o. Comcast-final cable bill 56.94 �i. Reserve for Closing and Accounting 500.00 TOTAL (Also enter on Line 9, Recapitulation) $ 2,994.74 If more space is needed,use additional sheets of paper of the same size, REV-1512 EX+(G2-1�) i��pennsylvania SCHEDULE I �' DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS � RESIDENT DECEDENT ESTATE OF FILE NUMBER Garry L. David 21-14-1160 Report debts incurred 6y the decedent priar to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' Credit card no:8866-Bank of America(see letter attached) 253.17 TOTAL(Also enter on Line 10, Recapitulation) $ 253.17 ' If more space is needed,inszrt additional sheets of the same size. Bank�fArner�ca'"�� December 31, 2014 ANDREWS &JOHNSON, Attn: Ronald E Johnson, 78 West Pomfret Street, Carhsle, PA 17013 Regarding the estate of: GARY L DAVID �ear 1Zonald�Johr�son,: Thank you for contacting us regarding the estate of GARY L DAVID. Listed below is the financial information you requested on the account(s)held in the name of the above referenced decedent as of the date of death of 11/30/2014: Deposit Accounts: Account Ty e Number Account Details Checking 1939 Balance at date of death: $54.70 Accrued interest: $0.00 Current balance: $54.70 c+at�.:s: Open npF�.rFr�?: n9��a/l� Title: GARY L DAVID Please also be advised that no Safe Deposit Box was found. Credit Accounts: Account Ty e Number Account Details Credit Card 8866 Current balance: $253.17 Status: Closed OPENED: 8/23/12 CLOSED: 12/17/14 Name of borrower(s)/cardholder(s)GARY L DAVID 00-�9_272gNSBW V0913 R�V-151.�EX+{G2-la) � i �` enns lvania SCHEDULE ] �= �`� P Y �` DEPARTMENTOFREVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Garry L. David 21-14-1160 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 distrihutions and transfers under Sec,9116(a)(1.2).] 1• Jessica Marie Aman,2503 Trinity Court,Chester Springs,PA 19425 friend 40% 2. Sydney Marie Hockenos, 160 Mountainview Dr.,Altoona,PA 16602 friend 40% 3. Monique LuAnn Hyde,9348 Windbell Way,Columbia,MD 21045 friend 10% ' 4. Maria Elena Martinez,9730 Blair Road,Huntingdon,PA 16652 friend 10% ' 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: L _ _ ._ _ . _ _ _ __ _ _ _ _ _ _ _ ; B, CHARITABLE AND GaVERNMENTAL 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.