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HomeMy WebLinkAbout08-19-15 J � peq�sylaania 1505618403 �x(03-04) REV-1500 OFFICIAL IISE ONLY counrycoee vear Fuervumce� Bureau otintlivitlual Taxes MHERITANCE TAX RETURN POBOX280601 21 15 0461 Harrisbur PA t�128-0607 RESIDENTDECEDENT ENTER DECE�ENT INFORMATION BELOW Sotial Sewrity Number Date of DeaN MMoorrW Oate of Birth MMDOwvv 04 03 2n15 OS 11 1943 Decedenfs Last Name Suffx DecetlenPs Firs�Name MI FLAGLE DONALD � (If Applicable)Enter Surviving Spouse's Informa�ion Below SpousesLas[Name SuPox Spouse'sFirsiName MI THIS RETURN MUST BE FILED IN UUPLICATE WITH THE REGISTER OF WILLS FILI IN APPROPRIATE OVALS BELOW O t OriginalReWm � 2. SupplemenlalReWm � 3. RemainderReWm(tlateolaeat� pnortol2-13.82) � 4. A9�iculWtal Exemplion(tlate ol � 5. FUWre Interest Compmmise(da�e o� � 6. Federal Esta�e Tax Relum Requiretl �ea�h on or aHer]-t20i21 Oealh after 1242-82) O Z Decetlen��ietl Testa�e � 9 Decetlent Malnlainetl a Living Trusl 1 9. To�al NumDer o�Sa�e�eposit Boxes �A�lac�mpyofwlll) (A�[acM1copyof�mslJ � ID. Li�iga�lon Pmceetls Receivea � t1. NorvProbate Transteree Re�urn � 12. De(erraVElection of Spousal Tmsts (ScheOule F antl G Assa�s Only) � t3. BusinessAsse�s � 14. Spouse Is Sole Beneficiary (Na Vusl inv0lvBtl) CORRESPONDENT�TH65ECilON MOST BE LOMPLETEO.ALL CORRESPONOENLE ANO CONFIOENtIAL TA%MFOFMAiION SHOUlO BE DIRECTEO TO' Name Drytime Telephone Number ROGER B IRWIN ESQ 717 249 6333 First Line ol Atldress 354 ALEXANDER SPRING RO Secontl Line oi Address CiryorPos�OHice SWte ZIPCotle CARLISLE PA 17015 CorrespontlenPsemailatldress: b' ' Cd I h h A REGI ER OF WILLSS5�SE ON6j' 7 — 0 =� -' O RECIsiEFOFwILLsuSEorvLv ��� = C7 �J DATE FILEO MMDDYYYY ' �� - t� Il � CJ � p —O -,1 1 3 -1 DATEFILE�STAMP = � O co � CO Side 1 L I IIIIII IIIII IIIII illll IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII 1505618403 1505618403 � �� j �%�l / J 3505638411 REV-0500 EX Demtlenfs Social Sewrity Number ceaam'sname� FIa01e, Donald G RECAPITULATION t aeaiEstatefscheau�en)._.............._.........................................................._....... 1. 193,500. 00 P. sacksenaBories(Scheaube)......................................................_..................... z. 654 . 08 3. Cloeely HeH Corywalion,PaMenhip or Sole-Propnetorship(SCMEuIe C)......... 3. E. Moet9a9es eM NolaS RaceiveGla(Schetluk D1_..._...._._..__.._....................._._ 4. 5, Cesn,Benk DeposBs entl M'scNlaneous Personal Proparty(Schetluk E).......... 5. 7 9,7 91•5 5 8. Joinlly OwneE Praperty(Schetlule F) ❑ Separele BiINn9 Reques�etl._......... 8. ]. InterYrvos Tramfars d Mhcelaneoua NoinProbele Grupaity �Scnetlu�eG) ❑ SeparateBinhgRepaeatetl...._.._. �. 1,126.990 •93 8. TotelGroseAssel9(�otalLi�resllMau9h�...................._....._.._..._....._.......... 8. 1�400.936. 56 9. FuneraiE�penseseMAOmino�retrveCostsfScheduleH).....................__...___.. 5. 47�212. 92 10. Debts of Decetlen�,Moitgage LlaGlilbs antl Liere(ScheCuk 1).............._........._. 10. 72 8• 5 2 it. Total Datluctlom(to�al Lines9 antl 10I...................._..._.__...._...............___..... 11. 47 ,941- 44 ii. NetvaivaofEsbte0.ineeminuslinei�l........_.............._.............__......._...... 12. 1.352.995-12 13- Charilable aM Governmental Bepuests/Sec 9113 T�usls M�w1iIW en elec�ion Io tex�as rwt been me0e(StliMule JI.............................._......._...... 13. 14. NetValueSubJectmTaz(Linel2minusLinei3)_._................_........._............. 1a. 3,352.995 . 12 TAX CALCULATION-SEE INSTHUCTIONS FOR APPIICABLE MTES 15. Amourrt o(Line 14 taxabk at ine spousal tax rete,or lrena(ers aMer Sea 9118 rox,.z�x.00 ,s. o-o0 18. Amoun�M Line 10 tazaDle atlinealrareX .045 1�352,995• 12 �e. 60.884 • 78 1]. AmouM W li�re 14 texabk atsibliegrateX.12 0- U0 iZ 0-00 18. Amounl o(Line 14 ta�Dle a�wllaterel�'d1eX.15 � •00 �8. Q-00 19. TAXDUE............_._............_.........................._._....................._..._........___........ 18. 60.884 . 78 20. FILL IN THE OVAL IF VOU ME RE�UESTING A REFUND OF AN OVERPAYMENT � UMer PaN��dPe�hrY.I Miia�e I lw�e manMred N's relum.iirAtl'rq xmniW�W ecMM�le�eM s�ekmer�is,mN IONa Dvet W mY km�MtlOa aM Eeliel. i�it bue.wrred eN mnpeh.0etlbalun dpc0am din Nm On VIN��esW�*idefu MnB tle�aWrn o OeeeO m eY Inbimaliori d xV�itli MeYa�a 1w am xmMeaye. SIGNFNREOFPERSONFESPONSIBLEFORFttklGRENRH �¢LClever � ��,L,.^^,��J � �,_ l��n -E�// S RDDRESS 4144 Enola Road,Newville,PA 17241 SIGNRTUREOFPREPPREROT T�.IIREPftESENSA/; RogerB.IrwinEsq. °PTE �LN �'J C�il.�..� g l9 / S ADORE55 354 Alexander Sprinq Road uite 7 Carlisle PA I����������I�IIII�IIII�I����II��I��II�II�����II���I��II��� Sitle2 L 1505638411 150561B411 � PA Inheritance Tax Return Signature of Additlonal Fiduciaries ESTATE OF FILE NUMBER Flagle, Donaltl G 21•15-0461 UrWer peneHies ot pefjury.I OeGare Ihat I have eraminetl th's retum,iridWing exompem/irg schetluks eM stelemenls,a(k lo Ihe best of my knowle0ga anC beliaf,X Ia We,co�recl antl cromplete.Declaration of preparer ollter Nen Me personal repeseritative Is baSeE on all in(ormatbn of whirh preperer has eny knaNeAge. Signature#2 ��— �� � ' , —EXP� . Name P+��a K Yorleb Addressi bb Fast Maln Strwt Adtlress2 City,State,Zip �'�ilb PA 7]]A1 Date g 1 q I$� REV-0500 EX Page 3 File NumEer 2'145-0461 Decedent's Complete Address: DECEDENT'SNAME Flagle, Donald G _ . _. —. _ . .- —. _—_. _—_ _ STREETA�DRESS 295 Fairview Stree[ . . - .. _ __._—_ ._ ._ __—_.. CITV � � �� STATE ZIP Carlisle PA 17015 Tax Paymen[s and Credi[s: L Tax Due(Pa9e 2. Line 19) (1) . .. 60.88478 2 CretlitslPaymenls A. Prior Paymen�s 55,000.00 B. �iscount � 3,044.24� Total Cretlits(A .B) (Z) 58,044.24 3. Interes� (3) Q_ If Line 2 is grea�erthan line 1 +Llne 3,enter the difference. This is ihe OVERPAYMENT. (4) _ _ _ Check 4ox on Page 2,line 2010 request a refuntl 5, If Line 1 t Line 3 is grea�er�M1an Line 2,enter the tliHerence. This is the TAX�UE (5) 2�84�.$4 Make Check Payabte to: REGISTER OF WILLS, AGENT. Tr�i � i � � � mm�rm�T '" PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Oid tlecetlent make a transfer antl'. Yes Nol a. re�ainlheuseorincomeotthep�opertytransfe�retl ._...... .__ __ � � �J b. re�ain the right�o designate who shall use the pmpeRy Iransferred or LLs mcome . .. ❑ L.� c. relainareversionaryinleres[or ....._..... .._ ._. _. � . Iz� d. receive lhe pmmise for li(e ot ei�her payments,�enefLLs or care�__. ._. ._ i I ❑+ 2. If death occurred afler Dec. 12, 1982 tl tl decedenl bansfer propetly w Ih n one year o( tlealh wilM1out � receivingadequateconsitleralion2.._ ____. _.._... __._... ._...... �J z. 3. Did decetlent own an"in Uust for" or payable upon death bank acmunt or security a�his or her death2_.... ', '�,x. 4. Did decetlent own an ndrvitlual retirement accounl,annu ty or other non pmbate pmpeRy whmh I. .. r con�ainsabeneticiarytlesignationP._. ._.__. ._...._ _....... ........._ �x'� LJ IF THE ANSWER TO ANV OF TME A60VE pUESTI0N5 IS YES,VOU MlIST COMPLETE SCHEOULE G ANO FILE IT AS PART OF THE RETURN. Por detes of death on or eHer Joly 1.1994 and belare Jan.1,1995.Ihe tax rate lmposad on the net value of ironslers to or br ihe use of iha surviving spouse is 3 percenl P2 P.S.§9116Ia)(t t)Ii)l For tlates of tlealh on or after January 1,1995,ihe tax rate imposetl on Ihe net value of�rans(ers lo or for the use of ihe surviving spouse is 0 percent �72PB.§9116(a)�1.1J(1�f. Theslaluledoesnotexemp�alransierloasurvlvingspousetromlax,antl�hesteWtoryrequiremeNsfortllsdosureolesselsand fling a Wx relum are still apP�icable even if�M1e surviving spouse is t�e only beneficiary. For dates of dealh on or afler July 1,2000' • The lax rate imposed on ihe nel value o(Vansters irom a tlewased chlld 21 years ot age or younger al deaN lo or tor the use of a naWral parent,an a�apl'rve peren�,ore stepperent of the chiltl Is 0 percant�/2 PS.§9116(e)(12)�. • The tex ale im0osetl on IM1e nel velue ot Vans(ers to orlor iM1e use ol Ne tlecedenfs linaal bene(cieries is 4b percent,except as noted in[]2 P_5-§9116(a)(t)�. . TM1etaxre�elmposedon�henetvalueolians(erstoorfor�heuseoft�etlacetlent'ssiblingsisIIpercentl��PS-§9116(a)(iJ)� Asiblingistlafnad, under Seciion 9102,as an Indivlduel wM10 has at leasl one paren�ln common wi�h Ne deczAenl,whelhar by blood or etloption. .. aevsas�.��a<� SAFE DEPOSIT BOX � co�.iMor��.ven�rNorvEHHsv�vArvin INVENTORY PTRTMENT OF REV ENUE INHERITANLE TA%ONISION �EaT 280601 HFlaaiseuac,anniae-osoi Please Print or Type MOST BE COMPLETE�BY REPRESENTATIVE OF FINHNCIAL INSTITUTION WHEFE SAFE DEPOSIT BOX IS LOCATEO AND RETURYE�TO ABOVE HO�RE55 —_.. �. _ . __ _ _ .—.. COIINiYCO�E FILENIIM6ER DECEOENT'S NAME(UST,FlRST,MIDOLE) OFTE OF OEATH � I�i ' K 0/lal � � i� � 3r 1 Z�iS • pDDRE550 DECE� NT (STREET) � (CITY) (STATE) (ZIPGO�E) 2`IS Fu� v �wsf �u� iisda �J} f7a;S' NAME AN�FDORE55 Of PENSON REQUESTING THE OPENING OFTHE SNFE OEPOSIT BO% � (fJ�ME) 1, PGmCl4 �C�`^� lO�'C�S �eraeErrvnme� (cm� �srnle; �nPcaoe7 6s Ea.r, r�u,_ sf hl�I.-,., it� �A i�zvl NAME,AOORESSHNORELFT�ONSHIPQFANY�TODELEOENT,OFPERSON(S�PRESENTqTTHE00%OPENING � a. (NAME) (RE�PTIONSHip) � Pumelq lC.y vo-lift __ Dnu�t� �e� (STREEiNAME) (CIT1� (STAiE) �ZIPCODE) Gs c Mu:.. S+ n4�.�r�Ce Grl nzv�— t. (NHME) (RELATIONSHIP) (STREETNAME) (CITY) (STATE) (ZIPCO�Ef c �NFMEJ (REI.ATIONSHIP) I �STRPETNAME� �CITV� (STATE) (ZIPCO�E) � NAME RND A�DRE55 OF FlNl�NCIAL INSTITUiION W HERE TXE SAFE oEPOSR BO%IS LOCATEO . � (NHME) p WZ��.) G✓�6 I1pn�G _— (STREETNAME) (QTY) (STATE) (ZIPGO�E) I 6�Y /-- /d% h � Cvr�ii4 _pA l7a�3 1 NAME OF PERSON MFKIN IAST ENTRY DATE AND TME OF LNST ENTRY ' Do.a��� d G F /�/g '. lo z� / /z 'a3 /�M DATE OF CONTRHCT TO RENT BOX NUM9Eg,OF BOX ' TITLE UNOER WHICH BOX IS NENTE� 7- - S6Y_ __. —Pa,�n�d C- F/�.�/e . _.. NAME pN�AOORE55 OF PERSON(5)HAVING hCCE55 TO BOX i. (Nl�ME) b. (NAME) Do.lzfd F�r+� �sraeernooaess� �saee�r�oaess7 'Z9S Fri.r�r:... S9 (cirv� �srnTe) �zwcooe� (cnv� �srnre) �ziNcooe� CcaiiSl� �h � >e� _ _ . NAMEANOiRLEOFEMPLOVEETRHINGTHEINVENiORY � Da�id IZ �ie+cher - t�e�s�,ul 3u�Ke� ---.—_... _. . WASBWILLMTHEBOX9 ] TES �JNO Ifyes� a. 0a�eolwill: _ .__ __ b. Name and atldress o!personal represenlalive�i�nam¢tl In the will (NAME� (STREETNANIE) (Grv) (SINE) (ZiPCODE) . rvamea�aaaaressorairorney,rta�y �� —��- - � Nnn�e� —_.__ —.___ -- I � (sraeerrvnme) (mrv� �sm1e) �zpcooq � — _ . _ ___.. _ _—_.—_ __ .._ _ _ _ _". _ I v vvr n ynl r.,ea��.rz _. — SAFE DEPOSIT BOX INVENTORY Page�__ of_ L � INSTRUCTIONS __.__ __ _ ___ The Department is authonzed untler federal law,42 U.S.Q §405(c),to use�he decedenfs Social Securiry number in administering this state tax law.The Department uses Social Sewriry numbers to establish a tlecetlenPs identiry antl ensure pmper cretlit for tax paymen�s. I (1) Cash: Reporttotalonly. (2) Stocks: List in tletail every common or preterred cetlifcate,warran�or olher rights Found in box.Smcks are to be Idesigna�ed by name ot mmpany,certifrate number, date of certifca[e, name in which s�ock is regislered, and � number of shares and class of stock. (3) Obligations of 0.S. Government: Number of items, date of issuG face value, names in which registered antl i type of ownership,i.e..jointty held, payable on death,etc. (4) Bontls: Designate by name,amount,serial number,or other designatioa (Bearer 8ond5) (5) Bank antl Savings and Loan Passbooks: State name of depositor, number of book, lasl date appearing in book, name of bank antl branch, and balance. , (fi) Jewelry,Coins,Stamps, Manuscripts,etc. List antl descnbe as fulty as possible. �� (7) Deetls, Mortgages, Cvrrent Insurance Policies or other evidences of intlebtetlness. I.ist and describe as fully I, as possible. � (8) All other contents. REM REM OESCRIPTION NO. I �ed �r ays �,•-uw s� cw i s4 -/+ �7�ed e��r� /+ ��, so H,y z c-�-+� � �w 6 aa fi�s�. �� �«� � ,�- � Qirrh Cvki .{ c•�le '�. on�.( ol l�i y ��<� � c�� � Z n�� h��K � v�r . 3 � �'� `�do _ �1 -- - _ — —_ — - -- � -- — ' �� , � — - _ _ --- - ICERTII FYONUEXPENALiYOFPERJURYTHATTHEABWERECOROIS PERSONRECEIVINGCOPYOF ICORRECTAN�COMPLETETOTHEBESTOFMTKNOWLEDGEANOHELIER SAFEDEPOSITBO%INVENTORY: ___ � Sl�n �q pa[ r� / . ✓ �L�---� ��_-�-- C —_ �aiH.0. v�'�i IZ_ ��F�e.- � Am£ o�crce � ei eoaxG�� �.� — _ _ � Frcwrnn� � -- onr- c c . ,in-rmx � N� (il ❑ � � .r.. . o,�i�. i �e��o�c.l l3a F'« I ��Z3��S ❑e.�iau•.��,���u�o ❑�m�io..ro,or.a�s�e��meo. I �� ___ — _ —_ __ . .�, _—._ NOTE:Attach additional H'l:"x 11" sheet(s) if necessary or use duplicates of this page of form �r.., ,.r�,.n��.��..��i. Rav-05@ E%��R-II) SCFIEDULE A s'� pennsylvania REAL ESTATE � DEPARTMENTOi REVENUE INHFRrtANCETPXRETURu reesmEHroEceoervr ESTA7E OF FILE NUMBER Flagle Donald G 21-15-0461 an,�ai prop.ny owo.e.mmy o�:..�.o.m�i�=ommo�mo.i ee�.e�nae,�i.n m.ne�..m.ra�,ma�xai.awe�i.aar��aa e:me on�a��.n�m o,e eny.oma ee a�aoqea eaµeeoe w�w�p e�yar a�o a wuer�s aeuer.�aune�oei�r.�veiiemo wy or�u,oo�n na�i�e rea:o�aeie x�o.neaee oune reie�am�a: ne.i pron.nv ma�.i��mp.o.m.e wnn nem or.�rvroonnio m�.�e.a�,�i%ea on.cn.aw.F. AXac��copy ol iM1e aenlemmt s�vel i�IM1e pmpeny�aa Oaen ealE m�wa..�opy or m.a..e.no.n�y e.�.a.m�.m�e.�.rr o.,�ee.n.�.oi m oommo�. ITEM VALUE PT DATE NUMBER DESCRIPTION OFDEATH 1 Real Estate-locatetl at 295 Fairview Street,Carlisle-sold as per attachetl settlement sheet 193,500.00 TOTAL�Also enter on Line 1, Recapitulation) 193,500.00 p!more space Is neetleQ atltlilional Oages of 0e same size) Copyright(W 2012 form software only The Lackner Gmup,Ina Form PA-0500 Schetlule A(Rev. 12-12� ', II II ' orno nvo��aivo.�sos-0za; � � �. = aSettlement Statement (HUD-1) '.II�IIIII 9. TypeolLoan _ G Fle NmnOer N:ilga5e��ivra�a Case Nu.'n�e. �. [�'Fw� z. �ans a. �co��.um.+z aos-aos�3s-smc �3000�aszF n. [�vn s. �co�..i.++. arvore: rx�:m:mi:m�mrnee�oq��,eyo�a:�a�ememo�ac�ai:e�vememmi�s. amo�m.a��am:�aeyme5e�oememase�i+re��o�.�.uer�maMea .(a��7'w��a oa�a ows�ae me�msmg.mayare seow�eerem�mm�ma9o�ai a�ma�s e�a are�m mdmea m u:e miais aanaare::meonowar. ervam�caea��:oixue.. .xamaeneare::miem,l PauIL.Kean Est�ho/DonaltlGFlagle.OivneL �Pn'maiy ReSipenlialMortgage,lnc.. 61iWe5(SWtlyLane CIP .CO�FS¢Culn'x 1d80Nort�230aV/es( Enola,PA1�015 ]95Fa1 Slree( $allLak¢Ciiy,(lTB<i16 YckieLKean €3(bf201RibdEWC.FIagle.PamelaK. 611West5hatly Lane Yotl l.COExecuMx Enola,PAA�PS 195Fai lewSbeef ep G.Pmpc�/Localion: H.Sclll•menlPgent I.SelllemenlDate ¢95Fairview5heet OETHLEFS�PYKOSHLAWGROI/P,LCL, 08/faY[Oi5 Catllsle�PF 1)015 �anell C.Uelh@!;Esqulie Phone Numher:pAl9�&9<OG Lum6nlantlCowfy 31J1MaBelSbeef Camp Nill.FA POfl PiecealSa�Aemen�t ]ishursemen�CaleAetlJ/1015 bJ$MaMe[Sbe (Gamp HIII.PA i>01f J. Summaryo(6ormwer'sTransac�ion N.SummaryolSellelsTransaction IDO.GrassAmount�ueFmmBormwe � 600, GrossAmount0u[ToSeller IO1.Conbad5ale5pA<e $19J.500.00401.Loniteclselespr¢B 5393,So0.o ID2Pesonalpmpetly 403.Pe6onalOmpeR.y iosseaiemem�ne�e:meo�ro.,ar�n�eiaao� s+,soo.3< aaa. m< aaa ms <as nai��nne�c:ror'im spa�oey:enermaa.a��e nai�:im=m:maie��:pa�aoy:enzrmaa.a�oe me.c�ryno.��i�as aos_cnyrm.,��e.�s i, iozca,�qia..e: oe/iaisms � iv3a/zms sais.ozaw_c���yia.es oe�vaizoss m �v3vmvs szzn.oa IDfi.As5e55Txn�5 96/3V2035 1 O6/30/1016 53,]<6,35 408.ASsessmeo�5 C9/34/3035 b 05/30/3036 51.1<6.] 109 4�9- im. am. --.__._ .-.. m -_'" an iiz <iz 130.GrossAmount�ueF�om9mmwe� 34IO.GmssAmounlDueToSeller 53g5.469.] 30�.AmounbPaldByO�lnBehal(OIBo�mwe� SOO.RetlucOonslnAmoun[OueioSeller zm.oe�o:rtorear�e:�mo.�ey s3,000.00 sotemeisoeposi��:ee'i�:o-��:�o„z� _ 202P(mtlpdamoc+�otnawloan(S 5363�500.00 503.SelllemenlcM1a�gesLo5e11erQIne110�] 535,�20.69 203 Eus Tg loen(s��aken sublecl'n SW.Ezls�ing loa��s)laken 5c��etl lo 2ae. S�C.PzyoSo'lrs�motlgageloan zas. sos.aayoxm:e=a.,a moe�a�=ioa� 3C6. Se.ler Assis[ance ✓/Closing Costs 52,901. 0 5C'o.5ellea Ass-i<a�re w/Cloei.�g Ca..[ SZ,9CS.50 2L] SGI. . _. . dC9 50B 3C9. 5C3. Adlus:men[Sb�l[emsunpai�byscf�er AOlus�men�s(oritemsunpaitlbyselle� RID.Ciry/lown�euc _ SID.Ciry/lownlaxes _ __ t Coun'y I�e S i.Loun�y�ares 312,Assessne�^'s 512.Azssssmenls ]10. Sll ]10. � � 51<. __._ 215 � 515_ 21B. 515. R9. _... ._ 5P. HB. � 518. 213. " �� 513. 3IO.iotalPalOBylForBormwer 5!69�9:250530.io�alReEucOonAmoun[�ue5eller $36�E�3.! ]OO.CasM1AtSetllemen[FromRo9o�mv:e� 6CO.CasI�AlSe�tlemenlTolFmmSeller ]01.Gro5 Ounitlue�mmbo�mvrzl�1inx1A0) �_�_69_�601.Gro56>*mn�yu¢losellxr91nsp2'J �SLo5,169.3� ]02lsss amounls pditl byllm�o7o�re�(fioeY20� �( 5369�101.50 W2les5 2Juc11onsleiemL Due se et(ive 52�) S1B�623 39) 9 Ca5 �y F ❑ i � 539.Sov_ss�60 asM1 �io ���F - m=puoiicReponingaumenfortM1iswuacionofmrortna;IceiseslimateJet3sminuesperresponserorwaeeicg.re anqana oohinglM1etlata_TM1isagencym co�colleot�hislnformaLo-n,aneyou not�eGWrz]tocompie(e�hlslorm,unless�l-tlispleysa a/ e �I�val.tl OMB mr[ I 'r ba�,No Ga�M1J ' I'ly s ured,�M1 ... 5 . tl [ /.TI!n.s tl I .r:iN_t p@s+p a�RES .._ _e_�2. _.. .. �. .. I 1 �.sel"=n .,., L SetllomentC�ergat ]O�.ToIaIRealEs�eleBmketFees 533�6BO.B6 pai�Fmm �Nlslm olComminNn(ine IDO)xslal:owz: P9nie/sm �01.5 5 ' to � N5�1 - oc) 6e e.em Ponesal - .... 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EvenilyaumakepeymansonLme,canyouloen�oloncenxel �No. �Yes,i_cenns_�oamexlmumo�5 . ��rcyo�ma�wrme��o�o��e e�yo�,momniy �rvo. �va�,mers�m�rease�,�oea� � amo�mo..�em�v,���Pai.rmeres..�amaneaae��s�.a�oo�.a a�omem �:niye o� .eerA -ms . mem.e.�m.,me�y,a�a�n�a�o�s . oo�ya�,ioa�na�sn v2aaymem Fa�y:v' �J No. 0 m:.v:,�rmoam ��v�eeaymemoe�a:Ni:s _ ooasyo��ri��eo�aa�uoo��y�e,ia �Na_Or�,vo�xa�aa�auo�aaima.,io�s o�e��� yea:o� TolelmonlM1A/amow�owetllnclutlinyw'cmwecmnn�paymer'.Is �youdonolhaw_emorvM1lyet oWpaymon�(orllans,suc. aspvvperly lazss aM M1omaoWneh Insu'enc¢You mus:pey Nese P_ms Nrecllyyo�rsell. �You�seane�itli�io, � �nUl�e . wpa�nnen a5 - Ihat�esul6 a�ctellnilalm�nlnty e ounlwle0 0�5 z . ��Thlsncluc_s p! fiT In6pel,In.r�es,ony moM1gn3a I'.su2n:e anc a.y Ilems o[.ecketl�slov[ �PmFarly�axes 'CJHa'neovmehlnsurencc ❑Eac]insu2nce �p�S .o es � e\�Ca[ Taxes No��,ur���r��a�.ya�amo�,aeo�w,zse�oemom ena.ea�n�oi.oa�1�.�..��o�mr��orm.nma�o�om�e vo�ria�anr. Certification ��o�i���ea o-om Huo-i� I have wrefwly raiewed the HUD-1 SeLL!emenl S�a[emen�antl lolhe best of my knowletlge antl'oeltof II is a hue antl accura;o s�etenent o!all receipts and dlsbursements mede on my acmunt or by me in this irensaction. I further certify that I have recelvetl a copy of tba HUo-1 Settlement Sle�emenL ./c� G, �Uc� Selleror �y � A , �f!/� Borrowec �-Q � �� Oate' �S-/`/-/5 Agenf Gr". Date �i� P ul L. Kean Diane .Clever,Co�ExecuVix Estale o!Uonaltl G Flagle 61� West Shatly Lara 295 Falrvlew SVee� Fnola, PA 1�025 Catllsle,PA 1]015 ' - �p� ��" Selleror ��ie� '� Y"`�`�` sorrower:`Jf.LU'CLC G� `U�CEl9 ozte: c� 14��IS n9ent ./.i /i.ct�u��bate�. e�K�s Vickie L. Kean � � Pame K.Votlets,Co-Executnx Esta:e of Donxld G.Flaole fi11 Wes�Shatly Lane 295 Fairvlew Strea! Enola,PA�9025 Catlisle, PA 1]015 The HU0.1 Settlenent vdF.lch I M1ave prepared Is e�me antl accurate accouct of this hen Gon. I have aosed orwiA causa ihe funds ro be tlisbursadin ecwrdaoce wilM1 Ihis sta[emenL � Date SeWementAgent Date' � �y � �arrell Q ethleis,Esquire WARNING: I�15 a crime to knowing:y make false s�atamen�s�olhe Unitetl Sta[es on�his o�any oNer � mllar form. PenelG�cpom m�Ndion can inclutle a 9ne antl ImpnsocmenL For tletails sae:Title 18 U S Code Secllon 1001 ana Section 1010. a...�soo es.�oenx� SCHEDULE B �# pennsylvania STOCKS & BONDS ��� I]EPARiMFNTOFREVENUF INHERIlANCE TA%RETURN AesioeN*oEceoervr ESTA7E OF FILE NUMBER Flagle Donald G 21-15-0461 an vroP�nvlmnOpownee wun nem o�eunmonnla mu.�ee ebnos.e on sm.aN.i. ITEM CUSIP VHWEAT�ATE NUMBER NUMBEF2 DESCRIPTION UNITVALUE OFOEATH 1 US Savings Bontls-Four Series EE-5100 face value each 400.00 p US Savings Bontls Interest-accrued to tlate of death 254.08 TOTAL(Also enter on Line 2. Recapitulation) 654.08 pt more space is needetl.atldtionai Oages of tbe sane size) Copyright(c)2012 torm soflware anly The Leckne�Group, Inu Form PA-1500 Schetlule B(Rev. 08�12) c� I 1 Y, —v�n�w�����+•ve��ani SERIES EE �. ---- ,s„ . ��r,�is�.,�, �a�� ' _ � llb 34 9022 . IO2 . 11991'�. +#�'' � p� DONALO f, fL/GLF A��� ' -" � � . 295 F4IPVIEN STREFT�. PBB PHIt �� � CARLISL[ �+ F4 1i013 FISL AGT US, i � c . . . . . �.. p1991� �i -Le. „ _� ,. . . , , r , NAR Ot. .. ,t �. -, �. . . # ``�"a "Vq� oLox SSC CL9G`E7 3 € T� '.._.. � . ; . P [ OcZ69-513 $$,} 4f � _��, �r eAio�,noup� 4R 9oi i;s9� � 1 laQ��'�"o�2b951�S23EE ,_ _ �• .. . ,;�„ ,r.� .. w ... . .:.. ,-.....�, . . �` 90259513523��• . . � � ' . I:OOOO90007�:04 � � � . �$ '� , I i ' �a!��amm��v.ea���n� sExLEs EE .. .cun;+v����;ar.csntc � �..�1]6 34 8422'i "f � 02, ����19911:. i4'J. � .' ,. .....a.. . " .. � . -. .. '�"�� i T ��DONALO G FL66LE� � -' �' � 295 F4I0.VIEX STREEi-. FRB VX7L . �, � _ �AGT US '�,� :, C4RLISLE { -�> PA 1TD13 FISL '� x NAR�04 3997' .. Y '_ ` I r_ . a . .... ..� �` ! —, ��Z�'VOO �OOLO0.EA' P. �LpGLEM d� ! iT� �.� -'� . �L 1 L OiL259-513 ,�524 EE. _ •� � '� .x..o,� � �nuasz9go�i96e 5'oi 3;s�a i � l�`Lo��` t � . " ' _ � �� C259513524EE ' r' 10259513524��' ' � �:000090D07�:04' ' � �-� r"'� — - ___ _, .. o : � . . : e a % a a ,,.,,� ��a R I �, —�L'���a�+�i SERIES EE , , � ��T����i ..... .. 1t6 34 8422 f'"i. . 03'�•u�'�L991 . �;,v : � ' > ; �_ �„ OQN4l0 G FLASLE � � 7 sryg e � �,295 F4IRVIEY ST$EET�, .� Fk8� VH61� -. 'Cl.0.LISlE ` ,l -': FA ]�013 � FSSC �AGS US � � �, ,::. � _ �. APR 05•�199;��� t M.rA4� ' .. � ` v. .n. � '490�DOLO4FSC�IU�L96LE7 H i � . T ' ,{ �� C OeCi08-564 461 6E _.__ �' .n..a eeSaael`UP.�J�h�A �o1Y3gs�'$ J� � lAti.�y' ' :. � ��. � � � ` L � — �:�„ � C308564441EE � ._.. r' 20308564441ii• CO�Oo400O7�:D4 __ ��� 'Y� „ _ — " , SERIE9 EF. =�S I 1 � a��nn �ea��+ . ... �� P� < <.1�. � l�� �1]6 34 8422 �o�, �3�� 1991. .� '... , . � i. ,. .. . .�. . .. . �� �DONRIO�G PLAGLEr�� � : u E ..��1 �Ta--19S F0.IRVLEM STf��'ET., , �' . .. .�r���GA0.LISLE ' F � 'r PA 1T013 � FIS[R?6TxUS} I y�4�ie. �. � � : a � r �EB 1�5 199} � I Y�� � �� I__� . ' ., � , �Op�DOlOiE� l� HL�IEH i 3 P�� 5 ". � � �aS�a.li3 II '$9�R°�325�§ o1a �a �; , �. . _ � � �R ., 3P� _ ��l,�,ti>E���zz9o�sEe - l' , '�;, � �..�� ` „ %ooaos000v�:oa ' " sozva � z9ovs� � ae.nsae sw�oe-ix� SCHEDULE E s� pennsylvania CASH, BANK DEPOSITS, & MISC. ��y oePAarMer�rorAe�eN�e pERSONAL PROPERTY INHERITANLE iP%REiI1RN RESIOENi�ECE�ENT ESTATE OF FILE NUMBER Flagle Donald G 21-15-0461 mu�ae me o.o�am mrnaano�a�a ino aam me v�«<em.rere r���oa ey�ne e:iaie PII p�opeM�e���lyowneE wll�Me tlgM ol survlvoMip mml b ElfcloaeE an¢�etlule F. ITEM VALUE AT�ATE NUMBER DESCRIPTION OF DEATH 1 Allianz-paymentfrompolicy#00070880379 307.75 2 Fahrney Bus Company-DecedenYs final paycheck 329.4� 7 Real Estate Ta:es-pro-rated credit as shown on settlement sheet 1.969.37 4 RelianceSWndard -PaymenlforPolityNumberK5U0001608 334.40 5 WeIlsFargoBankCheckingAccount#1000324154903-dateofdeathbalance 43,784.00 6 Personal Property, Householtl Goods antl Vehicle-appraised at 30,520.00 7 AAP.-refuntl from cancelation of service 84.OU 8 Comcast Cable-refund 28.66 9 Erielnsurence-carinsurencecancelationrefund 85.00 10 Humana -refund 398.40 �1 MetlicolnsuranceCompany-Refundo(premiumforpolicyG000M00U20611 184.56 12 USTreasury-20141RSWxrefund 2.372.00 TOTAL IAlso enter on Line 5, Recapitulation) 79,791.55 pi more space is neeeee,aadnonei paqes or�ne same size) Copyrigh[(c)2012 form software only The Lackner Gmup. Inc Form PA-1500 Schetlule E(Rev.OB-12) Crown Classic Banking° � Acmunt num6ec 1000324159903 � March 1,2015-March 31,2015 � Page 1 of 4 � pC�P1IDIDE 0098] I I II III� I I I I I I I I Questions? I�IId Illdl�dl �rv Ir I�I� II h d�il��i � rl dl u I k- < DONALDGFLAGLE Availablebyphonel4hoursaday,ldoysaweek� " Telecommunications Relay Services calls accepted '� DOLORES K FLAGLE 295 FAIRVIEW ST 1-800-742-4932 CARLISLE PA 17015-4358 TIl': 1-eoo-en-4e33 En espanol: 1-877-027-2932 '1�0 1-600-26&2288(6amfo7pmP7,M-f) Online: wellsfargnmm LM1'rte: Wells Famo Rxn'<,N.A.(345) P O.Baz G995 Vartland,OR 9R28-6995 0 You and Wells Fargo Account options ThankyouforbeingaloyalWellsFargocuslomecWevalueyourtms[inour Acheckmmkinmeboxinaimresyounovemese mmpanyandlook(orward[omn[inuingtoserveyouwithyourfinancialneedt m���er�ienteerviceswiinyouracmunrR). 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I i�GS:��.�67�..'.%cac`-��_-_-�n•rG'_/�_��c �_ ��7`-_. .� �G'G I� ._. . i'� c6/ Gr2c�P��sN2J1�'�L ... . . . . . __ . �L� ,`�L' ��� _ . . . . _. . . . ._ _ . . :12�6RGr'-��_�t�LLU�Z-t%L�'"Yf- -_ -. . . ��� ;l-r�����-���-.��_ __. __ _ _ T.`� _ , - . � .-���u�/�-�-� f��-���, >a��v,��; , �� �z �� ����' --_ _ �'�3��.�ola ,a` ��,��9F'�� __ _ _ ���C�?� y�9�/' - . _ _ _ _ _ -- ; _ _ . _ _ _ ____ _ � � " , �- _ _ _ - = - � � _ _ __ _ _ : � � _ : � _, , _ _ , � _ __ � + _ �� _ , _ �� _ _ _ _ _ _ . ae.ism ew ioens� SCHEDULE G �4 pennsylvania lNTER-VIVOS TRANSFERS AND [�� oePnarMer��oFaeveHue MISC. NON-PROBATE PROPERTY INHERITANCETA%RENRN RESI�ENTOECE�ENT ESTATE OF FILE NUMBER Flagle Donald G 21-15-0461 m�::�necwa m�:�o.wmv�e�ee a�e rnee n ma a�:�.rena aov o�a�emo�5 i mro�en a o�case mre.onne aev-isoo��.ye.. REM DESCRIPTION OF PROPERTV DATE OF DEATH �aFoeco's ExcwsioH TPXA9LE NUMBER }nE�onrior?aA sRea"SniRncNa"coPvoFi°oE�Eo°o°aaEa°iE'sini�. VALUEOFHSSET ��TEAEsi �1P^PP°c^a�E� VAWE 1 Allianz Annuity Policy#70677491 -nametl 108,542.% 108,542.54 beneficaries are decedenPs two step-daughters 2 Allianz AnnuiTy Policy#70880319 -named 715,087.49 115,087.49 beneticaries are decetlent's two step-daughters � FitlelitylnvestmentsAnnuityAccount#01481294898 - 67,7fi9.39 67,'169.39 nametl beneficiaries are decedent's hvo step- daughters 4 JacksonNationallRAAccountp10132'Ii'I55-nametl 13,752.41 13,752.41 beneficiaries are decedent's lwo step-daughters 5 Jackson National IRA Account#1013212097 �named 39,422.47 39.422.47 beneficiaries are decetlenYs two step-daughlers 6 LincolnFinancialAnnuityAccount#35-7142349- 43,740.91 43,740.91 nametl beneficiaries are decedent's hvo s[ep- daughters 7 LincolnFinanciallRAAccount#35-7142348-named 6,173.45 6,173.45 beneficiaries are decedenYs lwo step-daughlers e LincolnFinanciallRAAccount#F�709390'I -named 46,379.40 46,379.40 beneficiaries are decedent's two step-daughters 9 RelianceSWntlardAnnuityAccount#ATMG003749- 26,016.00 26,016.00 named beneficiaries are decedenCs lwo step- daughtere 10 RelianceStantlartlAnnuityAccountpK500001608- 109,048.18 709,048A8 named beneficiaries are decedenPs two step� dau9htere Total of Continuation Schedules See attachetl a es TOTAL(Also enter on Line 7, Recapitulation� 1,126,990.93 (It more space Is neetleQ atlaitional vages ot tne same size) Copyright(W 2009 form sokware ony The Lackner Group,Inc. Fortn PA-0500 Schetlule G(Rev. 08-09) Pw9510 EX��OBL9� SCHEDULE G t�f pennsylvania lNTER-VIVOS TRANSFERS AND `�J oEvnarMEN*araEvenue iHHeairaxce�rxaer�R� MISC. NON-PROBATE PROPERTY aesmEur oECEoervr continued ESTATE OF FILE NUMBER Flagle Donald G 21-15-0461 ITEM DESCRIPTIONOFPROPERTY OATEOFDEATH woFoecos excwsioa TAXABLE NUMBER �^'c�uoEuaMEoriwausrEaEErneiAaE�nlioe�sHiarooEceoE�urauo in*EaEsr iiFqpp�icqe�E� VALUE lnconlEorrRarvsFen nnacHacovroFrnEOEEoroaa�n�cs*nrE. VALUEOFASSET 17 RelianceStandardAnnuityAccount#K500004994- 171.56L78 111.561A8 named beneficiaries are decedent's two step- daughters 12 Reliance Standard IRA Accounl#ATMG002510 - 47.955.70 47,955.70 named beneFciaries are decetlent's lwo step- dau9hlers 13 Reliance Standartl IRA Account#K500001298-named 23.294.35 23194.35 beneficiaries are decedenPs two step-daughlere 14 Reliance5tandardlRAAccounttlK500007326 -nametl 7'1,941.86 71.947.86 bene�iciaries are decedenYs two step-daughters 15 Reliance Standard IRA Account#K500001327-nametl 96,971.52 96,971.52 beneficiaries are tlecedenPs two step-daughters '16 RelianreStandardlRAAccount#K500003150-nametl 12.489.09 12.489.09 benef ciaries are decedenYs two step-0aughters 17 Reliance Standard IRA Account#K500003158-named 16,833.41 16,833.47 beneficiaries are decetlenPs two step-daughters 18 RelianceSlantlardlRAAccounl#K500004632-named 61,08922 61,08922 beneficiaries are decedent's lwo step-daughters 19 RelianceStandardlRAAccount#K500005075-named 9,915.67 9,915.67 beneficiaries are decetlenYs hvo step-daughters 20 Reliance Standard IRA Account#K500005076-named 10,022.50 10,022.50 beneficiaries are decedent's two step-dau9hlers 2i VoyaIRAAccountN90438146-namedbeneficiaries 89,584.19 89,584.19 are tlecedenPs lv+o slep-daughtere Copyright(c)2009 Porm soflware only The Lackner Group,Ina Form PA-1500 Schadule G(Rev. 0&09) Troy H.Laodis,CFP LANAIS & CO.F7NANCIAI. SETtVICES,LLC 74 Wavt�'omfret Street Carlisle�PA 17013 (71'n 245-9522 Fax('71'�249-029fi Apri122, 2015 Accounts of Donald G. FIa�1e Comuanv Acct.No. Avorox. Value Allianz 70580319 $ 1J5,087.49 Non-Qvalified Allianz 70877491 $ ]08,5425A Non-Qual�ed Lincoln Fiozncial FQ7093901 $ 46,379-40 IRA Lincoln Financial 35-714234$ $ 6,173.45 IRA Lincoln Financial 35-7142349 $ A3,740.91 Non-Qnalified Reliance SWndard K500003158 B 16,833.41 iRA Relianee Standard K500003159 $ 12,489.09 IRA Reliaace Standard K500005075 $ 9,915.67 TRA Reliance Siandazd K500005076 $ 10,022.50 R2A Reliance Standard K500004632 $ 67,089.22 TRA Reliance Standazd K500001326 $ 71,941.86 IRA Reliance Standard K500001327 $ 96,971.52 llLA Reliance Standard K500001298 $ 23,29435 IRA ReGance Standard ATMG002510 $ 47,955.70 IRA Reliance Stsndnrd ATMG003749 $ 26,016.00 Non•Qualified Reliance Standard K500001608 $ 109,048.18 Non-Qual.ified Relipnce Standard K500004994 $ 111,56718 Non- QitaliFed Voya 90438146 $ 89,584.19 IRA FidelityInves[ments 01481294898 $ 67,169.39 Non-Qual.ified Jackson National 1013211155 $ 13,752.41 IRA IacksonNational 1013212097 $ 39,422.47 LRA IRA Total A 545,825.24 Non-Qvali6ed Total S 581165.69 Total $1,126,990.93 Regis�ered Rapresentative of and Securities ot7ered thro�gh Voys Financial Advisors, Inc,Member 54PC. l,endis�@ Co. I'inancial Services,LLC is nol a subsidiary of nor conholied by Voya Pinuncial Advisors. R�151E%.,��," gCHEDULE H � pennsylvania oEPnRrmeN*orr+EVEHUE FUNERAL EXPENSES AND '""Eq'�"""'"�RE�"a" pDMINISTRATIVE COSTS AEs oervr oECEOExr ESTATE OF FILE NUMBER Flagle Donald G 21-15-0461 Decedent's tlebts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT R q, Fl1NERALEXPENSES: See continuation schedule�s) attached 1,790.00 B. ADMINISTRATIVE COSTS: 1. PersonalRepresen�a�ive'sCommissions Name of Personal Representalive(s) Diane L. Clever Pamela K Yorlets SlreetAtltlress 65 East Main Street City Newville State PA Zio 77241 Vear(s)Commission Paid Waivetl p. nuomey's Fees Salzmann Hughes, P.C. 23,23828 3. Famity Exemption: Qf�ecetlenfs atldress is nol Ne same as claimanCs,aLLach explanation) Claimant Street Atldress Ci1y State Zio Relatiorehio of Claimant to Decedent 4. Pmba�e Fees 815.50 5. AccountanfsFees 6. Tax ReNm Preparer s Fees ]. Other Adm'misVative Cosis 21,369A4 See continua[ion schedule�s)attached TOTAL(Also enter on line 9, Recapitulation) 47,2'12.92 CoOY��gh1(c)2013 torm so(twere only TM1e Lackner Gmup,Ina Form PA-1500 Schetlule H(Rev_OB-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Flagle Donald G 21-15-0461 ITEM NUMBER DESCRIPTION AMOUNT �� 1 Hollinger Funerel Home 8 Crematory,Inc. -cremation services '1.790.00 H-A 1.790.00 Other Administra[ive Costs 2 AtivanceDisposal -garba9eservice 42.09 3 CenturyLink-telephoneservice�3/25/15-04124H5 28��� 4 CenturyLink-telephaneservice05/25/15-O6/24/15 28.81 5 CenturyLink-telephoneservice06/25115-07/24115 30.21 fi CenturyLink-felephoneservice04125/1 5-05/24H5 Z8�8� 7 Cumberlantl Law Journal-legal advertising fee 75.00 8 Met-Ed -eleclricservice4H4/i5-5/11/15 3�.49 9 Me4Etl-electricservice5N2H5-6/11115 99�39 �0 Met-Ed -electricservicefill2/75-7H3/�5 �6���8 17 Reserve-to be held(or final lite income tax returns,(itluciary income Wx returns antl 1,400.00 miscellaneous contingencies in ortler to adminisler[he estate t4 Roy Gottshall -personal property appraisal fee 175.00 13 Settlement Expenses for Sale ot Real Estate-as shown on settlement sheet 18,623.19 CopyngM(c)2002(orm soflware only Tha Lackner Group, Inc Form PA-1500 Schadule H(Rev_Fi98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Flagle Donald G 21-15-0461 ITEM NUMBER DESCRIPTION AMOUNT ib SW Barrett Real ESWte and Appreisal Service-real estate appraisal fee 375.00 15 TheSentinel-legaladvertising 201.16 16 UGIUtilities-gasservice3l20/75-4/21/15 Z�.49 17 UGIUtilities-9asservice4121/15-5/20/i5 13.50 18 UGIUtilities-gasservice5/20/15-6122/15 '14.49 19 UGI Utilities-gas service 6/22/15-7121115 �3.49 20 Unitetl Stales Post OHice-certified mailing fee for safe tleposil box invenlory 6.48 H-67 21.369.14 CoOYrigM(c)2002 torm sollware only The Lackner Gwup, Inc. Portn PA-1500 Schetlule H(Rev.6-98) Ren15II EX�I��-��) SCHEDULE 1 d�6 pennsylvania DEBTS OF DECEDENT, p�� °E"�fTNENTOFtEVENOE MORTGAGE LIABILITIES AND LIENS INIIERIiANCE iA%RETORN RESIOENi OECE�ENT ESTA7E OF FILE NUMBER Flaqle Donald G 21-15-0461 R.von a.oi.ma�..a ey m.e.�.a.m v�or m e..m mn rem:mee��o.ia a m.aa.o�oenn.m=wm�y��ra�me�a.a m.oma.:v.�..s. ITEM VALUE AT OATE NUMBER DESCRIPTION OF DEATH 1 Metlicolnsurance-premiumpayment 205.06 2 Met-Etl-electricservice3/72H5-4/73/15 �BZ.ZZ 7 SouthMiddletownTownshipMunicipalAuthority-water/sewerservice01/01/15-03/31/15 147.32 4 SouthMiddletownTownshipMunicipalAuthoriTy-waler/sewerservice04/07/i5-06/30/15 147.32 5 UGIUtilities-gasservice2/19/75-3/20/75 46.fi0 TOTAL(Also enter on Line 10, Recapitulation) 728.52 pr more spece is neeaee,aeelnonal pages or ine same ske) Gopyngh�(c7 2012 form soflware only Tha lackner Group, Ina Porm PA-1500 Schetlule I(Rev. 12-12) 0.EV�15ll E%���t-00� �. pennsylvania SCNEDULE J �)' OEPPRTMENT OFPEVENVE �HNEA�,a��E.,�AE.�R� BENEFICIARIES FNTOECEDENT ESTATE OF FILE NUMBER Fla le, Donald G 21-15-04fi1 NAMEAN�ADDRESSOF RELATIONSHIPTO SHAREOFESTATEAMOUNTOFESTATE NUMBER PERSONfS1RECEIVINGPROPERTV �ECEDENT (Wortls) (3$$) TA%ABLEDISTRIBUTIONS �'mclutleoulrighlspousal I• disMibutions,antltransfers untler Sec.9116 a 12 Diane L Clever Steptlaughter 50%of residue 4744 Enola 2oatl plus Newville, PA 17241 annuities/IRAs DeborahAHeckendorn �aughter None 228 Richland Roatl Carlisle, PA 77015 Pamela K Vorlets Stepdaughter 50%of residue 65 East Main Street plus Newville,PA 17241 annuities/IRAs To[al Enter dollar amounls for tlls�ributions shown above on lines 15 throu h i6 on Rev 1500 wver sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TA%IS NOT THKEN B.CHARITABLE AN�GOVERNMENTAL OISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE OISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form soflware only The Lackner Gmup. Inc. Form PA-0500 Schedule J(Rev. 01-10) LAST WILL AND TESTAMENT I, DONALD G. FLAGLF„ of Soutli Middleton Township, Cumbcda�d County, Pennsylvania, being of sound mind, disposing memory and flill legal agc, do hereby make, publish and declace this to be my Last Will and Testamen[, hereby rewking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debts, fimcral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest aod penalties thereon with respect to all pmperiy composing of my gross estate for death tnx purposes, whether o� not such property passes mider this Will, shall be paid by the Executo� or Executrix of my estate. Further, to 8ie extent that su�cient assets exist , in my estnte, any and all inheritance or other estate taxes, whether to non-charitable or charitable beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate prior to distriUution and no part of the taxas paid shall be prorated or apportioned among the persons or beneficiories reeeiving the tnxable property regardless of tax rate applica6le by law to caeh such persans or beneficiaries'. "C�VO. My Exewtor or Rxeeutrix may, at his or her discretioq compromise cloims, bon�ow money, rc[ain propeiTy for such length of [ime as he or shc may dccm proper, lease end sell property for such prices, on such terms, at public or private sales, ns he or she may deein proper, and invest eslate property and income �vithout restriction to legal investments unless othcrwise pmvided hereunder. I authorize and cinpower my Execu[or or Execuhix to sell any realty and/or person�lty owned by me at my deatl� end not specifically dcvised or bequeathed herein, at public or priv�te sale or sales and to givc gootl and sufficient dceds ,md/or bills of sale tlicrefor, in fee simplc, as I could do if living. My Executor oc Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, foe such period of time after my death as seems expedient to said 8xecumr or Executrix. THREE. I give, devise and bequeath all of my estate of whatever nature and wherever situa[e to my spouse, DOLORES K. FLAGLE, absolute. FOUR. If my spouse, DOLORES K. FLAGLE, does not survive me by a period of a[ least sixty (60) days, then I give, devise and bequeath the rest, residue and remainder of my estate in equal sha�es to my step-daughters, DIANE L. CLEVER and PAMELA K. YORLETS, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parcnt would have taken if living. A. My biological daughter, DEBORAH A. HECKENDORN, is specifically divestul, prohibited and excluded from taking any share of my estate under this Last Will and Testament. PNE. In the event of a commoii disaster causing thc death of myself, my spouse 2nd all of my children, without leaving surviving issue, all within a peiiod of sixry (60) days, then I give, devise and bequeath the rest, residue and remainder of my estate pursuant ro the inslestacy laws of the Commonwenith of Pen�sylvania. SIX. If, under any of the provisions of[his Will, pny principal becomes vested in a tninor, tny Execulor or Execu�rix, as the case mny bG including any adminishator c.t.a., shall have the disceelion cither to pay over sueh prineipal or any part [hereof to any parent of such minor, uny ovardian of the person or estnte of such minor, or any person with wliom such minor resides, or to re�ain the same ns h�istee of a powcr in trusl for the bencfit of such minor during his or Iror minority. Any of the principal Otus retained, und any of the income tl�erefrom, 0 including the whole thereof, may bc paid to or applied for the benetit of such minor from time to time in the diseretlon of the trustee of such power. When such miiior reaches majority, the funds so held shall be paid over [o such person, or, if he or she shall sooner die, to his or her legal �epresentatives. I� so holding any principal or income for a�y minor, the trustee of such power shall have all the rights, powers, duties and discretimis confetted or imposed upon my fiduciaries acting under this Will. I furtlier direct that no bond shall be reyuired fmm any person receiving a payment hereunder and receipt from such peeson sliall be a fidl discharge to the trustee of such powcr who shall not be bound to see to the application or use of such paymenL The trustee of such power sl�all be entitled to commissions at the rates and in the manner payable to a testamentary �rustee. SEVEN. I nominate and appoint my spouse, DOLORES K. FLAGLE, [o be the Executrix of this my Last Will and Testament. In the event that she has predeceased me, failed m qualify or is not able or does not serve for wliatever reason, I then appoint my step-dauglzters, DIANE M. CLBVER and PAMELA K. YORLETS, or the su�vivor of the two of them, ro be the substitute Co-Executrixes of this my Last Will and Testament, whereby the said substitute personal mpresentatives shall have the sa�ne powers as are given to the original F.xecuVix hercunder. EIGH'C. No person(s) shall bcnefi[ hereunder unless such beneficiaiy shall survive me by sixty (60) days. NINE. No 8xecutrix or Guardian ncting hercunder shall bc requircd to pos[ bond or enter s-ecurity in this or any otherjurisdiction. 'I'PN. No beneficiary may assign, anticipate or plcdge his or her interest in any inwme or principal held or disMbutable hereunder, tmd no beneficiaiy's creditors may Icvy, ett�ch or othenvise reach any such interest. i ELEVEN. If any person or institu[ion enlitled to shace in any distribution under the tenns of this my Last W ill and Testament becomes an adve�se party in any proceeding [o contest the probate of this Last Will and Testament, such peiso� or institution shall forfeit his, he� o� its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The shace of such person or institu[ion so forfeited shall be distributed as part of the residue hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. T�VELVE. This Last Will and Testament was made, published and declared in accordanee with the First Amendment to Agreement for Reciprocal Wills which I enteced into with my spouse, DOLORES K. FLAGLE, on March '�}'�, 2014, and shall be executed subject to the provisions contained therein. IN WITNESS W HEREOP, I have here�nto set my hand and seal this �T dxy of March, 2014. ,r//vr��+'� 2l �"h~/ /(SEAL) DONALD G. FLAGLE Signed, sealed, puUlished and declared by thc above-named person as and for T Last Will and Testament, in our presence, who nt snid persods request, in snid person's presence ond in thc presence of ench other have l�eeeunto set our names ns subscribing witnesses. �/.f,_( .��'.��.Vi. CICi��'i�� .— � ����� Y_ , ,_ � ACKNOWLEDCMENT AND AFFIDAVIT WE, DONALD G. FLAGLE, tCANDY L. COYLE and JENNLFER M. NEGLEY, the tcstator and witnesses respectively, whose names are signed to the foregoing instmment, being first duly swom, do hereby declare to the undecsigned authority tliat the testator siovncd and exewted the ii�strumei�t as his Last Will and Testament, and that lie had signed willingly, and that lie executed it as his free and voluntary act for the purpose herein exp�essed, and that each of the wiMesses, in Ihe presence and hearing of the tes[ator, signed the Will as a witness and thal to the best of their knowledge the testator was, at that time, eighteen years of a�*e or older, of sound mi�d and under no constrnint or undue influence. ,�,�.�.c�� �`� ���.`-, DONALD G. FLAGLE �-- --�� .L �'t'� 'l " �r�� KANDY L. C ' YLE % J NN�R M. NEGLE�Q � � COD4D10NWEALTHOFPENNSYLVANLA . . S5: COUNTY OF CUMBERI,AND � Subscribed, swom to and ecknowledged before me by DONALD G. tLAGLE, the testator herein and subscribed and sw� �fn to before me by JENNIFER M. NEGLEY and KANDY L. COYLE, witnesscs, this `f��dny of March, 2014. f���e��� � ,��,�>r����,,� � � l�n n�n �o� �s a� (a ela 5.Co r�a Notary Fubl� -�- So t�N�dlcton Tnp.,Cu i Gerlond Couny Nn'c�mm�a�exao-esnmez¢,mia Notar Public � •nemn,r o�nrs.dva,.�anss�tia;odnruorarve- Y S