HomeMy WebLinkAbout12-19-06 (2)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
AUCKER KENNETH G JR
401 NINTH STREET
NEW CUMBERLAND, PA 17070
__uun fold
ESTATE INFORMATION: SSN: 209-12-8056
FILE NUMBER: 2106-0523
DECEDENT NAME: WISE VESTA E
DATE OF PAYMENT: 1 2/1 9/2006
POSTMARK DATE: 1 2/1 8/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: OS/26/2006
NO. CD 007583
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $ 43.58
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TOTAL AMOUNT PAID:
$ 43.58
REMARKS: KENNETH C AUCKER
CHECK# 107
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REV - 1100 EX + (6-00)
*'
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
______.____.._ HARRIS~R<3.PA 1712.8-.ll6D...!....._______.._~__
~--- - ~-~----
----[JE"CEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
.... i Wise, Vesta E.
~ jDATE OFDEATH (MM-DD-YEAR) - i DATE OF BIRTH (MM-DD-YEAR)
~ OS/26/2006 I 11/21/1924
c 1(iFAPPLlCABLE)SURVIVINGSPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
--~.-Original Ret~r;'--
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2. Supplemental Return
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FILE NUMBER
I 21
.__.......l__COUNTYCODE YEAR_____~EB_l____
.. [-----SOcIAL SECURITY NliMBER ---~.-~- i ------
209-12-8056
. ~RETURN MUST BE FILED INDUPLICATE -THTtlE
REGISTER OF WILLS
~---~._---------_.~---~- .---- - ----- --------- ---~--
SOCIAL SECURITY NUMBER
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
12-31-91 -1-95)
-- ~HIS SECTION MUST BE COMPLETED. ALL CORRESPON
AME
Susan E. Lederer
h------.n- ---
rlRM NAME (If applicable)
Law Offices of Susan E. Lederer
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
06
0523
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o 3. Remainder Return (date of death prior to 12-1
o
1
5. Federal Estate Tax Return Required
B. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Atta
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CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
I COMPLETE MAILING ADDRESS
-I
I 4811 Jonestown Rd.
, Suite 226
- Harrisburg, PA 17109
--~---------
------- -- -------
TELEPHONE NUMBER
717/652-7323
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(1 ) 87,040.00
(2) None
(3) None
(4) None
~----
(5) 7,841.87
~--------- .
(6) 16,089.41
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(7) None
(9) 15,494.79
----~-- ----
(10) 940.73
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16,4 5.52
94,5 5.76
(13) !
(14) 94,5~
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(15)_1__
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13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
15.Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
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16. Amount of Line 14 taxable at lineal rate
17.Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rale
19. Tax Due
i 20. 0
94,535.76 x .045
x .12
x .15
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
(16)
(17)
(18)
(19)
Copyright 2000 form software only The Lackner Group, Inc.
>>BE SURE TO ANSWER ALL QUESnONS ON REVERSE SIDE AND RECHECK MATH<<
Form REV-1500 EX (Rev. 6-00)
4,24.11
4,24.11
Decedent's Complete Address:
STREET ADDRESS
401 Ninth Street
CITY
STATE PA
I ZIP 17070
New Cumberland
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 4,254.1
4,000.00
210.53
Total Credits (A + B + C)
(2)
4,210.5~
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3)
(4)
0.00
----f-
(5)
(5A)
(5B)
43.5~
'-'~-f-
43.5~
.....---------f-
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;............................................................................. 0 ~
~: ~::::~ ~h;e~;~:i:~~~s:~~e~~s~:~. ~~~". .~.~~. ~.~~. :.~~:.~.~. .t.r~.~.~f~r.~~.~. .~.~ .it:. ~~.~.~.~~;.'.'.'.'.'.'.'.'.'.'.'.'.'.'.'~~::::::::::: ::..... B ~
d. receive the promise for life of either payments, benefits or care?........................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................ ............................................................. u..................... 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?........................ ........................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE ~ETURN.
Under penelties of perjury, I deciare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and beiief. it is true, correct and com~ lete. Decl
preparer other than the pers,,-nal represen~ative_i!.~ased .<>n all information of which preparer has al1y knowledge,. ...nn __~____ ____ _______
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Kenneth C. Aucker, Jr.
aration
401 Ninth Street
Cumberland, PA 17070
SIGNATUREOFPERSON RESPONSIBLE FOR FILING RETURN
~.....,;t C. /h~
SiGNATlJREO'F'PREPARER'OTHER THA~RESENTATIVE
Susan E. Lederer
ADDRESS
, ~ l,iJ~
ADDRESS
DATE
~
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4811 Jonestown Rd.
Suite 226
Harrisburg, PA 17109
} d-./ /J-j ot
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 39116 (a) (1.1) (ii)]. The statutedoes 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 twenty-one years of age or younger at death to or for the use of a natu al
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 39116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 39116
1.2) [72 P.S. 39116 (a) (1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 39116 (a) (1.3)]. A sibling is definE d,
under Section 9102 as an individual who has at least one parent in common with the decedent whether by blood or adoption.
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--------------------- -~~---- ----------
....------..-.--------------.. ------_.~~--,..
ESTATE OF Wise, Vesta E.
FILE NUMBER
21 - 06 - 0523
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined ~s the price
at which property would be excnanged between a willing buyer and a wining seller, neither being compelled to buy or sell, both ha\~ng
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclose", on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
House and Lot located at 401 Ninth Street, New Cumberland, Pennsylvania, Parcel No.
26-24-0811-202, titled to James N. Wise (deceased) and Vesta E. Wise (tax assessed value
$87,040.00 X common level ratio factor 1.0)
TOTAL (Also enter on Line 1, Recapitulation)
VALUE A' DATE OF
DEITH
.__ __._._u_....____ ~_~
8 ,040.00
I
- - --- 1----
~ 7,040.00
J____
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Wise, Vesta E.
...~ ....
_] ...m..
FILE NUMBER
21 - 06 - 0523
._---.-- .--.--------..
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the rigt t of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
---1-----..
1 Household Goods
DESCRIPTION
2
Neumeyer Funeral Home (prepaid funeral expenses)
TOTAL (Also enter on Line 5, Recapitulation)
VALUE Al DATE OF
DEJTH
...m. .__m..~
200.00
,641.87
7,841.87
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wise, Vesta E.
SCHEDULE F
JOINTLY-OWNED PROPERTY
----_.~ -. .--.---
--.----------
I FILE NUMBER
I 21 - 06 - 0523
I
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
ADDRESS
RELATIONSHIP TO DECED NT
Son
SURVIVING JOINT TENANT(S) NAME
_.~---- ..
Kenneth C. Aucker, Jr.
IlnCI~d~ n~me ~~~~~FarMl~t51Fo~~r?tJ=a~r~?count nu~~~r DATE OF DEATH-~~~C~~- ----DA~~~ ~Dg:TH--
ior similar Identifying number. Attach deed for JOintly-held real VALUE OF ASSET INTERES-r; DECEDENT' INTEREST
lestate. '
07/06/2000 Certificate of Deposit held at Wachovia Bank, 14,985.49~--- 50o/~r------- ,492.75
NA, Account No. 247022041245328, titled to I
Kenneth C. Aucker, Jr. and Vesta E. Wise I
($29.14 accrued interest)
A
JOINTLY OWNED PROPERTY:
...--,-----,.--- -
ITEM . LETTER DATE
NUMBER FOR JOINT MADE
TENANT JOINT
1
A
401 Ninth Street
New Cumberland, PA 17070
4,665.771
12.527.54
50%
2
A
09/16/1989 Checking Account held at Wachovia Bank, NA,
Account No. 1000323095267, titled to Kenneth C.
Aucker, Jr. and Vesta E. Wise
10/05/2000 Certificate of Deposit held at Sovereign Bank,
Account No. 2335276388, titled to Kenneth C.
Aucker, Jr. and Vesta E. Wise ($30.41 accrued
interest)
3
A
50%1
TOTAL (Also enter on line 6, Recapitulation)
,332.89
,263.77
6,089.41
.
SCHEDll.E H
FlN:RAl.. EXPENSES &
ADMINISTRA11VE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~ENUMBER
i 21 - 06 - 0523
ESTATE OF Wise, Vesta E.
--..-- --
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
FUNERAL EXPENSES:
----------
Neumyer Funeral Home, Inc.
DESCRIPTION
----1---_...
I AMOUNT
1
2 Gravemarker
3 Funeral Luncheon
B.
I
I ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
State
Zip
2.
3.
Year(s) Commission paid
Attorney's Fees Law Offices of Susan E. Lederer
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Kenneth C. Aucker, Jr.
Street Address 401 Ninth Street
City New Cumberland State PA Zip 17070
Relationship of Claimant to Decedent Son
4.
Probate Fees
Register of Wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
Executor's expenses for mileage (100 miles @ 48.5 cents a mile)
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
7'B48~
69P,00
8~.42
i
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,
I
3,00~.00
3,50P,00
I
too
4 .50
*'
SchedUe H
Funeral Expenses &
MninistraIive Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Wise, Vesta E.
2
Register of Wills (filing fee for Pennsylvania Inheritance Tax)
I
l
· FILE NUMBER
21 - 06 - 0523
H 1-----
,
-- --+-::=
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3f.00
I
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Wise, Vesta E.
FILE NUMBER
! 21 - 06 - 0523
Include unreimbursed medical expenses.
-- -- ---------- ---
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
bill for household repairs
96.73
2
property taxes
844.00
TOTAL (Also enter on Line 10, Recapitulation)
940.73
REV-1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 06 - 0523
,_________u______. .....---.. RELATIONSHIPTOTAMOUNTOR$HARE
~. _. _~~~= ~ND ADDRESS OF PERSON~S) RECEI~I~~_PROP=_RTY_--+-.DO ~;~i;t~~~Je(SL___+-__~~ :STAT.1-=--_
TAXABLE D,STRIBUTIONS ('oo',de o"righ' "",,,,, """""0"') I I
Kenneth Aucker Son 100% of estate and
joint accounts
ESTATE OF
Wise, Vesta E.
NUMBER
I.
1
I
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropria~e, on Rev 1500 cover sheet
II. I NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
. BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
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AUG '24"E'~'06 10: 17 FROM: CUMBERLAND
TO: 18667327243
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AU.oSTAn Lf(l,o~ SI.ll'I'\.YCD,
o..eo..-..lIfin. c...m..d. N. J. 07018
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.Mode the 11th day 01 July
Xt"",tu", h.rmd1'<<l OM niMty (1990)
',bit"*, DELLA REBA WISE. Wido".
A N D
JAMES ~.. ,WISE and VESTA E. WISE, his wife,
. l", the yO"' ,
Cran.tor
(]ran.t6(!s
~~!!!.'~.d~~~!!~ ~~~!Gt"!.", o'c.t'OO)d 00110D-::- __::..:-.. DOUalS,
in.1uznd paUl. the teeef,pt whereofi, ~1'6by IJckn.otdedl!m, tM ,nl4 G7~"'CO' tl~es
hcrefrg ~ra.nJ; and convey to the ,"id. Gnsn.teu. their '" .. _. Ja.llln azul tU,~t"".
ALL THAT C2RtAIN lot of ground situate in the Borough of New Cimlberland'; 'Culllberland
County. Co_o1'l"ell;Lth o{ Pennsylvania. bounded and de.~rillecl,as.~lI,;I..lo~s...to ~1t:
B~GINNING at 3 point ,on the, northern line of Ninth Street. where the,western line
of thitt..n and five tenths (13.5) foot alley !Deerseets Ninth Straat; thance in
a northcrly direction;along the vestern line of said alley, on~ hu~drcd (100) feet
to e point on the sou~hern line of a ten (10) toot alley; thence in a westerly
direction along the 8o~thern line of said ten (10) foot alley. twenty-two (22) feet.
more or less, to a point, the intersection on the southern line gf ..id ten (10)
foot all~Y of the line ,running through the center of the partition wall of the
double fra.e dvelling house erected upon this lot and the lot adjoining on the west;
thence in a Boutherly'direction along s01d line through the center of the partition
wall of the Baid house. one hundred (100) feet. more or less, to a point on the
northern line of Ninth Street; thence along the northern line of Ninth Street, in
an casterly direction, twenty-two (22)'feet. more or lesa. to the place of BEGINNING.
HAVING THEREON ERECTED the eastern half of a do~ble two and one-half story frame
dwelling house known as and numbered No. 401 Ninth Street, New Cumberland. PA.
BEING the SaDe premises which G. Willl~ Hartman and Fanny L. Hartman, his wife,
by deed dated July 13;' 1942 aud recorded in the CVIlIberl,o.n<\ County Recorder'. Office
in Deed Book "0", Volume 12. Palle 171. granted and conveyed unto Robert Norris Wise
and Della Reba Wiae, his wife. The said Robert Norris Wise died August 1, 1970,
whercupon title became veGted in Della Rebe Wis., Grantor herein, by operation of
lav.
TIllS IS A conveyance fr01l\ par.tit to child.
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AlI"'24ef"'l0510:17 FROM:CUMBERLAND
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TO: 18557327243
~,,~ tho Imid.Or<mtClr WillW'arrrmt. "lenna11y
]" 1lIHuC'.. ltU.tl't,,( tile ,air! Orlmil'f lla 8
UII,ri 1If'.(11 UtI! d.ay alld year J/.r3t abo/'Il ",,.it/en.
the. prQPerty hpr"bg cO~.vt!lIed.
hereunto tet !In 'lalld
'J) ~ 'J.l1~ 7"/), .~/.
D:n:1I lIeba Wise
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~&tsnl"&t"'.t.lt~ of ',nn.1!lilllUtiQ}
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o;csStutl!: ~( CUlllberland
011 fill., the 11th
. Notary Public,
DEI.LA REBA WISE
drl/l 0/
July IfJ 90 . b~/t)"" m~.
the It.1/.der'l#ruttl ofll....,t. lH'rHJ"aU/I ""ProrM
A:IIDtW t(l ml! (or ...ti./GCtorU,I prolJf,.) to lUl ~~ 1W.non who.. MItJf! is
lMtrltmrnt,..nd ISIJknoNJ/erJ.ted tluJt B ~ ....c...," th. '''me
'tlbllcnbrltl to till! ""UlI,.
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/0" the PIU"K"~ u.~";'~~""f.t.fi"...f.." . ,
,- !'o.~/.,!~" :",~'~"
I.V ., ,/(,I:.~S WIIKItEO}/'. 1 hallt A~I'1l,.nw let mv .,....1 o"d Nota al .f!G/,' f.,' ::..:.~.~:!, "'" /,.
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A.rC111 VI 401 Niill:h Str..t. New Culllberlaod. PA 17PJQ , l;!"-.!'C I
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DistrictNo 26
Parcel_ID 26-24-0811-202.
MapSuffix
HouseNo 401
Direction
Street NINTH STREET
Owner! WISE, VESTA E
C/O
PropType R
PropDesc
Liv Area 1260
CurLandVal 20000
CurlmpVal 67040
CurTotVal 87040
CurPretVal
Acreage 0.05
CIGrnStat
TaxEx 1
SaleAmt 1
SaleMo 7
SaleDa 20
SaleCe 19
Sale Y r 90
DeedBkPage 0034R-00526
YearBlt 1916
HF_File_Date 10/18/2004
HF _Approval_Status A
Page ] of 1
Detailed Results for Parcel 26-24-0811-202. in the 2004 Tax Assessment Database
5c~d~.AJ# 14. \
http://taxdb.ccpa.net/details.asp?id=26-24-0811-202.&dbselect= 1
6/1 /2006
. NEUMYER.FUNERAL.HOME.lnc 717 233 6314
NOV-30-2006 08:56 AM
J\f ~ fJUJU!.Iiai, .1t.ome, J tu:..
1334 N. 2nd Street'" Harrisburg, PA 17102
(717)233-7814'" (717)233-6314
Patrick F.O'Brien Jr., Supervisor
~
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June I, 2006
Mr. Kenneth C Aucker Jr,
401 9th Street
New Cumberland, P A 17070
The Funeral Service for Vesta E. Wise
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we Can,
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWINO IS AN ITEMIZED STATEMENT OF THE SERVICES. FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE PUNERAL AR.RANGEMENTS.
Services of Funeral Di rector/Staff
Embalming
Other preparation of body
f:uneral Ceremony
Vehicle to transfer remains to Funeral Home
Hearse (Casket Coach)
20ga. Q88 bronze Casket
Sentinal Fibergllllls Lined Vault
Acknowledgement cards
Register Book(s)
Memorilll folders
Burial Clothing
THE COST OF OUR, SERVICES, EQUIPMENT, ANn MERCHANDISE THAT YOU HAVE SELECTED
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN
ACCOMMODA TION. THE FOLLOWINO IS AN ACCOUNTING POR THOSE CHARGES,
Opening Grave
Cemetery Equipment
Newspaper Notices. Local
Clergy/Mass Offering
Certified Copies of the Death Certificate
TOTAL CASH ADVANCES AND SPECIAL CHARGES SUB-TOTAL
P.01
PIe se
,51195,00
. $ 00.00
$ 55.00
S 55.00
S~30.00
S so 00
S20 J 0.00
$10 0,00
S18.00
$ 5,00
$ 5.00
$2 0,00
$fifi "',00
S8 0.00
$1 0.00
$ 1. 87
$1 0.00
$ 000
~1.2. Ul?
TOTAL COST of ALL SER VICES
MINUS ANY PA YMENTS I CREDITS
TOTAL AMOUNT DUE
TF.Fl.MS: NET eo OIYI, Afte. 60 Dlys \8% Jnlcrcal per annum on Unpaid Balance,
F'ax Transmittal
7/12/2006 9:11 AM PAGE
1/002
Fax Server
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ReferenceID: 1684260
Wachovia Bank NA
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
July 12, 2006
SUSAN E LEDERER
LAW OFFICES
4811 JONESTOWN ROAD SUITE 226
HARRISBURG, P A 17109
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: VESTA E WISE (SSN# 209-12-8056)
Date of Deatl1: May 26, 2006
Deposit Account Information
Account Account Date of Death Average Date Maturity Interest ,\ccrued YTD Date
Type Number Balance Balance. Opened Date Rate Interest Interest Paid Closed
CERIDICATE OF DEPOSIT 247022041245328 $14,956.35 7/612000 9/6/2006 $29.14 $182.02
LEGAL TITLE: VESTA E WISE
KENNETH C AUCKER JR
CHECKING 1000323095267 $4,665.77 9/16/1989 NIA 611912006
LEGAL TITLE: VESTA E WISE
KENNETH C AUCKER JR
· Due to system limitations, we can only provide a twelve month average balance on depository accounts.
Fax Transmission
7/12/2006 9:01 AM PAGE
1/001
Fax Server
:>X-
'.,-
~- ...-
~HOVIA.
Reference 10: 1684260
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
July 12, 2006
SUSAN E LEDERER
LAW OFF1CES
4811 JONESTOWNROAD SUITE 226
HARRISBURG, P A 17109
SUBJEcr: Verification I Confirmation of Account and Balance Information provided for:
Customer: VESTA E WISE (SSN# 209-12-8056)
Date of Death: May 26, 2006
Account
Type
Account
Number
Deposit Account Information
Date ofDeat:h Avenge Date
Ba.lance Balance" Opened
Maturity
Date
Interest
Rate
Accrued
IlI1erest
YTD
Interest Paid
Dare
Closed :
6/1912006 r
CHECKING
LEGAL TITLE: VESTAE WISE
KENNETH C AUCKER JR
1000323095267
$4,665.77
9/1611989
N/A
· Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
" Date of death balance does not include accrued interest.
· If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period
01~...1r\~
\
Audrey Troutt
Servicenter Associate
Phone: (540)563-7323
ssp; lit
. Fax Transmittal
7/12/2006 9:11 AM PAGE
2/002
Fax Server
- ;.>:X~
'.,-
.!'- "'--
~BOVIA.
RefeNnceID: 1684260
No Safe Deposit Box found for customer.
· Date of death balance does not include accrued interest.
· If date of death occurrs on a weekend or a holiday, date of death balance docs not include any transactions that were
made during that time period
O~..".l\~
Audrey Troutt
Servicenter Associate
Phone: (540)563-7323
ssp; at
5 cJ~vlL S ~ ""' ->
Sovereign Bank
Vesta E. Wise
209-12-8056
May 26, 2006
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Account #: 2335276388 Type: CD
In the name of: Kenneth C. Aucker, Jr. or Vesta E. Wise
Date of Death Balance: $12,497.13
Int.(YTD) from 1/1/2006 to 4/30/2006
Accrued interest to date of death: $30.41
Other Info:
Open date:
10/5/2000
$120.88
Page 1 of 1
-,
@@[P))f
Last Will and Testament
of
Vesta E. Wise
I, Vesta E. Wise, a resident of New Cumberland, Pennsylvania, revoke any prior wills
and codicils made by me and declare this to be my will.
Article One
Family Information
The members of my immediate family now living are:
Name
Relationship
Date of Birth
Kenneth C. Aucker, Jr.
Son
May 5, 1950
The members of my immediate family, now deceased, are:
Name
Relationship
Date of Birth
Bonnie R. Cvijic
Daughter
May 3, 1943
Though Robert Bourcheau (DOB: 11/13/1958), Cheryal Kenes (DOB: 4/30/1960), Kristin Cvijic
Plumer (DOB: 12/13/1972), Kelly Aucker (DOB: 4/15/1972), and William Paul Cvijic, Jr.
(DOB: 8/02/1965) are my natural heirs, I intentionally have not named them as beneficiaries in
my will. I have named one of my grandchildren, Kenneth C. Aucker III (DOB: 2/21/1979) as a
beneficiary under my will.
Article Two
Specific and General Gifts
Section 2.01
Disposition of Tangible Personal Property
I give all my tangible personal property, together with any insurance policies covering such
property and claims under such policies in accordance with a "Memorandum for Distribution of
Page 1 of 14
Personal Property" or other similar writing directing the disposition of such property, which shall
be dated and signed by me.
It is my intent that such writing qualifies to distribute my tangible personal possessions under
applicable state law.
Section 2.02
Contingent Distribution of Tangible Personal Property
Any tangible personal property not disposed of by a written memorandum, or if I choose not to
leave a written memorandum, I give such property not disposed of to Kenneth C. Aucker, JI. If
Kenneth C. Aucker, JI. does not survive me, then I give such property to John J. Kane. If John J.
Kane does not survive me, then I give such property to my grandson Kenneth C. Aucker ill. If
Kenneth C. Aucker ill fails to survive me, then such property shall be distributed to my residuary
estate. My Executor shall incur no liability to any party for any decision made by my Executor
with respect to either the division or sale of my tangible personal property, and any decision
made by my Executor shall be final and binding on all of my beneficiaries.
Section 2.03
Definition of Tangible Personal Property
For purposes of this Article, my tangible personal property shall include but not be limited to my
household furnishings, appliances and fixtures, works of art, motor vehicles, pictures,
collectibles, personal wearing apparel and jewelry, books, sporting goods, and hobby
paraphernalia.
Tangible personal property shall not include any tangible property that my Executor, in its sole
and absolute discretion, determines to be part of any business or business interest that I own at
my death.
Section 2.04
Ademption
If property to be distributed under this Article becomes part of my probate estate in any manner
after my death, then the gift shall not adeem on account of not being a part of my probate estate
at my death, and my Executor shall distribute the property as a specific gift in accordance with
this Article. If property to be distributed under this Article is not part of my probate estate upon
my death and does not subsequently become part of my probate estate, then the specific gift
made in this Article shall be considered null and void, without any legal or binding effect.
Page 2 of 14
Section 2.05
Encumbrances and Incidental Expenses of Tangible Personal
Property
Property being distributed under this Article shall be distributed subject to liens, securit
interests or other encumbrances on the property so distributed.
However, my Executor shall pay, as an administration expense, the reasonable expenses 0
storing, insuring, packing, transporting and otherwise caring for my tangible personal property
until actual delivery of each article of property to the appropriate beneficiary.
Section 2.06
Specific Distribution to Kenneth C. Aucker, Jr.
Upon my death, I give residence located at 401 Ninth Street, New Cumberland, Cumberland
County, Pennsylvania to Kenneth C. Aucker, Jr.
If Kenneth C. Aucker, Jr. should predecease me, then I give said residence to John J. Kane. If
John 1. Kane fails to survive me, then this distribution shall lapse and the property subject to this
distribution shall instead be distributed under the other provisions of my will.
Property passing under this Section shall pass free of any administrative expenses or death taxes,
. notwithstanding the provisions of Section 7.010f my will. However, property passing under this
Section shall pass subject to all liens, security interests or other encumbrances on the property.
Article Three
My Residuary Estate
Section 3.01
Definition of My Residuary Estate
All the remainder of my estate, including property referred to above that is not effectively
disposed of, shall be referred to in my will as my "residuary estate."
Section 3.02
Disposition of My Residuary Estate
I give my residuary estate to Kenneth C. Aucker, Jr. If Kenneth C. Aucker, Jr. fails to survive
me, then I give my residuary estate to John 1. Kane. If John 1. Kane fails to survive me, then I
give my residuary estate to Kenneth C. Aucker III.
Page 3 of 14
Article Four
Designation and Succession Fiduciaries
Section 4.01
Executor
I nominate Kenneth C. Aucker, Jr. as my Executor. If Kenneth C. Aucker, Jr. fails or ceases to
act as my Executor, I nominate the following in the order named as my Executor:
John J. Kane; then
Kenneth C. Aucker III
Article Five
Powers of My Fiduciaries
Section 5.01
Grant of Powers
My fiduciaries may perform every act reasonably necessary to administer my estate and any trust
established under my will. Specifically, my fiduciaries may exercise the following powers:
They may hold, retain, invest, reinvest and manage real or personal property,
including interests in any form of business entity including but not limited to,
limited partnerships and limited liability companies, and policies of life, health
and disability insurance, without diversification as to kind, amount or risk of non-
productivity and without limitation by statute or rule of law.
They may partition, sell, exchange, grant, convey, deliver, assign, transfer, lease,
option, mortgage, pledge, abandon, borrow, loan, contract, distribute in cash or
kind or partly in each at fair market value on the date of distribution, without
requiring pro rata distribution of specific assets and without requiring pro rata
allocation of the tax bases of such assets.
They may hold in nominee form, continue businesses, carry out agreements, and
deal with themselves, other fiduciaries and business organizations in which my
fiduciaries may have an interest.
Page 4 of 14
They may establish reserves, release powers, and abandon, settle or contest
claims.
They may employ attorneys, accountants, custodians of the trust assets, and other
agents or assistants as deemed advisable to act with or without discretionary
powers and compensate them and pay their expenses from income or principal or
both.
Section 5.02
Fiduciaries' Powers Act
In addition to all of the above powers, my fiduciaries may, without prior authority from any
court, exercise all powers conferred by this Will or by common law or by any fiduciary powers
act or other statute of the Commonwealth of Pennsylvania or any other jurisdiction whose law
applies to this Will. My Executor shall have absolute discretion in exercising these powers.
Except as specifically limited by this Will, these powers shall extend to all property held by my
fiduciaries until the actual distribution of the property.
Section 5.03
Alternative Distribution Methods
My fiduciaries may make any payment provided for under my will or under the terms of any
trust established under my will as follows:
Directly to the beneficiary;
In any form allowed by applicable state law for gifts or transfers to minors or
persons under a disabili ty;
To the beneficiary's guardian, agent under a durable power of attorney or
caregiver for the benefit of the beneficiary; or
By direct payment of the beneficiary's expenses, made in a manner consistent
with the proper exercise of the fiduciary's duties hereunder. A receipt by the
recipient for any such distribution shall fully discharge the fiduciary.
Page 5 of 14
1--
Article Six
Administrative Provisions
Section 6.01
No Court Proceedings
Any trust established under my will shall be administered expeditiously consistent with its
provisions, free of judicial intervention, and without order, approval or action of any court. It
shall be subject only to the jurisdiction of a court being invoked by the Trustee or by other
interested parties. Proceedings to seek instmctions or court determinations shall be initiated in
the court having original jurisdiction over matters relating to the construction and administration
of trusts. Seeking instructions or court determination shall not thereafter subject the tmst to the
continuing jurisdiction of the court.
Section 6.02
No Bond
I direct that no fiduciary shall be required to give any bond in any jurisdiction, and if,
notwithstanding this direction, any law, statute, or rule of comi requires any bond, no sureties be
required.
Section 6.03
Fiduciary Compensation
An individual serving as a fiduciary under my will shall be entitled to fair and reasonable
compensation for the services he or she renders as a fiduciary, unless the fiduciary waives such
compensation. Any corporate fiduciary shall be compensated by agreement with my Executor
or, in the absence of such agreement, in accordance with the corporate fiduciary's published fee
schedule in effect at the time the services are rendered.
A fiduciary may be reimbursed for reasonable costs and expenses incurred in carrying out its
duties under this agreement.
Section 6.04
Spendthrift Provision
Neither the income nor the principal of any trust estate established under my will shall be
assigned, anticipated, encumbered or alienated in any manner by any beneficiary; nor shall it be
liable for the debts or obligations of any beneficiary; nor shall it be subject to attachment,
garnishment, bankmptcy proceedings or any other legal process, or to the interference or control
of creditors or others.
Page 6 of 14
Nothing contained in this Section shall restrict In any way the exerCIse of any power of!
appointment granted in this agreement.
Section 6.05
Distributions to Incapacitated Persons and Persons Under
Twenty-Five
If my Executor is directed to distribute any share of my probate estate to any beneficiary who is
under the age of 25 years or is in the opinion of my Executor, under any form of incapacity that
renders such beneficiary unable to administer distributions properly when the distribution is to be
made, my Executor may as Trustee, in my Executor's discretion, continue to hold such
beneficiary's share as a separate trust until the beneficiary reaches the age of 25 or overcomes
the incapacity. My Executor shall then distribute such beneficiary's trust to him or her.
While any trust is being held under this Section, the fiduciary, other than an interested Trustee,
shall pay to the beneficiary for whom the trust is held such amounts of the net income and
principal as the fiduciary determines to be necessary or advisable for any purpose. If the
fiduciary is an interested Trustee, the fiduciary shall pay to the beneficiary for whom the trust is
held such amounts of the net income and principal as the fiduciary determines to be necessary or
advisable for the beneficiary's health, education, maintenance and support.
Upon the death of such beneficiary before that time, the fiduciary shall distribute the trust,
including any accrued and undistributed income under the provisions of Article Three of my
will.
Section 6.06
Maximum Term for Trusts
Notwithstanding any other provision of my will, unless sooner terminated under other provisions
hereof, any trust established under my will shall terminate 21 years after the last to die of me and
my descendants and the descendants of my maternal and paternal grandparents living at the time
of my death.
At that time, the remaining trust property shall vest in and be distributed to those persons then
entitled to mandatory distributions of net income of the trust and in the same proportions. If
none of the beneficiaries are entitled to mandatory distribution of net income, to the beneficiaries
then eligible to receive discretionary distributions of net income of the trust in equal shares per
capita.
Section 6.07
Representative of a Beneficiary
The guardian of the person of a beneficiary may act for such beneficiary for all purposes under
my will or may receive information on behalf of such beneficiary.
Page 7 of 14
Section 6.08
Ancillary Administration
In the event ancillary administration shall be required or desired and my domiciliary Executor is
unable or unwilling to act as an ancillary fiduciary, my domiciliary Executor shall have the
power to designate, compensate, and remove the ancillary fiduciary. The ancillary fiduciary may
either be a natural person or a corporation. My domiciliary Executor may delegate to such
ancillary fiduciary such powers granted to my original Executor as my Executor may deem
proper, including the right to serve without bond or surety on bond. The net proceeds of the
ancillary estate shall be paid over to the domiciliary Executor.
Article Seven
Tax Provisions
Section 7.01
Payment of Death Taxes
All estate, inheritance and succession taxes payable by reason of my death, whether or not such
property passes under my will shall be paid as set forth in this Section.
(a) Payment from Residue
Except as otherwise provided in this Section or elsewhere in this agreement, my
Executor shall provide for payment of all such taxes from my residuary estate as
an administrative expense without apportionment and shall not seek contribution
toward or recovery of any such payments from any individual.
(b) Protection of Exempt Property
In no event shall any such taxes be allocated to or paid from any assets that are
not included in my gross estate for federal estate tax pUrposes.
(c) Charitable Distributions
Notwithstanding anything in this agreement to the contrary, no death taxes
payable as a result of my death shall be allocated to or paid from any assets
passing to any organization qualifying for the federal estate tax charitable
deduction, or split-interest charitable trusts unless my Executor has first used all
other assets available to my Executor.
Page 8 of 14
(d) Property Passing Outside of My Will
Except as to Qualified Retirement Benefits, all such taxes imposed with respect to
property included in my gross estate for purposes of such taxes and passing other
than by my will shall be apportioned among the persons and entities benefited in
the proportion that the taxable value of the property or interest bears to the total
taxable value of the property and interests received by all persons benefited. The
values as finally determined in the respective tax proceedings shall be the values
used for the apportionment of the respective taxes.
(e) No Apportionment to Retirement Plan Assets
No such taxes shall be paid from or allocated to any retirement plan assets that
become a part of my estate or a trust established under my will or are otherwise
required to be included in my gross estate for purposes of such taxes unless there
is no other trust property available for payment of such taxes.
Section 7.02
Tax Elections
In exercising any permitted elections regarding taxes, my fiduciaries may make such decisions as
they deem to be appropriate in all the circumstances and my fiduciaries shall be under no duty to
make any compensatory adjustment as a consequence of any such election. My Executor may
also pay such taxes or interest and deal with any tax refunds, interest, or credits as it shall deem
necessary or advisable in the interest of my estate.
Article Eight
Definitions and General Provisions
Section 8.01
Definitions
For purposes of my will and for the purposes of any trust established under my will, the
following definitions shall apply:
(a) Adopted and Afterborn Persons
A legally adopted person in any generation and his or her descendants, including
adopted descendants, shall have the same rights and be treated in the same manner
under this agreement as natural children of the adopting parent, provided such
person is legally adopted prior to attaining the age of 18 years.
Page 9 of 14
A fetus in utero that is later born alive shall be considered a person in being
during the period of gestation.
However, a person's children or descendants shall not include an individual who
is such person's child or descendant by virtue of legal adoption if such individual
was adopted on or after December 31 st of the year following the year of my death
and is older than the oldest living child or descendant of such person on said date.
(b) Descendants
The term "descendants" shall include a person's lineal descendants of all
generations.
(c) Education
The term "education" is intended to be an ascertainable standard in accordance
with Section 2041 and Section 2514 of the Internal Revenue Code and shall
include, but not be limited to:
· Enrollment at private elementary, junior and semor high schools,
including boarding schools;
· Undergraduate and graduate study in any field at a college or university;
· Specialized, vocational or professional training or instruction at any
institution, including private instruction; or
· Any other curriculum, institution or activity that my Trustee, in its sole
and absolute discretion, deems useful for developing the abilities and
interest of the beneficiary including, without limitation, athletic training,
musical instruction, theatrical training, the arts and travel.
Education shall also include distributions made by my Trustee for expenses such
as tuition, room and board, fees, books and supplies, tutoring, transportation, and
reasonable allowance for living expenses.
(d) Internal Revenue Code
References to the "Internal Revenue Code" or "Code" or to provisions thereof are
to the Internal Revenue Code of 1986. References to the "Regulations" or "Regs"
are to the Treasury Regulations under the Internal Revenue Code. If by the time
in question a particular provision of the Internal Revenue Code has been
renumbered, or the Internal Revenue Code has been superseded by a subsequent
federal tax law, the reference shall be deemed to be made to the renumbered
provision or to the corresponding provision of the subsequent law, unless to do so
Page 10 of 14
would clearly be contrary to my intent as expressed in this agreement. A similar
mle shall apply to references to the Regulations.
(e) Per Stirpes
Whenever a distribution is to be made to a person's descendants per stirpes, the
distribution shall be divided into as many shares as there are then living children
of such person and deceased children of such person who left then living
descendants. Each then living child shall receive one share and the share of each
deceased child shall be divided among such child's then living descendants in the
same manner.
(f) Qualified Retirement Accounts
"Qualified Retirement Benefits" means any qualified retirement plan, individual
retirement account ("IRA") or other retirement arrangement subject to the
"minimum distribution rules" of Section 401 (a)(9) of the Code, or other
comparable provisions of law
(g) Shall and May
Unless otherwise specifically provided in this agreement or by the context in
which used, I use the word "shall" in this agreement as a command, directive or
requirement, and the word "71WY" in this agreement as allowing or permitting, but
not requiring, the taking or omission of any action.
(h) Other Definitions
Except as otherwise provided in my will, terms shall be as defined in the
Pennsylvania Probate, Estates, and Fiduciaries Code as amended after the date of
my will and after my death.
Section 8.02
Contest Provision
If, after receiving a copy of this paragraph, any person shall in any manner, directly or indirectly,
attempt to contest or oppose the validity of my will, including any codicils thereto, or
commences, continues or prosecutes any legal proceedings to set my will aside, then such person
shall forfeit his or her share, cease to have any right or interest in my estate, and shall for the
purposes of my will be deemed to have predeceased me.
This Section 8.02 shall not apply so as to cause a forfeiture of any distribution otherwise
qualifying for the federal estate tax charitable deduction.
Page 11 of 14
Section 8.03
Survivorship Presumption
If any beneficiary shall be living at my death, but die within 30 days thereafter, then such
beneficiary shall be deemed to have predeceased me for all purposes of my will.
Section 8.04
General Provisions
The following general matters of construction shaH apply to the provisions of my wiII:
(a) Governing State Law
My wiII shaH be governed, construed and administered according to the laws of
Pennsylvania as from time to time amended. Questions of administration of any
trust established under my will shaH be determined by the laws of the situs of
administration of such trust.
(b) Gender, Number, Captions
Words denoting the masculine or feminine gender shall be construed to mean or
include the opposite gender, and the singular form shaH be construed to include
the plural and the plural the singular, as the context requires or admits.
The captions of Articles, Sections, and subsections used in my wiII are for
reference purposes only and shaH have no effect on the interpretation of my will.
(c) Notices
Whenever my wiII caHs for notice, unless otherwise stated, such notice shaH be in
writing and shaH be personally delivered with proof of delivery, or mailed postage
prepaid by certified mail, return receipt requested, to the last known address of the
party requiring notice. The notice shall be effective on the date of personaIIy
delivered or the date of the return receipt. If there is proof of mailing and the
return receipt is not received, notice shall be effective on the date it would
normaHy have been received via certified mail.
(d) Severability
The validity or unenforceability of any provision of my wiII shaII not affect the
validity or enforceability of any other provision of my will. If a court of
competent jurisdiction determines that any provision is invalid, the remaining
provisions of my wiII shaH be interpreted and construed as if any invalid
provision had never been included in my will.
Page 12 of 14
- I
I, Vesta E. Wise, the Testatrix sign my name to this instrument on August 16, 2002, and
being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this
instrument as my last will and testament, that I sign it willingly (or willingly direct another to
sign for me), that I execute it as my free and voluntary act for the purposes therein expressed,
and that I am eighteen years of age or older, of sound mind, and under no constraint or undue
influence.
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V es~. Wise, Testatrix
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Signed, sealed, published and declared by VESTA E. WISE, the testatrix above named, as and
for her Last Will and Testament, in our presence, and we in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses:
Witnesses:
Address:
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Page 13 of 14
, ...
SELF.PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF DAUPHIN )
We, VESTAE. WISE,:')-...;':-:.L_t=,L.:= d..<-.~....- and~T, Crttc(
the testatrix and the witnesses, respectively, whose names are subscribed to the foregomg
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Will and that she had signed willingly and
that she executed it as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix, signed the Will as witness and that
to the best of each such witness's knowledge the testatrix was at that time eighteen (18) or more
years of age, of sound mind, and under no constraint or undue influence.
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&:EST A E. WISE
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Witness
Subscribed, sworn to and acknowledged before me by VESTA E. WISE, the testatrix, and
subscrjbed and SWrt to b~fore me by 'S---.s ""_ e. L.:- ,d,..-<! .--<. rand
k~ if J 'T . life d , witnesses, this 16th day of August, 2002.
Nolllrial Seal
Mind)' S. Ddliwr, NOf8f)' Pilblie
Lowtlf PIUlttlll ~" Dllllflflili ~illi{'y
My Commission Upif@s Apr, HI, iOOfi
Page 14 of 14
~
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Wise, Vesta E.
No. 21 - 06 - 0523
also known as
, Deceased
Date of Death 5/26/2006
Social Security No. 209-12-8056
Kenneth C. Aucker, Jr.
-_.._-_...~--_.~----_.."---,------.__._-,_.~---.._--_._---------------.----..- ._-. -------.-..-
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following
Inventory include all of the personal assets wherever situate and all of the real estate located in the
Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said
Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real
estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end
of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand
that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn I
falsification to authorities.
Personal Representative
Attorney:
Susan E. Lederer
Signature:
F"-.:o
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----------,-- :-)-=--
Kenneth C. Aucker, Jr.'~ ~b r.::J
/J/ J LJ. jl "~ fTl
-~----C-.---,r~- "'1' :-2; p__ C"")
'~'~-' rl~l -
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Address:
4811 Jonestown Rd.
Suite 226
Harrisburg, PA 17109
717/652-7323
Address:
401 Ninth Street
Cumberland, PA
----TJ(1
,~:J :11
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17070~::;:! --1
-0
_.
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1.0. No.:
44861
Signature:
Signature:
rv
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C>
Telephone:
Telephone: 717-774-5851
Dated:
l1J L51 '"' r
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Personal Property
Household Goods
200.001
Neumeyer Funeral Home (prepaid funeral expenses)
7,641.87;
Total Personal Property
$7,841.87
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$94,881.87
..
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Wise, Vest~
also known as
No. 21 - 06 - 0523
Date of Death 5/26/2006
, Deceased
Social Security No. 209-12-8056
Real Estate
House and Lot located at 401 Ninth Street, New Cumberland, Pennsylvania, Parcel
No. 26-24-0811-202, titled to James N. Wise (deceased) and Vesta E. Wise (tax
assessed value $87,040.00 X common level ratio factor 1.0)
87,040.00
Total Real Estate
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