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I I', " I' ," .' , , , d "If .II,', r!1 I"t " 1,1' J" ,. ,', " J' (\', , I " " I- t' ii, COM~F~:t.vm~oJ"JM'Il'b~ANIA ~, """ UAAAIS ~,PA 1112.~OllOI III "tr1.c,'.'{ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS REV- 11100 EX .111-1111 I !h C t C K K S C P o 0 R N R 0 E E S N - T FOR OATES OF OIATH AFTER 1aIJt/e, CHiCKHiRi IF A SPOUSAL 0 POVeRTY CIIEOII IS CLAIMeD FILE NUMBER 6)1 QeCEDENT'S NAME (LAST, FIRST, ANO MIDDLE INITIAL) Fr.omm W, Yvonne (;OUNTY CODE DECeDENT'S COMPLETE MlOAES9 89 Biddle Rd. Carlisle, VA 17013 Cumberland ~molndor RolUrR (lor dstos 01 doalll prior to 12-13-62) o 6, Fodoral EBtsto TAlC RolurR Roqulrsd __I. Tolal Number 01 Solo Ooposlt Boxos SOCIAL SECURITY HUMOr" 168-2/,,4209 X 1. Orlglnol Rolurn Counlr 04. 04.. D 7. Fuluro IntoroBt Comproml,", (for datoB 01 doalh aMBr 12-12-02) Docodonl Malnlalnod a living T'U9t (Allach s copy 01 Tlu91) Umlod EBtatB [KJ I. Docodont Dlod TostolO (Allach copy 01 Will) All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Marlin R. McCaleb, Esquire , r-. 9'1 ~55 YEAR NUMUEA COMPLETE MAILlNQ ADDRESS Law Offices - Marlin R. McC.aleb 219 East Main Stfj6t, v,q, Box 230 Mechanicsbur pA 17055'. (1) None (2) NonA (3) None (4) None (6) None TELEPHONE NUMOER R E C A P I T U l A T I o N (8) (7) (i) (10) 717-691-7770 1. Roal EBtalo (Schodulo A) 2. SIock9 and Bond9 (Schedulo B) 3. CloBolV Hold Slack/PorlnorBhlp Inlor09t (Schodulo C) 4. Mortgages and NoloB Rocolvablo (Schodulo D) 6. Cash, Bank DBpOBllo & MlscoUanoouB PO'Bonol Pro pony (Schodulo E) a, JolnUy Ownod P,opor1Y (Sohodula F) 7. TranBlor9 (Schodulo G) (Schodulo L) 8. Tolal Gro.. Ami. (lotolllnoB 1-7) i, Funoral Expon,oB, AdmlnlBtraUva COOIB, Mlscollonoou9 Exponse9 (Schodulo H) 10. DobtB, Morlgogo LlobllllioB, UonB (Schodulo i) 11. Tolal DoducUons (Iotolllnos 9 & 10) 12. Not VO/UJ of EBlato (IIno 0 mnuB IIno 11) 13. Charllablo and (lovornmonlal Boquo.ts (Schodula J) 14, Not Valuo Sub OCllo Tax IIno 12 minus IIno 13 16, Amount of IIno 14 tAlCablo at 0% rato (Includo volu09 from Schodulo K or Schedulo M.) la, Amount olllno 14 IAlCablo at 16% rato (Includo va/uB' Irom Schodulo K or Sehodulo M,) 17, P"nelpaIIAlC duo (Add IAlC from IIno 15 and Irom IIno 10,) 18, Crodlls/Sp POVBrt'( Prior Paymenls D/scount 0, 00 . 0, 00 . 0 , 00 Ii, IIl1no 10 Is groBI.r thon IIno 17, onlor tho dlll.ronco on IIno 19, This " tho OVERPAYMENT. [[) 0 !Chlck hl'llf you erl requeatlng I rerund 01 your overpaymlnt.1 20, IIl1no 17 IB grBalor Ihon IIno 18, Bnlor the dllloronco un IIno 20, Thl.I. Iho TAX DUE. A. Enlor tho IntoroBI on 1110 bolanco duo on IIno 20A, B, Enlor IhB lolal olllno 20 and 20A on IIno 208, ThlB Is Iho BALANCe DUE. M.kl Chlok P. abilto: Rlgllt., 01 Willi, Aglnt ~ ~ BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATM 4 4 Undtrp.nalllll 01 p'fJury, I d,cllft Ihlll hlv, ,.,mln.d Ihll rllur". Inchldlng .~complnYH\g IChldul,. and 1111.menll, .nd 10 th, bUlol my knowl.dgl.nd blll,f, n I, truI, corr.etand campl.It.1 dlcllll\hllall ,..Io.ta,. hU bun IIpollld 111111' m.rk.l.....lu., a,el'rlMn 01 PllP,fll olher lnan th, pIIIOn_lrlp,...nl_II...,11 baud on 11IIhformlllcn of whIChrllplflfhu.nyknowl.dgl, (16) T A )( C o M ~ T A T o N (18) SlotlATUAE OF PERSON RESPONSI~LE FOA FILING RETURN None 10,910.03 3 ,185.00 41,225.73 (I) (11) (12) (13) (14) (33,500.70) X,OO. 0.00 )(,16. Intorest 0.00 (17) (11) (Ii) (20) (20A) (20B) ~~\~jJ(L~LAk"'- SIONATU E OF PREPAREA OTHER THAN REPRESENTATIVE ADDRESS :1~1!,?~1!l.~. ['.'. _ I;'!'!'!'!'!'J..fl ~ !'Y. ~ y! .n.,!. ~P-"~~!'... _........ 89 Biddlo Rd, c~'riis'ie:' 'PA' "ijo"1~" -....... - - -.......,. -.,. -... AUOR[S9 .. J ~. ) (.It {.;~ xC {1;~{;'lJ,. Law Offic09 . Marlin R, McCalob 2"19" Ei;s t' i.jaii; 'si:i'~;et" '1;: 0': 'Bo;t '2j(j' -.. -"", ..........................J.................................. Mochanicsbul'p" VA 17055 Capyrlgl11 (c)1Il111 larm .aft"",m on I.,. C.nt,r f1I'r., Sollwa,., Inc, \ "'I 10 , 910,03 44,410.73 (33,500.70) None (33,500,70) 0.00 0.00 0.00 0,00 0,00 0,00 0.00 0.00 CAIE ~~ DATE - . 6, ,..' -yy Fa,m 1600 (A,v, 1 1.1111 , , \ , , LAST WILL AND TES~AMENT I, W. YVONNE FROMM, of the Township of Silver spring, County of Cumberland and Commonwealth of pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Co-Executors, as the case may be, hereinafter named, as soon as conveniently may be " done after my decease. , .. , ~ ('\ i. '-, ' , ',-, 1,,\',1111, ; ."H,II-1 H 1.\.: ,'.,L1\ SECOND. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my husband, THOMAS L. FROMM, absolutely and in fee oimple, if he survives me. THIRD. If, however, my husband, THOMAS L. FROMM, predeceases me, then and in that event, I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto to my children, namely: PAMELA SUE MEABON, CURTIS MICHAEL FROMM, and TPJ\CI LYNNE H!I.LTER, share and share alike, absolutely and in fee simple. If any of my said childr.en shall predecease me leaving lawful issue to survive me, then I order and direct that the share provided herein for such deceased child shall be distributed unto his or her said lawful issue, per stirpes, said issue to take the ancestor1s share by representation and " \ , , , \ .' " , , \~:".. . \ , I....', ["'1 [ ,<lIl,I!; tl I\.h::,\U:I; not per capita. Provided, however, that if any issue entitled to share in my Estate as provided in the preceding sentence has not attained the age of twenty-five (25) years at the time of distribution of my Estate, then and in that event I give, devise and bequeath the share herein provided for such issue unto the CCNB BANK, N.A., of New Cumberland, Pennsylvania, as my Trustee, IN TRUST NEVERTHELESS, to hold, manage, invest and reinvest said share and the income therefrom and to use and apply from time to time as much of the income and principal thereof as my Trustee, in the exercise of its sole and absolute discretion, may deem proper for the comfortable support, maintenance, care and education of said issuel and when said issue attains the age of twenty-five (25) years, his or her Trust shall terminate and the remaining balance of principal and accumulated income, if any, shall be paid over and distributed unto him or hel'l but if said issue shall die before attaining the age of twenty-five (25) years, his or her Trust shall terminate and the remaining balance of principal and accumulated income, if any, shall be paid over and distributed unto his or her then-living issue per stirpes and in default of said issue, the same shall be paid over and distributed unto my then-living issue, or their Trusts, as the case may be, per stirp&s and not per capita. Provided, further, that my Trustee herein shall hold all income and principal from any Trust herein free from all claims, attachments, jUdgments, executions -2- I ^~',' I" , ,\IU.ltl Ii " ~: ."l.LIl _ "'f _....., """.._.., and liens of every kind and nature by creditors of any beneficiary and no beneficiary shall have any power to anticipate, assign, alienate, pledge, charge or encumber the income or principal of said Trust. LASTLY. I nominate, const! tute and appoint my husband, THOMAS L. FROMM, Executor of this, my Last will and Testament, but if. for any reason he shall fail to qualify as such Executor or cease so to serve, then I nominate, constitute and appoint my children: PAMELA SUE MEABON, CURTIS MICHAEL FROMM and TRACI LYNNE WALTER, Co"Executors, to serve in his place and stead, all to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, W. YVONNE FROMM, have hereunto set my hand and seal to this, my Last will and Testament which consists of three (3) typewritten pages to _each of ) .....~..-:- ......:.0.. which I have affixed my signature this -'j.. , "./ 1.-. . day of A.D., One Thousand Nine Hundred Ninety (1990). .... . , / (SEAL) The preceding instrument; consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by W. YVONNE FROMM, the Testatrix therein named, as and for her Last will and Testament, in the presence of us, who, at her request, in her presence, and in tho presence of each other I have' subscribod our names 8G witnesses hereto. // ./.// ,;;." ) L Ie ~,~,t./i (f! (~/Il- <:,' _~' i {~......~__ N i 'I 'J' .~~,....j,~" "3- REV. tS'OEK+!a-e,) COM~N~l~~ll/'~~jhYANIA ESTATE OF SCHEDULE Q TRANSFERS Plea.. Print or T a FILE NUMSER W. Yvonne Fromm SS# 168.24.4209 07/24/1993 THIS SCHEDULE MUST BE COMPLETI!D AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES, ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER ~~~IU d~,~II~ 'd ~~~~: ~~~~~~:': r\~ :n'~; OF ASSET %INT, DECEDENT INTEREST 'III lonlhl ad d n d 0" n t., 1 Sprint Retirement Savings 10,910.03 10,910,03 Plan Savings Plus. . , , " , . , , , , " , , , " . - TOTAL IAlso onlor on line 7 Reolollulatlon\ 10 , 910.03 (II mora apace II needed, In88f1addlUonnlaheell olume Illa,) Copyright (~11'll form lot hr.'. anly Clnt., PlIlU Softwa,.. 'no, Parm 1100 loh,dule Q (Rty, I-I,. COM\'I.\l\l~~Ww.rANIA I TATI OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pleue Prlnt or Fill NUMBEA RIV- !lIlIK< II-II, W, Yvonne ITEM NUMBER A. Fromm SSIi 168-24.4209 07/24/1993 DESCRIPTION AMOUNT 1 Fun.r'll!Ipan...: Cremation Society of Pennsylvania, funeral expense. 870,00 I 8, Admlnl.lnUv. Co.\l1 I, PlHtOnal ReprGllGlltlUve Convr/a8lon. 0.00 SocIal !lecurlly Number 01 Personal Represent.lIve: 166-20-0559 Veil C'.omml88101ll paid _ 2, Anorney Fees 300.00 3. Family Exsl1'4lUon 2,000.00 Claimant Thomas L. Fromm ReI'Uonshlp Husband Addr888 01 Claimant .t decedent's death SUllt Address 89 Biddle Rd. CIly Carl~!! Stltl!L Zip Code 17013 4. Pro bats Fees 0,00 C. Mleclll.nlOul ExpenHl: 1 Register of Wills, filing 15,00 inheritanoe tax roturn, TOTAL Also Inter on 11008 Reo HullUon (II mors 'plCe II neo:Ied,In88ll .ddIUonl~ lheell 011101. IIzI,) COPY'lght(c) till .'olm .oflwttl onlv Clnl" PI.el 8oflwa"jlnc, . 3 185.00 Form laGO ach.d"l. H IRev, '."1 ". ItCY"1!I47 EX AFP 110.93* CDlIlllItIlEAl rn Of P1!NN$V1VAHIA IlEl'AR!HVll Of' RfV(1AlE IURl!AU Of INDIVIDUAl mn OfP!. 110101 IWllUlIUlll. PA 1111"0101 !lTATI OF FROMM VYONN FILE NO. DATIl OF DIATH 07-24-93 COUNTY CUMBERLAND NOTE, ro INSURE PROPER CREDIT TO YOUR ACCOUNT, SUIHIT THE UPPER pORTION OF THIS FORH WITH YOUR TAX pAYHENT TO THE REOISTER OF WILLS. KAKE CHECK pAYABLE TO "REGISTER OF WILLS, AgENT" REMIT PAVMENT TOI NOTICE DF INHERITANCE TAX AppRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAK ACN 101 DATE 07-25-94 MARLIN R MCCALEB ESQ 219 E MAIN ST PO BOX 230 MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 t AlIOunt R..Utod l CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... 'RiV:15'47. ii{" AFP"" r 1 <<i: 9i"i - NoYi c nip"YHHiiii i' Aicl" YA'X -A"PPRA"i iiii1iiii' -,- -;, Li:owAiicE - <<ili -" _._...._."".""- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX UTATE OF FROMM YVONNE W FILE NO. 21 94-0255 ACN 101 DATIl 07-25-94 TAK RETURN WAS, ( ) ACCEpTED AS FILED (Xl CHANGEO - SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.tot. (Sohodulo Al 2. stoOk. and Bondo ISonodul. I) I. Cloo.ly Hold stock/Portnar.hlp Int.r..t ISohodul. Cl ~. Hortgaoo./Not.. Roo.lvobl. ISonodul. D) S, Colhllonk Dope,lt./HI.o. p.r.onel Froporty (Sonodul. EI 6, JointlY Owned proporty (Sohodul. FI 7. Tron.f.r. (Sohodul. 01 I, Tot.l AII.h (1 (-, 11) (2) II) (~)- (II 161 (7) .00 .00 .00 .00 .00 .00 10,910.03 III 10,910.03 APPROVED DEDUCTIONS AND EXEMPTIONS I 9, Funarol Expon.../Amolnl.trotlv. Co.t.1 Hllo.11-.... Exp...... (Sohodulo HI 191 1.185.00 10, Dobh/Hort_ UobUIUo./Llon. ISohodul. II nOI 41.225.73 11. Tutol Doduotlon. (11 I 12. Hot Uoluo of T.. R.turn 1121 11. Chorltobl./Oov.rn.ont.l lequo.to ISohodul. JI Ill) l~. Hot Uoluo of E.tot. SubJlOt to To>< Il~1 NOTEI If.n a..g.'~.nt w., i"u.d pr.viou.ly, 11n., 14, 15 .nd/or 16 and 17 will r.fl.at figural that includ. the tatal of ALL r.turn, .e.....d to d.ta. ASSESSMENT OF TAXI --- 1&. ~t of Llna l~ to><obl. ot 6% rot. IlS) 16. Aaount of Llna l~ to.obl. ot 15% rot. 1161 17. prlnclp.l Tox Duo TAX CRIDITSI PAYHENT OATE 42,410.73 31,500.70- .00 .00 ,00 K. 06 . ,00 K,1& . nn ,00 ,00 .00 RECEIpT NUHBER DISCOUNT 1'1 INTEREST (-I AItOUIlT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTIlREST TOTAL DUE .00 .00 .00 ,00 . IF PAID AFTER DATE INDICATED, SEE REUE~E FOR CALCULATION OF ADDITIDNAL INTEREST. I IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE OUE A REFUND, SEE REUE~E SIDE OF THIS FoRH FOR INSTRUCTIONS.I - ,..., ,,' AlIERYATIDNI E.tata. of ~t. dylnt on ar blfar. DIc.-blr 12, 1912 MM Sf InY futur. Int.r..t In the ..tet. II t'In,flrred In POIM..Jon ar ",joVMnt to Cl... . (o~l1lt".l) bentHollrl11 of tM cNoldlnt .ftlr thl 'xPlr.tlon of InV' "'Ito far lifa or for YNrl, thl C~1th hereby .lCpr.llb ,'...rvII thl right to aPlltt... Itnd ...... 'tln,"r InhlrUenc. hxu at the IMfful Cl... I (collat"IO rat. on MY luch future tnt.rllt. _Of NOTICE I To fulfill thl requ!r....,tI of Seotlon 2140 of thl Jnhlrlttnel and elh" TIX Aot, Act 22 of 1"1. 7Z P.11 s.ollon Z1.0. PAvtENTI DttKh tN top portion of thlt HotlCI and .ubIIlt with your p.yant to the Rtlltt.r of M11l1 prtnttd on thl rlv.r.. tide. --1401<0 .ho<~ .r oonov .rdor povolllo t.. REGIBTEll OF HILLB. AGENT , All P'VMnt. rlO_lvld shill flr.t be ~l1ed to any Int.rut .mtch ..y be due with MY r...lnNt IPPlJtd to the tax. R!fU(tI (CAll Ii refu1d c), . taM credit, Nhlch wt. not reque,ttd on the TIIC R,turn, AVO be reque.ted by co.pllUng an "Applloatlon far W'fund of PlMullJlnlt InhlrltlOC' and E.tltl TIM" (AEV.nU), App1JCIUonl Ir. IVlllabll It thll OffiCI of the Allhtlr of WIUI, MY of thl 2S AlvenuI Dhtrlct OffiCII, or by cIUlnt the .peelll U.hour MINer I", 'Irvlce nuIbIr. for for'l ordering, In Penn~Ylvlnll 1~aOO.]62-20~a, outllde PtnnlvlVtnl1 end .,lthln 10011 Hlrrhburg .rl' (717) 117"40", TOO' (7l7) n2-2l52 (HI.rlng IIP.lred Only), OIJECTJOHII Anv p.rtv In Interllt not IIthflld with the IpfIrl1....,t' .l1owMCI or ~"'IION""CI of dlducUon., or IlIHllMnt of tu (Including dhcOlI'It or lntlrllt) ., .hown on thit Hotlel "'It objlCt within ,lxty (60) d.v' of realIpt of thlt NoUCI bVI ....wrltten prot"t to thll PA o.plrtllnt of A,VInUe, Baird of Apptl1t, DEPT. 211021, HlrrhbYrll, PA 11121-1011, OR --II~Uon to hlvl thl ..ttu detullnect It IUdIt of th41 ICCOU'1t of the perlCIMI repr","taUvI, Olt .......1 to tto. Orphlnlt Court. ADlIIR IITRATlI'E C_CTIDN11 Feotulll Irror. dhcovlrtd on thlt ...........t should be IMkIrt..1d In writing tal PA DIP,rt""t of RIVInUI, lur." of Indlvldutl TIICII, ATTNI pc.t A........,t Alvlew Unit, OEPT, 280601, Hlrrhburll, PA 17121' 0601 PhoM (117) 717-6505. SM P'" ] of thl bookllt "In.truotlon. for Inhtrlt.-.c. 11)( Alturn 'cr a AllldWlt Dlcldlnt" (REV.IS01) for an IMpllnltlon of ~lnl.trltlYllY correatahll ,rror.. INTERUTI If any tllC due I. Plld within thrH (5) c.lend.r IKM\th. aftlr thl cJacedent'l death, . flvl percent U:O dllcOW'lt of the tlX plld It allowed, Intlrllt It ohIre-d beglmlng with flr.t dlY of delinquency, or nine (9) ~th. end one (1) dlY frCMI thl clat, of dHth, to thl dati of Plvant. TIM" which bIc.. tJtllnquent b.forl Jenulrv I, 1912 bllr Intlrllt at thl rlt, of llIe (6X) percent per Il'V'IUI cllculltld It I dlUy rltl of .000164. All tl)lll whloh bee... dtllnquent on end Iftlr JlnUlry I, 1912 will bur Inter..t It . ratl Nhlch will vlry frOll clllndlr Vllr to oaltndlr Vllr with that rlt. tnnQUnOtd by thl PA OtPlrteent of Atvenue, The appllcabll lntlrl.t rltt. for 19.2 through 1994 Ir.. DISClllINT. '!!!!: Inttrllt Altl Ollly Int.,..t Faotar !!!or Intlrllt A.t. 0111'1 Int"..t FlOtar 1911 lOX .000"1 \916 lOX .ooom 1915 IU .oeml 1911 9X .0001\1 \9M llX .000101 1911-1991 llX .000101 1915 UX .000156 1991 9X .0001\1 1991-1,," 'IX .000191 "-Intlrllt I. c.lculltld I' follow'. INTEREST' BALANCE OF TAX UNPAID H NUHBER OF OAYS DELINQUENT H DAILY IHTERElT FACTOR .-Any Nottel 1..UId ,ftlr the tlX blOo", dlllnqulnt will r.fllot an lntlrl.t olloulltlon to flft"" CII) dlYI beyond thl d.tl of thl ......lint. If PIV.."t It Hde IftU the Interllt COllPUtlUon dltl .howl on thl HoUcI, Iddltlonll Intlrllt lU.t be Cllcul.tld.