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Home My WebLink About94-00750 No. 21 - 94 - 750 Estate of WII,MA MacDONALD I Deceased DECREE m'I)RODATE AND GRANT 01<' LETTERS AND NOW SEPTEMBER 23. 19~. In conslderollon or the petlllon on the reverse side hereor, sotlsroclory proor having been presented berore me, IT IS DECREED Ihot the Inmumelll(s) doted Docember 4, 1983 described therein be admllled to probole and n1ed or record os Ihe losl wlll or Wilma MacDona ld and Lellers Testamentary are hereby granted 10 Kenneth R. MacDonald, Jr. 7!/~ @. 1;jL,;A1 ~~AJIOm.G'to tJ-6. RCBI.leroIWllil . 'r!! MARY C. LEWIS FEES Probate. Lellers, Etc. ......... S Short Certlficotes( 1 ~ . . . . . . . . " S Remlnclotlon ................ S X-l'age S J .UU Bond 15.00 JCP TOTAL _ S 5 00 Flied .. ~.~~~: ..~~!. .l.~~'. .. . .. . . . m.,QO 445.00 45.00 Gerald J. Shekletski 840486 A1TORNIIY (Sup. Ct. 1.0. No,) STONE LaFAVER & STONE 414 Bridee St~.'New Cumbelrand. PA 17070 ADDRESS (717) 774-7435 PHONI! \1. 1', [, ~. ~~ '.;' .'! ~) UO Called attorney on 9-23-94. Thb is III n:rtil)' dl,l1 rhe II1flll'lll.llillU la'ft' ~i\t'11 i~ 1I11Ind~' IIlPIl'd Il'OlI\ .111 IIli,L:ill.d ll'llihl.lIl' III dt'.II11 duly tiled wilh IIll' .I~ I.ucld Hl'gi!llr.lr Thl' llIi,gill.lI ll'r1ifilall' will ill' IllIW,Htll"d fllll1l' .'-i',llt' Vil.i1l{nlllil.. (Hli\(, 111I" pl'IIII.IIH'llI lilillJ!. WARNING: Ills Illegal to duplicate this copy by photostat or photograph. Fl'c (or Ihi.. 'l'uifit.:.llc, $2.00 //' -- 6~ './ // ,,'.- "/-I_~'/~-!'~~":\!'-:.!~.'7L \',,1..1 il~,~.""" (I l'l>>: , ~_____ 2 512 9 7 9 I,,~_ No, ",....n!,",' 'i:F.f,n , 0: ,.,~ T _,- ".' / I .'1..,I...'I.~' ~ ,AUG 1 6 \094 1>.11" CJ-<j~~U) . /..-~ /7 :oJ:?-' "1:7/ ~?n4u /j, >a/;!.-u'l~.,.'t-J'.l<- CO....;;..(EALTH,OF PEHNSYIYANtA' DEPART"ENT OF HEALTH' VITAL RECORDS 0--- CERTIFICATE OF DEATH (Coroner) , " ,...-....u..,... Wilma ,.. ......., UNDl" I c. MacDonald ....... ..... IClQA4 .(;UNfY HUUIl" ., 059 10 3554 EWIOI1DCRH......o.r...... .August 15,1994 ., - - "'H ......""!'Ol Sep.-l.O, 1910 ..., .. 1Ie1i!bt!tt!l"Con. Germmy ------..-. ... H Cumberland ,"""- 0 ... 0 ::::00 -D11 :="'0 .~ftIM,""''MlM._ -White 1I.....--........Inl""""'1 Camp Hill ..'=:':-:'-=-:::2=r hanernal<er damstic fi.lRl.NT".Y~ADOM"~"_~"""'z.c--. OlCltlllff'l jtU~ 00rt 25th Street =r=HCI ClITp lIill, PA 17011 ...::::t" . .......,............. ".......... eOOBY van 1M - ..... CUrberland -' ...'M:.1ll'.... ,,.,0___...... .... .... ,NI!~~':: --..- C<<rp Hill Woltjen Lange --- ---Iii 010 ACTOOO jYo:d\Or,.'1M) o ugust 20, 1994 nm49-L ~'Ind7..""""''''--.'N'''''''''''''' ......""'- - -- --- ...Ill by ft) ..0 rNIt .. 0Nr....... .............. --. "'" 1'CIl.....1I'l....~...""""~PM,~ . ".'JI 1100 Con estive Heart Failure DUlYOlOftAlAc:c;NIOUlHC;I.Of} DtM YOplAlACOOlOAHCl Of): DUl1OjtJ\ ACCltMOUlHClOl): . ..-,........ ........ H .................uoA1O cowunclH"'...... ID "'D<R"' - ...0 ...0 - 0 - 0 .... .. - .....- """" .;0 ." CIuWI MI......... - ~~ --",_aldIII'l.Ntl___~Nlpcnuad"""Inl~.....12t ............=-..............1.....-............................................................. I"'" /,01/,/1 o 'Coroner .... ...... o Au ust 16 1994 >>10 IPCAl./A(lIII -'"''''.'''1lichael L. Norris,Coron"r ~ .., A~~h~~i~~g~rDri~:. 17055 cwuu ~ ..., . AHl)c:aIml'Y'IIIOPtf'tIIC:UM,..,....,bafI~*""'"".".,..~_fl...... ,...........,~......__......................allllI.......~.,....._.................................. .. 21 94 - 750 ';3 ~ -~~ r":. , .i't,>' rn( Cd _T_~, . " ,,0\.: ~--,: c::> t.!j, ~ '''l'''.' , .. Ll Bo- t.) (fW n::d .o::I- p" ';r , ,";;} :J Go ,> '" f_,' , IlLast fUlfIl' altO Qfcsta1tt.tnt OF WILMA MacDONALD I, WILMA MIlCDONALD, of the Borough of Camp lIill, Cumberland County, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all wills previously made by me. 1. I direct the payment of all my just debts as soon after my death as may be ~onvenient for my Executor hereinafter named. II. I direct that my body be cremated and that the expense thereof be reimbursed out of my estate. III . I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate unto my children, Kenneth R. MacDonald, Jr. and Mrs. Cristine Leggiero, to be equally divided. i ;) ~ P' ~ 0", s:: ,.",~, ., , ;:'~; ..~ t')"j~~; :,lei.! 0: IN REt ESTATE OF t IN THE COURT OF COMMON PLEAS OF t CUMBERLAND COUNTY, PENNSYLVANIA I ORPHANS' COURT DIVISION WILMA MacDONALD, deceased . . I NO. lJl- erL/ -7,su ORDER AND NOW, rll- this'~ day of August, 1994, upon consideration of the within petition, it is hereby ordered that Kenneth R. MacDonald, Jr., Executor of the Eetate of Wilma MacDonald, post a bond in the amount of $90,000.00 as security for the full and complete disCharge of his fiduciary duties according to law as said Executor. B#-.E COUR;.:., " (4C-.R J. "~""~U'i.~"~~~1i'W~t'~'~"tl;_lt?:4'Ji~:"'~:\!'i~:4ih1;";':~;~#\.~j~~;;;~i~~:l";~;i.~t;~#:,o;fcj.-i-l'&'i;-'f;R;':':~">;-;;""",:_~~~. '" . .____ " i I: ji , . Christine Leggiero, being named successor executor in the event that Kenneth R. MacDonald, Jr., was unable to serve as executor. 5. The decedent, in her will, did not specifically waive the requirement of a bond. 6. Kenneth R. MacDonald,Jr., and Christine Leggiero are the sole heirs and residuary legatees of the decedent. 7. As the executor in this matter is a resident of the State of West Virginia and none of the exceptions for requirement of the posting of a fiduciary bond under Section 3174 of the Probate, Estates and Fiduciaries Code are met in this case, the Register of Wills has requested that Kenneth R. MacDonald, Jr., as executor, post a fiducia- ry bond with the Register of Wills. 8. The decedent died holding real estate having an approximate fair market value of $150,000.00 situate at 205 North 25th Street, Camp Hill, Cumberland County, Pennsylvania, and approximately $600,000.00 in personal property. 9. Based upon the approximate values of the real and personal property added together, the estimated total state inheritance tax due to the Department of Revenue in this matter would be 6% of $750,000.00 or $45,000.00. 10. Your petitioner believes that a bond posted in the amount of $90,000.00, being twice the potential Pennsylvania Inheritance Tax due in this matter, is adequate, sufficient and appropriate. -2- - - . '~...~' ,... '-.' - ~".__.,- . ,......---.-. ---_._-- -..... r'-- " . .. 922281 UNITED STATES FIDELIlY AND GUARANTY COMPANY POWER OF ATrORNEY NO. 108651 #~ V 8 F+G" ,J 1I11111tl KNOW AU. MEN BY llII!Sl! PIlES&ITs: lbaIlINTrED STATES F1DEUlY AND OUARANlY COMPANY. a ..rpollllo. orpoizad.ud exllli.. uadcrthe &aWl ollbl StaLe ofMuylud &ad baviq ita priDcipal otrkc at 0.. City or8&JtiJDOrt,la the Stal. orMalylud. dotl btrcby coallinac ad appoiat Andrew Fedetz. Margaret H. Selway, Thelma H. Tucker, William E. Greenawalt. Jr. and Daniel E. Malloy oru..cilyof York . SlaIa or Pennsylvania i..lNcaodla...fidAllol1lC)'(.)olll-F.......blal...ir_ eapaciry ilmofW thaG ODe i. DIDMd above. &0 lip iu umr U lUreI)' 10, ad 10 CMaIW.1UI ud acbowled. aD)' ud aU boada, uodcrt&kiDllo coDllKU &Dd other wriuCQ iUlI\&DMDtJ Ia the Ulurt lMreof 01 be....'o(ll, Compuy I. ill bwca of ,su&IUlnLa. tilt fidelity olpcnou; I\WUteeiq Iht pcdormuct of cootracU; 1lId.,........ 0. _..Iq boocb aod uodcnallip _ired o.ptnoltlecll..." octloDl o.procccdiop oJloMd by Ia.... fa WilD... Wbc...r, u.. oalcIUNITED STA'reS FIDELITY AND OUARANlY COMPANY.... cawed W.I",NmC.,IO'" oaled....b ita.............. duly _edbyt'" xJ_ra oflu ScoJo. VI.. PrcUdc...od Aasl....'Sccrctary. W. 22nd doyof July .A,O.19 94. Ul/rrn0 STA'reS F1DEUlY AND OUAllANlY COMPANY "-' '>;;T*~T~:'= (~pcd) By........ .~J?:..J~~~~~::~~.~.~~.' ,"- -, Aui.....SCC.....,. S\ .\\\\' \\J / 11'\' Ootbla 22nddoyof July, ,(;"',0.19 94....ro.....~...... Robert J. Lamendola . ScoJo.VicePreoidCDlOfu..UNlTEDSTA'reSFlDflL!ry\~GUARANlY~.u-rY~d' Paul D. 'lilma .Aui..... Sc<rctuyofaJd~. witHolb of whom I ~~Iy acquahdcd. ~ ~s'lorb. ....raIJy duly ~~ IUl lbey. lb. aid Robert J. Lamendola .ud Palll ill: Sims \v. ......roopoct,i"'Iic.IIOrS.aIo.V1..Pre~aodu..Aabl.ooISc<rctuy of ,''' aid UNITED STA'reS F1DEUlY ANl)lIUARANlY COMPAlN.~/POIIll.. clcxribod Ia 1jitI'wIli.b.....ud lb. fo........ Po_of AIlolllC)'l1Ul dlty eacb bow u..... ofald "/P01Ill0.: tbol lb..... _.. ~ ~~"f A.....,...... ....b!\ijlp..lo' tetI, IUllt..... to_ by onlo.oflbc _ ofDirocto.. ofald _lIllo.. ud lUl'boy xJpcd tboIro... lb_a:/..iIU onlor to ScoJo.VI.. r.,,;lli.1lId AaJ..... Secrctuy. mpccti..ly. of'" Co_. MyCommialo........tbe 11th dqlo March, f!..:....b:-19 95. 8 0\ ..~~.\ J-'/' 5 (S/pod) . . ,~'{.o'\J ..... "'''N~ lhb Powuof Attonwy is put.cd uDder u4...~&Aority ortb. (oUowiD. R.esolutioD.adopted by the Board otDiRdofl ofth. UNITED STATES F1DEUlY AND GUARANlY COMPANY o. Sq>Icmblo. 24. 1992: RESOLVED.1Ul1a ......110. with lbe fidcll1y ud surely 1aIwu.. busIae.. oft... Compaoy. all bo.ds, ued.nallip. COIlIlacU aod ...... WUU....u Rla1iq to said busiDlII fDI)' be aiped. cxtaUd. &Del acbowledleel by persau orllltitic. appoilted as AUonlity(.}iD.Faa punuut 10 a POW'Cfo( AUomt)' iuued iZI accorduc. with IheM molUliou. Said POwtr(I) of AUonaC)' for ud 00 bcbaJrorth, CoII'Ip&D)' may ud. ahaU be c.uculcd La 1M DIlDO and OIl beblf'orlb. Comp.t.ll;)'. dlbtr by tbe C1laitmaD. or 1lI. Pmidc.., or &II EAccutive Vice PraideD" or. Staior Vice Pnaid,DC. or a Vi" PresideD' or.. Aubtu.t Vice PmideDL, Joilllly with lIM S<<r-tuy ora AIt.iet.... ~..ry. l1'V1~rth-i!~... dor!puti::1. Th; ~~"Uo.;. ,.: _L ",a:UI' h,,*, w Ctl",.vcd, pribleli or Utbopapbea.. la. 'lpllUIW 01 Ul;:b o(lIl. (ORloi.. officefl &Ad lbe N&I oCUl. Compuy II"')' be aft"Ulcd by CK,lmiJ'lo ut)" Powcror AttornC)' Otto &Dr "I1Uicaae nlatia. tIl.mo appol.DtlDl Au.orocy(.)oia-Facl (or purpo... Daly ohxccutJllI ud au,ldol boodlud uDd.rtakiAp &lid otbcrwritLap obllptory la lbe Wun th.reof, &ad, u~eallUblCqu.ody rnobd ud subject to III)' Umil&tioa. Nt fonb lbtfll.a, &II)' I\Icb Power of Auol1lty or cenif5ca1t bcaria, IUCb CacaimU. .Ipature or factimlJ. ..aI IbaU be valid ud biDdiq UpoD tII. Compl.D)' ud aD)' IUCII power 10 eMalted ud certified b)' IUcb Cac.imiJ..lpablre &Dd C&ctimU. Mal .b.tJ1 be ~Ud &ad hiDdill upoD lb. CompU)' with mpcct to u)' boDd or UDdtrtUiJl. to whlcb II II validl)' attacbed. RESOLVED, t!W AUoI'lley(.)-IDoFact JhaJI ha.... the po~ aod auLbority, WlI.u SUbNqutally mobd aad.1.a &D)' cut, tubJec1 to the temu &ad IlmitatiollJ oftb. Power of Al1olW)' luued 10 them. to cxmu ud dell...er OD bebl( of tII. Compu)' &Gd to aaacb tbe seal oClbe Col:q)u)' 10 u)' ud aU boDd. &ad uDdcrtakiop. aod olb.....riIl... obUplOlY I. lb....... lb....r, ud uy ....b 1........., ClleaIUd by IUCh Allomcy(.)olll-FacI alull be to blodlol upoo t'" Coq>&lly to IfoJped by u Eueutlvo Ofli... LId ocoJed LId tIlaIed.. by lb. Sc<1WIIIy ofu.. Colllplll)/. ~ Paul D. Sims . u AaJ....Secrctuyoftbo UNI11!D STA'reS F1DEL/lY AND OUAllANlY COMPANY. do h.reby ccnlfy Ib.&t lb. COflFl.a. i.. hue cxurpt Crom th. RelOlutioD oftbe uld Co~uy u adopt.ed by lu Board oCDirec:ton OD Sepllmber 24, 1992 &ad tb.&t tbit RelOlulioa I. Ua IUU Coree &Ad <<trlet. ~ ,... uockrdptdAuisuo's..nwy oru.. UNI11!O STA'reS F1DEL/lY AND <lUAIlANlY COMPANY do boroby..lIilY..... lb. ro..aol.. Po.....of Aaomey i.lI lUll Coree aDd.trm &ad !au 001 befl mocked. 1t:D IDT.llimoayWla.reo( I b..-'NlwmrJlctm. my blDdaad th.aca.l of STAtESFIDEUTY ANDGUARAmYCOMPANYoalbJ. 2nd da)' · ,"p'omber a.........~....:..~;,;:;;;.; STA'I1!OFMARYLAND) BALllMOREClTY ss: ) FS 3 (I()'92) --._~~-' ..t\.i.\1.ggi.ro.jnd\8-1. IN RE: ESTATE OF WILMA MacDONALD, deceased : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION : NO. :J/-'1t./-1S-0 JOINDER AND CONSENT I, Christine Leggiero, hereby join in the Petition Under Section 3175 of Probate, Estates and Fiduciaries Code to Set Amount of Bond filed in the estate of my mother, Wilma MacDonald, and consent to the posting of a fiduciary bond in the amount of $90,000.00 by my brother, Kenneth R. MacDonald, Jr., as Executor of the estate as security for the performance of his fiduciary obligations in the administration of said estate. (}u;; Yuti ~ . C~ISTINE LEd~ i /19 t/ (")() C' ;!.l L~J t'-.\ ,'-' ';'1 ).. ;,.~, , -.J DEe 0 1 199~ ~ AGREEMENT rCo! THIS AGREEMENT, made this )..?,) - day of 1) o{)~ I1h b..o r , 1994, . by and between the ESTATE OF WILMA MacDONALD, party of the first part, hereinafter called "Seller", and JOHN DUNKLE and NANCY M. HALL, parties of the second part, hereinafter called "Buyer", WIT N E SSE T HI The parties hereto, intending to be legally bound, hereby promise, declare and agree as follows I 1. Seller agrees to sell and convey to Buyer and Buyer agrees to purchase all of the real estate and improvements thereon known as 205 North 25th Street, Camp Hill, Cumberland County, Penn- sylvania, for the purchase price of One Hundred Thousand and NO/100 ($100,000.00) Dollars to be paid as follows I a. Five Thousand and NO/100 ($5,000.00) Dollars, the receipt of which is hereby acknowledged at or before the signing of this agreement. b. The balance of Ninety-five Thousand and NO/100 ($95,000.00) Dollars shall be due and payable at settlement by cashier's check, certified check or such other form of immediate available funds as is acceptable to Buyer. -1- I3tk,~, 'f A ments on or about the premises or the removal of any nuisance there- from. 7. Seller represents and warrants that no municipal or other governmental improvements affecting the premises are, as of the date hereof, in the course of construction or installation and to the best of Seller's knowledge no such improvements have been ordered to be made. B. Seller represents and warrants that all street paving, curbing and other municipal or other governmental improvements which have been constructed or installed have been paid for and will not hereafter be assessed and all assessments heretofore made have been paid in full. 9. This agreement contains the whole agreement between the parties and there are no other terms, obligations, covenants, repre- sentations, statements or conditions, oral or otherwise, of any kind whatsoever and it may not be altered, amended or modified other than in writing executed by the parties hereto. 10. Failure of Seller to insist on strict performance by Buyer of the terms of this agreement, shall not be construed as a waiver, release or relinquishment thereof. 11. In the event that any defects exist that would not make the title to the premises good and marketable as herein provided, Seller shall have a reasonable time to correct same after being apprised thereof by the Buyer. -3- I ~ , I I 12. All payments, notices and do~uments required by this agreement shall be sufficiently delivered, if mailed by certified mail, postage prepaid, return receipt requested or personally deliv- ered to one of the parties to this agreement as follows: (a) To Seller addressed as follows: Estate of Wilma MacDonald % Gerald J. Shekletski, Esquire Stone La Faver & Stone 414 Bridge Street New Cumberland, PA 17070 (b) To Buyer addressed as follows: John Dunkle and Nancy M. Hall % John E. Slike, Esquire Saidis Guido Shuff & Mas land 2109 Market Street Camp Hill, PA 17011 I I I I , i l I or at such other addresses at which the other party desires to receive written notice as directed in writing. 13. Buyer agrees that he has inspected the premises herein involved and no representations have been made by the Seller as the condition of the premises. The premises are purchased in the present condition. 14. Buyer warrants that no broker was instrumental or involved in any way in negotiating this transaction. 15. Seller warrants that no broker was instrumental or involved in any way in negotiating this transaction. 16. Formal tender of an executed deed and of the purchase money is hereby waived. -4- 17. Whenever used herein the singular number shall include the plural and the plural shall include the singular and the use of any gender shall include all genders and the words Seller and Buyer wherever used shall include their heirs, executors, administrators, successors and assigns, except where otherwise herein provided. The obligations, responsibilities and liabilities of the Buyer shall be both joint and several. lB. No delay or omission of either party thereto to exercise any right or power accruing upon any non-compliance or default by the other party with respect to any of the terms, covenants or conditions of this agreement shall impair any such right or power or be construed to be a waiver thereof. 19. Settlement herein shall occur on or before December 23, 1994, at the offices of Stone LaFaver & stone, 414 Bridge Street, New cumberland, Pennsylvania, or such other location as agreed to by the Seller and the Buyer. 20. Property taxes, fees for trash service and all other items involving the premises that are capable of becoming a lien on the premises on failure to make payment thereof or are customarily pro-rated shall be pro-rated as of the day of settlement. Township and county taxes shall be pro-rated on a calendar year basis and school taxes shall be pro-rated on the basis of fiscal year July 1 and June 30 of the following year. Any fuel oil remaining in the fuel oil tank at settlement shall become the property of the Buyer and is included in the purchase price. -5- [ . ~ I - I I I I I I I I \ I I D I I I 21. Buyer shall have the right, at Buyer's expense, to have the premises inspected for termites and similar infestations before settlement so long as same is done in ample time so as not to prevent settlement and in the event there is any active infestation at the tie thereof then the Seller shall have the option to correct the same or terminate agreement and return to Buyer all monies paid on account of the purchase price. 22. Buyer shall have the right at Buyer's expense to have tests made of the property for the detection of Radon gas and in the event Radon gas is present on the said premises to a degree that meets or exceeds the present day DER standards of four picocuries making the said premises dangerous for human habitation then Buyer shall have the option to terminate this agreement and have all monies paid on account of this agreement refunded, unless Seller, at Seller's expense, elects to take such measures to reduce the overall Radon level to four picocuries or less. 23. Time is of the essence in this agreement. 24. Risk of loss or damage to the premises from fire, storm or other causes shall be liability of Seller up to settlement; in the event such loss does occur which cannot be reasonably corrected within thirty (30) days from the date thereof then this agreement shall be null and void and down payment refunded to Buyer unless Buyer is willing at option of Buyer to accept the premises as damaged and have subrogated to Buyer all Seller'S interest in existing insurance -6- policies, all insurance information on premises to be delivered by Seller to Buyer on demand. 25. To the best of Seller's knowledge, all plumbing, heating, mechanical and electrical systems and equipment are and will be in proper working order at time of settlement. 26. This agreement shall be contingent upon the Buyer's obtaining mortgage financing in the amount of Seventy Thousand and NO/lOa ($70,000.00) Dollars for a term not to exceed thirty (30) years at an annual interest rate not in excess of nine and a half (9 ~%) percentum per annum. Buyer acknowledges that settlement is set for on or before December 23, 1994, and should Buyer be unable to obtain financing as provided above within said period due to the mortgage lender's failure to properly or promptly process Buyer's loan applica- tion promptly, in that event Seller shall have the right to declare this agreement null and void and retrain all deposit money paid by Buyer as liquidated damages for such breach. The Buyer shall submit a completed application for such financing to a reputable and responsi- ble mortgage lending institution within seven (7) days of the execu- tion of this agreement. In the event that the Buyer, after making such application, is unable to obtain a commitment for the financing set forth above on or before settlement, this agreement shall be null and void and subject to the restrictions set forth above, the deposit money shall be returned to Buyer. In the event that the Buyer either fails to make application for financing within seven (7) days as provided for above, then the contingency provided for in this para- -7- " " ..-: " " " ,,~. -' 1."',,,, " . I' 1< .t ,,,,\ ',-=.." " t- " '. f .I , 1\' f' . '. .. , i e . ,.\ t, I, .. .\ .. 1 ~ .' ') j ",:" ...,,: "J --,) . ': ., "---- ~...............jl(f.~..."'.,. ~ .,.,-'~.'" r....;~ '" I t " , , I I .. . . . ..t\=i.\=cdonld.exc\11-9. IN RE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF WILMA MacDONALD, deceased : NO. 21-94-750 PETITION TO EXCUSE EXECUTOR FROM ENTERING ADDITIONAL SECURITY UNDER SECTION 3351 OF PROBATE, ESTATES AND FIDUCIARIES CODE TO THE HONORABLE JUDGES OF THE SAID COURT: The petition of Kenneth R. MacDonald, Jr., Executor of the Estate of Wilma MacDonald, deceased, respectfully requests this Court to excuse him from entering additional security and in support thereof avers as follows: 1. On or about August 23, 1994, your Petitioner filed with this Court a petition under Section 3175 of the Probate, Estates and Fiduciaries Code to set amount of bond. 2. On August 26, 1994, this Court entered an order requiring the Petitioner to post a bond in the amount of $90,000.00 as security for the full and complete discharge of his fiduciary duties according to law as Executor. Petitioner has posted a bond in the amount of $90,000.00 as ordered by the Court. 3. Your Petitioner incorporates by reference herein all aver- ments set forth in the petition of August 26, 1994. 4. The Petitioner has entered into a written sales agreement to sell the real property of the decedent situate at 205 North 25th Street, Camp Hill, cumberland County, Pennsylvania, for $100,000.00. -1- A true and correct copy of the agreement of sale is attached hereto as Exhibit "A" and incorporated by reference herein. 6. The Order of the Court of August 26, 1994, and the bond amount of $90,000.00 were based upon the approximate values of the real and personal propertv of the decedent added toqether. 7. As the sales price for the real estate is less than the approximate fair market value of $150,000.00 averred in paragraph 8 of the Petitioner's petition of August 23, 1994, your Petitioner respect- fully requests this Honorable Court to excuse him from entering additional security. 8. Petitioner also requests this Honorable Court to authorize the payment of all proceeds from the sale of such real estate to him as Executor for the Estate of Wilma MacDonald as required under Section 3351 of the Probate, Estates and Fiduciaries Code. WHEREFORE, your petitioner, Kenneth R. MacDonald, Jr., respect- fully requests this Court to enter an order excusing him from entering additional security and authorizing the payment of the proceeds of the sale of such real estate to him as Executor for the Estate of Wilma MacDonald. Respectfully submitted, STONE LaFAVER & STONE r7~' ~..-:t:~,,// .fldZ4'm GERALD ~~SHEKLETSKI, Esquire LD. No. 40486 414 Bridge Street, P.O. Box E New Cumberland, PA 17070 Telephone: (717) 774-7435 -2- '7 -I oo-s . ..,e8t\ul\HACO.CRIS.REL ~ IN RE: ESTATE OF WILMA MACDONALD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-94-0750 LATE OF THE CITY OF CAMP HILL, CUMBERLAND COUNTY, PENNSYLVANIA RECEIPT. RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, CRISTINE LEGGIERO, being one of the beneficiaries under the will of WILMA MACDONALD, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of WILMA MACDONALD, in full satisfac- tion and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, CRISTINE LEGGIERO, do by these presents, remise, release, quitclaim and forever discharge the Co-Executors, their heirs, successors and assigns, from the acts of the Co-Executors as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thbreof, . i. II or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Co-Executors. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of ~1'I'~~ ' 1995. f? Cr. rf... ~ 'Y'\- ~ . Witness U U 1 ''/vn'~ ' r/u4 _f 'rir~A1r' CRISTINE LEGGIE COMMONWEALTH OF PENNSYLVANIA: 55: COUNTY OF CUMBERLAND On this, the /5?J- day of LkCb~r . , 1995, before me a Notary Public, the undersigned officer, personally appeared CRISTINE LEGGIERO, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purpooes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ,~~~d NOTARIAL SE/,L GERALD J. SllEKLW,ill\ Nol<ry Public New ClIllIbcllalld Ouro. GUmbOllaod Co. My Commission expires Nov. 0, 1996 '.", eDt\nl \HACU-I<E:N.REI. t::- ,\ IN RE: ESTATE OF WILMA MACDONALD LATE OF THE CITY OF CAMP HILL, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-94-0750 RECEIPT. RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, KENNETH R. MACDONALD, JR., being one of the beneficiaries under the will of WILMA MACDONALD, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of WILMA MACDONALD, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, KENNETH R. MACDONALD, JR., do by these presents, remise, release, quitclaim and forever discharge the Co- Executors, their heirs, successors and assigns, from the acts of the Co-Executors as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoev- er, and I do hereby consent to the discharge of the said Co- Executors. IN WITNESS WHEREOF, I day of ~~r have hereunto set my hand and seal thel.J~ , 1995. Witness ~J~ 1'~A ---'-' KENNETH R. MACDONALD, JR. COMMONWEALTH O~ PENNSYLVANIA: COUNTY OF CUMBERLAND SS: On this, the /sr day of L2zc:.u.-#er , 1995, before me a Notary Public, the undersigned officer, personally appeared KENNETH R. MACDONALD, JR., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. NOTARIAL SEAL GERALD J. SIlEKIHSI\I~ Nolary Pobllc New Cumberland Buro. ~umberland Co. My Commission hplres Nov. 0, 199B ~ ~~d'c4 r Nota~ Public / ,j . RF.V-73& EX AFP (12-95*, CDHHONWUlftl Of PEHHSVLIJANIA IJ(PAAlHENI Of R[v(HUE BUREAU Of INDIVIDUAL lAXEI MPf. Zl0601 HARRISIURG, Pi 111,a-0601 i ? 1'(,-' \ , '-- ACN 202 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE 01-02-96 EST TE OF MACDONALD WILMA FILE NO. 21 94-0750 DATE OF DEATH 08-15-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAVHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REHIT PAYMENT TOI GERALD J SHEKLETSKI ESQ STDNE ETAL PO BOX E NEW CUM8ERLAND PA 17070 REGISTER OF WILLS CUM8ERLAND CD COURT CARLISLE, PA 17013 I HDUSE A.aunt R..ttt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..... R-{v:7jii-Ex--AFP--{i2~95j-----.-.-NCificir-oF--DETE-RHiiiAfiCiN-AiiD-AS-SESS-HENif---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF MACDONALD WILMA FILE NO.21 94-0750 ACN 202 DATE 01-02-96 ESTATE TAX DETERMINATION 1. Credit For Stata Daath Taxes as Verifiad 36,101. 31 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 55,818.22 3. Inheritanca Tax Asseasad by Other States or Territories of tha Unitad States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 55.818.22 5. Pannsylvania Estata Tax Due .00 6. Amount of Pennsylvania Estata Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS I PAYMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 00 00 00 M ~~RP@1~c6[1~~0~Ho~ R0bjT~6~A~EY~~~~E~fDE C IF TOTAL DUE IS LESS THAN n, NO PAYHEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" YOU HAY SE DUE A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I (CR), PIJRPOS€ OF NOTICE , P.'tHEN'c REfUND (CRh ,. "1(' To fulfill thl raqulra.ent. of Sactlon 2145 (b) of ~ tnherlt~. end E.t.t. Tax Act, Act 22 of ."1. (72 P.I. SHUon 2145). Detach the top portion of thh Notice end .ue-lt with your PIYMftt to the RIghter 0' W1118 printed on the ravar.. aide. u Hab check Dr aonlY order Plvabl. tal REOISTER OF MILLS, AGENT. All Plpentl received ,Mill ba applied flr.t to any Intanlt .....Ich "V be ckN wlth any r...lnd... ~lIH to the tlX. .. r.fund of . ta. credit ..y be raque.tn by c..,I.Ung an "Application for Refund of P"""Vl".,la tnherltBnCI Met E.t,t. '.x" tR[V-UU). .pplluUon. at. Ivallabl, at the OfficI of the Right,,. of W1UI, any of the 25 Ravenue DI.trlct Off Ie.. 01'" Iroa the De9tlrtMnt'. Z4-hour ...verlng .arvlcl ~r. for for.. orderlngl In Penn,vlvanl, l-100-562-Z050, out.lda Penn,vlyanla end "I thin local Harrl.burg ar.. (717) 71'-1094, TDDI (717) 772-Z252 (Helrln8 tapalrad Only). OBJECTIONS. Any party In lnt.r..t not .atl.fled '11th the ......-.nt of t.x .a ~ on thl. notlc. .ay abJlCt within .Ixty (60) dlv' of r~alpt of thl. Hatlca byl --written prata.t to thl PA Dlpart_ent af Revenul, loard of App..I., D.pt. 211021, HarriSburg, PA 17121-10rl, DR --I.ecUng to hav. the ..tt.r d.t.ralned .t MJdIt of the per.onel repr......t.Uv., DR "''''appaal to the Drphan.' Court ADHIN" ISTRATIVE CORRECTIONS. INTERESTI f.ctual error. dl.cov.r.d on thl, ......eent should be Iddr....d In wrIting to. PA D.p.rt.....t af R.venue, aureto of Indlvldu.1 T.M.', ATTNI Po.t A......ant A.vl.w unit, Dept, r10601, Harrl.burg, PA 17121"0601, Phon. (717) 717-6505. S.. p.al 1 of thl book lit "In.tructlon. for Inherltancl r.M R.turn for I R..ldant Dandant" (REV"150l) 'or an aMpl."aUon 0' adlllnhtnUvalv corrie table arror.. Addltlon.1 P.nn.vlv....l. E.t.t. T.M .......d .. . r..ult 0' . chenga on thl Fed.r.1 E.tatl T.. clo.lng I.ttar blcoa.. d.1Inqu.nt at thl ..plrltlon 0' one (I) ~th 'rol the det. the 'In.1 not Ie. of thl Incr.... In F.d.r.1 E.t.t. T.. I. r.calvld. r.... Which blc... dallnquent b.'ar. Janu.ry 1, 1912 baar Intar..t at the r.t. 0' .1. (6~) p.rc.nt p.r ~ c.lcu1at.d .t . d.llv r.t. of .00016~. All t.... which bee... dlllnquent on or .,tlr January I, 19.2 will ~r Intara.t at a rata which will varv 'roa calendar ,..r to ~Iandar vaar '11th th.t r.ta announc.d by the PA D.p.rt.ant 0' R.vanul. Tha .ppllcabl. Int.rl.t r.ta. 'or 191r through 1996 .r.. 'till: ,,,t.,,..t D.t. nlll... ,,,t.,,..t F."t"" Xw' ,,,t.....t A.t. n.ll.. ,,,t...... F'1Il'.:tnr 1912 'U ,000541 1917 .~ .000247 1915 16iC .000411 Iftl"I991 1I~ .000501 1914 1I~ .000101 199. .~ .000247 1'(' U~ .000556 199]-1'94 1lC .000192 1916 I.~ .000274 1995"1996 .~ .000247 ulnt.r..t I. calcul.ted .. '0110'1" INTEREST . BALANCE OF TAX UNPAID X N~SER OF DAYB DELINQUENT X DAILY INTEREST FACTOR .....Any HoUc. luued Itt.r ttM tax b.cOll. d.llnquent will r.flect .... Intarllt c.lculaUon to ,lftaan US) dlY' beyond the d.tl 0' thl ......eent. If p.Ylant I. .eda aft.r the lntara.t cOlpUtatlon data ahown on the NotlcI, additional Internt .u.t ba calcuht.d. CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Wilma MacDonald Date of Death: Auguet 15, 1994 Will No. 21-94-0750 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on January 9, 1995. Kenneth R. MacDonald, Jr. P.O. Box 3602 Morgantown, WV 26503 Cris Leggiero P.O. Box 135 Thompson Ridge, NY 10985 Notice has now been given to rule 5.6(a). all persons entitled thereto under /?/ () {j' /_4--"" /"/~c d~ Gerald J. Shekletski, Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Date: J/f/fS- Capacity: Personal Representative x Counsel for Personal Representative ,., 5rE ,~ :<r 0 0' ~j~ ..., .., 0- (" - ... 1".:) :'. .1.......> '.','::.: ..., .' "'-;.' . - , ~ " .. :ii:! ~ ~} ,,, i.;.'i T2:~ -, c ;5 0 Ol . .n &l<l> ~ ~~ E 0:0: ~::> 00 " COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } y, }f' u: "oonoth II. Nncllonnl<l, .I r bolng duly Executor Hworn IH III Imn Nncllonnld according to law, dopo... and .ay. that h. of tho Estat. of lato or _~I!I~l,-l.!.lJ,l_~r.E'~!!\h_..,__,_ , Cumb.rland County, Pa., d.c....d and that tho within is an Inv.ntory mado by him , the uld Execu tor of the ontlro .stato of sold d.cod.nt, con.lstlng of all tho p.rsonal prop.rty and reel estate, exc.pt reel estate outsIde tho Commonw.alth of Ponn.ylvanla, and that tho flguro. oppo.ite o.ch Item of the Inventory repreunt It'. faIr value . as of tho dato of d.codont'. doath. 11--; ~ /7/1.~ c:..~i.,.t. ;;;(.'v1--~'v ( '. ~ .,LZc.t4 ------.---..-, 4,fJ ~ ~ .? ~ c -...- ._<--- nrn/d I:'~I '~f:,'" ----.- CEn,~:; n) ,. ': ,',' - I ;jl~ ~-ili"'l;)' Pu... Ie N!.;1'1' (~jlh;' I, :'::J ,., Jlt1.l:l:;lIl'I!I;,W'J Cn 1 My COflli1li:,';IJII ~,pilo3 1101,9, IDDO' D.... onth 19 7~- )/-1-/ /J L. '/((2"-'1/v\.t/V~ (\. ~11- onnoth R. enculor . ""..lftlt lucOonnld, Jr. P.O.Dox 3602 Sworn to and .ub.crlbod before mo, Morgnntown, wv "ddroll 26503 Date of Dealll _ 19q4 v.., INSTRUCTIONS I. An inventory mu.t be filed within thr.o month. after appolntmont of p.rsonal rJ::\.O.ntetJ1'i'" \!!'r-; \ t\ 2. A .upplom.nt Inv.ntory must ba fiI.d within thIrty day. of dl.cov.ry of addltlonll e,uts. ' 3. Addltlon.1 .hoets may be attached a. to personalty or realty .- ill 4. S.. Artlcl. IV, Flduclarl.. Act of /949. ~ ' N ..,. ::0 :J;1 n~ ", ~ ";.~ . ,-, . ,i ,<, . .... ';', -:"0'- :P~ '"J t..J J::. a. (i) 9. ~ ..,; w .. M ~ S CI <=> W .. 1f1 0.. U .. ... 0 VI .. <=> g w w C '" >- '" CI .. I :I: 0.. 0.. E ..,. I- .... U. .; '" Z .... ~ 0 0.. 0 , u. = W 0 < i- < N > Z '" Z 0 c C " - VI Z 0 0 '" U Z w < ... 0.. ." c - CI -.: 0 " .J:l ." ... " E 0 - .. !! .. " u: 0 ... U co Inventory of the real and personal estate 01 WIl.NA NACDONAI.D dsceased Real Estate All that certain tract of land with improvements erected thereon, situate in the Borough of Camp Bill, County of Cumberland and state of Pennsylvania, being known as 205 North 25th street, Camp Hill, which Arthur C. Hursh and Eleanor T. Hursh, his wife, by their deed dated August 29, 1950, and recorded August 29, 1950, in the Office of the Recorder of Deeds of Cumberland County, Deed Book l4-L, Page 533, granted and conveyed unto Kenneth R. MacDonald and Wilma E. MacDonald, his wife. The said Kenneth R. MacDonald died March 13, 1985, whereupon title be- came vested in wilma MacDonald, the decedent. The property was sold on December 23, 1994 to John Dunkle and Nancy M. Hall, as joint tenants with rights of survivorship and not as tenants in common, and Charles L. Myers and Doris R. Myers, husband and wife. $100,000 00 Personal Property Dauphin Oeposit Cert. of Deposit No. 80-0017063-9, Principal $50,000.00, Int. $98.63 Dauphin Deposit Wilma MacDonald Trust, Kenneth R. MacDonald, Jr., Trustee Checking Account No. 0010442928, Principal $48,723.76, Int. $35.24 Dauphin Deposit Wilma MacDonald Trust, Kenneth R. MacDonald, Jr., Trustee Checking Account No. 0061821950, Principal $65,657.15, Int. $99.83 50,098 63 48,759 00 65;756 98 1972 Dodge Sedan-Title No. A23365600 Surety Bond Insurance-refund on insurance premium Niscellnneous personnl property nt home of decedent stocks nnd Bonds in the decedents name (sce attached sheets) 100 00 90 00 500 00 766,490 B2 TOTAl. REAl. AND PERSONAL PROPERTY 1 ,031,795 43 !J-:-J'7h,H /1 1-~V ,/2 17. .. " .. INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) A[V.I~oon~ 11!.yI) w ~ .._VI U"''' ",II.U ,,00 U"'... 11.'" II. <( I.. :3z ",w "'0 oz uo II. z o ~ ~ ii: <( OJ w '" z o !i .. ::> II. :l: o u >< ;! fOR DATlS Of DIATH A"II 12131/~1 CHICK HIRI If A SPOUSAL POVIRTT CUDIT 15 CLAIMID 0 fIll NUMBlR .. z w o w lrl o ,~. :!V ~1...~.').'l\ " '. ;?u". (OMMOtlWEAltH Of p[rm~n\''''NI''' DlPARtMfNr Of REV(NUE OEPI 2S0bOI __,!~~~I~euAo, PA 17128 O~I ~ . NAM lloA 1 ,AN ""IDOl INII'" 21 COUNTY CODE M l . 9iI YEAR 750 NUMBER fIACIJONM.IJ. In I.flA sociAT$lcuAIT't NUMl[li 059-10-3554 205 N. 25th Street Cnmp 11111, I'A 170 II T~~~~~~~;:-l~)~~O~-~ 0 o 2. Supplemental Return COUll! Cllmherlnnd 11l1. 04. 03. m 5. Original Return Remainder Return (for do'e. 01 deo,h prior 10 12.13.B21 Federal Estale Tax Return Required Total Number of Safe Deposit Boxes [J 40. Future Inlerell Compromite (lor do'e. of deolh oker 12.12.82) D: 6. Decedenl Died feUate 0 7. Decedent Maintained a living Trust (Alloch copy of Will) (Alloch cop 01 Tru"1 ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TOI HAM M l MAl IN ,. R Limited Estate _8, Gerald J. Shekletskl, Esq. nUPHONf NUMB R Stone I.nFaver & Stone I' 0 Box E New Cumberland I'A 17070 774-7435 100,000.00 766,490.82 1. Reol E,'ole (Schedule AI ( 11 2, Sloch ond 80nd. (Schedule B) ( 2) 3. Clo.oly Held Slo,HPo,'no"hlp Inlere.t (Schedule C) (3) 4, MOrlgoge. ond Nole. Receivoble (Schodule D) ( 4) 5. Cash, Bonk Depalill & Miscellaneous Personal Property( 5) (Schedule EI 6, Joinlly Owned Propeny (Schedule F) 7. Tron.l... (Schedule GI(S,hedule l) 8. Total Gron Anellllolallines 1-7) 9. Funeral Expenses, Admlnlstrallve Calls, Miscellaneous Expon.e. (Schedule HI 10, Debt., Mong08e 1I0bilille.. lien. (5chedulo I) 11, TOlol Deduction. ('0101 line. 9 & 10) 12. Net Value of Estale (line 8 minus line 11) 13. Charitable and Governmental 8eques" (Schedule J) 14. Net Value Sublecllo Tax (line 12 minus line 13) 15. Amount of line 14 toxoble at 6% ra'e (In dude volu.. from Schedule K or Schedule M,) 16, Amount of line 1.4 taxable 01 15% rate (Indude voluo. from Schodule K or Schodule M,) 17, Prlncipol'ox due (Add loxfrom line 15 ond from IIno 16,1 18. Credit. Spousal Poverty Credit Prior Paymenh Discount + 50,000.00 + 2,631.58 19, If line 181. greolo' ,hon Iino 17, enter Iho difference on line 19. This is Ihe OVERPAYMENT. !i!0 20. If line 17 I, grealer thon line 18. enter the difference on IIna 20. This iSlhe TAX DUE. A. Enler the Inlorell on the balance due on line 20A. 165,304.61 ( 6) ( 7) ( 8) $1,031,795.43 (9)_53.071.08 4,561.00 (10) 57,632.08 974,163.35 .00 97~,163.35 58,449.80 ,. . (II) (121 (131 (14) (15) _9l4,163.35 lC ,06 = (16) lC .15 = (17) .2!l,1,49.80 (IB) 52.631. 58 (191 (20) 5.818:..22 (20A) 00 (20BI _5-,818.22 Interest CHock horo If you are rdquolting 0 rofund of your ovcrpaymont. 8, Enler ,he 10101 of lino 20 ond 20A on IIno 208, Thi. I. Ihe BALANCE DUE. Ma~e Check Payable tor Reglsler of Willi, Agent .... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH." Under penaltlos of perjury, I declare Ihal I haye e~Dmined Ihls relurn, Including accompanying IChe'dules and Ilalemenls, and 10 Ih. best of my knowledge and belief. it is Iruo, corroct and complele. I declare Ih f all real eslale has been reporled at true market value. Oeclaralian of preporer other Ihon the personal represenlative is balod on 011 informalion 0' which prep r has any knowledge. ' SI,GN TURE Of PERSON ,;!JPO~ IBlE fOR Ilt~ RETURN ADORE S DAlE __ ./ ~'~ (:,h~O, Box 3602. ~Iorgnntown, NV 26503 fffiP 7 ) f:i> "'. ~_..[m :;:~~fNATlV'~__.~_~~'.'S Oox o:J ) 17 ~f~=- . ~ ~ I PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. \D :<t N 0.. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, ....................................... b. retain the right to designate who sholl use the property transferred or its incame, c. retain a reversionary interest or .................................................................... d. receive the promise for life of either payments, benefits or care? ....................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. 3. Did decedent own an 'in trust for' bonk account at his or her deathL.................... 'o/~ 11'_ ,"s to:( :~~ ,j ",,' ) ...,. N d . .. . .J ...~ \,-" o r<: c.J CJ &!rJ: ~ , :\1 ..0 ;E .9:1 00 ~~ ,j YES ,J'g_ x x x x x x x Il(V~I~Ol("1'1UI I ,,~..~-h.'~l\ . _:'~~'u.. '. .CC:MMOtIW(AlIH 01 PlNNSVlVANIA INHflllUNC! 'h AnUIIN AUIDlNT D(~C(Dft-4~ ; j SCHEDULE A j REAL ESTATE ,,-,-,c,nCCC-'~~"~~~--'='~u-'CFILE ~NUMjjEil"'~-""- ~- ~- - --~ -- ...__n... ESTATE OF" Wilma MacDonald _____2J_9_1:-7~~L_______________ IPr;p;;jvlol;;tl;.~';"od ';ljh-Rlghl~iS~r;I~;;;;hl;' m~;tb~-di;~I~t~d;;;; 5~h;duT;FI All ,oalutal. .hould b. roporl.d at '01, mark.t valu. which Is d.fln.d a. the price at which property would b. exchangld b.tw..n a willing buy.r and a willing ..n.r, nelth.r b.lng comp.lI.d to buy or ..II, both having rea.onabl. Jcno~II.~g!..o.'-~~._!~~_~_~~~)~~t...!.-______~__ ,_____ _ ~___ --~di~E~-I- --" -- --- -- DESCRIPTION VAb~EO~lftTE --- --1---- -_..~_.____ __~__.._.,___,____________._____ _ _~__________. 1. 1 All that certain tract of land with improvements erected thereon, situate in the Borough of Camp . Bill, County of Cumberland and State of Pennsylvania i being known as 205 North 25th Street, Camp Bill, whi h I Arthur C. Bursh and Eleanor T. Bursh, his wife, by , their deed dated August 29, 1950, and recorded Augus i 29, 1950, in the Office of the Recorder of Deeds , of Cumberland County, Deed Book l4-L, Page 533, i granted and conveyed unto Kenneth R. MacDonald and Wilma E. MacDonald, his wife. The said Kenneth R. ; MacDonald died March 13, 1985, whereupon title be- came vested in Wilma MacDonald, the decedent. The property was sold on December 23, 1994 to John Dunkle and Nancy M. Ball, as joint tenants with /rights of survivorship and not as tenants in common, and Charles L. Myers and Doris R. Myers, husband and wife. $100,000.00 -! ~ -----;~!ALI;I~::nl.!_..nli~. -'-._~~~~Jt'J!.O'lo~L _______ ,,_-C~-ioo,-ooo~(i 0 Rl)'.1503 u:. '....&1 ~.J".~(\ ~1!l1C'u.: COMMOtlWfAl1H 0' PlNN$nVANIA . IUHUlfANCE Uk IUUIN RUIDEN'lnCfDENt SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Wilma MacDonald 2194-750 (All property lolnlly-owned wllh RighI of Suruluonhlp mu.t be dl.clo.ed on Schedul. F.) ITEM NUMBER DESCRIPTION 1. VALUE AT DATE OF DEATH See attached sheets $766,490.82 TOTAL (Also enl.r on line 2, Recapllulation) (If more Ipoce is needed, insor' or/eli/jano' .hee'. 01 lame size.' S ASSETS IN THE NAME OF WILMA MACDONALD DATE OF DEATH, AUGUST 15, 1994 ITEM D.O.D. VALUE Stocks 200 shs. Beckman @ $27.875 per sh. accruals $ 5,575.00 20.00 10,050.00 5,062.50 39.00 200 shs. Burlington Northern @ $50.25 per sh. 200 shs. Comsat Corp. @ $25.3125 per sh. accruals 200 shs. Consolidated Edison Co. of New York, Inc 4.65% CUffi. Pref. @ $59.25 per sh. 1,000 shs. Consolidated Edison Co. of New York, $5.00 Cum. Pref. @ $a62.625 per sh. 568 shs. Corestates @ $28.1875 per sh. 200 shs. cubic @ $18.32750 per sh. 6,868 shs. Dauphin Deposit Bank @ $25.75 per sh. 400 shs. Delmarva @ $18.625 per sh. 200 shs. Detriot Edison @ $26.875 per sh. 99 shs. Dominion Res. @ $37.4375 per sh. 200 shs. Fruit of the Loom @ $24.9375 per sh. 200 shs. Peco Energy @ $27.8125 per sh. 200 shs. Phillips Pete @ $32.50 per sh. accruals 11,850.00 Inc. 62,625.00 16,010.50 3,665.50 176,851.00 7,450.00 5,375.00 3,706.31 4,987.50 5,562.50 6,500.00 56.00 200 shs. Monsanto @ $82.9375 per sh. 16,587.50 accruals 126.00 200 shs. United Jersey Bank UJB @ $28.5625 per sh. 5,712.50 200 shs. USF&G @ $13.8125 per sh. 2,762.50 10 shs. Virginia Electric @ $62.20 per sh. 622.00 648.362 shs. Fidelity Magellan @ $66.59 per sh. 43,174.43 900 shs. Eaton Vance @ $10.25 per sh. 9,225.00 ASSETS IN WILMA MACDONALD'S NAME CONT' ITEM D.O.D. VALUE stocks Cont' 2,546.149 shs. Smith Barney @ $15.76 per sh. 400 shs. PP&L @ $20.50 per sh. 279 shs. Uti1corp @ $28.75 per sh. 104 shs. Missouri Public now Uti1corp. @ $28.75 per sh. $ 40,127.31 8,200.00 8,021.25 2,990.00 12,750.00 6,375.00 45,722.21 29,094.68 5,349.80 7,625.00 2,000 shs. MFS Gov. Market @ $6.375 per sh. 1,000 shs. MFS Mu1timarkets @ $6.375 per sh. 9,545.348 shs. Openheimer @ $4.79 per sh. 3,513.85 shs. DMC Delaware @ $8.28 per sh. 1,375.27 shs. First Investors @ $3.89 per sh. 1,000 shs. Putnam Premium @ $7.625 per sh. Bonds 20,000-A11entown Sch. Dist. 8-5-91 6.6% 11-1-2002 018471CP-5 Interest 21,620.30 385.00 5,000-Bensa1em Twp. Series 1976 6.7% 11-1-98 PR1345 Interest 5,357.88 97.71 20,000-Bucks County G.O.B. 3-1-89 7.5% 118565KZ2 Interest 21,402.00 687.50 10,000-East Penn Sch. Dist. 12-15-90 6.875% 9-15-2010 274299 CS3 Interest 10,098.05 288.37 5,000-Lampeter Strasburg Sch. Dist. G.O.B. Series A of 1989 1989 6.9% 4-1-2009 513673 BT9 5,022.70 ASSETS IN THE NAME OF WILMA MACOONALD CONT' 1Dlli 0.0.0. VALUE Bonds Cont, 20,000-North Penn Soh. oist. 3-15-90 7.0% 9-15-2005 661517FP2 Interest $ 21,490.20 587.22 10,477.05 275.63 10,181.90 279.58 5,051.03 134.06 5,068.68 128.33 9,346.70 9,605.35 242.92 9,276.85 198.75 9,014.33 133.97 9,005.15 234.90 19,055.90 177.92 11,713.90 10,000-Reading Soh. Dist. GOB 4-1-88 7.35% 4-1-2008 755638LN1 Interest 10,000 southern Lehigh Soh. oist. 11-15-91 6.1% 9-1-2003 843279EA4 Interest 5,000-Northeastern York Co. 9-1-92 5.6% 3-1-2003 664707FB7 Interest 5,000-Northeastern York Co. 9-1-92 5.85% 3-1-2006 664707FL5 Interest 10,000-Bermudian Springs Soh. Oist. 4-15-93 5.25% 2-15-2009 0852230H5 10,000-Beth1ehem Soh. oist. 6-15-93 5.3% 9-1-2007 087365 KV3 Interest 10,000-Coatsvi11e Soh. oist. 9-1-93 5.3% 10-1-2009 190684FM7 Interest 10,000-Upper Montgomery Sewer Auth. 8-15-93 5.3% 5-15-2013 Interest 916116CYO 10,000-Oerry Twp. Soh. oist. 12-1-93 5.125% 9-1-2012 249901EX3 Interest 20,000-PA Intergov. Co-op Interest 708840-BF-9 55,000.00 Gov't National Mortgage Assoo. No. 0540B988 issued 08-01-79 @ 9.5% PUTNAM rNVESTMENTS l'IIII1UIII luu,,,,tnr SI'r\'It't'" I\nlfljjin'/lIl,II:.!lff l'mlidl'lIn', mUM/" /..Im,,( fl:.!lJ10. t!tl'I J.lIfNI.;!;!,j.'.illl Account No.: C07-1059103554BBB9 Registration: Wilma MacDonald Reference No.: 0103609743-0C7 October 27, 1994 Mr. Gemld Shekletski SIOIlC, I.afnvcr & Stone 1'.0. Box E New Cumberland, P A 17070 Dear Mr. Shekletski: Thank you for contacting us in regard to the current account value of the above-referenced Premier Income Trust Fund account. This letter confinns your conversation with Ethan Reece of Putnam Investor SelVices. On Augusl 15, 1994, this account had a balance of 1,000.000 shares. At the net asset value price of $7 .625 per share, the account was worth $7,625.00. I f you need answers or require help, Putnam's trained staff of representatives is only a telephone call nwny. Simply call us toll-free at: 1-800-225-1581. We appreciate the opportunity to be of sClVice to you. Sinccrely, , '1XJLt Q. l.XA.l/LD Dale R. Davis Putnam Investor SelVices @ II f)"T 1I:'Ii' 1.1I:'1i nll:'li' -r n...... fI FEB-06-1995 1<:1;:<:1 FPon E'.1f' S','STEI1S, 111(. TO 17177743869 P.02 I.t.tl Vltu.tlon WII.. NodDonold IStltl I.tltl of: WI I.. HOCOonold O.tl of Olsth: O8ItS/94 valUltlon OatIl 01115/94 Proc:uslno OltO: 02/06/'15 Nuobor 0' Socurftl.. 1 Shorll or Plr SKurlty O_rlptlon HI,h/Ask I Dll/S Id Nun &/or Adj. olY/I"t Ae.ru.1 Sacurlty Vallll 1.) 10000 8l!HIUlIAN SPRING$ 'A $CN om (085223OH5) lilt. 02/1512009 ',25Ol1: Ga/I5I94 full ._ _obll on: 08/15194 93,79 93.144 All 93.467000 9,3016.70 Total . SecurIty VIIUII. Total . Accruals I Tolal Portfolio VII.. I &9.3016. TO 10.00 S9,3oI6.TO This roport w.. "'Iptred uslnv "late'Val. a sorvl," 0' EVP Syet_. 1"0, for oddltlonal 'n'.....tlon. pl__ .111 (310) 393.t741. , SEP-13-1'9'9.\ 081~b FFOi'l Ellp SYSTEf'lS. IIIC. TO 171777..$38&9 P.O? tltlt. V.lultlon hut. 01 ~t lOll H.ce....ld V.lustlon o.t.: 08/15/94 ",.,.., kc:urlty ....n Securltv or Per D<t.",lptlon Hlgh/Alk low/Sld or Ad) Aceruall v.lus 291 1??oo SOUTHC'. ICHI~ PA SCH Dllt (8432T9E04I H.t. 09/01/~5 6.10011 08/15194 101.916 101.12Z All 101.819000 10.1111.'10 Inti 3/ 1/94 to 08/15/9' 219.58 301 . 5000 NORTH!AS1!RN YORK CNTY PA SCH OIST (664101'111 .ITI 03/01/Z005 5.6OOlI 08/15194 101.647 10t.t All 101.513500 5,0611.611 Intt 3/ 1/94 To OS/15/9' 128.35 J1I 5000 NORTH!AST!RH YORK eMYY PA SC" OIST (664101'L5) H.U 03/01/2006 5.8'OlI: 08/15194 101,51' 100.726 All 101.020'00 5,051.05 Inl: 31 1/94 10 08/15/94 1310.06 ---- 3Z1 5000 &lRMUOIAN SPRtNCS,PA-SCM CIST (OS5ZZJOM5) I4lIll OZl1~2009 5.2'OlI: ~5 08/~ ". 93.19 93.144 A/I 93.467000 IntI S/15194 TO 08/1'(94 0.75 ") 10000 &lIMI!HEM PA AlItA StH OUT (08~KV3) lIat. 09/01/2007 5.300ll: 08/15/94 96.364 95.70 AlII 96.053500 9.605.55 tnU 3/ 1/94 To 08/15/94 242.92 310) 10000 COAI!SVILLE PA ARlA SCH OIST (1_'117) lIau 10/0112009 '.30011 08/15194 93 .096 92.441 All 92.7611500 9,276.0' InU 41 1/94 To 08/15/94 1911.75 m 1??oo UPPU HOHTCOI<ERY PA JT AUTH SWR RCV (916116C101 lilT. 05/15/2013 5.30011 08/15194 90.502 1I9.785 AlII 90.143500 9,014,3' Inti 5/15/94 To OB/l,/94 133.91 56) 10000 DERRY TWO PA SCH CIST (249901EXJ) lilT. 09101/2012 5.1lSX 08/15194 90.407 89.696 A/S 90.051500 9.00', l' InTI 51 1/94 to 08/1"94 2310.90 571 20000 PE.NSTLV."I. INTERCOVERNMENrAL COOP SPL (70811406'9) Ho" 06/1512006 5.250l1: OB/15194 95,'67 94.992 All Int: 95.219500 19,U".90 6/15/94 To OB/l'/94 In.92 V.lue 0' s.curltl.,: .516.443.01 V.lue 0' Aceruall: 14,203.47 To,.1 v.lue 01 Portlollo I.: 1520,646.48 SEP-13-1';l';l.l 081% FF'OI'1 EI'P S'o'STEI'IS. ItIC TO 171777~3669 P.06 llUI. VI1Utt Ion E.tlt~ of wilma MacOonlld VIIUttlon OSIII DB/15/94 shirt. Secur I ty M,," Security or Par Oo..rlpll.... Hlgh/"'k L.../lld or Ad) A..,...h VII'" 16) 200 WS F1NL COllI' (902760107) 08/15/910 n.n 20.375 H/L NYSE 21.562500 5.712.50 IT) 200 USf'G COlP (903290104) 08/15/910 13.0n 15.n H/L MYIe 13,012500 2,762.50 10) 10 VtRGINIA ELEC , PWR CO PfO s5 (927604609) DB/I 0/910 62,5 62.5 H/L DB/ll/94 62.0 62.0 H/L Mnl 62.Z0OO00 622.00 450.389 FIO!LtTY HAGlLLAM fO (316184100) DB/15/94 66,59 lid IIASOAQ 66.59??oo 29,991.40 900 IATON VAllet! _, TR PA TAX PREE '0 127llZ6L504) 0&/15/910 10.2' Bid IlASDAQ 10.250000 9,225.00 Z546.149 SMITH IA~N SHRSH INtOM PAEM TOT AfT I (0518tAZ03) 0&/15194 15.76 lid NASDAQ 15.760000 40,t27.31 20000 ALLIMTOWN PA SCH 01$1 (018471tP5) MsU 11/01/2002 6.600l 0&/15194 lDB.302 107.021 AIt 108.101500 2t.620.30 InU 5/ 1/94 10 DB/15/94 385.00 5000 SEHSALEM IIIP PA AUIH UTR , S\IA ~EV (0823650YO) M.t. 11/01/19911 6.700X 08/15194 107.35-4 106.961 All t07,I5noo 5.557.88 Inu 51 1/94 To 0&/15/94 97.71 24) 20000 BUCKS tHIY PA (11SS65KZ2) Mat I 03/01/2009 7.500l 0&/15194 107.134 106.806 All 107.010000 21,402.00 Int: 3/ 1/94 to DB/15/94 687.50 25) 1??oo EAST PENH PA SCH OIST (274299CS3) Mlt: 09/15/2010 6.07}X 0&115194 101.015 100.9106 AlB 100.98\)500 10,098,05 IntI 3/15/94 To DB/15/94 288.37 26) 5000 LAMPITIR'STAASBURG SCH OIST PA (51S67JiT9) MaT: D4/01/2DD9 6.900X DB/15/94 100.463 100.445 A/I 100.454000 5,022.70 Inti 41 1/94 to DB/15/94 129.38 2T) 2??oo ~IH PENH PA SCH OIST 1661517'P2) Mat. 09/1512005 7.OOOX DB/15194 107.6 107.302 All 107.451000 21,490.20 Inti 3/15/94 to DB/15/94 507.22 28) 10000 READING PA StH 0151 175563&LN1) Mat: 04/01/20DB 7.350X 08/15/94 104 .851 104.69 AID 104.770500 10,477.05 Int. 41 1/94 to on/t5/94 275.65 Is,a'. Vatua'Ion h'a'o of wi I... MacDonald proc.sslng Oat., 09/12/94 Oa,o of 00a'h:'08/15/94 Valua,lon Oa'o: 08/15/94 Numbor of s.curltl.. 37 $hlrel _url'y ....n Secur'ty or Par Oescrlptlon Nlsh/Ask L.../sld or Adl Accruals valua l) 200 IECKMAN tNSIRS INC NEW (075616108) 08/'51910 24.0 27.75 NIL N'SE 27.&75000 5.575.00 01' .1 E 08/08 R 08/12 P 09/01/94 20.00 21 200 IURLINGT~ NORTNN INC (121897102) O8"~/94 50.75 49.75 N/L Nut 50.250000 10,050.00 3) 100 CO""I CORP (205640107) 08/15/94 25.375 25.25 NIL NYSI 25.312500 2,531.25 oi. .195 ~ 08/08 R 06/12 P 09/12/94 19.50 4) 600 CONSOLIDATED EOISOM NY pro 55 (209"1707) 08/15/94 62.75 62.5 N/L ..'~E 62.625000 37,575.00 51 200 tOHSDLtOATEO EDISOM NY pro C 4.65~ (209t113QI) 08/15/94 60.0 5&.5 All NYSl 59.250000 11,650.00 6) 566 CORESTATES F1NL CORP t21B69S1041 08/15/94 26.625 27.75 N/L NYSE 26.167500 16,010.50 71 200 CUlIC CORP (ZZ%69106) oe/t5/94 18.125 16.0 NIL 1051 18.062500 Diy .265 I 06"5 R 08/19 P 08/51/94 +0.26500 1&.52750 3,665.50 - 6) 4434 OAUPNIN OIP CORP (258Z6Z107) 08/15194 26.0 25.5 N/L NASDAO 25.750000 114.175.50 9) 400 OELMARVA PWR & LT co (247109101) 08/15/94 18.75 18.5 N/L NYSE 18.625000 1,450.00 200 DETROIT EDISON CO (2506471001 06/15/94 27.125 26.625 N/L NUl 26.675000 5,375.00 99 D~tNION RES tHC VA (257470104) 08115/94 37.r; 37.125 NIL NYSE 57.457500 3,706.31 200 'RUIT 0' YNI LOCH INC (359416104) 08/15/94 25.125 24.r; N/L N'Sl! 24.93r;00 4,987.50 200 PECO ENEROY co (693304107) 08115194 28.0 21.625 NIL Nrsl 27.812500 5,562.50 200 PHilLIPS PETE co (718507106) 06/15/94 32.75 32.25 N/L NUE 52.500000 6.500.00 OIY .26 E 08/01 R 08/05 P 09/01/94 56.00 200 _SANIO co (611662107) 08115194 83.375 82.5 NIL NYSE 82.937500 16.587.50 olY .63 E 06/08 R 08/12 P 09/12/94 126.00 .'...."0.'..12<111 '*' COMMONWEALTH-O, PENNSYLVANIA INHlIlTANCr TAX RITUIN IUIDINr DICIDINT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.aSD Print or T, . fiLE NUMBER 21-94-0750 ESTATE Of WILMA MACDONALD ("'" prop.rry joinlly.own.d ""'ith lh RIght of Survlvonhip mull b. dbdolld an Sth.dul. " ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Dauphin Oeposit Cert. of Deposit No. 80-0017063-9, Principal $50,000.00, Int. $98.63 Dauphin Deposit Wilma MacDonald Trust, Kenneth R. MacDonald, Jr., Trustee Checking Account No. 0010442928, Principal $48,723.76, Int. $35.24 Dauphin Deposit Wilma MacDonald Trust, Kenneth R. MacDonald, Jr., Trustee Checking Account No. 0061821950, Principal $65,657.15, Int. $99.83 $ 50.098.63 48,759.00 65.756.98 1972 Dodge Sedan-Title No. A23365600 Surety Bond Insurance-refund on insurance premium Miscellaneous tangible personal property in decedent's househol 100.00 90.00. 500.00 11'111)111" I' III ESTATE OF .lr~~t\ ~~~~J.,; COMMOt~wfAUH 0' P(NN$YlVANIA INHtRlTANCr fAX IInURN 1l151DIN''tlICfOfN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Tvpe BER WI L~lA MACDONALD 21-94-0750 ITEM NUMBER A. ! Funeral Expen.e.. Gilbert W. Parthemore Funeral Home, funeral expenses 1. 2. 3. 4. B. 1. 2. 3. 4. C. 1. 2. 3. 4. S. 6. 7, 8. DESCRIPTION 'George Washington Memorial Park As A Matter of Taste - caterers for dinner I i Memorial Arts, Inc., markers ! Admlnl.tratlve Costs: N/A Personol Repre.entative Commiuion, Social Security Number of Personal Repre,ontatlvo: Yoar Comml..lan. paid Allornoy Foo. I Family Exomptlon Claimant Stone LaFaver & Stone N/A Rolation,hlp Addro.. of Claimant ot docodont', doath 51root Addro.. City , Slale Zip Code Probale Fee. Letters Testamentary, Short Certificates, filing Petition to Settle Bond, Filing Inheritance Tax Return & Inventor _P,etiF.ion t~ Excuse EAdditiooal Security vuder Section 3351 and Mlscel aneau. Expen.es: xempl Ilea Copy of Ihl! Cumberland Law Journal, advertiSing grant of letters The Patriot News, advertising grant of letters Vital Statistics Bureau - 8 death certificates of Wilma MacDonald and 2 death certificates for Kenneth R. MacDonald Sr, Settlement Charges on sale of Camp Hill Property John Krieger, appraisal fee on Camp Hill Property Notary fees on 22 Affidavits of Domicile Federal Express fees on stocks and bonds sent to various agents New Cumberland Insurance, Surety Bond TOTAL (Aha enler on line 9, Rocapilulolion) AMOUNT $ 3,218.50 850.00 312.00 600.00 38,625.00 712.00 40.00 55.80 41. 00 488.67 200.00 44.00 276.00 460.00 I!V ~$12 I'. 1'"1 ESTATE OF ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. ~:i,.t'~1\ ... :!iiv;. COMMONw,rAUH 0' '!NN'UVANIA INHUIIANC! ,.... InUIN IUtDIN'DICf.DINI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTlES AND LIENS Plea.e Print ar Type FILE NUMBER 21-94-0750 WILMA MACDONALD DESCRIPTION AMOUNT Joetta Maddox, home health aide services 654.50 Stephanie Snull, home health aide services 492.25 Tandot Healthcare, Health care equipment 63.60 Treemon Tree Service, services rendered prior to death 865.00 Margaret Kamin, home health aide services 636.00 Special Care, home health agency 403.14 Beechwood Contracting, services rendered prior to death 500.00 Connor & Rich, medical services 94.33 14.69 A. Z. Ritzman, X-ray services Texaco credit card #73-402-1336-7 27.17 Daub Podiatry, debt of last illness 102.05 Holy Spirit Hospital, debtr of last illness 708.27 TOTAL (Allo enle, on line 10. Rocopilulollon) (II more space is needod, insert addi'ional sho.ts 01 same size,) S 4,561.00 'IV.UlJlh IJ.ln ~.b COMMOHW'AU" or ptHH'nVAHIA 1""flnAHCI IAI UrulH . 111101101101(10''''' SCHEDULE J BENEFICIARIES FILE NUMBER 21-94-0750 ESTATE OF WII.NA MACIlONAI.IJ ITEM NUMBER RELATIONSHIP NAME AND ADDRESS OF BENEFICIARY 1. A. Tooablo Bequo"" Kenneth R. NaclJonald. Jr. I' 0 1I0K 3602 Morgnntown. WV 26503 Son 2. Cristine I.eggiero I' 0 1I0K 135 Thompson Ridge NY 10985 daughter ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Sequelll: 1. TOTAL CHARITAElE AND GOVERNMENTAL BEQUESTS {AI.a onfer an IIno 13. Recapifulo.ionl IIf ,a,e ,poco is noedod. Insort addltionat ~h..tl of same sizel . ....::1-.' AMOUNT OF SHARE OF EST': 1/2 reRiduc , 1/2 rCRiduc AMOUNT OR SHARE OF EST A; Is , . ~. IV. I nominate, constitute and uppoint my son, Kenneth R. MacDonald, Jr. Executor of this, my Last Will and Testument. Should my said son fail to qunlify or cease to net as such, then I nominate, constitute and appoint my daughter, Mrs. Cristine Leggiero, Executor of this, my Last Will and Testament. I . I IN WITNESS WHEREOF, I have hereunto set my hand and seal this fLtc day of 0-.:::-' ,1983. '91,. ;':..,~, ~ ;1ft'-r"'-e:. ~",,--'.......e~.(' ( SEAL) Wilma MacDonald Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our .' names as witnesses. \ . ,1:)., ilt"ut-u... "~.t 1-L.(1.41_ . CJt11~ S.l1nft~o -....... -.....- -",.~. . - , ~L_________.____.___~_____~______,_____________~_______~ c' - P/'-I- ~ .'.' '.-., '--" '- , . .. D AA047734" COMMONWEALTH OF PENNSYLVANIA NO. '. ., DEPARTMENTOPREVENUE . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .' ". -; , " ~ UY.1I61UIU.1 RECEIVED FROM: i ACN ASSESSMENT P:'I CONTROL 1;,1 NUMBER AMOUNT STONE LAFAVER & STONE 414 BRIDGE STREET 101 $1,224.,.0 NEW CUMBERLAND PA 17070 lOtOHU' ESTATE INFORMATION, ~ FilE NUMBER ~ 21-1994-0750 EJ NAME OF DECEDENT (lAST) II DATE OF PAYMENT m POSTMAR COUNTY SSN 059-10-3554 (FIRST) (MI) DATE OF DEATH REMARKS m TOTAL AMOUNT PAID ~: f.../, RECEIVED BY $1 . 224.it!> PB KENNETH MACDONALD JR SEAL CHECK" 9 REGISTER OF WILLS MARY C. LEW REGISTER OF WILLS .-1-:-"'-'- - -- --- - - - .- - -.- -- - - - -____---.~- - '-.- - - - -.:--- - - --.... _.- --.- -- - - -- -.: --. J ." '---- . -'-,__._ __._---__--:-........----.,. J'I r~ 4T""l:l'!, ,:-_0""" \ ~V-1547 EX AFP (12-94. COHHOHWEAlflt Of' PENNSYLVANIA DEPAA'HEHf Of REVENUE aUR[AU OF INDIVIDUAL J"X[S DEPT. Z10601 fIARAISlURO, PA 17121.0601 / 'I- ,;\) (., -;:9.. ACN 101 NOTICE Of INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLDWANCE Of DEDUCTIONS AHD ASSESSHENT Of TAX DATE 05-22-95 ) Vl./ OF FILE NO. OF DEATH 08-15-94 COUNTY CUM8ERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION Of THIS fOR" WITH YOUR TAX PAYHENT TO THE REGISTER Of WILLS. HAXE CHECK PAYABLE TD "REGISTER Of WILLS, AGENT" REMIT PAYMENT TO: GERALD J 5HEKLETSKI ESQ STONE ETAL PO BOX E NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 A.a...,t R..ttt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiifli=is'f'-j-Eif-iii=ii-mr=94Y-NoricEnoF-YNHEifii'ANcE-l:jix-7iPPRiiisEifiNT-'--,\i.i-oWANCi-o-R'm_mm___m- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MACDONALD WILMA FILE NO. 21 94-0750 ACN 101 DATE 05-22-95 TAX RETURN WAS, I X I ACCEPTED AS fiLED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I eat.t. (Schedula A) (1) 2. stock. and Bond. (Schedula 8) (2) 3. Clos.ly Hald stock/Partnerlhip Intar..t (Sc~dul. C) (3) 4. Hortg.gaI/Hot.. Raceivable (Schedula DJ 14. 5. Ca.h/Bank Depolita'Hilc. Parlonal Property (Schedula EJ IS) 6. Jointly Owned Property (Schedule F) (6) 7. Tranafara 'Schedul. OJ (7) 8. Total A...t. I CHANGED 100.000.00 766,490.82 .00 .00 165.304.61 .00 .00 IDI 1,031,795.43 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funaral Expen.../Ade. COlta'Hlac. Expan.a. (Schadule H) (9) 10. Debt./Hortgage Llabllltle./Llen. (Schadule I) 110) 11. Total Daduction. 12. Het Value of reK R.turn 13. Charltable/Govarnaent.l aaque.t. ISch~l. ~) 14. Net Valua of E.t.t. Subj.ot to TaK 53. 07l. DB 4.561.00 1111 1121 1131 11~1 <;7 .~3? DR 974.163.35 . DO 974.163.35 NOTEI If an assassmunt was issuud previously. linus ruflect figurus that includu the total of ALL ASSESSMENT OF TAXI IS. A.aunt of Line 14 at Spou.al rata 115) 16. A.ount of Llna 14 taxable at Llnaal/Cl... A r.t. (16) 17. Aaaunt of Lin. 14 taxable .t Coll.taral/Cla.a 8 r.t. (17) 1a. Prlnolpal raK Due TAX CREDITS: PAYHENT DATE 11-07-94 02-24-95 14. 15 and,or 16, 17 and 18 will returns assussud to date. .00 x.03. 974,163.35 X .06. .00 x.15. IlS1 .00 58.449.80 .00 58,449.80 RECEIPT NUHSER MM913154 AA02286li DISCOUNT 1'1 INTEREST I-I 2,631.58 .00 AHOUNT PAID 50,000.00 5.818.22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 58.449.60 .00 .00 .00 · If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of AOOITIOHAL INTEREST. If TOTAL DUE IS LESS THAN f1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I nn ~ in :5i u " ;;:r- ~ f; N 0\ 1_' ;:~") \0 :U" N p". , ". ~ ~ :0 :TJ 0) ~', ') n " {,;.o -" RESERVATION I E,tat.. of decedent. dying on or bafor. Dec.-ber 12, 1,It .- If any future lnt.r..t In the I' tat. ,. tr~.f.rred In po.....1on Dr enJoy.-nt to el... . (collataral) ~flcl.rl.. of thl dec.o.nt .,t.r the ..plratlon of eny I' tat. 'or 11f. or for y..r., the C~.lth hereby ..pr..,lY rl.lrv.' the right to ~r.l.. end ...... ,ren.,.r l~rlt~. Tax.' at the l.w'ul el... I (collatar.l) rat. on any ,uch future Int.r..t. PURPOSE OF MOTttEl To ful,lll ~ requlra.entt of Sactlon Zl~D of the l~rltenc. end E,tat. Tax Act, Act 22 of 1991. 72 P.S. Section 2140. PAvttEKTl IJt;tach U. top portion of th" Hatlu end ~lt with your pay...,\ to the AMlI.t.t of WUlI prlnt~ on \M rav.r.. .Ida. --Maka check or ""Y ordar payabll tal REGISTER OF MILLS, AGEHT AU PI""'U ncalvMl ,hllil flra' be applied to IInY Int.r..t which ..y be due with .,y r...lnder .ppll~ to the t... A refund of . t.. cr~lt, which w.. not recp.MstMl on the Ta. R.turn, a.v ba raque.t~ bV cDllPletll"lll an "Application for R.fund of P~lYlv.nla Inherltanca and E.tata T.... (REV-ISIS). Appllc.tlon. .r. av.llabl. .t the offlc. of the Real.ter of WillS, anv of the Z3 R.v~ DI.trlct Office., or bv c.lllng the special 24-hoUr antwarlna s.rvlc. nu-bara for for.s ord.rlnGl In pennsvlvanl. l-100-S62-2050, outslda Pennsylvania and within local HarrllburG .r.. (717) 717-1094, TOOl (717) 772-2252 (Haarlng IlPalr~ Onlv). REF\.ICD (CR) I OBJECTIONS I Any p.rty In Int.r..t not satl.fl~ with the appral...-nt. allowanca or dl.allowanc. of deduCtion., or .......-nt of ta. (Including dl.count or Int.r..tJ a. ~ on thl. Hotlc. .u.t obJ.ot within .I.ty (60) d.V' of r.c.lpt of this Notice bYI --written prote.t to the PA Dep.rt...t of RayWIUII, Bo.rd of App.al', Oapt. zalO21, H.rrlsbUrg, PA nUl-lOll, OR --al.otlon to haY. the aattar d.taralned at audit of the account of the parlonal rapralentatlv., OR --app.al to the orphans- Court. ADMIN ISTAAlIVE CORRECTIONS I FaoMI .rron d"covar~ on this ........"t should be IHSdra..ad In writing tal PA Oap.rhant 0' R.v"", Bureau of Indlvldu.l T...., ATTHI po.t A......-ot R.Ylaw unit, Oapt. 210601, HarrllbUrg, PA 171'1-0601 Phone (717) 717-6505. Sa. paQa 5 of lhe booklat "In.tructlonl for l~rltDnCB TaM R.turn for a Rllldant Dacadent.. (REV-IS01) for an ..planallon of a~lnlltr.tlveIY correclabl. .rror.. If any t.. dUe la paid wllhln thr.. (5) caland.r ~th. afl.r lha dacadent'. da.th, a five percent (5~) dl.count of U. lalt p.ld I. allowed. Int.r..t la ch.road beGinning with ,Irat dav 0' dallnquencV, or nln. (91 aonth. end ona (1) d.V froe the data of dMth, to the IDl. 0' p.v-nt. T.... which bee_ d.I..,quMt b.for. Jar'IU8rY 1, 1912 baar Int.r..t .t ttMI ral. of al. (6Xl parcant p.r annu- calculated .t a dally ral. of .000164. All t.... which bee'" delinquent on and .ftar January 1, 1912 will bear Int.r..t at . rat. which will v.rv fro. calandar vear to calendar v..r with th.t r.l. ennounced bV the PA Dep.rt.-ot of R.v.nue. The applicable Int.r..t r.t.. for 1912 through 1995 .ral DISCOUNTI INTEREST I ~ Jnhr..t Rala OaUY Interast Factor ~ Inhr..t R.ta Oallv tntar.at Feetar 1912 20X .ODOS41 19&7 OX .000247 1915 16X .OOOUI 1911-1991 lliC .000501 1964 IIX .000501 1992 .X .00az~7 nls UX .OOGSS6 1995-1994 1% .0OGn' 19" lOX .aOa27~ I"S OX .000247 --lntar..t Is c.lcul.ted "" fallow" INTEREST . BALAHCE OF TAX UHPAID X HUnDER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR --Anv Notice I..ued .ft.r the ta. beca... delinquent will rafl.cl an Int.r..t c.lcul.tlon to fifteen (15) d.V' bavond the d.t. of the ......eent. If p.yaant I. ..de .flar the Intar..t coaputatlon data .hown an lhe Notlc., IMIdltlanal Int.r.st .u.t be calculatad. Co REV-483 EX AFP 112'9~) CDHttOHW[Al1H Of' PEHNSYLVAHIA t/DEPARTHEHT OF AEVEMJ[ BUREAU OF INDIVIDUAL TAMES DEP'. raD60l HARRUBURG, PI. I7UI-0601 1'-1- ;).'?(., I::{ HOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ACN 201 DATE 05-22'95 EST TE 0 MACDONALO WILMA FILE NO.21 94'0750 DATE OF DEATH 08-15'94 COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUSNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYNENT TO THE REGISTER OF WILLS. NAXE CHECK PAYABLE TG "REGISTER OF WILLS, AGENT". REMIT PAYMENT TOI GERALD J 5HEKLET5KI ESQ STDNE ETAL PO BOX E NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 I HOUSE A.aunt R..Ut.d CUT ALONG THIS LINE ~ Il:TAIN LOWER PORTION FOR YOUR FILES ..... RirV:48ji.EX--AFp.i.i2:;94i-......i.~1iicir.oF..ciTirRHI;;AfIO.N.Aiic-ASisEss.HEH;r.........--.--.--.---......- OF PENNSYLVANrA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MACDONALD WILMA FILE ND.21 94-0750 ESTATE TAX DETERMINATION ACN 201 DATE 05-22-95 1 Credit Far Stete Deeth Texes as Verified 36.101.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 55.818.22 3. Inheritance Tax Assessed by Other States or Territories of tha United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tex Assessed 55.818.22 5. Pennsylvania Estete Tax Due . DO TAX CREDITS I PAYMENT DATE " DISCOUNT (+) INTEREST (.) ''IlECEIPT I;'! NUMBEI!~ AMOUNT PAID '.[1 N ~: :;) (1' a:" " ~, oJ<=: -::> UO TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 "IF PAID AFTER THIS OATE, SEE REVERSE SIDE (IF TGTAL DUE IS LESS THAN n, NO PAYNENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I ,I 'I ........ OF NOTICE. To fulf... tfM requl,......h of SHUon IUS (bJ 0' the 1nt..,.ItMC8 Wld E.t,t, Ta. Act, Act lZ 0' .991. (72 P.S. SectJon 214S). PAVHEHTI DIItKh the top porUon of thh HoUel 8nd .ubIIlt with your Plpent to ttMI R......,. 0' Wllh print.., on the ,..v,,... .JiM. -.. "Ilk. ~ or ~v order parlbl, tal REGISTER OF MILLS, ADEHT. All p'~ts rKalvN shIIll b. 1rfJp111Ht ItrU to anv Inta,...t which ''It ba due with WIlt ,....1_,. Bppl!ltd to the taM. REfUND (eR) I A refWMI of . tl. creen t ..It b, r.....ted by cOllPlaUng an -Appl1nt!on for Raft.w1d of P"".vlv.nt. IntMrltlncl end E.ht, hll" (R[y-15UJ. application. .r. IvaUable at the OfUcI of tM R..ht,,. 0' NUh, anlt of the IJ A.v~ DI,trlet O'flc.. or Irol the Dep'rt~t'. Z4-hour anlwerlna ..rvlel nu.ber. for for.. ord.rlngl In PennlvlvWlia 1.100-362-2050, out,lde PlnnlvJvanla end within lacl. Herrllbura .t.. (717J 7.7-8094, fDD. (717) 771-Z15Z ("-.rlna I~'lred Only). OBJECTIONS. Anv p.rt)' In Intar..t not ..thflld with the ........,.t of t.x a. tho"" on thh noUc. ..~ objKt within .Ixty (60) dlY' of ~Kelpt of thl. Hotlce byt uw~ltt.... p~ah.t to thII PA Dsp.~t...,t of R.v......., BOI~d of Apps.h, IMpt. 211021, "'~~"bu~g, PA 17121-1021, OR --.IKtlng to hw. ths ..tt.~ dtIt'~IIMd It ItUdJt of the "-"anal ~lpr..."tIUV', OR "-IIppS.1 to thIi Orphsnl' Cou~t. ADttIN" ISTRATlVE CORRECTlOHS r FltCtusl .rrar. dhcovlrld on thll ..........t .hould be addr...1Cf In wrIting tat PA Dlpe,.t.."t of Rev~, Butlau of Individual TaXI', ATTNI POlt 'I'I.-..nt R.vl... unit, Dept. Z10601, H.rrllburg, PA 171ZI"0601, PhonI (7171 7117-6505. s.. PIP J of the bookl.t "lnltrucUon. far Inhlrltencl Tax Rlturn for. R.,ldent Decedent" (REV-ISOl) fa~ 8n .xplenstlon of Id.lnlltratlvlly carrsctabl. error.. INTEREST t For dete. of dqth on or aft,,. 10"3-91, PennSYlvania Elt.t. lex bl.!td on thl Flderal Eltat. Tax ntum becoMe de1J~t at the uplr.Uon of nIne (09) ItOf1thl froe the dlta of d..th. Fa,. d.t.. of d.ath p~lo,. to 10-3-91, Penn'ylv."la E.tat. T.ll ba.ed on the Fedtr.1 Eltate TIUC nturn bscCNI.. d.Unquent It the expl,.aUon of .IDhtHl'! (111) ItOIlth. fro. thl data of deeth. Tax.. ~Ich bee... delinquent before Janulry 1, 1'12 be.,. Intlre.t at thl rata of .Ix (6_) p.rclnt p.~ InnUI cllculated at a dailY ~ata of .000164. All tax.a Which b.e..e delinquent on or aft.r JBnUI~~ 1, 191Z will b..,. Interl.t et a rat. which will vary frol calanda~ ye.,. to cal~a,. yaar with that ,.atl announced by the PA Depa,.t.....t of Ravenu.. The 1Ipp1lclbl. Intarut nt.. for 1982 through 1995 aral ~ Interl.t Rata D.llY Intara.t Fectar ~ Int. rut Rate Dalh Inhnlt Featar 1912 ZOX .000541 19.7 'X .000247 198 lOX .000431 19a.-1991 IIX .000501 1... IU .000301 199. 'X .000247 1915 UX .000356 1993-1994 7X .000192 I... lOX .000274 1995 .X .000247 ....Inhr..t I. c.lCUllted I. foHow" IHTERE8T a BALANCE OF TAX UNPAID X H1IIlBER OF DAYB DELINqUENT X DAILY IHrEREST FACTOR ....An~ NoUe. llsued 1ft.,. the tax blca... dlllnquent wIll rafllct en Intlr..t calculation to flit.." CIs) day. beyond the data 01 the a"I'.-.nt. If P'YI."t I. aldl .'t.r the Intar..t co.putBtlon d.t. ahown on the HotlcI, add I tJonal Int.ralt lIIJ.t bl cBlcul.tld.