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HomeMy WebLinkAbout97-00739 PETITION FOI{ PROBATE and GRANT OF LETTERS No, __~.::L1~7~9 To: Evllllr of _~a.J<i.&-k,-JI"CJ.ow. also known (IS _ .'. - -.-- Regisler or Wilh 1'01' the [h'('I'IIS"II, COUul" or Cumberland in Social SrwrilY No. [7!l-tJ5-tTm, Comn;onweallh or Pcnnsylvania The petition or the undersigned respcetrully represcnts Ihat: Your petitioner(s), who is/K~ 1 R years or age or older an the exeeut ri x in the last will or the above deel'dent, daled March 27 :lIld emlieil(s) dated ___________ .--------- the ---------~~--.--------_.,_. named , 19...91...-. {..trolt.' rl'lI'Vallll.:irCIlIll\t:lllCl''', t,',g. rellunciation. lkalh of C~CClllor. CIC,) Deeendent was domiciled at death in Cumberland h er last family or principal residence at Claremont Nursing of Cumberland County --frl,iJ)':~iESE'I- Tli,iP (thl \[fl'rl, IItll11hcr :!1Il11111111cipalilY) County, Pennsylvania, with and Rehab Center I)eeendenl, then 85 years or age. died _~gl!_st 22 ,19 97 at Claremont Nursing and Rehab Center of CumbWllJ1d County Except as rollows, decedenl did nol marry, was nol divorced and did not have a child born or adopted arter execution or tw; will orrercd 1'01' probate; was not Ihe victim or a killing and was never adjudicated incompetent: one Dcccmlcnl at death o\\'llcd properly with estimated valucs as follows: (II' domiciled in I'a.) All personal properly (If not domiciled in I'a.) Personal properly in Pennsylvania (II' nOI domiciled in Pa,) Personal property in County Value of real estate in Pennsylvania situatcd as rollows: $ 4,250 $ $ $ 65,000 WHEREFORE, petitioner(s) respeelrully request(s) the probale or Ihe last will and codicil(s) presentcd herewith and the grant or letters Testamentary (ICS[al'l~'III:UY; auminislr:ltion c.I.a.; :Iuministratioll d.h.n.c.l.a.) theron. v. o ,~ c v ~3 0_ ",0 c -g.g ",.:: Vi'~ "~ so ;; c ., in ~ffi:o:~- .... - ------_._~_._._.,- -.-.-----.----.-.'--- -.-.. . .- .--. ..----.----------.---.-.---------- ________m"_.__._ _____..._ ._..___.__ ________________ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF Cumberland f ::;s The pelitioner(s) above-named .",'"n'(s) or aITirm(s) thai the statemenls in the roregoing pClition arc true and correct to the best of Ihe kllowledge alld belieI' 01" l1etitioner(s) and that as personal represen- lativc(s) or the above decedent pelilioner(s) will well and truly administer Ihe eSlate according to law. S\V~1rI1 to ~r alTinm'd allll sabseribed ~.---1JhAd /} t._, , '" bel ore 111e I~"S rd-__ day 01 = ~ ~' ~~ _"'<~~ t.tL:MlhcJJ/ : ' ~ . { rJr't CLewis lIeRisler B: j"-"~ This i'i (0 (l.'r1if}' lhill tht..' Illfmm.llioll IH:ll' ~i\'el\ l.. l'onl'lllr lIIpi(.d frlllll ,111 IIngin,d U'n if 11..-.11 l' Ilr dl'.lIh dilly tiled Wilh 1I1l' a~ 1.0GII It"l~i'ilri1r. Thl' origin.11 Ll'r1ifit..<lll' will hl' I~lrw;mkd III till' SUll' \'iLl! Hl'~ Hid.. ( lHiu' I~lr Pl' 1"111 ,1111..'11 1 tiling. WARNING: It Is Illegal to duplicate this copy by photostat or photograph, 0)11. ,..;.,,;,tt~\,roi!i~:;.:~~ /I~~/ ~~{~~\ if:.;'" ':..~\ Q, -~ '\\~~~"~'.~."" ~j ~,~\,' ~", '~.. ~" ''''''!!MENT ~\~~""'" ~~!!!!'!'!';/ ---t2,>~fl'h~"'~~ lllt.lt 1{~'gl\[r,lr (f h'l' till Il1i\ ll'If1lil,ll('. S.~.OlJ 4563633 ____-"J\UL2_~ 1997 1),IIl' CO....ONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH HANEOF OEC(DlENTlh....."..l~ ,. Maida L. McClow AOE~~ tJtlOlR1'ftM - .... ... Stlll"'IlINU~ $OClALSECVAlTYNUWSlR DAlE 01 otAlH ,Monn. 0." ...., I,Female I, 178 - 05 - 2106 I, ~, lA:::.+a~ l"tell 85 v" -...... .....,- I DREOFMnt 8ll'mftAClI!lQ/1Il4 P\AClIOI'DERHlCMdofrtt~-_",,"lIC1oOnIen<lfltl... lMoroll.~."1 s...arfQf~CculII." HOSPIfAL; OTHeA: an.19,191 Shamokin,PA _0 _0 "",0 ::::old" _0 MCLJTYNfME.(lI'd.--..~...ItIll~J c..IOf"'C.mcn4- t-..11o..1."'''~' nnc:i~c.h4.b g::."o ......... 0# DIRl1 Cumberland idd1esex Twp. DE DOW QClOlIUSlHE rmw ~~~~~~ New Cumberland round Hostess Air ort ~'YAlLIGADDAE"CSlI_~.51111.~COdII DECEDENTS 375 Claremont Drive ~~ Carlisle, PA 170 13-8805 ~..:..::'" .. MIlfVl..NAWE(Fnr.......LIIl) , Charles Diehl 1NFOf'MAHT........(T~ Donna D kema """"""'" O ....eg _0 ___0 ~ oe.~ . Of.......... 1. 1. 'OJ'l! 11~~1 IoIARfAL.WU......... ,....w..rn.d,~ .-- . Wl.dowed I u..1m ......cItCCIM..... Midd lesex -........ 1II.....,......-........ \WoIDECI!Ol!HTEVfAlN U.S.AAMED'OACU' _0 NO(3 u..a.. PA .. ,... "" - .... 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I: i i,i I : i::i Ji!! II/Iii , , 11.\1/11'1" i:.;'! il);:!!i!!!lj i to" 1':,/' I"'IIII!I i L I I~': II I.: ," I I . j I ; i I i:;! Ii, II'; I;~i II' [1111 i 11;1 ii'II'r i' I":i II i I '.,-- .1 [.:Ii I I: /:1"11 I II iT Ii: 1\111111 I , I',' 11 '"Ii I j..;! jid! L i~::l1i)i I,'" j::/ I r i I:: I ii/11111/!W"""f ;"! I I "~I' ! 1"11/1,1 II', f i l, I . 1 !~' , I ;P, I ,I I .. ,,-- . ~ J: .. 0 ..,,:U~ ~ n N Z ~ ~ ~ ~ ~" ~ . ~ C > ll: 0 n ... . ..:t Z tlj H ~ m tn C rJ.l tl _ c ~ ~~ :0- "I'" () ::; ~ ;a 0 ~ ,. ":3 ... ,.:! C .......J t"' t'J t" " PI Z Z. tIl :0- .. Z " IJ1 0 i ~ tIl " Z:tllll:d '-.\ ::c "'l ":3 .. 0 ?" ;:: r ~ 0 .. _ r 0 ~ n ~ .. ... ;a :u C '", t"' ~ H g ~ > III 0 t"' " 0 -l ~ t"' , > :: , ~ ~ , . . , I . LAST WILL AND TESTAMENT OF MAIDA L. McCLOW I, MAIDA L. McCLOWN, of the Borough of Lemoyne, County of Cumberland, and state of Pennsylvania, being in good bodily health and of sound and disposing mind and memory, and not acting under duress, menace fraud, or undue influence of any person whomsoever, merely calling to mind the frailty of human life, and being desirous of disposing of my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this my LAST WILL AND TESTAMENT. I hereby revoke, cancel and annul all my former Wills and Testaments, including codicils thereto, by me at any time made, and declare this alone to be my LAST WILL AND TESTAMENT. AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ: ITEM 1. I direct that my Executors hereinafter named pay and discharge all of my just debts, funeral and testamentary expenses. ITEM 2. I order and direct that I be buried in a lot which I own, situate at the Odd Fellows Cemetery, Trevorton, Pennsylvania. ITEM 3. All the rest, residue and remainder of my entire estate, wheresoever situate, and whatsoever it may consist of, I give, devise, and bequeath, absolutely, and in fee, to my dearly beloved Daughter, DONNA DYKEMAN. In the event my dearly ; , I I I , I , ! I i i r I. beloved Daughter dies with me in a simultaneous disaster, or fails to survive my death by sixty days, then I give, devise, and beq~eath, my entire estate, wheresoever situate, and whatsoever it may consist of, to my dearly beloved Son-in-Law, JAMES A. DYKEMAN. rn ~ Q.. ;f 1n c..d...v- MAIDA L. McCLOW 1 tI .' J. . . . ITEM 4. I nominate and appoint DONNA DYKEMAN as Executrix of this my Last Will. Should the Executrix named fail to qualify or cease to act as Executrix, then I appoint JAMES A. DYKEMAN as Executor in her stead. ITEM 5. I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 6. I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for tax purposes, whether or not such property passes under this Last Will, shall be paid by my Executor out of my residuary estate. ITEM 7. I grant to my personal representatives herein named, in addition to, but not in limitation of those powers vested by law, to be exercised without prior application to or approval of any court, the power and authority to retain indefinitely any property, to invest and reinvest any assets or the proceeds derived from the sale of assets, although said investments may not be of the character prescribed by law, to sell, convey, assign, transfer and encumber any property, to pay, settle or compromise all claims, to make distribution or divisions in cash or in kind, and in general to exercise all powers in the management of any property hereunder which any individual could exercise in the management of similar property owned in his own right, and to execute and deliver any and all instruments and to do all acts which may be deemed necessary and proper. I--n <<J... ';t /J, < cL.v- MAIDA L. McCLOW _______________________________END------------------------- 2 . .' . ... '. .I' . COMMONWEALTH OF PENNSYLVANIA SS".. COUNTY OF CUMBERLAND I, MAIDA L. McCLOW ,TESTATRIX, whose nome is signed to the attached or foregoing i.nstrument, having been duly qualified according to law, do hereby acknowledge th~t signed and executed the instrument a,: my [,M;T WILL: th.]t I signed it willinl]ly: and that I signed it as my I.re(, ilnd vQJ.lIntary act for the purpose thcr0in e:qH,,,;sed. Sworn or affirmed to and ackn()viJ"d'J"o] hefor,' 10", by MAIDA L. McCLOW I the 'rE~;T^'l'Hr:-:, t:~li!: 27t;J1 ~l.!',' Qf March J.992. ~. NOTAnIA'- ~cAL .ATIORNEY JAMES \'. ,~Cf'. I "ary Pubbc I: 11 CUl'f'.tt!'I~l'lt (":':IJ 1, . My Commi""n [,p"" May 13. 1995 " ___ .__ ___dfr~ N /lEY PUBI., rc .1r.chanic~:bllrq, P/\ 'I Commission '""p"'" 5/13/95 The preceding instrument consisting of thi" and t\-IO (2) other typewritten pages, identified by the :>i<]niltlll'''' of 1:1", 'rES'l'lI'rRIX, was on the date thereof signed, [lubl ish,;d ,H,d declared by MAIDA L. McCLOW ' the 'l'ES'I'/I'rRIX the,." i n nilm'-',; as and for 6er LAST WILL AND TESTAMENT. ~B~poaj GLADYS B. S RAMELLI Res id i ng at 352 S. Spar t i~SLtl_iJ-_L_Y()9ri Mechanicsbur<], PA 17055 ~A/ ~L' CH . FORT! Residing at 352 S. sport~~.~::,~0 Me c h ani c s bur _9-,-- P r,___lc2.9.". c, A F F I D A V I T COMMONWEALTH OF PENNSYLVANIA ~;s COUNTY OF CUMBERLAND We Gl.ADYS B. SPRAMEl.l.1 and ______.CJ:tRLS."FORU . t.i,' witl10sses whose names are signed to the oU.i1ched 01: [oce<]"; "'J instrument, being duly qualified according to la~', do c1"iV).;" .-",,1 say that we WC1:e present and snw 'rES'l'ATRIX ~ji9il and (~;.:ccut>-' :\1'" instrument as her LAS'I' WILL: that she signed "ill; rl'Jly iln<l tic,,': ,';;" executed it as her free and voluntary act [or the P'I[POS,: t.1:o.:1:';';:" expressed; that each of us in the hearing and sight of thn TESTI\'l'RIX signed the HILL as witnesses: and that to l:h(e !",,;I: 01 (,Ut knowledge the TESTATRIX was at the time 18 01: more 'leafS of ag0, of sound mind and under no constraint or undue influence. S'tlorn Olr n.E[irmcd t() ~nd subscJ."i:j;;...;d t() \-J{~ecl;:.; ;j,(-': l. .. "y GI.ADYS B. SPRAMEI.I.I CHR I S FORTI ~ witnesses, tllis and 27th day of March , 1992., ~,.... NOTARIAL SEAL . 'ATTORNEY JAMES M, BIIClt Notary PiWlio Cumberland County " My Ctrnmlssion E.pireo May 13. 1995 ~ 'N RY PUBLIC chanicsburg, PA My Commi',ssion Expires: 5/13/95 3 21-97-739 ~LV-"'X 10 'fool" i~,-,-:( [J,_(( tJ../ ;1 /Ylc {!l~~u- ~ 3/:)7/92. S C/--n1 -:JL,j"'.,M ,l.( (( /l1GV.-~- a !"/)<<..J.r..ti..,L c~ t cd;L,y-, . 1 ~ !-",-d..{ ~tCIM''-~-<)-<~ ('S ~r'-'<J4r'~..c...., ^-0l.e.nUL NoT fJ.,v-~ md ./~ ./7U-1M- .4--ttJ-'-'~"- ..~'~ '1--0- IJ1J /lv.n.C S../(I-"j!.<t ",6-,,- j),y.-;v/C,L.- iJ(j/eu.lJAL- , f)~ML 4 kl"~a.- C; ///91 C' -, I {:!- '.4.1 cc I t:=;~ j~~ ,:} "J~J Ln I I I I I I I I I I I ) COMMONWE:ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG. PA 17128.0601 RECEIVED FROM: ,- LINUS E FENICLE ESQUIRE 10 S MARKET SQUARE SUITE 500 POBOX 1265 HARRISBURG, PA 1710B FQLDHER[ ESTATE INFORMATION: FilE NUMBER PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT J~:J~~ ~ NO. f\I\ 2 4 2 4 4 5 REV "62 EX 1",'6, ACN ASSESSMENT CONTROL NUMBER AMOUNT l01 'lfO':l I n(H-j no FOLD HERE SSN 178-05-2106 (FIRST) (Mil 21-1997-0739 NAME OF DECEDENT (LAST) MCCLOW MAIDA L DATE OF PAYMENT 11 /12/1 997 POSTMARK DATE 0/00/0000 COUNTY CUMBERLAND DATE OF DEATH REMARKS DONNA DYKEMA C/O LINUS E FENICLE ESO SEA~HECKIl NO CHECK II ------ - -- ~- -- - - --- --- TOTAL AMOUNT PAID $3,000.00 DO HcC.:,; [r~Fi OF \.....~iL'_S ----- -- -- --~--- - ----------;-"::-,-;:-;-..~;-_. . r ,!,' .--_J -r~ ""7.:::-::-.--~.--:--.-............,..,;.JiiI. ~ ,,"'" .r~_ '!' .~.-- -~. , \'. IS -.;l..O I 7 C:./ MlYl~H'I'Ollnlll j~l. CO~~~~~YlVAN~ DEPARTMENI OF REVENUE DEPT,21lO601 IlARRISBURG PA 17118 0601 DlCtOlNI'5NMlL lLAST. Il<<SI.ANOMIDOL11N1IWI wil\lldlu.IlkJ(~Iu!>lV."'hIWl..1h I!: ,,1I~ ufu "00 "'a:-' u..lIl ~ 15 o z o .. VI i:! a: o u REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 21 1997 0739 "~. IllE NUMBER I- Z W C W o W C McClow, Maida, L. SOCIAL SlCURllY NrUM6[1( I IO^lI UllllAll1 178 05 2106 August 22, 1997 IIr APPllCABlrlSURVMNC Sf'QUSl'S NAMlllA'JI,fIRST, ANO MIOOll I SOCIAL SlCUlllIY tlTUMlIl1l W"~LJ N/ A I I "^"::'::arv 19, 1912 I TIllS RETURN MUSI BE FILED IH DIlPllCAIE WlIH THE REGISTER OF WILLS 001 Origi"al Relurn 0 1. Seppielnelllalllelurn 0 1 Remailldcr ReIUfIlI"'._P...".""1 o 4.limiled ESlate 0 4a. rulule Inlclcsl ComplOmisc (d.iICl~dcdll'.tII~i 11,llR~1 0 5. Federal Eslale Tax ReUxn R~ired ~ 6. Decedenl Died TeslalelAuJ,htopydW,11 0 7. Decedent Mainl.1inetl a Uving Trust {I\lld~h(opyd 1rU'll1 Q.. 8. Tolal Number of Safe Depos~ Boxes o 9. Uigalion Proceeds Received 010. Spousal Povclly ClCllit (It.dllo/dcJltlldWI.OCn 12.)191 ;Iod 1,19~1 011. E\cction 10 tax under Sec. 9113(A) (AlLKhSl;hO) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: KAM[ COMl'll'11 MAlllrlGAOUlllSS Linus E. Fenicle 2331 Market Street f1RMNMIl 1'"",",",1 Camp Hill, PA 17011-4642 Reager & Adler, P.C. TH[PtION[ N~B(R (717 1 763-1383 1. Real Estate (Schedule A) (11 1. Slocks and BOllds (Schedule B) (11 65,000 00 o 00 o 00 o 00 o 00 1,711 45 5,960 57 (8) 15,803 73 o 00 (11) (11) (13) (H) I (IS) (IG) (IJ) (18) 3 412 09 0100 3,41209 3, Close~ Ileld Corporalioll,Panllership or Sole. Proprietorship (3) z o 5 :l l- ii: <( o w a: 4, Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Dcpos.s & Mi5Cel~nCO\Js Personal Property (Schedule E) G. Jollllly owned Property (Schedule F) 7. Inlee.Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or 1I 8. Total Gross Assets (Iotallilles 1, J) (4) (5) (GI (J) 72,672 02 (9) (10) 9, Funeral E'pellses & Admillistralive CoslS (Schedule II) 10, Debts of Decedent. Mortgage liabilities, & liens (Schedule I) 11. Tolal Deductions (lolallilles 9 & 10) 15 803 73 56.,868 29 o 00 56,86829 12, Net Value or Estate (line 8 minus lin~ 11) 13. Charitable and Governmenlill BequestsJSec 9113 Trusts ror which an ~lL>(lion 10 tilX has not been z o i= ~g t-'lL :IE o tl 14, Net Value Subject to Tax (line 11 minus line 13) 15, Amoum of line 14 taxable at lhe spousal lax rate See Instructions on reverse side lor 1I) licilhlu nmcenliWC 16. Amount of line 14 taxable al 6% rale 17, Amount of line 14 taxable al15%rate 18. Tax Due 19, 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT d 00 x I o 00 55,868 29 x .OG x ,15 > > BE SlIRE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Undef pL'Illllics of pcljury. I dl..dilrc \hall have cxarrincd lhis rCIUfll. including accollllilllY~lg ~hcdull.'s ilrlll 5t<IlL'll1t.'11IS, and 10 Ihl.' 1.Jc~ 01 my IUlo'll1l1dge ant.! belie!. il is true. COIICct and cornplell.'. Declaration 01 pl'eparef olher than !he ~ Il!flIesentalivc i'i basro on aU inlOlmatioooll'dllch IIrl'll<lfl!! hilS ilnv kno'Metklc. SIGNATURE OF PERSON RESPONSIBLE FOR flUNG RETURN ADORESS DATE ~~J;,,..;t;;.. ilujf'v SIGNA EPARE Il;:Pll- TAIIVE ADOIlESS D:3/H'ffe O'ecedent S Com lete Address: STREET ADDRESS 212 South 7th Street CITY STATE. l'A ZIP 17043 Lemoyne Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2, CredilsJPaymenls A. Spousal Poverty Credit (1) 3,412,09 0.00 3,000.00 150.00 Tolal Credits (A + 6 + C) (2) 3,150.00 6, Prior Payments C, Discount 3. InteresVPenalty if applicable 0, Inlerest E. Penalty 0.00 0.00 0.00 4. TotallnteresVPenalty ( 0 + E ) (3) II line 2 is grealer Ihan line 1 + line 3, enter the difference, This is Ihe OVERPAYMENT. Check box on Page 1 Line 19to request a refund (4) 0.00 If line 1 + line 3 is grealer than line 2, enter Ihe difference, This is Ihe TAX DUE. (5) 262.09 A. Enter the interest on Ihe tax due. (SA) 0 . 00 6. Enler the total of Line 5 + SA, This is Ihe BALANCE DUE. (56) 262 . 09 Make Check Payable to: REGISTER OF WILLS, AGENT i. . .'- ""_.___ P.:'~_> . ..: ;'__~.~.":,::...:.' '-:. '. . "~','- ~;~~:.~/~:~;t;(:'::i~~rZTf':rf!!:~%~rr~,~ll PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X tN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Yes a. retain Ihe use or income 01 the property translerred; .............",.......................................... 0 b. retain the right to designate who shall use the property transferred or its income;............... 0 c. retain a reversionary interest; or ................................................ .......................................0 d. receive Ihe promise lor Iile 01 either payments, benefils or care? .......................................0 2. II death occurred on or before December 12, 1982, did decedenl within two years preceding death transfer properly without receiving adequate consideration? II death occurred after December 12, 1982, did decedent transler property within one year 01 death without receiving adequate consideration? ..",."....." ........, ....,..."..",..,.. ,,,...' ...."".." ....."..".."".,..,...,' 0 3. Did decedent own an "in trust 10(' or payable upon death bank account or security at his or her death? "."..",....""........,....",..",..,.,..,',..,",.,...,,..""""..".....,...""...,...,...."....,.... 0 4. Did decedent own an individual retire men I account, annuity, or olher non-probate property?... 0 5, K~l~:;.flC::J:~~i:~:~:;;~::::r ~::" No ID [:g ~ [] IX] lKJ [] tF THE ANSWER TO ANY OF THE ABOVE QUESTtONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN \[''1i;'jJj):t:'~'''':~'r{/;!:~L5:~~'::~:':.';>''':~'' . .... ..,...,:~...:.'. _ ..:\ .I~.,,,,,~ ..... . ......,:c:.zr:t:!lZi.:~J2t]~J''''l'!i'l1Si''frt1;:,1l 72 P.S. 99116 (a) (1.1) (i) provided for the reduction 01 the lax rate imposed on the net value 01 translers to or lor the use of the surviving spouse from 6% to 3% for dates 01 death on or after July 1, 1994 and before January I, 1995. 72 P,S, 99116 (a) (1.1) (ii) provided for the reduction of the rate imposed on Ihe net value 01 transfers to or lor the use of the surviving spouse Irom 3% to 0% lor dales 01 dealh on or after January I, 1995, The statule does not exempt a transler to a surviving spouse Irom tax, and the stalulory requirements lor disclosure 01 assels and filing a lax relurn are stilt applicable even if the surviving spouse is Ihe only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY I, 1995 - Please answer the following question by placing an "x" in the appropriate space. Old the decedent create a trust or similar arrangement which is solely for the surviving spouse s benefit for his or her entire lifetime? Yes 0 No lil If you answered yes to the above question, the lax on the trusl or similar arrangemenl is poslponed untillhe dealh ollhe second spouse, al which lime it will be fully laxable at the rate(s) applicable to the remainder beneficiary(ies). Enter Ihe value of the trusl on Schedule J, Part II, in order 10 remove itlrom the calculation ollhe lax due in this eslate, You may wish 10 file Schedule 0 in order to make the election available under Section 9113, II the election is made, Ihe Irusl or similar arrangement is taxed in the estale 01 the first decedent spouse, Ihe portion 01 the trust or similar arrangement which benefils the surviving spouse is taxed at the zero lax rate, and the remainder Is taxed althe rate(s) applicable to Ihe remainder beneliciary(les), II you choose 10 make the election, you must allach Schedule 0 to a timely. filed tax return, along with Schedule(s) K and/or M in order to show the apportionment ollhe Irust or similar arrengemenl between Ihe surviving spouse and the remainder beneficiary(les), Real ""'~~"''''~* COMMONWEAl. TH OF PENNSYLVANIA IHHER.TANCE TAX RETURN RESIOENT DECEOENT FILE NUMBER Maida L. McClow 21-1997-0739 AU 'III property owned lolely or.. . t.nlnt In common mUll b. reported II fair market valu.. Fair markol valuo is duFned as tho price at which property would be exchanged be~""", a wilting buyot and a wiUing seUer, nei~er boing compelled 10 buy Of sen, bo~ having reasonable kncwledge ef ~e relevant tacls. Real preperty which I, !olnlly-owntd with righte' I I mUI b dl 10lld en Sch dul. F, ITEM NUMBER 1. ESTATE OF SCHEDULE A REAL ESTATE DESCRIPTION VALUE AT DATE OF DEATH See Property located at 212 South 7th Street Lemoyne. PA 17043 HUD-l Settlement sheet $65.000.00 attached hereto TOTAL (Also enler on line 1, Recapitulation) $ (If more space is needed, inserl additional sheels of the same size) 65.000.00 '~I.iI))~~itJi\i~~~~\~';;j ';'I~"',~""-~',~"~;:;i~'':-, ';..... !",~:.,'. \ ....'....".II.,~~* COMMONWEAl. TIt Of PfNNSYl VAlM INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER 21-1997-0739 Maida L. McClow IncIud.1he proceed. 0' ~~g.1Ion and Ihe dalellle proceed' werelecei,ed by Illo e,lale. All property Jolnlly.owned with the right 0' 1U~lvoJlhlp mue' b. disclosed on Schedul. F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF OEA TH 1, America Travelers - premium refund 30.90 2. Penn Treaty premium refund / LTC Coverage Policy No.: H99401 & P402678 69.35 3. Refund from Cumberland County Home 1,111.20 4. Miscellaneous personal property 500.00 TOTAL (Also enter on line 5, Recapitulation) $ 1.711.45 (If more space is needed, insert addilional sheels of the same size) "V"~"""'~l~ . COIolMONWCAI.Ttt OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEOENT ESTATE OF Maida L. McClow .....-...----'...--- '- SCHEDULE F JOINTL Y.OWNED PROPERTY If In ....1 WI' mid. Joint wllhln on. year of the decedent I dale of dealh,1t mUll be reported on Schedule G. SURVIVING JOINT TENANT(S' NAME A, Donna M. Dykema B. C. JOINTLy.oWNED PROPERTY: ADDRESS 347 Poplar Road Dillsburg, PA 17019 " FILE NUMBER 21-1997-0739 RELAnONSHIP TO DECEDENT Daughter LETTER DATE DESCRIPTION Of PROPERTY %OF DATE OF DEATH ITEM FOR JOINT IOOE Indude name of flf\8ncial insMulion and bank accounl number or similar identifying number. DArE OF DEATH DEeDS VALlIE Of NUMBER TENANT JOINT Attach deed ror)oinU~.held ,eal estale. VALUE Of ASSET INTEREST OECEDENT S INTERf'lT 1. A, 1994 PNC Bank - interest checking account 11,921.14 50% 5,960.57 No. : 51-4009-3184 TOTAL (Also enler on line 6, RecapilulaUon) $ 5,960.57 (If more space IS needed, Insert additional sheets of the same size) "",mu,",,,,,. COMMONWEAl TM OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 21-1997-0739 Maida L. McClow Oebtl of decedent mUll be reported on Schedule I, ITEM NUMBER A. DESCRIPTION ,. FUNERAL EXPENSES: Stone & Murray Funeral Home 408 3rd Street New Cumberland, PA 17070 2. Headstone - purchase and engraving B, ADMINISTRATIVE COSTS: Personal Representative 5 Commissions Name of Personal Representative (5) Social Security Numoor(s) I EIN Number 01 Persenal Representati'e(s) Sireel Address 1. Cily Slale Zip Yeatts) Commission Paid: 2, 3, AllorneyFees - Reager & Adler, PC Family EKemplion: (II decedent 5 address is not the same as claimant s, allach explanation) Claimant Street Address City Relationship 01 Claimanllo Decedent State Zip 4, Probate Fees 5, Cumberland County Register of Wills Accountant 5 Fees 6. Tax Return Preparer 5 Fees 7, 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. Cumberland County Law Journal The Sentinel Travel to Courthouse Copies and Postage Cumberland County Register of Wills - Inventory PP&L for decedent's real property - September 1997-March 1998 PA, American Water Co. September 1997 - June 1998 Bell Atlantic - September 1997 Lemoyne Borough Refuse Service Nationwide Homeowner's Insurance Tree Removal AMOUNT 4,498.20 200.00 3,500.00 141. 00 60.00 51.12 9.00 3.34 15.00 221.56 67.96 11. 46 107.00 113.50 175.00 TOTAL (Also enler on line 9, Recapitulation) $ 15,803.73 (If more space is needed, insert additional sheets ollho same size) "Y'"Il,"'II"~.. COMMONWEAl. TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES NUMBER \. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (includo Dutnghl spousal dislribulions) FILE NUMBER 21-1997-0739 RELA110NSfllP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ESTATE OF Maida L. McClow 1, Donna Dykema Daughter 100% of personal property & residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1, TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheels of the same size) 'nl' loII\IJ<:Jai...n...., hereby ,eMovhOV, ntCllpt. at . COIIIphtc:d cUP7 or ~gc:l 1'" ot tblt ~t.1ot~nt " any "ttll,t~ntl nr.....ed to her.!n. I KIWI: CARKPUl.t.Y' QIIIPfEl) TIU: JrJtl-l SI"t"nDlRm' ttAT1IKCf":' AJltl TO 'l'H8 !IUT or MY Jl:ltON1.KDaI' AND JaLJIP, 11' n A ftUl Am) ACCUlA'l't ITATDCEN'1' 0' ALL A~It"TS Nm DlSiUIUItta:lft'5 tWJI' '* IC't ACC'Outn' OR )lY MB Elf 'nI1I ~u.motf~...._ CDTJ". ~'l' I *Y11 UC;.'lUVll) A COPY OF M lI\ID'lg~""""'L:J.. I ~ ~~~.~ ao<<MN'lR....L ~ r (j[ . .t.-.. ""J.WIl ~JlJ...~ J~h ~ n1i!(I~.." 1t.t.Tll'/ .. IlIlITD j rI.I , A In"'TI or I'IoU L. MCCI.nW eoMQtmR M/../~" Alh{MI..nA.c..... ~._ '1'l.LQ. tir"w.Uo .... 'tmrttllW) I I I ! I I I i . I t i I , I ! [ ; , I i , I , i i I I , , ! I , . .-' -. - ....~, ~" ,-", FROM IS '" !I BeTTLI'!I1!NT seRVice A. SBTTLEMENT nT~rHMENT 717~f)71.6923 1'9'99,03-13 101047 .&67 P.01/0'2 .. TJn 0' Inut I. I I ... I, tl rtftA I. II Can.. unl"I" 'ILI~n. I" loOM "JuD 1,.h:l1'NoI4I lit' CUI IMCIII . II VI\ ,. IIIClonY.ln.. P1Il'", lI.ono c, 1'Un.'ftli. Cllra Lit hunl'Md toll ..,In )"11I . 'tn_nt or "lltud ntt I....nc Cot~". MwnU ,"Id to aNII IIr 'h. ..tl,l."...,t .,.nt ," .1\OVn. It... ..,".d "11<<" _u. paid CNUldCl 1M r.lulnqi tl.Gy ... ahuwn IIu'o tor In'tl.....Uond wnog". .Mlre ItOt lMIv:t1d III t.lw tuU" I,D lO." ,t/IlIII'I'nlII.IMl/.ln..tl D, N~ J.HP AllCllI'U Dr IOIlJIOWloX I, 1l.loMlC AJID NlIaIU 0' IllU0811 r.w.Ma:NllDliDC*1lOltD'LDIDIIll IAT'Itf I. WJllTOlUAlJ ANI t:1T~:n 0' ""1M L. Mt't'tOM <'O\1H1'It11l1D' lCHI UWf.. ,..,. "".l.utl A, IfKln:1GLf.O 2'2 toVnt 'JTN lI1'ItDT LDI01lG', .... non Q. 1'f'O,ntT'1' a.oe...:IOH ", SIT'TLIJ!.Wtr AllUT ~S.UJ7nJ .. 'lt1'TI.-.mn'DAft "- 2'2 IW11I 7111 C1'kIlrt . . . IlTrJoIPIDtt JlIKV1~', ,II<, LIMOYICl, .,. nOtl IC.lIrahU,1IU CI.lMII~ClO\IIIty;'A I'LACI or '1:Tfl.>>UMT '''5 LfNOLlQT01r.IItOAD KNUlllnlUM. 'A. n\n J. IUIIO.A'I or IORStOWIJI'" Tl'!M'AC:'ION It. .Ulft\II.T or 111.UI!." 'I'RI.al'ACI'IOtf 100. c.oSJI L"tOlNl EIUI: noM QQ6la~1Il tOO. at41au AllOIMl' DUa 1'U Ill~ 101, CDntrwet ","l., .r1ee .!o,ooo.oo 40t. t'ur.\...vt ..ii. PriM ",000.110 101. "uUllII noptRY 40a. I'cUONll Property lOJ. IcttlelHllt ClIarg.. to lorrOWtrI" Un.HOO J,loa.'Jo 10). - 104. tOt. 10!l. tU. .to4j\llUtlul.a l.u It... pillS ti'/ ScHar In adYllnC'. MjllJtllll'lU tor it.... fill" by I.U., 111 .dVU\CI 10'. City/tOW'T...... t. tile;, Clty/to..n Tax.. to 10?, OIl\ll\t.y'1'l)!.h O1'U-" to 01.01-'9 '''.'5 .07. county nzco 01.12-" to 01-01." :lIU." 101. 'cllOO1'l'Ua1 n).u.,. to 01_01." :lU.411 toO. S1chDg\ 'l'AU' o'.n~u to 01'01 " 28'.48 U9. Tra." u.n." toOt-OI." '.5& .0.. Tn." in.n-" to 06.01.'11 ,'.. no. ne. lU. tU. lU. tu. no. CKOS' AHCOIl'l' DUB nos aouown n,"I." no. ar.OSl N1CUIft' WI 'to ac.z.a ~'i,"o.n JOO. NlODN'l'Q "AID Br Ok IN aiHALl' 0' eoUOWZl no. IWIlJC'l'IONV nf AHO\:lItt DIll 'l'O ItI.tD 201. oapollt or ..mert IIIOII.Y 1.000.00 501. '11I<<11 DqlOlit {a.. lZl11tlNCltlon'I 2OJ. PrlllClipal M;wi~ 01 n,w 1oClIn/:\1 /In,I'IMl'ln 11)1. Jllt.tlClllllDltlaa"IIIlIlIl~""" 1;...UII "..'.:'" lO\, f,1f1r1rt11O !(\Inhl 'NIhn V\Lb~oot 1:0 515. ....J..U.... I.....,.. L....... .""j..~t tV 20'. ",, .ayvft ot Utlt 1DO'&'l:gtlgcr. loan llOS. 505. ,..yott of ICcoad _ngagl INn 206. !lU, 101. 107, 100pol11: 111.D\lI'Ic4 II proc~1 :l00. "I. lOll. ISOP. Mjultunh tor It... "'1I.IOI11S by S.U.r MjuatllUl.. tVI' it_ \IIIPIollS tIy tIellu no. C'ltY/I.~'I'lXIa ,. 110. Clty/towa 'lo'~s ,. JU. county TUI' ,. !Ill. C'o\mty fUll ~ 211. achool Tax.. t. U2. !cbool 'l'aq, ,. '11. 5\1. 211. su. 11!l. r.n. 21'. ,,,. 111. 517. "91 eounty/T\Ip.'l'uII,r.2,tb A. tfloo111, '1''' 121.4' 211. ".. lU. u,. 220. ~ 'I.1'P .r/roa IlClUOWb 11,000.00 !l20. 'I'O'1'lU. UDUCnOH IM01.Ilfr tQlI ftLLD ..2".4' )00, euH .&.'1' .rrn.s:t\I:tn' ......Olt/TO oor.AOtn:k 600. CWi ~ t.<l.'n'IoIl'mft' m/FROfC !:1ILLll 101. ~C10D ""'I: ou. reM I'\QUowel' IU_ uol 511."3." 601. nrQ" AnloUnt eu. 1.\1 1~llr l.l.UlCnol ,r.,Il'~~ 202. toe.. .\Int P~J.'" by/'or; IQrrowl!' tUn. :nol t U.ooo.oo) 102. :,......c1UCtlONllAlC.tl.U.C' Ulflolno) ( .,211,4.11 Jo:I. CMH tX) "OM 11'tO IIQItROtfIA 1.le1,6'1 UL c:.uN (xl to 11 ...... ....... 511.'".''' U.I, tlI{pAa"naQrI' or HOUIIIfJ IJftl trl...... tlrnl.OPl<<lf'I' CfO NO "01.0'" l\'Jl 'fO 11m BIS'l' OP IIWICK MUD RVt1I1 JMl-l JI~' IITI.TIIGlh"l' W111r.'1f 1 MA.... hnMm I' A 'nUB NeD AmIllJoTl J.C'ttlUMT 0.- 1ICI I'\IIID5 011 M1lJo IIi Dlf:IMU:SD 1I't TI/ll tfN[lb.'IGMED ALl PM'l' Q, TflJ 11ll1'Tt.IlliIDl'l' O. ~u TUHu.cT%OW. ...;: II c:a~. 1~. tlAIInml 1'1' II " al.IMI 'l'O lOtO.fHQLY MAJ:rl ,ALU STJo~'Tt TO TlGI tmtTm STATES 011 nn. 011 AWl UM1L..a.A f'QNf. l'IIWn'tl!J U1'OIt COtfVIC'rlOH 0.'4 1ueu11l1 A rlKt Nil.' lItPlU!:tIllIGOn'. row. DIT'uU UBI TITLI! 11 UoIl. alDI UlC''l'lOK 1001 . nC'TIOIf 10111. FR01 19 II. B EETTLF.tENT SERVICF. 717-67\-6923 1!1'3f).03-13 101.r110 .657 P. 02/02 1~~~HDlI ...~~Il 'OQ.':OU1IIl'l/lllIkl,,~"la",aa..<lltnPrlllI1 1I1"hlO1"1 of f>>M,luloa IUM 1O~1 .. toll_I' 701. f 1.100.CO "u .rlcll 0.",,11"1 '01. 1 :I.no.oOf.O'I.l\y,,~ullv" 7OJ. cOIiIIIhllon ratd ." hLt'"",n" ,ot. 100. ITDQI '''TULI nr ~t."!'IOH 1111'11 J.QAN 101. 1.o&P arlgt_Uon 'II . IO:a.~Oll~t. . 101. IIDr.lu1/cnd.1t. ,u ,11&. C'udU; Il.Ipoe' '01l.~It'C1UPClltlflft"ell; 101. Tax 1ilI"Y1ao 'II 101. ,lood,e.rtIHUI.1Ilft 'ee 101. Dc:ICUMtI" pup.r.. '01. CO\Idn ,.. I 4."10,00 tArD noM _'I ,,-AT ''''''''''' .AHI nOM nLLD' . ,.MDt AT ............ ./ _.uo.OO .. .. 1:.0. IU. '00. '01. toJ. ,QI. '04. pg~. tOoo. InKS llQUlllltl OT UJrn". To Ie 'UO lit N)VA.'fCI: IftUl'On trOll O).U." '004-01.11.' u.nooOO/~}'t30 d,Y1I Hon"'9' l~onca Pr_itn tor ..mthl to tutUS In'1.lr&ne. "HIlIIIt fo.. 1.0 year" to CO\.lN'n.n1Itr1 POt'.Il.DM::I. .. " ~u.oo '0.00 1'.00 lI,.IJtI ao.oo 2U..O lU.OO J'I.:l7 'I." 101.COO _UI.22 ".00 15.00 U.OO 12.00 IU." La C'Ol./ll'n.TIlIOC NOHB UW4I. ure. ,. ,. 10 COUIn'AT1fltll~loOoIotft!,lltC. ta ~Tlnt:lltQMDt.ONf'I.INC. 10 <:'Ot1N'nnll~ IIQMI LCWf'. Itft'. to eoutn'l'tW1DE HCltlI LOAIt'. :WC:. UIl":. ...U.VIS Dll:101I1'1'r:D WI'" ldMI'lIl IDOl. H3ll1rd 1n.lIlT&n.:. 100'. Mo,t.glloQ' IMunnCI Ion. 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II ,"C'cdPt a' . ~1,~10 eomo~' QU 1102 "C th1. .Utlllent', l./IY .tu.eIlllolUi"~fjfl1'r~ 1::11 hllnln. jl1AV!l c.u:1:P1rt,LY aM ItI:D TWE I I tll'1"rLmCllf'T 8n'l'DlnlT ~'(f)-'t'O Blro'l' (II" K'I DlClWLlDCI IJID IM!.U" I'J":~J. nlJE ACa1lATtI TATIrIDlT ur ALL -:~~t InUU~ tQDll'lH lC't.ceo oa R1' tIa tit Tlml JI'l~!Ae':'I9'1;,JL~br.J.lI: U"Y -I' -JI)""" UCllVlll ~ GQP1' Qr ~-:tt el ... ~TA~. ,({~~1~~~~~ :.,... 510lU\.OI!lll. ~~.. tJ' '-/ ~ ./ al10LEll a/iHfl,T1Ii 1 "1'"<\. ZIOIUIOWlII. ..'ILLeR 11.'0 "11.011 410.011 110.00 ~Jre~MurJ~J W O~:ilu:r~uW'~.,:t~nJll.:r...'~~~~ Jc: I~~ct~n~o~! 'I"HJI I'\I1fD1 CJ;:J. Itfl;'. =1~iO!tIT:J'lftct.vl.;W:.'J~~~'~~~ ~~1]t~~~a~t'f4~1 3:~:UCDllr..g~~ Y:ol~..g~6~0{g~' ~tla ~ CnrtlU_.t LII DtI II C'tUC c:nry t4/WWJmU.JlUD/PlO"UI . -....,....-- Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 1997-00739 PA No. 2197-0739 ESTATE OF MCCLOW MAIDA L ILA~.', rlK~.', MlUUL~} Late of MIDDLESEX TOWNSHIP CUNb~KLAl'lU l;UUl'I'l'l, , Deceased Social Security No. 178-05-2106 day of September WHEREAS, on the 9th dated March 27th 1997 was admitted to probate as the last will of MCCLOW MAIDA L (LA::;'!', rlX::;'!', MlUULt;) 1922 an instrument late of MIDDLESEX TOWNSHIP 22~ day of AUQust ~ and, ~HEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to DONNA DYKEMA who ~ duly qualified as Executor(rix) and ~ agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, of my Office the 9th day - , CUMBERLAND County, who died on the I have hereunto set of September 1997. my hand and affixed the seal ~ (I ~ ("veld!';,,,,,,; , (. xel 'l ~ **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) " I '.j ,',1' LAST WILL AND TF.STAMF.NT OF MAIDA L. McCLOW , .' 'I" I, MAIDA t.. fotcCt.oWN, or the l\orOlItJh of J,omoyno, County " , , .. ", oC Cumberland, nnd state o( PClllIsylvc1l\I.." helruJ in IJood hodi1y " hoalth and of sound nnd dinpa5ing mind and memory, nnd not ilcting . ,/.. "1' l" , under duross, menace fraud, or undue influence of ilny peraon whomsoever, merely calling to mind the frailty of human liCo, and being desirous or diopoGing of my worldly qaoun willIe I h. have the otrongth and c.1pnclty 50 to do, 1. do m.1kc, puhlioh I I :.! and declare this my LAST WILT.. ^ND TF.ST^MENT. I hereby revoke, cancel and annul all my former Willo and Testamenta, including codicils thereto, by me at ilny time made, and declare this alone to be my LAST WILL AND TF.ST~~. AS TO SUCII ESTATE AS IT liAS PLEASED GOD TO ENTRUST ME WITII :,' IN TillS LIFETIME, I DISPOSE OF TilE SAME AS FOLLOWS, VIZ: ,. ',. :!:. " ,..... .', ITEM 1. I direct that my Executors hereinafter numed PQY .':. , 1;1; and discharge all of my just debts, funeral and testamentary .~ .~~,1' .,'-" ". I .. expenses. \,,' ITEM 2. larder and direct thnt I be buried in a lot which .''t I own, situate at thc Odd Fellows Cemetery, Trcvorton, ,.! ::i Pennsylvania. , ~.:.,. " ITEM J. All the rest, residuc and remainder of my entire ., estate, wheresoever situate, Qnd whiltooever it mny consist of, I givc, devisc, and bequeath, aboolutely, nnd in fee, to my , " j ~. , . ..:'. ~ " dearly beloved Daughter, DONNA DYKEMAN. In the event my dearly . '..1 fails to survive my death by sixty claY5, then I give, devise, :.:'" .. ';'ir;.; l" ,t,. .;..... 1':::::": ~ \ beloved oQughter dies with me in a simultnncous disaster, or : ': '. and bequeath, my entire estate, wheresoever situate, and (/,(. I . .J " . 'f whatsoever it may consist of, to my dearly beloved Son-in-Law, MAIDA L. McCLOW I: ~. . :~, ' : ~. .' r." .t:'r,,;- fl':; 'i ",1',:' \ f\' ~ 'iI" 'I' ,!<IC,,; " JAMES A. DYKEMAN. ~ " fn~;t1nc.~ d' 'I I I i I ,J , I I 'ff ff :~ "il 'L ", " "'.", ' i I.. I I 'i I'l'BM ". I nomlnntc nnt1 ilppoint OONN^ nYKI~M^N no l':xccutrix , , , of this my Last will. 5hould the J~xecutrlx namet! Call to qunliCy or conno to net no t'~xccutrix, then 1 utlPoint J^MI';:; ^. OYKl-:MAN 49 Exocutor in her Btond. " , " ' " . ~ ,I " ITP.M 5. I direct that my pcroonal rcprcocntiltivcs, as . " I" : ~: . . I., , ';' well as their GUCCcosors, Ghall not be required to give hond "~I"~ for the fnithful pcrforllluncc oC thelr dutic:; .in ilny jur.indlction. ",'iL : ' ITEM G. I uircct that ill1 estate, SUCCc:Hi!on, lcqilcy, ~ .'.)1 ,',"'. .~ I , inheritance or other trnnsfcr taxes, however designated that \.!: Ii ;, 'y shall become pilyablc by rcnson of my dCill:h in rcnpcct of atl " property comprising my gr035 cstlltc for tnx purpone:J, whether ". .. .~ .' I . or not SUCll property passes under this Last IHil, shail be paid by my P.xecutor out of my residuary estatc. " .:. ITEM 7. I grant to my personal rcprc5cntativca herein " named, in addition to, but not in limitation of those powers vested by law, to be cxcrci13cd without prior application to :!l'. or approval of any court, the power Clnd authority to retain indefinitely ilny property, to invest und t'cinve:;t any assets :1' or the proceeds derived from tho sale or naaets, although said investments may not be of the character prescribed by law, to I','. ,. so11, convey, assign, transfer and encumber any property, to ',' HI pay, settle or compromise all claims, to make distribution or divisions in cash or in kind, und in general to exercise all i ,.. powers in tho manaqcmcnt of any property hereunder which any \ individual could exercise in the management of similar property \ ,', ./,1, owned in his own right, and to execute and dolivcr any and all instruments anel to do all acts which lJIilY be deemed llCCCssilry and proper. d.,' , " , t', ..... '"rn ~~ .I... ';t. /J? <: cL..r MIIIDII L. McCLOW " _______________________________r,ND___"________________----- :. , 2 ".'. t: ';'. , , , , ; , ,;, "/,'" " ", I COMHONWI':^L1'1J 01,' 1'1':NNGVr,V^N I ^ " .' GS'I, COUNTY 01' CUMnlmr.^NO 'I ,.,"" I, M^ tD^ L. McCI,OW ,'I'I'::i'I'^'I'n I X, WhOlit! 'WOle in lilcJIlP.ll to li1ii-.';.I'tt.:i(~1ieTorrtl'I:-;~(J()ln'J innlrumnnt, 1101vinq IIPI!n duly qU..11lflctl .1ccortlincJ 1;0 1.1w, <10 11I~rr.hy i1cknnw,INItJI' t:hill nlcJl1ceJ nnd eKN:utl,Hl the lnnlrumC'nl ,'W my I,MiT ""JI,I,: I.h:lI: I nlqncd it wlllinlJly: nnd tllnt T niqnl~c1 it ;I!j my I"re'! ,Inll volul1t.:lry DCI:. for thC" IHlI'pnrir l:hC:I',.,in I'K!lI."'!i!i('(I. " " " ..... 5worn or ilCCirlllc:r1 to ....f1d .:Ic:knflw/('r1r(f'r1 h~rl"" IIIr', by _._..t:t!\'!.Q~_~_'!._.MCHC;:'~.I.Q~__._..___."_ I-he 'l'I':::'I'^'I'Hr:-:, 1,llir; 27th 11:1') or _.J.\i!L<:h__ I Q,2,2, " ~"". NOTAOIM. <~,\l . j' AnOONEY JAMIS \', ,'~Ct', I'....y f'uWi' I: .. CII:I,hr,ul( ( "'1"1 : My C'/MIi\u.n l"rplfU Mar 13, 1995 'I .---------.-. _ '" ofr~ N ^UY 1'II1l1,Ie ' \'ch;Jnic!i!Jllr'l. ('^ y {"IHlll1li::~;il'/l l:~:Jl'''1' '. 5/13/95 'II , "" :'" I ,: :, .,' 'rhe precr.oding imitrumellt con~;jr:lln~1 ol: lid:; i.InJ L\olo .(:n othr.( typewritten p.:lCjQ:;, identified kl the :;ifJnill,urf! Ill" Un' 'rr-;S'I'^,l'HIX, wan on the d':lte the reo~ r. i (jIH'll, publ i r~l1l.'d .11111 dccl.Hcd by -MAIDA L. HcCLOW , the 'I'E~;'I'^,I'RI>: t.h"'f(!in nilllll~d DS ilnd for T1C'L: .!;^S'l'-Wn~f;-~~!? '1'1';~'I'^~11'~T. ': .' ..... " ,::11 '(' He:; ill inl] tll ~2.J.._f!..,-~pl~~ 1:._i.'~'.I_H i _t.l~..Uo~Hl t-lcc..:ll~ln i c..:~I)~,2!L.Jl~~~.:_~' \ ' , " ~A/~' CH -" FUHTI nC5 ic1 iny ill; :\ :;~.:......::!.~_J!J~~]:':.!:,.i..'2.~__I.!.i...!J.__.!~~.I~!~l_ ~!:!~.l.I,,~l.X~:.:..1 ~1,11:.',t,.....I_~~\._ ..I.?,:)I, 1', 't. .', , ^ P 1~ 1 n A V [ 'I' -.-.--. '.... .... com10l1NE^L1'1I 01' I'ENNSVLV^NI^ ~ 'l ",1 COUN1'V 01' CUMIlF.RL^ND Wo ",.J;llI!.'0.JL.2!'Il^H~h!,J 0'1<.1 __....""CIIIlI,S .LOnT I ' III" Witllf~:;~r.o5 whose ,Ull1ler. .:Ire siglled to till! id.l.;u:ll/'d Ill' fllll~'1llill,! inr;trlllnnnt, bcin'J duly qu"li.[.i'H] ,1cc;ordilll.l 1.0 l.'IYl, ,101]1:1"':;" :\111 [ GDY thi1t we WCl:f~ prcnent nnd r.i<lW 'l'I~:;'I'/\'I'Hl): ::il[lI '-Jnd 1.'>:1'1.:111:(' ! II" instr.ument ,)5 lwr I.A~;'I' Wll~Lj thill: shp !:iqn/!d ''Ii' 1 il1'1ly ;11..1 llldl :;111- execul:ed it ..1r; IllJr rr.~c LlIIU voluntary '-1/;[: ]01.' till:' [1111 Jl"~;I' l.b".l'ill cKprl~:;!H~d: thLlt c.Jch or un in thl~ hf~i.lrinq ':HlII !~i'Jld' of l.h'~ 'l'IW'J'NI'ltlX :;j9ncd the WII~r, ar. witnC!i!ic!J; and l;Iwl: Lo 1:11(' Iw::t (II "1111" knowlr.dye the '['gg'l'A'l'IUX wa5 LIt th(~ tinw HI or mOI:\~ year:; of "'Y', (II soun<l mind nnd under no cnnntraint 01: undue infllJf:lIce. , '~" .,:I! :;.....orn o.t: .,rfiriiH:d t;d ':;:l"~ :Hlb:H:1 ;:"_'I~ ,...., :.r.f..",: Ii,,' l,t l' ~.UYS II, SPIl^MI'1.1, I and __~_UJU.?.......f.9.[~.T-'.__ wi tnC5:1c:i, tll i_!i , ....~ 27t~ <Joy o( March 19 2.~ .. ".....'- NOTARIAL S[AL , "TTOnNEY JAMI,S M, n^CII, 1l.taryl'Wlic C;UlllbttlslI' Cwulr r. I, 10\1 C'rIImissi.n ("pires, Mllr 13. 19CJ~ ~6bc/__u N RY I'UIll.IC ,chanicsburq. P^ My Commj;lssion gxpi rns: 5/13/95 ,- " :, ; ',i J "'! i :,i , :.. f \/ . Inventory of the real and personal eslate of Maida L. McClow _._-_._--"'~---~_._.._-- deceased .._.u___...~__. --.._--...._-. Real Property located at 212 South 7th Street Lemoyne. PA 17043 65.000 00 America Travelers - Premium refund 30 90 Penn Treaty premium refund / LTC Coverage Policy Nos.: H99401 & P402678 69 35 Refund from Cumberland County Home 1 . 111 20 Miscellaneous personal property 500 00 PNC Bank - interest checking account (1/2) No.: 51-4009-3184 5.960 57 ;' '~1,i,1:) .-,,", 1"..- TOTAL 72,672 02 rji" r", 1-'1'-- '''.'1' ''',- r. ,,- l. U ,:~ l'~: ": COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J u: Donna M. Dykema ~-~._-- .-.-..--- --'.-. --- ""..._----.-.. _. -.-------- ----,.---- - ..- --..--- being duly according to law, deposes and ..ys that 8 he Executrix ,_, 0' the Estate 0' Maida L. McClow late 0' -- _..g,lIloynl!,J!o_r_ollgh .--'-"" -.. ---, '___, Cumberland County, Pa., dec,eased and that the within is an inventory made by;'>"."" ll_ If> {)",k< ''.''~~,_, ,the said fV({(l{.fL~ of the entire estate of said decedent, consisting of all the personal pr.p..ly and real eslale, except real estate outside Ihe Commonwealth 0' Pennsylvania, and that the ligures opposite each item 0' the Inventory represent it's 'air value llS of the date 0' decedent's death, ;;;. (.; ,h..it, f-D and subscribed be'ore me, J)~ }r1, {J.~ -Cp.~ en or. Adminidrator ;l-i Ci.--L.dc 2. S- f f._])}L / NolaJ!elSea1 , MonIce D. ZSn:her, Notary Public ~ HUI BolO, Cumb.llaM Counly My Commldlol" ( ':~'15 Jan. 14,2002 ", 1m r, nns~".no;: "..eel.tllln 01 No~les /' 7_F[' ' 22 :O&)e"o' Death- : 't"....,'\.'..,.' '>'.,: ~' tJ i .~' : -- : :-. ~_ ;:;~, L '" INSTRUCTIONS ,~,L'", f.~ inventory. must be filed within three months alter appointment 0' personal representative. ,'C .,:",' .\ 2. ,'{-.uppl~ment inventory must be filed within thirty days of discovery of additional assets. "j, -,' 3:"':Additiona' sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. 191V Address Day August Month 1997 Vu, >- -d :> ll> ~ W ~ ~ t- O '" W ~ .-; " a.. U u " 0 0 Vl " " '" >- w e>:: w :>:: c '" ll> I- :x: a.. a.. c: t- ...J U. .,; ~ Z 0 0 U. ...J ;S >-1 QJ a.. ~ W 0 <( .::: ,;. e>:: 111 > Z "tl 0 - Z 0 c '... El c: " - Vl Z ~ QJ 0 0 e>:: >-1 () Z w <( ... a.. '"0 c: '" ... -;: 0 " .Ll '"0 ... " E ..!! 0 - " 0 '" () Li: CD ...J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT' or REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.2B0601 HARRISBURG, PA 17128.0601 RECEIVED FROM: r LINUS E FENICLE ESQUIRE 2331 MARKET STREET CAMP HILL. PA 17011 FOLD HERE ESTATE INFORMATION: FILE NUMBER ~ -. .' .. PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~"Jt.lt ~ NO. AA 2 G 9 899 REV"" EX fll,O., ACN ASSESSMENT CONTROL NUMBER AMOUNT J..Q.L $?h?fJ9 FOLD HERE -., NAME OF DECEDENT (MI) DATE OF PAYMENT ::l/:;JfJ/199R POSTMARK DATE O/OO/ooon COUNTY r.LJMBERI ANI'> DATE OF DEATH REMARKS DONNA M DYKENE CIO LINUS E FENICLE SEA~HECK# NO CHECK # ----___n_.._~ _____.___.__..._...-.__ ~..._ , (FIRST) TOTAL AMOUNT PAID r . , $262.09 nLCiISl'r~:tl OF \,/'-/I!.1-(; RECEIVED BY '. --._- ---.. -.,..- -- ._.-. --- ~. ~ ,_.~~' _..._-._--_...------.......~ ~,~-R"l , ' -c:....~ _ " ~ .' \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE /!J-dO/ - 7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 c... NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUIlIlER COUNTY ACN LINUS E FENICLE 2331 MARKET ST CAMP HILL PA 17011 06-15-98 MCCLOW 08-22-97 21 97-0739 CUMBERLAND 101 Allount Re..! tted * In.II4'UU' u,.,u MAIDA L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEY:is4'n:if-Af'P-fo9'':97riiciT"icEnOF-YNiiERiTANCn:'A'in-pjiRAisEiiEii'r,--ALLOWA"NCrOR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCLOW MAIDA L FILE NO. 21 97-0739 ACN 101 DATE 06-15-98 TAX RETURN WAS: 1 X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, Real Estate (Schedule Al 2. Stocks llnd Bonds (Schedule BI 3. Closely Held Stock/Partnership Interest (Schedula CI 4. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6, Jointly Dwnad Property (Schedula FI 7. Transfers (Schedule Gl 8. Total Assets (1) (2) (31 141 (5) (61 (7) I CHANGED 65.000.00 .00 .00 .00 .00 1. 711. 45 5.960,57 (8) APPROVED DEDUCTIONS AND EX~MPTIONS: 9. Funeral ExPenses/AdD. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Xl 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 15,803.73 .00 (11) (12) (13) (14) NOTE: To insure proper creeli t to your account I submit the upper portion of this fora with your tax pBYllent. 72,672.02 11;.803 73 56,868.29 .00 56,868.29 If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rat. (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 taxable at Collateral/Class B rate (17) 18. Principal Tax Due NOTE: TAX CREDITS: PAYHENT DATE 11-12-97 03-30-98 RECEIPT HUHBER AA242445 AA269899 DISCOUNT 1+1 INTEREST/PEN PAID (-) 157.89 .00 ,00 X' 00= 56,868.29 X .06= ,00 X .15= (181 AHOUNT PAID 3,000,00 262.09 .00 3,412.09 .00 3,412.09 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. . OO,,~c!" TOTAL DUE 7.89CR l:SL.,.c,,, ,!i,i"I: ( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REllUIRfJI. I,,{_, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), y(J4IIIAY BE ~",;!! ' A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSit<<Jc1fDIIS'" ,,'''' . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ t~ '0 :q ::>Q.. ~ N " " 0- r-- r- ~ h ~& ~ :ii~ RESERYATI~: E.t.t.. 0; ~~~Ing on or before Doc..btu' 12, 1982 h if any future int.r.st In the ..t.t. Is tnn,"rnd In po.....ion or ..,jo~t to CIa.. B (collateral) benefiel.ri.. of tho decedent after ttMt explreUon of any ..t.t. for 11f. or for years, the C~.lth h8reby".xpr.s.ly rllserVllS ~ right to appralslI and ....s. transfer Inheritance Tax.. .t the lawful Cl... B (coll.t.rell rRt. on any such future Intere.t. ,,' " .0 PIlRPOSE Of NOTICE: To fulfill the requlr..-nt. of Section 2140 of the Inheritance end E.tat. Tax Act, Act 21 of 1995. (72 P.S. Section 9140). PAYIEHT: Detach the top portion of this Notice and sublllt with your P8Y1NKlt to the Register of WUb printed on the rever.. side. --Kake check or .oney order payable to: REGISTER OF MILLS.. AGENT REFLtlD (CR): Ii refund of II tax credit, which WillS not requested on the Tax Return, .ay b. raquestctd by cCMIPlat1ng an "Application for Refund of PonnsylvenJa Inheritance end Estate Tax- (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District OffIces, or by calling the special 24-hour an....ring servIce hlMbers for for.s ordering: In PennsylvanIa 1-800-362-2050, outside PennSYlvania and within local Harrisburg area (717) 787-8094, TOD' (717) 772-2252 (Hoaring I~aired Only). OBJECTIONS: Any party in interest not satisfied with the epprais~nt, allowance or disallowance of deductions, or a$sos~t of tax (including discount or interest) as shown on this Hotice .ust object within sixty (60) days of receipt of this Notice by: --written protest to the PA DepartHnt of Revlmue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the .atter deter.inad at audit of the account of the personal representative, OR --llppea1 to the Orphans' Court. ADI1IN ISTRATIVE CORRECTIONS: Factual errors discovered on this assesSHllt should be addressed in writing to: PA Depart.ent of RevClrlUG, Bureau of Individual Tay-es, ATTN: Post Asses~ent Review Unit, Dept. 280601, HarriSburg. PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet -Instructions for Inheritance Tax Return for a Resident Decedent- (REV-lS01) for an explanation of a~inistratively correctable errors. DISCOltIT: If any tax due is paid within three (3) calendar .onths after the decedent's death, a five percent (5%) discount of the tax paid is a11ONCtd. PENALTY: Tho 15Z tax ~sty non-participation penalty is c~put.d on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of tho tax ~sty periOd. This non-participation penalty is DppIIalabh in the SIIIle .anoor and in the the SSllO ti.e period as you would appeal the to and interest that hes been autlsnd as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) _onths and one (1) day fros the date of death, to the date of pay.ent. Taxes which bec~e delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per ~ calculated at a daily rate of .000164. All taxes Which bec~e dolinquent on and after January 1, 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate announced by the PA Oepartllent of Revenue. The applicabie interest rates for 1982 through 1998 are: !!!!: Interest Rate Dally Interest Factor :!!!!' Interest Rate Dally Interest Factor 1982 20i! .000548 1987 9Z .000247 1983 16:< .000438 1988-1991 11% .000301 19114 11% .000301 199' 9Z .000247 1985 13i! .000356 1993-1994 n .000192 19.. 10~ .000274 1995-1998 9;: .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the taK beco.es delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assess.ent. If pay.ent is .ade after the interest co.putation date shown on the Hotice, additional interest .ust be calculated. --' -. ~_......".", - .- STATUS REI'()IrI' UNDER RULE 6.12 Name of Decedent: ~:I:(;~~-' McClnw Date of Death: AUl!l S 1997 Will No. 1997-007"9 Admin, No, Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, \ report the following with respect to completion of the administration of the above-captioned estate: \, State whether the administration of the estate is complete: Yes X No 2. If the answer is No. state when the personal representative reasonably believes that the administration will be complete: 3, If the answer to No, I is Yes, state the following: a, Did the personal representative file a fmal account with the Court? Yes No X b, The separate Orphans' Court No, (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes No X* *The personal representative was the sole heir. d, Copies of the receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of <h, O~h,"" C""~ ?;;cJ"" Signature Date: '7/30)c;r \-/d "', )11'" "'~utn~ 11;1::) Linus E, Fenicle Name (Please type or print) 2331 Market Street. Camp Hill. PA 17011 Address LV: Zh] \[ n 96. (717) 763- I 383 Telephone SU!i\'., 10 " \'J8 ,',:J38 Capacity: Personal Representative X Counsel for Estate