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HomeMy WebLinkAbout06-22-07f . : ~ 15056041147 ~~~ ~ EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county Code rear Fib Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 80x.2$0601 2 1 0 7 0 0 4 7 2 Hartisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Socal Security Number Date of Death Date of Birth 174408879 08022005 11211949 Decedent's Last Name Suffix Decedent's First Name MI ALLENDBR DONNA J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name ALLBNDER Spouse's Social Security Number 506660692 Suffix Spouse's First Name RICHARD THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI v FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate ~ qa, Future Interest Compromise ~ 5. Federal Estate Tax Retum Required (date of death after 12-12.82) 6. Decedent Dbd Testate (Attach Copy of will) ~ ~ Decedent AAeintained a Living Trust (Attach Copy of Trust) i3. Total Number of Safe Deposit BOXe3 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credk (date of death between 1231 81 and t-1-95) ~ 11, Election to tax under Sec. 9113(A) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number CRAIG A. HATCH BSQ. 7177319600 t.~s Firm Name (If Applicable) - o ~~ REGISTER OF - USE O~Y rt.7 ~ ~.~ ~ r ~ GAT88, HALBRIIN$R Se HATCH, ~ , ;:, First line of address ~ N ~' ~ _~~ ~ 1013 MIIMMA ROAD, SIIITE 100 s ~p =,. ~- ;~ ~ r~t--n Second line of address 0 ~~ ~ ;-~ _ ~ 1 ~ --1 .. '~ - City or Post Office State ZIP Code DATE FILED G.J LgMOYN$ PA 17043 Correspondent'se-mail address: C.HatchQGateSLawFIrm.COm Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is try, correct and corr~lete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. .L .. _ ~ 1/ ~ (U O U~,`, .i(n Richard V. Allender P., ~ I ('i 44 Tory Circle, Enola, PA 17025 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE pA~ Craig A. Hatch Esq. 6 _ ~ ~ _ 0 '7 ADDRESS 1013 Mumma Road, Suite 100, Lemoyne, PA 17043 15056041147 Side 1 15056041147 J REV-1500 EX t•gNa~: Donna J. Allender Decedents Social Security Number 174408879 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2 7, 8 3 3. 3 3 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7. 8. Total Gross Assets (total lines 1-7) ....................................................................... g. 2 7, 8 3 3. 3 3 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 7 6 6 . 5 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11, 7 6 6 . 5 0 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 2 7 , 0 6 6 . 8 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 2 7 , 0 6 6 . 8 3 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (ax1.2)x.00 27, 066.83 15. 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16• 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 1 s• 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 35056042348 35056042348 35056042348 0.00 0.00 0.00 0.00 0.00 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-00472 DECEDENT'S NAME Donna J. Allender STREET ADDRESS 44 Tory Circle CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 0.00 (1) 0.00 Total credits (A + B + c) (2) 0.00 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (4) (5) 0.00 (5A) (5B) Q , ~ 0 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS (3) 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properly transferred :.................................................................................. x b. retain the right to designate who shall use the property transferred or its income :.................................... x c. retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either payments, benefits or care? .............................................................. x 2. 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" or payable upon death bank account or security at his or her death?......... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ^ 0 IF THE ANSYVER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rsva1302 FX+ ($.98) scN~cu« w REAL ESTATE colaloNwEA~rN of vENNSnvANw INHERRANCE TAX RETURN RESDENT DECEDENT ESTATE OF FILE NUMBER Allender, Donna J. 21-07.00472 All ral property owned sdely or e a tenant In common must he reporbd at fair market valve. Fair market value is defined as the price at which properly would be exchanged between a wilting buyer and a wilting seNer, neither being comPaNed to buy or sell, both having reasonable knowledge of the relevant facts. Real property whkh Is Jdntlyowned wHh right of wrvivorship must be disWosed an schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH One-third, tenant-in-common interest in real estate located at - 515 Strawberry Ridge Road, Danville, Anthony Township, Montour County, Pennsylvania; being Tax Parcel No. 1-7-38; transferred to decedent by Myles L. Holdren and Betty D. Holdren, by their deed dated November 11, 2003, and recorded in the Recorder of Deeds Office of Montour County, Pennsylvania, in Deed Boox 255, Page 1370. Val is one-third of the total county assessed value of 583,500.00 to reflect decedent's one-third interest in the property. 27,833.33 TOTAL (Also enter on Line 1, Recapitulation) ~ 27,833.33 (H more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Forth PA-1 i300 Schedule A (Rev. 6-98) Rw-t502 EX+ (~) scNE~u~ N-sz ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Allender, Donna J. 21-07-00472 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) Rev-502 EX+ (~) SCHEDULE H-B4 PROBATE FEES continued co~oNVVEwTH of aErmsn.vANw INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Allender, Donna J. 21-07-00472 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev1602 EX+ (696) scN~ov« N-s~ OTHER ADMINISTRATIVE COSTS co~oNwEwTH of PENNSnvANw MHERRANCE TAX RETURN continued RESDENT DECEDENT ESTATE OF (FILE NUMBER Allender, Donna J. 21-07-00472 Copyright (c) 2002 form software only The Lackner Group, Inc. Form P/~1500 Schedule H-B7 (Rev. &98) ~• REV=1513 EX+ (t#00) scN~~u~e ~ COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER wtt3nver, uvnna ~. 21-07-0 0472 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) Do Not List Tres s I~ TAXABLE DISTRIBUTIONS (indude outright spousal distributions, and transfers under Sec. 9116(ax1.2)~ Richard V. Allender Spouse 27,066.83 44 Tory Circle Enola, PA 17025 Total 27,066.83 Enter dollar amounts for distributions shown above on lines 5 through 18, as appropn ate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOT AL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIRi 1Ticlnis nni i wF ~s nF RFV_~ ann rtrnica cuccr n nn Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) DEATH CERTIFICATE his is to certi;'y drat the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificatr ll be t~orwarded to The State ~Iital Recorl `Ffice for permanent filing. r WARNING: It is illegal to duplicate this Dopy ~y photostat or photograph. Fee for this certificate. $6.110 No. .143 Rev. 2/87 ~_ Local Re~ri~strar Date COMMONWEALTI~ OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (FksL YYddM, Last) 9EX SOCIAL 8ECURITY NUMBER DATE OF DEATH (MOndt, Day, Year) 174 - 40 - 8879 . Female ~s4 a Donna Jean Allender aa~ . ,• , , ,. AGE (Leal Bklhtlay) DATE OF BIRTH BIRTiPLACE (City and P T Months Days Nowa Minutes (ManM; Day, Year) Stem a Faegn Country) nos I7At: or/tER: " ' ""'" ® ~" """ ^ °°" ^ "~ ^ R~ ^ 1~ y) ^ 5 5 Yrs. ,Nov 21,1949 ,Danvi l 1 e, PA , , ° " = , COUNTY OF DEATH CITY, BORO, TWP OF DEATH FACILITY NAME (If rrot baWutlon, ONe sheet and number) WAS DECEDENT OF HISPANIC ORIGIH7 RACE -Amaricen mdkn, Black, WMte, of No Yas Il yes, spaclly Cuban, I~h) - ~ ~~ a^•°~' ,,. White ~,. Cumberland - ~. Camphi 11 ed• ~ ~,~ ~ '"°' ^' DECEDENTS 113UAL OCCUPATION KWD OF BUSINESS / WDUSi RY ~ AS DEC DEER R IN DECEDENTS EDUCATION MARITAL STATIIB - Horded. SURVNING SPOUSE WMbwed "^k' Never MarrMd ;:: ~O.aw'^ab•^^w^e1 , . ( Iwrawws aen. m~M~a moo U.3. ARMED FORCES? dwasaa Ns: ds naluw nYW) E DNOICad{SPevly) Yes ^ No ® t s. ' o. ) (at21 It. 1 en ,,. Homemaker „b. Home ,2. ,3. 12 ,.. Married ,s. d V. A1 DECEDENTS MAILING ADDRESS (StraeL ClyRown, State. zlp Cods) DECEDENTS ,7a. Slats PA Dm ,7c daoedeM tlvadb East Pennsboro ~ b'P. ®Yas 44 Tory Circle , . dewdanl ~ ~ Enola, PA 17025 s Ero r4cE (~+^ '"e "'a "x~~°ede1MY"°d ^ Cumberland mwnsldp7 ,7d lb o f d Y ,& . ry a . Mbo wwlktaduN onolherside) ,7b.county FATHER'S NAME (FksL Mkldla, Lag ~ MOTHER'S NAME (Ftal, Mlddla, Makton Stenamo) ,.. M 1 es Hol dren ,•. Batt Dauberman INFy1RMANTR NAMF ITw•sWeYJ1 :w. Richard V. Allender INFr1RIJANTR YAII INr. Af1MFRR fRlmnt. CJIy/fnwn Shb. 2ix Calel 20b. 44 Tory Circlet Enola PA 17025 ME1 HOD OF DISPOSITION DATE OF DISPOSITION PI ACE (~ DISPOSITION- Name d Camalary, Cremamry LOCATION - CYyRcwn. Slrb, Zip Cale 1--L Donetbn ^ dal ®Cramalbn LJtemoval tom Sbb ^ (klodh, o.v, rwl a OMar Plow ,.. DMer(Sp.dfy) ^ 2,bAu ust 6 2005 2,x. Montoursville Cemeter 2,dMontolarsville PA 17754 E OF FU E ERVI UCE E Ojt R ACING SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILITY ~ QI^ IJ~•'a ~, zm. FD 011609 - L 22x.733 Broad St. sville Complale a<only To the best d my knowledge. death occurred al the Itna, dale and place elated.. LICENSE NUMBER DATE SIGNED (Montle Day Year) physkJan u oat evaYabla at time of death to (SiOnalure aM Title) , , ce^ly rouse o1 daalh. 23x. 23b. 23e. Items 24-28 muss be wnplMed by TIME OF DFATN DALE PRONOUNCED DEAD (Month, Day, Year) WAS CASE REFERRED TO A MEDICAL EXAMINER lCORONER7 person who prawunces death. Yas ^ No 24. L M. 23. 28. 27. PART 1: EMSr ae eaeuss, Inlad« ar eonpaeslbns wlwh saww tM acorn. oe mN soar tM moos d dyMy, h u ewelse a n.Nmwy srresL shook w Msn h4ws. • Approskneb PART Y: t)Iher slOniYeera cxndilbns exnhibutkp b death, but u.l edy ern ewe. m Dash can. :interval be not rendllnY in tlla undetlying cause given M PART 1. : sooty and death IMMEDIATE CAUSE (Final 1 dWass or oondWon (~ ~ Z (11p,~ rasutlin0 b death)-~ a' T (t)fI ABA cB~E ENCE 'Y oL ~ 3 4 ~~ ~- _ ~ J ~ SequenlbYy Yet xwditbw b. Y arty, IeadfnY m InsnsNata f0 (JR AB A COIISECUEN:.E ~,Fk cause. Enter UNDERLYWG c CAUSE (Disease a ktJury DUE TO (OR AB A CONBEOUENCE tllal hitlaled ayertb rawYkq w deaM) LAST d. WAS AN AUTOPSY WERE AUTOPSY FlNDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. PERFORMED? AVNLABLE PRIOR 7'O COMPLETION OF CAUSE l ® tlankida ^ t r N IMmM, Day, rw) OF DEATH? a u a Yee ^ No ^ Acddent ^ Pending kwaslfgsllon ^ 30e. Yas ^ No ® Yes ^ No ^ Subida ^ Could not ba wbmdned ^ PLACE OF INJURY - At home, iarrr4 sn'asl, IaGay, atYw LOCATION IShen, Clylfown, 31a1e) 28x. 2M. 28. antdkq, sk:. lapaeyl 30x. 70f. CERTIFIER (Clsxic oMy wa) SI AND TITLE OF CERTIFIER ' a~her hvskia~ 'CERTWYING PH~IlyrdddaSn~wnYWno ~a to Ni aw~is(s) rM malnar ashes aprgwunced death aM wmpleled Item 23) ^ To Iha bast W Wrid tat d...• ...................... ' deem and cedtl b m roues of deem) 'PRONI><INCWG AND CERTIFYING PHYSICIAN Ph lo rmoinck ka b LICENSE NUMBER t DATE $)GNED Monty, qay, Yer) y Y q ( ys an o p To Iha Mst o/ my hrawled0e, dulh occurred N W tkns, dab, and pbw, and duo to Me uuaw(s) and manner as sbbd ...................... ® , n A 31a~ • ~ "' ~~V~ ~ 1 ~ L. Nd. u NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DFATH 'MEDICAL EXAMW ER/CORONER on the hula of asaminNlon alMlor ImaatlONlon, In rm oplnlon, death occurnd a< d.e tlma, dab, arM plow, and dw to IM cweas(a) and (Item 27) Typs Qr Pam 1 T~ 1(a/Pl `+ Mb •rwy f Q.ke ~ ~"~- >~ k mwtrNr p slaled ............................................................................................................................................................ ^ ~ U_ C 31x. N t `~~ J2.. 1 REGISTRAR'S SIGNATURE ANO NUMBER '] DATE FIL (Montl+, Dey, Yaar) / ~i ^ /y ! ~ ~ / ~ :r v LAST WILL AND TESTAMENT OF DONNA J. ALLENDER REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No . 2007- 00472 PA No . 21- 07- 0472 Estate Of : DONNA J ALLENDER (First, Midd/e, LasU Late Of : EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 174-40-8879 WHEREAS, on the 14th day of May 2007 an instrument dated April 3rd 1995 was admitted to probate as the last will of DONNA J ALLENDER /First, Middle, LasU late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 2nd day of August 2005 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: RICHARD V ALLENDER who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE; PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 14th day of May 2007. L e s ro /s ~~n ~ -~ eputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAI!lIENT OF DONNA J. ALLENDER I, DONNA J. ALLENDER, a legal resident of Enola, County of Cumberland, Commonwealth of Pennsylvania, being of legal age and of sound and disposing mind and memory, and not acting under duress, menace, fraud or undue influence of any person whomsoever, do hereby make, publish and declare this instrument to be my Last Will and Testament, hereby expressly revoking any and all former Wills, Codicils and Writings by me made, to wit: FIRST: I order and direct that there shall be paid out of my estate, the expenses of my last illness, if any, and the expenses of my funeral. SECOND: I order and direct that there shall be paid out of my estate, all claims properly allowed or properly presented, and expenses of my estate administration. THIRD: I order and direct that there shall be paid out of my estate, all estate, inheritance, succession and other similar taxes which may be assessed in consequence of my death. FOURTH: I give, bequeath and devise. all the rest of my estate, whether real, personal or m. fixed, of whatsoever kind and wheresoever situate, together with any existing insurance thereto and thereon, to my husband, Richard V. Allender. FIFTH: If my husband does not survive me, then I give, bequeath and devise my diamond rings and oil painting (I Love You) to Wendy L. Derr. I give, bequeath and devise my hand made cedar chest, curved glass photo of great grandfather, and ruby ri-r~g._ to ~- ' , ..: .: Shawn C. Barto, -- SIXTH: If my husband shall fail to survive me, then I give, bequeath and devise the rest, residue and remainder of my estate, as aforesaid, to my children Wendy L. Derr, Timothy R. Allender, Joy E. Allender, Isaac J. Allender, Shawn C. Barto, and Hope A. Allender, in equal shares, or to their- issue per stirpes. SEVENTH: I hereby nominate and appoint my husband, Richard V. Allender, as personal representative of this my Last Will and Testament. If my husband, Richard V. Allender, shall be unable to serve for whatever reasons as personal representative, then I nominate and appoint Wendy L. Derr, as alternate personal representative of this my Last Will and Testament. EIGHTH:. I hereby order and direct that my said personal representative shall have the powers conferred by law. I expressly give my said personal representative that fullest power and authority in all matters and questions and to do all acts which might or could do if living, including, but without limitations, complete power and authority to invest, without restrictions to investments permitted by law, sell, at public or private sale, for cash or credit, with or without security mortgage, lease and dispose of and distribute in kind, all real and pP_.rsnnal nrnr-Prty at SUCK times and upon ~'µCh terns µnd a•`:^^" ~'~ a^^'"'" a"'° '''" - r--r ~~ 1 VV n{.il L1V11J aJ 114r {.1b V111J aU V1Ja U1G Y111U to make any required division or distribution in cash or in both and at such values as he may fix. NINTH: I further order and direct that my said personal representative shall not be required to give bond for the faithful performance of duties in any jurisdiction. 2 ,-~/ IN WITNESS WHEREOF I have hereunto set my hand and seal this ~~ r day of April, 1995. ~.~~-~-~J `~ ~ f~`t.L~~; ;,cam-t-`~..! Donna .Allender The preceding instrument, consisting of this and 2 other typewritten pages (3 total pages) was on the date thereof signed, published and declared by Donna J. Allender, the testatrix therein named, as and for her Last Will and Testament, and in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto Witness Witness 3 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF SNYDER We, Donna J. Allender, Barbara B. Berkheimer, and Jennifer L. Shingara, the testatrix and the witnesses whose names are signed to the attached or foregoing instrument, being qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will and Testament; and that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed her Last Will and Testament as witnesses; and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Donna~J. Allender Witness mrn t ~~ 5 c~a,~~ ~+ U Witness ~,J Subscribed, sworn to and acknowledged before me by Donna J. Allender, the testatrix, a d sworn before me by Barbara B. Berkheimer and Jennifer L. Shingara, witnesses, this ~_ day of April, 1995. ~~~ Notary Public NOTARIAL ~t~i~l- --~ - JO ANNE BOWERSQk, Idc~t~r~.Pu~!±~ Middieburg..~+ilydPr Cc,unt~ My Comrrsissio~~ ~ s.st)tfir': _;~ ~+~ 1`?': i X395 4 PA REV-1500 SCHEDULE A REAL ESTATE TAX NOTICE 2007 FOR ANTHONY TOWNSHIP MAIL DATE 03/01/2007 BILL # 256 - CountylTownship Real Estate Montour County, Pennsylvania Description Assessment Rate Less Disc. Amount Face Inc. Penal ANTHONY TOWNSHIP COUNTY RiE 85300 2.999 250.69 255.81 281.39 MAKE CHECKS PAYABLE TO: TOWNSHIP R/E .350 29.26 29.86 32.85 JEAN HILNER LITCHARD 495 PPL ROAD DANVILLE, PA 17821 HOURS: The 2% discount and 10% penalty have been Ppy 279.95 285.67 314.24 570-437-2743 computed for your convenience. iaxea are due ted t i THIS PAID IF PAID ON IF PAID ON TUES. 9 AM-1 PM FRI. 11AM-4PM s reques . now and payable. Prompt paymen Thta tax notice must be returned with OR ORE OR BEFORE OR AFTER CLOSED 416, 4127, 9/18, 9121, your payment. For a receipt, enclose a SASE. AMOUNT 04/301200? 06/30/2007 07!01 /2007 10/19, 11 /23, 12/25 & 1/1 M HOLDREN JIMMY W., A DONNA J.ALLENDER & TE RRY L. HOLDREN Prope rty Descripti on IF TAXES ARE IN i 515 STRAWBERRY RIDGE ROAD PARCEL ID: 1-7-38 EsCROw, FoRwARD To L DANVILLE PA 17821 MORTGAGE HOLDER I~uIIIrullnlnrlrl~ull~nlll ALSO DEED 120-254 PTED O T T S OFFICE AT O Residential 1 1 20 E ~ ~ ~ l ~~ ' ,~~C ~r}~'. . ~'.~.: ,~~~~ ~~ .~' , •~ 'J:. ... I~i.~. ...t..'~t:!. _ :I l,, ~~.ti'. 'ii ~': ~J,! ' ~ ' ,.' . :~J.~~ r~s.:~ . . ,f;;~ 5:i ti4~: .':4.'. •pa.. ' J .~ ~ yy ,, '~F;.J r. %~.j~ ',5,~.{ • ~~'~• . ;. ;..~. , . 1 . .L•{~ . ti~ } • ~ 5~!:•: .. /y .~~~, {~1~: :. .. yGy~ CL~~ ~~ D£~D THIS INDENTURE MADE the~~ day of \,1 (; ~'E? ttl ~)-~.-~''"'~ in the year Two Thousand Three (2003) BETWEEN MYLES W. HOLDREN and BETTY D. HOLDREN, husband and wife, of 515 Strawberry Ridge Road, Danville, Pennsylvania, GRANTORS AND JIMMY W. HOLDREN, of 600 Preserve Road, Danville, Pennsylvania. hONNA J. ALLF.NDER, of 44 'Tory Circle, Enola, Pennsylvania, and TERRY L. HOLDREN, of 514 Strawberry- Ridge Road, Danville, Pennsylvania, GRANTEES WITNESSETH, that the said GRANTORS, for and in consideration of the sum ONE ($1.00) DOLLAR, in hand paid, the receipt whereof is hereby acknowledged, do hereby grant and convey to the said GRANTEES, their heirs and assigns. ALL THOSE CERTAIN tracts or parcels of land, situate in Anthony Township, Montour County, and Commonwealth of Pennsylvania, bounded and described as follows: PARCEL I -BEGINNING at a stone in the center of an old road, a corner of the lands now or formerly of William Krumm, thence West along land of the said William Krumm three hundred eighteen (W. 318 ft.) feet to a stone corner of lands now or formerly of William Albeck, thence North along lands of the said William Albeck three hundred twenty-seven (N. 327 ft.) feet to a stone corner of lands now or formerly of Emma E. Welliver and Samuel F. Welliver, thence East along lands now or formerly of Emma E. Welliver and Samuel F. Welliver one hundred eleven (E. 111 ft.) feet to a stone, thence South along lands of the same two hundred ninety-two (S. 292 ft.) feet to the place oI' BFGINNING. Containing one (1) acre, be the same more or less. Subject, ho~~-~.ver, to the right of way of the Macadam State Highway Route No. BEING the same premises which John E. Fulmer and Pearl Fulmer, husband and wife, by their Deed dated April 26, 1946, and duly recorded in the Office of the Recorder of Deeds in and for Montour County, Pennsylvania, in Deed Book 54, page 385, granted and conveyed unto Myles W. Holdren and Betty D. Holdren, husband and wife, Grantors herein. PARCEL II -BEGINNING at a set stone in the cartway of a former public road, since vacated, said stone being a corner of land now or formerly of Pennsylvania Combining Corporation and a south eastern corner of lands now or formerly of Ray Gardner, et ux.; thence along line of lands now or formerly of Ray Gardner, et ux., North 38 degrees 14 minutes 30 seconds west, a distance of 335.26 feet to an iron rod, a corner common with lands now or formerly of James Cyphus, et ux., and I~~~JJ~~G ~ ~~o ~/V land now or formerly of Jesse L. McCarty. et ux.; thence along line of lands now or formerly of Jesse L. McCarty, et ux., South 67 degrees 35 minutes east, a distance of 593.90 feet to an iron rod; thence continuing along line of lands now or formerly of Jesse L. McCarty, et ux., South 67 degrees 35 minutes East, a distance of 41.47 feet to a point in the east-bound land of Pennsylvania Legislative Route No. 47031, said point being a corner of land now or formerly of Myles W. Holdren, et ux.; thence along line of lands of Myles W. Holdren, et ux., North 82 degrees 15 minutes West, a distance of 289.15 feet to a set-stone in the aforesaid vacated public road and being a corner of lands now or formerly of Pennsylvania Combining Corporation; thence along line of lands of Pennsylvania Combining Corporation and through said vacated public road, South 57 degrees 15 minutes West, a distance of 110.96 feet to a stone corner, said stone corner being the place of BEGINNING. CONTAINING 0.96 acres of land in all as more fully shown on a draft of survey made by Susquehanna Laid Surveyors, dated June 24, 1982. BEING the same premises which Jesse L. McCarty and Sara W'. McCai-t}~, husband and wife, by their Deed dated July 22, 1982, and duly recorded in the Office of the Recorder of Deeds in and for Montour County, Pennsylvania, in Deed Book 120, page 254, granted and conveyed unto Myles W. Holdren and Betty I. Holdren, his wife, Grantors herein. AND the said GRANTORS will WARRANT SPECIALLY the property hereby conveyed. THIS PROPERTY TRANSFER IS FROM HUSBAND AND WIFE TO CHILDREN THEREFORE NOT TAXABLE UNDER THE PENNSYLVANIA REALTY TRANSFER TAX ACT. IN WITNESS WHEREOF, the said GRANTORS have hereunto set their hands and seals on the day and year first above written. Signed, sealed and delivered in the presence of: j ,~ ~~~~ ~' ~`~ ~~ (SEAL MY ~ S W. HOLDREN ~, .~: ~r, ,~`. ~ ~:..(~ ~;~: .~ (SEAL) BETT HOLDREN ~K255f'Gi371 * * * END OF ATTACHMENTS * ~ ~ LAW OFFICES OF GATES, HALBRUNER & HATCH, P.C. 1013 MUMMA ROAD • SUITE 100 • LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 • FAX: (717) 731-9627 LOWELL R. GATES, LL. M. LL. M. in Taxation Also Admitted to Massachusetts Bar MARK E. HALBRUNER CRAIG A. HATCH, CELA Cert'rfied as an Elder Law Attorney by the National Elder Law Foundation CLIFTON R. GUISE Also Admitted to practice before the U.S. Patent & Trademark Office SARAH E. McCARROLL Cumberland County Courthouse Office of the Register of Wills One Courthouse Square Carlisle, PA 17013 June 19, 2007 12E: Estate of Donna J. Allender File No. 2007-00472 Dear Register of Wills: BRANCH OFFICE: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717) 248-6909 WEB SITE: www.GatesLawFirm.com CORRESPONDENCE ADDRESS: Lemoyne Office STACEY L. NACE Paralegal/Office Manager TRACT L. SEPKOVIC Paralegal VALERIE LONG Paralegal Enclosed for filing are the Pennsylvania inheritance tax return (in duplicate) and Inventory for the Estate of Donna J. Allender. Please time-stamp the additional photocopy of each document and return them to our office in the enclosed envelope. Thank you for your assistance in this matter. Enclosures cc: Richard V. Allender, Executor Sincerely, ~~ Traci L. Sepkovic Paralegal /~ ~O n ~~~ .~ '17 -"~ 25i Iv +~ o .°.~ ~ ~5 ~~~ ~ .~ i f~7i f V rJ 2s C.J _ ;~ ~-t ~n :. ~.~:' r r7i W - .-_ ._-, LAW OFFICES OF GATES HALBRUNER ~ HATCH P.C. LOWELL R. GATES, LL. M. LL. M. in Taxation Also Admitted to Massachusetts Bar MARK E. HALBRUNER CRAIG A. HATCH, CELA CertNied as an Elder Law Attorney by the National Elder Law Foundation CLIFTON R. GUISE Also Admitted to practice before the U.S. Patent & Trademark Office SARAH E. McCARROLL 1013 MUMMA ROAD • SUITE 100 • LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 • FAX: (717) 731-9627 June 21, 2007 BRANCH OFFICE: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717)248-6909 WEB SITE: www. GatesLawFirm.com CORRESPONDENCE ADDRESS: Lemoyne Office STACEY L. NACE Paralegal/Office Manager TRACI L. SEPKOVIC Paralegal VALERIE LONG Paralegal Cumberland County Courthouse Office of the Register of Wills Attn: Margie One Courthouse Squaze Carlisle, PA 17013 RE: Estate of Donna J. Allender File No. 2007-00472 Dear Mazgie: Per our conversation, enclosed is a check in the amount of $30.00 as payment of the filing fees for the Pennsylvania inheritance tax return and Inventory for the Estate of Donna J. Allender. Thank you for your assistance in this matter. Sincerely, Traci L. Sepkovic Pazalegal Enclosures cc: Richazd V. Allender, Executor t~ ~;, ~ ;,, c ~ ~ ~ z ` =f N r~ i '~ ~ © © .. __ r~ t ; ; w , r :.., a? ~~$ ~ ~ h Ci N M ~-. o ~ ~ ~ N b ~ D ~ w r \ ~,` ~ ~ ~ o ~ U ~ t~, y7 wr_ ~y _ ~ ,~ ~~ ~~,, ca ~ .a ~ e~- 'a ~r~ .-ter r~, :':"~: . .; "~ a ~~ `~I ~ ~ o~ g~ ~ fW.. 4 ~; ~r ~~ gW is ~~o I ~g O WJ a O 3 O w ~ U ~ ~~~M 0 O Up4 0~ ~~~~ w O O ,~ ~ v ~ ~ °' LjOOpU 0 H ~~~