HomeMy WebLinkAbout06-19-07 (2)
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15056041192
REV -1500 EX (06-05)
OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 07
00065
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
Decedent's Last Name
Suffix
Date of Birth
12 21 1948
Decedent's First Name MI
Lynn S
Spouse's First Name MI
Joann F
182 40 9032
12 21 2006
Dum
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Dum
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
_ 6. Decedent Died Testate
(Attach Copy of Will)
[:=J 9. Litigation Proceeds Received
[:=J 4a. Future Interest Compromise (date of
death after 12-12-82)
[:=J 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
[:=J 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
[:=J 3. Remainder Return (date of death
prior to 12-13-82)
[:=J 5. Federal Estate Tax Return Required
[:=J 2. Supplemental Retum
[:=J 4. Limited Estate
o 8. Total Number of Safe Deposit Boxes
[:=J 11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to:
Name Daytime Telephone Number
Elyse E. Rogers
717 612di801
C_)
Firm Name (If Applicable)
Keefer Wood Allen & Rahal,
REGISTERO~LLS USE ONLY
LLP
I.L
First line of address
635 North 12th Street, Suite 400
Second line of address
C.
PA
ZIP Code
17043
DATE FILED
Qty or Post Office
Lemoyne
State
Correspondent's e-mail address: erogers@keeferweod.cem
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 true, c a complete. Declaratio f the preparer other than personal representative is based on all information of whic h preparer has any knowledge.
NG RETURN
eme ne, PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041192
15056041192
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15056042193
Rev-1500 EX
Decedent's Name: Lynn S. Dum
RECAPITULATION
Decedent's Social Security Number
182 40 9032
1. Real estate (Schedule A) ......................................... 1.
0.00
0.00
0.00
0.00
5,478.76
18,719.48
27,899.40
52,097.64
17,348.27
0.00
17,348.27
34,749.37
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Oosely 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 Unes 1-7) ................................ 8.
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Uabilities, & Liens (Schedule I) . . . . . . . . . . . . . .. 10.
11. Total Deductions (total Lines 9 & 10) ..... . . . . . . . . . . . . . . . . . . . . . . . . . .. 11.
12. Net Value of Estate (Line 8 minusUne 11)............................. 12.
13. Charitable and Govemmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . " 13.
0.00
34,749.37
14. Net Value Sub/ectto Tax (Line 12 minus Line 13) ....................... 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Une 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Une 14 taxable
at lineal rate X .045
17. Amount of Une 14 taxable
at sibling rate X .12
18. Amount of Une 14 taxable
at coli ateral rate X . 15
0.00
15. 0.00
16. 2,097.85
17. 0.00
18. 0.00
19. 2,097.85
46,618.88
0.00
0.00
19. TAX DUE ....................................................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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SIde2
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15056042193
15056042193
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Rev-1S00 EX Page 3
File Number
Decedent's Complete Address:
21
07
00065
DECEDENTS NAME DECEDENTS SOCIAL SECURllY NUM8ER
Lvnn S. Dum 182-40-9032
STREET ADDRESS
1521 Main Street
CllY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1.
2.
Tax Due (Page 2 Line 19)
Credits/Payments
A Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
2,097.85
0.00
0.00
0.00
Total Credits (A + 8 + C)
(2)
0.00
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
4.
Total I nterest/Penalty (D + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill In oval on Page 2, Une 20 to request a refund.
(3)
(4)
(S)
(SA)
(S8)
0.00
2,097.85
0.00
2,097.85
S.
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.
8. Enter the total of Line S + SA This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WillS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 1&1
b. retain the right to designate who shall use the property transferred or its income; ............. 0 1&1
c. retain a reversionary interest; or ................................................ 0 1&1
d. receive the promise for life of either payments, benefits or care? ........................ 0 1&1
2. If death occurred after December 12, 1982, did decedent transfer property within one year
of death without receiving adequate consideration? .................................... 0 1&1
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? IZI D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? .......................................... 0 1ZI
IF THE ANSWER 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. Sect. 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. Sect. 9116(a)(1.1 )(ii)]. The statue 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. Sect. 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.S) percent, except as noted
in 72 P.S. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 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.
REV-15G8 EX+(8-98)
COMMONWEAL TH OF PENNSYL VANIA
INH ERITANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Lynn S. Dum
FILE NUMBER
21 0700065
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Scheduel F.
ITEM
NUMBER DESCRIPTION
First National Bank of Mifflintown Checking AlC #1088152
2 1995 Dodge Ram Truck
Vehicle is located at the residence of Alma S. Dum and Administratrix has
not been given access to truck in order to obtain information to obtain a value
as of decedent's date of death
3 Dovetail Trailer
VALUE AT DATE
OF DEATH
5,476.76
1.00
1.00
TOTAL (Also enter on line 5, Recapitulation)
5,478.76
(If more space is needed, insert additional sheets of the same size)
~ ~
OJ Mifflill/own
1Jt
PO BOX 96
MIFFLINTOWN P A 17059
RESPONSE TO ACCOUNT INQUIRY
TO: Keefer, Wood, Allen & Rahal, LLP
DECEDENT: Lynn S Dum DATE OF DEATH: 12/21/06
SOCIAL SECURITY#:
We held account (s) in which this decedent had an interest at the time of his/her death as follows:
J0 SiO
ACCOUNT OWNER(S): Lynn S Dum V,-JlA ::-p.-L""- QJ~
Type of Account: Regular Checking Account #: 1088152
Principal Balance at D.O.D.: $5,476.76 Interest Rate:
Original Opening Date: June 13, 1997 Interest to DOD:
ACCOUNT OWNER(S): Lynn S Dum b~f., AlMA- ))U~ CLo~ fill
Type of Account: Certifi,cate of Deposit Account #: 4096809
Principal Balance at D.O.D.: $5,065.81 Interest Rate: 5.20%
Original Opening Date: 08/31/06 Interest to D.O.D.: -q;/5.,.d.
107
ACCOUNT OWNER(S): Lynn S Dum bE.M f + '. AIN-A btAfV\ ~.)j~ ./'"
Type of Account: Certificate of Deposit Account#:4096810
Principal Balance at D.O.D.: $5,065.81 Interest Rate: 5.20%
Original Opening Date: 08/31/06 Interest to D.O.D.: $/ ~, ~
I D7
Penalty is waived fln withdrawal of decedent's fund before maturity: Yes
Safe Deposit Box: Yes @
The First National Bank ofMifilintown Stock or other securities: Yes
Fiduciary Relationships: Yes ~
@
@)
cfa-L~- if IU-<l~ L0Receptionist
Au oriz SIgnature/ TItle
d-/~g ) (j 7
. I
Date
~
FIRST NATIONAL BANK
~
OfM~'17illlolVn
PO BOX 96
MIFFLINTOWN P A 17059
RESPONSE TO ACCOUNT INQUIRY
TO: Keefer, Wood, Allen & Rahal, LLP
DECEDENT: Lynn S Dum DATE OF DEATH: 12/21/06
SOCIAL SECURITY#:
We held account (s) in which this decedent had an interest at the time of his/her death as follows:
ACCOUNT OWNER(S): Lynn S Dum b-..l-r~ AlMA D~~\ c..L~ '/11
Type of Account: Certificate of Deposit Account #: 4096811
Principal Balance at D.O.D.: $3,039.49 Interest Rate: 5.20%
Original Opening Date :08/31/06 Interest to DOD: $9.03
107
ACCOUNT OWNER(S): Lynn S Dum b'Vv\;: {; A I 1'v\,A D 1J,..V\'"i. c.-L~ I,
Type of Account: Certific'!:te of Deposit Account #: 4096812
Principal Balance at D.O.D.: $2,026.33 Interest Rate: 5.20%
Original Opening Date: 08/31/06 Interest to D.O.D.: $6.09
17/07
ACCOUNT OWNER(S): Lynn S Dum b ~,+\ L -f '. /4- I V\A/\ ~.... 0-~~
" '\,.,...,"t
Type of Account: Certificate of Deposit Account#:4096813
Principal Balance at D.O.D.: $5,065.81 Interest Rate: 5.20%
Original Opening Date: 08/31/06 Interest to D.O.D.: $15.12
· Lilo?
Penalty is waived on withdra~decedent's. fund before maturity:
Safe Deposit Box: Yes ~
The First National Bank of Mifflintown Stock 'or other securities:
Fiduciary Relationships: Yes ~
Yes. @_.
Yes ~
c--<. J~ 1//3 ~.t'LLlReceptiOnist
A ori d Signature/ Title
~b& /6 7
I ' Date
~
FIRST NATIONAL BANK
-
Of Mifflil/lown
PO BOX 96
MIFFLINTOWN P A 17059
RESPONSE TO ACCOUNT INQUIRY
TO: Keefer, Wood, Allen & Rahal, LLP
DECEDENT: Lynn S Dum DATE OF DEATH: 12/21/06
SOCIAL SECURITY#:
We held account (s) in which this decedent had an interest at the time of his/her death as follows:
ACCOUNT OWNER(S): Lynn S Dum ~4: AI "^ A 'bu """", ~JW 1(1~
Type of Account: Certificate of Deposit Account #: 4096814
Principal Balance at D.O.D.: $7,561.60 Interest Rate: 3.25%
Original Opening Date: 08/31/06 Interest to DOD: $14.07
101
ACCOUNT OW1'iER(S):
Type of Account: :- Account
- ---
Principal Balance at D.O.D.: Interest Rate:
Original Opening Date: Interest to D.O.D.:
_.
ACCOUNT OWNER(S):
Type of Account: Account #:
Principal Balance at D.O.D.: Interest Rate:
Original Opening Date: Interest to D.O.D.:
Penalty is waived on withdrawal of decedent's fund before maturity: Yes No
Safe Deposit Box: Yes No
The First National Bank of Mifflintown Stock,or other securities: Yes No
Fiduciary Relationships: Yes No
~
/Receptionist
Authorized Signature/ Title
Date
REV-1509 EX+(6-98)
SCHEDULE F
COMMONWEAL TH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
JOINTL V-OWNED PROPERTY
ESTATE OF FILE NUMBER
Lynn S. Dum 21 0700065
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Alma S. Dum
2498 Shermans Valley Road
Elliottsburg, PA 17024
Mother
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE o ESCRIPTION OF PROPERTY. INCLUDE NAMEOF FINANCIAL %OF DATEOFDEATH
ITEM FOR JOINT MADE INSTITUTION AND BANKACCTNUMBER OR SIMILAR IDENTIFYING DATEOFDEATH DECO'S VALUE OF
NUM. TENANT JOINT NUMBER. ATTACH DEED FOR JOINTL Y-H ELD REAL ESTATE. VALUEOFASSET INTEREST DECEDENrs INTEREST
1 A Kl7/24/03 First National Bank of Newport C/D 4410882567 5,618.48 50.000e 2,809.24
dated 7/24/03 joint with Alma S. Dum
A 07/24/03 Interest on above item accrued as of decedent's 16.17 50.0000 8.09
death
2 A D7/24/03 First National Bank of Newport Certificate 5,618.48 50.0000 2,809.24
4410882568
dated 7/24/03 joint with Alma S. Dum
A D7/24/03 Interest on above item accrued as of decedent's 16.17 50.000e 8.09
death
3 A 12/07/0~ First National Bank of Newport Certificate 2,082.24 50.000e 1,041.12
4410882575
dated 12/07/05 joint with Alma S. Dum
A 12/07/0e Interest on above item accrued as of decedent's 3.22 50.000e 1.61
death
4 A 5/12/06 First National Bank of Newport Certificate 6,180.00 50.000e 3,090.00
4410882576
dated 5/12/06 joint with Alma S. Dum
A 5/12/06 Interest on above item accrued as of decedent's 168.00 50.000e 84.00
death
Total from continuation Schedule(s) 8,868.09
TOTAL (Also enter on line 6, Recapitulation) 18,719.48
(If more space is needed, insert additional sheets of the same size)
Page 2
Estate of: Lynn S. Dum 21 0700065
Schedule F - Jointly-Owned Property
Letter Date %of Date of Death
Item for Joint Made Date of Death Deed's Value of
Num. Tenant Joint Description of Property Value of Asset Interest Decedent's Interest
5 A 5/18/06 First National Bank of Newport Certificate 5,000.00 50.0000 2,500.00
4410882577
dated 5/18/06 joint with Alma S. Dum
A 5/18/06 Interest on above item accrued as of decedent's 132.98 50.0000 66.49
death
6 A 08/1978 U.S. Savings Bond Series E M-206,456,891-E 750.00 50.0000 375.00
Issue Date: 08/78 joint with Alma S. Dum
A 08/1978 Interest on above bond accrued as of decedent's 3,202.80 50.0000 1,601.40
death
7 A 07/1985 U.S. Savings Bond EE #D-8,116,059-EE 250.00 50.0000 125.00
Issue Date: 07/85 joint with Alma S. Dum
A 07/1985 Interest on above bond accrued as of decedent's 557.40 50.0000 278.70
death
8 A 07/1985 U.S. Savings Bond EE#D-8,116,060-EE 250.00 50.0000 125.00
Issue Date: 07/85 joint with Alma S. Dum
A 07/1985 Interest on above bond accrued as of decedent's 557.40 50.0000 278.70
death
9 A 07/1990 U.S. Savings Bond Series EE #D-26,959,198- 250.00 50.0000 125.00
EE
Issue Date: 07/90 joint with Alma S. Dum
A 07/1990 Interest on above bond accrued as of decedent's 345.60 50.0000 172.80
death
10 A 07/1990 U.S. Savings Bond Series EE #D-26,959,199- 250.00 50.0000 125.00
EE
Issue Date: 07/90 joint with Alma S. Dum
A 07/1990 Interest on above bond accrued as of decedent's 345.60 50.0000 172.80
death
11 A 07/1985 U.S. Saving Bonds Series EE #M-9,102,333-EE 500.00 50.0000 250.00
Issue Date: 07/85 joint with Alma S. Dum
A 07/1985 Interest on above bond accrued as of decedent's 1,114.80 50.0000 557.40
death
12 A 07/1985 U.S. Savings Bond Series EE #M-9,102,334-EE 500.00 50.0000 250.00
TOTAL. (Carry forward to main schedule) . . . . . . 7,003.29
Estate of: Lynn S. Dum
Schedule F - Jointly-Owned Property
Letter Date
Item for Joint Made
Num. Tenant Joint Description of Property
12 Issue Date: 07/85 joint with Alma S. Dum
A 07/1985 Interest on above bond accrued as of decedent's
death
13 A 07/1985 U.S. Savings Bond Series EE #M-10,068,720-
EE
Issue Date: 07/85 joint with Alma S. Dum
A 07/1985 Interest on above bond accrued as of decedent's
death
14 A 1936 Oldsmobile joint with Alma S. Dum
TOTAL. (Carry forward to main schedule) . . . . . .
Date of Death
Value of Asset
%of
Deed's
Interest
1,114.80 50.0000
500.00 50.0000
1,114.80 50.0000
1,000.00 50.0000
Page 3
21 07 00065
Date of Death
Value of
Decedent's Interest
557.40
250.00
557.40
500.00
1,864.80
REV-1510 EX+(6-98)
COMMONWEAL TH OF PENNSYL VANIA
INH ERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Lynn S. Dum
FILE NUMBER
21 0700065
This schedule must be completed and filed ifthe answer to any of questions 1 through 40n the reverse side ofthe REV-1500 COVER SH EET is yes.
DESCRIPTION OF PROPERlY
ITEM INCLUDE NAME OF TRANSFEREE, RELATIONSHIPTO DECEDENT & DATE OF DEATH %OFDEC'S EXCLUSION TAXABLE
NUM DATE OFTRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLlCABL E) VALUE
1 First National Bank of Mifflintown Certificate 5,065.81 100 5,065.81
4096809
dated 8/31/06 joint with Alma S. Dum
Interest on above item accrued as of decedent's 5,065.81 100 15.12
death
2 First National Bank of Miffiintown Certificate 5,065.81 100 5,065.81
4096810
dated 8/31/06 joint with Alma S. Dum
Interest on above item accrued as of decedent's 5,065.81 100 15.12
death
3 First National Bank of Mifflintown Certificate 3,039.49 100 3,039.49
4096811
dated 8/31/06 joint with Alma S. Dum
Interest on above item accrued as of decedent's 3,039.49 100 9.03
death
4 First National Bank of Mifflintown Certificate 2,026.33 100 2,026.33
4096812
dated 8/31/06 joint with Alma S. Dum
Interest on above item accrued as of decedent's 2,026.33 100 6.09
death
5 First National Bank of Miffiintown Certificate 5,065.81 100 5,065.81
4096813
dated 8/31/06 joint with Alma S. Dum
Interest on above item accrued as of decedent's 5,065.81 100 15.12
death
6 First National Bank of Mifflintown Certificate 7,561.60 100 7,561.60
4096814
dated 8/31/06 joint with Alma S. Dum
Interest on above item accrued as of decedent's 7,561.60 100 14.07
death
TOTAL (Also enter on line 7, Recapitulation) 27,899.40
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(10-06)
COMMONWEAL TH OF PENNSYL VANIA
INH ERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Lynn S. Dum
FILE NUMBER
21 07 00065
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
Nickel Funeral Home
8,208.27
2 New Bloomfield Cemetery
350.00
3 Dave Kretzing -- food for reception after funeral
600.00
B. ADMINISTRATIVE COSTS:
1.
Personal Representative'S Commissions
2,500.00
Name of Personal Representative(s) Joann F. Dum
Street Address 1521 Main Steret
Oty Mechanicsburg
State PA Zip 17055
Year(s) Commission Paid:
2.
Attorney Fees
2,000.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
3,500.00
Oaimant Joann F. Dum
Street Address 1521 Main Street
Oty MechanicsburQ
State PA Zip 17055
Relationship of Oaimant to Decedent SurvivinQ Spouse
4.
Probate Fees
190.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
17,348.27
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+(9-00)
COMMONWEAL TH OF PENNSYL VANIA
INH ERITANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Lynn S. Dum
FILE NUMBER
21 0700065
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSONISl RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Joann F. Dum
1521 Main Street
Mechanicsburg, PA 17055
Surviving spouse
0.00
Alma S. Dum
2498 Shermans Valley Road
Elliottsburg, PA 17024
Mother
46,618.88
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
I I NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
LAST lilII.L AND TESTftJ\8NT OF
LYNN S. DUH
-
I, Lynn S. Dum, of Mechanicsburg, Cumberland Cauntty, Pennsyl-
vania, do make, publish and declare this to be my Last \'[ill and
Testament, hereby revoking all Wills and Codicils at any time
heretofore made by me.
FIRST. I direct that all my just debts, funeral expenses
and inheritance taxes be fully paid and satisfied out of my
estate by my executors hereinafter naned as soon as conveniently
may be done after my decease.
SECOND. I give, devise and bequeath to my mother, Alma S.
Dum, one 1936 or ~Oldsmobile auto~obile, all accounts in my nane
in the Bank of Landisburg and Farmers Trust, as well as any U.S.
Bonds. The above is that providing she shall survive me by sixty
(60) days. Also sh::r: is to be the benefieary of both of my Franklin
life Insurance :Policies.
THIRD. I give, devise and bequeath to my \'Tife, JOANN F. DID~,
all vehicles held in joint o\'mership, all funds in ccrm banks,
the Lisburn property, our home; the New Cumberland ~operty, our
business operation. Als() she j.B t~ be the beneficiary of my
Pennsylvania Public Scho~l Retirement Plan. The ab0ve is -that
providing she sha~l survive me by sixty (60) days.
FOUR~!. Should the bequest in Paragraph Secnd not take
effect, I devise and be0uea~h all my 1f,rOperty whatsoever and
\'lhereev'3r si tuat e to r.1y \-rife, JOANN F. Dum.
FIFT' -. Sh"'.uld the bequ'?st in Faragraph Third not take effect,
~~.~I devise and bequeath all rry property wh~tsoever and whereever
~ 8i tuate to r.Jy mother, AL~"!A S. nUl':.
Page I of 2 paf;e'.,;
SIXTH. I nominnte end apy,oint my mother, A.Lr-1A S. DUM; to be
the Executor of t~is my Last Will, If she shall be deceased then
I app~int my ",ife, JOANN F. DuI-i to be the 'r:xecut0r. Each would
be to serve ~dth0ut bond.
IN vlITNESS vlHE;:::;;OF, I have hercu to set my hance and seal
this /11;v day of 2~" ,1985.
The preceding inst.,:'ument, c0nsisting of this and one ~t':1er
type",ri tten pe.::::e, each identified in the margin thereof by the
signature of the t~statrix, wa~ on the date thereof signed, name~,
as and :for his Last \'1ill , in the presenCf of us, who at his request,
in his presence, and in the presence of each 0ther have subscribed
our names as witnes~es hereto.
.~~
m~ fYI~
Pag~~ 2 of 2 pages