The URL can be used to link to this page

Home My WebLink About09-04-07 (2) J --.J 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 0378 Date of Birth 197180051 12102006 02131924 Decedent's Last Name Suffix Decedent's First Name MI WALDRON ALICE E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW eX 1. Original Return 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 48. Future Interest Compromise (date of death after 12e 12e82) x 6. Decedent Died Testate (Attach Copy of Will) D 7. ~'ii'a"cdheC~~:~ft~r~~~) a Living Trust D 1 O. ~~;:;.;'::~ ~3~jrY9?,:~~t 1(df_t~5)f death 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 11.Election to tax under Sec. 9113(A) (Attach Sch. 0) ~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number MICHAEL L. BANGS 7177307310 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address 429 SOUTH 18TH STREET Second line of address City or Post Office DATE FILED I ~"'.) CAMP HILL State PA ZIP Code 17011 Correspondent's e-mail address: 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, correct and complete. Declara 'on of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI RE 01 P j SON ESP E F R FILING RETURN f' DATE Michelle W. Kenney 72 Bali Hai Road, MechanicsbuF9' PA 17050 ~IGMATURE OF PREPARER OTHER THA!JREPRES~TATIVE 1 '~ I I / I / I . / Michael L. Bangs i ( .: DATE --:- )' ) ..-.:>\ -07 429 South 18th Stre~; Camp Hill, PA 17011 L Side 1 15056041147 15056041147 --.J --.J 15056042148 REV-1500 EX Decedent's Name Alice E. Waldron RECAPITULATION 1, Real Estate (Schedule A)"""", 2, Stocks and Bonds (Schedule B) 3, Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4, Mortgages & Notes Receivable (Schedule D) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)" 6, Jointly Owned Property (Schedule F) Separate Billing Requested"""" 7, Inter-Vivos Transfers & Miscellaneous Nol1:probate Property (Schedule G) LJ Separate Billing Requested,,,, 8, Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Administrative Costs (Schedule H)" 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)", 11, Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11) """ "''''''''''''''',,'''''''''' 13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)", 14, Net Value Subject to Tax (Line 12 minus Line 13) TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, of transfers under See, 9116 (a)(1 .2) X ~ 16, Amount of Line 14 taxable at lineal rate X ,045 17, Amount of Line 14 taxable at sibling rate X ,12 18, Amount of Line 14 taxable at collateral rate X ,15 9,648.20 0.00 0.00 19, Tax Due"", 20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 15056042148 15, 16 17, 18, 19, Decedent's Social Security Number 197180051 1, 2 10,455.00 3, 4, 5, 2,178.27 6, 7, 17,565.90 30,199.17 ---- 20,550.97 8, 9, 10, 11, 20,550.97 9,648.20 12, 13, 14, 9,648.20 0.00 434.17 0.00 0.00 434.17 D 15056042148 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Alice E. Waldron -----.--- STREET ADDRESS 72 Bali Hai Road File Number 21-07-0378 CITY Mechanicsburg - STATE ZIP PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 434.17 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (0 + 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. (3) (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) 434.17 (5A) (5B) 434.17 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: a. retain the use or income of the property transferred; .............. ................................. b. retain the right to designate who shall use the property transferred or its income; .............. c. retain a reversionary interest; or ................................ ............ ............... ............................. d. receive the promise for life of either payments, benefits or care? ................. ............................ 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? [J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~.._ contains a beneficiary designation?........................................................................... .................... !J [1 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes D ~ No [J D r-' F or 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. S9116 (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. S9116 (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. S9116 (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. S9116 1.2) [72 PS S9116 (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. S9116 (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-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Waldron, Alice E. FILE NUMBER 21-07 -0378 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 170 shares of Exelon Stock 61.50 10.455.00 TOTAL (Also enter on Line 2, Recapitulation) 10.455.00 (If more space is needed, additional pages of the same size) Copyright (C) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Waldron, Alice E. FILE NUMBER 21-07 -0378 Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly-<>wned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Exelon - Dividend check 68.00 2 Cash 1.048.00 3 United American Insurance Company - Refund of monies paid beyond date of death 1.062.27 TOTAL (Also enter on Line 5, Recapitulation) 2.178.27 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONVVEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Waldron, Alice E. FILE NUMBER 21-07 -0378 ESTATE OF This schedule must be completed and filed If the answer to any of queslions 1 through 4 on the reverse side of the REV-1500 COVER SHEET IS yes ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE EXCLUSION NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Putnam - Account 0130010507715932; The 5.504.34 100.000 5.504.34 beneficiary of this account was James J. Waldron, Jr., who died on December 17, 2006. This account was paid to the Estate of James J. Waldron, Jr., upon the death of the decedent. 2 Putnam - Account 0230020507422119; the 4.805.28 100.000 4.805.28 beneficiary of this account was James J. Waldron, Jr., who died on December 17, 2006. Therefore, this account was paid to the Estate of James J. Waldron, Jr., upon the death of Alice E. Waldron. 3 Putnam - Account 2930750506776592; the 7.256.28 100.000 7.256.28 beneficiary of this account was James J. Waldron, Jr., who died on December 17, 2006. The account was paid to the Estate of James J. Waldron, Jr. upon the death of the decedent. TOTAL (Also enter on Line 7, Recapitulation) 17.565.90 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (12-99) ~ ~~~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Waldron, Alice E. FILE NUMBER 21-07 -0378 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 10,367.72 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Michelle W. Kenney Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 72 Bali Hai Road City Mechanicsburg Year(s) Commission paid State PA Zip 17050 3,000.00 2. Attorney's Fees Michael L. Bangs 3,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Michelle W. Kenney Street Address 72 Bali Hai Road City Mechanicsburg State PA Zip 17050 Relationship of Claimant to Decedent Daughter 3,500.00 4. Probate Fees 118.00 5. Accountant's Fees 300.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 265.25 TOTAL (Also enter on line 9, Recapitulation) 20,550.97 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Waldron, Alice E. FILE NUMBER 21-07 -0378 ITEM NUMBER DESCRIPTION 1 Myers Funeral Home AMOUNT 7,452.00 2 Visaggio's, Inc. - funeral luncheon 2,915.72 Subtotal 10,367.72 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE H-B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Waldron, Alice E. FILE NUMBER 21-07 -0378 ITEM NUMBER DESCRIPTION 1 Register of Wills AMOUNT 106.00 2 Register of Wills - additional short certificates 12.00 Subtotal 118.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Waldron, Alice E. FILE NUMBER 21-07 -0378 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal - estate advertising 75.00 2 Frank Baker - stock valuation 75.00 3 The Sentinel - estate advertising 115.25 Subtotal 265.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) ." REV-1513 EX+ (9-00) SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Waldron, Alice E. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(12)] FILE NUMBER 21-07 -0378 RELATIONSHIP TO DECEDENT Do Not List Trustee s SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. 1 Michelle W. Kenney 72 Bali Hai Road Mechanicsburg, PA 17050 Daughter one-third 2 Lisa T. Patterson 1010 Simpson Street Ocean City, NJ 08226 Daughter one-third 3 James J. Waldron III 313 White Church Road York Springs, PA 17372 Son one-third Total Enter dollar amounts for distributions shown above on lines 15 through 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Frank R. Baker 146 Springhouse Lane Spring Grove, PA 17362 Phone: 717/225-5450 Fax: 7]7/225-0494 e-mail: frankr.baker@suscom.net April 25, 2007 The following is the value of Alice E. Waldron's stock holdings at the time of her death on December 10, 2006: Equities Stock Symbol High Low Average Shares Value Excelon EXC 61.82 61.18 61.50 170 $ 10,455 If you have any questions, please call me at 717-225-5450. Sincerely, .~' ..--.-"" /. ... -( ~rC(VG)( /f(l~~ct kev Frank R Baker PU TN AM INVESTMENTS Putnam Investor Services Post OJ!i!:!: Box 41:.!03 Providence, H/wd" Island O:.!<J40.120:J wunoputna/ninv.l'oln April 20, 2007 MICHAEL L BANGS ESQ BANGS LAW OFFICE 429 SOUTH 18TH ST CAMP HILL P A 17011 . Reference No.: 0466998278 Dear Attorney Bangs: Thank you for contacting us regarding the retirement plan account listed on the enclosed Account Reference Page and informing us of the deaths of James and Alice Waldron. We wish to inform you that the financial markets were closed on December 10, 2006 and December 17,2006. The tables below provide values as of the previous business day's closing fund prices. Alice E. Waldron Account Number Date AOl30010507715932 A0230020507422119 A2930750506776592 12/08/2006 12/08/2006 12/08/2006 306.478 243.059 724.903 Price Per Share $17.96 $19.77 $10.01 Total Value $5,504.35 $4,805.28 $7,256.28 James J . Waldron Account Number Date Price Per Share $18.06 $20.00 $10.01 Total Value A0130010507277146 A0230020507227350 A2930750507654314 12/15/2006 12/1512006 12/15/2006 738.634 651.716 1780.612 $13,339.73 $13,034.32 $17,823.93 A review of our records indicates that Mr. and Ms. Waldron named each other as their sole primary beneficiaries for their respective retirement plan accounts. This following information outlines all required documentation to transfer or sell the shares. Please be aware that due to the death of both individuals, and because the shares were not claimed by the respective beneficiary, the requirements vary based upon the date of death. e Attorney Bangs Page Two April 19, 2007 Based on the information provided, we understand that Ms. Alice E. Waldron predeceased Mr. James J. Waldron. Under the Putnam IRA Plan document, in the event that the primary benefici ary dies after the participant but before the assets are distributed, Mr. Waldron's beneficiary's interest in Ms. Waldron's plan assets would pass to his estate. The following options are available for an Estate Beneficiary. · Close the account now with 100% liquidation · Close the account with a series of payments using the remaining single-life expectancy, non-recalculated, of the deceased participant. Please complete the enclosed Request for Required Minimum Distribution From an IRA fonn. To sell the shares or to transfer the shares and receive systematic distributions, please provide us with the following documentation: · The Appointment of Legal Representative for James 1. Waldron's estate certified by a judge or clerk ofthe issuing court, to be in full force and effect and dated within 120 days of Putnam's receipt. If you wish to submit a copy, please note the certification must be original. A court seal must be affixed to this document. Please be advised that for Putnam's purposes, the certification of the submitted documentation will expire on May 3 Ft, 2007. If the requested documentation is submitted after this date, new certification will be required. · A letter of instructions bearing the guaranteed signature of the Legal Representative appointed for James 1. Waldron's estate. A signature guarantee for the Legal Representative's signature is required to prove that the signature is genuine. This guarantee may be obtained from an investment dealer or a bank. In accordance with federal law, we are required to obtain the name of the administrator, the mailing address, and the taxpayer identification number of the Estate. · For all payout distributions described above, the Legal Representative must specify a tax withholding election or to "opt-out" of tax withholding in writing. Otherwise, Putnam is required to withhold 100A) for payment of federal income tax. e Attorney Bangs Page Three April 19,2007 · (For 100% liquidation) Putnam is required to obtain the taxpayer identification number for the Estate. The information may be submitted in writing or the enclosed Fonn W-9 may be used to provide the infomlation to us. · (For transfer and receive payments) The appropriate retirement plan application must be completed and signed by the Legal Representative to establish a Beneficiary IRA account and the Request for RiMD from an IRA foml to schedule payments. James J. Waldron named no contingent beneficiaries for his retirement plan assets. Accordingly, under the terms of the Putnam IRA Plan Document, in the event that no beneficiary is properly designated for the account, or the named beneficiary is deceased, the default beneficiaries are as follows: I) The participant's spouse. 2) The participant's issues per stirpes. 3) The participant's estate. The payout options for a non-spouse beneficiary are: · Close the account now with 100% liquidation. · Close the account with a series of payments using the single-life expectancy, non- recalculated, of the beneficiary. Please complete the enclosed Request for Required Minimum Distribution From an IRA form. The payout options for an estate as beneficiary are: · Close the account now with 100% liquidation · Close the account with a series of payments based on the remaining single-life expectancy, non-recalculated, of the decedent. Please complete the enclosed Request for Required Minimum Distribution From an IRA foml. e Attorney Bangs Page Four April 19,2007 We will require the following documentation for verification of all eligible beneficiaries and their relationship with James J. Waldron: · A letter of instructions signed by the Legal Representative named for the decedent or from the Attorney representing the IRA participant's estate. The Legal Representative or the attorney must document the names of any children (living and deceased) or the decedent had no surviving spouse or children (living and deceased). An attorney's letter must be submitted on the attorney's or the law firm's letterhead. · (If Legal Representative submits verification letter) The Appointment of Legal Representative for the decedent certified by ajudge or clerk of the issuing court, to be in full force and effect and dated within 120 days of Putnam's receipt. If you wish to submit a copy, please note the certification must be original. A court seal must be affixed to this document. Please be advised that for Putnam's purposes, the certification of the submitted documentation will expire on May 3Ft, 2007. {rthe requested documentation is submitted after this date, new certification will he required. To sell the shares or to transfer the shares and receive systematic distributions, we will require the following additional documents from each beneficiary (issues per stirpes) or the decedent's Legal Representative (estate as beneficiary), as is detennined above: · A letter of instructions signed by each beneficiary or the Legal Representative for the Estate. A signature guarantee is required for the beneficiary's or Legal Representative's signature to prove that the signature is genuine. This guarantee may be obtained from an investment dealer or a bank. In accordance with federal law, we are required to obtain the name, the residential address, Social Security or taxpayer identification number and the date of birth for the beneficiary or the Estate (Birth date not applicable to Estate beneficiary). For all payout distributions described above, the beneficiary or Legal Representative must also specify a tax-withholding election or to "opt-out" of tax-withholding in writing. Otherwise, Putnam is required to withhold 10% for payment of federal income tax. e .1 Attorney Bangs Page Five April 19,2007 · (For transfer and receive payments) The beneficiary must complete and sign the appropriate retirement plan application in the enclosed Putnam IRA Kit to establish the Beneficiary IRA account and complete the Request for RMD from an IRA form to schedule payments. · (For 100% liquidation) Putnam is required to obtain the taxpayer identification number for the beneficiary or Estate. The information may be submitted in writing or the enclosed Form W-9 may also be used to provide the required information to us. Putnam is unable to accept new accounts if any required information or documentation is not provided or if any registered owner is a nonresident alien. If Putnam is unable to verifj' the new shareowner's identity, the account will be closed at the then-current net assets value, and the proceeds will be sent to the address of record. To assist us in the processing of your request, please include our reference number shown on page one when responding to this letter. We will transfer or sell the shares at the net asset value in effect on the day we receive the requirements. Should you have any questions, simply call us at 1-800-662-0019. One of our Retirement Plan Representatives will be pleased to assist you. Sincerely, 1, '1 /. " II ",..." (J!,' (i /:. 0. c_ / f\-J.c(C.ti /LJ:JC! Gail R. Delaney Putnam Investor Services enc. IRA Kit (2) Request for RMD from IRA Fornl (2) Fonn W-9 (2) Ci ,/ .' Attorney Bangs Page Six April 19, 2007 Reference No.: 0466998278 Account Reference Page Account No.: A2930750506776592 Account No.: A0130010507715932 Account No.: A0230020507422119 Registration: Alice E Waldron IRA Rollover Plan Account No.: A0130010507277146 Registration: James 1. Waldron IRA Rollover Plan Account No.: A0230020507227350 Account No.: A2930750507654314 Registration: James 1. Waldron IRA Plan e VISAGGIO'S RISTORANfL CASTEL CASTAGNA BALLROOM 001 -, a TABLE II 998 tlf-'arty 0 JOHN L SvrCk: 1 14:08 12/15/06 1 OPEN WINE, dmount 13B.OO,WINE 138.00 1 OPEN LIQUOR, amount 129.50, BEER,lIQUOR 129.50 1 OPEN FOOD, amount 472.50,FILU 472.~)O I OPEN FOOD, amount 185.50, CHICKEN 185.50 1 OPEN FOOD, alllollnt ~)40. 00, CRAB eKES 54U.00 1 OPEN FOOD, alllount 189.00, N-A BEVERAGE 189.00 1 OPEN FOOD, amount 26/'.30, POTS 0 CREME 267,30 1 OPEN FOOD, dmount 405.UO, HORSDOEUVRES 405.00 Sub Tota 1: 2326. au TAX: 123 . 56 Sub Total: 2450,36 20% GRATUIT 465.36 12/ 15 14: 14 T or A L: 2 B -I tj " '1 2 NOW OPEN CAS1'EL CJ.\STAGNA VISAGGIU'S BALLROOM WEDDING RECEPTIONS, HOLIDAY PARTIES, CORPORATE FUNCTIONS, BUSINESS MEETINGS SEATING FOH 225 111.-6~rl--8082 C~O~ '/:1(h10b gu f ~~~ 7,(~~1 BE IT REMEMBERED THAT: I, ALICE E. WALDRON, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. FIRST: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my husband, JAMES J. WALDRON, if he survives me by a period of thirty days. If my said husband does not survive me by a period of thirty days, then this gift to him shall be divested and I then give, devise and bequeath my entire estate unto those among my children who survive me, in equal shares. THIRD: I hereby nominate, constitute and appoint my husband, JAMES J. WALDRON, as Executor of this, my Last Will and Testament. If the said James J. Waldron should predecease me, fail to qualify or cease to act as such, then I nominate, constitute and appoint my daughter, MICHELLE KENNEY, as Executrix. FOURTH: No fiduciary acting under this Will shall be required to post bond in this jurisdiction or in any jurisdiction in which he may act. IN WITNESS WHEREOF, I, ALICE E. WALDRON, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this -t ....,,' !..<. -~ ," day of October, A. D., 1988. tL (--c ,: ____, _ <:: c::' Alice E. Waldron J .r /.t )(~ ' (SEAL) , i . . " ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, ALICE E. WALDRON, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL, that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. // I . t:...-l,.,...'VI_ c.... ,_ )/. ,. { <,i..._ ,~. i' -"I~ -~,. ( / ALICE E. WALDRON Sworn oJ::d~ffirmed to and acknowledged this ~ day of October, 1988. E. YJALD~91~.t..... Testatrix, COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND /-- ,---' . ! We, /J.lB~:~/2 j- 7.?So~(('( and \.~l) /'J i', L;;' fHl/C !(~' the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL, that ALICE E. WALDRON 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 Testator signed the WILL as witnesses and that to the best of our knowledge, the Testatrix was at the time 18 years or more of age, of sound mind and under no constraint or undue influence. .c::"" >c~(-:;:? c .. ,~ . <~"),~..~/'~ ( , \ -', "-. ,/ \. ./' . , /' '; i j \ .~~?::.c' ; " t ~ :~',,>/<~>{-,",. i: : .- - ..~..{,. ( ~ I '{(c. ~;~~~ or affirmed to and acknowledged beforeke t:iS .~,. drt/~~_Qct~ber, --.- .---/ ~ ~:( .---' /> . it c,;?'-<2~./"'2, . 'It" L. //)?;,)., (.(/i.:c/ / .- , , // Notry fublic / I / ;' 1/ ''-_..../,/