HomeMy WebLinkAbout10-08-07
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15056051058
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
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 07
0649
Date of Birth
514-16-7974
06/18/2007
02/23/1925
Decedent's Last Name
Suffix
Decedent's First Name
MI
Tallant
Mary
C
(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
. 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
.
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
James D. Flower, Jr.
Firm Name (If Applicable)
(717) 243-6222
Saidis Flower & Lindsay
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REGISTEFl0r-"o/ILLS USE-ONLY
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First line of address
26 West High Street
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Second line of address
:"-'1'
City or Post Office
State
ZIP Code
1
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D~1!E F;LED
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Carlisle
PA
17013
Correspondent's e-mail address:jflowerjr@sfl-Iaw.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 true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN~TURE 0; PERSON RESPo.Nfl~E FOR FILING RETURN
,'it(, ~(;. ) '1\ ~tL~ft.Y;R/I
ADDRiis
6 Jenny Drive, Boiling Springs, PA 17007
~'~,GG~NA, TURE OF PREPAR:~", <fCf~ ERR If T.,~ A,N REPRESENTATIVE
r-~Qd'/.{~;? ~ I) ~--V- ~
( ~" 6 West High Street, CarliSle: PA 1 0
\ PLEASE USE ORIGINAL FORM ONLY
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DATi]
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"/ ,DATE
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15056051058
Side 1
15056051058
-I
-.J
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
Mary
C Tallant
514-16-7974
RECAPITULATION
1. Real estate (Schedule A).
1.
0.00
2. Stocks and Bonds (Schedule B) . . . . . . .
.... 2.
189,287.87
0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) .
......... 4.
0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)
5.
2,760.69
16,597.65
0.00
6. Jointly Owned Property (Schedule F) Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested
6.
7.
8. Total Gross Assets (total Lines 1-7).
8.
208,646.21
8,022.57
52.39
9. Funeral Expenses & Administrative Costs (Schedule H).
9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .
. . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10).
11.
8,074.96
200,571.25
0.00
12. Net Value of Estate (Line 8 minus Line 11) .. ..
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J)
12.
. . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
..14.
200,571.25
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 0.00 15. 0.00
16. Amount of Line 14 taxable
at lineal rate X.O 45 200,571.25 16. 9,025.70
17. Amount of Line 14 taxable
at sibling rate X .12 0.00 17. 0.00
18. Amount of Line 14 taxable
at collateral rate X .15 0.00 18. 0.00
19. TAX DUE ........... . . . . . . . . . . .19. 9,025.70
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
15056052059
--1
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Mary C Tallant
STREET ADDRESS
Cchapel Pointe
File Number
21
07 0649
DECEDENT'S SOCIAL SECURITY NUMBER
514-16-7974
770 South Hanover Street
CITY
Carlisle
STATE
, PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
9,025.70
0.00
8,500.00
447.35
Total Credits (A + B + C ) (2)
8,947.36
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
0.00
78.34
0.00
78.34
5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax 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;......................................................................................... D [i]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [i]
c. retain a reversionary interest; or......................................................................................................................... D [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [i]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D [i]
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. 99116 (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. 99116 (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. 99116(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. 99116(1.2) [72 P.S. 99116(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.
REV-1503 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Mary C. Tallant
FILE NUMBER
21-07-0649
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Account No. 6075-7220, A. G. Edwards. See attached letter
VALUE AT DATE
OF DEATH
189,287.87
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
189,287.87
REV-15G8 EX+ (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Mary C. Tallant
FILE NUMBER
21-07-0649
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 Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Chapel Pointe, nursing home refund
2,696.00
12.00
2. AARP, refund
3. Aetna Medicare, refund
51.08
4. Discover Card, refund
1.61
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,760.69
REV-1509 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Mary C. Tallant
FILE NUMBER
21-07-0649
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. Janis L. Glosenger
6 Jenny Drive
Boiling Springs, PA 17007
Daughter
8. Linda Lee Bonnel
6204 Fanara Avenue, N.W.
Alburquerque, NM 87120
Daughter
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %QF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 10/12/02 Checking Account No. 34-01847, F & M Trust. See attached letter 7,947,64 50% 3,973.82
Interest accrued to date of death 1,09 50% 0.54
2. A/B 03/25/94 Account No. 6075-7409, A, G, Edwards, See attached letter 37,869.87 33% 12,623.29
TOTAL (Also enter on line 6, Recapitulation) $ 16,597.65
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary C. Tallant
FILE NUMBER
21-07 -0649
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Ewing Brothers Funeral Home, funeral
Chapel Hill Memorial Gardens
2,066.35
2,304.67
2.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 3,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 348.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal, Advertising Estate Notice 75.00
8. The Sentinel, Advertising Estate Notice 166.60
9. Janis Glosenger, Reimbursement for mailing expenses 36.95
10. Register of Wills, Tax Waiver 10.00
11. Register of Wills, Inheritance Tax Return filing fee 15.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
8,022.57
REV-1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary C. Tallant
FILE NUMBER
21-07 -0649
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Millennium Pharmacy Systems, Account
VALUE AT DATE
OF DEATH
26.00
2. Millennium Pharmacy Systems, Account
26.39
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
52.39
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary C. Tallant
FILE NUMBER
21-07 -0649
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
1. Janis L. Glosenger, 6 Jenny Drive, Boiling Springs, PA 17007 Daughter 99,733.00
2. Linda Lee Bonnell, 6204 Fonoa Avenue, NW,. Albuquerque, NM 87120 Daughter 99,733.00
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 $
(If more space is needed. insert additional sheets of the same size)
"
WI L L
I, MARY C, TALLANT, of 6 Jenny Drive, Boiling Springs, Cumberland County, Pennsylvania,
declare this to be my Will and revoke all prior Wills and Codicils,
FIRST:
Tangible Personal Prooertv.
I give all tangible personal property owned by me at my death and all insurance policies on
such property as follows:
(a) To those individuals who survive me by thirty days who are designated on a list
or memorandum signed by me which refers to this Will or is found with a copy thereof, the
items listed beside their names; provided that no such list or memorandum shall be valid unless
it is received by my Executor within sixty days of my Executor's qualification.
(b) The balance (including any item under subparagraph (a) the bequest of which
has lapsed) in as nearly equal shares as is practicable to such of my children as survive me by
thirty days, per stirpes.
(c) With respect to any item passing under subparagraph (a) or (b) to a minor, my
Executor (i) may hold and deliver it to the minor at majority or earlier, or deliver it to any
person to hold for the minor; or (ii) may sell it, hold and invest the proceeds and, at any time,
pay the proceeds to the minor, to the Custodian appointed in this Will or to the guardian of the
person or estate of the minor to hold for the minor, or apply the proceeds for the minor's
benefit for any reason without considering other funds available to the minor. The receipt of
any person who receives an item or payment hereunder shall be a complete discharge to my
Executor.
(d) My Executor shall pay, as an expense of settling my estate, all costs of
delivering such tangible personal property, including the costs of packaging, delivery and
Insurance.
SECOND:
Residue.
I give the residue of my estate in equal shares to such of my children, JANIS LOUISE
GLOSENGER and LINDA LEE BONNEL, as survive me by ninety days; provided that if any such
child fails so to survive me, but is represented by descendants of mine who so survive me,
such descendants of mine shall receive, per stirpes, the share such deceased child would have
received had he or she so survived me. ~ , ,A
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PAGE ONE OF SIX PAGES
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THIRD:
Spendthrift Provision.
Until distributed, no gift or beneficial interest shall be subject to anticipation or to voluntary
or involuntary alienation.
FOURTH:
Death Taxes.
(a) All death taxes (and interest and penalties thereon) imposed upon any property
passing under my Will and upon proceeds of insurance on my life, but not otherwise, shall be
paid out of my residuary estate.
(b) I authorize my Executor, in my Executor's sole discretion, to make an election,
in whole or in part, to cause a Pennsylvania Inheritance Tax to be payable by my estate on
property passing to or for the benefit of my spouse or to defer the Pennsylvania Inheritance
Tax on such property. My Executor shall be without liability to anyone for making or failing to
make such election.
FIFTH:
Administrative Powers.
My Executor shall have the following powers in addition to those conferred by law until all
property is distributed:
(a) To retain any real or personal property in the form received and to sell it at public
or private sale.
(b) To manage real estate.
(c) To purchase all forms of property without being confined to so-called legal
investments and without regard for the principle of diversification.
(d) To exercise any option or rights arising from ownership of investments.
(e) To compromise claims without order of court or consent of any legatee.
(f) To distribute in cash or in kind.
(g) To employ accountants, agents, investment counsel, brokers, bank or trust
company to perform services for and at the expense of my estate and to carry or register
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PAGE TWO OF SIX PAGES
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investments in the name of the nominee of such agent, broker, bank or trust company. The
expenses and charges for such services shall be charged against principal or income or partly
against each as my Executor may determine. My Executor is expressly relieved of any liability
or responsibility whatsoever for any act or failure to act by, or for following the advice of, such
accountants, agents, investment counsel, brokers, bank or trust company, so long as my
Executor exercises due care in their selection. The fact that an Executor may be a member,
shareholder or employee of any accounting, investment or brokerage firm, agent, or bank or
trust company so employed shall not be deemed a conflict of interest. Any compensation paid
pursuant to this subparagraph shall not affect in any manner the amount of or the right of my
Executor to receive commissions as a fiduciary.
(h) With respect to the interest vesting in a beneficiary who, in the opinion of my
Executor, is incapacitated by reason of age (other than minority) or illness (mental or physical)
when such interest vests in him or her: to hold the interest during his or her incapacity and
to invest the interest and all accumulations thereon; to apply so much of the income and
principal as my Executor deems advisable for such beneficiary's benefit for any reason without
considering other funds available to him or her; and to deliver the balance of principal and
income to the beneficiary at such time as he or she gains capacity. In addition, at any time
to pay the entire interest to the guardian of the estate of the incapacitated beneficiary to hold
for his or her benefit. The receipt of a guardian or such other person as may be selected by
my Executor to receive a distribution under this subparagraph shall be a full and complete
discharge to my Executor.
SIXTH:
Definitions.
(a) The words "Executor," "Guardian," and "Custodian" when used herein shall
include all genders and the singular and plural as the context may require.
(b) The words "Child, " "Children," "Grandchild," "Grandchildren," and "Descendants"
shall include persons adopted prior to attaining age twenty-one (21) and their descendants.
(c) When distributing residue to the descendants "per stirpes" of any individual
under this Will, such residue shall be divided into as many equal shares as there are children
of such individual then living and such children then deceased represented by descendants
then living, and each then living child shall receive one share, and the share of each deceased
child shall be divided among his or her descendants in the same manner, repeating this pattern
with respect to succeeding generations until all shares are determined.
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PAGE THREE OF SIX PAGES
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(d) Paragraph headings in this Will are for reference only and shall not affect the
meaning, construction or effect of this Will.
SEVENTH:
Custodian.
(a) I appoint such individual or corporation (including a fiduciary serving hereunder)
as is designated in writing by my Executor or Trustee as Custodian for (i) any beneficiary who
has not attained age twenty-one (21) at the time an interest is distributable outright to him or
her under this Will, and (ii) except to the extent a valid appointment of a Custodian has
otherwise been made, any person who has not attained age twenty-one (21) at the time an
interest is distributable outright to him or her as the result of my death from any other source.
Such appointment shall be deemed to be made under the Uniform Gifts to Minors Act or
Uniform Transfers to Minors Act then in effect in:
1. The jurisdiction in which I am domiciled at death, or
2. The jurisdiction in which the beneficiary is domiciled, or
3. The jurisdiCtion of an existing Uniform Act custodianship for the minor.
The selection among the foregoing shall be made by my Executor or Trustee, in my Executor's
or Trustee's absolute discretion.
(b) If the applicable Uniform Act in the governing jurisdiction permits the
postponement of distribution to an age beyond age twenty-one (21) if so directed in the
governing instrument, I hereby direct that distribution shall be postponed until the maximum
age permissible under the Uniform Act.
(c) If I am Custodian under the Uniform Transfers (or Gifts) to Minors Act for any
Custodianship property, and no successor has been otherwise appointed, I hereby appoint my
Executor (or if my Executor declines to serve, such individual or corporation as may be
designated in writing by my Executor) to serve as Custodian under the Uniform Transfers (or
Gifts) to Minors Act for any Custodianship property of which I am the Custodian. Upon
written acceptance of the successor Custodianship, my Executor (or such designee) shall be
authorized to take custody of any such property.
-J~
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PAGE FOUR OF SIX PAGES
EIGHTH:
Executor.
I appoint my daughter, JANIS LOUISE GLOSENGER, Executrix. If my said daughter, JANIS
LOUISE GLOSENGER, fails to qualify or ceases to act for any reason, I appoint my daughter,
LINDA LEE BONNEL, Executrix in her place. My Executrix shall not be required to post security
in any jurisdiction.
.-)
IN WITNESS WHEREOF, I have hereunto set my hand this 2- day of ------, (._-2..,,-,-,';~4
1999, /
SIGNED')? C'C ,(.-' e "-:/;'ct",{(.~7
...J
MARY C. ,YLLANT
The preceding instrument, consisting of this and five (5) other typewritten pages each
identified by the signature of the Testatrix was on the day and date thereof signed, published
and declared by the Testatrix therein named as and for her last will, in the presence of us, who
at her request, in her presence and in the presence of each other have subscribed our names.
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COMMONWEALTH OF PENNSYLVANIA:
: ss
COUNTY OF CUMBERLAND
We, 1)vDO~ S_ ~v~tzcll and '~t,to.~ E. \~ b~
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 the Testatrix sign
and execute the instrument as her last will; that she signed willingly and 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 the will 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, \5r15f5V..-t y. ! V~~~
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PAGE FIVE OF SIX PAGES
Sworn and subscribed to
-' /LtC
before me this~ day
--;;; t! .
of~.-I.-u..7 ' 1999.
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. " ....:::::r . J.;e...A-
otary Public
NOI.,., Sui
K.,.... F. 8yet$, Noc.rr PuDIc
Carlis'e Boro. Cumberland ~_~ P
My Com ._ . --..,. A
m...slOft Eaplr.. Man:tl18, ,..
COMMONWEALTH OF PENNSYLVANIA:
: ss
COUNTY OF CUMBERLAND
I, MARY C. TALLANT, whose name is signed to the attached 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.
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MARY C. TMLANT
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Sworn and affirmed to and acknowledged before me this~ day of"~--<Jt..MJ7.-r 1999.
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otary Public ~
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NOI.,~I Sui
I Kar.... F. fl~ NolIIry PlIOUc:
I C.rlisle Boro. Cumberland County. PI.
, My Commission Eaplru MlII'CtI18. 1ll9ll
PAGE SIX OF SIX PAGES
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A.G EDWARDS & :;(JNS, IN(
~510 Pinn;)cle Hills Parkway
Rog~'r~, AR 72158
479/464-7111
fax; 479/464 7117
toll free; 800/544.7839
August 6, 2007
James D. Flower, Jr.
Law Office Saidis, Flower & Lindsay
26 West High Street
Carlisle, PA 17013
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EI)WARD:S~
Dear Sir:
Regarding your infonnatioIl request concerning Mary C. Tdlam
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On 6/18/2007 Account #6075-7409 Jitled Mary C 'Tallant &.Jcljli:;L.(Jlosfng~T & Linda L.
Bonnel Joint Tennants had a money mark(~t positIon of $37,H69.87. Our I; (:01'<ls indicate this
account was opened (m March 25, ! 994 nnder the 'amc rl':gi~tr:uinn :
Total account valu..:
$37,8(i9.87
On 6/i 812007 Account 6075p7220 Titled Mary C. TaJb.nt
m()nt~Y market position of
and the following security positions:
TOD (Transfer (I 1 Death) had a
S205L01,
1032 shares of Allstate Corp @ $61.62
434 shares of Discover Financial Services @ $29.93
304 shares of FPL Group Jne @ $60.61 -
868 shares of Morgan Stanley @ $7:)/17 ---
600 shares of Prorn~ss Energy lnc @ $47.,13 ..
$(,3,591.84
$12.989.6Z
$18,425.44
$63,771.96
$28,458.00
Total account value:
$UN,287J17
Best regards,
~)ur records indicat:-d this aCCOlmt was opened on j\, ~',i1 7. \. _1 iNS ,~S ,I ~'r~f~le l1CCQllIlt. The
fnmsfer on Death U'.1cumeHt w?.s ac.c~d on Octob.:r Ib, "'0(:' _ I :
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n r phav{' "lre'l(t" sent fOrTr.- "', J"nl' <: 'lnd IJ'nd~ '0 11' -.; - .1- ,to"~ .. -'('{'l'] ,.: \i\' ,I r ,.LIll' ,'p a
y\ ~ _ , {,j.., '..J .,.~, II- J.s"J,) I"" u ,~C I -" ./, .l~ll.... , {;.U.'j..,.../ (".. -".~. li.-.._ tr ..Lft~. . .....
P~fl.nsylv2J1;a Tax Wl';vn fDr arCowlt 607<;.. 7'YJO Pi'''''f- '-.,uo' -I r';l',,,pnr"HI'd IO'!T:l to nl"
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L'i-;:.t./ . ._t27" :
Ron WhIte Sf.
Financial Con~;uIta.1!'Jl
Senior Vic~;.Presidcri1 - Invt::;~1:TIefl~S
Trust Spc(;jatist
r liT fI 'k:;:'
.AUU.I. v c.uur
www.frntrllst~~iHm.com
TRUST
August 15, 2007
Law Offices
Saidis, Flower & Lindsay
26 West High Street
Carlisle PA .17013
RE: Mary C Tallant
Mr. Flower:
In reference to the above customer, our records show the enclosed information to be
accurate as of June 18, 2007.
If I may be of any further assistance, please contact me.
Sincerely,
jUJJ~J rD QjJ ~
Karen E Davis
AVP, Deposit Operations
717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA 17201-6010
FIN AN C I A L S 0 LU T ION S... FRO M PE 0 P L E YO U K N OW
TRUST
www.frntrustmillhm.com
Date of Death Valuations
Customer Name: Mary C Tallant
Date of Death: 06/18/07
Accl Tvpe Account Number Open Date Close Date Balance Accrued Int Total Balance Account Owners
ckq 34-01847 10/12/2002 still ODen $ 7,947.64 $ 1.09 $ 7,948.73 Marv C Tallant or Janis L Glosenqer
717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA 17201-6010
FIN AN C I A L SOL UTI 0 N S... FRO M P E 0 P L E YO U K NOW