HomeMy WebLinkAbout10-15-07
-..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
INHERITANCE TAX RETURN 2 1 07
RESIDENT DECEDENT
File Number
0439
Date of Birth
181322512
05022007
04231911
Decedent's Last Name
Suffix
Decedent's First Name
LILLIAN
MI
A
WALLOWER
(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
X 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)
X
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
o
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
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
JAMES G. MORGAN JR. 7172344121
Firm Name (If Applicable)
TUCKER ARENSBERG, P.C.
REGISTER OF wilLS USE ONLY
First line of address
111 NORTH FRONT ST.
Second line of address
City or Post Office
HARRISBURG
DATE FILED . '.
State
PA
ZIP Code
17108-0889
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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
S FOR FILING RETURN ATE
Scott Wallower 9; 6l
11
860 Williamsb~\g Blvd., Dq,
SIGNATURE OFPREPARER 9TI:lER T~~ ~.
.' ,1\
ingtown, PA 19335
SENTATIVE
James G. Morgan Jr.
.-, I DA _
///7 C I
ADDRESS I
111 North Front St., Ha~~isburg, PA 17108-0889
Side 1
L
15056041147
15056041147
-..J
~
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07 -0439
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.
Signature #2
lJJ.tM
Name
Address1
Address2
City, State, Zip
Lori Wallower Weihbrecht
12 Natures Crossing
Date
Enola, PA 17025
/C/7'/07
I
--.J
151]561]42148
REV-1500 EX
Decedent's Name Lillian A. Wallower
Decedent's Social Security Number
181322512
RECAPITULA TION
1. Real Estate (Schedule A)...................................................................................... 1.
2. Stocks and Bonds (Schedule B)..............................__........................................... 2.
840,815.40
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.
26,251.58
6. Jointly Owned Property (Schedule F) Separate Billing Requested.............
7. Inter-Vivos Transfers & Miscellaneous N()n-Probate Property
(Schedule G) r Separate Billing Requested.............
6.
7.
65,106.66
932,173.64
-- --------- ...------------
---- -- ---------
17,624.65
7,140.02
24,764.67
907,408.97
6,000.00
901,408.97
8. Total Gross Assets (total Lines 1-7).....................................................................
8.
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.
12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).............................................. 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13).............................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 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
o .00
o . 0 0
15.
0.00
16.
o . 0 0
17.
18. 135,211.35
19. 135,211.35
o .00
901,408.97
19. Tax Due............................. ............................................................. n...................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
o
Side 2
L
151]561]42148
151]561]42148
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Lillian A. Wallower
______________________ - ____n___________________
STREET ADDRESS
483 Woodcrest Drive
File Number 21-07-0439
CITY
STATE
ZIP
Mechanicsburg
PA
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
135,211.35
135,000.00
-- -- ------- ----------------
6,760.57
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
141,760.57
TotallnteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3)
(4)
(5)
(5A)
(58)
6,549.22
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;.............................................................................
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?............................ .................................................................................... x
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?............................ ................................................................................... ~;
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. S9116 (a) (1.1) (i)l
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 statutedoes not exemDt 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 P.S. 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
Wallower, Lillian A.
FILE NUMBER
21-07 -0439
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 11,558 shares of AIB 61.76 713.822.08
2 3,555 shares of FUL T 14.76 52.471.80
3 641 shares of PNC 74.48 47.741.68
4 472 shares of PPL 44.27 20.895.44
5 50 shares of UTS PENN INSD MUN INC TR #186M- 117.688 5.884.40
20813960
TOTAL (Also enter on Line 2, Recapitulation) 840.815.40
(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-15G8 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07-0439
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Citi Smith Barney - Bank Deposit Program
VALUE AT DATE
OF DEATH
21.979.18
2 M&T Bank - Checking Acct. No. 98128191
4.148.70
Accrued interest on Item 2 through date of death
0.03
3
PNC Bank - Checking Acct. No. 5140066688 - non-interest bearing checking account
123.67
TOTAL (Also enter on Line 5, Recapitulation)
26.251.58
(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
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07 -0439
This schedule must be completed and filed ~ the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF y DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
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 Community Banks, N.A. - Acct. No. 6130039374- 40.000.00 40,000.00
Totten Trust for Kenneth Shindledecker and
Dorothy Shindledecker
2 Community Banks, N.A. - Acct. No. 6130039374- 33.98 33.98
accrued interest
3 Communnity Banks, N.A. - Acct. No. 6130020562 25.000.00 25.000.00
- Totten Trust for Kenneth Shindledecker and
Doroath Shindledecker
4 Communnity Banks, N.A. - Acct. No. 6130020562 72.68 72.68
- accrued interest
TOTAL (Also enter on Line 7, Recapitulation) 65.106.66
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleG (Rev. 6-98)
Rev-1502 EX+ (6-981
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONVVEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07-0439
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Musselman Funeral Home & Cremation Services, Inc. - additional charges for
obituary notice
110.03
2
Musselman Funeral Home & Cremation Services, Inc. - funeral expenses
5.342.00
Subtotal
5.452.03
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-82
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07-0439
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Tucker Arensberg, P.C. - fees
9.500.00
Subtotal
9.500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-B4
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07-0439
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills - probate fee
456.00
Subtotal
456.00
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-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07 -0439
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland Law Journal - proof of publication 75.00
2 Pealers Flowers - funeral arrangement 222.55
3 Register of Wills - short certificates 8.00
4 Rolling Green Cemetary - interment and recording fees 1.195.00
5 Rolling Green Cemetary - plaque inscription 360.00
6 The Italian Oven - funeral luncheon 114.38
7 The Sentinel - Legal - proof of publication 222.46
8 Tucker Arensberg, P .C. - expenses 19.23
Subtotal
2.216.62
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH-B7 (Rev. 6-98)
Rev.1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07-0439
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Medical Staffing Network - private nursing care
VALUE AT DATE
OF DEATH
348.75
2 Pharmerica - prescription
25.90
3 Pinnacle Health - SNU - Final invoice from Seidle Nursing Home
6.763.31
4 Quantum Imaging - x-rays
2.06
TOTAL (Also enter on Line 10, Recapitulation)
7,140.02
(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 I (Rev. 6-98)
REV-1513 EX+ (9-00)
ESTATE OF
NUMBER
I.
1
2
3
4
5
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wallower, Lillian A.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07 -0439
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not List Trustee/s)
Maxine Moppin
440 Shuler Road
Etters, PA 17319
Friend
Five Thousand
dollars
Kenneth Shindledecker
238 Ridge Ave.
Gettysburg, PA 17325
Friend
Ten Thousand
dollars
Betty Wallower
483 Woodcrest Drive
Mechanicsburg, PA 17055
Niece
Residue of
estate
Robert C. Wallower
483 Woodcrest Drive
Mechanicsburg, PA 17055
Grand Nephew
Five Thousand
dollars
Robert R. Wallower
483 Woodcrest Drive
Mechanicsburg, PA 17055
Nephew
Residue of
estate
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached
6,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
6,000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE ,J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Lillian A. Wallower 181-32-2512 05/02/2007
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Ruth Wallower Sister-in-Law Two Thousand
Frey Village dollars
1020 N. Union St.
Middletown, PA 17057
7 Scott Wallower Grand Nephew Five Thousand
860 Williamsburg Blvd. dollars
Downingtown, PA 19335
8 Lori Wallower Weihbrecht Grand Niece Five Thousand
12 Natures Crossing dollars
Enola, PA 17025
Total
1
Rev-1502 EX+ (6-98)
*'
SCHEDULE .I.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wallower, Lillian A.
FILE NUMBER
21-07 -0439
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
First Church of God
15 North 4th Street
Harrisburg, PA 17101
3.000.00
2
Trinity Lutheran Church
2000 Chestnut Street
Camp Hill, PA 17011
3.000.00
Subtotal
6.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE Y-19A
Inheritance Tax
Paid @ 5% Discount
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wallower, Lillian A.
FILE NUMBER
21-07-0439
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Register of Wills, Agent - 5% Discount payment
135.000.00
TOTAL (Also enter on Line 10, Recapitulation)
135.000.00
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
WILL
I, LILLIAN A. WALLOWER, of Mechanicsburg, Cumberland County, Pennsylvania
declare this to be my last will and revoke any will previously made by me.
ITEM I. I give, devise and bequeath the following gifts:
A) I give and bequeath the sum of Three Thousand ($3,000.00) Dollars to
the FIRST CHURCH OF GOD, North Fourth Street, Harrisburg, Pennsylvania.
B) I give and bequeath the sum of Three Thousand ($3,000.00) Dollars to
the TRINITY LUTHERAN CHURCH, Camp Hill, Pennsylvania.
C) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to
ANN O'CONNOR of Camp Hill, Pennsylvania.
D) / give and bequeath the sum of Five Thousand ($5,000.00) Dollars to
ROBERT C. WALLOWER of Mechanicsburg, Pennsylvania.
E)/ give and bequeath the sum of Five Thousand ($5,000.00) Dollars to
LORI WEIHBRECHT of Harrisburg, Pennsylvania.
F) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to
SCOTT WALLOWER of Downingtown, Pennsylvania.
G) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to
MAXINE MOPPIN of Lewisberry, Pennsylvania.
H) I give and bequeath the sum of Two Thousand ($2,000.00) Dollars to
FRED WALLOWER AND RUTH WALLOWER, or the survivor of them of Middletown,
Pennsylvania.
Page 1 of 6 pages.
I) I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to
KENNETH SHINDLEDECKER.
If any legatee named in Items (C) through (I) should predecease me, then such
bequest to them, if not by decent, shall lapse and become part of my residuary estate.
ITEM II. I give, devise and bequeath the rest, residue and remainder of my
estate, real and personal to ROBERT R. WALLOWER AND BETTY WALLOWER, or the
survivor of them, their heirs and assigns.
ITEM III. No interest in income or principal shall be assignable by, or available to
anyone having a claim against, a beneficiary before actual payment to the beneficiary.
ITEM IV. All of my just debts and expenses owing at the time of my death and any
debts arising from my death and burial shall be paid out of the principal of my residuary
estate.
ITEM V. All federal, state, and other death taxes payable on the property forming
my gross estate for tax purposes, whether or not it passes under this will, shall be paid
out of the principal of my residuary estate just as if they were my debts, and none of
those taxes shall be charged against any beneficiary.
Page 2 of 6 Pages.
ITEM VI. I authorize my executor:
A. to retain and to invest in all forms of real and personal property,
regardless of (i) any limitations imposed by law on investments by executors or trustees,
(ii) any principle of law concerning delegation of investment responsibility by executors or
trustees, or (iii) any principle of law concerning investment diversification;
B. to compromise claims and to abandon any property which, in my
executor's opinion, is of little or no value; to borrow from, and to sell property to others,
and to pledge property as security for repayment of any funds borrowed;
C. to sell at public or private sale, to exchange or to lease for any period
of time any real or personal property, and to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary duties with respect
thereto;
E. to use administrative or other expenses of my estate as income tax
or estate tax deductions and to value my estate for tax purposes by any optional method
permitted by the law in force when I die, without requiring adjustments between income
and principal for any resulting effect on income or estate taxes; and
F. to distribute IN KIND and to allocate specific assets among the
beneficiaries in such proportions as my executor may think best, so long as the total
market value of any beneficiary's share is not affected by such allocation.
Page 3 of 6 Pages.
These authorities shall extend to all real and personal property at any time
held by my executor and shall continue in full force until the actual distribution of all such
property.
All powers, authorities, and discretion granted by this will shall be in addition
to those granted by law and shall be exercisable without leave of court.
ITEM VII. I appoint Scott Wallower and Lori Wallower Weibrecht, Co-Executors
under this will. No personal representative appointed hereunder shall be required to give
bond or furnish sureties in any jurisdiction.
ITEM VIII. The term "executor" or any pronoun used to indicate the executor, any
other fiduciary or any beneficiary shall be deemed to apply to one or more than one
person or corporation and to the masculine, feminine or neuter gender as the case may
be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last
will, this ~Ff day of June 2003.
, F.
',_ ~z/{ ~.A,.t{:rl.,fv\ (S EAL)
Lillian A. Wallower vr ~"":; '1
~.rz-,..<
Page 4 of 6 Pages.
SIGNED, SEALED, PUBLISHED, and DECLARED by the above testatrix, as and
for her last will, in the presence of us, who thereupon at her request, in her presence and
in the presence of each other, have hereunto subscribed our names as witnesses.
Page 5 of 6 Pages.
STATE OF PENNSYLVANIA
( ss:
COUNTY OF DAUPHIN
_ We, Lillian A. Wallower, ~f\I\(1 Ir;jrt:-.so/ I , and
;j 0, "" <2.::; b. m 0 r~.... ~ d { the testatrix and witnesses, respeqtively,
whose names are signed to e attached or foregoing Instrument, being first duly sworn
do hereby declare to the undersigned authority that the testatrix signed and executed the
instrument as her last will and that she had signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the will as witness and that
to the best of our knowledge, the testatrix was at that time eighteen years of age or older,
of sound mind and under no constraint or undue influence.
~l~'\{\' '-1;'\, \~ -;:;l~~,,>"
Lillian A:vJallower
~ Ehyh/Zt jGv
Witn P /7 1/
,~~...//J'4. ~C./)'0'V'"" u"
~ess /J
SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the
above-named testatrix and by the witnesses whose names appear above on the
Ll~
. I day of June 2003.
,~~~~
No ry Public
My commission expires:
59118
NolariaJ Seal
PaUine Patti Thomas, Notary Public
City Of Harrisburg, Dau!%tin County
My Commission Expires Mar. 24, 2007
Mamber. Fennsylvania AssoclaIIon Of Notaries
Page 6 of 6 Pages.
TUCKER ARENSBERG
Attorneys
October 11, 2007
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Lillian A. Wallower
No. 21-07-0439
Dear Sir or Madam:
Enclosed for filing please find an original and one (1) copy of the Inventory and an original
and two (2) copies of the Pennsylvania Inheritance tax return in the above-referenced
estate. Please time-stamp one copy of each and return to me in the enclosed self-
addressed stamped envelope. Additionally enclosed is a check payable to "Register of
Wills" in the amount of $30.00 representing the filing fee.
Should you have any questions, please do not hesitate to contact me. Thank you for
your cooperation in this matter.
Sincerely,
Tucker Arensberg, P.C.
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Theresa A. Wheeler
Paralegal to Attorney
James G. Morgan, Jr.
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Enclosures
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Tucker Arensberg. Pc. 111 N. Front Street PO. Box 889 Harrisburg, PA 17108 p.717.234.4121 f. 717232.6802 www.tuckerlaw.com
1500 One PPG Place Pittsburgh, PA 15222 p.412.566.1212 f.412.594.5619
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