HomeMy WebLinkAbout11-06-07
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15056041125
REV -1500 EX (06-05) OFFICIAL USE ONLY
PA Departme~t of Revenue '* County Code Year
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 0/ 0/ -
Harrisburg, PA 17128-0601 RESIDENT DECEDENT ex lP
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
File Number
10/(
Date of Birth
191464769
o 8 1 8 2 0 0 6
07011927
B E A M
o L I V E
MI
M
Decedent's Last Name
Suffix
Decedent's First Name
(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
[ZI 1. Original Return
o 4. Limited Estate
[ZI
o
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
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 0 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
o
o
o
8. Total Number of Safe Deposit Boxes
A A RON
J
N E U H ART H ,
E SQ.
717 264 293 9
Firm Name (If Applicable)
REGISTER OF WILLS USE QNL Y
NEUHARTH
LAW
OFFICES
First line of address
2 3 2
LINCOLN
WAY
E A S T
Second line of address
P .0.
BOX
3 5 9
City or Post Office
State
ZIP Code
DATE FI1..ED
----:,--- ------.-------
~'<)
C HAM B E R S BUR G
P A
17201
C._)
o
Correspondent's e-mail address:ANEUHARTH@NEUHARTHLAW.COM
Under penalties of pe~ury, 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 OF PERSON RE~ONSI l OR FILING RETURN D
":h-- 0.. 0
ADDRESS
540 WALNUT STREET, NO.2,
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~.-S ----.. -=--
ADDRESS L-------
d3~ L..n("~LN~,....{.;:nJ'\. p, 0- ~ry.... .1S"~ C ~"......,~Cr\\-,~. /JA- 1'1.,),'-.) I
PLEASE USE ORIGINAL FORM ONLY
LEMOYNE
PA 17043
DATE
\ Y.s /..J U( -;,
Side 1
L
15056041125
15056041125
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15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: OLIVE M. BEAM
RECAPITULATION
191464769
2. Stocks and Bonds (Schedule B)
.................................. 2.
92000.00
14649.04
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
........................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested. . . . . .. 7.
105265.41
11 . Total Deductions (total Lines 9 & 10)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
o. 0 0
2 1 1 9 1 4. 4 5
2 6 4 1 4. 3 8
5 6 4. 3 9
2 6 9 7 8 . 7 7
1 8 4 9 3 5. 6 8
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.
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 Subject to Tax (Line 12 minus Line 13) .................. 1~ 1 8 4 9 3 5 . 6 8
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. o . 0 0 15. o . 0 0
-
16. Amount of Line 14 taxable 1 0 o . 0 0
at lineal rate X 83.221 16. 8 3 2 2. 1 0
17. Amount of Line 14 taxable o . 0 0 o . 0 0
at sibling rate X .12 17.
18. Amount of Line 14 taxable o . 0 0 o . 0 0
at collateral rate X .15 18.
19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 8 3 2 2. 1 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
D
Side 2
L
15056042126
15056042126
--.J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
OLIVE M. BEAM
STREET ADDRESS
1710 HUMMEL AVE.
File Number
o 0
..-
CITY
CAMP HILL
[I STATE
pa
ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 8,322.10
6,000.00
Total Credits (A + B + C) (2)
6,000.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
0.00
TotallnteresUPenalty ( D + 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 requesta refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
0.00
0.00
2,322.10
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
2,322.10
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 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ................................................................................................ 0 00
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................. ....... ................ ...................... ........ 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 00 0
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. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
*
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
OLIVE M. BEAM 0 0
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real Drooertv which is iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
REAL ESTATE SITUATE AT 1710 HUMMEL AVE., CAMP HILL, PA 17011 IMPROVED
WITH A SINGLE FAMILY RESIDECE. PRPOERTY WAS APPRAISED AND SOLD FOR
APPRAISED VALUE TO GARY DUBAS AND EDWARD TRUMP ON 6/29/2007.
VALUE AT DATE
OF DEATH
92,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
92000.00
REV-1503 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
OLIVE M. BEAM
FILE NUMBER
o 0
All property jointly-owned with right of sUNivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
MELLON INVESTOR SERVICES, 404 SHARES OF COMMON STOCK
VALUE AT DATE
OF DEATH
14,649.04
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
14649.04
REV-1508 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
OLIVE M. BEAM
FILE NUMBER
o 0
Indude 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
1.
DESCRIPTION
MEMBERS MEMBERS FIRST CD'S NO. 197672
VALUE AT DATE
OF DEATH
29,716.37
2.
3.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
M&T MONEY MARKET ACCOUNT NO. 15004211135965
10,339.53
CERTFICATE OF DEPOSIT, ACCOUNT NO. 31003913154496
10,419.74
M&T MISC. CHECKING ACCOUNT NO. 9836186347
29,500.00
MISC. PERSONALITY OF DECEDENT
500.00
M&T BANK ACCOUNT NO. 14290367
638.45
COMMERCE BANK CERTIFICATE OF DEPOSIT
22,223.77
REFUND FROM COMCAST CABLE
3.27
M&T BANK ACCOUNT 9836186347
286.31
REFUND OF HOME OWNER'S INSURANCE
21.00
2006 IRS REFUND
1,294.00
INTEREST FROM IRS
33.97
MONEY OF DECEDENT TRANSFERRED BY PA DEPARTMENT OF TREASURY
289.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
105 265.41
REV-1510 EX + (6-98)
.,
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
o 0
ESTATE OF
OLIVE M. BEAM
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR R8..ATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. John Hancock Life Insurance Policy 3,215.74 100. 3,215.74 0.00
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
OLIVE M. BEAM
FILE NUMBER
o 0
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16
17.
18.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
RICHARDSON FUNERAL HOME, INC.
5,515.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) MAUREEN HENCH
Social Security Numbe~s)IEIN Number of Personal Representative(s)
Street Address 540 WALNUT STREET, NO.2
City LEMOYNE State PA Zip 17043
Yea~s) Commission Paid: N/A
Attomey Fees NEUHARTH LAW OFFICES
0.00
10,500.00
Family Exemption: (If decedenfs address is not the same as cJaimanfs, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees
Accountanfs Fees
Tax Retum Prepare~s Fees
MISCELLANEUS EXPENSES
COMCAST CABLE TO DECEDENT'S RESIDENCE (9/18/2006 TO 10/17/2006)
S.W. BARRETT, APPRAISAL OF DECEDENT'S RESIDENCE
NEUHARTH LAW OFFICES, REIMBURSEMENT FOR ADV. OF LETTERS, LAW J.
NEUHARTH LAW OFFICES, REIMBURSEMENT FOR ADV. OF LETTERS, SENT.
ROLLING GREEN CEMETARY, HEADSTONE ENGRAVING
JAMES CLOUSER, YARD WORK AT DECEDENT'S RESIDENCE
COMCAST CABLE TO DECEDENT'S RESIDENCE
UGI GAS FOR FOR DECEDENT'S RESIDENCE
AT&T, FINAL BILL
LOWER ALLEN TOWNSHIP, SEWER AND TRASH FOR DECEDENT'S RESIDENCE
PP&L FOR FOR POWER TO DECEDENT'S RESIDENCE
PAWC, WATER TO DECEDENT'S RESIDENCE
65.38
300.00
75.00
166.07
221.00
50.00
38.82
110.00
16.96
85.50
53.07
18.73
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26414.38
OLIVE M. BEAM
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
AMOUNT
19.
20.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
DESCRIPTION
UGI, GAS TO DECEDENT'S RESIDENCE
VERIZON
PAWC, WATER TO DECEDENT'S RESIDENCE
PP&L, POWER TO DECEDENT'S RESIDENCE
VERIZON TELEPHONE
UGI, GAS TO DECEDENT'S RESIDENCE
PP&L, POWER TO DECEDENT'S RESIDENCE
UGI, 1/2/FURNACE REPLACEMENT COSTS FOR DECEDENT'S FURNACE
UGI, GAS TO DECEDENT'S RESIDENCE
LOWER ALLEN TOWNSHIP, SEWER AND TRASH FOR DECEDENT'S RESIDENCE
PAWC, WATER TO DECEDENT'S RESIDENCE
VERIZON TELEPHONE
PP&L, POWER TO DECEDENT'S RESIDENCE
UGI, BALANCE OF REPLACEMENT COST FOR DECEDENT'S FURNACE
PAWC, WATER TO DECEDENT'S RESIDENCE
UGI, GAS TO DECEDENT'S RESIDENCE
PAWC, WATER TO DECEDENT'S RESIDENCE
VERIZON TELEPHONE
PP&L, POWER TO DECEDENT'S RESIDENCE
INCOME TAX ACCOUNTANT FEES
UGI, GAS TO DECEDENT'S RESIDENCE
VERIZON TELEPHONE
PAWC, WATER TO DECEDENT'S RESIDENCE
PP&L, POWER TO DECEDENT'S RESIDENCE
UGI, GAS TO DECEDENT'S RESIDENCE
VERIZON TELEPHONE
LOWER ALLEN TOWNSHIP, SEWER AND TRASH FOR DECEDENT'S RESIDENCE
BONNIE MILLER, TREASURER FOR REAL ESTATE TAXES
PLUMBING COSTS TO FIX LEAK AT DECEDENT'S RESIDENCE
PP&L, POWER TO DECEDENT'S RESIDENCE
UGI, GAS TO DECEDENT'S RESIDENCE
VERIZON TELEPHONE
PAWC, WATER TO DECEDENT'S RESIDENCE
PP&L, POWER TO DECEDENT'S RESIDENCE
JAMES CLOUSER, YARD WORK AT DECEDENT'S RESIDENCE
PP&L, POWER TO DECEDENT'S RESIDENCE
PAWC, WATER TO DECEDENT'S RESIDENCE
PAWC, FINAL BILL
PP&L, FINAL BILL
UGI, FINAL BILL
VERIZON TELEPHONE, FINAl BILL
REAL ESTATE TRANSFER COSTS
110.00
46.57
18.73
46.85
17.60
110.00
50.17
2,900.00
110.00
87.50
19.92
17.60
58.56
2,830.00
16.92
110.00
18.12
17.54
47.04
150.00
110.00
20.48
17.53
43.03
72.00
19.29
87.50
398.26
55.00
37.65
72.00
19.56
35.84
32.89
75.00
32.89
18.12
14.91
19.20
24.22
9.83
1,200.53
SUBTOTAL SCHEDULE H.B7
9,198.85
REV.1512 EX + (12.03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OLIVE M. BEAM
FILE NUMBER
o 0
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including un reimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. PA POWER AND LIGHT (7/17/06 TO 8/15/06) FOR DECEDENT'S RESIDENCE
VALUE AT DATE
OF DEATH
58.13
2. UGI (7/25/2006 TO 8/23/2006) GAS FOR DECEDENT'S RESIDENCE
187.59
3. AT&T (7/27/2006 TO 8/26/2006)
22.81
4. PA POWER AND LIGHT (8/15/2006 TO 9/15/2006) FOR DECEDENT'S RESIDENCE
74.91
5. VERIZON TELEPHONE (8/8/2006 TO 8/30/2006)
44.42
6. PAWC (8/4/2006 TO 9/6/2006) WATER FOR DECEDENT'S RESIDENCE
22.14
7. METRO MEDICAL SERVICES
74.80
8. VERIZON
46.57
9. MOBILE X-RAY IMAGING
33.02
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
564.39
"'."""'.'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OLIVE M BEAM
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS ~nclude outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
1. MAUREE O. HENCH Lineal 33.34
540 WALNUT STREET, NO.2
LEMOYNE, PA 17043
2. LINDA TARDIO Lineal 33.33
P.O. BOX 897
CAMP HILL, PA 17011
3. WENDY CLOUSER Lineal 33.33
1218 CENTERVILLE ROAD
NEWVILLE, PA 17241
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
FILE NUMBER
o 0
(If more space is needed. insert additional sheets of the same size)
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death:
6.000.00
Discount: _
315.78
Interest Table
,--- I Days Delinquent
I Year Balance Due Interest
, i this time period this year this period
~ Before 1981
! 1982 u i
,1983 j i
I
,1984 I
i 1985 I :
j 1986 I I
11987 I
! 1988 throuah 1991 I
I
, j I !
11992
, 1993 throuah 1994 I
, ,
: 1995 throuah 1998 ,
! 1999 I I
I --
r2000
2001 : !
I
12002 I
j 2003 !
[2004 I I
,2005 : I
12006 0 0.00
I :0
~2007 2 257.00 0.00
I I
I
i : I
! i
I !
!
I
I TOTALS
l___ I 0.00
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996:
Penalty:
. .
J
j
o
LAST WILL AND TESTAMENT
OF
OLIVE MAY BEAM
I, Olive May Beam, of 1710 Hummel Avenue, Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory, and understanding do hereby declare
this as my last will and testament hereby revoking all wills and codicils previously made by me.
FIRST
I direct payments of my debts and expenses of my last illness and funeral from my estate
as soon after my death as conveniently may be done. If there be no cemetery lot available for my
interment, owned by me at the time of my death, I authorize my personal representative to
purchase such cemetery lot with a contract for perpetual care, using therefor funds from my
estate, in such amount as my personal representative shall consider necessary and desirable, and I
authorize my personal representative to cause title to or ownership of such lot so purchased to be
vested in such person as my personal representative shall designate.
Further, in this connection, I authorize my personal representative to expend funds from
my estate, in such amount as my personal representative shall consider necessary and desirable,
for the purchase, erection, and inscription of a suitable marker in my memory. My personal
representative shall have sole discretion whatsoever to purchase or not to purchase any such
marker. Further, my personal representative shall have sole discretion to arrange for my body to
be laid to rest in any manner as my personal representative shall deem practicable.
r
SECOND
I give, devise, and bequeath all of my estate to my children, Maureen O. Hench, Linda A.
Tardio and Wendy M. Clouser, as shall survive me by thirty (30) days, in as nearly equal shares
as practicable. In the event that any or all of the above-named children in this paragraph do not
survive me by thirty (30) days, my deceased child's or children's share shall be equally divided
among the deceased child's children who survive me by thirty (30) days.
THIRD
I direct that any and all Inheritance, Estate, and Transfer Taxes imposed upon my estate,
passing under my will or otherwise, shall be paid out of the principal of my residuary estate.
FOURTH
I direct that no trustee, executor, guardian, or other fiduciary named, nominated or
appointed by this, my last will and testament, shall be required to post any bond or give any
security of any type for any purpose whatsoever, any law or rule of court of the Commonwealth
. -
~
5
~
t
,~
8
of Pennsylvania or any other jurisdiction to the contrary notwithstanding.
FIFTH
In addition to powers conferred by law, I authorize my personal representative in his/her
absolute discretion to:
A Retain in the form received, and to sell either at public sale or private sale any real
or personal property.
B. Manage real estate.
C. Invest and reinvest in all form of property without being confined to legal
investments, and without regard to the principle of diversification.
D. Exercise any options or rights arising from ownership of investments.
E. Compromise claims without court approval and without the consent of any
beneficiary.
SIXTH
Any and all payment or payments of any sum or sums, whether in cash or in kind and
whether for principal or income, payable to any beneficiary, shall be made upon the sole receipt
of the respective beneficiary to whom the payment is made and free from anticipation, alienation,
assignment, attachment, and pledge, and free from control by the creditors of any such
beneficiary. All shares of principal and income herein given shall be free from anticipation,
assignment, pledge or obligations of any beneficiary, and shall not be subject to any execution or
attachment.
SEVENTH
I nominate, constitute, and appoint my daughter, Maureen O. Hench, Executrix of my last
will and testament. In the event of the renunciation, death, or inability to act for any reason
whatsoever of my said daughter, Maureen O. Hench, I nominate, constitute, and appoint Wendy
Clouser of 1218 Centerville Road, Newville, Pennsylvania 17241, Executor of my last will and
testament. In the even of the renunciation, death, or inability to act for any reason whatsoever of
Wendy Clouser, I nominate, constitute, and appoint Linda A. Tardio, 1705 Hummel Avenue,
Camp Hill, Pennslyvania 17011.
. .
COMMONWEALTH OF PENNSYLVANIA:
: SS
COUNTY OF FRANKLIN
I, Olive May Beam, the testator 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; and that I signed it willingly and as my free and
voluntary act for the purpose therein expressed.
We, Oa..ro,J AJl:ull/l,LrlJ and ~~~ c:...i:.h-t'.t~
the witnesses whose names are signed to the attached or forgoing instrument, being duly
qualified by law, do depose and say that we were present and saw the testator sign and execute
the instrument as her last will; the testator signed it willingly and executed it as her free and
voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and
the sight of the testator signed the will as a witness: and that to the best of our knowledge the
testator was at least eighteen (18) or more years of age, of sound mind, and under no constraint or
undue influence.
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Olive ~eam
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Witnessc
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Witness
,.
. .
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last will and
testament, consisting of three (4) typewritten pages, the first two (2) of which bear my signature
in the margin for the purpose of identification, this 'ci day of \="~~ ,2005.
U~.~ ~~
Olive May Beam
Signed, sealed, published, and declared by the above-named testator, and as for her last
will and testament in the presence of us, who at her request, in her sight and presence, and in the
sight and presence of each other, have hereunto subscribed our names as witnesses.
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