HomeMy WebLinkAbout05-12-08
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1SDSbD41147
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 0 8
RESIDENT DECEDENT
File Number
00150
023 07 4985
01 26 2008
Date of Birth
12 14 1915
Decedent's Last Name
MCDONELL
Suffix
Decedent's First Name
MARIE
MI
B
(If Applicable) Enter Surviving Spouse's Infonnation 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
l!] 1. Original Retum
2. Supplemental Retum
o
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3. Remainder Retum (date of death
priorto 12-13-82)
5. Federal Estate Tax Retum Required
9. Litigation Proceeds Received
D
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o
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4a. Future Interest Compromise
(date of death after 12-12-82)
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o
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a Living Trust
. (Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
10 Spousal Poverty Credit (date of death
. between 12-31-91 and f-1-95)
D
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
EDMUND G. MYERS (717) 761 4540
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Finn Name (If Applicable)
JOHNSON DUFFIE
PO
BOX
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REGISTER OF .'. USE OlllY
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DATE FILED
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First line of address
Second line of address
City or Post Office
LEMOYNE
State
PA
ZIP Code
17043
Correspondent's e-mail address:
Under penalties of pe~ury. I declare that I have examined this retum, 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 RESPONSIBLE FOR FILING RETURN DATE
Y'd-JiJ.:f. ~ 4q~ FLOYD L.LENKER 5'- 9- aCZS
ADD~
90 EASTGATE DRIVE, Camp Hill, PA 17011
SIGNATU OF PREPARER OTHER THAN REPRESENTATIVE
EDMUND G. MYERS
301 MARKET STREET, Lemoyne, PA 17043
Side 1
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1505b041147
15DSbD4:L147
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I, MARIE B. McDONELL, of Mechanicsburg, Cumberland Coun~
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this as and for my Last, Will and Testament, hereby revoking and
malting void any and all Wills or Codicils at any time heretofore made by me.
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Last Will and Testament
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MARIE B. McDONELL
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ARTICLE I
DEBTS
I direct the payment of all my legal debts. and the expenses of my last illness and
funeral from my Estate as soon after my death as conveniently may be done.
ARTICLE IT
TANGIBLE PERSONAL PROPERTY
I give and bequeath my photographs, birth, marriage, service and death certificates
and the like relating to my family or to my husband's family unto my nephew, DONALD F.
McBETH, and his wife, LYNNE McBETH, or the survivor of them, with suggestion that
they or the survivor distribute the same in the exercise of his or her sole discretion among
themselves and their then-living issue.
I give and bequeath the remainder of my household and personal effects and other
tangible personalty of like nature (not including cash or securities), together with any
existing insurance thereon, unto my friend, FLOYD L. LENKER, if he survives me. If my
friend, FLOYD L. LENKER, does not survive me, I give and bequeath the same unto my
nephew, DONALD F. McBETH, if he survives me, and should he not survive me, then
unto his wife, LYNNE McBETH, if she survives me, with suggestion that my nephew,
DONALD F. McBETH, or my- nephew's wife, LYNNE McBETH, distribute said items,
in the exercise of his or her sole discretion, among themselves and' their then-living issue.
ARTICLE ITI
SPECIFIC BEQUESTS
I give and bequeath the sum ofTen Thousand ($10,000.00) Dollars unto each of the
following who survive me: my niece, SANDRA McBETH; my grandniece, DENISE
McBETH; my grandnephew, DONALD ANDREW McBETH; and my grandnephew,
CRAIG McBETH.
ARTICLE IV
C~TABLEBEQUEST
I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars to THE
FOUNDATION FOR GLAUCOMA RESEARCH, 490 Post Street, Suite 1042, San
Francisco, California 94102.
ARTICLE V
REST, ~SIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my Estate, of
whatever nature and wherever situate, unto my friend, FLOYD L. LENKER, provided that
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should my friend, FLOYD L. LENKER, predecease me, I give, devise and bequeath the
the rest, residue and remainder of my Estate unto THE FOUNDATION FOR
ENHANCING COMMUNITIES, a Pennsylvnia nonprofit corporation, 200 N. Third
Street, Eighth Floor, P. O. Box 678, Harrisburg, PA 17108-0678, as a corporate asset, for
charitable, educational, scientific or civic purposes, according to its bylaws, specifically to
establish the Frederick H. McDonell and Marie B. McDonell Fund as an endowment
fund of the Foundation.
ARTICLE VI
UNIFORM TRANSFERS TO MINORS
In the event any beneficiary of my Will has not reached the age of twenty-five (25)
years at the time for distribution of his or her share, distribution of said share may be made
in the discretion of my Personal Representative after considering the age and needs of the
beneficiary, either directly to the beneficiary or to a Custodian for such beneficiary until age
twenty-five (25) under the Pennsylvania Unifonn Transfers to Minors Act, 20 Pa. C.S.A
95301 et seq., or the applicable Unifonn Gifts to Minors Act or Uniform Transfers to
Minors Act in the state of residence of such beneficiary as the case may be. My Personal
Representative may designate as such Custodian any institution or person, including my
Personal Representative, qualified to act as a Custodian for such beneficiary under such Act
in effect at the time such distribution is made. A receipt for any payment or distribution so
made .shall be a full discharge therefor to my Personal Representative, "'vVho shall not be
responsible to see to, or be liable for, the application of such proceeds thereafter.
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ARTICLE VII
POWERS OF PERSONAL REPRESENTATIVE
My Pe~sonal Representative(s). shall have the following powers in addition to those
vested in them by law and by other provisions of my Will applicable to all property, whether
principal or income, including property held for minors, exercisable without court approval
and effective until actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as they may determine.
B. To retain any or all of the assets of my. estate, real or personal, without
restriction to investments authorized for Pennsylvania fiduciaries, as they
deem proper, without regard to any principle of diversification or risk.
C. To invest in all forms of property without restriction to investments
authorized for Pennsylvania fiduciaries, as they deem proper, without regard
to any principle of diversification or risk.
D. 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, exchanges or
leases, for stich prices and upon such terms or conditions as they deem
proper.
E. To allocate receipts and expenses to principal or income or partly to each as
they from time to time think proper.
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F. To compromise any claim or controversy.
G . To make such elections, decisions, concessions and settlements in connection
with all income, estate, inheritanc~, gift, gener~tion skipping or other tax
refunds and the payment of such taxes as my Personal Representative shall
deem appropriate, without obligation to adjust the distributive share of any
person thereby affected.
ARTICLE vm
PERSONAL REPRESENTATIVE
I name, constitute and appoint my friend, FLOYD L. LENKER, Camp Hill,
Pennsylvania, Executor of this my Last Will and Testament. Should FLOYD L.
LENKER fail to qualify or cease to so act, I name, constitute and appoint PN C BANK,
N.A., Camp Hill, Pennsylvania, alternate Executor to complete the administration of my
Estate. I direct that no fiduciary appointed herein shall be required to post bond for the
faithful administration of the duties required in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, this[?iE day of hUfl- 2007.
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MARIE B. McDONELL
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Signed, sealed, published and declared by the above-named Testatrix, as and for her
Last Will and Testament, in the presence of us, who at her request, in her presence and in
the presence of each other, have hereunto subscribed our names as witnesses.
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AFFIDA VIT AND ACKNOWLEDGMENT
COMMONWEAL TH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND
We, MARIE B. McDONELL, Eff \2tL~tl, ~uOJe.r and
S-\JStt "- 6 Su f1.b.r f t4tt/\ , the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing instrument, being frrst
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 her knowledge the Testatrix was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
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MARIE B. McDONELL
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Witness
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Witnes .
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Subscribed, sworn to and acknowledged before me by MARIE B. McDONELL,
Testatrix, and subscribed and sworn to before me by ~r(}Q. ~'C~ SV1.~vel'
and S~Jc.\.l4 G. ~ntkr'~ , witnesses, this ~'lf1 day of
~t
, 2007. ~./J~
Edmund G. Myers
Attorney I. D. #20558
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On this, the f day of . ~tuJ: , 2007, before me, the undersigned
officer, personally appeared EDMUNb G. MYERS, Attorney I.D.# 20558, known to
me (or satisfactorily proven) to be a member of the bar of the highest court of
Pennsylvania and certified that he was personally present when the foregoing
acknowledgment and affidavit were signed by the Testatrix and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
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No Public
COMMONWEAlTH OF PENNSYLVANIA
Notarial Seal
Magai'et E. Ruff, Notary Pubic
Lemoyne Bora, Clmbertand Qulty
My Com..ltssion 8qjres May 30, 2011
Member. Pen:15,;,Mmla AssociatIOn of Netaries
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15D56D42148
REV-1500 EX
Decedent's Name: MARIE B. McDONELL
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B).................... ................................................... ........ 2.
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) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
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 Subject to 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 . 00
o . 00
1,629,575.45
19. Tax Due.................................... ...................................................................... ........... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
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15056042148
Decedent's Social Security Number
023 07 4985
64,141.75
1,061,299.52
599,876.71
1,725,317.98
12,783.24
62,959.29
75,742.53
1,649,575.45
20,000.00
1,629,575.45
15.
o . 00
o . 00
o . 00
244,436.32
244,436.32
16.
17.
18.
D
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-00150
DECEDENTS NAME
MARIE B. McDONELL
STREET ADDRESS
The Bridges at Bent Creek
2100 Bent Creek Boulevard
CITY I STATE IZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
228,057.42
12,003.02
(2)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
TotallnterestlPenalty (D + 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.
B. Enter the total of Line 5 + 5A This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
244,436.32
240,060.44
4,375.88
4,375.88
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.................................................................................. D
:: ~::::~ ~h~e~~~i~~~~:~~~~s~~~. .~~~.I~. ~~~. ~~~. :.~~.~.~.~ ~~~~~~~~~~~. ~.~ .i~.~. ~~~~~~::: ::::::::::::::::::::::::::::::::: B
d. receive the promise for life of either payments, benefits or care?.............................................................. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?..................................................................... ................................................. D
3. Did decedent own an Min trust for" or payable upon death bank account or security at his or her death?........ D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................................................................................... [!] 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.
No
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[!]
[!]
[!]
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)].
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 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 .5. 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+ {8.981
.
SCHEDULE B
STOCKS & BONDS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
All property Jolntly-owned wtth rtght of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 109.8902 Shares - CSX Corporation @ $46.33 5,091.21
per/share
2 513.399 Shares - John Hancock Fund No. 21-1420007 7,623.98
@ $14.85 per/share
3 792.519 Shares - Oppenheimer Global Fund Class A @ 51.426.56
$64.89 per/share
TOTAL (Also enter on Line 2, Recapitulation) 64.141.75
(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
COf.IMONWEAl TH OF PENNSYlVANIA
INHERITANCe TAX RETURN
RESIDENT DECEDENT
McDONELL, MARIE B.
I FILE NUMBER
21-08-00150
ESTATE OF
Indude the proceeds of litigation and the date the proceeds were received by the eslate.
All property Jolntly-owned WIth the I1ght of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 AARP - premium refund 152.75
2 Final payment - Frederick H. McDonell Trust 3.226.61
3 M&T Bank - Certificate of Deposit No. 031003915936149 - Date of death balance, 139.987.09
plus accrued interst.
4 M&T Bank - Certificate of Deposit No. 031003915945356 - Date of death balance, 801.843.09
plus accrued interest.
5 M&T Bank - Checking Account No. 58822771 - Date of death balance, plus accrued 39.412.98
interest.
6 M& T Investment Group - Account No. AZD378529 - Money Market Account. Date of 6.232.00
death balance.
7 M& T Investment Group - Account No. AZD378529 - Certificate of deposit - Standard 59.385.00
Federal Bank - Troy Michigan. Date of death balance.
8 Electric Wheelchair - Freestyle by Quickie (customized) - appraised value. (Copy of 3.800.00
appraisal attached).
9 Household Items - Appraised value. (Copy of appraisal attached). 1.160.00
10 Ladies' Engagement Ring -18kt White gold with 10 single cut diamonds. - 1.100.00
Appraised value. (Copy of appraisal attached).
11 Ladies' Engagement Ring - Platinum setting with 1 full cut center - diamond and 2 1.800.00
Baguette and 4 single cut diamonds. Appraised value.
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
1.061.299.52
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule E (Rev. 6-98)
Rev-15GB EX+ (8-98)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
McDONELL, MARIE B.
I FILE NUMBER
21-08-00150
ESTATE OF
ITEM
NUMBER
12
DESCRIPTION
VALUE AT DATE
OF DEATH
3.200.00
Ladies Ring with 1 blue saphire, 2 round cut diamonds and 10 Baguette - cut
diamonds. Appraised value. (Copy of appraisal attached).
TOTAL (Also enter on Line 5, Recapitulation)
1.061.299.52
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
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Appraisal
Report
Mr. Floyd Lenker, Executor
Estate of Marie McDonell
90 Eastgate Drive
Camp Hill, Pennsylvania 17011-1309
Prepared for:
Floyd Lenker, Executor
Estate of Marie McDonell
90 Eastgate Drive
Camp Hill, Pennsylvania 17011-1309
File #McDonell
Prepared by:
Erica Wineske, Certified Appraiser
Classic Edge Auctions & Appraisal Services
PO Box 416
Hershey, Pennsylvania 17033
Phone: (717)534-9000
Member: Certified Appraisers Guild of America
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Summary
On April 10, 2008, at the request of Floyd Lenker, Estate of Marie McDonell, I personally
inspected the assets of Estate of Marie McDonell, 90 Eastgate Drive, Camp Hill, Pennsylvania.
Value
Fair Market Value
The Fair Market Value for the property in total is:
$11,060.00
This is not the appraisal report. The appraisal report must be read in its entirety.
Page: 3 of 9
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Appendix A
Fair Market Value
1. $3,200.00 Ring
Ladies' ring with (1 blue sapphire, centered, flanked above and below
with (2) round brilliant cut diamonds. There are (10) round brilliant cut
diamonds, set around the centered sapphire and (2) baguette cut
diamonds, set down the shoulders. Four-prong and channel set
platinum. c.1937
Diamond weight:
(2) Round brilliant, 0.70 ct each
(2) Round brilliant, 0.06 ct ea
(8) Round brilliant, 0.05ct each
(2) Baguette, 0.07ct each
Sapphire weight:
(1) Cushion cut, 1.55ct
Total weight 3.61 t.g.w.
Platinum value $1,007
2. $1,100.00 Ladies' Engagement Ring
18kt White gold setting (2.80 grams) with (1) full cut O.36ct diamond at
center.
Additional diamond weights:
(4) Single cut diamonds, 0.02ct each
(6) Single cut diamonds, 0.01 ct each
3. $1,800.00 Ladies' Engagement Ring
Platinum setting with (1) full cut center diamond weighing O.62cts.
c.1930's.
Additional Diamonds:
(2) Baguette cut, 0.025 each
(4) single cut, 0.02 each
4. $50.00 Pair of Upholstered Chairs'
Contemporary geometric upholstery. Tufted backs.
5. $20.00 Upholstered Side Chair
Green and cream textured upholstery. Tufted back.
Page: 8 of9
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6. $35.00 Upholstered Side Chair
Cream textured upholstery. Tufted back.
7. $385.00 Windsor-Style Side Chair
Continuous arm across back of chair. Plank seat. H-stretcher across
base. Bent wood frame with dowel construction. Oak. c.Early 1800's
8. $345.00 Clock
"Brass Eight-Day Clocks, Hills, Goodrich & Co". Ogee bracket case in
mahogany veneer. Glass front of case is open to reveal ormolu mounts
and gilt columns. Mirrored finish under open glass. c.1880-1910.
9. $45.00 End Table
Drop leaf table with two drawers. Each drawer has (2) white porcelain
knobs. Rests on turned legs. Walnut finish. Contemporary.
10. $65.00 RevolvingBookcase
Surface with inlaid parquet veneer in geometric "pie slice" pattern.
Revolving case with open compartments on sides. Fitted circular glass
top. Contemporary, c.1960-1970's.
11. $3,800.00 Electric Wheelchair
Freestyle by Quickie. Includes some custom upgrades for arm and back
support. Purchased through Central Medical Equipment, Harrisburg.
c.2005-2006
12. $95.00 Set of Three Nesting Tables
Mahogany finish. Each table rests on squared, tapered legs. One leg
repaired. Crafted by "Virginia Galleries". Contemporary, c.1950-1990.
13. $85.00 Dough Riser Table
Contemporary reproduction bread riser box, mounted on four tapered
legs. Hinged lid. Cherry finish. Interior with two sides of storage
space. Brass hardware. Contemporary, c.1960-1980.
14. $35.00 Color Television
"RCA TruFlat". Gray cabinet. 19". c.2000
$11 06000 Total
Page: 9of9
Rev-1510 EX+ (6-H)
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SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAl.TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ESTATE OF
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.
ITEM .......__ " 'I rUN OF . .._ ...., I Y DATE OF DEATH % OF DECO'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 Frederick H. McDonell Trust ulw flblo Marie B. 599.876.71 599.876.71
McDonell, Wife - PNC Bank, N.A., Trustee -
Frederick H. McDonell died 10121/2005-
(Cumberland County
Estate No. 21-08-00022) Beneficiaries: Sandra
McBeth - Niece; Denise McBeth Marshall, -
Grandniece; Donald Andrew McBeth -
Grandnephew; Craig McBeth - Grandnephew;
Donald F. McBeth, Nephew;Oak Grove Cemetery
Association; Glaucoma Research Foundation-
See attached.
Date of death value - principal, plus accrued
interest.
TOTAL (Also enter on Line 7, Recapitulation) 599.876.71
(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)
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OF
FREDERICK H. MCDONELL
I, FREDERICK H. MCDONELL, Hampden Township, Cumberland County,
(
Pennsylvania, declare this to be my Last Will and revoke any Will previously made by
me.
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ITEM I:
DEBTS.
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1.1. I direct, that all my debts and funeral expenses, including my grave marker ,
and all expenses of my last illness that my estate is obligated to pay shall be paid from
my residuary estate as a part, of the expense of the administration of my estate.
ITEM II: TANGmLE PERSONAL PROPERTY.
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2.1. I may leave a written list in my safe deposit box or elsewhere disposing of
certain items of my tangible personal property. 'The' Executor shall dispose of items of
my personal property as specified in the written list. If no written list is found in my safe
deposit box or elsewhere and properly.identified,by the Executor within thirty (30) days,
after the probate of my Will, it shall be presumed that there is no other statement or list.
Any subsequent discovered list shall. be ignored. I give and bequeath my household
furniture and furnishings, books, pictures, jewelry, silverware, automobi~es, wearing
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11. I direct that this Marital Deduction Trust shall be preferred over all i
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other legacies and devises. I
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ITEM IV. CREDIT BY-PASS TRUST: i
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4.1. I give, 'devise and bequeath all the rest, residue and remainder of my estate I
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to my Trustee hereinafter named, IN TRUST, for the following uses and purposes:
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1. To pay the net income therefrom at least as often as quarter-annually I
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to my wife, MARIE B. MCDONELL, for and during her lifetime.
2. As much of the principal of this Trust as my Trustee, in its' sole i
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discretion may from' time to time think: advisable for my wife's support in her I
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accustomed manner of living shall be either paid to her or else applied directly for !
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her benefit by my Trustee afte~ taking into account her other available assets and I
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sources of income. Insofar as practical no principal of this Trust shall be paid to i
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my wife, MARIE B. MCDONELL, or applied for her benefit as long as any !
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principal remains in the Marital Deduction Trust created in ITEM III. I
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3. My Trustee may apply the net income of this Trust for the support of !
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I other cause in the opinion of my Trustee be incapable of dispersing it.
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4. Upon the death of my wife, MARIE B. MCDONELL, the Trustee
shall distribute all of the principal and income of the Trust to the following:
A. Ten Thousand Dollars ($10,000.00) to each of the following:
my grandniece, SANDRA MCBETH, my ~niece, DENISE
MCBETH, my grandnephew, DONALD ANDREW MCBETH, and my
grandnephew, CRAIG MCBETH.
~OVL
B. Five Thousand Dollars ($5,000.00) to the OAK BILl;
CEMETERY ASSOCIATION OF GARDINER, Maine, to be used for
improvement and maintenance of said cemetery.
C. Ten Thousand Dollars ($10,000.00) to the FOUNDATION
FOR GLAUCOMA RESEARCH, 490 Post Street, Suite 1042, San
Francisco, California, 94102.
D. Balance to my nephew, DONALD F. MCBETH, provided
that should he fail to survive my wife, MARIE B. MCDONELL, said
balance shall be distributed to Donald's wife, LYNN MCBETH. If neither
DONALD F. MCBETH nor LYNN MCBETH survives MARIE B.
MCDONELL said balance shall be distributed to their issue, per stirpes.
- 6 -
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;..
;-.. I
REV-1151 EX+ (12.99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
McDONELL, MARIE B.
FilE NUMBER
21-08-00150
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 517.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees 10,000.00
See continuation schedule(s) attached
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 760.00
See continuation schedule(s) attached
5. Accountant's Fees 490.00
See continuation schedule(s) attached
6. Tax Return Preparer's Fees
7. Other Administrative Costs 766.24
See continuation schedule(s) attached .,..
.,
TOTAL (Also enter on line 9, Recapitulation) 12,533.24
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
ReY.1502 EX+ (6-98)
.
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Myers-Harner Funeral Home, Inc. - balance - funeral expenses
517.00
Subtotal
517.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (8-98)
..
.
SCHEDULE H.B2
ATTORNEY'S FEES
continued
COM\tONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Johnson, Duffie, Stewart & Weidner - attorney fee
10,000.00
Subtotal
10,000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (8-98)
,.
"
*
SCHEDULE H.84
PROBATE FEES
continued
Cow.tONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ITEM
NUMBER
1
DESCRIPTION
Register of Wills - Cumberland County - Probate charges.
AMOUNT
760.00
Subtotal
760.00
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
'" c . .
SCHEDULE H.B5
ACCOUNTANT'S FEES
continued
.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Newbury & Short - preparation of Federal and State tax returns for - year ended
December 31,2007.
490.00
Subtotal
490.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B5 (Rev. 6-98)
Rev-1502 EX+ (6-98)
"". . .
.
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
Cow.1ONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ITEM
NUMBER
1
DESCRIPTION
Classic Edge Appraisal Services - Appraisal of jewelry and household - items.
AMOUNT
170.00
2
Cumberland Law Journal - Legal Advertisement
75.00
3
Register of Wills - additional Probate charges.
350.00
4
Register of Wills - file Inventory & Inheritance Tax Return
30.00
5
Reserve for close-out costs.
250.00
6
The Patriot-News - Legal Advertisement
141.24
Subtotal
1.016.24
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
I
Rev-1612 EX+ (6-88)
... " .
..
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE liABiliTIES, & liENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
Include unrelmbureed medical .xpen....
ITEM
NUMBER DESCRIPTION
1 Medical Billing Services - balance due - skilled nursing care.
VALUE AT DATE
OF DEATH
56.29
2 PA Department of Revenue - tax due on decedent's 2007 - PA 40 - (See attached).
7,478.00
3 United States Treasury (IRS) - tax due on decedent's 2007 Form 1040 - (See
attached).
55,425.00
TOTAL (Also enter on Line 10, Recapitulation)
62,959.29
(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)
'"
,
.,
NEWBURY & SHORT PC, CPA'S
305 SO 32ND STREET
CAMP Hill, PA 17011
(717) 761-1382
~(Q)G9~
March 12,2008
Estate of Marie B. McDonell
C/O Floyd Lenker
90 Eastgate Dr.
Camp Hill, PA 17011-1309
To whom it may concern:
Your 2007 Federal Individual Income Tax return will be electronically filed with the Internal
Reyenue Service upon receipt of a signed Form 8879 - IRS e-file Signature Authorization. There
is a balance due of $55,425.
Make your check payable to the "United States Treasury" and mail your Form 1040-V payment
voucher on or before April 15, 2008 to:
INTERNAL REVENUE SERVICE CENTER
P.O. BOX 37008
HARTFORD, CT 06176-0008
Please be sure to call if you have any questions.
Sincerely,
Newbury & Short PC
-----------~----------
Department of the Treasury
Internal Revenue Service
2007
Form 1040-V Payment Voucher
.. Use this voucher when making a payment with Form 1040.
.. Do not staple this voucher or yOur payment to Form 1040.
.. Make your check or money order payable to the 'United States Treasury.' .
.. Write your social security number (SSN) on your check or money order.
55,425.1
I Enter the amount I
of your payment. . ..... . ..
FDIA8601 L 06" 1/07 1030
MARIE B. MCDONELL
90 EASTGATE DR.
CAMP HILL PA 17011-1309
INTERNAL REVENUE SERVICE
p.o. BOX 37008
HARTFORD CT 06176-0008
023074985 HV MCDO 30 0 200712 610
~(Q)~~
"
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NEWBURY & SHORT PC, CPA'S
305 SO 32ND STREET
CAMP Hill, PA 17011
(717) 761-1382
~ cQ) [~)'V
March 12,2008
Estate of Marie B. McDonell
C/O Floyd Lenker
90 Eastgate Dr.
Camp Hill, PA 17011-1309
To whom it may concern:
Your 2007 Pennsylvania Individual Income Tax Return will be electronically filed with the State
of Pennsylvania upon receipt of a signed Form PA-8879. There is a balance due of $7,478.
.Mail your Pennsylvania Form PA-V payment voucher on or before April 15, 2008 and make your
check payable to:
PA DEPARTMENT OF REVENUE
PAYMENT ENCLOSED
1 REVENUE PLACE
HARRISBURG, PA 17129-0001
.~
Please be sure to call if you have any questions.
Sin~erely,
Newbury &.Short PC
---------------T------------------------------------r----------.--
2007 PA-V . PA PAYMENT VOUCHER
r
-,
023-07-4985
MC
0700918105
PAYMENT AMOUNT
MCDONELL
MARIE
8
~(Q)~'V
$
7478.00
90 EASTGATE DR.
CAMP HILL
PA .
17011
DEPARTMENT USE ONLY
I I
Make check or money order
payable to the Pennsylvania
Department of Revenue
L
PAIZ340lL 12/05/07
--1
REV.U13 EX+ (9-GO)
ESTATE OF
NUMBER
I.
'*
. ., .
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
McDONELL, MARIE B.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
ctistributions.t and transfers
under Sec. ~116(a)(1.2)]
FILE NUMBER
21-08-00150
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
RELATIONSHIP TO
DECEDENT
Do Not Uat Truatee(s'
1
Floyd L. Lenker
90 Eastgate Drive
Camp Hill, PA 17011
Friend Tangible
Personalty;
Residue
2
Denise McBeth Marshall
2620 N. Mildred Ave., Unit #1
Chicago, IL 60614
Craig J. McBeth
160 Mead Ave., Unit C
Greenwich, CT 06830
Grand Niece 10,000.00
3
Grand Nephew 10,000.00
4
Donald Andrew McBeth
7 High Street
Ashburnham, MA 01430
Donald & Lynne F. McBeth
366 Thomas Place
Wyckoff, NJ 07481
Grand Nephew 10,000.00
5
Nephew Family
Keepsakes;
Family
information.
Continuation
Total
5 through 18, as appropnate, on Rev 1500 cover sheet
10,000.00
40,000.00
See continuation schedule attached
Enter dollar amounts for distributions shown above on lines
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
20,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
20,000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J (Rev. 6-98)
- ... .
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
MARIE B. McDONELL 01/26/2008 023-07-4985
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) (SSS)
6 Sandra McBeth
POB 738; 3 Central Square
Wolfeboro, NH 03894
Grand Niece
10,000.00
Total 10,000.00
1
Rey-1502 EX+ (6-18).
. .
SCHEDULE J.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
'*
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
McDONELL, MARIE B.
FILE NUMBER
21-08-00150
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
Glaucoma Research Foundation (Frederick H. McDonell WiIIlTrust) - 251 Post
Street, Suite 600, San Francisco, CA 94106
AMOUNT
10.000.00
2
Glaucoma Research Foundation (Marie McDonell Will) - 251 Post Street, Suite 600,
San Francisco, CA 94106
10.000.00
Subtotal
20.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys at Law
P.O. Box 109
Lemoyne, PA 17043
(717) 761-4540
Fax: (717) 761-3015
DATE: May 9, 2008
SUBJECT:
Estate of Marie B. McDonell
No. 21-08-00150
Enclosed for filing in the above-captioned Estate are the following:
1. Original and copy of Inventory.
2. Original and copy of Inheritance Tax Return.
3. Check in the amount of $30.00, filing charges.
4. Check in the amount of $4,375.88, balance of Inheritance Tax.
Please forward the receipts to me in the envelope provided. Thank you.
SIGNED: Cindy Hubler, Estate Administration Paralegal
~. .
INVENTORY
REGISTER OF WillS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
FLOYD L. LENKER
File Number 21-08-00150
Personal Representative(s) of the Estate of
MARIE B. McDONELL
I verify that the statements made in this Inven-
tory are true and correct. I understand that false state-
ments herein are made subject to the penalties of
18 Pa.C.S. ~ 4904 relating to unsworn falsification to
authorities.
deceased, depose(s) and say{s) that the items appearing in the following inventory include all of the personal assets wherever
situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate
outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
} ~~.;/~~ ~
FLOY L. LENKER
}
Attorney -
(Name)
(Firm)
(Address)
(Telephone)
EDMUND G. MYERS
JOHNSON DUFFIE
301 MARKET STREET, Lemoyne, PA 17043
(717) 761-4540
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DATE OF DEATH
01/26/2008
LAST RESIDENCE The Bridges at Bent Creek
Mechanicsburg, PA 17050
FIGURES MUST BE TOTALED
DECEDENT'S SOC. SEC. NO.
023-07 -4985
Personal ProDertv
Cash............................ ...................................................................
Personal Property. .......... ... ............... ... ..... ....... ... ... ...... ... ... ... ... .....
Stoc ks/Listed....................................... .... ......................................
Stocks/Closely Held... ..... ..... .... .... ... ...... ... ...... .............. .... ..... .... ....
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property............ .............. ............... ..................... ...........
1,050,239.52
11,060.00
64,141.75
Total Personal Property.........................................
1,125,441.27
T o~al Real Property................................................
Total Personal and Real Property.........................
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each
item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~ 3301 (b))
Form RW-D9 Rev. 10-13-2006
.
.
INVENTORY
REGISTER OF WillS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } 55
COUNTY OF Cumberland }
File Number 21-08-00150
DATE OF DEATH
01/26/2008
Cash
LAST RESIDENCE The Bridges at Bent Creek
Mechanicsburg, PA 17050
DECEDENrs soc. SEC. NO.
023-07 -4985
AARP - premium refund
152.75
Final payment - Frederick H. McDonell Trust
3.226.61
M&T Bank - Certificate of Deposit No. 031003915936149 - Date of death
balance, plus accrued interst.
139.987.09
M&T Bank - Certificate of Deposit No. 031003915945356 - Date of death
balance, plus accrued interest.
801.843.09
M& T Bank - Checking Account No. 58822771 - Date of death balance, plus
accrued interest.
39.412.98
M& T Investment Group - Account No. AZD378529 - Money Market Account.
Date of death balance.
6.232.00
M& T Investment Group - Account No. AZD378529 - Certificate of deposit -
Standard Federal Bank - Troy Michigan. Date of death balance.
59.385.00
Total Cash
1.050.239.52
Personal Prooertv
Electric Wheelchair - Freestyle by Quickie (customized) - appraised value.
(Copy of appraisal attached).
3.800.00
Household Items - Appraised value. (Copy of appraisal attached).
1.160.00
Ladies' Engagement Ring -181d White gold with 10 single cut diamonds. -
Appraised value. (Copy of appraisal attached).
1.100.00
Ladies' Engagement Ring - Platinum setting with 1 full cut center - diamond
and 2 Baguette and 4 single cut diamonds. Appraised value.
1.800.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
1.125.441.27
, ~
INVENTORY
REGISTER OF WillS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
File Number 21-08-00150
DATE OF DEATH
01/26/2008
LAST RESIDENCE The Bridges at Bent Creek DECEDENT'S soc. SEC. NO.
Mechanicsburg, PA 17050 023-07-4985
Ladies Ring with 1 blue saphire, 2 round cut diamonds and 10 Baguette - cut 3.200.00
diamonds. Appraised value. (Copy of appraisal attached).
Total Personal Property
11.060.00
Stock I listed
109.8902 Shares - CSX Corporation @ $46.33 per/share
5.091.21
513.399 Shares - John Hancock fund No. 21-1420007 @ $14.85 per/share
7.623.98
792.519 Shares - Oppenheimer Global Fund Class A @ $64.89 per/share
51,426.56
Total Stock / Listed
64,141.75
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