HomeMy WebLinkAbout06-11-08__.J 15056041147
REV-'1500 Ex (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 7 10 4 9
PO BOX.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
086141082 11092007 07231919
Decedent's Last Name Suffix Decedent's First Name MI
JANSON EVELYN J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Return (date of death
prior to 12-13-82)
[] 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
® g Decedent Died Testate ^ ~, ~e~ent MalonftaTiNS,, Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) ( ~Py
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and i-t-95) (Attadt Sch. O)
NameESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Daytime Telephone Number
CHARLES E. MC KEE 610$534400
r~.s
Firm Name {If Applicable)
DONOHUE, MCKEE & MATTSON,
First line of address
1100 TOWNSHIP LINE
Second line of address
City or Post Office State ZIP Gode
HAVERTOWN PA 19083
REGI OF WIGS US;f'= QTY
-I~ -- - -: t
t..; --t7 - .. -°r
_' ~ IV
DATE FI~D
Correspondent's a-mail address: m C k e e C@ dmmg - 1 i3w . C Om
Under penalties of perjury, I declare that 1 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 infomtation of vvltich p aver has any knowledge.
SIGNA OF PERSON R P~SIBLE FOR FILING RETURN / DATE /!
v~-~~~~{Li//t.a..~~ .~ Q„ccnll f? I~nc~~ ~ / ..n~t~!/Y n.~Lir--~-7 tii '~ ~')
ADDRESS ~(
6103 Stephens Crossing, Mechanicsburg, PA 17055
Charles E. Mc Kee
ti
ADDRESS ~ ~
1100 Township Line, Havertown, PA 19083
Side 1
L 15056041147 15056041147
REV-1500 EX
15056042148
oecedenYe Name: J A N S O N, E V E L Y N J.
- _ _ _ - _ _
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) ^ Separate Billing Requested ............ . Ei.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............ . 7.
g. Total Gross Assets (total Lines 1-7) ............................................................__.... . 8.
9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... . <).
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/Sec 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 .00 15.
16. Amount of Line 14 taxable 1, 6 0 4, 0 4 9 9 6 16
at lineal rate X .045 .
17. Amount of Line 14 taxable
1 0, 0 0 0 0 0
17
at sibling rate X .12 ,
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ............................................................................................................. .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Decedent's Social Security Number
086141082
1,059,557.94
298,153.05
292,704.56
1,650,415.55
-~27, 184. 11---
9,181.48
36,365.59
1,614,049.96
1,614,049.96
72,182.25
1,200.00
73,382.25
Side 2
~, 15056042148 15056042148
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 07 - 1049
Janson, Evelyn J.
- - __
STREET ADDRESS
5235 Wilson Lane
CITY _ __
Mechanicsburg
STATE JZIP
PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
p. Interest
E. Penalty
Total Credits (A + B + C)
Total Interest/Penalty (D + E)
4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
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 theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(1) 73,382.25
(2) 63,157.89
(3) 0.00
(4)
(5) 10,224.36
(5A)
-_ -_
(5B) 10,224.36
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; ............................................................................. ~ x'
. -,
b. retain the right to designate who shall use the property transferred or its income :................................ ~ , z
c. retain a reversionary interest; or .............................._............................................................_................ ~x I
d. receive the promise for life of either payments, benefits or care? ........................................................... 'i l 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 fog" or payable upon death bank account or security at his or her death.?....... I I x~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............................__................................................................................ ~ x ~, ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR
For dates of death on or after July 1, 1994 andpbetore 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 statutedoes not exemota 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-ha{f (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.
60,000.00
3,157.89
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Janson, Evelyn J.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
- __ - _ _ _ -
ITEM DESCRIPTION
NUMBER
_- _. _ _ _
- _ _ _ -
1 Janney Montgomery Scott:
300 Shs. General Electric Co. Common
2 500 Shs. Public SVC Enterprise Group Common
3 1,807.2850 Shs. Eaton Vance Mut Fds Tr Tx Mgd gr1.2
4.499.5410 Shs. Washington Mut Invs Fd Inc. Class B
5 5,000 Shs. Ligonier VY PA Sch Dist Dt. 03/15/98 5.0%
6 Ligonier VY Pa Sch Distr Dt. 03/15/98 -Accrued Income
7 40,000 Shs. Chester County PA dt 07/15/03 3.100%
8 Chester County Pa -Accrued Income
9 50,000 Kennett Pa Cons Sch Dist dtd 08/01/03 4.0%
10 Kenntt Pa Cons. Sch Dist. -Accrued Income
11 30,000 Lower Merion Twp Pa dtd 06/15/01 5.0%
12 Lower Merion Twp. Pa -Accrued Income
13 20,000 Allegheny Cnty Pa Hosp Dev Auth dtd 08/01/96 5.625%
14 Allegheny Cnty Pa. Hosp Dev Auth -Accrued Income
15 15,000 Ligonier VY Pa Sch Dist dtd 03/15/98 5.0°ID
FILE NUMBER
21 - 07 - 1049
- - -I __
UNIT VALUE VALUE AT DATE OF
DEATH
_-
-.-
38.43000 11, 529.00
92.22000 I, 46,110.00
11.71000 21,163.31
35.37000 I 17,668.77
i 5, 024.00
47.92
~ i 38,626.00
237.67
49,355.00
j ~ 472.22
~ I
30, 251.10
I 1
I 479.17
I 20,313.40
I I' 265.63
15,042.30
I
TOTAL (Also enter on line 2, Recapitulation) ~ 1,059,557.94
SCHEDULE B
~ STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT '
FILE NUMBER
ESTATE OF Janson, Evelyn J. ~ 21 - 07 -1049
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM -__- ---
DESCRIPTION
NUMBER
16 Ligonier VY Pa Sch Dist -Accrued Income
17 20,000 Units Abbott Labs NT 5.4%
18 Abbott Labs -Accrued Income
19 20,000 Emerson Elec. Co. NT 5.85%
20 Emerson Elec. Co. -Accrued Income
21 10,000 New York Tel Co. DEB 6.125%
22 New York Tel Co. -Accrued Income
23 33,000 Capital Internotes Call 4%
24 Capital Internotes -Accrued Income
25 10,000 Bank Amer Corp Sub Intnts Be FR 6.5%
26 Bank Amer Corp. Sub Intnts Be -Accrued Income
27 25,000 Bank of America Corporation CLBL SB NT 13
28 Bank of America Corporation -Accrued Income
29 20,000 Federal Farm CR BKS CONS SYSTEMS BD
30 Federal Farm CR BKS CONS SYS -Accrued Income
31 30,000 Federal Home Ln Banks Cons Bd 5.3°/D
UNIT VALUE ~ VALUE AT DATE OF
'~ DEATH
143.75
20,069.54
I,
165.00
i 20,327.20
178.75
9,900.00
I
195.66
32,422.50
91.67
i I
10,440.62
153.47
~ 'i
24,413.93
~ 280.38
19,937.50
243.10
~ ~
~ 30,150.00
I
Page 2 of Schedule B
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
continued
RESIDENT DECEDENT
~ FILE NUMBER
ESTATE OF Janson, Evelyn J. 21 - 07 - 1049
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
32 Federal Home Ln Banks -Accrued Income ~ 768.50
I
33 35,000 Federal Home Ln Banks Cons. Bd 4.42% ~ 34,529.67
34 Federal Home Ln Bank -Accrued Income 696.15
35 30,000 Federal Home Ln Banks Cons Bd 5.5% I 30,037.50
36 Federal Home Ln Banks -Accrued Income 650.83
37 20,000 Treasury BK Alexandria Va CD 3.8%
~~ ~I 19,768.76
38 Treasury BK Alexandria VA -Accrued Income I 61.22
39 20,000 Corus Bk N A Chicago III CD 4.15% 19,637.50
40 Corus BK N A Chicago ILL -Accrued Income i 129.97
41 20,000 Meridian Bank NA AZ CD CLI 4.09% 19,512.50
42 Meridian Bank NA AZ CD CLI -Accrued Income ~ 26.67
43 18,000 Community First Bk Ore CD Call 5.35°/D 18,039.38
44 Community First SK Ore CD -Accrued Income i ~ 52.62
45 40,000 Sawyer Svgs BK Saugerties N Y CD CLL 5.3°l0 39,775.00
46 Sawyer Svgs BK Saugerties NY -Accrued Income 323.89
47 40,000 ANB Financial NA Bentonville CD CII 5.3% ~ ~ 39,775.00
Page 3 of Schedule B
j SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF Janson, Evelyn J.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
- _ _- -- DESCRIPTION -- - -- - -
ITEM
NUMBER
48 ANB Financial NA Bentonville -Accrued Income
49 20,000 West Pointe BK OSH kOSH WLS CD 4.15%
50 West Pointe Bk Osh Kosh Wls -Accrued Income
51 20,000 Blackhawk St Bk Beloit Wis CD CII 5.3%
52 Blackhawk St BK Beloit Wis -Accrued Income
53 25,000 Discover Bk Greenwood Del CD CII 5.4%
54 Discover BK Greenwood Del CD -Accrued Income
55 25,000 First Natl Bk Olathe Kans CD CII 5.4%
56 First Natl Bk Olathe Kans -Accrued Income
57 25,000 Celtic BK Salt Lake City Utah CD 4.5%
58 Celtic BK Salt Lake City Utah -Accrued Income
59 1,200 Merrill Lynch Pfd Cap Tr III Toprs 7°/D
60 AG EDWARDS:
92 Shs. Conocophillips Com
61 Conocophillips Com -Accrued Income
62 200 Shs. General Electric Co.
_ __ _ -- __
FILE NUMBER
. 21 - 07 - 1049
__ - --I - -_ - - __
UNIT VALUE ~, VALUE AT DATE OF
DEATH
106.00
19,137.50
i ~,
20.75
~ I 19, 875.00
I
61.83
~ ~ 24,968.75
233.65
25,062.50
45.00
I
j ' 23,750.00
448.77
25,854.00
82.535 i 7,593.22
37.72
38.43 ~I 7,686.00
Page 4 of Schedule B
SCHEDULE B
STOCKS & BONDS
COMMQNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF Janson, Evelyn J.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
63 100 Shs. Glaxosmithkline plc
64 Glaxosmsithkline PLC - Accruedlncome
65 300 Shs. ING Clarion Real Est Income Com SHS
66 400 Shs. PPL Corp. Common
67 100 Shs. Wachovia Corp. New Comm
68 5,000 Allegheny Cnty Pa ARPT Rev Dt 10/01/1997 5.0%
69 Allegheny Cnty Pa ARPT Rev. -Accrued Income
70 30,000 Butler Cnty Pa Hosp Auth Hosp. 09/15/1993 5.25
71 Butler Cnty Pa Hops. Auth Hosp. -Accrued Income
72 20,000 North Schuylkill Sch Dist Pa. Dt. 12/01/2004
73 North Schuylkill Sch Dist Pa. -Accrued Income
74 10,000 Northampton Twp Pa dt 04/15/2001 5.0°/D
75 Northampton Twp Pa -Accrued Income
76 10,000 North Allegheny Pa Sch Dist Dt. 01/01/2002
77 North Allegheny Pa Sch Distr. -Accrued Income
78 2,602.00 Shs. Aqua
FILE NUMBER
21 -07-1049
- -- -- _ _ -
UNIT VALUE VALUE AT DATE OF
~ DEATH
49.87 4,987.00
53.26
13.07 j 3, 921.00
50.485 20,194.00
40.085 i 4,008.50
I
5, 060.10
89.5$
30,027.00
564.38
~ 19,519.00
369.44
10, 340.10
243.06
10,266.60
I
12.63
22.40 j 58,284.80
Page 5 of Schedule B
SCHEDULE B I'
STOCKS & BONDS II
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
___
- - __ - __
FILE NUMBER
ESTATE OF Janson, Evelyn J. 21 - 07 - 1049
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
- _ _ _- -
ITEM DESCRIPTION
NUMBER
79 903.896 Shs. Constellation Energy
UNIT VALUE VALUE AT DATE OF
DEATH
-- ' - -
- -- - - -- -
- -- -96.53- 87,253.08
Page 6 of Schedule B
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN ~.
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Janson, Evelyn J. 21 - 07 - 1049
- - - _-
1----- _--_-
Include the proceeds of litigation and the date the proceeds were received by the estate411 property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION
NUMBER
1 Janney Montgomery Scott -Janney Advantage Ins. Sweep -Cash
2 Janney Montgomery Scott -Credit Balance 11/30/07
3 Asbury Communities Inc. - (Betheny Village) -Entrance Fee Refund
4 Aqua -Dividend
5 A.G. Edwards -Cash Account
6 Wachovia - MM Account 11/19/2007
7 Wachovia Securities - Ck Account
VALUE AT DATE OF
DEATH
_ _
--
72,224.76
70.49
52,656.50
125.00
63, 070.75
93,397.34
16,608.21
_ ___ _
TOTAL (Also enter on Line 5, Recapitulation) 298,153.05
~ ~
SCHEDULE G ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS & ,
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Janson, Evelyn J. FILE NUMBER
21 - 07 - 1049
__ __ - _ _ __ -_ _ - - _- -.-_. _ 1
This schedule must be completed and filed if the answe r to any of question s 1 through 4 on page 2 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent
DATE OF DEATH
VALUE OF ASSET ~ DF TAX
DECD'S EXCLUSION
(IF APPLICABLE) ABLE VALUE
and the date of transfer. Attach a copy of the deed for real estate. INTEREST
__
1 Janney Montgomery -IRA ~ 13,115.57 ', 100 /0 13,115.57
Beneficiary: Russell R. Janson and Bruce N.
Janson
Janney Cash Account
I
2 Wachovia Securities -IRA -Cash Account 622.68 100% 622.68
3
Wachovia Securities -IRA Acct.
18,099.69 ~ I,
100%
18,099.69
1,364.9840 Bond FD Amer Inc. CI B shs
4 Wachovia Securities -IRA Acct. i 30,987.80 100% I I 30,987.80
468.6600 Capital Inoome Bldr Fd SI B Shs i
5 Wachovia Securities -IRA Acct. 20,111.47 100% 20,111.47
982.4850 Income Fd Amer Inc CI B Shs
~
6 Janney Montgomery -IRA I
~ 8,800.00 ' 100% 8,800.00
100 Shs. Chevron Corp. New Comm
~
7 200 Shs. Ishare TR DJ Sel Div Inx I
~ 13,163.00
I 100°!° I I 13,163.00
8 636.1320 Shs. Washington Mut Invs Fd Inc. Com 22,646.30
I i 100% ~
I I 22,646.30
9
20,000 GE Capital Internotes FR 3.7%
I 19,975.00 , I
100%
19,975.00
10 GE Capital Internotes FR -Accrued Income ~ 51.39 i 100% i ~ 51.39
11 20,000 Hancock John Life Ins. Co. Fr 4% 19,818.76 ' 100% 19,818.76
12
Hancock John Life Ins. Co. FR -Accrued Income
~ 55.56 I ~
100% ~~ ~
55.56
13 23,000 American General Fin Corp. Call 3.4% 22,238.13 100%
i 22,238.13
14 American General Fin Corp. -Accrued Income I 54.31 I t
100% I 54.31
- - _--_ -_ - --- - _ I_ _ - _ -_''_ _ _ ~ -- - - - --
TOTAL (Also enter on line 7, Recapitulation) 292,704.56
SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA ! INTER-VIVOS TRANSFERS &
IN R SIDENTEDECEDENTRN MISC. NON-PROBATE PROPERTY ~
continued
'ESTATE OF - -_ _ -- - -
Janson, Evelyn J.
FILE NUMBER
21 - 07 - 1049
-- - -
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent
and the date of transfer. Attach a copy of the deed for real estate.
DATE OF DEATH
VALUE OF ASSET A OF
EXCLUSION
TAXABLE VALUE
DECD'S
~ (IF APPLI ABLE) - _
INTEREST
__ __
15 - - -- _ -- - - - -
20,000 Bank Amer Corp Sub Intnts Be Fr 4.1$ -- -
18,812.50 -
__
100% ~ ~
18,812.50
16 Bank Amer Corp. Sub Intnts Be Fr-Accrued Income 398.61 100% 398.61
17 20,000 Federal Home Ln Bank Cons Bd 4.2°!° 19,925.00 I'
I 100% i !, 19,925.00
18
Federal Home Ln Bank Cons -Accruedlncome
396.67 I
100%
396.67
19 15,000 Federal Home Ln Mtg Corp. MTN Call 4.625% i 14,873.43 i 100% I 14,873.43
20 Federal Home Ln Mtg. Corp. -Accrued Income 312.19 100% 312.19
21 10,000 Fireside BK Pleaston Calif CD 3.8% I 9,811.25 100% i j 9,811.25
22 Fireside BK Pleaston Calif -Accruedlncome 54.29 '' 100% 54.29
23
20,000 Bank Okla N A Tulsa CD 3.2% !I I
19,456.24 ~ I
100°10 ! Ili
19,456.24
24 Bank Okla N ATulsa -Accrued Income 43.72
I 100% 43.72
25
20,000 First Natl BK Stoughton Wis CD 4.2%
I
I
18,825.00 I,
100% I
18,825.00
26 First Natl BK Stoughton Wis -Accrued Income 56.00 I 100% ~
I I~I 56.00
I I
Page 2 of Schedule G
SCHEDULE H
FUNERAL D~ENSES & II
COMMON WEALTH OF PENNSYLVANIA /~~'y~/~ p/~ p/~^/~(~
INHERITANCE TAX RETURN '•~ytINISTIV \, TIYf I~JJ 1 S
RESIDENT DECEDENT
_.. _.. __. _. ____ __ _.. _T_..-. -. _. _ _ _- -___-.. -____
ESTATE OF Janson, Evel n J. FILE NUMBER
Y 21 - 07 - 1049
_- ---
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
- --_ - -- -
A. 1 Malpezzi Funeral Home -Funeral Services I~ 4,935.16
I
2 Bethany Village -Funeral Luncheon 922.47
B.
1. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Russell R. Janson Bruce N. Janson j
Social Security Number(s) / EIN Number of Personal Representative(s):
196-42-0850
Street Address 6103 Stephens Crossing
city Mechanicsburg state PA zip 17055
Year(s) Commission paid
2. Attorney's Fees Donohue, McKee & Mattson, LTD. -- Charles E. Mc 20,000.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant i 0.00
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 722.00
Cumberland County -Commission 20.00
Short Certificates ~!
i 15.00
5. Accountant's Fees
6. Tax Return Preparer's Fees i
7. Other Administrative Costs
1 United States Postmaster -Express Mail/Express Mail/Regular Postage 100.51
I
TOTAL (Also enter on line 9, Recapitulation)
27,184.11
Schedule H
Funeral &
COMMONWEALTH OF PENNSYLVANIA /~~,, M,~,~,.,,,~{, N//++~~~, ,,~
INHERITANCE TAX RETURN r~JnlnlSb',UV~ \.-{.1~17 c~onhnued
RESIDENT DECEDENT _ 1
ESTATE OF Janson, Evelyn J. FILE NUMBER
21 - 07 - 1049
2 Cumberland Law Journal -Legal Advertising j 75.00
3 Sentinal -Legal Advertising 175.56
4 Federal Express -Mail 218.41
j
I
Pagel2 of Schedule H
~ SCHEDULEI I!
DEBTS OF DECEDEN9T, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES « LIEN)
INHERITANCE TAX RETURN ~
RESIDENT DECEDENT 'i
I
FILE NUMBER
ESTATE OF Janson, Evelyn J. 21 - 07 - 1049
Include unreimbursed medical expenses.
ITEM
NUMBER
1_
2
3
4
5
6
7
8
9
10
11
12
13
14
DESCRIPTION
Pinnacle Health Hospital -Medical Services
Lisa Janson -Reimbursement for Expenses
FIA Cardservices -Services
Flagship Rehab -Medical Services
Metro Medical Services -Medical Services
Millennium Physians Systems -Medical Services
Bruce Janson -Reimbursement
Bethany Village Residents Council -Fee
Millenium Physicans Systems -Medical Services
Maria Riva -Reimbursement
Appraise -Appraisal Services
Pinnacle Health Hospital -Medical Services
Pa Department of Revenue - 2007 Income Tax
Emborg -Services
AMOUNT
139.42
3,000.00
50.06
97.87
57.20
101.37
2,500.00
500.00
12.77
2,000.00
269.70
106.09
147.00
200.00
TOTAL (Also enter on Line 10, Recapitulation) 9,181.48
REV•1513 EX+ (g-0°)
' SCHEDULE J ~
p
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT ~
-- -
ESTATE OF
Janson, Evelyn J.
NUMBER NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY
I~ TAXABLE DISTRIBUTIONS[include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Russell R. Janson
6103 Stephens Crossing
Mecanicsburg, PA 17055
2 Bruce N. Janson
3 Diane Janson
4 Luke Janson
5 Delaney Janson
FILE NUMBER
~ 21 - 07 - 1049
-_
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
DECEDENT ~ (Words) ($$$)
Do Not List Trustee(s)
__
Son 150% of Residue
l
Son 50% of Residue
I
Granddaughter ~ ' 10,000.00
Grandson I 10,000.00
i
Granddaughter 10,000.00
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 15
NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150D COVER SHEET 0.00
REV-1513 EX+ (g-00)
' ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued ~~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
. Janson, Evelyn J.
21 - 07 - 1049
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NAME AND ADDRESS OF PERSON S
DECEDENT
NUMBER
)
( (Words) ($$$)
` - _-
_- _- - - -_
RECEIVING PROPERTY Do Not List Trustee s)
_
_ -__ -_ _
I, TAXABLE DISTRIBUTIONS[include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
6 Erik Janson ~ Grandson
I j 10,000.00
7 OI' J ~ G dd ht i
ivia anson
8 Roberta Legentil
251 Lafayette Avenue, Apt. 14
Cliffside Park, NJ 07010-2526
~ ran aug er
Sister
I
I
I
10,000.00
10, 000.00
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®STEDMARK PARTNERS
~.. Building yvu.r financial future at,/anney Montgomery Scott ~,Le
January 4, 2008
Donohue, McKee & Mattson, Ltd.
Attorneys At Law
Attention: Charles E. McKee
1100 Township Line Road
Township Line and North Drexel Avenue
Havertown, PA 19083
Ref• Estate of Evelm Janson Deceased- Date of Death 11/09/2007
Dear Mr. McKee,
Please be advised that the above mentioned was the owner on two Janney Montgomery
Accounts at the time of her passing. Here is the information you requested as of Ms.
Janson's date of death:
Account Number 4498 7027
Registration: Evelyn ranson
Opening Date: 01/15/1990
Accrued Interest; $5,773.55
Money Market: $72,224.76
Account Number 4498-7179
Registration: Evelyn Janson (IRA)
Opening Date: 06/17/1994
Accrued Interest: $1,256.53
Money Market: $13,115.57
If you require additional information, please do not hesitate to contact me.
Sincerely, ~
~~-'t
Renee Brill
Assistant to Messrs.
Eskin &, Blumenthal.
This information is not the official record of your account and is subject to changes, errors and omissions and cannot be guaranteed as
fo its accuracy. oi• colnplateness: Your' printed confirmations and periodic account statements constitute your official account record.
This information is not a substitute for other important information that JMS sends to you. The above may not be used for tax
r~#iSltirlg:ptlt~pbStsec~flvlS will provide official tax documentation regarding your account to you by mail.
Philadelphia, Pty 1 91 03-1 675
215.1iri5.6232 b0{).526.6397 ~~
~ .6r~.~ J546 fax ~
.~~-;,.~n;sonlinef:.cot~/stedmark
~,.,,,,.=:-e;,r_~~tsu..vrc Janney Montgomery Scott t.,.c
A.G. EDWARDS & SONS, INC.
1400 North Providence Rd., Ste. 117
Media, PA 1906.3
610/566-5366
toll-free: 800/355-5365
fax: 610/566-6397
November 23, 2007
Mr. Charles McKee
Donohue, McKee & Mattson, Ltd.
1100 Township Line Road
Township Line and North Drexel Avenue
Havertown, PA 19083
Re: Evelyn Janson, Deceased
Account #3616-0854
Dear Mr. McKee:
I have enclosed the information you requested.
~~1
E DWARD S.
1.) The title of the account since inception on Apri129, 1996 is Evelyn J. Janson.
2.) List of securities and the date of death value (attached)
3.) Income earned from 01-01-07 $8,047.26
4.) Cash balance in the account as of October 31, 2007 $62,818.25 (cash balance is
not available on a day to day basis)
5.) I have enclosed an information sheet to be complete with uiformation on the
executor. Please provide the name of the estate and the Tax I.D. #.
Please be advised that the Death Certificate was received but there was no Short
Certificate enclosed. Please send an original Short Certificate along with the required
paperwork I have sent.
If you have any questions, please feel free to contact me at anytime.
Financial Associate to
Jack Greenwald
Financial Consultant
** Account# 3616-0854 **
11/9!2007 High Low Close SymbollCusip
ALLGHNY PA B 5.0 010119 101.202 017286EU5
BUTLER PA HSP 5.25 070112 100.09 123592CC9
CONOCOPHILLIPS 83.57 81.5 82.56 COP
GENERAL ELECTRIC CO 38.75 38.11 38.38 GE
GLAXOSMITHKLINE PLC 50.28 49.46 49.72 GSK
ING CLARION REAL EST INCOME FD 13.33 12.81 13.11 IIA
NORTH ALLE PA 5.05 110122 102.666 656678JV2
N SCHUYLKIL PA 3.8 111517 97.595 662271 FC4
NORTHAMPTON PA 5.0 051519 103.401 663730FK0
PPL CORP 51.01 49.96 50 PPL
WACHOVIA CORP NEW 42.12 38.05 40.65 WB
This report represents a summary of your investments and has been prepared for your convenience. The
prices/information herein have been obtained from sources believed reliable, and although A.G. Edwards &
sons, Inc., has made every attempt to make it as complete as possible, this information should not be
considered a replacement for official documents such as trade confirmations, account statements and 1099
forms, which should be retained for tax purposes.
Fax Transmission 12/.2012047 8:11 AM PAGE. L/041 Fax Server
Rereren_e~ z2rJ2o
Wachovia Bank N.A.
Balance Ccmlirrnauon Se: vices
P O Box 4CNJ? S
Roandcc, VA 24022- 7-i .3
December 20, 2007
DONOHUE MCICEE & Ni.~'TTSO\
1100 TOR'NSIIIP LINE RtJ4D
TOWI~TSHIP I.,I'~TF, & NORTH DRI?1tEI. AVIiI~TiJF.
HAVERI'OW:~, PA 19083
SLJBIECT: ~~ erificalion r Confirmation of ~'~ccount and Balance Inferinauon provided far:
('tastonner: F.VELYN ,lA\SON (SSN# XXY-X1-1082)
Date of Dexf6: Noyen~er y, 3007
Denasit Account lnformttion
Account Acuntct Date ofLleath Averag:: Date Maturity Interest Accrued I?D Date
Type Number ?alnnce Balance" (7penac! Date Rare Interest Interest Paid Clcasad
CHECi:ING XXh:YXXX?{Y6031 543,232.4 41:4/2004 3131.1& 52,908.18
~~vAL'rI-"LEA EVELYN JJAI~?SCN
1ZUSSl:LL t 1AN50N POA
Ne Safe Depcxit Btrx found fnr atstomet.
CAP, BROItERAG'E and SELF-DIRECTED IRA ACCOt?NTS HAVE BEEN CON'1~:R'1'ED TO V4'ACHO~'IA SECURITIES.
YOUIL REQUEST FD+-S BEEN FOR'~~'AitDED TOR PROCESSING and WILL BE 1~IAILED UNDER SEPARATE COE"ER.
FOR QUESTIONS REGARDING CAP, BROI~ERAGF, or SELF-DIRECTED IRA ACCOUrT'S
PLEASE CALL V4.ACHU~TA SECURITIES at i-866-87a-3717.
"Pate of 3eath balance do>s nok itulude accrued rntezest.
` If date of death c;c:;tmxi on a weekcaC or a holiday, date of dean balam:e does not Include any trartsactions tl>dt were
trade duaiztp that time period.
Audrey Treutt
Servicentu Associate
Phame: (540,1563-7323
;vc^ ac
..
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LAST WILL AND TESTAMENT
OF
EVELYN J. JANSON
I, EVELYN J. JANSON, Widow, of 5225 Wilson Lane, #3110, Mechanicsburg,
Pennsylvania 17055, revoke my prior Wills and declare this to be my Will.
FIRST: My lawful debts and the expenses of my last illness, funeral and burial
shall be paid out of my Estate.
SECOND: All estate, inheritance and other death taxes, together with interest and
penalties thereon, payable with respect to property or interests subject to taxation by reason of my
death and whether passing under my will or any codicil thereto, or otherwise including jointly
held and other non-testamentary property, shall be paid out of the principal of my residuary estate
without apportionment.
THIRD: I give my automobile, clothing, jewelry, books, pictures, furniture and
furnishings and other articles of personal or household use and equipment, together with all
insurance relating thereto, unto my sons, RUSSELL R. JANSON and BRUCE N. JANSON, or
the survivor of them, to be divided between them as they may agree.
FOURTH: I give the sum of Ten Thousand ($10,000.00) Dollars each to my
grandchildren, DIANA, LUKE, DELANEY, ERIK and OLIVIA JANSON, if they survive me.
r
lI'' ,,;: , : 3,
FIFTH: I give the sum of Ten Thousand ($10,000.00) Dollars to my sister,
• ROBERTA LEGENTIL, of Cliffside Park, New Jersey, if she survives me.
SIXTH: I give, devise and bequeath all the REST, RESIDUE and REMAINDER
of my estate, both real, personal and mixed, whatsoever and wheresoever situate, unto my sons:
RUSSELL R. JANSON and BRUCE N. JANSON, equally, share and share alike. If either of my
sons predecease me, then I direct that their share shall lapse and I give their share as follows
A. Fifty (50%) percent of my deceased son's share to my deceased son's spouse, if
she survives and conditioned on them being married and living together at the time of my son's
death. If my son is not married or living with his wife at the time of his death, then this bequest
shall lapse and I direct the share be distributed pursuant to sub-paragraph B;
B. Fifty (50%) percent of my deceased son's share to my Trustees, hereinafter
named, IN TRUST, for the benefit of the children of my deceased son. My Trustees shall invest
and manage each such share as a SEPARATE TRUST and make distributions as follows:
1. During each grandchild's lifetime:
(a) Trustees shall pay the net income therefrom to the grandchild in
quarterly or other convenient installments; and
(b) Trustees shall have the power to pay to, or apply for the benefit of,
the grandchild in such portions of the principal of his or her trust, as Trustees in their sole
discretion shall from time to time deem necessary and appropriate -taking into account funds
available from other sources -for the comfort, care, maintenance, support and education of said
grandchild,
(c) Each grandchild shall have the right to withdraw one-third (1/3) of
~.~
-2-
the then balance of principal at such time as the grandchild attains the age of twenty-five (25)
years; one-half ('/2) of the then balance of principal at such time as the grandchild attains the age
of twenty-seven (27) years; and the remaining balance of the principal and income at the time
such grandchild attains the age of thirty (30) years.
The maximum value subject to withdrawal before grandchild reaches thirty (30) years of
age is to be based on the market value of the principal of that grandchild's trust at the time of his
or her first request after reaching each particular age.
2. Upon the death of each grandchild (or at the time for the setting apart of
shares in the case of a grandchild who dies before that time), any then remaining principal of his
or her trust shall be paid:
(a) To such one or more persons or organizations -excepting only his or her
estate, his or her creditors, and the creditors of his or her estate - on such terms as he or she may
appoint by Will specifically referring to this power of appointment; or, in default of appointment
or insofar as it is not effective:
(b) To his or her then living issue, or in default of such issue;
(c) To the surviving issue of my deceased son (any portion thus accruing to a
grandchild for whom principal is then held in trust hereunder to be added to and thereafter treated
as a part of such principal;
In the construction of any devise or bequest herein to any person or persons
described by relationship to me or to another, any person, adopted under the age of eighteen (18)
years, whether adopted before or after my death, shall be considered the "child" and "issue" of
his or her adopting parent or parents.
~' ~'
- 3 -
C. If either of my sons and their respective spouses predecease me, then my deceased
son's share shall pass to his children pursuant to subparagraph B.
SEVENTH: I do not exercise any power of appointment given to me by my husband by
Will or Trust.
EIGHTH: PROTECTION OF BENEFICIARIES: No interest in income or
principal shall be assignable by a beneficiary or available to anyone having a claim against a
beneficiary before actual payment to the beneficiary.
NINTH: MINOR AND INCAPACITATED BENEFICIARIES: If any income
or principal shall be payable to any person who shall be a minor or who shall be incapacitate for
any reason, my executor as trustee shall hold such income and principal during minority or
incapacity and shall be entitled to apply such income and principal to the health, maintenance,
support and education of such person during minority or incapacity without the appointment of
any guardian or committee or any authority of court. My executor as trustee shall be entitled to
make direct application hereunder or to make application by payment of income and principal to
the parent or other person in charge of such minor or incapacitate person, or to his or her
guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income
and principal to which such person shall be entitled shall be distributed to such person upon the
termination of minority or incapacity. My executor as trustee shall have the same powers as my
executor and shall serve without bond.
TENTH: I appoint my sons, RUSSELL R. JANSON, of 6103 Stephens Crossing,
Mechanicsburg, Pennsylvania 17055, and BRUCE N. JANSON, of 925 South Clayton Way,
Denver, Colorado 80209, or the survivor, as Co-Executors of this my Last Will. If both my sons
- 4 -
~•~~
predecease me, then I appoint my daughters-in-law, LISA JANSON and MARIA JANSON,
' Alternate Co-Executrices.
ELEVENTH: I appoint my sons, RUSSELL R. JANSON and BRUCE N.
JANSON, or the survivor, as Co-Trustees of any Trust created under this Will. If both my sons
predecease me, then I appoint my daughters-in-law, LISA JANSON and MARIA JANSON,
Alternate Co-Trustees.
TWELFTH: I direct that my personal representatives shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this Lf ~' day
of ~ , 2005.
EVELYN J. S ~
SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix, EVELYN
J. JANSON, 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 set our hands and seals as
witnesses.
~,
~~~-S ~`\~~. ADDRESS
ADDRESS
1100 Township Line Road
Havertown, PA 19083
1100 Township Line Road
Havertown, PA 19083
- 5 -
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DELAWARE:
I, EVELYN J. JANSON, Testatrix, whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn to and acknowledged before me by EVELYN J. JANSON, the Testatrix, this :~
day of ~ , 2005.
//~ ~-~
EVELY J. J N
Le.1
Notary P is
NOTARIAL SEAL
NAYER ORDUrnP. CDELAWARE COULNTY A F F I DAV I T
MY COMMISSION EXPIRES APRIL 10 2001
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DEL~IWARE:
We, ~~~[il~ ~ ~~~ !~~_ and
the witnesses whose names are signed to the foregoing ins nt, bei duly qualified
according to law, do depose and say that we were present and saw the Testatrix sign willingly
and that she executed it as her free will and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the
best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence. ~•.
r~~ wo to an subscri d to before me by C, a d
,witnesses, this day of ,
Witness
Witness
G' ~ ~,
~ ~ ~~
Notary Pu lic
NOTARIAL SEAL
ANNE E. LAURENCE, NOTARY PUBLIC
HAVERFORD TWP., DELAWARE COUNTY
MY COMMISSION EXPIRES APRIL 10 2001
- 6 -
INVENTORY
REGISTER OF WILLS OF
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
Russell R. Janson Bruce N. Janson
Personal Representative(s~ of the Estate of Janson, EVelyn J.
File Number 21 - 07 -1049
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.
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.
Attorney -- (Name)
(Firm)
(Address)
Charles E. Mc Kee
Donohue, McKee ~ Mattson, LTD.
1100 Township Line
Havertown, PA 19083
(Telephone) 610/853-4400
DATE OF DEATH I LAST RESIDENCE 5235 Wilson Lane
11/9/2007 Mechanicsburg, PA 17055
FIGURES MUST BE TOTALED
Personal Property
~~
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DECEDENT'S SOC. SEC. NO.
086-14-1082
Janney Montgomery Scott: 11,529.00
300 Shs. General Electric Co. Common
500 Shs. Public SVC Enterprise Group Common 46,110.00
1,807.2850 Shs. Eaton Vance Mut Fds Tr Tx Mgd gr1.2 21,163.31
499.5410 Shs. Washington Mut Ines Fd Inc. Class B 17,668.77
5,000 Shs. Ligonier VY PA Sch Dist Dt. 03/15/98 5.0% 5,024.00
Ligonier VY Pa Sch Distr Dt. 03/15/98 -Accrued Income 47.92
CUMBERLAND COUNTY, PENNSYLVANIA
(Attach additional sheets if necessary) Total Personal Property and Real Estate $1,357,710.99
REGISTER OF WILLS OF
INVENTORY
(continued)
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21 - 07 - 1049
DATE OF DEATH LAST RESIDENCE 5235 Wilson Lane DECEDENTS SOC. SEC. NO.
11/9/2007 Mechanicsburg, PA 17055 086-14-1082
40,000 Shs. Chester County PA dt 07/15/03 3.100% 38,626.00
Chester County Pa -Accrued Income 237.67
50,000 Kennett Pa Cons Sch Dist dtd 08/01/03 4.0% 49,355.00
Kenntt Pa Cons. Sch Dist. -Accrued Income 472.22
30,000 Lower Merion Twp Pa dtd 06/15/01 5.0% 30,251.10
Lower Merion Twp. Pa -Accrued Income 479.17
20,000 Allegheny Cnty Pa Hosp Dev Auth dtd 08/01/96 5.625% 20.313.40
Allegheny Cnty Pa. Hosp Dev Auth -Accrued Income 265.63
15,000 Ligonier VY Pa Sch Dist dtd 03/15/98 5.0% 15,042.30
Ligonier VY Pa Sch Dist -Accrued Income 143.75
20,000 Units Abbott Labs NT 5.4% 20,069.54
Abbott Labs -Accrued Income 165.00
20,000 Emerson Elec. Co. NT 5.85°I° 20,327.20
Emerson Elec. Co. -Accrued Income 178,75
10,000 New York Tel Co. DEB 6.125% 9.900.00
New York Tel Co. -Accrued Income 195.66
33,000 Capital Internotes Call 4% 32,422.50
2
REGISTER OF WILLS OF
INVENTORY
(continued)
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANfA
COUNTY OF Cumberland } SS File Number 21 - 07 -1049
DATE OF DEATH LAST RESIDENCE 5235 Wilson Lane DECEDENTS SOC. SEC. NO.
11/9/2007 Mechanicsburg, PA 17055 086-14-1082
Capital Internotes -Accrued Income 91.67
10,000 Bank Amer Corp Sub Intnts Be FR 6.5% 10,440.62
Bank Amer Corp. Sub Intnts Be -Accrued Income 153.47
25,000 Bank of America Corporation CLBL SB NT 13 24,413.93
Bank of America Corporation -Accrued Income 280.38
20,000 Federal Farm CR BKS CONS SYSTEMS BD 19.937.50
Federal Farm CR BKS CONS SYS -Accrued Income 243.10
30,000 Federal Home Ln Banks Cons Bd 5.3% 30,150.00
Federal Home Ln Banks -Accrued Income 768.50
35,000 Federal Home Ln Banks Cons. Bd 4.42% 34,529.67
Federal Home Ln Bank -Accrued Income 696.15
30,000 Federal Home Ln Banks Cons Bd 5.5% 30.037.50
Federal Home Ln Banks -Accrued Income 650.83
20,000 Treasury BK Alexandria Va CD 3.8% 19,768.76
Treasury BK Alexandria VA -Accrued Income 61.22
20,000 Corus Bk N A Chicago III CD 4.15% 19,637.50
Corus BK N A Chicago ILL -Accrued Income 129.97
3
INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS File Number 21 - 07 - 1049
DATE OF DEATH LAST RESIDENCE 5235 Wilson Lane DECEDENTS SOC. SEC. NO.
11/9/2007 Mechanicsburg, PA 17055 086-14-1082
20,000 Meridian Bank NA AZ CD CLl 4.09% 19,512.50
Meridian Bank NA AZ CD CLI -Accrued income 26.67
18,000 Community First Bk Ore CD Call 5.35% 18,039.38
Community First BK Ore CD -Accrued Income 52.62
40,000 Sawyer Svgs BK Saugerties N Y CD CLL 5.3°l° 39,775.00
Sawyer Svgs BK Saugerties NY -Accrued Income 323.89
40,000 ANB Financial NA Bentonville CD CII 5.3% 39,775.00
ANB Financial NA Bentonville -Accrued Income 106.00
20,000 West Pointe BK OSH kOSH WLS CD 4.15°!° 19,137.50
West Pointe Bk Osh Kosh Wls -Accrued Income 20.75
20,000 Blackhawk St Bk Beloit Wis CD CII 5.3% 19,875.00
Blackhawk St BK Beloit Wis -Accrued Income 61.83
25,000 Discover Bk Greenwood Del CD CII 5.4% 24,968.75
Discover BK Greenwood Del CD -Accrued Income 233.65
25,000 First Natl Bk Olathe Kans CD CII 5.4% 25.062.50
First Natl Bk Olathe Kans -Accrued Income 45.00
25,000 Celtic BK Salt Lake City Utah CD 4.5°!° 23,750.00
4
INVENTORY
(continued)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21 - 07 -1049
DATE OF DEATH LAST RESIDENCE 5235 Wilson Lane DECEDENTS SOC. SEC. NO.
11/9/2007 Mechanicsburg, PA 17055 086-14-1082
Celtic BK Salt Lake City Utah -Accrued lncome 448.77
1,200 Merrill Lynch Pfd Cap Tr III Toprs 7°l0 25,854.00
Sub-Total - JMS
AG EDWARDS: 7,593.22
92 Shs. Conocophillips Com
Conocophillips Com -Accrued Income 37.72
200 Shs. General Electric Co, 7,686.00
100 Shs. Glaxosmithkline plc 4,987.00
Glaxosmsithkline PLC - Accruedlncome 53.26
300 Shs. ING Clarion Real Est Income Com SHS 3,921.00
400 Shs. PPL Corp. Common 20.194.00
100 Shs. Wachovia Gorp. New Comm 4,008.50
5,000 Allegheny Cnty Pa ARPT Rev Dt 10/01/1997 5.0°I° 5,060.10
Allegheny Cnty Pa ARPT Rev. -Accrued Income 89.58
30,000 Butler Cnty Pa Hosp Auth Hosp. 09/15!1993 5.25 30,027.00
Butter Cnty Pa Hops. Auth Hosp. -Accrued Income 564.38
20,000 North Schuylkill Sch Dist Pa. Dt. 12/01/2004 19.519.00
North Schuylkill Sch Dist Pa. -Accrued Income 369.44
~~
REGISTER OF WILLS OF
INVENTORY
(continued)
CUMBERLAND
COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21 - 07 - 1049
DATE OF DEATH LAST RESIDENCE 5235 Wilson Lane DECEDENT'S SOC. SEC. NO.
11/9/2007 Mechanicsburg, PA 17055 086-14-1082
10,000 Northampton Twp Pa dt 04/15/2001 5.0% 10,340.10
Northampton Twp Pa -Accrued Income 243.06
10,000 North Allegheny Pa Sch Dist Dt. 01/01/2002 10,266.60
North Allegheny Pa Sch Distr. -Accrued Income 12.63
SUB-TOTAL
A.G. EDWARDS
_ ,
2,602.00 Shs. Aqua 58,284.80
903.896 Shs. Constellation Energy 87,253.08
Janney Montgomery Scott -Janney Advantage Ins. Sweep -Cash 72,224.76
Janney Montgomery Scott -Credit Balance 11/30!07 70.49
Asbury Communities Inc. - (Betheny Village) -Entrance Fee Refund 52,656.50
Aqua -Dividend 125.00
A.G. Edwards -Cash Account 63,070.75
Wachovia - MM Account 11/19/2007 93,397.34
Wachovia Securities - Ck Account 16,608.21
Total Personal Property $1,357,710.99
6
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Memorandum of Out-of-State Real Estate
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland } File Number 21 - 07 - 1049
DATE OF DEATH I LAST RESIDENCE 5235 Wilson Lane DECEDENTS SOC. SEC. NO.
11/9/2007 I Mechanicsburg, PA 17055 086-14-1082
Naples, Florida -Condominium
Total Out-of-State Real Estate
600,000.00
$sao,ooo.oo
DONOHUE, MCKEE & MATTSON, LTD.
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
CHARLES E. McKEE 1100 TOWNSHIP LINE ROAD
JOSEPH T. MATTSON TOWNSHIP LINE AND NORTH DREXEL AVENUE
HAVERTOWN, PENNSYLVANIA 19083
~~***
DELAWARE COUNTY
(610) 853-4400
Fax: (610) 853-1801
June 10, 2008
Register of Wi11s
County of Cumberland
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Evelyn J. Janson, Deceased
Your re: 2107-1049
Dear Sir or Madam:
RO$ERTJ.DONOHUE
(1934-1999)
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Enclosed herein please find an original and copy of the Inventory in the above-captioned
estate.
Also enclosed herein please find an original and copy of the Pennsylvania Inheritance Tax
Return along with supplemental documentation verifying date of death values as well as a copy
of decedent's Will.
I am enclosing an additional copy of the letter as well as an extra copy of the Inventory
and front page of the inheritance tax return which I would appreciate you time-stamping and
returning to me in the enclosed self-addressed, stamped envelope.
A Federal estate tax return will be filed shortly and a copy will be forwarded to you at
that time.
If you have any questions or need additional information, please advise.
Thank you for your kind cooperation.
Very truly yours,
~~
CHARLES E. McKEE
CEM:aI
Enclosure
cc: Russell R. Janson, M.D.
Mr. Bruce N. Janson
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