HomeMy WebLinkAbout02-0434
PETITION FOR PROBATE and GRANT OF LETTERS
"-I-()~ - '1.1'/
Elva E. McClelland
Estate of
also known as
No.
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 176- 3 2 - 7 8 9 2 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who istW4C18 years of age or older an the execut or
in the last will of the above decedent, dated November 1
and codicil(s) dated N / A
named
, 19-9..6.-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h er last family or principal residence at
Middleton Township
Cumberland County, Pennsylvania, with
One Longsdorf Way. Carli~lp, SmIth
(list street, number and muncipality)
Decendent, then 86 years of age, died March 29 ,)(:8 2002 ,
at Cumberland Crossings Retirement: Commllnity. r..'n-l;c:lO:>J "Peu}tii71uauia .
Except as follows, decedent did not marry, was not divorced and did not have a c . d born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: South Middleton Township. Cumberland
120,000.00
$
$
$
$
County
135,000.00
WHEREFORE, petitionerQs) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
1~4!~t~dL1
.".~ 1059 Trindle RORc'I
;~ Carlisle. FA 17013
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30
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petitioner(t:) above-named swear(s) or affrrm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(J) and that as personal represen-
tative(~ of the above decedent petitioner(i) will well ruly :I~r t tate o' to I
Sworn to or affirmed and A l.
before me this 30
IltM :-rt~X;(~~-~~
; .. Mary,. Lewis
/1.fpO-/,!
No.
21-2002-434
.
Estate of
Elva E. McClelland
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW May 1st 19 2002, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated November 1, 1996
described therein be admitted to probate and filed of record as the last will of
\ Elva E. McClelland
and Letters Testamentary
are hereby granted to Philip F. McClelland
FEES
~ C- ~ Lll/l/1f%
Register of Wills' ~
MARY C. LEWIS I I
Will Book #
Page
$ 270.00
$ 12.00
$
$ 12.00
5 ..eO
TOTAL _ $299.00
Filed ~QY. .lst...20U2. . . . . . . . . . . . . . . . . . . . .
Probate, Letters, Etc. .........
Short Certificates( 4) . . . . . . . . . .
Renunciation ................
x-Paqes (4)
JCP'
Jered L. Hock, Esquire (19211)
ATIORNEY (Sup. Ct. J.D. No.)
3211 N. Front St.; PO Box 5300
Harrisburg, PA 17110-0300
ADDRESS
(717) 238-8187
PHONE
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MAIL LE'ITER TO THE PO BOX ADDRESS 5/1/02
LAST WILL AND TESTAMENT
OF
~/" o~... 'I~ '-I
ELVA E. Me(;LELLAND
I, ELVA E. McCLELLAND, of 257 McClelland Road, New Castle,
Lawrence County, Pennsylvania being of sound mind, memory and
understanding do hereby make, publish and declare this as and for my
Last Will and Testament hereby revoking all other Wills and Codicils
heretofore made by me.
ITEM I. I direct the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. I authorize my personal representative to
expend from funds from my estate in such amount as my personal
representative shall consider necessary and desirable for said
funeral.
ITEM II. I give, devise and bequeath all real and personal
property owned by me at the time of my death, together with all
insurance policies thereon, unto my spouse, HARRIS A. McCLELLAND, if
my spouse survives me by thirty (30) days.
In the event he fails to survive me by thirty (30) days I then
give, devise and bequeath said real and personal property unto my
children, RICHARD L. McCLELLAND, KATHLEEN L. LINDMAN, and PHILIP F.
McCLELLAND, per stirpes.
tem.
E.E.M.
. .
ITEM III.
All references in this my Last will and Testament to my children
or descendants are intended to include children or descendants of mine
born after the execution of this will and such afterborn children
shall have no rights in my estate other than those granted by this
will.
I authorize my Executor to deliver such articles to which a minor
may be entitled under this paragraph to the guardian of the minor or
to the person having custody of the minor or to retain such property
until an age at which my Executor considers it appropriate to deliver
the property to him or to her provided in no event shall such property
be retained by my Executor beyond the time the minor attains his or
her majority. The receipt of such of the above enumerated persons as
may be selected to receive delivery of such property shall be a full
and complete discharge from my Executor. In the event my Executor at
any time decides it is desirable to sell any item or items of tangible
or personal property held hereunder for a minor the proceeds of such
sale or sales shall be delivered to the guardian of the property of
the minor appointed in this will hereinafter to be held under the
terms and conditions thereof.
ITEM IV. In the event it is not possible to establish whether my
spouse or I died first in a common occurrence, or otherwise, then I
state that I survive my spouse for the purposes of this will.
2
~cm/,
E.E.M.
ITEM V. I direct that any and all inheritance, estate and
transfer taxes imposed upon my estate passing under my Will or
otherwise shall be paid out of the principal of my residuary estate.
ITEM VI. A list of personal property may be attached and I
direct that this personal property shall be distributed specifically
according to that list.
ITEM VII. In addition to the powers conferred by law, I
authorize my personal representatives, in their sole discretion:
(a) To retain in the form received or to sell at either a
public or private sale any real or personal property.
(b) To manage real estate.
(c) To invest and reinvest in all forms of property without
being confined to legal investments and without regard
to do the principle of diversification.
ITEM VIII. Any and all payment or payments of any sum or sums
whether in cash or in kind and whether for principal or income payable
to the said children or any of them shall be made upon the sole
receipt of the respective individual to whom the payment is made and
free from anticipation, control by the creditors of any such
beneficiary. All shares of the principal and income herein given
shall be free from anticipation, assignment, pledges or obligations of
any beneficiary and shall not be subject to any execution or
attachment.
ITEM IX. I nominate, constitute and appoint my spouse, HARRIS A.
McCLELLAND, Executor of this my Last Will and Testament. In the event
of the renunciation, death, resignation, or inability to act for any
Ct~
3 E.E.M.
reason whatsoever of my spouse, I nominate, constitute and appoint as
first alternate Executor, my son, PHILIP F. McCLELLAND, second
alternate Executor, my son, RICHARD L. McCLELLAND and third alternate
Executor, my daughter, KATHLEEN L. LINDMAN. I hereby relieve my
personal representative from the necessity of posting security in
connection with their duties as such in any jurisdiction in which they
may be called upon to act insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last Will and Testament, consisting of 4 typewritten
pages, the first 3 of which bear my initials at the bottom for the
purpose of identification on this 1 day of November, 1996.
(~/lM/ P JJ1r aJLcvrtci
ELVA E. Me CLELLAND
(SEAL)
Signed, sealed, published and declared by the above named
Testator, Elva E. McClelland, as and for her Last Will and Testament
in the presence of us who at his request and in her sight and presence
and in the sight and presence of each other have hereunto subscribed
our names as witnesses.
4
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF LAWRENCE
We, Elva E. McClelland, tN~t:iA L.f.L~~~) and Judith Johnson, the
testatrix and the witnesses respectively, whose names are signed to
the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the testatrix signed
and executed the instrument as her Last Will and Testament 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 their knowledge the testatrix
was at that time eighteen years of age or older, of sound mind and
under no constraint or undue influence.
fl1/-cr /~, 1Jfr ~e;il&'1'-(,{/
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Sworn to and
before e
. o:f~. . .
M
xD1res:
.. , . Notarial eat
Robert D. Clark, Notary Public
New Wilmington Bora, Lawrence County
My pprnmission Expires June 27, 1998
1V1{"nb<or, P~nrl"!flvania ~\ss,.ciation of Notaries
1<
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent
Date of Death
Will No.: 2002-00434
Elva E. McClelland
March 29,2002
Admin. No.:
To the Register:
I hereby certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on May 3, 2002
Name
Address
Philip F. McClelland
1059 Trindle Road: Carlisle, PA 17013
Richard H. McClelland
220 Dombey Drive: Pittsburgh, PA 15237
Kathleen L. Lindman
1177 Marie Avenue: Ephrata, PA 17522
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
May 3,2002
~
Signature
Date:
~
Name Jered L. Hock, Esquire
r' .
Address 3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
\..C'
I
Telephone
(717) 238-8187
~
Capacity:
Personal Representative
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X Counsel for Personal
Representative
Document #: 2334J1.1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCCLELLAND PHILIP F
1059 TRINDLE ROAD
CARLlSE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 176-32-7892
FILE NUMBER: 2102-0434
DECEDENT NAME: MCCLELLAND ELVA E
DATE OF PAYMENT: 07/01/2002
POSTMARK DATE: 06/28/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2002
NO. CD 001357
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $15,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: PHILIP MCCLELLAND
CHECK#1004
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$15,000.00
MARY C. LEWIS
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
t-
INVENTORY
Estate of
Elva E. McClelland
No.
2002-00434
also known as
Date of Death March 29, 2002
, Deceased
Social Security No.
176-32-7892
Personal Representative(s) of the above Estate, deceased, verify 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/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 reiating to unsworn falsification to
authorities.
I.D. No.:
19211
;'
Attorney:
Jered L. Hock, Esauire
Address:
3211 N. Front St.: PO Box 5300
Dated
Harrisburq, PA 17110-0300
Telephone:
(717) 238-8187
Description Value
Allfirst - Golden Age Checking Account #0073345261 $ 19,112
American Express Funds - Evergreen Adjustable Rate $ 42,412
American Express Funds - Liberty Growth & Income Fund $ 44,668
American Express Funds - cash $ 72
Cash of Decedent $ 60
Contractual residency rights in retirement community cottage at 102 Ege Drive, Cumberland
Crossings, South Middleton Township, Cumberland County, Pennsylvania. (Cumberland
Crossings has acknowledged that the amount to be paid to the estate for these rights is
$140,542.)
TOTAL FROM SECOND PAGE
$ 140,542
$ 15
$ 172
$ 1 ,400
$ 3,375
$ 1,271
Total: $ 253,100
Cumberland Crossings - canteen fund refund
Lutheran Brotherhood Money Market Account
PA Department of Revenue - income tax refund
Penn Treaty - long-term care insurance proceeds
(Attach Additional Sheets if necessary)
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.
Form RW-7 IDauphin County). Rev, 9/92
"
Estate of Elva E. McClelland
No. 2002-00434
000: March 29, 2002
SSN: 176-32-7892
Page 2
Description
Value
Proceeds from sale of personalty by DeHart Auction
$
104
PSERS - adjusted pension for March
$
1,047
PSERS - death benefit
$
100
Stormor - refund of deposit
$
20
TOTAL OF THIS PAGE
$
1,271
(Attach Additional Sheets if necessary)
,1
'1..
6
RiV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV -1500.,,.,,, / 7- cC'/ ~ IY
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FilE NUMBER tJJ.. '134
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT ,21
COUNTY CODE YEAR NUMSlR
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
McClelland Elva E 176-32-7892
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
03/29/2002 OS/23/1915 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
- -
3. Remainder Return
CHECK ~ ' n;,,,_, ~' Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 40. Future Interest Compromise 5. Federal Estate Tax Return Required
~ate of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. acedenl Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) ~ttaCh a copy of Trust)
BLOCKS 9. Utigation Proceeds Received 10. pousal Poverty Credit (dale 01 death between D 11. ElecUon 10 taK under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach 5ch 0)
fRl$$llCt!i\ijMU$Tij!!CQM!!~lUiltKMlij~~j~jijp.!MltAX",,!'QIlMi\tiP!i~iPl!l!lp!_l$l'l'd!
NAME COMPLETE MAILING ADDRESS
COR- Jered L, Hock, Esquire 3211 N. Front St. ; PO Box 5300
RE- FIRM NAME (If Applicable) Harrisburg, PA 17110-0300
SPON
DENT Metzger Wickersham
TELEPHONE NUMBER
717-238-8187
ilFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 0
2. Stocks and Bonds (Schedule B) (2) 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0
4. Mortgages & Notes Receivable (Schedule D) (4) 0
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 253,100
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested (6) 0
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non - Probate Property (Schedule G or L) (7) 127,532
8. Total Gross Assets (total Lines 1-7) (8) 380,632
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 25,360
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 16,191
11. Total Deductions (total Lines 9 & 10) (11) 41,551
12. Net Value of Estate (Une 8 minus Line 11) (12) 339,081
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 339,081
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 talCableat the spousal talC
rate, or transfers under Sec. g1 18 (aXl.2) 0 X .0 00 (15) 0
TAX 16. Amount of Line 14talCableat lineal ratft 339,081 X.O 0.045 (16) 15,259
-
COMPU- 17. Amount of Line 141alCable at sibling rate 0 X .12 (17) 0
TATION 18. Amount of Line 14 tallable at collateral rate 0 X .15 (18) 0
19. Tax Due (19) 15,259
20. ~ l~kHilR!!IFvtlU..M!e'iM!dll~"R~NPQfN<l~j;YMl!Ntil
.iO~$e$U!'$tQ.!iN$Wea.!iQ.iQQi;s'tiON$QNll'I\~\i.!iNP!'$PHaOKfMtB{ji.
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
I . \ ~
'-Estate of
Name
Address
Tax ID
176-32-7892
Executors (Page 1)
Philip F. McClelland
1059 Trindle Road
Carlisle, PA 17013-
197-42-5431
I . ')"
PA REV-1500EX (6-00)
Page 2
Decedent's ComDlete Address:
STREET ADDRESS
One Longsdorf Way
Cumberland County
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
15,259
o
15,000
789
Total Credits CA + B + C)
(2)
15,789
3. Interest/Penalty n applicable
D. Interest
E. Penalty
o
o
Total Interest/Penalty (D + E) (3)
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
o
531
o
o
o
2.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . .
Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~ ;
~ ~
3.
4.
~
o
Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration ol preparer other t1ian the personal representative is based on information of
which re arer has an knowled e.
SIGNATURE OF PERSON RESPONSI FI T DAT
iJ. 0
ADDRESS
1059 Trindle Road
lURE OF PRE PAR
Carlisle,
(2....
A
3211 N. Front St.; PO Box 5300
Harrisburg, PA 17110-0300
[72P.S.19118(a)(1.1l(il].
For dates of death on or after January 1, 1995, the tax rate is imposed on the nel value of transfers to Of for the use of the surviving spouse is 0% [72 P.S. 19118 (a) (1. 1)(ii)).
The statute dop-s nol AYPmnt a transfer to a surviving spouse from tall, and the statutory requirements for disclosure of asselsand filing a tax return are stili applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July" 2000:
The tax rate imposed on the nel value of lransfe-rs from a deceased child twenty-one years of age Of younger at death to 0( for the use 01 a nalural parenl, an adoptive parent,
0( a stepparent of the child is 0% [72 P.S. fi9116(a~1.21].
The tall rate imposed on the net value of transfers 10 or for the use of the decedent's lineal beneficiaries is 4.5%, except as nOled in 72.P.S. II 91 16(1.2) [72 P.S.1I91 16(aX1J].
Thtt tall rate imposed on the net value of transfers 10 or for the useof the decedenl's siblings is 12% (72 P.S. 191 16(aX1.3)1. A sibling is defined, under Section 9102, as an individual
who has alleasl one parent in common with the decedent, whether by blood 01' adoplion.
o PA 15002
NTF 29758
Copyright 2000 Greatland/Nelco LP - Forms Software Only
,.
RE"-1502EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E. McClelland
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
FI LE NUMBER
ITEM
NO.
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
9 PA15021 NTF 10871
Copyrighl1999 GreatlandlNelco LP - Forms Software Only
TOTAL (Also enter on fine 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
, .
RIiIL-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E. McClelland
SCHEDULE B
STOCKS & BONDS
FI LE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
9 PA 15031 NTF 10872
Copyrighl 1999 Greatland/Neleo LP ~ Forms Software Only
"
RlI\f.-l504 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E, McClelland
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent,
other than a sole-propiertorship. See instructions for the supporting information to be submitted for sole-proprietorships.
SCHEDULE C
CLOSELY-HELD CORPORATION
PARTNERSHIP or SOLE-PROPRIETORSHIP
FI LE NUMBER
ITEM
NO
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insen additional sheets of the same size)
o
9 PA 15041 NTF 10S73
Copyright 1899 Greal1and/Nelco LP - Forms Software Only
f' '\..
'.
Ri:V-1507 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FI LE NUMBER
Elva E. McClelland
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NO.
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
9 PAl5071 NTF 10874
Copvr1ght 1999 Gresllsnd/Nelco LP - Forms Software Only
TOTAL tAlso enter on line 4, Recapitulation) $
(If more space is needed, insen additional sheets of the same size)
o
"
,.
"
REV-l508 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E, McClelland
Include proc_ds of litigation & date proceeds were received by Iheeslate. All prop. jointly-owned with right of survivorship must be disclosed on Sch F
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FI LE NUMBER
ITEM
NO.
11.
DESCRIPTION
VALUE AT
DATE OF DEATH
Allfirst
Golden Age Checking Account
#0073345261
19, 112
2 American Express Funds
Evergreen Adjustable Rate
42,412
3 American Express Funds
Liberty Growth & Income Fund
44,668
4 American Express Fund - cash
72
5 Cash of decedent
60
6 Contractual residency rights
in retirement community
cottage at 102 Ege Drive,
Cumberland Crossings, South
Middleton Township, Cumberland
County, Pennsylvania.
(Cumberland Crossings has
acknowledged that the amount
to be paid to the estate for
these rights is $140,542.)
140,542
7 Cumberland Crossings - canteen
fund refund
15
8 Lutheran Brotherhood
Money Market Account
172
9 PA Department of Revenue -
income tax refund
1,400
10 Penn Treaty - longterm care
insurance proceeds
3,375
11 Proceeds from sale of
personalty by DeHart Auction
104
12 PSERS - adjusted pension for
March
1,047
13 PSERS - death benefit
100
Total from continuation pages
20
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
253,100
9 PA 15081 NTF 10575
Copyright 1999 Greatland/Nelco LP - Forms Software Only
.'
,.
Schedule E (Page 2)
..
Estate of: Elva E. McClelland
Item
No. Description
Value at Date
of Death
14 Stormor - refund of deposit
20
Total (Carry forward to main schedule)
20
'" .....
REV -1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E. McClelland
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF
JOINT account number or similar identifying number.
NO TENANT JOINT Attach deed for jointly-held real estate. V AWE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
TOTAL (Also enter on tine 6, Recapitulation) S 0
9 PA 15091
NTF 10876
(If more space is needed, insert additional sheets of the same size)
Copyrlghl1999 GreaUand/Nelco LP - Forms Software Only
, .
\ .
REV-1Sl0EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E. McClelland
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FI LE NUMBER
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 COYER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE NAME OF THE TRANSFEFlEE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
FlELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR FlEAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
11. American Express Funds
Fixed Retirement Annuity
#0930 0429 9821 9 004 110,532 100.000 0 110,532
2 Gift to Mara McClelland,
granddaughter, within one year
of death 20,000 100.000 3,000 17,000
3 Gift to Diane McClelland,
daughter-in-law, within one
year of death 3,000 100.000 3,000 0
4 Gift to Don Lindman,
son-in-law, within one year of
death 3,000 100.000 3,000 0
5 Gift to Kathleen Lindman,
daughter, within one year of
death 3,000 100.000 3,000 0
6 Gift to Pam McClelland,
daughter-in-law, within one
year of death 3,000 100.000 3,000 0
7 Gift to Philip McClelland,
son, within one year of death 3,000 100.000 3,000 0
8 Gift to Richard McClelland,
son, within one year of death 3,000 100.000 3,000 0
TOTAL (Also enter on line 7, Recapitulation) $ 127,532
9 PA1S101
NTF 10877
(If more space is needed, insen additional sheets of the same size)
Copyrigh11999 Greatland/Nelco lP - Forms Soflwar& Only
/' '\.
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E. McClelland
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I-
ITEM
NO.
A.
1.
1
DESCRIPTION
AMOU NT
FUNERAL EXPENSES:
Terry A. Cunningham Funeral
Home, Bessemer, PA
12,204
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) Philip F. McClelland
Social Security Number(s)/EIN No. of Personal Representative(s) 197 -42 - 5431
Street Address 1059 Trindle Road
CityCarlisle State PA Zip 17013
6,000
Year(s) Commission Paid: 2003
2.
3.
Attorney Fees Metzger, Wickersham, Knauss & Erb. P. C. (estimated)
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
6,000
State
Zip
City
Relationship of Claimant to Decedent
4.
Probate Fees
299
5. Accountant's Fees
6. Tax Return Preparer's fees
300
7.
1 Carlisle Sentinel -
publication of Estate Notice
97
2 cumberland Law Journal -
publication of Estate Notice
75
Total from continuation Dages
385
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
25,360
9 PA15111 NTF 10878
Copyright 1999 Greatland/Nelco LP - Forms Soli ware Only
"
,.
Estate of: Elva E. McClelland
Item
No.
Description
3
Metzger, Wickersham, Knauss &
Erb, P.C. - reimbursement for
photocopy, telephone, and fax
(estimated)
4
Reserve for closing
5
Reserve for filing Account
(estimated)
6
Reserve for filing Releases
(estimated)
Schedule H part 2 (Page 2)
Amount
Total (Carry forward to main schedule)
40
75
250
20
385
l' '\.
RCV -1512 EX + (1-97)
COMMONWEALTH CF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elva E. McClelland
Include unreimbursed medical expenses.
ITEM
NO
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
DESCRIPTION
AMOUNT
1.
1 Alert Pharmacy Services - debt
of decedent
112
2
Cumberland Crossings -
miscellaneous expenses of
decedent (resident at
Cumberland Crossings)
3,730
3 Cumberland Good Will Fire
Rescue Ambulance - services to
decedent
66
4 Diane McClelland - payment
from decedentr check uncleared
at death
3,000
5 Don Lindman - payment from
decedentr check uncleared at
death
3,000
6 IRS - income tax of decedent
259
7 Judy A. Campbell, Tax
Collector - debt of decedent,
2002 personal tax
10
8 Kathleen Lindman - payment
from decedent, check uncleared
at death
2,900
9 Masland Associates - debt of
decedent, uncleared at death
48
10 PNC Bank - debt of decedent
167
11 Richard McClelland - payment
from decedent, check uncleared
at death
2,900
9 PA15121
NTF 10874
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
16r191
Copyrlghl1999 Grealland/Nelco LP - Forms Software Only
"
\.
Rl;V-1513 EX+ (9-ooJ
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Elva E. McClelland
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include OU1Ti9ht spousal distributions, and
transfers under Sec, 9116 (aJ (1,2)]
1 1, rathleen L. Lindman
f-L177 Marie Avenue
~phrata, PA 17522
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Ust Trustee(s) OF ESTATE
~3.333333% Residue: 113,027
Daughter 113,027
2 Philip F. McClelland
~059 Trindle Road
~arlisle, PA 17013
~3.333333% Residue: 113,027
Son
113,027
~otal from continuation pages
113,027
ENTER DOLLAR AMTS, FOR DISTRIBS, SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-15oo COVER SHEET
II NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II u ENTER TOTAL NON- TAXABLE DISTRIBS, ON LINE 13 OF REV-l500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
o
o PA15131
NTF 33293
Copyright 2000 Grealland/Nelco LP - Forms Software Only
..
".
Estate of: Elva E. McClelland
Item
No. Description
3 Richard L. McClelland
220 Dombey Drive
Pittsburgh, PA 15237
33.333333% Residue: 113,027
Schedule J part 1 (Page 2)
Relation
Amount
Son
Total (Carry forward to main schedule)
113,027
o
~""-1514EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
ESTATE OF
Elva E. McClelland
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found
in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
o Will 0 Intervivos Deed of Trust 0 Other
....................................................... i.................................................... .........................IIIlllFE...E$TAT.E....l. N. TE... as. SltCAUCl.IIiATI.......ON..
............T.......ii.i...............................
.. ...................-- .............. ..... ... . ......................... .........
NEAREST AGE AT
DATE OF DEATH
(Check Box 4 on Rev-15lll1 Cover Sheet)
ALE NUMBER
NAME (S) OF
LIFE TENANT(S)
DATE OF BIRTH
TERM OF YEARS LIFE ESTATE IS
PAYABLE
D ute or Term of Years
Term of Years
Life or D Term of Years
Ufe or 0 Term of Years
1. Value of fund from which life estate is payable
$
o
2. Actuarial factor per appr~riate table
Interest table rate u U 3 1/2% 0 6%
3. Value of life estate (line 1 multiplied by line 2)
D 10%
o Variable Rate
o
%
$
o
. . . . . ................IAlllNllIlmlNTeaeSrrCA4Cl.IIiATlONr(....
NAME(S) OF NEAREST AGE AT TERM OF YEARS
ANNUITANT(S) DATE OF BIRTH DATE OF DEATH ANNUITY IS PAYABLE
Life or 0 Term of Years
Ute or 0 Term of Years
ute or 0 Term of Years
o life or Term of Years
1. Value of fund from which annuity is payable $
2. Check appropriate block below and enter corre[Onding (nUmbeB
Frequency of payout -- D Weekly (52) Bi-weekly (26) Monthly (12)
D Quarterly (4) D Semi-annually (2) Annually (1) Other ( )
3. Amount of payout per period
o
o
$
o
4. Aggregate annual payment, Une 2 muttiplied by line 3
5. Annuity Factor (see instructions)
Interest table rate 0 3 1/2% D 6% D 10%
o
D Variable Rate
%
o
6. Adjustment Factor (see instructions)
7. Value of annuity -- If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 4 x line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) ... Line 3
o
$
o
$
o
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G
of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on lines 13, 15, 16 and 17.
(If more space is needed, insert additional sheets of the same size)
9 PA15141 NTF 10a81
Copyright 1988 Greatland/Nelco LP Forms Software Only
'..
REV -1647 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE M
FUTURE INTEREST
COMPROMISE
(Check Box 4a on Rev-1500 Cover Sheet)
ESTATE OF FILE NUMBER
Elva E. McClelland
This schedule is appropriate only for estates of decedents dying after December 12, 1982.
Thts schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in
possession and enjoyment cannot be established with certainty.
Indicate below the type of inS1rument which created the future interest and attach a copy to the tax return.
nWIII n Trust n Other
I. Beneficiaries
NAME OF AGE TO
BENEFICIARY RELATIONSHIP DATE OF BIRTH NEAREST BIRTHDAY
1.
2.
3.
4. .
5.
II. For decedents dying on or after July 1> 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9
months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse
exercises such withdrawal right.
n Unlimited rlQht of withdrawal n limited rlQht of withdrawal
III. Explanation of Compromise Offer:
IV. Summary of Compromise Offer:
1. Amount of Future Interest ................................ $ 0
2. Value of Line 1 exempt from tax as amount passing to charities, etc.
(also include as part of total shown on Line 13 of Cover Sheet) . $ 0
3. Value of Line 1 passing to spouse at appropriate tax rate
Check One 06%, 0 3%, 00% . $ 0
(also include as part of total shown on Line 15 of Cover Sheet)
4. Value of Line 1 Taxable at lineal rate
Check One 06%,04.5%. $ 0
(also include as part of total shown on Line 16 of Cover Sheet)
5. Value of Line 1 taxable at sibling rate (12%)
(also include as part of total shown on Line 17 of Cover Sheet) . $ 0
6. Value of Line 1 taxable at collateral rate (15%)
(also include as part of total shown on Line 18 of Cover Sheet) . $ 0
7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . $ 0
(If more space is needed, insert additional sheets of the same size)
o PA 16471
NTF 33294
Copyrigh12000 Greatland/Nelco LP - Forms Software Only
.' ',.
.' .' REV-1649 EX+ (1-97)
SCHEDULE 0
COMMONWEALTH OF ELECTION UNDER SEC. 9113(A)
PENNSYLVANIA
INHERITANCE TAX RETURN (SPOUSAL DISTRIBUTIONS)
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Elva E. McClelland
Do not complete this schedule unless estate Is making election to tax assets under Section 9113(A) of Inheritance & Estate Tax Act.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to the Trust(marital, residual A, S, By-pass. Unified Credit, etc.).
If a trust or similar arrangement meets the requirements of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust 'all or a fractional portion or percentage) to be included in the
election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property
is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of
the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or siTlilar arrangement included as a taxable
asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
DESCRIPTION VALUE
Part A Total $
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made.
DESCRIPTION VALUE
Part B Total $ 0
9 PAl6491 NTF 10882 (If more space is needed, insert additional sheets of the same size)
Copyrighl1999 Grealland/Nelco LP - Forms Software Only
'"
.' H
EstaDe of Elva E. McClelland
176-32-7892
SUMMARY COMPUTATION OF RESIDUARY ESTATE
",.
._ "I
LAST WILL AND TESTAMENT
OF
21-2002-434
ELVA E. M~CLELLAND
I, ELVA E. McCLELLAND, of 257 McClelland Road, New Castle,
Lawrence County, Pennsylvania being of sound mind, memory and
understanding do hereby make, publish and declare this as and for my
Last will and Testament hereby revoking all other Wills and Codicils
heretofore made by me.
ITEM I. I direct the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. I authorize my personal representative to
expend from funds from my estate in such amount as my personal
representative shall consider necessary and desirable for said
funeral.
ITEM II. I give, devise and bequeath all real and personal
property owned by me at the time of my death, together with all
insurance policies thereon, unto my spouse, HARRIS A. McCLELLAND, if
my spouse survives me by thirty (30) days.
In the event he fails to survive me by thirty (30) days I then
give, devise and bequeath said real and personal property unto my
children, RICHARD L. McCLELLAND, KATHLEEN L. LINDMAN, and PHILIP F.
McCLELLAND, per stirpes.
c: {~.
E.E.M.
.' ....
.4 'I
ITEM III.
All references in this my Last will and Testament to my children
or descendants are intended to include children or descendants of mine
born after the execution of this will and such afterborn children
shall have no rights in my estate other than those granted by this
will.
I authorize my Executor to deliver such articles to which a minor
may be entitled under this paragraph to the guardian of the minor or
to the person having custody of the minor or to retain such property
until an age at which my Executor considers it appropriate to deliver
the property to him or to her provided in no event shall such property
be retained by my Executor beyond the time the minor attains his or
her majority. The receipt of such of the above enumerated persons as
may be selected to receive delivery of such property shall be a full
and complete discharge from my Executor. In the event my Executor at
any time decides it is desirable to sell any item or items of tangible
or personal property held hereunder for a minor the proceeds of such
sale or sales shall be delivered to the guardian of the property of
the minor appointed in this will hereinafter to be held under the
terms and conditions thereof.
ITEM IV.
In the event it is not possible to establish whether my
spouse or I died first in a common occurrence, or otherwise, then I
state that I survive my spouse for the purposes of this will.
2
~ G 'JJJ/.
E.E.H.
,. ...
._ '1
ITEM V. I direct that any and all inheritance, estate and
transfer taxes imposed upon my estate passing under my Will or
otherwise shall be paid out of the principal of my residuary estate.
ITEM VI. A list of personal property may be attached and I
direct that this personal property shall be distributed specifically
according to that list.
ITEM VII. In addition to the powers conferred by law, I
authorize my personal representatives, in their sole discretion:
(al To retain in the form received or to sell at either a
public or private sale any real or personal property.
(b) To manage real estate.
(c) To invest and reinvest in all forms of property without
being confined to legal investments and without regard
to do the principle of diversification.
ITEM VIII. Any and all payment or payments of any sum or sums
whether in cash or in kind and whether for principal or income payable
to the said children or any of them shall be made upon the sole
receipt of the respective individual to whom the payment is made and
free from anticipation, control by the creditors of any such
beneficiary. All shares of the principal and income herein given
shall be free from anticipation, assignment, pledges or obligations of
any beneficiary and shall not be subject to any execution or
attachment.
ITEM IX. I nominate, constitute and appoint my spouse, HARRIS A.
McCLELLAND, Executor of this my Last Will and Testament. In the event
of the renunciation, death, resignation, or inability to act for any
C t. J1z.
3 E.E.M.
~
..
"
reason whatsoever of my spouse, I nominate, constitute and appoint as
first alternate Executor, my son, PHILIP F. McCLELLAND, second
alternate Executor, my son, RICHARD L. McCLELLAND and third alternate
Executor, my daughter, KATHLEEN L. LINDMAN. I hereby relieve my
personal representative from the necessity of posting security in
connection with their duties as such in any jurisdiction in which they
may be called upon to act insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last Will and Testament, consisting of 4 typewritten
pages, the first 3 of which bear my initials at the bottom for the
purpose of identification on this 1 day of November, 1996.
f'.I~ ~ 1111: f1JLwn'/
ELVA E. MC CLELLAND
(SEAL)
Signed, sealed, published and declared by the above named
Testator, Elva E. McClelland, as and for her Last will and Testament
in the presence of us who at his request and in her sight and presence
and in the sight and presence of each other have hereunto subscribed
our names as witnesses.
~~(\jOQ]~
d/!//if~ ~~
4
..
.'
..
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF LAWRENCE
We, Elva E. McClelland, 1'fJ/IIl:tA L.,ti!.dtEPAN.i) and Judith Johnson, the
testatrix and the witnesses respectively, whose names are signed to
the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the testatrix signed
and executed the instrument as her Last Will and Testament 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 their knowledge the testatrix
was at that time eighteen years of age or older, of sound mind and
under no constraint or undue influence.
f 1-1..a/ t.. 1Jtr (i ~J/d)~~
~E'MCCL~ ( uJ
^~~" ~ ~Q
cf/d'lt'~~
1'-'" M
I xOJ.res:
NqtlJ1a ear
, Ro~ert D..Clark. Notary Public
New W~mlngtci~ Bora, Lawrence County
My miSSion Expires June 27. 1998
lIf~r. p~aniaAsiOoiaion oj Notar'.es
1-?-bD _/~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-IU7 EX AFP (01-05>
JERED L HOCK ESQ
METZGER WICKERSHAM
PO BOX 5300
HBG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-24-2003
MCCLELLAND
03-29-2002
21 02-0434
CUMBERLAND
101
ELVA
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i6'ifj-E3f-AFP--('oY:oiY------...--iNHERiTANCE-TAX-STA-fEMENT-oF'-AccoUiff--.-i.---------------- -----
ESTATE OF MCCLELLAND ELVA E FILE NO. 21 02-0434 ACN 101 DATE 03-24-2003
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-17-2003
P R I NCI PAL TAX DUE: ................................................................................................................................................................................
...........................................
15,259.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-28-2002 CDOO1357 762.95 15,000.00
03-03-2003 REFUND .00 503.95-
TOTAL TAX CREDIT 15,259.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
J'J- 6cJ-/~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
JERED L HOCK ESQ
METZGER WICKERSHAM
PO BOX 5300
HBG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-2003
MCCLELLAND
03-29-2002
21 02-0434
CUMBERLAND
101
'*
REV-1547 EX IFP lD1-05>
ELVA
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is47-EX-AFP--foY:03Y-NC)TiCE--OF-'rNHEiiiTANCE-TAX-AppRA-isEiiENT:--AilowANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCLELLAND ELVA E FILE NO. 21 02-0434 ACN 101 DATE 02-17-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
253.100.00
.00
127.532.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
25,360.00
16.191. 00
nl)
(2)
(13)
(14)
NOTE:
.00
339,081.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
380,632.00
41.551.00
339,081.00
.00
339,081. 00
(19)=
.00
15,259.00
.00
.00
15,259.00
TAX CREDITS:
n;c\.c~rl l+J A"OUNT PAID
DATE NU"BER INTEREST/PEN PAID (-)
06-28-2002 CDOO1357 762.95 15,000.00
TOTAL TAX CREDIT 15,762.95
BALANCE OF TAX DUE 503.95CR
INTEREST AND PEN. .00
TOTAL DUE S03.9SCR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.17~
Name of Decedent · Elva E. McClelland
Date of Death · March 29, 2002
Will No. 2002-00434 Admin No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court RuleS, I report~e follOWing
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No.
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
ao
Did the personal representative file a final account with the Court?
Yes No X
account is:
The separate Orphans' Court No. (if any) for the personal representative's
in interest? Yes
Did the personal representative state an account informally to the parties
X No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
Please see Proofs of Publir,,afie... attached.
March 2~, 2004 ~~~~
Signatu-'~'ffre~--'
Name Jered L. Hock, Esquire
Address
3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
Telephone (717) 238-8187
Capacity:
X
__ Personal Representative
Counsel for Personal
Representative
300946-1
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Lori Saylor, Classified Advertising Manager of THE SEN'I~EL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTII~Et., a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was establish~,~ Decetl!b~r 13th,
1881, since which date THE SENTINEL has been regularly issued in said CountYi and tha.~he Drint~O notice
or. publication attached hereto is exactly the same as was printed and publ'~shed- ........ in the re~lar'~_rlitlnnQ
Issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
LetterS Testamentary in
the Estate el ELVA E,
MCCLELLAND, late'of
South Middleton
T,'Wnshlp, Ctmlber~Id
County, Pemmyfvanla,
deceased (died March
29, 2002), having been
granted to the,
under, gnarl, allpersons
indebted to said estate
are requested to make
immediate payment and
~ · those having claims to, '
, present them without
,delay.to:
Mr. Philip F. MCCleltand:.
Executor
1059 Trlndle Road
Carlisle, PA 17013
or
Jer~d L. H°ok, ESCl~ire
KNAUSS & ERB,
P. O. Box 5300
3211 North Front Street
H~rrisburg. PA 17110-0300
May 15, 22 & 29, 2002
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
May 29, 2002
Sworn to and subscribed before me this 29th
day of May ,2002.
Notary Public
My commission expires:
NOTARIAL SEAL
SHIRLEY O. DURNIN. Notary Public
Carlisle Bore.. Cumberland County
My Commission Expires Aug. 9, 2003
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE
OF
PENNSYLVANIA
: SS.
COUNTY OF CUMBERLAND :
oger M. Morgenthal, Esquire, Editor of the Cumberland Law 'JoUrnal, .~the CoUnty
and State aforesaid, being duly sworn, according to law, deposes and saY}:that th~,~umberi~d
Law Journal, a legal periodical published in the Borough of Carlisle in the CoUnty and State
aforesaid, was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said CoUnty, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
MAY 24, 31, JUNE 7, 2002
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
McClelland, Elva E., dec*d.
Late of the Township of South Mid-
dleton.
Executors: Phillip F. McClelland,
1059 Trindle Road. Carlisle, PA
17013.
Attorneys: tiered L. Hock, Esquire.
Metzger, Wickersham. Knauss &
Erb, P.C., P.O. Box 5300. 3211
North Front Street, Harrisburg.
PA 17110-0300.
SWORN TO AND SUBSCRIBED before me this
7 day of JUNE, 2002
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
IN RE: ESTATE OF CUMBERLAND COUNTY
MCCLELLAND ELVA E PENNSYLVANIA
NO.21- 2002-00434 0
°
m
c- : a
NOTICE OF FAILURE TO FILE CERTIFICATION ~'~~~-, ~ ~';-; fi
' '-
`''
Personal Representative: MCCLELLAND RICHARD ~,~ a `
y ,-- ..
Counsel for Personal Representative: FLOWER THOMAS E `'`~
Date of Grant of Original Letters: 3/7/2008
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, is hereby given that you have ten (10) days to file the Certification
Report. If the required 5.6 form is not filed in accordance with Rule 5.6(e) the Court will be
notified of such delinquency and the undersign will request that a Court conduct a hearing to
determine whether sanctions should be imposed upon the delinquent personal representative or
counsel for the delinquent personal representative.
Date: 7/1/2008 ~ ~~~~~~ ~'J
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
ORPHANS' COURT DIVISION
COURT OF COMMON PLE AS OF
IN RE: ESTATE OF CUMBERLAND COUNTY
MCCLELLAND ELVA E PENNSYLVANIA
NO.21- 2002-00434 r-~
r°..~
cr+
~`
~
~ ~
G .
E
....
~~ ::
NOTICE OF FAILURE TO FILE CERTIFICATION ~
-
~` r
..r
~j _
w
r~~~ ` '~ ~J'~
~' ....yy .
-
« i ~ _?
Personal Representative: MCCLELLAND RICHARD ~~
v "-
Counsel for Personal Representative: FLOWER THOMAS E N
.
Date of Grant of Original Letters: 3/7/2008
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, is hereby given that you have ten (10) days to file the Certification
Report. If the required 5.6 form is not filed in accordance with Rule 5.6(e) the Court will be
notified of such delinquency and the undersign will request that a Court conduct a hearing to
determine whether sanctions should be imposed upon the delinquent personal representative or
counsel for the delinquent personal representative.
~~~~~
Date: 7/1/2008
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
PETITION FOR PROBATE AND
REGISTER OF WILLS OF CUMBERLAND
Estate of ELVA E. McCLELLAND
also known as
Deceased
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
GRANT OF LETTERS
COUNTY, PENNSYLVANIA
File Number ~ D D vZ - }Q %~ 3
Social Security Number 176-32-7892
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the ALTERNATE EXECUTOR
last Will of the Decedent dated NOVEMBER 1, 1996 and codicil(s) dated N/A named in the
AND PHTT.TP F n~r,.t-~r yr r e ..... ...........____ _
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the itTstrument(s} offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
B. Grant of Letters of Administration
(If applicable, enter.• c. t.a.,' d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate)
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse`{af any) andTieirs: (If
Administration, c. t. a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
t'. .
(COMPLETE INALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at~_
I LONGSDORF WAY CARLISLE SOUTH MIDDLETON TOWNSHIP
(List street address, town/city, township, county, state, zip code)
Decedent, then 86 years of age, died on MARCH 29, 2002
'Y SOUTH MIDDLETON TOWNSHIP CUMBERLAND COTINTV pn at CUMBERLAND CROSSINGS RETIREMENT COMMU-
Decedent at death owned property with estimated values as follows:
(If domiciled in PA)
All personal property
(If not domiciled in PA)
Personal property in Pennsylvania
(If not domiciled in PA)
Personal property in County
Value of real estate in Pennsylvania
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
Form RW-O2 rev. 10./3.06
Page I of 2
Oath of Personal Representative - ~: ~ ~'r
COMMONWEALTH OF PENNSYLVANIA
. SS ~_; ~. ~ -~ € -.
-• E 4 t,,~, s~°
COUNTY OF •~ ~-~
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well a~,truly
administer the estate according to law. _, ~ _ _ ~ 1
Sworn to or affirmed a~ bscrib~;d
~b^efore me the day of
V~
i
k L I For the Register
Signature of Personal Representative
Signature of Personal Representative
~d
File Number: a OO ~- - U p ~ 3 ~L
Estate of ELVA E. McCLELLAND . .
,Deceased
Social Security Number: 176-32-7892 Date of Death: NOVEMBER 1, 1996 ~
AND NOW, ~~ (j~ I'~~XC~1 -~~`'" ~ in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters TESTAMENTARY
are hereby granted to RICHARD McCLELLAND
and that the instrument(s) dated MARCH 29, 2002 in the above estate
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters ............... $ ~ ~ Register of Wi11s
Short Certificate(s) ........ $ •~~ Attorney Signature: ~..tc~
Renunciation(s) .......... $
$ Attorney Name: THOMAS E. FLOWER
$ Supreme Court I.D. No.: 83993
... $
. , $ Address: SAIDIS, FLOWER & LINDSAY
$ 2109 MARKET STREET
... $
.. , $ CAMP HILL, PA 17011
$ Telephone: 717-737-3405
... $
TOTAL .............. $ `6:'b6
Form RW' 01 rev. 10.13.06
Page 2 of 2
105905 REV.(09/00)
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~08.~-, a~S. ,~-,--.
Robert S. erman, Jr., MPH
Secretary of Health
1752363
No.
M, OS.. U Rev. 2'07
iYPEIPRINT
IN
PERMANENT
auDK INK
~.
1r
ro
N
r-i
()
E
D1
-ri
S.I
y'
Z
Charles Hardester
State Registrar
QEC 1 9 2001
Date
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
079815
__ __ ~wE~RE NUMBER
NAME OF DECEDENT IFV9.M~yb. Lavl ~~j SE% SOCIAL SECVRITY NUMBER DATE OF OERH~M«aK, pay.'bal
+• a
rriS ~G1~Ilan~
Male
178
14
,
,-
:.
-
- 0252 ..August 25, 2000
AGE (Las, Bimbay) UNDER 1 YEAR UNDER, DM DRE OF 01RTH ONiTHPIACE'C.ry xy PIACE OF DERH Klpcx oNy «ro- +oe nmu Y.orq on aTer wel
Manm
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ays Haug r Mienaa !
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etc
.
.
Cumberland S. Middleton "~ Ya"^"~•'•P•~~•n- '~^''
Twp Cumberland Crossings Retirement McKiran.PwrbRican.«e. T~hite
~ "e" b
- f.
DECEOEM'S USUAL OCCUPRION KIND OF BUSINESSANDUSTRV YN$DECEDENT EVER IN DECEDEM'$EDUCR MARITAL STRUS-Hanby SURVIVING SPa/SE
(Give aury alw«E garb dAng moy U
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Elva Hohman
D
'
.
ECEDENT
S MAILING ADDRESS ($IrM. Gy/yosws, $Mb. 79 Cpyel OECEDEM'S
ACTUAL ,Ta. slab Pa - Do ,Ta^ Yaa.OKeyynlA~ey'
102 Ege Dr RESIDENCE ap,a„ I'oP.
Nr.n•
,~ Carlisle, Pa. 17013 ~^ ,~~ Cumberland 1ownt°"? „"•~wdNnar,.IFKr~dw Carlisle
FRNER'S NAME (Fist Mtlde. Lash eAyrporp.
MOTHER'S NAME (FlA. Miype, Mayen Summa)
, r Mc Clelland ,,, Nellie Couch
' ~~Rs'pBI~~ INFORIMNPS MAKJNG ADDRESS ISaey. Cityyfoerr.9aN. Zp COysl
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METtgD OF p5PO5
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GATE dF DISPOSRKNV „p- 102 E e Dr. Carlisle, Pa 17013
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PLACE OF DISPOSITION-NamedCamslery. Gsmabry LOCRK7N-CAyVTOwrr, Slye, Zp CO4 1610Q
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' b n« a Aabla y lir,la al yea ng "b ~~ T EnowMygs. yaa"' occurey al tM ums. yata anU pees 9a eC. LICENSE NUMOER DRE SIGNED
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~
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WERE AUTOPSY FNJdNGS
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MTE OFINJURY TIME OFINJVRY INJURY RVpRKi DESCRIBE HOWIWVRY OCCURRED.
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OF DERH?
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'CERTIFYING PHYSICIAN fPnysrcan <aWyvg cause tl OeaV+xnen arwlt,er physrean pas «m«mceO cealn any c«npyey Bern 231
To tlb pay of my knowbygs, yeah orxunW yue b Brs a+r+•Hsl arM manner as yatea.........
............................................ ~ SIGNRU R
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'FLIONOVNCING AND CERTIFYING PHYSIGM IFhyscan poM pr«quncing ceatn artl cemlyvg to cause d yealnt
'
~ LICENSE NUMBER DRE SIGNED Man,r. Day. Yeal
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To tlra tbsl s, my Krbwleygn, xayr occur.ey at B.e Bare, Yale, arW Placs, any yus to,M causelq arq manner ae yatee .......................... ^ nn
alt. ~I ~ ` ]td 2-s W
NAME AND ADDRESS OF RSON WHO
EDCAUSE DERH
• 'MEDICAL F3AMINER/CORONER '
ptem 2n ry„e «PtuK 3 r
On tM1e Oaaia of examination aMlor investigation, in my opinion, deslN oeturre0 y itle lime, dale, and plate, and due to tpe eaux(a~ arM ^
manner as atat•y ..................................................................................................
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REGISTRAR
S SIGNATVRE AND NUMBER WTE FILED IMOnllr
Day
Yearl
.
.
~.
_
aa.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 3/03/2009 n ,~~
Cp c
FLOWER THOMAS E `°
2109 P/LARKET STREET ~~~ ~
,~, z mt
cra ~ ~ r ;
CAMP HILL, PA 17011 -,_
C.1~ ,~
b "~ d
..~ . .
N
RE: Estate of MCCLELLAND ELVA E
File Number: 2002-00434
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103
SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 3/29/2009
Please feel free to contact this office with any questions you maLLv-
have. If you have already filed your Status Report, please disregard
this notice.
S~`l~erely~:.
f d l .._.
~ j,
4
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 3/03/2009 ,
~
~ `
MCCLELLAND RICHARD ~ ~ -
±
220 DOMBEY DRIVE ~~ ~ °-
~
PITTSBURGH, PA 15237 ~
~ ~ ~
_^
,
~ ' ,~
0 ~ c
,'
~ ~
_
-p -+
a
.c-
N
RE: Estate of MCCLELLAND ELVA E
File Number: 2002-00434
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHAI~TS' COURT RULES, N0. 103
SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within t~~~o
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 3/29/2009
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
cc: File
Counsel
~~. ®.C. R~~e 6e~ ~ S~'~ ~ STS P®~~
REGISTER OF WILLS OF
C'u ~t ~~C ~~-~r2 ~ ~ COL-NTY, PEN-~iSYLV ~NIa
Name of Decedent: ~ L (~~ ~ ~ /"` e ~ ~' ~ ~"~' ~ ~"
Date of Death: ~i File Number: --
D .............+.,. D., n f D„lo ~ 1 ~ T ~ y„n,-t tha f~llnzx~ina ~z;it}~ T-PCnent to cnmTllc_ iQn (lf thZ adll~inistl'atloll Of
the above-captioned estate:
1. State whether administration of tine estate is complete :.................... ~es Q No
2. If the answei is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
-~
a. Did the personal representative file a final account with the Court? ....... ]Yes O'1`,To
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
.......... ~ es ^ No
info~nially to the parties in interest? .................... .
d. Copies of receipts, releases, jcinders and appro~rals of formal or informal accounts maybe
filed with the Cleric of the Orphans' Court and maybe attached to this report.
3 ~~ ,/
Dnce
lanc;~~7 {>;,~~~+aao
LS ~O1 ~~ ~- ~ b~~Z
Signature of Person Filing this Form
Capacity: QPersonal Representative i ` Course]
Nmne of Person Filing dais Form
2 % ~~ J /t'~ i9 i2 ~' ~ / ST;
Address
~i~- 7~~-~y~S~
Telephate
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Form RVI'-10 rev. 10.13.06
~~. ®.C. Rile 6.1~ ST'~.iLTS ~P®~T
REGISTER OF WILLS OF C. ~ ~~~'Y ~~~'"'~ CONY, PENNSI'LVANIA
~1V ~- /~cL/~%!~-
Name of Decedent: of /
->
Date of Death: ~ ~`r ` ~' ~ g L `~ ~ 2" File Number: ~' ~ ~ ~ r ~ d ~ `3~
°ursuant to Pa. O.C. Rule 6.12, I report the follo~~t~ing t~~rth respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete :.................... Yes Q No
2. If the answer•is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final~account with the Court? ...... Yes '- Nom
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account - ~, ~ No
infoin7ally to the parties in interest? ............................... es
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe
filed with the Clerk of the Orphans' Court and maybe attached to this report.
Dn~e ~
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SZ ~~t add 6- ~r'~~6~(~
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~f ~ ~
S gnature of Person Firing this Form
Capacity:Personal Representative Counsel
Nnme of Person Filing this Form ,
~,ctir~~ N 1~~~~%~ll~~
Address
zzr ~~~~ ~> Jy~,;~~
p,~~-s~~~~}~~ i~f~ ~~z3~
Telephaie ~ J ~ ~ 3 ~ _ t,s h ~ ~ .
FormRbl'-JO rev. 10.13.0/ ~
.r
SMALL ESTATE AFFIDAVIT
I, being duly sworn, depose and say that:
1 . z, Richard H McClelland, the undersigned, am the Administrator of the Estate of Elva E
McClelland, and are domiciled at: 220 Dombey Drive, County of Allegheny, Pittsburgh
Pennsylvania 15237
2 . Elva E McClelland died at the age of 86 on March 29, 2002; and at the time of her
death resided at: Cumberland Crossings, city of Carlisle, county of Cumberland,
State of Pennsylvania, having a Social Security Number 016-20-6204;
3 . Petitioner's relationship to the decedent is : Son and present Administrator of the
Estate of Elva E McClelland.
4 . Decedent died Testate and the will and Estate were subsequently Probated.
5 After Probate was completed for the
Estate of Elva E McClelland, Ameriprise Finance found in 2007 there was still owing the Estate
of the decedent the additional sum of approximately $1,955.44 (One Thousand Nine Hundred
Fifty Five and 441100 dollars) and hereinafter known as Amount, representing an additional sum
payable in accordance with the settlement of Account Number 0002-0698882-0 021 owned to Elva E
McClelland .
5. The undersigned desires that payment of the above be made to:
Kathleen L Lindman (daughter of Elva McClelland),
Pamela L McClelland (wife of Philip F McClelland where Philip F McClelland is now diseased and was
the son of Elva McClelland and was former Administrator of said Elva E McClelland Estate), and
Richard H McClelland (son of Elva McClelland and who is now Administrator of said Elva E
McClelland Estate).
Such above payments of approximately $508.81 (Five Hundred Eight and 811100 dollars) to each
(Kathleen, Pamela, and Richard) are to be equal one-third shares of the Total Heir Disbursement;
where the Total Heir Disbursement equals the above Amount of approximately $1,955.44 less
deduction to the Amount of $429.00 (Four Hundred Twenty Nine and no1100 dollars) for legal fees
which are to be paid to Saidis, Flower 8~ Lindsay PC for the establishment of Richard H McClelland
as the replacement Administrator to Philip McClelland for said Elva E McClelland Estate.
in full satisfaction of the aforesaid debit due and owing the Estate of the
decedent.
6. The undersigned specifically releases Ameriprise Finance of Minnesota from any
associated liability for the payment of the above total funds per this Affidavit and
in accordance with the settlement of Account Number 0002-0698882-0 021 pursuant to the estate of
Elva E McClelland .
Therefore, Administrator requests payment or distribution to of the
property of the estate to those entitled.
Respectfully submitted,
Richard H McClelland
220 Dombey Drive
Pittsburgh, Pennsylvania 15237
County of Allegheny
412-366-4165
I, the undersigned, being sworn, state that I have read and understand
this Affidavit and that the above Affidavit is true and correct, to the best of
my knowledge, information and belief.
Given on this the ~lv~~ day of ~(~~ ~~~ ~'
Richard H McClelland
Administrator of the Estate of Elva E McClelland
ACKNOWLEDGED, SWORN TO AND SUBSCRIBED before me on this the ~ ~ day of
~ liu/ ~~
/~ ~ ~~GG "1~~
r COMMONUVEALTH OF PENNSYL~~~-ry Public
Notarial Seal
My commission expires: nlich,NotaryPablic
Ross Twp.; Allegheny County
My Commission Expires Sept. 7, 2010
Member, Pennsylvania Association of Notaries