HomeMy WebLinkAbout02-06-09
1505607120
--~ REV-1500 EX (06-06) OFFICIAL USE ONLY
PA Department of Revenue county code veer File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN ??
PO 80X.280601 2 1 -~. Q~ ~ i J 3
Harrisburg, PA 17126-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
167 22 9190 O5 07 2008 12 31 1927
Decedent's Last Name Suffix Decedent's First Name MI
JONES CLIFFORD L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
JONES CAROLE D.
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
rv l 1. Original Return ~ 2. Supplemental Return ~ 1
LJ 3. Remainder Return (date of death
prior to 12-13-82)
II 4. Limited Estate LJ ba. Future Interest Compromise ~~
IJ
ft
t2
12
82
d
tl
h 5. Federal Estate Taz Return Required
er
-
)
(
ale or
eal
a
-
X g Decetlenl Died Testate ~ ]. Decedent Maintained a LiNng Trust
(Allath Copy o(Trusl) 8. Total Number of Sate Deposit Boxes
__
(Attach Gepy of Will)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (tlale o(death a
U between 72-31-91 and 1-1-95) 11, Election to taz under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DIRECTED TO:
Name Daytime Tele{~ne Numbe o
ROBERT C. SAIDI5 ESQ 717 24~c~222~ t',''-;
=n m -
Firm Name (If Applicable)
REGISTER fi~l~lt~ USE ONLY I - + `.
SAIDIS, FLOWER & LINDSAY ;_1 ~
-
First line of address >a.7 a `
~
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26 WEST HIGH STREET F.1 -
--{
)
Second line of address _ _
'
tV
DATE FILED
Clty or Post Office State ZIP Code
CARLISLE PA 17013
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and wmplele. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
SIGN {1 E OF PRE Y ER T REPRESENTATIVE
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AppRESS ~
26 West High Street, Carlisle, PA 17013
Side 1
150560712U 1505607120 J I'~
15~56~7220
REV-1500 EX
Decedent's Social Security Number
oeceaem's Name: Clifford L. donee 167 22 9190
-- -
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. S , 10 0 • 0 0
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested .......... ... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) [~ Separate Billing Requested .......... ... 7.
8. Total Gross Assets (total Lines 1-7) .............................~................................ .. 8. 5 , 1 0 0 . 0 0
9. Funeral Expenses & Administrative Costs (Schedule H) .................................... .. 9. 1 2 , 9 5 4 . 9 3
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........................... ..... 10.
11. Total Deductions (total Lines 9 & 10) ............................................................... .. 11. 1 2 , 9 5 4 . 9 3
12. Net Value of Estate (Line 8 minus Line 11) ............................._....................... .... 12. - 7 , 8 5 4 . 9 3
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. - 7 , 8 5 4 . 9 3
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.z) x .o0 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 0, 0 0 16. 0, 0 0
17. Amount of Line 14 taxable
at sibling rate X 12 0. 0 0 17 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0, 0 0 18. 0, 0 0
19. Tax Due ............................................................................................................. .. 19. 0 . 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505607220 1505607220 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-
Clifford L. Jones
860 Crooked Stick Drive
Mechanicsbu
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
0.00
Total Credits (A + B + C)
Total InteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is th~VERPAYMENT.
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
q. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
Make Check Payable to: REGISTER OF WILLS, AGENT
(5)
(5A)
(5B)
0.00
0.00
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 :............................................................................. [~ [I
b. retain the right to designate who shall use the property transferred or its income :................................ ~
~ [x
c. retain a reversionary interest; or ............................................................................................................ ._.
^ ~~
d. receive the promise for life of either payments, benefits or care? ...........................................................
~_J _..
~ x]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ................................................................................................................. ^ ~ x~
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?......... a Lx
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 RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not ezemota transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and fling a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
PA 17050
(1> 0.00
(2) 0.00
(3)
(4)
Rev4808 E%~ (8.98)
COMMQ'JWEALTH OF pENNSVLVANIA
INHERITANCE TA%RETURN
RESIOEm aE0E0ENr
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Jones, Clifford L. 21-08-
Indutle the proceetls of IiliBallon antl the tlale the proceetls were receivetl by the estate.
All propertyjolntly-ownetl with [he right of survivorship must be disclosetl on echetlule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Ned Smith--Landscape with Mountain Laurel on Mountainside -Watercolor on 800.00
paper. Signed to the lower right "Ned Smith",
Pennsylvania 1919-1985
No defects
2 Ned Smith Watercolor--Sparrow Hawk with Kill - Watrcolor on paper. Signed to 4,000.00
lower left "Ned Smith" Pennsylvania 1919-1985
No defects
3 Political Button Collection - (See attached for detail) 300.00
TOTAL (Also enter on Line 5, Recapitulation) I 5,100.00
(If mare space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+ (1299)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
IN RESIDENTED CEDENTRN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Jones, Clifford L. 21-08-
Debts of decedent must be reported on Schedule I.
ITEM ^ DESCRIPTION AMOUNT
A. ~ FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
t. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2, Attorney's Fees Saidis, Flower & Lindsay
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
12,954.93
TOTAL (Also enter on line 9, Recapitulation) I 12,954.93
Copyright (c) 2002 form software only The Lackner Group, Inc. ~ Form PA•1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Jones, Clifford L. 21-08-
ITEM
NUMBER
DESCRIPTION
AMOUNT
Funeral Expenses
1 Blooms by Vickrey -Funeral floral arrangement 1,500.01
2 JDK Catering -Funeral Luncheon 5,989.00
3 Kutco Printing &Products -Memorial Cards 487.60
4 Messiah College -Luncheon 200.48
5 Messiah College -Bulletins; Duplicating; Supplies 180.84
6 Myers-Harner Funeral Home, Inc. -Creamation with Visitation $2,550.00; 4,597.00
Creamation Container $140.00; Newspaper Notice/Local-Out of Town $1,732.00;
Certified copies $150.00; Coroner Fee $25.00
H-A Subtotal 12,954.93
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
REV-1513 EXt (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Jones, Clifford L. 21-08-
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not Llst Trustee s
I. TAXABLE DISTRIBUTIONS [include,outright spousal
d
t
lb
t
nd transfers
ls
r
lons, a
u
under Sec. 9116(a)(1.2)]
1 Bradley R. Jones Son
2626 Logan Street
Camp Hill, PA 17011
2 Carole D. Jones Wife One hundred
15 North 23rd Street percent (100%)
Camp Hill, PA 17011 of the residue.
3 Nancy J. Jones Daughter
910 South 8th Street
Fargo, ND 58103
4 Martin L. Jones Son
College of Charleston, Math Dept
RSS2 Bld 339, 175 Calhoon St
Charleston, SC 29401
Total
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cover sheet
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 91'13 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule) (Rev. 6-98)
CORDIER
ANTICZUES
& fine art
AUCTIONS
APPRAISAL S
ESTATES
Appraisal
Report
The Estate of Clifford L. Jones
Prepared by:
David J. Cordier
Ellen E. Miller
Cordier Antiques & Fine Art
2151 Market Sheet
Camp Hill, Pennsylvania 1701 ]
Phone: (717) 731-8662
Fax:(7l7)731-9830
Table of Contents
Title Page
Table of Consents 2
Summary 3
Analysis 4
Conditions of Appraisal 5
Certification 5
Purpose of Report 6
Method of Valuation 6
Definition of Value 6
Basis of Appraisal 6
Description 6
Appraiser Qualifications 7
Value Listings Appendix A
Page; 2 of 8
Summary
On February 2, 2009, at the request of The Estate of Clifford L. Jones, I personally inspected the
assets of The Estate of Clifford L. Jones.
Value
Fair Market Value
The Fair Mazket Value for the property in total is:
$5,100.00
This is not the appraisal report. The appraisal report must be read in its entirety.
Page: 3 of 8
Analysis
Artist
E. Stanley "Ned" Smith was born October 9, 1919 in Millersburg, Pennsylvania, a small town on
the Susquehanna River north of Harrisburg. Aself-trained artist and naturalist, in his 46-year
career he created thousands of astonishingly accurate drawings and paintings of wildlife for
books, magazines and other publications as well as dozens of limited edition prints.
Page: 4 of 8
Conditions of Appraisal
The value stated in this Appraisal Report is based on the best judgment of the appraiser given the
facts and conditions available at the date of the valuation.
fhe use of the report is limited to the purpose of determining the value of personal property for
Estate Tax purposes.
Any additional research or testimony required by the clienf or the court will be billed at the current
rates.
Disclosure of the contents of the report is governed by the Standards and Practices of the Certified
Appraisers Guild of the America.
Certification of Report
No prohibited fee was accessed for this report.
David J. Cordier and Ellen E. Miller of Cordier Antiques & Fine Art have successfully completed
the personal property appraisal certification program with the Certified Appraisers Guild of America
and are members in good standing. This report was prepared in accordance with the Uniform
Standards of Professional Appraisal Practice and with the Standards and Practices of the Certified
Appraisers Guild of America which has review authority of this report.
David J. Cordier and/or Ellen E. Miller have personally examined the subject property. The
statements of fact contained in this report are true and correct to the best knowledge and believe of
the appraiser.
By: IDavi11,L'C"ordier, C.A.G.A.
Cordier Antiques & Fine Art
f'~
l X/~'~ ~L
--~'_~~.
By: llen E. Miller, C.A.G.A.
Cordier Antiques & Fine Art
Page: 5 of 8
Purpose ol'the Report
The purpose of this report is to determine tihe value for Estate Tax purposes for The L^ state of
Clifford L. ,loner.
Method of Valuation
The method of valuation used for this appraisal is the Fair Market Value.
Definition of Value
Fair Market Value
Under the United States Treasury regulation 1.170-1 c Fair Market value is defined as
The price at which the property would change hands between a willing buyer and a willing seller,
neither being under compulsion to buy or compulsion to sell and both having reasonable
knowledge.
Basis of Appraisal
Valuation Date
The date of valuation for determining the value estimation is February 2, 2009.
Date A,pnraisal Conducted
This appraisal was conducted on February 2, 2009.
Limitations of Property
There were no limitations on use or disposition of this property.
Description
An itemized list with descriptions is in Appendix A.
Page: 6 of 8
CORDIER ANTIpUES & FINE ART
Cordier Antiques & Fine Art was established in 1984. The company specializes in appraisals of antiques, fine
art and personal property, estate liquidations and the auction and sale offine antiques, art ~md real estate.
Cordier Antiques & Fine Art maintains memberships in the Certified Appraisers Guild of America, the
Antiques and Collectibles Dealers Association, lnc., the Antique Dealers Association of Pennsylvania, the
Pennsylvania Auctioneers Association and the National Auctioneers Association.
Cordier Antiques & Fine Art has conducted appraisal clinics for such organizations as the 1-Ian~isburg Area
Community College's Older American Days, the Questers, Rohrer Bus Antiquing Road Show Tour,
Millersbw'g Historical Society, Friends of Fort Hunter, West Shore Country Club and the Friends of the
Pennsylvania State Museum.
Cordier Antiques & Fine Art is an underwriter for the Antiques Road Show on WITF Public Television.
DAVID J. CORDIER, C.A.G.A. CERTIFIED APPRAISER
David J. Cordier is co-owner of Cordier Antiques & Fine Art located in Camp Hill, Pennsylvania. Mr.
Cordier has been an antiques and jewelry dealer since 1980 and an appraiser since 1990.
David Cordier of Cordier Antiques & Fine Art has successfully completed the persona] property appraisal
certification program with the Certified Appraisers Guild of America.
Mr. Ca'dier is a graduate of Winterthur Museum's Winter Institute, a graduate level program in American
Decorative Arts. David Cordier has attended classes in the fine and decorative arts at George Washington
University, Washington D.C. and the appraisal studies program at New York University, New York. Mr.
Cordier studied the arts and decorative arts in Pennsylvania at Penn State University and holds a Master's
degree in Business Administration from Penn State Capita] Campus.
Mr. Cordier is a writer for the Harrisburg Patriot News reporting on antiques and related events in central
Pennsylvania. He also wrote a bi-weekly feature column "Eye on Antiques" for the Sunday Patriot News
fi'om 2001 to 2006.
ELLEN E. MILLER. C.A.G.A. CERTIFIED APPRAISER
Ellen E. Miller joined Cordier Antiques 8c Fine Art in 2000. Ms. Miller holds a Bachelors degree in
Marketing from Shippensbw'g University and a Master's degree in Business Administration from Temple
University.
Since joining Cordier Antiques & Fine Art, Ms. Miller has been the Director of Internet Sales, conducting
research and documentation of inventory, maintaining client relationships and managing an international
customer base. She has been responsible for the sale of several large collections via luternet auction
including classic automobiles, antique toys, sports memorabilia and autographs.
Ms. Miller has successfully completed the personal property appraisal certification program with the Certified
Appraisers Guild of America.
Prior to joining Cordier Antiques & Fine Art, Ms. Miller worked in the printing industry in sales and
administration.
Page: 7 of 8
Appendix A
Fair Market Valuc
$4,000.00 Ned Smith (Permsylvania 1919 - 1985.) Sparrow hawk with kill,
watercolor on paper, signed to lower left "Ned Smith", verso with copies
of the June 1973 Pennsylvania Game News cover and table of contents
that featured this painting as well as a list of names with note "Presented
to Cliff .Tones on Nov. 14th, 1991 on his retirement as President of the
Pennsylvania Chamber of Business & Industry. Mrs. Ned Smith found
the painting." In double mat and frame. MEASUREMENTS: 12-314"
x 9-3/4", overall 23" x 19". CONDITION: No defects noted.
2. $800.00 Ned Smith (Pennsylvania, 19] 9-1985.) Watercolor on paper.
Landscape with Mountain Laurel on Mountainside. Signed to lower
right "Ned Smith". Pocket verso with a 1967 Pennsylvania State Store
Price List featuring this piece as the cover. Exhibited at the Ned Smith
Center for Nature and Art's 2005 Summer Exhibit. In double mat and
frame. MEASUREMENTS: 13-314" x 13". Overall 22" x 20-3/4".
CONDITION: No defects noted.
3. $300.00 Political Button Collection Includes:
1976 - Ford/Dole (6); Carter/Mondale (9); Uda11(2)
1980 - KennedyLTackson (3); Reagan (2); Various (6)
'1964 -Goldwater (9); Johnson (1)
1972 -Nixon (11); McGovern/Eagleton (9)
1988 - Bush/Quayle (9); Dukakis/Bentsen (3); Gore (1)
•1884 - Mondale/Ferraro (11); Jackson (3); Reagan/Bush (12); Glenn
(1); Hart(2)
1928 -Coolidge (1); Hoover (1)
1940 -Winne (4)
1936 -Landon (3)
1968 -Humphrey (5)
1952-6 -Ike (6)
1956 -Stevenson (1); Kennedy (1)
l 940 - FDR(3)
Along with approx. 341 various buttons of less significance.
$5 ] 00 00 Total
Page: 8 of 8
GCAL RECBSTRAR'S GERTERECAT~OP~f OIF DEATH
WARNING: It is illegal io duplicate this copy by photostat or photograph.
:c for Ihit, ccrtilioalc, xG_OU
P 1~~~JGi
Certification Number
'Chi, is to ctrl ii ~r Wet the infarmatiou here given It
corructlr copied i~om au original Ccrtil iuate of Death
du11 filed with cafe as Local Kegistrar. The ori~aiual
certi l'icalc: will be lorwarded to the titate Vital
Rcalyds Office Rar permanent filing.
G~rt. /~ ~ ~-- MAY 0 8 2~
Local Registrar Date lsxued
ev nrza6 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
FINi IN
'"E"' CERTIF{CATE OF DEATH
K INK
(See instructlpns antl examples on reverse) srgre Fat MuFneEn
L Name olDmeemgprdl. Mmle, gal. wnu z. se. 15oraasvudy rHdrom- - a. Dam of Deem MOnR. ear. rear)
Clifford L. J n s Male 167 - 22 - 9190 Ma 7 2008
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80 wmr. w- erre
w December 31, 1927
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... __...._ __.,. 0195977
LAST WILL AND TESTAMENT
OF
CLIFFORD L. JONES
I, CLIFFORD L. JONES of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and fo
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST
I direct the payment of my jus*_ debts and expenses of my
last illness and funeral from my estate as soon after my death
as conveniently may be done.
Farther, I direct that my body be cremated and that my
remains be disposed of as my personal representative shall deem
appropriate.
SECOND
~'~\~
AIDIS
F, FLOWER
INDSAY i
NEYS•AT•LAW
High Street
Aisle, PA
I give, devise and bequeath all of my art work, poltica
butrons and books equally to my children, BRADLEY R. JONES,
J. JONES and MARTIN L. JONES, to be divided as equally as possi:;1
in the sole determination of my Executor.
l
THIRD
I give and bequeath fhe items on the attached list to th
designated persons. In the event the person so des=gnated steal
predecease me, his or her bequest shall lapse and be added to m
residuary estate.
I give, devise and bequeath a.11 the rest, residue and
remainder cf my estate to my beloved wife, CAROLE D. JONES,
absolutely and in fee simple if she survives me by thirty (30)
days.
FIFTH
In the event that my wife, CAROLE D. JONES, fails to
survive me by thirty (30) days, then I give, devise and bequeath
my estate as follows:
F.. The sum of thirty thousand ($30,000.00) dollars to
Messiah College, Grantham, Pennsylvania to further
endow the Carole Davidson Jones Intern Scholarship
~~
S~
ALDI9
F, FLOWER
INDSAY
NEY$•AT•LAW
Nigh Street i
lisle, PA
offered through the Internship Department cf Messiah
College;
P. The sum of one thousand ($1,000.00) dollaa_s to the
following persons to be he]d by their pare-r.t or other
custodian, pursuant to the Oviform GifT_s to Minors
hCt:
2
1. Matthaw R. Quivey
2. Joshua piuioey
3. Lauren Traverso
IIDIS
', FLOWER
NDSAY
EYS•AT•LAW
Nigh Street
isle, PA
C. All the rest, residue and reniainde_r rf my estate to be
divided into twc Trusts as follows:
1. Sixty-five (65°) percent to Bradley R. Jones,
Trustee cf Trust "A", to be held upon the
following terms and conditions:
(Al To hold, manage, invest and reinvest the
principal so received, and accumulation of
income thereon, and to use, pay and apply
the income and principal or so much thereof
as in Trustee's sole discretion may be
necessary for the maintenance, support,
medical expenses and education of my son and
trustee, Bradley R. Jones, and my ether
children, Nancy J. Jenes and Martin L.
Jones, and all my grandchildren, whe`_her the
same be born before or after the signing of
these presents. ~
(B) To pay in the case of illness or emergency,
as much of the income and principa]. as my
3
Trustee shall determine, :Ln his sole ana
absolute discretion, from time to 'time.
(C) The payments authorized by this trusY_ shall
be made without any regard to equality of
distribution among the beneficiaries and
without further responsibility to the
beneficiaries or to any person taking care
of the beneficiaries. Said payments may be
made by my trustee directly to the
beneficiaries, or such cf them as may be, in
the sole opinion of trustee, of such age and
ability to handle properly the funds so
paid, or may be made directly to the person
having custody and care of the
beneficiaries, or may be made directly to
any institution entitled to such payment by
~`
~~i
t%
1
SAIDIS
TUFF, FLOWER
~ LINDSAY
TTORNEYSAT•LAW
G W. High Street
Carlisle, PA
reason of services rendered or to be
rendered to any of the beneficiar-es.
(D) All payments of principal and income hereby
given shall be free from anticipation,
assignment, pledge or obligations of
beneficiaries, and shal.i not be subject to
any execution or attachment.
9
(E) As settlor, I recognize that Bradley R.
Jones, is authorized, ~.n his sole
discretion, to use the entire principal and
income of this trust Sor his benefit or that
of his immediate family. While I have
granted him these powers, I am corr.fortable
that he will use the principal and
accumulated interest for the best interest
of my entire family.
(F) This Trust shall terminate when my youngest,
then living beneficiary attains the age of
twenty-two (22) years. A11 principal and
accumulated income at that time, sr.all be
distributed to Bradley R. Jones, Nancy J.
Jones and Martin Z. Jones, per stirpes.
2 Thirty-five (35a) percent to Bradley K. Davidson,
`
~ M.D., Trustee of Trust "B", to be held upon the
'
,
4~
,
~~ following terms and cor.ditzons:
(A) To hold, manage, invest and reinvest the
MIDIS principal so received, and accumulation of
;FLOWER
NDSAY income thereon, and to use, pay and apply the
IEYS•AT•I.AW
High Slreel
iisie,rn income and principal or so much thereof as in
Trusr_ee's sole discretion may be necessary
5
fpr the ma5.ntenance, support, medicaY
es_penses and education of my grandchildren,
whether the same be born before or. after the
signing of these presents.
(B) To pay in the case of illness or emergency,
as much of the income and principal as my
Trustee shall determine, in his sole and
absplute discretion, from time to time.
(C) The payments authorized by this *_rust shall
be made without any regard to equality of
distribution among the beneficiaries and
without further responsibility to the
beneficiaries or to any person taking care
of the beneficiaries. Said payments may be
made by my trustee directly to the
beneficiary, or such of them as may be, in
the sole opinion of trustee, of such age and
~~~~
iAI1~ IS
~, FLOWER
LINDSAY
RNEYR•AT•I.AW
/. High Street
adisle, PA
ability to handle properly the funds so
paid, or may be made directly to the person
having custody and care of any of the
beneficiary, or may be made directly to any
institution entitled to such payment by
reason of services rendered or t~o ne~
rendered to any beneficiary.
(D) All payments of principal and income hereby
given shall He free from anticipation,
assignment, pledge or obligations of
beneficiaries, and shall not be subject to
any execution or attachment.
(E) This Trust shall terminate when my youngest,
then living grandchild attains the age of
twenty-two (22) years. All principal and
accumulated income at that time, shall be
distributed to my grandchildren, per
stirpes.
SIXTH
I direct that any and all inheritance, estate, and transfer
1;
1~~'~,j taxes imposed upon my estate passing under this Wi11 or otherwise
~`~~
shall be paid out of the principal of my residuary estate.
~~~ ~~ SEVENTH
IDIS` In addition to the powers conferred by law, I authorize any ~i
FLOWER
QDSAY personal representative, trustee or guard.i.an acting under this
rs•nruw
igh Street
ne, PA instrument, in his/her absolute discretion:
;a) To retain in the form received, or to ss,ll either
7
at public or private sale any real ar ~p~c~vi.a~ rsW.r_~--_, ..
(bJ To er_ercise any options to subscribe for stocks,
bonds, or other investments;
(c) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of an
corporation in which my estate or any trust may hold stoc4_~,
bonds or other securities;
(d) To sell, transfer, convey, mortgage, pledge, lease
or exchange any property, real or personal, which at any tin
may form part of my estate, for the payment of debts or
tares, or for any purpose of administration or distributior;,
for such prices and upon such terms as they, in their sole
discretion, may deem wise, and to execute and deliver deeds
of conveyance or transfer thereof;
(e) To make settlements and compromises on such terms
1
~~;
v ~
~ ~ ~~
~,~
SAIDIS
7FF, FLOWER
LINDSAY
TORNEYS•AT•LAW
W. High Street
Carlisle, PA
as they, in their sole discretion may deem wise without the
necessity of obtaining any court approval thereof;
(f) To make distribution hereunder either in cash or
kind, as they, in their sole discretion may deem wise.
EIGHTH
S do hereby nominate, constitute and appoint my wife, CAROLE
D. JONES, to act as Execntrir„ of this my Last Will and Testament
Provided, however, that if she is unwilling or unable tc~ act as
_____ _ _
Ezecutrir, I direct the d uties of Alternate Execu'Cb r. be perruin,o ~.
by BRADLEY R. JONES.
NINTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their dud e
in any jurisdiction.
IN WITNESS WHEREOF, I, CLIFFORD L. JONES have hereunto set
SAIDIS
FF, FLOWER
LINDSAY
7RNEY5•AT•LAW
H'. High Street
~arlisle, PA
hand and seal to this my Last Will and Testament, consisting of
eight typewritten pages, the first seven of which bear my
I
signature in the margin for identification, this /%~day of
~,°; !';; ~ !, ~ 2005.
Signed, sealed, published and declared by the above-name
Testator, CLIFFORD L. JONES, as and for his Last: Wili an
Testament in the presence of us, who have hereunto subscribed ou
names at his request as witnesses thereto, in the presence of sai
Testator and of each other.
_ .:,
i
,~- -~~11~ti~ "~?~t~~~ _ _ADDRESS r~~l~~)`t.Zr~'~~ `Pub(I__----
llvl
~~ l~~tLGJ ~~~~ ~ c ~`1~'~l
~ ~
,~ ~~ty~~~~ ADDP.ESS ,.~ 1 C~~"1 ~.~<,y Lc. ~-- >-1•
-~ -.
y
COUNTY OF CUMBERLANLl
We,y'q~lifford L. Jones, ~{2,p~ (4 ~_ and
,3/ N~l~~ the Testator and witnesses, respectively
whose names are signed to the foregoing or attached instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument
es his Last Will and Testament and that he signed willingly and
that he executed as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator signed the Will as
witnesses and that to the best of their knowledge the Testator
was at the time eighteen (18) or more years of age, of sound mind
and under no constraint or undue influence.
'~
Clifford 76/. done
A49
witness
\.~ _~ ...
Witness
~AIDIS
P, FLOWER
.INDSAY
tNEYS•AT•LAW
. High Street
irlisle, PA
.Subscribed, sworn to and acknowledged before me by Clifford L
Jones, the Testator, and subscribed to and s orn or affirmed to
i
bef~e me by i ~ S;~L and ~lJfnn f~J~witnesses, this
~J% daV of ~ 2005.
N ary b rc
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sara J. Ensinger, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Oct. 17, 2009
Member, Pennsylvania Association of Notaries
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