HomeMy WebLinkAbout03-19-0915056041114
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~~~ (~Yj b J~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
4000 04132008 05181924
Decedent's Last Name Suffix Decedent's First Name MI
MCCLINTOCK CECIL L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Return 0 2. Supplemental Return Q 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 0 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE C OMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
STEPHEN D. TILEY 717-243-5838
Firm Name (If Applicable)
FREY AND TILEY
First line of address
5 SOUTH HANOVER STREET
Second line of address
City or Post Office State ZIP Code
CARLISLE PA 17013
REGISTER-DF WILLS US~ONLY
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-AT~ FILED
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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 corn lete. Declaration of re arer other tha a ersonal re resentlative is based on all information of which re arer has an knr~owled e.
SIGNr//APE ON RE ~BL'~~ILI ~R'~l,J[i <-~ T ~ ~J'~-"~~~
MICHAEL J. ML'~LINTOCK, 160 ECHO ROAD, CARLISLE PA 17013
SIGNATU F P R OTHER T7HPyN REPRESENTATIVE DATE ~
ADDRESS
STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
~.~. 15056041114 15056041114 ~,
15056042115
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: CECIL L MCCLINTOCK 4000
RECAPITULATION
1. Real estate (Schedule A) ........................................... 1. 5 9 5 0 0. 0 0
2. Stocks and Bonds (Schedule B) .......... . ........................... 2. NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE
4. Mortgages & Notes Receivable (Schedule D) ........................... . 4. NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 5. 3 8 8 5 5 . 8 9
6. Jointly Owned Property (Schedule F) Separate Billing Requested ........ 6. NONE
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested ........ 7 NONE
8. Total Gross Assets (total Lines 1-7) .................................. 8. 9 8 3 5 5. 8 9
9. Funeral Expenses 8 Administrative Costs (Schedule H) ................... 9. 1 O 4 7 9 . 0 O
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. 1 O 2 7 4 . 0 0
11. Total Deductions (total Lines 9 & 10) ................................. 11. 2 O 7 5 3 . 0 0
12. Net Value of Estate (Line 8 minus Line 11) ............................ . 12. 7 7 6 0 2 • 8 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ....................... 13_ 0 . 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13} ....................... 14. 7 7 6 0 2 . 8 9
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at linealratex.o 45 77602.89 1g. 3492.00
17. Amount of Line 14
taxable at sibling rate X • 12
17.
0 • 0 0
18. Amount of Line 14 taxable
at collateral rate X . 15 18. 0 . 0 0
19. TAX DUE .......................................................19.
2p. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042115 15056D42115
3492.00
0
REV-1500 EX Page 3 4000
npredent's Complete Address:
File Number
21-08-0436
DECEDENT'S NAME
CECIL L MCCLINTOCK DECEDENT'S SOCIAL SECURITY NUMBER
4000
STREET ADDRESS
1920 MAPLEWOOD DRIVE
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments $4,000.00
C. Discount 174.60
(1)
3492.00
Total Credits (A + g + C) (2) 4174.60
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4) 682.60
5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5) 0.00
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
f
d Yes
^ No
^
: ......................................
erre
a. retain the use or income of the property trans .
b. retain the right to designate who shall use the property transferred or its income : ................ ^ ^
i
t
t
i ^ 0
; or .....................................................
eres
n
onary
c. retain a revers .
d. receive the promise for life of either payments, benefits or care? ............................ . ^ ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
ti
?
id
^
................................................
on
era
without receiving adequate cons .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . ^ ^X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................... ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for
the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory
requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for
the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half
(4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
217
REV-1502 EX+ (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA I REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cecil L McClintock 21-08-0436
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.
(If more space is needed, insert additional sheets of the same size)
217
REV-1508 EX+(6-98) SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cecil L McClintock 21-08-0436
Include the proceeds of litigation and the date the proceeds were received by the estate.
All roe 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER _ DESCRIPTION OF DEATH
1 Sovereign Bank, Checking #1691029548 $4,801.00
2 Sovereign Bank, MMA #1694059758 $14,444.00
3 2007 Saturn Vue Automobile -sold to Tonya R. Stoner $13,000
4 Tractor $400
5 Household Items-Bedroom Suite $400.00
6 Household Items, Living Room Suite $400.00
7 Miscellaneous Household Items $200.00
8. US Treasury Stimulus $585.89
9. Coins $2,873.00
10. Old Pistol $155.00
11. Household items sold to Kimberly Black $45.00
12. Hand gun $52.00
13. Proceeds from prior sale of restaurant by Mike McCormick $1,500.00
TOTAL (Also enter on line 5, Recapitulation) $ ~ 38,856
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Cecil L McClintock 21-08-0436
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Inc., Funeral Services 4,753
2. Georges' Flowers, Funeral Services 53
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
2.
3.
4.
5.
6.
7.
8.
9.
10.
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal, Advertising
The Sentinel, Advertising
Register of Will, Filing Fee
Short Certificate
TOTAL (Also enter on line 9, Recapitulation) ~ $
(If more space is needed, insert additional sheets of the same size)
Zip
Zip
5.130
298
75
151
15
4
10.479
REV-1512 EX+(12-03)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, ~ LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cecil L McClintock 21-08-0436
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1.
The Sentinel, newspaper delivery 74
2. Capital-10, Cemetery Plot 2,842
3. Foremost Insurance Company, Policy 349
4. Pinker & Associates, Medical 12
5. Masland Associates, Medical 38
6. Little's Gas, Miscellaneous 13
7. U. S. Post Office, Miscellaneous 34
8. York Waste, Miscellaneous -17
9. Sipes, Tractor Repairs 59
10. North Middleton Authority, Util:Water 327
11. Embarq, Telephone 53
12. Direct Tv, Util:Cable -9
13. PPL, Util:Gas or Electricity 333
14. Robin K. Sollenberg, tax collector 578
15. Orrstown Bank, Check Book 20
16. State Farm Auto Insurance Company,Policy #94 0757-602-38C -152
17. Ben Stine, Repair Furnace and water leaks 210
18. RE/Max 1st Advantage, real estate commission 1,810
19. Cavalry Realty, LLC, real estate commission 1,760
20. Transaction Fee, RE/Max 1st Advantage 250
21. Notary Fee 15
22. City/County Tax/Stamps 595
23. Tax Cert. Reimbursement to Abstract Land Associates, Inc. 5
24. Final Sewer to North Middleton Authority 1,075
TOTAL (Also enter on line 10, Recapitulation) $ 10,274
(If more space is needed, insert additional sheets of the same size)
217
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cecil L McClintock 21-08-0436
RELATIONSHIP TO DECEDENT AMOUNT Oft SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Michael J. McClintock, 160 Echo Road, Carlisle PA 17013 Son 25% residue of the estate
2. Stephen A. McClintock, 240 Pine Grove Road, Gardners PA 17324 Son 25% residue of the estate
3. Linda Jean Russell, 2003 Douglas Drive, Carlisle PA 17013 Daughter 25% residue of the estate
4. Roxie C. Lybrand, 4524 Linden Avenue, Mechanicsburg PA 17055 Daughter 25% residue of the estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
I I. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 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 I $ ~
(If more space is needed, insert additional sheets of the same size)
Fa
A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
Abstract Land Associates, Inc.
3912 Market Street
Camp Hill, PA 17011
(717)763-1450
FINAL
B. TYPE OF LOAN
1. ^ FHA 2. ~ FMttA 3. QCONV. UNIN:
4. ^ VA 5. ~ CONV. INS.
6. ESCROW FILE NUMBER: 7. LOAN NUMBER:
00915461-001 MAZ
8. MORTGAGE INSURANCE CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(P.O.C.)" were paid outside the dosing; they a2 shown here for informational purposes and are not included in the totals.
D. NAME OF BORROWER: RO9ef A. HOIt and Marna L. HOIt
ADDRESS OF BORROWER: 602 HUntIn9tOn AVenUe
Enola. PA 17025
E. NAME OF SELLER: Estate Of CeCll L. MCCIIntOCk
ADDRESS OF SELLER:
F. NAME OF LENDER:
ADDRESS OF LENDER:
G. PROPERTY LOCATION: 1920 MapleWOOd DfIVe
Carlisle, PA 17013
Cumberland County 29-16-1094-224A
Parcel#29-16-1094-224A
H. SETTLEMENT AGENT: AbStraCt Land ASSOCIateS, InC.
PLacE of SETTLEMENT: 3912 Market Street, Camp Hill, PA 17011
I. SETTLEMENT DATE: 1/29/2009 PRORATION DATE: DISBURSEMENT DATE: 1/29/2009
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER`S TRANSACTION
100. GROSSAMOUNTDUEFROM60RROW):R: ~ 100: GROSSAMOUNT'DUET03ELLER: ___~,
101. Contract Sales Price 59,500.00 401. Contract Sales Price 59,500.00
102. Personal Property 402. PersonalProperty
103. Settlement charges to Borrower (line 1400) 1,235.38 403.
104. 404.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. Ciry/Town Taxes 406. Ci /Town Taxes
107. County Taxes 407. Coun Taxes
108. Assessments 408. Assessments
109. School faze 01/29/09 to 06/30/09 260.71 409. School faze 01129!09 to 06130109 260.71
110. 410.
111. 411.
112. 412.
113. 413.
114. 414.
115. 415.
120. GROSS AMOUNT DUE FROM BORROWER: 60,996,09 420. GROSS AMOUNT DUE TO SELLER: 59,760.71
100. AMOUNTSPAfO BY;:GRIN BEHALF OF BORROWER 500:<REDUCTIONS IN AMOUNTDUE TO SELLER-
201. Deposit or earnest money 1,000.00 ' 501. Excess deposit (see instructions)
202. Principal amount of new loan(s) 502. Settlement efiarges to Seller (line 1400) 5,510.18
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206. 506.
207. 507.
208. 508.
209. 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Ciry/Town Taxes 510. Ci rrown Taxes
211. County Taxes 01/01/09 rn 01/29!09 14.42 511. County Taxes 01/01/09 to 01!29/09 14.42
212. Assessments 512. Assessments
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYfFOR BORROWER: 1,014.42 520. TOTAL REDUCTIONS IN AMOUNT DUE SELLER: 5,524,60
300.-°CASHATSETTLEMENT'FRONtITOBORROWER:. - 600.'CASHATSETTLEMENTTOIFROfASELLER:
- - - -~~
301. Gross amount due from Borrower (line 120) 60,996.09 601. Gross amount due to Seller (line 4201 59,760.71
302. Less amount paid by/for Borrower (line 220) 1,014.42 602. Less reduction in amount due Seller (line 5201 5,524.60
303. CASH (~ FROM) ( ^ TO) BORROWER: 59,981.67 603. CASH (^ FROM) (®70) SELLER: 54,236.11
L. SETTLEMENT CHARGES ESC.°OW FILE N!. Y9FR: 0n915dBt not MAC __ - _
~?700,.,TOTAL SALES/@RQI<FR5 COMMISSgN: ___ _ F.O.C.... - . _1
&4SED ON PRICES 59,500.00 C~ 6.000%= $3,570.00 PAID FROM PAID FROM
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: BORROWERS FUNDS SELLER'S
ATSETTLEMENT FUNDS AT
701. S 1,810.00 to Re/Max 151 Advantage SETTLEMENT
702. S 1,760.00 to Cavalry Realty, LLC
703. Commission paid at settlement 3,570.00
704. Transaction Fee to Re/Max 1st Advantage 250.00
z.>~0.$GI'EMSPAYABLEIN CONNECTION WITH LOAN: - _ __ _ _ P o.c. __-_
801. Loan Origination Fee
802. Loan Discount Fee
803. Appraisal Fee
804. Credit Report
805. Lenders Inspection Fee
806. Mortgage Insurance Application Fee
807. Assumption Fee
808.
809.
810.
811.
X900.1TEMSR@QUIRE~BYLENDERTOBEPAID:INADVANCE: P.o.c.
901. Interest From to @ $ /day io (days)
902. Mortgage Insurance Premium for Month(s) to
903. Hazard Insurance Premium for Years(s) to
904.
905.
1000. RESERVES-DEP0.SITED WITH LENpER:
1001. Hazard Insurance months ~ $ per month
1002. Mortgage Insurance montlrs Q $ per month
1003. City Property Taxes months Q $ per month
1004. County Property Taxes months ~ $ 15.67 per month
1005. Annual Assessments months @ $ per month
1006. months Q $ per month
1007. months(] $ per month
1008. months ~ $ per monN
=:1100. TITLECHARGES:'
c~.o.c. i
1101. Settlement or closing fee
1102. Abstract or title search
1103 Title examination
1104. Titte insurance binder
1105. Document preparation
1106. Notary fees to Settlement Officer 30.00 15.00
1107. Attorney's Fees
(includes above items numbers: )
1108. Title Insurance to Abstract Land Associates, Inc. 556.88
(includes above items numbers: )
1109. Lenders coverage $
1110. Owner's coverage $ 59,500.00
1111. Overnights to Abstract Land Associates, Inc. 15.00
1112.
1113.
"1200. GOVERNMENT RECORDING AND TRANSFER CHARGES: P.O.C, -'
1201. Recording Fees: Deed $ 38.50 Mortgage $ Release $ 38.50
1202. Ci /Count tax/stam s Deed $ 595.00 Mort a e $ 595.00
1203. State tax/stam s Deed $ 595.00 Mort a e $ 595.00
1204.
1205.
`1300. ADDITIONAL SETTLEMENT CHARGES: ---- - --.. -- P:O.C. - - -- -__ -- ---- ---~
1301. Survey - - - - --- -- -- ---
1302. Pest Inspection
1303. Tax Cert. Reimbursement to Abstract Land Associates, Inc. 5.00
1304. Final Sewer to North Middleton Authority 1,075.18
1305.
1306.
1307.
1400. TOTAL SETTLEMENT CHARGES (Enter on line 103,Section J -and -tine 502, Section Iq 1,235.38 5,510.18
1 have careNlly reviewed the HUD-1 Settlement Statement and m the best of ny knowledge and belief, it is a true and aczurate statement of all receipts and d isbursements made on my
account or b~y mein this transadion. I iu rthe~r certify that I have received a copy of the HUD-1 Settlement Statement.
1 tlJi JrP~ ~„ ~j~7y~/1 ~ ~ L
Roger A. Holt _ -y~ / ~ Est to of Cecil L. M cot
~~!I/Ill~ ~~~~G
.Marna L. Holt ~ Borrowers Sellers
The HU61 Settlement Statement wh idt I h prep is a true~~~777nd a cura~ account of this transadion. I have puled or will cause the funds m be disbursed in accordance with this
s ment - /J~,e~~
_ yy\ Settlement Agent ~ 1a~ 109 Date
4bstrac{ Land Associates, Inc.
WARNING: It isacrimetoknowinglymakefalsestatementsmlheUnitedStatesonmisoranysinilarform. Penaltlesupomm~victioncanincludeafineandimprisonment Fordetails
see: Title 18 U.S Code Section 1001 and Sedion 1010.
\ /~// ~
_; ,,~_=: Sovereign BankSM
Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
April 29, 2008
Robert M. Frey
Frey & Tiley
5 South Hanover Street
Carlisle, PA 17013
RE: Estate of Cecil L McClintock
Date of Death: 04/13/08
Dear Robert M. Frey:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
Laurie DiGiandomenico
Team Leader
617-533-1789
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
Cecil L. McClintock
196-14-1809
DATE OF DEATH: April 13, 2008
Account #: 1691029548 Type: Checking Open date: 7/7/2003
In the name of: Cecil L. McClintock (Roxie C. Lybrand POA)
Date of Death Balance: $4,800.34
Int.(YTD) from 1/1/2008 to 3.23.08 $2.21
Accrued interest to date of death: $0.27
Otherlnfo:
Account #: 1694059758 Type: Money Market Open date: 10/17/2007
In the name of: Cecil L. McClintock (Roxie C. Lybrand POA}
Date of Death Balance: $14,413.39
Int.(YTD) from 1/1/2008 to 3/17/2008 $140.80
Accrued interest to date of death: $30.24
Other info: Closed 4/18/08
Account #: 1694301555 Type: Savings Open date: 5/22/2007
In the name of: Cecil L. McClintock
Date of Death Balance: Closed prior
Int.(YTD) from to n/a
Accrued interest to date of death: n/a
Other Info: Closed 10/17/07 $4,466.51
Page 1 of 1
LAST WILL AND TESTAMENT
Or
CECIL L. 1VIcCLINTOCK
I, CECIL L. McCLINTOCK, of North Middleton Township (mailing address: 1920
Maplewood Drive, Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and
disposing mind, memory, and understanding, do hereby make, publish, and declare this as and
for my Last Wil( and Testament, hereby revoking and making void any and all Wills by me at
any time heretofore made.
1. I direct my hereinafter-named Executor to pay all of my just debts and funeral
expenses as soon after my death as may be found convenient to do so. I direct that my funeral
services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, PA
17013, and that my body be interred on my burial lot located in Westminster Cemetery which is
located in North Middleton Township near the Borough of Carlisle, Pennsylvania,
2. I direct that all inheritance, transfer, succession, estate and death taxes which may be
payable on account of my death, including interest and penalties thereon, shall be paid from the
residue of my estate, regardless of whether the assets upon which such taxes are based are
included in my probate estate.
3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and
wheresoever the same may be situate, including all lapsed legacies, I give, devise, and bequeath
in equal shares to my presently surviving four children who are MICHAEL J. NIcCLINTOCK,
STEPHEN A. McCLINTOCI{, LINDA J. RUSSELL, and ROXY C. LYBRAND, but should any
of my presently surviving four children fail to survive me, then the share such child of mine
would have received shall lapse and be divided equally among such of the remaining presently
living children who shall sw-vive me.
4. I hereby nominate, constitute, and appoint my sou, MICHAEL J. McCLINTOCK as
Executor of this my Last Will and Testament, and I further direct he shall not be required to post
any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania
or in any otherjurisdictioi~.
IN WITNESS WHEREOI+, I have hereunt set my ha td and seal to this my Last Will
and Testament written on one (1) page, this / S "'day of ~`~ t~/e ~3- , 2007.
CECIL L. McCLINTO~K
Signed, sealed, published and declared, by CECIL L. McCLINTOCK the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his
request, and ul the presence of each other, have hereunto subscribed our names as attesting
witnesses. ~ _
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