HomeMy WebLinkAbout03-15-09
J 15056051058
REV 1500 EX foe-DS)
PA Depadment of Revenue
Bureau of Individual Taxes OFFICIAL USE ONLY
County Code Year Flle Number
Po Box zaosol INHERITANCE TAX RETURN
Hamsburg, Pq 17128-0681
ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT 21 08 00221
Social Security Number Date of Death
- Date of Birth
187-16-4098 02/26/2008
11/25/1918
Decedents Las[ Name
McCALL Suffix
Decedents First Name MI
Mary Catheri •~e
(If Applicable) Enter Surviving Spouse's Information Below -
Spouse's Last Name
Suffix
SPOUSe's Frst Name
..._ MI.
Spouse's Social Securty Number -- - -- - _.
FILL INAPPROPRIATE OVALS BELOW
~C!": 1. Original Return
<;.,;? 4. Limited Estate
'.~: 6. Decedent Died Testate
(Attach Copy of Will)
......, 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~....._. 2. Supplemental Return
;.;: r 4a. Future Interest Compromise (date of
death after l2-72-82)
...-.. 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
.._.., 70. Spousal Poverty Credit (date of death
between 12-37-91 and 1-1-96)
..._.., 3. Remainder Return (date of death
prior to 12-13-82)
.'.:.na 5. Federal Estate Tax Return Required
~. _. 8. Total Number of Safe Deposit Boxes
`:.:: ~? 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
N
...,~.nr=urvrvutn I -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIONS
Name
L
E DIRECT~rO
~ - ,'
Lisa Marie Coyne - - - - - Daytime Telephone fdur
pr ~. I ~ '. ,;
(717) 737-0464 -- ~;? :.u ` ' ~ i
--
Firm Name (If Applicable) - -- -. - . m_ ~: -,
Coyne & Coyne, P.C.
REGISTER OF YV/blS $SE ONL9- " _~
~
Fvst line of address ~ ~ r-~
-~ ~ `•I ~
-
~~-~
-. ~ ._, .T
3901 Market Street ~ s ',-i
Second
line ofaddress --- =~~t
.. J
City or Post Office - - - - '.
Stale ZIP Code _... DATE FILEU
Camp Hill __
_. PA 17011-4227
Correspondent's a-mail address: II$a OCCOyneandCOyne.COm
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 of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA''T~U~R/Eg OF PER501J RESPO SIBLE FOR FILING RETURN
/~JLZ L///_J)p ~ / DATE
ADDRESS i.14%tL-.C"'-_- -. J.~ {~ ... (74
_.-
__
-_ -__ - _
Mary Jo errick 227 Briggs Street, Harrisburg, PA 17112
- _
SIGN RE OR PARER O ~R THAN REPRESENTATIVE
iC Lt.~ -. DATE -.. __..-
A -ss- -- -----' __._._._.- --- 1-/z rq_ __
- - - -
i Marie Coyne, 390 Market Street, Camp Hill, PA 17011-4227
PLEASE USE ORIGINAL FORM ONLY
L. 15056051058
Side 1
15056051058
V~~(j
~~
~~\ ~
~o~ ~ ~~
~~ ~
~~
,~
.J 15056052059
REV-1500 EX
Mary Catheri
D Decedent's Social Security Number
ecedents Name
McCALL
....___ ,.__...
."'-~ '
187-16-4098
"""""_.'° `
RECAPITULATION
1. Real estate (Schedule A).. ......... '
1 165,000.00
2. Stocks and Bonds (Schedule B) .......
.. ~ "~"~~
........ ......... ..... .... 2 17,172 52
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 " " ~ ""
307,500.10.
6. Jointly Owned Property (Schedule F) ?:::r? Separate Billing Requested . 6
...
7. Inter-Vivos Transfers $ Miscellaneous Non-Probate Property ...
~ ~
(Schedule G) r°.t'.,r Separate Billing Requested..... ... 7. "
119,191 63
8. Total Gross Assets (total Lines 1 7) .... -
"" ~ s 608,864.25.
9. Funeral Expenses $ Administrative Costs (Schedule H) " " ~ ~ ~~~'
.
~~'~" ~' 9 63,546.36
10. Debts o/ Decedent, Mortgage Liabilities, $ Liens (Schedule I) ............ 10
. ...
772 27
11. Total Deductions (total Lines 9 8 10) ""
....
. .......................... ... 11 64,318.63
12. Net Value of Estate (Line 8 minus Line 11)
.........
""""~"""...... ..
13. Charitable and Governmental Bequests/Sec 9113 Trusts /or which
. .. 12
544,545.62
-- '
an election to tax has not been made (Schedule J) ................. 13
.... ...
.
436,052.66
14. Net Value Subject [o Tax (Line 12 minus Line 13) "
...
_,._
TAX COMPUTATION ~ ~ ~ ~~~~ ~~
SEE INSTRUCTIONS FOR APPLICABLE RATES
14
--°
108,492.96
-
~ ~ ~ "` ~-` "-
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 -- - - --
(a)(1.2) X .0_
16. Amount o(Line 14 taxable "- - -~ .-. _ ". 15.
at lineal rate X .0 ""
_
17. Amount o/ Line 14 taxable ~ ...._ .._.__ ___.
76.
__. ._..
at sihling rate X .12 ~ - '
18. Amount of Line 14 taxable -"" -. ... _.. ._, 17.
""_
at collateral rate x .15 108,492 96 16 16,273 94 '..
19. TAX DUE .....
......... ............... ~
.. i9. ~."."" ". 16,273.94 "
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~;:
L 15056052059 Side 2
15056052059
REV-1500 EX Paye 3
Fha Number
Decedent's Co
l
mp
ete Address:
21 ' 08 1;00221
DECEDENT'S NAME ~~-~-~-~-- :. ,,,.
'
Mary Catheri
McCALL DECEDENTS SOCIAL SECUR ITY NUMBER
_
srREErnoDRESS 187-16-4098
34 Fargreen Road -_ _-
- - --
_- --
CITY - --- _- ---
_
_ srnre --
Camp Hill -- zlP--- - -- _ -
PA 17011-4227
Tax Payments and Credits:
L Tax Due (Page 2 Llne 19)
2. Credits/Payments (1) 16
273.94
A. Spousal Poverty Credit ,
_
__-
.PriorPayments - --~-----
20,000.00
C. Discount -- -- -- -_-.- -_
813.70
_-__--
_
3. InteresUPenalty if applicable Total Credits (A+ g + C) (p) 20
813
70
D. Interest - ,
.
--
E. Penalty -- - -- --- - --
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENTotal InteresUPenalty (D + E) (3)
0.00
Fill in oval on Page 2, Line 20 to request a refund. _
(4)
5. If Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE _ 4,539.76
.
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(58) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING
" P
AN
X IN THE APPR O
RIAT E BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred :......................................................................................
b
i Yes No
....
. reta
n the right to designate who shall use the property transferred or its income :..........................................
t
i
~
0
..
c. re
a
n a reversionary interest; or .................
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
without receiving adequate consideration? ..................................................................... .............
3 ^ (
~
.....................
. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4
Di ^ X
[X]
..............
.
d decedent own an Individual Retirement Account, annuity, or other non-probate propedy 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.
,, ,. ,
For dates of death on or after July 1 1994 and before January 1, t995, the tax rate imposed on the net value of transfers to or for the use of the survlwng spouse
is three (3) percent [72 PS. §9116 (a) (1 1) (i)].
For dates of death on or alter 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 gx~m~r 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 benefciary.
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 (O) percent 172 P.S. §9116(a)(1.2)].
The lax rate imposed on the net value of transfers io 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 far the use of the decedent's siblings is twelve (12) percent 172 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.
i
COMMON WEgLTH OF PENNSYLVgNIq
INHERRgNCE Tq% RETURN
RESIDENT pECEOENT
- --:_ __.-L _
_ _.
ESTATE OF - - - _- -
MCCALL, Mary Catherine
All _. - _-.-__ --..--
SCHEDULE A
REAL ESTATE
--_
__- _ _
FILE NUMBER -
--- 2]-2008
real property owned solely or as a tenant in common must be re orted at fair market value. Fair market value?sldefined 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.
ITEM _. -- ---. _. - _-
- --
NUMBER DESCRIPTION I VALUE AT DATE OF
_-- - -- - _ _ _.. ---.-_. _____ __ DEATH
1 34 Faigreen Rd., Camp Hill, Curuberlaud County, PA
Per Settlement Sheet Attached ] 65,000.00
_ ---
- __
OTAL (Also enter on Line 1, Recapitulation) 165,000.00
' ~ Settlement:Statement
'~~.+ rrrJ !1l lJ1JJ 11
p.c
.I:.geq,~,a. N,yil°• •..~..rr,...- rnr. nw mro.n.n.rF.,.w«.«.ennnrnsenmre.l«w«,..,«wue.llq nnm.n.awnl. r«Lr„m u.rnlYrserviJe. x
mnrtrrNrr~lln r.m je mxo.mrrr^ponoR n.mr.n.wwwwr.N.rwJ.mm.lnc allmAp..nm Jx.. na n.m r.pNrux. n,. c.,.,...q:,lNr+•ne Nnrrrln.n
m11rIN.r T. Y.e..I~v:nJ..l lrn plr.lWT. py 4eu.r. r.uunM6nln.,n\Irn.
VJyl:r rwl'/rM nx rrv FpryV10.INJ Ir41. Rnrrl.gnl IYNtl. TNy IJ NO'.'16114111Fr'IXY.I OI OInV//I. lynltl rY l.l.r. rllp{AW1TrtMx 11 Cv J011er Pr~rVJ.Yev rnrmn V,
Irlrl m.x pn lMKKl lv elnl er.rrrtlF.r y.n.11N11~lnorrl4r YW.IInMr 1
11 N: _ 1 Mal,IrllpFn Jn%~..ylrrnrrY. rr mV.9rntl14pY.nIrAbXwilunNmFnrey_
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V.S. DEPARih1ENT OF HOUSING+nNp UI;pPN DE~C•LOPMENT
fir ruio.~ia p.e
Fim Numhnr; CL99109 FNJAL PgCvEd
TIMFxprnNN. p!1',rlfnnMF zlrNn vrlmad (IGIPOOGB o10_9.AA SC
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,..._ SET7LEMEn1T SETYLEIdE41"f
I.2 Irln -
Imo -..__
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:~.__._..~ ~~ 38,04 lmc _ .. .. ___
1`50_50
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°'EY m. I U n Mp.n
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wn..,.,. L'I~iiRw /pY"'-- ~/LC'aF' Z.{S~ rrp m...rx
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' xFCION iHl6 N N { I~N•l C6lIY L4N VrLlrr)M { ~p mµ Y4W eyrleVf g4ye rY Y elnN WN 1%I
(' N N -11144 LINT ~ l1N 6 !W ptTNLE 6C' ' 1 p4 a ,VDVI 011 ]Irh'
Vi. Ctr4t wCl N eNrr 9LP 4N,010 m ,A I)11 pl, ~I '/`~,~~~p _/` ~~~1'!
' 'FTTLxmcnr c.N! V l.y ..,L `~l~^'lrl (Cl~i
i
SCH{EDDULErB~ ~+
COMMONWEALTH OF PENNSYLVgNIq i STOCKS 8r BONDS
INHEFITgNCE TAX RETUFN
RESIpENT pECEpENT
-._=l. -___-
ESTATE OF _ ---. __ - - _-:-: - -. _ ----
_= - -_ -
- - -=-
CALL, Mary Catherine FILE NUMBER
_. _- __ __ _. _. _. _-- _. - -_. _ _ ~ _ 2] - 2008 0_0221
All property jointly-ownetl with right of survivorship must be disclosed on Schedule F.
ITEM --- - -- _
NUMBER , - DESCRIPTION UNIT VALUE VALUE AT DATEOF
- - DEATH
- --- _
- -
1 ],813.36 shares ofBvergreen Core Bond Fund--Class B (Wachovia Investments
--
I ~Accouat) ~ 9.47 I 17,172.52
I
_ __
__ __ __ _ - - __ L_
--
TOTAL (Also enter on line 2, Recapitulation) - -
17,172.52
ESBBX: Histol'ical Prices for EVERGREEN CORE BOND FD CL B -Yahoo! Finance
• Page 1 of 2
'rahc~u~ .lru;cl h+.itl ~1ore
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Evergreen Core Bond B (ESBBX)
;tip y{ qt ~ ~,~} ~.. tt~ F'!n'* yu On Mar 10: 6.69 10.02 (0.:
ltf F~ # 3~~i dt~~;e~r '~~~'.e~~ /1INEBt'rtSA£1E ,
4 : ~t`~nt~ ~~<t air) trr~;t,~t~. I `
(VU SLiI'{kt9SE7ki~ 1 ~ xmlaaoc sccuaincs ua.!`
Historical Prices
SET DATE RANGE
Gel Historical Prices for: ~~
ADVERTISEMENT
C Daily
Start Date: Feb ,~ 26 2008 '. Eq. lan 1, ~.~ Weekly
2003
End Date: Feb ~: 26 2008 j f Monthly
C Dividends Only
First ~ tarev ~ iVr~xt ~ t.ast
PRICES
Date Open High Low Close Volume Adj
CI
26-Feb-OS 9.96 9.96 9.96 9.96 0 9.47
Close price adjusted for dividends and splits.
First ~ PrErr ~ Next ~ L.asi
!~'~ Download_To Spreadsheet
http://financ~.yahoo.com/q/hp?s=ESBBX&a=01&b=26&c-2008&d=01&e=26&f=2008&g=d 3/10/2009
i
SCHEDULE E
' ~ CASH, BANK DEPOSITS, & MISC.
COMMONWEgLiH OF PENNSYLVANIA PERSOAIAI ppOpCOTv
INHERITANCE TAX RETURN ~~1I'1L f~Il r_L1` 1
RESIDENT DECEDENT
_. -.:f.-_ _ -
_.- _ - -
ESTATE OF - -- _- - --- -
_- - - -- --
- _
CCALL, Mary Catherine ~ FILE NUMBER - -
- - -_ _ __ _ - ---- ~ 21 - 2008 - 00221
- __ _
___
- _--- _
____
--
nclude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
___
ITEM
- --
- --
NUMBER
_..
-..
DESCRIPTION
_. -
VALUE AT DATE OF
1 PSECU - __ _ --._- - _-
-. DEATH
Savings Acct. 267.27
2 PSECU
Certificate of Deposit C-50 1Q001.45
3 PSECU
Certificate of lleposit G55 10,042.65
4 PSECU
Certificate of Deposit C-56 10,033.49
5 PSECU
Certificate of Deposit C-57 ] 0,033.84
6 PSECU
Certificate of Deposit C-58 10,033.49
7 _ 13 U.S. Savings Bonds (Vazious Denominations) Per Attached Inventory
6,173.70
8 Sovereign Bank
Certificate of Deposit No.XXXX916 1 Q028.40
9 Sovereign Bank
Certificate of Deposit No. XXXX452 10,028.81
10 Fulton Bank
Certificate of Deposit No. XXXX106 10,753.97
11 Fulton Bank
Certificate of Deposit No. XXXX752 10,000.00
12 Wachovia Bank ,
Certificate of Deposit No. XXXX2083 10,000.00
13 Wachovia Bank
Certificate of Dcposit No. XXXX 1066 75,000.00
_... _ _ Total of Continuation Schedule(s) 107,614.71
TOTAL (Also enter on Line 5, Recapitulation) 307,500.10
• i SCHEDULE E
CASH; BANK DEPOSITS, & MIS(
°°MM°NWEgLTH°EPENNSVLVgNIq PERSONAL PROPERTY continuE
INHERITgNCE TNX RET°RN
RESIpENT pECE°ENT
ESTATE OF - - _ - --
MCCALL, Maiy Catheriue
(FILE NUMBER
_ 21 - 2008 - 00221
P P __ __- -
Include the proceeds of litigation and the date the proceeds were received by the estate. All ro erty jointly-owned with the right of
survivorship must be disclosed on schedule F.
_. _ _ - -
ITEM _
NUMBER DESCRIPTION ~ VALUE AT DATE OF
__ _.. - --- --- --_ -. -..._ -_-.. DEATH
14 ~ Wachovaa Bank --- -- - _
Checking Account No. XXXX0335 i 17,4$8.32
15 '~ Wachovia Bank
Checking Account No. XXXX4365
16 Misc. Personalty and Pumiture--Per Attached Iuvenlory and Appraisal
104,352.71
3,262.00
Page 2 of Schedule E
Sovereign Bank
ESTATE OF Mary C. McCall
SOCIAL SECUI2I'fY #: 187-16-4098
DATI+~ OP DEATH: February 26 200x
'Account #: ] 6x5209916 Type:. C1
In the name of: Maty Catherine McCall (Mary 1 Sheri~clc
llate of-Death Balance:
Ltt.(Y'fD) fhom 1/1/2008 to
Accrued interest to date of death:
Otherlnfo:
Account#: 1685271452 Type:
In the name of: Mary Cath~nne McCall (7
llate ofDeath ,Balance:
int.(YTll) from 1/1/2008 to
Accrued interest to date of death: _
Otherlnfo:
' ~ ,7
Open date: 1/27/2000
$10,000.00
]/31/2008 $32.61 a
$28.40
CD Open date: 1/x/2000
4aiy .l. Sherriclc YOA)
$10,000.00
1/31/2008 $33.09
~zx.x i
Page 1 of 1
~.~
LISTENING.
March 14, 2008
Coyne c~ Coyne, P.C.
3901 Market StrecC
CamtlHill, Pennsylvania 170ll
DBar Ms. Coyne:
'~~~,6'; I 0 ;'I.I't;
~l,(i
RE: Mary Catherine McCall, deceased February 26, 2008
L~ response to your recent inquiry concerning the accounts niaiutaiued in the name of
tike decedent, plca~se be advised that the followuig accounts were open at the date of death:
nA~rr or nEA~'n ncc
CDid BALANCE IN1' RACE OPEN 12OLL OVER D1A'1'ORl'CY
022-0114106 $10,753.97 $20.97 4.74% 8/11/1)99 - 8/11/2007 8/ll/2008
022-0151752 $10,000.00 $37.05 4.50% 12/27/2001 12/27/2006 12/27/2011
* above 2 CD's are in her name only with Miry .Io Sherrick as Yower of Attorney.
if you should have airy further questions, please do not hesitate to contact me aC (717)
291-2437.
Very truly yours,
.>arcn D. ;:illega,
Credit tuquiryProcessor
`"'a a
~t71s illil)i (lJ+dii)^ [ g1~Y7 a'Biii`~ .i ~ fYh€t~'t~f ~ a$ ~Pfl Sifk;. C(14.!(~'E;Sy
°7 ~fi=i ` ~ ~.'C) yrt,;Lli AU °ld4A., r.:%r ~ S tnY ~§r pf r{API Fu ~'t~~^~EIYI~P) i°3tL f3lIEY.
tai) li^tl~f Uli 1. 6~7i~ (^s n ~DfYA4(: d~~+ [. ,4 RL?] Ei ~#. B4Y C14 ~6S nl'a'iC.&Y°i.
lily Rj?d 4{.Mp ZIlBtsIR e ~ i33': ~ ~, 1~';`f,':9: L i I ~uiti>';,"i:P 1111 81 Rh~ Z'i0t'dCf:.
~'ultoxxl3axx>i~.
nr. rcn~s nxn si~u LI STF~ N I N G-
P O E3ox 4887 Lancaster, PA 1760!1
fulronbank.com ~ 1 800 FUTON 4
March 7, 2008
Account #k 0187XXXXXX
LISA MARL' COI'1YL
C/O COYNIi & COYNr
3907 MARICi,T' ST
CAMP HILL, PA 17011-4227
llcar MS. COYNl:
The following is fhe status of MARY C. MCCALL's
account w ith PSECU ay of the date oCdeath.
Joint Owner's Name NONL
llate of Death 02.26.2008
Date ofl3irth 11.25.1915
Share Description
S O1 Regular Shares Open date
02
24
1999 13alauce Accrued llivideud
S 04 Checking .
.
02
24
1999 $ 267.05
~ 022
C 50 60 Month Certificate .
.
02.24
1999 0.00 0.00
C 55 60 Month Certificate . 10,000.00 1
45
C 56 36 Month Certificate 01.16.2001 10,009.81 .
32
84
C 57 60 Month Certificate 04.06.2001 10,000.00 .
33
49
C 58 60 Month Certificate 09.03.2002 10,000.00 .
33
84
12,12.2002 10,000.00 .
33.49
"Che dividend earned tcom January 1, 2008 [In~ough ttie date of death was $358.81. The decedent had no loans witL
us. We do not have safe deposit boxes for our members,
if you have any questions, please call 234-5484 in Harrisburg or our toll-free number, (800) 237-7328, At the menu
prompt, cuter 6 and theu extension 2227.
Sincer°.ly,
L/, j/ o
N~~li.vl ~?-~~
Mcacie Pair
Member Service Representative
I'iua uce Support Uuit
_ Muln Address.ICiedrt Umon Place llarnsbv q~~A l~1~10~290t~t71~n4pq 8484 8~00237~7328~
Maihn Addross PO Box 67013, ~Harnsb~u~ pq ~7~067013 717:7772100, -wwm psecu.comI
'~ lh s tied I un o~ is federolly insu ad by the N~ lio ie~Credit U ion Adm nishohon E ual O y' ~~--_- _,._(1-DD~ • E300 472 1967 (TDD)
, ,ission 3/10/200a 4:25 PM PAGL^ 2/003 Fax Server
'Y~'i"iLi~~~
WacLovia Bank N.A.
Balance Cmrfimmlima Services
Y O Box 40028
Roata~ke, VA 24622-7313
MarcL 1 b, 200}3
COYNE & COYNI;
A"L"1'N: LISA lYL1RIE COYNE
ATTO1tNF,YS A'1' LAW
3901 nB1RKET STREET
cAl`u~ ItII,L, rA J~or t
Referenoelll: 2370902
SUB ILCT: Verification / Contilma6on of Account and Balance Information yrovided Tor:
Casfunrert MARY CA'I'I~F.RINE MCCALL (SSNR XXX-XX-4048)
Tale of I)eathl February 26, 2008 _
Deoosit Account Information
Acuaunl Account Date of Dealb Average Dale Malmity lnleresl Accrued 17D Dale
Type Number balance balance' Oyened Dale Rale inleresl Inlereal Pall Clnsed
CER'C[P~LCA'fE i)F XXX:CXXXX7c7:X2053 SIQWO Op 8/22/2005 2.228009 324.67 328.33
DP.POSIT
LEGAf.I17LL: MART' CAI}~RINE MCCALL
POA -MARY 70 S}IERRICK
CT KI'1PiC ATE OP XXXXXXXXXXX]W6 575•WO.00 6/13/2006 4/178008 584.96 5776.54
DEPOSI'L
LEGAL TITLE: MARY CATHERINE MCCALL
YOA~MARY J09HERRICK
CHGCI:ING' XXXXXXXXX0335 517,48$.32 5/15/1973 50,07 50,15
LEGALTI7LE: MARY CAII#E.RINE MCCALL.
POA -MARY' ]0 SI-IEIiRICK
CHECffiNCi XXXXXXXXX4365 5104,352.71 9/23/2002 513.12 5286.98 2i252W8
LEGAL'fITLE.MARY CATHERINE MCCALL -
YOA - M ARY l V SHRRiUCK
CLOSING BALANCL•: 5104369.10
~... ..vvv 2,pJ cct rnuc J/VVJ rctX JCl'VCL'
~ CHECKING
XXXXXXXXXl522
RefemmelD: 23709171
545,124J9 AR61200h 54.19 5195.89 2t28/2W8
LGGAL TffLL; MARY CATHERIN[MCCA[,L
POA -MARL' IO SHLRRICK
C~LO8ING RALANC& 5h5130.09
Revolrnle Credit Llforn7aliou
Acconal Aecnuat Dnte ofDenlb Crrdit ITale Date
TSDe Number Bulnnce limes Legal Tille
Limit Gpenal ' Cloeul Late
VISA XXXXRXXXXXXX8351
I MI1NA -12evofviig crnlit accounts ;ue no Ion cr anviced b Wacbwia Bank. Pleise comacl MBNA at SOQp7-
g Y 9131.
Other Arcomtt Information
Aceom:t Aeconaf Date of Balance Dn4
T SDe Number Date LaJger Cullec[al
ODened Closed
SAFE DEFOSII XXRXXXRXX07h0
BOX. 7/30/1999
LEGALITCLF,: MARY CATH731tINE MCA:ALL
LOCAIlGN:
3205 TINNllLE RD.
CAMP NIL7., YA 7701 I
717-737-3 h97
CAP, EROKERAGE and SELb'-DIRECTED IRA ACCOUNTS IIAVE BEEN CONVERTED TO WACILOVIA SECURfTIPS.
YOUR REQUEST HAS KEEN FORWARDED FOR PROCESSING and }VILE ISE iVIAILED UNllF,R SEPARATE. COVER.
hOR QUL:S1'IONS ItEGA1tD1NG CAl', BROKEitAGE, or SCLF-DIRECTED IItA ACCOUNTS
I!I,EASE CALL WACIIOVIA SECURITIES at 1-RG6-874-2717.
"' Date of death balance does not include accrued isteresL
" ] fdale oCdeath ca:.currs on a weekuul or a holiday, date of deals bal:mce does not include any lransacliw7s lhal were
made during drat lime period.
Q~
Teresa Bcsmett
Servieenler Associate
Plwne: (540)563-7323
LI; Ib
CLAUDE C. INOL~E & ASSOCIATES
AUCTIONEERS & APPRAISERS
F.fMLLY OWNED SINCE /970
2009 LINCOLN STREET CAMP HILL, PA 17011
717-737-0734
~'~"R 2 ~ ~~~'
March 26, 2008
Appraisal for the Estate of Mary C. McCall
34 Fargreen 12oad, Cautp Hi11, PA_17U11
LIVING ROOM
Fur'hat
Persian Laanb coat with feu coll 10.00
ar
Mink stole 35.00
Black synthetic coat 20.00
Blue coat with fur collar 15.00
10.00
Folding card table
Octagon top stated 6.00
Floral motif wing back occasional chair 18.00
End table with Queen Anne le 10.00
gs
Gate leg table 30.00
] 25.00
Mazble base table lamp
Blue sofa (ball ~ claw feet) 15.00
• Coffee table 60.00
End table 45.00
Curio cabinet -poor condition 20.00
75.00
Nair of curio cabvtcts (slant sides)
Light colored wing back chair 160.00
Wooden card table- scratched 20.00
Slant top serpentine desk 50.00
I1Joral motif oil painting 135.00
10.00
Magazine rack
Seth Thomas mantel crock 5.00
Rush seat Wihdsor chair C,`G5.00
Zeroth console TV 12.00
Small table lamp 20.00
2.00
Oval mirror
Small Katastau thrown}gs(2) 25.00 :;
60.00
' CLAUDE C. ~IIOLFE ~ ASSOCIATES
AUCTIONL"ERS & APPRAISERS
FAd27L1' OWNED SINCE 191,0
2009 LINCOLN STREET CAMP HILL, PA 17011
717-737-0734
McCall appraisal
Page 2 of 5
LIVING ROOM - coutiuued
Karastau "Kinnau" (9 X 12) rug
Corner wall mounted kuick-laiack shelf 300.00
Floor lamp 0 2~0a'
Misc. contents of living room 5.(10
20.00
KITCHEN
Table & 3 chairs
HotpointYefrigerator 1Q..00 I
~.~._
DINING AREA
Drop leaf table
Dining morn table & 4 chairs 20.00
Chula cabinet 100.00
Paper slv-odder 1.00.60
Oval rug 10.00
] 0.00
Decorator glasswat~
Pressedglass 200.00
W edgwood pieces 20 00
1\Qisc. glassware 35.00
Unmarkad floral molifpitcher 25.00
].35.00
Misc. Blue Willow dinnerware -13 plates, bowls, cups, etc -chips 1Ei5
00
Heisey pitcher .
Belleek candleholders 15.00
6 Small sierlin silver
g spoons & calve laiife 30.00
.
Misc. silver plated items 45.00
25.00
Mdse. linens
Misc. costume jewelry 35.00
Sterling sIlver brush 20.00
Miser consents of dining area 8.00
25.00
CLAUDE C. 1~60L~E ASSOCIATES
AUCTIQNEERS & APPRAISERS ~~
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET CAMP HILL, PA 17071
717-737-0734
McCall appraisal
Page 3 of 5
REAR BEDROOM
Maple stand-poor condition
Maple s1a~It front desk with bookshelves
Stereo console
33 1/3 Albums
fold-a-bed'
Otton~i
2-Drawer file cabniet
Alarm clock
Pictures
Misc. contents of bedroom
FRONT BEDROOM
6-Piece Broyhill bedroom suite
Cedar chest
Nursing rocker
Misc. table lamps
BASEMENT 12ECI2EATION ROOM
Cabinet-poor condition
Kemnore washer- old
White table
Metal cabinet
Chest ofdrawers -poor condition
2 Painted plank bottom chairs
Kitchen chair
Rugs
8.00
75.00
1.00
2.00
10.00
2.00
12.00
1.00
3.00
5.00
250; 00
X50.06;
20.00
5.00
1.OQ
-~~d~
c20.00 ~~~-~ ~'
..8.00
2.00
4.00
10.00
L00
L00
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE ]910
2009 LINCOLN STREET CM4P HILL, PA 17011
717-73T-0734
McCall appraisal
Page 4 of 5
BASEMEN'P - FU1tNACE ROOM
Potty seat
Metal wardrobe 2.00
Electric ]eafblower 8.00
Shying grass trimmer 1.5.00
Hedge himmcr 2.00
8.00
Garden hose
Walker 1.00
Aluminum cane 1.00
Luggage 1_.00
Seeder 1.00
3.00
Wash tub
I3ath chair 1.00
Almnimm~ stepladder 2.00
Sunbeam electric lawn mower 8'00
Misc. contents of basement 20.00
10.00
GARAGE
Trash cans
Garden hose 7.00
Carpet sweeper 2.00
Cardboard chest -poor condition 1.00
Misc. garden tools 1.-00
4.00
Misc. contents of garage
5.00
' ENCLOSED PATIO
Misc. patio furniture
Misc. Oriental style rugs (3) 35.00
125.00
CLAUQE C. UVOk~E ~ ASSOC9ATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 19J0
2009 LINCOLN STP.EET CAMP HILL, PA 17011
717-737-0734
McCall appraisal
Page 5 of 5
APPRAISAL TOTAL $ 3,2G2.00
This Fau• Market Value appraisal.is true quid correct to the best of my ability as au
auctioneer and appraiser with 35 -years experience.
Member: Certified Appraisers Guild of America
CLAUDE C. WOLFI~ & ASSOCIATES
~, ,
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W. K. Dusty Chapman, CAGA
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:~ ' SCHEDULE G
cvmmo"wEnl_rN Or l=ENNSVLVANw INTER-VIVOS TRANSFERS &
'""ERIr""cErnxREruRN MISC NON-PROBATE PROPERTY
RESIpENT DECEDENT
~_ _ __ 1 _
ESTATE OF - _ - _-- - ___ _
- _- __. -
FILE NUMBER - _
MCCALL, Mary Catherine 2l - 2008 - 00227
_ - -- -
_._ - _. ~ _
_ This schedule must be com leted and filed if th_e_answer_ to any of questions 1 throw h 4 on page 2 is yes.
DESCRIPTION OF PROPERTY T ~ - --- - -- --- --
NUMBER Inclvtle the name of the vansteree, their relationship to tlecetlent antl the date of transfer DATE OF DEATH ~ OF
Auachacopy onhe deed rpr real estate. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE
_. INTEREST UE nPpucnE~El
_... __ __
1 Amenpuse Flex Certificate of Deposit 20,230.96
Benefictaues are Mary Jo Sherrick and Phillip Shemek 20,230.96
j (Niece and Nephew of Deceased)
2 I Ameriprise Mutual Fund
Tax Exempt Bomd Fund-- "A"
Beneficiaries are the Estate of the Deceased, i. e., Reisidual
Charitable ITeirs
3 Ameriptise Mu[ual Fmrd
~'~ Tax Exempt High Interest Fund - "A")
$eneficiares are the Estate of the Deceased, i.e., Residual
Chairitable Heirs
35,287
TOTAL (Also enter on line z RacanH
63,673.65
35,287.02
119,197.63
History:
Apri124, 2008
Raymond X Whfte /Corp/AMPF To Sara R Neagley/Field/AMPF@AMPF
04/24/2008.09:06 AM cc
bcc
Subject Date of Death Values Client ID- 14981308 1 001
4,, This message has been forwarded.
RivarSource Life Insurance Company
RivarSource Funda
Amariprise Certificate Company
Amariprise Brokerage
70'100 Amariprise Financial Canter
Minneapolis, MN 55474
SARA RINDFLEISCH NEAGLEY
STE 103
4 LEMOYNE DR
LEMOYNE, PA 17043-1229
Dear SARA RINDFLEISCH NEAGLEY:
Thank you for your recent inquiry regarding MARY C MC CALL's accounts. These are the values of the accouuts
as of 02/26/2008.
Account Information
Mutual Funds
Account Number
01144362354 8 002
01154362354 7 002
Certificates
Account Number
00804495347 2 001
Mutual Funds
Ownership
Individual - TOD
Individual - TOD
Ownership
Individual - TOD
Account Number Total Value # of shares Asset Value Per Share
01144362354 8 002 $62796.18 ]6871.250
01154362354 7 002 $34822.73 3.71
8259.960 4.20
Certificates
Account Number Total Value
00804495347 2 001 $20075.41
The date of death values provided aze for estate tax purposes and are not a valne to be paid. Accounts may be
. ; , ~ SCHEDULE H
• COMMONWEALTH OFPENNSVLVANIq FUNERALEXPENSES&
INHERITANCE TAX RETURN AMIIII~IIC~TpATp /C /~/1Q`r•p
ftE51DENT DECEDENT I'Y.JIYr /~r ~1 r IV~r ~YG NVJ ~ J
_-_ L.
ESTATE OF
MCCALL, Mary Catherine
Debts of decedent must be reported on Schedule I.
_. _-_.
I --- - --. __. _. _. _-.. _
ITEM _ - _- __ - -- --_.
NUMBER DESCRIPTION
A. ,FUNERAL EXPENSES:
1. Neill Fwteral Home
2. i Reception
3.
4.
Honorarium
headstone Engraving
B. I' ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Mary Jo Sberrick
Soclal Security Number(s) / EIN Number of Personal Representative(s):
--
-- -_
FILE NUMBER
21 - 2008 - 00221
AMOUNT
10,179.32
246.63
200.00
200.00
12,500.00
Street Address 227 Briggs Street ~
- City HaiTisbucg State PA Zip 17112
it Year(s) Commission paid 2009 '
2. Attorney's Fees Coyne & Coyne, P.C. 25,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
' Claimant
'' Street Address
_ City Stale Zip
I Relationship of Claimant to Decedent
4. '~ Probate Fees Register of Wills I 314.00
5. !, Accountant's Fees Boyex & Ritter 900.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs
I Postage
41.00
2 Legal Advertisement-- Cumberland Law Journal 75.00
Total of Continuation Schedule(s) 13,890.41
__... I -.. _.
- - - r. ---- - ______
TOTAL (Also enter on line 9, Recapitulation) i 63,54636
{ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCC TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MCCALL, Maiy Catherine
3 Legal Advartisemeut-- Patriot News
Schedule H
Futletal Exper>ses &
Administrative Casts continued
FILE NUMBER
-- -- - 21 - 2008 0022 ]
- _ _
-- I
134.31
4 ~ Inheritance Tax Filhrg Pee
5 ~ Reserves
6 Real Estate Taxes
7 ~ Jerry Sweeten Lawn Care
8 ~ PAWC
9 Claude Wolfe 3z Associates-- Appraisal of Personalty
] 0 ~ Rey Woof Appaisals-- Real Estate
11 PP~L
12 ~ PSERS--Refund of Overpayment of Pension
13 ~ Yard Signs for House
14 ~ Lazm' Total Lawn Care
15 Duty's Locksmith
16 i Penn Pest-- Termite Treatment for Sale of House
17 ~ Bank Fessand Checks
18 ~ Closh~g Costs for Sale of house
19 ~ Brokers Connnissions
20 ~ Recoupment from Met[,ife Aimuity post death payment
21 '~ Income "faxes Owed
15.00
5,000.00
423.86
15.00
82.00
225.00
300.00
40.00
1,813.56
22.86
1)7.00
90.00
1,176.60
50.00
1,655.00
500.00
150.22
2,000.00
__.- -_..
Page 2 of Schedule H
• ~ SCHEDULEI
' ° ~ DEBTS OF DECEDENT, MORTGAGE ~
COMM,OERITgNCEOTq%RETURNgNq LIABILITIES, & LIENS
RESIDENT pECEDENT
_.
_
J
_.
_
f_
__
ESTATE OF -- _ -.-.._
- - __ - _. __ - _.
MCCAJ,L, Mary Catherine FILE NUMBER
_.- _. - _- _- -__ _-. _-_ - - -.. -- - 21 - 2008 - 00221
_. --
Include unreimbursed medical expenses. -
__
ITEM -_._ -._- -_. _. -- __.- -..
NUMBER DESCRIPTION
1
South CeutialEMS - - - _
.. -- _ _- - _
--- AMOUNT
_
60.00
2 West Shore Pathology
9.28
3 Associated Cardiologist
1.63
4 James Hartz, MD
50.00
5 West Shore EMS
65136
TOTAL (Also enter on Line 10,Recapitulation) TTy 27
~ COMMONWEAL rH OF PENNSVWANIA SGHEDULE J
INHERITANCE TAx RETURN BENEFICIARIES
_RESIDENT DECEDENT
__ _: r. _- _..__ L __.
___ - _
ESTATE OF
--
MCCALL, Mary Catherine FILE NUMBER
- -- - 21 - 2008 00221
--
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO AMOUNT OR SHARE
- ~ - - - - ~ DECEDENT
_. _--_-__-_-___ OF ESTATE
[, i TAXABLE DISTRIBUTIONS(include outright spousal distributions) _-~-- oo ~t L151Sr`sf°etsl_ __ _ _
1 Mary Jo Sherrick
Cousin
2
3
4
S
~1
1.
2.
3.
4
,ieanne Spitler
i Priiend
Francis Sherrick
Cousin
Philip Sherrick
Cousin
Susan SLoand Christ
Friend
6 Joseph Shen~ick
Cousin
7 ~ Colleen I3urda
Friend
I
(Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she 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
hnmaculata College, Immaculate, PA
Holy Spirit Hospital, Camp HI11, PA
Ow' Lady of The F3lessed Sacriment Church
Plus Specific3D10kI0~0
o f Furniture, etc.
5,000.00
1.0,000.00
30,000.00
5,000.00
5,000.00
20,000.00
43(1,052.66
f i+f HL uF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
--
r
No . 2008- 00221 PA No . 21- 08- 022 7
Estate Of: MARY CATHERINEMCCALL
(WSt Middle, LasU
a/k/a : MARY C. MCCALL
Late Of: EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 187-76-4098
WHEREAS, on the 28th day of February 2008 an instrument dated
February 1st 2006 was admitted to probate as the last will of
MARY CATHERINE MCCALL
lF~rsc Middle, eenl
a/k/a MARY C. MCCALL
late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County,
who died on the 26th day of February 2008 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills .in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that 1" have this day granted Letters TESTAMENTARY to:
MARY JO SHERRICK and LISA MARIE COYNE
who have duly qualified as EXECUTOR(R/X)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
-IN TESTIMONY WHEREOF, I have hereunto set myhand and affixed the seal
of my office on the 28th day of February 2008.
~o ~w,as ~l
~.)~~. ~ °.Q r~
Deputy -" --
**NOTE** ALL NAMES .ABOVE APPEAR
(FIRST, MIDDLE, LAST)
~lF '
I, MARY CATFIERINE McCALL of 34 Fargreen Road, East Pennsboro Township,
land. County, Pemrsylvania, declare this to be my Last Wi11 and revolve any will or codicil
sly- made by me.
ITEM 1: Upon my demise, I direct that my body be released to Neil Funeral Home,
~ Hill, Pennsylvania; and I further provide that there sha11 be no visitation or viewing of
and a Mass of Christian Bruiad is to be celebrated at Our Lady of the Blessed Sacrament
~~j -;
~,
.~ U
z
~' ~
U
rL
~~
Church, Harrisburg, Pennsylvania.
ITEM 2: I direct that my body be buried in my burial lot at the Hoiy Cross
Cemetery, 4075 Derry Street, Harrisbwg, Dauphin County, pemisylvania.
ITEM 3: I direct that all taxes and interest and penalties thereon that may be
.121 North Third Street, Harrisburg, Dauphin County, Pennsylvania 17100.
1
sed in consequence of my death, of whatever nature and by whatever jurisdiction imposed,
be paid from myresiduary- estate as apart of the expense of the administration. of my Estate.
ITEM 4: I give, devise and bequeath the following:
(a) Five Thousand Dollars ($5,000.00) to Our Lady of the Blessed Sacrament Church,
i,
r
(b) Five Hundred Dollars ($500.00) to Our Lady of the Blessed Sacrament Church,
21 North Third Street, Harrisbm~g, Dauphin County, Pennsylvania 17110 for Masses for the
Family.
(c) Pive Thousand Dollars ($5,000.00) to Immaculata College, Immaculata,
lvania 19345.
(d) Five Thousand Dollars ($5,000.00) to the Bishop McDevitt High School
cholarship Fund for needy students, Harrisburg, Dauphin County, Pennsylvania 1?100.
(e) Five Thousand Dollars ($5,000.00) to the Holy Spirit_Hospital, Camp Hi11,
County, Pennsylvania 17100
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I direct that all of the above gifts shall be paid in full before any payment of the gifts
fter sef forth. Fiuther, I order and direct that my bequests to Our Lady of the Blessed
Church in the amount of Five Thousand Dollars ($5,000.00) shall have priority before
Ling any balance among the remainder of flee above noted bequests.
ITEa M 5: I give and bequeath the following items to Mary Josephine Shenick of 227
s Street, Harrisburg, Dauphin County, Peiuisylvania 17057 provided she elects to have
items or otherwise they will become part of the residue of the estate:
(a) My jewelry which includes my diamond. ring and my sapphire ring;
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(b) A11 contents of my dining room, including my dining room table and chairs; curio
cabinets and its contents, which are marked as No. 1, 2 and 3;
(c) All mypersonal effects;
(d) My floral wing chair and the oriental rug located in my living room
IT1a M 6: I give and bequeath the following amounts to:
(a) Five Thousand Dollars ($5,000.00) to Philip Brown of 503 East Marble Street,
Cumberland County, Pennsylvania 17055.
(b) Five Thousand Dollars ($5,000.00) to Jeanne Spitler of 1171 Hillsdale Drive,
Dauphin County, Pennsylvania 17057.
(c) Ten Thousand Dollars ($10,000.00) to Francis Sherrick oP 227 Briggs Street,
Dauphin County, Pemnsylvania 17102.
(d) Twenty Thousand Dollars ($20,000.00) to Philip Sherzick of 227 Briggs Street,
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tiarnsburg, Dauphin Counts, Pennsylvania 17102.
(e) Twenty Thousand Dollars ($20,000.00) Mary Joseplrine Sherriclc, c/o 227 Briggs
Harrisburg, Dauphin County, Pennsylvania.
(~ Five Thousand Dollars ($5,000.00) to Susan Sloahd Christ of 6209 Edgeware
Mechanicsburg, Cumberland County, Pennsylvania:
(g) Five Thousand ($5,000.00) to Joseph Shen~ick of 1520 Vista Drive, Harrisburg,
)auphin Coiuity, Penmsylvania 17112.
(h) Five Thousand Dollars ($20,000.00) to Colleen Burda of R. D. #2, Box 298,
Road, New Bloomfield, Pennsylvania 17068.
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ITEM 7: I give, devise and bequeath all of the rest, residue and remainder of my
of every nature and wheresoever situate, together with all hisurance thereon, in equal
to the following:
(a) Our Lady of the Blessed Sacrament Church, Harrisburg, Dauphin County,
Yeimsylvania;
(b) Holy Spirit Hospital, Camp Hill, Cumberland County, Penmsylvania; and
(c) Im~naculata College, Inunaculata, Pennsylvania.
ITEM 8: Until dishibuted, no gift or beneficial interest shall be subject to
or voluntary or involuntary alienation.
ITEM 9: I authorize my Co-Executors, hereinafter named, to convert any and all of
property, real, personal or mixed, to cash, but it is my deshe that no public sale be held. No
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of prices between public sale and private sale need to be made and my Co-Executors
sell for whatever prices they feel are proper.
ITEM 10: I nominate, constitute and appoint MARY JOSEPHINE SI~RRICK of
Briggs Street, Harrisbrug, Dauphin County, Penwsylvania and LISA MARIE COYIVE,
of 3901 Market Street, Camp Hill, Cumberland County, Pennsylvania, Co-Executors
this my Last Wi11. My Co-Executors shall be entitled to a fee for their services regarding the
ninrstration of my Estate.
ITEM 11: I direct that my personal representatives or their successors shall not be
to give bond for the faithful performance of their duties in any jurisdiction.
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ITEM 12: I direct that all specific bequests of personal property be carried out by my
cutors, above named.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to flus, my Last Will
Testament, this ~ day of ~.t~- , 2006.
MARY CATHERINE McCALL
Sigied, sealed, published and declared by the above-named Testahix as and for her Last
ahd Testament in our presence, who, at her request, in her presence and i,n the presence of
other, have hereunto subscribed our names as attesting witnesses.
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]WEALTH OF PENNSYLVANIA )
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OF CUMBERLAND )
We, MARY CATHERINE McCALL, ~.,. s r~. ~~,[ ~~ ~ ~ ~
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~'~-f' i'~t ~ !~t-~-<NUr' ___, the Testatrix and flee witnesses respectively, whose
mes are signed to the attached or foregoing instrument, being first duly sworn, do hereby
Clare to the undersigned authority that the Testatrix signed and executed the instrument as her
st Will and that she had sued willingly, and that she executed it as her free and voluntary act
the purpose therein expressed, and that each of the witnesses, in the presence and hearing of
Testatrix, signed the will as witness and that to the best of her knowledge, the 'Pestatrix was
the time eighteen (18) years of older, of-sound mind and under no constraint or undue
~i~LARY CATHERINE McCALL
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Subscribed, sworn and acknowledged before me ~w~.i, °`
_~c ,._ by
RY CIATHERINE McCALL, the Testatix, and subscribed and sworn toto be~ by
'_4rt G~LF2tic-[+= ~~ and _ p-~-2ms~ dti'~ l~trrr~*v
- ,the witnesses,
J s-~ day of %-,v ~ //c,,. X006.
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Notary Publi (SEAT,)
WNNONYIERLTH OFPEMNSftY1bM
_. - NOTARIAL-SEAL .....
'HENRY F. EQfHE, NOFARY RIHt1C
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1 COURT HOUSE SQ
CARLISLE PA 17013-3330
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COYNE & COYNE, P.C.
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne 3901 Market Street
Lisa Marie Coyne Camp Hill, Pennsylvania (717) 737-0464
John w. Carter 1 70 1 1-422 7 Facsimile (717) 737-5161
www. coynean dco yne. corn
March 12, 2009
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Office of the Register of Wills
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Cumberland County Courthouse ''~ ` ~ ' `'
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One Courthouse Square '__
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Carlisle, PA 17011-4227 ~LJ
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Re: Estate of Mary Catherine McCall
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No. 21-08-0211
Dear Sir or Madam:
We represent the Estate of the Late Mary Catherine McCall.
Enclosed please find an original and three (3) copies of the Inheritance Tax Return for the Estate. Kindly
docket the original and return to me two (2) "clocked-in" copies with the enclosed stamped envelope.
Also enclosed is Estate Check No. 1046 in the amount of $15.00 which represents the filing fee this
Return. Please issue a receipt for this payment.
Thank you for your assistance. If you need other information, please contact me.
Very truly yours,
LMC/amd
Enclosures
Cc: Ms. Mary Jo Sherrick, Co-Executrix
COYNE & COYNE, P.C.
Lisa arie