HomeMy WebLinkAbout09-09-09REV~'SD0 1505507120
EX (ds-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 - 0 0 1
Po Box.2sosol ~ ~ 5
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
164280416 12102008 01302034
Decedent's Last Name Suffix Decedent's First Name MI
LINDSAY FRANCIS M
(If Applicable) Enter Surviving Spouse's Information Beiow
Spouse's Last Name
Spouse's Social Security Number
Suffix Spouse's First Name
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return [] 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
0
® 6 Decedent Died Testate ^ ~ Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy o/Trust)
^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death ^ 11 • Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number t~.s
BRADLEY L GRIFFIE 71724355-~. ~ .,•-,
Firm Name (lf Applicable) tJ~- ~~~' ,~-~'
REGISTER OF WI ~ NLY"~ C ~? ~::~?
GRIFFIE & ASSOCIATES ~ .~~_.,~
~.._. ~ t t~_K r-t~-~
First line of address ~ ~ % ~ ~~ ~~
2 0 0 NORTH HANOVER STREET ~C~~-n ;~ ~.- --~-~
r • e.+•
~~: ~ -~
Second line of address "~~ ~~ f .~:~ ~~";~
~' "r't
DATE FILED
City or Post Office State ZIP Code
CARLISLE PA 17013
Carrespondent'se-mail address: bgriffie@griffielaw.com
Under penalties of perjury, I deGare 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 completes Dec~tion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT R~ OF PER,gCJN REyF'OfJ~tt~t.tyfOR F}I.ING RETUf3pV"" DATE
Douglas Ray Lindsay
8 James DiY~, Newville, PA '17241
SIGN P O N PRESENTATIVE
Bradley L Griffie
Street, Carlisle, PA 17013
DATE
~-/g/a 9'
Side 1
1505607120 1505607120
1505607220
REV-1500 EX
Decedent's Social Security Number
Decedents -vame: LINDSAY , FRANCIS M. 1 6 4 2 8 0 4 1 6
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
81,383.98
2. Stocks and Bonds (Schedule B) ............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages 8~ Notes Receivable (Schedule D) .......................................................... 4.
60,258.47
5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ................ 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 9
5 6 9 0 1
(Schedule G) ^ Separate Billing Requested ............. 7, ,
8. Total Gross Assets (total Lines 1-7) ...............................................
........................ g. 1 5 1, 2 1 1. 4 6
12,422.43
9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9.
4,637.78
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
11. Total Deductions total Lines 9& 10
( ) ......................................................................
11. 1 7, 0 6 0. 2 1
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1 3 4 , 1 5 1 . 2 5
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13.
14. Net Value Sub ect to Tax Line 12 minus Line 13
j ( ) .................................................
14. 1 3 4 , 15 1 . 2 5
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 .00 15.
16. Amount of Line 14 taxable 13 4, 1 5 1 2 5
at lineal rate X .045 16, 6, 0 3 6 8 1
17. Amount of Line 14 taxable
at sibling rate X .12 17•
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ..................................................................................................................... 19. 6, 0 3 6 8 1
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 - 09 - -0015
LINDSAY, FRANCIS M.
STREET ADDRESS
167 C.M.E.
CITY
Newville STATE
PA ZIP
17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
p, Interest
E. Penalty
6,000.00
301.84
Total Credits (A + B + C)
(1) 6,036.81
(2) 6,301.84
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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 the TAX DUE.
A, Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0,00
(4) 265.03
(5)
(5A)
(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: Yes No
a. retain the use or income of the property transferred :.................................................................................. ~ x^
b. retain the right to designate who shall use the property transferred or its income :.................................... ^ Ox
c. retain a reversionary interest; or .................................................................................................................. ^ 0
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? ....................................................................................................................... ^ 0
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 1T 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 exemat 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)]. 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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
ESTATE OF LINDSAY, FRANCIS M. 21 - 09 - -0015
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
1 $1,367.761.761 Shares of PPL Corp Common Stock 41,224.32
$30.14 Share Value (Attachment)
2 Adams Electric Cooperative, Inc. 298.30
Cooperative Membership Value
3 504.0000 Shares of Chevron Corporation common stock 78.4400 share 39,533.76
value (Attachment)
4 Uncashed share disbursement (Chevron) 327.60
TOTAL (Also enter on line 2, Recapitulation) 81,383.98
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF LINDSAY, FRANCIS M. 21 - 09 - -0015
Include 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
DEATH
1 1987 Clayton Mobile Home 8,000.00
Title Number 38951114102 LI
(Private third party sale)
2 Checking Account Number 123412 26,085.00
Adams County National Bank (ACNB) (Attachment)
3 Statement Savings Account Number 9643621 9,162.84
Adams County National Bank (Attachment)
4 Certificate of deposit Number 173814 9,769.70
Adams County National Bank (Attachment)
5 Personal Property Auction 438.25
6 PPL Corporation. divident payment 458.20
7 Adams Electric Cooperative Inc. divident payment 13.83
8 Chevron Corporation Dividend payment 327.60
9 Erie Insurance Group premium refund (Renters) 132.00
10 Constitution Life premuim refund 406.22
11 Edward Jones Interest Check 31.59
12 Cash 15.08
13 Eric Insurance Group premium refund (mobile home) 5.00
I TOTAL (Also enter on Line 5, Recapitulation) I 60,258.47
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENTOECEDENT continued
FILE NUMBER
ESTATE OF LINDSAY, FRANCIS M. 21 - 09 - -0015
Include 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 VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
14 Presbyterian Homes (Refund from Green Ridge Village) 1,765.20
15 Cemetery Plots at Cumberland Valley Memorial Gardens (Attachment)
3,560.00
16 ~ Additional disbursement (inheritance from Estate of Richard K. Meals) ~ 87.96
Page 2 of Schedule E
COMMONWEALTH OF PENNSYLVANIA SCHEDULE G
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS &
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF LINDSAY, FRANCIS M.
FILE NUMBER
21 - 09 - -0015
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
InGude the name of the transferee, their relationship to decedent
and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH
VALUE OF ASSET o~ OF
DECD'S
INTEREST EXCLUSION
(IF APPLICABLE)
TAXABLE VALUE
1 IRA Account Number 9000135 9,569.01 0.00 9,569.01
Adams County National Bank
TOTAL (Also enter on line 7, Recapitulation) 9,569.01
SCI-EDIA~ H
FUG E~ENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ~~~~ ~~
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF LINDSAY, FRANCIS M. 21 - 09 - -0015
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Egger Funeral Home, lnc. 6,334.08
B. ADMINISTRATIVE COSTS:
1. 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 Griffie & Associates -- Bradley L Griffie 3,500.00
g, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation}
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 186.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Estate Advertising (Cumberland Law Journal) 75.00
TOTAL (Also enter on line 9, Recapitulation) 12,422.43
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT Schedule H
r`~~,,y,~
~~~ ~ (~'~~~
ESTATE OF LINDSAY, FRANCIS M. FILE NUMBER
21 - 09 - -0015
2 Estate Advertising (The Sentinel) 150.64
3 Auction costs 153.39
4 Lot Rent to Conodoguinet Mobile Estate 1,125.00
(5 months at $225.00 per month)
5 Adams Electric Cooperative Inc. (Electric bill) 79.61
6 Adams Electric Cooperative Inc. (Electric bill) 38.47
7 Adams Electric Cooperative Inc. (Electric bill) 37.10
8 Adams Electric Cooperative Inc. (Electric bill) 34.90
9 Kough's Oil Service 192.24
10 Adams County National Bank (banking fees) 16.00
11 Reserves 500.00
Page 2 of Schedule H
SCHEDULE I
DEBTS OF DECTEDENpT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILI f.IES 0[ LIENS
INHERITANCE TAX RETURN ~
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF LINDSAY, FRANCIS M. 21 - 09 - -0015
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Green Ridge Village (Nursing Home) 3,971.86
2 Adams Electric Cooperative, Inc. (Electric bill) 36.04
(Post-death check processed)
3 Millenuim Pharmacy (Medications) 498.13
4 Monumental Life (Insurance premium) 51.72
(Post-death check processed)
5 Prudential Life (Insurance premium) 36.30
(Post-death check processed)
6 Constitutional Life (Insurance premium) 2.45
(Post-death check processed)
7 I Real Estate taxes I 41.28
I TOTAL (Also enter on Line 10, Recapitulation) ~ 4,637.78
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
I NHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LINDSAY, FRANCIS M. FILE NUMBER
21 - 09 - -0015
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Llst Trustee(s)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Douglas R. Lindsay Son One Third
8 James Drive
Newville, PA 17241
2 Steven E. Lindsay Son One Third
16 Edgewood Drive
Mechanicsburg, PA 17055
3 Brenda D. Baker daughter One Third
14 Baughman Drive
Newville, PA 17241
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 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
~ttsY 3~i11 tttt~ C~1esYttmenY
OF
FRANCES MARIE LINDSAY
I, FRANCES MARIE LINDSAY, of CME Lot 167, Newville, Lower
sound and disposing mind, memory and understanding, do make,
publish and declare this to be my Last Will and Testament, hereby
revoking and making void all previous Wills and Codicils
heretofore made by me.
Frankford Township, Cumberland County, Pennsylvania, being of
FIRST
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I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as
soon after my death as is reasonably possible. However, my
personal representative need not accelerate and pay those
unmatured obligations which, in his, her or its opinion, it might
be proper and more advantageous to retain or renew and pay as
they become due and payable. If I do not own a burial plot or a
grave marker at the time of my death, I authorize my personal
representative, in his, her or its sole discretion, to purchase a
burial plot and to erect a suitable grave marker at my grave, and
to expend sums from my estate for this purpose.
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET NORTH MAIN STREET
CARLISLE, PENNSYLVANIA 170P.~AGE ~!-I~Q~'$)~25BURG, PENNSYLVANIA 17201
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
SECOND
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I give, devise and bequeath my entire estate, together with
all insurance proceeds, thereon of whatever nature and
wheresoever situate, in equal shares to my children, namely:
STEVEN EDWARD LINDSAY of Mechanicsburg, Pennsylvania; BRENDA
DIANE BAKER, of Bloserville, Pennsylvania; and DOUGLAS RAY
LINDSAY, of Newville, Pennsylvania, who survive me by sixty (60)
days, per stirpes. It is further my desire that my personal
representative, after consultation with any heir or heirs of mine
who survive me, and in his, her or its own discretion, choose
such articles from my tangible personal property (exclusive- of
cash, stock certificates, bonds, and all other tangible evidences
of intangible personal property) as he, she or it believes will
be useful to such heir or heirs or desirable for him or her or
them to have, either from a sentimental point of view or
otherwise, and to deliver such articles to such heir or heirs or
among such heirs in equal or unequal shares as determined by the
further exercise of his, her or its discretion, provided no other
heir objects to the distribution. All tangible personal property
not so distributed is to be sold, either publicly or privately,
by my personal representative, adding the proceeds of such sale
or sales to my residuary estate and to be disposed of in equal
shares among my surviving heirs after payment of my estate debts,
taking into account the tangible personal property dtherwise
provided to them.
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET
CARLISLI~N~YI~AIVpq 77093
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
THIRD
In the event that any of my aforenamed children should be
divorced from their current spouse, namely Steven from his wife,
Maureen, Brenda from her husband Jay, or Douglas from his wife
Carolyn, that share of my estate that my then divorced child
would have received under the Second paragraph above shall not
pass to my divorced child by shall pass to that divorced child's
issue.
FOURTH
Any devise or distribution under this Last Will and
Testament which is payable to any beneficiary who may be under
24 years of age or, in the judgment of my personal
representative, mentally disabled, shall be held in a separate
trust by my personal representative as trustee until such
beneficiary reaches 24 years of age or during such period of
disability. In the case of a beneficiary under 24 years of age,
the Trustee may distribute up to one-half. (1/2) of the then
remaining principal and accumulated income on the request of the
said beneficiary, at or after attaining 21 years of age; and up
to the entire remaining balance of principal and accumulated
interest at or after attaining 24 years of age. During the term
of any trust created pursuant to this Paragraph, the Trustee is
authorized to expend and apply so much of the net income and
principal of each such trust as the Trustee shall consider
advisable for the health, maintenance, support, and education
(including college education, undergraduate and graduate) of each
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET
CARLISL~jN~YI~AN'~A 77073
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
such beneficiary until he or she attains 24 years of age, or
until all such amounts are paid out of trust. I direct that no
Guardian shall be required to give or post bond for the faithful
performance of the Guardian's duties in this or any other
jurisdiction.
FIFTH
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
~1 estate.
~'
' (d) To operate any business that I may own at my death.
~
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
c~
i
GRIFFIE & ASSOCIATES
-.r
"~~~`~
~ ATTORNEYS-AT-L.AW
200 NORTH HANOVER STREET
,~,,,~1 CARLISLE~jIN~Yl~A11t~, 77093
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
.~
~s
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
States of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under .this my Last Will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET
CAR L[SLL~j~~N~Y1~AN'~A 17013
~)
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it
may seem best and to execute and deliver all
instruments and to do all acts which he, she or it
deems necessary or proper to carry out the purposes of
this, my Last Will and Testament.
SIXTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
his interest either in income or principal, nor shall the
interest of any beneficiary be liable or subject in any manner
while in the possession of my personal representative for the
liability of such beneficiary.
SEVENTH
~' ~'~' I nominate, constitute and appoint my children, STEVEN
~ EDWARD LINDSAY, BRENDA DIANE BARER, and DOUGLAS RAY LINDSAY, or
_~
their survivors, as personal representative of this my Last Will
1,
,,~ and Testament. I direct that my personal representative shall
not be required to give or post bond for the faithful performance
of his her or its duties in this or any other jurisdiction.
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET
CARLISL~IN~Y(~7~N~tA 17013
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
EIGHTH
I hereby declare it to be my expressed desire that my
personal representative employ the law firm of Griffie &
Associates, of Carlisle, Pennsylvania, for legal advice and
assistance regarding this my Last Will and Testament, they having
considerable knowledge of my affairs, views and wishes respecting
any matters that may arise at the probate of this instrument, the
administration of my esf;,ate, and the execution of the powers
herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last Will and Testament this _. ______~ day of
~~ '~ , 1993.
WIT S ,
FRANCES MARIE LINDSAY
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET
CAR L1SL~jN~YI(~?jAN'~4 17013
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, FRANCES MARIE LINDSAY, the Testatrix whose name is signed
to the attached or foregoing instrument, having been duly
qualified acccr'rding to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; that I
signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
FRANCES MARIE LINDSAY ~
Sworn or affirmed and acknowledged before me by FRANCES
MARIE LINDSAY, the Testatrix, this ~~'~-~ day of
1993.
t~fARIAL SEAL
TRACY L. IEHMA ~~~ PA.
CARLISLE 90R0, CU
MY CQMMISSION EXPIRES MAY 1G.199~
GRIFFIE & ASSOCIATES
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
LAST WILL AND TESTAMENT OF FRANCES MARIE LINDSAY
AFFIDA~TIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
~~~ c
WE , `f:~./ 1 ~ . ~1~ ~~ and _ ~~,~~; u _...) ~ ~~~ ~-:.~.o r ~.. th e
witnesses whose names are attached to the foregoing document,
being duly qualified according to law, do depose and say that we
were present and saw she sign and execute the instrument as her
Last Will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Last Will and Testament as
witnesses and that to the best of our knowledge the Testatrix was
at the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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Sworn or affirmed and subscribed before me by
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~{OTARIAL SEAL
TRAGY L. tEHMAN, NOTARND ~ P~
CARLISLE BORE, GUMBERLA M
GRIFFIE & ASSOCIAT MY COMMISSION EXPIRES MAY 16 1994
ATTORNEYS.AT-L.AW
200 NORTH HANOVER STREET
CARLISLT~~INI~Y~NtjA 97013
Attachments
to
Schedule "B"
Shareowner Services
PO Box 64874
St. Paul, Minnesota 55164-0874
www.wellsfargo.com/shareownerservices
March 04, 2009 Request Number: 5809811
ID Number: JR34395
Griffie & Associates
Attorneys and Counselors at Law WFType: CO
Attn: Bradley L Griffie, Esquire
200 North Hanover Street
Carlisle PA 17013
Regarding: Account Value for PPL Corporation registred as Frances M Lindsay
Dear Bradley Griffie,
Account Number: 3097150084
Registration: FRANCES M LINDSAY
Creation Date: 04/11 /1995
Issue Name of Stock: PPL CORP COMMON
Total Share Balance on 12/10/2008: 1,367.761
Closing Price per Share on 12/10/2008: $30.14
Ticker Symbol for the Company is: PPL
It is exchanged or traded on: NYSE
If you have any questions, please call our Shareowner Relations Department at 1-866-280-0245.
Sincerely,
Shareholder Communications
Enclosures:
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BNY Mellon Shareowner Services
P.O. Box 358333
Pittsburgh, PA 15252-8333
February 21, 2009
DOUGLAS R LINDSY
200 N HANOVER ST
CARLISLE PA 17013
RE: ESTATE OF FRANCES M LINDSAY
Dear Investor:
~1~ 1~1~~C~~1
s,,~~c~+~rr~~t ~~~vaci~s
-~--~
Company :
CHEVRON
N
ame r CORPORATION
_
', Account Key ;
:
LINDSAY--
~ FRANM0000
_
Control ____~ _
200902190005103
;Number
'Telephone ~ 800-368-8357
:Number
__..~.._.~_.,..._~_.._____......_ .
............._......._.w_.__..._~..__..._~......,~~.~_r.___._.__...__.....
Thank you for your inquir,~ requesting ir~fcrmation for this account.
Our records show that the closing price on 12/10/2008 was $78.4400 per share.
We hope that this information has been helpful. If you have additional questions, please call our
Customer Service Center at the number listed above or you may access your account online via Investor
ServiceDirect at tivivw.bja~mellon.com/.sltureotivnerliscf.
Sincerely,
BNY Mellon Shareowner Services
__
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ty i~l~.n ~ ~ U t~ ~ ~~~i z
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BNY Mellon Shareowner Services
PO Box 358035
Pittsburgh, PA 15252-8035
"~ ~ ~ 3215 01 0001283 0002565
transaction advise
RETAIN THIS DC)CUMENT 1=4R YOUR RECt~RDS
COmpany: CHEVRON CORPORATION
Registration:
0001263 01 MB 0.369 **AUTO T5 0 3265 17013-242300 C02 S1MAI -
IIIII~~IIIII1111111'III~I11111'IIIII11~1'III'1'~111'I111'IIIII
DOUGLAS RAY LINDSAY EX UW
FRANCES MARIE LINDSAY
200 N HANOVER ST
CARLISLE PA 17013
Investor ID 125050827881
Account Key LINDSAY--FRANMOF00
Transaction Date FEBRUARY 20, 2009
Transaction
Advice Number 0001078080
Issue: COMMON $0.75 P V
Shares: 504.0000
CU SI P: 16676410-0
Your Broker-Dealer
Broker-Dealer ID
Broker-Dealer
Account Number
This is a record that the indicated book-entry shares have been transferred in accordance with
your instructions. These shares are transferable on the books of the Transfer Agent, BNY Mellon
Shareowner Services, upon receipt of properly completed transfer documents, instructions and
assignment.
There may be rights, privileges, restrictions and conditions attached to the securities covered by this Advice.
A full copy of these. can be obtained by writing to the Secretary of the Company.
Manage Your Account With Ease
Visit ANY Mellon Shareowner Services Online
Login to Investor ServiceDirect®at
www.bnymellon.com/shareowner/isd
Sign u~ for M lin ks^" for secure 24/7
online access to your shareowner documents.
View Information Perform Transactions
• Account Detail Change your address
• Book-entry history Self book-entry shares
• Pending transactions Replace a dividend check
• Transaction history Certify your taxpayer ID
• Payment history Change your dividend election*
• Tax information
• Historical stock price information and
more!
Manage your statements and 1099
tax documents! Simply login to your
account at Investor ServiceDirect®
where step-by-step instructions will
prompt you through enrollment.
*Online service not offered by all issuers.
3215 01 0001283 0002566
p. ~r•
f ~ ~
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MAR 2 2009 ` ~ ~~ ,~ ' `
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Attachments
to
Schedule "E"
~ ~~~ ~ ~~~
1921 Ritner Highway Carlisle, PA 17013
GRIFFIE & ASSOCIATES
200 N. HANOVER STREET
CARLISLE, PA 17013
Dear Mr. Crriffie,
717-243-3541
Fax: 717-243-4495
May 13, 2009
In response to your inquiry regarding spaces owned here at Cumberland Valley
Memoxial Gardens by the late Frances M. Lindsay. You are correct in that we are not
permitted to buy back or repurchase previously sold spaces or merchandise. However,
there is a constant stream of people who have very good success with selling these items
privately via newspaper ads or by other means.
The current value of the spaces are: $1780.00 per space. There are two remaining
spaces left in the lot and are located in the Garden of the Last Supper, 11 lA, #3&4.
Since both Mr. and Mrs. Lindsay are deceased, these two remaining spaces are now
equally owned amongst all remaining children.
If they would like to sell them and when and if they find a buyer, the transfer must
take place in our office with all remaining children signing all their rights and ownership
over to the new owner. There is a $145 deed transfer fee that is payable to the cemetery
before any transfer can take place.
If you have any further questions, please do not hesitate to contact me. Thank you.
i cerely,
Ginny A. Weller
Administrator
STONEMOR PARTNERS, L.P.
OSIRIS HOLDING of PENNSYLVANIA, INC.
CO
NATIONAL BANK
January 12, 2009
Griffie & Associates
Attn: Bradley L Griffie
200 N Hanover St
Carlisle PA 17013
RE: Estate of Frances M Lindsay
Dear Mr. Griffie:
The following information is being provided as per your request:
Acct. Type Account No. Account Accrued
Principal on Interest to
D.O.D. D.O.D.
Esteem 123412 $26,084.25 $0.75
Checking
Account
Statement 9643621
Savings
Account
Certificate of 173814
Deposit
Individual 9000135
Retirement
Account
$9,162.80 $0.04
Ownership
Individual
Individual
$9,600.00 $169.70 Individual
$9,556.18 $12.83 Individual
Date
Opened
1/18!85
8/1/75
8/17/08
4/ 12/08
Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5122.
Sincerely
Barbara J r
Adams Con National Bank
Deposit Se ces Representative II
PO Box 3129, GETTYSBURG, PA 17325 ~ rxoNE 717.334.3161 I roLi FxEe 888.334.2262 ~ wwwacnb.com
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