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HomeMy WebLinkAbout09-17-09 5056051058 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 zsosol Harrisburg, PA 17128-0601 21 08 0949 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 08/21/2008 ' 03/04/1932 Decedent's Last Name - ____ _ _ _ Suffix Decedent's First Name MI __ McDONALD JOSEPH V' (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI McDONALD ' JANET Spouse's Social Security Numbel THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a;! 1. Original Return ~ 2. Supplemental Return ~"" 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) #< 6. Decedent Died Testate "a 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) r,~':.:.""! 9. Litigation Proceeds Received (`"..~;~ 10. 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 THOMAS E. FLOWER (717) 737-3405 Firm Name (If Applicable) REGISTER OtgyVILLS USE O~ SAIDIS, FLOWER, LINDSAY r-'n `° -` -, - ~a rn First line of address ~~~ _ _ ', ~ ~ ~ _; -.i _, ~ ~ v 2109 MARKET STREEET ' 1 ~r> ~ .,,,j 1. Second line of address ... _. I ~ ~'-' -L7 ~ ` , :.._ ~ 7 _ '~ ~ ~ _ -- DA{~'FiLED ~ - r-' City or Post Offlce State..... ZIP Code _ __ ~, J _ ~ .. CAMP HILL PA 17011 Correspondent's a-mail address: tflOW@r@Sfl-IaW.COf11 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 perso ntative is based on all information of which preparer has any knowledge. SIGN, E OF P R N RE SIBLE FOR FILING RETURN DATE ET McDONALD, 1106 GRANDIA FLORA DRIVE, MECHANICSBURG, PA 17055 SI RE OF PREPARE T AN REPRESENTATIVE DATE ~~ilit_./ ~~~/~~_-. 09/01 /09 SAIDIS, FLOWER & LINDSAY, 2109 MARKET STREET, CAMP HILL, PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Name: ........... .... ~.~ .._. _ _,...._.__ . _~ ___ ..~ __._..,~....... _,_ _.. ,~~___.w ._.,_ __... _~ _.~ ., RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 2 4,899.60 2. Stocks and Bonds (Schedule B) ..................................... .. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................... .. 4. __ ___ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) :.""~ Separate Billing Requested..... ... 7. ..........__......_ ........._... _... 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ............. ... 10. 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 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 4 ' 82,496.00 '': 15. 0.00 16. Amount of Line 14 taxable """' at lineal rate X .0 _ ', 16. 17. Amount of Line 14 taxable at sibling rate X .12 17• .. 18. Amount of Line 14 taxable at collateral rate X .15 ' 18. 0.00 19. TAX DUE ........................... ..............................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 rlar•_arllpnt'c Cmm~lete Address: Flle Number `s 21 08 ' 0949 ~.. _ _.__ DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER JOSEPH V McDONALD 297-26-2062 STREET ADDRESS 1106 GRANDIA FLORA DRIVE CITY MECHANICSBURG STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2 CreditslPayments A. Spousal Poverty Credit B. Prior Payments _ C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty (1) o.oo Total Credits (A+ g + C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line t + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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) (4) (5) (5A) (56) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income : ..................................... ...... ^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ d. receive the promise for life of either payments, benefts or care? ............................................................... ...... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Gid decedeni 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 benefciary 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, 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 ai 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. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JOSEPH V. McDONALD 21-08-0949 All aroaertv jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) 0 0 ~ ° fU ~~ Q" o ~ Q a H (O ~ l~ J W rc Z ~LL7 0 ~ ° Z o ~~ 3 ~ ~„~ z o ~~ ~ I `~ U O ~ N O ~.~j.~ ~ W UG1 z °' z v w c Q a ~ ~ W LL 0 O Z l~ ~ Q F f' N ~J W d a U W U N_ 2 F D [L" O ~ ~ ~ i ~,, it I! IIII 3 '~ ~ ~i tll~ ~~ \ ~ ! ~ ~ O \ ~ ~ i ~i i ~tll e J 1 U ~ ~~ n,l .~ ~ q i~ I~. 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II ~ i III ,~ ~ ~ c ~ p C ~' I I I ~I ~ III Illlll I ~. ~ U O ~ G ip II III Illlll II I~l V '~ V ~ V ° n U ~ 3 IIII ~~ III ~I I ~ ~ ~ C V N ~ III III ~ ~ V ~ ~ w ~ 111 I I ~II ~ ;~ ~ ~~ K IIII , '~;~I I'~I ~'lll I ~I ~ I I I III I N ~ ~ d e I I ail .III I ~ I I ~I~i I Q~ \~ ~ ~ ~~ d ~~I lull III I I ~l,~ t1~ \~ ~~~~ ~ ~ li, Il,~ III ~1\~ C~ ~~ o o~ ~, v Ci ~ b r M !° f~- C~ ~O 1`rl e-+ CT if3 ('rl ~7 C7 N C7 Computershare Computershare PO Box 43078 0 0 ~ 13 9 Providence RI 02940-3078 Within the US, Canada E Puerto Rico 888 IBM 6700 Dutside the US, Canada 6 Puerto Rico 781 575 2727 ibm@computershare.com www.ibm.com/investor JOSEPH V MCDONALD 1106 GRANDIA FLORA DR MECHANICSBURG PA 17055 liai~~~iii~~~iiii~i~ii~i~ii~i~~ii~~iii~~f~i~i~~~iiii~~~i~iii~~ Dear Holder: Re: JOSEPH V MCDONALD Company Name: International Business Machines Corporation DRS book-entry shares: 30 Investment plan book-entry shares: 0 Account Number: 0004633164 Certificated Shares: 10 As requested, enclosed are the form and instructions needed to transfer stock to a new account or another holder. We have also enclosed answers to Frequently Asked Questions (FAQs) to assist you with completing the form and to answer transfer related questions you may have. You can find additional helpful information in the "Frequently Asked Questions" section of our website, www.ibm.comlinvestor. To request the transfer, you will need to complete the following steps: Step 1: Transfer Request form -Complete the enclosed form. All current registered holders or a legally authorized representative must sign the "Authorized Signatures" section (section 6), with a Medallion Signature Guarantee for each signature. An individual signing on behalf of the current registered holder must indicate his or her capacity next to the signature on the form (e.g. John Smith; Executor or John Smith; Custodian). See the enclosed FAQ document for additional information. Please include any original stock certifcates along with the form (if applicable). If a certificate is lost, please contact us at the customer service number listed on the top right corner of this letter to find out the cost and process for requesting a replacement. Lost certificates must be replaced prior to transferring the shares. Step 2: Form W-9, tax certification -The new holder should sign and date section 8 of the enclosed Transfer Request form. If the new holder is unable to provide tax certification at this time; we will send him or her a Form W-9 (Request for Taxpayer Identification Number and Certification) once the transfer request is processed. Computershare will be required tc withhold taxes on any dividends or ether cash distributions ! mti! tax, certification is received by us. Step 3: Send all required documents outlined above to: Regular mail: Computershare PO Box 43078 Providence RI 02940-3078 Overnight/certified/registered delivery: Computershare 250 Royall Street Canton, MA 02021 It is important that you follow the steps above to ensure that your transfer can be completed. Depending on the type of transfer being requested. your transfer should be completed within 10 business days of receipt. A statement will be sent to the new holder upon completion of the transfer. Please note, the statement cannot be sent to a third party. If your transfer cannot be processed due to missing or incomplete documentation, we will contact you for more information. If the value of the shares you are transferring exceeds $14 million, or if you have any questions, please contact us at the customer service number listed on the top right corner of this letter. You can also submit your questions online through the "Contact Us" section of the website~ listed above. Sincerely, Computershare Enclosures IBM: Historical Prices for INTL BUSINESS MACH -Yahoo! Finance Yahoo! My Yahoo! Mail More ~~C=3'~`~ F ~tA #~ C Dow '~ 0.11% Nasdaq ~ 0.12% Page 1 of 3 New User? Siyn Up Sign In Search ~ ~ WEB SEARCF Tue, Sep 16, 2008, 2:O1PM ET - U.S. Markets clo: ~~ GET c-uaT~~ Finance Search International Business Machines Corp. (IBM) No mainE~n~nce #~,s. .. _ _.,. ,;:ai~:r~x.~,.;YSs : ~:~ Historical Prices SET DATE RANGE At 1:46PM ET: ~ ~J.~4 ~ Get Historical Prices for: ~~ GO t: Daily Start Date: Aug ~ 20 2008 Eg. Jan i, ('. Weekl 2003 Y End Date: Aug ~ 22 2008 r Monthly C' Dividends Only Get Prices First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume Adj " Close 22-Aug-08 123.30 125.35 122.80 124.93 5,989,200 124.93 21 A 08 121 58 123 43 121 55 122 99 6 315 000 • !2 z. ' ~{ ~ 99 - ~'" 122 - ug- . . . . , , _.-.-- - ;~- . 20-Aug-08 123.50 123.97 122.01 122.51 6, 871,600 122.51 "' Close price adjusted for dividends and splits. First ~ Prev ~ N ext ~ Last ~~, Download To Spreadsheet ADVERT;SEMENT http://finance.yahoo.com/q/hp?s=IBM&a=07&b=20&c=2008&d=07&e=22&f=2008&g=d 9/16/2008 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JOSEPH V. McDONALD 21-OS-0949 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of thE: REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TODECEDENTAND THE DATE OF TRANSFER. ATTACH ACOPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET 9o OFDECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~• SMITH BARNEY IRA ACCOUNT - 77,957.00 100 77,957.00 PAYABLE TO JANET McDONALD, SURVIVING SPOUSE p TOTAL (Also enter on line 7 Recapitulation) 3 77,957.00 (If more space is needed, insert additional sheets of the same size) ~) P't `~ W ~, d X 7 3 <D Q. D a w fA 3 0 ~_ O D ~ ~~ E=/1 1 al N 1 Q 1 K o i i ~~ ' IoIW I~ I? :, -~ Oi ED tND O ~ ~ s (p N O N O V. 69 ~ O S Eli ~ a 8m O N O ~ H V ~+ !JE W Oo D .mZ.m n n 3. ~ sc~ ~_ ~ '~ o my n, ~ - n Oy p~j -' C ~~_® Q . ~ ~ ~ , U pl ~ ng rA H ppm ~ ~ O fD ~ ~ O O ~ 0 i i 1 ~ i H 'n ,~iE ~ pNp~~ i JOtIE i b O ~ ~ IN'WIAIwI~ p yDD A nj i ~ o co w ~• ~ O~ ® ~ m ~ ~ ~ ~ ? m ~ ~o~.~yl a, A a ~ ~ W y 7`C j 3 ~~~ ~'~ !1 C ~7~ ~~, y d y ~ a IA ~ A a °cw o~ O O c a ~. l T O~ N ~ IA O. N~N !AU i ~ O A N W C = O ° ° ~ ~ ~ 3 f ~ 7 ~ ~ 11 ~, d m C m N O N e C_ 0 0 u V O i N i V i -~~Wa d~~ ~- D ~ A a~~ ~ ~ ~ ~ c °c ~ °~ y. ~ _ ~ ~ y ~ C:: D N EA ~ Ci Ip n .. < a m °v ~ ~ a d Ul O ~ C ~ ~ ~ '':': ~ ~ ~ C N 01 ~ N ~ ~ W ~ ; ~ ~ y m -o ~ ~ y o n _ a ~~m o ~o°. 'a c aE >~. a ~~d m. W d En ~ 3 (D ~ ~ ~, O m y ~ y RO W A (A m < O ~ ~ NA W !a°n n ~ .~-. (D ~ ~ y O A ~ O ~ O ~ ~i>' Q y ~ ~n~ ;~ ~° .- < N ~ H ? O 01 1®n c ° Of W v ~ o ~ (~ ~ ..' ~ w j rnN W n w e w .::.. _ :>. W ~ ~ A O (TI 7 ~~ N OD N~ y W 0 ... y O N ~ O n ~tQ d N 'O 3 ,.. j ~ c ~ y ci o "- ~` 3? m° ~ W ~ ~ ~ N °0 ~ ~ a ~ 0 o n 0 m n C ~ ~ ? ~ ~ x- ~ a y y 3. o Q = d? ~ O ~ d ~ '~ ~ Q. y ~ n W _ a le ~ `~ `~ Cp' in .. 6 x ~ ~ y ~ ~ N d '<' ~ 'OQ y m 1A O ~ ~ N (~ m q Eo n O y ~m ~~ 3 ~ n ,... N ~ ~ ~ H 4 N d 3 ~ ~ W p~p~~ p` 0- ~ ~ A OE O. to ~ ~ ~ /0 °' o d ~ a O N ~ ~ ~ ~ N aD C y m ~. }~.,an<= no°i~yo m =~`.oc znn=do nZ~~o ~nOn~ = f~~~~~ = ~mZN an~~N n ~ O C ~ o o~H .a ~ ~ ft1 .+ w n „ _ ~ a o 3' O A N rt~~ O A O y ~'~rOZ'^ ~ W Q ~ W D~mm n'pC` A ~E ~ ~ ~ < r ~ N ~ ~ y ~ r d ~ m o ~ 3 Z n n 0 M Z W O ~ W ~ n~i ,vp, ~ °~ o> tG C71 OD w 0 Of i~ W I~ ~pp 00 A v a N +i S a a z m C A ~^ C C N ~^ ~ w_+ I = rF` W ~ ni- 00 n O ~ r~ a _ ED ..a A REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER JOSEPH V. McDONALD 21-08-0949 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 JANET McDONALD, 1106 GRANDIA FLORA DR, MECHANICSBURG, SPOUSE 100 PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPF;IATE, ON REV-1500 COVER SHEET [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 S (If more space is needed, insert additional sheets of the same size) i_AST WILL AND TESTAMENT ., bF J©SEPH U. McD~JNALD ~`.'k3t~~~~'-. Jt d ~'!' ~.'.~. ~. Cr. 'k e`.'~t; <14~ {. ~ F. 7'1t~, 3' 1 t.; _ i, .l4SEPH V. McD4NALD, of Upper Alien Township, Cumberland County, Pennsylvania, being of sound and dispasir~g mind, mema~r and unders#anding, do ~~~.E'~uv ~'}~c~KE>, ~.i~#~ti~r~ ~i~t~ ~;~-c;~~ir~' ~if;s Y-~~ ~tsE~ fCr E~~' Lr~~`t v+rt~t i~rt~.1 it'.~4~~'ei~~1C, ~~~'tf,~}v', A,_ ~~.A w } ._., L Et~i ~ t ti, 1..e ~ aJu r.w s~:i• 'si vi. ~.. s.,:s, «s x X i" i i ~ ' r - r`~q; E"-Sy.: ~ ' ~-` ~ Y..:. ~.. , :l u 1. a: 4ia b i i~. a 4 u c: i .. • i Y: ~ y ,.... ~v +. ,.. -- f.-.t'. - .rr+- ._ ~. ._ .. ,.. r _: _ S I 1 j ti<P';j r .,;ivy, cr ii. u ,. ..ru ..c~... r r~ ir+-,ad lip:+ t.,r4.+.e1 ~. c.3,,}3~ iii y iPi a2~, tix; ii ~ly c#y ~lJt_~r~,, : ' ,.i . ..., ~_S ~_ t .. ~~7 ;~r 1. .. ts...- .,SC. Si.: ..i.. ~._ .. `.. ... . . .~.. ,r ti ~± tom. k (B} I give and bequeath my two antique pocket watches, to my niece, CHRIS`T{NA~ ~F'EROS; a r ~' ca > > ~ r -a c rr r (~'~ ! c~ivE. ~n~~ hc~ueat~~ a~~y fo~~r~ I~r~a.~. ~niigf~~. ~~ia~~~s :~~zi r~~~f...~,.s<~ii ~nfiic~~~e i .. .. .. ~ - f is A ~~ -,.,-, _ ~._t ~~;+., ~ _I"tl~rx.1~I ;I .(3= ;j<~i f;`,}C~l ,_. rl Cl', t~ ,~'!:_;€,{ ,?~ i; •i D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in her sole ~ discretion, may deem wise, and to execute and deliver deeds of conveyance or ~ transfer thereof; E. To make settlements and compromises on such terms as my personal represen#ative in her sole discretion may deem wise without the necessity of obtaining any court approval thereof; F. To make distribution hereunder either in dash or kind, as my persona! representative in her disc,reticm may deem wise. SIXTH do herQby nominate, Constitute and appoint my wife, J~fvET I~z~cDCJ~~At_^, to act ,~,~~~ L~ as Executrix of this my Last 'vVili and ~~ estarr~ent, SEVENTH iVly personal representative shah not be rettuired to give l~on~l fcr the faithf"al ~erfc~rrr~a~~c;e f~f her duties in any jurisdiction. i lid 1~I~~E~1~ ~+II"IEt~~.~:~~', i, ,Jk3~,;_I t ,.. ~.,,~. . t+. rr~s ~.~ wy,~1. ~._ 3 Signed, sealed, published and declared by the above-named JOSEPH V. ~•. :YY/~ ?~~; ri *: ~i /i ~AWERIS 1C~. LINDSAY ~{nn ~a t . e«.,.~ McDONALD, Testator, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request ~~s witnesses thereto, in the presence of said Testator and of each other. .4.. `~~c~g~ /1 t~li,..,1~1 ADDRESS ~ ~ o ~ ~~ `+ ~~.- 1\ '101 . ADDRESS ~~/~/ /~'JGJ,.,~f .S~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : We, JOSEPH V. McDONALD, `'vdr~~ S~~ and ~ ~, the Testator and witnesses, respectively whose names area signed to' he foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned ~t€sthc~r~t th,~t 11,c~ f~,t.~tnr ~srynF~~i -~ ~! ~~rat t~~ th Y ~, -~ `in~tr~.r~• ~r~t , :,ir~ ,~s~ ~"!i'I ns' __. f...., .a-,,. r -. - ,.. 1 ;fl .~!~r .. ,.J 11 .4 ... y~[~~~"=k~ _ f C.~yC { { r~ ~f ~,~.~ f ~ ~.! ¢~ .. ~ r ., i.I ii iu.{. ,~r~.tr Ii FF-° jfv~:'<N~xu t!1),~-r ~: NI IC~F-+ tt:{{d ^ f+a 3t ~i.r.~ifi ~.", ~ . a .~.. .~,. r ... ~a, ... .. .. . .. ~+hit~ ,s; ;t"~ Iff"t(~Pli tiC~ ('.i't~~C:~~';~Ivl~ (`I~ li~'St`~(!f? 9?''~~ft~+vir*c: ~,.._ _ ,<<~~~~V. II'~icDONALD ~ ~tS~:?~'~r;~~.l t+•rrnm art r~.~ -~ 1 r. Ir. r1 .d t-. t.. ~., /'~ t 7~ y `{ .. ~..f ; ~av - t ~ •~ tY.< i ' x,J~ - f:. L.l J{~ i. ,, 41}~t~-, iii 4,_>~l :7 ~.J tiJLP~ 1 ~1 . !`~~~0 NA [7, r;. -: ;r, .;, ;, ~ - -}3+1 ir. {,tf #tf I1IC' 1 J tl.) it :@ wa ja"s y~~ ~p- ~.., 4;`7 ~1 I. ~-~:; '.iT'3 }'lf f a>- .!s s , . s ... , .i,i ".: . P{1! / .' i 11 `-' _ - !'1 1 !i ~`~ !~ f. ! _- 4 l~0~~4~~~,~ rJ~AZ. i ~~ MERppL~~i€} 3. NtAR~~~ijjEVKaA~~,~~{tt{{+3~~o~1{{~~yyRY~ ~~ Jf'l~l.l e3 i..Ly Lr{f~[)~~L.,1'4!`!V JU~ env rnf~MaSSI~N EXI~IRES JUNE 8, 01Q JOHN E. SLIKE ROBERT C. SAIDIS JAMES D. FLOWER, JR CAROL J. LINDSAY JOHN B. LAMPI DANIEL L. SULLIVAN ALBERT H. MASLAND DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS JASON E. KELSO LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 EMAIL: tflower@sfl-law.com wwwsfl-law.com September 15, 2009 Office of the Register of Wills Cumberland County Courthouse Room 102 One Courthouse Square Carlisle, PA 17013 Re: Estate of Joseph V. McDonald File No. 21-08-0949 Dear Sir or Madam: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Enclosed are the original and two copies of the Inheritance Tax Return for the above- referenced decedent along with a check in the amount of $15.00 in payment of the filing fee. Please return atime-stamped copy in the enclosed self-addressed stamped envelope. Please contact our office if you have any questions regarding this matter. Very truly yours, NDSAY SAIDIS, FLOWER &LI / ~ ~~Gi/1../ ~ ~,c~c..~L~-a Karen Riccardo, Assistant to Thomas E. Flower, Esq. ,,, TEF/kar c7 ~o ,, ~' ,,.o ,_ Enclosures -; ~ ,:: ~: } S r`'7- rn `a c`', ' i ^i~~~ ~, ~ ~ -il~ _ y ~ ' b ~ N -- ; ~ i ~. -, N ~ d " ~ ___ ~. • I r H ~r ~ r?,~~ ~dl~ ;ot~ sra , . a ~= 2Q~~ ~~ P f 7 f'~ Z~ 2D -. _ ~ c I Eta ~ _ ~ >,~„_ ~~ fV~ ~ . f'' ~"` - ~ ~v C~I~ ~ ~~ _ { ~~ pp ~ 1`~ r ..¢~rt~ 14'r' ' :~ ~ ~ h . ±~~i, ~~ '~L A N ~ o ~~ 0 ~~ yo ~ 0 U ca ~¢ vw ~ ~. ~ Ww ~.~ n ~ (n M ~ 30 F ~z ~_ ~o ~ O cn "< ~ ~ ~U ~~ W N v N "a -s= Q ~N~a ~ q . ~ O 7 oar-oai ~ ~~~U~n ~ U ~ O ~ ~. C (0 OU~OU O I-