HomeMy WebLinkAbout06-14-101505607120
REV X500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO 80X.280601 2 1 1 0 0 0 0 9 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
202 20 0793 O1 04 2010 09 04 1927
Decedent's Last Name Suffix Decedent's First Name MI
PETRY ANNAMARY C
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
n 1. Original Return n 2. Supplemental Return ^ 3. Remainder Return (date of death
4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
6 Decedent Died Testate
(Attach Copy of Will) ^ ~• Attach Co aof Trust a Living Trust 8. Total Number of Safe Deposit Boxes
py )
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
MICHAEL L. BANGS 717 730 7310
r~..,
Firm Name (If Applicable)
First line of address
429 SOUTH 18TH STREET
Second line of address
City or Post Office State ZIP Code
CAMP HILL PA 17011
Correspondent's a-mail address:
4.. ... /
REGISTER OF'S USE ~I LY
_
-.` Z ~'
7 ....
~,
_..,..f, --~ ~~
DATE FILED
~"'"9
t, ' _,_-,
C 7 +-,.~
'-' C`.. ~
-J
_ ~._;
,.
"r~
L'~~
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.
SIG TURE OF PERSON RESPOySIBLE FOR FILING RETURN ,= f DATFy
ADDRESS
Lauren E. Crum
88 Cranfield Court, Elizabethtown, PA 17022
SIGNATURE OF PRE RER OT THAN REPRESENTATIVE DATE
Y
~~ ~, ,~~,,~~. ~~ Michael L. Bangs ~^ ,~~~ ~,~
ADDRESS
429 South 18th Street, Camp Hill, PA 17011
Side 7
L 1505607120 1505607120 J
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Petry, Annamary C. 21-10-00092
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.
Signature #2
Name
Address1
Address2
City, State, Zip
Date
Kim S. Leggett - "
243 North 27th Street
Camp Hill, PA 17011
t~ ~ io
J
1505607220
REV-1500 EX
Decedents Name: A n n a m a ry C. Petry
Decedent's Social Security Number
2 0 2 2 0 0 7 9 3
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds Schedule B
( ) ...............................................................................
2. 6 6, 3 2 1 7 3
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. 90,927.20
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) ....................................................................... g_ 1 5 7, 2 4 8 9 3
16,243.68
9. Funeral Expenses 8~ Administrative Costs (Schedule H) ......................................... 9.
10.
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................
10. 393.42
11. Total Deductions (total Lines 9& 10) .........................................
.............................
11. 1 6, 6 3 7 1 0
12. Net Value of Estate Line 8 minus Line 11
( ) .............................................................
12. 1 4 0, 6 1 1 8 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14.
140,611.83
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 0 0 0 15.
16. Amount of Line 14 taxable
14 0
6 1 1. 8 3
16
at lineal rate X .045 , .
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18.
19. Tax Due ................................................. ................................................................... . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
6,327.53
0.00
0.00
6,327.53
Side 2
L 1505607220 1505607220
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-10-00092
DECEDENT'S NAME
Annamary C. Petry
STREET ADDRESS
1956 Chestnut Street
CITY
Camp Hill STATE
PA ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
p, Interest
E. Penalty
0.00
Total Credits (A + B + C)
(1) 6,327.53
(2) 0.00
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)
(4)
(5) 6,327.53
(5A)
(5B) 6,327.53
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 :.................................................................................. [
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, benehts or care? .............................................................. []
2. tf 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. Did decedent own an Individual Retirement Account, annuity, or other non-probate property 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, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. 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.
Rev-1503 EX+ (8.98)
scHEO v~E s
STOCKS & BONDS
COAMAONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Petry, Annamary C. 21-10-00092
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 share of FHLMC Remic Serices 3046 -150.00 shares 1,750.37
2 share of GNMA Pass-Thru X Single Family - 277.27
36223XMH2 (350.00 shares)
3 share of GNMA Pass-Thru X Single Family - 341.64
36207L6W3 (331.24 shares)
4 share of GNMA Remic Trust 2003-65 - 38374BQT3 12,622.45
(120.00 shares)
5 share of PA Hsg Fin Agy Single - 500.00 shares 51,330.00
TOTAL (Also enter on Line 2, Recapitulation) 66,321.73
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Petry, Annamary C. 21-10-00092
InGude the proceeds of litigation and the date the proceeds were received by the estate.
All property )olntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Cash Acount with Janney Montgomery Scott 89,914.82
2 FHLMC REMIC Series 3046 -Interest 1/1/10 to 1/4/10 0.73
3 FHLMC REMIC Series 3046 -Interest 12/1/09 to 12/31/09 8.33
4 FHLMC REMIC Series 3046 -Principal 12/1/09 to 12/31/09 238.93
5 GNMA Pass-Thru X Single Family -Principal 12/1/09 to 12/31/09 (payable 1/15/10) 0.71
6 GNMA Pass-Thru X Single Family - (36223XMH2) Interest 1/1/10 to 1/4/10 0.16
7 GNMA Pass-Thru X Single Family - (36223XMH2) Interest 12/1/09 to 12/31/09 1.62
8 GNMA Pass-Thru X Single Family - 36207L6W3; interest 1/1/10 to 1/4/10 0.20
9 GNMA Pass-Thru X Single Family - 36207L6W3; interest 12/1/09 to 12/31/09 1.99
10 GNMA REMIC Trust 2003-65 -Interest 1/1/10 to 1/4/10 5.50
11 GNMA REMIC Trust 2003-65 -Interest from 12/1/09 to 12/31/09 55.00
12 PA HSG FIN AGY Single -Interest from 10/1/09 to 1/4/10 697.50
13 GNMA Pass-Thru X Single Family -Principal 12/1/09 to 12/31/09 (payable 1/15110) 1.71
TOTAL (Also enter on Line 5, Recapitulation) I 90,927.20
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+ (10-06)
scHEO v~E H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Petry, Annamary C. 21-10-00092
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached ~ 11,453.18
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission paid
State Zip
2. Attorney's Fees Michael L. Bangs
3. 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
3,500.00
4. Probate Fees 315.50
5. Accountant's Fees 750.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 225.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 16,243.68
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Petry, Annamary C. 21-10-00092
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exaenses
1 Musselman Funeral Home 9,658.18
2 Rolling Green Cemetery 1,795.00
H-A Subtotal 11,453.18
Other Administrative Costs
3 Cumberland Law Journal -estate advertising 75.00
4 The Sentinel -estate advertising 150.00
H-B7 Subtotal 225.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 tJC+ (12-08)
scHEOV~E ~
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Petry, Annamary C. 21-10-00092
Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, including unrelmbursed medical expenses.
(It more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1513 EX+ (11-08)
scHEO v~E ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Petry, Annamary C. 2~_~n_nnn4~
NUMBER
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
SHARE OF ESTATE
AMOWNT OF ESTATE
Do Not List Trustee a (Words) ($$$)
I
' TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
Lauren E. Crum Granddaughter
88 Cronfield Court
Elizabethtown, PA 17022
Kim S. Leggett Daughter
243 North 27th Street
Camp Hill, PA 17011
Total
Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 150 0 cover sheet, as appro priate,
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER TnTAI N[~N_TAXARI R r11CTL?IR~ iTinnic nni i IAIC ,~ r,~ o~~. ACA/1 ..,,. ,~~ ,., .~..~ A AA
wpyngni ~c~ zuua rorm software only The Lackner Group, Inc. Form PA-1500 Schetlule J (Rev. 11-08)
Estate Valuation
Date of Death:
Valuation Date: 01/04/2010
01/04/2010 Estate of: ANNAMARY C PETRY
Processing Date:
03/16/2010 Account: 6589-3152
Report Type: Dat e of Death
Number of Sec urities: 6
File ID: ANNAMARY C PETRY DOD 1-4-10
Shares
or Par Security Mean &/or Div & Int
Description High/Ask Low/Bid Adj'ment
A Security
s
ccruals Value
1) 50000 PENNSYLVANIA HSG FIN AGY SINGL SINGLE FA (708796QP5)
Financial Times Interactive Data
DTD: 09/04/2008 Mat: 10/01/2033 5.40
01/04/2010 102.66000 Mkt
Int: 10/01/2009 102.660000
to 01/04/2010 51,330.00
697.50
2) 35000 GNMA PASS-THRU X SINGLE FAMILY (36223XMH2)
Financial Times Interactive Data
Mat: 08/15/2022 8.0000 Fact: 0.00691225
01/04/2010 114.60736 A/B
Int: 01/01/2010 to 01/04/2010 114.607361
0
16 277,27
Int: 12/01/2009 .
to 12/31/2009
payable 01/15/2011
62
.
Prin: 12/01/2009 to 12/31/2009, payable 01/15/2010 1.71
3) 33124 GNMA PASS-THRU X SINGLE FAMILY (36207LoW3)
Financial Times Interactive Data
Mat: 10/15/2026 8.0000 Fact: 0.00898909
01/04/2010 114.73716 A/B
Int: 01/01/2010 114.737161
to 01/04/2010 0.20 341.64
Int: 12/01/2009 to 12/31/2009, payable 01/15/2011
99
Prin: 12/01/2009 .
to 12/31/2009, payable 01/15/2010 0.71
4) 12000 GNMA REMIC TRUST 2003-65 (38374BQT3)
Financial Times Interactive Data
Mat: 03/20/2033 5.500a Fact: 1
01/04/2010 105.18706 Mkt
Int: 01/01/2010 105.187060
to 01/04/2010 12,622.45
Int: 12/01/2009 5.50
to 12/31/2009, payable 01/20/2055.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
Date of Death: O1/04/2010 Estate of: ANNAMARY C PETRY
Valuation Date: 01/04/2010 Account: 6589-3152
Processing Date: 03/16/2010 Report Type: Date of Death
Number of Securities: 6
File ID: ANNAMARY C PETRY DOD 1-4-10
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
5) 15000 FHLMC REMIC SERIES 3046 (31396CQY9)
Financial Times Interactive Data
Mat: 10/.15/2035 5.OOOo Fact: 0.11727178
01/04/2010 99.50519 Mkt
99.505190 1,750.37
Int: 01/01/2010 to 01/04/2010 0.73
Int: 12/01/2009 to 12/31/2009, payable 01/15/2018.33
Prin: 12/01/2009 to 12/31/2009, payable 01/15/2010 238.93
6) 89914.82 Cash (CASH) 89, 914.82
Total Value:
Total Accrual: $156,477.90
Total: $157,248.93 $771.03
Page 2
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
WILL
OF
ANNAMAxY K. COOK
I, ANNAMARY K. COOK, of the Borough of Camp Hill, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funera'. expenses, including my
0~
~~
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
cable after my decease as a part of the expense of the administration of my estate.
ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and
all other articles of household and personal use, equipment and ornament, together with
all insurance thereon and relating thereto, in equal shares, to those of my issue, per
stirpes, who survive my death by thirty (30) days.
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situ:~te, in equal. shares, to those
of my issue, per stirpes, who survive my death by thirty (30) days.
ITEM IV. Should any of my issue entitled to a sharrti of my estate not have
attained the age of twenty-one (21) years at the time far distribution to him or her, I
devise and bequeath the share of such issue to my hereinafter named trustee, IN
SEPARATE TRUSTS, to hold, manage, invest, and re-invest, the shares so received, and
the accumulation of income thereon, and to use and applgT from time to time such portion
of income and principal thereof as my trustee thinks proper for the comfortable
support, maintenance, health, welfare, and education of the issue or to mare payment
1
,~/dl
for such purposes, without further responsibility, directly to such issue, or directly
to any person taking care of such issue. Any principal or income not so applied shall
be distributed to such issue when he or she attains the age of twenty-one (21) years,
or if he or she dies prior thereto, to his or her personal representative.
ITEM V. If I am survived by my daughter, KIM S. LEGGETT, of Camp Hill,
Pennsylvania, then I appoint the said Kim S. Leggett trttstee of the trust or trust ~/'
created by this my last will. If I am su ~~f~~~~`~'~h~`' ~~~~~`' ~-~ .L!-y~
~ rvived by my ~attc~~~t.e~r,-~.C....._.pUM~; of ~~'~
M Pennsylvania, then I appoint my son-in-law, ERNEST W. LEGGETT, of Camp
Hill, Pennsylvania, trustee of the trust or trusts created by this my last will. If
neither of my daughters survive my death, I appoint ERNEST W. LEGGETT, of Camp Hill,
Pennsylvania, trustee of the trust or trusts created by this my last will, and if the
said Ernest W. Leggett does not survive my death, I a fp~C'-, ~'~~~
ppoint }} BANK, N.A., trustee of
the trust or trusts created by this my last will. In addition to the other powers and
authorities granted to my trustee by Pennsylvania Law and by the preceding paragraph of
this my last will, I hereby give my trustee the following special powers and
authorities:
A. To retain any or al.l of the assets of my estate, real or
personal (including any stock or securities of any corporate fidtt-
c u ties), without any regard to any principle of diversification,
risk, or productivity;
B. To invest and re-invest in all forms of property without
restriction to investments authorized for Pennsylvania Fiduciaries,
as my trustee deems proper, without regard to a~~iy principle of
diversification, risk or productivity;
2
C. To sell at public or private sale, to exchange or to
lease, for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and
upon such terms or conditions as my trustee deems proper and in the
best interests of the beneficiary or beneficiaries of said trusts;
P. To allocate receipts and expenses to lrincipal or income
or partly to eac~~ as my trustee from time to ti~:e deems proper in
its sole discretion;
E. To com romis
p e any claim or controversy;
\ F. To exercise any option, right, or privilege granted in
D~
~ insurance policies or in other investments;
' G. My trustee may accumulate the income from this trust
C during the term thereof but may, from time to time
distribute from
current income or from accumulated income or from principal such
amounts as my trustee, in its sole discretion, ~1Eems advisable for
the education, welfare, and comfort of the truss beneficiary.
ITEM VI. All of the interests of the beneficiaries hereunder shall not be
subject to anticipation or to voluntary or involuntary a:~ienation nor shall they be
subject to any execution or attachment.
ITEM VII. I direct that my corporate fiduciaries shall receive compensation for
the performance of its functions hereunder in accordance with its standard schedule of
fees in effect from time to time during the period over which its services are
performed. ,,/~+ ~r~ ~. ~~~ /A,.. //~,~~//j /fL/////~
ITEM VIII . I appoint my daughteryt, ~. KIM S . L '
EGGETT, or the
survivor of them, co-executrixes of this my last will.
3
ITEM IX. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other term:; and provisions of this will,
I hereby give to my personal representatives the followin~~ powers and authorities
effective without court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution in cash or in kind, or partly
in cash and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by them;'to invest in all forms oL
property, including any stock or other securities in any i:orporate fiduciary or• its
successor without restriction to investments authorized ~`~f~r_ Pennsylvania fiduciaries,
as my personal representatives deem proper, without rega:,"ri to any principle of risk or
diversification; to retain any or all assets of my estat~f, real or personal, without
regard to any principle of risk or diversification; to sF~ll at public or privai;.e sale,
to exchange, or to lease for any period of time, any rea~ or persona. property and to
give options for sales, exchanges, or leases, for such p~_":ices and upon such terms or
conditions as my personal representatives deem proper; a4a to allocate receipts and
expenses to principal or income or partly to each as my -~?rsonal representatives deem
proper in their sole discretion.
ITEM X. I direct that my personal representatives end fiduciar~_es shall not be
required to give bond for the faithful performance of th;°>~_r duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand am seal this ,3a --,
y ~ ~~.
.}~3-;
~~ ~~
=~~
(/ ,~"i
4
The preceding instrument, consisting of this and FOUR other typewritten pages,
each identified by the signature of the testatrix was on the date thereof signed
published, and declared by ANNAMARY K. COOK, the testatrix therein named, as a:nd for
her last will, in the presence of us, who at her request, in her presence, and in th
e
D`
\~
(presence of each other, have subscribed our names as wit;~esses hereto.
i (~ ,~
,~~'yl ~'Z- ~2. ?'Z.~ ..~ „ ~~ ~o --t+._ '2`~, v ~2~.11 -~F''~~7-L'-~. ~~ - ~.LE>--G~ , ..L'''Et Lt..a'..c=' C' _ ~j 1. ,~ C _ :_ ." ~/
/YZ•-~!-.y~-~ -C~'"1 ~-•-72~'°c-.~ - ~-~-??•-L7.--y~az-~, C_ / .:;;C~.
(/ ~ c .
G/
~~ ~ ~ ~ ,~
~ ,,,
5
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
The undersigned, being the testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does herE~by
acknowledge that I signed and executed the foregoing instrument as my last will,
that I signed it willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
~~
Sworn or affirmed to and acknowledged
before ~~~~~~by the to tatrix named a Qve
this ~ l.It"V~. day of ~ 1
r ~~ U
~ ,;
;~
Notary Pu is ' NOTARIAL ~CA.L
+. .
~' WENDY S. E~LA':2, No~ary Public
Lemoyne 6oro, Cumberland County, Pa.
Nay Commission Expires May 6, 1995
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
WE, GEORGE A. VAUGHN, III, and MICHAEL L. BANGS,
signed to the attached or fore oing instrument bein dul witnesses whose names are
g ~ 9 y qualified according to
law, do depose and say that we were present and saw the testatrix sign and execute
the instrument as her last will; that she signed it willingly and that she executed
it as her free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the testatrix signed the will as witnesses; and that
to the best of our knowledge, the testatrix was at that time 18 or more dears of
age, of sound mind, and under no constraint or undue influence.
_ /~ i
C//~'
~~
,.., , ;
pppppp ;
\
Sworn or affirmed to and ~
a knowledged }aefore me this )
1~ day of ~ ~ 19~~.
< `-
Notary i li
VVLNDY S. CI_A!R, Notary f',rbliu y
Lemoyne acrd, C~rriL~^rlane' Cour'y, ~,~,
._.-..n,'~y Commist:ior~ E;:;,ire~ 1~1ay 6, 1~.`.
429 SOUTH 18TH STREET
CAMP HILL, PA 17011
E-mail: mikeban~a verizon net
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
$~kN6~S I.i4l~ O~IC~
June 11, 2010
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Annamary C. Petry
File No. 21-10-00092
Dear Mrs. Strasbaugh:
Enclosed you will find the following:
1. The original and one copy of the inheritance tax return;
2. A check in the amount of $6,327.53 to pay the tax shown to be due;
3. An inventory; and
4. A check in the amount of $30.00 to pay the filing fee.
PHONE: 717-730-7310
FAX: 717-730-7374
WILLIAM E. MILLER, JR.
Of Counsel
~ ~.
~p
tJ ---
"~+~.
r ~ 4~~~ f
_.
1 , ~' r'7'7
~ti ~
~..
. : +,
~ ~.a
t-,
+ T
~ ~
. . ~
te
~
.J {
r
'~ ~~ Nw7 ~1
r -..
f
//~
`~.
! '
/
ry
V 71
Kindly file the return accordingly and send me a paid receipt in the enclosed, stamped, pre-
addressed envelope.
If you require anything further please contact me.
Very truly yours,
Michael L. Bangs
wks
Enclosures
cc: Mrs. Lauren E. Crumm
Mrs. Kim S. Leggett
w ~
d o ~~rn
fn J_...~F- C'O
OC~._.I-~ 01
.axr•....o \ co
o
0
O ¢ '_¢ O
V ~
--~~~~ M
0
n
--~ ,~
--•~,
W U
~ ? O
O
nN O
W "i
-. ~Q..
J ON
~..~
~--~` 6
1 ~ ~
~ ._.
i
.
__
,: ,
~
., ,_
c ,,,,.
e.
~
r
,
.,
'
~,~F
. ~' .;.;.,
~
U
~~
c
.~
~~
.-~I
F-i
~--+
. ~~+ Q~
W ~
.~
n
O ~
~ U c~
~ Q' M
~ ~ ~ O
~ O ~ ~
~ U ~
,.~ o
~~~a
"d ~ U ~
°~ ~ ~ ~
07000