HomeMy WebLinkAbout03-09-111505610143
REV-1500 Ex (°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes °~P"RT""~"*°~"
Po Box.28oso~ INHERITANCE TAX RETURN 21 10 0667
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
162 22 6462 06 it 2010 06 O1 1926
Decedent's Last Name
MCALLISTER
Suffix Decedent's First Name
BETTY
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's Social Security Number
Spouse's First Name
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X^ 1. Original Return ^ 2, Supplemental Retum
^ q. Limited Estate ^ 4a. Future Interest Compromise
(date of
death
a
fter 12-12-82)
6' (Atach Cop Of Will) to ^ n
`
rl
7• (Atta~cheGOpymlT ed)a Living Trust
g. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
MI
J
MI
g. Total Number of Safe Deposit Boxes
^ g, Litigation Proceeds Received ^ 1 Q Sppousal Povert credit (date of death ^ 11 Election to tax under Sec. 9113(A)
between 12-31 ~J1 and T-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
First line of address
429 SOUTH 18TH STREET
Second line of address
City or Post Office
CAMP HILL
State ZIP Code
PA 17011
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Correspondent's a-mail address:
penalties of perjury, I declare that I have examined this rgtgrn, including accompanying schedules and statements, and to the best of my knowledge and belief,
It is t e, COrrec~and ~omple)e. DeGaratior~ of Qre~parerPther then he personal representative is based on all information of which preparer has any knowjedge.
Judith Scott McAllister
ATURE OF PR A R OTHE AN REPRESENTATIVE DATE
~/~/`; ~ Michael L. Bangs _.S ~~ ~~ ~,; ~
r ADDRESS /) /
429 South 18th Street, Camp Hill, PA 17011
Side 1
1505610143 15D5610143
REGISTER QF~IVILLS USE SLY
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E`~ILED --
REV-1500 EX
oeceaenrs Name: McAllister, Betty Jane
150561D243
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...............
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............
7. Inter-Vivos Transfers & Miscellaneous I~oq Probate Property
(Schedule G) ~J Separate Billing Requested............
8. Total Gross Assets (total Lines 1-7) .....................................................................
Decedent's Social Security Number
162 22 6462
242,474.50
4.
722,955.30
5.
6.
7 30,839.67
$ 996,269.47
26,397.56
9. Funeral Expenses & Administrative Costs (Schedule H) ............................... ........ 9.
11 , 4 7 8.83
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10.
11. Total Deductions (total Lines 9 8 10) .......................................................... ......... 11. 3 7 , 8 7 6.3 9
12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12, 958 , 3 93.08
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 95
8 3 9.31
an election to tax has not been made (Schedule J) ....................................... ........ 13. ,
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................................... ......... 14.
862,553.77
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
0 . 0 0
16
at lineal rate X .045 .
17. Amount of Line 14 taxable
0
0 0
17
at sibling rate X .12 . .
18. Amount of Line 14 taxable
8 62
553
7 7
18
at collateral rate X .15 ,
. .
19. Tax Due .................................................................................................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
0.00
0.00
129,383.07
129,383.07
Side 2
15D561D243 15D561D243
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-10-0667
DECEDENT'S NAME
McAllister, Betty Jane
STREET ADDRESS
5225 Wilson Lane, Suite 3103
CITY
Mechanicsburg STATE
PA ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1)
2. Credits/Payments
A. Prior Payments 105,000.00
B. Discount 5,526.32
Total Credits (A + B) (2)
3. Interest (3)
129,383.07
110,526.32
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
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. (5) ~ $,856.75
Make Check Pa able 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, 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. 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 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 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 21 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 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 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 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 FJ(+ (6-98)
SCHEDULE B
STOCKS ~ BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McAllister, Betty Jane 21-10-0667
All propeRy Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 156 shares of Alcatel Lucent -156 book shares; mean value 2.64 411.84
2 731.5756 shares of AT8rT Inc. - 731.575569 book shares 25.18 18,421.07
(account 00009208356); mean value
3 55.7997 shares of AT8rT Inc. - 55.799655 book shares 25.18 1,405.04
(Account No. C2004984369); mean value
4 531.5482 shares of AT&T Inc. - 531.548157 book shares 25.18 13,384.38
(Account No. C3004376764); mean value
5 5844oJ104 121 shares of Comcast Corp - 29 certificate shares; 92 book 17.96 2,173.16
shares; mean value
6 NX4955582 15 shares of General Motors Corporation -15 certificate .49 7.35
shares; mean value
7 0508019 9 shares of General Motors Corporation - 9 certificate .49 4.41
shares; mean value
g K934153 6 shares of General Motors Corporation - 6 certificate .49 2.94
shares; mean value
9 30 shares of General Motors Corporation - 30 book shares; .49 14.70
mean value
10 NYD4586a3 491.5543 shares of Occidental Petroleum Corp. - 203 83.68 41,133.26
certificate shares; 288.5543 book shares; mean value
11 112 shares of Qwest Communications International, Inc. - 5.27 590.24
112 book shares; mean value
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 2, Recapitulation) 242,474.50
(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-1503 EX+ (g-9g)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
continued
ESTATE OF
FILE NUMBER
McAllister, Betty Jane I 21-10-0667
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
12 2,336.58 shares of T. Rowe Price -Growth Stock Account 27.06 63,227.85
No. 2244879-2
13 359.286 shares of T. Rowe Price - GNMA Account 9.95 3,574.90
1018411503.4
14 ZQ0972542 356.0934 shares of Verizon Communications, Inc. - 26 2$,2$ 10,070.32
certificate shares; 330.0934 book shares; mean value
15 Savings Bonds - 6 Series E 2,738.16
16 Savings Bonds - 6 Series I ($100 denomination) 968.88
17 Savings Bonds -10 Series I ($500 denomination) 6,208.00
18 Savings Bonds - 2 Series 1 ($5000 denomination) 13,638.00
19 Savings Bonds -1 Series HH ($500 denomination) 500.00
20 Savings Bonds - 4 Series HH ($1000 denomination) 4,000.00
21 Savings Bonds -12 Series HH ($5000 denomination) 60,000.00
TOTAL (Also enter on Line 2, Recapitulation) 242,474.50
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (6-88)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McAllister, Betty Jane 21-10-0667
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Fulton Bank - CD 022-0186528 684.14
2 Fulton Bank - CD 022-0186532 684.14
3 Fulton Bank - CD 022-0194365 14,632.05
4 Fulton Bank - CD 022-0233563 48,453.78
5 M&T Bank -Checking Account (decedent owned this account jointly with her sister Charlotte 38,370.91
M. McCallister who predeceased the decedent on 4/3/01)
6 M8~T Bank -Savings Account 38,167.92
7 MBrT Bank - CD 31003917681859 (decedent owned this account jointly with her sister 31,942.83
Charlotte M. McAllister who predeceased the decedent on 413/01)
8 PNC Bank -Checking Account 746.17
9 PSECU -Regular shares 6.10
10 PSECU - Moneyhandler 1.33
11 PSECU - CD No. 51 25,388.92
12 PSECU - CD 54 66,670.28
13 PSECU - CD 55 8,403.93
14 PSECU -Certificate of Deposit #52 59,850.72
15 PSECU -Certificate of Deposit #53 7,767.33
Total of Continuation Schedules See attached
a es
TOTAL (Also enter on Line 5, Recapitulation) 722,955.30
(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-1508 EX+(g.98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
McAllister, Betty Jane 21-10-0667
ITEM
DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
16 PSECU -Regular Shares (Acct. 1162) 5.00
17 Refund from Bethany Village -Refund of purchase of independent apartment 86,247.00
18 Refund from Bethany Village - (refund of overpayment for Hospice care) 114.89
19 Refund from Bethany Village (overpayment) 1,371.00
20 Refund from Bon Appetit Magazine 5.00
21 Refund from Smithsonian Magazine 8.49
22 Refund from Special Event EMS 75.00
23 Refund from Vogue Magazine 14.00
24 State Employees Retirement System -Final pension payment 1,007.44
25 Fulton Bank - CD 022-0114214 7,014.76
26 Fulton Bank - CD 022-0114218 7,014.76
27 M8~T Bank - CD 31003914510572 (decedent owned this account jointly with her sister 16,563.14
Charlotte M. McAllister who precedeased the decedent on 4/3/01)
28 M8~T Bank - CD 31003914510580 (decedent owned this account jointly with her sister 5,199.30
Charlotte M. McAllister who predeceased the decedent on 4/3/01)
29 M8~T Bank - CD 31003914513774 (decedent owned this account jointly with her sister 6,148.66
Charlotte M. McAllister who predeceased the decedent on 4/3/01)
30 M&T Bank - CD 31003914513782 (decedent owned this account jointly with her sister 4,397.38
Charlotte M. McAllister who predeceased the decedent on 4/3/01)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1508 EX+ (8.98)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
continued
ESTATE OF FILE NUMBER
McAllister, Betty Jane 21-10-0667
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
31 M&T Bank - CD 31003914516926 (decedent owned this account jointly with her sister 14,488.12
Charlotte M. McAllister who predecased the decedent on 4/3/01)
32 M&T Bank - CD 31003914516950 (decedent owned this account jointly with her sister 14,210.22
Charlotte M. McAllister who predeceased the decedent on 4/3101)
33 M&T Bank - CD 31003914529292 (decedent owned this account jointly with her sister 22,637.24
Charlotte M. McAllister who predeceased the decedent on 4/3/01)
34 M&T Bank - CD 31003914558126 (decedent owned this account jointly with her sister 6,116.18
Charlotte M. McAllister who predeceased decedent on 4/3/01)
35 M&T Bank - CD 31003914558134 (decedent owned this account jointly with her sister 6,116.18
Charlotte M. McAllister who predeceased the decedent on 4/3/01)
36 PNC Bank - CD 31300235826 13,884.23
37 PNC Bank - CD 31500285041 18,062.58
38 PNC Bank - CD 31500156539 8,660.21
39 PNC Bank - CD 31200197702 12,853.22
40 PNC Bank - CD 31100278665 27,526.38
41 PNC Bank - CD 31100233005 13,289.15
42 PNC Bank - CD 31200158678 8,484.24
43 PSECU -Certificate of Deposit #50 27,850.57
44 PSECU -Certificate of Deposit (24 mo.) Acct. 1162 54,275.61
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1508 EX+(8.88)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN continued
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
McAllister, Betty Jane 21-10-0667
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rev-1510 EX+(6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
McAllister, Betty Jane 21-10-0667
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
THE DATE OF RANSFRERSATTACHTAOOP OF THE DEED F~OREREAL ESTATE. DATE OF DEATH
VALUE OF ASSET °~ OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 M&T Bank -IRA 35004201817820 (Estate became the 4,879.86 4,879.86
beneficiary because the named beneficiary, the
decedent's sister Charlotte M. McAllister, predecease
decedent on 4/3/01)
2 M8rT Bank -IRA 35004201843536 (Estate became the 5,278.14 5,278.14
beneficiary because the named beneficiary,
decedent's sister Charlotte M. McAllister, predecease
the decedent on 4/3/01)
3 M&T Bank -IRA 35004201846142 (Estate became the 6,221.95 6,221.95
beneficiary because the named beneficiary, the
decedent's sister Charlotte M. McAllister, predecease
the decedent on 4/3101)
4 M&T Bank -IRA 35004201850408 (Estate became the 9,731.83 9,731.83
beneficiary because the named beneficiary, the
decedent's sister Charlotte M. McAllister, predecease
the decedent on 4/3/01)
5 Prudential Insurance Company -Contract 14 329 170. 4,727.89 100.000% 0.00 4,727.89
Accumulated dividends and interest available to
decedent during her lifetime.
TOTAL (Also enter on Line 7, Recapitulation) I 30,839.67
(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 G (Rev. 6-98)
REV-1151 EX+(~O.OB) SCHEDULE H
COMMN,KV1IkQTFgqP~~F~$,R~VANIA FUNERAL EXPENSES &
nR I N DECED V~r ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
McAllister, Betty Jane 21-10-0667
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
16,250.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission oaid
2. Attorney's Fees Michael L. Bangs 8,000.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 527.50
5. Accountant's Fees 800.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 820.06
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 26,397.56
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
McAllister, Betty Jane 21-10-0667
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Myers-Harper Funeral Home, Inc.
2 Rolling Green Cemetery
3 Rolling Green Cemetery -DAR Emblem
Other Administrative Costs
4 Cumberland Law Journal -estate advertising
5 Register of Wills -filing fee for final accounting
6 The Sentinel -estate advertising
H-A
H-B7
14,550.00
1,650.00
50.00
16,250.00
75.00
600.00
145.06
820.06
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+(72.08)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8~ LIENS
ESTATE OF (FILE NUMBER
McAllister, Betty Jane __ 21-10-0667
Repoli debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 2009 Personal Income Tax -paid to Bonnie K. Miller, Tax Collector 11.00
2 Bethany Village -Statement 6/30/10 4,717.00
3 Bethany Village 2,070.83
4 Bethany Village -Statement 5/31/10 4,580.00
5 MB~T Bank -safe deposit box rental 25.00
6 Special Event EMS 75.00
TOTAL (Also enter on Line 10, Recapitulation) I 11,478.83
(If 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)
~Y SCHEDULE J
COMM R~p~~'^"ANIA BENEFICIARIES
ESTATE OF
FILE NUMBER
McAllister, Be Jane 21-10-06 67
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
~ distributions, and transfers
under Sec. 9116 a 1.2
1 Judith Scott McAllister Niece 862,553.77
210 Cumberland Road
Lemoyne, PA 17043
Total 862,553.77
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Zion Lutheran Church 95,839.31
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 95,839.31
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
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T. ROWE PRICE SERVICES, INC.
W W W.TROW EPRICE.COM
September 9, 2010
Michael L Bangs
Bangs Law Office
429 South 18th Street
Camp Hill PA 17011
Subject: The Estate of Betty J. McAllister
Growth Stock Fund Account 2244879-2
GNMA Fund Account 1018411503-4
Dear Mr. Bangs:
P.O. Box 17302
Baltimore, Maryland
21297-1302
4515 Painters Mill Road
Owings Mills, Maryland
21117-4903
Thank you for contacting T. Rowe Price about the fund accounts shown above, registered to
the late Betty J. McAllister. We are writing in response to your recent letter dated August 30,
2010.
As requested, we have transferred Ms. McAllister's accounts to her estate, liquidated the
assets, and sent the proceeds to Judith S. McAllister at her address of record. Additionally, we
have provided below the requested account balance information as of June 11, 2010:
Fund Name Account
Number Number of
Shares Share
Price Balance Accrued
Dividends*
Growth Stock 2244879-2 2,336.580 $27.06 $63,227.85 N/A
GNMA
.v i 1018411503-4 359.286 $9.95 $3,574.90 $5.30
n,..,, ~~u u~ ~~uG~~u~ u~ C ,«~ ucuuueu crc lice oacance shown. ucvaaenas were reinvested into the
account on June 30, 2010.
T.Row+el'~iae
INVEST WITH CONFIDENCE
Mr. Bangs, we hope this information is helpful. If you have any questions regarding this
correspondence, please call a telephone services representative at 1-800-225-5132.
Representatives are available Monday through Friday from 8 a.m. to 10 p.m. ET and Saturday
from 8:30 a.m. to 5 p.m. ET.
Sincerely,
~ __
.1' „ ~ ,
f ~ ~
Elizabeth Silverman
Senior Account Services Representative
Correspondence Number: 01833847
T.Row~eP~e
INVEST WITH CONFIDENCE
~ultorlBarik
LISTENING IS JUST THE BEGINNING."'
August 9, 2010
Bangs Law Office
429 South 18th Street
Camp Hill, PA 17011
Dear Mr. Bangs,
RE: Betty J. McAllister, deceased June 11, 2010
In response to your recent ?nquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
DATE OF DEATH ACC
CD# BALANCE INT RATE OPEN ROLL OVER MATURITY
022-0114214 $7,014.76 $11.54 1.00% 11/12/99 4/12/10 5/12/12
* Titled in her name alone
022-0114218 $7,014.76 $11.54 1.00% 11/12/99 4/12/10 5/12/12
* Titled in her name alone
022-0186528 $684.14 $6.66 1.13% 8/2/02 8/2/09 8/2/10
* Titled in her name alone
022-0186532 $684.14 $6.66 1.13% 8/2/02 8/2/09 8/2/10
* Titled in her name alone
022-0194365 $14,632.05 $24.47 1.00% 2/11/03 4/11/10 5/11/12
* Titled in her name alone
022-0233563 $48,453.78 $3.98 1.00% 12/8/05 6/8/10 12/8/11
* Titled in her name alone
If you have. any other questions, please feel free to contact me at (717) 291-2436.
Sincerely,
-y~ e s'h" r.. 1 ~ x
l
~}
G ti
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1.800.FULTON.4 • fultonbank.com
Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family.
p ~rsazk
499 Mitchell Road, Millsboro, DE (9966 Adjustment Services
Phone 888-502-4349
F ax (302)934-2955
August 6, 2010
Bangs Law Office
Attorneys At Law
429 South 18th Street
Camp Hill, PA 17011
Re: Estate of Betty J McAllister
Social Security: 162-22-6462
Date of Death: June 11.2010
Dear Sir or Madam:
Per your inquiry on July 23, 2010, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
2. Type of Account
Account Number
Ownership (Names o, fl
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
10040900
Betty Jane McAllister
Charlotte M McAllister
0428B8
$38,370.91
$ .12
$38,371.03
Savings Account
15004217692547
Betty Jane McAllister
08/01/08
$38,167.92
$ 1.25
$38,169.17
3. Type of Account Certificate of Deposit
Account Number 31003914510572
Ownership (Names o, fl Betty Jane McAllister
Charlotte M McAllister
Opening Date 02/156
Balance on Date of Death $16,563.14
Accrued Interest $ 10.21
Total $16,573.35
4. Type of Account Certificate of Deposit
Account Number 31003914510580
Ownership (Names o, fl Betty Jane McAllister
Charlotte M McAllister
Opening Date 02/1 SN6
Balance on Date of Death $5,199.30
Accrued Interest $ 9.73
Total $5,209.03
5. Type of Account Certificate of Deposit
Account Number 31003914513774
Ownership (Names o, fl Betty Jane McAllister
Charlotte M McAllrster
Opening Date 03/Z2,/56
Balance on Date of Death $6,148 66
Accrued Interest $ 7.68
Total _._.... .
$6,156.34
6. Type of Account Certificate of Deposit
Account Number 31003914513782
Ownership (Names ofj Betty Jane McAllister
Charlotte M McAllister
Opening Date 03/22196
Balance on Date of Death $4,391.90
Accrued Interest $ 5.48
Total .$4,397.38
7. Type of Account Certificate of Deposit
Account Number 31003914516926
Ownership (Names o, fl Betty Jane McAllister
Charlotte M McAllister
Opening Date 04/19/56
Balance on Date of Death $14,468.12
Accrued Interest $ 34.52
Total $14,502.64
8. Type of Account Certificate of Deposit
Account Number 31003914516950
Ownership (Names ofl Betty Jane McAllister
Charlotte M McAllister
Opening Date 04/19N6
Balance on Date of Death $14,210.22
Accrued Interest $ 16.95
Total $14,227.17
9. Type of Account Certificate of Deposit
Account Number 31003914529292
Ownership (Names ofj Betty Jane McAllister
Charlotte M McAllister
Opening Date 072696
Balance on Date of Death $22,63724 ,
Accrued Interest $ 8.84
Total $22,646.08
0. Type of Account Certificate of Deposit
Account Number 31003914558126
Ownership (Names o~ Betty Jane McAllister
Charlotte M McAllister
Opening Date 0320/97
Balance on Date of Death $6,11618
Accrued Interest $ 12.26
Total $6,128.44
11. Type of Account Certificate of Deposit
Account Number 31003914558134
Ownership (Names o, f) Betty Jane McAllister
Charlone M McAllister
Opening Date 03/20/97
Balance on Date of Death $6,116.18
Accrued Interest $ 12.26
Total ~ $6,128.44
12. Type of Account Certificate of Deposit
Account Number 31003917681859
Ownership (Names o, fl Betty Jane McAllister
Opening Date 12/14/07
Balance on Date of Death $31,942.63 .
Accrued Interest $ 135.67
Total $32,078.30
13. Type of Account IRA
Account Number 35004201817820
Ownership (Names o, fl Betty Jane McAllister
Opening Date 03/02/95
Balance on Date of Death $4, 879.86
Accrued Interest $ .1.36
Total .$4,881.22
14. Type of Account IRA
Account Number 35004201843536
Ownership (Names o, fl Betty Jane McAllister
Opening Date 03/04/97
Balance on Date of Death $5,278.14
Accrued Interest $ 8.73
Total $5,286.87
15. Type of Account IRA
Account Number 35004201846142
Ownership (Names o, fl Betty Jane McAllister
Opening Date 04/04N7
Balance on Date of Death $6,221.95
Accrued Interest $ 15.02
Total .$6,236.97
16. Type of Account IRA
Account Number 35004201850408
Ownership (Names o, fl Betty Jane McAllister
Opening Date 07/17/97
Balance on Date of Death $9, 731.83
Accrued Interest $ 13.16
Total $9,744.99
17. Type of Account Safe Deposit Box
Box Number/L.ocation 2102/West Shore Plz
Ownership (Names o~ Betty Jane McAllister & Judith S McAllister
Opening Date OS/17ro6
For further acrnunt information, dosures and/or reimbursement of funds please call the West Shore Plaza Office at #717-731-1730.
This letter does not indude any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers,
Tiepresenffitive Payee, or Trustee under a Writt~ Agreement
Sin rely,
Su e M Kimble
Adjustment Services
PSEf~k
September 10, 2010
Account # 1162XXXXXX, 9102XXXXXX
MICHAEL L BANGS
429 SOUTH 18TH ST
CAMP HILL, PA 17011
Dear MR. BANGS:
The following is the status of BETTY J. MCALLISTER's 1162 account listed in your letter dated September
9, 2010.
Joint Owner's Name NONE
Date of Death 06.11.2010
Date of Birth 06.01.1926
Share Description Open date Balance Accrued Dividend
S O1 Regular Shares 07.15.1999 $ 5.00 $ 0.00
C 50 24 Month Certificate 08.24.2006 54,275.61 58.44
The dividend earned from January 1, 2010 through the date of death was $873.88. The decedent had no loans with
us. We do not have safe deposit boxes for our members.
The following is the status of BETTY J. MCALLISTER's 9102 account listed idyour letter dated September
9, 2010.
Joint Owner's Name TENTATIVE TRUST, IN TRUST FOR JUDITH S. MCALLISTER
Date of Death 06.11.2010
Date of Birth 06.01.1926
Share Description Open date Balance Accrued Dividend
S O 1 Regular Shares 11.13.2001 $ 5.00 $ 0.00
C 50 12 Month Certificate 11.13.2001 27,850.57 11.37
C 52 24 Month Certificate 11.13.2001 59,650.72 24.35
C 53 12 Month Certificate 04.30.2003 7;767.33. 2.64
The dividend earned from January 1, 2010 through the date of death was $1,005.63. The accounts listed above are
in addition to the date of death values letter dated July 30, 2010.
If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
~~
i~
Meacie Fairfax
Member Service Representative
Finance Support Unit
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.777.2100 (TDD) • 800.472.1967 (TDD)
psecu.com
This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender
PSEf~
July 30, 2010
Account # 0162XXX7CXX
MICHAEL L BANGS
429 SOUTH 18TH ST
CAMP HILL, PA 17011
Dear MR. BANGS:
The following is the status of BETTY J. MCALLISTER's account with PSECU as of the date of death.
Joint Owner's Name NONE
Date of Death 06.11.2010
Date of Birth 06.01.1926
Share Description Open date Balance Accrued Dividend
S Ol Regular Shares 10.20.1987 $ 6.10 $ 0.00
S 04 Moneyhandler 10.20.1987 1.33 0.00
C 51 12 Month Certificate 01.19.1999 25,388.92 10.36
C 54 12 Month Certificate 04.15.2004 66,670.28 22.65
C 55 24 Month Certificate 12.27.2004 8,403.93 8.50
The dividend earned from January 1, 2010 through the date of death was $829.36. The decedent had no loans with
us. We do not have safe deposit boxes for our members.
If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
Meacie Fair ax
Member Service Representative
Finance Support Unit
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777.2100 (TDD) • 800.472.1967 (TDD)
psecu.com
This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender
Sep. 3. ZG10 3:OOPM PNC BAhJK 41Z-/0~-214!
~~
tE~Gp~6 Tt~iE~AY
September 3, 2010
Michael L Bangs
429 S 18~ Street
Camp Bill, PA 17011
RE: Name: Betty Jane McAllister
SSN: 162-22-6462
DOD: 06-11-2010
Dear Mr. Bangs:
No. yj~( r, I!1
Ia response to your request fvr Date of Death (DOA) balances far the customer noted shave, our
xecards show the fallowing:
Certificate of D-epoeit
,, Account # 31500156539 Established- 05-04-1999
BETTY JANE MCALLISTER
DOD balance: $ 8,b60.21 + 1.92 accrued interest
Accaunt # 31200197702 Established: 08-15-21)00
BETTY JANE MCALLISTER
DOD balance: $12,853.22 + 2.97 accrued interest
~Aecount # 31300235626 Established: {}4-19-2003
BETTY JANE ME,ALLISTEFt
DOD balance: $13,664.23 + 3.75 accn~ed iaberest
Account # 31100278fifi5 Established: 11-1 Z 2005
BETTY JANE MCALLISTER
DOD balance: $ 27,526.38 + 0.56 accrued :interest
Account # 31500285041 Established: 02-28-2006
BETTY JANE MCALLISTER
IaOD balance: ~ 16,062.58 + 2.12 accrued interest
~ Account # 31100233005 Established: 10-01-2002
BETTY JANE MCALLISTER
DOD balance: $13,269.15 + 1.09 accrued interest
Page 1 of 2
Spp. 3. 201 G 3. (~ONM NNC ~AI~K 41 Z-(U~-114! ivo. you t r. u ~ +
r
I
y Certdieate of Deposit
Account # 31200155576 Established: 05-04-1999
BETTY JANE MCALLISTER
DOD ~,~~; ~ $,4$4.24 + 2.19 accrued interest
• Gheching Account
Account # 50{}3512502 Established: 01-09-2003
BETTY JANE MCAL1:.iS`1'ER
DC1D balance: $ 746.17 ~- 0.(10 accrued interest
Flease norte ihat this office provides date of death balances for deposit a~ccouuts (IRAs, CDs, Checking and
Savings}- We do not prnerss ~ fiaandu! trios ar grr~de atatem~ts. if you need assistance with
a~ ofthese items, Please call 1-g88-PNC-~,A,~ (1-888-?62-7265 car stop by Your local PNC lac branch
office.
Sincerely,
National Financial Sezvices Center
PNC Banks N.A.
Member FbIC
Page 2 of 2
27-Ju1-2010 08:25an From- T-915 P.002/002 F-050
Loc;~! FZe~istrtr.~1'he.oxigintl cn~eifieaee,will becforNardtd t{a IcPScan V ial ILeeords'OC&~e{Eor p~trmane~a~Fil al~cJ wirh me ~u
WARNING: bt is illegal to duplicate this copy by photostat or photograph.
Fec for rhis c~rcificace, $x.00 •R~
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'SAGE 2f2' RCYD AT 112712010 9:23;03 AM~Eastern Daylight Time~EAFAX0IH~ ~ DIES;5768' CSD;' DURATION ~mrrESS);01-01, ,, ~ _ .
1.
27-Jul-2010 08:24am From-
vA!W~ 11 tlUi71L4Is~i
The Pnrdcntlal NsumrfgQ Company of AmMlc.
Cultomcr $aiylCB otlica
PO Box t~fln$
PhnatlBlphia, PA 79176
~'w•prUO~~nfial.egm
O 120'f R78317
JUDITH 5 MCALLISTER
270 CUMBERLAND RD
LEMOYNE PA 170/+3
T-913
BATCI.1 NO. FY97
P.001/001 F-048
uuuuuu:y;~
Reason for Ch~lck: dEATH CLAIM
Check Number' D 1 201 67831 7
Check Amount: $5,727,89
Statoment Date: JUL 22 2010
Contract Numb~3r: 14 329 170
Insured/Annuitant: BETTY JANE MCALLISTER
YOUR CHECK STATEMENT
_ Page 1 of 1
We hope we have been of help to you d~ring this difficult time.
This check for $$,727•$9 represents the proceeds from the death claim an
contract 14 329 170.
SOURCE OF FUNDS 1,000.00 FACE AMOUNT OF INSURANCE
b,66d.2j ACCiJMULATED D1ViDENDS AND INTEREST
3z.6] TERl11NATION DIVIDEND
19.2 P05'rMORTEM DIVIDEND
$15. 7 INTi:REST FROM DATE OF DEATH
AMOUNT OF CHECK $5,727.$9
sti :e nY >~ ;c ~ A ~ :: :Y is :t at :t >'e ~ ~e >Y :k ~ ~ ~ >t ik k ~ ~e f$ h o1c i'c iE ~ ~ ,Y ~• ;c fc >'c >t
- If the deceased was named as a beneficiary on any other insurance contracts, we
suggest that a new beneficiary be n~:med as sawn as possible.
- Social Security benefits may also bey available. For mare information, get in
touch with the appropriate government office in your area.
If You have any questions or would like more information, please call our
Claims Area toll free at 800-4 6-103$. We are available Monday through
Friday between 8:00 a.m. and ~:DO p.R~• Eastern Time One of our customer service
representatives will be glad t4 help you.
FP985FY516)
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PAGE 111' RCYD AT 112712010 9:21,39 AM (Eastern Daylight Timed"SYR;EAFAX0116' DNIS:5T68 ~ CSID; ~ DURATION imm•ss);00.30
C ~ o
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LAST WILL AND TESTAMENT ~
~~ ~= ~'- ~
~
OF
~ ; c~ -~, _
~" -
BETTY JANE MCALLISTEI~ c-
_ ~ ~ ~.
~ -~
~~
~~~
~
Introductory Clause. I, Betty Jane McAllister, a resident of and domiciled in the
Township of East Pennsboro, County of Cumberland and Commonwealth of Pennsylvania, do
hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all
Wills and Codicils at any time heretofore made by me.
ITEM I
Direction to Pay Debts. I direct that all my legally enforceable debts, secured and
unsecured, be paid as soon as practicable after my death.
ITEM II
Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance,
succession, death or similar taxes (except generation-skipping transfer taxes) assessed with
respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained
in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on
any insurance upon my life or on any property held jointly by me with another or on any transfer
made by me during my lifetime or on any other property or interests in property included in my
estate for such tax purposes be paid out of my residuary estate and shall not be charged to or
against any recipient, beneficiary, transferee or owner of any such property or interests in
property included in my estate for such tax purposes.
ITEM III
General Bequest of Personal and Household Effects With a Precatory Memorandum. I
give and bequeath all my personal and household effects of every kind including but not limited
to furniture, appliances, furnishings, pictures, silverware, china, glass, books, jewelry, wearing
apparel, boats, automobiles, and other vehicles, and all policies of fire, burglary, property
damage, and other insurance on or in connection with the use of this property, to my niece, Judith
Scott McAllister. I request that my beneficiaries and my Personal Representative abide by any
memorandum by me directing the disposition of this property or any part thereof. This request is
precatory and not mandatory. If any beneficiary hereunder is a minor, my Personal
Representative may distribute such minor's share to such minor or for such minor's use to any
person with whom such minor is residing or who has the care or control of such minor without
~, ~~_ ,`.
e '-~/~
-1-
further responsibility and the receipt of the person to whom it is distributed shall be a complete
discharge of my Personal Representative.
ITEM IV
Outright Gift of Residuary. I give, devise and bequeath all the rest, residue and remainder
of my property of every kind and description (including lapsed legacies and devises) wherever
situate and whether acquired before or after the execution of this Will. as follows: ten percent
(10%) to Zion Lutheran Church, 15 South Fourth Street, Harrisburg, Pennsylvania, with the
stipulation that the money not be used for budgetary line items; an~ ninety percent (90%) to my
niece, Judith Scott McAllister. .
Should my niece, Judith Scott McAllister, fail to survive me, then and in that event only, I
give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devises) wherever situate and whether acquired before
or after the execution of this Will as follows: thirty percent (30%) to the above-mentioned Zion
Lutheran Church with the above-mentioned stipulation; thirty percent (30%) to my sister-in-law,
Constance L. McAllister; and the remaining forty percent (40%) to be divided and distributed in
equal shares to such of the following cousins and second cousins of mine who survive me: Nancy
Hartmire, Margaret Reeves, Sarah McAllister Lumpp, and Clair Werner.
Should any of the foregoing cousins or second cousins fail to survive me, the share that
otherwise would be distributed to that predeceased cousin or second cousin shall instead pass to
his or her heirs at law, to be determined in accordance with the laws governing intestate
succession in effect in the Commonwealth of Pennsylvania as of the, date of my death.
Should my sister-in-law, Constance L. McAllister, fail to survive me, then and in that
event only, I give, devise and bequeath all the rest, residue and remainder of my property of every
kind and description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will as follows: fifty percent (50%) to the above-
mentioned Zion Lutheran Church with the above-mentioned stipulation; and fifty percent (50%)
to the above-named cousins and second cousins who survive me, or to their heirs, to be
determined as described above.
ITEM V
Namine the Personal Representative Personal Representative Succession Personal
Representative's Fees and Other Matters. The provisions for naming the Personal
Representative, Personal Representative succession, Personal Representative's fees and other
matters are set forth below:
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(1) Naming an Individual Personal Representative. I hereby nominate, constitute and
appoint as Personal Representative of this my Last Will and Testament Judith Scott McAllister
and direct that she shall serve without bond.
(2) Naming Individual Successor or Substitute Personal Representative. If my
individual Personal Representative should fail to qualify as Personal Representative hereunder,
or for any reason should cease to act in such capacity, the successor or substitute Personal
Representative who shall also serve without bond shall a qualified person, to be appointed by the
Court having jurisdiction over the administration of my estate.
ITEM VI
Definition of Personal Representative. ~:".-2enever the word "Personal Representative" or
any modifying or substituted pronoun therefor is used in this my Will, such words and respective
pronouns shall include both the singular and the plural, the masculine, feminine and neuter
gender thereof, and shall apply equally to the Personal Representative named herein and to any
successor or substitute Personal Representative acting hereunder, and such successor or
substitute Personal Representative shall possess all the rights, powers and duties, authority and
responsibility conferred upon the Personal Representative originally named herein.
ITEM VII
Powers for Personal Representative. I give to any Executor named in this Will or any
Codicil hereto or to any successor or substitute Executor all of the powers enumerated in this
Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania
..and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective
and as in effect on the date of my death, during the administration and until the completion of the
distribution of my estate. I direct that all such powers shall be construed in the broadest possible
manner and shall be exercisable without court authorization.
(1) Power to Acquire and Retain Assets. My Executor is authorized and empowered
to acquire and to retain, either permanently or for such period of time as my Executor may
determine, any assets, including the capital stock of any closely held corporation, whether such
assets are or are not of the character approved or authorized by law for investment by fiduciaries
and whether such assets do or do not represent an overconcentration in one investment.
(2) Power to Disclaim Interests. My Executor is authorized and empowered to dis-
claim any interest, in whole or in part, of which I, or my Executor, maybe the beneficiary,
devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of
the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect).
`1 .,
-3-
(3) Power to Sell Assets and Borrow Funds. My Executor is authorized and
empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period
of time, any real or personal property and to give options to buy or lease any such property.
Additionally, my Executor is authorized and empowered to compromise claims, to borrow from
anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make
loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder);
provided that any such loans shall be adequately secured and at a fair interest rate.
(4) Power to Allocate Receipts. My Executor is authorized and empowered to allo-
cate property, charges on property, receipts and income among and between principal or income,
or partly to each, without regard to any law defining principal and. income.
ITEM VIII
Simultaneous Death Provision Presuming Beneficiary Predeceases Testator. If any
beneficiary and I should die under such circumstances as would m~.ke it doubtful whether the
beneficiary or I died first, then it shall be conclusively presumed for_the purposes of this Will that
the beneficiary predeceased me.
Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and
affixed my seal this day of ~~ , 2002.
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/~.~-~~/..7,~,~ 0 .~t~,'f ~r_ ~~.('~~ SEAL)
Betty Jari cAllister
Attestation Clause. The foregoing Will was this /G~ day of ~ ,
2002, signed, sealed, published and declared by the Testator as and for her L t Will and
Testament in our presence, and we, at her request and in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses on the above date.
-4-
PROOF OF WILL
COMMONWEALTH OF
PENNSYLVANIA
COUNTY OF CUMBERLAND
Self-Proving Affidavit
We, Betty Jane McAllister, and Bridget M. Whitley ,
Linda M. Gutshall and Marjorie A. Callanan ,the Testator and
the witnesses, respectively, whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the uYxlersigned author.:ty that the Testator signed
and executed the instrument as her Last Will and that she had signed willingly (or willingly
directed another to sign for her), and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testator, and in the presence of each other, signed the Will as witn~~s and to the best of our
knowledge the Testator was at that time eighteen years of age or older, of sound mind, and under
no constraint or undue influence.
etty J cA lister
~~~-___
Witness
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Witness
Witne
Subscribed, sworn to, and acknowledged be~or~~e b~Bet~l~alneyMcAllister, the Testator and
subscribed and sworn to before me by
Linda M. Gutshall and Marjorie A. Callanan
witnesses, this ~~-#. day of ~~ , 2002.
.. _
G'~ ~ eal)
Notary Public
•' NOTARIAL SEAL
PATRICIA D. OLYARNIK, Notary Public
Hampden Tom., Cumberland County
M Commieslon Expires A st 27, 2005
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$~NCS L~~ O~IC~
429 SOUTH 18TH STREET
CAMP HII,L, PA 17011
E-ma0: mikebaverizon net
MICHAEL L. BANGS, Attorney-at-Law
WENDY K. STRAUB, Paralegal
March 9, 2011
HAND DELIVERED
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Betty J. McAllister
File No. 21-10-0667
Dear Mrs. Strasbaugh:
Enclosed you will find the following:
PHONE: 717-730-7310
FAX: 717-730-7374
WILLIAM E. MILLER, JR.
Of Counsel
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1. The original and one copy of the Pennsylvania Inheritance Tax Return;
2. A check in the amount of $18,856.75 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.
Please file the return accordingly and provide me with a paid receipt.
Thank you.
Very truly yours,
_ V
Michael L. Bangs
wks
Enclosures
cc: Ms. Judith Scott McAllister