HomeMy WebLinkAbout04-0706
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of M. Clare Marsh No. ::;.l--6 '-J - "7 D ~
also known as
, Deceased Social Security No. 202-36-9933
Petitioner{s), who is/are 18 years of age or older. ap~Jy(i8S) for:
(COMPLETE 'A' or 'B' BELOW:)
I!J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut, or named in the last Will of
the Decedent, dated February 4, 1999 and codici~s) dated..
State relevant circumstances. e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, ancl dic:l not have a child born or adopted afte~x~ution ~e dOC~
offered for probate; was not the victim of a killing and was never adjudicated incompetent: g. 7' ';:::', (:,~
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B. Grant of Letters of Administration C>
(c.ta.; d.b.n.c.t.a; pendente lite; durant~fabSentia; d ante miriCititate)
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Petitioner{s) after a proper search has/have ascertained that Decedent left no Will and was survived by the toli8Wing spou~(if any) and
heirs:
I Name RelationshiD Residence I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Lower Allen Township, Cumberland County, Pennsylvania with his/her last family
or principal residence at 5~25 Wilson Lane, Apartment 4113, Mechanicsburg, P A 17055
(list street, number, and municipality)
Decedent, then ~years of age. died July 16, 2004 at 5-225 Wilson Lane, Apartment 4113, Mechanicsburg, P A 17055
(Location)
Decedent at death owned property with estimated values as follows: L/.2.~ ()DO -
(If domiciled in PA) All personal property $
(If not domiciled in PAl $ ,
Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County $
Value ot real estate in Pennsylvania $ "-
situated as follows:
Wherefore, Petjtioner{s) respectfully request{s) the probate of the last Will and COdicil(s) presented with this Petition and the grant of
letters in the a ro riate form to the undersi ned:
Si nature
'"3, F.Re ood Marsh
5225 Wilson Lane A artment 4113
Mechanicsbur , PA 17055
Prepared by the Pennsylvania Bar Association Form RW-1 (1991)
Copyright (c) 1996 form software only CPSystems. Inc,
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner{s) above-named swear{s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner{s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed F. Heywood Marsh '";;t. ~.. ~,.J. ~~
before me thiS~ day of
5225 Wilson Lane, Apt. 4113
Mechanicsburg, PA 17055
For the Register fiW I
No. 11p~ ~/-C)Lj-70~
Estate of M. Clare Marsh Deceased
Social Security No: 202-36-9933 Date of Death: July 16, 2004
AND NOW, this . qlJll. day of Clt 1 ~ ' 2004 , in consideration
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of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!J Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritatel
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are hereby granted to F. Heywood Marsh :::l ::::
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ell I.,~.,.. 1::;:;1
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in the above estate and that the instrument(s) dated February 4, 1999 \0
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described in the Petition be admitted to probate and filed of record as the last Will of Decedent. ~ (7:~
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FEES \0
Letters. . . . . . . . . $ ~LJCJ. 00 ~;1~.g~~1fUA/f/;#
Short Certificate(s). 5 $ 15. QSl.
Renunciation. . . . . . . $ Attorney: Thomas E. Flower, Esquire
Affidavits ( ) . . $ 1.0. No: 83993
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Extra Pages ( I , ). . . . $ Address: 2109 Market Street
Codicil. . . . . . . $ Camp Hill, PA 17011
00
JCP Fee. $ 'D. .;..- Telephone: (717) 737-3405
Inventory. $
Other . . . . $
TOTAL. . . . . . . . . $ .2J q ~ ,,([1)
Prepared by the Pennsylvania Bar Asaoclallon Copyright (c) 1996 form software only CPSysterns. Inc. Form RW-1 (1991)
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This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen.! filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~'''''''.~< ~d,'4 &'M
Local egistrar
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No. Date
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Hl05 143 Rev 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
TYPE/PRINT CERTIFICATE OF DEATH
IN SOCIAL SECURITY NUMBER
PERMANENT
BtACK INK s..;20d-'-~ - q
BIRTHPU..CE (C!tJ tInd
Slate '" FOlOlgn COunIty) OTtER
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SURVIVING SPOUSE
(IfWlllt,give......~nna"'e)
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Sequentialy lilt c:ondillont E
. if any, leading to immedi.e
. caus. Enter UNDERLYING
<' CAUSE (Diseas. or Iflury 0 . UENC
. that Iflibated eV8flll
t ,e.uting on death) LAir
WAS AN AUTOPSY \M.RE AUTOPSY FINCMNQ5 MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT V\QRK? DESCRIBE HOW INJURY OCCURRED
PERFORMED? AVAILABLE PRIOR TO 'Ei (Monti. 0..,. V_I
7 COMPlETION OF CAUSE Natural Homicide 0
OF DEATH? 0 0 ve.O NOD
Accident PendIng Invesbgalion
Yes 0 No.l&t ve.O NoD 0 o :~CE OF INJURY. At home,:. 1tr.t.IactoIy, or:. >be.
Suicide Gould no1 be determined
buikIflg.eIc.(Sp.cltrl
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>- CERTIFIER (Check only one)
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:;l 'PRONOUNCING AND CERTIFYING PHYSICIAN (PhySician both prorlOlM'lCing death and certifying 10 cause of daath)
0 To the bUI of my knoWledge, d.ath occurnd at the time, data, and place, and due to Ihe cauaea{aland mlnner a. stated. ............. ,.....
- . MEDICAL EXAMlNERlCORONER
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" Oil the baals of examination anellOf' InvaatJgltlon. In my Opinion, death occurred at die Ume, date, and place, and due to the cauDae.) and
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LAST WILL AND TESTAMENT ~ '. .~,.
OF d '::tJ
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M. CLARE MARSH (')
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I, M. CLARE MARSH, now of Camp Hill, Cumberland County, Pennsylv@ia, de~~
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this to be my Last Will and Testament and revoke all prior Wills and Codicils made b'Y me. --
ITEM I. I direct that all of my just debts and funeral expenses including the cost of
my grave marker, if any, shall be paid from my estate as soon as practicable after my decease as
a part of the administrative expenses of my estate.
ITEM II. I give the indicated sums and items to the following individuals and
institutions:
A. the sum of FIVE THOUSAND ($5,000) DOLLARS, together with my mink coat
and jewelry, to my granddaughter, L YNSEY CLARE LYLE MARSH,
(hereinafter referred to in this my Last Will and Testament as "Lynsey Marsh"),
now of Grand Junction, Colorado;
B. the sum of FIVE THOUSAND ($5,000) DOLLARS to my grandson, GREGORY
COLIN FRANCIS MARSH (hereinafter referred to in this my Last Will and
Testament as "Colin Marsh"), now of Grand Junction, Colorado;
C. the sum of FIVE THOUSAND ($5,000) DOLLARS to MARK BOUGANIM now
of Harrisburg, Pennsylvania;
D. the sum of TWO THOUSAND ($2,000) DOLLARS to the HUMANE SOCIETY
OF HARRISBURG AREA, INC. of Harrisburg, Pennsylvania;
tit. C~ V{~
M. Clare Marsh
E. the sum of TWO THOUSAND ($2,000) DOLLARS to the HELEN KRAUSE
ANIMAL FOUNDATION now of Harrisburg, Pennsylvania;
F. the sum of ONE THOUSAND ($1,000) DOLLARS to the HANDICAPPED
ARTISTS FUND;
G. the sum of ONE THOUSAND ($1,000) DOLLARS to the EASTERN DIVISION
OF DISABLED VETERANS;
H. the sum of ONE THOUSAND ($1,000) DOLLARS to the CAMP HILL
PRESBYTERIAN CHURCH of Camp Hill, Pennsylvania; and
1. the sum of FIVE THOUSAND ($5,000) DOLLARS to MEDIC ALERT
SYSTEM ofTurlock, California.
If any beneficiary or institution shall not survive me or cease to exist prior to my
death, then the gift to such beneficiary or institution shall lapse and be distributed as a part of my
residuary estate.
ITEM III. I give, devise and bequeath all of the rest, residue and remainder of my
estate, of every nature and wherever situate, unto my husband, F. HEYWOOD MARSH,
provided he shall have survived me by thirty (30) days.
ITEM IV. Should my husband, F. HEYWOOD MARSH, predecease me or die on or
before the thirtieth (30th) day following my death, I direct that my hereinafter named Personal
Representative shall, as soon as practicable, convert the real and personal property assets of my
residuary estate into cash or cash equivalents to the end that my residuary estate shall consist
solely of cash or cash equivalents. I then give the indicated sums as follows:
rv1. ~ f'.~~
M. Clare Marsh
2
A. If my granddaughter, L YNSEY MARSH, survives me, I give the sum of TWO
HUNDRED FIFTY THOUSAND ($250,000) DOLLARS to my hereinafter-
named Trustee, IN TRUST, to hold in a separate Trust for her benefit pursuant to
the Articles of Trust set forth in Item V. If my granddaughter, L YNSEY
MARSH, shall not have survived me, the same shall be given to my hereinafter
named Trustee, IN TRUST, for my grandson, COLIN MARSH, to be added to
and form a part of the separate Trust established for his benefit pursuant to
paragraph B of this Item IV.
B. If my grandson, COLIN MARSH, survives me, I give the sum of TWO
HUNDRED FIFTY THOUSAND ($250,000) DOLLARS to my hereinafter-
named Trustee, IN TRUST, to hold in a separate Trust for his benefit pursuant to
the Articles of Trust set forth in Article V. If my grandson, COLIN MARSH,
shall not have survived me, the same shall be given to my hereinafter named
Trustee, IN TRUST, for my granddaughter, L YNSEY MARSH, to be added to
and form a part of the separate Trust established for her benefit pursuant to
paragraph A of this Item IV.
C. If my residuary estate shall be insufficient to fully fund each of the Trusts
established for my granddaughter and grandson in paragraphs A and B of Item IV,
the gifts to them, IN TRUST, shall abate proportionately.
D. In the event that both my granddaughter, L YNSEY MARSH, and my grandson,
COLIN MARSH, predecease me or in the event that either shall be living but
there shall be funds remaining in my residuary estate after the full funding of the
1J{. C~~ ~v1 Cl.A,~
M. Clare Marsh ----
3
Trust(s) established for their benefit aforesaid, I then give the indicated sums to
the following individuals and institutions:
1. the sum ofTEN THOUSAND ($10,000) DOLLARS to NATASHA INCH
now of Colombo, Sri Lanka;
2. the sum of TWENTY -FIVE THOUSAND ($25,000) DOLLARS to the
BETHESDA MISSION of Harrisburg, Pennsylvania;
3. the sum of TWENTY-FIVE THOUSAND ($25,000) DOLLARS to CARE
of Philadelphia, Pennsylvania;
4. the sum of TEN THOUSAND ($10,000) DOLLARS to WITF
TELEVISION now of Harrisburg, Pennsylvania; and
5. the sum of TEN THOUSAND ($10,000) DOLLARS to the CAMP HILL
PRESBYTERIAN CHURCH of Camp Hill, Pennsylvania.
If the balance of my residuary estate shall be insufficient to fully fund each of the
foregoing gifts, the same shall abate proportionately. Further, in the event that
any above-named individual or institution shall have predeceased me or cease to
exist prior to my death, the gift that such individual or institution would have
otherwise received shall lapse and shall be added to and form a part of the balance
of my residuary estate and disposed of pursuant to the provisions of paragraph E
ofthis Item IV.
E. I give the balance of my residuary estate unto my son, ROBIN G. G. MARSH,
now of Grand Junction, Colorado, ifhe shall have survived me. In the event that
vt.~@AR_ ~1~~
M. Clare Marsh ~~-
4
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my son shall not have survived me, the same shall be given, in equal shares, unto
my granddaughter, L YNSEY MARSH, and my grandson, COLIN MARSH, share
and share alike, IN TRUST, pursuant to and in the manner described in the
provisions of paragraphs A and B of this Item IV.
ITEM V. I nominate and appoint DAUPHIN DEPOSIT BANK AND TRUST
COMPANY of Harrisburg, Pennsylvania (hereinafter called the "Trustee"), as Trustee, of the
separate Trusts established for my grandchildren, L YNSEY MARSH and COLIN MARSH,
pursuant to the provisions of paragraphs A and B of Item IV to hold the assets of each such
Trust, together with any other property that may be added to each Trust (all of such property
being hereinafter called the "principal" of the Trust), IN TRUST, pursuant to the following
Articles of Trust:
A. The Trustee shall invest and reinvest the principal of the Trust and, subject to the
exceptions provided in paragraphs Band C of this Item V, accumulate the income
and principal thereof until such time as the beneficiary thereof attains his or her
22nd birthday at which time, the then accumulated principal and income of the
Trust shall be distributed outright to such beneficiary.
B. Notwithstanding the provisions of paragraph A of this Item V in the event that
both of the natural parents of a beneficiary shall have died prior to the beneficiary
attaining his or her 22nd birthday, then Trustee may, during the term of the Trust,
disburse so much of the income and so much of the principal of the Trust as it, in
its sole discretion, deems necessary to support the beneficiary thereof in his or her
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M. Clare Marsh ---
5
accustomed manner of living to meet his or her medical, dental, hospital and
nursing expenses or the expenses of invalidism and to meet the expenses of such
beneficiary's education including, but not limited to, preparatory and
undergraduate collegiate education provided that such beneficiary maintains the
required scholastic standards of the institution or institutions attended.
C. Further, and notwithstanding the provisions of paragraph A of this Item V, and
notwithstanding the fact that one or both of the parents of ,a beneficiary may be
living at the time, Trustee may, during the term of the Trust and after considering
the other resources that may be available to the beneficiary from the parent(s) of
the beneficiary and from any other source, disburse so much of the income and so
much of the principal of the Trust as it, in its sole discretion, deems necessary
to meet the expenses of the beneficiary's undergraduate collegiate education
provided that such beneficiary maintains the required scholastic standards of the
institution or institutions attended.
D. In the event that either my granddaughter, L YNSEY MARSH, or my grandson,
COLIN MARSH, shall have died during the term of the separate Trust held for
him or her, I direct that the then undistributed income and principal of the Trust
held for such then deceased beneficiary shall be added to and form a part of the
Trust held for the other beneficiary to be administered and distributed in
accordance with the terms thereof or distributed outright to such other beneficiary
ifhe or she shall have attained his or her 22nd birthday.
W(.~ jVl~
M. Clare Marsh '
6
ITEM VI. I appoint my husband, F. HEYWOOD MARSH, as the Guardian of the
estate of any minor who shall be entitled to receive a share of my estate during my husband's
lifetime and not allocated to a Trust established herein. Such Guardian to have the power to hold
all property or funds payable to or given to the minor, free of trust, pursuant to the provisions of
this my Last Will and Testament, to hold the same until the minor reaches his or her majority or
to use the same for the minor's health, maintenance, support and education during his or her
minority, either directly or by payment to any person selected by the Guardian to disburse it
whose receipt shall be a complete acquittance therefore. The Guardian may, in the discharge of
all of the Guardian's duties hereunder, payor deposit any minor's share deemed impractical
of administration to or with a custodian for the minor under the Uniform Transfers to Minors Act
of the Commonwealth of Pennsylvania. The Guardian, as such, shall have the same powers as
my hereinafter-named Personal Representative with respect to the funds or property coming into
the custody of the Guardian and shall serve without bond. If my husband shall have predeceased
me or be incapable of acting in such capacity, I appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY of Harrisburg, Pennsylvania, as the substitute Guardian to act as aforesaid.
ITEM VII. I direct that all estate, transfer, inheritance and succession taxes upon or in
respect to the estate of which I may die seized and possessed and upon all other property upon
which or in respect to which any such taxes may be due and owing on account of my death shall
be paid out of my estate as if they were my debts without any apportionment or right of
fv1. ~ fv1~
M. Clare Marsh
7
reimbursement and all legacies, devises and other gifts including gifts of principal and income, in
trust, made by this Will or by any Codicil thereto shall be free and clear thereof.
ITEM VIII. I appoint my husband, F. HEYWOOD MARSH, as Executor of this my
Last Will and Testament. Should he fail to qualify or cease to act in such capacity, I then
appoint my son, ROBIN G. G. MARSH, as Contingent Executor of this my Last Will and
Testament. No bond shall be required of my Personal Representative in any jurisdiction.
ITEM IX. In addition to the powers given by law to my Personal Representative(s)
and Trustee [hereinafter fiduciaries] in the administration of my estate and of any Trust(s)
created herein, they shall have the following discretionary powers applicable to all real and
personal property held by them, including property held for minors, effective without court order
until actual distribution.
A. To retain any property owned by me at my death and to invest any funds held by
them in any stocks, bonds, notes or other securities or property, real or personal, including
common trust funds, mutual funds and money market deposit accounts opened or offered by my
corporate trustee, if any, or any affiliate of it.
B. To sell or otherwise dispose of any property, real or personal, at any time forming
a part of my estate or the trust estate, for cash or upon credit, in such manner and on such terms
as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of
any monies paid.
C. To manage, operate, repair, improve, mortgage or lease for any term any real
estate at any time held or owned by them as fiduciaries.
~j. Cea JU2_ {Vi ~#
M. Clare Marsh
8
.'
D. To hold investments in the name of a nominee and exercise and dispose of
warrants.
E. To engage in litigation and compromise, arbitrate or abandon claims and property.
F. To conduct any business in which I am engaged or in which I have an interest at
the time of my death for such period as the fiduciaries deem advisable, with the power to borrow
money and to pledge the assets of the business and to do all other acts which I, in my lifetime,
could have done, or to delegate such powers to a partner, manager or employee without liability
for any loss occurring therein.
G. To allocate items of receipt or disbursement between principal and income as the
fiduciaries deem equitable regardless of the character given such items by law; to distribute in
cash or kind or partly in each at valuations fixed by the fiduciaries.
H. To borrow money, including the right to borrow from any corporate trustee, if
any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee.
I. To join in any merger, reorganization, voting trust plan or other concerted action
of security holders, and to delegate discretionary duties with respect thereto.
1. Should the principal of any Trust herein provided for be or become too small in
Trustee's opinion so as to make establishment or continuance of the Trust inadvisable, my
Trustee may make immediate distribution of the then remaining principal and any accumulated
or undistributed income outright to the person or persons and in the proportion they are then
entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise
have an interest as succeeding income beneficiary(ies) or in remainder shall cease.
M.C~ \\Ii GVv~
M. Clare Marsh .-.=-
9
.
K. In general, to exercise all powers in the management of the assets of my estate or
the trust estate which any individual could exercise in the management of similar property owned
in his own right, upon such terms and conditions as the fiduciaries may deem best, and to
execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary
or proper to carry out the purposes of this Will or any Trust(s) created herein.
L. To apply income or principal to which any beneficiary is entitled, directly for his
or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable
of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such
person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete
acquittance therefore without the intervention of any guardian.
M. To asswne continuance of the status of any beneficiary with reference to death,
marriage, divorce, illness, incapacity or other change in the absence of information deemed
reliable without liability for disbursements made on such asswnptions.
N. All principal and income shall, until actual distribution to any beneficiary, be free
of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be
liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 4,0 day of
kQ~~, 1999.
n,~ M~,~
M. Clare Marsh
10
.
.
The preceding instrument, consisting of this and ten (10) other pages, identified by the signature
of the testatrix, was on the day and date thereof signed, published and declared by M. Clare
Marsh, the testatrix therein named, as and for her Last Will, in the presence of us, who, at her
request, in her presence and in the presence of each other, subscribed our names as witnesses
hereto.
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ACKNOWLEDGMENT
COMMONWEAL TH OF PENNSYLVANIA
COUNTY OF DAUPHIN : SS:
I, M. CLARE MARSH, testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the 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.
V(,C~ ~
M. Clare Marsh
Sworn or ~rmed to and acknowledged before me, by M. Clare Marsh, testatrix, this
4+-h day of ' b rUi.1.JlLj , 1999. '
. '9- ~
1.D~ L. --LUJ../:L~D
Notary PublIc
My Commission Expires:
NOTARIAL SEAL
AFFIDAVIT LINDA L GUSTIN. Notary Public
Harrisburg, Dauphin County
My Commission Expires May 24,1999
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN SS:
,
We, \illLQv'm . . LJ h ;1 l/i;l k , the
witnesses whose names are signed t e attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw testatrix sign and execute the
instrument as her Last Will; that she signed 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 years of age, of sound mind and under no constraint or undue influence.
.-----
. ~~7~-
Sworn to and subscribed before me this 4M day of .Ic 6 ruCuUj ,1999.
~ C (4J.u.. h '!J
Notary Public
My Commission Expires:
NOTARIAL SEAL
LINDA L. GUSTIN; Notary Public
Harrisburg. Dauphin County
My Commission Expires May 24,1999
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: M. Clare Marsh
Date of Death: July 16, 2004
Will No. 21-04-0706 Admin. No. 2004-00706
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of
the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on August ,2004.
Name Address
F. Heywood Marsh 5225 Wilson Lane, Apt. 4113, Mechanicsburg, PA 17055
Lynsey Marsh clo Robin G.G. Marsh, 2222 DaVinci PI., Grand Junction, CO 81503
Gregory Colin Marsh clo Robin G.G. Marsh, 2222 DaVinci PI., Grand Junction, CO 81503
Mark Bouganim 130 South Third Street, Apt. 816, Harrisburg, P A 171 0 1-2606
Helen Krause Animal Foundation P. 0, Box 311, Mechanicsburg, PA 17055-0311
Mouth and Foot Painting Artists 2070 Peachtree Industrial Park, Suite 101, Atlanta, GA 30341
United Spinal Association 54 Nashua Street, Milford, NH 03055-3717
Camp Hill Presbyterian Church 101 N23rdSt, Camp Hill,PA 17011
Medic Alert System 2323 Colorado Ave, Turlock, CA 95382-2018
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
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Date:
I / Thomas E. Flower, Esquire
SAID IS, SHUFF, FLOWER & LINDSAY
2109 Market Street au
Camp Hill, PA 17011 - ",'" g :::0
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(717) 737-3405 .., -, (')
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PENNSYLVANIA
. . DEPARTMENT OF REVENUE ^--~-^~^..~.^~--~-~.^~~---^._-,---~---~--
INHERITANCE TAX RETURN FilE NUMBER
DEPT 280601 21 04 0706
HARRISBURG, PA 17128.Q601 -
RESIDENT DECEDENT -----
COUNTYCOOE YEA' NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SDCIAL SECURITY NUMBER
I- MARSH,M.ClARE 202-36-9933
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W ----- '-'-
C DATE DF DEATH (MM-DD,YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W 07/16/2004 01/05/1922 REGISTER OF WillS
0
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C MARSH, F. HEYWOOD 381-30-6784
w ~ 1, Original Return o 2. Supplemental Return o 3. Remainder Return (dale of c1eath prior 10 12.13.82)
'-
:ll:::!;U) o 4. limited Estate o 4a. Future Interest Compromise (dalllof dllalh atler12.12-S2) o 5. Federal Estate Tax Return Required
0.""
w"o
",00 o 6. Decedent Died Testate (AUam copy of Will) o 7, Decedent Maintained a Living Trust (AlIach copy ofTru~) 8. Total Number of Safe Deposit Boxes
00:'"
..Ill -
.. o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (dale of death i)elwllen 12.31.91 and 1+95) o 11. Election to tax under Sec. 9113(A} (AlIact\ Sch 0)
"
'-
" COMPLETE MAILING ADDRESS
w NAME
0 THOMAS E. FLOWER
" 2109 MARKET STREET
0 FIRM NAME (If Appicable)
.. CAMP Hill, PA 17011
co SAIDIS, SHUFF, FLOWER & LINDSAY
w
0:
0: TELEPHONE NUMBER
0
0 (717) 737-3405
1. Real Estate (Schedule A) (1) (") ::0
:=0 (",'I
2. Stocks and Bonds (Schedule B) (2) ,'..:J:J <- (-.)
[;:)-0 :C':,." C")
!_:q;.:O :-_'"J
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) t;-~..!;:M I ':--1
(4) (~; ~ $, -.J
4. Mortgages & Notes Receivable (Schedule D) CJ
(5) 481,578.43 :no <"';-1
5. Cash, Bank Deposits & Miscellaneous Personal Property :.C: ~:~: i~l~j
Z (Schedule E) [_.") 55 l.O ~fl1
0 2,133.40 'J-l .. en C~
6. Jointly Owned Property (Schedule F) (5) ):;.0. <..:1
~ o Separate Billing Requested -1'"1
0'
::J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
I- (Schedule GorL)
a:: 8. Total Gross Assets (total Lines 1-7) (8) 483,711.83
<C
0 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
W
It: 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Une 8 minus Line 11) (12) 483,711.83
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 11,000.00
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus Line 13) (14) 47.1,711.83
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax 456-,711.83
0 x.o~ (15) 0.00
!;;: rate, or transfers under Sec. 9116 (a)(1.2)
10,000,00 x.o:'!E... (16) 450.00
I-' 16. Amount of line 14 taxable at lineal rate
::J
D. 17. Amount of line 141axable at sibling rate x.12 (17)
:E
0 18. Amount of Line 14 taxable al collateral rate 5,000.00 x .15 (18) 750.00
0
g 19. Tax Due (19) 1,200.00
..::r
Decedent's Complete Address:
STREET ADDRESS
5225 Wilson Ln.
Apt. #4113
CITYM h . b , STATE , ZIP 17055
ec anlCS urg PA
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1) 1,200.00
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
Total Credits (A + 8 + C ) (2) 0.00
3. InteresVPenaily if applicable
D.lnterest
E. Penally
TotallnteresVPenalty ( 0 + E ) (3) 0,00
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,200,00
A. Enter the interest on the tax due. (5A) 0.00
8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58) 1,200.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property lransferred;................................................................. ................... .... 0 [KI
b. retain the right to designate who shall use the property transferred or jts income; ............................................ 0 [KI
c. retain a reversionary interest; or................ .................................... ....... ......................... ............ ..................... 0 [KI
d. receive the promise for life of either payments, benefits or care? ............................................. ........................ 0 [KI
2. If death occurred after December 12, 19B2, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................... ........................ ............ ................... 0 [KI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ... 0 [KI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .. ............................. ...................... ........................ ........ ......... ................... 0 [KI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penaRies of pe~ury, 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.
DeclaraHon of preparer other than Ihe personal representative is base donallinformationofwhichpreparerhasanyknowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
"'-. H.t.',t^- r t ~~\~ .4 Au...ft .., r\'-lf.
ADDRESS
F. He~wood Marsh, 5225 Wilson Ln.. Apt. #4113, Mechanicsburg, PA 17055
SIGN OF PREPARER O~ T A PRESENTATIVE DATE
m~/] c- ,U/( /2, }.7 - cJ
ADDRESS
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 3%
[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% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable even jf
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 parenl,
or a slepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of Iransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P,S. ~9116(a)(l)J.
The tax rate imposed on the nel value of transfers to or for the use of the decedent's siblings is 12% [72 P.S, ~9116(a)(1.3)J. 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-1508 EX+ (6-98)
'* SCHEDULE E
COMMONI/v'EALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
M. CLARE MARSH 21-04-0706
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property JoIntly-owned with right of survivorshIp must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T BANK checking #57772541: $10,666.25 ppl. bal. pius $0.11 accrued interest 10,666.36
2. M&T BANK certificate #31003913916656: $10,000 ppl. bal. plus $7.17 accrued interest 10,007.17
3. M&T BANK certificate #31003914449200: $5,000 ppl. bal. plus $3.85 accrued interest 5,003.85
4. L10yds TSB Bank, Isle of Man, UK - savings ace!. #00382085: ppl. bal. $455,572.12 + $328.93 ace. in!. 455,901.05
TOTAL (Also enter on line 5, Recapitulation) $ 481,578.43
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-9B)
'* SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
M, CLARE MARSH 21-04-0706
If an asset was made Joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. F. HEYWOOD MARSH 5225 WILSON LN., APT. 4113 SURVIVING SPOUSE
MECHANICSBURG, PA 17055
B.
C.
JOINTLY.OWNED PROPERTY:
lEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MAD' INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. M&T BANK ck9. acct. #57771944 .
0812811964 4,266.79 1/2 2,133.40
TOTAL (Also enter on line 6, Recapitulation) $ 2,133.40 .
(If more space IS needed, Insert addItional sheets of the same size)
REV-1513 EX+(9-00) '*
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
M. CLARE MARSH 21-04-0706
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (.) (1.211
1. LYNSEY MARSH, 2222 DaVinci PI., Grand Junction, CO 81503 granddaughter 5,000.00
2. GREGORY MARSH, 2222 DaVinci PI" Grand Junction, CO 81503 grandson 5,000.00
3. MARK BOUGANIM, 130 S, Third St, #816, Harrisburg, PA 17101 none I 5,000.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 18, AS APPROPRIATE, ON REV.ISDD COVER SHEET
II NON,TAXABLE DISTRIBUTIONS;
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
4. F, HEYWOOD MARSH, 5225 Wilson Ln., #4113, Mechanicsburg, PA 17055 4fi6, 7/1, 'ii3
CHARITABLE CONTRIBUTIONS, CONTINUATION:
10. Medic Alert System, 2323 Colorado Ave., Turlock, CA 95382 5,000.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
5. Humane Society of Hbg" Inc., 7790 Grayson Rd., Harrisbur9, PA 2,000.00
6. Helen Krause Animal Foundation, P.O. Box 311, Mechanicsburg, PA 17055 2,000.00
7. Mouth and Foot Paining Artists, 2070 Peachtree Indus. Pk" Ste. 101, Atlanta, GA 30341 1,000.00
8. United Spinal Association, 75,20 Astoria Blvd" Jackson Heights, NY 11370 1,000.00
9. Camp Hill Presbyterian Church, 101 N. 23rd St, Camp Hill, PA 17011 I 17{)t7.dt>
,
.
TOTAL OF PART 11- ENTER TOTAL NON,TAXABLE DISTRIBUTIONS ON LINE 13 OF REY.ISDD COYER SHEET $ 1'-,000.00
(If more space IS needed, Insert additional sheets of the same size)
LAST WILL AND TEST AMENT
OF
M. CLARE MARSH
I, M. CLARE MARSH, now of Camp Hill, Cumberland County, Pennsylvania, declare
this to be my Last Will and Testament and revoke all prior Wills and Codicils made by me,
ITEM I. I direct that all of my just debts and funeral expenses including the cost of
my grave marker, if any, shall be paid from my estate as soon as practicable after my decease as
a part of the administrative expenses of my estate.
ITEM II. I give the indicated sums and items to the following individuals and
institutions:
A the sum of FIVE THOUSAND ($5,000) DOLLARS, together with my mink coat
and jewelry, to my granddaughter, L YNSEY CLARE LYLE MARSH,
(hereinafter referred to in this my Last Will and Testament as "Lynsey Marsh"),
now of Grand Junction, Colorado;
B. the sum of FIVE THOUSAND ($5,000) DOLLARS to my grandson, GREGORY
COLIN FRANCIS MARSH (hereinafter referred to in this my Last Will and
Testament as "Colin Marsh"), now of Grand Junction, Colorado;
C. the sum of FIVE THOUSAND ($5,000) DOLLARS to MARK BOUGANIM now
of Harrisburg, Pennsylvania;
D. the sum of TWO THOUSAND ($2,000) DOLLARS to the HUMANE SOCIETY
OF HARRISBURG AREA, INC, of Harrisburg, Pennsylvania;
~1 , C~ lV1CL~
M. Clare Marsh -
E. the sum of TWO THOUSAND ($2,000) DOLLARS to the HELEN KRAUSE
ANIMAL FOUNDATION now of Harrisburg, Pennsylvania;
F. the sum of ONE THOUSAND ($1,000) DOLLARS to the HANDICAPPED
ARTISTS FUND;
G. the sum of ONE THOUSAND ($1,000) DOLLARS to the EASTERN DIVISION
OF DISABLED VETERANS;
H. the sum of ONE THOUSAND ($1,000) DOLLARS to the CAMP HILL
PRESBYTERlAN CHURCH of Camp Hill, Pennsylvania; and
L the sum of FIVE THOUSAND ($5,000) DOLLARS to MEDIC ALERT
SYSTEM of Tur10ck, California.
If any beneficiary or institution shall not survive me or cease to exist prior to my
death, then the gift to such beneficiary or institution shall lapse and be distributed as a part of my
residuary estate.
ITEM III. I give, devise and bequeath all of the rest, residue and remainder of my
estate, of every nature and wherever situate, unto my husband, F, HEYWOOD MARSH,
provided he shall have survived me by thirty (30) days.
ITEM IV. Should my husband, F. HEYWOOD ~I.lARSH, predecease me or die on or
before the thirtieth (30th) day following my death, I direct that my hereinafter named Personal
Representative shall, as soon as practicable, convert the real and personal property assets of my
residuary estate into cash or cash equivalents to the end that my residuary estate shall consist
solely of cash or cash equivalents. I then give the indicated sums as follows:
~,~-"-' \V\ G_>V~ _
M. Clare Marsh -
2
A. If my granddaughter, L YNSEY MARSH, survives me, I give the sum of TWO
HUNDRED FIFTY THOUSAND ($250,000) DOLLARS to my hereinafter-
named Trustee, IN TRUST, to hold in a separate Trust for her benefit pursuant to
the Articles of Trust set forth in Item V, If my granddaughter, L YNSEY
MARSH, shall not have survived me, the same shall be given to my hereinafter
named Trustee, IN TRUST, for my grandson, COLIN MARSH, to be added to
and form a part of the separate Trust established for his benefit pursuant to
paragraph B of this Item IV,
B. If my grandson, COLIN MARSH, survives me, I give the sum of TWO
HUNDRED FIFTY THOUSAND ($250,000) DOLLARS to my hereinafter-
named Trustee, IN TRUST, to hold in a separate Trust for his benefit pursuant to
the Articles of Trust set forth in Article V. If my grandson, COLIN MARSH,
shall not have survived me, the same shall be given to my hereinafter named
Trustee, IN TRUST, for my granddaughter, L YNSEY MARSH, to be added to
and form a part of the separate Trust established for her benefit pursuant to
paragraph A of this Item IV,
C. If my residuary estate shall be insufficient to fully fund each of the Trusts
established for my granddaughter and grandson in paragraphs A and B ofItem IV,
the gifts to them, IN TRUST, shall abate proportionately.
D. In the event that both my granddaughter, L YNSEY MARSH, and my grandson,
COLIN MARSH, predecease me or in the event that either shall be living but
there shall be funds remaining in my residuary estate after the full funding of the
~1, C~U1- t\1 CU-~
M. Clare Marsh /
3
Trust(s) established for their benefit aforesaid, I then give the indicated sums to
the following individuals and institutions:
I. the sum ofTEN THOUSAND ($10,000) DOLLARS to NATASHA INCH
now of Colombo, Sri Lanka;
2. the sum of TWENTY-FIVE THOUSAND ($25,000) DOLLARS to the
BETHESDA MISSION of Harrisburg, Pennsylvania;
3. the sum of TWENTY -FIVE THOUSAND ($25,000) .DOLLARS to CARE
of Philadelphia, Pennsylvania;
4. the sum of TEN THOUSAND ($10,000) DOLLARS to WITF
TELEVISION now of Harrisburg, Pennsylvania; and
5. the sum of TEN THOUSAND ($10,000) DOLLARS to the CAMP HILL
PRESBYTERIAN CHURCH of Camp Hill, Pennsylvania,
If the balance of my residuary estate shall be insufficient to fully fund each of the
foregoing gifts, the same shall abate proportionately. Further, in the event that
any above-named individual or institution shall have predeceased me or cease to
exist prior to my death, the gift that such individual or institution would have
otherwise received shall lapse and shall be added to and form a part of the balance
of my residuary estate and disposed of pursuant to the provisions of paragraph E
ofthis Item IV.
E, I give the balance of my residuary estate unto my son, ROBIN G. G, MARSH,
now of Grand Junction, Colorado, ifhe shall have survived me, In the event that
Vi. (':lfiJ u~ 1\1 Q~
M. Clare Marsh ~.
4
my son shall not have survived me, the same shall be given, in equal shares, unto
my granddaughter, L YNSEY MARSH, and my grandson, COLIN MARSH, share
and share alike, IN TRUST, pursuant to and in the manner described in the
provisions of paragraphs A and B of this Item IV.
ITEM V. I nominate and appoint DAUPHIN DEPOSIT BANK AND TRUST
COMPANY of Harrisburg, Pennsylvania (hereinafter called the "Trustee"), as Trustee, of the
separate Trusts established for my grandchildren, L YNSEY MARSH and COLIN MARSH,
pursuant to the provisions of paragraphs A and B of Item IV to hold the assets of each such
Trust, together with any other property that may be added to each Trust (all of such property
being hereinafter called the "principal" of the Trust), IN TRUST, pursuant to the following
Articles of Trust:
A. The Trustee shall invest and reinvest the principal of the Trust and, subject to the
exceptions provided in paragraphs B and C of this Item V, accumulate the income
and principal thereof until such time as the beneficiary thereof attains his or her
22nd birthday at which time, the then accumulated principal and income of the
Trust shall be distributed outright to such beneficiary.
B. Notwithstanding the provisions of paragraph A of this Item V in the event that
both of the natural parents of a beneficiary shall have died prior to the beneficiary
attaining his or her 22nd birthday, then Trustee may, during the term of the Trust,
disburse so much of the income and so much of the principal of the Trust as it, in
its sole discretion, deems necessary to support the beneficiary thereof in his or her
~1. ~~ rI( CZJV~
M. Clare Marsh -
5
accustomed manner of living to meet his or her medical, dental, hospital and
nursing expenses or the expenses of invalidism and to meet the expenses of such
beneficiary's education including, but not limited to, preparatory and
undergraduate collegiate education provided that such beneficiary maintains the
required scholastic standards of the institution or institutions attended.
C. Further, and notwithstanding the provisions of paragraph A of this Item V, and
notwithstanding the fact that one or both of the parents of ,a beneficiary may be
living at the time, Trustee may, during the term of the Trust and after considering
the other resources that may be available to the beneficiary from the parent(s) of
the beneficiary and from any other source, disburse so much of the income and so
much of the principal of the Trust as it, in its sole discretion, deems necessary
to meet the expenses of the beneficiary's undergraduate collegiate education
provided that such beneficiary maintains the required scholastic standards of the
institution or institutions attended,
D. In the event that either my granddaughter, L YNSEY MARSH, or my grandson,
COLIN MARSH, shall have died during the term of the separate Trust held for
him or her, I direct that the then undistributed income and principal of the Trust
held for such then deceased beneficiary shall be added to and form a part of the
Trust held for the other beneficiary to be administered and distributed in
accordance with the terms thereof or distributed outright to such other beneficiary
ifhe or she shall have attained his or her 22nd birthday.
/lit. ~ (Vl~~
M. Clare Marsh --
6
ITEM VI. I appoint my husband, F. HEYWOOD MARSH, as the Guardian of the
estate of any minor who shall be entitled to receive a share of my estate during my husband's
lifetime and not allocated to a Trust established herein. Such Guardian to have the power to hold
all property or funds payable to or given to the minor, free of trust, pursuant to the provisions of
this my Last Will and Testament, to hold the same until the minor reaches his or her majority or
to use the same for the minor's health, maintenance, support and education during his or her
minority, either directly or by payment to any person selected by the Guardian to disburse it
whose receipt shall be a complete acquittance therefore, The Guardian may, in the discharge of
all of the Guardian's duties hereunder, payor deposit any minor's share deemed impractical
of administration to or with a custodian for the minor under the Uniform Transfers to Minors Act
of the Commonwealth of Pennsylvania, The Guardian, as such, shall have the same powers as
my hereinafter-named Personal Representative with respect to the funds or property coming into
the custody of the Guardian and shall serve without bond. Ifmy husband shall have predeceased
me or be incapable of acting in such capacity, I appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY of Harrisburg, Pennsylvania, as the substitute Guardian to act as aforesaid.
ITEM VII. I direct that all estate, transfer, inheritance and succession taxes upon or in
respect to the estate of which I may die seized and possessed and upon all other property upon
which or in respect to which any such taxes may be due and owing on account of my death shall
be paid out of my estate as if they were my debts without any apportionment or right of
~1. en .", (\0 1 ~ci2
M. Clare Marsh
7
reimbursement and all legacies, devises and other gifts including gifts of principal and income, in
trust, made by this Will or by any Codicil thereto shall be free and clear thereof.
ITEM VIII. I appoint my husband, F, HEYWOOD MARSH, as Executor of this my
Last Will and Testament. Should he fail to qualify or cease to act in such capacity, I then
appoint my son, ROBIN G, G, MARSH, as Contingent Executor of this my Last Will and
Testament. No bond shall be required of my Personal Representative in any jurisdiction.
ITEM IX. In addition to the powers given by law to my Personal Representative(s)
and Trustee [hereinafter fiduciaries] in the administration of my estate and of any Trust(s)
created herein, they shall have the following discretionary powers applicable to all real and
personal property held by them, including property held for minors, effective without court order
until actual distribution.
A To retain any property owned by me at my death and to invest any funds held by
them in any stocks, bonds, notes or other securities or property, real or personal, including
common trust funds, mutual funds and money market deposit accounts opened or offered by my
corporate trustee, if any, or any affiliate of it.
B. To sell or otherwise dispose of any property, real or personal, at any time forming
a part of my estate or the trust estate, for cash or upon credit, in such manner and on such terms
as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of
any monies paid.
C. To manage, operate, repair, improve, mortgage or lease for any term any real
estate at any time held or owned by them as fiduciaries.
f/I. Ce,'-'! II\, 1 &.-1.-'#
M. Clare Marsh -
8
D. To hold investments in the name of a nominee and exercise and dispose of
warrants.
E. To engage in litigation and compromise, arbitrate or abandon claims and property,
F. To conduct any business in which I am engaged or in which I have an interest at
the time of my death for such period as the fiduciaries deem advisable, with the power to borrow
money and to pledge the assets of the business and to do all other acts which I, in my lifetime,
could have done, or to delegate such powers to a partner, manager or employee without liability
for any loss occurring therein.
G. To allocate items of receipt or disbursement between principal and income as the
fiduciaries deem equitable regardless of the character given such items by law; to distribute in
cash or kind or partly in each at valuations fixed by the fiduciaries.
H. To borrow money, including the right to borrow from any corporate trustee, if
any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee.
1. To join in any merger, reorganization, voting trust plan or other concerted action
of security holders, and to delegate discretionary duties with respect thereto.
1. Should the principal of any Trust herein provided for be or become too small in
Trustee's opinion so as to make establishment or continuance of the Trust inadvisable, my
Trustee may make immediate distribution of the then remaining principal and any accumulated
or undistributed income outright to the person or persons and in the proportion they are then
entitled to income, Upon such termination, the rights of all beneficiary(ies) who might otherwise
have an interest as succeeding income beneficiary(ies) or in remainder shall cease.
rvt Cpa >....P.- \'Vi ~..Jjdi?
M. Clare Marsh ..c'
9
K. In general, to exercise all powers in the management of the assets of my estate or
the trust estate which any individual could exercise in the management of similar property owned
in his own right, upon such terms and conditions as the fiduciaries may deem best, and to
execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary
or proper to carry out the purposes of this Will or any Trust(s) created herein.
L. To apply income or principal to which any beneficiary is entitled, directly for his
or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable
of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such
person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete
acquittance therefore without the intervention of any guardian,
M. To assume continuance of the status of any beneficiary with reference to death,
marriage, divorce, illness, incapacity or other change in the absence of information deemed
reliable without liability for disbursements made on such assumptions.
N. All principal and income shall, until actual distribution to any beneficiary, be free
of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be
liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 4-.0 day of
~-t,~{_, 1999.
M,~ (1,1 CUv:.-f?
M. Clare Marsh -
10
The preceding instrument, consisting of this and ten (10) other pages, identified by the signature
of the testatrix, was on the day and date thereof signed, published and declared by M. Clare
Marsh, the testatrix therein named, as and for her Last Will, in the presence of us, who, at her
request, in her presence and in the presence of each other, subscribed our names as witnesses
hereto,
~
. /:..-/~ //~ ,.-?<,,';e~/ /p~7~ /~2v2/&~r--rl1- f '/( 0 J
G"/;;~-7-> ~,/~~,
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11
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN SS:
I, M. CLARE MARSH, testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the 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,
v(.C~ fvk~
M. Clare Marsh .--"
Sworn or tfrmed to and acknowledged before me, by M. Clare Marsh, testatrix, this
4th day of . IJfLUL'lLj ,1999, .
L-rui.L'L L. q,}..L:LQ.~
Notary Pubhc
My Commission Expires:
NOTARIAL SEAL
AFFIDAVIT LINDA L GUSTIN, Notary Public
Harrisburg, Dauphin County
My Commission Exoires May 24, 1999
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN SS:
We, Luu.,.yY1 k UJ /1 . ht o,rnd J.h ' ,;:1 ~1 k , the
witnesses whose names are signed t he attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw testatrix sign and execute the
instrument as her Last Will; that she signed 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 years of age, of sound mind and under no constraint or undue influence,
....--'
c'~~_ ~C ~-==::_n____,
~ td ~J
-X? , ~
Sworn to and subscribed before me this 4 -1-/1 day of Ie n ru. Cuu..; , 1999.
Ivv~-/:L (. q--4>.\ h n
Notary Public
My Commission Expires:
NOTARIAL SEAL
LINDA L. GUSTIN, Notary Public
Harrisburg, Dauphin County
My Commission Expires May 24,1999
M&T Bank AUG 3 02004
P.o. Box 900. Millsboro, DE
Re~ Estate ofM. Clare Marsh
Date of Death: July 16, 2004
Social Security No. 202-36-9933
Dear Sir/Madam:
The following is a complete record of the above decedent's accounts as of July 16, 2004,
decedent's date of death, If the decedent had a safe deposit box, indicate number I'JUY\JJ
Balance on Date of Death
Account No, Type of Principal Accrued Names on Date
Account Interest Account (All Opened
Owners)
57771'7'1'1 e {fC,(lrN f ,/ ~ip(; 77' yJ n Ikr,wooJ />/qa!; Bj,l/bY
/ I /J1. (! 'I Qle Jt!4,('S I;
5'7'77 dS'/i checJ:)o, 1/0 ???';'5 1ID.J/ IVJ C/1tE ,41ill?5lf ~pY/7?
31 ex:, it! Ci) f /0; 006.00 cf 7. /') /VI CL4reE jltllRJ'J; 0/<<7/01
/2. ;I(..~S?
31 S~'L q, CD 15, ODO. 00 t 3.?5 /11 {'tJlLE 1114Rsh ;:.):22/'73
I LOa
~~~
Signatu e of lClal
Date: 8/2.:/01-
F . Title:-&. tJ&J f!.J?.k
I
L10ydsTSB Offshore Limited
Isle of Man Offshore Centre
OVERSEAS Club PO Box 12
Douglas
- ~ -::---- SEP 2 1 2004 Isle of Man
IM99 ISS
Tel: +441624 641711 (UK 01624 641711)
Fax: +44 1624 670929 (UK 01624 670929)
Mr Thomas E Flower Your Ref: TEF/SA
Saidis Shuff Flower& Lindsay
2109 Market Street Our Ref: AC/AC
Camp HilI
Pennsylvania 17011 Date:15 September 2004
United States of America
Dear Mr Flower
Estate of the Late Mrs M Clare Marsh
I write further to your letter of the 16th August 2004, requesting information on the account of
the late Mrs Marsh, and I am now in a position to release this information to you.
The balance of the account as at the date of death being 16th July 2004 was f243,440.37 and
the accrued interest was f.175.77.
If I can be of any further assistance please do not hesitate to contact me.
Yours sincerely
~i\Q~ C1uu~~
ANNETTE CUNNINGHAM
Technical Banking Advisor
ExchangeRate.com - Exchange Rate - Currencies - Graphs - International Currency - Fore... Page I of2
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX{11-96}
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004807
FLOWER THOMAS E
2109 MARKET STREET
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
nn___+ fold Un_n__~ n___n_
101 I $1,200.00
ESTATE INFORMATIDN: SSN: 202,36,9933 I
FILE NUMBER: 2104-0706 I
DECEDENT NAME: MARSH M CLARE I
DATE DF PAYMENT: 01/07/2005 I
POSTMARK DATE: 01/07/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 07/16/2004 I
I
TOTAL AMOUNT PAID: $1,200.00
REMARKS:
CHECK#102
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAll.jtrixES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION." APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
PO BOX Z80601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 171Z8-0601 REV-1541 EX AFP (12-04)
p. 1,'- DATE 03-21-2005
.!' '"b ESTATE OF MARSH M C
DATE OF DEATH 07-16-2004
O'gPt'.~ilt\Jt(; FILE NUMBER 21 04-0706
$ , - \; V:<"t1... COUNTY CUMBERLAND
THOMAS Clif'.F'tlOWEIVr ACN 101
SAIDIS ETAL I Allount Rellitted I
2109 MARKET ST
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
RE'V' =Ui;'f-Ex--AFjr-Cn-:6J"-No;'ICE--oF-iNHErtifANcE-TAx-'A.PPR'A.isE'iEN'~--ALtOQANCE.OR._.._.._.._... .-.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARSH M C FILE NO. 21 04-0706 ACN 101 DATE 03-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ll) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. MortgageslNotes Receivable (Schedule D) (4) .00 of this forll with your
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 481.578.43 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) 2.133.40
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 483.711.83
APPROVED DEDUCTIONS AND EXEMPTIONS: .00
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) llO) .00
U. Total Deductions llll 00
12. Net Value of Tax Return ll2) 483.711 .83
13. Charitable/Governnental 8equestSi Non-elected 9113 Trusts (Schedule J) ll3) 12.000.00
14. Net Value of Estate Subject to Tax ll4) 471.711.83
NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: 456.711 .83 X
lS. Allount of Line 14 at Spousal rate llS) 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate ll6) 10.000.00 X 045 = 450.00
17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate ll8) 5.000.00 X 15 = 750.00
19. Principal Tax Due ll9)= 1.200.00
TAX DI S:
+ AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-07-2005 CD004807 .00 1.200.00
TOTAL TAX CREDIT 1.200.00
~ BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6,12
Name of Decedent: M. Clare Marsh
Date of Death: July 16, 2004
Will No. 2004-00706 Admin. No. 21-04-0706
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete: Yes..ll; No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes_;
No X.
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes lL No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report.
Date: if,. ;)7,. D~ ~~
Thomas E. Flower, Esquire \
LD. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
,..... Camp Hill, P A 17011
C') (717) 737-3405
(...J
( ...
Capacity: _ Personal Representative
~ Counsel for Personal Representative
~
-
STATUS REPORT UNDER RlJLE 6.12
Name of Decedent: f>- HNN' G.-/Ar T Kit!.
Iff/lIe Iq
Date of Death: ,JL, / 7' 6/ 200'<
F,\e.
WrltNo.: 200,3 -00 70 Co .A..~.1~3.:
Pursuant to Rule 6.12 of the Supreme Cow""! O'yharlS' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes [fJ.--' NoD
2. lithe answer is No, state when the uersonal representative reasonably believes
- -
that the administration will be complete:
3. lithe answer to No.1 is Yes, state the following:
a. Did ~onal representative :file a final account with the Court?
Yes _ No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
-
c. Did the personal representative state an account informally to the parties
in interest? Yes g--' No 0
c, Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the Orpbans' Court
and may be attacbed to this report.
Date: _ QL ~ ) .A, <;::/
~ature
0u h"" w ~ / "-"' I /'PI C 4.
Name
7 P/i/'C ){L-C f</J. lrl'4'Sl/s?:,c.('c; P/I
Address
170 C/o
7f7 7;rc; - ('/c.~'7
Telephone No,
rp,.....ac7ty. rzt-:Pe:rson~I Re""'''''''''spnbt1ve
'-'~l-' - . _ -l '-'i. .._.... 1-'-'......" ~.....~..
o Counsel for personal representative
c4