HomeMy WebLinkAbout03-0370PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
, Deceased.
Social Security No. _ 7d)_l ' Ocli- ~_ 3[~1) '
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last wil} oi' the above decedent, dated /~/~[-{ ~'...q
and codicil(s) dated
Register of Wills for the
County of
Commonwealth of Pennsylvania
in the
named
, ~;e_O/;5
(slate relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (~ M~[~J~f') . Coumx, Pennsylvania, with
h_ D last family or principal residence at ~? ~. ?~c~ ~..~ P.~9..~,/A., PA
(list street, number and muncipality)
Decendent,~ then ~-55 _ years of.age, died /'{-J l (./ , 1-el ~0~,:5 ,
Except as f[t'~dws,"de~e~i~nt ~l'i-d~oi ~;~, ~v~s'n(~t di~,c~c-e~ ~n~t did not have a child born or adopted
.after execution of the ~l~l~/~ffered for probate; was not the victim ora killing and was never adjudicated
incompetent:
w'[ ~
Decendent at death o ned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsvlv,0.nia
situated as follows:
$
WHEREFORE, petitioner(s) respectfully r¢ouest(s) the .vriabate of the last will and codicil(s)
presented herewith and the grant of letters "[(~f'~.~'/~X[?..f~--'<-I
(heron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
¢o o w n xu ov
)
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 represen-
tative(s) of the abeve decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or ~rmed and subscribed ~~(. ~~~
before meAhis .~ day of [~ ~'~
' - ' ~egister ~
No.
Estate Of (Y~o.~ ,~. ~o_6o~, , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 0~-~- r'~]~ cxTOOa
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated,~'
described therein be admitted to probate and filed of record as the last will of
and Letters ~ ~o~~e~t~, ,.
are hereby granted to /~i_~[ K
, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $
Short Certificates(~) .......... $ IG.oo
~.._~2.a~ {x~ ..... $~1,0o -
,3¢P $i0,0o
TOTAL
Filed ....~..-~..q.--.O.~ ....................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his 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 permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9 0 9 4 9 S 8 APR 1 ? 2003
No.
Local Registrar
Date
;43 Rev 2/87
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'* Mio. hao~l L. ~erTt
AGE (Lasl 8,ttr~y) I I./NOE R t YEAFI ~ UN~ER ! D~ DATE ~ ~H
~ ~ "f.: ~ ~ ~ ~- ) J ~uc~ tone
,,~ Vi~ ~sident I,,L P~tne~ship
347 ~h 24~ S~t ~s--
2 tNFOi~d~ T'S k~l~ ,~Ot~SS (,~4~. ,~dy/To~n ~. ~ ~)
~ ~ ~ncv ~ve~ I - '
~__.,__~ ~ o~U ~m~,,~ ll~.~y.~) I~ ' ~'~Y ......~ IL~'c~'~''z~
~ ~ ~ ~,m. ~ ~ ..... [~E S~EO
. I~. I~' ~' ~
~ ~ ~ AC~E~E ~:
~ ~ e~s ~ ~ (~ ~ A C~E~E ~:
I~ 0 ~,~ 0 ~ 0
· . . 0~,~.,..,,.~,~. ~ .......................... ~ ~' ~~ -~ ~
'MEDICAL~AM~E~CORONER (llem27)ty~mp~ ~ ~,~
~ l~ bllil O~ e~lnltlon a~ invesligati~, in my opinion death ~cu.ed Il I~ I me date and ~0 ~ ~ ~O~ ~
.......................... '~i ...................................................... 0 ~2. ~,~ ,0~
~ ~' - 03-3-70
LAST WILL AND TESTAMENT
OF
MICHAEL L. McGOVERN
J-o3
KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL L. McGOVERN, presently
residing in the borough of Camp Hill, Cumberland County, Pennsylvania, being in good health and
of sound and disposing memory, do hereby make, declare, and publish this as my Last Will and
Testament, hereby revoking all former Wills and Codicils heretofore made by me.
FIRST: I hereby direct that all the legally enforceable debts and expenses of my
last illness and funeral expenses shall be paid by my Executrix, hereinafter named, from my estate
as soon after my death as shall be found convenient.
SECOND: I direct that any viewing prior to my funeral be conducted with a closed
casket. Furthermore, I direct that I not be buried with any jewelry, including my wedding band.
THIRD:
(a)
I give, devise, and bequeath to the children of my marriage to NANCY K.
McGOVERN any interest I may have in the estates of J. OWEN and ELIZABETH
R. McGOVERN. I direct that this interest, if any, be divided among my children IN
EQUAL SHARES.
(b)
(c)
I give, devise, and bequeath the rest, residue, and remainder of my estate,
whether real, personal, or mixed, of any nature whatsoever and wherever situated,
including any lapsed or void legacy, to my wife, NANCY K. McGOVERN, if she
survives me by thirty (30) days.
If my wife, NANCY K. McGOVERN, predeceases me or fails to survive me by
thirty (30) days, then I give the rest, residue, and remainder of my estate, whether
real, personal, or mixed, of any nature whatsoever and wherever situated,
including any lapsed or void legacy, to my sister-in-law, MARIANNE K.
GREGORY, of Baltimore, Maryland, AS TRUSTEE, who shall collect all assets of
my estate, including the proceeds of any insurance policies which may be a part of
my estate or otherwise payable to the beneficiaries named hereunder, and shall
divide said property into as many equal shares as there are children of my
marriage to NANCY K. McGOVERN and shall hold, manage, invest, and reinvest
said property and collect the income therefrom for the following uses and
purposes:
(i)
The Trustee shall hold each share, IN TRUST NEVERTHELESS,
for the welfare, support, maintenance, education, and benefit of
my children as follows:
(ii)
(A)
(B)
(c)
While any child of mine is under the age of thirty (30) years,
my Trustee shall use for his or her benefit so much of the
income of his or her trust as my Trustee considers advisable
for the support and education of such child, taking into
consideration his or her other readily available assets and
sources of income.
(D)
Whenever my Trustee determines that the income of any
child of mine from all sources known to the Trustee is not
sufficient for his or her reasonable support, maintenance, and
education, and that of his or her immediate family, the
Trustee may pay to him or her, or use for his or her benefit,
so much of the principal of his or her trust as the Trustee
determines to be required for those purposes.
When any child of mine shall reach the age of twenty-five (25)
years, the Trustee shall distribute to that child one-half (1/2)
of the balance of his or her trust.
When any child of mine shall reach the age of thirty (30)
years, the Trustee shall distribute to that child the balance of
his or her trust.
Upon the death of any child of mine, the Trustee shall distribute
his or her trust, as then constituted:
(A)
(B)
(c)
To or in trust for the benefit of such person or persons, upon
such conditions and estates, with such powers, in such
manner and at such time or times, as such child appoints and
directs by Will, specifically referring to this power of
appointment, and to the extent that he or she does not
effectively exercise his or her power of appointment;
to his or her then living descendants, per stirpes, or in default
of such descendants:
to my then living descendants, per stirpes, except that the
share of any beneficiary for whose pdmary benefit another
trust is to be held under this instrument, shall be added to and
commingled with the other trust and held as if it had been an
original part of the other trust.
FOURTH: I hereby nominate, constitute, and appoint my wife, NANCY K.
McGOVERN, as Executrix of this, my Last Will and Testament. In the event that my wife, NANCY
K. McGOVERN, shall predecease me or be unable or unwilling to act as Executrix, then I
nominate, constitute, and appoint my sons, SEAN M. McGOVERN and CHRISTOPHER O.
McGOVERN, as Co-Executors of this my Last Will and Testament.
FIFTH: I direct that my Executrix, her successor, or any guardians or trustees
named in this document shall not be required to furnish any bond or other security for the faithful
performance of his or her duties, notwithstanding any provisions of law to the contrary.
SIXTH: My Trustee and Executrix shall have, in addition to the powers and
authority conferred upon them by law, the following additional powers and authority:
(1)
To sell at public or private sale, exchange, lease, mortgage, or pledge any
property, real or personal, constituting a portion of this estate or trust, at any time,
and upon such terms and conditions as the Trustee and Executor deem wise.
(2)
To invest any money at any time in such bonds, stocks, notes, real estate,
mortgages, life insurance, annuities, or other securities, or such property, real or
personal, as the Trustee and Executor deem wise, without being limited by any
statute or rule of law regarding investments by the Trustee and Executor.
(3)
To retain, without incurring any liability, as investments, any property owned by me
at the time of my death, as long as they deem it wise, and even though such
property is not the kind of property that the Trustee and Executor would purchase
as an investment, and even though to retain such property might violate sound
diversification principles.
(4)
To cause any security or other property which may at any time constitute a portion
of a trust or of my estate to be issued, held, or registered in their own name, or in
the name of a nominee, or in such form that title will pass by delivery.
(5)
To consent to the reorganization, consolidation, readjustment of the financial
structure, or sale of the assets of any corporation or other organization, the
securities of which constitute a portion of a trust or my estate, and to take any
action with reference to such securities which, in the opinion of the Trustee and
Executor, is necessary to obtain the benefit of such reorganization, consolidation,
readjustment or sale; to exercise any conversion privilege or subscription right
given to them as the owner of any securities constituting a portion of a trust or of
my estate; to accept and hold as a portion of a trust or of my estate securities
resulting from any reorganization, consolidation, readjustment, sale, conversion, or
subscription.
(6)
To pay all costs, taxes, charges, and expenses in connection with the
administration of a trust or of my estate, including such compensation to the
Trustee and Executor which shall be in accordance with their established schedule
of fees throughout the period of administration of a trust or of my estate.
(7)
To determine what is "Income" and what is "Principal" hereunder, and their
decision thereon shall be final; and to purchase securities at a premium or
discount, and to apply or charge said premium or discount against income or
principal as the Trustee and Executor may determine.
(8)
To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon,
or otherwise dispose of any property at any time held by them, at public or private
sale or otherwise.
(9)
To borrow money from any person, firm, or corporation, including any corporation
acting as Trustee hereunder, for the purpose of protecting and preserving or
improving my estate or trust hereunder; to execute promissory notes or other
obligations for amounts so borrowed.
(lO)
To employ legal counsel, accountants, brokers, investment advisors, custodians,
managers, and other agents and employees and to pay them reasonable
compensation out of my estate or out of any fund held hereunder to which said
compensation is attributable.
(11)
To do all other acts in their judgment desirable or necessary for the proper and
advantageous management, investment, and distribution of a trust or of my estate.
SEVENTH: I direct that all transfer and inheritance taxes, state or federal, assessed
because of my death, whether the funds, property, or insurance proceeds to which such taxes are
attributable pass under this Will or not, shall be paid out of my residuary estate just as if they were
my debts and none of those taxes shall be charged against any beneficiary; that my Executrix pay,
or provide for payment of all such taxes at such time or times, and in such manner, as my
Executrix deems best.
EIGHTH: The situs of the trusts created herein for all purposes shall be Cumberland
County, Commonwealth of Pennsylvania, and all questions as to the validity of this, my Last Will
and Testament, or the administration of the Will shall be governed by the laws of Pennsylvania.
NINTH: In the event that my wife, NANCY K. McGOVERN, shall predecease me, I
hereby designate and appoint my sons, SEAN M. McGOVERN and CHRISTOPHER O.
McGOVERN, guardians of the person or persons of any minor child or children for the duration of
the minority of said child or children. Said guardians may retain custody of said child or children in
any locality or may, in their sound discretion, in considering the best interests and welfare of said
child or children, designate another person or persons in any locality to have custody of said child
or children.
TENTH: No assignment or order by any beneficiary by way of anticipation of any of
the principal or income of the trusts herein created shall be valid; but the income and principal shall
be paid directly to the beneficiaries entitled to receive it; and the income and principal shall not be
subject to attachment, execution, levy, sequestration, hypothecation, garnishment, or other process
while in the hands of the Trustee.
4
ELEVENTH: If my wife and I shall die simultaneously or under circumstances which
make it difficult to determine which of us died first, I direct that I shall be determined to have
predeceased my wife and I direct further that the provisions of this Will shall be construed upon
that assumption irrespective of any provisions of law establishing a contrary presumption or
requiring survivorship for a fixed period as a condition of taking property by inheritance.
TWELFTH: Should my wife, NANCY K. McGOVERN, my children, and the issue of my
children all fail to survive me, then I give the rest, residue, and remainder of my estate, of
whatsoever nature and wheresoever situate as follows:
a)
twenty percent (20%) to my mother-in-law, MRS. JOHN KNOBLOW, of Meadville,
Pennsylvania, if she survives me;
b)
twenty percent (20%) to my sister-in-law, MARIANNE K. GREGORY, of Baltimore,
Maryland;
c)
ten percent (10%) to my sister-in-law, CAROL KNOBLOW, of West Los Angeles,
California;
d)
fifty percent (50%) to my sister, KATHRYN M. DOYLE, of Downingtown,
Pennsylvania, or, if she does not survive me, to her heirs-at-law.
If my mother-in-law should fail to survive me, I give, devise, and bequeath as follows:
a)
an additional fifteen percent (1§%) to my' sister-in-law, MARIANNE K. GREGORY;
and
b) an additional five percent (5%) to my sister-in-law, CAROL KNOBLOW.
IN WITNESS WHEREOF, I, MICHAEL L. McGOVERN, the Testator to this, my Last Will
and Testament, printed on five sheets of paper which I have identified in the margin of each page
by my signature, hereunto freely set my hand and seal this twenty-ninth day of March, 2003.
MICHAEL L. McGOVERN
The preceding instrument, consisting of this and five other printed pages, each identified in the
margin by the signature of the Testator, MICHAEL L. McGOVERN, was on this day and date
signed, published, and declared by him, the Testator therein named, as and for his Last Will and
Testament, in the presence of us who, at his request, in his presence, and in the presence of each
other, have subscribed our names as witnesses.
Address.'~
Address:
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS:
I, MICHAEL L. McGOVERN, Testator, 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 attached instrument as my Last Will and Testament on the twenty-ninth day of March,
2003; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
MICHAEL L. McGOVERN
Sworn or affirmed to and acknowledged before me by MICHAEL L. McGOVERN, the Testator, this
twenty-ninth day of March, 2003.
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS:
We, the witnesses whose names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were present and saw MICHAEL L.
McGOVERN sign and execute the instrument as his Last Will and Testament; that he signed
willingly and that he executed it as his free and voluntary act for the purposes therein expressed,
that each of us in the hearing and sight of MICHAEL L. McGOVERN signed the Last Will and
Testament as witnesses; and that, to the best of our knowledge, MICHAEL L. McGOVERN was at
the time eighteen (18) or more years of age, of sound mind, and under no constraint or undue
influence.
Sworn or affirmed to and acknowledged before me by' the above-named witnesses this twenty-
ninth day of March, 2003.
'03 ~Pr 29 ~9:~9
LAW OFFICES
B~T,t,, MLT'R~N & CoN~sq~t,t,
2303 MARKET STREET
C~[P HXLI~ P]g~SYLV~,~L~ 17011
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
NAME OF DECEDENT:
DATE OF DEATH:
WILL NO:
TO THE REGISTER:
MICHAEL L. McGOVERN
APRIL 16, 2003
2003-00370
I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneticiafies and intestate heirs of the above-
captioned estate on July 29, 2003.
NANCY K. McGOVERN, 347 N. 24TH ST., CAMP HILL PA 17011
SEAN M. McGOVERN, 347 N. 24TH ST., CAMP HILL PA 17011
CHRISTOPHER O. McGOVERN, 347 N. 24TH ST., CAMP HILL PA 17011
RYAN P. McGOVERN, 347 N. 24TH ST., CAMP HILL PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
29 July 2003
KATHLEEN BUC~ SQl.I
206 WILLOW AVE
CAMP HILL PA 17011
(717) 737-3137
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HAR~i'SBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003450
MURREY KATHLEEN B, ESQ.
206 WILLOW AVE
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 201-40-5340
FILE NUMBER: 21 03-0370
DECEDENT NAME: MCGOVERN MICHAEL L
DATE OF PAYMENT: 01 / 16/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/16/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $12.96
TOTAL AMOUNT PAID:
$12.96
REMARKS: KATHLEEN B. MURREN
SEAL
CHECK# 3577
INITIALS: SK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERZTANCE TAX nTVTSTON
DEPT. 180601
HARRISBURG, PA 171Z8-0601
CONMONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1G4? EX AFP (01-0~r)
KATHLEEN B MURREN ESQ
206 WILLOW AVE
CAMP HILL
._~; DATE 05-08-Z004
R~i:;:/ ~,:, ESTATE OF MCGOVERN
~ ~ DATE OF DEATH 04-16-2005
FILE NUMBER 21 05-0570
'04 -5 P3:42c°UNTY CUMBERLAND
ACN 101
Aeoun'l* Reai'l:'l:ed
MICHAEL L
HAKE CHECK PAYABLE AND RENIT PAYMENT TO;
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-15~7 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEMENT~ ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCGOVERN MICHAEL L FILE NO. 21 05-0570 ACN 101 DATE 05-08-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schedule A) (1)
2. S~ocks and Bonds (Schedule D) (2).
$. Closely Held S~ock/Par~narshlp /n~aras~ (Schedule C) ($)
~. Hot,gages/No,es Receivable (Schedule D) (~)
5. Cash/Bank Deposi~s/Hisc. Personal Proper~y (Schadule E) (5)
6. Jointly O~nad Proper~y (Schadula F) (6).
7. Transfers (Schedule G) (7).
8. To~al AssaYs
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/Ad.. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Hot,gage LiabilA~ies/Liens (Schedule Z) (10)
11. To~al Daduc~/ons
12. Ne~ Value of Tax Re~urn
15.
1~.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Ne~ Value of Es~a~a Subjec~ ~o Tax
00
O0
.00
.00
15z081.75
287 99
O0
(8)
.00
.O0
(11)
(12)
(13)
(1~)
NOTE:
Zf an assessment .as issued previously, 11nas lq, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
NOTE: To insure proper
credi~ ~o your account,
subai~ ~he upper portion
of *hAs form ~i~h your
~ax payment.
AHOUNT PAID
ASSESSMENT OF TAX:
1~. Amoun~ of Line lq a~ Spousal ra~e
16. Aaoun~ of L~ne 1~ ~axabXe a~ LZneal/CXass A ra~e
17. Amoun~ of L1ne lq a~ S1bX1ng ra~e
18. Amoun~ of Line 1~ ~axable a~ Colla~eraX/Class B ra~e
19. Principal Tax Due
TAX CREDITS:
PAYHENT REC~TpT DTSCOUNT
DATE NUHBER INTEREST/PEN PATD (-)
01-16-2004 CD005450 .00
12.96
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADD/TZONAL /NTEREST.
(16) 15,081.75 x O0 = .00
(16) 287.99 x 045 = 12.96
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= 12.96
.§0
13,369.74
.00
13,S69.74
18 and 19 N111
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
12.96
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REI~UZRED. ~}L
1F TOTAL DUE 1S REFLECTED AS A 'CREDTT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTTONS.)
15,369.7q
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ZSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commongealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To ~ulfill the requirements of Section 11~0 of the Inheritance and Estate Tax Act, Act 15 of 2000. (71 P.S.
Section 9140).
Detach the top portion of this Notice end submit with your payment to the Rag[star of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
A refund of a tax credit, which was not requested on the Tax Return, say be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ere available at the Office
of the Register of gills, any of the 23 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-S61-Z050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-447-5010 (TT only).
Any party in interest net satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--aritten protest te the PA Department of Revenue, Board of Appeals, Dept. 281011, Harrisburg, PA 171Z8-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid aithin three (5) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 1981 bear interest at the rate of
six (61) percent per annum calculated at a daily rate of .OOO16q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate ahich will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 19aZ through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .000548 1987 9Z .0002q7 1999 71 .000192
1985 161 .000458 1988-1991 111 .000301 ZOO0 8Z .000119
1984 llZ .000301 1991 9Z .000247 2001 91 .O00Zq7
1985 152 .000356 1993-1994 72 .OOOleZ ZOO2 62 .000164
1986 lOX .000174 1995-1998 9Z .000247 2003 51 .000137
--Interest is calculated
ZNTEREST= BALANCE OF
as falloas:
TAX UNPAID X NUtiBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hot[ce issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
being duly _'?~'~/~ according to law, deposes and says that'~he,
late of ~[~_~ ~.~ , Cumberland County, Pa., deceased and that the
within is an inventory made by ~C.~ ~, ~-~~ , the said
of the entire estate of said decedent, consisting of all +he personal property and real estate, except real estate oufslde
the Commonwealth of Pennsylvania, end that +he figures opposite each item of the Inventory represent Ws fair value
es of ~he date of decedenf's de~fh.
C...~rn ~ and subscribed before me,
~ C~mp ;-;~ ~a~o, Cu.nd~_m~l County ~
Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
Inventory of the real and personal estate of
deceased
STATUS REPORT UNDER RULE 6.12
Name of Decedent: A/~'C~[~ L...]~c CQOV~-~
Date of Death:
!
Will No.' 200'~--00~0 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
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:
ao
bo
Did the personal representative file a final account with the Court?
Yes _ No ]~
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 [-] No ~
Date:
Co
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Signature
Name
Address
Telephone No.
Capacity: [--I Personal Representative
J~Counsel for personal representative
EV 1500 EX (6~0)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
0
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
McGovern, Michael L.
DATE OF DEATH (MM-DD-YEAR)
04/16/2003
DATE OF BIRTH (MM-DD-YEAR)
O1/05/1950
FILE NUMBER
21 _ O3 O0370
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
201-40-5340
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
McGovern, Nancy K. 170-42-2122
[-~[ 1. Odginal Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (dale of death after 12-12-82)
[] 6. Decedent Died Testate (A~ach copy of W~) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
NAME
Kathleen B. Murren, Esq.
FIRM NAME (Ii'Applicable)
TELEPHONE NUMBER
(717) 737-3137
[~]3. Remainder Retum (date of death prior to 12-13-82)
]5. Federal Estate Tax Return Required
0~8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A)(^~ch Sch O)
COMPLETE MAILING ADDRESS
206 Willow Ave.
Camp Hill PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Padnership or Sole-Proprietorship (3)
4. Uodgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r'--[ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
13,081.75
287.99
(8)
(11)
(12)
(13)
(14)
13,369.74
0.00
13,369.74
13,369.74
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers underSec. 9116 (a)(1.2) 13,081.75 x .0 0~ (16)
16. Amount of Line 14 taxable at lineal rate 287.99 x .0 45 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
0.00
12.96
12.96
Decedent's Complete Address:
STREET ADDRESS
347 N. 24th Street
CiTYcamp Hill
STAT E PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
I ziP17011
A. Enter the interest on the tax due.
12.96
0.00
0.00
12.96
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 12.96
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, 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.
Under penal6es of perjurT, I declare that I have examined Ibis return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG~N,~ES. POI~BLE_ FOR F~_ING RETURN
ADDRESS
DATE
01/16/04
347 N. 24th Street, Camp Hill PA 17011
DATE
ADDRESS
206 Willow Ave., Camp Hill PA 17011
01/16/04
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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, 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% [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-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
/~L'(~la~[ L. ~ ~"~'~ 21-03-0370
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
J, One - fifth (1/5th) interest in dBIG Partnership 8,157.75
1996 Jeep Cherokee Sport (VIN 1J4FJ68S2TL130777)
Misc. personal property (clothing, jewelry)
4,425.00
500.00
TOTAL (Also enter on line 5, Recapitulation) $ 13,081.75
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98~,
.~,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Michael L. McGovern 21-03-0370
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,
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINI MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLY-HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST
TOTAL (Also enter on line 6, Recapitulation) $ 2 7. fl q
(If more space is needed, insert additional sheets of the same size)
REV-'~513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Michael .. McGovern 21-03-0370
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
!1
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Nancy K. McGovern
347 N. 24th St.
Camp Hill PA 17011
Christopher McGovern
347 N. 24th St.
Camp Hill PA 17011
Ryan McGovern
347 N. 24th St.
Camp Hill PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insed additional sheets of the same size)
13081.75
25.52
262.46
LAST WILL AND TESTAMENT
OF
MICHAEL L. McGOVERN
KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL L. McGOVERN, presently
residing in the borough of Camp Hill, Cumberland County, Pennsylvania, being in good health and
of sound and disposing memory, do hereby make, declare, and publish this as my Last Will and
Testament, hereby revoking all fO.rmer Wills and Codicils heretofore made by me.
FIRST: I hereby direct that all the legally enforceable debts and expenses of my
last illness and funeral expenses shall be paid by my Executrix, hereinafter named, from my estate
as soon after my death as shall be found convenient.
SECOND: I direct that any viewing prior to my funeral be conducted with a closed
casket. Furthermore, I direct that I not be buried with any jewelry, including my wedding band.
THIRD:
(a)
I give, 'devise, and bequeath to the children of my marriage to NANCY K.
McGOVERN any interest I may have in the estates of J. OWEN and ELIZABETH
R, McGOVERN. I direct that this interest, if any, be divided among my children IN
EQUAL SHARES.
(b)
(c)
I give, devise, and bequeath the rest, residue, and remainder of my estate,
whether real, personal, or mixed,, of any nature whatsoever and wherever situated,
including any lapsed or void legacy, to my wife, NANCY K. McGOVERN, if she
survives me by thirty (30) days.
If my wife, NANCY K. McGOVERN, predeceases me or fails to survive me by
thirty (30) days, then I give the rest, residue, and remainder of my estate, whether
real, personal, or mixed, of any nature whatsoever and wherever situated,
including any lapsed or void legacy, to my sister-in-law, MARIANNE K.
GREGORY, of Baltimore, Maryland, AS TRUSTEE, who shall collect all assets of
my estate, including the proceeds of any insurance policies which may be a part of
my estate or otherwise payable to the beneficiaries named hereunder, and shall
divide said property into as many equal shares as there are children of my
marriage to NANCY K. McGOVERN and shall hold, manage, invest, and reinvest
said property and collect the income therefrom for the following uses and
purposes:
(i)
The Trustee shall hold each share, IN TRUST NEVERTHELESS,
for the welfare, support, maintenance, education, and benefit of
my children as follows:
(ii)
(A)
(B)
(c)
(D)
While any child of mine is under the age of thirty (30) years',
my Trustee shall use for his or her benefit so much of the
income of his or her trust as my Trustee considers advisable
for the support and education of such child, taking into
consideration his or her other readily available assets and
sources of income,
Whenever my Trustee determines that the income of any
child of mine from all sources known to the Trustee is not
sufficient for his or her reasonable support, maintenance, and
education, and that of his or her immediate family, the
Trustee may pay to him or her, or use for his or her benefit,
so much of the principal of his or her trust as the Trustee
determines to be required for those purposes.
When any child of mine shall reach the age of twenty-five (25)
years, the Trustee shall distribute to that child one-half (1/2)
of the balance of his or her trust.
When any child of mine shall reach the age of thirty (30)
years, the Trustee shall distribute to that child the balance of
his or her trust.
Upon the death of any child of mine, the Trustee shall distribute
his or her trust, as then constituted:
(A)
(B)
(c)
To or in trust for the benefit of such person or persons, upon
such conditions and estates, with such powers, in such
manner and at such time or times, as such child appoints and
directs by Will, specifically referring to this power of
appointment, and to the extent that he or she does not
effectively exercise his or her power of appointment;
to his or her then living descendants, per stirpes, or in default
of such descendants:
to my then living descendants, per stirpes, except that the
share of any beneficiary for whose primary benefit another
trust is to be held under this instrument, shall be added to and
commingled with the other trust and held as if it had been an
original part of the other trust.
2
FOURTH: I hereby nominate, constitute, and appoint my wife, NANCY K,
McGOVERN, as Executrix of this, my Last Will and Testament. In the event that my wife, NANCY
K. McGOVERN, shall predecease me or be unable or unwilling to act as Executrix, then I
nominate, constitute, and appoint my sons, SEAN M. McGOVERN and CHRISTOPHER O.
McGOVERN, as Co-Executors of this my Last Will and Testament.
FIFTH: I direct that my Executrix, her successor, or any guardians or trUstees
named in this document shall not be required to furnish any bond or other security for the faithful
performance of his or her duties, notwithstanding any provisions of law to the contrary.
SIXTH: My Trustee and Executrix shall have, in addition to the powers and
authority conferred upon them by law, the following additional powers and authority:
(1)
To sell at public or private sale, exchange, lease, mortgage, or pledge any
property, real or personal, constituting a portion of this estate or trust, at any time,
and upon such terms and conditions as the Trustee and Executor deem wise.
(2)
To invest any money at any time in such bonds, stocks, notes, real estate,
mortgages, life insurance, annuities, or other securities, or such property, real or
personal, as the TruStee and Executor deem wise, without being limited by any
statute or rule of law regarding investments by the Trustee and Executor.
(3)
To retain, without incurring any liability, as investments, any property owned by me
at the time of my death, as long as they deem it wise, and even though such
property is not the kind of property that the Trustee and Executor would purchase
as an investment, and even though to retain such property might violate sound
diversification principles.
(4)
(5)
To cause any security or other property which may at any time constitute a portion
of a trust or of my estate to be issued, held, or registered in their own name, or in
the name of a nominee, or in such form that title will pass by delivery.
To consent to the reorganization, consolidation, readjustment of the financial
structure, or sale of the assets .of any corporation or other organization, the
securities of which constitute a portion of a trust or my estate, and to take any
action with reference to such securities which, in the opinion of the Trustee and
Executor, is necessary to obtain the benefit of such reorganization, consolidation,
readjustment or sale; to exercise any conversion privilege or subscription right
given to them as the owner of any securities constituting a portion of a trust or of
my estate; to accept and hold as a portion of a trust or of my estate securities
resulting from any reorganization, consolidation, readjustment, sale, conversion, or
subscription.
(6)
To pay all costs, taxes, charges, and expenses in connection with the
administration of a trust or of my estate, including such compensation to the
Trustee and Executor which shall be in accordance with their established schedule
of fees throughout the period of administration of a trust or of my estate.
(7)
To determine what is "Income" and what is "Principal" hereunder, and their
decision thereon shall be final; and to purchase securities at a premium or
discount, and to apply or charge said premium or discount against income or
principal as the Trustee and Executor may determine.
(8)
To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon,
or otherwise dispose of any property at any time held by them, at public or private
sale or otherwise.
(9)
To borrow money from any person, firm, or corporation, including any corporation
acting as Trustee hereunder, for the purpose of protecting and preserving or
improving my estate or trust hereunder; to execute promissory notes or other
obligations for amounts so borrowed.
(lO)
To employ legal counsel, accountants, brokers, investment advisors, custodians,
managers, and other agents and employees and to pay them reasonable
compensation out of my estate or out of any fund held hereunder to which said
compensation is attributable.
(11)
To do all other acts in their judgment desirable or necessary for the proper and
advantageous management, investment, and distribution of a trust or of my estate.
SEVENTH: I direct that all transfer and inheritance taxes, state or federal, assessed
because of my death, whether the funds, property, or insurance proceeds to which such taxes are
attributable pass under this Will or not, shall be paid out of my residuary estate just as if they were
my debts and none of those taxes shall be charged against any beneficiary; that my Executrix pay,
or provide for payment of all such taxes at such time or times, and in such manner, as my
Executrix deems best.
EIGHTH: The situs of the trusts created herein for alt purposes shall be Cumberland
County, Commonwealth of Pennsylvania, and all questions as to the validity of this, my Last Will
and Testament, or the administration of the Will shall be governed by the laws of Pennsylvania.
NINTH: In the event that my wife, NANCY K. McGOVERN, shall predecease me,
hereby designate and appoint my sons, SEAN M. McGOVERN and CHRISTOPHER O.
McGOVERN, guardians of the person or persons of any minor child or children for the duration of
the minority of said child or children. Said guardians may retain custody of said child or children in
any locality or may, in their sound discretion, in considering the best interests and welfare of said
child or children, designate another person or persons in any locality to have custody of said child
or children.
TENTH: No assignment or order by any beneficiary by way of anticipation of any of
the principal or income of the trusts herein created shall be valid; but the income and principal shall
be paid directly to the beneficiaries entitled to receive it; and the income and principal shall not be
subject to attachment, execution, levy, sequestration, hypothecation, garnishment, or other process
while in the hands of the Trustee.
4
ELEVENTH: If my wife and I shall die simultaneously or under circumstances which
make it difficult to determine which of us died first, I direct that I shall be determined to have
predeceased my wife and I direct further that the provisions of this Will shall be construed upon
that assumption irrespective of any provisions of law establishing a contrary presumption or
requiring survivorship for a fixed period as a condition of taking property by inheritance.
TWELFTH: Should my wife, NANCY K. McGOVERN, my children, and the issue of my
children all fail to survive me, then I give the rest, residue, and remainder of my estate, of
whatsoever nature and wheresoever situate as follows:
a)
twenty percent (20%) to my mother-in-law, MRS. JOHN KNOBLOW, of Meadville,
Pennsylvania, if she survives me;
b)
twenty percent (20%) to my sister-in-law, MARIANNE K. GREGORY, of Baltimore,
Maryland;
c)
ten pement (10%) to my sister-in-law, CAROL KNOBLOW, of West Los Angeles,
California;
d)
fifty percent (50%) to my sister, KATHRYN M. DOYLE, of Downingtown,
Pennsylvania, or, if she does not survive me, to her heirs-at-law.
If my mother-in-law should fail to survive me, I give, devise, and bequeath as follows:
a)
an additional fifteen percent (15%) to my sister-in-law, MARIANNE K. GREGORY;
and
b) an additional five percent (5%) to my sister-in-law, CAROL KNOBLOW.
IN WITNESS WHEREOF, I, MICHAEL L. McGOVERN, the Testator to this, my Last Will
and Testament, printed on five sheets of paper which I have identified in the margin of each page
by my signature, hereunto freely set my hand and seal this twenty-ninth day of March, 2003.
MICHAEL L. McGOVERN
The preceding instrument, consisting of this and five other printed pages, each identified in the
margin by the signature of the Testator, MICHAEL L. McGOVERN, was on this day and date
signed, published, and declared by him, the Testator therein named, as and for his Last Will and
Testament, in the presence of us who, at his request, in his presence, and in the presence of each
other, have subscribed our names as witnesses.
Address:
Address:.
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS:
I, MICHAEL L. McGOVERN, Testator, 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 attached instrument as my Last Will and Testament on the twenty-ninth day of March,
2003; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
MICHAEL L. McGOVERN
Sworn or affirmed to and acknowledged before me by MICHAEL L. McGOVERN, the Testator, this
twenty-ninth day of March, 2003.
7
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
SS:
We, the witnesses whose names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were present and saw MICHAEL L.
McGOVERN sign and execute the instrument as his Last Will and Testament; that he signed
willingly and that he executed it as his free and voluntary act for the purposes therein expressed,
that each of us in the hearing and sight of MICHAEL L. McGOVERN signed the Last Will and
Testament as witnesses; and that, to the best of our knowledge, MICHAEL L. McGOVERN was at
the time eighteen (18) or more years of age, of sound mind, and under no constraint or undue
influence.
Sworn or affirmed to and acknowledged before me by the above-named witnesses this twenty-
ninth day of March, 2003.
OTA Y PUBL2 ~
8
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No. 2/-
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes / 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 reprDsentative file a final
account with the Court? Yes No ~/ .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative stat9 an
account informally to the parties in interest? Yesw' No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Sigfiabure
Name (Please type or print)
Address
Tel. No.
Capacity: /Personal Representative
(MAH:rmf/AM3)
__Counsel for personal
representative