Loading...
HomeMy WebLinkAbout02-28-12_J _ Z5D5o11,188 RE~~~ ~oo EX (02-11)(FI) S~"~ pennsytvanfa OFFICIAL USE ONLY PA Department of Revenue °rsuma°"•nrx.:_ Bureau of Individual•7axes Gounty Code Yeas File Number Po sox 2eoeol INHERITANCE TAX RETURN ~ ,., Harrisburg, PA 17128-0801 RESIDENT DECEDENT ,~~-~ ~ ',~-- (,~{~'~` ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYI^' 21,9 52 0416 D6 1,9 2D7,1 D2 22 1,95.1 Decedent's Last Name Suffix Decedent's Fast Name Mf Russ Lucinda K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPt.ICATE WITH THE . REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 7. Original Retum ~ 2. Supplemental Retum I~ 3. Remainder Retum (Date of Death Prior to 12-7 3-62) O 4. Limited Estate !~ 4a Future Interest Compromise (daze of D 5. Federal Estate Tax Retum Required - death after 12-12-82) ~ 6. Decedent Died Testate (Attach Copy of Will) (~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 9. Litigation Proceeds Received p 10. Spousal Poverty Credit (Date of Death (~ 7't. Election to Tax under Sec. 9713(A) ' Between (2-37-97 and 7-1-95) {Attach Schedule O) CORRESPONDENT -This section must be completed. All Correspondence and Confidential Taz information Should be Directed to: Name Daytime Telephon~i9umber ~"-' . Robert C• Saidis, Esquire 71,7 243 ~~2 '`~~ ~z,, r r~ ~ t--, r ; -- ' r REGIS7E {_` L~USEO Y f'°- First Line of Address ~"\ ~-~-] - , ~-7 ~ ..T7 r ._.. , _, Saidis, Sullivan & Rogers =~~; ==~= ..`= ~ Second Line of Address --•r r`i - rn`i 26 West High Street e.~ c• ~` Ctty or Post Office State ZIP Code DATE FILED Carlisle PA 1,7D-13 Correspondent's PA Carlisle, }~A 17013 ------ -°~- •--• ••. ^•-•••-,•,n-~~~~~•r=~~r•~ro acueuuias ana siaiements, antl to the best of my knowledge and belief, preparerotherthan personal representative is based on all information of which preparer has any knowledge. PLEASE USE ORIGINAL FORM ONLY 1,5D5611,1,'88 Side 7 115D567,1,1,8B J r7 ,~ Rev-1s0U r7C(R) Decedent's Name: L U C 1 h d a K R u s 5 1,5D56I,1,28B RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1, 2. Stocks and Bonds (Schedule B) .................................... 2, 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... 4, 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule ~ ....... s, 6. Jointly Owned Property (Schedule ~ O Separate Billing Requested ...... g, 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Cl Separate Billing Requested ...... 7, 8. Total Gross Assets (total Lines 1 through 7) ...................... . ..... s. 9. Funeral Expenses and Administrative Costs (Schedule H) .................. g. 10. Debts of Decedent, Mortgage Liabilities, and liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 70) .............................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ....................... 12 13. ...... Charitable and Governmental Bequests/Sec 8773 Trusts for which , an election to tax has not been made (Schedule J) ....................... 13. 14. Net Value Subject to Tax {Line 72 minus Line 13) ....................... 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 1 s. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9716 (a)(1.2) X .00 0 .0 0 1s. 16. Amount of Line 14 taxable at lineal rate X .045 3 0 2, 6 9 7. 3 4 1 s. 17. Amount of Line 14 taxable at sibling rate X ,12 D . D D 17. 18. Amount of Line 14 taxable at collateral rate x .1 s 9 9, 8 3 0. 7, 7 1 g 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 7,505611,288 Decedent's Social Security Number 21,9 52 04],6 D-DO D.oD 0-DO D.DD 0.00 232,417,-29 304,682.92 537,094.22 1,8, 852 • DO 1, ], 5 , 71, 4 . 7 D 1,34,566.70 402,527.51 0.00 402,527.5.1, 0.OD 1,3, 62], . 38 D-OD 14,974.53 28,595.91, O 1,50561,2288 Rev-1500 IX (FI) Page 3 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 0 00 File Number (1> 28 595.91 Total Credits (A + B) (2) 0 00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. {4) 5. If Lane 1 + Line 3 is greater than Line 2, enterthe difference. This is the TAX DUE. (5) 28,595 91 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dld 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,irtterest ...................................... . d. receive the promise for I'rfe of etther payments, benefits or care? ....... . 2. !f death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................... 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? .. a 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 A5 PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. Sect. 9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1895, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. Sect, 9116(a)(1.1)(ii)J. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 peroent [72 P.S. Sect. 9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is a.5 percent, except as noted in [72 P.S. sect. 9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. Sect. 9i i s(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. Decedent's Complete Address: REV--ISOS EX+(oi-yo) =~i` a pennsylvarria PEPARTMEN7 OF REVENUE 1NHERITANCETAX RETURN AESIDENTDECEDEN7 SCHEDULE F JOINTLY-OWNED PROPERTY c~itaic vr: FILE NUMBER: Lucinda K. Russ if an asset became iofnUy owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. William L. Gillenwater 826 Burnt House Road Friend Carlisle, PA 17015 e. Michael A. McConnell 507 Shuler Road . Son Shermans Dale , PA 17090 c. JOINTLY-OWNED PROPERTY: ITEM LETTER FOR JOIN DATE T MADE DESCRIPTION OF PROPERTY. INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING DATE OF DEATH % OF ' DATE OF DEATH NUM . TENANT JOINT NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET DECD S INTEREST VALUE OF DECEDENTSINTERES~ 1 B 08/2004 AmeriChoice Checking Account 13 joint with ' 6,036.97 50.000 3 018 49 Decedent s son, Michaei McConnell , . Total value $6;036.97 Per 7/1/11 letter 2 B 08/2004 AmeriChoice Savings Account 01 joint with ' 1,526.39 50.000 763 20 Decedent s son, Michael McConnell . Total value $1,526.39 Per 7/1/11 letter 3 B 0812004 AmeriChoice Christmas Club Account D9 joint 1,600.00 50.000 800 00 with Decedent's son, Michaei McConnell . Total value $1,600 Per 7/1/11 letter 4 B 0812004 AmeriChoice Money Market Account 18 joint 26,109.19 50.000 13 054 60 with Decedent's son, Michael McConnell , . Total value $26,109.19 Per 7/1/11 letter 5 A 11/2006 826 Burnthouse Road, Carlisle, PA joint with ' 407,700.00 0.000 203 850 00 Decedent s friend, William L. Gillenwater , . Total assessed value $407,700 6 A 07!2005 Citation 33-5 TRK joint with Decedent's friend, 21,850.00 50.000 10 925 00 William L. Gillenwater , . Total from continuation Schedule(s) 0.00 TOTAL (Also enter on Line s, Recapitulation} I 232 411.29 if more space is needed, use additional sheets of paper of the same size. /~'~~'1'~~'f iC~'1®1~~' FEDERAL CREDIT UNION Building Relationships Foi Life July 1, 2011 Lucinda Russ 826 Burnthouse Rd Carlisle Pa 17015 To Whom It May Concern: Per Mr. Michael McConnell's request, this letter is to inform you of the balances in Lucinda's accounts at AmeriChoice Federal Credit Union as of June 19, 2011. They are as follows: Savings-01-$1,526.39 Checking-13 -$ 6, 03 6.9 7 Christmas Club-09-$1,600 Money Market-l8-$26,109.19 Please contact me using the.informationbe1owwith any questions. Sincerefl/y `C~ Jarod Buck Head Members Service Representative 2175 Bumble Bee Hollow Rd Mechanicsburg, Pa 17055 717-697-3474 j buck@americhoice. org Main OfFice: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA T 7055 • Phone: (717) 697-3474 • Fax: (77 7) 697-3713 Wehsite: www.americhoice.org ~~~ ~ EaWi '!~ LENDER Opponuniry LENDER CREDIT UNIONS" TaxDB Result Details DistrictNo 08 Pa rc el_ID O S- I 1-0290-100. MapSuffix HouseNo 826 Direction Street BURNT HOUSB ROAD Ownerl GILLENWATER, WILLIAML C/O &;LUCINDA K RUSS PropType R PropDesc LivArea 2950 CurLandVal 134400 CurImpVal 273300 CurTotVa1 407700 CurPrefVal Acreage 3,22 CIGrnStat TaxEx 1 SaleAmt 385000 Sa1eMo 12 Sa1eDa 11' SaleCe 2p SaleYr 06 DeedBkPage 00277-04724 YearBit 1996 Hl+_File Date 01/17/2008 HF Approval Status A, Detailed Results for Parce108-11-0290-100. in the 2010 Tax Assessment Database Page 1 of 1 http://taxdb.ccpa.netldetails.asp?id=08-11-0290-100.&dbselec~=1 2/2/2012 SUSQUEHANNA RV 2084 Rte, 52Z Selinsgrove, PA 17870 November ZZ, 20.1 ~. Subject: Value of 2005 Citation 5t" Wheel, Model 33.5 TRK Owned by: William Gillenwater 8Z6 Burnthouse Road Carlisle, PA .170:15 Source:.2011 NADA .Database Average Retail Value: $21,850.00 Ryan Service Manager Susquehanna RV 507-374-ZZ67 REV -7 510 EX-r (05-09) ~~, ~- ;~ Pennsylvania '~` OEPARTHEM OF REY'NOE INHEAITANCETAX RETURN RESID ENT DECED ENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE DF Lucinda K. Russ FILE NUMBER This schedule must bw rmm~ie,ed ~.,d sued ~..~... -._.....____ __. _.... .. ~~ ~ ~wic .tiNace Is neeaea, use adaltlonal sheets of paper of the same size. _._ _-_ ® IBM Employee Services Center ~ -800-796-9876 Hearing Impaired Access 1-800-426-6537 international Access Michael MCCOnnell Dial AT&T Direct Service Access number, then 507 Shuler Rd. 800-796-9876, or if AT&T Direct Service Access is not available, make a collect call to 919-784-8646. Shermansdaie, PA 17090 AT&T service access numbers are available online at www.att.com/traveler or by calling 1-800-331-1140. June 30, 2011_ Re: Lucinda K. Russ, IBM Group Life Insurance :Benefit and IBM 401(k) Plus Plari IBM Serial: 162031 Dear Mr. McConnelt: Please accept my sincere .condolences on behalf of the IBM Corporation to you and your family on the loss of your mother, Lucinda: We are writing to let you know how benefits will be processed. ~(c~s-~ ~ ~ ~ ~ ~~~~~ ~ /zz~r Lucinda designated `Michael Alan Mcl~~onnell' as fir beneficiary for IBM Group Life Insurance coverage, in the amount of $25,000.00.~1s the beneficiary, you may.initiate processing of this claim by submitting -the fo. II ~ , g: • Original or certified copy of the death certificate, indicating the manner of death • Your Social Security number • Your date of birth A "Beneficiary Information Sheet" has been enclosed for your convenience to provide me with the information necessary to process this claim. Please use the enclosed self-addressed, stamped envelope. Once we receive the above requested information, we will submit your claim to The Prudential Insurance Company. It generally takes two weeks to process your life insurance claim and receive payment from Prudential. if you do not receive a check within three weeks after you submit the requested information, .please contact Prudentia{ at 1-800-524-0542. Lucinda was participating in the IBM 401(k) Plus Plan (the "401 (k) Plan"): The balance"~~~ of this account:as of-~.lune 20, 2011-was~$30.4;682:92:The account balance changes daily"based on the investment gains and losses of the investment options chosen by the participant. The account balance will remain invested in the current investment options until the beneficiary changes the investment allocation after a beneficiary account is established. 3.IM-B-70iT.103 a__=v-7s77 Ex+lyo-os> '~ Pennsylvania SCHE©ULE H UEPAR7 MEN7 OF REYEHUE FUNERAL EXPENSES AND INHEAITANCETAX RETURN RESIDENTDECEDENT - ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Lucinda K. Russ Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Mt. Holly Cemetery Association, lot/open & close 1,450.00 2 Hollinger Funeral Home and Crematory, inc. 8,875.00 3 Cassell's Grille, funeral luncheon 1,492.00 4 Baughmans Memorial Works 3,870.00 B. ADMINISTRATIVE COSTS: 7. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Chy State Zip Year(s) Commission Paid: 2. Attorney Fees 3, 000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Zip Relationship of Gaimant to Decedern 4. Probate Fees: 5. Accountant Fees: 6. Tax Return PreparerFees: 7 Cumberland County Register of Wills, filing fee 15.00 8 Saidis, Sullivan & Rogers, reserve for out of pocket expenses 150.00 TOTAL (Also enter on Line 9, Recapitulation) I 18,852.00 If more space is needed, use additional sheets of paper of the same size. REV-7572 EX+(72-OB) r;: ~- '"` pennsytvania } UEPAfl7MEM OF QErNOE INHERITANCETAX RETURN RESIDENTDECEOENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Lucinda K. Russ Report debts incurred by decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITtM NUMBER DESCRIPTION vAOF DDEATI-Aj ~ 1 Wells Fargo Home Mortgage joint with Decedent's friend, William L. 105,863.47 Gillenwater Total mortgage $211,726.95 Per statement 2 US Bank. Loan Account 0511-081-370 joint with Decedent's friend, William 9,081.36 L. Gillenwater Total loan $18,162.73 Per statement 3 Genzyme Genetics 63.82 4 Hematology & Oncology Consultants of PA 35.13 5 GM Card 486.55 6 IBM Employee Services Center, dental,medical, vision coverage 184.37 TOTAL (Also enter on Line ~o, Recapitulation) 115,714.70 If more space is needed, insert additional sheets of the same size N ~ C p U O~ ~ d ~ w ~ C d S D ,= N m ~ d ~ ~ <r' d M ~ = ~ y ~ pmN w ~ ~ M ~ _ U ~ ~ ~ r t a ~ 0 ~2 LtQ N 0 m ~ O M ~ tf] N Q ®G ' O ~~~ 7C - " ~ C O ~ ?- O F- m ~ ~ O O Q >. tl S~ (A r m Ri GA ~ u' r.+ V c j o O m > L M = r ~y mOQ ~i .:~ ~ -~ a ~ 'C y t/1 m o ~ ~ rn A d~ 4 o m ~ ~ O~ D a ~.~ J ~ II m y i = m ~ O O. s eET~~ ~ r Sao o°c a,~-Z y i+ d~ m J ~ E 2 m m~ y LL~ 6 X '0 N w ~p X Y l6' a ~ ^J .~.~ a QN Q ° W o rn CO ` m~ ~ ° m 3 ~ ~ in. ~a` U ~ r ~ oo az a Q - „ ~ LL c o o L° ~n ~ Z ~ U = Q m O: ~ o .~ ^ m _ o ~ x o - jm~ ~' ~ N O u i Q - ~ . ~ W ~ o W ~ ;?mod ~o-' ~ O ~ ~ ~ J ~ ~ ~: ~~ 'ifl" ` - .a. c~ ~ = a z ry0 ~~ J QzJ ~ ® _ QZ=J 00 ~ m U~p~ _ r > ? J ~ U V! m m >, ~ O ~ ~ a ~ 'C TO (4 mO !A Y o o T m E ~ccn.LL~ W N r m O m >' O y 0~ D (A Q ~ W C N ~ V y O O ~L 4> .. Qf ~ O vOi m Q ~ O N~ Y Y N ~ Z Erz c m ay W ~ ~ ,~ C7 ~ ~ m~co$ ~ N m L' QQ `7 O >,C N -~C ~ LL ~ mamrnQ o ` ~ m m C y J O m U N N ~l' N E C G. ~ J ~ } ' N C U O Y y. f6 fO~nEa~ ,,,~ Z S c F- o rn cu cu a . e ~ . N M O 69 O _ O ~ C' p LL 7 3 -Q V!+ W >, y O D ~p M ~ ~ ~ ~ ~ aD t Q w ~ et _ ~ U N ~ ~ O tD .N ?( ~ ~ W d >, pp > Z~~ o~ N y O ~ a 3 n.a,~U ~ o ~ U O7 ~ >. S p-a E dQ" ~ cm 3~ mss` .°.: >.pi ~~ _~ ~ cYm-cv ~ G] a o rq v rn~ o ~ m >. C _ 'p Y' E ~ ~ Q, C d T,~ 0 11! ~ O~ j O H O G~ N Q' W U U Q' ~, a y 3 2 o n S ° \ . ® m [) ` A Jp .R m ° \ ~° z R~ d am r V ~ m 'p _ :., A ie a~~a ~ 'i0 - m a ' rp m d d C ~ ~ ~ ~ U C C :D OLO OOO morn o00 rsi o rri o 0 0 M b4 M ~~~ r i!4 fiY _N C ~ ~ of C C6 ~' R ;~ ~, a ~ U A v C ~ +`+ ~ ~ _ ~ ~ O ~ v RS ,"~ ~ ~ C ~ I. C O i C. ~, :- L ~ t6 ~ O v~ aot~ y ~ C ~ a~ L EU y m ~ y D> Q- CII IQ p~ J L ~ -a U 'O '~ i ~ ~~ ~ ~ t0 M ui Ch 414 T (~ ti O W t- Z W Q Q J H 0 a d r'7'. d Q .r+ t~ L. '~ 0 ~a ~- U 0 3 D W d m C a c a` 0 H c O c •U Q 0 m r w X Z 7 i N a_ .. ~N cn o .~ ~ ~ a m C1 cv ~ ° ° `~ = o ~ ~ > ~ O ~ O N U O ~. to N..~p ~ N mo ~n \ - mT ~=moo 00 ~ c .~. c m c, c N . ° D•.O. B O dU O-•L- ~ ~~ a0 N O tq a. -~i~~ p ~ ~ 3 ¢v~avmi ~ Q =0 - *L-;COd UQ' ~ R ~ `~ a, ~ ..~ _ ~ m 3 ~~ ~• a •,. +' 's• ~ ~ ?_ a Q- ~ ~ _ ;L ° 0 lac v ~ cO ~3~ .~ ~: ~cYi~a= ~3 B ~ v a_ a 3 a~_. _ y ~• a v ~ C ~ `dr'am }y"' ;: ah'-=~ ao ~y : ~ a p 7 ~amL ° hp ,. assa of ago c .;. N3aw ~' p ~ Q. ~ ~ ~01~~a~ m aIIm - {,',~~ ~ NNUYN cm V U ~ ~ p~,' 'a3,~cia o a~o~O - ;:vu~-~: >~,--_~~a Ud ~c o.~~ ti, c~SC O ~-"' 3 a N ~ ~ 3a~ _::d3oy ~, ao~.a cm _ p~Q ~~LNN~t ~L~-LSD'. N :. U YO~ `••N.r ~~-''' 300a ~~ a ~ °' ,~ aai~o X~m .:.VQ'37d: ao QTn a~ p OiH ~OC'• _a7 NcV Wi 3~ ~a)y i,.Q,d~ NOapO ~'a a. U d N _ O ~ ~ Dr my?, ~ r,. OCL)~a~ UN Q m ~: ~~ ~~O '~:~. ;. w pwniLy ~~ Q1 _ ~ y a v,_ ,., o ~ o` _, i °~ «' a'a (~ '; ~: m-a as ° ° ~ a O ~ ~~ OU 7L7 a ~C~U= ~a~ y _ ~ r ~ O w.~ a~ O~ y~C ON~~ Nin wp,c*~ m~rzu°~ i-. ~, maia ~ oE~oo ~c~ U Zc~ ~ ~QJOc Z Nn ~.Cvi Z N>II~V VN~ ~ Q Q O = c ~ = Q a ~~ ~~'~ a ~ Q~ ~y ~n v~~~ = ~YJzw ~ >N ~~ ~ N~o'F4 ~O~ ~ z~ ~ YQ~~~ a^ c=o O a~~IIy ~~~ ~ _ _s~ o a l ~ I REV-1573 EX~(07-70) ~_- .~~` Pennsylvania SCHEDULE J } ~ UEPAR7'MEM OF gErNUE INHERITANCETAX RETURN BENEFICIARIES RESIDENTDECEDENT tJ1Alt VY; Lucinda K. Russ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERT 2 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. s116(a)(1.2).] William L. Gillenwater 826 Burnt House Road Carlisle, PA 17015 Michael A. McConnell 507 Shuler Road Shermans Dale , PA 17090 FILE NUMBER: RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE riend ~ 99,830.17 302, 697.34 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 75 TH ROUGH 7a OF REV-7500 COVER SH EET, AS APPROPRIATE. =I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART Il -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15oo COVER SHECf. If more space is needed, use additional sheets of paper of the same size. i I i ~ LAST WILL AND TEST.Z3MENT ~. ~: OF ~' ~ LUCINDA K. RUSS I; I, hUCII~TDA K. RUSS, of Mechanicsburg, Cumberland. County, Pennsylvania, being of sound and disposing- mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. ,, ii FIRST I! I ~~ I direct the payment of my just debts and expenses of m 1 ' y ast illness and funeral from my estate as soon after my death as i{ 1 ' I! conveniently may be done.. If there be no cemeter 'y ~! y lot available ,~.,, ~ , for my interment owned by me at the time of my death, I authorize ,, ~. ~~ ~ my personal representative to purchase such cemetery lot with a "r:~, ~ ~ contract ~or perpetual care, using therefore funds from my estate .,,.~ ' i n such amount as _he/.she ..shall consider necessa ry and desirable, ~ and I authorize m t 1 _ °~ ~ y personal represen~ative to cause title. to or ~ .~ ~ `~ ~j ownership of such lot so purchased to be vested in such erson °' ~; P as -II my personal .representative shall designate. ~ 1'. : 1 +j Further, I authorize my personal representative to expend r funds from my estate, in such amount as m r y pe~sonal representative j shall consider necessary .and desirable for the purchase, erection IDIS, GUIDO, ~ SHUFF & and inscription of a suitable marker form MASLAND y grave, s w. x~gn s~~~ ~ SECOND Carlisle, PA 1 give, devise and bequeath all of my interest in the ~~ furnishings, fixtures and amenities located at the principal . ~~ i l ,i( c ~: ~!' residence, which I share with WILLIAM L. GILLENWATEr to him (i , upon my death. II TE2RD All the rest residue -and remainder of m estate Y I i g ve, devise and bequeath to my son, MICHAEL A. McCONNELL, per stirpes. I ~j ~ ! FOURTH Ij I direct that any and all inheritance, estate, and transfer I! taxes imposed upon m estate Y passing under this Will or other i w se shall be paid out of the principal of my residuaz~-y estate . FIFTH I .~ .1 In addition to the powers conferred by law, I authorize `_ ~ any ~ ' . t ._~ ~ ~ personal representative acting under this instrument, in his/her ~ i ~~ absolute discretion: i '';7' ~ , A. To .retain in the form received, or to sell eith , -. er at _ ' i public or private sale any real or personal property; 5i ~ I B. To eXerCiSe any OptlOns t0 SU.}JSCr1}Je fOr StOCks, I ~ bonds, or other investments; ~ i - ~~ ~ I ,, 1 C . To join in an y plan cf lease mort a , g ge, consolidation, exchange, reorganization or foreclosure of i any i~ corporation in which my estate or any trust may hold stocks, Ii bonds or other securities; r ~' ,IDIS, GUIDO i D. To sell, transfer, convey, mortgage, pledge, lease ~ SHUFFR ~~ or exchange any property, real or personal, which at an ti ' MASLAND ;i y me ; :6V+'.HighStreet i may form part of my estate, for the payment of debts :' Carlisle, PA or ~! J, taxes, or for any purpose of administration or distributio I n , for such prices and upon such terms as m r y pe_ sonal 2 '' -{ ' `. '/~,, .IDIS, GUIDO, SNUFF & MASLAND !6 W. High Street Carlisle, PA (' i ~' representative, in his/her sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer I thereof ; i E. To ma}~e settlements and compromises on such terms as my personal representative in his/her sole discretion may deem wise without the necessity of obtaining any court approval thereof; F. To make distribution hereunder either in cash or i kind, as my personal representative in his/her discretion may deem wise- SIXTH i I do hereby nominate, constitute and appoint WILLIAM I,. ii 1- l', GILLENWATER, to act as Executor of this my Last Tn7il1 and I `'~ Testament- .Provided, however, that i= he is unwilling or unable ~~ to act as Executor, I direct the duties of Alternate Executrix be i performed by LAUREN M_ F:AUFFMAN. SEVENTH ;i I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be I~ i required to give bond for the faithful performance of their duties in any jurisdiction-. ~~ IN WITNESS WHEREOF, I, LUCINDP_ K. RUSS, have hereunto set my ' hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my i L! ~~ 3 I signature in the margin for identification, this .J ~~' ~` -;.; day of I ~ ''~ L~, 19 9 8 . ~ , ~ Tvcinda K. VRussY T '~~~ estatriy Signed, sealed, published and declared by the above-named Lucinda K. Russ, Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix_ and of each other. J '`~~"~`~'.- `, " ;~~ ~~-.t ~_ ~ ~ '~.. ~ ADDRESS ~ ~ ` ~ ? -,, .- . ;- ~ . . } ` t; / it C + . _ \) 1 l ~,, s "~ ~t ~ ` ~ ~ ' ' % 4;~ ~ ~ ' . , ~ ~ _ ~ ADDRESS 'i` J ~'7 /) / ~~ ,ii ~ I ~; f~ MIDIS, GUIDO, ~! SHUN' & ~' i MASLAND ~' !6 VV. High Street Carlisle, PA i COMMONWEALTH OF PENNSYLVANIP_ I! COUI~T'I'Y OF CUMBERLAND ~ ss . We, hUCINDA K. RUSS 4! - ~ `~ L `=~ and _ i-n~;~.~-1 ' ~-rL~~~~7 the Testatrix and witnesses, respectively whose names are '' signed to the foregoing or attached instrument, being first duly i sworn, do hereby declare to the undersigned authority that the j I i Testatrix signed and executed the. instrument as her Last Wi11 and I Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and i that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (1.g or j more years of age, of sound mind and under no constraint or undue influence. ~; ` - f /;, ~ - Lucinda K. Russ, Testatrix ,1 , Wjt:tness Witness 1IDIS, GUIDO, SIIUFF 8 MASLAND ?6 W. High Street Carlisle, YA Subscribed, sworn to and acl~nowledged before me by Lucinda Y.. I Russ, the Testatrix, and subscribed to and sworn or affirmed to j I~ ~ /~ ~ ~ ! ; i i I~ before me by ~'-~,~ ~, ~ ~ ~,-~; r-; r:;_ ~~ and .;'~, 1(,~_, ~~ ~ ~ ,F~ III ' " ~` - ~~, ij i j witnesses , this o2Ol day of /~j ~i ~ 199$ . ~( Nota_rsr public i I idOTA~ SAL i, JULIE E. SOWcP,S, Notary Pubiic~ ' Camp Htll, Cumberland Gounty lN~~ CDmmission Expires Jan. 31, 2000