HomeMy WebLinkAbout03-05-12
IN THE MATTER OF THE ESTATE
OF EDITH C. McCONNELL, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
N0.2011-01035
APPROVAL OF ACCOUNT, RECEIPT, RELEASE AND INDEMNIFICATION '~;
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BACKGROUND ~ ~ ?o c~~ ~
'~vi~ to ~ }
The facts underlying this Approval are as follows: ;-gyp-,-, ~,
~ ~ ~-,
A. Edith C. McConnell ("Mrs. McConnell") died September 1~2~11. ~. ~~,
~
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McConnell left a will dated July 6, 2006 which was probated in the Office of the Register
of Wills of Cumberland County, Pennsylvania. Charles H. Diller, Jr. was appointed
Executor ("Executor") of Mrs: McConnell's estate.
B. Article III of Mrs. McConnell's will bequeathed her tangible personal
property to her daughters, Susan E. Harvey and Andrean M. Griffith, in equal shares.
Mrs. McConnell did not own any tangible personal property at the time of her passing so
no assets pass under Article III.
C. Article IV of Mrs. McConnell's will bequeathed the residue of her estate
as follows: 40% to her daughter Susan E. Harvey; 40% to her daughter Andrean M.
Griffith; and 20% to her granddaughter Edee K. Herigan. Decedent's daughters and said
granddaughter all survived Mrs. McConnell and are sui juris and are hereinafter referred
to as the "Beneficiaries."
D. The Executor has completed much of the administration of Mrs.
McConnell's estate and would like to make a substantial distribution on account of the
839250.1
residue pending receipt of final approvals of the Pennsylvania inheritance tax return and
clarification of any potential remaining claims against Mrs. McConnell's estate.
E. The Executor is willing to conclude the estate without the expense and
formality of filing an account of his administration with the Court so long as the
Beneficiaries provide the Executor with an appropriate Approval, Receipt, Release and
Indemnification which is the purpose of this instrument to provide.
NOW, THEREFORE, the undersigned Beneficiaries, for themselves, their heirs,
personal representatives, and assigns:
1. State that they have examined the Pennsylvania Inheritance Tax
return (the "Return") attached hereto as Exhibit "A" and the Proposed Distribution
attached as Exhibit "B," (the "Proposed Distribution") and approve the transactions and
distributions reported therein or proposed therein as though they had been reflected in an
accounting which was confirmed absolutely by the Court having jurisdiction over the
Estate.
2. Do hereby acknowledge receipt from the Executors of the assets
shown as being distributed to them in the Proposed Distribution.
3. Hereby absolutely and irrevocably approve the transactions
undertaken by the Executors reported in the Return as though said transactions were
contained in a formal accounting which had been confirmed absolutely by the Court
having jurisdiction over the Estate.
- 2 -
4. Hereby absolutely and irrevocably waive the filing and auditing of
any accounting with the Orphans' Court Division of the Court of Common Pleas of
Cumberland County, Pennsylvania, or in any other jurisdiction in connection with the
administration of the Estate.
5. Hereby absolutely and irrevocably release, remise, quitclaim and
forever discharge the Executor, individually and in his fiduciary capacity, his personal
representatives, heirs and assigns, of and from all actions and causes of actions, suits,
payments, accounts, reckonings, claims and demands whatsoever arising from the
administration of the Estate or in any way related to the distribution provided for herein,
whether known or unknown, from the beginning of time to the date of the date of the
signing of this instrument.
6. Agree that if, at any time in the future, the Executor receives any
demand or claim for any amount claimed to be due and owing from the.Estate or from
him, as Executor, and he approves said demand or claim, each of the undersigned
Beneficiaries shall, at the request of the Executor, pay to the Executor, her proportioned
share of the amount of any such demand or claim, or if it has been paid by the Executor,
then reimburse him for their proportional share of the amount paid by him, provided that
such requested payment or reimbursement shall not exceed the total of the assets paid or
distributed to her by the Executor as set forth herein.
7. Agree to indemnify the Executor -and hold him harmless to the
extent of the assets distributed to the Beneficiary from and against any and all claims, loss,
- 3 -
liability or damage (including legal fees and costs in connection therewith), whether or not
the same is caused by a mistake that is innocent or negligent, which the Executor may
suffer or to which he may be subjected by reason of the final distribution without having
the formal approval of any court.
8. Declare that this Approval, which shall not be modified except by an
amendment in writing signed by all parties and the Executor, contains the entire
understanding of the parties and that no representations or promises have been made except
as expressly stated herein.
9. Declare that this Approval shall become effective on the date of the
last signature, maybe signed in counterparts, shall be governed by the laws of
Pennsylvania and shall be legally binding as an agreement under seal upon the undersigned
and their personal representatives, heirs and assigns.
10. Acknowledge, warrant and represent that each has been advised by
the Executor to seek the advice of, and has been given the opportunity to consult with,
independent legal counsel in connection with this Agreement.
- 4 -
IN WITNESS WHEREOF, each of the undersigned, intending to be legally bound,
has executed this Approval on the ~~ day of 2012.
Witness.
Witness
Witness
EAL)
Susan C. Ehvey __` _ __ _.-.
(SEAL)
Andrean M. Griffith
Edee K. Herigan
- 5 -
(SEAL)
3~_" ;t I
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~~
~~~~'
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IN WITNESS WHEREOF, each of the undersigned, intending to be legally bound,
has executed this Approval on the _~ day of r~~~ ~_ , 2012.
Witness
(SEAL)
Susan C. Harvey
Witness Andrean M. Griffith
(SEAL)
Witness Edee K. Herigan
- 5 -
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF )
On this, the ~ ~ day of ~~ • 2012, before me, the undersigned
:1~
officer, personally appeared SU5AN C. HARVEY, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument, _arid ackriowTedge~ that- she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~
No ary Public
My Commission Expires:
(SEAL) NOTARIAL SEAL
~l1YARD G. SLEDZIK, NOTARY
CK TVYP., CO[~+ITY Ok
CIRIli~S[ON EXPIlRik' 1F
1 ~ s(~
•J}a/Q~ 4 i.~! ~~ ~ LI y yi~L~~~
ctI1C-fl YEN r~~}~l`s, a ~ ~;,.~~, ~. ~ . ;f~;
L__._ _ _~_ _ _
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF l'~"~ )
On this, the 2( day of ~'(Lt_(li,~a- 2012, before me, the undersigned
officer, personally appeared ANDREAN M. GRIFFITH, known to me (or satisfactorily proven)
to be the person whose name is subscribed to tTie witTiin instrument,-and acknowledged thaLsl-ie """
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand nd official seal.
~V
o ary Public
My Commission Expires:
COMMONWEALTH OF PENNSYLVANUI
(SEAL) Notarial Seal
Cathy L. Youngblood, Notary Publlc
Lemoyne Moro, Cumberland County
My Commission Expires June 22, 2014
Mem9ery f~enneylvanle Association of Notaries
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF ~~"-~--P 1"' `"~ )
On this, the _~ day of ~-'V"~Z-~-~ ~-_ , 2012, before me, the undersigned
officer, personally appeared EDEE K. HERIGAN, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~ ~ ~~_~
Notary Publ c
My Commission Expires:
(SEAL)
coMraonweun~ eE ~ v~wu
a~dy ~. ,eiora~y r~,ak
ah a , uwphin ~
My Comml9ibn B~kils Dec. 2, 2014
M!+tphpr. PenMJVlvaMs ASSOtl8tl011 Of lb~BfkS
s 15~~5610105 -
.
REV-1500 ~` `°~-i~1 `~
PA Department of Revenue nn vania OFFICIAL USE ONLY
Pe ~ County Cade Year File Number
'R""""""`"`"""`
Bureau of Indiyidu;al Taxes
'' PO BOXi8osoi'" ' -
INHERITANCE TAX RETURN -
Hamisburq, PA i~tz8-0601 RESIDENT DECEDENT
ENTER.DECEOENT INFORMAT{ON BELOW.... . -_.-__-_ __ . _.. _..-. _ :. - _ _.
Socal Security Number Date
_
_...__ of Death MMDDYYYY Date of Birth MMDDYYW
__
208=18-7257 09/ 19/2011 07/04/1925
__
Decedent's Last Name
_____
Suffix Decedent's First Name MI
McDonnell Edith C
(If Applicable! Enter Surviving Spouse's Information Be{ow
__Speusa's-Last lame ------
__ _ .. - -Snffrx- -SPopse's FirsYNama--- -- ___-_ -~---
McConnell Jr Jay M
Spouse's Social Security Number......
---- - - - - _ _ _
THIS RETURN,MUST BE FILED IN DUPLICATE WITH THE ,
202-20-sos7
___ _ _ _ _ REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Adginal Return O 2. Supplemental Return O 3. Remainder Return (Date of Death
- ..
_._ _
._ - _ _ Prior to 1&13..-82)
O 4. Limited Estate O 4a. Future Interest Compromise. (date of O 5. Federal Estate,Tax Return Required
death after 12-12-82) '
fip 6,_Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O - 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A)
~' Between 12-31-91 and 1-1-95) (Attach Schedule O) "
CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONF{DENTtAI TAX INFORMATION SNOULD;BE DIRECTED,TD:
,., :.. _
Name Daytime Telephone Number„ ,
Charles H. Diller, Jr. `(717)`732-6664'
;?
-. - 'r.J'
First Line of Address
... _ .. .... ................. .
5616 Pinehurst Way
_ _
Second Line of Address
City or Post Office State ZIP Code
DATE FILED .. ,,
Mechanicsburg PA 17050
_ __ _ _ __
is C':~C,~.
correspondent's a-man address: CDiller1945[~D_Verizon.net
Under penakies of perjury, I declare fh examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge antl belief,
it is true, rrect and complete. a o arer other than the personal representative is based on all Information of which preparer has any knowledge.
SIGN OF E ON R PSI NG' RETURN ~ ''~=` ` r ' -I ' ' GATE `"` '
02/09/2012
5616 Pinehurst Way, Mechari~e'burg, PA 17050
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
~, 15056101~5~ 1505610105
J
1505610205
REV-1500 EX (FI)
Decedent's Soclel Sat:urlty Number
Decedent's Name: Edith C, McConnell 208-18-7257
RECAPITULATION
1. Real Estate (Schedule A) .. . . . . . . . ...... . ............................. 1. 0, 00
2. Stocks and Bonds (Schedule B) ....................................... 2. 0,00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , , . , . 3. 0,00
4, -
Mortgages and Notes Receivable (Schedule D) ,,,, , , , , , , , , , , , , , , , , , , , , , , ---
4, ---- ------
-(J~00
5, Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 71,611,05
6, Jointly Owned Property (Schedule F) O Separate Billing Requested . , . , , , , 6. 0,00
7, Inter-Vivos Transfers $ Mlscellanaous Nan-Probate Property
(Schedule G) O Separate Billing R~uested.. , ... , , 7, 0.00
S. Total Gross Asaeta (total Lines 1 through Y) ............. f............... 6. 71,611.05
9, Funeral Expenses and Administrative Costs (Schedule H), , ,,,,, , , , , , , , , , , , , g, 9,743,02
10, Debts of Decedent, Mortgage Llabllitfas and Liens (Schedule I),,,,,,, , , , , , , , , 10, 615.42
11, Total Deduetlons (total Lines 9 and 10) .. . . . . . . . . . . . .... . . . ............. 11. 10,358.44
12, Net ValueolEstate(LlneBminusLlnell),,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 12. 61,252.61
13. Charitable and Governmental Bequests/Sec 9113 Trusts far which
an election to tax has not been made (Schedule J) ... . ........ . ... . . . . . . . . 13. 0, 00
14. Not Value 5ubJ~ct to Tax (Lfne 12 minus Line 13) . . . . .................... 14. 61,252.61
TAX CALCULATION ~ SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Llne 14 taxable
at the apousallax rate, or
transfers under Sac. 9116
(a)(t.2) X .0_ 15.
18. Amount of Llne 14 taxable
et lineal rate x .0 4b 61,252.61 i6. 2,756.37
17. Amount of Line ib taxable
at sibling rate X .12 17,
16, Amount of Line 14 taxable
ai collateral rate X .16 18.
19. TAX DUE .........................................................19,
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1505610205
2,756.37
O
Side 2
1505610'05
.:F-
REV-1500 EX (FI) Pege 3
Decedent's Complete Address:
Fll~mber
DECEDENTS NAME
Edith C. McConnell
STREETADDRESS
1100 Crandon Way, Suite 514
CITY
Mechanicsburg STATE
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2._,__CreditslPa lents_
A. Prior Payments _
B. Discount
3. Interest
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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B) (2)
(3)
(4)
(5)
2,756.37
0.00
0.00
2,756.37
Make check payable to; REGISTER OF WILLS, AGENT.
e
~~~~, ~~,
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 Vansferzed .......................................................................................... ^
b. retain the right to designate who shall use the property transferzed or its income ............................................ ^
c. retain a reversionary interest .............................................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? ...................................................................... ^
2. If 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" 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? ................................................................
IFy~ST~H~~E ANSWER TO ANY$~O'F THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
,,.,1/r. w ._i 6.. v. i.Y:i +. x..hk~.r<rNF. .. Y+,-... '. ._... .. a.7'.-,~':n .., _ x,~ks x~.e,*,5..... ,.n~~~+~~~Is%~?1~~'Y"*'.vii`~i`T,i`'~i~'?~.%~`~~Vf~~~~i;
For dates of death on or after July 1, 1994, and before Jan. 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S: §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and
filing a tax return are still applicable even 'If the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent ~/2 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
aEV15o8 Ex • ItAn•
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
%
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONALPROPERTY
ESTATE OF FILE NUMBER
Include the proceeds of Iltigatbn and the date the proceeds were received 6y the estate. All property JoiMlyowned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
~. ~~dS/,/ / T E ~,~c~
/7~D ~~~~ Bd.~K
-_. --- --
~`1 / 70`/
/7/~c,~S~Sv~G
"
~
Cf/E~XlNG -/~/G ~ / BOO 7 989 7a~ o LS
D. S~
CH~~~/~~ -~~L~ /~v/vl83 sod 7z
/QE~iRcrtaE,~'~",~"~~:~`~r~~~~r~~`zo~/ y ~o. SS
~- y~ E.r- ~tr~Pt~l ~ c s
/ %L.~~/
~~N~«
,
l~~P
~~/ir~~ ~d~~ ~ ~~oSs
llf mnra enara Ie naarlari insert
TOTAL (Also enter on line 5, Recapitulation) I $ 7~ ,~ f /-, p
chnafc of the camp ci~el
' REV-1511 EX ;(10•D6) ~ i
SCHEDULE N
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDir/~ e, ,~-lccQ.~,~tc,c. 2oi~-b~03S'
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
f. ~~+~~~' +1: aSrt>/~ oAJ~S ~a/J~i~L /,~ow1 ~'' - ~~vFESS~orJ./L
srRv~s~ /=oc ~`~r~ c ~~D~• ,~uun~s .~~rv sr~rr~~• 6, j4 7. /?
7i~Aitl5~iK7"ri~i ~/I/' ~~i4'E1"~ND dvrER~,By~ti,o'~ QO~tfT.~i.U~ ' ~
_ -+~~+~11~ ot~~sl~.El~~~Lb~si/ytl~~-~,91~t-E~t'J`~'~!N//~-,'-~-EM~Xd~.[Y ~~.a,-..i
B.
1
~.idTO~( Toy ~NQ M9~FYA.v~tJG/2~dtf,~,i~ - %ELr6Eaws ~~~p/it$s
~7~4ysv~c~~' s~i/,d~2 c~~r~i~ - ~~sr ~u,~~~~L .y~a~.
Kowt.s - <'d,v~r~~~ Lt.r~ri~t1G -
QiC~ /~~n~ak//lt5 - rdrn~3sraN~ /.(/Sc~~~oFiey
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address _
City State Zip _,___. ___
Year(s) Commission Paid:
Z• Attorney Fees
3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip .__._.____-__
Relationship of Claimant to Decadent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
~. Cv~~C'~QL~fuo eow~r~ ~Els~sTV"/~ p~• ~iccs ~~44ltiyl GE~,~ q ce/!T;
~s~~G
MID ~N~'Ba~K - E'"EF'
C'vrn~,t~[a~~ C'ow,s!)-y ~fls`~STCQ DF sJitt ~ - T/f.C ~QE7"w.Eetl
/=/ 4,~G GE`s
2vn.op
y9~.ae
2G".~o
/ 3 uC~ o0
z,.~r5o.ov
3SG~9
h~~:'3a
~ ~, a q:
~~,~~
,S", D v
z~~; ~o
TOTAL (Also enter on line 9, Recapitulation) l $ 9 7~.3.DZ.
(If more space is needed, insert additional sheets of the same size)
RED(-157 EX+ (T2-03)
' ~• SCHEDULE 1
• COAVWI~N4dEALTHOf PENNSYLVANIA dEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT I ~
ESTATE OP FILE NUMBER
Raport debts incurred by the decedent prior to death wrich remaitted unpaid as of the date of death, +ncluding unreimbursed medlcai expenses.
ITE~:~ - -__-_ _- --- ---~_
NUMBER i e , , i ,lALUE A7 DATE
_ _ - , ,. ,_ pESt,F 1 „q ~ OF DEATH __
_ _
~~~i~.o~ _ _._.___. ---__.___,_ i ---~2. g8
Sou 171 ccar~Pr~~ ~~'!S, «lc ~ > qo. o0
----
_ __ ._
-- ----
Gu,rr,~~1-~ GavDw,c,~rk~' Fsf~~- ~-mss ~ 3s z,as'
REV•1613 Ex+ (9-00)
- COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFIC{ARIES
~-
`~
L~UlTiy C'. ~GG/~~I/.VELL
FILE NUM@ER
Z.~/- v1~3S'
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) AMOUNT OR SHARE
Of ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2))
1. J~SA~ e /~>gRvE y
E
t"dp/~ Za4u~ Nr~~ ~ y, So /, o'~
I
/ 270 zr~IG-v~S/l~
lS7ffB
/
~
or~t,Q <~ 7j~
/+
~
5voo sr~vstr b~~J~
/f///PaPis,t4~/~'G, P~ ~ mar/ z
.3 ~D~c-' /(, l~~"~P/ ~ ~r/ G~'~vi/o lure Gary ~ z, z S°. 5'~
~/~ y /Qrv~.QJ~ ~.J r~,P~pc ~`
b Ar ~r~/,rf, ~9 ! 7vr~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTfON TO TAX fS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1,
TOTAL OFPART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
pt more space Is needed, Insert additional sheets of the same size)
B
,~
IN THE MATTER OF THE ESTATE IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
OF EDITH C. McCONNELL, DECEASED : ORPHANS' COURT DNISION
N0.2011-01035
PROPOSED DISTRIBUTION
Net value of the estate subject to inheritance taxes
Less inheritance taxes paid
Plus life insurance proceeds and interest exempt from
inheritance taxes
Less reserve in escrow pending conclusion of the estate
Proposed Distribution
To be distributed as follows:
Susan C. Harvey (40%)
Andrean M. Griffith (40%)
Edee K. Herigan (20%)
$61,252.61
$2,756.37
$ 5.031.96
$63,528.20
5 000,00
$58,528.20
$23,411.28
$23,441.28
$11,705.64