HomeMy WebLinkAbout95-0292~21-g5-0292
This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
AUG 1 G 200 ?
Date Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
v O H,DS.f.3 R•v. 7187
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COMMONWEALTH OF PENNSYLMINIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
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INHERITAhf~E f1UC R~TURI~ FOR DATES OF DEATH AFTER 12/31/91 CHECK HERE
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RESIDENT DECEDENT FILE NUMBER
coM~t~p~tAV~~~-}~~I-}oQFP~t~~rANIA (TO BE FILED IN DUPLICATE 21-95-0292
HARRIS G, A 28-0601 WITH REGISTER OF WILLS COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
E LINDGREN, JANE C. 2850 Russell Road
C SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Camp Hill , PA 17011
p 032-20-6161 04/15/95 07/21/24
E
N County Cumberland
T (IF APPLICABLE)SURVIVINGSPOUSE'SNAME(LAST,FIRSTANDMIDDLEINITIAL) SOCIAL SECURITY NUMBER AMOUNTRECEIVED(SEEINSTRUCTIONS)
A B X 1. Original Return 2. Supplemental Return 3. Remainder Return
.~ P LO 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82
R C
CPS (for dates of death after 12-12-82) XO 5. Federal Estate Tax Return Required
QX 6. Decedent
Died Testate ~ 7
D
d
M
i
. .
ece
ent
a
ntained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach co of Will) (Attach a cop of Trust)
C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
R N NAME COMPLETE MAILING ADDRESS
E E John E. Slike, Es uire Saidis, Guido, Shoff & Masland
S N TELEPHONE NUMBER 2109 Market Street
T 717 737-3405 Cam 1 PA 17011
~. Wool ~a~aw \Jl:rl@GUI@ N/ (1) 190 , 000.00
2. Stocks and Bonds (Schedule B) 56 , 547.69 --
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages and Notes Receivable (Schedule D) (4)
C 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) (5~Y , 500 , 836 . b7
A 6. Jointly Owned Property (Schedule F) 8 453.26
p 7. Transfers (Schedule G) (Schedule L) 7)
T 8. Total Gross Assets (total Lines 1-7) (8) 1, 747
837.62
U
L 9. Funeral Expenses, Administrative Costs, Miscellaneous (9} 111, 786.16 ,
T Expenses (Schedule H)
C 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 86 , 869.87
N 11. Total Deductions (total Lines 9 $ 10) (11) 198 , 656.03
12. Net Value of Estate (Line 8 minus Line 11) (12) 1, 549 ,181.59
13. Charitable and Governmental Bequests (Schedule J) (13)
14. Net Value Sub'ect to Tax (Line 12 minus Line 13) (14) 1, 549 ,181.59
15. Spousal Transfers (for dates of death after 6-30-94)
See Instructions for Applicable Percentage on page 2. (15) 0.00 X = 0.00
(Include values from Schedule K or Schedule M.)
16. Amount of Line 14 taxable at 6% rate (16) 1, 549 ,181.59 X .06 = 92 , 950.90
(Include values from Schedule K or Schedule M.)
T
A 17. Amount of Line 14 taxable at 15% rate
(17) 0.00 x
.15 =
0
00
X (Include values from Schedule K or Schedule M.) .
C 18. Principal tax due (Add tax from Line 15, 16 and 17.) (18} 92 , 950.90
P 19. Credits/Sp Poverty Prior Payments Discount Interest
U 0.00 + 90 , 000.00 4 , 647.55 - (19) 94 , 647.55
T 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT.
~ (20) 1 , 696.65
T ® Cheek Ftae ifyou ar±erequestin a rofwadoi Yourovs~tayr~snt: 0.00
OI 21. If Line 18 Is greater than Line 19 enter the difference on Line 21 This is the TAX DUE. (21) 0.00
N A. Enter the Interest on the balance due on Line 21 A. (21A) .0.00
B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. (21B) 0.00
Make Cheek Pa able to: R islet of Wills, A ent
- -- BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
Under penalties of perjury, I declare that I have examined this return, Including accompanyfrg schedules and statements, and to the best of my knowledge and belief, It Is true,
correct and complete. I declare that all real estate has been reported at true market value
Declaration of
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which preparer has arty knowledge. resentative i s based on all Information of
~~~+NOF~~N RESPO I~LE FOR FILING RETURN Robert C . Lindgren
6 /` Juniper Hill Road
Francestown, NH 03043
SIGNATU FPR HER THAN EPRESENTATIVE Saidis, Guido, Shoff & Masland
~'- 2109_ _ Market Street
Cam Hill, PA 17011
Copyrlgh 994 form software nMv epc,.~rm.,,e ,.,.. __
DATE
t1~of rqb
DATE t
~/~/~G`~
j.
~ Act #48 of 1994 provides for the reduction of the tax r81t~s imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
•3% {.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
•2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
•1% {.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
•Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (~ IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, . g
b. retain the right to designate who shall use the property transferred or its income, X
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for Iffe of either payments, benefits or care?. g
2. If death occurred on or before December 12, 1982, did decedent within two years preceding death
transfer property without receiving adequate consideration? If death occurred after December 12,
1982, did decedent transfer property within one year of death without receiving adequate
consideration? g
3. Did decedent own an 'in trust for' bank account at his or her death? g
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
` t'
LAST WILL AND TESTAMENT
OF
JANE C. LINDGREN
I, JANE C. LINDGREN of the Borough of Camp Hill, Cumberland
County, Pennsylvania,, hereby revoke my grior wills and declare
this to be my will:
I. Personal and Household Effects: I bequeath certain
of my articles of personal or household use, including furniture,
in accordance with written instructions made by me during my j
lifetime. In the absence of said instructions or inclusion in I
i
the instructions, I bequeath such articles to such of my children'
as survive me, to be divided among them as they may agree or, in
the absence of agreement, as my executor may think appropriate. j
My Executor may make whatever arrangements my executor
~ID1S, GiJIDO,
SHUFF &
MASLAND
:109 Market Street
Camp Hill, PA
deems appropriate for storing and delivering articles of personal
or household use to the beneficiaries, and may pay the cost
thereof and any related expenses including insurance from my
residuary estate.
II. Residuary Estate• I devise and bequeath all the
rest, residue and remainder of my estate as follows:
A. 30$ of said residue shall be paid to my son,
Robert C. Lindgren, or if he is deceased to his issue per
~, _, w
(~_ .
Page 1
~. ,
stirpes, or if he dies without issue surviving him, to his widow,
Linda.
B. 30$ of said residue shall be paid to my son,
Richard K. (Erik) Lindgren, or if he is deceased to his issue per
stirpes. Should he die without issue surviving him, his said
share shall be paid to his widow, Derel Lee.
C. 30$ of said residue shall be paid to my son,
Russell C. Lindgren, or if he is deceased, 1/5th of his share
shall be divided between his widow, if any, and Susan McDormand,
and the remaining 4/5ths of his share shall be divided among his
issue, including Jens Lindgren, per stirpes.
D. 10$ of said residue shall be paid to or for
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
the benefit of my grandchildren, including Jens Lindgren. If
any of my grandchildren is under the age of 22 at my death, the
share shall be distributed to the trustee hereinafter named who
shall administer the trust in accordance with the following
provisions:
1. As much of the net income and principal
as my trustee, in its sole discretion, may from time to time
believe to be desirable be distributed to or for the benefit of
one or more of my grandchildren in such amounts or proportions as
my trustee may, from time to time, think appropriate; and
from time to time, be~accumulatednandeaddedstodtherprincdipalall,
Page 2
,. ,
3. My primary concern is for the education
of my grandchildren until they have completed their undergraduate
college education or vocational training, and while my general
purpose is to treat them alike, I recognize that needs will vary
from person to person and from time to time. Accordingly, I
direct that all distributees need not be treated equally or
proportionately; that one or more of the eligible distributees
may be wholly excluded from any or periodic distributions; that
the pattern followed in one distribution need not be followed in
others; that income may be accumulated to whatever extent and in
whatever amounts my trustee may think appropriate; and that my
trustee may give such consideration to the other resources of
each of the eligible distributees as my trustee may think appro- ~
priate.
4. As soon as there is no living grandchild
of mine under 22 years of age, or should all of them be over the
age of 22 at the time of my death, the then remaining principal
shall be divided equally among my grandchildren then living.
III. Adopted Persons: Persons adopted during minority
shall be considered as children of their adoptive parents, and
they and their descendants shall be considered as descendants of
their adoptive parents.
IV. Death Taxes: All federal, state and other death
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
taxes payable because of my death on the property forming my
gross estate for tax purposes, whether or not it passes under
this will, shall be paid out of the principal of my probate
estate so that the burden thereof falls on my residuary estate
and none of those taxes shall be charged to any beneficiary of
any outside fund. This provision shall not apply to generation-
skipping transfer taxes.
V. Minor or Disabled Beneficiaries: If any income. or
principal of the residuary trust is payable to a minor or to a
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~. ,
person who is, in my trustee's opinion, disabled by illness or
other cause, it shall be retained by my trustee in a separate
trust for that beneficiary and thereafter:
A. As much of the income and principal of that
trust as my trustee may from time to time think desirable for the
beneficiary either shall be paid to him or her or shall be
applied for his or her benefit;
B. Any income not so distributed shall be added
to principal; and
C. When the minor attains twenty-one years of age
or when the disabled person becomes, in my trustee's opinion,
free of disability, the then-remaining principal shall be paid to
him or her. If the beneficiary dies before that time, the then-
remaining principal shall be paid to his or her estate.
Any funds to be applied under this article either shall
SAIDIS, GUIDO,
SNUFF &
MASLAND
2109 Market Street
Camp Hill, PA
be applied directly by my trustee or shall be paid to a parent orb,
guardian of the beneficiary or to any person or organization
taking care of the beneficiary, and my trustee shall have no
further responsibility for any funds so paid. The word "minor"
shall mean a person who has not reached twenty-one years of age.
VI. Early Termination of Trusts: If my trustee, in myI
trustee's sole discretion, determines that it is desirable to do
.,
i
c;" Page 4
Y
so, my trustee may, without further responsibility, terminate any
trust for a minor or disabled beneficiary under the preceding
articles. This may be done by paying the then-remaining princi-
pal and income of that trust to the beneficiary or to his or her
parent or guardian or to any person or organization taking care
of him or her or, in the case of a minor, by paying it to a
custodian for the minor selected and appointed by my trustee or
by depositing it in an interest bearing account in the minor's
name, payable to him or her at majority.
VII. Protective Provision: No beneficiary may sell,
give or otherwise transfer his or her interest in income or
principal hereunder. No person having a claim against a benefi-
ciary may reach any such interest before actual payment to the
beneficiary.
VIII. Management Provisions: I authorize my executor
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
and my trustee:
A. To retain and to invest in all forms of real
and personal property, without being confined to investments
authorized by a statutory list, without being required to diver-
sify and regardless of any principle of law limiting delegation
of investment responsibility by executors or trustees;
B. To compromise claims and to abandon any
property which, in my executor's or my trustee's opinion, is of
little or no value;
C. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal prop-
erty, and to give options for sales or leases;
,~
~~
~.~__
Page 5
D. To join in any merger, reorganization, voting-
trust plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. To borrow from anyone, even if the lender is
an executor or trustee hereunder, and to pledge property as
security for repayment of the funds borrowed;
F. To make loans to, and to buy property from, my
husband's executor or administrator;
G. To employ and to rely upon advice given by
investment counsel, to delegate discretionary authority to make
changes in investments to investment counsel, and to pay invest-
ment counsel reasonable compensation in addition to any fees
otherwise payable to my executor and my trustee;
H. To employ a custodian, to hold property
unregistered or in the name of a nominee (including the nominee
of any institution employed as custodian), and to pay reasonable
compensation to the custodian in addition to any fees otherwise
payable to my executor and my trustee;
I. To hold two or more trusts hereunder as a
combined fund (allocating ratably to such trusts all receipts
from, and expenses of, the combined fund) for convenience in
investment and administration; provided that any combination of
trusts for this purpose shall not alter their status as separate
trusts; and
J. To distribute in cash or in kind.
SAYDIS, GUIDO,
SNUFF &
MASLAND
2109 Market Street
Camp Hill, PA
These authorities shall extend to all property at any time held
by my executor or my trustee and shall continue in full force
until the actual distribution of all such property, except as
otherwise specifically stated. All powers, authorities, and
discretion granted by this will shall be in addition to those
granted by law and shall be exercisable without court authoriza-
tion.
~ ~,
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Page 6
~,
IX• Executor or Trustee in Investment Business: The
fact that an executor or trustee is active in the investment
business shall not be deemed to be a conflict of interest, and
purchases and sales of investments may be made through any firm
of which he is a partner, shareholder, associate or employee.
X. Executors and Trustees:
tAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
A. I appoint my son, Robert C. Lindgren, executor
of my estate. If he fails to qualify or ceases to act as such,
then I appoint my son, Richard K. (Erik) Lindgren, as executor.
If he fails to qualify or ceases to act as such, then I appoint
my son, Russell C. Lindgren, as executor.
B• I appoint PNC Bank, N.A. as trustee of any
trust created in this will. Should PNC Bank decline to serve or
cease to act as trustee, then I appoint my son, Richard K. (Erik)
Lindgren, as trustee.
C• Any individual executor or trustee may resign
at any time without court approval.
D. No executor or trustee shall be required to
post bond in this or any jurisdiction.
r'
1
Page 7
5 n
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the ~~ ~ J
day o f .~' G~ ,~,, ~
-- , 1995.
~~~, v ~ r
~_ ~ _ .
(SEAL)
Jane C . Lindgre ~,
In our presence the above-named testatrix signed this and
declared it to be her will, and now at her request, in her pres-
ence, and in the presence of each other, we sign as witnesses:
ti
~~....~ Name G
Address -
~~ lay ~
Address
SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Strxt
Camp Hill, PA
Page 8
iAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Market Street
Camp Hill, PA
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF SS.
CUMBERLAND)
WE, the undersigned, the testatrix and the witnesses,.
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the testatrix signed and executed the
instrument as her Last Will and Testament and that she sig,;~ed
willingly (or willingly directed another to sign for her
that she executed it as her free will and voluntary act forathe
purposes therein expressed, and 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 that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by the
testatrix, and subscribed and savor o be ore me by both wit-
nesses, this ~ day of ~~~~'~-c~j
1995.
~~ L4~~.
Notary Public
THELMA S. M CAUSL v~ glary Public
Camp Hill, C~n~berland Counfy
MY.Commi;~!c~..~~"0i`e` July3,1996
~_
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Testatrix -{
J ,..
,REV - 1502 EX + (12-85)
COM IN RE3~ENoII~-dl' "N ANIA I SCHEDULE A
-Yf' REAL ESTATE
JANE C. LINDGREN SS~~ 032-20-6161 04 15/95 FILE NUMBER
21 95 0292
(Property ~o~ntly owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing bwar and a r,iut~.. Qeu~..,_~.~.__ ~_:__ ____ _.. _ , .
REV - 1503 EX + (4-86)
COM INO~~~ Lr~~o~~~~~,ANIA SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
JANE C. LINDGREN SS~~ 032-20-6161 04/15/95 21-95-0292
(All rope oint -owned with Ri ht of Survivorship must be disNosed on Schedule F.)
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 50 shares Amgen, Inc. 67.78 3
389
00
2 100 shares AMP, Incorporated 38.28 ,
.
3
828
00
3 100 shares Arnold Industries, Inc. 18.02 ,
.
1
802
00
4 100 shares Enron Corp. 33.50 ,
.
3
350
00
5 50 shares Intel Corp. 89.03 ,
.
4
451
50
6 100 shares Johnstown Amer Ind. 12.36 ,
.
1
236
00
7 100 shares Merck & Co., Inc. 43.09 ,
.
4
309
00
8 $25,000 U.S. Treasury Note 7y 100.875 ,
.
25,218.75
9 800 shares common stock Brookside Mfg. Co.
a closely held Pennsylvnaia corporation, with
6800 shares of stock issued and outstanding.
The corporation is inactive with assets of a
value of $79,189.25, less estimated costs of
dissolution of $3,000 for a net value of
$76,189.25.
8,963.44
TOTAL (Also .enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
Copyright (c) 1994 form software onN CPSvstems. Inc.
56,547.69
Fnrm 11 CrhMuln Q (pnv d_Afi1
REV - 1508 EX + (p-87)
COM IN R~S~~ENTI.{ pF~gT N ANIA
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
STATE OF
JANE C. LINDGREN SS~~ 032-20-6161 04/15/95
21-95-0292
.~• •.. o•. nary-vwnoa wRn KI nt OT survivorahi must be diaclOaed on Schedule F}
ITEM
NUMBER DESCRIPTION
PNC BANK, N.A.
1 Certificate of Deposit ~~1023200199324
2 Checking account ~~5140038222
3 Savings Account ~~5130072865
4 Stock Cross IRA account No. 61478
5 Fulton Bank checking account ~~2218-86268
6 Farmers Trust Company
7 1986 Cutlass Ciera - four door automobile
8 Household goods - gross proceeds of sale and the
9 appraised value of distributed items
Jewelry, per appraisal
10 THE VANGUARD GROUP: Items 11 through 18 are the values of
decedent's Individual Retirement Account
VMIyR-Prime Portfolio Acct. ~~971040047
11 Accrued dividends
12 VMMR-Prime Portfolio Acct. ~~3116025811
13 Accrued dividends
14 Vanguard/Windsor Fund, Acct. ~~3116025811
15 Vanguard Int'1 Growth Fund, Acct. ~~3116025811
16 VBIF-Total Bond Market, Acct. ~~3116025811
17 Accrued dividends
18 20 circulated common U.S. Silver dollars @ $5.50
19 Janney Montgomery Scott Money Fund
VALUE AT DATE
OF DEATH
10,001.51
29,488.21
6,455.53
43,991.99
297.30
346.79
2,000.00
26,630.00
2,055.75
30,808.11
75.89
275,089.79
664.71
320,147.18
447,906.11
201,676.69
569.11
110.00
102,522.00
TOTAL (Also enter on line 5, Reca itulation) S , 500 , 836.67
(Attach additional 8 1/2" x 11" sheets ff more space is needed.)
Copyright (c) 1994 form software only CPSvstems. Inc.
- - Fn 1l~~tf1 C~Mwnl~dn r. /Do.. 7. 091
' REV - 1509 EX + (12-88)
COM INh~~Rlt,[~j_~E~SUp~IJ ANIA
JANE C. LINDGREN SS~~ 032-20-6161 04/15/95 ~'~~-C PIVMdGIi
21 95 0292
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Russell C. Lindgren P. 0. Box 331 Son
Williamstown, MA 0127
B.
C.
Jointly-owned property:
ITEM LETTER DATE
NUMBER JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT
1 1 07/04/76 Cape Cod Cooperative
Bank, Checking Acct.
No. 23819952
SCHEDULE F
TOTAL VALUE DECD'S DOLLAR VALUE OF
OF ASSET °k INT. ECEDENT INTEREST
906.52 50.OOy 453.26
TOTAL (Also enter on line 6, Recapftulation) 453.26
(If more space is needed, insert additional sheets of same size.)
Copyright (c) 1994 form software only CPSystems, Inc.
Form 15f>0 Schedule F (Rev. 12-881
REV - 1511 EX + (7-88)
COMIN RES~DEN~DTECEDENT N ANIA
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
JANE C. LINDGREN SS~~ 032-20-6161 04 15 95
ITEM
NUMBER DESCRIPTION
A. Funeral Expenses:
1 Myers-Harner Funeral Home
2 Chapman, Cole & Gleason Funeral Home, Milton, MA
3 Robert C. Lindgren - reimb. for Milton Cemetery charges
21-95-0292
AMOUNT
5,538.00
960.00
800.00
B• Administrative Costs:
1. Personal Representative Commissions 48 , 000.00
Social Security Number of Personal Representative: 181- 38 - 9122
Year Commissions paid
2. Attorney Fees Saidis, Guido, Shuff & Masland 48,000.00
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City State Zip Code
4. Probate Fees Register of Wills
387.00
C• Miscellaneous Expenses:
1 Cumberland Law Journal - legal ads
2 Patriot-News Co. - legal ads 40.00
3 Register of Wills - exemplified copies of will 59.08
4
5 Zisson & Veara - legal fees for Massachusetts estate
C 51.50
000
3
00
omm. of PA - duplicate car title .
,
6 Register of Wills - short certificates 5.00
7 Commercial Coin Co. - appraisal .9.00
8 Register of Wills - certified copy of will 5.00
9 Reserved for taxes and future expenses 6.50
10 Landis Jewelers - appraisal 750.00
11 Zisson & Veara - East Dennis property appraisal 55..00
12
13 Claude Wolfe & Associates - appraisal of household oods
g
P 85.00
300
00
NC Bank - estate checks .
14 Expenses of public sale of household goods 150.00
3,585.08
TOTAL (Also enter on line 9, Reca ftulation) S 111, 786.16
(If more space is needed, insert additional sheets of same size.)
Copyright (c) 1994 form software only CPSystems, Inc.
- - Form 1500 schedule H (Rev. ~-ss)
REV-7512 EX+(1-93)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
TATS OF
JANE C. LINDGREN
ITEM
NUMBER
DESCRIPTION
1 West Shore Country Club - debt of decedent
2 Texaco Credit Card
3 Gran-U-Lawn
4 The Bon-Ton
5 PNC Bank - to cover automatic payment of bills
6 Ann Markley, Tax Collector - county and borough taxes
7 IRS - 2nd quarterly tax payment
8 PA Dept. of Revenue - 2nd quarterly tax payment
9 Estimated costs of sale of house including
realtor's commission
10 Bell Atlantic - PA
11 PAWC -
12 UGI
13 PP&L
14 Gold Medal Lawns - lawn and snow maintenance
15 0. Knudsen Renovations - exterior house painting
16 Shirley Bator, Tax Collector - Massachusetts real estate taxes
17 City of Dennis - boat assessment
18 Holy Spirit Hospital - balance due
19 Cape Cod Hospital - balance due
20 Postmaster; East Dennis, MA - box fee
21 Aetna Casualty - homeowners policy
22 TCI - Cape Cod - final cable bill
23 Ashway, Haar & Fuller - accounting services
24 Lewis B. Buchanan, Inc. - air conditioning repairs
25 Ann M. Markley, Tax Collector - school taxes
26 Jane Campbell Services - house cleaning
27 Nynex
28 GM Card - balance due
29 IRS - 3rd and 4th quarterly payments
30 PA Dept. of Revenue - 3rd and 4th quarterly payments
31 Town of Dennis - real estate tax on lot
32 James Gordon - clean up of property after public sale
33 G. Patrick O'Connor - unliquidated and contested claim
relating to sale of 3105 Old Gettysburg Road property
in 1994.
21-95-0292
AMOUNT
221.17
26.90
34.98
36.09
229.25
725.62
4,000.00
700.00
13,410.00
348.58
106.06
447.84
330.72
1,525.75
995.00
14.02
75.00
114.54
8.46
8.00
804.00
48.34
160.00
168.00
1,927.45
173.20
21.77
677.60
8,000.00
1,400.00
17.53
114.00
50,000.00
TOTAL (Also enter en linty
(If more space is needed, insert additional sheets of same size.)
Copyright (c) 1994 form ~ftware only CPSvstems. Inc.
SCHEDULEI
DEBTS OF DECEDENT,
SS~~ 032-20-6161 04/15/95
S 86,869.87
Form 1SOO Schedule ~ (Rev. 1_gg1
1 •
REV - 1513 EX + (2_87)
COM IN~(~~~p~7~~Op pENNgy N ANIA SCHEDULE J
___ _ __ _ _ Is~ iEACXEROEETN~7R BENEFICIARIE
JANE C. LINDGREN SS~~ 032-20-6161 04 15 95
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
1 Robert C. Lindgren
Juniper Hill Road
Francestown, NH 03043
2 Richard K. (Erik) Lindgren
112 Fuller Street
Middleboro, MA 02346
3 Russell C. Lindgren
P. 0. Box 331
Williamstown, MA 01267
4 Elsa Lindgren
Juniper Hill Road
Francestown, NH 03043
5 Jens Lindgren
P. 0. Box 331
Williamstown, MA 01267
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
FILE NUMBER
21-95-0292
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
Son 30Y of residue
Son I30r> of residue
Son ~30Y of residue
Granddtr. ~5Y of residue
Grandson ~ 59; of residue
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) I;
0 00
(If more space Is needed, Insert addltlonal sheets of same size.}
Copyright (c) 1994 form software only CPSystems, Inc.
Form 1500 Schedule d (Rev. 2-871
C- „'j..
REV-1547 EX AFP (12-95)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 101
BUREAU OF INDIVIDUAL rnxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 280601
HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 07-08-96
DATE OF DEATH 04-15-95 ~~~~~ y FILE N0. 21 5-029
COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT''
REMIT PAYMENT TO:
JOHN E SLIKE ESQ
SAIDIS ETAL
2109 MARKET ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Amount Remitted
CUT ALONG THIS LINE - RETA_IN LOWER POR_TIO_N FOR YOUR RECORDS ~
------------------------------------ _
REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAI§EMEWT, ALLOWANCE OR
-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LINDGREN JANE C FILE NO. 21 95-0292 ACN 101 DATE 07-OS-96
TAX RETURN WAS: (X) ACCEPTED AS FILED ( l CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
(1) 190.000.00
(2) 56.547.69
(3) .00
(4) .00
(5) 1,500,836.67
(6) 453.26
(7) .00
(B) 1,747,837.62
(9) 111,786.16
(lo) 86.869 87
(11) -__ 198.6 6 0~
(12) 1,549,181.59
(13) . 00
(14) 1,549,181.59
NOTE: If an assessment was issued previously, lines
reflect figures that incl
d
th 14, 15 andior 16, 17 and 18 will
u
e
e total of ALL
ASSESSMENT OF TAX: returns assessed to date.
15. Amount of Line 14 at Spousal rate (15) . 00 X . 00_ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,549,181.59 X .06. 92,950
90
17. Amount of Line 14 taxable at Collateral/Class B rate (17) .00 X .1 5. .
00
18. Principal Tax Due .
TAX CREDITS: (lg) 92,950.90
PAYMENT
RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST (-) AMOUNT PAID
07-12-95 AA047992
4,647.55 90,000.00
TOTAL TAX CREDIT 94,647.55
BALANCE OF TAX DUE 1,696.65CR
INTEREST AND PEN. .00
TOTAL DUE 1,696.65CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE