HomeMy WebLinkAbout09-30-13 (3) i ' 1505610143
n��.i ������/�/L EXt824tI �
.. �/�r QPFlCIAt U$E ONLY
', PA Department pf Revenue penr�sylvanie ca,�ry code ve+. Fib Number
Bureau ot Individua!Taxes ^aM^K^�°��
��� Pq BOX280807 INHERlTANCE TAX RETURN 21 I3 OOQ96
r+arris�ur�,Pa v�t28-oso� RESIDENT DECEdENT
E R DECEDENT INF8I�AATION 9ELOW �
Seci #Security Number Qate of Death Date of Birth
oi a� 2ois as Zz 1930
pece ent's Last Nsme Suffix Decedent'a Fint Name MI
QN CsEORGE J
(N icaMe)Errtar Survivinq Spwase•s Information Beiow �
Spou 's Last Name Suffix Spouse's First Name MI
Spou e's Social Sawrity Number
THIS RETt7RN MUST BE FIlEOIN DUPLICATE WtTH THE
REGISTER QF Wl�LS
FIIL 1 APPROPRIATE QYALS BELOW �
f� 1. Original Return � 2. Suppiemantel Retum � 3. P�remaoN�d�r'��{Uate IN Onam
4. timMetl Esiaie qa.FNUro�roxsrt Comp iae � 5. Federal EsGte Tax Retum Repuired
� � (date d aea�h etter 17 382!
f.1 Q_ OacatlenlDietlFeAtato- � T. A� ��a�i�(�jxlivirpTrtW _0_ 8. 7�IINUm00fOf$efBDB�lOBit80XBS
CRJ (AdschCopyotWiil}
� 9. LitigationProceedsReceived � i0.y5$01„�y�P4�����{D���eelh � 71.EIecUontoWCUnder$ec.9773{A)
(A1t�$chetluie O}
CORR EPON6ENT�THIS SECTIqN MUST BE COMPLET@0.ALL CORRESPONpENCE AND CpNFIpEN7UL TAX INfORMATION.lf�ULO BE Q�ECTED TO:
�� 6aytir�THsphorw�gnbee%.� �
=x � nor�t �st� t��i�s� �.-�zd`:' ,`-;
� =� -
_�
REti'�'B1t C�WIl�U3�,OHt:�'
� L'"� ';.u` e:.: .
First 'nra bf Atldross c-�+ �� ��`-�` �'� ��: .
, �> ....,. __. . .,,
c'1 c.. --'-!
222 S 2�RKEfi SR'REET SUI �� �:y J
Seaon LInsMAddrsss ',� °I � „ �'',
PO SC?]C 267 �. ��„ ' _��
GA7E FILED
City cr Post Wflce State ZIP Code
�s, zas�TSTO�rrr PA i�a2z
c na.nrs a-ma�i addross: kdoian�gskdiaw.aom
UMer naNba of pmjury.Idec1are Mat 1 heve e�cMminetl ihia relum�I�accompanying achetlub!and ata�lmentc,and W fhs beit o!my k�owMdpa antl beUel,
it b btlt+e,Cart84Y�d cOmpkl�.CNdirWOn et preperee dhM ShWn repreeentdtNa ii OaieC a�ait inMrmm9tlon otwhkh prcp#rer tfas�y knatAfE98.
IGNA F PERSO R PONSIBLE FOR FILING R URN TE
Jackie Ann Lerch ?' �`"�/
ADDR
114 n PA 17022
91GNA E TNE REPRESENTATIVE DATE
Kevin D.Dolan Esq. 2
RES
222 .Market Street,Sufte 2Qt Eltzabsthtown PA
Side 1
� 15�5610143 k50561D1k3 J
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'! PA lnheritance Tax Return
' Signature of Additional Fiduciaries
ESTAT OF FILE NUMBfR
CALN N,C3EORGE J. 21-l3-0t�96
Unde penakies of pe�jury,i deGlare th2t i hava exami�ed tnis retum,inciuding accompanying schedulea and Stat6m9Ms,and to the best of
my k qe and belief,it is true,correct snd complete.Declara8on of preparer other than tlx personal reprosentaNve is 6ased on a11
{nk allon of which p�eparor has any knowiedge.
Slgna ure#2 �`�1�1 L_� ����►�J
Name Vickle Lab KOan
Add s7 et1 W.shadv�ane
Add S2
�ihl, t8,Zlp Enals PA 97425
Date _���
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i � 15p5610243
�"�
. REV-1560 EX
'�� DecedenPs Social5eeurity Numbar
o^�^��j':^'ama: CALNON� C#EORGE J.
caprruuinaN - - - --- -
. RealEstate(ScheduleA}............................................._..,.._................_............_.. 1. 13$,514 . 04
. Stocks arrd Bends{Scheduk S}........................_................................................... 2. 14O, 677. 72
. Ciasely Hek!Carporatirwn,Partnership or Sole-Proprietorehip(Sctroduie C}......... 3.
. Mortgages&Nates RecePaabie tSchadule D),......_......................._...................... 4.
. Cash.Bank Depasits&MisceOaneoua Personsi Property{Schaduie E)............... 5. 5 ,?$2 . 4 3
. JointPy O,meci PropeKy(SCheduie� ❑ Saparate ei0irg Recuested............ 6. 3� 606 . 36
. Inter-Vivos Transfere&Miscellaneous�prqbate Property
(SChedule G7 Sepatate Biiling Requeskod............ �.
Totat Groea Assets{totai Unes 1 throu8h 7}........................................................ e. 245, 576. 53
-�_-. -- ._
. Funarai Eupenses and Administrative Coats(Scheduie H).................................... 9. 3�I � 1$3 . 14
10 Debts of pecedant,Martgaga Liabii'fies and Liens(Scheduie I)............................ 10. 1�720 . 7 9
�o Totai Deductions{total Linas 9 and�O}................................................................ 11. 3$, 903 . 93
sz NetVaiusafEstats(line8minusLinetl).......................................................... 12. 206, 672 . 60
t 3 Gberftahb and Govemmentai 6aquestsl5ec 9t t 3 Trusta tor whlch
an eiection to tax has not been made(Schedule J)............................................... 13.
14. Net Vaiue SubJect to Tax(Line 12 minus Line 13)............................................... 74. 'Z 0 E'i� 1�i72 . 60
TA COMPUTATION-SEE INS7RUCTION3 FOR APPUCABLE RATES �
15. Amaunt of Lir�e tA taxabie
at the spousal tax rate,or
tranafers unCer Sea 4116
{e}(12}X.00 15. 0 . 0�
�s. nmountorune�a�ab�e 28fi G72 . S0 �s. 9,300 . 27
at lineai rate x .045 �
17. amountoftinel4s�ab�e 0 . 00 17. 0 . 00
at sibling rate X.12
18. Amount M�Ine 14 tauabie
etcollatarslreteX.15 0 . 00 ie. 0 . 00
19. TAX pUE.................................................................................................._............ 19. g i J0� . '17
20. I�IIL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN QVERPAYMENT. �
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L,� 15Q561�243 15�5610243 �,,,J
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REY�75 EX Page 3 Fiie Numbar 21-13-00096
nYs Gompleta Address:
DEGE NTSNAME
ALNON,CiEORQE J. -- —�__,__ ------ —
STREE ADDRESS
1705 Cornell Road
Ci'fY -- --'—�.�_ -�i STATE ZIP� ��
amp Hiil PA ��071
7ax PBy�ments and Credits:
i. T�D�g(Page 2,line 19) ji7 9,300.27
2. Credit 1Payments
A. Pr r Payments 8,�.00
B. pi unt 421.05
7otai Credfts iA +B) t27 8,421.06
3. intere i3)
4, If Liste is groatar than t.ine t +�ina 3,enter the ditterence. This is the OYERPAYMENT. (4}
Chack box on Paga 2,Li�»20 to requeat a refund �- '—
5, If Line +Line 3 is greater rttan Line 2,enter the ditCerenee. This is the TAX OUE. {5} $7g,jx
Make Check Pa able ta: REGISTER OF WILLS AGENT.
PL SE ANSWER 7HE FOLLOWING QUE8TlON5 BY PIACiNG AN"X" IN 7HE APPROP#21ATE BLOCKS
7, Did tlacedent maka a trensfer and: Yss No
a. retain the use or inCOme of the property transferred:............................................................................... x
b. retain the ripht to designete who shaii uee the property tranxferred or its income:..................................
c. retein a reversianary inWroat:cr._..............................._......................._..................................................
d. rece(ve the promisa tor!Be of eithsr peyments,berreflts or care?............................................................ J
2. if deakh xcurced aRer Dec. 12, 1982, did decetlent transCer property withio ona yesr of death without
re�iving adequate cansideretion?.................................................................................................................... ❑ �r;
3. Did decadent own an"in trust foT or payabie upon death bank account or security et his or her death?..,.... ❑ �
4. Dkt deceder�i am an irMividuai ratirement account,annuity,or other non-probate property wfiich
concainaa benaficiary dea�4natlon?...._....................................._.........._........................_................................ ❑ �
IF TWE ANS ER Tp ANY OF THE ABOVE GUESTIQN81$YE3,YOU MUST GOMPLETE SGHEDULE G AND FIIE!T AS PART OP THE RE7URk.
For dates of eath on or aRer July 1, 7 994�and before Jan. 1, 1985,tha tax rate impoud on the nek valua of transfors ta or for the use of the surviving .
spouse is 3 rcent(�2 P.S.§St 16(a}(1.1}(i}�.
For datea of eath ort or aRer January t,1995,tha tax rate imposed on Me net veiue of trenxtars to or for the use af the surviving spouse ie 0 percent
[72 P.S.§97 8{a){t.i)(ii}]. 7he nfatute does not axempt a trertafer ta a surviving apauae trom tax,a�d ihe statutory r�uiremersts for disclasure of
assets and fii ng e tax return are atill spplicable even if the surviving apouse Is tha only benefici8ry.
Far dates ai eath on or after Juty 1,2000:
. The t�ra e imposed on the nat vrlue of tranafer5 from a deceased child 21 yeara oi aga or younger at death ta or tor tbe use of a naturaf paront,an
aac�;ve rent,or a steppsront ot Me dtiid is 0 perceM[72 P.S.§9i i6 ta)ii 2}j,
. The tu�re imposetl on the rret value of tranaPers ta w for the use of the dec.edenYS lineai beneficisries is 4.5 per�rrt,excapt aa noted kn
[72 P.S.§ 118(a)(1)1.
. Tha tax re imposeE on the net vaiva of trsnsfars to or for the use of the dacedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)1. A
s�li�g is d fined utttler SeUicm 9102,aa an individua!who has ai bast mie parent in common with the decedent,vrt�eth8r by blood or adoption.
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Rw•7603�X+�07-00�
scHEOU�� a
�nnaylvania ftEAL ESTATE
pARTMENT OF REVENUE
RITANCE TAX RETGRN
ESIDENT DECEDENT .
ESTAT OF FILE NUMBER
CALNON GEORGE J. 24-t3-0008b
roal prqwrty owmtl so1Ny ar u r ba�M io eommo�mwt bs npa4d tl tYr mrk�t aaWe.FaarcmkM vaius is defirwd as the price N x+�icn proowty xrouitl de
exdienpqdbetweenawiliirpbyerendewill' fellx,neitlMrEeUqoompelkClabuyawll.EOq�havinpreasanoElakrawleCpsoftherekvanlfactc
RW PmMrtYkNti� �
y�JwnW wtlh tl4M of Nuvi'/anMV mwt ke ONciMSd on tchsdute F.
Ad�ch i 4opY b�Y uMlampnt tMM%tM proqrty hY bssn saltl
MWwlra copy otiM tlastl�horrinp tl�csd�nCf inten�t%ownM a�tmurt in qammon.
lTEM I VAIUE AT DATE
NUMBE . DESCRIPTION OF DEATH
1 Reat estate -located ai 1706 Comeii Rpad,Camp Nitt,PA,saie p�ice 136,518.p0
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TOTAi.{Aiso enber on�ine 1,Recapltulatlan} 135,s�a.ao
(H mortl space is neetletl,add�ionai papes of the same size)
Copyright{c) 610 farrn software dniy Fhe ladmer Group,inc. Forcn PA-15W Scheduk A(Rev.Of-i0)
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Rav46a0�a(6Al� ����D��� �
� � STOCKS & BONDS
j
i COMMONWE�LTMOFPENNSYLVANiA
iNlffRiTAtKE TAX RETU0.M
REBIOEM DECBOFNT
ESTAT OF FIlE NUMBER
CALNON GEQRGE J. 21d3-00096
AII pmp�rry jWniiyow�wd wHh HpM M�urviwnhip must be WscloaW an 6che0ui�F.
ITEM CU3iP VALUE AT CIATE
NUMBE NUMBER DESCRIPTION UNIT VALUE pF DEA7H
Scottrade Acanunt#2Q15S106 which ennsists af the
SQllflllflil4:
7 Accrued interest to date of death 0.32
2 44,989 shares of Rite Aid 1.51981�2 68,389.84
3 82,28T.48 shares of Swaep 8rokerage Account 1.00 32,287.46
TOTAC{Also eerter on�ine 2,RecapFtuiat€on} f OQ,B77.72
(ft rtwre spaee ia neetled,edtlMiona�pages olthe aeme ake)
Gopyright{c} 0p2 form saftu+are only TAe Lackner Graup,Ina Fortn PA•156p Schaduie 8(Rev.698}
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R�v-060!1%a(H.iO� -
scHEOU�.E �
Ipennsylvania CASH, BANK DEP4SITS, & MISC.
�EPAitiMENTOFREVENUE pERS4NAL PROPERTY
-INtiEF21TANCE TAX RETURN
RESIDENT�ECEDENT
ES7A OF F1lE NUMSER
CALNON GEORGE J. 21-13-00896
IncluEStheprocee�iadliti�(ionanGlhs4ateNeproceeCSwererecNmdbytl»eatafe.
Ait propxry johHlyrownW w�M�Aphl N�urvWOnhip muH bs dlulwM on�thW W�F.
ITEM VALUE AT DATE
NUM9E DESCRIP710N OP OEATH
! Gar i�unnce-refur�d 267.80
2 Comcast-retund 38.54
3 Miac.depasits 153.45
4 Prorated taxes at setUement-per ai#ached NUD-1 550.44
5 State Street Pension 633.00
6 2001 Toyata-sale prtce 4.000.00
TOTAt;Also errter an Line 3,RecaqltulaNan) 8,782.43
(If morq apace Ia needed,edAitionei papes ot the same Mze)
Copyright{c) 010 to�m soRware anty TMt ladcner Graup,Ine. Fortn PA-1500 Schedub E(Rev. i i-10)
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�-,aoa�c�ta,-,n�
pennsylvania SCHEDUI.E F
�EPAI3TMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TPX RETURN
RESI6ENT6ECEDENT
ESTA OF FILE NIJMBER
CALNON GEORGE J. 21-43-O�G86
R�11txt win mads 1�M wtthin am riarMtlw MeW�nP�d�ta oitls�th�I�must ba roW�an�cMtluM 6.
S RVIVING JOIMT TENANT{S}NAME AD6RESS RELATIONSHIP TO DECEDENT
A. Vi kl Les Kean 611 W.Shady Lane Daughter
Enola, PA 77025
B.
C. I
JOIN Y OWNED PROPERTY:
OE8CRIPTION OF PROPERTV
ITEM FOR1JOIN MADE INtkMBER OR SlPAILtRlOENT�3NG IT�ER ATTACH D EO�FOR DATE OF DEATH �(,`p'�'y pECEDENF9 N�lTEftEST
NUMBE TENANT JOiNT JOINTLV-HELO REAL ESTATE. AIUE OF ASS MTEREST
t A 01tl1/2061 Member's ist Crodit Union Chseking AceouM 1,130.47 50.000°h 58B.24
#200T63-11 -which includes accrued interest
to date at dea#h in the amount of$0.80
2 A 01l71/2001 Members 7st Credit Union Savings Account 3,276.50 50.00ONo 7,638.25
#2Q0T63-00-wh(ch includea asc�etf irrterest
Ito date of death in the amaunt of E0.71
3 I A OB/08/2Q02 Metro Bank Checking Aacount#k538170870- 2,8d5.7T 5Q.440"/0 1,4Q2.89
whiah inaludes accrued interest tp dats of
death in the amount of SO•00
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TOTAL(Also enter on I.ina S,Recapitulatian) 8.606.38
(If more space la neetled,edditional peges ot the aeme aize)
CopyrigFt(a 20tp form saftware anly Tha ladcner t3roup,Ina Form PA-1600 Schedule F(Rev.01-10)
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REV.tEN � r{t0A9)
pennsyivania SCNEDULL N
DEPRRTMENTQFftfV£NUE FUNERAL EXPEMSES AND
RESIDENTDEC ENi�RN ADMINiSTRATiVE COSTS
ESTAT OF FILE NUMBER
GALN4N,GEORGE J. 21-15-080�6
Decede�t's debts must be reported on Sehedule I.
!TE DESCRiPTION AMOUNT
q, FUNERAL EXPENSES:
(
See eantinuatian schedulefs)attached 487.55
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8. AdMINIS7RATIVE CO8T5:
1. Peroonal Repreaentative'a Commissians
Name of Personai RepresentaYive{a}
Strest Addresa
City State Ziq
Year(a)Commission Paid �
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2. Attornev's Fees 6,500.00
Sea sontinuatioe schedule{s}attached
3, Family Exemption: (If decedenPs address is not the same as claimanPS,attach a�cplanation)
Claimant
streat ndar�s
c�ty s�ete z�o
Relationehio ot Claimant to Decadent
4. Probate Fees Bsg 86
See aor�#Inuatian schedufe(a)attacbed
5. AccountanPaFees
6. Tax Retum Preparer's Fees
7. Other Adminietrative Co:tRs yg����.gg
$8Q COnti(fUBtiOn 8CFt6tlUi8{S}fl1#8Ch8d
Tt7TAL(Aiso enter on Ilna 8,Rtcapltuiatlan} 87,183.14
Copyright O 2009 form software only The leckner Ciroup, Ina Form PA•1600 Sehedule H(Rev. 10-09)
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I FUNERAL EXPENSES AND ADMINISTRATNE COS7S
' eontinued
�I
ESTA OF FILE NUMBER
CALNON GEORCiE J. 21-43•OU096
�T� DESCRIPTION AMpUNT
NUMB R
Eynersl nses
7 Auer Funeral Services 108.13
2 I Funaral meal and cleart up 3T3,42
IH-A 481.55
�omsy,�s�s
3 I Gingrich,Smith,Klmgensmith 8 Doian-attorney fee 6.500.00
IH-B2 6.500.t�
p��Feas
4 I Cumberland County Register of Wills-LetttFrs Testamerrtary 413.�
S I Cumberland law Jaumai-estat�puWitation 75.00
8 I The Sentinel-estata publlaaUon 200.t8
IH-B4 688.66
IOlher�lmfniatntive C�ts
7 I Ace Herdware-supplies for the deaedenYs house 3l.7�
8 Borough of Camp HNI-sewer 332.75
S Carpet Mart-new earyeting and carpet strips at the decedenYs house 2,578.08
10 Cauntar Top supplies-for the decedenPs house 10Q.00
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Copyright( )2002 form soflwarc aniy The Lackner Group,ina Form PA-7600 Schedula H(Rev.&-98)
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' 3CHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
cantinued
ESTA OF FILE NUMBER
CALNON GEQRGE J. 21-13-00096
�TE
NUMB R DESCRIPTICIN AMOUNT
11 DerrTrashHauier-trashrempvai 7,575.00
12 Ehrlich 281.5Q
43 I Escrow-flna!closing costs 200.00
14 I Fstattr oheaks 22.83
15 Floorinstallation 1p0.00
18 I Jahn Moiibaugh-painter 818.80
17 I Lowes•aupplles for the decedant's house 516.32
18 Millville Mutus# -homeowner's Insufanc� 396.�
19 i PA American Water Gompany-water bitla durlr+g adminlsMatton 89.48
20 I Paint sopplies-for the decedenYa house 526.08
21 I Reai estate assessment•per HUD-7 8.82
22 I Real Estate Seller Assist•per attached HUD•f 7,000.04
23 Real estate settlement aharges-per HUd-t 13.481.03
24 I Reimburse workers -at the deaecfeM's house 25.89
28 Saott Miller-houae repairs 350.00
' 26 ScoHrade•fee 12.00
27 Superior Oil Fumace T50.A5
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Copyrlght(�j 2002 form soflware aniy The LaCkner Group,ina Form PA-1600 3cAedule H(Rev.698)
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' aCHEDULE H
FUNERAL EXPENSES ANQ ADMINISTRATIVE C05TS
cantanued
ESTA E QF FI�E NUNIBER
CALNON GEORGE J. 21-A3-0�86
17E
NUMB R DESCRIPTION AM4UNT
28 Superior Plus Energy-heating oil 474.88
29 Supplies-door haMware for the decedenYS house T6.10
30 I Susyuehanna 8ank-feea 13.04
31 Trursh-removai 83.td
32 I Verizon-telepfione bllis during adminiatntian $5.84
33 I Wenger 8 Gompany•preparation of decadenk's 2072 income tax retums 80.00
IH-87 29.512.93
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Copyright( }2002 fortn soitware oNy 7ha Lackner Group,Inc. Forrn PA-1600 ScMdule H(Rav.&98)
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R�w16t1 Iff%*�12-0!}
scHEnu�E �
Ipenn=Ylven�a DEBTS OF DECEDENT,
iDEPARTMENTpFREVENUE MORTGAGE LIABILITiES AND LIEN.S
iNHERRANCE TAX RETURN
I RESIDENT DECEOENT
ESTA E OF FILE NUMBER
CAINON GEORCiE J. 21-13-00086
Rporf tlab4lMUmtl by IM tlseadm�qlm to Mnh M�t romUnaO unpaM n tM U�b ot a*M,InoluNnp um�ImbunsE mM1eU�xpaur�.
� VALUE AT DATE
NUMB R DESCRIPTION OF DEATH
1 pecedqnYs debUa priar to death-which eleared his bank accounts aPter death 292.94
2 Intemist of Central pA-medical ezpensea }�y.yg
3 I Orthopadic InsNluYe af PA $,gg
4 Pmnnsyirania�partment of Revenue-2012 f�come tax 4+38.00
5 I U.S.Treasury-2012 ineame tax g�g,pp
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TOTAL{Aiso errtet on Urte 1Q,Recapituladan} 1,720.78
(It mom apadn ia needed,addi�on81 peqaa ot the eame eize)
Copytipht{e 28fi8 fortn software aniy Tha Ladcner Group,ina Form PA-1800 Schedub I(Rev. 12-08)
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REV-1613I i{47.t0)
pennsylvania aCN�DULE J
DEPPRTMENT OF REVENUE
INHERITANCE TAX RETURN BEIVEFICIARIES
RESIOENT�CEDENT
ESTA E OF FI�E NUMBER
CALNON,GEORGE J. 21-13-OOOSI6
NAME AND ADDRESS pF RELATIONSHIP TO gf{,qRE OF ESTATE AMOUNT OF ESTATE
NU BER pERSON{S)RECEIV3NG Pftt7PERTY DECEDENT �o�g} t�$�
I TAXABLE DISTRIBUTIONS (include outnght spousal
dishibutions,and transfers
undCr Sec.91 i6 a 1.2
Vfoki�ee Kean Daughter One-hatf{!t2)af
B11 W.Shady Lane the residue
Enala,PA 17025
I Jackie Ann lerch daughter One-haif(172)af
114 Radio Road the reeldue
Elizaheth#awn,PA 17d22
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ITotil
Entar dollar amounq Mt distributions sk�tnm ebove a�linea t5 thro 18 on Rev 15W cover s!� aa
NON-TAXABLE OISTRIBUTIONS:
II. A.SPOUSAt.DISTRIBUTfONS UNDEI2 SEGTIQM 9113 FOR WHtGH AM E�EG7fON TO TAX IS MOT TAKEN
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I8.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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T OF ART 11-ENTER TOTAL NON-TA%ABLE DlSTRIBUTION5 ON LINE 13 OF REV•750p COVER SHffET
Copyright(0 261p form saftware oniy The Ladcner Oroup,inc. Fortri pA-0600 Scheduk J(Rev.Ot-70)
LAST WII,L ANI}TESTAMENT
OF
GE13itGE J.CALNt3N
T, GEORGE J. CAi.NL11V, now domiciled in Curuberland County, Pennsylvania, declare
this to be rny Last Will and Testament. I revoke all other wills and codicils that I may have
previously rnade.
tLrtiole I
My just debts and expenses af my last illness,funerai,and administration of my estate shall
be paid by my Executar fram Yhe principal of my residuary estate as soan as practicabie after my
death.
Article II
All inheritance,estate,and snccession ta�ces(inclmding interest and penalties thereon,but not
ncluding any genzration skipping tax)payable by reason of my death sha11 be paid ont of and be
harged generally against the principal of my residuary esiate withouY reimbarsement from any
arson. This provision is not a waiver of any right which my Exeevtar has to clairn reimbursernent
�r any such taxes which become payable as the result of any property over which I hava the power
o appoinrinent.
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I ive devise and b which T have either
g , equeath m accordance wrth any memorandum
handwritten or signed,Iocated with my will or with my valuable papers and found witttin 30 dsys af
the probate ofmy will. Gifts may onty be to persons who survive me or to organizations which exist
at my death, and if there is a canflict,the memorandum having the tatest date shaTI gavern.
Aiticle IV
t�,ll the rest, residue and remainder of my estate, af whatsoaver nahzre and wheresoever
situate,T give,8evise and bequeath IN EQUAL SHt�RES to my daughters,VICI{IE LEE KLJLP,of
Enola, Pennsylvania, and JACKTE A1V1V LERCH of Elizabethtown,Pennsylvania.
However, if a beneficiary does not sarvive me by thirty(30}days,bnt ieaves descendants
ho survive me by thirty {34) days, those descendants shall receive, per stirpes, the share the
enaficiary wouId have received had he or she survived me by thirty{3Q)days.
I
I
Article V
I nominate,constitute,and appoint my daughters,VICT�CE LEE KULP and JACHIE ANN
EI2CH, as Co-Executors of my Last Will aad Testament. T direct that my Co-Executors be
p itted ta serve without bond and in addition to those pawers granted by law,I grant them power
t distribixte in aash or in Idnd in Tike ar in unlike shares and to file any qualified disclaimer I could
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have filed if living. My CaExecntors shatl receiva reasonabTe compensation for services rendered to
my estate.
Article VI
In addition to the powers confened by law,I authorize my Ca-Executors,in trislher absolute
discration:
(a) to reYain ut the farm t-e�eived and ta se23 either at public or private sale,any rcal estata or
personal property except that whieh I specifically bequeath herein,
(b) to rnanage real estate,
(c} to invest and reinvest in all forms of properky without being confisied ta lagal
linvestmeats, and withont regard ta the principal of diversification,
I {d) to exercise any apiion or right arising from the ownership of investments,
(e) to compromise olaims without court approval and without cansent of any beneficiary,
(f} to file any federal income tax return far any year far which I have not filed such retum
rior to my 8eath,
I {g) to make distributions in cash or in kind,ar in both, and to detarmine the value of any
I
s�ch property,
�
{h} to employ any attomey,investmeat advisor,or other agent deemed necasaary by my Co-
I
xecutors; and to pay from rny estate reasonable compensation for all their serviees,
I " � '
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(i} to conduct alone or with athers, any business in which I am engaged in, or have an
intezest in at time of my death, and
(j)to receive reasanable compensation in accordance with their standard schedule af fees in
effect while#heir services aze per£orrned.
�I WITNESS WHEREOF,I,GEORGE J.CALNON,hereby set my hand to this my Last
Will and Testament,on t JJ`f jt� ( , 2002, at Harrisburg,Pennsylvania.
�
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C� „�_ ��t
G GE .C IYON
In aur presence,tha above-named GEORGE J.CALNQN signed this and declared ttus ta be
�s Lask Will and Testament and aow at his request, in his presence, and in tha presence of each
ther,we sign as witnesses.
I�tame Address
�
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�'�� I, GEORGE 3. CALNON, Testator,who signed the foregoing insmiment,having been
duly qualified according to law,acknowledge that I signed and exe�uted this instrument as my Will,
and that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged befare me by
GEORGE J. CAI,NON,the Testator,
on ;��?-j_, 246f. — ,
� s ���-���.,�.-- -
N ary Pu Iic � `�, R ALNON
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tuN t;amndnton f�etQ��
We, the undersigned witnesses who signed the foregoing instrument,being duly qualified
ccording to law, depose and say that we were present and saw the Tesiator sign and execute this
'nstrument as his Will;that he signed and ex�uted it wiilingiy as his free and voluntary act for the
urposes therein expressed;that each of us in his sight and fiearing signed the Will as wi�esses,anfl
at to tlae best of our knowledge, tt►at he was at that time eighteen{l&} years or more of age, af
ound mind, and under no cons�aint or undue influence. _
wom to or affirmed and
ubscribed to before me .
Y �`,�,'nv� �1, f��Jla.nn/ ' � ����
�nd � < ,�. K:� itaess
itnesses,on �,2Q01. { ,
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� Wiiness
atary u 'c
INn�iel Seai _ g `
I Madelle F.Hazen, Pu4Hc
My C�Fl�F�Ires���
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DEPpqTMENTOFREVENVE . . . . . nc -iio.....� --. .
9!,fpEAU OF IN61VlOUAL TAXES �
DEPT.2�0801 �,
HARIiIS�UNG,PA 1 71 2 8-0801 .
PENNSYI.VANIA
RECEtVED''FROM: tNNER{TANCE AtJD ESTATE TAX
OFFICIAC RECEtPT �
N0. CD 017405
�
LER H JACKIE ANN '
1 T4 RAdIQ R4AQ
EI.IZ BETHTOWN, PA 17022
( ACN
ASSESSMENT AMOUNT
CON7ROL
NUMBER
'""'"' taW ____.._.. ,-:.:��:._.
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ESTATE NFpNMATION: SSN: 177-247oe2 �
FtCE NU BER: 2113-0096 �
DECEDE T NAMe: CALNON GEORGE J �
DATE qF PAYMENT: {34JC}5j2fl33 �
POSTMA K DATE: 04(04/2Q13 �
CouNTY: CUMBERLAND �
DATE QP EA7N: {}1 f 07 f 2Q'f 3 �
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TOTAL AMOUNT PAID: S8,OOO.OQ
REMAR S: RECEITP TO ATTY
C�HECK# 137
I INI7IALS: DMB
sea� RECEIVED BY: GLENDA FARNER STRASBAUGH
REGCSTER 4F WILLS
TAXPAYER
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i M ETRO
I �+^� � Harrsburg, PAt17111 mymet obank.com
2/14/13
Kevin D. Dolan, Esq.
222 South Market St., Suite 201
P.O. Box 267
Elizabethtown, PA 17022
RE: Estate of: George J. Calnon
Tax Identification Number: 177-24-7082
Date of Death: January 7, 2013
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type:CK
Account Number: 536170970
Date Opened: OS/09/2002
Primary Owner. George J. Calnon
Secondary Owner: Vickie L. Kulp
Date of Death Balance: $2,805.77
Please feel free to contact me at (717)412-6127 if� may be of further assistance.
Sincerely,
_..._._ �._ .._
�'`���I.`J � enrnfer Jac
`���,.__
Research Associate
Metro Bank
. _ . _ .
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', MEMBERS 1"
,, rr�enn�.ca�rs untore
REGULAR SAVINGS ACCOUNT � -
Account NumbedSuffoc 200789-00
D-ete Account Established 01/11/2001
. Principal Balance at Date of Death � $3,276.39
ccrued Interestto Date of Death y,��
�Total Principal and Accrued Interest $3,276.50 �
Name of Joint Owner Vickie L. Kulp �
Date Joint Ownership Established O1N 1/2001 �
M KI CC NT:
ccount Number/Suffix Y0078S_��
-ate Account Esteb�ished 02/09/2001
ri�ipal Balance at Date of Death $1,130.47 �
ccruad Interest to Date of Death $.00
otal Principal and Accrued Interest $1,130.47
ame of Joint Owner Vickie L.Kulp
ate Joint Ownarship Established 02/09/2001
IS C NT:
ccount NumbedSuffix 46M080000289884
ete Axount EsWblished 07/262001
rincipal Balance at Date of Death $.00 �
ame of Joint Owner Cardholder None� �
EMBE S 1S'FEDERAL CRE IT UNI
rl��X.V`�.� "�� � .
el Kline
� Lending Insurenca Support Specialist
February 8,2013 .
E tate of:GEORGE J.CALNON
D te oT Death:01/07/2013
S ctal SecuHty Number:177-24-7082 � -
5000 ouise Drive • P.O. Bos 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmanberslstorg
_
� _�
�������e MEMBFR FtMRNS1PC
70q M ryville Centre Drive St. Louis, MO 63141-5824
P.O, B x 31759 SL Louis, MO 63 1 31-0759
{37q} 5-7555 • (&00}888-19$0
February 27, 2013
Via C7SP5
GSK&D
Aun: Kevin Dolan,fisq
222 S Mazket St Ste 2Q1
Etizabethtown PA i'7422
RE: Receipt of Document Request re: Estate of George J Calnon
Desr Mr.Dalan:
This letter will acknowiec3ge receipt of the abova referenced documenk reqnest pertaining to:
�
George Calnon
Eneiased please find the follawing:
1. Affidavit of Records
2. Brokerage accoant statement
*Please aote, Scottrade does not pravide Dt}D valuation for ateounts. Encl�ed, please ffnd an
account statement
For informatlon regerding establishing�n estaLe account or tranat'erring assets,please aontact your
tocsl Scattrade branch.
We understand that presentation of the enolosed materials wi116e sufficient.
IIf you have any questians, please direct your cocrespondence to Victoria Spoerry via U.S. Mail to the
I?bove address.
(
S9ncerely
±�
l,� __
f , � � ,-
, �''` � -
v�aiori�A, spoerry ,'` i
Iz$al Associate �°^--✓�
�aclosures 2 pages
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_ _ _ _ .
$USINESS RECORDS AFFIDAVIT
STATE OF Missouri )
) ss
COUNTY OF St. Louis )
Before me, the undersigned authority, personally appeazed Victoria A. Spoerry who, being duly
sworn, stated as follows:
1. My name is Victoria A. Spoerry. I am of sound mind, capable of making this
affidavit, and personally acquainted with the facts stated.
2. I am the duly authorized representative of Scottrade, Inc. ("Scottrade") located at PO
Box 31759, St. Louis, MO 63131 and have the authority to certify the records
provided herein.
3. Enclosed herewith is/are�age(s)of records from Scottrade.
4. These pages of records aze true and accurate copies maintained by Scottrade in the
regulaz course of business.
5. It was in the regulaz course of business for an employee or representative of Scottrade
with knowledge of the act or event to make the record or to transmit information
thereof to be included in such record, and the record was made at or neaz the time of
the act or event.
6. The records attached hereto aze exact duplicates of the original and are kept in the
regulaz course and scope of business at Scomade.
7. After reasonable inquiry and to the best of my knowledge and belief, I certify that the
foregoing is true and correct.
icto A Spoerry j
I.egal Associate %
�. /
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_ . _ _ _
�°� �P `'�� AUER CREMATION SERVICES OF PENNSYLYANIA, INC.
•�p �• 4100 jonesrown Road• Hurisburg,PA 17109 • 1-SOOJ20-8221 •Fa�c 717-541-9943 � Shawn E.Carper,Supervisor
SYI,YAl1 A•
��I
130049 SVP5
Jan 11 , 2013
Mrs . Vickie L. Kean
611 West Shady Lana
En la, pA 17025
Georqe J. Calnon - Deceased
SPECIAL CHARGES
X Direct Cremation $1 ,695.00
Nationwide Guarantee Program
Worldwide Travel Protection
TOTAL 3PECIAL CHARGES $1,695 .00
PROFESSIONAL 3ERVICES
X Services o! Funeral Director & Statf Included
Other Preparatlon o! the Body
Facilities & Staf! !or Memorial Service
Stalt & Equipment tor Memorial Service
Witnessinq the Cremation
Private Family Viewing/Fiitnessing Cremation
Packaging And Forwardinq Cremated Remains
X Personal Delivery oL Cremated Remains $95 .00
Scattering oi Cremated Remains
Medlcai Documents/Courier Fee
TOTAL PROFESSIONAL SERVICES $95 .00
AUTOMOTIVE EQUIPMENT
X Removal Vehicle Included
Lead Car/Clerqy Car
Famiiy Car
Service Vehicle
TOTAL AUTOMOTIVE EQUIPMENT $0.00
. __ _� _ __ _ _ _
�'
�
' MER
, CHANDI3E
', Register Book
i Memorial Cards
Thank You Cards
Remembrance Package
Cremation Container
X Cardboard Container & Scattering Amount & Via
Urn Burial Vault
Veterans Flag Case
Grave/Memorial F[arker
TOTAL MERCHANDISE $0.00
CASH ADVANCED ITEMS
Grave Opening
Cemetery Equipment
X Patriot Newspapers $118 . 13
Newspaper
Vault Service Charge
Clergy
Church/Organist/SOloist
Flowers
X Crematory Charqe Included
X Cumberland County Coroner Cremation Fee $30.00
X 15 Certified Copies o! Death Certilicate $90.00
TOTAL CASH ADVANCED ITEMS $238. 13
SUMMARY OF CHARGES
Special Charqes $1 ,695.00
Prolessional Services $95.00
Automotive Equipment $0.00
Merchandise $0.00
Cash Advanced Items $238 . 13
SUB TOTAL $2 ,028 . 13
CREDITS -$1,020.00 1 �
AMOUNT PREPAID Date Jan 8, 1998 -g900.00 �ul(J, , � �
TOTAL.
AMOUNT PAID Date $1$0.00 �,,(,� �- �Q,��Q,�S ��
BALANCE DUE $108 . 13 � �� �jQ 0 G�
f 48. •---b
uK� �����
THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES