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REV-1500 EX+ (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01'11'10
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
ARNOLD, DAVID R 1QI.-I.?-Q'''O
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
06-11-2002 03-14 1951 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
SHIRLEY NAGG ARNOLD TTnknm.m
B 3. Remainder Return
CHECK r'~- ~" ,",,~~-, (date 01 death prior to 12-13-82)
APPRO- 4. Lim.ed Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
~ale of deathafler 12-12-82)
PRIATE 6. Decedent Died Testate 7. ecedenl Maintained a LivIng Trusl 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) Attach a copy of Trust
BLOCK S 9. Litigation Proceeds Received . 10, ~pousal Poverty Oradl? (date of death between 0 11. Eleellon 10 tax under Sec. 9113(A)
12-31-91 and '.1-95) (Allach Seh 0)
t81$i~rdN~IlIB:;{)l0alll!f~lljM;tljtbll'lm$gtm!l.!l!PCll!&l.illlldlmt~'l~l!Ql!lM~tlOlt1L ..........f.Ii'l\'libt~.l!m$.i.,
NAME COMPLETE MAILING ADDRESS
COR- David H. Radcliff, Esq.
RE- FIRM NAME (II Applicable) 20 Erford Road
SPON
DENT Radcliff Law Office, p.e. Suite 300A
TELEPHONE NUMBER Lemoyne, PA 17043
(717) 236-9318
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) .
2. Stocks and Bonds (Schedule B) (2) 328.15
3. Closely Held Carporallon, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5, Cash, Bank Deposits & Miscellaneous Personal ...
Property (Schedule E) (5) 6,637.25
6. Jolntiy Owned Property (Schedule F)
D Separate Billing Requested (6) 410.94
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 8,424.11
8. Total Gross Assets (total Unes 1-7) (8) 15.800.45
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10.762.62
10. O_bllo' Cecedent, Mortgage L1abllllles, & Liens (Schedule I) (10) 36.025.86
11. Total Deductions (total Lines g & 10) (11) 46.788.48
12. Net Value 01 Estate (Line 8 minus Line 11) (12) ( 30.988.03)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for whIch an election to tax (13)
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus line 13) (14) n
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. P.mount of LIne 14 taxable 11.1 the .paunl tax
. rale, or transf.rs under Sec. 8116 (aX1.2) 8,424.11 X .0 ~ (15) 0
TAX 16.. Amount 01 LIne 14 taxable at lineal rate X.O (16)
-
COMPU- 17. Amount of Line 14 taxable at sibling rate x.12 . (17)
TATION 18, Amount of Line 14 taxable at collateral rale x.15 (18)
19, Tax Due (19) 0
20. D !i~l<<A~,^,~llItB;~~l:lmlN(jjii;nl!ewl!l!lttjIDAM~~:lmJ.\Wilmtl
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o PA 15001
NTF 29755
Copyright 2000 GreallandlNetc;o LP M Forms Software Only
PA REV -1500 EX (6-00)
Decedent's Com fete Address:
STREET ADDRESS
Page 2
CITY
Mechanicsburg
Tax Payments and Credits:
1, Tax Due (Page 1 Une 19)
2. Credits/Payments
A, Spousal Poverty Cred~
B. Prior Payments
C. Discount
STATE
PA
ZIP
17050
(1)
o
Total Credits (A + 8 + C)
(2)
o
3, InleresVPenalty if applicable
P. Interest
E, Penalty
(3)
(4)
(5)
(5A)
(58)
o
o
o
.' .
.3
A
DAT
Jj If 3
17043
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on Ihe net value ollransfers to or tor the use of Ihe surviving spouse Is 3%
[72 P.S. . 9116 (a)(1.1){1)].
For dales of death on or after January 1, 1995, the tax rate Is Imposed on Ihe net value of transfers to or for the use of Ih& surviving spouse Is 0% 172 P.S. . 9118 (a1(1.1)(II)].
The statute nnP-!t nnt eXAm"1 a transfer toa surviving spouse from tax, and the statutory requirements for disclosure 01 assets and filing a tax relurnare slillllpptlcable even If
the survIvIng spouse Is the only beroeflelary.
For dales of death on or after July 1, 2000:
The tall rate Imposed on the net value of transfers from 8. deceased child twerlty-one years olege or younger at de&th toor tor the un 01 a natural parenl, an adoptIve parent,
or a stepparent or the child Is 0% 172 P.S. 1911B(a.Xl.2)].
The t811 rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries Is 4.5%, except as noled In 72.P.S.I l:l116(1.2} (72 P.S.19116(aJ(111.
The ta)(rate Imposed or. the r.et value-of \ransten to or for the use at the decedent's sIblings Is 12" (72 P.S. 19116(aX1.3)). A sibling Is defined, under Section 9102, as an Individual
who huet least one parent In common with the decedent, whether by blood or adoption.
o PA1S002
NTF 29756
Copyright 2000 Grealland/Nttlco LP - Forms Software Only
REV_I5il3EX+(1_97)
ESTATE OF
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
lNHERIT ANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21-2002-00620
DAVID R. ARNOLD
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
10 shares PP&L Corporation
VALUE AT DATE
OF DEATH
328.15
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
328.15
REV.lsoaEX.(1.97)
'*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERJT ANCE TAX RE,URN
RESIDENT DECEDENT
DAVID R. ARNOLD
FILE NUMBER
21-2002-00620
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
DESCRIPTION
Fulton Bank - Checking Account # 3319-41856
Savings Account # 1370-46456
PP&L Dividend
1989 Oldsmobile 98
Members 1st Credit Union Acct # 214675
Erie Insurance Group (Premium refunds)
Computer Learning Network - (Last wages)
Personal Property -
Small ice box and chest
Small Oriental rug and bookcase
Table, wing back chair, pictures, vacuum cleaner,
crock, sourkraut stamper
Bookcase, table lamp, floor lamp, pictures, rocking
chair, small straight chair, foot stool, barometer,
tilttop table
Items sold by Lee D. Dockey, Auctioneer (See Attachment)
Set of Limoges China dishes(12)
Set of Blue Willow Ware dishes (6)
Two wrist watches and pocket watch
2 gold signet rings
Gold ring with ruby
VALUE AT DATE
OF DEATH
1,366.05
372.44
3.60
1,000.00
25.00
151.00
880.41
200.00
200.00
500.00
450.00
948.75
120.00
60.00
60.00
200.00
100.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same Size)
6,637.25
ESTATE OF DAVID R. ARNOLD
FILE NO. 21-2002-00620
Schedule E, Item #8
Items sold bv auctioneer. Lee D. Dockev
Pair of end tables
Typewriter
Video camera
Cordless telephone
Ice skates
VHS recorder
Multi disc player
2 Drawer stand
Stereo speakers with receiver
Toaster oven
2 Drawer stand
Insulators
Small stein
2 Cane seat chairs
2 Cane seat chairs
4 Chairs and table
TV with remote
Sofa bed
2 Chairs
Recliner
Desk
Loveseat settee
Box spring & mattress
3 piece Bedroom suite
Chest of drawers
Showcase with legs
Assorted linens
Shop supplies, hand tools
Miscellaneous kitchen items
Miscellaneous household items
$ 45.00
$ 10.00
$ 35.00
$ 11.00
$ 11.00
$ 55.00
$ 40.00
$ 20.00
$ 25.00
$ 10.00
$ 22.50
$ 17.00
$ 9.00
$ 10.00
$ 28.00
$ 9.00
$ 45.00
$ 10.00
$ 22.00
$ 50.00
$ 20.00
$ 30.00
$ 55.00
$ 115.00
$ 30.00
$ 70.00
$ 21.50
$ 17.00
$ 26.75
$ 79.00
$ 948.75
REV.1509EX+(1.97)
'*
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNS' LVANIA
INHERtlANCE TAX RETURN
RESIDENT DECEDENT
DAVID R. ARNOLD
FILE NUMBER
21-2002-00620
ESTATE OF
If an asset was made joint within one year of the decedenfs date of death, ft must be reported on Schedule G.
SURVIVING JOINT TENANT{S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A
Jane U. Arnold
13 Truman Drive
Elizabethtown, PA
Surviving Parent
17022
B.
Spencer W. Arnold
13 Truman Drive
Elizabethtown, PA
Surviving Parent
17022
c.
JOINTLY -OWNED PROPERTY:
LETTER DATE
ITEM FOR JOINT MADE
NUMBER TENANT JOINT
1. A 10/7/7
2. B. 10/7/7
Fulton Bank Acct #4101-01404
Fulton Bank Acct $ 4101-01404
%DF DATE OF DEATH
DATE OF DEATH DECO'S VALUE OF
VALUE OF ASSET INTEREST DECEDENT'S INTERESi
1232.78 6.667 205.47
1232.78 6.667 205.47
DESCRlPT10N Of PROPERTY
Include name of financial institution and bank account number OJ similar identifying number. Attach
deed for jointly-held real estate.
(Entire proceeds of joint account applied
to pay balance of funeral and admini-
strative expenses)
TOTAL (Also enter on line 6, Recapituiation) $
(If more space is needed, insert additional sheets of Ihe same size)
410.94
""";'0,""''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
DAVID R. ARNOLD
FILE NUMBER
21-2002-00620
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE.'JAMEOF HiE TRANSFEREE. THEIR RELATIONSHIP TO OECEOENT ANDTIiE OA.TEOFTRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
ATTACHACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPlICABLEI
NUMBER
1. 40 l(k) Computer Learning Network 8,424.11 100% 0 8,424.11
Named beneficiary is
Shirley Nagg Arnold (spouse)
TOTAL (Also enter on line 7, Recapitulation) $ 8,424.11
(If more space is needed, insert additional sheets of the same size)
RE""""''''''W
COMMONWEALTH OF PENNSYLVANIA
INHERliANCE TAX RETURN
RES\DEN1 DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
?l-?nn?-nnfi?n
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Trefz & Bowser Funeral Home 6,747.92
Casket 1,886.00
R. J. Romberger (Grave marker) 449.25
Funeral Luncheon 300.00
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative {s}
Social Security Numbe~s) I E1N Number of Personal Represenlalive(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. Attorney Fees David H. Radcliff, Esq. 840.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 62.00
Additional Probate 15.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Lee D. Dockey, Auctioneer (Expense of selling personal property 394.50
8. Filing fees - Inheritance Return, Inventory, Petition 48.00
9. Short Certificate 3.00
10. Seaboard Surety Bond 6.24
1l. CertH ied Mail, Signature Guarantee Fee 10.71
TOTAL (Also enler on line 9, Recapitulation) $ 10,762.62
(If more space IS needed, Insert additiona, sheets of the same size)
RE'V_l~'1E'X'P_S'1 ~
J1tt't
'~~
COM~,\OVNEAlTH OF PENNSYLVANI;',
l~iHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
DAVID R. ARNOLD
FILE NUMBER
?l-2002-006?O
ESTATE OF
Include un reimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
2,689.27
52.50
205.00
175.15
715.65
158.64
97.67
2,177.51
109.84
671. 24
2,722.25
77 .96
26,173.18
Benko & Benko Associates
2. Holy Spirit Hospital
3. Quantum Imaging
4. U. S. Treasury
5. West Shore EMS
6. Pulmonary & Critical Care Medical Associates
7. Aspire VISA
8. Capital One Bank
9. First Premier Bank
10. Cross Country Bank
11.
12.
13.
VISA #4301731500197783
PCS One
Promissory Note to Jane U & Spencer W. Arnold
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sneets of the same size)
36,025.86
eEV"""'''.'''W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
DAVID R. ARNOLD
21-2002-00620
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee{s) OF ESTATE
L TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Shirley Nagg Arnold . Surviving Spouse 8,424.11
3031 South Houston School Road
Lancaster, TX
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space Is neede<i, insert additional sheets of the same size)
LAST WI LL AND TESTAMENT
OF
DAVID R. ARNOLD
I, DAVID R. ARNOLD, of Harrisburg, Pennsylvania, beirg of
sound mind, memory and understanding, do make and publish this my
Last will and TestClllent, hereby revoking and making void all
former wills by me at any time heretofore made.
ITEM I: I d)irect that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II: I give the itans of personal
property set forth below unto my sister-in-law, Christine E.
Arnold, to protect and preserve said i tans for my daugh ter,
Kimberly E. Arnold, and to turn said itans over to her when she
reaches the age of 25, or reaches the age of 21 and is married,
whichever shall first occur:
A. Limoges china (J. Boyer-France);
B. Blue willCM Ware china;
C. All itans located in the safe at the Spencer W. Arnold
Funeral Home at 32nd and Brisban Streets, including all rare and
precious coins, precious metals, United States goverrrnent bonds,
and old United States currency;
D. All watches, rirgs, and jewelry.
ITEM III: I give all the rest, residue and
remainder of my estate unto Fulton Bank, in trust, however, to act
as Trustee upon the follwing tenns and conditions:
A. To divide my entire estate into equal shares to be used
for the benefit of my children, whether the same be born before or
after the signing of this dowment, provided they survive me.
B. To create with these equal shares, separate trust
accounts, one for the benefit of each child so surviving.
C. To pay the incane and so much of the pr incipal as may, in
the sole discretion of my Trustee, be necessary for the mainten-
ance, support, medical expenses, and education of my children,
each payment being made according to the need of said child fran
h is or her individual designated trust account. The amount to be
paid for the benefit of said child shall be detennined fran time
to time by the need of said child, and the amounts and times of
said payments shall be detennined by such needs. The said pay-
ments may be made by the Trustee directly to each of the said
children, or to such of them, as may be, in the sole opinion of my
Trustee, of such age and ability to handle properly the funds so
paid to the child, or may be made by the Trustee directly to the
person having the custody and care of any of my children, or may
be made by my Trustee directly to any institution entitled to such
payment by reason of services rendered or to be rendered to any of
my ch il dren.
D. Each child shall be entitled from his/her individual
trust accoont to one-third of the accoont balance upon attaining
the age of twenty-one (21) yearsl one-half of the ranaining
balance upon attaining the age of twenty-five (25) yearsl and the
ranaining balance upon attaining the age of thirty (30) years.
E. In the event of death of a child before attaining the age
of thirty (30) years, I direct that the acromulated principal and
i ncane in that ch il d's tru s t accoon t be di stribu ted as fo llCMs:
(1) In the event the said child is unmarried and without
children at the time of his or her decease, I direct payment of
the trust accoont to my niece, Rebecca E. Arnold.
(2) In the event the said child is married but without
children at the time of his or her decease, I direct payment of
one-half of the trust accoont to the child's spouse and one-half
of the trust accoont to my niece, Rebecca E. Arnold.
(3) In the event the said child has surviving children at
the time of his or her decease, I di rect payment of the trust
accoont in equal shares unto my said grandchildren. In the event
a ny of the said grandch il dren are unde r the age of 30 ye ars, that
grandchild's share shall be given to Fulton Bank, in trust,
however, to act as Trustee upon the same terms and conditions set
forth under Itan IlIA. through D. above.
ITEM IV: In the event all of my children
predecease me, I give my entire estate, of whatsoever kind and
wheresoever situate, unto my parents, Spencer W. Arnold, Sr. and
Jane U. Arnold, or the survivor of them. In the event both of my
parents predecease me, I give my entire estate, of whatsoever kind
& wheresoever situate, as follC1tl's:
A. One-half to my sister-in-law, Christine E. Arnold, and
B. One-half to my niece, Rebecca E. Arnold.
I TEM V: In addi t ion to the powe rs
conferred by law, I authorize my Executor or Trustee, in absolute
discretion:
A. To retain in the form received, and to sell either at
public or private sale any real or personal property.
B. To mana'Je real estate.
C. To irwest and reirwest only in forms of property defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania.
D. To exercise any optional rights arising fran ownership of
investments.
E. To canpranise claims without coort approval, and without
the consent of any beneficiary.
ITEM VI: All principal and incane shall be
free fran anticipation, assignment, pledge or obligations of
beneficiaries, and shall not be subject to attachment, execution
or other legal procesL
ITEM VI I:
In the event Lynn S. Arnold,
formerly my wife, predeceases me, I appoint Spencer W. Arnold, Sr.
and Jane U. Arnold, my parents, of Harrisburg, Pennsylvania, or
the survivor of them, to be and act as guardian of the person of
any of my children who may be minors at the time of my death. In
the event both of my parents predecease me, I appoint my
sister-in-law, Christine E. Arnold, of Harrisburg, Pennsylvania,
to be and act as guardian of the person of any of my children who
may be minors at the time of my death.
ITEM VIII: It is hereby directed that my
executor, hereinafter naned, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any prcperty hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
JTEM IX: I naninate, constitute and
appo int my father, Spencer W. Arnold, Sr., to be and act as my
sole Executor of this my Last Will and Testament. In the event of
renunciation, death, resignation or inability to act for any
reason whatsoever of my father, I nani nate, constitute and appoint
my mother, Jane U. Arnold as sole Executrix of this my Last Will
and Testanent. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of my mother, I
naninate, constitute and appoint my sister-in-law, Christine E.
Arnold, as sole Executrix of this my Last Will and Testanent. I
further direct that any of the above-named personal representa-
tives shall serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
3.-d
day of
(SEAL)
The preceding instrument, consistirq of this, and five other
typewritten pages, was on the date thereof signed, published and
declared by DAVID R. ARNOLD, the Testator therein named, as and
for his Last Will, in the presence of us, who at his request, in
h is presence and in the presence of each other, have subscribed
our names as witnesses hereto.
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Res idi ng at
n 103.
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AFFI mVIT
COMM)NWEALTH OF PENNSYLVANIA)
/L ~1-J
COUNTY OF .~ ~
: SS:
I, DAVID R. ARNOLD, Testator, whose name is signed to the
attached or fore;loing instrument, having been duly qualified
according to law, do hereby acknC1Nledge that I signed and executed
the instrument as my Last willl that I signed it willingly and
t hat I signed it as my free and voluntary act for the purposes
therein expressed.
IN WITNESS WHEREOF, I, DAVID R. ARNOLD, have hereunto set my
hand and seal this 3rd day of
Ju(,--!
D~ K Ldol
David R. Arnold
, 1987.
Sworn to and subscribed
before me this 3A.1.day
of
, 1987.
fA'( L PO'-"tR
My CoW" ',.1
Harris~I "
. ~ . ~,. ."". ".,
. '.j" ,l. :i,;~I...
, ".-<;.
~ ?8?
,,',:'
>ur:/y
AFFIDAVIT
~-
COMMJNWEALTH OF PENNSYLVANIA)
IJ..._ ~ D J
COUNTY OF ~
We, \<' 'i: \I ,on \<, \)"y r
SS:
and
iNS It. Hhnet-,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as his Last Will; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testator signed the wi 11 as wi tnesses; and that to the best of our
knowledge the Testator was at the time eighteen (18) or more years
of age, of sound mind and under no constraint or undue influence.
4JAA~ "~ n
(,)-<"A..A
Address Z.S4.-) lSry'JS ~. i~-" AvE.
/
Wlo1, ffi \"7103
Sworn to and subscribed
before me this..1AL. day
of ~~ ' 1987.
. '~~~~ry ct~t)
r~,',:' L [": ,..... 'R ,~'-
My .:'t','
111Hris;.t",i:.'.-, ~:l.!!..I';ty
(f~ Ie/.~~U/
Address /'f? +,,;.c.J~ /,OA .
~~.-?n.P, ~ //?J7J
c/
PETITION FOR PROBATE and GRANT OF LETTERS'
Estate of DAVID R. ARNOLD
also known as,
No. 21-02- ~2o
To:
Register of Wills for the
Deceased. County of Cllmherl..nil
Social Securi(JINo.. 1 1l1.-4?_1l'i1.1l' CORlffionwealth of Pel\!lsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated July 3, 1987
and codicil(s) dated
in the
named
,19_
(state relevant circumstances; e.g. renunciation.' death of ex.tcUtor,' etc.)
Qecendent was domiciled at death in
h 18 last family or principal residence at
SllvPT.SpringA Town~hip
(list street, number and mWlcipality)
Cumberland .' .
County, Pennsylvama, WIth
217 Constitutional Court
Decendent, then 51 years of age, died June 11 , ~2002
~ HarrisburR Hospital
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death oWlied property with estimated values as follows:
(If domiciled in Pa.) N1 personal property $:2-. {JCW, 00
(If not domiciled"ln- Pa.) Personal property in Pennsylvania $
(If not domiciled in "Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 'l'p"t..mput..ry
(testamentary; administration c.t.a.; administration d.h.D.c.t...)
theron.
i
"O~
'ii'i
00: ~ '
1Hl
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~e::
60
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Jane U. Arnold
13 Truman Drive
~lizabethtown, ~A
1/U,",-
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 58
COUNTY OF Cll..~ERlAND
The petitioner(s) above-rrarned swear{s) or affirm(s) that the statements in the f9regoing petition are
true and correct to the best of the knowledge and betief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
f . ~' ~
~'~yn': On' "f~'" om! ?~ kr~f . w_ .,{'vI f
RegISter ~~ - - ! II ~lq- -<
No. :11-0;). (p20
Estate of
DAVID R. ARNOLD
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
~,T
AND NOW JULY 9 .7.007. 19_. in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me.
lT IS DECREED that the instrument(s) dated T"T)' '. . 1 QR]
described therein be admitted to probate and med of record as the last will of David R. Arnold
and Letters 'T'DoCt-!:ImQnra~y
are hereby granted to J1.lliEEU ARNOW
~wg~~J1Gfrrn
FEES
David H. Radcliff
1125483
624 NATfORNEY (SuP"Ct.I.D. No.)
orth Front ~treet
Wormleysburg, PA 17043
ADDRESS
Probate, Letters, Etc. .........
Short Certificates(2;). . . . , . . . . . .
Renunciation ................
--=> c ('
25""".00
2., IDO
r;,.oo
:>.00
$.=
Filed
$
$
$
$
TOTAL _ $ b,u,o
7-9-02
..., 'ci"l'ie<i' atty' '7~9~()2""""
(717) 236-9318
PHONE
:..}
9[/: ?: d 6- lnr 20.
RENUNCIA TION
Estate of
DAVID R. ARNOLD
No. ,1/ - 0;), - 10;20
also known as
, Deceased
The undersigned,
SPENCER W. ARNOLD
(Relationship)
, father & named Executor
ICapacity)
of
the above Decedent, hereby renounce{sl the right to administer the estate and respectfully requestls) that
Testamentary
be issued to
JANE U. ARNOLD
Letters
Witness
his
hand this 9th day of Julv ., a 2002
/'
<f~:~~h?(;~}-,
13 Truman Drive, Elizabethtown, PA 17022
IAddress)
ISignaturel
IAddress)
0""-.1
;?
ISignaturel
IAddress)
Sworn to or affirmed and subscribed
befor e this q'{..U day of
W20(jL
Notary Public I j
My Commission Expires: 112'1~
NOTARIAL SEAl.
RoberIaL,llaclcllll.~~;.';
~llorQll!.,\~oIllifn1l1lrJM1lr.
My CommII8lOn .Ian. 20. :!006
f
~.
s executed outside the Office of Register of
uired in-15ome counties to be notarized.
I
i
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'1ulllilied lootdmmis...r "-I..... Show ""'''01
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RW-13 (Rvsd 9/92)
"'" W',.; '~'Y CL"~"
This IS to certifY that the information hete given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to rhe Stare Viral Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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P 8308948
6 -j J'-(J G
Date
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPfJf'RINT
~
PERMANENT
"""'...
..
AGE(l""'6o<tI><la~1
David R. Arnold
'"
I. Male
S1ATEf'~E~UMeER
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MARITAl.. STAWS. Man....
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Silvf>r
Sl/IlVIVltlGSf'OUSE
In..;.,_Ol..",,",~...)
OECEOENl.Sl/SlIAlOCCUmlON
(~~~1:..%"''::~::'f
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OECEDENT'SIolAllINGIoOORESS('Sll_, ClIyIlOwn. SIaIo,louC<ldltI DECEDENT'S
ACTUAL
RESIDENCE
(SH..-...:_
oY>__1
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IT'.SI...
SprinR."l
-
217 Constitutional
'" Mechanicsburg, PA
Court
17070
"'-
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...
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Onlhe bali. 01 ...min.tlon &ndJor IMIIllg.lion, in my opinion,dnlh occu".d.t lhe U...., d.I., .nd pl"c.. .ndduI 10 Iheceu"(I).n<l
m..........'.'Iod..
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REO'STRAA'SSI(;NATUAE"'NONUMOER
o
"
(0-13-0L
LAST WI LL AND TESTAMENT
OF
DAVID R. ARNOLD
.).1 - CJ). - l.> 2-0,
I, DAVID R. ARNOLD, of Harrisburg, Pennsylvania, beirg of
sound mi nd, memory and understanding, do make and publish this my
Last will and TestClllent, hereby revoking and making void all
former wills by me at any time heretofore made.
Id;irect that all my just debts
ITEM I:
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
I give the itE!l\s of personal
ITEM II:
property set forth below unto my sister-in-law, Christine E.
. Arnold, to protect and preserve said itE!l\s for my daughter,
Kimberly E. Arnold, and to turn said itE!l\s over to her when she
reaches the age of 25, or reaches the age of 21 and is married,
whichever shall first occur:
A. Limoges china (J. Boyer-France);
B. Blue Willcw Ware china;
C. All itE!l\s located in the safe at the Spencer W. Arnold
,Funeral Home at 32nd and Brisban Streets, including all rare and
precious coins, precious metals, United States government bonds,
and old United States currency;
D. All watches, rirgs, and jewelry.
ITEM III: I give all the rest, residue and
remainder of my estate unto Fulton Bank, in trust, however, to act
as Trustee up:>n the follCMing tenns and conditions:
A. To divide my entire estate into equal shares to be used
for the benefit of my children, whether the same be born before or
after the signing of this dowment, provided they survive me.
B. To create with these equal shares, separate trust
accounts, one for the benefit of each child so surviving.
C. To pay the income and so much of the principal as may, in
: the sole discretion of my Trustee, be necessary for the mainten-
ance, supp:>rt, medical expenses, and education of my children,
each payment bein;j made according to the need of said child from
h is or her individual designated trust account. The amount to be
paid for the benefit of said child shall be detennined from time
to time by the need of said child, and the amounts and times of
said payments shall be detennined by such needs. The said pay-
ments may be made by the Trustee directly to each of the said
children, or to such of them, as may be, in the sole opinion of my
Trustee, of such age and ability to handle properly the funds so
paid to the child, or may be made by the Trustee directly to the
person having the custody and care of any of my children, or may
be made by my Trustee directly to any institution entitled to such
payment by reason of services rendered or to be rendered to any of
my ch il dren.
II
D. Each child shall be entitled from his/her individual
trust acccunt to one-third of the acccunt balance upon attaining
the age of twenty-one (21) years; one-half of the remaining
balance upon attaining the age of twenty-five (25) years; and the
remaining balance upon attaining the age of thirty (30) years.
E. In the event of death of a child before attaining the age
of thirty (30) years, I direct that the accumulated principal and
inccme in that child's trust accwnt be distributed as follCftls:
(1) In the event the said child is unmarried and without
children at the time of his or her decease, I di rect payment of
the trust accwnt to my niece, Rebecca E. Arnold.
(2) In the event the said child is married but without
ch ildren at the time of h is or her decease, I di rect payme nt of
one-half of the trust accwnt to the child's spouse and one-half
of the trust acccunt to my niece, Rebecca E. Arnold.
(3) In the event the said child has surviving children at
the time of his or her decease, I di rect payment of the trust
accwnt in equal shares unto my said grandchildren. In the event
any of the said grandchildren are under the age of 30 years, that
grandchild's share shall be given to Fulton Bank, in trust,
however, to act as Trustee upon the same terms and conditions set
forth under Item IlIA. through D. above.
ITEM IV: In the event all of my children
predecease me, I give my entire estate, of whatsoever kind and
"
wheresoever situate, unto my parents, Spencer W. Arnold, Sr. and
Jane U. Arnold, or the survivor of them. In the event both of my
parents predecease me, I give my entire estate, of whatsoever kind,
!
& wheresoever situate, as follows:
A. One-half to my sister-in-law, Christine E. Arnold, and
B. One-half to my niece, Rebecca E. Arnold.
ITEM V:
In addition to the powers
conferred by law, I authorize my Executor or Trustee, in absolute
discretion:
A. To retain in the form received, and to sell either at
public or private sale arr,r real or personal property.
B. To rnana;;Je real estate.
C. To invest and reinvest only in forms of property defined
as legal investments according to the laws of the CornlOOnwealth of
Pennsylvania.
D. To exercise arr,r optional rights arising from ownership of
i nve stme nts.
E. To compromise claims without coort approval, and without
the consent of arr,r beneficiary.
ITEM VI:
All principal and income shall be
free from anticipation, assignment, pledge or obligations of
beneficiaries, and shall not be subject to attachment, execution
or other legal process.
ITEM VI I:
In the event Lynn S. Arnold,
formerly my wife, predeceases me, I appoint Spencer W. Arnold, Sr.
and Jane U. Arnold, my parents, of Harrisburg, Pennsylvania, or
the survivor of than, to be and act as guardian of the person of
any of my children who may be minors at the time of my death. In
the event both of my parents predecease me, I appoint my
sister-in-law, Christine E. Arnold, of Harrisburg, Pennsylvania,
I to be and act
may be mi nors
as guardian of the person of any of my children who
at the time of my death.
I TEM VI II:
It is hereby directed that my
executor, hereinafter naned, shall pay all inheritance, state,
Is uc cess ion and legacy taxes to wh ich my es tate or the trans fer of
any pr~erty hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
II
Ii ITEM IX: I naninate, constitute and
II appo int my father, Spencer W. Arnold, Sr., to be and act as my
sole Executor of this my Last will and Testament. In the event of
renunciation, death, resignation or inability to act for any
reason whatsoever of my father, I naninate, constitute and appoint
my mother, Jane U. Arnold as sole Executrix of this my Last Will
and Testanent. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of my mother, I
naninate, constitute and appoint my sister-in-law, Christine E.
Arnold, as sole Executrix of this my Last will and Testcrnent. I
further direct that any of the above-named personal representa-
tives shall serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
3rc\
day of
(SEAL )
The preceding instrument, consisting of this, and five other
typewritten pages, was on the date thereof signed, published and
declared by DAVID R. ARNOLD, the Testator therein named, as and
for his Last Will, in the presence of us, who at his request, in
h is presence and in the presence of each other, have subscribed
our name s as wi tnesses hereto.
Residing at
n \03.
II
I
AFFIDAVIT
COMMJNWEALTH OF PENNSYLVANIA)
~J_ -L-./
COUNTY OF ~~.~.
: SS:
I, DAVID R. ARNOLD, Testator, whose name is signed to the
a ttached or foregoing instrument, having been duly qualified
according to law, do hereby acknCMledge that I signed and executed
the instrument as my Last Will; that I signed it willingly and
t hat I signed it as my free and volun tary act for the purposes
therein expressed.
IN WITNESS WHEREOF, I, DAVID R. ARNOLD, have hereunto set my
h and and seal this 3rd day of
Jul'--l
, 1987.
D~ i? Ldcl
David R. Arnold
Sworn to and subscribed
before me this 3.A.1 day
of
, 1987.
fA'! L PO-:. :lR
My Com"" ~.l.
Harristu.:! ':,
. .~,. - ...... ,,",
" .... .l..":;;"11..I
'>-""'1','
.:, dU
,,'," ':. '.':,'iJ':lY
AFFI DAVIT
COMMJNWEALTH OF PENNSYLVANIA)
JJ... ~ /2 ".;
COUNTY OF ~
We, K~v,'n ~o T)<-cy",
SS:
and
L C/ s /l ;:::;;h /}e f-- ,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as his Last Will; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testator signed the will as witnesses; and that to the best of our
knowledge the Testator was at the time eighteen (18) or more years
of age, of sound mi nd and unde r no constraint or undue i nflue nce.
-4~,~ .-l) (I
tJc,,-,-
Address l.347 Rrx'.1SC;-~~. .f\VE-
/
~161' "?A 11103
Sworn to and subscribed
before me this~ day
of ,~~ ' 1987.
- L$~~~ry t?~)
if.! l. ," '.. R c:' .
Mv :~,i-, ""i' .:'(,1
.,~,
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( :/ ~ te. --n.e.v
Address /<1 ~a~ .JQ4. .
re~.-L-n4'. A / /o7J
&7
litlrris~.."""
;;j'j,' ,i<: ,:UlJ':ty
J?-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: DAVID R. ARNOLD
Date of Death: June 11,2002
Will No.
2002-0620
Admin No.
To the Register:
I certifY that the Notice of Estate Administration required by RuIe 5.6(a) of the Orphans'
Court Rules was served or mailed to the following beneficiaries of the above-captioned estate on
July 25, 2002.
NAME
ADDRESS
SPENCER W. & JANE U. ARNOLD
13 Truman Drive
Elizabethtown, P A 17022
KIMBERLY E. ARNOLD
19 Grinnell Drive
Camp Hill, PA 17011
SHIRLEY NAGG
3031 South Houston School Road
Lancaster, TX 75146
Date:
;;h ~ !o -z--
/
CHEREWKA & RADCLIFF, LLP
~d?7f ~/~
DAVID H. RADCLIFF Q.
624 North Front Stre
Wormleysburg, PA 17043
(717) 232-4701
__J
,
Capacity: Personal Representative
--X.. Counsel for Personal Representative
Inventory of the real and personal estate of
DAVID R ARNOT n
deceased
--
vacuum cleaner, crock, sauerkraut stamper
pictures, rocking chair, small straight
tilttop table
1. 10 shares PP&L Corporatin
2. Fulton Bank - Checking Acct #3319-41856
- Savings Acct #1370-46456
PP&L Dividend
1989 Oldsmobile '98
Members 1st Credit Union Acct #214675
Erie Insurance Group (premium refunds)
Computer Learning Network (Last wages)
Items sold by Lee D. Dockey, Auctioneer
Small Ice Box and Chest
Small Oriental rug and bookcase
Table, wing back chair, pictures,
Bookcase, table lamp, floor lamp,
chair, foot sttol, barometer,
Set of Limoges China dishes (12)
Set of Blue Willow Ware dishes (6)
Two wrist watches and pocket watch
2 gold signet rings
Gold ring with ruby
3.
4.
5.
6.
7.
8.
9.
10.
ll.
12.
13.
14.
15.
16.
17.
(See attachment)
328 15
1,366 05
372 44
3 60
1,000 00
25 00
151 00
880 41
948 75
200 00
200 00
500 00
450 00
120 00
60 00
60 00
200 00
100 00
6,965 40
^'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
JANE U. ARNOLD
being duly sworn according to law, deposes and says that ~e ; ~ "thE> EXP.C'lI"tC1T'
of the Estate of David R. Arnold
late of ~_~H~E_Spd!'!L:r~\NIlship_ , Cumberland County. Pa., deceased and that the
within is an inventory made by Jane U. Arnold _, the said Executor
of the entire estate of said decedent, consisting of all the personal property and reel estate, except reel estate outside
the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
~"Vfl
J<T: ..<a?.3
~# ~. a~J ~<"'.
( Executor. Administrator
and subscribed before me,
13 Truman Drive
Date of Death
NOTARIAL SEAL
Roberta L R-.ddiff, Notary Public
wormIeysbUrg Borough, County of umberland
My Commission Expires Jan. 20. 2005
11 th June
lizabethtown, PA 17022
Addre..
2002
Day
Month
Y.ar
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
""
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ESTATE OF DAVID R. ARNOLD
FILE NO. 21-2002-00620
ATTACHMENT TO INVENTORY
Items sold bv auctioneer. Lee D. Dockev
Pair of end tables
Typewriter
Video camera
Cordless telephone
Ice skates
VHS recorder
Multi disc player
2 Drawer stand
Stereo speakers with receiver
Toaster oven
2 Drawer stand
Insulators
Small stein
2 Cane seat chairs
2 Cane seat chairs
4 Chairs and table
TV with remote
Sofa bed
2 Chairs
Recliner
Desk
Loveseat settee
Box spring & mattress
3 piece Bedroom suite
Chest of drawers
Showcase with legs
Assorted linens
Shop supplies, hand tools
Miscellaneous kitchen items
Miscellaneous household items
$ 45.00
$ 10.00
$ 35.00
$ 11.00
$ 11.00
$ 55.00
$ 40.00
$ 20.00
$ 25.00
$ 10.00
$ 22.50
$ 17.00
$ 9.00
$ 10.00
$ 28.00
$ 9.00
$ 45.00
$ 10.00
$ 22.00
$ 50.00
$ 20.00
$ 30.00
$ 55.00
$ 115.00
$ 30.00
$ 70.00
$ 21.50
$ 17.00
$ 26.75
$ 79.00
$ 948.75
vi.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF SV'
THE STATUS OF THE EST A TE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY (")
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Date of Death:
DAVID R. ARNOLD
June 11, 2002
Name of Decedent:
Will No.:
21-2002-00620
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x
No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No X
B. The separate Orphans' Court No. (if any) for the personal representative's account
IS:
D.
Did the personal representative state an account informally to the parties in
interest? Yes X No
Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this
report.
c.
Date:
~~/~/
Signature /'
David H. Radcliff, Esq.
l'ame (Please type or print)
20 Erford Road, Suite 300A
Lemoyne, FA 17043
Address
(717) 236-9318
(MAH:rmt/AM3)
Telephone No.
Capacity:
Personal Representative
X Counsel for Personal Representative
R.W. -27
""
17- "?~S
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. za0601
HARRISBURG~ PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIDNS AND ASSESSMENT DF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Recor,"j'~"
Reff: ,,-,.
oi DATE
!Iills ESTATE OF
DATE OF DEATH
FILE NUMBER
P 3 :OQ:OUNTY
ACN
04-21-2003
ARNOLD
06-11-2002
21 02-0620
CUMBERLAND
101
'03
APR 28
DAVID H RADCLIFF ESQ
RADCLIFF LAW OFFICE
20 ERFORD RO STE 300A Cierk"
LEMOYNE PA 170<().nnbe(,al1,j
*'
REV-15~7 EX ~FI' !Ol-US>
DAVID
R
\.x>urt
Allount R.miited
Go, PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RW=i54"'-EY-j.iip--foFoiY-NOYICE--OF-i-NHEifITANCE-YAX-A"PPRA"IsEMEN:r;-j.ii-owANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ARNOLD DAVID R FILE NO. 21 02-0620 ACN 101 DATE 04-21-2003
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was 1ssued prev1ously, l1nes 14, 15 and/or 16, 17, 18 and 19 w1ll
re~lect ~1gures that 1nclude the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rat. (15)
16. Amount of line 14 taxable at Lineal/Class A rat. (16)
17. Allount of Line 14 at Sibling rat. (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX ITS:
8,424.11 X DO = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
ll9)= .00
AMOUNT PAID
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
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
328.15
.00
.00
6.637.25
410.94
8,424.11
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
(9)
llO)
10,762.62
36.025.86
Ill)
(12)
ll3)
ll4)
DATE
NUMBER
+
INTEREST/PEN PAID [-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account I
submit the upper portion
of this form with your
tax pay..ent.
15,800.45
46.788 48
30,988.03-
.00
30,988.03-
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATIDN OF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before Dece.ber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for yaars, the Co~.onwealth hereby axpressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritanca and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and sub~it with your payment to the Register of Wills printed on tha reverse side.
--Make check or ~oney order payable to: REGISTER OF HILLS" AGENT
REFUND (CR):
A refund of a tax cradit, which was not requested on the Tax Return, may be raquested by co.pleting an "Application
for Rafund of Pannsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Registar of Wills, any of the 23 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-2D50J sarvices for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisament, allowance, or disallowance of deductions, or assess.ant
of tax (including discount or interast) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Deparbent of Ravanue, Board of Appeals, Dept. 281021, HarriSburg, PA 17128-1021, OR
--election to have the matter datermined at audit of the account of the personal representativa, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS:
Factual errors discovered on this asses5mant should be addressad in writing to: PA Deparbent of Revenue,
Buraau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of adeinistrativelY correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar eonths after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is cOBputed on the total of the tax and interest assassed, and not
paid before January 18, 1996, the first day after the end of tha tax amnesty period. This non-participation
penalty is appealabla in the saBe manner and in the the same tiMa period as you would appeal the tax and interast
that has been assessed as indicated on this notice.
INTEREST:
Interast is chargad beginning with first day of delinquency, or nine (9) months and one (1) day fro. the date of
death, to the date of paYBant. Taxes which becama delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annUM calculated at a daily rate of .000164. All taxes which becaee dalinquent on and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable intarest rates for 1982 through 2D03 are:
Interest Daily Intarest Daily Interest
Rate Factor Year Rate Factor Year Rate
- - --
Daily
Factor
Year
1982 20% .000548 1987 9% .000247 1999 7X .000192
1983 16% .000438 1988-1991 11% .000301 2000 OX .000219
1984 11% .000301 1992 9X .000247 2001 9% .000247
1985 13% .000356 1993-1994 7X .000192 2002 6X .000164
1986 lOX .000274 1995-1998 9X .000247 2003 5X .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DA~S DELINQUENT X DAIL~ INTEREST FACTOR
--Any Notice issued after the tax beeo.es dalinquent will reflect an interest calculation to fifteen (15) days
bayond the data of the assessBent. If pay~ent is Bade after the interest computation date shown on the
Notice, additional interest must be calculated.
IN THE MATTER OF THE
ESTATE OF DAVID R.
ARNOLD
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 21-2002-00620
ORDER
AND NOW, this
~S' ~daYOf
, 2003, upon presentation
and consideration of the foregoing Petition fo Settlement of Small Estate, wherein the assets of
the estate consist of bank accounts and items converted to cash totaling $6,429.00 plus personal
property retained in kind valued at $540.00, it is hereby ordered and decreed that
The $6,429.00 balance of cash on hand and 12 place settings of Limoges China, 6 place
settings of Blue Willow Ware dishes, 2 wrist watches, pocket watch, 2 gold signet rings
and gold ring with ruby owned by Decedent at the time of his death be distributed to Jane
U. Arnold, Executor, as partial reimbursement for expenses and attorney fees paid.
Division
IN THE MATTER OF THE
ESTATE OF DAVID R.
ARNOLD
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 21-2002-00620
NOTICE
The enclosed Petition for Settlement of Small Estate shall be filed with the Orphans'
Court of Cumberland County, Carlisle, Pennsylvania, on ;t1 P/l.C~ I ( ,2003, on
behalf of the Executor, Jane U. Arnold.
ESTATE OF DAVID R. ARNOLD
Dated:
3ft ~3
I
By~//7#/~
David H. Radcliff, Es
Attorney for the Exe or
Radcliff Law Office, P.C.
20 Erford Road, Suite 300A
Lemoyne, P A 17043
Supreme Court ID No. 25483
IN THE MATTER OF THE
ESTATE OF DAVID R.
ARNOLD
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 21-2002-00620
PETITION FOR SETTLEMENT OF SMALL ESTATE UNDER
SECTION 3102 OF PROBATE, ESTATES AND FIDUCIARIES CODE
The Petition of JANE U. ARNOLD, Executor, named in the Will ofDA VID R.
ARNOLD, respectfully represents:
I. Your Petitioner is an adult individual now residing at 13 Truman Drive,
Elizabethtown, Lancaster County, Pennsylvania, 17022.
2. The decedent, DAVID R. ARNOLD, died June II, 2002, with his residence at
Mechanicsburg, Cumberland County, Pennsylvania. Death certificate for decedent is attached
hereto and marked Exhibit A.
3. A copy of the Last Will and Testament ofDA VID R. ARNOLD dated July 3,
1987, is attached hereto as Exhibit B. Letters Testamentary were granted to JANE U. ARNOLD
on July 9, 2002, at Docket Number 00620, Year 2002. Your Petitioner has not given a bond in
this matter. Petitioner received property of the decedent by payment of wages under Section
3101 of the Probate, Estates and Fiduciary Code in the amount of$880.41.
4. The decedent was survived by Shirley Nagg Arnold of 3031 South Houston
School Road, Lancaster, TX, his spouse, from whom he was separated since on or about August
25, 2000.
5. The total value of the decedent's personal estate is less than $25,000. (See copy
ofInventory attached as Exhibit C.
6. Personal property referred to in ITEM II. A, B and D of Decedent's Will as
shown on Exhibit B attached is included in the inventory and have been retained by the Executor
in kind. None of the items referred to in ITEM II. C were found among the possessions of the
Decedent.
7. The assets were insufficient to pay the debts of the decedent. Petitioner attaches
an informal accounting of the estate administration as Exhibit D.
8. The decedent is survived by the individual beneficiaries named in his will:
A. Surviving Parents: Jane U. & Spencer W. Arnold
13 Truman Drive
Elizabethtown, P A 17022
B. Surviving Daughter:
Kimberly E. Arnold
85 West Vine Street
Shiremanstown, P A 17011
C. Surviving Niece:
Rebecca E. Arnold
330 North 48th Street
Harrisburg, PA 17111
D. Surviving Sister-in-Law
Christine E. Arnold
3794 DawnMar Street
Harrisburg, P A 17111
Written notice of intent to file this Petition was given to JANE U. and SPENCER W. ARNOLD,
KIMBERLY E. ARNOLD, REBECCA E. ARNOLD, CHRISTINE E. ARNOLD and SHIRLEY
NAGG ARNOLD, by mail as set forth on the affidavit of David H. Radcliff, Esquire, attached
hereto as Exhibit E.
9. Expenses ofthe administration of the Estate, the funeral expenses and the grave
marker totaling $10,762.62 are set forth on the Informal Accounting and are priority items to be
paid under Pa. C.S. 93392.
10. The additional creditors of David R. Arnold and the amounts claimed are listed on
Exhibit F. The Estate is insolvent and no amount is available for payment to creditors. Written
notice of intent to file this Petition was given to those creditors on Exhibit G by mail as set forth
on the affidavit of David H. Radcliff, Esquire, attached hereto as Exhibit E.
II. Petitioner attaches a copy of the inheritance tax return as filed with the Register of
Wills as Exhibit G. No inheritance tax is due on this insolvent estate.
12. Petitioner paid the cash in the Estate to the funeral home and advanced additional
funds for the payment of the balance of the funeral bill, grave marker, attorney fees and
administration expense listed on Exhibit D and requests reimbursement by way of delivery of all
of the remaining personal property and balance of the estate assets to herself.
Wherefore your Petitioner respectfully requests your Honorable Court to issue a decree
authorizing distribution of the personal property to JANE U. ARNOLD and distribution ofthe
residue to Jane U. Arnold as reimbursement for payments made by the Executor.
Respectfully submitted,
COMMONWEALTH OF PENNSYLVANIA:
C ()./Y1I3~tf MAl /)
SS.
COUNTY OF
Personally appeared before me, a notary public in and for said Commonwealth and
County, JANE UARNOLD, who, being duly sworn according to law, deposes and says that she
is the Petitioner in the foregoing "Petition for Settlement of Small Estate Under Section 3102 of
Probate, Estates and Fiduciaries Code" and that the facts set forth therein are true and correct to
the best of her knowledge, information and belief.
~ '~ 1 ~
~ fA' '-'YlL";~ i 1e
(J e U. Arnold /
Sworn to and subscribed before me this 1M / day of '--tnkUJ
,2003.
~J~ ci p.~G~
Notary Public '
NOTARIAL SEAL
Roberta L. Radcliff, Notary Public
Won11leysburg Borough, County ot Cumbertand
My Commission Expires Jan, 20, 2005
U'n' ',"-; '.'1'.\ "or,
This is to certify that the information here given is correctly copied trom an original ccnificare of death duly filed with
Local Registtar: The original certificate will be forwarded to the State Vital Records Office for permanent filina
0'
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No,
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COMMONWEALTH OF PENNSYLVANIA. DEPA.RTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYHlPAI""T
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~-13-02_.
-
LAST WI LL AND TESTAMENT
OF
DAVID R. ARNOLD
I, DAVID R. ARNOLD, of Harrisburg, Pennsylvania, bei~ of
sound mi nd, memory and understanding, do make and publish this my
Last will and Testanent, hereby revoking and making void all
former Wills by me at any time heretofore made.
ITEM I: I d;irect that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II: I give the it6l\s of personal
property set forth below unto my sister-in-law, Christine E.
Arnold, to protect and preserve said it6l\s for my daughter,
Kimberly E. Arnold, and to turn said itEms over to her when she
reaches the age of 25, or reaches the age of 21 and is married,
whichever shall first OCOJr:
A. Limoges china (J. Boyer-France);
B. Blue Willow Ware china;
C. All itEms located in the safe at the Spencer W. Arnold
Funeral Home at 32nd and Brisban Streets, including all rare and
precious coins, precious metals, United States goverrment bonds,
and old United States currency;
D. All watches, ri~s, and jewelry.
EXHIBIT B
ITEM III: I give all the rest, residue and
remainder of my estate unto Fulton Bank, in trust, however, to act
as Trustee upon the folla'ling tenns and conditions:
A. To divide my entire estate into equal shares to be used
for the benefi.t of my children, whether the same be born before or
after the signing of this dOOlment, provided they survive me.
B. To create with these equal shares, separate trust
accoonts, one for the benefit of each child so surviving.
C. To pay the incane and so much of the principal as may, in
the sole discretion of my Trustee, be necessary for the mainten-
ance, support, medical expenses, and education of my children,
each payment being made according to the need of said child fran
h is or her individual designated trust acccunt. The amount to be
paid for the benefit of said child shall be detennined fran time
to time by the need of said child, and the amounts and times of
said payments shall be deteJ'Jl\ined by such needs. The said pay-
ments may be made by the Trustee directly to each of the said
children, or to such of them, as may be, in the sole opinion of my
Trustee, of such age and abili ty to handle properly the funds so
paid to the child, or may be made by the Trustee directly to the
person having the custody and care of any of my children, or may
be made by my Trustee directly to any institution entitled to such
payment by reason of services rendered or to be rendered to any of
my children.
D. Each child shall be entitled from his/her individual
trust account to one-third of the account balance upon attaining
the age of twenty-one (21) years 1 one-half of the ranaining
balance upon a"ttaining the age of twenty-five (25) yearsl and the
rana ining balance uPJn attaining the age of thirty (30) years.
E. In the event of death of a child before attaining the age
of thirty (30) years, I direct that the accumulated principal and
incane in that child's trust acccunt be distributed as follCMS:
(1) In the event the said child is unmarried and without
children at the time of his or her decease, I direct payment of
the trust account to my niece, Rebecca E. Arnold.
(2) In the event the said child is married but without
children at the time of his or her decease, I direct payment of
one-half of the trust account to the child's spouse and one-half
of the trust account to my niece, Rebecca E. Arnold.
(3) In the event the said child has survivi ng children at
the time of his or her decease, I di rect payment of the trust
account in equal shares unto my said grandchildren. In the event
a ny of the said grandch ildren are unde r the age of 30 ye ars, that
grandchild's share shall be given to Fulton Bank, in trust,
however, to act as Trustee upon the same terms and conditions set
forth under Itan IIIA. through D. above.
ITEM IV: In the event all of my children
predecease me, I give my entire estate, of whatsoever kind and
wheresoever situate, unto my parents, Spencer W. Arnold, Sr. and
Jane U. Arnold, or the survivor of them. In the event both of my
parents predecease me, I give my entire estate, of whatsoever kind
& wheresoever situate, as follON's:
A. One-half to my sister-in-law, Christine E. Arnold, and
B. One-half to my niece, Rebecca E. Arnold.
ITEM V: In addition to the powers
conferred by law, I authorize my Executor or Trustee, in absolute
discretion:
A. To retain in the form received, and to sell either at
public or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest only in forms of property defined
as legal investments according to the laws of the Commonwealth of
Pennsylvania.
D. To exercise any optional rights arising from ownership of
i nve stme nts.
E. To canpromise claims without coort approval, and without
the consent of any beneficiary.
ITEM VI: All principal and incane shall be
free fran anticipation, assignment, pledge or obligations of
beneficiaries, and shall not be subject to attachment, execution
or other lega I pr ocess.
ITEM VI I: In the event Lynn S. Arnold,
formerly my wife, predeceases me, I appoint Spencer W. Arnold, Sr.
and Jane U. Arnold, my parents, of Harrisburg, pennsylvania, or
the survivor of than, to be and act as guardian of the person of
any of my chiluren who may be minors at the time of my death. In
the event both of my parents predecease me, I appoint my
sister-in-law, Christine E. Arnold, of Harrisburg, Pennsylvania,
to be and act as guardian of the person of any of my children who
may be mi nors at the time of my death.
ITEM VIII: It is hereby directed that my
executor, hereinafter n1l\led, shall pay all inheritance, state,
succession and legacy taxes to which my estate or the transfer of
any prcperty hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
J.TEM IX: I naninate, constitute and
appoint my father, Spencer W. Arnold, Sr., to be and act as my
sole Executor of this my Last will and Testament. In the event of
renunciation, death, resignation or inability to act for any
reason whatsoever of my father, I naninate, constitute and appoint
my mother, Jane U. Arnold as sole Executrix of this my Last Will
and Testanent. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of my mother, I
nani nate, constitute and appoint my sister-in-law, Christine E.
Arnold, as sole Executrix of this my Last will and Testament. I
further direct that any of the above-named personal representa-
tives shall serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
3.-d
day of
(SEAL)
The preceding instrument, consisting of this, and five other
typewritten pages, was on the date thereof signed, published and
declared by D~VID R. ~RNOLD, the Testator therein named, as and
for his Last will, in the presence of us, who at his request, in
h is presence and in the presence of each other, have subscribed
our name s as wi tnesses hereto.
~~U ~ au
loa 4- -, ~DO s.'C r A\/ G- / \-Ill; ?Y\
Res idi ng at
n \03.
~~./ /). ~-'?A../ Residing at
j~ cfj;.-y/-C.~ ~/ ~4~.-yu', >4./7017/
,--".--~---==---,---~
A F FI DIWI T
COMMJNWEALTH OF PENNSYLVANIA)
/)~ ~
COUNTY OF .~ .
: SS:
I, DAVID R. ARNOLD, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknCMledge that I signed and executed
the instrument as my Last Willl that I signed it willingly and
t hat I signed it as my free and voluntary act for the purposes
therein expressed.
IN WITNESS WHEREOF, I, DAVID R. ARNOLD, have hereunto set my
hand and seal this 3,d day of
Jul'-.l
D~ j( LdJ
David R. Arnold
, 1987.
Sworn to and subscribed
before me this 3~.day
of
, 1987.
f AI L PO'~' oR
My Cof,".'" ..1
l1arrist..." '':;
. . .~,. ."....,.,
. _,.., l.. ,'~ ,_~ '"
, 'Q6
~ j8 7
:,'ur:ty
AFFI DAVIT
COMM::>NWEALTH OF PENNSYLVANIA)
.fJ... ~ f} )
COUNTY OF ~
We, ~'C\I\'n \<. D"cyr
SS:
LNS It. Nnrle;--,
and
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as his Last Will; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testator signed the will as witnesses; and that to the best of our
knowledge the Testator was at the time eighteen (18) or more years
of age, of sound mind and under no constraint or undue influence.
+L\.~ -f2 (I
,
tJc.v
Address c'64.') \Snrt:::.t;.~~ R.vt.
./
\-1l.:,rl' ?A nlO3
Sworn to and subscribed
before me this~ day
../ .'1, /J
(/7) ?f-c-aJ 1<.'. ~-?t.e-U
/
Address /9' o/r....c.CJeJ.&Al A~l .
~~U?, ~.,;. / /v7J
of ~~ ' 1987.
,10. ) &~
N~ary Pu lC
H,'f L r .,-- P
My t'.;
'.1.
"'--"
',,'"
H!:'lrri~~..,,:~:,
..'J';, ,:[ :"\.>l.;',ljI
Inventory of the real and personal estate of
DAVID R. ARNOT D
deceased
vacuum cleaner, crock, sauerkraut stamper
pictures, rocking chair, small straight
tilttop table
1. 10 shares PP&L Corporatin
2. Fulton Bank - Checking Acct #3319-41856
- Savings Acct #1370-46456
PP&L Dividend
1989 Oldsmobile '98
Members 1st Credit Union Acct #214675
Erie Insurance Group (premium refunds)
Computer Learning Network (Last wages)
Items sold by Lee D. Dockey, Auctioneer
Small Ice Box and Chest
Small Oriental rug and bookcase
Table, wing back chair, pictures,
Bookcase, table lamp, floor lamp,
chair, foot sttol, barometer,
Set of Limoges China dishes (12)
Set of Blue Willow Ware dishes (6)
Two wrist watches and pocket watch
2 gold signet rings
Gold ring with ruby
3.
4.
5.
6.
7.
8.
9.
10.
II.
12.
13.
14.
15.
16.
17.
(See attachment)
EXHIBIT C
328 15
1,366 05
372 44
3 60
1,000 00
25 00
151 00
880 41
948 75
200 00
200 00
500 00
450 00
120 00
60 00
60 00
200 00
100 00
6,965 40
ESTATE OF DAVID R. ARNOLD
FILE NO. 21-2002-00620
ATTACHMENT TO INVENTORY
Items sold bv auctioneer. Lee D. Dockev
Pair of end tables
Typewriter
Video camera
Cordless telephone
Ice skates
VHS recorder
Multi disc player
2 Drawer stand
Stereo speakers with receiver
Toaster oven
2 Drawer stand
Insulators
Small stein
2 Cane seat chairs
2 Cane seat chairs
4 Chairs and table
TV with remote
Sofa bed
2 Chairs
Recliner
Desk
Loveseat settee
Box spring & mattress
3 piece Bedroom suite
Chest of drawers
Showcase with legs
Assorted linens
Shop supplies, hand tools
Miscellaneous kitchen items
Miscellaneous household items
$ 45.00
$ 10.00
$ 35.00
$ 11.00
$ 11.00
$ 55.00
$ 40.00
$ 20.00
$ 25.00
$ 10.00
$ 22.50
$ 17.00
$ 9.00
$ 10.00
$ 28.00
$ 9.00
$ 45.00
$ 10.00
$ 22.00
$ 50.00
$ 20.00
$ 30.00
$ 55.00
$ 115.00
$ 30.00
$ 70.00
$ 21.50
$ 17.00
$ 26.75
$ 79.00
$ 948.75
EST A TE OF DAVID R. ARNOLD
NO. 21-2002-00620
INFORMAL ACCOUNTING
Principal Received
Listing of assets per inventory
Income Received
PP&L Stock Dividend
Total principal and income received
$ 6,965.40
3.60
$ 6,969.00
Advances bv Executor for Administrative Expenses, Funeral Expense and Gravemarker
Trefz & Bowser Funeral Home
Casket
Grave Marker
Funeral luncheon
Probate Fee
Additional probate fee, filing fees for
Inheritance Return, Inventory &
Petition)
Short Certificate
Lee D. Dockey, Auctioneer
Seaboard Surety Bond(for lost stock
certificate)
Certified Mail
Signature Guarantee
David H. Radcliff, Esq. (Paid to date)
$ 6,747.92
1,886.00
449.25
300.00
62.00
63.00
3.00
394.50
6.24
5.71
5.00
840.00
Insolvent Estate - Amount advanced by Executor
Balance to be distributed
EXHIBIT D
(10.762.62)
$(3,793.62)
$
o
COMMONWEALTH OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND
Personally appeared before me, a notary public, in and for the said Commonwealth and
County, David H. Radcliff, who being duly sworn according to law deposes and says that he
mailed copies of the Petition in the Estate ofDA VID R. ARNOLD to the beneficiaries named in
the Will at the addresses as set forth.
Mr. & Mrs. Spencer W. Arnold
13 Truman Drive
Elizabethtown, PAl 7022
Ms. Kimberly E. Arnold
85 West Vine Street
Shiremanstown, P A 170 II
Ms. Rebecca E. Arnold
330 North 48th Street
Harrisburg, PA 17111
Ms. Christine E. Arnold
3794 DawnMar Street
Harrisburg, P A 17111
Benko & Benko Associates
927 Adelia Street
Middletown, P A 17057
Holy Spirit Hospital
503 North 21st Street
CampHill,PA 17011
Quantum Imaging
Billing Office
2527 Cranberry Highway
Wareham, MA 02571-5010
West Shore EMS
503 North 21st Street
Camp Hill, PA 17011
Pulmonary & Critical Care Medical Assoc.
1631 North Front Street
Harrisburg, PA 17102
Aspire VISA
Cardholder Services
P. O. Box 105374
Atlanta, GA 30348-5374
Capital One Bank
5330 East Main Street, Ste 200
Columbus,OH 43213
First Premier Bank
P. O. Box 5524
Sioux Falls, SD 57117-5524
Cross Country Bank
Collections
P. O. Box 15809
Wilmington, DE 19850-5809
Fulton Financial
P. O. Box 4887
Lancaster, PA 17604
PCS One
P. O. Box 742501
Cincinnati,OH 45274-2501
Ms. Shirley Nagg Arnold
3031 South Houston School Road
Lancaster, TX 75146
Dated:
alMJ i ,2003
,
Sworn and subscribed before me this ~ day of lJr),u;)
'~/A/;;-> );f g~~~J
Notary Public ' ;l7
,2003.
NOTARIAL SEAL
Roberta L. Radcliff, Notary Public
Worrrieysburg Borough. County of Cumbe~and
My Commission Expires Jan. 20, 2005
EXHIBIT E
Benko & Benko Associates (Dental services before 111102) $
Holy Spirit Hospital (Non-insurance eligible services)
Quantum Imaging (x-rayon & before 5/16/02)
U.S. Treasury (Taxes)
West Shore EMS (Service on 5/15/02)
West Shore EMS (Service on 5/23/02)
Pulmonary & Critical Care Medical Assoc
(Service on 6/9-10/02)
Aspire VISA
Capital One Bank
First Premier Bank
Cross Country Bank
VISA #4301731500197783 (Jt. With Lynn S. Arnold)
PCS One (Telephone)
Promissory Note to Jane U. & Spencer W. Arnold
(Dated 1999)
ESTATE OF DAVID R. ARNOLD
NO. 21-2002-00620
SCHEDULE OF CREDITORS
EXHIBIT F
2,689.27
52.50
205.00
175.15
561.26
154.39
158.64
97.67
2,177.51
109.84
671.24
2,722.25
77.96
26.173.18
$ 36,025.86
REV-1500EX+ (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT ?1 ?nn?
COUNTVCODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
ARNOLD, DAVID R 1Q/'-42-Q'4Q
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT 06-11-2002 03-14-1951 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING Sf'OUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
SHIRLEY NAGG ARNOLD Unknnwn
8 3. Remainder Return
CHECK ~' Original Return ~' Supplemental Return (date of death prior to 12-13-82)
APPRO- 4. Umited Estate 4a. Future Inlerest Compromise 5. Federal Estate Tax Return Required
~ate or death after 12.12-22)
PRIATE 6. Decedent Died Testate 7. ecedenl Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) \:ltach a copy of Trustl
BLOCKS 9. Utigation Proceeds Received 10. pO~JSal Poverty Credl (data of death between 0 11. Electlon to tax under Sec. 911:!{A)
12-31-91and '.1-95} (Attach Sch 0)
tH!$$~qtlQN:Mj)jitllg;qOM!l($t$ij*8kP~$ijQMt!;NPft~jeQNFiQ$iWIAMtAXINgQRI'JAtlpNlSfIOQIllt!'lIl'Q1BitQtt;tUjfOit
NAME COMPLETE MAILING ADDRESS
COR- David H. Radcliff , Esq.
RE- FIRM NAME (If Applicable) 20 Erford Road
SPON
DENT Radcliff Law Office, p.e. Suite 300A
TELEPHONE NUMBER Lemoyne, PA 17043
(717) 236-9318
(1) OFFICIAL USE ONLY
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (2) 328.15
3. Closely Held CorporalJon, Parlnershlp or Sote-Proprletorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 6,637.25
6. Jolntiy Owned Property (Schedule F)
o Separate Billing Requested (6) 410.94 I
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non .Probate Property (Schedule G or L) (7) 8,424.11
8. Total Gross Assets (total Unes 1-7) (8) 15.800.4';
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10.762.62
10. c.bts of Oecedent, Mortgage L.labllltles, & Uens (Schedule I) (10) 36.025.86
11. Total Deductions (total Unes 9!\. 10) (11) 46.788.48
12. Net Value of Estate (Une 8 minus Une 11) (12) ( 30.988.03)
13. Charitable and Governmental8equests/Sec 9113 Trusts for which an election to tax (13)
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Line 13) (14) 0
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of LIne 14 taxable at the spousal lax
rale, or transfers under Sec. 9116 (aX1.2) 8,424.11 X .0 ~ (15) 0
TAX 16., Amount of Unit 14 taxable at IIn.al rale X .0 (16)
-
COMPU- 17. Amount ot L.lne 14 taxable at sibling rale x.12 . (17)
TATION 18. Amount of 1..lne 141axable al caUaleral rale x.15 (18)
19. Tax Due (19) 0
20. 0 !~KB~RIi'\(ijifl@~1'\mUg$tmt';'WB$W@)Ojf;~I',fQ~R#AWiJ:gNMI
..-.',.....,.... ........'....,.........w.... ..-..."..v...... ....""'.~ ..........'.......-w.. .........,-... ........-,.'...,... ........... ....'...w...... ..w.....w.... .... '........
..~-.',.........,..... ............... ....................,.w.. ".....>w<<,'-.~..;:: ';,:-;N<-:";::
:;::<<:~;::~~;~;:tH~HiK~~~?f:~N~tFtMf:~HlHv@~:t~e~i$p~e/ta~N.$WI;.a~A.IJi;~OU~S.'R(l~$~~!~,O?,At1~MtiNplaes.B.fE~g~~M~tB.~lfMW.WM@M#%M~ijMf$&t-M~:Yik::
o PA15001
NTF 29755
Copyrlghl2000 GreallandlNelco LP - Forms Software Only
EXHIBIT G
PA REV~1500 EX (6-00)
Decedent's Complete Address:
STREET ADDRESS
?17 .Hnno1
Page;
CITY
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
I STATE
PA
I ZiP
17050
(1)
o
Total Credits (A + 8 + C)
(2)
o
3. Interest/Penalty if applicabie
D. Interest
E. Penalty
5.
Total Interest/Penalty (D + E)
If Line.2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
If Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Une 5 + 5A. This is the 8ALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1.
(3)
4.
(4)
(5)
(5A)
(58)
o
o
Did decedent make a transfer and:
a. retain the use or income of the property transferred; ................,..........,..,........
b. retain the right to designate who shall use the property transferred or its Income; ....,............
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . , . . . . ',' . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? ..........,.......,........."
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . , . . . . . . . . . . . . , , , . , . . . . . . . , . . , , , . . . . , , , , ,
3. Did decedent own an Min 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? , , , . . , . . . , . , . . . , , . . . . , , , . . . . , . . . . . , . . . . , , . , . , , . . . . . . , , .. 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.
Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete, Declaration ol preparer other tHan the personal representative Is based on Information of
which preparer has any knowledqe.
SIGN RE OF PERSO ESPONSI E Fe F LING RETURN ATE
c~
~. i
B ~
o
.3
A 55
13 Truman Drive,
SIGNAT~RE o.c: PREPAR~
'--"a..~if
ADDRESS
20 Erford
OAT
;], l( (J3
17043
[72 P.S.I 9115 (a) (1.1}{ljJ.
For dates of death on or after January 1, 1895, the lax rate Is Imposed on lne net vaJIJe of transfers to or for In. use of tne s1.Irvlving spouse Is 0,," (72 P.S. 191 1S (a) (1. 11
(ill].
Tne statute tI...,.~ riM ...>1.",,'11 a transfer 10 a surviving sp01.lse from lax, and the statutory requirements for dlselosure of assets and filing a tax return are stiU applleable
even 11
lne survivIng spouse Is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate Imposed on the nel value of transfers from a deeeased ehiJd twenly~one years of age or youngeral death to or lor Ihe use of a natural parent, al"l adoptive parent,
or a stepparent of the child is 0% (72 P.S.1911S(aXl.211.
The taxra!e Imposed on the net value of transfers to or for the use of the decedent's tineal beneficiaries Is 4.5%, exeeptas noted In 72.P.S.191 1S(1.2){72 P.S.1911S{aX1)). ld I
The lax rate Imposed on the nel value of transfers to or lor the use of Ihe decedent's siblings Is 12% (72 P.S. 1911S(aX1.3)). A. sibling Is defined, under SectJon9102, as an Indlv ua
who has aIle-as! one parent In common with the deeedent, whether by blood or adoption.
o PA15002
NTF 29756
CopyrIght 2000 Gnatland/Nelco LP . Forms Software Only
REV.15;;3 Ei.:l-S;';
~
'~'l
SCHEDULE B
STOCKS & BONDS
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESiDENT DECEDENT
DAVID R. ARNOLD
FILE NUMBER
21-2002-00620
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
10 shares PP&L Corporation
VALUE AT DATE
OF DEATH
328.15
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
328.15
'''~"'''''''''''~. ".
~
COM,1,10NWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
DAVID R. ARNOLD
FILE NUMBER
21-2002-00620
Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of survivorship must be disclosed on Schedul
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
DESCRIPTION
Fulton Bank - Checking Account # 3319-41856
'Savings Account II 1370-46456
VALUE AT DATE
OF DEATH
1,366.05
372.44
3.60
1,000.00
25.00
151. 00
880.41
PP&L Dividend
1989 Oldsmobile 98
Members 1st Credit Union Acct # 214675
Erie Insurance Group (Premium refunds)
Computer Learning Network - (Last wages)
Personal Property -
Small ice box and chest
Small Oriental rug and bookcase
Table, wing back chair, pictures, vacuum cleaner,
crock, sour kraut stamper
Bookcase, table lamp, floor lamp, pictures, rocking
chair, small straight chair, foot stool, barometer,
tilt top table
Items sold by Lee D. Dockey, Auctioneer (See Attachment)
Set of Limoges China dishes(12)
Set of Blue Willow Ware dishes (6)
Two wrist watches and pocket watch
2 gold signet rings
Gold ring with ruby
200.00
200.00
500.00
450.00
948.75
120.00
60.00
60.00
200.00
100.00
6,637.25
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
ESTATE OF DAVID R. ARNOLD
FILE NO. 21-2002-00620
Schedule E, Item #8
Items sold bv auctioneer. Lee D. Dockev
Pair of end tables
Typewriter
Video camera
Cordless telephone
Ice skates
VHS recorder
Multi disc player
2 Drawer stand
Stereo speakers with receiver
Toaster oven
2 Drawer stand
Insulators
Small stein
2 Cane seat chairs
2 Cane seat chairs
4 Chairs and table
TV with remote
Sofa bed
2 Chairs
Recliner
Desk
Loveseat settee
Box spring & mattress
3 piece Bedroom suite
Chest of drawers
Showcase with legs
Assorted linens
Shop supplies, hand tools
Miscellaneous kitchen items
Miscellaneous household items
$ 45.00
$ 10.00
$ 35.00
$ 11.00
$ 11.00
$ 55.00
$ 40.00
$ 20.00
$ 25.00
$ 10.00
$ 22.50
$ 17.00
$ 9.00
$ 10.00
$ 28.00
$ 9.00
$ 45.00
$ 10.00
$ 22.00
$ 50.00
$ 20.00
$ 30.00
$ 55.00
$ 115.00
$ 30.00
$ 70.00
$ 21.50
$ 17.00
$ 26.75
$ 79.00
$ 948.75
REV'!:':'EX'(~.57!,...
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COMMONWEALTH OF PENNS) L VANIA
'NHERiT.A~"JCE TAX R~TURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
FILE NUMBER
21-2002-00620
DAVID R. ARNOLD
If an asset was made joint within one year of the decedent's date of death, ft must be reported on Schedule G.
SURViVING JOINT TENANT(S) NAME
RE:LA. TIONSHIP TO DECE:
ADDRESS
A
Jane U. Arnold
B.
Spencer W. Arnold
c
13 Truman Drive
Elizabethtown, PA
17022
Surviving ParE
Surviving ParE
JOINTLY -OWNED PROPERTY:
13 Truman Drive
Elizabethtown, PA
17022
DATE DESCRIPTION OF PROPERTY
MADE Include name of financial institution and bank account number or similar identifying number. Attach
JOINT deed for jointly-held real estate.
LETTER
ITEM FOR JOINT
NUM8ER TENANT
1. A.
2. B.
10/7/7
10/7 /7~
Fulton Bank Acct #4101-01404
Fulton Bank Acct $ 4101-01404
(Entire proceeds of joint account applied
to pay balance of funeral and admini-
strative expenses)
%OF DATEOFDEA-
DATE OF DEATH DECO'S VALUE OF
VALUE OF ASSET INTEREST DECEDENT'S INTE
1232.78 6.667 205.47
1232.78 6.667 205.47
410.94
TOTAL (Also enteron line 6, Recapitulation) $
(If more space is needed, insert ad,ditional sheels of the same size)
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COMMON'NEAlTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
FILE NUMBER
21-2002-00620
ESTATE OF
DAVID R. ARNOLD
This schedule must be completed and filed if the answer to any of questions 1lhrough 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM l"Cl~DE Ti1~ ~W.'E OF T,.;E TRANS;:ErlEE, r.-fill R!:l),TIONSKIP TO DECEDE~T MiD THE DATE OF TAA'is;:eR. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALL
ATTAC"ACOPYOFTHEDEEJFORREAlESTATE. IFAPPUCABLE\
NUMBER VALUE OF ASSET INTEREST
1. 401 (k) Computer Lear?ing Network 8,424.11 100% 0 8,424.11
Named beneficiary 'is
Shirley Nagg Arnold (spouse)
TOTAL (Also enter on line 7, Recapitulation) $ 8,424.11
(If more space is needed, insert additionai sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOE~lT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
DAVID R. ARNOLD
FILE NUMBER
?l-?OO?-OOh?O
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRiPTION AMOUNT
A FUNERAL EXPENSES: .
1. Trefz & Bowser Funeral Home 6,747.92
Casket 1,886.00
R. J. Romberger (Grave marker) 449.25
Funeral Luncheon 300.00
B. ADMINISTRATIVE COSTS'
1. Pe~ona! Representative's Commissions
Name of Personal Representative (s)
Social Securirj Nwmbe<<s) I EiN NlJmbe~ of Persona! Representative(s)
Street Address
City Stale Zip
Year(s) Commission Paid:
2 Attorney Fees David H. Radcliff, Esq. 840.00
3 Family Exemption: (If cecedent's address is not tI",e same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 62.00
Additional Probate 15.00
5. Accountanfs Fees
6. Tax Return Preparers Fees
7. Lee D. Dockey, Auctioneer (Expense of selling personal property 394.50
8. Filing fees - Inheritance Return, Inventory, Petition 48.00
9. Short Certificate 3.00
10. Seaboard Surety Bond 6.24
1l. Certified Mail, Signature Guarantee Fee 10.71
TOTAL (Also enter on line 9. Recapitulation) $ 10,762.62
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(If more space IS needed. Insert addltlona, sheets of the same size)
t<~V-l:';' EX. [1-0',
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
DAVID R. ARNOLD
FILE NUMBER
21-2002-006::>0
Include unreimbursed medical expenses.
ITEM
NUMBER
1. Benko & Benko Associates
2. Holy Spirit Hospital
3. Quantum Imaging
4. U. S. Treasury
5. West Shore EMS
6. Pulmonary & Critical Care Medical Associates
7. Aspire VISA
8. Capital One Bank
9. First Premier Bank
10. Cross Country Bank
11. VISA #4301731500197783
12. PCS One
13. Promissory Note to Jane U & Spencer W. Arnold
DESCRiPTION
AMOUNT
2,689.27
52.50
205.00
175.15
715.65
158.64
97.67
2,177.51
109.84
671. 24
2,722.25
77 .96
26,173.18
TOTAL (Also enter on line 10. Recapil'Jlat'on) $
(If more space is r.eeded, insert 2dditior.al sheets of the same size)
36,025.86
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
DAVID R. ARNOLD
21-2002-00620
RELATIONSHIP TO DECEDENT AMOUNT OR SHAF
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
J. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Shirley Nagg Arnolq _ Surviving Spouse 8,424.11
3031 South Houston School Road
Lancaster, TX
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHE
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space Is needed, insert additional sheets of the same size)
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LAST WILL AND TESTAMENT
OF
DAVID R. ARNOLD
I, DAVID R. ARNOLD, of Harrisburg, Pennsylvania, beil'lJ of
sound mi nd, memory and understanding, do make and publish this my
Last Will and Testanent, hereby revoking and making void all
former Wills by me at any time heretofore made.
ITEM I: I d,irect that all my just debts
and funeral expenses be fully paid and satisfied as soon as
conveniently may be after my decease.
ITEM II: I give the items of personal
property set forth below unto my sister-in-law, Christine E.
Arnold, to protect and preserve said items for my daughter,
Kimberly E. Arnold, and to turn said items over to her when she
reaches the age of 25, or reaches the age of 21 and is married,
whichever shall first OCOJr:
A. Limoges china (J. Boyer-France);
B. Blue WillCM Ware china;
C. All items located in the safe at the Spencer W. Arnold
Funeral Home at 32nd and Brisban Streets, including all rare and
precious coins, precious metals, United States goverrrnent bonds,
and old United States currency;
D. All watches, ril'lJs, and jewelry.
ITEM III: I give all the rest, residue and
remainder of my estate unto Fulton Bank, in trust, however, to act
as Trustee upon the follcwing tenns and conditions:
A. To divide my entire estate into equal shares to be used
for the benefi-t of my children, whether the same be born before or
after the signing of this document, provided they survive me.
B. To create with these equal shares, separate trust
accounts, one for the benefit of each child so surviving.
C. To pay the incane and so much of the principal as may, in
the sole discretion of my Trustee, be necessary for the mainten-
ance, support, medical expenses, and education of my children,
each payment bein;j made according to the need of said child fran
h is or her individual designated trust account. The amount to be
paid for the benefit of said child shall be determined fran time
to time by the need of said child, and the amounts and times of
said payments shall be detennined by such needs. The said pay-
ments may be made by the Trustee directly to each of the said
children, or to such of them, as may be, in the sole opinion of my
Trustee, of such age and ability to handle properly the funds so
paid to the child, or may be made by the Trustee directly to the
person having the custody and care of arw of my children, or may
be made by my Trustee directly to arw institution entitled to such
payment by reason of services rendered or to be rendered to any of
my ch il dren.
D. Each child shall be entitled from his/her individual
trust accc:unt to one-third of the accc:unt balance upon attaining
the age of twenty-one (21) years; one-half of the remaining
balance upon a"ttaining the age of twenty-five (25) years; and the
remaining balance upon attaining the age of thirty (30) years.
E. In the event of death of a child before attaining the age
of thirty (30) years, I direct that the accumulated principal and
incane in that child's trust acccunt be distributed as follONS:
(1) In the event the said child is unmarried and without
children at the time of his or her decease, I direct payment of
the trust accc:unt to my niece, Rebecca E. Arnold.
(2) In the event the said child is married but without
children at the time of his or her decease, I direct payment of
one-half of the trust aCCClJnt to the child's spouse and one-half
of the trust accc:unt to my niece, Rebecca E. Arnold.
(3) In the event the said child has surviving children at
the time of his or her decease, I direct payment of the trust
accCJ.mt in equal shares unto my said grandchildren. In the event
any of the said grandchildren are under the age of 30 years, that
grandchild's share shall be given to Fulton Bank, in trust,
hONever, to act as Trustee upon the same terms and conditions set
forth under Item IlIA. through D. above.
ITEM IV: In the event all of my children
predecease me, I give my entire estate, of whatsoever kind and
wheresoever situate, unto my parents, Spencer W. Arnold, Sr. and
Jane U. Arnold, or the survivor of them. In the event both of my
parents predecease me, I give my entire estate, of whatsoever kind
& wheresoever situate, as folICMS:
A. One-half to my sister-in-law, Christine E. Arnold, and
B. One-half to my niece, Rebecca E. Arnold.
ITEM V: In addition to the powers
conferred by law, I authorize my Executor or Trustee, in absolute
discretion:
A. To retain in the form received, and to sell either at
public or private sale al'!Y real or personal property.
B. To manage real estate.
C. To invest and reilWest only in forms of property defined
as legal investments according to the laws of the ComJronwealth of
pennsyl van ia.
D. To exercise al'!Y optional rights arising from ownership of
investments.
E. To compromise claims without coort approval, and without
the consent of al1Y beneficiary.
ITEM VI: All principal and income shall be
free from anticipation, assignment, pledge or obligations of
beneficiaries, and shall not be subject to attachment, execution
or other legal process.
, .
ITEM VI I:
In the event Lynn S. Arnold,
formerly my wife, predeceases me, I appoint Spencer W. Arnold, Sr.
and Jane U. Arnold, my parents, of Harrisburg, Pennsylvania, or
the survivor of than, to be and act as guardian of the person of
any of my children who may be minors at the time of my death. In
the event both of my parents predecease me, I appoint my
sister-in-law, Christine E. Arnold, of Harrisburg, Pennsylvania,
to be and act as guardian of the person of any of my children who
may be mi nors a t the time of my de a tho
ITEM VIII: It is hereby directed that my
executor, hereinafter naned, shall pay all inheritance, state,
s uc cession and legacy taxes to wh ich my es tate or the trans fer of
any prq:,erty hereunder may be subject and to charge such tax as
part of the administration, payable out of my residuary estate.
;ITEM IX: I naninate, constitute and
appoint my father, Spencer W. Arnold, Sr., to be and act as my
sole Executor of this my Last will and Testament. In the event of
renunciation, death, resignation or inability to act for any
reason whatsoever of my father, I naninate, constitute and appoint
my mother, Jane U. Arnold as sole Executrix of this my Last Will
and Testament. In the event of renunciation, death, resignation
or inability to act for any reason whatsoever of my mother, I
naninate, constitute and appoint my sister-in-law, Christine E.
Arnold, as sole Executrix of this my Last will and Testament. I
further direct that any of the above-named personal representa-
t ive s shall serve wi thou t bond.
IN WITNESS WHERECF, I have hereunto set my hand and seal this
3rd
day of
(SEAL)
The preceding instrument, consisting of this, and five other
typewritten pages, was on the date thereof signed, published and
declared by DAVID R. ARNOLD, the Testator therein named, as and
for his Last Will, in the presence of us, who at his request, in
h is presence and in the presence of each other, have subscribed
our name s as wi tnesses hereto.
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AFFI DA. VI T
COMMJNWEALTH OF PENNSYLVANIA)
,/)~ -~
COUNTY OF ~ -,
: SS:
)
I, DAVID R. ARNOLD, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknCMledge that I signed and executed
the instrument as my Last WillI that I signed it willingly and
t hat I signed it as my free and volun tary act for the purposes
therein expressed.
IN WITNESS WHEREOF, I, DAVID R. ARNOLD, have hereunto set my
h and and seal this 3rd day of
Jul,-[
J)~ j( L6~o/
David R. Arnold
, 1987.
Sworn to and subscribed
before me this .3A.1 day
of
, 1987.
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AFFI DAVIT
COMMJNWEALTH OF PENNSYLVANIA)
COUNTY OF ~ ) SS:
We, 1<'C\I,'n \(, T)".y-,-
iCls It. NhJ7ef-,
and
the wi tnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the
instrument as his Last Will; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testator signed the Will as witnesses; and that to the best of our
kncwledge the Testator was at the time eighteen (18) or more years
of age, of sound mind and under no constraint or undue influence.
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Address Z. ~4-'7 t)rllf.;t;.\,-- .f\VE.
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Sworn to and subscribed
before me this~ day
/f~ 2. ~4!-e.U ,
Address /1' 4~&~J /oCt .
A&~. A /7v7/
of 9-'~ ' 1987.
l~n ) G~)
Ntary Pu lC
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