HomeMy WebLinkAbout12-30-14 J 1505610101
REV-1500 exf°'-'°'
lvania OFFICIAL USE ONLY
PA Department of Revenue Penns Y
Bureau of Individual Taxes O[Fe-E.,W.fh County Code Year File Number
PO BOX 28o6o1 INHERITANCE TAX RETURN
Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 0431
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
04/05/2014 03/31/1923
Decedent's Last Name Suffix Decedent's First Name MI
MAXWELL WILMER B
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
BETTY MAXWELL
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
t'b 1.Original Return O 2.Supplemental Return O 3. Remainder Return(date of death
prior to 12-13-82)
O 4. Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
OW 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
THOMAS E FLOWER (717) 243-5513
REGISTER OF WILLSQ&ONLY :U
C) s ::0
C f't'1
First line of address O
-d
C-7 (n
FLOWER LAW, LLC D r-- w
_._ r M o
Second line of address
C
t 10 W. HIGH ST `� o
tCity or Post Office State ZIP Code p TILE
CD
CARLISLE PA 17013 zs o
Correspondent's e-mail address: TOM@FLOWER-LAW.COM
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 of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR PEEO RESP SI LE FOR FILIN ETURN 0 E
yz�
�4�_
KATHLEEN MAXWELL, 8 CAVE HILL DR, CARLISLE, PA 17013
SI F PP,E!fyk-0'T ER THAN REPRESENTATIVE 12-1DAK
ADDRESS
FLOWER LAW, LLC; 10 W. HIGH ST., CARLISLE, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610101 1505610101 `\
1505610105
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: WILMER B. MAXWELL
RECAPITULATION
1. Real Estate(Schedule A). .. . .... . . . ... .... . .... .... ... .. ... .. . . . . .. . . 1. 155,000.00
2. Stocks and Bonds(Schedule B) 2. 27,489.25
. ... . ... . . ... ... .. .... . .. .. ..... .. . . .. .
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) .... . 3. 0.00
4. Mortgages and Notes Receivable(Schedule D). ........ ...... ... . . ... .... 4. 0.00 .
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). .... .. 5. 91,565.07
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ... . .. . 6. 0.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.... . ... 7. 0.00
8. Total Gross Assets(total Lines 1 through 7).. . ... .. ..... . ... ... .. ... . .. . 8. 274,054.32
9. Funeral Expenses and Administrative Costs(Schedule H).. .. ... .. ... . ... .. . 9. 27,453.11
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) ... .. .. .. . .. .. 10. 10,163.82
11. Total Deductions(total Lines 9 and 10). . .. .. .... ..... . .. .. . .. . ..... .. . . 11. 37,616.93
12. Net Value of Estate(Line 8 minus Line 11) ... ... .. ...... .. . ... .. .... . ... 12. 236,437.39
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ... ... ... .. ...... .... .. . 13. 0.010 ,
I
14. Net Value Subject to Tax(Line 12 minus Line 13) ......... ... . ....... . ... 14. 236,437.39
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0_ 15.
16. Amount of Line 14 taxable
at lineal rate X.0 45 236,437.39 16, 10,639.68
17. Amount of Line 14 taxable �- - _a
at sibling rate X.12 17.
18. Amount of Line 14 taxable -�
at collateral rate X.15 18.
19. TAX DUE ... ..... .. ....... .. . .. . .. . .. . . .... ... . .. ........ .... ... .. 19. 10,639.68
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C38D
Side 2
1505610105 1505610105
REV-1500 EX Page 3 File Number 21-14-0431
Decedent's Complete Address:
DECEDENT'S NAME
WILMER B. MAXWELL
STREETADDRESS
117 S. ORANGE STREET
CITY STATE -2FP
CARLISLE i PA 17013
f
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 10,639.68
2. Credits/Payments
A.Prior Payments 10,300.00
B.Discount 515.00 Total Credits(A+B (2) 10,815.00
3. Interest
(3) 0.00
4. If Line 2 is greater than Line I +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 175.32
5. If Line I +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes Na
a. retain the use or income of the property transferred;............................................................................. FRI
❑
b. retain the right to designate who shall use the property transferred or its income;............................................
F�
c. retain a reversionary interest;or...... ..............__....... ...................... ...... __...............
❑
❑
d. receive the promise for life of either payments,benefits or care?.... ....... )c
2. If death occurred after Dec, 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?........................._............. ........._............................... ❑ 0
3. Did decedent own an"in trust foe'or payable-upon-death bank account or security at his or her death?.............. ❑
FRI
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
)c
containsa beneficiary designation? ..................................................................................................................... ❑ F]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116(a) (1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)).
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent F2 P.S. §9116(a)(1.3)).A sibling is defined, under
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1502 EX+(11-08)
pennsytvania SCHEDULE A
V611
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILMER B. MAXWELL 21-14-0431
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1' DWELLING HOUSE&LOT,117 S.ORANGE ST.,CARLISLE BOROUGH,CUMBERLAND
COUNTY,PER ATTACHED APPRAISAL 155,000.00
TOTAL(Also enter on Line 1, Recapitulation.) $ 155,000.00
If more space is needed,insert additional sheets of the same size.
BASSETT APPRAISAL_SERVICES
Fie No.14-148
APPRAISAL OF
Mal
• i
+
LOCATED AT:
117 South Orange Street
Carlisle,PA 17013
FOR:
David Maxwell
117 South Orange Street
Carlisle Meeting,PA 17013
BORROWER:
WA
AS OF:
December 12,2014
BY:
William A.Bassett
PA General Certified Appraiser1GA001618L
BASSETT APPRAISAL SERVICES
File No.14-148
December 16,2014
No AMC
David Maxwell
117 South Orange Street
Carlisle Meeting,PA 17013
File Number: 14-148
Dear Sir or Madam:
In accordance with your request,I have appraised the real property at:
117 South Orange Street
Carlisle,'PA 17013
The purpose.of this appraisal is to develop an opinion of the market value of the subject property,as improved.
The property rights appraised are the fee simple interest in the site and Improvements.
In.my opinion, the market value of the properly'as of December 12,2014 is:
$155,000
One Hundred Fifty-Five Thousand Dollars
i
-The attached report contains the description;•analysis and supportive data for the conclusions,
.final opinion of.value, descriptive photographs, limiting conditions and appropriate certifications.
Sincerely yours,
William A.Bassett
PA General Certified Appraiser/GA001618L
REV-1503 EX+(pf1)
Pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILMER B. MAXWELL 21-14-0431
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 350 SHARES RITE AID CORP @ 6.24 2,184.00
2 CAPITAL ONE SHAREBUILDER ACCOUNT,STOCKS AND EXCHANGE TRADED FUNDS 25,305.25
TOTAL(Also enter on Line 2, Recapitulation) $ 27,48925
If more space is needed,insert additional sheets of the same size
Account Balances
Accounti bick
Account value Gash Sweep Summary
Slacks&ETFs $25,305.26 Cash Sweep Preference Money Market Fund change
Cash Balance $157,37 Transfer Money Accrued £. Earned
'ThIs Month' Year-to-Date
Total $26,462.62
Money Market Fund Dividends $0.00 $0.00
Cash Available for investing Current Rates of Retuni FDIC Insured Cash:0.30%APY=
_.. Money Market Fund:0,03%7-day yield
Cash Balance $157,37
Open Orders $0.00 View Order Status.
Withdrawal Requests $0.00 View Status
Total $157.37
Available for Withdrawal
Cash Balance $157.37
Open Orders $0.00 View Order Status
Withdrawal Requests $0.00 View st atus
Unsettled Trades $$0.00 vdner,will it sate?
Totai $157.37
Interest is generally accrued from the first business day of the month.
'Annual Percentage Yield(effective 11/01/2013).Rate may vary.
Important Information about the FDIC Insured Cash Balance
The FDIC Insured Cash Balance its held at capital One 360,a division of Capital One,N.A.,member FDIC.The FDIC Insured
Cash Balance will be eligible for FDIC insurance up to$250,000(including interest and principal)per depositor for all
aggregated deposits held at Capital one N.A.
Margin Trading:Margin trading involves risk and is not suitable for all investors.Before trading securities on margin,you should
carefully read ShareSuilder's Margin Account Agr,ernent,
Important Money Market fund Information:
Performance data represents past performance and does not guarantee future results.
The fund's most recent 7-day yield may be lower or higher than the figure quoted.Yield and return will vary.
Performance data and other information may be obtained by calling 1-800-888-9723 from Sam to 5pm(ET),Monday through Friday.
Investors should carefully consider the investment objectives,risks,charges and expenses of the Money Market fund before investing.
This and other important information is contained in the p;vspectus which should be read carefuQy before investing.
An Investment in the fund is not a deposit in a bank,and is not Insured or guaranteed by the Federal Deposit Insurance Corporation or
any other government agency.
Although the fund seeks to preserve the value of your Investment at$1.00 per share,it is possible to lose money by investing in the
fund.
Banking services aro-provided by Capital One 300;a division.of Capital arae,NA.,member FDIC..
REV-1508 EX+(ii-io)
It
pennsyLvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
WILMER B. MAXWELL 21-14-0431
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. MEMBERS 1 ST FCU CHECKING ACCOUNT#76854-0011 154.23
2. MEMBERS 1ST FCU SAVINGS ACCOUNT#76854-0000 971.77
3. MEMBERS 1ST FCU CERTIFICATE OF DEPOSIT#76854-0040 90,000.00
4. CASH BALANCE IN CAPITAL ONE SHAREBUILDER INVESTMENT ACCOUNT 157.37
5. FORBES MAGAZINE REFUND 24.53
6. ERIE INS,RETURN OF UNUSED PREMIUM 22.00
7. AFFINION INS,RETURN OF UNUSED PREMIUM 13.70
8. MUTUAL OF OMAHA,RETURN OF UNUSED PREMIUM 19.64
9. DFAS,FEDERAL PENSION PAYMENT 201.83
TOTAL(Also enter on Line 5, Recapitulation) $ 91,565.07
If more space is needed,use additional sheets of paper of the same size.
DATE FROM • PAGE ACCOUNT
Members 1st Federal Credit Union 04/01/2014 04/30/2014 11 of 2 XXXXXXX854
5000 Louise Drive
P.O.Box 40
Mechanicsburg PA 17055-0040
m (800)237-7288
MEMBERS V (717)697-5312(Hearing Impaired)
MERAL CREDIT MMOX www.memberslst.org
WILMER B MAXWELL
117 S ORANGE ST
CARLISLE PA 17013
ACCOUNT
Your current Member Loyalty Rewards level is Titanium.
CHECKING 154.23
SAVINGS 971.85
CERTIFICATES 90,172.36
LOANS 0.00
CHECKING (0011)
BEGINNING BALANCE: $154.23
Elf. Post
Date Date Description Deposits Withdrawals Balance
No Activity During This Statement Period
ENDING BALANCE: $154.23
REGULAR 0000
BEGINNING BALANCE: $913.85
Elf. Post
Date Date Description Deposits Withdrawals Balance
04/01 04/01 Deposit ACH BENEFIT PAYMENTS 57.92 971.77
TYPE:DEPOSIT ID:9186063000 DATA:BPP0994DYK CO:
BENEFIT PAYMENTS
04/30 04/30 Deposit Dividend 0.100% 0.08 971.85
Annual Percentage Yield Earned 0.100%from 04/01/14 through
04/30/14
ENDING BALANCE: $971.85
Total Deposits 58.00
.0 MONTH CERT (0040)
BEGINNING BALANCE: $90,000.00
Elf. Post
Date Date Description Deposits Withdrawals Balance
04/01 04/01 CHK#900940 DIVIDEND W/D 03/31/14 90,000.00
04/30 04/30 Deposit Dividend 2.330% 172.36 90,172.36
REV-1511 EX+(10-09)
. pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILMER B. MAXWELL 21-14-0431
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' HOLLINGER FUNERAL HOME,PROFESSIONAL SERVICES,MERCHANDISE AND ADVANCES 3,006.26
2. CLERGY HONORARIA AND MEMORIAL LUNCHEON,WEST HILL UNITED METHODIST CHURCH 375.00
3. HOLLINGER FUNERAL HOME,GRANITE AND BRONZE GRAVE MARKER 1,140.00
4. STAMY ENTERPRISES,CONCRETE FOUNDATION FOR GRAVE MARKER 352.00
5. BIG SPRINGS PRESBYTERIAN CHURCH,INTERMENT 75.00
6. JOAN MILLER,ORGANIST 75.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: 5,485.00
Name(s)of Personal Representative(s) KATHLEEN MAXWELL
_._. .. ......... ...........
Street Address 8 CAVE HILL DRIVE
.... ..... ....
City CARLISLE State PA zip 17013
Year(s)Commission Paid: 2014
Z• Attorney Fees:
7,500.00
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: 418.50
5. Accountant Fees:
6. Tax Return Preparer Fees: 135.00
7. PUBLICATION OF ESTATE NOTICES 265.54
8. REAL ESTATE TAXES 3,198.55
9. ERIE INSURANCE,FIRE&HAZARD INSURANCE PREMIUM 430.00
10. LANCE CLEWETT,LAWN MOWING AND LANDSCAPE MAINTENANCE 1,262.00
11. 'ELECTRICAL LINE SERVICE AND REPAIRS 236.04
12. CONTINUATION SHEET TOTAL 3,499.22
TOTAL(Also enter on Line 9, Recapitulation) $ 27,453.11
If more space is needed,use additional sheets of paper of the same size.
SCHEDULE H - CONTINUATION SHEET
Estate of WILMER B. MAXWELL FILE NO. 21-14-0431
UGI, gas heating fuel $1,202.13
PPL, electric service 803.74
CenturyLink,phone service 410.45
Comcast, internet service 740.52
Sewer/Water 342.38
Total: $3,499.22
REV-15.12EX+(12-08)
r SCHEDULE I
pennsylvania
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILMER B. MAXWELL 21-14-0431
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. SARAH A,TODD MEMORIAL HOME 9,000.00
2. USAA CREDIT CARD DEBT 819.87
3. 2013 PA INCOME TAX 343.95
TOTAL(Also enter on Line 10, Recapitulation) $ 10,163.82
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
WILMER B. MAXWELL 21-14-0431
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
I. KATHLEEN MAXWELL,8 Cave Hill Drive Carlisle,PA 17013 DAUGHTER 1/3
2. DAVID MAXWELL,100 Ewe Road Mechanicsburg,PA 17055 SON 1/3
3. ROBERT MAXWELL,4269 Freeman Road Orchard Park,NY 14127 SON 1/3
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. ..
TOTAL OF PART A—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
S M
Codicil to m s
;-� M
Last Will and Testament of Wilmer Maxwel��v T `�' C> o
I, Wilmer Maxwell, a resident of Cumberland County,Pennsylvania make this my T
hereby revoke any other wills or codicils made by me. � �� o
� s
First: Article 2 is hereby amended and restated in its entirety to read as follows:
I am specifically disinheriting my spouse, BETTY F. MAXWELL. In anticipation of my
spouse receiving public benefits, it is my intent that no inheritance of my assets
jeopardize those benefits and therefore I am intentionally disinheriting my spouse.
Second: Article 4 is hereby amended and restated in its entirety to read as follows:
I give,.devise and bequeath all the rest, residue and remainder of my estate, whether real,
personal. or mixed property, whether tangib.le or intangible, and wherever situated, in
;equal shares, unto 'my children, ROBERT GRAHAM MAXWELL, KATHLEEN
'MAXWELL CLEWETT and DAVID HAROLD MAXWELL, absolutely.
Should .ROBERT GRAHAM MAXWELL or 'DAVID HAROLD MAXWELL
predecease me, •I direct that their issue shall receive their parents share, per stirpes.
Should KAHLEEN MAXWELL.CLEWETT predecease me, I direct that her husband R.
LANCELOT CLEWETT inherit her share.
Third: In all respects not hereinabove altered, I ratify and confirm my last will.
Contest Provision
If,,after receiving a copy of this Contest Provision, any person, in any maturer, directly or
indirectly, attempts to contest or oppose the.validity of this amendment (including any
.._amendment to this amendment),,or -commences, continues, or prosecutes any legal
proceeding to set this amendment aside, ,then such person shall forfeit his or her share,
cease to have any right or interest;'in the property, and shall, for purposes of this
amendment be deemed to have predeceased rue.
Executed on March 18, 2014.
(signature)
(printed name)
Codicil of the Last Will and Testament of Wilmer Maxwell -
Page 1
Law Offices of Aviv S.Bliwas,LLC,20 Erford Road Suite 304,Lemoyne,Pennsylvania (717)761-4864
COMMONWEALTH OF PENNSYLVANIA
) ss.:
COUNTY OF CUMBERLAND
On this day, March 18, 2014, before me personally appeared
jjlojPr- I-Icti(tiell personally known to me (or proved to me on the basis
of satisfactory evidence) to be the individual whose name is subscribed to the foregoing
Xpz* Amendment, and acknowledged that lie/she executed the same as his/her voluntary
act and deed for the purposes therein contained.
Witness my hand and official seal.
[Seal]
MOTORIAL UK
AIN&KNAS,N*q Pokk
w9om,CwAviv S. Bliwas,Notary Public
U" *w1wA0W*
My commission expires 5/29/17
Notary registration no. 1276383
Signed by the Testator in the presence of-
JAnette Harrison, Witness Au ustVS` ndler, Witness
20 Erfofa Rd', Suite 304 20 Erford Rd, Suite 304
Lemoyne; PA 17043 Lemoyne PA 17043
COMMONWEALTH OF PENNSYLVANIA
ss.:
COUNTY OF-CUMBERLAND
On this'day; March 1-8, 2014; 'before me personally appeared Jennette Harrison and
Sp
Augusta , andler, personally known to me (or proved to me on the basis of satisfactory
evidence) "to'be the individuals whose names are subscribed to the foregoing.-_T*v�t
Amendment, and'acknowledged that they executed,the same as their voluntary act and
-
deed for the purposes therein contained.
Witness my hand and official seal.
(Seal]
NOTA SEAL Aviv S. Bliwas,Notary Public
AVIS S.UNA&W"Nft My commission expires 5/29/17
Lanoy"80ra,Cw*ftw CW*
My Commb"Eqft"2".3117 Notary registration no. 1276383
Codicil of the Last Will and Testament of Wilmer Maxwell
Page 2
Law Offices of Aviv S.Bliwas,LLC,20 Erford Road Suite 304,Lemoyne,Pennsylvania (717)761-4864
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LAST WILL AND TESTAMENT m
I, WILMER B. MAXWELL, of Carlisle Borough, Cumberland County, Pennsy=nia,
being of sound and disposing mind and memory,do hereby make,publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts,funeral expenses,testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of.any
= property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the'administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for.any such tax So paid,' even though on proceeds of insurance or other
property not passing under this Will..
2.
If my spouse shall survive'me by thirty(30)days,then I give,devise and bequeath all of my
estate, whether"real,.personal or'mixed property, whether tangible or intangible, and wherever
situated, unto my spouse, BETTY F. MAXWELL, absolutely.
In the event my said spouse shall predecease or fail to survive me by thirty(30)days,then I
give such items of tangible personal property as are itemized in a certain list or memorandum,if any,
attached hereto or kept herewith to the persons named thereon,which list or memorandum is signed
and dated by me at the end thereof, and I direct that such other items of my tangible personal
property as they shall select be distributed to my children, ROBERT GRAHAM MAXWELL,
KATHLEEN MAXWELL CLEWETT and DAVID HAROLD MAXWELL, in such fair and
equitable manner as they shall determine by mutual consent.
Page 1 of 4 Pages 4�
W.B.M.
4.
In the event my said spouse shall prede�ease or fail to survive me by thirty(30)days,then I
give,devise and bequeath all the rest,residue and remainder of my estate,whether real,personal or
mixed property, whether tangible or intangible, and wherever situated, in equal shares, unto my
children, ROBERT GRAHAM MAXWELL, KATHLEEN MAXWELL CLEWETT and DAVID
HAROLD MAXWELL, absolutely,with substitution of issue per stirpes.
5.
1 nominate,constitute and appoint my daughter,KATHLEEN MAXWELL CLEWETT,as
Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity,then I
appoint iny's6n;,DAVID HAROLD MAXWELL,as Executor of my estate. In the further event he
'shall be'unable or unwilling to serve in such capacity,then I appoint my son,ROBERT GRAHAM
MAXWELL, to act in such capacity.
6.
.1 direct that my personal representative shall not be required to file a bond to secure the
'faithful performance of his or her duties in any jurisdiction.
7.
I 'authorize and'empower my personal"representative, in his or.lher sole and absolute
discretion,to purchase- or otherwise-Acquire and retain any investments or any property of any nature
which-I*own at my death; to'sell, I'dase, pledge mortgage, transfer., exchange, dispose of or grant
options in regard to any or all 'property of any kind forming a part of my estate,for such terms and
such prices as he or she may deem advisable;to borrow money for any purposes connected with the
protection and preservation of my estate;to mortgage or pledge any real or personal property forming
a part of my estate or to join in or secure the partition of same; to compromise any claims or
demands of my estate against others or of others against my estate;to make distribution in kind and
to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
Page 2 of 4 Pages
W.B.M.
compensation for such services as may be rendered by such agents, attorneys and proxies; and to
execute and deliver such instruments as may be necessary to carry out any of these powers. In
addition,I direct that my personal representative shall have the power to conduct an inventory of any
safe deposit box necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 14th day of April,2005.
EAL)
Wilmer B. Maxwell
SIGNED, SEALED,PUBLISHED AND DECLARED by the above-named Testator,as and
for his Last Will and Testament,in the presence of us,who at'his request,have hereunto subscribed
our alames as.witnesses thereto, in the presence of the said Testator and of each other.
Page 3 of 4 Pages
COUNTY OF CUMBERLAND
1, WILMER B. MAXWELL, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will;that I signed it willingly;and that I signed it as my free and
voluntary act for the purposes therein expressed.
Wilmer B. Maxwell
Sworn or affirmed to and acknowledged before me by WILMER B. MAXWELL, the
Testator,this 14'h day of April,2005.
t a60��
Notary u is
Notarial Seal
Sharon E.Bloom,Notary Public
COMMONWEALTH OF PENNSYLVANIA, North Middleton Twp.,Cumberland County
SS. My Commission Expires August 5,2006
Member,PernsvhraTf!s Associagon Of Notarlp-03
COUNTY OF CUMBERLAND
We and
the witnesses whose Aaures are signed to'the attached or foregoing instrument,,be duly qualified
according to law,.-do depose and say that.we,were present and saw WILMER B. MAXWELL, the
Testator,sign and execute the instrument as his Last Will;that the Testator signed willingly and that
ir the Testator 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 that time 18,or more years of age, of sound mind and under no
constraint or undue,influence.
Address ;I/00 -C 'g pego d
60
e- J-70LI
Addre�s T
Cda-bld-e I->A-17z)13
14th Sworn or affirmed to and subscribed before mothis 14� day o pril, 2005.
Not before
is
C:\ofrice-Estate Planning\10518.lb-will.doc Notarial Seal
Sharon E.Bloom,Notary Pubic
North WddGt0nTwP--Cumberland County
046
My ColvTasslon Expires At"5,2
Page 4 of 4 Pages 10mber,
14, epenns:WwU Association IN 1-1011