HomeMy WebLinkAbout05-05-15 (2) J • ' pennsylvania 1505618403
DEPMTME OF REVS
"9X(03-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO Box 280601 INHERITANCE TAX RETURN
Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 0938
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
08 15 2014 02 18 1956
Decedent's Last Name Suffix Decedent's First Name MI
MCNATT RANDALL D
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
MCNATT TINA M
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
❑X 1. Original Return 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
4. Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
❑X 7. Decedent Died Testate El 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
❑ 10. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
❑ 13. Business Assets r] 14. Spouse is Sole Beneficiary
(No trust Involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES D HUGHES ESQ 717 249 6333
First Line of Address
354 ALEXANDER SPRING RO
Second Line of Address
City or Post Office State ZIP Code
CARLISLE PA 17015 ,
c7 C-r"3 70 rrrt
Correspondent's email address: lhughes(cD_salzmannhughes.com r-, _ r-11 c-�,
_ C,-,) C3
REGISTERr. L,.8,USE10%LY CO G1
REGISTER OF WILLS USE ONLYX3 rM 1 ��
- CJl ;:SCJ �3
DATE FILED MMDDYYYY ( i
E ; r a C7 -Tt rl
� frt
DATE TILED STAMP N C!7 CD
Side 1
I��I�I II��I�IIII�IIII'll�l III�I II�'I I'lll�I�II��I�I IIII I'�I
1505618403 1505618403 j
1505618411
REV-1500 EX
Decedent's Social Security Number
Decedents Name: McNaft, Randall D.
RECAPITULATION
1. Real Estate(Schedule A)............................... ............................................... I
2. Stocks and Bonds(Schedule B).............._....................... ............................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)....._.. 3.
4. Mortgages and Notes Receivable(Schedule D).................................................... 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 62,172 - 55
6. Jointly Owned Property(Schedule F) 0 Separate Billing Requested............ 6.
7, Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) n Separate Billing Requested..........., T 0 -00
8. Total Gross Assets(total Lines I through 7)........................................................ 8. 621l72- 55
9. Funeral Expenses and Administrative Costs(Schedule H).....__......_................. 9, 17,767 -37
10, Debts of Decedent,Mortgage Liabilities and Liens(Schedule ............................ 10. 3-1936- 49
il. Total Deductions(total Lines 9 and 10)............................................................ 11, 21,703 - 86
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 411-A68 - 69
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13;
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 40,468 - 69
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.00 0.011 15. 11 - 011
16. Amount of Line 14 taxable
at lineal rate X .045 40,468- 69 16. 11821 -09
17. Amount of Line 14 taxable
at sibling rate X.12 0. 011 17. [1 -130
18. Amount of Line 14 taxable
at collateral rate X.15 (1- 00 18. 0. a D
19. TAX DUE..................................... .............................................................. 19, 1,821-09
20. FILL IN THE OVAL IF YOU ARE REQUESTING.A REFUND OF AN OVERPAYMENT
Under penalties of perjury,I declare I have examined this return,Including accompanying schedules and stKh n
_Vi Its,and to the best of my knowledge and belief,
re 0
it is true,correct and complete.Declaration of preparer other than the person responsible for filing the . ased all Information of which preparer has
any knowledge. �V_ .$ 1
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Joshua R. McNaft oe IF M11DATE
ADDRESS f
804 Rosemont Ave.,New Cumberland,PA 17070 F F
SIGNATURE OF PREPAREIR OTHER THAN REPRESENTATIVE Jame W D. H DATE
7'
ADDRESS
354 Alexander Spring Road,Suite 1,Carlisle, Pd
I II II VIII VIII VIII I III�III VIII VIII VIII VIII IIII IIII Side 2
L 1505618411 1505618411
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
McNatt,Randall D. 21-14-0938
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.
Signature#2 �
Name Heather M.MacMurtrie
Addr"sl 5136A Erly Rd.
Address2
City,State,Zip Elfieftburg,PA 17024
Date
REV-1500 EX Page 3 File Number 21-14-0938
Decedent's Complete Address:
DECEDENT'S NAME
McNatt, Randall D.
STREETADDRESS
922 Nixon Dr.
CITY STATE 7tiF
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1,821.09
2. Credits/Payments
A. Prior Payments 2,000.00
B. Discount 91.05
Total Credits(A +B) (2) 2,091.05
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 269.96
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5)
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 No
a. retain the use or income of the property transferred;............................................................................... ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑x ❑
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 January 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 21ears of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a step-parent 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(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[72 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-1508 EX+(08-12)
SCHEDULE E
TVpennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McNatt, Randall D. 21-14-0938
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Erie Insurance Exchange-accident claim 5,185.87
2 Erie Insurance Exchange-refund of payment made to PA Department of Transportation for 210.00
guardrail damage during auto accident
3 PSECU Visa, Cash Advance 74.15
4 Ralph McNatt Estate-distribution of tax refund 940.00
5 Refund Check 8.67
6 PSECU,Checking Account 0177-04 26.93
Accrued interest on Item 6 through date of death 0.02
7 PSECU,Savings Account 0177-01 46,813.02
Accrued interest on Item 7 through date of death 2.89
8 Guns-as appraised by Classic Firearms, Inc.(minus Walther valued at$370.00 and Desert 2,975.00
Eagle valued at$1175.00-both of which were registered to and owned by decedent's wife,
Tina M. McNatt)
9 Tools -appraised value 5,936.00
TOTAL(Also enter on Line 5, Recapitulation) 62,172.55
(if more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. . Form PA-1500 Schedule E(Rev.08-12)
PSEC*
14
Salzmann,Hughes,P.G.
Attorneys at Law
354 Alexander Spring Rd.Suite 1
Carlisle, PA 17015
Re: RANDALL D MCNATT,Deceased.
PSECU Reference#9121306159942
Dear Attorney Hughes:
The above referenced person has an account with PSECU which was opened on 8/12/1993.The Share
accounts were individually held by RANDALL D MCNATT. The Visa loan was individually held.
The following are the Date of Death Balances for RANDALL D MCNATT's account with PSECU:
Account Date of Death Balances Interest—August 1-15
Savings (S1) $46,813.02 $2.89
Checking (S4) $ 26.93 $0.02
Loans:
Visa Loan (L9) S 224.14
The account has been closed per your request,enclosed is a check totaling the share balance(s).
If the Estate has sufficient funds to pay off the decedent's Visa,please remit a check,made payable to
PSECU. If there are not sufficient funds to payoff these loans,please submit a letter of insolvency
along with supporting documentation such as a final inheritance tax return and financial accounting.
If you have any questions,please contact our department toll-free at(800)237-7328,press 6,extension
3120 or email accountservicesl)a psecu.com.
Si*Jha
ly, )
illard
Member Service Representative
PSECU
:?:: ; `:•. P:,:.O;:..:B.O X'-:b.7 0 t:3. N A R.R i B,U R6 OX .;T.9,i�d.. 4--o13 O1 3 •: :.80p.237.T328'»pspcu.com..; : . .. r.
:.;;_ THIS CREDIT UNION IS FEDERALLY.INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION, QUAL OPPORTUNITY LENDER
CLASSIC FIREARMS, INC.
2201 Market Street
Olde Borough HaD
Camp Hill,PA 17011 r El i si a
(717)731.0"1
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CLASSIC FIREARMS, INC.
2201 Market Street
Olde Borough Hall
Camp Nil, PA 17011
(717)731.0991
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Snap-on Tools Quote Quote Date- 11/11/2014 17:21:36
Sold By: Ryan Davis Sold To: RANDY MC NATT Account Type: RA
Address:370 Hup Road Address: 821 PENNSYLVANIA AVE. Invoice#: 1111149110
UPPER PAXTON,PA 17061- LEMOYNE,PA 17043-
Phone:717-737-3886
7043-Phone:717-737-3886
Phone:717-433-5071 Tax Exempt#:
PO#:
Part# I QtylDescription I Line Type I Pric,j Discoun Total Ta
USED TOOL 1 used tool box Sale 2,000.00 0.00 2,000.00 120.00
BOX
USED TOOLS 1 used tools Sale 3,000.00 0.00 3,000.00 180.00
USED AIR I used air tools Sale 600.00 0.00 600.00 36.00
TOOLS
• Wear safety goggles SubTotal 5,600.00
• Use the right tool 6.00%Tax 336.00
• Use the tool properly Freight 0.00
• Maintain the tool regularly
Grand Total 5,936.00
thanks for your business
AccountType I Previous Balancel Purchases Tdtall Payment New Balance
RA 0.00 5,936.00 5,936.00 0.00 5,936.00
Your Next RA Payment Will Include: 0.00
Your Agreed Upon Weekly Payment Is: 593.60
Your Next RA Payment Will Be: 593.60
For value received,the Purchaser,as continuing security for die repayment of all obligations now or hereafter owing to the Seller,including,without limitation,the prompt
payment,as and when due,of the purchase price of the PMSI Collateral(as hereinafter defined),and die performance of all of the obligations,covenants and warranties of the
Purchaser to the Seller hereunder,hereby grants to the Seller a continuing specific and fixed purchase money security interest in all products supplied,sold or provided to the
Purchaser by the Seller,including the tools listed above,and including all accretions,substitutions,replacements,additions and accessions thereto and all Proceeds thereof
(the"PMSI Collateral").I agree that the Seller named above or its assigns shall retain a Purchase Money Security Interest in the PMSI Collateral until 1 have made all the
promised payments,at which time Seller's security interest shall be released.If I fail to make any of the payments specified,I agree to return the PMSI Collateral to the Seller
or its assigns on demand.Until all payments are made,I agree to retain the PMSI Collateral in my possession in good condition and to notify the Seller of any changes in
employment or home address.In the event that I fail to make the promised payments and the Seller must resort to civil litigation to obtain return of or payment for die PMSI
Collateral,I shall be held responsible for the costs of such litigation including reasonable attorneys'fees.
X X
Page 1 of 1
Rev-1510 EX+(08-09)
SCHEDULE G
10 pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McNatt, Randall D. 21-14-0938
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THINCLUDE
DATE OF TROANSFER.SATTACH A COHEIRPY OF THE DEIED FFOREREAL ESTATE. VALUE OF ASSET ENT AND INTEREST (IF APPLICABLE) VALUE
1 IRA-named beneficiaries are decedent's children: 6,679.68 0.000% 6,679.68 0.00
Joshua R. McNatt and Heather M. MacMurtrie non-
taxable since decedent was under 59 112 years of age
TOTAL(Also enter on Line 7, Recapitulation) 0.00
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
Franklin Templeton Investor
Services,LLC
100 Fountain Parkway
St.Petersburg,FL 33716-1205
FRANKLIN TEMPLETON tel (800)632-2350
INVESTMENTS franklintempleton.com
October 17,2014
James D. Hughes
Salzmann Hughes, P.C.
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015-7451
Subject: Franklin Income Fund- Class A
Account#109-90226895 111
Franklin Mutual Shares Fund- Class A
Account#474-5222839
FTB&T CUST For The IRA Of
Randall D McNatt
Dear Mr. Hughes:
Thank you for your recent correspondence. Franklin Templeton Investments is committed to
providing the highest level of service, and we would like to address this important matter.
We are writing in regard to your request for the values, as of August 15, 2014, of the referenced
accounts for Randall D. McNatt. According to our records,the values were as follows:
Account Number Number of Shares Net Asset Value Dollar Amount
109-90226895111 1,687.338 $2.53 $4,268.97
474-5222839 80.572 $29.92 $2,410.71
Additionally,please accept this letter as confirmation that the beneficiary designation for the
referenced Franklin Templeton Bank&Trust(FTB&T)retirement plan, dated June 6, 2007,and
received by Franklin Templeton on June 11,2007, is as follows:
Primary: Joshua R. McNatt—Son—50%
Heather M. McNatt—Daughter—50%
Contingent: None Designated
In regard to the designation of Heather M. McNatt,please be advised that we have received the
associated marriage license, and we have noted in our records that she is now known as
Heather MacMurtrie. However, she will remain listed as Heather M. McNatt in the designation.
(contd.)
FRANKLIN TEMPLETON.
INVESTMENTS
If you have any questions regarding this matter,please contact a Customer Service Associate,
Monday through Friday, 5:30 a.m. to 5:00 p.m.Pacific Time, toll free at(800)527-2020, and
refer to identification number: 02376-100614. For additional products, services, and account
information, you may also visit us online at www.franklintempleton.com, or call our automated
telephone system,available 24 hours a day, at the referenced telephone number.
Sincerely,
Franklin Templeton Investor Services, LLC
Kris Clark
Representative
Customer Operations
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENTDECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
McNatt, Randall D. 21-14-0938
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 8,140.09
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Joshua R. McNatt Heather M. MacMurtrie
Street Address 5136A Erly Rd.
City Elliottsburg State PA zio 17024
Year(s)Commission Paid Waived
2. Attorney's Fees Salzmann Hughes, P.C. 4,750.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) 3,500.00
Claimant Tina M. McNatt
Street Address 922 Nixon Dr.
City Mechanicsburg State PA ziD 17055
RelationshiD of Claimant to Decedent Spouse
4. Probate Fees 240.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,136.78
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 17,767.37
Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
McNatt, Randall D. 21-14-0938
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Musselman Funeral Home and Cremation Services-funeral services 4,759.99
2 Rolling Green Cemetery-Memorial and lettering 2,033.00
3 Tina M. McNatt-reimbursement for obituary notice in The Patriot-News 302.10
4 Tina M. McNatt-reimbursement for payment to Rolling Green Cemetery for Interment 1,045.00
H-A 8,140.09
Other Administrative Costs
5 Reserve-to be held for closing costs,miscellaneous contingencies necessary to administer 850.00
the estate, postage,etc.
6 Salzmann Hughes, P.C.-reimbursement for payment to Cumberland Law Journal for legal 75.00
advertising
7 The Sentinel-Legal advertising 211.78
H-67 1,136.78
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE 1
Iffpennsylvania DEBTS OF DECEDENT,
DEPARTMENT OFMORTGAGE LIABILITIES AND LIENS
RET
INHERITANCE TAXAXRETURRNN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McNatt, Randall D. 21-14-0938
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 Byram Healthcare-balance of medical service due on 8/7/2014 24.44
2 Erie Insurance-automobile insurance payment 101.08
3 PA Department of Transportation-invoice for repair of guide rails due to decedent's auto 210.00
accident
4 PSECU-balance due on credit card account 224.38
5 Tina M. McNatt-reimbursement for car payments made prior to death for the decedent 3,376.59
TOTAL(Also enter on Line 10, Recapitulation) 3,936.49
(If more space is needed.additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-12)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
McNatt, Randall D. 21-14-0938
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
0 o s stee s
ITAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Heather M.MacMurtrie Daughter 50%of residual
5136A Erly Rd. estate
Elliottsburg, PA 17024
Joshua R. McNatt Son 50%of residual
804 Rosemont Ave. estate
New Cumberland, PA 17070
Tina M. McNatt Wife any jointly
922 Nixon Dr. owned marital
Mechanicsburg, PA 17055 assets
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
R E C 0 RED E-H; 0 F F!0E 0 F
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,"-- - L#EGJQ-:� ('.'7 At
,Will and lestament
10014 SEP 30 PI 9 02 Of
C L Er`;;` Randall D. McNatt
0 R P H Arr
11 I""Ip"404'McNatt ef RRI Box 955, Elliotsburg, Pa. 17024.9754,
Perry County,-Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making void all previous wills and Codicils
heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay
all of my just debts,funeral expenses and expenses Involved or connected with
the administration of my estate as soon after my death as Is reasonably
possible. However, my personal representative need not accelerate and pay
those unmatured obligations which, In his or her opinion, it might be,proper and
more advantageous to retain or renew and pay as they become due and payable.
It I do not own a burial plot or a grave marker at the time of my death, I
authorize my personal representative, in his or her sole discretion, to purchase
a'burlal plot and to erect a suitable grave marker at my grave, and to expend
sums from my estate for that purpose.
SECOND
I give, devise, and bequeath my Gooey BB gun and my.22 caliber rifle to my
son, JOSHUA McNATT.
THIRD
I give, devise and bequeath the rest, residue and remainder of my estate,
together with,all insurance proceeds thereon of whatever nature and
wheresoever situate to my beloved parents, Ralph D. and Grace B. McNatt to
hold in trust and for equitable distribution for the benefit of my children,
JOSHUA RANDALL_McNAYI7 and HEATHER MARIE McNATL Distributions will be at
the sole discretion of my parents.
FOURTH
We 4nd A0poj6t'_my:,pgreq�
e, -c' ofistii- Is ph-W,'ah
I no'In I nit, --' 'd 'G'rAce
fiva_ rdlans.--�o
McN4tt.gs�:j f.my children,for whatever
pr 'ne"s.
ry prior,to
--.the*i'r' '.reac ing-i6".a -'t64tujHty;,-.age 2'j "di r.ect:that no"G09A ahi:,'shall bid'
rid ft)r-tfii6,faithful.tierformanc6�'of jhe'.*:60ardian
req'*0-jo-PY0.*r PPS 001
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,it, Ion.
HFYH
1 grant my personal representative the following powers in addition to and not in
limitation of such powers, as my personal representative shall hold by law:
(a) To retain all property received including the stock of any corporate fiduciary
acting hereunder, provided such property remains productive.
(b) To join in any corporation, partnership, recapitalization, merger,
reorganization or voting trust plan; to delegate authority with respect
thereto; to deposit investment under agreements and pay assessments; and
generally to exercise all rights of investors, including but not limited to,the
voting of the shares.
(c) To mange, operate, repair, improve, mortgage or lease on any terms any
real estate held or owned by my estate.
(d) To operate any business that 1 may own at my death. '
(e) To invest any fund of my estate in any stocks, bonds, notes or other
securities or property, real or personal,without regard to the principle of
diversification or any other statute or general rule of law in hisoler
discretion, it being my intention to give my personal representative the
brriadest investment powers possible,.providing such investments do not
unnecessarily pr%fent the prompt settlement of my estate.
(f) to..sell or otheMse dispose of any property, real or personal, tangible.or
Intangible, at any time forming a part of my estate in any manner and on
such terms and conditions as my personal representative shall see ficin his
or her discretion.
(g) To borrow money for the payment of taxes or for any other proper purposes
in the administration of my estate, and to mortgage or pledge estate assets
as security.
(h) To compromise claims without court approval including, but not limited to,
any,controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate%'inheritance taxes on any interest that may
pass.under this my last Will and Testament.
W To distribute in cash or in kind upon any division or distribution to my
estate.
(j)To.undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of,the .
settlement of my estate.
(k) In general,-to exercise all powers:.in the management_of my estate which any.
individual conk! exercise in the.management otslmilwi. ar.-property owned in his
owri fright uprate such terms'and:conaitions as to him.or.rier.:it;mai seem best :' `
y
and to execut er.all instrument .and o
e and deliv s t d all acts wh�c h r sh
deems necessary or proper..to.carry out fhe u oses..of this MY[Ast Walt.and,
estament
T
y
L.
A
SIXTH
No interest of any beneficiary of my estate, either in Income or in principal, shalt
be subject to anticipation or pledge, assignment, sale or transfer In any manner,
nor shall any beneficiary have the power in any manner to charge or encumber
his interest either in Income or principal, nor shall the interest of any
beneficiary be liable or subject in any manner while in the possession of my
representative for the liability of such beneficiary.
SEVENTH
I nominate, constitute and appoint my.parents,RALPH D. and GRACE R.
McNATT, as Executors of this my last Will and Testament. In the event either is
deceased, the survivor shall serve as sole Executor.
., .0 1 EIGHTH
I hereby declare it to be my expressed desire that my personal representative
employ the law firm of EMILY LONG HOFFMAN of Harrisburg, Pennsylvania, for
legal advice and assistance regarding this my Last Will and.Testament, She
having considerable knowledge of my affairs, views and wishes respecting any
matters that may arise at the probate of this Instrument, the administration of
my estate, and the execution of the powers herein mentioned.
IN WITNESS WH OF, I have her unto set my hand to this my Last Will
and testament this P� day of 1L 2999.
WITNESS:
DAlL D, k1cNATT
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LAST WILL AND TESTAMENT OF RANDALL D. MCNATT
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
. . : SS.
COUNTY OF CUMBERLAND
1, RANDALL D. McNATT, The Testator whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law,do hereby
acknowledge that 1 signed and executed the instrument as my Last Will and
Testament; that 1 signed it willingly, and.that 1 signed it as my free and voluntary
act for.the purposed therein expressed.
• T
RANDALL D. MCNATT
Sworn or affirmed and acknowledged before me by RANDALL D. McNATT the
Testator this day of A&t. ' 1999.
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L'.:
LAST WILL AND TESTAMENT OF RANDALL D. McNATT
AFFIDAVIT
COMWONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
-�t�' K rNc-t-T AND :� ---Y- -� �'-- witnesses
whose names are attached to the foregoing document, 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 and Testament; that he signed
wailingly and that he executed it as his tree and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the
Testator signed the Last will and Testament as witnesses and that.to the best of
our k6owledge the Testator was at the time 18 or more years of age, of sound
mind and under no constraint or undue Influence.
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Sworn or affirmed and subscribed before me by , �` '
and-- � �� ,.7. � << is �!f I` day of /?IL 1999.
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