HomeMy WebLinkAbout01-0166
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
ROBERTJ.MCNAMARA
No. oZ/- cJ;- /6 C,
also known as
, Deceased
Social Security No. 179-30-7927
Pe@oner(s), who Is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
CJI
A. Probate and Grant of Letters and aver that Petitioner( s) is/are the execut_ named in the Last Will of the
Decedent, dated and codicil(s) dated
State relevant circumstances, e.g., renunciatiDn, death Df executDr, ele
Except as follows, Decedent did not marry. was not divorced. and did not have a child born or adopted after execution of the documents offered for
probate; was not the victim of a killing and was never adjudicated incompetent:
CJI B. Grant of Letters of Administration
(c.I.a., d.b.n.c.l.a.: pendente lite; durante absentia; durante minoritate)
Petitioner after a proper search has ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationship
Residence
S/6Tl.3fl
13 "{o T/1 E f<,
90 Ege Drive
Carlisle, PA 17013
i 303 CL IPPER
.. I
Margaret E. McNamara
Sister
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 90 Eae Drive. Carlisle. Cumberland County. Pennsvlvania
(list street, number and municipality)
Decedent, then~ years of age, died November 12.2000, at
(LocatiDn)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ............................................... $
(If not domiciled in PA) Personal property in Pennsylvania. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
(If not domiciled in PA) Personal property in County. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
Value of real estate in Pennsylvania ........................................................... $
T ata I ........................................................................... $
Real Estate situated as follows:
10.000.00
10,000.00
Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
I Signature
7~/&JV".yt~r c!'- ')11cYl~~fi~~
I
Typed or printed name and residence
I
Margaret E. McNamara
90 Ege Drive
Carlisle, PA 17013
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct
to the best of the knowledge and belief of Petitioners and that, as personal representative of the Decedent, Petitioner will
well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this 18th day of
APRIL 2001
~~y (!~H-I<0~h'/'~'e/~~"'7
DECREE OF REGISTER
1./1 ~,; \ / "]/J-
IY~~ c.-_ }/t{~ ~""1:'v~
Marg rat E. McNamara .
Estate of
ROBERTJ.MCNAMARA
Deceased
No. 2] -0 1-1 hh
also known as
Social Security No: 179-30-7927
Date of Death:
11/12/00
AND NOW, MAY 22 ,2001, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 0 Testamentary . of Administration
(c.I.a.; dbnc.t.; pendente Irte; durante absentia; durante minoritate)
are hereby granted to
MARGARETE. MCNAMARA
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters.......................... . $ 40.00
Short Certificate( s).......... $ 15.00
Renunciation................. . $ 10.00
Affidavit ( )................ . $
Extra Pages ( )........... . $
Codicil.......................... $
JCP Fee........................ $ 5.00
Inventory & Tax Forms... $
Other.... .9.9.PJ~.~............ $ .50
Attorney:
1.0. No:
~&~
49679
Address: 3401 North Front Street
Harrisburo. PA 17110-0950
Telephone: 717-232-5000
DATE FILED:
TOTAL........... .....
$ 70.50
:257782_
MAY 1
Register of Wills of Cumberland County, Pennsylvania ' 2001
RENUNCIA TION
Estate of
ROBERTJ.MCNAMARA
No. 21-01-166
also known as
, Deceased
The undersigned,
THOMAS J. MCNAMARA, Brother
(Relationship) (Capacity)
of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request( s} that
Letters be issued to
MARGARETE. MCNAMARA
Witness
mv
hand this
. /....
'Y",
, 200 1
1069 Hoover Drive, North Brunswick, NJ 08902-3220
(Address)
Sworn to or affirm~d subscribed
before me this day of
~~
otary Public
My Commission Expires:
lAURALEJlQa
Notafy PubIc State of New Jersey
.!i~' C0mmt~b" EXDlre~ Junt'!?~ 'S/'
:258246 _1
~
Register of Wills of Cumberland County, Pennsylvania
RENUNCIA TION
Estate of
ROBERTJ.MCNAMARA
No. 21-01-166
also known as
I Deceased
The undersigned,
M. AGNES MCCANN, Sister
(Relationship) (Capacity)
of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters be issued to
MARGARET E. MCNAMARA
Witness
mv
hand this
7/f- UO/LA .
/6 d:Y10f~' 200 1
}J/ Oy04.;~J ~/~~
(Signature) ~
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1303 Clipper Lane. Wilminaton. NC 28405
(Address)
!\ i\ to Lcnih rl~Llt (hc intorrrUiio!1 here e,ivet] i" \..11ITl'cd\ lopil'd 11(1111
llllJI Rl'~istrar. The will 'lw t~)t'\\,nd<.'d t,~ dw \Llh \it
ll.'1llti(.ltl' \ dl';l'l: \111h tJkd with ill'.I'
!~\'\(lI"lb (Will '(l) renlLl tilin~~.
WARNING' It is illegal to duplicate this copy by photostat or photograph,
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COMMONWEALTH OF PENNSVLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
.
-,.
__ COUNTY OF OERH
.
t Cu.mbVtlaYl.d
.....
CMLL.6le. BoJr.o
STillE fILE NUMBER
~--------------------- :Ma!e--h~cUR:~~BER -792;'-
BIRTHPLACE ICoIy aroO P1...4CE OF DE1J'H leI-eel< ""'" Me.- """ ,,,,",,':1.0<'" 00 - -~
Slale Of Fcreogn Counllyl HOSPITAL:
Inpa".n1 0
...
FACILITY NAME (II IlOlln$/'MIOO, Q've SlIee( and nomllefl
7M:t. CMme.l, PA
=1Iy)O
NAME OF DECEDENT (f',~SiM"'ddi6~- _u______
66
Vra
UNDER 1 DIIi
,....---:-:-:---
Hou<s I MI(\ul..
I
AGE (LaSl BorlhOay)
Ie.
CaJr.l~~le. Ho~p~tal
....
KINO OF BUSINESS/INDUSTRV WAS DECEDENT EilER IN
U~S~ ARMED fORCES?
Vb 0 No.e:1
RACE . Amenc:an 1ndi8n. 8lac:k, While. .,e;
,Sptd,) Wh~:te.
10.
DECEDENT'S USUAl OCCUmtOH
.. '~v:on.~.d:c'Io~~~:'i'
.. l1a. G.1taph~c. A.1tti~t l1b. Ne.w~papVt
OECEDENT'S MAIliNG AOOAESS (SIr.... CIlyITown, Slale. Zip Codel DECEDENT'S
90 Ege. VJr.~ve. ~i1~~lNCE
CMl~~le., P A 1701 3 ~~::r::.";""
SURVIIIING SPOUSE
(It ....., lllllO. maldell name)
11a. Slat.
FA
Oicl
clecedenl
live WI a
1OWnsIlip?
1Wp.
".
F1J'HER'S NAME ,Fiest. Mo<\dIe~ Last)
11. Alotj~~u..6 J. McNamMa
INFORMANT'S NAME (type/Plln\)
M.6. MM gM e:t E. McNamaJr.a
loIETHOO OF DISPOSITION
BunaI 0 Cremation .lZ1
0Iher ($peclly)
17b. Goun
Cu.mbVtiaYl.d
cllylbOrO
17013
21C.
171 09
t .
u.,
CorQpIet. rt.ms 23;i-c only wilen cenlly1ng
p/lytic;18I1 IS not avarlallle a. lime 01 death to
c:eruI't ca.... 01 dealh
171 09
.....ElIIATl CAUSE (FInal
doSeaSa 01 eondltoon
resullnr.l on Ollalt\)-
21.
, Ajlptox.......
I inI......_
: .-. ana death
I
l
No~
II..... 24.28 ...... be completed by
~n ",no ptOnOU""'. death
PART II: 0lIllIt Sig/lillcanl condlIiona COnIIlbuIing 10 dutll. but
not rMUllinQ in IIMr ~ ""... given in PAfIT I.
WAS AN AUTOPSY
PERFORMED?
I:
WERE AUlOPSYF~S
A""'LAaLE PRIOR 10
COMPLETION Of' CAUSE
OF OERH?
o ll.. 'n~ \r:" ~ It..1~~ "~r~~
PU~) ~~.~i~
~P\-\ fJU\L ~~,hv...'\
) W
I~~=
_ Ent.. UNDERLYING
CAUSE (Ocsease 01 """'~
INl rllIiaIed .-
,-...no "' '-"1 lAST
Ves 0
MANNER OF oe1J'H
Har",.. ~ HomI<:ide 0
Accident P.ndin9lcw..lillallon 0
Suicide 0 Could not be deI.m\Ined 0
TIME OF INJURY
INJURV 1J' WORK? DESCRIBE HOW INJURY OCCURRED.
,. 0 NoD
2... 2ab.
CERTIFIER ,eMek oniy onel
. CERTIFYING PHYSICIAN 'PhySIC",n ce<blyulg cause 01 dealll when another phvSoCoan has poonounce<l oealh an<l compleled lIem 231
To the beet 01 "'~ knowledve. duth oc:c:_ d..-to \h. ..us.(sland manner.. 11.led. . . . . . . . . . . . . . . . . . . . . . . . . . . .
21.
3,*-
PLACE OF INJURY - A.home, larm. s".... taC1CXY, olfiCe
buiIdin9, .tc, ,Spec,'y)
3Oe.
M. 301:.
_0
No~
No~
lOC1J'1ON (Str_. CIlyITown. SlaI.1
o
'PRONOUNCING AND CERTIFYING PHYSICIAN IPhySoCoan bOIh ;JIooouoc,ng oeath and een,fyOt\Q 10 cause 01 dea",\
To !he bHl of my knowledge, dttaltl """....eel al!he tlm., dal.. and pl.ce. and due \0 the u....(.).nd m.nn.,.. .I.Ied
'MEDICAL EXAMINER/CORONER
On Ihe buia 0' ."aminallon andlor inve.ligalion, in my opinion, dealh occurrad al.he tlma, dale, and place. and du"lo th. caule(.) and
manner .. sfaled . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , .
11..
REGISTRAR'S SIGNATUR~D NUMBER ~
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ROBERT J. MCNAMARA
Date of Death: November 12, 2000
File No. 21-01-0166
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
August 30,2001.
Name
Address
Margaret E. McNamara
M. Agnes McCann
Thomas J. McNamara
90 Ege Drive, Carlisle, PA 17013
1303 Clipper Lane, Wilmington, NC 28405
1069 Hoover Drive, North Brunswick, NJ 08902
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
Date: August 30.2001
.. / _ ~1 ///. ._
///-./-' ~. oj
-:7<4} .:Y".c/~ 1" /""------
Signatur~ .
Vicky Ann Trimmer. Esquire
Name
3401 North Front Street
Harrisburq, PA 17110
Address
(717) 232-5000
Telephone
Capacity:
_ Personal Representative
~ Counsel for Personal Representative
:270745 1
Register of Wills of Cumberland County, Pennsylvania
c:) I. '
(
INVENTORY
Estate of
ROBERTJ.McNAMARA
No.
21-01-0166
also known as
Date of Death November 12, 2000
Deceased
Social Security No. 179-30-7927
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal
assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite
each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside
of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IMie verify that the statements
made in this Inventory are true and correct. IMie understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
Section 4904 relating to unsworn falsification to authorities.
Address
3401 N Front Street, Harrisburg, PA 17110-0950
Personal Representative:
Margaret E. McNamara
1r~~/ }J/f~/(~~
Dated: -6 -/0 -0 )
Name of
Attorney:
Vicky Ann Trimmer, Esquire
I.D No:
49679
Telephone:
(717) 232-5000
DESCRIPTION VALUE
1. Janus Mutual Fund Acct #200267103 $ 3,931.16
2. Transamerica Ins. Refund $ 966.40
3. Transamerica Ins. Reimbursement $ 434.61
4. QSP Magazine - Subscription Refund $ 20.30
5. Keystone Insurance $ 9.91
TOTAL: $ 5,362.38
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative. include the value of each item, but such
figures should not be extended into the total of the Inventory.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
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RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MARGARET E MCNAMARA
90 EGE DRIVE
CARLISLE, PA 17013
______n fold
ESTATE INFORMATION: SSN: 179-30-7927
FILE NUMBER: 21 - 2001 - 01 66
DECEDENT NAME: MCNAMARA ROBERT J
DATE OF PAYMENT: 08/13/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/12/2000
NO. CD 000148
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,133.67
I
I
I
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I
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TOTAL AMOUNT PAID:
$2, 133.67
REMARKS: MARGARET E MCNAMARA
CHECK# 723
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TRIMMER VICKY ANN
3401 NORTH FRONT STREET
HARRISBURG, PA 17110-0950
n______ fold
EST A TE INFORMATION: SSN: 179-30-7927
FILE NUMBER: 21 - 2001 - 01 66
DECEDENT NAME: MCNAMARA ROBERT J
DA TE OF PAYMENT: 10/15/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/12/2000
NO. CD 000386
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17.81
I
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I
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TOTAL AMOUNT PAID:
$17.81
REMARKS: MARGARET E MCNAMARA
C/O VICKY ANN TRIMMER ESQUIRE
CHECK# 738
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/(p-rJ.O 9.. 7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-24-2001
MCNAMARA
11-12-2000
21 01-0166
CUMBERLAND
101
VICKY ANN TRIMMER ESQ
METTE ETAL
PO BOX 5950
HBG PA 17110-1102
~~
REV-1547 EX AFP elZ-DDl
ROBERT
J
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R"fv=is4j-Ex--AFP--fl"2-:oo-r-tio'ficE-oF-YNHEifiTANce-;--AX-XPPRAiSEMENY-,--ALioWANCe-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCNAMARA ROBERT J FILE NO. 21 01-0166 ACN 101 DATE 09-24-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
5,412.38
117,413.03
150,038.30
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
272,863.71
(11)
(12)
(13)
(14)
9.3:77 14
263,536.57
.00
263,536.57
(9)
nO)
8,461.43
865.71
NOTE: If an assessment was issued previously~ lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
263,536.57 X 12 = 31,624.39
.00 X 15 = .00
(19)= 31,624.39
PAYMENT RECEIPT I DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-12-2001 AA478003 1,473.68 28,000.00
08-13-2001 CDOOO148 .00 2,133.67
INTEREST IS CHARGED THROUGH 10-09-2001 TOTAL TAX CREDIT 31,607.35
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 17.04
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .77
TOTAL DUE 17.81
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL 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 FOR INSTRUCTIONS.)
/{~~dOt)' -7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~ t--
o
*
REV-l607 EX AFP 112-00l
Recor ChX}
Re\:(~te'-
JG of
'In!! s
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2001
MCNAMARA
11-12-2000
21 01-0166
CUMBERLAND
101
ROBERT
J
VICKY ANN TRIM~ M 26 All :47
METTE ETAL
PO BOX 5950 ClerK- _,-/00rt
HBG r""m~*Lii~~1Q:O'J PA
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-" = 16oj-EX--AFP--f rz-:o (iY------...--i NifERiYANC'E-iAX-STAf EMENi-OF-ACCOlii-ff--...--------------- - - - - --
ESTATE OF MCNAMARA ROBERT J FILE NO.21 01-0166 ACN 101 DATE 11-19-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-24-2001
PRINCIPAL TAX DUE: ..........................
31,624.39
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-12-2001 AA478003 1,473.68 28,000.00
08-13-2001 CDOO0148 .00 2,133.67
10-15-2001 CDOO0386 .77- 17.81
TOTAL TAX CREDIT 31,624.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .03
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .03
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
(}V/
r
~
STATUS REPORT UNDER RULE 6.12
NAME OF DECEDENT:
ROBERTJ.MCNAMARA
DATE OF DEATH:
November 12, 2000
FILE NO:
21-01-00166
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.
account is:
The separate Orphans' Court No. (if any) for the personal representative's
c. Did the personal representative state an account informally to the parties in
interest? Yes X No
d. 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.
DATE:
/ c' /1 '7 /~i -'L
(~~4!~ a:.bG~<~~~_
Signature
Vicky Ann Trimmer. Esauire
3401 N. Front Street. Harrisbura. PA 17110-0950
(717) 232-5000
Capacity:
Personal Representative
x
Counsel for Personal Representative
:308271 _1
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 10/08/2002
MARGARET E MCNAMARA
90 EGE DRIVE
CARLISLE, PA 17013
RE: Estate of MCNAMARA ROBERT J
File Number: 2001-00166
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/12/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
{)~}tJ. t?W~ /,Oi P~,.w,,-,
MARY C. LEWIS .~~~
REGISTER OF WILLS
cc: v' File
Counsel
Judge
~ oZ
?
\I(
I () - '7 - c
,-
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 0166
COUNTY CODE YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
M::Namara, Robert J. 179-30-7927
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
11/12/00 9/16/1934 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3, Remainder Return
CHECK ~' OrIginal Return ~' Supplemental Return 8 (date of death prior to 12-13-82)
APPRO- 4, Limited Estate 4a, Future Interest Compromise 5, Federal Estate Tax Return Required
(date of deatt1 aHer 12-12-B2)
PRIATE 6, Decedent Died Testate 7, Decedent Maintained a living Trust 0 8, Total Number of Safe Deposit Boxes
(Attach copy of Will} (Attact1 acopyofTrust)
BLOCKS 9, Litigation Proceeds Received 10, Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (AttachSch 0)
i'fIl$~t@N;MQ$\t;\lltq~p;'iigw~rii~~.@qijflPllfttj~m~JI!!@ijM4TIQj,j$ffl:!Qi;Pj,jI!IlI!lj@(~IlTI:lt
NAME COMPLETE MAiliNG ADDRESS
COR- Vicky Arm Trill1lEr, Esauire 3401 N. Front Street
RE- FIRM NAME (If Applicable) ro Box 5950
SPON
DENT Mette, Evans & Woodside Han-isburg , PA 17110-0950
TELEPHONE NUMBER
717-232-5000
NOne OFFICIAL USE ONLY
1, Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) N::>ne
3, Closely Held Corporation, Partnership or SoJe-Proprietorship (3) None
4, Mortgages & Notes Receivable (Schedule 0) (4) NOne
5, Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 5,412.38
6, Joinlly Owned Property (Schedule F)
0 Separate Billing Requested (6) 117,413 .03
RECA-
PITULA- 7, Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 150,038.30
8. Total Gross Assets (total Lines 1-7) (8) 272,863.71
9, FUneral Expenses & Administrative Costs (Schedule H)(9) 8,461.43
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 865.71
"11. Total Deductions (total Lines 9 & 10) (11) 9,327.14
12, Net Value of Estate (Line 8 minus Line 11) (12) 263,536.57
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 263,536.57
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15, Amount of Line 14taxableatthespousaltax
(ate, orlransfElTsunderSec. 9116{aX1.2) X ,0 (15)
TAX 16, Amount of Line 14 taxable at lineal rate 0.00 X,O 45 (16) 0.00
-
COMPU- 17. Amountof Line 14 taxable at sibling rate 263,536.57 X .12 (17) 31,624.39
TATION 18. Amountof Line 14 taxable at collateral rate 0.00 )( .15 (18) 0.00
19, Tax Due (19) 31,624.39
20, 0 l~qKB$R:e{ifYQ\)iMgag(:iij~li@;"ij~NbPll;ii.#Q,@!R:p.ii.~ijfl
. . ....................................;;W;$l$$l)i3ltr.oA!l$~l'\i$QQii\;ltl.o!l$;Ql'!Fi"AtliiF~l'\!lPRiiGB!,(GI<Mi\i'tH,*........................ ..
o PA15001
NTF 29755
Copyright 2000 GreatlandlNelco LP- Forms Software Only
Estate of: Robert J. McNamara
21-01-0166
SLM>1ARY OF ALIDCATICNS 'TO BThIEFICIARIES
Taxable at sibling rate
Margaret E. McNamara
263,536.57
PA REV-1500 EX (6-00)
Page 2
Decedent's ComDlete Address:
STREET ADDRESS
90 Ei:!e Drive
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
31,624.39
28,000.00
l,490.72
Total Credits (A + B + C)
(2)
29,490.72
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Une 2 is greater than Line 1 + Une 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(3) 0.00
(4)
(5) 2,1.33.67
(5A) 0.00
(5B) 2,1.33.67
..'..-.-.....".,'.-,..,_._'.:.,.;............,-.-..,.-:-......-,-.,_.,.,.:...-,._'.-,.....-,-.'.-..'.:.,.-,._'_.,'...-.-.'-',_......-,'.,,'...'.,,-,'_.......,..-.',._,..,...,-.;....-,.....-,-..-...-'
..,'..
....-.-.._....:'".-':..,:'",:"::,:;:":'",,,:)'::,::;;:,:;:::,;"",::,,:'::,:;;" ':;":':"':':}":':'::"::::';::: "":/:";,;:,;:,,::,::;:,,:,,::,,,:,;,,,,:,:::,:,.;.,....
PI..EASEANSWERTtiEFOI..LOWING QUESTIONS BYPI..ACING AN ")("jN THEAPPROPRiATEBI..OCKS
"",:"-";,,,:-:,:,,,;-,,;,:,:,,:,,(:,,::,:,:::,../.-.
1. Did decedent make a transfer and:
8, 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 "in 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . , , . , . . , . . . . . . ' . . . . . . .
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 perjUlY, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and behef, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which preparer has anv knowledQe.
SIGNATURE OF PERSO ESPONSI E.f.9fllFILlNG RETURN DATE
L C; tell<< '9-/0 0
ADDRESS
See Schedule attached
SIGN~ OF ~~AN REPRESENTATIVE
AD6ESS 4- A' ~
3401 N. Front Street, PO Box 5950, HarriSburg, PA 17110-0950
Yes No
~ I
8 ~
liS
o
DATE
8-/0- 0/
..'-,......,-.:-....:.:.:.-,.-:-.....,-...
....:',-,-:-_.,':.....-',.,.-.
F~.~...d~'t~'~'.~-f.''d'~~i'h''~;.:~:~'-~~:1~~.:'J::;i:y-.:'1:~'-1994._~'~'d:.:b.~f~~.~.:J~~~.~.~:;:'1':'.:1'9'9{':~.h-~';t~;-;'~t'~:-i-~:p:~'~"~d:';~-'t-r;-'~':.~.~{~~'Y~.~.'~'f"t'~~'~;~;f;~.~:-'t~:
':~:~-:f'~~'th:~:.~~:~;.~-f''th:~.~.~'~i~l:~:9:-~.~~~~:~'-(~':3~i~"'.'.
[72 P.$. 9 9118 (al (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate is imposed on the net \lalue of transfers to or 101 the use of the surviving spouse is 0% [72 P.S. 9 9116 (a) (1.1)(iiJ].
"The statute rlO!!~ not p.xp.mr:Jt a transfer to a surviving spouse from tax, and the statutory requirements for disc.losure of assets and filing a tax return are still app)jcable even
if
the surviving spollse is the only beneficiary.
For dates of death on or aHer July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
ora stepparent of the child isO% [72 P.S.1l9116(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%, except as noted in 72.P.S.!i 9116(1.2) [72 P.S. II 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% (72 P.S. II 9116(a)(1.3)]. A sibling is defined, uflder Section 9102, as an individual
who has at least one parent in common with the decedent, whether by blood oradoption.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Robert J. M:::Nam3ra
21-01-0166
The following person(s) are signing the return as representative(s) of the estate:
Margaret E. M:::Nam3ra
90 Ege Drive
Carlisle, PA 17013
REV-150B EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J. M:::Namara
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0166
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right 01 survlvorshl must be disclosed on Sch. F.
ITEM
NO. DESCRIPTION
VALUE AT
DATE OF DEATH
1 Janus Mutual F\md Ac=unt #200267103
3,931.16
2 Keystone Ins. - accident insurance refund
9.91
3 'I'raIlSaITerica Ins. - long term care insurance - refund of premium
966.40
4 'I'raIlSaITerica Ins. - tredical reimburserrent
484.61
5 QSP Magazine - refund of subs=iption fee
20.30
TOTAL (Also enter on line 5, Recaoitu\ation) $
(If more space is needed, insert additional sheets 01 the same size)
5,412.38
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 NelcQ, Inc.
REV-1509 Ex + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J. McNamara
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-01-0166
If an asset was made JoInt withIn one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANTIS) NAME
A Margaret E. McNamara
ADDRESS
RELATIONSHIP TO DECEDENT
Sister
90 EJge Drive
Carlisle, PA 17013
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
JOINT account number or similar identifying number.
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A Waypoint Bank Checking Account 27,517.08 50 13,758.54
#20035964
A Interest on above item accrued 49.70 50 24.85
as of decedent's death
2 A Waypoint Bank Checking Account 36,829.54 50 18,414.77
#20036012
A Interest on above item acc:rued 33.26
as of decedent's death
3 A Waypoint Bank Checking Ac=unt 11,395.52 50 5,697.76
#90718040
A Interest on above item accrued 2.09 50 1.04
as of decedent's death
4 A PSECU Checking Account 10,193.41 50 5,096.70
#0191264007
A Interest on above item accU1ed 6.17 50 3.08
as of decedent's death
5 A SUsqueharma Valley Federal 445.29 50 222.64
Credit Ulion Savings Ac=unt
'Ibtal fran continuation paqe (s) 74,160.39
TOTAL (AlSO enter on line 6, Recapitulation) $ 117,413 .03
7 CPA91 NTF 10909
(If more space is needed, insert additional sheets of the same size)
Copyright Forms SoHware Only, 1997 Nelco, Inc.
Page 2
Estate of: Robert J. M:::Namara
Date
Item Joint Made
No. Tent. Joint
5 A
A
6 A
A
7 A
21-01-0166
SCEEDULE F
Jointly-Owned Property
Description
Date of Death
Value of Asset
% of
Deed's
Interest
Date of Death
Value of
Deed's Int.
#1179-40
Interest on above item accrued 1.43 50 0.71
as of decedent's death
PSEClJ Savings Account 44.33 50 22.16
#0191264007
Interest on above item a=ued 0.04 50 0.02
as of decedent's death
90 Ege Drive, Carlisle, 148,275.00 50 74,137.50
CUmberland Cbunty, PA
(CUmberland Crossings
Retirement Herre - total value
$148,275.00
'IOI7\L. (Carxy forward to main schedule) . . . . . .
74,160.39
REV-1510 Ex + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J. McNanara
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
n-01-0166
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 EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE
RELATIONSHIP TO DECO & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 AliErican Express IRA AcCOllllt 29,782.14
#01123916309 7 002
2 American Express IRA AcCOllllt 6,974.30
#01373916309 8 002
3 American Express IRA AcCOllllt 8,194.80
#01383916309 7 002
4 AliErican Express IRA AcCOllllt 10,730.58
#02373916309 7 002
5 AliErican Express IRA AcCOllllt 10,987.17
#02383916309 6 002
6 Fidelity Cbntrafund - 401 (k) 10,712.14
Savings Plan -Patriot News Cb.
7 Fidelity Magellan - 401 (k) Savings 10,180.99
Plan - Patriot News Cb.
8 Fidelity Asset Manager - 401 (k) 8,100.01
Savings Plan - Patriot News Cb.
9 Fidelity Puritan Fund - 401 (k) 7,793.87
Savings Plan - Patriot News Cb.
10 Fidelity Government Incare - 401 (k) 5,624.76
Savings Plan - Patriot News Cb.
11 Janus Venture Fund #201743451 6,177.88
12 American Express Annuity AcCOllllt 23,134.02
#93001907010 9 004
13 AliErican Express Annuity AcCOllllt 11,645.64
#93102007530 1 004
TOTAL (Also enter on line 7, Recapitulation) $ 150,038.30
7 CPA01 NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1511Ex. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J. McNarrara
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-0166
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
See Schedule attached
Total fran contirruation page (s)
3,088.35
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State
0.00
Zip
Year(s) Commission Paid:
2. Attorney Fees Name: !VEtte, Evans & W:x:xiside
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
5,000.00
0.00
4. Probate Fees
70.50
5. Accountant's Fees
120.00
6. Tax Return Preparer's Fees
0.00
7 Register of Wills - additional short certificates
15.00
8 Register of Wills - filing fee for inheritance tax retmn and
inventory
25.00
9 Transportation for Executrix
60.00
10 Medical Chart
82.58
7 CPA11 NTF 10911
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,461.43
Estate of: Robert J. McNamara
SGlEOOLE H, PART A -- Funeral Expenses
Item
No. Des=iption
1 Cremation Society of PA
2 Tbank You Cards, Postage, Marrorial Board, etc.
3 Hal Y Cards
4 Marrorial Masses
5 M::>rn.nrent - engraving
6 Angel Scent - flowers
7 Obituary
8 Grave opening
9 Ftmeral Mass
10 Flowers' Restaurant - funeral lnncheon
11 Giant & Nell's Market
'IOI'AL. (Carry fo:rward to main schedule) . . . . . .
Page 2
21-01-0166
l\m::Junt
1,305.00
126.52
60.00
450.00
58.00
222.60
27.50
210.00
115.00
393.17
120.56
3,088.35
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert J. M::Namara
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-01-0166
DESCRIPTION
AMOUNT
lOne-half of PSECU Visa Account, a=t is joint with sister.
TOtal balance is $440.10.
220.05
2 Ct.urberland Crossings jointly CMIJed with sister. TOtal due is
$811.25.
405.63
3 Utility Bills (gas, electric, etc) owed jointly with sister.
TOtal amount is $100.72
50.36
4 Alert Phaxmacy - rredications
76.92
5 Sprint Telephone
112.75
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
865.71
Copyright Forms Software Only, 1997 Nelco, Inc;.
. .
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Robert J. McNamara
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not list Trustee(s)
1 Mrrgaret E. McNamara
90 Ege Drive
Carlisle, PA 17013
Sister
21-01-0166
AMOUNT OR
SHARE OF ESTATE
263,536.57
ENTER DOLLAR AMTS. FOR DISTRIBS. 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
N:lne
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
N:lne
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelca, Inc.
0.00
~
JANUS
~
100 F!LLMORE SiReST. PO BOX 173375. Oe:NVE!'l. COI...ORAOO S0:1\7.337~ \J -\0
PH: ;;103.3J3-3S63 . http://www.l...n~19.com 't--
February 8, 2001
FE8 t 52001
Vicky Ann Trimmer, Esquire
Mette, Evans & Woodside
3401 N Front St
PO Box 5950
Harrisburg PA 17110-0950
Reference: 00913061
Janus Venture Fund
Account Number 201743451
Inv Fiduciary Trust Cust IRA
a/ c Robert J McNamara
Dear Ms. Trimmer:
We've received your recent request for information on the above referenced account. As of
November 12, 2000, the above account held 80.149 shares at $77.08 per share, for a total
unaudited account balance of $6,177.88.
If you'd like to reregister the account referenced above, we'll require the following
documentation:
A completed IRA Application from Margaret McNamara, if she chooses to roll the assets into
an account in her name.
A certified copy of the death certificate for Robert J McNamara dated within the last sixty
days. This document must bear an original stamp or seal of the court
- A signed letter of instruction bearing the signature guarantee of Margaret McNamara, advising
what she would like done with the assets from the above mentioned account.
A signature guarantee assures a signature is genuine and protects investors from unauthorized
requests. The following financial institutions may guarantee signatures: banks, savings and loan
associations, trust companies, credit unions, brokers/dealers, and member firms of a national
securities exchange. Call your financial institution to see if they have the ability to guarantee a
signature. A notary public can't provide a signature guarantee.
I"UNDS DISTRIBUTED BY )A,NUS DISTRIBUTORS. INC. M5MseFl: NAsa.
LHG0040537
~I Way~qi!'Kt
LOOK FOR US. WE'LL GET YOU THERE.
\~~\\ ,\
DECEMBER 20, 2000
METTE EVANS & WOODSIDE
340\ NORTl-I FRONT 5T
HARRISBURG, PA 17110
The infomlation which YOLL requested on the ROBERT MCNAMARA DECEASED
(Social Security Number 179-30-7927) is as follows.
Accrued Interest
20035964 20036012 90718040
CHECKIlNG CHECKING CHECKING
121895 111495 072491
27517.08 36829.54 11395.52
49.70 66.52 2.09
27566.78 36896.06 11397.61
no no no
Account Number(s)
Class of Account
Date Opened
Principal Balance
Balance at Date of Death
Account Ownership
Name of Joint Owner, ifany
Date Ownership Was Established
MARGART MCNA~oINvIARGARET MC MARGARET MCNAMI4 RI1
N~1\\A('11
121895 111495 072491
PLEASE COMPLETE W-9
Additional Information Requested
S~ly, 'PJIt
1atL~ilr!' C i'1I/h7'
K3thy L. Yf=<J ' "
SEnicx S2rvices Pep.
PO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-/711
Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com
PSEC~
PENNSYLVANIA
STATE EMPLOYEES
CREDIT UNION
December 19, 2000
Account # 0191264007
TINA L. OTTO
C/O METTE EVANS & WOODSIDE
340] NORTH FRONT ST
HARRISBURG, PA 17110-0950
Dear MS. OTTO:
The following is the status of MARGARET E.. MCNAMARA's account with PSECU as of the date of
death of Robert J. McNamara on November 12, 2000.
Joint Owner's Name
Date Established
ROBERT J. MCNAMARA, Joint tenant with right of survivorship
12261989
Share(s)
Regular Shares (SI)
Checking Shares (S4)
Balance
$ 44.33
10,193.41
Accrued Dividend
$0.04
6.]7
Loan(s)
Personal Service Loan (Ll)
VISA (L9)'
'PAID
Balance
$ 0.00
44010
Accrued Interest
$0.00
0.00
The dividend earned from January 1,2000 through the date of death was $223.26. We do not have safe
deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our tol1-
free numher, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227.
Sincerely,
fJ:- (:
~. .,,1 " /' i ;;
,., . v ~\.Xf):'T
Meacie Fair~
Member Service Representative
Finance Support Unit
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990' (717) 234.8484' (800) 237-7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013' (717) 777-2100 (TOO)' (800) 472-1967 (TOO)
www.psecu.com
Savings federally insured up to 51 OO,QOO by the National Credit Union Administration.
SUSQUEHANNA
~ ~ VALLEY
FEDERAL CREDIT UNION
January 24, 2001
Tina L. Otto
Mette, Evans & Woodside
P.O. Box 5950
Harrisburg, PA 17110-0950
Re: Estate of Robert J. McNamara
Dear Ms. Otto:
The above referenced decedent had a joint share savings account, Number
1179-40, with this Credit Union. The account was opened and titled in this
fashion since June 5, 1978. The date of death balance was $445.29 plus
accrued interest of $1.43 for a total of $446.72. The joint owner, Margaret
McNamara, closed the account on November 21,2000.
Sincerely,
- / /' b'-;::::
/1' /0; / _;:FL-6ru...----
Larry L. Stoner
President/CEO
~.
( ~.
.~
1213 SLATE HILL ROAD' CAMP HILL, PA 17011-8035
LOCAL: (717) 737-4152 TOLL FREE: (800) 948-l454 FAX: (717) 737-0589
i~~
,~
~
FRI 11:40 FAX 606 431 0259
--- '-' -. "-- --, - -_.'- -.
The Patriot-News Company
401 (k) Savings Plan
#BWNFXRL
ROBERT MCNAMARA
90 EGE DR
CARLISLE, PA 17013-7621
ENV#SM000039
SM 40472 T
Your Account Summary
Beginning Balance
Change in MarKet Value
Ending Balance
$42,847.22
-435.45
$42,411.77
AddiEionallnformation
. Vested Balance
. Dividends & Interest
$42,411.77
$29.06
Your Persona.l Rate of Return
This Period -1 .0%
Year fa Date -0.7%
Your Personal Rate of Return is oalculat9d with the time.weigh!ed
formula. it formula widely usvd by financial analysts to calculate the
investment earnings of a portfolio. It r9fleds the results, ot your
investment s~lactjons as well as any activity in the aCCOU(l1. There
are other Personal Rate of Raturn formulas used that may yield
different fesutts. Remember that pa5t perlorrnanc:a is no guarantee
of future results.
'__ FIDELITY
!ill 002
Fidelity" In"estmenls~
Retirement Savings Statement
Odober 31 , 2000 . November 12, 2000
Social Sacurtly Number: 179-30-7927
~ For information virtually 24 hours a day call:
1-800-835-5097
Inlemel Address: hup1lnatbenelits.401 k.com
Representatives are available 8:30 AM . 8:00 PM
Your Asset Allocation
. Slacks 70%
. Bonds 28%
o Short-term 2%
Your account is currently allocated among the asset dasses
specHied above. Percentages and totals may not be exact due
to rounding.
The Additional Fund Information section lists the allocation 01
your blended funds.
Market Value of Your Account
Displayed in this section is lhg value 01 your account 10r lha sta.tement period, in bQlh shares and dollars.
Markel Value
o 10/3 000
MarKst Valua
on 11/1212000
Inve tm
Shst'9S on
0130 000
Shares on Pries on Price on
11/12 00 10/3 /2000 11 2/20 0
..,........'...".,:...,...,...
,:,,:,;::::,~:,::"i:-":'" '.,.,_
""";;'~;.~i6
81.474
Stl!~1(16~AAIiTi~nt<i...
Fidelity Conlratund
Fidelify Magellan
Ell~~dl!(jFill1<llt\v..h'Mntjr',
Fid ASset Manager ... '" ..,.
Fidelity Puritan
193.920" .......
81.474
.,'.,.......,','.'7":..,.'.:,',.:.
~jg,X23 .....
411.938
:,:',:,:,:: ..;:,"..,....;.::::'
...,,';,...',','-
436.423
411.938
El~jj.~'ln:.\~~Iiii"!lI~'.'.'"
Fidelity GOVllncome
;;:;;;"".-.
.':<:,'...
".::;';'..,
... . 585.:303
.........:.'.,..
....>~'\;23~O$ ;.....
10,796.53
10,442.52
... ....foi$20;!l93.,13
10,712.14
10,180.99
''''''''''''''''''"",,:.''
:::,:::O:;/::.::;::":i:':':;;:;::,
. $55.24
$124.96
.....~\k~~.....
$19.03
., . - :."" ".::;,; :':' ::,,' ~ ",.
$18.56
$18.92
'O.$16.1195;jj3; .
'8,156.75 .
7,839.18
...... ....$J;!;"i8l!3,1l.$
8,100.01
7,793.87
.-,..'....".,
','..$.5;81:3;?~. ....
5,613.24
if:r;2iZ:
.'+:'~;!!2q;7.El.
5,624.76
..:.::,'::"
.;.'.:,:,::
.. ,-,:,:;',
';::':,:,:.,:,::
$9:64
$9.61
0039 SM000039
0001 20010215 SM4K
PleasliI f9ad lhis statement carefully. Any error must be reported to Fidelity 'nve~mems within 90 days.
179307927
Page 1 at 5
Financial
Advisors
IDS LIFE INSURANCE COMPANY
AMERICAN EXPRESS FUNDS
AMERICAN EXPRESS CERTIFICATE COMPANY
AMERICAN EXPRESS BROKERAGE
70100 AX? Financial Center
Minneapolis, MN 55474
December 22, 2000
DA VID L JOHNSON JR
19 S HANOVER
STE 103 - [04
CARLISLE, PA 17013-3307
Deor DAVID L JOHNSON JR:
Thank you for your recent inquiry regarding ROBERT J Me NANIARA's accounts. These are the values
of the accounts as of 11/12/2000. At _t_he end of this tetter, you will find a list of benetlciaries shown in our
initial review of the deceased's accounts.
Account Information
Mutual Funds
Account Number
011239163097002
013739163098002
013839163097002
023139[6309 7 002
023839163096002
Annuities - Post 1985
Account Number
93001907010 9 004
931020075301004
Mutual Funds
Account Number
011239163097002
01373916309 8 002
01383916309 7 002
023739163097002
023839163096002
Annuities - Post 1985
Account Number
930019070109004
93102007530 1004
Ownershio
IRA ~ beneficiary designated
IRA . ben~ficiary designated
IRA - benettciary designated
[RA - beneticiary de::;ignated
IRA. beneticiary designated
Ownershio
Individual
IRA - beneticiary designated
Total Valu~
$29782.1~
$6974.3
$8194.8
$10730.58
$10987.17
Total Value
$26134.02
$11645.64
# of shares
6371.210
653.636
302.950
[003.796
382.695
Asset Value Per Shure
4.660
10.670
27.050
10.690
28.710
Please note that the values indicated for any Life Insurance product(s) reflect the gross death bene tit at date
of death, not the cash value.
Insurance and annuities are issued by IDS Life Insurance Company. an Americall Express company