HomeMy WebLinkAbout08-11-15 � Y ;��� 1505614},(l5
�#�""„'e"`�'� ex(os-ia��Fty
REv��.�•J{�o oF�rciAt use ahn.�
Eureau of Individual Taxes County Code Year fiie N�m��r
t}o aax 2so&al lNHERIT/�NGE TAX RETtJRN �a,�9
Harrisburg, PA 17128-Ob01 RESIDENT DEGEDENT •�� ��
ENTER DECEDENT INFORMATiON BEl.OW
Sociat 5acurity Number �ate of Death RAMDbYYYY date of Bisifi MMDDYYYY
149- 19122014 Q6031�82
Oec�cienYs�ast Narrre Suffix Decedent's Fir-st Name A�I!
Avere�t Malinda J
(ff Appllcable)Enter Sunriving Spouse's le►formation Belaw
Spause's Last Mame Suifix Spouse's First Name MI
TI-IIS RCTURI�i R�U�T BE�iLE43 tN E3i�P[.iCAT'�WiTFI TFtE
REGtSTER OF WlLLS
FfL�IN APPftOPR1ATE Q1fALS BELQW
� 1.Originai Retum p 2.Supplemental Rstum O 3. Remainder Retum{date of death
pner to 12-13-82j
p 4.Agriculture F�emption(date of Q 5.Future InYerest Gmnpromise(date of � S. Federa!Estafe TaX Retum Re4uired
deafh on ar after 7-i-20121 deaih after i2-42-52}
(tg 1.Decedent Died Testate Q 8.Decedent 4eFainfained a Living Trust �_ 9. Total Numbes'of Safe Daposii Soxes
{Attaeri copy of wi1l.j (Attacn copy of±rust,)
� 10.Litigation Praceeds Received (� 91.Non-Probate Transfere2 Return O '12. deferrai/Efsclion of Spousal Trusfs
(Schedule F and G Asseis tlniq)
G� 13. Business Assets a �4.Spouse is Sote Benef�ciary
(No trust involved)
C�RI2ESF�NUfNT-Tt11S SECT6dN MU57 BE C4Mi'LETE1?.AtL Ct1RRESPUtuDENCE Rti�i Ct�HF4DEKTiA1.TAX{HPORMATIOF6 SHGI3CB BE D#REC'f'ED T0:
��� Daytin�e Telephane Number
Andrew L.Saylor-Gamaliei Law Firm 717-686-7876
First�te otAd�ress
2'!1 N.32nd Street
Sec,�md L"sne of Address
City ar Post Qftice State ZIP Cocie
Paxtang PA 17111
Cars°sspondent's email address: �ttdy CC-laW COm ��
EtEGiSTER 4P WiLL3 USE Lp � � �
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REG�gFER ru yytt�5 USE�NLY i.J C:.- ....._
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pLEASE USE ORlGiNAL FOItNI QNLY �
S9de 1
� � � �t#�61�D5� �t� 3,5�56ZyZD5 J
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� 15a56�4205
REV-1500 EX{FI)
Decedent's Sociak Security tdumber
_ _ ___ _
oe�eae�r5 r�ame: Malinda J.Averett 149-76-5467
RECAPffIJLATtON
1. Real'Estate(Schedu�A}............................................. 1. �
2. Stocks arod Bonds Schecfule B ....................._....... 2. �
( }..........
3. Ctasely Field Car�wratiow,Paztn�ship a Sote-P�oprietorshi{�{Sct�edute C) ..... 3. �
4. MoRgages ancf Notes Receivable(Schedule D)........................... 4. _ �
5. casn,Bank Deposits and Miscellaneous Personsl Properiy(8ched�EJ....... 5. 31,206.9Fi
, B: Jandy Owned PropertiY(Schedule F} O Separate 9�fing Requested ....... 6. _Q
7. fnter-lrroos Transfers�Misosltaneous Non-Probate Property �
(Scheduie f} O Separate 8�'mg Fiequesied........ 7.
8. Totai Gross Assets{tota4 Lines 1 through 7}..........._................. 8. ; 31,2�6_96 '
9. Fur+erai E�enses a�d Arlministrative Costs(Schedule N)....•.............. 9. ; 1 fi,908.38 '
10, aebts of Decedent,AAortgage Liab�ities and Liens(Schedule 4}............... 10. 2Q,071.30
91. 7otai Deductlons(total L.ines 9 and 10}...............•.•--•............ 'IL 36,979.68
12 Met Value af fstete(Line 8 mgws Line 1Y}.............................. 12. : (5,772.72� ;
_ _,._.. , __ _
13. Charitahie and Cxwstrxne�tat SequestslSec.91'13 Tnis4s iw whicl�
an etection ta tax has not been mada(Sehedule J} ........................ 13. 0
_ __ _ _ _
14. Net Valus Subjed to Tax(Line i2 minus L'me 13} ........................ 14, 0 '
TAX CAlCULATtOM•SEE tNSTRUCTiQMS FOR APPLICABLE RATES
15. Amount of Line i4 taxable
at the spc�usaf tax rate,or _ _
#ransfers under Sec.9116 _ _ _
(ax1.2}X.0._ t5.' � ;
_ .. __ , _ _ . _ .___ � _ ._,
1fi. Amount af Line 14 taxable �
at iineal rate X.0_ 1 S.
__ . _ _
17. Aanow3t of tine 1d te�bie � :
at sibHng rats X.i 2 17.
. ... _ .,_ _ --. ... ,.. ...:, __ ..__. ,
18. Amount nf Li�e 14 taxable D
8t ooHa#eraf rate X.1b 18.
19. TAX DUE...................... . _ ..._.....----...........--- i9. � '
24. ff�t IN THE OVAL!F YOU ARE REQUESTlNG A f2EFUND OF AN OVERPAYMENT O
Ifnder pe�tCi¢s af perpay,P detiare 1 hava eammit�d ftds reWm.incfudin9�N�R9�tedules ard sbterrietds.and�the b�t afi my tuwvatedge and befief,
tt is We,mirec[and complete.Detlaration of preparer other fhan Ihe person+esponaiDle for flling ihe retum is based on�1�formation oF which preparer has
arry knowleciga.
SiGNAT F�SON SPONS lING RETUi�i p� ��/S�
O
RDORESS
4 Cobblestone Lane,Long Valley NJ 07853
31C�NATttRE OF THEft T E fIE FaR F1L1NG TH£RETURN Q OD I�V�S
c�
ADdRES3
211 N 32nd Street,Paxtang PA 17111
Side 2
� � ��������� 15856142�5 J
REV-150Q EX (FI) Page 3 File Number
Decedent's Complete Address:
DECEDENTB NAME
Malinda J.Averett
--— _. .._—
STREETA4DRESS
29 West Goaver Street
_.._. __—__._ _ - -
CITY __ _ � STATE ; ZIP
Mechanicsburg P� ! ��o��
Tax Payments and Credits:
t. Tax Due fPage 2,Line 19) (�) �
2. CreditslPayments
A.Prior Payments _
B.Disco�nt
. __ ._ _
_ __.
{See instructions.) Tota(Credits(A+B) (2j 0
3. Interest
(�) 0
4. If line 2 is nreater ihan Line 1+Line 3,sn#er the difference. This is fhe OVERPAYMEiVT.
Fiti in ava#an Rage 2,Line 20 to request a refund. (47 0
5. If Line 1+Line 3 is greater fhan Gne 2,enter the difference.This is the TNC QUE. {5) �
�iake check payable to: REGCSTER OF WILLS,AGENT.
PLEASE ANSWER THE FQLLOWING QUESTIONS BY PLACiNG AN "X" IN THE APPROPRIATE BL(}CKS
1. Oid decedent make a transfer and: Yes No
a. retain the use or income af the property transferred.......................................................................................... ❑ �
b. retain the righi ta des6gnate wha shall use the praperty transferred or its incame ............�............................... ❑ �
c. retain a reversionary inferest.............................................................................................................................. ❑ �
d. receive the promise for life of either payments,benefits or;:are?...................................................................... ❑ �
2. !f death occurred after�ec.i2,1982,did decedent transfer property witrin one year of death
withouT receivir�g adequa#e consideration?.............................................................................................................. ❑ �
3. Did decedent owr�an"En trust for"or payabie-upon-cieath bank account ar secunty at his or her death?.............. {.� .
4. Dld decedent o,un an individua!retirement account,annuity or oi�er nor,-pro6ate property,v�hich
contains a beneficiary designa5on? ...........................................................................................
............................. � ❑
IF THE ANSWEFt TO ANY OF THE ABOVE QUESTIONS IS YEB,YOU MUST GOMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on ar after Ju(y 1,1994,and before Jan.1,1995,the tax rate imposed on the net value ofi transfers ta or for the use of the surviving spouse
is 3 pe�cent(72 P.S.§9116{a)(1.i)(i)].
For dates of deaih on or after Jan. 1, 1995, t�e tax rate imposed on the net value of transfers to or for ihe use of the surviving spouse is � percent
[72 P.S.§9116(aj(1.1){i�)],The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for discfosure of assets and
filing a tax retum are stiti applicabie even if the surviving spouse is the only benefiraary.
For dates of death an or after July 1,2QOQ:
. The tax rate imposed on the ne#valt�af transfers from a deceased child 29 years of a�e or yaur�ger at death to or for the use af a natural parent,an
adopfive parent or a step-parent of the child is Q percent[72 P.S.§9116{a)t1.2)].
. The tax rate imposed an the net value of transfers to or for the use at the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a j{1)].
. The tax rate imposed on the net value of transfers to�r for the use of the decedent`s si�fings is 12 percent(72 P.S.§9116(a)(1.3}j.A sib{ing is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adop6on.
REJ-25�J�EXT(C�-ISj
�i ;i penns�rEvania SCNEDULE E
� DEFARTMENTOFREVENUE CASH, BANK DEPOSITS &MISC.
InhER�;a"�E��x R�?uH" PERSONAL PROPERTY
RESIDEhtT DECEDENT
ESTATE Of: FILE NUMSBER:
Malinda J.Averett 21-15-0059
Incfude the proceeds�f Iitigation and the date the proceeds were received by the estate.
Aif property jointty owned with right of survivorship must be disclased on Schedule F.
�E� VALUE AT DATE
NUMBER DESCRIPTION OF DFATH
�• PNC Accaunt No.5114228596-date af death balance(no accrued interest) 330.18
2. PNC Account No.5114226641 -date of death balance 12,401.76
accrued interest �•�2
3. Personai properly appraised by Elmer Murray Auctions,Inc. 760.00
4. 2011 Honda CRV EX-VIN 3CZRE4H5XBG700598-Edmunds.com valuation(Note:vehicle was
traded and credit received was$17,000.00} 17,715.00
TOTAL(Afso enter on Line 5,RecapituCation} $ 31,206.96
If more space is needed,use additionai sheets of paper of the same size.
REv-�s�o�x� ;oz-ls;
i : pennsylvania SCHEDULE G
� OEPARThfENTOFREVENUE INTER—VIVOS TRAtVSFERS AND
IhME���^ru�E,�nET�R" MISC. NON-PROBATE PRUPERTY
RESI�ENT DECEDENT
ESTATE 4F FILE NUMBER
Malinda J.Averett 21-15-0059
This schedule m�si be camp�eied and fi?ed if the�nswe;to any ef quest:o�s 1 thraugh 4 on page three of the R�V-15001s yes.
!?ESCRIaT:O!d DF PROPERTY �ATE OF DERTH °lo OF DECD'S EXCLUSION TAXABLE
��M [NCUJOE THE NAME OF 7HE iFANSFEREE,7HEIR REL,ATI�NSHIP TO DECEiENT.1HG
IVUMt�ER TNE DATE Of TRSt�FER.A1TAC}i F!'�OPY OF'CHE DEED FOR nEA1 ES�ATE. VALUE OF ASSET INTEREST (iF APFL'.ABLE� VAW E
�• Brethren in Christ 403(b)retirement account No.10937-not taxabls under
Reg.93.131 because decedent was younger than 59112. 24,574.62 10Q 100°le 0
2. Fidelity IRA account No.344Q622206--not taxable under Reg 93.131
because decedent was younger than 59112. 22,698.10 100 100% 0
TOTAt(Also enter on Line 7, Recapitulation} $ �
if mare soace is needed,use additioral sheets of oaper of the same size.
REv-151i Ex+ (rz-1Sj
s pennsylvania SCHEDULE H
� DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERiTANCETAXRETURN ADMINISTRATIVE COSTS
R�StD"cNT�ECEDENT
ESTATE 0� FILE NUMBEF�
Malinda J.Averett 21-15-0059
Decedent's debts mast 6e reported on Schedule I.
ITEM
NUMB€R DESCRIPTFON AMOUNT
A, FUNERAL EXPENSES:
y' Chestnut Hili Cemetery 3,49�.00
2. Malpzzzi Funeral Hcm� 11,627.88
e. ADMINISTRATIVE COSTS:
l. Personal Representative Commissions;
Name(s}of Persanai Representative(s)
Street Address __ . _ __
_ _ ___ _ __ .
City State..._-_ _ZIP
Year(s}Commissicr, Pa�d: __ __
1,500.00
2. Attorr,ey fees:
3. Famiiy Exemption: (If decedent's address is not the same as daimant`s,attaeh explaration.}
Claimart
Str2et Address
City __State _._ ZIP____
Re{ationsnip o�CfaimanE to Gecedent ___
4. probate Fees:
�9o.sa
5. Accauntant fees:
6. Tax Returr.Preparer Fees:
7• Elmer Murray Auctioneers,Inc.-personal properry appraisal 100.00
TOTAL{Aiso enter on Line 9, Recapitulatian) $ 16,908.38
If more soace is needed, use add'+tiona!sreets of paper of the same size.
REV 1511 EX-r(C2-l�j �
,��:��,� pennsylvania SCHEDUlE I
� �rr+ErrroF��Nue DEBTS 4�DECEDEMT,
TNhE�uT��+��TAx r�-,�r� MORTGAGE LIABILITIES & LIENS
RESCDEfv�C�ECEOEN?
ESTATE OF FILE NUMBER
Malinda J.Averett 21-15-0059
Report dehts incurred by the decedent prioe to death that�emaine<!unpaid at the date of death,inclading unreimhursed medical,expenses.
iTEM VA�UE AT DATE
NUMBtR DE3CRIPTiON OF DcATN
1• Honda Financial Services Loan No.175883207-balance due at time of death 20,Q71.30
TOT�t(Also enter on Line 10, Recapitu{ation) � 2a071.30
If more space is reeded,insert add+tional sheets of the same size.
RE'J-I ii s cX+(02-1>)
�i pennsylvania SCHEDUL.E ]
DEPART49E►VT OF REVENU£ gE N E FICIARIES
iNHEfttTANCE TAX RETUTilV
AEStDENT PECEDENT
ESTATE QF; FILE NUMBfEt:
Malinda J.Averett 21-15-0059
RElATI0N5HIP TO DECEQENT AMOUNT OR SHARE
HUM3ER NAWE ANp ADQRESS QF pERSO"J(S}RECEIViNG PROPtRTY Da Not List Trustee(s) Of ESTATE
I TAXABLE DISTRIBUTtONS[Include outright spousai d;stributicrs and trar,�ers under
Sec.9116(a}(1.2},]
1. Morton G.Averett,4 Cobbiestone Lane,Long Valley NJ 07853 parent 50%
2. Pamela J.Aver�N,�C�Sbles#one Lan2,Lorg 4��!!ey NJ 07$53 parent �0°/a
�
ENTER DOLLAR AMOUNTS FOR DISTRTSUTIONS SHOWN ABdVE Oh LtNES 15 THROUGH 1B OF REV-f500 COVER SHEEi;AS APPROPt2IATc.
II NQN-TAXABI.E DISTRIBUTIONS
A. SPOUSAL QISTR?BUTIONS UNDER SECTION 9113 FOR WHICN AN ELECTION TO TAX IS NOT TAKEN:
i,
B. CHARITABLe AND GC7V�r�NMcIVTAL DiSTR:BUTiONS:
i.
TBTAL Of PART II—ENTER TOTAL NON-TAXABLE DISTRf8UTI01VS t3N LINE 13 OF REV-156d CdVER SHEET, $
If mare space is needed,use additior,al sheets of paper of the same size.
Jui, L�, �r}?� 7: '�1A�19 �? �/i�r1L F: i `'
�1 7�
3t�1�> 29, 2U l 5
�Snalicl�,aw�irm
?�ttn: Andrev��
211 N 32°a St
Pa�tan,�, PA 17I 11
FLE;; It�1in,�a J Averett
SSN. 149-7�-5467
DQT�: 11�12-ZQ 14
Ue�r Saz�'Ma��ar��
In res�,ns�t.o your req�est far L7at.e of l�eatl7 (L�(�17� ba.l�ices fc�r the cust�mer noted dho�'�,our
recards shaw the fal�awing:
C`hecking Account
�ccr3wa4#51.1�422654b Established: 0�-07-2012
. Iv�IN17A:t A�EI;.:E I4T'
�4�balance: $ 330.1 S +0.00 accrued interest
Account# 5 1 1 422664 1 �stablished: 04-30-Z�I�
MALLt'SDA J AVERETT
DOI7 balance: � 12,401.76�- Q.O�accrued interest
1'lease noCe th�t this office proc>ides date of death balances for depasit ar.counts(YR.As, CDs,��ecking d.nd
�a�;ings). R+e da�aat process anv financial tr�ns�etioos ar grow�ide statec�ents. �f youu need assistaTace wit�
any af these items,ple3se cali 1-88�-�'N'C-�.A�i'K{�1-888-762-2265}ox stop l���uur lc�ca.l.F'NG�auk bra.nch
c�ffice. �
�illtC�'f��}',
National Finar�cial Services Gent�:r
pN"��ank,N.A
Member FDIG
This message is intertded for the. use of the ir�rvidual e�r enrity ta titiFzich zi is�x�resse�arzd rr�ay
cnnt.azn�nformation that is przvfleged; cor��iderrtial arcd exempt frorra drsclo..rure under a�plicable law.
1`�f'the reaaC�r of this rnessage is rwt the interulec�reeipie.n�dr the employ�ee or czgent responsible for-
cl�livering rhis ira�ssage ta the int�rac�ed reczpient, you c�re h�r�by nnf�ec�that cz�y dissemzncrtfan
�istri�utior:or eapyir�g of this corrzmunicatior�s is strict�y prohibited �f you hav�reeerved rhis
c,c}mr�zunkcati_nn in error,pl�ase rt�r�ify'tn� x�s7�ta���ratcly by r•�p�ly r�r by tel�phvne c�F 840-;'f?�1%'S and
i»zmec�ir�tely>destroy thfs f�ed dacunaenr.
Page 1 of�
�Ir�le�' lYlu'/'/y AI u►�t/o�1�, l/tC,
� License Na. AU-649-L 14 North Walnat 5t.
717-79Q-2240 Second Ftoor
Mechanicsburg, Pa.17Q55
II�I RE: Personal Properly Fair hlarket t�.ppraisal l�ebz-uary ?7, 2p1�
OW�iER Malinda Jane �verett Date af Death
26 ��v est Coover St 1 l f 12,r2014
Mechanicsburg, Pa. 17455
This appraisal is eampletecf as�+er r�c�uest to determine a fa.ir mark.e�t fc�r the foEic�wing list of
personal property.
�rtificial Tree �5
Lamps {�) 30
Baskets I S
Clacks and other small appliances �0
Bench. stand&hassock I S
Various framed amateur art �0
Boaks and shelf 15
C-urio cabin�;t az�d cc�ntents SS
IJpllolstered furniture N/V
Four door cabinet 100
T'able and chairs 60
Various}touse hold dishes
flat ti�are and glassware 3 y
Contents of hasement 80
Kevboard 50
Filing cabinet 10
Wicker bedrvom and porch furniture 200
Bedding-box spring ar�d mattress N!V
Upon observatian of'the aforementianed items it is to the best of my knowledge and be)ief that
$7bQ.00 Seven Huncired sixty Dollars would represent a f�.ir market value.
-- . S�z�� j
Y .,` � ,� � �
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�, I�ic�iard �Iu�y��
�_
Fro��: Edmunds.com used-appraisal��ec�muncl5.com
Subject: flppraisal of your 2011 Honda CR-!/SUV from Edmunds.com
€��t� August 3,2015 at 5:43 PM
��t]; t:�'JC)V:cr`��('.y^._�_AVV.{_,f 1�."�
Hi Andy SAYLdR,
Here's our appraisal of your 2011 Honda GR-V SUV:
Zip Code 17055
� True AAarket Value�
__ _. _ _ . __ . _ .
� ' E,r Trade in Dealer Reta�l
---- --- ----- ---- _--- - ---- -- - -
,, $16,322 $19,002
`� ' Private Party Sa�e $17,715
r
Pricing Details for a 2011 Honda CR-V SUV
EX 4dr SUV
Customized True Market Value Prices�
Trade-in Private Party Dealer Retall
_ ___. _ _ . — _ ...._-- — e._-- ----_�.._._ __....._ — - ._..._.
National Base Price . . $13,779 $15,166 516,447
_ _.. —. - -... � _,_ .
Optional Equipment $0 $0 $0
_ _ . ___ . _ _
Color Adjustment-Silver $51 $56 $61
___ _..___�...... ..—_---._____,. ---_._. ._._._..__ _. _ � _ ____.
Regional Adjustment-for Zip Code 17055 $11 $12 $13
_. . __._. _...__... _...__.__. _._ _. _.. - ._._ _. .....r _.. _ --
Mileage Adjustment-10,800 miles $2,481 $2 481 $2 481
e. . .. . .__ . _ ._,. _ . .. __. __._ ._., .�., _._. _._. _ _ .___�.
Condition Adjustment-Clean $0 $0 $0
_ ___ _ _ __— ._ __.,.. --- . --- _. . __ _ __ __ ._.._.
Total ` , � . `''
Buying a Certifed Used Vehicle Dealer Retail
Certified Used Price Vehicle not eligible for certification
Terms Defined
Trade-in:This is the amount you can expect to receive when you trade in your used car and purchase a new car.The trade-in price is usually credited
as a down payment on the new car.
Dealer Retail:This is what other customers have paid for similar cars in your area.Dealer retail will usually be higher than private party prices and
much higher than trade-in prices.
Certified Used Price:A used vehicle offered for sale by a franchised dealer for that vehicle make and who foliows the manufacturer's requirements for
'certifying'the vehicle(including inspection and service}and which,upon sale,is accompanied by a manufacturer-backed warranty.
� Brethren �n C�rist 403�b} Plan
;.
431 Grantham Road, Mechanir,sburg, PA 17055
MALINDA AVERETT
29 W COQVER ST
MECHANiCSBURG PA 17055
Account#1 Q937
Malinda Averett
' Account Informatian On: 12l31/2414
Encl�sed for your inforn�ation is a c�py of ihe current acc�unti�#ar ths above re€erenced accs�unt{s). Aiso
� enciosed,please find Vanguard's Fourth Quarter 2014 investment commentary for the Vanguard LifeStrategy
� Funds. Shouid you have any guestions regarding the accounting,please do not hesitaie to contact�s. Thank
� you for this opportunity to be of service.
� NEW FOR 2Q14-ONLINE STATEMEhITSE Quarterfy eiectronic statements are availabEe to plan participarts
� with online access. To sign up for online access and enroi{far e-statemenis, please contact Juanita Rex
t�sing the infarmation betow.
ANNOUNGtNG LOWER TSA RDMINlSTRATNE FEE RATE-Seginning third quarter of 2Q14,theTrustees af
the Brethren in Christ 4Q3{b)Plan appraved a decrease in Ehe administrative fee rate fram 0.50%to 0.3Q°k per
annum upon review/anatysis of expenses of the Plan and current and anticipated total market value af the ;
Plan assets. �
�
I
�
�
� -_ _ _,. , --- _ _ __ _ , �___ -- -, _ _ - ----- -
�_ - ._
f Adminis�rative Officer j ;investment Offic�r �
! JUANlTA REX DAVIQ M. STRAUSSER GPA,CMFC
431 GRANTHAM RC7AD SRETHREN IN CHRIST FOUNDRTION
bRECHANICSBURG PR 17455 431 GRANTFiANi RtJAD
� MECHANtCSBURG PA 17455
(?17)796-4788, EXT.5427 {7i 7}796-478$, EXl'.541$
FAX:(717}697-7714 FAX: {717)697-7794
jrex@bicfaundation.org dsirauss@bicfoundation.org
�
�
�
r
� Malinda Averett
�Account#:10537 Reporting Periad: 10101/2014 #0 12t31{2Q14
Accaunt Cost Vaiue-10I4112014 19,947.78
; Account Market Value-10/�1/2014 23,989.13
Incorne
� Divtdend-Ordi�ary 2.63
� Trustee Fees
� Fee Payment -'f7_57
investment GainlLoss
Reaiized Gain/Loss 4,&41.78
Unrsalized GainlLc�ss -4,t321.35
Accaunt Cost Value- �}2Jg�12014 24,574.62
Account Market Value- 12131I2034 24,574.62
�
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Page 2 af 5
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GAMALIEL LAW FIRM
211 N. 32"d Street
Paxtang,PA 17111
andy�,gcc-law.com
717-686-7876
EIN 45-3b43377
INVOICE
Date of Invoice: August 4, 2015
Client: Malinda J. Averett Estate
Services: Estate Administration
Fee: $1500.00
RECEIPT FOR PAYMENT
LISA M. GRAYSON, ESQ. Receipt Date : 1/20/2015
Cumberland County - Register Of Wills Receipt Time : 10 : 20 : 00
One Courthouse S quare Receipt No. : 1080208
Carlisle, PA 17613
AVERETT MALINDA J
Estate File No. : 2015-00059
Paid By Remarks : GAMALIEL CONSULTING CO
CJ
- ----- --------- --------- Receipt Distribution ------ ------------ ---- - -
Fee/Tax Description Payment A�nount Payee Na<<<e
PETITION LTRS TEST 90 . 00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 15 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 35 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 1161 $190 . 50
Total Received. . . . . . . . . $190 . 50
E/rr�er Murry .�4uctions, Ir�r�.
^� .�M.3 ��:,S.�� C��:.,�.tl,Y ��'TVti� d'�' X �L Y�.,
License No. AU-649-L
(717) 79Q-2240 (717) 626-2636
74 North Walnut St. 2"� Floar-- Mechanicsburg, Pa. 17055
March 10, 2015
.1`rit�`c
Estate of iVialincla,�►��"'�-lverett
29 �'est Coa�er Si. C;e-�,y`d�:' �i,
l��'�e.el�anicsburg, Pa. 17t157
-J l��✓y:
Reference: Personal Praperty Appraisal for I��alinda.T�rr� A�erett
Compiling Subject matter: �75.44
}�'inal copy and typin�: �25.00
Total Cost: �100.U0
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Staternent [3ate: Navember 76,2014
" ���`���``�r� MtINTH�Y STATEMENT
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Totat Rmount Due ����� � �
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Payoff A.rnc�nt $20.071 3[l � #
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P�ta!urFCy fJate Nlaicn�£3,?0}g ; P G.t3oz 65�ifl7
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Pr�nc�pal $334.28
lnterest �91.51 want to thank you for a1l�wmg us ta serve you this past year.We
rvish you and yaur family very happy holidays and a New Year
fitle�with a(I go�ci things.
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WILL OF MALINDA J.AVERETT
- 1. Declaration. I herebv declare this to be my Will and revoke any prior wills and
codicils.
2. Personat and Household Effecfs-and Vehicles. If I have left a memorandum or
other instructions which I have signed and which is dated on or after the date_o_f this Will,
---
-_ _-- - ----
-giving specific items to particular persons or organizatians, I direct my executor to
distribute them accordingly. I give all my other personal and household effects and
vehicles to my parents, MORTON G. AVERETT and PAMELA J. AVERETT. Any
items they do not choose to keep shall be given to charitable organizations or sold, as my
executor determines, and the proceeds added to the residue.
3. Residue. I give the remainder of my estate - the "residue" - to my parents,
MORTON G. AVERETT and PAMELA J. AVERETT.
4. Fiduciaries.
A. Bond. My trustee and executor shall not be required to post bond.
B. Relief from liability. My executor shall be relieved of liability and
indemnified to the fullest extent permitted by applicable law.
C. Authority. In addition to their inherent and statutory powers, my executor
shall have the authority to:
(l} Make all decisions and carry out ali matters related to my funeral
and burial.
(2) Renounce the right to administer any property which is of no value
and disclaim any interest in property.
(3) Sell property including real property at public or private sale;
pledge, mortgage, lease, or exchange properly including real
property for any purpose of administration or distribution; and
grant an option for the sale, lease, or exchange of property
including real property.
(4) Personally purchase property including real property from my
estate or trust, without court approval, if the current adult
beneficiaries are given full disclosure(including a written appraisal
of the property being purchased)and consent in u+riting.
(5) Receive reasonable and just compensation.
Page 1 of'3
5. Payment of ta�<es. Inheritance and esta.te ta.xes payable on account of my death,
whether or not the properiy being t�ed passes under my Will, shall be paid out of the
residue of my estate in the same manner as a general administration expense.
6. Executor. I appoint my father MORTON G. AVERETT as executor of my
estate. If he does not serve, I appoint my mother PAMELA J. AVERETT. If she does
not serve, I appoint DAVID L. BARR_
Having declared this instrument to be my Will,I have signed below.
Date: April l,2014 -{
MALINDA . A RETT
In our presence, the testatrix signed this instrument and declared it to be her Will, and at
her request, in her presence and the presence of each other, we sign as witnesses.
`'( UtF..��
COMMONWEALTH OF PENNSYLVA1vIA )
) SS.
COUNTY OF CUMBERLAND )
Having been duly qualified according to law, I hereby acknowledge that I have signed
this instrument as my Will, and that I have signed it willingly as my free and voluntary
act for the purposes stated in it.
Date: April 1, 2014 ,,���
MALINDA J. RETT
We, the witnesses who have signed below, being duly qualified according ta law, do •
depose �and say that we were present and saw the testa.trix sign this instrument as her
Wiil; that the testatrix signed it willingly as her free and voluntary act for the purposes
stated in it; that we have signed as witnesses in the heazing and sight of the testatrix and
each other; and that to the best of ou.r knowledge, the testatrix is eighteen years of age or
older, of sound mind, and under no constraint or undue influence.
� �a UL� _
Sworn to or affirmed and subscribed to before me by the testatrix d the wirnesses who
have signed above on the da.te stated above.
�� �
COMMONWEALTH Of PENNSYLVANtA Notary Publi
NOTARIAL SEAL
Aodrew L.Saylor,Nutary Pubiic
Paxtany Borough,Dauphin County
My Commission Expirea Juty 30,2014 Page 2 of 3
PERSONAL AND HOUSEHOLD EFFECTS AND VEHICLES
I give the following personal and household effects and vehicles to the persons or
organizations named.
Date:
MALINDA J. A VERETT
Page 3 of 3