HomeMy WebLinkAbout08-25-15 o i
Uenns�rivania 1505618403
ARTME orrre,� X(03-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO Box 280601 INHERITANCE TAX RETURN 21 15 0727
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
06 11 2015 08 09 1930
Decedent`s Last Name Suffix Decedent's First Name MI
CALAMAN MYRTLE H
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 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)
N7. Decedent Died Testate 8. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
10. Litigation Proceeds Received If. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
13. Business Assets 14. Spouse is Sole Beneficiary
(No trust Involved)
CORRESPONDENT•THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
ROGER B IRWIN 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
Correspondent's email address: ronerbirwin{a7salzmannhughes.com
REGISTER OFA LLS USE 011414Y�
70
REGISTER OF WILLS VSE ONLY R
DATE FILED MMDDYYYY - -_
r7 C7
LrI
N
r (D C.j
DATE FILEDEAM C? r1 1
ry r= m
i r—
t- Gn �
Side 1
1505618403
50564031505618403
1505618411
REV-1500 EX Decedent's Saft Security Number
Decedenrs Karnw, Calarnan, Myrtle H
RECAPITULATION
1. Real Estate(Schedule A)..................-.........................__.............................
2. Stocks and'Bonds(Schedule B)........................................................................... 2. 1,310-00
-ra e-Proprfatorship(Schedule C�........ 3.
-on,Partnership or Sol
4. Mortgages and Notes Receivable(Schedule D)................................................... 4,
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... S. 21130121631-68
6.. Jointly Owned Property(Schedule F) Fl separate Billing Requested............ S. 681594 -94
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested............ 7. 70,712-93
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8, 340A81-55
9. Funeral Expenses and Administrative Costs(Schedule H).................................. 9. 14 484-30
10: Qebts of Decedent.Mortgage Liabilities and wens(Schedule 1)............................ 10. 3-1 412-60
1111. Total Deductions(total Lines 9 and I O�...............I........................... ............... 11.
12. Not Value of Estate(Line 8 minus Line 111).................................. ..............1-— 12. 317,684-65
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Not Value Subject to Tax(Una 12 minus Line 13)............................................... 14. 317,684 -65
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Una 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(11.2)X.00 15. (11-00
16. Amount of Line 14 taxable
at lineal rate X.045 317,684-65 16. 14n295-81
17. Amount of Una 14 taxable
at sibling rate X.12 13-00 17. 0.011
% Amount of Una 14 taxable
at collateral rate X.15 0-00 11$. 11 -0113
19. TAX DUE.............................................................................................................. 19. 14,295 -81
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND Of AN OVERPAYMENT
Under penalties of perfury,I declare!have examined this retum,Including acoompa,%
,41ligin" 0 and
the 4e;It pf My k,,rI*, 0.4qq OPO t?W
ft Is hub,correct and conipilete.Declaration of preparer other than the person resoon hii lbr filing the return Is"6nisi(166n�n of which weparer has
arty knoWedge-
NRE Pf?Ent4l REAPON4
_MLE FOR FILIN0,11RIETURN EdwinaCHorick
=112�
ADDRESS
1914 Douglas Drive,Carlisle,PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Roger B. Irwin Esq. DATE
ADDRESS
MAlomn;ier Spring Road,Su .1,Carlisle,PA
11115111141111E1Side 2 1505616411
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Coleman,Myrtle H 21-15-8727
Under penalties of perjury,I declare that I have examined this return,including accomparrying schedules and statements,and to the best of
my knowledge and belief,It is true,correct aux!complete.Declaration of preparar other than the personal representative is used on all
information of which preparer s any knowledge.
Signature#2
Mame John W Coleman
Addreeal 20 tlhiart Road
Address2
City,State,Zip f cad late a i7o16
Date t/
REV-1500 EX Page 3 File Number 21-15-0727
Decedent's Complete Address:
DECEDENT'S NAME
Calaman, Myrtle H
STREET ADDRESS
100 Mt.Allen Drive
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 14,295.81
2. Credits/Payments
A. Prior Payments 13,581.02
B. Discount 714.79
Total Credits(A +B) (2) 14,295.81
3. Interest (3)
4, If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4)
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) 0.00
Make Check Payable to REGISTER OF WILLS, AGENT.
. rx r r x. 3�'# :.;�".0 a -'�, t�'� ,.\� av r.'T r`^s_ �.,..'.y� '�..*atej.^•iyi�, >•a��� r'r - _.Y r�- �. }..Y_p
.<...,..
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?.................................................................................................................... ❑
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
containsa 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.
�.............t. 1,.0... ...,,..,w,_„ x.v..`c.:a:,.; ,.F'�..,..,.. ,..e.�''^_-t,w.n....,.s,�.'- ..J:;.;z.lw»w:lz•.. _...._.s::.i�:..kieM:�a,�c:,:.`ix,..�'wG"�;...�w°:vxA:..,,.arY.''"`u�.i._ .a.`�.n.,...,..�.,�',:s.��...w.:.._�...�,�,,...mw,r.&s..�u�...,3.....e�,...sa
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 orfor 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-1503 EX+(08.12)
SCHEDULE B
!' ;Ihpennsylvania STOCKS & BONDS
1kDEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Calaman, Myrtle H 21-15-0727
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 The Frog,Switch&Manufacturing Company-two shares of 1,310.00
stock valued at
TOTAL(Also enter on Line 2,Recapitulation) 1,310.00
(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 8(Rev.08-12)
Rev-1508 EX+(08-12)
SCHEDULE E
tyl- pennsylvania CASH, BANK DEPOSITS, & MISC,
DEPARTMENT OF REVENUE
INHMTANCF TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Calarnan,Myrtle H 21-15-0727
Include theadsofl gallon and the date the proceeds were received by the estate.
All property JoNtly�-elowned 21 h the right of survivoraMp must be disclosed an schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Wells Fargo Account#1981-3165-date of death valuation 190,950.10
2 Genworth Financial-long term care refund 2,360.13
3 Genworth Financial-long term rare refund 4,960.00
4 Genworth Financial-long term care refund 1,600.00
5 Highmark-refund of premium 145.51
6 Highmark Blue Rx PDP-refund of premium 247.94
TOTAL(Also enter on Line 6,Recapitulation) 200,263.68
(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)
Rev-1509 EX+(01-10)
SCHEDULE F
pennsylvania
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Calaman,Myrtle H 21-15-0727
If an asset was made joint within one year of the decedent's date of death.It must be reported an schedule O.
SURVIVING JOINT TENANTS)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Edwina C Horick 1914 Douglas Drive Daughter
Carlisle, PA 17013
B. John W,Calaman 268 Stuart Road Son
Carlisle, PA 17015
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM
LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT DATE OFDEATH DECD`S DECEDVALUS E OF
5WINTEREST
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NW8M ATTACK DEED FOR VALUE OFASS E7 INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
I AS 1211012012 Cornerstone Federal Credit Union-accrued 229.12 33.333% 76.37
interest to date of death
2 AS 12110/2012 Cornerstone Federal Credit Union Checking 31,781.12 33.333% 10,693.71
Account#27351-07-joint with decedent's
children: Edwina C.Horick and John W.
Calaman;date of death valuation
3 AS 12/1012012 Cornerstone Federal Credit Union Savings 173,774.58 33.3336/a 57,924.86
Account#27351-01 -joint with decedent's
children: Edwina C.Horick and John W.
Calaman;date of death valuation
TOTAL(Also enter on Line 6,Recapitulation) 68,694.94
(if more space Is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev,01-10)
Rev-1510 ESC+(08.09)
SCHEDULE G
ti Pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Calaman,Myrtle H 21-15.0727
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 PATE OF DEATH of DECO'S EXCLUSION TAXABLE
NUMBER THE OATS OF TROAFNSFRER SATfACFI A COPYY OF THE DEETO
FOR REAL ESTATE. VALU E OF ASSET INTEREST (iF APPLICABLE) VALUE
1 Wells Fargo IRA Account#2814-1540-named 67,081.00 67,081.00
beneficiaries are decedent's children: Edwina C.
Horick and John W.Calaman;date of death valuation
2 Wells Fargo Retirement Account#8086-named 3,631.93 3,631.93
beneficiaries are decedent's children: Edwina C.
Horick and John W.Calaman;date of death valuation
TOTAL(Also enter on Line 7,Recapitulation) 70,712.93
(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)
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Calaman, Myrtle H 21-15-0727
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 1,114.75
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Edwina C. Horick John W Calaman
Street Address 268 Stuart Road
City Carlisle State PA zin 17015
Year(s)Commission Paid Waived
2. Attorney's Fees Salzmann Hughes, P.C. 16,677.89
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 515.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,476.16
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 19,784.30
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
Calaman,Myrtle H 21-15-0727
ITEM
NUMBER DESCRIPTION AMOUNT
E!jn ral Exl2enses
I Hollinger Funeral Home&,Crematory,Inc.-funeral services 1.063.49
2 Second Presbyterian Church-funeral reception food 51.26
H-A 1,114.75
Other AdmInIstradive Casts
3 Cumberland Law Journal-legal advertising 75.00
4 Reserve-to be held for final life income tax preparation;fiduciary Income tax preparation; 1.200.00
miscellaneous contingencies and expenses required to administer the estate
5 The Sentinel-legal advertising 201.16
H-B7 1,476.16
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE I
penns Iv DEBTS OF DECEDENT,
y anis
' DEPART NCET RE ENUE
TURN MORTGAGE LIABILITIES AND LIENS
INHERITANCETM RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Calaman, Myrtle H 21-15-0727
Report debts Incurred by the decedent prior to death that remained unpaid atthe date of death,Including unraimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 AAA Financial Services-credit card debt 149.34
2 Alert Pharmacy Services,Inc.-prescription services rendered prior to death 2.24
3 Messiah Lifeways at Messiah Village-nursing home services rendered prior to death 3.261.02
TOTAL(Also enter on Line 10,Recapitulation) 3,412.60
(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)
REWIM EX+(01-10)
pennsylvania SCHEDULE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Calarnan,Myrtle H 21-15-1}727
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT
Do Not List TEwptqiffl (Words) ($$$)
TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(I 2)l
John W.Calaman Son 50%of residue
268 Stuart Road
Carlisle,PA 17015
Edwina C Horick Daughter 50%of residue
1914 Douglas Drive
Carlisle,PA 17013
Total
Enter dollar amounts for distributions shown above on lines 15 through IS on Rev 1500 cover sheet,as appopdate.
NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
I . AUTHORIZE, D CAPITAL STOCK1Ili ! i
1The F • Switch .& Manufacturing Company
CARLISLE, PENNA.L
1
1
NO: SHARES 2
-
r1
%.� - i• •
THAT 11
t_ —endfled to Two shares of the
rl� Stock, li„rf. • dollars f ' f • • •
%1return of this certificate, with an assignment endorsed thereon. `l
�- • -
1 �
1seal of the Company at Carlisle, Penna., the
Tmmt0bird day of !dugugtl
Treasurer President1
1
Wealth Brokerage Services
MAC Y1480-043
600 Penn Street
4th Floor
Reading,PA 19602
Te1:610.607-8222
Fax 610-655-0887
Toll Free:888.2431422
July 21, 2015
SALZMANN HUGHES,P.C.
ATtORNEYS AT LAW
ATTN: ROGER B. IRWIN, ESQ
Re: ESTATE OF MYRTLE H. CALAMAN
DATE OF DEATH:JUNE 11,2015
SOCIALSECURITY NUMBER:200-24-1339
Dear Mr. Irwin:
We have received your request for information on the accounts held for the late Myrtel H.
Calaman. I have provided the answers below, along with statements.
1. 1981-3165 was opened on 12/24/2012, in the sole name of Myrtle H Calaman
2814-1540 was opened on 12/24/2012, in the sole name of Myrtle H Calaman
2. The were no changes in ownership,for either account within one year prior to DOCS.
S. There were no accounts closed within one year prior to the DOD
4. There was$0.41 if interest paid in account 1981-3165.There was no interest paid on
account 28147540.
5. The date of death balance for 2814-1540 was$67,081.00,the date of death balance for
1981-3165 was 190,950.1.0.
6. The IRA beneficiaries have already been contacted and the required paperwork has been
sent directly to them.
Enclosed are the most recent statements from both of her open accounts.
If you have any questions,or please contact me directly at 610-667-8232.
Thank you,
Alyssa .;gamer
Reostered Client Associate
Wells Irargo Advisors
MAC X1430-043
Wells Fargo Wealth Management
600 Penn St,4%h F1
Reading,PA 19602
Investment and Insurance Products; Tel 888-243-1422 I Fax 610-GSS-0987
.Not FDIC Insured .180 Bank Guarantee •May i-wevalue Together well go far
Wells Fargo Advisors,LLC,Member F1NRA/51M is a registered broker-dealer
and a separate non-bank affiliate of wells Fargo&company.insuronce products
are offered through our affiliated non-banklnsurance agencies.
CORNERSTONE
P.O. Box 1181,5 Eastgate Drive,Carlisle,PA 17015
F e d 4v r a l C r e d i t (J n i o n Telephone (717) 249-1661 FAX (717) 249-8208
Member founded Service based www.cornerstonefcu.coop
July 10, 2015
Roger B. Irwin,Esquire
Salzmann Hughes, P.C.
354 Alexander Spring Road
Suite 1
Carlisle,PA 17015
Roger,
Please find below,the requested information regarding the Estate of Myrtle H. Calaman:
* Account Number
27351-01 (Savings) Opened 12/10/2012
27351-07 (Checking)Opened 12/10/2012
0 Owne shlo of Account
Myrtle H. Calaman
John W. Calaman
Edwina C. Horick
There was no change in ownership of account within one year prior to the date of Myrtle's
death.
• No Accounts were closed within one year prior to death
• interest accrued$229.12
• Balance of account on date of death
Savings Balance $173,774.58
Checking Balance $31,781.12
Sincerely,
R.
athy Keiser
Financial Service Representative
Cornerstone Federal Credit Union
MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED To $250,000 By THE NATIONAL CREDIT UNION ADMINISTRATION
Wells Fargo Onlir%0
Account Activity
RETIREMENT T1ME ACCOUNT XXXXXXXXXXMI116
RETIREMENT TIME ACCOUNT XXXXXXXXXXX8086IRA Contributions 2016
Gurrent baianca $3,631.99 Annual contribution Fmk' $6,500.00
Beginning balance as of 01101/15 $3,630.59 Contributfonsto date(all accounts)" $0.00
Interest earned this period $1.17 Available to contribute $6,500.00
Interest paid year-to-date $1,34
Unlit 44/18/2016
Transactions-All Acbv
Show All Activity ., 1/lew —.� ..—� .�........_�. "��... ---_.._._,_._,.....
F....__......___._.-1 Deposits/ Withdrawals/
i Date _ 1,Description Additions Subtractions
03131115 INTEREST PAYMENT $1,34
12/31/14 INTEREST PAYMENT $0.70
11114114 NORMAL DIST-AUTO BY CHECK-PARTIAL $212.49
11/14/14 WITHHOLDING $37,49
11/14114 INTEREST PAYMENT $0.72
09130114 INTEREST PAYMENT $1.46
06WI4 INTEREST PAYMENT $1,45
03131114 INTEREST PAYMENT $1.44
12131/13 INTEREST PAYMENT
12/30/33 RENEWED DEPOSIT $3,874.79
12MI$ INTEREST PAYMENT
11/15/13 NORMAL DIST-AUTO BYCHECK-PARTIAL $214.36
111116/13 WITHHOLDING .. $37.82
11118/13 INTEREST PAYMENT $2.08
09/30/15 INTEREST PAYMENT
06130!13 INTEREST PAYMENT $4.10'
03/31/13 INTEREST PAYMENT $4.06.
12131/12 INTEREST PAYMENT $Z07
:11115/12 NORMAL DIST-AUTO BY CHECK-PARTIAL $216.11
11/15/12 WITHHOLDING $38.13
11/15/12 INTEREST PAYMENT $2.20
09M12 INTEREST PAYMENT $4.39
*Your available contribution could vary based on IRS rules and income limits.if you are age 50 or older,you can make an additional catch-up contribution of$1,0/34 over the normal IRA remits.if you
are over age 70`Y.,you are no longerefigible to make a Traditional IRA contribution.Please check your efigibiiity with the IRA Contributions Calculator to learn more.
-Does not account for contributions made outside of Walls Fargo Bank or Brokerage.Also,does not include contributions made to accounts with Wells Fargo Advantage Funds,
Deposit products offered by Wells Fargo Bank,N.A.Member FDIC.Wells Fargo Bank,N.R.is a banking affiliate o1 Wells Fargo&Company.
htlps:ll4nflne.wellslarco.cffmllast i-bislsessia=..;c�i?Sessargs=W'XyjAiwVt'dCzv3i�FtCP�s sJOpbLbY„�Af�"c3S 5117115.8:23 PM
Page 1 of 2
WILL AND TESTAMENT
0R P H
C U M DI
1, MYRTLE H. CALAMAN, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
1. 1 direct my Co-Executors to pay all of my debts, funeral and administrative expenses
as soon as convenient after my decease. Furthermore, I direct that all state, inheritance,
succession and other death taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property composing of my gross estate for death tax
purposes, whether or not such property passes under this Will, shall be paid by the Co-Executors
from my estate, and that none of the aforesaid taxes shall be prorated among those persons or
entities named herein or otherwise beneficiaries hereunder.
2. My Co-Executors may, at their discretion, compromise claims, borrow money, retain
property for such length of time as they may deem proper; lease and sell property for such prices,
on such terms, at public or private sales, as they may deem proper; and invest estate property and
income without restriction to legal investments unless otherwise provided hereunder.
3. 1 authorize and empower my Co-Executors to sell any realty and/or personalty owned
by me at my death and not specifically devised or bequeathed herein, at public or private sale or
sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could
do if living. My Co-Executors are authorized and empowered to engage in any business in
which I may be engaged at my death, for such period of time after my death as seems expedient
to said Co-Executors.
4. 1 give, devise and bequeath all of my estate of whatever nature and wherever situate to
my two (2) children, EDWINA C. HORICK and JOHN W. CALAMAN, share and share
alike, the child or children of any deceased child taking the share their parent would have taken if
living.
S. 1 nominate and appoint EDWINA C. HORICK and JOHN W. CALAMAN to
be the Co-Executors of this my Last Will and Testament.
6. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty
(60)days.
7. No Co-Executor acting hereunder shall be required to post bond or enter security
in this or any other jurisdiction.
8. No beneficiary may assign, anticipate or pledge her or his interest in any income or
principal field or distributable hereunder, and no beneficiary's creditors may levy, attach or
otherwise reach any such interest,
9. 1 hereby suggest that my personal representatives retain the services of Irwin &
McKnight, P.C. as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21't day of
November 2012.
SEAL)
'AYRTLE H. CALAMAN
2
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in our presence, who, at her request, in her presence and in the presence of
each other have hereunto set our names as subscribing witnesses.
3
ACKNOWLEDGMENT AND AFFIDAVIT
WE, MYRTLE H. CALAMAN, KAREN S. NOEL and SHARON L.
SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the Testatrix, signed the will as a witness
and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
- I
�k& 1_1 4
MYRTL C A
JUAMAN
kX:kEN_S NOEL
SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by MYRTLE H. CALAMAN, the
Testatrix herein, and subscribed and sworn to before me by KAREN S. NOEL and
SHARON L. SCHWALM,witnesses, this 21"day of November 2012.
otary Public
COMMONIMYCALTH OF PENN5YLVANIA
Notarial seal
Roger s.Irwin,Notary Public
Carlisle 80ro,Cumberland County
4 my commission Expires Oct,3,2016
MEMBER,PEMYLV,8011"-- ATION OF NOTARIES