HomeMy WebLinkAbout01-1084
Estate of WANDA W. MACOMBER
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~I-OI~ lOgy.
No.
To:
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. 385 - 2 0 - 9 0 8 3 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last will of the above decedent, dated Jul v 23, 2001
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h er last family or principal residence at
Cllmhp.rl rlnn County, Pennsylvania, with
3452 Lisburn Roan
Lower Allen Township
(list street, number and muncipality)
Decendent, then 74 years of age, died October 12, 2 001 ,
u Holv5pirit Hosoital
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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
situated as follows:
2,000.00
$
$
$
$
Nnnp.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codici1(s)
presented herewith and the grant of letters Tes tamen tarv
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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3452 Lisburn Road
Mechanicsburq, PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1. ss
COUNTY OF CUMBERLAND j
The petitioner(s) above-named swear(~) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and administer the estate according to law.
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Estate of
WANDA W. MACOMBER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW NUll. Z B 200 ~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated J u 1 Y 23, 2001
described therein be admitted to probate and filed of record as the last will of
Wanda W. Macomber
and Letters Testamentary
are hereby granted to Victor D. Macomber
25.00
Probate, Letters, Etc. ......... $
Short C.ert.ificate~(~_. :..: . . . . . .. $ (p. 00
II....."..... '/-.. ~ :a
TOTAL _ $ .
Filed " NtTV.. Z fL. JJ!l) I. . . . . . . . . . . . . . . . .
. FEES
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Rich~~~~Stewart (18039)
Johnson, Duffie, stewart & Weidner
A TIORNEY (Sup. Ct. J.D. No.)
301 Market St., P. O. Box 109
Lemovne, PA 17043-0109
ADDRESS
(717) 761-4540
PHONE
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This is to certifY that the information here given is correctly copied from an original certificate of death d';lly filed with me as
Local R~gistrar. The original certificate will be forwarded to the State Vital Records Office fot permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
p,
7691405
{Mg,>1<A":' ~j,Lk <9'M
Local Registrat d
Fee for this certificate, $2.00
No.
&~v I ~ ;J.tJO I
Date
Hl05 l43Aew 2/87
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
iYPEJPRiHT
IN
PER.....NENT
BLACK INK
74
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IJHOER 1 OM
tbn ! MlnuI..
SEX
,female
STATe FilE ~UM8ER
SOCIAl. SECURITY NUMBER
NAME OF DECEDENT tFI(SI. Middle. Lasl
1.
3.385 - 20
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AGE 1laSS BlI'tfloay)
UNOER 1 YEAR
-.. Dayo
B...-THPLACE le,1y <lAd
StawI 01 fcreogn Couflll'VI
Ubly, MI
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COUNTY OF OERH
. ...Cumberl and
DECEDENl'S USUAl occuf'IVION
jGo.... tund oflKWk c:1or'-. dvfll'lQ moll
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OECEDENT'S MAIlING AOORI!SS (Sel_. CIIyITown. s.M.. Zip Code'
3452 Lisburn Road
~echanicsburg, PA 17055
..E.
Pennsboro
Art
WAAlTAl STATUS. Maned
Newel WWriM, WicIDtwM.
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SUAV1\/1NO SPOUSE
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Cumberl and -' 17..0:"-::'-':::..
MOTHeR'S NAME 'F.... Modale. M8ldlIn SllfRamllI
". Pearl G. Gifford
INF~T"S ""IL'l'GAflDREss....... ~..... ZipCodol
_j452 LlsDurn ra.Mect'ianlcsburg, PA 17055
PlACE OFoeSf'QSlTION .NMMofc.m.tery. CferMlOry lOCAllOH.~ SlaM. Zipeo.
.. ..... ......
"c. Conolite Crematory
17c.I&l......~IWM...
..Victor D.
Lower Allen
Macombe
OECEDENT'S
ACTUAl
REsmEHCE
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FRHER'S NAME (First. Middle. LUll
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Frank A. Wilson
Victor D. Macomber
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OATE PAONOUHCEDDEAD(MonIto. Day. 'lleaf)
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LISI oNt one c...... on aKh line
()'tlttsh.hc: ):MCdl- ~rce v-
DUE 10 (OR AS ACONSEOUEMCE Of);
Da:g V&t-..l'6)L~ ~bO'i-tO .
~ (OfIAS.,~ONSEOUENCEOf):
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DUE 1O(OA AS ACONSEOUfNCE Of):
I Apptoxil'nMe
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PART I:
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ftOl tMUIing iD... ~,*,",giwen in fNIT I
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'NERE AUlOPSV FINOtNGS UAHNER OF DEATH
NMUlA81E PRIOR 10
COYPLETtON OF CAUSE. 0
DEATH' ........ ...........
Acc:idef'lI 0 PendIng lnYnIiQation 0
_0 No 0 Suic;g 0 CoukS not blIlHlafl"N!\fKi 0
DATE Of INJURY
t~.Day.-"'1
TIME Of iNJURY
INJURY /IJ 1NORI<1 DESCRIBE HOW INJURY OCCURRED.
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.CERTlFVtNG ~YStclAN(Ph)'$lC'&f'c.lrty"'9c.ause ~dnlto wh8f1 atlOlh6f phYSOCIMl hupoonouncea death ana cornpleleo Ilem 231
To...... of "'1 kno.......... occurnd"'''''' CMlM(.J and INIAM1r.. _Wed.
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PlACE Of INJURY. AI home. rarm. ..'....Iac:tofy. otAc:e
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To" best; 01 "'1 knolllle4ge. de...occw,............. dille, and place, and due to.... cau....) end manner.. .'ated.,
.MEDtCAl EXAUINE.RlCOAOHER
On I'" u.ia 0' examination andlortnv.stlQ"ton. in my opinion. dea'h occuned at the Ume. da'a, and place. ..nd due to Ihe cau..(s) and
m~n.r...t.'e4.. .......... ..... ............ ................... ........ ...... .......................... .....
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REGISTRAR'S StGNATURE AND NUMBER
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009206-00002/7.12.01/RWS/DCP/147611.1
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East Will anb {!testament
OF
WANDA W. MACOMBER
I, Wanda W. Macomber, of the Township of Lower Allen, Cumberland County, and
Commonwealth of Pennsylvania, declare this to be my last Will and revoke any Will previously made
by me.
I'
ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all
expenses of my last illness, shall be paid from my residuary estate as soon as practical after my
decease as a part of the expense of the administration of my estate.
ITEM II. I bequeath my automobiles, household and personal effects, and other tangible
personalty of like nature (not including cash or securities) together with any existing insurance
thereon, to my husband, Victor D. Macomber, if he survives me by thirty days. Should my husband,
Victor D. Macomber, not be living on the thirty-first day after my death, I bequeath such tangible
personalty and insurance thereon to such of my children as are living on the thirty-first day following
my death, to be divided among them by my Executor with due regard for their personal preferences in
as nearly equal shares as practical.
'.
ITEM ill. I devise and bequeath the residue of my estate, of every nature and wherever situate,
including any property over which I shall have any power of appointment, to my husband, Victor D.
Macomber, providing he shall survive me by thirty days.
ITEM IV. If my husband, Victor D. Macomber, does not survive me by thirty days, I devise and
bequeath the residue of my estate, of every nature and wherever situate, including any property over
which I shall have any power of appointment other than any such power given to me in any Will or
inter vivos trust created by my husband, Victor D. Macomber, to Mid Penn Bank, Trustee of a certain
Revocable Trust Agreement created by my husband, Victor D. Macomber on ...)0\1 2.3 Zoo ( ,
2001, to have and to hold, IN TRUST, for the uses and purposes and subject to the terms and
provisions thereof, including any alterations or amendments thereto, or any other inter vivos trust
which may hereafter be submitted therefor.
009206-00002l7.12.01/RWS/DCP/147611.1
ITEM V: I appoint Mid Penn Bank, of Dauphin County, Pennsylvania, Guardian of my property
which passes, either under this Will or otherwise, to a minor and with respect to which I am
authorized to appoint a Guardian and have not otherwise specifically done so, provided that this
appointment of a guardian shall not apply to property distributable to a minor for whom I have
otherwise made special provision and provided further that this appointment of a guardian shall not
supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor
or to another for the minor's benefit. Such guardian shall have the power to use principal as well as
income from time to time for the minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her parent's ability to provide for such support
and education, or to make payment for these purposes, without further responsibility to the minor, or
to the minor's parent to any person taking care of the minor.
ITEM VI. All federal, state and other death taxes payable because of my death, with respect to
the property forming my gross estate for tax purposes, whether or not passing under this Will,
including any interest or penalty imposed in connection with such tax, shall be considered a part of the
expense of the administration of my estate and shall be paid out of the principal of my estate without
apportionment or right of reimbursement, provided that any taxes in my estate on any portion of the
revocable life trust created by my husband on :Jv\f ;:l3 ,2001, may be paid from the assets
of that trust as provided herein.
ITEM VII. My Executor and Guardian shall have the following powers in addition to those
vested in them by law and by other provisions of my Will, applicable to all property, whether
principal or income, including property held for minors, exercisable without court approval, and
effective until actual distribution of all property:
A. To retain any or all of the assets of my estate, real or personal, including stock of my
corporate fiduciary, or of its parent holding company, without regard to any principle of
diversification.
B. To invest in all forms of property, including stocks, common trust funds and mortgage
investment funds whether operated by my corporate fiduciary or others, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any
principle of diversification.
009206-00002l7.12.01/RWS/DCP/147611.1
C. To sell at public or private sale, to exchange or to lease for any period of time, any
real or personal property and to give options for sales, exchanges or leases for such prices and upon
such terms and conditions as they deem proper.
D. To allocate receipts and expenses to principal or income or partly to each as they from
time to time think proper.
E. To borrow from, or to sell to, the Trustee under my husband's inter vivos trust
mentioned above, even though such Trustee may be my Executor.
F. To join my husband, Victor D. Macomber, or his personal representative in filing a
joint income tax return without requiring him or his estate to indemnify my estate against liability for
the tax attributable to his income and to consent to any gifts made by my husband during my lifetime
being treated as having been made one-half by me for purposes of the federal gift tax law.
ITEM VIII: I appoint my husband, Victor D. Macomber, Executor of this my last Will. Should
my husband, Victor D. Macomber, fail to qualify or cease to act as Executor, I appoint my son,
Dwight F. Macomber, and my daughter, Gay L. Macomber, Executors ofthis my last Will. Should all
ofthe foregoing fail to qualify or cease to act as Executor, I appoint Mid Penn Bank, Dauphin County,
Pennsylvania, Executor of this my last Will.
ITEM IX: My corporate fiduciary shall be entitled to compensation based on its regular schedule
of fees for such services in effect from time to time during the period over which its services are
performed.
ITEM X: I direct that my Executor and Guardian shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;?3.J.. day of
Ju \ i ' 2001.
~fI) 1/tt~ (SEAL)
ANDA W. MACOMBER
009206-00002l7.12.01/RWSIDCP/147611.1
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SIGNED, SEALED, PUBLISHED AND DECLARED, by Wanda W. Macomber, the Testatrix
above named, as and for her Last Will and Testament and in the presence of us, who, at her request, in
her presence and in the presence of each other, have subscribed our names as witnesses.
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Address
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUM BERLAND
I, Wanda W. Macomber, Testatrix, whose name is signed to the foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
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WANDA W. MACOMBER
Sworn to or afftrmed and acknowledged before me, by Wanda W. Macomber, the Testatrix, this
~ ((\ day of 3' U\J- ,2001.
Notarial Seal
Daria C. Parmer, Notary Public
Lemoyne Boro, Cumberland County
My Comml$Slon Expires Dec. 29, 2001 _
t.~t;""."",r p,,'<"')!'Y"~ f'~fooi.tit'tll,l' Not.rlll
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Notary Public
My commission expires:
009206-00002/7.12.01/RWS/DCP/147611.1
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
We, ~\<..W GJ 5tCh"'\- and~IZGA/L. ;;;...fi::/I.).::>, the witnesses whose names
are signed to the foregoing instrument, being duly qualified according to law, do depose and say that
we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and
Testament; that she signed willingly and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as
witnesses; and that to the best of our knowledge, the Testatrix was at that time at least 18 years of age,
of sound mind and under no constraint or undue influence.
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Sworn to or affirmed and subscribed to before me by ~,. (\JJ. 3~~ \ and
\~e","" l. T u( "'S. , witnesses, this 2~ ."'C\ day of \J\ \
2001.
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Notary Public
My commission expires:
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent:
WANDA W. MACOMBER
Date of Death:
October 12, 2001
Will No.:
2001-01084
Admin No.:
To the Register:
I certify that notice of (beneficial interest) estate administration 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 November 28, 2001;
Name
Address
victor D. Macomber
3452 Lisburn Road, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none.
Date: ~~ L
;l[-( 4v~
Si ature
Richard W. Stewart, Esq.
Name
Johnson, Duffie, Stewart & Weidner
301 Market St., P. O. Box 109
Lemoyne, PA 17043-0109
Address
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Capacity: 0 Personal Representative
[lg Counsel for personal representatiye
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Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of
Also known as
WANDA W. MACOMBER
No. 21-01-01084
Date of Death:
Social Security No.
10/12/2001
385-20-9083
. Deceased
L VICTOR O. MACOMBER
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 place opposite each item of said Inventory represent its fair value as of the date of the Decedent's death, and that
Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the
end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
RICHARD W. STEWART, ESQ.
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ORO.M ~~EXECUTOR
J.D. No.:
18039
Address:
3452 Lisburn Road
Address:Johnson, Duffie, Stewart & Weidner
Mechanicsburg, PA 17055
301 Market Street P.O. Box 109
Telephone: 717/766-6995
Dated: C' 1- ~'.2 - t::1"L
Lemoyne, PA 17043
Telephone: (717) 761-4540
Description
Value
1. 178 Pieces of Fine Art
Date of death value
$ 287,760.00
2. MidPenn Bank - Account No. 9013822
Date of death balance
1,830.39
3. MidPenn Bank - Account No. 9504085
Date of death balance
297.38
4. AUL Long Term Care Solutions, Inc. - refund
119.88
TOTAL: $ 290.007.65
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(Toll Free Number)
, i)'11
Februarv 12. 2003
Estate Tax Closing Dogum~m
(Not a bill for tax due)
RICHARD W STEWART ESO
301 MARKET ST
PO BOX 109
LEMOYNE PA 17043-0109
Estate Name: WANDA W MACOMBER
Social Security Number: 385-20-9083V
Date of Death: 10/12/01
We have determined the following:
NET ESTATE TAX: $
STATE DEATH TAX CREDIT: $
GENERATION-SKIPPING TAX: $
0.00
0.00
0.00
These figures do not include any interest and penalties that may be charged.
Please keep this document in your permanent records. You may need it to complete
administration of the estate, such as: close probate proceedings, transfer title to property, and
settle state taxes. Keep it with your cancelled check(s) to show that you have met the estate tax
obligation. Proof of payment in the amount shown above releases you of personal liability
(IRC 2204). If the time for payment in the amount shown above is extended under
section 6161, 6163, or 6166, personal liability is not released until full payment has been
received.
We will not reopen this return unless you notify us of changes to the return, or there is evidence
of misrepresentation of a material fact, a clearly defined substantial error based upon an
established Service position or a serious administrative omission. (See IRC 7121).
it
.
.
Field Director, Cincinnati Compliance Service Center
\, /?-c;t$- /-.3
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
'*
REY-485 EX AFP 100-D2l
RICHARD W STEWART
JOHNSON HAL
PO BOX 109
LEMOYNE
"l-Y ,
ESQ I:~
1C1
1_,.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'1 COUNTY
ACN
08-19-2002
MACOMBER
10-12-2001
21 01-1084
CUMBERLAND
201
WANDA
W
Allount Rellitted
PA ltb.43
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REV=48i--EX--AFP-Toi":.-02r----.-.-ii;cfficE--OF--iETERMINAfIoN'-ANi-As-sEs'ifMENY----------------------- -- ---
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF MACOMBER
WANDA
W FILE NO.21 01-1084
ESTATE TAX DETERMINATION
ACN 201
DATE 08-19-2002
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~ 1--;; - ,2,.3- /-9
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
gOUNTY
ACN
08-19-2002
MACOMBER
10-12-2001
21 01-1084
CUMBERLAND
101
RICHARD W STEWART
JOHNSON ETAL
PO BOX 109
LEMOYNE
rr)'.,
ESQ Ul
,
PA 1704~,\ I
". .''. ,i
Allount Rellitted
'*
REV-1541 EX AFP (01-021
WANDA
W
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 ~
REV=is4-j-EX-AFP-foY=02Y-NOTicE--OF-YtiHEifiiA'NCE-TAirA"PPRA-isEi"-ENT~--AL1-oWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MACOMBER WANDA W FILE NO. 21 01-1084 ACN 101 DATE 08-19-2002
TAX RETURN WAS: [X) ACCEPTED AS FILED
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 DJ
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E)
6. Jointly Owned Property [Schedule F)
7. Transfers [Schedule G)
8. Total Assets
[ ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
290,007.15
.00
51, 090.53
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
DATE
n~_~_' .
NUI1BER
[+J
INTEREST/PEN PAID [-)
(9)
(10)
9,123.81
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
341,097.68
9.123 81
331,973.87
.00
331,973.87
14, 15 and/or 1&, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
.00
.00
.00
.00
.00
.00
. 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.)
.00
(11)
(12J
(13)
(14)
331,973.87 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
C/~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: WANDA W. MACOMBER
Date of Death: October 12, 2001
Will No.: 2001-01084
Admin No.:
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 2S. 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 2S.
B. The separate Orphans' Court No. (if any) for the personal
representative's account is:.
C. Did the personal representative state an account informally to the
parties in interest? Yes No X
The Executor and the surviving spouse of the decedent was
the sole beneficiary.
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: dj;! ~ 3
../c/ 4A-
Signature
Richard W. Stewart, Eso.
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemovne. PA 17043-0109
Address
(717) 761-4540
Telephone No.
Capacity:
Personal Representative
2S. Counsel for Personal Representative
/ '? -c:2c::3 - /~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
RICHARD W STEWART ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
REV-15' EX AFP <O1-O2l
11-24-2003
MACOMBER
10-12-2001
21 01-1084
CUMBERLAND
202
WANDA W
Allount Rellitted
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. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ......
RE-V:736--EX--AFP--[oi~-02)-----iii-Nifficif-oF--iETifRMliiATlo-N-Aiii-ASisEss-MENir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF MACOMBER
WANDA
W FILE NO.2l 01-1084
ACN 202
DATE 11-24-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU "AY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
,.,.
oXIEXI&-OO).
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500
OFFICIAL USE ONLY
G
17- ),3-r~
~._-,--~._-------
FILE NUMBER
21-01
01084
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
385 - 20
I-
Z
W
C
W
o
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
MACOMBER, WANDA W.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
October 12, 2001 February 14, 1927
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
victor D. Macomber
w
I-,
~:$UJ
0"'''
w"O
",00
0"'....
....
..
'"
[Xl 1. Original Return
o 4. limited Estate
[Xl 6. Decedent Died Testate (AUach oopy of Will)
o 9. litigation Proceeds Received
9083
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 2. Supplemental Return
o 4a. Future Interest Compromise (date of death aller 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrusl)
D 10. Spousal Poverty Credit (dele of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior 10 12.1J.82)
IZl 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (AlIachSch0)
,TH",S SEC::'1:IO~ r.ltiSt,BE: COMPLETEp.'ALI.:C;:.RRESPONDt=NC;
NAME
I-,
z
w
o
z
o
..
'"
w
'"
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o
o
Richard W. Stewart Es
FIRM NAME (If Appllcableb .
Johnson, uffle, Stewart & Weidner
TELEPHONE NUMBER
ANqtiNF"IPE TIAI";-rAi((NFORMA'ndN:SHo:YTD'B~ojR 3:::tE;PlP:"i
COMPLETE MAILING ADDRESS
301 Market St.
P. O. Box 109
Lemoyne, PA 71043-0109
(717) 761-4540
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus Une 11)
z
o
~
:J
!:::
Q.
<
o
w
~
(1) -0- OFFICIAL USE ONLY
(2) -0-
(31 -0-
(4) -0-
(5) 290,007.15
(6) -0-
(7) 51,090.53
(B) 341,097.68
(9) 9,123.81
(10) -0-
(11)
(12)
(13)
9,123.81
331. 973.87
-0-
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
331,973.87
z
o
!;;(
I-'
:J
Q.
:i!:
o
o
><
~
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount ofUne 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
20.0
> >BE SURE TO ANSWER ALL QUESTIONS ON .REVERSE SIDE AND RECHECK MATH < <
331,973.87
x.o~ (15) -0-
x.O_ (16) -O-
x .12 (17) O-
x .15 (18) -0-
(19) -0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 3452 Lisburn Road
CITY Mechanicsburg I STATE PA piP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credil
B. Prior Payments
C. Discount
-0-
Totai Credits (A + B + C ) (2)
-0-
3.
InteresVPenalty if applicable
D. Inlerest
E. Penalty
(3)
(4)
(5)
(SA)
4.
TotallnteresVPenalty ( 0 + E )
If Line 2 is greater than Line 1 + Line 3, enler the difference. This is Ihe OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is grealer than Line 2, enter the difference. This Is the TAX DUE.
-0-
A. Enter the interest on the tax due.
B. Enter lhe total of Line 5 + SA. This is the BALANCE DUE. (5B) - 0-
Make Check Payable to: REGISTER OF WILLS, AGENT
~\f~l\I:i'lJ~':W~~~~,iI~~~~~~w~E!j!Elli;!lm,II~~;~1!;:~~,ill;;l
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right 10 designate who shail use the property transferred or its income; ............................................ 0
0. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
wilhout receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trusl for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which
conlains a beneficiary designation? ........................................................................................................................ 0
No
IKI
IKI
IKI
!Xl
~
[Xl
o
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 perjury, I declare lhat I have examined this return, including accompanying schedules and statements, and to the besl of my knowledge and belief, it is true, correct
and complete.
Dedaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
RESPONSIBLE FOR FILli'j/3 RETURN
/' nVt ~ C:'e"-<'
acorn er, xecu or
3452 Lisburn Road, Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTH T N ;;KTIVE
DATE
07- (::J Z. C!
ADDRESS
ADDRESS
DATE
G-- ]7-02.-
301 Market st., P. O. Box 109, Lemoyne, PA 17043-0109
~'.:_:;~:~~~;~~?ff~SS[~~g1/&;i.r;Z~~~fgif3~F~I~;S@Zf\,~D:yi:::~Sf:i~,:j;~~f~;;?~if~E1Jt1}~2:!f~-~~:~!~;D:~:.~f;Q;'0N€~;~ji;r;::~~7iT0i~T~Jd~IZ~iS~-tf:fbl~U~2:iifJ32(ti~i~n!IZid?:',-
For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (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% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot 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 twenty-one years of age or younger at death to or for the use of a nalural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)J.
The tax rate imposed on the net value 01 transfers to or for Ihe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers 10 or for the use of Ihe decedent's siblings is 12% [72 P.S. 99116(a)(1.3)J. 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.
. FlEV.15Oll EX+ (1.97)
ESTATE OF
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
MACOMBER, WANDA W.
FILE NUMBER
21-01-01084
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4 .
DESCRIPTION
VALUE AT DATE
OF DEATH
178 pieces of Fine Art
(See List attached)
Date of death va1ue*
*(Mrs. Macomber, the decedent, was the artist who
painted practically all the paintings on the list
and the values listed were the asking values by the
artist) .
287,760.00
MidPenn Bank - Account No. 9013822
Date of death balance
1,830.39
MidPenn Bank - Account No. 9504085
Date of death balance
297.38
AUL Long Term Care Solutions, Inc.
Refund
119.38
TOTAL (Also enteron line5, Recapitulation) $ 290,007.15
(If more space is needed, insert additional sheets of the same size)
Paintine: Title
701
701 + 2
ADayofMeditation
AddedDimensions
Ages Past, CanyonDeChelly
Ages Past, Canyon DeChelly No. N
ALineofSight
AmericanPyrarnid
American PyramidNo. II
Angel No. VI
AngelNo.IX
ArizonaLandscape
Arizona Landscape
ArizonaLandscape
ArizonaLandscape
Arizona Landscape
ArizonaSeriesNo.II
ArizonaSummitt
Arizona Tapestry
ArtDeco Transition
A Terrace View
At Peace with the Land
August September
Autumn
A WindowWithin
Baltimore
BaltimoreHarbor Scene
BeforeDawn
BigBridge
Black & White Collage
Black Gold
Blue Water
Blue WaterPrint
Bridge
Canyon
Canyon Series NO.1
Canyon Series No.2
Canyon Series No.2, Canyon NO.9
Canyon Series No. 7
Canyon Series No. S
Canyon Series No. IS
Canyon Tapestry No. 17
List of Fine Art
Page 1 of5
Size
3S"x54"
40"x54"
26114" x 34"
36"x4S"
20112" x 30"
20"x30"
6"xS"
36" x 4S"
36"x4S"
16112" x 22112"
12" X 21I12"
29"x34"
IS"x24"
20"x24"
22"x30"
22"x30"
19" x2S"
121/4" x 141/4"
IS"x4S"
36"x4S"
141/4" x 27114"
20114" X 253/4"
21 X 291/4"
21" X 25112"
36" x4S"
40"x54"
36"x4S"
IS"x IS"
40"x54"
12"x4S"
24"x36"
40"x54"
20"x2S"
2S"x4S"
19 x 2S"
191/4" X 2S1/4"
15" x 25"
141/4" x IS]/4"
19" X2S112"
20"x27"
111/4" x 141/4"
12"x20"
Value
$ 4,500.00
4,500.00
1,800.00
4,500.00
750.00
750.00
50.00
3,500.00
3,500.00
400.00
285.00
500.00
500.00
500.00
400.00
400.00
350.00
125.00
1,800.00
6,000.00
550.00
575.00
1,200.00
500.00
3,000.00
4,500.00
4,500.00
250.00
5,000.00
500.00
750.00
5,000.00
75.00
2,000.00
650.00
500.00
350.00
350.00
500.00
500.00
175.00
250.00
Artist
Nancy Ames Reed
List of Fine Art
Page 2 of5
Paintinl! Title Size Value Artist
Central Soya 38"x40" $ 900.00
Cities, Today & Tomarrow 12"x38" 500.00
City of Gold 18114" x 221/8" 385.00
City TransitionNo. VII 14"x24" 150.00
Cloud Capture 30"x54" 4,500.00
Cloud Cover 36"x48" 4,500.00
CloudWalk 40"x 54" 4,500.00
Clouds Under Glass 40"x54" 4,500.00
Contained 18"x32" 1,000.00
Death Cry 17"x 18112" 250.00
Departure 36"x48" 3,000.00
DimensionE 15"x22" 150.00 Strickland
DouglasArizona 18"x22" 500.00
Dusk 38"x50" 4,000.00
Earth's Treasure 12" x 16" 225.00
Earth's Treasure No. ill 121/4" X 181/4" 225.00
Earth's Treasure No. IV 121/4" X 21112" 300.00
Earth's Treasures 153/4" X 18" 150.00
Enunciation 223/4" x 303/4" 850.00 JanvanEyck
Ethereal Series No. I 21"x34" 650.00
Ethereal Series No. n 22"x34" 650.00
Ethereal Series No. ill 36" x 48" 1,000.00
Ethereal Series No. IV 36"x48" 1,000.00
Ethereal Series No. V 30"x42" 650.00
Fields of Glory 185.00
Flight of the Clouds 40"x54" 5,400.00
ForestEtude 22"x24" 1,000.00
Fort No. n 6"xlO" 175.00
FullMoon 30"x42" 2,000.00
Full Sail No. I 42"x54" 3,000.00
FullSailNo.ill 36" x48" 3,000.00
Globe, Arizona 18"x24" 350.00
InwardJourneyNo.n 900.00
Inward Journey No. ill 131/4" X 22114" 460.00
Island of San Juan 400.00
Jettisoned West 18"x37" 2,000.00
JungleHeat 24"x24" 800.00
Lake Powell No.n 30"x42" 2,000.00
Lake Powell No. ill 21"x243/4" 450.00
Light and Space 20"x24" 600.00
Light TransitionNo. IV 36"x42" 900.00
Lunar Temple 36"x48" 3,000.00
List of Fine Art
Page 3 of5
Pain tine Title Size Value Artist
Mary 151/4" X 19112" $ 400.00
Mauve City No. IT 20"x36" 1,000.00
MechanismNo. I 38"x54" 4,000.00
Mimey 22\/4" X 221/4" 350.00
Minnie 22114" x 221/4" 350.00
Montage No.2, Collage 12"x48" 750.00
Mushrooms 24"x36" 2,000.00
My ViewZilwaukee 40"x54" 5,000.00
Network 42"x48" 3,000.00
Network No. IT 32"x48" 4,000.00
New York 10" x 16" 225.00
Night Cityscape 20"x24" 300.00
Night Magic No. I 163/4" x 151/4" 325.00
Night Magic No. IT 133/4" x 131/4" 275.00
Night Magic No. ill 151/4" x 181/4" 300.00
Night Magic No. IV 151/4" X 181/4" 300.00
NightMagicNo. V 151/4" X 201/4" 300.00
NightMagicNo. VI 113/4" X 20" 275.00
NightMagicNo. vn 133/4" x 20114" 325.00
Night Magic No. VII 143/4" x 18114" 380.00
NightMagicNo. IX 131/4" x 181/4" 350.00
NightMagicNo. X 131/4" x 171/4" 350.00
Oasis 40"x54" 6,000.00
Oil Montage 34"x48" 3,000.00
Onward Upward 36"x48" 4,500.00
Open Door 40"x54" 4,500.00
Passing Through 36"x48" 4,500.00
Patterns of the Past 20"x30" 750.00
PennsylvaniaHills 16"x42" 750.00
Rebirth 12" x 12" 300.00
Reflected Glory 30"x54" 3,500.00
Road Stop 18"x40" 2,000.00
San Juan Fort No. ill 193/4" x 253/4" 425.00
Sea Series No. IT 42"x54" 5,500.00
Sea WorldNo. IT 15112" x211/4" 375.00
Second Street 18"x48" 1,000.00
ShimmeringNight 14"x21" 300.00
Sky & Sea 40"x54" 5,000.00
Skyward 13"xI5" 350.00
Small Windows - Series No. I 13"x 16" 185.00
Small Windows - Series No. IT 12"x 18" 185.00
List of Fine Art
Page 4 of5
Paintine Title Size Value Artist
Small Windows - Series No. ill 12112" X 15112" $ 185.00
Small Windows - Series No. IV 11112" X 15112" 185.00
Small Windows - Series No. V 13"x 18" 185.00
Small Windows- Series No. VI 123/4" X 151/4" 185.00
Smelter Plant 28" x38" 3,000.00
Snow Painting 22"x30" 350.00
South Western Montage No. ill 20"x30" 750.00
South WesternMontageNo. IV 20"x30" 750.00
South Western Montage No. V 21"x29" 750.00
South Western Montage No. VI 111/4" x 161/4" 225.00
Space Age 1989 15" x 183/4" 600.00
Space Piece 21"x29" 350.00
Space TransitionABC 48" x 108" 2,400.00
SpaceWalkNo.I 211/4" x 221/4" . 400.00
Space Walk No. IT 16" X 261/4" 400.00
Space Walk No. ill 141/4" X 221/4" 325.00
Space Walk No. IV 181/4"x23" 425.00
Space Walk No. V 131/4" X 231/4" 375.00
Space Walk No. VI 13"x201/4" 325.00
StillLife 24"x30" 150.00 Boggs
Strawberry Square 36"x48" 4,000.00
Strawberry Square No. I 40"x54" 4,500.00
Strawberry Square Collage 20" x20" 150.00
Summer Shadows No. IT 26"x54" 2,000.00
SunReflecred3Bridges 36"x48" 4,000.00
Superstition Mountain 20"x24" 300.00
The5:18 30"x40" 3,000.00
The Day the Clouds Came Down 40"x54" 5,400.00
The Fort at SanJuan 171/4" x 221/4" 385.00
The Fort No. ill 20"x26" 425.00
The Maze 36"x48" 4,500.00
TheMeetingPlace 36"x48" 4,500.00
The Red Doors 161/4" x 143/4" 450.00
The Sentinal 36"x48" 4,500.00
The Sentry SanJuan 171/4" x 211/4" 385.00
The Sentry 36"x50" 3,000.00
The Vista 40"x54" 5,000.00
Three Angels 13112" x 161/4" 225.00
TransitionNo. II 30"x42" 2,000.00
TransitionNo. IV 24'~x36" 4,000.00
TransitionNo. XI 38"x48" 4,000.00
TransitionBlue Water 36"x48" 4,500.00
Totals
178 pieces
$ 287,760
~.""~"'.n '*'
COMMONWEAlTH OF PENNSYLVANlA
'NHERlTANCE TAX RETURN
RES' DENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
ESTATE OF
MACOMBER, WANDA W.
FILE NUMBER
21-01-01084
This schedule must be completed and filed W the answerto any of quaslions 1 through 4 on tha reverse sIde of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INClUOETllENoWEOfTHETRANSfEREE.1llEIRRElATlOHSHIJlTODECSlENTANOTHE OA.TEOFTRANSFal. DATE OF DEATH DECD'S EXCLUSI~~ TAXABLE VA
ATTAQl A COPY Of TliE oeeo FOR REAl ESTATE.
NUMBER VALUE OF ASSET INTEREST nFAPPlICA.BtE
1.
Allfirst Bank - Individual
Retirement Account
Account No. 8-700-025-8342001
Beneficiary: 51,090.53 100% 51. 090.53
Victor D. Macomber, Spouse
I.
- TOTAL (Also enter on line 7, Recapitulation\ $ 51,090.53
(If more space Is needed, Insert additional sheets of the same size)
REV-15'1 EX+ (12-99) .
. ~.,~..O
1f>('~Vflf :>'1'1
.~~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MACOMBER, WANDA W.
FILE NUMBER
21-01-01084
Debts of decedent must be reported on Schedule J
ITEM AMOUNT
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
1. 2,884.00
Myers Funeral Home
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representalive(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City Slale _ Zip
Year(s) Commission Paid:
2. Attorney Fees - Johnson, Duffie, Stewart & Weidner 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, aUach explanation)
Claimant Victor D. Macomber
Street Address 3452 Lisburn Road 3,500.00
Cily Mechanicsburg, Slala~Zip 17055
Relationship 01 Claimant to Decedent Husband
4. Probate Fees - Register of Wills - Cumberland County 48.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal - legal advertisement 75.00
8. The Patriot-News - legal advertisement 96.81
9 . Register of Wills - file Inv. & Inheritance Tax Return 20.00
TOTAL (Also enter on line 9, Recapituiation) $ 9,123.81
(If more space is needed, insert additional sheets of the sama size)
-
REV..,miOX.!,.S7)
ESTATE OF
NUMBER
I.
SCHEDULE J
BENEFICIARIES
. ,
FILE NUMBER
21-01-01084
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Husband
AMOUNT OR SHARE
OF ESTATE
Tangibles and
Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
MACOMBER, WANDA W.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
victor D. Macomber
3452 Lisburn Road
Mechanicsburg, PA 17055
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)