HomeMy WebLinkAbout01-1177
Estate of S f\ f ~
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
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No.
To:
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. I -; -)- ) L -- Lt:5 2- c' 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
in the last will of the above decedent, dated '-( - I 5
and codicil(s) dated
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
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Decendent was domiciled at death in C VI. h-, & [; (i: L A .c~ 'V
last family or principal residence at C c' i ~.. ~- ';
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(list street, number and muncipality)
County, Pennsylvania, with
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Decendent, then '7[ years of age, died j) f C 1''/ , -1-9: c-
at KL'L / <, r', C' '\ ~-{' sf' I TAL
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:
$
$
$
$
) ~- c' () ,()
WHEREFORE, petitioner(s) respectfully re~ues~ the probate of the last will and codicil(s)
presented herewith and the grant of letters TES AM TARY
(testamentary; administration c.I.a.; administration d.b.n.c.l.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) 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 truly administer the estate according to law.
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No. 21-01-1177
Estate of SARA M. McGANN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
DECEMBER ?8 t~___
_~_1001. in (,',r:olUt::r"lIiur. '.
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the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated APRIL 14, 1989
described therein be admitted to probate and filed of record as the last will of
SARA M. McGANN
TESTAMENTARY
JOANNE M. SADLER
and Letters
are hereby granted to
lr~~. 'I~uw l~A.. (0.(0 UC.d;-Ul/Of!.fJl.rfl0
, Register of wiils
FEES
Probate, Letters, Etc. ......... $ 50.00
Short Certificates( 2) . . . . . . . , .. S 6.00
~ J;:~:r.RA.:P9.S..~... S 21.00
JCP S 5.00
TOTAL _ S 82.00
Filed .P~.G~~~.R; .~?... .~q9~..............
:\ DORNEY (Sup. C:. 1.D. No.)
ADDRESS
PHONE
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MAILED LETTERS AND ORDERS TO EXECUTRIX DECEMBER 28, 2001
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21-01-1177
LAST WILL AND TESTAMENT
OF
SARA M. McGANN
I, Sara M. McGann, of Lower Paxton Township, Dauphin
County, Pennsylvania, being of sound and disposing mind and
memory, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils previously made
by me.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be
payable by my estate or by any recipient of any property, shall
be paid by my Executor out of the property passing under this
Will, which is not specifically devised or bequeathed, as an
expense and cost of administration of my estate. My Executor
shall have no duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance
or other property not passing under this Will. If the assets not
specifically devised or bequeathed are not adequate for the
payment of all such taxes, then the recipients of the property
specifically devised and bequeathed shall each pay a pro rata
portion of any such tax based upon the valuation of the property
received by each such recipient as finally determined for Federal
Estate Tax purposes, or if no such determination is made, then
for applicable State Inheritance Tax purposes.
ITEM II: I hereby exercise all powers of appointment
PAGE 1 OF 7 PAGES
which I may have at the time of my death in favor of my Executor,
and all property sUbject to all such powers of appointment shall
be included in my estate.
ITEM III: I hereby give the following special bequests
to the following persons upon my death:
A. I give and bequeath my grandmother clock and my
diamond dinner ring to my son, Niles M. Meyers, of
Lacey, Washington.
B.. I hereby give and bequeath my set of Noritake china
to my son, Donald H. Meyers, of Greenwood, South
Carolina.
C. I give and bequeath all of my remaining jewelry, my
antique wooden rocking chair, and all of my cut glass
to my daughter, Joanne M. Sadler, of Marysville,
Pennsylvania.
In the event that any of my aforesaid children predecease
me, I direct that their gifts shall lapse and become part of the
residue of my estate under the terms of this Last Will and
Testament.
ITEM IV: I hereby give, devise and bequeath the rest and
remainder of my estate, whether real, personal or mixed, of
whatsoever nature or kind and wherever located, in equal shares,
to my children, Joanne M. Sadler, Niles M. Meyers, and Donald H.
Meyers.
In the event that one of my said children predeceases
me, I give, devise and bequeath his or her share of the estate to
the surviving issue of said deceased child, in equal shares.
ITEM V: If at any time any minor child shall be entitled
to receive any assets under this Last Will and Testament, as to
each such minor child, I give, devise and bequeath said minoris
PAGE 2 OF 7 PAGES
share of my estate unto the surviving parent of said minor child,
AS TRUSTEE, IN TRUST NEVERTHELESS, for the following uses and
purposes ::
A.
Upon my death, my said Trustee shall have, hold,
manage and invest and reinvest the principal of the
trust, and shall pay to or for the benefit of said
minor child in not less than quarterly installments
so much of the net income of said trust as the
Trustee, in his or her sole discretion, shall deem
necessary and appropriate for said minor child's
educational, medical, or maintenance needs. The
Trustee is specifically authorized to apply so much
of the principal and income of the trust at such
times as, in the sole discretion of the Trustee, may
be necessary or appropriate to pay any costs incurred
relative to such minor child. Upon such minor child
B.
attaining the age of twenty-one years, he or she
shall be paid all of the remaining assets of the
trust, including any accumulated income.
If at any time before final distribution of the
assets of the trust established for a minor child
such minor child dies, the trust shall terminate and
all the then assets of the trust shall be paid to the
then living brothers and sisters of said minor child,
in equal shares.
ITEM VI: In the settlement of my estate and during the
continued existence of the foregoing trusts, my Executor and my
Trustee of each trust shall possess, among others, the following
powers to be exercised for the best interests of the
beneficiaries:
a) To retain investments I may have at my death so
PAGE 3 OF 7 PAGES
long as my Executor or Trustees may deem it
advisable to my estate or trust to do so.
b) To vary investments, when deemed desirable by my
Executor or Trustees, then to invest in such bonds,
stocks, notes, real estate mortgages, or other
securities, or in such other property, real or
personal, as they shall deem wise, without being
restricted to so-called "legal investments".
c) In order to effect a division of the principal of
my estate or of any trust or for any other purpose,
including any final distribution, my Executor and
Trustee are authorized to make said divisions or
distributions of the personalty and realty partly
or wholly in kind. If such division or
distribution is made in kind, said assets are
required to be divided or distributed at their
respective values on the date or dates of their
division or distribution.
d) To sell either at public or private sale and upon
such terms and conditions as the Executor or
Trustee may deem advantageous to the estate, or any
trust, any or all real or personal estate or
interest therein owned by the estate or trust
severally or in conjunction with other persons or
acquired after my death by my Executor or Trustee,
and to consummate said sale or sales by sufficient
deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title, free and
clear of all trusts and without obligation or
liability of the purchaser or purchasers to see to
the application of the purchase money or to make
inquiry into the validity of said sale or sales;
PAGE 4 OF 7 PAGES
also, to make, execute, acknowledge and deliver any
and all deeds, assignments, options or other
writings which may be necessary or desirable, in
carrying out any of the powers conferred upon my
Executor or Trustee in this paragraph or elsewhere
in my Will.
e) To mortgage real estate, and to make leases of real
estate.
f) To borrow money from any party, to pay indebtedness
of mine or of my estate or of a trust, expenses of
administration or inheritance, legacy, estate and
other taxes.
g) To pay all costs, taxes, expenses and charges in
connection with the administration of my estate or
trust. My Executor shall pay the expenses of my
last illness and all funeral expenses.
h) To vote any shares of stock which form a part of
the estate or of any trust, and to otherwise
exercise all the powers incident to the ownership
of such stock.
i) In the discretion of my Executor or Trustee, to
unite with other owners of similar property in
carrying out any plans for the reorganization of
any corporation or company whose securities form a
part of the estate or of any trust.
j) To assign to and hold in a trust an undivided
portion of any asset.
k) In the discretion of my Trustees, if the size of
any trust herein established shall become so small
that it is impractical or uneconomical to continue
said trust, my Trustees may distribute all accumu-
lated income and principal to the then income bene-
PAGE 5 OF 7 PAGES
ficiaries in proportion to their income interests.
1) The right and discretion to elect the most
propitious settlement options for any employee
benefit options payable to any trust assuming such
election shall be in accordance with procedures
established by the plan's administrative committee
or administrator, as the case may be.
ITEM VII: Any person who shall have died at the same
time as Testatrix, or in a common disaster with her, or under
such circumstances that it is difficult or impossible to
determine who died first, or who shall have died less than thirty
(30) days after the death of Testatrix, shall be deemed to have
predeceased her.
ITEM VIII: I hereby nominate, constitute and appoint my
daughter, Joanne M. Sadler, to be the Executrix of this my Last
Will and Testament. In the event of her death, resignation,
refusal or inability to serve, I nominate, constitute and appoint
my son, Niles M. Meyers, to be my Executor. My Executor and
Trustees are specifically relieved from the duty or obligation of
the filing of any bond or bonds in this or any other
jurisdiction.
ITEM IX: All references herein to the Executor and/or
any such terms in the masculine form shall be deemed to include a
reference to the Executrix and/or any such comparable term in the
feminine form, when and if applicable, and shall have the same
force and effect as if set forth originally in the feminine form.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last will and Testament, consisting of this and the
PAGE 6 OF 7 PAGES
preceding si x (6) pages, this It; ti-day of c~td
, 1989.
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V(iAI:_ hi 111 C )!1t:1'Y1Mj
Sara M. McGann
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-
named Testatrix, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence and in
the presence of each other, have hereunto set our hands and seals
the day and year above written, and we certify that at the time
of the execution thereof, the said Testatrix was of sound and
disposing mind and memory.
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PAGE 7 OF 7 PAGES
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, Sara M. McGann, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
S"wrn to or affirmed and aCknOWledged~efO,r~, me by Sara
M. McGann, the Testatrix, this 10C(" day of a d -(
1989.
,(/;{~J..- )/1, )11
Sara M. McGann
Testatrix
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(SEAL)
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My
AFFIDAVIT
NOT AR IAl SEAL
PATR:C'f\ A. Pc.:: Le. ihl2ry Public
HarrisbJrg, LJL.:;:i:in CO'..)nty, Pa.
My Commission Expires June ~~2.:.~.9....'
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COMMONWEALTH OF PENNSYLVANIA )
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COUNTY OF DAUPHIN )
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We, .;j, kM.0~:)I1 ~ ~'1-U-(~'\.flL~(,'\J
and ~ N, < IJ ~/ , the witnesses whose names are
signe to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument as
her Last vvi11; that the Testatrix signed willingly and executed
it as her free and voluntary act for the purposes therein
expressed;: that each subscribing witness, in the hearing and
sight of the Testatrix, signed the Will as a witness; and that,
to the best of our knowledge, the Testatrix was at that time 18
or more years of age, of sound mind and under no constraint or
undue influence.
Sworn to or affirmed
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and subscribed to before me
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, wi tnesses, this / <I ~day of
by
and
, 1989.
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Witness
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Notary PubllC
My commissio1 ~XpiL~~.
NOTARIAL SEAL 1
PATRICiA Ii PE'-'E~
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SADLER JOANNE M
111 RIDGEVIEW DRIVE
MARYSVILLE, PA 17053
__nun fold
ESTATE INFORMATION: SSN: 178-16-4520
FILE NUMBER: 21 - 2001 - 1 1 77
DECEDENT NAME: MCGANN SARA M
DATE OF PAYMENT: 01/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2001
NO. CD 000798
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $271.50
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TOTAL AMOUNT PAID:
REMARKS: JOANNE M SADLER
CHECK# 7870
SEAL
INITIALS: SK
RECEIVED BY:
$271.50
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
SARA M McGANN
Date of Death:
12-19-2001
Will No.
2001-01177
Admin. No.
21-01-1177
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
Name
Address
JOANNE SADLER
111 RIDGEVIEW DRIVE
MARYSVILLE PA 17053
NILES MYERS
3902 APOLLO ST S.E.
LACEY WA 98503
DONALD MYERS
2221 S.E. FIRST TERRACE CAPE CORAL FL 33990
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
1-21-2002
Sign.r
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ML
Name
:TOANNF. SADT.F.R
Address
111 RIDGEVIEW DRIVE
MARYSVILLE PA 17053
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
McGann, Sara M
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
12-19-2001 4-15-1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
w ~ I. Original Return 0 2. Supplemental Return
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,,00 ~ 6. Decedent Died Testate (Attach copy ofWi~) 0 7. Decedent Maintained a Living Trust (Attach copy ofTrusl)
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0. 0 9 Litigation Proceeds Received 010. Spousal Poverty Credit (dale of dealh betwee~ 12-31-91 a~d 1-1-95)
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STFPA42021F.1
OFFICIAL USE ONLY
11--30 -J
FILE NUMBER
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COUNTY CODE
.Q~-1.17
YEAR
NUMBER
SOCIAL SECURITY NUMBER
178-16-4520
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
0 3. Remainder Return (dale ofdealh priOflo 12-1:l-B2)
0 5. Federal Estate Tax Return Required
- 8. Total Number of Safe Deposit Boxes
011. Election to tax under Sec. 9113(A) (Attach 5ch 0)
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TIjI$$~ctltlNMti$t$~j:;QMP~~tEl);A~ii~Re$f1QNilalCeANPCtlN~lbEt,rtIAl;tAXlN~QRMATIPl'j$I!QU~il$~i:1IR~PTEi)tO(
NAME COMPLETE MAILING ADDRESS
Joanne Sadler 111 Ridgeview Drive
FIRM NAME {If Ajopli"ble) Marysville, Pa 17053
TELEPHONE NUMBER
717-957-2515
1. Real Estate (Schedule A}
2. stocks and Bonds (Schedule B)
(I)
(2)
(3)
(4)
(5)
20 0 I CHECK tlllRlllfYol.IARll RllQUIl$TINGA l'l~fJJNll Qf AN OVllRPAVMIl!l1
> > 8E SURE TO ANSWER ALL QUESTIO/!IS ON'REVERSE SIDE AND RECHECK MATH < < .
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4 Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Soh.dul.E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(ScheduleG orL)
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 Line 11)
(9)
(10)
(8)
6,062.00
91.71
(11)
(12)
(13)
(6)
12,504.63
(7)
13. Charrtable and Governmental BequestS/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. N.tValue Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
XO_ (15)
6,350.92x.045 (16)
X .12 (17)
X .15 (18)
(19)
16 Amount of Line 14 taxable at lineal rate
17 Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
,or
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12,504 63
6,153.71
6,350.92
(14)
6,350.92
285.79
285.79
,Decedl,Snt's Complete Address:
'FREET ADDRESS c t Meadows
oun ry
CITY . b ^(J I STATE I ZIP 17055
Mechanlcs ur Pa
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
285.79
14.29
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
14.29
TotallnteresUPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5)
0.00
271.50
A. Enter the interest on the tax dUe.
Make Check
(5A)
(5B)
to: REGISTER OF WILLS, AGENT
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE,
271. 50
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 to designate who shall use the property transferred or its income; 0
c. 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
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust 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
contains a beneficiary designation? ................................. ............ 0 !XI
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 that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declarabon of preparer other than the personal representative is based on all information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESP NSIBLE FOR FiLING RETURN
Iv-.
No
lliI
lliI
lliI
lliI
lliI
!XI
ADD SS
111 Ridqeview Drive Marysville, Pa 17053
SIGNATURE OF P EP~HER THA~RESENTATIVE
ADDRESS
DATE
~
I - A:r - 2...<:>0 "1.-
DATE
(r;tJ'nv
For dates 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 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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.
STF PA42021F.2
-
REV-1509 '~X + (1-97) (I)
,
\
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Sara M McGann
FILE NUMBER
21-01-01177
If an asset was made joint within one year ofthe decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT{S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Joanne Sadler
111 Ridgeview Drive
Marysvil1e, Pa 17053
Daughter
B. Niles M Myers
3902 Apollo Street S.E.
Lacey, WA 98503
Son
C. Donald Myers
2221 S. E. First Terrace
Cape Coral, FL 33990
Son
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial inslitlllion and bank accounl oomber or similar i denlifyingnumber, DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A 4-97 First National Bank of Marysvi11e 6,910.55 50 3,455.28
Checking Account
001-000-0000-0058895132
2 A 5-99 First National Bank of Marysville 36,197.41 25 9,049.35
B Savings Account
C 18026672
TOTAL (Also enter on line 6, Recapitulation) $ 12,504.63
(If more space is needed, insert additional sheets of the same size)
STF PA42021 F.10
\
1 IMI3 12/26/01
SARA M MCGANN
OR JOANNE M SADLER
111 RIDGE VIEW DRIVE
BALANCE
LAST STATEMENT
9568.81
DATE
12/13
12/17
12/20
-
CK NBR
7853
7857
DDA STATEMENT INQUIRY 10.27.00 PAGE
ACCOUNT 001-000-0000-0058895132
DATE THIS STATEMENT 12/26/01
DATE LAST STATEMENT 12/12/01
*****DDA TRANSACTIONS*****
CHECKS/OTHER DEBITS DEPOSITS/OTHER CREDITS
NBR TOTAL AMOUNT NBR TOTAL AMOUNT
2 2658.26 1 5000.00
AMOUNT TY
2458.26
200.00
5000.00
TRANSACTION
CHECK
CHECK
DEPOSIT
DESCRI PTI ON
1
BALANCE
THIS STATEMENT
11910.55
BALANCE
7110.55
6910.55
11910.55
SSl ACCOUNT 18026672
SrATEMENT SAVINGS 100
SARA M*MCGANN, JOANNE M*SADLER BRANCH 00 OFF 30
DONALD*MEYERS, NILES*MEYERS SS 178-16-4520
C/O JOANNE M*SADLER HOME 717-957-2515
III RIDGEVIEW DRIVE BUS 000 0000
MARYSVILLE PA 17053-1006 DLY RATE 2.2312
. . - . . . . . - - - - - - . - . . - - - - - - - - - . _ _ _ _ _ _ _ _ _ H _ . . . _ _ _ _ _ _ _ . _ . . . . _ _ _ _ _ _ _ _ _ _ _ . _ _ _ . _ _ _ _ _ . . . _
\ BPJ\NCH
2
MEMO CURRENT DATE OF AMOUNT OF LAST ACCRUED INTEREST AMOUNT
BALANCE LAST DEP DEPOSIT INTEREST YR TO DATE LST INTEREST
. - - . . . . . . - " - - - - - - - - - - . - - - - - - . " . . - - H . . - - . - - . . _ . _ _ _ _ _ . . _ _ " _ _ _ _ _ _ _ . M _ " _ M " _ " " _ _ _ _ . . .
36,197.41
"'
AVAIL BAL -CHECK-
36,197.41
HOLD AMT
CYCLE
4
LAST MAINT
12/20/2001
MEMO POST
37 SARA M MCGANN DIED 12-19-01
MSG SIG USR
ENTER OPTION
REV-1511 EX + (1-97) (I)
,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
"
ESTATE OF
Sara M McGann
FILE NUMBER
21-01-01177
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Zimmerman - Auer Funeral Home 5,680
Harrisburg, Pa 17109
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representabve(s)
Social Securrty Number(s) f EIN Number of Personal Representative(s)
street Address
City state Zip
Year(s) Commission Paid'
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanabon)
Claimant
street Address
City state Zip
Relationship of Claimant to Decedent
4. Probate Fees 82
5. Accountant's Fees
6. Tax Return Preparer's Fees 300
7.
TOTAL (Also enter on line 9, Recapitulation) $ 6.062.00
(If more space is needed, insert additional sheets of the same size)
STFPA42021F12
-
, REV-15121:X+ (1-97) (I)
1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
"
ESTATE OF
Sara M McGann
FILE NUMBER
21-01-01177
Include unreimbursed medical exnenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
47.66
1.
Visa - Medical bills
2
Comcast, Cable services
4.52
3
Quantum Imaging - Medical services
14.22
4
Verizon - Telephone services
25.31
STFPA42021F13
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
91.71
-
.
, REV-1513 ~X + (9-00)
,
{ "
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Sara M McGann
FILE NUMBER
21-01-01177
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (aJ (1.2))
Joanne M Sadler
111 Ridgeview Drive
Marysville, Pa 17053
Niles M Myers
3902 Apollo Street S.E.
Lacey, WA 98503
Donald Myers
2221 S.E. First Terrace
Cape Coral, FL 33990
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
NUMBER
L
2
Daughter
2,042.42
3
Son
2,042.42
Son
2,042.42
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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
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)
STF PA42021 F.14
-
WHEREAS, on the 28th
dated April 14th 1989
was admitted to probate as the last will of MCGANN SARA M
(LAbl, riKbl, MiUUL~)
. or
"
.'
late of HAMPDEN TOWNSHIP
Register of Wills of CUMBERLAND County, pennsylv
Certificate of Grant of Letters
No. 2001-01177
PA No. 21-01-1177
ESTATE OF MCGANN SARA M
\LAbl, riKbl, MiUUL~)
Late of
HAMPDEN TOWNSHIP
CUM~~KLANU CUUN1Y,
Deceased
Social Security No. 178-16-4520
day of December
2001 an instrur
CUMBERLAND County, who died on the
19th day of December 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and fc
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to SADLER JOANNE M
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 28th day of December 2001.
~('. O{'U;;., IU',R,.(J. ~~, ~~
' eg1.s er 0 . 1. S
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
~
21-01-1177
"
LAST WILL AND TESTAMENT
OF
SARA M. McGANN
I, Sara M. McGann, of Lower Paxton Township, Dauphin
County, Pennsylvania, being of sound and disposing mind and
memory, do make, publish and declare this to be my Last Will and
Testament, hereby revoking all wills and Codicils previously made
by me.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be
payable by my estate or by any recipient of any property, shall
be paid by my Executor out of the property passing under this
Will, which is not specifically devised or bequeathed, as an
expense and cost of administration of my estate. My Executor
shall have no duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance
or other property not passing under this Will. If the assets not
specifically devised or bequeathed are not adequate for the
payment of all such taxes, then the recipients of the property
specifically devised and bequeathed shall each pay a pro rata
portion of any such tax based upon the valuation of the property
received by each such recipient as finally determined for Federal
Estate Tax purposes, or if no such determination is made, then
for applicable State Inheritance Tax purposes.
ITEM II:
I hereby exercise all powers of appointment
PAGE 1 OF 7 PAGES
,
"
which may have at the time of my death in favor of my Executor,
and all property subject to all such powers of appointment shall
be included in my estate.
ITEM III: I hereby give the following special bequests
to the following persons upon my death:
A. I give and bequeath my grandmother clock and my
diamond dinner ring to my son, Niles M. Meyers, of
Lacey, Washington.
8. I hereby give and bequeath my set of Noritake china
to my son, Donald H. Meyers, of Greenwood, South
Carolina.
C, I give and bequeath all of my remaining jewelry, my
antique wooden rocking chair, and all of my cut glass
to my daughter, Joanne M. Sadler, of Marysville,
Pennsylvania.
In the event that any of my aforesaid children predecease
me, I direct that their gifts shall lapse and become part of the
residue of my estate under the terms of this Last Will and
Testament.
ITEM IV: I hereby give, devise and bequeath the rest and
remainder of my estate, whether real, personal or mixed, of
whatsoever nature or kind and wherever located, in equal shares,
to my children, Joanne M. Sadler, Niles M. Meyers, and Donald H.
Meyers. In the event that one of my said children predeceases
me, I give, devise and bequeath his or her share of the estate to
the surviving issue of said deceased child, in equal shares,
~:
If at any time any minor child shall be entitled
to receive any assets under this Last Will and Testament, as to
each such minor child, I give, devise and bequeath said minor's
PAGE 2 OF 7 PAGES
-
.
;
~
"
share of my estate unto the surviving parent of said minor child,
AS TRUSTEE, IN TRUST NEVERTHELESS, for the following uses and
purposes:
A. Upon my death, my said Trustee shall have, hold,
manage and invest and reinvest the principal of the
trust, and shall pay to or for the benefit of said
minor child in not less than quarterly installments
so much of the net income of said trust as the
Trustee, in his or her sole discretion, shall deem
necessary and appropriate for said minor child's
educational, medical, or maintenance needs, The
Trustee is specifically authorized to apply so much
of the principal and income of the trust at such
times as, in the sole discretion of the Trustee, may
be necessary or appropriate to pay any costs incurred
relative to such minor child. Upon such minor child
B.
attaining the age of twenty-one years, he 0' she
shall be paid all of the remaining assets of the
trust, including any accumulated income.
If at any time before final distribution of the
assets of the trust established foe a minor child
such minor child dies, the trust shall terminate and
all the then assets of the trust shall be paid to the
then living brothers and sisters of said minor child,
in equal shares.
ITEM VI: In the settlement of my estate and during the
continued existence of the foregoing trusts, my Executor and my
Trustee of each trust shall possess, among others, the following
powers to be exercised for the best interests of the
beneficiaries:
a) To retain investments I may have at my death so
PAGE 3 OF 7 PAGES
~
,
,
,-
long as my Executor or Trustees may deem it
advisable to my estate or trust to do so.
b) To vary investments, when deemed desirable by my
Executor or Trustees, then to invest in such bonds,
stocks, notes, real estate mortgages, or other
securities, or in such other property, real or
personal, as they shall deem wise, without being
restricted to so-called nlegal investmentsft,
c) In order to effect a division of the principal of
my estate or of any trust or for any other purpose,
including any final distribution, my Executor and
Trustee are authorized to make said divisions or
distributions of the personalty and realty partly
or wholly in kind. If such division or
distribution is made in kind, said assets are
required to be divided or distributed at their
respective values on the date or dates of their
division or distribution.
d) To sell either at public or private sale and upon
such terms and conditions as the Executor or
Trustee may deem advantageous to the estate, or any
trust, any or all real or personal estate or
interest therein owned by the estate or trust
severally or in conjunction with other persons or
acquired after my death by my Executor or Trustee,
and to consummate said sale or sales by sufficient
deeds or other instruments to the purchaser or
purchasers, conveying a fee simple title, free and
clear of all trusts and without obligetion or
liability of the purchaser or purchasers to see to
the application of the purchase money or to make
inquiry into the validity of said sale or sales;
PAGE 4 OF 7 PAGES
.
,
,
.'
also, to make, execute, acknowledge and deliver any
and all deeds, assignments, options or other
writings which may be necessary or desirable, in
carrying out any of the powers conferred upon my
Executor or Trustee in this paragraph or elsewhere
in my Will.
e) To mortgage real estate, and to make leases of real
estate.
f) To borrow money from any party, to pay indebtedness
of mine or of my estate or of a trust, expenses of
administration or inheritance, legacy, estate and
other taxes.
g) To pay all costs, taxes, expenses and charges in
connection with the administration of my estate or
trust. My Executor shall pay the expenses of my
last illness and all funeral expenses.
h) To vote any shares of stock which form a part of
the estate or of any trust, and to otherwise
exercise all the powers incident to the ownership
of such stock.
i) In the discretion of my Executor or Trustee, to
unite with other owners of similar property in
carrying out any plans for the reorganization of
any corporation or company whose securities form a
part of the estate or of any trust.
j) To assign to and hold in a trust an undivided
portion of any asset.
k) In the discretion of my Trustees, if the size of
any trust herein established shall become so small
that it is impractical or uneconomical to continue
said trust, my Trustees may distribute all accumu-
lated income and principal to the then income bene-
PAGE 5 OF 7 PAGES
....
,.
-
. ..
fi(~iaries in proportion to their income interests.
1) The right and discretion to elect the most
propitious settlement options for any employee
benefit options payable to any trust assuming such
election shall be in accordance with procedures
established by the plan's administrative committee
or administrator, as the case may be,
ITEM VII: Any person who shall have died at the same
time as Testatrix, or in a common disaster with her, or under
such circumstances that it is difficult or impossible to
determine who died first, or who shall have died less than thirty
(30) days after the death of Testatrix, shall be deemed to have
predeceased her.
ITEM VIII: I hereby nominate, Constitute and appoint my
daughter, Joanne M. Sadler, to be the Executrix of this my Last
Will and Testament. In the eVent of her death, resignation,
refusal or inability to serve, I nominate, constitute and appoint
my son, Niles M. Meyers, to be my Executor. My Executor and
Trustees are specifically relieved from the duty or obligation of
the filing of any bond or bonds in this or any other
jurisdiction.
ITEM IX: All references herein to the Executor and/or
any such terms in the masculine form shall be deemed to include a
reference to the Executrix and/or any such comparable term in the
feminine form, when and if applicable, and shall have the same
force and effect as if set forth originally in the feminine form.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last Will and Testament, consisting of this and the
PAGE 6 OF 7 PAGES
--
~
,
t'
p,eceding si> (6) pages, this /Cfrt-day of CrL.c.{
, 1989.
sa"Vr(~.rM.
/)1 II,': ,",',1.,'
McGann
(SEALl
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, Published and declared by the above_
named Testatrix, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence and in
the presence of each other, have hereunto set Our hands and seals
the day and year abOve written, and we certify that at the time
of the execution thereof, the said Testatrix was of SOund and
disposing mind and memory,
~lh0) ..;J
0Jw],
- )
(SEAL) Residing at -/,-/-/ 1_': :">~''', I~'
'I . n i\ I
h <l>--V<-l,-AK..-O/: I' /'-/ ,I 71! l..
(SEAL) ReSiding at ...;',) ....0r:t.l..f,.[rli,(.D)?h~ Yi./..
lJ<cc' C( if I! '-'> la.l")v( ~ /-1/-1 17 L h.:
(SEAL) Residing at (t 7C:> f-"J,-~ .-l......(~
I:, ! 7 }L'~
rJ,
. (51'UL(~'rA '11:1,6''''
'0C:.&--( !l ~
4:-,..,,-,
.v(.,/:....f..:.c,,,.....<_
:)
PAGE 7 OF 7 PAGES
---
.
~
. .
"
ACKNOWLEDGI'IENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I Sara M. McGann, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed, and .
executed the instrument as my Last will; and that I slgned It
willinglY and as my free and voluntary act for the purposes
therein expressed.
sworn to or affirmed,and acknowledge~ bef~r~
M, McGann, the Testatrix, thlS IcjCfday of ?y--..-. (
1989.
me by Sara
,\ /1: /1
Sara M. McGann
TestatriX
(SEAL)
/ ,
,./-~-!(.;-.::,_c", ,_ '
I Notary Public
My CommlSslon Ex lrei2..l...---_--
N(,l n IAL ~Et L \
pr'~ c ,\ ' If' I c
(( ,""
My ~~~~~.~[~~:~-_::B9
//
,-"-',;'-"'--
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF DAUPHIN )
~~..we, ~ blttv ,:/ ;jJv,c,);l,) , .fJLl(UCY:)'lhcti\,j
and ~~l K _ )~ , the witnesses whose n~mes are
signe to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument as
her Last will; that the Testatrix signed willinglY and executed
it as her free and voluntary act for the purposes therein
expressed; that each subscribing witness, in the hearing and
sight of the Testatrix, signed the will as a witness; and that,
to the best of our knowledge, the Testatrix was at that time 18
or more years of age, of sound mind and under no constraint or
undue influence,
Sworn to or affirmed
1\( . ((
,__ JAl cC)(u ,,V L ~\Ar.l!L
'-~LJ /'C JJ--+-
"'/-C:-k"{
and subscribed to before
c/JllU".
me
by
witnesses,
7\ y Lkl~'"~
this I V iZ.-day
and
of
1989.
",
JU:0~Yi"
Witness
</
)(
JA....kL"
,11-{'
TCL,Lc(-<.-:1.
witness
\./, -
J) YU'I'")
(SEAL)
<''''::'i\'7--'
/ ,r. (
Wi~~~'''-- ,-- --..\
/-L-
-/-a/!..,.
INotary Publlc
Mv Commissio~
)( JJ:....
/)
ci'/.;1/~'
tJl.l-'l~~~.
''''''0'" c"'
---