HomeMy WebLinkAbout08-31-05
TUCKERIARE~~~~~~
August 26, 2005
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Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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Re: Estate of Gladys H. Troup
Estate No. 21-05-0353
Dear Sir or Madam:
Enclosed please find an original and one (1) copy of the I nventory and an original
and two (2) copies of the PA Inheritance Tax return for filing. Please time-stamp
and return the file copies in the enclosed self-addressed stamped envelope. A
check payable to "Cumberland County Register of Wills" in the amount of $30.00
in enclosed which represents the filing fee.
Should you have any questions, please do not hesitate to contact me. Thank
you for your cooperation in this matter.
Very truly yours,
Tucker Arensberg, P.C.
7.Jku. () ~
Theresa A. Wheeler
Paralegal to Attorney
James G. Morgan, Jr.
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Tucker Arensberg, P.C. 111 N. Front Street P.O. Box 889 Harrisburg, PA 17108 p. 717.234.4 121 f. 717.232.6802 www.tuckerlaw.com
1500 One PPG Place Pittsburgh, PA 15222 p.412.566.1212 f.412.594.5619
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REV-1500 EX + (6-00)
OFFICIAL USE ONLY
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
II 05
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SOCIAL SECURITY NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Troup, Gladys H.
DATE 6-FDEATH (MM-DD-YEAR)
206-10-8602
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
_____n_n____ __ .., . .._......_
DATE OF BIRTH (MM-DD-YEAR)
03-13-2005
04-13-1920
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
i (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
0353
NUMBER.
x 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death prior to 12-13-82)
4. Limited Estate
4a. Fulure Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal Poverty Credit (date of death between
. 12-31-91 and 1-1-95)
8. Total Number of Safe Deposit Boxes
5. Federal Estate Tax Return Required
X 6. Decedent Died Testate (Attach
copy of Will)
9. Litigation Proceeds Received
11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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~THIS SECTION MUSTSECOMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
'NAME-------- u--.-----------~PLETE MAILING ADDRESS
James G. Morgan_,_Jr. i
FIRM NAME (If applicable) I 111 North Front Street
Tucker Arensberg, P.C. POB 889
TELEPHONE NUMBER Harrisburg, PA 17108-0889
717/234-4121
None
OFFICIA~USE ONLY
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
164,378.63
3. Closely Held Corporation, Partnership or Sole-Proprietorship
None
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
34,895.82
None
99,065.53
None
None
(8)
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11 )
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0
i= 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 (16)
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a. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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() 18. Amount of Line 14 taxable at collateral rate 182,838.67 .15 (18)
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I- 19. Tax Due
(19)
20. [!]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2002 form software only The Lackner Group, Inc.
>>BE SURETOANSWERALt..QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
Form REV-1500 EX (Rev. 6-00:
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263,444.16
34,895.82
228,548.34
45,709.67
182,838.67
0.00
0.00
0.00
27,425.80
27,425.80
Decedent's Complete Address:
STREET ADDRESS
2905 Winchester Drive
Apt. 507
CITY Camp Hill
iSTATE
PA
ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
27,425.80
28,600.00
1,371.29
Total Credits (A + B + C)
(2)
29,971.29
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (5B)
2,545.49
Make Check Payable to: REGISTER OF WILLS, AGENT
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;...........................................................u................ ! x !
b. retain the right to designate who shall use the property transferred or its income;................................ 'x"!
c. retain a reversionary interest; or............................. .n............................ n............................._................ x
d. receive the promise for life of either payments, benefits or care?........................................................... x
2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...........................................................n............................ n..................... x
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
contains a beneficiary designation?............................ .n............................ n.................................................. 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.
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
c'?rnE~ete._ Declar~t~?~ _~,f p~ep~r~r _!='ther _~~~'! ~h~ p_ersonal.r_epr~s.entativ~i~_ _~l3~t3~~_r'!~~!J!1form~~~'?!!__~f_~~~C?~l?~ep~r~r hCls any ~~~\N1l:)~9~~_
ADDRESS DATE
1425 Brandton Road
Mechanicsburg, PA 17055
ADDRESS
~( DATE
C\\~~\~S
RESENTATIVE
ADDRESS
111 North Front Street
Harrisburg, PA 17108-0889
For date of death n 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 s use is 3% [72 P.S. 39116 (a) (1.1) (i)].
For dates of d on c - _.a.__ I~~, ,~~, 1 1 qqt:; the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 39116 (a) (1.1 ~ '" <-. 310 '0 sfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a te I..../'-" - C Irviving spouse is the only beneficiary.
For dates of death on ,):::ci ~ loa 00
The tax rate imposed I
natural parent, an ado A PD So. 00
The tax rate imposed
~9116 1.2)[72 P.S. 3
:I.~
ased child twenty-one years of age or younger at death to or for the use of a
is 0% [72 P.S. 39116 (a) (1.2)].
use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
The tax rate imposed
defined under Sectior
use of the decedent's siblings is 12% [72 P.S. 39116 (a) (1.3)]. A sibling is
one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX+ (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMONv.n=AL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
FILE NUMBER
2005-00353
ESTATE OF
All property jointly-owned with right of survivonlhip must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Eaton Vance Senior 8.98 42.206.00
2 Evergreen PA Tax Free - B 11.40 50.536.20
3 Jennison Blend Fund Class - A 15.24 8.581.38
4 New Perspective Fund - A 27.92 22.973.05
5 Bond Fund of America - A 13.485 40.082.00
TOTAL (Also enter on Line 2, Recapitulation) 164.378.63
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule 8 (Rev. 6-98)
Rev-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Troup, Gladys H.
FILE NUMBER
2005-00353
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 National Properties, Inc. - return of deposit for apartment rental
VALUE AT DATE
OF DEATH
742.65
2 Pinnacle Health - refund for overpayment
12.12
3 PNC Bank - Certificate of Deposit #31100234987
13.656.34
Accrued income on Item 3 through date of death
4.44
4
PNC Bank - checking account no. 5140253547
6.053.32
Accrued income on Item 4 through date of death
0.22
5
Personal Property
369.15
6
Personal Property
155.74
7
Sewing Machine - personal property
100.00
8
AIG Annuity Insurance Company - Contract No. FJ214906
55.119.36
9
Met Life Investors - Contract No. 1401573 - annuity
22.852.19
TOTAL (Also enter on Line 5, Recapitulation)
99.065.53
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleE (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
FILE NUMBER
2005-00353
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Neill Funeral Home - funeral bill
11.175.20
2
Neill Funeral Home - flowers for funeral
212.00
Subtotal
11.387.20
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA TIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
2005-00353
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 11,387.20
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid 10,000.00
See continuation schedule(s) attached
2. Attorney's Fees 10,000.00
See continuation schedule(s) attached
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 3,508.62
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 34,895.82
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-B1
PERSONAL REPRESENTATIVE'S
COMMISSIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
FILE NUMBER
2005-00353
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Roger B. Meilton - executor fees
10.000.00
Subtotal
10.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B1 (Rev. 6-98)
Rev-1502 EX+ (6-98)
.
SCHEDULE H-B2
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
FILE NUMBER
2005-00353
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Tucker Arensberg, P.C. - attorney fees
10,000.00
Subtotal
10,000.00
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 ScheduleH-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
ESTATE OF
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
FILE NUMBER
2005-00353
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
AT&T - phone bill
38.15
2
Bonnie K. Miller, Treasurer - 2005 personal tax
9.80
3
Com cast Cablevision - cable bill
40.69
4
Cumberland Law Journal - proof of publication
75.00
5
Griswold Special Care - final nursing care bill
670.26
6
Kilmore Eye Associates - eye doctor invoice
12.14
7
Kurt Krusen, D.V.M. - last bill from veternarian
158.00
8
Members 1st - check order fee
12.95
9
Members 1st - return check fee
27.50
10
Pinnacle Health Medical Services - flu shot
10.10
11
PPL Electric Utilities, Inc. - electric bill
103.05
12
PPL Electric Utilities, Inc. - electric bill
64.81
13
Sandra L. Meilton - reimbursement for opening account, probate fees and postage
372.60
14
Sandra L. Meilton - reimbursement for April rent and tax preparation
1.068.00
15
Sandra L. Meilton - reimbursement for May rent
838.00
16
WSO Imaging Center - medical bill
7.57
Subtotal
3.508.62
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV-1513 EX+ (9-00)
SCHEDULE ..
COM~N~~~~'i..lJ~EO!~ERNE~t~hJ'ANIA BEN EF Ie IARI ES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Troup, Gladys H. 2005-00353
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trustee{s)
I. TAXABLE DISTRIBUTIONS [include outright srrousal
distributions, and ransfers
under Sec. 9116(a)(1.2)]
1 Marsha Elizabeth Gantt Friend Five percent
421 Stonehedge Lane residue of
Mechanicsburg, PA 17055 estate
2 Sandra L. Meilton Friend Five percent
1425 Brandton Rd. residue of
Mechanicsburg, PA 17055 estate
3 Scott Berlin Friend Five Thousand 5,000.00
512 Allen Street Dollars
Titusville, PA 16354
4 Samantha Burkhart Friend Five Thousand 5,000.00
clo Drinda and Scott Burkhart Dollars
2234 Ocher Street
~. ." nA ..^t>^t>
5 Bonnie McMannus Caldwell Friend One Thousand 1,000.00
P.O. Box 713 Dollars
Healdsburg, CA 95448
See continuation schedule attached Continuation 8,000.00
Total 19,000.00
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule(s) attached 0.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleJ (Rev. 6-98)
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Gladys H. Troup 206-10-8602 03/13/2005
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Paula McMannus Imel Friend One Thousand 1,000.00
160 Bluebird Drive Dollars
Windsor, CA 95492
7 Dana Bruce Gantt Friend Five percent residue 0.00
205 Stockbridge Place of estate
Hillsborough, NC 27278
8 Nancy A. Gantt Cousin One Thousand 1,000.00
3400 Schoolhouse Lane Dollars
Harrisburg, PA 17110
9 Susan Helstein Friend Five percent residue 0.00
89 Raymond Street of estate
Darien, CT 06820
10 Lisa Gantt Kennedy Friend Fiver percent residue 0.00
5505 Bootjack Drive of estate
Frederick, MD 21702
11 Judy L. Marsh Friend Ten percent residue 0.00
738 Old Quaker Road of estate
Lewisberry, PA 17339
12 J. Edward Martin, V.M.D. Friend Ten percent residue 0.00
820 N. Fairville Ave. of estate
Harrisburg, PA 17112
13 David L. McMannus Friend One Thousand 1,000.00
114 Rockydale Ln. Dollars
Cloverdale, CA 95425
14 Jamie L. McMannus Friend One Thousand 1,000.00
CDC# V67027 -Deuel Vocational Dollars
Instit.
P.O. Box 600
Tracy, CA 95376
1
SCHEDULE ~
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Gladys H. Troup 206-10-8602 03/13/2005
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
15 Lindsay Ann Meilton Friend Five percent residue 0.00
c/o Mr. and Mrs. Roger B. Meilton of estate
1425 Brandton Road
Mechanicsburg, PA 17055
16 Peggy McMannus Miller Friend One Thousand 1,000.00
552 Walten Way Dollars
Windsor, CA 95492
17 Arlene Payne Friend One Thousand 1,000.00
741 Old Quaker Road Dollars
Lewisberry, PA 17339
18 Carol Reed Friend Ten percent residue 0.00
1726 Brookhill Lane of estate
Sycamore, IL 60178
19 Darlene Skoloda Friend One Thousand 1,000.00
728 Old Quaker Road Dollars
Lewisberry, PA 17339
20 Doris V. Sollenberger Friend One Thousand 1,000.00
917 N. West Street Dollars
Carlisle, PA 17013
21 Ruby Wingate Friend Ten percent residue 0.00
4343 Crooked Hill Rd. of estate
Harrisburg, PA 17110
Total 8,000.00
2
Rev-1502 EX+ (6-98)
.
SCHEDULE .I-liB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Troup, Gladys H.
FILE NUMBER
2005-00353
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Animal Care Fund, Inc. - P.O. Box A,
East Smithfield, PA 18817
22.854.84
2
Bethesda Mission - 611 Reilly St.
Harrisburg, PA 17102
22.854.83
Subtotal
45.709.67
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleJ-IIB (Rev. 6-98)
WILL
I, GLADYS H. TROUP I of Camp Hill, Cumberland County, Pennsylvania declare
this to be my last will and revoke any will previously made by me.
ITEM I.
I direct that I be buried in Emanuel Cemetery, Newberry Township,
York County, Pennsylvania in Lot No.7, Section 6, beside the lot oJ my late husband,
GEORGE H. TROUP, and request that donations in lieu of flowers be made to the
Building Fund of Zion Lutheran Church, 15 South Fourth Street, Harrisburg, Pennsylvania.
I further direct that any expenses of my last illness left unpaid and all funeral
expenses be paid from my estate as soon after my death as is convenient and expeditious
in the judgment of my Executor.
ITEM II.
I give and bequeath the following items to the following people:
A. ROGER B. MEIL TON - Any coins in my possession;
B. M. ELIZABETH GANTT - A gold ring, aquamarine, plus 10 diamonds;
sapphire and diamond ring set in gold;
C. HARRIETT M. GANTT - Gruen sapphire and diamond watch;
D. SANDRA L. MEIL TON - Two charcoal paintings done by Joan Macintyre of
"Ch.Joice of Blue Bar" and" Ginger of Blue Bar" with "Cookie";
E. ROGER B. MEIL TON - Oil painting of Forest Fire;
Page 1 of 7
F. SCOTT BERLIN, of 512 Allen Street, Titusville, PA 16354 - The sum of Five
Thousand ($5,000.00) Dollars;
G. SAMANTHA BURKHART, by her parents, Drinda and Scott Burkhart, of
2234 Ocher Street, Mt. Penn, PA 19606 - The sum of Five Thousand
($5,000.00) Dollars, to be held In Trust to further Samantha's education.
ITEM III.
I give and devise the sum of One Thousand ($1,000.00) Dollars to
each of the following persons listed:
A. DARLENE SKOLODA, 728 Old Quaker Road, Lewisberry, PA 17339;
B. BONNIE McMANNUS CALDWELL, P. O. Box 713, Healdsburg, CA 95448;
C. PEGGY McMANNUS MILLER, 552 Walten Way, Windsor, CA 95492;
D. PAULA McMANN US EMEL, 160 Bluebird Drive, Windsor, CA 95492;
E. DAVID McMANNUS, 942 Harold Lane, Healdsburg, CA 95448;
F. JAMIE McMANNUS, clo Paula Emel, 160 Bluebird Drive, Windsor, CA 95492;
G. ARLENE PAYNE, 741 Old Quaker Road, Lewisberry, PA 17339;
H. NANCY A. GANTT, 3400 Schoolhouse Lane, Harrisburg, PA 17110;
I. DORIS SOLLENBERGER, 917 N. West Street, Carlisle, PA 17013.
In the event any of the above-named beneficiaries does not survive me, then the
share of that beneficiary shall lapse and fall into the residue of my estate. In order to
receive said legacy, each beneficiary must survive me.
Page 2 of 7
ITEM IV.
I give, devise and bequeath all the rest, residue and remainder of my
estate of every kind and nature and wheresoever situated unto the following beneficiaries
in the following proportions, to wit:
I give Ten (10%) percent of my residuary estate to each of the following:
A.
CAROL REED, 1726 Brookhill Lane, Sycamore, IL 60178;
B.
Memory;
ANIMAL CARE FUND, INC., P. O. Box A, East Smithfield, PA 18817, in my
C.
J. EDWARD MARTIN, V.M.D., 820 N. Fairville Avenue, Harrisburg, PA 17112;
D.
JUDY L. MARSH, 738 Old Quaker Road, Lewisberry, PA 17339;
E.
RUBY WINGATE, 4343 Crooked Hill Road, Harrisburg, PA 17110;
F.
BETHESDA MISSION, 611 Reilly Street, Harrisburg, PA 17102.
I give Five (5%) percent of my residuary estate to each of the following persons,:
A. LINDSAY ANN MEILTON, cia Mr. and Mrs. Roger B. Meilton, 1425
Brandton Road, Mechanicsburg, PA 17055;
B. LISA GANTT KENNEDY, 5505 Booljack Drive, Frederick, MD 21702;
C. M. ELIZABETH GANTT, 31 Cool Creek Manor Drive, Wrightsville, PA 17368;
D. DANA GANTT, 205 Stockbridge Place, Hillsborough, NC 27278;
E. SUSAN HELSTEIN, 89 Raymond Street, Darien, CT 06820;
F. SANDRA L. MEIL TON, 1425 Brandton Road, Mechanicsburg, PA 17055.
Page 3 of 7
If any of the above beneficiaries should predecease me, the share of that
beneficiary shall lapse and be divided among the surviving residual beneficiaries. If the
estate is not sufficient to pay specific legacies in full, each shall be reduced
proportionately.
To the extent that the Ten percent and Five percent distributions set forth above in
this ITEM IV do not total one hundred (100%) of my estate, then and in that event, any
residue or remainder not distributed to specific beneficiaries shall be distributed equally
among the surviving Ten percent and Five percent recipients named in this ITEM IV.
ITEM V. No interest in income or principal shall be assignable by, or available to
anyone having a claim against, a beneficiary before actual payment to the beneficiary.
ITEM VI. All federal, state, and other death taxes payable on the property forming
my gross estate for tax purposes, whether or not it passes under this will, shall be paid out
of the principal of my residuary estate just as if they were my debts, and none of those
taxes shall be charged against any beneficiary.
ITEM VII. I authorize my executor:
A. to retain and to invest in all forms of real and personal property,
regardless of (i) any limitations imposed by law on investments by executors or trustees,
(ii) any principle of law conceming delegation of investment responsibility by executors or
trustees, or (iii) any principle of law concerning investment diversification;
Page 4 of 7
8. to compromise claims and to abandon any property which, in my
executor's opinion, is of little or no value; to borrow from, and to sell property to others, and
to pledge property as security for repayment of any funds borrowed;
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 or leases;
D. to join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary duti~s with respect
thereto;
E. to use administrative or other expenses of my estate as income tax or
estate tax deductions and to value my estate for tax purposes by any optional method
permitted by the law in force when I die, without requiring adjustments between income
and principal for any resulting effect on income or estate taxes; and
F. to distribute IN KIND and to allocate specific assets among the
beneficiaries in such proportions as my executor may think best, so long as the total
market value of any beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal property at any time
held by my executor and shall continue in full force until the actual distribution of all such
property.
All powers, authorities, and discretion granted by this will shall be in addition
to those granted by law and shall be exercisable without leave of court.
ITEM VIII.. I appoint ROGER B. MEIL TON, executor under this will. Should he fail
to qualify or cease to act as executor, I appoint, SANDRA L. MEIL TON, executor under
Page 5 of 7
this will. No personal representative appointed hereunder shall be required to give bond or
furnish sureties in any jurisdiction.
ITEM IX. The term "executor" any pronoun used to indicate the executor any other
fiduciary or any beneficiary shall be deemed to apply to one or more than one person or
corporation and to the masculine, feminine or neuter gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last
will, this
~./ day of 7::'~ ,2005.
rn~~o~
(SEAL)
SIGNED, SEALED, PUBLISHED, and DECLARED by the above testatrix, as and
for her last will, in the presence of us, who thereupon at her request, in her presence and
in the presence of each other, have hereunto subscribed our names as witnesses.
-~~-' ~~
-Iff/J a ~J)~Z )
,.---;
Page 6 of 7
~
Register of Wills of
Cumberland
County, Pennsylvania
INVENTORY
Estate of
Gladys H. Troup
No.
21-05-0353
03/13/2005
also known as
Date of Death
. Deceased
Social Security No. 206-10-8602
Roger B. Meilton
-- --- -- -
The 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 located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of 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.
I.D. No.:
06897
Personal Representative h ,A C /JJ
~. -~~- Signature, ~~:iiton't~-
Signature:
Attorney:
James~"-N1organ, Jr.
Signature:
Firm: Tucker Arel1$.bQrgLP,--C,
111 North Front Street
Address: POB 889
Harrisbur~h~,6. 17108-0889
Telephone: 717/234-4121
Address: 1425 Brandton Road
Mechanicsburg, PA 17055
Telephone:(717) 697-8810
Dated:
l"-J
c:::>
Personal Property
Cas h...............................................................................................
Misce Ila neous Prope rty ................................................................
Stocks/Listed................................................................................ .
Stocks/C losely He Id......................................................................
Bo n ds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
;...:....'
<:n
1 00,491.~8)
624.89:
.-"
124,296~63)
'~ )
c.)
CJ
-r)
-,--..,
,
0-"1
-rJ
,.')
:-r-'l
; ,~)
-'"
40,082:00
"".)
C)
1..0
Total Personal Property.........................................
265,494.90
Total Real Property ........ ........................................
Total Personal and Real Property.........................
265,494.90 I
Total Out-of-State Real Property..........................
Register of Wills of
Cumberland
County, Pennsylvania
INVENTORY
, Deceasea-u
No.
Date of Death
Social Security No.
21 ~g~~Q353 ______
~11312005
2J)~.:1J):D602 ___ ....
Estate of
GI~~Yl;_H.!r()up
also known as
Cash
AIG Annuity Insurance Company - Contract No. FJ214906
55,119.36
MetLife Investors - Contract No. 1401573 - annuity
22,852.19
National Properties, Inc. - return of deposit for apartment rental
742.65
Pinnacle Health - refund for overpayment
12.12
PNC Bank - Certificate of Deposit #31100234987
13,656.34
Accrued income on above item through date of death
4.44
PNC Bank - checking account no. 5140253547
6,053.32
Accrued income on above item through date of death
0.22
Stonebridge Life Insurance Company - Policy No. 74L Y498471 - Life Insurance
2,050.74
100,491.38
Total Cash
Personal Property
Personal Property
369.15
Personal Property
155.74
Sewing Machine - personal property
100.00
Total Personal Property
624.89
Stock I Listed
4,700.0000 Eaton Vance Senior
42,206.00
4.433.0000 Evergreen PA Tax Free - B
563.0830 Jennison Blend Fund Class - A
50,536.20
8,581.38
822.8170 New Perspective Fund - A
22,973.05
Total Stock I Listed
124,296.63
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
265.494.90
, ..
Register of Wills of
Estate of
GI~ctysli-" Tr~l.!p
also known as
Cumberland
INVENTORY
, Deceased
County, Pennsylvania
No.
21-01i~0~3~:J
Date of Death 3/13/2()05
Social Security No. 206-10-8602
Bond
2.972.3400 Bond Fund of America - A
Total Bond
2
40.082.00
40.082.00