HomeMy WebLinkAbout10-04-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHUGHART DALE F JR
35 EAST HIGH STREET
SUITE 203
CARLISLE, PA 17013
_nn___ fold
ESTATE INFORMATION: SSN: 214-05-1336
FILE NUMBER: 2105-0298
DECEDENT NAME: TINDALL JAMES M
DA TE OF PAYMENT: 10/04/2005
POSTMARK DATE: 10/04/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/24/2005
NO. CD 005866
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,395.82
I
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I
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TOTAL AMOUNT PAID:
$2,395.82
REMARKS:
CHECK# 1041
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
Tindall, James M.
, Deceased
No. 21 - 2005 - 0298
Date of Death 3/24/2005
Social Security No. 214-05-1336
also known as
James M. Tindall, III
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.:
19373
Signatur .
~
Attorney:
Dale F Shughart, Jr. Esquire
Signature:
Signature:
Address:
35 E. High Street, Suite 203
Address: 9421 Cedar Creek Drive
Bonita Springs, PA 34135
Carlisle, P A 17013
Telephone: 717/241-4311
Telephone: 239-390-0667
Dated: ? /' 2- CJ J 05'"
Personal Property
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One $10,000 Series EE U.S. Savings Bond, #X6022601EE, issued 01-1993
One $10,000 Series EE U.S. Savings Bond, #X6022600EE, issued 01-1993
1111.290 shares Dreyfus Prem Mun Bond PTPAX, CUSIP #26202D-64-9 @15.970.
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-1:1,747.30 -;1
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C::S,06250,:~)
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10,175.00
5,000 shares Lancaster PA 5.875%, CUSIP #514045-WF-6 @ 101 1/4
10,000 shares Union PA 5.4%, CUSIP #906459-CN-0 @101 3/4
249 shares Nuveen Tx Ex UT, CUSIP #6706H8-12-6 @73.91
18,403.59
4,421.583 shares MFS Pa Muni Bond, CUSIP #55273N798 @ 10.17
44,967.50
1,429.933 shares Amer High Income TR CL C @ 12.28 CUSIP #
17,559.58
400 shares Strats-Time Warner Inc. @ 22.97 CUSIP # 86311P-20-6
9,188.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$613,944.63
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Tindall, James M.
No. 21 - 2005 - 0298
Date of Death 3/24/2005
Social Security No. 214-05-1336
also known as
, Deceased
15,036.00
600 shares Kilroy Realty Corp 7.50%@ 25.06
CUSIP #49427F-50-4,
2,728.513 shares Lord Abbett BD-Deb C @ 7.98
2,024.291 shares Lord Abbett High Yld C @ 8.21
$15000 Allegheny 5% 3/01/2021 Bond @ 104.016, (15,602.40) plus accrued interest 47.15
CUSIP # 017343CH5
$15000 Caterpillar 5.5% 8/15/19 Bond@ 98.103, (14,715.45) plus accrued interest 20.34
CUSIP #14911QVH-1
$10000 DaimlerChr 6.15% 7/15/19 Bond @ 100.256, (10,025.60) plus ccrued interest 114.24
CUSIP #2338E8UZ-0
$15000 Daimler Chry 5.9% 9/15/19 Bond @ 99.596, (14,939.40) plus accrued interest 21.78
CUSIP #2338E8VD8
$10000 Discover Bk 6.00% 2/28/06 Bond @ 101.908, (10,190.80) plus accrued interest 39.36
CUSIP #25467BHZ4
$20000 Geisinger P A 5% 8/1 0/28 Bond @ 100.885, (20,177.00) plus accrued interest 10 1.38
CUSIP #368497DNO
$12000 General EI5.75% 5/15/17 Bond @ 99.376, (11,925.12) plus accrued interest 243.81
CUSIP # 36966RPZ3
$10000 Goodyear 7.857% 8/15/11 Bond @ 97.50, (9,750.00) plus accrued interest 79.55
CUSIP #382550AH4
$15000 Household 7.50% 4/15/17 Bond @100.037, (15,005.55) plus accrued interest 27.72
CUSIP #44181E-GH-5
$15000 Household 7.75% 9/15/22 Bond@ 105.196, (15,779.40) plus accrued interest 28.62
CUSIP #44181 ELG 1
$12000 Household 6% 4/15/23 Bond@ 99.857, (11,982.84) plus accrued interest 17.73
CUSIP #44181ETG3
$25000 Mntgmry PA 5.25% 11/14/2028 Bond @ 100.336, (25,084.00) plus accrued interest
464.40 CUSIP #61360PAV-Z
2
21,773.53
16,619.43
15,649.55
14,715.45
10,139.84
14,961.18
10,230.16
20,278.38
12,168.99
9,829.55
15,005.55
15,808.02
12,000.57
25,548.40
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Tindall, James M.
No. 21 - 2005 - 0298
also known as
Date of Death 3/24/2005
Social Security No. 214-05-1336
, Deceased
10,179.13
$10000 Montgomer 5.125% 6/1/2032 Bond@ 100.198, (10,019.80) plus accrued interest
159.33
CUSIP # 613604UR6
$10000 MTCNY PA 5.875% 11/15/2022 Bond@ 103.553, (10,355.30) plus accrued interest
207.69
CUSIP #61360PAS-9
$5000 Philadelphia PA 4.95% 06 Bond @ 101.967, (5,098.35) plus accrued interest 25.16
CUSIP #71781 QAG3
$20000 Philadelphia 5.75% 5/15/2018 Bond @ 99.474, (19,894.80) plus accrued interest
29.23
CUSIP #71781PBF6
$10000 RiteAid 6.875% 8/15/13 Bond @ 93.00, (9,300.00) plus accrued interest 69.56 CUSIP
#767754AD6
$30000 Steel Valley 5.7% 2/28/06 Bond @101.702, (30,510.60) plus accrued interest 112.32
CUSIP #850 15P-AD-2
$10000 Xerox Mtn 7.20% 04/01/16 Bond @ 102.50, (10,250.00) plus accrued interest 344.75
CUSIP #98412JBA-1
$10000 Xerox CR 6.00% 01/04/14 Bond @ 98.125, (9,812.50) plus accrued interest 32.80
CUSIP #98393IBW5
5,171.860 shares Vanguard Prime Money Market Fund @ 1.00, (5,171.86) plus accrued
dividend 8.10
284.727 shares Vanguard GNMA Fund @ 10.28, (2,926.99) plus accrued dividend 8.82
130.302 shares Vanguard 500 Index Fund @ 107.90
559.095 units T.RowePrice Tax Free high yield Mutual Fund @ 11.79 per unit
1916.964 units T.RowePrice Spectrum Income Mutual Fund @ 11.85 per unit
Cash on hand (63.85 + 162.75+ 180+22.42+ 100)
Coins and currency collection, value based upon actual price (in excess of appraised value).
Household goods, furniture, furnishings distributed in kind. Value based upon attached
appraisal of Alyssa Loney.
3
10,562.99
5,123.51
19,924.03
9,369.76
30,622.92
10,594.75
9,845.30
5,179.96
2,935.81
14,059.59
6,591.73
22,716.02
529.02
1,730.00
9,431.00
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Tindall, James M.
. Deceased
No. 21-2005-0298
Date of Death 3/24/2005
Social Security No. 214-05-1336
also known as
Tangible personal property sold by private sale (table saw 60; charm bracelet 110; and sterling
silver flatward 450)
620.00
2002 Lincoln Town Car 4D Sedan, valued based upon Kelley Blue Book, attached.
21,300.00
F & M Trust checking account #33-24885
Principal 10,617.14
Accrued interest .80
10,617.94
State Farm Northeast FCU, Account #70001
Principal 27,376.51
Interest 155.63
27,532.14
U.S. Treasmy, 2004 income tax refund
1,470.00
MetLife, Trust interests
1,418.58
State Farm Fire & Casualty, premium refund
130.23
State Fann, auto premium refund
43.02
Wachovia Securities, Money Market Account #8360-4765
7,619.36
PP&L, refund
119.00
Blue Cross, refund
482.77
Total Personal Property
$613,944.63
4
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Tindall, James M.
. Deceased
No. 21 - 2005 - 0298
Date of Death 3/24/2005
Social Security No. 214~05-1336
also known as
Real Estate
Total Real Estate
$0.00
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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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DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Tindall, James M.
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death affer
12.12.82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty Credit (date of death between
12.31.91 1.95)
THIS SECTION MUST BE COMPlETED. AU. CORRESPON , AND CONFlDEtmAL T~INF()fl!.4ATIONSHOULD_BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Dale F Shughart, Jr. Esquire
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
03/24/2005
09/0711918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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1. Original Return
4. Limited Estate
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
FIRM NAME (if applicable)
TELEPHONE NUMBER
717/241-4311
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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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)
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 Line 11)
FILE NUMBER
21 2005
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0298
NUMBER
214-05-1336
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o
1
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
35 E. High Street, Suite 203
Carlisle, P A 17013 n
(1) -0-
(2) 530,901.57
(3) None
(4) None ---~~l
(5) 83,043.06
(6) None
(7) 255,206.60
(8)
(9) 42,083.15
(10) 4,643.49
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869,151.23
(11 )
46,726.64
(12)
822,424.59
13. Charitable and Governmental Bequests/Sec 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)
822,424.59
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
37,459.11
1,936.71
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
39,395.82
Copyright 2000 form software only The Lackner Group, Inc.
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15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1 .2)
z 832,424.59 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
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"- 17. Amount of Line 14 taxable at sibling rate x .12 (17)
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)( 18. Amount of Line 14 taxable at collateral rate
c( 12,911.40 x .15 (18)
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19. Tax Due (19)
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
~ ,
210 Big Spring Avenue
CITY
Newville
STATE PA
ZIP 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
39,395.82
35,150.00
1,850.00
Total Credits (A + 8 + C)
(2)
37,000.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 2,395.82
(5A)
(58) 2,395.82
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:
a. retain the use or income ofthe property transferred;................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or........ ...... ......... .............. ............ ..................... ..................................... ....
d. receive the promise for life of either payments, benefits or care? .............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.. ............. .......................... ..............................................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................ ................................................ ................................... .......
Yes No
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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. Declaration of
preparer other than the personal representative is based on all information of which preparer has any knowledge.
PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
dall, III
OFPERS~ONS~TURN
DATE
9421 Cedar Creek Drive
Bonita Springs, PA 34135
qIW~I--
ADDRESS
SIGNATURE OF PREPARER O~ER THAN R.se
Da~~. ~Uire .
......_".~~,.."'.i;fi~('\il;Ui
ADDRESS
35 E. High Street, Suite 203
Carlisle, P A 17013
For dates of death on or after uly 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.
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tindall, James M.
FILE NUMBER
21 - 2005 - 0298
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 One $10,000 Series EE U.S. Savings Bond, #X6022601EE, issued 01-1993 10,000.00 10,164.00
2 One $10,000 Series EE U.S. Savings Bond, #X6022600EE, issued 01-1993 10,000.00 10,164.00
3 1111.290 shares Dreyfus Prem Mun Bond PTP AX, CUSIP #26202D-64-9 15.970 17,747.30
@15.970.
4 5,000 shares Lancaster PA 5.875%, CUSIP #514045-WF-6 @ 101 1/4 10 1.25 5,062.50
5 10,000 shares Union PA 5.4%, CUSIP #906459-CN-0 @101 3/4 101.75 10,175.00
6 249 shares Nuveen Tx Ex UT, CUSIP #6706H8-12-6 @73.91 73.91 18,403.59
7 4,421.583 shares MFS Pa Muni Bond, CUSIP #55273N798 @ 10.17 10.17 44,967.50
8 1,429.933 shares Amer High Income TR CL C @ 12.28 CUSIP # 12.28 17,559.58
9 400 shares Strats-Time Warner Inc. @ 22.97 CUSIP # 86311P-20-6 22.97 9,188.00
10 600 shares Kilroy Realty Corp 7.50% @ 25.06 25.06 15,036.00
CUSIP #49427F-50-4,
II 2,728.513 shares Lord Abbett BD-Deb C @ 7.98 7.98 21,773.53
12 2,024.291 shares Lord Abbett High Yld C @ 8.21 8.21 16,619.43
13 $15000 Allegheny 5% 3/01/2021 Bond@ 104.016, (15,602.40) plus accrued 104.016 15,649.55
interest 47.15
CUSIP # 017343CH5
14 $15000 Caterpillar 5.5% 8/15/19 Bond @ 98.103, (14,715.45) plus accrued interest 98.103 14,715.45
20.34 CUSIP #1491IQVH-I
15 $10000 DaimlerChr 6.15% 7/15/19 Bond @ 100.256, (10,025.60) plus ccrued 100.256 10,139.84
interest 114.24 CUSIP #2338E8UZ-0
16 $15000 Daimler Chry 5.9% 9/15/19 Bond @ 99.596, (14,939.40) plus accrued 99.596 14,961.18
interest 21.78 CUSIP #2338E8VD8
Total of Continuation Schedule(s)
TOTAL (Also enter on line 2, Recapitulation)
278,575.12
530,901.57
to .
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SCHEDULE B
STOCKS & BONDS continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tindall, James M.
FILE NUMBER
21 - 2005 - 0298
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
17 $10000 Discover Bk 6.00% 2/28/06 Bond @ 101.908, (10,190.80) plus accrued 10 1.908 10,230.16
interest 39.36 CUSIP #25467BHZ4
18 $20000 Geisinger PA 5% 8/10/28 Bond @ 100.885, (20,177.00) plus accrued 100.885 20,278.38
interest 101.38 CUSIP #368497DNO
19 $12000 General EI5.75% 5/15/17 Bond @ 99.376, (11,925.12) plus accrued 99.376 12,168.99
interest 243.81 CUSIP # 36966RPZ3
20 $10000 Goodyear 7.857% 8/15/11 Bond @ 97.50, (9,750.00) plus accrued interest 97.50 9,829.55
79.55 CUSIP #382550AH4
21 $15000 Household 7.50% 4/15/17 Bond @100.037, (15,005.55) plus accrued 100.037 15,005.55
interest 27.72 CUSIP #4418IE-GH-5
22 $15000 Household 7.75% 9/15/22 Bond @ 105.196, (15,779.40) plus accrued 105.196 15,808.02
interest 28.62 CUSIP #44181 ELG 1
23 $12000 Household 6% 4/15/23 Bond @ 99.857, (11,982.84) plus accrued interest 99.857 12,000.57
17.73 CUSIP #44181ETG3
24 $25000 Mntgmry PA 5.25% 11/14/2028 Bond @ 100.336, (25,084.00) plus accrued 100.336 25,548.40
interest 464.40 CUSIP #61360PA V-Z
25 $10000 Montgomer 5.125% 6/1/2032 Bond @ 100.198, (10,019.80) plus accrued 100.198 10,179.13
interest 159.33
CUSIP # 613604UR6
26 $10000 MTCNY PA 5.875% 11115/2022 Bond@ 103.553, (10,355.30) plus accrued 103.553 10,562.99
interest 207.69
CUSIP #61360PAS-9
27 $5000 Philadelphia PA 4.95% 06 Bond @ 101.967, (5,098.35) plus accrued interest 101.967 5,123.51
25.16 CUSIP #71781QAG3
28 $20000 Philadelphia 5.75% 5/1512018 Bond @ 99.474, (19,894.80) plus accrued 99.474 19,924.03
interest 29.23
CUSIP #71781PBF6
Page 2 of Schedule B
. ,
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SCHEDULE B
STOCKS & BONDS continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
ESTATE OF .
Tmdall, James M.
FILE NUMBER
21 - 2005 - 0298
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
29 $10000 RiteAid 6.875% 8/15/13 Bond @ 93.00, (9,300.00) plus accrued interest 93.00 9,369.76
69.56 CUSIP #767754AD6
30 $30000 Steel Valley 5.7% 2/28/06 Bond @101.702, (30,510.60) plus accrued 10 1. 702 30,622.92
interest 112.32 CUSIP #85015P-AD-2
31 $10000 Xerox Mtn 7.20% 04/01/16 Bond @ 102.50, (10,250.00) plus accrued 102.50 10,594.75
interest 344.75 CUSIP #98412JBA-l
32 $10000 Xerox CR 6.00% 01/04/14 Bond @ 98.125, (9,812.50) plus accrued interest 98.125 9,845.30
32.80 CUSIP #98393IBW5
33 5,171.860 shares Vanguard Prime Money Market Fund @ 1.00, (5,171.86) plus 1.00 5,179.96
accrued dividend 8.10
34 284.727 shares Vanguard GNMA Fund @ 10.28, (2,926.99) plus accrued dividend 10.28 2,935.81
8.82
35 130.302 shares Vanguard 500 Index Fund @ 107.90 107.90 14,059.59
36 559.095 units T.RowePrice Tax Free high yield Mutual Fund @ 11.79 per unit 11. 79 6,591.73
37 1916.964 units T.RowePrice Spectrum Income Mutual Fund @ 11.85 per unit 11.85 22,716.02
Page 3 of Schedule B
ESTATE OF
. .
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Tindall, James M.
FILE NUMBER
21 - 2005 - 0298
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
I Cash on hand
DESCRIPTION
VALUE AT DATE OF
DEATH
529.02
2
Coins and currency collection, value based upon actual price (in excess of appraised value).
1,730.00
3
Household goods, furniture, furnishings distributed in kind. Value based upon attached appraisal of
Alyssa Loney.
9,431.00
4
Tangible personal property sold by private sale (table saw 60; chann bracelet 110; and sterling silver
flatward 450)
620.00
5
2002 Lincoln Town Car 4D Sedan, valued based upon Kelley Blue Book, attached.
21,300.00
6
F & M Trust checking account #33-24885
Principal 10,617.14
Accrued interest .80
10,617.94
7
State Farm Northeast FCU, Account #70001
Principal 27,376.51
Interest 155.63
27,532.14
8
U.S. Treasury, 2004 income tax refund
1,470.00
9
MetLife, Trust interests
1,418.58
10
State Fann Fire & Casualty, premium refund
130.23
II
State Farm, auto premium refund
43.02
12
Wachovia Securities, Money Market Account #8360-4765
7,619.36
13
PP&L, refund
119.00
14
Blue Cross, refund
482.77
TOTAL (Also enter on Line 5, Recapitulation)
83,043.06
ESTATE OF
ITEM
NUMBER
'.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COM~~NWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Tindall, James M.
FILE NUMBER
21 - 2005 - 0298
Include the name of the transferee, their relationship to decedent and the date of transfer.
Attach a copy of the deed for real estate.
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY
State Farm Bank, Savings Account #9200055937
Principal 225,863.62
Interest 763.96
Pay on death Beneficiaries
James M. Tindall, III, son
Barbara W. Tindall, daughter
AnneT. Markley, daughter
Thomas M. Tindall, son
2
State Farm Bank, Certificate of Deposit #1003690571
Principal 12,888.29
Interest 23.11
Pay on death beneficiary
Madalyn Barnett, no relationship
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
0.00
0.00
0.00
TOTAL (Also enter on line 7, Recapitulation)
TAXABLE VALUE
226,627.58
12,911.40
15,667.62
255,206.60
3
T.RowePrice, 451.907 shares small cap mutual fund, IRA
Account #888084370 @ $34.67 per share
Pay on death Beneficiaries
James M. Tindall, III, son
Barbara W. Tindall, daughter
Anne T. Markley, daughter
Thomas M. Tindall, son
226,627.58 100%
12,911.40 100%
15,667.62 100%
ESTATE OF
, 'COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Tindall, James M.
SCHEDULE H
RJNERAL EXPENSES &
ADMINSTRAllVE COSTS
FILE NUMBER
21 - 2005 - 0298
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
FUNERAL EXPENSES:
Egger Funeral Home, funeral
2
Reverend Bill Beck, funeral service
DESCRIPTION
AMOUNT
3
James Tindall, Ill, family reception and dinner
Zip 34135
2.
Attorney's Fees
Dale F. Shughart, Jr. (estimated)
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
James M. Tindall, III
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 9421 Cedar Creek Drive
City Bonita Springs State P A
Year(s) Commission paid 2006
4.
4
Lisa's Floral Shoppe, flowers
5
Hardest Memorial, engraving
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
State
Zip
5. Accountant's Fees
6.
7.
I
2
Tax Return Preparer's Fees Jack Nace (estimated)
1,868.20
300.00
1,228.16
108.15
295.00
10,000.00
20,000.00
555.00
1,500.00
32.00
75.00
6,121.64
42,083.15
Other Administrative Costs
Register of Wills, Short Certificates
Cumberland Law Journal, advertise Letters
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
'.
'COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SchedUe H
FU1eraI Expenses &
Adninisbcmve Costs ca1Iinued
ESTATE OF
Tindall, James M.
3
The Sentinel, advertise Letters
4
F & M Trust, estate checks
5
F & M Trust, lost safe deposit box key
6
IBIS Appraisals, personal property appraisal
7
James Tindall, reimburse expenses for travel, telephone, supplies, postage, etc.
8
UPS, overnight mail
9
Postmaster, certified mail
10
Register of Wills, filing Inheritance Tax Return and Inventory.
11
Bonnie Coyle, notary fees
12
Sollenberger's Messenger Service, notary fee
13
U Haul, delivering personal property
14
Anne Markley, reimburse cost of delivering personal property.
IS
Wachovia Securities, commissions and tranfer fees.
16
Reserve for final account.
FILE NUMBER
21 - 2005 - 0298
Page 2 of Schedule H
137.03
126.75
10.00
390.00
3,134.04
50.00
22.00
30.00
25.00
2.00
137.34
978.38
579.10
500.00
.'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tindall, James M.
FILE NUMBER
21 - 2005 - 0298
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Checks written before death, clearing after death:
1989 Jack Nace, Tax Return preparation 350.00
1991 PP&L, electric 119.00
1990 Green Ridge Village, rent 3,378.79
3,847.79
2
MGM Pharmacy, prescription bill
10.00
3
Formprest Cleaners, cleaning bill
9.15
4
Continuing Care Rx, prescription
65.65
5
TCM/F&M Trust, credit card balance
168.88
6
Graham Medical Claim, medical bill
89.43
7
Swaim Health Center, nursing care
81.96
8
PP&, electric
305.42
9
Patriot News, paper
26.95
10
Commonwealth of Pennsylvania, 2004 state income tax
38.26
TOTAL (Also enter on Line 10, Recapitulation)
4,643.49
REV-1513 EX+ (9-00)
.
. .
1(. . .
SCHEDULE J
BENEFICIARIES
· COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tindall, James M.
FILE NUMBER
21 - 2005 - 0298
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
James M. Tindall, III
9421 Cedar Creek Drive
Bonita Springs, FL 34135
Son
One- fourth
2 Anne S. Markley
846 Finney Drive
Vinton, VA 24179
Daughter
One-fourth
3 Barbara W. Tindall
33 Federal Street
Newburyport, MA 01950
Daughter
One- fourth
4 Thomas M. Tindall
23 Canaan Way
Simsburg, CT 06070
Son
One- fourth
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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
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]arll1.ey Montgomery Scott LLC
------:....-..----------------.-.--.
,--------.--
September 13,2005
Dale F Shughart, Jr
Attorney at Law
35 East High St suite 203
Carlisle, Pa. 17013
Dear Mr. Shughart,
I apologize for my error in calculating the values for the Tindall
Estate. I have corrected the number of shares and have the
corrected figures as follows:
Security
Cusip #
#shares unit price
value
Dreyfus Prem Mun Bond 26202D-64-9 1111.290 15.970 $17,747.301
PTPAX
Lancaster Pa 5.875''IS 514045-WF-6 5,000 101 ~,~ $5062.50
Union Pa 5.40<) 906459-CN-O 10,000 101 3' $ 10, 175.00
/4
Nuveen Tx Ex UT 6706H8-12-6 249 73.91 $18,403.59
MFS Pa Muni Bond 55273N798 4,421.583 10.17 $44,967.50
Please feel free to contact me with any questions or concerns
at. (717) 293-4100.
Thank you,
\A~~ ~/I/r 9-----
Fran Peffer
Assistant to I\'1ichael and Karen Naun'lan
f~1 :'(ullh J"tllke ')(CCl't. L,q'l(a:-.I~I'. PA 1.7t,{'~..'::--:_l..~ . .717:!~):~.~~lqi) .. 1:1'_ 71/.:~~J:~1)1),"-', . .,~~..\\.JI1}~;oJdint'.(o'n
:vl,:nd"-i' :'\._.:..:w y(.; l SI('I( I, J'>.::l"il,:j,;l~S' llie .;lill] 'l":C 1>llllCl~.\.d ,.,(-j\.lfl~,'"
\h:nlh,'1 .........C\\\iLit.., 11"1\,'".....[(" l'trILl" ,1'111 ("JII,"'f.l~;.:q~
. ,
.~~~~:t~.
Dale F. Shughart, Jr.
Attorney at Law
35 East High Street, Suite 203
Carlisle, P A 17013
Dear Mr. Shughart:
Enclosed is the information that you requested on Acct#8360-4765 for Mr. James
Tindall as of March 24, 2005. If you require any further information please let us know.
Thank you,
.....,l\(L 0-- O-LLA-.
,.-!CI JJ.J
". j
Teresa A. Ocker
205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-443-0619. Fax (717) 243-3216
Securities products offered through Wachovia Securities Financial Network, LLC, (WSFN), Member NASD/SlPC
Pusell Associates is a separate entity from WSFN
. ,
'l
QUANTITY DESCRIPTION PRICE ACCRUED DODVALUE
1,429.933 Amer High Income TR CL C 12.28 17,559.57
400 Strats- Time Wamer Inc 22.97 9,188.00
600 Kilroy Realty Corp 7.50% 25.06 15,036.00
2,728.513 Lord Abbett BD-Deb C 7.98 21,773.53
2,024.291 Lord Abbett High Y1d C 8.21 16,619.42
15000 Allegheny 5% 3/01/2021 104.016 47.15 15,649.55
15000 Caterpillar 5.5% 8/15/19 98.103 20.34 14,735.79
10000 Daim1erChr 6.15% 7/15/19 100.256 114.24 10,139.84
15000 DaimlerChry 5.9% 9/15/19 99.596 21.78 14,961.18
10000 Discover Bk 6.00% 2/28/06 101.908 39.36 10,230.16
20000 Geisinger P A 5% 8/2028 100.885 101.38 20,278.38
12000 General E15.75% 5/15/17 99.376 243.81 12,168.93
10000 Goodyear 7.857% 8/15/11 97.50 79.55 9,829.55
15000 Household 7.50% 4/15/17 100.037 27.72 15,033.27
15,000 Household 7.75% 9/15/22 105.196 28.62 15,808.02
12,000 Household 6% 4/15/23 99.857 17.73 12,000.57
25,000 MntgmryPA 5.25% 11/15/2028 100.336 464.40 25,548.40
10,000 Montgomer 5.125% 6/1/2032 100.198 159.33 10,179.13
10,000 MTCNY PA 5.875% 11/15/2022 103.553 207.69 10,562.99
5,000 Philadelphia P A 4.95% 06 101.967 25.16 5,123.51
20,000 Philadelphia 5.75% 5/15/2018 99.474 29.23 19,924.03
10,000 RiteAid 6.875% 8/15/13 93.00 69.56 9,369.56
30,000 Steel Valley 5.7% 2/28/06 101.702 112.32 30,622.92
10,000 Xerox Mtn 7.20% 04/01/16 102.50 344.75 10,594.75
10,000 Xerox CR 6.00% 01104/14 98.125 32.80 9,845.30
Money Market 1.00 7,619.36
Total Account Value as of 3/24/05 370,401.71
. ,
~ /1--:.
fftl-. J
.~;::r"/t~~
THEVanguardGRouP
ESTATE OF JAMES M TINDALL
73 OAK CIR
NEWVILLE PA 17241-8743
April 28, 2005
500 Index Fund Inv
GNMA Fund Inv
Prime Money Market Fund
09934690642
Dear Executor:
Weare responding to a telephone call we received notifying us of the death of James M.
Tindall, and requesting a valuation of the above accounts. First, please accept our
condolences for your loss.
As of March 24, 2005, the number of shares, the price per share, the value of each fund, and
the accrued dividends (if applicable) were as follows:
Fund Shares Price Value Accrued
Dividends
Prime Money Market Fund 5,171.860 $1. 00 $5,171.86 $8.10
GNMA Fund 284.727 $10.28 $2,926.99 $8.82
500 Index Fund 130.302 $107.90 $14,059.59 NA
If you have any questions or need further assistance, please contact a member of our
Transition Specialist Team at 1-888-237-9045. We are available Monday through Friday
from 8 a.m. to 8 p.m. Eastern time.
Sincerely,
Client Services Department
dein
50550508
Post Otlice Box 2600, \Talkl' Forge. Pennsylvania ](1482-2600
(610) 66<)-rooo . \V\v\v.F:ln,~lIard_cnI11
T. ROWE PRICE SERVICES, INC.
WWW.TROWEPRICE.COM
July 15, 2005
P.O. Box 17302
Baltimore, Maryland
21297-1302
4515 Painters Mill Road
Owings Mills, Maryland
21117-4903
James Tindall 3rd
9421 Cedar Creek Dr
Bonita Springs FL 34135
Subject: Date of Death Valuation
Investor Number 888084370
Dear Mr. Tindall:
Thank you for contacting T. Rowe Price about the fund accounts held under the investor
number shown above. We are sorry to learn of the passing of James M. Tindall.
We are following up on your conversation with Alison Akers on July 13, 2005. Per your
request, we are providing the account information below, which is accurate as of March 24,
2005:
Fund Name & Balance Price Per Share Shares Held
Account Number
Spectrum Income $22,716.02 $11.85 1,916.964
101694632-2
Tax-Free High Yield $6,591.73 $11. 79 559.095
670529713-8
Small-Cap Value $15,667.62 $34.67 451.907
670617106-2
The Spectrum Income Fund had $64.35 in unpaid accrued dividends for the month of March
2005. They were reinvested into the fund account on March 31, 2005.
The Tax-Free High Yield Fund had $23.71 in unpaid accrued dividends for the month of
March 2005. They were reinvested into the fund account on March 31, 2005.
T04-001
T.Roweltice I.
INVEST WITH CONFIDENCE
. .
6
7
1
2
3
4
5
Stereo. Kenwood stereo: KR-V6010 receiver, KX-W6010 tape
player and DP-M4010 CD player.
Location: Television Room.
Corresponding Digital Photographer File: r0307169.jpg
Cigar Mold. Vintage cigar mold Makes 10 cigars.
Location: Television Room.
Corresponding Digital Photographer File: r0307170jpg
Binoculars. Bushnell 7x50 binoculars with insta-focus.
Location: Television Room.
Corresponding Digital Photographer File: r0307171.jpg
Clock. New England wall clock. Bristol, Connecticut.
Location: Television Room.
Corresponding Digital Photographer File: r0307172.jpg
Chair. Modem plush blue chair.
Location: Television Room.
Corresponding Digital Photographer File: r0307173jpg
Loveseat. Modem plush loveseat.
Location: Television Room.
Corresponding Digital Photographer File: r0307174jpg
$125.00
$45.00
$10.00
$15.00
$18.00
$35.00
$55.00
6
. .
13
14
8
9
10
11
12
Chair. Modem plush blue recliner chair.
Location: Television Room.
Corresponding Digital Photographer File: r0307175.jpg
Occasional Tables. Three modem wood and metal occasional
tables.
Location: Television Room.
Corresponding Digital Photographer File: r0307176.jpg
Rugs. Two small oriental mgs.
Location: Television Room.
Corresponding Digital Photographer Files: r0307177 &
r0307178. .
Soinnine: Wheel. Vmtage yam spinning wheel. 43" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307179.jpg
Television. Curtis Mathes console 26" color television.
Location: Television Room.
Corresponding Digital Photographer File: r0307180.jpg
Table Uimp. Contemporary brass table lamp. 35" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307181.jpg
Bean Pot. Vintage metal bean pot with lid
Location: Television Room.
Corresponding Digital Photographer File: r0307182.jpg
$45.00
$6.00
$8.00
$45.00
$40.00
$30.00
$25.00
7
"
17
18
19
20
IS
16
Candle Mold. Vmtage tin candle mold. Makes eight taper candles.
Location: Television Room.
Corresponding Digital Photographer File: r0307183.jpg
VCR GE (General Electric) VG2021 VCR
Location: Television Room.
Corresponding Digital Photographer File: r0307184.jpg
Candleholders. Two clear crystaI candleholders with bobeches and
prisms. 11 Yz" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307185Jpg
Print. Framed and matted print Artist: Bill Westling. Subject:
Ducks. Dated: 1981. Numbered: 49/S00. 23" x 24".
Location: Television Room
Corresponding Digital Photographer File: r0307186Jpg
Fireolace Set. Iron fireplace poker set
Location: Television Room
Corresponding Digital Photographer File: r0307187Jpg
Figurine. Rita Daniel penguin ceramic figurine. Kyneton,
Australia S" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307188.jpg
$SO.OO
$8.00
$SO.OO
$2S.00
$3S.00
$3.00
8
"
21
22
23
24
25
26
Figurine. R Powers stone seal figurine. 5" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307189.jpg
Rockine; Chair. Caned seat child's Victorian rocking chair. Some
stick and ball motif.
Location: Television Room.
Corresponding Digital Photographer File: r0307190.jpg
Doll. Composition doll. Nancy by Arranbee. 12" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307191 jpg
Doll. Composition head doll with sleep eyes, open mouth and
teeth. Arms and legs also composition. Cloth body with crier. 26"
tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307192jpg
Lladro. Japanese Geisha Lladro figurine. II" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307193.jpg
Statue. Bronze seated cowboy statue. Artist: Michael Garmain.
Dated: 1973. 7 Y2" tall, 8 Y2" wide, 6" deep.
Location: Television Room
Corresponding Digital Photographer File: r0307194.jpg
$3.00
$45.00
$25.00
$45.00
$105.00
$35.00
9
. ,
27
28
29
30
31
32
Bookends. Glass Scottie dog bookends.
Location: Television Room.
Corresponding Digital Photographer File: r0307195.jpg
Lamp. Wood based lamp with milk glass hobnail shade. 23" tall.
Location: Television Room.
Corresponding Digital Photographer File: r0307196jpg
Washstand Primitive vintage pine washstand with one drawer. 33
Y2" tall, 24 Y2" wide, 17 W' deep.
Location: Television Room.
Corresponding Digital Photographer File: r0307197.jpg
Painting. Oil on canvas. Subject: Canadilln Geese. Artist: G.
Yeingst. Dated: 1994. Framed. 30" x23".
Location: Television Room.
Corresponding Digital Photographer File: r0307198jpg
Malplzine Rack. Primitive wood magazine rack.
Location: Television Room.
Corresponding Digital Photographer File: r0307199.jpg
Floor Lamp. Brass floor lamp. Damaged
Location: Television Room
Corresponding Digital Photographer File: r0307200.jpg
$10.00
$15.00
$150.00
$120.00
$5.00
$0.00
10
33
34
35
36
37
38
Plates. Set of ten commemorative plates. Bird motifs. Maker:
Knowles, Encyclopedia Britannica
Location: Television Room.
Corresponding Digital Photographer File: r0307201.jpg
Cane. Wooden carved cane.
Location: Living Room.
Corresponding Digital Photographer File: r0307202.jpg
Box. Embossed brass European box. II" tall, 17" wide, II" deep.
Location: Living Room.
Corresponding Digital Photographer File: r0307203.jpg
Tree. Faux tree.
Location: Living Room.
Corresponding Digital Photographer File: r0307204.jpg
Chair. New leather recliner chair.
Location: Living Room.
Corresponding Digital Photographer File: r0307205.jpg
Table. Cheny drop leaf table. 29" tall, 40" wide, 21 W' deep.
Each leaf is 16" wide.
Location; Living Room.
Corresponding Digital Photographer File: r0307206Jpg
$60.00
$5.00
$10.00
$10.00
$80.00
$275.00
11
40
41
42
43
44
39
Print. Framed and matted print Subject: Ducks. Artist: Bill
Westling. Dated: 1987. Numbered: 434/500. 31" x 26",
Location: Living Room.
Corresponding Digital Photographer File: r0307207 jpg
Oil LaInD. Clear based oil lamp with hunicane shade. 10" tall
without shade.
Location: Living Room.
Corresponding Digital Photographer File: r0307208.jpg
Floor Lamp. Brass and porcelain floor lamp.
Location: Living Room.
Corresponding Digital Photographer File: r0307209jpg
Floor LamD. Wooden floor lamp and table.
Location: Living Room.
Corresponding Digital Photographer File: r0307210jpg
Box. Primitive softwood box. 10" tall, 24" wide, 11 W'deep.
Location: Living Room.
Corresponding Digital Photographer File: r0307211jpg
Sofa. Full size plush sofa.
Location: Living Room.
Corresponding Digital Photographer File: r0307212jpg
$35.00
$15.00
$10.00
$8.00
$45.00
$80.00
12
46
47
48
49
50
45
Dough Trav. Primitive pine dough tray on stand with 2=lid 22 W'
tall, 27 V-i" wide, 14 W' deep.
Location: Living Room.
Corresponding Digital Photographer File: r0307213.jpg
Sculoture. Oriental wood sculpture. 9" tall, 14" wide.
Location: Living Room.
Corresponding Digital Photographer File: r0307214.jpg
Floor Lamp. Metal floor lamp with milk glass insert.
Location: Living Room.
Corresponding Digital Photographer File: r0307215.jpg
Model. Ship model, "Diane" #547125, Net 21. 17" tall.
Location: Living Room.
Corresponding Digital Photographer File: r0307216jpg
Chair & Ottoman. Matching modem plush chair and ottoman
Location: Living Room.
Corresponding Digital Photographer File: r0307217 jpg
Print. Framed and matted print Title: Ioppa Flats Geese. Artist:
Hank Walker. Numbered: 80/950.
Location: Living Room.
Corresponding Digital Photographer File: r0307218.jpg
$180.00
$2.00
$8.00
$15.00
$30.00
$35.00
13
52
53
54
55
56
57
51
Books. Selection of miscellaneous hardback books.
Location: Throughout the Residence.
Corresponding Digital Photographer File: r0307264jpg
Bucket. Vintage copper hammered bucket with iron rat tail
handle. 9" tall, 12" diameter.
Location: Living Room.
Corresponding Digital Photographer File: r03072/9.jpg
~. Modem wood TV trays.
Location: Living Room.
Corresponding Digital Photographer File: r0307220.jpg
Basket. Reed basket. 8 Yz" taIl, 16" taIl with handle, 10" diameter.
Location: Living Room.
Corresponding Digital Photographer File: r030722/.jpg
CuDboard. Softwood corner cupboard with one door over two
doors. Twelve panes. 82 Yz" tall. 60" wide, 20" deep.
Location: Living Room.
Corresponding Digital Photographer File: r0307222jpg
Rockin2 Chair. Caned rocking chair.
Location: Living Room.
Corresponding Digital Photographer File: r0307223jpg
$40.00
$45.00
$5.00
$10.00
$550.00
$85.00
$200.00
14
59
60
61
62
63
64
65
66
67
68
69
70
58
Bowl. Oear cut crystal bowl.
Location: Living Room.
Corresponding Digital Photographer File: r0307226.jpg
$35.00
$75.00
$60 .00
$55.00
$36.00
$35.00
$35.00
$40.00
$50.00
$40.00
$35.00
$35.00
$35.00
15
~*~~?;,~;,~~~"""^,~,,.!m..".~l~~1ill'~1'~~:~{;;"!;-"'-"''''"~>~~~:?;!'rm"l'-!i'''''''''''''-''''''''''''''''''""~~''''"~''';''''''''="':~''",,"
71
72
her File: r0307255. .
73
74
her File: r0307255. .
75
LIadro. Girl with C3lldle, 0-11 S. 8" tall.
Location: Living Room.
Corresponding Digital Photographer File: r0307227.jpg
76
Plates. Six flow blue lunch plates. Pattern: Touraine. Maker: Alcock.
Location: Living Room.
Corresponding Digital Photographer Fik: r0307228.jpg
77
her Fik: r0307229. .
78
Fi.lmrines. Set of five German figurines.
Location: Living Room.
Corresponding Digital Photographer File: r0307230jpg
79
Serving- Pieces. Selection of miscellaneous serving pieces including
silver plate, crystal and ceramic.
Location: Living Room.
Corresponding Digital Photographer File: r0307231jpg
. ~-." """r"'''~'"''''.'';-''F'Y<-'''<~''5'''~.'5i''''''''~',~~:;
$20.00
$35.00
$33.00
$25.00
$70.00
$270.00
$125.00
$25.00
$45.00
81
Salt Sooons. Set of four sterling silver salt spoons.
Location: Living Room.
Corresponding Digital Photographer File: r0307234.jpg
82
83
84
85
86
87
Model. Ship model. 24" tall.
Location: Livin Room.
88
$20.00
$10.00
$10.00
$12.00
$12.00
$20.00
$15.00
$5.00:<#"
fi~
17
92
93
94
95
96
89
90
91
Chest Empire pine chest with two drawers over two doors. 55"
tall, 42" wide, 22" deep.
Location: Living Room.
~ Corresponding Digital Photographer File: r0307241.jpg
Chairs. Two plush dining room chairs.
Location: Living Room.
Corresponding Digital Photographer File: r0307246jpg
Chairs. Two Victorian Eastlake caned side chairs.
Location: Living Room.
Corresponding Digital Photographer File: r0307247 jpg
Prints. Three fnuned and matted prints. Edinburgh Castle, Castle
Acre and Donnington Castle.
Location: Livin Room.
LamD. Brass table lamp.
Location: Living Room.
Corresponding Digital Photographer File: r0307248jpg
Desk. Twentieth century desk. 45" tall, 29" wide, 23" deep.
Location: Living Room.
Corresponding Digital Photographer File: r0307249.jpg
$8.00
$10.00
$175.00
$30.00
$60.00
$15.00
$30.00
$150.00
18
. ,
97
98
99
100
101
102
103
104
Print. Framed and matted print Title: Cedar Wax Wings. Artist:
Bill Westling. Dated: 1974. Numbered: 434/2500.
Location: Living Room.
Corresponding Digital Photographer File: r0307242.jpg
Bell. Vintage school master bell.
Location: Living Room.
Corresponding Digital Photographer File: r0307243.jpg
Scale. Vmtage painted iron scale.
Location: Living Room.
Corresponding Digital Photographer File: r0307244.jpg
Tea Cart. Vintage wood tea cart
Location: Living Room.
Corresponding Digital Photographer File: r0307245.jpg
Camera. E1ph 2 camera.
Location: Livin Room.
her File: r0307250. .
Lamo. Ceramic table lamp.
Location: Foyer.
Corresponding Digital Photographer File: r0307252.jpg
Bowl. Steiff pewter porridge bowl.
Location: Foyer.
Corresponding Digital Photographer File: r0307253.jpg
$15.00
$35.00
$45.00
$60.00
$40.00
$10.00
$1.00
$5.00
19
. .
106
107
108
109
110
111
105
Table. Softwood table with one drawer. 28 Y2" tall, 31" wide, 17
Yz" deep.
Location: Foyer.
Corresponding Digital Photographer File: r0307254jpg
~ Oriental Karastan carpet 52" x 50".
Location: Foyer.
Corresponding Digital Photographer File: r0307256jpg
Bucket. Imported tall copper containerlbucket.
Location: Foyer.
Corresponding Digital Photographer File: r0307257 jpg
Bank. Vmtage iron Aunt Jemina bank.
Location: Foyer.
Corresponding Digital Photographer File: r0307258jpg
~ Oriental Karastan runner.
Location: Hallway.
Corresponding Digital Photographer File: r0307259.jpg
Tools. Selection ofvintage tools including squares, files, planes
and rulers.
Location: Hallway & Garage.
Corresponding Digital Photographer Files: r0307255, r0307260,
r0307328. .
Tobv Mug. Royal Doulton Robinson Crusoe Toby mug. 4" tall.
Location: Hallway.
Corresponding Digital Photographer File: r0307262jpg
$120.00
$30.00
$15.00
$25.00
$40.00
$200.00
$20.00
20
. '
114
115
116
117
118
112
113
Kachina Doll. Corn Dancer Kachina doll. Signed: B-MS. 12" tall.
Location: Hallway.
Corresponding Digital Photographer File: r0307263jpg
Games. Selection of miscellaneous board games.
Location: Hallway.
Corresponding Digital Photographer File: r0307265.jpg
Linens. Selection of miscellaneous linens.
Location: Master Bathroom.
Corresponding Digital Photographer File: r0307266.jpg
Dehumidifier. Whirlpool 50 pint dehumidifier AD50USL-5.
Location: Master Bathroom
Corresponding Digital Photographer File: r0307267jpg
Prints. Three vintage framed prints including Gerlach Barldow
Co. and Zula Kenyon Home of the Bluebird & Spring Song by
Samuel Schi1f.
Location: Bedroom I.
Corresponding Digital Photographer Files: r0307269-
r0307271.jpg
Blanket Chest Primitive pine blanket chest 21" tall, 37" wide,
17" deep.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307272.jpg
Chest Chest with mirror. Maker: Drexel.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307273jpg
$15.00
$8.00
$20.00
$35.00
$165.00
$70.00
$125.00
21
120
121
122
123
124
119
Lamu. Milk glass hobnail lamp.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307274.jpg
Iron. Small vintage sad iron
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307275.jpg
Plate. Seville Cermica charger plate.
Location: Bedroom I.
Corresponding Digital Photographer File: r0307276.jpg
Chair. Twentieth century Windsor chair.
Location: Bedroom I.
Corresponding Digital Photographer File: r0307277.jpg
Platter. Platter. Pattern: Rose-G. Maker: Royal Doulton.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307278.jpg
Beds. Two twin metal beds.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307279.jpg
$20.00
$5.00
$8.00
SIO.OO
$90.00
$40.00
22
126
127
128
129
130
131
125
LamP. Milk glass hobnail lamp.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307280jpg
Electronics. Selection of miscellaneous electronics including
clocks and telephones.
Location: Throughout the Residence.
Corresponding Digital Photographer File: r0307281jpg
Table. Modem wood occasional table.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307282jpg
Qyill. Sunflower motif summer quilt.
Location: Bedroom 1.
Corresponding Digital Photographer File: r0307283.jpg
Beds. Two matching wood twin beds.
Location: Bedroom 1 & Master Bedroom.
Corresponding Digital Photographer File: r0307284jpg
Bedroom Suite. Chippendale style modem bedroom suite. Maker:
Lexington. Suite includes chest with mirror, taIl chest, desk and
nightstand
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307285.jpg
Lamos. Two brass table lamps.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307286jpg
$20.00
$15.00
$10.00
$35.00
$40.00
$1,500.00
$40.00
23
. '
135
136
137
138
139
132
133
134
Desk & Chair. Modem computer desk and chair.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307287.jpg
Television. Emerson 20" color television.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307288.jpg
Chest Miniature pine chest 16 Y2" tall, 21" wide, 12" deep.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307289.jpg
Humidifier. Honeywell humidifier.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307290Jpg
Comouter. HP Pavilion 7800 computer.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307291.jpg
Chair. Child's rocking chair.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307292.jpg
Printer. HP DeskJet 952c printer.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307293Jpg
Floor Lamps. Two contemporary floor lamps.
Location: Master Bedroom.
$10.00
$75.00
$65.00
$10.00
$300.00
$40.00
$20.00
$10.00
24
. '
140
141
142
143
145
146
Air Filter. Holmes Hepa air filter.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307294jpg
$18.00
Pitcher. Stoneware pitcher. Signed: Winton Rosa Eugene. Dated:
1991. 10" tall.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307295jpg
$15.00
Knife. Foreign inlaid knife with animal handle.
Location: Master Bedroom.
Corresponding Digital Photographer Files: r0307296 &
r0307297. .
$6.00
LamD. Brass table lamp.
Location: Master Bedroom.
Corresponding Digital Photographer File: r0307298jpg
$35.00
$150.00
-'-
Kitchenette Set Contempornry kitchenette set with one table and
two chairs.
Location: Kitchen.
Corresponding Digital Photographer File: r0307300.jpg
$8.00
Plates. Collection of seven commemorative Carutdian Goose
plates. Maker, Donald Pentz, Dominion China.
Location: Kitchen.
Corresponding Digital Photographer File: r0307301jpg
$70.00
25
148
149
150
151
152
153
154
155
147
Grill. George Foreman grill.
Location: Kitchen.
$3.00
Toaster Oven. DeLongbi toaster oven.
Location: Kitchen.
$1.00
Television. Emerson 10" color television.
Location: Kitchen.
$25.00
Coffee Maker. Krups coffee maker.
Location: Kitchen.
$5.00
Utensils & Flatware. Selection of miscellaneous utensils and
flatware.
Location: Kitchen.
$10.00
TUDDerWare. Selection of Tupperware.
Location: Kitchen.
$5.00
Glassware. Selection of miscellaneous glasses and glassware.
Location: Kitchen.
$15.00
China Service for six. Pattern: Midwinter. Maker: Stonehedge.
Location: Kitchen.
$40.00
,
, "
" c
E[0 '- ~ / -~
"l1';<",'h... ,
1'--;,.~l,>fu)~,.,...-...,.,...~ <-'
$50.00
156 Decoy. Wood Stoney Point Glen Bumie, Maryland. $25.00
Location: Kitchen.
Corresponding Digital Photographer File: r0307303.jpg
157 $35.00
her File: r0307304. .
158 Decoy. Homemade swan decoy. $25.00
Location: Kitchen.
Corresponding Digital Photographer File: r0307305Jpg
159 Decoy. Puffin, Decoy Shop Freeport, Maine. Lome Perry. H. Hay $20.00
ill Prop. Dated: 1985.
Location: Kitchen.
Correspondin Di ital Photographer File: r0307306j
160 Decoy. Vintage Bluebill, Maryland decoy. $125.00
Location: Kitchen.
Corresponding Digital Photographer File: r0307307.jpg
26
161
162
163
164
165
166
167
Decoy. Jerry Hutchins decoy. Dated: 1983.
Location: Kitchen.
Corresponding Digital Photographer File: r0307308.jpg
$45.00
Tools. Selection of miscellaneous modern tools.
Location: Garage.
Corresponding Digital Photographer File: r0307309.jpg
$95.00
Worktable. Older wood worktable.
Location: Garage.
Corresponding Digital Photographer File: r0307310jpg
$15.00
Vacuum. Craftsman wet-vac vacuum.
Location: Garage.
Corresponding Digital Photographer File: r0307311jpg
$15.00
Refrigerator. Haier portable refrigerator.
Location: Garage.
Corresponding Digital Photographer File: r0307312.jpg
$35.00
Table Saw. Cr3ftsman 2HP 10" table saw.
Location: Garage.
Corres igital Phot
Garden Tools. Selection of miscellaneous garden tools.
Location: Garage.
Corresponding Digital Photographer File: r0307314.jpg
$25.00
27
168
169
170
171
172
173
174
175
176
Golf Clubs. Golf Hawke golf clubs.
Location: Garage.
Corresponding Digital Photographer File: r0307315.jpg
Vacuum. Oreck upright XL Ceyloc vacuum.
Location: Garage.
Corresponding Digital Photographer File: r0307316.jpg
Telescooe. Vintage brass telescope. Marked, "USN Medium
Power 20 n #142.20" long collapsed.
Location: e.
Christmas Ball. Gold Kugel Christmas ball. 4" diameter.
Location: Garage.
Corresponding Digital Photographer File: r0307326jpg
Vacuum. Portable canister Creek vacuum.
Location: e.
Vacuum. Portable canister Rainbow vacuum.
Location: Gara e.
Pro1ector. Kodak Brownie 500 movie projector.
Location: Garage.
Corresponding Digital Photographer File: r0307327 jpg
Chisels. Set of Freud chisels.
Location: Garage.
Corresponding Digital Photographer File: r0307329jpg
Christmas Decorations. Selection of miscellaneous Christmas
decorations.
Location: Gara e.
$40.00
$35.00
$125.00
$40.00
$5.00
$5.00
$18.00
$40.00
$30.00
28
70 L;j)
~1
p~/1Jj?1Z
jOL_~
178
179
180
181
182
183
184
Coins. Four 1965 Winston Churchill emorial coins.
Location: Canvas Bag. I
Corresponding Digital Photographer/File: r0307318.jpg
!
Coin 1925 Memorial half dollar, $tone Mountain.
Location: Canvas Bag. /
Corresponding Digital Photografher Files: r0307319 &
r0307320Jpg /
/
I
i
Coins. Peace Dollars. 1921 xl), 1922 (x6), 1922s (x2), 1923 (x2),
1923d (xl), 1924 (x2), 19 4s (xl), 1925 (xl), 1926 (xl), 1926s
(xl), 1927 (x2).
\Location: Canvas Ba .
\
\
~ ~ Dol . 1879 (xI11880s (xl), 1881, (x2) good
con .tion, 18840 (xl) 1884s (xl), 1885 (xl), 18850 (x2) good
condi 'pn, 1889 (x2) 18900 (xl), 1891 (x2), 18910 (x2), 1892
(xl), I Q.2cc (xl), I 96 (xl), 18960 (xl), 1900 (xl), 19010 (xl),
1903 (xl>>...I9040 ( 3), 1921 (x19), 1921d (x2).
Location: as a.
, 1888 (xl), 1889 (x2),
Cent Sma111858 Flying Eagle cent
Location: Canvas Ba .
Cents. Large Coronet cents. 1829 (xl), 1834 (xl), 1838 (xl), 1847
(xl).
Location: Canvas Ba .
.....$J 1. 9&-
~
~$66.66
~
~
29
Jj
;t,
~
.
187 Cent 1809 Large Oassic Head cent. .~
Location: Canvas Bag.
188 Nickels. Six V nickels. ) $2.W
Location: Canvas Bag.
/
189 Wa1kint< Liberty. Wa1kint< Liberty r don.... 1918 (x2), 1919 ~.
(xl).
" Location: Canvas Ba~.
" I
190 ~ Cent 1911 penny. / "'" .........
~.....,.
Location: Canvas Bag,
'\. I
191 \ Half Dollar. 1954 half dOllar! 4.'1 VI\
Location: Canvas Bag.
\ /
192 \ Seated Libertv. 1855;t liberty quarter. ..... ..."'^^
...-r=:vv
Location: Canvas Bag.
\ I
193 \ IWfDoUar. 1964:z. half dollm (x6), 1967 (x5), 1968 (xl), 1976 _ 4.'1~
e1
tion: Canvas a~.
'\ I
194 ~em~ 1971 Eisenhower moon dollar. ~
Locati : Canv Ba~.
'\. I
195 Dollars. ~ower dollars. 1971 (xl), 1972 (x6). ~
Location: ~ Bag.
/ '\.
196 Foreim aiins. ~~bag of foreign coins. ojO'<'V.\IV
Location:/Canvas Ba
/ \.
197 Nickels! Buffalo nickels (~). "'," "'''
Location: Canvas Bag. ,. -"'~_.J
/ \.
198 Silvet Bar. One ounce silver bar, ~ My Valentine". 1975. ~
Locdtion: Canvas Bag.
'\.
199 ~g. Colmnbian Exposition half dOllar.~.
cation: Canvas Ba~,
/ ""
200 Jrrade Dollar. 1877s trade dollar. Good condition. ~ ~
Location: Canvas Bag.
/ "'-..
201 Nickels. Pre-1945 Nickels, all from the Forties (x63). " '- ",,,,,.,.z;
""'lP'=V
Location: Canvas Ba~.
Total $11,122.42
30
APPRAISAL SUMMARY (COPY)
It is in my opinion, that as of d.o.d. March 24, 2005, the Fair Market Value of the
personal property of James M. Tindall, Jr., deceased:
(Eleven Thousand One Hundred Twenty Two Dollars and Forty Two Cents)
/-..<::::)"5 :10'\,5 jdl c/
#~ D ?} 'Jr5-D rJ
<b 4Lf ,{o,170
l"'f ( " .\ J
~ 1-61 1~'V
~ 11]./ Z-v ( i 11(/'17.-
'fl ;! ~
}) hC'11/ V7-
I I} 1 Z t }I L
- J / b 9/; Y c
.#
11 q / l.f ~ I> V D
($11,122.42)
The report must be read in its entirety. The Appraisal Summarv ONL Y is
not the appraisal report
31
Kelley Blue Book - Private Party Pricing Report - Lincoln, Town Car
Page 1 of2
.. . KeUey Blue Book
. . THETRUSTIO RESOURCE
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.. ............. '.' ..~;.j,,~.5:;LI}:;;;i.,;:1.:;,).r.;,J.:_.:.~;,;;~~iLLw~~,!:~;~~;'" '. _
HOMEr" NEW CARS '. .... REVIEWs & RATINGS l ADVIC.E .
';",'..1;, . . ... _._-
:/:~t · · -. . ,"
advertisement
~ Seardl Used Car LhtingG
BLUE BOOK PRIVATI PARTY REPORT
Pennsylvania · March 30, 2005
2002 Lincoln Town Car Cartier Sedan 40
- ..
. ,
. .
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. - ':i#.;ff>,,,,.1~.J;;>-
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Search Listings for This Car
List Your Car For Sale Online
Quick New Car Price Quot~
Free CARFAX Record Check
Auto Loans from 4.49% APR
Insurance Quote
Print "For Sale" Sign
Payment Calculator
~ a
;-,.-.,---.~
~ ~t~~~~:~~..~~:~:~ ~
. .
Engine: VB 4.6 Liter
Trans: Automatic
Drive: Rear Wheel Drive
Mileage: 17,347
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
Single Compact Disc
Premium Sound
Dual Front Air Bags
Front Side Air Bags
ABS (4-Wheel)
Traction Control
Leather
Dual Power Seats
Sliding Sun Roof
Alloy Wheels
Consumer Rated Condition: Excellent
"Excellent" condition means that the vehicle looks new, is in excellent mechanical
condition and needs no reconditioning. This vehicle has never had any paint or body
work and Is free of rust. The vehicle has a clean title history and will pass a smog and
safety Inspection. The engine compartment Is clean, with no fluid leaks and is free of
any wear or visible defects. The vehicle also has complete and verifiable service
records. Less than 5% of all used vehicles fall Into this category.
Private Party Value Search Local Listings for This Car . $21 ,300
Private Party Value is what a buyer can expect to pay when buying a used car from a
private party. The Private Party Value assumes the vehicle Is sold liAs Is" and carries
no warranty (other than the continuing factory warranty). The final sale price may
vary depending on the vehicle's actual condition and local market conditions. This
value may also be used to derive Fair Market Value for insurance and vehicle donation
purposes.
BLUE BOOK.
~arth Used I
Quickly bro~
600,000 USE
to find exad
you want.
:ED
-adv
http://kbb.com/kblki.dl1Jkw.kc.ur?kbb.PA;551738;PA041&17257;sed+p&722;Lincoln;200... 3/30/2005
RE: James M. Tindall
DATE OF DEATH March 24, 2005
ACCOUNT INFORMATION
x
CHECKING
SAFE DEPOSIT
SAVINGS ____CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED 11/08/96
ACCOUNT NUMBER 33-24885
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME{S) ON ACCOUNT
REGISTRATION OF ACCOUNT
DATE CLOSED
03/31/05
$ 10,617.14
$ 0.80
$ 10,617.94
James M. Tindall
Individual
ACCOUNT INFORMATION
CHECKING
SAFE DEPOSIT
SAVINGS ___CERTIFICATE OF DEPOSIT
SHARES OF STOCK
DATE OPENED
ACCOUNT NUMBER
ACCOUNT BALANCE AT DATE OF DEATH
ACCRUED INTEREST
TOTAL ACCOUNT BALANCE
NAME{S) ON ACCOUNT
REGISTRATION OF ACCOUNT
DATE CLOSED
www.fnitrustonline.com
May 17, 2005
Dale F. Shughart, Jr.
Attorney at Law
35 East High Street Suite 203
Carlisle, PA 17013
RE: James M. Tindall
Mr. Shughart:
In reference to the above customer, our records show the enclosed information to be
accurate as of March 24, 2005. Our researching fee for the information we have
provided is $ 10.00. Please send your remittance to the following address:
Farmers and Merchants Trust Company
A TTN Karen Davis
20 South Main Street
Chambersburg, PA 17201-0819
If I may be of any further assistance, please contact me.
Sincerely,
~{;,dl~tWJ
Karen E. Davis
Deposit Operations Manager
717-264-6116 888-264-6116 P.O. Box 6010 Chambersbutg, PA 17201-6010
F I NA NC r A l SO LU T IONS ,.. FRO M PEOP LE YOU K N OW
State Farm Northeast Federal Credit Union
100 State Farm Place
Ballston Spa, NY 12020
One State Farm Drive
Concordville, PA 19339
300 Kimball Drive
Parsippany, NJ 07054
May 13, 2005
Dale F. Shughart, Jr.
Attorney at Law
35 East High Street, Suite 203
Carlisle, PA 17013
Re: Estate of James M. Tindall
DOD: March 24, 2005
Cumberland County Estate No. 21-05-0298
Member No. 70001
Dear Mr. Shughart:
Here is the information you requested:
Member #
Date
Balance Accrued Interest
Account Value
70001
3/24/05
$27,376.51 $155.63
$27,532.14
Please advise me of any instructions regarding disposition of this account.
If you need any additional information, please let me know.
Sincerely,
~
Manager
(973) 739-5926
LJUvUIIlvlILv
STATE FARM
tiS)
~
Bank@
INSURANCE
(!)
May 23, 2005
Dale F. Shughart, Jr.
Attorney at Law
35 East High St, Ste 203
Carlisle, PA 17013
Re: State Farm Bank@ Account Number(s) 1003690571
Dear Customer(s):
We are in receipt of your letter concerning the above-referenced State Farm Bank
deposit account and lor deceased account holder.
James M. Tindall had two accounts with us, and the balance as of 03/24/2005 on
1003690571 was $12,888.29, with $23.11 in interest earned not paid. On account
9200055937 was $225,863.62, with $763.96 in interest earned not paid.
Please be advised that the subject account #1003690571 was held as a sole owner
account with a payable on death ("POD") designation. Account funds have since been
distributed to the POD beneficiary(ies) pursuant to the terms of the deposit account
agreement.
State Farm@ appreciates your business and looks forward to assisting you with your
future financial needs. If you have any questions, please contact State Farm Bank toll-
free at 1-877-SF4-BANK (1-877-734-2265) and ask to speak to a Bank Service
Specialist.
Sincerely,
State Farm Bank
Operations Center
Special Accounts UniVJ22M
MEMBER
FDIC
P.O. Box 2316
BLOOMINGTON, ILLINOIS 61702-2316
~
EQUAl. HOlISM
LENDER
~T'An FARM
~
~
Bank@
. .
INSURANCE
'"
June 6, 2005
Dale F Shughart, Jr
35 East High St, Suite 203
Carlisle, PA 17013
Re: State Farm Bank@ Account Number 1003690571
Dear Mr. Shughart:
Per your letter of June 2, the named beneficiary of the account referenced above is
Madalene Barnett.
State Farm@ appreciates your business and looks forward to assisting you with your
future financial needs. If you have any questions, please contact State Farm Bank toll-
free at 1-877-SF4-BANK (1-877-734-2265) and ask to speak to a Bank Service
Specialist.
Sincerely,
State Farm Bank
Operations Center
Special Accounts Unitlsqz9
MEMBER
FDIC
P.O. Box 2316
BLOOMINGTON, ILLINOIS 61702-2316
iE:r
EOllAL HOUSING
LENDER
Memo
Date: May 17, 2005
To: Dale Shughart,
Account No.:
Deceased:
Beneficiary:
9200055937
James Tindall
James Tindall, III., Anne Markley,
Thomas Tindall, Barbara Tindall
Return all requested items to:
State Farm Insurance Companies
Attn: Elaine Hainline
Life General Claims B-1
One State Farm Plaza
Bloomington, IL 61710-0001
I am available to answer any questions. My phone number is 309 - 766 - 6143. My Fax number
is 309-735-0604.
METHOD OF SETTLEMENT:
According to our records, there is a current balance under this account of $227,503.84. This
amount assumes that there are no checks outstanding as of this date. The balance under this
account is now payable to the beneficiary. Please see the enclosed statement with date of death
value. Please have the beneficiaries complete the enclosed forms.
The beneficiaries may take this amount in one sum or use the funds to establish a State Farm
Benefit Management Account for their share of the proceeds.
REQUIRED FOR THIS CLAIM:
o Death Certificate - a certified copy is needed.
o Beneficiary Statement - completed by each of the Primary Beneficiaries.
o W-9 - certifying each of the beneficiary's Social Security Numbers
o State Farm Benefit Management Account Beneficiary Form - completed by each of the
beneficiaries that elect this account.
LAST WILL AND TESTAMENT OF
JAMES M. TINDALL
I, James M. Tindall, of the West Pennsboro Township,
Cumberland County, Pennsylvania, declare this to be my last will
and Testament and revoke all wills and Codicils previously made
by me.
ITEM I: I direct that my just debts, funeral expenses, and
the expenses of the administration of my estate, including any
state, federal or other death taxes payable because of my death,
shall be paid from my residuary estate as soon as practicable
after my decease, as a part of the expense of the administration
of my estate.
ITEM II: I devise and bequeath all of my estate of every
nature and wherever situate unto my wife, June K. Tindall,
provided she shall survive me by thirty (30) days.
ITEM III: Should my said wife, June K. Tindall, predecease
me or die on or before the thirtieth day following my death, I
bequeath all of my jewelry and other personal effects, household
furniture and furnishings and other tangible property of like
nature (not including cash, securities or any motor vehicles I
may own at the time of my death) unto my four children, James M.
Tindall, III, Anne stewart Markley, Thomas Melvin Tindall, and
Barbara Williams Tindall, who shall be living on the thirty-first
day following my death, to be divided among them as hereinafter
set forth. The choice of each article of such property shall be
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made in turn by such of my children in rounds of one choice each,
the choices in the first round to be made in the order of
seniority and choices in each succeeding round to be made so that
the child having the second choice in the preceding round shall
have the first choice on the next round, and the one having the
first choice in the preceding round shall have the last choice in
the next round. Where several pieces of furniture together
comprise a set which normally would be used together, they shall
be considered the subject of a single choice. The judgment of my
personal representative as to what is to pass under this
Paragraph and as to what may be included in each choice shall be
conclusive.
ITEM IV: Should my said wife, June K. Tindall, predecease
me or die on or before the thirtieth day following my death, I
devise and bequeath the rest, residue and remainder of my estate
of every nature and wherever situate in equal shares unto my four
children, James M. Tindall, III, Anne Stew~rt Markley, Thomas
Melvin Tindall, and Barbara Williams Tindall. Provided, however,
that the share of any of my said children who predeceases me or
dies on or before the thirtieth day following my death shall be
distributed to his or her issue, per stirpes, living on the
thirty-first day following my death and in default of such then
living issue, such share shall be added to the share or shares
for my other then living children and the issue, per stirpes, of
my then deceased children.
ITEM V: I appoint my wife, June K. Tindall, Executrix of
this my last will and Testament. Should my said wife fail to
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qualify or cease to act as Executrix, I appoint my son, James M.
Tindall, III, Executor of this my last will and Testament.
ITEM VI: I direct that my personal representative, as well
as their successors, 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 ~ day of April, 1994.
(] /1L- kt4k// [SEAL]
UJames M. -Tl.ndall
The preceding instrument, consisting of this and two (2)
other typewritten page, each identified by the signature of the
Testator, was on the date thereof, signed, published and declared
by James M. Tindall, the Testator therein named, as and for his
last Will, in the presence of us, who, at his request, in his
presence and in the presence of each other, have subscribed our
names as witnesses hereto.
10)11
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, James M. Tindall, Dale F. Shughart, Jr. and Mary M.
Price, the Testator and the witnesses, respectively, whose names
are signed to the foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testator
signed and executed the instrument as his last will and that he
had signed willingly, and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testator,
signed the will as witness and that to th~ best of his/her
knowledge the Testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
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W1.tness
Subscribed, sworn to and acknowledged before me by
James M. Tindall, the Testator, and subscribed and sworn to
before me by Dale F. Shughart, Jr., and Mary M. Price, witnesses,
this {? day of April, 1994.
~~C~_
. Notary P~11C
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CODICIL
I, James M. Tindall, of West Pennsboro Township, Cumberland
County, Pennsylvania, declare this to be the sole Codicil to my
Last Will and Testament, dated April 18, 1994.
ITEM I: I hereby revoke ITEM V of my Last Will and
Testament in its entirety and in lieu thereof provide as
follows:
ITEM V: My wife, June K. Tindall, having predeceased
me, I appoint my son, James M. Tindall, III, Executor of
this my Last Will and Testament. Should my said son fail to
qualify or cease to act as Executor, I appoint my daughter,
Anne Tindall Markley, Executrix of this my Last Will and
Testament.
ITEM II: In all other respects, I hereby ratify, confirm
and republish my last Will and Testament, dated April 18, 1994,
together with this sole Codicil, as and for my Last Will and
Testament.
IN WITNESS WHEREOF, I hereunto set my hand and seal this
22nd day of October, 1995.
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Signed, published and declared on the date thereof by the
above named James M. Tindall as and for the sole Codicil to his
last Will dated April 18, 1994, in the presence of us, who, at
his request, in his presence and in the presence of each other,
have subscribed our names as witnesses hereto
.
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, James M. Tindall, Dale F. Shughart, Jr., and Mary M.
Price, the Testator and the witnesses, respectively, whose names
are signed to the foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testator
signed and executed the instrument as his sole Codicil to his
last Will and that he had signed willingly, and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the sole Codicil as witness and
that to the best of his/her knowledge the Testator was at that
time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
1:ft 1i~
Subscribed, sworn to and acknowledged before me by James M.
Tindall, the Testator, and subscribed and sworn to before me by
Dale F. Shughart, Jr. and Mary M. Price, witnesses, this 22nd day
of October, 1996.
~~~
o ary Public
NOTARIAL SEAL
BONNIE l. COYLE, NOTARY PUBLIC
BORO OF !-AT HOllY SPRINGS, CUMBERLAND CO.
MY COMMISSIOH EXPIRES OCTOBER 17. 1998