HomeMy WebLinkAbout07-13-06
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INO'VIDUAL TA,~ES
DEPT 28060\
J..1ARRISBURG, ;:::','1 128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
M& T BANK, SUCCESSOR TO
ALLFIRST BANK
55 SOUTH MAIN ST PO BOX 459
CHAMBERSBURG, PA 17201
~~-- fold
ESTATE INFORMATION: SSN: 179-10-3868
FILE NUMBER: 2105-1077
DECEDENT NAME: V ANDREW HELEN F
DA TE OF PAYMENT: 07/13/2006
POSTMARK DATE: 07/1 3/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 10/24/2005
NO. CD 006963
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,488.40
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,488.40
REMARI<S: ZULLlNGER AND DAVIS
CHECI<# 296905147 2
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
LA W OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLlNGER
14 North Main Street
Suite 200
Chambersburg, PAl 720 1
717-264-6029
Fax: 717-264-1884
zulngrlaw0)earth 1 ink. net
Dale F. Shughart, Jr.
of counsel
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, PAl 7257
717-532-5713
Fax: 717-530-5222
hami Itonda vis la w@comcast.net
July 12, 2006
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Dear Register:
RE: Estate of Relen F. Vandrew
File No. 21-05-01077
Enclosed for filing in your office are the following:
. Two copies of the PA Inheritance Tax Return;
. One copy of the Inventory;
. Check payable to Register as Agent in the amount of $4,488.40 for balance of
P A Inheritance Tax due; and
. Check payable to Register in the amount of $30.00 for filing fee.
If there are any questions, please contact my Chambers burg office above. Thank you.
Very truly yours,
Joel R. Zullinger
EncIs.
REV-1500 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
~--~-LJL-.LJL 7 7
COlJNTYCODE YEAR '~i_''.~3EK- -
I-
Z
W
Cl
W
U
W
Cl
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Vandrew, Helen F,
DATE OF DEATH (MM,DD-Year)
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
79- 1 0 - 3 868
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
10/24/2005 11/11/1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
L1J
I-
~ ::;en
u a:~
L1J g;u
:I: a:g
u c. [l)
c.
<(
[X] 1. Original Return
o 4, Limited Estate
[X] 6, Decedent Died Testate (Attach copy of Will)
o 9, Litigation Proceeds Received
o 2, Supplemental Return
o 4a, Future Interest Compromise (date of death after 12- n.92)
o 7, Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 1 Remainder Return (date of death prior to 12-13-.92)
o 5, Federal Estate Tax Return Required
Q.. 8, Total Number of Safe Deposit Boxes
o 11, Election to tax under See, 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Joel R. Zullin er 14 North Main Street, Suite 200
FIRM NAME (If Applicable)
Zullin er Davis, P.C.
TELEPHONE NUMBER
717 264-6029 Chambersbur PA 17201
I-
Z
L1J
Cl
Z
o
c.
en
L1J
a:
a:
o
u
z
o
I-
<(
...J
::>
!:::
a..
<(
u
W
0::
z
o
I-
<(
I-
::>
a..
:!!:
o
U
><
<(
I-
1, Real Estate (Schedule A) (1)
2, Stocks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5, Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6, Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H) (9)
OFFICIALc1)SE ONLY
)
269,265.20
58,967.34
Ul
10,041.60
(8)
338,274.14
24,868.10
1,783.40
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11, Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
11 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11)
(12)
(13)
26,651.50
311,622.64
1,00000
14, Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
310,622.64
15, Amount of Line 14 taxable at the spousal tax
rate, or transfers under See, 9116 (a)(1.2)
16, Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18, Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 X
0.00 X
0.00 X .12
310,622.64 X .15
(15)
(16)
(17)
(18)
(19)
000
0.00
0.00
46,593.40
46,593.40
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
:>:> BE SURE TO ANSWER ALLQUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
206 East Surd Street
CTY I STATE I ZIP
Shippensburg PA 17201
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
46,593.40
40,000.00
2,10500
Total Credits (A + B + C)
(2)
3. Interest/Penalty if applicable
D. Interest
E. Pen alty
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
42,105.00
0.00
0.00
4,488.40
4,488.40
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; .............................................................. ............. 0
b. retain the right to designate who shall use the property transferred or its income; ....................................... 0
c. retain a reversionary interest; or ...................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ............................................................. 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
. b f" d . t' ? f)(l
contains a ene IClary eSlgna [on. ....................................................................................................... l6J
No
[X]
00
00
[X]
00
[X]
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
PA
ADDRESS
PA 17201
For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 PS 89116 (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 )J.
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.
REV-1503 EX + (6-98)
'*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vandrew Helen F.
FILE NUMBER
21 05
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
786 shares of Beistle CO. common stock @298.03
2
52 shares of BellSouth Corp.@25.62
3.
Accrued dividend on Item No.2 above
4.
30 shares of Chevron Corp. @56.99
5.
240 shares Colgate Palmolive Co. @52.45
6.
30 shares Duquesne L T HLDGS, Inc. @16.75
7
30 shares General Motors Corp. @28.865
8.
140.942 shares AT&T @23.365
9.
Accrued dividend on Item No.8 above
10.
200 shares Templeton Global Income Fund @8.17
11.
Accrued dividend on Item No.1 0 above
12.
32 shares Verizon Communications @30.13
13.
Accrued dividedn on Item No. 12 above
14.
590.597 shares Pimco FDS PAC INVT MGNT Ser @10.59
15.
Dividend paid 9/30/05, prior to death, but not received
until after death on No. 14 above
16.
299.8 shares Merrill Lynch US Govt Fund @20.09
1077
VALUE AT DATE
OF DEATH
234,251.58
1,332.24
15.08
1,709.70
12,588.00
502.50
865.95
3,293.11
45.45
1,634.00
8.00
964.16
12.96
6,254.42
19.57
3,024.98
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
269,265.20
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Vandrew, Helen F,
Decedent's Name
Page 1
21 05 1077
File Number
Schedule B - Stocks & Bonds
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17, 100 shares Comcast Corp, @27A35 2,743,50
SUBTOTAL SCHEDULE B 2,743,50
GRAND TOTAL SCHEDULE B $ 269,265,20
REV-15G8 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Vandrew Helen F.
FILE NUMBER
21 05
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
01077
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
o
'-'.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
VALUE AT DATE
OF DEATH
293.20
Borough of Shippensburg, refund
Checking Account #97558060, M& T Bank
42,25638
Refund, Episcopal Home, deposit made to Checking
Account #97558060, M&T Bank
465.00
Deposit made to Checking Account #97558060, M& T Bank,
after date of death
10.34
Prudential Annuity payment deposited to Checking Account
#97558060, M&T Bank, after date of death
216.44
Accrued interest to date of death on Checking Account
#987558060, M& T Bank
0.58
Certificate of Deposit #21001057455, PNC Bank, including
interest accrued to date of death
1,00550
Certificate of Deposit #21001057408, PNC Bank, including
interest accrued to date of death
3,126.83
Certificate of Deposit #31003914396500, M&T Bank,
including interest accrued to date of death
1,010.16
Certificate of Deposit #31003914396758, M& T Bank,
including interest accrued to date of death
1,007.75
Certificate of Deposit #31003914396758, M& T Bank,
including interest accrued to date of death
1,009.69
Certificate of Deposit #31003914396766, M& T Bank,
including interest accrued to date of death
1,014.10
Certificate of Deposit #31003914396906, M&T Bank,
including interest accrued to date of death
1,007.59
Certificate of Deposit #31003914396948, M& T Ban k,
including interest accrued to date of death
1,000.81
Certificate of Deposit #31003914397178, M&T Bank,
including interest accrued to date of death
1,012.85
Certificate of Deposit #31003914397201, M&T Bank,
including interest accrued to date of death
1,011.11
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
58 967.34
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Vandrew, Helen F.
Decedent's Name
Page 2
21 05 1077
File Number
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17. Certificate of Deposit #31003914397227, M&T Bank, 1,007.69
including interest accrued to date of death
18. Certificate of Deposit #31003914397384, M& T Bank, 1,501.31
including interest accrued to date of death
19. Certificate of Deposit #31 003914397631, M&T Bank, 1,009.20
including interest accrued to date of death
20. Cash received from Merrill Lynch Money Market 0.81
Account #2A T -29P72
SUBTOTAL SCHEDULE E 3,519.01
GRAND TOTAL SCHEDULE E $ 58,967.34
REV-1510 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
ESTATE OF
Vandrew, Helen F.
FILE NUMBER
21 05
1077
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV -1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM :riCLUD:: T:..<E ~;AME OF ThE ,RANSFEREE. THE:R REL.\TIOhSH!P TO DECEDENT A,N8 DA TE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER Ti-'E DATE OF TRANSFER ATT,A,CH A COpy OF THE DEED FOR REA.L ESTATE VALUE OF ASSET INTEREST VALUE
(JFA?PLlCABLEl
1. AIG Annuity Policy #A0200353 10,018.88 100. 10,01888
2. Accrued interest to date of death on Item 1 above 22.72 100. 22.72
TOTAL (Also enter on line 7 Recapitulation) $ 10,041.60
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Vandrew Helen F.
FILE NUMBER
21
05
01077
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Fogelsanger-Bricker Funeral Home, balance of funeral bill
182.10
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name 01 Personal Representative (s) M& T Bank
Social Security Number(s)/EIN Number 01 Personal Representative(s)
13,869.00
B.
16-053802
Street Address 55 South Main Street, P.O. Box 459
City Chambersbur~ State PA
Year(s) Commission Paid: 2006
Zip 17201
2.
3.
Attorney Fees Joel R. Zullinger
Family Exemption: (II decedent's address is not the same as claimant's, attach explanation)
Claimant
10,000.00
Street Address
City
State
Zip
Relationship 01 Claimant to Decedent
4.
Probate Fees Glenda Farner Strasbaugh, Register - JCP fee 10.00; letters 360.00; will
15.00; short certificates 104.00; automation fee 5.00; filing return 30.00
524.00
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
8.
9.
10.
Vital Records, death certificates for decedent
Cumberland County Legal Journal, advertise letters
News-Chronicle, advertise letters
Vital Records, death certificates for Ethel Latsbaugh
108.00
75.00
101.00
9.00
TOTAL (Also enter on line 9, Recapitulation) $
24,868.10
(II more space is needed, insert additional sheets 01 the same size)
REV-1512 EX + (6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vandrew, Helen F.
FILE NUMBER
21
05
1077
Include unreimbursed medical expenses,
ITEM
NUMBER
DESCRIPTION
Check written from decedent's personal checking account #97558060,
M& T Bank, for nursing home care prior to death but not cleared through account
until after death
Check written from decedent's personal checking account #97558060, M& T Bank,
prior to death but not cleared through account until after death
VALUE AT DATE
OF DEA TH
1,14000
1.
2.
17.98
3.
Richard Vandrew, reimbursement for expenses incurred as power-of-attorney for
the decedent
605.42
4.
Hartzell Eye, medical services
20.00
TOTAL (Also enter on line 10, Recapitulation) $
1 783.40
(If more space is needed, insert additional sheets of the same size)
RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. George Vandrew, Jr. Collateral
823 Lee Lane 1/11th of residue
Enola, PA 17025
2. Lee Latsbaugh Collateral
152 Sequoia Court 1 111th of residue
Chambersburg, PA 17201
3. Peggy Ann Myers Collateral
1939 Coldsmith Road 1 111th of residue
Shippensburg, PA 17257
4. Lynn Raye Farina Collateral
300 Luther Road 1/11th of residue
Harrisburg, PA 17111
5. Richard Vandrew Collateral
3415 Anthony Highway 1 111th of residue
Chambersburg, PA 17201
6. Donna Davis Collateral
18132 Maugans Avenue 1 Iii th of residue
Hagerstown, MD 21740
7. Unda Knowles Collateral
9849 E. County Line Road 1/11th of residue
Longmont, Colorado 80501
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. First Church of God 1,000.00
121 East King Street
Shippensburg, PA 17257
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1,000.00
,,,,,,,,,. "*,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vandrew Helen F
SCHEDULE J
BENEFICIARIES
(If more space is needed, insert additional sheets of the same size)
FILE NUMBER
21 05
1077
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Vandrew, Helen F.
Decedent's Name
Page 3
21 05 1077
File Number
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8. Kathy Burner Collateral
36 Nightingale Lane 1/11th of residue
Shepherdstown, West Virginia 25443
9. Barbara Ruckman Collateral
198 Packing House Road 1 /11th of residue
Berkeley Springs, West Virginia 25411
10. William Vandrew Collateral
Box 55, 275 Colorado Street 2/11 th of residue
Marion, PA 17235
-;-::; "7
- / ? :-:J.::'~:-::: ~,';
7-:=.. ,r-,....:.~~ :.---.~......._
.- _ ...._ '_ . h'- ~..:...
LO
LAs"r 1N"ILL Al-8 TEST?~!E~TT
lI21. en
'"
'Tle..I:;:lre'/i I
-:::: - -/- =.- :.=:."-
--"'-----....-'-,
~. , ,
'::. .:.--: l ::=: .:::=: ~ ~'- ~:::: .2 '.J. 2:.' ~r
~ '_l. ~~ OS :- ~ ? =--_~~
..-...' ~...., - --
".'-.- '. !
~
-" -- ~ '-'.
.'-- --
, , ,
:=t 2. S p'J S l r:;. '9' ~ ~,"':"'1 _:...... !
'T,::::::~:C:,2:.--..",,.- :::--:,.-:j
-,-.-, ~ ~....-.., ,-j ""
_ ,.::J,_ .::.-..~;..',_t--'-..i..--',.~ ,
-" - _.
-- -'. -~ ~
r, .:=:::.
,:,7 -.: 1 I
II __...:... ......... !
~C2 ~= /
-.:..e-"'~=.:,. 2_,=-~g 3~~/
.-., -,..- ,,-~
..::,,;.....'._<.. ~_-...i....
f'_-_~ =='-'"':-.:=: ~ ~i\~ L ~ .~ s
::;,., --'j
~"~'.--" -
\ ,.,' ,-
~' -j ._.,-~"~ --'- - ,-.,;
t. [-}'2 =::.- ;-.3 t ()
Dj'"
:--Y"','~
l.i,'__
, . ~
n_2r2c:.OIO~'2
T(I.a.,~? ~
I.
I
clireet
that
all
l\t'/
Just
C1J~ t)t s
,?~ r~ -j
E:_l~er3I
-=: ,:-;~ I) .:; r: .S ':; ~::
including all eXDenses or my last ill.ness, S~3~' be ~~~d ~~.~~
estate as soon as practicable afcer my dece3s2 ct~ a pa~'c of the
::::::{pe~se
of
tn2
admi:1ist~2tior:
If:-/'
es:=.aC2.
II,
g =- ~.l,2 C tie S~_l~n 0 r
,$l,COC.:JC
'-p .:::I .-' ~.....
i......-..A...::::JJ.":'
tc ,--L~S F.:rst
,= rl ~_~ =::.- ',:= r-l C ! GI,,-:J::1.
..... ~ , ~
,:) ::. .: P 9 e ;'l o_,:nl .-C 9 '
P::::.--::-:syl-.,can=.a i
;...~
'_',J
',.--",,-...
"-----' '~..;
~ ~ ,~ ___, ..-1
i_~.;:::>:::: <t
f c l.~
r-r;:--. '~-:,~ ""'-:)
~ '__ ....'_--'_ '_t.._:'"
r, ~_l 2.- ~~' '-=:'3:::: '_
III.
c; l '\.l2 .
d2'liS2 and bequeath
!-1--..2.
'---...- --
res i j ~_l2 of
rn-/ c. c: ~ ,:"'1 ,- ,.;.~,
(.-:; 'I'::? ::-,/
~ -::: - ~. --~;::-:;
- '. -'. '-- ,-~ -
3~C~ ~~er2~i2~ ~_~~?te
_7', - -,;:::::. :--:
.-~-:':TL:,-~,
S~i3:::>-
--. -,,- ~
~" .'~ ~
-.... ---- -~
;.:::,::; ,.-.l....., 1'''''.7-
='::.ll cr:} ~ ~~;
~ .::-;;,.:..--:r-1
- ~ -" ,. -' '-'~
n.. ..:::::. ..-'.;;::;;:::
......~ '-. '- ---'
-:-~ ::-~ ',-\.., ,.:.:::. ;.~T::!
.....',- ~~ '.- ---":-
IJ.~~ C.:t:'gf?>
- - - -. -,.
~ ~., ~ '-- '_/ '-~ '-" '-<
.:.
~> ,..:::;
.. - - -,;.- -.---
~" ,-,') ",,~ v~:::::
_ _c_ ,-....)._.c..;... '"A.
-<" '~',.--'-.;::"'-
. .~ ~'- '-' . .. \ , ,,-'- ~ ~ f
3.:,c:.
-::=. ~,'1:J
.::::.........-' ;:::;
~'-'-"~~-":'"
s :~2,:r.- c=::;
"~'I .::... ..:... _~ ~?~ ~~
,. ;:; --.. -'j~, .--- ,
.~ - '. .. - ... .~. ,~~
~
YC-c ::'--0; " "V::c :',,~:c::: ','i
c" '_
.. .~'
;'f
,: _4_.:::.j 1
II..!... .:..
~..~ ::-~ ,--- ..-:::. - ... ~:....-:'
- - -'.~-
.~. ,.~ - ._/; ~,
-.. .. -
--- - . -~'. ---'-- ~.
.~ /". -. -,- ~
_. -. --
--- ,~-.' ..- ~
s :-:,?:...:... _1_
_'JC_
~-:..: ~~':-!.::::,r~
'_'. ._ . __.... ~ __l
==r '.J. ?~ __ _ "
....,,~,--...-,."'.--..-
C'- '.~--i
+-l.,....~
'-- .:.... -
, ~ ,
/""' .'~ --' .', - -. _..-
-- -::..'
1"""" "..... -, .~,
~_ L 4 ---L .::)
p.?.. ~C 3. .~~ G i=' r:
s :~ ? ::".>:3
:.::~ .~.. 'r
-.,..- -.....- .~.- - -
- -- ,
..;. . ~ "-~' . C '._ '-< i
[:. =:.- ~? =~ .=:= :-:::: 3. ,S :~:; S
t.,'::
,---. -/'
',-,,'-l-.,
c~~c~s
0:::::-
c: -? : >.=: l~ ":"
, ,
t:~ i.l.~ t .i ~::~: ~~~:1_~"
~
-: ..~~; 1 ~ ~_-..,;, ~ i. ~-'~i
cl::::,~ t ri
,-" 1,.-- 1"1
0.:..:..8...:... ..L
02
--" . , ~ . --.
C2..8 =-~ l;:-:~~c.ec.t
c. (~,
OS-:.L"-t.
, .~"
;:::,2,,2 -= l C:. '3. :::'y' ,
::"3.3d':~,
Cc::-:l'
stirpes, ~lvlng 0~ the thirty-first day foll:~~qing ~y death, ana l~'
d~faLtlt of anv such the~-li~iing
-, .-.. ,---.., . ,.-
...:....~.:=' i,_Lc~ ,
S'~l~:tL Sh3.1~~~
---,l.,....--'I
:.::",_'.I,_::t ,=--_
;~'=
-:~. ,~1.j ':: ,j ~
the share or shares or my oth~r ~amed TIleCeS and nep~ews.
IV.
Any fidu=iary und2r this ~Till s~al~ r:ave the follo~vi~} p8W2~S
..Li.L
additi-on.
,..~
L-\J
Ch032 ves~ed in theG by law a~d by
C1:r:..-:?:r
p' rei-,ll S.i C'r:-~::3
'"", 1,1; 1 1
ll.~ L ., --L ...... ......
"1' ~--.
~ n'" I 1 r -:::) (l I q
.....~.t;--;:-'..L............ ~~;.....'....L.._
to all p~o~e~t~T whether pyi~cip3l 8r l~COffi2,
. --, -,
l ~lC 1.. U~"J.lf'j.g pr(Jp~"2:.-t ,{
held
Ir~ ,-
v~
Lll~Lors }
e~'(e rc is 3.l-J l~::
\J'y' _i t ~L -::) ~_: t
C:/~ u =:~ t
a:=:'c:::G~l,3.1,
a:-id e f fee t i "'ife
un :: i 1
a::::tu'?,l
cli s t r it-ii-.t c i C):.l
.--------..-
'____'0....
ciJ..l
"-,r-."'Y"'\O-",~'i-": r .
t--'.-L'---'~,-..L L1 .
A. To ~ecaln a~y an5 all 0: the aSS2~3 U_L sy e3t~te, r~2al G~
p2rSO::"e31,
-..v~i t ~Ol:t
l-.=:g.~r.j
"Co
aE'/
P2:"'iilciI)le
diversification of risk.
B. }"10 in"\I2st l:r1 all torms of p~opercy inclLldi:lCT sto~k/
CQt~~on Clouse fu~ds and ~ortgage investT!leDt EUEd3 with8L:t
. ' . ,
:::.-e'::: ~_:C' =-::: ~ :':.) ['~
~_c:
::'::.~/2S:iT:2=-~C :3
, . "
=;~ :_~ ~ h'~:-':: J_ =: -?:'-:l
:- (--., ~..-
'::-';::'2::1:'2
;;)2']S 2
c:
:2 ,~_ -Co.
-<--....; - --.......
_-:=3.52
.......... --., -.-- - -..-,
~'::::~ ~.-.../
- -=: -...--
;~ "J- .,-.~, ::::. y ~ -./' =-- =-_ -, -:.~ :::::; 2. / ~
-........ - ~
~ ~ ---' ~ ---
_L~a:::'~::s I
c,~, _.~
s -~: ~ (1
'Y'"'I ~....- ~
......'.~ ...;...
-:::<. ~ ~ -,_t
1...~ -:-:; '-=:: =--.:.
-.:::'... ",~-....-~
ct~ ~r~! r'~a-~ p~0pe~
,
...L '---"'
Gi.l ~c::C'? -=:;
~'eC:2l~'-::'S
::::':!-"-'-"!
:::~ ~:-:~ c:~~:--.:. 3~ S
i ",...-. -, ~
-
1 ......." ,F" ,-.
or partl}- to 2a~1: a3
t l' ,'~~ ~-T',
~:L ~~.~ '~
~~ ..:)
-, ~
.. ~..
~ ~~i rcJ( p~CC'rI)-:: ';-
E. To comproffilse any claim or con~rov~rsy.
n
[' .
~Tc, cli s ~::- i t)Li t 8
l 11 C: El .S r~ /-', ~,,~
-; i'l
k i itcl C~_~ ~}3. -ct _~ "'/
___ -. ,__, 'r...
"-' -_. -.... .. .
('
~1 .
rro hold property lr! cheir ~a~2S
~ ' 1 ' ." .
r// ~ C C:.CJ1_1 C. Cle S 19:;. 3. t ~L 0:_
any
-, ~ .
IlGUCla::cy
caO<3.cit'I
- -
'" 'r
'-.; L
1. rl
tns
nan1~
:J[
.:}
r"lC.~""'1l r~,;:::::::;
Lln~eSJiste:-c.~cl.
iT
, .
T diresc that all ta:C2S t~~t Day b~ 3SS2S3~~ l~ CO~52qu~nce O~
2Y death of w~ate~;er nature a~d by wtace~er juris:jiccio!l imposed
, '1
SC12-L
ce
pald
f rO~1 IT. Y.
res id:"l2,-~C~'/
:=~~:-;~:-p
~ -" ...- '-.'- - -
as
~'- P3,-yt
of
tl'i2
e~:(;:>(:::~se
or
L.i..:..'"::':
- .. .
a:;.:7t~ ri.L sera ClCi:l
~-
'--' J_
'''j
escat2.
VI.
a.ppoi=-~~
..=:',ll::irst
3'::'::"::--.:.k
;^~ i t h
c.:trlc23
Shi. ::J:-).~ .ns }J'~l :_-J
.. - -~
~ ~ ~ ~--~ 3 -,. -; -- a. r-~ j_ ~
Q_S e}:'~:-:'(.:,~=:C ,,-F
- 1~,
_.. ----
l~~'..: ~'1",~::;"'.L..L
D~.---'-,~ "J,
\l ,!.- .i ..
'. - r-,
-:c
-~~ ~-=
- -,
-- - --- '-'.
- -
- _:... ".-'--'
. -/- ~_ _::: ,-'. ~.= :. 2- .:;:--:.. .
I}T ~"lITI~;E-S S ~<\THE?EOF 1
----
,.,~ -......,
--:._1."/l
~ill a~Q ==~~~~S~C,
./ '- ~ - -' -'-- ~ '-.
~
,~ -r::2-/'::--
-
-. -- "- .....' -
c.~_r2~::
~/i ;: i.. :..~ f:
.C-:::3 ?-
~3 l C ~;,3. :::. ,~: 2'." --
.- ~"' .~
~.L ~-.
p '-~ :c p ',.' ~C:> '-'
,of
i ci .:~ L~ t i fie -3. c i Ci I~
-l- ',.-...:
l-- .~.:. _:... ;:::;
cay
c
2 -
(~~. 2_J\~ ';
Signed,
" -
sea.l.ea. (
I.)ub lis :::.ect a ~;.(::1 c;'le C~ 1 cLced '01/ t 0'~ ? ~:J0~.-2 - r~:~ 't1.::;-~1
te3tatrix as and fer her last ~lill
3.11C:1 t e:::3 t sllT~e:l. ~
8',_~r pr23:~r1.~e I
i,i~lC:\-=-'
~n.er p:.-eser:.c:e I
-:J.t n~{ 2:.~ea~._:::;5t
2.. r~ C] l r: t :"'l:~ t=. :...~ i:,?: S --=: r~ -= .~~ C) -=
2 ,3, C ['~
.:)~':l2:::-
,
Cl::l 'I e
herel.l:1 to
sse
OL~r J:-lctr--~C1S
c:t.u
attesti~g ~li~nesse3.
~'le ,
Helen
F.
Vandrew,
a:lcl
the
test3_tr.~i:{
and
I- ',r"': --.
l.- l":"C:
V1lCI1,2 32 2 ..:;:
r2spec=iv~lYf whose na~2S are sig~ed ~~ CI12 attached or foregsi~,~
'-'--"'- .-- ~~ ~
___: I!
t';::::l :-;.--;
=.~?:5=-
Ci"r:.J..y-
S"'/J~i~r~ I
,
.: ,
11'~ ~e_~)-,j'
Cl,,' :: ~C :" :':' '=
i-roo
p~;=
:-
:::
- ,::::; -~..~, ~
::-<.'-- ~
~ :::: .:-.::;,- :~. - -
- -,-. .-, ~/'; ..L ::::
.~, :--\. .- "-..'. ~~
I, _:A. ,~")
~ C~:: __ ,
'J:
-::
c-
.~ :.:::: ;- -,.- :-~
{~, 'of'
- --- - --." ~ ~
~__ ,,~ ~ ;_ _L ...:_ _.\..
~\ll t r~;::.::s E;
--------- TtI i t"r:; s s ---.-.------~------.
Subsc~ibed, S\VOrE to and ac~nowledged
before me by the abov~-named slgner and
subscribed and sworn co before me bv tn~
above-na~ed witness~s this _____ day or
2 ~^
l-J;~t,3ry
D, lh 1 i r.
.L -.....^--'..........--l............
j---..--.------.
I .'1.:;~,/fj J:~~.~~~~J~!~j!/jt:i:
,\t~/ r;:
-~___~____h_~___-:~~_'~__"N1__:,~..~_
D ::~ ,'-r..;:..
.:.
:::~.""""""'; ....,.'
:J: ?3.::'
:;e.3c::,iptic-;:-"
2:::~=-.3,::':'_;::-: ::O?,?
(C,i9~iJC.::'02\
::e',,' '.::'c-;:-~: 3t2~=~:
~ ....~,.,;:;,-,,..,~
~..,_.._.......~
:3/2005 c~... ~l;G~ ~~~~
...,.- -, ,~." r,._.
'-......)..J.v'-';..J
~ '-,'f .c.'-: := .c'c:.
D~7: 0.29 E~: 10/li/2005 Re=:
C~~';;C!l CO?? ~;w (l66764~OO
~r-.'..1
'~'.....~'j
Ne~; Yorl: Stoc~: ~xcna~ge
10/2~/20C5
"--:U COLG;'.TE ?;:'.LEOL:::\7E co (194162103
CW
~1ew ~or;: Stee}: Ex=hange
10/24/2005
=;:;:-;:;""c
- . - - - --
,--....- -- .......
S.: .O:::"':C' ..
Di7: 0.290000 E:c 10/24/2005 ?-ec: 10/26/2005 Pa~:: 11/l5/20'J5
51.:32000 E/L
30 DUQU~SN2 LT HLDGS INC (266228105;
COH
New York Stock Exchange
10/24/2005
30 GENERA~ HTRS COR? (370442105:
CCt'l
tJew York Stock Exchange
10/24/2005
~.::.:., .J...T&T INC (7838'G103)
co>!
New Yerk Stac}: ~xchange
10/24/2005
"':: .::::".",,'"
....) . .'.) ~",,"J
5"'. 92'~'~'=
:,2.50'JO,J
16.9600C!
29.47000
23.60:JOJ
:6.5~OCO
23.26COC; H/:'
Di7: 0.3225 Ex: 10/05/2005 ?ec: 10/10/2003 Pa~': 11/01/20C5
23.130CO H/L
200 TEH?~ETON GLOBAL INCOHE FO (88C198106)
COH
Ne~ York Stock Exchange
lO/2~/2005
3.2300C
8 "
Di'!: 0.04 E:{: 10/13/2005 Rec 10/1-;/2005 Pay: 10/3U2C05
3.:1000 :-ilL
32 .IE:RIZON COHMUNICATIONS (077853109':
COH
Ne~ York Stock Exchange
10/24/2005
30.41COC
9' 590.09-; ?Ii~CO FDS ?Z\C INVT l1G~lT SE?- (693390445
Oi7: 0.405 Ex: 10/05/2005 Rec: 10/07/2005 Pay: 11/01/2005
29,85000 E/~
TO~'.:;L REi p..
Mucual Fu~d (as quoted by NASDAQ)
10/24/2005
_ J,
299.8 MERRILL LYNCH US GOVT FD (58992010")
C1 3
~1utual F~]nd (as quoted by NASD.Z'I.Q)
10/24/2005
lCJ CO~CAS! CORP NEW (20030NI01)
CL .:;
NASCAQ - Industrial
10/24/2005
27 . 7500:0
Page 1
10.59000 ('lkc
10.09000 Hr:t
2: .12GCG ;:/L
:-::::~C~ 3.:-',8
.'-.':'~ '..1S:~'2:;::3
=~.t=OCC"
:0. 99C')C~
52.160000
0.290000
52.450000
" 1.,.-
H/L
16.750000
28.S6500C,
23.3650'00
8.170000
30.130000
10.590000
10.090000
27.435000
~5:S.:2 ::;
.s.:-:"::::.::e',\'
- .
--~-~...._. ,.....-........ -"-'~'-
:<:::::'0:-:
. .~ -.~ ~."'"
. ~..... '-"- -'-
N".Jr.'L;:er :::
~.~ ~.,.... i - , .::.::: .
--~~----'--'.
_. ;s;:~r2~ - =2;:5G~:j3:e~
Ci ..~ :::-"j -
_.~.-......::::. :::
.,-'---....--
,2="..:.e
~, ::J::J. " '......
1~,583.0C
502.50
'365.95
3,293.11
45.45
l,634,OC:
8.00
964.16
12.96
6,254.~2
3, ,.98
'-, , -:~' .
This rep~rc was produced ~i:h EstateVal, a proGuc: of Estate Valuations & Pricing Systems, Inc. ~~ you have questio~s,
plea3e contact EVP Syste~s at (8181 313-6300 or www.evpsys.com. (Revision 7.0.3)
::: :-2~:'~~.:
::-::;:-:::,,.....=.
~,,.... -.::> ::;.~
- -. ",- ,- '--
,::::':'::'2',';
- . - -" "'-
......-....---'-.... ..._..~,
~~=c~~:: ~:~:_2~S 5::2~:
:-::::;:2532-::::; ;:'-'=:'
~epc::: :;;e: Js:e 2~
~= 3':::______~:.:.
::.i.e
7,.
:-:::-: 2. e:-I _.
';;.:-::::::-e-',." -
::;:is-J__2..G3.:e:::.
~~~, j~=.::E
_;:;::C-":3.~ :
- -~ - . -: j
.'-0:5.....: .:;~"1I::~--:.J:
Page 2
T~is repor~ was ?roduced Nith Esta~eVal, a prod~c: of Estate Valuations & Pricing Syste~s, Inc. ir you have quest~ons,
p}e3se contact SV? Systems at (818) 313-6300 or www.evpsys.com. (Revision ~.O.3)
Estate of Helen F. Vandrew
Cumberland County Register of Wills
INVENTORY
Estate of Vandrew, Helen F.
No.21
05
01077
, Deceased
Date of Death 10/24/2005
Social Security No. 179103868
also known as
M& T Bank, successor to Allfirst Bank
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Joel R. ZullinQer
I.D. No 17516
B
ank
Address: 14 North Main Street, Suite 200
ChambersburQ
Telephone: (717)264-6029
Dated
PA 17201
Description
Value
Stocks & Bonds
--";'
---:.1
,
786 shares of Beistle Co. common stock @298.03
23{251.58
J
j
52 shares of BellSouth Corp.@25.62
.1 :332.24
')
Accrued dividend on Item NO.2 above
U) 15.08
30 shares of Chevron Corp. @56.99
1,709.70
240 shares Colgate Palmolive Co. @52.45
12,588.00
Total
(Attach Additional Sheets if necessary)
328,232 54
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
'~
Continuation of Inventory
Vandrew, Helen F.
21
05
01077
Paqe 1
Description of Inventory
Description
30 shares Duquesne L T HLDGS, Inc. @16.75
Value
502.50
30 shares General Motors Corp. @28.865
865.95
140.942 shares AT&T @23.365
3,293.11
Accrued dividend on Item NO.8 above
45.45
200 shares Templeton Global Income Fund @8.17
1,634.00
Accrued dividend on Item No. 10 above
8.00
32 shares Verizon Communications @30.13
964.16
Accrued dividedn on Item No. 12 above
12.96
590.597 shares Pimco FDS PAC INVT MGNT Ser @10.59
6,254.42
Dividend paid 9/30/05, prior to death, but not received
until after death on No. 14 above
19.57
299.8 shares Merrill Lynch US Govt Fund @20.09
3,024.98
100 shares Comcast Corp. @27.435
2,743.50
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Subtotal
$
19,368.60
Continuation of Inventory
Vandrew, Helen F.
21
05
01077
Paqe 2
Description of Inventory
Description
Cash, Bank Deposits, & Misc. Personal Property
Value
Borough of Shippensburg, refund
293.20
Checking Account #97558060, M& T Bank
42,256.38
Refund, Episcopal Home, deposit made to Checking
Account #97558060, M& T Bank
465.00
Deposit made to Checking Account #97558060, M& T Bank,
after date of death
10.34
Prudential Annuity payment deposited to Checking Account
#97558060, M& T Bank, after date of death
216.44
Accrued interest to date of death on Checking Account
#987558060, M& T Bank
0.58
Certificate of Deposit #21001057455, PNC Bank, including
interest accrued to date of death
1,005.50
Certificate of Deposit #21 001 057408, PNC Bank, including
interest accrued to date of death
3,126.83
Certificate of Deposit #31003914396500, M&T Bank,
including interest accrued to date of death
1,010.16
Certificate of Deposit #31003914396758, M&T Bank,
including interest accrued to date of death
1,007.75
Certificate of Deposit #31003914396758, M&T Bank,
including interest accrued to date of death
1,009.69
Certificate of Deposit #31003914396766, M&T Bank,
including interest accrued to date of death
1,014.10
Certificate of Deposit #31003914396906, M& T Bank,
including interest accrued to date of death
1,007.59
Subtotal
$
52,423.56
Continuation of Inventory
Vandrew, Helen F.
21
05
01077
PaQe 3
Description of Inventory
Description
Certificate of Deposit #31003914396948, M&T Bank,
including interest accrued to date of death
Value
1,000.81
Certificate of Deposit #31003914397178, M& T Bank,
including interest accrued to date of death
1,012.85
Certificate of Deposit #31003914397201, M&T Bank,
including interest accrued to date of death
1,011.11
Certificate of Deposit #31003914397227, M&T Bank,
including interest accrued to date of death
1,007.69
Certificate of Deposit #31003914397384, M& T Bank,
including interest accrued to date of death
1,501.31
Certificate of Deposit #31003914397631, M& T Bank,
including interest accrued to date of death
1,009.20
Cash received from Merrill Lynch Money Market
Account #2AT-29P72
0.81
Real Estate
Subtotal $
6,54378
328,232.54
Grand Total $
(l)
UJ
" ~
0
CJ)OT"" ..c:
.l-J
WUo H
+-'N ~
~ (/) I"-
a:2T"" 0
WI-<( u
" Ol a.. Ul ?--
.l-J
%:;0> ,....l p
-.0.... .-i ~
..J (/) :J ",," 0
..J....'O ;::.. U
':)15~ 4-l
NE15 0 "g
. ro E C'il
a:.ccu H ,....;
U.c (l) H
..JOU .l-J Cll
WO UJ ~
ON ",,"
ell ~
..., c: u
p::;