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Home My WebLink About94-00114 ,:',". , i~.. ',:;' i-.: . . ,;iI., ;[\.>...:""'....~,::, .'~_' ,",.f' ,'" "'f " PETITION FOR PROBATE and GRANT OF LETTERS Estate 01 Marion V. Mvers No. r::; / - 91/- II Jf. also known lIS To: Register of Wl1ls for the Deceased. County of Cumberland in the Social S<<urlry No. 19~-07 -9642 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who isiXR 18 years of age or older an the execul rfy in the last will of the above decedent, dated SeDtember 24 and . cOdicil(s) dated named ,19~ (Slate reJevanc drcumnances. e.,. renuncialion. dealh or execulor, ClC.) Decedent Wa~ domitiled at death in Cumberland her last family or principal residence at 360 North 27 th Pennsylvania County.. PennsYlvania, with Street. ~amp Hill. llist street, number, Twp. or Boro.1 Decedent. ihen 84 )'ears of age, died November 2 ,19 93 at Hnrri,sburl!: HosDital. Harrisburl!:. Pennsylvania , Except as follcws, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a ~il1;ng and was never adjudicated incompetent: Decedent at death owned properlY with e~timated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa,) Personal property in County Value of real estate in Pennsylvania situated as follows: S 5.000.00 S S S WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of lellers testamentary (It'Slamenlary: adminlnraclon c.I.I.; Idminislrlclon d.b.n.c.u.) theron. t ~-22ik, (lI~~d;-L~) 'Oi, (/ ]:1 t{~,_~";"Z:~/; Lf.;~-;/ ~~ , I ll'w ;0 i .. in OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUM8ERl~ND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoina perition are true and cCorrCClto the best of the knowledge and belief of petitioner(S) and thaI as personal represen. lative(s) of the above decedent perilioner(s) will well aqd truly administer (he estate aceordinglo law, '/ (/), I Sworn to III affirmed and subscribed / ':, 7// /l-:'<~ (K::,,::.. ~/~ '.lJ ~ before me this JRO day of { .I i ~ y 19--ll.) - i: RqU~ i No. !1 - 94 - 114 Estate of MARION V. MYERS , Deceased DECREE OF PROBATE AND GRANT OF LETI'ERS AND NOW FEBRUARY 9. 19-..ll..., in consideration of the petition on the reverse side hereof, satisfac:tory proof having been presented before me, IT IS DECREED thatlhe instrument(s) dated September 24. 1991 described therein be admilled to probate and filed of record as the last will of Marion V. Mvers and Lellers Testamentary are hereby granled to Bettv Lou Christakos FEES 25.00 Probate, Letters, Etc. "..,'... S Shon Cenificates( 1) .. .. . .. .., S 3.00 ~~9~~\!on ...........,.... S h . UU JCP S s. Be TOTAL _ S 4R nn Filed..... ~~,~~V~~.X ,~>. .m~,...,.",.. ~ ~ '# f2, ~,;-?.;) a ResiSlcr of w ARY C. LEWIS Howell C. Mette., Esquire. #7217 ATTORNEY (Sup, Cl, I,D, No.) 3401 N. Front St.. P. O. Box 5950 ADDRESS Harrisburg. PA 171.10-0950 717-232-5000 PHONE r- '0 1"'1 ~2E '" ... .,;->:: 00 , IV': I r:o '.w - J U ":.il . (J 0: ~;,;: E 0: P" .:i::l C)U Mailed letters and order to attorney on !-9-94. .This"isto certify [hat the informarion here gi\'en i~, forrcl.tl}' mpied from .lIlllrigilial (cnific;lrc of death duly filed with l1le as l.ocill Re'!isrrnr, The original ccnificalf..' will be forwardl'd to tll<.' Stale Vital Hceonls Offiec fllf pcnnancllr filing. WARNING: It 18 Illegal to duplicate this copy by photostat or photograph, Pee for thist:ertificarc, $2.00 ~LhCL:"J.<..L. ~, 'iLLI.J&.'7!uJ+., 1 LoclIl ~~J'i1r U { 1963467 No, }J.t!:L!M~~ /,9 P J / Date hlOltlfIJAewM' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDa CERTIFICATE OF DEATH .... .." " D.o,JlCW,,"," \IIIOOI',!lIy.......1 _U lCtIr.u .....,..-wo,Oa.ttol'l DfCWlN'" ..,,~ IlENll!NCt -- ..,.....No! "....,. ^. ClIIl - .... _~~^AJO"""'" IN,lit:.~::. '1~.,..,"""'-:!1.........~ COIoJA ... ,~ Q..... He'CH. I,. 3'0 I>J. ),"1' sr. ell,." Itll.( :to 1'1011 . .-- e..L""... 6L;!tiol 110M."", c_~ 1/......14. ... ."Lt. ,:'.11. , M"U::tlT M ~7~ lOA ...., ..0 )".-11 ,., I",;"~~ r04 s'(~/#o'" ,(, ',Jt'fI,J C - -- '_M_ 1''''. f [J o fJ "'-"Ctu~w.",_,",._.""",_u ~_n.-'rI -. .. ~~""""""""-"-'-'.""."~_'I"I"_.-...l_,...".....__,t" ...........................................--.- '."""""""." ..,'......... -- .... -- IIf -- - 0 -- .. Cl fto(] "- Il l'oloAI""'bt_ IlIIl "'lUIIW WlfJlOlllr. Ik-.tttowlll.un ... []..u ..- - ~-~~,._,_..._...~_'."'...-ol....".I..._.._~ ...................-................---,...-............--.- ~... l ..::.'::'~~~:~~,~:~~~~~~'.~:~.~:~.~~~~.~ - . 1.l.u.~.lJJJ . .., ",J'1e I/.I11J - r-- 0 (/) 1;'1 ~(f \~) :;: CO :''1 .. (\ .:i'~ n.. , 6 ....':;...... 1""\ ., u I '" .~. ,.. i,i) '7,; CD " '.u i;; ~ ........- 0 C,) i.J U ell n . tlJQ: pi; :.01: a: .!l1::l t.)t.) ~--+e 1 · t ~tl '13 E GO .. 1&1 ... e ? UI ~,. 0;::: 8 ~,~,' :t j ~,' ... ~ )0 . .. 'j:! i ii' ~ ~,~. <.s ~ ! ::E i < .: . I> i ;o. .... .' .' (c) To my great grandson, BRIAN CLARK, my diamond wedding ring, for his use at such time as he marries, if he so chooses. (d) To my daughter, BETTY LOU CHRISTAKOS, my fur coats, including my black diamond mink and my mink stole, fur Jackets, including my leopard stone martin boa, pearl earrings, costume jewelry and diamond earrings, and such other items of personal use or adornment, except clothing, not specifically bequeathed as she might select, (e) To my daughter, BETTY LOU CHRISTAKOS, my emerald cut diamond ring and my diamond brooch, for her use during her lifetime. Upon her death, said items shall be delivered to her niece, JOANNE CLARK. My daughter shall not be required to insure such items and shall not be liable for any loss. The receipt of my daughter shall be a complete release of my Executors, who shall have no further liability or responsibility with respect to such items. (f) To my granddaughter, JOANNE CLARK, and her daughter, ADRIA CLARK, my clothing and all of the balance of such items of personal use or adornment which have not been specifically bequeathed or selected by my daughter, BETTY LOU CHRISTAKOS. ITEM IV: I give and bequeath all of my household furniture and furnishings, books, pictures, automobiles and other articles of household use, including, but not limited to. all of my silver, the vanity set painted by Great Aunt Marion. the painting of mother and dog, and the two pictures at tigers to my daughter, BETTY LOU CHRISTAKOS. Page 2 9/J )f7/). I to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, recognizances or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale and upon such terms and conditions as the Executor may deem advantageous to the estate, any or all real or personal estate or interest therein owned by the estate severally or in conjunction with other persons or acquired after my death by the Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers. conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the applic~tion of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments. options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon the Executor in this paragraph or elsewhere in my Will. (e) To mortgage real estate, and to make leases of real estate. (f) To borrow money from any party, including the Executor, to pay indebtedness of mine or of my estate. expenses of administration or inheritance, legacy. estate and other taxes, and to assign and pledge assets of my estate theretor. Page 4 )JJ nIl. I STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARION V. MYERS Date of Death: NOVEMBER 2, 1993 Will No. 21-94-114 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this eport. Date: 12/13/95 Si HOWELL C. METTE. ESQUIRE Name (Please type or print) P. o. BOX 5950 HARRISBURG, PA 17110-0950 Address ( 717) 232-5000 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH: rmf/AH3) ,/ " 19. If lin. 18 II greal.r thon lin. 17, ,nt., the differ.nct on line 19. Thil is the OVERPAYMENT. t18 20. If line 17 II s"ollr Ihon line 18, enler lho diReren.. on line 20, Thil i1lh. TAX DUE. A. Enter the inlerlll On the bolo"ce dIJ. on lin, 20A. a, Enlor Ihe 10101 of line 20 ond 20A on line 208. Thil I. Ih. BALANCE DUE. Mo~e Chock Poyobl. 10' RogI'lor 0' Will., Asenl .. .BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. Ufldt, ,."olli,. of plrjury. I d.dor. Ihol J hoW'. .umin.d thi. fltllr", indlolding o((oll'lpcnying uk.d",!.. and 1101''''''''1. Gild 10 ,h. bll' 01 "'y bowledg. Dnd beli'f, II., tru.. (Of rId ond compl.t.. I d.do,. thol 011 flollIlOl' has bun '.ported 0'1'", morh' wallo/t. O.dorotion or pr.pare, oth,r thoft the p.nonol ,tpftltfl1otiv. is baMd 01'1 olllnfofft\Glion of which prlp fff hOI ony ~"owl.d9" N Nil II.IN. _UIl:~J A . A ;z" ",~-a-/ NOlo i J D l!! ~~12 :J:~~ ........ ..... ... C ,Z o 1=' :5 ~ ... 15 ... .. z o ~ ~ :Ii '0 ... >< :! \ I *' COMMONWrAUH 0' 'fNNSYlVANIA , DI'A.llrMENT O' IfYINUI Dr", '10601 HAUISlUlO,'A 17121.0601 AM ~A . I ,AN MI ILl-ltg-II INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) rill NUMBER cJ, 1- q '-1-0 II '-I YEOR NUMB!R' L INIIAL) COUNTY COD! N ' M un ADD.U~ 360 North 27th Street Camp Hill. PA 17011 Coulll Cumberland MYERS. MARION V. 110 1'( NUMB 195-07-9642 DA A H A 1111 H 11/2/93 9/25/09 ll!I I. Orlslnol R.lurn o ~, Limited Ellole o 2, Supplemenlal Relurn o 40. futurl Inllrest Compromill (lor dolll 01 d.a,h oher 12.12,82) IX! 6. DlCldlnl Died Tlllate riI 7. Decedent Maintained 0 living Trult (Alloch copy of WillI (Alloch copy 01 Trull) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO: NAM MPL 1 MAlLIN A S o 3. Remainder Return {lor do'" 01 d.olh prior 10 12.13.821 1X15, Federol Ellole To. Relurn Required _ 8. TOlal Number of Safe Deposil BOKes HOWELL C.METTE P. O. Bolt 5950 Harrisburg. PA 17l(iil,-P950 c ~.. _:-~ ?J LHNNUMIR 1. Reol E,lol. (Schedule A) 2, Stoch ond Bond. (Schedulo BI 3, Clollly Held Sloc~/Portn...hip Inlerlll ISchldul1 C) " ~,M~~SOSIl and Notll Receivoble (Schedule 0) '. .". ,.,"i"~'.1 ., '-. - . I' 5,' COlh, Bon~ Depoili. & Mi"elloneou. Pe"onol Property( 51 (Scnedule EI 6: Joinlly'Owned Property (Schedule FI 7, Tronl'''' (Schedule G) (Schedule LI B. TOlol Gro.. A..e" (10'01 line. 1.7) 9. funerol Eaplnltl,Administrolive COI", Misc.llaneous ( 9) Expenlll (Schedull H), , 10, Dlbl., MortsoS~ Liobililill, Lien. (Schedule II 11. T 0101 Dedu"l~n. (IOlol.linll 9 & 10) 12, Nel Volul of E,'oll (lin. B minulline 111 13, Chorllable ond Governmenlol BoqUII'" IScheduleJ) U, Nel Volue Subject 10 To. (line 12 minu. line 13) 15, Amounl of Iinl U lo.oble 01 6% roll (Include .01uII from Schedul. K or Schedule M,I 16, Amounl of line U lo.oble 01 15% ro'e (Include volu.. 'rom Schedule K or Schedule M.l 17. Principolla. due (Add 10. frOM line 15 ond 'rom line 16.1, 18. Cr.dill Prior Poymenls DilCounl Nooe Nooe None Nooe $ 10.878.48 ' ;..;:: ( 1) ( 2) ( 31 ( ~l "..J ., Nooe $764.438.90 ( 6) ( 71 ( BI $775.317.38 $ 4.060.00 (10) Nooe (15)-1lZ2..160.48 (111 $ 4.060.00 (121 $771.257.38 (13) $637.096.90 (IA) $134.160.48 x .06 = $ 7.749.63 x .15 = $ 750.00 (171 $ 8.499.63 (16) $ 5.000.00 Inter'$1 + (18)__ 1'9) c <<~here if you are r~queJting a refund 0' your overpaY"lrnl. $8.499.63 (20) 120A) (20B) O. Box 5950. Harrisburg. PA 11110-0950 J, CpMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . ;TATE OF SCHEDULE "B" STOCKS AND BONDS. FILE NUMBER KARION V. MYERS I prOPerty Jolntly-owMd with Right of Survlvol"lhlp mUlt b, dllClostd on Schedul. "pu>> ITEM NUMBER 1. NONE DESCRIPTION VALUE AT DATE OF DEATH TOTAL (AllO enter on line 2, Recapitulation) S lit mor'INtI I' "Ndeel ,,.., .ddltlonal ,h..u of ..m. ,Inl I 1 .....""".P.r.:,"""". COMMONWEALtH O' PENNSYLVANIA. INHllltlTANClfAX .nulN IUIDINT OICEDfHT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ITEM NUMBER (All proptrty lolntly~own.d with the Rlghl .f Survlvof1hlp mu.t be dl.clol.d on Sch.dul. F) . MARION V. HYERs 2. 3. 4. s. 6. 7. 8. 9. DESCRIPTION 1. Checking Account #51-4004-5545. PNC Bank, N.A. Refund, 1993 Federal income tax Refund. 1993 PA personal income tax Capital Blue Cross reimbursement 1981 Cadillac Fleetwood sedan Household and peraonal effects Engagement' ring Diamond wrist watch Diamond wedding ring Please Print or Ty e FilE NUMBER VALUE AT DATE OF DEATH $ 196.26 3.019.00 430.00 2.733.22 3.000.00 500.00 400.00 400.00 200.00 {Anod. oddjli~"ol 'Yt- .. u- ~"ll jf Mor, SPOt, h 1'I..d.d.1 TOTAL (,1,1'0 enler on line 5, RocQP;'~lal;anl S 10.878.48 . , I"UI1 lh v..';,,;, 1',,>': ...1 -!~ COMMONWlAl1H 0' PENNSYlVANIA. INHUITANCl TAX l!TUAN .UIDENT DECEDENT . HARlON V. MYERS SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES P1oa.. 'rlnt or Type ITEM NUMBER A. Funoral Exponso.. DESCRIPTION AMOUNT 1. B. Admlnl.tratlvo Coli.. 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 216 - 28 - 4515 $1,000.00 2. Attorney Fee. Mette. Evans & Woodside 1.000.00 3. Family exemption Claimant Bettv Lou Christakos Relationship D""gl1,pr Addre.. of Claimont at decedenl's dlath Slree' Addrl.. 360 North 27th Street City Camp Hill State PA Zip Code 170lI 2.000.00 48.00 4, Probate Fee. C. MI...llanooul Exp.n.... 1. Short certificates 2. 3. 4, 5. 6, 7. 8, 12.00 TOTAL (Also Intlr on lin. 9, Rocopitulotion) (If more .poc. I. n..dld, In..1f additional ,h..t. of same sill.) S 4.060.00 " ... , i (C) TO my great grandson, BRIAN CLARK, my diamond wedding ring, for his use at such time as he marries, if he so chooses. 1~1;;l . '''''.'' ~'..-.:u (d) To my daughter, BETTY LOU CHRISTAKOS, my fur coats, including my black diamond mink and my mink stole, fur jackets, including my leopard stone martin boa, pearl earrings, costume jewelry and diamond earrings, and such other items of personal use or adornm~nt, except clothing, not specifically bequeathed as she might select, ,..,..~ (e) To my daughter, BETTY LOU CHRISTAKOS, my emerald cut diamond ring and my diamond brooch, for her use during her lifetime, Upon her death, said items shall be delivered to her niece, JOANNE CLARK. My daughter shall not be required to insure such items and shall not be liable for any loss, The receipt Of my daughter shall be a complete release of my Executors, who shall have no further liability or responsibility with respect to such items. (f) To my granddaughter, JOANNE CLARK, and her daughter, ADRIA CLARK, my clothing and all of the ' balance of such items of personal use or adornment which have not been specifically bequeathed or selected by my daughter, BETTY LOU CHRISTAKOS. ITEM I!l: I give and bequeath all of my household furniture and furnishings, books, pictures, automobiles and other articles of household use, including, but -,.,.., not liml ted to, all of my silver, the vAnity set painted by Great Aunt Marion, the painting of mother and dog, and the two ., pictures of tigers to my daughter, BETTY LOU CHRISTAKOS, Page 2 -7Jj V7I), .it;.,' I; . 'Afr:.::.. '~:,;.., . ,,' " ,.\ .j , . ~ M' .'. ~ ITEM VII: Any person who shall have died at the ssme time as I shall have, Or in a conunon disaster with me, or under such circumstances that the order of Our deaths cannot "."1 be established by proOf, or within thirty (30) days Of ,my death, shall be deemed to have predeceased me, ".M-t '"il ITEM VIII: r hereby nominate, constitute and ",,-, appoint my daughter, BETTY LOU CHRISTAKOS, to be the Executor. The Executor is specifically relieved from the duty Or obligation Of filing any bond or other security, IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding five (5) pages, at the end of each page of which I have also set my initials for greater security and better identification this 2. q It day of $Q'\,-[Q,,-,-,L,~ 1991. W (SEAL) We, the undera igned, hereby certify that the foregoing Will was signed, scaled, PUblished and declared by the above- ' named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. //"lld{~t 11(d~~AL) . I/u Residin at ~lh ,'/ C"I~ Residing at 'i.L91.u/J~4.uf A.':'. 1J.r.'I' I.~~~ /J; m S'" / ' (SEAL) Residing at ',:.:-';: , ',"it:. .,,~~y ::!; ..'.'1%:*l.I,~ , . \; 'l~1~~\~ti~ " '~ i, 'i Ie ~t , , J T:,/l (i i) The Trustee shall establi sit a separate Trust of ONE HUNDRED THOUSAND ($100,000) DOLLARS for the benefit of DR, AJANI'S RESEARCH FUND (in Houston, Texas, at this time) presently titled as : ,,,. ~ ",:,.1 ~~j..l ,-..', M, D. Anderson Cancer Center Dr, Ajani's Research Fund Account No, 112l2l The Trustee shall pay to or for the benefit of Dr. Ajani's Research Fund all of the net income in convenient installments. The conditions for receipt of the proceeds are that the proceeds shall be used for the professional component of the Program and research shall be accomplished on a charitable non-profit basis, In the event that the Research Fund terminates or payments thereto do not qualify as a charitable purpose. the Trustee shall pay any of the remaining funds of this Trust to the Trust established in paragraph (d) of this ARTICLE IV, It is Grantor's intention that this Trust be operated in connection with the charitable organization which it Dupports. 3.nd that the Trustee be responsive to the needs of the beneficiary. The charitable beneficiary " - 4 - :)'< , -----------------------------1 I ! , , I I , - RECEIVED FROM: a ACN ASSESSMENT P:' CONTROL 1:,1 NUMBER AMOUNT METTE HOWELL C POBOX 5950 3401 N FRONT ST HARRISBURG PA 17110 101 .7,0::'3.011 tOIONERE ESTATE INfORMATION, ~ f LE NUMBER 11:II 21-1994-0114 ~ NAME Of DECEDENT (LAST) II:iI MYERS MAR I ON V ~ DATE f PAYMENT Iii 08/01/94 m PO TMARK DATE COUNTY ,- CUMBERLAND D E A 11/02/93 REMARKS BETTY LOU CHrllSTAKOS SSN 195-07-9642 (fiRST) IMI) l m TOTAL AMOUNT PAID '12/" , " ,. / RECEIVED ~~- .. / SEAL CHECKli 6t 5383 REGISTER OF WILLS -,,--,----,_..- ---------, I I -' ., ", -'. T' l. - - ----- -- - - -- - -- -- - -- - - - - --- ---..;;. _.~~,.----_.. m TOTAL AMOUNT PAID (:;'::-! RECEIVED 8;~' _ t) URE MARY C. L WI REGISTER OF WILLS , 0 6 ACN ASSESSMENT r:'I CONTROl IiiI NUMBER RECEIVED FROM: METTE HOWELL C POBOX 595\) 3401 N FRONT ST HARRISBURG PA t7110 101 ESTATE INFORMATION: 119 ILE NUMBER la' 21-1994-0114 m NAM F 0 CE NT ILASij &I ,MYERS MARION V II DA . PAYMENT m MAKDAT OUNTY CUMBERLAND DA A H SSN 195~07-9b42 (FIRST IMI REMARKS 3- BETTY LOU CHRISTAKOS SEAL CHECK" 601 REGISTER OF WILLS AMOUNT .d ,44:). " ___ _ _~ __. _ __ _~ __ __-'_ __ __. .__ ...__. ..__ __ ___ __..._. M._ ..-.,,, --,.-. -- ..-- ,,-, -,.. --- --- - - - -I"" REV-1547 E, X AFP (08-94*) CDttHONWEALTH OF. PENNSYLYANIA DEPARTHEHT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2'D6D1 HARRISIlntC, PI 1712'''D601 /1./-1 cY? 6 NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"EHT OF TAX ACN 101 DATE 11-28-94 FILE NO. 11-02-93 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUB"IT THE UPPER PORTION OF THIS FOR" WITH YOUR TAX PAYKENT TO THE RECISTER OF WILLS. "AKE CHECK PAVABLE TO "RECISTER OF WILLS. ACENT" REMIT PAYMENT TO: HOWELL C METTE PO BOX 5950 HBG PA 17110 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Allount R...itt,d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:is47-Eif-m--ioa-:94j--iiiificE--OF-i-NHEiiiiAiicE-i'AX-iipPRAisEii€iiT~--,\Li.OWA;icnr--'-------'--'-- DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX ESTATE OF MYERS, MARION V FILE NO. 21 94-0114 ACN 101 DATE 11-28-94 TAK RETURN WAS, I X I ACCEPTED AS FILED I ) CHANCED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. R.d Ed.t. (Sch.dul. A) III 2. Stock. ...d Bond. (Sch.dul. BI (2) 3. Clo..I~ H.ld Stock/P.rtn.r.hlp Int.r..t (Schodul. CI (SI 4. HortO'G../Not.. R.c.lv.bl. ISch.dul. 01 141 S. CaahlBank Depollta/HllC. Par.onll Proparty (Sch.dull E) (5) 6. Jolntl~ Own.d Pro..rt~ (Sch.dul. FI (61 7. Tr....f... (Schodul. 01 (71 8. Total A,..t. ,00 .00 ,00 ,00 10.878.48 ,DO 764.438,90 lal 775.317 .38 APPROVED DEDUCTIONS AND EXEMPTIONS: 9.~uner.l Ewpeft.../Ad.. COltl/Hlle. Expen... (Sch,dull H) (,) 10. Dobt./Nortgogo Llobllltl../Llon. (Schodul. II (10) 11. Tot.l DoducUon. 12. Not V.lu. of Tox R.tum 13. Chorltobl./GoVOrn8ont.l Boqu..t. (Schodul. JI 14. Not V.l"" of E.t.t. Subj.ct to T.. 4.060.00 .00 1111 1121 (151 1141 G~n,r;n nn 771.257,38 637.096.90 134.160.48 NOTE: If .n .B......nt w.. i..u.d pr.viOU.ly. lin.. 14, 15 and/or 16, 17 and 18 will r8flact figur.. th.t includ. the tot.l of ALL r.turn. .......d to dat.. ,ASSESSMENT OF TAX: IS. Aoount of Lln. 14 .t Soou..l r.t. IISI 16. AIount of Llno 14 t..obl. .t Llno.l/Clo.. A r.t. (16) 17. AIount of Lln. 14 to.obl. It Collot.rol/Clo.. B roto (171 1.. PrincipII To. Duo TAX CREDITS: PAYMENT DATE o - . 4 08-01-94 .00 X .00. 129.160.48 X .06. 5.000.00 x.15. nel .00 7.749.63 750.00 8.499.63 DISCOUNT I.' INTEREST 1-' .00 .00 AItOUNT PAID 7.053.84 1.445.79 rOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 8.499.63 .00 .00 .00 · IF PAIlI AfTER DATE INDIcaTED. sn R[VEIlSE FOR CALCULATION OF ADDITIONAL INTErEST. 1 IF TOTAL DUE IS LESS THAN n. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU flAY IE DIll . A REFUHIl. sn RlVEIlSE SIDE OF TNIS FDIlH fOR IHSTlIUl.'TIlIIlI.' PRINCIPAL Page Receipts: Balance of Prior Account This Account 0,00 825,819.31 3-5 Net Gain (or Loss) on Sales or Other Disposition/Principal 19,959.77 6.7 .._w........__........ 845,779.08 Less: General Disbursements Fees 120,244,56 5,000.00 125,244.56 8-12 12 Balance before Distributions Distr.ibution to Beneficiaries ------............--..-----....-...... 720,534.52 681,708.02 12-14 Principal Balance on Hand 38,826,50 15 ......-................... For Information: Investments Made 16-17 Changes in Investment Holdings INCOME Receipts: Balance of Prior Account This Account 0.00 242,829,26 18-41 0,00 --..--....------ 242,829.26 65,927.20 42-50 ...................-...... 176,902.06 170,044.63 51-55 -...............-....-.. 6,857.43 56 Net Gain (or Loss) on Sales or Other Disposition/Income Less: Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made .2. Realty: 1990-08-09 Capitalization of Improvements 10,371,32 360 North 27th St, Camp Hill, PA 1990-09-07 Capitalization of Furnace 3,450,00 360 North 27th St. Camp Hill, PA 1990-10-11 Capitalization of Improvements 1,508,70 360 North 27th Street, Camp Hill,' PA 1990-10-31 Adjustment to Value of 102,500,00 360 North 27th Street, Camp Hill, PA 1991-10-07 Capitalization of Improvements 11,456,86 360 North 27th Street, Camp Hill, PA 1992-07-28 Capitalization of Improvements 12,021. 00 Repairing of Inground Pool 1993-08-12 Capitalization of Improvements _ 1,939.00 New Pool Heater for 360 North 27th Street, Camp Hill, PA 1994-07-22 Adjustment to Value of 67,753.12 360 North 27th Street, ......-.............-- 211,000,00 Camp Hill, PA -.......................... Total Receipts of Principal 825,819,31 .5. 1994-06-09 i $22,524,64 Stephen & Janet Tagg Mortgage 8,75% due 11/17/96 Net Proceeds 22,524,64 Fid, Acq, Value 22,524,64 0,00 0,00 1994-07-08 $11,894,43 Judgment Note Winding Hill Veterinary Clinic 8,75% due 07/01/99 Net Proceeds 11,894,43 Fid, Acq, Value 11,894.43 0,00 0,00 1994-06-14 360 North 27th Street, Camp Hill Net Proceeds 211,000.00 Fid, Acq, Value 211,000.00 0.00 0.00 1994-09-19 $100,000 Associated of North America Commercial Paper 4,74% due 09/19/94 Net Proceeds 100,000,00 Fid. Acq. Value 100,000,00 0,00 0.00 1994-11-15 $100,000 CCNS Sank Certificate of Deposit 8,4% due 11/08/94 Net Proceeds 100,000,00 Fid, Acq. Value 100,000,00 0,00 0.00 Total Gains and Losses/Principal Less Loss 19,959,77 0,00 0.00 Net Gain 19,959,77 .7- INFORMATION SCHEDULES--PRINCIPAL Investments Made: 1990-10-03 313 units Common Stock ',,997,22 Collective Investment Fund 1990-11-06 317 units Common Stock 4,996,21 Collective Investment Fund 1990-12-05 301 units Common Stock 4,986,91 Collective Investment Fund 1991-02-04 283 units Common Stock 4,994,99 Collective Investment Fund 1991-02-04 456 units Municipal Bond Fund 4,993.24 1991-03-04 271 units Common Stock 4,999,21 Collective Investment Fund 1991-03-04 451 units Municipal Bond Fund 4,995,41 , 1991-04-02 453 units Municipal Bond Fund 4,997.55 1991-04-03 151 units Common Stock 2,787,66 Collective Investment Fund 1991-05-02 181 units Municipal Bond Fund 1,994,19 1991-05-03 54 units Common Stock 994,44 Collective Investment Fund 1991-06-04 452 units Municipal Bond Fund 4,989,13 1991-07-02 908 units Municipal Bond Fund 9,989,26 1991-07-03 137 units Common Stock 2,499.50 Collective Investment Fund 1991-08-02 53 units Common Stock 993,67 Collective Investment Fund 1991-08-02 154 units Municipal Bond Fund 1,691,47 1991-09-04 65 units Common Stock 1,238,97 Col.1ective Investment Fund 1991-09-04 338 units Municipal Bond Fund 3,739.85 1991-11-04 133 units Common Stock Collective 2,491.87 Investment Fund 1991-11-04 223 units Municipal Bond Fund 2,489,83 .16. RECEIPTS OF INCOME Interest: 1990-08-06 Robert G. Sanford & Allen D, 2,094,37 Roumm Mortgage 12% due 06/01/93 1990-08-06 Stephen & Janet Tagg Mortgage 2,479.91 10% due 09/01/2000 1990-08-06 Stephen & Janet Tagg Mortgage 6,333,98 11% due 11/17/1996 1990-08-06 Judgment Note Winding Hill 3,627,07 Veterinary Clinic 11% due 07/01/99 1990-08-09 Robert G. Sanford & Allen D. 432,37 Roumm Mortgage 12% due 06/01/93 1990-08-09 Stephen & Janet Tagg Mortgage 540,88 10% due 09/01/2000 1990-08-09 Stephen & Janet Tagg Mortgage 1,362.90 11% due 11/17/1996 1990-08-09 Judgment Note Winding Hill 789.94 Veterinary Clinic 11% due 07/01/99 1990-09-05 Judgment Note Winding Hill 785.56 Veterinary Clinic 11% due 07/01/99 1990-09-06 Temp Funds Muni Fund 37,26 1990-09-07 RobertG. Sanford & Allen D. 421. 63 Roumm Mortgage 12% due 06/01/93 1990-09-07 Stephen & Janet Tagg Mortgage 538,67 10% due 09/01/2000 1990-09-07 Stephen & Janet Tagg Mortgage 1,350,64 11% due 11/17/1996 1990-09-11 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8.4% due 11/08/94 1990-09-11 $100,000 CeNB Bank Certificate of 831,83 Deposit #3101113753 9.66% due 05/09/94 1990-09-13 Commerce Bank Checking Account 410.73 #512015066 - Accrued Interest -18- 1990-10-04 Temp Funds Muni Fund 65,69 1990-10-09 $100,000 CCNB Bank Certificate of 700,00 Deposit #3101120249 8,4% due 11/08/94 1990-10-09 Judgment Note of Winding Hill 781.14 Veterinary Clinic 11% due 07/01/99 1990-10-10 $100,000 CCNB Certificate of 805,00 Deposit #3101113753 9,66% due 05/09/94 1990-10-12 Robert G, Sanford & Allen D, 410,78 Roumm Mortgage 12% due 06/01/93 1990-10-12 Stephen & Janet Tagg Mortgage 536,45 10% due 09/01/2000 1990-10-12 Stephen & Janet Tagg Mortgage 1,338,26 11% due 11/17/96 1990-10-26 Robert G. Sanford & Allen D, 399,82 Roumm Mortgage 12% due 06/01/93 1990-11-02 Temp Funds Muni Fund 68.14 1990-11-07 Judgment Note of Winding Hill 776,69 Veterinary Clinic 11% due 07/01/99 1990-11-08 Stephen & Janet Tagg Mortgage 534.20 10% due 09/01/2000 1990-11-08 Stephen & Janet Tagg Mortgage 1.325,78 11% due 11/17/96 1990-11-09 $100,000 CCNB Certificate of 723,33 Deposit #3101120249 8.4% due 11/08/94 1990-11-13 $100,000 CCNB Certificate of 831,83 Deposit #3101113753 9,66% due 05/09/94 1990-12-05 Temp Funds Muni Fund 121. 08 1990'12-06 Robert G. Sanford & Allen D, 388,76 Roumm Mortgage 12% due 06/01/93 1990-12.10 $100,000 CCNB Bank Certificate of 805,00 Deposit # 3101120249 8.4% due 11/08/94 -19- 1.990-12-11 Judgment Note Winding Hill 772,19 Veterinary Clinic II' due 07/01/99 1990-12-12 $100,000 CCNB Bank Certificate of 700.00 Deposit #3101113753 9,66' due 05/09/94 1990-12-12 Stephen & Janet Tagg Mortgage 531. 94 10' due 09/01/2000 1990-12-12 Stephen & Janet Tagg Mortgage 1,313,18 II' due 11/17/96 1991-01-03 Temp Funds Muni Fund 179,64 1991-01-04 Robert G. Sanford & Allen D. 377 . 58 Roumm Mortgage 12' due 06/01/93 1991-01-07 Judgment Note of Winding Hill 767,65 Veterinary Clinic 11' due 07/01/99 1991-01-08 Stephen & Janet Tagg Mortgage 529,65 10' due 09/01/2000 1991-01-08 Stephen & Janet Tagg Mortgage 1,300,46 II' due 11/17/96 1991-01-10 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8,4' due 11/08/94 1991.-01-10 $100,000 CCNB Bank Certificate of 831. 83 Depoait #3101113753 9,66' due 05/09/94 1991-02-01 Robert G, Sanford & Allen D. 366,29 Roumm Mortgage 12' due 06/01/93 1991-02-04 Temp Funds Muni Fund 157.03 1991-02-06 Judgment Note of Winding Hill 763,07 Veterinary Clinic 11' due 07/01/99 1991-02-11 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8.4' due 11/08/94 1991-02.11 $100,ODO CCNB Bank Certificate of 831. 83 Depoait #3101113753 9,66\ due 05/09/94 1991-02-12 Stephen & Janet Tagg Mortgage 527.35 10\ due 09/01/2000 -20- 1991-05-07 Stephen & Janet Tagg Mortgage 520,33 10% due 09/01/2000 1991-05-07 Stephen & Janet Tagg Mortgage 1,248,42 11% due 11/17/96 1991-05-07 Judgment Note of Winding Hill 749,08 Veterinary Clinic 11% due 07/01/99 1991-05-08 $100,000 CCNB Bank Certificate of 700,00 Deposit #3101120249 8,4% due 11/08/94 1991-05-10 $100,000 CCNB Bank Certificate of 805,00 Deposit #3101113753 9.66% due 05/09/96 1991-06-04 Temp Funds Muni Fund 80,93 1991-06-06 Robert G, Sanford & Allen D, 320,00 Roumm Mortgage 12% due 06/01/93 1991-06-06 Judgment Note Winding Hill 744,33 Veterinary Clinic 11% due 07/01/99 1991-06-07 Stephen & Janet Tagg Mortgage 517,95 10% due 09/01/2000 1991-06-07 Stephen & Janet Tagg Mortgage 1,235,11 11% due 11/17/96 1991-06-10 $100,000 CCNB Bank Certificate of 831.83 Deposit #3101113753 9.66% due 05/09/94 1991-06-12 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8,4\ due 11/08/94 1991-07-02 Temp Funds Muni Fund 65,43 1991-07-08 $100,000 CCNB Bank Certificate of 700.00 Deposit #3101120249 8.4\ due 11/08/94 1991-07-09 Robert G. Sanford & Allen D, 308,13 Roumm Mortgage 12% due 06/01/93 1991-07-09 Stephen & Janet Tagg Mortgage 515.55 10% due 09/01/2000 1991-07-09 Stephen & Janet Tagg Mortgage 1,221. 68 11% due 11/17/96 .22- 1991-07-09 Judgment Note Winding Hill 739,53 Veterinary Clinic 11% due 07/01/99 1991-07-10 $100,000 CCNB Bank Certificate of 805,00 Deposit #3101113753 9,66% due 05/09/94 1991-08-02 Temp Funds Muni Fund 22,06 1991-08-05 Robert G, Sanford & Allen D, 296,15 Roumm Mortgage 12% due 06/01/93 1991-08-06 Judgment Note Winding Hill 734,70 Veterinary Clinic 11% due 07/01/99 1991-08-08 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8.4% due 11/08/94 1991-08-09 $100,000 CCNB Bank Certificate of 831.83 Deposit #3101113753 9,66% due 05/09/94 1991-08-12 Stephen & Janet Tagg Mortgage 513.13 10% due 09/01/2000 1991-08-12 Stephen & Janet Tagg Mortgage 1, 208 , 13 11% due 11/17/96 1991-09-03 Robert G. Sanford & Allen D, 284,04 Roumm Mortgage 12% due 06/01/93 1991-09-04 Temp Funds Muni Fund 20,82 1991-09-09 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9,66% due 05/09/94 1991-09-10 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8,4% due 11/08/94 1991-09-11 Judgment Note Winding Hill 729.81 Veterinary Clinic 11% due 07/01/99 1991-09-16 Stephen & Janet Tagg Mortgage 510.69 10\ due 09/01/2000 1991-09-16 Stephen & Janet Tagg Mortgage 1,194,45 11\ due 11/17/96 1991-10-01 Temp Funds Huni Fund 13.15 -23. ':-...,.1:'<:.:..;", 1991-12-10 Judgment Note Winding Hill 714, 90 Veterinary Clinic 11% due 07/01/99 1991-12-11 Stephen & Janet Tagg Mortgage 503,24 10% due 09/01/2000 1991-12-11 Stephen & Janet Tagg Mortgage 1,152,66 11% due 11/17/96 1992-01-03 Temp Funds Muni Fund 25.48 1992-01-07 Judgment Note Winding Hill 709,83 Veterinary Clinic 11% due 07/01/99 1992-01-08 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8,4% due 11/08/94 1992-01-09 Robert G, Sanford & Allen D, 234,41 Roumm Mortgage 12% due 06/01/93 1992-01.09 Stephen & Janet Tagg Mortgage 500,72 10% due 09/01/2000 1992-01-09 Stephen & Janet Tagg Mortgage 1,138,47 11% due 11/17/96 1992-01-14 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9,66% due 05/09/94 1992-02-03 Temp Funds Muni Fund 20,37 1992-02-05 Robert G. Sanford & Allen D. 221. 69 Roumm Mortgage 12% due 06/01/93 1992-02-06 Judgment Note Winding Hill 704,72 Veterinary Clinic 11% due 07/01/99 1992-02-10 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8.4% due 11/08/94 1992-02-10 $100,000 CCNB Bank Certificate of 831.83 Deposit #31011137539.66% due 05/09/94 1992-02.10 Stephen & Janet Tagg Mortgage 498.18 10% due 09/01/2000 1992-02-10 Srephen & Janet Tagg Mortgage 1,124.15 11% due 11/17/96 -25- 1992-03-03 Temp Funds Muni Fund 20,18 1992-03-05 Robert G, Sanford & Allen D, 208,84 Roumm Mortgage 12% due 06/01/93 1992-03-05 Judgment Note Winding Hill 699,57 Veterinary Clinic 11% due 07/01/99 1992-03-09 Stephen & Janet Tagg Mortgage 495,61 10% due 09/01/2000 1992-03-09 Stephen & Janet Tagg Mortgage 1,109,70 11% due 11/17/96 1992.03-10 $100,000 CCNB Bank Certificate of 676,67 Deposit #3101120249 8.4% due 11/08/94 1992-03-10 $100,000 CCNB Bank Certificate of 778,17 Deposit #3101113753 9,66% due 05/09/94 1992-04-01 Temp Funds Muni Fund 26,75 1992-04-06 Judgment Note Winding Hill 694.36 Veterin~ry Clinic 11% due 07/01/99 1992-04-07 Stephen & Janet Tagg Mortgage 493,02 10' due 09/01/2000 1992-04-07 Stephen & Janet Tagg Mortgage 1,095.12 11' due 11/17/96 1992-04-08 Robert G. Sanford & Allen D. 195.87 Roumm Mortgage 12% due 06/01/93 1992-04-09 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8.4' due 11/08/94 1992-04-09 $100,000 CCNS Bank Certificate of 831. 83 Deposit #3101113753 9,66' due 05/09/94 1992-05-04 Robert G, Sanford & Allen D, 182.76 Roumm Mortgage 12% due 06/01/93 1992-05-04 Temp Funds Muni Fund 38,01 1992-05-07 Stephen & Janet Tagg Mortgage 490,42 10% due 09/01/2000 .26- 1992.05.07 Stephen & Janet Tagg Mortgage 1,080,41 11' due 11/17/96 1992-05.07 Judgment Note Winding Hill 689,11 Veterinary Clinic II' due 07/01/99 1992.05-11 $100,000 CCNB Bank Certificate of 700.00 Deposit #3101120249 8,4' due 11/08/94 1992.05.11 $100,000 CCNB Bank Certificate of 805,00 Deposit #3101113753 9,66' due 05/09/94 1992.05-18 Stephen & Janet Tagg Mortgage 243.89 10' due 09/01/2000 1992.06.01 Temp Funds Muni Fund 109.83 1992-06-05 Judgment Note Winding Hill 683,81 Veterinary Clinic 11' due 07/01/99 1992-06-08 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8,4' due 11/08/94 1992.06-09 Robert G. Sanford & Allen D. 169.52 Roumm Mortgage 12' due 06/01/93 1992-06-09 Stephen & Janet Tagg Mortgage 1,065.56 II' due 11/17/96 1992.06-11 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9.66' due 05/09/94 1992.07-02 Temp Funds Muni Fund 161. 79 1992-07-06 Judgment Note Winding Hill 678,46 Veterinary Clinic II' due 07/01/99 1992-07-08 $100,000 CCNB Bank Certificate of 700,00 Deposit #3101120249 8,4' due 11/08/94 1992-07-10 $100,000 CCNB Bank Certificate of 805,00 Deposit #3101113753 9,66' due 05/09/94 1992-07-10 Robert G, Sanford & Allen D. 156,15 Roumm Mortgage 12' due 06/01/93 -27- 1992-07-10 Stephen & Janet Tagg Mortgage 1,050.57 11% due 11/17/96 1992-08-03 Temp Funds Muni Fund 108,60 1992-08-04 Robert G. Sanford & Allen D. 142.65 Roumm Mortgage 12% due 06/01/93 1992-08-06 Judgment Note Winding Hill 673.06 Veterinary Clinic 11% due 07/01/99 1992-08-10 Stephen & Janet Tagg Mortgage 1,035.45 11% due 11/17/96 1992-08-11 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8,4% due 11/08/94 1992-08-11 $100,000 CCNB Bank Certificate of 831.83 Deposit #3101113753 9,66% due 05/09/94 1992-09-01 Temp Funds Muni Fund 58.94 1992-09-02 Robert G, Sanford & Allen D, 129,01 Roumm Mortgage 12% due 06/01/93 1992-09-09 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8,4% due 11/08/94 1992-09-09 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9.66% due 05/09/94 1992-09-11 Judgment Note Winding Hill 667,62 Veterinary Clinic 11% due 07/01/99 1992-09-15 Stephen & Janet Tagg Mortgage 1,020,19 11% due 11/17/96 1992-09-29 Robert G, Sanford & Allen D, 115.24 Roumm Mortgage 12% due 06/01/93 1992-10-01 Temp Funds Muni Fund 39.51 1992-10-08 Stephen & Janet Tagg Mortgage 1,004.79 II' due 11/17/96 1992,,10-08 Judgment Note Winding Hill 662.12 Veterinary Clinic 11% due 07/01/99 .28- 1992-10-09 $100,000 ceNB Bank Certificate of 700,00 Deposit #3101120249 8,4\ due 11/08/94 1992-10-09 $100,000 CCNB Benk Certificate of 805,00 Deposit #3101113753 9.66\ due 05/09/94 1992-11-02 Temp Funds Muni Fund 28.85 1992-11-04 Robert G, Sanford & Allen D. 101,33 Roumm Mortgsge 12\ due 06/01/93 1992-11-09 Judgment Note Winding Hill 656,57 Veterinary Clinic 11\ due 07/01/99 1992-11-10 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8,4\ due 11/08/94 1992-11-10 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9.66\ due 05/09/94 1992-11-13 Stephen & Janet Tagg Mortgage 989.25 11\ due 11/17/96 1992-12-01 Temp Funds Muni Fund 22,27 1992-12-02 Robert G. Sanford & Allen D. B7,27 Roumm Mortgage 12\ due 06/01/93 1992-12-04 Judgment Note Winding Hill 650,97 Veterinary Clinic 11\ due 07/01/99 1992-12-08 $100,000 CCNB Bank Certificate of 700,00 Deposit #3101120249 8,4\ due 11/08/94 1992-12-08 Stephen & Janet Tagg Mortgage 973,56 11\ due 11/17/96 1992-12-09 $100,000 CCNB Bank Certificate of 805,00 Deposit #3101113753 9,66\ due 05/09/94 1992-12-31 Robert G. Sanford & Allen D, 73.08 Roumm Mortgage 12' due 06/01/93 1993-01-04 Temp Funds Muni Fund 30.77 1993-01-05 Navigator Fund 2.44 .29. 1993-01-06 Judgment Note Winding Hill 645.32 Veterinary Clinic 8,75% due 07/01/99 1993-01-11 $100,000 CCNB Bank Certificate of 723.33 Deposit #3101120249 8.4% due 11/08/94 1993-01-11 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9.66% due 05/09/94 1993-01-11 Stephen & Janet Tagg Mortgage 957.73 B.75% due 11/17/96 1993-02-01 Navigator Fund 18,95 1993-02-02 Robert G. Sanford & Allen D. 58,75 Roumm Mortgage 12% due 06/01/93 1993-02-03 Judgment Note Winding Hill 639,62 Veterinary Clinic 8.75% due 07/01/99 1993-02-05 Stephen & Janet Tagg Mortgage 941,76 11% due 11/17/96 1993-02-08 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8,4% due 11/08/94 1993-02-09 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9,66% due 05/09/94 1993-03-01 Navigator Fund 8,96 1993-03-02 Robert G. Sanford & Allen D. 44,27 Roumm Mortgage 12% due 06/01/93 1993-03-05 Judgment Note Winding Hill 633,87 Veterinary Clinic 8.75% due 07/01/99 1993-03-08 $100,000 CCNB Bank Certificate of 653,33 Deposit #3101120249 8,4% due 11/08/94 1993-03-08 Stephen & Janet Tagg Mortgage 925,64 11% due 11/17/96 1993-03-10 $100,000 CCNB Bank Certificate of 751. 33 Deposit #3101113753 9.66% due 05/09/94 1993-04-02 Navigator Fund 13.87 -30- 1993.04.05 Judgment Note Winding Hill 628,06 Veterinary Clinic 8,75% due 07/01/99 1993-04-08 Stephen & Janet Tagg Mortgage 909.37 8.75% due 11/17/96 1993-04-09 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 B,4% due 11/08/94 1993.04.13 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9,66% due 05/09/94 1993-04-13 Robert G. Sanford & Allen D, 29.65 Roumm Mortgage 12% due 06/01/93 1993-05-03 Navigator Fund 17,40 1993-05-07 Judgment Note Winding Hill 622,20 Veterinary Clinic 8,75% due 07/01/99 1993-05-11 Stephen & Janet Tagg Mortgage 892,95 8,75% due 11/17/96 1993-05-12 $100,000 CCNB Bank Certificate of 700,00 Deposit #3101120249 8.4% due 11/08/94 1993.05..12 $100,000 CCNB Bank Certificate of 805.00 Deposit #3101113753 9.66% due 05/09/94 1993-05-17 Robert G. Sanford & Allen D. 14,19 Roumm Mortgage 12% due 06/01/93 1993-06.01 Navigator Fund 26,90 1993-06-07 Judgment Note Winding Hill 616,29 Veterinary Clinic 8,75% due 07/01/99 1993-06-08 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8.4% due 11/08/94 1993-06-08 $100,000 CCNB Bank Certificate of 831. 83 Doposit #3101113753 9.66% due 05/09/94 1993.06-23 Stephen & Janet Tagg Mortgage 876.38 8,75% due 11/17/96 .31- 1993.07-01 Navigator Fund 15.09 1993-07-07 Judgment Note Winding Hill 610.32 Veterinary Clinic 8,75% due 07/01/99 1993.07 -08 $100,000 CeNB Bank Certificate of 700.00 Deposit #3101120249 8,4% due 11/08/94 1993-07-09 $100,000 CCNB Bank Certificate of 805,00 Deposit #3101113753 9,66% due 05/09/94 1993-07-09 Stephen & Janet Tagg Mortgage 859.67 8.75% due 11/17/96 1993-08-03 Navigator Fund 10,85 1993-08-04 Judgment Note Winding Hill 604,30 Veterinary Clinic 8.75% due 07/01/99 1993-08-05 Stephen & Janet Tagg Mortgage 842,79 8,75% due 11/17/96 1993-08-09 $100,000 CCNB Bank Certificate of 723,33 Deposit #3101120249 8.4% due 11/08/94 1993-08-10 $100,000 CCNB Bank Certificate of 831. 83 Deposit #3101113753 9,66% due 05/09/94 1993-09-02 Navigator Fund 12,84 1993-09.09 Stephen & Janet Tagg Mortgage 825,76 8,75% due 11/17/96 1993-09-09 Judgment Note Winding Hill 598,22 Veterinary Clinic 8,75% due 07/01/99 1993-09-10 $100,000 CCNB Bank Certificate of 690,08 Deposit #3101120249 8,4% due 11/08/94 199~-09.10 $100,000 CCNB Bank Certificate of 793,23 Deposit #3101113753 9,66% due ,:J 05/09/94 1993-10-04 Navigator Fund 15,13 1993-10-13 $100,000 CCNB Bank Certificate of 690,42 Daposit #3101120249 8,4% due 11/08/94 - 32- 1993-10.13 $100,000 CCNB Bonk Certificata of 793.98 Deposit #3101113753 9.66\ due 05/09/94 1993-10-13 Stephen & Janet Tagg Mortgage 808.58 8.75\ duo 11/17/96 1993-10-13 Judgment Note Winding Hill 592.09 Veterinsry Clinic 8.75\ due 07/01/99 1993-11-02 Navigstor Fund 18.80 1993-11-03 Judgment Note Winding Hill 585.90 Veterinsry Clinic 8.75\ due 07/01/99 1993-11-04 Stephen & Janet Tagg Mortgage 791. 24 8.75\ due 11/17/96 1993-11-09 $100,000 CCNB Bonk Certificate of 690.41 Deposit #3101120249 8.4\ due 11/08/94 1993-11-09 $100,000 CCNB Bank Certificate of 793.97 Deposit #3101113753 9.66\ due 05/09/94 1993-12-02 Navigator Fund 26.89 1993-12-03 Judgment Note Winding Hill 579.65 Veterinary Clinic 8.75\ due 07/01/99 1993-12-06 Stephen & Janet Tsgg Mortgage 773.74 8.75\ due 11/17/96 1993-12-09 $100,000 CCNB Bsnk Certificate of 690.41 Deposit #3101120249 8.4% due 11/08/94 1993-12-09 $100,000 CCNB Bank Certificate of 793.97 Deposit #3101113753 9.66% due 05/09/94 1994-01-04 Navigator Fund 24.20 1994 -01-10 $1.00,000 CCNB Bank Certificate of 690.41 Deposit #3101120249 8.4% due 11/08/94 1994-01-12 Stephen & Janet Tagg Mortgage 756.08 8.75\ due 11/17/96 .33- 1994-01-19 Judgment Note Winding Hill 573.35 Veterinary Clinic 8.75% due 07/01/99 1994-01-19 $100,000 CCNB Bank Certificate of 793.97 Deposit #3101113753 9.66% due 05/09/94 1994-02-02 Navigator Fund 293.35 1994-02-07 Stephen & Janet Tagg Mortgage 738.26 8.75% due 11/17/96 1994-02-07 Judgment Note Winding Hill 566.99 Veterinary Clinic 8.75% due 07/01/99 1994-02-08 $100,000 CCNB Bank Certificate of 690.41 Deposit #3101120249 8.4% due 1l/08/94 1994-02-11 $100,000 CCNB Bank Certificate of 793.98 Deposit #3101113753 9.66% due 05/09/94 1994-03-02 Navigator Fund 303.45 1994-03-07 Judgment Note Winding Hill 560.57 Veterinary Clinic 8.75% due 07/01/99 1994-03-08 $100,000 CCNB Bank Certificate of 690.41 Deposit #3101120249 8.4% due 1l/08/94 1994-03-10 Stephen & Janet Tagg Mortgage 720.27 8.75% due 11/17/96 1994-03-11 $100,000 CCNB Bank Certificate of . 793.97 Deposit #3101113753 9.66% due 05/09/94 1994-04-04 Navigator Fund 204.56 1994-01.-06 Judgment Note Winding Hill 554.09 Veterinary Clinic 8.75% due 07/01/99 1994-04-08 $100,000 CCNB Bank Certificate of 690.41. Deposit #3101120249 8.4% due 1l/08/94 1994-04-12 Stephan & Janet Tagg Mortgage 702.12 8.75% due 11/17/96 -34- 1994-08-09 $100,000 CCNB Bank Certificate of 690.42 Deposit #3101120249 8.4% duo 1l/08/94 1994-09-01 Capital. Reserve Account 1,106.65 1994-09-09 Stephen & Janet Tagg Mortgago 608.84 8.75% duo 11/17/96 1994-09-12 $100,000 CCNB Bank Certificate of 690.41 Deposit #3101120249 8.4\ due ll/08/94 1994-09-19 $100,000 Association of North 1,1l9.90 American Commercial Paper 4.43% due 09/19/94 1994-10-03 Capital Reserve Account 1,206.19 1994-10-ll $100,000 CCNB Bank Certificate of 690.41 Deposit #3101120249 8.4% due 1l/08/94 1994-10-12 Stephen & Janet Tagg Mortgage 589.67 8.75% due 1l/17/96 1994-10-13 Judgment Note Winding Hill 527.58 Veterinary Clinic 8.75% due 07/01/99 1994-10-13 Judgment Note Winding Hill 520.80 Veterinary Clinic 8.75% due 07/01/99 1994-10-13 Judgment Note Winding Hill 513.95 Veterinary Clinic 8.75% due 07/01/99 1994-11-01 Capitol Reserve Account 1,535.36 1994-11-07 Stephen & Janet Tagg Mortgage 570.32 8.75% due 11/17/96 1994-11-70 Judgment Note Winding Hill 400.99 Veterinary Clinic 8.75% due 07/01/99 1994-12-01 $100,000 CCNB Bonk Certificate of 690.41 Deposit #3101120249 8.4% due 1l/08/94 1994-12-01 Capital Reserve Account 1,759.83 1994-12 -06 Judgment Note Winding Hill 394.67 Veterinary Clinic 8.75\ due 07/01/99 -36- 1994-12-21 Stephen & Janet TaggMortgage 434.52 8.75% due 11/17/96 1995-01-05 Capital Reserve Account 1,180.80 1995-02.01 Capital Reservo Account 199.79 1995-03-01 Capital Reserve Account 178.77 1995-04-95 Capital Resorve Account 204.85 1995-04-21 Internal Revenue Service 473.05 Interest on Refund of 1993 Form 1041 1995-05-01 Capital Reserve Account 192.32 .... -.................... 207,071.60 Other; 1990-11-06 Common Stock Collective 15.61 Investment Fund 1990-12-05 Common Stock Collective 49.99 Investment Fund 1991-01-04 Common Stock Collective 66.54 Investment Fund 1991-02-04 Common Stock Collective 46.29 Investment Fund 1991-03-04 Municipal Bond Fund 27.13 1991-03-04 Common Stock Collective 96.57 Investment Fund 1991-04-02 Municipal Bond Fund 54.04 1991-04-03 Common Stock Collective 102.13 Investment Fund 1991-05-02 Municipal Bond Fund 80.60 1991-05-03 Common Stock Collective 92.91 Investment Fund 1991-06-04 Municipal Bond Fund 90.87 1991-06-06 Common Stock Col1ectivo 156.86 Investment Fund 1991-07-02 Municipal Bond Fund 117.:;0 -37- 1991-07-03 Common Stock Collective 78.49 Investment Fund 1991-08-02 Common Stock Collective 79.68 Investment Fund 1991-08-02 Municipal Bond Fund 171.97 1991-09-04 Common Stock Collective 154. 55 Investment Fund 1991-09-04 Municipal Bond Fund 181.43 1991-10-01 1991 Personal Property Tax 1,424.83 Refund 1991-10-03 Municipal Bond Fund 201. 24 1991-10-04 Common Stock Collective 96.44 Investment Fund 1991-11-04 Common Stock Collective 93.92 Investment Fund 1991-11-04 Municipal Bond Fund 199.89 1991-12-03 Common Stock Collective 154.53 Investment Fund 1991-12-04 MuniCipal Bond Fund 211.95 1992-01-03 Common Stock Collective 99.08 Investment Fund 1992-01-03 Municipal Bond Fund 212.56 1992-02-05 Common Stock Collective 63.39 Investment Fund 1992-02-05 Municipal Bond Fund 220.77 1992-03-03 Common Stock Collective 172.33 Inveatment Fund 1992-03-04 Municipal Bond Fund 229.24 1992-04-02 Common Stock Collective 83.71 Investment Fund 1992-04-02 Municipal Bond Fund 227.19 1992-05-04 Common Stock Collective 30.85 Investment Fund 1992-05-04 Municipal Bond Fund 227.46 -38- 1992-06-02 Common Stock Collective 221.47 Investment Fund 1992-06-03 Municipal Bond Fund 224.82 1992-07-02 Common Stock Collective 100. 77 Investment Fund 1992-07-03 Municipal Bond Fund 229.80 1992-08-04 Common Stock Collective 45.91 Investment Fund 1992-08-04 Municipal Bond Fund 263.04 1992-09-03 Common Stock Collective 271. 26 Investment Fund 1992-09-03 Municipal Bond Fund 315.93 1992-10-02 Common Stock Collective 208.34 Investment Fund 1992-10-02 Municipal Bond Fund 361. 37 1992-ll-03 Common Stock Co11octive 53.11 Investment Fund 1992-ll-03 Municipal Bond Fund 37B.12 1992-12-02 Common Stock Collective 308.79 Investment Fund 1992-12-02 Municipal Bond Fund 404.36 1993-01-05 Common Stock Collective 178.28 Investment Fund 1993-01-06 Municipal Bond Fund 403.88 1993-02-03 Common Stock Collective 69.40 Investment Fund 1993-02-03 Municipal Bond Fund 449.41 1993-03-02 Common Stock Collective 303.37 Investment Fund 1993-03-03 Municipal Bond Fund 468.83 1993-04-02 Common Stock Collective 202.17 Investment Fund 1993-04-05 Municipal Bond Fund 465.01 -39- 1993-05-04 Common Stock Collective 76.67 Investment Fund 1993-05-04 Municipal Bond Fund 468.15 1993-06-02 Common Stock Collective 372.18 Investment Fund 1993-06-03 Municipal Bond Fund 468.30 1993-07-02 Common Stock Collective 168.20 Investment Fund 1993-07-02 Municipal Bond Fund 489.62 1993-08-03 Common Stock Collective 101.99 Investment Fund 1993-08-04 Municipal Bond Fund 506. 71 1993-09-02 Commun Stock Collective 327.01 Investment Fund 1993-09-02 Municipal Bond Fund 504.79 1993-10-05 Common Stock Collective 189.94 Investment Fund 1993-10-06 Municipal Bond Fund 498.80 1993-ll-02 Common Stock Collective 123.85 Investment Fund 1993-ll-02 Municipal Bond Fund 499.18 1993-12-02 Common Stock Collective 289.82 Investment Fund 1993-12-02 Municipal Bond Fund 491. 88 1993-12-13 Orkin Pest Control 34.98 Refund 1994-01-04 Common Stock Collective 168.41 Investment Fund 1994-01-04 Municipal Bond Fund 486.65 1994-04-06 Bell of PA - Refund 90.19 1994-07-22 Erie Insurance Group 135.00 Reimbursement of Overpayment of Insurance Premium 1994-08-ll UGI Corp. - Refund of Overpayment 51. 38 of Gas Bill -40- DISTRIBUTIONS OF INCOME 1990-08-10 Marion V. Myers - Income 14,698.54 Distribution 1990-09-10 Marion V. Myers - Income 2,929.10 Distribution 1990-09-ll Marion V. Myers - Income 1 ,1l7. 31 Distribution 1990-10-12 Marion V. Myers - Income 2,316.84 Distribution 1990-10-16 Marion V. Myers - Income 2,129.62 Distribution 1990-ll-15 Marion V. Myers - Income 4,137.37 Distribution 1990-12-17 Marion V. Myers - Income 4,351.51 Distribution 1991-01-15 Marion V. Myers - Income 2,967.42 Distribution 1991-02-15 Marion V. Myers - Income 4,190;79 Distribution 1991-03-15 Marion V. Myers - Income 3,297.89 Distribution 1991-04-15 Marion V. Myers - Income 2,728.98 Distribution 1991-05-15 Marion V. Myers - Income 4,065.48 Distribution 1991-06-17 Marion V. Myers - Income 4,032.17 Distribution 1991-07-15 Marion V. Myers - Income 3,271.41 Distribution 1991-08-15 Marion V. Myers - Income 3,839.04 Distribution ,,,, 1991-09-16 Marion V. Myers - Income 793.18 Distribution 1991-09-19 Marion V. Myers - Income 1,705.14 Distribution 1991-10-15 MarionV. Myers - Income 5,432.56 Distribution -51- 1993-05-17 Marion V. Myers . Income 3,132.34 Distribution 1993-06-15 Marion V. Myers - Income 2,455.09 Distribution 1993-07-15 Marion V. Myers - Income 4,070.39 Distribution 1993-08-16 Marion V. Myers - Income 1,045.05 Distribution 1993-09-15 Marion V. Myers - Income 3,354.36 Distribution 1993-10-15 Marion V. Myers - Income 3,165.22 Distribution 1994-12-06 Evangelical Lutheran Church 18.49 in America - Income on Specific Request of $5,000 from 02/03/94 to 03/01/94 at 5% Annual Rate 1994-12-06 Dr. Harbert Gaither - Income on 37.67 Specific Request of $5,000 from 02/03/94 to 03/29/94 at 5% Annual Rate 1994-12-06 Ralph Edward Tagg - Income on 34.93 Specific Request of $5,000 from 02/03/94 to 03/25/94 at 5% Annual Rate 1994-12-06 Karen Elizabeth Rembisz - Income 23.29 on Specific Request of $5,000 from 02/03/94 to 03/08/94 at 5% Annual Rate' 1994-12-06 Gettysburg College - Income on 92.47 Specific Request of $25,000 from 02/03/94 to 03/01/94 at 5% Annual Rate 1994-12-06 Brian Anthony Clark . Income on 5.75 Specific Request of $2,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Stephen Michael Tagg - Income on 14.38 Specific Request of $5,000 from 02/03/94 to 02/23/94 at 5% Annual Rate -53- , , , 1994-12-06 Helen O. Krause Foundation 5.75 Income on Specific Request of $2,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Joanne Marie Clark - Income on 14.38 Specific Request of $5,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Joseph Henry Tagg - Income on 14.38 Specific Request of $5,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Dickinson School of Law - Income 71.92 on Specific Request of $25,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Human Society of Greater 8.63 Harrisburg - Income on Specific Request of $3,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Adria Leah Clark - Income on 5.75 Specific Request of $2,000 from 02/03/94 to 02/23/94 at 5% Annual Rate 1994-12-06 Betty Lou Christakos - Income on 19.18 Specific Request of $10,000 from 02/03/94 to 02/23/94 at 5% Annual Rate . 1994-12-08 Arthur B. & Marion V. Myers, 5,506.85 S/C/T/A Dr. Ajani Research Fund, M.D. Anderson Cancer Center - Income Earned since 11/02/93 to 12/08/94 at 5% Annual Interest Rate 1994-12-08 Arthur B. & Marion V. Myers, 5,506.85 S/C/T/A Betty Lou Christakos Income Earned since 11/02/93 to 12/08/94 at 5% Annual Interest Rate 1994-12-21 Arthur B. Myers and Marion V. 9,561.74 Myers, F/B/O Professional Component of Physicians & other personal Specifically engaged in Cancer Cures (Cancer Research Trust) - Advanced Income Distribution .54- Cash: Uninvested Navigator Fund , , INCOME BALANCE ON HAND -56- . , , I Current Fiduciary Value Acquis i tion 05/18/95 Value ................ --..------....-- 57.43 57.43 6,800.00 6,800.00 ......---............ ---..........---.. 6,857.43 6,857.43 --- ---- .. .' , , PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Valua 05/18/95 Fiduciary Acquisition Value To: Stephen Michael Tagg, F/B/O Rebecca Marie Tagg, Minor Granddaughter of Marion V. Myers - Cash Bequest and Income paid from 02/02/94 to 05/18/95 at 5% Annual Rate Principal: Cash Income: 2,000.00 2,000.00 Cash 128.77 128.77 ~...._------ ---------... 2,128.77 2,128.77 To: Stephen Michael Tagg, F/B/O Vanessa Michelle. Tagg; Minor Granddaughter of Marion V. Myers - Cash Bequest and Income ~aid from 02/02/94 to 05/18/95 at 5% Annual Rate Principal : Cash 'Income: 2,000.00 2,000.00 Cash 128. 77 128.77 -----~----~- ------------ 2,128.77 2,128.77 To: Joseph Henry Tagg, F/B/OMichael Bradley Tagg, Minor Grandson of Marion V. Myers - Cash Bequest and Income paid from 02/02/94 to 05/18/95 at 5% Annual Rate Principal: Cash Income: 2,000.00 2,000.00 Cash 128.77 128. 77 2,128.77 2,128.77 -- -57.