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LAS'I' WILL AND TESTAMENT
I, ANN IIA YS JACOBS, of Borough of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish
and declare this to be my Last Will and Testament, hereby revoklllg any and all former
Wills or Codicils by me made.
ITEM ONE
I direct that all my just dobts, funeral expenses, testamentary expenses and all
Inheritance taxes shall be paid to the extent possible from those assets held or passing
under ITEM FOUR hereof as soon as practioable after my decease and as part of the
administration of my estate.
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ITEM TWO
A. If my husband, ROBERT LEE JACOBS, Is living thirty (30) days after my
death, then I give and devise my estate as followsl
(I) The sum of TEN THOUSAND DOLLARS ($10,000.00) to each of my
daughters, ELIZABETH J. JAMIESON and ANN J. HOLLAND;
(2) The sum of FIVE THOUSAND DOLLARS ($5,000.00) to each of my
grandchildren, ANN BLAINE HOLLAND, JAMES OROVER HOIJLAND, IV,
WENDELL JOHN JAMIESON, and ELIZABETH LINDSAY JAMIESON. If
any grandchild of mine shall be under the age of twenty-one (2 J) years at
tho tlmo of my doath, his or her pecuniary legacy shall be paid to such
grandchild's mother, who shall Invest the same III an Insured savings
account or certlflcatc of deposit. The principal of such bequest and
Interest, If any, may be applied directly for such grandchild's welfare or
education prior to renchlng his or her twenty-first (21st) birthday In the
solo discretion of such grandchlld's mother. The principal and accrued
Interest, If any, shall be distributed to such grandchild when he or she
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reachos the ago of t wonty-one (21) year8. My Executcr Is authorll'.ed to
accept the relcase of such grandchild's mother us complete evidence of the
payment of suoh legacy.
(3) All the rest, I'eslduc llnd remalndcr of my estate I give, dovlse and
bequeuth unto my husbund, R0I3ER1' LEE JACOBS.
n. If my husband, HOBEHT L,EE JACOBS, does not survive me by thirty (30)
days, or In the event we shall die under ch'cumslances whereby It shall be found or
presumed that wc have died simultaneously, subject to the further provisions of this
Paragraph, I glvo, devise und bequeath nil of my estate, both real und personal
property, in equul shares unto my duughters, ELIZABETH J. JAMIESON and ANN J.
HOI,LAND; provided, that my duughter, ANN J. HOLLAND, shall have the right to
take the reul estute In Southern Pines, North Carolina, whieh I own with my husband,
In kind, as purt of her sharc should shc so ehoose und should It be part of my estate at
my deuth.
In the event my husband shall fall to survive me for thirty (30) days or of
slmultuneous deuth us uforesuid with my husband, then I give a cash legacy to my
grandehlldren as in Item Two, Pal'agraph A(2), except that the amcunt shall be
Twenty-five Hundred Dollars ($2,500.00). The remalndQr of my estate shall pass as set
forth In this paragruph.
ITEM THREE
In the evont my said nusband, ROBEHT I,EE JACOBS, shull disclaim all or any
portion of any devise or bequest made to him under the foregoing ITEM TWO, then the
amount otherwise payable shalllJll held by my Trustee under ITEM FOUa hereof. For
purposes of the Trust established under ITEM FOUR hereof, my suld husband shall not
be deemed to huve predecellsod me by virtue of his exercise of the right to disclaim
sut forth hel'eln,
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ITEM FOUH
RESIl>UAHY AND D1SCI,AIMElt THUST
My Trusteo shall hold the assets received under ITEM THHEE hereof, If any, for
the following purposes:
(a) To pay the net income, at least qual'ter-annually, to my husband, HOBERT
LEE JACOBS, for life. In addition, the Trustee, In Its sole discretion, may Invade the
principal of the trust to provide for the proper and adequate support of my husband,
ROBERT LEE JACOBS.
(b) The Trustee shall pay to my husband, ROBEltT LEE JACOBS, annually,
such sum from the principal of the tl'ust as he may request in writing, provided,
however, that said sum may not exceed the greater of Five Thousand Dollars
($5,000.00) or five percent (596) of the aggregate value, lit the time of said request, of
the principal of the trust horeunder.
(c) Upon the dellth of my husband, ROBEIlT LEE JACOBS, my Trustee shall
distribute the principal of the trust to my daughters, ELIZABETH J. JAMIESON and
ANN J. HOLLAND, In equal shares, absolutely.
ITEM FIVE
POWEHS OF EXECUTOR AND TRUSTEE
In addition to the powel's conferred by cuse la w, by statute, and by other
provisions hereof, my Executor and 1'rustee and their suocessors, shall have the
following discretionary powers applicable to all property held by them which powers
shall be effective without order of any court and shall exist until final dlstrlbutlol1l
(a) To retain any property of any natlll'e received by them for whatever period
they shall deem advisablel
(b) To Invest and reinvest 1111 01' any part of said property in Bitch stocks, bonds,
securities or othel' property, renl 01' personal, as In their discretion they shnll deem
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proper, without regllrd to statutes limiting the property whloh a flduelal'y may
pUI'chuse;
(0) 'I'e sell, transfer, exohange or otherwise dispose of, any pm't of said
property, for oash or on terms, publloly 01' privately, 01' to loase, even for u tel'm
exoeedlng five (5) yours 01' tho duration of /lny tl'USt hOl'eln, without liability on tho
purohasers or lessees to soo to the upplloation of the proc(1eds, und to give eptlons for
these purchuses without the obllgutlon to l'epUdlute them 111 ffiVOI' of fi higher offer;
(d) '1'0 exocute und dell VOl' uny deods, leuses, Ilsslgnments 01' othor Instruments
as may be necessary to carry out tho provisions of any trust horeunder;
(e) To bOl'row money, Including the right to bOl'l'OW money fl'om /lny bunk and
to mortgage or pledge any usset of the estute us seourlty;
(f) To assume contlnuunco of the st/ltus of uny bencflclary wlth regard to
death, marriage, divorce, Illness, Incapaelty and the like In the absenoe of Information
deemed reliable without liability for disbursements made on such assumption;
(g) To pay from the trust, 01' tile Income therefrom, ull debts or clulms against
my ostate, or any tuxes or similar oharges on my estute;
(Ii) '1'0 make any distribution hel'eundOl' either in kind 01' In money, 01' partially
In kind and purtially In money, Distribution In kInd qllUlI be mude at the market value
of the property distributed, und my Trustee, in its ubsolute dlsol'etlon, may eause tho
share dlstr'ibuted to any distributee to be composed of property similar to or different
from that distributed to any other distributee;
(i) To exercise /lny sUbsorlption right in oonneotlon with uny seourlty held
hereunder, to consent to 01' p/ll'tlolpnte In any reoapitallzatlon, reorganization,
consolidation or mergol' of any OOI'porution, oomp/lny or association, the seourltles of
which may be held hereunder, to delegute Iluthorlty with I'Qspeot thereto, to deposit
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Investments under agreements, to pay assessments, and generally to oxerelse all rights
of Investor:'1
U) To Invest In endowment, Insurance or annuity policies on the lives of
beneflclal'les of any trust hercunderl
(k) To continue In llny partnership, Joint venture, Joint ownership or other
business enterprise of which [ Elm EI part at the time of my death,
(I) To compromise clnlmsl
(10) To continue for whatever period of lime as they shall deem necessary any
ownership as a tenant In com mon or as n partner, in real estate or other property and
to act as I Clould huve done had 1 been Iivlngl
(n) To Illnd money to my estate or to any trust created hereunder or to
purehase from the estute or from any trust created hereunder, at the market value
thereof at the time of purchase, any securities or other property tendered to them by
my estate or any trust created hereunder at any time and from time to time within a
period of nine (9) months after my deathl
(0) In the event that any amounts are payable hereunder or under any trust
created hereunder to a minor, or to a person otherwise under legal disability, or to a
person not adjudicated Incompetent, but who, by reason of Illness or mental or physical
disability Is, in the opinion of the flduclary(les) hereunder, unable to properly
administer sueh nmounts, such amounts may be paid by the flduclary(les) hereunder in
his, her or their sole discretion In !lny of the following ways as he, she or they may
deem best:
(I) Directly to such a beneflelarYI
(2) To a legally appointed guardian of such beneflclnry for the benefit of
such beneflclarYl
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(3) '1'0 n person hnvlng oustody of such boneflclnry for tho bonflflt of such
beneflolarYI
(4) By the f1duclnry(les) hereunder using such amounts directly to the
benefit of suoh n beneflolary.
Evldenoe of the nppllontlon or payment of an amount In such a Illarmer shall be a full
and oomplete dlsoharge of tho flcluoilHy(les) hercunder to the extent of such payment
or application. This parllgrllph shall be appllcahle to payments of Income as well as
principal.
(p) To do all other acts In their judgment necessary 01' de!llrable fcr the proper
managemnnt, Investment and distribution of my Estate.
I'I'EM SIX
PH01'ECTIVE PIWVISIONS
All Income or principal held for the use and benefit of the beneflelarles of any
trust hereunder shall not be In any way or manner subject to anticipation, assignment,
pledge, sale or transfer, nor shall any such intercst, while In the possession of my
Trustee, be llablc for or subject to the debts, contracts, obllgatlons, llabllltles or torts
of any beneficiary, or to attachments, executions or sequestrations under process of
law.
If /lny bencflclar'y of any trust shall, In the sole opinion of my Trustee, be or
beoome mentally or physically Incapacitated, by reason of I11ness, accident, minority
or otherwise, my Trustee may npply either Income 01' principal for tlw support and
welfare of such beneflolary directly or to the pel'son who has the care nnd control of
such bcneflcinry, wlthcut thc Intcrventlon of Ilny guardlnn and without obllgatlon to
supervise application of said amounts In any WilY.
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m,llOO IX. 11';911
1. Roal E"alO ISch.dul. A) ( 11_
2, Slack. and Band'ISchodulo B) ( 21
3, Clallly Hold SlockIPa~no"hlp InrerOlrlSch.dulo q I 31
4, Ma~gagOl and Nolo. Roeolvoblo ISchodulo O) I 41
5, Ca.h. Bank O.po.11I & Mitcollonoau. Po"onol Propo~yl 51
(Sch.dulo EI
6. Jolnlly Own.d Prop.~y ISchodulo F)
7, TcaOlf... ISch.dul. GIISchodul. L)
8, Talal Grall AII"I (Iolallin.. 1.7)
9, Funeral EXPO"OI, Admlnl"rarivo Calli, MIIC.llanoou. I 9) .
Expo..OI ISch.dulo HI
10, OObl., Mongag. Llobllllio., Lilnl ISchodulo II
11. T 0101 Ooductio.. Irolalllno. 9 & 10)
12, Not Voluo of E,'alO IlIno 8 mlnUllino 111
13, Charlloblo and Governmonlal Boquo". {Schodulo JI
14, NoI Voluo Subloct 10 Tax Ilino 12 mlnu.lin. 131
15, Amount of IIn. 1410xablo 016% ralo
(Includo valuo. from Schodul. K or Schodulo M,I
16, Amaunl of lino 14 la,ablo 0115% ralo
Ilncludo valu.. from Schodulo K 0' Schodul. M,)
17, Principal la' duolAdd lax from lin. 15 and from lino 16,1
I B, Credll. SpoUlal Povo~y Crodll Prior Poymonll Dilcounl
+ -$:l, (le'D .Or) J. ()(}.(),.{J<r
19, If IIno 18i1 groolor Ihan IIno 17, ontor Iho dlHoronco on lino 19, Thl.I. Iho OVERPAYMENT,
aD
20, !f IIno 17 iI g,oolor Ihan Ilno lB. onlor Ih. dlHorenco on Ilno 20, Thl.I. Iho TAX DUE,
A, EnlOr Iho InlOrOlI on Iho bolanco duo on Iln. 20A,
B, Entor Iho 101010' IIno 20 and 2DA on Ilno 208, Thl. i. Iho BALANCE DUE,
Mako ChICk Pavabl. tal Rogllter of Will., A~ont_
.. II SUR! TO AN.WI. ALL QUESTlOt'S ON RlVIUI SIDI AND TO .ICHICK MATH".
Under pen ow.. of fllfjUry, I d.dar'l~all have '!lommed Ihlt relurn, intluding accompanYing Ich,'dul.. and t1al.menIl1 and I(llk. bill ot my knowltldge and bllli,f,
il illtUII, correct and complelo, I declare Ihol 011 r.al '''011 hat been repented allrulI motile' value, Doclaration of preparer olher Ihan th. p.rlanal repr.llnlali.... II
celled on nil in'ormQllon of which preparer hOl anv knowledqe.
~IONA.TYJl:f Of PfRS,ON Rf$PONmT6f1iLlNG RTIURN ADORBS .j '.:) (::1:; t--TITLTCjC S t roo t -------
h/..:.;",(,!J ,j::"o ; ",,(.J ":11:1 i'i)~'.!.,...!'!I 17013
SIGNA1URfOfP1ifPi1fEROHR. ANRPRrsEN1AliVf ADORB--rl,n 1';.1nt If,~,nll Stroet
IL':!1i':'-LU/1C ';/1. _.~~.! i:, I,,!, I'!I 17013
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COMMONWEALTH m PENNmVANIA
O!PARTMf:NIOf R!VENU!
om 280601
HAIIRIUURO, PI. 171a,0601
, NAM (l I
JACOBS, !Inn
M5"CIAl S!CURITY ~lUMUR
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I L/ - (), 0 '/ - 13
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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POR DAns OP DIATH AmR 12131191 CHICK HIRI
If A SI'OUSAL
POVIRTY CUD" I~ CLAIMID 0
PILI HUMII.
184-36-5859
[Xi 1. Orlglnol ROIurn
21
COUNTY CODE
,A.N MI IA foreWENT'S COMPLETE AOOR!SS
!lays 45 East Ri,dge Street
-lOAIT Of OEA " o;:rroriffm--] Ca r 1. i s 1 e, P 11 17013
14/16/94' 9/2/10 __J'""', Cumberland
[] " Supplomonlol Roturn 0 3, Romalnder R.,urn
Ifor dolOl of d.alh prla, 10 12,13,82)
[) 5, Fodoral E,'al. Tax
Rolurn R.qulrod
Q... 8, Tolal Number of Safo Dopolll Boxo.
94
YEAR
388
NUMBER
o 40, Futuro Inll,et! Compromile
Ifor dol" of doalh ok.. 12-12'B21
c.1 0'
"" 6, D."d.nl Ol.d TOIlato 7, Do"d.nt Maintained 0 Living Trull
IAllach copy of Willi IAllach copy of Trulll
ALL CORRIIPONDINCI AND CONPlDINTlAL TAX INPORMAnON SHOULD al DIRECTID TO,
NAM COM L MAlliN A. DR
o 4, limilod E,'al.
Ivo V, Otto/ III, Esquire
l HONE NUM.
717 I
243-3341
M^RTSON, DEARDORFF, WILLIAMS
Ten East High Street
Car'.!.sle, PA 17013
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1,566.68
()
1201 _
120A)
(2081
. C)f;h_A (;R
bAfr / ,
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ITEM
NUMBER I
I
A. Funeral bpln.11l
,
Powell Funeral Home, Southern, Pinos, NC:
preparations
Hoffman-Roth Funeral Home, Carlisle, PAl
burial expenses
Carlisle Memorial Service, Carlisle, PAl
11'1111""1''''1
ESTATE OF
, 2.
3.
e.
4,
C.
I.
2.
3,
4,
5,
6,
7,
8,
Pllall Prl"t or TVpl
I FILE NUMBIR
I
(,,;) V
1'.\' .1\
,I;'/tl..
COMMONW!AITH m Il!NHSnVMIIA
,flHUUANCE Y.U A:ETURN
'!SIOHl! OEC!Oll<l
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
JACOBS, Ann Hays
DESCRIPTION
I.
funeral
funeral/
Monument
Admlnlltrativl COIIII
I.
Personal Reprelenlolive Commillions
Social 5ecurily Number of Perianal Reprelentatlvel _
Year Commllllons paid
2,
Allorney Fees: ~lAR'rSON, DEARDORFF, 1,/1 LLIA~IS & OTTO
3.
Family Exemption
~
Claimant Ro be r t Lee J a.c.o.b.;l Relallonlhlp
Addrell of Claimonl at decedenl'l dealh
5treel Addrell. 45 East Ridge Street
CilY Ca r lis I e __State P A Zip Code 17013
Spouse
, Probate Fees
Mllelllanloul Explnllll
Register of Wills: Short certificates
Cumberland Law Journal: Advertise Letters
The Sentinel: Advertise Letters
Cole Price Real.torl Appraisal of real C:!state
Register of \'/ills I Filing fees
Register of l'/ills: ,Mditiona 1 probate fee
,
Reserved for miscell.aneous costs and Eees ~nd expenses
-____.._'..______..__...,___._..._,_.__.. . ___ '-0. .___ _________.__,__
TOTAL (Aha o"lor on lino 9, Recaoltulatlonl
(II more Ipaen II noedld, Inlort addltionallh"ll allaml 1111.)
I
I
, '
I
21-94-388
I
AMOUNT
1,353.00
1,150.00
7,000.00
20,000.00
2,000.00
410.00
15.00
40.00
72.20
300.00
43.00
140.00
2,500.00
S 35,023.20
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LAST WILL AND TESTAMENT
I, ANN HAYS JACOBS, of Borough of Carlisle, Cumberland County,
Pennsylva'nia, being of sound and disposing mind and memory, do hereby make, publish
and declare this to be my LlISt Will and Testament, hereby revoking any and all former
WlI1s or Codlolls by me made.
ITEM ONE
I direct that all my Just debts, funeral expenses, testamentary expenses and all
inheritance taxes shall be paid to the extent possible from those assets held or passing
under ITEM FOU R hereof as soon as practicable after my decease and as part of the
administration of my estate.
ITEM TWO
A. (f my husband. ROBERT LEE JACOBS, is living thirty (30) days after my I
death, then I give and devise my estate lIS follows I
,
II
,
i
(1) . The sum of TEN THOUSAND DOLLARS ($10,000.00) to each of my I
daughters, ELIZABETH J. JAMIESON and ANN J. HOLLAND;
(2) The sum of FIVE THOUSAND DOLLARS ($5,000.00) to each of my
grandchildren. ANN BLAINE HOLLAND, JAMES GROVER HOLLAND, IV,
WENDELL JOHN JA~lIESON. and ELIZABETH LINDSAY JAMIESON. If
any grandchild of mine shall be under the age of twenty-one (21) years at
the time of my death. his or her pecuniary legacy shall be paid to such
grandchild's mother. who shall invest the same In an Insured savings
aocount or certificate of deposit. The principal of such bequest and
interest, if any, may be applied directly for such grandchild'S welfare 01'
education prior to reaching his or her twenty-first (21st) birthday in the
301e discretion Ilt' S\lch grandchild's mother. The principal and accrued
interest. it' ,W\" ;:hall :le distributed to such grandchild when he or she
-I-
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reaohes the age of twenty-one (21) years. My Exeoutor Is authorized to
accept the release of suoh grandchild's mother us oomplete evidence of the
payment of such legaoy.
(3) All the rest, residue and remainder of my estate [ give, devise and
bequeath unto my husband, ROBERT LEE JACOBS.
B. If my husband, ROBERT LEE JACOBS, does not survive me by thirty (30)
days, or in the event we shall die under circumstances whereby It shall be found or
presumed that we have died simultaneously, subject to the further provisions of this
Paragraph, I give, devi~e and bequeath all of my estate, both real and personal
property, in equal shares unto my daughters, ELIZABETH J. JAMIESON and ANN J.
HOLLAND; provided, that my duughter, ANN J. HOLLAND, shall have the right to
take the real estate in Southern Pines, North Carolina, which I own with my husband,
In kind, as part of her share should she so choose and should !t be part of my estate at
my death.
In the event my husband shall fail to survive me for thirty (30) days or of
simultaneous death liS aforesaid with my husband, then I give a cash legacy to my
grandchildren as in Item Two, Paragraph A(2), except that the amount shall be
Twenty-five Hundred Dollars ($2,500.00). The remainder of my estate shail pass as set
forth in this paragraph.
ITE~I THREE
In the event my said husband, ROBERT LEE JACOBS, shall disclaim all or any
II
II
I'
portion of any devise or bequest made to him under the foregoing ITEM TWO, then the
amount otherwise payable shall be held by my Trustee under ITEl\! FOUR hereof. For
purposes of the Trust estaolished under ITE~I FOUR hereof, my said husband shall not ,
be deemed to have predeceased me by virtue of his exercise of the right to disclaim '
iet forth tlerein.
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ITEM FOUR
RESIDUARY AND DISCLAIMER TRUST
My Trustee shall hold the assets reoeived under ITEM THREE hereof, it any, for
the following purposesl
. (a) To pay the net income, at least quarter-annually, to my husband, ROBERT
LEE JACOBS, for life. In addition, the Trustee, In its sole discretion, may Invade the
prinoipal of the trust to provide for the proper and adequate support of my husband,
ROBERT LEE JACOBS.
(b) The Trustee shall pay to my husband, ROBERT LEE JACOBS, annually,
such sum from the principal ot' the trust as he may request in writing, provided,
however, that said sum may not exceed the greater of Five Thousand Dollars
($5,000.00) or t'ive percent (5%) of the aggregate value, at the time of said request, of
:1 the principal of the trust hereunder.
I'
,I (c) Upon the death ot' my husband, ROBERT LEE JACOBS, my Trustee shall
distribute the principal of the trust to my daughters, ELIZABETH J. JAMIESON and
.1
i'
,
I
ANN J. HOLLAND, in equal shares, absolutely.
ITEM FIVE
POWERS OF EXECUTOR AND TRUSTEE
In addition to the powers conferred by case law, by statute, and by other
provisions herenf, my Executor and Trustee and their successors, shall have the
I!
I
,I
following discretionary powers applicable to all property held by them which powers
shall be effective without order ot' any court and shall exist until final dlstributionl
(a) To retain any property ot' any nature received by them t'or whatever period
they shall deem advisable:
(b) To invest and reinvest all or any part ot' said property in such stocks. bonds.
securIties or other prOperl\', real or personal. ,15 in their discretion they shall deem
-:3-
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proper, without regard to statutes limiting the property which a fiduciary may
purohase;
(0) To sell, transier, exchange or otherwise dispose oi, any part of said
property, ior cash or on terms, publicly or privately, or to lease, even for a term
exceeding ilve (5) years or the duration of any trust herein, without liability on the
purchasers 01' lessees to see to the application oi the proceeds, and to give options for
these purchases without the obligation to repudiate them In iavor oi a higher offer;
(d) To execute and deliver any deeds, leases, assignments or other instruments
as may be necessary to carry out the provisions of any trust hereunder;
(e) To borrow money, including the right to borrow money from any bank and
to mortgage or pledge any asset oi the estate as security;
(f) To assume continuance of the status of any beneficiary with regard to
death, marriage, divorce, illness, incapacity and the like in the absence of information
deemed reliable without lIaoility for disbursements made on such assumptlonl
(If) To pay from the trust, or the income therefrom, all debts or claims against
my estate, or any taxes or similar charges on my estate;
I,
!i
I
(h) To make any distribution hereunder either in kind or in money, or partially
in kind and partially In money, Distribution in kind shall be made at the market value
oi the property distributed, and my Trustee, in its absolute discretion, may cause the
share distributed to any distributee to be composed of property similar to or different I
from that distributed to nny other distributee;
i
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I
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I
(l) To exercise Hny subscription right In connection with any security held
hereunder, to consent to or participate in any recapitalization, reorganization,
II
I.
I;
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!
consolidation or merger of any corporation, company or association, the securities of
which may be held hereunder, to deleqnte Huthoritv with respect thereto, to deposit
+-
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Investment~ under agreements, to pay assessments, and generally to exerolse all rights
of Investors;
(j) To invest In endowment, Insurance or annuity policies on the lives of
benel'1olarles of any trust hereunder;
(k) To continue In any partnership, Joint venture, Joint ownership or other
business enterprise of whioh I am a part at the time of my death;
(I) To compromise claims;
(m) To continue for whatever period of time as they shall deem necessary any
ownership as a tenant In common or as a partnar, in real estate or other property and
to act as I could have done had I been living;
(n) To lend money to my estate or to any trust created hereunder or to
purchase from the estate or from any trust created hereunder, at the market value
thereof at the time of purchase, any securities or other property tendered to them by
my estate or any trust created hereunder at any time and from time to time within a
pertod of nine (9) months at'ter my death;
(0) In the event that any amounts are payable hereunder or under any trust
created hereunder to a minor, or to a person otherwise under legal disability, or to a
person not adjudicated incompetent, but who, by reason ot' Illness or mental or physical
disability is, In the opinion ot' the flduciary(tes) hereunder, unable to properly
administer such amounts, such amounts may be paid by the fiduciary(les) hereunder In
his, her or their sole discretion in any ot' the following ways as he, she or they may
deem bestl
(I) Directly to such a beneficiarYI
(2) To a legally appointed guardian ot' such benet'lciary for the benet'it ot'
such benet'iciarYI
"
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(3) To a person having custody ot' such beneficiary for the benefit of such
benel'lolarYI
(4) By the f1duclary(les) hereunder using such amounts directly to the
benefit of such a beneficiary.
Evidence of the applloatlon or payment ot' an amount in such a manner shall be a full
and complete discharge of the flduclary(les) hereunder to the extent of such payment
or application. This paragraph shall be applicable to payments of Income as well as
principal.
(p) To do all other acts in their judgment necessary or desirable for the proper
management, Investment and distribution of my Estate.
ITE~ SIX
PROTECTIVE PROVISIONS
AU Inoome or prinoipal held for the use and benefit of the benet'ioiarles of any
trust hereunder shall not be in any way or manner subjeot to antlolpatlon, assignment, '
pledge, sale or transfer, nor shall any such interest, while In the possession of my
Trustee, be liable for or subjeot to the debts. contraots, obligations. lIabllltles or torts
of any beneilclary, or to attachments, executions or sequestrations under process of
law.
II
Ii
II
If any benefiolary oi any trust shall, in the sole opinion of my Trustee, be or
become mentally or physically incapacitated, by reason ot' Illness. aooident, minority
or otherwise, my Trustee may apply either Income or principal for the support and
welfare of such beneflclar~' directly or to the person who has the care and control of
such beneilclary, without the intervention of any guardian and without obligation to
Ii
ii supervise application of said lIfnounts in any way.
Ii
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)IlEVo1547 EX AFP (08094*
j// COHHOHWEAl HI Or PEHHSVLIJANU
DEPARTNENT Of REYENUE NOTICE OF INHERITANCE TAM
IURE'U Of INDIYIDU.l mES APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
~mis~~~~:lp. 171'8-0'01 OF DEDUCTIONS AND ASSESSHENT OF TAM DATE 01-24-95
ETfATE OF JACOBS A H FILE NO. ' 21 9iFIl'!1l8
DATE OF DEATH 04-16-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TNE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER or WILLS, AGENT"
REMIT PAVMENT TO:
r;, /1/ if c) 5'
IVO V OTTO III ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
ACN
101
'1
C/
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
( ) CHANCED'
(1)
(2)
(5).
(4)_
IS)
(0)
( 7)
, .
-0 L.
)... ;.).
,00
913,869,03
,00
.00
152 ,42!L..ll.
,00
.00
181
l. - ~ AhOunt R..ithd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDi <1' ~ ~ i:,? ~~
REV -- i slii 'EX"" F. FP" - f 0'8-:94 Y -NoYi c E" -6 F - "iNHEii i;: A 'fiC' E - TAX - iiPPRA -is EH-ENi'"; -F. Lt 6WA 'fiC'E~ p-ri - - - ~ ~ ~:- - -" -. - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ?:
ESTATE OF JACOBS ANN H FILE NO. 21 94-0388 ACN llll .~ DATE' 01-24"95
~
TAM RETURN WAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R..l E.toto (Sohoduh Al
2, Stook. ond Bond. ISchodulo BI
5, Clo.oly Hold stook/Portnor.hlp Intoro.t (Schodulo CI
4, Hortg.go./Noto. Rocoivoblo (Schodulo 01
5, Co.h/Bonk Oopo.lts/HI.c. Por.onol Prop.rty (Sohodulo E)
O. Jointly Ownod Proporty (Sohodulo FI
7, TrlnlfGrl (SchedulIO)
8, Totol A..ot.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.rll E~p.n.../Adn, COlta/Hilo. EXPln.., (Sohedull H)
10, Oobt./Hortgogo Llobllltlos/Llon. (Sohodulo I)
11, Totol Ooductlon.
12, No'! Voluo of To. Roturn
15. Chlrltoblo/Oovornelntol Boquo.t. (Schldull J)
14, Not Voluo of Estotl Subjoot to To.
NOTEI
(9)
110 I
35,023,20
5,158,96
(11 )
1121
1151
(14) _
...,
"
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(I} 0
-.,
1,066,293,45
40,18~ 16
1,026,111.29
,00
1,026,111,29
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15, Aeount of Llnl 14 ot Spousol roto 1151
10, Aeount of Lino 14 tl.lblo ot Llnool/C11.. A roto (101
17. A.ount of Llno 14 tl.lblo ot Coll.torol/Clo.. Brito Cl71
18, Prlnolpll To. Duo
TAX CREDITS I
PAYHENT
DATE
07-13-94
RECEIPT
NUHBER
MM886286
DISCOUNT (. I
INTEREST (- I
3,000,00
L
INTEREST IS CHARGED FROM 01-17-95 TO 02"01-95
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,OOM'OO,
1 ,026,111,29 M ,06,
,OOM,lS,_
lI8)
AHOUNT PAID
57,000,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
,00
61,566,68
,00
61,566.68
60,000,00
1,566,68
6,19
1,572,87
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORII FOR INSTRUCTIONS. 1
"
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, , "
RESERVATION'
Eltat.. of daeadants dyIng on or b.for. O.c,.b.r 12, 1982 .- Jf any future lntarut In the utata I. transf.rred
In pc.....lon or anJoYl,nt to 1,;".. 0 ulolhtllro!J lUUltftil/ia. Jill> ~I tll. J....u.nl utllll lhol L.,.,..lr:.tJ~r\ ':If :1":/ n,tah for
lIf, or for Yllr., the COllonwlIUh herlby IlIpr...1y r.urYII thl right to apprah. and a..... tran.flr Inh.ritancI Tlx"
at the lawful Cia.. " (collatlral) rat. an any auch future Inhrut.
PURPOSE Of
NOllCE,
To fulfHI thl r.qulre,.ntl of Slctlon 2140 of the Inheritance ftnd E.ta" TaK Act, Act 22 of 1991. 12 P,S.
Slctlon 2140.
PAVHf;NTI
O.t.ch thl top portion of thl. Not lei and IUbllt with your plYllnt to the R~glltlr of Will' prlnt.d on the r.v.ral ,Idl,
--Hlk. ch.ck or 1I0nu order payabll tal REOISTER OF MILLS, AOENT
All pIY'lntl rlc.1Vld ah,ll fl(lt b. appllld to any lnt.rllt whJch laY b. du. with any rUlllndlr appllld to th. tu.
REFUND (CAb.. r"fund of a taK crldlt, which Wit not requI"ld on thl Tall Return. lay bl rtqulltld by calphUngan "AppUcatlon
for Refund of PlnnaylYllnl, Inh.rltancl "nd Eatst, YaK" (RElJ.UUl. Appllcatlona art Ivalhbl. at thl Offlc.
of the Rlght.r nf WlIlt. any of the 23 Rey,nuI Olltrlct OffiCII. or by callJng the IPlchll 24-hour
anlw,rlng urvle. rlu.b,,, for for"1 ardarlnlll In PennaYlvanla 1.aoO.362-20S0, outsldl Plnnsylvllnla and
withIn looal lIarrhburll arll (717) 717.80911' TOOt (717) 772.2252 Olurlng IlIp,lIrld Onlyl.
OBJECTIONS I AflV party In Int"..t not uthfl.d with thl apprfth...lnt, allowllnc. or dlllllowancl of d.duetlon., or u......nt
of tal! (Including dhGount or Interllt> 81 ,holln on thll NotlGe ,u.t obJlct within .lkty (60) day. of rlcelpt of
this Hotle. bYI
"wrlt~ln protut to thl PA UIPartlllnt of Rlv.nue. Board of Appu1s. OEPT, 21H021, tlarrilburg, PA 17128-1021, OR
"lllctlon to have thl utter d.terelnld ftt audit of the account of the Plr.anal r"prtllntatlvl, OR
HappI.I to the Orphanl' Cour t.
ADNIN
IS1RATlVE
CORRECTlllflS.
F.ctuII Irrors dlscoyerld on thh .........nt .hould be addr....d In wrltJnll tOI PA Dlpartllnt of RIYlnUI,
Bureau of Individual Tallll, ATTHI Po.t h......nt k.vllw Unit. OEPT, 280601. Harrl.burg, PA 17128-0601
Phanl (717) 7e7-6SOS, Sit pagl 3 of thl bookllt "In.tructlon. for Inh.rltancl TaK Rlturn for a Rllldant
O'Cldlnt" (RElJ-ISO}) for ,n IKPlanaUon of lld,Jnlltratlv.lY correctable Irrorl,
DISCOUNT,
If Iny talC tlu. II paid within thr"l (3) calender Iantha aftlr thl d.cld.nt'. duth, a fly. parelnt (5:0 dlloount of
thl \1)( paid II al1owld,
INIEREGT,
Intartlt II chargld blglnnlng with first day of dellnqulnoy, or nlnl (9) Ilonthl find ani (11 day frail thl date of
duth. to the d,te of ply"nt. Tallll which biG'" dll1nt(u.nt b.fo,. Januftry I, 1912 bur Intorut at the rate of
.11I (6~) perlJlnt plr anllUI calculated at a dIlly rate of ,000164, All taKII which biG a" dlllnqulnt on and after
Janu_~y I, 19&2 NUl bur Interllt at a ratl whiCh 101111 vary frail callndar Yllr to callndar Ylttr with thlt ratl
announcld by thl PA nIPlrt..nt Ilf Rlvlnu., Th, applicable Intarllt rat.. for 1982 through 1995 artl
~ Interlllt Hat. Dally Interllt Factor :!.!!r Interllt Rat, Olilv Inter..t Factor
1982 20~ ,oome 1947 9~ ,ODDl47
1911 16~ .oooue 19&a-1991 II~ ,omol
1m II~ ,000101 1992 9% ,000247
1911 ux ,00US6 1993.1994 7i: ,000192
19&6 ID~ . Doom 1995 9% ,OODl47
"Internt II cllculltld .. fol10ll11
INTEREST . BALANCE OF TAX UNPAID X NU"SER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'.Anv Hotlel l'luad Ift.r thl taM bleo..' dlllnquant will rafllct an lnt.r'lt nllculatlon to flft,.n (15) dlYI
blyond the dati of thl ........nt, If Pllyllnt II I18d. after thl Inter..t cOllputatlon datI Ihown on the
Notic.. Iddltlonal Intlrut IIUlt bl elllculatld,
'.
.,.....
PURPOSE OF
HOTlCE I
To folflll Ihl roqul,...nto 0/ s.ollon 2145 (bJ 0/ Ihl Inhorlt.neo .nd E.I.II T.. Aol, Aol 22 0/ 1991.
(72'P:S, lIollon 21451,
PAVIlENT I
D.t"h tho loP porllon 0/ Ihll Nolleo .nd .obolt with .our p....nt 10 thl Hogl.lor of Will' prlnlld on Ihl
r.y,r II .id..
__ H.kl oh..k or "no. ardor pI.,bl. to' REaISnR aF MILLS, AaENT.
III p....nto r,,"IVld .holl bo appll.d flrol 10 .n. In",..1 whloh ... bo doo with .n. r..olndor .ppllld To Ih. III,
, rofund 01 0 II< ",dlt ... b. roqo..Ud b. .oopl.lIng on "Applleotlon lor R.fond of p.nn..lv.nl.
Inhorll.n.. ond E.UU h." (REY-13ll!. AppIIOlllon..ro ...ll.bl. .t Ih. o/flco 0/ Ih. Rlgl.lor 0/ Will.,
on. 0/ Ihl 23 Rlv.no. OI.Trlol offl... or fr" Ihl DlPorlo.nl" 24'hoor on.worlng ..r.l.. noobor' far /or" ordlrln,1
In P.nn..I.onlo 1-100-361.-2050. oot.ldO P.nn..l..nl. .nd wllhln 100.1 H.rrl.bor, .r.. (1111 767'1094,
TOO' (711) 712-2252 otearlng Ilptlr,d Only),
REFUND (CR "
DIJECTIOHS' ,n. ,orIV In lntor..t nol .oll.fI.d with Iho ........nl of \.. ., .hown on Ihl. nollOl 0" obJ"I within
,heW (60) day. of ncllpt of this Hoth:. byl
.."IIt.n prol..1 to Iho PA LIPort..nt of R...no" lo.rd of ,pp..I.. Dopl. 261021. H."lIburg. "17126-1021, on
..,heUng to ha'" thl ..athr d.t.r.ln.d lit audit of thl plr.cnll rlpr...ntat1vl, OR
uappllllll to thl orphan,' Court,
ADNIN"
ISTRATIYE
CORRECTIONS'
F.olo.l .rror. dl.oo..r.d on Ihl. ........nl .hoold h. .ddr....d In wrlllng \01 PA D.p.rl,.n\ of R.v.nu..
avr..o of Indlvldo.1 T."', RTlH' Pool ,.......nt R..I.w u"lt. alP" 260601. Il.rrl.bor,. PA 11121-0601,
'hone 1111) 711'6505, S.. ,.g. , of tho bookl.t ''In.Truollon. for lnh.rltanco TI< R.lorn for · R..ld.nl
Olcld.nt" (REV-1S01) for an Ixplanatlon of ad.lnl,tratlv.1V corrlctabl. .rror..
INTEREST.
For d,t,. of d..th onlor aft.r 10-S-91 Plnn,ylvant. E,tat' T.~ bal,d on thl F.dGr.l Eltat. lax
r.turn bloo." dtllnqu.n~ at tn' t)lplratlon of nlnl (09) lIontnl fro' the datil of death.
For d.t.. 01 d..lh ,rlor 10 10-'-91 ponnlYlv.nl. E.t.t. lox b...d on Ih. F.dor.l E.I.I. T.. roTurn
b.eo'" rteUnqu,nt at the 81'plratlon of 11ght.8n (181 1I0nth. frol thll dati 0' death.
T"" whloh b..... d.llnqu.nl b.foro Jono'" 1. 19&2 .ur Inl.",t .1 Ih. r.t. of .1' (6%) portlnt ,or .nno'
"I.ol.t.d .1 . d.ll. ral. of ,000164, III tax" whloh b..... d.ll"qu.nl on or .ftor J.no.rY 1. 19&2 will boor
Inlor..1 .1 . rot. whloh will ..r. fro' ..lond.r ...r to OII."dor .,.. with th.1 r." .nnoonOld by Ih. PI
Oepart.en\ of RevenuI. Thl appllcablt Intlr..t rat.. for 1982 through 1995 UIl
~Itr Interllt Ratl Dally Intlr..t factor Vlllr tnt.rut Rate DnllY Inter..t Faotor
- -
1912 lOX ,OOOS(,! 19&1 9% ,000247
1913 16% ,00043& 19&6-1991 Il% ,000301
19&4 llX ,000301 1992 9% ,000247
19&5 13% ,000356 1993-1994 'IX ,000192
1916 10% ,000214 1995 91: ,000247
"lnt.,ut ,. Clalculatld os folloWII
INTEREST . SALANCE OF TAX UNPAID X NUKSER aF DAYS DELINQUENT X DAILY INTEREST FACTOR
..,n. Hollo. I"o.d .llIr tho t., blOo'" d.lln,o.nt will rofl,,1 .n lntor..1 o.l.ol.tlon 10 f1ft.." (1Sl dIY'
...ond Ih. d... of Ih. ........nt, 11 '....nl I. ,.d. .ftor tho Inl.,..1 o..,ol.tlon d.l. .hown on Ih.
HpUCI, additional interut .lUlt be calculat.d,
. ,.'", .., 't-.....'I....' ._"..
-'....
..~.. .~
c' 1]~
- ':'l
("J .f!!
r,:., u
",;;.; r~ ' , .
'!"::': d
l""I ,,' )
, .,
..,. J
""'
tJ 1;1 ff:I 1
'II ,\i
() u ..q
~ UJ ~ '~~
a:C1; 00
~,' II
'1 f~
PAVItENT I
Detach thl top portion of thh NoUel and sublit with vour PIYMnt IIde Plvebl1 to tht n... 1M Idd,,"
printed on the rlVlr.. .Ide,
If RESIDENT DECEDENT ..... ch... Dr .on" ordor p..obl. to, REOISTER OF WILLS, AGENT.
If Nllft-RESIDENT DECEDENT .... ch.c. Dr 'OM' ordor po.obl. to, COHHONWEALTH OF PENNSYLVANIA.
AU ply..ntt reoelved shaU ba appll.d first to eny Jnter..t which nv be due with any re.,lndtr applied to thl tl)C.
REFUND (CA)I A refund of I tl)c crldlt, which wa. not requI.ted on the TIM Return, ..v be rlque.ted bv coaplatlng en
"Appllcltlon for Refund of P.nnsVlvanla Inh.rltancl and E.t.te TIM" (REV-l'l'), Application. .re avallabl, It
tht OffiCI of thl Rlgl.tlr of Will., any of the 23 Rlvlnul DI.trlct OffiCII cr fro. thl Dlpar~-.nt'. Z~-hour
anewlrlng ..rvltl nutb.r. for for.. ordlrlngl In p.nnlylvant. 1.800436242050, out.ld. Plnn.ylvanll
and within 10cll Hlrrltburg IIru (717) 787-8094, TOO' (717) 77Z-2252 (Hurlng Ittpllr.d only).
REP~V Tal Ou..tlon. r'Glrdlng .rror. contaln.d on thlt notlo. .hould be .ddr....d tal PA O.part..nt of R.vanua, lur.1U
of Individual TIM", ATTNI POlt A.......nt Revl.~ Unit, O,pt, 280601, Hlrrltburg, PA 17128-0601, phone
C7l1) 181-6505.
DISCllUItT.
If any t'M due I. paid within three (3) calendar .onth. alt,r the d.eld.nt'. d.eth, . flv. p.reant (SX) dl.count
of thl tax paid I. allow.d,
INTEREST I
Int.ra.t Ie charged b.glnnlng with flr.t dlY of d.llnqu.noy, or nine (9) .onth. and one (1) dlY ftot the det. of
death, to the dlt. of pIYI.nt. riM" which b.eal. d.llnquant b.for. Janusry 1, 198Z biar Int.r..t It thl rite of
.Ix (6X) p.re.nt p.r annUl QIlculat.d at . dillY rat. of .000164. All taM.e which blo." delinquent On end efter
January 1, 1982 will belr Int.re.t at a rat. which will vlry frot cellndar v.ar to calendlr v..r with that r.te
announc.d by the PA O'Plrt.ent of Revenu.. Th. IPplJcabl. lnt.r..t rlt.. for 1902 through 1995 ar'l
V..r Int.rllt R.'e Olllv Int.r..t Factor Vllr Int.r..t Rlt. Dally Int.r..t Flator
1982 20X ,OOm8 1981 9X .0002\1
1981 16X ,000438 1988-1991 m ,000301
198\ llX ,000301 19t2 9X ,0002\1
1981 I3X ,000356 1993-199\ 7X ,000192
1986 lOX .00027\ 1995 9X ,000211
-.Int.r..t I, <<Ialcul.tad .. followl1
INTEREST . BALANCE OF TAK UNPAID K NUHBER OF DAYS DELINqUENT K DAILY INTEREST FACTOR
.-anv Notto, I..~ Iftar thl tax bloa... dellnquant will r.flect an Int.r..t calculltlon to flft"" (1S) dlV'
blYond the dati of the ........nt. 11 Ply.ent It .Id. .ftar thl Inhr..t COllPUtatlon data thown on the
Motlc., MklI\lontl Int.r..t MI.t be elhulatad.
,I
I
\
i
"
i
,
"
,., ~Q jJ~
i / (t> ~
,.. ,.,
!' " T :~i' f,!I
'.1" l,J
!,i: oj ;a ...,..""
,I' p' j},' I)
, Frm
.' , i'" ;:l t;I.
C" ~
' ' .;',1 ('1
b' -. :tl
i9 :t! B
; I) , L~~ UJ
(, C':l
~~ CI> 0
(.j "1
0\
,
"
'I
PURPOSE Of
NOTICE.
I
,I
PAVI1ENT.
To .fulflll tn. raqulr...nh of SlaUon 2145 (bJ 0' th. Inn.rlt.ne. Ind Eltlt. TalC Act, Aot 22 of i.991. (72 P,S,
"ollon mIl;
,,'
Oft.oh th. top portion of thb Notie. and ,ubtlt with your Ply.."t to th, Rloht.r 0' NUll printed on thl
nv.rse .Id..
.. 'K'kl oh..k 0' .onl, ordl' .1,"b1" to. REOISTER OF HILLS, ADENT.
All pay.,nt. r.c.lvla thall b, Ippll.d ,Jr.t to any Inter..t which lav b, du. with tny rt..Jnd.r .ppllld to tht ttlC,
REFUND eCRJI A re'und of a t'l( or.dlt .ay b, r.qulltld bv co.pl.Ung an "Applloatlon 'or R.fund 0' Ptnn.ylvlnh
lnherltancl In" E.t,to Tilt" (REY'U13J, ^pplJolltlonl Ir. aveUabl. It th. OfficI of th, Rlgllter of Willi,
.nyof thl 23 Rlv.nut Olltrlct OfUetl or fro. the D.part..nt'. Z"'hour .n""lrlng urvice nUllblr. for for.. ordlrlngl
In P,nnlyIY.nl, 1-800-362'Z050, outslde Penn,vl""nla Ilnd within loelllllrrhburgar,. (717) 787-8094,
TOOl (717) 71Z'ZZSZ (Hllrlng l,pllr.d OnlY),
O'JECTlOKSI
AOKIN.
ISlRATlYE
CORRECTlOltS.
INTEREST.
Any p.r,ty In Jht'rtlt not sathflld with the allI....nt of tlIC .. _hown on this ncUc. lay objlct within
.btv (601 diva of r'ctlpt of this Nothl1 bYI
"writtln protut to the PA nlPlrt..nt of A.vlnu., loard of ApPIII., Dip\' ZIHOZ1, Harrhbul'g, PA 17121-1021,. OR
"ellct1ng to have thl ..tt.r d.t.r.ln.d It audit of the Ptrlon~1 rtPre'tntatl"'I, OR
-'app..l to the Orphan.' Court
Flotull trror. dlscavlrld on this .........nt .hould b. addr....d In writing to: PA O'Plrt..nt of Ravlnut, ,
Iljrllu of Indlvlttu.1 TIIIII, AnN I Po.t A"'''''lnt A.vllw Unit, Dlpt, Zl0601, Itarrlsburg, PA 17121-0601,
Phone (7111717-6505, S.. pagl 3 of the bookllt "Inlltructlon. for Inh.rltancl TalC R.turn for II Ruldtnt
D.eldlnt" (REV-IS01) for In Ixplanatlon of .dllnt.trltlvlIY corr.ct.bl. .rror..
Addltlon.l Plnn.vlv.nt, E.tat. T'II .......d a. a r"ult cf . chang. on the rldlral E.tlta Till olo.lng
litter bloo... dellnqulnt at the IIIplratlon of on. (11 .onth fro. thl data thl final notlol of the Inor....
In rldlrll Estate Till It r'cllvl~,
TIIII. whloh bla... d.llnqu.nt b.fore Jlnulry I, 191Z bllr Intert.t It the rat. af .IIC (6%) plrclnt plr ennuI
olloulltid It I dilly rete of .000164. All tllC.. whloh b,ollo dtltnqu.nt on or IHlr January I, 1912 will bllr
Intlrl.t It . rat. whJch will vary fro. c.l~ndar y.ar to oal.nder yllr with that r.t. announc.d bv thl PA
DIP.rt.lnt of R.vlnu.. Th. appUc.bl. Int.,..t rat.. for 19112 through 1996 ar'l
IW In I.,.... lI.h Oallv tntara.t Faetftr lair '"hr." lI_t. nallv tnt.r..t Fal!lln,.
I 1912 m ,DOOm 1987 9X .ODOZft7
I 1m 16X .0004311 1988-1991 IlX ,000501
191\ IlX .ooom 1992 9X ,000247
.1915 llX ,000356 1993-1994 IX ,000192
1916 lOX ,ooom 1995-1996 9X ,000247
"-Interllt I. calculatld .. follnw'l
INTEREST . BALANCE DF TAX UNPAID X NUHBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
'-Any NotlOt I..ued aftlr thl t.~ bleo... dlllnqulnt will r.flect an Inttr..t ulloulatlon to flft.,n (11) d.~.
blyond thl dati of thl 111.....nt, If pay..nt I. 'Ide Ift.r the Int.r..t cOlputatlon dati .hown on the
Notlc" Icklltlonal Intlrllt IIU.t be aa1culthd.
ES1'A1'E OF ANN HAYS JACOBS, DECEASED
CUMBERLAND COUNTY FILE NO. 21-94-388
IrnLEASE
KNOW ALL MEN BY THESE PRESENTS that I, ANN BLAINE HOLLAND, one of
the legatees under the Last WlIl and Testament of ANN HAYS JACOBS, late of the Borough
of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have
this day had and received of and from ROBERT LEE JACOBS, Executor under the Last Will
and Testament of the said ANN HAYS JACOBS, the sum of Five Thousand and 00/100 Dollars
($S,OOO.OO), In full satisfaction and paymcnt of my legacy under Item Two, A(2) of said Last
WlIl and Testament.
AND, THEREFORE, I, the said ANN BLAINE HOLLAND, do by these presents
remise, release, quit-claim, and forever discharge the said ROBERT LEE JACOBS, Executor
aforesaid, his heirs, exccutors and administrators, of and from the aforesaid legacy, and of and
from all actions, suits, payments, accounts, r~ckonlngs, claims nnd demands whatever, from the
beginning of the world to the day of the date of these presents,
AND I hereby consent and agree that the Orphans' Court of Cumberland County may
dls.:harge the said ROBERT LEE JACOBS upon application, without further notice to me,
. '!/
IN WITNESS WHEREOF, I have hereunto set my hand and seal this (I /'v day of
~ (. A. ,1994,
. /,1, 10"
Itness:
If /:/, . t: )"L(' . I
IJ..'(\ ) {;t.( he II I i' .l/1/f<.../,'l
Ann Blaine Holland
/A~;f IJ1/I~'b-"
, (,
STATE OF )0"1,1 ,.\\.. '-...<->>\),.:"\""'_
)
: 5S.
)
COUNTY OF I ",-C) e:"l 't.'.,
'-I.. ' \
On this, the '\ \ day of ~.~\ , 1994, before me, a Notary Public,
personally appeared Ann Blaine Holland, known to me to be the person whose name is
subscribed to the within instnllnent and acknowledged that she executed the same for the
plllposes therein contained,
IN WITNESS WHERE~F" I,~~~c hercu~~et my hand and of~cial seal"~
. "i, J11/ii;' ", \', (I( ,
" ::J'" J, '- Jc..,. 0 ~ ~L."'''-''~ v "J
J~ (' .,' J.t' -1/~;,', Notary Public
. n\ ~"~'(\''^'''_~'lll'''' V
',. "Ij";u" ':;\'''\'1 \-:' ';"\ ;;i .\f7\-,
\ ~' ,Cl() 8\.. II:'
. " '.'
.. I", " ,'"
'.,'\~f"'" '~.;
"1,' C'nuu\,l, ,.."
I" ,1 "~I
1111."....-
RELEASE
'KNOW ALL MEN BY THESE PRESENTS that It ELlZABETII J. JAMIESON, one
of the legatees nnder the Last Will and Testament of ANN 1IA YS JACOBS, late of the Borough
of' Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have
this day had and received of and from ROBERT LEE JACOBS, Executor under the Last Will
and Testament of the said ANN 1IA YS JACOBS, the sum ofTen Thousand and 00/100 Dollars
($10,000.00), in full satisfaction and payment of my legacy under Item Two, A(I) of said Last
Will and Testament.
AND, THEREFORE, I, the said ELlZABETII J. JAMIESON, do by these presents
remise, release, quit-claim, and forever discharge the said ROBERT LEE JACOBS, Executor
aforesaid, his heirs, executors and administrators. of and from the aforesaid legacy, and of and
from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the
beginning of the world to the day of the date of these presents,
AND I hereby consent and agree that the Orphans t Court of Cumberland County may
discharge the said ROBERT LEE JACOBS upon application, without fnrther notice to me.
IN WITNESS WHEREOF, I have hereunto set my haml and seal this
'\v(~\ ,1994,
Witness:
,{l.,
'I day of
, (''-', \
---.:;) ... t '<;)'r~
C,t~,~ t<, '
)
...t.-, \...--
STATEOF }JvlJ'r;-rl<
)
: SS.
)
COUNTY OF k '" ,,) \
,:\11 r
On this. the day of '''(, '\ ' 1994, before me, a Notary Public,
personally appeared Elizabeth J. Jamieson,known to me to be the person whose name is
subscribed to the within Instmment and acknowledged that she executed the same for the
purposes therein contained,
IN WITNESS WHEREOF, I have hereunto selmy hand and official seal.
, ..)
~~t~~'P~lbIIC(: c '. (;~l.lr-
WAYNE IIlA I.If'PMAN
Notary Public, Slnlo 01 Now YOfk
No, ?4,4994371
QualillcH III Klllp,s Counly fll.,
C011111115$1011 [0111'05 April 6, 19~
I.'
~
KNOW ALL MEN BY TIlESE PRESENTS Ihat I, ANN J, HOLLAND COMPTON,
one of the legalees under the Last WlII and Testament of ANN HAYS JACOBS, late of the
Borough of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that
I have Ihis day had and received of and from ROBERT LEE JACOBS, Executor under the Last
WlII and Testament of the said ANN HAYS JACOBS, the stun of Ten Thousand and 00/100
Dollars ($IO,(J()(),OO), in full satisfaction and payment of my legacy under Item Two, A(I) of
said Last Will and Testament.
AND, THEREFORE, I, the said ANN J. HOLLAND COMPTON, do by these pre3ents
remise, release, quit-claim, and forever discharge the said ROBERT LEE JACOBS, Exccutor
aforesaid, his heirs, cxecutors and administrators. of and from the aforesaid legacy, and of and
from all actions, suits, paymcnts, accounts, reckonings, claims and demands whatever, from the
beginning of the world to the day of the date of these presents.
AND I hereby consent and agree that the Orphans' Court of Cumberland County may
discharge the said ROBERT LEE JACOBS upon application, without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my haud and seal this day of
, 1994.
Witness:
, ~. 0, )-I-r/1/ J' J C'h'~-"-
Ann J. Hrillland Compton {.
Lb~'n}d (~t~QJ
STATE OF NO(\.~ c.""'\C'\'''''~
COUNTY OF \'l'\ l')<':' Il e...
)
: SS.
)
-r\-- ~
On this, the'~ day of \.,J.\ , 1994, before me, a Notary Public,
personally appeared Ann J. Holland Compton, known to me to be the person whose name is
subscribed to the within instrument and acknowledged that she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF,. I have here~~e;:I~y~~~~.d~~,O:fiC~~~i~~_o~D
~ (C)'~"",V..r,".. ,'i",II' JII/,'<, :)", Notary Public
'l \o-Q'"~~: ~\l)I'\,~ .,/ 'I~,,'"
~l'
, ,,101 ,1.1:7" ~
! r-,:;
" i.... .. . :
:, ':" r,' IJ [) \... Ie, ff
'.~ ".,,, c:",l ,.'
, 'l'l .1'
, ,~ ,.' ..
, " C"tlll'I'~ I ....
, "
""II
",
-
RELEASB
KNOW ALL MBN BY TIlESB PRESENTS that I, WBNDELL JOHN JAMIESON, one
of the legatees under the Last WllI and Testament of ANN HAYS JACOBS, late of the Borough
of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have
this day had and received of and from ROBERT LBE JACOBS, Executor under the Last WllI
and Testament of the said ANN HAYS JACOBS, the sum of Five Thousand and 00/100 Dollars
(SS,OOO.OO), in full satisfaction and payment of my legacy under Item Two, A(2) of said Last
Will and Testament.
AND, THEREFORE, I, the said WENDELL JOHN JAMIESON, do by these presents
remise, release, quit-claim, and forever discharge the said ROBERT LEE JACOBS, Executor
aforesaid, his heirs, executors and administrators, of and from the aforesaid legacy, and of and
from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the
beginning of the world to the day of the date of these presents,
AND I hereby consent and agree that the Orphans' Court of Cumberland County may
discharge the said ROBERT LEB JACOBS upon application, without further notice to me.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this S't.:: day of
~c/7 ,1994,
Witness:
STATE OF /JVlV '1.,i )
: SS.
('mINTY OF k1 ( )
On this, the I//'I day of r. 0 , 1994, before me, a Notary Public,
personally appeared Wendell John Jamieson, known to me to be the person whose name is
subscribed to the within instmment and acknowledged that he executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
. _AI...... (A" #
M6IM'9 Pobllo, Slela of New Vorl< /..00,,"~ ~---....
No, 24..\,.08976 . '
OluI\1IlAd In KlnOA C~lJf,V f) Nota~Ptlbl
~.ommleeloo ExolrA9 I IN' 19_
ESTATE OF ANN IIA YS JACOBS, DECEASED
CUMBERLAND COUNTY FILE NO, 21.94.388
RELEASE
KNOW ALL MEN BY THESE I'RESENTS tlmt I. ROBERT LEE JACOBS. residuary
beneficiary under the Last Will nnd Testnment of Ann Hnys Jncobs, IlItc of Carlisle, Cumberland
County. Pennsylvllnlll, dccellsed, do hereby IIcknmvledge thllt I hllve received of and from ROBERT
LEE JACOBS, Executor under the Lllst Will IInd Testament of the sllid Ann HIlYs Jacobs, the
distribution ns indicnted on the nuached Statement or Accounllls or February 20. 1996 f(l1' a total
distribution of Four Hundred Seven Thousllnd Threc Hundred Eighty.four IInd 79/100 Dollars
($407,384,79), in full satisfaction IInd paymcnt under the said Last Willal1ll Testamcnt.
AND, THEREFORE, I, thc said Robcrt Lee Jllcobs. do by thcsc prcsents rcmise, release, quit-
claim, nnd forevcr discharge the said Robcrt Lcc Jllcobs, Exccutor IIfll1'CSllid, his heirs. executol'S IInd
administrators, of and thllllthc IIfllresllid rcsidullry legllcy, and of and from all actions, suits. payments,
accounts, reckonings, claims and dcmands whatevcr, from the beginning of the world to the day of the
date of these presents,
AND, THEREFORE, I. the said Robert Lee Jacobs. IIgree to refund to Robert Lee Jacobs,
Executor IIforesaid, any portion of the distribution to which I 11111 not properly entitled, and to the extent
of said distribution. to indemnilY sllid Executor for Clllil11s mlldc against him as Executor, IInd to
reimburse to said Exccutor nil expenses and costs incurred in conncction with any such claims,
AND I hereby conscntand agree thnt thc Orphllns' Court of Cumberland County may discharge
the said Robert L.ee Jacobs, Executor, upon application, without further notice to me,
)- {' IN WITNESS WHEREOF, I havc hereunto set illY hand nnd seal this ,;(5o.fA day of
r'(,q.tU(fi, 1996, '
I '
I
~LC., ~j k.u
Robert Lee Jacobs
Witness:
.....J ;,.7. /
, /J;;/Z/i' ;;j;;d"t/
~/ I'
COMMONWEALTH OF PENNSYLVANIA)
: SS,
COUNTY OF CUMBERLAND )
On this, the ,::r,.Haay of Fd't'ltfil'(. 1996, before me, a Notary Publle, personally appeared
Robert Lee Jacobs, known to mc to be the person whose name is subseribed to the within instrument and
acknowledged that he executed same for the purposes therein contained,
I
. c. ,-,-,v-6~;.
IN WITNESS WHEREOF. I hnve hereunto set my hand IInd officllll seal.
((lOt '(., ,...-'-~. /)7 L {.J.J!' W,.-
Notllry Public U
Notnrl"1 Soal
Corrlno L. MVIlIR, Notary Publlo
Cnlllnln BOlO, Cumbolldnd C9unlV
MV Comml~slon E'plrns Mav 2/, 1999
PAGE 2
SCHEDULE B
STOCK.S AND BONDS
11.,,1103 ex. 11,161 .'
~,
,
..
, COMMONWIAUH O' IINNlnvANIA
,NHU"ANCI lAx lerulN
UlIOINf OICloeNT
iSTATIOP
PILI NUMIIR
JACOBS, Ann Hays
(All p.....rfy jolnTly.own,. with RI,hl of Su",lvolthlp mull b. .11.10... on Sch,.ul. P.I
ITEM
NUMBER '
22.
DESCRIPTION
1.
13.
I
I
300 shares, ROYAL mrrCH PETE NY RG 5 GLDR @ 108.3435
,
I Accrued dividend
.1
12700 shares, FROG SWITCH & MFG. CO. @ 150.00
I Accrued dividend
I
,5000 units, PA ST G.O. 5.25 Sr. T Bonds @ 100.25
I Accrued interest
I
,
115000 units, PA ST G.O. 5.25 Bonds @ 100.25
, Accrued interest
I
I
25000 units PA ST G.O, 6.50 Ser. A BE @ 104.00
,
Accrued Interest
14.
15.
16.
17.
18.
5??oo urnts PA Comm. A BE 6.60 @ 106.50
: Accrued interest
,
19.
'5??oo units PA ST G.O. A BE 6.50 @ 106.625
Accrued interest
20.
:1??oo units PA G.O. 6.50 @ 104,00
, Accrued interest
21.
25000 units PA ST G.O. A BE 6.50 @ 103.50
Accrued interest
50000 face. U, S. Treasury Note 8.00@ 105.984
Accrued interest
TOTAL 1"110 on'" on Iln. 2, Rocoollulolionl
:/1 mort tDOC' II neeaea, Inlert l'loo,t,onCJf sheell of lam. till,'
21-94-388
VALUE AT DATE
OF DEATH
32,503.05
472.77
405,000.00
9,529.41
5,012.50
10.79
15,037.50
32.36
26.000.00
4.45
53.250.00
9.04
53.312.50
934.93 \
10,400.00
1.78
25,875.00
739.04
52,992.00
657.53
I
,I
! S
913,869.03
11"10.11.""
ESTATE OF
~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
CQMMONWU"'" Of 'fft4HUIYANIA
INHIII1ANCIIAI rnUIN
IIIIDIN! 'IeIDINI
JACOBS. Ann Hays
'All O'Hltl" 10'"11"0""'0 .f.II ,". jllq"" 0' SII,mClII"'D lilli" tlt OIWUt:a 01'1 ~(h'(h~I' II
ITEM
NUMBER I
,
...
,
J.
4.
5.
5.
..,
s.
9,
10.
II.
DESCRIPTION
American Express Tmveiers ChecKs
Checking Account #0049079360. Dauohin Deposit Bank
Money Market Account 110094231044. Dauuhin Deposit Bank
Accrued inleresl
Savings ACcount 118337915109, MendillO BanK
Accrucc lnle!'l'~1
Checking AccounIIt182-502626. Mellon Bank. N.A.
Money Market AccountIf180-070195. Mellon BanK. N.A.
Accruea interesl
Cenulcale of DeposiIIf180.093123C. Mellon Bank. N.A.
Accruec interesl
Dean Willer Tax-Free Income Trusl1lO60465585
Medicare reunbursements
1986 Chrysler Sedan. actual sale once
1977 Chrysler Sedan. actual sale pnce
i
I
I
I PI.a.. P,lnl Dr T YP'
,-
FILE NUMBER
2~-94-388
-
VALUE AT
DATI 0' DEATH
310.00
904.36
35.223.57 .
50.95
i 1.574.86'
, 3.45'
25.798.02
54.878.01'
39.71'
2,000.00 "
3.40"
27,956.04
82.05
2.900.00
700.00
, r:' '" ~ "'. I'"