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LAST WILL AND TESTAMENT
OF
IRENE UNFRIED
I, IRENE UNFRIED, make this my Last Will and Testament, and
I revoke any previous Will.
FIRST: I direct my Executor to pay all my last illness and
funeral expenses as soon as convenient.
SECOND: I give all of my jewelry and items of personal
adornment to my sister, JOSEPHINE BAUER, or her issue.
THIRD: I give the rest of my household goods and personal
effecte, including my coin collection, to my friend, BERTRAM C.
HILL, JR., but if he is not living thirty (30) days after the
date of my death, then to my surviving brothers and sister, per
stirpes, in as equal shares as is practicable.
FOURTH: All the rest, residue and remainder of my estate,
of whatsoever nature and wheresoever situate, I give, devise and
bequeath IN TRUST to the THE COMMONWEALTH NATIONAL BANK, Trustee
under the Trust Agreement with me as Settlor dated October 4,
1988.
FIFTH: I direct my Exocutor to pay all inheritance,
estate, succession and legacy taxes of whatsoever nature and
kind, to which my estate or the transfer of any property passing
hereunder, or. otherwise passing by reason of my death, may be
subject, from the residue of my estate.
1
SIXTH: My Executor is hereby authorized and empowered, in
addition to such powers granted executors by law, all
exercisable without court order: (a) to sell securities or
other property, real or personal or both; (b) to borrow money
from such persons as it may desire, including the power to
borrow from itself as an individual or as a fiduciary under any
Trust Agreeent for any purpose necessary or desirable in
connection with the payment of taxes or other matters incidental
to the settlement or administration of my Estate, or for
investment purposes, on either a secured or unsecured basis, at
such rate of interest as may be necessary and to sign notes and
to pledge the assets of my Estate as security therefor; (c) to
make non-prorata distributions in kind or partly in kind or
partly in oash; (d) to retain all or any part of my property,
real or personal, constituting my Estate for such time as my
Executor deems best or to invest or reinvest the same without
being restricted to "legal" investments; (e) to compromise
claims against or in favor of the Estate, with or without Court
approval on such terms and conditions as Executor deems
appropriate, in my Executor's sole discretion; (f) to claim, in
my Executor's discretion expenses of administration of my Estate
as deductions for federal income tax purposes, when this will
result in an overall reduction of income and death taxes for my
Estate (no adjustments between income and principal or in the
amount of the rtistributions to the trusts created by separate
instrument shall be required as a result of such action); (g)
2
.,
to maintain reasonable reserves for depreciation, depletion,
amortization and obsolescence.
SEVENTH: I nominata, constitute and appoint THE
COMMONWEALTH NATIONAL BANK as Exocutor under this my Last Will
and Testament. No bond shall be required in this or any other
jurisdiction of my Executor.
EIGHTH: I hereby nominate, constitute and appoint JOHN
VALENTINO, of Malvern, PA, as Guardian of the estate of any
minor or other beneficiary physically or mentally unable to
manage his or her affairs and to serve without bond in this or
any other jurisdiction.
If any beneficiary of my estate is under the age of eighteen
(18) years at the time at whioh distribution of any property
devised and bequeathed by this Will would otherwise be made to
such beneficiary, my Executor shall distribute all such property
to the guardian of the estate of such beneficiary.
The guardian shall hold, m~nage, invest and reinvest any
property received by the guardian (whether under this Will or
otherwise), shall collect the income thereof., and shall apply so
much of the net income and, if the net income is insufficient,
so much of the principal of the property held for such
beneficiary as the guardian shall deem necessary or advisable
for such beneficiary's health, maintenance, support and complete
education.
The guardian shall accumulate any surplus net income
annually and add the same to the principal of the property held
3
for suoh beneficiary.
When such beneficiary attains the age of eighteen (18)
years, or becomes able to manage his or her affairs, the
guardian shall distribute to such beneficiary all property held
by the guardian for such beneficiary.
If such beneficiary dies before attaining the age of
eighteen (18) years, or becoming able to manage his or her
affairs, the guardian shall distribute to the personal
representative of such beneficiary's estate all property held by
the guardian for such beneficiary.
NINTH: The compensation payable to my Executor shall be
the compensation due, in accordance with the fee schedule of my
Executor at the time such services are rendered, or if my
Executor is an individual, such compensation shall be reasonable
compensation.
TENTH: The words "child, children, or issue or
descendants", as used in this Will, shall include adopted
children and adopted grandchildren, and children or
grandchildren born or adopted after the date of this Will,
unless expressly stated to the contrary.
ELEVENTH: I hereby authorize my Executor in addition to
all powers granted by law, to make such election in conneotion
with settlements under employee benefit plans in which I have an
interest as my Executor deems most advantageous under all the
circumstances.
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9 $ 4,309.65
10 172.97
II S 4,136.68
S 53,059.35
Summary of Account
PrinciDal
Reoeipts
Net Loss on Sales per
conversion Sohedule
PaCles
4
6. 7
Less Disbursements:
Funeral Expenses
Debts of Deoedent
Federal and state Taxes
Administration Expenses
Fees
4
4'; 5
5
5. 6
,6
$ 3,518.00
38,682.93
32,503.89
864.52
14.490~
Balance Before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
8
Income
Receipts
Less Disbursements
Income Balance on Hand
combined Balanoe on Hand
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$154,488.35
812.14
.$153,676.21
90.059.34
$63,616.87
14,694.20
$ 48,922.67
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~f Net Balanoes
,EVnciDal
4,996 units Freedom Income Trust Multi-state
Series PA 25
12 units John Hancock Properties LTD Partnership
15 units Partioipating Inoome Property II LP
Receivable from Bertram C. Hill, Jr. on sale
of 186 shs. Fidelity Seleot Home Finance Fd.
Principal Cash
Total Prinoipal For Distribution
Income
Inoome Cash
Total For Distribution
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$ 3,283.37
1.00
12,292.50
5,155.92
28.189.88
$ 48,922.67
S 4.,13hll
S ~3.059.35
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frincipal Recei~
Assets per Inventory filed
Add it 1.2D.l!
$145,796.52
07/01/94 Received 2.4676 shs. Long Island Lighting Co.
as Plan Dividend @ 17.75 43.80
01/12/95 capital Blue Cross medical benefits 4,109.60
01/19/95 Tristan Associates, refund overpayment 4.00
02/03/95 capital Blue Cross medical benefits 3,535.00
Adjustments to InY.!illtorv:
Item 121 198.4178 shs. Long Island Lighting Co.
at 19.875 listed incorrectly as 298.4178 shs.
at $9.86
Total Principal Receipts
Prinoipal Disbursements
Funeral Expenses
06/17/94 Tretz & Bowser Funeral Horne,
funeral bUl
~s of Decedent
Outstanding checks, smith Barney
account
$ 1,830.67
06/17/94
Outstanding checks, Meridian
Bank checking
Blue Cross-Blue Shield, reimbursement
check dated 4/18/94 on claim
165.00
2,552.91
08/15/94 JHU Cardiology, debt
08/15/94 JHU Dept. of Surgery, debt
08/15/94 JHU Pathology, debt
08/15/94 ,JHU Medicine, debt
08/15/94 JHU Radiology, debt
4
180.00
2,630.00
531. 00
225.00
8,028.00
999.43
$154,488.35
$ 3,518.00
.
Conversion Sohedule (Continued)
07/26/94
Sale of .72
oommon
Prooeeds
Inventory
Long Island Lighting,
$ 13.22
Value ~
13.22 '
08/16/94
Sale of 1,114.754
Tax-Exempt Income
Prooeeds
Inventory Value
John Hancock
Fund A
$ 11,572.88
11,363.56
209.32
08/16/94 Sale of 70.678 shs. John Hanoock
sovereign Investors Fd. A
Proceeds $ 1,020.59
Inventory Value 996.21 24.38
09/08/94 Sale of 186 shs. Fidelity Select Home
Finance Fund to Bertram Hill per request
Proceeds (Receivable) $ 5,155.92
Inventory Value 4.449.12 706.80 ,
09/13/94 Sale of 328.036 shs. John Hancock
sovereign U.S. Govt. Income Fund
Proceeds $ 3,154.96
Inventory Value 3.135.47 19.49
09/26/94 Sale of 200 shs. Long Island Lighting,
common
Proceeds $ 3,289.89
Inventory Value 3.987.35 697.46
09/26/94 Sale of 421 shs. smith Barney High Income
opportunity Fund
Proceeds $ 4,504.54
R~invested Dividends 79.88
Inventory Value 4,582.J!1. 158.21
09/27/94 Sale of .25 sh. Voice Control Systems,
oOllU1\on
Proceeds $ .63
Inventory Value 0.00 .63
12/27/94 Sale of 7 shs. Voice Control Systems,
common
prooeeds $ 21.52
Inventory Value 48.95 27.43
Totals $ 979.04 $ 1,791,18
979.04
Net Loss to Summary Page S 812.1~
7
Conversions-No Gain/Loss
08/17/94
Exchanqe cf 29 sha. Scott Instruments
tor 7.25 shs. Voice Control Systems
due to a reverse split
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PrinoiDal Distributions
Bertram C. Hill, Jr., bequest Ofl
Coins
Household qoods
1983 Cadillao
$ 196.20
10,316.00
1,500.00
2,682.00
$ 14.694.20
Josephine Bauer, jewelry
Total Prinoipal Distributions
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Income Receipts
06/21/95 Interest on smith Barney Appreciation Fund B
04/29/94- Interest on smith Barney High Income Fund B
06/21/94
04/24/94- Interest on smith Barney High Inoome
01)/29/94 opportunity Fund
04/29/94- Interest on smith Barney Div. Stra. Income
OS/24/94 Fund B
06/21/94
07/01/94
07/07/94
07/22/94
07/27/94
08/12/94
08/19/94
09/09/94
09/13/94
10/03/94
12/19/94
12/20/94
07/06/94-
04/05/95
Interest on smith Barney Daily Dividend Fund
Dividend on Long Island Lighting, common
Dividend on Freedom Income Trust
Interest on Dean witter Active Assets Money Trust
Interest on Meridian Bank Savings Account
Interest on Meridian Bank Checking Account
Interest on smith Barney Participating
Income PPTY II
Interest on Dean Witter Active Assets
Money Trust
Dividend on John Hancock Tax-Exempt Income
Fund A
Dividend on Long Island LightJng, common
Interest on Smith Barney Participating
Income PPTY LP
Interest on Freedom Income Trust
Interest on OF Temporary Investment Fund
Total Income Receipts
9
$ 54.26
181.76
245.27
187.89
44.34
44.50
122.95
22.95
17.12
19.05
373.23
5.61
56.78
89.00
385.17
123.35
2,337.32
S 4,~O9.65
.Inoome Diebursements
07/12/94- Mellon Bank, exeoutor,fee
03/10/95
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IN RIl: .I!$TA'I'E OF IRJiNE M: iINFI~IHI)
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IN Till! COURT OF COMMON PWAS OF
CUMBERLAND COUNTY, PENNSYI.VANIA
ORPIIANS' cOllin DIVISION
NO. 21 1'llJ4.U4H I
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PIHlI'OSED DIS'J'RIIIUTION
'11i~ followlnll dlslrlhnllll!ls w~r~ mad~ IIr IIrc IHllllllscd 10 h~ lIIadc hy 1~~ Exe~nll1l:
t. l!crllftnl C, HIli, Jr" hCl\ncslllf Clllus. per Will. Paralllnl'h TIIIRD $ 1%.211
2, IWrlralll C. Hili, Jr., hlluschllld lllllllls, pcr Will, Paragraph TIIIRD $ 1U,316,lIU
, 3. l!crlram C, 11111, Jr" II)X3 Cndlll,1c, pcr Will, Pnrngruph TIIIRD $ I,SlIIU)O
4, Jos~pbln~ lIall~r, jewclry. Iwr Will, Pllragraph SECOND $ 2,6H2.lIU
5, ' M~lIl1n Bank, N,A" TrIISlc~ IInllcr Trusl Agrcemcnl
~realed hy Irene M. Unfrlrd dnled OCllllll'r 4, l'lHX,
as nm~ndcd. fllr lIdllllnlslrallllnlunc<'llrdancc with Ihe
lenllS nud <'llndlllllns III' Ihl' Trllsl, Ihc rcshhlC l'lIuslslltlll IIf::
Principal Balallec IIn Ilnud $ 4k,lJ22.67
IIICIII\1C Bnlnncc IIn 1111I111 $ 4.t]h.Clt4
'Per residuary clallse llf Will, Paragraph FCll JllTll' $, S3,US9.3S
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IN RIl: l!STATl! 011 III l!N Ii M. IIN1IRII!I>
IN 'I'1I1i ('(lllln 01' COMMONPI.I!AS 01'
CIIMIIl!RLANI> COIINTY, Pl!NNSYLVANIA
OI~I'IIANS' COllin 1>IVISION
NO. 21 11)').j.1I4x I
CI!R'I'IFICATIi 011 MAll.INll Oil NOTICB 01'
J1ILINO OF ACCOIINT
. Thc IIndcrslltncd hcrehy ccrlllles lhallhc "Nllllec", Illrne aud ~1II~ 'lc~lIached'b~relo
aud made a pall herelll, was mailed hy cerllllcd mall, posla~c prcpald, on ,
t99S,hy Mcllon lIank, N,A.. l\xccnlllr IIl1dcr the tasl Will and Tcslamclllllf Irellc M:Unfrled, Mlollows!
tlcllram (', lilli, Jr.
2XII6 Fairvlcw Road
Camp 1111I, PA 171111
Peler Valcnllnll
S5I CralglllwlI Ruad
Cahlllln, OA 3117111
Frauk Valcnllllll
3221 S,l\, ('1111I1 Drive
. SllIarl, FI. 334'14
Juhn Valcnllllll
5 (lnlls Drive
l.ewes, DB 1~~SH
Juscphlnc lIancr
H~S6 S,I\, Bahama Clrclc
lIuhc Sllllnd. 1'1. .\3455
'I'humas Valcnllnu
. H511l Whllllcld Avenlle
Savnnnah,OA 314U(,
Mellonllank, N ,A.. 'I'rnslcc
2H Penn ~lllRrc
l.anca.~lcr, l'A 17(~13
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STATUS REPORT UNDER RULE 6.12
Name of Decedent I IRRNE M. UNFRIRD
Date of Deathl APRIL 18, 1994
Will No.
Admin. No. 21-94-0481
Pursuant to Rule
Court Rules, I report the
the administration of the
6.12 of the Supreme Court Orphans'
following with respect to completion of
above-captioned estatel
1. State whether administration of the estate is complete
Yes X No__
2. If the anRwer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. I f the answer to No. 1 is Yes, state the following I
a. Did the personal representative file a final
account with the Court 7 Yes X No
b. The separate Orphans' Court No, (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest7 Yes~_ 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. report.
'! ';'/
i(, 1(" " ('{ . '11;1' ..
Da te I 8-9-95 . I ' , (I ". (: I
Signature
1'-.
MELLON BANK, N.A.
Name (Please type or print)
28 PENN SQUARE
LANCASTRR PA 17603
Address
( 717) 295-3213
Tel. No,
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,-
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,
,
",
Cap".citYI
X
Personal Representative
Counsel for personal
representative
n..:
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( MAH I rmf/ AM3 )
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Rio, ijed:.. 4~O, P5 1- 8'
/1-,)..1 -1/.5
JREV01S47 EX AFP (12094*
CDKHDNW€ALTH OF PEHHSVLVANIA
OEPARTHENT Of REYfNUf NOTICE OF INHERITANCE TAM
BUREAU Of INDIVIDUAL TAXES APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
::miS~~~:\A 171/1-0601 OF OEDUCTIONS AND ASSESSHENT OF TAM DATE 08-28-95
ESTATE OF DNFRIE6 IREN FILE NO. 4-0481
DATE OF DEATH 04-18-94 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
) 4 ~ IY-I
C-
ACN
101
-
MEL LON BANK NA
PO BOX 1010
HBG PA 17108
REGISTF.R OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L
A.ount Ro.lttod
l
CUT ALONll THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV: i54j"i)C ""i:ji-n1f:94T"NOYicEuOF-YNHERiTANCi"YA'inipji il;iiiEifiNT~""Ar.rciwAiici-ijri""U"""___m....
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF UNFRIED IRENE M FILE NO. 21 94-0481 ACN 101 DATE 08-28-95
TAM RETURN WAS, (X) ACCEPTEO AS FILED
( I CHANGED
RESERVATION CONCERNINll FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI SUPPLEMENTAL RETURN NO. 01
1. Rod E.toto (Sohodu10 A) (1)_
2. Stook. ond Bond. (Sohodu10 BI (2)
3. C10.01y Hold Stook/P.rtnor.h1p Intor..t (Sohoduh C) (31
4, Hortgogo./Noto. Rooo1vob10 ISohodu10 0) (41
5. Cuh/Bonk Dopo.lh/Hllo, Por.ond Proporty (Sohodu1. E) (5)
6, Jointly O.nod Proporty (Sohodu10 FI (6)
7, Tron.for. (Sohodu10 G) (7)
8, Tot.1 A.o.t.
.00
999.43
,00
,00
7.648,6lJ.
,00
,DO
(8)
8,648,03
APPROVED DEDUCTIONS AND EXEMPTIONSI
9, Funoro1 E.pon.o./Adn, Co.t./HI.o, Expon.oo (Soh.du10 H) (9)
10, DObh/Hortg.go LlobUltlu/Llono (Sohodu10 II (10) 15.815,35
11, Toto1 Doduotlono (11)
12, Not Voluo of To. Roturn (12)
15, Chorltob10/Govorn.onto1 Boquo.t. (Sohodu10 J) (15)
14, Not Vo1uo of E.t.to SubJoot to To. (14)
NOTEI If.n ......~.nt w.. i.,u.d pr.viou.ly, lin8. 14, 15 .nd/or 16. 17 .nd 18 will
r.fl.ct figur.. th.t includ8 the total of ahh r.turn. .......d to d.t..
ASSESSMENT OF TAXI
15. A.ount of Llno 14 .t Spou..1 r.t. I1S1
16, Aoount of Llno 14 t..ob10 .t Llno.1/C10.. A rot. (161
17, A.ount of Uno 14 h.ob10 .t Coll.tor.1/Chu . r.t. (17)
18. Prlnolpol T.. Du.
,DO
lILA1Ei ~~
7,167,32-
,00
217.729.61
,OOM'OO.
2,840,61 M .06.
214,889,00 M .15.
(18)
,00
170,44
32,233,35
32,403,79
TAX CREDnSI
PAYH~NT
DATE
07-12-94
01-12-95
RECEIPT
NUHBER
MMB86292
AA022701
DISCOUNT I')
INTEREST (-I
975.00
.00
AHOUNT PAID
18,525,00
13,978.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
33,478.89
1, 075 .10CR
.00
1,075.10CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS,)
\
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Rf.S!R'lATllIIU E.t.t.. .f doc_to dYlnt on .r bof." OIO_r II, 1982 .. If ",y futUrI Inlor..t ,In lho ..1.1. I, Ir",.forrld
In po....olon or ..,J.....t I. CI... 1 (eol1.tor.1I _flohrl.. of lho doc_I .ftor ~t.. ...I"l1on of ",y ..I.t. for
Ilf. or f.r y..r., IhI c........lth hlreby ...r...ly r...rv.. IhI rlghl 10 appr.I.. and ...... Ir",.f., Inherll.... T.'"
It tM llWful Cl... I (call1\.r,O rat. on W1Y .uch future Int.rllt.
flIMfIOSl!llf
NOTICE I To 1uI1l11 IhI r"""",....I. 01 s.ollen Z1~0 01 Ih. Inherll.... and E.I.I. TIM Aol, Aol Z2 of 1991. 71..5.
Soollon 1140,
i
.AV~HTI 1Iolooh IhI Ie. .orllon .1 Ihl. Holle. and .ub.11 wllh your p...",1 10 Ih. Rotl.l.r of Hili. prlnl.d en lho r.v.r.. .Ido,
-'Hok. ehook or ....y ordor ..yelll. leI REGIITER OF MILLS, AGENT
All ......1. r.o.lvld .hlll Ilr.1 bo appll.d I. on, Inl.r..1 which .., b. duo wllh ",y r...lndo, oppllld t. IhI I...
REfUhO (CRI' A rofund of . I.. orldll. which w.. nel r,-'11d on IhI TIM R.lurn. ... bo "qu..11d by eOl\llI.lInt '" "AptllIe.llen
far R,fund of pennlvlv.nl1 InhlritlnG' end Elta'l TIM" (REY-13IS), Appl1cltlonl Ir. Iv,llablt at the OfficI
of thl R"llter of Will., InY of thl 25 RlvlnUI Dlltrlot Offlc", or by 01111ng thl ,peeltt 24-hoUr
en.werlnt ,.rvlol ~r. for for.. orderlnll In penn,ylvanla 1-800-562-2050, out.lo. penntvlvtnll end
within locll HlrrllbUr. .r.. (711) 7.7-1094, TODt (II?) 172-2t52 (Hllrlng 1IPllrld only),
OIJECTlOlII' Any .orlY In Inlor..1 nel ..1I.flld wllh IhI approloN<<\l, .11.._' er dlo.II...... of _II."., or ....._1
of tlM <lM/ludlnt dllaOU'1t or lntarut) II .hoNn on thl' HoUea IItI.t abjlClt within ,1MtY (60) dlV' of rtollpt of
Ihh Hollct bYI
'i
,
,
--wrltt," protl't to the PA o.partaent of R.venue, loard of App"l', Olpt. Z11021, Hlrrl.burg, PA 11121-1021,
uIleotlon to haVI thl aatter cteterllMd at IUdlt of the 1MI0ount of the ptr'lOnll reprllentlUVI, OR
-"""11 to the Orpn.n.' Court.
OR
1
\
I'
\
ADMIH
IITRATIY!
CORRICTlOHlI Factual .rror. dllcovlr.ct' on thll ........"t .hoUld bel IMk:Ir....d In wriU", tOI PA Depart.."t of R.vlnUl,
lurltu of Indlvldull TIM'" All"1 po.t A.....IIRt RevleM unit, Dept. 210.01, Harrl.burl, PA 11121-0'01
Phone (117) 117-"05. ,.. P'" S of the booklet "Inltruatlonl for Inhtrltcno. T.M R.turn for · RI.ident
Deotdlnt" (REV-1S0l) for an IMplanttlon of tdllnl.tr.tlvllv corracttbll .rror..
If anY tlM duIi II paid Mlthln thrlt (S) call1ftdlr HOth. after tht dIoodlnt" d..th, a five p.rolOt (5:<) dllcount of
IhI I.. plld I. .110VId,
OIICOUHT:
Int.r..t II ah.rttd bltlnnlna with flr.t dlV of dlll~V, or nine ,(') aonth. end one (1) dlv frOl tile dttl of
doIlh. Ie IhI d.l. .f ......1. ,.... which boCOII dollnquenl bofor' Jonu.r, I. I'll bo.r Inl.r..1 .1 lho rill of'
.he ('X) p.ra..,t ptr InnUII oalaul.tld at . dally t.t.. of .000164. All tlMII which ble.. cMllnquent on Iftd ,ftlr
JlnUlrv 1, 198Z will bI.r Int.r..t .t I rat. whloh will Vlry frol a.llnd.r v..r to a.landlr y..r with that rttl
ennouno.d by the PA no,.rt.-nt of Rtv.nutl ThI eppltaabl. Intar..t r.t" for 191Z through 1995 .r'l
,
I
,
IHTEREIl 1
~ Inter..t R.te D.llv tnt.re.t Fletor Vtar tnter..t A.t. D.llY tnt.r..t FlOtor
-
1911 lOX ,000"1 1911 oX .0001\7
1911 16X .000\" 19"-1"1 lIX ,00OSOI
19" lIX ,000101 1991 'X ,0001~7
1911 nx ,000l&6 1995-I," 7X .0001'~
1916 lOX .000174 1995 'X .0001~7
""Inter..' Ie cIlaul.tld al folloWIl
ItmUlIT . BALANCE OF TAX UNPAID X 1MI10 OF OAYI DBI.INQUBNT X DAILY INTOEST FACTOR
--MV MoUel IUUId Ifter the tllC beCHt' dell~t wUI r.UlOt 11'1 Interut o.lculltion to flftllft UI) da'll
blVOnd thl dat. of the ........,t. If PIY.."t 11 ReM .ft.r the lnt.rut oaputeUon date shown on the
Hottel, Iddltl~.l lnt.r.,t lU.t be c.loul.ttd,
, 0
'.Ll ,.:'
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r,', CU
1.1\
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I'" i)t)
PAVME14T'
oetltOh the top porUon n' thll NoUcI and .utMllt with ~our paVlent ada pavable to the nut and eddr...
printed on the rlv.rla .lde.
II RESIDENT Dt!CElM!HT ""'" cho<:k or IIOMV ordor p"..11 to. REGISTER OF WILLS, AGENT,
II HOll-RESIlM!HT lM!CEDENT ,'''" cho<:k or IIOMV ordor ,,,"11 10' COI1llOHWEAL TN OF PENNSVLVANIA,
All P'YMI\tI reclived .hlll be DPPlled flr.t to .-'Iy Inter.at whlr.h .av bIi ~ with any ra..IMtir eppllld to tM tile.
REFlJID (CA)I A rlfWKt of a tlJC cr~lt, which W'I oot rlql.~lItld on thtl TIJC nlturn, NV bl raqu..tld bv cOfIPlIUng en
"AppllcaUon for R.fWld of PIIV'I.vlvanla InhlrJtancl lOCI E.tltl TI)C'" (REY-UUL Appllcatlonl Ir. IVII1lbll at
the OfficI of the Rlllatlr of Wll1a, anv of the 2S R.veoo. Dhtrlct OffiCII or froe th. Daplrt...,t'. Z4-hour
In.~ring .arvlcl ~rl for (or.. orderlngl In Penn.vlvanll l-IOO-36r-ZOSO, outllda penn'Vlvant.
1M within locIl Hlrrhburg ar.. (711) 787-1094, T1J1II (717) nZ-2UZ (....rlng IIIP.lred onb).
REPLV TOI OuaIUonl rlflrdlng Irror. contained on thh notlCI should be addr...1d tal PA Deplrt.."t of RIVInUI, lur...
of Individual TaHII, ATTHI Poat A.....-.nt R.vlew unit, Dept. 210601, Hlrrllburg, PA 17121-0601, pnon.
17171 717-65QS,
DISCOUNTl If any talC due Is paid within thrH (3) calanct.r aonth. after thl dtalctent'. death, . flvl Plrcent (5:0 dheCMMlt
of the talC paid It allowed.
INTEREI'l Intere.t 11 chlrged bltlMlng witt, fir.t day of delinquency, or nine (9) aonth. end OM (1) day froe thl data of
death, to thl data of p.yaent. '11C.a which ~... delinquent b.for' JMYJarv 1, 1912 blar lnter~.t at the rat. of
.1M (6X) ptrcent per annua oalculated .t . dailY r.te of .000164. All taM" which boc... dtlinquant on Ind Iftlr
JlnUlry 1, 19.2 will blar Intereat .t I r.tl which will vlry frOl calendar Ylar to clllndar yeer with that rlt.
announced bv the PA Daplrtaent of AevlnYI, The appliCable Intere.t rate. for 1912 through 1995 are,
Vur Intarut Rite Uallv Intere.t Factor Vllr Intlrut Alte DIUy Interllt FltOtor
1912 20X ,OOOS4S 1917 9X ,000247
1911 IIX ,OO04H 19aa-I991 1U ,000lO!
1904 lIX ,000501 1992 9X ,000247
1915 13X ,oonS6 I99H994 7X ,000192
1916 lOX ,000274 1991 9X ,000241
uIntlrttt la calculated .. followl'
INTEREST . BALANCE OF TAM UNPAID M NUNBER OF DAYS DELINQUENT M DAlLY INTEREST FACTOR
--Anv Notlal I.tued If tar the tllC becOll. delinquent will rlflect In Intlre.t cslculltlon to flfttln (15) dava
bevond thl d.tl of the a........,t. If PIYMl"It It ndI Iftlr the Intarllt coaputatlon dati thown on tM
NotlCI, additional lntarllt ",.t be a.laul.tad.
REV-t~.O.X: ..o\:t1J
DECEDEIfT
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDEHT
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENTOF REVENUE
DEFT,1I0101
HAARI8BURO, PA 1712'~O'Ol
. "","I,{I / rb';
1~-.9-IL-j-1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
00481
NUMBER
i.
FOR DATES OF DEATH AFTER 1:l13tli1
CHECK HERE IF A SPOUSAL
POVERTY CREDIT 18 CLAIMEDO
FlU: NUMBER
21 1994
COUNTY CODE YEAR
DECEDENTS CDMPLETE ADDRESS
2806 Fairview Road
Canp Hill PA 17011
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Unfried Irene H.
SOCIAL SECURITY NUMBER
056-24-5370
1. OrlgIn" Rolllrn
C<>unly cumberland
--n 3. RemtJn<le< Retu'n
(lord.tuo' d..th prlotto 12.13.12)
o &, Fe<le<1I Eltate Tax
Return Required
..Q. 8, Total Number 01 Sale Dopo.1I Boxes
D~, Uml1ed Estale
o ~I, FUMo IntOlest C<>1ll>,om/se
(lor dltes of cklalh 1<<0112-12-82)
ffi 7, Dececklnt Malntllnod a living Trust
(Anach copy 0' Trust)
F OENTlATAXINFoRMATliif B '1llRwreD TOlii Iii!
COMPLETE MAILlNO ADDRESS
181-0336
PO Box 1010
Harris
!!,,!Il
NAME
Mellon Bank, NA Executor
TELEPHONE NUMBER
717-780-3114
1, Rell Eallte (Schedule A) ( 1)
2, Stocka Ind Bonds (Schedule B) ( 2)
3, Cloeely Held Slocl</PlI1l11l1shlp Inte,esl (Schedule C) ( 3)
PA
17108
104,006.64
~, Mortgages and Noles Receivable (Schedule D) ( ~)
e, Cash, Blnk DepoRlts & Miscellaneous POI6Cna! ( 5) 112,631. 38
P,operty (Schedule E)
6. Jointly Ownod P,operty (Schedule F) ( 6) 134,653.58
RECAPIT- 7. T,anslOlI (Schedule 0) (Schedule L) (7) 0.00
ULATION
6. Totll Oro88 Aseets (Iota! Unee 1-7) ( 8)
D. Funor" Expll....., Admlnlsltltlve c<>.ts, ( 9) 18,944.52
Mlacelllneoue Ei<pel\808 (Schedule 11)
10, Debts, Mortgage UlbllltIes, Uens (Schedule I) (10) 107 ,450.15
", Tola! Doductlons (Iola! llno. D 8, 10) (11)
12, Net Value of Esls'e (IIno 6 m/nuD llno 11) (12)
13, Chll11able Ind GovOInmenta! Bequest. (Schedule J) (13)
14. Net V"ue Sub oct to Tax (line 12 m/nusll"e 13)
le. Amount 01 Uno 141axable It 0"-' '"ie
(Incluckl voIues ftom Schedule K 0' Schedule M,)
16. Amount 01 Uno 14 taxable Ille% rate
(Incluckl values ftom Schedule K 0' Schedule M,)
17, Prtnclpal t..~ due (Add tax ftom Uno le and ftom IIno 16,)
18. Credtta Spouulr1ov.rtvCr.dll Prior Payments DIscount
+ 18,525.00+ 975.00-
lD. If Uno 16 18 ,ealOl than llno 17, enter the dlfferonce on line 19, ThleIe lhe OVERPAVMENT.
I Ililk he...", c)U,....... ,",lIln uetund 01 ur evl a' enl.,
20, If line 17 18 g,ealOl than llno 16, enlOl the dlNOIe""" on line 20, ThlaIe lhe TAX DUE.
A, Enler the Interest on the ba!a""" due on Uno 2M.
B, EntOl the 10lal 01 II no 20 Ind 20A on Uno 2OB, Thls/slho BALANCE DUE.
Mlkl Chock Plyallll \0: Raglatar of Willa, Agont
~!i!1111'!:liiH'I!IIIII'!:""!.lllell(jReTD'AN9weli'.w; OUSmON9 ONflAGE 2 Art) TOReCHECK~Al1i I".'." 11',11111111111111111",,1:'1', ':II'? H,I;!I',II'I
Und.r p.n.IlI.. 01 PltJU'\, 1 d.cLa" 'hi' I hlv. ....mln.d lhll r.ll/I", Includtnll,ccolTlpanYlnll.cll,dulu Ind ,llIul'nU, and 1'1 lh, bul of my knowl.dg. and blll.f,lll'trlll, corltcllnd
compl.te. I d,clAr'lhal. I ,..lutAII h.. bun reponed Illlu. m.,lt,l \11.11,1'. D,clal&lIon of pr.p"., 01 her Ihan Ih, pltlon,l "p"unlaUv. I' baud on.U I"'ormatlon 01 which P"P''''
hll.ny IInDwl.dlll.
TAX
COMPUTA-
TION
351,291. 60
126,394.67
224,896.93
(15)
2,840.61<
(1~)
,06 .
224,896.93
170.44
(16)
222,056.32 X ,15 .
33,308.45
(17)
33,478.89
Into,..t
(16)
(19)
19,500.00
(20)
(2M)
(20B)
13,978.89
0.00
13,978.89
SIQNATURE OF PERSON RESPONSIBLE FOA FllINO RETURN AD
DATE
I-~ ;s-
,
DATE
510NATURE OF PREPARER OTHER THAN REPRESENTATIVE AD
, ,
PA 1&001 NTF 120'
CopyrlQht Porm. SoHwa,. Only, 'UU N,lco, Inc, NnpAOOl
AEV-1a03 U.(4-1lI)
.. CO',MwtONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ESTATE Of
FILE NUMBER
Irene M. UIlfried
(All propeny Jolntly-owned with Right 01 SIlrvlvorlhlp mUlt ~ dIlCloHd on Sch4Klu1. F,)
ITEM
NO,
DESCRIPTION
1 3314.34 uta Active Asseta !oklney Trust, NL at $1. 00
2 Interest accrued to date of death on Item #1
3 186.982 uta Fidelity select HOme Finance, NL at $23.92
4 4996 uta Freedan Irxxne Tn1st Multi-state Series PA 25
Semi-annual, NL at $.6572
5 12 uta Jeiln Hancock Properties LTD Partnership, NL at $.08333
6 195.904 uta JOOn Hancock Sovereign Bond Fund, Class A, NL at
$14.50, held l7t Jeiln Hancock fot.\tual Life Insurance Co as
CUstodian for the IRA of Irene UIlfried, payable on death to
st:eplen J. UIlfried, 00r step:jrarrlson
7 70.106 uta JOOn Hancock Sovereign Investors Fund, Class A, NL at
$14.21
8 320.6 uta JOOn Hancock Sovereign us Government Incane Fund,
Class A, \'U. at $9.78
9 1100.054 uta .JOOn Hancock Tax EXeJIllt Incane Fund, Class A, NL at
$10.33
10 298.4178 uta Lorg Island Lightirq Co., COIl1lPn, NYSE at $9.86575
11 15 uta Participatirq Incane Property II IF, NL at $795.67
12 DistriWtion on Item #11
13 29 shs Scott Intrurnenta Corp. New, eamon, NYSE at $1. 688
14 2033.953 uta Smith Barney Shearson Awreciation Fund Class B, NL
at $10.67
15 10,206.07 uta Smith Barney Shearson Daily Dividend Fund, NL at
$1. 00
16 Inoane accrued to date of death on Item #15
17 1338.212 uta Smit.h Barney Shearson Divl.".rslfied stra~ II'lCXlllS
Fund Class B, NL At $7.96
Total fran continuation e s
TOTAL (Also enlo' on IIno 2, Rocs lIulallon)
(If more Spice Is needed, Inser! Iddlllonll shools olslrno size,)
$
PAl5031 NTF ""
CoPvrlght Form. Sollw.." Only, 1""3 N.lcD, Inc. N"3PAD31
21-1994~00481
VALUE AT DATE
OF DEATH
3,314.34
4.86
4,472.61
3,283.37
1.00
2,840.61
996.21
3,135.47
11,363.56
2,944.12
12,292.50
358.58
48.95
21,702.28
10,206.07
7.77
10,652.17
16 382.17
104 006.64
,"~fSec~/;iIYR;,;~-c;)i~~~-'
I
r----~~~~~~~-~~:,-;-.~,;~~ste~~~ 176(~'-
("I") 291.%21 . I.H(J{J,j'I~.6'iHI
ASSOCIATE
MEMBER
I'urveyors of
I !,S. and FOl'l'i~n Coins
(jold and Sill'l'r Bar,s
Bulk Silver 0 'in
Metal IJeteClm.s
Filll'.Ie\\'l'lty
'l111lllHlS F. schell
A-~jO'l
Sold to:
IreneJ.1.ufried, Estatc_
J I 2", 1904
Date: -..:... u )' ~ ,
Recvd by:
Approval:
Payment 0 Cash
o Check
o Ck, # __
Type of
Sale:
o Show
u Store ________
lype of
Buyer
Tax #: _
u Retail
o Wholesale
Qty,
Description
Code
Pries ea.
Amount
***
***
'",\~W;;::~S' :;:, ()o.' /
:k"ti~:LL~:' ..'
S.DO
4.00
1 Great
'T.'-"""l;RI
~:":1''':' ,} ,
,-'1.." ..' :: ,..l~ . l\~."'.,.,}
1
1 1965 Austrio Proof set
"".'..l.."'.'..~1.._..,.1':'I~" .
,I" . ;,.'~f( "J~(,~'r_7..fl~,~r-,. . it~"'jl 'l ,'''~\
".': 1..' ".' '0' ,'!Jf ' '. '.
.~. . . JJ~l;IJJ~.. ~I! . 1'\
1 1921 Morgon Silver Dollor
i . l'i91'2'i:'lfi""''lii:i[r'N.'''t''~'1'l).~'Hi'.'''i'lIi'!\l'~''f.~':).,I"~_. 'r!J"1'l1 "'~';"\":.:';~:!i'~I'~ /'1J.'~'~'i\' ." .
' , . ,', ,~~rIU~'''''~.I' \,;'~W\~,J!'J'j ~~tf\tl~~~~" '~.r~, . ~,\. " .1.1'~. H~f :~.;;'~\. ,I,.!;t'tl.l~ ,'~';~.,\\ '.
.. .' ,\ t~'I... ,',IiI..,:.:,I..." I ,'..;.~." .l,"n..q>il.."'....,.l-lt\4l,,V .. ..,u......:.t , 'ii....l II;~, h", ...... .1 . .It.\...';,~,. 'I.'!',
86
1943 Steel Cents
, ,
3,00 /
4.50
4.00
..
12.00
4.0U
85.00
7.00
1.00
4,30
, ,_/ '^^ ~.\I ;,tel
10101 Quantity
Cotn'l{et
Dealer
#1''',2.~
FGjS "l.lltl.\~IO\j~i
w,.. .
l,kAlII"ii.
, ..'....1<1
Any merctlandtS6 romovod
from 001 Oflglnal nolde<
IS CO/1"ClefOd .old
and non-roturnaOlo
Sub TtI.
ll1le doe. nor pas,\
unlll poid In 11111
IOTA
-..-..-.-.,
lax
..mWlI'
IUHI
lotal
oser
6ij IllS I Molin Slreel, Mounl ~oy, P A 17552
Phone 653J19ijl
Estate of Irene Unfried
Hellon Bank
July 28, 1994
RINGS
1.) One 10 karat yellow gold puzzle ring weighing 14.2 grams.
Value 75.00
2.) One 14 karat yellow gold, s! ze 7 1/2, 3MM wide plain wedding
band weighing 2,80 grams. Value 40.00
3.) One 10 karat yellow gold, size 6 1/2 engraved signet ring
weighing 1,28 grams. Value 25.00
4.) One 14 karat yellow gold nugget dome ring, size 10 weighing
11.16 grams, Value 125.00
5.) One 14 karat yellow gold, 8 HM wide wedding band with weave
design and antique finish weighing 5.05 grams. Valu~ 75.00
6.) One 18 karat white gold filigree onyx and diamond ring with
hinged tOp weighing 5.30 grams. Value 125.00
7.) One 14 karat yellow gold 3.5 HM wide millgrain edge wedding
band, size 10 weighing 4.08 grams. Value 50.00
8.) One 14 karat yellow gold wide dome wedding band with 5 single
cut diamonds weighing 6.13 grams. Value 100.00
9.) One 18 kalat yellow gold, 3 oval opal, 4 single cut diamond
ring weighing 4.42 grams. Value 150.00
10.) One 14 karat yellow gold oval opal and 8 round garnet ring
weighing 6.94 grams. Value 100.00
BRACELET
11.) One 14 karat yellow gold hollow hinged bangle weighing 5.24
grams. Value 50.00
CHAINS
12.) One 14 karat yellow gold 2.2 MM wide herring bone 20" neoklaoe
weighing 7.29 grams. Value 70.00
13.) One 14 Karat yellow gold fine serpentine 30" necklace with a
18 karat yellow gold cartouche pendant weighing 7.16 grams.
Value 80.00
EARRINGS
14.) One pair 14 karat yellow gold hollow rope love knots weighing
2.81 grams.' Value 35.00
15.) One pair 14 karat yellow gold shell earrings weighing .66
grams. Value 12.00
16.) One pair 14 karat yellow gold and fresh water pearl dangle
earrings weighing ,98 grams. Value 10.00
17.) One pair 14 karat yellow gold 4 M ball stud earrings weighing
,42 grams. Value 10.00
MISCELLANEOUS
18.) One mother of pearl cigarette holder with 14 karat yellow
f4f.-'
) \, j,l S (
C,...l'~~I' ~' ~bfaf
','" (lI"';-~:\'
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M
CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS cI ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP Hill, PA 17011
717.737.073<1
CD
Harch 24, 1993
Appraisal for Bertram C. Hill, Jr. and Irene Unfried
2806 Fairview Road, Camp Hill, PA 17011
1. Mahogany f.our section china cabinet, top section
has lead-beaded glass, on four legged stand,
GlObe-Wernicke, USA, ca, 1900-1910, 69"H, 34"W,
12" D. . . " ....... ......,. 4 S0 . 00
2. Pair of Empire period sidechairs, carved crestrail
with floral and basket design, carved center slat,
cabriole legs with carved knees, serpentine seat
with Grosse-point tapestry, USA, ca, 1840, 39 1/2"
H, seat 19"x18", Queen Anne 275,00
3. Maple and stained Pine music box cover, shaped top
With floral inlay and three strip border inlays,
4 square feet., original lock, Switzerland, ca. 1880
23 1/2" x 9 1/2" x 9 112" , , ., ,... 165.00
4. Hahogany gate leg table, oval top, eight vase
turned legs, one drawer, eight turned stretchers,
28 1/2" H, top 33 1/2" x 42" " .,....,..
450.00
.
5. Oak and Hickory Wlndsor armchair, double comb
backrest,9 spindles, carved volute arm knuckles,
turned arm supports, bulbous "H" stretcher,
shaped pine seat. ". , , , , , , .
4 7 5 , 00
6. Yew Wood, bowback, Windsor arm chair, 6 spindles
and shaped center slat, turned legs, Bulbous "H"
stretcher, shaped seat, 37"H, seat 16" . , . , ,
150.00
7, Mahoqany qateleg table, oval top, turned legs and
qate SUpports, ball feet, 48"x 49" open top , . ,
400,00
8. Mahogany china cabinet, 2 glassed doors with lead
mullioned 3"x 4" glass squares, curved skirting,
flat side and center stiles, 8 interior shelves
with center partit~"'n, 58"H, 66"W, 14"0
, ,
825,00
9. Mahogany folding table, turned spider legs and
stretchers, oval top 24"x 34", 28"H , . ,
250,00
10. Cut crystal vase, serrated rim, diamond and
sawtooth pattern in panels, 11 1/2"H, stained
100.00
-
)
'@~
CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS Ii ESTATE APPRAISERS
113 OLD FO~D DRIVE. CAMP HILL, PA 17011
717.737.0734
Hill IIppraisal
Page 2
11. Pressed glass syrup, hobnail pattern, facetted
handle, pewter neck and lid, 6" '" . , . . . ,
-
12. Cranberry color blown glass carafe, with gilt rim
floral etching and engraving, original stopper. ,
13. Shallow crystal bowl, floral and wheat engraved
rim, 11" diameter, and blown glass stemmed wine with
spi'rah yellow cup, dark blue stem and foot, 9" , , .
55,00
70.00
50.00
14. Pair blown glass vases, 7" H, and rectangular 7 1/2"
x 10" tray, all in the Lalique manner. . . . , " 100,00
15. Cut crystal three-footed bowl, star, sunburst, fan
and floral pattern, 4"H, 7 1/2" diameter. , ,
125,00
16, Three cut crystal objects, 5" nappy, oval 4"x 7 3/4"
dish, sugar bowl 4", serrated rims, star and sunwheel
pattern . . . . . . . . . . . . . . . . . . . . " 125.00
17. Pair of lidded pressed glass powder jars, lids with
frosted lion figure and b'ase with frosted lion figure
6 1/2" - cracked lid and chipped . , . . , . 95.00
18. Cut crystal bOWl, sterling silver rim, star a11d fail
pattern, 3 1/2"H, 8" diameter . , , . . . , . , , , 165,00
. 19. Blue glass cake server, center handle, s 11 ve r
overlay on bowl and handle, 10 1/2" diameter , , 100.00
20. Blue and white footed vase, flaring rim, urn shaped,
impressed mark, Wedgewood, 5"H , . . " '" 70.00
21. Incomplete dinner service, porcelain, cream glaze,
lobed and gilded rims, HaViland, Limoges, France,
consisting of 10 dinner plates, 11 fruit plates,
6 bread and butter plates, 1 gravy boat, 1 covered
vegetable dish, 6 butter chips, 6 cups and saucers
22. Eight porcelain cups and saucers, two teacups and
saucers, yellow spike rim decorations gilt handles
and rim, HaViland, Limoges, France . . . . . , , ,
23. Soft paste porcelain oval dish, white glaze with
floral border, 16"x 12", Mfg. by Weatherby & Sons,
Handley, England, ea 1820-1835 , . , , , , . . . .
325.00
140,00
.80,00
CLAUDE C. WOLFE & ASSOCIATES
@)
AUCTlONEERS.. ESTATE MJPIUISERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Hill appraisal
Page 3
qu,.,.v
24. Watercolor, "Waterbirds", signed, Louise Boyle 1965,
contemporary artist, framed and matted, 30")( 38", 500,00
25. Oil on board, "Water Lillies", signed, Ruth Gibson 34,
contemporary artJ.st, gold leaf background, 50"x 38" 675.00
26. Oil on board, "Village Street", signed, Hoon,
contemporary primitive artist, framed, 21')( 72"
950,00
27. Oil on canvas, portrait of a Girl with Flower,
signed, W, Hopple, contemporary artist, gilt-gesso
frame, 30 1/2'x 25 1/2" , , , ,',
375,00
28, Hammered copper tea set, long spout teapot in the.
Oriental manner, covered sugar, creamer, decorateo
brass handle, Russia, ca. 1875-1890 , , , , ,
150,00
- 29. Pewter flagon, long spout with decorated connecting
rod, upright thumbrest and finial, 10"H, Switzerland 195,00
30. Brags pump oil can, ornamented handle, spout and pump
Hfg, mark on bottom USA, ca. 1880-1890 " .,. 50.00
31. Bronze vase, classical form, flaring neck, applied
silver floral band in the Art Nouveau style, 13" 75.00
~
32. Brass dish, raised indented rim, engraved center
design of lion over a crown and "Gibraltar" and
globe, 10" diameter , . , . . . . , , , , ,
60.00
33, Brass sprinkler, half lidded, oval body with two
multiple hoop bands, 17 1/2"H, oval 5 1/2")( 8" , 6.5.00
34. Oriental rug, red background, floral design with
center medallion, Iran, 6'3"x 5'3" , , , , , 600.00
35. Rosewood Travelers lap desk, sterling silver corners
and banding, 1 drawer, ca, 1830-00, 6"x 18"x 9 1/2" 300,00
36. Blue and white Wedgewood powder bowl, #3700 50.00
37. Sterling silver candy dish, 6 1/2" diameter 45.00
38. Sterling silver vegetable dish, 11"
. . , .
100.00
39, Sterling silver nut dish, #300, 7" diameter
45.00
I',
"-( IS
h" (JILl"
C9 I t'~vJe-
CLAUDE C. WOLFE & ASSOCIA YES
A (ICT10NEERS .. ESTAi"E APPlU1SERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
- Hill appraisal
Page 5
,
63. Large copper pitcher with brass handle, 11"H
64. Picture print, "Girl on Swing"
65. Picture print, "Le Serment"
66. Picture print, "Ha, Woman and Harp"
67, Picture print, English Seal (Lion) .
68. Four picture prints, Plums, 2 Grapes, Cherries
69. 3 Pc. andiron set, C3, 1885
. . , . . . I
70. Camel back trunk, ca, 1875, red and black
71. Pedestal plant stand . . . .
72, Walnut pedestal plant stand
",
73. Copper wash boiler (no lid)
74. Misc. antique lace doilies . . . .
25.00
75.00
75.00
65,00
30.00
100.00
120.00
175.00
25,00
40.00
65.00
400.00
75. Antique four poster bed, carved, spring and mattress 200.00
..
76, Sterling silver pierced tomato server
77. Copper coal scuttle
:r: 78. Burl maple credenza
"J 79. Blue sota, 84"
:r. 80. Blue love seat
81. Parsons table
:J. 82. Zenith stereo 27" tv
, .
. .
. , .
. .
, . "
'. I .
. , . , I f
. .
. .
.. .
. .
83. King size bed and 3 matching end tables
84. Blue table lamp
. .
. .
I I , . I I
85. White chair
. .
I . , .
. .
:r
86. 5 Pc. Oriental bedro~m Suite.
'f I I
. .
~ IREtJe ':;
75.00
45,00
1,000.00,*
875 , 00 ~
7 7 5 , 00 -*
200.00
750.00~
1,750.00
85.00
50.00
3,500.00~
'.
@~
CLAUDE C. WOLFE & ASSOCIATES
AUC710N!'ERS cl ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Hill appraisal
Page 6
87. Pair of sterling silver convertible candelabra,
2 arms, 3 sockets, floral rim base, 6"Hx 10"W,
Towle Silversmiths, , , . . . . . .. '"
, .
375.00
88. Sterling silver sugar and creamer, urn shape,
flat handles, International Silver Company , ,
, .
160.00
89. Sterling silver handled 3 pc. roast slicing set,
Frank M. Whiting Co. , , . . , , , . , . , , . ,
200,00
90. Silver on copper tray with gallery, 2 sterling silver
open salts, 2 lidded mustards, 2 footed coasters,
4 misc. spoons, unirlentified Mfr" England. , 375.00
91. Silver on copper footed sauceboat and tray,
gadrooned rims, acant.hus leaf handle, marked.
Marshall Field Superfine, s"H, 7 1/2"L . , , , 140.00
92. Silver on copper sugar bowl, in shape of coal scuttle,
with scoop, engraved decorations,S 1/2"H, 7"W . .. 95.00
-
93. Cast sterling silver salad for.k and spoon, decorated
with figure's of flowers, leaves, and children, Italy,
10 1/2" ,.. . . . . . . t.' ,...... 1 S0 . 00
94.
Steilin~ silver round tray
borders, 10 1/2" diameter,
Silver Co, , , , , . ,
and bowl, pressed rose
Bowl 6", International
..
. . . . . . . . . . . .
195.00
95. Federal style sterling silver tea service, teapot,
hot water pot, sugar and creamer, gadroon rims, ball
feet, black wood handles and knobs, marked. Bristol
Goldsmiths Alliance and hallmarks of an unidentified
London silversmith With date latter 1918 , . '. 3,000.00
96. Silver on Copper tray, gadroon and shell border,
shell decorated open handles, marked. Happin &
Webb's Prince's plate, Sheffield and London,
ca. last half 19th century. . . , . . . , .
300.00
97.2 Sterling silve:: bowls,S", marked. P.S. Co.
95.00
98. Sterling silver cold meat fork, John Alden 1911
pattern, The Weston Co. . . . , . , . . . . .
, ,
150.00
99. Sterling silver serVing spoon, John Alden 1911
pattern, The Weston Co. ........,.,
. " .
140,00
..,~... .~..
."ClJ~
CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS <\ ESTATE APPIUISERS
113 OLD FORD DRIVE. CAMP HILL. PA 17011
717.737.0734
....
Hill appraisal
Page 8
\
120. Wood carved elephant with 1 tusk missing. .
. .
95.00
121. Quasar VCR - old .
. .
. .
225 . 00
122. Zenith portable color tv
. .
. . , . .
300.00
123. 2 Door chest.
. I , t . I .
175.00
124. Flowered chair
125. Small dressing bench
. . . . . .
135.00
126. Folding bed
15,00
, , ,
. . .
45,00
127. Panasonic FP-1520 copier and base/stand
. .
2,000.00
128. 2 Four drawer file cabinets
. . , . .
250.00
129. Sharp FO-220 fax machine , .
. ..
. .
4030.00
"',
.....
130. .Canon .LBP-BA1 las~r printer
, .
2,000,00
131. Silent partne r Bios 2B6 computer, 20 MB hard
drive, 8 Mhz coprocessor . . 1,000.00
132. Amdek col.or monitor , . 350.00
. 133. Sears SR1000 Electronic II typewriter 100.00
134. Desk lamp . . 20.00
135. Globe . , . . . . . . 25.00
136. Old portable radio . . . . . . . . . 5.00
137. Misc. manuals . . . . . . 1,000.00
.,
138. ~ Metal bookcase s . . , , . , , , 200.00
139. 2 drawer file cabinet . . . . . . . . . 65,00
140. Misc. office SUPPlies . . , . , . . . . , 600,00
141. TI calCUlator . . . . . , , . . . . 60.00
142. Rolodex file . . . . . . . . . . . . , . , 25,00
?
@ Hill
Page
CLAUDE C. WOLFE & ASSOCIA YES
~UCTIONEEIlS cl ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP Hill. PA 17011
717.737.0734
appraisal
9
143. Hetal bookcase with slidin9 glass doors
144, Hisc. text books
\
150. Deep well frame
. . . .
151. Original painting by Hr. Hill on Vase
152, Chest of drawers and mirror
153. Clear t~ble lamp , , . . . . . .
154. Bert Hill f i 0 ra 1 painting on large vase
155. Bed linens for 3 bedrooms . . . . . .
156, 41 Framed, enlarged photographs @ $50,00 ea,
~
157. 1 Large framed, enlarged photograph
158, Houston DHP14P plotter
'. 40.00
1,000,00
135,00
75.00
85.00
100.00
150.00
55,00
95.00
125.00
. .
35.00
125.00
, I 450.00
159. HP Laser Jet II printer
, .
160. Everex Step 386/20 Hhz computer with 128K cache,
8 Hegabytes of RAH, 212 Hbyte hard drive, tape
back- up . I . . . t . . . . .
161. Sony Super VGA computer monitor
162. HicroTec Scan Hake r II XE scanner
163. TI calculator . . . . . .
164, 2 Autocad 9 software packages
165. Super Calc 5, 1 software package
2,050,00
100.00
2,000.00
1,500,00
2,400.00
600.00
1,025.00
60,00
2,400.00
350,00
&
"
, D
" os. .'
" ,..JI'
~ '
CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS cI ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Hill appraisal
Page 11
190. Brass noor lamp , .
191.2 Pc. bedroom suite
, ,
, .
192. Misc, manuals and books
193, GBe bookbinder mOdel 450-KH-2
, 0'>( ~ '\ ,.t-l94.
~\I .~IJ
.-,,'" 195.
Mahogany dining room suite (table and 8 chairs)
Tea cart
. . . .
')~ 196. 2 Velour chairD
197. 2 Velour and brass contour chairs
198. 11 Pc. sectional sofa
. . t . . .
t.\J~ 199.
200.
Misc. th,t'ow cushions 18 El $<1,00 ea.
Coffee table, glass on double slat tables
'.
201. Pair of Selig chairs
. ,
"
.-;: 202. 5 Pc. dinette set
203. Brass floor lamp ,
. .
. .
. .
204. Misc. text and reference books
. , , ,
'205. Sofa and love seat
. , . t
, , , , t ','
206. Pair of cork lamps
207, Pair of end tables
, .
. .
, .
208, Adjustable coffee table
. ,
209, Sansui dual tape cassette recorder, D950-WR
210, Sansui Quartz Synthesizer compu-reoeiver, Z-9000X
211, Zenith color tv
. . I . . , . .
212. Telephone answering machine
-
213, 2 Bar stools , , . , , . . .
, ,
1t./ RE. Nt: 's' ,
;,:r. JD IN'
, . 125 , 00
495.00
1, 000 . 00
" 500,00
975,00 J
225,00
550,00 '*'
1,000,00
3,500,00
, , 72 ,00 ::r
500.00
300.00
425 ,00 -if
65.00 \,
1,000.00
850.00 I
I
100,00
140,00
350,00
100,00
175,00
350.00
95,00
30,00
,.
.~
tf1Cj o~~ 'vJ,s"
\V 'O~
'. .
CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS" ESTATE APPIUISERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Hill appraiul
Page 12
214. BSR speakers, pair
215. Sub woofer speaker
. .
t, t . I
, .
I I . t
216. Electrolux sweeper - old
, .
" I .
j:.. 217. Kenmo1'e Ul ight sweeper . . . , ,.
218. Hoover sweeper with power heads
. .
219. Whirlpool Solid State mark series washer
220. Sears lady Kenmore HD dryer - old
, , ,
-
221. Humidifier - old
222. Lau~drt hamper.
.223. Admiral fraezer
, ,'JJ" 224 ~,.W~~i-'e ;,W~'liti~g~ouse
,. .' ,.." \ ....'.\ I
225. 2 Electric heaters
. . .
. I I I .
, ,
refrigerator
. , .
. I . I . I I
, . .
.
226. Misc. contents of laundry room closet
227. FOlding table
I" I . I .
. .
228. Card table . .
. t 'f I ,
229. Bath linens for 4 bathrooms.
, , I I . . , , I
,
230. Propane gas grill
I . . . , . . . . ,
231. Old trunk
. .
f . '. t " . , . I , .
* - I\\ENb IS
J- JO/lVT
, , .
, ,
. . . 0'
. .
150.00
50.00
50.00
75.00 -*
180.00
450.00
150.00
65.00
7.00
200.00
500.00 J
100.00
50.00
50.00
39.00
250.00
200.00
50.00
1,100.00
375.00
60.00
400.00
40.00
7.50
. ,
. ,
, .
. ,
, '.
...-1'/
.,)/ "
f.~~ ''IJi(,
1~ 9tI'
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CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS Ii ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP Hill. PA 17011
717.737.0734
H11l appraisal
Page 13
" 236. 8 Wat.erford crystal goblets , .
.;-
>, 239, 8 W a te r ford crystal wine glasses
':1- 240. 2 Watsrford crystal champagne glasses . .
1,:' 241 , Waterford crystal bowl, 5" . ,
'. <..
~V"- 242, Waterford crystal pitcher, 8"
I Ve 243, 2 Lenox vases, 9"
,
. . . .
. ,
244. Tuck inspection light box
. .
'.
245. Arbol press #2 with dies
, .
" . .
246. Enco horizontal hack saw
. .
247. Acetylene welding outfit
246. Dayton 6" bench grinder
. .
249, Wor~ table with power strip, 30"x 60"
. .
250. HickoCk DH3200 capacitor checker
~
251. Helth IH-3B wave meter
, ,
-
252. Global desk chair with roller~
,
253. Hardware storage bin with 26 sections
254. Alp connector crimp tool .
255. J-H 3440-A connector tool
256. lardware storage bin, 26 sections
25', tntertel telephone desk sets (14 & controller)
258. Drafting table with drafting machine
259. 33 Drawer parts cabinet
260, Rotolite blueprint maker
261 Global drafting stool
I, . , . , .
'-I
1'\ lREtJS ..s
,.,-
J J C> I r-J1"
520.007f
520.00,f
130,00 *
125,00 r
r
160,00
110,00 ::1'
150,00
225.00
300.00
300,00
. '
65.00
175.00
100.00
60.00
63,00
65.00
180,00
160,00
65.00
3,500,00
350,00
320.00
100.00
77.00
-
CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS" ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
@ fJpIJ'Y
:
Hill appraisal
Page 14
262. Global drafting stool
. .
I It,
263, Bretford printer stand
264. Temperature instrument prObe, Hodel 85T-150
I t, I I
265. Taco monochrome computer monitor
266, PhotoHaterials paper cutter
, .
267. Hannesmann 160L computer printer
268. Electric scales, Hodel ECO-2602
I I , I I
.;
269, Tape machine , . . , , , . . .
270, Utility cabinet, 4'x 6'x 18" . . , . . . . .
271. TI calculator . . . . . ,
272. Eprom programmer, Hodel Proprom 7 . . . . .
273. Heath 1H-2 impedance bridge . . , . . .
274. Heath decibel meter , . . . , . . . . . . . .
~75. Power Devices #5015 transistorized power supply
276. Adds computer monitor
. . . .
277. Tektronics #2215 OSCilloscope
, I I .
, . ,
, . ,
278. Heath frequency generator
279. CHC #905 frequency meter
I I I I I I I I
, .
77.00
135.00
. .
636,00
250,00
60.00
500,00
1,650.00
75.00
100.00
60,00
1,200,00
100.00
60.00
, ,
250,00
400,00
1,565,00
80.00
t t I j I, I I 1,000 I 00
280. Data Precision #245 VOH
281. HP #1600A logic analyzer
fit I I
, ,
I I j I
282. Northern Telecom D101A datascope .
t I I I
, .
, .
283. Logical Devices Gangpro 8, gang programmer.
. . .
284. FlUke 8060A multimeter , .
. .
. t . t I ,
285. HP 400A vacuum tube Voltmeter
. . ,
I I I I
'.
400.00
2,400,00
:,995.00
1,800.00
180,00
100,00
,
61. "1 6)
\:;J ~ I'"
: (Yf ~~
Hill apprai8lll
Page 15
\,LAUUt
A IICTIONEERS 01 ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP HILL, P 7011
717.737.0734
l. WOLFE & ASSOCIA YES
-
286. Heath IG-IB trequency generator
t . I ,
250,00
300.00
300.00
80,00
150.00
1,081.00
, . 2,500.00
350.00
,
287. AEA ElectronicsType 82 channel simulator
288. Lambda LXS-A-5-QV regulated power supply
289. Power supply, Hodel sos24E . . , , .
290. Beckman Circuitmate DH-15 multimeter
291. Kroy Hodel /80 lettering machine with wheels
292. Summagraphics HH1212 digitizer
293. HP HBCS4300 barcode reader. .
294. Rixon, Inc. Executive 212 1200 baud modem
100,00
295. HP HBCS2300 barcode reader ,
I . . .
300.00
296. Hicrofazer parallel to serial converter
, 200.00
" '.,. .
. .,.
. ,. , '250.00
297. Hicrotazer parallel to serial converte~
298. Hicrotazer serial to parallel converter
250.00
cI
299. Fasttest F-500 cable tester
. .
150.00
300. Spectrum analyzer . . . . . . 100,00
301. Technics record player . , 100.00
302. Firefinder by Bacharach . , . . 250.0,0
303. Punch bowl and 2 cups . . . . . . . 100.00
304. Hisc. crystal in hall closet . . . . . , . 100.00
t'">- 305. 125 . 00~:1r1. D.
l"""'" , 3 Pairs of binoculars . . . , . . . .'
306. Hisc. kitchen appliances . . . . . . , 150,00
307, Snowflite 5/20 snowblower 375.00
308. Lawnboy 21" lawnmower . . . . . 350,00
309, Wheelbarrow , . . , . . . . . . 50.00
* le&rJE-5
-, v. ... ."
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CLAUDE C. WOLFE & ASSOCIA YES
AUCTIONEERS cl ESTATE .tPPRA/SERS
113 OLD FORD DRIve. CAMP HILL, PA 1701 I
717.737.0734
322. Craftsman 16 gallon shop vao . , . , . . , , , , 150.00
~ 323. Sears floor model, bel t & wheel sando r . , . . 250.00
324. Sears planing machine . . . , . , . . . . . 400.00
- 325. Sears floor model radial talJle saw . . . . , . 400.00
326. Sears electric chain saw . . . . , , . . . . . . . 100.00
" ,
327. Sears gasoline 14" chain saw . . . , , . , . . . , 250.00
328. Hisc. hand tools . . . , , . , , , , ., . , , . . 2,000.00
329. Sears grinder/polisher . . . . , , . , . . , , . 150.00
330. Hisc. sma 11 po we r hand tools . . , . . . . . . . , 300.00
331. Emerson floor model 1/2" , 1/2 hll drill press , . 350,00
332. Hisc. electronic, eleott'ioal pa rtll . . . . . , 5,000.00
333. Sears tool cabinet (small) . . , , , , , , .. . 200.00
Meridian
:'~) I\lll WJ;'
tl1t,uilfHl \1.\ "'lbOJ
. Meridian
June 20, 1994
TO:
ADDRESS:
Robert E, Sherk
~lellon Bank Private Asset Management
28 Penn Square
Lancaster, PA 17603-3.09
RE: Estate of: Irene ~1. Unfried Date of Deathl April 18 i .1994
Acoounts and Balances on Record as of Date of Death:
DATE DATE 'ACCR,
ACCOUNT # ACCOUNT TITLE OPENED CLOSED PRINCIPAL 11:1L....
CK 2932-0845 Irene M, Unfried or OS/23/90 2,364.74 ,43
Bertram C. Hill, Jr,
SO 0098001451 Irene M. lJnfried or 11/18/91
Bertram C, Hill, Jr.
ck 2932 - 3224 Irllne M, Unfried 06/10/n 5,675,19 1.03
SV 8255536800 Irene M, Unfried 06/10/91 2,',01,07 6,35
AL65054000480854 Irene M. Unfried or 05/10/91 ' '.:.....
Bertram C. Hill, Jr,
RECEIVED
MERIDIAN' BANK
JUN 22 1994
MELLON BANK IRUST DUT.
\<, (,'\",w-.l.:...1 tc'-'I<, \/" L~ k.c..1.u"",' ,'(LYr~ tJ
Kameswari v, Bhamidiapty ~
(610) '655-3352
KVB/cjm/753
CK o Checking IL 0 Installment Loan WL o will
SV II:l Savings DB . Discount Brokerage LT . Living Trust
CD 0 Certificate of Deposit PL 0 Plus Loan MO o Open Line of credit
XC . Holiday cl ub PH . Student Loan MG . Mortgage
VC . Vacation Club SD . Safe Deposit LA . Auto Leasing
CL . Commercial Loan TR 0, Trust
,"'"' 712
(k" Jon",')' 19891
o.CoInmtrll 01 In. T'Uiuty
Inl./t\lIA.'l't"", Stf"tIC'
O.ctd.nl-Inlu,.d (To BI Fllld With Unllld St.l.. Eltlll Tn Rlturn, Fo,m 706)
1 Decedent'1 IIIlt nlm8 Ind middle IMIII 2 Dectdlnt'llIlt rlIme .1 Decedent's loclal secu,rty number
~ . (11 known)
5 Name and addreu 01 Inlu,.nce company
THE SUN LIFE INSURANCE COMPANY OF AMERICA. ATLANTA, GEORGIA
Life InsLlrance Statement
OM8 No I ~~.0(12I
to>".. 228 91
4 Dale of dealh
4118/94
6 Kind of POliCY
DEFERRED ANNUITY MONTHLY INCOME
I Owne,'1 name, 11 decldent II not owner, t
pl.lS. .It.ch copy C1f .ppIlClllon,
6/25/81
7 PoliCY number
CI047
10 Mlignor'l rlIme. PlelSe .1t.Ch
copy of assignment, N/ A
11 olle Iss'gned
Dlle luUfd
12 Vllue of the poliCY It the
lime 01 ISlIgnment
N/A
N/A
U Amount of premium (He InIlM'lIOnl) 14 Nlme 01 btnef,cl.rlll
')5 603,50
IRENE I,!. UllrRIED
TRIIST
, : : I:
15 Flce .mounl 01 policy ,
16 Indemnity benehU .
17 Addrt'onll,raurance ,
II Other benef,U , , ,
~O Principal of eny Indebtedness to the company deduct,ble in determ,n,ng net proceeds
20 Inlerest on indebtedness (rtem 19) Iccrued to dlte 01 duth .
21 Amount ol.ccumulaled d,v,dends
22 Amount 01 post.monem dlv,dends , , ,
2.1 Amount of relurned prem,um , , , ,
24 Amoum of proceeds If Ply.ble 'n one sum
25 Vllue 01 proceeds as of dlle of dealh (If not payable In one sum)
26 Policy provlllons concCtntng defwed payment! or ,nstlllments
Notl: If othe, th.n lump,sum seN/emen, IS .u'ho'lZed fOI ,sul"'1vIn8 spouse, ple.se iN'Ch, copy of 'he
InSUllnce pol,c)'.
...........................................................................................
...........................................................................................
27 Amount of Inslallments , , , , ,
2B O.le of blnh, H., ana name of any person the dUrlllon of whose life m,y melSur! Ihe number of paymenU
...........................................................................................
...........................................................................................
29 Amount Ippllld by the In.urlnc! company .s a lingle premium representll'll the purehue of instlllmenl
benefrt. , , , , ,
.10 Bu,s (mortlll1y Uble end rite of Intere.1) used by In.urer In valUing Insullmenl benelrt.,
ii' 'W~; ih~"~;~;~d th; ~~'n.u.rt~~t'd;b;~;j,~;..~ ~'f 'a'~y' ~~~~;~ 'e.o'~I;~~.'~;~~~ 'b; ;h~ ~~;';~h;i' ,"',' .... ',' .. ..,":ti 'y~~ . , , . ti '~~.
.12 N1mes 01 comPlnlls wrth wh,eh deCedent Clrrlld other policiel .nd .mount 01 luch poliCies ~ thIS Inlorl11ltlon is dISclosed by your
,ecordl.
......................................................................................................................
...................................................................................1...............................
Thi";~ offICII of 1l'ltlbOw'Nrnt<J ."'ul'lne, c:omOoln, htrt(), c:tf1rllll tf\lt ll'Mlmt'rn.n1 MU lorIl'l .'U11 1M eo;rt<1 mfotmehon
THE SUN Ll FE I NSURANCE COMPANY " BY THE HOLDEN GROUP
,-"" · ( '~/ryf 7l1d.<:. ,'hc:/ TItlt. VICE PRESIDENT Ot1'ofCoft~,,'~n .~ 73...,-95/
Instructions / Irom 1'0<1. You con WT"' to IRS o. the OffIC. of M1l11lfm.m Ind Bud,tt .1
tilt Idd,eu..llSted ,n the inatruct'Onl of tilt III relum l'I'11h wh'eh IhIs
,.........~ II..,ur:t!oft Att Hotlc.,-W. .Ik fo, thll ,nlorm'llon 10 corry lonn is flied
0Ul the Imlfllll R...n.. laws of lhe Un"ad SlItll. W. -" to .n.u," 11It.l'Iltn1 of I"""tr,-Thla 1lI1.""nt must be mad., on beh.lf of the
thI1l'Ou tI. camPI,ln, w~h Ihtstl.Wl.nd 1011l0w us to 'Ifure .nd eolltcl IllIullnce compony whICh Ilsutd lilt policy, by.n offlctl of Ih. compony
tilt. .mount 0 tlk you.1t requlled to".. u'lhIs ,nformatlon hlv'lIi "C",lo Ihe rtcofll. of tilt comPlny FOf purpol.S ofth,!
The time _ed to complat..nd f,le thll lo,m Will v.ry MllOndln, on IIII.m.nt,' facs'mllt l'llTllture may be used In I~u of. m.n..III,"'IU"
indIVIdual clIcumlllnclI The IIt'mated '''''If tl"" II Ind rl used, lhall be b'ndl"lll' mtn"II'lNIuI'.
f..." II...,ekMpln. ""'PInna tht lorm ..,.,.t. SlIt.""nta.-A "POll" 1II"""nl mUlt Of f"td fo' IICh
poliCy
712 Ie hll ,25 mln Ie m,n UM 13,- Tht p..m,um to Of llponeo on lin. 13 ShOUld Of theennu"
J prtmlum, ,101 th, cumulltlvt tHemrum to dl" of Cluttl If death OCtutreCl
"1OU hlv, comm.nts concernlnl the .ccur.e., 01 thIS tlm. "tlmlt. rJr .ft., the end of lh, premIum PltlOd th"lSllnnull pr.mlum ShOUld bf
.....n'on. fo, m.kl"i IhlS lorm mort IImplt. we would Of hOppy 10 11II, rtpontd '
lo'm 712 (R.. 189!
R~V-11lOG.EX. (12-88)
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE 0fI
Irena M. unfried
JolnlllNlll(l):
NAME
A Bertram C. 11, Jr.
JolnUy-OWMd property:
SCHEDULE F
JOINTLY-OWNED PROPERTY
ADDRESS
2806 Fa ew Iload
canp Hill, PA 17011
~UMBl!R
21-1994-004~
RELATIONSHIP TO DECEDENT
Fr end -
LETTER DATE llOlI..4Il VAlUE OF
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAl VALUE DECO'S DECEDENT'S
NO, JOINT OF ASSET " INT,
TENANT JOINT INTEREST
1 A OS/23/90 Checking account #2932-0845 2,364.74 50 1,182.37
with Meridian Bank
2 A OS/23/90 Interest accrued to date of 0.43 50 0.21
death on Item #1
3 A OS/21/90 Sirgle family ranch style 265,000.00 50 132,500.00
dwellin;J situate a.-d known as
2806 Fairview Road, Calrp Hill,
OJrnberlarxi COUnty,
Pennsylvania. Reoorded in
OJrnberlarxi COUnty ReoordE'x of
Deeds
Office, Deed Bee>>< 0, Volume
34, Page 854. COpy of
awraisal attadled
4 A OS/21/90 HoJsehold gocx:ls-awraisal 1/942.00 50 971. 00
attadled
TOTAL 'Also enler on line e, Roollllllulallonl S 134,653.58
PAlIIOIl NTF 1211A
Copyrlgllt Fo,I'I' SollwI"Onlv. 1883 Nllco, Inc. N83PAOlll
(11 more IpIC8 II nooded, Inll8n addltlonli sheete of ..me Ilze,)
"
.
'.
J. H. Troup, Ino" Realtor
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such addit.ion be malie by the ~ettlor or any other person. The
proceeds of any such policies of insurance or any additional
property and/or securities so acquired shall be held on the same
terms of trust and with like force and effect as if originally a
part of the Trust.
Article II. Reservation Of Rights
(Insurance)
Settlor reserves to Settlor, during Settlor~s life, all
payments, dividends, surrender value privileges and benefits of
any kind which may accrue on account of any of the aforesaid
pOlicies of insurance, and the right at any time to assign,
pledge or use said policies, or any of them, or to change the
beneficiary thereof, or to borrow money thereon, without the
consent, approval or joinder of the Trustee, or any beneficiary
hereunder. The Trust shall be operative only as to the proceeds
of such of the policies as in terms may be due and payable to
the Trustee at the time of the death of the Settlor or
thereafter, after deduction of all charges against the polices
by way of advances, loans, premiums or otherwise. Such proceeds
shall be principal. The receipt of the Trustee for such
proceeds shall release the insurance companies from liability on
the pOlicies.
(Other Property)
As to assets added to the Truot during the lifetime of the
Settlor, and by the Settlor, the Settlor reserves to Settlor,
2
,
during Settlor's life, the right to withdraw principal or
income, and to direct Trustee to make such investments as
Settlor desires, as well as the right to approve, in advance,
any investments Trustee selects. Subject to these powers of
Settlor, Trustee may pay principal or income for the support or
welfare of Settlor.
As to assets added to the Trust by a person or entity other
than Settlor, Trustee shall, during the lifetime of Settlor, in
Trustee's sole discretion, pay so much of the income and/or
principal as Trustee deems necessary, for the benefit of Settlor
and/or the issue of Settlor and for the support, maintenance,
health, .and safety of Settlor, or the issue of Settlor. All
accumula~ed "or undistributed income shall be added to principal
hereunder.
Article III Principal and Income Disbursement
Upon Settlor's death, the Trustee shall disburse the income
and principal of the Trust Estate in the manner set forth in
detail in Schedule "B" attached hereto.
Article IV Premiums on POlicies
Trustee is not obligated to pay any premiums or assessments
on said POlicies of insurance and shall be under no obligation
in respect to the policies other than for the safe-keeping
thereof, except to the extent otherwise expressly agreed to
herein, if the policies are deposited herewith.
3
Article V Amendment and Revocation
Settlor may by instrument in writing, delivered to the
Trustee, (a) amend, modify or alter this Agreement, in whole or
in part, provided that the duties, powers and liability of the
Trustee, shall not be changed without its written consent; (b)
revoke this Agreement in whole or in part; provided, however,
that the rights of Settlor under (a) and (b) shall not apply to
any assets added to the Trust by a person other than S~ttlor.
Article VI Litigation To Enforce POlicies, Collect Claims
The Trustee may institute any proceedings at law or in
equity in order to enforce the payment of such policies or the
collection of such property, and may do and perform any and all
other acts and things which may be necessary for the purpose of
collecting such property or any sums which may be due and
payable under the terms of said policies. Trustee shall not,
except at its option, enter into or maintain any litigation to
enforce the payment of said policies, or collect such property
until it shall have been indemnified to its satisfaction against
all expenses and liabilities to which it may, in its judgment,
be suhjected by any such action on its part.
The Trustee is authorized to compromise and adjust claims
arising out of the insurance pOlicies or any of them or other
property, upon such terms and conditions aD it may deem just,
4
,
and the decisi~n of the Trustee shall b~ binding and conclusive
upon all persons and corporations interested therein, all
without necessity for court approval.
Article VII Powers of Trustee
Except as otherwise specifically provided herein, and in
addition to the powers granted Trustee by law, all of which
shall be exercised by Trustee without posting bond or furnishing
sureties in this or any other jurisdiction, the Trustee shall
hold and manage the fund, when so collected, together with such
other property as may be acquired, during the existence of this
Trust, all of which said property will hereinafter be referred
to as the "Trust Estate", or "Trust" said term meaning the
principal and income of any trust or trusts created herein or in
Schedule "B" hereof, upon the following terms and conditions and
with the following powers and authorities:
A. To retain all or any part of the trust in the form
of which it was acquired as long as it deems advisable;
B. To sell, exchange, partition, lease, option, or
otherwise dispose of any property or part thereof, real or
personal, which may at any time form part of this Trust Estate
at publio or private sale for such purposes and upon such terms,
inCluding sales on credit with or without security, in suoh
5
manner and at such prices as it may determine, including the
right to lease real est~te for periods in excess of five years
and for a term expiring after the termination of any trust, and
including the right to deal in real estate ventures as a general
or limited partner. In the event of a sala, exchange,
partition, lease or option of any of the property of this Trust
Estate, there shall be no liability on the part of the purchaser
or purchasers to see to the application of the purchase money,
but the same shall be held and disposed of by such purchaser or
purchasers free and clear of any of the provisions of any trust
created hereby;
C. To invest or reinvest the Trust Estate in any
property, real or personal, of any kind or nature, including
stooks, bonda, mortgages, other securities and common trust
funds of the Corporate Trustee without being limited or
r~stricted to investments as now or may hereafter be prescribed
for trustees by law including the right to acquire, soll or
retain stock in the Corporate Trustee;
D. To register securities in its name as Trustee or in
the name of any nominee or to take and keep the same
unregistered and retain them or any part thereof in such
condition that they will pass by delivery without disclosing the
fact that the property is held in a fiduciary capacity;
6
E. To make any loans, oither SClCU1"ed or ullsecured in
such amounts, upon such terms, at such rates of interest and to
such persons, firms, corporations or the executor or
administrator of Settlor's Estate without interest and without
reimbursement for the purpose of the payment of taxes, debts and
administration expenses; provided, however, that any benefits
from a qualified employee benefit plan received by the Trustee
shall not be used for the payment of such taxes, debts or
expenses, if not includible in Settlor's gross estate for
Federal estate tax purposes;
corpus,
cash;
F. To retain for reasonable periods the principal or
or any part thereof of this Trust Estate in the form of
G. To borrow money for any purpose on any terms in
connection with the administration of or investment in assets of
this Trust Estate; execute promissory notes or other obligations
for the amounts so borrowed and secure the payment of any
amounts so borrowed by mortgage or pledge of any real or
personal property which may at any time form a part of this
Trust Estate;
election
otherwise;
H. To vote any securities upon any proposition or
at any meeting and to grant proxies, discretionary or
to join in or become a part of any reorgaization,
7
:t"eadjustment, merger, voting trust, consolidation or exchange
and to deposi t any such securities with any committee,
depository, trustee or otherwise and to payout of this Trust
Estate any fees, expenses, and assessments, incurred in
connection therewith and to charge the same to principal or
income as Trustee may see fit; to ell.ercise conversion,
subscription or other rights, or to sell or abandon such rights
and to reoeive and hold any new securities issued as a result of
such reorganization, readjustment, merger voting trust,
consolidation, exchange or exercise of subscription, conversion
or other rights; and generally take all action in respect to any
such securities as Trustee might or could do as absolute owner
thereof; to vote any stock in the corporate trustee.
I. In Trustee's discretion to allocate to either
prinoipal or income or between them any and all taxes
(espeoially capital gains taxes) or receipts or expenses which
Trustee may be required to pay on behalf of this Trust Estate.
J. To divide or distribute, whenever it is required or
permitted, this Trust Estate and to make such division or
distribution in kind or in money or partly in kind and partly in
money, and the judgment of the Trustee as to the value of the
different items shall be conclusive and final upon the
beneficiaries;
8
-
K. To hold and admir,ister the trusts oreated hereby in
one or more consolidated funds in whole or in part in which the
separate trusts or funds shall have an undivided interest;
L. To compromise claims, on such terms and conditions
as Trustee, in Trustee's sole and exclusive discretion, deems
appropriate without obtaining court approval therefor.
M. To engage attorneys, investment counsel,
accountants, agents and such other persons as it may deem
advisable in the administration 0f this Trust Estate and to make
such payment therefor as it may deem reasonable and to charge
the expenses thereof to income or principal as it may determine
and to delegate to such persons any discretion which it may deem
proper. The Trustee shall not be liable for any negligence,
omission or wrongdoing of such counselor agents, providing
reasonable care was exercised in their seleotion;
N. If the principal of any trust is payable to a
person or persons under the age of twenty-one (21) years, the
Trustee shall continue the term of said trust as to said person
or persons under the age of twenty-one (21) years, until he, she
or they attain twenty-one (21) years of age, paying over to said
person under the age of twenty-one (21) years, or for their use
and benefit, the proportionate share of the net income of said
trust;
9
. ,
O. No title in any Trust Estate, or in the income
accruing t~erefrom, or in its accumulation shall vest in any
beneficiary, and no beneficiary shall have the right or power to
transfer, assign, anticipate, or encumber his or her interest in
said Trust Estate, or in the income therefrom, prior to the
actual distribution thereof by the Trustee to said beneficiary.
Further neither the income nor the principal of any Trust Estate
shall be liable in any manner, in the possession of the Trustee
for the debts, contracts or engagements of any beneficiary.
P. Should the principal or income or both of this or
any Trust be payable to any person as to whom the Trustee has
actual knowledge of a court adjudication of incompetency, or who
the Trustee determines, in the discretion of Trustee, is unable
to act effectively on his or her own behalf in financial
matters, then Trustee shall have the right to use such principal
or income to pay to such beneficiary, or for the benefit of such
beneficiary.
Q. No trust created herein, or by exercise of a power of
appointment hereunder, shall continue for more than twenty-one
(21) years after the death of the last to die of Settlor and the
beneficiaries in being at the date of Settlor's death. Any
10
"
propertv still held in trust at the expiration of that period
shall immediately vest in and be distributed to the person or
persons then entitled to receive or have the benefit of the
income therefrom in the proportions in which they are entitled
thereto, or if their interests are indefinite, then in equal
shares, per stirpes.
R. If at any time during the term of this Trust,
Trustee determines, in its sole discretion, that the corpus of
the Trust has become too small to be practicable, or
uneconomical to continue, then Trustee may distribute the corpus
of the Trust estate to the then income beneficiary or
beneficiaries in accordance with the portions of income to which
Gach beneficiary i~ entitled, or if such portions are not
specifically set forth herein, then in such amounts as it deems
appropriate.
S. The words "child, children or issue or descendants"
as used in this Trust, shall include adopted children and
adopted grandchildren, and children or grandchildren born or
adopted after the date of this Trust, unless expressly stated to
the contrary.
Settlor
whether
T. If the Trust Estate includes any interest which the
had in a business at the time of Settlor's death,
the same is a sole proprietorship, a partnership or a
11
corporation in which Settlor owned all or a substantial portion
of the stock, the Trustee is authorized to continue said
business, without order of court, until such time as it deems it
advisable to sell, liquidate or distribute the same in kind.
Trustee shall have all rights and powers in connection with said
business as the Settlor had when living, including by way of
example and not limitation, the powers to operate or join in the
operation thereof as a going concern, to form or re-form a
general or limited partnership, to incorporate or re-incorporate
and to liquidate or sell the same or any part thereof, all as it
deems advisable for the best interests of the Trust Estate and
of the beneficiaries thereof, without any liability for loss
resulting from the operation of said business except where such
loss is the result of gross negligence or fraud on the part of
the Trustee. The Trustee shall be entitled to receive for its
services in connection with said business, such additional
compensation as may be commensurate therewith.
U. In exercising discretionary powers granted to
Trustee under this Trust, Trustoe may give due regard to the
assets and income of the beneficiary, other than assets and
benefits under any trust created hereunder.
v.
All powers and authorities granted to Trustee
be fully exercisable by Trustee through and
distribution of assets hereunder, even though
hereunder
including
shall
final
12
the Trust may have terminated ear~ier.
W. Trustee may allocate assets among the beneficiaries
(including any trust hereunder) without regard to the income tax
basis of any such assets.
X. Trustee, in addition to all powers granted by law,
is hereby authorized to make such election in connection with
settlements under employee benefit plans in which Settlor has an
interest as Trustee deems most advantageous under all the
circumstances, in Trustee's discretion.
Y. The word "education" as used in this Trust shall
mean and include, but not be limited to primary, secondary,
collegiate and/or post-graduate education in private or
parochial school, college, trade school or graduate school. It
is Settlor's intention in granting Trustee the power to expend
funds for "education" that the word "education" be interpreted
broadly by Trustee.
z. To permit any beneficiary or beneficiaries to occupy
rent free any residence constituting a part of the assets of a
trust for such beneficiary or beneficiaries and to pay the real
estate taxes thereon, expenses of maintaining said residence in
suitable repair and condition and hazard insurance premiums on
the residence.
13
'.
AA. No person at any time acting as a Trustee hereunder
shall have any power or obligation to participate in any
discretionary authority Settlor has given to Trustee to pay the
income or principal to such person or for his or her benefit or
in relief of his or her legal obligations.
BS. To maintain reasonable reserves for depreciation,
depletion, amortization and obsolescence.
Article VIII Applicable Law
This Trust has been accepted in the State of Pennsylvania
and shall in all respects be governed by the laws of that state.
Article IX Receipt of Policies
The Trustee, by joining in the execution of this instrument,
signifies its acceptance of the Trust and acknowledges (unless
otherwise specified in writing) that the Settlor has retained
custody and possession of the insurance policies, if any,
described in Schedule II A" attached hereto and made a part
hereof, and agrees that it will hold and use the same and use
and dispose of the proceeds thereof upon and subject to the
trusts, terms and provisions set forth in this Trust.
14
Article X. Trustee's Compensation
The compensation payable to Trustee shall be the
compensation due, in accordance with the fee schedule of
Trustee, at the time Trustee renders services hereunder, but if
Trustee has no such fee schedule, then such compensation shall
be reasonable.
Article XI Resignation or Removal of Trustee
" Trustee may resign by giving written notice thereof to the
Sett1or, if living, or if Settlor is not living then to
Settlor's children, even if those children be minors, specifying
a date, not less than thirty (30) days from the date of the
notice, on which Trustee shall be deemed to have resigned. Upon
such date, Trustee shall be deemed to have resigned, and upon
delivery of the assets of the Trust to the Successor Corporate
Trustee appointed as described below, shall be free of any
further duty to Settlor or the beneficiaries or the Successor
Corporate Trustee hereunder, except for past acts or conduct of
Trustee. ^ Successor Corporate Trustee, a corporation, bank or
trust company, qualified under the laws of the Commonwealth of
Pennsylvania or the United States of America to act as Trustee
shall be appointed as fallows:
1. By Settlor, if then alive.
. '
15
,be
2,' If Settlor is not alive, then such selection shall
by majority vote of the income beneficiary or
made
beneficiaries of the trust, who are twenty-one (21) years of age
or older,
3. If Settlor is not living, and there are no income
beneficiaries of the age of twenty-one (21) years or older, or
if the appropriate person above fails so to select a Successor
Corporate Trustee, within ten days after notice of resignation
is given, then and in such events the Orphans' Court Division of
the Court of Common Pleas of the County in which this Trust has
its situs shall select a Successor Corporate Trustee having the
qualifications listed above,
Any Successor Corporate Trustee so selected shall serve
on the same terms and conditions, and with the same powers and
duties as if originally appointed.
~
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16
"
...... .... ........,.,.....
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SCHEDULE "B"
,..
PLAN OF DISTRIBUTION OF TRUST ESTATE
UNDER AGREEMENT WITH IRENE UNFRIED
DATED OCTOBER 4, 1988
On the death of Settlor, the principal and any undistributed
income shall be paid and distributed as follows:
1, For and during the life of BERTRAM C. HILL, JR., Trustee
shall pay the entire net income to or for him, and may apply
such portion of the principal, as Trustee, in its sole
discretion deems appropriate, for the health care needs, housing
needs and food needs of Bertram C. Hill, Jr,; provided, however,
that no more principal than an amount equal to one-half (1/2) of
the original net funded balance of this Trust after my death
shall be subject to invasion by my Trustee for the benefit of
Bertram C. Hill, Jr,
"
"":, 2....
survive
thereof
On the death of Bertram C, Hill, Jr" or H he does not
ms'1,.'.then this Trust shall terminate and the principal
shall be paid and distributed as follows:
(a) Three per cent (3%) shall be paid, absolutely and free
of trust, to each of the following siblings of Settlor: FRANK
VALENTINO, JOHN VALENTINO, JOSEPHINE BAUER, and THOMAS .
VALENTINO, if living, If a sibling does not so survive 3~1 Ilur,~4 ~
then his or her three per cent (3%) interest shall be divided ~ ''l../
among and paid to the surviving of such siblings of Settlor,
(b) The.
held in further
following terms
residue, or eighty-eight per cent (88%) shall be
trust for PETER VALENTINO, and his issue, on the
and conditions:
(1) Trustee may, at its discretion, pay all or part of the
net income or principal of the trust estate to or for the
benefi t of Peter Valentino and Ms issue, for the following
purposes: primarily education expenses, but also housing
expenses, medical expenses or like needs of such beneficiaries,
(2) This trust shall terminate at the earlier of fifteen
(15) years after this trust is funded, or the death of Peter
Valentino. Upon termination, the principal and any accumulated
inoome shall be paid absolutely IInd free of trust to Peter
Valentino, if he is then living, but if he is not then living to
his then living issue but if he has no then living issue to
COMMONWEALTH OF PENNSYLVA~IA:
SD:
COUNTY OF DAUPHIN:
On the ~O t!J day of Ootober, 1988, before me, the
subscriber, a Notary Public in and for said Commonwealth and
County, came the above-named IRENE UNFRIED, satisfactorily
proven to me to be the person whose name is subscribed to the
within instrument and acknowleged the above instrument to be her
act and deed, and desired the sama might be recorded as such,
WITNESS my hand and Notarial Seal,
"
~--
L NOTARiA~ DEAL
JL:'V A, '''IE3, t,ell"! PL~lle
Hart/lOU'S, PA OJUp.;,~ Ccun:y
M Q.z:--""".:n EJ.t,'ru S8;~r1tr,~et t 4~~g
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REV-llllIX'INI)
COMMONWEALTH OF PENNSYLVANIA
,INHERITANCI TAl( RETURN
RIIIDINT DICE DINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PlNM PMt Of 1)pe
FlU! NUMBEIt
21-1994-00481
UTA.,. Of'
Irene M. Ultried
ITIM
NO.
A. F....~ln...1
IlUCIlll'TlON
AMOUNT
1 Tretz and Bowser F\lnera1 Halla statement
3,518.00
.. .-.llIlnlll". CoetII
1, , PIIIonal RIpI_tallve CoIm1lslloIl8 7,290.00
Soclalllecutlly Numbel of Peraonll Represen1liUve: -
VIII CoIm'1il8loIl8 paid 1995
2, Attorney Fill 7,200,00
3, FInliIV EJclll'fltlon 0,00
Clllmant Relatlonshlp
Addrlll 01 Clllmant at deoedenr. death
Stilt Addr_
CIty 51.te Zip Code
4, Probate Fill 0,00
C. ~11O'"Ifl'IIU' ~l
see Sctledule llttac:tled
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Total fran ocntinuation
PAtlttl NIF 1111
Copyright f1a,,,,. Soltwar. Onlv, "'3 N.lco,/nc. NUPA111
TOTAL Also enter on line 8 Reo
(If more ~ 18 nMdId, InNlt adcItlonal .....18 01 ..me 11I1,),
.
936.52
18 944,52
I!'Btate ofl Irene M, Ultried
~1I.F: H, PARr C - Misoellllll8OO8 ExpenseS .
Paqe 2
21-1994-00481
" I . I
It8Il
No. 088criptim J\mcUnt
1 . 'D18 Sentinel-advertise letters testamentary 79.42
2 US Pc8tal servie&--pCSt:age 8,10
:.\ MIdi -olailll-olaim Slll'Vioe 125.00
4 KaIGr J8Wlllers-!\RII'llisa1 106.00
5 O.......lam 000nty Reqister of Willa-short certificates 51.00
6 O.......rlam 000nty Req!ster of wills-letters testamentary 252,00
7 Claude C. Wolfe am Assooiates-ar-praisa1 50.00
8 O.......lard 000nty Law Joornal-advert!se letters testamentary 40.00
9 Rebert C, Spitzer-ooets inonTed 75.00
10 C1Cl8!rq oost:s 150,00
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936.52
R~~.111I1K,'I"111
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COMMONWEALTH OP PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS PluM Print or
I FILE NUMBl!R
21-1994-00481
I!8TATI! 0fI
Irene M, Unfried
ITl!M 1ll!8ClIlPT1ON AMOUNT
NO,
1 Int:el)ra Mortgage CC>-<rle half of tile m::n:1:gaqe on jointly held 84,745.37
real estate
2 JHU cardio1ogy-statement 180.00
3 JHU Department of surgery-statement 2,630,00
4 JHU Pllthology-statement 531,00
5 JHU Medicine-statement 225,00
6 JHU IaJ Associates-statement 4,699,00
7 JHU Rad!ology-statement 10,054,00
8 Holy Spirit Hospita1-statement 192,65
9 A, Z, Ritzman am Associates-statement 81. 60
10 PA Deparbnent of Revtll'Ale-1993 in:tividual inoane tax balance due 94,00
11 Ql8Ck ootstardi.rg at death 148,00
12 American Express-o.rt:starxiirg d1eck 1,830,67
13 1tIBI-o.rt:stanllrg check 1,200,00
14 ~t:Elnent 2,20
15 Merry Maids-ootstan:iirg checJt 82,68
16 scar1a-o.rt:stanllrg d1eck 753.98
'ft)TAL AJao enter on line 10 Reo hulltlon
(II mote ",ala needed, Inl8l1lddltJonlllhelll of 811118 oIle,)
.
107,450,15
PAllIal NTP all'
Cap)'flghtFDtllI' Soltwl,.Onlv, ,.., N,loo, Ino. NnPA121
"
LAST WILL AND TESTAMENT
OF
IRENE UNFRIED
I, IRENE UNFRIED, make this my Last Will and Testament, and
I revoke any previous Will.
FIRST: r direct my Executor to pay all my last illness and
funeral expenses as soon as convenient.
SECOND:
I give all of my jewelry and items of personal
adornment to my sister, JOSEPHINE BAUER, or her issue,
THIRD:" I give the rest of my housohold goods and personal
effects, including my coin collection, to my friend, BERTRAM C,
HILL, JR., but if he is not living thirty (30) days after the
date of my death, then to my surviving brothers and sister, per
stirpes, in as equal shar.es as is practicable.
FOURTH: All the rest, residue and remainder of my estate,
of whatsoever nature and wheresoever situate, I give, devise and
bequeath IN TRUST to the THE COMMONWEALTH NATIONAL BANK, Trustee
under the Trust Agreement with me as Settlor dated October 4,
1988,
FIFTH: I direct my Executor to pay all inheritanoe,
estate, succession and legacy taxes of whatsoever nature and
kind, to which my estate or the transfer of any property passing
hereunder, or otherwise passing by reason of my death, may be
subject, from the residue of my estate,
1
SIXTH: My Executor is hereby authorized and empowered, in
addition to such power~ granted executors by law, all
exercisable without court order: (a) to sell securities or
other property, real or personal or both; (b) to borrow money
from such persons as it may desire, including the power to
borrow from itself as an individual or as a fiduciary under any
Trust Agreeent for any purpose necessary or desirable in
connection with the payment of taxes or other matters incidental
to the settlement or administration of my Estate, or for
investment purposes, on either a secured or unsecured basis, at
such rate of interest as may be necessary and to sign notes and
to pledge the assets of my Estate as sec~~ity therefor; (c) to
make non-prorata distributions in kind or partly in kind or
partly in cash; (d) to retain all or any part of my property,
real or personal, constituting my Estate for such time as my
Executor deems best or to invest or reinvest the same without
being restricted to "legal" investments; (e) to compromise
claims against or in favor of the Estate, with or without Court
approval on such terms and conditions as Executor deems
appropriate, in my Executor's sole discretion; (f) to claim, in
my Executor's discretion expenses of administration of my Estate
as deductions for federal income tax purposes, when this will
result in an overall reduction of income and death taxes for my
Estate (no adjustments between income and principal or in the
amount of the distributions to the trusts created by separate
instrument shall be required as a result of such action); (g)
2
to mMintain reasonable reserves for depreciation, dep1etion,
amortization and obsolescence.
SEVENTH: I nominate, constitute and appoint THE
COMMONWEALTH NATIONAL BANK as Executor under this my Last Will
and Testament. No bond shall be required in this or any other
jurisdiction of my Executor.
EIGHTH: I hereby nominate, constitute and appoint JOHN
VALENTINO, of Malvern, PA, as Guardian of the estate of ony
minor or other beneficiary physically or mentally unable to
manage his or her affairs and to serve without bond in this or
any other jurisdiction.
If any beneficiary of my estate is under the age of eighteen
(18) years at the time at which distribution of any proparty
devised and bequeathed by this Will would otherwise be made to
such beneficiary, my Executor shall distribute all such property
to the guardian of the estate of such beneficiary.
The guardian shall hOld, manage, invest and reinvest any
property received by the guardian (whether under this Will or
otherWise), shall cOllect the income thereof, and shall apply so
much of the net income and, if the net income is insufficient,
so much of the principal of the property held for such
beneficiary as the guardian shall deem necessary or advisable
for such beneficiary'S health, maintenance, Support and complete
education.
The guardian shall accumulate any surplus net income
annually and add the same to the principal of the property held
.'
I
3
I
.,..- ,,--"',......,...... .....
for such beneficiary,
When such beneficiary attains ti)e age of eighteen (18)
years, or becomes able to manage his or her affairs, the
guardian shall distribute to such beneficiary all property held
by the guardian for such beneficiary,
If such beneficiary dies before attaining the age of
eighteen (18) years, or becoming able to manage his or her
affairs,
the
guardian
shall distribute to the personal
representative of such beneficiary's estate all property held by
the guardian for such beneficiary,
NINTH:
The compensation payable to my Executor shall be
the compensation due, in accordance with the fee schedule of my
Executor at the time such services are rendered, or if my
Executor is an individual, such compensation shall be reasonable
compensation,
TENTH:
The words "child, children, or issue or
descendants", as used in this Will, shall include adopted
children
and
adopted
grandchildren,
and
children
or
grandchildren born or adopted after the date of this Will,
unless expressly stated to the contrary,
ELEVENTH:
I hereby authorize my Executor in addition to
all powers granted by law, to make such election in connection
with settlements under employee benefit plans in which I have an
interest as my Executor deems most advantageous under all the
circumstances,
4
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','OMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~IIN< II' r'D,~
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._B'2!?~rL~_._~11\l!:~1-'lj\le_PJ:Qsident,_!o\Q.Uon.B<lI).II, Ii. fu '''_'__'_'___ ____ ._ '__un'__'
being duly sworn .__......... according to law, depolol and laYI that ho _~.~_V.i."!:_.~rElBic!~nt ,~f_._
_f1Elllq!!.Ba!tls.LE:.!<ElQ~J'._qr:.__...__.. .__..._ 01 tho Eltato 01 _!F~~Unf.rJ~_______._._
lat. 01 _,j:ampll.ill Bor:ough _ _- u __..., Cumborland County, Pa" decoesed and that the
within II an invontory mado by ..__Me.ll..'<.n...Jlil~~__...___,_._ _ ___ _, __.___, the IOld_~cutOL......._.__
01 tho ontii. eltato 01 laid docodent, conliltlng 01 all tho porsonal propdrty and real oltato, e.copt roal eltato ouhide
the Commnnwealth 01 Ponnlylvania, and that the ligurol oppolito each item of the Inventory rerrelent it'l lair value
es 01 the dato 01 docodent'l doath,
_~A.'"(':J...1:.~_ and sublcribed belore mo,
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euelltor . Admlnhtulof
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Add.."
Oat. 01 Outh __~____
O'Y
__^J'ri 1
Month
94
v..,
INSTRUCTIONS
I, An Inventory mUlt b. IlIed wilhln three monthl alter appointment 01 personal representative,
2, A lupplementlnventory mUlt be liled within thirty daYI 01 dllcovory 01 addlllonal allth.
], Addillonal Iheeh may be attachod as to porsonalty or roalty
4, Su Arllcle IV, Flduclarlol Act 011949,
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Inventory of the real and personal estato of
Irene M. Unfried
doc"easo'iI"'"'~''' ~
Personal Property
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. .."t1tN t;I__,_' I. ...,1' ..... -401 u__._
Re~:' :'.11' l' "ills
.....--- --..-.-.-.....--.-
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1. Coins and currency - appraised at
'95 JAN 12 ^8 :12
2, Jewelry - appraised at
Clerk',' .' :;')Urt
CumlMrli:lill,l,C:I., PA
3. 1983 Cadillas - appraised at
4, Household goods - appraised at
5. Checking Account #2932-3224 with Meridian Bank
6. Interest accrued to date of death on Item #5
7. Savings Account #8255536800 with Meridian Baak
8. Interest accrued to date of death on Item #7
9. Refund of overpaid individual inceme taK for 1993 from the Internal
Revenue Service
10. Capital Blue Cross medical benefits
11. Unearned premium from Erie Insurance Group
12, Refund from Bell Atlantic
13. Cash
14. AARP Group Health benefits
15. 3314,34 units Active Assets Meney Trust/ NL at $1.00
16. Interest accrued to date of death on Itom # 15
17. 186.982 units Fidelity Select Home Finance, NL at, $23,92
18. 4996 units Freedom Income Trust Multi-State Serios PA 25 Semi-annual,
NL at $.6572
19. 12 units John Ilancock Properties I,TD Partnership, NL at $,.08333
20. 1100.054 units John Ilanoock TOK EKempt Income Fund, Class A, NL at $10.33
21. 298.4178 units I,ong Island Lighting Co. / common/ NYSE at $9.86575
22. 15 units Participating Income Preperty II LP/ NL at $795.67
23. Distribution on Itom #22
24. 29 shs, Scott Instruments Corp, Now, com~on/ NYSF. at $1.688
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196 20
2,682 00
1/500 00
10,316 00
5,675 19
03
2/701 07
6 35
1,000 00
12,015 94
167 00
0 11
105 00
845 60
3/314 34
4 86
4,472 61
3/283 37
00
11,363 56
2/944 12
12,292 50
358 58
48 95
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REV '47 EX AFP (12"9lj) 'I
ACN 101
OEP'Rl",N' Of ",VI NUE NOTICE OF INHERITANCE TAX
BUR"U Of INDIVIDUAl WES APPRAISEHENT / ALLOWANCE OR DISAI.LDWANCE
E;;i!f~~~~~N~~~~~ '"~-- '~~tRENE L - :~~_~UCT~~~S ~:~~~A~::SS~_:~;I~~~O~ ~~'~;r~~~~~~;~~"-~=-~
DATE OF DEATH 04-18-94 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT/ SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAVABLE TO "REGISTER GF WILLS, AGENT"
REMIT PAYMENT TO:
MELLON BANK NA
PO BOX 1010
HBG
PA 17108
I
()r
,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
[-_-:~.~u_nl R."!!H~~_~__ l
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R"E"V': i slii - Eif. A F:'ji" f i 'jf: 94 T. Nfifi C E. -ci F" YNHE iff i' A NeE. - 'fAx - A"PPRiif S E MINT"; -A L rciwA ife E. iili - - -. -"".. - - - - -..-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF UNFRIED IRENE M FILE NO. 21 94-04B1 ACN 101 DATE 03-20-95
If an assessment was issued previoUSlY, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of Ahh returns assessed to date,
ASSESSMENT OF TAX:
IS, A.ounl 01 Lln. 14 .1 Spous.l r.l. 115)
Ib, A.ount 01 Lln. 14 t...bl. .1 Lln..l/Cl... A r.l. lib)
17, A.ount 01 Lln. 14 I...bl. .t Coll.l.r.I/Cl... B r.l. (171
IB, Prlnolp.l TI. Du.
TAX RETURN WAS, I X) ACCEPTEG AS FILEG
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN aASED ONI ORIGINAL
1, Reel E.lele ISch.dul. A) 11)
2, stocks end Bond. ISchedule BI 121
3, Clo.ely H.ld Slock/P.rlner.hlp Inl.r..1 ISchedule C) 13)
4, Horlgeg../Noles Recelveble ISch.dul. 0) (4)
S, C..h/O.nk Dlposits/Hilc, Plrsonal Property (Schedule E) (5)
b, Jointly O"nld Properly ISchldulo f) Ib)
7, Transfer. ISchedule OJ 17)
S, Tot.l A...I.
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funeral Exp.n..s/Ad~. Costs/Hisc. Expen... (Schedule H) (9)
10, D.bls/HorlgIOo Llebllllles/LI.ns (Sch.dull I) 1101
ll, Tole! DlduoHnn.
12, Nel Velu. 01 T.. R.lurn
13. Chlrlt.bl./Govlrnnlnt.l alqUI.t. (Schedul. J)
14, Nol Velue 01 EsI.I. Subjoct In Te.
NOTEI
TAX CREDITS:
I PAYHENT L
DATE
07-12-94J
01-12-95
RECEIPT
NUHBER
Mr~886292
AA022701
DISCOUNT I' J
INTEREST (. J
-975,00-
,00
AHOUNT PAl D
-------1'8/525-:-00.
13/978,89
( J CHANOEO
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,00
104 , 006 ,64
,00
,00
112,631,38
134.653,58 "
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Uo'
351.291,60
18,944,52
107,450,15
Ill)
112)
113)
1141
1~6,394 67
224,896,93
,00
224,896,93
,OOX,OO,
2.840 ,61 x, 06,
222,056,32 X ,15,
118)
,00
170,44
33,308,45
33.478,89
T~TAL iA~ CREDif-F_ 33~4?8,89 ~j
!AL~~~:~L~E~~J~X~;UE~L____=~___:-_ _:_~~]
( IF TDTAL DUE IS LESS THAN $1, ND PAYHENT IS REQUIRED,
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR) / YOU HAY BE DUE
A REFUND, SEE REVERSE SlOE DF THIS FORH fOR INSTRUCTIDNS, 1
. If PAID AFTER DATE INDICATED/ SEE REVEHSE
FOR CALCULATIDN OF ADDITIONAL INTEREST,
,:..,
RESERVATIONl E.tate. of deQedent. dvlng on or before O'QI!ber 12, 1982 ~~ If any future Intere.t In the e.tate 11 trlnlf.rr.d
In PO....llon or enjoy.ent to Cla'l a (collateral) blnlflclarl,. of thl d.cedlnt after the eMplratlon of anv ..tetl for
llf. or for v.ar., the Co",onwealth hereby eMPr...lv r..erve. the right to appraJ.. and a.....tran.f.r Inhlrltance Tax..
et the lawful Cia.. B (collat.ral) rat. on any ,uch future Int.r..t.
PURPOSE OF
NOTICE,
To fulfill the r.qulr...nt. of Slctlon 21"0 of the Inh.rltano. and E'tllto Tal( Act, Aot 22 of 1991. 12 P,S.
Slctlcn 2140.
PAYNENT,
O,tllch the top portion of thl, Hotlel and ,ubltU wUh your paYoIItnt to the R.ghter of Willi prlnt.d en thu r.v.r.. .Ide.
uHakl chICk or I!oney ord.r payable tOI REGISTER OF HILLS, AGENT
All paYIt.nt, r.c.lv.d .hall fJr.t b. appll.d to any Intlr.,t which .BY be due with any r.ltalnd.r appll.d to the tal(.
REFUND (CRI,
A r.fund of . tax or.dlt, which wo. not rlque.ted on thl Tal( R.turn, Itay b. reque.t.d bv COMpleting an "AppllcatJon
for Refund Ilf Ptnn.vlvanla Inh.rltanc. llnd Estah Tax" /REV~I313I, Appllcat!on. art avellabh at the Offlc.
of the R.ghter of 111111, anlf of the 23 R.v.nu. District OffiCII, or by calling the .p.clal 24"hour
an,wlrlng ..rvlcl nUltbyr. for for". ordlrlngl In Plnn.ylvanla 1"800"362.2050, out,ld. P.nn'Ylvanla and
within local Harrl.burg ern (717) 787-809", TOO. (717) 772-225, Olearlng I.palred Only),
OIJECTIONSl Any party In Int.r..t not .ntl.fled with thl appral....nt, allowance or dl.allowance of d.ductlon., or UB',"It.nt
of tax (Inoludlng dl.cnunt or Int.roltl at shown en thl. Not In. .u.t objoot wlthJn .ll(ty (60) day. of recllpt of
this Hotlc. bYI
-.wrltt.n prote.t to the PA D,part~ent of Rlvenu., 80ard of Appeal., DIPt, 281021, Harri.burg, PA 17128.1021, OR
...l.ctlon to have the Itatter deter.lned at audJt of thl acoount of tht Plrtonal repre.entative, OR
'-appeal to the Orphan,' Court,
ADMIN
ISTRATlVE
CORRECTIONS,
Factual .rror. di.cov.red on thl. a.......nt .h~uld b. addr....d In writing tOI PA Oepatt.ent of R.venue,
Sureau of Individual Tax.., ATTNI Po.t A.t.~...nt R.vlew Unit, nept. 28C601, Harrl.burg, PA 17125.0601
Phon. (717) 787.6505. S.. pa"e 3 of the bookl.t "In.tructlon. for InhtrJtanc. Tax Return for a R..ld.nt
Dec.dent" CREY.1S0IJ for an explanation of adltlnlltratlvelY eorrtotablt errors,
DISCOUNT,
If anv tax due I. PaJd within three (51 catlndtr .ontht aft.r the dec.d.nt'. dwath, ft flye p.rc.nt (5%) dJ.count of
thl tax paJd I. allow.d,
INTERES"
tntlre.t 1. charg.d b.glnnlng wJth flr.t d~y of delinquency, or nino (9) .onth. and on. (1) day frolt the date of
duth, to the date of ply..nt. Tax.. whiCh blo", dellnqullnt b.fore January I, 1982 b.ar Jnter..t at the rate of
.ix /6%) plroent p.r annul calculated at a dally rat. of ,000164. All tll(l. which beca., d,llnquent on and aft.r
Ja'Iuary 1, 1982 will bear lnhr..t Itt a ratl which will vary frc. calendar yur to calendar Yllr with that rat.
announced bv the PA D,par'.lnt of Revenue, Th. applicable Intere.t rat.. for 1982 through 1995 arel
'!!!!; Inter..t RU. Dally Inter..t Factur Y!!r Inhr..t Rat. Dally Inttrllt Factor
1982 20X ,000S48 1981 9% ,000241
19e1 16X .001]438 l.se-l991 11% ,000101
1984 lIX .000301 1992 9% ,000241
U8!i 13X .000356 1995.1994 7% ,000192
1986 lOX ,000214 1995 9% ,000247
"Inter..t It calculated a. fOllow"l
INTEREST' BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notle. I..uld aft.r thl tal( blco.e. dllinquent wIll r.fl,et an Int.r'lt oftlculatlon to flft.en CIS) dav.
b.yond thl date of the 1I.....I.nt. If pay..nt I. ..de after the Inter..t co.pubtlon unte .hoMn on the
Hotle., additional Int.r..t _u.t b, calculated,
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CUMBERLAND COUNTY COURT HOUSE
REGISTER OF WILLS
1 COURT HOUSE SQUARE
CARLISLE. PA 17013
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