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Home My WebLink About94-00537 \ ~ " ", \ ".''1::;: ({frl/,- ,-;-~,,:.~ '"; ", L," , j" Ii " '" PETITION FOR PRODA TE and GRANT OF LETTERS No. __0<1- 94... 537 To: Register of Wills for the ~ Deceased. County of Cumberland...- In the Sac/a/ Security No. 1 B B - 32 - 4 'j n 4 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petltloner(s), who Is/are 18 years of age or older an the exe~t or ~ q In the last will of the above decedent, dated arcn and codlcll(s) dated Eslale of GRACE E. GaRTNeR a/so known as nllf'}ed ,19_ (SIBle relevant circumstance!. e,g. renunciation. death or executor, etc.) Decendent was domiciled at death In Cumberland County, Pennsylvania. with her Jast family o~ p'rlnclpalJcsldence.JIl Messiah Village. Upper Allen TOWnsulp,"'Iecnanlcsuurg, PA (I1s1 '\''''1. number .nd munclp.llty) Decendent, thefl9 B ,ycqriof age, died May 31 . 1994 at i1essiah Vll age . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: Decendent al death owned property with estimated values as follows: (If domiciled In Pa.) All ~ersonal property $ 985, 000 (If not domiciled In Pa.) Personal properlY In Pennsylvania $ (If not domiciled In Pa.) Personal property In County $ Value of real eslate In Pennsylvania $ situated as follows: WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codlcll(s) presented herewith and the grant of lellers teAtamAnta ry (Imam'IlI"" admlnluratlon c.I.a.; admlnlmatlon d.b.n.c.t.a.) theron. I~ 11 J~ \,IL' " Ii!" ,} r'" (.6..... .' (l,.. {~L_, 'f-J Dauphin Deposit Bank and 'l'rust coml)any 213 Market Street Harrisburg. PA 17101 / --;1/ ,7 )7 ~ r . ..:..? OJ / OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } sa COUNTY OF CUMBERLAND , The petltloner(s) above-named swear(s) or afflrm(s) that the statements In the foregoing petition are Irue and correct to the best of the knowledge and belief of petitloner(s) and that as personal represen. latlve(s) of the above decedent petltloner(s) will well and truly administer the estate according to law, . ,.. I'/i '/ )// { '1-,' 1./(1'\\..1 11 <')11)(.,( Sworn to or affirmed and SUbscrlbed~ . I., "it<. ,I),,~ lu tIl before me his . 131 H d f I / l~' LI.rl.<J ' .u.-' iti ' MARY C. L WIS Reg/sle'" tJ ol:!, . ,,' .;' .": l "..' "'/I\:~' \ :'. l' 'If/ " " t I J,,'" I ,. ,\'1(.' (,\... at ,~, '1'1;.1, t,:.'J / . I'.:" .' ,: }'\I!\''h'(')'~ '~'h"f~:/..dl \';.1.' ... ," "J\'~', Vl'i" !'".~ .....; ~:\, '"II'~)(I;~~!,6 .,.'^..r4\,l,l~ '<'1". I" l' " ~"l ~ 'I" . ,~..\/.. I~,. I 'I'. . " . '': rV\'J:f ~':\'I \~i 'r ''),~ ,~, : ,,' "l',}, .' ~N ,\:t;,',\ J~ j'i't1Jo~"I'::", . ".,1,' ,'.. 'r, 1\,; I. 1",'Y/,ilt!i.'.:!t~ll:l~'.\f'~ ":I"tb .' . ' :',\\, (1., ',.,." ,,(.'WI' ' " '.' l' ::"I?:\" "~':\ '. 'l\"';;'~" ~.J . ~ . ~ " . I ,'" I ~ ',,, ".L4J "', . 'I 1" . "',", I, l ~ ''-1,.. ' ,'I I '\'" I ",,' . ",. '.' \:~ ~ :.,'.' '. ~, ; I , . ~ "~ ",'.' ,I , ' \; . 'I , ~( '~'~t~j )\:.:~I ..;,::-r' ..f; , ~. '<"',.. ','';, :':-',.1,.. '\t'-.,', _' ',rYi,.' "t"'I:""l:'" .,; \ "1,,(0, '. '"", "\ ;, )"') ','JH''{I\_''I'' .-, ".')",,~":';:,<:'/ :'-' I '>,::;':',":' ". "t,... ,.."~,~I/~'::"'."l j 'I:" -, .. , . ..r. \., . . (", ,',' . '"r't'.., ,,' 'n ". 'I::i. ':_;; 't~ \,i~:,. . _ i: .~i~'\V'.. ~ _. ' -.1"-"1\.' "., .,~ ""..' '..' " _ .... t ,- ~. ,.', 1'1':, ';", ,"'. _ ,; ..; -',.', ..,', \ f . _,'..', _ I" ~:\' ,":'-'~'l.~. 'c' r,," ~.:;~.,~ :,,~ . ~'~\J~;;',~\'I" . ,,;' ,;.:.".~,.:~;" '("',;, , ",'" """"1, '-It::'-,;':';".,:,,:,,,,; ~,l, ~ '.r(;), " )'" . ., '} c, .'~,'. , , 1., ..1,' . .. '\ ,!"', !', i '_" ,; ,~', ~ ;' : ., " :",... \", '-," I ;', l''jj '\,[' \d"i.. ,,' . , " \ \ " ". "" I ' , '. : ;. J .. ' '.;, _, ': ' ~ -, , ,\; ~" ,'l~~,\\;: f."\~:'\~f\'.,r.' ~ ,""'r' . ,",\. II''',''. ....,1' \ -.f '., LAS'f mr,L AND TgRTAMr:N'I' 01" tlMCI~ g. GOR'NWH I I GRACf: g, GORTN~:R of the Borough of Camp Hill, Cumbel'land County, l'onn'JYlvanill, deolare thil.l to be my Last lUll and Testa- ment, hereby reVOking any will previously made by me. I - I direct the payment of all my just debts and fUller'll uxp(~n,jOlJ out of lilY u9tato 1\9 soon as may be practioal after m}' dellth. II - I deviso llr.Ll b(~(IUuath all the rest, rosidue and remainder of my estate of 11hatovel' nature "nd whurasoever situate unto my brother, William H. Gortner. III - Should my s/lid brother predocease 1110, then I deVis and begllOl\th all of said roaidllCl in equal fJhares to my aisters- in-law, Madalyn U. Gortner and Susie P. Gartner. Should either pl'edeoeas8 me, her share shall lapse and be distributed to tho surViVing sister-in-law. IV .. I appoint Dnuphin Deposit Dank and Trust Company, Camp Hill, Pennsylvania, Executor of this, my Last Will and 'l'8sta- ment, to serve as suoh Idthout tho necessity of posting bond in this or any jurisdiotion. IN WITNESS Wl1f:REOF, I have hereunto set my hand and sOlll on this, the ''Ir.v . day of .___.~...__.__.._, 1977. J / j,hCi<1~' { *iiJ;~-1/ -=-..__L!:!L}aCL_......,.:._Q.t~.t____ (Sr~lIL) Grace E. Gartner. . SUKR . MYtRV ....nl1H~I'" '" I\\l, :..... "" N......n Inl" :,JANf HILL, PIHNinVAl(lA 11011 Signed, sealed, publiShed and dMlilred by GltJ\CI': E. GORTNER, Testa- trix tho rein namlld, on this sheot of paper as and for her L89 t Wi! and Testament in our. prosence, who I in her presence, at her request and in the prtl80nce of each other, have her/Jun to suh- scribed our names 1I9 attosting witnessos. Isl James K. Arnold ------Name--..------.-- Camp Hill, Pa. -'-----.-- MdreSl -~---- . Is.l,~.~m E.' Kell~,. , t"'l i'~ ' "I',., ~,.. ,', I' ,In_, , ;'"I~?;: .:~\~',:X_,::h,~,-::>J ,', ,i,"'/,',::;,7Ji '~ -., " " '. ,",." ".:"':" '. ":~ , , ... ," " . R.S" 13 3J 1./ f I ~VenlOry ollhe real and pelsonal est ale 01 (SEE ATTACHED) 'i .. GRACE E. GORTNE~ " . . deceased , " " I, " ~O ~ :D " ~. ~ 8.~~ 1f1 ~ ~r "' , m 0 I" .l'l. i1 '.1 :j . () ') ,J ~" '!,. ~"" <.0: , ,. a < I , f< ::.11> -' Iii :ot: iJI :P;;l ..., - c- " COMMONWlALTH 0' PENNSYLVANIA COUNTY 0' CUM'ULAND } III (;1"- .. Sue Mauery I Vice President and Trust Officer of Dauphin deposit Bank and Trust Company b.ln9 dilly _ sYlorn .eco,c/1n9 to ,.w, d.po... .nd I'YI th.t th.y, are Bxecutor 0' the Edit. 0' Grace E. Gartner 1.1. 0' -.Messiah VI}la~e. lOll .l~lt. Al!!m Dr.. Mech , Cumb.,llnd County, Pt., d"....d .nd thlt the wllhln II .n Inv.ntory m.d. by _~~~d Trust Co. ,th. 1~ld Executors 0' the .ntl,. ..tit. 01 ..Id dle.denl, eonllllln9 01 .lIlhl perlan.1 p,op'.rty .nd ,"I ..t.t., except ,..1 ..ht. ouhld. Ih. Commonwlllth 0' P.nnlylv.nl., .nd Ihlt the I1gu,.. oppollt. ..ch Item 0' the In'v.ntory "p",.nt It', fel, v.llI. II 0' the dlt. 0' d.e.dent'l d..lh. Dauphin miposlt Bank and Trust Company I Executor of the Estate of Grace E. Gartner BY: ,~.J;',u' /) 7 ""L<.'_ ~<.~"" b~cvf., . ~~ Vice President/Trust Officer Sworn end luble,lb.d b.,o,. m., 0/ c: r) 19 '-- /t' (;'<,;#?~ D.t. .f Duth - NOI'lrial SOill Mary AI,'" Andotson, NOlary Pobllc Harrisburg, Daophin Coonly My Commission E'piro" Oct. 30, 199U Morrmr, P~J,ln/;1 ^~"ro!lti()fl III Nl1r,lrit~ 31 May 213 Market Street ~OBt Office Box' 2961. Harrlsburll', A44/M1 PA 17105 1994 0., M..tlI YIt, INSTRucTiONS I. Art Inv.ntory mu" b. m.d wIthIn th,.. month I .ft., .ppolntm.nt 0' plrlonl' "pr...nhtlv.. 2. A luppl.m.nt Inv.nlory mUlt b. m.d wlthrn thIrty dlyt 0' dlscov.ry 0' Iddlt/onll.Il.h. J. Addltlonlllh..h mlY b. .ttlch.d II to plrlonllty 0' ,"I.., of. S.. Arlld. IV, Flducl.rl.. Act 01 1949. . ~ ~ . i ~~ Cl 1 It: Cl ~ ... t . z j E-o I ~ W IIC ~ It: ~ r : ~ ~ ~ 0 i t.'l ~ o ~ . .; j ~ ~ o 0 ~ 'S - ffi ~ t.l III Z ~ Qj ~ lI. :E l t.'l ... 0 J 1 oil ~ e 9 " 'gQ ~~ '0,:0 . '10: .m ',n! p " . i'" \(':') .,~~ ...,., ,,'\.1 " 'f , ;:"'," 0 " " -. :~",., I 10 I 0 . , :,'. ~ , 1.'1 ..,1 , r),' '1:1 ': , .. ,",1 :1';-;1 -. ~ \. ", , " ,,' d, ,i .' ","~ , " , , " ,0 ~ ' ..-,' \, In " (! .,1'1. L"" I' '\ , " ',i' , I' ,'j: '" ", i ' , " ;", '" "" ' ',' 0' '." I> ',I , ' ",,);"tlV~llrtlfythat wrtnllnnllfrr:t. of th~ filing of.thls Statr,-'onl ',: I" ',:: f';oPCllllld DI&lributlul, ,,' ,i :"~ IIHIII, time and plac" Wllun II~ sar,lt! will be pra8un" , 10 Ir'fi COU" for confirmation and ',,',p Illst'dav to file wmt,,,, OUJuoliona to Mid SlItement of i' ,,%"d DJ8trlbution. has be8f'l given to every lK1pIld ol.'mant ~,,(l 10 uvery other pereon known to the IOOOUntlnt to heve 01 olalm >In inter", in the ....t. _creditor, bIneffoI.ry, heir or next of kin. A copy of Mid 8tat1m1nt wull1cluded with the notJoe. , 'H' 'J ~ . J l' II' ~ ~ ~ 1 ~ ~!~ ( . ~ ~ ~ .... 'O,j i 2 ! t 5 . CI) <::) :e >- ~ <.I 1~~ 8 g>~ ~a l <::)~ ~ .... ~ <::)~ ~ wll i!~i!i u <.I:::,; ~ ::i! ~tj ~W~ 8 ;~II ~ ; "It,) Q<.I ~]lti '.,~ ~ ~i'a 1 i .Jill ! 'l: ~ 11 ~~ <::) It }lj :a ,u <.I I ~ s - ~ tt: I :~B ~ :lI: '1 .... ff~all"5 ~8i!'! f~~. ,.I} :: ~B ih , , '" ,'I' I ", 'I, , " " ,\-, , I ," ,0' , " . " ,. " .' " , .., ,.,....-..~,_...-----~--'. , . O Dauphin DeDOSIt, Bank .. ~1\itc~ 'i' 0, , ., \ ( ~ G\. k 1,'- " '.,' , , " 1, ", ,,' I ,,)', '" l ~ t' ~I Q ~ ;. I> 1il " ..: i~ .;r~; 1,-'.1, '" '-:>, :""-:n.~i! d, " ""';..'.1';',' ,.. , IlL;;/, I, I"" , , ,I.'>[':,!l;:.' , ...... ,":r';"i!;i;j(fi~N~r:;(~1 ,,,, 'I "" '1,1' , ", " '.' .,/- 'l't/.'oJ,?:,. -"-. ,.;.. <'01;.1"": PRINCIPAL Page Reoeipts: Per Inventory Filbd or Balanoe of Prior Aooount1,OOO,655.70 .3 This Acoount 1,900.95 3 Net Gain (or Loas) on Sales or Other Disposition/Prinoipal (3,214.46) 4 Less Disbursemsnts: Debts of Decedent Funeral Expenses Administration Expsnses Federal/State Taxes Fees & Commissions Family Exemption Ba1anoe before Distributions Distributions to Beneficiaries Principal Balanoe on Hand For Information: Inveatmsnts Made Changes in Investment Holdings INCOME Receipte: Per Prior Account Filed This Aocount 3,337,94 6,567,00 1,666,39 234,871.19 45,864,60 0,00 Net Gain (or Loss) on Sales or Other Disposition/Inoome Less Disburssments Balance Before Distribution Distributions to Benefioiaries Income Balance on !land For Information: Investmenta Made Chenges in Investment Holdings Combined Balanoe on Hand -2- 999,342.19 5 5 5-6 6 6 292,307.12 707,035.07 350,000.00 7 357,035.07 8 0,00 22,815.76 9 0,00 22,815.76 1,140.78 10 . -,.................... .. 21,674,98 0,00 ........................ .. 21,674.98 11 378,710.05 -.-.,..--- 1995.01.25 Cumberland County Register of Wills . Additional Probate Fee 35.00 1995-02.21 Dauphin Deposit Bank and Trust 7.19 Co. . Reimbursement For .............' '1,666.39 Postage on Form 706 " Federal and State Taxes: 1994.08.25 Cumberland County Register of 128,250.00 Wills - FA Inheritance Tax Payment of $135,000 Less 51. Discount $6,750 1995.01.11 Cumberland County Register of 6,587.24 Wills - PA Inheritance Tax Balance Due 1995.01-11 Internal Revenue Service 99,993.95 Federal Estate Tax 1995-04.05 PA Department of Revenue 40.00 1994 Pers ona1 Income Tax .........-... 234,871.19 Fees and Commisaions: 1995.05.31 Dauphin Deposit Bank and Trust Co. - Executor's Fee 30,576.40 Reserved: Saidis, Guido, Shuff & Masland 15,288.20 Attorney's Fee ............. 45,864.60 Total Disbursements of Prinoipal 292,307.12 -- .6. ,,, , " " i Cashl ....... Urlinvllsted Nav'igator' Fund " , '" " " " " " , II"" ,.1, '" " PRINCIPAL BALANCE ON HAND " "., " , , " , " " " "., " " '" , . I" " " " " ','I, '" " " ," " q,' , , I": "/', ,./' 'I I, \.', I, "" 1'- " ,I'" " " ,'jil ,. '" , .8. '" 'I' I, 'I, " " " '1", " " Current Fiduoiary Value Aoquis itI on 08/29/95 Value ......,....... .. ................ 35.07 35.07 357,000.00 357,000.00 .............. .'. '!.... ...................... .. 357,035,07 357,035.07 - ~- " " ". ",' , " ','I; ,. I', " '; " " ,,' " " 1,1.. I::J: ,: " ;,\ /,.. I'" , I .." , 1 " ,,' .' \," " '" , '"'' p 'I, Ii;,' d" '1,' , I I, "" " I " , I, I, " '. {.\' ",i "" I, " , " " RECEIPTS OF INCOME Int\lreat: 1994-07-01' Navigator Fund 1,455.~0 " " 1994-07-11 Dauphin Deposit Bank, Trustee 0.17 under Agreement with Craoe E, Gortner - Closing Interest 1994-08-01 Navigator Fund 1,852.14 1994-09-01 Navigator Fund 2,121. 98 1994-10.03 Navigator Fund 1,964.54 ,. 199/,-11-01 Navigator Fund 2,043.96 1994-12.01 Navigator Fund 2,156,02 1995-01-03 Navigator Fund 2,547.11 1995-02-01 Navigator Fund . 1,731. 83 199!l-03-01 Navigator Fund 1,100.26 1995-04-03 Navigator Fund 1,201.47 1995-05-01 Navigator Fund 1,230.47 1995-06-01 Navigator Fund 1,328.62 1995-07-05 Navigator Fund 1,076.23 1995-08-01 Navigator Fund ' 1,005.66 ............... 22,815.76 ....................... .. Total Receipts of Inoome 22,815.76 ---- .9- I .\, , , , , II DISBURS~ENTS OF INCOME I 1994.08-26 Dauphin Deposit Bank and Trust Co. - Commiasion 1994-11.,25 Dauphin Deposit Bank and Truat Co. - Commission 1995-02-23 Dauphin Deposit Bank and Trust Co. . Commission 1995.05-25 Dauphin Deposit Bank and Trust Co. -/ Commission 1995-08-28 ' Dauphin Deposit Bank and Trust Co. - Commission 16!1. 37 306.52 321. 75 ' 176.61 170.53 1,140.78 .............. " ,Total lJisbursements, o~ Income 1,~40. 78 -- - I' " " ,,',', 'I , ,., ,; ", ,,, , 'I' I., ::1. I ,', " " II , ,\ II " " " " ii' "., i: I " " I' ! " I' I' ,': dl -10- \, " ,,, I" I, " ", , " ,I' ,1,\ " ',I 'I '" " 'I" Ii " "., j " I' , ' " " '" " " i, I, , I ", '" .. " ,'0'" I' ,;" \ , I" I' '" 'I' ,;' " , I 'I , I, I' I' " ", \ Cashl "..... . , Uninvested ,Navi'gator, Fund , (, ";"" " '," " 'I '\,. '" j.,.,' I' 'I' " , I I, '; " , ", " , , \ P " , ,lI' ;,'1 'I'" i q, ," q, I' " /, " I' ': '",\. , 'i,l,' i ,'~ ' I ' , " i' H" I I, " , P' , " INCOME BALANCE ON HAND I' ;',1' Current 'Value 08/29/95 Fiduciary Acquisiticn Value .....--. ............. 74;98 21,600.00 ............. ;, 21,674.98 I', " , , 'iI', " " I' " I" t,'- '-,'\ ',I: " ",' '" I" '" q'r,', i! 'I ,V' I' l! ';, " I, I ,,' " I, ,t, ,;; " /.. " ", ';'-' It, ," I I' 'I " " ,,' ", " Ii:' I' ,"'j I' ;11- I, , I' ,I 1-' " " '\01 'i'j' , ' f, ,. P I " ,I:.. I,'.., " " I, I, "t, \ ',"- ,I I\L i1l' -- - , , ' 74.98 2,1,600.00 21,674.98 -- ," , , I' I , I, " 'I' I" " " I", " I' ;, t ii' 'I " " "I , " "j, , ,I It' " "~I; i ~ ,i , "" 'I' " r',ll I' " 'I" 0- ,. ,'- Ii' ,I 1"1 I," h' i, r .1', I' ;,' ,;'j I, ,I,., " ,'r' t,; " , f! " " ',-,1-: "; I ~, ,I ~, I,'; Ii , ~ ' ," d' " I," '\' ,,' " ,I, ", ,,' " PRINCIPAL Page Reoeipts: Balanoe of Prior Aooount This Aooount 0.00 911,731.41 3-8 Net Gain (or Loss) on Salea or Other Dl,sposition/Prinoipal 41,064.25 9-12 952.795.66 Less: General Disbursements Fees 8,336.00 0.00 8,336.00 13 .................................................. .. Balanoe before Distributions Distrib. to Benefioiaries 944,'.59.66 944,459.66 14 Prinoipal Balanoe on Hand 0.00 15 For Information: Inveatments Made Changes in Investment Holdings 16-19 19 INCOME Inoome Balanoe on Hand 0.00 26,362.73 20-21 0.00 ........................ 26,362.73 17,459.21 22 ...... '........... ........ 8,903.52 8,903 . 52 23 ..................... 0.00 24 Reoeipts: Balance of Prior Account Thi s Aooount Net Gain (or Loss) on Salee or Other Disposition/IncOme Lass: Disbursemente Balance Before Distribution Distributions to Benefioiaries For Information: Investmente Made Changes in Investment Holdings Combined Balance on Hand 0.00 ~--- ,. I' -2- ,~. ' I 1985.07.22 Trahsfer from Income for 22.07 re investment 1985.12-02 Transfer from Income for 20,000.00 re investment 1986.01-02 Transfer from Income for 5,000.00 re investment 1986-05-05 Transfer from Inoome for 5,ooo,do reinvestment 1986-06-05 Transfer from Income for 15,000.00 reinvestment 1986.09-04 Tranefer from Income for 5,000.00 reinvestment 1986-11-28 Transfer from Incomo for 10,000,00 reinvestment 1987-04-21 Transfer from Income for 10 ,000.00 reinvestment 1987-05-22 Transfer fnllll Income for 10 ,000.00 reinvestment 1987-09.29 Transfer from Income for 5,000.00 reinvestment 1987-12-21 Transfer from Inoome for 15,000.00 rainvestment 1988-06-01 Transfer from Income for 13,000.00 reinvestment 1988-07-25 Transfer from Income for 5,000.00 re investment 1988-09-28 Transfer from Income for 4,000.00 , reinvestment. 1988-10-26 Transfer from Income for 3,000.00 re investment 1988-11-29 Transfer from Income for 7,000.00 reinvestment 1989-01-25 Transfer from Income for 5,000.00 reinvestment 1989-06-26 Transfer from Income for 10,000.00 reinvestment 1989-07-24 Transfer from Inoome for 5,000.00 reinvestment -5- 1989-09-26 Transhr from Inoome for 3,000.00 reinvestment 1989-10-24 Transfer from Inoome for 3,000,00 reinvestment 1989-11-20 Transfer f~om Inoome for 5,000,00 reinvestmett 1990-03-27 Transfer from Inoome for 10,000.00 reinvestment 1990-05-24 Transfer from Inoome for 7,000,00 reinvestment 1990-07-16 Transfer from Inoome for 5,000.00 reinvestment 19\10-09-26 Transfer from Inoome for 4,000.00 reinvestment 1990-12-21 Transfer from Inoome for 10,000,00 reinvestment 1991.04-26 Transfer from Inoome for 5,000,00 reinvestment 1991-06-27 Tranefer from Inoome for 8,000.00 relnveetment 1991-08-30 Transfer from Inoome for 5,000.00 reinvestment 1991-11-29 Transfer from Inoome for 5,000.00 reinvestment 1992-02-28 Transfer from Inoome for 5,000.00 reinvestment 1992.03.30 Tranafer from Income for 5,000.00 reinvestment 1992-04-30 Transfer from Income for 5,000.00 reinvestment 1992-06-30 Trensfer from Income for 5,000.00 reinvestment 1992-09-25 Transfer from Income for 5;000.00 reinvestment 1992-12-23 Transfer from Inoome for 10,000.00 reinvestment -6- 1983.09.07 $1,000 U,S. Treasury Savings BondSl Series H Net Proceeds 1,000.00 II Fid. Acq. Valull 1,000.00 0.00 0.00 1984.01-25 $14,500 U.S. Treasury Savings Bonda Seriea H Net Proceeda 14,500.00 Fid. Acq. Value 14,500.00 0.00 0,00 1985-01-29 $10,000 U.S. Treasury Savings Bonde Seriee H Net Proceeds 10,000.00 Fld, Acq. Value 10,000.00 0.00 0.00 1986.01-23 $20,000 U,S. Treaeury Savings Bonds Series H Net Proceeds 20,000.00 Fid. Acq. Value 20,000.00 0.00 0.00 1987.03-09 $30,000 U.S. Treaaury Savings Bonds Ser ies H Net Proceeds 30,000,00 Fid. Acq, Value 30,000,00 0.00 0,00 1988-01-28 $40,000 U,S, Treasury Savinge Bonds Series H Net Proceeds 40,000.00 Fid. Acq. Value 40,000.00 0.00 0.00 1989.0~.31 $50,000 U.S. Treasury Savings Bonds Seri BS H Net Proceeds 50,000,00 Fid. Acq. Value 50,000.00 0.00 0,00 .1990-05-21 $50,000 U.S. Treasury Savings Bond Series H Nst Proceeds 50,000.00 Fid, Acq, Value 50,000.00 0.00 0,00 .10. 1991.05.13 $50,000 U.S. Treaeury Savings Bonds Series H Net Proceada 50,000.00 Fid. Acq. Valuo 50,000.00 0.00 0.00 1993.06.02 $50,000 U.S. Treaeury Savings Bondll Series H Net Proceeds 50,000.00 Fid. Aoq, Value 50,000.00 0.00 0.00 1993-11-09 Watch and Coins Net Proceeds 783.00 Fid. Acq. Value 1,385.00 0.00 602.00 1994-03-02 4,394 units Municipal Bond Fund Net Proceeds 50,001.66 Fid. Acq. Value 46,975.83 3,025.83 0.00 1994-04-05 4,482 unita Municipal Bond Fund Net Proceeds 50,008.04 Fid. Acq. Value 47,916.63 . 2,1091.41 0.00 1994.05-03 1,797 units Municipsl Bond Fund Net Proceeds 20,000.56 Fid. Acq. Value 19,211.55 789.01 0;00 1994.06.03 17,703 units Fixed Income Collective Inveatment Fund Net Prooeeds .183,354.59 Fid. flcq. Value 190,769.42 0.00 7,414.83 .11- " I' I" ,( .' 1994.06.03 I' .' ,j,,' " I, " 'I ,II " 67,O~6 units Municipal Bond Fund Net Proceeds Fid. Aoq. Value 747,593.96 716,996.08 Total Gaina and Losses/Prinoipa1 Less Loss ,Net Gain I' " 'I " " I',' I' " 'I " " " ':' " I;H' " " I' '11 " .','1 'I '4 t, " " ",I, I, I I' ,"' 'or. I " " " " ,I " I' , " I I , I' I I , I , I " ,,-., I',,: " , I: '" "~I' "I" ,,, I \ I, " ,I " .12. 30,597,88 " 50,028,18 8,963,93 ............" . 41,064,25 ___tId II I, " I Ii'" I' I, " I' " I". " ,"'d' " " , I' 'I " , I,', - " '" I, " " '" ,', 'I , , ", ", 'I' " .,'," ,',' " , " \, 0,00 8,963,.93 " " I, , " 'l , I, " '" " 'I I' DISBURSEMENTS OF PRINCIPAL General Diabursements: 1~80-07-17 Transfer to Inoome for reinvestment 1980-09-11 Transfer to Inoome for' reinvestment 1,000.00 1,000.00 I 700.00 600.00 . 36.00 1980-08-14 Trensfer to Inoome for . rElinvestment 1980-10-14 Transfer to Inoome for reinvestment 1985-07-09 Reimbursement paid to NorthElastern Bank of PA . 1/3 share of Bill from Ablington MonumElnt Co. for Susie F. GortnElr 1992-12-22 Transfer to Inoome for reinvestment 5,000.00 8,336,00 Totsl Disbursements of Principal 8,336.00 -- - " , " , " , ' d ,: .' " !. ,i " " I'" " " f. 'I < \' , " " " , , I' I" -13- D~SBURSEMENTS OF PRINCIPAL General Disbursements: ,'1980-01-17 Transfer to Income for reinvestment 1980-08-14 Transfer to Income fOl' reinveatmant , , 1980-09-11 Transfer tc Income fcr reinvestment 1980-10-14 Transfer to Income for reinvestment 1985-07-09 Reimbursement paid to Northeastern Bank of PA - ,1/3 share of Bill from Ab1ingtcn Monument Co. for Susie F. Gortner 1992-12-22 Transfer to Inccme for reinvestment 5 1000.00 Tcta1 Disbursements of Principal I' " " 'r " " " " , , 'I 1'1 ,I' , ' 'Ii , , , , ",' ,o' !I , ' " , " " -13- " '" " :' ',' " ,.; ", 8,336.00' .............-..... 8,336'.00 ------:-~ " "I .' " " '", " , " ,,' . " '. . ,...!' .. ._........~;""'.........._... '......,... .,.:...,J""-'I'f'I,~"'" DISTRIBUTIONS OF PRINCIPAL TO DENEFICIARIES 1994-06-14 Graoe E. Gortner Estate - .747,593.96 Prooeeda from Sale of 67,066 units Municipal Bond Fund 1994-06-14. Graoe E. Gortner Estate . 183,354.59 Prooeeds from Sale of 17,703 units Fixed Inoomo Colleotlve Investment Fund 1994-06-14 Graoe E. Gortner Estate - 5,000.00 Ba1anoo of Navigator Fund as of date of death 1994-06-14 Graoe E. Gortner Estate 34.1;1 Prinoipal Cash as of da'te of death 1994-06-14 Graoe E. Gortner Estate - 576 3,510;00 shares General Eleotrio Co. 1994-06-14 Graoe E. Gortner Estate - 344 4,966.50 shares Exxon Corp. ................. 944,459.66 ................ Total Distributions of Principal 9/.4 ,459. 66 , , ., , ., , ' -14- INFORMATION SCHEDULES--PRINCIPAL Investments Made: 1980.12.10 4,544 units Fixed Income 38,074.63 Collective Investment Fund 1981.01.14 67.486 shares Dividend Shares 189.30 Ino. 1981-03-06 60 units Fixed Income 500.18 Collective Investment Fund 1981.10.13 1,250 units Fixed Income 9,994.13 Collective Investment Fund 1981-11-09 24 units Fixed Income 197..45 Collective Investment Fund 1981-l?,-14 2,813 units Municipal Bond 28,494.28 Fund 1982-02-10 1,007 units Municipal Bond 9,999.61 Fund 1982-06-09 993 units Municipal Bond Fund 9,994.35 1982-10-13 4,079 units Municipal Bond 42,041. 44 Fund 1982-12-09 1,644 units Municipal Bond 16,990.41 Fund 1983-03-03 2,885 units Municipal Bond 30,758.14 Fund 1983-06-06 953 units Municipal Bond Fund 9,996.11 1983-07-07 475 units Municipal Bond Fund 4,993.15 1983-08-03 5,172 units Municipal Bond 53,996.71 Fund 1983-10-05 96 units Municipal Bond Fund 992.31 1983-12-06 1,464 units Municipal Bond 14,996.63 Fund 1984 - 02 - 03 1,394 units Municipal Bond 14,505.41 Fund 1984-06-05 999 units Munioipal Bond Fund 10,055.91 1984-08-03 277 units Municipal Bond Fund 2,793.54 1984-12-05 968 units Municipal Bond Fund 10,002.80 -16. 198'9-08-02 461 units Munioipa1 Bond Fund 4,994.31 1989-10-03 280 units Munioipa1 Bond Fund 3,007,28 1989-11-02 279 units Munioipa1 Bond Fund 2,998,69 1989-12-04 463 unl ts Munio ipa1 Bond Fund 4,995,34 1990-04-03 930 units Munioipal Bond Fund 10,006,31 1990-06-04 5,320 units Munioipal Bond 56,993,03 Fund 1990-08-02 463 units Munioipal Bond Fund 5,001.27 1990-10-02 372 units Munioipal Bond Fund 3,999.58 1991-01-03 457 units Munioipal Bond Fund 4,989.53 1991-04.02 455 units Munioipal Bond Fund 5,019,61 1991-05-02 453 unit& Munioipal Bond Fund 4 , 990 , 98 1991-06-04 4,530 units Munioipa1 Bond 50,001. 65 Fund 1991-07-02 727 units Munioipal Bond Fund 7,998,01 1991-09-04 451 units Munioipal Bond Fund 4,990,15 1991-12-04 448 units Municipal Bond Fund 4,994.35 1992-03-04 447 units Municipal Bond Fund 4 , 994 , 56 1992-04-02 449 units Municipal Bond Fund 4 ,997, 19 1992-05-04 450 units Municipal Bond Fund 4 ,992,92 1992-07-03 443 units Munioipal Bond Fund 4,996.49 1992-10-02 438 units Municipal Bond Fund 4,990,01 1993-01-06 443 units Municipal Bond Fund 5,049,99 1993-02-03 352 units Municipal Bond Fund 3 , 993 , 01 1993-05-05 454 units Fixed Income 4,999.36 Collective Investment Fund 1993-07-06 4,531 units Fixed Inoome 50,000.70 Collective Investment Fund 1993-09-02 448 units Fixed Income 4 , 989 , 17 Collective Investment Fund -18- RECEIPTS OF INCOME Waiver of Inoome Aooounting: 8;360,43 Periodiu statements were ..............'....... 8,360.43 submitted to the life tenant; therefore, the aooountant oharges itself with the income balance in accordanoe with the la~t statement of 02/20/94 Dividende: 1994-03-10 Exxon Corp. 247 . 68 1994-04-25 General Electric Co.. 207.36 .................. 455.04 Interest: 1994-03-02 Navigator Fund 14.60 1994-04-04 Navigat.or Fund 19.24 1994-05-03 Navigator Fund 24.06 1994-07-11 Navigator Fund - Closing 0.17 Interest ................. 58.07 Other: 1994-03-02 Commonwealth of PA - Benefi ts ,864.10 1994-03-02 Fixed Inoome Col1eotive 364 . 96 Investment Fund 1994-03-02 Municipal Bond Fund 3,870.46 1994-03-08 U.S. Treasury - Social 653.00 Security Benefits 1994-03-14 Equitable Life of Iowa 29.89 Annuity 1994-03-14 Massaohusetts Mutual Life 13.41 Insurance Co. - Annuity 1994-04-01 Commonwealth of PA - Benefits 864.10 1994-04-05 Fixed Inoome Collective 655.27 Investment Fund 1994-04-05 Munioipal Bond Fund 3,624.29 -20- I' 'p .'1 ,I, ,II 'I',' Iii " " " ",.' I' /' DISTRIBUTIONS OF INCOME TO BENEFICIARIES ,,' 1994~06-15' Graoe E. Gortner Estate - Inooms Cash as of dste of death , , 1994-06-16 Graoe E. Gortner Estate- Navigstor Fund as of date of death 1994-07-11 "t< " ,I' t, " I. "j, Graoe E. Gortner Estate - Closing Interest on NavIgator Fund Total Distributions of Inoome " ", /, " I-I " Ii " ,!"I " , " ;! ", I, " .' " " I ~ ,,' I ,,' '" .' " .' .' " , , " ' ,,' i" ;," " ' i" , " " [I .. , , I, " , " " , .23- 3.35 8,900.00 0;17 .....................,... .. ,l' I'_. , I' " 1'., , ", 'I !" :' " .. ,.., j, '" I! " " , I ! 8,903.52 , .... ""...... .......... -.- 8,903.52 ------ ,I, ( .' ", .' .' " " , ,ii'" "I, " , " , i ~ iI .. , , " :.i j-, I " " " i, " 'I' ." I' ,/ '" () J:' f'\. .;:J cOM~:'~~~W~oWl1t'111)UANIA HARHIOiB~t,~i'~h'-OIlOI ''\,\, ILf hd,/7 -ICJ.. INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS FlU! NUMBER REV" tlO:JEX .(12-11) I cl~ ~IC K~~ I~ 2194-0537 COUNTV CODE VEAR Dauphin Deposit Bank and Trust 213 Market Street Harrisbur , PA 17105 None 49,664.18 None None 950,991. 52 SOCIAL SECURITVNUMBER 188-32.4304 X 1. Original Return OEcEOENrs COMPLETE AOORESS Messiah Village P,O, Box 2015 DATE OF elRTH Mechanicsburg, PA 1994 05 09 1896 Caunly Cumberland 2. Supplemental Return D 3. IKJ 5. NUMBER 17055 Remainder Return (tor dates 01 death prlor to 12-13-62) Federal Estale Tax Return Required TOlal Numoor ot Sate Deposit Boxes Company (e) 1,000,655.70 8 S R U ~ G TELEP,'ONE NUMeER If 717 255.2051 1. Real Ellale (Schedule A) 2. Slocke snd Bonds (Schedule B) 3, Closely Hold Slock/Partnerahlp Interest (Schedule C) (" 4, Mortgages snd Notes Recelvsble (Schedule D) . 5. Cash, Bsnk Deposits & Mlscollaneous Personal Property (SchedUle E) , e. Jolnlly Owned Property (Schedule F) '1. Translers (Schsdule G) (Schedule L) e. Total Gross Assets (totallln99 1-7) I. Funeral Expenses, Admnlstrallvs Costs, Mlscellaneoue Expenses (Schedule H) 10. Debts, Mortgage Uablll~99, Usns (Schedule I) 11, Total Deducffons (total lines 9 & 10) 12. Net Value 01 Estate (line a mnus line 11) 13. Charttable and Governmental Bequesls (Schedule J) 14. Net Value Sub ct to Tax line 12 mnue line 13 15. Amount 01 line 14 tAlC able al B% rale (Include values tram Schedule K or Schedule M,) le. Amounl 01 line 14 tw<able al16% rale (Include values from Schedule K or Schedule M,) 17, Prlnclpal tax due (Add tax ~om line 15 and trom line 10,) le. Credhs Prior Payments DI~counl 128,250.00 . 6,750,00 18. Ullne 10 la greater than line 17, enler the difference on line 19, This Is the OVERPAYMENT. !Xl 0 ICheck h_ Ill/llU a... requeatlng a mund of your ovwpavmtnt.1 :lO, Ullne 171s grealer Ihan line 16, enler the dlffsrence on line 20, This Is the TAX DUE. A. Enter the Inlerest on the balance due on line 2OA, B. Enter the lotal 01 line 20 and 20A on line 2OB, This Is Ihe BALANCE DUE. Maka Chll<lk Pa obla to: R lalar 01 Willa A nt . . BI! SURE TO ANSWER AU. QUE8T10NS ON PAGE 2 AND TO RECHECK MAn! 4 4 Und.r plnaltl.. of plrJury, I d.cLlr. that I hi'" .~mln.d Hili fltum, Intludlng attompanYlng IChldul.. .nd ltAt.mlnll, and to lhl but 01 my knowlldg. .nd bill If, II I.llu., torr.ot Ind completl. I dlel.tI that aU ,uluUI. hit bun r.pert.d Illru. m.,ket,vlkll. O.......,..lll,IlIof p"~4( othtr 'hln the p.,lanll tIP,u.ntlllv.l. baud en allln'ormatlon of whlllhptllllr.rh..anvknowl.dg.. 1 ' . SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS c.:' I U '. ..t. ;' """"~"'y ..~j lll..' .... ''', .. ii":i - Mi";k~~"~~r'!1 t \1--<;",'7;. - -..... - -... - -. - - -. ili";riiibur~-:' FA- - - i 'ii6s' - - -. - - - - - - - -_. _. -... - - - - -. OECEOENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) Gortner Grace E, (11) (12) (13) (14) )( ,08. 56,740.79 943,914.91 None 943,914.91 0.00 04. []] e, o 41. Future Interest ComprDmse (lor dales 01 death affer 12-12-82) []] 7, Decedent Malnlalned a Uvlng Trual (Mach a copy 01 Trust) o e, ~ (le) 943,914.91 X,10. 141,587.24 Capyrlglll to,m 'OUw," only e.nter Plltl Soltwtr. Umted Eslale Decedent Died Tostate (Attach copy of Will) COlIRI!8POND!NCI! AND CONFIDENTIAL TAX INFORMATION SHOULD BI! DIREC1'I!D TO: COMPLETE MAILINQADDRESS -, R E C A p I T U ! N (1) (2) (3) (4) (5) (8) (7) None None (17) 141 , 587,~ (I) 53,402,85 (18) (11) 135,000.00 0,00 (10) 3,337,94 (20) (20A), (:lOB) 6,587,24 0,00 6,587,24 (15) 0.00 DATE I'/~.L / yj ~ DATE S10NATURE OF PREPAREA OTHE R THAN REPRESENTATIVE ACORESS P!l.~El'.i.l!. P~p.,!~ .i.t; _ ~!l.l!~ _ !l_l!~ _ :r.r:~~ .t. .q~!11p.~!lY. _.. __ 213 Market Street ili;;riiiburii:'FA -. i'ii65"..... ---................-- C o M C f N Interest 0,00 Form 1500 (111110) I' f " " " " I, '," \, 1/. " .. H I " .' Ii' " " ,01' " 'I, ,I " , " i' I, II 'I ',', "." I II;" :\ 1\'" " '-" '" ,I " I, \\1;1, , I, " ',1,\, ", ,,, I, " ': I" ')'1 '''.. " " " "II', ',ilt .' I I " (i, i , , ." " , , " I, ',:'u " I' "~I /',01 ,I' I, , /'" " .' I. ,,' !,(' , ", , 01" " Ii 'I '\-1 'II , " ,I 'I d' " 'I ",'I " .. Iii,',! 1 il' ,I ."1' \ ,,' , , " ti" " " " " , 'II " I,'" II.. j;! " " " ,I, I, , , '. ;L, \ :' 'i 'I', 1'1, 'il " ;q , .' ," 'I 'I' :\' ,\ " , " " .,1' I ~ I, '" " ';\' I, I/!', \: ',-I " ~, 1.1 "I, I' q'f', "I' .' I, " " ".1,'1; " " " /, ,!l' ""11.' ,I ,,11 '11 ,"q, ,'., ;' (' , II I"~ i I, " " 'I;'!,I , 1\' 'I' " 'I' ,1'"" " I ,,' " ' I-I, " 'I 'I,. " ,.1' ," , ,~ ",' 1,-' j'l "i ,,, :,', .' ';, 'I ,:' , I ,,' !,.':i',J',' " I' ":' '0" "'j '\' I, ,,\,' " ,'I 'I ',.,' , I " \., jl. ,I',' t ~ ~1~ , ,.;:..~, II. I... ,~ ,:)q -n \... ~~, M~' to 1/)' .- Et 'I,' .', , 'I ", ,'" I , ~~ '(1'1,:3 .! " " " 'i I ..'1 'I' " " " " ''II ,... .... i.' :J '.l ;\1 !, (. 10' ~S ,', ,I ," ~ t .' ~ I' " ",1 " "" I' 'j, 'II ", " .' I " ~ i " ',);", " "I:', d 1\'1, " ,I,' "~I "11' , '_11,' \, , , "I 'l' i' ,,1;' 'I I ,i' , , I, " 'd ! " I' ,I jJ" " I' " " , ,I " I' ~ ' I" I' 'I' " ,ftIV.,tlOUX + .(4-111 COM.lrrm4\,.~AN'A UTATII Of' SCHEDULE B STOCKS AND BONDS fiLl! 14 MIIR 2194-0537 Grace E. Gortner SS/iI 188.32.4304 05/31/1994 01 -_Ill wlth R VALue AT DATE OF DEATH 28,368.00 mull be claotOMd on lIohedul, P. IT\lM NUMBER 1 DESCRIPTlON 576 shares General Electric Co. 2 344 shares Exxon Corp. Accrued Dividend 21,048,50 247,68 " , " " , ,\ " ," " ,l\ " ,: " ", ',; j,I' " I ~ " 'Ii , I, " " .. I. ". ," j,t' '1\' " " , " 'I,', ,\' , 'I " I. ,': " .. ", ,-" ii, . I' II .. " " ' ,,' \: '.. " ,_'I' '.' i. ,I' ..' I II'i II, " " " l,t,I' ,\',;,1, :1, "., ,,' , ,,', '" !; " '" , Ii .. ')' Ii' I, I, ',\, , ' ! " , , " " " \,' 'f'OTAL Alec enter on line 2 RtIOa ltulatlon (II more Ipace II needed, IIlHI1 additional IhHtu of lame Itze,) COllyrlght form .."war. only Clnt., Pllolllottw.,. 49 664,18 . 'arm 1100 (11101 '. I. ,; '" If', AIV-1I0~ IX,- IS-II) SCHEDULE F JOINTLY-OWNED PROPERTY COMWIlJ\l~~WIW/llYAN'A mATI! Of' Grace E, Gartner ss~ 108-32-4304 05 31 1994 Jolm WI\Inl(I)1 NAMI! ADDRESS A. .. C, Jolntly-OWMd propertyl FiLa NUMIIR 2194-0537 RI!LATIONSHIP TO DI!CI!DI!HT ITP.M L!T1'!R DATI! TOTALVALUI! DI!CD'S IlOLLAR VALUe OF FOIl MAlll! DI!SCRIPTION OF PROPl!RTV NUMseR JOINT OF ASSET " INT. PECI!DENTINTl!RI!ST TI!HANT JOINT , , , , - TOTAL (Also enter on line e ReolDllulatlonl II 0.00 (II moll Ipece II I1IIded, Insert additional lheets orume lIze,) Co,yrlgM form nltwl'. only C,n'., Plio, SOftWI,. Form 1800 111101 ftlv.lItO IH 1""1 , . ce\4l1ij(\l~{\,w.w~AN'A !STATI! CIfI SCHEDULE G TRANSFERS Pleue PrInt or PIU! NUMIII!ll 2194.0537 Grace E. Gertner SS# 188.32.4304 05/31/1994 111111CHI!DULI! MUST III! COMPLI!TI!D AND PILI!D IP TIt!! ANSWI!R TO AItI OP TIt!! au!!mONI ON PAG!! a II Vl!1. ITEM DESCRIPTION OP PROPERlY EXCLUSION TOTAL VALUE DECO'S DOU-'R VALUE OF NUMBER I"elud. nl"'l of the trl~~~:'::~,':t1~:.,. OF ASSET "INT. DECEDENT INTEREST , , , . , , , , ' . , , , , , , " , " " , , , . " , TOTAL IAlao enter on line 7 Recaohulltlonl 0.00 (II more spa Is needed, In8lft addltJonllsheelll of same slze,) Copvrlght form lottwlI' or.l)' Clnter fillet Sohwall hIm 1100 (11101 ". .. .r . .'" I , . I . IINIlU), IUICI .. LlYUY . AnnlNlY1 AT LAW II" NMm ...., :..........f'ItI41\"...llOll . . LAST WILL AND TBSTAMENT OF GRACB E. GORTNER I, GRACE B. GORTNBR of the Dorough of Camp Hill, CUIlIberland County, Pennsylvania, declare thia to be ~y La.t Will and Teata- ment, hereby rovokin9 any will previously made by me. I - I direc~ the paymen~ of all my ju.t de~ta and funeral expenses out of my estate aa aoon aa may be practioal after my death. , II - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wheresoever situate unto my brother, William M. Gortner. III - Should my aaid brother predecease me, than I devis and bequeath all of said residue in equal shares to my sistars- in-law, Madalyn B. Gartner and Susie F. Gartner. Should either predecease me, her share shall lapse and be diatributed to the aurviving sister-in-law. IV - I appoint Dauphin Deposit Bank and Trust Company, Camp Hill, Pennsylvania, Executor of this, ~ Last Will and Testa- ment, to serve as .uch without the necesa1ty of posting bond ill thia or any jurisdiction. IN WITNESS WHEREOF, I this, the ~_ day of have hereunto .et ~ hand and aeal on ~~cH , 1977. la~rl.~'Vl.iao~r (SEAL) Signad, ..al.d, publi.hed and declared by GRACE E. GORrNBR, T.ata- trix th.rein named, on thi. .heet of paper a. and tor her La.t Wi1 and T..tament in our preBenca, who, in her pra.ence, at her requ..t and in the pr...nc. of .ach other, have hereunto .Ub- .cribed our name. a. atte.ting witn...... 1.1 JaJDBsl.m:rnold - REY-1547 2X AFP (12"94* COHHOHWEAl ru OF P(HHSVLVANIA DEPARTHEHl Of REVENUE BURE~U OF IHDIVIOUAl TAMES DEPT. ZBD'Dl HARfUIIURO, PA 1111a~0601 ISTATI! 0' GORTNER - FILE NO. 4- 0531" DATI OF DEATH 05-31-94 COUNTY CUMBERLAND HOTEl TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FOR" WITH YOUR TAX PAY"ENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF ~ILLS. AGENT" REMIT PAYMENT TOI / / V LI,~-'- .<\,<" It.J .' "'. ~ ..jJ. Fl. J(J .;:( NOTICt OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALL~WANCt OF DEDUCTIONS AND ASSESSHENT OF TAX ACN OAUPHIN DEPOSIT BANK 8 TR C/O SUE MAUERV 213 MARKET 51' HBG PA 17105 101 I') , '(1'1- .' '--:/ LJ' DATE 03-20-95 ) CHANGED nn c: r. \n '1:,00<.1' 49 .6'64.18 ," , 00 ~u ,00 _ 950.991,52 -.J . .00 :1," ".00 \0 \' ~. ' . ),.~ 18)\d ~ 53,402.85 3.337.94 (11) (2) (3) (4) .00 .00 943,914,91 X ,00. X .06. X .15. (8) REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 r' AMount RIMltted J CUT ALONG THXS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ... R '!V: is'i7" iii'" Ai: ji - i i 2":94 Y"Niii'"i c i - ii ji "INH iififAifc E- YAX" 'A"PPRiii siMiNT ~""A L Dj'WAN"C E" 'OR"""""""""""""" -"" DISALLOWANCE OF DEDUCTIONS AND ASSE8SHENT OF TAX ESTATE OF GORTNER GRACE E FILE NO. 21 94-0537 ACN 101 DATE 03-20-95 If an a....lment was 1.lued previou.ly, 11nll 14, 15 and/or 16, 17 and 18 will r.flect figure. that 1nclud. the total of ill returnl alll...lId to date. ASSESSMENT OF TAXI 15, AMount of Unl 1(, It Spou.ol rate 115) 16, AMount of Lino 14 ta.abll ot Llnall/Clo.a A rot I (16) 17, ARount of Llno 14 tl.ablo ot Collltlrll/Cla.a B rO~1 (17) II, Prinolpal Tox Duo TAX CREDITS I PAY"ENT DATE 08-26-94 01-17"95 TAX RETURN WAS I I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED V^LUE OF RETURN BASED ONI ORIGINAL 1. Roal E.tato (Sohadula A) 11) 2, stook. .nd Bonda ISohadula B) 12) S. Cloaaly Hlld Stook/Partnarahip Intarl.t ISch.dulo C) (3) 4. "ortgaga./Notoa Rloll.abll (Schadull D) 14) &. Co.h/Bank Oopool ta/Hlsc. Plraonal Proplrty ISch.dula E) 1&) 6. Jointly O.nod Proplrty (Sohodula F) 16) 7. Trln.lara (Sohldula 0) (7) 8. Total A..oh APPROVED DEDUCTIONS AND EXEHPTIONSI 9. Funaral Exponau/AdM. Coata/Hhc. E,pln... ISchodulo H) 19) 10. Dabta/Hcrtllogl LlablllUu/Uan. ISchadula I) 110) II. Tctal Doductlcn. 12. Nit Voluo cf Ta. Raturn U. Charltoblo/Go.I.'nnanhl Boqullt. (Schldull J) 14. Nit Voluo cf Eatah SUbject tc Tox NOTEI RECEIPT NUHBER MH912868 AA022723 DISCOUNT 1+ l INTEREST 1-) 6,750.00 ,00 AHOUNT PAID 128,250.00 6.587.24 TOTAL TAX CREDIT BALANCE OF TAX DU! INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .:0 .J1nl '-:' l.l [f) i' 1,000';655.70 %.7407Q 943,914.91 .00 943,914.91 ,00 ,00 141,587,24 141,587,24 141,587.24 ,00 .00 .00 IF TOTAL DUE IS LESS THAN .1. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RElfRYAT10N1 e.t,t,. 0' decld.nt. dvlng on or b.for. D.o.lb.r 12, 1"2 .. If tnv future Int,r,.t In thl I.tlt. il tr.n.f'rr,d In pol....lon or ,njov,.nt to Cll.. S Ceoll,tlr,l) btnIflol,rll' of thl dlc.dlnt .,t.r th. IMplr.tlon of .n~ ..t,to for lIf. or for YII,., thl COIllonwlI1th h.r.bv IMpr...1y r...rVII the right to .ppr.ttt end ...... trarl.f.r lnhtrttlnc' T'M" .t thl I.wful CI... I (coll.t.r,l) rlt. on tnv .uch future Int.rl.t. PlJIPOSE OF NOTICE I To fulfill the rlqulr...nte of S.oUon 21ftO of thl lnherltlnc. and Etht. TalC Act, Act 22 0' 1991. 72 P.I, S.otlon 2140, PAYMENT I D,"ch th. top portion of thh NoUc. and .ubtit IIUh your plVllnt to thl R.gh"r of Wllh prlnt.d on thl rlv.r.. lid., "K.k. check or oono. order p...bl. tOI REGISTER GF MILLS, AGEN1 All pav.lnt. rlc.lv.d .hall flr.t b. appll.d to tny Int.r..t IIhlch .av be due with any r..,lndtr appll.d to th. t'M. REFUND (CA), A rafund of , t'M cr.dlt, which lIa. not r.qu..tld on th. T.x Rlturn, .av b. r,qu..t.d by cOlpl,tlng In "Appllc,tlon for Rtfund of P.nn'Ylvanl, lnherltanc. Ind E.t.tl Tlx" (REY~1313). Application. ar. avall.bl, at the Off Ie. of tht Rlgl.ter of Will., Iny of the 23 R.v,nue Ol.trlct Offlc.., or by calling th, Ip.cl,1 24-hour .n.wulng ..rylc. nu.b." for forll ord.rlngl In Ptnn,Ylvant. 1.100.362-2050, auttleSt P.nn.ylvanl. and within 10cIl Harrl.burg Ir.. (717) 787-8094, TOO' (717) 772.2252 (H.arlng IIPalr.d Onlvl. OSJECTIONSI Any p.rty In Intlr..t nat .,tl,fl.d with th4 ."r.l...ent, allowlnct or dl.,llowancl of dlduatlanl, or ........nt of tlM (Inoludl~g dl.count or Int.r..t) I' .ha~ on thl. Notlc. IU.t obJlct within .IMty (60) dlY' of r.c.lpt of thlt NoUCI bYI -.writtln prot..t to the PA DIPert.lnt of RIY.nu., leard of ApPllh, Dlpt, 2&1021, Harrhburg, PA 17121-1021, OR u.l~tlon to haYI tha utt.r dltulln.d at weltt of th. Iccount of ttlt pu.anal rlprl..nt.Uv., OR ~-lPpt.1 to th. Orphln.' Court, AOIlIN lITAATlI'! COlltlECTlOIfS. FlOtull .rror. dl.coYlrftd on thl. ........nt .hould bl addr"'ld In writing tOI PA OlpartM.nt of R.Ylnue, lurllu of Jndlyldu.1 TIXII, ATTNI Po.t A......ent RIyl.w Unit, DIPt. za0601, Hlrrltbutg, PA 17128~0601 Phon. (717) 717-650S. S., P'II S of thl bookl.t "In.truotlon. for Inherlt.nc. 'IK R.turn for. Rllldtnt U.c.dlnt" (REV-1501) far In oKplanltlan of .dllnl.tratIY.lY corr.ctabl. .rror., DISCOUNT. If Inv tlX due I. p.ld III thin thr.. ()) cal~.r 'cnth. .ft,r thl dlc.dtnt" de.th, . fly. p.rclnt (IX) dl.count of the tlM paid I. .llowld, IKTEAEST I Intlrl.t i. ch.rg.d b.glnnlng with flr.t dlY of dtllnquanav, or nln~ (9) IOnth. Ind ant (1) dlY frcI the datI of de.th, to the dati of p~V'lnt, TIM" which b.c... dtllnqulnt b.far. January I, 1982 b..r Int.rl.t at the r.t. of .IM ('X) p,rc.nt p.r InnUl calculat.d ~t . d.IIY rot. of .00016_. All tiN" which blc... dlllnqulnt on and Iftlr JtnUlry 1, 19.2 11111 ba.r Int.ra.t It . r.t. which IItll Y.ry frol callndtr y.ar to aal.nd.r y.ar IIJth th.t rite lnnOuno.d by thl PA Depart..nt of RIy.nu.. Th. appllclbll Intlr..t rat.. for 1912 through 1995 ar'l '!!!!: Int.r..t R.t. DaIly Int.r..t F.ater !!!! Interllt Ralt DailY Int.rl.t Factor 1911 ZO~ ,ooms 1m 9~ .00m7 1911 16~ .000431 1911'1991 lU .000301 191\ 1I~ .000301 1'91 9~ .0001\7 1915 U~ .000356 1993'199\ n ,000191 1916 lOX .000174 1995 9X .0001\7 -~Int'r..t It calculat.d '1 fO!tOWII INTEREST . BALANCE OF TAM UNPAID X NU"IER OF DAYS DELINQUENT X DAILY lNTEREST FACTOR ~~Anv Hotlc. II.Uld Iftlr the tlK b.co... d.llnqutnt will r.fl,ct an int.r..t c'lculatlon to flft.tn (15) dlV' b.yond the d.t. of thl .......ent. If PlYttnt It ,tdt ,ftu th. Intlr..t cOllflut.tlon dltl .hOlln on ,thl Hotlol, addltlon.l Int.r..t tult b. c,lcullt.d. ", " " , " PlJRIIOSt:OI' NOTICE. To fulfill thl r.qulrl.entl of SlOt ion 2145 (b) of thl Inheritlnol Ind E.tetl TIM Act, Act 22 of 1991. (71 P.I. Ilotlon II~SI. PA\'II!NT. 'DttlOh thl top portion of thll Hotlol Ind .ub_it with your pIV.lnt to thl RIghtlr of NUl. printld on the rlverle .Jde. .- HIlkI ohlck or .0..' ordor ."Ibll to' REGISTER OF MILLS, AGENT, All ply..nt. r.olivld .hall bl applJad flr.t to anv Jnt.rl.t which ..y bl dUI with anv r..alndar applied to thl tlM. REfUND (CR)I A rlfund of e teM or.dlt .ay b. r.qua.tld by co.~l.tJng an "ApplJcatlon for R.fl~d of Pennsvlvanl_ Inheritance and E.tlt, TaM" CREII-UU). AppllclIUon. er_ IveUebl_ at tha Offlol of thl Righter of WUIt, InV of thl 21 A.VlnUI DI.trlut OfficI' or frol thl Dlpart..nt'. Z4-hour an,w.rlng ,.rvlc, nuab.r. for for.. ordlrlngl In Penn.ylvlOl. 1-100-162-2050, out.Jde P,nn,ylvenla end wJthln 10ce1 Harrl.burg ar., (717) 717-1094, TOOl C7171 772-2252 (HllrJna l~alr.d Onlv), O',~CTIDHSI Any p.rty In Intlr..t not .,tl.fl,d with the ........nt of t.M a. .hown on thJ. nut Ie. ..y abj.ot within .Ixty (60) d.y. of r.ellpt of thl. Hotlo' byl --wrltt.n prot..t to the PA Otp.rt..nt of AIVlnut, Baird of APPI"I., nlPt. 211021, Hlrrl.burg, PA 17121-1021, OR --Illotlnt to hive the .et.tlr d.t.r.ln.d at audit of the p.r.~n.l rlpr...ntatlva, OR --appIIl to the Orphan.' COllrt. ADltIN- IOTRATlYE C_CTlOHI. Flotu.l .rrar. dl.cov.r.d on thl. ........nt .hould be .ddr....d In writing tal PA c.Plrt..nt of R.v.nue, aureau of Indlvldu.l TIX", ATTNI Po.t A.......nt R.vl.w Unit, Dlpt, 210601, Harrl.burg, PA 11121-0601, Phone (117) 717-6S05. S.. page ~ of the baokllt "In.truotJon. for Inhlrltlno. Ta~ n.turn for ",AI.t~t Dtctdlnt" (REV-1S01) for In e~pllnetlon of adllnl.tratlv.ly corr.ctable .rror., INTER!IT. For date. of d..th on or aft.r 10-1-'1, P'nn.vlvanl. E.tat. T.x bl.ed on the f.d.ral E.t.t, TIM r.turn HoOllII delinquent at the e~plr.tlon of nine (09) .onth. froe the d.te of dtlth. For d.tl' of de.th prior to 10-S-91, Plnn.Ylvanla E.tat. Ta~ bl..d on the Flderal E.tltl Taw r.turn bleo... dellnauent at th4 I~plretlon of Ilghtlln (II) .onth. fro. the dlt. of d..th. TIWI. whleh ble..e d.llnqulnt b.far. Jlnulry 1~ 1912 b.ar Jnter..t at the rat. of .1M 16~) perc.nt per annu. o.leul.tld .t a dally rat. of .000164. All ta~" which blea.. d.linqu.nt on or aftlr J.nulry 1, 1912 will b..r Int.r..t .t . rltl Nhlch w&ll vir V fro' cal.ndar y.lr to callndar y.ar with thlt rat. announo.d bv the PA D.part..nt of A.vlnue. Th. appllolblt Inter..t ret.. for 1912 through 1995 .rll '!!!! Interllt R.t. D.llY Int.r..t Faotor ~ Int.r..t R.t. Dlllv Int.rl.t Faotor 1981 20X .ooml 1987 9X ,0001'7 191! 16X .00001 1911'1991 \IX ,ooom 1914 \IX .000501 1991 9X .ooom 198i UX ,OOOSS6 1991-19'I~ IX ,000191 1916 lOX .000174 199& 9X ,ooom --tnter..t I. oalculat.d a. follaNt! INTEREST = SALANCE OF TAX UNPAIn X NU"IER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -"Any NoUCI IlIu.d .ftlr the tax b.co... d.Unquant wUI r.fllot an Interllt c.lcul,tlon to HftHn ns) dlY. beYond thl dltl of the ........nt. If pIy..nt I' ..de aft.r the Int.r..t coapu'ltlon date 'hown on the Notlc., addltlonll Int.r..t IU.t b. c.lculatld, _'Of HIll/eI, PAVllEMT, RUIMIl (tRI, " " \ ,.... ..:~ '''4 :q ;~:J !'{ " (\- C) ~:r. I I, " , ~ , I , B:1 , \ " , " (.oj " ,:1 ,'.J.('l, p{ 1:::' &:,,;, .!:!:) UU \, " I , ' " ,; ,;I' To fulfill the ,raqulr....tt of ...tI... ZU' (bl of the Inherit..... 0Ild EolOt. 1.. Aot. Aol ZZ of 1"1, (12 P;I, ...tI... Z1oU, Dot"" the tOll portl... of thl. Notlo. end ...It with ....r p.._t to the Rlllot.r of WIlIo prlntad ... the rlv,r" .Ide. -- 1Wl. ohook or ...... ordor pa.llbl. to, REGISm OF MULl, AGENT, AU P.~t. ,eo,ivld .hlll be appllod fir.t to MY interllt which .IV be due' with MV r...Jndtr 1PP1led to thl tiM, A r.fund of . tiN oredlt HY be rlqueltld bv ClOllpl,U", .., "Appl1c.tlon for R.fWtd 0' PItYlIVlvll'li, IntMr1t1n01 end Elt.t. TIM" (REVaUU), Appllcltlon. Ir. Iv.UIbI. It thl OfficIo' the Reght,r of NUll, InY of thl 2S R,vlnYl DI.trlot OfficI' or frOl the Dtp.rteent'. 24.hour an.werlng ..rvlol ~r. for for.. order!"" In Penn.v1Y,"I. 1-100-162-2050, out.lde Pennlvlvll'lle end within locll Herr..burg .r.. (711) 111-1094, TOO' (7171 772-2252 CHo.rl.. lopalr.d Onl.,. OIJECTIONII Any ,.rtv In Int.r..t not I.tl'fled with thl ....,lIent of t.w I' .hown on thl. notlol ..v ObJeot within .Ixtv ('0) a.v. of rtetlpt of thl. Hatlet bVI ......rIU'" prot..t to ttMI PA Peplrt..nt of RIVInUI, aolrd of APPtIIl, Dept. 211021, H.rrhbura, PA 17121-1021, 0" --ISlatlng to h'vI thl 'Itt.r d.t.ralned It .udit of thl per.onll rtprUtntlUvI, OR ....appa.l to the Orphan.' Court ADMIN- IITRATI.1Il! C_C1I0III, I N1[R!1T , '.tUtI .rror. d11(loVI1'1od on thlt 1I.....unt thould be addr...ed In writing tal PA DepartMnt of R,venue, lur..u of Individual Taxi', ATlNI po.t A......ant Rlvl... unit, Dlpt. 210601, Herrllbur" PA 17121.0601, Phont (711) 717."05, S.. P'" 5 of iht bookl.t "tnltruetlon. for J~rlttnC. raw R.turn far. R..ldlnt Dlcadtnt" (REV-1S01) for In .xplanltlon of ~Jnlltr.tlv.lv carraotabl. .rrorl. Additional Penn.vlvlnla Elt.t. Tlx ......ed I' I rlsult of . chlnot on thl Ftdtr.1 Elt,t, Ta. olo.lng Iltt.r HoCNltI delinquent ItttM ..plratlon of one (1) lonth frntt thl det. thl flnel notlCI of thl lnar.... In Ftdtr.l E.t.t. T.. I. rto.lved. Taxll whlc~ btc.. delinquent before JlnUlrv I, 1912 bltr Intlr'lt It ttMI retia' I1x ('X) paroent par ~ calculltld It . delllt rat. 0' .000164. All taxll which beo.. delinquent on or after JlnUlrv \, 1HZ will betr lnt.r..t at . rat. which will vlrv frol c.llndar velr to cllandlr VI.r wlth,thtt ratl tnfMHJnCtd bit thl PA o.p.rtwent of R,vlnUI. The appllclbl' Intar,lt rlt.1 for 1912 through 1995 Irll 'till 'nt.r..t I.t. n.lIv 'nt.r... F~tnr ~ 10..,..t ht. n.lIv lilt."... I'!_tnr I'U 1'15 I'M I'" I'" ...tntara.t ZOX .OOOS" 16X .000051 IIX .000501 ISX ,00OS56 lOX .000270 II cIlculltld II ,ollowI. 1917 19at"'''1 1"2 1"5'1'" I"S 9X IIX 9X 7X 9X .000207 ,00OSOI .000107 .000192 .0002\7 INlEREIT . BALAMCE OF TAX UNPAID X HI/Il8BR OF DAVS OELIHQUENT X DAILY INTEREST FACTOR ""Anv Notla. 11I\Md .fter thl tlX HoOll. dtllnqwnt will raUlat en Interl.t cllculltlon to flft..., (II) deVI bevond thl dati of the .1'11'lent. I' ply..nt II IIde If'.r thl Intlra.t coaputltlon dati .hown on thl MoUa., .ddUlonlll Intlrut IlUlt bl ollaulttld, ,i ;,! . "~I' I ,'.' .. I :"1" " i,) '. r. I ' i, I I I , I, "If ,., ','. ,,0' I' , It I' , . "R ,I', .' I. . ".", , '.., " "~I " , , . " , J . I' ~ ! " " ,'"H, 'f', " 1\ ""',!,: " ".'/. ",. ll',j./'.' ,. \, ,..' _.'-' -~ -...~, ....... ,'I '. "~ l , , , " \, ; "; " 1\' ',I <," ., , " .' " "', ,I.t. I"~ '..{_I> " ,",! ,.; 'I ( i It; I, <, " ., " ~ /.,; , I"~ , .~. I , , .. t , " ./' .'/' r "R 1 , I " ) , .>1'., ,~ ". . I, " ti{ , ! ,. '-,':" I , . ", . , I , , 'I, " . . r " l I. "l, ,,';J >,. ) "!" " "." I' , " I, ,','1':" ~ t "~I \ ,\' , ,~ . , " 1,,1 I "I ,II \; , " :Oi .. "!--\ , :'~" I .. 1IIr" I " 'I'," " . " I, '\1 " " ,) I I I' , I, " " '" I " I' ,'I, 1 . I, I,', ,', ~i 'i 1 " I' I' t. i, " , , " " \ 'j' ,"..~.,'" . .... ,......-,' _"-4. ~' " " _.....,_.~~..:~ , "" " ,i . "'':;~'''''~. ,,",' I