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PETITION FOR PROBATE und GRANT OF LETTERS
t:~tatc of ._ ~11t:L!::~,~,111r:l(x'll"...,.., No, mnC'?I:JUL :....&'.} f
also kllllWII as _.._.._,._.".n' ",.." "" To:
_____.._......-'..'. ,..' ,.""", Reglsler of \VIlis for thc]
_.___" _'___.' u . " /J('('('1I.\<'i1. COlUIlY of s.l!'.lu.x"r I ilm _ In the
Sodal SCl'IIrlty No, . 196::1!l:-!HlI.I ,,.. ...,. C'mnmonwcallh of Pcnnsylvanla
Thc pctltlon of the undersigncd resllcctflllly rcpresenls that:
Your pctitloncr(s), who is/lIrc 18 ycars of agc or oldcr an thc CXCI'nt or
In thc last will of thc above dCCl'dent. dated _,_.Jlcj:QI.'.:!!:.12L__,
and codlcll(s) dalc.d .._....."....N/lI"...___....,__,.__ '
..fc..fk......'WF--.u---......-..---'--.
..lllita.2.1tl'l15L----..-..---------
named
, 19..!!!L-
-------------.---.-
(~Illll,. rcll'vlllll drC'lImltlllc\"~, ~.K, renunciatIon. death of execulor, CI~.)
Dcecndcnt was domlellcd ,1t death In __Cumberland . COllnt<<, Pel\nsylvanla with
h Inst faJlllly or principal r~sidcnce ai, --ZuClloaTCWay,-cafJ2fHC, 1'1\ J1ITI~
~rM. -t I, V'<\-,-<tdb.~._1.(hl.\Il\ <,,^ '~
(IiH ~trl'Clt number ilull llIunclp;allty)
De'I'?J~~I\,Pl~jbntorr+l"d:f;'rt:~\~\\~~~fllcf,--l'f\ .Iul y 2, ,19 94
lit .,.._,_."..u__"___ - .
Execptll~ follows, decedent did Ilotmarry, was nol dlvorecd and did not havc a child born or adopted
after execlltloll of thc will offcrcd for probatc; was Ilotthe victim of a killing and was ncver adjudicated
Incompctcnt: ._.__._.__._.__.
Dccendclltal dctllh owned propcrty wilh cstlmatcd vlllucs as follows:
(If domlellcd In I'a,) All pcrsonal propCrlY $-1.0,000.00
(If not domlcllcd in I'a,) I'crsonal properlY In I'ennsylvunla S
(If not domlcllcd In I'u,) Personal propcrlY in County $
Valuc of real cstatc in Pennsylvania , . $ 58,000.00
sltuatcQas follows: . ,t.:.a\~..!.r:,,!1S 24-06~~~ and 24-06-20, Vll1i\ge 01 MtnKen,
lIuntmgton County, Improveel wIT.h a t\'.D story lTan'C dewltlng,
TiCcd BooK 1U/, 1'. Lllb anel qg~.
WHEREFORE. petilloncr(s) rcspect fully rcqucst(s) thc probatc of thc last will and codlcll(s)
presented hercwlth and thc grunt of lellcrs 'rcstanentafY
(lc.~lnlllcnlilry; lldl1llnl~lrl\llon C,I,a.; administration d,b.n.c,l.a.)
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_Wi 11 lilm A. Murrloch
...2.6 Choate \~ay
em-],,,],,, Ph 17011 ___
--2.!. '7 . 5/ 'I !,' I ,>" () '/
OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEALTH OIll'ENNSnVANIA } 88
COUNTY OF ---'.::.lJt.l?EliT AND . ._
Thc pctltioncr(s) lIbovc.nllmcd swcar(s) or afflrm(s) thallhc statcmcnts In the forcgolng petition are
Iruc and eorrcct Wlhc \lesl of the knowlcdgc and bcllef of pctllloner(s) and thutas personal represen.
tatlvc(slllf Ihc abovc dceedcnt I'ctltloncr(s) will wclland trllly admlnlstcr Ihc cstate according to law,
Sworn to ora.fflrmc.'d and subscribcd 1. tUcM l'~'''' k MMtrL.'C ,tL-.:( III
b f I' 13th I I' \""1' ,....1M' 0;;'
C orc mc 11I~JllTT-""",'--''''- 111140 -- U-L L:luLll..J.JUl.U1.LJL ~
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STATUS REPORT UNDER RULE 6.12
Name of 'Decedent I' Mary C. Murdoch
'July 2/ 1994
Date ,of Deathl
'j
Estate
.1 No.
21-94-608
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1. State whether administration of the estate is completel
Yes x No
2. I f. the anAwer Is No,
representative reasonably believes
completel
state when the personal
that the administration will be
3. If the answer to No.1 is Yes, state thE! followin'gl
a. Did the personal representative file a final
account wJ.th the Court? Yes_-X.-- No___.
b. 'rhe soparate Orphans' Cuurt No. (If any) for
the personal represontative's account iSI
c. Did the personal reprosontative state an
account informally to the parties in interest? 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 ~e attached to t2i eport.
I ~ ( ')~~./f
Datel_June 8, 1996 y.<<! "
Signatur
I
Dale F. Shughart, Jr.
Name (Please type or print)
In v....
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28_fiQutll..Pitt Street, Carlisle~170l3
Address
.L717 L 2~~-:,8~9~_,______
're I. No.
Capacity I
Personal Representatlve
x Counsel for personal
representative
(MAlll rmfl AM3)
..-\.
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M!IT WIl.J~NIl 'l'B~ttl!~J~~T
011
MAllY c. MllI(J)OCn
I, MIIIlY C. HUHDOCII, now of f,oWor I'll )(toll 'J'ownflhJp, Dauphin
County, PennsylvanJa, doolnru tld II to 110 lilY J,lInt wi 11 IIllll 'I'olltament
and hereby revoke all pdor Wi 11 II IIlld Cod i 011 fI 11I/1(10 by 11I0.
I'l'EM I, I bO(juollth 1111 lilY 1I11tolllohllllll, hOllllfJhold Ilnd
personal effeots and any ol:hur talllJ.lb]o I'orfllllllllly of' Hko nature,
together with any exIstIng illHurlllloll t.horoon, unto lilY hunband, DONIIJ.D
M. MURDOCII, provided ho survivu9 11I0 by tld rty (]O) dUYfJ. Should
my husband, DONIIJ,D M. MlIHIlOCII, f>1'l'd(l(l(,1I110 11I(' or dlo on or before
the thirtieth (30th) day followll1<J lilY dOllth, I bO(juoul:h such tangible
personalty nnd insurance thuroon to lilY 11011, Wll.I.J.MI II. MURDOCH.
I'l'EM II. If my hUHbilnd, IJONIlI,\l M. MlIHIJOCII, prodoceases
me or dies on or beforo the thirtieth (30th) d,lY following my deat.h,
I give my real ostllto sHuuto Ill. I~l;! I'rlll()eton IIVOllUO, Camp lIill,
Cumberland County, I'onnnylvllnill, to lilY dllll\jhtor, 1~1I1UI,YN M. HOCKER,
or her issue, per stirpos.
I'l'EM III. 1 (,Ivo lInd dovlfHl III I tho 1"Ost:, rosidue and
remainder of my ostato of ovory 1l1ll:IIr'O IInd whorevor situato unto
the then serving 'I'rustoo (II) o/' tho Mary C. Murcloch 'l'ruat Agreement
If (t/fd' ,vv\", IVI
datedG'c~d'J (>11 I,) ~ , 'IN 'I'Hllfl'I', to trollt tho sarno as an addition
to the principal of tho 'I'rust oroatod hy 01l1d IIgroement to be held
by said ~'rustoo(8), 1Il1l11llgod and diutdhutnd in uccordance with the
provisions of said 'l'rust II~Jrllolllont:.
I'l'BM IV. I IIp(l01nt: lilY hUflblllHl, IJONIII,IJ M. MUHDOCH, Executor
of this my I.ast Will IInl! 'J'lIfll.lnllont. I n tho ovont that he should
fail to quulJfy or 00111l1l 1.0 110\: III uuoh ClIPllo1ty, 1 then appoint
my son, WILl,lI1M II. MlJH1l0CII, 1"11'111. l'untlll'.lont: l~xecutor of this my
Lnst Will anrl 'l'lIfl\:llIIIUIII, In tho uvont thut ho should also fail
to qUIl li fy or ()OIlIlO 1.0 lIutln III/oh OIl(lIlCIt:y, I then appoint my son,
Homm'l' 11. MIJH1l0CII, f1o(lolld Cunt Inclont I':xocut.or.. In the event that
he should 1.I11l0 1'1111 to f)1I1111fy or OOUflO to lIot in such capacity,
I then appoint: IJlIlll'lI! N 1J1'iI'()f11 'I' BliNK IINIJ 'J'HUS'l' COMPIINY, Harrisburg,
\ \ ~ (\J~l.{ t. \.1 \\ \.)J't (\Il~
'--Riiryc::T; Murdoch
,
,
.
,
Pennsylvania, as my Third Contingent Executor. No bond shall be
required of my personal representative in any jurisdicfion.
ITEM V. In addition to the powers given to my Personal
Representative(s) by operation of law, the following powers are
harein given to him to be exercised by him at his sole discretion.
'(The words "he" and "him" as used herein shall be deemed to include
the words "she", "it", "they", "them", "his", and "her" as appropriate.)
A. To retain any property received and to invest any
funds held by him during the term of my Personal Representative's
service in any stocks, bonds, notes or other securities or property,
real or personal, within the limitations of the law.
B. To continue the operation of any business in which
I am ~ngaged or in which I have an interest at the time of my
death for the term of his service as he deems advisable, with
the power to borrow money and to pledge the assets of the business
and to do all other acts which I, in my lifetime, could have
done, or to delegate such powers to a partner, manager or employee
without liability for any loss occurring therein.
C. To hold investments in the name of a nominee, exercise
and dispose of warrants.
D. To sell or otherwise dispose of any property, real
or personal, at any time forming a part of my estate, during
the term of his service, for cash, property or credit, in such
manner and on such terms as my Personal Representative deems
advisable within the limitations of the law.
E. To manage, operate, repair, improve, mortgage or
lease for any term any real estate at any time held or owned
by my Personal Representative.
F. In general, to exercise all powers in the management
and settlement of my estate which any individual could exercise
in the management of similar property owned in his own right
upon such terms and conditions as my Personal Representative
deems best, and to execute and deliver all instruments and to
\\\CUU1 ~ '1\\ill\\JadI...
~urdoch
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COMMONWIALTH OF PINNSYLVANIA l
COUNTY OF CUMIIRLAND J
UI
,_.. ,. . ._ ," ._, ,,,J'/.UHal\1 .A 1_..M.lU~(:lO(;h,nH____"____'_'____"'_ _. .__. _...__
b.lng duly .._____..._sworn__ according to law, depoles ."d "YI that h. ._,J.a....Exe.c.u.t.o.r_.u__. ,._,_,u,_
".u_,-,,___'''_'''' .,_m_' , _ 0/ the Eltate 0/ ~..___...lllH'Y C !.-.MlJrdor.h____.
I.t. 0/ .w South Midc'lleton Towns,hJp,-- _ __.., Cumb.rland County, Pa., d.ceoud and th.t the
within II an Inv.ntory made by. ,. .. .,W}ll.illl11_Tl-'_f>111rdo"c:..h _u__,u__' the sald._ Ex~cuto~.__
0/ the entlro ellate 0/ said decedent, conllllln9 0/ .11 the personal proporty and rul ellate, ekc.pt reel e,tate ouhlde
th. Cemmonwe.lth 0/ Pennlylvanla, and that ,he figure I oppollt. each Item 0/ the Inventory represent It', /.Ir v.lue
u of the date of decedent', death.
Apri 1
.
;fjO)l/lI,,<.L
'::<5" 1996
.-.-
>f f.."Lr '
(
.v_VJJ.t,:~~:.}j_: ~c)uL>c-C_
William A. r1u~Bde'lr ~~~I~
J :.:~::_::':_~-~:~-7013-~~~-'
Add....
Sworn
and lublcrlbed be/ore me,
NOTARIAL &tAL
RONNIE L. COYlF., NOTARY PUIllIC
IlOflO OF /,IT 1I0LL V n' PI~,a~, CII',I~EnL,\)IO CO,
MY COMI.USSIOl/ win,s or.r(HILn II, l'liS
Date 0/ Duth ..._ _,,2nd...___. ..,__,__..J_l.\ly ____,__---111.2..4-_
DIY Month VII'
INSTRUCTIONS
I. An Inventory mutt be /lIed within three monthl after appointment of penon.1 reprllentatlve.
2. A lupplement Inventory mUlt bo filed within thirty daYI 0/ dllcovery 0/ additional aIIets.
3. AddltlOllallhaet~ey li1I:t(tached al to personalty or rulty
of/) -:>D.:
4. See Art~~ IV, FI~larle~AJt of 1949. .
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Inventory of the real and personal estate of
~'^RY .hJ'1YRDOCI!...__...___...___ deoeased
1. Real Property - Commonwealth of Pennsylvania
Two lots and two story frame dwelling situate in
Lincoln Township (Village of Entriken, Huntington County, PAl.
2. Personal Property
a. Philadelphia Life Insurance, cash surrender value.
b. Corestates Bank Checking Acct 6740-4B02
Principal - 17,915.77
Interest - 7.88
c. Department of Veteran Affairs, VA Insurance on life
Donald Murdoch.
d. One $500 Sedes E, U.S. Savings Bond HD20l47189BE
Issued 9/2/76
e. American l~idel i ty, Hea 1 th insurance refund.
f. 1990 Ford Econoline five passenger club wagon
g. 19B6 Chevrolet Caprice Classic, fourdoor wagon.
h. 19B6 Buick Century, four door sedan.
1. 16 ft. 197B Monarch aluminum boat with 1985 Johnson
30 hp motor and trailer.
j. Household goods and furnishings in Carlisle, PA
k. Household goods and furnishings in Entriken, PA
1. Household goods and furnishings in Naples, FL
m. Personal effects
n. Unsecured obligation of Bonnie Turner.
o. Internal Revenue Service, 1994 income tax refund.
:C
5B,OOO. 00
401. 88
17,923. 65
of
10,966. 50
1,435. 60
694. 76
12,750. 00
6,450. 00
4,075. 00
1,710. 00
2,697. 00
3,402. 50
500. 00
-0-
BOO. 00
11,696. 00
75,502. 89
Total personal property -
Total personal property and real property situate
in Commonwealth of PA
Informat ional: Real property situate outside the
Commonwealth of PA, Lot 2B,Block I, Henderson CreeR
Park, First Addition PlotBook B, Page 4l,Collier Co.,
Florida, known as 28 Sonderhen Drive, Naples, FL
33,502. 89
17,000. 00
REV. 1500 EX 0(1-941
FOA (JATES OF OEAHI AFTER 1ZfJ\19t CHECK HERE
IF A SPOU!lAl __ rl
POVERrYCRf(llTISClAIM~
FILE NUMBER
COM ~F;'lh~W1W&ifll)(lIbr. AN'A
tlARRIS~lmt,~A 1~115'0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
CaUNTVCO\)(:
21.91. - 608
TEAR
NUMBER
DECEDENT'S "AME (lAST. FIRST. AND MU)(JlE INITIAL) OECF.OENT'S COMPlUTF. ADDRESS
~ Murdoch, MIl.!:i'...C, 26 Choatll \IllY
C SOCIAL SECURITY IlUM!,[A ]"AiEcoo;CI' o;;U;',"o;;m;-'- Cll rll RIll, PA 17013
g 196.]8-9021 07/02/9~ 09/II/l~
E .__._ _ COli"" Cllmbllrllllld
N
T (IF APPLICAflLE) 9UR'/IVU/'l SP{IUS('5 NAMf. (lAST,FIflST AND MIDDLE INITIAL) SOCIAl ~r.cunlfY NUMlIEH AMOUNT Arr.:EII/EO(SEE INSTRUCTIONS)
CAr
H ~ 0
E R C
C 0 K
K P S
v
---E 2, Supp'.monlal R.,uln
_ 41. Futuro Interest Compromisu
(10' da'" 01 doalh allar 12-12-821
[R] 6. Oocedent Died T,,';ole 0 7, Docedant Maintained a LI"ng T,u,t
IAII.ch copy 01 W,1I1 _ IMach~. copy of T,u,')
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORM"TION SHOULD BE DIRECTED TOI
.. .-
Xl, O"glnal Return
4. Limil.d E>I,'e
05.
.JL8.
Romainder Relwn
(lor dales 01 de..h p,'o, 10 12-13-82)
Fodoral Estato TBIC Aulum Required
Tolal Numbe, 01 S.fe Depos~ Bo,..
COMPLETE: MAlUNO ADDRESS
Fowlor, AddllmR, Shughart
?8 South Pitt Stroot
Carllslo PA ['IOll
58,000.00
R
E
C
"
P
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l
A
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o
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62.506.89
17 ,901. . 00
109,1.59.20
(8)
(9)
1,6.575,51,
C P
o 0 NAME
R N
R 0 Dlllo F. Shughllrt, .Jr., E".'1.:,
E E
S N TELEPHO'IE NUMBER
- T 717 21.9-8300
1. Real E,'.te (Schadul. AI 1
2. Slacks and Bond, ISchodu'. BI (2)
3. Closely Held SlocklParlnorshlp InlOlusllSchaduia CI (3)
4, Morlg.go, anel Noles Rocoi,.bl. ISchadulo 01 (4)
5. C,1Sh, S.nk DepoSll' & Miscell"neous POIson,,1 PropOIly (Sch E) (5)
6. Jointly Owned PIOPOI'y ISchadulo FJ (6)
7. T,an,fe,s (Sch.dul. GI (Schadule LI (7)
8. TOlal Gross ASSOlS 110'.' Lines 1,71
9. FUnElral Expenses. Administrative Costs. Miscellaneous
E'p.n,es (Soh.dul. HI
10. DubIS, Mortgage li.lbililios, Liens (Schodulo l)
11. Tol., Oeduclion, lIalal Lino, 9 & 101
12, Net V.lue 01 E,I,,'. ILine 8 minu, L1n. 111
13, Cha,ilable and Govelnmental SequaslS ISch.du'. JI
14, Net V.lue Sub/eel 10 Ta, (Line 12 minus L1n. 13)
15. Spou,al T,an,fOl' 1101 dales 01 dealh allOl 6.30-94)
See Instructions lor Applicable Percentage on page 2
IInclude values Irom Schedula K 0' Schedula M, 1
16. Amounl 0' line 14 tilxablo a16'/, rate
(Include values from Sch.dule K 0' Schodule M I
17. Amount of line 141axilblo a115'/, rala
(Includo values from Schodule 1\ or Schedule M.)
18. P,incipallax duo (Add 1.1X horn Line 15. 16 ,1nd 17.)
19. Cledits/Sp Poverty PflO( Paymants Discounl
0.00, 9.580,00 , 501,,21
20. II Lino 191s g,ealorlh,ln Lin. 18. entOltho dlllorence on line 20, This " Ihe OVERP"YMENT.
~ D ICheck he.. If you e.. requesting I ..fund a. your ovelplym.!!!!J
21. II L1n. 181s g,ealOl Ihan line 19, enlelthe dilla"nc. on Line 21. This I, Ihe TAX DUE.
A. Enle, the Inlele" on the balance due on L1na 21A.
B, Enle' thelolal 01 Line 21 and 21A on Lin. 21S, Thl, is the B"l"NCE DUE,
~heck Ply,bl.'OI Regls'e, 0' Wills, "gent
~ . BE SURE TO "NSWER "ll QUESTIONS ON P"OE 2 AND TO RECHECK M"TH ~ ~
Under penallJ.i 01 pe/jUry, I deeIAl.\hl\1 have examined lhl!l return, Including Iccomparrtlng !lc;h.dule!llnU 1IIIemonl.. .nd 10 Ihft betl 01 rtr( knowledQe and btll.,. Jilt true,
conecl.nd compl.t.. decl.re thai all/ul e!llate hn benn f.pOtllld a' IIue m.uklll value. Oeclar"lIonof prepmf othll lhin the pertonal f.p,esenlaUve It bind on III Information of
which prep'''r hUflny knawledQo,
(10)
1,300,78
(11)
(12)
(13)
(14)
(15)
0.00 X
(16)
199,993.77 X ,06 :
T
~
(17)
0.00 X ,15 :
C
o
M
P
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(IB)
InlCfest
(19)
(20)
(21)
( 2111)
( 218)
\lllliam A. Murdoch
2 ?..Ch 0.0 t? .~~Y. . . . . .. . . , ... . , _ . ... . , . ... .. ,.. ... . . .
CllrllBlo. PA 17013
Fowlllr. Addams, Shughllrt & Rundlo
28 South Pltt Stroot
c~'ri i;"f~ -. - .rA.' 'i"ioY:i -... - -........... -,'....... --
& Rund10
2117,870.09
1.7 ,876. 32
199,993.77
199,993.77
0,00
11,999.6]
0.00
11,999.63
10,08/1.21
0.00
0.00
1,915.42
0.00
1,915.42
DATE
}-29-15
DATE
J,~'ih!;
Form (A.v, 7-941
UE.1NI1'ION Clt',MARKET VAI.llE: Th(' 111(1\1 prnbahk plln' \lilliI'll II Ilh1I'cr1)' ,hlluld hfllll~ 10 II 1'01111'11.'1111\1' and (1~n
markel un~1ei all <llnilillllll\ reljul~lI(, 10 II fall \ale, Ihe hUYl.'1 illld \dln, I'a.." ill'WII: PlUtlt'I1II)', kno'Jdcill~('ahl~ IIlul 'a"lll11in~
the price is fUll 3rr~CI~d h) undue \1I",uhl\ Il1lflllrll In Ihl' dl.!flnlllllll I' ,hi' ,'UI1\UllllllallulI or .1 !rI:lle, a!rl of " 'f1l:l'lned IliUr
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p.1r1iel IrC well Inhumed ur well atlvl\ed. /llld c.1l'h ai'11Illl III whal Iw l'un'ltlef'i Iw. IlWI1 he.."1 II1lcrl.!\l; ell a rCilMlnahk IIm('
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tltll1..r m~1 III lhl' Iinanl'ln1! ur nml'l"\It11\ hUI Ihl' llnl!;u 1111"'11111 01 illl\ ,tllll"1I11~'1I1 ,lwuld ,IPllll\\II"ill~' Ill\' U1,"~I'I\ h';h'IIIl/1
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.A/ade the 9th
dnfl of
November
".AL TY TRANSFER TAX
~'IS fRlCT rf~.,'~.~
TAX PAID 2.."tI
DATE ~111?h:a.-
. } / / O? J It '-~",
~ooWr I
I in the year I
.
....
"
aOOK 107 I'^GE 286
Nineteen hundred alld seventy-two (1972).
~th\ttt1t J. WILLIAM SHILLING and RUTU SUILLING, husband and wife,
l5l~-washington Street, Huntingdon, Pennsylvania, parti~s of the first
part and hereinafter oalled the Grantors,
and DONALD M. MURDOCK and MARY C. MURDOCK, husband and wife, 1092 Cardinal
Drive, Harrisburg, Pennsylvania, parties of the second part as tenants by
the entireties and hereinafter called the Grantees,
~tHtut..tH~, Tlwt in eon.~ideration of the sum of Three Hundred and
No/100 ($300.00) Dollars lOa&n:,
in hund ,mid, the rlJe,~iflt wherl'of i,q hereby aoknowledged, the wid ~rantors do
hereblll1rant ami oonvo/l to the .quid grantee s,
their
heir.~ and aS8i~ns,
ALL that cel"tain p~rcel of land situated in Linooln Township, Huntingdon
County, Pennsylvania, consisting of a right of way sixty-six (66) feet in
width one-half (1/2) thereof on each side of the center line of the Hunt-
ingdon and Broad Top Mountain Railroad and Coal Company now abandoned.
THIS parcel begins on the souths ide of township road where it crosses the i
said railroad right of way, thence in a southerly direotion two hundred I
seventy-five (275) feet, more or less, to lands that have been conveyed or:
are about to be oonveyed by the Grantors herein to James Entriken Heirs. I
ALSO all the right tiUe and interest that the Grantors may have in the
land formerly occupied by the Entrekin Passenger Station which is partly
outside of the sixty-six (66) foot right of way and which is adjacent to
~h~_ ~?:hllc road. on the \~est. ....poP_.._____._..
I
I
I
RESERVING unto Horatio T. Sheeder and Grace Johnson, their heirs and as- I
signs forever, tl1e right to use and pipe water from a well located on the,
within premises and also for the right of ingress, egress and regress for'
the purpose of maintaining and rebuilding the said well and the water lines
oonneoted therewith.
BEING a small part of the same premises which Glenn A. Troutman, Suocessor.
Trustee of the Huntingdon and Broad Top Mountain Railroad and Coal Company,
by his deed dated ~'ebruary 1, 1955 and recorded on Febru'.lry 7,. 1955 in the'
Recorder'a Office of Huntingdon County in Deed Book 16, Page 318, granted I
and conveyed to J. William Shilling and Ruth Shilling, his wife, Grantors:
herein. i
','1 I't{';___ (,'~I ~I' __0
D I> ,;Ut'!""-"
Pu "Ii
., ., I.
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$
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101 0110'
'.N$ p~
BOOK 107 rAGE 4U5
~
.
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,
.Made I.he
21st
dall of November
, in I.he lIoar
.N'lneteen hundred and seventy-two (1972).
"hutt" H. B. HUFFMAN and VIVIAN HUFFMAN, his wifEl, onego,West
virginia, parties of the IIrst part and hereinafter oalled the Grantors,
and DONALD M. MURDOCK and MARY C. MURDOCK, husband and wife, 1902 Cardinal
Drive, Harrisburg, Pennsylvania, parties of the seoond part as tenants by
the entireties and hereinafter called the Grantees,
~ihtt..tH~, That in oon,qideration of the sum of Seven Hundred Fifty
No/100 ($750. 00) __________________.._________________________-Dvllars,
in hand paid, the reoeipt whereof is hereby aolcnowledaed, I.he said I!rantors do
herebll drant and llonvey 1.0 t.he wid grantees,
their
hell'S and assii!ns,
ALL that oertain traot of land situate in Lincoln Township, Huntingdon
County, pennsylvania, more particularly bounded and described as followsl
BEGINNING at a point on the western right of way line of a township road,
thence along land of James F. Entrikon Heirs, one hundred sixty-three (163)
feet, more or less, to a point on the eastern right of way of a twelve foot
alleYI thence in a northerly direction along the eastern right of way line!
of said alley one hundred five (105) feet, more or les9, to lot of Horatio:
T. Sheeder and Grace E. Johnson, thence along said Sheeder and Johnson loti
one hundred forty (140) feet, more or less, to a point on the western right
of way line of the said township road, thence along the western right of '
way line of the said township road in a southerly direction one hundred
forty-five (145) feet to a point at land of James F. Entriken Heirs, the
place of beginning.
BEING the same premises which Franklin E. Maloney and Martha Belle Maloney;
his wife, by their deed dated May 25, 1961 and recorded on January 27, 1965
in the Recorder1s Offioe of Huntingdon county in Deed Book 63, Page 581,
granted and oonveyed to H. B. Huffman and Vivian Huffman, his wife, Grantors
herein. I
'.1
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,\ 'ILlY TRN1SFER TAX
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L ;~ I I\I~. T J.., II! co2 fI
'fAX PAID __"1' Ii <,
DATE 111:1./ I'1L_
',1 . (]. 17 /..~{!~
ff Collcotor
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herein is \
office addr.es
BOOK lU' r^GE '1 Ul>
. ~"b the S(~!tl ~r;lntor s do
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Ir.ore1ly
, '
generallY
t.he property hc.ro1J1/ vonveye(l.
~" ~Hh,ttOJ ~Ul~trtllf, ,~(/id grant.or shave hcrClltnto settheir hands
and seals the da1/ and 1/car II.r.~ t, a/wl}e wrUten,
"
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COMMONWEAL~.vANIA ----
~~..WptJll~k<<1IMRJf~IIX }
~",,,,t\1"~ IIUNTINGDON n.
On thiH, Ow
duy (If
10 72 ,before me
the uPlderHi~ned oh',eer, /lmoPlullll Cll'IlCnred H. H, Huffman and Vivian lIuffman,
hi' wif', " I
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..' . 1,,1\
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Ie,WUllt to mc (or HCl t/.qfU" I (lrllll /lrlJl,oll) 10 bo Ow /lerRO/IS whoRe Iwmn S are HilbH~rl,b~rI tv the \til~/IITI \
IIlHl,r/I./IlCllt, 1111I1 IHlkllll/I,lcddnd I,hul t /ICY MI!Clltnd tl,o HIWIC for thc /llIrl'o,ln A/~.rnlll eon't\llnell,:'\'
IX 1V/7W/iSS WlIliIlliOJo', lilli/III Iwrnlllll,(I ,qet 11I11 ,b.~"d Mill offi9i~:t, Real. ". r
(~ r7) "\.l...' ." ", ; i,. ,
. .AJ lI. /'17.1 j? ~. - 0, l' i
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C.~~:;I~~~J~~;~, l~if.I" .;;; . ;" \
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~"nun""U1tl\lU, (I~ V'''''''\al'll&\"il'l
~OU\\t\:\ 1,E
1M..
10
"boforll me
Olt thi., tllIJ
dllll of
the IlTIdorHI~ned o/I',IlM" /JIlrHOlllliilllll'l'llllretl
klll",,1I to IIIl1(or .q"t/.qflllltorllll/lrlll'/III) to /16 1,1111 perHClII W/IIIRn IlIllIIn .idJHerlbe(1 to tllll tuUh!/l.
IIlHI,rll lillI/It , IIl1d I",Amlll/lll1Il~lIt1 tlwl h(l. n,tcnlttod I.ho ."11I0 for 1,lIe /JllrpoHll thorn/II eontnlnod.
IX W/7Wf:SS W/1/i111iOF, lllllllll horelwto Hot lilli/Wild a/lll Ronl,
-
~ ~~tftb\! ~trHf\! t.hat, the preoise address of f.hn grant.vlls
city of H!?rrisburg, 'Dauphin County, pennsylvania, their post
being 1902 Cardinal Drive , I\arrisburg I Penns lvania -
TAYLOR & K~R:Z\:-~
BV (/tA~..l C, .I "j
Newton C. Taylor
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BOOK 107 PAG~ 4 fJ7
. .
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GJ:1umte ..t
OlllhlJ,the
. }...
dUll of
19 ,be/ore me
the underJ/glled officer, porJo/I(J/lr appeared
. ""IOWII III 1/1" (or ,,,, 11,'11101 MII'I 1"""1"') III "" Ihe l",rHOI/. /(.110.16 11I11/1" AllbAor/boll to tho With/II
IIlHlr/WlIIl/.t, (1II1IIIOAlI"J//'/I!I/~I,,'lIlIIl h" o.rll,,"t/lll tho HlIlIIll/llr tho /lllrpOAO tlulro/n oOllla/nod.
IN WI7'Nf,'SS WlIRJ/f,'OI", / 1111011 horlllllllo Hilt 11I/1 11111I11 ami ROlli.
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(IJ"uutu ,,( _HJ.IO.lJ.ngdoIL-.___
~,tl1l'b,b In the O/lloe (or lleaordlnd o( Deeds In and (or.
iJ4t~J,..... (?~1F' In Deecl.Book )(0. I "-Y.
pate '-f 9 ,. Eta.
1Ititn,.. my hand and seal o( O/ll,oe this ~ ,,q.f-
dall o( "7LM4-~-"~t.vv Anno Domini 19 ...,~,
(~tH O?)?J~
r Rooorder
...
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.
Lake R.~.lown
H...ton, PA 18847
(8141858.3484
"
",'
May 9, 1994
William Murdoch
26 Oloate Way
Carlisle, FA 17013
Dear Sir:
, As requested, below are the retail book figures on the'boat,' 'motor,
trailer package for Donald M. Murdoch's estate. , ",
1978 Monarch model #3525 $400
1985 Johnson 30TEOO $1110
19 ? Tee Nee trailer $200
$1110
These figures were obtained from the ABOS Marine Blue Book. '
If I can' be of, further assistance, please call.
'"
Sincerely,
,
fb/;..e. ~~
J6k~ Kylor ' , '
,Sl,lles Manager
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BJ.,UE BEDROOM,
Two single beds 20,00
"
One desk 10,00
Two ohairs ' 50,00
Two small tables 10.00
One dresser-6 drawers ' 30.00
One mirror 10,00
One mg 10.00
Two piotures 2.00
GREEN BEDROOM
Two single beds 20.00
One dresser 10.00
Two small tables 8.00
Two ohairs $20 & $100 120.00
One mirror 15.00
One mg 5.00
Two piotures 2.00
One wall lamp 1.00
UN BEDROOM
One double bed 50.00
One dresser with mirror 20.00
Two ohairs 50.00
One crib 50.00
Assortment of sheets and blankets 100.00
One mg 10,00 "
BATHROOM
One air conditioner 75.00
REe ROOM IN BASEMENT
Three single beds 30,00
One table - 36" round 25,00
Four chairs 40.00
Two end tables IS.OO
One wood stove 50.00
.
. '
Two table lamps 15,00
pne 2nd color TV 75.00
Ji'RONTPORCH 10.00
' One table 4811 round "
Four chairs " ' " 40,00
One bench 25.00
SCREENED PORCI~
, One table 4811 round , 20.00
,
Four chairs 40,00
Two aluminwn rockers .10.00
One ~ingle bed ' 5,00
One table 41 X 6' with two benches 40.00
Two small tables ' 5,00
, One ceiling fan and light 10.00
GARAGE (TWO CAR) ,
One work bench , 2..00
Two shelves 10.00
'I" One sink ," . 10.00
One electric water heater ,10.00,
One water softener 25.00
Two storage racks 10.00
Assortment of car and yard tools 250.00
Fishing and swimming gear 150.00
Boating gear 100,00
Hardware 25,00
,i'
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,
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TOTAL '-, 'I
., $3,402,50
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REV 01'09 EX + Ill.lI} ,
COMllRJW~~gMhYANIA
SCHEDULE P
JOINTL Y ~OWNED PROPERTY
ESTATE OF
Mary C. Murdooh SS# 196.38.9021 07/02/94
Jolnll.n.nl(.),
FILE NUMBER
21.94.608
A,
f4AME
William A. Murdoch
ADDRESS
26 Choate \lay
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Son
B,
C.
J~lntly.own.d prop.rtyl
-
ITEM LETTER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF
FOR MADP. DE5CRIPTION OF FROFERTY
NUMBER JOINT OF ASSET '4 INT. OECEDENTINTEREST
TENANT JOINT
1 A 01/06/77 One $200 Serios E 581.52 50.00~ 290.76
U.S. Savings Bond
No. R200909782E,
Issued 1/6/77.
2 A 04/13/78 One $200 Series E 485.60 50. OO~ 242.80
U.S. Savings Bond
No. R20611290E,
Issued 11/13/78.
3 A 12/31/88 PromisDory Note 311,673.46 50. OO~ 17,336.73
of Murdoch Ins. 67.41 50.00~ 33.71
& Investments,
Inc. to Mary f,
\lllliam Murdoch,
copy of Note and
~mortizatlon Sch.
attached.
4 A 10/26/90 Penonnl service
contract,
26 Choate \lay
Cumberland
Crossings
Retirement
Community,
Bee attached
explanation.
No ValUD. 0.00 0.00
.
TOTAL (AI.o onlor on IIno 6, Roc.pilul,'lon) 17.904~
(If molo .paco I. nondod, In..n addlllonal shoot. 01 .ame .Ize,)
CopyrIght (e) 110. fOlmtoflw.,.only CPSy.'eml, toe.
F.'m 1500 S,h.du~ F (ROY, 11.11)
MEMO
November 16, 1994
. To: Dale F Shughart, Jr
From: Judy Slonaker
Letter from Placey to Donald M Murdoch dated April 14, 1989 refers to "originally executed
Promissory Note of Murdoch Insurance & Investments, [nc, to Mary C, Murdoch and William A,
Murdoch in the amount of$60,536.93." [learned from Dick Placcy that this was a 10 year note
bearing Interest at 10%, William has received and reported payments of $800 per month on his
personal Income tax returns since that time. I am also including the 1994 portion of the
amortization of this note so you can see the date of death and current values, Please call if you
have questions,
. .... ...,~.~ ",. ...-.-.---.---
....--.--,-.....-..-.... .
Compound Period,..".:
Monthly
Nominal Annual Rate..:
Effeotive Annual Rate:
Periodio Rato....... . :
Daily Rate.... .......:
10.000 r.
10.471 r.
0.8333 r.
0.02740 r.
CASH t'LO\l DA'l'A
--------------"-----------------------------------------------------------------
-----------------------------------------------------------------~------------""
Event
Stt\rt
Date
How
Amount Hany Period End Date
1 Loan 12-25-66
2 Payment 01-25-69
60,536.93 1
800.00 120 Monthly 12-25-96
AMORTIZATION SCHEDULE - Normal Amortization
Date Paymen t Interest principal Balanoe
1 12-25-1993 BOO.OO 317.79 462.21 37,652.30
1993 Totals 600.00 317,79 462.21
2 01-25-1994 600.00 313.77 468.23 37,166.07
3 02-25-1994 800.00 309.72 490.28 36,875.79
4 03-25-1994 BOO.OO 305.B3 494.37 38,lB1,42
5 04-25-1994 800.00 301. 51 498.49 35,802.93
6 05-25-1994 liOO.OO 297.38 502.64 35,100.29
7 06-25-1994 600.00 293,17 508.63 34,B73.40
8 0'1-25-1994 800.00 268.95 511. 05 34,162.41
9 06-25.-1994 800.00 284.89 515.31 33,847,10
10 09-25-1994 BOO.OO 280.39 519.61 33,127,49
11 10-25-1994 800.00 2'/8.06 523.94 32,803.55
12 11-25-1994 600.00 271,70 528.30 32,075.25
13 12-25-1994 800,00 2B7.29 532.71 31, 542 . 54
1994 Totals 9,1300.00 3,490,24 0,109.'16
o r.and,j,'.o,t;lrbc ,.. -):.Cl.;A\l.~I:i0";:;::::"'-." "3'; 80 6';'03 ...,'ov,......__&~\I>o-
~(Q)[j2)'V
PROMISSORY NO'l'I~
$60,536.93
lIarrisburg, "A
December 31, 1988
FOR VALUE RECEIVED, MURDOCII INSURANCE & INVEs'rMEN'I'S,
INC., a Pennsylvania corporation with its principal place of
business situate 4614 Derry Street, lIardsburg, Dauphin County,
Pennsylvania, (hereinafter referred to as "Maker" or "Obligor")
promises to pay to the order of M/IHY C. MUHlJOCII and WlI,I,IAM
A. MUHDOCH, jointly and/or the survivor of t1wm, adult individuals
residing at 1092 Cardinal Drive, lIarrisburg, Daupbin County,
Pennsylvania, their heirs, administrators, executors, successors
or assigns (hereinafter referred to in the singular as "Payee"
or "Obligee") at the address of the Payee, or at such other
place as the Payee or any subsequent holder hereof may designate,
in writing, the principal sum of SIX'l'Y '1'HOUSI\NlJ FIVE HUNlJHED
THIRTY-SIX and 93/100 ($60,536.93) DOI,IJ\IlS, lawful money of
the United Stat'es of America, together with interest on the
outstanding principal balance thereof at the rate of ten (!O%)
percent per annum, payable in lawful money of tho United States
of America in the following manner, to wit: Commencing on January
25, 1989 and on the same (lay of each month thereafter, for a
total term of one hundred twenty (120) months, Maker shall pay
to Payee equal, consecutive monthly puyments upon principal
and interest in the amount of Eight Hundred ($800.00) Dollars.
Each such monthly payment shall be applied first to interest
and the remainder to the reduction of the principal balance.
The lust such payment shall be due and payable on
December 25, 1998 at which time any unpaid balance of principal
hereof and all interest accrued thereon shall be due and payable.
Payment of this Note is made in security for the obligations
of the Maker to Payee in that certain "Purchaso I\groemont" relating
to corporate stock of even date herewith. All of the agreements,
conditions, covenants, provisions or stipulations contained
in the Purchase Agreement which are to be kept and performed
by the Maker are hereby made a part of this Note to the same
eKtent and with the same forco and effect as if they were fully
set forth herein and Maker covenants and agrees to keep and
perform them or cause them to be kept and performod strictly
in accordance with their terms.
Should any default be made in tho paYI1lp.nl of' any install-
ment of principal or interest required to ho paid herein for
a period of fifteen (15) days after the sallln Elha11 he due or
should Maker default in the performance of any of the other
agreements, covenants, conditions, provisions or stipulations
contained in this Noto and the Purchase IIgreement within fifteen
(15) days, then Payee, at his option, without notice to Maker,
may declare immediately duo and payable tho entlrn unpaid balance
of principal, wi th interest lIccruecl thereon, a t the ra tc speci f ied
to the date of default and the payment thereof may be enforced
and recovered in whole or in part at any time by one or more
of the remedies provided to Payee in the Purchaso IIgreement
or the "Bscrow IIgreemont" relating to tho escrow of certain
corporate stock to secure the covenants and obligut:ionf1 of t:he
Purchase IIgreement entered into this date between the Mnker
and Payee and payment thereof may be enforccd and recovered
in whole or in part at any time by one or more of tho remedies
providcd to Payee in the Purchase IIgroemont or Escrow IIgreomcnt.
In such case, Payce may also recovcr all costs of suil: and other
expenses in conncction thcrewith, togcther with an attorney's
commission for collection of five (51.) percent of the total
amount due by Maker to Payee (but in no event less than $500.00),
together with interest on any judgment obtained by Payee at
the rate first hereinabovc provided, inClUding interest at that
rate from and after the ditte of any sheriff's sale until actual
payment is madc by the sheriff to Payee of the full amount.
In the cvcnt of a default Iwreunclor, I.laker IIt~reby
irrevocably authorizes and empowers any attorney, or tho prothonotary
or clerk of any court in the Commonwenlth of Pennsylvania, or
elsewhere, to appear at any time for Naker, with or without
declaration filed ns of any term, and thereto to confess or
enter judgment against Maker for the enUrc unpnid principal
of this Note and all arrearages of interest thereon, together
with costs of suit, attorney's co~nission of five (51) percent
for collection (but in no event not less than $500.00) nnd,
for so doing, this Note, or a copy hereof verified by affidavit,
shall be sufficient warrant.
'l'he authority granted herein \:0 confess judgment shall
not be exhausted by any excrcise thereof but shall continue
from time to time, and at all timcs, until paymcnt in full of
the amounts due hercunder. The rcmedies of Payee, as provided
in this Note, the contemporaneously executed Purchase Agreement,
the contemporuneously executed Escrow IIgreement nnd the warrants
contained herein and therein, shall be cumulative and concurrent
and may be pursued singly, successively or toget:hor ill' I:ho sole
discretion of Payee and muy be exercised as often as occasion
thereof shall occur; and the failure \:0 exercise any such right
or remedy shall in no event be construed as a waivcr or release
thereof.
Mukor hercby waivcs and releases nIl orrorn, defl~c\:s
and imperfections in any proceedings insl:i tut:od by 1'1lYf'0. lIndor
the terms of this Note, tho Purchase Acp:ocment: or tho !':scrow
IIgreement, as well as all benefits that might: accrue to Maker
by virtue of any present or future laws ex~mpting any property,
- 2 -
01" .... ,,_.... ~,' .... .... '.
, ~
. .
.
,
real or personal, or any part of the proceeds arising from any
sale of any such property from attachment, levy or sale under
execution or providing for any stay of execution, exemption
from civil process or extension of time for payments; and Maker
agrees that any property that may be levied upon pursuant to
a jUdgment obtained by virtue hereof or any writ of execution
issued thereon may be sold upon any such wd t, in whole or in
part/ in any order desired by Payee.
Payee shall not be deemed by any act of omission or
commission to have waived any of his rights or remedies hereunder
unless such waiver is in writing and signed by Payee and then
only to the extent specifically set for.th in writing. ^ny waiver
on one event shall not be construed as continuing or as a bar
to or a waiver of any right or remedy to a subsequent event.
This instrument shall be governed by and construed
according to the laws of the Commonwealth of Pennsylvania.
Whenever used, the singular number shall include the
plural, the plural the singUlar, the use of any gender shall
be applicable to all genders, and the words "Payee" and "Maker"
shall be deemed to include their respective successors, heirs,
personal representatives and assigns.
Maker is a Pennsylvania corporation with its principal
offices situate: 4614 Derry Street, Harrisburg, Pennsylvania 17111.
Maker certifies that the undersigned officer, Donald
K. Murdoch, President of Murdoch Insurance & Investments, Inc./
has full and complete corporate authority to execute this document
in accordance with its terms.
IN WI'l'NESS WIIBREOF / the undersigned has executed this
Note the day and year first above written by causing the same
to be signed by its President, attested by ito Secretary and
its common corporate seal applied thereto.
MURDOCH INSUHJ\NCE & INVgS'J'MEN'rS/ INC.
--I. /Yl
k M. Murdoch
By: /()rnJc.l{/'I?'k1,,~d,
5O~R. Murdoch, Pres deiit-
ATTES'fl
- 3 -
ESTATE OF MARY c. MURDOCH, DECEASED
ATTACHMENT TO SCHEDULE "F"
JOINTLY - OWNED PROPERTY
On October 26, 1990, the decedent, Mary C. Murdoch, her
husband, Donald M. Mur.doch (who died March 23, 1994) and her son,
William A. Murdoch, entered into a continuing Care Agreement with
a Retirement community called Cumberland crossings (copy
attaohed). Under the Agreement, each had the right to live there
for their respeotive lifetime. The purohase price for the unit
was $120,543.00. Upon all thr.ee of them vaoating the unit, a
refund of $120,543.00 was payable, less one percent of that
amount amortized for eaoh month of occupanoy, payable at the time
of resale of the unit by Cumberland Crossings. At the time of
decedent's death, $40,751 was amortized, leaving a balance of
$80,792 unamortized, which would be amortized in 67 months.
To receive the unamortized amount, decedent's son,
William A. Murdoch would have to give up what he already had
before the dacedent's death -- the right to live in the property
for the remainder of his lif.etime and to pay for the oost of
substitute quarters to be entitled to receive decedent's share
(one-half of the $80,792 unamortized amount of $40,751).
At the time of decadent's death, William A. Murdoch was age
53. His life expectancy was more than 20 years beyond the date
when the refund feature expires.
Moreover, the Cumberland crossings Agreement is a personal
servioe contract and the rights of Mary Murdoch,terminated upon
her death. Although she was entitled to a refund during her
lifetime, that right terminated upon her death.
For the foregoing reasons, no value is assigned.
/.Mt
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CUMBERLAND CROSSINGS
CONTINUING CARE AGREEMENT
This Agreement representa the entire understanding between
Carlisle Retirement Commxanity Cor oration ~oing bUlllnosp ~o
CUMBERLAND CROSSINGS and ~/I0' ~~ (1, (;~{ h)~lLAtY\4 .1iI.l1./1~
hereinafter called "Resident," Hate this ~~ day of
--t.f7iA"1\)J-I"-' , 1990.
Section 1. The._Rllll!10nn lJnclllI':lv1lliI. th.1JLhqreement arm
1.1
ClJMBERr.J\ND CROSSINGS" a nonprofi t chari table corpora Uon,
seeks to sorve tho ~esldential needs of well, adult persona
over the age of 62__,..T'wAM.
<.., . I
I
Resident wishes to reslde at CUMBERLAND CROSSINGS and haa
made an application for a particular living unit. Rosident
warrants that the representations made therein are true and
correct.
1.2
1.3
Resident acknowledges that he/ she haa received' a copy of
CUMBERLAND CROSSINGS' Inltial Disclosure Statement and
Annual Dlsclosure Statement, if applicable, prior to
executing this Agreement.
It is now the deaire of the partles heret.o to carefully
recit~'tho rights and duties of one to the other.
Therefore, in consideration of the promises herein set forth and
intending to be legally bound, the parties agree as followsl
1.4
Section 2. . J'he Resident's AcquinHion of the Riqht of Occupancy
2.1 Resident agrees to acquire and CUMBERLAND CROSSINGS agrees
to grant Resident a, life,Ume right of occupancy in uni t
aL subject to the torms sotTorth 1n thIs agresment -;---The
right of occupancy ia. granted in return. tor a principal
consideratlon of $-d::J/J S0c1. Dr) (,~ r\ c. fi/'- (the Entrance
Payment) which Res idant shall pay to CUMBERLAND CROSSINGS
in the fo~lowil1g manner I .y) --:/, Vii' 'H~ -1 ()
2.1.1 $/;). '190, DO (10% of' tho Entrance Payment) liB
the initial deposit upon execution of the Continuing
Care Agreement;
2.1.2 An amount equal to 35% of the Entrance Payment, lese
the initial deposit and the interest thereo~1 upon
start of Construction (intereet earnings shall be at
the maximum rate the Eecrow Agent will allow) I
2.1.3 An amount equal to 65% of the Entrance Payment on
the da te tho unit is available for occupancy all eu;.v
n.J!,. ' .v-
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date is established by written notice from
CUMBERLAND CROSSINGS to ResJ.dent.
2.2 In the event that a single Resident wishes to have a
related person enter CUMBERIJAND CROSSINGS and share
Resident/s unit, the related person must. give notice for
admission and meet all age, medical and financial
requirements applicable to residents of CUMBERLAND
CROSSINGS.
In the event that the related person does not meet the
requirements for entry, Resident may exercise his/her
option to termInate this Agreement.
Unrelated persons will be treated as new residents at such
time as they desire to receive any of the services or
benefits granted under CUMBERLAND CROSSINGS' Continuing
Care Agreement.
2.3 In the event that two current Residents wish to share a
unit and one wishes to give up his/her present unit section
2.2 is waived and section 3.6 will ~pply.
Section 3. Refund Po_licv
3.1 A $250.00 application processing fee, payable by Resident
upon making application for residency, is non-refundable.
~. 2 For a seven (7) day period after receipt. of the inJ.tial
deposi t, Resident shall have the right to terminate this
Agreement with the only penalty or forfeiture against the
initial deposit being those costs, if any, incurred at the
specific written request of Residont.
3.3 If Resident should terminate this Agreement for any reason
after seven (7) calendar days of making the initial deposit
and signing the Continuing Care Agreement but prior to
construction start, all monies will be refunded less those
costs incurred at the specific written request of Resident,
and the a $250.00 appI'icatiCln processing fee. After the
start of construction, an additional deduction of five
percent (5%) of the Entrance Payment will be made.
3.4 If Resident dies before occup~'ing the unit, or through
illness, injury or incapacity is precluded from becoming a
Resident, Resident or his legal representative shall
receive a full refund of all monies paid to CUMBERLAND
CROSSINGS, with interest, less those costs incurred at the
specific written request of Resident and the $250.00
application processing fee.
2
1.,\\\' IHTICES - "'^,ITSlIN, IIr.AllIlllltn. WII,I.IAW; ^ 0110
3,5 In the event that construction commences but Resident's
unit is not substantially in accordance with the plans
therefore within twonty-four (24) months thereafter,
Resident shall, upon roquost, receive a full refund of all
monies paid to CllMBERI.J\ND CHOSSINGS, wi th interest, less
those costs incurred at tho spodfic request of Residont.
3.6 In the ovent that t.hiA Agreemont iA term1.natod after
occupancy, for any reason, the Residont. shall be entitled'
t.o a refund of thirty-five percont (35%) of t.he Entrance
Payment
plus
an amount equal to s1.xty-f1.ve percent (65%) of the Entrance
payment lesA one percent (1 %) of the Ent.rance Payment for
each full or partial month of occupancy (the period botweon
the date on which the unit is available to the Resident for
occupancy and the date on which Resident vacates the un1.t).
3.7 Prior to occupancy I a II applIcable refunds will be made
within fifteen (15) daYA of Resident's request. After
occupancy, all applicable refunds will be made only after
resale of the right of occupancy of the unit by CUMBERLAND
CROSSINGS. Payment of t.he refund shall be made within
thirty (30) days after the full resale payment has been
received by CUMBERLAND CROSSINGS (or, if such resale is an
installment sale with payments to be made over a period
greater than twu (2) months, within sixty (60) days of the
receipt of the initial payment thereunder by CUMBERLAND
CROSSINGS). Every effort will be made by CUMBERLAND
CROSSINGS t.o fill the vacated unit and refund any monies
due as soon as possible after termination. In addition,
there w1.ll be no chargo to Hesident or Resident's estate
for any costs associated with the resale of the unit.
All other elements respec:ting sllch resale shall be wit.hin
the sole discretion of CUMRERLAND CROSSINGS, including
resale prlce, t€Jrms I and l.denti Ly of purchaser.
Section 4. Accommodatlonn 'and Services Durinq Occupancy
4.1 CUMI3ERLAND CROSSINGS will provide an apartment or cluster.
cottage featuring I
an all-electric ki tchon wIth wood cabinets, refrigerator,
stove, oven, dishwasher, garbage disposal, and exhaust fan;
window sheers or shados; wall-to-wall carpeting w1.th v1.nyl
flooring in kitchen and bathroom;
ind1.vidually controlled heating and air cond1.tioning;
3
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an emergency call system in each unit connected to the
health care center and monitored 24 hours a day by trained
staff;
weight-bearing safety bars in tub and shower;
pre-wiring for cable TV and tolophono;
smoke detectors in all un1ts connected to the emergency
call system and monitored 24 hours a day;
patio or balcony for all apartments and cottages;
ample surfaced parking for residents and guests.
full size dishwashers, washers and dryers in each cluster
cot tage unit;
overhead storage and automatic garage door openers for all
cluster cottages with garages;
personal laundry facilities on each apartment floor;
secured central storage for all apartment residents;
a sprinkler system in the apartment building;
a security intercom system for all 'apartments; and
4.2 CUMBERLAND CROSSINGS will provide the fOllmling services,
for a monthly fee described in Section 5:
all indoor maintenanco which will include repair and,
replacement of all appl.iances furnished by Cumberland
Crossings, repair and replacement of all heating and
cooling systems, repair and replacement of plumbing
fixtures, scheduled redecorating (carpet, paint and vinyl
flooring), and repair and replacement of all interior
fixtures and systems;, painting shall Occur not less often
than every three years and replacement of carpet and vinyl
flooring shall take place not less often than every
ten years.
all outdoor maintenance which will include lawn care,
trimming of shrubs and trees, mulching, planting of annuals
and perennials, maintenance of roadways, drives and
park1.ng areas, maintenance of walkways and paths,
maintenance of building exteriors, maintenance of patios
and balconies, and removal of snow and leaves;
water, sewer, trash removal and basic cable fry service for
cluster cottages;
4
I.^U' oFf'lc:rs - !I^lll'SON, III:^'lIllllllT, "II.I.WIS .\ ono
all utiH Hen (oxcopt telephone) for apartments / including
water/ sewer, hoat, air conditioning, hot water/ basic
cable TV servico, trash romoval, and electricity for lights
and appHances;
full-timo, on-site mllintennnco personnel and 24-hour
avaUability for omergoncy maintenance service;
schedulej transportation to local shopping
grocery stores/ medical centers, Carlisle
pharmac '.es, churches and the l1.ke;
centers,
Hospital,
~ biann~al heavy cloaning of all apartments and cottages
including washing of windows;
attendants and nursing personnel on duty at all timos
within the assisted living center and available to the
apartment and cottage residents, and 24-hour emergency,
response; No 1!J.LtP.t
r
wellness programs such as blood pressure screenings, diet
counseling, medication analysis, cholesterol screening, and
fJ.tness programs (any lab fees would be billed on a cost
basis);
planning of recreational and social events;
free use of all common areas and outdoor recreational areas
including the dining/multi-purpose room, t.he l1.brary, craft
rooms, the commissary, lounge and game rooms, garden plots,
walking/jogging paths, etc.;
lifetime priority for admission to the assisted living
center and the nursing center when it is constructed (prior
to construction of its skilled nursing center, CUMBERLAND
CROSSINGS wUl maintain preferred provider arrangements
with selected nursing homes in the Carlisle area and will
make all transhlr arrangements for CUMBERLAND CROSSINGS
residents if skEled qr intermediate care is needed);
comprehensive insurance on all structures and equipment
owned by CUMBERLAND CROSSINGS (contents insurance wEl be
the responsibility of the Resident);
all real estate taxes.
Section 5. Monthl Y Service Fee
5.1 In addi tJon to the Entrance Payment and in consideration of
the facilities and services provided to Resident by
CUMBERLAND CROSSI~GS, Resident agrees to pay a Monthly
Service Fee of $ ,:'2c:.:l6. () (J
5
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'.
The Monthly Service Fee may be adjusted from time to time
by CUMBERLAND CROSSINGS to ref lect changes in the cost to
CUMBERLAND CROSSINGS of achieving its purposes. However,
CUMBERLAND CROSSINGS will endeavor to malnt,1in the Monthly
Service Fee at the lowest possible figure consistent with
operating on a sound financial basis and with the
maintenance of a high quality of service. CUMI3EHLAND
CROSSINGS will give not less than thirty (30) days advance'
notice of any change in fees or scope of services, except
for changes required by state or federal regulations,
5.1 Payment of the Monthly Service Fee shall begin on the date
the unit is available for occupancy and will be prorated if
applicable. Payments shall be made on the first day of
each month during the time that the Agreement remains in
force. The penalty for payments not received within five
(5) bus iness days from such due date will be one percent
(1%) per month of the outstanding balance.
5.3 Resident's acceptance into CUMBERLAND CHOSSINGS has been
based on facts recorded in Resident's Financial Statement.
It is the Resident's responsibility to maintain his or her
stated financial position in a woy that will not jeopardize
Resident's obility to meet the finoncial requirements
stated in this Agreement.
5.4 In the event that any Monthly Service Fee is not paid
within thirty (30) days after it is due, CUMBERLAND
CROSSINGS may, on one (1) month's written notice and at its
discretion, do any of the following:
5.4.1 Require Resident to liquidate capital assets in
order to keep his/her account on a current basis
and/or require Resident to apply through family,
church, state or federal agency for. any asaistance
which may be available for application to the
Monthly Service Fee.
5.4.2 Allow Heside~t to remain in the unit and apply
Monthly Service Fee charges to any applicable refund
amount, provided that such accrual of charges does
not exceed such refund amount and pr.ovided further
that such accrual of charges does not jeopardize the
financial integrity of Cumberland Crossings;
5.4.3 In the event the provisions of 5.4.1 and 5.4.2
hereof are not feasible, require Resident to vacate
the unit:.
6
I.AW llfTI<:f:S - ,\IAIIT~ON, Ilf:AIIIlIlIIl'f'. "II.I.IAMS .~ lI'I TO
BecU.on Ii B).qhts and ObHqatJOIlB all to Occupancy
6.1 The rights Bnd privilogos of Rooident under this Agreement
are personal to him/her and cannot: be' transferred or
.J1~ned_P'Y act of RfHI.l.slilllL. or by any proceeding of law,
or otherwise ria porso'flciiJlor than Resident may occupy the
unit covered by this Agreement: without the written approval
of CUMBERLAND CROSSINGS except incidontal and occasional
occupancy by visitors and fnmDy whDe sllch unit is
actually occupied by Resident OJ: under tho circumstances
described in Section 6.5 horeof.
6.2 CUMBERLAND CROSSINC;S agroes thnt Resident shall have the
dght to occupy the unit reforonced in Soction 2 for so
long as residont qualifios for occupnncy in an independent
living setting. CUMBERLAND CHOSSINGS shall hnve the right
to establish criteria for residents to qualify for
independent living. In general, these critoria will be
that:
6.2.1
The con Unued pres ence 0 f
cluster cottage or npartmont
the henlth, safety, pence
comfort of other Residents;
the Resident in the
is not detrimental to
of mind or personal
6.2.2 The Resident is not incapacitated either physically
or mentally, so that his/her removal to a more
appropriate facility of. CUMBERLAND CROSSINGS, a
hospital or other custodial facility is not deemed
to be in his/her best interest as well as the best
interest of the other Residents of the cluster
cottages and apartments.
6.3 Resident understands that continued residency in tho uni t
shall, in general, be controlled by Hesident's ability to
meet established criteria as evidenced by nt least an,
annual physical examination IHld nn annual assessment by
CUMBERLAND CROSSINGS staff in co~~ultati~ wi~h Reside~
attending physicilln. , SIlJ.d physi:rri1.-(~xam istO"'l:lB-i\t'tJ1e
expense of Resident. Upon a good faith determination by
the attending physician that Resident i8 no longer capable
of meeting the requirements for occupnncy of the unit or
is a danger to self or others, Resident or Resident's next
of kin, legal representntive or ngency acting on Resident's
behalf will be notifJod by CUMBF:HLANll CI\OSSINGS that
arrangements will be mnde for Hesident's immediate transfer
to CUMBERf,ANll CROSSINGS' Ilssi!ltod l.ivJ.ng centor or other
appropriate cnre facilHy. ClJMBEHr.AND CHOSSINGS shall not
be liable for acting in accordnnco with !laid certification.
6.4 If, in the opinion of CUMBERLAND CROSSINGS with the advice
of the Residant's personal physician, the Resident requires
.,
I..\\\' 1IITII:I:~i -- '1 \11 "~IIN. 111:,\111111111'1'. \l,'II.1.L'M~ ~ 01111
personal care in CUMBERLAND CROSSINGS' assisted living
center, Resident will have priority for admittance to
CUMBERLAND CROSSINGS' assisted living center.
6.5 If the sole Resjdent of a unit is admitted temporarily to
CUMBERI,AND CROSSINGS' assist8d l.t.ving center, or to a
nursing home or hospital, with a medical prognosis of
recovery and return to an independent form of living,
he/she shall retain possession of his/her unit for the
purpose of resuming residency in same. ~~o Monthly Service
Fee for Resident/s unitt prorated to adjuflt for those
personal services which the Resident is not able to use/
will continue to be due until Resident relinquishes the
unit and it is vacated in nccordance with Section 8.
Section 7. An:anqement for Guardian.sh,LTI-or Cons9rvatorshlp and
for Elltate
7.1 Resident shall furnish CUMBERLAND CROSSINGS, no later than
the date of occupancy, a durable power of attorney
(including health care decision-making) I in favor of an.
individual chosen by Resident who shall be reasonably
available, which power of attorney shall be executed by
Resident and shall be at all times 1n effect and physically
located in CUMBERI~D CROSSINGS' files.
7.2 If Resident becomes unable to properly care for his/hel"
property, and if Resident has made, no other designation of
a person or legal entity to serve as guardian, or under
deed of trus t or power of a ttorney I then Resident hereby
authorizes CUMB!':RI,AND CROSSINGS to nominate a legal
guardian to serve when approved by a court as provided by
low.
Sectlon 8. Helinquiohment of the Rlqht of Occupancy
8.1 Resident may terminate this Agreement by providing
CUMBERLAND CROSSINGS thirty (30) days prior written notice.
Residency shall not tEjrminate until the end of that period.
CUMB8RLAND CROSSINGS shall refund to Resident amounts paid
to CUMBERLAND CROSSINGS in accordance with the Refund
Policy set forth in Section 3 of this Agreement.
8.2 Unless soonE'r terminated by i t5 own provisions, this
Agreement shall terminate at the death of Resident,
whereupon all obligations of ClJMBERIJ\ND CROSSINGS under
this Agreement, other than those relating to removal of
personal property and refund, sha 11 cease. 'rhe obligll tion
to pay the Monthly Service Fee as provided in this
Agreement shall continue until tho unit has been vacated by
the estate or family of Resident.
8
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,
" ,
... .... ,.. -.. .' -~, ..~ .
8.3 Resident or his/her agents shall remove all household
furnishings and personal property from his/her unit on or
before the date of relinquishment, and if Residont's agents
are unable to do so, CUMR8RLAND CROSSINGS through its
agents shall have the right to remove all such property and
place the same in storage. 'I'he removal and storage
expenses shall be the responsibility of the Resldent.
CUMBERLAND CROSSINGS will cooporate with the Resident's,
estate by storing the property at the expense of the estate
should more than 30 days be required for removal.
8.4 Upon vacating the unlt, Resident shall leave it in the same
condition and repair as exlstml upon Ills/her acquisition
thereof, normal wear and use except.ed. Should any
maintenance, repairs__oJ:-I-epli1~lnonts be deemed necessary by
CUMBERLAND t'R'OSSI NGB, th8cQ~_t:.:.::theruOT-'8ha-IrDe-che'
responsibility of Resident, andmay'.be--aeduct'ed-from-anY
refund. ,:- ' ,/-, - .--'.'..- , .
8.5 Upon the date of termination of the right of occupancy,
CUMBERLAND CROSSINGS shall have full rlght and authority to
enter into and take control of the unit.
8.6 In the case of double occupancy of a unit, it shall not be
considered a termination if the occupancy by one person in
the unit ceases on account of death or termination, and the
other Resident remains, and nonB of the provisions of
paragraphs 8.1 through 8.5 shall be applicable.
Upon the death or termination of the remaining Resldent all
the provisions of paragraphs 8.1 through 8.5 shall then be
applicable.
8.7 Upon a refund becoming due in accordance with paragraph 8.6
concerning double occupancy, tho following disposition
shall apply unless the Residents shall have otherwise
agreed between themselves in wri ting, or unless the law
shall ot.her'l/lse provide:
8.7.1 If 'both Residents die or. termina te \d thln a thirty
(30) day period, said refund shall be divided
between them or their estotes.
8.7.2 If one Resident romr11n8 for a pedod in excess of
thirty (30) days, said refund, when due, shall be
paid entirely to soid ronwinlng Resident or hIs/her
estate.
8.7.3 Notwithstanding 8.7.1 and 8.7.2, if the parties were
married when double occupancy commenced, the right
9
I.""" of'FICt:S - Mr\IlTSIIN. IH:AlIIIIIIIIT. \\'ll.l.1^~IS .\ (inn
to receive a refund shall be as tenants by the
entireties.
8.7,4 In the event of any controversy between Residents
and/or the personal representatives of Residents,
concerning the ownership of any refund, which
cont.r.oversy results in, or may !'esult in,
litigation, CUMBERLAND CROSSINGS shall have the
right, at. its option, to petition the court to pay
said refund, less any set-offs authorized by this
Agreement, into the Court of Common Pleas of
Cumberland County, and to petition the court to
determine the prop(~r owner. The Resident. agrees
that. all reasonable attorney's fees and other
related cants so incurred by CUMBERLAND CROSSINGS
shall be deducted from said refund prior to payment
of the remainder of the refund into court. 'I'he
petition filed with the court shall itemize and
specify any deductions. Resident specifically
releases CUMBERLAND CROSSINGS from any liability
which may be incurred as :the result of actions
consistent with this subparagraph.
8.8 CUMBERLAND CROSSINGS' Execu ti ve Director wi th the advice
of Resident's attending physician may consider Resident' s
unit vacant if Resident has been transferred to a nursing
or a special service facility (whether owned by CUMBERLAND
CROSSINGS or not) or hospital for ,health conditions which,
in the opinion of Resident's physician, require permanent
occupancy of such quarters.
A prorated Monthly Service Fee will continue to be due
until Resident's personal belongings are removed.
Section 9. Miscellaneous provisions
9.1 Resident's age, medical information, financial statements
and Application for Residence constitute a material part of
this contract and are attached het'eto and become part of
this Agreement. A'ny misrepresentations or material
omission render this Agreement null and void at the option
of CUMBERLAND CROSSINGS.
9.2 Resident hereby agreos to the rules, regulations, policies
and procedures for the governing of CUMBEHLAND CROSSINGS
and such amendmen t:s, modi Uca tion!1 or changes of rules,
regulations, policie!1 und procedures and variations of fees
and services as may be established by CUMBERLAND CHOSSINGS
and such amendmnnts to this Agreement or rules,
regulations, policies, procedureH, fees and services as are'
required from time to tilne by applicable statute or
regulu tion.
10
r.,\\\' lInlCf:S -- .\t."II~O,"', 111:.\111111111'1', l,\ 11.I,IA'lh ^ OT'llI
9.3 Notice when required by tho torms of this Agreement ahall
be sufficient if given to CUMBERLAND CROSSINGS at its
administrative offIce and, if to ROBident, at the address
givHn below until Resident entero CUMBERLAND CROSSINGS and
thereafter II t Ilosident' a CUMlJImr,AND CROSSINGS IIddronn.
9.4 By vIrtue of this Agroomont, CUMB~;HLAND CIlOSSINGS has
undertaken rosponsibility for the shelter of Resident.
CUMBERLAND CROSSINGS agnws to insure the premises so as to
maintain its financial integrity, including its
responsibility to meot refund oblilJations. In the event of
fire or natural disuster which might preclude the occupancy
of Resident's unit, CUMBEIlLAND CROSSINGS will maintain its
obligation to provide sheltor and will assist in every way
in placing Resident in equivalent alternate shelter.
9.5 ResidfJllt will pormi t CUMBERLAND CROSSINGS or its agents, or
any representativo of any holder of a mortgage on the
property, or when authori l.8d by CUMBERLAND CROSSINGS, the
employees of any contractor, utility company, municipal
agency or others, to enter the premises for the purpose of
making reasonable inspections and repairs or replacemonts.
Such entry will be made only with reasonable advance
notice, except in cases of emergency.
9.6
CUMBERLAND CROSSINGS
Resident in respect to
color, creed, religion,
shall not discl'iminate against'
admission on the grounds of race,
sex, national origin or handicap.
9.7 Should either party be eligible for Federal, State or other
funds on behalf of the Resident, nothing in this Agreement
shall be construed as to makB ei.ther party ineligi.ble for
such funds, and Resident expressly waives any provisions
hereof which might now or hereafter be in conflict with any
Federal, Sta te or other law or regula tions, and agrees to
apply for and cooperate in obtaining such benefits whon
eligible therefore.
9.8 All claims which the ,Resident, or his heirs, executors or
administrators m1ght have against CUMBERLAND CROSSINGS, its
trustees I officers or agent.s shall be subject and
subordinate to the lien of any outstanding mortgages,
encumbrances, secured transactions, or other claims
properly secured or filed of record, aga1nnt CUMBERLAND
CROSSINGS.
9.9
Any amendment to
signed by the
representatives.
this Agreement shall be in wdtJng and
parties hereto or their proper
9.10 No act, agreement or statem(JIlt of any Resident or of any
individual acting on behalf of a Resident shall constitute
11
I."U' lJrrlC:l:s - M.-"flTSON. lH:AllIHIIUT, \l.'II.I.Ir\.\lS ,t. orl"/I
.
.
AIll)F.NDUM '1'0 CllMfmHI.ANIl CHO[;:UNGS RE'I'IREMEN'1' COHHllNI'I'Y
RESIDENT AGREEMENT
As of ,Januflry 16, 199? CllJllI)(!rJand Cl'O!;sJnCj[;
offering three Entrance I'no HI.~fund optiun!].
following refund option:
Hotin'mont COJlllnuni ty is
1 ilJll/\1n iln~:;oloctlnq the
N1LRJU'JlliP.: An amount equill to one-hundred percont (100'1.) of the
Entrance Payment loss ono percont (1%) of the Entrilnco Payment for
oach full or partial month of occupancy (the porlod botween the
date on which the cottago or apartment is/was available to YOU for
occupancy and the dato on which YOll vacate the cottilgO or
apartment).!".!,tu,1./I./l\!(""/I.,/".,,d,,:,'\ i"'I'~'~" ' ",_. .":
. Original Amount Paid $,1 tl,_('_1qt..ll~ /.J,( f:'I_~..
I,mount. to be Refund,,(1 - _ .O..-/:;J?L-ItJ- .", ,3" .
Amount Equal to?( Los!; than Entnlllc" 1'0" $"-I~O..JffII.".,-,,,- /".1.,),','/'1
~L~%...RMJ1tiD.: 1'hi r
an amount equal f
less one percent
partial month of
the cottage or I
the date on WhIt :
iv" pcrcont (35%) of t110 Entnlllc" Pnymont 1'1 us
xty-fivo porcent (65%) o( the Entrance Payment
of the Entrilnce Payment for each (ull or
pnncy (the period between the dat" on which
ent is/was aVflIlable to ,YOll for Occ:upiCncy flnd
. vacnte tho cottnge or apartment).
~o chilnge In Dollar Amount
90~EfllliQ: Ninety percont (90~;) of tho Entranco Pnym"nt pI un an
amount equal to ten percent (10%) o( the Entrance Payment loss onn
percent (1%) of the Entrilnce Payment for each full or pilrtinl month
of occupancy (the period between the date on which the cottnge or
apartment is/\~as avnil alll e to YOU for occupancy and the dnto on
which YOU vacate the cottngo or apartment).
OrigInal Amount pald $__-.__,_..__________
10'1. Addi llonal Payment + _____,__________,_
New Entrance feo $ _____,__'.._.____
The ~mortization date of mYi1(!.I'"nn\!'.Ill: conti IllW!; to be tho san~o il!, my
Ori~ agreement dilted -~tf1jpJ.~71Jt!-'-h_'----' for cottatJc # 1.ie., a
~~;':"#-cAO,e;,;,;'d 1\""Jd"",~hl\"Cl (\'I<<I~ ;
\~ i tneSS~{/'Ii~~jAl!l,,:"t-'-~_ Ho:;.i don(A_t{~~E:.U.l~_.A,J~LZ.(l.,,:,l
Dntr>_ ~h'wtl.~J9.}:,:?... ~ (il'h h"l'''.:,,_..'::':'.~.~:~:.....___..
IJilte__ :2!~-7IJ9)-- .
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For cumberland Cro!;!; i Ill]" Hnt i I'l~mont comf'hi ty ,
/Vc, /;'7 ~ ! (I
s i (]nn tll re ~ ,_:::_", : (,~ :,,,,tt:L_{':::;".. _ ?/J)../ ('0/, "
Susan 13. -'lItl! eh, NII^
President
AEV .'llOE)( + 12.111 '
SCHEDULE G
TRANSFERS
COM~rtm4lb_~}llYANIA
ESTATE OF
Pit... P,lnt 0' T .
FILE NUMBER
21.94.608
_Mary C. Murdooh SSII 196-38-9021 _07/02/9/,
THIS SCHEDULE MUST BE COMPLETED AND FILED IF 'rHE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES.
ITEM
NUMBER
DESCRIPTION OF PROPERTY
Includ'l\Imt of th. tllnlf,,",lh.r,
Il'I"'"whln lodoctdtnt dall of 111M lit.
Mary C. Murdoch Intervivos
Trust created October 12, 1988
amended Juno 23, 1989, copy
attached, invontory of Trust
Assets:
DECO'S
% INT,
DOLLAR VALUE OF
DECEDENT INTEREST
EXCLUSION
TOTAL VALUE
OF ASSET
1
290.726 units, Nuveen National
Trust 306, somi annual
close 7/1/94 34.43
closo 7/5/94 34.44
10,011,15
10,011.15 OO.OO~
2
191.461 units, Nuveen PA
Insured Trust, semi annual
close 7/1/94 89.66
close 7/5/94 89.68
17,168.31
17,168.31 OO.OO~
3
287.964 units, Nuvoen National
Insured Trust 77, semi annus1
close 7/1 - 91.55
close 7/5 - 91.56
26,364.54 OO.OO~
26,364.54
4
156.899 units, Nuvoen National
Insured Trust 230, monthly
close 7/1 - 103.15
close 7/5 - 103.27
16,193.55 OO.OO~
16,193.55
5
68.859 units, Nuveen National
Traditional Trust 475, monthly
c10so 7/1 - 108.34
close 7/5 - 108.36
7,460.87 OO.OO~
7,460.87
6
68.879 units, Nuvoen National
Trust 478, quartorly
close 7/1 - 108.30
close 7/5 - 108.32
7,460.28 OO.OO~
7,460.28
7
68.553 units, Nuvoen National
Traditional Trust, 479, monthly
close 7/1 - 99.34
close 7/5 - 99.39
6,812.80 OO.OO~
6,812.80
0.00
Total of Continuation Schedu1o( )
17.987.70
TOTAL (AI.o .nl., on line 7, R.,.ohul.llon)
(II mo'. sp.c.ls n..d.d, Insert .ddlllon.1 .h..IS ol..me slz..)
CopyrI9ht(C) 1"4 form ,o'twlr' only CPS)'llems, Inc:.
109.459.20
F.'m 1500 S'hodul< G IAty, 2'.7)
, BID VAL INTRST 1 TOTAL BID VAL INTRST I TOTAL
7/1 7/1 7/1 7/5 . 7/5 ...1J.!J.
NU Nat'1 307 32.94 1.493 34.43 32.94 1. 503 34.44
NU Penna 25 87.28 2.383 89.66 87.27 2.413 89.68
NU Nat'l 77 89.41 2.143 91.55 89.40 2.163 . 91. 56
NU Nat'l 230 102.00 1.151 103.15 102.10 1.171 103.27
NU Nat'1 475 107.11 1. 231 108.34 107.11 1. 251 108.36
NU NIlt'l 478 105.83 2.472 108.30 105.83 2.492 108.32
NU Nat'1 4711 98.14 1. 231 99.37 98.14 1.251 99.39
VKM Series67 887.60 11. 591 899.19 887.87 11.771 899.64
1 = Interest computed monthly
2 = Interest computed quarteriy
3 '= Interest computed semi-annually1
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UI N'~ F\TH ItCOND STReCT
IIAMAIIMIIURO, .......H.yLVAHIA nlOa
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MAltl{ C. MURDOCH 'l'RUS'l' AGREEMEN'l'
I, MARl{ Co MUHDOCH, now of Lower Paxton Township, Dauphin
County, Pennsylvania, hereby transfer to my husband, DONALD No
MURDOCH, and myself, as Co-Trustees (they and their successors
are hereinafter individually and collectively referred to as
"Trustee" unless specifically noted otherwise), the property
described on the attached schedule, to be held In Trust as follows:
FIHST: Dispositive Provisions for my Benefit During
my Lifetime:
A. All of the net income shall be paid to me or aooum~lated
and added to principal, as I may direct in writing. In addition,
so muoh of the principal shall be paid to me as I may direot
in writing 0
B. If, in the opinion of the Co-Trustee, I am at any
time'unable to act or to apply the payments to my own best interest
and advantage, the Co-Trustee may apply directly for my benefit
as muoh of the inoome and/or principal as the Co-Trustee may,
from time to time, deem appropriate for my welfare, cumfort,
support or emergency needs and may add to prinoipal as ~uoh of
the inoome as the Co-Trustee deems advis~ble.
SECOND: Disposition After my Death: Upon my death
while this Trust continues, the Co-Trustee shall pay all of my
then outstanding debts including expenses of my last illness,
funeral expenses, costs of my gravemarker, if any, all taxes
due during my lifetime and in consequenoe of my death, and fees
and expenses incurred in settling my affairs and estate, if any,
and shall retain the balance of principal and undistributed income
to be held In Trust as follows:
A. If my husband, DONALD M. MURDOCH, and my son, WILLIAM
A. MURDOCH, are then living, Trustee shall pay to my husband
/lnd 10Y son, WILLIMI A. /111RDOCH, or the survivor of them, the
income and so much of the principal as the Trustee hereinafter
designated to do so, in his sole and absolute discretion, in
"
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9UO& e~a~es. or proportions as he 'shall deem advisable according
to the respective needs and circumstances of said beneficiaries.
Speoifically, Trustee shall maintain my home for my husbRnd and
my son, WILLIAM A. MURDOCH, or the survivor of them, if it is
practical and feasible for these beneficaries, or the survivor
of them, to reside in that home. Trustee may make arrangements
for either my daughter, MARILYN HOCKER, 0r either of my sons,
ROBER'!' 1". MURDOCH or DONl\LD K. MURDOCH, to live in my home with
.,
my son, WILLIAM, to aid in maintaining that home for him. My
son, WILLIAM, however, shall have the right to approve or reject
any such living arrangements. In the event that this occurs,
the persons who live in the bouse with WILLIAM shall, from their
own resources, pay one-half of the epxenses of maintaining the
home, including taxes, insurance and repairs, and the trust assets
shall provide the other one-half of the expenses of maintaining
this home. The Trustee shall not be restricted to making equal
payments to my husband aud my son, WILLIAM, from these trust
assets, but may make those payments as my Trustee deems best.
B. Upon the death of both of the above-named beneficiaries,
my Trustee shall divide the then remaining principal an~ undistributed
income of this trust into as many equal shares as I have children
who are either then surviving or who are deceased but have children
surviving, and as to each of my children, the Trustee ~hall pay
to Buch child his or her share. If a~y of my children fail to
survive the time of this distribution, but have living issue
then surviving, the Trustee shall hold that share for such child
or children until they are age twenty-five (25). At that time,
the Trustee shall distribute ouch child or children's share to
them absolutely. 'I'here shall be deducted from the share due
to my son, DONALD K. MURDOCH, or his children, pursuant to this
paragraph, the value of Donald K. Murdoch's ownership interest
in Murdoch Insurance and Investments, Inc. determined as of
December 31 of the year prior to my death or the consideration
received by him from the sale of his ownership interest in that
company should that occur prior to my death, and such amount shall
- 2 -
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C)
be distributed equully between my daughter, MARlI;tN HOCKlm, and
my son, ROBERT F. MURDOCH, or their children, per stirpes.
'l'IIIRD: Hight to Revoke and Amond: I reserve the right
to revoke or amend this Trust, in whole or in part, at any time
and from time to time by an instrument in writing, delivered
to the Co-Trustee and intending to taka effect during my lifetime,
The Trustee reserves the right, at any time upon thirty (30)
days advance written notice to me, to resign and deliver the
trust estate to me.
FOUR'l'lI: Additions to. 'l'rust: Subject to the approval
of the Co-Trustees or Trustee, either I or any other person or
entity may add properly, real and personal, to the principal
of this trust.
FIFTH: Trustees' Powers: In addition to the powers
granted by law, my Trustees shall have the following discretionary
powers, applicable to principal and income, which shall be exercisable
without leave of court and shall continue until distribution
is actually made:
A. To accept and retain any or all property, holding
stock or other securities of the corporate Trustee or of a ~olding
company controlling the corporate Trustee; ,
B. To invest in all forms of property (including,
but not by way of limitation, real estate, all types of stocks,
bonds, options and participations in common trust funds and money
market funds), without being confined to investments prescribed
by statute and without being required to diversity I
C. To buy investments at a pr~mium or discount;
D. To hold property unregistered or in the name of
a nominee,
E. To give proxies, both ministerial and discretionarYl
F. To compromise claims;
G. To join in any marger, consolidation, reorganization,
voting trust plan or other concerted action of security holders,
and to delegate discretionary du~ies with respect thereto,
- 3 -
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.
H.
To borrow from itself or from others, and to pledge
real or personal property as security therefor, to loan cash
or securities upon such terms and conditions as Trustees deem
appropriate;
I. To sell at public or private sale for cash or credit
or partly for each, to exchange, to improve, or to lease for
any periOd of time, any real or personal propert~, and to give
options for sales, exchanges or leases;
J. To allocate any property received Dr charge incurred
to principal or income or partly to each, without being obliged
to apply the usual rules of trust accounting;
K. To distribute in cash or in kind or partly in each,
L. To retain any part or a'll of my business interests
held in this Trust as long as the Trustees consider it advisable
to do so, and to conduct, alone or with others, any such business
in which I am engaged, with all the powers of an owner or with
respect thereto, including the power to delegate discretionary
duties to others and to pay adequate compensation to any such
persons, to invest other property in such business and to incorporate
it or change its form.
SIXTH: Compensation: The corporate Trustee hereinafter
named shall be compensated in accordance with its standard schedule
of charges in effect from time to time during the period of its
services.
SEVEN'l'Il: Non-I\Sllignment: No part of the income or
principal of the property held under this Trust shall be subjeot
to attachment, levy or seizure by any creditor, spouse, assignee
or trustee or receiver in bankruptcy prio~ to actual receipt
thereof. The Trustee shall pay over the net income and the principal
to the persons herein designated, as their interests may appear,
without regard to any attempted anticipation (except as specifioally
provided in this agreement), pledging or assignment under the
Trust, and without regard to any claim hereto or attempted levy,
attachment, seizuro or other pr0cess against me.
- 4 -
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EIGII'l'II: Suooessor 'l'rustee: DUring my lifetime, I
may terminate the initial Co-Trustee herein named and name suoh
SUccessor trUstee or SUcoessor co-trustee as I deem advisable.
When one of those Trustees coases to serve, WILLIAM A. MURDOCH
shall. succeed such 'l'rustee. 'l'hereafter, when the next 'l'rustee
vaoanoy occurs, such vacancy shall be filled by ROBERT F. MURDOCH.
When the next Trustee vaoancy occurs, the s,\me shall be filled
by DAUPHIN DEPOSIT BANK AND TRUST COMPANY, HarriSburg, Pennsylvania,
and upon the death, resignation or inability to serve of the
then surViving individual Tr~stee, DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, shall be the sole Trustee.
The income beneficiaries of the herein created trusts
after the death of Mary C. Murdoch, may, by instrument in writing,'
hand delivered to the Trustee, with or without the consent and
permissign of that Trustee, change the Trustee to another Trustee.
NIN'l'lI: Discretionary Payments of Principal and Interest:
All decisions as to discretionary payments of principal and income
as provided under paragraph Second A hereof shall be made by
the Trustee who is not the income beneficiary pursuant to the
provisions of that paragraph. A Trustee who is a income beneficiary
shall not partiopate in said decisions.
TENTII: Governing Law: This Trust is created and acoeptfld
in the Commonwealth of Pennsylvania and shall in all respects
be governed by its laws and shall have its situs at Dauphin County,
Pennsylvania.
seal
IN WI~SS WHEREOF, I have hereunto set my
this ~"'day of QdtJh.L-1,,)
.~)C (
hand and
, 1988.
~s
~\\~ (: ~h\UJ\ b.oc{)v
Mary '. Murdoch
(SEAL)
The foregoing Trust is hereby accepted.
Dated: () j ('::<.,/ ?,J'f
"tV\Q)Vv~ C. ~ l^,;lO(~~
Mary . Murdoch
-=-y .., l.. .
(';')'1 ....{..,e,. //.1 ., 1tM-.+t1~
--oonald M. Murooh
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FIRST /\MENDMEN'l' TO MMY C. MUI\DOCII
.'mus'!' /lGREEMEWl'
'.
I, MARY C. MUADoell, now of Lower Paxton Township, tiauphin
County, Pennsylvania, pursuant to ~he a~thori~y con~ained in Article
Third of the Mary C, Murdoch Trust Agreement dated october 12, 1988,
do hereby amend said Trust Agreement by deleting in itu entirety
Artiole Second 1,\ and subs ti tu tion therefor the follow}ng I
"SECONDs 13. Upon the death of both of the above-named
beneficiaries, my 'l'ruste8 shall pay the then remaining principal
, ,
and undistributed income of this trust as followSI
\
i. One-third (1/3) thereof to my son, ,ROBERT F. MURDOCH,
or his issue, per stirpes.
~~U ~.~'
ii. 9M-third3IV3) thereof to my daughter; MARILYN \lOCKER,
or her issue, per stirpes.
\
\
Should either of them predecease distribution herein
provided for and not be survived by issue, I give ~he entire amount
of this Trust to the ourvivor or his or her issue, per stirpes.
Should any person entitled to dis~ribution hereunder
be under the age of twenty-one (21) at the time for suoh distribution,
the Trustee shall hold the share of such person until such person
has attained the age of twenty-one (21) and until suoh person has
attained such age, Trustee shall payor apply 80 much of the income
and so much of the principal as Trustee, in i~s sole discretion,
deems necessary after considering other resources available to
such person to enable suc~ person to maintain a reasonably comfortable
standard of living, to meet the costs of such person's preparatory,
collegiate and professional edUcation and to meet the expenses
of any unusual or emergency occurrence such as those atising from
serious illness, physical incapacity or the like. Upon such person
attllinillg the age of twenty-one (21) I Trustee shall dis~ribute
such person's share to him or her absolutely."
In all other respects, I hereby ratify and confirm all
other provisions of the Mary C. Murdoch Trust Agreement dated
October 12, 1988.
1\\ ~ c.. M W\doc: ~,
Mary c. Murdoch
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ACKNOWLEDGMENT
COMMONWEALTIf OF PENNS,i'LVANIA 1
I, SS.
COUNTY OF DAUPHIN 1
, On I:.his, the II!..!:. day of t A . , 1989,
before me, I:.he undersigned officer, p~y appeared Mary c.
Murdoch, known 1:.0 m~ (or sal:.iSfacl:.ori1y proven), 1:.0 be the person
. whose name is subscribed to I:.he within insttUmentl ahd aoknow1edged
that she execul:.ed I:.he same for I:.he purposes therein containedl
IN WITNESS WHEREOF, I have hereunto set my hahd and'
offioial seal.
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C()M~~Ii\~1\,~~lhYANIA
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEI.LANEOUS EXPENSES
REV. 1511 EX . (7.M)
Mary C.
ITEM
NUMBER
A,
B.
C.
13
Murdoch SS(I 196-38-9021 07 02 91,
DESCRIPTION
1
2
3
4
Fun.ral Elp.n....
Ne il Funeral Home, funeral bill
O.K. & Douglas Murdoch, family dlnnor
Pastor Nolt, servioe
Headstone (estimated).
I.
Admlnlstratlv. Costs I
PIl.onal Reprnenlallve Commissions William A. Murdoch (estiIl\:1ted)
Socia' Security Number 01 Personal Repre.enlallvo: 193- 36.251.0
Vear Commission. paid 1995
2.
Aliorney Fee,
Fowler, Addams, Shughart & Rundlo (est:irrilted)
3.
Family e,empllon
Clalmanl lIilliam A. Murdoch
Address 01 Clalmanl al decedent'. dealh
Slreel Addre" 26 Choate lIay
City Car lisle
Slale ~ Zip Code 17013
Relallon,hlp son
4,
Probate Fee.
Register of IIi lIs
1
2
3
4
5
6
7
MI.tellaneou. e'pente"
Register of lIills, Short Certificates.
Ronald C. Hoguo, Esq., filing documonts In Forida,
Rob Schrack, appraisal of poraonal proporty in Entrlkon.
Jim Bistline, appraisal of porsonal proporty in Carlisle.
Erie Insurance Group, auto Insurance.
Rob Schrack, appraisal of roal estate In Entrlkon.
Shirley Morgstan, 1994-95 school district taxes
at Entrlken.
Boyer & Ritter, CPA foes (estimatod),
Bonnie Coyle, notary fees
Register of lIills, filing inherltanco tax roturn
and inventory.
PA Dept of Transportation, transfer four
vehicle titles.
Sollenberger's Messenger Sorvice, transfer four
vehicle titles.
PA Fish & Boat Commission, transfer bost registration.
8
9
10
11
12
Total of Continuation Schodule(s)
TOTAL (AI.o enle, on line 9, Heca ilulalionl
(If more spate Is needed, In..rt addlllona' sheels of lime slz..)
Copyth~ht(c) 1"4 'olm IOf!W"1 ont)' CPSYII.nll, Inc.
Pie... Print or T .
FILE NUMBER
21-94-608
AMOUNT
7,850.00
333.04
100.00
5,000.00
9,750.00
10,500.00
2,000.00
214.00
9.00
175.00
150.00
85.00
340.00
150.00
542.66
5 , 000.00
20.00
25.00
76.00
82.00
30.00
4,143.84
S 46 575.54
Fo'm 1500Schodulo H(Rty, 7.M)
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Estate of: Mary' C. Murdooh
Soo Seo 0: 196-38-9021
Date of Death: 07/02/94
Item
{I
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,
1'.,
"
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Continu~tion of Sohedu1e H.C
(Misoe11aneous Expenses)
Desoripti\)n
14
15
County Treasurer, boat trans'fer.
Cumberland Law Journal, advertise
Letters.
The Sentinel, advertise Letters.
UPS, overnight mail.
Reserve for utilities, taxes and
insurance at Entriken cabin pending
sale or distribution.
Reserve for accounting and fiduci~ry
income tax return.
16
i7
18
19
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4,143.84
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Amount
2.00
40.00
68.84
33.00
1,500.00
2,500.00
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LAST WILL AND TESTAMENT
01"
~.X C. MURDOCH
I, MARY C. MURDOC~, now of Lower Paxton Township, Dauphin
County, Pennsylvania, declare this to be my Last Will and Testament
and hereby revoke all prior Wills and Codicils made by me.
ITEM I. I bequeath all my automobiles, household and
personal effects and any other tangible personalty of like nature,
together with any existing insurance thereon, unto mY husband, DONALD
M. MURDOCH, provided he survives me by thirty (30) days. Should
my husband, DONALD M. MURDOCH, predecease me or die on or before
the thirtieth (30th) day following my death, I bequeath such tangible
personalty and insurance thereon to my son, WILLIAM A. MURDOCH.
ITEM II. If my husband, DONALD M. MURDOCH, predeceases
me or dies on or before the thirtieth (30th) day following my death,
I give'my real estate situate at 1912 Princeton Avenue, Camp Hill,
Cumberland County, Pennsylvania, to my daughter, MARILYN M. HOCKER,
or her issue, per stirpes.
ITEM III. I give and devise all the rest, residue and
remainder of my estate of every nature and wherever situate unto
the then serving Trustee(s) of the Mary C. Murdoch Trust Agreement
dated~d-\lb.p(l. I ~ 1~ (,41~f'rr~,C ~treat the same as an addition
to the principal of the Trust created by said Agreement to be held
by said Trustee(s), managed and distributed in accordance with the
provisions of said Trust Agreement.
ITEM IV. I appoint my husband, DONALD M. MURDOCH, Executor
of this my Last will and Testament. In the event that he should
,
fail to qualify or cease to act in such capacity, I then appoint
my son, WILLIAM A. MURDOCH, First Contingent Executor of this my
Last Will and Testament. In the event that he should also fail
to qualify or cease to act in such capacity, I then appoint my son,
ROBERT F. MURDOCH, Second Contingent Executor. In the event that
he should also fail to qualify or cease to act in such capacity,
I then appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg,
.~\ ~ <.1Jtl.,f C '1Y\ \)J< O-.ItcJv....
Mar.y C. Murdoch
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Pennsylv~nia, as my Third Contingent Executor, No bond shall be
requir~d of my personal repres9ntative in any jurirdic~ion.
ITEM V. In addition to the powers given to my Personal
Representative(s) by operation of law, the following powers are
herein given to him to be exercised by him at his sole discretion.
(The words "he" and "him" as used herein shall be deemed to include
the words "she", "it", "they", "them", "his", and "her" as appropriate.)
A. To retain any property received and to invest any
funds held by him during the term of my Personal Representative's
service in any stocks, bonds, notes or other securities or property,
real or personal, within the limitations of the law.
B. To continue the operation of any business in which
I am engaged or in which I have an interest at the time of my
death for the term of his service as he deems advisable, with
the power to borrow money and to pledge the assets of the business
and to do all other acts which I, in my lifetime, could have
done, o~ to delegate such powers to a partner, manager or employee
without liability for any loss occurring therein.
C. To hold investments in the name of a nominee, exercise
and dispose of warrants.
D. To sell or otherwise dispose of any property, real
or personal, at any time forming a part of my estate, during
the term of his service, for cash, property or credit, in such
manner and on such terms as my Personal Representative deems
advisable within the limitations of the law.
E. To manage, operate, repair, improve, mortgage or
lease for any term any real estate at any time held or owned
by my Personal Representative.
F. In general, to exercise all powers in the management
and settlement of my estate which any individual could exercise
in the management of similar property owned in his own right
upon such terms and conditions as my Personal Representative
deems best, and to execute and deliver all instruments and to
"\\ \ CUI.I..~ 0... '1;\ htf\ 'tJ~"
Mary . Murdoch
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!.~ - __. __ __, ::_. __ __~. __ ,.... - ._. _.._ ,,_ .__ _,__.... ".. ": __. ... _m ". .", ".., . ,,___ ...' """. ,,". _" _._ ,,_ __ -. ,-, - -- '" ,- ,-. --'_ - -_
. . ,~;S-...(1"~'lf, r-/- /3 ,.' , ,
II ::'AA'02'2'it'9 1 "',' COMMONWEALTH O' PENNSYLVANI.
,~o,"'" ,. , ;J . DlI'AllTMINT 01' RIVINUI
m.1161111"'~1 ' OFPlCIALRICIII'T' PINNSY,LVANIA INHIRITANCE AND ESTATITAX
:'.~.I;i~t.!
~g
SHUGHART DALE F JR
ee 6 PITT STREET
& ACN m
ASSESSMENT AMOUNT
CONTROL
NUMBER '
101 'l.q1\!h~2
RECEIVED FROM:
"
CARLISLE PA 17013
, ,
.'
. ESTATE INFORMATION:i
1ft FILE NUM8ER
U el-1994-060B
!II !';lAME OF DECEDENT ILASTI
Ia MURDOCH MAR V C
~ DATE OF PAYMENT
Iii 03/30/915
B POSTMARK DATE
COUNTY 0/00/0(1
CUMBERLAND
DATE OF DEATH
07/0e/94
REMARKS MURDOCH WILL.tAM A
B6N 196-3e-6021
IFIRSTI IMII
,~
---":...-...--
1,
m TOTAL AMOUNT PAlO .
.1.91l5.4e
CW
SEAL
CHECK" lOB
RECEIVED BY __._=___ '
SIONA,URE ,
, REGISTER OF WillS
MARV C. LEWIS
REGISTER OF WILLS
-~~-~._-~---~~_._-------"--~-'-~._---~--~---'---~-~T--~..~-~.-
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V RIV-llft7 IX APP (12-94*
CQ!MOHWEALT" Of PENNSYLYANIA
DEPARTMENT Of RfVEIAJE
IUREAU Of INDIYIDU.lL TAXES
DEPT. mAOI
~ISBURG, PA 1711S-0601
!If PILI NO.
DATE OP DIATH COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, S~IT THE UPPER PORTION OF THIS FO~N WITH YOUR TAX
PAYHENT TO THE REOISTF.R OF WILLS. HAXE CHECK PAVABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAVMENT TOI
.
I"
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/{~~I,:).,~- 1/
.
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ACN
101
NOTICE OF INHERrTANCE TAM
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RICORDS ~
it'liV' :isW' i'lC"AFP' n '2-:94"j- NoYi c!"'oF-INHiiiilANCE-TAX - AjiiiRA-i8iifENi'~ -. Ai.i:oiiANCE- (iri,n_-, --..,.....,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ISTATE OF MURDOCH MARY C FILE NO. 21 94-0608 ACN 101 DATI! 06-06-95
TAM RETURN WAS. (X) ACCEPTeD AS FlLED () CKANOED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. (Sohedul. A)
2. Stock. ond 8ond. (Soh.dul. 81
S. Clo..l~ H.ld Stook/P.rtner.hlp Int.r..t (Sohodul. Cl
4. Hart_.lNot.. Roc.l.obl. (Sohedul. 01
&. C.ahl8onk Dopa.lt./NI.o. P.r.onol Property (Sohedul. EJ
6. Jolntl~ Own.d Property (Schedul. F)
7.,Tron.f.r. (Sohedul. 0)
8. Tot.l A...t.
NOTEI If.n ........nt w.. i..u.a pr.viau.ly, lin.. 14, 15 .nd/ar 16, 17 and 11 will
rlfl.at figur.. th.t includ. th. tatal af Abh r.turn. a......a ta d.t..
ASSESSMENT OF TAX,
1&. A..unt of Line 14 .t Spau..l r.t. (1&1
16. A..unt .f Line 14 tlLlCobl. .t Lln..l/Cl... A r.t. (16)
17. A..unt of Line 14 t..obl. .t Coll.t.r.l/Cl... 8 r.t. (17)
18. Prlnclp.l T.. Duo
TAX CRIDnSl
PAVMENT
DATE
09-27-94
03-30-95
DALE F SHUGHART JR ESQ
FOWLER ETAL
28 5 PITT ST
CARLISLE PA 17013
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funor.l E.pon.../AGo. Co.t./HI.o. E.pon... (Sohedul. HJ
10. Dobt./Hortgogo Llobllltl../Llon. (Sohedul. I)
11. Tot.l D.ductlon.
12. Not V.luo of T.. R.turn
15. Chorltobl./OaY.r~t.l 8equo.t. (Sohedul. J)
14. Not V.luo of E.t.t. Subj.ot to T..
RECEIPT
NUH8ER
MM913009
AA022991
DISCOUNT (+ I
INTEREST (. I
504.21
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATI! OS-06-95
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L
A.ount R..ltt.d
l
(1)
(2)
(S)
(41_.
lSl
(6)_
m
58,000.00
.00
.00
.00
62,506.89
17,904.00
109,459.20
(8)
247,870.09
19l
(10)
46,575.54
1.300,78
(11)
(12)
(15)
(14)
47.87~ ]?
199,993.77
.00
199,993.77
.00 M .03.
199,993.77 M.06.
.00 M .15.
(18)
.00
11,\199.63
,00
11 ,999 .63
AHOUNT PAID
9,5 0.00
1,915.42
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTI!REST
TOTAL DUE
11,999.6.5
.00
,DO
.00
( IF TOTAL DUE IS LESS THAN '1, NO PAVHENT IS REqijIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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IlINIlYAT/DIII 1.111'.. a' doI..II dYI", "'d, bo'a" Doa_, 11, Itll -. lIlnY 'ulu,. Int"..t In tlw ..t.t. II t'In.I.rr'"
In ,0.....1... or ...laroonl ta CI... . l.all.t.,.11 bono'lal.,I.. ., tho dooldlnt .,t., tho .opl,.tlon a' InY ..t.t. 10'
11ft .r 'Ir VII',; thl ~~.lth hereby 'Mpr...lv r".rVI' the right to IPPr.I.1 and ...... tr~".r InherltlnGl Tex,.
.1 lho 1""\11 CI... . laoll.,,,.1I ..t. on InY .uoh luturo Int"..t.
:r"1
.-0
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~of
NOT/CI'
10 MIIII tho ,..,I'_t. a' 'IOU... IUO a' tho lnha,It_. and Eot.t. T.. Aot, Aot II 0' 1991. 71 P.S.
...Uon II...
DotlOh tho I., ...,U... ., thll Hall.. and ......It with .ou, .......t to tho Raglltar 0' WI1Io p,lnlld 01' tho ....". .lelo.
"Ilalo. .hooIl or ...... ordo, p.....I. ta, RBOUTER OF MILLI, AOBHT
'II ..-.11 '10.1.... 11II11 'I", bo ....11... to .... Intor..t ..Ia~ ... bo duo with .... ,_Indo, ....11... ta tho t...
PAMHI,
REfUND ICRI,
Ii rt'lIld af I tu aredlt. whloh w.. not r.....tld on thl TIM R'turn, IIV' be r....ted bV' cHPlltlnt In "AppllctlUon
'ar ",'~ of PlMlVlvMlI. IntMrltlrlOl end E.tfttl riM" (REV"UUl, Appllc,tlon. Irl IVIUJbII It thl Offtc,
0' thl .."ltt,r of Wllh, IfW 0' the U RlvtnUII Dlltrlot OfficII, or bV' CIUlnt the .Plol,1 Z4"hour
In....rlntl ..,yIOl ""'rI 'or 'orll orderl,..1 In P~.V'h',"11 1"'00~S62~Z050, cxltsldt PIMIV'1vtnll end
within 1...1 'Iorrl...." ar.. 1/111 117-'''" 100' 17171 171-IUI llIoorl.. 1...I,oct On1.J.
Attv Plrt., In Intiro.t not "thUed with thl ...,......"t, IUotI."., or dhlUDtfIn4l. of deduction., or .........,t
a' 10, I I... Iud I.. dhaOll1t 0' Intor.." II "-' ... thh Hall.. ....t obllOt within .IN" 160J "'y. 01 '1O.lpI .f
thl. Noll.. by,
OIJl!ClloH.l
AOIlIH
I"RAT/III
C_CT/DHlI
...,rl"," protl.t 'a the PIi PefI.,h.lnt a' Revenue, 10lrd 0' ApPMlI, o.tIt. 211021, Htrrltbur., PIi 171Z'~lOZ1, OR
"'Iltatlon .. hlvl thl ..U.r dlt.r.lned It IUdU of thl IOO....,t of thl PlrlOMl rlPrlllntltlvl, OR
.......,..1 '0 'hi OrpMn,' Court,
IHIIIIIII'
,..tuel .rrar. ~1'ooVlrtd on thl. .....lIent ~Id be Iddrl..1d In writing tal PA o.,.rtaent 0' Revenue,
lur.", a' 1f1dlv'dul. 'lilli, AnHI Po.t A........t R.vl... Unu, Dlpt. 280601, Htrrhburll, PA l71Z8~0601
Phone (Plr) '''''6101, -.. P'" I of thl booMI,' "In.truotJon. for Inhlr !tene. TIIC R''''rn for I RllhMnt
DMldtnt" (My..nOl) 'or In IMpllNltlon of _lnhtrotlvl1v (;orrlOtlbll IrrOrt.
If IIlV 'tIC dUe It Plld within thrH (SJ Olllndtr IKInth' Ift,r the docldtnt'. dI.th, I flvl Plrc."t (~) dhc....,t of
tho ,.. ..Id I. '11_,
Inlo,.., h .ho'.... ....1""1.. with lI"t .... al doll_y, 0' nine (91 _tho and ana IIJ "'y I'.. tho ...t. of
dll'h, to thl dlt, of Plv.ent, 'I"" whloh ~ delinquent .~'or' JanutrV' I, 1"2 bllr Intlrl.t at the rate '0'
.1. l6il fIOra...t pa, """"" o.IOIII.t... 0' . d.lly rat. 0' .00016'. All t.... ..Ioh baooao doll_t on and .ftar
Jenu.rv 1, .,., will bier Intlr..t It I rltl which wIll vlry frOl GI_tndar Yl8r to Clltndtr Yllr with thet rltl
II1nCQlCIH bV the PIi Deflert.."t 0' R,VInUI, 'hi tppllelblt Int.,lIt rttll for 1'82 through 1995 .,Ia
011(011I1,
X!!l: Interllt ...t, O,l1v Inter..t FMtor ~ Int.,lIt Rltl Ollly Int.r..t FlOtor
Jill Iii ,000111 19.7 9i .000117
Jill IIi .00015' 1911-1991 1IY. .000101
I.M m ,000501 1991 91 .000117
Jill iii ,000116 1995-1'" 7l( .000191
1... lOX ,000111 1995 91 .0001.7
"lnl."" II a.lout,tld " follow..
I"TI.IIT · IALAMaI or TAX UNPAID X HUKill OF DAVI DBLIHQUENT X DAILV INTEREST FACTOR'
.....y Noll.. I..UId .ftar tho t~ boo_. doll_t w1l1 rall..t ... lntor..t ..10001oIlon to IIft_ (15J "'y.
boo... 'h. ...,. al tho ....._,. II .......t h _ .ltar tho Intar..t a_t.llon ...t. "'"'"' on tho
Hall.., ocIdlllonal Intoro.t ....t bo ..loul.t....
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REVo1547 EX AFP (12095*1,
CONHllNWElLlIl Of PENNSVLYAWIA ACN 101
DEPARINEWI OF REYENUE NOTICE OF INHERITANCE TAX
IllAEAU OF INDIVIDUAl lAKES APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
~~;;::;P~7128"06D~r~~~~=='U'im_= ~-:_~~~~~T~~':_A:O ASSESSHENT ~"_TA:=~~~~~~~~~=6 .=
.. 0 "URDOCn "..~ T" FI~E NO. ,,. .~ - uo ~D
DATE OF DEATH 07-01-~4 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CReDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH VOUR TAX
PAYHENT TO THE REOISTER OF WILLS, HAKE CIIECK PAVABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAVMENT TO:
DALE F SHUGHART JR
FOWLER ETAL
28 S PITT ST
CARLISLE PA 17013-1060
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
E-:-Ar.aunt RlftIH!d"::::J
CUT ALOND THIS ~INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
R 'E"V: is'(ii. EX""" F ji. i i 2": 9S Y' NO T"i cE"o F'"r NH Eifi;: A ifc!. "rXi(. A"PPRA"i ii EM ENT~.." i:. l"ciWAifc!. iiri.................
DISA~~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ~IURDOCH MARY C FI~E NO. 21 94-0600 ACN 101 DATE 06-10-96
TAX RETURN WAS I I X I ACCEPTED AS FILED
( I CHANOED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VA~UE OF RP.TURN BASED ON: SUPPLEMENTAL RETURN
1. RIOI E.tetl (Sahldull Al I.\)
2. S1aak. end Band. ISchldul1 BI 121
3. Cla.lly Hlld Stack/Plrlnlr.hlp Inhr..t (Sahldull C) 131
4. Hartglgl./Natl. Rlall.lbll (Sahldul. 01 141
5, C..h/Bonk DIPall II/Hha. Plrsanll Proplrty I Scllldull E I (51
6. Jointly Ownld P,'aPlrly (Sahldul. r I (61
7. Trln.f.r. (Schldull 01 171
B. Tatll A...t.
NO, 01
,00
,00
,00
,00
22,246.00
.00
,00
IBI
22.246,00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ro! E'Pln.../Adft, Ca.II/Hho. Exp.n... (Schldull HI 191
10. O.bll/Hartglgl LhbUHI../Li.n. (Sah.dulo II 1101
l~. Tatll U.duatlon.
12. Nit VIlul of TIX Rlturn
13. ClllrltlbII/OoYlrn..ntll Blqul.t. ISchldull JI
14. Nit VIlu. of E.tltl Subjlat to TIX
,00
,00
(11)
1121
1131
1141
nn
22.246,00
,00
222 , 23"'9"':71
NOTE:
If an a.....m.nt w.. i..ued pr.viou.ly, 1in.. 14, 15 and/or 16, 17 and 18 will
r.fleot figur.. that includ. the total 01 ~ r.turn. a..e...d to dat..
ASSES~MENT OF TAX,
IS, A.ount of Llnl 14 It Spou.11 rltl 1151
16, A.ount of Lln. 14 tl.lbll It LlnIII/CII.. A rltl 1161
17, A.ount of Lin. 14 hXlblo It Call1t.rolICIo.. Brit. 1171
lB. PrincipII T.. Duo
TAX CREDITS I
PAYHENT
DATE
09-27-91,
1I3-30-95
04-25-96
,00
222,239.77
,00
X ,03.
X .06.
X .15.
I1BI_
,00
13,334.39
,00
13.334.39
RECEIPT DISCOUNT 1'1
NUHBER INTEREST I-I
MM91300f-- -----'-----5li~21- --'----- 9. 50"o':Ii"O'-
AA022991 ,00 1.915,42
AA112778 120,50- 1,334,76
-------------------- -------_._-.-~
AHOUNT PAID
INTEREST IS CHARGED FROM 04-26-96 TO 06-18-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
-TOTAi.-TA'i(CRiiilT'-..I~-- -'-'---13 . 2-05 , 01
-------------.---_.._-. ---_...~-_._--
BA~ANCE OF TAX DUE 128,58
-_._-.-~----- -
INTEREST AND PEN. 1,72
__...__ 0______------. _ ._____
TOTA~ DUE 130,30
--.-~----_._-_._---, ----.-..
. IF PAID ~FTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL XNTEREST,
IF TOTAL DUE IS LESS THAN .1, NO rAYHENT IS REQUIRED,
IF TOTAL OUf. IS REFLECTED AD A "CREDIT" ICRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTiONS. I
I"
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'0 :<t "n;
t~ ,.- .)
,1:; Er. .1 l~
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RESERVATIONl E.t,t.. of dealdent. dvlng on or 'blfare Dlal.o.r 12, 1982 ~- If Iny futurl Inter..t In th. ..tet. I, trln.flrred
In pa.,IIIJon or .nJov'tnt to Ct,., . (collet.r.l) bln,flcl,rlll of the dlcldlnt ~ftlr thl 'MPlratlon of any ..t.t. for
Ilfl or far VI'r., the COllonwtltth hlr,by l~pr",IY rl'lrv., thl right to IPprel., and I"'" tran"lr Inhlrltancl TeMI.
It thl I.wful r.ll" a (aoll.t.rall rltl on any .uch futurl Int.r..t.
PURPOSE Of
HOTICEI T" fulfill thl r.qulr...nt. of Slot Ian 21'0 of thl Inh.rltencl and E.tlll Tax Act, Aat l2 af 1991. 12 P.S.
S.aUon 21\0,
PAVMENT, DetlCh thl top portion of thi. NotJr.1 and .ub,lt with your Ply..nt to the A,ul.ter of Will. prlntld on the rlvlr'l .Ide.
"Hel<. check or .on.. crd.r ....bl. tOI REOXSTER OF HILLS, AOENT '
All PIV-tnt. r,c'lvld .hlll flr.t bl Ippll.d to anv int.rl~t whlah 'IY b. dUI with any r"llnd,r appllld to thl taM.
AEFUND (CA), A r.fund of I tlW arldlt, whlah WI' not rlqu..tlu on thl TaM R.turn, .~V b. r.que.tld bV cOlpl.tlng .n "Appllaltion
for Rlfund of PIM'v1v.nla Inhorlttncl .nd !:.tttt TIM" (REY-U13L Application. art Ivallable et thlOfflal
of th. Algl.t.r of Will., any of thl 25 R.v.nuI DI.trlct Off Ie.., or bv calling th. ~Plcl.1 24-hour
'"'Wlrlng ..rvial nuMler. for for.. ol'd,rlng, In P.nn'Y1vanh 1~800-562'?OSO, out.ld. PIM.vlvenl, .nd
within 10cII H.rrltburg .rn (711) 7d1-8094, TOO. (117) 712-225l Olurlng l.p.ir1d Only).
OBJECTIONS, Any party In Int.r..t not 'Itl.flld with thl appr.i....nt, allowanc. or dl..llow.na. of dlductlon., or ~""".nt
af taM (Including dl.count or Int.rl.t) a. .hown on thl. Hotlcl w~.t obJlct within .tMty (601 daYI of r.c.ipt of
thit Hotlc. bVI
ADHIH
lSTRATlVE
CORRECTIONS. Fletu.1 Irror. dl.cov.rld on this ........nt .hould b. addr....d In writIng tOI PA Ulpartllnt of A.y.nu.,
Burttu of trwtlvldu.1 lexu, AnNI Polt Atll...lnt Rlvl.w Unit, D.pt. 280601, ttarrhburg, PA 11128"0601
Phone (711) 117-6S0S. SI' pagl 5 of thl boekl.t "In.truatlon. for Inhlrltanc. T'M R.turn fcr I Re.ldent
Olc.d.nt" (REY-ISOI) for an 'Mplanatlon of Id.lnl~tr.tlv.1Y carr.ctabl. .rror..
--wrlthn proh.t to the PA Clp.rt..nt of Alvlnul, Board of APPtah, DIPt, 281021, Harrisburg, PA 1712a-l021, OR
~.'llotJon to hive thl 'Itt.r d.t.r.ln.d at audit of the aocount of the Plr.on.l r.pr...nt.tlv., OR
_..pp..1 to the Orphln,' Court.
~ISCOUHTI
If Inv t.M due I. p.ld withIn thr.. (5) cIl.ndor .onth. Ift.r th. u,cld.nt'. d..th, a flv. Plrc.nt (SX) dl.oount of
thl tlM plld I. Illawld.
PEHALTY,
The ISX tlx tInt.tv non-p.rttaIPMtlon p.nlltv I. COlPut.d on thl totll of the tlM and lnter..t ......Id, and not
Plld b.terl JInU~ry 18, 1996, thu flr.t d.v Ift.r the .nd of the taM a.n..ty Plrlod. Thl. ncn-plrtlalpatJon
Pln.ltv I. ~pp.alabl. In th. .... ..nn.r and In the thl ..., tl.. periOd a. YOU would app..l the taM and Int.r..t
that hi' bI.n .......d a. 1~1~.t.d on thl, nctlc.,
IHTERESTI
Int.r..t I. chlrg.d big Inning with flr.t d.y of d.llnqu.ncv, or nln. (9) .onth' and onl (II day fro. the dlt. of
dtlth, to the d.t. of PIVJtnt. Tlx" which b,ol.. deliNquent b.for. Janulry 1, 19a2 bl.r Int.r..t .t the rat. of
,1M (6~) p.ratnt plr .nnut aalcul.tln It . d.lly r.t. ~f .aaOI6~, All taM" which beol'l dlllnquent on and Iftlr
Jenulry 1, I,al will b'lr lnt.r..t at a rat. which will v.tV fro. cal.nd.r Vlar to alllndar Yllr wlth that rlt.
lMOunald bv th,. PA DIPart..nt of R.Ylnul. Tht .ppllolbh Int"..t rat.. for \lH12 thrrugh 1996 arll
'!!ll!: Inttr..t R.t. D.lty Int.r,.t Factor ~ Inttrut Rlt. Dally Inter..t Faalor
1982 m ,DOOS.. 1911 9l .000241
191! 16l .000.31 1911-1991 III ,00OSOI
I9I1t III ,000501 1992 9l .0002\1
I98S III ,OO05S6 1993-199. 1l .000192
\916 lOX ,00021. 1995-1996 9X .0Oml
--Int"..t I. a.lcutlt.d a. followtl
INTEREST. SA LANCE OF TAK UNPAID K NUKSER OF OAYS DELINqUENT K DAILY INTEREST FACTOR
'.Anv Hotl,. t..u.d Iftlr the t.M blea... d~llnqu.nt wJII rlfl.ct .n lnt.r..t calculetlon tQ flft.,n (tS) dlY'
b,yond thl date of the ........nt. If pav..nt I. ~ad. ,'t.r thl lnt.r..t co.putatlon d.tl .hown on th.
MoUo., addltlonll Intlr..t .u.t b. cllcullttld,
,
/ i/ - ,~,l..?- :cl, 1/
I:'
COMWf~XiI'W'\\l!f,PMrwtl~ANIA
HAAAlli~~,~1zI,oeol
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
POA DATEI 0' DEATH APTEA 12""11 CHECK HERE
, A lPOUUL
AEV. llOOllC .(1.84)
FILE NUMBER
20, KLint 1910 gtllt.. Ihln Lint 18, Inl..lhe dlt1..lncl on Lint 20. This Is the OVERPAYMENT.
~ 0 IChock hilI N ~ou .,. ,.quI.tlng a;;.und of ~our ov"pl~m.nt,]
21. KLint 1811 g".I" Ihln Lint 19, Inl..lhe dlt1...ncl on Lint 21. Thl. I. the TAX DUE,
A. Enl..1ht int....1 on the blLlnc. duo 00 Lint 21A.
I, EllIlr the 10111 01 Lint 211nd 21A on Lint 21B. Thl.ls Ih. BALANCE DUE,
Mlkl ChIck PI .blllol RI I.t., 01 Will. A Int
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Undtf ptnIn... 0' Pfflurv, I Cltcllf.lhllI hlY' ...m1ntd thl, "turn, IncludIng accompilT)'ll"I9 Ichtdultt and SIII.menl" Ind 10 th, bell or ff'f( know'-dgund MII.t, IlI.trUl,
Cottlet.nd comp6Il.. declM, thll,1I 'MI..,.I, h.. bMnreporltd .1 Hut mark.t value, OKlmllon of p"plr" oth.r thin thl pI"ONI 'IPftMnl'UVlII baNd on .IlIMOfmlllonof
which pr_"......... knowlod9t.
IIQNATUAE 0' PEAION RESPONSIBLE ,OA PlLINQ RETURN
VV"!!~'I\'" A .I,.I~", ,(',.,1/
S1QN~TU:~?) PAE~~ER 9~7E:7AN R
(X),,~,{ J. ) /7 ({
COf'I"lthl (e) 1184IOfmlO!lwlI. CPSy.1
cU
In
C ~
, ,
21.94-606
VEAR
I
DRCRDENT'S NAME (LAST, 'IRST, AND MIDDLE INITIAL)
Murdoch , MarL C .
.OCIAL SECURITV NUMBER
196-38-9021
DATE OF BIRTH
09/11/14
COUNTV CODE
DECEDENT'S COMPLETE ADDRESS
26 Choato \lay
Carlisle I PA 17013
NUMBER
DATEOF DEATH
07/02/94
Cumberland
SOCIAL SECURITY NUMBER
F N>PLICABLE) SUAV\VIND SPOUSE'S NAME (LAST,FIRST AND MIDDl E INITIAL)
AMOUNT RRCEIVED(.EE INSTRUCTIONS)
!
1
N
x Z, Supplemenlll R.lu,n
... Fulur. Inl.rlll COl11lromlso
(to, dllll 01 dllth Ihll 12-12-82)
01. O"tdllll Died Tlllltl 07, Olcldlnl Mllnlllntd I Living T,u.1
(Anach co y 01 Will) (Mach I copy 01 Tru.l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
NAME COMPLETE MAlLlNQ AODRESS
Dale F. Shu hart Jr. Fowler, Addams, Shughart & Rundle
TELEPHONE NUMBER 28 South Pi tt Street
717 249-8300 Carlinle PA 17013
1. Rill E.tlll Schedule A) 1
z. Slockl Ind Bond. (Schedule B) (2)
3. Cloltly Hlld SlockIPlrtntr.hlp 10111111 ISchedu'" C) (3)
4. MOrtgagtllnd Notll R.cllvlble (Schldule D) (4)
.. Cash, BIIlk O.po.k. & Mlsc.ILlntou. P."onal Prop.rty (Sch. E) (I)
I. Jolnlly Owntd Proplrty (Schedule F) (I)
7. Tran.f." (Schedu," 0) (Schedule L) (7)
I. TolIl GrOll A...I.ltolll Lint. 1-7)
I. Funtrll E,pln..., Admln/strallvl Co.ls. Mlsc.llanoous
E.ponl..(Schedule H)
10, Olbl., Mortgage Llabllnle., Lltns (Schedule I)
ll. To\.ll Olducllon.ltolll LIllO. 9 & 10)
12. Nil V''''I of E.III1 (Lint 8 mlnu. Lint 11)
13, Chlr.lblt Ind Gov.rnmenlllBlqulIlS (Sch.dule J)
14. N.I Vllu. Subject to T.. (Lint 12 minus LIllO 13)
11. Spou.11 TrIMf.r. (10' dltll 01 dlllh Ih.r 6-30-94)
S.. In.lructlon. lor Appllclble P.rc.nllgt on pig. 2.
(Includ. vl"'"!rom Schedule K or Schedult M.)
II. Amoulll of Line 1411..ble 116% rlt.
(Includl VI"'I. !rom Schedult K or Sch.dule M.)
17. Amoulll of Line 14 tl..ble .115% rail
(Includl VI"'I. Irom Schedult K or Schedult M)
11. Principii ilK dUI (Add II. !rom Lint 15, 160nd 17.)
1.. Crtdils/Sp POVlrty Prior Plymenl. Olscounl
I. Original Roturn
4. LlmIlld Ellal.
Rlmalnd., Rolurn
(to, dllll 01 dlllh prior 1012-13-82)
F.d.r.1 E.III. T.. R.lurn Rlqulrld
TolIl Number of Slf. O.po.k Bo...
Os,
o I,
22,246.00
(I)
22,246.00
(9)
(10)
(11)
(ll) 0.00
(12) 22,246.00
(13)
(14) 22,246.00
0.00 X = 0,00
22 ,246 . 00 X ,06 = 1,334.76
0.00X.15= 0.00
(II) 1,334.76
lollrlll
(18)
~
,
N
(17)
(1.)
(20)
+
0.00
0.00
+
(21)
( ZlA)
(21B)
1,334.76
0.00
1,334.76
nEsENTAIIVE
\lilliam C. Murdoch
?~. _~:~_o.~~!l. .~I!Y... _..... _. _........."............ _ _.
Carlisle PA 17013
Fowler, AddamB, Shughart & Rundle
28 South Pitt Street
Ciiri iijfo; - 'PA"' "i7ili":i."' -...... -.......".. -... - -..
I( ., '" ,,,'
. . " ((-
~71 //!I~
FOfm ilOO (A... 7.~)
DATE
,Inc:.
~UREAU OF INOIVIDUAL TAHES
INHERITANCE TAK DIVISION
DEPT. , 280601
HARRISIURQ, PA 17171'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
j I.;' tAd). - /1
&v'*
111-1611 II an 111-111
DALE F SHUGHART JR
FOWLER ETAL
28 SPIn ST
'CARLISLE PA 17013
DATI!
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-08-96
MURDOCH
07-01-94
21 94-0608
CUMBERLAND
101
A.ount Ro.1t tod
=-
MARY
C
r
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEl To Inluro propor orldlt to your oooount, .ub.lt tho uppor portion of thl. forn with your tON ply.ont,
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FaR VOUR RECORDS ~
iiiV': Hio"t" ii("AFii - i(13:96 r -"""" - ii ii ii" i HirER i 'fANe'!"" TAx- -si' 'A"i EHE"NT 0 'iiF' 0 A'i:ciiriN"f" - iili'ii" 0""" - - 0 0 - om -" -"" -"
ESTATE OF MURDOCH MARY C FILE NO,21 94-0608 ACN 101 DATE 07-08-96
THIS STATEHENT IS PRDVIDED TO ADVISE OF TltE CURRENT STATUS DF THE STATED ACN IN TH~ NAHED ESTATE, SHOWN BELDW
IS A SUHHARV OF THE PRINCIPAL TAH DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT 8ALANCE. AND, IF APPLICABLE,
A PROJECTED INTEREST FIOURE,
OATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT I 06-03-96
PRINCIPAL TAX DUEl
. 13.334.39
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT 01 SCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
09-27-94 MM913009 504.21 9,580.00 .
03-30-95 AA022991 .00 1,915.42
04-25-96 AA112778 128,58- 1,334.76
06-13-96 AA112930 1.56- 130.30
R IP PAID AFTER THIS DATE. SEE REVERSE
SIDE FDR CALCULATIDN OF ADDITIONAL INTEREST,
I IP TDT AL DUE IS LESS THAN U,
110 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. ,
YOU HAy 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
TOTAL TAX CREDIT
BALANOE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
13,334.55
,16CR
,00'
,16CR
:\
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PAVItENT,
DttlClh thl top portion of thh Katie. .nd lubllt with vour Plv.tnt .,d, p.vabl, to thl n... Md addr...
prlnt.d on thl rlv.r.. lid,.
I
i
I'
" RESIDENT DECEDENt .ok. ehlCk ar .on.. ordu ..ubl. ta' REOISTER Of WILLS, AOENT.
" NON-RESIDENT DECEDENT ..k. eheek ar .an.. ordor ....bl. too CDHHDNWEAL TN Of PENNSYLVANIA.
All PIV'tnt, rec.lved shill b. Ippll.d flrtt to tny Int.r..t which "V b, duo with BOY r..tlndtr .pplt'd to the tiM,
REFUND (CR)I A r.fund 0' . tlM or.dlt, which WI' not r.quI.tld on thl rlK Rtturn, "V b, r.~u..t.d by co.pl.tlng In
j " "Appllc.tlon for Refund of PIMIvlva"l. Inhlrihnc. Incl Elt... TalC" (REY-Un), .PPUcltlon. arf Iv.llIbl. .t
thl OfficI of thl Rlgl,t,r 0' WI~l., any of thl 23 RIVlnu. Dlltrlot Offlc.. or fro. thl D,p,rt..ntt, 24.hour
Inl..ertng ..rvlel nuao.r. ior for.. ord.rlnGl In P.nn'vlvanlt l~800~56Z.Z0S0, aut.ld. P.nn'vlvtnlt
end within IUGII Harrisburg aren (717) 787~8094, TDDI (717) 172~Z2S2 (Hlulng htpalr.d only),
RFPl V TDI
Ou..tlon. r.glrdlng Irror. cont.lnld on thl. not Ie. .hould b. addr....d tal PA O.part..nt of R.v.nu., Bur.eu
ef Jndlvlduel TIICU, ATTHI Pa.t A.......nt Rtvl..., Unit, Otp," lIOSO!, Harrhburg, P" 17128'0601, phent
1711l 717,6501.
'(
DISCOUNT'
If tny talC due II paid within thrll (3) eal.nder 1I0nt". .fhr thl d.cld.nt'. d..th, a five perc.nt (s:<) dlsaount
of th. tllC p,ld II allow.d.
PENAl TV,
Tht ISX talC ..o'ltv non~p.rtlalpatlon p.naltv I. cOlput,d on tha tot.1 of thl ttlC .nd Int.r..t .......d, ,nd not
p.ld b.fare Jlnu.ry la, 1996, the firat d.y .Itsr thl! .nd of tht talC ..nlltv periOd,
i
II
.1 i
INTEREIT,
Intlrllt 11 Chargld, b.glnnlng with fir.t day cf dellnqu.ncy, or nln. (9) lonth. and on~ (1) day fro. the dat. of
d.,th, to th. dlt. of ply..nt, TalC" which b.ca.e d.llnqu.nt b.for. January 1, 1982 b.~r Int.r..t It thl rat. of
lhe (U) perc.nt per (,"nul c8!cul.t.d at a dally rllt8 of .00016~, All hut which b,cn. d.lInqUlnt on .nd afhr
J,nuary I, 19a2 will b.lr Int.r..t at a rat. which will vary IrOA callndar y.ar to cII.ndar ye.r with tha' r.'.
announced by the PA D.p.r'..nt 0' A.vlnu.. Th. appllc.bl. Int.r..t r.t.. for 1982 'hrough 1996 .rel
."
Vur Interll' Aa" Dtlly Intlr..' factor Vier Inter..t Rt'. Dally Int.r..t Flctor
1911 20X .000541 1117 9% ,000747
19U lax .ooom I9IH991 m ,000501
ItA6 m ,000lo! 19112 9X ,000247
19U ux ,000116 1193-19'4 1% ,000192
l'/olt lOX ,000714 1'195-19'16 9X ,000241
~wtnhr..' I, Cllcul.t.d t' followll
INTEU8T . 8ALANCE OF TAM UNPAID M NUNIER OF DAYS DELINqUENT M DAILY INTEREST FACTOR
.-Anv HQ "10' ll1uld .fter the tlIC bloo", dlUnquln' wUI rafhct an Intern' cIlculttlon to fift.en (1S) diY,
b.vond \~. dftt. of tht ........nt, If ply,tn' I. aide .,ttr the Int.r..t co.putatJon dati thnwn on thl
HOtlOI, tddltlcmal In'II'..' IUlt b. cllcullttd.
. "
.' .
. ..
II' .
"., t
.
. .'
.
.
'.'
.. .. ~
':
. .
')'1-qtj-~68
MARY C. MURDOCH 'l'RUS'l' I\GHEEMEN'l'
I, MI\RY C, MURDOCH, now of Lower I'axton Township, Dauphin
County, Pennsylvania, hereby transfer to my husband, nONALD M.
MURDOCH, and myself, as Co-Trustees (they and their sucuessors
are hereinafter individually and collectively referred to as
"Trustee" unless specifically noted otherwise), the property
described on the attached schedule, to be held In Trust as follows:
FIRST: Dispositive Provisions for my Benefit During
my Lifetime:
1\. All of the net income shall be paid to me or accumulated
and added to principal, as I may direct in writing, In addition,
so much of the principal shall be paid to me as I may direct
in writing.
B. If, in the opinion of the Co-Trustee, I am at any
time unable to act or to apply the payments to my own best interest
and advantage, the Co-Trustee may apply directly for my benefit
as much of the income and/or principal as the Co-Trustee may,
from time to time, deem appropriate for my welfare, comfort,
support or emergency needs and may add to principal as much of
the income as the Co-Trustee deems advisable,
SECOND: Disposition I\fter my Death: Upon my death
while this Trust continues, the Co-Trustee 3hall pay all of my
then outstanding debts including expenses of my last illness,
funeral expenses, costs of my gravemarker, if any, all taxes
due during my lifetime and in consequence of. my death, and fees
and expenses incurred in settling my affairs and estate, if any,
and shall retain the balance of principal and undistributed income
to be held In Trust as follows:
1\. If my husband, DONM,D M, MURDOCH, and my son, WILLIAM
1\. MURDOCH, are then living, Trustee shall pay to my husband
and my son, WILLIMl 1\, MURDOCH, or the survivor of them, the
income and so much of the principal as the Trustee hereinafter
designated to do 80, in his sole and absolute discretion, in
.
.
..
, "
" f " " .
. . , .
such shares or proportions as he shall deem advisable according
to the respective needs and circumstances of said beneficiaries.
Specifically, 'l'rustee shall maintain my home for my husband and
my son, WILLIAM A. MURDOCH, or the survivor of them, if it is
practical and feasible for these beneficaries, or the survivor
of them, to reside in that home, Trustee may make arrangements
for either my daughter, MARILYN HOCKER, or either of my Bons,
ROBERT F. MURDOCH or DONIILD K. MURDOCH, to live in my home with
my son, WILLIIIM, to aid in maintaining that home for him, My
son, WILLIIIM, however, shall have the right to approve or reject
any such living arrangements, In the event that this occurs,
the persons who live in the house with WILLIAM shall, from their
own resources, pay one-half of the epxenses of maintaining the
home, including taxes, insurance and repairs, and the trust assets
shall provide the other one-half of the expenses of maintaining
this home. The Trustee shall not be restricted to making equal
payments to my husband and my son, WILLIAM, from these trust
assets, but may make those payments as my Trustee deems best.
B. Upon the death of both of the above-named beneficiaries,
my Trustee shall divide the then remaining principal an? undistributed
income of this trust into as many equal shares as I have children
who are either then surviving or who are deceased but have children
surviving, and as to each of my children, the Trustee shall pay
to such child his or her share. If any of my children fail to
survive the time of this distribution, but have living issue
then surviving, the Trustee shall hold that share for such child
or children until they are age twenty-five (25). lit that time,
the Trustee shall distribute such child or children's share to
them absolutely. There shall be deducted from the share due
to my son, DONALD K. MURDOCll, or his children, pursuant to this
paragraph, the value of Donald K, Murdoch's ownership interest
in Murdoch Insurance and Investments, Inc. determined as of
December 31 of the year prior to my death or the consideration
received by him from the sale of his ownership interest in that
oompany should that occur prior to my death, and such amount shall
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be distributed equally between my daughter, MARgYN HOCKEH, and
my son, ROBERT F. MURDOCH, or their children, per stirpes.
THIRD: Right to Revoke and Amend: I reserve the right
to revoke or amend this Trust, in whole or in part, at any time
and from time to time by an instrument in writing, delivered
to the Co-Trustee and intending to take effect during my lifetimel
The Trustee reserves the right, at any time upon thirty (30)
days advance written notice to me, to resign and deliver the
trust estate to me.
FOURTH: Additions to Trust: Subject to the approval
of the Co-Trustees or Trustee, either I or any other person or
entity may add property, real and personal, to the principal
of this trust.
FIFTH: Trustees' Powers: In addition to the powers
granted by law, my Trustees shall have the following discretionary
powers, applicable to principal and income, which shall be exercisable
without leave of court and shall ccntinue until distribution
is actually made:
A, To accept and retain any or all property, holding
stock or other securities of the corporate Trustee or of a holding
company controlling the corporate Trustee,
B. To invest in all forms of property (including,
but not by way of limitation, real estate, all types of stocks,
bonds, options and participations in common trust funds and money
market funds), without being confined to investments prescribed
by statute and without being required to diversity I
C. To buy investments at a premium or discount I
D. To hold property unregi8tered or in the name of
a nomineel
E. '1'0 give proxies, both ministerial and discretionary:
F. '1'0 compromise claimsl
G. To join in any merger, consol ida tion, reorganization,
vClting trust plan or other concerted action of security holders,
and to delegate discretionary duties with respect theretol
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H. To borrow from i tseH or from others, and to plEldge
real or personal property as security thereforl to loan oash
or securities upon such terms and conditions as Trustees deem
appropriate I
I. To sell at public or private sale for cash or credit
or partly.for each, to exchange, to improve, or to lease for
any period of time, any real or personal property, and to give
options for sales, exchanges or leasesl
J, To allocate any property received or charge incurred
to prinoipal or income or partly to each, without being obliged
to apply the usual rules of trust accounting I
K. To distribute in cash or in kind or partly in each,
L. To retain any part or all of my business interests
held in this Trust as long as the Trustees consider it advisable
to do so, and to conduct, alone or with others, any such business
in which I am engaged, with all the powers of an owner or with
respect thereto, incluoing the power to delegate discretionary
duties to others and to pay adequate compensation to any such
persons, to invest other property in such business and to incorporate
it or change its form.
SIXTH: Compensation: The corporate Trustee hereinafter
named shall be compensated in accordance with its standard schedule
of charges in effect from time to time during the period of its
services.
.SEVENTH: Non-Assignment: No part of the inoome or
principal of the property held under this Trust shall be subject
to attachment, levy or seizure by any creditor, spouse, assignee
or trustee or receiver in bankruptcy prior to actual receipt
thereof, The Trustee shall pay over the net income and the principal
to the persons herein designated, as their interests may appear,
without regard to any attempted anticipation (except as specifically
provided in this agreement), pledging or assignment under the
Trust, and without regard to any claim hereto or attempted levy,
attachment, seizure or other process against me,
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EIGHTIII Successor 'rrustee: During my lifetime, I
may terminate the initial Co-Trustee herein named and name such
successor trustee or successor co-trustee as I deem advisable,
When one of those Trustees ceases to serve, WILLIAM A, MURDOCH
shall succeed such Trustee, Thereafter, when the next Trustee
vacancy occurs, such vacancy shall be filled by ROBERT F. MURDOCH,
When the next Trustee vacancy occurs, the same shall be filled
by DAUPHIN DEPOSI'r BANK AND TRUS~' COMPANY, Harrisburg, Pennsylvania,
and upon the death, resignation or inability to serve of the
then surviving individual Trustee, DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, shall be the sole Trustee.
The income beneficiaries of the herein created trusts
after the death of Mary C. Murdoch, may, by instrument in writing,
hand delivered to the Trustee, with or without the consent and
permission of that Trustee, change the Trustee to another Trustee.
NINTH: Discretionary Payments of Principal and Interest:
All decisions as to discretionary payments of principal and income.
as provided under paragraph Second A hereof shall be made by
the Trustee who is not the income beneficiary pursuant to the
provisionB of that paragraph. A Trustee who is a income beneficiary
shall not particpate in said decisions.
!~NTH: Governing Law: This Trust is created and accepted
in the Commonwealth of Pennsylvania and shall in all respects
be governed by its laws and shall have its situs at Dauphin County,
PennBylvania.
IN W~ESS
this L:J?' day
WHEREOF, I have hereunto set my
of G)(j()~-LI , 1988.
hand and
seal
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Mary C. Murdoch
(SEAL)
The foregoing Trust is hereby accepted.
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MARY C. MURDOClI,TRUST AGREEMENT
SCHEDULE OF TRUST ASSETS
I'
(approximate values)
$ 30,000.00
1. Nuveen Aooount *77-210
2. Nuveen Aooount *25 PA"BO
3. Nuveen Aocount *307-312
4. Nuveen Aooount *PA-97
5. Van Kamp Account *PA-67
6. Tenneoo Preferred (69 shares)
7. MUI'dooh Insurance & Investment (~O shares)
B. Meroant:Ue Bank C.D. *2243
20,000.00
30,000.00
130,000.00
20,000.00
6/900.00
15,000.00
....21,000.00
TOTAL
$2B4,900.00
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FIRST AMENDMEN'l' TO MARY C, MURDOCH.
TiffiST AGREEMENT
I, MARY C. MURDOCH, now of I,Qwer Paxton 'l'ownship, Dauphin
County, Pennsylvania, pursuant to the authority contained in Artiole
Third of the Mary C. Murdoch 'l'rust Agreement elated Olltober 12, 1988,
do hereby amend said Trust Agreement by deleting in its entirety
Article Second B and substitution therefur the following:
"SECOND: B. Upon the death of both of the above-named
beneficiaries, my Trustee shall pay the then remaining principal
and undistributed income of this trust as follows:
i. One-third (1/3) thereof to my son, ROBERT F. MURDOCH,
or his iSBue, per stirpes,
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ii. ~-third ~("/3) thereof to my daughter, MARILYN HOCKER,
or her issue, per stirpes.
Should either of them predecease distribution herein
provided for and not be survived by issue, I give the entire amount
6f this Trust to the survivor or his or her issue, per stirpes,
Should any person entitled to distribution hereunder
be under the age of twenty-one (21) at the time for such distribution,
the Trustee shall hold the share of such person until such person
has attained the age of twenty-one (21) and until such person has
attained such age, Trustee shall payor apply so much of the income
and so much of the principal as Trustee, in its sole discretion,
deems necessary after considering other resources available to
such person to enable such person to maintain a reasonably comfortable
standard of living, to meet the costs of such person's preparatory,
collegiate and professional education and to meet the expenses
of any unusual or emergency occurrence such as those arising from
serious illness, physical incapacity or the like, Upon such person
attaining the age of twenty-one (21), Trustee shall distribute
such person's share to him or her absolutely,"
In all other respects, I hereby ratify and confirm all
other provisions of the Mary C. Murdoch Trust Agreement dated
Ootober 12, 1988.
1Yl ~ e.., 'f\\W\~or. ~
Mary C. Murdoch
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IN REI
INTER VIVOS TRUST UNDER
AGREEMENT, AS AMENDED,
OF MARY C. MURDOCH
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 94-0608 ORPHANS
PETITION TO CHANGE SITUS OF AND TO ASSUME
JURISDICTION OF INTER VIVOS TRUST PURSUANT TO 5711(3)
OF THE PROBATE, ESTATES AND FIDUCIARIES CODE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
The Petition of william A. Murdoch and Robert F. Murdoch, by
their attorneys, Fowler, Addams, shughart & Rundle, respectfully
represent.s that:
1.
William A. Murdoch, residing at 26 Choate Way, Carlisle,
Pennsylvania 17013, and Robert F. Murdoch, residing at 3531 N.W.
41st Street, Oklahoma city, Oklahoma 73112, are the successor
Trustees under the Mary C. Murdoch Trust Agreement (the "Trust
Agreement"), dated October 12, 1988, between Mary C. Murdoch (the
"Settlor") and Mary C. Murdoch and her husband, Donald M.
Murdoch, as Co-Trustees, the original of which Trust Agreement
was filed with the Clerk of the Orphans' Court of Cumberland
County, Pennsylvania, to the above captioned number on
November 10, 1994, and is incorporated herein by reference
thereto.
2.
The Trust Agreement was amended by a First Amendment (the
"Amendment"), dated June 23, 1989, the original of which
Amendment was filed with the Clerk of the Orphans' Court,
aforesaid, on November 10, 1994, and is incorporated herein by
reference thereto,
3,
Under the terms of the Trust Agreement, as amended,
principal and income from the Trust are payable to the said
Mary C. Murdoch during her lifetime; upon her death, income and
discretionary payments of principal from the Trust are payable to
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her sai~ husband and son, William A. Murdooh; and upon the death
of both of said beneficiaries, the then remaining prinoipal and
undistributed income from the Trust are payable to her son,
Robert F. Murdooh, and daughter, Marilyn Hocker,
4 ,
The said Donald M. Murdoch died March 23, 1994, whereupon
pursuant to Paragraph EIGHTH of the Trust Agreement, William A.
Murdoch became a successor Co-'l'rustee,
5.
The said Mary C. Murdoch died testate July 2, 1994, a
resident of Cumberland County, Pennsylvania, whereupon Robert F.
Murdoch, pursuant to said Paragraph ~ttl, became a successor
Co-Trustee.
6.
Paragraph TENTH of the Trust Agreement provides for its
situs at Dauphin County, Pennsylvania; however, no proceedings
pex.taining to the Trust have ever been filed in Dauphin County or
in any other court, nor has Dauphin County or any other court
ever assumed jurisdiction over the Trust.
7,
The last Will of the said Mary C. Murdoch was probated in
Cumberland County, Pennsylvania, to the above captioned number;
her Estate is being administered in Cumberland County; and her
Estate's Pennsylvania Inheritance Tax return which reported the
assets of the Trust was filed and accepted as filed by the
Commonwealth of Pennsylvania in Cumberland County.
B .
All of the assets of the Trust are located and being
administered in Cumberland County, Pennsylvania.
9 .
All persons having an interest in the Trust as inoome
benefioiary and remaindermen are your Petitioners and their
sister, Marilyn Hocker.
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FOWLER, ADDAMS. SIIUGIIART .. RUNDLE
ATTORNEYS AT LAW
P.O. lOX 20.
ZI BOUTH PITT STREeT
CARLlaLE. PENNSYLVANIA 17011.0208
JOHN I, POWLI~, III
WILLIAM A, AOOAMI
MIOHAIL A, ~UNOLl
.PICIAL COUNIIL
OALI " IHUOHAAT. JA,
T6LEPHONE 17111 '41.8300
FAX 17171 '4I.IU4
'OWLIA. AODAMI . 'HUOHA~T
IlIft.UIaI
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HONOAAILI DALE " I"UOHA~T
110'101
REI Estate of Mary C. Murdoch, deceased
File No. 21-94-608
Enclosed is a copy of the First and Final Account for the
above referenced Estate, which Account inoludes a statement
of Proposed Distribution,
Pursuant to the Pennsylvania Supreme Court and Cumberland County
Orphans' Court Rules, please accept this letter as written notice
that the First and Final Aooount was filed in the Office of the
Clerk of the Orphans' Court of Cumberland County on April 25,
1996, and that the same will be presented for oonfirmation to a
JUdge of the Orphans' Court Division of Cumberland County at the
County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania,
in Courtroom No.1, Fourth Floor, at 9130 a.m., on TueSday,
June 18, 1996, at which place and time you may appear, either in
person or by counsel.
You are further notified that if you do not agree with the First
and Final Acoount or the statement of Proposed Distribution,
written Objections thereto must be filed no later than
9100 a.m., prevailing time, on TueSday, June 18, 1996.
RespeCltfully,
F~LER, ADDAMS, SHUG~RT & RUNDLE
rAr~Q, (5//1 J/L/
Dale F. ShUgha;( Jr.
Dated I April 25, 1996
Notice aiven by first claas mail to the followin91
William A. Murdoch
Robert F. Murdoch
Marilyn M. Hooker
Dauphin Deposit Bank and Trust Company
Donald K. Murdoch
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MARY C. MURDOCH TRUST AGREEMENT
SCHEDULE OF TRUS'l' ASSETS
1. Nuveen Aocount H77-210
2. Nuveeh Acoount #25 PA-80
3. . Nuveen Account #307-312
4, Nuvoen Account i/PII-.97
5. Van Ramp Account #P/\-67
6. Tenneco Preferrod (69 shares)
7. Murdoch Insurance & Investment: (SO shares )'
8~ Mercantile Bank C.D. #2243
TOTAL' .
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(abproximate values)
$ 30,000.00
2'D,000.00
30,000.00
130,000,00
20,000.00
6,900.00
15,000.00
-11,000,00
$284,900.00
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Adlustmenls 10 Carrylni. Values: ,.
(A~Jusled basis of Investments upon death
of M~ryC. Murdoch on 07/02/94)
Z87.964 shares Nuveen Tax Exempt National,
Series #77
Adjusted basis - $ 26,364,54
Value per Schedule - 30.000,00 (3,635,46)
191.461 shares Nuveen Tax Exempt Mulll State,
#25 PA
Adjusted hasls - 17,168.31
Value per Schedule - 20,000,.00 (2,831.69)
290.726 shares Nuveen Tax Exempt Nallonal,
. Series #307
Adjusted basis - 10,011.15
Value per Schedule - 30.000.00 (19,988.85)
68,859 ~hares Nuveen Tax Exempt National,
Series #475
Adjusted busls . 7,460,87
Acquisition value - 7.111.00 349.87
63.879 shares Nuveen Tax Exempt National,
Series #478
Adjusted basis. 7;460.28
Acquisition value - 7.111.00 349.28
68,553 shares Nuveen Tax Exempt Natlonul,
Series #479
Adjusted hasls - 6.812.80
Acquisition vullle - 7.111.00 (298.20)
20 units Pa, . Insured Municipals Income Trust,
. Series #67
Adjusted basis - 17,754.70
Adjusted value per Schedule. _ 19.708.20 (1,953,50)
156.899 shares Nuveen Tax Exempt National;
Series #230
Adjusted hasls - 16,193,55
Acquisition value. 16.308.00 (114.45)
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and of thl detl, 11m. anet PllOlwMnthellllllwll:-.c:::'n
to the Court tor oontlrmltlon lnet of the ':n ~ ..., unpaid
obJltOtlonl to uld A\lOOUnt. hll bien ~ to tM IDQOUntlnit
claimant and to tvtIIY other pertClI\ Idr benlflollrY
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I herabyoar1lfythltwrlttln notllll of thI till", ot thll St~tlment
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the ume will III prl.entad to \hi Court kif conflrmlllon and
of lhe lilt day to fllt written objeol\onl to uld Slatemenl of
P'DpoMd Dletrllutlon, hel been given to IVIfV \HIfNI1d ell 1m ant
end 10 IVIfV othet petlOn known 10 lhl aCClOllntanl to hays
or aiel", In Int"I" In thl el'I" I. c,edltot. beneflcletV. heir
(II naxt of kin.
A copy of IBid Stllomlnt wae Included With the nOllee,
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LJIST WILL AND TE,STl\MEN~
'OF
HlIl\Y C. MURDDCIl
I, MARY. C. MURDOCII, now of LOWllr Paxton Township, Dauphin
County, Pennsylvania, deolaro this to be my Last Will and Testament
and hereby revoke all prior Wills and Codicil" made by mo.
ITEM I. I bequeath all my automobilos, household and
perBonal effocts and any othor tangible personalty of like nature,
togothllr with any existing insurance thereon, unto my husband, DONALD
M, f1UP.DOCIl, provided he surviveB mo by thirty (30) days. Should
my husband, DONALD M. MURDOCIl, prlldeeeaBo me or die on or before
the thirtioth (30th) day followin~ my doath, I bequeath Buch ta!lgible
porsonalty and insurance thereon to my Bon, WILLIAM A, MURDOCH,
ITEM I I. If my husband, DONAI.D fl. I.IURDOCII, predocoasos
me or dillS on or before the thirtieth (30th) day following my doath,
I givo'my roal estate situate at 1912 Prince too Avenue, Camp lIill,
Cumberland County, Pennsylvania, to my daughter, MARILYN M, 1I0CKER,
.. .......'...... -..
or her issue, por stirpos.
ITEfl III. I give and doviso all the rest, residue and
romaindor of my estate of overy natura and wherovor situato unto
the then serving Trustoe(s) of the Mary C, Murdoch Trust Agreement
datedG~Nb,,(l. /~~ (,<frf;rT~,C~~reat the same as an addition
to the principal of the Trust created by said Agreement to bo held
by suid Trustee(s), managod and distributed in accordance with the
provisions of said Trust Agroemont.
ITEM IV. I appoint my hesband, DONALD M. MURDOCH, Exeoutor
of this my Last Will and Testament. In tho ovent that ho should
fail to qualify or coaso to act in Buch capaeiLy, I Lhon appoint
my son, WILLIAM A. MURDOCH, First Contingent Exocutor of this my
LaSL Will and Testamont. III tho event that ho should IIlso fail
to qualify or ceaso to act in suuh capacity, I thon. appoint my son,
RODERT F. MURDOCIl, Second Contingont Exocutor, In tho event that
he should also fail to qualify or ceaso to act in such capacity,
1 then appoint DAUPHIN DEPOSI1' RANK AND 1'RUST COMPANY, lIarrisburg,
1\ \ <.lJlI...{ L "'IYI \)J, o....c,.k
N~lry clT,.lul=(foc.ii----..----..
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Poni,sylvanio, as my Third Contingont Executor, No bond shall bo
requirpd of ~y porsonal ropresontative in any jurisdic~ion.
ITEM V. In addition to tho powors ~ivon to my PerBonal
Roprosolltative (s) by oporation of law, tho following powera are
herein givon to him to bo oxorciood by him at hio 0010 discretion.
(The words "he" and "him" as used heroin ahall bo deomed to inoludo
the words IIOholl, lIitll, ltthoy", Ilthomll, 11l1io", and Ilharll as appropriate.)
A. To rotain any property recelvoct and to invest any
funds held by him during tho torm of my Peroonal Reprosontativo's
servioo in any stouko, bonds, noton or other nocuritien or property,
roal or poroonal, within the limitations of the law,
n. To continuo the operation of any 'business in whioh
I am engagod or in which I have an interest at the time of my
death for the term of his sorvice an he deems adVisable, with
the power to borrow money and to pledge the ansetn of the business
and to do all other actn which I, in my lifetime, could have
j. ~ ...', "
done, or to delegate nuch poworn to a partner, manager or employee
without liability for any Ions occurring therein.
C. 1'0 hold investments in the name of a nominee, exercise
and disposo of warrantn.
D. To sellar otherwine disposo of any property, roal
or personal, at any time forming a part of my ostate, during
the term of his service, Ear cash, property or crodit, in suoh
manner and on such torms an my Personal Representative deems
advisablo within the limitations of the law.
E. To manage, operate, repair, improve, mortgage or
leaso for any torm any real estato at any time hold or owned
by my Personal Represontativo.
P. In goneral, to cxcl'ci~o all powcrn in tho management
and settloment of my estate which any individual could exercise
in tho management of similar property ownod in his own right
Upon such terms and conditions as my Personal Representative
deems best, and to oxeeute and delivor all instruments arid to
'1\ \ cuu..~ Q.. \\ \ LlJ\ II ,l<lJk
Mary'. Murdoch
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PRINCIPAl.
Reoeipts:
Balanoo of PriDrADoDunt
This Account
. 10'1,099.55
1,003.06
Page
3
3
Net On'in (or Loss) on Snloa or Othllr DiopDs1tiDn/Prinoipal 0.00
105,1\12.61
. Less: Oen\lral Disburaomentn
Reserves
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1,000.00
4
1,188,50 4
......J.............'...................
Balance befoVll Distributions
Distrib. .tD Beneficiariee
103,914.11
0.00
Principal Balanco on Hand 103,914.11 5
~'Dr Information:
InvBstmente Made 6
Changes in Inveetment Holdings
INCOME
Receipts: . Ballmce of Prior ACDount.
This Account
0.00
3,368.67 7-8
,
Net Oain (or Loss) on Salee or Other DisPDsition/in~ome
. ,.
0.00
\ ' 3 I 368 .67
Less: Disbursements
,
InDDme Balance on Hand'
1,450.69 9
.................'...
1,917.98
1,336.79 10
,
......................
581.19 ' 11
Balance BefovB Distribution
Distributions to BeneficiariBR .
For ,Information:'
InveetmBnts Mado'
Changes, in Investment Holdin~s,
.Oombined Balance on Hand 104,495.30
-------------
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1996;12.09
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RECEIPTS OF PRINCIPAL
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,Dsscript,ion
AssstSRB per First and
PartInl Aocounting. Adjudicnted
Cash:
Mnrketvest Funds Inc Equity
Fund #590 Short Term Capital
GRins Dividend
Marketvest Funds Inc Equity
Fund #590 - Long Term Capital
Gains Dividend
Total Receipts of' prinDfp~J.
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Fid\lDiary
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Value
104,099.55
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105,,102,'61.
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PRINOIPAL'BALANCE ON HAND
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Current
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.01/10/97
Fiduoiary
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, , vall.le
Cash:
.... .1.'.
.,
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Oapital. Reserve Aocount
',\
..,...............
3.06
3..0.6
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Seol.lrities:
..................
5,170,423 shares MarkBtvest FundB Ino;
Eql.lity Fund #59.0
59,149.64
51,911.0.5
,5,226.131 shares Marketvest Funds Ino
Short. Term BDlld ~'und #592
52,104.53 ,52, 00.0.,0.0
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111,257.23 10.3,914/11
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1996. O!I' 09
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INFORMATioN SOHEDULES-.PRiNCIPAL'
Investments Made:
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51,911..05
5,PO,423 shares Marketvest
Funds Inc Equity'lo'und #590
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5,226.131 sharos Marketvost
Funds Short Torm Bond Fund
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~996'12-23 Marketvest Funds Short Term 238,24
Bond Fund 11592
1996.l2~31 Marketvest ~'unds Inc Equity 70.32
Fund #590
1996-12 - 31 Marketvest Funds Short Term 245'.85
Bond Fund 11592 .. .. .. .. ., .. .. .., ~ .. .. .. .. 2 ',648.20,
Interest:
19Q5-l2-0l Market Square Cash Manager 1 449;06
1996.01-01 Market Square Cash Manager 1 416.96
1996-02-01 Market Square Cash. Manager 1 /129.10
1996-03-01 Market Square Cash Manager 1 3!l8.36
1996-04-01 Capital Reserve Account 230.28
1996-04-29 Closing Interest on Account 0,66
#135/1631007
1996-05-01 Capital Reserve Account 146.60
. 1996-07-01 Capital Roserve Account 0,06'
1996-08-01 Cllpital Reserve Account 0,69
1996-09-03 Capi tal Reserve Account 0.71
1996-10-02 Capital Reserve Account 0.62
1996 -11- 05 Capital Reserve AcnDunt 0.72
1996-12:04 Capital Reserve Account 0.65
1997-01-06 Capital Reserve Account 3.97
II...................... 2,070./14
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Total Receipts of Inoome 3,368,67
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DISBURSEMENTS OF INCOME
1.995-12- 11 . Dauphin Deposit Ilank and l'rust 224.05 .
Co. - Commission
1996-0~.11 D/luphin DI'PDS1t !lank and Trust 222.45
Co. - Commission
1996-02-11 Dauphin Deposit Bunk and Trust 223,10
Co, - Commission
1996-03-11 DRuphin Deposit Bunk und Trust 221,21
Co. - Commission
1996-04-11 Dsuphin Dsposit Bank and Trust. 213.35
Co. - Commiss:on
1996-05-13 Dauphin Deposit Ban~ and Trust 42.54
Co, - Commission
1996'06-11 Dauphin Dsposit Bank and Trust' 42.83
Co, - Commission
1996-07-11 Dauphin Deposit Bank and Trust 42.65
Co. - Commission
. 1996-08-13 Dauphin Deposit Bank and Trust 42.93
Co, - Commission
.1996-09-11 Dauphin Deposit Bank and Trust 42,94
Co. - Commi9sion
1996-10-10 Dauphin Deposit Bank and Trust 43.5li
Co, - Commission
1996-11-13 Dauphin Deposit Bank and Trust 43.96,
Co. - Commission
1.996-12-11 Dauphin Deposit Bank and Trust 45.06
.Co, - Commies ion .....................
Total Disbursements of Income
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1,4'50.69.
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AFFIDAVIT
, Dauphin Deposit lIank and Trust Company, Successor1'rus'toe under
AgreBment with MARY c. MURDOCH, SottlDr, now decoasod, hereby doclarDs
undor oath, that said Tru8too has fully and faithfully dischargod tho
duties of its office; that the 1'orogoing Account is tl'uoand correct,
.and fully discloses all significant transactions occurring during the
accounting period; that all known claims /lgainst tho 'frust: havo been
paid in full; that, to its knowledge, thero orA 110 claims now
outstanding agaJ.nst the Tru8t; and t:h/lt ./111 tlixes presently due from'
the Trust.h/lve boon paid,
~~/~~z:d~
Daup in Deposit Bank and Trust CD~pany
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S.ubscribed and sworn to by
/)0t-1'.1 L. Tf'(N ~ I,.
before me this .:1S"/ day of Jiilnlt~"::I ' 1991._
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Notarial Soal
Shelda W. Yantz, Notary Public
a.rllsts 80ro, CumbArlood COUnlY,
My Cllnlml~slon Expires 001 4,1909
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