HomeMy WebLinkAbout94-00675
I)ETITION I'OH PHonATE and GH,ANT 01' I.ETTEHS
E"tat" Ilf l\AnY \/. ::mL'l'7,J\lmlllJ.:H No, ~/- q!:f.. - ~1.1)
1I1,m kllllll'lIlI.' ____- To:
______-- Register of Wills for Ihe
____ /J",','as,''', CouolY of _CJ.LI1~ in Ihe
Sacial S."'lIrity NIl, .].81-12=10'03_- comn,onweahh of Pennsylvania
The pelhion of the undersigned respectfully repre'ellls tlml:
Yonr petitloner(.), who Is/are IK l'ears of age III older an the execUI or
in Ihe last will of the uhove decedent, daled Hoy 1.
and codicil(.) dated -
Ilm1ed
,19
Decendenl was domiciled at death in CUl11ber1ond County, l'ennS~h'anla, whh
hQr lasl family or principal residence at 'rhol'mlo.ld-1~ng HOl1l0, 'I;:> Ho1nut
Bottom nond, Corlisle, ponnoylvnnio 17011
tli\1 "llt'Ct. IIml1hcf amll11l11ldrmlit))
(\lnlc rtltuUlt du:mtntunl:c., C.lI- rCllun"inllulI, dt'alll uf C\CL'utnl. rli:.)
Deeendenl,then 100 years of age, died Jul v 20. , 1991~
UI Thormmld Hureing Hom~, Cal'liolo. Ponneylvnnio '
Exeepl us follows, decedenl did nOlmurry, was nol divorced and did nol have u child horn or adopted
ufter execullon of the will offered for probate; wus nOlthe victim of a killing and was never adJudlcuted
incompetent:
Deeendent at dealh owned property wilh estimated vulues as follo\l's:
(If domiciled In I'u,) All personal properlY
(If not domiciled in I'a,) !'ersonal properlY In I'ennsylvunla
(I f nOl domiciled in I'a.) Personal property in County
Value of real eslate in !'enn"ylvanin
situated as follo\l's: Hono
L1..Q9,OQO.00
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s
s
WHEREFORE, pelhloner(s) respeclfulll' request~s) the probale of Ihe last will und eodleil(s)
presenled herewith and the grant of lellers T est01l\Ontnry
tIC\lnnu:nlnr)': ndmlni\lrnliull c.l.n.; mhnlnhtrnlh1l1 d.h.n.c.1.n.l
theron,
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The pelitloner(s) ahove-named sll'ear(s) or IIrnrm(s) llml the sllllemenls III the foregoing petition arc
Irlle lI11d eorreel to Ihe best of Ihe knowledge IInd belief of petllio er(s) and Ihat liS personal'epresen-
Hnive(s) of lhe ahove decedenl petitioller(s) will :velllllld Iru~V"! iilis,? Ihe, eSlal~ordlng 10 law.
,..'" '" '~' ,,,,,,,,, ",d ",""ri"'" ~ Iu "<<2 fer,,::; < "
hefore me IhlS --:r~-1f7r"1~IY or ~
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-7 MAP)( C. LEWIS /I,'~;,t"r B:
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OATH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH OF I'ENNSYLVANIA } t;S
COUNTY (}I. cumberlnnd
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WARNING: Ills Illegal to dupllcata Ihls copy by pholoslat or photograph.
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COMMONWEALTH Of 'lHHIYL\llHlA. OIPAR,..eN' OF HULl". YITAL AEconaa
CERTIFICATE OF OEATH
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lAST WILL AND TESTANENT OF NARY \01. SllLTZABERGER
I, MARY \01. SllLTlABERGER, of the Borough of Nechanicsburg,
County of CUmberland and State of Pennsylvania, being of sound and dis-
posing mind, tmrory and understanding, do make, publish and declare this
my Last \o1ill and Testament, hereby revoking and making void any and all
fonlEr Wills by me at any tilm heretofore made.
1.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the sarre may conveniently be done.
2.
I direct that all the rest, residue and ranainder of my estate
be converted into cash and for this purpose, I authorize and empower my
Executor, hereinafter named, to sell any and all real estate which I may
own at the time of my decease, as well as personal property, at either
public or private sale or sales.
After my estate has thus been converted into cash, anti upon
payment of all my just obligations, the costs of administering my estate,
and all inheritance, estate and succession taxes, I direct that the entire
balance of my estate then ranaining be divided into three (3) equal parts
and that the sarre be paid out and distributed as follows:
(a) I give and bequeath one (1) such equal part to WILLIAlol
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Signed, sealed, published and declared by the above-named
MARY W. SULTZABERGER, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence of esch other, have hereunto subscribed our names as witnesses.
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<XM>CNWEAL'lli OF PENN5YLVANIA)
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CXlUNlY OF ClIMBERIAND,
I, MARY W. SULTZABERGER , the testat rix ,whose name is signed
to the attached or foregoing instrUnent, having been duly qualified according to law,
do hereby acl<nowledge that I signed and executed the wt:rUl1ent as my Last Will and
Testane:nt; that I signed it willingly; and that I signed it as my free and voluntary
act and deed for the purposes therein expressed.
Sworn and affirmed to and acknowledged before me, the 3rrl
May , A. D., 19J1!L.
day of
~~~?~~
My ('rr.rni ssion Expires: September 21. 1991
(SEAL)
cx:M1).'I\olEAL'lli OF PENN5YLVANIA)
)S5:
00UNlY OF CUMBERllIND )
We, the undersigned,
.
LOIIISE (',ARRETI' R N and OONNA KAvr DR
, the witnesses whose names are signed to the attached or
foregoing instrunent, being duly qualified according to law, do depose and say that
we were present and saw the testatrix MARY W. SULTZABERGER
sign and execute the wt:rUl1ent as \iI:UIher Last I~ill and Testament; that the said
testat rix MARY W. SULTZABERGER .' signed the same willingly and
that the said MARY W. SULTZABEROER , executed it as lU:siher free and
voluntary act for the purposes therein expressedj that each of us, in the hearing and
sight of the testatrix ,signed the Will as witnesses; and that to the best of our
knowledge the testatrix ,was, at the time, 18 or uore years of age; of sound mind:
and under no constraint, duress or undue influence.
*~11 .1.".' A, ,,~..,./-I: ,A? /1/ )(
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Sworn and subscribed to before me this
3frl day of May , 19 88.
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My Carmission E>."jJires: September 21, 1991
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MUS' If COMruuO .... ArrJU'Sl'tUMIVF nr '''lAUriA' HlliIHIIIIOfI WI!,I'F ~M' nrrn.." IUn: 1\ IOCAIFO ^"o nrWRNro TO AIIOVf AO(lRr..",
, COUHn COOl /!rffiiliUMiiU------I1POCiAL iiCiiwvoii oii.ii1ciiiurIC^,1 flUMftlR
2194-0675 1_ 163-12-1063
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JJ' ADDiiii 0; iifciniHi------' lii;;,,! II lit) -- - ___H._~"._ -~ "l\iAi;1 -- _..... .. . --- ----iii;: ((Ii;"
442 Walnut Bottom Rd Carlisle PA 17013
l)"^MIAIi;; A;;lll;rSso,riiioii iiioursii"o '''' OrllllflO ,,; iili I^;i Plrolli-Roi(- "- - --- -" - - -, ----..,__....,. __'_
IflAM',
Richard E. Thompson, Executor
o
ISUU, ADDltf"1
406 Summit Rd
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New Cumberland
----.--.. .---------
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PA
I,.,eool,
17070
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It. I""MII IJlflAIUlII\llIrl
Richard E. Thompson Executor
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406 Summit Rd
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1(11'1
New Cumberland
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PA
I'lr (flflfl
17070
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Joo Robert Stauffer .. _.. ,---..__._A.ll..'1.':J1.~Y.. f.()r...F,s~.'!t!'.___,______._
'''~I~'t.~n~'V~r;~~-~~~~~~'s Ne:;:I;~nicsburg pA"'" 178H"""
C. l"AMfI
PNC Bank, N,A.
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l'Ufff ADD.rul I' "'I
PO Box 30B-Nech Trust Camp,_~!}..!...._
--~.........._..-., _..-....- -.. ...
U^MI AffD ADDUSI or 'IW\UCI^L IUUIIUflOtf Wllur Ifll ,^" Dlro'" BOX II LOC^,'O.
-ii7AM;r-----.-..-. -~ ~ . ..
PNC Bank, N.A.
iiiiiiT~:ii~\-';;urket -;-s-.-.------~;~~II;~~~-~.Sb~;~---. ,----. - ~t^iii -- -------- ---- 113il~;;il
HAM I 0' puscN MAkiNo lAir ii-HAY' - .[ill- D^,i Ai;ii iiME or LA" Iti'iRY-. -- _.______
Richard E. Thompson Jon 7/26/94 @ 9 30 am
11 DAlro. cO',,"i.CiiOiiiiliioi1ffiPiUr.iiiiii 0; iioil '''''---'-'-!ii1--iiiil Uiioiii wii;;:ii iioXii~(Giiiiii(o,
9/17/71 I 1165 Sultzaberger, Nary W.
-----.__.4___......... . -. ,___. '_'_~'_".___ --____._u____________
" HAMI AHD ADDRISS or rIRSOIIISIII^VIIIO ^ccns 10 ftox
o. IUAMII - IAooiH,j' .___ ____ _____
Nary W. Sultzaberger, 442 Walnut Bottom Rd, Carlisle, PA 17013
It. IHAMII l.ij;j'j"ifiij-.- _ ___ _.~~_.
l.iiAiio;'slill~i'---" ~ ~.. ...--.-
Agent for Estate
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1!olAflI
PA
lllr CODfI
17001
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iinjAMiA~'l-l'lliA~; Wf~8m~~iij~Ju~~i~ljl1iiycr ,,' ..,.....
Jennifer Loo Dorn, Administrative Assistant
., wi.iAWiiliHiiii BOXr-------.--- '. .-------,---------_
o VIS ~ tlo
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If 't". It. del,.f willi
L. nan'e and "cld".. ., p'"anlll "r"..nlnlln. lr """,,.fIn I", will
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(2) Storl,,! lhl r" rJ..lnll flV"')' cnll1l1l"" f1I PII"'"""I' r.nlliflrn'''. WOllnnt 01 nlh", ,in"" rntll'" In 110", Slnc~1 orn
tn bIt dntlonoled hy nom.., 0' (Ollljllll1)'. (f1IIi1iwh' nUlllllltI, dr,'" (If HlIllllcoht, nnlt1flln whlrh 'Ir)(~ It 'flgl"",,,,',
and numh.., of .110'''' "nd elnu of ,'nrk.
(3) Obligation. 0' U. S. Gov.,n",.nlt tlulIllu" of ihtllll. dull. 0' Inuit, 'liCit' vnluf'. nnm", In wltlcl, t.ghl"fful.
(4) Bondll Onslgnnte by nom". omnunt, ,,,,""llIuml,,,,, or ollul, tlftllnnollnn.
(5) hanle nnd Snvlng, and Lno" ranhoolul Slnln nOllu. of .I"politor, lIuml"., of Itoo~. lot' duln nPJlttOflng III
hook, nomll 0' bank nnd bronch, nnd holnnclI.
(6) Jew,lry. Coin., SIoOlp', ManulIr.lrh, ntel I hi mill tf"Htlbp 01 fully U\ ponibl...
(7) D..d" Morlgng... Cu".nl In,u.nnu Politi.. or ad"" evld.nu. or Inl'"hl..rJn""1 lit. nn~ d"tcrib,. "t
'ully 01 ponihlo,
181 All o,h.r coo'.ol,.
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SAFE DEPOSIT BOX INVENTORY
-- -- iNsfJWCjlONS---- -----._-~,~~=___=~:~,~
111M
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1 $151.00
--_.
2 NONE
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3 NONE
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4 NONE
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5 NONE
IUM tlFSc.urflotl
6 NONE
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7 NONE
--- -_._------_.~....~
8 Hiscellaneous papers - no value
~ihai "h. - . ~~. 'i.'coiJ ii.c-o;~.ij'~-~r~~;;;~i.i.;,o Ih~-h.;i 01 l~v'kn;;;:,.1tJg';---
~ 8/18/94
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Richard E. Thompson, Executor
Prini Nam;.n~d ii.i. ----.
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Non. U.. ..paral. .h..... If n_n..ary.
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PO 80x 308
Camp Hill PA 17001-0308
PNClBANK
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.' . ";Ier of W'\;c
HARR1SBURG
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REGISTER OF WILLS .
CUMBERLAND COUNTY COURTHOUSE
'CARLISLE PA, 17013
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, FILE NO 21940673
'071777
00071777
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t:STATf: Ot" HAllY W SUI.T7.AIIf:IlGt:11 ot;CEASt;D
(Om) 7/20/94)
I,ATt; Ot' 111Jo; 1l01l0UGII Of' CARI.ISI.E
CUHlIt:IILMO COUNTY PA
WIl.L NO 2194-0675
INVf:NTOIlY
~I\TE" OF Floel (m-
EBlff1eMJI:I.I~'" 6'" "Jo:NN:S .1.VhN 11\
Coll"l:~
COUNTY OF ClJlllll;U1..Il~D
SS
RICIIAIID E TIlOHPSON t:Xt:ClfrOIl Ot. TIlE ESTATt; Ot" HMY W SULTZMlERGER
DECEASt:D \lAVING Ilt:t:N OUI.Y AFt'IllHt;O ACCOlmING TO I,AW DID DEPOSE AND SAY
TIIAT TIlf: ITt;HS API'E^,IING IN TIlE t.OLI.OWING INVf:NTORY ME PERSONM. ASSETS
WlIF.IlJo;VJo;R S I11JATt: MID Rt:^" t:STATE IF MlY IN TIlt: COHHONWEi\LTIl OF PENNSYLVANIA
Ot. SAID Dt;Cf:DENT TIlAT TIlt: V^"UATtON PLACED OPPOSITE EACII ITEM OF SAID
INVENTORY RJo;PRJo;SENTS ITS t'AIR VALUE AS OF TIlE DATJo; OF TIlE DECEDENT'S DEATII AND
TIIAT TIlE DECEDENT OWNED NO RJo;hI, Jo;STATE OUTSIDt: TIlE COHHONWEi\LTIl OF
PENNSYLVAN IA EXCEI'T 11IAT WlllCII APPJo;MS IN A Ht:HORANDUH AT TIlE END OF TIllS
INVENTOIIY
AFFIRMED AND SunSCRIIlt:D lIt:FORE HE
TIll S
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U ", ~ .-t:: ~E
1UQ;
a: .!!!::.
UU
'.II/,HON A, COAlIlEY
~y COIllIn ElP, 6/24/97
Bonded By Service Ins
No, CC297444/
"""............ >I1l1U<<LlL
PA DL. ore lOti 41/1
,- -, ,.,,~ :,c c '.-" , '.f ;_,. ,'. ....,
\
-
MARY W SUl.TZ^IIERGEIl
...,,,:007
I'NC IIi\NK, N^TIONhI. ^SSOCI^TION
musn;~; UNO~;1l 11IE O~;EO O~' mUST Ot.
MhllY W SUI.TZ^II~;llm:l1 D^n;D 3/10/92
^SS~:TS m;w ^S O~. 7/20/94
(D^n: O~. Dt;^11I)
1I0NDS
50,000 Phil US^ mE^SURY NOTES
7.625% DUE 05/31/96
@ 102.9063
INTEREST fROM 5/31/94 TO 7/20/94
51,453.13
520.83
50,000 P^1l US^ TRE^SURY NOTES
6.875% DUE 8/15/94
@ 100.1875
INTEREST fROM 2/15/94 TO 7/20/94
50,093.75
1,471.86
50,000 Phil US^ m~;^SUIIY Non;s 8.50%
DUE 05/15/95
@ 102.5313
INTEIlEST fROM 5/15/94 TO 7/20/94
51,265.63
762.23
COMMON STOCKS
388 SIIS ^T & T CORP COMMON
@ 53.3125
DIVIDEND P^YhDLE 8/01/94
20,685.25
128.04
568 SIIS hLLEGlIENY POWER SYSTEM INC COMMON
@ 21.0000
11,928.00
1.008 SIIS DELL ^T1.i\NTIC CORI' COMMON
@ 55.6250
DIVlDt:ND P^Y^R1.E 8/01{94
56,070.00
695.52
1,500 SIIS m;IISIIEY t'OODS CORP COMMON
@ 42.0000
63,000.00
1,000 SIIS P~:NNSYI.v^NI^ I'OWER & LIGlIT CO
COMMON
@ 20.3750
20,375.00
~
4,153 UTS PNC INTEllM~;DI^n: MUNICII'^I. fUND
P^
@ 97.491l0
INCOME TO 7/20/94
404,909.19
1,325.19
37,706 UTS PNC INn;llM~:DI^n; GOVt:RNM~:NT
fUND
@ 4.31l50
INCOME TO 7/20/94
165,340.81
571.32
- 2 -
.
'-
5227007
. 'Ii SUI.T?^lIt:R(lt:R
.'
C^SII
1'llINGII'^I. G^SII
INGOH~ TO 7/20/94
I N(:OHt: (:^SII
INCOH~ TO 7/20/94
35,363.74
85.10
58,110.08
141.52
994,296.19
~
In:r,Vt:Ot:Rt: Ht:D I Chi, (:ORI'
Rt:t'UNO
11,37
C^SII IN S^n: Dt:r'OSIT 1I0X
151.00
1'^11l1 OT Nt:wS
Rt:t'UNO
46.80
1110RNW^J.D IIOHt:
Rt:t'UND Ot' IIhI.^Nm: IN In:s IDt:NT t.UND
^C(:OUNT
128.97
l't:NN^ (:^I'I 'f^I. lIJ.Ut: CROSS /
III.Ut: SII U:I.D
Rt:11JRN ot' I'Rt:H I UH
228.20
l't:NN^ C^I'IT^I. III.Ut: SIIU:I.O
Rt:IHIIURSt:Ht:NT t'011 Ht:OIChI,
I'Rt:SCRII'TIONS
193.35
TOT^I. INVt:N'J'ORY
995,055.88
=ac:n::n========
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COMMONWfAltH Of m'm~YlYANIA
DEP.utMENt 0' IUV(NUf
Of'" 210601
HAUIUUm,'A, 11121.0601
DIClDINI'S NAMt lLAno mH. AND MIDD\IIN.HAll
W.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I""oR DATU Of DIATH AnlR t 2/~l/91 CHICK HIRI
" A SPOUSAL 0
'POVIRTY CREDIT 15 CLAIMID
fill NUMBER 21-94-0675
COUNrv CODE
VEAR
NUMBER
DICIOH4I'S COM'U I ADDIIIU
Thornwald Nursing 1I0me
442 Walnut Bottom Road
Curlisle, PA 17013
COli""
AMOUNT lIlCEIVID Int INSUUCtlQNII
N A
rn 1. Original R.lurn
03,
IKJ 5,
1
_8,
o 2. Supp:.m.nlal R.lurn
o .t. limit.d Eliot. 0 .to. Futur. Inl.r"t Camp rami..
(for dot.. 01 d.alh aft.r 12.12.82)
rn 6. D.c.d.nt Di.d Tellat. <<J 7. D.ced.nt Mainlain.d a Living TrUll
(Anath copy of Will) (Allach copy of TrulII
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMI COM'UTl MAI~ING ADDun
Maria Tom kins, Sr. Trust Officer c/o PNC Bank, N.A.
nmHONI HUMI" P.O. Box 30B - ~anicsburg ,Trus t
691-4044 Cam lIill PA 70001- 8 :0
I, R.al e,'al. ISth.dul. A) ( 1 )
2, Slacl. and Bond. (Sch.dul. B) ( 21
3. Clas.ly H.ld Slock/Pot1n.nhip Int.r..t ISch.dul. CJ (3 )
.(. Mangos.. and NOI'S R.celvabl. (Sch.dul. D) ( .( )
.5. Cash, Bank D.polill & Mhcellan.aus P.nonol Prop.rty ( 5 )
(Sch.dul. el
6, Jaln.ly Own.d Prap."y (Sch.dul. '1
7, Tran.I". (Sch.dul. G) (Sch.dul. l)
8. Talal Gran Au." (tolallln.s 1.7)
9. Fun.fal Exp.nl's, Admlnistrolive COlli, Mhcellan.aus
Exp.nl.s (Sch.dul. H)
10. D.bll, Mortgag. lIabilitl.s, U.ns (Sch.dul. II
11. Tolol D.ductions (Iotallln.s 9 & 101
12. No' Volu. of Ellor. {lIn. 8 minus lIn. 111
13. Charitabl. and Go....rnm.nlal B.quelll (Sch.dul. J)
U. N., Valu. SubJ.ct to Tax 11In. 12 mInus lIn. 13)
1.5. Spousal Transf.,. (for dot.s of d.olh ak.r 6.30.941
S.. Inllructlanl for Applicabl. P.runtag. on R.....r.. 1151
Sid.. llnclud. valu.s from Sch.dul. K or Sch.dul. M.)
16. Amounl of lIn. 14 taxable 01 6% rat.
(Includ. ...alu.s from Sch.dull K or Sch.dul. M.l
17. Amaunl of lIn. 1.4 loxabl. at 15% ral.
(Includ. ...alu.s from Sch.dul. K or Sch.dul. M.)
18, Prlnclpollax duo (Add 'ax from Un.. IS, 16 and 17,)
19. Cr.dill Spousal Po....rty Cr.dit Prior Paym.nll DIscounl
+ 129,746.25+ 6,828.75
20. If L1n. 19 h grlaler Ihan L1n. 18, .nt.r th. diff.r.nce an lIn. 20. Thll h Ih. OVERPAYMENT.
miD
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R.moind.r R.lurn
Ifor dot.. of d.oth prior to 12.13.821
Fed.ral Eltat. Tax R.turn R.quir.d
TOlol Numb.r of Saf. D.polit Bo...
....:~~1. ~.~;.f..::~ .;~.! ".:';.
_0_
128.449.24
-0-
-0-
666,606.64
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( 7)
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995.055.88
en f..
(9)
53,203.47
181
(10)
',6A6 16
-0-
Ill) 55.889.63
(12) 939.166.25
(13) -0-
(14) 939,166.25
X._1I -0-
-O-
X .06.
X .1.5. 140.874.94
1181 140.874.94
1191 136,575.00
1201
(16)
-0-
(17)
939,166.25
Int.r,"
Check hero if you aro requesting 0 rofunll of your overpayment.
4,299,94
121)
(2IA)
121B)
4,299,94
21. If lIn. 18 Is gr.ot.r than lIn. 19. .nl.r ,h. diff.renc. on lin. 21. Thh h Ih. TAX DUE.
A. En'.r ,h.lnl.rest on the balance due on lIn. 21A.
B. Enl.r th.tolal of line 21 and 21A on lIn. 21B. This Is th. BALANCE DUE.
Mak. Check Payabl. tal R.gllter 0' Will., Ag.nt
~~lI7.:}-~,>;(~~BE,SURE TO ANSWER-AL!;:QUESnONS:ON REVeRSE SIDE AND TO, RECHECK MATH "'~~ofiE'"iI:'!i\~1j~!Jl
Und.r p.nalti.. 01 p.rjury, I declar. thai I hove tIlomln.d this r.lurn, Including accompanying IChedul.. and .tat.m.nll, and to the bllt of my knowl.dg. and b.ll.f,
it II Irue, corr.ct compl.t.. I d.c1ar. that all r.al .Ual. has bltn repOt1ee at Iru. market ...olue. a.c1aration of pr.par.r oth.r than Ih. p.nonal r.pr.s.ntativ. Is
bo..d on or tion , which pr.p .r has any knowl.dg.. . . ~(/~l9.s
SIOH 0" flU IITUItN ADOlln cIa PblC.-Bo:nk. N;A.. P..D. Box~ DAn
X 1 Richard E. Thompson flech; Trust, Camp lillI, PA 17001-0308
II T ItI Of 'Ill A It OlHU AN II' IHrAIIVl AOOlln- DAn
^
""
Act #48 of 1994 provld.. for the r.ductlon of the tax rat.. Impo..d on the n.t valu. of trand.r. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d bV the .tatut. will b.1
· 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nll dvlng on or after 711/94 and before 1/1/96
· 2% (.021 will b. appllcabl. for e.tato. of decedenll dvlng on or after 111/96 and b.for. 1/1/97
· 1% (.01) will b. appllcabl. for ..tat.. of decedent. dvlng on or after 1/1/97 and b.for. 111/98
· Spou.al trand.r. occurrIng on or after 1/1/98 will be .x.mpt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK ("') IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a transfer and:
o. retain the use or income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or its Income, ...............
c. retain a reversionary Interest; or ...................................................................................
d. receive the proml.e for life 01 either payments, benellts or careV .......................................
2. II death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate considerotlonV If death occurred alter
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration'..................................................................................,................
3, Old decodent own on 'In trust for' bank account at his or her deathi......................,...............
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
\
x
x
x
x
x
x
,"'"'" ^
Eltlte V.tuatlon
Iltltt of M.ry ~. Sulll.berOlr lUA
DIU of O..th, 01120/94 '.oc...lnD 01'"1 08/15/94
VIIUlt!.. 01'.' 01120/94 Nunt>o. of '".u.ltt.. 8
Sh.r.. SleUr I,y H..n locurlty
or Par OIl.rlp,lon HIDh/l'~ lO./Dld o'ldJ Accrual. VII...
'I 50000 UNITIO IlAIEI IIEAIUn HI C9128211211
Hit' 05/31/'996 1,625X
01120/94 102,03~ '02.115 III
Ouler Quot.. 102.9D6250 51,453.1S
In" 5131/04 '0 01120/94 520,85
21 50000 UNIlEO SUIU TRlA.un Hr (912821184)
Hat, 08/15/1994 6.lnX
01120/94 100,21873 tOO.I56Z5 .,1
OHI.. Duot.. lOO.1B~OO 'O,09S.~
In', 2/15/94 to 01120194 1,471,86
31 50000 UNIlEO lUlU TRIASURY NT COI2821YQ91
Hit' 05/15/1995 1.5001
01120194 102.5625 IOZ.5 All
Oul.r Quot.. 102.531250 51.265.63
Inti 5/15/94 to 07/20194 762.23
41 1500 HERSHIY fOODI CORP C427a661081
01120/04 4Z.S~ 41.625 HIL
NUl! 42.000000 63,000.00
51 3BS ATlr CORP COO19571091
01120194 53.5 5'.125 HIL
HUI 53.312500 20,685.25
DIY .33 E 06/24 R D6130 , 08/01194 121.04
61 5" ALLlGHINY PWR IYI INC (017411109)
01120/94 21.5 20.5 KIL
NTlI! 21.0DOODO 11 ,928.00
11 1008 IILL ATLANT'C CORP (017853109)
07/20/94 56.125 55.125 NIL
NYII 55.625000 56,O71l.00
DIY .69 E 07/05 R 07111 P 08/01194 695.52
II 100D PEHNSYLVANIA P~ & LT (7090511061
07120194 2o.s 20.as Hll
NIlE 20.3~OOO 2O,J~.00
Value of Securltl.s. 1324.870.76
Value of Accrua\l: 1J,5'1ll.41
ro'"l Vllue 0' Po,"ollo tll 1328,4It9,24
IIV-lUl' elf 11l7J
1""'\
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-
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.. Print or l 0
FILE NUMBER
21-94-0675
COMMONWU.UH Of 'fNNiYlVANIA
IHHUITANCI TAX lnulN
IIIIDINT DlelDINT
ESTATE OF
Mary W. Sultzaberger
(All prop."" lolnlllf"OWned with Ih. Right of Survivorship mu.t b. .Uulo..d on Ich.dul. P)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
Per Rider Attached
666.606.64
FOR INFORMATIONAL PURPOSES ONLY
Decedent created a Revocable Inter-Vivos Trust dated
3/10/92 with PNC Bank as Trustee. The securities
contained in this Trust are reported on Schedule Band
the cash is reported on Schedule E.
Copy of instrument attached.
S 666 .606 .64
(Anach addltlanal SYI" x 11" ah..'a If mare apac.lt n..d.d.,
r'\
1""'1
Eslate of Mary W, Sultzllberger
Date of Death: July 20, 1994
File No,: 21.94.0675
Pennsylvania Inherilance Tax Return
Rider to Schedule E
Cash, Bank Deposits & Miscellaneous Personal Property
5. Belvedere Medical Corp. - Refund Due After Insurance Payment
11.37
o ,.
escrmllon
Value at
Date of Death
1. PNC Bank Acct. 1127-27.001-8218003"
Income Cash Balance as of D/O/O:
Int. Accrued to 0/0/0:
Principal Cash Balancc as of 0/0/0:
Int. Accrued to O/O/D:
35,363.74
85,10
58,110,08
141.52
35,448.84
58,251.60
93,700.44
"
The Securities contained in this account are reported on Schedule B of this Return.
2. 37,706 uts, PNC Intermediate Oovt, Fund @ 4.385
Int. Accrued to D/OID:
165,340.81
571,32
404,909,19
1.325,19
165,912.13
3, 4,153 Uls, PNC Intermediate Mun. Fund @ 97.498
Int. Accrued to 0/01D:
406,234.38
4. Cash Located in Safe Deposit Box - Copy of Inventory Allached
151.00
6, Patriot News - Refund of Subscription
46,80
7, Thornwald Home - Refund of Balance in Resident Fund
128.97
8. Capital Blue Cross/Shield of PA - Return of Premium
228.20
193,35
9. Capital Blue Shield - Reimbursement for Medical Prescriptions
666.606,64
i5fi\
Mury W. Su1tzaberger
ITEM
NIJMBER
IlVUlllu 1'-111
~,~,.;l
":~.l;!'
COMMONWfAlIH Of PfNNSYlVANIA
INH(IlI'''NCf tAX UTURN
'UIDfNl DfCfDfNt
"""'I
~
I
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea Ie Print or T pe
21-94-0675
DESCRIPTION
AMOUNT
A, Funeral Expen....
B,
4,
C.
1.
2,
3,
4,
5,
6,
7,
0,
1,
2.
3.
Myers Funeral Home, Inc. - Funeral Service
Dr. Thomas Herrold, Pastor - Honorarium
James R. Gingrich, Inc. Memorials-Monument
3,534.00
50.00
Inscription 74.00
3,658.00
1,
Admlnlltratlve COlt.. Richard E. Thompson 201-18-6618 15.000.00
Penonal Represenlotlve Comml..lans PNC Bank-Agent 25-1197336 21,896.00
Social Security Number 01 Personol Represenlatlve:
Veor Comml..lons paid
36.896.00
2.
Attorney Fe.. J. Robert Stauffer. Esquire
11.000.00
3,
Family Exemption
Claimant
Addre.. 01 Clalmo,t al decedent's dealh
Slreet Addren
City
N/A
Relotlonshlp
State
Zip Code
Probale Fe.. Register of Wills, Cumberland County
515.00
Mllcellaneaul Expen....
Per Rider Attached
1,134.47
TOTAL (Also enlor on line 9. Recapitulation)
(If more Ipace II ne.ded, In.." additional Ih.." of lame Ilz'.1
S
53.203.47
(1
~
EslaCe of Mary W, Sultznberger
DaCe of Death: July 20, 1994
File No.: 21.94.0675
Pennsylvania Inheritance Tax Return
Rider to Schedule H, Part C
Miscellaneous Expenses
DescriDtion
Amount
40.00
21.00
31.50
500,00
65.48
451.49
25,00
I 134.47
I. Cumberland Law Journal . Legal Advertising
2. Register of Wills, Cumberland County - Seven Short Certificates
3, EVP Systems. Fee for Valuation of Securities
4. Reserve for Additional Adm. Expenses
5. The Sentinel - Legal Advertising
6. Expenses Re Sale of Securities
7. Register of Wills, Cumberland County - Filing Fees
Total
l"'.-...._~'"".
"'''''"''''''.
COMMONWIALIH Of 'INH"WAN1.
,,,,.,.11''''''(1 'A. '''U''''
'UIDIN1DICIDIN'
.-...
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Print ar Tv .
~NUMBER
1-94-0675
ESTATE O'
Mnrv W. SultzaberRer
ITEM
NUMBER
DESCRIPTION
AMOUNT
1,
Per Rider Attached
2,686.16
TOTAL (Also .nl.r on IIn. 10, Recopllulollon) $
,,, mo,.. .poc. i. ne.d.d, ins.rt additional ,h..,. allam. sin.'
~_.,--','''_+;''- ", __, c:
,~
r'I
Estate of Mary W, Sultzaberger
Date of Death: July 20, 1994
File No,: 21-94-0675
Pennsylvania Inheritance Tax Return
Rider co Schedule I
Debts of Decedent
" -
Description .
Amount
I, Emerald Drug - Balance due for Prescriptions
318.11
Total
2,168.05
200.00
2.686,16
2. Thornwald Home. Final Billing for Room and Board
3, Internal Revenue Service - 1st Quarter 1994 Estimated Tax
,
" ;
.l
~ I
~
f"',
Eslale of Mary W, Sultzuberger
Date of Death: July 20, 1994
File No,: 21-94-0675
Pennsylvania Inheritance Tax Return
Rider to Schedule J, Part ^
Toxable Beneficiaries
Name & Address
1. William Elwood Wister
1001 Enst Oregon Road
Lititz, P ^ 17543
2, Sara Wister
1001 Enst Oregon Road
Lititz, P A 17543
3, Richard E, Thompson
406 Summit Road
New Cumberland, PA 17070
4, Mildred M, Thompson
406 Summit Road
New Cumberland, PA 17070
5. Charles E, Diener
208 West Elmwood Avenue
Mechanicsburg, P A 17055
6. Virginia Diener
208 West Elmwood Avenue
Mechanicsburg, PA 17055
Relationshin
Amount or Share
of Estate
Nephew
One-sixth (1/6) of residue per
Hem SECOND, Paragraph A of
Will
Niece-in-Law
One-sixth (1/6) of residue per
Hem SECOND, Paragraph A of
Will
Nephew
One-sixth (1/6) of residue per
Hem SECOND, Paragraph B of
Will
Nice-in-Law
One-sixth (1/6) of residue per
Hem SECOND, Paragraph B of
Will
Friend
One-sixth (1/6) of residue per
Hem SECOND, Paragraph C of
Will
Friend
One-sixth (1/6) of residue per
Hem SECOND, Paragraph C of
Will
+,-_.,~, L>_,-..-.,i'r" ,~__";_" '"""'~.rr'"~''''''' ',.,
. -.f
/""1
t'""I
ESTATE OF MARY W, SULTZABERGER, DECEASED
DATE OF DEATH: JULY 20,1994
FILE NO,: 21-94-0675
PENNSYLVANIA INHEIUTANCE TAX
LIST OF ATTACHMENTS
INDEX
I. Copy of Decedent's Will;
2. Copy of Federal EsCate Tax Return;
3. Copy of Safe Deposit Inventory;
4. Schedule E. Information - Copy of T/D Mary W. Sultzabergerdated 3/10/92
, ....' ... ~ ~.~; f ".
:. .1',_ 'I ,1',~"1
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I.AST \.flU, AND 'l1':S'li\l>IENT OF t-li\liY H, Sur:I'ZA13EIiGEli
-- - ._- -_.~=-'_._.- -
'.
I, NARY H, SUL'l'ZNlEliGER, of the llorough of Nechanicsburg,
CoWlty of Cumberland lind State of l'elulsylvania, being of sowld and dis-
posing mind, merrory lind lDldersl:Llnding, do llulte, publish and declare this
my Last Hill and Testament, hereby revoking lind maldng void any and all
foru'er Wills by me at any tim~ heretofore n'.:1de,
1.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same may conveniently be done,
2.
I direct that all the rest, residue and remainder of my estate
be converted into cash lind for this purpose, I authorize and empower my
Executor, hereinafter \1lIl11Cd, to sell any and all real estate \oJhich I may
own at dle time of my decease, as \oJell as personal property, at either
public or private sale or sales,
After my l.lstate has thUll heen eonvened into ,:ush, nnrlupon
payment of all my jwt obligations, the eost:; of administerlng my estate,
lind all inheritance, estate and succession taxes, I direct that dle entire
balance of my estate then remaining be divided into three (3) equal parts
and that dIe same be paid out: and disL-ributed as follows:
(a) I give and bequeath one (1) such equal part to \'lIlLIi\N
-1-
--
"'""'
E!JoXXlD IHSTER and SARA HTS'mn, his \~ife, shure and share alike,
or to the survivor of said t,-'D absolutely, should eithel" of then
predecease me.
(b) I give and bequuuth one (1) Imch equal pal"(; to RICIIARD
E. 'l1lCl>IPSON und NIIDRED 'l1ICl>IPSON, his wife, share and shure alike,
or to the survivor of said L'I'JO absolutely, should either of then
predecease me.
(c) I give and bequeath one (1) such equal part to CHARLES
E. DIENER and VIRGINIA DIENER, his \vife, share und share aUlce,
or to the survivor of said L'oJO absolutely, should either of then
predecease me.
USTI.Y, I nominate, constitute and appoint RIQIARD E. 'LHCfolPSON
to be the Executor of this, my Last Hill and TeSl:Bment.
.e,.;
IN HI'lNESS \,1IIEREOF, I have hereunto set my hand and seal this
clay of Hay, A. D, 1988.
-1.!J ," I !' ; ',.'
-- Hary/\~. Sultzaberger
':r ",'; (SFAL)
-2-
,...,
~
Signed, sealed, published and declared by the above-named
MARY W. SULTZAIlERGER, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence of each other, have herelU1to subscdbed our l1lIJ11CS as Idtnesses.
, "
:T::" ...'
....' . .,.....
;( , V'
,:.....~(....\.,1.',/~ ,It, ,.~'
.-
I
----_....-_._---~._.~---
\
..~~nL~~I,~'\
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,
-3-
-
..-..
O:UDIM:AL'lll OF PENNS'iLVANIA)
~SS:
CXXJNIY OF ClJ!>ffiEIUAND,
I, MARY W. SULTZABEROEll , the testat rix ,whose name is signed
to the attached or foregoing instrunent, having been wly qualified according to law,
do hereby acknowledge that I signed and executed the instrunent as my Last Will and
Testament; that I signed it willingly, and that I s4;ned it as my free and voluntary
act and deed for the purposes therein expressed.
SIvorn and affirmed to and acknowledged before me, the 3rcl
foIay A, D" 19..lliL,
day of
CXlUNIY OF WffiERU\ND
We, the undersigned,
tXMiJ."M:AL'lll OF PENNS'iLVANIA)
)55:
)
~~~~?<~
My Ca;mission Expires: Septanber 21, 1991
(SEAL)
LOI/JSE (',ARRETI' R, N and lXlNNA KAVT OR
, the witnesses whose names are signed to the attached or
foregoing instrunent, being duly qualified according to law, do depose and say that
we were present and saw the testatrix MARY W. SULTZABERGER
sign and execute the instrunent as kU/her Last Hill and Testament, that the said
testat rix MARY W. SULTZABER OER " signed the same willingly and
that the said MARY W. SULTZABERGER , executed it as 1:U3lhe:r free and
voluntary act for the purposes therein expressed: that each of us, in the hearing and
sight of the testatrix ,signed the Will as witnesses: and that to the best of our
11<nowledge the testatrix ,was, at the time I 18 or trore years of age: of sound mind;
I and under no constraint, duress or undue influence,
I
I
i
I Sworn and subscribed to before me this
I Jrrl day of May , 19 88,
/-1..... .5.'- ~
44g;;~, ~f~'.~,,'.,
~ Ny Ccmnission E,''Pires: Septanber 21, 1991
.4:.I.t_:u.., ~ /? #
)I.
<.~~,,~~
,
x
''''"' 706
United States Estate (and GeneratlolloSklpptng Transferl
Tax Return
Eawte of . aUUn or ,....:tent of the Unit8d at.tee C... 118C*'Wte~. To t.
~ 01'''- I...au"f nt.d.Of dw. J -~ d)'tnO.net Octobef a. 18IQ. For p___~ RedUCbOn Act Notic:e.
"I~ ....--... ~A ,.. P-oe 1 at the~.
1. ":tlCeoent' 1,"'Nmt ana mtOCnllOllIIl'AnO malo.tl name. It anvl 11b 00ce0en1'1 LaSt name I. 2 018' 3 ... 8OCIIIII""" no.
~ Mary w. I Sultwherllel' 12 1083
~ :sa PernlGlla 1l111T'4 01 aoaln ccounty ana 11.11.. Of lorlllQ" countryl 13b YeAI' 00tnIC... M1lD1rsneal" 0011. 01 to,"" I. S Dilll Of O6I1n
.:l Cumberlllnd Countv "ennsvlvania . 1994 I, (, 7 911
i tie 'jil~ 01 ..ecUlDt .,.. lnI1rVC'1I0nSl I' eb hacutorl ~rau InumDlll' ana IlrM\ Il"CIUdIt'lQ apaI1mem or surta no. 01 Ma'
_ R i c l1n rd I~. Tllom son rout.: City. 10'Ml. 01 0011 o"ce: 5181t: and liP toMt
406 Summit !llllld
Ie eaee\ltorl aoc\at MCUntY numC* ,... wmruc:noml
~ New Cumberland, I'A 17070
-
Rev. Auqu!.l 11)9JI
OMS No. '!lo4!K)Ol~
E.DQI 12.31.as
201 18 6618
71 NImI ana kX.IUDn of coun wnerw Wtll ... ptOOI'tllO 01 estalt aom.,.,.., 7b CIIII,....,...
!legister of Wills Cumberlnnd County Courthouse Carlisle, PA 17013 21-94-0675
1i 8 II d_ dlld 1_0, CIlOCl< hoto ~ 0Cl ana .nacn . eenrt10d 01 me Will. II II Fonn ~768 Is .t18CIMld, chocIl !we .
Go
10 If Schadulo R.lls anacnao, chocIl nera ~ 0
I Tutalllrooa _. (from ParI 5, RocaprtutaUOn, _ 3, nam 101
2 Total .,Iow_ _ Ifrom pan 5, ROC8llrtUIaIion, _ 3, 110m 201 ,
3 TaxabIa ..tatlloubt18C1l1na 2 I1'Dm llna II ' , , , ,
~ Adjusted _ grtts Ootal_IIrfta 1wrtl1ln "'" ~ oj _ 2503)..- by ItMl _,I
.-o.co.,ibII 31, 1978, othartnan grfta tIla1...lOdud1bIe III _" groaa -1- 2001(b))
5 AddI_3_~ , , , , , , , , . , , , ,
8 T_lallllh ltMlomounl lIh I1na 511'Dm TablaAlntlle___,
7. ""na 5 ..- '10,000,000, om. "'" _ of Wne 5 or 121,040,000. "
line 5 Is $10,000.000 "'_ oIull """" 710nd 7b ond ontor .0. lIh Wna 7e. 7.
b Subtracl $10,000,000 from line 7. , 7b
e Ent., 5% (,05jof 1lna7b , , , , , , ' , , , ,
8 Total t_ !all (add .... 8 and 7e), , , , , ,
II TDlllglftlall~WlIh'-'tagrfts"-by",,,.-~_o...-,bal31, 1978, t_gIft
I ..... by the -~'. - lor aucIl_'...... 01 opIIt gIfta <- 2513) cdi" tile -~
_ tha donOr 01_ gIfta _ !My .. IndudIbIa In tile _.'. groaa - 1- ~
10 Groas estatl !all (..- IIna 9 from line 8) , , , , ,
11 MaxJmumunrftod~~_1all , , , , , , 11 192 BOO 00
= 12 AdjustmOO1la urutlod crwdrt. (This adjustment may no1 ..ceed $8,000,
1-1 Sea _ 8 of tha 1nSlrUCIlDnO,) , , , , , , , 12
coI 13 Allowable unrftod ~ (sublrac1l1na 12 from llna 11), , , , ,
'Ii 14 Sublr8C1l1na 13 I1'Dm Iona 10 (bu1 do no1 001., ..... than zerol , ,
Go 15 Credit tor state dMth taxes. Do not 8ntet' monI than line 14. Compu1e the creort by usng the 8I'TlCU'I1
on llna 3 Iesa S80,ooo, Sea Tabla B In lhe .nolrUCllllhS and __ C<.ott ~__I'" IOlI1IUCl>OnSI
18 Subtnlc1l1na 1511'Dm llna 14 , , , , , , ,
17 Credd lor Federal Orn IBIS on pre-IOn olfts (section 2012) (ztl8Cl1 compUll11OOI 17
18 Credd lor IOlllOn oatil tuas (Irom 5chedu~(a) PI, (AltaCh Fonn(a) 7ll6CE) 18
111 Crodd for I.. "" poor tranIfara Ifrom Sell.dulo Q). 111
2D Total (add 1'- 17, 18, and 19) , , ,
21 NI1 _I Iall (sut>troc1llne 20 from line 18)
22 G."...tlOorsl<Jl>plhg....-..... (from SChedule R, P.,,2, llna 10)
23 SectiOn ~98OA b_lf!-.-ol estata tax (from Schedule S. Part I,line 11) (see InstnJctIOnSl
2~ Tatallransllf lall"ladd lines 21, 22, and 23), , , , , , ,
25 Prior payments. Explain in an attaChed statement. . . . . .
2e United States Treasury DOnds redeemed In payment of estate tax .
ZI Total (add lines 25 and 26). , , , , , , , , , , , ,
28 Ba!ance due (Of 1) aubtract line 27 from hne 24. . . 28
Under .,.nan_ of pefJUI'f. I dIdIn IN! I naw uatT\lnId thIS retum, IndUdInQ ~ tchIdU6Ia Ind stat~.. II-.J 10 tM belt of my knDW*IOIlr"Id behIt.
It II tfWi, COITIlCt. and com~., OcWa1lOf1 01 ~ at,., ttw1lhe pecutOl' IS baed on ad flfotmahon of wtlId1 prec)IfW' hI:I ."., ~.
c/o PNC Bnnk N.A. P.O. Box 308
Mp,..hnni ('qh"t"R 1'rllc;:t r.nmp Hi 11 P^ 17nOl_n10R
Slgnalurll4l' 01 OIooulOl\l1 Illcha rd E. Thompson 0.11
I
2
3
995.055
55 889
939 166
88
63
25
~
8
8
939
322
-0-
166
074
25
84
-0-
-0-
70
8
-0-
322 074
84
322 074
84
-0-
13
1~
18
18
2D
21
22
23
24
211
28
&gM1ure at prepa,. Olner lhen e.ecU1Of'
Address land liP cOdeI
Cot. No, 20MllR
Oat.
~
:,,"" 10& IRev. d.931
Estate of: P.':1TV W. ~ultznbt'r(!~r
Part 3.-Elections by the Executor
I v.. No
Pie... chKlf rhe uy.." DI' "No" box for e.ach qUNuon.
x
1 00 you elect anemale valuatlon1
2 00 you elect speaaj use valU81l0n'1 . .
It "Yes," you must complete ana BttDen Schedule A-l
3 Do you olec:\ to poy thO ..... m .nslallmOnta .. doocnbod In SOCIIon 61687, ,
If "Yes." you mUll attach the addrtlonallnformatlOn descnbed In the IOStnJCttonS.
.. 00 you eleCt to ..,wtPOU8 tne pan 01 the taxllll attnbu1ab" to . revemonuy or rematndIf Interest as descnbed In MCtion
61637 , , , , , , , . , , , , , , , , , . , ' , , , , , , , , , , , , , , , ,
Part 4.--Generallnfonnation tNota: _ .tlKIIlho _ wppIemOnlII documents. You muot - thO - _Mn: .
AuthOnZaUOn to rec:eMI """",,1dIl..ltwI tax ..'........bOl. under ReQu&atiOnI MCOOR 6Ot.5GC{b)(2)(l). to.a - eM MtIte'. ~ befcn the"'" ~
SoMc:o, end to mollO """WI at oral --"""" on _ of thO ...... d return ~ by on ottomoy, occountII1I, at .,w"Uod __ for thO ..........,
NI/TlI of ~ (pnnI at typo) Stoll _lruntlIr, ....... end room or..... ,"", crty, .....,1I1d ZIP codII
1__lomthO 0_'0 conrllodOUlllOC_ __(yOUm..._.....PP'~"""_llat...._-~
'hIO rotUm lortno..-, I omnol..-_or 0_ rrornpr..- _tno___ _endom~fD ~lntno
~8hnwn ~
sqan I eN' Il\II'IIlOI' I Dell I T",,-IO Il\II'IIlOI'
0001h _ UIIcI~ I'U11bIr _ IooI*lg aIIhonfy C- . 00f1t 01 thO _ - Mf ... III lt1II rotum).
Cert, n2164R~q, Dent, Health/V1tal Record"
2 o.:.donI'. _ at occupatlor1. n _ cI*k hen . IKI and _ _4'. - - at 0CQJIl0ll0n.
Milliner
3
_ otatua of thO _It time of_:
o Married
UlI WIdoW at ",Idt. .. 'lomI, SSN, end dale 01_ 01 "'" . __ . ..l\qll~.~,U.,H.....i?!!}.t:.~!!\1.~.J;J...~~!l.!..R~.'l!!~.,!.~!',d
.. ..OJ. Q 1)).~..Rellllelll;e.rl" Lp); j,Q);.. t.Q,. J.9.QIi L..... ............ .........."............ ,......,...... ........... ...............
o Single
o L~__
o D~ __ bocImOftnal ~
.. SUMVlllll _'. nome
N/A
5
1411 Social aaaJnIY numb<< 140 A/JlOUt11- t- .-}
N/A: i N/A
, ,
IndtJ1tttM (ottw'tIW\ UW anM'IQ apolM). trusts. Of ott-..... who ~ bInIIftta from thI.....(do notindUdl"'_lbd"b..~W
shOwn.n _ O} l-~' Fat PI1v8cy Ad Noticet..,'" - to __ 1>00........100 only}, _1hO I_lor Form 1040,
NIlfM of IftOMduIt. tNIt. 01..... rICM'II"IO $$.000 Of men kMntrf'yInQ runbIr I' . ""'~ to dIcedInt AIncad &8II1WII'Ul:tICJnN
Per Rider Attached
All unlSCorta.noblo _ end thOSO who .- _ than $5,000 ,
,.
-0-
T_, , , , , ,
(Conftnuecl on next _/
. . . . . . . . . . . . . . .
P8ge 2
."
("'\
ESTATE OF MARY W, SULTZABERGER, DECEASED
DATE OF DEATH: JULY 20, 1994
SSN: 183-12-1083
U,S, EST A IE TAX RETURN
RIDER TO PART IV, ITEM 5
TAXABLE BENEFICIARIES
NAME AND ADDRESS
SSN
RELATIONSHIP
AMOUNT OR SHARE
OF ESTATE
William Elwood Wister 170-07-3031 Nephew One-sixth (1/6) of residue
per Item Second, paragraph
A of Will
Sara Wister 190-22-7818 Niece-in-1aw One-sixth (1/6) of residue
per Item Second, paragraph
A of Will
Richard E. Thompson 201-18-6618 Nephew One-sixth (1/6) of residue
per Item Second, paragraph
B of Will
Mildred M, Thompson 172-24-7885 Niece-in-Iaw One-sixth (1/6) of residue
per Item Second, paragraph
B of Will
Charles E, Diener 184-05-5796 Friend One-sixth (1/6) of residue
per Item Second, paragraph
C of Will
Virginia Diener 198-10-1212 Friend One-sixth (1/6) of residue
per Item Second, paragraph
CofWill
..'"',
;~ 106 IRev. ~.9.31
Part 4.-General Information (conrmuea)
",.... c:tMc* the . 'V.. " M '''No'' bo.r for..a. QUNUon.
8 Does In. 91'OS1 estatl contain any sec1100 2044 prooeny IQualrfieO termInable '"tenllSt property IOTIPl from a enor gift or
estafllllsee . 5 of the InStructional? .
71 Have fedenil gl11 tax retums ever been tiled? . . .
It "Ves," lease anacn 1M of lhe relums. 11 aV.I~'. ana fumtSl1 the followl Intotm.llt1on:
7b Penoc:JIsl coverea 70 Internal Revenue ottlCtMlI1 WfMn med
If you ........ "Y_II to ant of QUMtiOnI &-18, you rnuat attach 6ddIUo....1nfonnation .. dMcnbed In the tnItnJctk)na.
a. Wu there arrv InalXIU'IOI on the decedent'S life tha11S not Inch.Jded on the return as part of the rosa estate? .
b Did the de06deiI.1 own IfW.I'II'a on the life of another tnat ts not IndUded In the rosa estate? .
8 Old 11>0 _.1 ot 11>0 _ 0/ _ own any pnll)OIIy as a JOInt lonont wrth I1ght 0/ lIIJMV<nhlp In wIIlch (a) one 0< lT1llf8
01 11>0 01llOr """' lononlII _ __ Ie 01her tl\on 11>0 deoedel ,1'1 1IXlUM, and (b) _ tl\on 11>0 lull vllua at tile proporl'f IS
,nc:Iudecl on 11>0 rwlLm .1*1 0/ the _1" "Y..,. must OOllllllellll1d ottaci1 ~ E, , . , , , ,
10 Old the _,L ot the _01_, own any Int.-t In a __1Ol1lllp '" u"''''''''......104 "'-0< any I\OCk In on rnacllve
Of held CQlpQr.tb.? . . . . . . . . . . . . . . .
11 Old 11>0 _,I maM lIlY lrW1IfIr -.1bed In _ 2035, 2038, 2037, 0< 2038 (_ 11>0 InIlruc:tIona lot Schoaule Ol? "
.V.... mu.a ~ IttIc:h Schedule G . . . . .
12 W..thInI.,__lha_oIthe_,\'a_
a Anycn.a~bythe'-~durlnghlao<"_1 , , , , , " " , .
b cn.a _..- II1a ~.lnIIr _lha _~ r 'lIlY _, t>eo_ '"- 0<_7
13 DIdIl1l_____"'_ _01 ""V.... mUII~II1CI_~H
14 WfllI1I_ __......... _111I1110.-...... aI PuIllIc Uw 87034, -. 4O:I(1X3) l~ ~ Tax Id at 1118117
1/ "Y.... 11*:I1 a __ Clotl1llUII1Ion 01 the _ _, ontar Iha .",.,..,. on nom 18 0/ the Aoc:apftuIation, and noI8
on rtem 18. attKhIct,-
V'" No
x
15 W. the d1C1d114. ~,......' ~, bMofw dMth. recIII...;ng an atnJIty ~Ibed In the -QenerIM- ~ of the InItruc:tkIM.
lot _ t1 " "Y.... ITUIl ~,..,Iwb. and IIlach SchaduIo I. , , , , , , , , , , , , , , , X
18 Old lha _~ '- alDlal ._ ..Ili.,_,tllCCUlllUlllllo. (II _ In _ 11llIOA(d)) In quaI/fIad amployar plIna
Ind~.~_,_. tf-V..- mull IIndau.:hSchedtM8. . . . . . . . . . . X
- ..... v... . c-. of dedi
-0-
328 449 24
93 851 44
-0-
-0-
2 20
Pert 5.-Recapitulatlon
"""'
an- _
1
2
3
4
5
o
7
8
8
10
__&lata, , , ,
_ B-S10CIlI_ BondI, ,
_c r'o.~_.xICaah
_ D-l_ on 11>0 0ac0ld00,~1 Ufe (attach Foml(l) 7121
_ ~ 0Wnad ~ (1Ilach Fonn(ll 712 lar life _I.
_ F-Otlw M. " _ Proparty (ottaci1 Fonn(l) 712 to< Ilia I"....,.,."
_ G-Tranafwo lMtng ~'I Ufe (ottaci1 Fonn(ll 712 lot ilia Inalnncel
ScheO.M it Pow.. of AppoI.tme..1 . . . . . . .
_I-Mnu_, , , , , , , , , ,
Total _ _ (odd n.... 1 II1roogI1 91, Enter henI and 00 line , 0/ the TIlX
COmc>uta1lon""""" ,
"...
CloducllCl<W
11
12
13
'4
15
10
17
18
18
Schedule .l-Funaral e.per.. II1d Exponsas Incurred In Administlf1ng Propony Subjocl to Claims
Schodule K-DebtlI of Iha ~
Schodule K-Mort_ .xl Ulna, , . , , , , , , , , ,
TotaIofnemsl1t11rOug1\13, , , , , , , , , , , , , ,
Al_ amount 0/ dido odlona from nom 1 I (... 11>0 onSlJUCUOnS lot nom 15 0/ 11>0 AOlCaPlIUIatlonI
Schedule L__ t.oaaoa Ol.mg Mmmistl'atlon , " , , ,
~ L~ IncurTod In Adm,nlStonng Proparty Not SUbjact to CIalms
Schodul. M-6aQ_ ate.. 10 SUMvong Spouse ,
Schedule o-chantatM. Public. and SimIlar Gifts and
20 Total allowab6l deducb0n8ladd rtems 15 ttlmtJQll19), Enter here and on line 2 of the Tax ComoutaUon
Page 3
995,055 88
-
I
-0-
-0-
-0-
889 63
X
X
X
X
'-,
/""
; ,"" 106 IRev. d.9]l
Estate 01: Hnry W. Su1tznbcn~er
SCHEDULE A-Real Estate
IFor 101n/ly ownfK1 prooenv thet must be olsclosed on SchfK1ule E, see the InSrructlons tor SchfK1ule E,)
(Reel eSlete that IS part at a sole proonetorsnro snould be snown on SchfK1ule F. Resl eSlale mal IS mcluded In the
gross eSlsts unoer SflCllon 2035, 2036, 2037, or 2038 should be shown on SehfK1u/s G, Resl SSISIB thaI IS included in
thS gross SSlare unDer secrlon 204 I Should bs shown on Schsduls H,)
(II you elflCl sflCl/on 2032A vs/uallon, you must comolete SchsdU/S A snd Scheoula A.I,J
"em I OeIcnohon I AlIlINtI AlIIm.I. valUe v.. . dItIi of 0MU1
"umber , VlJU,lbOn Olt.
I None I
,
Totaltrom continuation scheoule/e) (or .ddltlonsllheel(e)) attachsd to Ihls schsdule , -0-
TOTAL (Also enter on Part 5, Ree.o,tulatlon, oaoe 3, .tltam I,) -0-
(II mOIll space IS needed, attach tha contlnuallon schsdule from the end at this package or .ddltlonal sheelll ot the same size,)
(See the InslrUclIons an the IllYllrSe s,de,)
Sched:IIe Ie. Page '"
./'"'\
~
:,~"" loes IRev. d.~JI
Estate of: Mary W. Sultzabcrl1cr
SCHEDULE B-Slocks and Bonds
(For fOmlly ownlKl properTY that must be dlscloslKl on Schedule E, see the mstflJctlons for SchlKlufe E,)
'lem I OlscncUIOf1 InclUdlftQ lac. amounl 01 DOnal or numOlf' of .nares ana PII I I An~l'
"umoer "Iue wnere nMOeO for tOenlme.llon. GIYI CUSIP numoet" IVIII&tNe. I UM V,lut I YaluatlOn alii Anemall Vllue V....... CSIt,ot dedi
,
, I I I
Per Rider Attached I 328,449.24
,
,
Total /rom contJnuatton Ichedulo(l) (or Iddltlo1nat sheet(l)) IlllIched to this llChedule _n_
TOTI.L (Also ent.. on Part 5, RllC8IlllUlltton, D80e 3, at nom 2,) , 328 449.24
III more space is ~, alUlCh the continuation lICIledule /rom the end of thll pacl<llge or addntonat oh_ of the ..". sIze,l
(The InotruclJona to Schedule B are In the separllte InotnJClIona,) Schedule B-f>-ve 12
c;""
......... .-""'\
eater. Vatuatlon
'Itlt. of Miry W. SutcllblrQ.r 'UA
Dill ot DI..hl 07/20194 ProcI.,lna Olte. 08/'5/94
V.luuton DIllI 07/20194 NUltIer ot I..urltl.. I
Shlrll locurl ty H..n hcur !ty
or ,ar Ollerlpllon Hlvh/A.k loW/BId or Adl Accrual. Vel...
" '0000 UNITIO liliES TRUSURT NI C9128278271
Hetl 05/3111996 7.625X
OrnO/94 '02.0375 \02.115 A"
O..ler QuoUt '02.906250 51.&53.13
Int. 5131/94 to 07120194 520.83
21 500110 UNITEO SlATn fRIASUIlT NT (9121211841
Hatl 01/15/1994 6.175X
07 nO/94 100.21175 tOO.15625 A"
OHler auot.. 100.117500 50.093.75
IntI 2/'5/94 to Or/20/94 1,471,16
31 50000 UNITED ITATU fRIASUIlT NT 19'2~7Y091
Hatl 05/1511995 H.500x
07/20194 '02.5625 IOZ.5 A"
D..l.r bell 10i.mi50 st.U5.63
Int' 5115194 to 07nOl94 762.23
41 1500 NERSIIIY 'lXIIl CORP 142711661081
07 nO/94 42.375 41.625 N/L
NTII! 42.000000 63.000,00
5l lea ATCf tCA' (OOI~7109l
07/20/94 53.5 53.125 NIL
NYlI 53.3'2500 20,615.25
o Iv .33 I 06/24 R Q6f.l0 P 04/01/94 121.04
6) 568 ALLlONln NI ITI INe (0174"109)
071'lO194 21.5 20.5 H/L
NTII! 2f .0??oo0 11,921.00
71 1008 IlLL ATLMTlC COIP (077ll531091
07/20/94 56.125 55.125 N/L
HUI 55.625000 56,010.00
Dlv .69 E 07/05 R 07/11 P 01/01194 695.52
H) 1000 PENNSTLVANIA PYA & LT (7G905f106)
07n0194 20.5 20.25 N/L
NTlE 20.37500ll 20,575.00
Vtlue of S..urltl... ni4.ITO.76
Value of ACCMUlll: ",5711.41
Tot,l VIlue .f Port'ollo 1'1 nza,449.i4
TnTCf Q C'l~
,...'~ .., ':' ",
.. ....
. ,_..
'-"I
~
=?nn 108 (fI~. 8.1J31
Estat8 of: Marv W. Sultzaberl\er
SCHEDULE c-Mortgages, Notes, and Cash
(For jointly owned IlroperIY that must be d,sc/osfld on Schfldule E, sse the ,nstructions lor Schedule E,)
"om I Oescnc>tocn Morna" AIUWNt. VIlUI VWo at.... of_
numDlt I valUlbOn aate
I Per Rider Attached 93.851.44
,
Totallrom continuation schedule(s) (or addKlonsJ sheel(s)) attached 10 this schedule -0-
TOTAL (Also enter on Part 5. RllClIDrtulatlon, n.ne 3. at Kern 3,), 93.851.44
(11 mOl1l space Is needed, attach the continuation schedule from the end 01 this package or sddltlonal sheela 01 the serne stze,)
(See the Instructions on the IlIYtInIll side,)
SchecIuIe C-Pege 13
---\
(\.
:~ 10ft .Aft, I!-9JI
Estate of: Marv W. Sultzaberl\er
SCHEDULE [)-Insurance on the Decedent's Ufe
You must list all policies on the life of the decedent and attach a Form 712 for Bach policy.
110m I - -. MlfNte WaIUI v_.._..-
number I v""""" oat.
I None -0-
Total from contlnuation schedule(a) Cor addItIonal aheet(s)) attached to \hIs scheduls _0_
TOTAL. (Also enter on Part 5. RlICIlIlrtulstlon, Da"" 3, at "em 4,), _n_
(II more space IS needed. attBCh\he contlnua\JOl1 schedule from \hi and of \hIs package or additional shealS of the same size,)
(Sea the inlllJUCtlons on \hel1lllSr'S8 aide,)
Schedule D-P.ge 15
357-328 0 - 93 - 2
~
'"""'
:rm 106 IRev. a.'J3l
Estate of: Murv W. Sultzllben\er
SCHEDULE E-Jolntly Owned Property
"f VClU elect sectIon 2032A vmuaflon. YOU must comOlltr. Scheau/e E ana Schedule A.1.J
PART 1.-ouallfiad JOlOtlnterests-lnterasts Held by the Decedant and His or Her Spouse as the Only Joint Tenants
(Section 2040(b)(2))
'lem I
"umDef'1
Oes<no",n
For s.ecuntl8l, QIV8 CUSIP numDet, II a"'llIaCl'.
Anlltnl'e
valUAtIOn dale
Alternate value ValUe at cate of d..m
None
ToIII 110m contInUaIlan ICI1eduII(II (or oddItlanaI aMel(l)) at1Khed \0 this --.
II To1III , , , , , , . , . , , . , , .
10 Amol.I11S ~ In ....,. lone-llall 01 line Ill. , ,
PART 2.-AI1 Other Joint Interests
21 Stili the """'" and _ of oacl1surviVtng co-tanen1. << theN ... mono thin _ aurvMng CQot_ 1101 the .JdIu.... .....-
00111_01-.
.....
__--CItI,--ZP--
A.
B.
C,
lIem Ent_
-...
r'lumDM' ~Ienant
O"""...l.....,
l~ an~ vaIUWOn data If II"IY) Fot
~ ..,. CUSIP numoer. rt .~.
P..--
,n<:lJdlblO
,.-
anlmlle va.
I~--"
dill 01_
Total 110m contlnUlllon lCIlIdulollllor addttlonal ahaetlllll- to thllllCl1odule, , , , , -0-
2!J T atal other 100nt interestS . . ., ......
3 Totallncludibla jolnt I......... ladd IIn.. 10 8l1CI 201, AI.. antor on Part 5, RecapnulltJon, page
3, II ttom 5 , , , , , , ' , , , -0-
(II mont apace la n_, al\aCn Ina comllluallon scneaule from Iho ond of tnls pacKBgo or addlllonal on8818 otlhe Il8IT1ll SIZe,)
(See Ihe insUUct10nS on tho rev8fSO aodo,) Schedule E-P8ge 17
'"
.-
:-"rm 106 IRev. 8.931
I
!
,I
ji
Estate at: Mary W. SultzaberJler
SCHEDULE F-other Miscellaneous Property Not Reportable Under Any Other Schedule
(For JOintly ownea properlY thet must be olscJosea on SchsduJe E, s.. the Instrucrlons tor Schsdul. E,)
,If you e'set secl/on 2032A .e/Ual/On, you must comP/ata Scheau/a F and ScheauJa A-I.I
1 Old the aseeoent at the tlm. of aeath own eny anlcles of anlstlc or collectible value In excess of $3,000 or MY V.. No
collections wnose anlstlC or collectible value comblnll<l at date of death exceeded 510,OOO? , , , , , , ,
If .Ves." submit full details on thiS schll<lule ana attach aD /Blsels,
2 Has the decll<lent's estate, epouse, or any other Derson, racelvll<l (or Will recelVel any bonus or awara as a reSUlt
of tha aaceoent's employment or daath?, , , , , , , , , , , , , , ,
If .Ves,. submn full details on this SChll<lula,
3 Old the deceoent at the time of death have, or have acceee to. a sefe aepoan box? , , , ,
If .Ves,. state location, Ma II held In joint names of decedent Md Mother, state nJ!ll1e [andJlllatlOnShlP 01 jolnt
depositor, PNC Bank. Main & Market Streets. Mechanicsburg, I'A ,7U~:>,
Box 0[7055, in decedent's name only
i
:1
I
,I
I
Itom
".....
DMo....,.~1
For...-. ....CUSlP _, ~-.
II MY 01 the contents 01 the oale daposlt box are omitted lrom the schedules In this return, explain fully Why
omitted. None Omitted
AII_
---
All............ v_._or_
1
Per Rider Attached
572.755.20
i
i
,I
Total lrom continuation schedulO/s) Cor addltJonal sheet!s)) attached to this schedule,
-0-
TOTAL.IAlooenteronPar15,RecaDltulatlon,pa e3. at Ihlm 6,1 , , , , , , , 572.755.20
(II more SDace IS needed, attach the continuation SChedule tram the end of this package or additional aheets 01 the II8ll18 Size,)
(See the InS!lUctlons on the revenle .,de,)
Schedule F-fJege 19
n
~
ESTATE OF MARY W. SULTZABERGER, DECEASED
DATE OF DEATH: JULY 20, 1994
SSN: 183.12.1083
U,S. ESTATE TAX RETURN
RIDER TO SCHEDULE F
OTHER MISCELLANEOUS PROPERTY
DESCRIPTION
37,706 Vts, PNC Intermediate Gov!. Fu~d. @ 4.385 165,340,81
Int, Accrued to D/O/D: 571.32
VALUE AT
DA TB OF DBA TH
1.
165,912.13
2.
4,153 uts, PNC Intermediate Mun. Fund @ 97.498 404,909.19
Int. Accrued Co D/O/O: 1.325.19
3.
Belvedere Medical Corp, . refund due after insurance payment
406,234.38
11.37
46.80
128,97
4.
Patriot News - refund of subscription
5.
Thomwald Home - refund of balance in resident fund
6.
Capital Blue Cross/Shield of PA . return of premium
228,20
193,35
7.
Capital Blue Shield - reimbursement for medical prescriptions
,TOTAL
~572.755.20
,,,
.1
'"
r--
,.., ',~a IPev e'~]'
Estate of: Hnrv W, Sultznberner
SCHEDULE I-Annuities
Note: uenerallv. no e_C/I/Slon IS .Il1oweo 'or ttle esrares 0' a8Ceaems avtnq an"r Dee.maer Jr. ,ge4 ISH InsrrocrlOn51.
A Are you excluding trom tMe oeceaent's gross estate the value ot a lump-sum distributIon descntJea In section
2039ln121? , " " ' ,
II "Yes." vou must anBch the Information reaUtrea bv the InSInJctlons.
!em I
-ymDef' I
OeICnDtlOn
ShOW lnl en!" yalue 0111\1 annuity belen anv ..eluslOn,.
J"lI1m11.
..IllJatlOn a.t.
lnelUOlble , IndUdlbIe
altemate Yllue !".... I' Gall of 0IMh
I I None ,
i I
I
Total tram continuation schedulelsl (or additional shoet(sll att/'ched to this schedule -0-
TOTAL. fAlso enter on Part 5. Recaoltulatlon, oaoe 3, at item 9,\. I -0-
lit more space IS nll8<led. anach the contlnuallon SChedule lrom the eno 01 thiS paCKage or aOdlllonal sheets 01 the same SIZe,)
Schedule !-Page 22 (The inStrUctions to Schedule I are In the separate Instructions,)
'1
"""
:"!rm 106 lP~ d.9]1
Estate of: Mnrv W. Su1tznberger
SCHEDULE J-Funeral Expenses and Expenses Inourred In Administering Property Subject to Claim!
Note: Do nor f,st on tnlS scneaUle e.-Donses at aamlmstenng proDerry nor su%cr ro ClaIms. For mose eXDense". see the InstnJctJon
lor ScheaU/e L,
II executolll- commiSSions, attorney lee., etc.. are clalmea ana allowea a. a deduction lor estate tex PUIPOMS, they 8IlI not
allowaDle as a oeaUCllon In com pUling the texeDle Income at the estate tor Feaeral Income tax purposes, They ant eJlowaDle as
an Income tax oeauCllon on Form '041 II a waiver I. filea to waive the deduction on Form 106 I.ee tne Fonn 1041 In_on.,
item I o.cnotlon I exo.n.. ___ TotIII Amol.J1I
"'umoer I _.__"
A. Fu....t e__:
Myers Fundera1 Home. Inc. - Funeral Service
2. Dr. Thomas Herrold - Honorarium
3. James R. Gingrigh. Inc. Memorials - monument inscription
3.534.00
50.00
74.00
1
TotalluneraJexoenses. , , " , , , , , , , ,. , , , .
B. Admtnlltmlonelq)etlM8: RJ.EhgrdkE,:, Ibom~son H.Qllg.1l8
Executors' commlsslons-aml)~g~u"po~tslnke out the 'It.,,,~ If.al.J'c.,, 'lot appty.)
J. R8&irt, Stauffer. ESQuire
Attorney Ie. '-'-__~og'1l8d upon! (5trl1<e out llie woras IIUIt 00 not apply,) , ,
..~&~~,:!l!l....
.~f!I,~2~.:!l!l...,
.L1.,.Q!l!l.:.q9....
2
3
Accountant '--'mount estimated/agreed upon/pald, (Strtke out the words that do not apply,),
.....JUf:>:.........
4
Miscellaneous expenses:
~-
Per Rider Attached
1.649.47
Total miscellaneous expenses trcm continuation achedule(s) (or add~lonaJ sheet(s))
attached to this schedule, ,
Total mlscellaneoua expenses ,
. . . . . . . . .
TOTAL lA/so enter on PlIrlS, Aecacltulatlon, pa e 3, at Item 11,\ 53.203.4
(II more space I. neeoaa, altaen ths contlnuallon scneaule trcm the eno at this package or aOOitlonal sheets of the same slZe,l
(See Ihe InstrUctions on the reverse sloe,l Schedule .J-P.ge 23
"'"'"
-,
=')fTT1 105 lR4w. 8.Q3\
Estate or.
Mnry W. Sl,ltznberacr
SCHEDULE K-Debts of the Decedent, and Mortgages and Uens
.om ' Debts at 1M Oec:eaIn1-CrtGltOf ana natutl of clalm. ana \ Amount unp&ld 10 aate \ Amount In ccm_ ........._u
"IumDtl'1 ,IiIOw~ 0M1n lB_ .-
1 Per Rider Attuched -0- -0- 2.686.L6
,
I
Total flOm contInua1lon sclledulele\ (or additional ~a\\ at1aChed to IIIIa achedule , . -0-
TOTAL ,Also enter on Part 5, R-- _~d, lion, ..- 3, at Item 12.\ , . 2'<686. L6
him ~n:lu..... 0-. ....dOl. -
....-
1 None
-
Total from continuation schedule/sl lor additional shaetls\\ attached to this schedula , -0-
TOTAL IAlso emer on Part 5, Recaoitulatlon, oaoe 3, at Item 13,1 , -0-
ill more apace IS needed, attach the contInuation schedule tram the end ot lilts package or additional sheela of lIIe same aiZe,)
(The Insll\lctlons to Schedula K are In the separate Insll\lctlons,) Sd1ldu1e K -Page 2!
---
,----
~~"" 108 lAw. d-U31
Estate 01: Mory W. Sultzobcrgcr
SCHEDULE L-Net Losses During Administration and
Expenses Incurred In Administering Property Not Subject to Claims
"om
"-
Net ~0\n'IQ ~
tMotI1 00 not c:M4ICt ~ c.Ial'Nd on I F<<ww/ nxwne .. twft,m.'
-
1 None
Total frcm continuation 1IChedUIe(1) (or addItionIIllMel(a)) a1\aChad to thla lIChedUIe .
-0-
TOTAL
110m
....-
entar on Pert 5.
3, Blltem 18, , , . , ,
Exper.- n:ur.d In ~,~~lo. praperIY naI ~ to
__ _...., , IQIOOd -. 01 poil1)
.
-0- ,
-
1
None
Totallrom continuation schedule(s) (or add~lonal sM8l(l)) a\tllChed to thla acheduls ,
-0-
TOTAL (Alae ant.. on Pari 5, RllC8llIlUlation, 3, at ~em 17,), , , , , , , -0-
(II /11011 space IS needed, attacl1 the continuation schedule frcm lha end olltlls pac~1lJlI or additional -- o1lha same aJze.)
Schedule L -P8Qe 2lI (Ihe InllllUctions to Schedule L lII1t In the separate 1nslnJc1lona,)
,...., ;.~I) ,PI!'Y f'..j]l
Estate of: Hnrv \~. ~ul t?nlH-n!l'r
SCHEDULE M-Bequests, etc., to Surviving Spouse
Election To DeduCI Qualrfled Termlnabla Inlerssl PropertY Undar SectiDn 2056(b)(7).-1 a trusllDr Olher orooertYl meets ths
.eOUlremenrs Of Quallfl90 tormlnOOIO IntereSI orocerty unaor secllon 2056IbI(7). ana
.1. ihe IruSI or Diner property IS lIstea on SChedulO M. ana
b. The value at the tNst lor other oropenyl IS enlere<:J In Whole or In pan as a oeductlon on Scheaule M.
~"en untess Ine e.ecutor scoclflcally loenuflBS the trustlall or a Iracllonal ponlon or percen1oge) or olner property to be
-3xCIUOea from tne electiOn the e.ecuter snail be oeemea to have maae an election to nave sucn trust lOr olher property) treated
as QUalified termlnaDle Intsresl oropertY under section 2056(b)(7),
II less tnan the entire value 01 the trust (Dr Dmer oropertYl that the executor has Included In the gross eslate IS entllRld as a
deduction Dn Schedule M, the executor snail be CDnSldered to have made an electIon only as 10 a fraction 0' the trust (or Dther
propertYl, The numeralor ollhls lracllon IS 8Qual tD tne amDunl of the trust (or other oropenyl deducled Dn Schedule M. The
denominator IS 8Qualto Ine IDtal value 01 the trusllDr other oropeny),
Election TD Deduct Ouallfted Domell1la Trust Property Under SectlDn 2058A.-lt a trusl meelS the requIrements af a quaJlfled
domestic lrusl under section 2056Ala) and thIS return IS filed nD later than 1 year atter the time prescnbed by law Clncludlng
extensions) lor filing Ihe return, and
a. The entire value of a trust or trusl propartY IS listed Dn Schedule M, and
b. The entire value of the trusl Dr trusl oropertY IS entered as a deduction Dn Schedula M,
lnen unless the executor specrtlcally Identrfies tne truSltD be excluded from Ihe electlan, tne executor shall be dawned 10 have
made an election 10 have the entIre lrust treeled as QUalIfied domlmlC trusl rope
1 Did any property pass 10 \he sUlVlvlng spouse as a resutt of a qualified dlsclalmer? ,
If .Yes,. altach a copy of the wnlten disc/8lmer reqUited by section 257B(b),
2a In whal counlry was \he sUlVIVing spousa bom7
b Whal;s Ihe surviVing spou88'a data Df binh7
c Is the surviving spouse aU,S, clllzen7 , , , , , , , , . , ,
d II the surviving spouse Is a nB1uraJized crtizen, when did the sUNMng spouse acquire crtizenshlp?
e If tha survIVing SpoUS8 IS nat s U,S, crtizen, 01 whal country is the survIVing spouse a crtlZen?
3 E1Ktlon Dut of OllP 'nwa1ment of AnnuitlM.-Oo you alect under section 2056(bxn(c)Q~ nDlto \nlIIt a:;;
quallfled terminable Inlerest propeny any joint and aurvivor annuities IIIat are Included In \he glDSll _ ...'
wDuld otherwIse be treBled as Quallfled tarmmable Inlerest propertY under saction 2056fblmCC)? (see In~)
110m
number
Delcnphon 01 property mterntl D&SSIn9 to SUrYlVlf"O IQOUM
Amount
N/A
TDtal from continuation schedule(sl (or additional shealls) attaChed tD thiS scnaaula
4 TDlal amount 0' propeny interests listed on Schedule M, ,
58 Federal estate taxes (Including section 4980A taxasl payable DUt Df propeny
Interests listed on Schedula M '" , , 51
b Other death taxas payabla out of propertY Inlerests listed Dn Schedula M , 5b I
c Federal and stata GST taxes payable Dul of propeny interests listed on I
Schedule M , 50
d Add Items a, b, and c 5d
8 Net amount D' propeny Inleresls listed on Schedule M (sublracl 5d frDm 41, Also enter on Part 5,
Recaoltulatlon, oa e 3, at Item t 8 6
IIf me", SOlce IS neeaed. arrscn me COnrlnUBflOn scneaU/e lrom me ena of U1/$ PBclfBge or .oalt/onSJ Sheers 0' me same S1ZfJ.'
(See tfle msrrocrlons on rne I1tV8rw slde.~
Schedule M-Page 27
r-,
""\
. ."'" 106 IRell. c.9)1
Estate of: Mary W. Sultznberllar
SCHEDULE P-Credit for Foreign Death Taxes
List alllorelgn countnes 10 wnlch ceBlh taxes nave been pOld and for Which a crealt IS clslmea on thiS return.
.....................................,...............................................................................................................
II a creolt IS cllllmeo tor oealn laxes pBld 10 more tnan one lorelgn country, compute Ihe credlllor laxes paid to one counlry
on InlS sneet ana attacn a separate CODY Dt Scnedule P lor eacn of tne olher cDunlnes,
The credll computed on tn,s sneet IS tor tne ,..............,......,..,...........,...................,....,...,.......,........,......,.
INatnII ot a..m IU Of Ib_1
"""",.,.,.""."", ,....""",.,.,...""""",.,',...,.,"" Imposed in ".."".....,..." ,..,..."". '.,..." ........,.., ,.... .,....,..."
lName at coumry)
Cred~ Is compuled under tne ......' .....'".... ..............' ..,..,.', ...,......,.......,..,.,..,.......,...........,..........................
1I~ 1,t1e of trMfY or -staM.,
Cltlzensnip (nallonali at decedenl at lime of death
/All"""""" and nI... muot be...~ In United BIa__1
Total ot estat.. InhentanC8. teQ8CY. and succassaon taxes Imposed In the country named above 8ttrtbutable to propeny
srtualod in lhat countrY, suIllOClod to Inose tax.... and Included In lhe gross _ (0$ - by Il1O\UI.I
2 Value ollhe gmoa __ (odjuolocl, d _, occonling 10 the InStrUCtiono tot rtom 21 , , , , ,
3 Volue of pmporty _ In II1al countrY, subjoClocl to _ lOX_ """"""" In II1al countrY, and Induclod In the gmoa
_.lodjuItocl, d....... V, ~diIog to the inS1r\lCtiClnI tor rtom 31, , , , , , , , , , , , , , ,
4 Tox ImpoIocl by -. 200t nIdUCed by tho _ _ _...-_ 2OtO, 2011, and 2012 (_InIlNCtlono)
5 Amount 01 F_ __ lOX .11ribu1able to propoflY apecrlIocl 0\ rtom 3, (DMdo rtom 3 by rtom 2 and multiply the r-.Il
by1lom4,) , , , , , , , , , , , . . , , . , . , , , , . , , , , , . , , . ,
, er.dIllor _ _ ImpOIod In tho countrY named _ (tho omaIIar 01 rtom 1 ot Item 6), AIoo entlt on line 18 of
Pa12, Tox~, , , , , , . , , , , , , , , , , , , , , , , . , ,
SCHEDULE Q-Credit for Tax on PrIor Transfers
Part 1.- Transferor InfonnBtion
-....-
---
IRS otftoe ..... ...
tax rwam we Ned
0.01_
"
B
o
~ .... ~ 0 d _ 2013(1) (spoaaI .-.Ion of fann, etc., real property) odj\JotlT*1lI to tho computation of tho ...- -- - (-
i_I,
Part :z.-ComputaUon of Credit (see instructions)
'*"
r...-.r
B
c
"
I Trans1...'. tax.. .......Ilollod (fmm ~
(line 7 - line SI x line 35 lor aacl1 columnl , ,
2 Trans10r0r' taxClrom .m coIUtm of -,
line 20) , , , , , , , . , , , , ,
3 Moxlmum amount boforo parcot1IIOO nKlUnmonl
(lot oacn column, orner omo<a1I !nlm line 1 ot 2,
wh_.Slm.llarl, , , , , , , , ,
4 P~ al_laocI1_I(_ ,,,.wellons'
5 Credrt allowable IIlM 3 x IInlI .. for eacn column)
%
, TOTAL erodrt altow_ (odd columns A. S, an<l C
o. line 5). Enter n.. and on line 19 of Pan 2. Tax
computatlOl1 , , , , , , , , , , ,
ScheduIH P end Q-PlIge 32
-0-
(The InstrUCllonO to _loa P and a IlrIln till __ 1nlIlIUC:ll<lnI,I
-..,
.--..
--
....,....n. "."1
.
CCM"'9"WIAIIW", "1'Hn,v,lN'4
t~WU:U'lfM, w:~~
'0, 'U""C
lIAlltUUIO"A IIOJ
_ .. .._".J,
MUll If COMru"o IV .,'UU...'AtlVI 0' mIAHCM' IW~t1ftHlOtt WIIU' SAr' n'to~I' lOX IS tOC^,'D AHO urUINIO '0 .AlOVI ,AODUU
t cou tV coal 1 'ILl HUMI" i SOCIA&. UCUIIIY O. P'^'" CUtlPlCAU NUM".
2194-0675 183-12-1083
"rn"'iiAii"ij;ij'i)ilH
1._ 7/20/94
- -,""", ---
PA
----...--..-
SAFE DEPOSIT BOX
INVI!NTORY
CC;'{C))[P)'\t7
OICIOI."" NAMi n;.t. ""'. ~1441;r
Sultzaberger. Mary W.
. -M)~mo;biEiMin l,iiii'~u------- tell'll
442 Walnut Bottom Rd OarlisLe
IIAMi"AiiOj;iiiiiiii 0, ""SOH UQ,jijiiHii iiii o;i-HiH..O,iiiii,i;j OIrOllllOX
I",AU.'
Richard E.
III' (oo;j-"
17013
nu..t IoDOlnl1
406 SUIIIIlIit Rd
Thompson, Executor
-..-... '. . ic,.......-...-----u
New Cumba...\and
I\lAUI
PA
111' (oall
17070
_._ .. ~_~. ..__...,........ ....r".,...~..~ .._
. "AMI, A!2!!! AUD '..LA"~.!!!!I!..ll~.A!~~I.J!'_'!!.~t~~H'. 0' ""OW'. ''''.!!~,,~!..~!" .0" O':I~~".O_____.._
.. I,,,",utl IIIlAllnN,fll'l
Richard E. Thompson Executor
,"I"'ADOlu" 1(1'" "i1'fA;;,"" ...--
406 Summit Rd New Cumb....land PA
IrIPCl)flfl
17070
1
,I
.. IJI~""I
....t....~ob.~s.!.'!11,u .. .. ...._,
'''!I'' AGO'U"
l1a1n II tlarket Straets
"I'AIIO;iU~
,... ..._ _ ..,_____~_M5.2m~:l..'-'1~~!!~~!t_________
len." '''^lfl 1I" COOII
Mechanic.burg PA 17Q55
I
II
'I
'I
!
I
,I
,I
I
I
.. iHAun _...........-.................- ..' ".-liiiAi'iiiHiiT.;r------"-
PNC Bnnk, N .A. Agent far Estato
111I11f ~ao"tll Ctlll') I"A"I --
PO Box 30B-Hach Trust Camp Hill PA
_~..._ ._......r.;rr--:._...... .." .. .~................~.~"_r .... ........
"^MI AND 1'0011111 0' """Ne'''' IHunU'lON WIlUI till '''PI OIPOIIT .OX fl \oc.-.no.
IJIAMII -....... . ~.. -.-.--.......-...--..-. .--..--
PUC Bank, N.A.
iil'UIA~l~ii~ M.r'ke'~'";;a'''''.''' .-.. H.~h~n1;8b~~~ . "."'---;~i'Aifl
HAM 0' .""ON MAkiNO u" IN1ii : -. ~fI A:tlD tlM. 0' .....n 1H1AV
Richard E. Thompson -.I~28/94 ij 9.30 am
OAII o. COHUACT TO ..,.., lox 1:1 "UM... 0' iox.--U!J "t" UNOI. Wllle1l 10. IS "01"",.0:
9/17/71 1165 L Suluaberller. Mary \01.
~ IIAMI AHa ~aomio, ,.iiioiitii .it,;."iiio ;,ceii,;o _ox . .---.-,. -- ..
.. """Mil lADDUU'
Mary II. Sulr.r.nh....lIar. AA2 \Jalnut Bottoll Rd. Cftrl1ete. PA \7013
III IN"".I, (AOOU"t
UIP((\nll
17001
1 JIl'5~.1I
HAMI MH'!iiAo/W~8m~ii}N~JUj,~;tm'i~~;--
Jennifer L. Darn. Administrative Assistant
WAS A WilL III 'Hlio~'
o YI' 1::1 NO
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II. "...,. ..... _"",... .1 ,."....1 t.pr.....'.U.,.. I' "."'... '" the will
IN""'II
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1"""111
1".111 AObUUI
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'IUAUI
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lO'd ~OO'ON LS:B ~6'6l das
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4
'ON 131
,-
...---....-.--.-
-.- - INmUeTIOfJS
,- -jij"c;;,i;, ii.po;ii;'i~j'~;;ii:--" _n ---
12J StaC~.1 lht In .flllnll ,y"'y coml""" nr 11Iofo"u~ u"lfItol., wC1Hnn' or QII"t' ':911" 'nund In ho.. Stoell. au,
10 b. d,"onnlld by noml of cOlnpun)'. ulllllcolt numb", dall of 1:I,lIl1col., nan"'" whlt.h aloele It tlghl.r.d,
o"d nunth., ", ,hllu, and c1n" of tIOc".
(3) Ohllg.llon..r U. S. Oo...nnllllll thJlllblr a. 11.111., dolt of Ihu., lor:. vnluA, nf'~" In ""Illeh reght.r.d,
(4' Bond.. O",lono". by n"",", nmoun'. ..rial number, or olher d.IIAnallon,
UJ Ba"~ and Snvlng. and loan Pauboo".. Slall nont' of tJ.padlot. numh., 01 book, 10.1 dale opptculng In
b~DIt, no"" .f bonlc ond b,ol\ch, and bolanu,.
(6J JIW.IrV. Coin. I Slamp., ManuH,lrh, IIIICI lid Dntl d.,tt,lb. eJl fully d. poullll".
en Cnd., MDr.gng." Cur,,"t '",urann Polld.. or alII., .vld.nctl of '"d.hl.rI".u, Uti 0"'" d.u;lbe a.
lully 01 pOlllhl., ,
'I' All .th.. ..n'.nl.. --
11IM InM ""(1'''11''.'
.!JO' .
1 $151.00
-- -- -- ------.-.--- ...--....-- .-.......-...-.. . .. ....--
2 NONE
--- - --- _..-_...~._.....- --
3 NONE
..--.- .__.-
4 NONE
,.....---.... .. . .....-......--..- --.... .- .......... --.
5 NONE
- .- ....-
6 NONE -,- ......... ..
- .........
7 NONIl
- --..--.-. , , . .-----..-...--
8 HiscellanoQulI pnp.~8 - no valuu
- . --
..- --... ----.....--.-....-. -- ,. ,-
-- --.. ...-..... .-.--...-..- .........--
'--' --.----.... -.... .........- -.
- . - ..,
-
- ...
.' .. ,- ..
-.--. --........-...-- ,--, --.-. ....
- -.'~'
-
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-- .. .., ... .. -'''''--'.---
-- -......-.-. - -
.......... ..' ...- .
I U.tUv und ::7' 01 p.'~ i'~7ov"i"..;rfij";.II.c1 and 'om~i.I'-'-~'ih~i;~;IOimv knowl.dg. -
and h. .
(. t\. 8/18/94
ii ~ ~-_... '''V' ..-..... ..-.--.-
hI" 11,,'-
Rlch.~d E. Tho1l\pGon, Executor
;ii~it~~~"'7'iili~ ,-
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SAFE DEPOSIT BOX INVENTORY
w. _.__'_
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Non. U.. I.par.'e .h.." II "_u...,)'.
~O'd ~OO'ON LS:8 V6'6~ das
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'ON l3!
TEL No.
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THE FIRST BANK AND TRUST COMPANY
OF MECHANICSBURG. PENNSYLVANIA
TRUST AGREEMENT
This TRUST is established between The First Dank and Trust
complmy, Mechllniceburg, PA as Trustee and the undersigljed aB
Settlor. The settlor hereby grants and conveys to the Trustee all
right, title and interest in the cash amount indicated below and
to any other assets or liabilities set forth on Sohedule "A", which
may be attaohed to and made part of th1B agreement, IN 'l'RUST,
NEVERTHELESS, to hold and manage in accordance with the terme and
provisions set forth herinbelow.
1n mllnaging thsse and any other asssts SUbsequently
transferred to this TRUST, the Trustee is oharged with the
following dutiesl keep the assets safely; use the care and
attention which a reasonable prudent man would devote to the
msnagement of his own financial affairs coneidering the eoonomic
conditions of the timer advise the Settlor monthly of the past
month's transactions and the valuation of assets held at month end,
and annually of any necessary information for the preparation Of
the Sattlor's tax returns I transfer the net income each month to
the prinoipal of the TRUST for reinvestment, to or for the use of
the Settlor, to the Settlor's checking account as indicated below.
In addition to those powers granted by law, the Trustee may
exerciee the following powers in order to perform the above
dutins: receive proceeds from thB sale, maturity, call or
convnr.slon of TRUST DssetBI 1nvBst in anll buy or soll aBeeta
(incllldlng real or personal property, mutual tunlls, common
investment fundS, obligations, lleposit accounts with The First Bank
and Trust company of Mechanicsburg, FA and etock of its affiliate
PNC Flnancial Corp) SUbject to the Settlor's guidelines indicated
\
,
TEL No,
."""\
h
\ ( 1
belowr borrow money at reasonabls rates and plsdge TRUST assets as
coUnteral should it be prudent to do so; pay any necessary
expenses, including reasonable Trustee's compenoaticnl allocate
transactions between income and principal as the 'l'ruatee, deems
bestl and handle routine matters according to the Trustee's best
jUdgement, inClUding but not limited to making timely eXChange or
tOmporary issues tor permanent, executing proxies or voting shares,
buying or sell.ing rractional shares, and exerciulng holding or
selling warrants representing rights received in corporate
recapitalizations or reorganizations.
The Settlor may alter or amend this TRUST in any way provided
that suoh change doe. not result in making the TRUST irrevocable
or creating dispositive provisions to take erreot at or arter the
Settlor's death. The Settlor may add to or withdraw trom the
TRUST'S income or principal at any time, subject only to providing
reasonable notioe. The TRUST shall terminate upon the Settlor's
death Of the last surviving Settlor and undistributed income being
paid into the Settlor's estate. ' The Trustoe may oxpond TRUST
inccme or principal in behalf of the settlor at his discretion or
in behalf of any named benefioiary to the extent of his beneficial
interest. only the settlor shall have the power to assign or
encumber his interest in the TRUST or ctherwise cause .its assets
to booome liable tor the payment of Il beneficiary'S personal
obli9ation or debt. The Truotoe is responaible for losoes oaused
by its gross negligenoe but not tor other losses such as, but not
limite~ to, those oreated by fluctuation in market valuations. Tho
Trustee is not roquirod to account to anyone, e~cept as ~escribed
above, unless expressly ~irected in writing by the Settlor or his
personal representativo. Either party may terminate this TRUST at
any time, SUbject only to providin9 roasonable notice.
ItNC Uun"-. N.A.
..... .- 1 1\\ 1'\1 IIU'II1 M;lIIit~I'nH'1I1 :11111 Tlll\1
:!Fi\\1 MilIIlS,.-nl
MI'(hiHllnhUl~, I'A 17()~lr,
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Reply To:
Maria A. Tompkins
Senior Trust Officer
Mechanicsburg Trust Office
Post Office Box 308
camp Hill, PA 17001-0308
March 23, 1995
PNCllJANK
Register of wills, Agent
Cumberland County Courthouse
carlisle, PA 17013
RE: ESTATE OF MARY W SULTZABERGER
DATE OF DEATH: JULY 20, 1994
FILE NO.: 21-94-0675
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Dear Sir/Madam:
Enclosed for filing with your office is the Pennsylvania
Inheritance Tax Return, in duplicate, for the above estate,
together with our check in sum of $4,299.94, representing the
balance due. We also enclose a copy of the U.S. Estate Tax Form
706 which was filed this same date. Also enclosed is the
Inventory.
Please receipt the enclosed copy of this letter and return it to us
in the envelope provided. Please send us your usual receipt
covering this payment of tax.
"JJ;a7~
(Mrs.) Maria A. Tompkins
senior Trust Officer
Enclosures
cc: Richard E. Thompson, Executor
J. Robert Stauffer, Esquire
Thomas J. Hayden, Jr., Vice President
Addressee
:jld
.., -.. - -".- -..- .
~~---------------~--------------------------------
If j- 13 ~7/ - I' - /. .~~-
D AA022. 975 COMMONWEALTH OF PENNSYLVANIA
NO, DEPARTMENT OP REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.1V-II""I'.'"
.>
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RECEIVED FROM:
a
ACN
ASSESSMENT ~
CONTROL ~
NUMBER
AMOUNT
PNC BANK TRUST DEPARTMENT
POBOX 30B
-Hll
*",299.94
CAMP HILL PA 17001
~ ,Ot~ ~;., 'OtO Hftf
ESTATE INfORMATION:
E't fILE NUMBER
~ 21-1994-067e SSN 183-12-10B3
E't NAME Of DECEDENT IlAST) (flRSrl (MIl
~ BULTZABERGER MARY W
II DATE Of PAYMENT 8
EI POSTMARK DATE
COUNTY
CUMBERLAND
DATE Of DEATH
07/20/94
REMARKS PNC BANK TRUST DEPT
m TOTAL AMOUNT PAID
.4,299.94
DO
REGISTER OF WILLS,
. (
RECEIVED BY I ;' r. 'Jl (~ '..") ^
n SIGNA'URE., \ -I
MARY C. LEW IS 1'.. ~/ f., )' J' ~1
REGISTER OF WILLS ~
SEAL
CHECK" 073487
---------------------------------------7--1----~---
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~~547'EX AFP <12-94)_
co""o""ULTll Of _L.~l'
D<PAAT1lDfT Of --
IURfAlJ f1F INDIVIDUAL TAXES
DEPT. Zl060l
UARRISIURG, PI. 17lla.06al
E 0 FILE NO.
DATE OF DEATH 07-20-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TD YOUR ACcauHT, suaKIT THE UPPER PDRTION DF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER DF WILLS, AGENT"
REMIT PAYMENT TO:
ACN
101
NOTICE DF IHHERITANCE TAX
APPRAISEHEHT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIDNS AHD ASSESsHEHT OF TAX
MARIA TOMPKINS SR
C/O PNC BANK NA
PO BOX 308
CAMP HILL PA 17001
DATE 06-06-95
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
l
A""unt R..Ut.d
-
1
CUT ALONG THIS LINE ~ RETAIN LOllER PORTION FOR YOUR RECORDS ~
iiili:iSi;;_EX-Aj:ji-ri""i=94i-iiiifiCe.--OF-YtiiiEiiifiiHCE-TAX-jiPPRAiSEHEii:r;-ALLOW;.iicE"iili-----------------
DISALLOllANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SULTZABERGER MARY W FILE NO. 21 94-0675 ACN 101 DATE 06-06-95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funer.l E><pon.../Ada. Co.b/Hl.a. E)(pOI'I'" lSahadul. H) (9)
10. D.bb/HartIlOll' LloblllU../Llon. ISch.dul. 11 (10) 2,686,16
11, Tatol D.ducUan. 1111
12, H.t v.lu. af T.x R.turn 112)
13. Ch.rltobl./Go..rno.nt.1 Boqu..t. ISahedUlo J) (15)
1~, H.t Volu, af eotot. Subjeat ta T.x 11~)
NOTE: If an assessment was issued previOUSlY. lines 14. 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAXI
15. _t af Llna 1~ .t Spau..l rota (15) .00 X' 03.
16, _t af Llna 1~ to><oblo .t Lln.al/Cl." A r.to 1161 ,00 X, 06.
17. Aoaunt af Lln. 1~ t.xobl. ot Collot.rol/Clo.. B roto (17) 939,166.25 X .15.
18. Prlnalpol To>< au. \18)
TAX RETURH WAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l e.t.te (Sch.dUl. A)
2. Stack. and aand. ISchadul. B)
3. Clo..ly H.ld stock/p.rtnership Inter..t (SchedUle C)
~. I\artlloga./llota. Read.obl. ISah.dulo D)
5. CoohlBonk D.pa.lt./H1.a. por..no1 Prop.rty ISchadul. E)
6. JalntlY awned Proparty ISch.dul. F)
7. Tran.f.r. (Sch.dule 0)
8. Tot.l A...t.
TAX CREDITS:
PAYHEHT
DATE
10-17-94
03-28-95
RECEIPT
HU11BER
MM913093
AA022975
DISCOUHT 1+)
IHTEREST 1-)
6,828.75
,00
I ) CHA/lGED
(1) .00
(2)~ 328 .449,24
(3)- ,00
I~) ,00
IS) 666,606.64
(6) ,00
(7) ,00
(8)
995,055.88
" IF PAID AFTER DATE INDICATED, SEE REVERSE
FeR CALCULATIOH OF ADDITIOHAL IHTEREST.
I IF TOTAL DUE IS LESS TI\AII n, NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIONS,)
53,203.47
c;t:;.RAQ ;;.~
939,166.25
.00
939,166.25
.00
,00
140,874.94
140,874,94
AHOUHT PAID
129,746.25
4,299,94
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
140,874,94
.00
.00
.00
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RElERYATlDlh E.hlte. of dMedent. dying an or Mfore o.c-be,. 12, 1912 .... If MY future Int.r..t In the ..hlte It trM.ftIrred
In pa.....lon or -njopent to CI... . (coU.t.MlU benIIflol.rl.. of the decedent .U.r the .MPI,..Uon of any ..t.te for
IIfa or far v..r., the rc ,.....MUtt ....rebv axpraub ra..rw. the rl.-.t to ..,,..1.. and ...... tran.f.r I....rlt.no. Taxa.
.t the l...ful Cl... . (coU.t.,..U Mlta on .,y IIUCh future Int.r..t.
PllRPOSE OF
NOTlCEI To fulfill thlI r...lr.....t. of s.oUon 21.' of tM InherltMCe MIl f.hlta Tax Act, Act 2Z 0' .9t1. n P.5.
SeoUan 1140.
PAYtIDfT. o.bch the top part Ion of thh HoUce and subIIlt with your ptI~t to ttM Aeel.t.,. of win. print.. on the r.vene aide.
....... check or .....Y a,...,. pQllbl. tal REaISTER OF MILLS, AaENT
All ~t. received ..11 flr.t be ~11" to .,y lnt.nlt Nhlch -v be ... ..lth MY r_lnder ..,UIId to tn. tax.
REFUND (cah A refund a' I tax credit, which .... not r......tect on tM Tax R.turn, _y be r....t.. by COIIPlaUna an "application
for Aafu'ld of ....,lIYlvenl. l....rItWIC. Md fltata Tax" (REV"lnS). AppllcaUon. ara avalhbl. .t \hi Offlca
of U. R.....t.r of NUh, any of the U RevM&* Olttrlot Offlo.., or by ClUing the .-01.1 Z."hour
.n....rlna .ervlc. nwbIr. fo,. fa.... OnMr!nQI' In Pem.vlvenl. l"IOO"S6Z"'I05D, outside P....lYlvenl. ..s
..Ithln local HarrisbUrg .r.. (717) 717-1094, TOO' (717) 771.2151 (~rlna l.,elrld Only).
DlJECTIII<<I. AnY p.rty In Int.rest not _t"fllId ..Ith the ...,..I.......t, .UIMMM. or db.UDMSnCII of deducUon., or I....~t
of tax Unoludlna dhcount or Int.r..t) .. ......, on th" Notice .,It obJMt within .Ixty (60) dly. of r..lpt of
thl. NoUce bYI
.....rltt., prot..t to the PA o.p.rt.Mt of A...,......, IoIrd of Appuh, Dept. 211021, HarrbburD. PA 17111-1021. OR
--.lllCtlon to have thai ..tt.r dlt....lned at audit of the account of the paraonel rapr.untaU..,.. OR
--.....1 to \hi Qrph:M.' Court.
A.'IIM
IITRATlVE
CORRECTIONS.
FMtuel .rror. dlNGv.red on thll .........,t Ihould be IIddr...ect In wrltll"lll tal PA Deparbent 0' R.ylf1Ul.
Bur.au of Indlvl~l T..... ATTN. POlt A....~t A...,I... Unit, Dept. Z10601, Herrlsbure. PA 171Z'~0601
~ (717) 7'7-6505. ... p... 5 of ~ bookl.t "Inltructlon. for Inherltanc. Tax A.tu~ for. R..ldent
DMadlnt.. UtE\I-150U for .n .ql....Uon of ....lnl.tr.U..,.b correct.ble arran.
INTERESTI
If any tax ... 11 p.ld ..Ithln thr.. (5) c.l"'r .onth. .ftar the decedent'. death, . fI..,. percent (D) discount of
the taM p.ld .. .UI*Id.
Int.r..t II char.... besilm1rtll ..lth flr.t _ of deUnquency, o~ nIne (9) IIOnth. and ana (I) day fr_ the data of
..th, to the det. of peYMnt. T.... whIch ~ daUl1qUWIt before J......ry 1. 1.11 bur Int.ra.t .t the ,..t. of
.Ix (0) percent per ~ ~Icul.ted .t . d1111y rat. of .000164. AU tax.. which bee-. dallnquant on .. .ft.r
Janulry 1, 1911 ..Ill ba.r Int.r..t .t a rat. which ..Ill VII")' fr.. callndar y..r to eII1"'r y..~ wIth thet rat.
....-.ounced by the PA Dep.rtllant of R...,anua. The -.UC8bI. lnt.n.t rat.. for 191Z through 1995 .ral
OIICOtlfT .
'!!!! Int.n.t R.t. D.Ily Int.r..t F.ctor !!!!' Int.r.st ht. Oalh Inten.t FlOtor
1912 ..X .001548 1917 'X .000147
1'" 161 .000451 1918-199. 11X .001501
1.14 llX .0OnOl 199. 'X .000147
1915 lSX .00n56 1995.1994 7X .00019Z
1916 lOX .000174 1995 'X . DOOI47
-.lnt5r..t I. calcul.ted .. follow',
INTEREST. BALAlCCB OF TAX UNPAIO X Il\IIIBER OF DAYS DELIHQUEIlT X DAILY IItTEIIEIlT FAcroa
....Any HoUe. llwed .ft.,. the tax bacu.. delinquent ..Ill r.ftMt ., lntar..t CllculaUon to flftNII US) day.
beyond thlI dlt. of the .....~t. If p.)"Mnt 11 ..sa .ft.r the Int.ra.t ICOlIlIPUt.Uon dete IhoMn on the
HoUc., Iddltl_l lnt.r..t .....t be calcul.ted. '
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PllIIPOSE Of'
NOTlCEI To fUlfill the ,.....I,.--.t. of SeoUon 2145 (b) of the Intt.,.lbnc:. ..t hl.t. ,.. Act, Aat ZZ of 1991.
(n P.I. Section '.4S).
PAYtEHTI Detach tM top portion of thla NoUe. Md sublilt with yOUr p.~t to thII R....hr of WUh printed on tM
r.ve,... a1de.
-- "-ka chKk Dr IIOfMV order panllle to I REGISTER OF MILLS, AGENT.
All pI,...,h ".Iiyld ..,.11 be IIPPUed flr.t to MV 1nte,...t WItch ..v be due with MV r__lnch,. app1!1d to the talC.
REfUND rCR) I A nftnt of . tax credit 10 be r.qullltld bv cHPlaUna en "Application for R.fund of Penn.vl"..,..
IntMrltMCI end Eltst. T.... (REV-UU). applications ara IvaUebl. at the OffiCI of tM Reahh,. of WUh,
MY of the 2J AIVWMI DistrIct Off Ie.. or 'rOIl U. Dep.rt....t'. '''-hour In.wrlng ..,.vlcl nt*ta,.. 'ar 'or.. orcMrlnal
In ~.vlvenl. 1-800-36Z-2050, out, Ide Pennlvlv.nla end within lOCI. Hlrrlaburl ara. (717) 717-1094,
TOOl (717) nz-un (......1"11 I....red Only).
OIJEClIDHS. Any pa~b In Int8r..t not ..thU8d with tha ........,t of taM a. IhoM\ on thll not1ca .ay object within
.I.ty (6a) dlYI 0' receipt of thl. Notlc. bYI
--wrlttan prot..t to the PA Dep.rtaent 0' RIVenue, laird of Appall., o.,t. Z11021, Hlrrl.bUrG, P' 17121-1a21, OR
--ellCtlng to h...,e t.,. ..Uar detar.lned It audit of the penonal rapr..entIUv" OR
--...... to thII Orphane' Court.
A~I"-
IsrRAlIVE
CORRECTIONS I
Factual arron dlleov.~ed on this ......Mnt ahould be addraued In wrlUna tal PA D.plrt.."t 0' Ravll"lUl,
Buraau of Indlvldu.1 TBM", ATTHI Po.t ,......-nt Ravl... unit, Dept. Z10601, HlrrlsbUrG, PA 17121-0601,
Phon. (717) 717-6505. S.. page 3 0' thl bookl.t -Instruction. for I~rltance Ta. Return for I R.sldant
o.c.dant" (REV-15DI) for an explanation 0' ~lnlstr.tlv.lY correctabll error..
INTEREST I
For dlte. of d..th on or .ftar 10-3-'1, Pann'Ylv~l. E.t.tl '1M b..ed on thl F.d.ral E.tlt. '1M
r.turn bleOll' dlllnquent It tt.. alCplraUon 0' nlM (0,) Rnth. fro. the dlte of d..th.
For dat.. of d.ath prior to 10-5-'1, pann.ylvanla E.tet. ,.. bll8d on the F8d.ral Eltata 'elC r.turn
NcOllI d.lInquent .t thlllCplraUon a' .IDhteen nl) aonth. froe thl d.tl of d'lth.
T...I which bee... dlUnquant beforl JllnUlry I, 1912 belr Inter..t .t the ret. 0' dM C6in percent per ~
calculet8d It I dlUy rab of .000164. AU tu.. which bee... delinquent on or Ift.r J~ry I, 19IZ ..111 bear
Int.rest It . rat. which ..Ul vlry frOll cIIMdlr y.er to calendar y..r with tNt rat. announced by ttM P,
Depart...,t of R.vlnUl. The appllcabll Int.r..t rat.. for 19IZ through 1995 era I
~ Intarut Rata DaUy Int.r..t Fector !!!! Inhr..t Rat. OaUy Int.rut Factor
I9IZ ZDX .00054. 1917 'X .000Z47
19" I'" .00041a 1911-1991 IIX .000301
1.14 IIX .000301 1992 'X .aOOZ47
1915 ISX .000356 1993-1994 7X .000192
1.16 laX .001274 1995 'X .000247
"-Int.r..t I. calcul.ted .. followll
INTEREST . BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Any Notle. ll.ued .ftlr ~ tllC becDIII delinquent wIll raflect an Sntlra.t ellcul.tSon to fifteen (1S) dlVI
beyond the dlt. of the .....lIMt. If PI......,t 11 IMldI .ltar the lntarllt cOllPUtaUon data JhaNn on the
Notle., additional lnt.r.lt .u.t b. calculated.
" .
,
J~-,~)..~.,...J
e...
/' REV-736 EX AFP (12-9*,)
V CotttOHWEAlTH OF PEHHSYlVANIA
DEPARTHEHT OF RtV[NUE
BUREAU OF INDIVIDUAL TAXES
DEll,. U0601
HARRISBURC, PA 171ZI-0601
ACN 202
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE 10-17-95
ESTATE OF SULTZABERGER MARY W FILE NO. 21 94-0675
DATE OF DEATH 07-20-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT",
REMIT PAYMENT TO:
MARIA TOMPKINS SR
C/O PNC BANK NA
PO BOX 308
CAMP HILL PA 17001
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
I
HOUSE
A.ount R..l U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
Rifv:736--EX-iiFP--{i2~-94j-----.-.-NiificE--OF--OETE-RHiiiATio-N-AN-O-AS-SESS-HEN;r----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF SULTZABERGER
MARY
W FILE NO.2l 94-0675
ACN 202
DATE 10-17-95
ESTATE TAX DETERMINATION
1. Credit For Stete Deeth Texes es Verified
29,793.31
2. Pennsylvenie Inheritence Tex Assessed
(Excluding Discount and/or Interest)
134 ,046 .19
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Intarest)
.00
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Oue
6, Amount of Pennsylvania Estate Tax Previously Assessed
Besed on Fedaral Estate Tax Return
.00
7. Additional Pannsylvanie Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST C-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
00
00
· ~SRP~1~c6LIT~0~HO~ RBbrT~~~A~EY~~~RE~fDE
I IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT"
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
(eR),
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0\ "j-
I;; . it ~
. , I,
,-) (1", ,
0,
~
,-
, ,
0
, , ,
~J . !5-: .C
IJ'u.. ~
a: .:E:J
UU
PURPOSE OF
NOTICE.
To fulfill the r~lr..-nt. of !eolian 2145 (b) of ~ InherltBnCI IWMt Eatst. Tax Act, Aat IZ of ."1. (72 P.S.
s.oUon 2145).
PA'mENT1
DetKh the top portion of thl. NoUc. 8nd .ut.lt with you,. plYNnt to the Rqht... of NUb pr'l"tect on U.
rIYS,." alde.
... twr;. check or IIOMY orar parMlts tal REGISTER OF MILLS" AGEHr.
All p.~t. ,.Kllved IhIIll b. 1IPP1lMt flnt to ... Int.nlt Which ..y be We with WlY ,....lnd.,. appUIMl to ..,. tDlo
RfAHlCCRh
A refund of . tax erN! t ..y 1M ,.......tect by c~l.t1ng ., "App1JC8Uan for RlhRI of P....,.ylv...S.
InMr1t~. Ind Elt,t, Tax" (REV'"UlS). AppUClltlonl Ir. av.U~h It tM Offlcl of tM R.....t.,. 0' WUh,
WlY of ttt. Z3 R.v~ DI.trlot offlc.. or fro. the O..rt.ent'. 14-hour 1In....,.lng ..Mllel ~r. fa,. fa,... orderlnsu
In Pennlylv.nl. 1-100-362.2050, out,lde P....,.vlv.nl. ~ withIn loclt Harrl.burg ar.. (717) 7.7.1094,
TDDI (717) 772-2152 (He'rlng 1.,.lrect Only).
DIJECTlOHSI An~ p.rty In .nt.r..t not ..thf.~ with Uw .........,t of tu .. &hcNn an this noUc. ..~ abject w.th.n
.het~ (6D) d.u of receipt of this Notlc. bYI
--written prat..t to the PA o.p.rtaant of R.v...., Bo.rd of ___h, Dept. 211021, H.rrlsburg, PA 17121.1021, OR
..-.lactlna to have the ..tt.r d.hr.lnad at audit of the par'Dn8l1 r.r..antaUv., OR
--app..1 to the DrP'*'l" Court
ADfIIN'"
ISTRATlVE
CORRECTIONS I
Faotual .rror. dlscov.red on this .........,t mould be addn..Mf In writing tal PA DIP.ruant of Revenue,
Bur.au of rndlvl~l T.w.., ATTNI POlt A.....aant R.v.... unit, o.pt. 210601, H.rrl.burg, P' 171ll.0'01,
Phone (717) 787-'505. s.. page J of the bookl.t "In.tructlon. for Inherltanc. Tu R.turn for. R..ldent
D.cadent" (REV.1501) for en .wplanltlon of adalnl.tratlv.IY eorraotBbl. .rror..
INTEREST I
AdeU tlon.l Penn'Ylvenl. Elt.t. T.w ......ed 81 . r..ult of a cn.ng. on tM Fad.nl E.tat. Taw ala.lng
bU.r bacDMI, d.Unquant at the nplratlon of ana (1) ..,th frCMI the data thai fln.l notlc. of the lnera...
In Fad.r.l E.t.t. T.x I. rae.lvld.
,.... which bee.. dallnqu.nt bafor. JMUlr~ 1, 1912 baa,. Int.,...t .t tn. rat. of .he ('X) ~rCllnt par emu.
c.lcul.ted at a d.ll~ ,.at. of ,000164. All tu.. which bee... delinquent on or .ft.,. Janua,.y 1, 19'1 will b..,.
lnt.,...t .t . rat. whIch wUI v.,.y frOll c.lenda,. y..,. to c.landar y..,. with tNlt r.t. tlMDLftced by thai PA
Dap.,.u.nt of R.v..... 1lMI appllcabl. Int.,...t rat.. fa,. 1912 through 1995 .,...
\Dr Tnt.....t l"lt. D.llv Tnt.~..t FRr-tnr Xur Tnt.....t ~.t. D.'lv Tnt.....t F.r-tn..
191Z 'OX .010541 1917 on .100247
I'" UX .00043. 19....1"1 112 .000:111
19" llX .GOnDl 1'" 'X ,Oaol"7
1915 UX .00n56 1"5.1994 n .00019Z
1'" 102 .Oa0274 1'" ,. .000247
".Int.r..t I' o.lcul.ted .1 follDtlI'
INTEREST . BALAlCCE OF TAX UNPAID X HVIIBER OF DAYS DELINQUEIIT X DAILY INTEREST FACTOR
.....Any Notlca I..ued .ft.,. t~ tax baco.a. delInquent will r.flect en Int.,...t calcul.tlon to flft"" (15) d.y.
be,and the d.t. of thl ......Mnt. If p.yant h aadc .ft.,. ttt. Int.,...t COIIPUt.Uon ct.t. IhowI on the
Notlc., addltJanal Int.,...t .u.t be c.lcul.t~.
.......... ,.
--,...... "
-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA.
1994-00675 ORPHANS' COURT.
IN RE: ESTATE OF MARY W. SULTZABERGER, LATE OF THE BOROUGH OF CARLISLE,
COUNTY OF CUMBERLAND AND STATE OF PENNSYLVANIA, DECEASED.
SCHEDULE OF PROPOSED DISTRIBUTION
Suggestion is made, t.hat the balance in hands of Accountant for
Distribution, to wit, the sum of $648,238.03, comprised of principal in
the amount of $608,591.07 and income in the amount of $39,646.96, be
paid in three (3) equal parts or shares to the husband and wife legatees
designated in items 2.(a), 2.(b) and 2.(c) of decedent's Last will and
Testament, and therefore Distribution is proposed as follows:
To WILLIAM ELWOOD WISTER and SARA WISTER,
his wife, per item 2.(a) of the will.
To RICHARD W. THOMPSON and MILDRED THOMPSON,
his wife, per item 2. (b) of the will.
To CHARLES E. DIENER and VIRGINIA DIENER, his
wife, per item 2.(c) of the Will.
$ 216,079.34
216,079.34
216.079.35
$ 648,238.03
a=========
Respectfully submitted,
<~~Q17
~hard . Thompson, .;J
Executor
---
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'c.,,,- ":-\"< \..1"n\~ ; ,M j'"-.I,,
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f~, \ 'f'- ' ,,~~il','~T;\~,.t"'.r
'.. .-r. .. .,' ,~......{ ',;l.~., ?
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.i c,.,:'.;::.'~:: ~')r .<.:h~ r.~i!tJ::j-?:~-~<.:.'r:-:~.--';
..
.
COUIl'I' m' GOMMON l'U:Ml m" CUMllt:IlLAND COUNTY I'A
OIll'IIANS' COUIl1' DIVISION
NO. frI.= till 1,j)--
t:S'I'A'I'(': OF MAllY W SUI.1'ZAlmIlGlm Dt:Ct:ASt:D
I,A'n: 01" 'nI" IIOIIOUGU Ot' CAIlI.ISI.t:
FIIIS'I' AND t'INAI. AGCOUN'I' Ot' I'NC IIANK, NATIONAL ASSOCIATION
AGJo:N'1' FOil II / CIIAIID t: 'mOMl'SON "Xlmlfl'OlI
DAn: 01" D"A'I'II JUI.Y 211 /99', WH.I. NO. 219/,-0675
/.E'I"I'EIIS GIIANTt:1> AUGUS'I' I, 199',
t'mST COMI'Lt:n: ^DVlm'('ISEM"N'I' Qt'
GIlANT m. u:'('n:lIs
CUMIIEIII.ANI> I.AW JOUlINAL: S"I''I't:MIIEII 2, 9, 16, 1994
TIlt: St:N'I'lNt:r.: AUGUST 29, SEI''l'EMIU:1I 5, 12, 1994
ACCOUNTING AUGUST I, 199/, 1'0 AUGUST 2 1995
I'URI'OSt: Ot" ACCOUN'I': '111t: IlXECU'I'OII OF...:IIS TIllS ACCOUNT TO ACQUAINT
INTEIIESTt:D PAII'/'ms Wl'11I TIlt: 11IANSACTIONS TUNI' IIAVE OCCUIIRED DUllING
ITS ADMINISTIIATION OF TIlE ESTATE.
IT IS IMI'OIlTAN'I' 'I'UNr'l1It: ACCOUNT DE CAlm FULLY EXAMINED. IIEQUESTS
FOIl ADDITIONAL JNt'lIllMATION 011 QU~:STIONS 011 OBJIlC1'IONS CAN BE
DISCUSSED WI1'U:
ItlCII^IW E TIl0MPSON, EXECU'I'OR
CIO I'NC DANK, NATIONAL ASSOCIATION
Mt:CIIANJCSBUIIG 'l'IIUST OFFICt:
1'.0. IIOX 308
CMtI' UII.L, PA 17001-0308
J 1I0BEIIT STAUFFEII ESQUIRE
MAIIKET SQUARE BUILDING
MllClIANICSIIUlIG, P^ 17055
TEI,IU'UONE (717) 766-9673
- 1 -
I
1
liAIIV w SUI:I'7.AIn;Il11~:1I
Ime:I':II".':; at' l'IlINCII'AI.
" .
. 522~O,07
INVI':N'.'OIlV nJ.lm ON II/liD/liD
I'liIl e:III'V N..I'ACIIW
995,055.88
ASSli'l' NO'l' INVliN'J'lIllllm
I
---------------------
7/21/94
IN'I'liIlNAI. U1iVliNUli S~:IIV lC~:
IUo:FUNll 1991, INIlIVIIlU^,. JNCOMIi 'fAX
200.00
'I'O'I'AI. I'IIINClJ'^I. IU:C~;]J''I'S
995,255.88
1:1===========
!.-
- 3 -
fo\I\ltY W SUI:l'ZhlmllGlm
,
, 522'70,07
I>1S'I'ltllllrJ'IONS m' I'I1INGII'AI. '1'0 II~:NI,~'IGIAIIH:S
CIIAIlI,I,S I': II JIo:N~:11
GASII 1>1 S'l1l1l1lf1'~:11
\Il/ \1,/')1,
12/211 /')1,
2,0110.00-
30.000.00-
32,000.00-
32,000.00-
11ICIIAItIl I': 'I'1I0MI'SON
CASII III S'I'1t IIIU'I'gl)
10/ JIt/9/
12/20/')1,
2.000.00-
30,000.00-
32,000.00-
32,000.00-
WILI.JAM ~:I.WOOI) WIST~:R
CAS II I) I S'I'1t IIIlfl'lm
10/11,/91,
12/20/91,
2,000.00-
30.000.00-
32.000.00-
32.000.00-
TOTAl. I'IlINGlI'AI. I)JS'l1lIlIlfI'lONS
96,000.00-
1::1=========
- 8 -
, 11A1IY W SUI:I'ZAlIImm:l1
U~;C:~; II"I'S or I NCOM"
, .
, 5227Q07
IN'I'I';IlI';S'I'
USA 'J'IlI';ASllUY NO'l'liS
7.625% Oil" 05131196
1011219/,
875.011
USA 'I'IlI';ASllUY Non;s
8.511X OUli 115115195
111{l219/,
875.00
9711.11
DIVJllIiNIl
970.11
A'I' [, 'I' CllUl' COMMON
HlllJ 19/
128.0/,
AI.l.IiGlIJiNY l'OWlm SYSn;M 1 NC COMMON
91311194 232.88
128.04
llIil.l. A'I'I.^N'I'IC COlli' COMMON
11101194 695.52
232.88
IIImsm;y rooos COlli' COMMON
9115/91, 1,87.50
695.52
1'~;NNSYI.vANIA 1'0W~;1l & l.lGln" CO
COMMON
1111111/94 417.50
487.50
01111m 1 NCOM~:
417.50
I'NC SIIOII'I' n:llM
'l'AXAIlI.E
910119/,
9101/9/
9101/9"
10101,19/,
10 I 0/,'9/,
INVliS'J1oIliN'I' ~.UND
.83
918.03
1,583.36
1,.79
1,392.59
I'NC GOVlmNM1o:N'1'
SElIVICli CI.ASS
111111319/
111111319/
1111l119l,
UI1l119/,
121111/9/,
12111119t,
11113195
11113195
2111If95
21111195
3101195
3111J{95
1,I1l3195
"'1l3/95
51111195
5/111195
6101/95
3.899.60
6.51
1,279.65
31. 72
2,91./,.21
49.53
3,3911.58
69.77
3,628.11
85.91
3,389.09
96.18
3,186.75
12/,.11,
3,456.41
135.27
3,010.74
155.40
- 10 -
\.
""'~ "
?
HAllY W SUI."ZAD~:IlGt:lt
, .
, 5227007
1l~:C~:lI)TS m' INCOME
CONTINU~:D: I'NC GOVEIlNM~:NT
6/01/95
7/03/95
7/03/95
3,102.93
163.75
2,977.99
31,284.64
H1SC~:I.I.AN~:OUS
8/19/94
PNC IIANK, NA'I'lONAI. ASSOCIATION
TIlUS"~:r,: UNllt:11 '11~: D~:~:D O~' 'mUST OF
HAllY \of SUI:I'ZAlmnG~:lt DAT~:D 3/10/92
INCOMll ~:AnN~:D M...'EIl m:ATII
656.17
TOTAl. INCOH~:
39,646.96
c====c==a=====
"
- 11 -
~~~~~~4\~\~~#J:t~~Li\i~;F"i1i,~j;:,~1!<\~"";;':i-:_~~'#_~'":_''''''',.,..',...;-,
r .
MARY W SULT7.^lIt:lIG1m . 5227007
1Ih1.^NCt: m' INCOMt: ON II^NO
INVES....:O CASU
39,646.96
==========
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-.J
lAST WIlL AND 'l'ES'lJ\l-IEN1' OF HAl\\' H, SULTZABEIlGER
--- .-
I, MARY W. SUL'l"lABERGER, of the Borough of HechllIlicsburg,
CoW1ty of UInberland and State of Pennsylvania, being of sOW1d and dis-
posing mind, IlBIDry and understanding, do n\'llte, publish and declare this
my last Will and Testament, hereby revold.ng and making void llIlY and all
fonner Wills by me at any tirm heretofore n'llde,
1.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the SBlOO may conveniently be done.
2.
I direct that all the rest, residue llIld ranainder of my estate
be converted into cash and for this purpose, I authorize and empower my
Executor, hereinafter named, to sell any and all real estate \'Ihich I may
OIo/ll at the time of my decease, as \~ell as personal propen-y, at either
public or private sale or sales.
After my estate has thue been converted into eaoh, unci upon
payment of all my just obligations, the costs of administering my estate,
and all inheritance, estate and succession taxes, I direct that the entire
balance of my estate then remaining be divided into three (3) equal parts
and that the same be paid out and distributed as follows:
(a) I give and bequeath one (1) such equsl part to \fILLIAH
-1-
-
h"Umo WIS'lER and SAllA IVIS'IER, hill \~Hll, shure and share alike,
or to the survivor of said two ahsolutely, should either of them
predecease me.
(b) I give and bequeath one (1) such eqlUll part; to IUClIAR/)
E. 'lHGIPSON and HIWR!W 'l1IGll'SON, hls \~lfe, share and Ilhare aHlle,
or to the survivor of said L,'IO absolutely, should either of them
predecease me.
(c) I give and bequeath one (1) such eqlUll part to aJAHlliS
E. DIENER and VIHGINIA DIENER, his \~ife, share and share alike,
or to the survivor of said 0-0 absolutely, should either of them
predecease me.
lASTLY, I nominate, constitllte und appoint RIClJAIID E. 'llIONPSON
to be the Executor of this, my Last Inn and Testament.
IN HI'lNESS Il'IiEREOI~, I huve herelulto set my hand und seal this
.e.'! day of Hay, A. D. 1988,
Ii '~ ,.' ';" ,,: '( '" (SEAl)
1. ," ," '. 'I' '.' '.1
_..__L Hi'lry i:CS;lltzab~rger-'---"--:-~-
-2-
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. ,
.
b:UDlME'AL'Ili OF PENNSYLVANIA)
)SS:
rotJNIY OF ClR'nlEIU AND, )
I, f1ARY W. SlJL'I'ZABERUER , the testat rix ,whose name is signed
to the attached or foregoing instrunent, having been duly qualified according to law,
do hereby acknowledge that 1 signed and executed the inst:runent as my Last Will and
Testament; that 1 signed it willingly; and that 1 s4;ned it as my free and voluntary
act and deed far the purposes therein expressed.
Sworn and aff:l.rmerl to and ncl<r1owledged before me, the 3rcl
HIIY , A, D" 19..ill!....
clay of
OJUNlY OF CUl'UlERlJ\ND
We, the undersigned,
CXM1JNWFAL'Ili OF PENNSYLVANIA)
)SS:
)
~~~:~~~
My Caanission Expires: Septanber 21, 1991
(SEAL)
.
WlJISE (,.ARIlE'I'I' Il N and OONNA KAYT OR
, the witnesses ..'hose names are signed to the attached or
foregoing instrunent, being cIu1y qualified according to law, do depose and say that
we were present and saw the testatrix r1ARY W. SULTZABERGER
sign and execute the inst:runent as kb/her last Hill and Testament; that the said
testat rix , MARY W. SULTZABEROER .' signed the same willingly and
that the said MARY W. SULTZABEROER , executed it as lUs;Iher free and
voluntary act for the purposes therein expressed; that each of us, in the hearing and
sight of the testatrix ,signed the Will as witnesses; and that to the best of our
knowledge the testatrix ,was, at the time I 18 or lIDre years of age; of sound mind;
and under no constraint, duress or undue influence,
Sworn and subscribed to before me this
3fcl clay of May I 19 88,
/.>..-. C:-" -;0,
//~ftd~' 141ff"'"''''
~Iy Calmission '-''Pires: Septanber 21, 1991
,-M:.tLU-' AA--..d:I::;<? /1/ )I.
<.\m~ ~ ~~ ij'. X
()
STATUS REPORT UNDER RULE 6.12
Name of Decedent: I-lAIty 1-1. SULTZA13EflGlill
Date of Death: July 20, 1994
will No.
19<JIL-0067"
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the nnBwer Is No, state when the personal
representative reasonably believes that the administration will be
complete :__,__,
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes X No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be 'tac ed to this report.
Date:
Au~st 8, 1996
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J. nobert Stauff l'
Name (Please type or print)
Market Square Bldg.
J.Ienhll.niMbur'g, PA ]705~
Address
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(717) 766-9673
Tel. No.
Capacity:
Personal Representative
x Counsel for personal
repreeentative
(MAHlrmf/AM3)