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Home My WebLink About94-00765 - ,'~- , ~. Estate of IlAVJIJ 1'. !llllNIlLE also known a.r PETITION FOR PRODA TE Ilnd GRANT OF LETTERS .2/ - qt{. ~7/PS No. To: Register of Will, for Ihe Deceased. CounlY of CUN!lI\RI.ANIl In the SoclalSecurllyNo. 715 01 5913 Commonwealth of Pennsylvania The petition of Ihe undersigned respectfully represents Ihat: Your petitloner(s), who Is/are 18 years of age or older an Ihe exeeut OR In Ihe last will of Ihe above decedent, dated September 18 and codlcll(s) dated named , 19...2!!.- (stale relevant circumstances, e.l. renunciation. death or e.<<utor. etc.) Oecendent was domiciled at death In Cumberland ~ is last family or principal residence at Leader Nursing 940 Walnut !lot tom Road, Carlisle. I'A 17013 (list 'treel. number and munclpallty) County, Pennsylvania, with & Rehab Center South Niddleton Twp. Decendent, then 94 years of age, died August 21 ,19 94 at Carlisle, Cumberland County, I'A . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopled after execution of the will offered for probale; was not the victim of a killing and was never adjudicated Incompetent: Decendent at death owned property with estlmaled values as follows: (If domiciled In Pa.) All personal properlY (If not domiciled In Pa.) Personal properlY In Pennsylvania (If not domiciled In Pa.) Personal properlY In County Value of real estate in Pennsylvania situated as follows: 469,500.00 $ $ $ $ WHEREFORE, petltloner(s) respectfully request(s) the probate of Ihe last will and codlcll(s) presented herewith and the grant of letters testamentary (Iestamentary; administration c.t...; administration d.b.n.c.I...) Iheron. 1 '0_ '6 ~ "I '\I." .'il \:to. lr- r Vi ll}"~ J e F. !lurke Senior Vice I'resident/ Trust Officer Farmers Trust Company One West lliyl, Street Carlisle. PA 17013 717-240-4504 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUNB~-RLAND The pctitioner(s) above-named swear(s) or affirm(s) thatlhe statements In the foregoing petition arc Irue and correct to the best of Ihe knowledge and belief of petltloner(s) and that as personal represen- tatlve(s) of the above decedent pelltloner(s) will well and trul~ a.~lnlster the estate according to law. Sworn to or affirmed and subscribed ~ 0..\,-, ~}-I.)..lJLL C;) before me this T day of Ja e F. !lurke Senior Vice Presidlli't/Trust . J 9', IFr!}~mers Trust Co.. Carlisle. PA ll13 o -<C., d . ,. -- L,..!:s;!.; .. a ,/ MARY C. LEWIS Reglsler .J ~ Of, - .:J 3 3 -. (c. Officer I --- \ -.-. - .. . No. 21 - 94 - 765 Estate of DAVID 1'. URINIlLE . DecellSed DECREE OF PROBATE AND GRANT OF LETTERS AND NOW SEPTEMBER 8. 19-2L, In consideration oflhe petition on Ihe reverse side hereof, sallsfaclory proof having been presenled before me, IT IS DECREED that Ihe Instrument(s) dated SEPTEMBER 18. 1990 described Ihereln be admitted to probate and flied of record as the lasl will of DAVID P. BRINDLE TESTAMENTARY FARMERS TRUST COMPANY and Lellers arc hereby granted 10 DID 1Jry;' FEES P b L E' $ 340.00 ro ate, etters, tc....... .. . ShortCerllflcates(1ij.... . .. .,. $ 30.00 Rell!,unclatlon ................ $ ,( X-I'age $ 3.0u J CP ---"r;tlft" TOTAL _ $ 378;OU~ Flied... .~);ml'l.B.~l!. fl.,. .1~1l.~.........' Robert M. Frey, Esquire ATTORN!!Y IS.P. Ct. 1.0. 1'10.) 5 South Hanover St., Carlisle. PA 17013 ADDRI!SS 717-243-5838 PHON!! (")Cl c f.~' -I - ~n i~-) C';"l I~l ,..,-. ," ....J 'Called Bank,on 9-B-94. 111\ "', This i!'llll fl.nil)' Ih,lIlhl' illlorlll.llillll lieu.' ~i\'t~1I i~ llllll'lll}' flll'll.d hOI11 .11' uri,l:ill.II,n'l'Iilk.llt: Olllt..lll,l.llllly fill.tI widl 1.1l\:;Illkgi~lr.lr. Tilt.' uligin.1I ((:nifia.lll' will hl' fllrw.1ClIl.d III llll' ~l.lll' Vil,,1 Hnllhl, (Will' lllr Pl'llIliIlll'lIl flhng. WARNING: 1\ Is 1II0gal to dupllcato Ihls copy by photostat or photograph. Fl.c (01' Ihi.. ll'rlific.IIC, $2.00 2420313 No. Il1l' ,IS LiJ.....~. ~t.u.~~~~" ------.-.-. --.----. ~-_._- -- 1.1"-.11 Hcgi!ou.lr AUG. 22 1994 .._--_.~--_._- 1>.110 "'ItI"'''...." COMMONWEALTH OF PENNSYLVANIA. DEPAATMENTOF HEALTH. VITALnECORDS CERTIFICATE OF DEATH lAe-..J:umhaclJlnr1 ,,,O:;"''':.=::'-, W'''''IIoW4',. "'-._~ Anna C. Wolf loW! Ij!ooea..... 4B Parkor st., Corlislo. "I to ...,........,.. --. I .o....1'Itce 1994 Wastminstar Mausoleum ., .. .. ........ ... 1 ...YnJ.._ . David Parkar Orind1a ... t. Halo '-"""'UlC.o>r_ .... I '.."..'1_'......" orUs1a Springs_O ..."........, 94 ,. 01'''' Uoo'I,,,,__~ 'I' 'j Cumbar1and . . ~~":;~..~.::.;I.;:r Tickat A ant Railroad DtUDlOfTI ......-.Q "OOJlfUl\4<OIlt...--. ......,.c-. Laader 'luroin9 & Rahabilitatio 5ee~~fls~:0 ~a1~~B1gottem Rd. "IIOGeo~~g~'.wcrYi;m Brindle ftf~"t;t ~B;'!nci'i';; ... """..._0 , .... .- . ........._... ..,.................__I.-.J.......... ue_.....\I'of_...,.... ""'~..._N.............,..."'._.._,_. L.....,_.....'......~.... -:1!: . ,z.~~ 4-.- ;:-;u-~ , Of{"~ . l'. ,~. .I("~-l~ h . ./ ,;7"(.lOI&.IoHv.~.tfC~ (~ ~ ';<.JJ",)r I: OUIIOI'....."tv'W'.I'J(OoC.I(lF) ....",..Uo-."..OIOfQ' ...~~1"0I01.,M "'VltfHlOllItJ tO~""fTlOOl)I'c.&l1If ..... '\1 - 0 OIOI"'M' - 0 ,.......--...- 0 .... II ..0 ..... 0 e.N1l'll.......-.. 0 1WI000IOfJUIIIl ~Ot,~ IW........-. 100101. "t\lNtl' ffUI,IlllJl .. 715 - 01 5913 AIM .__~..................__, r~_O "",0 ::"'D _K Whita "'IIlU'IlI"\II.~. -~~ Widowed .............. ..-.....--.. ou 1 . on ... -- PA 17013 lOOoI. ...... <<.Midd1eton Twp.Cumb.Co.PA "'. . ,_,('01._) ~ ...0' I U'~I ..R1 .-. .......- ............... ~, . ..."":.~:'~;::~~t: ,..... 01 ""^'"' lKA/II''''WDJIotlDt''.....to()ror...,."Jllot~O .... 0...0 .. . . lfU\/OI,,"'_......,,~"'.'NW'I,~ I0OI"". ...-..... lIMd.l t.. If :_ u."".......__......_ .f:~....:::t:::~=-"';:~:~':O..:=:=.:;,i:'";.=:=:.":'~;..~~~~~~~~......,.....,........, ,t(f .~~,\~~===::::=.~-:~.~::":.:=='::."'-=.._..,......................,.. 0 ...,C!,t'tU,...1ItI1ltc:0II0Ilrll 0...... IIn...'.._,..,,,... .....'.. ""'''''t''_, "'...,.""........lfI'"'t~.... ..1"" II..... ..... ....."'".. ."'.IO.'.tfIIr......I.'.... .,.-...............,.. .............".................,..,...............,...... ,.. .~f"~~ 1~\.;;l,.\,OI o .. o. u .. " . . ,. .' . , ~ LAST WILL AND TESTAMENT OF DAVID P. BRINDLE I, DAVID P. BRINDLE, widower, 01 50 Mooreland Avenue In the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my herelnalter named Executor to pay all of my Just debts and funeral expenses as soon alter my death as may be found convenient to do so, Including any and all Inheritance, estate and death taxes payable on account of my death, regardless of whether the assets upon which they are based are part of my probate estate or otherwise. I further direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, with appropriate Masonic services, and that my body be entombed In the vault which lawn In the Mausoleum In Westminster Cemetery located In North Middleton Township near the Borough of Carlisle. 2. I give and bequeath for the benefit of Carlisle Springs Cemetery, the amount of Two Thousand and no/100 m ($2,000.00) -.. Dollars to the Trustees of said cemetery, In trust, for inclusion In whatever trust fund may be maintained for the benefit of said cemetery, the income arising from this bequest to be used for the care and maintenance of the various Brindle lots In said cemetery and the monuments erected thereon, and further for the care and maintenance of said cemetery generally. 3. All of the rest, residue and remainder of my estate, real, personal and mixed and wheresoever the same may be situate, I give, devise and bequeath to Farmers Trust Company and Its successors, One West High Street, Carlisle, Pennsylvania, In trust, to be added to the trust fund or endowment for the United Way of Carlisle of which Farmers Trust Company and Its successors Is Trustee, and the Income arising therefrom shall be distributed at least annually to United Way of Carlisle to be used by It In such manner and for such purposes as Its governing body shall deem appropriate. 4. I hereby nominate, constitute and appoint Farmers Trust Company and Its successors, One West High Street, Carlisle, Pennsylvania, as Executor of this my Last Will and Testament, and I further direct that It shall not be required to post any bond to secure the faithful performance of Its duties In the Commonwealth of Pennsylvania or In any other Jurisdiction. 5. In addition to the powers conferred by law, my hereinbefore named Executor and Trustees are empowered: a. To invest any part of the trust corpus in such securities, Investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the Investment of trust funds under the laws of any governing Jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote In person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an Incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate Interest of the Page I of 2 Pages , .' . . .' . , . ~ Investment In such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same Into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required In connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an Individual owner who Is under trust obligation. c. To hold the trust corpus In one or more consolidated funds In which separate shares shall have undivided Interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to Inquire Into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand In favor of or against the trust estate. g. And authorized In the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or Income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to Incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property Into shares fur the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either In cash or In kind, or partly In cash and partly In kind, as shall be deemed most expedient, and in making any division or distribution In kind may allot any specific security or property or any undivided Interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the Judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons Interested In the trust or In the division or distribution thereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages, this 18th day of September, 1990. <f1a,~ c:flcQ) "L\.JJlIv (SEAL) David P. Brindle Signed, scaled, published and declared by DAVID P. BRINDLE, the Testator above-named, as and for his Last Will and Testament, in our presence, who. in his presence, at hi~ request, lInd in the prcsence of cllch other, have hereunto subscribed our names as attesting wltnesscs. kt...:- h.. hi ~'.<,y, , n ):" ~li~t,~ :~~. ;._0:;' " '"'>;f:, ,- ':L>';" '. ',. ", , '.. i ~;:, ", ' ' q "",.~, . I I . . . . . , , . . ~ ~, ' - ':':' ;i';~:,' .:" <' rOO ,,>.";' , , "~-; ',' ,:; " .' ' ; ;i. :,,' . .. .' . " , :.O::}: :c,:,t. ...<.~'.;. "."".' :. ..,:c' >:: :'. , ,..,.. .::,;.,_.,,,, , _c_. ," ; ,,,-' _~ _ ,". .-;;:/',:S:" . . .- n,' ' , -,' ,'-' . ,"', -, ~:;:,;,~;;';.:~' '. " ,'.' " .. .. ,;,',-:,'" - (.: _,.F. ,. . . * ... J. ' ~, ,h. , ,'. , , . - . /j _,'J !;,A; -""--, . .'..0','.' <.'. '.':', ,,: ,-.'.. <:H; ':":';{':'::}";:.'''::'<~;.' '..",' '" .: ... -.'" ',',::, 'd,.,.'.. ...':" " .; ';':.....!,.;:,' ')':;;':"':Y' ,":'.' -:".:, .'.,: .L'" "":"." '.' ,'"::,,,"';'.! :,"':'. :.... " " .,.:<:,.<x,),:~':,:. '.';. . . \~~\..' ,,; .fy;~}f; ~ " ',"--', '< ". . ::,'.' "-'.' , -,',-. ';', 'j,,: . .. (, TO: Register of WlIls Cumberland County Courthouse Carlisle, PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6(n) Name of Decedent: David P. Brindle Date of Death: Will Number: To the Register: August 21, 1994 2194-0765 I certify that notice of beneficial interest required by Rule 5.6(0) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on September 12, 1994. Carlisle Springs Cemetery c/o Paul H. Gulshall, Treasurer Carlisle, PA 17013 United Way of the Greater Carlisle Area 810 West High Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under RU~~\6(a). "l' !;- Date: September 12, 1994 Signature:~~ ,~~ Jnne F. Burke Senior Vice President and Trust Officer .. Farmers Trust Company P.O. Box 220 Carlisle, PA 17013 (717) 243-3212 L. , ., Capacity: Personal Representative cc: Robert M. Frey, Esquire \ I\) I 1./ _;;( "''' _ (, \ (-,I. - 0:;> V '", ' ) - j INHERITANCE TAX RETURN . COMMON'M:AlTlI Of rCNNS'I\VANIA ____~"',"-,;:N,'_~]rZ~EK~:.,_U,[L_-,-. ----.w,t1~~~~~if:,r:g~tw~I~L" _c~~~~;o~:-076~[An w~~ O[C<D[HI'~~~~~I~~~~~~'~H: "'ooi[iNiilAu---'----- -- ':~-=:-------_=_~~]. -I;;:~[~a)~~~I-IWSi:lr:~,IOnp;~~B~I~~.g~AOt01Ce~ o~R~:onr d BOCIAlltcunlT'l' NUt.lllm -Comoror.Al'-; - ~-I OAf[orrnnlll '1 715-01-5913 0121/94 6/2/1900 o ____ ___ __ _____ _ -,~'!"~1_ Cumberland lG. Amount af line 14 taxable at 15" rate (Include valuOI from Schedule K or Schedule M) 17. Principal lax due {Add lax from line 15 and from lIne 1111 111. Credit. Prior Pavmenll Discount Interelt ---1t800.00 + 200.00 0.00 lG,lfllne HIli greater than line 17. enter the difference on line 19. Thlll'the OVERPAYMENT n 0 ~~ifi'I';I:'II'Il'.I.'I'II.'II'."IoI'I'I"I"II.'.".1rrr.r......,l.III..l.'.II!.1'1.11l1.Jil 2U.1f line 17 J. greater than line lD. enter the difference on Une 20. Thl.l.the TAX DUE A. Enler Ihe Interesl on Ihe balance due on line 20A B. Enter the total of line 20 and 20A on lIne 208. Thl.ls the DALANCE DUE Make Check Payable 10: negl.ter of Will.. Aglnl , , ' BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE ANO TO RECttECK MATH n It pena ea 0 per ry, ec arel at have exam ne I . return. nc u ing accompan ng IC e u es an .tatement.. an 10 the eat 0 my no e ge an It II true, correct and complete. I declare that all real ISlate has been reported at Irue market value. Declaration of preparer olher Ihan per.onal representative I. based on all Information of which preparer has any knowledge. Sle TURE OF PERSON RESPONSIBLE FOR fiLING RETURN FILE NUMBER :=-='t~J~!I =~ I!! l:l:!CIl wfl:l ,,00 Ua:-' ..., .. .. DD o DO 1. Orlglnll Relurn HoW' [~ 2, Supplemental Return Cl 3. Remainder Return (for date. prior 10 12-12-112) D "", Future Interest Compromlle [=.J 5. Federal E.tate Tex (for datil o'dellh aft,r 12-12-112) Return Required o. Dteedent died Tllt.le 00 7. Decedent Maintained" Wng Trust JL II. Tolal number of s.re Deposit Attach co 0' WiI Attach co oflrull Do... ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPlETE Wr.IUNa ADonEaS Farmsrs Trusl Company Trust Deportment P.O. Box 220 Call1sJo. PA 17013 0.00 406,859.13 0.00 0.00 68,587.72 4, Umtted eltat. ~~ Ww IrO IrZ 00 00. David W. Maclvor CFP TElfPHONE NUMOER 717-243-3212 z o 3 :J t: 0. ... U W Ir 1. Real Eltate (Schedule AJ (I) 2. Stock I and Bond. (Sch.dule B) (2) 3. Closely Held Slock/Partnershlp Interll' (Schedule C) (3) 4. Mortgag.. and Noles Receivable (Schedule 0) (4) a. Calh, Bank Depolltl & Mllcellanloul Personal Ploperty (5) (Schedule E) O. Jointly Owned Property (Schedule F) 7. Tran.r.rl (Schedule G) (Schedule l) 8. Tolal Grall An.t. (lotar lin.. 1-7) D. Funeral e.p.n.... Admlnlllrallv. COltl. Mllcellaneoul (g) Exp.n... (Schedule H) 10. Debts Mortgage Uabllltlll. Uenl (Schedule Q 11. Tolal Deductlonl (tolalllnll D & 10) 12. Net Valu. orEltat. (Une a mlnulline 11) 13. Charitable and Governmental Dequeltl (Schedule JJ 14. Nel Value Subjecl to TalC (IIn. 12 mlnulllne 13) 43,180.64 459,250.21 432,258.21 27,000.00 (0) (7) 0.00 27,000.00 (0) 43,161.82 26.82 (11) (12) (13) (14) 0.00 X.oa. 0.00 502,446.85 (10) U5. Amount of line 14 ta.able a a% rale (Include valulI1rom Schedule K or Schedule M) (13) z o 1= g 0. :I o o g (10) 27,000.00 X.15. 4,050.00 (17) 4,050.00 (1.) (10) 4,000.00 (20) (20Aj (20B) 50.00 0.00 50.00 elie. AOORESS Oat. SIGNATURE'O~PARER OTHEIfTH~~~E AOORESS f//z."hr Date J SCHEDULE B STOCKS AND BONDS aIAIDIMUlTW Oi' ......nwAIM ''l"NfNCI TUnENfIH ..U.HTClcaCl:Nf ESTATE OF FILE NUMBER 21 -94-0765 David P. Brlndlo (All prop.rtY~!.!!!!r:-own.d wllh rlohl o. .urvlvonhlp mual b. dlscloud on Schedule f) ITEM NUMBER OESCRIPnDN VALUE AT DATE OF DEATH 1. 200 ShB American Electric Power Inc, Common, NYSE, DDD/sh $30.60 2. Ex-Dividend 8/4/94, Item 1 3. 600 shs Amoco Corp, Common, NYSE, DODlsh $58.06 4. Ex-Dividend 8/5/94, Item 3 5. 100 shs Atlantic Richfield Company, Common, NYSE, DOD/sh $104.18 8. Ex-Dividend 8/15/94, Item 5 7. 45 shs Cyprus Amax Minerals Company, Common, NYSE, DOD/sh $28.53 8. 25M parFNMA9% due 1/10/95 9. Interest to 000, Item 8 10. 300 shs GTE Corp, Common, NYSE, DOD/shs $31.34 11. Ex-Dividend 8/16/94, Item 10 12. 200 shs IBM Company, Common, NYSE, DOD/sh $67.56 13. Ex-DIvidend 815/94, Item 12 14. 800 shs Ell Ully & Company, Common, NYSE, DOD/sh $56.53 15. Ex-Dividend 8/9/94, Item 14 16. 600 shs Norfolk Southem Corp, Common, NYSE, DOD/sh $60.63 17. Ex-Dividend 8/2194, Item 16 18. 25M par US Treasury Noles 6.5% due 11/30/96 19. Interesllo 000, Item 18 20. 25M par US Treasury Noles 6.125% due 12131/96 21. Inlerestto 000, Item 20 22. 50M par US Treasury Notes 5.125% due 11/15/95 23. Interest to 000, Item 22 24. 50M par US Treasury Notes 5.625% due 1/31/98 25. Interest 10 000, Item 24 26. 50M par US Treasury Notes 4.75% due 2/15/97 27. Interest to 000, Item 26 28. 25M par Republic NY Corp Noles, 5.2% due 1/17/95 29. Intereslto 000, lIem 28 8,118.75 120.00 34,837.50 330.00 10,418.75 137.50 1,283.91 25,316.41 258.25 9,403.13 141.00 13,512.50 50.00 45,225.00 500.00 38,375.00 288.00 25,074.22 365.62 24,902.34 216.93 49,609.38 683.33 48,390.63 184.06 48,132.81 39.58 24,843.75 122.78 Total (alia Inle, an Un. 2. reclptlu!..Uon) (If more ,plcll. ne,ded, Inurt addltlonallheetl alum. llze) 408 859.13 ..,aNI (:Ia:DUfI SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONALPRO~EBJY L Pl.... Print or TYE' FILE NUMBER 21-94-0765 CXJW.ICltM(ALTHDf"I~nVoUM . ..."'ue, 'lIN:l\.IIW . EBTATE OF David P. Brindlo (~roJ!..!!!Y.jolntlr=own.d wllh th. Righi a. Survivorship' musl b. dllclo..d on Och.ciUiitJ ITEM DEOCRlPTlON NUMBER VALUE AT DATE OF DEATlt 1. Principal Cash, David P. Brlndlo Trusl U/Agroemont 2. Incomo Cash, David P. Brlndlo Trust UIAgroomonl 3. Ohio Ufo Insuranco Company, annuity chech datod prior to doalh 4. Leador Nursing Cantor, rofund 5. The Travelors, medical benefits 63,459.00 4,312.73 24.84 774.31 16.76 Total (alia enter on line 4. recapitulation) (It more Ipacell need,d,lnnrt addltlonallheetl 0' lam'llze) 88,587.72 OOIoIUCWMMft4Of'I.........~AJM SCHEDULE G TRANSFERS ~"'AHCI U~l'I:t\Ml fl'&O.N1'uaaH1 PLEASE PRINT on TYPE =-.-_.-=~ :;:'.~~.'':'__-C='''''---:-.~'_~,: - -_._--:c.'-,'=.=......-=_-.:-.:...:.~=~,'---o.'..:... -...---_-:.;''''''.,,"'.;:..,=.:.=~-_= ~:~_ .~c,:.:'_'=.=.'""'"-""""-~"""'"..._.-_~____::...= =,.:~,. ESTAn: OF FtLE NUMBER David P. Brindlo 21-94-0765 TltIl8CfIEOUl[ yuin ur cOiii"cttl)ANO'1U;(iir: It11! ANBWl:ntci-,,-.....-i:Jf:lt1C DUratiONS ON ,.ii;"iiiv.7iiB"E BfI~ 01: 'Ita:: coven BttCET IS vtB , , , -- --.._._--,._-_._---_._---~------."----_.- ------- DEco, DOLlAR VALUE ITEM DESCRIPTION OF PROPERTY EXCLUOION TOTAL VALUE ,. OF DECEDENT'O NUMaER !!Cluclel1o!lme' 01 1M lraruhNw;..'hfHt Il'IoIIlOIUhp to dt1CNonl. ~t. 01 '1'lIfUI1II OF AOOET INT. INTEREST - 1. Cosh gift 12/7/93 3,000.00 30,000.00 l00'll 27,000.00 Ruth Brlndlo sister 46 Parkor Stroot Corlislo, PA 17013 Tolal (alia enler on line 7. lecapltulatlon) 27,000.00 (tf more Ipace II nOlded,lnsert additlonal,he.ll allam. lite) "MIl", ~amNT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Typ.. or Prtnl ~"'n4Ql1'""'I\Y"""" ""''''AHCI',....N,""",, ESTATE OF FILE NUMSER David P. Brindle DESCRIPTION 21-94-0765 AMOUNT ITEM NUMSER 1. 2. Funeral Expanses: Hollman Roth Funerol Home Carlisle Msmoriol Service Inc, Inscription 4,565.00 252.00 A. B. Admlnlotrallve Costs : Farmers Trust Company 18,763.41 1. Per.anal Reprelentatlve Commllllonl Saclll SecUlkV Number 01 Peflon&! Reprllenla.t.Io.;.: Vear Commllllonl paid .. 2. Attornev Fe.. Frey & Tiley 18,763.41 3. Family E.empt.lon CJalmant RoIaUon.hlp Addr." 01 Clalmanl al decedent'. death Street Addr... CMy Stat. 0.00 4. Probate F." Register of Wills, Letters Testamentary 378.00 1. 2. Miscellaneous Expansas: The Cumberland Lew Joumal, advertising Letters Testamentary Miscellaneous Filing & Closing Costs 40.00 400.00 C. Total (alia .nter on Un. D. reca Itulatlon (It more Ipace I. n..ded. Insert additional ah.ell of ..me alz.) 43,181.62 ~Al.ntDl"I"YlVIJM ~.""NCI '.IN:1UI'WoI NIUNlCCClDlNl SCHEDULEr DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS I -.... ",'"'" T." FILE NUMaER 21-94-0765 ESTATE OF David P. Brindle ITEM NUMDER OESCRlPTlON AMOUNT 1. Adams-Cumberland Madlcal Centor, balance duo 26.82 Total (allo enter on IIn. 10 recapitulation) (If hlor. .pace I. n..ded, In.ert addlllonal .h..I. 0' ..me ,'ze) 28.82 ~A.lntQf'I_n"'AHlA SCHEDULE J BENEFICIARIES .NCMAHCf1A.lN:t\.Ift't "'UH1'Cla:ClH1' ____.:-==-...o:.~==::-,~,:.::.----,....-.---==-=''''''=;;..,,-' .- FILE NUMBER David P. Brindle 21-94-0765 ESTATE OF ITEM NUMBER RELATIONSIlIP AMOUNT OR SIlARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY A. la.able aeque.ts: 1. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequllt.: 1. Carlisle Springs Cametery C/O Paul H. Gutshall, Treasurer 7663 Wertzvllle Road Cerlsle, PA 17013 2. United Way of the Greater Carlisle Area 610 West High Street Carlisle, PA 17013 TOTAL CHARITABLE ANO GOVERNMENTAL BEOUESTS (AI.o enler on line 13, Reee ~"I.llon) (II more space I. needed,lnllrt additional sheet. 01 lime llze) 2,000.00 430,256.21 432256.21 i 1 ~ S <! !; ~ ~ :.- l ,., ~ .--'- -,'-"-- _...~- .' _..,_n LAST WILL AND TESTAMENT OF DAVID P. BRINDLE I, DAVID P. BRINDLE. wldowor, of 50 Mooroland Avonuo In tho Borough of Carllslo, Cumborland County. Ponnsylvanlo, being 01 sound and disposing mind, memory and undorstandlng, do horoby mako, publish and doclaro this as and lor my Last Will and Tostamont horoby revoking and making void any and all Wills by mo at allY time herololore mado. 1. I direct my horelnallor named Exocutor to pay all of my just debts and funoral oxponsos as soon allor my doath as may bo found convoniant to do so, Including any and alllnhorltance. estato and doath taxos payable on account o. my doath, rogardless o. whether the essets upon which they ere based ere part 01 my probate estale or otherwlso. Ilurthor direct that my 'unoral sorvlcos bo conductod by Hollman.Roth Funoral Homo, 219 North Hanovor Streot, Carllslo, Pennsylvania, with appropriate Masonic sorYices. and that my body be ontombed In tho vault which I own In the Mausoleum In Westminster Cemetery located In North Mlddloton Township near the Borough 01 Carllslo. 2. I give and bequoath for the benellt of Carllslo Springs Cemetery, the amount of Two Thousand end no/I 00 .- ($2,000.00) -.. Dollars to the Trustoos 01 said cemetery, In lrust. for Inclusion In whatever trust 'und may bo malntalnod for tho bone lit o. sold cometory, tho Income arising from this boquost to be usod 'or tho care and maintenance of tho various Brindle tots In sold cemotery and the monuments erocted thereon, and further lor the caro and maintenance of said cemotery generally. 3. All of the rest, residue and remainder of my estato, real. personal and mixed and whoresoever the samo may be situate, I give, devise and bequoath to Farmers Trust Company and Its successors, One Wost High Street, Carlisle, Pennsylvania, In trust, to be added to the trust fund or endowment lor the Unllod Way o. Carlisle of which Farmers Trust Company and its successors Is Trustoe, and the Income arising therelrom shall be dlstributod atteast annually to United Way 01 Carlisle to be used by It In such manner and lor such purposes as lis governing body shall deem appropriate. 4. I heroby nomlnato. constltuto and appoint Farmors Trust Company and Its succossors, Ono West High Stroot, Carllslo, Ponnsylvanla, as Exocutor of this my Lasl Will and Tostamont, and Ifurthor dlroctthatlt shall not bo roqulrod to post any bond to socura tho falthlul porlormanco of Its dutlos In tho Commonwoallh 01 Ponnsylvanla or In any othor JUriSdiction. 5. In addition to tho powors conferrod by law, my horolnboloro namod Exoculor and Trustoos aro ompoworod: a. To Invest any part 01 tho trust corpus In such securities, Invostments. or othor proporty as may bo deomed advlsablo and proper, Irrospoctlvo of whother tho samo aro authorized lor Iho Invostmont oltrusttunds undor tho laws 01 any govornlng jurisdiction. b. With rospecl to any corporallon. tho stocks, bonds, or othor socurltlos of which may bo held, to voto In person or by proxy on any sharos of stock; to consent to tha mergor, consolidation or roorganlzatlon 01 such corporations; to consent to the leasing, mortgaging or saiD 01 tho proporty of any such corporations; to mako any surrondor, oxchango or subslitutlon o. such stocks, bonds or other socuritles as an Incident to the merger. consolidation or reorganization 01 such corporations; to pay all assessments. subscriptions and other sums 01 money which may be doomod wlso and o.podienl lor Iho proloclion and malntonanco 01 tho proportlonato Interosl 01 tho IJoC'c I or 2 (loltcs . . ..............~..............~..~~..- __ __u_ . .. -....-....... Investmenl In such corporetlons; to exercise any option or privilege which may be confarred upon the holders 01 such stocks, bonds, or other securities of such corporations eithar for tha conversion of the same Into other securities or for the purchase 01 additional securities. and to make eny and 011 necessary paymenls which may be required In connection therewith; and genemlly to hove and exercise os 10 all such stocks, bonds and olher securities, the powers 01 an Individual owner who Is under trust obligation. c. To hold the lrust corpus In one or more consolidated funds In which separate sheres sholl have undivided Interests. d. To sell at public or private sole lor cash or upon credit, or parily for cosh and pnnly on credit. and upon such lerms and conditions os sholl be deemed proper. any part or ports of the trust eslate. and no purchaser at any such sole shall be bound to Inqulra Into the expediency or propriety of any such sale or to see to the application 01 the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and lor such period as may be found expedient. f. To compromise, sellle or arbilrate any claim or demand in favor of or against the trust estate. g. And authorized In the discharge of fiduciary duties. to employ counsel and 10 determine and 10 pay such counsel reasonable compensation which shall be charged against the principal or Income 01 the trust fund, and shalllurther be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to Incur for the proper discharge of fiduciary duties and for the proper management and admlnlstmtlon 01 the trust estate. h. In making any division 01 proparty Into shares for the purpose of any distribution Ihereof directed by the provisions of the trust, to make such division or dlstrlbullon, ellher In cash or In kind, or partly In cash and partly In kind, os shall be deemed most expedient, and In making any division or distribution In klnd may allot any specific security or property or any undivided Interest therein to anyone or more of such shares, and to that end may appraise any or 011 of the property so to be allotted and the judgment os to the propriety of such allotment and as to tho relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons Interested In the trust or In the division or distribution thereof. IN WITNESS WHEREOF, I hove hereunto set my hand and seal 10 this my Lost Will and Testament wrlllen on two (2) pages. this 18th day of September, 1990. .:E>'a.wJ tJl c 0 n J )Alj)p (SEAL) David P. Sri ndle Signed, scaled, published and declared by OA VID P. BRINDLE, the Teslalor above..named, as nnd for his lasl Will and Teslamenl, in our presence. who, in his presence. DC his rcquesl. nnd In lhe presence or cach other. have hereunto subscribed our names as Dnesling witnc5sc~. /"""- ~ h. h r l/''''-c . 7 - ,~ \. ~ ..... ".... "..... ...., - . T ~ "~~:~~~:75 ---~MMO~~:~~,~: :::~:YLVAN" - ---------~;t"O -~ ....". nl''', OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '~ 1 & ACN m ASSESSMENT , RECEIVED FROM, CONTROL AMOUNT ~ NUMBER FARMERS TRUST CO 101 .59.00 POBOX 220 CARLISLE PA 17013 ESTATE INfORMATION, f:'I filE NUMBER g 21-1994-0705 f:'I NAME Of OECEOENT IlASTI ~ BRINDLE DAVID P ~ OATE Of PAYMENT 1M 04/24/95 EJ POSTMARK OATE COUNTY SSN 715-01-5913 (fIRSTI (Mil CUMBERLAND OATE Of OEATH REMARKS FARMERS TRUST CO m TOTAL AMOUNT PAID ?/) RECEIVED BY/: s50.00 PD , SEAL CHECK. 147727593 REGISTER OF WILLS MARV C. L.EW REGISTER OF -------------------------------------------------- I .' ---- . _~,_.,--.~-....._....._A t.. 'ltt" 4.'7-....~ , v- \1-'J 'J\.\ -\0 REV-ls47 EX AFP (12-941*, COHttONWEAl HI Of PENNSYLVANIA DEPAAlttEHT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. ZII0601 IlARRlSBURG, PA 17121.0601 I L/-d33-'" ~ NOTICE OF INHERITAHCE TAX APPRAISEHEHT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DATE 07-10-95 FILE NO. 08-21-94 COUNTY CUMBERLAND NOTEI TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORTION DF THIS FORH WITH VOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAVMENT TO: DAVID W MACLVOR FARMERS TRUST CO TR DEP PO BOX 220 CARLISLE PA 17013-0229 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount Helllthd CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ i1EIi:is4TE'x-iiFi.--ri2-:ijc'-j-ilifficE'-oj:-YNHEiiiiiii.fCE-YAX-iipiiiiiiisEHEili'-,--iiLi:owiiNcE-ifli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRINDLE DAVID P FILE NO. 21 94-0765 ACN 101 DATE 07-10-95 TAK RETURN WAS, I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l eat.t. (Schedule AJ 11) 2. Stock. and Bond. (Schedule 8) (2) 3. CID..l~ Hald stock/Partnership Intar..t (Schedule CJ (3) 4. Harig.g../Hot.. Raceivable (Schedule DJ (4) S. C..h/Bank Depoaita/Hi.c. Parsonal Property (Schedule EJ IS) 6. Jointly Owned Property (Schedule f) (6) 7. Tranafar. (Schedule OJ (7) 8. Total A...t. I CHANGED .00 406 ,859 .13 .00 .00 6B.587.72 .00 27,000.00 IB) 502,446.85 APPROVED DEDUCTIONS AND EXEMPTIONS: 43,161. 82 9. funeral Exp.ns.s/Ad.. Co.t./Hisc. Exp.ns.. eSchedul. HJ (9) 10. D.bt./Ho...ta.g. Li.bilitie./Li.n. eSch.dul. 1) ClO) 26.82 11. Tot.1 Deductions ell) 12. N.t V.1u. of T.x R.tu...n (12) 15. Ch....it.bl./Gov.rn..nt.l a.qu..t. (Sch.dul. ~) (13) 14. N.t V.lu. of Est.t. Subj.ct to T.x C14) NOTEI I~ an assessment was issued previOUSlY, lines 14, 15 and/or 16, 17 and 18 re~lect ~igures that include the total o~ ahh returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spou..l rat. 16. AMount of Lin. 14 taxable .t Lin.al/Cl... A rat. 17. AMount of Lin. 14 t.x.bl. at Coll.t.....l/Cl... B ....t. 18. p...inoip.l Tax Du. 4~ . 188 64 459,258.21 432,258.21 27. 000.00 will US) U6J U7l .00 .00 27,000.00 x .03. X .06. K .15. USI .00 .00 4,050.00 4,050.00 TAX CREDITS: PAYHENT DATE 11-17-94 04-24-95 RECEIPT NUHaER MM913202 AA023075 DISCOUNT 1+) INTEREST 1- I 200.00 .00 AHOUNT PAID 3,800.00 50.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 4,050.00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TNAN fl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) If..~ -:.C ~.' ~ .'l 1"1 .- ;;:1 -, . In \' 1,\('.' iJ' ~:) r.c -. UU RESERVATION' Eltat'l of d.cldentl d~lnD on or b.for. D.c.~.r 12, 1912 -- If .ny future Int.r..t In the ..t.t. II tranlf.rr.d In POI....lon or .nJar-.nt to CI... a (coll.t.r.l) b.n.flcl.rl.. of th. dlcld.nt .ft.r th. ..plr.tlon of anv ..t.t. for Ilf. or for yl.rl, th. Co..onw..lth hlr.b~ ..prl..lv r...rv.. th. right to appr.I.. and ...... tran.f.r Inh.rltlnC. TIMI' at tha lawful Cia.. B (collat.r.l) rata on an~ .uch futura Intarl.t. pURPOSE OF NOTICE, To fulfill tha raqulraalnt. of Slctlon 2140 of the Inharltanc. and E.t.ta TIM Act, Act 2Z Df 1991. 72 P.S. SICtlon 2140. PAYHEHT, Dltach tha tDP portion of thll NDtlca and .ubalt with your pay'ant tD tha R.gI.tar of Willi prlntld on th. ravar.a .Ida. --"aka chack or aona~ ordar pa~abla tal REGISTER OF MILLS, AGENT All plya.ntl racalv.d .hall flr.t bl .ppllad to an~ Int.ra.t which .IY b. dUI with .n~ ra..lndlr .ppllDd to tha tlM. REFUND (CR)I A rafund of . ta. crldlt, which WI' not raqua.t.d Dn thl Ta. Raturn, .a~ ba raque.t.d by cD.platlng an "Appllc.tlon for Rafund of P.nn.ylvanl. lnh.rltenca end E.tlta T.M" (REV-I)l'). Appllcltlon. .ra .vIII.bl. It tha Offlc. of th. Ragl.tlr of Will., .n~ of tha 2S R.venua Dlltrlct Offlc.., or b~ cllllng the IP.cl.1 24-hcur an.werlng ..rvlca nuab.r. for for.. ord.rlngt In P.nn.~lvanl. l-100-S6Z-20S0, autlld. P.nn.ylvanla and within local Harrl.burg ara. (717) 117-109~, TOO' (717) 772-2252 (He.rlng lep.lr.d Only). OBJECTIONS1 An~ plrty In lntara.t not .Itl.fl.d with tha appr.l.a..nt, .110wlnca or dl..llowanc. of daductlonl, or ........nt of t.. (Including dl.count or Intara.t) .. .hown on thl. Notlc. .u.t obj.ct within ,I.ty (60) d.y' of racalpt of thlt Notlca b~t --wrlttan prota.t to tha PA n.psrt..nt of R.v.nua, Baird of Appa.ls, D.pt. zalOll, Harrl.burg, PA 17128-1021, OR --.l.ctlon to have the ..ttlr d.t.raln.d at audit of the .ccount of the p.r.on'l rapr...nt.tlv.. OR --app.al to the Orphan.' Court. AD"tH JSTRATtYE CORRECTIONS I INTERESTI F.ctual arror. dlscov.r.d on thl. ........nt .hould bl .ddr....d In wrltlnv tal PA D.psrta.nt of R,vlnu., BurtlU of Individual Taltu, ATTNI Po.t A.......nt R.vhw Unit, D.pt. 280601, Il.rrltburg, PA 17121-0601 Phon. (717) 787-6505. SI' page S of the bookl.t "tn.tructlon. for Inhlrltencl Talt Rlturn lor a R..ld.nt Olcldlnt" (REY-ISol) for an ..plan.tlon of a~lnl.tratlv.ly corr.ctabl. .rror.. If any ta. du. I. paid within thr.. (S) cII.ndsr aonth. altlr th. d.ced.nt.. d.ath, a flv. p.rc.nt (S~) dl.count ~f th. ta. p.ld I. allow.d. Int.r..t I, charg.d b.glnnlng wIth Ilr.t day of d.llnqu.ncy, or nln. (,) aonth. end on. (I) day fro. th. datI of d..th, to th. data of pay..nt. TaM" which b.ea.. d.llnqu.nt b.for. Janutry I, 1912 bter Int.rl.t It thl tet. of .IM (6~) p.rc,"t p.r annul calculat.d at a d.lly r.t. 01 .000164. All t.M.' which b.ca.. d.llnqu.nt on .nd .ft.r Janu.rv 1, 191Z will b.ar Int.re.t at a rata which will vary froa calendar y..r to cal.nder y.ar with th.t t.tl announcld by th. PA D.p.rt..nt 01 Rlvlnu.. Thl .ppllctbl. Int.rl.t rate. for 1982 through 1995 ar'l OISCOUNTt ~ Int.rut R.t. Oally Int.r..t factor ~ tnt.rut Rat. o.llv Interut Factor 1982 20X .00054. 19.7 'X .000247 1'85 lOX .OODUB 1918-1991 m .000301 198. 1l~ .000301 1992 'X .000247 1915 13:( .000356 1995.199. 1X .000192 1986 laX .000Z7~ 1995 .X .000247 --Interut It calcul.ted .. follOWII INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hot Ie. I..u.d .Itlr th. t.. b.coa.. d.llnquent will t.fl.ct an Int.r..t calculation to flft..n (IS) day I ba~ond th. dlt. 01 thl ........nt. If pay..nt I. a.d. alt.r the Int.r..t co.put.tlon d.t. .hown on thl Notlc., additional lnter..t lU.t ba c.lculat.d. l( (J (}\.. \0 FinancialTrus~ Company Services c!, Name of Decedent: STATU~.R...R..t)~ il David P. Brindle Date of Death: August 21, 1994 will No.: 2194-0765 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court report the following with rospect to completion administration of the above-captioned Estate: 1. State whether administration of the estate is complete: Yes X No__ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be completed: Rules, I of the 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: N/A c. Did the personal representative state an account informally to the parties of interest? Yes No--X_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Ootober 25, 1995 _ikM, ~~ Jl~~F. Burke, Senior vice President/Trust Officer Financial Trust Services Company One West High Street Carlisle, PA 17013 Telephone: 717-243-3212 Personal Representative '. , ill:) ::j " . I' \1::1. \. ~'?: l'1" ,!J. " '. FlInncrs TnI\t . Ilivislun uf Fimmciul TrU!rIt CUI1IP:IllY I WC!tItlliJ:!h Slrccl. P.O. UU~ 22U . Cllrli",lc, PA 17UIJ (717) 243.3212 Fir!'!' NnliUl1ll1 IInnk lint! Tm!'lt Cu. Ll Wl'!'ol ~111in SlrcCI, P.O. Jlux. J9J . WlI)'lIc"huru,IIA 1726H (717)7/12.HI(,1 Challlhcr\l1Ur~ Tru"l 14 North MOlin Slreet. P.O.lln' C . Ch:ullhcr!tlhurg, PA InOI (7171 263 . 'nn I Finandu! Tm\1 Curp .11U Allell Road. P.O. nn.\ 22(1. Cllrli!llc,ll^ 1701J (717) 243. HIH)3 REV-1547 EX AFP (12-94* CO""OHWUl TIt Of' PENHSVl VAH I A [)[PARlI1EHl or REVENUE BUREAU Of INDIYIDUAl lAMES DEP'. IID6Dl ItARRISlUAC, PA 17121-D601 NOTICE OF INIIERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 ESTATE OF DATE OF DEATH 08-21-94 FILE NO. COUNTY DATE 07-10-95 - 765 CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TilE UPPER PORTION OF TillS FORH WITII VOUR TAX PAYHENT TO TilE REGISTER OF WILLS. HAKE CIIECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: DAVID W HACLVOR FARMERS TRUST CO TR DEP PO BOX 220 CARLISLE PA 17013-0229 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 Aeaunt Re..i t t.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... ifiV':iii4i-EX--AF'jj-ii'2:94Y-Noi'"iCEuOF-'rtiiiEifiiiiiicE-TA'iC"iiPPRiiisEHEN'T-,--jii.i"oliliiicriili-----------mm DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BRINDLE DAVID P FILE NO. 21 94-0765 ACN 101 DATE 07-10-95 APPROVED DEDUCTIONS AND EXEMPTIONS: 43,161.82 9. Fun.~.l Expan.../Ad.. COlta/Hi,c. Expan... (Schedule H) (9) 10. Debts/Hartg.g. Liabiliti../Liana (Schedul. Il Cia) 26.82 11. Total Deductions nu 12. Het V.lue of Tex Return (12) 13. Charitabla/Govern..ent.l Beque.t. (Schedule J) (13) 14. Hat Vatu. of Ed.t. SUbject to TaM nit) NOTE: If an assessment was issued previoUSly, lines 14. 15 and/or 16. 17 and 18 reflect figures that inC.LUde the total of !lb.!:. return,; assessed to date. ASSESSMENT OF TAX: 15. Anount of Lina 14 .t Spau..1 rat. US J 16. ""ount of Lin. 14 taxabla at Lina.lICl... A ,.ata (16) 17. ""ount of Lin. 14 taxabla at Coll.te,.al/Cl... B ,.ate (17) 18. p,.incipal T.. DUI TAX RETURN WASI (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, R.al E.tat. (Sch.dul. A) (1) 2, stock. and Bond. (Sch.dul. 0) (2) 5, Clo.ely Held stock/p.,.tn.,.ship Int.,...t (Schedule C) (5) 4. Ho,.tg.g../Note. Receivabl. (Schedul. 0) (4) 5, Ca.h/Bank Olpo.lta/Hl.c. p.,..onal p,.op.,.ty (Sch.dul. E) (5) 6. Jointly Ownld p,.oparty (Schedul. F) (6) 7. Tranaf.,.. (Sch.dul. 0) (7) 8. Tob1 A...t. TAX CREDITS: PAYHENT DATE 11-17-94 04-Z4-95 RECEIPT NUHBER MM9l3202 AA023075 DISCOUNT (') INTEREST (-I Zoo.oo .00 I CHANGED .00 406 .859.13 .00 .00 68.587.72 .00 27,000.00 (BI 502,446.85 43.188 ~4 459,258.21 432,258.21 27,000.00 will .00 X .03. .00 X .06. 27,000.00 x.15. UBI .00 .00 4,050.00 4,050.00 AHOUHT PAID 3,800.00 50.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATEO, SEE REVERSE FOR CALCULATION OF ADOITIONAL INTEREST. 4,050.00 .00 .00 .00 IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A nCREOIT" leRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TIllS FORH FOR INSTRUCTIONS.J R[S[IlVATlDHI E.t.... of dec:Hent. dying on or before o.cHber 11, 1912 u If MY future Int.r..t In the ..t.ta Is trMsfarrlld In po.....lon or enja~t to Cia.. I (callat.rel' beneflclarl.. of tha decadent aftar the .xplratlon of any a.tat. for llf. or for ~..r., the c~.alth herabY' aMPra..1V' r...rva. the right to appr.I.. ~ ...... tran.f.r Inherltanc. taxa. at the lawful Cia.. I (coUataral) rata on any such futura Inlernt. PllAl'OU OF NOTICEI To fulfill the raqulr..ant. of Section 2140 of the Inherltanc. ~ E.tat. Tax Act, Act 22 of 1991. 72 P.S. Sactlon 2140. PAYHEHTI O.tach the top portion of thl. HoUc, and .\balt with your pa,.."t to the RIIII.t.r of WU1. printed on the r.....r.. .Id., nH_. chsck or ItDnSY ord.r p.~abl' tOI REGISTER OF MILLS, AGENT AU p.~tI r.cal...ed shaU first be applied to MY Int.rut Wllch .ay be due with MY reaalncMr applJlId to the tax. ~ (CAli A refund of a tu crlldlt, which wn not r.....ted on the Ta. R.turn, IIY be r.qu..t.d b~ cOllPlaUna an "I.ppllc.tlon for R.fund of pann.~I.,.,I. Inharlt.w:. and Est.ta hx" (REV-Ul5). AppUcatlon. ar. av.Uabl. at the Offlca of thl Ragl.t.r of Will., MY of the 25 Ravenue Ol.trlct Dfflc.., or by call1na tha .paclal 2.-hoUr an.werlna ..tvlc. nuabar. for fora. ordlrlngl In Pann.ylvanla l-100-S62-Z0S0, out.ld. pann.vlvanla ~ within local ttarrhburg ar.. (717) 717-1090\, TOO. (717) 77Z-Z152 (....rlng 1~.lr'" only). DIJECTlOHSI Any p.rty In Intar..t not ..tisfled with the appra.....,..t' allowanc. or disallowanca of dlldUctlon., or ......Mnt of hx Clnclucllna dhcCKM\t or Intera.U II shown on thl. tkftlcs au.t obj.ct within .lxtv (60) day. of rac.lpt of thh Notlc. bYI --wrlttan proh.t to the PA Dep.rt...t 0' Rlv",-, Ia.rd of Appaall, D.pt. Z81021, HerrhbUrg, PA 17UI-lOZ1, OR --al.ctlon to hav' the a.Usr d.hr.lned at audit of the acCOU"lt 0' the ~rsOMil rspr..."tatlv., OR --ap,.ll to the Orphan" Court. ADtttH ISTRATlYE CORRtCltDHS . F.ctuI. .rror. dlsco....r.d on thl. ......eent shOUld ba ~r...ed In wrltlna tal PA D.part,."t 0' R....~, lur..u of tndlvldu.l 'ax'" AT'HI po.t A.....llnt R....I." unit, O.pt. Z10601, Harrl.bUrg, Pi 17121-0601 ~ (717) 767-'~OS. 5.. pag. 5 of \he boOkl.t "In.tructlon. 'or tnh.rltanc. T.. R.turn 'or. R..ldant D~.den\" CREV-II01) for an M_pl~\lon of .o.lnl.tr.tl....ly carrectlbl' .rror.. If ....y tlX due II p.ld within thr.. (5) calanclar IllDf\th. .,hr the d.Clldant'. cl..th, a II"'. parc..,t CS:() dhcount of the taM p.ld I. .llowld. Int.r..t I. charged b.glnnlng with flr.t ~y 0' d.ll~y, or nine I') .unth. and one (I) da~ 'ro. thl d.t. of d..th, to thl d.t. of pay,,"t. 'ax.. which bee... dallnquent bafor. Janu.ry I, 1'82 b..r Int.r..t at the rat. 0' ,I. (6X) p.rcent par ennua c.lcul.tld at a dall~ r.t. of ,000164. All t.... which b.c.,. d.llnquent on end .ft.r January 1, 19S2 will b.ar Int.r..t at a r.t. which will v.ry froe c.l~r y..r to calandar y..r with that rat. ~Id bv the Pi O.p.rtaent 0' Aa",lnUI. Th. appllcabl. Intar..t rat.. for 1'82 through 19'5 .ra. DISCOlI4TI INTEREST I '!!!! Int.r..t Aat. DailY tntar..t Factor !!!! Int.r''1t R.ta 01111'1 Intar..t Fector 1'12 'OX ,000541 1917 'X .oaoZ~7 1915 lOX ,OOOUI 1911-1991 11ie ,000501 19n 11X .000501 I'" OX .OD0247 1915 ..X ,OOOSS6 ,,"n-19"" 'X ,000192 1916 \OX .Ooon~ I'" OX .Oao247 ulntar..t I. c.lculatad .. 'o11Ch11u INTEREST a BALA"CE OF TAX U"PAIO X HU"aER OF DAYS DELl"QUEKT X DAILY I"TEREST FACTOR ....Any Motlce 1..0Id .ft.r the t.x becHa. d.lInquent "UI r.flect an Intlr..t calculation to flft.." (IS) d..,. beyond ttM d.t. 0' the ........,..t. If payaant II -.de ,ftlt thl Intar..t CQIIPUtaUon data shown on the MoUcs. &ddltlon.l Inhr..t .....t 1M calcullted. I ...'..-..........--.-... d/-C/'J -7(.;5 " 6/- 411438520 llATI! 9/8/95 David Brindle Exe #1084 TRUST NO. lll;.~CRlI'nON Register of Wills #7399 ,IMoUNT $97.00 ""R~IIiRS TllUSTCOMI'AN\'.ONIl WI;.~T 11I(J11 ST.: 1',n.1I0X iJII. CARI.ISI.Ii,I'IiNNS\'I.I',INIA 17111.1 .~ :" , . r .( f\' .~ , ' - ',',:1 r, ;,' " ai1-'. J .. ' ,. I" . h~ " '. " 1tt :~" ,..\ " " i, " . ..----' . _.-- . . _. ."... ""l\r ~."...., ..~.~ "}-' '" .. ----.-, --:;~ \ o " j , I r I ~ r . COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2194-0765 ESTATE OF DAVID P. BRINDLE, DECEASED LATE OF SOUTH MIDDLETON TOWNSHIP FIRST AND FINAL ACCOUNT OF FARMERS TRUST COMPANY, EXECUTOR Date of Death: August 21, 1994 Letters Granted: September 8, 1994 First Complete Advertisement of Grant of Letters: Oclober 7, 1994 Account Slated to Septembcr 8, 1995 Summary and Indcx BIw Principal Receipts Net Loss on Conversions 2-3 5 II ,526.92 3 2.27 5 II ,524.65 3-4 47.181.79 464,342.86 4 29,000.00 4 Less Disburscmcnls Less Distributions 10 Bcneficiarics Principal Invcstments Principal Balance Remaining 435,342.86 Income Rcccl pts Lcss Disburscmcnts 4-5 5 Less Distributions to Bencficiarics 5 21,752.94 1.305.18 20,447.76 14.813.10 Income Balance Remaining 5.634.66 $440.977.52 Combined Balance Rcmaining Composition of Net Balances Market Value AUl!IIst 25. 1995 Cosl Basis Princioal 25M par U.S. Treasury Note 6.50% 11-30-96 25M par U.S. Treasury Note 6.125% 12-31-96 50M par U.S. Treasury Note 5.125% 11-15-95 50M par U.S. Treasury Note 5.625% 1-31-98 50M par U.S. Treasury Note 4.75% 2-15-97 50M par U.S. Treasury Note 7.75% 1-31-00 200 shs American Electric Power, Inc. 600 shs Amoco Corp. 100 shs Atlantic Richfield Co. 300 shs GTE Corp. 200 shs IBM 800 shs Eli Lilly & Co. 600 shs Norfolk Southern Corp. Cash 25,203.25 25,109.50 49,937.50 49,609.50 49,250.00 53,047.00 6,900.00 38,025.00 I 1,087.50 10,837.50 20,775.00 62,400.00 42,075.00 33.420.28 25,074.22 24,902.34 49,609.38 48,390.63 48,132.81 49,922.57 6,118.75 34,837.50 10,418.75 9,403.13 13,512.50 45,225.00 36,375.00 33.420.28 $435.342.86 i i i I J A $477.677.03 Income Cash $5.634.66 $5.634.66 Principal Receipts Inventory Filed Per Copy of Inventory Filed 502,446.85 Subsequent Receipts 11-1-94 I 1-3-94 11 -8-94 1-3-95 Union Central Life Insurance Co., proceeds Policy 01440330 Leader Nursing/Rehab Center The Travelers, benefit payments The Travelers, benefit payments 7,662.84 17.71 412.53 9.70 2 1-30-95 4- I 4-95 5-12-95 Princioal ReceiJ)ts. Cont. Railroad Retirement, Lump Sum Death Benefit The Travelers, benefit payments Commonwe.1lth of PA, 1994 tax refund 825.40 22.89 129.00 9.080.07 $511.526.92 Total Principal Receipts 10-21-94 1-10-95 1-17-95 Principal Conversions Into Cash .Qai.n Lw 45 shs Cyprus Amax Minerals Co. Proceeds Inventoried at 1,441.80 1.283.91 157.89 25M par FNMA 9% 1-10.95 Proceeds Inventoried at 25,000.00 25.316.4 I 316.41 25M par Republic NY Corp Note 5.20% 1-17-95 Proceeds Inventoried at 25,000.00 24.843.75 156.25 Totals 314.14 316.41 Net Loss on Conversions 8-26-94 9-12-94 9-22-94 10-4-94 10-6-94 2.27 Principal Disbursemer.ts Register of Wills, Letters Testamentary Cumberland Law Journal, advertising Letters Teslamenlary Hoffman-Roth Funeral Home Carlisle Memorial Service, Inc., lettering monument Adams-Cumberland Medical Center, Inc. 378.00 40.00 4,565.00 252.00 26.82 3 11-17-94 11-21-94 11-23-94 12-19-94 3-1-95 4-24-95 Principal Disbursements ConI. Register of Wills, PA Inheritance Tax Estimate Recorder of Deeds, filing Releases The Sentinel, advertising Letters Testamentary Adams-Cumberland Medical Center, Inc. Carlisle Imaging Associates Register of Wills, PA Inheritance Tax Register of Wills, filing fee PA Inheritance Tax Return Reserved: Frey & Tiley Farmers Trust Company Closing and Filing Costs Total Principal Disbursements 11-21-94 p' . I D' 'b' B fi" rmclpa Islrl ullons to ene clanes Ruth Brindle, gift of 12-7-93 less exclusion Carlisle Spring Cemetery Association Total Principal Distributions 1-31-95 11-1-94 11-2-94 1-11-95 1-18-95 8-1-95 Principal Investments 50M par U.S. Treasury Note 7.75% 1-31-00 Income Receipts Interest, Union Central Life Insurance Co. Dividend, Cyprus Amax Minerals Co. Interest, FNMA 9% 1-10.95 Interest, Republic NY Corp Note 5.20% 1-17-95 Interest, U.S. Treasury Note 7.75% 1-31-00 Dividends, American Electric Power, Inc. 12-12-94 to 6-12-95 Dividends, Amoco Corp 12-13-94 to 6-13-95 Dividends, International Business Machines 12-13-94 to 6-13-95 Dividends, Eli Lilly & Co. 12-13-94 to 6-13-95 Dividends, Norfolk Southern Corp 12-13-94 to 6-13-95 Dividends, Atlantic Richfield Co. 12-16-94 to 6-16-95 Dividends, GTE Corp 1-4-95 to 7-5.95 Interest, U.S. Treasury Note 5.125% 11-15-95; 11-16-94 to 5-16-95 4 3,800.00 12.00 68.33 38.12 9.70 50.00 15.00 18,763.41 18,763.41 400.00 $47.181.79 27,000.00 2.000.00 $29.000.00 $49,922.57 68.20 9.00 868.75 527.22 1,937.50 360.00 1,050.00 150.00 1,532.00 912.00 412.50 423.00 1,879.17 - . Income Receipts Cont. 8-1-95 Interest, U.S. Treasury Note 6.50% 11-30-96; 12-1-94 to 6-1-95 Interest, U.S. Treasury Note 6.125% 12-31-96; 1-4-95 to 7-3-95 Interest, U.S, Treasury Note 5.625% 1-31-98; 2-1-95 to 8-1-95 Interest, U.S. Treasury Note 4.75% 2-15-97; 2-16-95 to 8-16-95 Interest, Fed Fund 9-16-94 to 8-2-95 Interest, Temp Fund 9-16-94 to 8-2-95 1,259.38 1,314.31 2,648.44 2,335.42 3,928.43 137.62 $21.752.94 Total Income Receipts Income Disbursements Farmers Trust Company, income commission $1.305.18 Income Distributions to Beneficiaries United Way of Greater Carlisle Area 9-30-94 to 6-30-95 $14.813.10 Farmers Trust Company, Executor David P. Brindle Ja e F. Burke, Senior Vice President and Trust Officer COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND: Jane F. Burke, Senior Vice President and Trust Officer of Farmers Trust Company, being duly SWOrn according to law, deposes and says that the Account as stated is true and correct and that the Grant of Lellers and the first complete advertisementthercof occurred morc than four (4) months before the filing of the Account. J e F. Burke, Senior Vice President and Trust Officer SWOrn anrJ...subscribed to before me Ihis }{ day of September, 1995. 1JAtw", 0. J.I()QluJ.;~ Notary Public Notarial Soal Shoron A. Hoolollor. NOlnry Public West PcnnsbnfO Twp" CUnlb~rl,,;lnd County MyCommis~ion Exoill]~,^prlI13. 1990 McnlbtJr. Pcnnsyl'w'ul1'J A....rOO.11 011 01 Nol~MS 5 c. " " . ~ ] ': (,) [L t~) I l, ,.. &:(.;.; In i;_7 p~ "I :J Gu . "dl1< <I! U..... = ~ C1ItJ:: 0 :z: j:len ~ ~ ~ U 0-1 ~o"'~ I>< o-1E-<O ~~:z: ~:z:~ ~ClS :;l~S~' Potu) r:qf.LIO ..... o-1U Iilci~ ":r~~ ~~E-< l:l ~u ~8~~:::i'li::l1il o or-..~5~p u~uo",g ~ ~ .....:TO ~ ~ ~~~l::E-<~ ~~~~~~~~ IJ'\ 0\ 0\ '" .... 0\ 0\ . M co . ... M .. N 11 ... .. UI ... 6l, ~ ~ en .. .. t!J ~ ~ l'l '" '" '" o 0 <il <il ~ ~ -. , .. .. llii~f .. .(11 r ...Jls It" 'I51.fsa r: 1111). ' 'II 1..( Ililll ') tfiJlj ~ Jill! Ii~ 'oIlla 1'15 fo II i!! Is 1!ii1';'a;llil -.,s!15'l:lS.c ~ R ..... ra 'c ~f--~ UJr..n~ E ~~~ E:l r-'~ '" ffi ~~ u '" . '3~ r.: ~ Gltl:l 0 ~ l'len B ~ ~~~~ 1M ..lHO \jl5:z: ~:z:~ '!lCl~ ~~Si'.i' iJp..tn ~wo:a ..l.~ .l:ltl", "'~.... "'l'l<:C ~Hj~ e!i!:;j8 ~8~:B:q~i::l!il ~~~~~Sl~~ o en", ~=il:Q ~ ~;;j~~!il~ o!:l::lo!il~e1::! uBo:z:l"l..l~~ 1:<:"'~ Gl <: <> ~ i ~ ~I . J 0 i ' .~ lh, 7,'1 8 r- IV IU .. -~l!'" u J!l a. '.. ~ '~ t;il'nl!.:: t: 'as Igf;~ ~ r!- I!~sf~g i d~rH ~ .~ 'aSJJ 11; :s J hall i I IjIlt i 1_1' Ii ! fc~f r~~1 1...1 "00 E E ~,.. lI"\ '" '" ~ ... .... '" '" . R ..... co . l< ,..... ..... Gl N ~ ra ... Gl 'c III ... ~r-~ " "- OIl Gl ~ en U-JCf:ll' .. .. .., ~~~ ~ :z: .... >. ..l Gl .... ..... l'l ~ ..... ~~ ~ ~ H 0 0 ... ~ d '" ~ >. ~ Gl l< l'l l'l ~ - . , .. , , tL CT.' j r.. LJ ,...., . ,r IlJU,: p~ U :, 0: 00 , . 8'rP ~-,q-IJ~ '~I .(s '~I/M818~ j I ISf 'P'~o. PIIOdo/d 4~~'nq""IP 10 Oln /l881Dep uOllnq'JI"~ oOU.P/OOOl UI /lUWJIlUOO ,unooou PUR ~IJ:O'Q' . ?bb/' b CZ2.... Gl en o ",:Z: 00 r.:.... "'l:; ~o:l 0.... l"l~ s~ ~l'l en . , ... ..'. .- -'... ....... -- . 0.--_ ___ __ ____ _______~_ - _0-_- -- _.'- -- - ----- .', . Nil'. 'j' - .,. -. ......'. .~~- ".. U. 'it!N'~O;;~'M'~!;9"-'ru;'1\l.!3'~;:'2i\O/.'2 CS~~M~I'W~~.~'rnlp.~Je~~1!~r~~.~~J~t.l1r).im'~~.:;.ftl , Ai 1 f. '. l _ ~ifi~:.;~~t'!itDIPARTM.NTOP:'RIV.NUI~a;~J~Jtl.'.T~'fi~:\.~,'e;'~:co l}.',y ~ti1;i~~~itii~f~Kc:,r~!~i~~~~~~Ip.!;~l'if~~ij~w~"r.~1'@JJij!i{~~:A'mtE~~~~T~i~ ACN ~ ASSESSMENT P:'I RECEIVED FROM, II CONTROL 1;.1 NUMBER AMOUNT FARMERS TRUST COMPANY ONE WEST HIGH ST IUJ .;:J,t.iUU.UfJ CARLISLE PA 17013 1010 HUf '010 HUI EJ B II m 21-1994-0765 P N SSN 715-01-5913 M MA A ON CUMBERLAND REMARKS m TOTAL AMOUNT PAID f,:L ~JOO. 00 S FARMERS TRUST COMPANY 92. ~,' RECEIVED BY" ~ MARY C. LEWI REGISTER OF SEAL CHECK* 61-353370091 REGISTER OF WILLS ---------------------.------------ LI , ' I I f . -- --....-- . -- - -- .--~.:.-...__....~.~ 4i - ." r - ~.:.. \,