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I'ETITION FOIl I'IWHATE IIntl (inANT OF I.ETTEIIS
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OATH OF I'EnSONAL I~EI'IU~SENTATIVE
COMMONWEALTH OF I'Ei'ii'iS\'I.\'Ai'iIA t
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N 21 - 94 - 799
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Estate of
NADELlNE A. RATHBUN
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW SEPTENBER 20, 19~, In consideration or the petition on
thc reverse side hereor, satlsractory proor havillg been presented berore me,
IT IS DECREED Ihatlhe IlIstrument(s) dated JUL Y 1. 1977
described therein be admilled to probate and filed or record as the last will or
NADELINE A, RATHBUN
TESTANENTARY
JOliN 0, RATHBUN
and Lellers
are hereby granted to
FEES
Probate, Lellers, Etc. ...".... $
Shorl Cerllncates(3 ) .. . . . . . , .. $
Renunclallon ,.,.......".... $
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A1TORNEY tSup. CI. 1.0, No,)
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ADDRESS
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Mailed letters and order to attorney on 9-20-94.
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITALnEconDs
CERTIFICATE OF OEATH
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3.G ,.t~;t IfliIl n llll <Ll'$hlllll'1tt
OF
MADELINE A, RATHBUN
BE IT KNOWN TO ALL PERSONS, That I, MADELINE A. RATHBUN,
of the Town of Preston, County of New London, and State of Connecticut, being
of lawful age, of sound and disposing mind, memory and Judgment, do hereby
make, publish and declare this to be my LAST WILL AND TESTAMENT, hereby
revoking all previous Wills and Codicils made by me,
I. I direct my Executor to pay all my funeral expenses and my legally
enforceable debts, except secured and mortgage debts, as soon as may be
convenient.
II, I hereby direct that all legacy, succession, Inheritance, gift,
transfer and estate taxes, Including Interest and penalties, If any, levied
or assessed upon or with respect to any property which Is Included as part
of my gross estate for the purpose of any such tax, shall be paid by my Executor,
hereinafter named, out of my estate In the same manner as an expense of administra-
tion and shall not be prorated, or apportioned among or charged against the
respective devisees, legatees, beneficiaries, transferees or other recipients
nor charged against any property passing or which may have passed to any
of them and that my Executor shall not be entitled to reimbursement for any
portion of any such tax, Interest or penalty from any such person.
III. I give, bequeath and devise all my right, title and Interest In
and to real estate with the buildings and Improvements thereon, located In
the Town of East Haddam, and being more particularly described In Quit-Claim
Deed dated June 7, 1977, and recorded In Ellst Haddom Land Records, Volume
122, pages 285-286, to my son, JOHN D, RATHBUN, If he survives me otherwise
said gift to lapse and become part of the rest, residue and remainder of my
estate,
IV. All the rest, residue and remainder of my estate, real and personal,
of whatever nature and wheresoever situate, which I may own or hove the
right to dispose of at the time of my death, I give, bequeath and devise to my
husband, JOHN B. RATHBUN, If he survives me for not less than Ninety (90)
days, otherwise, all of said rest, residue and remainder to my son, JOHN D.
RATHBUN, If he Is then living.
V. However, If my said husband, JOHN B. RATHBUN does not survive
me for said Ninety (90) day period, and my said son, JOHN D . RATHBUN predeceases
my husband with Issue him surviving, I make the following disposition of
the rest, residue and remainder of my estate:
a. One-third to my daughter-In-law, MELI NA C, RATHBUN,
If she Is then living, otherwise this gift Is to lapse and become part of the gift
provided In subparagraph V. (bJ, hereinafter stated.
b. The remainder of my estate equally to the then living children
of my son, JOHND. RATHBUN, provided, however,lfanyofthemareunder
the age of 21, said child's share to be held In trust In accordance with the
following uses and purposes:
1. To pay to or apply so much of the net Income and such
portion of principal at any time and from time to time as the Trustee, In her
sole discretion deems advisable or necessary for the proper support, maintenance,
education, health and general welfare of such child during the term of the
trust and the Trustee may consider or disregard to such extent as the Trustee
deems proper other resources that such child may have or the duty of any
other person to support such child. Any Income which Is not so paid or applied
"
-2-
shall be accumu lated and ndded to the principal periodically, at lenstnnnunlly.
2, This trust shall termlnnte when said child reaches the
age of 21, at which time the remaining principal and the undistributed net
Income shall be paid, transferred or distributed to such child, However,
If such child shall die prior to renchlng the age of 21, the remaining prlnclpnl
and undistributed net Income of said trust shall be paid to such child's estate.
VI. However, Ifmy said husband, JOHN B. RATHBUN does not survive
me for said Ninety (90) day period and my said son, JOHN D. RATHBUN, predeceases
me without Issue him surviving, I make the following disposition of my property:
a, Forty (40%) percent of my said property to my daughter-In-
law, MELINA C. RATHBUN, If she Is then living.
b, Fifteen (15%) percent of my said property to my brother-In-law,
CHARLES RATHBUN, Old Post Road, Old Saybrook, Connecticut, If he Is then
living.
c. Fifteen (15%) percent of my said property to my brother,
GERALD M. COLLINS, of Waterbury Center, Vermont, If he Is then living.
d. Twenty (20%) percent of my said property equally among
those of my following nieces nnd nephews who arc then surviving: KATHLEEN
CLOUGH, of Bow, New Hampshire; CHRISTINE ALLARD, KAREN COLLINS,
PATRICK COLLINS, MARTHA COLLINS. DANIEL COLLINS and LENORE COLLINS,
all of Wlnooskl, Vermont.
e. Ten (10%) percent of my said property to the ST. CA THERI NE
OF SIENA CHURCH, located In the Town of Preston, Connecticut, If It Is In
existence at the time of my death.
If any of Paragraphs (a), (b), lcl, (d), and (e) lapse because
there are no beneficiaries surviving or In existence who can Inherit under
the provision of said pnragraph, the lapsed gift shall be divided equally among
-3-
those paragraphs In which the gift provided therein has not lapsed and shall
be distributed according to the provisions of said paragraphs,
VII, In addition to such powers as my Executor and Trustee may have
by law, I authorize them with respect to any and all property at any time constituting
part of my estate: To sell and dispose of the same at public or private sale,
at such prices and on such terms as my Executor and Trustee shall deem proper;
to borrow money and to pledge such property as security therefor; to Invest
and reinvest In any kind of property, real and personal, without limitation
to the class of Investments In which trustees may be authorized by statute or
rule of Court; to exercise any option or privilege to convert securities belonging
to my estate personally or by proxy; to employ a custodian or agent; to manage
real property belonging to my estate; to lease any such real property regardless
of the fact that the term of any such lease may extend beyond the period of
administration of my estate; to borrow money for the benefit of my estate and
to pledge or mortgage any property so held as security therefor; to make partition,
division or distribution of my estate In kind or In cash or partly In kind and
partly In cash; and to do all other acts which In their discretion may be necessary
or appropriate for the proper and advantageous management, Investment and
distribution of my estate, and no person dealing with my Executor and Trustee
who shall purchase property from or lend money to my Executor and Trustee
shall be under any obligation to Inquire Into the propriety or validity of such
sale or loan,
VIII, a. I hereby nominate, constitute and appoint my said husband, JOHN
B. RATHBUN, as Executor of this my LAST WILL AND TESTAMENT, but In
the event my said husband Is unable to act, I then appoint my said son, JOHN D.
RATHBUN, as Executor.
b, I further nominate, constitute and appoint MELINA C. RATHBUN,
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CERTIFICATION OF NOTIC~ UNDER RULE 5.~
Name of Decedent: Madeline ^. Ililthbutl
Date of Death I June 16. 1994
w 1.11 No.
Admin. No. ii./-1tl- 'JC!f
To the Register:
I certitt tnat notice ot beneficial interest required t,
RuLe 5,6(al of the Orphans' Court Rules was served on or mailed"
the Co1.1owinq beneficiaries uf the above-captioned est6te on
10/13/94 I
.lohn D. Rathbun
Address
21 Nelson Dr. . Carl i~lp P^ 17011
23 Nelson Dr. . Ctlrl i HI ('l P^ 17011
~
Melina Rathbun
Nntice has now been given to all persons entitled thereto under
Rule 5.6(a) except /'
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Da te I 10/13/94
,.S 19na tura
I
( N4I1l1l i'. III cha r-d Wagne r. Esq.
Address 2233 N. Front 51:.
lIarrisburq. P^ 17110
Telephonenl~ 234-7051
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Personal Representative
Counsel for pllrsonal
representative
Capac ity I
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MANCKE, WAGNER, HERSHEY Be TULLY
a,':I ""1II11l' IIIHoIl ~011111,'
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JOIm U MltNCt\f.
P. RICIiARD WAGN[H
DAVID t 11I:"'61t['I'
WllUAM , TULl't
DAVID R lJUE5ettt
U"'UUSIIUHG,
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17110
Mnrch 22, 1996
Mary C. Lewis
Register of Wills
Cumberlnnd County Courthouse
One Courthouse Square
Carlisle, PA 17013
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Re: Estate of Madeline A. Rathbun
No. 21-94-799
Dear Ms. I,ewis:
Enclosed please find an original and three copies of the
Inheritance Tax Return to be filed in the above-referenced estate.
Also enclosed is our check in the amount of $16.00, for the filing
fee, along with an estate check in the amount of Sl,118.66, for the
inheritance tnx.
Pleasc return two time-stamped copies of the return to me in
the enclosed self-addressed, stamped envelope.
Thnnk you for your nttention to this mntter.
?
Sincere~ ,. .-
?,/..
P,
PRW/CRC
Enclosures
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INHE~ITANC':: lAX i<ETURN
i<E5IDENT DECE:JENT
(TO 3E FiLE:J IN DUPL!C.-'. IE
WITH ~EG;ST'ER OF WILLS!
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I focest Pack Health
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799
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I ~. R1Chae Wagnec, Esq. nc~e, wdgnee, He~JrY & Tu y
2233 Noeth fcont Sl<Ii!let ,".':
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( 717 1 234-7051 I
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........
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SCHEDULE c
STOCKS AND BONDS
U'iAii:OF
ilLS .~UMBiR
21-94-799
Madeline A. Rathbun
(All ;:IroCII."'V fointlVaGwn-d with Atqh. 01 Survivonhi" must ~. cil.dalad on Sc.h.ciul. FoI
ITC.'"
NUMBER
OESCollPTlCN
I VALUE ...i OAii!
, OF OE.~ iH
I.
None.
"
.;.
. .
,-
I s
.~.t:-~~.."!.-p~l!'::.:.~"t...,.....!':.~~:::~,..~:::.~~f..-:.:J::':.~:";:.s:;:~.:.':-;~ ::7;i.';.t:" .," ,~~'~;.:~:r ':.:~~.~'~~";:..~~~-:..:.~:::;,r. :....:;,.'. ;:-:.' '..;'i~ : :~~..
'";';';.. .....
IN0U006 Ch I"'~ .' k
.r~~
.::MMl:I'4WLllJM O' ''!i!'4tollYtY...,.,u.
IHHlIrTAHC,.U .nu.....
U31DIHT ':I1C10lH'
!Si,>.rc OF
SCHEDULE C
Cl.OSEl.Y HEl.D STOC:<,
PARTNERSHIP AND PROPRIEi'ORSHIP
~I.cle ?riru or jYDIt
Madeline A.
Rathbun
I FILl: /lUMBER
21-94-799
""lllt...t_.~..;(1r.-:::.......:-:r;'j~l~r4I,t......J.~.."..~.ti.~
I
VAWE ~r
OAn: CF Ol!ArH
J;.~:~r.:x-I~III'::':l~....,...it",,"";i=~'(,:,:,"';".r:I='"
,~. OESC.'\Il'"llON
NUMBER
.,
t~ None.
..
. .
.-
iOTAL 1'>'1s0 onlor on line J. ~.C:Dilulcrionl 1 S
(11 :nere Ipec.lt is n..J.J. ,'mert "Jdiliencl :n..ts of :om. :;:8.1
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:37,l.Ti: C F
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. ~:T':' ~::.
~
. :~..\.I\. .'::~~'
"40 .,
. ... ..- ..
I', SCHEDULE E
C>..SH. :lANK OE?CSITS ,l.ND
I MISC::!.UNECUS
:=SSCNAI. i''lCPST'(
j ~!ea.se 'riMr or ~VQ.
ilLa :-<UM8Ell. 21-94-799
c:::,.t.I.MCHW~ or '&tHrm'......u..
~"~a a.z tlNlH
IU1D~r ~lC:)rtlr
Madeline A. Rathbun
(~I ftWtte""" i_..........n.. ....Ib lh. U.nt .; t~"' mu.. .. el,csa__ ... Sc.D_UI. F1
ITEM I
NUMBS
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
oesOIPTlCN
'/AWE AT
CAlC CF CEATH
19,116.82 ../
27.77
11.16 '
11.37
2,833.49/
1,359.65
1,315.44
8.15
6.32
. 1.47
7.14
19.78
341. 72
118.28
1,448.00
54.17
276.49
757.0
Van,Guard Group Portfolio of Investment
Van Guard Group income Reinvestment
Van Guard Group Income Reinvestment
Van Guard Group Income Reinvestment
Financial Trust Corp. Checking Acct.
State of Connecticut Teachers Pension Payment
Forest Park Nursing Home Refund
Interest Income
Interest Income
Interest Income
Interest Income
Interest Income
Savings Bond
Travelers Insurance Refund
Presbyterian Homes Refund
Van Guard Group Income Reinvestment
.Van Guard Group Utility Income Reinvestment
Federal Income Tax Refund
,,'
~
TOTAL IAlsa .nt.r on lino :. R.coilulotian' Is 27,720.22
("'no':' Qdairio".u ay,." -.: ".. "n-.,.I "'a~ lOGe.:, ...ed.ci.1
....-.~..-_._..\....--- ...-... ...-.
.....,.....-.. ..,.........;.:..;;:.:.- ", .."...,
..-"'-"
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~>". . -.....
., .
:CMMOHWLW'H C' 'tNHrnVolI"lLA
INHU~d ':.\.I1OUIH ~
USlDetf ataDu.er
SCHEDULE F
JOINiL'(-OWNED ?ROPERi"f
m...rE OF
Madeline A. Rathbun
I FlU NUMBER
21-94-799
;oint t.nant(.h
N"'ME
,lOORESS
u......ncNSHIP ro OEC:;OENT
.
.
....
None.
3.
C.
IrcM1 L.."irL'l OAn! \ !OEO:'S\ '.'
i'QR
NUMBEl ;OINT M"'OE OESOIPTlCN OF ?qCF~RTY rOT"'L ""'LUE OCu.;.R ., ALUE CF
rEN"'NT JOINT C F ,lSSiIT l;io IN.. OEe.CENT'S INTE.'l5Si
1. I
. .
- ..
,
-'
.
I
I
!ainrly-awn.d prap.rty;
iOT AL ("\Iso tnler "n line O. .=l:accpilulcdon) I S
,If man :aOC8 is l1'UO'HJ ins.rt -=r:Ja7Iianal :;'..1: =i tam_ :;:.,
U'V.U1Q (X. (2...n
~'
SCHEDULE G
TRANSFERS
.'t!<SE ..lINT OR n'pf
:~Hwr.""rn 0' 'rt-fHSl1.V.......IA
.NHUn","C1 TU llNaH
IlS1DI~r QICDlHf
ill.! .~UM8ER
21-94-799
!S'iATi OF
Madeline A. Rathbun
nlls SCiEDUL! MUST 31 COMPUTED "'ND FtL..CC IF 'lll 1 ,lNSWEl ro ...NY CF'lll1 CUESTlCNS CN THI UVEllSlSIDE CFTHE COVEll SHm IS YES.
1l'E.'oI I OESClPTICH OF PlOPEKTY . I I rcr"'L "...Lue I o~. I g~~~~t~V.\
NUM'E~ IltCNQ'. "or- <tit^- ,,,,,...... ;1I.;,,..anoMIIio 10 diM"'''''. "ote ."ramr'.r. !Xc.ustCM C. .t.$:iET 'N" 'NTEREST
Non'il' -
.
I \
I
.
- ..
. .
.
.- .
,
-
faTAL rJJ~ lI,.,er on lineT. ~Kaoltvlmjo,.1 I S
(If lnGA' 'perc. :. ,,-tied. .n...rl oaaihollal sn-n 0/ .ame loU..J
...... M.'....:
.~. ":-:~',~'jf~'
'~Ull a. €~~~_~
'.. ....
a" '_._
-.. -. ... ::;;'~-..:~~~it;~<.~' :~:<~,,:
. ","", ..
sdiiEb'iJh H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
: '
~~~'
---~
C:OMMONWU.tnt c. PlHHsnV,lHtA
IHHl:llt>>4C! tu UWIH
USIDIHf olClolHr
ESTATE Of
Madeline A. Rathbun
N~1~ER I
A. Fun.ral Exp.n.OI'
1.
2.
B.
J.
Co
1.
2.
J.
J.
5.
6.
7.
a.
OeSCiUPTION
plantsville Memorial Funeral Home
P1antsville Memorials
5,379.00
665.68
1.
Admlnl.lratly. COslll
Personal Represented.,., Commiuions
Sacial S.curity Numb.r or ?rsanal Repre..ntall..:
Yeaf Commissions paid
2.
Allorn.., Foe. Mancke, Wagner, Herhsey & Tully
1,100.03
J. Family Exempllan NI A
CIaimant
R.lallan..lp
Address oi Claimant af cecDdenes death
Slreet .J.dd",..
Cty
Slate
ZIp Cade
?rcbata Fee.
76.00 ./
~ell~neQul Expen.es:
State of Connec~cut Teachers Retirement Board - Refund of
post-death direct deposit ,-
presbyterian Home
1,529.65
21. 00
TOTAL (Alsa .nt.r on lin. 9, Recapilulatlan)
(If more spac. i. n.ed.d, ins.rt additional sh..is of sam_ du.)
Is 8,771.36
l;u.~tjl".. ~...,-"...t...,. - .~,.........u
i ;. ..: <,~_\."'..:~.~,~.+::"'~~~!;,:.::
'....una.a.ut ::~~ ....!/-.
.~,.>{,
~
~wtloUM 01 "',...."yNtUo
-HM"ffAltCl.,..... ""'1M
IdUlOfl'D~r
" ,~~:~,:~>-.'~~?~';~;;:;'~1"'-"'-"'-"-"''''-'''::':'~::'''::~:::;::-:,:.~ .... '... ....
SCHEDULE J
BENEFICIARIES
!STATl! OF
Madeline A. Rathbun
F1UNUM8ER 21-94-799
ITEM
NUM8ER
NAME ),NO ),CORESS OF 8ENEF1CI),RY
uunCNSHIP
),MOUNT OR
SHARE OF 5STATl!
I.
..l. fa:ulol. !eqv..rs:
John D. Rathbun
23 Nelson Drive
Carlisle, PA 17013
Son
100%
.,
ITEM
NUM8ER
,II......IE ),,110 "'CORESS OF 8ENEl'lCIARY
),MOUNT CR
SHARE OF 5STATl!
--
3/Cuuitabl. GnQ OQv"mmenlal ~equ.JlU
I.
. .
TOTAl. OiARIT),alE ,>.NO GOVERNMENT,>.!. lEC:UEsrs (Alsa ,n,.r an Ifn. 1~. i!oc:pi'ula'ianl IS
(IF ma,.. ."au is nlt_d.d. in,." ~ciajUanaJ ,h..'2 at :am. liu I
InvestmentPortfolioSummaryl ~NDAR VEAR
YEAR. TO.DATE JUNE 30. 1994 . PAGE 1 OF 3
1",111",111".",11"11,',1""11",11.1..""",..11,,,,III
JOHN D RATHBUN
.loTTY- IN-FACT
MADELINE A RATHBUN
Z3 NELSON DRIVE
CARLISLE PA 17013-9337
ACCOUNT VALUES
NIIT ASSIIT
VALUE
ASOFII/:lO/94
VMMR.PRIME PORTFOUO
VSP UTlUTlES INCOME
$1,00
$10.14
TOTAL PORTFOUO
ACCOUNT TRANSACTIONS
PURCHASES
VEAR.Te-DATE 1994
VMMR-PRIME PORTFOUO
VSP UTlUTlES INCOME
$.00
$.00
TOTAL PORTFOUO
$.00
SHAREHOLDER NEWS
GCT THE FACTS TO HELP YOU BUILD A DIVERSIFIED INVESTMENT
PORTFOUO THAT IS RIGHT FOR YOU. OUR 'FACTS ON FUNDS'
BOOKLET SHOWS THE OBJECTIVES, RISKS. AND PAST PERFORMANCE
OF MORE THAN 65 VANGUARD No-LOAO PORTFOUOS.
FOR YOUR COPY. PLEASE CALLA VANGUARD ASSOCIATE AT THE
TOLL.FREE NUMBER SHOWN AT THE TOP OF YOUR STATEMENT.
Please retain this starement for your records.
THEVan3Y~<t~ld~.
VANOUARD FINANCIAL CENTER
P.O. BOX 2llOO ' VALLEY FOROe. PA 111432.2600
ACCOUNT SERVICE TELE.ACCOUNT
Call l-aoo-a62-2739 Call 1.600-a62.6273
STATEMENT NUMBER 1462070
SHARES OWNED
ASOFII/:lO/94
ACCOUNT VALUE
AS OF Br.IllIllt
8.403.400
1. 056,550
$8,403,40
~2..._,
( .~19.116.~
REDEJ.\PTIONS
VEAJl-Te-DATE 1994
FUND DISTRIBUTIONS
VEAR.Te-DATE 1994
$9,952.05
$.00
$Z65.ZZ
$459.9Z
$9.95Z.05
$725.14
. .
PORTFOUO ALLOCAll0N
MOHEY MARKCT
FIXEO INCOME
BALANCED
EOUIiY
44,07-
0.07-
0.07-
56.07-
TOTAL
100.07-
2
,.3
211030 B
1111111111111111111I1111111111111111111111111111111111I11111I1 ~IIIIIIIIIIIIIIII
~. .. ~.
~';J)
:JJ 1':'
y
. ~.,
F1NANCIAL.
TRUST CORP
-
-
'-'-- ..".-
eSTATe UF MADELINe A RATHBUN
JOHN 0 RATHBUN EXeC
23; .NELSUN. DR
CARLISLE p.,\. 1.(013-9337
STATEMENT OF ACCOUNTS
0012-31839
STATEMENT PERIOO
FROH rHROUGH
12~22-94 01-22-95
PAGE 1
o
'..'
'.' ... ~,
t ENCLOSURES,
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,.:[I.P.RI:V'l!OUS.i..'DEPOSITSr ' "'CHECKS/' ", .- ~ER\l'rCE;';:':)';~':I':;'l~~1~f-'ENO!ENG;:,
TAltE;HENn-BALANCl: CREDITS 1: DEBITS 1: '.'FEES'-;o'I''''li\:",..:,,~,.!!A'I::ANC~,
,r'" " 4~.3.9b..9~. -'---' .---7...14, bb~.b8 .' . .~O:':,:,""':.:N.~,<!>.r'~;;r.
,-.~",r',,-;,'::~;:~f.;.: f:." -,; ~ . , > ~L . ,
'~.., :." : -----..........'.Accouri.r/ INTEREST INFORM;' rio~;,~ ~;;;~~~~~':0~i~~;i~if8B:;..
~.RE.s.r~:,':'.~.~D' THIS YE:AR 7..14- FED TX WITHHELDlnTI'g'&;f.YEAR'N~N."'.m:.~...~Q.;':"'~;.~OO:.
.~I~'i>'~.,..__.._a.___... ._._-~ . - -.. - . ..._ aa._ . . .~ '11' ".~'''d.~. ........J"":.t..f'r. ......~l.......d~.'):t. ,l~..
'1.:.~.,..:.:,,:.- .,.,,_ . .... '..-~Ir:r._""il"""I"-,,,,"I :'~l. '. :..
'~~".e:'::'~\;;:;.' .,;. ':":'" ~,\~C':'- DEPOSITS/ :' 'CHEcKS/? IO:>.'!;1l! ~tj'ltllll/'.>:;.~~ .',
T,;f:.~~~f~~~~:~E~.~.~~P!, ION R I:F ERENC E CR ED ns-.. ~:~E~~~;~~~=~i}j,~~~C!E:
di!'im:SINN'.fNG::'BACANCE ,; , '!:,,;.....~""'~ll!!.6Ifl.-<"t!:/"~~96..9~
2'/'2.9f. OIEC1O.,~~.a:n :l)lIM.OCtl.Ollll0:7 840. , .1; ~. 66-~~;oo~""3"",7.'31.'''2:l'
rr.Zo:\i'Ul1!ER.ES,D,yiCR:E[).]nml3J;A 2~O~ov. ':I' .....~~..~: 7.~l:4-..,:1.4~ ll=~)~-::':-'::;-:-.i.",t,'l3~b3B'.4-1;'
r,.li'22:i:'~~~~1~N~...ulW7r.t:(Y.''';:;.=t-!T . ..:' ", ....;;:-..<,,~~::.-.i;-.r.::~y;';1,~.il~!:!.~4L,
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.;.J.:..~i;"':".r:."':.~:,.....,.-"-_., c..o......."'. . . .... ' .' . . .... t'l-.":' _~..:...:'-.:., ~.... . .,;.
-.' ..~\ .... ,)", ..'.'- , ..... '1'1 " .' , ,~. .-",':'-.r:":trr;~.'1tT"'r..:\ii. I~ 'I . ~ "
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NTERES.r. PALD THIS. YEAR.
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ACTI~ITY DESCRIPTIDN
BEGINNING- BALANCE
DEPOSIT
CHECK.
DEPDSIT
INTEREST CREDIT
ENDING BALANCe
REFERENCE
00503608530,
00200801.590
00707304-750
1:.,.448'';'00' .
1:4,.404_78
19.78
68.40' .
CHECK NO
TDTAL NUHBER. OF CHECKS
.... INDICATES
AMOUNT
66.40
1
CHECK. SUMMARY'
SKIP IN' CHECK NUHBERS'
... ..,_". . " ,'__".a'. . ...... .', .
CHECK ND
TOTAt. AHDUNT OF CHECKS
AMDUNT
86_40'
ANNU'A~ ;;RCEtHAGE '(.IELll ~~RNED ~~~~~~~~~;;o~:'d';i;::";'5. '~~~h'~G~,,'O'~Cfr~;~~E~~*
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AVERAGE .DAILY' CO~LEOED BALANCE" :'," ,..,:; ~I...ft-S;T.6ll.;~~.;,n;"~11(.~Jr.,e:~,!I:'f~r,
~N!~~S't.o EARNED.. . ~I.',~,,, ~".'" tf . '..1.0., ..~'-.. ......,-..1.9_ "l~:\~.:.'..":'Jr:h';'..";f~...}..,,~I::'"/~...::'"?l.~S.f..:...
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, WHY." WAr't FOR: W,EEK.s:. FOR:, YOU!r'T-Ax:.'R~F.U~~'.:::.:.,'..:.:.:::."i;;;,.;:;'::;I,r,~;ff#;g";
GET. IT,: FAS1i",WItH..F.LASH FIt:.IN~. . ... ",." ,....., M..'_-,,'""J........
MAIN llFFICE ... JAHESWAY." OfFICE'" Et.rZA8ETHtOWN., OF.F-ICE ~':', ".j ,':.:.:',.H;~i<"i"
MOUNT. HOLLV: SPRINGS: ,OFF-ICE. *" NEW..8LOllMFIELD:, OFF.ICE.. ..., '... .:;\:;rt;,.",~,.
SILVER: SPRING DFFICe"," WES1Z..SHllRE DEF.LCE:,~:OII:.~~U~~O'!'f~~E.l;:-,.:4~~'i'
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DIRECT
INQUIRIES TO
TELEPHllNE
FARMERS TRUST COMPANY STONEHEDGE
960 WALNUT 80TTOM RD
CARLISLE PA l7013-9177
711-243-3212.
DFFICE
,~. ,'.' .~.:. .;,l.~'.: .
" ,~::;:,.;:r:p-__
RECEIPT FOR PAYMENT
aa_a___a._.__...._.
Cumberland County - Register Of Wills
Hanover and High Streee
Carlisle, PA 17013
Receipt Date
Receipt Time
Receipt No.
9/20/1994
09:18:16
1002521
RATHBUN MADELINE A
File Number
Remarks
1994-00799
JOHN 0 RATHBUN
------------------------
Distribution Of Receipt ------------------------
Payment Amount Payee Name
50.00 CUMBERLAND COUNTY GENERAL FUN
9.00 CUMBERLAND COUNTY GENERAL FUN
12,00 CUMBERLAND COUNTY GENERAL FUN
5.00 BUREAU OF RECEIPTS & CNTR M.D
Transaction Description
PETITION FOR PROBA
SHORT CERTIFICATE
EXTRA PAGES
JCP FEE
Check It 987
Total Received.........
$76.00
$76,00
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D AA 0229'5'7 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.'
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Ilv.lltJ III.'"
RECEIVED FROM:
i
ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
WAGNER PRICHARD
2233 N FRONT ST
1-<>1
s 1-;-H'90-b5
HARRISBURG PA 17110
lOIOHf" .,
E~TATE INfORMATION,
!:'I filE NUMBER
~ 21-1994-0799
!:'I NAME Of DECEDENT IlA~TI
~ RATHBUN MADELINE A
~ DATE OF PAYMENT
Ji,I 03/23/90
EJ PO~TMARK DATE
COUNTY .l2~
CUMBERLAND
DATE Of DEATH
SSN 080-07-3704
IfIR~TI IMII
fa TOTAL AMOUNT PAID ___1. 1_~. 6:5
SG
lblJ
REMARKS JOHN D. RATHBUN
SEAL
CHECK II 004
RECEIVED BY " '
J\! ,i\
,.J SIGNAtuRf
MARY C. LEWIS /," :'"
REGISTER OF WILLS
REGISTER OF WILLS
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COKHOHWEAlT" OF PEHHSVlVAHTA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _
DEPT. '.060 I
HARRISBURG, PA 1'1'1.0601
NOTICE OF INHERITAHCE TAX
APPRAISE"ENT. ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT DF TAX
ACN 101
DATE 06-06-95
ESTATE OF FILE NO.
DATE OF DEATH 06-16-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUHT, SUB"IT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAY"EHT TO THE REGISTER DF WILLS, "AKE CHECK PAYABLE TO "REGISTER DF WILLS, AGEHT"
REMIT PAYMENT TO:
P RICHARD WAGNER ESQ
MANCKE ETAL
2233 N FRONT ST
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A..ount R...l tt.d
~ / id
P.!l_'!._~~.!I!!~_]'!!!~__':.!~~_mm~..__!l_~!~.IJl LOWER PORTION F.OR YOUR RECORD!i ....
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MANCKE, WAGNER, HERSHEY & TULLY
uS'JNofnH,,~oNT .,"En
HARRI6BURG.PA 17110
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CUMBERLAND COUNTY COU~HOUSE
ONE COURTHOUSE SQUARE Cl L
CARLISLE PA 17013
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COHMOtM,lUH Of' PENNSYLVANIA
DEPAATf'L"' OF REVE.MJE
BUREAU Of INDIVIDUAL TAXES
DEPT. le06Dl
IlAAR15BURG, Pol l1UI.0601
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ACN 101
NOTICE DF INHERITANCE TAX
APPRAISEMENT, ALLDWANCE DR DISALLDWANCE
DF DEDUCTIDNS AND ASSESSMENT DF TAX
ESTATE OF
DATE OF DEATH 06-16-94
DATE 06-06-95
FILE NO.
COUNTY
CUMBERLAND
NDTE. TD INSURE PRDPER CREDIT TD YDUR ACCOUNT. SUBMIT THE UPPER PDRTIDN DF THIS FDRM WITH YDUR TAX
PAYMENT TD THE REGISTER DF WILLS, MAXE CflECK PAYABLE TD "REGISTER DF WILLS, AGENT"
REMIT PAYMENT TO:
P RICHARD WAGNER ESQ
MANCKE ETAL
2233 N FRONT ST
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount R."lttad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV:i54n~if-AFji-fi'Fi,j4T-NilYicE--IWYNHEiii;:ANCn'-AX-APpiiJiisEHENT-,--iiLLowANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RATHBUN MADELINE A FILE NO. 21 94-0799 ACN 101 DATE 06-06-95
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,771.36
9. Funeral Expan.../Ad.. Coata/Hi,c. Expans.. (Schedul. H) (9)
10. Debts/Hadgag. liabiliti../Liana (Schedula Il (10) 304.65
11. Total Deductions 111)
12. Nat Value of raM R.turn (12)
13. Charitabla/Governllantal a.qUa.t. (Schedule J) (13)
14. Nat V.lu_ of Eat.t. Subject to Tax (14)
NOTEI I~ an assessment was issued praviouslY, lines 14, IS and/or 16, 17 and 18 will
re~lect ~igures that include the totel o~ abb returns essessad to date.
ASSESSMENT OF TAX:
15. Aeount of Lin. 14 at Spou..l rat. (15)
16. A.aunt of Line 14 taxable .t Line.I/Cl... A r.te (16)
17. A.ount of line 14 t.xable .t Coll.t.r.l/Cl... 0 r.te (17)
18. Princip.l T.x Due
TAX RETURN WAS, (Xl ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. (Schedule A) (1)
2. Stocks and Bond. (Schedule B) (2)
3. Clo..ly fI.ld Stock/Partnership Inter..t (Schedule C) (3)
4. Hortg.ges/Not.. R.c.ivable (Schedule D) (4)
5. C.sh/Bank Deposit./Hi.c. Par.onal Property (Schedule E) (5)
6. JointlY Owned Property (Schedule f) (6)
7. Tran.fers (Schedule G) (7)
8. Tot.l A...t.
TAX CREDITS:
PAYMENT
DATE
03-22-95
RECEIPT
NUMDER
AA022957
DISCDUNT (+1
INTEREST 1-)
1.66-
I CHANGED
,00
.00
,00
.00
27.720.22
.00
.00
181
27,720.22
Q.076 01
18,644.21
.00
18.644.21
,DO
18.644.21
.00
X, DO.
X .06.
X .15.
1181
.00
1,118.65
.00
1.118.65
AMDUNT PAID
1.118.65
INTEREST IS CHARGED FROM 03-23-95 TO 06-14-95
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1.116.99
1.66
.03
1.69
. If PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIDNAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU MAY SE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRM FDR INSTRUCTIDNS.1
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O AA 047868 COMMONWEALTH OF PENNSYLVANIA
NO, DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
1
I'
~ik
I'VIle) Ill""
-. ,
RECEIVED FROM;
i
ACN
ASSESSMENT r:'I
CONTROL ~
NUMBER
AMOUNT
WAGNER PRICHARD
2233 N FAlINT ST
JOI
lJol.b9
llAflRISDURG PA 17110
ESTATE INFORMATION,
~ fILE NUMBER
~ 21 - I '194 -07'1'1
E] NAME Of DECEDENT (LAST'
~nUJ\LMIillELl1>1 '
m DAlE OF PAYMENT
EJ POSTMAR' ytl-8Pl'5
COUNTY b /I E'7'1:)
GSN (100-07-3701,
(FIRST' (Mil
_. __CUI'lDEBLAND
DATE Of DEATH
J-
m TOTAL AMOUNT PAID _______._'10.1..69
, ~W
/)?A'" ~'\ .' dJ'
>;~ I .,
RECEIVED B~' ;~2 . (t'.l _0.. -; y-t.. ,
NAtuRE f
MARY C. LEW ' ,
REGISTER OF WILLS '
01,-1-11,1.1:/'1
REMARKS
P. "ICHARO WAGNER.EaQUIR~
SEAL
CHECK II 21771
REGISTER OF WILLS
,.:- - ~-..~ .-. .-- ._- --"-- -
.... ."...............,..".-
- - . -"'~..4l4.-.. _'. .'...-< ..-,
(:,' ') 8':\ (I
G
~REV-1607 EX AFP 112-94*
COHttONW[AllIt OF PENNSYLVANIA
DlPAR'"[HT OF REVIHUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2'80601
IlAARISBURG, PA 111U-0601
/'/ j -:,:; -- /()
ACN 101
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 07-17-95
ESTATE OF RATHBUN
DATE OF DEATH 06-16-94
MADELINE A
FILE NO. 21 94-0799
COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT TIlE UPPER PORTION OF TNIS FORN WITH YOUR TAX
PAYNENT TO THE ADDRESS SHOWN. NAKE CHECK PAYABLE AND RENIT PAYNENT TO, ,
P RICHARD WAGNER ESQ
MANCKE ETAL
2233 N FRONT ST
HBG PA 17110
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allaunt R.1I1 tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R-!fv:i60-j-Eif-AFP--iiif:94i-------...--iNH-€Ri;rANC-E--fAX--STA-iEHE-Nf-CiF-AC-Couiii--iii.---------------------
ESTATE OF RATHBUN MADELINE A FILE NO.21 94-0799 ACN 101
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED
ESTATE. SHOWN BELOW IS A SUNNARY DF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS,
THE CURRENT BALANCE, AND. IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE 07-17-95
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 05-30-95
PRINCIPAL TAX DUE,. 1,11B.65
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
03-22-95
06-12-95
RECEIPT
NUMBER
AA022957
AA047B6B
DISCOUNT (+)
INTEREST (-)
1,66-
.03-
1,118.65
1. 69
AMOUNT PAID
",
\'--,j
!
".
LC
J L~
<'5<3
;~ "
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
1,11B,65
.00
,00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN 'I,
NO PAYNENT IS REQUIRED.
TOTAL DUE
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TltIS FORN FOR INSTRUCTIONS. I
"I
c...
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Madel ine fl. Hathbun
Date of Death: ,June 16. J 'J94
Will No,
Admin, No.
1<1<1d-on799
Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion 01 the 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 complete: N/fI
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 No x
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
N/lI
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 flied with the Clerk of the Orphans' Court and may be attached to this report,
Date:
L~~-~:-'--"--~- ,J ____-
Signature '---:! ,,- --
P. 'Richard\~agner, Esquire
Name (Please type or print)
2233 North Front Street
Harrisbur9, PlI 17110
Address
(717) 234 -7051
'feU\JQ,
Capacity:
lIUC1Ust 1, 1995
"
-.:
, ,
Personal Representative
Cz.:'
f,j()
X' Counsel for personal
representative