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'. _.' _ 'I.- ~;JJ ",~ 1/'frt ...,:;=\~ ......J PETITION FOIl PlmllA TE und GRANT OF LETTERS ~/.=!lJ./.-gDI KI':NNETII N. 1.1 NIlSE\' Blale of a/.w "'IIOWII U.\' No, To: ..___ I{egi>ler of Will. for Ihe . ,_____. /)"l'cllll'd, County of CUlIlherlilll<l In the Social SI'l'lIril)' No, 174 U5 .!Jl5J___._ Commonwealth of I'enn.ylvanla The relit Ion of the undersigned lespe,'lfully repre'ellls thaI: Your relllioner(s), who ls/are 1M yel'" of nge or older an Ihe exeeul or in lhelast willuflhenbowdecedeul,daled .Jalluary 10 nnd codicil(,) daled naINd ,19_ hlalr rrle\OHII ~'II\.'HnHliln~'l'\. t.lI. f4:num:ialiol1, loIe3111 ur r'\n'Ulor, tiC.) Deeendelll was domiciled nl denth in Cuml", r lun<l h III lasl family or principal resideneeal 5 '1'0<1<1 Cirelli, Bnrnu&h of Cnrllull' County, Penns,>;lvanla, with CarlfHlll. 1,\ 17013 (Ihl !lIlCCI, "mllhtf and I1Itllldpulil)') Decendenl.lhen 91 yellrs of nge, died SlIllt. l .19 91. Dl CnrlJtdu. Gumhcrlill1l1 CoulllYt PA . Except ns follows, decedenl did not mnrry. was nol divorced and did nOI have a child born or adopted afler exeelllion of the will offered for probnle; WIlS not the victim 01 a killing and was never adjudicated Incompelent: Deeendent al death owned proreflY with estlmllted values us follows: (II domiciled In Pn,) All personnl property S h70,OOO.OO (If not domiciled In Pa,) Personal propeflY in Pennsylvania S (If nol domiciled in Pa,) PersOfmlplllperl)' in County S Value of renl eSlale In Pennsylvania S situaled liS follows: WHEI{EFOI{E, pelitioner(s) respectfully reqnest(s) lhe probale of lhe lasl will and codlell(s) presenled herewith and the grant of lellers tllHtnmlllltnry lheron. tIC\111111C'nlnr)'; administration C.I...; admlnblr81lon d.h.n.e,I...) L '6~ 11 ':"~ ,,~ so 11 .. Vi F\/ -, . U t, : I ,-'I i.',I,', .Itllll! F. Burkl!, :ll!111nr VlCl! PruHluclltl 'I'nwt Offlclll', FnrmorH 'I'rllHt Compnny One h'ut;;t IIh'h Street C:1I1" 1 I H II). Ph 1 70 I '\ 717-:'1,0-1. ~()I. OATH 01" PERSONAL REPRESENTATIVE COMMONWEALTH OF I'ENNSYLVANIA } ss COUNTY OJ" CUNBEIlI.ANIl The pelllioner(s) above-named swear(s) or nffirm(s) lhal the stalements In the foregoing petition are lrue and eorreel 10 Ihe be'! of Ihe knowledge nnd belief of retllloner(s) and that as personal represen- tallve(s) of the nbove deeeuenl petltloner(s) will well and lruly adminiSler the estate according to law. Sworn 10 or affirmed and sllbscribed" i, r.o, :\ t,) 1,', i " . " before~e~,r 12TH dgn of ,1illl'lI F. Burkll. SlInlor Vlell ~r- Vllrml!rn TrllHt Comnanv l,.' ". -;,' ';'/i'/.( ~ ,CarIIHl~\ 17011 C. LEWIS n''IIi''''','), ' (, /1 C L ! ~, y - ~ -6< 3.5 ~ I~ I!> / I'rllHld!"t Trust " i: ~ "" Off iellr " rill' " .,. It Illt~ Ih.ll II" lol"lllllll'>!! 1.,,1,11 Hq:hll.., Till ;'II;~III,d ~t rUllt lit h, It ,'ntH;, ,"IIl.!1; "1'1\ j It,..I' -11"111.11;,>1 111I1/1;,.!1 "I ,lldll ,1,,1\ \~dlll\ t,q\\ lI,ll,l,.. I!;\ "!.r, \ II_d 1\\"".1,1111111 I,d I"tlll'lIhlllldll:,' Ill. ,\ '\1111 Illl .1\ WARNING: 1111 1II0gnlto dupllcale Ihls copy by pholostnt or phologrnph. rt.(' Ill' ,hl\ (1Iflllt.1I(:, S.l 00 Il.lfl' ? i,...,., ~, \'~~ u.. (\~t\"t >~-,\v.... , - .. '\ I jlt..i1 Ilt J,:1~1t.lr 2~20483 ~..LP. ," I !1t. Nu, ..IM.'.'........' COMMONWEALTH OF ptrmSYLVANIA' DEPARTMENT OFIfEAlTH' VITAL RtCOnos CERTIFICATE OF DEATH ..., ft.. ~, . " 1l1f''"'loMItffl loOC.......'Ufttfl'..........1II I 174 - 05 - 0253 o.uIDfJlt&f"~t'lo,~ t. S~ ~ If Y' " (1..-"'''' :H010 Lindau , ....1\........" ~l~._ ~.,....~ "".Of .t4lC.... 91 ... _0 jJDrr1oburg, PA ~o ,. "......,....--...-....-. .___....'\k.._.... ....... WhitD .1.1 'CCIf l.o' I ...~-;-..~-::.:::.t:;i" "Salesman I Insuranco Ol(.I(J(I(f."..'.."U'OOl'Ol........V.""""".....,'c.... D(UO(...l, 5Todd Circle ~~0fCt -- Carlisle. PA 17013 ...-- .~ "=-~.~ -- WidoWDd 1'-...-....... .,. , ,,.,0,.._....... n.",,- ... - Mo, Cumbarlond ---' ,,;0 =--=::::.. VOI..III........'.._.._""- CerU.l. .. ., .0>.1...",.....,.".._\"'1 ... " Horman W. lindso ... ..... "'.....IlI1......"! Formers Trust Co. - Trust Dopt. onwot ~~ . ~ .,...0 c......_o ",-"_,,...0 D-...Ilo-"'l\ GlftD nD htr "01' 'I.'" lloffmon..Roth FunD 01 ,\~n~~.llf;St..-.-t<Ir~ , ~ro.'_1 RN /2]113 '- S.. 'f!'''~{''''' " D Illrmm. ^" ;J / .\"'......._1 ~ , .. "I .\.......#01. ...0 ..9' . I~'." . ;1 /'11'1" .,.,,,,,.. 1......_... ........._,................._.......'" t........""'_...".... ........_.,..........~..._.."".~'"..,. 1.....___.......... I>o~'r"'"t'..... PulfU~..,,, Qvt"-:I.II I\\'~"--.""'\y..,, , 1"'-...... -,- ,_........... :l. u.k '0'''.. e..-...____........"'... ......----...,.,.-......._..-..HJIII. I: I:".i. "'MOI.o""; '1 D\.....IQIV.O'S.U.....lIM'.cI~t ...1.....\JIOO'..'...\lOtoCIl _'U~''''<lIIl'Q COW,\,lI01CO'C,ull ~....."., .......1"01011.'" P.II01' 1li.N1I' ~OI.~ I"'IOO""^",, "'IJ\IAf.IWOfl.' t1tlUl...toOlOf""""," .. 11<:: o o o o 0"" 0I'1'V.III""_."__,fMw,_. --.... lkaI... * ,_. -. ..... -* '........""'"'.-0- c.,...,..,...._ '" 0 ....0 . I ..0 ..0 ... . ... ".''''III~.u.'._",,, .CIIll'..,.1ItQ'""IO'Il~JI.r......,'.....eJ_..._rd'.'*......,~..P_"o.:l_....,_...,:n '....-"""....-..............__11..........101......._.."..............................,...,....." .. .~TtIO.~tl.t"'IICQ'"'.oer...,....w.._P.........."lI_...,,~..t_"_1 ,...._"..,'--.....IIt_..._......,....,...,....pIM.,........II...._"'lII........_"'''.... , '''U'tC'lll'''ttttill'(OIIU)''liII 000"".",..'..._..""........................."'''''.,.............."'''".....'...',.......".......,,".,..........,.IIIt"..."'.j.... 1'....-...........,.............,....,.,......."'."'..,.,.....,........,.,....,.,......,..,.................." ~~\,~\,Ol .. ." \9~~' C'C&._L.\\ la$t ]lJiU atth ~f$hunf1tt i, KENNETH M. LiNDSEY, of the Dorough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore wade by me. 1. direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executor is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for such period as seems expedient to said executor. 3. devise and bequeath all of my estate of every nature and wherever situate to my wife, Margaret M. Lindsey, providing she shall survive me by sixty days. 4. Should the gift in Paragraph No. 3 not take effect, devise and bequeath all of my estate of every nature and I/herever situate unto the Sarah A. Todd Memorial Home, Inc., Carlisle, Cumberland County, Pennsylvania. 5. nominate and appoint Farmers Trust Company to be the executor of this my last will and testament; it is to serve as such without bond. . . this IN WITNESS WHEREOF, ,c)'{b day of January, I have hereunto set my hand and seal 1985,./ -(~, .~4~(SEALJ 'KENNcfff, DSEY / Signed, signed, published and declared by Kenneth H. Lindsey, the above named testator, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto, 1'(' /1" '/)) Rtf ,~ -;x&1&"'/fa.:_~( ~.a:;L;tfl..t;1.'L ACKNOW~sQ~~sNT ~Il0 ~EL!!~ We, KENNETH M. LIIlOSEY, JEAIl M. RICE, SHARON L. SCHWALM, thu tustator and the witnessus, ruspectivu1y, whosu names aru signed to the foregoing instrument, buing first duly sworn, do heruby declare to the undersigned authority that the tustator signed and executed the instrument as his Last Will and that he had signud willingly, and that hu executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their know1udge the testator was at that time uighteen years of age or older, of sound mind and under no undue influence. .- .. ~ETH'~<~:Y~(~ J~\rf iM;1.fnqt-EJ~~,"::""_--- 1J ~H~~~Lt~~Stfiw~?A--,L<1LW:l.L'1~;'- COMMOllWEALTH OF PENNSYLVNIA COUIlTY OF CUMBERLANO SS: Subscl"ibed, sworn to and ackno~11edged before me by KEIlllETH H. LIIlOSEY, the testator, and subscribed and sworn to before me by JEAIl M. RI CE , and SHARON L. SCHIIALM, witnesses, th j s '\n 10- day of January, 1985. ..i~t1J~~~;'~~e~L~:mL CAl::USlr i,ORG. t~t.:r,;L.:lllli,:,i\ ,,~l' tit lilY CO"MI~!;IO:1 ~XPII1[~ flll~ l~ :~ca M.mber. P.nn~~tvlr,i.1 A:sOl,ia'IlJn ,'1 H(,tll;~:; ~ i:i z :! . . rJ) ~. a~ t:l . . z !!: E ;>, H Clll ~ ~ . .... H u z . eZ ~ ~ o ~ ~ .. g; ~ ~ ~ ~ r;J Z 0 :J r;: ~ ; ~ .- ~ " .. ~. ,~.~ . "" /}~Cl /-.) (.. Jv- TO: Register lIf Wills Cumberlund County Courthouse Curlisle, P A 17013 CERTIFICATION OF NOTICE UNDER RULE 5.(i(a) Nume of Decedent: Kenneth M. Lindsey Dute lIf Death: Septemher 2, 1994 Will Numher: To the Register: 2]94-11HO] I certify that notice of beneficiul interest required hy Rule 5,(i(a) of the Orphans' ClIurt Rules was served on or mailed to the following heneficiaries lIf the abllve captioned eMute on September 22, 1994. Sarah A. Todd Memoriul Home 1000 West SlIuth Street Carlisle, PA 17013 Nl1Iice has now heen given tll all persons entitled thereto under Rule 5.6(u). Date: Septemher 22, 1994 Signature: Ql.lU- JeU\lfu~=-_ nine F. Burke Senior Vice President and Trust Officer Farmers Trust Company P.O. Box 220 Carlisle, PA 17013 (7]7) 243-3212 n~ Capacity: Personal Representative cc: Roger B. Irwin, Esquire w !( "-,, ua:" w"u ",00 Ua:.J .." .. < I '" ... wffi a: 0 a: z o 0 U 0. / i/. f <~!.J~ - I )_ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO OE FILED IN DUPLICATE WITH THE REGISTEI1 OF WILLS) Onginal Relu," ] ;? Supplemental UelUln 3 Ilemamde' neluln llor datu p,lotlo 12-12' 82) 4 Umlled EslAle I 4. FU1ul.lnler",' CornplomlU I X ] 6 feder,l Eslale TA. (lor dale, at deAth .fter 12 - 12- 8:!l Return Required 6 Decedent died Tellale . J 7. Decedent Mainlained a UVlng Trust 0 B Tolal numbel 01 Sal. Oepo,,' ___l~t~a.~I.!.~~p.)' E!.Wl!~. ._(~t.t,~e~~_t;lPY,~t tr~'I). .... __" ,__._. __+_ _____ ~~,~I!L__,_______,_..~, ~ll COnnES,r_O.,NDEllCE)\ND CO Nr:IDEN1J!-J. TAX INfonMATION SIIOULD DE DIRECTED TO : "'"".. ...... .. D.1lVid W: M~9IY9r,CFP (()...~m~v,,"'II'll. "IN'j~Y\If"NI" Iii l'Al"""Pll or H1VPtul 111l't ;"~lhOl 11AWllfJ\II'I\ "^ ''';'"-1''~1I ... Z w o w U w o Ulc:lIllN"UNAUI C1A5I.IlnST."NIHAI1l1lI'IN11lAII Lindsey, Kennelh M (5 1111' NUMIIUI 21-04,-0001 t:CIUNH'I:nU! "11.11 NI.MUIII HAil HI III Alii GOCIAllill:\JIlIIV N""'1II11 174-05-0253 '0/2/04 llAlI 01 lIl"'" r,/2/03 tll1:1 III Nf'l,CllUI'IIII "Ollllllili !i lodd Circle Cmlisle, P^ 1 '1013 I xi I I X J ,.Al.4f lflf.I'It()t.j[NUt"llilR 717-243-3212 z o ;: :s :::l f- a: < u w a: 1 Real est.!lole f Schedul. A) 2. Slocks ar1d Dondl (Schedule 0) 3 Closely Held Sloc.,.,Pa"ner,hip Inte,ell (Schedule C) 4. Mortgagfll and Noles Receivable (Schedule 0) 5. Cash. Bank Depositl & Milcellaneous Perlonal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Tranllers (Schedule G) (Schedule l) 8. Total Grall Allell (IOlallinu 1-7) O. Funeral EllpenuI, Administrative COI'I. Miscellaneous Ellpenus (Schedule H) 10. Dehts Mortgage liabilities, Liens (Schedule I) 11. Tolal Deduction. (lolalli"81 0 & 10) 12. Net Value 01 eslate (line e minus line 1 " 13. Charilable and Governmental Bequestl (Schedule J) 14. Net V,,!ue Gub}ect to Tax (line 12 minus hne 131 jl:l.utll, Cumborland COJ,lPlr,r""AI\INGA[}()rllSS Formers Trust Company Trust Department P,O, Box 220 Corlisle, PA)}O!:3_ ~ 0,00 ...-----. - . ,,660,~803!l 0,00 --'---~'._-_. 0,00 ,-.-.-.-.-.---.-- ..<l~c2J!l~3:!, . ....n......- , --_.__..- (11 121, (3) (4) ,,' (5) (6) 171 0,00 -----0,00. (6) ,_,"f!l!i"o.!!.8 7.0. (0) ",____37.322,97, (101 3,738,11 (II) (12) (13) (14) 41,059,08 , -----------664,039:62" :==.~_=_-=-.:...._Jl64.li:l!f62 0,00 __,____. ._______.._._______._.___..._____.~....~ '. _.._..___._'..______.~_.__~~.~. ,~.._....___'_~__ ,__._,___.____._.._~_.'_ _'__n'___ 15. Amount 0' line 1 4ta.ablo n 6% talo (Includo values from Schedule K or Schedule MI z o ~ ... :J 0. :E o u )( i5 (IS) 0,00 X ,06 c 0,00 (16). 0,00 ...---.---- 0,00 X ,15 " 16. Amount of line 14 Unable at 15,. rnto (Includo values from Gchedulo K or Schedule MI 17. PrinclpalllU due (Add lit. horn lino 16 and hom line 16) 18. Credlls Pllor Paymenls Discount Inlolost ".."..Q,Q,O, + __""ClJ,l,C)_ 0,00 19. II line 18 Is grealer than line 17, enter the difference on line 19. This is Ihe OVEnrAYUI:!NT EI[] {7"-'-----'--' ('7) 0,00 Check here If ou are re uDlUno D. refund of our over a ment (161 (10) 0,00 20, It line 17 is greater than line 18, ctnler the difference on line 20. This Is the TAX DUn 1201 ._ ,~.______ .._.. A, I:!nter Ihe interesl on the balance due on line 20A (:'OAI ~,_~.___~_. H~' ____uO.OO O. Enter Ihe total o'lin' 20 and :,oA on line 20D. This is the DALANCE DUI:! (:'00) "~._____,,~..._.__"_' 0.00 .. .._...._M..~~..Che~~.J:.'..yab_'~,.t~:J1.~gl,~lctr ~., Wills, ~o'nt , ' "'--~,_.=._ ... ____..'_ DE SURE TO ^NnWER All aUESTloNB ON REVERnE BIDE AND TO RECItECK MATlt Under penahielof per~rdeciare thafl'i1iv.-mililnctd'itils relurn,-rn-elUding aecompanvmg-,chcdule-s- and',ia1Gmcrlll.liiid to'ihiib~eii OJ myknDWlidge aMdlielli( Ills true, COffeet and complete. I declare thel all feal estate has been reported at true markel value. Declaration of preparer olhctr than pononal representativo is ~a,~~~Ll?.!!.!'.!!..!'lfE!!"~!!.o_n .~!~~~!=:h.p.t~p.~~e!Jl.a!.a.ny Jo:n~,^:I!,dge.. __.,. .,.,_. _,,___ . .' __~_.__._.__. ..- ,-- -- f8N'TURE OF P.I:!RSON RI:!SPONSIDLE rOR FILING RETURN ADDRESS Dale '-;:j;. ,,;):, / r-:j/ ~ -- L / ~ t4 DEe 2 1994 J, L4(,l{/t._tt '_,/211u__tK~,(.{(~_ c'4'/L. SIGNATURE OF PRE PARER OTHEn THAN nEPRE5ENTATIVE ADDRESS Dale PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (X) IN THE APPROPRIATE BLOCKS. 1, Old decedent make a transfer and: a, 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 promise for life of either payments. benefits or care? ....,...."",.."..,......",,,,,..,,,,.... vtn j NO I II I . i.x I luLl X , ] I 2.lf death occurred on or before December 12. 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ......"......".."..,,,......,,........,,,,,,,,,..,,,,..,.... I 'j ')("1 ",.X J 3, Old decedent own an 'In trust for' bank account at his or her death? ..".....",..".........."'..,,, IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN. I .......r..M'A.ll~,"........;.I.A..... SCHEDULE Il STOCKS AND BONDS .....,..A...ltUI....... "~U~IUUI.~t ,,"TATI' or Kellnolh M I.Uld~II!Y 1111 NUMIII II ?1 - !J4,ll/101 (^" property J~,"lIy ,ownlld Wllh rlOhl ot .UIYIYO"hIJI mu.. htt dl,c1uud on richlldulll f J ItrM ,wMOtn ntnclIIPllOU VAtul: Al IlAH, or OtA HI See Allached Schedule 660,Ofl030 I ,j _T ~~~)_~~.I~.~!':t_I!~_~_~.I_i.~=. ~:.,~~~.!.U:"~I~~t_ __ _.,_,,_.______ , (If "'0111 spaCllls nCllded. Inst'11 additional sheels of sarnll slllll I . _..'~,-=1::::~~~,~~',Q~C!cO_fl~3~ KENNElH M, LINDSEY ESTATE CONTINUATION SCHEDULE 13 PA INHEIlITANCE T AX/FEDEllAL FORM 706 CII:d(l 1/ Shar"s/I'ar S,',,"rity NanH~ Investments 1. 031897101 900 Mll'lNl' 64,800,00 2 001957109 100 ,\T.'<T('llltl' 5,462,50 3, 006212104 1,353 AIJAMS I,XI'IlFSS ('( I 23.931,19 4, 019512102 1,000 AI,I ,1I;1l SIl i1'/\\. 11'1' 37,625,00 5. h-llivi,lend HII~;'I,I, ltel1l ,I 167,50 6, 077853109 400 1I1'\.\.,\TLA1'TIl' ('( lit I' 21,800,00 7, 134429109 400 (,AMI'III'\.\. SOUI' ('() 15,450.00 8, 24240V101 207 DEAN WrlTI'IIIlIS('OVEII 8,745,75 9, I'x-lJil'idend H(2f,;'I~, ltel1l H 25,88 10, 369604103 1,200 liI'NI'IIA\. 1'1.1'( 'I'ltI(' CO 60,150.00 11, 370442105 212 liENEIIA\. MOTOIIS COltl' 10,692.75 12, h-lJil'idend MIN~, ltel1lll 42.40 13, 423074103 400 II.J, IIEINKE COMI'ANY 14,625,00 14, 427866108 1.500 IIEIISIIEY FOOIJS COIU' 69,750,00 15, Ex-lJil'idend H/17N~, ltel1l I ~ 487,50 16, 607059102 800 MOIIII. (,OIII'OIMTI01' 66,700,00 17, Ex-Dividend HI2;'1,I, ltel1l 16 680,00 18, 655844108 933 NOIIFOI,K SOlJTllEltN 59,478,75 19, Ex-lJividendHIlf),I,lIeI1lIH 447,84 20, 693475105 594 I'N(, FINANCIA\. COItI' 16,594.88 21, 709051106 400 PENNA I'WIt AND \.T CO 8,175,00 22, Ex-lJividend 1112f),I, ltel1l 21 167.00 23, 709051403 250 I'I'&\. ~511% I'FD 14,250,00 24, Ex- Dividend 9!2N~. Item 2~ 281.25 25, 718154107 100 1'1111.11' MOItIIlS (,OS 6,118,75 26, 740459102 220 I'ltEMAIIK IN'll, INC 9,982.50 27, 812387108 532 SI'AIIS IIOEIllH'K "" Cl) 25,070.50 28, Ex-Dividend Hf2VN, 1 Ie 111 27 212,80 29, 852061100 400 SI'IIINT(:OIIl' 15,625,00 30. Ex-Dividend ')/1,').\. ltel1l 21) 100,00 31, 934488107 630 WAlINEIt-I.AMIIEIIT co 52,408.13 32, Ex-Dividend H/IN~, ltel1l ~ 1 384,30 33, 880198106 800 IHIII'\.ETON li\.OIlA\. 5,450,00 34. 708839717 10 VAN KAMPEN I'A INS 74 9,697.20 35, 277461AK5 7.000 EASTMAN KOIlAK IJ,12~% ~/lfJH 7,000.00 36, 370442501 202 liENEIIA\. MlrJOIIS C\.ASS II 7,537,13 37, Ex -lJividend S!IoN". ltel1l ~h 40.40 38. 524907201 1,301,726 1',\ T,\X F(tEF 11'('OME TIIUST . ?Q, 723,,48 Tolal $660,880,38 f,Nl.I()tIWj "11.1." ,. ""'~UI~"'i'" SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES l'lean type 0' ",Inl 1ffI. "1 "I<<~I 110" '"'''' "...fj1t.ClIt.tit ESTATE or IIII' NUMIlIII IT[M NUMS[l\ ,Kennelh M Lindsey IlI:ocnll'lION 21-04-0801 i AMOUNT I i I i 050.00 1 Funeral Expenses: Holfman Rolh Funeral Home A, (3, Administrative Costs: Farmers Trust Compsny 23,601.98 1. Penonal nep,euntaUve Commlulons Social Security Number at Personal Repreuntalive: Vear Commission, paid 2, Ano,nev Fe" Irwin, McKnight & Hughes 11.600,99 3 Familve.emplion Claimant -.--..---------. Add,en of Claimant at drcedent's death SUeet Addren nelaUo"shlp City Stale 0,00 4, Probale FilII Register 01 Wills, Letters Testamentary 427,00 1. 2, 3, Miscellaneous Expenses: Notary Fee Cumberland Law Journal, advartislng Letters Testamentary Miscollsneous Filing & Closing Costs 3,00 40,00 500,00 C, Tolal !llll~enle.!....on 1i~~!.~_ecap~lulallo~J_._ (If more space Is needed,lnurt addillonal sheets at ume size) 3~322,97 . '. ........ ~I.... I, ',., ~ ., '.',' ., ._'". , ' , ~.,. ....... , ... 't ""'" SCItEDlJl E I DEl3lS OF DECFDEN' MOIlTGAGE LIABILitiES AND I.IENS "'-'1"'11'1(1'" UHAII 01 Illl!il~,4! 1'11111 or 1 Ypt! 1111 NIlMII'" ~I ,!J4"OIlOI Ketltll'lh M tHld!.py IIfM nrnCftU"ION NUUfIf:fl AMOIlNI 1 Belvmturo Mmhcnl COIl>. hnlanco duo ? 'Snmh A lodd Momonal Homo, lmlnnco duo 3 Cmlislo Irnnwtlu ASSOClillos, balanco duo 4 Coro l\polllOcmy. hnlnnco <luo proscriptions 5 Cnrhslo Hospllnlllonlthcmo Billing Systoms, hnlnnco duo Ii Darlono L Moyor lox Colloctor. bolnnco duo 7 H Poul Kollor. bnlanco due ostate claim 8 RWC Emergency Physicians, balance due IO/? :13250 ;!ClOO 10318 13127 000 3.12000 654 I ,,,,,,,__.1..:: --~-"-.~~-~~"'.--.-=~IC:~ iaj~~-;~;;~.~~ ~~~~:~ !~~1!~T~!jon)_-=~'.~'~..~"-=.~~-o~-_=~_= -~=---=-~_~.~.~_=?~36 ' 1)"' (If mora spaca Is naedod, inson additional sheals of sarna slle) '_".n,___~_______._......_._________,." ___ (:,n"IoI'_'"I.II,''' ",'''';01'__ SCHEDULE J BENEFICIARIES ...'."'...,I'...."'UO.. "'Ul(lflUfI..,.' Kenneth M, L1ndsev rilE NUMIIIII 21 -04-0001 EGTAlE OF ITEM NUMD"" i I , A Tnrable Deque"l NAMI, AND AIlDIIEOO OF III,NEflCIAIIY j '",.AIIONOIIII' AMOUN! 011 OIlAIIE or "OlAIE 1. IlEM NUMBED NAME AND ADDREOO OF BENEFICIARY AMOUNT OR BHA,!~OF,EII.~.:r1l _ B, Charitable and Governmenlal Bequeltl: 1. Sarah A. Todd Memorial Home 1000 West Soulh Streel Carlisle, PA 17013 664,039,62 TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (AJIO enter on Iine13.Roc.p_~1!0~____,___ (If more Ipa.CU II needed, Inun addltionallheell 01 same llze) 664.039,~2_ Ja~;t lbliU H1tl't Q}~~;taltt~1t! I, KW/lf:lIl M. UrmSf:Y, of the Borough of Curl is Ie, Cumhel'ldfllJ County, Pennsylvania, declare this Instrument to b~ my lust will and test,lment, hereby expt'l!ssly revoking all wills .md codic i Is heretofore made by me. 1. direct my executor to puy ull of my debts, funeral ,lnd administrative expenses as soon uS may be done conveoient ly ufter my decease. 2. 1 authorize and empower my executor' to sell any really owned by me at my death and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executor is authorized and empowered to continue to engage in any business in whiCh I may be engaged at my death, for such period as seems expedient to said executor. 3. devise and bequeath all of my estate of every nature and wherever situate to my wife, Margaret M. Lindsey, providing she shall survive me by sixty days, 4. Should the gift in Paragraph /lo. 3 not take effect, devise and bequeaUI all of my estate of eVery nature and wherever situate unto the Sarah A, Todd Memorial lIome, Inc., Carlisle, Cumberl and County, Pennsyl vania, 5. nominate and appoint Formers lrusl Compilny to be the executor of this my last will and testament; it is to serve as such without hondo this IN WITNESS WHEREOF, , :,\j) 10 day of January, I have hereunto set my hand and seal 1985, 'J /~l H;/~k ~., LlN~SEY r(SEAL) Signed, signed, published and declared by Kenneth H, Lindsey, the above named testator, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto, I' , -1.(7"" 'IIi f\l lA' L... \X.I;" 'I ' _~:";J'./l ,,,..' ,//., / / r/. ~1.'(.t1..I/..:".:, ,Ai~NO'i.l..l:.nGI;,II[tn ~'l'! -^Ff:t,I!~Y__I,1. We. KEtWE11I H. 1I NnSEY. .JEAII H. III CE. SIIARON L. SCHWALH, Lha Last,ltor and the Wilna55(JS, respectively, whose names are signed Lo the foregoing instrumant, being first duly sworn. do hereby declara to the undersigned authority that the test.lt.or signed and executed t.he instrument as his LasL Will and Lhat he had signed wi 11 ingly, and that he executed it as his free and voluntary act for the purpose therein axpressed. and that each of the witnesses. in the presence and hearing of the testator. signed the Wi 11 as a witness and that to the best of their knowledge the testator was at that lime eighteen years of age or older. of sound mind and under no undue Influence. /~ .-- '.' ~J'.-/ ./ ,:,/ ///I~t,.... , t~lrtlfiH H. L IOSEY 7 I~L-~ L\ :'11,1' I)) JUiN H. RICE " \j<;.0Lt! ../...;,.,.".,~' "'11 / ',-d.lc/.:~ mRnN L. SCHw II ' COMMONWEALTH OF PENNSYlVNIA COUNTY OF CUMBERLAND SS: Subscribed, sworn to and ackno,l1edged before me by KEIlNETH II. LINDSEY, the testator, and subscribad and sworn to before me by JEAtI II, RICE, and SHARD/l L. SCIIWALM, witnt!sses, t.his O~.,") I - dilY of Jilnuary, 1985. "rt:: d .- , / ,- . OJ ~ ,- '\ }, . ,'/'1' ,-D~ f(}, ~ ~v',~;~:~9~~I~~,.aL CA.::llSlt f.C:llu. Cl'~c~"I;.:I;\ ....1 fIt an C"'uM!SSIOli !l}l'r.(~ fll(; 1 ~ :~~~ Mrmbel. r.nn~rtv,H,i.1 A:U:n,i.1lllm l'! flll!.'<!~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2194-01101 ESTATE OF KENNETH M. LINDSEY, DECEASED LATE OF THE BOROUGH OF CARLISLE FIRST AND FINAL ACCOUNT OF FINANCIAL TRUST SERVICES COMPANY, EXECUTOR Date of Death: September 2, 1994 Lellers Granted: September 20, 1994 First Complete Advertisement of Grant of Lellers: October 14, 1994 Account Slated to October 27, 1995 Summary and Index EiJW Principal Receipts Net Loss on Conversions Less Disbursements 5 708,327.90 7.959.60 700,368.30 42.778.51 3 4 Principal Balancc Remaining 657,589.79 Incomc Receipts Lcss Disbursements Less Distributions to Beneficiaries 7 30,097.56 2.941.73 27,155.83 26.257.70 6-7 7 Incomc Balancc Rcmaining 898,13 Combined Balance Rcmaining $658.487.92 Composition of Net Ilalances Principal 50M par US Treasury Bonds & Notes 6.37% duc 7-15-99 50M par US Treasury Notcs 7.50% duc 12-31-96 50M par US Trc.1sury Notcs 7.50% duc 1-31-97 10 units Van Kampen Mcrrill PA Ins. Mun. Inc. Trust Scrics 74 100 shs Amcrican Tclcphonc & Tc1cgmph Co. 493 shs Allstatc Corp 1,800 shs AMP, Inc. 400 shs Bcll Atlantic Corp 400 shs Campbcll Soup Co. 207 shs Dc.1n Willcr Discovcr 1,000 shs Gcncral E1cctric Co. 400 shs H.J. Hcinz Co. 800 shs Mobil Corp 500 shs Norfolk Southcrn Corp 594 shs PNC Bank Corp 100 shs Philip Morris Companics, Inc. 220 shs Prcmark Intcrnational, Inc. 532 shs Scars, Rocbuck & Co. 400 shs Sprint Corp 630 shs Warncr L1mbcrt Co. 250 shs Pcnnsylvania Powcr & Light Co., pro 4.50% Cash Incomc Cash 2 Markct Valuc Octoher 13. 1995 Cost Basis 50,984.50 51,062.50 51,125.00 9,601.20 6,237.50 17,624.75 72,450.00 24,850.00 20,700.00 11,255.63 63,000.00 19,000.00 79,800.00 37,937.50 16,929.00 8,525.00 11,495.00 18,819.50 14,150.00 55,991.25 15,375.00 78.516.62 50,000.00 49,945.94 49,941.21 9,557.30 5,462.50 11,575.60 64,800.00 21,800.00 15,450.00 8,745.75 50,125.00 14,625.00 66,700.00 31,875.00 16,594.88 6,118.75 9,982.50 13,490.61 15,625.00 52,408. 13 14,250.00 78.516.62 $657,589.79 $735,429.95 $898.13 $898, 13 Principal Convcrsions hllo Cash Coni. 11-15-94 800 shs Tcmpleton Global Incomc Fund, Inc. Procccds 5,011.96 Invcntoricd at 5.450.00 438.04 3-2.95 7M par E.1stman Kodak Co. Notcs 9.125% duc 3-1-98 Proceeds 7,000.00 Inventoried at 7.000.00 3-15-95 433 shs Norfolk Southern Corp Procecds 27,992.51 Invcntoricd at 27.603.75 388.76 4-21-95 200 shs Geneml Electric Co. Procecds 10,904.63 Inventoried at 10.025,00 879.63 5-9-95 212 shs Geneml Motors Corp Procecds 9,465.48 Inventoried at 10.692.75 1,227.27 6-21-95 400 shs Pennsylvania POIVcr & Light Co. Resources, Inc. Proceeds Inventoried at 7,459.75 8.175.00 715.25 9-8-95 ,1826 sh Allstate Corp Procceds Invcntoried at 5.57 4,29 1.28 Totals 1,453.30 9,412.90 $7.959.60 Net Loss on Conversions 4 9-14-94 9-19-94 9-21-94 9-22-94 9-26-94 10-3-94 10-4-94 10-13-94 10-24-94 11-14-94 11-23-94 11-30-94 12-2-94 12-13-94 1-10-95 1-24-95 2-24-95 4-6-95 Principal Dishursements Register of Wills, Letters Testamentary Belvedere Medical Corp Sarah A, Todd Memorial Home Carlisle Imaging Assoc. Care Apothecary NOlary fee Carlisle Hospital Hoffman-Roth Funeral Home Cumberland L.'\w Journal, advertising Lcllers Testamentary Darlene L. Moycr, pcrsonaltaxes H. Paul Kcller, claim for services Care Apothecary RWC Emcrgency Physicians Sarah A. Todd Mcmorial Home Bclvcdere Medical Corp Sarah A. Todd Memorial Home The Sentinel, advertising Lellers Testamentary Register of Wills, Certified Copy of Will Register of Wills, filing fce PA Inheritance Tax Return Rcgister of Wills, additional Probate Fee Cardiac Datacorp-Cardiocare ATS Medical Services, Inc. Register of Wills, Short Certificate Internal Revenue Service, tax due 1994 Form 1040 PA Dcpartment of Revenue, tax due 1994 PA 40 Reserved: Irwin, McKnight & Hughes Financial Trust Services Company, Executor fee Closing and Filing Costs 427.00 5.36 40.90 20.00 83.23 3.00 131.27 950.00 40.00 9.90 3,120.00 19.95 8.54 291.60 5.36 14.70 68.33 2.00 15.00 35.00 11.44 128.96 3.00 1,077.00 364.00 11,800.99 23,601.98 500,00 $42.778.51 Total Principal Disbursements Principal Capital Changes AMP. Ine. 900 shs Inventoried at 2-28-95 900 shs 2 for I Stock Split, 1.800 shs 64,800.00 .00 $64.800.00 5 " Princillal Capilal Clmn~es Coni. Sc.1rs. Rocbnck & Co. 532 shs Invcntoried at 7-20-95 Adjusl for Allstate Corp Spinoff 532 shs VanKampcn Mcrritt PA Insnrcd Municipal Incomc Trusl Scries 74 2-16-95 10 units Invcntoried at Rclurn of Capital 10 unils Incomc Rcccipts 10-17-94 1-26-95 3-2-95 6-29-95 7-3-95 7-18-95 8-1-95 9-29-95 Lcgg Mason Wood Walkcr Inc.. balancc Account 336-9873-01-1846 Intcrest, Farmcrs Trusl Co., Checking Accounl 4-25044 Intercst, Eastman Kodak Co. Notcs 9.125% 3-1-98 Intcrest, US Trc.1sury Bills 6.32 % 6-29-95 Intercst, US Trc.1sury Notcs 7.50% 12-31-96 Intcrest, US Trc.1sury Notcs 6.375% 7-15-99 Intcrcst, US Trc.1sury Notcs 7.50% 1-31-97 Dividcnd, Allstatc Corp Dividcnds, Tcmplcton Globallncomc Fund, Inc. 10-3-94 to 11-2-94 Dividcnds, Prcmark International, Inc. 10-5-94 to 7-6-95 Dividcnds, Philip Morris Cos., Inc. 10-12-94 to 7-11-95 Dividcnds, H.J. Heinz Co. 10-12-94 to 7-11-95 Dividcnds, PNC Dank Corp 10-25-94 to 7-25-95 Dividcnds, Gcncral E1cctric Co. 10-26-94 to 7-26-95 Dlvidcnds, Campbcll Soup Co, 11-1-94108-1-95 Dividcnds, Dell Atlantic Corp 11-2-94 to 8-2-95 Dividcnds, Amcrican Tclcphonc & Tclcgraph Co. 11-2-94 to 8-2-95 Dividcnds, AMP, Inc. 12-2-94 to 9-5-95 Dividcnds, Warncr Lambert Co, 12-12-94 to 9- 1 1 -95 Dividends, Mobil Corp 12-13-94 to 9-12-95 Dividends, Norfolk Southcrn Corp 12-13-94 to 9-12-95 Dividcnds, Gcncral Motors Corp 12-13-94 to 3-13-95 6 25,070.50 11.579.89 $13.490.61 9,697.20 139,90 $9.557.30 55.56 22.35 319.37 1,546.11 1,843.91 1,593.75 1,875.00 96.14 80.00 191.40 331.00 576.00 831. 60 1,826.00 484.00 1,112.00 132.00 1,620.00 1,612.80 2,840.00 1,453.00 84.80 Incomc Receipts 9-29-95 Dividcnds, Sprint Corp 12-30-94 to 10-2-95 Dividcnds, Dc.1n Wittcr Discovcr 1-4-95 to 10-3-95 Dividcnds, Pcnnsylvania Powcr & Light Co. 4.50% PFD 1-4-95 to 10-3-95 Dividcnds, Sc.1rs, Roebuck & Co. 1-4-95 to 10-3-95 Dividcnds, Pennsylvania Powcr & Light Co. 1-4-95 to 7-5-95 Dividcnds, Van Kampcn Mcrritt PA Insured Mun. Inc. Trust Scrics 74 1-18-95 to 7-18-95 Intcrcst, Ccrtificatc of Dcposit PNC 10-3-94 to 3-3-95 Intcrcst, Fed Fund 10-4-94 to 10-3-95 Intcrcst , Tcmp Fund 10-21-94 to 10-3-95 400.00 125.24 1,125.00 760.76 501.00 Tolallncomc Rcccipts 725.44 235.40 5,477.61 220.32 $30.097,56 Incomc Dishurscmcnts 5-24-95 Accrucd Intcrcst US Trcasury Note 6.375% 7-15-99 Financial Trust Serviccs Co., incomc commission 1,135.88 1.805.85 $2.941.73 Total Income Disbursements Incomc Distrihutions to Bcncficiarics Samh A. Todd mcmorial Homc 12-30.94 to 9-29-95 $26.257.70 Financial Trust Scrviccs Company Excculor Kcnncth M. Lindscy , O,1t' Ja . F. Burkc, Scnior Vicc Prcsidcnt and Trust Officcr 7 t ) f ,- ':") "., 'UI~ 10 IXOU JO JI04 'AJOIOIIOUoq' JOllpGJO 8B 0lBI80 041 UI180JOIUI us wlOIO JO 0^S4 01 luolunoOOB B41 01 UMOU~ UOSJod J0410 AlO^O 01 pUB IUBWIOIO Pludun AlO^O 01 UO^IO uooq S04 'Iunooo" PIBB 01 SUOlloo!qo UOIlIJM 0111 01 Aop ISBI 041 '0 pUB UOIIOWJflUOO JOI \.Ino:) 041 01 POIUOSOJd oq 111M OWBS 041 U04M OOOld pUB OWII'OIBP 041 '0 puo 'lunoOOIf S/41 10 6uII'I 041 )0 OOIIOU UOIl/JM 1041 AJI\.IoO AqoJ04 I . 'tl u - ..: ~I'" ~ H .... =il Z -Ill'" ..: i:jH:r. ~ cn~t&.8 ...1;; ~UOIll Oi':~ j...~tl tnCl.... O::J+-4 ..:...!'! . 0> taJ .-. x::cuP: H"> t.:) u~ "'~H ~::>":1Il z.Q [;J;l....H o foot 2:ooc(cn ~8!5C:Cl"':5::> o O"'~I"''''~ ueuo"'~Q"" ...~.""o :<;":0: o V)O\ t.L.<;+-40 ~"'I"'O UH HI'" NI-< H~::> ~e < (.L:Itn "'lOU ::>S~ '1-<1-<0:""'" 8uo~gj:J~~i:i .--0 -- .....,,14-/. r ... f Otll.( "I") .3 -... h.Vt'r-"",\ IHtOJ B 41110\010 I < 'p04os POSOdOld 4 UOl/nUIllSIP I~ 10 POOJOOp UO""QUli"M O::>UIII)JOOOU ~~ POUJJJjUo:J 'IlnOJJ\f...._~. ~_~r _~~!~'n'o.Q, -'" 1'[,1',1\ t' 'i4->t.l:, U'I "" '" '" '" '" ... ... - - .... N N , . " " '" u .. 0 III .. .. CI ~ Z .... .... .... Q ... ... ... 0 0 '" '" ~ ~ Cl Cl ~ R ..- ~ .~ .= C g,"> ~ ~:~B~tn~' '=1Il"U-J ~ 1:: ~.~iil~~~~. ~ ~ L-.",* ~-X:-d = ~ ~ r"< i ~ III io3 \ '~~rT~ U , ....t&.~ I horoby conlty thol wrlllen nOllce of tho filing of Ihls SIotomonl of Proposed Dlstrlbullon. and of the dale. limo and place whon tho samB will be prBsonlod 10 Iho Coun for conflrmotlon ond 01 Iho last day to fila written objections 10 sold SIatemonl of Proposad Dlstrlbullon, has been given 10 ovary unpaid clalmanl and 10 ovary olhar parson known to Iho accounlsnt 10 hovo or clulm an Intorost In tho ostalo 8S creditor, beneficiary, hslr or next of kin. A copy of said SIslamant wss Included wllh tho "ollce. Statcmcnt of thc Reasons for the Proposed Dlstrihution Thc abovc distribution is proposed in accordance with the terms of the Last Will and Testament of Kcnneth M. Lindscy, late of the Borough of Carli sic, Cumbcrland County, Pennsylvania. COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND: Jane F. Burke, Scnior Vice Prcsidcnt and Trust Officcr, being duly sworn according to law, dcposes and says that she is Trust Officer of Financial Services Trust Company, the Accountant in the Estate above named, and that the facts set forth in the Statement of the Rc.1sons for the Proposed Distribution are true and correct. ~]~lLj 13uJ& - Jane/IF. Burke, Senior Vice President and Vrrust Officer Sworn and subscribed to before me this -:J 3 day of October, 1995. ~' , ~j~/:' / ~y. ( '1#' /;'/..,J,. ( { Notar~ ublic //' '[I __ I\loltl/lill Sonl Punny l. C,nwlurd, rIolmy Public tJor~h tl.rdJ:(;I~}T11\'ip, (\Jfr:b~rlilnd County t~y Conllfllcslorl [rp:rc5l.1i1fc.IlHi, H.mO r.~(;lllbl!r. p('fIfl::.\~iIIMjlA.~,,()Q(I,;on 01 NOI.1l1oS / I' (.,;y'/ I .. C)C F~ ,', :0 u~ 1.1 ,-~~, \ .)) . '1:l U . ;:l 2l~ ~ '" ; ~ ~ . '" ~ "" '" R i:i '"' . '" '" '" .... I'<~ U)~~8 .... u ...... ~ 0 . fil offiz ,",u~f3 . .... en '" n:s '" '" '" '" '" o o-ll'< u .c u 'c 0 ~l1<~ .oo~ . . )00'"' ~ l1< .. .. oz o-l'~ :0: i'Hl ffi .,. u <~:il ~ ~ r- - 1>10 '" 0 "''"' "'~'"' IQ<'" '" ~"'B Cf) f l&o~ Z I'l fil:;JH .. 0"" o (-l 0 en .. t:> ml~EZ~ '"' ~8~8 ""e:lQ ~ z '"' "'~ o oeo ~l&o~ o-l s'" U!UO '"' I'< -"" ~ ~ ~ 1>1 I'l l&o -3/u ~ rv fil'"' C::O: g ~ Ejl'l o enO'\ ~ 0 l&o l&o H",~;;J~~!;;~B 0 0 . U '" ffi '" '" ~ .~~ ~ U 8~~o!;;H~~~ !< U oz",:ll&o I'l ,",I'< '. . .,.. :/-u\C I~REV-lS47 EX AFP (12-941* CO""O~Wl" III III 1'1 NHSVI VANIA. .'11 tlIPAR'HfHJ Of WrVIHUl . ~r;.", NOTICE or INIlERIT^NCE TAK IIUR[AU or INDIVIDUAl IAllIS ~. ~. \, APPRAISEf1ENT, ALLOWANCE OR DISALLOWANCE ~~:~i5~~~~~lpA 111;06.a..0I ..~. or DEDUCTIONS AND ASSESSMENT OF TA)( DATE OZ~ 15.95 ESTATE- ()j:=''''tIlfnsr:v.'~ . ~'-~'-'=~~O:K Etm~,.n~.""~'l{'==-~"'~","~==':":=-;"oc.,-"..,,=c.'=~""-"'FIL-E' N-Ci':'-' ~'''='--O21 co 9~-'~"Olfor==~~-~' DATE OF DEATH 09-02-94 COUNTY CUMBERLAtlO !;' I <' . , " " '_-J:'1 ') / ~ 'I (Y ACN 101 .' NOTE I TO INSURE PROPER CREDIT TO VOUR ACCOUNT. SUBNIT TIlE UPPER PORTION Df THIS fORN WITH VOUR TAK PAVNENT TO TilE REGISTER Of WILLS, NAKE CIIEC' PAVABLE TO "REGISTER Of WILLS. AGENT" REMIT PAYMENT TO: DAVID W MACLVOR FARMERS TRUST CO PO BOX 220 CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 ;-=-=-=:~~!~~n t ~~~~:V~!~~._, J CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ifE'v: i54-j - Eif 7. j: p"" i i '2":94 Y - NilY i C E- -6 f: - YNHEii if AHC E - Y AX" A"P pi\A" is Elf EN 'r;";. r. l"6iiAHc E - b-Ii - - - -- -- - -- - - - - -"- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LINDSEY KENNETH M FILE NO. 21 94-0801 ACN 101 DATE 02-15-95 If an assessment was issued previously, lines 14, IS end/or 1&, 17 and 18 will reflect figures thet include the total of ahh returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 lb. Anount of Line 14 11. Anount of Line 14 18. Principal Ta. Due TAK RETURN WAS, I X I ACCEPTEO AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. Ra.l Est.h tSchedule A) 111 2. Stockl .nd Bondi ISchedule 81 12>> 3. Cloll8ly Held Stock/Pertnership Inter..t (Schedule C I (31 4. HortgRges/Notes Recaivable (Schedule 01 (41 S. Cash/8Rnk Daposits/Hisc. Personal Proparty ISchedule EI 151 b. Jointly Owned Property ISchodule fl Ibl 1. Transfers (Schedule GJ 111 8. Tot.l Asseh APPROVED DEDUCTIONS AND EXEMPTIONS: CJ. funerel hpenses/Adn. COlh/HlIc. [JrP8nses (Schedule Itl ICJ1 10. Debts/Hortgage liabilities/Liens tSchadulo 11 1101 11. Tot.1 Deductions 12. Net Value of Ta_ Return 13. Charihbh/Governnent&l Bequests ISchedule J) 14. Nat Value of Est.tn Subject to la- NOTE: at Spousal ta.able et tawabh at rat.. Lineal/Class A rete Collataral/Cless 0 rat. 1151 Ilbl 1171 TAX CREDITS: I I r I PAVHENT DATE RECEIPT NUNBER DISCOUNT (. I INTEREST 1- J CIIANGEO ,00 660 .880_38 ,00 ,00 44.218,32 ,00 ,00 IBI 705.098.70 37.322.97 3,736,11 1111 1121 1131 114) 41.0G9 OR 664.039.62 664.039.62 .00 ,00K,03= ,OOK,06= , 00 K . 15= liB) ,00 ,00 ,00 .00 ANOUNT PAID I , ---, , , , I I , TOTAL TAX CREDIT [BALANCE OF TAX DUE! I INTEREST ! . TOTAL DUE L,_ .OD! . 0 0 ~ :.::..--1 .O~ .00 1 . IF PAID AfTER DATE INDICATED, SEE REUERSE fOR CALCULATION Of ADDITIONAL INTEREST. If TDTAL DUE IS LESS TIIAN fl, NO PAVNENT IS REQUIRED, IF TOTAL DUE IS REflECTED AS A tlCREDIT" ICRI, YOU HAV BE DUE A REf UNO , SEE REVERSE SIDE OF TIllS fORN fOR INSTRUCTIONS.) 1/ REV-4BJ EX AFP [12.94Mt COMMONWUL tit or P!HHSVI VAHIA O[PARIH[NI or A(V[HUE IURUU Of IkDIVIOUAL ,un DfPf. 210.01 !lARAISlUNO, PA 11111-0601 .' " ~, .~, . , , ,', ACN 201 NOTICE OF DETERHINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE 11-20-95 ESTATE OF LINDSEY KENNETH DATE OF DEATH 09.02-94 FILE NO.21 94-0801 COUNTY CUHBERLAND H NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIOH OF THIS FORH WITH YOUR TAR PAVHENT TO THE REGISTER OF WILLS. HAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TOl DAVID W MACLVOR FARMERS TRUST CO PO BOX 220 CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 I HOUSE Allount R..Ut.d CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR FILES .... h.EV:48i-.EX.-AFp..iiz:-94j-........NO.ficif-OF..DETifRHiiiAfiiiH.AifD.AS-SESS-HENY---------..--.--..----------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF LINDSEY KENNETH M FILE NO.21 94-0BOl ACN 201 DATE 11-20-95 ESTATE TAX DETERMINATION 1, Credit For Stote Deotn Toxes os Vorifiod ,00 2. Pennsylvania Inheritance Tax Assessed [Excluding Discount ond/or Intorest) .00 3, Innoritonce Tox Asses sod by Otner Stotos or Territories of tne United Stotes [Excluding Discount ond/or Interest) ,00 4. Tatol InheritancB Tax Assessod .00 5. Pennsylvanio Estote Tox Due .00 TAX CREDITS: PAVMENT DATE DISCOUNT It) INTEREST [-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 -IF PAlO AFTER THIS DATE, SEE REVERSE SIDE lIF TOTAL DUE IS LESS THAN II, NO PAVHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.! 'p.,'tn'tn .q ,'nII l""'lUI lluol1lPP. 'Ul10H '~1 uo ....~. .,Ip UGUI,nd.n l"""ul MI' ..au I ,p.. '1 lU1.Ald II 'lu.......a '''1 '0 'l1P '\1' puo".q '''IP I~') 0."'1' 0' uoll"n"a, 1....a,ul uu 10'1"" III" luenbullaP ...o,.q _a, .", ,,"'1 p.n.., aOl,oH AUf_. BO~VJ ~S3B3~NI A'IVa X ~N3nbNI'3a SAva JO B3aNnN X aIVdNn XV~ JO 3~NV'Va a ~S3B3~NI '''ZUO' X. 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'0 ,U......,. 141 \I"" P'I"I,a. 'DU ,11I"'lUI ul A,...d Au, ISHOI1)]rtO 'CAIlJO p'~llld.1 DuI~a'llJ ZSZZ-ZLL CLUJ .001 '",n-tlt CLU) 11...11 a..nqIIJ..au 11001 ul\llI" puR IIllMf^,AII..I'.d 'PI"no 'OSOl-l9~-OO'-1 aIUlAIA'W'd ul laul~'p"o I.~O' ~a, ....qanu "I^..a. aUI~""IUU ~no"-'" 1.,u'II,Jad'O 14' '0'" ..0 "31"0 '~IJ"IO anu,^.tt rl .", '0 AU. "II,ft '0 ~"'IDlla a", jO ""'0 .", 'II 'lq'I'8^1I ...11 lual,II'IIdd, 'crlrl-^]a) ..al a,.,.] pua "U8,'J'~I IIUI^IA'UU'd '0 pun,.a ~O' UOI,1I31Idd,_ ua Bu"aldeO, Aq p'l.anb... .q Ae. lIP'''o _al II '0 pun,.~ , I(a)) OHnJla '.,' 14' 0' P'I,ddll ~'puI"'" AUU ~'I" .np .q All. \I~I~" "aJ"ul Aua 01 ""1' pelldda .q Ila". P'^I"'" .,u..Aed I" . .tN3DV . S1'IH .:50 U31SID3H 10' 'lqllAad ~'p~O A.UD. ~o ",.", .....)4 ... "PI' ..~.^... '''' UP p.'UI~d "'I" '0 "',Ile.tt a", 01 ,u..Alld ~noA \Ill" 11.qn. pua '~I'OH 't~, 'A uo1,~od do, -4' 4'."0 IIHlNA'd '(SIJU u01'~.S 'S'd ZlJ '166' '0 ZZ 10' 1'0' .al "."] pUI .oua'tJ.~UI .4' '0 (qJ !i~IZ uOt'o.S ,0 l,u..'''lnb... '4' 1II,In, 01 1])110H JO ]SOdttnd " '., , PIJIlPOS[ .. NOlICEI fa fulfill the r~lr""'h af s.ctlon :."'-; Cb) of the Inherltlllnu and Estata t.. Act, Act U of 1991. (12 P.S. Section 'IU). PAYltE:Hrl a. I ItCh the top portion of thh MaUe. and aw.lt Mlth your p..,..,' to 1M Revht.,. of Wll11 prlntH on tM t...,.,... .Ide. u Hah check or HfMY arth,. paYMJla tal REGISTER OF MILLS, ADENT. All papenta tlKalved .t\all bIi applied flnt to any Int.,..., ..t'llch ..r ~ due with .,v ,....INMr lIPPlIed to the tu. REfUtD I CA) I A ,.flond of. ,.. cr.lt ..y be teq.MlltH by cc*platl"l en "Appllntlon for R.f~ of Pan'1Iylv.nl. Inhef"lhnca IInd fttet. fa." IREV~UlS). Application. ar. .v.lIMit. at the Office of the A",ht., of Wlllt, any of the 21 Revenue Dt.ttlct Dfflc.. or fru. the o.pa,t..nt'. Z~.hour anlw.rlna I.tvlca nu.a.r. for for.. ord.rlngl In P~.ylvlllnl. I-SDQ-J6l-l0SD. out. Ida P~.ylvlllnl. and within local Harrllburg .r.. fl11) '.'-1094, TOOt C117) l1Z.ZZU CH..rlng IllPftlrMt OnlYl. OIJ(CHDHSI Any party In Int.,..t ~t .etl.fl~ with the e.....-.nt of te. .. .hown on thl. not Ie. .ay Object within .bh (60) dey. of receipt of this Notln brl -~wrlttlln prot..t to the PA O.pert.."t of Rev"".' Boerd of App..ls, Dept. lalOZI. lI.trhburg. PA I'UI~IDZI. OR "allletlng to heya the a.ttar det.r.lned fit M.ldlt of the p.r.onal repra...,t.tly., OR n~.l to the OrphM.' Court IDMIH~ ISTRAlIVE CORREC TtONS I raetufll .rrOr. dl.coy.red on thl. ......-.nt ~Id be eddr....d In wrltlna tOI PA o.p.rtaent of R.yenue, Bur..... of Indlyldual l...., ATTNI Po.t h........,t R.II'I... Unit, D.pt. 280601, lIf1rrl.burg, PA l1UI"U01, p~ 1111>> 111.nOS. S.. PIt04t S of the hoo6l.ht "In.tructlon. 'or Inherltanc. lu R.turn for. Re.ldant O.ced~t.. tREV~I~OIJ far an .kplanatlon 0' ~Inl.tr.tly.ly corr.ctabl. .rror.. INTEREST I Additional Penn.rlyenl. [.t.t. la. a.....ed e. a r.sult 0' e chang. on the Feder.1 [.t.t. Ta. cla.lng I.tt.r Mc:OM' dell".,."t .t thoe ..plreUon of one U) aonth fr!HI the date the flnel tlQtlce of the Iocr.... In Fed.rel [,tate la. Is recelyed. TfI... which bee... d.ll~t before ~ftnU.ry I. 1'12 be.t Int.r..t et the r.t. of .1. ('~J percent per annu. cela.ll.ted et . d.lly r.t. of .000164. III I.... which bec.... d.llnquent on or .ft.r January 1, I'll will ba.r Int.r..t .t e r.l. which will Yflry fr!HI celandet y..t to calend.r y..r wllh Ihal rat. announced by the PA Dep.rt~t of R.yenue. lhe APPllCabl. Int.r..t ret., for 1'.2 through '99S .r., 'LuI: 'nt.,...t Ih.t. n"ll... Inl.,...1 ,."...In,. lair Inl.....1 A"I. n"ll... In'.,..., "ltr..tn,. 1'112 ... .000S48 1981 .. .aooz.., l'as ,.. .000..11 l'aa~I991 'IX .000101 ".. 'IX .000101 "" .. .aaU41 191!i U. .DDOlS' 1993~1991t n .DDDI'Z ".. ... .000274 ..., .. .DOU41 ulnt.r..t Ia celcul.led .. tollOtll1 IHTEREST . BALANCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY IIITEIlEST FACTOR "Any Notice I..u.d .ft.r lhe I.. bKo... delinquent will r.flect en Int.r..t celculatlon to f1fteen (1St) dey. beyond the date of the ..........,t. It per..,t Is .1Ide .fter the Int.r..t CGllpUt.Uon date shown on the Notlc., Itddltl_1 lnt.r..t 1IlJ.' b. nlcuhlted. '1 -, 0 6 -I ~ FinancialTrus! Company Services STATUS REPORT UNDER RULE 6,12 Date of Death: Kenneth H. Lindney September 2, 1994 Name of Decedent: will No.: 2194-0801 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court report the following with respect to completion administration of the above-captioned Estate: Rul es, 1 of the 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: "_",,,.,,n.'___' 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 Orphann' Court and may be attached to this report. November 30, 1995 iaf\o.,~-F~. B~~;7 Seni or. "ljTce p~~ident/Trust officer Financial Trust Services Company One West High Street Carlisle, PA 17013 Telephone: 717-243-3212 Personal Representative Fnrllll'h TnI!rIl . lli\'i!lilll111f Hllilndill Till" COIIIPilllY I WC!llIIli}!h SlIl'l'l, P.o. BtI.\ ~:!1I . Carli\k.P,\ 1701.\ \1171 ~~,l. .l~I! hl,1 Natiun;11 nlUI~ JlIllI Tm..t ('u. I.l \\'~"I ~I;lill Slm.'I.I',O, nll\ JIJI . W;I)lll',hmll.l'/\ 17211K 171717h~. Hlfll Chillllllt'p.hllr1! '1"lI,,1 1.1 North Main Sln~l'I,I'.O. BU\ (' . C!lalllhl'l..hllq.l, 1',\ Inlll 17171 ~(.:' . 1J1U1 Hllillll'iaITIIl\I('IIII' .QIl,\lIl'll 1(0;1,1, I'.c). 1111\ :!211 . (';uli,k. 1',\ 1701.' 17171 ~,1.1 ,HIM" STATUS REPORT UNDER IUlLE 6.12 Name of Decedent: KENNETH M. LINDSEY Date of Death: SEPTEMBER 2. 1994 No, 21-94-80 I 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: I, State whether administration of the estate is complete: -1L Yes _ No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No, I is Yes, state the following: a. Did the personal representative file a linal account with the Court? _ Yes -1L 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? -X- Yes _ No d, Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report, ( IRWIN, McK IGHT & HUGHES Date: 10/03/96 ~, " t..: ':.J ;", ., .J ::l GO Ro~er B, Irwin. Esquire Nnme (plcnse 1)'JlC or prlnl) 60 West Pomfret Street Address Carlisle. PA 17013 City, Slnte, Zip (717) 249-2353 Telephone Number fI'. L ('.', I I- n .;) Capacity: x Personal Representative Counsel for Personal Representative