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Home My WebLink About94-00803 PETITION nm PIWIIATE lInd GnANT OF I.ETTEnS bIUI,' of u_____NANClN,~I:SMlTIL u N",___<??-'.-_~=-.8.D3 1I1.IO kmJII'1I111 _NANCY. A. SI111IL ___u_ _ _ In: _________ _ Ih'~"ln "I' Will, f"r Ihe ____________._______._. I.kn'lIl1''', (""1111I)' "I' .Cumbllwlul_ ill the Sodlll. S"('lIlil)' No, u-172-~Ol=527.9__.___. ___ (""lIIl11ll1ll1ellhh "I' l'enm)'lvllnill The petlll"n "I' Ihe IInue"l~neu re,peelfllll) replewnl' Ih,": Your pClhinncrltO, who 1'/IKIt 1M Yl'ur, of n.H,'Of older alllhl'l'\CCUI,Ol-- inlhe III,t will of Ihe IIh"ve ,Iee,'uelll, uated _u.______Uuccmbar....26, alld eodicil(,) daled __u_____ _u__u________ named ,19Jll,_ ('Ialt' Id~'\alll ~il\.III1l\liJll\.".\. t'.at. h,'l1t1l1daliulI, Ll"alh Ill' L'\t'\.'lIIor, Ch'.) Deeelldenl wa, dOlllieileu 1Il delllh in _ClImp_lIill._Cumbll.rlllnd- COIlIllY, Pennsylvania. with h_ar- la't fllmil)' or prindpal re,idenee 1Il ..Lulluar-WasLNursing...nrul..llr>hnh t 1 t I nl i nn r.cntar. -1-7-00-Ma r k..l;-S L r....t-,-Camp-lllll,- ClImbe r-land-Colln t;.y..-I' A-1-101-l Oi\! \lft.','I, 1I1l11llwr ilull Illundl"llil)l Deeendent, Ihen _ -97_ )'ea" "I' lIge, died __Sapt.cmbUJ:-.3', ,19 lJ/. al -Leader-West-NlIral ng-lio-Rehab.-Center-.-1-700 Mllrkel;-S"ree~mp-11111. C'lmbcr land Except I" follow" deeedelll did nOlmllrr)', lIa, nol divorced IInd did nol have a child born or adopled lIf1er exeelllion of Ihe lIill offereu for probllle: WII' nOllhe victim of II killing IInd was never adjadlcated incompclcllI : Deeendelll III delllh ollned properly wilh e,limllled vallie, I" follows: (If domiciled ill I'll,) All per\Onlll properl)' (If 1I0t domiciled In I'a,) Pe"onal properl)' in I'enn'ylvanill (If 1I0t domiciled in I'a,) I'e"onlll properlY in COlllII)' VlIlne of relll eSlUle In I'cnnS)'IVllnill silllaleu liS follolls: $...35.. 000.00 $ $ $ WHEREFORE, pelilioner(s) respect full)' requc'l(s) Ihe prabllte of Ihe IllS! will and codlell(s) presemed herewhh IInd the Brlllll of lellers-Lestllmllntllry (h.'\lilIllCl1llll)': "'hnini\l1i1linn c.l.n.; ndl1llnl'lrBllon d.h.lI.c.t.a,) theron, t "0- '(j~ ",0 -0.2 ~,= -;~ -.r~ ~o ;; c .. in ........- =rd~lliLlld~' " _:ll1O..!'..: incc-Sll:cc" -l'ilxLang,-I'A-I-7+11 (-}:'".1 .,,,..;/ - t".I~ ~'...' OATH OF PEltSONAL ItEPltESENTATIVE COMMONWEALTII Ol-'I'ENNSYLVANIA COUNTY 01-' CUMBERLAND } l:!l:! The pelhioner(s) IIbove-numed swellr(,) or uffinn(s) Ihllllhe slUlemenlS Inlhe foregoing pelllion arc true und eorreello Ihe heSl of Ihe knowledge IInd helieI' of pelilioner(s) lInd thlll as personal represen- Hllive(s) of the nhove deeedelll pelilioller(s) will well nnu ~II!I)' ndmini~ler the eslllle lIecording 10 law. ./ / / '"/~- Sworn 10 or IIffirmed II I1lIMlhscril.1Cd. t' __L..t.~.)~/'I.(:~_'-j~~ before me Ihis 14TH _ dll)' of ' fl!J;;w(i~~p'-L &1~f~, "i fMAR'1C--:--LEWIS II"!!;"I'" !f_~ /1./ - .;;> 3.:) - (I-f '" 00' " " ii1 ~ ~ Eslulc or N 21 - 94 - El03 0, ANNE NAtiCL -1il'jUJI ,l/k /a NANCY A, SMITH ,I>cccuscd I>ECIU:E OF fllWIJATE ANI> GI~ANT OF I.ETTEnS ANI> NOW ._~0I)toml1!!L2.J.__.._ Il)_~, inl'llllSidernlinllnf the pethioll on Ihe reverse side hereof, "lIlshlelnr) pronf hn\'ing hrell prr'ellted hcfore me, IT IS I>ECREEJ) Ihut Ihe Imlrnmenl(s) duled__I.lIl.GllmJm_uJL.J2.l!lJ AliN[ deserihed therein he udmllled to prohulC unll l1Ied of rermu I" Ihe InM will of NANCY SM] I'll a/k/a NANCY A, SMITII lInd Lellers -1'.ll.s.tamlUl.tllry arc hereby grllnted III -01.l.VER..lIARTMAN f \ {J nCfi) v-.-'., .- - . " , 't.,', -"-l~ ., m, Ii:,)d.t.. HCllhlcr or \\'11I\ v (J MARY C. LEWI S FEES Probllle, Lellers, Ele. ,..".". $ 70,00 Shan Ceniliellles(l) ""."., _ S 3,00 Renullciutlon ....".,.,."". S X-Pages $ 12,00 JCP ---S:OO- TOTAL _ $ '_ " SEPTEMBER 21, 19~O.oG Flied ,.."",....",."..., _ . . , . . . , , .. , , 1/07109 JOliN ^, ROE. ESQUIRE An-ORNEY ISup, CI, 1.1), No,) 107 N. Front Stroot AI>I)RESS IInrrlsbllrl!, PA 17101 PIlONE (717) 238-5201 (j(i Mailed letters and order to attorney on 9-21-94, Jll0" II} 1\1 " ~-I\>< 1111 I 011 ,..,~, 1(11111, "'11.;," \\J\'it,i!il, II I:, iLlt!,hj !, "i 1": 'i"-, 1;'1 "i I: 1 {'lll'( Ii t" I Ill' i'Hi t i i,!.;;; " '" i ,; CQMMIJNW[A\ TH Of "1_''''5\'1 \'Af-tl^ UU'AIHMLNT or IIl-AlTll VII^! IUCOUIlS LOCAL REGISTRAR'S CERTIFICATION OF DEATli CERT, NO.2 328081 f - J-- - 71 -"--- -T;:;-':'lT..--..:;-;-..;rYi~,;i:;,jT.:-';Gr.'""~--- N.m.,' O~'''",.M -JLlkM_t: a---~~/'-- Sex ----2 -___ _ .Socllll s~'~'UrilY No. !jJ,I., - ;!l./- .~7--;Zi-. Dolo of Dealh'~_I.f....f$ :,:~::,B~::,~:fZ:t7t;2<4446i(z;~'(r;!.~offi~~. :'"""';001' Race ----'-J.~ __ Occupation ___.___c~4e-~u Armed Forces? (Y,['or No) _ ~t:.J Mm'''' ,,",".lLb(~~'::;'::;'''''!2'nll0tt7i1L~e~;L ~::::;::: t}J:.~='f!:"17~z; '''7,'"' O"""'m . -.~~~'~";.; / ~ [L'''_~i(j;;g Funeral Eslabllshment __ _.'u..Ji.,.tu..-.':':__ {/~"'-ct''-:~-''-'71-N-~~-l.'_V:-.!U{?~~~twee Je Part I: Immedlat~ 9ause . ~/j : Onset and Dealh II. /J 1 cl -/ ' ((:))-~~~t~:::i' ,-. '4'tf-, ft. J'~r --;'4-CI-~ _"___L - ~-/ -- jJ '1u.~~J~;1/ i (c)____,_________________.__u __...____.______ ' , , , ._------------j_.....~ (d) Pari II: Othor SignlHcanl Conditions MlInner of De~ Natural EI Homlcldo 1J00;crltw how Injury occurrod: o Accident 0 Pending Investigation 0 Silicide 0 Could not be Determined 0 NamaandTlllaofcer:~, _u......./~',_..exf'LZ'7;~ - / / _' ,J7 (M,D.. 0,0" Coronor, M,E.) Addr::i~:t:O ::rlifY th~1 the /lnfor::--I1~:~~i:l)',I:-~~(:rro:IIY-C~Z~.-~;~-: an original certificllte of death duly filed with me liS Loclll Heglslrar, Tlw originnl corliHcale will be forwarded to the Slate Vital Records Ottlce for pormllnenl filing, ~~';i~:lI,7l~IIT.:J"\~- . ( , . . ;'./i~ 22.220: .-/.. "'-":';'_;1 "'d i'.',i~7'ii,": '-1> 252') 8"",,/ Lane HurrltJ!JtJI51:P.A-,:~,~7J04 ..m".------1~4~~\:~;_1~:;._;;;:i,~p------ jl:;i;;7itl;)'--- ~- t. - fy . " I ~. ", .; LAST WILL AND TESTAI-lENT OF' NANCY AllNE SMITH It NANCY ANNE SHITII, of the City of Harrisburg, DlIuphin County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do make, utter, and publish this my Last Will and Testllment, hereby revoking all former Wills by me heretofore made. 1. I order and direct that all my just debts, mortgages, and funeral expenses, including inheritance taxes of all type whatsoever, be fully paid and satisfied by my Executor hereinafter nllmed, as soon as may be convenient after my decease. 2. I give and bequeath my large American cut diamond ring to my niece, HILDA RICKARD, of Lower Allen Township, Cumberland County, Pennsylvania. 3. I give and bequeath my large diamond ring to ROSALIE JOHNSON, of Louisville, Kentucky. 4. I give and bequeath my small diamond ring to my niece, BETTY OLIVER, of Lemoyne, Cumberland County, Pennsylvania. 5, I give and bequeath all my jewelry. household goods, clothing, and personal effects in such way and proportions as are set forth in a Hemorandum which I shall leave with this my Last Will lInd Testament. I give and bequeath all of the jewelry, household goods, clothing and personal effects not specifically set forth in the Memorandum above referred to unto my residuary legatees. In the event that they are unable to agree mutually upon an amicable division of my said household goods, jewelry, clothing and other personal effects as herein bequeathed, I hereby authorize, " .. '. order and direct my Executor to make such division thereof, as he, in his sole discretion, deems just and proper. 6. I specifically request thllt there be no public sale or auctions held with regard to the above items, and that they be disposed of, if necessary, by private sale, 7. I give and bequeath the sum of Five Hundred ($500,00) Dollars to my brother, HAmy E. HIBBERD and LILLY HIBBERD, his wife. or their survivor, of London England. If they should both predecease me. then this share shall be added to the residue. 8. I give and bequeath the sum of Five Hundred ($500.00) Dollars to NANCY SHUMAKER HUGHES. or her survivor, of Denver, Colorado, If she should predecease me, then this share shall be added to the residue. 9. I give and bequeath the sum of Two Thousand Five Hundred ($2.500,00) Dollars to HILDA RICKAr~, of Lower Allen Township. Cumberland County, Pennsylvania. 10. I give and bequeath the sum of Two Thousand Five Hundred ($2,500.00) Dollars to RICHARD L. JOHNSON and ROEALIE JOHNSON, his wife. or their survivor, of Louisville, Kentucky. If they both should predecease me, then this share shall be added to the residue. 11. I give and bequeath the sum of Two Thousand Five Hundred ($2,500.00) Dollars to SPENCER JOHN OLIVER and BETTY OLIVER, his wife, or their survivor, of Lemoyne, Cumberland County, Pennsylvania. If they both should predecease me, then this share shall be added to the residue. 12. I give and bequeath the sum of Two Thousand Five Hundred ($2,500.00) Dollars to OLIVER HARTI'~N lInd ~~RY HART}~N, his wife, or their survivor, of the Borough of Paxtang, Dauphin County, Pennsylvania, If they both should predecease me, then this share shall be added to the residue. 13. I give and bequeath the sum of of One Thousand ($1,000.00) Dollars to LAKESIDE LUTHERAN CHURCH, of Harrisburg, Dauphin County, Pennsylvania, its successors and assigns, - 2 - ~ .. -, I, 14. All the rest, residue snd remsinder of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate. of which I sha 11 die seized and possesf\ed, or to which I shall be entitled at the time of my decellse, shall be divided into four (4) equal shares or portions, and I hereby give, devise, and bequeath the same as follows. to wit: A, One shllre to the aforesaid RICHARD L. JOHNSON and ROSALIE JOllllSON. his wife, or their survivor, If they should both predecease me, then this share shall be added to the residue, B, One share thereof to the aforesaid SPENCER JOHN OLIVER and BETTY OLIVER, his wife, or their survivor, If they should both predecease me, then this share shall be added to the residue. C, One share thereof to the aforesaid HILDA RICKARD, or he. survivor. If she should predecease mc, then this share shall be added to the residue. 0, One share thereof to the aforesaid OLIVER HARTMAN and HARY HARTHAll. his wife, or their survivor. If they both should predecease me, then this share shall be lidded to the residue, 15. I nominate, constitute and appoint the aforesaid OLIVER HARTMAN, Executor of this my LlIst Will and Testament. to serve without bond of any type whatsoever. - 3 - p,> < - ~: '-'5 (JU ~- t; (.1& ):J, ,1/.1.)).$- Ii REV-1547 EX AFP 112-94)*,' i CQHHOHWI "1111 or 1'1 NN$VI VANIA 1. II ACN VI ""Hi'll HI or P(VINlIl .. NOTICE Of INHERITANCE TAX BUlUAU Of INIIIVIDUAI tAlClS f . . ~ i APPRAISEMENT, ALLOWANCE OR DISAllOWANCE ~~:~is~~~~~IIIA Illlll-DbOI __ i or DEDUCTIONS AND ASSESSHENT OF TAX I DATE 02"15"95 ESTATEOFSHltH- ~==~='~NAf1tr'~"j\===-==== FILE ND~"=='2n4":.(f811'!~~~~ DATE OF DEATH 09-03-94 COUNTY CUMBERLAND NOTE 1 TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT TNE UPPER PORTION OF TNIS FORM WITIt YOUR TAR PAYMENT TO TIlE REGISTER OF WILLS. MAKE CltECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOI JOflN A ROE ESQ 107 N FRONT ST flBG PA 17101 . I ''/ 1/ 101 :1;. REGISTER OF WILLS CUMBERLAND CO COURT flOUSE CARLISLE. PA 17013 ",",Dunt Rellllthd -- CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R 'EV: iS47 - Elf -;. j: ji- n F 9(.i- NoYicE--ciF""iNHEiii f AiicE - YAX -A"P piiA" is EHEN:r-; -;. Li'-owANc E-iilin -- -- -- - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SMITfl NANCY A FILE NO. 21 94-0B03 ACN 101 DATE 02-15-95 If an assessment was issued previously, linos 14. 15 and/or 16, 17 and 18 raflect figures that include the total of Ahh raturns aSgessod to date. ASSESSMENT OF TAXI 15. Anou"t of Line 14 lb. Anount of Line 14 17. A~ount of Line 14 18. P~inclp81 TRK Due TAX RETURN WAS I 'X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGIUAl 1. R..l Estate (Schedule A) II) 2. Stock. and Bonds (Schedule B) 12) 3. Closely Held Stock/Pertnership Interest (Schedule CI (3) 4. Hortgage./Notes Receiyeble (Schodule 01 14) S. Cash/Sank Deposits/Hisc. Personal Property (Schedule EI 151 6. Jointly Owned Property ISchedule FJ (6) 7. Transhrs ISchedule GI U>> 8. Total Anets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funerd Expenses/Adm. Cosh/Hhc.. Expenses (Schedule t.. (91 10. Debts/Hortgage Liabilities/Liens ISchedule II CID) 11. Total Deductions 12. N.t Value of Tax Return 13. Charit.ble/Goyern".nt.l aaqu..ts ISchedule J) 14. Net Valu. of Eat.t. Subject to Tex NOTEI at Spousal rate taxable at Lineal/Class A r.t. taxable at Coll.terBI/Class 8 rate 1151 IIbl 117) TAX CREDITS: PAYMENT DATE 12-01-94 RECEIPT NUMBER MM913239 DISCOUNT 1+ 1 INTEREST 1- 1 2,809.53 PAYMENT MUST BE MADE BY 06-04-95M, 1 CltANGED ,00 ,00 ,00 ,00 5,806.41 .00 404.578,54 (8) 410.384,95 33,405,35 334,57 Illl 112) 113) 114) 33.73Q q? 376.645,03 1.000.00 375.645,03 will ,00 .00 375.645,03 X ,03= X ,06= X .15= llBl ,00 ,00 56.346.75 56,346.75 AMDUNT PAID 53.381.13 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, 56.190.66 156.09 ,00 156.09 I IF TOTAL DUE IS LESS TitAN $1, ND PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU MAY BE DUE A REFUND, SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS,l : "', ,., " ", ,i:,'::,\'{ ~ . "~,_,.:,:<,:"iVt<:.'::'~i}_:~;,':!_~}}';:,,,:-'> _-'-:,';;",>,;, ; _0_', ._'" _. , '. ;"i q D NOI' M 9132 39 ., COMMOND~~~~~~T~: R~:~:YLVANIA' '...,~I II '''''' OFFICIAL RECEIPT _.' PENNSYLVANIA INHERITANCE AND ESTATE TAX ',~ -~:':";Z~\' ;:;;rlt.r~ .-',- '< C' -;,.-, , ...'....~>f/._. '. ,'--;."-,,--' I -':,--,,' " "",'-" RECEIVED FROM: a ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT nm:: JOHN A ESP 107 N FRONT ST 101 "53,3BI.13 HARRISBURG PA 17101 'OlD hUE 'OlD ~fll _ m TOTAL AMOUNT PAlO __"'~.J._~J.:1J__,..1~ .""", ;)lAt.e.~ MARY c. u;wtlt_. ,'REGlBTER 'OF WILLS ESTATE INFORMATION: f:'I FilE NUMBER ~ 21-199/,-OB03 E] NAME 0 EOENT LA TJ 8M IT'" NIlliCY (INN m A E Of PAYMENT m OSTMAR~~p-I/9'1 COUNTY SSN 172-01-5279 ( R MI CUtw.EBl..llliD DATE Of DEATH Olf' /0:;1/9', REMARKS OLIVER P. HARTMAN --..J SEAL CHECK" 11 REGISTER OF WILLS I - . -~-._'.'-.--, --' ------,-_ _'___'_~___'~~_'_7_, ~_ ~~__ __,."___.......,,~ ~ ____ _.___. ._.__.____ __ _~_.--._ _ .__. -.. .......................,-- , ---.--- ~.'----"'_.~4 41>" .._ v-~ '- ,- ' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND \ J 5S: OI.lVEIl IIAIlTMAN. being duly ___. _...Ji.l-!91'n ._>< _.~_... .,ccording to law, depo.o. and .ay. thai ho __JJLJJ!!L.____________ ______.. ______________JiXlJGutQL__ n__'_____, __ _.__ _ 01 the E.lote 01 .NANC..LliliNI\ SMlTIL-___..________ late 01 _.__ tha..norough, of ,ClImp lIill, _ __n_ ____._________, Cumberland Counly, Pa" dece..od and that tho within i. an invonlory made by ------,----_him_ _n ___ _.______, the uld.....J(xucu.Lm:. 01 tho entire e.lote 01 .aid decedenl, con.isllng 01 all the personal proporly .nd ro.1 e.lato, o.copl ro.1 ost.le ouhide tho Commonwealth 01 Ponn.ylvanla, and that the ligures oppo.llo oach Itom 01 the Invontory represnnt it'. lair value a. 01 the dolo 01 docedonl'. doalh. __:llilu:n and .ub.erlbod boloro me, ._ t'~ 1>'>_ ~c./ /::~/>'?;_.'.~;.~ ,- 011 ver IIn rtrl1rlrf"",o, .l-'.AId6l!alHt..", DEC.. ) , 19 9/, 3110 Prince Street Pnxtnllll, PA 17111 Addr.n D.to 01 Dealh 3rd of S~tcmber, 199~ Month Vur Day INSTRUCTIONS I, An Invonlory must bo filod within throe monlh. oller appolnlmont 01 porsonal repro.entallv., 2, A .upplement Invenlory mu.1 bo IlIod within thirty doy. 01 di.covory 01 additional ...eh, 3, Addillonal .heeh may bo attached a. to personally or roally 4. 500 Articlo IV, Fiduciarie. Acl 011949, . .... .... ..... -d -'t ~ ::<: 0- W m ~ 0- "" ... 0- ~ .... ~ w i:!: P ~ m D- u co .... 0 VI H U ~ 0 8 w w ::<: c '" .... "" .. Cl J: D- tJ) .... D- c .., ... ..J LL 0 .; ~ 0 Z ..J <( 0 ~ D- o u. :I: co W 0 <( w ..c: ,;. 0 > "" Oll -< 0 Z ::l - Z 0 0 c C ~ Vl z :.- .. 8 . 0 "" u 0 Ql Z w <( ~ '" ... 0 D- -0 "" Z c - ~ ;:: < 0 Cl ..a -0 ... " Cl E - ..! 0 ..c: ~ ~ 0 0 -' U u: '" ...., V Invonlory 011110 real and personal oslalo of NANCY ANNE SHITII decoased ----_._--_._--_._-.._-----~._._..-.~..._._._-.__._._~- -----,----.-.--.--.-.--.--..... ------.---------.---...--. ---- ----_. -_._._._-~ I, Dauphin Deposit Blink lio Trust Co, Acct. #1104823406 ConsIsting oft Grnntor trust (Nllrket valuuHAs of the date of doath) $1,01.51 .80 Duto of death Income balance (Mal'ket Value) (As of thu data of dnllth) 3,06l,7/, 2. I.adles 14 kt, Whito Gold Diamond Ring with five (5) diamonds (Appraised 10-5-94 by Bilker & Pricn Juwnlurs) Ladies II, kt. White Gold Flvo (5) Stone Diamond Ring (Apprnised 10-5-911 by B"kor & Price ,Jnwolnrs) 1,75 ,00 70e ,00 3, I, , Ladies 14 kl. White Gold Diamond Ring with Five (5) Diamonds (Appl'lIised 10-5-91, by Bl.kel' & I'rlco Jewelers) 3,30 .00 5. Refllnd of LeadOl' Nursll\g lio Rehab, Center Wost from Patient I s FlInd 5 .1,1 To'rAL: $410.38/, 95 Ci L- 1'1 :, ,:;,,~. / i.l R(vi~OOI" ,jlqll I I ~.', ~ ! INHERITANCE TAX RETURN ,,, ::, .~ RESIDENT DECEDENT (OMMO"W"""~:"''''''''''A'';A i (TO BE FILED IN DUPLICATE IHPAIlIMftH Of llh'fUU( ) I..",,~J:~ ~~otm""';lI I WITH REGISTER OF WILLS) TmOl1!1llAMllIMQiHrAiTIl-MIO L It~l IA\ lQ, If lino 18 II gruoler than Iino 17. onlor tho difforonco on line 19. This Is tho OVERPAYMENT. IfJI [] 20. Illino '7 is greator than Iino lB, onlor the difforenco on line 20. Thli is tho TAX DUE. A. Enlor tho inter os, on tho balanco duo on line 20A. B. Enlot the tolol of line 20 and 20A on line 20B. Thil Is Iho BALANCE DUE. __ _____M_C!~~_C.h~~ PaV~_~!8 tal R!~I.ler of Will., Agent .... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.... Under penalties 01 flufjury, I doclaro Iholl ho....o ellominod Ihis roturn, Including accompanying Hhtidul", and slolemenh, and 10 tho bes' of my Iinowlodge Qnd belief, 1I Is Iruo, catttlc! and complelo. I declare thut ell reul o,loto 11m be..n roported at Irue morket \lClluo. Doclaration of preparer olher than Ihe personal reprelentali\le il baled on 011 information 01 which pre parer hus ony ~nowledge. MNAfURf "0-,. Pfl{~bN'jiBrd;j~I!~.f6RTillNG-RHUji-;.f-.-----AU6R(~~ ------ DATE "C'-;;-,~" ./'5:~."i--,-:;-,' 3110 Prine" St., IIllrrlsbllrg, I'll 1711] 12-1-9/, \it,jiAju'IJ~11~",l~~'.":< 'V.~~gi:t~'i' - '--'00"'5-- . ---------- 1M1! ------)OrN~d'Ii,")stt_ 107N_'_J~0~~_~.t:.:..~_I~'E.:..l,;l)urli' I'll 17101 12-1-9/, ~ ,.-'" u.... ......u ",00 u"" ...., ... <( I.... l:lz ..... .. Q o Z UO ... fOR DATES Of DEATH AFTER 12'31191 CHECK HERE If A SPOUSAL POVER" CREDIT IS CLAIMED 0 FiiENUMBER--------- - --..-- c~ I ,( -/ S'O.3 COUNTY CODE YE~~ _. NUMBER tl' M I !Z ... Q ... U ... Q Nancy ^11I1l! Lc.!ilthn' \~(!sl. Nurs inn Ii .. _JAI~ ~~_~~;::__-_- _T~:_~~~i;~;= ~~,~~)_ ~~::,;~:: ::_~ ~~:I" c7.1ll1' SMITII, ~oti"I.!>tcuRIh' IWM8fR 172-01-5279 Hollilh. Conl.ol' lillI, I'h \7011 UI r I 2. Supplemental Return [13, 115, Remainder Return (for dolO' of death prior 10 12.13.82) Federol E,tate Tax Roturn Requirod Total Number of Safe Dopo,it BOkOl Original Rolurn [ J 40. Futur., Inlorell Compromil., (for dalol of deoth altor 12.12.82) k~ 6. Doc.odent Died h"ule XX] 7. Doc.odenl Mainlainod " li\ling TrUll (Atloc.h copy a' WillI (Allac.h copy of TruI11 ALLCORRESPONOENCE AN-O CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. :::~:;:~,,:_R""',::::::: .. ... _ .-..-..::f?~:~;i~::::'~;il 1--1 4, Umilod E.,OI. _8, z o g ::> .... 0: ~ ... .. 1. R.ol E"oloIS,h.d,l. AI ( 1) 2, S'o,k. and Bond. (Scl"d,l. BI I 21 3. Clolely Hold Stoc.~/Porlnu"hlp Inlorolt (Sc.hodulo C) 1 3) oS. MottuoolI, nnd Noll,. Rowi\loblo (Slhodulo DI ( 41 -. 5. COlh, Bon~ Dopolill & MilCellonoouI Potlonol PrapoJty1 5) _____ _.5..a.0.6 tJtJ___,_~.u. (S,h.d,l. EI 6. Jointly Ownod Property (Sc.hedulo F) 7. Trani'"'' (Sc.hedule GIISc.hodule 1I a. Totnl Gron Anell (tolallinol 1.71 Q, Funeral hponlol, Admini,tralivo CO"I, Mhcellonoou, ( Q) _~~.~3~_I.!!.9_:>_!..1!L___._ Ekpenlol (Sc.hedulo HI 10. Dob", Morlgago liabilitiol_ lionl ISchodule I) 11. 10101 Deduc.lion, ltolullinol q & 10) 12. Not Valuo 01 Ellalo lline 8 minu' Ii no 11) 13. Charitable and Gavernmontal Bequel" (Schedulo J) _! ~._~o~_Y~~o.,~~~i~.~I, ~~_ T~~.J!!~~_~!~.mJ~_~.'!~.~~l__.____..________~_____ (11) ___ 33,739,92 (121~l.ft._6.!J2,J) 3 (13) ____I",QillLJlQ (14) .__37,5,6/.5.03 ( b) ( 71 ____I,!J/.,5 7_8.2't...._~ $/110,38/,.95 I 81 (101 ______J3!I.,5.7__ (1SI ._..~.._J( ,06 1:1 z o I" :! ::> ... ~ o u )( :! 15. Amounl of lino 14 10koblo 016% rolo llnclude voluo, from Sc.hedulo K or Sc.hedulo M.) 16. Amounl of Iino 14 tOkcble at 15% roto (Includo \loluoI from Sc.hodulo K or Sthodulo M.) 17. Principal tok duo (Add lOA from Iino 15 and from line 16.) 18. Crodi" Spou,al Povorty Credit Prior Payment' + n.._ __~~~__.__ (1 B) (1q) ___2.9(i5_,_62__ lib) ~3.7..?_,~!._~ ~ _0 3 ..____x ,\5.. __!i~!3.!t.6-,-2.~_____. (171 Intorolt Diltaunt + _ 2.965,_62 Check here If you are r.queltlng 0 r.fund of your ovorpaymont, 53,381.13 (20) (20A) (20B) --5J,J.BLJ.3___. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS. YES :NO , 1, Did decedent moke 0 transfer and: 0, retain the use or income of the property transferred, ............,.......................... b, retain the right to designate who sholl use Ihe property transferred or its income, c, retain 0 reversionary interest or .................................................................... d, receive the promise for life of either poymenls, benefits or core? ....................... 2, If deoth occurred on or before December 12, 1982, did decedent within two yeors preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property wilhin one year of death without receiving adequate consideration? ...................,............................. V 3, Did decedent own on 'in trust for' bonk account at his or her deoth?.._.................., ~! --..-.-,-t".. vi vi _._,~._.t. ---, vi IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. \,.) UVltOII"""1 L SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploolo Print or !leD FilE NUMBER " ~ COMMONWf AlfH Of PlNNtlYlVANIA INHUIJANCE TAX RnURN RESIDENT DECEDfNT ESTATE OF NANCY ANNE SMITH (All prop.,ty lolntly-owned wllh 'h. Righi o. Survivorship mUll b, dlulolld on Sth,dul~ f) ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Ladios 1/. kt. Whito Go]d Diamond lUng with Flvo (5) Diamond. (500 Appraisal from Bakor [, I'dca Jowo]ors)atllchod) Llldles ]/, kt. White Gold Five (5) Stann llimaond IlIng (See Appraisal from Bakel' [, Pl'icn Jewolers) 1.750,00 $ 700.00 2, 3. Ladlos 11, kt. Whlto Gold Diamond Ring with Flva (5) Diamond (See Appraisal horn I\akor [, Pdce Jowelors) 3,300,00 I" Refllnd of Loade,' Nursing lio Rehab, Center Wost from Plltlent t s Fund 56./,1 TOTAL AI.o ontor on lino 5. Roco S 5 806.1i1 (Alloth additional nv,H )C II" ,huh H mo,e 'pote Ii needlld.) 11\<1'"11'1'111 "~'.l'}'r,, .:.'~i/!J~ rOMMQtn....r A'lIt or nNH~H\..t~IA IHUUIT"Uct 1") MIIU'" _.+W,I~~Dr~lL~l!~(~~H~1 .. tSTATE"6F SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploa.o Pllnl or Ty"o "-,-,-,~~.--'-~..-.-... '-..c-__'-~,.... '--",c'-'--'--"-'--~"'~lFjt[Nlf;JilER=~'-='- --.-. - ..... .- NANCY ANNE SM]TH . _.I ITEM NUMBER ----.".-- -_._-,------~,--~-----. A. Funoral E."on.o" I. 2. B, I. /, DESCRIPTION Fncklcr-Wludcmlln ~'lInol'nl 1I0mo (F1owor Ill] 1) ~'ncklcr-Wlodcmlln Funorul 110100 (Homol'ln I) Admlnl.tratlvo Co.'" Oil VOl' IIllrlmlln, Exocutol' Pouonnl Roprcuonloliva Cornmluions 19S -- 07 7SSS Social Sccurily Number of Porsonal Rl~pres.cnlotiva: . u~_..__._~____.,.___~ _"._a_.._.,__',,__," VcnrCamml..ion. poidJ.l2 -.~_19.%___: $IO,260,O(l 1/2 -- 1995 c $IO.2hO,OO Allornoy fuc. John A, Uno, Esqulrn (Attornny J.[), 017(l9) 3. Fomily E,xcmplion Clairnant.un ~_ ,I, C. I. /, 3. ,\, 5, 6, 7, 8, Relation.hlp ..._ __m_ _.. ,.._ ..__,___ _-' ,.n,~.___ /1,ddroS$ of Cloim.."'\1 ot dccodcnll, dt!Oth 51reel Addro.. " City __,.. . _ ____..Sloto ___, _.. Zip Codo..,.., Probole Feol Cumberland Co, HllllJsUH' of Wills Mlsc"lIanoous Expo"soSl CUllllll!l']illlll Lilw .Ioul'no.! (1':';\,;11" Ad) f'll'lroWesl Edition of Potriot tJ"ws (E';lilt'l! A,I) S"nlll L. l'llnn"ogh (Wilr",ss F"o) Cumb"rland Co. Hellist'''' of Wills (Short C"rtificatn) Bil''U~r h Fl"iCt~ .Tc\o,'l'dors (.}owel t.y AppriilslIl) llauphin lll'poslt IIllnk I. Trust Compilny (Trlls!.'", Fee) CUlllhnl'land c.ounty UOllhter of Wills (Filing !,,,,, for UO]'''15'''') IJlluphin Dllpos!t. Bank I. Trust Co, (Fln;d Tn";!.on Fnu) AMOUNT $ 83,50 102,00 $20,520.00 U 1,7.0R.OO 90.00 1.0, (jO fJZ. (j:J 50,00 :i.OO 35.00 687.20 2/,.00 500.00 TOTAL lAlla p.nlnr on lino 9, Recupilulolion) IS 13,1.05.35 _______________-1__ (If moro spoco is noodod, insert additional shoots of somo sho.) Hilda Rickard. a/k/a Hilda E. Stine Deceased 3-25-92 (Note: I,arge American ClIt Diamond Hinl: addc.! \'0 the l:C/;!illlg.) !loslllie Johnson Deceased (Note: 1,01' r'! Diamond !linn added t'?_ the_E,,"i~_,!~ )--,- - -...------..1.- :Ilctty Oliver Wlfa of Nephew, ! 21.8 Clark Street, l.emoyne, 1'A 170/1~_. __.'___. ~p.en<:'!X_Q..lj..Y_l!x..J...2.mlll1_.Jli,m~_oJ1~_J: (lIarry E. Hibberd) &(1,illY Hibberd) Dec'd, 5-85 ) pec'd, 12/81" I\I'oth"l' [. .,_---- ...-J..~!'.:.__1?QQ...~e~st addcd J:..~E.!'_~_~~\_\!,~,L_.. ..,...___.. SislCl'- i n- L",' 5, Nancy Shumnker Hughes ._ _______ .__.66J,_~..~,...bl',(~<;;~lg-!~L'-', .1,i_~_tl.,!~,~n)_l~()J.()..,8.()120._..., . Fri!",d 6, Hildn IUckllrd Deceased 3-25-92 Niece ___,____" _ ..__ttt'!\'!!.L....$f-,.?_9,L_'-'1'.',\ _lj_l, ..s.h,,!!:e..,~L!:<:,,,i1':',<:,i1~_d._~d. b.~~:k,..~Il,~.? .:~::_!,~~I~________. (!liChil1.~d 1" Johnson; f. (Rosalie ,Johnson \ I . Dcc'd. 8-1/,-91 .. .llec'd, -' Friends (Note: $2.500 bO'1\1e:.;\' ,1nd III, share of resi dlle added back into resin,,,, '-----.~I1\::;~;:::Jj;"',tT::,:;;; ,':;in,~;f"< ,'''' "" '\";rli ;;,;' ,,,,'S} i~G:, bO:~:;;::,' ----- CON1'muErJl~JlY1"I'AG1F::: - - - - -- - - - - - - - - - - :-:---=-:-: -:::-:-:.:-:-::-:'::--:-:-::--:-:-::-::-::-:-:-:-:-:": :':'." - ._--_.-.__..,----_._._.._~_._-_.- -------- " I~t~ (OMMOIIWI-'llll 01 ,fWj~I\~.tjlt Itllll.Il,UlCIIU,'IIUltI =_u.. ._... __._~,. _~1~I.ll_!~~~~~~~~~~-:-....,..--;,---,-: ;';':;~:-"'_':c:.-.:;.~_ ISTAiroT tlV,UUU.II"1 tHM IWMlllR I. 2, 3, I,. IlEIoI NUMIlER .4__............- SCHEDULE J BENEFICIARIES ....-------.--...- .. ._n"_'''_'~'' ... .' _.._.._.__... - >.. :::'~-_:_~;:.:_;.-::;o.;.~::c..:;~=.=_-::== IIU rWMllIR NAllCY Alllm :a'11 'I'll . ----;j~~:~-~;j-~~:Il-~~ss':: -~-I~j~;IC;~RY R II A ;I:;~~~_]-~~~/R\~~ :~ls~~~~~ --_.~-----_..---_.--_._----------- ------ ", A. lo)'..oble Ilequelll: Nlec!! - .__.__~_ ____0 Friend ,,500,00 beqllo';1 7, NAME AND ADDRESS Of IIE11EFICIARY AMOUNT OR SHAR[ Of ES1AH . '_'_~ __.~___.._._._u~_..__~~.____.~_. ._.o,~...__~.__.__~_.---:_ --....." ~ ..~-.---_.-.-_.. ~..~-- ..-...-- -----....---.-..--~~------.--~-. n. Churiloblc onu GOvNllltl(lnlOI 6oclul'lh Lako~ddo Luthf.'r;m Chu1."ch ').II~) Divi!')ioll St, I IInrri~;hurg) PA 171:: ~,l ,000 ht~(!\I'_~:i\' , . ... 1_ - --...--- -..-...------. -----------.. ..---- -.. ------------,-------- - ---.--J..-----......- --..-------~~TAl C~~ARll/~lIl[ AI-JD GOV[I~HM[I~lAl n[CHJ[!"JT~, l^ho cn!(If onlilll'! l:J.I~cCf1fJillJluliolll S 1,000.00 .~..._. .- -.-----...----------.----------.--.- .__._.._._--~.-_.__. .....~_. -- - ------..-- .----..~------ -(if mo,l' ~p(lCl~ h IIIIUdocl, inu:rl fldtliliulIUllohcl'h 01 lnnw loixu) SCllllDUJ,E J - - llImIlFICIAHm~ (cont I d, ) ITEM NO, IlIlLA'l'IONSHII' AMT. OH SIlAHE OJI IlS'I'A'1'E ," 9, Oliver Hartman and Hary Hartman 3110 Princc Stract I'axtllng, PA 17111 $2,500 bequcst and 1/2 of rcsidue Nophnw and his wlfa NOTE: Items in Hemorandum of Will woredistdhlltcd prior tothc death of thedecodenl. f!lJ~(.te'i (f/ f!lJltioe .JI~\VI~IJBllS - Since W3l) - 1 ~~ Slrowborry Sqlloro . Harrisburg, I'A 17\01 Phono 232.0426 . October 6. ]99/, Estate of Nancy Smith The following ~s On appraisal for the article of jewelry presented to our store. Ladies Diamond Ring of 14kt White Cold with stone is cut round, Color is CH, Clarity is six (6) Side Diamonds. .015ct each. The r.eplacement vallie wo~ld beWOO~llot inclllding PA State Sales TllX. DlIe to fluctuation in I'riccs ofimetRls and gem stonest the above figures represent our best estimatc ot cllrrent replllcemellt values. seven (7) Diamonds, S12, Carat we~ght is The center . 33ct. with We hope this sllpplies all the necessary illformlltion and thank YOll for allowing liS to be of service. Sincerely, Baker & I'rice Jewelers 4tJ4.i~ by- '/ ,. : [I] fJJ at-eli, (f/ [ffJltice .J I~ \V n 1..1 I~ I ~'" - Slllcc 11):11) - 144 Slrowborry SlJuafu . Ilorrlsburg, pA 17\01 . Phono 232.0425 Octuber hi J991. liatllto of Nancy Smith 1bo following is an IIppraisal for thu nrticluof jewelry presentod to ollr stora. I.ndies 14kt Whi,to Gold l'ivu (5) Stone IHnmond Ring, Ilollnd, Color is Gilt Clllrity is 51 , Cnrllt Weight is dimnondll arc .03 ellch. Totlll weidit ill ,12ct. Samu center fitone. Centur ,SOct, clarity Stone. Cllt is FOllr (4) side llnd color as Thu present rUJllacumunt vnllle wOllld b.t $1750~O} not including I'A Stlltu ~1I1es tllX, Duu to flllctllntion in prices of UiiHII1Hlll1d gem stonus, the ,1bovr. figllres rcprU6cIlt our boat cHtimutc nt current replacement values. We hope thill slIppliull nIl tltu nucussnry information and tllllnk YOll for nllowing us to be DC service. Sinceruly, Bilker' I'rice Jewclurs / ~;';' ~' /.~} " ,.0--::: ... .J<....-c (C, 1 by - : ~ D Dauphin Deposit Bank and Trust Company MAIN orner: 213 MARKET sturn, HAnfUSlluno. f1UmSVlVANIA 17t01 111 25~.~121 Decedent Confirmation Noma: Nancy A. Smi t h Social Security No.: 172-01-5279 Oat e of Deat h (ODD): 09/03/94 Account No. 1104823406 ---------- --- ----------- --------- --------------- ---------------- ------.-.... Type Date Opened or Issued Grantor Trust ------------------------ ------------------------ ----------------------....- 04/20/07 - -----.......---------....------ --. .....-_. ._------- .~-------- ------------------------ Dote Closed or Matured ~ _______ ~...___ n_ ......_____ __ ______..~..________________ ______________________....... Date of Dellth Balance $401 ,513.00 (I~arket Value) ------.. ----------------- -_.~ --........ --_..........- ------- --- ........ ---- -------- ---- ---.--.... PLUS DlIte of Death Income Bo 1 . ~;3 J 064, 74 (~larket Value) ....__............_.....____ - ._____.._____ _____..__.____m ___ _________ ________________________ Joint Ot'lllers ( i f any) None - -- -----_.~ ---- --- -.-- - -,-- -- -- ----- -------- ----- -- -------------....-.. -- - ---- Date of Joint Ot'Iner-shi p ----------.....-.---..------- -------..----------.------ ------------------------ _._.. .Oh._ _________ _ ~.. __._ _._.'M.___ _.. ..__..__._ _.._._._ _ n____.___.__________..____.._._ ------ -----..------..- .....-- Special Comments: N/A Addltional tn(ormAtlon aval1.\blo at ,~O.OO pAl' hour. Dno flOur m;ntmum. On te Prepared: Oc tober 12, 1994 Prepared by: Clle,'yl A, Bowers Customer Management Information Dapt. (011) Telephone No. (717) 255-2054 Page 1 of 1 Form OO-O~O-216 (REV 7/93) I FIRST AMENDMENT TO REVOCABLE LIVING TRUST Dated April 28, 1987 by and between NANCY A, SMITH and DAUPHIN DEPOSIT BANK AND TRUST COMPANY TRUSTEE .Ln cnt! t!Vt:IIL L.UdL Lilt::! U.L.U ...u____ - ~",)."., 'Paragraph of said Trust Agreement (attached hereto and "l'" "', incorporated'ss Exhibit "A") is hereby revoked. " .f vocilbleLiving Trust, dated April 28, 1987, by :r.\'.-,' SMITH and DAUPHIN DEPOSIT B/:-lK AND TRUST COMPANY, Trustee, In its place the following provisions are inserted and incorporated in lieu thereof: SECOND: Dispositive Provisions After My Death - Upon my death while the trust continues, the Trustee shall pay the then remaining principal and income as follows: (A) Trustee is to transfer suffici.~nt funds to the Executor to satisfy the specific monetary b~quests outlined on Page 2 of my Will (attached hereto and incorporated as Exhibit "B"), beginning with Paragraph 7 and ending with Paragraph 13, (B) In addition, Trustee is also to provide the Executor with sufficient funds to pay all taxes, funeral expenses, and administrative expenses relative to my probate estate. (C) All the remaining principal is to be divided into four (4) shares and distributed to the following: 1. One share to RICl~RD L, JOHNSON (nephew) and his wife ROSALIE JOHNSON, or to the survivor, if living, 2. One share to BETTY OLIVER (niece) and her husband, SPENCER JOHN OLIVER, or to the survivor. if living. 3. One share to HILDA RICKARD (niece), if living. 4. One share to OLIVER liAR~~ and his wife. MARY HART~~, or to the survivor, if living. ALL THE RE~~INING PROVISIONS of said Trust Agreement, dated April 28, are republished and incorporated by reference. l-....:'. , , ' , , '.. WITNESS: ---e. ,-Q ./ ./ V'" ,0 ~~~ The foregoing amendment is hereby accepted. Executed on M 2-7 ' 1987, DAUPHIN DEPOSIT BANK AND TRUST CONPANY BY: --I!.v'!::::f tJ. ~~ ( Ti t 1 e) U-'-t....'- Q" ,I . d.L'd:., COMMONlVEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) On this () 1 day of~.9- 1987, before me, a notary public in and for the said CommonwealtK and County, personally appeared NANCY A. SMITH, kno\~ to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing instrument and acknowledged that she executed the same for the purposes therein contained. WITNESS my hand nnd notarial seal, ~~K;~~d~t'~cJ.~ N t -y 'ub ic My commission expires: (SEAL) MARl Mill AlIOERIOI', II01MI PUBLIC "A~R1SBURG, D^UPIIII' CGUIIII MI CO/lMISSIOlj EXrIF.!S ocr, 30, IBBO Mfmbtt. Pfnns)'lvJnil Anociaucn 01 IIol:IU' ( REVOCABLE LIVING TRUST by and between NANCY A, SHlTlI Seltlor and DAUPHIN DEPOSIT BANK AND TRUST COMPANY TRUSTEE , . f.- D Dauphin Deposit Bank and Trust Company Member rOlc. I IlAlley A, SHITII (Sellin,) 01 lIanlllbllrll, I'A \ ' I, ___~_______________ .....- .u"'__. __ _'_.__.__ .____-._ -.----..-.......'- _.'- _.___,....__4 helChy l,nn510r 10 DlIllphll' Doposll Blink und lllJ51 Company (ho,cinaller called tho Trusteo), a Ponn!iylvnllin bank nnd 1ru5t company, the 1~loPOlty described III the nllached Schedllle, to he held In TI1l5t as lollows' FIHST: Olsposlllvo Provisions For My Ilenolll - DUling my IIfotlmo: A, All of tho not incomo shallbu paid 10 mo 01 least qualte,ly 01 sholl be pnld or nCCUlIlll- loted and addod 10 principal, os I may dllect in writing; B. As much of tho principal as IIll1lY from tlmo to tlmo request In wrlllng sholl bo paid to me, or !IS I may olherwlso dllect; C, If, in tho Trustoe's opinion, I am at any tlmo lInablo to oct or 10 apply the payments 10 my own best Interost and 1111vantage, the TrusteD may apply directly for my benefit os much of the income and/or principal os the TrusteD muy, from time 10 time, deem appro. priolO for (my ) welfare, comfort, support or emorgency needs and may add 10 prlncl. pal as much of Iho Incomo as the Trustee deems advisable, 0, Trllslee shall keep Irue and correct books of accollnl, which books of account shall at all reasonable time bo open to the inspection of Sotllor or his duly appoinled representa- tive, Truslee shall also quarlorly render Settlor a detailed statemenl showing all receipts and dlsbursemenls on account of tho Irust estate und the nUlI1ner and form In which Iho Irusl estate 15 invested atlhe time of Ihe rendition of such statemont. SECOND: Olsposlllva Provisions Aller My Death-Upon my death while the trust continuos, tho Trustee sholl pay the then,remalning principal and income 10 m~' Executor or Administra- tor for dlsposlllon as part of my est ale, THIRD: Right to Rllvoke and Amend: I reservo the right to revoko or amond 11115 trust, In wholo or in part, at any time and from tlmo to time by an Instrumont In writing, dollvorod to Iho Trustee and Intendod to take ellect during my IIfellme; except Ihal Ihe duties, powers and liabilities of the Trustee shall not bo changed wllholJtlts written consent. The Trusteo resorvos the right, at any time upon thirty (30) days advance written notice to me, to resign the trusl and deliver the Irust estate 10 me, aller deducting therefrom its fees and any oxpenses then due and payable, , ' FOURTH: Additions to Trust: SubJecl to the approval of the Trustee, either lor any other entity may add property, real and personal, 10 the principal of this trust. FIFTH: Tnlslce's Powcrs: In addition 10 Ihe powers granted by law, my Trustee shall havulhe fOllowing discretionary powers, applicable to principal and Income, which shall be exercls. able without leave of court and shall continue until distribution Is actually made: A, To accept and retain any or all property, including stock or olher securities of Ihe Trustee or of a holding company controlling Iho Trustee; B, To Invest In all forms of proporty (inclUding, bul not by way of IImltallon, roal estate, alllypes of slocks, bonds, options, and participations In common Irust lunda and money marllOt funds); wl1l10ul being confined to inveslmenls proscribed by statute and without being roqulred to diversify; C, To buy Inveslmenls at a premium or discount; D, To hold property unregistered or in Ihe name of a nominee; E. To give proxies, both ministorlal and discretionary; F, To compromise claims; G. To loin In any merger, consolidation, reorganization, voting trust plan, or other con. certed acllon of security holders, and to delegale discretionary duties with respect theroto; H, To borrow from ,Dauphin Deposll Bank and Trust Company or from others, and to pledge repl or personal property as security therefor; to loan cash or securities upon such terms and conditions as trustees deem approprlnte, I. To sell al public or private sale for cnsh or credlt.or partly for each, 10 exchange, 10 im. prove, or to lease for any period of lime, any ronl or personnl property; and to give opllons f...,. r'1lnco n...,.h:u,nDI:: n(. l"rl~n~ , , ( SCHEDULE OF PROPERTY Referred to In the annexed Deed of Trust dnled from Nancy A, Smith Company. Trustee April 28 , 1987 , to Dauphin Deposit Bank and Trust "SEE RECEIPT NOS. 2619t 2620t 2621 ATTACHED" '/ :)!;r~ :"~.4'd!,';' j",:~;:'Il.", I~'''. .::t~~.\ "lli::U.lj jo'.::' i!.',"\i ,: ~;t!r.:~: ""I' ~:.: ',:. I ;:l,i . M :.' :.' 'l " ';" :i-: ,:~, . " " , '. ~.' . ... . ~. LAST WILL AND TESTM1ENT OF NANCY ANNE SMITH I. NANCY ANNE SMITH. of the City of Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do make, utter, and publish this my Last Will and Testament. hereby revoking all former Wills by me heretofore made. 1. I order n!~d di.rect that nll. my just deb'ts, mortgages, and funeral expenses, including inheritance taxes of all type whatsoever, be fully paid and satisfied by my Executor hereinafter named, as soon as may be convenient after my decease. 2, I give and bequeath my large American cut diamond ring to my niece, HILDA RIC1<ARD. of Lower, Allen Township. Cumberland County. Pennsylvania, 3, I give and bequeath my large diamond ring to ROSALIE JOHNSON, of Louisville, Kentucky, 4. I give and bequeath my small dia~ond ring to my niece. BETTY OLIVER, of Lemoyne. Cumberland County. Pennsylvania. 5, I give and bequeath all my jewelry, household goods, clothing, and personal effects in such ~I6Y and proportions as are set forth in a Memorandum which I shall leave with this my Last Will and Tes tament. I give and bequeath all of the jewelry, household goods, clothing and personal effects not speci.fically Ret forth in the Memorandum above referred to unto my residuary legatees. In the event that they arc unable to agree mutually upon an amicable division ~f my said household goods, jewelry, clothing and other personal effects as herein bequeathed, I hereby authorize, .' . , , " ..... '. . order and direct my Executor to make such division thereof, as he, in his sole discretion, deems just and proper. 6, I specifically request that there be no public sale or auctions held with regard to the above items. and that they be disposed of, if necessary. by private sale. 7, I give and bequeath the sum of Five Hundred ($500.00) Dollars to my brother. HARl,Y E, HIBBERD and LILLY HIBBERD. his wife, or their survivor, of London England, If they should both predecease me, then this share shalt be added to the residue, 8, I give and bequellth the sum of Five Hundred ($500,00) Dollars to NANCY SHU~IAKERHUGHES, or her survivor, of Denver, Colorado. If she should predecease me, then this share sha 11 be added to the residue. 9, I give and bequeath the sum of TlVO Thousand Five Hundred ($2,500,00) Do lIars to HILDA RICKli.RD. of Lower Allen Township, Cumberland County, Pennsylvania, 10, I give and bequeath the sum of Two Thousand' Five Hundred ($2,500.00) Dollars to RICHARD L _ JOHNSON ,1nd ROSALIE JOHNSON, his wife. or their survivor,of Louisville, Kentucky, If they both should predecease me. then this share sh.111 be added tCf the resi.due. 11, I give and bequellth tho sum of Two .Thouslmd Five Hundred ($2,500,00) Dollars to SPENCER JOHN OLIVER and BETTY OLIVER, his wife, or their survivor, of Lemoyne. Cumberland County, Pennsylvania. If they both should predecease me, then this share shall be added to the residue. 12. I give and bequeath the sum.of Two Thousand Five Hundred ($2,500.00) bollars to OLIVER IlARTl'IAN and NARY HART!'IAN, his wife, or their survivor. of the Borough of Paxtang, Dauphin County. Pennsylvania. If they both should predecease me ,then this share shall be added to the residue. 13. .1 give and bequeath the sum of of One Thousand ($1,000,00) Dollars to LAKESIDE LUTHERAN CHURCH, of Han:isb,urg. Dauphin County, Pennsylvania, its successors and assigns, ',:,' .. , '," . ,~ . 14. All the rest, rcsidue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, of which I shall die seized and possessed, or to Which I .shall be entitled at the time of my decease, shall be divided into four (4) equal shares or portions, and I hereby give, devise, and bequeath the same as fol1o~ls, to l;it: A, One share to the aforesaid RICHARD L. JOHNSON and ROSALIE JOHHSON, his wife, or their survivor, If they should both pred'ecease me, then this share shall be added to the residue, B, One share thereof to the aforesaid SPENCER JOHN OLIVER and BETTY OLIVER, his>wife, or their survivor, If they should both predecease me. then this share shall b~ added to the residue. C. One share thereof to the af?resaid HILDA RICKARD, or her survivor, If she should predecease me, then this share shall be added to the residue, D. One share thereof to the aforesaid OLIVER HARTl1AN and MARY HARTHAH, his wife, or their survivor, Ifthsy both should predecease Me. then this share shall be added to the residue, 15,1 nominate. constitute and appoint the aforesaid OLIVER HARTMAN, Executor of this my Last Hill and Testament, to serve I~ithout bond of any type whatsoever. <4'.... - . , , " In the event that the. said .OLIVER HARTMAN should predecease me, or be unable to serve for llny r.eason whatlloever. I nominate, constitute and appoint DAUPHIN DEPOSIT BANK & TRUST COl1PANY, of Harrisburg, Dauphin County, Pennsylvania, Executor of this my Last Will and Testament, to serve ,qithout bond of any type whatsoever, 16, I direct that my Executor shall serve as Guard:i.an of the estates of any minor beneficiaries, to serve w~thout bond of any type whatsoever, .I IN lVITNESS WHEREOF. I have to this myLastlVill and Testament, set my hand and seal at the end. hereof this of ~a~../..e--z../" 1984. Signed, sealed, published and declared by NANCY ANNE SMITH, the above named Testatrix,as and for ..: her Last lVill and Testament, in our: presence, who, in.her presence. : at her request, and in the presence: of each other. have subscribed our names tt~stin~itnesses, ,:~l )~--." day 'j .' , . " ',V, ,;'. ",J.-l :'lC " ;t. n. r c;,J-1n,J, ,( f'" 'NANCY ANNE SHITH /' - 4 - ... "~;;;if1;r: .i ',''-'' " :. .. (SEAL) . .., ,~. . , ' M E M 0 RAN D, U M LAST WILL AND TESTAMENT,OF NANCY ANNE SMITH Yellow Chair to BETTY OLIVER, China to HILDA RICKARD. . I Grandfather Clock to HILDA RICKARD, . Fur Mink Jacket toMARY~RTMAN. Green Rug to OLIVER HARTMAN; p , ........ .... '..:>-;,:/"::'" . " , I! J I r I r ." ' I L/-jC'J!Y-1 'I . ~V-l&07 EX AFP 112-941_ V R~OH"ONWrAl III or P[NNSYlVANIA '.. D[PAATHINT Of- IlIVLHU[ BUREAU or INDIVIDUAL TA')([5 ;, '.. ' Drp,. leabOI tIAAR!SIlUAQ, PA 11118-0601 ~.. ACN I 0 I Q,II/ 0/ INHERITANCE TAX STATEMENT OF ACCOUNT DATE 05-08-95 ESTATE OF SMITH DATE OF DEATH 09-03-94 NOTE I i NANCY A FILE NO. 21 94-0803 COUNTV CUM8ERLANO TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TIlE UPPER PORTION OF THIS FDRH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AHD REHIT PAYHENT TO, , JOHN A ROE ESQ 107 N FRONT ST HBG PA 17101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Anount R.Mitt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ R-E-V:i&O-j-EX--AFP--ii2-:94i-------...--fNHiERIr-ANCE--TAX--STA-fEHE-NT-O-F-AC-COUN-f--.-..--------------------- ESTATE OF SMITH NANCY A FILE NO.21 94-0803 ACN 101 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE 05-08-95 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 02-06-95 PRINCIPAL TAX DUE, 56.346,75 PAYMENTS ITAX CREDITS), PAYMENT DATE 12-01-94 04-19-95 RECEIPT NUMBER MM913239 AA023069 DISCOUNT 1+1 INTEREST I-I 2.809,53 ,DO AMOUNT PAID 53.381.13 156.09 In ':' ,~-r "J. TOTAL TAX CREDIT BALANCE OF TAX DUEl .00 I",' '.' 56.346.75 t'-- INTEREST ,00 ,00 TOTAL DUE . IF PAID'AFTER THIS DATE. SEE REVERSE -':"'H "X ',;.;- SIDE ~R CALCULATION O~:fe9ITIDNAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR), YOU HAY B~ DIIE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR It:STRUCTlONS, ) .~, ~.. '. ...,." REV-1547 EX AFP (12-941* (DHHDtI."llll Dr 1'["tI'YlVA"IA . P[PMUHttl1 or N[V[tlU( . . 1- !tURUII or JlmlVIVUM TuLS , ' . ~.., ll(f't. i.'~OLCl IIAhNlbl\URC, l'A l1ut.u,Ol ll!I'.... 'f~m-n ----- l1'I\1fCY--==;'= DATE OF DEATH 09-03-94 ACN 101 NOTlCC or ItlllCRIHNCC, nx AI'I'RAISCHEllT, ALLOW^,ICE OR IlISALLOWANCC OF llEllUr.TIOflS AND ASSESSHEltT OF nx DATE 0/,-05-95 2'1='iFo-01i3 CUI1UERLAtID -~ FILE NO. coUNTY NOH 1 TO ItISURE I'ROI'ER CRCDIT HI VOUR A[COUNT. sUnHIT TlIC UI'I'CR 1'0RTlON or TillS rORH WITII VOUR TAX "AYHEltT TO TlIC llCOISTER or WILLS, HM:!: CIIECr. I'A\'I.nu TO "IlCGISTER or llILLS, AGEllT" REMIT PAYMENT TO: JolHl A ROE ESQ 10-' tl FllOllT ST I1nG REGISTER OF WILLS CUMUERLAtlD CO COURT 110USE CARLISLE, PA 17013 I'A 17101 CUT ALOHG THIS LItlE .... RETAIN LOWER p~~J_~~~_!.~R YOUR \==;A"Ounl Ro"lIl~ L-1i. /.s~,o1 _-.-J RECORDS _ ~~~_._-_.-----_._- \1 1\ r 'oj ", .. d. II'r"'>;.;' , ."'\. "1. " ',- ---- ". -;-::_:-"'7.....~-4.~ 4J7"'.~r .. to..:. . , ;' I I .... '"". ..--....- ." ---. --,,,,,',,-',,'-.-,"-,,'.' -"""'_"'R~....~,..,,,~",,,,..,.,...,,..,:-,,,,,:-,,,,--,:-'J " .-;; , " '1 ~ ;'" ..- ,Q f~- '. , I" , . -,~ \ -- -, -,.j'. I , .1 I I, , ,. :r .. , . ~ f " " " . , . 'l I ,', , .. j .. ,." , J " "-,':'i . " .,-... ..,......."".,..,.-- ..' ~-- "; ...----.. ----.-.--.~.-..~..a:>4."'P'IiI .~~l',- fU-' '-",.-.. \. ~>,;_,,;,~;~~~~~~k~~~:izj~~~~~"~~~;;;'~~?1~';~~~~:<',~~~-"-~-, ~iIN_":i..""~,,...~"4~-_'.,,:;;C_-"':\'t t j-' . . , 'r:/( /~ 9,j' gO,3 1ft! /"P;1e"j' '?! : ~2:: - -~ - --- .'(-i-- :. . ..___-.... ._~_ '""U\ ..,.-. -...."..,--.,..... ..~ . ,. " ,_, ,"'".",-__"..".'6_"._ '"" ._-,,,,"_~~\c___~, .--<-<..,,- JOHN AI.EXANI>ER ROE AT1URNEY.AT.LAW 107 N. FRONT STREET HARRISIIURG, PENNSYI.\\\NIA 17101 ~:-J~' ., " -. -, /J.:... . -'- REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE Carlisle, PA 17013 . - 1",111."111.,.,,,11,,11.1..1.1 1.1111111111,1111,1111,1,1.,1,1,11.,1 I"h'~'""'--~"-'--'~-'-""'-' '-..-------""""':"'-'-~.\_-'">._,...,~_.-~"~~-.~.-,......""''''''''~- ",..; .-I'4~~--"'~7""" . r- , . ,1 / I ",If...' '.. ,'. /_ 1 .. ~. . 'ft. i ~ I ;.. ~ .1 .' t -. . ~I-.,,; .'\ "'f$i i ,~ . .:f:' " ;: I" . -'~ .t ~ t 1 " - -.... --'''.- '~.'- .'" ...-.- .~. ""~,_ --"""<0.- __ .___,. "-----' h~~H .. _ b: .I:'t-~....,. -..~ .1- .. 1 " . I ,JOliN ,\I.EXANUEIt IU)E AnllIINE\'-A1-IA\\' 1117 N, )'HON r Sl\ll'/,T IIAHIIISIlUIIO, I'ENNS\'I.\I,\NI,\17101 -, I ()f ('olln\('1 (i~'\..).'\" \\" ~kN-l.' kkl'llIlIR' 1717) ~.\K<~;'1I1 "1', lit\ (7171 ~,14,lh1U 11I11;W ,'I) ";9 '1_' '. April 19t 19€~", ;,'11 PA Register of Wills Of fica CUMBERLAND COUNTY COURTHOUSE Carlisle, I'A 17013 Re: ESTATE OF NANCY A. SMITH File No, 21-94-0803 Dear Sir/Madllml Enclosed please find a paymant of $156.09 for PA Inharitance Tax in the above referenced estate. I have enclosed a self-addressedt stamped envelope for your convanlaoce to return the official recelpt(s) for slime. 'rhank YOll for your considarlltlon in this matter, JARljlp }Jnc rely, i' rwV-- I ,- 11 '----:)0 n A, Roe Enclosures .,,.:t~~!,:~~~;,:'t~N:;f0,~:\ti-'~j~(;__.,.'~ _, ,;"" c-; , , :-;"-':'/':"';,'.>. JOHN ALEXANDER ROE '{;'r;'-, -, ",: ATTORNEY.AT.LAW \'-"'-',':__ 'c''- """ ,107N,FRONTSTRBBT ~~ - :":,-""""\(""",,,,:~,;.:....:,,...-.t.. ; ",' '", ."'" , ' . '--~;" -.i ;:_ '; ,',.;HARRISBURO"PBNNSYLVANIA 17101, :It:\~ ~jE;1!E/',,~~~~-~;~:j8:'Wli' _. , .'-~-rd'qlr"5'O~\":'~l' -::"~" -:,'->.' 7~ '_/,:,: ;'~/: ,:;:t ; ',,' ! ~".';-;"'~ "~" ':-::..'::,i,-.':}:' ,. .~;ri~~i:~~i:;;~~~\~~ RELEASE KNOW ALL MEN BY THESE PRESENTS, that we, of LAKESIDE LUTHERAN CHURCH, of Harrisburgt Pennsylvllniat as one of the beneficiaries In the ESTATE OF NANCY A. SMITH, late of Camp Hill Borought Cumberland County, Pennsylvania, who diad testllte on September 3, 1991., and whose LllSt Will and Testament dllted December 26, 1984, WllS duly probllted in the Office of the Reglstor of Wills of Cumberlllnd COllnty on September 21, 1994, to No, 1994-00803, DO HEREBY: I, Acknowledga the receipt of the slim of One Thousand ($1,000.00) Dollars as payment In full of the beqllest in Paragraph No. 13 of the aforesaid Will llnd of and from THE ESTATE OF NANCY A. SMITH, DECEASED, and OLIVER HARTMAN, EXECUTOR OF THE ESTATE OF NANCY A, SMITH, DECEASED; 2. Release and forever dischllrge the ESTATE OF NANCY A. SMITH, DECEASED, llnd OLIVER I~RTHAN, EXECUTOR OF THE ESTATE OF NANCY A, SMITH, of and from llny all payments, accollnts, reckonings, clllims, and demands whatsoever, This instrument shall bo leglllly binding upon the Sllccossors and assigns of LAKESIDE LUTHERAN CHURCH, 1/ IN WITNESS WHEREOF, we have hereunto set ollr hands and seal this .!.J..::: day of October, 1994. WITNESS: By: \ Title: \. i'- .... I. .' \-'<, .,-1 , .- Fed. I. D. II - f., - ~)-" s-/() \:' RELEASE 'l' ,'\1 21 WHEREAS, Dauphin Deposit Bank and Trust Company of Ilarrlsbtlrg, I'ennsylvanla, is the duly appointed Trustee under Agreement witK:Nancy A. Smith of Cumberland COllnty, I'ennsylvania; and WHEREAS, Nancy A. Smith died September 3, 1994; and WHEREAS. the said Trustee has submitted to the said Oliver Hartman and Mary Hartman, beneficiaries per I'llragraph Second (c) 4 of the Trust Docwnent, an account of its Trusteeship, which has been examined and approved by the said Oliver Hartman and Mary Hllrtman; and WHEREAS, in order to save the expense and delay incident to filing said account in the Orphans' Court Division of the Court of Common Pleas of Cumberland County and having the same confirmed, the said Oliver Hartman and Mllry Hartman have requested the Trllstee to make settlement with them at once, AND TIlEREFORE KNOW ALL MEN BY THESE PRESENTS that we, the said Oliver Hartman and Mary Hal'tman have this day had and received of and from Dauphin Deposit Bank and Trust Compllny, Trllstee as aforesaid, the sum of Fifty Two Thousand One Hundred Nineteen Dollars and Twenty Nine Cents ($52,119.29) in cash and In full settlement and satisfaction of all such sum or sums of money as are due liS by reason of sllid Trus tees hip , and THEREFORE WE DO BY THESE PRESENTS remise, relellse, qllit-claim llnd forever discharge the said Dallphin Deposit Bank and Trust Company, its sllccessors and assigns, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or of and from all other acts, mlltters, and things whatsoever including gross negligence, to the dllY of the date hereof. IN W!'ES~ day of ,5/ '7 WITNESS: ~)'I:~ 1/611-1' A WHEREOF, we have herclInto set our hands and seals this , 1995. /.;L lc--,j",' n;; do.:.. /" /----;;;---..... (4~<,y'_, ~:'~,.,.;,/;. Oliver Hartman i{)-tu't--;Nl~ - ;1tr.t.-tA'p 'Y!.(r::U;C;:nd~ ~ Mary H;{'rtman JJj. .. 1"""'1 - COMMONWEALTH OF I'ENNSYLVANIA COUNTY OF/~c(t''-I"I), ,') ) ) ) SS: On this, the o~ day of /)7.4 L/ , 1995, before me, a Notary I'ubllc in and for said State and COllnty, personally llppeared Oliver Hartman, known to me (or__satisfactorily proven) to ba the person whose nllme is subscribed to the foregoing Receipt and Release and acknowledged that he executed the same for the purposes therein contllined and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. ..~/ {. ,(,' " '-//f Notary Public (J ~ . .;/, .. \ . .Lf..U;, L My Commission Expires: COl(f:N /1~j{~I:~,~;_t;, E~"ll IL;;,i: ~': r:; '/,'" ". . "'?r.l! PIJ~~;C M;('jIIY"i\~; ,',,' l: _.~__+.. t," L1f'~ . - '.:7 (,; - f,';. [>-/0 ,!1..,i~J .. 1 '1/- IlllLl,ASE KNOW AI,L HEN IlY TIfESE PHESENTS, lhllt we, of LAKESIDE LUTHERAN CHUIlCII, of lIarrisblll"g, Prmnsylvania, as one of the beneficiaries in the lISTATlI 0]1 NANCY A, SMITII, late of Camp lUll Ilorough, Cumberland COllnty, I'onnsylvania, who diad t~stal:a on September 3, 199/" and whose Last Will and Testnment dated Decombor 26, 198/" was dilly probated in tho Offico of the HOllister of Wills of Cumberlallll County on September 21, 199/., to No. 199/.-00803, DO HEllEBY: .I. Acknowledge the receipt of the sum of One Thousand ($1,000,00) Dollars as payment ein full of the bequest in Paragrllph No, 13 of tho aforesllid Hill and of and from TIlE ES'rATE 01' NANCY A, SMITH, DECEASED, and OLIVER HARTMAN, EXECUTOR OF 'rifE ESTATE OF NANCY A, SMITII, DECEASED; 2. Release 'and forever discharge the ES'1'ATE OF NANCY A. SHITIl, DECEASED, and OLIVER IIAIl'D-IAN, EXECUTOR 01' THE ES~'ATE OF NANCY t\, SNlTIf, of and from any all paymonts, accounts, rockonings, claims, and demands whatsollvol', 'I'hls instrument shall bll legally binding upon the SUCCllSIJOrS Ilnd IN HI'l'NESS WHEREOF ,we have hereunto set 0111" hllnds and seal this assigns of LAKESIDE LUTHERAN CIfURCIf, day of Dc tober, 199/., HITf'lllSS: LAKESIDE LUTHEIlAN CIfURCIf By: Title: Fed, I.D, /I I,: - - (l '- RELEASE WHEREAS, Dauphin Deposit Bank and Trust Compllny of Harrlsbllrg, Pennsylvllnia, is the duly llppolnted Trllstee under Agreement with Nancy A. Smith of Cumberland County, Pennsylvania; llnd ~IEREAS, Nancy A. Smith died September 3, 1994; and WHEREAS, the said Trllstee has submitted to the said Spencer John Oliver and Betty Oliver, beneficillries per Paragraph Second (c) 2 of the Trust Doc~~:nt, an account of its Trusteeshir, which heq heen p.xaminp.~ and approved by the sold Spencer John Oliver and Betty Oliver; and WHEREAS, in order to save the expense and delay Incident to filing said accollnt in the Orphans' Court Division of the Court of Common PlellS of Cumberlllnd County and having the same confirmed, the sllid Spencer John Oliver and Betty Oliver have requested the Trustee to make settlement with them at once. AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that wet the said Spencer John Oliver and Betty Oliver have this day had llnd received of and from Dallphln Deposit Bank and Trllst Company, Trllstee as aforesaid, the sum of Fifty Two Thousand One Hundred Nineteen Dollars and Twenty Nine Cents ($52,119.29) in cash and In full settlement and satisfaction of all slIch sum or sums of money as are due us by reason of said Trusteeship, and THEREFORE WE DO BY THESE I'RESENTS remise, release, quit-claim and forever discharge the said Dllllphln Deposit Bank and Trllst Company, its successors and assigns, and of and from all actions, slllts, payments, accollnts, reckonings, claims and demands whatsoever for or by reason thereof, or of and from all other acts, mlltters, and things whatsoever including gross negligence, to the dllY of the date hereof. IN WITNESS day of .;'./ (.1 , WHEREOF, we have hereunto set our hllnds and seals this I ,1995. WITNESS: I' _jt(//l.f~j/ .j < /' /~;,. _l I' , ...J1r~!.-;:"vx?-.Z/-' _ "l(-../'- ':~ 1/--1- ' / -) . ,/.. toO" / --2...;.ry.-r':...~-..-"t .-'; '-_ .-1' .,/!/)A../'C-7 Spencer John/Oliver ,,' , / ' QC ., Z /,' / u , ,.;~,,('''' {,(:(..t Il.';~t.-. Betty lJt'lver :'1 r._' ,.- ,-, COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF ) On this. the .If Public in and for said day of ?JWt)/ State and County. . 1995. before me. a Notary personally appeared Spencer John Oliver. known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and Relellse and acknowledged that he executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. SWOfIIJ"?fnd sub$Cribod boforo tno Ihl'~d.Yol Mi t9fr. Notary Public (Mt~ My Commission Expires: , t~Oi:;:;~I-}~~m':L:I~ "--'~---I ROBERT W. rt\IIVUt 1t,)1,;1~' Id~; I.: L.emoyno Uo,u, CUII,bl)lllll(! (;'';".11,1 Commlr.Ilon Ell )HIli OI~_l!~ 1.~~~~~_ ,-", COMMONWEALTII OF I'ENNSYLVANIA ) ) SS: COUNTY OF ) On this, the ! day of '71~.{', I 1995, before me, a Notary I County, personally appeared Betty Oliver, Public in and for said State and known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and Release and acknowledged that she executed the same for the purposes therein contained and desires that the same be recorded as such. WITNESS my hand and Notarial Seal. 8Irom I, ~nd sublicnbOd beloto ",. _., dnyol MAl.! 1955 ~~~~~ Notary Public My Commission Expires: t,OTAH1Al ~(.\L 1 ROBERT W F,"l.hVfn, NuL1f\" Pl.;:)" I I..er'noyno ROIl:, CUlJ'lUf:II,1nd COUlI.-,. I , Commlf>!>Il'" (;ll~.....Q!:.u.!1.J:}:!:l~_ ~;i~lt~ t~~~t:~~t1;~~~..~~.t.L\',"Yi.}t~:- ;~} <'-';:}f7-~"'~-;'> ~"'/{;~;-.t~.o~!f,<"1V.HQ:~}lH ~- .. - ''1' ,-t~'~\~~;;~:T)OiIN'ihEXANDiR RoFd~. "o,,:C,;;.:}:.i:t ~I ~~W~'~~1['!3{}:Y~:'-~~'It,TJ?::V~~.~:';:~; '. ,":,;<;, ::,';~:;{:i~,iiii~f~;' I ,,;, ?"'HARRISBUROPBNNSYLVANIki7101 ,.y- -",<11",...".,:.-"... .' , 'Y/i .~f~~i;~~t~~f;;;(:~);~i~tl~1~~~~~~ RELEASE KNOW ALL MEN BY THESE PRESENTS, that we, OLIVER HARTMAN and MARY HARTMAN, his wife, of the Borollgh of I'axtang, Dauphin County, Pennsylvanlat as two of the beneficiaries in the ESTATE OF NANCY A. SMITH, late of Camp Hill Borought Cumberland COllnty, Pennsylvania, who died testate on September 3, 1994, DO HEREBY: 1. Acknowledge the receipt of the sum of One HlIndred Thollsand ($100,000.00) Dollars as partllll dlstrlblltion of ollr one-half (1/2) share of the trust fllnds In the aforesaid estllte of llnd from DAUI'HIN DEI'OSIT BANK AND TRUST COMPANY, Trustee undar a Revocllble Living Trllst dated April 28, 1987, and First Amendment to said trust dated JlIly 27, 1987, by and between DAUPHIN DEPOSIT BANK AND TRUST COMPANY and NANCY A. SMITHt the decedent herein. 2. Release and forever discharge the aforesaid DAUI'HIN DEPOSIT BANK AND TRUST COMPANY, Trustee, of and from any all payments, accollnts, reckonings, cllllms, llnd demands whatsoever for said partllll distrlblltion. This instrllment shall be logally binding lIpon the heirs and assigns of OLIVER HARTMAN and MARY HARTMANt IllS WIFE. IN WITNESS WHEREOF, we have herellnto set our hands llnd seals this j(~ day of October, 1994. WITNESS: , -J ~ " !' I ., ,> ~F(J.t..( /./~ _i!.(/J'J(.J(.( xJ-;" ,'.. di,;;rr:') /;;;);;:;5 OLIVER IIARTHAN'L... j1Ull'" ~t.-~?HA-Cl-tA. -' MARY l1'R N ;zt -' '~(I/:~r" ,/ -I . (; II" J I." r- /,,11",1.. ~ -. ... ~. " RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY THESE I'RESENTS, that wet OLIVER HARTMANt and MARY HARTMAN, his wlfa, of Lemoyne, Cumberland COllnty. I'ennsylvanlat residuary legateas of the ESTATE OF NANCY ANNE SMITH, DECEASEDt late of Camp Hill Borollgh, Climber land County, I'ennsylvllnla, who died testllte on September 3t 1994, IInd whose Last Will and Testament dated December 26, 1994, was dilly probated in the Office of the Register of Wills of Cumberlllnd County, Pennsylvania, on September 21, 1994, llnd recorded to No. 1994-00803. DO HEREBY: 1, Acknowledge the receipt of the sum of One Thousand Five Hundred Seventy-three llnd 04/100 Dollars ($l,573.04) which represents finlll pllyment In fllll of our one-half (1/2) share of the residlle, liS shown in the Informal Accounting llttached hereto as Exhibit A, of the aforesaid estllte per pllrllgraph No. 1l,B of the nforesllid Will. 2. Release and forevar discharge OLIVER HARTMAN, EXECUTOR OF THE ESTATE OF NANCY ANNE SMITH, DECEASED, his heirs IInd assigns, and the ESTATE OF NANCY ANNE SMITH, DECEASED, of the llforesald payment and of and from all actions, SllltS, pllyments, accollnts, reckonings, claims and demands whatsoever. 3. To the extent of the llbove dlstrlblltion, llgreel (a) to refund to the Executor, lIpon receipt of sllch reqllest from sllld Executor, any portion of the above distribution to which I 11m not properly entitlod or which Shllll lit any time be necessllry to discharge lIny debt, expense, or lillblllty of the Estate, incllldlng but not limited to any estate lnherltllnce, transfer, or income tllX; Ilnd . ." . . (b) to indamnify and hold harmless the Executor and his heirs llnd assigns from any and all liability, axpensas and costs which the Execlltor may Incllr in that cllpacity, This Instrument shall be legally binding lIpon the heirs and personal representatives of OLIVER HARTMAN and MARY HARTMAN, his wife. IN WITNESS WHEREOF, I have herellnto set my hllnd and seal this gtP day of AlIgustt 1995, WIT0 ,) / .4-.-/ .r~ ()-.o-./ ~~ #1: ,- h"" Y ". "b . .,- AZ'-';:' ;{F~~) OLI'm HARTMAN I1tftt'-f )l4:t(:~na J"- ~ARY HARTMAN (SEAL) (SEAL) '. '. " ...., -~~ t~~ .-- ~- . .' " f-~ "'1 - _> l.:.-' I,J..... 0:- -I!J :";;J ,~, - 11'- !Jl -, ;;.-- 0) ::; 150 RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY TIIESE I'RESENTS, that we, SI'ENCER JOliN OLIVER, and BETTY OLIVER, his wife, of Lemoyne, ClImberlllnd County, Pennsylvanill, residuary legatees of the ESTATE OF NANCY ANNE SMITllt DECEASED. late of Camp 11111 Borough, ClImberlllnd County, Pennsylvania, who died testate on Septembar 3, 1994, llnd whose Last Will llnd Testament dated December 26, 1994t was duly probated in the Office of the Register of Wills of Cumberlllnd CountYt I'ennsylvanla, on September 21. 1994, and recorded to No. 1994-00803, DO HEREBY: 1. Acknowledga the receipt of the sum of One Thousand Five HlIndred Seventy-three and 04/100 Dollars ($1,573.04) which represents flnlll pllyment in full of our one-hlllf (1/2) share of the residue, as shown In the Informal Accounting llttachad hereto liS Exhibit At of the aforesaid estate per paragraph No. 14B of the aforesaid Will. 2, Release and forever discharge OLIVER HARTMAN. EXECUTOR OF THE ESTATE OF NANCY ANNE SMITH, DECEASED, his heirs llnd assigns, and the ESTATE OF NANCY ANNE SMITH, DECEASED, of the aforesllld pllyment and of and from all llctlons, suits, payments, accollnts, reckonings, clllims and demands whlltsoever. 3. To the extent of the above distribution, agree: (a) to refllnd to tho Executor, lIpon receipt of such request from said Execlltor, any portion of the llbove distribution to which I am not properly entitled or which shall at any time be necessllry to discharge llny debt, expanse, or liability of the Estate, including but not limited to any estate lnheritllnce, transfer, or Income tax; and ,;-- , \ ~ '-;1 cU- - ;~{ a: , EXIIIB1T A INFORMAl. ACCOUNTING ESTATE OF NANCY A, SM1TII DATE OF DEATIII Saptcmber 3t 199/, Late of Camp 11111, Cumberland County, Fennsylvanill Social Security No. 172-01-5279 Last Will & Testament dllted December 26 t 198/, I'robated Cumberland County Register of Wills Sept, 21, 1994 Letters Testamentllry Granted September 21, 1994 EXECUTOR I OLIVER IIARTHAN (Nephew) 3110 I'rlnce Street lIarrlsbllrgt FA 17111 (717) 564-0135 ATTORNEY I JOliN A, ROE. ESQUIRE Attorney 1,0. H07109 107 North Front Street lI11rrlsburg, PA 17101 (717) 238-5201 ESTATE ADSI Cumbarlllnd Law Journal - Oct. 14t 21t 28, 1994 Matro West - Plltrlot News - Oct. 11, 18t & 25t 1994 CERTIFICATION OF NOTICE TO BENEFICIARIES UNDER RULE 5,6(a) Filad October 7t 1994 ESTATE CHECKING ACCOUNT - Acct. H10-367446 Dallphin Deposit Bank & Trust Co. lIarrlsburg Ma1n Offica 213 Markot Stroet lIarr11lbllrg, I'A 17101 (717) 255-2121 I'A INHERITANCE TAX RETURN Filed December 1, 1994 No, 21-94-0803 Approved April 5, 1995 RELEASES FILED - Cumberland Co. Roglstor of Wills STATUS REPORT AND INFORMAL ACCOUNTING FILED - Cumborland Co, Reglstar of Wills gXHIIlJ1' A INFORMAl. ACCO\JN1'lNG ESTATI! OF NANCY A, SMI'fII IlAn: OJ' DF.A'rIh September 3 t 199/, I.ate of Camp lUll. Cumbarland County, Pennsylvania Social Secllrity No, 172-01-5279 I.nst Will & Testament dated December 26t 198/, I'robated ClImberland COllnty Roglster of Wills Sept. 21t 199/, Letters Tostllmentary Granted September 21t 1994 EXECUTOR, OLIVER HARTMAN (Nephew) 3110 I'rinco Stroet Harrlsbllrg. I'A 17111 (717) 56/,-0135 A'1"fORNEY, JOliN A, ROE, ESQUIRE Attorney 1. D. 1/07109 107 North Front Street Harrisburgt I'A 17101 (717) 238-5201 ESTATE ADS, Climbed and Law Journal - Oct. 11" 21, 28, 1994 Motro West - Patriot News - Oct. 11, 18t & 25, 1994 CERTIFICATION OF NOTICE TO BENEFICIARIES UNDER RULE 5,6(a) Filed October 7. 1994 ES1'ATE CIIECKING ACCOUNT - Acct. 1/10-3671,1,6 Ilallphin Depos it Bank & Trllst Co. lIarrisbllrg Maln Orrlca 213 Markot Stroot 1I11rrisbul'g. PA 17101 (717) 255-2121 I'A INHERITANCE TAX HETURN Filed December I, 1994 -- No, 21-94-0803 Approved April 5. 1995 HELEASES FILED - Cumbarland Co. Reglstor of Hills STATUS REPORT AND INFORMAL ACCOUNTING FILED - Cumberland Co. Hogister of Wll18 I(STATE OF NANCY A. SMITI! PRINCIPAL INCOME IlECEII'TS 9-27-94 Trllnsfer of FlInds from Trust dnted April 28t 1987, By llnd Iletween Nancy A, Smltht Settlor, and Dauphin Deposit Bank & Trust Co. t 1'rustee, to Open Estate Chocking Acct, 1/10-367/.46 Dallphln Deposit Bank lio Trust CO,..,........"",.,.$ 3,000.00 10-6-9/, Transfer of Trust Funds to Estuto Checking Acct.", 12.000,00 11-30-91. Transfer of Trllst FlInds to Estate Checking Acct..., 80,000,00 6-6-95 PA Dept. of Revenllc (Income Tax Refund - 199/.)..... 16/..71. TOTAL I'RINCIPAL INCOME RECEIPTS: $95,116,7/, 199/, Interest on Checking Account.. ......................... 75.55 67,66 INCOME RECEII'TS 1995 Interost on Checking Account........................... TOTAL INCOME RECEIPTS: $11.3,21 TO'fAL IlECEIPTS $95,259,95 9-30-9/, 9-30-9/, 9-30-9/, 10-7-9/, 10-7-9/, 10-11,-9/, 10-28-9/, 10-28-9/, 11-1-9/, 11-15-91, 11-25-91, 11-25-91, 12-1-9/, 1-1-95 1-1-95 3-27-95 8-01-95 8/01/95 1';STA'l'1! OF NANCY A. SH1'l'1I DISlIlJRSEHI!NTS .John A, Roet Esquire (lIolmhllrsl!mollt for probntn COB La). . I . . . . I . . . . I . I . . . . . I . . . . . . . . . . , . , . . . I . I I Cumborland Law Journal (Estato Ad)................... Sarah L. Hinnnugh (Witness ~'oo)., "' .................. John nnd Botty Spencer (Bequost),.................... Oliver and Mary Hartman (Bequest),., I...... t.. t.., It. I.akeslde Luthoran Chllrch (Boqllest).,.,.".",..",.,. Nancy Shumakor lIughes (Bequost)................".... I'atrlot News - METRO WI!ST - (J!state Ad)..""".,.,., John A, 1I0e, Esquira (lIelmbursemont for Short Certlflcllte for Ms. Dlllrnnnt Dlluphln Deposit Bank).. Oliver lI11rtmnn, Executor (Relmbllrsement for Jawalry Appraisals from Bnker & I'ricn Jewelers)",.,.,. lIegister of Wills, Agent (PA Inherltancn Tax),....,.. Climber land County lIog1ster of Wills (Filing faes for I'A Inharitllnce Tax Ret1l1'll and Inventory),.,. Oliver IInrtman 0/2 Execlltor's Foe - 199/,).,."."." Oliver lIartmnn (Balnnce dlle for l!xecutor's foo - 1995) John A, Roc, Esqlliro (Attorney's ~'OQ - 1995)......... Register of Willst Agent (Blllanca dill! on I'A Inheritance Tax).. I................... I I...... I............. I John A. Roe, Esq. (Filing feel for Releases),.,.".,., TOTAL DISBURSEMENTS $ 90,00 1,0,00 50.00 2,500,00 2t500,OO ItOOO.OO 500,00 62,65 3.00 35,00 53,381.13 25.00 IOt260,OO 10,260.00 11,208,00 156.09 1,0.00 $92,113.87 ~:STA'J'F. m' NANCY A, SMITII IlF.CONCILIATlON Total Principal and Incoma Rocoipts..,......"., $95t259.95 Total Dlsbursemonts......".,..,. t.. ........ . t.. 92.113.87 $ 3tl/,6.08 Balance for Distribution in F.stota Chocking Acct., $3,1/,6.08 Chock No. 103 to Ollvor and Mary lIortman Chack No. 10/, to Sponcor John ond Botty Olivar $ 1.573,0/, 1,573.04 $3.1lt6,Og llalallco -0- 8/01/95