HomeMy WebLinkAbout94-00829
Oath of Personal Representative
Commonwealth of Ponnsylvanill
Coullty 01 ~~M ClIMIlEIH.ANIl
'"11 l'utltlorlllrlNlllhovlI'llilllloll sWllallsl and affirm Is) that the statemunts in thu foregoing Putltion are true and
I "llIltl to tllo hllst Ilf tllll knowlollllll and IIl1flUf of f'lItitionerlsl and that, as personal representatlvels) of the Decedent,
1'1111111111111181 Will wull ami truly .uJllonislllr tllll IISI~l1e _ 'ordlng to law, /
<'\Y11111tu allll Hfflrnlllll .11111 sllhsl'llllIIll I . ,.:+rG _rk }-7~~ej. ___._
I cor~~ae, 1.
111'''"11 nlll lIus _.. ?llrtl . llllY 01
SU'l'I:Mlll:fl 1 9 ~ PNC l3i\NK, NA~'IONAL ASSOCIATION
~"VI"-"'" ~j (b~' ----- ----- .
'7lf.<!-.l..1J: "'r/xJ.J..J)("!i~v...~ I3Y '''. - -....... ..
MAIlY(fC. l.EWIS _ _ .. , ___
-
I ldillll 01
IJU;IlU Of HllilS I I,ll
NIN^ HI rill W^"l':
. -, ._._._.~,._.--.-
1111,11 kflown IfN
Deceased
No,
21 - 94 - 829
.. . -. ... ,. ',-... --_.. -. _...._~..__._.._._- --.- ..- --'.-."
-----'-
.'
I
fllll:11I1 SlIt:Ullty No: 171-38-0934
~"'--". -.-.---.---...---..--
~-. --- -._- .-.--_._-_.~..._-._--_.
Dale of Duath:
9/17/94
^N/1 NOW, S.EPTEMBE~_~_~L.. ..._____, 19.._~~_. in consideration of Ille Petition
"n ,I'." IIIVllrHII Hldu humon, sutlslactory proof having boen presented before me,
II I', IlI.ClH,tD lhlll LUllurs /<1< Tustamuntary I'" of Administration ___.__..____..____
C'1'nIK'E N Wl\DE JR ~D eoo 8lINH Nl\'l'IGNAL'MOO6r~'l?IOO"".",.,""',.,,,.,'"''
i 1111 '""llhy II' 1JI1lltd 10 ..'~..-'-_.~._.__....'_...._'... .--..:u..-~-__.___.__,,___.._.._..____..u___._.. '_"_,
III llill IlIItlVUI;;tlli~- ~;;d-i.t;;1I the instr~;;~~~~,(;j~'it-~;lY~datod.".8/6/93 ,,__.._...___......_...
rll'llt:llhlld 111 thu Potition be admittod to probate and filod of r;;;rd~~-th-~~sl-wiil-;j-Df)~~ld~I;t.
I
I
!
FEES
I"'II'I!I"",
""""""""
$ - .J?~.~.Q..L
$_ '15.00
$
$
$ 21.00
-----
$---
$ 5.00
---
$_---_.
$
~ill,,'t CltrllllolltO(H)....5.....
HIIIlIIIU:illlillll..,....,..........
^,lllfllvll ( I.................
blllll'lIlluS ( I...,........
t;(IlJICII""" """,""""" 0',
.Jel' /'ltlt........................
InvlIlIlllry 81 Tl1x Forms...
(JlluJI,.",!.,...,,, ".."""""
TOTAL................
$ 416.00
~W'I.
~'.' (A~~~!.&4~". .
f1lglltllnl Will,
MARY C. LEWIS
Allorney:_._ RObe~_~.~it.zer,_~.c~___..__..
I.D. No: 06264
Address: 701 North"Seccmd-Stl'eeC---.-----
------__4___ ____________.
P. O. Box 12087, Harrisburg, P^ 17108-2087
---.
Telephone: 717/231-7600
-------.-...-
DATE FILED: _...,gPJLMBE~ 2.9~..199~___.
Mailed letters and order to attorney on 9-29-94.
Thb i, '" <,"l'Iifi' lhll' dll' illlllll'IO",,",III'IL' gin'lIlS ''''Il,dy ,"pil"\ II"'" ,Ill ",i}';II.d <I'"ili.",,' "I d...llh dlll~' likd wilh tilL' ,IS
1."<'IIII(l!gbtr,II' Thl' urigill,d n nifi',lll' "ill Ill' 1",,,.11.1...1 ,,, dll"'-ill' "",.1 Itll"'.I, (lillll' 1", 1"'II\1.\I11'lIlldillg,
WARNING: It Is Illegal to duplicate this copy by photostat or photograph.
Ft,,, fl)(' Ihb t"nifk,,"', ~2,1I0
/; /_"","J
(.,t7Ml../ )t}~;41~1/ti' id ·
l.11l.t1 ~.g'~[lill /.
I
2513~;a4
No,
SEP Jl 1990t
Il,Ut'
--.-..-- ._..~......_-----
-
COMMONWEALTH OF FEHNSVLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
)"".2111
tUIl"~1 ~vWlA
$OCIIJ.UCUfl.IT'tt1UJ.lOIR
'"
HAMIl Of'OiCIOltrl\,.. !,10M u...
t, hre R.1th \1Ul
AGI\L..lk'NiI,1
..,.,HlL.4CIrCt,..-.4
SWeOlfOl....,.C.,.,...)!
96 'I'rl
coutiTYOl'OUIH
- -
'ACl\.rNN.wII~rd"""\<)Il ~IlINl..-dJ'UTlC*1
."""""...Ili
~:"'I(J
IVoCI.A/IItflC.MlIdMI.~,~."
,,,,",'
White
IUfMVlHO IPOUYI
\Il....."...~'*"""
onl 01 taRTH
\\I..:{l!I~""'1
Rb 10,1898
Qmlville Rl
Ibly l:\iliit Itspit'll
\'#.'DEUOEm.....IA~ oECIOt:riT"S2OUCAllOt4
u a AAIolIO ,oACUl tt. ~
....10 HoXJ f~~ IH~'I
Unlerlarl
,BEt Ie'rBnrO 'JIo,p
IIINO 'U~l"ESS.'lkOU~lA'I'
M~AAij::~~~
'Wid'~
Ole Of ' \I VAl U 1()H
\ WId ...u~lXlI'lICIultlQ~~
lJf......kll'lQ...,dOl'ICIllMrlllldI
lut&iife
CtClDEH1"toIAI\IHOAOOAIUlS/I" c""~ ~ 14>CCdtl
312 ruth 26th St:rret
Canp IIi 11 , I'a 17011
,
"
n,O 'M,....,..Mdr
OEWlINT'S
ACTUAL
Il~SIOl!tiC&
(s.e.toNU.,c;.......
,JI,IJIlIIW.1
I'a
'1t,$U1f
...
""-
....
cunbc.r.land~ ...."tN\lf lr~] :'::'::.':'af--CaJro
l,tOIHER'SII......l!jFU.ll,ldM l.I,l.<*'S....r,fIIr..'
" N/A
iN'OfUolAHnloWllHOAOOAlIlSlS.....C,.,fl:Mn.SlIM 1(1CoOII
~H 11
'"
"
,RHEA'IW,IolII'ttll,loOW UII)
N/A
lNf~t'lN.WI(flpttt'l"tfl
Geor e N. Wade Jr
'" "
IuNlQO C.tfl\II.ICll'\O
~D CIU"Itt,~M
, ..
fylboIn. Itl,r..CoJt
PlACI Of OISP05nlOt'l. 104..,.. 01 Cf'l\Il....,. C'trnllotY
Qto.helPItl;4
,,september 21, 1994
llCtNS~NU"'IlI"
011654-L
ACTItf34SIUCH
bll'lftliMlot,"".~.dIII'\1IO<<UHII<l'II""I,"",.~'14i1'lltlli6"\l'11Id
(s.;,...u.....,ll...
. 0N1."'"
~.noI.~~,t""..ofONlhlO
CAtl/fycauM 01 dIIIlllI
__ II!.-
lfI!II,u./IIIJtlDrl(OlTl~td'" 1l'018Of Plt}""H OIJI~I\0f401JN COEJ.O )ljfl 0., '1IWl
"'1OIl.~~~1I\ \ . U
' .,,~. 7'
11'II.,t/ltIM4......""""...OI~IlOl\l~"""lI<llNOtII~OOf\llt.I\l.,t""!h;Id4; ..."h .CtlIUC ...poI,!;rv"!...,I/'Il..<.Qth4.t\I.....~
l..o<<yOllect....OO1.&Ullll\ll
.~ /VI. V 0 Cfi-ll-D 1 '\1.
1XI!1O\OO~cL~tlCa~- .
I :-OUETOIOO~'::~':'_-===~~_..
\ ()IJITOlOOA!SA(;Ot~(QljVlCt:Of)
.~.
Wtf\f...l1TOPSYPlNOtHOS
-..&Jt.J.IltPfUOf\TO
COt.lp\nlOHOf CAU&(
OItEAlHl
.,
~SCASf:fl&FiRflEOTO...~UIC...lIJlA...I,..t:flo'C
",D
..[3
,un.l OlIwf~....QOndIIDI'II**~IOOMUI.W
f\Ol~"",~ClUM7'""'"ructl
1~..,...\tI
1"'liIMl~
.1II\Ml.llddiMlll
l,.j FA!U,n .,J\ I\t)~
~M
,
I
,
,
.-
tuoltQfltuuA/
~~ tZ.!J;rC.l( IN 111-1
ft1 'f'''''~
OUCAtH tlOW INJIJf\Y OCCURAlO
OAIIOlIH.!URY
,l,lOl"II 0..,111.1
ltiiUR'tIJ'N.)flKl
"" fJ
",[!l'
lolAHNER Ol" ()(AHI
1/
[J
[J
~l'QbI"'I""""-.J
"" 0 ..(]
N.curat
...",,,.
(]
(]
[J 19L_____._. --. .,
PlAClotl!i!UflY.A1l101N '.rm.llIM! Itd;fJ,;II'c.
w-ldnQ-"~ l~~.~,l
...
..."dIInl
l"fIIJo"Ql/rIt\l"foltlQl'l
lOC,('/lON~: c""~ 'ilaIy-
'"
o SIONAlURlAPIOt'tlIOlC1f\Tlfll/\ Ut {J.VJ
~m~UtjV " l'iGNI~'---~' w(
,_.tl1.-7.I _ UIo..-- 1> 9
",.,,"OA ""'''' co."mocAU"'" H "-
""m,/j"",.'M'Jonathan P. Whitney. M.D.
D 425 N. 21st 5treet, Plaza 21
~~ll'\lEO(U~ 01, ""I mp--f+H-l-r-PA-t7
" 4..1~/9J~)7l 761-7400
......
II
.... I".
ctA1WIIIlICr<<llf'.lN1 ('f'tl
'Ul\llf''flHll 'H'U.eJ"" ("'~I--=...,tI""'~ e,..N" (loUt, ""'..' VOl/II ~\1"'4Il"U l'OI...A~ (It.'" ,.'<) C,,",I,~.,~.n lJI
'.IN....'tlllYUlG.''"''....lI10C4\11T1C1MlIIlhti.tIi..OIIlldNIIIII'......'". ....... .....................
........,.,.....
'I'IlOMOUI'tC\HQ ...,..oc;.ftl.nlH<O "lnlClAN!" I~~to.., ...."'<),t'(;~<J(.IJ". "d (t<lI',~~"'" ,"",14 cI ,MJ:t.I
'.IM....ollII'."".~, d4.'It'c"'rtd.I...~, ..II....,..pII(f..IIllItI>l~It..nll..{.I.nd ""n/llllII IIIItCl
'MIDKlA1.U"WIHI"'COftOHIIl
On tMl"~' .1'1'fl\.1\I11~ IlIdJot Ih'tl.II,.llon, 11\ mt oplnl;rt, dulll occurred .llh,lIrnt. d.l., .nd pl~.. and dll.lo t~ ullHt.l.nd
IIt"'annt'...I.I............. .... ...................., "~==.:.:""""'" .....,......................
"fOiSt ISIGN,lJUftIANONUIol 1\
,I!,'!.'&'
li)1 0,1 ~
,t~.t?-fi-
7
.-- .... - ..~
.,'
, .
I,
:1,
'i:
"
, ,
,,'
I,
"
"
,.1' I,
I,
I
"
",
",
I.
11
I
"
'''-'.,
i.:~'1
,,;,""'1
" .1'
l, ",
'!,' , '
'"
"
~OBJlll<<'1' o. SPITZJllR,.P,O.,:
. "torrOfllltC1rlOlll~
HAaJlSIUAO; l'8NN.Vl.V4NIA17toa:.2087'
. ,
-
mBPHONB (7/7) l,Il:7400
,:i
,.". .
i,'\;';'j-,
'1;1,
'I","
j',- 'i'
I --"'\""I,,...\L'-""'j'/ll_i,;il ..
""< :t;~1:',:;:il:(;_'!,1.f1A'{ l\'~~';:' :,i/,.;(!, j
/","d"""'; ;t'T,:~!}11 "'-'!'I'f!;),\{':' I.
'" i V;',::;1-t~r"I,"I\Ljl','_-'\_i_J "(,;".'_,;'1,
',{'; ';, ":~\~ll(I"? ::,~i-, ::':'j:/?:"(:j:I":" ~',
1" ", .;_r':'''{i'l'j,<:/;~:,',.'" ,
, "l/_'"I:,:,::'?,.'_,__I':"
,'.1_"11
\'".1,' '-,
'.',
"
'.
'J.\,j','-~l.,,' ,;,;i,U,"..WIl1'A',ALJ."'....__.__ .._.
,
,''1,
"
"
"
I'
,"
"
"
,
,
"
"
"
i.'
t;
"
,
.'
"
,1'"
jll'
('1\.
':
I,
'I
"
~ i :
"
,.
"
,I ~ ~
dj.
/,
i
,
, ,
,(
,',IV
"
d'"
1\ ,I
"'1
."
I' 'i
,
,,'
I,
ill
"
"
I.
,
1{
"
I, .'
"1",",
'~' I
I,
I,
",
I,
','
'I'
,
,
',I
'i,'
I
"l
,"
"
'/ '" ~
Ii ,\ It
" " ,
I'" '~
\..
Hi
"
.J;,
('"
1\
"
.,
I"
,
"
I'"
"
"
,
,'L I'
,"I'
,
,!
!,CC
"
"
,I'
"
\'
"
i'
,
,.:.. .........-
~ 41.". 4T'l.l~"-~
- .--..
'-.
/,',,1' ,
. I)
"
I"j,." l'
j,+:.
I
\
'I
I
,
I
',\
"
'"
LAST WILL AND TESTAMENT
OF
I
,
I
I
ANNA RUTH WADE
I, ANNA RUTH WADE, make this my Last will and Testament, and
I revoke any previous Will.
FIRST: I direct my Executor to pay all my last illness and
!
I
I
, '
funeral expenses as soon as convenient.
SECOND:
I give and bequeath such of my household
furniture, furnishings, jewelry and other personal effects as are
described on a list lodged with my Executors to such persons as
set forth on such list. Such of the rest, residue and remainder
of my household furniture, furnishings, jewelry and other
personal effects, I give and bequeath to my son, GEORGE N, WADE,
JR., as he selects. If George N. Wade, Jr. is not then surviving
or as to the balance of such property, I give and bequeath such
household furniture, furnishings, jewelry and other personal
effects unto my grandchildren, BETH W. NELSON GLYNN and GEORGE N.
WADE, III, as they shall select, in as equal shares as is
practicable, per stirpes.
THIRD: I hereby expressly exercise the powers of
appointment granted to me in the Trust created in the Last Will
and Testament of my deceased husband, GEORGE N. WADE, with CCNB
BANK, N.A., as Trustee, and the power of appointment granted to
me in that Trust Agreement dated September 8, 1954, created by my
husband George N. Wade with CCNB Bank, N.A. as Trustee, and any
other power of appointment which I have in favor of CCNB Bank,
1
N.A. as Trustee of that Trust dated September 16, 1987, as
amended, created by me as Settlor with CCNB Bank, N.A. as
Trustee, to be held, administered and diatributed as if a part of
that Trust.
All the reet, residue and remainder of my estate, including
all my real and/or personal property, I give, devise and bequeath
In Trust to CCNB BANK, N.A., as Trustee, to be held, administered
and distributed as if a part of that Trust dated September 16,
1987.
FOURTH I I direct that all estate, inheritance and other
taxes in the nature thereof, together with any interest and
penalties thereon, becoming payable becauee of my death with
respect to the property constituting my gross estate for death
tax purposes, whether or not such property passes under this
Will, be paid from the residue of my estate, and no person
receiving or having a beneficial interest in any such property,
whether under this Will or otherwise, shall at any time be
requir~d to contribute to or refund any part thereof; provided,
however, that this direction shall not apply to the taxes on any
property included in my estate solely because of a power of
appointment th~reover which I possess but have not exercised or
on any qualified terminable interest or to any generation-
skipping transfer taxes.
FIFTHI My Executor is hereby authorized and empowered, in
addition to such powers granted executors by law, all exercisable
without court orderl (a) to sell securities or other property,
2
real or personal or both; (b) to borrow money from such persons
as it may desire, including the power t.o borroW from itself as an
individual or as a fiduciary under any Trust Agreement for any
purpose necessary or desirable in connection with the payment of
taxes or other matters incidental to the settlement or
administration of my Estate, or for investment purposes, on
either a secured or unsecured basis, at such rate of interest as
may be necessary and to sign not.es and to pledge the assets of my
Estate as security therefor; (c) to make non-prorata
distributions in kind or partly in kind or partly in cash; (d) to
retain all or any part of my property, real or personal,
constituting my Estat.e for such time as my Executor deems best or
to invest or reinvest the same without being restricted to
"legal" investment.s; (e) to compromise claims against or in
favor of the Estate, with or without Court approval on such terms
and conditions as Executor deems appropriate, in my Executor's
sole discretion; (f) to claim, in my Executor's discretion,
expenses of administration of my Estate as deductions for federal
income tax purposes, when this will result in an overall
reduction of income and death taxes for my Estate (no adjustments
between income and principal or in the amount of the
distributions to the trusts created by separate instrument shall
be required as a result of such action); (g) in my Executor's
sole discretion, to allocate such exemptions as are available aB
to the generation skipping transfer tax to any property to
exclude any property from that allocation and to make all related
3
"
allooations thereto. No benefioiary shall have any claim against
my Exeoutor for exeroising such allocation powers as granted
herein, (h) in my Executor's sole discretion to compromise
taxes on future interests on such terms and oonditions as
Executor deems appropriate,
SIXTH: I nominate, constitute and appoint my son, GEORGE
N. WADE, JR. and CCNB BANK, N.A., as Executors under this my Last
will and Testament. If my son, GEORGE N. WADE, JR. is unable or
does not desire to so serve, no successor executor need be
appointed. No bond shall be required in this or any other
, jurisdiction of my Executor.
SEVENTH: I hereby nominate, constitute and appoint CCNB
BANK, N.A., as Guardian of the estate of any minor or other
beneficiary physically or mentally unable to manage his or her
affairs and to serve without bond in this or any other
jurisdiction.
If any beneficiary of my estate is under the age of eighteen
(18) years at the time at which distribution of any property
devised and bequeathed by this will would otherwiee be made to
such beneficiary, or is unable to manage his or her own affairs,
my Executor shall distribute all such property to the guardian of
the estate of such beneficiary.
The guardian shall hold, manage, invest and reinvest any
property received by the guardian (whether under this Will or
otherwise), shall collect the income thereof, and shall apply so
much of the net income and, if the net income is insufficient, so
4
muoh of the prinoipal of the property held for suoh benElf.ioiary
as the guardian shall deem necessary or advisable for suoh
benefioiary's health, maintenance, support and oomplete
eduoation.
The guardian shall accumulate any surplus net income
annually and add the same to the pdncipal of t.he property held
for suoh beneHoiary.
When such beneficiary attains the age of eighteen (18)
years, or becomes able to manage his or her affairs, the guardian
shall distribute to suoh beneficiary all property held by the
guardian for such beneficiary.
If such beneficiary dies before attaining the age of
eightesn (18) yoars, or becoming able to manage his or her
affairs, the guardian shall distribute to the personal
representative of such benefioiary's estate all property held by
the guardian for such beneficiary.
EIGHTHI The compensation payable to my Executor shall be
the oompensation due, in accordance with the fee schedule of my
Executor at the time such services are rendered, or if my
Exeoutor is an individual, suoh compensation shall be reasonable
compensation.
NINTHI Tho words "child, children, or issue", as used in
this Will, shall include adopted persons and persons born or
adopted after the date of this Will, respectively unless
expressly stated to the contrary.
TENTHI I hereby authorize my Executor in addition to all
5
I (
;' ,
"
1.9{ '/ .J) ) / (i
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO DE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
Y[AR
NUMO[I\
)I
I
,
I
~
1Ir!~ \'.110 rx' t 1. ".'
,
10
21, II Un0181. gr..ler Ihll Uno 19, onlor Iho dllter.nc. on L1no 21, Thl.l.lhITAX DUE.
A, enler Ih. InlerOlI on Ih. blllnc. due on Lln. 21A,
a, Enter Ihotolll 0' Une 21 Ind 21A on L1no 21B, ThI.l.lh. BALANCE DUE.
.t.r nf Willa. .6.~"t
.. .. IURI TO ANllWllt ALL QVZ8TIONl ON RIVIRBE BIDI AND TO IlECHEOK MATH ..
Under pen.III" 01 perjury, I cllcla" thai I hilvfI oWllmlnecl Ihlt flllurn, IncJudtnQ 'ccompanylng tehftclulu and 1lalllmltnlt, and 10 the bul Of my knCl"NltdQI'M bflll.l,
III, trUI, eorltc! and complet. I clllclar, IhataH ,Ilal "'~Ill. h,,. tlt'lln fflllorlftd ", trUII mllrl<"ll,IlllulI Ollr.tllfllllnn 01 prepM.r olhlf th~n 1118 Pftrtonal r'JHUlntallVI
I'
b.ud Ofl alllnlorm.llnn 01 which prlparer hu any ~Mwl'clQ' PNC BANK, N. A. t CO-EXECUTOR
~lm,^TIIR( rF ~OIj RF~rONSlmF rCIR rll,ltlCl RFTUflN ^OORF~S '12'12 CMI.ISL[ I'IKE
~! _ 17011
SIGNAtURE Or: PflEf1AR ~ AlJDREGS
I
w
o
S
lS~S
~~~
n
~
~
i
~
5
I
~
ron Of\Trs or (H~MH MTrR IUll/OI r.mCK IlERl:
Ir A SPOilS^!.
f10'lFRTY r.rH:DlT IS ClAIMED
rUT tllJMIH;R
o
21-911-0029
r.rmt10HWJ:M,TIl or nNH!!I'I'I,vMII^
l'U/l1"tt1r.H't or UVr:ll\Ir.
OUT 26060\
H^~aIG!U~O, r^ l'lJ".o~ol
GOllN1Y GOOI:
! : ,mnrmmrrmAliT'iRESS
lLh~T, r1R~T :'\Wff.lTTir'ITrmITlAU
312 Nnl\l~ 2CT~ SIOEET
r:AMI' ~ III., P A 1'1011
('O!!!,~ r:lIMOEI\I.ANO
J~ n!l'UlV1'li'm'r.!" Ifj~lRlIC,TIOfml
OJ, R.mllndtr Re'um
ltor dll.. Dr dtllh prior '0 12.1J.9;
o 4, UmU.d [.111. 0 4a, Fulure InlerOlI Comproml.. ~ 5 Fed",1 E"lle TaN R.lum R.qulre,
(lor dl'OI 0' dellh after 12,12.02)
~ 9, D..odolll Dlod T..tllo l'9 7, Doced.nl Mllnllln.d a Uvlng Tru.1 OJ_ 8, Tot II Number 01 SI'O Dopo.U aON'
(Alllch copy 0' WlU) lAlllcll copy 0' Tru.t)
ALL COIlIlIIl' I!NOE ANlI OOHflIDI!N'l'IAL AX INFORMATION BHOULD II DIRICTED TO'
ALO KRAMER, VICE PRESIOENT L L 2 CARLISLE PIKE
f CAMP ~ILL, PA 17011
17 nO-22~'1
" R..' E.llle lSch.dule AI (1) 385,000.00
2. Slock. Ind Bond. ISchedul. B) 12)
3, CloulV Held Stock/Plrtnershlp InlorOl' (Sch.dtrlo C) (3)
4, Morlg'901 Ind Nol.. Rocelv.ble (Sclledule 01 (4) _
5, CUll, alnk Depo.U. & MlsceUln.ou. P."onl Properly 15)
(Sch.dul. E)
\/AIl[. ANNA nunt
. C I.,. 1 ,"""nFn - prof 'C}'j' lr',I'^j':lll'"
171-.10-09311 L,.
," "" ,,,.. , ""'",,. ""..'..... "'''', LOll, "" "I''' ''''''I
: {) I I
~j10/96
..~niJTfiT' IJ,
liD I Orlglnll R.lum
o 2, Supplemenlll R.Iurn
8, JolnUv Owned Propertv lSch.dlll. F} (0)
7, Tnn,'e" (Scll.dul. G) ISch.dul.\) (7)
9. To'"1 Groll Au.l. (/0111 L1n" ,.7)
9. Funerll E"ll.n..., Admlnl.lrltlv. Co.", MI.c.Ulnoou. (9)
El<I>en... ISchedul. H)
10. Debl., Mortgag. UlbllUI", Uen. (Sch.dulo I) (101
11, Tolll D.ductlon. (Iotll UR" 9 & 10)
12, N.I Vllu. 0' E.llte lUne 0 mlnu. Une 11)
13. ChorU.blo Ind Goyemm.nlll a.qu"I' (Sch.dule J)
14. Nel Vlluo Subl.cllo TIN (Line 12 mlnu. Line 1J)
1, 197. 506.19
73.261,54
1,124.244,65
5.000,00
1.119.244,65
15, Spounl Trln"o" ('Dr dll.. 0' death Iner 8.30.94)
S.. In.INcllon. lor Appllclble Percen'"g. on R.ver.. (151-
Sldo. (Includ. Vllut. from Schodulo K Dr Schedule 104,)
18, Amounl 01 Une 1~ l.ublo 118% ,.'e (101--
(Include Vllutl from Schedlllo K Dr Schedule M,)
17, Amounl 0' Une 14 IINlbl. II t5V. ra', (17)
llnclude Vllu.1 from Schodule K Dr Schedul. M,)
18, PrinclpllllN due (Add lu from Un.. lS, 18 Ind 17,)
10, CredU. Spou..1 Poverlv Credit Prior Plymont. DI.counl
66.554,66
1,500,00
68.054,68
+
+
(19)
(2Ol
20, II L1n. 19 I. gr..ter Ih.n L1n. 18, .nler Ihe dl"orence on Un. 20, Thl. I. Ihe OVERPAVHENT
C'mc:.k horn 1 f YUU. .'11'0 rnquo!. t lf1U i'l rc fund 0 f your Qvurrmymun t .
~A.O~4 M
(21)
12tA)
121BI
M O~4.6R
DATE
:=JJ IS'" S"
DATE
Mt, H"A ot 199/1 "rovldoB ror 1.110 rodllotloll nf t.I10 tnx rnton ImpnRod 011 tllo 1I0t VIIIIIO nr trRIIsf;'r. to'
or ror 1.110 IIS0 or 1110 npOIlBO, 1110 1'0tOB nn proRorlhod hy tllo Rt,OtlltO will hOI
. 1% I ,Ol) wi I I ho nppl Innhln ror oRtntoR nf 1l00ndolltA dyloo on nr Aftor 7/1/9q "nd hororo 1/1/96
. ?% (, o?) will ho npp 1I00h I 0 for OR tn tos nf doondon tA dy I no all nr nftor 1/1/96 ond hororo 1/1/91
. 1% (,n,) wi I I hn nppl Innhln rnl' oRtntoR or dooodolltR dying on of nrtor 1/1/91 ond hororo 1/1/98
. SpOIlRRI tlonsrBrs ooourrln9 011 or ortor 1/1/98 will ho oxompt rrom Inhorl t,onnn tBX.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ( V) IN THE
APPROPRIATE BLOCI(S.
B
}, Old decedent .aks a tranlfer and,
A. retain the u.e or incole of the property tranlferred. "................ .i................ ...............
x
X
b. retain the right to dnlgute vho Ihall un the property trmferred or Ita !ncau, ..."......,.."....,
c. retatn I reverltoulry interest or .,.........,.....".,..................................,...,....,.... I.
X
X
d. receive the prollse for llle of either paymta, benelltl or care? ..............................,.......
2. tf death occurred on or before Dece.bsr 12. 1982, did decedent within tvo ysarl preceding death traulfer
property without receiving adequate conllderatlon? If death occurred after Dece.ber 12. 1982, did
dlcedent tranlfer property within olle year of death without receiving adequate conllderation? .."..".,....
3. Old decedent ovn an "tn trult for" bank account at his or her death?"......... .." Of............."..'''...
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU
MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURf\
I' I .
c,
"
, I" ( ,I
(:
\..n
.,-
.'.
J
')
" , "
...1 '-)
l.ll.l: \J' i){.)
0.: .
nY. 11510 rift 11-871
C~11ttOHWI:M.TA or PrNtIS'l'LVMU ^
IHKIIIT^HCr. T^l ~ITURN
~talntNT Dr.r.EDEln
ESTATE OF
\/AOr. , MNA ,lUm
I SCHEDULE G
L- TRANSFERS
-'---FILE tuIlER
123?Ot)(,
PMI
Pl.... print or Typo
21-9'1-0829
lOllS SCHEOULE MUST DE C~MPLETEO ^NO FILED IF TIlE ANSWER 10 ^NV 01' IHF QUESTIOIlS ON HIE REVERSE SlOE OF H'E COYFR SliEST IS VES
ITEH DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUf. D~D, 0' DEP.\!l~
tuIlER troal_,.... " v. "'.,.,....., ""if '.I.HlMtll. " ~t. doll'" If''''''"" OF ASSET INT. INTI IS
-
DECr.OENT r.XECUTr.O A REVOCARLE Or.E J
or TRUST ON Sr.PTEMRER 1/i, 1981,
NAMINO CCNR RANK, N.A, (NOW PNC
PNC DANK, N ,A, I TRUSTEE. SEE COP~
or INSTAllMENT ATTMIlEO, OECEDENT
RECEIVED TIlr. INCOME fOR IlER LifE,
THE PRINCIPAL Of TIlE TRUST IS NO~
PAVABU TO CERTAIN Of S[T II.OR'S
L I NEAL liE I RS,
TIlE ASSETS COMPR I S I NO TIlE PR I NC I P 1-'1.
or lIlE TRUST WEAE REVALUED AS or
9/17/911, SETTLOR'S OATE or DEATIl,
AND ARE LISTEO RELOW,
.6.Q/IQ.S
1 15,000 PAA or.orORO AREA SCIl OIST
6,OOO~ DUE 4/15/2009 14.932.73
. 99.5515
INTEREST rROM 5/31/94 TO 9/1'119 ~ 265.00
2 15,000 PAR BERKS ONTV PA
5.000~ OUE 5/15/2008 15 .620.30
(I 90.8020
I NTERr.ST fROM 5/14/911 TO 9/17/9 ~ 254.17
3 10,000 PAR BLUE RIOOE PA SCIl OIST
5.55~ DUE 6/1/2008 9.566.65
(I 95.6665
INTEREST rROM 5/31/94 TO 9/17 /\ ~ 163.42
'1 15,000 PAR CAMP IlILL PA SOIl 018T
6.850~ DUE 3/01/2001 ".385.31
. 102.5687
I "TEREST rROM 8/31/94 TO 9/t7/\ , 45.67
5 20,000 PAR CENTRAL RUOKS PA SCIl 0 I ST
6.10~ DUE 2/1/2004 21,442.20
(I 101.21 to
INTEREST rRoM 1/31/94 TO 9/17/' I 171.22
TOTAl(At.o Inl.r on IIn. 7, RtclPllullUonl
(II marl .pIC. II needld, In..,1 addlHanll ,h.el. 01 urn. ,In)
"
JIlr.y, \'310 U- !;' .,,,, I
""MHjltnfCM.Tn 0' PCtmIlYLV^Hl^
IIntr:l\ITM~C.E T^1l UTlfllH
lltllDEHT VrCtnr.HT
SCHEDULE G
TRANSFERS
PAOE
Pl.... print or Type
2
fSTUE OF
WAOr., ANNA RIITII
-mE IU1IlER
123200fi
21-9"-0829
HilS SCIIEDUIE MUST DE COMrLHEO AIIO F1LEO If TilE AIISWER TO AllY Of TilE QUEST 1m,s 011 TilE REVERSE SIDE or TilE COVER SIIEETIS YES,
1
ITEM DESCRIPTION or PROPERTY EXCLUSION TOTAL VAlUE D~~D, OF DECE~'~S
WHBSR OF ASSET X
lrocll.dl ....... tl I,.. trIM''''", thtlt ',IIII."hl, If cktdlnt, eMit t' t'IIM'''', INT, INTERS T
, 10,noo PAR CIIESTER CNTY PA
6,100% DUE 12/15/2001, 10,811.63
0 108.1/63
I NTERE5T FROM 6/111/9" TO 9/11/' , 111.22
10,000 PAR l>ELAWAflE CNTV "A ROL WTR QUAL I TY
swn flV 6,900% DUE 5/01/99 10.920.93
0 109,2093
INTEREST rROM 11130/91, TO 9/171' , 260.61
10,000 PAR DERRY TWP PA SCII 0 I ST
5,125% DUE 9/1/2008 9.162.85
0 91. 6285
I NTEREST FROM 8131/91, 10 9/11/S' 22.78
10,000 PAR EVERETT "A AREA SCII 0 I 51
6.200% DUE 0/15/2005 ,10.278.75
0 102.78/5
I NTEREST FROM 0/14/9" TO 9/11/S' 55.11
15,000 PAR EXETER TWP PA SCII 015T
5,850% DUE 5/15/2009 111.799.86
0 98,6657
INTEREST FROM 0/22/9" TO 9/17/1 ~ 58.50
1 15,000 PAR OOVERNOR MIFFLIN PA SCII DIST
1,000% DUE 3/01/2005 15.395.10
,0 102.6340
I NTEREST FROM 8131/94 TO 9/11/1 I 46.67
10,000 PAR PENNSYLVANIA ST III OilER EOL
F ACS AUTlI COLLEOE '" UN I V REVS
1% DUE 1 /' /2000 10,168.25
0 101.6825
INTEREST FROM 6/30/91, TO 9/11/1 , 147.78
3 15,000 PAR PENN9YLVAN I A 5 T "UO Sctl OLOO AUTI
LEASE REV SER OF OF 1985 8,50%
DUE 11/1/9" 15.082.76
CI 100,5517
INTEREST rROM '1/30/9" TO q/ 11/' , 481.61
TOTAllAllo Inllr on lint 7, RtclPllullllonl
(,
II
9
10
12
(II mort tp.CI It need.d, In"r1 additional theett of tam. till )
I
..,....., Y"-~ ............
.'~.....
p,ty. UJO u+ l1~ft11
'. .
('t'ln'toHHIM."rR or nNHIVLVtlHI^
1I1IlU1TfoNCI: T^I UfU""
..r51DtHT DECEDENT
SCHEDULE G
TRANSFERS
pl....
3
--fiLE IU1IlER
ESTATE OF
WAO~, ANNA RUT~
21-94-0B29
1232006
D~.. O;.Di'c~~!s~"'s ,-
m~ DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE
IMtI R 11'1II1'" NM .f ti"4 tr..."...., thoV tlhtlClMhI. 't dKHfrIt. Nit .f tr_,.... OF ASSET INURE
II 10,000 PAR PENNSYI.VANIA ST UNIY
REY SEN 8607,100% OUE 03/01/96 to ,390.35
. 103.9035
INHREST rROM 6/31/911 TO 9/11/1 I 31. 56
5 ?O,OOO PAR SPRINo-rORO AREA SC~ OIST PA
5,800% OUE 2/01/2009 19,327.60
. 96.6380
INTEREST rROM 7/31/911 TO 9/11/11 148.22
6 10 ,000 PAR UN lyERS!TY AREA JT AUT~ PA SWR RE
5,10% DUE 11/1/2009 B,907.40
II 69, 01~0
INTEREST rROM 11/30/911 TO o /11/S 1 192.67
7 10,000 PAR WEST ~IIESTER PA SWR REV
8,600% DUE 11/01/911 10,056.3B
II 100.5638
INTEREST rRoM 11/30/94 TO 9/11/S~ 324.89
8 10,000 PAR WEST JErrERSON itlLLS PA Sell 01ST
SER 91 6,BO~ DUE 2/1/200~ 10,849.05
. 108,~905
INTERESl fROM 7/31/9~ TO 9/17/S~ 86.B9
15,000 PAR WEST MIDDLESEX AREA SCII DIST pA
6.000% DUE 6/15/2009 1~ ,869, 5B
II 99 , 1305
INTEREST rRoM 5/111/94 TO 9/11/9 I 305.00
15,000 PAR WESTERN WAYNE PA SC~ 0 I ST
7.000% OUE 10/15/2002 1,,444.B3
. t02.9655
INTEREST rRoM 11/1~/94 TO 9/11/9" 443.33
~SIllllKS
1 1,600 SHS ARMSTRONG WORLD INDUSTRIES INC
COMMON 16,900.00
. IjB.0625
.
-
TOTALIAIIO enle, on line 7, Recepllultllonl
---
TillS SCIIEDULE MUST BE COMPLETEO AtIO FILEO IF HIE ANSWER TO ANV OF TIlE QLlESTIOIIS orl TIlE REVERSE SIDE OF THE COVER SHE6T IS YES
19
20
2
(If mort tpI\CI II n..dld, Inttrt addlllonll ,h..h 01 ,,,me tilt I
"
..ty. 1&10 J:ltf . <I-Itll
C:l'l'':''fOHHEM,TA or I'EHNaYLV"HI^
IIIHEl\IT^NCE T^X UTUIlH
IlralDtNT DEcrnENT
ESTATE OF
\lADE, ANNA RIITII
SCHEDULE G
TRANSFERS
Pl....
FILE tM1BER
1232006
rillS SCIIEDULE MUST DE COMPLETEO MID FILED IF TilE AIISWER TO AllY OF TIlE QUESTlOIIS 011 HIE REVERSE SIDE
..ru"R OESCRIPTION Of PROPERTY EXCLUSION TOJ'LA~:EL~E X
ftVnDEI fl'Ch_ ~ ., tN tt.....,.,..., 1hI11' rtl"....,tII. .. dtotclIn.. dott" ., tr",'..., INT
.
22 1,686.283 SIIS rEDERATEO ONMA TRUST
SH nEN INTEREST
ro #16
It 10,6900
2~
1,260 SIIS GENERAL MOTORS CORP COMMON'
II 50,7188
211
762 sllS IIARSCO CORP COMMON
It 42.4688
25
2,018 SHS PNC DANK CORP COMMON
It 27,/1688
26
880 SIlS T I MKEIl CO COMMON
It 38.3125
.E.UHll.S
27
5,005.005 SIIS VAN KAMPEN PRIME RATE
. 10.0400
"
TOTALfAllO enlor on llno " RI.lpllulallon,
(It mOrt .p.ell Is needld. Inllr1lddlllonl' thlll. of lime "211
,
PAGE
rlnt or Typoo
'I
?1-9'1-0829
18,026.37
63,905.63
32,361.19
" ,431.94
I' 3j,715.00
50;250.2'
$595,685.33
",:I),Ir.11 ["I 41-MI
SCHEDULE H
FUNERAL EXPENSES
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
pl.... Print or Type
FILE tUIIER
PAGE
cnt1t1OHWJ:M.TII or PJ:HHlI'i'I.Y^HII'l
IIIIIUITMICE TM!. UTUp,t1
~tllDEHT DECEDtHT
ESTATE OF
\lAD
ANNA IWTlI
12 0
2 -911-0829
ITEM
NUMBER
DESCRIPTION
AHOUNT
A.
Funeral Expenses I
10/19/911
MVERS-IIARNER rUNERAI. 1I0ME I NO
FUNERAl. EXPENSES
6,099.00
2
10/19/911
ROI.I.INOOREEN MEMORIAl. PARK
rUNERAI. EXPENSES
832.00
B. Administrative costs 1
I. P.r.an.1 Repr..enbtlv. Co...I..lon. SEE ATTACIIED ITEMIZATION 22.555.00
9001.1 S.curlty Nuob.r of p.r.onal Repr..onl.llve,
V.er comol..lan. p.ld
2. Attorney r... SEE A TTACIIEO I TEM I lAT ION 20,000,00
3. reMlly EXeMPtion
cl.l...nt _ Rehtlonshlp
Addre.. of Chl".nl .1 decedenl's d..lh
9tr..t Add,..._-
city SI.t. Zip Code
~. prob.te F...
c. Hi,celllnloUs Expenses I
SEE ATTACIIED ITEMIZATION 19,469.65
TOTAL (Alto .nl" on IIn. D, R...pllul.Uon)
968,955,65
(If more H'I~C:8 l~ nUllded. IMsft additional ,nul, 01 ~Im' 'Ize 1
"
SOItEDULE "It"
PAOE
2,
PERSONAL REPRrSENTATIVE
OOMMISIONS
'ESTATE or, WADE,
ANNA RUTIt
12'32006 riLE NUMBER
I
21-94-0B29
"
"
,
"
,.1'
PNO BANK, N.A.
0I1-EXEOllT0I1'S OOMM IS81 ON
'22,555.00
"
9/17/94
TOTAL PERSONAL REPRESENTATIVE OOMMISSIONS
,
22,555.00
"
I'
,
, ,
" i'
, ,
"'I , " " ,
"
, , ,"
I' ,
,
, " , " ,
" "
, ,
,
" , 'II" " " I",
,'I' " "
", ,.
, '!\
,,, 'II' ,
'i; , "
" :, , "
'I "'. J,
I' , ',.
t,; "
"II' ,/"", , I
"
" I" "
", " , "
, "
,
, "
" ,
,';,. .. " 'I
:\ ,
'"
"
,I', ','
, "" , .d_'
I,
"
" " , , " ,
I' , , "
I 'if ,
,
"
,.
I. ,. " , , "
" " , ~ "
" "
,',
1/',1
"
\','
,
,.. ..
I'"~ ,
'I
" , ,
" ,/
,,' "
I "
{'I,. ,"
',', "
"
" ,
,
I.
"
" "
" "
"
",11
"
"
/,
I, ,
'I,
" , , , I'; ',. ,
, "
,
"
" , , ,
, , " , ,
I ~ ,
II
" "
, '
"
"
'II
"
,"
'I,
ESTATE OF \lADE. ANN^,/lUTII'
, , '
1/'
.' 12/28/9"
15
2122/95
16
2/22/95
17
. 4/05/95
"~'I
,
"
"
"
'flOlIEDUl.E "11"
,MISOEl.l.ANEOUS' EXPF.NSr.S
, "
1232006 FIl.E NUM9F.R 21-94-0929
ANN M,' MARK\..EY, TAX COLLECTOR
rEE FOR COPY OF COUNTY, l.IBRARY
AND BORO TAXREOEIPTS
CITY/COUNTY TRANSFER TAX
RE. SAl.E OF REAl. ESTATE 312 N, 26711
STREET, CAMP 11Il.l., PA
PER SETTLEMENT SIIEET
Cl.AUDE C, \lOLFE & ASSOO.
COMMISSION ON SALE OF REAl. ESTATE
312 N. 26TII ST.. CAMP IIIl.l.,' PA
REOISTER OF \l1l.l.S
FEE FORSIIORT CERT I F 10ATE'
,: ,;
,.
, '
",
, TOTAL fllS0F.l.LANEOUS EXPENsES,
",
"
I,
"
"
'I;
1','
.,', I,
, ,
"
"
,',
"i ,'i;'i
" .
';,
1 '
1;',."
'"
"
,
'"
,.
l..,
"I ii'
','
'I
, "
'"
"1'
,I, I
.,
I. ,
i "
'.
, I, "
,
""\
, ,
I , i "
"
PAOE
5
, t .00
, 3.8'0,00
11,'00.00
3.00
'I
19,469.6'
, I
I
"
I
LAST WILL AND TESTAMENT
OF
ANNA RUTH WADE
I, ANNA RUTH WADB, make this my Last will and Testament, and
I revoke any previous Will.
FIRSTI I direct my EXlcutor to pay all my last illness and
funeral expenses as loon al convenient.
SECOND I
I give and bequeath such of my household
furniture, furnishings, jewelry and other personal effects as are
described on a list lodged with my Executors to such persons a.
, set forth on such list. Such of the rest, residue and remainder
of my household furniture, furnishings, jewelry and other
~
personal effscts, I give and bequeath to my 80n, GBORGB N. WADB,
JR., as he select.. If George N. Wade, Jr. is not then sUlviving
or as to the balance of such property, I give and bequeath such
household furniture, furnishings, jewelry and other perlonal
effects unto my grandchildren, BETH W. NELSON GLYNN and GEORGE N.
WADB, III, as they shall select, in as equal shares as is
practicable, per stirpes.
THIRDI I hereby expressly exercise the powers of
appointment granted to me in the Trust created in the Last Will
and Test...nt of my deceased husband, GBORGB N. WADB, with CCNB
BANK, N.A., a. Trust.., and the power of appointment granted to
me in that Trust Agreement dated S~ptember 8, 1954, created by my
hUlband George N. Wade with CCNB Bank, N.A. as Trustee, and any
other power of appointment which I have in favor of CCNB Bank,
1
N.A. a. Tru.tee of that Tru.t dated September 16, 1987, a.
amended, created by me a. Settlor with CCNB Bank, N.A. a.
Trultee, to be held, adminiltored and distributed al if a part of
that Trult.
All the relt, relidue and remainder of my eltate, including
all my real and/or personal property, I give, devise and bequeath
In Trust to CCNB BANK, N.A., ae Trustee, to be held, adminiltered
and diltributed a. if a part of that Tru.t dated September 16,
1987.
FOURTH I I direct that all eltate, inheritance and other
taxe. in the nature thereof, together with any interelt and
penal tiel thereon, becoming payable becau.e of my death with
,
relpect to the property conltituting my grol. e.tate for death
tax purpoles, whether or not luch property palsel under this
Will, be paid from the reeidue of my estate, and no penon
receiving or having a beneficial interelt in any luch property,
whether under this Will or otherwile, shall at any time be
required to contribute to or refund any part thereOf, provided,
however, that this direction shall not apply to the taxe. on any
property included in my e.tate solely becaule of a power of
appointment thereover which I poslels but have not exercised or
on any qualified terminable interelt or to any generation-
Ikipping tran.ter taxe..
FIFTH I My Executor i. hereby authorized and empowered, in
addition to such power. granted executors by law, all exerci.able
without court orderl (al to lell securitie. or other property,
2
,I
I
>'1
real or perlonal or bothl (b) to borrow money from luch perlons
alit may d.sire, including the power to borrow from itself a. an
individual or al a fiduciary under any Trust Agreement for any
purpose necellary or delirable in connection with the payment of
taxel or other matters incidental to the settlement or
adminiltration of my Estate, or for investment purpose., on
either a sscured or unlecured baeis, at such rate of interelt a.
may be necellary and to sign note I and to pledge the alletl of my
Eltate al lecurity therefor I (c) to make noneprorata
distributionl in kind or partly in kind or partly in cash I (d) to
rltain all or any part of my property, real or perlonal,
,
conltituting my E.tate for such time al my Executor deeml belt or
to invelt or reinvelt the lame without being reltricted to
"legAl" inveltmentsl (e) to compromile claiml against or in
, favor of the Eltate, with or without Court approval on luoh terml
and conditionl as Executor deeml appropriate, in my Bxecutor'l
sole disoretionl (f) to olaim, in my Executor'l dilcretion,
expenses of adminiltration of my Eltate al deductions for federal
inoome tax purposel, when this will result in an overall
reduction of income and deathtaxel for my Eltate (no adjultments
between income and principal or in the Amount of the
di.tributions to the trultl created by .eparate instrument Ih.ll
be required .1 a relult of luoh action)1 (g) in my Exeoutor's
lole discretion, to allocate suoh exemptionl as are available al
to the generation Ikipping tranlfer tax to any property to
exolude any property from that Allooation and to make all related
3
allocations thereto. No beneficiary shall have any olaim against
my Exeoutor for exercising suoh allocation powers as granted
herein, (h) in my Executor's sole discretion to compromise
taxes on future interests on such terms and conditions as
Executor deems appropriate,
SIXTHI I nominate, constitute and appoint my son, GEORGE
N. WADE, JR. and CCNB BANR, N.A., as Executors under this my Last
Will and Testament. If my son, GEORGE N. WADE, JR. is unable or
does not desire to so serve, no successor exeoutor need be
appointed. No bond shall be required in this or any other
jurisdiotion of my Exeoutor.
SEVENTH I I hereby nomin~te, constitute and appoint CCNB
BANR, N.A., as Guardian of the estate of any minor or other
benefioiary physioally or mentally unable to manage his or her
affairs and to serve without bond in this or any other
jurisdiction.
If any benefioiary of my estate is under the age of eighteen
(18) years at the time at which distribution of any property
devised and bequeathed by this Will would otherwise be made to
such beneficiary, or is unable to manage his or her own affairs,
my Exeoutor shall distribute all such property to the guardian of
the estate of such beneficiary.
The guardian shall hold, manage, invest and reinvest any
property reoeived by the guardian (whether under this Will or
otherwise), shall oollect the inoome thereof, and shall apply so
much of the net income and, if the net inoome is inSUfficient, so
4
much of the principal of the property held for such beneficiary
a. the guardian .hall deem neceslary or advi.able for .uch
beneficiary'. health, maintenance, support and complete
education.
The guardian shall accumulate any eurplu. net income
annually and add the same to the principal of the property held
for suoh beneficiary.
When .uch beneficiary attain. the age of eighteen (18)
year., or beoome. able to manage hiD or her affair., the guardian
.hall di.tribute to such beneficiary all property held by the
guardian for .ugh beneficiary.
If .uch beneficiary die. before attaining the age of
eightsen (18) year., or becoming able to manage hi. or her
affair., the guardian shall di.tribute to the per.onal
reprs.entative of such beneficiary's e.tata all property held by
the guardian for such beneficiary.
EIGHTH I The compen.ation payable to my Executor shall be
the compen.ation due, in accordance with the fee Ichedule of my
Executor at the time .uch services are rendered, or if my
Executor i. an individual, .uch compen.ation .hall be rea.onable
comp.n.ation.
NIRflI The word. .child, children, or i..u.., a. u..d in
thi. Will, .ball include adopted person. and per.on. born or
adopted after the date of thi. Will, re.pectively unl...
expreeely .tated to the contrary.
TENTH I I hereby authorize my Executor in addition to all
,
<
5
..-'
A Setllllment SI,lement ~ C. U,S, D.p.l1m.nl of Houllng .nd Urb.n D.v.lopmunl
APP~A~
y~~'( HUD.IIH\81 RESPA, HB430S,2
tepresenllng T A Tlll~ln,uranco Company 01.19 ~o 2502-()2&
a TYpe 01 loan
IOFHA 20FmHA J 0 Cony Un"" ~ 6 F'" Numbe' ~"mbe' \ 6 MortQiloe Intur.nC' C... Number
.. 0 VA ~ 0 Cony Ii'll 1--//7k()Cf{(!
--
C NOTF. 1M 101m IS IUIMnld fo girt rOu I ,,,,,m.nl olan/u,1 Sill/emIl'll eOJls Amount' paid 10 and by th, "m,mln/_gln/I" ,flown II,ms m,'lItd "(P,o.c,}'
we" (llld ou/JId. '''8 clotmQ- lhey fr, SflOwn fl'" fO/ln'armlllon.' pu/pO!" ,ncI." 1'101 rncludtd In Ih, '0""
- -
o Name and Acld'ell nl OOflO.....e' F. Name and Ae1dltu 01 SellfH K' IYod e F, Name and A6dr.II 01 Lindt' / . ...
W; \ \1;"" 'i<, r:,U[U bu" &d.d.~ ~.(. ;\. ..~" [a~1C'''' y}1(",t9a5 e. ':> e. yv/(.,".), ;t
~v,b4ip~d' ~~!~!~:" G-..e(,Vt~ N, w~cLe-J 1r ....-
PN [l,1J"f<"N;.l. (~.htlU~H~
U Property local Ion N, ~ t.;iL, S -}y...-et H Sollle"",nl "oint ie,.,yy '-I KeliAl1f"
'3''h Tu 10. No
C ({ rl\ \J r+i )), P.4 Plllce 01 SeW.menl I Slf1I.mtnl Oat. s-
nOlI J.., )J, Fn/'\ t 5f~dr '). - ? '-- q"
M Sette"s Tu 10 No
o PrinCIPII RUld,nce 0 Othlr Aell ESllle Ho.vv;"bl<"l' PA, 17/6/ ,.H"8M~ S
J. SUMMARY OF BORROWER'S TRANSACTION K, SUMMARY OF SELLER'S TRANSACTION
- GROSS AMOUN1'DUE FROM BORROWF.R:
100, 400 GROSS AMDUNT DUE TO SELLER:
101, Contract ,aiel lH,ce ,dt;' "0" all .\01 Contract 1018' price 1"'';('111. 0"
1(i2.Perlon.1 Prop6rt" --
- 402, Personalo,ooertv
103, Settlement charge' to borrower Iline 1400) IJ, ii Q ftn 403.
104. 404
105. 405,
Adjustment! lor items peid bV seller in edvance ' es egleed Ad/ul/menIS lor items paid bV seller in advence. as egreed
106, School To< 1.- l.'l..-+.' -j.1" -4-.1Q q{) 406 School Ta. ,., . 1, 1. -I,n- I,. 1,f) Q,7c{ ,'tD
107, Ta. 407 T..
lOB, Ta. 40B, Ta.
I 109. Sew6r 409, Sewer
110, Tralh 410, Tra,h
--
Ill, Water 411 Water
112, 412
.
120. GROSS AMOUNT DUE FROM BORROWER 1"i11."".,t .~~ 420, GROSS AMOUNT DUE TO SELLER h..,q,jq 9b
200, AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER:
201. DepOSit or earnest money r.,,~ ,W OIl 501 E.cell d6pas,tlsee instructionsl 1'l,'il<;'/JIJ or,
202. PrinCipal amount of new loanlsl 1............ DO 502, Settlement chara6S to leller lIine 14001 ' <Z.<70 I,l/'
~ EKllting loanlsl taken subject to S03 F.X1l1lOn laanlsl taken subiecI 10
204. C~""_;~~'A~ r:'J-' ( -. ,1\ 1 1<:/ -CD 504 ~oll
205. 505 Paiall
206, 506,
-
207 507 .1--
20B. SOB
-
209, 509
Adjustments lor irems unpaid bV sellor . ,1$ agreod Ad,ul/menrs lor Iloms unpaid hV seller. as Bgreed
210, School Ta. SID c;d\OOI Tal< I
211. Ta. r " .. n. 1 11,1~ lc,") ljll TJ' ( ". .L,. ..-n.. ... L I. I-.t" , _ 'l. "'- J'J,-' (en
~~. I , lj I ~' T..' I
213, S6\110' r."'" ~+ . U;0,"4rJ ~) I 1 (~t'~t'( ,'l\Se5~m,:-4- ~ U/1l1 uvl
....-
214, Trash ,l~ r',Hh
215, Wator 51, ',\',Ill" I
- - -_....---
216, 51G I
217, 517 I
---
218, " . ~) 1 H
.--- _.___...._.n ._
119, 519
170, TOTAL rAID ov/rOR BORROWER '\ 1,"10'" U1 !,'20 TOTAL REDUCTION AMOUNT DUE SELLER l-i"'I~I.-,; n
100 CASH AT SETTLEMENT FROM/TO BORROWER GOO, CASH AT SETTLEMENT TO/FfWM SELLF.R
---- -
10\ GrO\\ ,1mO\JnI due trom tlOrrower Uiflc '201 \lJ\1 1,M 'Ii, 601 Grms amount dlll'! to soller (fine 4201 1~'/,51.7~ I'(D
-' - - -
102 u!SS amounts paid by/tor horrower (line 220) I'W,j ,~: 602, Leu reductions 11 amount due sellor (line 5201 " "n j.jqjJ q,1
103 CASH ('\Lf RmM I n TOI BOR ROWE R Ilr,., L-tlllql~ 603 CASH I ~TOI III FROM) SELLER 1'l,ln,'~lG1
SOLlCIT^TION
'You .110 lequlllo by law \0 p'O~ld6Ine !olllemrml Agenl With '1'0111 COHect Ia-payel IdenllllcallOn number ,t you do not proY'H10 lhe 60llltlmenlllgenl With your CO,fllCI
'".pay,r IdenllllCI\lon nllmbo' yOu mlly OIl suhlllCllO CI~II or cnmlna' penalllU Imposed o~ law
.....~RTI'ICATlON
un07,.n,'"" nl '''I'''' ",,'01, Ih" 'h. n,,,"p,, ,"o.n~"~ r.n"'CI ".,.,,, "Ionl,,,,,,,nn "..mh"
...:;:-' '7 ,i( }7!1 :l~' '". ~~~~~-..1/.t~/a.s=-
:.-..._~ '.,,,iI\',, ":9~~' _ AI'" ,.2. SOl"" s,.on"''''
5UnSTIT\JH 1099
Till' ,nlo/mAltr'>f' if)f'\l~lrll'HI.n nine.' f'. Ii I 1.1 ,vlll CJf' I,no .101 '\ Im(lCH!!1nl t". IldormlllI0rlllnC11\llo.nq 'Uln,\t1nrl lC'l1t10 '"'Off"",1 n{l~lHl\Jl" !len'ICll II
~ou ^'('
'"1']",''''' 11/1,11' .111",,'/1 it r\."1"1If"1L1' rwn,llly or 01111\1 .."nrl,CI" ~,lIlllllml)()',I'(1 ,Jr. yllll'! 1111\ ,lfo!1\ I', ~oq\IIIf"IIO tlQ fUlloflt)(j and 1hO IRS (lull!rmlf1(l~
Ina\ " "'" nol beOn
~r. :,'\1"1
t'
.\PPLlCATION'
PAOE 2
. SETTLEMENl CflARGES
L
00 T.'lTAL SALES/BROKER'S COMMISSION haserl on ""ce S 6)l " -
,- PAID FROM PAID FROM
DivIsion 01 Commission (line IDOl dS lollows' BORROWER'S SELLER'S
701, S to FUNDS AT FUNDS AT
702 S 10 SETTLEMENT SETTLEMENT
---
703, CommlHlOn paid at Settlement
704
705,
-
800 ITEMS PA Y ABLE IN CONNECTION WITH LOAN
801. lOlln OriginatIOn Fr.o % -rr> ~ Iyl...i C!.3,tlO /), "b~ I'I)L
802, Loan Discount 0'
0
803 ApprMlal Fee 10
804, C'ed,1 ~epor! ID
805, Lender's Inspection Fee
806, Mortgage Insurance ApplicatIon Fee 10
807, AssumptIon Foe
80B, A "~I:, ,,-Nu~ Fo{~ 1-u ~ l ), 1 . e,;-t;i'\ PIlI
B09, I
BID,
900, ITEMS REQUIRED BY LENDER TO BE PAID IN AOVANCE
~Ol. Interest from .2.' '). ... 10 3-1 @l$ i'. {,U Ictay (Wa-l,/IIi1 Por
902. Mortgage lnsura~ce Pr~mlum for monlhs to
903, HUMd Insurance PremIum lor years 10
904 years 10
905.
-
1000, RESERVES OEPOSITEO WITH LENDER
1001. Hazard in5l.uance J.. mOnlhl @ $ 1.0,/..1'1. per month , '1. /) il'l ":' ~" '.
1002, Mangaye Insurance monlhl @l $ ner month ' I \.\:, ..7~~h~'
._~~'....,.. ...4;
1003, C,ly proper!V ta.es monthl @l $ per month "1'1 ".li71'
..~\,' ,
1004, County propenv laxes I;;: monthl @l $ <(,(), I q. per month J ,,1-/" ~, "~,,.. .\,
.. ."",,., ~ ....
Q - j '.'~t"
1005, SchOOl propellY la'el montlil @l $ :2.} J, 70 per month I QI\("' ~/ ''''.it
" "~ ,.
'" .
1006, InlOrlm aueUrnont monlhl @ $ per month ,.'
, '....
1007. monthl @l $ per month ' '0" ~ 14'
':,.~J
1008. monthl @l $ pcr month ~ . . r
1100, TITLE CHARGES
1101. Settlement or clollng fee to I I
1102, Aburact or title search to i ......., A. h < +. n ,1" C... 4, 11101
1103, Title examinatIon to
1104, Title insurance binder to
1105, Document prftparation 10 C'M<' (,;u p, /J~\ POt.
1106, Notary fees to , PO(.
-- K",vlNIO"\ f/.<t,O
1107. Attorney's fees to CI."~ K ~YLuI" Id
_Ji.'!5/udel above itemlllUmbfrs: )
1108, Title Insuranca to T.A. Tltlalnluranco Co, (mcludas # //0/ 10 /104 ) I I
1109, lender's coverage ptemlum . $ prem,um co..., hOlh 1109 & 1110
1110, Owner's coverage $ reISSue 01 .
1111, Dllbulsement charge to
1112, End n 1 00, End #300, End # to
1113,
1200, GOVERNMENT RECORDING AND TRANSFER CHARGES
- 11-/ ^~ MOllgage S 1. 0,00 . ",'1
1201, Recording feel' Oeed $ Rel",e S OC
1202. Cilv/counlV tax/stamp,: Deed $ 'T <1. <:_0 ; MOlIg,qe S____ '1 4. t:D ocJ
1203. Slate ta.(stampI' DeedS , ~'W ,Mollg,g, S 3 '3 '\'0 (Jt
,
1204,
1205,
1300, AODITIONAl. SETTLEMENT CHARGES ,NOT ASSIGNABLE TO ANOTIlER CATEGORY
1301, Survey 10 '-
1302, Pest In\peCllOfl 10
1303, Broker's services
1304, Deed preparatIon
1305 .1 ~'I. ~ v, v,,, ,',J r=.... 1-n ~/r15 (Ie oj, ,)d pIJ(.,
1306 F/,,,,,} C~'~;~I't.t.{Il'" -l-rl -.E.1r1~ ( / ?" <;'l./ i'r) f -- '-
1307, DlLui'\h;. \\,. nl'.1'-;jj: 01 - 001- 00" '1'5q,"I 3~,oo ~I
130B, G,'M'/.l.(." L,'~'~;,I,,~ (::l.9>3~<;<.,<j) f?Of
1309 , ,
1310
1400 TOT AI. SETTLEMENT CHARGES (enter on /lOns /03, SeCTIon J and 502, SectIOn KJ '11. ./) 4 ~R 1 .. ~u 00
'he unrJerSI "~d '1lneb" iJc~nOl\'led t /l1e eCl'ImmcJllon dnd dfJ(J'Or;BI of Ihls stifltlmenr dlld feCtI/f)1 of J COM (.ampdllr IJ (jlf~ct,a In dll/MJI'lI!lJ r,1
.vnl Af)f)/l/.'SS _ ...__________
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS,* ESTATE .~PPR,~m;RS
113 OLD FORD DRIVE. CAMP HILL, PA 1701\
717.737.0734
November 1, 1994
Estate of Anna Ruth Wade
312 North 26th Street, Caap Hill, PA 17011
lilIWl.
3 Footed spiral pedestal stand & contents - split
Indian paintinq - Geo. Wade, Jr. .".....
Contents of North closet,
S. Wheeler paintinq
Umbrella stand , . .
2 Umbrellas ...
. .
22!1. 00
25.00
top. .
. .
. .
, .
. . .
. . .
. . .
. .
35.00
1.00
2.00
2.00
, .
. . .
. .
. . .
. . .
. .
. f . I ,
. '.
. . .
. '.
. .
Mhc. contents of closet . , . . . . .' . . . . . . .
Contentll of South closet,
2 Silver plated brushes . . . . . . . . . . . . . . .
Mhc. contents of clout . . . . . . . . . . . ,. . . . .
" . I . , I
, . t" t I . ,
5.00
5.00
35.00
10.00
150 . 00
S. Wheeler paintinq . ,
Misc. wall hanqinqs . .
Karastan "Kirman" 4.2'X
I . . I . . , . ,
. . , t . . . .
6' rU9 . t" . t' .
.,. . . . . . .
.,
ENTRY
Pair of Stickley Cherry Windsor chairs wi needlepoint seats 350.00
Grandfathers clock - Colonial Mfq. Co. . , . . . 1,200.00
Pa1ntinq of children - Geo. !fade .... . . . . .. 25.00
Capodimante f1qural glass bowl, Italy ..,. ... 75.00
Pair of marble base candlesticks ., ....... 15.00
DuMont Hillh Fidelity record player .. .. .. ,. 20.00
Misc. 33 1/3 records . .. .............. 12.00
Hetal stand. . . , . . .. . I , . . . , . , . 'I .. 1.00
Roo.evelt - Grant pictures . . . . . . . . . . .. 40.00
Kneehole desk with leather insert &, decorative paintinll. 165.00
Table lamp " t... t , . , . . . . . . . .. .. 2.00
Candle holder ., I . , . . . , I ,. ..,.. I . I I 1,00
Desk ohair . I . It' I . , . I . , ,. ,t '" t 10.00
Carpet - out . . . . . . . . t . . . I . , , . . . . .. 40,00
CLAUDE C. WOLFE & ASSOCIA rES
,WCTIONEERS,~ f.'STA 7'E ,~I'PR,~/Sf.'RS
113 OLD FORD DRive. CAMP HILL, PA 17011
717,737.0734
Wade appraisal
Paqe 3
HALF eATH - continued
Italian mirror with marble base . .
Pair ot noral
Hisc. r.ontente
. . .
. .
. .
pictures . . . . . . . . , .
ot bath , . . . . . . . . . . . . . .
BREAKFAST NOOK
vaouum cleaner . . , . . . . ,
Elureka upriqht
Hiso. contento ot closet
I t t I .
. I . I . ,
. . .
Wash stand . I . , I I . I I .. I I
Paintinq ot doq - trame chipped . ,. ....
Children with chiokens paintinq - Geo, Wade 380 ..
S. Wheeler still paintinq ot truit . . . ,. ..
Cutle type peintinq - Geo. Wade, Jr. . . . . . . . .
Paintinq ot horl!le - Geo, Wade 60 - damaqlld . . . .
Drop leat table - top marred .,. . . . . .
Hard Rock Haple Windsor chair ...........
.' .
. .
. .
. .
. .
Settee I I I . I . . .
Miso. oontents ot room
. .
. .
. .
. .
. ,
. , . ,
. . .
. . .
. . .
. .
KITCHEN
Hiso I glasses I .... t , . , I . , . , . " . . , .
Hise. cookware I . I . . .. ,. ... ,.....
Hand mixer " ,t I . , I , , . I ". I , .
Hise I utensils ...., ,t"'" . . . . I ,
Lenox "Harvest" partial servioe tor 12 . . . . .. ..
T. Haviland - Liaoqu "Eden" 8 plates, 10 saucers . . . .
Johnson Bros., 17 plates .. .......,..
Misc. decorator plates . . .. .. . . . . . .
Lar91 lie tal tray t . . f, . I . I , I . . ,
. . .
. I . .
I , , t
Cookbook. , , , f , . I .. ,t I .., ..,
. . .
Hand painted pink lined vase with handle . . . . .
. . .
20.00
5.00
5.00
25.00
5.00
135.00
30.00
25.00
40.00
10,00
20.00
15.00
25.00
70.00
10.00
15.00
3!1. 00
4.00
!l. 00
160.00
70.00
20.00
5.00
1.410
1!l.00
45.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & EST,~T/i ,~PPR,HSERS
113 OLD FORD DRIVE' CAMP HILl, PA 17011
7\ 7.737,0734
Wade appraisal
Palle 4
KITCHEN - continued
Kitchen clock.
. ,
. .
. .
. ,
Stool I . I . I
GE refrillerator . . ' .
Ironstone creamer & sUllar on tray ."
Wooden bowl . . . t . . , . , ,
Misc. everyday dishes . . , . , .
cutlery . . . ,
Can opener
Toaster . .
Misc. contents of room
I . to . . .
. .
. . . . 'f , ,
. .
., ".,
. .
. , . . .
g.;NING ROOM.
2 Gatelell tables and 6 ladderbaek chairs
. I . t . t .,
,
t t t I I . I I
I I . , t I , I
t I . I . , I t
. I . . I I
. . t . . I
. I , . . t . . I
. . If' , t, . ,
, . . . " . I
, . . . . , , ,
1.00
1. 50
150" 00
10.00
10.00
20.00
7.50
2.00
2.00
20.00
. , f , .
. . 900.00
Tea cart . . . . . . . . ., .......,',. .. 325.00
Glass bowl.' chipped . . . ...... 35.00
Pair of IIlass candlesticks . . . . ., 20.00
Wall mounted weather station . . . . . . . . 125.00
'tIm. Rogers & Sons 10" silver plated pitcher .. .. 25.00
Corner cupboard . . . . . . . . . . . ., .... 1,500,00
45 Assorted pieces of crystal in cupboard .... 100.00
Pair of wooden candlesticks . ..' . . 15.00
10 Silver plated serving piece s . . . . . 100.00
11 Sterling sUver & \Ilau coasters .. .. 25.00
3 Footed folding top table - top needs refinished. ., 55.00
14 Piece mini-spoon collection .,. .., . . ., 25.00
16 Pieces silver plated flatware .. ....... 5.00
Assorted linens . . . . . . . . . . . . . ,. .. 50.00
Tall \Ilass goblet with Eagle motit . . . . . . ., ., .7.50
Larlle gilt framed mirror . .. ...... . . . . . 200.00
6 Piece white metal tea service . . . . . , . , .. 125.00
CLAUDE C. WOLFE & ASSOCIA YES
04UCTIONH'RS Ii EST04TE ,~PPRMSERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Wade appraisal
Page 5
DINING ROOM
7 Pieoe condiment set, ..
Misc. decorator pieces ..
.. continued
. . . . . I,'
. I . I . I . .
LIVING ROOM
Pair ot leather inlaid drop leat end tables . . . .
Victorian sota & 2 matohing side chairs & pillows .
Pair ot white table lamps .
Pennsylvania House 3 tooted
Round leather inlaid oottee
. . .
. .
. . .
. . .
. . . , . . . . . . . . .
stand . . . , . . . . . , .
table , . . . . . , . . . .
Afghan . . I . I I . t .. t t I It. t . .
Spool legged stand .,..,..........
Green floral wingback ohair . , . . . , . . . . . .
Gilt trame with oil painting .. ,.......
Books & reoords in west end oorner oupboard .'. . .
LeCoultre glass enclosed clock . . . . . . . . . .
Painting at room & barber - Geo. Wade, Jr. ....
Large table hap - girl figural . . . . . . . . . .
Pair ot ladderback chairs . . . . . . .. ....
Round leather inlaid 3 tooted table . . . . . . . .
Pennsylvania House blaok oabinet with drawer . . .
6 Pieoe elephant figurine collection .... . .
Brass oonverted kerosene lamp . . . , . " . . , . .
3 Da9uerreotypel . . t , . I , . I , . t.. , ,", ,
Pair ot light green ocoasional chairs . . . . . . "
Pair of .cono.. . t . I , . , . t . . , " I" . t .
rireplace tool set ,......... ....
rirephce ran screen - scratched . . . . . '. . . .
3 Sea shells . I I I , , I I . I I . . , . , f . ,
Gilt tn.ad painting over mantle ...,. . . . . .
Harble top table . I t I I t I I , . . . 'f . '," .'
. . . ,
. . .
. , .
. . .
. ',I
. . .
. .
. . .
. . .
. , .
. .
I,.f .
. . .
. . .
. . .
.,. ,
. . .
. . .
, , . .
. .
. . .
100.00
50.00
13tll. 00
900.00
30.00
25.00
65.00
4.00
60.00
70.00
150.0,0
50.00
45.00
30.00
125.00
100.00
80.00
70.00
10.00
45.00
85.00
50.00
60.00
,30.00
'30.00
5.00
75.00
95.00
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & ESTATE APPRAISERS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Wade apprai sal
Paqe 6
I,IVING ROOM - aontinued
SterUnq Ililver aiqarlltte box , . . . , . , , , , . . , 4!1.00
Desk/china aloset . , . . . . , . . , . . . , , . . . 3!10,00
H. J. HUIIIle 1 "Not For You" Hqurine , . . . . . . . . . . 9!1.00
Ehenhower plate . . . , , . , . . . " , . 10.00
Hha. hnll , . . . . , . . . . . . . . , . 25.00
Varioull decorator pieces in desk . . . . . . . . . . . 2!1.00
Needlepoint chair , . . . . . . , . . . . . 60.00
Gold winqbaak chair , . . . . . . , . . . 45,00
3 Footed foldinq top table , . . . . . . . . . . . . , . 75.00
Hahoqany drop led Iltand with drawer . . . . . . . . . 55.00
Elephant liqht , . , . . , . . . . . . . . . . . . . ,. . 25.00
F railed portrait of Geo. Wade, Sr. . . . . t . . .' . . , . 25.00
ran back needlepoint chair . . . . t . '. . . . . . . 60.00
Gateleq drop leaf table . . . . . . . . . . . . . . . . 200.00
Victorian lide chair . . . . . . . . , , , . " . . . 6!1.00
Framed LupoId floral paintinq . . . . . . . . . . . . . . 40.00
Needlepoint wall hanqinq . . . , . . . . . . . . . . . 25.00
7 Representative and Senatorial pinll . . . . . . . . . 3!1.00
Eallt end corner cupboard I
31 Piece china cup & Ilaucer colleation . . . . . . . . 100.00
MiIlc. contentll . . . . , . . . " . . j . . , . 25.00
Carpet . . . . . . . . . . . . . . . . . , . . . . 65.00
Hilc. contents of roo. . . . . . . . . . . . . . . . , . 25.00
STAIRWAY
BUilt of aeo. Washinqton . . .
. , . , . , , , , , . . . o.
S0,00
STORAg~ BQ.2li
Old kitchen table , , .
Rose colored oocasional
, , . , . . ~ . .
. , . ..
. "
'65.00
S.00
ohair . , . . . ,
. . .
" " ~
. . .
CLAUDE C. WOLfE & ASSOCIA YES
,WCTlONH'RS & ESTAl'F. APPR,~/Sf:RS
\13 OLD FORD DRIVE. CAMP HILL, PA 1101\
111.131,0134
Wade appraisal
Page 7
~TORAGE ROOH - oontinued
Brown trunk
Blue trunk
Politioal button oolleotion .
Ottoman ,
" '
'.
'. 20,00,
20.00
35.00
worthlu!I
, .
, '
Luggage . . 1.00
Picture trame . . 15.00
Hisc. 33 1/3 reoords . '. 5.00
2 Eleotrio hns " ' . 20.00
Wooden box . . . . . ,. . ' 10.00
Hisc. Christmas deoorations . " 25.00
Framed pioture ot oil wells 2.00
2 Four drawer tile oabinets . 60.00
5 Drawer legal size tile oabinet '. 35.00
3 Pairs ot antique shoes " . .' 100.00
5 Card table ohairs " . " 20.00
','
Old Pathe Viotrola . , , , 100.00
Electrio student lamp , . . . . 20,,00
.
Potty seat ,.. t 2.00
1'11'1-1 uniforms . . . . . . 50.00
Collie pioture . . " 20.00
Hisc. bed Unens , . .', . . .. . 2!1. 00
1'11'1-1 gall mask . . . , . ., 25.00
SECOND FLOOR LANDIH~
'l'elephone stand . , .
Stor&ge ohest/seat ..
Hiso. bed spreads ..
Karastan "Kirman" 4.2'x 6' oarpet .
Hisc. pioture fumes ,. ,..
.
20.00
125.00
30.00
. 1!l0 . 00.
25.00
.
'.
, .
, .
CLAUDE C. WOLFE & ASSOCIA YES
.WCTIOSF.F.RS & ~'STATE ,~PPR,l1SF.RS
113 OLD FORD DRIVE. CAMP HILL, PA 17011
717.737.0734
Wade appraisal
Page 9
NORTHWEST
3 Pieoe spooled bedroom suite with
Pair ot white table lamps
Marble base table lamp
Wooden rocker . .
Red chair .
Singer sewing machine
Carpet
Luggaqe holder
Knick-knick shelt .
Metal plant stand
Picture ot a man & woman
Seascape painting . .
Framed Currier & lves print .
Farm paintinq - Geo. Wade
Misc. contents ....
BEDROOM
mirror ,
.'
. .
, .
. .
. ,
. .
, .
. .
. .
. .
. ,
. .
.
. .
. .
. .
. ,
. .
, .
. "
. .
. .
. .
. .
, .
SOUTH HALL
150.00
15,00
5.00
60.00
20.00
18.00
25.00
1.00
30.00
2.00
10.00
20.00
20.00
20,00
15.00
Bookcase ..
Glass domed clock .
Candle holder ..
Misc, books . . .
, . . . 95,00
. . 30.00
. . . . 1.00
. . 10.00
worthless
45.00
400.00
1.00
165.00
2.00
20.00
. .
. .
. .
NORTHEAST BEDROOH
Blue ohair - worn . . . .
Bed stand . . . . . . . .
Double bed with canopy . .
I Stand . , . . . . . .
Dreuer with mirror . . .
I Bottle lamp . . . . . . . . .
Beveled mirror with cast iron frame
, I
I
. .
. . . . ,
. , " f'
. .
. .
, t . .
f , .. .,
CLAUDE C. WOLFE & ASSOCIA TES
.WC'l'IO.vURS" b'Sl'A1'E ,~PPRAISb'RS
113 OLD FORD DRIVE'. CAMP Hill, PA 11011
111.131.0734
Wac\e apprailla 1
Page 11
Deacon's benoh -
Kerosene lamp .
Table and 4 chairs
3 Hay rakes - 1 broken
Table
2 Captain's style chairs
Eureka upri9ht vacuum cle~ner,
U.S. bridle strap.
RECREATION ROOM
painted - broken
continued
"
i . ..
100.00
25,00
25.00
129.00
25.00
20,00
10.00
5.00
, '
"
.'
"
.,
'HORK ROOM
Hille. hand to,ols . .' . '. 10.00
Miso. wood , . . . 1.00
Cabinet - wood " . ' 9.,00
Law books '. . . 5.00
Mille. contents . " 5.00
LAUNDRY
Ironing board . . ., . 2.00
Wooden truh Olin '. . . .' " . 2.00
Hotpoint washer . ,. , 100.00
Bowl . " ., , . 20.00
Gibson refrigerator , " . 30.00
Metal oabinet - rusted .' , 1.00
GE iron . 1.00
Brandy snifter , _,t ., . 1.00
Cake cover " " ", .50
"
, .
howsoever, whether such addition be made by tho Settlor or any
other person. Such additional property and/or securities so
acquired shall be held on the same terms of trust and with like
foroe and effect as if said property and/or securities had
originally constituted a part of the Trust.
ARTICLE II.
RESERVATION OF RIGHTS
As to all assets of the Trust Estate the Settlor reserved
to Settlor, during Settlor's life, the right to withdraw
principal or income, and to direct Trustee to make such
investments as Settlor desires, as well as the right to approve,.
.
in advance, any purchases or sales of the Trust Estate. Subject
to these powers of Settlor, Trustee may pay prj,ncipal or income
for the support, comfort or welfare of Settlor.
ARTICLE III.
PRINCIPAL AND INCOME DISBURSEMENT
Upon Settlor's death, the Trustee shall disburse the income
and principal of the Trust Estate in the manner set forth in
detail in Schedule "B" attached hereto.
ARTICLE IV.
DISABILITY OF SETTLOR
If Settlor becomes disabled, and/or unable to aot
effectively on her own behalf in matters concerning this Trust,
then and in such event GEORGE N. WADE, JR. is hereby empowered,
on behalf of Settlor to exercise all rights of Settlor in and
2
under this Trust, except for the right to amend or revoke this
Trust.
ARTICLE V.
AMENDMENT AND REVOCATION
It is agreed that the Settlor may by a writing, delivered
to the Trustee, (a) amend, modify or alter this Agreement, in
whole or in part, provided that the duties, powers and liability
of the Trustee, shall not be changed without its written
consent; (b) revoke this Agreement in whole or in part.
ARTICLE VI.
LITIGATION TO COLLECT CLAIMS
The Trustee may institute any proceedings at law or in
equity in order to enforce the collection of debts owed to the
Trust, and may do and perform any and all other acts and things
which may be necessary for the purpose of collecting suoh
property. Trustee shall not, except at its option, enter into
or maintain any litigation to collect such property until it
shall have been indemnified to its satisfaction against all
expenses and liabilities to which it may, in its judgment, be
subjected by any such action on its part.
The Trustee is authorized to compromise and adjust claims
arising out of the Trust property, upon such terms and
conditions as it may deem just, and the deoision of the Trustee
shall be binding and r.onclusive upon all persons and
corporations interested therein, all without neoessity for court
approval.
.
3
.
ARTICLE VII.
POWERS OF TRUSTEE
Except as otherwise specifically provided herein, and in
addition to the powers granted Trustee by law, all of which
shall be exercised by Trustee without posting bond or furnishing
sureties in this or any other jurisdj,ction, the Trustee shall
hold and manage the fund, when so collected, together with such
other property as may be acquired, during the existence of this
Trust, all of which said property will hereinafter be referred
to as the "Trust Estate", or "Trust" said term meaning the
principal and income of any trust or trusts created herein or in
Schedule "8" hereof, upon the following terms and conditions and
.
with the following powers and authorities:
A. To take, hold or retain all or any part of the trust
hereby created in the form of which it may be acquired as long
as it deems advisable and to receive all the income, increments,
rents and profits therefrom;
B. Subject to Settlor's reserved rights herein to sell,
exchange, partition, lease, option, or otherwise dispose of any
property or part thereof, real. or personal, which may at any
time form part of this Trust Estate at public or private sale
for such purposes and upon such terms, including sales on credit
with or without security, in such manner and at such prices as
it may determj,ne, In the event of a sale, exchange, partition,
lease or option of any of the property of this Trust Estate,
there shall be no liability on the part of the purchaser or
4
purchasers to see to the application of the purchase money, but
the same shall be held and disposed of by such purchaser or
purchasers free and clear of any of the provisions of any trust
created hereby;
C. Subject to Settlor's reserved rights herein to invest
or reinvest the Trust Estate in any property, real or personal,
of any kind or nature, including stocks, bonds, mortgages, other
securities and common trust funds of the Corporate Trustee
without being limited or restricted to investments as now or may
hereafter be prescribed for trustees by the laws of the
Commonwealth of Pennsylvania or any other state, including the
right to acquire, sell or retain stock in the Cororate Trustee;
D. To cause securities which may from time to time
comprise any part of this Trust Estate to be registered in its
name as Trustee or in the name of any nominee or to take and
keep the same unregistered and retain them or any part thereof
in such condition that they will pass by delivery without
disclosing the fact that the property is held in a fiduciary
oapacity;
E. To make any loans, either secured or unsecured in such
amounts, upon such terms, at such rates of interest and to such
persons, firms, corporations or the executor or administrator of
Settlor's Estate without interest and without reimbursement for
the purpose of the payment of taxes, debts and administration
expenses.
f. To retain the principal or corpus, or any par.t thereof
,
5
,I
of this Trust Estate in the form of cashl
G. To vote, in respect to any securities which may at any
time form a part of this Trust Estate, upon any proposition or
election at any meeting and to grant proxies, discretionary or
otherwise 1 to vote at any such meeting; to join in or become a
part of any reorgaization, readjustment, merger, voting trust,
consolidation or &xchange and to deposit any such securities
with any committee, depository, trustee or otherwise and to pay
out of this Trust Estate any fees, expenses, and assessments,
incurred in connection therewith and to charge the same to
principal or income as Trustee may see fit; to exercise
conversion, subscr.iption 01" other rights, or to sell or abandon,
.
such rights and to receive and hold any new securities issued as
a result of such reorganization, readjustment, merger voting
trust, consolidation, exchange or exercise of subscription,
conversion or other rights; and generally take all action in
respect to any such securities as Trustee might or could do as
absolute owner thereof; to vote any stock in the corporate
trustee,if any, except that in the election of directors of said
corporate trustee said stock shall be voted as directed by
Settlor, or if not, Settlor's oldest child.
H. In Trusteels discretion to allocate to either principal
or income or between them any and all taxes (especially capital
gains taxes) or receipts or expenses which Trustee may be
required to pay on behalf of this Trust Estate.
I. To divide or distribute, whenever it is required or
6
"
permitted, this Trust Estate and to make such division or
distribution in kind or in money or partly in kind and partly in
money, and that for such purposes the judgment of the Trustee as
to the value of the different items shall be conclusive and
final upon the beneficiaries; Trustee may make non pro-r.ata
distributions.
J. To hold and administer the trusts created hereby in one
or more consolidated funds in whole or in part in which the
separate trusts or funds shall have an undivided interest;
K. To compromise claims, on such terms and conditions as
Trustee, in Trustee's sole and exclusive discretion, deems
appropriate without obtaining court approval therefor.
.
L. To engage attorneys, investment counsel, accountants,
agents and such other persons as it may deem advisable in the
administration of this Trust Estate and to make such payment
therefor as it may deem reasonable and to oharge the expenses
thereof to income or principal as it may determine and to
delegate to such per.sons any discretion which it may deem
proper. Th Trustee shall not be liable for any negligence,
omission or wrongdoing of such counselor agents, providing
reasonable care was exercised in their selection;
M. If the principal of any trust is payable to a person
or persons under the age 0f twenty-one (21) years, the Trustee
shall continue the term of said trust as to said person or
persons under the age of twenty-one (21) years, until he, she or
they attain twenty-one (21) years of age, paying over to said
7
person under the age of twenty-one (21) years, or for their use
and benefit, the proportionate share of the net income of said
trust;
N. No title in any Trust Estate, or in the income accruing
therefrom, or in its accumulation shall vest in any beneficiary,
and no beneficiary shall have the right or power to transfer,
assign, anticipate, or encumber his or her interest in said
Trust Estate, or in the income therefrom, prior to the actual
distribution thereof by the Trustee to said beneficiary.
Further neither the income nor the principal of any Trust Estate
shall be liable in any manner, in the possession of the Trustee
.
for the debts, contracts or engagements of any beneficiary.
O. Should the principal or income or both of this or any
Trust be payable to any person as to whom the Trustee has actual
knowledge of a court adjudication of incompetency, or who the
Trustee determines, in the discretion of Trustee, is unable to
act effectively on his or her own bAhalf in financial matters,
then Trustee shall have the right to use such principal or
income to pay to such beneficiary, or for the benefit of suoh
beneficiary.
P. No trust created herein, or by exercise of a power of
appointment hereunder, shall continue for more than twenty-one
(21) years after the death of the last to die of Settlor and the
beneficiaries in being at the date of Settlorls death. Any
property still held in trust at the expiration of that period
8
. ,
shall immediately vest in and be distributed to the person or
persons then entitled to receive or have the benefit of the
income therefrom in the proportions in which they are entitled
thereto, or if their interests are indefinite, then in equal
shares, per stirpes.
Q. If at any time during the term of this Trust, Trustee
determines, in its sole discretion, that the oorpus of the Trust
has become too small to be praoticable, or uneconomical to
continue, then Trustee may distribute the corpus of the Trust
estate to the then income beneficiary or beneficiaries in
accordanoe with the portions of income to which each beneficiary
is entitled, or if such portions are not specifically set forth
.
herein, then in such amounts as it deems appropriate.
R. The words "child, children or issue or descendants" as
used in this Trust, shall include adopted children and adopted
grandchildren, and children or grandchildren born or adopted
after the date of this Trust, unless expressly stated to the
oontrary.
S. All powers and authorities granted to Trustee hereunder
shall he fUlly exercisable by Tr.ustee through and including
final distribution of assets hereunder, even though the Trust
m~y have terminated theretofore.
ARTICLE VIII.
APPLICABLE LAW
This Trust has been aooepted in the state of Pennsylvania,
9
"
, '
and shall in all respects be governed by the laws of that State.
ARTICLE IX.
TRUSTEE'S COMPENSATION
Compensation payable to Trustee shall be the compensation
due, in aooordance with the fee schedule of Trustee, at the time
Trustee renders servioes hereunder, but if Trustee has no suoh
fee sohedule, then suoh compensation shall be reasonable.
ARTICLE X.
RESIGNATION OR REMOVAL OF TRUSTEE
Trustee may resign by giving written notioe thereof to the
Settlor, if living, or if Settlor is not living then to
.
Settlor's ohildren, even if those children be minors, speoifying
a date, not less than thirty (30) days from the date of the
notice, on which Trustee shall be deemed to have resigned. Upon
suoh date, Trustee shall be deemed to have resigned, and upon
delivery of the assets of the Trust to the Suocessor Corporate
Trustee appointed as described below, shall be free of any
further duty to Settlor or the ben~ficiaries or the Sucoessor
Corporate Trustee hereunder, exoept for past acts or conduot of
Trustee. A Sucoessor Corporate Trustee, a corporation, bank or
trust oompany, qua~ified under the laws of the Commonwealth of
Pennsylvania or the United States of Amerioa to aot as Trustee
shall be appointed as fOllOWS:
1. By Settlor, if then alive.
2. If Settlor is not then alive, then Settlor's ohildren
10
i
\
, .
shall seleot the suooessor corporate Trustee.
Any sucoessor Corporate Trustee so seleoted shall serve on
the same terms and oonditions, and with the same powers and
duties as if originally appointed.
IN WITNESS WHEREOF, the Settlor, and Trustee, have signed
this Trust the day and year first above written.
Signed, sealed and delivered
in the presenoe of:
~ :: ,'t;.t... I~
ANNA RUTH WADE
"SettloX'''
'u
I'~AL) '"
.
CCNB BANK, N.A.
,~TTEST:
.y-.,~~:~
"Trustse"
. . " ~'Jl,',l:,' (',,'r
I I ~ II I. 1
f/rA.lAAU..LiJ:l-M..J.<I. d
r.: ' .. ,.-
, f/.SS1. ';>IECJir; tl#~r "
,'\
,
",
:"1
;\1
co
",';,1
/,"j
",I
i
"I
, I
'I
'1
:~' ,\
;1 I
"1 . \
/0'1' '''t
''1i:''''':'t't
hi';-,- '
1_:', -,
$1_',1..' .',\"....'''"'''..;.'''.....
.;,I';,\:j,li,1 I..', '
, ,
;, <
j-I
"
.,
"'01
, ,.i
11
"
"
., .' ;.,....,,.,,,' \ 'I f'" ~
,)/1 .it'......~i
" '(I 1\''1''~'',
,__, .- -.1 ~,' 'I""
" ,
.." - ""''''/ >": ~~. .... '''-','' -. ",
, ,
, ., <"",,_;,:'h-'__i.,,~n:.;-,l' : -"
. ,
such separate trusts differently; (3) invest such
,eeparate trusts differently; and (4) take all othQr
actions consistent with suoh trusts being separate
ontities. ~urther, the donee of any power of
appointment with respect to any trust so di'v10 ld may
exercise suoh power differentlY with respect t, the
separate trusts oreated by the division. Sett~or
exonerates Trustee from any liability arising trom any
exercise or failure to exercise these powers, provided
the actions (or inactions) of Trustee are taken in good
feith.
If Trustee exercises the special election provided
by Section 2652(a)(3) of the Int.ernal Ruvenue Code, as
amended, as to this Trust, Settlor authcrizes Trustse
in its sole discretion at any time prior to the funding
of the trust by an instrument filed with the trust
records to divide the trust property into two
fraotional share trusts, cne based upon Settlor's
generation skipping transfer exemption allocated to the
trust and the second being the balanoe of the trust
property.
If a trust hereunder would be partially exempt
from generation-skipping tax by reason of an allocation
of generation-skipping tax exemption to it, before the
allocation the Trustee, in its discretion, may divide
the trust into two separate trusts of equal or unequal
value, to permit allocation of the exemption solely to
one trust whioh will be entirely exempt from
generation-skipping tax. In addition, if a trust
hereunder is entirely exempt or entirelY non-exempt
from generation-ekipping tax and adding property to the
trust would partially subjeot it to generation-skipping
tax, the Trustee, in its disoretion, may hOld that
property as a separate trust in lieu of making the
addition. Exoept as otherwise provided in this
instrument, the trusts created heroin shall have the
same terms and oonditions, but the Trustee shall not
make discretionary distributions from the income or
principal of the exempt trust to beneficiaries who are
non-skip persons so long as any readily marketable
assets remain in trust other than the exempt trust.
Upcn diviSion or distribution of an exempt trust
and a non-exempt or partially exempt trust held
hereunder, the Trustee, in ita discretion, may allocate
property from the exempt trust first to a share from
whioh a generation-skipping tra~sfer is more likely to
occur.
, '
. \
.
.
..
'Datedl
/" ' .
~L>~'L'~L.vyh
j
" ,
(J:l
I 1993
CCNB BANK, N.A.
4242 Carlisle pike
Camp Hill, PA 17011
,ReI ~rult Agreement dated september 16, 1987
between ANNA RUTH WADZ al Settlor and
CCNB BANK, N.A. al Trultae, al amended
December 19, 1990
Gentlemen 1
pursuant to the rights reserved to the undersigned under · .
Article V(a) of the above Trust, the undersigned wishel to and
doel hereby amend the above Trult as let forth herein.
In all respects, other than those specifically set forth '
below, the terms and conditions of the above Trust are ratified
and confirmed, in their entirety.
Schedule "B", "plan of Distribution of Trust Eltate of
Anna Ruth Wade Under Agreement dated september 16, 1987" , as
amended December 19, 1990, is deleted in itl entirety and the
attached Schedule "B" i. lubstituted in its plaoe.
Very truly yours,
CD7:,n..'/{/ ) f.'v1.dv '7fc:v.i.L.--
Anna Ruth Wade
ACCEPTED this , t.b~ /
day of 0..1 ff -",va-r
CONB BANK, N.A.
, 1993.
By
L '
"
. ,
COMMONWEALTH OF PENNSYLVANIA I
SSI
COUNTY OF DAUPHINI
Onthis, thEl ~!t day of , 1993,. before
me, the undersigned officer, personall ppearedROBERT C.
SPITZER, known to me or satisfactorily roven, to be a member of
the bar of the highest court of said state and a subscribing
witness to the within instrument, And oertified that he was
personally present when ANNA RUTH WADE, whose name is subscribed
to the within instrument executed the same and that said person
acknowledged that she executed the same for the purposes therein
oontained, and desired the Bame might be recorded ae suoh.
IN WITNESS WHEREOF, I have hereunto set my hand and Notarial
seal.
"
" ,
.
My
,
,
,.;J ,i'
I" ,j'" l
!;',
j, '. .,
NOTARIAl WI.
.=~=
MyCOl...~&lR.a; ,.
.,1'
I, {,
;' ,../
11,1; ,"
I,
,
"
,
; "
;" '
, ..
';'
"
,
,
,1'1'
,,'+
, "
i';
. I
,,';
/1, '
"
.'
; ,I
"
'"
,
,
"'.
'"
",
,
",
,
,; ;.
j , II
" ,
,
"
1> ,. .\'
" "
,
"
, -/
I,i I,', /,
,"
'I'
..',
1'- .j
" '
,I;
'I
,.
"
PURPOSE OF
HOnr.EI
PAVt1EHT,
REFUND (eR)1
0("
r: 'PI
.
\:-.
\ ,
:n
'I;
,-\
I
.J":.~
. ,
\ ,\
',,1
To fulfill the r,qulr"'ntl of Slotlon 2145 (bl of tht Inhtrlhnu and E.\ltt Till Aot, Act 'Z2 of 199\.
02 P.S. Stetlon 214S),
Detach tht top portion of 'hll NotJe. and .ubtU with yaur Ply..nt to tht Reilltlr of Willi printed Oh thl,
rtver.. ,lr..
.. Hoke chick or lonlY order payable to I REGISTER OF MILLS I AGENT.
All ply..nt. received thai I b, applied fir.' to tny lnt.r.ot ~hlch .av bt dUI with any r..,lndtr applied to tht t.~.
A r.fund of . t.~ crldlt lay bt r.qUltttd by eOlpl,t1"g an "ApPllcltlon for R,fund of P,nn'Ylvanl,
Inh,rlt.no. Ind E.tltI Till" (R!::V"1313l. Application. art ,..,.Uabh It tht OffiCI of tht Rlght.r of Wills,
any of 'ht 23 R.vlnul Dlltrlct Df'I~.. or frol tht DIPsr'.,"", ~4'hour an,wlrlng ..rvl08 nu.blr. 'or for"1 ordlrlngl
In Plnn.ylvenla 1.800-362-2050, out.ld, Plnn.ylvanla and within local HarriSburg aria (717) 787.8094,
TOOl (711) 772.Z252 (Hnring hpaJrld Only).
OBJECTIONS I Any plrty in intlrl.t not .atlaflld with the I......'nt 0' taM a. .hown on thll notlo. .ay obJ.ot within
IIMtV (60J day. 0' rlclipt of this Hotlcl bYl
..wrlttln prot..t to thl PA DIPart.lnt 0' Rlvlnul, Soard 0' ApPIII., DIPt. Z81021, HarriSburg, PA 17128-1021, OR
...llotln; to hlvl thl "attlr dlt,r.Jnld at audit 0' thl porlonal rIPrl.lntatlvl, OR
.-apPI.l to thl Orphan.l Court.
10HIN'
ISTRATlVE
CORRECTIONSl
IHTEREST.
Faatu.1 Irrorl dl.oavlrld on thll a"I~"lnt .hould bo adur....d In wrltJng tOI PA D.p.rt.lnt of R.vlnu.,
Burnu 0' Individual YaM II , ATTNl Polt A.......nt R.vllw Unit, DIPt. Z80601, H.rrltburg, PA 17128-0601,
Phon. (717) 787-6505. S.. plgl 3 0' thl booklet "In.truotlon. for Inh.rlunc. TaM R.turn for I Rllldlnt
OI~ldlnt" (REY-IS01) 'or an ,~plenatlnn 0' ad.lnl.tratlv.ly oorrlotabll .rror..
For d,'I, 0' d.ath on lor a'ter 10-3-91 Penn'Ylvanl. Estat. TaM bl.ld on thl Fldaral E.tat, riM
return blOC... d.llnq"ont at the IMPlratlon " nln. (09) lIonth. frol thl data of dllth.
For dlt.. 0' d.alh prior to 10-3.9l Plnntylvanla E.t.t. raK ba..d on thl F.d.ral E.tlt. TIK r.lurn
bloo", dlllnqulnt at tha Ixplr.tJon 0' .19hl'ln (18) Monlh. frol thl dall of dlath.
TaM" whlcn b.e.., dlllnquent b,'orl Januarv 1, 1982 blar lnter..t at th. r.11 0' .lx (6%) plrolnt plr Innu.
oalculalld al a dally rat. 0' .000164. All IIXI. whiCh blea.. dlllnqulnt on or r.'t.r Jlnuary 1, 1982 wJII blar
Intlrl.t a' I r.tl which will vary fro. ell.ndar y..r to cal.ndar y.ar with that rat. announCld bv thl PA
O.part.tnt 0' Rtv.nuI. Thl appllcabl. int.ra.t rat.. for 1982 through 1995 arll
'!!!!: Inllrllt Rat. DailY Inlernt Fac10r Ve.r (nt.rut Rat. Oeth Inllrllt Fac10r
1982 20~ .000548 1981 9% .000247
19n 16~ .000438 1988'1991 11% ,000101
198' ll~ .000301 1992 9% .0002'1
1985 11% ,OOOIS! 1993-1994 7% ,000192
1986 10% ,000214 1995 9% .000247
--Interll' 1. calcul<<1.d a. 'OUOW'l
INTEREST . BALANCE or TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~..ny Hotlcl I..utd aftlr Ihl taM btcon.. d.llnqutnt will rl,l.el In Inllr..t calculation 10 flft.tn (15) daVA
blyond thl datt 0' tl'11 .........nl. If paYlln1 It .ad. aUer thl Interlll co.putatlon d.tl .hown on Ihl
Hotiol, add1tlonll Intoro.t lu.1 bl oaloulat.d.
L/ f.-f.,
f)
v
I 'I ' :~ ). 'I - I ()
REV-1547 EX AFP (120941* \
CONNOSWEAlTII OF PENSSYLVAHIA ACN 101
OEPARIHEST OF REVESUf. NOTICE Of INHERITANCE TAM
lURE AU OF INJIYIOUAl TAXES APPRAISEHENT, ALLOWAHCE OR DISALLOWAHCE
""'S~~:iTS~E~~~O~F\A WI7AID2IE-0601 =~~~E~~~~~~~. A4~~,,~~.~~,~.S~~H~...~~_:~~,,~ ~~~~ 0:018-95
~,,,.. PILE NO. 94-0829
DATE OF DEATH 09-17-94 COUNT V CUM8ERLAND
--
HDTE I TO IHSURE PROPER CREDIT TO YOUR ACCOUHT, SUBHIT TilE UPPER PORTIOH OF THIS FORH WITH YOUR TAM
PAVHEHT TO THE REOISTER OF WILLS, HAKE CHECM PAVABLf. TO "REDISTl!R OF WILLS, AOf.HT"
REMIT PAVMENT TO:
RONALD KRAMER
4242 CARLlSLF.
CAMP HIl. L
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PIKE
PA 17011
E- AMount R.~,!,H.d
CUT ALONG THIS LINI .. RITAIN LOIIIR PORTION POR VOUR RECORDS ~
iiili: is;;; 0 eX 0 AFP' r 12:64"1"' NOY i 6 r 'oj!' "itlAili i t Aifci" i'" AX 0 XtipilX i i iMiNr;' ALtciwAifCE - DR' 0..... -..-......
DI'ALLOII~NCI OF DIDUCTION8 AND A8SESSMENT OF TAX
ESTATE OF wADE ANNA R FILl NO. ?I 91,-082'1 ACN 101 DATE 09-18-95
-
TAM Rf.TURH WAI, I X I ACCI:PtEO AI PH f,O
RESERVATION CONCERNING FUTURI IHTIRIIT . 811 REVIRSE'
APPRAISED VALUe. 01' RETURN IAlIID -liN, ORIOINA\. REOO
1. R..I f..III. ISoh.dull AI
2, slook. Ind Bond. Iloh.dul. RI
3, Clo..ly H.ld Slook/Plr Inl"h lp Inlo....1 I lohldul. C I
4. Hadgeg../HollI RI.llYlhl. laoh.dul. DI
5, Cllh/Blnk D.pa,IIo/HI,n, p...on.l Pro".rly (lohldull f.1
6, JalnllY Ownld Prop.rly Iloh.dul. '1
7, Trln.f.r. ISoh.dul. 01
e, Tolo! Alllh
I 1 CIIAHOED
11) 385.000,00
121 ,00
IS 1 ,00
141__-~
III 216.820,86
161 ,00
171 595,685,33
lSI
1,197,506,19
68,'155.65
APPROVED DEDUCTION8 AND EXEHPTIONI.
9. Funero! Exp.nll./AdM, Co.h/HI'o, f,'PI"'" Iloh.dull III
10, Dlbh/Harlg.g. Lhhlllll../I,I.n. "oh.dUI. II
11. Tolo! Dlduollon.
12, H.t V.lul of TI' Rllurn
13. Chlrlllbll/oovlrnM.nlll Rlqul.I, I'oh.dull JI
14, HII VIlu. af E.IoII SubJI.I \0 10.
191_
1101
4;305.89
\111
1121
(131
1141
7~.?';1 ~4
1, 124,244,65
5,000,00
1,119,244,65
If .n ......m.nt w.. i..u.d pr.viou.1Y, lin.' 14, 15 and/or 1&, 17 and 18 will
r.fl.ct figur.. that inolud. the total af abh r.turn. .......d to dat..
ASSESSHENT OP lAX'
16, AMounl of Llnl 14 .1 Bpou.11 rill 1151
1., AMounl of Lln. I~ 11..bll .1 I.ln.II/CII" A rill \161
17, AM'Jnl of L1nl I't to..bll II Collllerll/CII" B r.to 1171
U. Prlnclp.1 To. OUI
NOli:
,00
66,554,68
1,500,00
68,054,68
,O!M,03.
1,109.7.44,65 X ,06.
10,000,00 M,lS.
1181
.' ~",--",,----_.-'-"
AHOUHT PAID
68,054,68
74,649,12
rC\H3')'\-(ii\1 :', \\ I \,l.
:1\1': 1\\'1'\'\1':11 Tll
\"\ \,'::,,\,\ \'j'", T:',<
" "
TAX CREDITSI
__._u....
PAVHENT
DAlE
---Ifr; f6 ; 95
06-16,,95
RECEIPT
NUHRER
Mo4 t88~'
""01'-'884
DISCOUHT 1+1
INTEREST 1"1
....-. -----~----_.
,00
,00
--..-------- .."........ ~ ...... ." ,~_.. ,. ........-..----
TOTALTAxCREDlT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
142,703,80
74,649,12CR
,00
74,649,12CR
. II PAID AfTER DATE IHDICATF.D, SEE REVERSE
FDR CALCULATION Of ADDITIOHAL IHTE"E'T,
IF TOTAL DUE IS LESS THAH .1, HO PAVHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDn" ICR1, YOU HAV BE DUE
A REFUHO. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIOHS,)
I tJ(;I :q
,! '.I:',
i "f1,
C, , ,
I .:. , "
I
'I ,
l:l
--j
tl
.I
" , \ '.I II'
'.1 i:'
:\ ~ J;,.
"
,
I
i
RESERVATIOS. E'I.t.. 0/ d.c.d.nt. d,ln. on or b./or. O,o"b.r t2, 1982 -- 1/ 'n, /ulur. Inl.r..I In Ih. '.1'1. I. Iran./.rr.d
I~ Po.....lon or .njo"'ht to CI... 1 (ooll.I.r.11 b.n./lol.rl.. 0/ Ih. d.o.d.nl ./t.r Ih. ",Ir.tlon of 'n, ..t.I. for
11ft or ior ,..r.. tho Co..on...lth h.r.b, ",r...I, r...rv.. Ih. rl.ht to '"r'I.. 'nd ...... tr.n'/.r Inh.rlt.no. T.,..
at thl hwful CI,.. II (coUatlra1J rat. on any ,uch futurlll lnt.r..t.
,UR'OSE OF
NOTICE.
To fvl/Ill Ih. r.qulr...nl. of S.otlon 2140 0/ Ih. lnh.rll.nc. .nd E.t.t. T., AoI. AoI C2 0/ 1991, 72 ',5.
S.cUon 2140.
'AVNENTI
D.t.ch Ih. 10, ,ortlon of Ihl. NOllo. .nd .vb.II .Ith ,our ""'nl 10 Ih. R..I.I.r 0/ Will. ,rlnl.d on tho r'v.r.. .Id..
~'H'k. chIck or lonlY order panbll tOI REOISTER OF HILLS, AOENT
All "".nl. ',c.lv.d .h.ll /lr.I b. ..,ll.d 10 .n, Inl.r..t .hlch .., b. duo .IIh .n, r".lnd.r .ppll.d 10 Ih. I."
REFUND (CRII
A ,.fvnd 0/ · t., or.dll, .hlch ... not r.qvo'I.d on Ih. T., R.tvrn. .., b. r.qv..t.d b, co.pl.lln. .n "ApPllo.llon
lor R./vnd of '.nn"lv.nl. Inh.rll.nc. 'nd E'I.I. T.," (REV-1313', Applle.tlon. .r. .v.ll.bl. .1 lhe Df/lo.
of thl RDghttr of Willi, any of the 23 RIV.nul Dhtrlct Offlcu, or by Cllltlng tho 'Plelal Z4'"hour
IIl,wlrlng ..rviet nU.ber. for for"l ord.rJnSII In Plnn.vlvlnla 1-800-36Z-2050, outlJd, Plnnlvlvlnle and
within looal Harrhburg lIrea (717) 787-8094, TOOl (117) 172-2252 (Hlorlng Ilpalred Dnh),
DIJECTlONS.
An, ..rt, In Int.r"I nol ..tl./I.d .Ith tho .ppr.I....nl. '1Io..ne. or dl'.llo..ne. of d'duotlon., or ""....nl
of tl< (Inolvdln. dlleovnt or Inl"..t' .. 'ho.n on Ihh NollCl .v.I ob.l.ot .lthln .1,,- (60) d." of rlo.lpl of '
thh HoUcl bYI
ADNIN
ISTRATlVE
CORRECTIONS.
..wdtttn prot..t to thl PA D,part.,nt of R.vtnUt, Board 0' Appoah, D.pt. Z810Z1, Harrisburg, PA
~~electlon to have the latter det'rlJned at audJt 0' t~ account 0' thl p.r'onal r.pre..ntatJvI,
""apPul to th. Orphan.' Court.
OR
17128-1021.
OR
F.ctu.1 .r'or. dl.eov.r.d en thl. """'.nl .hould b. .ddr....d In .rllln. 101 PA D.p.rt..nt 0/ R.vlnUl.
lurllu of IntllvJdul!Il Ta)(IIJ .TTNl PO.t .....lIMnt R.v!.", UnJt, Oopt. 280601J Harrhburg, PA 171Z8~0601
Phon. (717) 787-650S, 5.. .... 3 of tho bOokl.I "In.truollon. /0' lnh.rll.ne. T., R.tvrn lor , R..ldonl
Olt.d.nt" (REY~ISDI) for an ,)(planatlon of adlJnJ.tratlv.ly corr.ctabl. .rror..
nlSCOUNTo
If .n, t" duo II p.l. .lthln Ihr.. (31 col'ndar 'onlh. .f"r Ih. d".d.nt'. d..lh, . f1v. '''Clnl (S~) dhoounl of
thl tall raid It 1!I1Io"'ld.
Int""t h eh"..d b..lnnln. .IIh f1"I day 0/ d'lInqv.nc,. or nln. (9) 'onth. .nd on. (1) day fro. tho d.I. of
d..th, to tho d.t. 0/ P"..nt, T.,.. .hlch "c... d.llnquonl b.lor. J.nu.r. I. 1982 b..r Int.r..t .1 1hz r.I. of
.lk (6%1 Porconl por .nnu. colcvl.t.d .t . d.lI. rat. 0/ ,000164, All t.... ,hleh b"... d.llnqu.nl on .nd >/tor
J.nu." I. 1982 .111 b..r Int.,..I .t . r.I. .hleh .111 v.r. fro. e.l.nd.r ...r to o.l.nd.r ...r .IIh th.I r.I.
announcldbv thl n. OIPart.lnt of R.vlnul. The applicable Jntlr..t rat.. for 1982 thrcugh 1995 'rll
INTEREST.
!!!! Inter..t Rite OaU)! Inter..t Faotor Vur Int.rut Rat. Dall)! Int.rut Factor
-
1982 m ,000548 1917 9% ,000247
1983 16~ ,000438 1988-1991 11% ,D00301
1984 1lX ,OD0301 1992 9% ,DD0247
1985 m ,000356 1993-1994 ]X ,000192
1986 IDl ,DOO274 1995 9% ,D00247
ulnttrllt h calcul.tld .. 'ollowlI
INTEREST · SA LANCE OF TAK UNPAID K NU"IER OF DAYS DELINQUENT K DAILY INTERPoST FACTOR
-'An, Holle. 1"U'd .fl.r Ih. I., b.oo.., d.llnqu.nl .111 r.fl.ot .n Inl.r..I o.leul.tlon 10 flfl..n (151 ....
b.,ond Ih. d.t. of Ih. """'.nt. II P"'.nl I. ..do .fl.r Ih. Int.r.'I oO.,ut'llon ..1. .hown on Ih.
Nott,ct, addltlonll Intlrut .uft b. calcullt.d.
\,
',)1
I
','
PAYHEST I
O.t,ch the top portion of thl. Notlo. and ,ub.lt with your pav..nt lad. payable to th~ n... a"d Iddrl..
prlnt.d on thl rlVIr" ,Ide,
If RESIDENT DECEDENT lakl c:h.ck or lon.y ordtr payabll tOI REOISTER OF WILLS, AOENT I
If SON-RESIDEST DECEDENT .... ch.ck or .on.y ord.r p.,.bl. to, CDHHDNWEAL TN OF PENNSVLVANIA.
All plV-lnts rlcelvtd thall be applied flr.t to any Int.r.tt which lay b. due with any r..alndtr appllld to thl tiM,
REFUND (CA)I A r.fund of a ta~ c:rtdlt, which wat not r.que.tld on thl Tax Rlturn, lav be rlqultttd bV coaplttlng an
"Applloatlon for Rlfund of Plnn.vlvanla InherltancI end E.tatl Tall" (REV~UU), Application. Irt avallabl. at
tht OHlol of thl A.ghhr of Will', any of thl 23 AGlvlnul Dlltrlct OHlcu or frat the D.part.tnt', 24~houl'
an.wtrlng ,.rvlc. nu.blr. for for" ord.rlngl tn P.nh.vtvanla 1-800-562-2050, outtldl Ptnn,ylvlnle
.nd within local Hlrrl.burg arll (7171 787.8094, TOO' (717) 772-2252 (Hlarlng t,pllrld only),
AEPLV TOI QUI.tlonl r.gardlng Irroro contaln.d on thi. not Ie. should b. addres.,d tOI pA D.part..nt of R.vtnUl, Bur.au
of Individual Tell", ATTNI Pott A.......nt R.vllw Unit, o.pt. 280601, tlarrlsburg, PA 17128-0601, phonl
11l1J 717-6S0S,
DISCOUNT I If any tolC dUI It paid within thr.. (3) callndar 1I0nths lIftlr the dlctdtnt's d.ath, a flv. ptrelnt (!jiO dlteount
of thl IIlC paid Is alloN.d.
INTEREST I Intlr..t h chlrgld btg!nnlng with first day of d.l1nqu.ncv, or nine 11J) .onths and ant (1) dl" frol thl dati of
dllth, to thl dall of paYI.nt. TaICe' which blcnae delinquent b.fore JanulrY I, 1912 bur Interut at the rat. of
she (6in Plreent per annul calcut'lId at II dalh rat. of .000164. All IlIIC" which blea.e dlllnqu.nt on and aftlr
Janulry 1, 19112 will bur Interest at a rate which will vary 'roe clllndlr year to c.t.ndar yur with that ratl
announCld by the PA Oepart.ent of R.vlnua, Thl applicable Intlr.st ratll 'or 198Z through 1995 arll
Vllr Interut Rltl OallY Intlrl.t Factor Vear Inttr..t Rat. DallY Inter.st ractor
1m 20X ,000541 1917 9X ,000247
1m 16X ,000418 1911-1991 llX ,DODSOl
1m llX ,OOOSOI \992 9X ,000247
1985 ll~ ,ODOlS6 1991-\994 IX ,000192
1986 10~ ,OOOZ74 1995 9~ ,000/47
"Int.rut It calc:ulatld .. folleWl1
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
--Anv Notlel I..utd aft.r thl tlue beeo... d.Unquent will r.U.ct "" Inter..t cllculltlon to flftlln (151 dlYI
b.yond t~. dill of the ........nt, If Ply..nt I. ..de aftlr thl Inter..t co.,utatlon d"t. .hotfn on the
Notlel, addltlonll Interut .u.t be calculat.d.
C)'. I
I
,,'
PAVHEHT,
D.teoh tM top portlcn of thlt Hotln and .ub.1t with ~Ollr Ply.ent ..de plylbll to thl Ill.. IInd Itddrl"
printed on the !"IVU" .Idl.
If RESIDEHT DECEDENT ukl check or IOnIY ord.r payabll tOI REGISTER OF WILLS, AGENT,
If HOH-RESIOEST DECEDEST ..1:0 ch.ek or .en.. erdor p...bl. tel COMMONWEALTH OF PENNSYLVANIA.
All PIY.lnt. rlcllved .hall be ftppllld flr.t to any Intlre.t which lay be due with any rl'llnder appllld to the ta~.
REFUND (CR)I A r.fund ~f ft ta~ crldlt, which was not r.~l..t.d on the TftM Rlturn, aay bl rlque.tld by co.plltlng an
"Application fcr Rlfund of P.nn.ylv~nla Inh.ritancI and E.tate TaM" (Rf.Y.I]I]). Application. are aVlllltl1 at
thl OfficI cf thl Rlglltlr of Will., any of thl Z] R.venuI Ol.trlot OfficI' or fro. thl DIPart.lnt'. Z4-hollr
In.wlrlng .lrvlcl nueber. fer for.. ordtrlngl In Plnn.ylvania 1.800.!6Z.20S0, out.ldl Penn.ylvanl.
end wUhln locelllarrhburg ar.. (117) 181-8094, TOO' (11) l1Z.ZZS2 (Illlrlng lapalred only!,
REPlV TOI Qu..tlont r.gardlng "."Or1 contalnt(j on thh notlCI Ihuuld b. add"..ed tOI PA alpart,ent of ReVlnu., Buruu
of Individual TaMil, ATTNI POlt A,II...lnt RIVllW Unit, DIPt. 280601, tlarrhburg, PA 111Z8-0601, phone
17l7l 161-6505,
DISCOUNTI If any taM due I. paid within tll". (11 callnder lenth. afUr tht dlCldlnt'. death, a five Pltclnt {SiO dlsccunt
of thl tlM paid It allowld,
INTEREST I Intlrl1t I. chargld blginnlng with flr.t day of dlllnqutncy, or nine (9) lenth. and ont (1) day frc. tht dati of
~ath, to the date of pay.ent. TaMe. which beca.. delinquent b.fore January 1, 198Z bier Inter..t at thl rat. of
.1. (6~) ptrelnt plr annul calculat.d at a dally rat. of ,000164. All taM" which blea.. d.llnqu.nt on and aft.,
J~Jary 1, 198Z will b.ar Int.r..t at a ratl which will vary frol cal.ndar y.ar to callndar y.ar with th.t r.t.
announced by the PA C.plrt.ent of Rlvenue. Th. applicable Inter..t ratl' for 1982 through 1995 ar'l
VII' Inter..t Ratl DailY Int.r..t Factor Vtar Intlr..t Ratl DIlly Int.r..t Factor
1982 20X ,000546 1967 9% ,000241
19n 16X ,000418 1906-1991 m ,OOOlOt
1984 m ,000101 1992 9X ,000241
1965 m .000]56 1 09l-! 994 IX ,000192
1966 lOX .000Z14 1995 9X ,000241
..Jnt"..t I. calculated ftl followlI
INTEREST . BALANCE OF TAX UNPAIO X NU"BER OF OAYS OELINQUENT X DAILY INTEREST FACTOR
--Anv Hotlee I..u.d aft.r thl taM b.co... d.llnquent will r.fltct an Inttrl.t ca1culltlon to flftlen (15) dlV'
beyond the d.t. of the IU......"t, If pay.."t h IlNta after thl Inter..t co.putlUon date .hown on thl
Hotlcl, addltlunal Int.rl.t .u.t be calculltld.