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HomeMy WebLinkAbout94-00836 I'ETITION Ji'(JU l'IUJnATE IIl1d wtANT OF U~T"'EnS. &/a/p of _PQrotll.Y_[U:~__(;Q.!l~lJll~?- No, ~L~L/- - I?~-._-- 01.10 knOWN 0,1 __._.-.-...__.__..__......._ ., 0: ___.____._....___.........__.._ . nc~l!ler of WIII~ for Ihe .. ..,., l! /Jeaa.led. County of J;UlU!i.l,.u: 1i\l1.<'1...... In Ihe S;ia, ,~;z.u; IIY. No~ ::?.9S-"01:"::2.I) 7_.__....._ CommonwcRlth of l'cnn~ylvRnla The petlllun of thc ulldml~ned rC,lpcellully repmenl~ IhRI: Your pelllhlllcl(.I/, II'ho i.l/1\(p; 1ft ycm of n~c <1' ohler nnlhc. e~ccuLQL. In the In.\t will of thc Rhovc dccedcnl, dnlcd _2 Ob~l!.'.!.~Y ~ J Rnd C(1lllcll(~) dRlcd _._..N~.______ _.....__ _. nRmel1 I 19....J!.!l. (~ti1lt' .t'levlIlIl clrclIlII\I"llcr" t.,. It'ntllldnllun. dt'ftlh (lr ueclIlo" etc.) IJecendenl WR.I domiciled RI dcnth In _. _ un.. ..__ h_iU:_ln~1 fnmlly or prlnclpRI rc!ldcncc RI ~~!:!._l.U cl9!:! ______.____._..__....___DJ) .J'QVJD r (lhl 'Iretl, number '1I11t I11l1llclp,,1I1Y) ~ounIY. I'cnlllylvnnla, wllh NurSIng Ilomo __ Cllu rcll 1(0acL Camp Hill, P^ 17011 ()ccendenl, Ihcn__ ....~.J...n yen'~ of np'e, dlcd __..__?c'l,tellllwr 17 ......,19._.2..4....__., ,. nl____.._........._....... .._.. . _...._.~__._..n._..__..__. ...------".--+.--, I1xce(11 A~ follolY!, clcrrdclIl dlclllolllln' I Y. II'n! nol dl"o,rcd nll,1 lllcl 1101 hnve A chllcl horn (II Rdo(1lrcl RBrr cxccllllon of Ihc will offelcd fm pwhnlc; IYRS l10tlhc vklllll of R kl1l1l1~ Rlld IYR! IIcvcr RdJlldlcnlcd Incompetenl: ~o_nl~______.._._.__u..___. ___.__._.. ____ ...___....___ "ecendelll AI dcnlh oWlled properlY wllh rlllmRled VAhlc! ns follo\Y~: (ff domlcllcd In I'A,) ^" (1molllllp,o(1erlY L...!l8..,lllllLlllL......._. (If 1101 domlrllcd In I'n,) I'mo'lnl properlY Inl'elllllylvRlIlR $_________ (If not domlellcd III Pn,) Pmonnl,"ol,crIY III COllllty $___ VRllle of ,en I eslRle III l'enlllylvRllln $ sltuRled AS follolY~: ____ WIIEREI'Onn, pCllllollcr(s) mpcclflllh' flre!enled herewllh Alld thc grAllt of Icltclc theron, reqlle!l(s) Ihe 1)lohRle of the IAS! will lrlKd<:tlfdlilll{..;J '1'<, o_taml.ill.l:.u.l.:y_..____._________.....__. . (If\lnlllelllnrYi ,ulltlhlhtrlllnn c.t,.,IIUlll1hll~II"llon d,h.n.c,l,",' PNC Bank i~ il r ~,,_ uA.-(____.._____... E.~ Krall!!;L-____.. _I/. i Ct, l~n, s i cll.)_n_l:._~._.'l'l:.UJi.t.....olii co r l'.Nc..JlilJ1k, !:;IH'''l..lSso.l:-to....com Bank, N.^. Y..(). Br,x _lOB ._________ J:ruul-L--l.Lil.L_...l'A..._ll.OJ...l..=.U.JO.B.._. .- -.- -~~ OATil OI1I'EHSONAL HEI1lmSENTATIVE COMMONWMLTII OJ! I'ENNS\'I,VANIA L 89 (.;OUN'I'Y OJ! (,IIMI\Io:U.l.JlNLl r The pctlllollcr(~ nhovc.nR1I1ed swen,(!) mnrrlrm(s) Ihnllhc !lnlemclIl~ III IlIe fore~olllR pcllll(1nnlc 1I11e Rlld corrccllolhc I1e.11 of lhc knowlcclr,c Ilnd hcllrf of pcllllollcr(~ Rndthnl R.I pCl.\OnnIICprC!CII. IRllve(!) of thc Rhovc deced.'1I1 pelltlonel(~ 11'111 well And II Illy Rdmlnl~lcr the e!IRlc Arcnrdhlft 10 Inw, SWorll 10 or Rffhlllrd Rlld sull!rllhcd . .- - - -- . ---...------ i ';;Ji!j~ _;1.~"L__ _ _ "l.r of -1LCL.KDUIl.'.L._____...__.___..,. - t. _~).__ .'.___ I'V-~ 4. p. V .l(;l, l'.I:.u:i.llh,llL__I...__l'ru~ LOD! :tn. - ~:\/.i.llJ-r1...Q-p-,-k {:1<.. ll}[ ~.!'NCU..wk_...-_.-----._--n_-- il.. MAR Y C. L EW IS IlrnlHrr . --- .--------.-.--.-------- --.. ~ N.' 21',. 94 - 836 , . Estate or Dorothy ^;E. Concello , Uecensed . DEClmE OF I'ltoIJA'I'E ANU GalANT OF LE'I"I'EnS AND NOW SEPTEMBER 30. 19---9.Jj, In con!lde,atlon of the petlllon on lhe,eveue !Ide he,eof. !RII!fRClo,y proof hAvln. been grmnted before me, IT IS IJECnlJlJIJ thAt the In~lrllll1cnl(~) dnted- Fe rllary 23, 1990 described therein be Rdmlltcd to probRte Rnd flied of recold as the 1118\ will of Dorotlly ^.E. Concello ;;;d Lelten 'l'estamentarv a,e he,eby g,anled 10 PNC Bank . --, " Will nook N I'Aae ~) , ~ 19m(/t; fl:hr R..III" 01 WillI 'V71 MARY C. LEWIS I'IJI!S I' II L IJ 80.00 '0 Rle, eitel!, 'Ic. ."".." $ Sholl Certlflcales(2) , , . . . . . , .. $_..6.JllL RXellunclatlon .........",.,., $ -pages $ 6.00 JCP TOTAL __ $ g~:8W Flied.. .S.m~.~~~~. .3.Q,. )~M....,...... James D. Bogar, Esquire ATTOR~BY (Sur, CI, J.D. No,) 5 West Main Street ~Iliremanstown. PA 17011 ADllRess 19475 (717) 717-R7fil PIlONe C'. " ., ~~ :-1', " I I I< ': ,--. , , i I I (q SJ I',) [Ii , C VI , .. ;I . ,,;',1 Mailed letters and, order to Bank. on ~.30.94. '., I, , , ,i. ' '=4 ~ --f1 I 3Enst ~mtll nub Qreshtuttut or DOROTHY A. E. CONCBLLO I, DOROTHY A. E. CONCELLO, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and deolare this as and for my Last Will and Testament, hereby revoking all other Wills and Codioils heretofore made by me. ~~: I direot the payment of all my just debts and funeral expenses, inoluding my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as praotioal after my deoease as a part of the expenses of the administration of my estate. SECOND: I give and bequeath the sum of Five Thousand and NO/lOO ($5,000.00) Dollars to THE AMERICAN CANCER SOCIETY OF CUMBERLAND COUNTY UNIT, Carlisle, Pennsylvania, in memory of my beloved husband, Dr. Joseph A. Conoello. XHlRO: I devise and bequeath all the rest, residue and remainder of my estate of whatever. nature and wherever situate, inoluding any property over whioh I hold power of appointment and together with any insurance policies thereon, to my friend, MILDRED A. HOUTZ, of 4023 Gettysburg Road, Camp Hill, Pennsyl- vania. FOURTH: Should Mildred A. Houtz predeoease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over whioh I hold power of appointment and together with any insurance polioies thereon, to THE AMERICAN CANCER SOCIETY OF CUMBERLAND COUNTY UNIT, Carlisle, Pennsylvania, in memory of my beloved husband, Dr. Jos€ph A. Concello. FIFTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries aoting hereunder the following powers, applicable to all property, exeroisable without oourt approval and effective until actual distribution of all property: (A) To s~ll at public or private sale, or to lease, for any period of time, any r.eal or personal property and to give options for sales, exchanges or leases, for such prices and upon suoh terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without ~ restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insul'ance poU.cies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, inClUding, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. - ~Q ,t (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or. trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (penaioll plan, profit Sharing plan, employee stock 2 ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exeroise any other rights which they may have under the plan, in whatever manner they oonsider advisable. SIXTH: I direct that all inheritance, estate, transfer, suooession and death taxes, of any k.i.nd whatsoever, whioh may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the prinoi- pal of my residuary estate. SEVENTH: I nominate and appoint CCNB BANK, N.A., of Camp Hill, Pennsylvania, Exeoutor of this, my Last will and 'l'estament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to thia, my Last will and Teatament, this ;.111'< day of ("<:j,.I.(((l.-I-'j.' 1990. , JtQ~ {~ Dorothyk. E. c ( ~i,I.(Il!il~~ {", I -' (SEAL) Concello DOROTHY A. E. CONCELLO, being legally blind, the preceding instrument, after being first read to her by one of the undersigned, James D. Bogar, Esquire, and after Dorothy A. E. Concello indicated her approval thereof was on the date thereof signed, sealed, published and declared by Dorothy A. E. Concello, the testatrix therein named as and for her Last Will and Testament in the presence of us, who, at her request, in her presence, and in the presence of each other have subscri.bed our names as attesting witness~s hereto. ) , , , . /j"~'Ii-("<C /!/)(~./trv ,I ( J, ) , , ". ( /1/' /f "/'/"";/1 .( / Address Address 3 I \ "I .\ :1 " '0' . .., .,., ',.. ~,.t ."', .... . .... .., , ,. If,' , , ,.' " " ,jri'p ;'~:,It, ' ,. " I, TRUST [)EPARTM~~Jr;IIIf), [I0linrHY '/'X'il~~N~ri~li'fr;T'I~'~l; lf~!':I_r:'7':~' S8>'.;': "''''~'O'if'il ' ~ rn..1} ~.' ;..~,,)}, illti .~ ': ;:_,~,~ !r:'!;:~~\:~L., .~.~ :~~,_",j'! .~.':.,\I'~i';\: H K ).~f!dJ~1t~.. .:1~. I I ?l:',~.' U.jOO:;f" 0; /" 70( '\:.ll/.} .I. liH.'I( :.;1 (. 4t,OIJ. 'I,) III ~;TI'\TI: INHFr:"lTf\NCI .,11>: ' .. ... , I '1,41:1::;01.[;:;:, ~'j:, iiI EiI:Ul.lrII 'I<"L:: ::':1 ...9 ~.._()!:I:l ,", .' F:F.lJT !.~ITI~ DI';" .II 1..1. l, Ct1t111EI.:I.f\NV CDIJIH Y " oOOn!f.>O'l 101'6~1O800-l , , ' \\,<l"h'~..'''''''', .....,.., .......... 00#," : "_;.""~""",,,~,,'i..,,.,,....., ".~.. {..._ 11" , 'I. "t I .,. ,',. f ,. , I' \',;1' I. ! " 'I I"~ ." , , ~ ,i''''' ' I. /. I. '.' "1; , " .' " , " " 'I: ., ., " I'; " .,. " " ir PrNCJBANK 072607 , ,',II '. . " ';,. ., 'i ",II I' .\ " (,' , /'-. ," ''''''. I 'f, " -,J,,' , ' " ", " " " I', j,' ,1,1,,' , " i'tl ' Id ,'.. 1 , J ';-, .'11',.' . .. ,~' '. II , ,. ., " ,. I" " "I' , I." , ,.', , I . "'ft, "',IL -, I. " r ". .' ,r, " .. " , .\,' .. . ., ,: ,'~ " .:,~ ~ c."J' ~ " " I' I ~ I , " I j 1 I , " ~ .\ J l~ , I " , , ,. " / i I I' ,~ , , ~ I , I .: ,. . I , "'0' I ....._j ~...JT~ -"~;"""'-'~'-~-T",i--"'_L 1 n-. _ -!>: "Mr"'~: / I '(, 'l ,. .,' ,. ., :- . -', , , " .. j I \ .', I ., ,. , "" '. ... ,., ,. -' , "I , , '. I , ~EB ,16, 1995 " "~I I' , o .'1 'I , " I I I ,I., I " , ,,' " , " , ,. " ", "I, ' P" ".' I I' I" , , .1' 'I , I -I' /-j', , I' , ", . " .., ...................'. ~ \' ''I, I,' ,', ,.' , , " ,'I' '.' 1\ 'I! \, ," . " ,. .1 " I '\ PLEASE FORWARD ONE SHORT CERTIFICATE FOR DORO'l'IiY A CO~CELLO TO I PNC BANK ATTN. STEVONNA COLEMAN POBOX 308 CAMP HILL PA 17001-0308 THANK YOU. " , I, ,.1, "J/./- 0~-?~~ IS Po ,..de , _'!I. '. N '.1'. .... , , . 1',)1:': C\.. "0 ).:.... '.'" " ".<1 (', ,', ,..... ,T1 '\, '_ I..... ,...' ,l~ ]~1 "('.1,/1 ....., , 8&;' ala; , , 1", ED "1 w.., ~1.J , '.~ '.d '~ 8 " "0' 2163 6006 ..':.. \ \. " '., ...." .. , , , ~ ( /, ,'". " I \. ," " , '. , '~ , ,. "" , I ,. ;" 'I , , I " .' , " " 'l~' ,. , " l~ I \ I , , " 1 'j" , ~}- ., " . , . ., .. , i,r, , ., " " , " ~ , f ',\ , " " ,'. ~ , , " I ", .~ I ",' PNCBANK " " . -. ......,- ' _.,.....-.-..--_.~..........-.. .JUT~~~ '"t')" ,f ! \'1 I ,. ", ..1 1 I 1 i I . .1 I I I I " ,. ... V' .... 4' ...." ,,~" ,. "I " ,. " I. ,j', TRUST ()EPARTMEI~~;(;L1 In, f1l1l;!JII-IY :rN~"ANK ~r.,.,nJl''''llWI''!'l.~I''1 ,Ie, ."'~" ".~..,. \"~I'" .'.' '\ ,.l\'i',.;;' !,\,(~i}"I'::,,~fl~\IHi~y!': .'ff',ITI"', '.AMoutIr:':!'\) . ~.:.;, . ;~~~: :~:;:;~ ;:,:;~;, :~;;0>'~"- ,,;;'r:;',' " FEr- form ON HIIl1Fn I:IF \1)(,' . . " filII" , . '95 FEB 17 P 2 :05 , '~ 1~r::f-JJlnl!:H III' I,JTl.U1 t'nJNlH;J;:I.M/I:I CfJ\INTY GIJllfnHDU!:lF ! I,:' 1~r'\~'!(,)V~1i }lr ,. .' '., Lf'!hL J (11.,[<' F r1 J 7().I..\ ,,).lfl ,., I'^ I.tO.. r'\ , " CILlII', ',.. CUrnbl)I,lm!! 073155 IOI.~lfM&~;I:1 [:il, ,.,ll';II'.I',' .",' ""~,,,,,,;;j..,I",,,,,,,,,,,,, ol~".. '",.",.", -;'",1"''.'"'''' ,,' , .-...."., " II ,- I " , .\'" ., ',: ..' '.'~ " ';: I'. ~. \ " /. " I ;.l.' , ,. ,'i,i'" \ t, " ,. ." '"~ r', , , , I . t !.' ,,' ','~" . , , , ". . , . ft ~.. ii' A ',\ ". I", .11 ... ,I" I' " ,-". " /, , \. , , ,. " ., " " ,." '. I' /. I' .1 ,,' I, 1', I. I"" tl' J .J.!" ,I.... t': " , ..'. '., J": " ',1, " , , " '" , I"" I,,:, ~' A . " , , , I.i" , 'j; , ,. . " , ,I> , I' ", i , ,j. ,. , ./ ,I ., .{.' ",) " ,.j I'" 'i, , ,. 1,\, , , '.- .-.. 1 _IF"'-- ,. -"..~:-.;. ...-.....J.j..... _""r..4~...'" . ' r ~ \ _...~._. 1 , 'I I i I I' . I ,. , , , ~ ~I~ 11.'.' / II . .? j s-'. ,:2. INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ...,... rrm OI\TFS Of' nrMH Mtrn li/JII~1 CllFCK HmF. Ir It SPOllS^L I'OVOH"" crtHlIT IS Cl.I\IMtD " ? 19'1-0836 YEAR , CUUNTY COilE c. : A[)[IRfStJ o NUMBER I.EAIlER NUR51NO II0Mf. \lEST CAMr II 11.1.. r A 17011 CUMBf:RLANO OUtO RFCflVFlJ 1r:(F Itl3TRUCrlmlSl 7 ,21111, 33 (1IllC.k 'Iltlll 1t yml itr(1 'tltl\lItt.1111U a '"ofluul uf Y'(ulr ovntpaYlnonl. 03. Rernllnder Rllum lfor dlle. of dlllh prior to 12.13-821 06. Eedoral E.llle TIK Rllum Required ,_ 8. Toto' Number of 81" Oepo.II 80Ke. ~ 21l. " Une 19 I. ;rlller thin LIne 18, enler Ihl dlllerence on Line 20 Thl. I. 1111 OVERPAYMENT 119) (21l1 o 41 Eutur. IlIlere.1 comproml.. (for dll.. of d.olh Iher 12.12.821 i19 8 O,cldent Oled Te"l'e 0 1. Olcedlnt Mllntllnld 0 Living Tru.1 Attlch copy of Win) lAlllcll copy of 1""1) IIMINCE ANti COHFIIlEHTIAL 'fAX IH~RMATlON IIHOULll all DIllle1lD '1'(1/.. . .-I"OM""'" MAII_1t11l A159\1(8 RANK '12'12 C^RL ISLE PIKE :=J CAMP '"1.1., I'A 17011 riD 21." L1nelBI. grelter Ihot L1nl 19, enler Ihe dlllerenco on Lilli 21. Thl.I.lhITAX DUE. A. Enter Ihe Il1ler..' on IIIe blloncl due 011 Une 21 A. B. Cnler Ihelolll of L1nl 21 ond 21A on L1no 21B. Thl.l. IIIe BALANCE DUE. 51.783,81 9.846,29 41,937,52 5,000,00 36.937 ,52 5,540,63 5,540,63 4.850,00 690.63 690.6] . II IURI TO ANMR ALL QUIITlONt ON RIVIRlIl IIIDI AND TO RICHICK MATH ..-. \/nl1l1' rll1nAlhlll'l1 PI'j;;y', I der,llf' Ihntl haVllllllllmlOlld Ihll 'lltUln, IneludlnQ .'cr.nm~.1nylno Jr.hl'ldutes ^nd slalcmenls, and 10 Ihe betl 01 my knowllldoe and bellel, II II 11116, cOlr.elllnd compl.le I dllCI.,.lh.1I.111 '"<11 ulllle hR' tllllln Ill!'\CHllld 1I1IrUIl111:II~nlv,'llln Dpr.IItr,,110" nl prllplHftr nthllr Ihll" Ihe pllHnnlll nlpr81enlllllve I' hued on Illllnlormllllon of which pllpll'~1 hll' llny .:nnwlf!doe rF. ON "F.Srot4Slnl,E rOH f1I1UO RF nm~' ^OORfSS . 1\, r:ONMOHm:^LTII (Ir Pr:HHtly,,vMII^ OU^RT"r.tfT or ",.vrtlUr. OUT 2(0601 "^u,I8IUJa. ,^ 11128.0601 ,r1nC;l Mu>1::tIODlF: Itjl11^11 I I!/ 1l0ROTltY A, E, CONCELLO O;~~II_~r;~;;'5'7'IIJMP"R =C;';;~,II:r~~~~~ R~:'" II' 1J'I't1r.a.11 StlMYl1IJ ""'-",', II~ ell111, \1U,-1/IlIllmllIUn&l.l. , L. : ~( nl1 Counl IRl 1. Orlglnol n.lurn 000-00-0000 o 2. Snpplem.nlo' nelllrn o 4. L1mllld E.III. n IlJMRER ~ ~ ; I. R..I E.lolelSchedn'" A) ll) 2. Slock. Ind Bond. (Schedule BI (2) 3. Clo..'V lIeld Slock/Plrtnlrshlp Inter..' (Schedull C) (3) 4 Mnrlglg.. Ind Ho'e. Recel.lble (Rclledllle 0) 14) 6. Cnh, BIni< Oepo.lI. & MI.cenlneo,1I Personl Propertv (61 (Schedule El 8. Jolnlly Own.d properly lSclledllle EI le) 1. Tron.fl" (Sclled,rle 01 lSchldul1 l) (I) 8. Toll' Ora.. A...I. (10101 Un.. \01) 9. Eunerol E",,"n..., Admlnl.trollvl Co.l.. MI.eenlneolll 19)_ EKpen... (Schldule III 10. Oebl., Morlglge L1lbllltl.., Uln. (Schedllle I) (10) 11. Totll Olductlon'llolll L1n.. n & 10) 12. Net Vllue 0' E.llte (Une 8 rnlnll' Une 11) 13. Chlritlbl. Ind oov.mrnlnlll Blqu..l. (Schedllle JI 14. Nil Vllue 811blecl to TIK (Une 12 mlnll' Une 131 1111 ,539 ,'18 ~ 5 I lB. Spou..1 Tron."ro (for dl'" of dlllh INer 6,30.94) Boo In.truotlon. for Appllclbll Percenllge on Rev"" (16) Rid., (Includ. Vllu.. trom Schedule K or Schedule 1.4.) 18. Amoool 01 Unl 1. IIKlbl1 II 8~. role 116) llnclud. vI'ue. trorn Schldull K or Sclledule M.) 11. Amounl of Une 1. tlKlbl. It 16'10 role (11) (Include Vllu.. trom Schedllll K or Schedllle M.I 18. PrincipII IlK dUI lAdd 10K trom lln.. IS, 18 Ind 11.) 19. Crodll. Spoutll PoverlY Credll Prior PI\'111lnl. t. 11,608,00 + Olloounl 2'12,00 ^ ROTHER T Il\tlllrpnr-C;rtl1MIVr ^,H1Rr:~q 4242 Carlisle Pike Camp lIill. PA 17011 (21) (21A) (218) OA" 14' #"/f.r DATF. ".,y' 1111 1:11: 17.1UlI) COflMOH"E^LTR or 'IM"IVLY^NI^ IHKIa1TMtCE T~. UTIlIlll liD I) SCHEDULE H FUNERAL EXPENSES ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PAOE F.STATE OF Pl.... Print or Type fILE IUIIER PONCELLO nlH NUMBIR DISCRIPTlON AHOUNT A. Fun.ral IXp.ns..1 10/~11/911 MYERS-IIARNER fUNERAl. ItoME I NO rUNERAL EXPENSES 1.94~,OO B. AdMtni.tr.ttv. COltSI 1. P.rl"""l Rtlp.....nhllv. cOMI..lonl SE[ ATTAOrf,D ITEMIZATION 2,59",00 9001.1 Security Nuober of P.rlon.1 Rtlpr..ent. v., V...r CO,"dlllon. pe\d 2, Attorney fH' SEE ATTACIIED ITEMIZATION 2,~94,OO J, F...Uy EM_t1on cl.I"","1 Rel.Uon.hlp Addr... 01 Clel"",nl .t deoedanl '. de.lh str..t Addr," City nt.t. Zip Code - ~, Prob.l. F... C. Htlc.llln.OUI Ixpenl..' SEE ATTAOIIED ITEMIz.\TION 313., ~6 TOTAL (Allo .nlor on IIn. 0, R'.'plIl~.lIon) $7.4'16,56 , (If more ~fl'C' It n"I'rlftd, Inutt ndltlllonal .heels 01 ume sill ) " or OOROTltv ^. E.., oONnELLO' " '1 911r/911 " ,', I" '. " ,. " " 'i(l, " ,. "', / I. " ': " 'I', '., " " ,. " " "j .. , " 1,:,- 'I" " "., SOIlr.OULr. "II" rERsoNAL RErRESENTATIVr. PNO BANK.; N.A, 110~II05 riLE NUMBER COHHISIONS 219~-OB36 ,,' '" I, ,. 'I ,', TOTAL PEI\S~NAL REPRESENTAT MOOHH'-S810NS ')', " " " , , I' " I. .. , , ,", ,'.. /. 1,1' ," 11,< " , ", , ',' 01\' " "! , ;,'.; .. , ,. , ,',\,1" , , " t, ,:1 , ,. "" , ,. , il" , " " oi I ~' , ,. ," ! .., / ,I' I' 'I , , , , ,j. '.,. ". '\ PI II ,I', ' ,. \. ", ". " ,. II t' " '1\'> I;. , 'I', , / i,,' ,( /, " ,. " 'd'," ,. " " " ,II ," 'I. " ,'. " 1'1' 'I i' ,'. " I' I", ,;' ,. '" "1 " /. , /, ,. ", 'I , " It " I. ,. " ,. I, , ',! "" ,I! ,. , , ., , " ',. I' PAnE 2 2,'9~.OO 2,'9~.OO ,uT^TE or OOROTtIV ^, r" OONOF-I.LO ',. SOIlEOULE "II" ^ TTORNEV r F.F.S 11011"05, riLE HUHRER ,21911~08~6 9/17/9'1 JAMES 'A, ROOAR, ESQU)RE " ,. ',- i. ., , , ,..I' " , '" '/ , , ,lI , I' .,. " I I. 'Ii' , . ,. I." I. ,I. , 'I', " , " .1'. i,. "",' ,. , 'j}' I 'j}; '" jj .',' I. I. 'I I. '. .1 .' , . '" " ,'. , i .!. " OJ', ,! " " . ,. I. .. ,. " '! I I' " ,. ,. , " " ,. I. "" "',j 1,; I. ", ,. , , I' ,l" I , 'I '., I' /. ,. " -'I; ,',\1 I ". " " I.'" ., " ., I, " , ,.' , .. ': '" .' ,,' . , "TOTAL' ATTORNEV rEES... l' ',' ,f' 0',1" " , 'I" " ',. d.," II.' '.\- , I", ;, h ,. ,'" 1,1, '/ 'f' ,. llj' ", " I. " 1,00' Ii' , , ,. I, " ,. ,,' 'ill, ,. " I. " 'd. "" , I I' Ii j"'" ,- ,. :I'! 1\ ~ 1.'( \'. II' "" '01 , r,'. .f. ,." /. ,. I . "il' 'I , ',!, '. " . " ",I ,. ,," ,. .d' .d_, .. " " .,. oiL ,I ,. ,. ,. .. ,; ,. , ',-t I ,. ,. '. '/ " , ., "~', ,. " ". ,I:.' ,.. PAOE 3 2,594.PO '2,'94.00 " 'i " j',' . , SCflEDULE "It" PAGE 4 MISCELL^NEOU~ EXPENSES " E8TME OF DOROTIIV A. E, OONOELLO 110111105 F II.E NUMBER 2'1911-0836 , " 10/20/94 EVP 'SYSTEMS DATE or DEATIl PRICINO .13,50 2 10/20/911 CL~UOE C WOLFE" ASSOCIATES PERSONAL PROPERTY APPRAISAL rEE 95.00 3 11/10/9/1 JAMES 0 BODAR LEGAl, MVEllT IS I NO 192.80 4 1/31/95 AT " T PflONE SERVICE 2,26 5 2/1/i/9~ REOISTER or WILLS ,. SflORT CERTlr IGATE 3,00 6 3/23/95 REOISTER or WILLS SflORT CERTIFICATE 3.00 7 5/26/95 REGISTER OF WILLS 4.00 SHORT CERTIFICATE TOTAL M I SOELLANEOUS' EXPENSES 313,56 " , I:' , , '., " ,. I . . ,. . , ,. ',',' , .. ",' , ., ' ..' '. ,. :1 ,.:, " ~ .~ ~ , ..J .... il. () LU ":::r ..J 1 ij, .R > 1East ~mill attb Wtshtttttttt or DOROTHY A. e. CONCELLO I, DOROTHY A. E. CONCELI~, of Lower Allen Township, Cumberland County, Penneylvania, make, publish and deolare this as and for my Last Will and Testament, hereby reVoking all other Wills and Codioils heretofore made by me. f1B~1 I direot the payment of all my just debts and funeral expenses, including my grave marker and all expensss of m~ last illness, shall be paid from my residuary estate as soon as praotioal after my decease as a part of the expenses of the administration of my ostate. SECOND I I give and bequeath the sum of Five Thousand and No/IOO ($5,000.00) Dollars to THE AMERICAN CANCER SOCIETY OF CUMBERLAND COUNTY UNIT, Carliele, Pennsylvania, in memory of my beloved husband, Dr. Joseph A. Concello. 1HIRD1 I deviee and bequeath all the rest, residue and remainder of my estate of whatever nature and wherevor situate, including any property over Which I hold power of appointment and togethor with any insuranoe polioies thereon, to my friend, MILDRED A. HOUTZ, of 4023 Gettysburg Roed, Camp Hill, Pennsyl- vania. FOURTH I Should Mildred A. Houtz predeoeue me, I devise and bequoath all the rest, residue and remainder of my eo tate of whatever nature and wherever situate, inoluding any property over whioh I hold power of appointment and together with any insurance polioies thereon, to THE AMERICAN CANCER SOCIE~'Y OF CUMBERI.AND COUNTY UNIT, carlisle, pennsylvania, in memory of my beloved hushaml, Dr. Joseph A. Concello. FIFTH: In addition to all powers granted to them by law and by other provisions of thie Will, I give the fiduciaries acting hereunder the fOllowing powere, applicable to all property, exercisable without court approval and effective until actual distribution of all property I (A) To nell at public or private ealo, or to loase, for any period of time, any real or porsonal property and to give options for sales, eXChanges or leases, for suoh prices and upon such terms (inClUding credit, with or without seourlty) or condi- tions as are deemed proper. Thie inoludes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (D) To partition, sUhdivide, or improve real estate and to enter into agreements oonoerning the partition, sUbdivi8ion, improvement, zoning or management of real estate and to impose or extinguiSh restriotions on real estate. (C) 're oompromise any claim or oontroversy and to J l abandon any property which is of little or no value. (D) To invest in all forma of property, inoluding stooks, common trust funds and mortgage investment funds, without restriotion to investments authorized for Pennsylvania fiduoi- aries, ~s are deemed proper, without regard to any prinoiple of diversifioation, risk or produotivity. (E) To exeroioe any option, right or privilege granted in insuranoe polioies or in ot.her investments. (F) To exercise any election or privilege given by the Federal and other tax laws, inoludinq, but not neoessarily being limited to, personal inoome, gift and estate or inheritanoe tsx " ) " ~ t laws. - (G) To make distributions to my heroin named benefioi- aries in cash or in kina or partly in each. (II) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to proteot or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit Sharing plan, employes stook 2 " ~ CLAUDE C. WOLFE & ASSOCIATES WCTIONURS cI ESTATE APPRAISERS 113 OLD FORD DRIVE. CAMP HILL, PA 17011 717.737.0734 Ootober 7, 1994 Appraisal for the Estate of Dorothy A. E. Conoello - 9/17/94 Country Meadows - Room 65, Meohaniosbur9, PA 17055 APARTMENT 4 Drawer ohut with slant top desk ,........ Chest of drawers .. ,...,.,.. . . . . t Bral oandlestick ., . I .., ..., ... Converted kerosene lamp . . . . . . . . . . . . Old mirror . , . , . , f . I , ., ....,..... 3 China oups & saucers . .. ... ....... Hand painted 5" Nippon bowl . ... . . . . . . . . . Larqe gla81 bowl . . , . . . . , . , . . . , . . . . . . . Misoellaneous pictures . . . . . . . . . . . . . . . . . . Trash oan . , . . . . . . . . , " . . ., .... Zeni th portable oolor tv - old ... ....... Purple eleotric table lamp . . . . . .. ......, Round pie crust table , . , .. .. I . . . . . . . . , Copper "Civic" pooket watoh with cracked poroelain faoe . Wooden & upholstered chair . .. ... . . . . . Grandmothers clock . . , . I .. "... I .. .. Copper reproduotion ooal souttle .. ......... Turtlebaok marble top stand - stained ....... Trash can I , . I . . I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Plank bottom chairs .. ... Old table with one drawer .. Brass table lamp , . . . . . Stratford pitcher . . .. .. Pair of end tables . . . . . . . Pair of ornate table lamps with figurine motif . . . . . Reoliner ., ., . . .. ,.. . I . . . . . Love seat . , . . . . . . . . . . t . . Walker .. . . I , . I . I . . . . . . , I Spooled double rope bed , . . Copper "Last Supper" pioture . . . , . . . t' . . , . . . . , . 'f . . . . . . . 85.00 65.00 65.00 30.00 55.00 12.00 10.00 8.00 5.00' .50 50.00 15.00 85.00 60.00 25.00 325.00 15.00 300.00 .50 40.00 195.00 8.00 15.00 40.00 50.00 45.00 35.00 2.00 150.00 5.00 t/ 11/ .J)~-;~ REV"1547 EX AFP (12"94',* C~ALTH OF Pf.NNSVLVAHIA IlEPARTtlENT Of REVENUE BUREAU Of INDIVIDUAL TAkES 1lE~T. 110601 HARRIS.URa, PA 17121-0601 ~ ~ ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLUWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DAT! 09-25-95 mn FILE NO. DAT! OF DEATH 09-17-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUr. ACCOUNT, SUIHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REQlSTER OP WILLS. HAKE CHECK PAYABLE TO "ReDISTER OF WILLS, ADENT" REMIT PAYMENT TOl RONALD KRAMER PNC BANK 4242 CARLISLE PIKE CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 r l AlIOUnt Ro.lttod - -- -- CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiV'; i!lcii - iie -Ai: ii - i n-; qt.i"Heir fer-oF. iNti iii f AliCE -YAx - 'A"ppiiA"i siHiHi'"; -Ai:.rowANci-iiri ----. on OM - - - - - -" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CONCELLO DOROTHY A FILE NO. 21 94-0836 ACN 101 DATE 09-25-95 APPROVED DEDUCTIONS AND EXEMPTIONS, 7,446,56 9. Fun.rol E.ponoo./Ad.. Coot./Hloo. E.pon.o. lSohodul. H) C91 10. Oobh/Hortg.g. LlobUltlo./Llono CSohodulo II UOI 2.399.73 11. Totol Doduotlono Ill) 12. Not V.luo of To. R.turn U21 IS. Chorltobl./Dovornaontol loquoot. CSehedulo JI ClSI 14, Not VolUII of Eototo Subjoot to T.. U41 NOTEl If In ISIIIIIInt W.I illuld prlviaully, linll 14, 15 Ind/ar 16. 17 Ind 18 will rlfllct f1gurll th.t includl thl tatll af ~ returnl .llelled to dlte. ASSESSMENT OF TAXI 15. AMount of L1no 14 ot Spou.ol roto US! 16. A.ount of Llno 14 to.oblo .t Llnool/Clo.o A roto 116) 17. Aocunt of Llno 14 to.oblo ot Collot.rol/Cl... I rot. (171 II. Prlnolpol To. Duo TAX CREDITS I PAYHENT DATE 12-1.'i-94 06-16-95 TAX RETURN WASI I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON, ORIGINAL RETURN 1. Rool Eototo lSehodulo Al 2. Stock. ond lond. lSeh.dulo II S. Cle.ol~ Hold Stook/Portnor.hlp Intoro.t lSohodulo CI 4. Hortgoa.o/Net.. Rocolvobl. lSohodul. 01 S. Cooh/lonk Dopoolt./HI.o. Por.on.l Proport~ CSoh.dul. EI 6. Jolntl~ OWnod Prop.rty lSehodul. FI 7. Tronoforo (Soh.dulo 01 I. Totol A...to RECEIPT NUH~ER MH913291 AA047886 DISCOUNT C +J INTEREST C-I 242.53 .00 --~ ( I CHANDED UI .00 C21_ 44.539.48 (51 .00 14) .00 ISI______ 7,244.33 (61_ .00 C71 . DO CII 51,783.81 Q.A4~ ?Q 41,937.52 5,000.00 36,937.52 .00 X .03. .00 X .06. 36.937.52 X .15. lle! .00 .00 5,540.63 5,540.63 ANOUNT PAID 4,608.00 690.63 TOTAL TAX CREDIT BALANCE OF TAX DUE INT!REST TOTAL DUE 5,541.16 .53CR .00 .53CH . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN .1, NO PAYHEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRI, YOU HAY Ie DUE A REFUND. SEE REVERSE Sloe Of THIS FORH FOR INSTRUCTIONS,) 0<' ' r: i " I, , , l.,j I'.) RESERYATIONI E.t.t.. of dlcldent. dvlng on or ~"ar. Dec.-blr 12, 1912 .. I' any future Int.r..t In thl ..t.t. II ,ran.flrrad In pn.....lon or .nJoy..nt to el,.. ~ (col1It,r'1) beneflcl.rl.. 0' thl dle.dent aft.r thl IMplretlon of any ..tltl for 11'. or 'or v..r" the Co..onw..lth hereby Ixpr.r.lv r...rv.. the right to IPpr.I.. end ...... tran,'.r Inheritance 'axI' It the lawful el... I (col1,t,ral) rlt~ on any .ueh future Int.r..t. PURPOSE Of NOTICE. PAYHENT. REFUND (CAll OBJECTIONS. ADMIN ISTAATlYE CotlRECTlOHSI OISCOUMT I INTEREST. To fulfIll the r.qulr..ent. of Stotlon 2140 of the Inherltanc. and E.t.t. Tax Act, Act 22 0' 1991. 72 P.S. St<ltlon mo, O,tach the top portion 0' thl, Notlol and .ubllt ~Ith your P~Y''"t to the Rlgl,t,r of Will. printed on the r.v.r.. .Id'. "Holeo chOck cr oono. .rdor .o.oblo t.. REOISTER OF MILLS, AGENT All ply..ntt r.e.lvld thall 4lr.t be applied to any Int.r..t which "V ba due with any ,...Indtr applied to the tlM. A r.fund of . tlM or.dlt, which ..I' not requa,ted on thl tax Rlturn, ..y bl r.qu..t~ by co.plattng an "Application for R,fund 0' P.nn,Ylv~l. lnhtrltancl and E,t.t, TIM" (REV~lS1]). Appl1cltlonl .r. IVlllabl1 at thl OffiCI of the Algltt,r of Willi, any of thl 21 Ravlnue Olltrlot Of'lc,., or by cll11ng thl 'Plclal 2~~hour ."IWlrlng IIrvlel nuIIb.r. 'tlr for.. ordtrlngl In PaMlvlvant, 1~aOO.362M20S0, ouhlde PtmIVlVInI, Wld within local Harrisburg ar.. (717) 717.8094, TOOt (117) 71Z-ZZSZ Ol..rlng IIP,lrld Only), Any partv In Intar..t not I,tl,fl'd with thl appral,.,ent, allowanc. or dl.allowencl of deduction., or ......atnt of t.~ (Including dl.count or tnt.r..t) II thown on thl. Notlc. .u.t obj.ct within .IKty (60) day. of r.c.lpl o' thlt Hotlc. bYI uwrltt." protut to the PA O.p.rt..nt o' R.v.nu., 1I0lrd of App.ah, D.pt. 281021, H.rrllburll, PA 1112'.1021, OR ...I.otlon ta hlv, tho ..tt.r d.ter.lnld at audit o' thl aocount a' the p.r.on.1 rlpre.tnt.tlve, OR ..app..1 to the Orphan.' Court. Ftctu.1 IrrOrl dhcovlt'td on thh n......."t .hould b. Iddr...1d In writing tal PA D.p.rt...,t o' RIVenuv, Surl'" o' Indlvld\1I1 TaKII, ATTHI po.t h......nt R.vllw Unlt, D.p\. 2110601, Harrhburg, PA 111211-0601 Phon. (717) 717-6505, S.. pagl 5 o. the bookl.t "In.truotlan. for Inherltanc. TaK Return for. RI.ldlnt Dectdtnt" (REY-1S0}) for an IMPlenetlon of &dIlnl.tratlv.1Y carr.ctabll error.. If Rny tlK due I. p.ld within thr.. (3) cal.ndar .onth. a,t.r tl~ dle.dtnt'. d.eth, a 'Iv. p.rc.nt (5X) discount 0' tn. taM p.ld 1. allow.d. Intlrllt h charg.d b.glnnlng with fir.t day 0' cltllnqutMY, or nln. (9) ItOMth. and ant (1) b.y 'rot thl dlt. o' dteth, to the d,t. 0' P'YHnt. 1.MII which ble... d.llnq\Ml1t b,'or. January 1, 1912 bill' Int.r..t at the rite 0/ .IM (6X) p.rc.nt plr annut c.leul.t.d .t a dftlly r.t. 0' .000164. All t'MI' which b.e... d.llnquent on end .ft.r Janu.ry I, 1912 will blar Int.r..t at . r.te which will vary '1'01 oftl.ndar y..r to c.l.ndar YI.r with th.t rfttl ennounctd by thl PA Dlp.rt..nt of R.vlnu.. Th. appllcabl. Intlr..t rat.. for 1912 through 1995 '1'11 '!!!!: Intlr.'" Rat. D.lly tntlrllt Faotor !!!r tnt.rut R.t. Dally Inttrut F.etar 1911 20X .000548 1.67 9X .000247 19U 16X ,00008 1.18'1.91 11% .000501 1984 m ,000501 1.92 'X .000247 I.n m ,000556 1"5'1~ 7X .000192 1.66 lOX .000274 1995 'X ,000/47 --Interut II e.leul.tid .. tollow'l INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR .-Any Matle. t"utd .ft.r the tilt b~OH' dlllnquent will rlf1~t an Jnttrut c.leullUon to flft,en (15) d'VI beYond thl d.t. of the ......IInt. tf p.y..nt I. I~ ,'t.r the Inter..t coeputatlon date .hewn on the Notlc., .ddltlon.1 Intlr..t .ult b. c.lcul.t.d, STATUS ~EPORT UNDER RULE 6.12 Name of Decedentl_~KO~\HY A E CONCELLO Date of Deathl 9/17 /94 pursuant to Hule Court Rules, I report the the administration of the Admin. No. I '1'14, 00 9.3e. 6.12 of the Supreme Court Orphans' following with respect to completion of above-captioned estate I Will No. 1. State whether administration of the estate is complete I Yes X No 2. If the answer is No, stRte when the personal representative reasonably believes that the administration will be completel 3. If the answer to No. 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parties in interest? Yes-1L-- No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel r.l~/9t: ~tf<,-. - ~- - 1 Signature R.C. KRAMER PNC BANK, N. f,. Name (Please type or print) P.O. BOX 308 Address CAMP HILL, PA 17011 ( 7171 730-2257 Tel. No. It, r- ,-' V,\ ,( ri. o' .. r- N l'tJ I,., "J VI ,:) S Go Capacity: X Personal Representative Counsel for personal representative I" ci l.t. (MAH I rmf / AM3)