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HomeMy WebLinkAbout94-00911 t- CUMl3ll1U,(,NIl Register of Wills of '~-\\<M.~ County, Pennsylvania PETITION FOR GRANT OF LETTERS Ellalt ol_),EOlt.!~ .J,.UNN _n___ ...._._. . . . .__..__ No. _dJ_":. q 1-/ - 9/1 11110 known.. __...__.__.______..._._.__._._.___ _ ._. _...__...___.__....._.._ _....' o ecu ud Soelal SlICUrtty No. 163-16 -12 7 5 FIRST CITIH8NS NATIONAL DANK ~[IE~~~,iJ~t~~tOr .ldfj;iPji~1iifkW:.-.--.-------..-.------~ nur,l) nee lia A. Probala Ind Grilli 01 le"." Te~lamenlary Ind l>'Or ~"I Polltionlrll) lall,. "',,-o.ltClJ1 ur Snl/ud In 1I1e!a1l WIlol II1e o-den~ daltd _.J1nrc!L.~.2L_~y..U 5 IIld 004..1(11 dalld NUNE Kathryn J. Lunn, Executrix, ~ic:~c:.'1_ Bcptcmb.:.:._ 27, 1993; tho Renuncia- tions of Kil_tJ~:.yJ!..Jo~n llirn!.nCJ'.~_t:ricin Smith & Priscilla ~\~alrath, llucccssors, is -_......."""",.~,_"",....Iiii1.._.... attnchou hereto E-'loopt u 10"0\1/1. O_denl a1d not marry, WII 1101 dl",,,,,,d. Ind <ld nol hi'" I child bom or adOJlled a/Ior a'li1Jtion 01 "" docuntn.. oII".d lor probl"; WII nol "'e victim 01. killing IIld WII III"" adju<l,.l8d 1n000mpellnt: NONJ,: lJ e. Orant oll.l"lr. ot Admlnl.,r.Uon tclb.I\e.li.;~1\f."iUr..'l1.b.,.lI;duf'tINrnncwt.at PIll1bnt~al .Ilar I proptl..areh """"'"'" lleerulllld thol Ooeedonl 'ah no Will and wlIll-f';{wd by rlMt following 'POUII (If ,,,,'and halra: ~ Rel.tionlhlp Rtlldonoa ------- (COMPlETE IN All CASES] Al!&dladd.ONJ ~ if_AMy. Cumber lillld 0tI:<Ida~.. WII domlelltd II d..", In 01 prinelpalralldtnon' 355 S. Sportinq lIil,l Road, (ut ...... "umbo< and m"'apa/'~l o-denl.""n2L-YIIl101Ig..dad SoP.t 30_.__~,g 94. ....~i_s residence (locolJoo) Oteedtnt at cltl'" owned propony wi'" e!timltad valuel U Ionowl: III domlclltd In PAl AI penonll propony (II not domlclltd In PAl F't/1onaJ properly In Ponnlytvanla (" not domlclled In PAl Ptnlonal prnperty In County Val... ol,nl ellalt In Pennlytvanla _County. Pennl)'tvonla, wi'" hlalhtr IUlllllnlly Mochanicsburq - IIAMPDEN TWP over .....4.Q.O.OOO.OO . .. . NOll" alblllltd U 1o"0WI: WhI,.Io,.. PltitiOntr(l) fllpectiuny reqU'I~I) "'0 proballl 01 thl Iall W1l1l1ld Codicll!l) prlllllled wlIIt thll Pell1bn Ind III glM' 01 latl8raln thl approprialll 'orm to "'. undefllgned: I Sf n.lu,. Typod 01 prinlod name IIld relidon,,", /JJ;"::..J..~...I-~".Y.~.J,-c;..'..2!..!...c~:.._____.__.._ F.i.X.f:lL_t;.Hizens N.ational Bank ..--..------------.......__ .l5....P--'_.l1i!in St~ansfield, PA 16933 ---.-....--------.---.----.- ----------...----.--.---. Fotm .RW.' Pege 1 .n Plli>IItd by.... PaMI,t.on~ Oat "uo"allan '"1 I ,I i i .- I I ,! II .1 :1 , 1 11 I , I II i I Oath of Personal Representative Commonwealth 01 Pennsylvanla County 01 'riogn Th. Petltloner(s) above.named swear(s) or atfirm(s) thaI the stalements In the foregoing PetKlon .r. true and correct to the besl ot the knowledge and banel 01 Petitloner(s) and that, as personal repreaent.tlvell) of thl Deoedem, PeIlUoner(s) will well and Inlly admlnlsler the e5tale according to IIJW, J J'I ::.1 '; 'I \' 1 ,,..:: I JI 1""1 4 I I:. ~..,._ l, 1 /:)0'; /)..(&01/.(. r,,t.I,-..H T('fSl oN/III , - N 21 - 94 - 911 o. Estate of I,EON E. LUNN ._Otcelltd SoclalSecurttyNo: 163-16-1275 Dale of Death: September 30, 1994 AND NOW, OCTOBER 26. . 19 94 . In conaldtraUon of the Patlllon on the reverse elde hereon, eallslacttlry proal having been presenled before me, rr IS DECREED that Lelters 0 TestamemaryQ 01 AdmlnlstraUon c. t . a . o.u.lA.I~"'i'\It....IDIer'II.a:""""',,___ are hereby gramed fo I'irst Citizens National Bank In the above eslale and that the Instrument(s) daled Ma r c h 29, 1985 descrtbed In the Pellllon be admllted 10 probate and filed of record as the last Will of Decedent. FEES Litters ................'.... - 'VJ (II \.I)' n ,n'L ~ 1.71(11,1(/ . ./ih IJ"f.<) pA....V ILiill LTUJ . Regllltr 01 ~I I MARY C. LEWIS Allorn.y: R. Lowell Coolidge, Esquire lD. No: or; 127 Addrll" 126 ~lain St., P.O. Box 609 Wollsboro, PA 16901 TllapMn" 717-724-3801 305.00 Codell ...................... I I I I 1_ 12~oD- I I. I Short Certlficate(l) .... Renunciation ............ AIfIdavtta ( ) ............ Extra Pages ( ) ......... 24.00 5.00 JCP Fe. ................... 5.00 Inventory .................. Qher ....................... . TOTAL ...."....... . 351,00 Fo",,,RW- 1 PlOt 2 012 "'_od by fie PIMI'''II1~ Dot Alood,lIon 11101 Mailed letters and order to bank on 10-26-94. {i,..J.diL.-/J)c.il.J P./U,hQ-Cc f..{'- {h~ 1-lr9~- S.' 701 ~ . tllOl\IUIl~lJ II.N l'U'OIl HilS CEflTlfICATE UOOJ WAIlNINIO: II I!; III U;A' '(I ,\11 III IIW; COpy Oil 10 DIlI'lIeAI!: IIi PII(:IU~;'II" ("'II l'II'lf()(;IlAI'II, COMMONW~AITlI 01' I'ENNSYlVANI(, DEPAATMr.N! (IF flEAllI1 Vll AI. nrc(I ID8 LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT, NO. 2356922 _m./~ ;..;!; n,4rfCXIUIIQn Name of Deoedent --...:d1/J::1.:L...".___h_ .. __ u ~~__h__'_'_________ --/1, _ __ _ fll" 4f.tJ,ji,' ~ Sex ~d__Soclal Security No'/'..J>/t- - / I/. '/,[. __. ._. Dale of Death g~..t2-:i};t__ Date of Birth #L/-!:!_______n BlrlhPIUeeU!d~;J~J:,_~_..___.______ Plaoe of Death """ ""ad.4.I..il!L,:lJ:" ---(i(-1'd44I.Ct< ._--c"'IIiie.,0~" , Pennsvlvanla Race~_occupal/on{id,/JIJJ-di4"Juf.-4.U1..f.n'-ArrnOd Forces? (Yes or No) _ Ito- _ /11: .I. Decedenl's 'j ij .//7/Jj JfJ". f) .._ ,_ : /J' If) Marital Status ~UJ..i/:u_ Mal~lng Address. .1f:f-S,~, (I.~~~J'(uUL,l(R1'l!!!ff::I!~~~' /iL 1~~~:~~&1o~J-~~T' Funeral D~;~lor t'rl#1~~~~~~~~I7i' _ Funeral EstAbIlShmalJhlitLJL.J1J..a.i{)J.tw-~ItMIIu:.r{OU',.).IJ'-/II4. 'V I ___ " : Interval Between Part I: Immediate Cause : Onsel and Death I fl,.1)1LCu_ ..Hn__._.nn____._______ i jlft-A." ~. : U f:;a.--d.Qu------------h-----rl~A:I A4.., , I I I I , (a) -CP4dt.aLL (b) f-IJ./I...1.' . (c) ---------..------.-.. _'__'_..._n._..___..__..._______._ (d) Part /I: Other Slgnlflcanl Conditions .---.--------.-.-....---- ---~-~----._-_._. Manner of Death: Natural []... Aooldent 0 Suicide 0 Homicide 0 Pending Investigation 0 Could nol be Determined 0 Doscrlbe how I~Jury occurred: .--....~.._----- Name and Tille of Cerllfler ------_.---._----/.-1)JtIi-#1.iJI..- --.--------.----./1tecI1L2,1 ~-=!-"@"o,O,' Coroner, M,E,) '7-~-t{Lh~- ---- This Is to certify thaI Ihe Informal/oil 110re glvoll Is corroclly coplod from an original certificate of' death duly flied with me as Local Registrar, Tho original eerllllcale will be forwarded to Ihe State Vital Rscords Office for permanent filing, ~A!l:~~ ~. //, " I ./ 7 / 4 .,,-c ,,-4' ",'~. ,"", 1, LL._i.2:z_\2_.tzLl,____ 11, ,,' ,,,,.., "~"':"". . . , lZ" MD;/ /~,!b S .l/h/~r(f!(~l".""~--- Address It~i~_~,j .)}~bJ~.J OF LEON E. LUNN I, LEONE. LUNN, of Mansfield, Tioga County, Penmw1vania, being of Bound mind, memory and understanding, do hereby make, deolare and publish the following as and for my Last Will and Testament, hereby r.evoking any and. all prior Wills heretofore made hy me. FIRST; I hereby direot that all my just debts and funeral expenses be paid as soon as is conveniently possible after my death. SECOND: All the rest, residue and remainder of my Estate, whether the same be realty, pel's' ,na 1 ty or Mixed, wheresoever s i tua'te, I hereby give, devise and bequeath unto my wife, KATHRYN J. LtlNN, to be hers absolutely and in fee simple. THIRD: I do hereby make, constitute ar.d appoint the said KATHRYN ,J. LUNN to be the Executrix of this my Last will and Testament, and I further di.reot that she serve without the neoessity of filinCJ any bond. FOURTH I In the event that my wife, KATHRYN J. LtlNN, shall predeoease me, or in the event that we die simultaneously each to the othe~, or under such circumstances that it is difficult or impossible to ascertain whi.ch of us died first, or in the event that either of us die within ninety (90) days of each other, then, I hereby give, devise and bequeath my Estate as follows: A. I hereby give, devise and bequeath unto my daughter, PATRICIA SMITH, all my real estate located at Sharbot Lake, Ontario, Canada, together with the cottage, docks and all personal property located thereon, including but not limited to household furnishings, marine equipment and boats, or in Page one of four pagell the event that my daughter, PATRICIA SMITH, shall predeoease me, to her issue, per. stirpes. I hereby specifically request that my daughter, PATRICIA SMITH, or her issue, allow my other daughter, KATHRYN JOAN HIRNING, and/or her issue, to visit and use said property at such times as are convenient to both my daughters, with the understanding that my daughter, KATHRYN JOAN HIRNINc', or her issue, shall reimburse my daughter, PATRICIA SMITH, or her issue, for tho expenses incident with my daughter, KATHRYN JOAN HIRNING, and/or her issue's use of said property. B. I horeby give, devise and bequeath unto my daughter, KATHRYN JOAN HIRNING, the sum of Ten thousand ($10,000) Dollars. , In the event that she predeceases me, I hereby give, devise and bequeath the sum of $10,000 to her issue, per stirpes. C. All the rest, residue and remainc'ler of my Estate, whether the same be realty, personalty or mixed, wheresoever situate, I hereby give, devise and bequeath unto my daughters, PATRICIA SMITH and KATHRYN JOAN HIRNING, share and share alike. In the event that my daughters predeoease me, then I hereby direot that her share be given to her issue, per stir?es. In the further event that any such issue of any predeceased children have not obtained the age of 18 years of age, I hereby g~ve, devise and bequeath that beneficiary's share to PRISCILLA M. WALR1\TH of the law firm of Walrath & Coolidge, 126 "lain Street, Wel1sboro, Pennsylvania, as Trustee, IN TRUST NEVERTHELESS, for the oare, maintenance and education of said minor benefi- ciary. I do hereby direct said Trustee herein named to expend . all of the income and as much of tilL principal as she in her sole discretion doems necessary for the care, maintenanoe, ecuoation and support of said minor benoficiary. When sai,d Page two of four pag".ls " minor beneficiary ahall attain tho ago of eighteen (18) years, then in that event, I do hereby declare said Tru9t to be at an end 'and direct my Trustee herein named to turn over to said minor beneficiary his or her respective share of my Estate. I hereby direct that my Trustee herein named shall serve with- out the necessity of fiUng any bond. D. I do hereby appoint my daughters, KATHRYN .JOAN HIRNING and PATRICIA SMITH, to he Co-Executors of this my Last Will and Testament under the circumstances set forth in this Paragraph ". In the event that one of my daughters prede- ceases me, and I die under the circumstances set forth in this . Paragraph 4, then I appoint the surviving daughter to be the Executrix of this my Last Will and Testament. In the event that only my daughters' issue survive me, then, in that event, I do hereby appoint PRISCILI,A M. WALRATH, Esquire, of the law firm of Walrath & Coolidge, to be the Executrix of this my Last Will and Testament. I specifically direct that whoever serves as Executrix of this my Last Will and Testament serve without the necessity of filing any bond. In any event, I desire that my Executrix, whomsoever she may be, retain the law offices of Walrath & Coolidge to represent my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ 9 . day of March, 1985. ~ [~ ~"--" (SEAL) SIGNED, sealed, published and declared by LEON E. LUNN, the above named Testator, as and for his Last Will and Testament in the presence of us, who at his request in his presence and the Page three of four pages on I" .' I ,:-: ' OIRTIrIOATIOH or HOTIOI UNOIR RULI 5.& lal I.. 1,.1 Name of Decedent I Leon E. Lunn Date of Death I 9/30/94 will No. 1994-00911 Admin. No. To the Register: I certify that notice of benefioial interest required by Rule 5.6(21) of the Orphans Court Rules was served on or mailed to the follcwing beneficiaries of the abcve-captioned estate on November 21. 1994 lWnl Kathrvn-Joan Hirnina Patricia L. smith Addross 761 PI'osDect Street. Glen Rook. NJ 07452 6101 SteDhens Crosdng. Meohaniosbura. FA 17055 Notioe has now been given to all persons entitled thereto under Rule 5.6(21) exoept - - Date: 11/21/94 First ci~izens Na!Jlonal Bank signature.....llYl..J 0,6" d, ~ A, ort- Trust Offioer Name: First citizens National Bank Address: 15 South Main Street Mansfield. PA-16933 Teleohone { 717 I 662-0463 . capaoity: ./ Personal Representative Counsel for personal representative '. /;j.:< 1./,3 - (p INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) C POR DAns 0' DUTHAn.R 12/31/91 CH'CK H.n If A SPOUSAL POV.ITY CR.Dn II CLAIMID [J PILI HUMI.R 1994-00911 COUNTY CODE YEAR NUMBER ~OMl'lnE ADORU5 !iY-llOO I.. 1I1,~11 " - ,-- .-. -w-- 1. Real Ellole (schldule AI ( II -275-1i"D."89--------;:J- ~, ~ 2, Slack. and BondI (Schedule B) ( 2) ---C1--------c; ) 3. ClulOly Held slock/Po~ntrlhlp InlerOlI (schodule C) (3) - _ f ; . , 4, Mo~gage. and NolOl Rmlvobl. (Sch.dule 0) ( 4) ____0 '; 5, Ca.h, Bank OepollII & MllCollanooul Pe"onal Property( 5) 286.232. 70 ~: " (scnedulo E) ~ (., (:I 6, Jolnlly Owned Property (Schedule f) ( 6) ___ ~ c: ---;J>~ 7, Tran..... (Schedule G) (schodule LI ( 7) 117 . 727 . 92 B. Tolal Grall AII.II (lalalllnOl 1.7] 9. Funlral ExponlOl, Admlnlllrallve Call" MII"IIan..u. ( 9)_ bpenlOl (schedulo HI 10. Oebll, Mo~gogelloblllllOl, lIonl (Schodule I) (10) ____. 22.55 11. Tatol O.ductlan. (10101 IInel q & 101 12. Nol Va'ue of Eltole (IIno 8 mlnu.llne 111 13. Charitable and Gov..nmontal Boqu,", Ischedulo JI 14. Net Va'ue sublao:t to Tax (line 12 mlnulllno 13) 15, Amaunl of line 14 lax able 016% role (Include valuOl from schedulo K or Schedule M.I 16, Amount of line 14 loxable 01 15% ,ole (Include voluOl from sch.dulo K or Schedule M.) 17, Principal lax duo (Add ta,'rom line 15 and from line 16,1 IS. Crodll. spoulol Pavorty Credit Prior Paymenll OllCount ____ + __ L_2..,1}]1....2.2- 19, IIl1no lB I. grealer thon line 17, onler tho dlff.ronto on line 19, Thl.I. Ihe OVERPAYMENT, aD 20. II line 171. groaler than IIno 18, enler tho dlff..ento on IIno 20, Thll;1 the TAX DUE, A. Ent.r tho Inl"OII on the balanto duo an IIno 20A. B. Entlr ,he total of IIn. 20 and 20A on line 20B, Thll I. Iho BALANCE DUE. Make ChICk Payable tal Reg'"" of Will., Agent "- . . IIIURI TO ANSWER AU QUEmONS ON REVIRSE SIDE AND TO RECHECK MATH.. Under Plnclll., of perjury, I dicier. that I have .xamlnld lhlt r.lur", Including accompanying "hidul.. and slatlmenh, and to lh. bill of my knowledge and bell.f, It I, tru., corr.ct and complet.. I dedar.lhal all r.al '1101. hal b".n rtported atlru. mark.t value. DeclaratIon of preparer oth,r thon Ih. plnonal r'presentatlvI II bal.d all all Inlormallon a' which prtpOrtr hal any knowl.dg.. IIONA1UII 0' mlON !ESPONSIIlI 'O! fllINO !ETU!N AODRffi!nei"utl1 Ma 1 n St,-Mart 1 l.d. PA 109TI OAll ~~~A~~!E~: ;!I~~~!sOl~~!;~~~~ElAE~~~A~,v~dml nl_~;~~I;or c. t. ~~7J~ A 'In 'n Jii&f'I'lY I ~ ~I~ II z ~ ! ~ I ~ ~4J~ COMMONWEm" 01 P1NNIYlVANIA OIPA!lMENl m !IVINUI om. 210601 HAIIISlUAO, PA 17171-0601 AST, fIUT, AND MIDDlf INlTIAlI Country Meadows of West Shore 11 3555_ Sporting Hill Road ~~~~~R1fr~~ 17055 [J 3, Romalnd" Return (for dalll of dealh prior to 12.13.821 o 5, fedlral Ellate To. Return Required ....1S. Tolal Number a' Soft Dopolll Bo... Lunn, Leon E. OCl;~;!~~~r~ ~~;~rJ~~~;;:-~JA;!~;~~ IRI 1. Orlglnol Rllllrn lJ 2. supplemontal Roturn [J 4, Limited E"olO D 40, Futuro Inloroll CompramllO (lor dol.. of doalh afler 12.12-821 IRI 6, Oocodent Died Toltalo 0 7_ Decedonl Malnlolned a lI,lng T,ull AHoch copy of~. (AHoch copy of Tru'l) LL CORRElPONDINCI AND CONFIDENTIAL TAX INFORMAl'l0N SHOULD BE DIRICTED TOI First Citizens National Bank M IE ~ I ~",AO Trust and Investment Services 15 South Main Street NUMB ~ .------ Mansfield, PA 16933 717 ) 662-0463 t::l n N \D ::0:0 "'~ (q () ....'1 ~.: a. (II ((J , fL c ..I., " ... -' <.....1 =...([l Wo - 22,307.0C :E: o i::i -l:>o ( 8) ~l~&Z1.51 (111 (12) __ (13) (14) 22.329.55 656.741. 96 -0- .fi.5.6..,1il..9.6 39.404.52 (15)__ 656.741.96 )(.06 . (16) -0- )( ,15. (17) __ 39.404..5L..__ InlerOlt Chec::k 11(11t' if you arc fcqucslinu (I refund of yOUI overpayment (18) ___...11073. 9~___.__.____.___ (19) ___________._ 37,330.60 1201 ______________. (20AI _ (20B) ___________ I'V.IIOIII. (.,161 j,'Jt ' ~~ COMMON~fAIlN or PlNNIYlVANIA INHI IIANCI 'AUlIUIN II rDIN! DICID N! mAffo~ - - SCHEDULE B STOCKS AND BONDS Leon E. Lunn 1994-00911 L~I preplrlv 10Intlv.own.d with RIghI of Survlvollhlp mull be dllCl~ Sch.dvle ~,I ITEM NUMBER OESCRIPTION 1. VALUE AT DATE OF OEA TH - $20,000 Erie Pennsylvlnia Oeneral Obliqation Bond 4.7', due 11/01/2003, ousip #295407RJl Int.r.lt plYlble lemi-annually 5/01 and 11/01/ Aoorued intereet trom 05/01/94 to 09/30/94 18,470.00 391. 45 2. $25,000 Lanoalter PA Osneral Obligation Rond 4.75\, due 10/01/2004, ousip #5142820Q9 24,036.75 Int.r.lt payable lemi-annually 4/01 and 10/01/ Aoorued intereat from 04/01/94 to 09/30/94 592.12 3. ~25,OOO Pennsylvanin State Rofunding Bond 5\, due 05/01/2003, ousip #709139N70 23,400.00 Intereat payable semi-annually 5/01 and 11/01/ Anorued interest from 05/01/94 to 09/30/94 520.55 4. $15,000 State Public School Building Authority Bond 4.7', due 04/01/2003, ousip #8573200T6 13,650.00 Intereat plyable Ismi-annuIlly 4/01 and 10/01 Aoorund interest from 04/01/94 to 09/30/94 351.53 5. $1,000 U. S. Series EE Savlnqs Bond dlted 10/82, Serial #H3934407EE 1,244.00 6. $1,000 U. S. Serios EE Savinqs Bond dated 10/82, Serial #H3934406EE 1,244.00 7. $1,000 U. S. Series EE Savings Bond dlted 10/82, Serial #H393121SEE 1,244.00 8. $1,000 U. S. Series EE Savings Bond dlted'10/82, Serial #H3931216EE 1,244.00 9. $1,000 U. S. Series EE Savinqs Bond dlted 11/82, Serial #H4076377EE 1,150.80 10. $1,000 U. S. Serios EE SavinqsBond dated 11/82, Sarial #H4076378EE 1,150.80 11. $1,000 U. S. Series EE Savings Bond dated 01/83, Serial #H405B193EE 1,150.80 TOTAL IAllo onlar on line 2, R.copllulollon) (1/ more .poco I. nile/ed, Inllrl oe/e/illono' ,h.." of .ome .,..,) S cont j nued UY.IIOIU. 1~'!61 1 SCHEDULE B STOCKS AND BONDS . COMMONWIAllH O. P1NNIYlYANIA INHIlllANCI1AX RllURN 1II10lNI DICID NI mATI Op Leon E. Lunn (All p,op.rtv lolnllv.ownld with Right of Survlvo'lhlp mu.~clo..d on Schedule P,) ITEM NUMBER DESCRIPTION 12. 1,000 U. S. Seri.. EE SlvinQ. Bond dlt~d 01/S3, serial IH40S8194EU 13. 1,000 U. S. Serift. EE SavinQa Bond dlted 01/B3, Svria1 IH4058195EE 14. 1,000 U. S. s.rie. EE Savingl Bond dlted 11/83, Serial IH55616S1!E 15. 1,000 U. S. Series EE Savingl Bond dlted 11/83, serial IH5561652EE 16. 1,000 u. s. Seriee EE Savings Bond dlted 01/84, Serial IH6330498EE 17. 1,000 U.' S. Series EE Sav ings Bond dlted 01/84, Serial 1116330499EE lB. 1,000 U. s. Seriel EE Savingl 80nd dlted 01/84, Serial 1116330500EE 19. 1,000 U. S. Series EE Savings Bond dated 01/84, Serial 11I6330501EE 20. $1,000 U. S. Series EE Savings 80nd dlted 01/84, Serial IH6330S02EE 21. $1,000 U. S. Serie. EE Savings Bond dlted 01/84, Serial IH6330503EE 22. $1,000 u. s. Series EE savingl Bond dlted 04/8S, Beria1 IH90971S2EE 23. $1,000 U. s. Seriee EE Savingl Bond dlted 04/85, Serial 1119097153EE 24. $1,000 U. s. Seriee EE Savings Bond dated 04/85, Serlel 1117853942EE 25. $1,000 U. s. Seriel EE Savingl Bond dlted 04/85, Serial 11178S3943EE TOTAL Abo enll' on line 2, RICO lIulatlan (1/ more 'pace 'I nlld.d, 'nllrl addlllanal .M.tc 0' lam. "'1,/ PILI NUMIER 1994-00911 VALUE AT DATE Of DEATH 1,150.80 1,150.80 1,065.60 1,065.60 1,065.60 1,065,60 1,065.60 1,065.60 1,065.60 1,065.60 970.00 970.00 970.00 970.00 $ continued Uy, llOll!. Ij,16) SCHEDULE B J STOCKS AND BO~DS '*' COMMON~IAlI~ 0' P1NNlVlYANIA INHI IlAN I lA' RI'URN R! lOIN ~ICIO NT ISTATI OP - I.eon E. Lunn (All prop.rty lolntly.owned with Right of Survlvollhlp mUll bl dllClolld on 5ch.dul. P., ITEM NUMBER DESCRIPTION 26. $l,OOO'U. s. Seriee EE Savingl Bond dated 07/85, S.rill #H10071849EE 27. $1,000 U. S. Seriee EE Savingl Bond dated 07/85, Serial #HI0071850EE 28. $1,000 U. S. Series EE Savinge Bond dlted 07/85, Serial #H100'11851EE 29. $1,000 U. S. Serioe EE Savinge Bond dlted 07/85, Serial #HI0071852EE 30. $1,000 U. S. Seriee EE Savinge Bond datftd 07/85, Serial #HI0071853EE 3" $1,000 U. S. Seriee E~ Savings Bond dated 07/85, Serial #HI0071854EE 32. $1,000 u. S. Seriee EE Savings Bond dated 10/85, Serial #H012458060EE 33. $1,000 u. S. Seriee EE Savings Bond dated 10/85, Serial #H01245S061EE 34. $1,000 u. S. Seriee EE Savinge Bond dlted 10/85, Serial #M012458062EE 35. $1,000 u. S. Seriee EE Savings Bond dated 10/85, Serial #M012458063EE 36. $1,000 u. S. Seriee EE Savings Bond dated .10/85, Serial #H012458064EE 37. $1,000 u. S. Seriee EE savings Bond dated 01/86, Serial #H012667064EE 38. $1,000 u. S. Seriee EE Skvinge Bond dated 01/86, Serial #1l012667065EE 39. $1,000 u. s. Seriee EE Savingl Bond dated 01/86, Serial #H012667066EE TOTAL Aha enl.. on lint 2, Reco 'I.latlo. (II mall 'poce II ne.eleel, 1.lOrt aelelltlona',hHIl o/,am. lilt,) PILI NUMBIR 1994-00911 VALUE AT DATE OF DEATH 970.00 970.00 970.00 970.00. 970.00 970.00 935.20 935.20 935.20 935.20 9:15.20 935.20 935.20 935.20 $ cont I nued IIV.lSO) 11'1'..061 I SCHEDULE B ~S AND BONDS, -_-:===.;-:-_-:.=:::::.:r1.":n:;==r:.~'MI.a ' . ~~ COMMONWIALTH 0' tlNNlYlVANIA INHIIIlANCI lAll mUIN R1SIDINl DICIOINI ISlATI OP - Leon E. Lunn 1994-00911 (All property lolntly-owned with RI,hl .1 Survlvollhlp mull b; dllcll;d I. _~h.dul. ,:r--- ITEM NUMBER DESCRIPTION VALUE AT DATE 01 DEATH 40. 1,000 U. S. Seriel EE Gaving. Bond dlted 01/B6, Seril1 #H012667067EE 41. 1,000 u. S. Serial EE Savingl Bond dated 01/86, sarial #H012667068EE 42. 1,000 U. S. Serien EE savingl Bond dated 01/86, Serial IH012667069EE 43. 1,000 U. S. Sariel EE Raving_ Bond dlted 04/86, Soria I #H15653039EE 44. 1,000 U. S. Seriel EE Saving. Bond dated 04/86, Serial #M15653040EE 45. 1,000 U. S. Sorie. EE Saving. Bond dated 04/86, Serill IM1565304111 , ' 46. 1,000 U. S. Serio. EE savin~. Bond dated 04/86, Serill #H1565 0421~ 47. 1,000 U. s. sorie. EE savin~. Bond datea 04/86, Serill IH1565 04311 48. 1,000 U. S. Seriel IE Bavingl Bond dated 04/86, Sarill IH1565J0441E 49. 1,000 U; s. Serial IE savingl Bond dated 04/86, Sarill #H1449 31311: 50. 1,000 U. S. seril' II saving' Bond dated 10/86, Serial IH1947 49811 51. 1,000 u. s. Serill Ell sAving.nond dlted 10/86, Sorial IH1947 51711 ' 52. $1,000 u. S. Sorio. II saving. Bond dated 10/86, Sorial IH1947 51811 53. $1,000 U. S. Serio. IE savingl Bond dlted 10/86, Serial #H1947 51911 935.20 935.20 935.20 , 901.20 901.20 901.20 901.20 901.20 901.20 901.20 .868.80 868.80 868.80 868.S0 _~TAL 1,1,110 en!" on line 2, R.capltula!lan' (II mOil 'pacI I. n..d.cI, 'n..rt aclcllllana,.httll 01 lame .111,) S cont I nued 1IY,15011K. I.'~I * SCHEDULE B STOCKS AND BONDS COMMONWIALIH 0' IINNIYtvANIA INHUIlANCI lAX AlTUAN AUIDINI DICIOINI bTAU OF Leon E. Lunn IAII proplrty lolntly.owned with Right o. Survlvollhlp mull be dllclolld on Schedul. P.) ITEM NUMBER DESCRIPTION 54. $1,000 U. S. Seriee EE Savinga Bond datQd 10/86, Serial #M19478521EE 55. $1,000 U. S. Seriee EE Savings Bond dated 10/86, Serial #M19478491EE 56. $1,000 u. S. Serie. EE Savings Bond dated 10/86, Sorial #M19478499EE 57. $1,000 U. S. Series EE Savings Bond dated 10/86, Serial #M19478520EE 58. $50 U. S. S~rie. EE Savinge Bond dated 11/91, Serial #L484154070EE 59. $5,000 U. S. Seriee EE Savings Bond dated 11/91, Serial #V2553941EE 60. $500 U. S. Seriey HH savinge Bond dated 02/76, Serial #011122466H 61. $500 U. S. Series HH Savinge Bond dated 02/76, Serial #011122467H 62. $1,000 U. S. Seriee HH Savinge Bond dated 02/76, Serial #M16474472H 63. $1,000 U. S. Series HH Savings Bond dlted 02/76, Serial #M16474471H 64. $1,000 U. S. Serie. HH Savinge Bond dated 02/76, Serial #M16474470H 65. $1,000 U. S. Series HH Savinge Bond dated 02/16, Serial #M16474469H 66. $1,000 U. S. Serie. HH Savingl Bond dated 02/76, Serial #M16474468H 67. $5,000 U. S. Seriel HH Savings Bond dated 02/76, Sarial #V514553H TOTAL (Aho .n'" on IIn. 2, Recopllulotlon) Iii more Ipa.. II neaded, Inllrt oelellllono/.hu', 0/ 10m. rill.} Fill NUMBER 1994-00911 VALUE AT DATE OF DEATH 868.80 868.80 868.80 868.80 28.16 2; 680',00 500.00 500.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 5,000.00 $ ISTATI 0' Leon E. Lunn ITEM NUMBER UV.ISlIfhI1.l'1 A. 1. 2. 3. 8, ~~ COMMONweAlTH Of ,eNNIYLVANIA INHUITANce TA' RllUIN RUIDeNT DeceDeNT 5CHIDULI H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSU PI.a.. Prlnl or T pi 1994-00911 DESCRIP'1I0N Funlrol EKp.nllll c. HILnea Soureman Funeral Home, PC - Punlral Bxpenle. NLoh11lll 'Shuman, Gibbon. Nemor hl company - Cametery Le~tering Kuhl'e Plowere - Puneral Flowera Admlnlllrallvl CIIIII Firat Citizenl Nltionll Sank 23 733 8378 1. Plnonal R.prellntatlve Comn,llIlonl Soclol Sleurlty Number of Plrl01~J\rprellntollve: Vlor Camnlll1lonl pold AMOUNT 5,487.00 60.00 296.80 8,000.00 2. Atlornay Faal Walrr>th " Coolidge 8,000.00 3. family E~lmptlon N/A Clolmont Relollonlhlp Addre.. of Claimant at dleldant'l death Streat Addrell 4. C. 1, 2. 3. 4. 5. 6. 7. 8. City State Zip Code Probate Fael Mlle.Usneoul EIPJ.nl.lfl Regrater or W~l a, Cumberllnd County - letter. of Adminiatration Ind Short Certifioatea Cumberllnd Law Journll - Legal Advertiling The Sentinel - Legll Advertiaing " - I TOTAL IAllo Inter on IIna 9, Reeopltulatlon) $ 22.307.00 (If more Ipae' II neld,d, Inll" addltlonal .h'ltl of .aml 1111.) 351.00 40.00 72.20 " . . .. . . .. ---..-.... .....--.-.-... ---- ."_t!~.~fumJd OF LEON E. LUNN I,' LEON E., LUNN, of Mansf.ield, Tioga County, Pennsylv/tnia, bein~ of sound mind, memory and understanding, do hereby make, deolare and publish the fol101dn<:l as and for my I,ast Will and' Testament, hereby revoking any and all prior Wills heretofore made by me. FIRSTI r hereby direct that all my just debts and funeral expenses be paid as soon as is conveniently possible after my death. SECOND I All the rest, residue and remaJ_nder of my Estate, ....-.-..- whether the same be realty, personalty or mixed, wheresoever situat.e, I hereby give, devise and bequeath unto my wife, KATHRYN J. LUNN, to be hers absolutely and in fee simple. THIRDl I do hereby make, constitute and appoint the said . KATHRYN J. LUNN to be the Executrix of this my Last Will and Testament, and I further direct that she serve without the necessity of filinq any borld. !:,:,QURTH I In the event that my wife, KATHRYN .J. LUllN, shall predecease me, or in the event that we die simultaneously each to the other, or under such circumstances that it is difficult or impossible to ascertain which of us died first, or in the event , ~ that either of us die within ninety (90) days of each other, then, I hereby give, devise and bequeath my Estate as follows: A. I hereby give, devise and bequeath unto my daughter, PATRICIA SMITH, all my real estat.e located at Sharbot Lake, Ontario, Canada, together with the cottage, docks and all . personal property located thereon, including but not limited , to household furnishings, marine equipment and boats, or in " " iL . II,.' ~age one of tour pagel " " ..... '" " -' \ ~ , . . , , " I I' ..,' " H' 1 I' ; , ,': \ ~', ~ (1 "II I) .' i ',I i ~ ' \ ,," ,,\ ~ ....'-"-...~,.:..-.~_J..~.:....- ~.. ..,.......- .J..... -......' ' the event that my daught.er, PATRICIA SMITH, shall predeoease me, to her issue, per st.irpes. I hereby speoifioally request that my daughter, PlITRICIA SMITH, or her iasue, allow my other daughter, KIITIIRYN JOliN HIRNING, and/or her issue, to visit and use said property at suoh times as are convenient to both my daughters, with the understanding that my daughter, KATIIRYN JOAN IIIRNING, or her i.ssue, shall reimburse my daughter, PATRICIA SMI~H, or her issue, for the expenses incident with my daughter, KATHRYN JOliN HIRNING, and/or her iSBue's use of said property. B. I hereby give, devise and bequeath unto my daughter, KlITHRYN JOliN HIRNING, the sum of 'fen thousand ($10,000) Dollars. In the event that she predeceases me, I hereby gJ,ve, devise , and bequeath the sum of $10,000 to her issue, per stirpes. C. All the rest, residue and remainder of my Estate, whether the same be realty, personalty or mixed, wheresoever situate, I hereby give, devise and bequeath unto my daughters, PA'l'RICIA SMITII and KATHRYN JOAN HIRNING, share and share alik~. In the event that my daughters predecease me, then I hereby direct that her share be given to her issue, per stlrpes. In the further event that any such issue of any predeceased children have not obtained the age of 18 years of age, I hex'eby 9i ve, devise and bequeath that beneficiary's share to PRISCILLA M. WALRATH of the law firm of \~alrath & Coolidge, 126 Main' street, wellsboro, pennsylvania, as Trustee, IN TRUST NEVERTHELESS, for the care, maintenance and education of said minor benefi- ciary. I do herehy direct said Trustee herein named to expend all of the income and as much of the pdnclpal as she in her sole discretion deems necessary for the care, maintenance,' ecucation and support of said minor bonefioiary. When said . t'."..'", Page two of four pages I \ 'I I I "I' , . , . ... .._~ _~,_"._"~'__''''_'_.1''__.'''''.'''''''' .~. minor beneficiary shall attain the age of eighteen (18) years, then in that event, I do hereby declare said Trust to be at an end and direct my Trustee hereirt named to turn over to said minor beneficiary his or her respective share of my Estate. I hereby direct that my Trustee herein named shall serve with- out the necessity of f.iling any bond. D. I do hereby appoint my daughters, KA'PHRYN JOAN HIRNING and PATRICIA SMITH, to he Co-Executors of this my Last Will and 'I'estament under the circumstances set forth in this parllgraph 4. In the event t.hat one of my daughters prede- ceases me, and I die under the circumstances set forth in this Paragraph 4, then I appoint the surviving dau9hter to be the Executrix of this my Last Wi'll and Testament. In the event that only my daughters' issue survive me, then, in that event, I do hereby appoint PRISCILLA M. WALRATH, Esquire, of the law firm of Walrath & coolidge, to be the Executrix of this my Last ~ill and Testament. I specifioally direct that whoever serves as Executrix of this my Last Will and Testament serve without the necessity of filing any bond. In any event, I desire that my Executrix, whomsoever she may be, retClin the law offices of Walrath & Coolidqe to ~epresent my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal . this ~ (/ day of Maroh, 1985. I) ~_ /" ,I , .' .e,~'h\.' ,..1-'.-( .',...,.... (SEAL) SIGNED, sealed, published and declared by LEON E. WNN, the above named Testator, as IInd for his Last Will and Testament in the presenoe of us, who at his request in his presence and the Page three of four pages , " I I, ," . I' , . ", ~ ',I,JI\, I' II " ,', "i " ' \, ,I " I' 0, ' " -......... " ........-..........--.. " " " ,.................. preseno~ of eaoh other, all being present at the same time have hereunto subscribed our names as witnesses. .ijJ1~;~2' #~~j ....- /' 11'1,1 " '.' I \ " " " i, , , " I I , ~", . 'J "I , ' !I," " 'I, '" .,' , I " , ' , I, ,i ',I' Ii" , III,' I. "I,' " 'I ,lll/ll r"' , , (" " " I', " ,I , " ',. ,_,'"~ .1" I, 'I, " -or I , ' ,I," ", ,,' I" ," " I, ,. (' residing at residing " 11. I I." .. , .0", '.. ,. I ." ,. " ". ,I' " I' . , " ,. "I .i ," II" M'&b~~, a:. /Ip(l/ ./ at !.d,t~.d}~lb ':-'p~ , ,.' '" " , ,1"\ I, .' .. ',1;. '. I I'age four of four pages " ,. ';, .. , ' " I' ,. I I ,1-, \, Ii " " " " ,I:' d. " ",t ',,' ./,".1".... '1',.1-. .. t);' "u~ (. ;i :",-:', I' '. :1. .". Ii ;1 " '1 " .j,,' \ ,'. ~ ;_,~; .,,1.\ ;,-, i) i,_ ~ ,,','l'I'.\~ d'.' ", "",:,(1'1, "',';\iillvl.:l'r' ';','",. 'I I iI" I: I I I, " ., " " ", Inv.ntory of the r'll .nd plr.onal ..tlt. of L.on I. Lunn ___d.c....d $20,000 Bri. P.nn.ylvlnil Gln.rll Obligltion Bond 4.7', due 11/01/2003, au.ip #295407RJl Int.r.lt plYlbl. ..mi-Innullly 5/01 Ind 11/01/ Acoru.d int.r'lt from 05/01/94 to 09/30/94 18;470.00 391.45 $25,000 Llnollt.r PA o.n.ral Obligltion Bond 4.75', due 10/01/2004, ou.ip #5142820Q9 Int.r..t plYlbl. ..mi-Innually 4/01 Ind 10/01/ Aooru.d int.r..t from 04/01/94 to 09/30/94 $15,000 Stat. Publio Sohool Building Authority'Bond 4.7', due 04/01/2003, ou.ip #857320GT6 Int.r.lt plyabl. ..mi-annually 4/01 and 10/01 Aooru.d int.r..t from 04/01/94 to 09/30/94 $1,000 U. S. S.ri.. II Slving. Bond dlt.d 10/82, s.rial #M393440711 24,036.75, 59,2.12 23,400.00 5~0.511 13,650.00 ni.53 1,244.00 $25,000 P.nn,ylvania Stat. R.funding Bond 5', due 05/01/2003, ou.ip #109139N70 Int.r.lt PlYlbl1 ..mi-annullly 5/01 and 11/01/ Acoru.d int.r..t from 05/01/94 to 09/30/94 $1,000 u.s. s.ri.. IE Slvingl Bond dat.d 10/82, S.rill #M393440611 ,1,244.00 $1,000 U. S. S.ri.. II Saving. Bond dat.d 10/82, S.rial #M393121511 .' 1',244.00 $1,000 U. S. S.ri.. IE Slvingl Bond dated 10/82, S.rial #M39312161E 1,244.00 $1,000 U. 8. S.ri.. II Slvingl Bond dat.d 11/82, S.rial #M407637711 1,150.80 , $1,000 U. S. S.ri.. II Slvingl Bond dlted 11/82, S.rial #M4076378EI .1,150.80 . , $1,000 U. S. Slri.. II Slvingl Bond, dated 01/83, s.rial #M405819311 1,150.80, $1,000 U. S. S.ri.. II Slvingl Bond dlted 01/83, S.rill #M4058194EI 1,150.80 /, i ,~;' '\ '\"i1f ...1' ,il I~"'j: ' ,;.-,; ,'j ;!':.' ',-"'" ,- 'I \,';1 \,/;;1 ';\ , ii, I 1\ I , I I '.1 / '_{II 'I 'l I' .., ,I "-';-" !,~.,. ,.. " i" ," ,. " ", " " I.,. I', 6,~ .' " , ' ''- Wri"! " i I I : \ ,I 1 I 1 I I I \ , I I I , ,I I I I 1 I 1 I 1 I 'I 'I 'I I , . . "'~,.-.."-'.--:--"..-" . .01....' i' ",.. _,~,~,......r.., ,~ ,," ,'" ;,-, ',I " PA"E A(100UNT NO,: , 33 00 5365 02 LEJONEI, .LUNN E1STATEI OESCR11'TION: .. " , , , " ,. ""1 i,', (.' " " 1'-' ' 'r 9 Dee ", , \. , , ',j ii'- , , 012023 INHERITANCEI TAX AT 5 PCT DISCOUNT LEJON E. LUNN ESTATE FILE #1994-00911 ~ 28, 1994 -----..---- - _.~!----- ....$37,330,,60 AMOUNT ."".r..":'"'_._._...._~.....'..._....T" ,~ ,!; ". " I'i, I;W' , , " , I: " Ii " ,'J, "i" FIRST OITlZeNS NATIONAL BANK. 15 S, MAIN STREET. MANSFIELD, PA 16933.1590 i' I_I!' ,'''' I' "I; 'j' " .-' , ,. " ,"~I' , !'" " " " ,'- " " ,.... "(" .i'. ~~',ift-.~>.' ....0-..._::.._. ." . ...-... ',' " " 11,\ " " 'I! ,. 'il /, 1'1- ,. ,;1 " .- 'I " ,. " ,. '. p-, I I " I I 1 I I I I " 1 I I . 1,0) I " I I 1 , I, I i i" ." ,. j )(, ~ .' , " ,t.. ~.' , 'I (' ...,' '. " 'I \' ('~. , ; ,'j 'Il! \ .~ .... ,t\; t t , ll'J I t,'~' 't " " '~-',I"_-'~ . f, ) .,'''11. ./ ~, . " ,r" '~I t .. "",1/ ,I. . ,,1, I ,j." 'I .1 j\,' '. ':' , 'I' 'II " " ,II , , ' '"" .", I,' ,) to' , '. \' -. ~, .f ..-...,,' If......--' .L ,I , ,. i !' , I i , ~ , I , '. I 'r , " , / I '-, , " , J,j !'I' I " i \ \ ~.. I I -J I ,) ,: ,/ I ;;1 , , oi' , , , " I ! PI I / I, I 'I I I, I 1 I 1 I I 1 1 1 1 'I I 1 L ;! " "I , ..' "'I .~.. ~~....., ,_ .. '~ , , I , I,', " t'I;'-\l,lhll' ,;-f.; " q' ,.,,71. .-<__f "/>';'1"-11' ",,, " ." '-', ""',." t: 1 i ,.\ , 'I ,j ACCOUNT NO,: 33 00 5365 02 9 LEON E, LUNN ESTATE OESClUI'1'/OI'i: UATfi Mar 13, 1995 ,j ! 1/, , " " BALANCE OF INHERITANCE TAX DUm FOR ' I LEON E, LUNN ESTATE - FILE #21 94-0911 ,. ,. M!OUNT .... · · · $109 ,,15 I' 'FIRST OiTIZENS NATIONAL BANK. 15 S, MAIN STREET. MANSFIELD, PA 16933.1690 ,,' I"~ 'j' <'"u, ._..""_...___......, , I " ,',I ,. " 1..-..;\11 ,. '" " , , ,I: , " , " , " " ,,'1 , , " .T ','" /'\, " ,,' " " . " " ." '" , , ' , " , , I' l,' , " \' .-,. .' , '" -\" " " " "<,' " i " ), . ~. -", " I I " ~: " ','4.1 ';, '\" ," .' . l' " ,~-'., ' I', "..,.I , , I. r , , I, , . ..', " , - t. . t ' ,I, ~ ,. I '.; 1'" .,., l' - > ,- '. . j,,~ ' '. -~,'" .. ." '"',, ,r,. \ I ',01 "It ',' I t ..I,f / .~' ',fl... ' '. \' I '. 11' 'l.t' " I,: :'. . .., ',~' , . ,I ,:\" , " \, ", ~; " f , u. '. " :'--'" . -... ..--." _lt~ _:..,,,,.........,,..,..">,..._,11[1 ~_ ,'T' ". 'I, " , \.':~: I'" . , ~lo.!T '(' '~ '.'- ,~ .''':~ ....'.- fI' t ~. , \ ~ 'I ! t , I' ~ i , I \' '..: , , 1 " .,j>' ..,.,...... .......;., "....' ~ l, I ' , , " ,1'1" I ., '.I; " ;; " , .. ," . ,.' ., " ,. " " 'f I' t,1 ;/ I , 'I'" " 1 ,.j " 1, " ,; ! ~i I ", '" I' I' ,. , " , I. 41 II', '11.:'1' ,,' , ,. ,'I. RIV.l!14'l EX AFP (12.94'* . COHHOHWEAllH OF PEHNSY1YANIA OEPAR1HEHl OF REYENUE ' BUREAU OF IHOIYJOUAl TAXES OEP1. za06Ql HARR1RBURG. PA 11126-0601 OTAVI OF LUNN Ltolr =r- FILl NO. DATI OF DEATH 09-30-94 COUNTY CUMBERLAND MOTEl TO INSURE PROPER r.REDIT TD YOUR ACCOUNT, SUBHIT TH~ UPPER PORTION OF THIS FDRH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REOISTER OF WILLS. AGENT" REMIT PAVMENT TOI NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DAT! 03-13-95 FIRST CITIZENS NATL BANK 15 S MAIN ST MANSFIELD PA 1~933 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A~ount RI~ltt.d 1C'9, I,) "..~~L~~9,~~",1~,l.~ ..~J~~.",.. ,I ~ ",; l'.~ill RITAlll LOW!R PORTION FOR YOUR RICORD9 ;'_n..i...-,';,.-..'...., (,,"};" ,;..L," -.. ;' ~ '~ r' II )1; ,.1 ,,'. ',I' ,,1,1\ I. 'j I I, '/\, " ,', . " _ I , ff I .. I lJ.~ II, .~; .1 ~ ~- .. . " L,J' , ,L' 't) ,,' t-\ -: ~ . ., ' , ,I r. \ 'I .. '1. t,'" 'I '1,,".(1.." , J',~, . 1,,1' I'"'' I ." , ..,... i'''i ~ , ! ,!. " , I', ,"i' , " " ,. , , ,ll '. , " ,: I' j' II k' .,1, I , " ..; \ "" 1'. \ I. I .r 'I' , , ' ". ", , " ...1 'w.'" '.r' ,.( 'I' "J" .-. ., /'.. . ........ -- ~~ 'I...;r-r.-:-. j~.:;~''''''''' ., 1 ~ ... " . ;.'''''' --"""1"'-" 1 I .1..'tj:.......1 ,I ,I',,',' "1 I. 'Ii I , 'I 1 , , i I ,1 , ,,' , , .~, , \ "~~'",._,,,'''''''....,.. "...~ ... ,I"~ i.1 ,. " "', . " I: .'1. , . , .." , " .'.' '_. ,'"if',::, ,"",,;:,,-,.- i_' ',,_ "",',, . ,I: :,. _ ' ,} ""1l'I" __,.'.1.\.. " -.... ~oa~~I'tl~.'I'_/iAf\'._tlv-l~d.-..;;...I'I'\,_IIJ'_"{('iIj.h\I\lhII "- ' -.' C '_."'~'. J I\!'; _ ,1K,\,!11\1t1('''1 n-.,'v'W-;'-'-"_' Hl"~' 'i~.I\"'t \\'~"lff;'~jJ'~il,.,d'_'<:;i"<':J]~",., !lY ,~::j..~-' '''-'-'-', '1:'.:\- "'I,}"i(' _\l :',,,'\ 1;"-,,,;, ,l" t\jf'li,';'~.'jfWn"'If1II'; '!t"'~'!f:"l,~1\)i\'I_'r',_~!,,'r.j!~tm~'\1ft{1f,,-;.t}\ r"" ,....,,;If'_""........u.....-.J.~..~.,..... I /.i......u__.~._;.........,i, !....__......... ........_1\,01\0.1 _" ...-..o;w...-... .............'" ...."i....~ ,......_...' -= _,'..'" ;,,: ..' .f'!_ FI Rst CITIZENS NATIONAL aANK 15 S. MAIN STREET MANSFIELD, PA 16933.1690 ADDRESS CORREOTION REOUEIlTEO ,-_........,~_.__._...."...._. " ,,' '"._...,~--.,.' ,n! ' ill..,' .' 02/~ qJ/-,Cf II I~J;'':. " '" , 1 .,. .1' I _I " " " " l;':,: ..::.:<..-::<_.:,,} 1~-~;;1';;i:.>' ',.1 ~ ,,.' \ ~"'I('. "" ':-v ':,,~~"!" ";..:'.. -'.. " (\.~ '( \~':-', /."[1 (. 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I I I !' ~j J /</ ./1.3 -.(; ~-1547 EX AFP (12-94'*1 I COHHOHWEALHl OF PENNSVLVANIA ACN 101 OEPARTKENT OF REVENlJ[ NOTICE Of INNERITANCE TAW IUllEAU Of INDIVIDUAL lA.ES AP~RAISEMENT, AllOWANCE OR DISALLOWANCE I . ::mis:~:~' PA ~_~~6~D~:_~=~=__fli'iffl=_ .==:- DEDUCT_IONS ~~ A~:~~~M~~~Of TA:=L!A~:r~~~~ :5__ bTAT! OF L L~Uf1 0 FILE NO. <. ,~-UH DATE OF DEATH 09-30-94 COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION Of THIS fOR" WITH YOUR TAW PAYMENT TO THE REOISTER Of WILLS, MAKE CHECK PAYABLE TO "REDISTER Of WILLS, ADENT" REMIT PAYMENT TO: S:lVff, ~ FIRST CITIZENS NATL BANK 15 S MAIN ST MANSFIELD PA \6933 ESTATE OF LUNN TAW RETURN WAS I (X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL I, Re.1 E.t.t. ISohedul. Al 2, Stookl .nd Bondi (Sohedlll. B) 3. Clolely Held Stook/Perlnerlhlp Int.re.1 (Soh.dul. CI 4. Mortg.gel/Notel R.oelvlble ISoh.dule 01 5. C'"h/B.nk Depollt./MI.o, Perlon.1 Property (Sohedule EI 6. Jointly Ownod P,-oporly ISoh.dule f) 7, Trenlfer. ISohedul. 0) B, Tolo1 Ao..ta APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fun.r.l Ewpen.../Ad., COII./Mllo_ E.pon... ISoh.dule HI (9) 10, Debta/Mortg.g. lhblllUu/Lhn. ISoheduh II 1101 II. Tolel Deduotlonl 1~. Net Value of Tax Return U. ChorU.blo/Dovorn.enl'll B.quuta (Sohedule JI 14. Net V.lu. of Eltele Subjeol to T.. If an allYI,mlnt wa, i"Uld prlvioully, linll rlflect figurll that include the total of Ahh ASSESSMENT OF TAXI 15, A.ounl of Line 14 .t SpouI.l r.t. 16, AMount of Line 14 t...ble .t llne.l/Cl.l. A r.t. 17. AMount of line 14 t,,"ble .t Coll.t.r.l/Cl..1 B r.te IB, Prlnolpll T.. Due NOTEI TAX CRF.DITSI --- PAYMENT DATE 12-28-94 RECEIPT NUMBER AA022653 OISCDUNT I' I INTEREST 1 -) 1.964,77 o 1)(- - REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ,- I I CHANO~ ;i III 121 131 141 151 (~I (71 ,00 275.110,89 ,00 ,00 286,232,70 ,00 117.727,92 181 " LJ '-' t'" (' 22.307.00 22,55 Ill) 112) 113) 1141 .00 K .03. 656.741. 96 w' 06. .00W,15. liB) AMOUNT PAlD 37,330,60 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST L..--.!_OTAL DUE f-~.(,~A~O.;'%-~!~ t~;~ -- -1 I l I ./J (p , " ~-.--r------+'-7- . CUT ALOND THIS L1NE ~ RETAIN LOWER PONTI ON FOR YOUR RECORDS ... ;.-; , .............. _.................................."......................... ,....................................................................................... _.......... o. 00 oo-_lJ 00.. 00.....00............ 00.... _.. 00 REV-1547 EX AFP (12-94) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX (~ LEON E FILE NO. 21 94-0911 ACN. 101 DATE 03-13-95 " .~ ..., PAVMENT MUST BE MADE BY 01-01-95M. . If PAID AfTER DATE INDICATED. SEE REVERSE fO~ CALCULATION Of ADDITIONAL INTE~EST. 679,071.51 ??,~?Q 55 656,741.96 ,00 656,741. 96 14, 15 and/or 16, 17 and 18 will returnl all.lled to datu. 1151_ Cl61 1171 .00 39.404,52 .00 39.404.52 39,295,37 109.15 .00 109.15 1 If TOTAL DUE IS lESS THAN .1. NO PAYMENT IS REQUIRED, If TOTAL DUE IS REflECTED AS A "CREDIT" (CRI. YOU "AY BE DUE A REfUND, SEE REVERSE SIDE Of THIS fO~M fO~ INSTRUCTIONS.) " ~ , ' " , IN THE ESTATE OF . LEON E. LUNN,' DECEASED l I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COUR~ DIVISION NO. 1994-00911 WAIVER OF ACCOUNTING I, Kat~ryn Joan Hirninq, residuary beneficiary of the Estate of Leon ,E. Lunn, deceased, do hereby irrevocably waive the filinq of the formal stated Prinoipal and InOOllle Aoco\ll'It. I intend to be bound hereby. ( " Dated I ~/;;>..rr 'IG;. (J,-r--,~ ~~ing , I 1995 , , ,.11, , " ,. , , " , " , I I , , " , II: , , , , .1 , ., , ,. I' , 1', I , , , ,I \ " ,'j , ,. I. ," ,+' ", .' " ", kJ-w-~ ASdwu KATHERINE A, SHAW Notary Public 01 New Jersey My Commission Expires 8/29/1999 , , " f,'" I' , I', " I" ," , I, .. ".' " ' ".t-, ,I I." ,.: "',' ,\1. i. " ".J, 1'1,' , I " " " !' ", .' " "