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PETITION FOR PROBATE and GRANT OF LETTERS
Estateo! rnARJ.FJl.~...jHtL.___..u._..__.___ No. c:?1-ql/ - I()~~
also known as ._____... _...............___.._ To:
____............____.,_ Register of Wills for the County
._..__.._.._................ Deceased. of CmborI llnd. in the
Social Security No. __205.::Q.~.:!l~n___._____.._._____..___ Commonwealth of Pennsylvania
The petition of the underslllned respectfully represents that:
Your petltloner(s)B'are IH years of age or older nud the exeeutOUL-_ namrd In the la~t will of the
above decedent. dated -Augus.1..J.lL.__...._.._ 19..86....._ and codlcll{lO dated .Mlu:ch 9. 19.aL....._
~"v.J<..1.. ~10- .~~-::t~ch P.ifLf../1) O"'CI.';',1f/.t,1 (,.i!i1l.J
IllIlr rrlC\lnl ~If(urn\lln,c,. I. Ullun,'I.t1Ufl, dUlhofUf(UIO', .".1
Decedent was domiciled at death in CUrbor land County. Pennsylvania. with hJ.L last family or prln.
clpal residence at . 4935 Carlisle Plko. MJchlYlicsburlf. Pennaylvanla 17055
(H.~..lUt\lliiHl P)
(hllmtr1. nUlnl>t,.ndmunl':lrlhl)i
Decedent. then..JlL years of age, died _..__..__, Dno(J)tmf 10, 19-Rt.-.
at 4935 Carllslo Pike. Mlchnnical1u.ri...&umsylvanla 17055
Except as follows. decedent did not marry, wns not divorced and did nol have a child born or adopted
after execution of the will offered for probatcj was not the victim of a killing and was never adjudicated In.
competent: NIL ...
Decedent at dealh owned property with estimated value!; as follows:
(If domiciled in Pa.) All personal properly $.. IiOll, 000. 00
(If not domiciled In Pa.) Personal property In Pennsylvania $
(If not domiciled In Pa.) Personal properly In County $
Value of real estate in Pennsylvania $
situated as follows: ________.__._
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WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codlcll64) presenled
herewith ansl.1he grant of lellers _..._..Iillmmn.~ thereon.
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OATH m' PERSONAl, Rfo;PRESENTATlVE
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF aI\1lERLAt{) ss
The petltloner(s) above.named swear(ll) or afflrm(ll) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petltloner(s) and Ihat as personal
representatlve(s) of the above decedent petltioner(s) will wellnnd truly administer the estate according to
::~rn to or affirmed and subscribed ~s:.t.~~~It'" t_~
before me this 14 th _ dllY of "'7 -T..-....---.. .
~~ 1 th~ {AI{~ / I
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. ~. For the ReI: slrr
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SOLE CODICIL
OF
CHARLES C. DALLAS
I, CHARLES C, DALLAS, of 4935 Carlisle Pike, Mechanicsburg, Hampden
Township, Cumberland County, Pennsylvania, declare this to be the Sole Codicil
to my Last Will and Testament dated August lB, 1986.
ITEM 1:
I direct that Item 9 of my Last Will, as aforesaid, be revised to
provide that should my spouse, Barbara Shepler Dallas, predecease me, fail to
qualify, cease to act, or renounce probate, I appoint my sons, BRUCE and
CHARLES, and my daughter, BARBARA DALLAS PALMER, to be alternate Co-Executors
of this my Last Will and Testament,
ITEM 2: In all other respects, I hereby ratify, confirm, and republish my
Last Will dated August 8, 1986, together with this Sole Codicil, as and for my
Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of IJ1Jtr:C# ,1988,
c:pt
. (!fa/~&a.J o.70tdltW.-J
CHARLES r. DALLAS
Signed, pub 11 shed, and dec lared on the date thereof by the above-named
CHARLES C. DALLAS as and for the Sole Codicil to his Last Will dated August 8,
1986, in the presence of us, who, at his request, In his presence, and In the
presence of each other, have subscribed our names as witnesses hereto.
_(~ L~ ~ OF 1J&-t4
(~ ;11 I .f (Ie I ( OF _, -\ j/, "II If, _
lclgt Bill mt~ <lltl'taUttut
OF
CHARLES C, DALLAS
BE IT REMEMBERED that I, CHARLES C. DAI.LAS, of 4935 Carlisle Pike,
Mechanlcsburg, Hampden Township, Cumberland County, Pennsylvania, being of
sound mind, memory, and understanding, do make, publish, and declare this as
and for my Last \1111 and Testament, hereby revoking and making null and void
any and all \I111s and Testaments and writings In the nature thereof by me at
any time heretofore made,
ITEM 1: I direct that my hereinafter named Executrix pay all my just
debts, my funeral expenses, and the expenses of the administration of my
estate. \11th this direction, I authorize and empower my Executrix to expend
for my funer'a 1 expenses and Interment such amounts as she may consider
necessary and proper, without regard to any limit that may be prescribed by a
court of law.
ITEM 2: I direct my Executr I x to pay a 11 Inheritance, estate, succC!ss Ion
and legacy taxes of whatsoever nature and kind, to which my estate or the
transfer of any property pa~slng hereunder or otherwise passing by reason of my
demise, may be subject and to charge such taxes against my residuary estate, It
being my intention that none of the aforesaid taxes, either federal or state,
on any property required to be Included In my gross estate, under the
provisions of any state or federal law now In force or hereafter enacted, shall
be prorated among the persons Interested In my estate to whom such property may
be transferred or to whom any benefit accrues,
ITEM 3: A 11 the rest, res ldue, and rema 1 nder of my estate of whatsoever
nature, and wheresoever situate, whether it be rea 1, persona 1, or mlxed,
inc1udlng property ~ver whlch I have a power of appolntment, I give, devlse,
and bequeath unto my spouse, BARBARA SHEPLER DALLAS, absolutely, provided she
survlves me for a period of thlrty (30) days.
ITEM 4: In the event that my beloved spouse should predecease me, or die
on or before the thlrtleth (30th) day following my death, I glve, devise, and
bequeath my entlre reslduary estate unto my chlldr'~n, CHARLES C, DALLAS, JR..
BRUCE S. DALLAS, and BARBARA O. PALMER (WASSON), ln equal shares,
.!JEM 5: I f my daughter, Barbara, predeceases me I her bequest sha 11 lapse,
and my total reslduary estate shall be dlstrlbuted to my sons, CHARLES and
BRUCE, 1 n equa 1 shares,
ITEM 6: Should my son, Charles, predecease me, hls share shall lapse, and
shall be dlvlded equally between hls brother and slster.
ITEM 7: Should my son, Bruce, predecease me. I dlrect that hls share pass
to hls chl1dren ln equal shares.
ITEM 8: In the event that my spouse predeceases me, and elther of my sons
predecease me 1eavlng minor lssue survivlng, I dlrect that the survlvlng parent
of those mlnor chl1dren be appolnted Trustee of the assets for those chl1dren
who have not yet attained the age of twenty-one (21) years. I glve, devise,
and bequeath his or her share of my net reSiduary estate unto that Trustee, IN
TRUST, NEVERTHELESS, for the fo11owlng uses and purposes:
A. Sald Trustee shall hold and adminlster sald trust property,
collect the lncome therefrom, and expend or apply the net lncome as
hereinafter dlt'ected. During the admlnistratlon of my estate, the
income earned by the property 1 nc 1uded 1 n th 1 s trust sha 11 be
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cons1dered income of th1s trust and subject to d1stribution as
hereinafter provided for other income of this trust,
0, Said Trustee shall pay/or use for the benefit of my grandchildren
so much of the net income as deemed necessary for their support,
maintenance. and education, Any income not so used shall be
accumulated and added to the corpus of this Trust.
C, Said Trustee shall have the discretionary power to encroach upon
the corpus of the trust estate in such amounts and at such times as
deemed necessary in order to provide for the support, maintenance,
care, and education of my grandchildren.
0, All of the net income may be paid to or for the benefit of my
grandchildren at least semi-annually,
E, When the eldest grandchild atta i ns the age of twenty-two (22)
years, the principal of the trust shall be divided into as many
shares as there are living grandchildren. Upon attaining that age,
the grandchild shall have the right to withdraw principal from the
Trust in the fOllowing manner:
(1) Twenty-Five Per Cent (25%) of the then va lue of the
principal upon the grandchild's attaining the age of
twenty-two (22) years, at his or her request;
(2) Fifty Per Cent (50%) of the then value of the
remaining principal upon the grandchild's attaining the age
of twenty-five (25) years; and
(3) The entire balance of his or her share upon the said
grandchild's attaining the age of twenty-nine (29) years,
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Such rights of withdrawal shall be cumulative, and may be
exerci sed in who 1e or in part, from time to time, after
that right accrues.
ITEM 9: I nominate, const itute, and appoi nt my spouse, BARBARA SHEPLER
DALLAS, as Executrix of my Last Will and Testament, Should my spouse, Barbar'a
Shep 1er Da llas I predecease me, fa i1 to qua 11fy, ceas~ to act, or renounce
probate, I appoint my sons, BRUCE and CHARLES, to be alternate Co-Executors of
this my Last Will and Testament.
ITEM 10: I direct that my hereinbefore named Executrix shall not be
required to give bond for the faithful perfot'mance of her duties in this or any
jurisdiction.
ITEM 11: It is my express desire and request that my Executrix, alternate
Co-Executors, and Trustees, whenever they may need legal advice and assistance
in the settlement of my estate, or in carrying out any of the trusts and
purposes of my Will, shall consult and employ Wm. D. Schrack, III, Esquire, of
Dillsburg, Pennsylvania, he having an intimate knowledge of my affairs and of
my views and wishes in many matters that may arise in the settlement of my
estate. ".-,
I have hereunto set my hand and seal this
day of ~~t' ,1986.
(] f~~ f!. fuja-v
CHARLES C. DALLAS
The precedinginstrur.:ent, consisting of this and three (3) other
typewritten pages, was on the day and date thereof signed, sealed, published,
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and declared by CHARLES C, DALLAS, t.he Testator herein named, as llnd for his
Last Will and Testament, in the presence of us, who, at his request, In his
presence, and in the presence of euch other, have subscr ibed our names as
w,~..". A"e?' ~ OF
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OF 1&:',(li~A<-f I (-Itt / r; () / f
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COMMONWEALTH OF PENNSYLVANIA
SS,
COUNTY OF YORK
SWORN TO AND SU~~IB.E.~.
BE~E ME TH,Ists!(~/DAY
c:;r.. . · '98',
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, the Testator and the witnesses,
respe y, signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament, and
that he signed willingly, and that he executed it as his free and voluntary act
for the purposes there i n expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witnesses, and that to
the best of their knowledge, the Testator was at the time eighteen (18) years
of age or older, or sound mind, and under no constraint or undue influence,
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and
. JA . MILLER. NOrARY PUBliC
DIUIIURO BOROUOH, YORK COUNTY
IIY COIIMISSION EXPIRES OCTOBER 2S. 1016
lI.mIIlH. P'nr.lyl~nIQ AllO(lllIon olllnl1.l"
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OI.'l'IrIOATIOH or )lOTIOI mIDI. RUL.II..(.~
.... of D.a.a.nt,
Date of D.ath,
Istat. .0.
To the Register:
I oertifY that notice of benefioial interest required by Rule
5,6(a) of the Orphan's Court Rules was served on or mailed to the
following benefioiaries of the above-captioned ostate on Deoember
27, 1994.
OllARLI8 o. DALLAS, Sr.
12/10/94
21-14-10'2
liAU Address
Bruoe g, Dallas 4937 Carlisle Pike
Mechanicsburg PA 17055
Charles c. Dallas, Jr. 243 Gatos street
Philadelphia PA 19127
Barbara Dallas Palmer 120 Woodland Road
Fredl'ioksburg VA 22401
Notioe has now been given to all persons entitled thereto under
Rule 5.6(a) exoept DQnI.
Datel/~b~~
LJ----
WM, D. SCHRACK, III, ESQUIRE
124 West Harrrpprg street
P.O. Box 310 m ~ :J:Jl
Dillsburg, p:~1170n (~~
(717) 432-97~':I~) !:! ~rQ.
Counsel for P'rs'onaF ~ ri
Representativ6';:. ~ Q,~l~
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NOTIOE or BENErICIAL INTEREST IN ESTATE
PENNSYLVANIA ORPHAN'S COURT RULE 5.6
BEFORE THE REGISTER OF WILIJS OF CUMBERLAND COUNTY, PENNSYLVANIA
In reI
THE ESTATE or CHARLES O. DALLAS, SR.
DATE or D~ATHI 12/10/94
BSTATE NO. 21-94-1062
TOI Bruoe g, Dallas
4937 Carliale Pike
Meohaniosburg, PA 17055
Charles C, Dallas, Jr,
243 Gates Street
Philadelphia, PA 19127
Barbara Dallas Palmer
120 Woodland Road
Fredrioksburg, VA 22401
Please take note of the death of the deoedent and the grant of
Letters Testamentary to the personal representatives named below,
You have a beneficial interest in the estate, as follows:
You have been designated as a reoipient of a one-third (1/3)
interest in the residue of your fathers I s estate in aooordanoe
with Item 4 of h~s Will (a oopy of which is attaohed), whioh
was aooepted for probate by the Register of wills of
Cumberland County on Deoember 20, 1994.
Name of t.he deoedentl Charles C. Dallas, Sr,
Last known address: 4935 Carlisle pike
Mechaniosburg, PA 1'7055
Date of Death: December if 1994
Plaoe of Death: 4935 carl~~e p~e ~~
Mechanics~rg, diA ~1!P5
, - rom
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County of Grant of Cumberlancl\ coun~ ,
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0.riginal letters: penneyl varg,a ',~
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BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17120-0601
Septamber 13. 1995
WILLIAM D SCIIRACK III ESQ
124 W IIARRISBURG S1'
PO BOll 310
DILLSBURG PA 17019-0310
Dear Mr, Schrack I
Rei Estate of Chnr1es C, Da1l~s
rile No.1 2194-1062
This is in response to your request for an extension to file.
the Inheritunce Tllx Return for the above-referenced eutate.
In accordance with Section 9136(d) of the Inheritance and
Eatato 1'ax Act of 1995, the timn for fiunll the return is extended for
an nddi'Cional period of nix (6) months, This extenaion will avoid the
imposition of a pennlty for fnilure to make a t.ime1y return. However,
it doos not prevent interent from aocruing on any tax remaining unpaid
after the delinquent dute,'
Tho return must he filed with the Register of Willa on or
before March 11, 1996. Bocaune Section 9136(d) of the 1995 Act allows
for only ono extra period of eix (6) months, no additional
extension( d) will be IIranted thnt would exceed the maximum time
permitted.
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~!,! /) )'1:~t'{.,{Jtlr.r:
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()lin C, Murphy, Ch / (; ,
t nheritance Tax Divistp[1)
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WM. D. SCHRACK, III
, ATTORNEYAru,w'
124 W. IIAMMISlIllMlI SrMf:t.l
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March 2, 1995'
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Mary C.' Lewis
Register of wills
CUmberland County Court House
carlisle, PA 17013
"
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rUe 'I
l'A rUe 'I
Date of Deathl
Char1e. C. Da11.., Sr.
lttU-OlOU
21114-1012
Deoember 10, 1"4
oear Ms. Lewis:
You wHl find enolosed herewith oheok U013, drawn against the
aooount of the Estato of Charles C. Dallas, Sr., payable to the
order of "Register of wills - Agent", for the Slum of $50,000.00.
The check is remitted as payment on aooount of transfer inheritanoe
tax liability in the above-noted estate, .
Kindly aooept the payment, and return the appropriate reoeipt
to me for my reoords, Thank you for your attention to this
request.
Ginoerely,
--
WM, 0, SCHRACR, III
WDS/j s9
eno,
. CCI' Bruce S. Dallas
Oharles C. Dallas, Jr,
Bridget M ,Whi tl~y, Esquire
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IN R~l ESTATE OF
CHARLES C. DALLAS, SR.,
DECEASED
IN THE COURT 071' COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION '
NO, 1994-01062
RECEIPT, RELEASE AND REPUNDING AGREEMENT
CONCERNING PARTIAL DISTRIBUTION
THIS AGREEMENT, made this 8th day of JUly, 1996,
WIT N E SSE T H
THE CIRCUMSTANCES leading up to the execution of this
Agreement are as follows:
1. Charles C, Dallas, Sr, (the "Decedent"), a widower, died
testate on December 10, 1994, and Barbara 0, Palmer, Bruce g,
Dallas and Charles C, Dallas, Jr, duly qualified as Co-Executors
(the "Executors") of his probate estate (the "Estate"),
2, Item FOURTH of the Decedent's Last will and Testament,
dated August 18, 1986, as amended by Codicil dated March 9, 1988
. (the "Will"), provides as follows:
ITEM 4: In the event that my beloved spouse
should predecease me, or die on or before the thirtieth
(30th) day following my death, I give, devise and
bequeath my entire residuary estate unto my children,
CHARLES C. DALLAS, JR" BRUCE S, DALLAS, and BARBARA D.
PALMER (WASSON), in equal shares,
Charles C, Dallas, Jr" Bruce S, Dallas and Barbara 0, Palmer
. (Wasson) are hereinafter referred to as the "Beneficiaries,"
3, The Executors are in a position to make a distribution
of cash and other assets to the Beneficiaries, in partial satis-
faction of their rights in the Estate under the Will, and the
Beneficiaries desire the Executors to do so.
4. In consideration of the indemnifications hereinafter
provided, the Executors are willing to make a distribution of
oash and other assets, as more fully desoribed on the Schedule of
Distribution attaohed hereto and inoorporated herein by this
rlferenoe, to eaoh of the Benefioiaries. Suoh partial distribu-
tion is made pending the final settlement of the Deoedent's
Pennsylvania Inheritanoe and Federal Eetate tax liability, and
pending either the approval of the Executors' First and Final
ACClount by the Orphans' Court Division of the Court of Common
Pleas of Cumberland County, Pennsylvania (the "Court"), or a duly
executed agreement of the Beneficiaries to waive a formal ac-
counting by the Court and settle the Estate by agreement.
NOW THEREFORE, in consideration of the foregoing, and
intending to be legally bound, jointly and severally, the Benefi-
oiaries, for themselves, their heirs, successors and assigns
hereby agree as follows:
A. The Beneficiaries eaoh acknowledge reoeipt of the oash
and other assets described on the attaohed Sohedule of
Distribution, in partial satiefaction of their respec-
tive rights in the Estate.
B, To the extent of the aforesaid partial distribution,
the Beneficiaries hereby absolutely and irrevocably
remise, release, quitClaim and forever dischar.ge the
Executors, their successors and assigns, of and from
any and all actions, payments, accounts, reckonings,
liabilities, claims and demands relating in any way to
the Will or the Estate.
C. Th~ Beneficiaries agree to refund on demand all or any
part of the aforesaid partial distribution which has
been determined by the Executors, or by the Court, or
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IN THE MATTER OF THE ESTATE OF I
CHARLES C. DALLAS, SR.,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO, 1994-01062
CITATION TO PIRSONAL aBPRBSBNTATIVI TO RINDIR 11 ACCOUNT
TOI Bruce S, Dallas
By Order of this Court, you are hereby oited and required to
appear before the Judge of this court, at the Courthouse looated
at 1 Courthouse Square, CarliSle, County of Cunlberland,
Commonwealth of Pennsylvania, on 117~ ~
, 1997,
at J.: J()
" m. to then and there render and file with
the Clerk of this Court your verified account showing the amount
of money received and expended by you, the claims filed or
presented against the Estate, giving the name of each olaimant,
the nature of the olaim, when it beoame due or will beoome due,
whether it was allowed or rejected by you, or not yet acted upon,
and all other matters neoessary to show the condition of the
Estate, or to show cause why an attachment should not issue to
compel you to render such account.
witness, the Honorable Harold E, Sheely, President Judge of
tha Court of Common Pleas of Cumberland County, commonwealth of
Dated:
1&-' . J /1 I f!(!
affixed,
,~{.., (ffi-y:/
I.J.
Pennsylvania, with the seal of the Court
IN THE MATTER OF THE ESTATE OF
CHARLES C, DALLAS, SR"
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO, 1994-01062
'ITITION BY CO-II!OUTOR TO CITE EXEOUTOR TO RENDER ACOOUNT
TO THE HONORABLE HAROLD E, SHEELY, PRESIDENT JUDGE OF SAID COURT
The Petition of Barbara D. Palmer (the "Petitioner"), who
resides at 120 Woodland Road, Frederioksburg, Virginia, by and
through her attorneys, Keefer, Wood, Allen and Rahal, respeotful-
ly represents as follows, to wit:
1, Charles C, Dallas, Sr, (the "Decedent"), a widower, died
testate on Deoember 10, 1994, and Barbara D. Palmer, Bruce S,
Dallas and Charles C. Dallas, Jr. duly qualified as Co-Executors
(the "Executors") of his probate estate (the "Estate"),
2, On December 3D, 1996, Bruce S. Dallas unilaterally
distributed cash in the amount of $114,999.98 from the Estate
without the Petitioner's knowledge or consent. A copy of the
ohecks signed by Bruce S, Dallas is attaohed hereto as Exhibit A,
3. Bruce S. Dallas has not rendered to this Court a full
aocount and report of his administration as Exeoutor,
WHEREFORE, Petitioner requests that a citation be issued
direoting Bruoe S. Dallas, within such time as the Court shall
direot, to render a full account and report of his administration
as Exeoutor of the Estate of Charles C. Dallas, Sr" deoeased,
ESTATE OF CHARLES C, CALLAS, SR,
'937 CARLISLE PIKE
MECHANICSBURG, PA 17055
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~ Mellon Bank 1lE0IJLAnON8 ALLOW ONLY 3
V!fI ...... ...., H A'CIIE~CK8 P91A STATEMENT PERlOIl,
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ESTATE OF CHARLES C, CALLAS, SR,
.1137 CARLISLE PIKE
MECHANICSBURG, PA 17033
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ESTATE OF CHARLES C, CALLAS, SR,
'1137 CARLISLE PIKE
MECHANICBBURG, PA 17033
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V!fI .........., ..... CIlECKS PAlDJ!ER STATDU:NT PERIOD,
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rnIlBI1 A
IN THE MATTER OF THE ESTATE OF
CHARLES C. DALLAS, SR"
DECEASED
"
,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1994-01062
CIRTIrIOATI or SIRVIOI
I, Bridget M. Whitley, Esquire, attorney for the Petitioner,
Barbara D. Palmer, hereby certify that I have served a copy of
the citation and the citation to Personal Representative to
Rendor an Account upon the parties interested in this proceeding
by depositing a true and correct copy of the same in the United
States mail, first-class postage prepaid, addressed as follows:
Barbara D. Palmer (Petitioner)
120 Woodland Road
Fredericksburg, VA 22401
~n ~ :0
Bruoe S. Dallas (0 ;rlro
carlisle Pike ~ .. ~ ID n
4937 .. . u:.~, ~~
rl .
Meohanicsburg, PA 17055 (T Gl ,f, n
'I:; ct;
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Charles C, Dallas, Jr. " ;" ',",
."
243 Gates street (', ' ,:.,!J
.~, ,')
Philadelphia, 19127' , :: , '0 ;;,"! ('~l
PA <., .... /ii'
'1)<.: .. g,
William D. J>~'\ .w
Sohraok, III, Esq. -'
P.O. Box 310
Dillsburg, PA 17109-0310
KEEFER, WOOD, ALLEN & RAHAL
By /~~~/I{ .dI~~
Bridget M, Whitley, Esq,;,
. Attorneys for Petitioner
Dated: January 31, 1997
l.AwOtTlrt:
WJI IUklllvnt, III
,
.
.
supported by bank and brokerage statements, were, at various times, delivered to
Petitioner's counsel.
7, Respondent and Co-Executor, Charles C. Dallas, Jr" desired a second partial
distribution which would equalize shares distributed, but Petitioner, for unexplained
reasons, resisied the equalization distribution,
8, On or about December 30, 1996, Respondent, with the agreement of Co.
Executor Charles C. Dallas, Jr" executed a second, partial distribution embodying payments
of cash as follows (see Exhibit "C"):
A. To Petitioner, Barbara D, Palmer $ 26,530.46
8, To Charles C. Dallas, Jr, 20,932,70
C, To Respondent. Bruce S, Dallas 67.536,82
For a Total Second Partial Distribution of $ 114,999,98
9, Subsequent correspondence with Petitioner's counsel produced a claim for
an additional payment of $3,863,04 from the estate account to equalize the distribution,
10, Petitioner's counsel's correspondence, and currently revised spreadsheet are
attached hereto, and marked Exhibit "0",
11. The Receipt and Release Agreement to which Petitioner's counsel refers were
dated February I, 1997, were executed by both Respondent and Co-Executor Charles C,
Dallas, Jf" and returned to Petitioner with the desired payment,
12, The final phase of paragraph 8, of the Release Agreement was modified by
Respondent, and Co-Executor Charles C, Dallas, Jr" to delete the requirement that all
, ,
"
IN RE: ESTATE OF
CHARLES C. DALLAS, SR"
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1994 -01062
RECEIPT, RELEASE AND REFUNDING AGREEMENT
CONCERNING Pl\RTIAl. DISTRIBUTION
THIS AGREEMENT, m~de this 8th day of JUly, 1996,
WIT N E SSE T H
THE C!RCUMSTANrES loading up to the execution of this
Agreement are as follows:
1. CharIeR C. Dallas, Sr, (the "Decedent"), a widower, died
testate on December JO, 1994, and Barbara D. Palmer, Bruce S.
Dallas and Charles C. Dallas, Jr. duly qualified as Co-Executors
(the "Executors") of his probate estate (the "Estate").
2. Item FOURTH of the Decedent's Last will and Testament,
dated August 18, 1986, as amended by Codicil dated March 9, 1988
(the "Will"), provides as follows:
ITEM 4: In the event that my beloved spouse
should predecease met or die on or before the thirtieth
(30th) day fOllowing my death, I give, devise and
bequeath my entire residuary estate unto my children,
CHARLES C. DALLAS, JR., BRUCE S. DALLAS, and BARBARA D,
PALMBR (WASSON), in equal shares.
Charles C. Dallas, Jr./ Bruce S. Dallas and Barbara D. Palmer
(Wasson) are hereinafter referred to as the "Beneficiaries."
3, The Executors are in a position to make a distribution
of cash and other assets to the Beneficiaries, in partial satis-
faction of their rights in the Estate under the Will, and the
Benefioiaries desire the Executors to do so.
EXI11B1'r "B"
"
4. In consideration of the indemnifications hereinafter
provided, the Executors are willing to make n distribution of
oash and other assets, no more fully described on the Schedule of
Distx:ibution attached hereto and incorporated herein by this
reference, to each of the Beneficiaries. Such partial distribu-
tion is made pending the final settlement of the Decedent's
Pennsylvania Inh~ritance and Federal Estate tax liability, and
pending either the approval of the Executors' First and Final
Account by the Orphans' Court Division of the Court of Common
Pleas of Cumberland County, Pennsylvania (the "Court")/ or a duly
executed agreement of the Beneficiaries to waive a formal ac-
counting by the Court and settle the Estate by agreement.
NOW THEREFORE, in consideration of the foregoing, and
intending to be legally bound, jointly and severally, the Benefi-
ciaries, for themselves, their heirs, successors and assigns
hereby agree as follows:
A. The Beneficiaries each acknowledge receipt cf the cash
and other assets described on the attached Schedule of
Distribution, in partial satisfaction of their respec-
tive rights in the Estate.
B. To the extent of tho aforesaid partial distribution,
the Beneficiaries hereby absolutely and irrevocably
remise, release, quitclaim and forever discharge the
Executors, their successors and assigns, of and from
any and all actions, payments/ accounts/ reckonings,
'liabilities, claims and demands relating in any way to
the Will or the Estate.
C, The Beneficiaries agree to refund cn demand all or any
part of the aforesaid partial distribution which has
been determined by the Executors, or by the Court, or
- 2 -
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CONSENT TO RECEIPT, RELEASE
REFUNDING AND INDEMNITY AGREEMENT
CO~.NING PARTIAL DISTRIBUTION
THE. UNDERSIGNED, BARBARA D. PALMER (WASSON) a residuary
Beneficiary of the Estate of Charles c. Dallas, Sr., deceased,
hereby consents to the Receipt, Release, Refunding and Indemnit.y
,Agreement concerning Partial Distribution, a copy of which has
been provided to her. The undersigned also acknowledges receipt
of a partial distribution of cash and other assets, as more
, particularly described in the aforesaid Agreement, including the
Sohedu:e of Distribution.
~cW<AA.Lj., QMA-- (WM.L41v~
ARBARA D. PALMER (WASSON)
COMMONWEALTH OF VIRGINIA
COUNTY OF I{u~ (1W&j'e..
On thi.s, the d~ ~
SS,
day of ~tAf
1996, before me, the
undersigned officer, personally appeared BARBARA D. PALMER
(WASSON) known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument, and acknowl-
edged that she executed the same for the purposes therein con-
tained.
IN WlTNESS WHEREOF, I hereunder set my hand and official
seal,
.....
Id
"
4, In oonsideration of the agreements and indemnifications
hereinafter provided, the Executors are willing to make a distri-
bution of cash, as more fully described on the Schedule of
Distribution attached hereto and incorporated herein by this
reference, to each of tho Beneficiaries. Such partial distribu-
tion is made pending tho filing of an amended Pennsylvania
Inheritance Tax return and a supplemental Federal Estate Tax
Return, and the final settlement of the Decedent's Pennsylvania
Inheritance and Federal Estate tax liability, and pending either
the approval of the Executors' First and Final Account by the
Orphans' Court Division of the Court of Common Pleas of
Cumberland county, pennsylvania (the ~court~), or a duly executed
agreement of the Beneficiaries to waive a formal accounting by
the Court and settle the Estate by agreement.
NOW THEREFORE, in consideration of the foregoing, and
intending to be legally bound, jointly and severally, the Benefi-
ciaries, for themselves, their heirs, successors and assigns
hereby agree as follows:
A, The Beneficiaries agree to reserve the sum of ~lO,OOO
to cover administrative and other expenses of the
Estate. The final settlement agreement of the
Beneficiaries or the Statement of Proposed Distribution
filed with the First and Final Account of the Executors
of the Estate will provide for distribution of the
, funds remaining from this reserve, and any additional
receipts of the Estate, to the Beneficlaries.
B, The Beneficiaries agree to deposit the sum of $30,000
into a joint checking acoount, to be used for taxes,
repairs, maintenance, marketing and other expenses
incur.red in connectJon with the Hampden Township,
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"
cumberland county, pennsylvania real estate to be
oonveyed to them by the personal representative of the
Estata of Barbara S, Dallas, and/or the co-Executors of
the Estate of Charles C. Dallas, Sr., as well as the
adjoining traot conveyed to them by the Trustee Under
the will of Norman B. Shepler, Such expenses shall
also include taxes and other administrative expensos of
the Estate of Barbara S. Dallas, deceased. The manage-
ment of this fund will be governed by the joint venture
agreement entered into by the Beneficiaries,__
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C. The Beneficiarios each acknowledge roceipt of tho cash
in the amounts indicated on the uttached schedule of
Distribution, in partial satisfaction of their respec.
tive rights in the Estate.
D. To the extent of the aforesaid partial distribution,
the Beneficiarieo hereby absolutely and irrevocably
remise, release, quitclaim and forever discharge tho
Executors, their successors and assigns, of and from
any and all actions, payments, accounts, reckonings,
liabilities, claims and demands relatinq in any way to
the Will or the Estate.
E. The Beneficiaries agree to refund on demand all or any
part of the aforesaid partial distribution which has
been determined by the Executors, or by the court, or
by any other court of competent jurisdiction, to have
been improper.ly made.
F. To the extent of the aforesaid partial distribution,
the Beneficiaries hereby agree to indemnify and hold
harmless the Executors, inclUding their successors,
from and against any and all claims, lOBS, liability or
damage (whether or not related to the negligence of the
Executors) which the Executors may suffer, or to which
they 'may be SUbjected, by reason of their administra-
tion of the Estate, including the partial distribution
desoribed above.
G. The Beneficiaries consent to the court exercising
personal jurisdiction over each of them in any suit or
. action arising out of the enforcement of this Agree-
ment.
- 3 -
,
. ,
HtATH L, ALLIN
N. DAVID RAHAL
WILLIAM E. MILLEH, J".
CHARL.ES W, RUaENOAU. II
ROIIIRT L. WEL.DON
EUGENE E. PEPINIKY, JR.
THOMA! E. WOOD
JOHN H. ENOl nt
OARY E. rAE'jCH '
DONNA 1\. WILOON
lI"o\oro"o t>ORRAHCE
JtrnUY I. STOKES
ROIIERT A. CHURCH
BTf:F'HEN l. GROSE
A. SCOn' SHEARER
DONALD lot, L.tW19 IU
BRIDGET M. WHITLEV
KAREN PROTHERO MAY
BRENDA. S. L.YNCH
KEEFER, WOOD, ALLEN & RAHAL
210 WAl.NUT STREET
MAIl.ING AODRESS' p, 0, BOX 11963
HARRISaURG, PA, 17106-1963
lAD No 23-0718136
ESTABLISHED IN 117.
HULL, LEIIY AND MUlOt,.
(,8.3',811111
MtTZGEA, HArEA, HEIr!",
THOMAS AND WOOD
IUUUHD17)
January 30, 1997
WILLIAM H, WOOD
SAMUEl. C. HARRY
or COUNSEl.
rAK (7171 ana'1I01l0
TUEPHONE (717) 258'8000
WAITER',. DIRtCT DIAL!
255-8027.
William D, Schrack, III
P. O. Box 310
Dillsburg, PA 17019-0310
Re: fuitate a_Charles C ,....ll.lIllas. Sr.
Dear Bill:
I trust you received the fax transmission of my spreadsheet,
which I forwarded tc you earlier today. In my fax covsr sheet / I
noted that the bank balance shown on the spreadsheet represented
the balance as of October 3, 1996, after the money market account
at Masland and Barrick had been liquidated but befor.e the $10,000
partnership distribution had been received and depos.i.ted into the
Estate checking account.
lIou were instructed to notify Robert Frey back J.n August
that the partnership interest had been distributed by the Estate
to Barbara and Charles (see enclosed excerpt from my letter of
August 14, 1996/ a copy of whi.ch was sent to you). Had that
notice been given in a timely manner, we wouldn't even be dis-
cussing this issue.
It is clearly wrong, as you have indicated you agree, to
treat the cash distributed by the partnership as part of the
Estate, unless the line cn the spreadsheet indicating a value of
$13/045.50 fcr the "Farm 'Partnership' Cash and D.S, Treasury
investments" is first reduced to $10,000 and the shares of all
three beneficiaries are adjusted, But in any event/ how that
cash distribution is to be treated' is not Bruce's decision to
make alone, There are three Co-Executors, and they all have a
vote on such matters.
Judge Sheely will be holding a hearing on the Petition to
compel an aCdounting on Monday, March 3 at 2:30 p.m. In case
Bruce would like tc settle this matter in advance of the hearing,
I am enClosing a Receipt and Release Agreement and the Joint
Venture Agreement/ both cf which must be signed by Bruoe and
Charles/'accompanied by an Estate check fcr Barbara D. Palmer in
EXHIBIT "D"
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. the amount of $3/863,04/ and reoeived by me in time to withdraw
. the Petition and oancel the hear.ing. I think Barbara is also
entitled to an apology and a promise by Bruoe that he will not
make deoisions regarding estate administration without oonsulting
his Co-Exeoutors (or their duly authorized agents) ,
I look forward to hearing from you soon regarding this
matter.
Vary truly yours,
KEEFER/ WOOO/ ALLEN & RAHAL LLP
By (ii~~ It(, ~
. Bridget M, Whitley
,Enolosures
001 . Barbara ,0, Palmer
91\home\bmw\doo\dall.e\letter
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~harte:s C, Dallas, Sr. Estate. Te!'ta!lYe D~~~n..\llAs~l!Jurl.~,!lnd r L_ I--=--=:
ISlocks, Bonds and Mutual Funds Valued as of 7/5'00 i I 1- I I
~ash Accounts valued as of dale not~L____-=:C=-_,..... I . ---r------ _J. gi
1- '--J--.--.-. ----- _[liruce___.. Charles iBarbara
ir.:;::::';:: M.d1.~ T"""h".ll~.~ =-~ c 1 <>!;ji3:33 -J.__:=J:~.1"6~@:~j
CSh and U,S, Treasu,n: InvllSlments ~,=~i.13'D45'50 ",__~==r-_~,522,75f-~~22'J
f9tocks, Mutual Funds, Bonds andJ:~nJlJ!l~1'F-.,-.L'---T . '("-"---l---~--" . '
~l~n Communications _____ '~l'-' 5,550,00 ____, ..3550,OOi__....._~
~T & T .. _____._____._.,.__6,OO2:.%____'_...i___~,QOO'OO. -,--J
~::::~'::::.W~,::"~;,!k' ..-=:i=::j-:1{~1,&r..::...::.-:::rm;:t;i~::JI.
lQ.auphln Depos~ ,_______L....,_._p 15'211,2S0__F.125 .. 57.\.?50,~..j
~;~;;~eF~:ree P~~~~~,Fund_,__.__,_=_,_.._..,_,_L.~~:~~~,:~l~,'!' .?o~;~~,H~,~,,~~--_.J:J.:~~f.~.1
~~allonal City Corp, (!Q!.~ll..Flnanclal C~~__...,_.._,____......,J..U,~~:Cl.Q.L...:. ,... .., ':.., 5,529,QQ....._5.&2~.,\l91
INLN~n Munl Value Fund --,---.L------.j-.l1&.~7.'l?:O __..,..n!;3,7,?Q ,. "_----:____.:
~~~:I~:~:~: ----..-----'-..~,..' j -=~~~~'1:::! ..~I...~..~~.',,:..~ ,~'J~i:~!-~~~m'~
Unlvers~y of Pl11sburgh Ser AS7 .-...,- 1-' I 1 0,575,60 T16~575-:-6q1--=--.I- ,_..... I
Unsold tan Tble personal properly ,,- '-L-:-.--.-C-TOO-L----.....-]=.-.:..,==f==-T.@
~:::~E.~~~I~;.O'~' ~ _mh~::~d~i;J~- ~oo
ort a e, Bruce and Sylvia Dallas I 3O,314,~~ __I30,314,24I I _,..
E:I~~E ~~:~~~ Accounl (9'30'96)--- ..~:1156'5B9'09T - ~..~'l~:.,t~'::'::~=~~[:-=+=-~
~.!Ss Reserve for real estate taxes and marketlng_.l(~,.Q~o.o.rr=___:.. . .1,..., ..", i.,... ".
Less Reserve for loxes and expenses ,..,_, {10,~.!.~1_. .. ._~_.. __..,
Subtotal of Cash on hand 1j6589,09
Istrlbutlons to Benellclaries
tpro Distributed 7/8/00 -- 562 720,13 155036,55 206,640.67 '201 042.91
ash Distributed to benefiolarles 7/8/00 J. 180,000,00 __. _6Q,OOO.:...OQ f]O,OOO,OO 60 000,00
!Cash to be distributed to Beneficiaries _...J-.l.J~589,09 71 399,86 1p 795,73 25393,50
iotal Dlstrlbutable to BenellC~arle,s ~!, , .. t859J!l9,~ .=: ',~:~~,~'41 ~~'436,!2~~,4\
~'J!''''..!J''; ,.""..i",,,'.ij,;,.~.hjj!": (""' ('0': j!bi!ij"..iOi","'~;;hl'; t, !i1C...."'.f f10~O ....1
's to be divided between Charles and Bar~[!~; .~~:.=[~IPt Is n~~,l!~~l~:~~, TI1~~laru!.i Sh9~~J
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Bruce S, Dallas'
PagEl 2 .
February 20, 1997
either you or Charles have substantial capital 'losse~ that could
be offset against such 'gains, please advise.
,
I ,would appreciate your, prompt attention to this request,
Very truly yours,
KEEFER, WOOD, ALLEN & RAHAL LLP
By
/~'~' ilc1, OH.J~;-
Bridget M. Whitley
,
cc: Barbara D. Palmer
Charles C. Dallas, Jr.
g, \home\bmw\doc\ijallas\letter. 070
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.....,
IN REI ESTATE OF
CHARLES C. DALLAS, SR".
UECEASED
I IN THE COURT OF COMMON PLEAS
I CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
I NO, 1994-01062
RBOIIfT, RILIAIB, RlrUNDING AND IHDIJOIITY AGRIUIHT
CONOIRNING rINAL DISTRIBUTION rROM ISTAT.
THIS AGREEMENT, made this 14th day of Maroh, 1997,
WIT N E SSE T H I
THE CIRCUMSTANCES leadinq up to the exeoution of this
Agreement are as follows:
1, Charles C, Dallas, Sr. (the "Deoedent"), a widower, died
testate on Deoember 10, 1994, and Barbara D. Palmer, Bruoe S.
Dallas and Charles C, Dallas, Jr, duly qualified as Co-Exeoutors
(the "Executors") of his probate estate (the "Estate").
2, Item FOURTH of the Deoedent's Last will and Testament,
dated August la, 1986, as amended by codicil dated Maroh 9, 1988
(the "Will"), provides as follows I
ITEM il In the event that my beloved spouse should
predeoease me, or die on or before the thir.tieth (30th)
day followinq my death, I give, devise and bequeath my
entire residuary estate unto my ohildren, CHARLES C,
DALLAS, JR" BRUCE S, DALLAS, and BARBARA 0, PALMER
(WASSON), in equal shares,
Charles C. Dallas, Jr., Bruoe S. Dallas and Barbara D, Palmer are
hereinafter referred to as the "Benefioiaries,"
3, By Agreement dated July 8, 1996, the Exeoutors have made
a partial distribution of the residue of the Estate, as evidenoed
by the duly exeouted Reoeipt, Release and Refunding Agreement,
which has been filed of reoord in the Offloe of the Register of
t . ,
Wills of CUmberland County, Pennsylvania, and which iI incorporated
herein by referenoe.
4. The Benefioiaries desire that the final distribution of
the Estate be made without the formality of an aooounting in the
Orphans' Court Division of the Cumberland County Court of Common
Pleas (the "Court), and the Executors are willing to make suoh
distribution upon the execution of this Agreelnent.
5, The Beneficiaries desire to forever settle and oompromise
any and all claims and rights \~hich they may possess, now or
hereafter, in the Estate and to confirm their acceptanoe of the
Informal Acoount (the "Aooount"), attached hereto as Exhibit "A"
and inoorporated herein by this reference, and the Sohedule of
Proposed Distribution (the "Schedule"), attached hereto as Exhibit
"B" and incorporated herein by this referenoe. The Benefioiaries
desire that the distributions to them, as set forth on Exhibit "B, II
shall be in full satisfaction of their rights in the Estate.
6. The Beneficiaries wish to release the Exeoutors and to
indemnify ther,l against any and all olaims that may be asserted
against the Estate or the Executors after the date hereof.
7. The Exeoutors are willing to settle the Estate informally
in oonsideration of the indemnifioations and agreements hereinafter
provided by the Benefioiaries,
NOW THEREFORE, in oon~ideration of the foregoing and intending
to be h(;'ally bound hereby, jointly and severally, the
- 2 -
,,' '_'IN~,.,.....~Vdt!hlI'U''''~~I''4'''~''''''''I'I~'''~''l:''''''J
,.-" "::'\/';"1<'" , ",", . ,.,'" t' " I'
, ,
Summary of Account:
Page "
Principal
Reoeipts 2 .$ ~', 031,743 ,19
Net Gain on Sales or Other
Disposition 6 129,626.42
$ 1,161,369.61
Less Disbursements:
Debts of Decedent 18 $ 56,150.51
Funeral Expenses 19 7,422.00
Administration Expenses 20 30,517.82
Federal and State Taxes 31 193,286.76
Fees and Commissions 32 22,345.00. 309,722.09
Balance Before Distributions $ 851,647.52
Distributions to Beneficiaries 33 820,597.43
Principal BalanQe on Hand 36 $ 31,050.09
.a....=......II:I.1::I
For Information:
Investments Made 39
Changes in Investment Holdings 39
Income
Receipts 47 $ 63,628.01
Net Loss on Sales or OtheX'
Dispositions 56 61.74
$ " 63,566..27
Less Disbursements: 57
Balance Before Distributions (, $ 63,566.27
Distributions to Beneficiaries 58 61,779.3Q,
Income Balan~e or Hand 59 1,786.97
Combined Balance on Hand $ 32,837.06
...................
Principal Unpaid Expenses 38 $ 2,850.00
,.
(1)
, ,
Gains and Losses on Sales or ather Dispositions (Continued)
Date Description,
Net Gain
. Net Loss
.09/04/95 Rot of Principal:
'Mortgage given by Bruce and
Syl via Dallas. Face amount
$40,0001 9\'1 25-year term,
beginning 1/1/83
Net Proceeds $ 110,62
Carried at 110,62 .... ..- ,
09/07/95 Sale:
1,500 Shs,
PNC Financial Corporation
Net Proceeds $ 40,646'.87
Inventoried @ 31,410.00 $. 9,236.87 .... _'w
09/15/95 Rot of Principal I
0 Unit
MST Ser 27 PA
Net Proceeds $ 1,276,32
Carried at 1,276.32
\.
10/02/95 Sale:
71,400 Units
EF Hutton Telephone Trust 1st
Net Proceeds $ 175,858,20
Inventoried @ 137,802,00 38,056.20
10/16/95 Ret of Principal:
0 Unit
MST Ser 27 PA
Net Proceeds $ 1,815,36
Carried at 1,815.36 .,11
.... -',",
11/07/95 Collection:
Bell Atlantic Refund
Net Proceeds $ 18,80
Carried at 18,80
. 11/14/95 Collection:
Blue Cross Refund
Net Proceeds $ 34.53
Carried at 34.53
11/15/95 Ret of Principal I ',,'
0 Unit
MST Series 14 PA
Net Proceeds $ 760,24
Carried at 760.24 ...... ...
"
Page 4
(9)
,(
, ,
Gains and Losses on Sales or Other Dispositions (Continued)
Date Desoription Net Gain Net Loss
.,
11/1~/95 Ret of Principal I
0 Unit
MST Ser 23 PA
Net Proceeds $ 1,356.10
Carried at ' ,
1,356.10
11/15/95 Ret of Principal I
0 Unit
MST Ser 27 PA
Net Proceeds $ 1,779.68
Carried at 1,779.68 ....... ..
,
12/20/95 Ret of Principal I
0 Unit
MST Ser 27 PA
Net Proceeds $ 1,541.60
Carried at 1,541.60 ...... .. .. tf""
12/21/95 Exchange I
100 Shs.
Ford Series B Cum, Pfd.
FQr
100 Shs,
Ford Mtr Co Cap Tr I 9~
Net Proceeds $ 2,428,00
Carried at 2,428,00
12/29/95 Capital Gainsl
Nuveen Municipal Value Fund I'
Net Proceeds $ 0,39 '1, ,
Inventoried @ 0,00 $ 0.39 ....... ..
12/29/95 Capital Gainsl
Nuveen Municipal Value Fund
Net Proceeds $ 310.44
Inventoried @ 0.00 310.44
01/03/96 Ret of Principal I
0 Shs,
Equity Income Fd, 2nd Util.
Net Proceeds $ 117.10
Carried at 117.10 ....-..
01/04/96 Redemption:
13 Units
Page 5
(10) ,
, ,
Disbursements of Principal (Continued)
Date Amount
Paid Paid
,
Debts of Decedent " I
West 'Shore Pharmacy
01/02/95 Medicine pharge~ 10/31 to
11/22/94 $ 240.07
Jane Campbell Services
01/02/95 Cleaning services 74.52
Meals on Wheels , .
01/02/95 ,. 12.00
Internal Revenue Service
01/11/95 4th quarter estimated' taxes 2,200.00
Commonwealth of Penna, .
01/12/95 4th quarter estimated taxes 330.00
Messiah Village
01/12/95 Nursing care 1,462.00
A,Z, Ritzman Associates, Inc.
,02/11/95 Medical expense 2,0,5
Karns Prime and Fancy Food
1)2/11/95 247.35
Cumberland Apothecary "
02/12/95 41.28
Holy Spirit Hospital '.1:
03/01/95 Hospi talizat ion 149.89
t'.,
Internal Revenue Service
04/03/95 1994 Fed, Income Tax 276,00
,
r.ommonwealth'of Penna,
04/0,3/95 1994 state income tax 11.00 '
Ralph W, Wire Associates
04/03/95 Tax return preparation 755.00
Total Debts of Decedent .L 56,150.S!
Funel'al Expenses
Rolling Green
12/12/94 Grave Opening $ 655.00
Page 2 (19)
" 'I
Disbursements of Principal (Continued)
Date
Pdg
Adminis~ation Expenses
Penna, American Water company
$
85.11
03/29/96
03/29/96
Kathryn W. Fetrow - Treas.
41. 50
Kathryn W. Fetrow - Treas.
317.7fi
03/29/96 .
04/30/96
Mellon Bank, N.A.
Bank service charge
Lewis B, Buchanan, . Ind.
417..10
4.00
05/01/9.6
PP&L
14.94
05/01/96
Penna, American Water Company
10.51
05/01/96
05/31/96
Mellon Bank, N, A.
Bank service charge
. 4.00
PP&L
06/17/96
32,56
06/17/96
Penna. American Water Co~pany
8.22
Robert E,' Reese
307.4'0
06/17/96
06/28/96
Mellon Bank, N.A,
Bank service charge
Penna, American Water Cqmpany
.13.72
4.00
07/08/96
Kathryn W. Fetrow - Treas.
1,386.50
07/08/96
PP&L
10,77
07/08/96
Page 10
(27)
Amol,lnt
Paid
!.
. ,
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"
, ,
Date
Paid
09/27/96
09/27/96
09/27/96
09/30/96
09/30/96
10/07/96
10/18/96
'10/18/96
10/18/96
10/18/96
10/18/96
10/31/96
.11/04/96
11/04/96
Page 12
Disbursements of Prinoipal
Administration Expens~
PP&L
J, Leon Gilbert
Aet.na Casualty
Aetna Casualty
" '1
Mellon Bank, N,A,
Clint Fishel
House painting
Estate of Barbara S. Dallas
Attorney fee paid to Wm. D,
Sohrack
Robert E, Reese
Mowing
Hartman and Assooiates
Plot sketoh for subdivision
plan
P~nna, American Water Company
PP&L
Mellon Bank, N,A,
Bank servioe charge
Estate of Barbara S, Dallas
Penna, Inheritance Tax paid to
Register of Wills
Estate of Barbara S, Dallas
Attorney ,fee paid to Wm; D,'
Sohraok
(29)
(Continued)
Amount
paiA.
$
12.44
188.00
,!
889.00
307.40
,
,
4.00
1',300.00
150.00
307.40,
490,00
,
{, '
"
10.!?1
,.
19.72
4,00
.3,154,23
133.00
, ,
'.
Distributions of Principal to 6enefiaiaries (Continued)
Distribution Value
(Continued from previous page)
07/26/96 Dauphin Deposit Corp. $
1,990 shs.
'.' 07/26/96 National City Corp.
152 Shs.
07/29/96 PNC Financial Corporation
1,500 Shs.
07/30/96 PP&L
116 Shs.
08/01/96 Pacific Telesis
200 Shs.
12/30/96 Cash
02/01/97 Cash
Total Distributions of Principal to Beneficiaries
,..
, '
,.
I,'
,.
,
I!
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'I?age 3
. (35)
~7,461.2S
5,529.00
45,187.50
2,653.50
6,675.00
5,932.70
1,863.04 $
$
274,436..41
I:I.I:I...IIOI..IU.IIIII......
820,597,43
, :
,.
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, ,
Principal Salance on Hand
Par
Val ue
Bonds, Debentures, T-bills
0'
University of Pittsburgh'
Higher: Ed. Set" AS7, 8%, 6/1/01"
No. of
. Shares Stocks
0 AT&T
0 Airtouch Communications
0 American Water Works
0 CoreStates Financial Corp.
'0 Dauphin Depos i t Corp.
,.
0 Hershey Foods Corp.
0 National' City Corp.
,. 0 PNC Financial corporation'
,0 PP&L
0 Paci.fic Telesis
Checking/Savings Accounts
Mellon Bank
~,l Property
South Middletown Township Farm.
property partnership
, .
"
Mortgages
Mortgage given by Bruce and
Sylvia Dallas. Face amount
$40,000; 9%; 25"year term,
beginning 1/1/83 '
,
, ,
page , 1
(36)
"
,.
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',(
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Inventory
,Value
~,
0.00
0.00
o.po
0.00
0.00
0.00
0.00
0.00 '
0.00
,0.00 '
0.00
3;1.,0$0,09
0.00
, 'i'
'.
0.00
I,
Date
03/14/97
,',
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Page
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t.' .,{ ,I' f
Unpaid Principal
Attorney Fees
Keefer I Wood, Allen & Rahal
Attorney fees for preparation
of Estate Settlement
and FY 1996 and 1997
returns.
Total Attorney Fees
Agreement
tax
Total Unpaid Principal Expenses
"
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,
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,.
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Amount
...,
"
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'I: .1) 2,850.'00
, I' $ 2,a.so.06
$ 2,850.00
QDa&:laaaatla",_===
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11/30/95
12/10/94
07/15/96
12/10/94
07/24/96
12/10/94
07/26/9f>
12/10/94
07/26/96
08/12/96
12/10/94
07/26/96
08/12/96,
Information Schedules - Principal
Investments Made
Delaware Tax-Free PA Fund A
Class
39.0790 Units
Total Principal Investment
Changee in Investment Holdings
Univereity of Pitteburgh
Higher Ed. ~er AS7, 8%, 6/1/01
10,000 Par Rec'd.
(10,000) Par Distributed
To
Bruce S. Dallas
================
A'l'&'l'
100
(100)
She. Rec'd.
She. Dietributed
To
Charles C. Dallas, Jr.
=======~====u=~=
Airtouch Communications
200 She. Rec'd.
(200) Shs, Distributed
To
Charles C. Dallas,
=========~======
American Water
400
(200)
Worke
Shs.
She.
Rec'd.
Distributed
To
Charles C. Dallas,
On Hand
Dietribut.ed
To
Barbara D. Palmer
200
(200)
She.
Shs.
=========u======
CoreStates Financial Corp.
. 480 She. Rec ' d.
(240) She. Distributed
To
Charles C. Dallas,
240 She. On Hand
(240) Shs. Distributed
Page 1
(39)
,$
, $
~
332.56
a::l:l:l=====II:I======
332.56
10,750.00
(10,750.00)
====:s==========
$
Jr.
Jr.
4,906..00
(4,906.00)
r======ccc:::=====
$
5,312.00
(5,312.00)
===============
$
10,276.00
(5,B8.00l
$
5,138.00
(5,138.00)
=====c=========
$' 12,062.40
(6,031.20)
Jr.
$ 6,031.20
(6,031.20)
"
Information Schedules - Principal (Continued)
Changee in Investment Holding~
(Continued from previous page)
To
Barbara D. Palmer
Cost
==1:11:1::1:1:==========
1:1 =n:lI:u:= ==:a= = 1:1 I:l iii: 1:1
12/10/94 Dauphin Deposit Corp.
3,990 Shs. Rec'd.
07/26/96 (1,990) Shs. Distributed
To
Charles C. Dallas, Jr.
2,000 Sho. On Hand
08/12/96 (2,000) Shs. Dietributed
To
Barbara D. Palmer
================
Equity Income Fd, 2nd Util.
12/10/94 10 She. Rec'd.
01/03/96 0 Shs. Return of Principal
10 Shs. On Hand
OS/28/96 0 Shs. Return of Principal
10 Shs. On Hand
07/12/96 (10) Shs. Sold
cc==accca::::a:======
$ 92,528.10
(46,148.10)
$ 46,380.00
(46,380.00)
===============
$
$
$
5,027.90
(117.10)
4,910.80
(107.90)
4,802.90
(4,802.90)
===c===========
12/10/94
06/17/96
06/18/96
Financial Trust
1,188
118
~,306
o
33,489.72
0.00
33,489.72
Corpora t ion
Shs. Rec'd.
Shs. Stock Dividend
She. On Hand
She. Collected
Caeh redemption of fractional
share received as stock
dividend
She. On Hand
She. Sold
$
$
$
0.00
33,489.72
(33,489.72)
1,306
07/11/96 (1,306 )
===============~
Ford Mtr Co Cap
12/21/95 100
01/11/96 0
100
04/01/96 0
100
OS/29/96 0
=============::1=
Tr I 9%
Shs. Rec'd. -as Exchange
For
Ford Series B Cum. Pfd.
Return of Principal
On Hand
Return of Principal
On Hand
Adjusted
$
2,428.00
She.
She.
Shs.
Shs.
She.
$
$
(17.99)
2,410.01
(56.25)
2,353.76
Page 2
(40)
".
. Information Schedules - Principal (Continued)
Changes in Investment Holdings
Morgan Stanley Group 8. 25\'
Pfd.
'~
12/10/94
07/11/96
100
(100)
Shs . Rec ' d .
Shs. Sold
$
2,413.00,
(2,413.00)
L=======C======U
lSaaa=====cClUlQ==
~ational City Corp. Financial
05/06/96 152 Shs. Merger with Integra $ 0.00
Corp. S
152 Shs. On Hand 0.00
05/06/96 152 Shs. Rec'd. as Exchange 6,032.88
For
Integra Financial Corporation
304 Shs. On Hand $ 6,032.88
07/26/96 (152) Shs. Distribut.ed (3,016.44)
To
Charles C. Dallas, Jr.
152 Shs. On Hand $ 3,016.44
08/12/96 (152) Shs. Dietributed (3,016.44)
To
Barbara D. Palmer
===============~ ==Cl============
PNC Financial cO!1?oration
12/10/94 6,798 Shs. Rec'd. $ 142,350.12
09/07/95 (1,500) Shs. Sold (31,410.00)
5,298 Shs. On Hand $ 110,940.12
07/11/96 (2,298) Shs. Sold (48,120.12)
3,000 Shs. On Hand $ 62,820.00
07/29/96 (1,500) Shs. Dietributed (31,410.00)
To
Charlee C. Dallas, Jr.
1,500 Shs. On Hand $ 31,410.00
08/12/96 (1,500) Shs. Dietributed (31,410.00)
To
Barbara D. Palmer
================ ===========:====
PP&L
12/10/94 232 Shs. Rec'd. $ 4,530.96
07/30/96 (116) Shs. Dietributed (2,265.48)
To
Charles C. Dallas, Jr.
116 Shs. On Hand $ 2,265.48
08/12/96 (116) Shs. Distributed (2,265.48)
To
Barbara D. Palmer
=====~===a'====== =:U~~===========
. Page 4
(42)
~
, ,
$. 5,800.00
(5,800.00)
,
..llIaa 1::11:;"; 1::1 a_Ill a.a
$ 3,718.00
(3,718.00)
aZla=====aa===ca:
1980 Chrysler
12/10/94 Rec'd. $ 400.00
01/28/95 Sold (400.00)
1::I1lI1:l=C1=u::aoa:laQA=C1a
Tang!ble personal property
12/10/94 Rec'd. $ 17,353.13
02/20/95 Sold
Sale of clocks (205.00)
On Hand $ 17,148.13
06/09/95 Sold
Proceeds of salee by
Veronique's Antiques (300.00)
On Hand $ 16,848.13
07/19/95 Sold
Conestoga Auction Proceeds (4 , 943.35)
On Hand $ 11,904.78
07/19/95 Sold
Conestoga Auction Proceeds (5,625.78)
On Hand $ 6,279.00
07/19/95 Sold
Sale of tables (150.00)
On Hand $- 6,129.00
08/24/95 Sold
Proceeds of sale of Coin
collection by Steinmetz $ (4,762.00)
On Hand 1,367.00
02/2'0/96 Sold
Proceeds of sale of guns by
Conestoga $ (1,026.00)
On Hand 341.00
06/19/96 Sold
Proceeds of salee by
Veronique's Antiques (340.00)
On Hand $ 1.06
07/08/96 Distributed (1.00)
Page '5
(43)
, ,
Information Schedules - Principal (Continued)
Changes in Inveetment Holdings
(Continued from previoue page)
To
Barbara D. .Palmer
Cost
~,
..aCUllllmIllQlCIll:la.a....
South Middletown Townehip Farm
'E!'oper.ty partnership.
12/10/94
07/08/96
Rec'd.
Distributed
To
Barbara D. Palmer
On Hand
Distributed
To
Charles C. Dallas, Jr.
$
130,000,00
(65,000.00)
07/08/96
$
65,000.00
(65,000,00)
::1=1:1=1:1====1::1===:::1=
Mortgage given by Bruce and
Sylvia Dallas. Face amount
$40,000; 9%; 25-year term,
12/10/94 beginning 1/1/83 $
Rec'd. 31,056.71
01/11/95 Return of Principal (98.29)
On Hand $ 30,958.42
01/30/95 Return of Principal (106.68)
On Hand $ 30,851.74
02/28/95 Return of Principal (99.86)
On Hand $ 30,751.88
04/06/95 Return of principal (100.62)
On Hand $ 30,651.26
06/26/95 Return of Principal (124.06)
On Hand $ 30,527.20
08/01/95. Return of Principal (102.34)
On Hand $ 30,424.86
09/04/95 Return of Principal (110.62)
On Hand $ 30,314.24
07/08/96 Distributed (30,314.24)
To
Bruce S. Dallas
===ru::l=====aut.:la=
12/10/94
07/08/96
Demand Note payable by Bruce
and Sylvia Dallae. Original
amount $25,000; $13,000
forgiven
Rec'd.
Distributed
$
12,000.00
(12,000.00)
Page 6
(44)
, ,
Information Schedules - Principal (Continued)
Changes in Investment Holdings
(Continued from previous page)
To
Bruce S. Dallae
Coet
allll:l===CU::U::III&1I:1CaC
Demand Note payable from
Barbara D. Palmer
12/10/94
07/08/96
$
Rec'd.
Dist.ributed
To
Barbara D. Palmer
5,000.00
(5,000.00)
1::;U:::I====a====c:==:s
ACM Government Income Fund
12/10/94 1,000 Unit/il Rec'd.
07/11/% (1,000) Units Sold
======~=========
Delaware Tax-Free PA Fund A
Class
12/10/94 6,589.5490 Units Rec'd.
11/30/95 39.0790 Units Purchased
6,628.6280 Units On Hand
07/16/96 (6,628.6280)Units Distributed
'ro
Bruce S. Dallas
==============c=
MST Ser 23 PA
12/10/94 10 Units Rec'd.
11/15/95 0 Unit Return of Principal
10 Units On Hand
08/01/96 (10) Units Redeemed
================
MST Ser 27 PA
12/10/94 16 Units Rec'd.
08/15/95 0 Unit Return of Principal
16 Units On Hand
09/15/95 0 Unit Return of Principal
16 Units On Hand
10/16/95 0 Unit Return of Principal
16 Units On Hand
11/:l.5/95 0 Unit Return of Principal
16 Units On Hand
12/20/95 0 Unit Return of Principal
16 Units On Hand
07/11/96 (16) Units Sold
================
$ 9,340.00
(9,340.00)
,I:I==============:;=
$
$
53,441.24
332.56
53,773.80
(53,773.80)
CI:::I=============
$
$
2,897.40
(1,356.10)
1,541.30
(1,541.30)
===============
$
$
$
$
$
$
9,518.56
(858.24)
8,660.32
(1,276.32)
7,384.00
(1,815.36)
5,568.64
(1,779.68)
3,788.96
(1,541.60)
2,247.36
(2,247.36)
====nu=========
Page 7
(45)
. ,I': I. (.',. . .,'(: ;1"
,. j' ,~r~iJI)I~\., il~J1,'~','"",;"" ,. i ,,',
'.11.""
,
I,,"""
, ,
Information Schedules - principal (Continued)
.Changes in Investment Holdinge
MST Series 14 PA
12/10/94 13 Unite Rec'c;I.
07/15/95 0 Unit Return of Principal'
13 Units On Hand
11/15/95 0 unit Return of Principal
13 Units On Hand
01/04/96 (13) Unite Redeemed
===============a
Nuveen Municipal Value Fund
12/10/94 3,900 Units Rec'd.
12/29/95 0 Unit Capital Gains
3,900 Unite On Hand
12/29/95 0 Unit Capital Gains
3,900 Unite On Hand
07/15/96 (3,900) Unite Distributed
To
Bruce S. Dallae
==u:;======== =====
12/10/94
07/11/96
Van Kampen Merritt Municipal
Income Trust Fund
1,000 Unite Rec'd.
(1,000) Unite Sold
============Q===
12/10/94
10/02/95
EF Hutton Telephone Trust 1st
71,400 Units Rec'd.
(71,400) Units Sold
=========~======
12/10/94
07/08/96
Frey, Philips, Davie, Dallas,
Zimmerman and Dixon
1 Unit
(0.5000)Units
07/08/96
0.5000 Units
(0.5000)Units
Rec'd.
Distributed
To
Barbara D. Palmer
On Hand
Dif;ltributed
To '
Charles C. Dallas,
Jr.
================
Page 8
(46)
$
$
$
".,'.~~.
I"'
If
I.
fo,
r:
I
3,690.31 I
(1,778.66) ,
1,911.65'\
(760.24) I
1,151.41 !
(1,151.41)
Cost
aC$I::I1I::II::==========
$ 35,724.00
0.00
$ 35,724.00
0.00
$35,724.00
(35, '724.00)
========am=====
$
9,880.00
(9,880.00)
_=1:1I1:1I=======:::===
$
137,802.00
(137,802.00)
IIU::ICla:l=======Cll===
$
11,256.47
(5,628.24)
$
5,628,23
(5,628.23)
I:n:II:::I::: =1::1=1:11:::1 ===c==
, ,
Receipts of Income
University of Pittsburgh
Hi her Ed. Ser A8? 8t 6 1 01
06 01 95 Interest on 10,OQO Par $ 400.00
12/01/95 400,00
06/03/96 --' 400,00 $ 1,200.00
AT&T .
.02/01/95 Dividerld on - 100 She, $, 33.00
05/01/95 ' 33,00
08/01/95 33.00
10/04/95 19,03
11/01/95 33.00
02/01/96 33.00
05/01/96 33,00
08/01/96 Dividend on 0 Shs, 33.00 250.03
American Water Works
05/15/95 Dividend on 400 Shs. $ 128,00
08/15/95 128.00
11/15/95 128.00
02/15/96 140.00
05/15/96 140,00
08/15/96 Dividend on 0 Shs, 105,00 ' 769,00
CoreStates Financial Corp.
01/01/95 Dividend on 480 She. $ 163.:20
04/01/95 163.20
07/03/95 163.20
10/02/95 163.20
01/02/96 201.60
04/01/96 201.60
07/01/96 201..&Q 1,257.60
Dauphin Deposit Corp.
01/13/95 Dividend on 3,990 Shs. $ 997.50
04/14/95 997.50
07/14/95 997,50
10/13/95 997.50
01/12/96 1,057.35
04/12/96 1,057.35
07/19/96 1,137.15 7,241.85 .
EQuit) Income Fd. 2nd UtH. 10 ' s~s. $ 27,00
12/25 94 Dividend on .
01/25/95 27.10
02/25/95 27,10
03/25/95 27.20
04/10/95 27.,30
05/13/95 26.90
Page 1
(47)
, "
Receipts of Income (Ccmtinued)
(Continued from previous page)
OS/25/95 $ 27,30
06/26/95 27,40
07/25/95 27,30
08/25/95 27,40
09/25/95 27,40
10/25/95 27,40
. 11/27/95 27,40
12/26/95 27,40
01/25/96 26,90
02/26/96 27,00
03/25/96 27.10
04/25/96 27.20
OS/28/96 26.20
06/25/96 26.20
07/25/96 Dividend on 0 ' Shs, 26.10 $ "568.30
Financial Trust Corporation
02/10/95 Dividend on 1,188 Shs. $ 273.24
05/10/95 273.24
08/10/95 .273.24
11/10/95 297.00
02/12/96 297.00
05/10/96 297.00 1,710.72
.
Ford Series B Cum. Pfd.
03/01/95 Dividend on ,100 Shs. $ 51,56
06/01/95 51.56
09/06/95 51. 56
12/07/95 51.56 206.24
General Motors Pref. B
01/03/95 Divid9nd on 200 Shs" $ 114.06
05/01/95 114,,06 228.12
Hershey Foods Corp.
12/15/94 Dividend on 200 shs. $ 65.00
03/13/95 65.00.
06/15/95 65.00
09/15/95 72.00
12/15/95 72.00
03/15/96 72.00
06/14/96 72,00 483.00
Integra Financial CorporatiQ!!...
03/01/95 Dividend on 152 Shs. $ 68.40
06/01/95 76.00
09/01/95 76.00
12/01/95 76.00
Page ,2
(48)
, ,
Receipte of Income (Continued)
(Continued from previous page)
07/03/95 "
10/02/95
01/02/96
04/01/96
07/01/96
$
Pacific Telesis
02/01/95 Dividend on 200 Sha,. $
04/11/95
08/01/95
11/01/95
02/01/96
05/01/96
08/01/96
UGI Corporation
01/01/95 Dividend on 200 Shs. $,
04/01/95
07/03/95
10/02/95
01/02/96 , ,
04/01/96
07/01/96
Mellon Bank
12/30/94 Over-credit on deposit of' i' I:'
12/30/94 ~,
01/31/95 Interest
02/28/95 IntereRt
03/31/95 Interest
04/28/95 Interest
05/31/95 Interest
06/30/95 Interest ' ,. ,I I
..
07/31/95 Int.erest , "
08/31/95 Interest ...
09/29/95 Interest
10/31/95 ' Interest ,. '
11/30/95 Interest
12/29/95 Interest
01/31/96 Interest I'
02/29/96 Interest' ,
"
03/29/96 Interest
04/30/96 Int.erest
05/31/96 Interest "
06/28/96 Interest
07/31/96 Interest
08/30/96. Interest
09/30/96 Interest
"
"
, Page 4
(50)
, ,
9f> . 86
96.86
96.86 '
96.86
91;i.86 $
678.02
109.00
109,00
109.CO
109.00
109.00
'109.00
63.00
71 7.00
69.00
69.00
70.00
70.00
70.00
70.00
71.00
489:00,
0.40
112.28
92.24
19.82
85.49
151,84'
108.04 '
112.27
126.87
, 96.82
35.41
32.03
29.54
30.65
20.08
20.25
, 35.21
22.63
19.92
22.42
18~36
21.,42
, I (Continued)
Receipts of Income
(Continued from previous page) .,
10/31/96 Interest $ 158,95
11/29/96 Interest 192,02
12/31/96 Intereot 211. 04
01/31/97 Interest 104.18 $ 1,.880.18
Mellon Bank Checking Acct. No.
182-272-6327
12/21/94 Int.ereet ~, 119,15
Less Accrued Portion (77.11)
12/31/94 Intereet 18,13 60.17
PNC Checking account No.
5140014458
04/04/95 December 1994 thru April 1995 $ '495.51
Less Accrued Portion (12.07) 483.44
Capital Reservee Money Market
Fund
01/2~/95 Dividend $ 96.92
02/02/95 Dividend 44.56
02/20/95 Dividend 80; 59
03/20/95 Dividend 125.87
04/20/95 Dividend " 27.08
06/01/95 Dividend 1. 52
07/03/95 Dividend 26.10
08/01/95 Dividend 34.35
09/01/95 Dividend 49.47
10/02/95 Dividend 54.80
11/01/95 Dividend 519.34
12/01/95 Dividend 797.24
01/02/96 Dividend 840,74
01/23/96 Interest 0.30
02/01/96 Dividend 847.91
03/01/96 Dividend 776,94
04/01/96 Dividend 807.66
05/01/96 Dividend 684.99
06/03/96 Dividend 709,44
07/01/96 Dividend 699,,60
08/01/96 Dividend 769,07
09/03/96 Dividend 531.16
10/01/96 Dividend 520.19
11/01/96 Dividend 35.18
11/20/96 Intereet 0,01
12/02/96 Dividend 0.11 9,081.14
Meridian Account #8338272406
04/14/95 Earned 12/94 thru4/14 $ 2f>.15
LesS' Accrued Portion (10~72) 15.43
Page 5
(51)
I,
, .
Reoeipts of Inoome (Continued)
Mortgage given by Bruce and
. Sylvia Dallas. Faoe amount
$40,000; 9%; 2s-year term,
bc7in?ing 1/1/83
01 11 95 Intereet $ 237,39
01/30/95 Intereet ;a29.00
02/28/95 Interest .23!5. 82
04/16/95 Intereet 235,06
06/26/95 Intereet 21'1.62
08/01/95 Intereet 233.34
09/04/95 Interest :2 2 5. 06 $
ACM Government Income Fund
12/23/94 Dividend on 1,000 '" Units $ 91.~5
01/13/95 91.25
02/03/95 91. 25
03/30/95 75,00
03/31/95 75,00
05/12/95 75,00
06/16/95 75.00
07/14/95 75,00
08/18/95 ' .. 75,00
09/15/95 75,00
10/20/95 75.00
11/24/95 75.00
12/22/95 " 75.00
01/19/96 , 7!5.00
02/16/96 " \ 75,00
03/22/96 . , , .75,00
04/19/96 " , 75.00
.,
OS/24/96 ': ' " 75,00
,.
06/21/96 75.00
07/19/96 Dividend , 0' U it 75,00
on ~.
Delaware Tax-Free PA Fund A
Claes
12/30/94 Dividend on
01/31/95
02/28/95
03/31/95
04/28/95
05/31/95
06/30/95
07/31/95
08/31/95
0.9/28/95
09/29/95 Dividend on
10/31/95 Dividend on
11/30/95 Dividend on
,
6,589.~490 units $
276;56
281.06
253.50
~74.23
262,31
270,78
259.12
266.35
266.28
238.78
17,00
263,44
255.90
6,618.0430 'Units'
6,620.0670 units
f>,651.1700 Units
Page 6
(52)
1,607.29
,.
1,548.75
"
Page 7
(53)
;~'i
'. Reoeipts of Income (Continued)
(Continued from previous page)
03/15/96 $ 11. 52
04/,15/96 11. 52
05/1.5/96 12.00
06/17/96 12.00
07/11/96 102.88
07/15/96 Interest on 0 Unit 12.32 $
MST Series 14 PA
12/15/94 Interest on 13 Units $ 187.20
06/15/95 160.94 .
09/15/95 81.64
12/15/95 75.27
Nuvecn Municipal Value Fund
12/30/94 Interest on '3,900
02/01/95
03/01/95
04/03/95
05/01/95
06/01/!.:5
07/03/95
08/01/95
09/01/95
10/02/95
11/01/95
12/01/95
12/29/95
02/01/96
03/01/96
04/01/96
05/01/96
06/03/96
07/01/96
Units $
326.82
214.50
214.50
214.50
,214.50
214.50
214.50
204.75
204.75
204.75
204.75
204.75,
204.75
204.75
196.95
136 . 95
196.95
196 . 95
196.95
Van Kampen Merritt Municipal
Income Trust Fund
12/30/94 Dividend on .1,000
01/31/95
02/28/95
03/15/95
04/28/95
05/31/95
06/30/95
07/31/95
08/31/95
09/29/95
10/31/95
11/30/95
Units $
70.00
70.00
70.00
70.00
70.00
7Q,OO
70.00
70.00
70.00
65;00
65.00
65.00
Page 8
(54)
902.72
505.05
4,031,82
Receipts of Income (Continued)
(Continued from previous page)
, 12/29/95
01/31/96
02/29/96
03/29/9Ei
04/30/96
05/31/96
06/28/96
, ,
65'.00
65.00
'65.00
60.00
60,00
60.00
60,00 $
$
l-c260.00
EF Hutton Telephone Trust 1st
12/15/94 Interest on 71,400 '
. 01/16/95
02/15/95
03/15/95 (statement miesing)
04/15/95 . ,
05/15/95
06/15/95
07/17/95
08/15/95
09/15/95
10/16/95. Interest on 0
Units $
488.38,
488,38
491.23
44L 23
491.23
494.09
494.09
494 0 09
.494.09
494 0 09
494 0 09
5,364.99
~3,628.01
Unit
Total Receipts of Income
$,
1:!~===IaIU:::UU==Cla=a
,
..
. ,.
" I
. ,
I., ,I I,
'."
,.
,
"
I." '
"',,
,.
\ " ,,,
" , ,
,
, ,
"
.. \
, , ,
"
, "j.
" , "
, "
"
"
(55)
',,1
'.
"
"
Page !l
I. 'II
Distributions of Inoome to Beneficiaries
Distribution Value
Barbara Do Palmer
12/30/96 Cash
02/01/9'1 Cash
Bruce S. Dallas
07/16/96 Delaware Tax-Free PA Fund A
Clase
330,2680 Units
12/30/96 Cash
02/01/97 Cash
Charles C. Dallas , Jr.
12/30/96 Cash
02/01/97 Cash
$ 2,711. 75
10,000.00
2,000.00
'$ ~O,OOO.OO
2,000...QQ
Total Dietributions to Beneficiaries
12/31/95
Transfere to Principal
Distribution of Income to Principal
From:
Mellon Bank
TOI
Mellon Bank
Transfer income cash to
principal cash $
Total Transfers To Principal
Total Dietributiona of Income to BeneHciaries
Page 1
(58)
23,067.55
$
$
$
12,000.00
14,711. 75
12,000.00
38,711.75
23,067.55
23,067.55
61,779.30
aClCl==CQaa======
" " Information Schedules Income
-
Investments Made Cost
Kemper U.S. Mortga~e Fund $ 30.72
01/19/95 4.5990 S s.
02/15/95 4.5600 Shs. 30,92
03/16/95 4.5040 She. 31.12
04/19/95 '4.5260 Shs. 31.32,
05/18/95 4.4710 Shs. 31.52
06/16/95 4.4410 She. 33..71 '
07/18/95 4.5010 Shs. 31,91
08/17/95 4.4890 Shs. I' 31,38
09/18/95 4.4400 shs. " 31,57
10/31/95 4,4360 Sha. 31.76
11/16/95 4.4560 Shs. 31,95
12/18/95 4.4900 Shs. 32.14
01/18/96 4.4360 Shs. " 32,34
"
02/16/96 4.5180 Shs. 32;53
03/14/96 4.6680 She. 32.72
04/17/96 4.7300 Shs. 32.92
05/16/96 4.8010 Shs. 33.13
06/13/96 4.8940 Shs. 33.33
07/18/96 4.8620 Shs. 33.54
"
Delaware Tax-Free PA Fund A ,
'I
Class ,.
09/28/95 28.4940 Units 238.78.
09/29/95 2 . 0240 Units " 17.00
10/31/95 31.1030 Units 263.44
1i/30/95 30.0710 Units , I 255.90
' ,
12/30/95 31,0760 Units t; I 265.08
. 01/31/96 31. 4390 Units , . 269.12
02/29/96 29.6970 Units 251. 24 '
03/29/96 32.8110 Units " ,,, " 272.66
04/30/96 31.9500 Units ,,' 263,59 .
05/31/96 32.9700 Units 270.6a
06/28/96 31.5420 Units ,I. 260.22,
07/16/96 17.0910 Units 140.66
Total Income Investments $, 3,376.90
, " ..11............
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Page . 1
(60)
, , " (Continued)
Information Schedules - Income
Changes in Investment Holdinge Cost
01/19/95 Kemper U.S. Mortgage Fund $
4,5990 Shs. Purchased 30.72
02/15/95 4.5600 Shs. purchaeed 30.92
03/16/95 4.5040 Shs. purchased 31.12,
04/19/95 4.5260 Shs. Purchased 31.32
OS/18/~5 4.4710 Shs. Purchased 31.52
06/16/95 4.4410 Shs. Purchased 31.71
07/18/95 4.5010 Shs. Purohased 31.91
08/17/95 4.4890 Shs. purchased 31. 38
09/18/95 4.4400 Shs. Purchased 31. 57
, 10/31/95 4.4360 Shs. Purchased 31.76
] 1/16/95 4.4560 Shs. Purchased 31.95
12/18/95 4.4900 She. Purchased 32.14
01/18/96 4.4360 Shs. Purchased 32.34
02/16/96 4.5180 Shs. Purchased 32.53
03/14/96 4.6680 Shs. Purchased 32.72
04/17/96 4.7300 Shs. Purchased 32.92
05/16/96 4.8010 Shs. Purchased 33.13
06/13/96 4.8940 Sha. Purchased 33.33
07/10/96 4.8620 Shs. Purchased 33.54
86.8220 Shs. On Hand $ 608.53
08/02/96 (86.8220)Shs. Sold (608.53)
=C=====E2C1C====== aaamaal::l====I:l===
Delaware Tax-Free PA Fund A
Claes
09/28/95 28.4940 Units Purchased $ 238.78
09/29/95 2.0240 Units Purchased 17.00
10/31/95 31.1030 Units Purchased 263.44
11/30/95 30.0710 Units Purchased ' 255.90
12/30/95 31.0760 Units Purchased. 265.08
01/31/96 31.4390 Units Purchased 269.12
02/29/96 29.6970 Units Purchased 251,24
03/29/96 32.8110 Unite Purchased 272.66
04/30/96 31.9500 Units Purchased 263.59
05/31/96 '32.9700 Units Purchased 270.68
06/28/96 31. 5420 Units Purchased 260.22
0'1/16/96 17.0910 Units Purchased 14 0.66
330.2680 Units On Hand $ 2,768.37
07/16/96 (330.2680) Units Distributed (2,768.37)
To
Bruce S. Dallae
==al:l&:la==ZUU:;t===== aaCl:IllIl:laClaD===alll
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(61)
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~ummary of Acoount
Page
Prinoipal .
Reoeipts
Sales or Other Disposition
l.ess Dlsbursemants I
Admlniotration Expenses
Balance Before Distributions
Distributions to Benefloiarios 5
Pr incipal Balanco on Hand 6
For Information I
Investments Made 9
Changes in Investmont Holqings 9
.Income
Reco I pts
Sales or Other Dispositions
Less Disbursements I
Balanco Before Distributions
Distributions to Beneficiaries
Inoome Balance on Hand .
Combined Balance on Hand
Principal Unpaid Er.pGise~
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$ 31,050.09
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$ 28,535,15
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$ 28,535.15
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Par,
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Bonds. Debentures, T.billa
Unlveralty of Pittsburgh
Higher Ed..Ser A87, 8~. 6/1/01
o
No. of
Shares Stooks
0 AT&T
0 Alrtouoh Communioatlons
0 " Aml;lrlolln \/ater \/orka
0 Core States Flnanoial Corp.
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'CheokinR/SavinRs Acoounte
,Mellon Bank
Real Property.
South Middletown Township Farm'
propsrty partnership
MortRaRes
Mortgage given by Bruce ahd
Sylvia'Dallee, Face amount
$'10,000; 9~; 25.year term.'
beginning 1/1/83
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Value
$ 0,00
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~
Demand Note payable by Bruoe
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forgivon
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Barbara 0, Palmer
Bond Funds
Delaware Tax-Free PA Fund A
Cloe~
Nuveen Municipal Value Fund
Partnershipa
Frey, Philips, Davis, Dallas,
Zimmerman and Dixon
Total Prinol.plil Balanr.e
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04/09/97
WilliAm Do Schraok, Ill, Esq,
04/09/97
Keefer, Wood, 'Allen lie Rahal
Attorney fees for preparation
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IOBIDULI 0' PROPOSED DISTRIBUTION
Combined Balance on Hand as of 3/14/97
Less adjustment for disbursements made and income
received between 3/15/97 and 4/21/97
Advanoe Distributions by checks dated Deoember 30/
1996 and February 1, 1997
'otal to.be distributed pursuant to this Agreement
$ 32/837.06
-2,359.74
116.589.06
~
P~oposed Distributionl
TOI Keefer, Wood, Allen and Rahal
For preparation of Final Settlement Agreement
and FY 1996 and FY 1997 Fiduciary Income Tax
RAturns
. 2,850.00
TOI William D. Schrack, III, Esq.
For services render to the Estate of Charles
C. Dallas, Sr. and the Estate of Barbara S.
Dallas
6,950.00
TOI Barbara D. Palmer
Check 11178 (dated December 30/ 1996)
Check 11184 (dated February 1/ 1997)
Final distribution of cash
21/530.46
3,863.04
6,892.42
TOI Bruce S. Dallas
Oheck #1180 (dated December 30, 1996) 67,536.82
Check #1186 (dated February 1, 1997) 3,862.99
Final distribution of cash 6,892.48
TOI Charle. C. Dallas, Jr.
Check 11179 (dated December 30/ 1996) 15,932.70
Check #1185 (dated February 1, 1997) 3,863.04
Final distribution of cash 6,892.42
Total W7-,066~'3'l.
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HIATH L,. ALLEN
N. DAVID RAHAL.
WILLIAM I, MtLLIR, "'A.
CHAIUES W. RU.CNOAL!.. II
"011 AT 1... Y.~LOON,
IUGIHE E. PEPINIKY, JA.
THOMA' !, wooo
JOHN H. ENOl III
OM'''' I. '''ENCH
DON.J" '0 WELDON
l"o4orORO DO""ANCI
JI"",I.,. '0 ITOKEI
ROIIIllT ft. CHURCH
In'HIN L. OROIE
ft. &COTT IHIlARIR
DONALD rot. L~WII lit
INIOGIT M. WHITLEY
KARIN ."OTHIRS MAY
IIUNDA .. LYNCH
KEEFER, WOOD, ALLEN & RAHAL
210 WAL.NUT STREET
MAIL.ING ADDRESS. P. 0, SOX 111163
HARRISBURG, PA, 17108.1983
IITAIII.IIHID IN 117a
, HULL, LEIIV AND MUlOER
(1IA3"leel
METZGER, HM'IA, KII'IR,
THOMAI AND WOOD
('lee"1771
IRS No 23.07IeI3!1
January 28, 1997
WILLIAM 1-1. WOOD
SAMUEL C. HAR~Y
0.' COUNIU
,rAX (m) 85&,e080
TUEPHONE (m) U8.eooo
WAIU"'. DIJUCT DIAl.:
255-8027
Hon. Harold E. Sheely
Cumberland County Court of Common Pleas
Court House
Carlisle, PA 17013
ReI Estate of Charles C. Dallas. Sr.. deceased
Dear Judge Sheely I
In accordance with our telephone conversation of January 27,
1997, I am enclosing a copy of the case, MoManus's Estati, 212
Pa. 267 (1905). This case supports the petition of my client,
Barbara D. Palmer, to compel an accounting by the co-executor of
her. father's estate.
I have located an additional citation, In re SnYder's
Estate, 45 Montg. Co. Rep. 26 (1929). The annotation describes
this as a case very similar on its facts to those which prompted
the petition of my client. There, too, the Court granted the
petition to compel an accounting by a co-executor. Our firm's
library does not carry the Montgomery County Reporter, so I am
not able to provide you with a copy of the case itself.
If I can be of further assistance, please contact me.
Very truly yours,
KEEFER, WOOD, ALLEN , RAHAL
By ~(t(. 01Lt, .
Bridget M. Whitley "7
Enclosure
CCI Barbara D. Palmer
9t\home\omw\doc\dallal\letter.066
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it, IllIclllgl'COll W
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IlI'I'Oilltod it, it
Wilholll illl'itir
IlOIlO "0 fol' II
'1IW"lill!( it" 1'01
11I11I1'irll1lll,11I1I
pl11,IIu, is 10110
('01111011 why it
thllll lhllt tho I
tn oOll1l11lt till,
oxoolllol' n1l1l10'
(lHllltO illto tit,
IInd tho OKIIIIII'
WhOlllll'(I\, tho
"hould not not
In I'oflllllng
(lO\ll't 1\'1111 of
tho oXllontol'''
III1"oIA 111 hi"
tllllll, tllll 111'1'0'
hltllllflol'hu 10
thl" \'lUll' lho :
)),,11111'011 Y. \
(212 I'll.
'Y 11I1l1 IIl"1II
I (11I1l0 Hllh-
'HtIHI 1101 10
WOI'(' (1Il11l1-
100XO(lUtOl'H.
11111110 ill 111111
'O(ltllllll..o to
01' ~O, 1I1lll,
ill whioh ho
Itlllll of tho
II tho will of
Jilt Illlt\\'(\(\1I
111\ tho (IIII"
to hlltl IIlIIIII
,) will of Ihll
1I~(IIII1Ht h(ll'
1I(1(11011ll!1ltlll
(II' 1\11 (Jl'(lol'
OOllllt of hill
10 HUIIIII lun)'
tllHtl'illlllill1l
OIIlIIIlH tllllL
1'1.1' 00111111101"
11' H110h (\011\4
'1101' ill jllHLly
lII(11' fol' tho
1110111'1'0,1 ill
,vel' IVlIH 1lI1'<I,
, OKOOIII",IIO
tho CHtll!O of
>1'.' fm' 1I01ll'iy
'10 OX(HlUtlJl'H,
,t 111111 /ll1I<l0
'olvod (11'0(101'
lowlwlhol'ho
'l'ollll'!ly IIIH"
'OI'OfOI'O,I'IISH
he oOlllpolll'tl
'r.
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Mll~IANI.1H'H ESTA'I'g,
m
11105,1 Opllll"" "r thu ('"",I.
lIoflll'o (lIIIlHIIIIl \11'011 Ihlll Ipllllltioll, ii, III 1'1'(Jl'm' fOI' IIIl to HIIY
IllIlt Ihn 1I(1(1ollll\lt'lI I'lIhlllllllO I'(JlIIII\I"'O IlH I'i!-(ht 10 101l01'1I to'"
1lIlIlllllIlll'y nil Iho oHllltll IIf Ihll I\O"lIl1llllll, 1\'11111\ I'tHlllo"lell Iln 10
'\0 hy hili' ohlltll'OIl 1I11l\ 1'(',,11111111')' 10li"IOI'''' I" 10 Ill) oOIlIlI\IJlltlml.
Tholl' l'O'1I1OHt III tlll'lll'JlllI 1'I!II1101l1lhlll 01111 hy Iho 10111'11I11\ onllll'
11111 fOI' tho "l'polloo, It 1\'1111 \l11I'III1"Olllllilll 1111I1 1IIII0IIHllltollt
wilh 1'1'0(1111' I'O"I"ol'l fill' 11,0 IIWlIlOl'Y of Iho IIlHIlIuh hy hl'I'
'ohll<\l'oll 1l11I1 1i(\1I0Ikllll'il'''' HI", IIIIllllot 1111011 t\t 10 1I1111:lI \1111'
lIi,i1l\rnll hOI'IIXOO\ltOI'II, Illlllllfll!l' 1I1lllllllli hilt nllo of Iholll Ollllll
lIXOII\ltOI', IIho joillllll llill oppnllllllt wllh hllll, 1Il1ll1iflllll\y hoollll"O
HIIII Wllll \llIwllllll!( thllt Ihll Hlltl\OlllOlIt of hilI' ollllllllllhn\ll,l 1,11
II0ll\lllltltHI to hlll\ 1l1011I', WIWII, \1(1011 IIIlI pl'ol,"10 "r Llw \\'11\,
tho 1I1'I'Ollllllt 101l1'1I",I, if It l\ill lIot l'lIo\\' hllfol"', Ilmt It hlll\
hooll 1l1l1lhl\1 1I~ oliO of tho OXI'IHILIII'II, it. 1'1'111'01'1.1' 1'1I0n!(IlI'IIJlI
\\'llIlt it folt Lo hOll cI\lI~' \\'hil'h It 0\\,,,,1 to IIIlI clOOI'"~I!llllll,1
whioh IL "",,\11110,1 hy IlIldllli nllt \01,101'" (I'HIIIII10IlIIlI')'. \J1I11'""
ill'"lll~I'"",1 wlLh Iho 110""11111111 I1mt It WOlllllllot 1111 11110 "f hOI'
II X"'llI 1"1''', II 1Ic1 , 111 I'lIlhll"''' \11'011 II,' \"'OllliIlO I" II" 1111, Hho 111111
1I1'pOIIlIIll\ it, It II1I!(hL fol' 1I1l)' !(IIIIII 1'0""011 hlll'l' 1\0,,1I1111l1 to 1I0t
\\'lIhollt 11I1'1LIII!( lIl'llloIlIllIl hllt it "01'1111111,\' 1I11~;ht 1I0L (011111'0
IlOilO 1111 f,,1' tho 1'01111011 llil'l'll ill I ho Idllll' 1Illthl'lIl1"ll Lo it 1'0-
Ip",,,tlll!( II" 1'011111111111111\11, It I~ 11 tl'lI"toollll'"I1~'. lIot 1I pl'il'lIto
1\II\il'ilhll1l, 1I\111 OliO IIf it" 1'01'1'01'1\10 1'"1'1'0"0", Iwo\l'lI Lo Iho
1'"11110, III to 1101. 'IS oxoolllol', 1I11,1, wholl 1I1110011 "" IlIll,h.lI WOI~ll
\'\'lI~OIl why It Hho\ll,1 1'0fll"" III lI11t 01111 hl\\'\lIy hll 1!l11l11ll11'1Il1
tlmll Lhll!. Iho "hlhll'oll "f 11 IOHlillol', 10 \l'hOIl1 ho \l'lIl1l1l1wllllllg
t.. IIoll1l11lt tho 1I11l11illl"tl'l\tloll of hi" 01111110, 111'0 "I'PO>ll!lIIO Iho
l,x,,,,"llll' 1I11111ocl hy hlll1l1ll1\ wl"h 10 111\;0 Iho HoII\Ollll'lIt lit' tho
ll"lalo 11110 tholl' 011'11 10""\'" Thl" i, i,,"1 (ho HIIlIIII lOll 1'01''',
11\11\ the OXIIII1['llIof tho lI[,I'OIlIlIlI.'1I 11d'1I1111\ 1I1111 \1'1111 ho followo"
\l'hOlll.I'l'1' tho HI\II\O 1'''"HOII I" lill'lIl1 10 II tl'lIHt "OIl1['III1Y \l'hy \t;
.;111,,,1,1 1I011l0t 1I11l1Xl'outlll' 01' (1'1111100,
III I'lIflllllll!( to 1'01[1111'0 I.ho 111'1'01100 10 filo 1I11 1I0011l1l\t, tho
0"111'1 \I'll" of Iho Opillloll thllt, II" ho hlll\ 1I111hol'il)' 1111 OliO of
1111' "XI'lIl1IOI'II 10 ['Ill' 1111 of I,ho II "hili of Iho o~llIlo out of tho
a,""I" III IrI" lmll,l" IIllcl 10 11111\'" l\illlrihlllloll 11I1I01l!( Iho IO~II-
""", 11," lIWllllllllt 111111110 1l111111\i1l!( 10 IIHII fill' 1111 IIIJ1,ollllt fl'ol\\
\,;," afll'I'11I1 hll,llhllll Ho\\.II'11 tho 0"11110 hill1Holf, III HlIl'['lIl'lof
'\11' II,,\\, 110,11'111'111"\ I'\'\',hlolll jlllllio of Iho 01'1'111111'""0111'1 l'it"11
11..llal"'lI 1', \\,111111111", HO I'II,.IHO; WooII'H J'I'I''''II,\I~I'II,1l7\'.
I"~:
'.!i'J
.\11',\1,1 \'1' ,~'S ES'J'.I'I'E.
1l1'1Illoll or lhlll'"urt. I:.!I:.! PIl.
hllll lI'i1I~oll'" AI'I"'III, Iii. 1'11. IIi., III tlII'"1I "II"I'~ till' '1111'''11''11
\\'11-1 UH (II Ilw l'll'pu(, of tilt' lld (It olin I'Xt'llll(ol' 111'011 his I'll
,'xUlllllol'" 1111I\ tllol'"llIlo 1111',1' l'I'I'I'O~OIlII'd, BlIL tI'lIl '" 11<11 tl,,,
'1'1II.<lioll '"11"', lI11d 1111, "11.<1'.< 1I11l,,1 1111\'0 110 111'11 !'i 111( oil II. 11'1111\
1111I 1I1'1'1'III1I1L IIS"~ "" 10 "",I' j,<, till" 11< I'X""lIlol' II, I'II~ '''1111111,
l'igilt.'l ll~ ngnillsL ilN l'OPXI'(!ll(ol', wllo O\\'t'_'" i(, llt'l'luill dllli,',>;,
11'111'" II 1I11""I'II',III'lloI'~ ("Slllllll'"II1I',\' 111111 '1"I11iII<'d 11< 01111 of
tllll IIXI'lIl1lol", II~ !'iI(III" II" LIlli 1'01'~01l1l11'011l'lI""111I1tiI'00f II",
.1t1t'1I;,,,,"1 111 11111 "ot.I1I1"","L of liI'l' 1'.<llItll \\'111'11 110 10<.< 1111I1t
tllllso of tlllI 111'1'"11011, rr 1111 (Ilok illlo Id~ 0\\'11 )1111111" lilloI' tI,,,
11.'"111" 111111 111101'1,1' IIxI'ltlllml hi" "UIIXlIlIlIl"I' fl'<lIl1 1111,1' lilli'll..,.
I'lIliulI III tho "ultll'lIH'IIL of 1111I 1'.<11111'. II hll~ 11 !'iI(IIt. III.\\' I"
knll\\' fl'olll Idlll Ihlll. Id" "11I11'III'd"ldl' III'~ 1""'11 "0 '!I~III'III'I(",1
t.hlll. II" 1'1\1'11/111' 'lI'I'''"11II111i1II,1' I'U"I" "1'"11 IL: 111111 It IllIs II
1'11(111 to kllll\\' Ild~ 11,1' 11 dll(l('m, of t1<1I11011l'l. IIfll'I' l"l~sllll( "1'''11
tho'II'"01lllt. of II", "010 "1I'II'III'd"lill" 111 1I00tlll'I' 11'11)' '''11' II 110
1010\\'11 10 11 ''''''llIilll,l' \\'hlll. it. i" II" 1'!l(hL 10 klllll\'. Till' 111"
I'lIiloll "II)'S 111lI! ho IIIIS I'lIir! 1111 of !I/II dollls of 1.110 111I1I0d""I,
IlIId Ih" lIOIII'I. 1111" so I' 011 lid ill till" 1'1'01"',,,IIIIg". 11'11"1,1111'.1'
11II\'0 b(!(lll ftJIlllll ill tho (!OIlII'(J\'lll't;.\' IlotWIH'1l tlll'Stl (,\\'0 tlXt'PII
IlII'" l'ollld 1I0'I'1'l. 11011111:110\\'11 "I'I'dlllll'", IIl1d, if tlH'1'n lx, "111'11,
Lilli 1I1'1'e1111111, i~ 1'1111111'11 10 III'olllolioll 1I1(1I111"II'lllItloll 1'1'0111
Ihlllll. to I," IIIl'Ol'dlld It 11,\' Lholll'I",II,,,,'s I'lIlSllllll( I.IIolI~lIl1lll1111
onlilllll',I' 110111"" of 1iI111g" 1111 10"'011111,111' IIdjllllilllllloll of \\'hlllll
\\'illl,I'oll'd 110111 1110 lIXlllllllol'~,
AIIII, fOI' 111101111'1' 1'1111"011, I hI' 111'1'1'111'11 oIlJ(III, to t11111111 Illlll0llllt.
A l'I'"111111 I. II<"~ 1'01' iL III 11111 \l'lII'1I" III' II" 1'"1111011. "ill ol'dl'I'
tllll! tllll ~1I1111111111,1' "" dlll,\' 1I111'1I1'IISOlllllllllhlll, II 111'01'''1' <10"1"'1'
of 111<1 1'i1 II II 11111 IIIIIJ' I.l IlIlIdll "oll"id,,!'ilil( 1I1I<llllloll'llIg' 1111 jll"!
"IIIIIII~ thllt 1IlII.l' bll 1"'''~lllllll<1 Ilgllill~l. III" "~Ialllalld PIII'liclI'
1III'i.l' "ollsid"l'illg" IIl1d allo\\'IIIi: tho olllilll III' ,1'0111' poLltiolloJ'
{Ol' s'lI'h ''''"II'''I~lIllo11 II~ IIll1h'I' Lho OII"IlIlIl~lalloos ~'Olll' pllli.
tioll"I' I" jllstl.l' ""UII,,,llo I'"",<il''' IIl1d l'olllllJlII""11I1( .I'OUI' 1'011.
tIOl"'I' {ol' Iho oo~I~, l'Ollll~I'1 {I'C~ alII! OXI'''"''I'~ l,xl'ollllCll IlIIlI
illlllll'l'II(1 ill 1I11t! ""0111. ils ~1I1.1 I'XO""101'sldl""
Thol'n is 110 1I1'IIilll ill tllll aIlSII'OI' LbaL tllll Ill'pOllllllL Is 011-
titlodto OIlIlli'OIl""lloll, 1101' IIml II. 11Il~ 1''''UI'I'II<1 "o~l.oi 111111 I~
Ila\,lo (01' oOIlIl~,,1 f"I," to bll 1'111<1 b)' tllo I,"tato, HII"h oosl~ Illll!
""1111""\ f"I's Ill'" 1'01' tho l'oll~idol'lIlll1l1 of II,,, l'01ll'L 1lI111 fOI' Jl~
aIlOIl'IIIIIH' of Ih,,," Oil 1111 IIdjllllll'llllolI of tl,o ""OOllllL of tho
,
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Tilt! (~01l 11111 ti oil (I
10 I'I'I'<<'II! its <'ill;
UClII I It 1!l1I 1l(~(~O\t I
Is "l" II suit oil
I~O\'(:l' (1'1I11I itH ('0
ill Id" IIltll,ls. alllj
to III slli'l',o'L of 11
"''''''"111, III \l'hir,I,
nh~(llllt(l C'0II1ril'1I1
<'illllll f,,1' ,,"n.lllllf
fOl' hllllHl'if fl'OIll I
bllt IIgltlust lIilll
1'111I11,,' "0111'1. to I"
of 1\'0 d"I'",lolll.
lIud III IIIll SIlUlI'
"olll'l. 1Ii1l(ht uot
(~IlUXU(lllt(lI'H nIHll1
..111111I III till' 01'1"
wld"h lis ,,""Xo,,"t
IL UIII,\" ho IIl1o\\''''
"OIllIIlI""loII~. nXI'
dllllllH IIglllllSt t,h,
Ul'oll, This I~ t
Eslat", iufl'll, alII!
tllll 10111'1I",1 "0111'1
'I'h" 111""'110 of I
IIU nl'llm'a,"1 do",
1'1lI's,,,I, 111111 li,n J
Hlli,l o"llI'L du 01'11,.
"1'I'ull"", IIII' with
osllltn of Cal'ujillo
IUgH belnw 1lI11! '"
VOl.. veX1
"
--
I
INHERITANCI! TAX RI!TURN
RESIDeNT DECeDI!NT
cOM~f~UhlWlr,"l~lJWWN'A (TO BE FILI!D IN DUPLICATE
HAAl\IsR8~&.?ffi\Z1.oIo' WITH REGISTER OF WILLS COUNTY COOE
OICEOSNT'lI NAMI(LAST./IRST, ANO MIOOLE INIlIAL) OECEOENT'S COMPLITI AOORESS
Dallas Sr, Charles C 4935 Carlisle Pike
IOCIALIECUHITYNUMSER o AlE 0' OEATH OATEO' BIRTH Mechanic8burg PA
205.09.6321 12/10/94 12/01/10
Co", Cumbsrland
/ APPLICABLEI SURVIVING SPOUSE'S NAME (LAST,/IRST AND MIDDLE INITIALI SOCIAL SECURITY NUMBER
RIV.'IOOEX .(7'~1
IELEPHONE NUMBER
717 432-9733
1. Rill E.lal. Schedult A 1
2. Slockl Ind Bondi (Schedult e) (2)
3. CIo..1y H.1d SlookIPartnerahlp Inl....1 (Schedule C) (3)
4. Mortglgt. Ind NollI R""lvabl. (Schldult D) (4)
&, Cash, Bank Dlpo.h. & Mlsclllan.ou. Paraonal P'Oplrty (Sch. G) (e)
I, Jolnlly Owned P,optrty (Sch.dult F) (e)
7. Tran.I..1 (Schedul. G) (Schedul. L) (7)
I, TOlal GrOll AII,,"(tolal Line. 1.7)
., Funeral Exptn,,", Ad"'nl.l,ativ. Co. I., Mlsc.llaneou.
Exptnl.. (Schedult H)
10. Dlbl., Mortgagt Llabllhlt., Lltn. (Schedult J)
11. Tolal D.ducllon.(total L1ne19 & 10)
12. Nil Valu. of Estll. (Lln. 8 "'nu. Line 10
U. Che,hablt and Gova",menlalll.qUtll. (Schedule J)
14. Nit Valu. Sub 110 T.x (L1n. 12 "~nu. Line 13)
1&. Spoulal T,an.I... (for dallS 01 daalh ah.. 6.30.94)
Sit In'lrucllon. fo, Appllcablt P.rcenlagt on pagt 2.
(lnclud. valu..trom Schedule K or Schedule M.)
II, Amounl 01 Line 14 :~xablt al6% rale
(lnclud. valulS from Schedult K or Schadula M.)
17. Amount 01 Line 14le.oblt al 15% rail
(Includ. valulS from Schedul. K or Schedule M.)
1.. Principal tax due (Add la. trom Line IS, 16 and 17.)
1', Clldhs/Sp POVlrty Prlo, Payments DI.counl
0.00+ 58,132.00 + 2,770.11
20. If Line 19 II rltltllhan Line 16, .nl.. lhe dlfferanca on Line 20, This Illh. OVERPAYMENT.
[II ~ Chtck hef. If you "I IIquHllnll I IIlund of your ov.rpaym.nt.1
21. If Lint 181. grlllll lhan Line 19, .nltllh. dlfferencl on Lint 21. This lI.he TAX DUE,
A, Enl.. lht Inl..tI' on the balanc. dUI on Lint 21A.
8, Enltllhe lotal 01 Lint 21 and 21A on Line 21B. Thl.I. Ih. BALANCE DUE,
Mak. Chtck PaYlbl. to. RllIllt.. 01 Willi, Aglnt
~ ~ IE SURE TO ANSWER ALL QUISTIONS ON PAGE 2 AND TO RECHECK MATH 4 4
~M 0 ptf~. r. I VUXI t "llKn, nc ngtt:tompanyngac U II I'.menl,t 0 . 11o'myknowltdOtlndbell",JlI,trut,
COffectand COfT'IpMI.. decllt. thAI III "'111111' hll betn "porltd IIlrue mark'I\lllut. OI<;II,.llono, pr.parar olMr lhln thl perlOl\Il "pr...ntlllve II biNd ontU InfOfmlUonof
which pr.p.tr., h"l"f knov/ltdgt.
Bruce S Dallas
4937 Carlisle Pike
i1iichariicsbui'" 'pi,""'i 70.55..'...., ....."'...,....
i ! i
K ~ s
I P
. I
fiLl NUMSIR
--oz.-suppllmelll.1 R.lu",
o 41, Ful"rt InllllSl Co~ro"'..
(lor dallS of dtllh Ihor 12.12.82)
[]] I. D.c.d.nl Dltd Tlllall 07. D.c.d,nl Mllnlalned I Living Tru'l
(Anlch co 01 W,II) (Anach I copy 01 Tru.')
ALL CORRESPONDENCE AND CDNFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME COMPLETE MAJL'NQ ADDRESS
Wm D Schrack & Brid at Whitley
1. Orlgl",,1 R.lurn
4, LlrrIt.d E.IIII
!KJ e,
1 I,
D
~
t
!
N
..
622,394.49
11.1,256.00
48,000.00
93 ,196 . 50
102 ,114.00
(9)
88,525.01
(10)
5,078.00
(1&)
0.00 X
(II)
CL
21-1994-1062
YEAR
NUMBE
17055
A~OUNI RECEIVED (SEE INSTRUCTIONS)
R.malndll Rllurn
(tor dillS of dlllh prior 1012-13.82)
F.derll E,lal. TIX Rllurn R.qulrtd
Tolal Number of S.f. Dlpo.h So...
(I) _ 1,057,460.99
(11)
(12)
(13)
(14)
93,603.01
963 ,857.98
963,857.98
:
0.00
963,857.98 X ,06:
57 ,831. 48
~
!
N
(17)
0.00 X .15 :
0.00
InllltSt
(11)
57,831.48
(It)
(20)
60 , 902 . 11
3 ,070.63
(21)
( 2tA)
( ~11)
0.00
0.00
0.00
DAlE
( .ter, fl.
DAlE
P. O. 80X 310 ~
O"1iisburg',' "pi.:'"i 7 o'i ej: o"3io.."..... ."..........
r..m . ( . , '~I
Ii. i.;
, .
, ,
"'"
~
Mr, Bruce Dallas
February 16, 1995
Pa~o 2
. "
,.
,,'
I.
. .
and to the best of my knowledge and believe the statements contained In this
report are true and correct, and that neither the employment to make this appraisal
nor the oompensatlon Is oontlngent upon the value reported, and that In my
.oplnlon, the ESTIMATED MARKET VALUE as of the 14th day of February, 1996 Is:
FIFTY THOUSAND FIVE HUNDRED DOLLARS
$60,600
The property was sppralsed as a whole, ownsd In fee simple title and
unenoumbered, and no opinion as to the marketable status of the title was
oonsldered.
~rd
Kevin V. Anderson, CRB
Broker
President, ERA Anderson Real Estate
KV ~/grb
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SAFE DEPOSIT BOX
INVENTORY
I;OMMONWI,A\lH 0' 'INta"V""l!A,
OI'AUMftU 0' "\lIIH)!
INHlllfAHCI fAIC OIVIIIO"l
om, 210601
.''''''UIO,'' ""::'_..=7=_-=---~_..._---=,,--- !Ioa.. Print or TVpo
MUST IE COMPlETED BY REPRESENIATIVE Of FINANCIAL INSTITUTION WIIERE SAFE DEPOSIT DOX IS lOCATED AND RETURNED TO ABove ADDRESS
COUNTY COOl PILE NUMBIR --asocIAL IICURITY OR OIATH ClAmlCATI NUMBER
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SAFE DEPOSIT BOX INVENTQI!V.__________
----.------..-----.-INSTRUCTiijN-S--. - .. . ,-
---fi-)Ca,h,-~-p.~~i.i~t~i~~ly:uu.'" ,-
(2) Stack.. Lilt In detail every common or proferred cortllleate, warrant or other rlghtl found In box,
Stackl are to be dellgnated by name of company, certlflcato number, dote of certificate, name In
which Itock II reglltered, and numbor of shares and closs 01 Itock.
(") Obllgatlanl of U. S, Governmenll Numbor of Items, date of I~sue, foce value, name. In
which reglltered.
(A) 1I0ndll Designate by name, amount, serial number, or other doslgnatlon.
(5) lIank and Saving. and Loon POllbook.. State noma of doposltar, numbar of book, lost date appearing
In book. name of bank and branch, and balanco,
(6) Jewelry, Coin., Stamp., Manulcrlp", otCI List and doscrlbo os fully as possible,
(7) Deed., Mortgage., Current 10lurance Pollcel or other evldenc.. of Indebtedne"l List and dBlcrlbe 01
fully as poulble,
(I) All other contenll.
,Q
~~ ITEM DIlCIIPTION
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(~'vtj~lL.....Jj:ri(1..t f'J L\~-'5l)/b_~lLl(4'.h~2~~~f:1J&l'..df2&L-jMl"-11t<1'tI\-,t/.'f' .
;.- 2l.xJ..1cu.ill.....-ti04.LL1L0.:2i.LQO_Ji ./.C01L<.J-,-_t!..~l)~ till <l , d '. J. n, "
e It V of perlury that -'he above record II carrect and camplote to the be.t 'of my
l:el 0 ~ (f.-' t fl. t;p
.___ ___._ . _ ~---n.-....--t;hJ"~..- ,,'~.J..c., <.;/'t..t!.-t!1.~)'( -'
IIgnalure Oat. ~. -.L /lIt) )<.{.,(;,:,{ ,
_.___\'MLDL_SOJMa<._1U..EsqUI ra .. . J./ llMi(
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-----_._-~_._._--_.~---_.._--~--_._._-----_._----_._--.
NOTlI U.e '.pelFaf. Ih..,. If nlce..a,v.
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SMITH BARNEY
A MmbtrofTravtlm(J","pj'
,
May 08, 1995
William D. Schrock, III . Esquire
124 West Harrisburg Street
PO 80x 310
Dll1sburg, PA 17019.0310
RE: CHARLES C. DALLAS SR . mATE VALUATION. #724-16414.1-9-410
Dear Attny Schrack:
The date of death valuation you requested 1s listed below, The unit trust
was not priced on December 10th. The two closest business days were Decem-
ber 9th and 16th. I've provided both bids for you,
Should you need further assistance, feel fres to contact me directly. My
telephone N Is (717) 780 1766. Thank you.
Reg~
,~~ie:aA~~lstant
Asst. to Douglas E. Smith
L' ' Financial Consultant
bshb/DES
...... .............. .................
Securl ty Quantity Price Accrued Total Value
Interest
EF Hutton Tele Trust 1st 71,400,00 1.890 406.98 $.US, 352. 9B
Tax Free Exchange HI (Dee 9th)
.. OR ..
EF Hutton TeleTrust 1st 71,400,00 1,970 406.98 $W.06~.9B
Tax Free Exchange HI (Dee 16th)
S~1I1'1 RAnNEY INC. 11 NOllh J'd SIIOO'. 2nd fl., t1",,,,Io"'II.I'A 1'11111.1'111,
1100.231,17011' fAX 717,233,2000
<gni51616g
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Mr; William D. Sohraok, III, Esq.
, August 18, 1995
, page two
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MST M/S Ber 14 PA (13 units) $283.87 per unit
MBT M/S Ber 23 PA (10 units) $289.74 psr unit
MBT ,M/S Ber 27 P" (16 units) $594.91 per unit
Equity Ino. Fd. 2nd util, $502.79
I have been unsuccessful in obtaining informaticn on either the
Plaza Inv. Ltd. or the Oynaproo. corp., but I will keep searohing
and let you know within the week what I find. "
Please oallme if you have any questions.
sinoerely, I?
--f<ob~ ~. -(C..~.
Robin E. Rowe
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HARRISBURG; PENNSVLVANIA
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APPRAISAL ~PORT
of
Adami Road
South Middleton Town.hip
~erland county, PA
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CARL A. Ji'EIIRBHBACB
oertified General Appraiser
,lD 1995 OF
APR lIS 3
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Maroh 30, '1995
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CERTIFICATION OF APPRAISER
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SUMMARY OF IMPORTANT FACTS & CONCLUSIONS . . . . . 'j", . ,7
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ASSUMPTIONS & LIMITING CONDITIONS I I . . . " . . . I 9
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PURPOSE OF APPRAISAL . . . I . I . . . . . I .. . '!, . 1~
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USE OF APPRAISAL \ . . I . . . . . . . . . I I .' t ~ . 11
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PROPERTY RIGHTS APPRAISED . . . . . . . I, I . " . '0 . 11
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OTHER PROPERTY APPRAISED '. . i . . . . . I . I " . I . 12
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~COPE OF APPRAISAL . . . . '. 'I . .. ! . .' I . .' 0 . ,12
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LOCATION " 13
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LEGAL DESCRIPTION , 13
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HISTORY OF OWNERSHIP, . . . I . .. i . I' ,',. i. I . '1'," ., 13
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TAXl!:S & ASSESSMENT " I \ 13
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GENERAL AREA DATA & ANALYSIS . ,. I . . . . . 'f'_i' . .1 ! 14
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NEIGHBORHOOD DATA & ANALYSIS I . I . .' . . . I 1'.,'-.', . ,f '15
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'MARI<ET DATA & TREtlDS . I . . I . . . .' I , . 0 '. . I' . ,15
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PUBLIC UTILITIES . . . . . . . . . .. . .. . . "t . . . . 16
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LAND, DESCRIPTION . . . I . . . ' . ;, ;, . . . I, '" . i . , 16
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IMPROVEMENTS DESCRIPTION . . . . . . .. 'I . . . ." . , ,. 16
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. EASEMENTS II,
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Zoning
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Comparables Sales Map l'
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OIRTII'ICr.TION or APPRAISER
I, Carl 'ehrenbach, cel'tify that, to the hest of my
knowledge and belief:
The statements of fact contained in this report are true
and llorrect.'
The reported analyses, opinions, and conolusions are
lilll~ted only by the reported assumptions and limiting
oonditions, and are my personal unbiased professional
analyses, opinions, and conclusions.
I have no present or prospective interest in the
property that is the subjeot of this report.
I have no personal interest or bias with respeot to the
parties involved.
My compensation is not oontingent upon the reporting of
a predetermined value or direction in value that favors
the cause of the client, the amount of the value
estimate, the attainment of a stipUlated result, or the
ooourrenoe of a subsequent event.
My analyses, opinions, and conolusions were developed,
and this report has been prepared in conformity with the
Uniform Standards of Professional Appraisal Practioe.
I have personally inspected the subject property and no
matters affecting the value have been knowingly withheld
or omitted.
No one provided signifioant professional assistance to
me, unless noted, in the preparation of this report.
This appraisal assignment was not based on a requested
minimum valuation, a specific valuation or the approval
of a loan.
I am ourrently a Certified General Appraiser in
Pennsylvania (G-186-L) and Maryland (4-10012). My
Pennsylvania Real Estate Associate Broker license numbel'
to Aa-04:47~~~.?:.ch
/
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ASSUMPTIONS , LIMITING CONDITIONS
This appraisal report has been made with the followinq
general assumptions and limiting conditions:
This appraisal is to be used in whole, not in part, No part
of it shall be used in conjunction with any other appraisal.
Neither all nor any part of this report shall .be conveyed to
the pUblic, without the written consent of the Appraiser.
Possession of this report, or a copy thereof, does not carry
with' it the right of publication. Nor may it be used for any
purposes by any but the client, without the written consent
of the Appraiser or the client; and in any event, only with
proper qualification.
No responsibility is assumed for the legal description or for
matters of a legal nature. No opinion on the title rendered.
Title is assumed to be qood and marketable, unless otherwise
stated.
The Appraiser has no knowledqe of the existence of
substances, generally known as hazardous wastes or
construction materials, nor the presence of underground
storaqo tanks, on or in the property unless stated in this
report. The Appraiser is not qualified to investigate or
test for such tanks or hazardous substances, nor conditions
or contamination therefrom, which could significantly affect
the value.
This property has been appraised as though free of all liens
and encumbrances, unless otherwise stated.
It has been assumed that the property will be efficiently
managed and properly maintained.
The Appraiser is not required to give further consultation or
to give testimony in Court with reference to this property,
unless arranqements have been previously made.
It is assumed there are no encroachments, zoning violations
or restrictions, existing that would affect the property,
unless otherwise stated.
All permits and licenses are assumed to have been obtained to
be in compliance with federal, state and local laws, codes
and regulations.
It is assumed that there are no hidden or unapparent
conditions of the property that adversely affect value. No
responsibility is assumed for such conditions or for
obtaining enqineering studies to discover them.
9
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PURPOSE OF APPRAISAL
The purpose of this appraisal is to arrive at an estimated
market value of the property rights appraised as of Deoember.
10, 1994, the Effeotive Date. The report prosents the data
and reasoning leading to the value oonclusion.
Market Value * is' detjned as:
Ths most probable price which a propel'ty shOUld bring in a
competitive and open market under all conditions requisite to
a fair sale, the buyer and seller each acting prudently and
knowledgeably, and assuming that the price is not atfected by
undue stimulus. Implicit in this definition is the
consummation ot a sale as ot a speait1ecl date /!nd the passing
of title trom seller to buyer under conditions whereby:
1. Buyer and seller are typically motivated;
2. Both parties are well informsd or well advised, and are
aating in what they consider their best interests;
3. A reasonable time is allowed for exposure .in the open
markst;
4. Payment is made in terms ot cash in U. S. dollars or in
terms ot tinancial arrangements comparable thersto; and
5. The price represents the normal consideration tor the
property sold unaftected by special or creative
financing or sales concessions granted by anyone
associatsd with the sale.
. "Uniform StandardB of ProfeBBionalllppraiBal Praotioe", DBC. 1990.
OSE or APPRAISAL
The use or function of this roport is for utilization in
estate administration.
PROPERTY RIGHTS APPRAISED
The property rights appraised herein is the Fee Simple Estate
whioh includes all of the rights and benefits inherent in
and/or attributable to fee ownerShip. It is -- (1) absolute
ownership unenoumbered by any other interest or estate
subjeot only to the four powers of government.
(1) rh. Dictionary ot Real Estate Appraisal, second edition,
11
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. - - DMA - -
LOCATION
The Subjeot is looated on both sides of T-476, T-477 (Adamo
Rd.) and T-478 in South Middleton Township. It ia about ~
mile east of Walnut Bottom Rd. It lies south of Carlisle
Borough.
LEGAL DESCRIFTION
A copy of the Deed oontaining the legal desoription iu in thG
Addenda.
A copy of the deed plotting is in the Addenda. It 1u not 11
survey but is intended to display the relationship, Llhnpe ahd
size of the property described and for oomparison to tho tAx
map.
HISTORY OF OWNERSHIP
The Ownor of Record (Grantee), prior owner (Grantol.') and dead
referenoes are shown in the preoeding Summary.
There were no sales within the last three years.
TAlES , ASSESSMENT
A 'marked oopy of the tax map is in the Addenda.
Tho Subject is assessed by Cumberland County ao follows I
Map & Parcel Land Building Total
Ma 10-632-1 $ 21,200 $ 2,480 $ 23 G80
TOTAL $ 21,200 $ 2,480 . 23,1I80
The tax rate is dependent upon the municipality and sohool
distriot in which. a property is looated. The published
ourrent (1994-1995) rates follow.
13
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Municipa 1i ty
county
School District
TOTAL MILLS
Millage rate
(per $1,000)
2.5
24.5
131
158,'0000
Taxing Authority and Tax Type
Upon applying the above millage
rate to the total assessed value
we get the total real estate
taxes for the above types of:
$3,741
The State Tax Equalization Board publishes annually, for the
prior year, a Common Level Ratio (CLR) percentage which is
intended to reflect the market value of the property based on
its assessed value. The ratio represents the percentage
differentials between the actual sales price and assessed
value of all properties sold in the county excluding non-arms
length and tax exempt transfers. When the CLR is divided
into the assessed value a market value for tax purposes
results. The most recently published rate is 7.5% for 1993.
Total Assessment
divided by Common Level Ratio
equals Tax Market Value
$23,680
.075 (7.5%)
$315,733
This tax value is not to be construed as the estimated market
value but rather to reflect the basis for property taxation
by the county.
GENERAL AREA DATA & ANALYSIS
The subject is in the Carlisle metro area which is the
western extreme of the Harrisburg-Lebanon-Carlisle MSA
(Metropolitan statistical Area), that includes Dauphin,
Lebanon, Perry and cumberland counties. The center of the
Carlisle Area is Carlisle Borough.
The carlisle area is at the westerly side of Cumberland
County. About 15 miles to the east is the Greater Harrisburg
Area. The municipalities along the western side of the river
(in Cumberland county) are known ae the west Shore and those
lying to the east are known as the East Shore or Harrisburg.
Harrisburg is the state capital and the focus of activity in
the center of Pennsylvania.
14
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The Carlisle area's economy has been strong in relation to
parts of the country due to its diversified economic base.
It serves as the focal point for county government, and three
other county governments are wi thin a 30 mile radius.
The road system includes two four-lane limited aocess roads,
Interstate 81 (reoently rebuilt) and the Pennsylvania
Turnpike. Both go east to the Greater Harrisburg Area. West
of Carlisle 1-81 goes south and the Turnpike goes west to
pittsburgh. Two four-lane roads that go east are Rt.ll
(Harrisburg-carlisle Pike) and Trindle Rd. An area of
intensive trucking operations ie northeast of Carlisle
Borough near the Turnpike Interchange and the I-8l/Rt.l1
Interchange.
Conclusion: The area has shown growth in employment,
residents, new businesses and services in recent years and it
is expected to continue.
NEIGHBORHOOD DATA , ANALYSIS
The farmland is south of the Borough, and east of the Walnut
Bottom Rd. growth corridor. That area has expanded
significantly because of direct access to 1-81 at the heavy
commercial center. Further west on Walnut Bottom Rd. is its
intersection with Allen Rd. near another 1-81 Exit. The
travel time to the more intense commercial area is about five
minutes.
Northeast near the intersection of Rockledge and Marsh Rds.
are the developments of Greenfield (single family attached)
and Cumberland crossing (retirement community). That area is
served by public water and sewer. These utilities do not
extend to the Subject. Several farm~ (all or portions) near
the SUbject are offered for sale but do not have pUblic sewer
and water immediately available.
In summary, the nearby area has grown rapidly with
residential subdivisions and related schools and commercial,
retail and medical faoilitiee -- it is expected to continue
to grow.
MARKET DATA , TRENDS
The market data and trends are analyzed in the Highest alld
Best Analysis and in the approaches to value.
ZONING
The area is zoned A ( Agricultural).
This is a
.'
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olassifioation under the South Middleton Township zoning
ordinanoe whioh permits most agrJ.cultural aotivities and
single family detached dwellings. The lot minimum size is
100,000 square feet (2.296 acres) and a minimum width of 200
for a looal road and 250 feet for a colleotor road.
A zoning ohange, .if possible, to low (R-l) or medium (R-2)
density housing probably would neoessitate tIle installation
of pUblic sewer and water to the sUbdivided lots. PUblio
sewer is no,t planned for the immediate area. Any public
sewer or water to the Subject would likely be at the
developer's expense from the vicinity of Rockledge and Marsh
Rds.
PUBLIC UTILITIES
public utilities available at the site arB electric and gas;
LAND DESCRIPTION
The Subject contains about 236 gross acres aocording to a
plotting of the deed oalls. The various deeds have about
241, the tax records show 232 and the plotting adjusted for
adverses is about 236 acres. The road right-of-ways have not
been deduoted. For purposes of this valuation the
'differences are not significant.
No survey was found for examination. Because there was no
survey, the deed calls were plotted in order to see the shape
and oheck the size of the property described.
It is an irregular shaped parcel with substantial on-grade
frontage on three paved roads T-476, T-477 and T-478. The
land is open and relatively level with a gentl", sloping
toward the northeast. Depth to bedrock varies and oould
affeot the cost to install site improvements (speoifiqally -
pUblio water, sewer, other underground utili ties and
stormwater drainage) .
IMPROVEMENTS DESCRIPTION
The improvements 'on the
outbuildings, at T-476
oontributory value.
Subj ect are an old barn and
and T-477. They have little
EASEMENTS
No easements were found that adversely affeot value. Typioal
eleotrio utility easements are seen on the property.
16
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- - ANALYSIS OF DATA & CONCLUSIONS - -
HIGHEST AND BEST USE ANALYSIS
Highest and Best Use may be defined as the reasonably
probable and legal use of vacant land or an improved
propel:ty, which is physically possible, appropriately
supported, financially feasible, and that results in the
highest value. (The AP\lreleal of Roel Estate' 10th odlllon.)
USPAP Standards Rule 1-3 (b) recognizes "that land is
appraised as though vacant and available for development to
its highest and best use and that the appraisal of
improvements is based on their actual contribution to the
site."
The highest and best use of both land as though vacant and
property as improved must meet four criteria. They are
considered sequentially. The first two must be reasonably
possible before applying the tests of financial feasibility
and maximal productivity.
. Legally Permissible -- the use must be legal, Le.
permitted under zoning and other municipal, county, state and
federal regUlations.
. Physically Possible -- the use must be physically adaptable
to the site.
· Financially Feasible -- after analyzing supply and demand
the use must be probable and not speculative.
· Maximally Productive -- the use that produces the highest
value for the long-term.
Development of the Subject for very low density residential
lots is permitted and possible on thi.s clear highly usable
site. Public sewer and water are available, however, the
cost to run lines could be too expensive to develop with
those utilities. Road frontage is at grade and substantial
in proportion to the t.otal acreage. The interim use as
farmland is desirable because of the amount of cleared fields
and the productive limestone soils.
Conclusion:
It is my opinion that, as of the Effective Date, the Highest
and Best Use is RS residential development land.
VALUATION PROCESS
The valuation process is an orderly program lJy which the
18
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problem is
problem is
Classified,
estimate of
defined and the work necessary to solve the
planned. Thereafter, the data is collected,
analyzed, interpreted, and developed into an
value.
Three approaches to value are generally used: Sales
comparison Approach, Cost Approach and Income Capitalization
Approach.
Sales comparison Approaoh - The value indicated by adjustment
of recent transactions of comparable properties in the
market. It is based on the three fold assumption that:
. There is a market for a particular property.
. Both buyer and seller are fully informed about the property
and the state of the market for that type of property.
. That the property would be exposed on the open market for
a reasonable time.
Under this procedure, similar properties for which pertinent
sales and/or rental data are available are utilized. These
sales are then analyzed for factors such as time of sale,
condition, location, motivating forces, if any, etc.,
resulting in an adjusted sale price. The adjusted sales
price is reduced to a common denominator such as rate per
acre or rate per dwelling unit/lot.
cost Approach - The current cost of reproducing or replacing
a property lese loss of value from physical deterioration,
and functional and external obsolescence (accrued
depreciation). To that is added land value and
entrepreneurial profit.
Income capitalization Approach - It is that procedure in an
appraisal analysis which converts anticipated benefits to be
derived from the ownership of property into a value estimate.
The income approach is widely applied to income producing
properties. In one method the anticipated future income
streams and the reversion are discounted to present worth
through the capitalization process after deductions for
applicable expensee. Another is the direct capitalization of
the net income.
All three approaches are considered but are not necessarily
applioable to all appraisals and, when not used, a detailed
explanation is appropriate.
19
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,.....
After adjustment on the grid the price per acre ranged from
$4,776 to $4,917. The final rate selected was $4,800/acro
that when multiplied by the total gross acreage is $1,132,800
Therefore, the indicated Market Value by the Sales Comparison
Approach is:
Say
$1, DO,OOO
REASONABLE HARRETING PERIOD
There have been no in depth studies in the southcent.ral
pennsylvania area which would indicate the marketing period
required to sell any property other than single-family
residential properties. No analysis has been made of
residential developments, commercial or industrial
properties, and therefore, there is no hard data available
which would provide specific marketing periods.
other appraisers, developers and brokers were contacted to
ascertain from their personal experience what marketing
periods can be expected. The reasonable marketing period
represents the best estimate that could be made from the
studies and discussions with those individuals.
Conclusion: The marketing period is estimated to be less than
one year.
RECONCILIA'l'ION
The Indications of Value by the above approaches are:
Sales comparison
Cost
$ 1,130,000
$ N/A
$ N/A
Income capitalization
The Sales comparison Approach is the only indicator of value
used and it reflects the interactions of buyers and sellers.
Accordingly, it is $1,130,000
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ARTICLE VI
A AGRICULTURAL DISTRICT
600 PurDose
The purpose of the Agri cultura 1 Di stri ct is to preserve areas of
prime or productive agricultural capability and encourage the
retent i on and proper use 0 f such land, wh 11e accol1ll\oda t 1 ng 1 i mited
additional uses. in a manner that dOllS not promote an intensity of
development in any location within this District. The priority of
this District is to encourage agricultural and related uses that do
not generate demands for municipal utilities and related services.
601 illn1i.lli.ll.J
(1.) Single-family detached dwellings.
(2.) Agricultural and farm operations including the following:
602
(3. )
Forest reserve, crop farming, milk processing, and
animal housing provided that any kennel, stable, pen or
similar housing or storage of manure and the like is
located not less than thirty feet (30'0") to any side or
rear property line.
Vineyards, orchards, nurseries, gardon crops, and sale
of horticultural or agricu1 tura1 products as long as any
farm stand or simll ar structure is set back at 1 east
thirty feet (30'0") from street line.
Veterinary clinics, riding academies, farm equipment
warehouses and sales, dog kennels.
Agriculture-related activities tied directly to the
. storage, processing, production, and other cotl'lllercia1
farm operations using crop and/or livestock by-products
and/or farm implements.
Accessory structures and uses customarily incidental to a
permitted' use.
(a. )
(b. )
(c. )
(d. )
(1.) .E.lrJn..IiiI:U. defi ned as a retail estab1i shment located on the.
same property as the principal farming operation, and r8latl~
products which are supplementary or compatible with the farm
products may be permitted subject to the following standards:;,
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(2. )
(a. )
(b. )
(c. )
(d. )
(e. )
(f. )
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The principal farming operation on which the farm market
is proposed to be located shall conhin a minimum of
twenty (20) acres.
The farm market bu 11 ding shall be of one story and not
exceed three-thousand square feet (3,000 sq. ft,) of
floor area.
The farm market bUilding shall be set back a minimum of
seventy-five feet (75'0.) from the street right.of.way
and located nO' closer than fifty feet (50'0.) from the
side and rear property lines.
Each application shall be accompanied with a report
listing the products to be sold consistent with the farm
market definition. The Board of Supervisors may permit
the farm market to sell motor fuel provided it is
conclusively demonstrated by the applicant that the sale
of motor fuel wi 11 be a conven i ence to the surroundi ng
area and w1l1 not unduly detract from the agricultural
preservation objectives of this district.
Signs shall be in accordance with Article XVII.
Each app1 ication shall be accompanied with a site plan
indicating parking and circulation arrangements,
proposed landscaping and screening measures, building
location and related features to enable the Township to
evaluate the conditional use in accordance with Article
XX.
Acc~ssorv Aoartment - defined as a secondary dwelling unit
contained within a single-family detached dwelling may be
permitted SUbject to the following standards:
(a.)
(b.)
(c. )
(d. )
The livable floor area of the accessory apartment shall
not exceed seven-hundred twenty square feet (720 sq.
ft.) .
Only one accessory apartment may be permitted within a
sing1e-famlly detached dwell ing.
An accessory apartment may only be permitted and may
only continue in use as long as the principal dwelling
is occupied by the owner of said dwelling.
The lot area for the pri nci pa 1 dwell i ng shall meet the
minimum lot area requirement for the applicable district
where located.
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The exterior architectural character of the principal
dwelling shall not be altered in a manner which departs
from the primary feature of the building as a single-
family detached dwelli ng uni t.
One additional off. street parking space shall be
provided,
The applicant shall submit a plan and supportln.g
documentation to establish compliance with the stanqards
herein in accordance with Article XX.
outdoor recreational facilities and organizations such as
private playgrounds, fishing and hunting clubs, swimming
clubs, golf clubs, tennis courts and similar actiVities
subject to the following conditions.
(e.)
(f.)
(g .)
(a.) That such use shall occupy a lot with an area of not
lllS s than fi ve (5) acres.
That exterior lighting, other than that essential for
the safety and convenience of the users of the premises
shall be prohibited. All exterior lighting shall be
shielded from adjacent properties.
Along all property lines adjacent to a residential use,
screening shall be provided.
A parking and circulation pattern shall be established
to assure that ingresS and egress does not negatively
impact upon adjacent roads and that accessibilitY by
emergency vehicles is provided.
The applicant shall submit a plan and supporting
documentation to establish compliance with the standards
herein in accordance with Article XX.
(4.) Campgrounds, trailer or recreational vehicle camps, subject to
the following conditions:
(b.)
(c. )
(d.)
(e. )
(a. )
Any site shall occupy a lot area of not 1 esS than ten
(10) nor more than fifty (50) acres and no permanent
building shall be erected with'ln one hundred feet
(100'0") of a public road or lot line. In addition. no
lot with a campground, trailer or recreational vehicle
camp shall be located closer than one-half mile from
another lot in such use.
The maximum length of any building shall not exceed one
hundred and fifty feet (150'0"), Distance between
buildings shall not be less than twenty-five feet
(25' 0").
(b. )
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(c.) There shall be a minimulll of two (2) points of ingress
and egress .
All camps shall have a sewage disposal system and water
supply system approved by the State Department of
Environmental Resources, where applicable.
!.IllI2.1e Ooen Soace. All trailer camps shall provide not
less than twenty percent (2~) of the total land area
for usable open space purposes. Usable open space shall
be so located as to be free of traffic hazards and
should, where the topography permits, be centrally
located and easi Iy accessible to a11. campers.
~ot Size and Park Densti:t. Each traller lot shall be a
minimum of fifty feet (50'0") wide and sixty feet
(60' 0") deep, The park dens i ty shall not exceed ten
(10) trailers per gross acre.
S~tback . No tl'ailer, tent, bullding, etc. sha11. be
located closer than fifteen feet (15') to any i nterna 1
street and shall be setback a minimum of fifty feet
(50'0") from any public road.
,
The applicant sha11. submit a plan and supporting
documentation to establish compli~nce with the standards
herein in accordance with Article XX and Section 1604,
Private Schools and Related Educational Facilities and uses
Accessory thereto subject to the fa 11. owi ng condit ions and
Article XX.
(d. )
(e, )
(f. )
(g. )
(h. )
(a, )
Any site shall occupy a lot area of not less than ten
(10) acres.
No bUildings for group housing, feeding or meeting
purposes shall be located closer than fifty (50) feet to
any property line.
(c,) There shall be a minimum distance of fifty (SO) feet
between bUildings.
(b. )
There shall be a minimum of two (2) points of ingress
. and egress, and such points sha11. be directly connected
to a township or state road.
(e.) Coverage for all buildings and permanent parking areas
shall not exceed 35~ of the project lot area.
(d, )
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(I,) ~t area. qjmensions and frontaae standi!&1
(a.) F~onting and accessing a local access or neighborhood
street or road
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Lot Size,..... ",... ...,.,.. .100,000 square feet
Lot Frontage/Lot Width. ....,.., ...., ,... .200 feet
Front yard.....,., t..... .,. I fl" . . . . . t . . . .80 feet
Each Side yard.........................., .30 feet
Rear Yard I , I . . I . . I , . I I I I . I I , t I . I I . t . I . . I , .50 feet
Height (max. permitted)..,.......,.,...., .35 feet
Building Coverage (max, pennitted),,,.....,,.25 r.
Impervious Area (max. including buildings), ..35 r.
Off Street Parking. ,.... .......,.,."....2 spaces
. (b.) Fronting and accessing an existing arterial/ collector
street or road
Lot Size ...,. ,.....,...... ...100,000 square feet
Lot Frontage/Lot Width..,...,..". ..,... .250 feet
Front yard.... II'" """,, t t. I "...... I I .80 feet
Each Side yard.."....., ,...,..., ..."., ,.30 feet
Rear Yard..., t .. " , I . . . , , . . I , If. It. . . , . . . . SO feet
Height (max. permitted)............,......35 feet
Building Coverage (max. permitted),..... ,... .25 r.
Impervious Area (max. inc1udlng buildings).. .35 r.
Off Street Parklng.".....,..,.,.,.......2 spaces
604
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(I). Customary Home Occupatlons in accordance with Section 1610 and
Art 1 c 1 e XX I I I.
(2. )
Accessory farm dwe 111 ngs for persons permanent ly employed on
the fann, and their familles, who receive housing In 11eu of
all or part of their wages from that farm. provlded that:
(a. )
The lot containlng the principal farming operation on
wh 1 ch the acces sory farm dwe lli ng is proposed shall
contain a minimum of twenty (20) acres.
The accessory fann dwelling shall comply with all the
setback requirements of the princlpa1 building and shall
not project nearer to the street on whlch the principal
building fronts than the principal buildlng itself.
(b. )
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Tnx I'nrcel No. 40-IO-003~1
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,,- , MiIol.lr t'tW112~1 doy 01 Jnnl/nry
'9'\ O~IIIl~rttl ';/;,try{ollr (/994),
nTi7'lYlilIN (.. II, I'IlILLlI'S, In,. nnd E. LUCILLE 1'11I1.1.11'8, hl/lbnnd nnd wlfc,
ofOlcklnson Township (mnlllng nddres.\: 93 Enckl Mill Rand, Cnrllsla, Pnnnlylvnnln 17013),
Cumberlnnd Counly.PenOlylvnnln, pnrlles of Ihe IIrllpnrt.
THIS
DEED,
foR '[)t.rtrt/mDtJ
- OfJ,"Y
1'1 1/" y'"r o/ollr /,,,,d 011. tI'lIl1lnmi "Ill'
GrmIlOr!.
allll llOllllltT C;. FIlEY, E8QUlIlIi, nnd L1NIlA I.. STULL, nnd SUSAN It,
ImNRY, with mnlllng nddrm cia SUlnnlt Henry, el nl., TrIIslees, 93 Enck! Mill Rand,
Carllsle.Pennlylvnnhl 17013, Cumberlnnd Counly. Pennsylvnnla, Truslees pUlSunnl 10
Indenlure of Tnlsl doled Janunry 21, 1994, nnd recorded conlempornneously herewith In Ihe
hereinafter nnmed Recorder's Ornce In Miscellnneous Rccord 1J00k . Pnge ,pmles
of Ibe second part.
Grmllus:
IYITNESSIITl/. l/lIIlilll'omltl'/Olillll/l1 One nnd 110/100 '" ($1.00) ... Dallal'.
bl hand paid, lIlt ",..11" \Vllmo! is II,,,'by ockllOll'ltdgtd, ,lit slIld Grmllors do IImby gra'"
alld cOI1V.y 10 Iht said Grllll'tU, Ihclr succelsnrs nnd nsslgns, ns Truslees pnrsuanllc Indenlllre
of Trusl dOled Jnnuary 21. 19941 nnd Inlended 10 be recorded conlempornneously herewith In
Ihe herelnnfter nnmed Recorder's Omce In Mlscellnneous Record Book ,Pnge
AN UNIlIVIDED one.slxlh (1/6) Inleroll In nlllhole IWO cerlnln fnrms wilh tha
Improvementllbereon orected, Ihe 11m of which wnl somellmes designaled "Ilome Parm" nnd
Is sltl/ole flU11Y In Dickinson Township nnd princlpnlly In Soulh Middleton Township, IInd Ihe
seeond 0 which wos sometimes kilown ns the "Lower Form" whlcb Is shnnte In South
Mlddlelon Towl1!blp, bolh In Cumborlnnd County, Pennsylvnnln, bounded nnd described ns
follows:
IllAC'I' NO....! ("IIonlU Form"):
II fiG INNI NG nl n point nllh. sonlhclIslcm comer of Ihls Trncl No. I herein described nl
the dll'ldlng line belwaen Trllcls Nos. I ond2, which pollll nllhe Plnce of Beginning Is In line of
Innd formerly of p, W, Senrighl, Inlcr of Hemminger Drolhers nnd now or fonnerly of Dnnlel L,
Burkholder; Ihence from snld polnl III Ihe Pluce of lJeglnnlng nlong line of sold Innds now or
fomlelly of Donlel C, lJurkholder IInd conllnuing olong IlInds fonnerly of Oeorge Swnmer, Inler
of Edlu Corporllllon, arid now of L. B, Phillips. Jr,. etlll" nnd conlinulng nlong line of Inm!
now or formerly of Dole C, 1I0ker 10 Township Rand 1'.476. known ns Adorns Rond and
crossing snld rood nnd conlinulng nlong Ihe dlvllllng line between Innd now or formerly of
Normnn Rynard nnd line of Innd now or formerly of Denn M, Jones nnd wife described In
Cumberlnnd CounlY Deed Book 23"11"755, Soulh 63 degrees 30 mlrlllles Well 0 dlslnnce of
170,2 perches to 0 poslln line of Innds formerly of John Iloyes, IlIler of Allrert Cohick nnd now
or fOl1l1erly of 81hel Jones: Ihencc by londs now or formerly of snld Ethel Jones, North 32
degrces 30 minules IVeslll tllslnnee aT /14,7 perches to n 1'0.11: Ihenee sill I by Innds rOl1l1erly of
John Hllyel nnd now or fonnerly of Wlllinm II, Horfmnn, North 52 degreel 15 mlnules 8bst n
dlstnnce of 50,2 perches 10 0 pas I In u Illlhllc rand now deslgnoled Township Rond 1',476
known ns Adoms Rand; Ihence by ,snld Al nms Rontlnloug line or Innds formerly of Wllllom S.
Munro nnd Inler or Robert Bilker nnd wife, SOUlh 47 degrees 30 minutes Enst II dlstnnce of 50.3
perches 10 n pOSI: Ihenee sllll olonG line of snid Innds formerly of Wlllinm Munro nnd Inler of
Rob,rt IIn~,er. North 43 degrees 15 mlnules nnll n dislnnce or 94,9 perches 10 II point nl comer
of hinds formerly of Oeorgc L, Melllngor nnd now or formerly or Sylvesler R, Snyder nnd wife:
Ihcnce nlong line of snld IlInd now or formerly of SylvO!ler R, Snydor nnd wife, NOllb 71
degrees 8nst al~lslonce of 33.4 petchcs to n point 01 cOrller of Innds formcrly of Lewis
MocCregor wblch Is Trncl No, 2 harelnnfter described; Ihanee by Iha weSlem line or snld Trnet
No, 2 hereinnfler descrlbetl. Soulh 21 dcgrcc.s 30 mlnules 8nst a dlslnnce or 105.9 perches,
mora or less, 10 Ibe Ploca of BEGINNING,
THE ABOVE.described Tlllel No, I wns formerly known liS "lIome Pnrm" und rrom II
Ihe following IWo (2) Irncls or Innd which lvere previously conveyed should be deducled,
lenvlng 0 nellllra of 112 Acrel, more or leIS, a~chlslve of the rond beds ofTownshlp Road 476,
known as Adnms Rpnd. nnd Townlhlp Rand 1'.477:
a) Trocl of Innd nllhe soulhweSlem corner or Trnel No, I above.described which
WIIS conveyed by pllul L, A, Niesley nnd wife to Denn M, Jonel nnd wife by deed daled Jnne
26, 1969, ond recorded In Ih. hcrclnoflCr nnmed Recorder's Ornee In Deed Book "Ii", Volume
23..P.aac 7SS,Whlch.lrllCt of land conlnlned 1,7878 Acrel, more or less; nnd
, b) T/"'\f Innd conlnining nppro~imnlcly 1,223 Ac:"morc or Ic~~, nl Ihe
northenllern comer of Ihe Inlcnecllon of Township Rond T.476 known n~ Arlnm~ Ilolld with
Town!hlp Rond T.477 which Chnrlc! C, Dnllnl. el nl" hy deed dnled Ocloher I.S, 1974. nnrl
recorrled looe 24, 1975, In Ihe herelnllrter nnmed Recorder'! Ornee In Deed Book "C", Vain me
26. I'nge 885, grnnled nnd cooveyed 10 I1lhel V, Myers n~ Arlmlnlslrnlrl~ of Ihe c~lnle of Ilny R,
Myers, Decenml,
T.RA.Ct.N.l1..2 ("Loller Fnl'ln"):
IIEGINNING nl n POllllllllhe nOlthweslern corner nl Ihi~ Trol'l No, 7. hClcin descrlherl
nllhe rllvi<lIng line helween 'I'rncl~ Nos, Inn" 2, which floinl nlthe fllllce of Beginolng I.' in line
of land formerly of Inflle~ Menn~, Inter of Oeorne I.. Mellinger, nnd now or formorly of
Sylve~ler It Snyder nnd wife; Ihellce fwm ~nld flolllt nl Ihe I'lnee of Beginning nlong IIl1e of
IlIndl formerly of Mr~ Dnolel Crnighe~d, which h Trncl No, I herelnnhove de!crlhed which
Wn~ sOlnelirnel known II~ "lIome I'nrm", Sonth 16 "egre.. I1nsl n dhlnnee of lOS,S flerche~,
moro or leIS, to n 1'0101 In line nf Innd~ formerly of Ilemmlnger Brotherl nnd now or formerly of
Dnnlel (., flurkho'''er; thence IIlong line of lIIid Innd, now or fomlerly of Dilolell.. lIurkholder
nnd continuing nlong 1I0e of Inlllll formerly of I, Fred Wherry IlIld Inler of George Swnrner nnd
now or formerly of 1', Alhrlghl Swnmer, North 69 degree~ 45 mlnule~ En~1 n dl~llInee of 190,2
perches 10 n pOll1tln Towoshlp Rand '1'.,178 known ns Rockledp,e Drive nllnnd~ formerly of 1'1,
Slnnn's helr~ nnd now or formerly of Mnrlill (., Wolf; thence nlong .,old Rocklerlge Drive nnd
!nid Innd~ now or fOlmerly of Mnrtln I.. Wolf, North 09 degree~ 15 minnle~ En~tn dl~lnnee of
8, I perelle! 10 n polnl; Ihence sill I hy snid Rockledge Drive ond Ihe fOlmer .,choollolwhlch II
now or formerll' of Floyd Fnrner, North 2,1 degree< .10 mlonle< We51 n dl,lnnee of 8 flerche~ 10 n
polnl; Ihence SIll by ~nld Roel:ledge Dlive n",1 snid former Ichoollolnow or fonnerly of FJoyd
Fnmer, North 28 degree~ 30 II1ll1ute~ We~1 n dlslnnce of 6, I perche~ 10 n poinl; Ihenee nlong Ihe
norlhern line of ,nld fonner school lot noW or formerly of Floyd Fnnter. North 55 degree~ 30
mioUle! En~t n distnnee of 10J pr.rche~ 10 n polnl In iii'" of Innd, formerly of IV, Stunll'~ hell!
nnd now nr fomlerly of Mnrtin \., Wolfe; thence nlong line of snld Inod.' now or fonnerly of
Mnrtln (., Wolf, Nnrlh 25 degrees '15 ml"'lIe, Enll n di.llnnee of 83,6 perehe~ 10 n poinlln line
of Innd.1 formerly of Chnrle~ Hnm,ey, Inler of Willlnmll. Lifll'ert, nnd now or fOI111erly of lohn
II, Nle~ley; thence nlong line nf ~nld Inlld, now or former y of lohn fl, Nlesley, NOlth 67
degrees 15 mlnules West n di~lnnee of 37,8 perchc' 10 nn Iron pin in Ihe cenler of the pnblie rond
deslgnnled Town.,hip Rand '1'.,178, known ns Rockledge Drive; Ihenee by Ihc cenler of snld
Rockledge Drivr hy Innd~ now or formerly of snld IVllllnm II, Lippen (fonuerly n pnrt of Ihe
~Qme Irncl), Sonlh 22 dcgrce~ OS minule~ \Vc~1 n dislnnce of 25,2 perche,1 10 nn iron pin In Iho
cenlerllne of ~i1ld Rockledge Drive; Ihenee ,Ii II by snid Innd.1 formerly of Lipl,ell nnd now or
formerly nf Dnnlel McDonnld 111Il1 continuing nlons line of Inml~ now or furl11erly of RUlh
lumper, Soulh 78 degrees Wesl n disllulCe of 9'1,7 perches 10 n poinl; Ihence hy line of Innd.1
formerly of Lnnrn Conner, loler of It 1'1, Cnlnmnn, nnd now or formerly knnwn n~ Wenger
Fnnm, nnd conllnuing nloog line of Inodl formerly of Ihe ,nld nenrg" L. Mellinger nnd nnw or
formerly of Sylve~ler R, Snyder nnd ,wife, Soulh 77 degree~ Wesln dl~lnnee of IU5A perches
to n polnl nt the Plnee of II En INNING,
TilE A 1I0V T\.dc<crihed 'I'rncl No, 2 formerly known n~ Ihe "Lower Fnrl11" conlnln~ 120
Mres, more or 1m, e~c1",ling Ihe rondhed Ilf Town~hlp Rond T.477 which Irnven,e~ Troel No,
2 In n geneml Ensllo We~t direclion nnd in nddlllon excluding Ihe rand bed of Town~hip Rand ')'.
4./8 known n~ Rockledge Drive which nbuls or pnslel Ihrough snld Trnel No, 2 in n genernl
North 10 Soulh 'direelion,
TRA CT NO. t nbove.described is Ihe I11njor porllon of Trncl No, I which I'nul L, A,
Nle~ley nnd wife hy deed (hied Inne 23, 1972, nnd recorded lune 26, 1972, In Ihe Ornce of Ihe
Recorder of \)eed~ In nnd for Cnmherlnnd Counly nl Carll,le. Penn~ylvnnin, In Deed flook "R",
Volume 24, I'ngc 478, grnnled nnd conveyed 10 Chnrlel Co Dnlln~, II, Robert Dnvi~, Rny R,
Mycr!, Oeorge F, Dixon, Ir" I, Rlchnrd Zimmermnn, I., fl, I'hiillp~, Ir" nnd Robert M, Frey,
ns cqunllennnl~ In cOl11mon,
TllACT NO.2 nbove.de"cribcd ioclllde< nil of Troel No, 2 which Pnul L. A, Nlcsley
and wife by deed dilled lune 23, 1972. nnd recorded in Ihe nhove.mentioned Recorder'~ Office
In Deed !Jook "R", Volume 2,1, I'nge ,178, gronled nnd conveyed 10 Chnrle~ C, Dnlln~. II,
Robert Davis, Ray R, Myers, Oeorge p, DI~onl Ir" I, Richard Zimmermnn, I., !J, I'hilllps.lr"
nnd Robert M, Frey, n~ equnltennnl~ in common,
TIl" UNDIVIDED one.sevenlh (1/7) interest of Rny R, Myers in Ihe nbove.de~erlbed
IWO IrnelS of Innd wns conveyed by Elhel V, MyeL' ns Admloistrntrix of Ihe e'lnle of Rny R,
Mycrl, Decemd, by deed dilled Oelober 15, 197'1. nnd recorded lune 24, 1975, In snld
Recorder's Ornee In Deed nook "C", Vohlme 26, Pnge 913, 10 Chnrles C, J)alln~, II. Robert
Dnvi~, Oeorge F, Dlwn, Ir" I, Rlchnrd Zimmermnn, L. !J, Phllllp~, Ir" nnd Rohert Frey, thol
vesllng In tho~e ~I~ Grnnleel Ihe entirp fee simple llile 10 the nbove.demibed two Irnels of lund
n~ equnl tennnls In common, wlih Ih~ e~eepllon of Ihe 1.96 ncre nrea which previou~ly
consllioled Ihe lIIeo occupied hy Ihe dweiling hou,e nnd hnrn. elc" on Ihe "Lower Fnm\" which
Pnul L. A, Nle,ley nnd wife hnd conveyed 10 Rohert M, Wickard nnd wife by deed dnled luly 7.
1970, nnd recorded In snld Recorder's Ornce In Deed flook "S", Volume 23.l'oge 120\,
. ,
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THE DARN and dwelling house previously erccled on Ihe above'mentlone~ 1,98 acre
lracl ot 'and wero dCJlroyed by nre and the unimproved Iracl conlalnlng npproxlmalely 1.98
acras ot land WII.' conveyed by Robert M, Wickard and wlte by deed daled August 4, 1977, nnd
recorded Seplember 2,1977, In said Recorder's Dlnce In Deed Book "K', Volume 27. Page 27.
10 Charle. C. DallA!l II, Robert Dnvls, George p, Dixon, lr" 1. Richard Zimmerman, L, D.
Phillips, lr" and Robert M. Prey A! equallenanls In common,
BY VIRTUE of the above menlloned deeds, nn undivided one.slxlh (1/6) Inlerest In
Tracls Nos, land 2 herein described becamc mlcd In L, D. Phllllp~, lr" and he. togelher wllh
hll wlte, E. Lucille Phillips, nre the! Ornntor~ herein, '
TilE WITUlN Oranlors nre Ihc pnrcnls or Ihe within Ornnlee who Is Ihe Trustee tor Ihe
benent or henelt tor lire wllh n remnlnder Inlereslln hcr IWO children who n",lhe grnndchlldren
ot Ihe wllhln Granlors and Iherelore Ihl~ convuynllce Is exempl tram renllY IranKter lases
Imposed by tho Commonweallhol Penn~ylvnnla. by Soulh Mlddlelon Township, nnd Dlcklnson
Township, nnd by Soulh Mlddlelon Town~hlp School Dlslrlcland Carlisle Area School District,
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AND rhl said Grantors hereby covelUlnt alld agree lhar rillY will warralll SPIJCIALLY
rhe property hereby conveyed.
IN WlrN~:SS IY/lERTWP, sold Grantors have hmunto.w Ihelr hands alld stals 1114
day and year /lm above wrlllM,
SI'/ltd, S..,.d, .nd 0,/,,,,"1
In Ih, P,mn" nl
~j,.,. d'7--'
'7"A,;:;' ,
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l.. B, Phillip!, Jr. "
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'/- , Vu.-t'I,t.(C' ,/fr.t{<.1 ,}....", (SEM.)
I!, Luollle Phillips <,.
Slate of Pennsylvania
} ss.
COlln/)'ofCumbuland
Olllllls. rhe 21st day of January, 1994, before me, rhe /i',derslgned officer,
pmollill/y appeared (" B. Phillips, ir" and I!. Lucille PhIlHp!, husband and wife, known 10
me (or satlSfaClorlly proven) 10 be the pmolfJ whoSt namu are subscribed ro Ihe wllll/n
IlfJtnunent, and acknowledgod Ihat they executed tilt same for Ihe purposes therein contained.
IN WITNESS WlTERIWP,1 hercrlllto set my halld and officlol Stal.
(SEAL)
"~U"'LllAl
llIllS'4 IIl1/0,IIOIU't' 'V.llC
CoIlIlllU CUMOlnLl"rou",y "
"'.., eo,",wlhlOll (l~n~'l .i'Jh~ :,., 'tU
..,...-..........-'''!'''..
, I do 'he"by ctrillY Ilrat the prrcl,rc reside lice tllld compler. pOSI offlce nddres" of lire ..
wi/Mnl/amed Granutls 2261 Wnlmll DOllorn Rond, Cnrllsle, Pennsylvnnla 17013.
~'^" -)/1" "'h""{
Allorneyfor '~~
COMMONIVI!ALTII OF PENNSYLVANIrI
COUNTY OF CUMDERLAND
}ss,
RECORDED on tills
day of
A. D, J994. In/he Recorder's office of the said Coun/)' In Dud Dook" ",
~h~e , P~e
Give,' under my hand and seal of the said office, ,he dale above writun.
, Recorder
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QaALUrCJl!nOlfS OF 7:8Jt APPRAISBR -
Rdating to the "Uniform stllndard. oe
prote.eional Apprai.al practic."
(USPAP). Hay 1994 (#qua15.94)
Apprail.rl CARL A. rEBREUlIAClI
90~ S. Georqe st. York, PA 17403 (717/845-6109)
Stat. Appraisal C.rtiticationl
State Csrtitiej Goneral Real Eotate Appraiser
Pennsylvania ~0.GA-166-LI expires June 30, 1995
Maryland No. 4-100121 expirse December 31, 1994
p.nnlylvania Rllal Estats Licensurel
aeal Bltatl A..ociate 6rokor (PA)
B.l..l, Iuc., ~13 piQ. st.,
Phan. 717/~34-8044
(A6-047147-L) (1966)
Barri.burg, PA 17101
Pax 717/233-3958
Prot...ional d.lignationll
Cortitied Real Estate Broksrage Hanagor (ORB) (1989), a designation by
the R.al Estate Brokerago council ot tho Realtors ~ational Marketing
Inltitut. (RNHI).
CertUied commercial Real Estate Apprnioer (CCRA) (1969), a duignation
by the National Association of Real Eotato Appraisers (NAREA).
MAl Candidate in the Appraioal Inotltuto (AI) (1990).
Prof...ional real eetatll organization affiliationsl
National Association of Realtoro (NAR) (trom 1975)
Harrieburg AReooiation ot Realtors (trom 1992)
York County Board of Realtors (YCBR & HLS) (1975-91)
Commercial-Industrial Committse (1966-9)
Appraisal Committee (l966..~)
Chairman of Commercial-Industrial Committee (1990)
National Assooiation of Renl Estate Appraisers (NAREA) (1986-92)
Central pennsylvania Chapter Appraisal Institute (AI) (trom 1990)
Director - Pennsylvar.ia Ksyotone CRB Chapter (NAR, PAR) (1990-2)
Real Estate relatsd work:
Vice Preeident of Holsel, Inc. Roaltors and Appraisers (from 1992) .
Appraiser ot commercinl/industrial/inveetment propertisl (from 1975).
Assistsd in development of computer information Iyetome and
computerized inv.ltm"nt and andYlis torms tor the rill .etAt. IS,
management and apprnieal, and for bUlino3e investment analysil.
Industrial background includlls extenlive experience in manufacture of
industrial equipment and layout of indultrial facilities.
Consultant to various financial firms and venture oapital groups eor
plAnt and operations evaluations (from 1978).
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app~ailaL wo~k and p~opertiel apprailedl
Dauphin Doposit Bank
yo~k Bank
He~shey Bank
Modc!.ian Bank
Banc one Corp.
peoples NAtional Bank
Mutual Savings Bank
D~nvers & Meohanios Bank
PNC Bank
washington county National Bank
Fulton Bank
Resolution trust Corp.
Homestead savings/RtC
waste Recovery, Ino. (MO,NY,NJ)
J Ii J Agd..products
S. Grumbacher Ii Son
Readco Corp.
Residence InnS
Wagman properti~S
Shipley Humble, Inc.
teledyne MoKaY
Hsrdee' s
McDonald's Corp.
schoeneman Beauty Supply
paoe ResouroBS
peoples Drug stores
Dunkin DonutS
pizza Hut
Baer Shoes
super Shoee
warburg, paribad, Beoker (NJ,NY)
york Redevelopment Authority
HBG Redevelopment Authority
city of Harrisburg
city of york
county of Lebanon
County of oauphin
south Hills Mobile Home park
Regent Mobile Home park
starview Mobile Home park
Northwood offioe condominiums
Governor's pLAza complex
3700 office Building
Hampton plains development
Darlington Village development
Msmphord Estates
Hidden Lakes deveLopment
Franklin S~lare development
Diaoom systems (MO)
Mainco, Ino. lcanada, NY)
UniversAL PlastioS
McClarin PlastioS
Blue Mountain Inn
Enterprise Center
colonl,al Country Club
Pal.lllyra Motel
pediatrio Caro, Ino.
Crozer Keystone aealth systsm
Jaoraft medical facilities
Dauphin county Home/Hospital
oakView Nursing Rome
Lebanon steel loundry
Bethlehem steel,
Keystone soneca Wire Oloth
_."l'_L..
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partial lilt of olients of
_ Olients -
Ohemioal Bank (NY,ut)
cCNB BaM
Mellon Bank
1st BaM of pennlylvania
trultOOJ1i! Bank, ohio
ShaW\llut Blink
peoplee Bank of Glen' Rock
Lebanon valley National Bank
Valleybank and trust Co.
continental Bank
HamiLton Bank/corsstates
,Ree, Ino ./RtC 1..101.
lIerlhey orrult
Buohart 1I0rn
QUanta ROIOurces, Ino. (NJ,NY)
American produots, Ino.
stewartstown prof. Csnter
Maitland Brothers
preeton truoking co.
Motoro La cot'\'.
Lanoaeter Newspapers
lint:or
Marriott cot'\'.
Vlluation Researoh Corti.
western ~uto storee
Empire Beauty sohools
weinberg roundation
Borg Warner Corp.
Genoo
KennedY Railroad
pennsylvania state university
.KentuckY rried chicken
II.H. H099, Ino.
tlizabethtOwn college
Metropolitan Edison
_ proplllrtiee .
roxshi~e plaZA
FoX Markets
Village Green Shopping center
Halifax pLaza
woodl Edge Shopping center
'r';/o GuYs P lua
Frederick Chevrolet
york Barbell
continental scale Co, (11.)
Branch Electric (MP ,'111)
Greyhound terminal
Motor Truck Equipment
colonial shoe Mfg.
~eider shoe Manufacturing
Avis 1I0mes
Apex 1I0mell
cadbUry Schweppe. Warehoue.
rarmbrook Business C.ntor
Lower Allen Distribution
J. C. audcll.n9 auilding supply
Manoheeter IndultriBs, Inc. .
Adams county Alphalt
penney supplY QUarry
precision components Corp.
Key.tone Milling
Bodwell co.
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Ilii( " "1'::, '~7." .::~nl@1I([;; CARL ALSERT FEHRENBACH :@])]
'. ._.'~. ... ". ....,....; 902 S. GEORGE ST :1::lll:W
~(~y ~@l1@f/11:: II I . '/""]})T .\ iMillItT YORK PA 17403 \iI([1}
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LICENSE, REOISTRATION, OR OERTIFICATION
-
Governor
WIlliam A. Fogle. Jr.
Seorotary
MARYl.AND REAL ESTATE APpqAISERS
CERTIFIES THAT
CARL ALBERT FEHRENBACH
ClMMISSION
IS AN AUTHORIZeO
CERTlF lED GENERAL
o 0 ~nea.csn' NO
12er3't'~~ofe
Y7~n5?~~
CAreGORY
04
WHERE REQUIRED BY LAW THIS MUllT ReOONSPIOUOUSLY OISPLAVED IN oPPloaro WHICH IT APPLIBS 1948994
. ,.,- ". .,.,. .,- ..' ...,. -,."..
"r""""
~otm' 1 085 '
~oI""TI_
Intomol__
A PrIncIpAl buaI.- ICllv~y
Real Estate
l~ptIlduci",MMc'
Rental
o IIueIr.- oodt numbel
6520
I""'\s. PartnershIp Return of Inc~
For oll.ndlr V'., 1K4. or IIIC v'" t1'0Innlng ........, 1D004. and .ndlng ........ ,1D .... ,
, ~ S.... o,ala In.lruollon..
u..lht I'
IRS
'.bol.
Other.
wi",
pMI..
print
or typa,
. , ....-
**** CAR-RT SORT ** C003
'KT 23-1904892 DEC94 S28 L
C C DALLAS H R DAVIS ETAL PTR
% ROBERT M FREY
5 S HANOVER ST
CARLISLE fJA
r
DOL R
S
1'~013-3307
OMO No, 1~5.0009
~@94
D Em,l.ye, /4111111.111.. 11Im'"
~:i 1904892
E Olio bu.',,", .IMIld
Jul~l, 197~_
'rolll..MltI"""''''~J
$ 234.11 ?.49
o CheCk appllolbla box.s: (1) 0 Inlllal ,elum (~) 0 Flnol ,,'turn (3) 0 Change 'e add,ass (4) 0 Amandad relum
H CheCk accounllng mothod: (1) I1ll Cash (2) 0 Accrual 13) 0 Olh., (apoclly) ~ """""""""""""""''''''''''''''''''''''''''''
I Number 0' Schedules K'l, AUaoh on. 10' OOCh po,.on who was 0 portno' 01 any limo du,lng thOtlllC y.a, ~ "".1."""""""""""""""""""""""".
Cautlonllnclude only trodo or bus/fIfIss Incomo and expensas on lines la through 22 below, Soo the/nstrucllon, lor moro /n/ormatlon,
1. GrollS recolpts or salss
b Leaa returns and allowances.
,~r-
, titt==
j
2 Co.,t of goods sold (Schedule A, IIno 8) , , . , , . . ,
3 GI'088 prolll. Subtract line 2 from IIna 1 c , . , . , , , , ,
4 OrdlnlllY Income (loss) from other partnerships, eslates, and trusts (at/ach schedule).
II Net fann profit (Ipss) (allach Schedll/e F (Form 7040))
e Net gain lloss) from FDrm 4797, Part II. line 20. , , .
7 Other Income (Ioas) (see Instructions) (attacll schedulb) ,
8 Totlllncome 0011). Combine IInas 3 through 7 , '_'
J~ 8 Salaries and wages (other than to partners) (less employment credit a) .
10 Guaranteed payments to partnurs ,
11 Repalre and maintenance.
R 12 Bad debte. . . ,
f 13 Rent. . . . , ,
14 Tl\)(es and licenses.
111 Interost, , . , .
181 Depreciation (seo Instrucllons)
1 b Loss depreciation rsported on Schedule A and elsewhere on return
J 17 Depletion (Do not deduot 011 and gas depletion.)
18 Retirement pions I eta" ,
18 Employee benefit programs, . .
. "
16a
16b
20 other deducllons (ettach schedule)
21 Totll deductions. Add tho amounts shown In the fAr rl hI column for lines 9 throu h 20 21
10
2
3
4
5
8
7
8
9
10
11
12
1~
14
15
20
22 Ordinary Inoome (loss) from trade 0' buslnoss a~livitlos, Subtrnctllne 21 from line 8 " 22
lIndM ptnInlll 0' perjUfY, I declare thaI I have elComlnecllhls falurn, Includlno accompanying schedules and Illlementa, and to the bell 01 my know~OI
II'ld blll4', II ts tru., correct, .00 complete, Doclarallon 01 prep"er (other thin goneral partner) Is baSed on aU Informallon 01 which Pftplllt t\u any
~Itdgo, ---'9,.1. lI.. 2/16/95
r 91g1Ullu,e 01 goneral par1n., or Umlttd liability company me ~ Dale
Please
Sign
Here
Prepare!'. lI.. I . ...., ___/
Paid I IIgnalu,o ~ " ~ t-~. "fL...._
UPrePollI,fl Flrm'.namo(or ~ D^b.ert M. Fr~ /--
II n V YOU" II ..1I.employed) ....au
and odd,... 5 S. Hanover ., Cllrllsle P A
Fill' P.ptlWotk Raductlcn Act Nolloll I.. page 1 ot IOp.r.te Instructions.
Date
2/16/05
Chock II
.oll.employed ~ 0
E.l.No, ~
ZIP cod. ~
C.I, No, 113;OZ
\
Prl1pllrer', IOClal HCurlty no.
174' 2~ 3986,
25 I 1730538
17013 -
Form 1065 (19114)
.'
.
Fatm lOll! 1109~1'' ,......,
~artners' Shares of Inoomo Credits Deductions etc
Plgo 3
I
I
J = G. .
(I) Dlllributlvo shoro Itoml . b) Totel omounl
1 Ordinary Income (loss) Irom Irade or buslnoss actlvltlos (pogo 1, IIno 22) , . . . , . 1
2 Nellncomo (loss) from ronlal roal oslalo nctlvltlos (al/ach Form 8825), , . 2 7 383 47
3a Gross Incomo Irom olher renlal aollvllles. , , . , , , , ~ , l-~-
b E.ponsos from olher renlal aotlvlllas (af/ach schedulo). . " 3b
! o Nellncome (Iofl.l) Irom olher rental aollvllles, Sublraclllno 3b from IIno 30 , . 30
4 Portfolio Incoma (Iofl.l) (elHllnslruollons): . Intarost Incomo , . . . 4. --L646 21
b Dlvldond Income , 4b
j , , . , . , .
o Royalty Incomo , , 40 -- -
d Nel ehorHorm capital gain (loss) (al/nch Schodulo 0 (Form 1065)) . , 4d
. Net long'torm capital gain (loss) (altoch Schodulo 0 (Form 1065)) , . 4e
I Other portfolio Income (loss) (al/ach schedulo) . , . 41
II Guarantood paymonts to partnars , 5
8 Nat gain (loss) under socllon 1231 (olher than duo 10 cWlualty or theft) (al/ech Form 4797) 8
7 Other Incomo 11m) (aNech schedule) , . , , . . . . , . . . , . , , . 7
-
JJ 8 Cheritoble contributions (aoo Instrucllons) (altoch schadulo) . . , . . . 8
II Seellon 179 e.penae deduollon (al/nch Form 4562), , , . , 9
10 Deductions rolated to portfolio Income (eeo Instrucllons) (Itomlza) . . 10
11 Other deductions (aNach schedule), , , . --"--'- ' , , , 11
. . '- --- -
liJ lltl1'lnlerast ..pensa on Invostmont dobta. , . . . , . , , . . . , . 128
b (lllnvostmont Incomo Includad on lines 40, 4b, 4c, and 4f nbova , , . . 2b(1
12i Invaatmont a.pensos Included on IIno 10 obov~. , . . , . , . 2b(2
13a Credit for Incomo tax withhold , , , . , . 13a
b Low.lncomo housing cradlt (soa Instrucllons):
(1) From partnarshlps to which mllon 42U)(5) applies lor property placad In sarvlcs batore1990 . 3bl
~ (2) Othor than on IIno l3b(1) for proporty placod In sorvlco baloro 1990 . , , , . 3b 2
(3) From plll1norshlps to which soot Ion 420)(5) appllos for proporty placed In sorvlco ahor 1989 3b 3
(4) Othe, than on IIno 13b(3) lor proparty placod In aorvlco aftor 1989 . , , 3hl.
o Quallfled rohabll~atlon oxpondlturos rolalad to rontal roal ostoto sctlvltlos (aNach Form 3468) 130
d Crsdl~ (olher than crsdlls shown on IInss l3b and 13c) ralaled 10 rental rsal sSlato actlvlllss (stelnstructlons) 13d
. Credit, relsted to other rsntal sctlvltles (seo Instruotlons) , , . . 138
14 Other oredlts (see Instruollons) , , . . . . , . , . , , 14
t- 111II Net oamlngs (loss) from sell.amploymsnt, . , . , , . . . . . . . 15.
ill b Gross farming or flshlng Incomo, , . . . . , . . , . , . , . 15b
c Grossnonlarmlncome, . , , . , , , , . , . , . . , . 180
ill 111II Depraclatlon adJustmont on properly plaoad In sarvlcs altor 1988 . . . . . 18.
b AdJlIslod gain or loss , . . , , . . , , . , . 16b
o Depletion (olhsr thon 011 snu gas) , , , , , . , , , . . 180
d (1) Gross Income from 011, 90S, snd geothsmlal propertlos . , , . , . . 8dll
is (2) Deduotlons allocabla to 011, gas, and goolharmal proportlos , . . . . . . . . 8d(2
. Other adjustmenla snd tax prsfsrsnco Items (aNach schedule) , , . . , 188
&1 17. 1'ype of Incomo ~ ................. b Foreign oounlry or U,S, possssslon ~ ................
~ c Totel gross Income Irom scurcas outside tho Un lied States (al/ach schedula~ . . . 170
f. d Tolal oppllcablo doduotlr;IlS and lossos (attach schedulo) . . . , , . . 17d
. '"lal loralgn taxa:, (cheuk one): ~ D Paid D Accruod , , , . . . 17e
I Ileducllon In tax~; avallablo for crodlt (attach schodule) . . , , . . . ' 171
a Other lorolon tax Inlormallon (attach schedule) , . . . , 17a
-
111II Totel oxpendlllJre5 to which a sscllon 59(0) oloctlon may apply . , . , . 160
~ b Type of expendlturos .."... ......".,..,'........ ....... ............,'..... ......,.. ...,.........
111 Tax.e.smpt Interost Incomo , , , , 19
20 Other tax-o.ompt Incomo , . , . 20
-
" "'...""...."".. . . . . . . . . . . . . . . . . . . . . . . ~
22 Other lIe,!,s "nU "!!',Ollnls raqlllrad 10 be roportod "OP!"UI~X 10 "nrtnors ('00 Ins!nmllon'll!!!!ach ~chadu/oJ
23. Incomo (loss), Comblnullnos 1 throu9h 7 In column (b), From Iha result, sublract tho eum of
J IInsa 8 through 120, 11a, nnd 180 , '.' . , , , , , ., ' . ., . , , , . 23. 9.029 60
b Analysis by typo (I) Corporate lbllndivlduul . (e) Partnorshlp (dl Exompl (e) Nominee/Other
~..--- .--
of partnor: 1-' I. Acllvo II, Pnssl,o orgonlzollon
(11 Genero' partJ1l!1 t1,lJ~t1.tiij
(2111mllod partno" -
F~m 8825
,-"
Rental lieal Estate Income and Expenlles of a
Partnership or an 5 Corporation
.. Be. Inlluollonl on baok,
.. Attaoh to Fonn 1065 or Fonn 11209,
,,-,
OMS No, 15~5.1186
OrtpIrtfMntofthlT,....lA"f
tnt_A........"""'"
NI"",
~@94
c. C. Dnllns, II. H. Davis, ot ai.
...! Show Ihe kind and location of each property, Soo pago ~or addltlo!!al proportloA,
A ',..............,....",,,.......,.,,,,,,,....,,,,,,,...,.,...,,,,.',."..,',.,"",'",...,.."""........."..".......,...""..,...."",,,.
Empfov,r IdlnUft4IUon number
23 i 19048~__
s .,.,..,,,,,..,,.,.....,,,,,,..,........,,,.,...,,.,,,..,,.,,,,,,,"'''',.."..,..."""...,.""",....,....""".,,,........,,,.,.,""""'"
~-------_._-
c .......................................................................................................................................,.........
D ......"."',.,..,....."".,.,.......".""..,,,........,.......,,,,.,.,',........"".,...,...............""..,.......,,,.............,,,,..
Propertf..
R.nlll R.el EIlIt. Incom. A B 0 D
a Gross fllnts . 2 13 050.00
, .
Rtnlll R.II Eltet. Exp.n...
3 Adv.rtlslng' . , , 3
4 Auto end travel, 4
5 Cleaning and malntol1snce . 6
8 Comml8slons , , 6
7 Insurance . , 7 576.00 -
8 Legal and other professlonsl fees , 8
8 Interest . 9
,
10 Repairs 10
11 Taxes , . , 11 1&,78.22
12 Utilities , 12
13 Wages and salaries . . 13
14 Depreciation (see Instructions), 14 1.200.00 -
15 Other (list)" ...."......."..... -
,~.I.~~~.1.1.~n!l.9.l!~..", ,.,....... 16 212.31 ---
.................................... '---
18 Totsl oxpansos for oac~1 property, 5,666.53
Add lines 3 through 15 16
17 Totel gross rents. Add gross rents from line 2, columns A through H , , , 17 13,050.00
18 Total expenses, Add tolal expenses from Ilno 16, columns A through H , 18 5,666.5~
, ,
18 Net gain (loss) from Form 4797, ~art II, line 20, from Ihe dlsposlllon of property from rental real 7,383.47
.stato acllvltles . , , , , ~~
20t Net Income (loss) from rental real eslete actlvltlos from parlnorstllps, ostates, and trusts In which
this partnership or S corporation Is s part nor or benaflclary (from Schodulo K.j) , , 201
b Identify below the partnerships, estates, or trusta from which net Income (loss) Is shown on IIno 200,
Attlch a schedule If n;ore spaco Is needed:
(1) Neme (2) Employer Identification numbor
.................................................. ..................................................
.................................................. ................"................................ ~
................................................... ..................,................................
21 Net Income (loss) from rontal real eslate activities, Combine IInos 17 through 20a, Enter result 7,383.47
here and on Schedule K, line 2 , 21
Po, Plperworil ReduDlIon Aot Hotloel 1M blck of fDnn,
C'I. No. I013ijZ
F~m 8826 11~1
South Middloton 'l'owll!lhlp Funn
~' EI.otlon To ExplnH Certain Tangible Property (Seotlon 179) (Note: If YDU have any "Listed Property, H
comp/ata Part V ba/ora you comp/ota Part/.)
1 Maximum dollar limitation (If an enterprise zono bualnass, sea Inslructlons,) , , , , ,
2 Total coat of section 179 property placed In sarvlce during Iho lax year (see Inatructlona) .
3 Threshold cosl of section 179 property beloro roductlon In limitation, , , , , , , ,
4 Reduction In limitation, Subtraclllne 3 Irom line 2, If zero or less, antor -0- , , , , ,
II Dollar limitation for tax year, Subtract line 4 from lino 1, If zero or less, enter -0" (If married
'IIIng aeparalaly, soa Instructions,), , , , , , , , , , . , , " 5
1'1 OolOllpllOO 01 plopeny (bl Co.1 (01 EiIolld toll
F_ 4562
""Cepreclatlon and Amortlzatl~
(Including Information on Listed Property)
~ofIhlTI'uuty
~ AIwR.IlI &orw;.
NomI('1 _ on rolurn
~ llH.. ".1. Inltruotlonl,
'" Atteoh \hll torm to our ilIum.
C. C. Dallas, H. R. Davis. ot nl.
ButlnMI Of acll__IIV 10 whlc~ thll IOfm ,.,,1..
8
OMD No. 15.5,0172
~@94
Allachmonl
Slquonco No, 67
kIontIlyIng _
23-1904892
1
2
3
4
S17,SOO
"200 000
-
7 Usled proparty, Enter amount from Ilna 26, . , , . , , , ,. 7
8 Total alected cosl of section 179 property, Add amounts In column (c), linea 6 end 7
II Tantatlva deduction, EnlOr the smeller of line 5 or line 8 , , , , . , . , , ,
10 Carryovsr a. disallowed deduction trom 1993 (see Instructions), , , , . , , ,
11 Taxablt Income IImltallon, Enter the smaller of taxable Income (not lass than zoro) or line 5 (eee Instructions)
12 Sec1lon 179 expense deduction, Add lines 9 and 10, but do not enter more than line 11 , ,
13 Carryover of dlsallowod deduction to 1995, Add linos 9 and 10, laes lino 12. Gil
Nole: Do nol usa Pan II or Pan III be/ow lor IIslad propeny (automobiles, cena/n olhor vehicles, cel/u/ar telephones,
~r property used lor entana/nmant, rocroatlon, or amusement). InslBlld, usa Pan V lor IIstad propeny.
11IIIII MACAS Depreciation For AIIaata Plaold In Service ONLY During Your 111114 T.x Year (Do Not Include
Lilted Property)
8
9
10
11
12
III ClMllfIo&tlon of property
('1 Convtnl~ I~ M'II1~ 1&) 06proclatlon doductlon
se~ Ins true Ilona
148 3- ear ro ert
b 5- ear ro ert
_~'!:J.ear propeny
d 10-yoar property
e 15.year property
f 20-year proporty
9 Residential renlal
property
h Nonresldentiel roal
ro
2'~.~)yrs,
2'}.5 rs.
39 rs.
MM SIt.
11M S/L
MM S/L
MM sn
aee Instructlonsl
S/L
S/L
S/I,
1151 Class IIle
b12.ear 12 rs.
c 40- ear 40 rD.
IIIIIIIDI Other Depreciation (Do Not Inolude Listed ~roperty)
18 GDS end ADS deductlons'OI assets placod In aorvice In tax years beginning bafore 1994 (see InslMtlona)
17 Property subject to section 166(n(1) olocllon (seo instruction a) ,
18 ACRS end other depre~n soe Instructions , , , , . , , . , , , , , , . ,
IIIIIIl!I Summ ary
MM
111 Usted property, Enter amount from line 25, , , , , , , , , , , , , , , , , , 111
20 Total. Add deductions on IIna 12, lines 14 and 15 in column (g), and lines 16 through 19, Enter here
8Ild on tho appropriate lines of your return, (Partnorshlps and S corporatlons-soe Instructlolla
. 21 For asaele shown above and placed in service during the current year, snter
lhe portion of the basis attributable 10 section 263A cosls (sos Instructions
flM' PlIp8IWOIIc Reduollon ACI Nollce, H' Pill. 1 ot the ,.plrel. In'lnlotton.. c.1. No, 1_
16
17
18
1 200..00
1,200.00
0~~>~~~~~~~~
~~,\;~'. ,,~,,~,~'~\"';'"
~'\~"~'~'~ -"',"~":~"':-'
, , ",~" :," ',\
Form 4562 11 \"41
c. c. DAL'-:S, at Ill.
,...,
23-190489~
1994
Seellon C.-D'III'Klatlon of nonrKOverv Dlowtv
-~..::- t D, Oopttt~"on L ..... Cl.Do<MI...
a. "-:r..... If ...nw C, c..'OI II ',Ill....
..hit .... ~"_.1IIt1ll ~ 'all ....u......
- \'MIl
"
~ CI.~1 LII. Auel DUpldC..IIOll H..n~d (CLADR) S,.I"m OepleeI"llnn, , . . , , , , ..
, OUIt ell t (SM I I llOnI) '," .-, """""""""""";1} "';-:I'T,'....."l!,;~J' r- -=::j~.:i'"!";-r.::-'iJ,l~ "
r flfK1I1OII nl'uc : ,.,;,'-" . ",-_.. ...,.._ _'.. _ on" _ ,;;., .
!.Illrn 7/1172 30,Onn.no 25 Ilno,oo S.L. 25 1. 200.00
TO'rAL 1.200.00
\
--
,
- ,
, .
"
il I
Ii
",
"
SCHEDULE K-1 Partner'~hare of Income, Credits, De~tlons, etc.
(Form 1065) ~ Se. I.parot. Inltruotlonl,
0tpIttmt(l1 olthl l,...UfY
Ifll.,nal Atvtf"ol.M Setvlc. For ell.nd., v..r 1N4 or till VII' blglnnlng , I 1"-4, And .ndlng , 18
Plrln.r'lld.ntllylng number ~ u- __.__ .!'.!I.!!ner.hlp"1 Idenllly!!'ll number ~ 23! 190 89
Plrtner'l name, address, and ZIP code Partnerstllp's name, eddress, and ZIP code
Estato of Churlos C. Dullns, Docoased C. C. Dnllns, H. H. Davis, ot al.
c/o Wllllam D. Schrack, 1II, Esquiro c/o H. M. Frey
P. O. DOK 310 5 South Hanovor Stroot
"IIll.hurg,..l?A. 17010-0JIO.________Sarllslo, FA 17013
A This partner Is a llll general portner 0 limited partnar F Partner's share of liabilities (see Instruotlons):
o limited liability company member Nonrecourse. , , , , " $ ....................
B What type of entity Is this pertner? ~ n!l.t!1m!.P'(),~~R~".. Qualified nonrecourao financing $ ....................
o 10 this partner a 00 domestic or a 0 foreign partner? Other , , , , , , , " $ ....................
E ' f' II) Dofore ChAnoo 11I)l'nd 01 T I
o nterpartnerapercontageo, orlormllIBllon yoar G laxsheterreglstratlonnumber.. ~....................,.....
Profit sharing. , , ..",..., % "....." % H Check here If this partnership Is a publlc!y traded
Lose sharing . , , ......." % ".".." % partnership as defined In section 469(k)(2), , " 0
Ownership of capllol ,..."... % .""..., %
E IRS Center where portnarshlp tiled ratum: Ph l1a.
J An.IYIII of partner'l ca 1101 acoounl:
OMD No, 1~5.0099
~@94
Check appllca~l~boxes: (1) OFlnal K.l (2) DAmollded K.l
(I) C.pll.1ICcounlII
blgrnnJng 01 year
10) Partner's Share alllnes
J, 4. and 7, Form 1065,
Schedule M.
1 504.95
0.00
(b) Capilli conlrlbuled
during yeat
(d) Wllhdrawals and
dlstrlbullons
37.513.80
0.00
III Dlltrlbutlv. Ihara lI.m
(b) Amounl
!
j
Ordinary Incoma (loss) from tmdo or business activities
Net Income (loss) from rontal real estate aCllvltles .
Net Incomo Iloso) trom other rental activities,
Portfolio Income (loss):
a Interest
b Olvldencts, , . . ,
o Royalties, , , . ,
d Net short,term capital gain (lose)
. Netlong'torm capital gain (loss),
f Other portfolio Income (loss) (attach schedule)
5 Guarantaed payments to partner , , , . . , , , , ,
8 Not gain (loss) undor seellon 1231 (olhor than duo 10 casualty or thoft)
7 Other Income loss attach schudt/le), , . , , . , ,
8 Charllable contributions (see Instructions) (attach schedule) ,
II Sactlon 179 o'pense deduction. , , . , , , , ,
10 Deductions relatad to porttollo Income (attach schodu/o) ,
11 Other deductions attech sChadule, . , , , , , ,
1
2
3
1 230.58
1
2
3
4
4a
4b
40
4d
4e
4t
5
o
7
o
9
10
11
274.37
iJ
11! 121 Interest expenso on Investment debts, , . , , , , , ,
E b (1) Investment Income Included on lines 4a, 4b, 4c, and 41 above
2 Investment expenses Included on line 10 abova
13. Credit tor Income tax withheld , , . , , , ,
b Low,lncome housing credit:
(11 From secllon 420)(5) partnerohlps for property placed In
eeNlce betore 1990 , , . , , . , . . , . , , .
(2) Othor Ihan on line 13bl1) lor proporty placod In sorvlce boloro 1990
(3) From secllon 420)(5) partnerships for property placed In
leNlce after 1989 . , , , . , . , , , , . , , ,
(41 Other than on Ilns 13b13) for proporty placed In service after 1989
, 0 Qualllled rehabilitation e,pendllures related to rentel real estate
activities (see Instnlctlons) , , . . , , , . , , , .
d Credits (other than credits shown on lines 13b and 13c) rslaled
to rental real estate Mtlvltles (sea Instructions), , , ,
. Credlte reletod to other renlal activities (sea Instrucllons) ,
14 Other credits see Instructions . , , . , , , . ,
for PlpetWol1l R.duollon Aot NOllo., It. Inltruotlonl lor Form 1065,
j
13d
130
14
C"I. No, 113S4R
(e) Capll.llCcounl .1 .nd 01
year (combine column. (I)
through (dl)
39018.75
(0110040 nl... .nl.r tho
amounlln oolumn (b) on:
} See Partner'. Instrucllon' fOt'
Schfdul. K.IIForm 10651,
Sch, 0, P.rt I, IIno 1
Sch, 8, Part II, IIno 5
Sch, e, Part I, IInl 4
Sch, 0, IIno 5, col, (Q or (0)
Sch, D, IIn. 13, col.lQ or 101
EnlIlOtl'Ppllu~I.Unloly,)url'1lum.
} SftfJ Panner', Inslruollons fw
Schedul. K.IIForm 1065),
Enttlon.pplle,bIllUnlol lfrllum.
SCh, A, IInl 15 or 10
} See Partn.r', In'lrucllon, fO( .
Schfdull K.I (Form 1065),
Form 4952, IIno 1
} 8M Panna,', Inslruclloos lor
Schldulo K.IIForm 1065),
a.. P.rtner'1 InlllUOllan. lor
Schfdule K,' (Form 1065),
Form 8586, IIn. 5
See Partn,r', Inlllrucllon, lot
Schfdul. K,' (Form 1065),
Schlldul. K.l (Form 1085) 10114
I
Plrtnen Idenlllylnll number~ UU:H Z-U71ll j~ortnerohlp'8 Identifying number ~ ~Jl.90!892 -
partner', n3me, addrossl and ZIP coda purtnorshlp'a name, addrflss, and ZIP code
Estate of OOOl'ga F. Dixon, Jr., DaconHad C. C. Dullus, H. H. Ollvls, ot al.
c/o Hhoads & Sinon c/o H. M. Frey
At to! Henry W. Hhoads, Esqulro 5 South Hunover Street
P.D.Box 1146, IInrrlsbUl'il. PA 17108 Carlisle, PA 17013
A This partner Is a [E genoral partner o IImltod purtner F Portner's atloro of IIstJlllll03 (see Instrucllons);
o limited liability company member Nonrecourse . $ ....................
B What type of entity Is this partner? ~ n!l.\\lX!\\.P.Qr.~!-!I,l.... Qualified nonrecourse financing $ ............"......
0 Ie thla partner a [8] domesllc or 0 0 lorelgn portner? Othor $ "..."...""......
D Enter partner'e percentage 01' 11)1le10l' chlr>\l' (II) r,nd 01 G Tux eheller registration number, . ~ ......."..""."..,.....
. 01 ttm\lnallon year
Profit eharlng . ""..... % ""..... % H Chack here II this partnorshlp Is a publicly traded
Loss sharing , ......... % .........% partnership as dsllned In section 469(k)(2) , , 0
Ownership of capital ""..... % .........%
E IRS Center where pertnershlp 1IIed return: Phlln. I Check applicable boxes: (1) OFlnal K-1 (2) o Amended K-1
J AnalYllI 01 oartner'e 08lillal acoount: .
II) CIpI\IJ lO<Ounl II (b) Ctpllal conlllbu1ed (c) Par1n.,'. shar. 01 lines Idl Wilhdrawala ar<l (a) Caollal accounl al tn<l 01
3, 4, und 7. FClrm 1005, yaar Icom~~hc~~mn. (0)
l>tgIMlng 01 ytf/ during y..r Schodule M.2 1I1slflbU11ona lhro h d
-.~ .\1' on -
o 00 1.504.95 0.00 ) 39,018.75
(.) Dl.lributlv. Ihlre II.m (b) Amounl (0)1040 nlllre onllr \hi
.mounlln Oll,umn (b) onl
- ---
1 OrdlnlllY Income 0085) from trade or business activities , 1
.
2 Not Income (loss) from rental resl estele aotlvltles , 2 1.230.58 } See Pat1ntf'. InlltUCllona 101
. Schadule K-l (F"",, lOSS),
3 Net Inoome (10M) from other rental aotlvltles. 3
.
! 4 PortfoliO Income 0085):
, .' Interost 4a 274.37 Beh, B, Pari I, line 1
. , , , , . , ,
b Dlvldenda . , , 4b Bell, B, Pari II, line 6
, . ,
i 0 Royal1las . . . , , , , . . , 4c Beh, E, Pari I, line 4
d Net short-tsnn capital gain (loss) 4d Beh, 0, line S, col, (Q 01 (g)
, . . . .
e Net long-tenn capital gsln (loss), . , 4ft Beh, 0, line 13, coI, (Q 01 (g)
.
f Other portfolio Income (loss) (aNach schedule) 41 Er1\"onlw~Iinl,'yout""'m,
.
II Guaranteed peyments to partner 5 } See P8lInar'a InlttuoUonI 101 ,
. . . .
II Net gain (loss) undo~) s(~ctlon 1231 (oltoor tlian duo to casuallY or tho It) 6 Schadulo K'I (Form 1086).
--
7 Other Income'Ooos attach schedulel, , , . , ' , , . 7 Enltr on IP4IIICIblt 11M 01 roY' rtlum.
11 8 Charftable contributions (see Instructions) (attach schedule) , 6 Seh, A, line 15 or 16
II Sactlon 179 expense deduotlon . 9
, -to- } e.. Pili....'. InalNollon1 101 ,
10 Deductions related to portfolio Income (attach schedule) , , Schadula K-l (F",",I085),
11 Other deduotlons (aflech schedule!. . . , , , . , 11
11 128 Interest expense on Inveslment debts, 128 Fo"" 4952. line 1
)1 , ,
b ll) Investment Income Included on lines 4a, 4b, 4c, and 41 ebovo bl11 } See PIII".,'I InalNC11on1 101
2) Investment expenses Included on line 10 allova , , , , 1!.l2) Schadula K-l (Form 1086),
131 Credit for Income tux withheld 13a See pannet', InllrucUonl for
, - Schedula K.llForm lOSS),
b Low-Income housing credit:
(11 From section 4~ij)l5) partnerships for property placed In ~l , )
sel'llco bolore 1990 j'"" "" "..
(2) Othor than on IIno 13b(1) lor proporty placed In service belole 1090 ~~
I (3) From soctlon 42ij){5) partnerships lor property pieced In
BOl'llce aftor 1969 . , , . lliLal
(4) OIher Ihan on Ilno 13b(3) lor property placed In servlco aller 1989 b41
:0 Quallned rshsbllltatlorl expendlturos relatod to rental rosl ostute ~
eotlvllles (see Instructions) , , i
d Credlte (olher than credits shown on lines 13h and 13c) related ~ See Partner'. InitNCtlon' lor
to renlal real estate activities (see Instructions) , , , , E!l_ SclllOula K.l (Form tOSS),
e Cradlts relsted to other rental aotlvltles (see Inslructlons) , 13e
14 Other credits (soe Instruotlonsl, , ' , , , , , , 14
Partner's Share of Income, Credits, Deductions, etc.
~ Boa 1'''''rll. InltnlGtlona,
For cII.nda, vtl, 1894 or t... V.., b.glnnlng I 1894, and Indlng t 1"
OMU Nu, If>ol5.00II9
.-.,..-
SCHEDULE K.1
(Form 1~)
~of\hlTI"'1X'f
Iottmll AeoN\UI kYk.
~@94
fOl' P8pltWortl Reduction Acl Nolloll s.. Instrucllons for Form los5,
,-,I
Cal, No, II.~Q1(\
C
Schlllul. K.1 (Fonn 1065) 18114
SCHEDULE K.1 Partner's Sharo of Income, Credits, Deductions, etc.
(Fonn 1(66) ~ !H. IOpara', In.truotlonl,
~of""TI"'\.lfY
IrttIrNll RtwnlA s.v.c.. for 011_00" v.., 1DP4 or 11.. VII' b.glnnlng . 1~, and .ndlng I 19
Plrtner'lldlntlfylno number ~ 171-211-675U Partnershlp'lldentlfylng number ~ 23: 1904892
Partner'l name, address, and ZIP code Partners/lip's namo, address. and ZIP coda
C. C. Dallas, II. H. Davis, et al.
c/o H. M. Frey
5 South lIunover Street
Garllsle, I'A 17013
F Partner's sharo of liabilities (see Instructions):
Nonrocourse , $ ............"......
Quallflod nonrocourse financing $ ,......."..........
Other $ ....................
G Tax sholtor roglstration number, ~ ......... ...............,
H Check horo If this partnership Is a publicly traded
partnership as dellned In eeotlan 469(k)(2). .. 0
I Chock appllcnbla boxes: (1) OFlnal K-1 (2) OAmended K.1
J. Htchard ZlmlIlerman
Plainfield, PA 17081
A Thl. partner Is a IJ!l general pllrtner 0 limited partner
o limited liability compeny member
B What type of ontlty Is this ponnor? ~ nll,\l1m!.P.9,~~R!l.."
C Is this panner a 00 domestic or a 0 forolgn partnor?
Denter partner'e ""rcentege of' 011le101O chanllO (III End 01
,...... '0( IMmlnlVon year
Profit ehlrlng . , ,....".. % ......... %
Loss sharing . . , . . . . ......... % ...."... %
Ownership at capital . , . , ......... % ......... %
S IRS Center whare partnership flied raturn: I'hlla.
J A/lalvall 01 nartnlr'1 caDllal 100 aunt:
10) ClpitIlllCCO<lnl ., (Il) ClpHIl conlributld
~Ing 01 year during YH'
0" e ,. on
l'
J
JJ
I)
000
(01 Pa,tne,'. 1110.10 olllnol
3.4, and 7, Form 1065,
Sch8dulo M.2
1 504.95
1
2
~
4.
4b
40
4d
'Ie
4f
5
6
7
6
9
10
11
121 Inlereet expense on Investment debts. , 12a
b !!! Investment Income Included on lines 4e, 4b, 4c, and 4f above bIll
1211nvealment exoenses Included on IIn8 10 above , , ,. bl21
m
~
~(21
~
~0.
bW
~
13c
~,
E-!_
E!. .
14
i
(I) Dlllr1b1111w I/Ilo.. It.m
1 Ordinary Income (loss) tram trade or business acllvlllos , ,
a Net.lncoma Oess) from renlal real eslate acllvltlos. .
3 Net Income Ooss) from other rental activities, .,
.. Portfolio Income 0089):
. ' Intorost .... .
bOIv/denda",. ,.....,
oAoyattles.... """
d Net short.term cepltal geln (Ioes) . , . ,
Netlong.term capital gain (loss). , .
Other portfolio Income (loss) (aHach schedule)
Guaranteed psymenta to pertner . ,
Nil gain (loss) under seellon 1231 (olher than dlle 10 casually or thill)
Othar Income'Oo") (at/ach sch&du/e) ,
Charitable conlrlbutlons (eae Insln/cllons) (at/ucll schedule) ,
Seotlon 179 expense deduction." .
Deductions related to portfolio Inoomo (attach sC/lodlllo), .
Other doductlons (attach 'Chedu/e). ,
.
1
II
II
7
8
o
10
11
Credit for Income tax wllhheld . .
Low'lncome housing credll:
(1) From seollon 420)(5) partnorshlps lor property placed In
eervlce balore 1990 . , , .
(2) Other than on line 13b(1) lor properly placed In servlci bolore 1000
(3) From socllan 420)(5) partnerships lor proporty placed In
eeNlce alter 1989 ,
(4) Other than on line 13b(3) lor property placed in service aller 1089
. 0 OuaJlflad rehebilltatlon expendlluras rolatod to rontol roo I estato
aollvltlll8 (eee Instructions)
d Credlls (other than credils shown on IInos 13b ond 13c) relnlod
to rental real estate actlvllles (fOe Instructions), , , , .
. Credits related to olhar renlel Dcllvltles (soa Instructions) ,
14 Othar crodlle 'Reo Instructlonsl, , , , , , , , ,
13t1
b
POI Plperwor1l Aod~",Uon Ant NoUe., "I In.tructlons for Form 1005.
,
--'
(ef) W,IIxlIOW.lo ond
dl'lrlbullofll
0.00
(b) Amount
,1. 230.58
274.37
C,I. No, I1JU4A
OMU No, 1~~.0W9
~@94
(.) C.pltal .ccounl .1 ~ 01
year (C~~hc:'~~mno (.,
39.018.75
(0) 10<10 "1It11l .ntor 11M
amount In oolumn (b) onl
} See POIt';"'. Inol1ucUOOIlor
8<:hedule K.l (Form 1006),
Sch, D. Pili I, I!ne 1
Sch, a, Pili II. line 5
8<:h, e, Pili I, line 4
8<:h. 0, One 6. col, 10 (l( (g)
Sch, 0, IIn. 13, col, 10 0/ (g)
inlllon.~lilIoI","nI"',
} See P,~"". InolnJc1Jon. lor ,
8<:hedule K.l (Fotm 1006),
Enll'on'HlleIbIelint 01 rout IrllIm,
8<:h, A, line 16 (l( 16
} See POItnor'. Inol1uclloo.lor ,
8<:hedule K.l (Fotm 1006),
\
.~
.
I
"
Form 49j2. line 1
} s.. PaIl/lO". Inol1ucUOOIlor
8<:hedule K.l (Fotm 1006),
See POIt..... In.ll\lC1Jon.,or
Schedulo K.l(Fotm 1006),
Form 8586, line ~
.
Soe Pl1rlOll"'1 Inltructlon. 'or
Schedule K.' (~otm 1006),
8<:htdul. K.l (Fonn 106a) 18t4
OMB No, 1545.0099
SCHEDULE K.1 Partner's Share of Income, Credits, Deductions, etc.
(Form 1065) ~ See separala 1"8INollon.,
OtpIrtm."t of lhe l....ury
In'_ R.,,,,,,, SlIM" For ool.ndor yoor 1894 or Ill. yur beginning ,1994, and ending , 19
Partner'. Idenllfylng number ~ 25-11480757 partnor.hlp'. Identllylng number ~ 23:
Partner's name, address, and ZIP coda Partnership's noma, odllross, o"d ZIP code
C. C. Dullus, II. H. Davis, 01. ul.
clo It. M. Frey
5 South lIunover Stl'ee!.
Curllsle PA 17013
F Ponnor's oharo olllablllllos (soe Instruotlons):
Nonrocourso, , . , , " $ ....................
Quollflod nonrecourse financing $ ....................
OlllOr , . , , , , , " S .."."....."......
G Tax sholtor roglstratlon numbor. ~ ...............,.."......
H Chock here If this pannorshlp Is a publicly traded
pannorshlp os defined In section 469(k)(2). . ., 0
Chock applicable boxes: (1) OFlnal K.1 (2) OAmended K.1
Hobort a. Frey, fJt ul" TI'usteo
93 Encks MlII Roud
Carlisle, PA 17013
A This partnar Is a ail general partner 0 limited panner
o limited lIablllly company member
B What type 01 enlily Is this panner? ... n\l,\\l.m\.P.Q':~~I,l.",
C la Ihls partner a [K) domestic or a 0 lorelgn partnar?
o Entor partner's percentago 01: \\~~~~I;~~~e III) :;o~ 01
Profit sharing, , . ......... % ......", %
Loss sharing . " ., ......... % ......", %
Ownership 01 capllal "....... % ......", %
E IRS Center where partners hi flied return: Phllu.
J An. ala 01 artner'a 0. Ital eooounl:
!
I
-
11
11
lfi
(I) Capllal RGCount at
boglnnlng 01 year
lb) Capital contllbutad
during yoar
(0) po.r1nor'e sharo ollino!l
3,4, nnd 7, FOlln 1005,
Schodulo M.~_
1 504.95
37.513.80
0.00
(a) DI.trlbullve .hare Item
Ordinary Income (loss) from trado or business acllvlllos
Net Income Ooss) from rental real eslste acllvlllos
Net Income (loss) from othAr ronta! acllvllles,
Ponlollo Income Ooss):
a Interest .
b Dividends, . , . .
o Royallles. . , , ,
d Net ohon.term capllal geln (Icss)
Net long,term capllsl gain (loss),
other portfolio Income (loss) (attech schedule)
Guaranteed payments to parlner . , .,' .,
Net gain (loss) under sectloo 1231 (other than due 10 casually or thelt)
other IncoriHi' Qoss) (attach schedula), . , ' . -,-.' .
Charitable contributions (see InslNctlons) (attach schadule) ,
Section 179 expense deduction. , . , . , , , '
Deductions related to portfcllo Income (attach schedule) .
other doductlons attach schedule, , , , , , ' ,
1
2
3
4
e
1
6
6
7
6
9
10
11
128 Interest expense on Investment debts, ' . , , , , , ,
b (1) Invsstment Income Included on lines 4a, 4b, 40, and 41 abovo
(2) Investment expenses Included on line 10 above
138 Credit for Income tax withheld . , , , , . ,
b Low.lncome housing cledit:
(1) From soctlon 420)(5) partnorshlps for propeny placed In
servlcsbelore1990 . , , . , , , . ' , ' , , '
(2) Olh\' than on line 13b(1) lor properly placed In service bofolo 1990
(3) From section 420)(5) partnerships lor propony placod In
service alter 1989 , . . . , . . , . , ' . , ' ,
(4) Other than 00 line 13b(3) lor properly placed In seIVI"e alter 1989
: 0 Qualified rehabllltatlcn expendltllres relatod 10 rentel raal asteto
activities (see Instructions) , ' , , . , , ' , , , '
d Credits (other than crodlts shown on I:nos 13b and 130) relatod
to rental real est~le activities (see Instnrcllons), ' , ,
e Credits relaled to othor rental actlvlllos (soo Inslrucllons) ,
14 Other credits see Instmcllcns , ' , , , , ' , ,
Por peperwork Reduction Act Notlcol sr" In.trUcllons for porm 1065,
~
, ,
''''
(d) Withdrawals and
dlstllbullon,
0.00
(b) Amount
1
2
3
1,230.58
40
4b
40
4d
4e
4f
6
8
7
8
9
10
11
274.37
13d
13e
14
Cal. No, 11~"''''
~@94
904892
(oj Capllol sccount al eodor"
yoaf (combine columna (a)
thro h d
39 018.75
(c) 1040 fliers enler the
amcunl In colunln (b) om
} Sea p.",;....lnslrucllcn. lor
SChedula K.l (F0<1T1 1065),
Sch, B, Pari I, line 1
Soh, B, Pari II, IIno 5
Soh, E, Part I, line 4
Soh, D, IIna 5, col. (Q or (g)
Sch, D. IIna 13. co!, (Q or (g)
Entlt on ,ppllCabll WrI, 01 your t,tum.
} See Partner', InstNcUona 10( ..
SChedule K.1 (F0<1T11065),
(nttr on IppllCtbllan. 01 your r.lum.
Sch. A, line 16 cr 16
} Sou Partne(, Inslrucllcn. for ,
SChedule K.l\F0<1T11065),
--
Form 4952, IIno 1
} s" psrt""'e In.tNOIIon. lor
SChedule K,I (F0<1T1 1065),
See Partner', InstNotlons for
Schedule K.llFonn 1065),
Form 6566, line 5
8ee Partner'. InnlNcUons IOf
SChedula K'11Fonn 1065),
Schedule K.1 (ponn 1065) 1994.
,
I,'"
SCHEDULE K.1 Partner's Share of Income, Credits, Deductions, etc. OMU No. 1M6.~
(Form 1085) ~ See ..parato InllNctlcn" ~@94
OIpIr\tMnlof lhe T'...II'1
InllfNl ~ s.rw;. Fur a.l.nd., YeI, 1* or I... I,.r bog Inning , 1~, Ind endlnll ,10
Partner'lldllntlfylng number ~ 191-30-5419 _Partn~~.!1_Ip~_!dentifylng number ~ 23 JJ 9041192
Partner's nsme, address, and ZIP coda Partnorslllp's numo, addles9, and ZIP code
Robert a. Frey C. C. DullllS, 11. R. Davis, vt a1.
c/o n. M. Frey
5 South Hanover Stroet 5 South Hllno\'er Street
Carllsle, PA 17013 CarH~lc. PA 17013
A This partner Is a l1!'I general partner o limited partner F Partner's shure of liabilities (see Instructions):
o limited liability company member Nonrecourse , $ ....................
B What type of enllty Is this partner? ~ n!l.\!1~p.\.P.9,1:~~m". Quallflod nonrecourse financing $ "".".".."......
C Is this partner a l&J domesllc or a 0 foreign partnor? OlllOr $ ..,.................
D Enter partner's percentage of: (l)o~~~I:~~o (II) yC::l~ 01 G Tax sholl or reglstrallon number, . ~ ................"........
Profit shoring , ""..... % ......",% H Check halO If this partnelshlp Is a publicly traded
Loss eharlng , . ......... % ...."." % partnarshlp as defined In secllon 469(k)(2) . 0
Ownerehlp of capital . . .....".. % ......." %
E IRS Center whore partnerehlp flied return: Phila. I Chock a~pllcablo boxes: (1l OFlnel K'I (2) o Amonded K-1
J Anllvlll of pertner'1 01 ltal 'ooount:
'01 Cap/III 'GCOUnl .1 tbl Cop".1 ccn/llbu1ocl 101 Partner'. shate alUnoo (\I) Wllhdrow." .00 (.) Copll.llCcount " ond 01
3.4, and 7, ~orlTl 1005, year (combine (;OIUfOnI (I)
bogJMlnU 01 \'GO' durIng yur . Ht:hedule M.? dlslrlbutlons IhroU\lh (dll
18.756.90 0.00 752.48 0.00 19.509.38
(0) tllltrlbutlvo lNoIO Item (b) Amounl (c) 1040 nlolO onter \he
.mcunlln oolullVl (b) om
1 Ordinary Income (loss) from trade or busln.ss actlvllles 1
2 Netlllcome (loss) from rental real estate acllvltlos . 2 615.29 } See Por1n<<'. lnolructlonl '0<
, Schedule K.l (Form 1005).
3 Net Income (loss) from other rental actlvllles . 3
,
l' 4 Portfello Income (loss):
, ' Interest . , 4e 137.18 Soh, B, P8I11, line 1
b Dividends. , . ~- Soh, B, P8I111, line 5
j 0 Royalties . . , , , . , . 4ll Soh, e, Pill I. line 4
d Net shert-term capilal galn (loss) , . 4d Soh, 0, line 5, 001, (Q 0< (g)
. Nollong-term cepilal galn (1088). , . , <Ie Soh, 0, line 13. coI, (Q 0< (g)
f Other portfolio Incoma (loss) (attacll scllodule) . , 41 Enl.,onlpplClbNIIlntOf)'OUf'rwtwn,
5 Guaranleed payments to partner . , 5 } soo Port"",',ln.truoUon. '0< ,
8 Net gain (109s) under see lion 1231 (elher than due to casualty or (helt) ~ Schodule K.l (Form 1005),
7 Other Inco~o (loss) (attacll sclladule) . 7 Ent., on ,ppllUblt lint 01 your liMn.
JJ 8 Chft/llable contributions (see Instructions) (altacll scllodu/o) , 0 Soh, A.llne 15 0< 16
II Section 179 expenso deduction, , II } Soo POllne,'. In'ltuotk>f1. '0< ,
10 Deductions relateclo portfolio Income (alloc/I sel/odu/o) , 10 -- Schedule K'I (Form 10051,
11 Othor doducllons (attacll sclladule). 11
II -.
121 Interest expense on Investment debts, 120 Fcnn 4052, IIn. 1
b (11lnveslmentlncome Included on Ilnos 40, 4b, 4c, and 4f allovo bltl } See Ponner',ln,llIICtk>f1. '0<
j2i Invostment expenses InCluded on line 10 abovo , , , , bl21 Schedule K.l (Form 1005),
-
138 Credit for Income tax withheld '1o.~3a See PlIlne,'. In.IIIICUon,'0<
b Low.lncome housing credit: ~. Schedule K.l (Fonn 1005),
(1) From section 420)(5) partnerllhlps for property plac~d In !
service bolore 1990 . ,
(2) Olher than on line 13b(l) lor property placed In service boforo 1990 bl21
~ (3) From eectlon 420)(5) partnorehlps for property placed In .~ Fcnn 05BB, Iln. 5
eervlce alter 1 qOIl , b[3
(4) Olher than on line 13b(3) for property placed In service alter 1989 ~lll
o Qualllled rohabllllallon expenditures rolated to rontol roal estato ,~
actlvllles (see Instructions) , 13c
d Credlls (other than credits shown on lines 13b IInd 13c) rolatad ~ Boo Partnor', Inslruc:tlona tOf
10 rentsl real estate activities Isee Instructions) , 13d Schtduio K.' {Form 10651,
. Credlls rolated to olhor rental actlvltlos (sea Instrucllons) , 13e
14 Othor crodlls (500 Instructions), , , , , , , , , 14
For FlplfWork Reduction Act Nolloo, ... InltNotlon, for Fcrm 1005,
v
C,I, No. 113040
Schedule K-l (Form 1085) ll1ll4
SCHEDULE K.1 Partner's Share of Income, Credits, Deductions, etc. 0, "
--
(Fonn 1065) ~ Se. ,.pardt. In,INaUan" ~@)94
~041he llNlirJ'
Inltn'WI Af'ftn_ fO<<\lk. For cal.ndlt V'" 10904 or la. vaar begInnIng , 1QG04, and endIng , ,g
Plrtner'l Idenllfylng number ~ I 74-46-5112i1 '_ ___ ~!I.~no!:~;;jdonll~ number ~ 23 : 11104892
~--
PUIlnar's namo, addross. and ZIP codo Par\rlllwl1lp's namo, addross, and ZIP codo
David M. Frey c. c. Ilullus, II. n. Duvls, et al.
c/o n. M. Frey
10111 Drayer COUl't 5 South lIunovor Street
Carllsle, PA 17013 _Carllslo, ~A 17013
-- -----
II This partner Is a rn general parlnor o IImltod parlnor F Parlnor's sharo ot lIabllllles (seo Inslrwllons):
o limited liability company member Nonrocourso , $ ....................
0 What typo of enllly Is Ihls par1nor? ~ n\~\!l~A!.P.~.I:~~m." Qualifiad nonrecourso financing $ .",,".............
C Is Ihla partner a !&J domesllc or a 0 torolgn porlnOl7 Olhor $ ...."."........'..
D Enter partner's percentage 0" (J) Doloro cl\lllllO (iii (,Id 01 G Tax eheltor roglstrallon numbor. . ~ ....""".".............
, D< tormlnaUon yw
Profit shnrfng , . .."..... % """.,,% H Chock horo If this partnorshlp Ie 0 publicly traded
Loss ahnrfng . . . ......... % ."".", % parlnorslllp as doflnod In oocllon 469(11)(2) . . 0
Ownership of capllol , ......... % ,,,..,,,, %
E IRS Cent!r where partnorshlp flied return: Phlla. I Chock applicablo boxes: (1) o Final K.l (2) OAllIeoded K.l
J AnaIYaII of Dlrtne"l caPl1aI aooount:
Ce)CopI\&IlOOOUnl It "'I CIpI\IJ contrtbuted Ie) partnor', aiwo of tmes IdJ W1thdtlwlJa and ('1 CIpI\IJ ICOOUIlI allOd 0'-
boglMlng 01 yNI durlng yNI J,", and 7. form 1005, dislrlbutlonl yNlloomblno coIUllVl1 (oj
~uklM.2 through (d))
18,756.90 0.00 . 752.48 0.00 19.509.38
(I) DI,trlbutlve ilia,.. Item (b) Amount (0) 1040 film enter the
amount In colul1V'l (b) on:
1 Ordlnasy Income Ooss) from trade or business activities .J.- } Set PIMo<'I 1IlI\nletJonI for
2. Net Income Ooss) fiom rental realeslale ac1lvltles , 2 615.29 llchedulo K.' (Form 1005).
3 Nellnoome (\099) fiom other rental ac1lvltles . 3
,
! .- Pcrt1ollo Inceme Oass):
, .' Interest 4a 137.18 Soh, B, Part I, line 1
. . . . . . . .
b Dividends. , 4b . Soh, B, Part II, line 5
. , , . . . . . , .
~ 0 Aoya/tJes , . . 4a Soh, Eo Part I, line 4
. . . . . . , . . . . .
~ d Net shor1-term capita) gain Ooss) . 4d Seh. 0, IinI 6. COl. (1) Of (g)
a NEIllong.term cspnal gain OOss), . <Ie Sch, 0, line 13, COI, (1) Of (g)
, ,
f Other portfo!lo Income (loss) (attach sclledule) 4' IlClfon~holl\lUlrllWm.
. . .
6 Guaranteed payments to partner 5 } Set Partne<'.lnaltuctJon. lor ,.
. .
6 Net gain (loss) under MCtlon 1231 (olhsr Ihan dus 10 casually or Iholt) 6 Schedule K.l (Form 1005),
7 Other Income 0098) (aNach sclHKiule) . 7 (nt"on'P~"'t<lhol'tOJfntl.m.
'~J 6 Charitable contributions (eee Instlllc1lons) (attach schedule) . B Soh, A. line 18 or 16 .
II Section 179 oxponse deduc1lon. . . 0 } SOo PAI\no<'llna\nletJonllor .
10 DeductloriS releted to portfolio Income (attech schedule) , 10 llchedulo K'l (Form 1005).
11 Other deducllons (aNach schedule). 11
=1 121 Interest expense on Inveslment debts. . . , , , , , . 12a Form 4952, line 1
1- b (1) Investment Income Included on lines 4a, 4b, 4c, end 4f ebovo bll) } Set PIMo<', 100tnJ01JoM IOf
j2) Investmont expenses Included on line 10 obovo . , , , bl21 llchedulo K.' (Form , 005),
131 Credlllor Income till< withheld 130 SIo Plttnor'. 100ltuctJonl lor
b Low,lncome housing credll: Schedole K.' (Form 1005),
(1) From section 420)(5) partnernhlps lor proporly placed In ~
service bofore 1990 . . , . . , , . , , , . , , b{ii
(2) Olher than on line 13b(1) for property placed In selvics boforo 1990 lil-
t (3) From section 420)(5) partnerships for proporly pia cod In bl31 Fonn 8566, IIno 5
service eher 1969. . , , . . . , , , . , . , , b 3 '-
(4) OIher than on line 13b(3) lor property placsd In ser/lce aller 1989 b(41
U ~
0 Quellned rohsbllitatlon oxpendllures rolatod to renlal raal oslolo
acllvllles (sue Inslructlons) 130
d Credlls (olhor than credlls shown on lines 13b and 13cl ralatod r~ I ~ ""~, ..,- ,.
to lenlal reel eslale octlvllles (sue Instrucllonsl ' I~ SchoOule K"I'D<m tQO.\),
e Cradits rolaled 10 othnr ronlal acllvitles (SOD instrucllons) , 130
.,.~
14 Othor cradlls (seo Inslructlans) , 14
OMU N 1~r. 0099
For Plperwar1< RtduaUan Acl Nallao, eo. InsINcUane 'or Form 1065,
CiU. No. 11J04A
Schtdule K.l (Form 1065) Il1G4
.........1
ftlY ~ tlO7lX . (7.N)'
"'"'
COt.4~_MbYANIA
IT TI OP
SCHEDULE D
MDRTGAGES AND NOTES
RECEIVABLE
Charles C Dallas Sr SSH 205.09.6321
All
111M
NUMllII
1
I' ,
'" '
"'i,
"
,
12/10/94
owned wltlllhe II hl 04 SurvlvOIIhl mUll be dllclolld on Schedule F.)
DESCRIPTIoN
Mortgage given to deoedent by Bruoe S and Sylvia A
Dallas in the original amount of $40,000.00 with
lnter..t @ 9X, with date of death balanoe of
2
Promisaory Note given to daoedont by Bruce Sand
Sylvia A Dallas in the original amount of
$25,000.00 with interest @ 9X, with date of death
balanoe of
""
" ,
,.
"
:,
': '
TOTAL (Also entor on line 4, Reclphulallon)
(~more space Is nHded, Insen Iddlllonal sheel1 0' slme size,)
CopvItghl (e) 11141""" ..ltwlle on/y cPSyottml, I.... .
3
Promissory Note given to decedent by Barbara D
Palmer in the original amount of $5,000,00, w/o
interest, with date of death balanoe of
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Pltase Print or T
'FILENU IIR
21.1994.1062
VALUE AT DATI
0' DEATH
31,000.00
12;00p.00
e
5,000.00
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The Commonwealth National Bank .L\
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Payabloa/ Tho Commonwoalth No/lono/Bonk, Pennsylvania,
with Interos/ 0/ rha roto of ....q',... par cant por OnI1/IIII, wi/hollt dof./carion, for volllo raco/~'ad,
,Tho Under,lgned her!by umpoWiJrs nny rUCllhonolary, clerk or nllornoy of any COurt 01 record within Ihe Unlled Sl81es or elsewhpro to
. .'.pp"r for Ih, Undolllgned ,nd, Wilh or wllhoUI decl"'llon. 10 conlell judgmenl n1 "iy lImo or limos ogolnlt '''h, ony or 'II of lh,
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Meridian
PO 00' 1102
l1oodlllO. PA 19003
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. Meridian
February 81 1995
TO: William D. Schrack III
Attorney at Law
ADDRESS: 124 West Harrisburg Street
1'.0, BOl( 310
Dil.1sburg I PA 17019 - 0310
RE: Estate of: Charles C. Dallas, Sr. Date of Death: December 10 I 1994
Accounts and Balances on Record as of Date of Death:
DATE DATE ACeR.
ACCOUNT J1 ACCOUNT TITLE OPENED CLOSED PRINCIPAL 1JiL..
SV 8338272406 Barbara S. Dallas or Prior To 1;949,69 10.72
Chat1es C. Dallas 10/25/89
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MERIDIAN BANK
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Debbie Mengel
(610) 655-3352
DMje1g/252 .
CK . Checking
SV . Savings
CD. Certificate of.Deposit
XC . Holiday Club
VC - Vacation Club
CL - Commercial Loan
IL - Installment Loan
DB - Dl.scount Brokerage
PL - Plus Loan
PH - Student Loan
SO - Safe Deposit
TR - Trust
WL - Will
LT - Living Trust
MO - Open Line of Cradi t
MG - Mortgage
LA - Auto Leasing
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CONEOTOOA AUCTION CO"PONY,IHC.
7&8 ORAYSTOHE ROAD, P.O. ~OX I
"AHNEI" PA 17545
717 m 7284
e7l19/9~ . . CONSIONOR STAmCNT . . PAOE I
CONSIONOR HU"BER I 4S89 AUCTION N~BER I 959718
NA"E I C\O BRUCE OJ,: I AS
CHARLES C DOLLh~
4937 CARLISLE PK
nECHAIIICS~UOG, ~O 17055
717763\016
PROD lin INV UHIT TOTAL COn"ISSIO~ SELLER'S
CODE HO. ...... ITEn DESCRIPTIOH ...--.. NO. OTY PRICE PRICE AMUNT HET AMOUNT mDER M
.--------------....-..--------------------------.--------.-----------------------....-----------.----------------------------------
,
102? PRo NATCHETS I 10.00 IUO loBO 15~ 1.50 8.50 157
1023 M;TOL TAPE-IOO FT.'CRAFTsnAN I 8.0B 8,00 loBO 15~ 1.28 6.80 143
1024 7 PC, SC~EU DRIVER-ROSCO 1 J.OD 3,00 ..00 IS~ . ~~ 2.5S 121
I BaS B. & t, ORBITAL SANDER I UO 4.00 UO 15~ .&0 3,40 gO
1021. CROCK l'OT-RiVAL I 4.00 4.00 UO 15% .1.0 3,40 17
1027 FLAO POLE ANCHOR I 2,08 2.08 .,00 15~ .30 1.70 153
1028 FRY PANS-3 C.I. I 12,50 12.58 .,00 IS~ 1.08 1e.b2 130
1929 SET OF FLATWARE IH ~OX'VAR, I 7.50 7.se ..00 IS~ 1.13 1..37 121
PAT, 'Ro~m
1030 BOOr.S'~EST OF TlnEs,BIRDS , 1?S8 I?SO UO I S~ 2.1.3 14.87 142
1031 ~OOKS-CO"ICS,FLASH GORDON.2 5,00 5.80 ..00 IS~ I 7~ 4.25 lit
1832 eOOl:S-7-MYTHOLOOY, ARTISTS, If..SO 12.50 1.00 15~ 1.08 18,1.2 140
j,PAL. Tr.AIL, HOUSES,ART,SPOTTY
1032 FR~nto PHOiO 0, LAKE SCENE uo 4.08 UO IS~ .1.0 3.40 156
1034 FRAm ,ASHIOH PRINT, WATER 4.00 4.00 ..00 IS~ .60 3.40 119
COLOR OF DOO-FRA"ED'OIL~ERT
1835 FRAMED DIPLOMA-C, OALLAS AND ~.OO 5.80 1.86 IS~ ,7~ 4.25 118
RIBBONs,FRAnED DIPLOMA-nCAD,
1m SUITCASE .AIRLlNE 14,0B 14.80 1.80 15~ 2, Ie 11.90 31.
1037 8 UINES 6.80 1..08 ..08 IS~ .90 5.10 137
1030 TA~L VASE-lTALIANLORAI. OPPL. ID.BO 10.00 ..00 15% 1.58 6,50 17
QEC,
103S SESSIONS U"~L C~OCr.'ELt. 7..80 7.88 I,OB I~~ 1. O~ S.95 144
1810 A~ER, FLAOH 20.80 20.00 1.80 15~ ;,00 17.80 130
1B~1 pr;. WALI:INJ SlICt:" AHD CANE 1~.03 j5.0a I,BO 15~ 2,25 12.75 140
1042 eOOKS-5'BRODY, Dhof.BALL,HOUSES, 11.,00 1b,00 1,80 IS% 2. ~c 13.1.0 lib
CIVIL,REVOLUTIOH
1m LUr;ES'VAf" IN BOX 9.BD 9,00 I,OB :5~ 1,35 7.b5 132
1044 Pi;lNTs-LOCAL .IIARRISBURQ-2 SETS 7.50 7.58 1.00 IS~ 1.13 1..37 144
1045 J PC, CARVING SET & COOKIE 5,00 5,00 1,00 IS~ t 7~ 4.25 118
CUTTEr;S
10~f, CORNING UARE-~ CASSERO~ES, 3.00 3.02 I,DB IS~ ,4S 2.55 lib
Ol ~OUL
101,7 N" PDCKE7 KllIVES S.OO 5.00 1,00 15~ In 4,25 147
10~8 LOT, TOOlB-Pl I ERS, PI UeERS, CHISE 7.00 7.00 .,80 15% ' .. ~,95 148
..I.i.J
LS, URENCH;" ETC,
1m LOT-CAMERAS,CASES, ETC, 4\i.5B ~7,50 ~,e3 1~% 7,IJ 4B.37 36
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COKESTOOA AUCTIOH CO"~AHY,IHC.
7G8 GRAYSTOHE ROAD, ~.o. BOX I
"AHHEI" ~A 17545
717 M8 7284
87119/9S . . CoH9IoHoR 9TA1mHT . . . ~AoE 3
COHSIGHDR HUmR I 4089 AUCTloH HU"BER I 950718
HAKE 1 C\O BRUCE DALLAS
CHARLES C DALLAS
m7 CARLISLE PI:
"ECHAHICSBURo, pA 17m
7177L39BIL
PROD IT" INU UNIT TOTAL CO""ISSIOH SELLER'S
CODE HO. ..-... ITE" DESCRlpTIOH ....... HO, DIY PRICE p~ICE AKDUHT HET A"oUHT SIDDER M
---.........-----....------------.------.-------------------_.-_._.-_._----_.._-_._----------_._----~.---_._.------.-.--.----------
107& FRN!ED KAp OF WEST SHORE ARSEA I 9,10 UO UB ISl 1.3S 7.&5 &5
1099 FRN!ED STILL LIFE. OILT FRAKE I Jet~O 32.50 ',OB lS% U& 2M2 188
1100 DUAL mKED PRim OF WoMAH 1 3,00 3.00 '.OB IS% . \5 2.55 29
1181 mc, DSL. SOCKET LAK~ WI I lMO 17.5B '.OB 15% 2.L3 14.&7 lSS
~RISKS
113B FRA"ED PRIHT OF OIRL, OAK 22,SB 22.50 ..OB IS% 3,3& 19.12 118
FRA"ED ~RIHT OF WOKAH
1131 FRAIlED PRIHT OF SWORD FIOHTER 4.90 4.00 .. OS lS% .LO MB m
1132 FRN!ED PRIHT OF FATHER AHD IS.0S IS.BB '.BB lS% 2.25 12.75 144
CHILD- THE DOCTOR
12BB C.STICI: LAK~S,BRASS EAOLE,BoX I7.5B 17.5B '.B& 15% 2.L3 14.87 157
LOT OF KEYS
12BI TRAY LOT 6 ITEKS, PR BRASS C. SC IS.0& 10.BO '.8B 15% 1.5B 8.50 138
oNCES,BIRD,FoLD,CUP,BoX.CARDS
12B? 2 ~LATED TRAYS I 1.00 I.BO t. OS 15% .IS .as 172
1283 \ ~'EUTER PCS., BOWLS & VASES I 3,00 3.00 '.00 15l .45 2.55 I4L
12B4 5 SUSBLE BOOKS FOR CHILDREH 1 3S.~a 3B.BB t. OS 15% 4.5B 25.50 101
WITH RECORDS
1205 TRAY LOT 16 VARIOUS FLATWARE 15.BB 15.00 '.00 15% M5 12.75 122
~CS.,SALAD SERVERS
128L TRAY LOT 5 PCS., HAIR CoKS, HERS 15,OB 15.8B t.OO ISl M5 12.75 14L
HEY KUO,STONE HORSE Br..EHOS
1207 TRANSFER KUSH CU~' I 20.0B 20.00 t.OO 15% 3.00 17.00 54
1208 TRAY LOT 12 ITEnS,LUNCHEOH ~LA I 15,00 15.99 '.00 15% 2.25 12.75 25
TES,pLATTER.W,WooD,CUSTARD CU~
12B9 TRAY LOT 9 ITE"S,3 ORAD,pLATTE 1MB 12.59 ..00 15% 1.&& 18.t2 17
RS,CoV.JAR,ASH TRAYS,BIRD Flo.
1218 BROWN BAHDtD YELLOW ARE SoWL 27.50 27.59 t.09 15% 4.13 23.37 9B
1211 TRAY LOT 5 ITEKS,SHELL SALT 01 t,OB t.BO .. OS 15% .90 5.IB 162
SHES,BRASS TRAY,BRASS KUo,VASE
1212 2 DECAHTERS,"SCOTCH" "~ER~AH" 17.50 17.50 '.9B 15% 2.t3 14.67 119
1213 BIRD & BULLRUSH DEC. mCHoR, OP 1.00 1.89 '.00 15% .1S ,8S 17
EN JAR.C.
121~ TRAY LOT t ITEKS,\ C.STICKS-C, 1 4.0e ~.OO '.08 15% .60 3.40 29
DIVIDED DISH,CRUET
1215 TRAY LOT pR BRASS C.HOLDERS,SE 5.0B 5.90 '.OB 15% f 7~ 4.25 172
RUINo PLA1E,&oy"
CON1:lIliL"
CONTINUED
"
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COHESTOOA AuenON eOIlPAHY, INC.
76& ORAYSTOHE ROA>>, p.o. BOX!
KAHHEI" PA 175~5
717 89a 72&~
87119/95 . . CONSIONOR STATE"ENT . - PAGE 5
COHSIOHOR HUMBER I ~889 AUCTION HUMBER I 958716
HAllE I C\O BRUCE OALLAS
CNARLES C OALLAS
~937 CARLISLE PK
"ECHAHICSBURO, PA 17955
7177~39BI~
PRO>> IT11 INU UNIT TOTAL CO"KISSION SELLER'S
CO>>E NO. ...... ITE" >>ESCRIPTIOH ....... NO. OTY ~'RICE PRICE A"OUNT NET A"OUHT BIDDER I
_____________..-_.______.____~_______________________~_ft.______.._.__________________________~_______________________._......_._._
1237 PEWTER PITCHER,FOOTED BDWL,DEE 20,BO 2B.80 I.BB m 3,BB 17.0B 1~2
P DISH,PLATE
1238 TRAY LOT II PCS.,FILGREE BGUL, 35.00 35.9B I.BB 15~ S,2S 29.75 172
HAPI,CUP & SAUCER,GRAUEY,S & P
283~ TABLE LOT 27 1 m.BB lBO.BO I,BB 15~ 15,BB 85.88 9~
2835 TABLE LOT 38 I 15,80 15.80 1.80 15~ 2.25 la.75 18
2837 TABLE LOT 29 1 52.50 S2.S8 1.00 15~ 7.8B ~~.&2 Ie
203B TABLE LOT 31 1 90.00 ge.BO 1.00 15~ 13.50 76.se 3B
2839 TADLE LOT 32 1 3.00 3.90 1,00 15~ 1~5 2.55 2B2
2940 TABLE LOT 33 1 8.eo 8.80 l.80 15~ 1.20 &.88 H~
28~1 mLE LOT m 1 9.0B 9.80 1,00 15~ 1.35 7.65 160
20~2 TABLE LOT 33A 1 20,ee 20.80 1.00 15~ 3.00 17.8B 161
2843 TABLE LOT 3~A I 9,80 9.80 ~.eo 15~ 1.35 7.65 2B2
2841 TABLE LOT 3~ I 3,00 3.80 1.00 IS~ .45 2.55 1&8
28~5 TADLE LOT m 1 38,80 30.88 1.00 15~ ~.58 25.5B 225
294& TABLE LOT 35 1 ?5,OO . 95.BO 1.00 15~ H.25 80.75 42
20~7 TABLE LOT 35A .1 ~o,oo 40.88 1,88 15~ 6,88 3~.OB 18&
28~8 TABLE LOT 3& 1 ~.oo &.80 1.00 15~ .90 5.18 226
28~9 TAm LOT 3&A 1 25,00 25.8B 1.8B 15~ 3, 75 21.25 29
2850 TABLE LOT 37 1 65.00 &5.88 1.80 15~ 9,75 s~.es Ie
2e6~ "ILK CAN 1 25,08 25.B8 1,80 15~ 3,75 21.25 18&
28~S BLACK/DECKER TRIr,KER 1 7.00 7.98 1.00 15~ 1.85 S.95 m
28L6 CHILDS TRICYCLE 1 4,80 UB I.BO 15~ .&0 3.~B 249
2867 ~OOD STORAGE BOX I 3,00 3.00 I,BO 15~ .45 2,55 2H
2B68 FLEXIBLE FLYER SLED 1 10,00 18.B8 1.80 15~ 1.50 8.58 147
2972 OREY TOOL BOX I la.5D 12.SB I,AO 15~ 1.88 10.~2 m
288B HUFFY EXERCISE BIKE I 20,00 20.BB 1,00 15~ 3,BO 17.80 237
2081 OREEH RUBBER TIRE PUSH KOWER 1 1.03 1.80 1.00 15~ .1S .as 1&0
2882 JR. OARDEH PLAIl1ER 1 lS,D~ 15.BO 1,00 15~ "e5 12.75 147
em OLD UEEDER 1 15,00 15,BO 1.00 15~ 2.,5 12.7S 147
2B8~ TORRO SHOW SHOVEL 1 32,50 32,50 I,oe 15~ ~,68 27.&2 2~2
GAS PO~ERED
3m A-JEWELRY.HECKLACES, PIHS, ETC 50,03 50,00 I.BO 15~ 7.50 ~2.50 89
3037 B.1E~tLRY.UATCHES, PIHS, HECKL 160.00 1~O,90 I.BO 15~ 2UO m.80 89
ACES, ETC
m8 C-1EUELRY-PURSE,IEFF. nED COLL 80.00 80.00 ~.oo 15~ 12.BO ~8.0D 128
m MEDAL,f'El:,curr ,:NI;S, tIC
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CONESTOOA AUCTION COKPAHY,INC.
766 ORAYSTONE ROAD, P.O, BOX I
KAHHEIK PA 175\5
717 69& 726\
.'
B?1I919S . . COHSIONOR STATEMENT . . 'PAoE 6
CONSIGNOR HUK8ER I m9 AUCTION NUK8ER I 959716
HAME I C\O 8RUCE DALLAS
CHARLES C DALLAS
4937 CARLISLE PK
HECHAHICS8URO, PA 17m
7177(,39016
PROD 1TK INV UNIT TOTAL COHHISSIOH SELLER'S
CODE NO. ---.-- ITEH DESCRIPTIOH ------- HO. OTY PRICE PRICE AII0UHT HET AHOUNT BIDDER .
..-------......-..--------..--..--....--........-.........---.......................-...............---....-...............................-......--..-....-......-...............
3939 2 PIPES, DICE, CROSS ON CHAIN 5.0D 5.90 I.BS 15% .75 \.25 14(,
3040 LoT-JEWELRY-HEHORRHA,CUFF LINK 20.00 20.09 1.00 15% 3.09 17.09 127
S, ETC.
3B41 JEwtLRY-NECKLACES, 8RACELETS 3,90 3.90 1.09 15% .~s 2.55 146
39\2 JEWELRY-CIO. CASE-2, HECK LACES 15.90 15.09 \.99 15% 2.e5 12.75 2t5
I'IHS, ETC
3B43 OoLF CLUBS-2 BAGS I 30.99 39.09 1.00 15% 4.5B 25.59 194
394\ STEHWARE-6 CHAHPAGHES, 2 WIHES 1 1.90 1.99 \.Bo 15% ,15 .6S 224
COV. JAR
3045 STEHWARE, ICE BUCKET, ~'ARFElTS I 5.99 5.00 \.99 15% .75 4,25 17
39\6 LOT-DLASSWARE-WIHES-5, 7 BOWLS I 4.99 U9 1.99 15% .60 3.49 166
TUIIBLER
30\7 LOT-PANEL. TUH8LERS,OLo FASHlo 2.99 2.09 \.BO 15% .39 1.79 m
HS
3971 ST. RAZOR, HAT NN, FAH-AoV. 17.50 17.50 \,90 15% 2,63 14.87 liB
HARRISBURO,2 RAZORS
3972 CENTER BOWL, FIO, FLOWER HOLDE 42.59 42.59 1.08 15% 6.3B 36,12 145
R.ALL GLASS
3073 LAHP-CUT PATTERH FROSTER SHADE 15.90 15.00 1,80 15% 2.25 12.75 4
WITH PRISHS
3B74 PRo ORN. CHINA URH FoRH TABLE IB8.00 189.99 1.98 15% 15.88 B5.80 92
LAHPS-WHITE TRIH
3975 AoATE COLANDER 10,90 19.00 \,BB 15~ 1.5B B,59 157
3B76 2 SIDED HIRROR,PEH KIIIFE, ST.S 5.90 5.90 1.90 15% .'5 4.25 2(,5
BRUSH & HIRRoR
3077 SIL. PL. TRIVET-EXPAND. 20.90 2O.OB \, B8 15~ 3,BB 17.00 B9
3976 PLAoUES-2 ,PLACE HATS, 2 ~'UZZL 3.99 J.09 \.99 15% .45 2,55 142
ES
3079 OERHAN IHPRIHT,CROSS STITCH- 4.98 4.00 \.OB 15% .60 3,40 272
GoRMAlI, AFOHAII"KIIITlED
39B9 TRIPOD,LIGHTEo MAOHIFIER,SM, 10,00 19.89 \,B9 15% 1.59 B,S9 IB6
DOtLS, BRASS PCS.
39BI ZEISS CAMERA III CASE '~lee 25,09 \,80 15% 3, 75 Zl,25 19
J982 DECAliTER-STOPPER STUCK,C~~E, . 10.00 10.08 \.00 15% 1.50 B,5o 22~
PFum PI.ATTER, HD SIOH
39B3 EARRINOS,8RASS URHS-2,FAH 10.eo 19.00 I,OC 15% 1,50 8.59 165
39B\ LOT-CROCHET & LIIIEII lTEMS'T, C 2~,00 25.00 I.OC 151 3.n 21.25 1M
LoTHS, HAI'I:IIIS, LTC
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CONESTOOA AUCTION COMPANY,INC.
7&8 ORAYSTONE ROAD, P,O. BOX I
"AHHEI" PA 11515
717 a9a 12M
87119/95 . . CONSIDHoR STATE"ENl . . PAOE 1
CONSIGHOR ~OER I 1889 ' AUCTION NU!OER I 9S8718
NAIIE I C\O BRUCE DALLAS
CHARLES C DALLAS
4937 CARLISLE PX
"ECNAHICSOURO, PA 110SS
7177639816
PROD !Tn IHV UHIT TOTAL COM"ISSION SELLER'S
CODE HO, ...--. ITE" DESCRIPTION ......- NO, on . PRICE PRICE A.~OUHT NET A"OUHT SIDDER M
--....-....-..-....-..........--..........................................-....-........................ ....................--...........-...........--......-.......................--...............
...............
388S CROCHETED T. CLOTH & PCS'IPI,AC ec.oo e8.8O \.80 IS~ 3,88 17.88 272
E MTS
3B8& CEHTER PLATE, 3 PC, CARVIHo SE 3,88 3,8B I.0B I 5~ .45 2.S5 224
T,CARVINO KNIFE
3081 CRAZY PATCH CDKFORTER.TEARS I 15,66 15,88 \.00 15% e.25 12.7S 178
3088 TABLE LAKP-KETAL I 5.00 5.80 \,00 I5l .75 1.2S 213
3B89 CHIHA TABLE LAKP-HWITE 1 6,8B 6.B8 \.Bo 15% .96 . 5.16 213
3131 WALL SHELF WITH DRAWER I 45.00 15,00 \.BO 15% t,75 38.2S &1
3251 KICROWAVE OV!:N . I 45.00 15.8B \,0B 15~ t,15 38.25 st
3251 3-DRAWER SHAVINO STAND WTIN I 80.00 B0.oB \.00 15% 12.BO 6~.BB 112
"IRROR
m8 SNAVINO STAHD WITH KIRRDR to.0o 6B,BB \.0B m 9,0B 51.BB m
SK, DRAWERS
3m OPEH ARK CHAIR. ROSE DEC.oRH, U I 36.B~ 3o,Bo \,BB m 1.,50 25.56 123
PHOLSTERY
326B HEARTN TOOLS AHD STAHD I 4.8B 4,60 \,BB 15% .t6 3.40 321
3m FOOT STOOL-UPHoL, 1 22.50 22.5B \,00 m 3,38 19,12 I
32&2 ROCKER-NEEDLEPOINT SEAT 1 25.0B 25,00 \,00 m 3,75 21.25 191
3271 UPNOL. ARK CHAIR-ooLD TWEED- I 5.60 5.99 \.60 15% . ?S 1.25 31&
WOOD FRAME
3212 OOLDSMITH CHEST OF DRAWERS 1 510.60 510, BB \. BB IB% SI.BB m,BB 123
3213 BOOK CASES.OPEH FRDllT 3 30.00 90.BO \.BB 15% 13,56 7&.5B m
3214 01\1: ROLL To~l om I m.6B 175,00 \.60 m 2t,25 1\8.75 123
3m KAHOO, CHEST OF DRAWERS 1 315.00 375.00 \,68 10% 31.56 331.58 I
3m WEST BRANCH CEDAR CHEST.LOWE~ I 325.00 325,BB \.BB 18% 32.5B 292.58 19
DRAWER
3277 OUEEN ANNE TEA TABLE-CANDLE AR 10~.0o 100.BB \,BO 15% 15,0B 85.BB I
"S
3219 PR, 1'OSTER BEDS. TWIll I 490, DO m,BO \,oB 10% 19,Bo 111,8B 4
32B0 2 BED SIDE STANDS-oRN. I 40.00 10.00 \.00 15% t.OD 31.80 Il2
3281 TEA CART-TRAY Tm' I 160,00 ItO,0B 1.00 15% 21.06 m.BO 4
3287 SKoKINO STAND, J-DRAUER milD I 17.50 17.50 \,00 15% 2.L3 lU7 29
oREEN
3288 sm DACi: STAHD-VENEER It LOOS 3.0r. 3,00 \.BO 15% .4r. P..55 . 29
E
3289 UPHoL. WINO STYLE CHAIR AND I 10.00 10.0B \.00 m 1.58 8.56 123
onOMAH
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CONESTOOA AUCTION COKPANY,INC.
768 ORAYSTONE ROAD, P.O, 90X 1
~EIK PA 175~5
717 898 728~
87/19/95 , . CONSIONOR BTATEKENT . . PAGE 8
CONSIGNOR ~8ER , ~009 AUCTION NUK8ER l 958718
NAil!: , CIO BRUCE DALLAS
CHARLES C DALLAS
m7 CARLISLE PK
KECHAHIC98URG, PA 17055
7177639016
PRGD ITK INV UNIT TGTAL COKKIBSION SELLER'S
CODE NO. ...... ITEK DESCRIPTIOH ....... NG. m PRICE PRICE AKOUHT NET AKOUHT BIDDER I
.....----------.---------------.-----------.--...-----..----------...--------------------..-----------------------------.-----------
3299 SK. STAND 1 ao,oo ao.OO 1.00 15~ 3,00 17.00 Ja2
3291 LEATNER ur'NOL, OPEN ARM CNAIR 1 1.00 1.00 1.08 15~ t1~ .8S 29
3292 BKOKIHO STAHD ASH TRAY, STOOL 1 1.08 1.00 1,80 15% , 1~ ,as 29
3293 C.I. DARDEN TA8LE'WHITE,U,I. 1 30.00 30.00 1,08 15~ M8 '~t5B 3B6
TASLE
329~ COFFEr. TABLE-TRAY TOP 5.00 5.08 1.00 15~ .75 US ~
3295 2-0RAWER FILE 12.58 12.50 1.09 15% 1.88 10.62 105
3296 RUSH SEAT STOOL, WIIIDSDR STYLE 5.08 5.00 1.89 15~ .75 4.25 3IB
CHAIR
3297 3 VAR. FLOOR LAMPS I 17,58 17.50 I,B8 15~ 2,63 14,87 327
3298 BOFT WOOD DROP LEAF TABLE 1 18.88 le.eO I.B8 15% 1.50 8.5e 29
3299 KANOO. FRAKE WALL MIRROR 1 1,88 1.08 1.88 15% .15 .85 29
33B8 SINOER ELE. SEWINO nACHINE 1 ~5.98 45.B8 I.B8 15% 6,75 38.25 319
3381 VAHITY,STOOL, MIRROR 1 95.B9 95.09 1.88 15% 14.25 88.75 ~
3382 OAK CHEST OF DRAWERS 1 110,88 110.80 1.80 15% 16,58 93.58 118
3383 15 PC. RATTAH FURNITURE 1 ESteS 25.00 1,80 15~ 3, 75 21.25 3~3
330~ WHITE CHAISE LOUNOE'KETAL 1 ~.80 ~.09 1.80 15% .60 3.~8 32~
3385 2 CARD TABLES, 5 FOLD CHAIRS- 1 10.88 10,08 1,80 15% 1.59 8.50 m
KETAL
3388 OPEN FRONT PEWIER CUP80ARD 1 35.00 35.08 1.88 15~ 5.25 29.75 3~B
3309 2 FLOOR LAnps 1 3,88 U8 1.08 15% .45 2.55 118
3318 ADAns STYLE OPEN ARn CHAIR 1 27.58 27.58 1.08 15~ 4.13 23.37 19~
3311 CEDAR CHEST 1 35,00 35.88 1.00 15% 5.25 29.75 118
3336 BRIDOE LAnr' 1 20,88 28.08 1,80 15~ 3,oB 17.88 3H
TOTAL OROSS SALE AKDUHT
ACTUAL SALES TOTAL
LESS COMISSIOII
LESS P1CK.Ufl FEES
FUKIOATIOlI
6,198.50
6,198.59
844.95
~BI,20
1.00
Y~
TOTAL HET PROCEEDS
M 202
TOTAL DUE TO SELLER
4,943.35
4,943.35
HOTE I TNAJir..yOU
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COIIFSTOOA AUCTIOII COMPAHY,IHC.
768 ORAYGTOIIE ROAD, P.O. eox 1
~AIIHEIM PA 17545
717 898 72M
B7I2619S . - COHSIOHOR STAmm - - PAGE I
COHSIOHOR HU~BE:( I 4089 AUCTlOH IIUMD\R I ?~O725
HAXE 1 C\D BRUCE DALLAS
CHARLES C DALLAS
4937 CARLISLE PK
~ECHAHICSBURO, PA 17055
717763?BI6
PROD m IIIV UHIT TOTAL CO~nISSIOH SELLER'S
COOE HO. ------ :TE~ OEscmr:oH ___n__ liD, OTY PRICE PRICE A~OUHT IIET MOUHT DIDDER M
.~_._~_~~"..__~_4~._~._~__._~_.__.________.___________~-----_._---------------------..---------------------.----..---.----~----~--.
2107 SUORD- ROI'E T~IST/DRAS3 HAIIDLE 200.00 200.80 \.BD 15% 30.00 170.00 254
, LEATHER SHEATH\
21SJ 3 STRlilGS CF BELLS- SO~E wm 00.00 80.03 \.00 15% 12.00 68.00 24B
2308 IR. TRAHS. DEC. CHlIIA UR1,S- 130.00 130.00 1,00 15% 1?50 110. ~O 213
CZECa
2309 GREEK F~ORAL lUTE I 5.00 5,00 \,00 15X ;J~ 4.2S 127
2310 PRo BLO~H VASES- CLEAR I IS.BO 15.00 1.00 15X 2.2~ 12.75 7?
2311 3 PCS, eOHIEMIAH OVERLAY- RED I 100.00 10B,00 \.SO 15X 15.0B as.BO 170
2526 rEH/ rEIICIL SET - STERLlIIG I m.oo m.oo 1,30 15% 40.50 m.50 2?4
2527 POCRET KHIFE CO~80 I 20,00 20.00 1,00 ISX 3.aO 17.30 m
2528 UALTHAM POCKETUATCH, I 65.00 65.00 1,00 I~% ?,75 55.2Z 233
PEHDAllT UATCH- OL Y~IPIC
2529 8 DAY CLOCK- BAILEY,eAIIKS, 100.00 100.S8 \.00 15% 15,08 85.00 m
BIDDLE
2530 UALTHAM POCKET UATCH & F08 I 110.00 110.00 \.00 15% 1&f~O n.50 277
2m ~ESH PURSE & CASE I 45.00 4S.ao 1,00 15% 6.75 38.25 248
2532 BEADED HAND BAO SOME m-ERAn I 15.00 IS.~O 1,00 15% 2.2S 12.75 16B
OliS
2SJa 2 BEADED DAOS I sa.oo SO.BO \.00 15% 7.50 42.50 160
2534 2 BEADED BAOS,CHAHGE PURSE 1 20.00 20.00 \,00 15% 3.BO 17.00 240
2b8& CUP/SAUCER-CAlIIERDRIAL PATT., 1 1?S0 17.50 \,00 15% 2.63 lU7 249
L~MOUGE CUP/SAUCER, ASHTRAY
2b87 PLATE- PORECLAIII- FLORAL I 5.00 5,00 $, 33 15~ .75 4.2S lSS
2&88 VASELI~E FLUID LA~P 1 110.00 110,00 \.00 15% 16.50 93.50 180
2b89 FULPER FTO, 80WL W/ HAIIDLES 1 m.03 130.88 1,30 15% lMO 11MO 170
2b90 DE~ATASSE CUPS/SAUCERS- 8 I 35.00 35.00 1.00 15% t' :)C' 2~. 75 l?J
"'H."
SYRACUASE
2m OEK.CUPS/SAUCERS OLD IVORY 40.00 43.03 1.00 15X b.3B 34.80 249
SYRACUSE 12 SETS
m2 LO.EIIGLlSH MICElI 8LUE 0111011 20.00 2G,00 1,00 15% 3.00 17.03 42
~'LAmR C.
2m BUREAU BOX PLATED 1 5.00 S.OB 1,00 15~ .75 4.25 330
2m PR OF DR ASS CAli OLE STICKS 1 75.00 75.20 \.00 15% 11.25 63.75 24?
ms PR OF OPERA OLASSES,KOTHER O~ 1 2?S0 27.50 \,00 15% 4,13 23.37 240
PF.ARL PARIS
e706 BELEEK PITCHER FRUIT DEC. 25.00 2S.0B 1.00 15% 3, 75 21.25 262
L,ALOHO DASE RIHG
COI1TIHUED
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CoNESTOOA AUCTION COMPAtlY IINC.
768 ORAYSTONE ROAD, P,O. BOX I
HANNEIN PA 17515
717 098 7284
07126/95 - - CONSIONOR STATENENT - - PAOE 2
CONSIONOR HUMBER I 4B09 . AuctiON NUMBER I mm
NME I C\O BRUCE DALLAS
CHARLES C DALLAS
4937 CARLISLE PK
~ECH~~ICSBUROI PA 17B55
7177639BI~
PROD m INV UNIT TOTAL COMMISSION SELLER'S
CODE 110. ------ ITEM ~E9C~IPTION ------- NO, OTY PRICE PR:CS ~~oUIIT IlET AXOUNT BIDDER M
.........w.___...______..._____.___...___.._..__.._.____._____._.._..___..____..___________......___________._.._M___.._________...
2794 CONESTOoA WAOOIl WI 4 HORSES- m,oo 250,00 1.08 I~~ 37.SC 212,~0 287
SOME WEAR
2795 THE CLOCK BOOK BY IIUTTiIlG 2B,00 2B.00 1,00 15~ 3,00 17,8B 114
2796 PA CLOCXS AIID CLOCK~AKERS 12.~0 12050 1.00 I~r. I.AD 10.52 340
BOOK
2797 WORLD OF ANTIOUES AND PRACTICA 3.aa 3.aa 1.30 I~~ .~~ 2.SS 4
L BOOK OF ANTIOUES
2798 CHESTER CO. AND ITS DAY BK. I I70SB 1M3 I. De I~~ 2.53 14.87 345
2m FRAMED COACH IN FLOOD PRIIIT I 85.00 oS.aa I. 00 15~ 12.7S 7~.2S m
2800 FRAMED PRINT-MAIL COACH IN I 6S.se 65.aa 1.00 I~~ 9.7S S~.ES 196
THUNDERSTORM
2807 FRAMED PRINT- FOX HUNT IS.0e Is,oa ..3B ISX 22S l2.7S 34S
m8 Fr,AnED PRINTS- oolllO TO COVER, ISO.OO 150,00 1.00 15~ 2a.~D 127.~0 91
FULL CRY, BREAKlIlO COVER, DSATH
2889 FRAMED STEEL PLATE ENORAVIHO- SO,OO SO,08 I.UO 15~ 7.50 42.S0 2S9
MAN AND 0003
2821 I- RUO- 9 XII... STAlIlED I IS. 00 Is,ao 1,03 15~ 2.25 12.75 254
2822 2- RUD - 90S X 13-3- STAlIlED I IS.OO IS.00 1.00 ISl 2.2S 12,75 254
.2823 3- RUG- 18 X 14- KARISTAN 1 100.00 180.0B 1.00 ISX IS.00 8S.0B 4
2848 nAHG. EXT TABLE- PEDISTAL BAS. 1 m.BO 750. BO 1.00 10% 7S.0~ 615.00 34S
2841 VICT. NEEDLEWORK FIRESCREEN 1 7S.B8 7S.aB 1.B0m 11.2S 63.75 2S9
2SS2 "AHO. CHIP. WALL MIRROR 1 55.GO ~5.Ba 1.00 ISl 8.25 4&.7\ 3SB
2B6~ SomOGO DOUGN BOX 011 STANO 1 m.aa 2S0.00 1,03 IS% 3M8 212.\0 . 254
2m OILT CONVEX MIRROR EAGLE DEC. 1 130.00 130.80 1.00 IS~ IMO 11 O. SO 337
2B74 "AHODANY FEDERAL CARD TABLE 1 140.Ba 140.80 ., ao lS~ 21.00 119.80 2S4
237S WROUOHT IRON S.TTEE I 310.08 Jl0.88 ~,OO 10l 31.ao 271.00 4
2876 PR OF "ATCHIHG CAST I~OH BENCH I IS0.80 15a,00 ., DB ISl 22.~B 127.5a 4
ES FERU SIYLE
2880 "ARBLE TOP CHEST OF DRA~ERS 1 37S. B8 37S.08 1,30 lOX 3MO 33MO 233
CARVED WOOD PULLS
2881 E~PIRE SGFA "OLDED FRAnE 1 175.08 17S,03 1,08 15% 2..2S 140.7\ 333
2084 KEY M 3 EMPIRE SIDE BO~RD 1 35a.00 3S0,00 1.30 la% 3\.00 m.8B J4S
2892 VICTORIAIl STAND 1 6MB 6s,aa ..aa ISl 9.75 5S.2S 38S
2m CHILDS RUSH SEAT LADO~R BACK I 45.00 45.Ba ~,OO ISl 6,7~ 38.25 JS4
CHAIR
2m EMPIRE FOOT STOOL 230.BA 230.0a 1.30 IS~ 31.sa 195,S8 2S4
UPHOLSTSRED TOP
r " II T T II II r. f'l
,-'" '.I'~\ J(;i' . '/1 ",'j. ," ' '.. ' " .',.
l~hr"~...!.,,yIMi'i\t,,I',."'.r"'!I. "'." ,'.i
...- .~..,_,.:.._1l....,,_.v_, 0,..11...1,..., ,_._ _' ..',.,
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CONESTOOA AUCTlOII COr,PAHY,IHC.
768 ORAYSTOHE ROAD,. P.O. BOX I
nANHEln PA 17~4~
. 717 89a 728~
8)/W~5 . . COIISIOHOR OTAmm - .
COHSIOHOR IIU"DER I ~089
IIAKE I C\O BRUCE DALLAS
CHARLES C DALLAS
~~37 CARLISLE PK
nECIIAIIICSDURO, PA 170~5
, ,
PAOE 3
AUCTIOII HUMDER I ~507C5 ,
7Im3~01~
PROD m IHV ulln
CODE /10. ......!TEn DESC~IPTlOII ....... 110, OTY PRm
TOTAL
PRICE
CO~~ISSIOlI SELLER'S
AMOUNT . ~ET AnOUIIT
omtp. K
....--..........................................................................................................-......................................................................................
..................,...........................
2m 6 DIHIIlO CHAIRS
SPLAT SACK
ms 2 RUSH SEAT CHAIRS
FEDERAL PAIIITED Dr:C,
P.90~ DOW FROHT COHVEX nlRROR
EAOLE FlNHEL
2901 LOW somOOD DRY SlIlK
. I
~OO.OO
70.30
100.00
400.001.00 10% 40.00 3tO.DO
~~~
70,80 $.00 I~% 10.~8 59.58
m
IDO.DO '.00 I~% I~.SO 85.00'
337
1
30D.OD
300, DO 1.00 10% 3S.30 270.3B
44
TOTAL OROSS SALE A~OUHT
AC1UAL SALES TOTAL
LESS co~nIS3IOH
FUMIOATIOH
6,m.so.
6,483. OS
84M2
9.SS
CO~ETEDl ' YES ~
TOTAL NE1 PROCEEDS
" 57
TOTAL DUE TO QELLER,
,5,m.78
5,m.78
HOTE I THAIIK-YOU
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A I I I' tl/'u t.lt.lili
1'1
~. ,....
Powd\lr Plst\ll Wads, eel and Jlrdeml
Shotshell Pruners,
71, Fenwlrk WoolhlrtAIlI l'IN~IlC
Sporlnlll and ~ M(llded Plastic Duck
Dceoy~' Condillon: UR~tl, Oood (~().40).
73, Slrrrll "ullth: Vllrl\lus CRllhm:
,22, ,2~, 30. 7mm, ,:\38 and 44. D Roxcs
Total. Condition: SOllie Used, Some
Unopened (30.~0),
74, lfol'nRdy lIullclsl VRrlolll
(:RlIbcl'li: JO, 71011I, ,H8 nnd IOlllm. 7
Il(lxes Tutn!. Condition: Sume \hed, S(ll1le
Unopened (JO-~O)
7~. SJlW' lJuIlC15: VHI'ioIlS <':lIl1brrs:
,38 )'IRslie, J7~ alld 44. 4 floxeR Total.
Condition: Unopened (20.40),
76. Five nlrscollk Sighh: 2 Simmons
M 21060 4xn WV \)eeOeld, I Rillc~c\lpe
4x20 wI Lens Cap, 1 Sillllllons M 2100(1 wi
Lense Cap, I Ilushkill Sp\lrtvicw ~xC)xn wi
Lcme CHP- Condition New. ~ Slill in D(lx
(1 SO-200),
77. 3 WeRnl' S('ope MOllllls, l.ensr,
Cover~, Sell Thru Scope M(l11111 und lOx
Sporting SC(lpe. r.ondition: NIII (110-100).
78. 2 C"Ih: A.J. CRmlle Turko)' CRII,
Holly Callel' Deer CRII. ~ Casselle Box Call
Chalk, JCLI Ilrnss Relt Buckle Rnd ~ Nimrod
Bow Slinlls. Conditioll, New (JO.~O)
79. Lol of 3 Bolllrs Odor "'m SORP,
Tin 01' .Sllo,SoRI WlltC'lHU(lfing, Bagl of
Cleaning Patches, Smiling Mink Leather
Water Proolt'.J', Rcmington C\lUnler Seelll,
In~ecl Repellellt, 01hor Hun1er'~ Aids.
(:ondllloll: Now (20-4(1).
, \"VUl.. I U\JlI ItV(,' ,I.
1,1.1..
110, Box or ReloRdlng <':olllllOnenl~
Including 2 MEt Versa.Mee, , J .yman
SpRI'IRn "res~ IInd Other Aceessorie~1 Gun
Sleevo- Conditiun' Usod, Quud (~O."O),
II 1. 3 I'llIslle CI'O\\' Ilrroy~, I GO(lse
Decoy. Minnow Buckels. Smith and Wesson
Hllndllun Posters and Snmll Uox Sawed Up
Targets" (\mditiOII' New pO.~O).
6Z, 6 R<.:BS RC'lol\dlll~ Pies III lJox,
,22.2~O, J7) H & II. .222 Rem, J~7 MlIg"
,~H Spec., IInd ,24" Win- C(lllditi(ln: Used
(40.60).
83, 4 UCBS Rt'loRIllng Dies III Jlox:
,22.2~(l, 7.70 Win, J~ Spec" 7mm, .17
Rem Bullet Souler, 300 SIIV, Shell Rosizer
Plus Other COlllpO)lellts. Condilion: Used
( 40.60),
84, 2 AdvRnrcd 'J'crhnolog)' SKS
Monlt' CRrlo Stocks Rnd Sh(llgun PiSlol
Urip' Condilion: New in BRg (~0-75),
c?:, .~08~_.~ ~.")
~ Mixed Amlllunllion Rnd OUlen
~lIlllg Kil, PlIl'liRI Jlux Remington 12g11
Nu, S, 4 lIoxos22 clI1.. ~ lire Shol IInd I
Full Box J~ S & W. Other LooRe
Cflf1ridge~' Condition, Good (20.40),
~ Pel'('lIssloll Full Slork Rlllr, .36
~42" OClagonal L1Rrrel, Hrass Mounted
Including Patchhox wI Sel Triggers-
Conditilln: Poorly Rcsl\lcked, Loek Nds,
Adjustment- FRir (I OO.12~),
~ l'c,l'cussioll Full Stork Fowler, ,~O
~46" Purl OCIlIgon, l'ur1 Round Dr1.,
BrRss Moullted wi Patchhox, Lock MRrked
"'Wwllnled". Condilion: Hummel' 1111\1 Screw
n RoplRcement, Wood RepRir Hehlnd Lock,
~ . t,
'J-ltUtu' ')~ I" I .. U
., .
."")
~ I III UYU ".~U
f',UJ
I.. ,..
Stook wi Nllmeroll~ Dings, Original R(1d-
Fall' (I ~0.200)
~ SI~\'~nl SprhlllOrld M 1 ~ S~ J(ln~,
~I, No SN, 22.'1 R\lund Arl.. Condrlion:
Scattered J.isht Surface Rust, Chip OO"I'(1e
ofSlock- Guou (40-60),
~ "SII\'II~r M 990 'J'IIkr J)OWI~, H1nf,
~ MV, eal., SN 281241, 24 BIL.
Condition: Forend Mi~lIlalehed, Wood
Refinished, Chip of OUl of Toe of Stock
(17~-22S),
~ Fox Slrrllngworlh ""rld Grndr DU
~nnl 12 ga" SN 1187.15, 281' Arl~-
Condition Very Uood (400.S00),
~l'S Revolvrr Co. Rf\'olver, J2 eal,
~113, ~" OrL. Condition: Worn (jl'ip~,
Nu Finl~h; rurehanu & Wad~wurth
Itevlllver, J2 ea!., SN H4UHO, :l 1/4" Hrl,
Nickeled. Condition: (;0% Nickel, (j(1od
Grips; Ilarrington & Richnrdson Revolvcr,
,~2 eal., SN 127S97, ~ 1/4" Brl. Blued-
Condition: 60% Blue wi Surlllee RUSI All
Three (90.110),
Cons. 4492
9ZR, British SMLE Mk !II RIOt Altered
10 Shotgunl ,410 ga SS, SN 8182Tl Ualed
1948. Condltiun. Magazine Well wi Wood
Insert.ll'air (40-60),
(.'ons. 4370
113R. IImltll 682" Snprr Mono/OlI
Trip Sholglll1, 12 gll" SN sn 1 H, wi 2
lJrl~" One 34" Single Iirl, and Onf OIU 29
1/2" Brls" Hoth wi Raised Venlltib and Adj,
Choke, Select Monte Carlo Slock.
Condition: Used, but Vtlry (Iuud, Minor
Stock Oleml~he~, SIIII In Original Flox wilh
~UtjE~IOijll IjU~I'11
t"",
all Tag~ (I000.12~O),
114R, Wlnchell"I' DIIIllIond (;rlldr 1010
Umhll\le Trllp Sholgun In Winchester 1I11l'd
Cm, 12 (III I SN DO S~471)7H, n" Arl,. wi
Select M\ll\te C:"~rl(l Stock wi Recoil Pad,
Hillh Rai~ed Venl Rib, Ex!," Will Chokes
ftlld Ad.lllsllllonl Tool. Condition' Fine
(1200-1400).
9!i1t. HhllclI 41<: SllIclr UlIrrcl TI'IP
Shot!:un, 12 I.ln, SN ~44()20T, 32" BrI, wi
nal~ed V<,nl Rib. Condition" Hngraved
Jiral11e Shuws SUnlC Case, Recoil Plld is
Ad,illslnblc. Very Good (llOO-IOOO),
COIl5, 1661
96, l!i Do~"s. 2S Aulo.. ~O Rds. t:ach.
97, 16 HRgs-ZOO Rds, ERCh 223 wi
JlIRlIk "'iring I)cvkc AIU!i,,16.
98, :10 1I01cs- ZO Rds. ~Rch 223 "Me.
99. 6 Dous.SO Rds, ERfh 4!1 Aula HIIII
SllrN'.
100. 11 8o~"s.J08 Sorl Poilll 180 (iR
rMe.
101. 6 Drirks.!\OO Rds. J':Rch Z2 I.ong'
RlOr.
102, 11 BRndoleers. 48 Rds. ElIrh 30.06
III GlIrftlld CIII'S,
103, 15 UO~fs' 380 Auto SllIl' Fire,
104. 10 Dom. SO Rds. F.lIfh 30 ClIrblnc,
REM.UMC.
I o~, 10 Rrlrlu. SOO Rds, .:Rfh rM(,' 22
LOllg Rlnr ZRp"er,
, ".., . '_' _'._'.'.L" 10 ! .' '.J' I 1._1_
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~~ERoNi&UE% '~NTI~m1%
Member - Nuw En~land Appraise,. ^!loclltlon
Mcmber - lnt.l1lallolllll Soclely of Appraiser.
124 SOl Market Street . Mechanlcsb\lr~, Pa, 17055 . (717) 697.4924
ROMAYNI! SHAY MILLER, Prop, August 15, 1995
Mr. and Mrs. Bruce Dallas
4935 Carlisle Pike
Mechanicsburg, Pennsylvania 170;5
Dear Mr. and Mrs. Dallas:
This is to certify that I have received certain items
from the Estate of Charles C. Dallas to sell in my shop on a
consignment basis. Please see attached list.
Goods may remain the shop for a periOd of one year after
which time, if the articles are not sold, they can be left in the
shop for an additional period of time by mutual consent of the
owner and myself.
My commission fee is 3; 1/3% of the selling price of the
item. These items are not covered by fire or theft insurance but
all due caution will be taken against shoplifting.
I have estimated what these items should bring at retail
time is this list to be used or construed to be an
for estate purposes.
but at no
appra i sal
Thanking you in advance for allowing my firm to be of
service to you in this matter. If you have any questions, please
feel free to oall.
Very truly yours,
,)foR NIQUE'5 TIQUES ~ c\
, ./),,1>7114 I
, I
ON I
RSMIS
ene
ee: Barbara D. Palmer
ANTIQUES - COLLECTIBLES - APPRAISALS
FINE METALS REFINISHING & REPAIRS
'I\JLI"~... '~.,).., il.'....., t"'lll'l lJl:./'; A:."-.I':l.lllt\'t '~. UI'I'IU~
~
IU
u/ 11.j.'.~lU.J.) ,',U,:.,
~
'VERoNi~UE~ ~TI~U$
Melnber - N~w Enuland Appra'ierl Aliocla'ion
Member - Inlomallon;d Soclely of Apprallerl
124 So, Market Street. Mcchanicsburg, Pa, 17055 . (717) 697-4924
ROMAYNE SHAY MILL~,R, Prop. August 1.5, 1519'
MJ& Barbara D. Palmer
140 Woodland Road
Fredericksbvrg, Virginia 22401
Dear Barbara:
Enclosed herewith is a copy of all of the items that
I brought to the shop to sell, alon~ wIth a copy of my letter
to Bruce and Sylvia.
Sylvia keeps calling and stating that her lawyer is
leanlnQ on them to get this appraisal to him so that he can
finalize the estate.
However, you will noto that I am emphatic about this
not being an appraisal. In the first place, when 1 take items
into the shop on a cons~gnment basis, I never put a fIgure in
writing on the consignment list. But because she wanted some
kind of a figure, I did.
If I were doing an appraisal for an estate, it would
never be done like this. Any previous appraisals by others cannot
be used for estate purposes and the values would be outdated.
In the case of silver apprYlsHls done at the height of the silver
debacle in the early 1980's, this volatile situation must be taken
into consideration and that is that olIver is at a low point.
If you have any questions, please call me.
Very truly yours,
VERONIQUE'S ANTIQUES
ROMAYNE SHAY McMAHON
Proprietor
RSM:s
enc '
cc: M/M Bruce Dallas
ANTIQUES - COLLECTIBLES - APPRAISALS
FINE METALS REFINISHING & REPAIRS
.. .'
".~" I l'I~' ..J'-'41\L Itl,', 0.' WI I 1'.L
lU
"
Charles C. Dallas~
24. Copper Tea Kettle
2'. Cendl esnuffer, bras 9
STERLING SILVER
"...."
26. Nut cups (12)
27. Candlesticks (low) I pro
28., Bread & butter plate
29. Compotes (2)
30. Cigarette holder
H. Ash trays (2) tiny
J2. Bowl, scalloped
". Glass compote w/silver rim
34. Carving Knl fa & Fork
35. Teaspoons (0)
CHINA & CRYSTAL
36. Set of Dishes, Servo for 12 . Austria
37.. Bot tle, green glass
38. Crystal knife rest
~9. Mother-of.Pearl knife rests (4)
40. Sugar & creamer, porcelain
41. Compote, porcelain. German
42. Custard cups, aluminum (glaS$ inserts) 8
4~. Glass candlesticks (2)
44. Mayonnaise Set
45. Plates w/bird scenes (0)
46. Limoges dish, very tiny
47. Sherbets, gold rim (6)
46, Pitcher/4 glasses (etched horso) glass
49. Sugu Shaker
50. Water Classes (7)
'1. Noppy Dish, cut glass
(;.I1'I'f.J.-.iU.'... I .U:'"
Page 2
$ 75.00
$ 10.00
$120.00
$ 60.00
$ 30.00
. $100.00
$ 25.00
$ 2'.00
$ '0.00
$ 50.00
$100.00
$150.00
$400.00
$ 20.00
$ 30.00
$ 60,00
$ 40.00
$ 25.00
$ 40.00'
$ 25.00
$ 30.00
$ 50.00
$ /J.ee
$ 60.00
$ '0.00
$ ;SO,OO
$ 70.00
$ '0.00
. .
'"lUll" .....:. '~ ~I.I_, JJ' .<, '"hUrl Ill',I" :.JLt..l\lllll\I'~ U/-t'IU:. IU Ht'J'('.U....:JU~..) ,",Ub
,CHARLES C. DALLAS ""'\ r-, Page 3
52. Relish Dish, cut glass $ 30.00
5). Mustard Jar $ 20.00
54" GOblets (5 ) - Rail~bow colored $ 25.00
55. Wine Glasses (5 ) some os above $ 25.00
56. Clear Cilass goblets (8) $ 40.00
WEDGWOOO GREEN JASP~RWARE
57. Pitcher , large $ 75.00
sa. Candy Dish $ )5.00
5S/. Vase, 4" h. $ 20.00
60. Pitcher, sma 11 $ 25.00
61. Pitcher, medium $ 35.00
62. Pin Box $ 20.00
63. Pitcher, urn shape $ )0.00
64. Candlesticks, 1 pl'. $ 65.00
65. Box wi lid , tiny (2 ) $ 40.00
66. Cup and Saucer $ 25.00
67. Box wi lid , medium $ 25.00 '
MISCELLANEOUS
68. Brown pottery pitoher $ 40.00
69. Vasos (2) German $ 50.00
70. Ash trays (2) $ 20.00
71. F'igurlne, IriSh Setter $ .20.00
72. Trivet $ H.OO
n. Limoges saucer $ 3.00
J
~
TOTAL P, 06
"
, "
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, ",
pHARLES C. DALLAS
~
f"":', Page' 4
..
...
74. Pedestal, alabaster
75. Print of Covered Bridga in frame
76. Luncheon Se.t - Porcelain handpainted w/gold
flowers - consisting of the following.:
12 luncheon plates
12 cups and saucers
12 bread & butter plates
Total for set
.77. Cream Soups and saucers (6) Handpainted gold
rim. Monogram: "5"
78.. Dinnerware Set Porcelain - Pattern: Emp{re
Consisting of the following:
12 Dinner Plates
12 Luncheon Plates
12 Bread and Butter Plates
'12 . Cups and Saucers
12, Cream Soups and Saucers
Total for Set
."
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$ 50.00
$150;00
$ ,60 . 00
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SLOATS PA74
FAX 717.299,0289
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350 Cen/cruille Road
Loncas/er, PA 17601
(717) 299,1211
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DATE /) / (~ 1.)
SALES INVOICE 0
PURCHASE ORDER 0
CONSIGNMENT 0
SPECIAL INSmUCTION OR
NAME
S:vl~-Du ()(J./o--C.. ___
I tic. ~ ., -"C L ^ yt.J... TERMS
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SOLD 0' CASH I CUECK J !.iHHIPEO VIA . ClCONVENTION I;JOTHE~
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QUANTITY DESCRIPTION UNIT PRICE A aUNT
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RECEIVED BY
THE OOODS DESCRIBED AND VALUED AS ADOVE ^RE OELlVEIlEO TO YOU FOR EXAMINAlIDtI AtlO IN5flECTlON ONLY MlO nEMAIN OUR flROl'ERTY SUnJECT TO OUR onOEn AtID SHALL
BE RETURNED TO US Otl tlEI.4AND, SUCH MI:RCtlANDlSE, UtlTlL Rr.TUANEO TO us ANO ACTUALLV nE(',F,II/ll(J ARE AT YOUR RISt< FADM AlL tlAlARns. NO AICiUT OR P(M'ER IS OlveN TO
YOU TO SELL PLEDGE UVPOTHECAH, OR OTHEnWISE OI~fl('l9E OF HIlS MEnCHMH)lsE REOAROUiS5 OJ' rnlOfl TnAN!i.\CTIONS A SA,U OF HHS M~ACtWI01!;E CAN ONLY Ae EFFECTI!O
AND TITLE W'ILL PASS' ON LV IF. AS AND WtleN W[ litE !WlJ OWNeR SUALL AonEE TO SUCH SA.LE AND" nlLL OF fiALF. nwocm;o TtltlltrOR
WOI112$
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REV. 'S10~X. (loll)
COMtlRMMaMbYAH'A
ESTATI Of
SCHEDULE Q
TRANSPERS
Plen. P,1nI or T
fiLE NUMBER
21.1994.1062
Charles C Dallas Sr SSO 205.09.6321 12/10/94
THIS SCHEDULE MUST II COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAQE Z IS YES.
ITEM OESCRIPTIoNOF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER Includo..... of It>o 1"'!'.!"!1I.'~' OF ASSET '/oINT, DECEDENT INTEREST
I I Mf.r.
1 Mellon Bank ckg account
1822726327 registered to C C
Dallas of Bruco S Dallas 105,114.00 LOO.OO~ 105,114.00
Less exclusion (3,000,00) 0.00
,
I.
, ,
,
,
,
,
,
I
,
,
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TOTAL (Also onlor on line 7, RocIPhulallon) 102.114.00
(II mort SplCO Is neod.d, InStn Iddhlonol sheols 01 same slzo,)
Copyr1thl (e) 1.,. fonn ooflwII' only CPSy"'"", Inc,
FOfm 1100 8<_ Q (ROY. t.ll)
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Charles C Dallas ~
Estate,ofl
Soo Sso fl 205.09.ti32l
Dato of Death:
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Continuatiort of Sohedule H.Bl
. (Personal Representative Commissions)
Dssodpdon
Charles C Dallas Jr
243 Cates Street
Philadelphia PA 19127
Phone 215.487.2308
SS, 199.38.6728
Bruoe S Dallas
'4937 Carlisle Pike
Me~haniosburg. PA 17055
Phone 717.763.9016
S3, 199.38.6729
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Birbara D Palmer
120 Woodland Road
Frederioksburg. VA 22401
phone 703.899.2328
SS, 186.34.0905
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Estate of!
Charles C Dallas Sr
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AmOU1't
12,'01>.00
12,500.00
12,500.00
...to..........
37,'00.00, ,
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Estate of: Charles C Dallas, Sr
Boc Bee N 205-09-6321
Date of Death: 12/10/1994
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Item Descripticn
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Continuation of sohedule H~o
17 Kathryn W Fetrow, Treas . Real Est Txs
18 Camp Hill Animal Hospital . Euthanasia
19 Conestoga Auct Co . Commissions & cost
20 Reserved for add'l admin expenses
21 Pcstage, Photoccpies & Shorts
22 Register of Wills . filing fee
23 PAWC. Water service to residence
24 Jaok Jenkins . tree remcval
25 Timot.hy Zeiders . trash removal
26 Hasland.Barrick Est Sec Svcs
27 Hoepice of Cent Pa
28 Hampden TWp . refuse removal
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Amount
1,879.00
45.00
2,263.00
500.00
261. 00
15.00
187.00
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705.00
475.00
450.00
, 100.00
102.00
... .,......oo...........
6,982.00
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGI! !.lABILITIES AND LIENS
COIo4.rrm~.~IhYANIA
ITATI Of
flua. "rint of
fiLl NUMIIR
21.1994.1062
Charlas C Da1laa Sr ssg 205-09-6321 12/10/94
ITIM
NUMIIR
1
2
3
4
5
6
7
8
9
10
11
12
13
DISCRlfTION
Maohsniosburg Meals on Wheels
Andrews & Patel Onoologists
West Shore Pharmaoy
Jans Campbell . olsaning sarvioes
IRS . 4th Qtr est pmt
Pa Dspt of Rev . 4th Qtr est pmt
Messiah Village home oare servioe
Ritzman associates. med exp
Karns Prime & Fanoy . olose aooount
Cumberland apothecary - medioation
Holy Spirit Hospital - last illness exp
IRS. ba1 /94 tax liability
Pa Dapt of Rev - bal /94 tax liability
AMOUNT
12,00
13.00
240.00
74,00
2,200.00
330.00
1,482.00
2.00
247.00
41.00
150.00
276.00
11.00
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TOTAL (Also .nl.1 on II... 10, Raea hulallon)
(II moll lpacals ....d.d, In..n addhlonallh"to of IImt Ilza,)
COpyrlthl (clIIM 101m ..'twill onIyCPSyo'....Inc.
. 5 078.00
POfm 1100 khodulo I lIleY, '.11)
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SOLE CODICIL
OF
CHARLES C. DALLAS
I. CHARLES C. DAI.LAS, of 4935 Car li s le Pi ke, Mechanicsburg, Hampden
Township, Cumberland County, Pennsylvania, declare this to ~e the Sole Codicil
to my Last Will and Testament dated August 16, 1966,
,
ITEM 1: I direct that Item 9 of my Last Will, as aforesaid, be revised to
provide that should my spouse, Barbara Shepler Dallas, predecease me, fail to
qualify, cease to act, or renounce probate, I appoint my sons, BRUCE and
CHARLES, and my daughter, BARBARA DALLAS PALMER, to be alternate Co-Executors
of this my Last Will and Testament.
~!: In all other respects, I hereby ratify, confirm, and republish my
Last Wil) dated August 8, 1986, together with this Sole Codicil, as and for my
Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of tnfHLCt;< ,1988,
cpr
, (! ~d.eAV 0, 10 rdeMJ-J
CHARLES C. DALLAS
Signed, pUblished, and declared on the date thereof by the above-named
CHARLES C. DALLAS as and for the Sole Codicil to his Last Will dated August 8,
1986, in the presence of us, who, at his request, in his presence, and in the
presence of each other, have subscribed our names as witnesses hereto.
OF --A1.~'T-~
OF c4,t.lld kUf, lit;
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Jetst ltill cm~ Q1~stCtm~1tt
OF
CHARLES C. DALLAS
BE IT REMEMBERED that I, CHARLES C. DALLAS, of 4935 Carlisle Pike,
Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania, being of
sound mind, memory, and understanding, do make, publish, and declare this as
and for my Last 101111 and Testament, hereby revok i ng and mak i ng nu 11 and void
any and all Wills and Testaments and ~ritings in the nature thereof by me at
any time heretofore made.
ITEM 1: I direct that my hereinafter named Executrix pay all my just
debts, my funeral expenses, and the expenses of the administration of my
estate. With this direction, I authorize and empower my Executrix to expend
for my funera 1 expenses and interment such amounts as she may cons ider
necessary and proper, without regard to any 1 imit that may be prescribed by a
court of 1 aw.
ITEM 2: I direct my Executrix to pay all inheritance, estate, succession
and lepacy taxes of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise passing by reason of my
demise, may be subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid taxes, either federal or state,
on any property required to be included in my gross estate, under the
provisions of any state or federal law now in force or hereafter enacted, shall
be prorated among the persons interested in my estate to whom such property may
be transferred or to whom any benefit accrues.
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ITEM 3: All the rest, residue, and remainder uf my estate of whatsoever
nature, and wheresoever situate, whet.her it be rea 1, persona 1, or mixed,
including property over which I have a power of appointment, I give, devise,
and bequeath unto my spouse. BARBARA SHEPLER DALLAS, abso lute 1y, provi ded she
survives me for a period of thirty (3D) days.
ITEM 4: In the event that my beloved spouse should predecease me, or die
on or before the thirtieth (30th) day following my death, I give, devise, and
bequeath my entire residuary estate unto my children, CHARLES C. DALLAS, JR.,
BRUCE S. DALLAS, and BARBARA D. PALMER (HASSON), in equal shares.
ITEM 5: If my daughter, Barbara, predeceases mc, her bequest shall lapse,
and my total residuary estate shall be distributed to my sons, CHARLES and
BRUCE, in equal shares.
ITEM 6: Should my son, Charles, predecease me, his share shall lapse, and
shall be divided equally between his brother and sister.
ITEM 7: Should my son, Bruce, predecease me, I direct that his share pass
to liis children in equal. shares.
. ITEM 8: In the event that my spouse predeceases me, and either of my sons
predecease me leaving minor issue surviving, I direct that the surviving parent
of those minor children be appointed Trustee of the assets for those children
who have not yet attained the age of twenty-one (21) years. I give, devise,
and bequeath his or her share of my net reSiduary estate unto that Trustee, IN
TRUST, NEVERTHELESS, for the following uses and purposes:
A. Said Trustee shall hold and administer said trust property,
collect the income therefrom, and expend or apply the net income as
hereinafter directed. During the administration of my estate, the
income earned by the property included in this trust shall be
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considered income of this trust and subject to distribution as
hereinafter provided for other income of this trust.
B. Said Trustee shall pay/or use for the benefit of my grandchildren
so much of the net income as deemed necessary for their support,
ma intenance I and educat ion. Any income not so used sha 11 be
accumulated and added to the corpus of this Trust.
C. Said Trustee shall have the discretionary power to encroach upon
the corpus of the trust estate in such amounts and at such times as
deemed necessary in order to prov ide for the support, ma i ntenance,
care, and education of my grandchildren.
D. All of the net income may be pa i d to or for the benefit of my
grandchildren at least semi-annually.
E. flhen the eldest grandchild attains the age of twenty-two (22)
years, the principal of the trust shall be divided into as many
shares as there are living grandchildren. Upon attaining that age,
the grandchild sha 11 have the right to withdraw principa 1 from the
Trust in the following manner:
(l) Twenty-Five Per Cent (25%) of the then value of the
principal upon the grandchild's attaining the age of
twenty-two (22) years, at his or her request;
(2) Fifty Per Cent (50%) of the then value of the
remaining principal upon the grandchild's attaining the age
of twenty-five (25) yearSj and
(3) The entire balance of his or her share upon the said
grandchild's attaining the age of twenty-nine (29) years.
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Such rights of withdrawal shall be cumulative, and may be
exercised in whole or In part, from time to time, after
that right accrues.
ITEM 9: I nominate, constitute, and appoint my spouse, BARBARA SHEPLER
DALLAS, as Executrix of my Last Will and Testament. Should my spouse, Barbara
Shepler Dallas, predecease me, fail to qualify, cease to act, or renounce
probate, I appoint my sons, BRUCE and CHARLES, to be alternate Co-Executors of
this my Last Will and Testament.
ITEM 10: I direct that my hereinbefore named Executrix shall not be
required to give bond for the faithful performance of her duties in this or any
jurisdiction.
1TE1L-ll: It is my express desire and request that my Executrix, alternate
Co-Executors, and Trustees, whenever they may need legal advice and assistance
in the sett lament of my estate, or in carryi ng out any of the trusts and
purposes of my Will, sha 11 consu 1t and emp 10y Wm. D. Schrack, II I, Esqui re, of
Dll1sburg, Pennsylvania, he having an intimate knowledge of my affairs and of
my views and wi shes in many matters that may ari se in the sett 1ement of my
estate. 1. ~
IN W I ha ve hereunto set my hand and sea 1 th i5 / /ly
day of
, 1986.
(!f~ (!~aU~
CHARLES C, DALLAS
The preceding instrument, consisting of this and three (3) other
typewritten pages, was on the day and date thereof signed, sea led, pub li shed,
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and dnc1ared by CHARLES C. DALLAS, the Testator herein named, as and for his
Last Will and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names as
"'l"'" A"r;?~ t? OF (\ >d L 1'\ .
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(14AJt~/ ),/yi OF ~<,-ed(11 (f~ /~ () / f
COMMONWEAL T11 OF PENNSYLVANIA
COUNTY OF YORK
SS.
SWORN TO AND SU~~!BED
BEF E ME THI~~
.
AlLA, j,g,../~tUf/
~/ , the Testator and the witnesses,
respe y, w ose na s are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament, and
that he signed willingly, and that he executed it as his free and voluntary act
for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witnesses, and that to
the best of their knowledge, the Testator was at the time eighteen (18) years
of age or older, or sound mind, and under no constraint or undue influence,
c~a~-
~ /A~ft,
and
, 1986,
JAM . MIllER, NOTARV PUBLIC
, OIU$8URO SOROUOH, YORK COUNTY
MV COMMISSION [IPlm OCTOBER 25, ID~G
M,mbu. Plnr.lyll'l~11 Allor/,I/on 01 NDllIl,t
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PIlIIPOSI!OI'
NOlICl.
To fulfill 1110 ,_I,_to of 10011... 1145 Ib) 0' I"" Inho,ltonco ond Eolol. To. Aol, Aolll of 1"1,
m P,I. 100\100 2145),
PAVlOT'
DltlCh the top portion of thh HoUcl Itld .utMllt with your pIYlltnt to the Reglstlr of MUll printed on the
rlv.r.. ,J..
n 110I<0 chock 0' ...... o,do, PIVoIIlo 10' REOISTER OF MILLB, AGENT,
AU p.yaentl rlClllv.d .hlU Happllld flr.t to ."y Int.rllt which ..y b. drJe with Inll' r...lndlr 1lPP~11d to thl tlM.'
Rl!fUNll ICA),
A rlfundof I tlM credit HY bt r'qlJIltld bv COIIPlIUngWl "AppllolUon for R.f\rld of PlMlYlvlnl.
InhlrltlWKl. IInd Elt.t. Tlx" (REY-UU), Appllc.Uon. Ir. ,v,UM1. .t thl OffiCII of thl AlIlst.r of MUll,
InY of tM 2S RIYIIfMM Olltdot Offloll or fro. thl Dep.rt""t'. 24.hour an....dne IIrllloll nuatMrl for for.. orderlne!
In Penn.vlv.,,11 1-aOO-56l-Z0S0, out. Ide Penn.ylvanll ftnd within 100.1 Hlrr1.burg .re. (717) 717.1094,
TOOl (717) 711-1151 (Hoo,11II 1...I,td On",.
alJECTlONSI Any party 1n int.rllt not IIU.fI.d with the ........nt of tlX II .hewn on thh noUCI "V obJlOt within
.hety (60) din of receipt of thll HatlCI bYI
--written prot..t to thl PA Deplrt..nt uf R,venue, laird of App..1t, Dlpt. 281021, Herrisburg, PA 17121-1121, OR
....l.oUng to hlv. thl "Ulr deterllMd .t audH of thl personal repr..ent.Uv., OR
......,.1 to thl Orphen.. Court.
AlIItIN'
IITAAlIYE
CflAR\!CTIDN1.
PlOtual Irror. dl.cov.rld on this ......-.nt should be .ddr....d in writing tal PA OtPlrtltnt of R.venue,
Bur.eu of Individual TIX", ATTNI Po.t A.....-.nt Rlvlew unit, D.pt. 210601, Hlrrl.bUra, PA 17128.0'01,
~ (111) 1.1-6505. S.. page S Qf thl bookllt "Inltructlonl for Inhlritencij Tlx Aeturn for I R..idtnt
DHtdlnt., (REV"UOl) for en 'MplMatton of ldIIinhtr,UvIlY carrlOtlbll .rrar..
PENALTV,
The 15X tlM .,..tv non-plrUaip.ttonpenl1tv It cOlIPut.d on thl totel of the hM Ind int.r..t .....Md, end not
paid before Jll'lUlrv 11, 199', the flr.t d.v Iftar thl end of thl t.x NMlty partod. Thll non-parUclpation
"",Uv 11 ep,ttlllbl. in thl ... lenntr end in thl the .... Un p.rlod .. you would appe.l thl tax end inter..'
that hu bMn ",ollld II IndlCl.tld on thl. nottcI.
IHTEREST.
For datil of di.th en or Ift.r IOwS.'l, Penn'VlYenl. E.t.tl T.,. b"td on thl Ftdtrll Estat. T.x
return becOM' dlU"..."t .t thl 'Mplr.Uon of nlnt (0') IIonthl frOll thl etat" of delth.
For dIItll af dMth prior 10 10"5-91, Ptm,vlvlni. E.t.t. '.x blled on thl Feder.1 Eft.tl T'M r.turn
btoOllI deli~t .t thl IkPir.tion of eighteon (II) eonthl fro. the dlt. of de,th.
T,ue.. which bee.. delinquent Mfun JlnUlry 1, 1912 bier Int.rllt It thl rite of .he "X) percent p.r enru
olicullt4Mt .t . dllh rlt. of .UG0164. All tlXII IIIhlch btc... delinquent on or .ft.r Jenuery 1, 19a2 will bllr
Int.r..t It . r.ta whloh wHl vlry frOll c.lIndar Yllr to c.l.nd.r nar '11th thlt r.te announced by the Pi '
Dlptrt.....t of R.venue. Tht IDppllotbl. Interllt r.t.. for UU through 1"' 'rll '
V..r Interut Altl Dlily Inter. It Ftotor V..r Int'rut R.te D.lly Inter..t FlOtor
1911 lOX .000541 UI7 n ,000147
UU UX .UOO411 U"-I991 IlX . DOUDI
U" III ,000501 1991 9X .000147
1911 m .000556 1993-1994 7X . DO DIn
1916 lOX ,OD0174 I99H996 9X ,000147
"wlnt.n.t i. Clllculattd .. faUONtI
IHTEAB8T . IALANCE OF TAX UNPAID X HUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTO.
"'Any HoUoI illUld Ift.r thl ta" btcOll. dellnquent will rlUlOt M Intlrllt cataulaUen to flft..... ClI) deY,
beYond the det. of thl .....lHnt. If Plveent h lede .ftllr tM intlrut cOIIpUt,tten dati shown on thl
HoUo., IIdcUUonal Jnt.r..t lU.t bt cllcullttd.
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flrlV"I.1I47 EX AFP (12095*
COllltOlMI11ll Of PEIfljSVlVINII
IlEPIRlltENI Of REVENUE
aUREIU 01 INDIVIDUll lliE'
UEP1, 110601
IIARR IUlJlID, PA 111l1-06D I
mAT.... OF DALLn'~ l; FILE NO.
DATI! OF DEATH 12-10-94 COUNTY CUMBERLAND
HOTEl TO INSU~E PROPE~ CREDIT TO VOUR ACCDUNT, SUBHIT THE UPPER PORTION OY THIS FORH WITH VOUR TAX
PAVHENT TO THE REOISTER OF WILLS. HAXE CHECK PAVABLE TO "REOISTER OF WILLS, AGENT"
REMIT PAYMENT TO,
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSH~NT OF TAX
ACN
101
DATI! 05"27-96
WM 0 SCHRACK
PO BOX 310
DILLSBURG
I'A 170\9
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~ _~~ount RIMitt.d
CUT ALONG THIS LINE .. RETAIN LOWEll PORTION FOR YOUR RECORDS ....
iiiV: is'4'jO iX"A FP""r 1'2"= 9sT "iiiii'-i c niP" i"NHiiiif AifcE "'fAx "A"ppiiA"iiiifiilr;""L l"owAifcE "oli""..""""".. 0"" 0 0"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IISTATE OF DALLAS CHARLES C FILE NO. ~I 94-1062 ACN 101 DATI! 05-27-96
TAX RETURN WASI I X I ACCEPTED AS FILED
( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF IlETURN BASED ONI ORIGINAL RETURN
I. Rill Eotate ISch.dub Al III
2, Stock. IlI\d Bondi ISchldull 81 (21
5, Clol.ly H.ld Stock/Plrtn.rlhip Intlrllt (Sch.dull CI (51
4. Hortg.g,"/Not"l R.clivlbl. (Schldul. 0) (4)
5. C..h/Bonk Dlpollh/Hilc. ~.rlonll Property ISch.dull EllS)
6. JOintly O.nld Propert~ (Sch.dul. FI 16)
7, Trlnlf.rl (Sch.dul. 01 171
I, Total Alllts
50,500.00
622,394.49
141.256,00
48.000.00
93.196.50
.00
102,114,00
(I)
1,057,460,99
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funorol EKpln..I/Ad., COlts/Hilc. F..p.nlu ISch.dull HI (9)
10. Dlbts/Hodglg. LhbUiUu/Lhnl (Schldull II 1l0I
11, Total DlducHonl
12, N.t V.lue of T.. Rlturn
15, Ch.ritobh/GovernMlnt.l Boquuts (Schldul. J)
14, N.t V.lue of Eltell SubJ.ct to h.
88,525,01
5,078,00,
(II) _____ Q~.6D3,Dl
1121 963,857,98
(15) ; DO
(14) 963,857,98
If an ......m.nt WII i'.U.d pr.viou.1y, 1in'8 14, 15 and/or 16. 17 lInd 18 will
r.1'llot 1'igur.. th.t include th. tot.1 of ~ r.turn8 .......d to d.t..
ASSESSMENT OF TAX,
16. AMount of Lln. 14 .t SpoUI.1 rlt. IIS1
16. A..unt of Linl 14 teXlbl1 .t Lln..I/ClI.. A r.t. 1161
17, Anount of Lin. 14 t..obl. .t Ccll.t.r.I/Cl.11 . r.t. 1171
II. Prlncip.1 TI. Du.
TAX CREDITS I
PAVHENT
DATE
03-02-95
09-11-95
NOTl!I
. DO x .03.
963,857,98 x ,06.
.00x.15.
1111
.00
57.831.48
,DO
57,831.48
RECEIPT
NUHIER
AA022894
AA082122
DISCOUNT (')
INTEREST (-)
2,631.58
1,28-
AHOUNT PAID
50,00'0-;00-
5,500,00
TOTAL TAX CREDIT
. BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
58,130,30
29B,B2CR
.00
298,82CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR,CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDn" ICR), VOU HAV IE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
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a:' UU "
RElERYATJotl1 Elt.t.. 0' aCld.nt. d."lnl on or blfore Dlc..,,, 12, 191t! .- If Iny future lnt.rut In thl ..tete h trenlf,rrld
In poII.lIlon or .nJoy..nt to ClslI . (culhtlrlU bln,flal,rllI 0' thl dlCldlnt Ift.r thl IMplreUa" of tny IIt.t. for
11f. or for Yllr., thl Co..onw..1th h.reby IXP"ulv rt'lrVII thl right to Ippr.", Ind ...... tr.n.fu InheritInG' TIICIt
It tM ttwh,' C1... I (coUI'lrl1) rlt. on tny lueh luture Inttralt.
P\lIlP01EOf
NOTICE.
To fulfill 'hi rlqulrl..nU 0' Sertton 2140 0' thl Inhuttlno. and E.t.', lex Act, Act 22 of 1991. 72 P,S.
SlcUon U~O,
DelICh the top portion of 'hll HotlCI '00 lubIIlt with your Ply..nt to thl R."htu 0' Wl1h printed on thl rev.r.. IldI.
..H..o chick 0' .,no. or do, p'.,bl' tOI REOISTER OF HILLS, AGENT
All pI'fHI"Ih recIlved shill ,I.,s' bl appllld to any Intlrut whlc:h ..y bl dUI with any rllalndlr 'PPUld to the tllC.
REFUND (tAh A r,fund 0' I tllC crldlt, which 'III not rlqvlttld un H'I talC Alturn, ..y bl rlquutld bv cOlpllt1ng In "AppllclUon
far Rlfund of PIMtYlvenla Inhtrltancl and E.htl hlC" IREV'131]). Appllclltlnn. arl avallabll at thlOfflcl
0' thl MIghter of WUIt, any of thl U Rllllnut Olttrlot O"IC:II, or by calling thl .ptolal 24.'hour
""Wlrtng Itrlllel nu.bt" for for.. orderlngl In Plnn.vlv.nla 1-800'162-2050, outsldl P.nn.yllllnll and
Nlthln lout Htrrltburg "1' (7171 757-8094, TObl (7171 772-2252 (tl..ring IIp.lred Onh).
PAVItEHTI
OBJECTIOMSI Any perty In Inter..t not utltfltd Nlth thl .pprel....nt, allowancl or dlt.lIoNlncl of dlduotlonl, or ........nt
0' tlX (including dltcount or lnttrlltl .. IhoNn on thlt Hotlce IUtt obj,ct within IIKh (60) day I of rlClllpt of
thl. HoUn by I
"NrlUln prot..t to thl PA DIParhlnt of Alvlnul, 10lrd of Appeals, Dlpt. 2111021, Harrllburg, PA 1712'-1021, OR
"lluUon to haVI thl litter dltlrllnlj at nudlt of thl aocount of thl Plrlonal reprlllntatlvl, OR
"lpp..1 to thl Orph.n.' Court.
ADHIH
IIlRATlYE
CORRECTIONS! Ftotu.ll errorl dlscOY"ld on thlt .......".t Ihould b. addr....d In writing tOI PA Dlpart..nt of R'v,nu.,
lurllKt of IndlvJdual flxu, ATTHI po.t '.......nt R....I.w Unit, DlIPt. 280601, Herrltburg, PA 1712'-UUI
Phonl 0,11) .'17-6Sas. S.. P'1I1 1 of the bookllt "In.truotlons for Inh.rltancl talC Rlturn for a R..ld.nt
Dloldent" (REY"150l> 'or an Ixplanatlon of .dtllnhtraUvtiv corrlottbh errort.
DISCOUNT,
H any tlX c1u1 II paid "Uhln thrtt (5) caltndar looth' Iftor the d.cld.ntl. dttth, . flv. perclnt (5~) dhcount of
thl tu Plld It 11I0Nld.
PEHAL WI
TM IS:< fu .-nitty non-pertlolpaUon Pln.ltv II co.puted on the total of thl teM and Internt .......d, Ind not
Plid before Janulry II, 1996, thl first day after the Ind of the tllM Dln..ty period, Thh non-perUolpaUon
plnaltv It apPlllabl. In thl .... nnner IInd In the the .a.e tlal p.rlod ,. you would ,pp..l the tllC Ind Jnter..t
that h.. bltn .......d II Indlcat.d on thll noUcl.
IHTEREI"
1nt.r..t It chargld blglMlnll with first day of dlllnqu.noy, or "Inl (9) lonthl and ant III day frol thl dl'l of
Hath, to thl dlltl of ply.tnt. fix.. which btca.. d.lInquent blfort Janulry 1, 1982 bur int.r..t .t thl ratl of
.IM C6~) Ptrolnt per annw cIICUlatld at a dally rlt. of ,00016". All taxn which beo'" dlllnqu.nt on tnd Iftlr
Janutry I, 19"2 will b..r lnter..t at a rate which wUI ...ery frol CIllnder Yllr to cIllnder y..r with thlt ratl
IMOUMcld by thl PA Dlpert..nt of R.Y.nuI. Th. applicable Interut ratl' 'or 1982 thrOugh 1996 artl
'!!!! 1nter..t Rate Ualh Inter..t Factor !!!! ~~ Oallv tnternt Flotor
ltIZ ZOX ,000541 1917 9X .000217
1913 \IX ,DOOm 19U'1991 IlX .OOOJDI
1"~ IlX . DOOJDI 199Z 9X ,DOom
1,.5 UX . DOom 199H99~ n ,DOom
I,., lox .DOom 1995'1996 9X ,DOom
--lnt,,"t 1. Clloul.t.d aa folloNI1
IHTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any MotlcI t..u.d .ft,r thl t.1C b.oo... d.lInquent will r,fllot In Internt ollculatlon to flft..n (11) dlV'
blyond thl dltl of thl a.......nt. tf pav,.nt I. ,Ide aftlr thl Intlrl.t COlputltlon dlt, .hown on the
Hottel, Iddltlonll inttrllt lU.t bt ctlcul.t.d.
l/
BUREAU Of INDIVIDUAL TAKES
INHERITANCE TAX DIVISION
IlEPT, 110601
HARRIIIURO, PA 111Z'-0601
- r')
/5 "'.:J .' q
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
C-.-
*
IIY.IW II m ",.tU
WM D SCHRACK
PO BOX 310
DILLSBURll
DAT!
ISTAT! OF
OAT! OF DEATH
FILE NUMBER
COUNTY
ACN
06-17-96
DALLAS
12-10-94
21 94-1062
CUMBERLAND
101
CHARLES
C
PA 17019
f
Allount Rllllttld
-
l
MAKE CHECK PhYABLE AND REMIT PAYMENT TOI
REllISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To inluro proplr orldlt to your leoount, IUblllt thl upplr portion at thl. forll with your t.. p'Y.lnt.
CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RiV: iliiij" iiC AFP" fo"!": 9lii """"" - iiiiii" i HilER i ;:'ANi: E- - T Ai[" s;.'A"fEHE"N'T - OF - AccoUNT -- iili ii -.. - -... - - -""""" -..."
ESTAT! OF DALLAS CHARLES C FILE Nd.21 94-1062 ACN 101 OAT! 06"17-96
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE, SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-20-96
PRINCIPAL TAX DUEl
57 ,831. 48
PAYMENTS (TAX CREDITS) I
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUM8ER INTEREST (-)
03-02-95 AA022894 2,631.58 50,000,00
09-11-95 AA082122 1. 28. 5,500,00
05-28-96 REFUND ,00 298.82-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PIN.
. If PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION Of ADDITIONAL INTEREST,
I If. TOTAL DUE IS LES~ THAN II,
NO PAYHENT IS REQUIRED,
If TOTAL DUE IS REflECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fDRH fOR INSTRUCTIONS. I
TOTAL DUE
57,831,48
.00
,00
,00
I:)
'()
<Jl
..
~~ <C
'0.
,,'
(,
",
r-
1-"
.-
N
~
~
.',1
/") '1
() (L'
U1(L
0:
fR
, C::
.i!!:)
OU
PAVItENTI
D,tllCh the top portlan af thll Notle. lInd IUbllt Hlth your ply..nt ..d. PIVlbl, to thl n... end .ddr...
prlntld on thl r.v.r.. lido.
If RESIOENT DECEDENT uke chick Dr lonlY order p.yabl, tOI REGISTER OF WILLS, AGENT,
If HOH-RESIDENT DECEDENT uk, chick or lonlY ordor pavabl, tOI COHHONWEAL TH OF PENHSVLVANIA.
All Ply..nt. recllv.d 'hill bl applied flr.t to any Int.r..t whloh ..y b, dUI with .ny rl..lndt, .ppli,d to thl tlX.
REFUND eCR)l A r.fund 0' " tax orldlt, which WI' not r.quelt,d on th,.YaM R,turn, ..y bl r.quI.tlri by ooeplltlng In
"AppllcIUon for R,fUl1d of Plnnlvl",."it Inhul'lnca "nd Est." Tu" (REV-UUI. Application, .r. ,vIUaRll. et
the OffiCI of thl Rtllla'lf of Wl1h, Iny of thl 23 R,v,nuI Ohtrlet Off!," er fro. th, D,p.rt.lr.tll Z4*hour
,n,wuing ..rvlel ~b'rl for for.. ordlrlng, In Plnnlvlvllnla l-IIUO.:SU"Z050, lIuhldl Plnnlvlwlnh
and within 10cftl Harrllburg .r.. (7171 7117.11094, TDDI (117) 77Z-ZZ5Z (Hillring hpalrld only),
REPL V TO,
Qu..tlon. rl".rdlng .rrer. eontaln.d en thl. not lei Ihould bl addr....d tal PA D'Plrt..nt of R,v.nu., Burnau
of Individual TaMa., AnNI po.t A........nt R.vl.w Unit, Dlpt. 2110601, tlarrl.burg, PA 171211.0601, phon.
(71'1l 787-6505.
DISCOUNT I
If any tlM dut II paid within thrll (S) eahndar 'lonth. aftlr the dleld.nt'. dnth, a fly. plro.nt (5iO dlsoount
of thl tlM paid II allew.d.
PENALTV.
Thl 15~ t'M ftant.ty non"partlolpatlon p.nalty I. cOlput.d on th. total of thl taM and Intll..t .......d, anO not
paid bofor. Jenuarv 18, 1996, the flr.t day aftlf the .nd of th. tSIC aanuty plrlod.
INTEREST.
Int.r..t I. ahar"ld b.glnoln; with flr.t day of d.llnqulnoy, or nino (91 aonth. and an. (1) day frol thl d.t. of
d.ath, to thl date of p,y..nt, Ta~I' wh'eh bloa.. d.llnqulnt h.for. January 1, 191Z bl.r Intlrl.t at thl rata of
.1Jc (6:'0 p.rotnt plr Innu. aalcul.tlll at . dalh rot. of .000164, All tlMII which ble... d.lInquent on and Ift.r
January 1, 191Z will blar Int.r..t at a rat. which will vlry fro. cal.nd.r ylar to collnd.r y.rr with that rlt.
announced bv the PA D.p~rt'lnt of Rlvanu., Th. applloabl. Intlr..t ratl' fer 198Z through 1996 .r'l
Yllr Intultt htl DailY Intlrl.t Faator Vllr Int.rut RIte Dilly Int'rllt Flctor
--
ItSZ ZOj! ,000541 1957 9X .ooom
US) l6X .0004$8 1988-1991 IlX .000501
ItS4 IlX .000301 19tZ 9X ,ooom
UIS UX .000356 19tH99. ]X .000192
1986 lOX ,000Z74 m5-m6 9X .ooom
--Int.r..t II ellculllttd .. followlI
INTEnEST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAnv HetlcI ll1u.d aft.r ,h. tlM h.oo... d.lInquent will r.fllot .n Intlr..t o.lcullt1on to fHt..n CIS) dlVI
b.vend thtl date of the ",.u...nt. If Plya.nt I. ..de aftlr thl lntlrllt co..,utaUcn d.t, .hotm on the
Hetlcl, Iddltlonll lnt.r..t IUlt b. calcul.t.d.
PllRPOIE Of
NOTICE'
PAY"'NT,
AErlJHD ICAI,
DlJEtTlDNl,
ADMIN'
IITAITIV1!
CDIlflftTI(IHI,
PENALTY'
, .
INUREI! ,
0 L',ft
':'t "0.
(, :~~~ t'~ I'
.
r:, ': ~ c..
I{' .'
@
(;1': "I,
n
(,I ,., da
U II' \0
wD.: V'
CC
To fulfill thl rlqulr...ntt of '.otlon 214. (b) of the Inherlt'flu and flbt, Tile Aot, Aot U of 1991. (72 P.S.
51,lIon 2\411.
n.tH" the top portion of 'nil Notlcl and tUb,1t with your pI'y..nt to the R.ght.r of Nlll1 prlnttd on the
rev".. ,I..
.. N... ,hIck or .on." ,rder .."bll tei, REGISTER OF HILLS, AGENT,
All Ply"ntl r'CIIlIld ,hall bt Ippll.~ flr.t to liMy Intlru' which ..y b, due with Iny "'lIIlnde' appUtd to thl talC.
A ,.fund of II tlIC crtdlt ..y bt rlqylltld by coapltilng In "Appllntlon for Refund of Plnnlvlv.nl.
Inhtrltencl and Estat. TalC" (REV-Ill]), AppUcetlonl ar. aVIUlbll fit till Office of the Rluht., of .,1111,
any of thl Z3 R.venuI DII,rlct Offlc.. or 'rot thl Dlpert.,nt', Z~"hour an.",.rlng lI,vlce nUlbln for for.. orderlngl
In P,nnlylv.nll 1-800-562-2050, out.ld. P.nn.vlvanla and within 10cIl Harrl.burg .r., (717) 787-8094,
TDDI (717) 772-2252 (HllrJng Jllflalred Onh),
Any ptrtv In Interut not ",thftld with thl allllll.lnt of talC a. .hown on this notlc. .ay obj.ot within
abtv (60) d.va of rlClltlpt of thh Notlcl bYI
"wrltt.n protut to thl Pi D'Plrl.."t of RIV'nu., Board of App.als, D.pt. 2151021, ttarrhburg, PA 17128-1021, ' OR
...tlotlng to h.v. the utter d.ttr,Jn.d'at audit of the pu.onal rIPr..lntatlvl, OR
..-tpPIII to thl Orphln,. Court
flctu.l errOf- di.ccvlred on thl. ft.......nt .hould b. .ddr....d In writing tal PA D.part,.nt of R'v,nu.,
lure,u of Indlvldu.1 TalCII, ATTNI po.t A.......nt Rlvllw Unit, DIP\, 280601, Herrl'burll, Pi l11za-0601,
Phone rl17) 787-6505. S.. p."e S of thl bookl.t "Instructlonl for InhlrJtanu hlC Rlturn for. Ruldlnt
Dlo.dlnt" (REV-IS01) for an IlCplan.tlon of ftd.lnlltratlv.1Y corrlotablt Irrorl,
ThI UX tiN ,,"utv non-parHclpttlon plntlty " co.putld on the total of the tllC Ind Int,,"t .......d, and not
p.ld bllora Janu.rv 18, 1996, the fJrlt day aft" the Ind of the talC a.n.tty plrlod, Thh non-partlolpltlon
p'n,lty II app..labll In thl .... ..nn.r Ind In the the .a'l tl.1 plrlod .. you would apPI.l thl t.x and Int.rl.t
thlt hi' bl.n .......d a. Indlcatld on thl. notlol,
Addltlon'l P'M'Vlvanl, Eltetl TalC .......d II a rlllult of a chan", on thl hderal E.tet. TalC clolln"
I,tt" bleo... d,lInqu.nt at Ihl IMPlratlon of cnl (1) 'onlh frol Ihl data Ih. flnlt noUet of Ihl Incrt...
In f.derll E,tlh Tu Is rlc.lv.d,
1I1C.. which blea.. d.lInqutnt b.forl January I, 1982 bltr Internt It Ihl rate of .he (6:<) perunl per tMUII
Cllcuhtld at I dlllv rete of .000164. All tlMII which bua.. dlllnqulnl on or aftar J.nuary 1, 1982 will bllr
Inttrut It I rlt. which will v.ry fro. c.hndar yur to cal.ndet Ylar wllh thll rat. ennounc.d by thl PA
DaPlrt.."t 0' R.v.nuI. Th. Ippllc.bl. Inl,,"1 ratn for 19112 through 1996 arol
~ Interlll Rllt Dally Int,,"t faclor ~ Internt Ral, Dally Int"..t faclor
ItAZ 20X .00OSltl ItAl n ,OO02~1
ItIl I6X ,00D~18 ml.1991 IlX ,ODUDI
1tA~ m ,0\10501 1992 9X ,OO02~1
ItAI m ,000556 1993'199< lX ,000\92
1986 lOX ,00027ft 1996'1996 OX ,OO02~1
~-Intlr..t It c.lcultt.d .. followlI
INTEREST . BALANCE OF TAK UNPAID K NU"BER OF DAYS DELINqUENT K DAILY INTEREBT FACTOR
uAnv Notice IlIu.d .ftlr thl tu b,oo," d,lInqu.nt will r.fllot an Int"lIt calculltlon to f1U..n (1S) dlV'
bllvond the dl" of thl ........nt, If pav"nl It lIadl after the Inttrllt coapuhllon dll' thown on thll
Hotlc.. .ddHlon.l lnt.rlll JlUlt b. calculalld,
154712022897
ROW621
File No 1994-01062
Decedent DALLAS CHARLES C
Date
Filed
12/14/1994
12/20/1994
12/28/1994
3/02/1995
Cumberland County - Register Of Wills
Page
1
PA File No 2194-01062
Docket Entries
1 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY
OATH OF PERSONAL REPRESENTATIVE
CODICIL
DEATH CERTIFICATE
2 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY
3 CERTIFICATION OF INHERITANCE TAX PAID
NOTICE OF BENEFICIAL INTEREST IN ESTATE
4 INHERITANCE TAX PYMT
PAID - 50hOOO.00 ACN - 101 RECEIPT - AA22894
SCHRACK WM DIll ESO
3/08/1995 5 ROLL 4 BATCH 436 PAGES 1 THRU 13 3/8/95
9/11/1995 6 INHERITANCE TAX PYMT
PAID - 5 500.00 ACN- 101 RECEIPT - 0082122
SCHRACK WM 0 III ESO
9/19/1995 7 EXTEN~ION TO FILE INHER. TAX RETURN LETTER DATED SEPTEMBER
13/19 5 SIX (6 MOS) 15 5 2
1/24/1996 8 INHERITANCE TAX RET~RN TAX DOCKET 15 PAGE 5 LINE 2
FEDERAL TAX RETURN 706
5/28/1996
5/28/1996
6n1/1996
8/05/1996
11/25/1996
12/05/1996
9 REV 1547 NOTICE INH TAX APPRAISEMENT
Docket I 15 Bookl Pagel 5.00
10 REV 483 NOTICE DETERMINATION FED EST TAX RETURN
TAX DKT 15 PAGE 150 LINE 13
11 REV 1607 INH TAX STATEMENT OF ACCT
TAX DKT 15 PAGE 5 LINE 2
12 REV736 NOTICE OF DETER FED CLOSING LETTER
TAX DKT 15 PAGE 5 LINE 2
13 RELEASE RECEIPT/AND REFUNDING AGREEI~ENT CONCERNING PARTIAL
DISTRIBUTION
14 STATUS REPORT 6.12 COMPLETE