HomeMy WebLinkAbout95-00473
/
,/
PETITION I;OR I>>ROIlA TE uod GRANT OF LETTERS
o;J/- q 5 - Lf'l.-::J,
Eslale of IlALPII H. IIUNTEIl
also known as
No.
To:
Register of Wills for the
. /Jeceosetl. County of Cumherlllnd In the
Sodol Security No. 717-05-6691. Commonweallh of Pennsylvania
The pelilion of the underslgued respeclfully represenls thai:
Your petltloner(s), who Is/arc 18 years of IIge or ulder an Ihe execul or
in lhe lasl will of the above decedent, daled .III J v 17
and eodicll(s) daled
named
. 19...2..L-
(stalc rclevanl cln:lIImtanccs, C.I. rcnundllla", dealh Dr execUIO" CIC.)
Decendenl was domiciled al dealh lu Cumber lund County, Pennsylvania, with
" is last family or principal residence at 34 Cedar Circle , Newville. PA 17241
West Pennsboro Two.
(IIn 51fcct, number and munclpalily)
Deeendenl,lhen BlI years of age, died June 2 ,19 95
al Newville , PA .
Except as follows, decedent did not marry, was not divorced and did nol have a child born or adopted
arter execution of the will offered for probale; was not the vielim of a killing and was never adjudicated
incompetenl:
Decendent at death owned properlY with eslimaled values as follows:
(If domiciled in Pa.) All personal property $ 135 , 000.00
(If nol domiciled in Pa,) Personal property In Pennsylvania $
(If not domiciled In Pa.) Personal property in County $
Value of real estale in Pennsylvania $
situaled as follows:
WHEREFORE, pelitloner(s) respeclfully requesl(s) lhe probale of lhe last will and codicll(s)
presenled herewith and lhe grant of lellers testamentary
(teslamentor)'; admlnlslrOlion c,I...j admlnlmlllon d.b.n.c.t...)
lheron,
j
"'-
~t
]:3
-::d!
lr.
30
i
Vi
~l~h. .'
.I e ur e. Senior Vice President I
'Trust Officer
Farmers 'I'ruRt Compnnv
1'.0. Box 220
Carlisie. PA 17013
717-240-4504
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } as
COUNTY OF CUHBERLAND
The petitloner(s) above. named swear(s) or affirm(s) lhallhe slRlemenls In the foregoing pelltlon arc
true and correcllO lhe besl of lhe knowledge and belief of petllloner(s) and lhat as personal represen-
latlve(s) of lhe above decedent petltioner(s) will we I and truly minlsler lhe estate according 10 law.
~.. ~ 1
~Jan F. Burke 'Senior Vice
FnrTeri TrllRt 9om~nny
, or is e, PA 1 01
.
Sworn to or affirmed 4fnd
before me lhls 'I H
}' JUNE
, I
subscribed
d ~ of
19 l>
In .
Regisle,
'"
presidctt'/Trust
ii!
~
....
Officer
MA Y C. LEWIS
!:5-//D - Cj
No. 21-95-473
Estute of
RAJ,I'II H. IIUNTlm
t Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
and Lellers
are hereby granted 10
AND NOW JUNE 20. 19~, In conslderallon of thc pClltlon on
Ihc reverse sldc hereof, satisfactory proof having been prescntcd before me,
IT IS DECREED thai thc instrumenl(s) dated JUL Y 17. 1991
described therein be admittcd to pro bale and OIed of record as the last will of
RALPH M. HUNTER
TESTAMENTARY
FARMERS TRUST COMPANY
FEES
Pro bale. LCllers, Elc. ......... $
Shorl CertlOcales( 5),......,... $
RXcJUlnclallon ................ $
-pages $ 6.00
JCP 5. M
. TOTAL _ $ 261.99
Filcd ... AV~,~ .?9... .m.5............ ....
7~h(f(JJ(;:,.r1'/1 ({}Jn~ f]j4.
( Roalller or III. ~ (/
MARY C. LEWIS
235.00
15.00
Hamilton C. Davis, Esquire
ATTORNEY (Sup. CI. 1.0. No.)
75 East Kin!! St. , ShippensburR, PA 17257
ADDRESS
717-532-5713
PHONE
'" i:;<
':5 R .n..
j] f'_'
(L
..,.
-
-
;::j ,
~ 'I ".1
c.:'. ". lr. L::
.\0:; P' G8
a:
Called Bank on 6-21-95.
21 - 95 - 473
..,. t~~
- 'rl ...,~
'.) .P. N '.'j
,'~ i '; O. ,
"'" .
.-
~ "
"
;-:?:'; :,) ':
,', .." ,1
- ~5
,-' '" ~ Q)
0)0:
0:, Gu
'.
^
. '
. .
I.AST WI tJ. AND TI!STAMENT
I, RAt.plI M. IIUNTI\II, of West J>l!nnsboro Township, Cumberland County,
I'ennsylvania. declare thin to he my Lant Will and Testament and revoke any
will or codicil pt'eviollsly made by me.
ITEH I: 1 diroct that all my just debts and funeral expenses, including
my grsvemarker and nll expenses of my lnat illneas, shall be paid from my
reaiduary estnte na soon no practicable nfter my decense ns a part of the
administration of my estate.
ITEH 11: 1 devise nnd bequeath thl! residue of my estate of every nature
and wherever situllte to FAIlNEIlS TIlUST COMPANY, of Carlisle, Pennsylvsnia. or
its successor Trustee, to be added to and thereafter treated as n part of
that certain inter vivos trust created
by me on ~ nJ/f!rt1 of which
to hove and to hold, IN TRUST, for
FARHERS TRUST COHpANY is initial trustee,
the uses and purposes and subject to the terms and provisions thereof.
including any alterations or amendments thereto. or any other inter vivos
trust which may hereafter be substituted therefor.
I.T"H III I I. direct that all taxes that may be assessed in consequence
of my death. of whatever nature and by whatever jurisdiction imposed. shall
be paid from my reuiduary estate au part of the expenses of the
administration of my estate.
I.TEH IV:
I. appoint l'AIl~mRS TIlUST CONPANY. executor of this my last
will.
Should FAIlMlmS TRUST COHPANY fail to qualify or cease to act as
executor. I appoint my sttorney, Hamilton C. Davis and my son, Richard H.
1I11nter, alternate co-executors.
ITEM VI Hy corporate fiduciary shall be entitled to compensation based
.f, .
. .
#
upon its regular schedule of fees for sllch services in effect from time to
time during the period over which its services are performed,
ITEM VI:
Hy individual fiduciary shsU be entitled to reasonable
compensation for his or her services rendered from time to time unless
different compensation has been provided for in a separate letter of
agreement.
ITEM VII: 1 direct that my executor or guardian or their successors
shaU not be required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will
and Testament, written on three (3) sheets of psper, dated this 17"'- dsy of
~~
, 1991.
~~4 '>a /i._~ .."
R lph M: Hunter
(SEAL)
The preceding instrument. consisting of this and two (2) other
typewritten pages, each identified by the signature of the testator, was on
the dsy snd dste thereof signed, published and declared by the testator
therein named. as and for his Last Will, in the presence of us, who, at his
request, in his presence. snd in the presence of each other have subscribed
our names a~wltnesses hereto.
q~~
~~(?L
residing at
et1JJu ~ . P A
.
A/Uvv; .It , ~.
residing at
2
. .
, .
..
COHMONWEAI.TII OF PENNSYLVANIA
aG.
COUNTY OF CUMIlEIlLAND
I, IlALPII M. IIUNTER, the testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that J signed and executed the instrument as my Last Will; and
that I signed it willingly and as my free and voluntary act for the purpose a
therein expressed.
(Qfd-4 'WI M....l...-
Ral h M. Hunter
(SEAL)
Sworn to or affirmed and acknowledged
before me by Ralph H. lIun~er,
the testator, this 1'1 t:' day of
:1'.....~ . 1991.
rh
r
Notary Public
NO r(jijM-~.;Al
vnn." M. H^~r. NO~jIlY Pub"c
r.hljl'~"'''';\lrg ll"ro, ClImbml,lIuJ Co., 1101.
M)' Llllllnl;5';lun b'pilt>sAprill(, 1994
------ .
COMMONWEALTII OF PENNSYLVANIA
ss.
COUNTY OF CUHBERLAND
We, ...)/T"e f.' ~lM..k- and ~;Ilm r, biwjj , the
witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and aaw the testator aign and execute the instrument as his Last Will; that
the testator signed willingly and executed it as his free and voluntary act
for the purpnses therein expressed; that each subscribing witness in the
hearing and sight of the testator signed the Will as a witness; and that to
the best of our knowledge the testator was at that time eighteen (18) or more
Y'''' " ..' ." " ."" ",,' ,,' "',, OO-i~;"d:"
Sworn to or affirmed an~ subscribed
me ~~)~F. f1>UAKc
" C'.'Jll\oJi~ ,
this day of 'S"~
t/dtb /J(, ~
Notary Public
to before
and
witnesses,
. 1991.
-N()I"'(IAL~lAL
VHDA M, SEAS',. Nolary Public
5hjpp:_"f,~bllln HOIO, Curntlctl.md Co., Pol.
_~:!'~~I':T~::;;:.~.iO_':, !::::.~~~:.C,~~I,!!_I..1 (t, 19'H
3
~
TO: Register of Wills
Cumberlund County Courthouse
Curlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE 5'(i~lI)
Nnme of Decedent: Rulph M. Hunter
Dnte of Denth: June 2, 1995
Will Number; 2195-0473
To the Register;
I certify thnt notice of beneflelnl interest required by Rule 5.6(u) of the Orphnns'
Court Rules wns seIVed on or mniled to the following beneflcinries of the ubove cuptioned
estnte on July 3, 1995.
Richnrd H. Hunter
439 N. Armisteud Street, Apt. 3
Alexnndrin, VA 22312
Notice hns now been given to nil persons entitled thereto under Rule 5.6(u).
Dnte; July 3, 1995
Slgnuture; ~'IJ- . " ,LllJl
Ju F. Burke, Senior, Vice President
nnd Trust Officer
Fnrmers Trust Compnny
P.O. Box 220
Curlisle, PA 17013
(717) 243-3212
Cnpnclty: Personnl Representntive
cc; Hnmilton C. Duvis, Esquire
",
INHERITANCE TAX RETURN
W,ollOO"'lolll,or"""a,,vAN" RESIDENT DECEDENT
II ",*JIIM[Nt Of I..VI Hl~
01'" ....., (TO BE FILED IN DUPLICATE
_ ..''''''.....0 "A'~"'.""'~_ WITt;UHE8 E(21STER of.. WI LLf?)
llIcrmN"1 HAWl nAI', flllll,ANUW'DOlt INIIIAI'
Huntor,.Ila1f>.I!._____J_' - --
"..'CIA. L..IlCUnnv NUMULR l1A1I orUlAlIt
717-05-6694 6-2-95
BUIIVIVlP~O-Bf.ousi'.N.....iit"-~ -
.
l!!
lS:!;lIl
w::1S
:coo
ua:-'
...,
~
I...
OlZ
Ww
0:0
O:z
00
Uo..
...
ffi
o
W
U
w
o
/"
ran IJ^1t:n or IlrA Tit AF1a:H ''1/3tfDl C1l1:Cf(
IU:IU: ,r ^ 81'DlJDAI.
'~~!~!!-f!!rnlT. !11~'-~!_~rl~ U_ _
fiLE NUMDEn
21-95-0473
. .NU~IIUI
(:OPHJJ_~Oll[, 'YI:A"
()I elDrHI'S COMI'l[l[ AunnrS8
34 Codor Clrclo
Nowvlllo, PA 17241
C~" Cumborland
. AMoUNT i1iciivr 0 -is[['INSTI1UC-I.oNSI'- _._~--
j. - .
DAn or IIl1t11.
12-21-06
- - - 60ClAlILCUIIITY HUMOLA - . .-.-,
------- -------- -- - -----
1..':::J 3, Remainder Relurn
(for dales prior to 12-12-82)
.., Flnu.. Inl.".1 Comproml.. I-J 5, Fed".1 E.l." Tax
(for dale. 01 death after 12-12-82) Return Required
7. OKedent MaIntained a Uvtno Trust .-1- e. Tolal numb., of Bafe Deposit
{Attach copy o'trusO Bo.el
o CONFIDENTIAL TAX INFORMATION aHOULD DE DIRECTl!D TO :
COt.lPU:IEMAlUNOAOORUI
1 Wesl HI9h Streel
P.O. Box 220
Carlisle, PA 17013
IX_:!
[:-J
00
I.._J
CJ
Ilt.J
0.00
t _ Orlglna' Return
2. Supplemenlal Return
.._.._._------------~- -------
15. Spoulal Transfer (for datu .fter a-3O-g4)
Bee Instruction. for Applicable Percent on Reverse (15)
Side. (Include values from Schedule K or Schedule M.)
te. Amount of lIne 14 laxabl. a e", rate
{Include value. from 6ch.dule K or Schedule MI
11. Amount of line 14 ta)labl. a115" rale
(Include valuo. from Schedule K or Schedule M)
le. P,lnclpallu duo (Add lu from line 15, uund from line 11)
Ut Credit. Spou.al Poverty Credil Plio, Faymentl Discount
0.00 + 7,000,00 + 366.42
Check here jf you lue ,oquutmg 0 rolund o' your oyorpa monl. .
4. Umlted E.la'e
e. Oecedent died TOItat.
AUach copy ofWiIO
ALL CORRESPONDENCE A
NAM[
Financial Trusl Sorvices Co.
TELfPttONE NUMBER
(717) 240-4504
z
o
~
~
ii:
<
u
W
0:
t. Real Esta'e (Schedule A) (1)
2, Slack. and Bond. (Sch.dule 0) (2)
3, Clo.ely Held Slock/Partnerlhlp Inlerelt (Schedule C) (3)
4, MonOages and Notes Receivable (Schedule 0) (4)
5, Cash, Bank Depoda & Mlleellaneous Perianal Property (5)
(Schedule E)
e. Jointly Owned Proporty (Schedule F) (II)
7. TranI1.,& (Schedule G) (Schedule L) (7)
8. Total Grall Auela (Iolalllnll 1 - n
g, Funeral Expen..a, Admlnlltratlve COltl, Mllcellan,oul (Q)
E.penua (Schedule H)
10. Debll Mortgage UablliU.., Uen. (Sch.dule!) (to)
11. Tolal Oeductions (Iolalllnll Q & 10)
12. Net Value of Estate (line 8 mlnu. line t 1)
13. Charitable and Governmental Bequestl (Schedule J)
14. Net Value Sub)ect 10 Ta. (Une 12 mlnulllne 13)
20, Iflint 10 I. greater than line 1IS, enlerlhe difference online 20. Thllllthe OVERPAYMENT
aD
2t. Kline 18 la gr.aler Ihan Iin'10, enter the dinerence online 21. Thlllllhe TAX DUE.
A. Enter thelnlefell on the balance due on line 2tA,
D, Enler Ihelol_1 orUne 21 and 2tAon line 210. This II the BALANCE DUE.
_Make Check Payable II!; neglller of Willa, Au~nl
BE SURE TO ANSWER ALL QUEaTlONS ON REVERaE SlOE ANO TO RECHECK MATH
n er pena II 0 per 'Y, ec ar. t at have e.am ne I I return, ne: udmg accompan ng Ie edu II and Italemenll. and 10 I e bill 0 my no 0 ge an
It II true, correct and complele, I declare thai all rHI estate has been reported at true market value, Declaration 01 preparer other Ihan per conal represenlallvell
b..ed on allln'orm.Uon 01 which p"'!!p':erer h..any knowledge.
SIGNATURE OF PERSON RESPONSlDLE FOR FILING RETURN
lLf<L j'I~UJt~
z
o
1=
~
~
a.
2
o
(,)
~
AOORESS
Nono
139.708,71
Nono
Nono
22,209,95
Nono
Nono
161,918,66
18.197,39
143,721.27
143,721,27
(lot
0,00
8,664,98
0,00
8.66.i..!l1t
(t7'-.__
Inlerosl
0,00
(10)
('01
7,368.42
(")
(.tA)
("D)
1,296.56
0,00
1,296.56
tie,
Oe18
Financial Trust Services CO,
SIGNATURE OF PREPARER OTHER TH N REPRESENTATIVE
<Sf l) P<1..-n:'
AODRESS
Fi:fj? 1'1C16
Oala
,
--.
.
Act #48 011994 provides lor the reduction 01 the tox rates Imposed on the net value 01 translers to or lor
the use 01 the spouse. The rates prescribed by the statute will be:
3% (,03) will be applicable for the estates 01 decedent's dying on or alter 7/1/94 and before 1/1/96
2% (.02) will be applicable for the estates 01 decedent's dying on or alter 1/1/96 and before 1/1/97
1% (.01) will be applicable for the estates 01 decedent's dying on or alter 1/1/97 and before 1/1/98
Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
YES NO
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A CHECK MARK (X) IN THE IN THE APPROPRITATE BLOCKS.
1. Old decedent make a transler and:
a. retain the use or Income 01 the property translerred.....,................................................................ X
b. retain the right to designate who shall use the property translerred or Its Income,...................... X
c. retain a reversionary Interest or ...................................................................................................... X
d. receive the promise for Iile of either payments, benellts or care? ................................................. X
2. II death occurred on or belore December 12, 1982, did decedent wllhln two years
preceding death transfer property without receiving adequate consideration? II death
occurred alter December 12, 1982, did decedent transler property within one year of
death without receiving adequate consideration ? ,..,......,..,..,......,....,..,....,..'........,.......................... X
3, Old decedent own an 'In trust for' bank account at his or her death? ............................................. X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN.
" ~ OfMAl.tll~""n.YNM
_~'UU..""'"
.....NfWWDlNT
SCHEDULE B J
STOCKS AND BONDS
- -. --.-- ~==~_.,.
FILE NUMPER
Ralph Hunter 21-95-0473
~p...!!p..!..!'!Y-.elnll -own.d wtth rlghl O' IUMvOflhlp mu..-,!!_~!~~!~_..d on Bch.dul. f)________
IIEM
NUMBER OEBCRlPTION
VALUE AT DAlE
OF OEATH
1. 207 shs American Telephone & Telegraph Co. Common, NYSE, DOD/sh $50,66
2. 544 shs Bell Atlantio Corp, Common, NYSE, DOD/sh $55.25
3. 376 shs PECO Energy Compsny, Common, NYSE, DOD/sh $28.75
4. Ex-Dlvldend5-16-95,ltem3
5. 61 shs Rochester & Plllsburgh Coal Co, Common, NASDAQ, DOD/sh $32.13
6. 100 shs Duquesne Ught Co, 4.10% Pfd, NYSE, DOD/sh $25.25
7, 100 shs Duquesne Ught Co, 4.20% Pfd, NYSE. DOD/sh $26.75
6. 170 PP&LResources, 4.40% Pfd, NYSE, DOD/sh $61.00
9. 5M Par U.S. Treasury Bond, 6.00% due 6-15-01
10. Interest to 000, Itam 9
11. 10M Par U.S. Treasury Note. 7.25% due 2-15-96
12, Interest to 000, Item 11
13. 10M Par Paoillo Telephone & Telegraph Co, 6.50% dua 7 -1-03
14. Interestto 000, Item 13
15. 2100.505 shs AMP GNMA& U.S. Treasury Fund
15. 12M U.S. Treasury H Bonds
10,531.13
30,056,00
10,610.00
152.26
2,602.13
2,525.00
2,675.00
10,370,00
5,123.44
116.69
10,403.13
215.49
9,903.10
274.44
31,946.66
12,000.00
Total ,liD .nter on IIn. 2 reca Itulatlon
(tf more 'pac. II nlldld,ln..rt additlonallhl"l al..m. size)
139706,71
-
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
~EBSQNAl_PROPERIY
PJtuLfrlnl.orJyp.
FILE NUMBER
21-95-0473
'" a::u' lNiIfCAlnu.,.....'tlv""""'
r~,MAIct'~.......N'JII
.
..IG.... ..ca......
EBTATE OF
Ralph Hunter
(All property oInUr-owntd writh the nlghl at Survlvor,hlp mUlt b. d!lcloud on Schdul. F.)
ITEM DEBCRIPnON
NUMBER
VALUE AT
DATE OF DEATH
1. Income cash, Financial Trust Services Company trust under egreement
2. Principal cash, Finencial Trust Services Company trust under agreement
3. Checking accoun~ The Fermers Nallonal Bank of Newville, 22-125-2
4. Interest to 000, lIem 3
5. Gulf all, credit card refund
6. Forbes/American Heritage, subscription refund
7. Rochester & PllIsburgh Coal Co., pension due estate
8. 1988 Ford Escort, sale proceeds
g. Interest Check, AARP GNMA Fund
10. Interest Check, US Treasury Series H Bonds
985.91
15,390.51
3,218,08
0.46
59.45
39.25
27.20
1,950.00
181.09
360.00
Total alia .ntat on Un." teee lIulatlon
(It mOt' apacIl1 n..dld,lnllrt addltlonalsh,'" of .am. Ilze)
22 209.95
THE FARMERS NATIONAL BANK
OF NEWVILLE
I W. Dig Spring Avenue
P.O. Do. 156
Newville, Pennsylvania 17241-0156
717.776.5312 . 717.776.5452
Mervin J. Morrison, Presldenl
Carolyn H, Kough. Euc, Vice Presidenl
James n. Sltowvnkcr, Cashier
Douglas R. Lindsay, AsSI. Cashier
July 13, 1995
Ms. Jane F. Durke
Senior Vice President & Trust Officer
Farmers Trust Company
1 West High Street, P.O. Box 220
Carlisle, PA 17013
Dear Ms. Durke:
RE: Estate of Ralph M. Hunter
Mr. Hunter had a checking account 022-125-2 with this bank which had
a balance of $3,216.08 plus accrued interest of .46C on June 2, 1995. the
date of death.
Mr. Hunter also has a safe deposit box with this bank. number 597.
Sincerely yours, ~
I. KOUgh'7~
,.
,
-~ OHWUl.ntOl,....nV....
..-.;,."oUlCIJ.~"1UfW
...IDlWTWCl....,.
~ SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MIS_CELLANEOUS_EXP-ENSES ~~~.HYPI oLPIInL
FILE NUMBER
ESTATE OF
Ralph Hunler
21-95-0473
AMOUNT
ITEM
NUMBER
DEBCRlPTION
A.
Funeral Expenses:
1.
Cremation Society o. PA
695.00
B.
Administrative Coats: Finsnclal Trust Services Company
PIt.onal Repre..ntaUva Commllllon.
8oclal8ecurity Number of PIt.onal Rapra..ntlllva:
7,976.75
1.
Vear CommJaalonl plld _
2.
3.
Hamilton C. Davis, Esquire
Attorney Faa.
5,500.00
Flmlly Exemption
Claimant
Add,e.. of Claimant It decedent'l death
Str." Add"..
CRy
0.00
264.00
Relallonlhlp
Slate
4.
Probate F...
Register of Wills, Letters Testamentary & Short CertJflcates
C.
Miscellaneous Expenses:
1, The Sentinel, advertJslng Letters Testamentary
2, Cumberland law Joumal, advertising Lellers Testamentary
3, Mlsceflaneous RUng & Closing Costs
62.12
40.00
200.00
Total .110 ent.r on line g rec. lIulaUon
(If more Ipace I, n.aded. In..rt addltlonal .he.tl 0' ..me Ilze)
14 737.67
1. Financial Trust Services Co Trustee Under Will FBO Richard H. Hunter
Son
100%
.
aMot' """-'4.,"01' "...n~AIM
.. ~AtCI ,....NII't
.~.!!l!>l"IJI.r _=
EarAre OF
1_-
SCHEDULEJ J
BENEFICIARIES
- ~------ -.~.'2..==,,*," _$~-=-""",,==-"";..~~.~"'.="
FILE NUMBER
21-95-0473
-.=
Ralph Hunter
IreM
NUMBER
NAME AND ADDREsa OF DENEFICIARY
nEU\TIONaItlP
AMOUNT OR
DUARE OF EaTATE
A. rallaobl. B.qUlltl:
ITEM
NUMBER
NAME AND ADDREDD OF BENEFICIARY
AMOUNT OR
BHAIIE OF EaTATE
B. Charltabl. and Ooylt'nm.nlal a.quII'I:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEaUESTS IAllo ent., on Iln. 13. RocI hulaUon
(If more .pace I, n..d.d, Inlert additlonal ahe"1 01 ..me Ilze)
0,00
,.
LAST WILL AND TESTAMENT
I, RALPH M. HUNTER, of West Pennsboro Township. Cumberland County.
Pennsylvania, declare this to be my Last Will and Testament and revoke any
o
will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expensea of my lsst illneas, ahall be paid from my
reaiduary estate as soon as practicable after my decease as a part of the
administration of my eatate.
ITEM II: I devise and bequeath the residue of my estate of every nature
and wherever situate to FA~IERS TRUST COMPANY, of Carlisle, Pennsylvania, or
its successor Trustee, to be added to and thereafter treated as a part of
that certain inter vivos trust created by me on ~ I7;RttI , of which
FARMERS TRUST COMPANY is initial trustee, to have and to hold, IN TRUST, for
the uses and purposes and subject to the terma and provisions thereof.
including any alterations or ameodments thereto, or any other inter vivos
trust which may hereafter be substituted therefor.
. ITEM III: I direct that all taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction impoced, shall
be paid from my 'residuary estate as part of the expenses of the
administration of my estate.
ITEM IV: I appoint FARMERS TRUST COMPANY, executor of this my last
will.
Should FARMERS TRUST COMPANY fail to qualify or cease to act as
executor, I appoint my a.ttorney, Hamilton C. Davis and my son, Richard H.
Hunter, alternate co-executors.
ITEM V: My corporate fiduciary shall be entitled to compensation based
.'
.,'
upon its regular schedule of fees for such services in effect from time to
time during the period over which its services ore performed.
ITEM VI:
My individual fiduciary shall be entitled to reasonable
compensation fqr his or her services rendered from time to time unless
different compensation has been provided for in a separate letter of
agreement.
ITEM Vll: 1 direct that my executor or guardian or their successors
shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and sesl to this my Last Will
and Testament, written on three (3) sheets of paper, doted this '7~ day of
~~
, 1991.
tf.~4 'h Ii. -1 .."
R lph M: Hunter
(SEAL)
The preceding instrument, consisting of this and two (2) other
typewritten psges, each identified by the signature of the testator, was on
the day and dote thereof signed, published and declared by the testator
therein named, as and for his Last Will, 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.
--O~~.
~(!L
e~ PA
,
;.J~.jt I ~.
residing at
residing at
2
-
shall be added to Principal.
B. As much of the accumulated income and Principal of this trust as
TRUSTEE in its sole discretion may from time to time think advisable for
the support of SETTLOR to maintain him in the station of life to which he
.
is accustomed at the creation of this trust, or during illness or
emergency, shall be either paid to him or else applied directly for his
benefit by TRUSTEE.
C. Upon SETTLOR's death, Trustee shall, as expeditiously as is
practicable, distribute all the residue and remainder of the principal and
any accumulated and undistributed income and any additions received under
SETTLOR's Will or the Will of any other person or otherwise, after payment
of SETTLOR's debts, taxes and administration expenses as hereinsfter
provided, ss follows:
to SETTLOR's son, RICHARD H. HUNTER, provided he
shsll survive SETTLOR by thirty (30) days.
D. If SETTLOR's son, RICHARD H. HUNTER, predeceases him, or dies on or
before the thirty-first day following the death of SETTLOR survived by
issue, such issue shall receive, per stirpes. that which the SETTLOR's son.
r.ICIIARD II. IIUNTER, would have received had he so survived.
Should
SETTLOR's son, RICHARD II. HUNTER. predecease SETTLOR or die on or before
the thirtieth day following SETTLOR's desth and leaving no issue. then and
in that event the balance distributable hereunder shall be distributed. as
follows:
1. Twenty (20%) percent thereof to COVENANT HOUSE, 340 West 42nd
Street. New York. New York 10108-9998,
2. Twenty (20%) percent thereof to INDIANA UNIVERSITY FOUNDATION,
of Bloomington, Indiana 47401. in memory of Martha Baker Hunter,
3. Twenty (20%) percent thereof to PURDUE FOUNDATION. of West
2
--
Lafayette, Indiana 47907.
4. Twenty (20%) percent thereof to GREEN RIDGE VILLAGE FUND, Green
Ridge Village, Newville. Pennsylvania 17241,
5. Ten, (10%) percent thereof to BIG SPRING PRESBYTERIAN CHURCH,
Newville, Pennsylvania 17241. and
6. Ten (10%) percent thereof to PRESBYTERIAN HOMES, INC., of 1217
Slate Hill Road, Camp Hill, Pennsylvania 17011.
THIRD: The principal and income of this trust shall be free from
anticipation, assignment, pledge or obligation of SETTLOR or of any
beneficiary and shall not be subj ect to any execution or attachment or to
voluntary or involuntary alienation.
FOURTH: Settlor appoints FARMERS TRUST COMPANY, of Carlisle,
Pennsylvania, guardian of any property which passes, either under this trust
or otherwise, to a minor and with respect to which settlor is authorized to
appoint a guardian and have not otherwise specifically done so, provided that
this appointment of a guardian shall not apply to property distributable
under this trust to a minor for whom special provision hss otherwise been
made herein and provided further that this appointment of a guardian shall
not aupersede the right of any fiduciary in its discretion to distribute such
share to the minor or to another for the minor's benefit. Such guardian shall
have the power to use principal as well as income from time to time for the
minor'a support and education (including college education, both graduate and
undergraduate) without regard to his or her parent's ability to provide for
such support and edueacion, or to make payment for these purposes, without
further responsibility. to the minor or to the minor' e parent or to any
person taking care of the minor.
FIFTH: Trustee shall have the power, but not the duty, to make such
3
"..
..;,.... ~..
xpenditures out of this trust as it, in its uncontrolled diacretion, may
consider desirable in order to facilitate the settlement of SETTLOR'a eatate.
In exercising such power, Trustee may pay. in whole or in part, any or all of
the following ~tems: the expenses of SETTLOR I S last illness and burial,
including cost of gravemarker; his debts; his income taxes; the death taxes
on any and all property included in his gross estate for tax purposes; and
all other items in connection with the settlement of his estate. Any such
items may be paid directly by Trustee or the funds for their payment may be
transferred by Trustee to SETTLOR's executor or administrator; and neither
such executor or administrator or any beneficiary of SETTLOR's estate shall
be required to reimburse Trustee for any funds so paid or transferred. All
such death taxes on present or future interests ahall be paid at such time or
times ss Trustee may think proper, regardless of whether such taxea are then
due, provided that any postponed taxes on future interests shall be charged
againat the particular share with respect to which the taxes are imposed.
SIXTH: Trustee and guardian shall have the following powers in addition
to those vested in it by law and by other provisions of this trust,
applicable to all property. whether principal or income, including property
held for minors, exercisable without court approval, and effective until
actual distribution of all property:
A. To retain any or all of the assets of this Trust, real or
personal, including stock of a Trustee, without regard to any principle
of diveraification or risk.
0, To invest in all forms of property, including stock, common trust
funds and mortgage investment funds whether operated by a Trustee or by
others, without restriction to investments authorized for Pennsylvania
fiduciaries, as it deems proper, without regard to any principle of
4
.-
diversification or risk.
C. To sell at public or private sale, to exchange, or to lease for
sny period of time, any real or personal property, snd to give options
for sales, exchanges or leases, for such prices and upon such terms or
,
conditions as it deems proper.
D. To allocate receipts and expenses to Principal or income or partly
to each as TRUSTEE from time to time thinks proper in its sole
discretion.
E. To compromise any claim or controversy.
F. To distribute in cash or kind or portly each.
G. To purchase assets from SETTLOR's estate and to lend money to
SETTLOR's estate, even though TRUSTEE is also SETTLOR's personal
representative.
H. To hold property in his name without designation of any fiduciary
capacity or in the name of a nominee or unregistered.
1. To repair, alter or improve any real or personal property; to
borrow money, including the right to borrow money from any fiduciary
hereunder, and to pledge, mortgsge, or create a aecurity interest in any
property held by them as security therefor, and to make loans, secured or
unsecured, for such purposes and upon such terms and conditions as the
trustee may deem advisable, including loans to SETTLOR's estate, with or
without interest, for any purpose whatsoever, and to exercise options of
any kind.
J. To subacribe for or to exercise options for atocks, bonds or other
investments;
to join in any plsn of lease, mortgage, merger,
consolidation, reorganization, foreclosure or voting trust and to deposit
5
securities thereunder; to vote securities in person or by proxy. in such
connection to delegate diHcretionary powers; and generally to exercise
all the rights of security holders or employees of any corporation.
K. To continue the operation of any business in which SETTLOR may be
.
interested or engaged at the time of SETTLOR's death (regardless of the
form or organization of any such business, whether the ssme be s sole
proprietorship, a partnership or 0 corporation in which SETTLOR owns all
or 0 substantial portion of the stock and including any farming business
and the rental of farm lsnd which SETTLOR. may own. either solely or os 0
co-tenant. including undivided fractional interests), which business or
an interest in which sholl be received by SETTLOR's fiduciary, subject to
the terms of any agreement SETTLOR may have made for the sole of such
buainess or interest or any assets thereof, until such time as SETTLOR's
respective fiduciaries deem it advisable to sell, liquidate or distribute
the same in kind. SETTLOR's fiduciaries sholl have all the rights and
powers in connection with said business os SETTLOR had when living.
including by way of exemple and not limitetion the powers to operate or
join in the operation thereof as e going concern. the right to chenge the
form of eny such business by the reorganizetion or incorporation thereof.
or the formetion or re-formation of a general or limited partnership with
respect thereto, and also including the right to invest in any business
or make agreements for the utilization in any business or lease to or in
conjunction with any business the property of SETTLOR's estate or any
trust hereunder for such periods of time and upon such terms and
conditions and to liquidste or sell the some or any port thereof, all as
SETTLOR's reapective fiduciaries ahall deem adviaable for the beat
intereats of SETTLOR's estate and of the beneficiaries thereof, without
6
any liability for loss resulting from the operation o( said business
except where such loss is the result o( gross negligence ur fraud on the
part of the particular fiduciary. SETTLOR's corporate executor and
trustee shall be entitled to receive. for services in connection with
said business, such additional compensation as msy be commensurate
therewith. SETTLOR's fiduciaries are specifically authorized and
empowered to engage the services of such persons as may be reasonably
necessary or desirable to provide legal, accounting and business
management expertise to or for said business and to engage employees and
agents therefor and to agree for the compensation of said persons in
addition to the additional compensation of SETTLOR's respective
fiduciaries provided for above.
L. TRUSTEE, generally. shall have full power and authority to
exercise all rights snd privileges appurtenant to any property held by
it, and to execute and deliver any and all instruments which may be
necessary or expedient in the exercise of the powers granted herein.
M. In making distribution of SETTLOR's estate, executor and in making
distribution of any trust, TRUSTEE is hereby granted the power to make
non-prorata distribution of assets in kind.
N. TRUSTEE in addition to other powers granted shall have the
authority to purchase life insurance on the lives of sny or all
beneficiaries of the trust. In addition, specific authority or power is
granted to pay premiums on existing policies as well as those purchased
after the creation of the trust even though said policies may not be
owned by or payable to TRUSTEE as beneficiary. Premiums may be paid from
the income of the trust estate or, if necessary. from Principal.
O. To exercise any law-given option to pay death taxes in
7
-
installments. the payment of interest due on such installments to be a
charge against Principal.
P. To exercise any law-given option to treat adminiatrative expenaes
either aa inFome tax or as estate tax deductiona, without regard to
whether the expenses were paid from Principal or income.
Q. Should the Principal of any trust herein provided for be or become
too small in TRUSTEE's discretion so as to make estsblishment or
continuance of trust inadvisable, TRUSTEE or SETTLOR 'a peraonal
repreaentative may make immediate distr,ibution of the then remaining
Principal and any accumulated or undistributed income outright to the
person or persons and in the proportiona they are then entitled to. If
any auch person is then a minor, distribution may be made to that
peraon's guardian, or to a person selected by the truatee to be custodian
for such person until the age of twenty-one (21) yeara under the
Pennsylvania Uniform Gifts to Minors Act.
R. Any individual trustee may from time to time delegate his or her
powers and dutiea, both ministerial and discretionary, to the corporste
trustee with full power to revoke such delegation and renew the same at
pleasure.
S. To receive other property of any type acceptable to the TRUSTEE,
including, but not in way of limitation, life insurance proceeds. which
may be devised, bequeathed. assigned, granted, conveyed or made payable
to TRUSTEE by any other person, to be added to and administered in
accordance with the then applicable provisions of the trust or truata
hereunder; provided, however, if more than one trust ia then being
administered hereunder, such other person may specify, in the instrument
of transfer, among which trusts, and in what proportions such property
8
sholl be sllocated.
T. To treat the entire trust estate as a common fund for the purpose
of investment, notwithstanding any provision herein for division thereof
into shares or separate trusts.
SEVENTH: TRUSTEE sholl have no duty to psy any premiums on the life
insurance polic.ies subject hereto and the companies issuing such policies
shall have no responsibility to see to the fulfillment of this Trust or the
application of the proceeds of such policies and TRUSTEE shall have no duty
to bring suit upon any of the life insuran~e policies subject hereto unless
it holds funds hereunder out of which it may be indemnified agsinst all
costs, legal fees and other expenses of suit.
EIGHTH: SETTLOR reserves to himself the following rights (each of which
may be exercised by SETTLOR alone whenever and as often as SETTLOR may wish):
A. All rights now or hereafter vested in SETTLOR as the owner and the
insured under the life insurance policies subject hereto, including, but
not limited to. the rights to change benericiaries, to borrow on policies
either from the issuing companies or from other institutions or other
persons, to assign and pledge policies for any loan and to receive
dividends and sll other psyments available to the owner and the insured;
and
B. The right by an instrument in writing intended to take effect
during SETTLOR's lifetime signed by SETTLOR and delivered to TRUSTEE to
revoke or amend this Agreement in whole or in part provided that the
duties, powers and liabilities of TRUSTEE shall not be substantially
changed without its written consent.
NINTH: Subject to the approval of TRUSTEE, anyone may add property,
real or personal. to the Principal of this Trust by deed, will or otherwise.
9
.... ' .
instrument to be executed the day and date first above written.
,
I~~ 1'A (J-t-
Ralph H. Hunter
SETTLOR
FARMERS TRUST COHPANY, TRUSTEE
Attest: ",
'" ;2~dih
By:rdf4ML ,~
Its fr. rJte "'I,"61'^r-
STATE OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
On this. the /7r/. day of J,. Iy . 1991. before me. the
undersigned officer. personally appeared Ralph H. Hunter known to me (or
satisfactorily proven) to be the person whose nome is subscribed to the
within instrument. and acknowledged that he executed same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set
my hand and official seal.
{)d~~ /It., r:;: -<L-",,-
Notary Public
N01",..:.:;,\.:.;. ',;. ..~ .....----.
VELO^ M. SF.AS[. NOIVY ,'dllh:
ShlppcmburR Ooro, Cumberland Co., Pa.
MyCcmmlS110n u.i'lr~!&^prIl16, 1994
STATE OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
On this, the 17 tt. day of J... tv . 1991. before me. the
undersigned q!H,'~~. personally appeared ..j It...~ ,:. I!...,..t;.. who
acknowledged filinJie.ff to be the S', v,l'rrs; 4ie..r of Farmers Trust Company.
a corporation. and thst 'he as such s~. ~,P,'r:c.I..-;r . being authorized to do
so. executed the foregoing instrument for the purposes therein contained by
signing the name of the corporation by ~wdelf as 5,. v,~'r;~'A.T
10" r .,~
IN WITNESS WHEREOF. I hereunto set my hand snd official seal.
I/I.I~ /Jt.,f;""-<:L C
Notary Public
11
-~;Uj'l:;;:'" ~'i./,l'.'
VElDA M. S&\S!, NOI.1'Y I'"blle I
Shlppe"'~ulp, 80ro. CUOlbc:rIOl><! co" Po,
My Cammlsslon ~~2.!!.~_.
'" -, .... '... --. - .
.. - .- -- -----.. .-- .,-- .-....- ~_..- ,. --.. .-
r-i ,~,},:,-~~c,~;:T:p;,;-)"':~\-;';~-:'i~"'~'P~t-H:"i.-_),~~l'1't_:ft;":t.!\T{,~:t,Y:\~i:;:'::,~::e:;--,>:~<:'/::',:'r<:\t ;-:-~ . ,'; ';'-' . ':/. ,'__,<, <! 'c,'>--;"J:',:/:,';C;:
<,;--, ~-,,:, /, i ;~, ,'>,
~lL;;'""m1~1l.t~::~~:L":,1D,i1;I_:
ACN
m ASSESSMENT P:I
RECEIVED FROM, It CONTROL iii AMOUNT
NUMBER
"
FINANCIAL TRUST SERVICES CO
1 W HIGH STRr.ET
POBOX eeo
CARLISLE, PA 17013
IV!
.1 ,c96.~b'
'otD Hill
ESTATE INfORMATION,
~ fiLE NUMBER
5iII el-199:5-0'/73
~ NAME Of DECEDENT (LAST)
~ HUNTER RALPH M
II DATE Of PAYMENT
B POSTMARK OI.TE
COUNTY
SSN 7I7-03-b691/
(fiRST) (MI)
I
j
!
I
I
f
CUMBERLAND
OATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
tfol ,e9b.3b
VZ
FINANCIAL TRUST SERVICES CO
SEAL
"
CHECKtI 007bll
, '
..
RECEIVED BY
, SIGNATURE
,
,
.'
I
,i.,
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
, )
-- - - - - - - - - - - -,..- ~.--..--- ---.:,_.-..~- - - -- - - - - - -~ -, - ~ ~ -- ~
" ,
...'
,.,
,
I
..
. .
..
..--'--
--._~-.~-.~A. _ _ !, ,,:-
! --,
\
t/
/.) - -f(' (I
REV-151t7 EX AFP 112-95*
COtttONWUL HI Dr PlHHSVlVAHIA
DlP"!HlNl or REVENU(
IURUU Of IHDIVJnUAL IAk[S .
DlPI.1IO.o1
IIAARlnURe. PA 11111.0601
nlAl!OF HuNT!:!! RATP
DATE OF DEATH 06-02-95
(~ l~
ACN 101
NOTICE Of INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
DATE 06-05-96
FILE NO.
COUNTY
CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBHIT TIlE UPPER PORTION Of TNIS fORH WITH VOUR TAX
PAVHENT TO THE REGISTER Of WILLS. HAXE CHECK PAVABLE TO "REGISTER Of WILLS. AGENT"
REMIT PAYMENT TO:
FINANCIAL TRUST SERVICE C
1 W HIGH ST
PO BOX 220
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount R.lli t t.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
jiEIi:iiji'-j-Ex-"j:i;-ii2:m--iiiiTicr-OF--itiHEiiifAN-cE-~fAx-iipPRiiisEiiā¬ii;--;-"Ll."OWANCE-oli-u--m----m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUNTER RALPH M FILE NO. 21 95-0473 ACN 101 DATE 06-05-96
TAX RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I eat.t. ISchaduh AJ el)
Z. stock. and Bond. (Schedule 8) (2)
3. Clo..ly Hald stock/Partner.hip Int.r..t (Schedule CI (3)
4. Hortg.ga./Not.. Racaivabl. (Schadula 01 (4)
S. C..h/Sank Deposlta/Hllc. Parlonal Property (Schedula E) 151
6. 401ntly Owned Property (Schedule FJ 161
7. Tr.n.f..... (Schedula G) 171
8. Tot.l Aud a
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer.l E~pan.e./Adn. Coat./Hi.c. E~panse. (Schedula H) (9)
10. D.bta/Hartgage Liabiliti.a/Llan. ISchadule I) 110)
11. Tot.l Daduction.
12. Net Value of Tax Raturn
IS. Ch.rU.bh/Govarn".ntal Bequa.t. tSchadule J)
14. Nat Valua of E.tat. Subjact to Tax
I~ an assessment was isaued previously, lines
re~lect figures that include the total of Ahh
ASSESSMENT OF TAX:
15. Allount of Llne 14 .t Spau.al rata US)
16. AMount of Lina 14 taxable at Lin..l/Cla.. A rat. (16)
17. Allount of lina 14 t.xabl. at Collataral/Cla.. B r.ta (17)
18. Principal Tax Dua
TAX CREDITS:
PAYHENT
DATE
00-31-95
03-01-96
NOTEI
RECEIPT
NUHBER
AA040195
AA1l2501
DISCOUNT t + I
INTEREST (-I
360.42
.00
I CHANGED
,00
139.700.71
.00
.00
22,209.95
.00
.00
181
161.910,66
14,737.07
3.459.52
Ill)
112)
1131
1141
1 R . 1 q7 ~q
143.721. 27
,00
143.721. 27
lit, IS and/or 16, 17 and 18 will
returns assessed to date.
.00 X .00.
143.721.27 X .06.
.00 X .15.
118)
.00
0.623.28
.00
8.623,20
AHDUNT PAID
7,000.00
1.296.56
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,664.98
41. 70CR
.00
41.70CR
. 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 "CREDIT" ICR). VOU HAV BE DUE
A REfUND. SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS. I
'0 $
:~ ::;.
c-
P-
0\
<0:
\::~
"0;;
u
(~ .
.(~
'oJ
,-)
.~,
t.
If'
~
~
:')
.u
'I:; E
~::I
Uu
11
.'
,-') ::.
fJ .',
Or]
a>ci:
a:
"
RESERVATION I Elt,t.. of dlcadant. dWlng on or bafar. Oleaabat 12, 19.2 .- l' any future lnter..t In t~ I' tat. 1. 'ten,fltted
In po.....lan at anJov-ant to el... . (collat,ral) blnetlclatl.. of thl dlCldant .'t,r thl Ixplratlon of BnV ..tata for
II'. or 'or v..r., the Co..onw.alth har,by Ixpr...lv r...tv.' thl right to appral,. and ...... tran.,.r Inharltanca '1M"
at the lawful el... . (coll,t.,a.' tat. on any luch lutur. Int.t..t.
PURPOSE OF
HOTICE. To fulfill the requlra..nt. of Slctlon Zl~D of thl Inherltancl ~ E.t,t_ TIM Act, Act 22 of 1991. 72 P.S.
SICtion 2140.
Detlch thl top portIon of thl_ Hotle. and .~lt with your ply..nt to thl AI;I,tar Df Will. printed on thl r.var.. ,ld..
..-".h check or ItOn.y ord.r p.y.bl. tOI REGISTER OF' HILLB, AOENT
All p.y..nt. r.c.lvad ,hall flr.t ba appll.d to .ny Int.r.,t which ..y b. dUe with any r...lnd.r appll.d to the t...
REFUND (CR). A r.fund of . taM cr.dlt, which w., not r.qu..t.d on the Tax Raturn, .ay ba raqua.tad by coapl.tlng an "APplication
fo" R.fund 0' P.nn.vlvanl. Inh.rltancl and E.tata Tax" eREV~IS1S). Appllc.tlonl ar. avallabl. at tha of,lc.
of the R.ghtar 0' .,UII, any of the ZS R.v.nu. Dlst,.lct Offlc.., or by caUlng the ,p.cial 24-hour
an.w.rlng ..rvlc. nuab.,.. fo,. for., ord.rlngl In P.nn,Ylvanl. l"100~S62-2050, out.lda p~,Ylvanl. and
within loc.l H.rrllburg .r.. (717) 717-1094, TDDI (717) 772-2252 (H..rlng lap.lr.d Onlv).
PAVttEHT.
OBJECTIONS, Any p.rty In Int.r..t not ..tl.fl.d with tha .ppr.I....nt, .llowanc. 0,. dl..llowanc. of daductlon., or ........nt
of tax (Including dl.caunt or Int.r..t) .. .hown on thl. Hotlc. lU.t obJ.ct within ,Ixty (60) d.y. of r.cllpt of
thl, Notlc. by.
....wrltt.n prot..t to the PA D.p.r...nt of R.v.nu., Ba.rd of App..Is, D.pt. 211021, H.rrlsburg, PA 17121-1021, OR
--ellctlon to h.v. the ..tta,. d.t.raln.d .t _udlt of the .ccount of thl p.non.1 nprnant.UvI, OR
--app.al to thl Orphan.' Court.
AD"IN
ISTRATlVE
CORREcTIONS I
DISCOUNT I
r.ctu.1 .rror. dl.cov.rld on thl. ........nt .hould b. .ddr....d In writing to. PA D.part,.nt of R.v.nu.,
Bur.au 0' Individual '.re., ATTHI po.t A.......nt R.vl.w unit, D.pt. 210601, Harrl.burg, PA 17121"0601
Phone (711) 787.6505. S.. pIg. S 0' the baokl.t "Inltructlan. for Inh.rltanc. T.. R.turn for a R..ld.nt
D.cad.nt" (REV-1S01) for an ..plan.tlon of adalnl.tratlvely corr.ct_bl. I,.,.ar..
I' any tax due I. p.ld within thr.. (S) cal.nd.,. .onth. aft.r the d.c.d.nt'. d.ath, . flv. p.rcant (SX) dl.count of
the t.x paid I. allowad.
PENALlY I
Tha lSX tax aana.ty non~pa,.tlclpatlon panalty I. coaputad on tha tat.l of the tax and Int.,...t .......d, and not
paid b.fara Janu.ry II, 1996, the flr.t d.y .fta,. tha .nd of the taM .an..ty p.rlad. Thl. non-p.rtlclpatlon
p.n.lty I. .pp.alabl. In the .... .ann.r and In the thl .a.. tl.. p.rlod a. you would app... thl tax and Int.r..t
that has b..n .......d .. Indlcat.d on thl. notlc..
INTEREST.
Int.,...t I. ch.,.g.d blglnnlng with flr.t day of d.llnqu.ncy, 0,. nln. (9) aonth. .nd onl el) dav f,.ol the d.t. of
d..th, to the d.t. of p.y,.nt. Ta.e. which b.c... d.llnqu.nt b.fo,.. Janu."y 1, 1982 ba.r Int.,...t .t the ,.at. 0'
.Ix (6XI p.rcant p.,. annua calcul.t.d .t a d.lly ,.at. of .GOOI6~. All ta... whIch blca.. d,llnqu.nt on and .fte,.
January I, 1982 will b,e,. Int.r..t .t a ,..t. which will va,.y fro. c.lend.,. Y.'" to c.l.nd.,. y.er with thet ,.et.
ennounc.d by the PA D.p.rt"nt 0' R.v.nu.. Th' appllc.bl. Int.,...t rete, fa,. 1982 through 1996 .r..
!!!! Int.,...t A.t. O.lly Int.rut Fllctor !!!r Int.rnt R.t. o.lly Int.r..t Factor
1982 ..~ .0005"8 1917 .~ .OG0247
1915 16% .GOOO8 1918-1991 lliC .GonGl
1914 IU .GDDSDl 1992 'X .000247
1'85 lJX . GDDSS6 199J-I99~ 7X .000192
1986 1O~ .000274 1995-1'" OX .aa02~7
ulnt.,.nt .. c.lculat.d .. follow..
INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
.~AnY Notlc. I..u.d afte,. the tax b.co... delinquent will ,..fl.ct an Int.r..t calcul.tlon to flft.an (15) d.ys
b.yond the d.te of the ........nt. If p.y..nt la .ad. .fta,. the Int.,...t co.putatlon d.t. .hown on the
Notlc., additional Int.r..t au.t b. c.lculatad.
v' /.:.; ((I (/
COMMONWEALTH OF PENNSyLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
('1/*
BUREAU Of INDIVIDUAL TAXES
INHERITANCE rAX DIVISION
DEP'. lI0601
HARAUlllRD, PI. UU'-atll
tn.II" II &I. III....
FINANCIAL TRUST
1 W HIGH ST
PO BOX 220
CARLISLE
SERVICE C
DATE
ESTATE O~
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
07-22-96
HUNTER
06-02-95
21 95-0473
CUMBERLAND
101
A.aunt R..ltted
RALPH
M
PA 17013
MAKE CHECK PAyABLE AND REMIT PAyMENT TOl
REGISTER DF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To lnlur. proper credit to your account, lub.lt the upper portion of thi. farn with your t.. pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v=il,ijj-iX""Fj>--ioi-:96y------.iMii"iilHiriiTANC'E-i'AX-si'iiTiH.E"fWiiF'-Ai:"ciiiiijf--iiliii------mn----------
ESTATE OF HUNTER RALPH M FILE NO. 21 95-0473 ACN 101 DATE 07-22-96
THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NAHEO ESTATE. SHOWN BELOW
ISA SUHHARY Of TNE PRINCIPAL TAX DUE, APPLICATION Of ALL PAYHENTS, THE CURRENT BALANCE. AND, If APPLICABLE.
A PROJECTED INTEREST fIGURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT. 05-29-96
PRINCIPAL TAX DUE .___..._. _'.'_0'
8,623.28
PAYMENTS (TAX CREDITS);
PAYMENT RECEIPT 01 SCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
08-31-95 AA048195 368.42 7,000.00
03-01-96 AA1l2581 .00 1,296.56
07-08-96 REFUND .00 41.70-
. If PAID AfTER THIS DATE, SEE REVERSE
SIDE fOR CALCULATION Of ADDITIONAL INrEREST.
I If TOTAL DUE IS LESS THAN tl,
NO PAYHENT IS REQUIREO.
If TOTAL DUE IS REflECTED AS A "CREon" ICRl,
YOU HAV BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,623.28
.00
.00
.00
y.) ~'t
~ ',;(,1.,
-' '0
N
E:
'" .
~
<::)
'-"
,;-
,
U
UJU,.
a:
. :J
1"
PAyftEHTI
i:l~
UU
Dltlch thl top portion 0' thl.
printed on the r.v.r.. .Id..
Notlc. and .ub.lt with your p.y.ent ..d. p.ysbl. to the ne.. end Iddr...
If RESIDENT DECEDENT .... ch.ck or .ontIy ordu p.y.bl. tal REGISTER OF WILL,S, AGENT.
If NON"RESIDENT DECEDENT ..k. check or .onlY ord.r p.y.bl. tal COHHONWEALTH OF PENNSYLVANIA.
All p.y.ent. r.c.lv.d .h.ll b. IPpll.d flr.t to any Int.r..t which ..y b. due with any r...lnd.r .ppll.d to thl t'M.
REFUND (CRJI A r.fund 0' . t'M cr.dlt, which we. not r.qu..t.d on the TIM R.turn, .ey b. r.qu..t.d by cO'PI.tlng an
MAppllcatlon 'or R.fund of P.nn.ylvanl. Inh.rltanc. and E.tat. TaMM CREV-1313J. Application. .r. Iv.ll.bla at
the Dfflc. of tha R.,llt.r of Will., eny of the 23 Rlv,nu. DI.trlct Offlc.. or fro. the D.part..nt'. 2'-hour
en.warlng ..rvlc. nulb.r. for for.. ord.rlngl In p.nn.ylvanl. l-aOO-36Z-20S0, out.ld. p.nn.ylvanl.
end within loc.1 H.rrl.burg .r.. (111) 117-109', TDD' (1171 172-Z252 (U.lrlng IIP.lr.d onlyJ.
REPLY TOI
Du..tlon. r.,.rdln, .rror. cont.ln.d on thl. notlc. should b. .ddr....d tal PA D,p.rt.,nt of R.v,nu., Bur.au
of Indlvldu.1 T...., ATTNI Po.t A.......nt R.vl.w unit, D.pt. za0601, Uerrl.bur" PA I1IZ8-0601, phon.
(711) 717-6S05.
DISCOUHTI
If any t'M due I, p.ld within thr.. (3) cII.nder lonth. .ft.r the d.c.d.nt'. d.ath, . flv. p.rc.nt (S~J dllcount
of the tlM p.ld I. Illow.d.
PENALT't1
Th. 15~ t.. a~..ty non-p.rtlclpltlon p.nllty I. cosput.d on the totll of th. teM and Int.r..t .......d, .nd not
plld b.forl Janulry 18, 1996, the flr.t day aft.r the .nd of thl taM aen..ty p.rlod.
INTEREST I
Int.r..t I. charg.d b.glnnlng with flr.t dey of d.llnqu.ncy, or nln. (91 lonth. and on. Cl) day frol the d.t. of
d..th, to the date of p,y~lnt. TaMa. whlch blca'l dlllnqulnt ba(or. January 1, 198Z baer Int.r..t at the rat. of
.1. (6~J parc.nt p.r annul calculat.d et e delly rat. of .QOOI64. All te... which blce.. dellnqu.nt on end .ft.r
Janu.ry I, 19.2 will b.ar Int.r..t It e r.t. which will vlrv frol cal.nder y.ar to cel.ndar y..r with thet r.tl
ennouncld by thl PA D.pert.ent of R.v.nuI. Th. epplJcabl1 Int.r..t rat.. for 191Z through 1996 ar'l
V..r Int.r..t Ret. D.lly Int.r..t f.ctor
V.ar
Intar..t Rete
Dolly Int.re.t Factor
198Z ZOX .0005'8 1987 .~ .000Z41
1913 16~ .000438 1'188-1991 llX .oonol
1914 lliC .00Ual 1992 .~ .000Z41
1985 U~ .000356 1993-1994 7~ .00019Z
1916 lOX .000Z74 1995-1996 .. .GGOZ41
"'Int.r..t II celcullted .. followtl
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF OAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..uld aft.r the taM b.co... d.llnqu.nt will r.fl.ct en Int.r..t c.lcul.tlon to (Ift..n CIS) d'YI
b.yond the d.t. of the ........nt. .f p.y..nt 1. s.d. aft.r the Int.r..t COlPut.tlon'd.t. .hown on the
Notlc., .ddltIDn.1 Int.re., IU.t b. c.lculat.d.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF RALPH M. HUNTER, LATE OF WEST PENNSBORO TOWNSHIP
Schedule of Proposed Distribution
Balance for distribution as per First and Final Accountliled July 26, 1996.
$137.184.63
Distribution
Market Value
July 19. 1996
Cost Basis
Richard H. Hunter
5M par US Treasury Bond 8% 8-15-01
10M par US Treasury Notes 7.25% 2-15-98
10M par Pacific Telephone & Telegraph Co.
6.50% 7-1-03
207 shs American Telephone & Telegraph Co.
544 shs Bell Atlantic Corp
376 shs PECO Energy Company
81 shs Rochester & Pittsburgh Coal Co.
100 shs Duquesne Light Co. 4.10% Pfd.
100 shs Duquesne Light co. 4.20% Pfd.
170 shs PP&L 4.40% Pfd.
Principal Cash
Income Cash
5,007.80
10,165.60
9,647.70
11,048.63
32,300.00
9,212.00
2,541.38
2,500.00
2,687.50
10,221.25
41,260.45
925,25
5,123.44
10,403.13
9,903.10
10,531.13
30,056.00
10,810.00
2,602.13
2,525.00
2,675.00
10,370.00
41,260.45
925,25
$137,517.56
$137.184,63
Statement of the Reasons for the Prooosed Distribution
The above distribution is proposed In accordance with he terms of the Last Will and Testament
and Trust U/Agreement dated July 17, 1991 of Ralph M. Hunter, late of West Pennsboro Township,
Cumberland County, Pennsylvania.
'- ,~
F. Burke, Senior Vice President
Trust Officer
~ .
I! s
;:u ,..
~~ II)
c oS
!1 i
:; II
D ~
-;: ~
;;
;;
.
~ ]1>< ~
..!il I><
""'" :c
~ .~ f>< 8 Eo<
~~~ S~~eB
~ffit: ~OO~l:i;
WI><H "'..,
Pl ~ :O:"'~'"
~~: le~~l;;,..
2l8~~~H iilo
s o..:rii!cn ~~
"'~"''i'f><~ III
~ . '" 0 0
o "'01 f><~~"'j!;
H ~;;l~OH~l3<
8~~o~~::l~g~
t..lBozJ&l~t:~U)t..l
'0-
.!2.t:"
~ S
. . .~.
RElCO!',l' '"... \11
An;!"'! i -' ',/ills
'96 JJL 26 AlO :25
Cle, , . [c,1I1
Cum!.;.. ,hJ '~;l, PA
'"
01
U'l 01
01 .-i
01
.-i .
'"
. N
N
.. ::;
!3 .;
..,
iilc:ec~
, ~~'tl
~~
.II .!
~~~sl~ l ~
~1i5iS 0.
eIJ'~1 ~ 8
~ i ; i ~ I ' ! tf38
'11~J &~ ~ i !mE_
!il~I'i ~\ ~ ~
i.. J ~c ')...'''''1:)
101 :il'ic S c:
ii'l'!. ;Ule:>i! ~ cd
f II ~ S ~]! '5 il.5
B-B,,!..~ii J!l u..
cae
'5]!1iEi:~
~ .. '~'ftj .J:: '0;
:..s'8'tlS.c
..
~ ~
l<l ::l
"" f><
f>< f><
o 0
~ ~
"" ""
. . , .
8-29-95
Principal Conversions Into Cash
Q.aIn
2,100.505 shs AARP GNMA &
US Treasury Fund
Proceeds
Inventoried at
31,777.65
31.948.68
Tolals
.00
Net Loss on Conversions
6-14-95
6-15-95
6-20-95
6-26-95
6-28-95
6-29-95
7-3-95
7-7-95
7-18-95
7-24-95
8-7-95
8-15-95
8-16-95
8-28-95
8-31-95
9-20-95
9-25-95
11-8-95
1-23-96
2-29-96
Principal Disbursements
PP&L, service
Readers Digest, balance due
Gulf Oil Limited Partnership, balance due
Register of Wills, Lelters Testamentary & Short Certificate
Carlisle Cardiopulmonary, balance due
Gulf Oil Co.
Carlisle Imaging Assoc., balance due
Readers Digest, balance due
Belvedere Medical Corp, balance due
Cumberland Law Journal, advertising Letters Testamentary
A.Z. Ritzman Associates, Inc., balance due
United of PA, service final bill
Presbyterian Homes, Inc., balance due
PP&L, service final bill
Dave's Auto Service and Parts, service call 7-10-95
The Farmers National Bank of Newville, duplicate key for
safe deposit box
The Sentinel, advertising Letters Testamentary
Folcomer Locksmiths, service
Register of Wills, estimated PA Inheritance Tax
Mr. B's Autocare, auto repairs and service
Lebo's Garage, towing fee 1988 Ford Escort
Bidelspach Motors, change battery, clean terminals, wash and detail
Register of Wills, Short Certificate
Register of Wills, balance PA Inheritance Tax
Register of Wills, filing PA Inheritance Tax Return
3
J.m
171.03
171.03
$171.03
110.00
19.43
59.45
261.00
11.25
9.50
9.61
19.43
35.26
40.00
21.35
122.50
2,555.49
177.65
19.08
5.00
62.12
106.96
7,000.00
57.56
45.00
75.00
3.00
1,296.56
15.00
57.027.24
Income Distributions to Beneficiaries
Richard H. Hunter 9-29-95 to 6.28-96
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND:
Financial Trust Services Company,
Successor to Farmers Trust Company
Executor Ralph M, Hunter
L
o..\U..
Jane . Burke, Senior Vice President
and rust Officer
Jane F. Burke, Senior Vice President and Trust Officer of Financial Trust Services Company,
being duly sworn according to law, deposes and says that the Account as stated is true and correct and
that the Grant 0 Letters and the first complete advertisement thereof occurred more than four (4) months
before the filing of the Account.
Sworn and ~~scribed to before me
this 'Ql" day of July, 1996.
-
'Ii NOla"ol Soal
Soul~~,~:f:o~ NOtl::~ Public
My Comml..'on E;;.r~: ck,~~~f~~~
Member, PennsylvanIa ssoclallon of olarlcs
5
~-' .... _.
1'--- -- ---- -- ,-~.- ,- ,--- - '-.- ---- --- - - - -- ---- i ----- ------ -"---,-- -,-.- - --- -- -- -.--
j
'..
D AA 048195 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OP REVENUE
OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.1\l.Unlll....'
RECEIVED FROM:
FARMERS TRUST COMPANY
1 W HIGH STREET
POBOX eeo
CARLISLE, PA 17013
ESTATE INFORMATION,
r:. FilE NUMBER
liI el-199~-0473
EJ NAME OF OECEDENr (LAST)
. II OATE OF PAYMENT
B POSTMARK E
COUNTY
SSN 717-03-6694
(FIRST' (MI)
.....;
':\l
.., #
m
ACN
ASSESSMENT P:'
CONTROL Iii
NUMBER
AMOUNT
CUMBERLAND
OATE OF DEATH
REMARKS
FARMERS TRUST CO
101
-',uuu.uu
SEAL
CHECKH 61-41143S4e~
I
I
I
IO'OHIOf~
,
I
,
m TOTAL AMOUNT PAID 57 I 000.00
vz
. .
RECEIVED BY )i/(Utj ( ,l::i "./4 . JJI V
MARY C. LEW~SSIGN'':Z ~1Aj0
REGISTER OF WILLS f/J/ft:.t.
-----------------------~~r---____________~-------~
REGISTER OF WILLS
..
...-....-
....
.~
,
I
i
fo';
. -
.'. ..........
-~
_ _~r....
-1... ~
--._-___-:-:....----....AJI
t--
FinancialTrus~ Company
Services
on
,..
'~l
Name of Decedent:
,f!,.&rlJ~ ,R~I'QR,!,,_l,lN.I)~R _ !Wt.JLf! ,,,1, 2_
Ralph M. Hunter
,1
......,
Date of Death:
June 2, 1995
Will No.:
2195-0473
IiI
0,
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
report the following with respect to completion
administration of the above-captioned Estate:
1. State whether administration of the estate is
complete: Yes_lC_ No______'.
Rules, I
of the
2. I f the answer is No, s ta te when the persona I
representative reasonably believes that the
administration will be completed:..______________._
3. If the answer to No.1 is Yes, state the
following:
a. Did the personal representative file a
final Account with the Court? Yes-1(___ No,__
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c. Did the personal representative state an account
informally to the parties of interest?
Yes No_~__
d. Copies of receipts. releases, joinders and approvals
of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to
this report.
November 5, 1996
-~~-,1fll\l-,_..__..,------..,---
Jan' F. Burke, Senior Vice
Pre ident/Trust Officer
Financial Trust Services Company
Successor to Farmers Trust Co.
One West High street
Carlisle, PA 17013
Telephone: 717-243-3212
Personal Representative
Fnmlcrs Trust . DivislOIl or FimmdllJ Trw'Il CUI11('IIllY
I Wc~t lIiGh Street, P.O. nux 220 . Cnrlislc. fJA 1701.1
(717124]. ]212
Chamhcrshur1.l Trust
14 Nonh Mllin Slreet. P.O. Bux C . Chlllllhl'rshurll. PA 11201
(717) 26,1. 9201
Fin'll NUlillllal Bilnl. illlt! Trust nt,
l.l Wl'sl Main Slrecl. P,O, Uu.\ ;11)) . WlIyncshmn. P,' 1126M
(717) 7fo2 - HII.I
f:illlllll...ial Tm,' ('Inll
Jill 1\111.'11 Hnad. 1'.0, BIl,\ 22() . ('mUsIL', 11,\ 17013
(717) 2-1.1 . HI H)]