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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-iipPRiiisEii€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)]