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OF MARTHA JANE CHRONISTER :\ I, MARTHA J1\NE CHRONISTER, of Hampden Township, )" " Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last ~lill and Testament, hereby revoking nll ~'ills and Codicils by me at any time previously made. ITEH I I All inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by anyt'ecipient of any property, shall be paid by my Executor out of the property passing under I'l'E14 V of this Will if I predecease my husband, Carl F. Chronister ("Ny Husband"), or under ITEr!' VII if I do not predeceaso Hy Husband, as an expenoe and cost of arlministration of my estate. My Executor Ehall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executcr, my r:>:ecutor may pny any Dl;lath Taxes immediately or may postpono the payment ot' Death 'l'm:os on futuro or remainder interests until such time as pousessicn thor.oof accrues to the beneficiaries of such interest. Page 1 of ] 7 pages. I 1XH181T A . ~".< ',.J,'..,,, .'l' " " , t' .' ~ '., . , I .~ , ,...-. ITF.H II I hereby powers exercise I all appointment \~hich I may have at the time of my death in favor Ot my Executor, and all propp.rty subject to all such powers of appointment shall be included in my estute and be governed by the provisio',ls of this l'/illl provided, however, that I spocifically decline to exercise any power of appointment given to me in any Will, Codicil, Agreement of Trust or other instrument executed by By Husband. ITEl'l III I I give line bequeath (\11 of my houschold furni ture and furnishings, automobiles , books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, my collections, and all other like articlcs of household or personal use or adornment not disposed of in the preceding portions of this Will, to My Husband, if he survives mel or, if he does not survive me, to my childl"en, CARL S. CHRONISTER, JUDITH L. CHRONISTER Iind KAREN CHRONISTER LEADER, in equal shares or as they shlill agree. If any such child is not living at my death, but has then living issue, said issue, per stirpes, shall take the parent I s share. If any such child is not living at my death and has no issue living at my death, that child's shara shall be distributed to my issue, per stirpes/ living at my death. Pa~e 2 at 17 pages. "f'......, ," '"'11''''''' l~t " ,., II" \...',," d,', ;'. 01',. , '11. " , , , of I , ''rt\, '. ~ ~ , " fTEI'1 IV: If I survive f.ly Husband, Iheroby mako the fallowing specific bequests: (a) I give and bequeath the sum of TEN THOUSAND DOLLARS .($10,000,00) to TIlE HINISTER, TRUSTEES, ELDERS AND I'/ARDENS OF Z IONS CHURCH AT HARRISBURG, IN THE COUNTY OF DAUPlIIN, also known as Zion Lutheran Church, 15 South Fourth Street, Harrisburg, Pennsylvania, of which ! am ~ member, (b) I give and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to my Alma ~later, GETTYSBURG COLLEGE, Gettysburg, Pennsylvania. ITEH VI I give, devise and bequeath an amount equal to the dollar amount not ta~ed in my estate due to the unified credit: applicable to my estate. for federal estate tax purposes ("the exemptior. equivalent") to named, as Il'rust!e, IN TRUST NEVERTHELESS, my Trustee, hereinafter for the fOllowing uses and purposes: (a) My Trustee shall have, hold, manage, invest and roinvestthe auaets governed by such Trust, collect the income and, beginning at my death, pay over the net Page 3 of 17 pages. '~ 1""'1 .. income of such Trust to my Husband during his 1 it 0 time , in illstnllments no less frequently than quarterlY, (b) Upon the dc"th of My Husband, my Trustee shall distribute any accumulated income of such Trust to My Husband I s Estate, and distrJ.bute the principal of such Trust to my children, CARL S. CHRONISTER, JUDITH L. CHRONISTER and KAREN CHRONIS'l'r.P, r,EADER, in equal shares. If any such child ic not living at my death but has then living issue, said issue, per stirpes, sha 11 take the i,1 i, I ,. I i \ \ I I \ parent I s share. If any such child is not. living at: my death and has no issue living at my death, t.hat child' B share shall be dil,tributed to my issue, per stirpes, living at my death. provided that if any such issue has not then attained the age of twenty-seven years, I give such issue's share to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be he ld and administered in accordance with the provisions of ITEM VIII for the benefit of such issue. (c) If my Husband does not survive me, then I give, devisl~ and bequeath the assets governed by this Item to my children, CART, S. CHRUNISTER, JUDITH L. CHRONISTER und KAREN CliF,ONISTER LEADER, in equul shares. I f any such child. is not living at my deClth, but has then living page 4 of 17 pages. '--f" .~ ~ issue, said issue, per stirpes, shall take the parent I a share. If any such child is not living at my death and has no issue living ut my d~ath, that child'~ share shull be distributed to my issue, per stirpes, living at my . death. Provided that if any such issue has not then attained the age of twenty-seven years, I give such issue's share to my Trustee hereinafter named, IN TRUST NEVERTIIELESS, to be hold and administered in accordance \~ith the provisions of ITEN VIII for the benefit of such issue. The Executor cannot elect to have the asaets of this Trust qualified for marital deduction purposes, and they shall not so quali fy. ITEM VI: If I predecease My Husband, I give, devise and bequeath to my Trustee he.reinafter numed, IN TRUST NEVERTIIELESS, to be held and administerod in accordance with this Item for the benefit of Ny lIunband (the "Quali Heel Terminable Interest Property Truot", herein referrod to as the "QTIP Trust"), all of the rest, residua and remainder of my property, ree.l, porsonal and mixed, not disposed of in the preceding portion. of this Will. I.ly Executor shllll have tl.EJ right to elect on tho Federal Estate Tax return prepared on behalf of my estata to have a portion or all of the property pussing under this Itom treated as Page 5 of 17 pages. '; ~ ~ ., "qualified terminable interl:lst prOpel"ty" in order to (juaHfy such portion or all of the property for the marital deduction for Federal Dotate Tax purposes. , If my Executor elects to have a pottien or all of such assets so qualify, such clected assets shall be held and maintained by my Trustee aB a separate Trust fund, the balance, if any, of the assets which are governed by this Item shall also be held and maintained as a separate Trust fundI each of such Trust funcis (or if there be no such partial election to qualify, then the single Truet) shall be held in Truot for the following uses and purposes and bo subjoct to the provisions of the fOllowing SUbparagraphs (a) and (b)l (a) My Trustee shall have, hold, manage, invest and reinvest the assete governed by each such 'l'rust, collect the income and, beginning at my death, pay over the net income of each such Trust to r.ly Husband during his lifet.ime, in installments no leso frequently than quarterly. (b) Upon the death of My Husband, my Trustee shall distribute any accumulated income of each such Trust to My Husband's Estate, and distribute thu principal of each such Trust to my children, CARL S. CHRONISTER, JUDITH I,. CHr.CNISTJ:R und KAREN CHRONISTER LEADER, in equal shares. If any Bueh child is not living Clt my Page 6 of 17 pClges. . , . , , ' , , ~ " .' ~ " .' -- death, but has then living issue, said issue, per stirpes, shall take the parent's share. If any such ehild is net living at my death and has no icsue living at my deuth, that child's share shall be dilltributed to my issue, per stirpes, living at my death. Provided that if any Buch issue has net then attained the age of twenty-seven years, I give such issue I s ahare to my Trustee hereillllfter named, IIJ THUST NEVERTHELESS, t.o be held and administered in accordance with the provisions of ITEM VIII for th~ bonefit of such issue. ITEM VII: If I do not predecease My Husband, I give, devise and bequeath all of the rest, residue and remainder of my property, real, perEonal and IlIh:ed, not diHposli:d of in the preceding portions of this Will, to my children, CARL S. CIlIl.ONISTER, JUDITH L. CHP.otlIS'l'ER and KAREN CHRONISTER LEADEn, in equal shares. If any such child is not living at my death, but has thon living issue, said issue, per. stirpes, shall take the parent's share. If any such child is not living at my death and has no issue living at my death, that child's share shall be distributed to my issue, per stirpes, living at my death. Provided that if any such issue has not tholl <lttainod the age of tl~enty-seven years, I give such issue's share to my Tr.UBtee hereinaftor named, IN TRUST NEVERTHELES~, to be held and administered in accordance Id tll the provisions of ITEM VIII for the bcnofit of such issue. Page 7 of 17 pag~s. '.. , ., 'j" .~ ~ -" . . ITEH VIII I E<lch Trust for an iSl1ue of mine I'Iho is under twenty-seven yenra at the timtJ of creation of the 'l'rust shall be administer~d and dintrib~ted !IS follows: (a) My Trustoe shall have, hold, manage, invest and reinvest the assets of such beneficiary's Trunt, collect the income and, until the beneficiary of the Trust shall have attained the age of twenty-seven years, my Tl'ustee shall from time to time pay to or for the benefit of the bendiciary ouch amounts or the net income and principal of the 'rrUGt as, in the sole discretion of my Trustee, may be necessary for the beneficiary's care, maintenance, support, education and advancement in life. At the end of each year any unexpended income shall be added to the principal of the Trust. (b) After the beneficiary shall have attained the age of twenty-seven years, my Trustee shall distribute the then remaining principal and any undistributed income of the Trust outright to the benef.1.ciarn or if the beneficial'y shall h<lve died b(~fore attaining that age, my Trllotee shall di!;tribute such assete to the beneficiary's issue living at tho death of said Page 8 of 17 pages. , .. ... ~'~"'4j'."...;~~.;._;~.:..,-l-;~r'.-,,<,\.:"'~';' \ ' ...' .;~.....~ -~-"'_.'" \.1, it; l' '........ ." ,- -~.. , . ~ ~ - '. benefioiary, per stirpes I or it the beneficiary has no issue then living, to ~y issue then living, per stirpes. ITml IX: No part of the income or principal of the property held under any trust created hereunder shall be subj~ct to attachment, levy or seizure by tmy creditor, spouse, assigr.ee or trustee or receiver in bankruptcy of any beneficiary prior to the beneficiary 's actual receipt theroof. By Trustee shall pay over the net income and the principal to the beneficluries hC:lr(!in designated, as their interests may appear, without regard to any attempted anticipation (except as specific<llly provided in this inotrument), pledging or assignment by any beneficiary under any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, sei~ure or other process against said beneficiary. ITEH XI Any person other them My Husband who shall have died at the same time as I, or in a common disaster with me or under such circumstances that it is dif fieult or impossible to detormine who shall have died first, shtlll' be deemed to have predeceased me. If /oIy Husband and I shall have died at the same time or in a common diflaster or under such circumstances that it is difficult or impossible to determine who shall hLve died firat, I shall be deemed to hav(1 pr.edeceased /oly Husb/lnd. TIny person other than me who shall have died at the same time as any thon Page 9 of 17 pages. "",. ~ -~ beneficiary of income of my e~tate or a trust croated hereunder Dr in a common disastst' with such beneficiary or under s\lch circumstances that it i9 diffioult or impossible to determine who shall have died first, shall blJ deemed to have predeceased suoh beneficiary. ITEM XII In the settlement of my estate and during the oontinuanoe of any trust created hereunder I my Executor and my Trustee shall possess, among others, tho following powers to be exercised for the beat interests or the beneficiaries subject, however, insofar as any portion ut the QTIP Trust qualifiea by the Executor for marital deduction purposes is ccncerned, to the restriotions set forth belowl (a) To retain nny investments I may have at my death so long as my Executor Ol' Trustee may deem it advisable to my estate or trust so to do. (b) To vary investmentA, when deemod desirable b~' my E~ecutor or Trustee, clnd, to inveAt in such bonds, stocka, notes, real estate mortgages or other securities or in such other roal or persenal prop~rty as my Executor or Trustee !hall deem wise, without being restricted to so-called "legal investmonts". Page 10 of 17 pages. I, , ' " ;' ,} ;, , (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or t,rust, my Executor or Trusteo is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall b~ divided or diutributed at their respective values on the date or datoD of their division or distribution. In making any division or di~tribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner \/hich will fairly allocate ilny unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquirud after my death by my Executor or Trustee, and to consummate said sale or sales by. sufficient cleuds or other instruments to the purchaser or purchasers, conveying ., foe simple title, free and cl~ar of all t.rust and without obligation or liability of the purchasor or purchasers to see to the application Page 11 of 17 pages. ",,,"'-,\1"11". i',I; " " ~ ~. I i of.. the purchase money or to make inquiry . into the validity of said sale or sales I also, to mcke, ~xecuta, acknowledge and de liver any and all deeds, assignments, optipns or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this Will. , , (e) To mortgage real estate I provided, however, . , , " that this provision shall not apply to any portion of the QTIP Trust qualified by the Executor for marital. deduction purposeb. (f) To make leases of real estate'j (g) To borrow money from any party, including Dauphin Daposi t Bank and Trust Company, to pay indebtedness of mine or of my estat~ or trust, expenses of administration, Death Taxes or oth~r taxes/provided, however, that this pr0viHion shall not authoriz~ borrowing from any portion of the QTIP Trust qual! fied by the E~ecutor for marital d~duction purposos. (h) From tho tltlme sourC13 as f.rom whiuh Death TaXes are to be paid in accordanco with ITEll I, to pay all Page 12 of 17 pages. 'f,' ,,.. f""\ costs, uoath 'l'axl:ll:l and otl)cr tuxes, exp(lnucs und charlJtls in connection with t.he administration of my Elstate or trust, and my Executor shall pay the expenses of my last illness and funeral eXpClIGllSl provided, hO\~ever, that no such costs, Death 'raXf:lS or other taxes, expenses or charges shall be paid from any portion or the QTI? Tru8t qua lif.iod by the C:wcu tor for ma~'i tal deduction purposOll1 and provided further, that all proceedS l'cceivea by the 'l'rustee hereunder tram "qualified" plans under tho upplicabla prov iSlOns or th\~ U. S. Internal Revenue Code (except fOl' distr ibutions which are included in my qross estate) shall be free and clear of all debts, taxes or other obligations of my estate or of Ny Husband's astate and not subJoct to diversion to or . for the benerit or my estate or or Hy Husband's estate. (i) To vote any shares of stock which form a part of my estate or trust and to otherwiaB exercise all the powers incident to the ownerahip of such stock. (j) 'ro exercise any outl:ltandlllg stock option in effect at my death. (k) In the discretion ol! my Exocutor or Trustee, La unite with other owners of ~imilar property in ~age 13 of 17 pages. \~ .\q '.:i::.."'" ''<'l .t.'..,.,' , , I ,i J , 'I' ,I " , "1,\0".' ., l}".,.t\' ". ,'I' . " .> \ I ,I I L! ~ ~ carrying out any plans for the reorgani::ation of any oorporation or company whORe securitieafo~m €I part of my estate or trust. (1) '1'0 assign to and hold in ny flstate or trust an undivided portion of any asset. 1m) Only property which is fully eligible for the marital deduction for fedoral estate talt purposes shall be assigned to the portion of the QTIP Trust qualified for the federal eata to tax marital deduction. Not\'lithstanding anything to the contrary contained in this Will, my Trustee shall not retain beyond a reasonable time or invest in, as an asset of any portion of the QTIP 'l'rust elected to qualify for t.he federal estate tax marital deduction, any property which may at any time be or become unproductive. I'l'EM XII 1 It . is my intention to conform to the provisions of law for the allowance of the marital deduction under State and Federal Statutes. I, therefore, direct that any provision of this lIill not.withstanding, the powers granted herein to my Executor and Trustee Ilhull be CO\lotrued in accordance with said intention and shall \lot ~e int~rpretod or exetci~ed 80 a~ to Page 14 of 17 pages. .. " .~ ~ . '. disqualify any portion of the QTIP Trust ~ualified by the Executor for marital deduction purpoBea. ITEr.1 XIII I ~Iy E:<ecutor shall not be personally liable for loss to my ~state or to my spouse's estate or to any benefi- ciary of either estate or to any other entity resulting from my Executot' I s decizion made in good faith whether or not or to what extent to make an election on the Federul Cztate Tax return prepared on behalf of my estate to have a portion or all of certain "qualified terminable interest property" troate6 as having passed to my spouse in order to qualify for the mnrital deduction for Federal Estate Tax purposes. ITEN XlVI If my Executor if; entitled to elect whether a deduction shall be claimed as an entate, tax deduction or as an income tax deduction, my Executor shall not be personally liable for any loss' to my estate or to any beneficiary resulting from such election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction, nor shall any compenzating adjustments be made between income and principal or in the amount of any gift under this Will to my spouse intended to qualify fur the marital deduction for Federal Estate Tax purposos as a re~ult of such election. Pago 15 of 17 pages. , " ~ ", . ". ~ ITEH XVI In valuiny property in my groGs eLltate for the purposes of any DlJath 'l'w:, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valuation date; nor, all a result of such decision, shall any compensating adjUstment be made in the amount of a gift under this Will to my spouse intended to qualify for the marital aeduction for Federal Estate Tax purposes. ITCH XVI: Ii at any time any minor shall be entitled to rece1ve any assets hereunder, the DAUPHIN DEPOSIT DANK AND TRUST COI1PANY, of Harrisburg, Pennsylvania, shall act as "Guardian" of the assets payable to such minor. The Guardian may receive and administer all assets authorized by law, and shall have full author! ty to use such assets, both principal Clnd incomlJ, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, pOLlt-graduate or other Gducation, without secur1ng a court order. The Guardian shall have all the rights and privileges as Guardian as are herein granted to my Executor and Trustee as to my estate and any trusts created hereunder. ITEH XVII: I hereby nominata, constitute and appoint my Imsband, CARL F. CHRONISTER, and the DAUPHIN D~POSITDANK AND TRUST COI.JPAllY, or the survivor, as Executor(s) of thill Hill cllld as Page 16 of 17 pages. I' . f ' ''"''\ , " , , , r#-"",., ..'. I Trustee (s) of each Trust created hereunder, herein cOlleotively referred to as my "Executor" and "Trustee". ITEM XVII I : The Guardian, Executor and Trustee shall qualify and serve without the duty or obligation of filing any bond. or other security and shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. sixteen (16) pages, this Will and Testament, consisting of this (J"T!i o day of IN WITNESS WHEREOF, I have set my hand and seal to this and the preceding my Last ~ , 1983. (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. 1<<g",.,:L...~.ll. ~' '') .',/7V'~"'I' /~ ..,_.;_.,....-!,~.I"-. (SEAL) (SEAL) r"'(SEAL) Resi ing at: ~')\" ~L (2.~Li) fv\C' " " ~,~><....., 1-'1'< Re s d ng at: .,:::\..<4 ~., <./ ,-:L. .,,' 1./ f . I ., ." . "'/''l~;/;; -,rl'./fI'*.~, ..'r.' /.;...;... ~..... ..... ' =----r- Resld ng<.at: - ~ " /_ Page 17 of 17 pages. ,', , ;... I',' ", 1,_, " " ",I- , ' ;"\' ;, , ", I" 'I 'I.. , /,1./. I' .,. , " I ,. I. ,. ..t"','l I'j-, I' i,' , , " " "', '" ',', ," :, \ " , "I', " 11'- " , , , ".. t' .:1: '.; '" , ' " ,. I;' .,,',,.,1' ,1>,1'" " " '" I'; '"~ d' " I \ I. , , /1' "I ',Ii " .'l I, " 'I, 'i" ,. ", 1,1. I',. 1'(" " I"':' . ",t 'II' ","' " ", 'II" Ii'; I" " ." !I ," " ." , Ii /,' q,.i " " "'1', ..'" III " "!~""IL.""_ , . " ,.' " 'Ii " 'Ii, ,. " 'I' 'I' ',: '" ", , :' /. i1 'I:: :1 \'" fi "., ,1,1 ; .. ' " ~ , " " I' 'ii' rll U_II III"" "",IUIOl '/"'11I01\'., \ " ,.\', /, " II~ t " ., '.' 'I: '" . . , , 1-,' I " , ", . "~I i, " H ,1',/,1' 'I " ", I J' ,li'I:. 'le I',., , , ., '" /, " ,,' "I ,;' 1," " " "1' ,. .. I'" " " " ,. " " .d, 'j.:",,' I', " " ( lljll,\' \, ,', .J' ,fl' , ~ '. '\< "1 /'i " f" "I' ,. ,. ','.', fll" \, "'I' '. , lq; "I. " "t'lt/-'" I_ .I, " ',i" , ,. " 'i, ,i " , , I." " .. ': I:,' ,,),,.,1', I', " " " " ,k ; i' " ", " ....' " ; 'i', " '::111 " .', i . 11_ " 'I' j,.' ,. Ii " ", .I' ,. o' ,. "I i. I' I I ; ~ 1 : ,,' ',1' ,. , , ,\"-; " .,' " . ,,' 'I; I;,"~ '" I," 'I:" .',' , i 1-;' I'", d, " ,. i' , I "1' ,Ii 'L,t. \: I."., " " '" " 'I , ,. I, .."'" " " "'11.1 I." "~I 'I. "/,; 'I',' " I' , If, I. ", ,'L'I, II .'", ,','. ,I" ,. ',','/' . " d'h ",ii, (' ,Ii ,i,11 '"~ 1',1. ,,' " , \. " t " I':", '" I, " "I ',' , '" 11,"'t. ',' ," ,"~ I' " "; II', " I; " " ~ if ,: ", 1:1' ',I', '\ " "i." I ',: I ~ ' , ,. , I", , . /. " , " ~ ' \ \', I II I"ill' ,P "I' ,. I, I, , 'I' !"jl I' ,. u' ,I i:" .",' I ~ , , ~, . , , ,. I< !)'O: j " I, " Ij., I" , , ,. I'; ,. I' " " " " " " ,";, 'oi"j 1 ',. / ,I I' '.', '/ ','.' '" \, I " "I' , " ,I: " '"~ " ',I. ."..1' IILil . I I, 'I': ~ ;,' . I , , d,l ,.' '. +'I'li ;,' I.', , IIi ,I '," " , 'II' 1\'" "I !,1 ~'I " " 1,,;1 '1'If". j,:' '','';." ,l, ,. ," 1,'1' " ", ,. " _I'I-! I'}' " h ' '" " , , '1'1 " I;'" '-'I' '", 1'" U' " ." " I, ' ,,' " " '"~ ,,' "~,'I '1\ " \, " " . .,' r I, " , I,~ f ,(." ,. , " ,', ).i "-',, " " " " " ." ,. '. , 't.' ,'" .' / " ' ", " .,,/1 " . ,'''' ". , " ;,,:!f.; ", ,,' . ' " '.\, .' " " . RENUNCIATION IDlelllta.e of Martha Jane Chronister daaMd. To the Rq\Iltl' of WIUI of Cumberland COUIIlY. PlIlIIIylvlllla. Dauphin Deposit Bank and Trust Company, named Co-Executor The UJldenjped under the Last Will and Teatament 01 the above decedenl, hereby IClIO\IIic;e(I) tho oshllO admloolcr the Ij/lte aad 1CI~luUy uk(l) WI Lcclcn l'PAf'llImAntnrv be iD1Ied 10 Carl F. Chronister as sole Executor WITNESS hand lllb l'lth day 01 Apd 1 my . 19-5.5.... Ii DauPh~osit Bank and Trust Company BY: ~~ p g~_. . (Slpal....' Charles H. Faust, Senior Vice President and Trust Officer --813 Ma~ket S~Keet , arriR ura. 17105-2961 (Addltll) .". (Addnll) ,. " , EX"" '--'L " ., I. 1 .' . '" PETITION HlR IJRORATE llnd GRANT m' LETTERS I~lt/ll(' I~r t:Jq rDia . JIl\'t, C tll.\\ tu:, {~. No, .t'. { ''y,J'uyLf..________ III.w kl/oll'l/ 11,\' .___. To: m____. I{egiller of 'Yilll f9,r Ihe ..--------" -- u _, 11<'l'l'a.\wl, COllllly of~"'''~h~,'-\.L. III Ihe Sodal SI',,"rlty No, ..,,_____ .. ..___.__.. ('Oll1l1lOlIWellllh of Pennsylvllnlll The p"liliollllf Ihe 1II1d"III~lIed r"lpI'''i1'lIl1y 1"P"'II'1I11 Ihlll: . YOIII pell~ioller(I), 11'110 ii/lire I H yellll of lI]:1e 01' olde)' .\lIlh~' ".\Celll.._' I'. _ __...._._.____._.....__ named II1lhehlllll'llI Ollhl'lIhol'l'd,wdelll. dilled U.f.('llef , 1'l.J{.{.-....---_____..___,19_ Hnd eodleil(l) dilled .. ____.____..... (,Wll' rdl'\itlll drl'lllll\lal1l\'\, l'./! t\'lllllll:i.lIilll1, dl'alli ull'\l'l'lIlor, ell',) Deel'mlenl \\'111 domkiled III delllh ill. ._C_~Lln),c..r_.Jo. YJ.l'{ ,,_om COllnly. Pennsylvania. with h_e..f.___ hili fllmily or prillciplll relidellee III _ _) ",-,r riSE ~~~.__U.ll<' .1 ('........ Y'.lbJ./ .-------..- "_n ._____.. .... _'n (tCli. rJt:j,.. 1.I(tu,(tli'n IU'(') (11..1 \1 h'I.'1 , Illllllhl'r 1I11illllltudpallO'j Deeem"'nl, Ihl'lI --1-9.._ - .. yellrl of IIge, died -{v..((I.!\-~-1-1::JAJf__lgl -r-n, 19 ~ oJ , III ....... -- .--__Ca.~1lI" . ..l:iCl:r''C_1 !i-uLtt:Cj...IJ_Cl--'!,..t.U J__ , bcepllll foiloll'l. decedelll did 1l011l1urry, 11'11' 1101 [,III'OI'I,fd IIl1d did IllWhllve a child born or adopled :~:~~~;l~I~~~::::~'I1_I'~I~~illoffl'rl'd for.prohlll~: 1I'1I_'.nl)~_~I~e\klill1.OI:tl~i~~~_lIl1d WIIS never IIdjlldieated f 7~flJ l>ecelldl'lIl III delllh oll'lIed properly lI'ilh eSllmllled vll111el II' 1'011011'1: (If domiciled in I'a,) All perlonal PlOpl'lly (If nOI domiciled in I'a,) I'crsolml property in I'ennlyll'ania (II aOI domiciled ia I'a,) I'el,onlll propel'lY in COllnlY Vnhll' of rl'al I'llall' ill I'"n"'yl\'allia % shulIII'd al follows: $....lf.:...r.l II 0 $ $ $ I"c', '- WHEI{EHll{l'. pelilione!(\) r"speclflllh;...tJ:lluflil(l) Ihe pr(~hllw of the. Insl will and eodlcil(s) pre'enled herewilh tlmllhe gllInl of lellerl.n_J e.sT.C\_.\:)1_e...rd:lI...r.~)__ , (l1."ta1l1~'l1Iar~'; admini<rrllli\ltl l:.t.il.; udminlslrlllloll d.h.n.c.t.a,) Ihcroll, , ~ '. c ~ _. 'l f. "'~ "':J~ ij'= " ~~ ~.': " - ", :.il C~v(5f C,10..~~../_u -l:<l..S.ll...QQNH.IARC..:.nun_---- CAMP HILUAJ7011. ... -'-' --------- .~..+_._-_.-. --------.---..--. - ""...-. - ----_.._--~.._--_._----_._-....-.._------ OATH 01' IJERSONAL REPRESENTATIVE ~:~~~:~~I~~~~:':AI:rl~~~~'~~l~~~1~I,V A~~~. J ~s Thl' p['lilion"l(s) IIhOl""lIl1l11ed "I'elllt') or affirm!;) Ihallhe slall'mel1l1 iUlhe foregoing pelillon lire Irlll' alld COIIWI 10 Ihl' h"'1 of Ihl' ~"Iow"'dge ilnd hellef of pelilioner(\) tmd Ihal as personlll represen. 11IIil'\'!s.1 of Ihl' ilhol'\' dl'I'cdl'lIl ,"'11110111'1'11) will well and Irllly adminislellhe ,',1ll1le lIel'Ording 10 law, . If. 1'u :' . -r' / ~~';~~II~~ n::.' l~i;L yalfi!m~d1jy~1 Sllh:~~h~"(11 I S,~~-_~:~L:~<!~:-~=~=___= ~ /6 _ J.( I _':T~(:~Ws't~~~~[!tf^#t~_.-:_- u---_n~n-~_~~~~ - ! I. I" No. 21 - 95 - 486 , , , Estate of MARTHA JANE CHRONISTER I J)eceased J)ECREE m' PROBATE AND GRANT O)t' LETTERS AND ~_ _____ the reverse sldehert satlsfllctory rroof hllvlng heen I'rmnlcd bel'or IT IS DIlCREED Ihlll the ulllenl(s) daled.____ described therein be admlllcd 10 rro ,I ,I and Lellors __ are hereby granted to ~ ~ ~ Reslu" 01 Will. , I I 1\ I " , , FEES Probate, letters. Ele, ..""", $ 25 .00 Shorl Cerllflcates( 1~...""", $ 45,00 Renunciation ..".",,,,,,,,, $~~_ X-~ages $ 'II.VV JCP -- -:-:-5-;00- TOTAL _ LllLJllL Filed" .,,'!~~X, M,. ,l,m""""."" ,. t2ddJ-4;u.J !/iIJ)..:iL r 'p~ : I . , ATTORNEY (Sup. CI, 1,1), No,) , I I, ADDRESS " " I ,. PHONE J-It '9t'.I./ 9tJ,~O j , I I, I . I ~ I' ( , I' i' ! , ' i, "I II ,/ I , , r- \~ <( ..-. , ',-; '.In. ,', ~-~ VI c- . J;':; p. , I, , C"'\ I .... ~ ,\ I , ""l " ,.1 d <IJ , .. V' (lI (1.: .\5; UJ;:3 0:: . au " I ~ . , Mailed letters and order to attorney on 7-25-95. 21 - 95 - 486 " ,. " ' , , ',. "- n ",$ (\ ~-:~ ~ : ."" I ' {~, ',. .:,1 Ii :P "IJ ,,1 (;;'(j) () 0\ wcc a: " " ! ~ I' , I, " i" \; " ,. ,,' :", ., ,. , . .'D \'1 rr, C>- ,,' ,.... . .-' '" ,. " :11, I I, \ ~ i ,','f ,I' " " " , " " I' "1' " , " ,,' , " ", , " \." I',' , i:"" "I' " " ,', I ,~ " ,I", " " \,'.,. f'll, " 'I. " " , " " " , , " .. , , " ,. " ',,' u' ;\. " ,I" " ," " Ii" " .' 'd '..-,1 ,," , " ,. ,,' '. I' " I". " " " ,I' , " " '~~', ;-:1 ,. ," , "., " '-j' ,"~ " " " " ci ("r' 1',1 ~. ,j . ,'" " H. , 1',., " ,. ," , , ,I. ./ ',; ,. ;i " " .,'~ ~a .,. " , " " ~ , j," ,. " l' , ',\'..', '," '" I , " , d. 'I i" ." :\ ", "',d, " H" ): " ,. " " " fi, ,. " ',I . " ,"~ '"~ ," , I'"~ /, " 'fi " " \\' "', 'I, ' ',' " " 1j;;, " , h' , I:' I' (I. 'l. ,'; " I,:' ." I,.., ,\1 " P 'I' /1' I;"~"~ "",'1, ,I' ',I, '.' " 'I',i ,. ".." 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" " , q III ftl COURT or COMMON PLUS or CUMBERLAND COUNTY I PENNSYLVANIA IN RII ) ) ) ) ) ORPHANS' COURT DIVISION NO. 1995-oo4B6 'Itat. of Martha Jane Chronister Name of Decedent: Martha J!lne Chronister Date of Death: March 24, 1995 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on : (attached additional sheets, if necessary) . HAM Address See Attached Sheet Notioe has now ueen given to all persons entitled thereto under Rule 5.6 (a) exoept tions - Date: I~ 9 /Sr f I 'Name: PA 17101 ,"') ,.1' Telephone: (717) 234-9713 ~..' J ,., , capaoity: , Personal Representative , "L( (1: , , i -' \ ! ' ~ ;.i "."0 X Coun$el for Personal Representative I " ; ,. ", ,,1,'_'.., ",' ',,'_ _ ;,_\.;,"': -, 'c'.;_ "(-' '_ ~_ J -- t l~-:iL';L c- IJ.'_T :'\--; "'-'-,r if'! 'tJ;)~t'u -" J~~I{ tt\l\:-~J'- S,yJ~' ~_ - - ,_:,;'_!'.\_':-'-'::~f>~l~,,,,, ~:~/;_",\_:";,:--;~_t'\i'i.' ; . ^(iA.\l'.Ao~\"\)j!'#II'!~l'/I~J~,~~~I/1tW1(m !~~".ttl ,\\lr'F~~I~,{<,I.)~~,~lril(o\!W"\i'0~'I'I,.,,, ~ 1",. :,'>\h"r':~"'t~\~:I.,,~I~ti~'I\!.~~""""""~;:i;::~ ' 1I.1t.I/chronJ ulr'.'Ut'll.t 1\11 Deo 1t lOIIa. 1 "tI \ 'I' " " 1"1' ,. " ';. ,.'; Judith Chronister . 488 Old York Road New Cumberland, PA 17070 " " <I" " ,. " " :I' ". Karen Leader 1070 West Areba Avenue, Hershey, PA 17033 ,,' ill ,. .. i , , ,. , , I , , , :i , ,. " Carl S. Chronister Pleasant View Avenue Cumberland, PA 17070 390 New ,"~ I' " . , ,. " , '" " , I : ,. " \, " , , " , " " , I!' \' ,. " " " ,. I.' ,. '"~ ,,' ,;; " I.\" 'I,,: " , i ,. " , ,. I' , 'j " " , , .1 ., , " " ,. il " , ,-J li'.'\ " " I, ",t- ,. ",I- ,. p' " " " ,. i" , , -{ 'i ',II ,'I 111I( " , " '11' I!, " ' '!' '; ", "," , " I' " "I i" , ,. " ,"~ 1,_, '0" " ," , '. ";. f! '1.1 , .j, I' !' ,. ;;.' " ,i.' " " , 'i " '.'! " " " I:' i" " , ,. I' , , ',I , . " 1], "~I, ;~ ( I.'i ,. \, , , , " " "~I '" " , ," , " ", , ' .' J " , '" i, " , ,. ,J , , " r. I " u I " " h_ j,' ".1 " I' 'r. ,\ ", " \. " d tV' 'i \1 " ,1')1' f" '! II ,. " " ",l ., " ., ,. ,,' "I' ,I ,', ",", ", , '", " 1/' ,"~ " .. , ,i" ,. ,. '," iI. ," C1"""ChronlIUr/doa./rtl~ lon thu "un . OIIU.U UI I' " , , IN THE COURT OF' COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN REI ORPHANS' COURT DIVISION. :,tt", ESTATE OF 'MARTHA JANE CHRONISTER, DECEASED No. on- of 1995 - 4ft, PETITION TO ADMIT TO PROBA'rE PHOTOCOPY OF ORIGINAL WILL Filed on Behalf of Carl F. Chronister, S~rviving Spouse of Martha Jane Chronister ., Counsel of Record for this partYI ' Christopher Zettlemoyer, Esquire Pa, I.D. No. 6853 Reed Smith Shaw & McClay Firm No. 234 213 Market Street HarriSburg, PA 17101 (717) 234-5988 ',,', " , " , ,.' " "I" '\- , , ...1}Q .1\,.... ,', -',: r,.." ,y,' I .fl" ('\J CL ;', -e' :;iC'C '.1, , }' ~ t , ,<;; ,J ','J,' " '\""" "j 0, . I ~ " , ,...." _,J h'\_ C.I u\ llJu: ~ ~( I <lJ , :0 '~d' ,I, ". " l' " , ' ./ .. ,I, " , 1 I;, " .. ,I 4, Item XVII of the Will appoints petitioner and the Dauphin Deposit Bank and Trust Company (the "Bank") :as the Ex~cutors under her Will, 5, The Bank has renounced its right to administer 'decedent's estate and has requested that Letters 'restamentary be issued to Petitioner as the sole Executor, A copy of the form of Renunciation executed by the Bank on April 13, 1995 is attached hereto as Exhibit "B", 6, The following provisions were made for the benefit of the Petitioner by the decedent in her Will: (a)' all of the tangible personal property of the decedent (Item III) I (b) an income interest for life in a "credit shelter trust" (Item V), and (c) an income interest for life in a "qualified terminable interest property trust" lItem VI) . 7. The following are the children of the decedent, all of whom survived the decedent, and the interests given to each of -2- them Under the deoedentls Willi t:laIllil. . Carl S. Chronister' Extent of Interest Remainder interest in principal of both the ~credit shelter trust~ and the ~Qualified Terminable Interest Property Trust~ Judith L, Chronister Remainder interest in principal of both the ~credit shelter trust~ and the ~Qualified Terminable Interest Property Trust~ Karen Chronister Leader Remainder interest in principal of both the ~credit shelter trust~ and the ~Qualified Terminable Interest Property Trust~ B. The children of decedent have signed a Statement of No Objection and Waiver of Citation for Admission of Photocopy of Will, which. is attached'as Exhibit ~cq. 9, In addition to the Petitioner and the children of' decedent named in paragraph 7 of this Petition, the only other persons who have interests 'under the Will are the issue of the children who will take, per stirpes, if their parent'. (who is .the child of the decedent) fails to survive Petitioner. 10. Item IV of che Will provides for certain charitable bequests if decedent had survived the Petitioner. Since the Petitioner s~r~ived decedent, such bequests are not effective, ~. , -3- , .1 !'\. ~{~. r;' .1 tl , 11. Petitioner and the children of dftcedent. named in paragraph 7 of this Petition are alL of the intestate heirs of decedent. 12. The witnesses to decedent's exeoution of the Will, R. Stephen'Shibla and Yvonne R, Durham (nee Freet), are living. The witnesses are avai.lable to give testimony at the probate of the Will. 13, Following the execution nf the Will on June 8, 1983, photooopies of it were made,. and the original Will was given to' the decedent. 14. On or about August 26, 1988, the Will was being transported by the Petitioner in his briefoase, and on said date the Petitioner's bri.efcase was stolen from his automobile. Petitioner oaused an advertisement, to be plaoed in the Har.risburg: Patriot-News, a newspaper of general oirculation, seeking the return of the contents of the briefcase, a copy of which is attached hereto as Exhibit "0". The Petitioner and deoedent were unable to reoover the original of the Will . (or any of the other papers contained in the stolen briefcase) . -4 - " ,..'. , , .,...,~w..NJ'-JI,l\"l'III';~I~",.o\Ijl".,..I.""".,.,,,,,~r\'-"111''':;,'H"';'V'L' '\'. ' " ' 15. Based on the foregoing facts, it is clear that deoedent never took any action to revoke the Will nor' did she indicate any intention to revoke her Will. ,16. Under these circumstances it is appropriate and required that a photocopy of the Will be admitted to probate as if it were the original Will. 17. It is submitted that the supremeCourt'sdeci~iqn in McCaffrev Will, 453 Pa, 416 (1973)~ supports the relief requested by this Petition. WHEREFORE, Petitioner respectfully requests that a photocopy of the Will, dated June 8, 1983, of Martha Jane Chronister be admitted to probate as the last Will and Testament of the said Martha Jane Chronister. " Counsel for Carl F. Chronister Dated: June 7 , 1995 'I, , I , , -5- Glltlll chron liter Idoc ./. r f idav i t tied Jun 1 14103101 lnl " " . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION IN RE: ESTATE OF MARTHA JANE CHRONISTER, DECEASED No, of 1995 AFFIDAVIT AND OATH OF CARL F. CHRONISTER COMMONWEALDOP PENNSYLVANIA. SSI . COUNTY OF ,(1--< (~~ . I BEFORE me the undersigned, personally appeared Carl F, Chronister, who being duly sworn according to law deposes and says that on or about August 26, 1988 his brief case, containing, among other papers, the original of his will and that of his wife's, was stolen from his automobile, The said Carl F, Chronister further deposes and says that he caused to be placed in the Harrisburq Patriot News, a newspaper of general circulation in Harrisburq, Pennsylvania, an advertisement seeking the return of the brief case and its contents and offering a reward, therefore, A facsimile copy of such advertisement, to which no response was received, is attached hereto. ~ il . .1:/-6/ . -+-- ) (__._,..-'~~Ai'(,,~--~t...<.--t..A ,~..... CARL p, CHRONISTER Address: 145 Rodney Lane Camo Hill, PA 17011 .Sworn to and subscribed befofj me this ltt::.. . day of--..._,~ , ~. , 995. ( T (I >' / - ~ L., L' , No ary Publ , J eSI ),'v/I-<./IJ, l'lf(,. NOTARIAL seAL "\ 0 ROSEMARY E. MARTIN, NOIary Publlo Harrisburg, Dauphin Counly M Commisolon Explrns Ma\'J.3. 1996 . 0, " "" ',,' " I' ", 'Il' " " ," ,I' j,\ ,,' " 't" , 'I " '~ :\:. " ,', " ".! " .,1 ':' ",1 ", " ,. " ,. , ,I'. ,. " " l ," " "1 " ,i ,. , 10,' " " ,'" ',." " , I'! "I \" " il.,l ,I, , ",11,'1' " " " I', " iI, ',\ ,. " ," '\. .,' " ,. " ", .,1' I'., I ,. , ,. " (I :li:' , ' 'j , , , ,. ,I.,I .' "III'" ." " ',''1'..,..., q'i. " 'I" " ." ," 1"1\ .' 1"1 , , ,I ,\ , , i,\' ',"~, ".!" I.... 'Ii " "'\\;1 ,Ii .. 'I" " ,II' ; , ,. 'I. " \_ 1.-, 'I' '" It II' /1:, , , " " , ' i,\j !' " I, '1' ,I, :j" ~\'''_lllt~~,(O. ,'*>>"'.11I . 'Ii " ' ,I "I' ,,' ., '\, " ,.,' . , ,'1' i" ! ~ 1 ,.11 ,. " ,'.j ".'Ii " " ", '':."''' " l,I'. ,,. . , " "'I,j,-, I' '" 'i', I; 'Ii '1>, " " I>, , I:' :1' " " ", , , '. " .\' \ ." ,',I!' II' ",1 l'lLl' ,I , , " Elc"'blt 0 101\ ;,'i 'I' " ii" " , " " -111,\ , ' " " , ll, ,I" I' ., ,_,I, "\. ., ", ", ,. .' " . ",1. I,. I.,,' " " . " ,I' It. , , ,. , ,,', ,J' ' I' ,. .' ,I' lI.l- , 1..._1_', ,,-, " " , II, 'l! I;'. 'iI' , " " \. ,. " ," ,. ',. " " ,. ,. .' , ,.' I;' , 1,1 " ,. , ,'Il' ,1-, " " " , , I,' " " ,'. ,. .. \;' " ': l, '.'. " . . , ' " , " i,,1 .11, I '" , , '\ "1 ,I " '" "1' I. " '" \' ./,', ., \ ,., 'i, , " ,.i'," I) 1.1 "i, , \-1: ., ,. , " '" ,,; ,,, " p"\-' ,. " ,.'",-\ I, I'; ,1.11 ': '" ,. "1' I'" " " ',' " \, " i",'1 t' " I.; , , 1\', I,'" . , 11\, "'\ ',,1' , " .. , , 'f' , ;1 , ',' , , ,,' ;\ 'I' . , ,. " ",' , ,I" ,t. \' ! I ;1 i'l' I " t.. , I. " \\ " , ".\' ,'" i' ,"-., '.:\, ,.\' I,'i' ,'. " ,Ij 1',1. "I' ,"-'' , , ,,;' ~ .; I "1"'1' do'. "il ,,;, ',I.' ,'.' ',,', ., ~ " " ,. , ' ,1'1 , ., if ." \ \ \ ~ " "f( I " , .. " I'jl" ,,' ; " I,' ',\ 'W \; " 'II , " ':.1" , , <~~ " " S'I'ATEMENT OF NO OBJECTION AND WAIVER OF CITATION FOR ~MISSION OF PHOTOCOPY OF W~ We, Carl S. Chronister, Judith L. Chronister and Karen Chronister Leader, are the children of Martha Jane Chronister named in the Petition to Admit to Probate Photocopy of Original Will filed on behalf of our father, Carl F, Chronister, surviving spouse of Martha Jane Chronister, Each of us, by our respective signatures below, have no objection to the admission for probatfj of the photocopy of our mother's WHl, dated June 8, 1983, referred to in the aforesaid petition. In addition, by our signatures below, we each, individually, waive the issuance of a citation and the right to a hearing to explain the nonproduction and authentication of the aforesaid photocopy of our mother's Will. , I' ,. 1,1 r I , IN mTNESS ~(day Of~....V WHEREOF, we have hereunto set our hands this , 1995. '-;-/. /] ~~./ /;1;" . A' ,4., ./ _ " . 14' ''I.,. J'if' -e_<::.....-. Carl S. Chronister , I' (llMrUi!i.) Chronister . ~ t. L,~,slc,- ~41~/~~ Kareh Chronister Leader " " I I , I , i , EXHIBIT ~ I.., ".' , . ' ,[. 'II ;,',01 099999-00034/July 5, 19951RHW/PAR/44990 INRE: FSl'ATE OF MARTHA JANE 'CHRONISTER, DECEASED BEFORE TilE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 21.95. 486 DECREE OF THE REGISTER OF WILLS AND NOW, this 24TH day of JULY, 1995, In consideration of the Petition to Admit to Probate Photocopy of Original Will, Flied on Behalf of Carl F, Chronister, Surviving Spouse of Martha Jane Chronister, the Petitioner having presented sufficient evidence that the Instrument titled "Last Will and Testament of Martha Jane Chronister'. dated June 8, 1983, was contained In Petltloner's briefcase when said briefcase was stolen from Petitioner's automohlle on or about August 26, 1988, and the Petitioner having presented sufficient evidence of ' the due execution of said will, it Is decreed that the photocopy of the executed Instrument titled "Last WlII and Testament of Martha Jane Chronl.~ter". dated June 8, 1983, offered for prohate by Petitioner, Is hereby admitted to probate and flied of record as the Last Will of Martha Jane Chronister, and that Letters Testamentary are hereby gtanted to Carl F. Chronister In the Estate of Martha Jane Chronister, ') r('.) Mary . Lewis Register of WlIIs 099999'OOOJ4/July " 19951RHW/PAR/44860 21 . 95 - 4B6 lmGlSTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS YVONNE R. DURHAM (formerly known as Yvonne R, Freel) and R. STEPHEN SHIBLA, each a subscribing witness to the original will. a photocopy of which original will, as executed by the hereinafter named Testatrix, Is presented herewith, each being duly quallfied according to law, depose and say that they were present and saw Martha Jane Chronister, the Testatrix, sign said original will, and that the said Yvonne R, Durham and the said R, Stephen Shibla signed as witnesses at the request of Testatrix in her presence and In the presence of each olher, and In the presence of one other subscribing witness, Sworn to or affirmed ~nd Subscribed before me this II 'i!i day of ,19 '1S )- A. ('.' f~ nneR. Durham, (formerly Yvonne R. Freet) 1tJ/~~ ~~. ~ (Addr~ . /'1t1:as- WT~-- hL - R. Stephen hlbla "'D<i f\J\ "C~y.: ~..... Avru \.. (Address) fA , Q... ~.....\.o v\vt JL. liOT ,\RIAL SE,\L JUOITrl L. r;RAPE. NOl:IC! PUUII~, City 01 HI,rrl:)llllfCj. DauUMl C01U~ I(QgS Jill\&9JlIjIl'~l1R\h~;m\uu..Q.\Uil!.'9' , . 1704 ') ffP I.(~ :.] ~i) U) I f:c r~' - v.1 I " , ".J l.J :]1' " 1,':1 __I I .",:0 I,m J t') "I '-', (,;'j"\ ., '; , I , f" , . , ... ,. ;'~{i '/,''.:' ' i~, : t" .' \41 \~'~.I '1': lie :,1: ,'"(,( 1:, .... . ~ ( i: \'(" ,;1 '\.'\1 " " ~;'. , \,'/) (j'J, :r <,' HOMer: ^, JOHN~ON 'ERR Y R, DUFFIE RICH^RD W, ~TEW^,l.T C, ROY WEIDNtR.JR EDMUND G, MYERS '^MES ^. JOHNSON MVID W, DELUCE R^ll'H H. WRIGHT. Ill.. D^VID I, l^NZ^ ICJSF.rH l. HITCHINGS . l^W OHlCE5 JOHNSON, DUFFIE, STEWART & WEIDNER 301 MARKBT STRBET P. 0, BOX 109 LBMOYNB, PENNSYLVANIA 17043.0109 T1lUIPHONB 717 ,761.4540 T1UCOPIBR 717.761.J015 July S, 1995 ~~ ~) ':0 :.llro I ~ ' < ) i . I ~,I Ms, Donna Otto Office of the Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013.3387 f." ~1I;; ,~; I D'\ 'U , . . , ,> i..' " :1),. .,:-. :.: lJl Re: Estate or Murlha Jane Chronister Dear Donna: We have reviewed the Petition to Admit to Probate Photocopy of Original WlII filoo on behalf . of Carl F, Chronister In the above,referenccd estate, We are of the opinion that sufficient evidence has . been presentoo through the Petition, and the Exhibits attached to the Petition, to refute the presumption that the wlll was destroyed by the Testatrix, We have enclosed u form titled Oath of Subscrlblna Witness, which, when executed by the subscribing witnesses whose names are shown therein, wlll provide satisfactory evidence of the due execution of the original of the will, When the Oath of Subscribing Witness has been executed. the photocopy of the original will may be admitted to probate, The Petitioner should complete the slandard Petition for Probate and Grant of Letters, However. In lieu of executing the portion on the back of the Petition for Probate and Grant of Letters, which Is titled Decree of Probate and Grant of Letters, the Register of WlIIs should execute the Decree of the Register of Wills which Is enclosoo herewith, The remaining section of the standard form Petition for Probate and Grant of Letters, for the recording of fees paid, and for the signature of the attorney. should also be completoo. Plea.~e do not hesitate to call if you have any questions, Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER ;f:f;:~~/' Ralph H. Wright, Jr. .. RHW:par:44992 Enclosures cc: Christopher Zettlemoyer, Esquire , "~~(4\i1t.\Ulti'jt~H'rN,.,~;tf""/""" i.. '" "\:''''''' '.~t-, lWr,......l',"II"M'......'n.........,".'...-. , \. " .' ,'.' , ',", " " I " , REED SMITH SHAW & MaCLAY .. I I I MAlllNO ADDRllS '.0, lOR 11 u4 HARRISlIVRO, 'A 11108.18.. fAX m.ll~1771 213 MARK[! STREET . HARRISBURG, I'A \1101.1Il1 111.214.1988 "nlIUROH: M WASHINOlDN, DC ""lADILPI1IA, PA McUAN, VA PRINCnQN, NI WRIlIR'S DIRECT DIAL NUM8ER (412) 288-3256 December 22, 1995 00 c: . 1'-; :11 1tA CERTIFIED ~ P 016 320 090 , , I , ' r'l PA Department of Revenue Bureau of Individual Taxes Inheritance Tax Division-EXT Department 280601 Harrisburg, PA 17128-0601 Re: Martha Jane Chronister - SS#: 178-16-4013 DOD: 03/24/951 File No. 00486 of 1995 , I I" Dear Sirsl I am hereby requesting an extension of time in which to file the Pennsylvania Inheritance Tax Return for the Estate of Martha Jane Chronister who died March 24, 1995, a resident of Cumberland County, Pennsylvania. Additional time is needed to prepare a complete and accurate return. The Executor has had difficulty locating all of the securities the decedent is believed to have owned. There is also a dispute as to the amount of the final medical bills which will be paid by insurance. An estimated payment of $5,000 was made towards the Estate's tax liability on June 23, 1995. A check is enclosed in the Register of Willa copy of this letter for the additional tax due which is estimated to be $25,000. Sincerely, . ?' ~~r/V//A~k William M. Robinson WMR/NLR/jbl Enclosures CCI ~arl F, Chronister, Esq, I "~'I 'j'i ":1 'I I ":"1 /.1 ,I 1"\ (';: d',1 )1, ' ""../' II, i . " "'I ':1 'I ':'/' "~I' , hil ..I '-'/ ., "I ,'j " 'I f. , u :\ I i .1 ...i-- I' ," ,. ,. , , h " " 'j\ , .",\ ,. , .~ I .\, 'i. " .'.. " ,. '" j '"j .::: <', ~ ;I: t;; i ~ ~ ;: ti; a ~ j 5 ~ ~ !J, !i 0 It! "".. eo: . ~ ~ ~ :: ~ a ~ ' '~ ~, ' B r ,Ii .. I,\. " . .,. .... \'. ~~"~',". " ", ,t'I. i, 'Ii " QI ~ o .c III ~~ ~ )1... U ~~'+- "'I :>''''00 .,,,,... \ cO'.... I- ::> V1 QI (0 ., (\ U QI c( III " VI ~''- ,""- "''' 01 '-J co" l1J "'.cQlC>: \.-.,.- '- L.. VI' 0.1 ::I 1,- It --.QOr-C ,,"'''IOUI-'' ()" "'., U....Uc( ( C.(.I , , "il 91. :n.1 ..,..... ..~ 1'...t~'~""11 , " " ,-" ..... I, ,'. ...,...... ).. . "-..,- ...' ('r, ',\,J. ~ -- :: ., . I - ::: I : . . .1: = - ~ III . - -: . I -- ': , - " - I : 9 , . I . I, :; : 01 -, - "] " - l~ l~' (g I (~l . .... \\1. ,", .... , , , ,. if t, J1"- " ,\~ " --,..-~---.-...".~.d~ 'f ('"'' '.' , ' -'~.:.::p...I. ,. I,.. I, ~ . ';", ., "I' it I . ~ ,'l\', I' "'.;' .' (,1' ;'t\" 1'.,11, " " :' ~',' 1,1 . - "" i,", ~,. r ';' ~ I. ~. 1 "", ' , .... . f Cl, '., r " ~ 11 '~,';, ~ >, " ' J ~ ;' , I ,,~ , '" , , ,) l- t' ',., , I , , i I ,;. '" , I, I , \' " ..-.,..-. -r~ l~_ ..J , . " , \ ~ ' I' ,I I I i , I I 'r, " ,. tI /5,-1/- ? Q1v BURBAU OF INDIVIDUAL TAXES DBPARTMENT 280601 BARRIS9URG, PA 17120-0601 January 12, 1996 \1 h 1" WILLIAM M ROBINSON ESQ REED SMITH SHAW AND MCCLAY 213 HARKET ST HARRISBURG PA 17101-2132 (,il' (.: ;; \I-j ," "1': :Tl:fc :1 ,,' l., ":1 i.) Dear Mr. Robinsonl Rei Estate of Martha Jane Chronister Fils No.1 2195-0486 -0.1 This 10 in response to your requeAt for sn extension to file the Inheritance Tsx Return for the sbove-referenced estate. In accordance with Section 9136(d) of the Inheritance snd Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six (6) months. This extension will avoid the inlpMition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The r"turn must be filed with the Register of Wills on or before June 24, 2996. Dacause Section 9136(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that wOll1d exceed the maximum time permitted. " . II:,: Sinc.~re1y, , :~:' ~1!1-~, II )l~t'?JlId{,)/ ~~n c. Murphy, Chief (JI r.;7 Inheritance Tax Division S-UIINH83 11 amml134 ", I HEl1JD 'Sr.UTH SHAW & MaOLAY ,_I,' MAllINO AolltlUl: p,O, lOX 1009 r.nsBlIROH, M Illlo.lOO9 folCl/MILI 4IHBH061 TlLlX 171871 (RCAJ 43S SIXTH ^VENUE PITTSBURGH, M m.19,188b 4120288.3131 " WAlliIN~lON, DC PHIWlILffilA, M ltARRIIIURO, PA MclEAN, V~ PiiNCITON, Nt NIWIORII. NY mt~) DIR~~ g~L~~'t~R June 24" ~996 , , m .Q!ill.T I F I ED MAil! P 050 922 122 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Martha Jane Chronister' , Pennsylvania Inheritance Tax Return ,. Date of Death: March 24, 1995 File No. 00486 of 1995 Gentlemen: Enclosed are two Inheritance Tax Returns for the Estate ,of Martha Jane Chronister. There is also enclosed Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, which was filed with the Internal Revenue Service today. ~o ~ :n NLR/jbl (b ::Om -, n\ n ' 'I ~ l~:!. t;1 n' " !2 t" 0' 'Enclosure -;;'1\1' h ~' t";. F. I Chronister; ,- ..' tJl :;~ ( OJ co: Carl Esq, S; , William M, Robinson, Esq, ','I O(!" (~ :' CI ir:I t!(11 . {,',' 0 liio ~~ 'l;:s ; ..... \JI . . RUED SMITH SUAW & MaCLAY MAlLlNO AOORISI: 'P.C.10111lO'l I'I"HUIGII, PA 1ll1~11lO'l IAClIMUI <II,lIa.J06J TlUX mill IReAl os SlxTll AVENU, pITTSDUOGli, PA 15219,1886 m.lD8.lIll ( \"'1Ull~'S oIRIC} CIAL NUMBER 412) 288-3082 June 28, 1996 WAlltlNmOO, lJC I'ItlLAolll'lllA,PA tlARRI18U~O, IA McLIAN, VA ,1'Il1~mON,NJ NEW lOlIR, NY Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Attention: Cheryl Re: Estate of Martha Jane Chronister QQD: 3/24/95: File No. 00486 of 1995 Dear Cheryl: Enclosed is a check for $15.00 in paymerit of the filing. fee for the Pennsylvania inheritance tax return for the Martha J, Chronister Estate. Sincorely, ~. \..I.t. ~. / '/~J r'" ~;L r Na cy L" i~~-' . Senior L al Assi~tant NLR(jbl Enclosure co: Carl F, Chronister, Esq, 2~ ~ :0:0 -:\ ."' 1~8 :;,~ O. ., .... ~~ ; , ~: (l c ~.. , , ;1 ., W . ,. " , ., ... ., () ," " f' ;s :".li,'j , : ~. .... , (' 'a , :01 . i--\ ;p;:i. ~, j .,\ , .1 , Ii " I I i i I , , I I i , , I 'I i ! I , ! ! I . ", . 1 .. 11\,,,, . ","." ",. , ~ I . '.._, . .-.'..,.... - .~-~"....,... . ~ " .. , . , dJ- c}'?"-4/? REED SMITH I ' I " Reed Smith Shaw & McClay ,I) I' /" V \ ~l" "lYe,'l ('/-' (( ',vlC ((/- 'c, . I l. - L.,tU( . , ,( ; I z, 0-- ,g( (II( ! ' I 'J t. , . Jt ~,. (,,(L (dl r' L~ (,./1 ,,' I ( ;~( ,{.j., .'''''' I '(!i 6':t J~J7Jd,,<,,;i ,1)_ '-!l( )1J['L,/l.iH;.t j~.Lu",/'( -::r'''7;,\''cJ~wu ~, ,!,,~ '"'~ '7fA'~ if l..111' ( , ' t"PI "f/t" 1J{f:rb" I~, }Ii<( 0.1, k, <;Ji . . "i', 1"( cU{L, lC (qt-l..""~t.,-co /C~-rJ("J':) A-vt .J't C'C,(/l ire.(,. j~e1. r;l r 0 l'Ai I. It ) ' c\.. l I. ;LLdJ. l v\.{..r1W '((~. 'L1'~ :t // '/'ll' , ) 1/ 9~ ,(\ IV /~ , ( ~~ t /( b ~ ~I ._ . ,) . 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': ", '" " ," "j, " , '"~ .." , ,. !j' ,~ ' '.. "), " .. ., " , " 1," ,. ~ ' ,'. I'"~ ,"~ ,., " ,"~ ", !) , , ,'.' J_" \ < ~ " ,,', I , .> '1 l,',j ", I,:, i -~ ' " 1\ ", ... , I,.'!', I ~, / ' ;/-"" .-,',' , !, ri 'II' ,. ,. ",.', ,;,' /, ,I' '" ~: d " ,"~ 1/' " II.' " ,. " , ,. !1 '" , ,'- I' ,. r(' " ,I,,! 'iI-' l' I' , ,. l: " , .\;,,' , ,I' ., 'f' I" " 'i( \'i " . ',,-I "'\ " , ,. :i' i,l ";1' ,'.,,;". " A " ,-,t\, " U 1\ ., , , " G ',\.' 1 9 8 8 .. iif " , ,. """"": ." " ~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1995-00486 ESTATE OF MARTHA JANE CHRONISTER. DECEASED FIRST AND FINAL ACCOUNT OF Carl F. Chronister, Executor - - - __0' Date of Death: Date of Executor's Appointment: Accounting, for the Period: March 24, 1995 July 24, 1995 March 24, 1995 to . February 22, 1999 --, - -- Purpose of Account: Cad F. Chronister, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information, questions or objections can be discussed with: ',I William M. Robinson, Esq. or Nancy L, Ride, Paralegal Reed Smith Shaw & McClay P.O. Box 200S Pittsburgh, PA 15230 , , 412/288.3256 412/288-3082 GROSS ESTATE (Principal Receipts + Income Receipts) 985,071.53 PGtllI&O&U141l01.M.R\CC rtCxl.Clt't2Jlm6.0PM " " ~!!!1.~ " Acquisition .......y.~~H~......., ( I I i I I SUMMARY OF ACCOUNT Estate of M~rtha J~ne Chronister, Deceased For'Period of 03/24/95 through 09/30/1998 fiduciary Proposed Distributioris to Beneficiaries 500.00 ~, ~il .JJ. PRINCIPAL Receipts: 1-2 910,175.83 37.04 Net Gain (or Loss) on Sales or Other Disposition 910,212.87 Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses and Taxes Fees and Commissions 4 4,219.43 8,225.00 31,567,42 23,748,51 " 3 3 4 (67,760,36) Balance before Distributions Distributions to Beneficiaries 5 842,452.51 (837,90~) 4;547.27 Principal Balance on Hand For Information: Investments made Changes in Investment Holdings INCOME Receipts: This Account Less Disbur3ements 6-8 74,858,06' 0,00 Balance Before Distribution 7~,858.66 Distribution to' Beneficiaries Income Balance on Hand 9 (74,858.66)_ , 0.00. COMBINED BALANCE ON HAND , _4;~47.21 PGttJ6G4U1A60HtIll0(, 'tbru:Wy,1 1999 U1PM " , SCHElDULE A . RECEIPTS OF PRINCIPAL Fiduoiary Aoquisition Value CASH: ......... ................,........ 03/24/95 Harris Savings Bank No. 04-00067578 - Prinoipal balance 27,269.38 Aocrued interest 181.35 27,451. 33 03/24198 Mellon Bank, N.A. - Account No, 00110-080043 Principal balance 234,721,39 Accrued interest 425.00 235,146.39 03/24/95 Meridian Bank - Account #SV8336292302 Principal balance 44,627.28 Accrued interest 33.39 44,660,67, PERSONAL PROPERTY: 03/24/95 Jewelry, per appraisal 10,364.00 STOCKSlLISTED: --............................ 03/24/95 1,200 shares CSX Corp - 92,850.00 traded on the NYSE, cotmlon 03/24/95 400 Shares Curtiss-Wright 15,050,00 Corp - traded on the NYSE, cOtmlon 03/24/95 3,438 shares Eaton Corp - 171,900.00 traded on the NYSE, cotmlon .' 03/24/95 470 shares Federated 10,545.63 Department Stores Inc - traded on the NYSE, cotmlon POttlI-04U'MlOH,JlIOf 'obruolyUIM'..'''' " , CAPIlrAL GAIN :JISTRIBUTIONS 03/25/9B CCNB Corp. distribution 24.21 " " 12/6196 Boeing Co. , cash in lieu of fractions on Rockwell spin off ,12. B3 TOTAL CAPITAL GAINS 3'7.0~ "l CORRECTIONS TO BANK ACCOUNTS Funds erroneously deposited to estate account representing proceeds of the sale of the decedent's automohile specifically bequeathed to Carl F, Chronister 6,500.00 02/01/99 R~payment it500.00 - 0.00' " i ,"_OJ" -"(tlV Ii "j~_i_.<,_{I'~'n'\i~#1i1)t'r"._ , ' " ' ,-, " " ,. " " ,Ie' " ,,-, ,. .1 'f' ,': " 1\: fr ,,' ,.,11 " ,. , " " ,Ie " ,', ,. .' ." " .' ,',! , -! " , " "I' 3 " " DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT ....................................... 10/12/95 10/11/95 03/24/95 Conner Rich Kearney &c Torchia & Associates - Medical services Dorko Adams Janson & Goedecke &c Associates - Medical services Reed Smith Shaw & MCClay - Legal fees for servicas prio~ to death 50.00 45,18 4(124.25 TOTAL DEBTS OF DECENDENT 03/30/95 03/30/95 05/25/95 05/25/95 12/22/95 01/30/96 0~/01l96 , 4,219.43 FUNERAL EXPENSES ............."1"................... Flor.ist bills for the funeral Honorariums for pastor and musicians W. Orville Kimmel Funeral Home Inc. West Shore Country Club - Funeral luncheon 400,00 335,00 6,300.00 1,190.00 TOTAL FUNERAL EXPENSES 8,225,00' ADMINISTRATION EXPENSES AND TAXES ,..........".............................................................. '06/23/95 Register of Wills of Cumberland County, inheritance tax payment at discount 5,000.00 Register of Wills of Cumberland County, inheritance tax payment 25,000,00 . Vital Records, death certificates 180.00 Dauphin Deposic Bank, check charge 27.27 - .4 I' 06/14/96 06/15/96 07/11196 11114/96 02/06/97 06/19/97 06/19/97 02/15/96 03/31/96 12/31/96 Internal Revenue Service Fiducillry J.ncome tax estimated Payment 1,500.00 Pa Department of Revenue, fiduciary income tax payment '100,00 Register of 'Wills, probate fee re Inventory filing 490.00 Register of Wills, short certificates 15.00 Refund of overpayment of PA . inheritance tax (1,226.60) William Spaar, Agent, premium for re-isDue of Rockwell stock 66.75 Chase Mellon Shareholder Services, processing fee for replacement of Rockwell stock certiciates 25.00 Smith Barney, brokerage account Transfer fees Transfer fees Transfer fees 270,00 90.00 30.00 TOTAL ADMINISTRATION EXPENSES 31,567.42, , 08/12/96 f.~.J?~..~P'.,9.9.~.~.~g9.Ji!.~, 06/~0/97, 05/08/98 02/05/99 Reed Smith Shaw & McClay Attornoy fees & expenses . 9,264.88 Reed Smith Shaw & MCClay Attorney fees & expenses 2,854,35 Reed Smith Shaw & McClay Attorney fees & expenses 7,569.58 Reed Smith Shaw & McClay Attorney Fees and Commissions 4,059.70 TOTAL FEES AND COMMISSIONS TOTAL DISBURSEMENTS OF PRINCIPAL 23,7~8.51 . 67,760.36 - 5 - ;'1':-'\' ,.'. . .. j.r' ".,.~WJlit\l;.;~WIN(i't~i~vt1.",~;l:~J~~\'f""-;:\"I~"'.!::jf:'~' '. .. " 12/04/95 12/11/96 03/18/96 03/18/96 04/09/96 12/12/96 06/12/97 12/12/96 " I, ," t. 1', PRIllCIPAL INVESTMENTS AND CHANGES IN INV~STMENT HOLDINGS 1,~00 shs csx Corp. 1,200 shs raceived in stock split 92,850.00 0.00 92,850,00 , , 432 shs United Technologies Corp, 432 she received in stock splil 864 shs 28,971,00 0.00 28,971.00 Mellon Bank Certificate of Deposit $100,000 due 10/1/96 - #00388317 Certificate rolled over on maturity dates until liquidated 6/20/97 for distribution to the Trusts 100,000.00 Mellon Bank Certificate of Deposit $50,000 due 10/1/96 - #00388328 Certificate rolled over on maturity dates until liquidated 6/20/97 for distribution to the Trusts 50,000.00 Dauphin Deposit Bank Certificate of Deposit, $25,000 due 7/10/96 #8140208914 25,000.00 80 shs Boeing Co, received in spinoff from Rockwell International Corp, 80 Shs stock split 4,679,73 0.00 4,679.73 1,908 shs Rockwell Intarnational reduction in basis attributable to spinoff of Boeing Co. 73,696.50' (4,679.73) 69,016.77 ,I I" - 7 - ... I,...! , I'" i ,,::.<.I.loI." ,J~"t.,>J..*lt;~'~FI-~I\~it;'1,4l-",}{',li~,:\-;j\i~~,\i ;~i,j,'l} "~"_',~, '4 (.. ,. . "",.'~[""~'I.rl'f'., .'"....",..' ',,,,1. ,,'- ; 1 . :;' _.,;...:.......;.\..;....j_.:__,',_l!,....~...".;.... '....1". "., .,. r'-' " SCHEDULE G 'RECEIPTS OF INCOMF. SCHEDULE G-1 .....I?~.y.~.I?~.I?~..." S~~...!;R.1i.i! 3/24-12/31/95 1/01-12/31/96. 1/01-07/01/97 1,200 shares 1,200 shares 1,200 shares ~!?~J!!51...*!},~J 1/01-12/31/97 80 shares S!-!.~.f. f!!!.7.W~J.9.h.~. ,.~~.~J! 3/24-12/31/95 400 1/01-12/31/96 400 1/01-07/01/97 400 shares shares shares !!!~.~.9.!L9.P.~1? 3/24-12/31/95 1/01-12/31/96 1/01-07/01/97 3,438 shares 3,438 shares 3,438 shares !':!!.~~~~~.~9.. .P.!!l?\l:F..~m~m.~...!? !;.9.;:!!.'?... );1}.9. ~!Y...!;~J.P..}i~\'f ~!?~.~p.l~..!?9.\-!~9.~m...S!?~ 3/24-12/31/95 144 shares 1/01-12/31/96 144 shares 1/01-07/01/97 144 shares ~~.9J~.;.9",~.~.!'!,.~...!!!~,~S..9.9....{.~..~...~,,!j:...!;~.~.P.). 3/24-12/31/95 900 shares 1/01-12/31/96 900 shares 1/01-07/01/97 900 shares 1,323,00 1,764,00 819..,-00 3,897.00 .p.~.~.~f!R,\I.F.I1!.\..!'!'f!..~~p.,~\l:~...9.p.~J?9.~.~.~~R.~ 3/24-12/31/95 6,739.92 shares 1/01-12/31/96 6,739.92 shares 1/01-07/01/97 6,739.92 shares 7,076.91 9,435,88 4,987,54 21,500.33 - 8 - "oj..' " ,',,,,, I,., ,.,,;'.....;'Ii.;~' ." !!~g.~W~.U..I\1~l..S!?,n~..l..p.!!I 3/24-12/31/95 1,909 shares 1/01-12/31/96 1,909 shares ,1/01-07/01/97 1,909 shares 1,593.64 2,213.29 _].,106.64 4,903.56 v.!!J~ ~~.. ?\~g.!m!? t. !1f1J.~~.. .9.!1!:)(' 3124-12131/95 432 shares 1/01-12/31/96 432 shares 1/01-07/01/97 964 shares 669,60 950,40 535.60 2,155.69 ~!!I.+.~.h. ..~~!:.r:\~Y.,. .l:1~!!,f!l.y.,. .1!'.I;\!!~.\l, 1/01-12/31/96 1/01-10/31/97 343.50 599.97 932.37 TOTAL DIVIDEND INCOME 5~, 992 .,06 SCHEDULE Q-2 ;m!.~B]!:.~?\ Dauphin Deposit Bank Certificate of Deposit * 9140208914 07/10/96 324.25 10/10/96 331.92 01/10/97 336.28 4/10/97 331.19 06/20/97 270.00 1,5~5.64 Dauphin Deposit Bank Cheoking Account 9/22-12/31/95 33.64 1/01-12/31/96 1,901.69 1/01-12/31/97 1,080.35 1/01-12/31/98 649.77 . 01/01,-01/31/99 48,36 3,713.81 ti!!,,:".;: tEl...~!! .v.~!!f1,\l.., ~.~.U~ 3/25'-12/31/95 634.86 1/01-04/10/96 216.74 851.60 Mellon Bank N,A. .........................J............. Premium Money Market Acoount: 3/24-12/31/95 Interest 4,'132,36 1/01-12/31/96 Interest .258.31. 4,990,67 !. - 9 - I !', .. ,tt~; ';'I'';~''u'~"'IIAi>,, ' !,', '11., L.'.,;; '. Certificate 10/01/96 06/19/97 of Depoait 8 00388317 - $100,000 2,615.50 .3,940.25 6;555.75 Certificate 10/01/96 06/19/97 of Deposit 800388328 - $50,000 ,1,307,75, 1,970,13 , 3,27'1.80 , . Meridian. Bank 311'5/'9'5::4'710'796 881.33 . TOTAL INTEREST INCOME .........,.... ~ .... ...... .. 21,866.60 '-- TOTAL'RECEIPTS OF INCOME 74,858.66 INCOME DISTRIBUTIONS Carl F. Chronister 09/20/95 02/28/96 12/02/96 02/28/97 02/22/99 , " Cash Cash Cash Cash Cash 5;000.00 121680.18 100.00 28,000.00 27,208.83 ,-,' 72,989.01 Carl F. Chronister and Dauphin Bank, Trustees. '. of the Trusts under the Will 06/20/97 Dauphin Bank Certificate of Deposit 88140208914 Accrued interest 1,595,64 Cash transferred from Smith Barney brokerage account 27'4,01 1,869.65 HI858~6~ " 10/30/97 TOTAL INCOME DISTRIBUTIONS - 10,-' " " , Fiduciary Acquisition Value ,,I BALANCE ON ~ " Principal cash in Dauphin Deposit Bank 'Checking Aoooupt *10-37088-9 (subject to court oosts) 4',547.27 PROPOSED DISTRIBUTION Prop~sed distribution of principal cash balance Less court costs to: '" "I. 'Tol Carl F, Chronister and Dauphin Deposit Bank, 'rrustees of the Remainder Trust created under the Will .of Martha J. Chronister 4,547.27 1,1' I,. I',. " " .>" ',' ,. ( ,,' ~ ,11 , -, " IiI;: W'."- ~\~', ,,' ,1\ i\....i;j"iIi1~JJ~~', :I.;_I:;';""-"p,,,,; -,-..' (>'''I'''r''f',.' ;-1, i~; ,'I'." ......'~~T. _~"'_",':'L,._i: ';~'I~_' '-",.L " .." , , ....i~_;;.". '. , " AFFIDAVI~ Carl F; Chronister/ExecutaI' under. the Last Will and Testronent of MARTHA JANE CHRONISTER, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate havA been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid. / ;I' "I(?)/. ~/.. , /l.J0^-:::.:L'.. c L2....I"11AA>/t..C,/ Carr' F. Chroniscer, Executor Subscribed and sworn to by Carl F. Chronister, Executor B~fore me thi~~ay of ~ _, 1999, ~61JYXAJ ,J;. h~:1iJJJ ---- ~ Notary Public Nolarlal Seal Nonna G, Wlntere, Notary Publlo Swalara Twp, Dauphin County My Commlsnlon Expires April 22, 2000 ,.......--...-.....-.... " " REQUEST FOR DISTRIBUTIbN Accountant requests that distribution be determined by the Court in accordance with this account. 1 . .~. ~~4. 3)~L~(Jv~~ Carl' F, Chronister, Exeoutor I j, I, I ~lUl04I31A601.~0f fllbtoorv21.I~U1PM CI , ' , ,.., "'~ ,/"" '.' '..' If) ,... '. " r.~ ,rj "-1 I .. r.~ , .:!~ d,~,,,, \1 , , . ,13~ :: ~:. ,1' C.c: \11 ~ 0: ;30 " " ..: I) C. -.) ~: ;.>. ,. UI III m ~ ~, :" C ~ ';l. c: ,fO ~ ~ 'i 9 :s~' alll~~.8 ,\1 .8;;': E ill.. -Ii 0 ~. Wh'" 1l'" e ~li2Si ,; l'U 2.u, ; ..illS .11.1., - r. ,~ ~ Iii ~ ill ~~ ,; ) u Pi . ~ uti) ~ 1 ftJ( Ii' ll! 10 , ~ " III - tJl 0 " ~ r'~;'" :. ~~ .~ ~J!5C.li1 oil ~ ! N u t) :._: ;/ :; .- ... - ! t: H'r ,~. 0 '~: ~ ~ . :- o Iii 0 0 ... C'.:. . J ~ fJ (I " ~ .d'tJ l/) ~ .ell" I. ~ ,i ,- ~ c '" 2l J! :E: "I I i: (,1..2 .-i ,'. o~(Or. .., m .. f? .r ~ I ~ Cur.: E '" C i i ~ ~ :U~;.f! . c: '" c Ol ,. '0-1 ~ ~. f'i3 ::"!i ~ .-i '0 .. ''OE~O'' :::1 :J wi t'~ ('l J I Cal C .. III ~ C'J (I.... '" '"' ~c ~ t.,. ~ ~ ,. ~ ~ '0 ~ 'c ' -, !) .' (',1,.) a: ~!::'(.1:,,":' ,.. 0' ~, U . , .&. 'I' '~ '" ~ ..0 ~ "- ... .. 0 E :IU_~ ~, 'f. ~ . 0 ... c;t:o ' \1'.1 , ' ~ - '0 .. '0 'IJ t:{leac:~~ " '" ~ "; II !!: ?J Q' :) lJl' (\I ~ "'. _'~ t. Q,).:!::a Q~N ~ J >L~8gcOC: ,J:J" - III 11. to.. I , OJ 'i~j ~ t': f- ~ 0 ~ . .1 I " ,- '-" , , rlfunby oertlfy thel wrlnon notlo~ of the filing of this 510111I11'" . , '>reposed Distribution, and of the date. tlmo and placo WI'" . foame will be prosonled to tho Court for oonflrmotlon i1'Y ,110 losl dey to file wrltton obJoctlons to said Stelllmont (J' , ,I09l1d Distribution, has been given to everv unpaid olalrnlHl' '" to every other porson known to the accountant to hav! ..Inim an Inlerestln tho ostato as oreditor, beneflclery, hui, , (!lJxl of kin, . wpy at said Slatoment was Included with the nollce, /tI~ If. ~ . I, '4 " '. , I MAY 1820+ . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: TRUSt FOR THE BENEFIT OF CARLF. CHRONISTER UNDER THE WILL OF MARTHA JANE CHRONISTER .) ORPHANS' COURT DIVISION. ) ) No, 0486of1995 ) I tttoliMOnlll01.fCMlUi May 11. 2CXO III'AM , ' " II \ ." '" !'t~ 11~',h'l' 1.U.ll)j..:.....;~ ; the Decedent's thrce children living ut the dute of her deuth, Cllrl S, Chronister. Judith L, Chronister und Kuren Chronister Leuder with the issue of n predeceased child receiving their parentis shure, per stirpes. All of Decedentls chllrden were living ntthe dute of Decedentls deuth and their respective interests in the Mnrital Trust vested ut such time, 3. Relevnnt provisions in the Will with respect to the Muritnl Trust ure contained In Item Vlnnd reud as follows: ITEM VI: If! predecease My Ilusbund. I give. devise und bequenth to my Trustee hereinufter named IN TRUST NEVERTHELESS. to be held and administered innccordance with this Item for the benefit of My Husband (the "Qualified Terminable Interest Property Trust". herein referred to us the "QTIP Trust"), nil of the rest, residue und remninder of illY property. renl. personnlnnd mixed, not disposed of in the prcceding portions of this Will. My cxecutor shnll huve the right to clect on the Federul Estnte Tnx return prepnred on behnlfofmy eslnte to hnve n portion or nil of the property pnssing under this Itemlreatcd as "qualified terminnble intercst proferty" in order to qunlify such portion or nil of the property for the mertia dcduction for Federal Estnte Tax purposes, Ifmy Executor elects to hnvc n portion or nil of such assets so qualify, such elected assets shnll be held and maintnined by my Trustec as a sepnrllte Trust fund; the balancc. ifany. of the nssets which nrc governcd by this Item shall also be held and mnintained as a scrnratc Trust fund; cach of such Trust funds (or if there be no such partia elcction to qunlify, then the single Trust) shnll be held in trust for the following uses nnd purposes nnd be subjcct to the provisions of the following subparagraphs (n) and (b): (n) My Trustee shall huve, hold, mnnage. invcst and reinvest the assets governcd by each such Trust. collcct the incomc and, beginning nt my death, pay over the net illcome of each such Trust to My Husbnnd during his Iifctimc. in instnllments nolcss frequently thun quarterly. (b) Upon the death of My Husband. my Trustee shall distribute any accumulated income of each such Trust to My Husband's Estate. and distribute the principal of each such Trust to my children. CARL S. CHRONISTER, JUDITH L. CHRONISTER and KAREN CHRONISTER LEADER. in equal shares. I I' any such child is not living ut my dcath, but has then living Issue. said issue, per stirpes. shall take the parent's shnre. If nny such child is not living at my denth and hns no issue living nt my denth. thnt child's share shall be distributed to my issue, per stirpes. living nt my denth. Provided thnt if any sueh issue has not thennttained the age of twenty-seven years. I give sueh issue's shure to my Trustee hereinafter -2- t: _ -1'.-' 'q,' t ,", ,I' , ' . .- . "', ,', ',-:,,',', '-!:'-;~(\;-l-l~\' :~:?:;~~:_ ,/.~~~-l~r_ .-, .,.....;.,.'., -;",),,-~i -""lrNf1JtJJ:'t\~'Y.i;'\>.l.u'.t-"_"'- . C', ,\,!"I,..'..' ,"',lll.p-tJ'tt. "11'.' "f"~""~I.,.r'.I,'~ :,J .-.::---.. .. ,__'_ 'TO.', distribution of the balance thereof to the. remainder beneficiaries, Accordingly, Petitioner requests termination of the Marital Tlllst created under the WiII.of Martha Jane Chronister pursuant to Section 6102 (a) of the Probate. Estates and Fiduciaries Code (20 Pa. Cons., Stat. Ann. ~ 6102(a)). . S. The Pennsylvania Transfer Inheritllnce TIIX has been paid in full. 9. There are no known creditors of this Trust. 10, There are no parties in interest in the military service of the United States of America, 11. The Consents and Joinders of each of Judith Lynn Chronister, Carl Stewart Chronister and Karen Elizabeth Leader lire attached hereto, mllde a part hereof and marked Exhibits" C-l", "C-2" and "C-3", , , . 12. The parties hereto have agreed to terminate this Trust upon the basis of a . . receipt ~nd release. A Statement of Account as of March 31, 2000 is attached hereto and marked Exhibit "D". -4. - ,.,. " , ' " WHEREFORE, Petitioner prays that Your Honorable Court (I) terminate the Trust under subdivision (I) of Paragraph Item VI of the Will pursuant to ~ 6102(a) oflhe Probate, Estates and Fiduciaries Code and (il) enter a Decree awarding the trust estate thereof to Judith Lynn Chronister. Carl Stewart Chronister and Karen EIIZlIbeth Leader in . equal shares, outright and free of trust. A proposed Order of Court is attached hereto, " ' By ~J/Oe.<h-~~ . Carl F. Chronister, , ,I' ." '", , , , ,)' " " ' ',', " " , " " , , , , " '" . ,. , , " ; I' .", j.' '. ,; , " , , ,. ,I, ,) " " " " I, j. I" , ,'" , , .5. , , " IN THE COURT OF COMMON PLEAS OF CUMBERl.AND COUNTY. PENNSYLVANIA IN RE:. TRUST FOR THE BENEFIT OF CARL F, CHRONISTER . UNDER THE WILL OF . MARTHA JANE CHRONISTER ) ORPHANS' COUR1' DIVISION . ) ) No. 0486 of 1995 . ) ,'!,' AFFIDAVIT 'COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY ) ) ss: ) BEFORE ME, the undersigned. personally appeared CARL F. CHRONISTER, , who being duly sworn according 10 law deposed and says thai he is Ihe life tenant of the Marital Trust created by the Will of Martha Jane Chronister for the benefit of Carl F. Chronister dated June 8, 1983 and that as such. he has caused to be prepared a Petition for Tennlnation and Distribution of said Trust; that he has reviewed the saId Petition and signed the same and that the avemlents offaet set forth therein arc true and correct to the best of his knowledge, information .~~~ . . ~ Altf~~fu~~ CARL F, CHRONIS 'R ,. SWORN to and(~ubscribed before me this .:::L day of t{M-. 2000. , I, ' .' My Commission Expires: 'i " r-"..."..."......_~,.I )oHYI/;!II\\ ~(.f. INUn:: I. W/./:;,I'l/'Il), '~l-'I.'IY Pul,nc , 1':,'II!,r,,~.j'J~", f'r,.....'l.....y_I.-.r" "^ . ... " "'. ,,, '. W 'II' , Illy (/.H""ld~;rl r:M.'.".\J;,., 01-" I'm , ~- ....".~_.. "-~~, ....._,. .... -,ft. ",......... " " , , <o!' '" , . 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AND nS'l'AJ.lENT ~RTlIA JANE CHRONISTER I, 11ARTHA JANE CHRONISTER, of Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last \'1ill and Testament, hereby revoking illl ~Iills and Codicils by me at any time previously made. illll..ll All inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out' of the property passing under I'l'EM V of this Will if I predecease my husband, Carl F. Chronister ("11y Husbund"), or under ITEr" VII if. I do not predeceaso Hy Husband, as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executor, my I:xecutor may pay any Dl:lath Taxes immediately or may postpone the payment of Death Taxes on future or remainder interests until such time as possessicn thereof accrues to the beneficiaries of such interest. Page 1 of 17 pages. , 'J ) ..,-- - ITEN III I hereby exorcise all powers of appointment which I may have ilt the time of my death in favor of ~y Executor, and all property subject to all such powers of appointment shall be included in my estate and be governed by the provisions of this \'lill, provided, however, that I specifically decline to exercise any power of appointment given to me in <'lAY Will, Codicil, Agreement of Trust or other instrument executed by ~Iy Husband. ~ III: I give and bequeath all of my household furni ture and furnishings, automobile!!, books, pictures, j e~!elry, china, crystal, appliances, silverware, wearing apparel, my cOllections, and all other like articles of household or personal use or adornment not disposed of in the preceding portions of this Hill, to My Husband, if he survives me; or, if he does not survive me, to my children, CARL S. CHRONISTER, JUDITH L. CHRONISTER Clnd KAREN CHP.ONIS'!'ER LEADER, in equal shares or as they shall agree. .If any sllch child is not living at my death, but hall then living issue, said issue, per stirpes, shall take the parent's share. If any such child is not liVing at my death and has no issue liVing at my death, that child's share shall be distributed to my issue, pe~ stirpes, living at my death. Page 2 or 17 pages, ) ) JTEI1 IV: If I rHlrvivn lly Husband, I her0by make thfl following speoific bequests: (II) I give and beq\leath the sum of TEN THOUSAND DOLLARS (~10,000.00) to THE HINISTER, TRUSTEES, BLDERS AND I~ARDEtlS OF ZIONS CHURCH AT HARRISBURG, IN THE COUNTY OF DAUPHIN, also known as Zion Lutheran Church, 15 South Fourth Street, Harrisburg, Pennsylvania, of which I am a member. (b) I give and bequea th the sum of FIVE THOUSAND DOLLARS ($5,000.00) to my Alma Mater, GETTYSBURG COLLEGE, Gettysburg, Pennsylvania. ITEN V: I give, devise and bequeath an amount equal to the dollar amount not taxed in my estate due to the unified credit, applicable to my estate for federal estate tax purposes ("the exemption equivalent") to my Trustee, hereinl:lfter named, as Trust'e, IN TRUST NEVERTHELESS, for the fOllowing uses and purposes I (a) Ny Trustee shall have, hold, manage, invest and reinvest th~ assets governed by such Trust, collect the income and, beginning at my death, pay over the net .. :"', . :,..~r!~'~il'" ,.';?~r"~'::''''i:'' \. ~,. ,"'" 'II'" l' "#.1 "...."\'. " ..t., '.' :,f,I'~",,\;,~"'1 ." "". .... :.'t' '.i,:'..... ..'(1. , . '~.~.." '. .. 'r,'-'''' ... '; . ' ,', " 1 Page 3 of 17 pages. '. - ) ~ _I ~'i -;, I'., ') l " Il \, '. _I',. I,,',', income of such Trust to my nusband during his lifetime, in installments no less frequently than quarterly. " " \1 , I ~: :,. (b) Upon the death of My Ilusband, my Tt'ustee shall distribute any accumulated income of such 'rrust to My Husband's Estate, and distribute the principal of such Trust to my children, CARL S. CHRONISTER, JUDITH L. CHRONISTER and I\AREIl CHRONISTBP. LEADER, in equal shares. I. e. '. I, . \: .1 ,. , " If any such child ic not living at my death but has then I' :1 ;, living issue, said issue, per stirpes, shall take the parent I s share. If any such child is not living at my death and has no issue liVing at my death, that child's . share shall be distributed to my issue, per stirpes, living at my death. Provided that if any such issue has not then attained the age of twenty-seven years, I give such i.ssue I s share to my Trustee hereinafter named, IN TRUST t1EVERTHELESS, to be held and administered in accordance with the provisions of ITEM VIII for the benefit of such issue. (e) If my H\lsband does not survive me, then I give, devise and bequouth the assets governed by this Item to my children, CARL S. ClIRONISTER, JUDITH L. CHRONISTER and KAREN CHRONISTER LEADER, 1n equ<ll shares. If <Iny such child is not living at my death, but has then living Page 4 of 17 pages. '. issu13, said issue, per stirpes, shall take the parentlo share. If any such child is not living at my death and has no issue living at my death, that child's share shall be distributed to my issue, per stirpes, living at my death. Provided that if any such issue has not then attained the age of twenty-sev~n years, I give such issuels share to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held and administered in accordance with the provisions of ITEM VIII for the benefit of such issue. The Executor cannot elect to have the assets of this Trust qualified for marital deduction purposes, add they shall not so qualify. ITEM VI: If I predecease My Husband, I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held and administered in accordance with this Item for the benefit of Ny Husband (the "Qualified Terminable Interest property Trust", herein referred to as the "QTIP Trust"), all of the rest, residue and remainder of my property, ret.l, porsonal and mixed, not disposed of in the preceding portions of this Will. loly Executor shall have thb right to elect on the Federal Estate Tax return prepared on behalf of my estate tc have a portion or all of the property passing under this Item treated as Page 5 of 17 pages. " . "qualified terminable interest propet-ty" in order 1:0 qualify !Iuch portion or all of the property for the marital deduction for Federal CDtate Tax purposes. If my Executor f31r:.cts to have 1\ portien or 1\11 of such aBsets so qualify, such el~cted assets shall be held and maintained by my Trustee I\S 1\ separate Trust fundI the balance, if any, of the assets which are governed by this Item shall also be held and maintained as a separate Trust fundI each of such Trust funds (or if there be no such parti'11 election to qualify, then the single Trust) shall be held in Truct for the following uses and purposes and be subject to the provisions of the following subparagraphs (a) and (b): (a) Hy Trustee shall have, hold, manage, invest and reinvest the assets governed by each such Trust, .collect the income and, beglnning at my death, pay over the net income of each such Trust to t1y Husband during his lifetime, in installments no less frequently than quarterly. (b) Upon the death of My Husband, my Trustee shall distribute any accumulated income of each such Trust to l1y Husband's Estate, ,'.rid distribute the principal of each such Trust to my children, CARL S. CHRONISTER, JUDITH L. CHF.CIHSTr.R and KAREN CIIRONISTER LEADBR, in equal shCl.res. If any such chilcl is not living <It my Page 6 or 17 pages. death, but has thon living issue, said issue, per stirpes I shall take the parent' lJ shat'e. If any such child is not living at my death and has no i~5ue living lit my death, that child's share shall be distributed to my issue, per stirpes, living at my death. Provided that if any such issue has not then attained the age of twenty-seven years, I give such issue's ahare to my Trustee hereinafter named, III 'fRUST NEVERTlIELESS, to be held and adminiatcred in accordance with tho provisions or ITEM VIII for the benefit of such issue. ITEN VIII If I do not predecease My Husband, I give, devise and bequeath all of the rest, residue artd remainder of my property, real, personal and mixed, not dispoE~d or in the preceding portions of this Will, to my children, CARL S. ClIP-OIUSTER, JUDITH L. CllROt:ISTER and Y.AREN CHRONISTER LEADEn, in equal shares. If any such child is not living at my death, but has then living issue, said issue, per stirpes, shall take the parent's share. If any such child is not living at my death and has no issue living at my death, that child's share ahall be distributed to my issue, per stirpes, living at my death. Provided that if any such issue has not thun attained the age of tl~enty-seven years, I give such issut:ll s sharo to my 'frustee hereinafter named, III TRUST NF.VERTlIELESS, to be held and administured in accordance Id th the I I I , I. provisions of ITEM VIrI for the bcnufit of such issue. Page 7 of 17 pages. ITEH VIII: Each 'rrust for an iss\:E: of mine \~ho is under twenty-seven years at the time uf creation of the Trust shall be administered and distributed as followsl (al My Trustee shall have, hold, manage, invest and reinvest the assets of such beneficiary's Trust, collect the income and, until the beneficiary of the Trust shall have attained the age of twenty-seven years, my TL'uste.e shall from time to time pay to or for the benefit of the beneficiary such amountR of the net income and principal of the Truot as, in the sole discretion of my Trustee, may be necessary for the beneficiary's care, maintenance, support, ~cucation and advancement in life. At the end of each year any unexpended income shall be added to the principal of the Trust. (bl After the beneficiary shall have attained the age of twenty-seven ye:ars, my Trustee shall distribute the then remaining principal and any undistributed income of the Trust outright to the beneficiary I or if the beneficillL'Y shall hllve died before: attaining that ilge, my Trustee shall dill tribute such assets to the bene:ficiary's issue liVing at the death of said Page 8 of 17 pages. 1""-' .', 'T ') beneficiary, per stirpes I or if the benef.iciary has no issue then living, to my issue then living, por stirpes. ITE~I IX: No part of the income or principal of the property held under any trust created hereunder shall be subject to attachment, levy or seizure by any credi tOl', spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to the beneficiary's actual receipt thereof. Hy Trustee shall pay over the net income and the principai to the beneficlaries hE!roin designated, as their interests may appear, wi thout regard to any attempted anticipation (except as specifically provided in this instrument), pledging or assignment by any beneficiary under any trust created hereunder and Idthout regard to any claim thereto or attempted levy, attachment, sei~ure or other process against said benef iQiary. ITEH X: Any .person other than My Husband who shall have died at the same time as I, or in a common disaster Hith ree or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If Hy lIusband and I shall have died at the same time or in a r:ommon disaster or under such circumstances that it is difficult or impossible to determinE! who shall hl.ve died firet, I shall be deemed to havE'! predeceasod /0\1' Husband. I\ny person other than me who shall have died ilt the same time as any thon Page 9 of 17 pages. ,rb I I" r.' \ .' . '~""""',\ beneficiary of income of my estate or a trust created hereunder or in a conunon disaster with such beneficiary or under such oircumstances that it is difficult or impossible to determine \4ho shall have died first, shall be deemed to have predec9ased such bene ficiary. ITEN XI: -- In the settlement of my estate and during the continuance of any trust created hereunder, my EXElcutor and my Trustee shall possess, among others, the following p0\4ers to be exercised for the best interests at the beneficiaries subject, however, insotar as any portion ut the QTIP Trust qualified by the Executor for marital deduction purposes is ccncerned, to the restrictions set forth below: .(0.) To retain any investments I may have at my death so long as my Executor Ol' Trustee may deem it advisable to my estate or trust so to do. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or perscnal property as my Executor or Trustee shall deem wise, without being . restricted to so-called "legal investments". page 10 of 17 pages. (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dateo ur their division or distribution. In making any diVision or distributiun in kind, my Executor or Trustee shall divide ur distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and u~on such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to t~.e purchaser or purchasers, conveying" fce simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application Page 11 of 17 pages. - of the purchase money or to make inquiry into the validity of said sale or salesl also, to m~ke, execute, acknowledge and deliver any and all deeds, assignments, options or other \~ri tings \~hich may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this Will. (e) To mortgage real astate; provided, however,. that this provision ~hall not apply to any portion of the QTIP Trust qualified by the Executor for marital deduction purpose&. (f) To make leases of real estate. (g) To borrow money from any party, inc luding Dauphir: Deposit Bank and Trust Company, to pay indebtedness of mine or of my estat~ or trust, expenses of administration, Death Taxes or other taxesl provided, however, that this prCJvision shall not: authoriza borrowing from any portion of the QTIP Trust qualified by th~ Executor for ma.ital deduction purposes. (h) From the same Source as from which Death Taxes are to be paid in accordance with ITEf.! I, to pay all I, I Paqe 12 of 17 pages. costs, Uoath Taxes and otner taxes, expenses and charges in connection with tho administration of my ostate or trust, and my Executor shall pay the expenses of my last illness and funeral f.lKpOIISllS; provided, ho\~ever, that no such CllstS, Death 'raKes or other taxes, expenses or charges shall be paid from any portion of the QTIP Trust qualified by the CxecutoL' for ma.l'ital deduction purpasesl and pray ided further, that all proceeds receivea by the Trustee hereunder from "qualified" plans under the applicable provislons of che U. S. Internal Revenue Code (exceot for distributions which are included in mv qross estate) shall be free and clear of , all debts, taxes or other obligations of my ~state or of Hy' Husband's estute and not subJect to diVtoorsion to or for the benefit of my estate or of Ny Husband's estate. (i) To vote any shares of stock which form a part uf my estate or trust and to other\~ise exercise all the powers incident to the ownership of such stock. (j) To exercise any uutstandlng stock option in effect at my death. (k) . .In the discretion of my Executor or Trustetl, \..0 unite with other OWnf:ll:5 of simil.u propurty 111 Page 13 0 t 17 [JagI3s. . ,., disqualify any portion of the QTIP Trust qualified by the Executor for marital deduction purposes. ITEf.! XI II: ~ly E:<ecutor shall not be personally liable for loss to my Elsta te or to my spousol s es\::atfl or to any benefi- ciary of either estate or to any other entity resulting from my Executor's decision made in good faith whether or not or to what el<tc,mt to make an election on the Federal Eztate Tax return rrepared on behalf of my estate to have a portion or all of certain "qualified terminable interest property" tr.eated as having passed to my spouse in order to qualifY for the marital deduction for Federal Estate Tax purposes. ITEr,! XIV: If my Executor is entitled to elect whether a deduction shall be claimed az an estate tax deductivn or as an income tax deduction I my E:<ecutor shall not be personally liable for any loss to my estate or to any beneficiary resulting from such election made in good faith to claim a deduction as an income tax deduction or as an estate tax deductionl nor shall any compensating adj'Jstments be made between income and principal or in the amount of an~' gUt under this Hill to my spouse intended to qualify for the marital deduction for Federal Estate Tax purposos as a re~ult of such election. Page 15 at 17 pages. ITEH XV I In valuillg property in my gr05S estate for the purposes of allY lJuath 'l'a::, my Executor shall lIut be pursonall.Y liable for any loss to my estate or to any benefiClary of my e5tate resulting from my f,xecut.or' s declsion made in good falth to use a particular valuation date; nor, as a result of such decisionl shall any compensating adjustment be made in the amount of a gift under this NUl to my spouse intended to qualify for the marital aeduction for Federal Estate ~ax purposes. ITEl1 XVI: Ii at any time any minor shall be entitled to recelve any assets hereunder, che DAUPHIN DEPOSIT DAHK AND TRUST COI1PAN'i, of Harrisburg, p>3nnsylvania, shall act as "Guardian" of . the assets payable \:0 such minor, The Guardian may receive and administer all assets authorized by la\~, and shall havF.l full aut.hority to use such <1ssets, both principal and income, in any manner the Guardian shall deem advisabLe for the best interests ot the minor, including college, university, post-graduate or other Gducation, without securlng a court order. The Guardian shall have all the rights and privileges as Guardian as are herein granted to ,. my Executor and Trustee as to my estate and any trustS created hereunder. ITEH XVII: I hereoy nominate, constitute and appoint i'lli' husband, CARL F. CIIRONISTSR, .:Ind thu DAUPHIN DEPOSIT DANK AND THU~T COHPAll'i, or the survivor, .:IS Executor(s) of this \lill and as Page 16 of 17 pages. " , Trustee (s) of each Trust created hereunder, herein collectively referred to as my "Executor" and "Trustee". I, , , " I i , I i ITEM XVII I : The Guardian, Executor and Trustee shall qualify and serve without the duty or obligation of filing any bond or other security and shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of t,hia and the preoeding sixteen (16) pages, this 9:711 day of r ' 1983. 1ltAn:lL.F- C4~ ' Ma ha Jane Chron ster (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence ot each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ~ S'~,~~,~ Resi\+ng at I 10:,1. CJ....... e~l.) fr\Q("~,~, ~~ ""Ii<- Resid ng atl~/";<.:i" -#~ r_.~ '-'~:"n/ ~,,'./R.':'::' /-'4 ~?r" {. 7 ,,,,,,,,,..,, .,1' jJ./$:flr -(::--'-.. (SEAL) (SEAL) <'""(SEAl,) I I I I, I 1_. Page 17 of 17 pages. ,. , " " , .1. , " " .\, , " , 'I \. I' " ,. ,. 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" "1'\'" I,' 1',-1"'1 , , " .,. I, '.,- ,. " I!' " , I'" ',.i, " ',:,. \'; " ,-.' I'''' I, ", ,i " , " IIII' " I,; ., , '1,-'" ",' '; dr. 'I" ", .' ',,- " "~I I' '1" '1\ ", I, '" .... , ;1 'i. I, " " , , ' \',1' " .. oj , ,," " " \, '" " 1"11 ". , ,! " " ',I " " ,,' "I) ,. '" . 'j,' \.1 " " .. ,.". ,'," il'll" " ,. ,. 11',. ,.'1 " " , , " .., I" <, " I , ,1,1 " ,\ , '1,.1',' ,,, ,. " ,.' ," ,"~ , " ,. " I" I \, " , I' II .... II' , " I ~ . II' \ " " '\" " " ',. " , ,. ;\. , 'il ", l," 1 ,I:, ',.1 " ", 'Ii I, ". ,. " '\ 'i, " ,\, ' :'1 ,I ."'''' ,. " I)! I,' 1:;. , "j'\' " ,',r. I.' " " ",1\ ;I, i Ij,,: II. ,,, " .. , ;',. q " \, " ,,',1',,',1 " , " .. " ,'1' " " 'I ,-j" " t.'., I,.; " " " 'J; "II, . 'I ~; ;\1 ,.. ":1" '.' " " _f of i'" '," ",1) ". I' " , " :,ip!' , " " " I, I' l; I. " ,. , ,{. ,"~ , f\' .'1"1 , " ''';'> " , , ." t,t ~ \', ,~ ',\ 'I',. " ,. i' 'I " I' I' . \'1 /1' ,,' I:' ,1 d' I> "i '1,. .,'. 1',' ".,. !' ,I:. !' "Ill 'I " " " I'," " " " ','\1 ", ,'i,\. I' ,. ',',\ 'i) H -, J:l' '"~ " '"~ , " III " '1 \, ~ " " I , . ! jii!m,\4.WlI\~~ {""".;, """",', ,i'." .. ,',', , . RELEASE TOI Carl F. Chronister and the Dauphin Deposit Bank and Trust Company, Trustees of the Trust created under the Last Will and Testament of Martha Jane Chronister dated June 8, 1983 WHEREAS, by Last Will and Testament of Martha ,Jane Chronister (the "Will") dated June 8, 1983, Martha Jane Chronister (the "Testatrix") created the Qualified Terminable Interest Property Trust (the "Trust") for the benef it of her husband, Carl F. Chronister, the undersigned, with distributions at his death to issue. WHEREAS, the Testatrix died on March 24, 1995, testate, a resident of Cumberland County, Pennsylvania. WHEREAS, the Testatrix was survived by the undersigned. WHEREAS, Item VI disposition of the Trust. follows I of the Hill governs the creation and Specifically, Item VI provides as > 'I ,1.- ITEM VI: If I predecease My Husband, I give, devise and bequeath to my Trust~e hereinafter named, IN TRUST NEVERTHELESS, to be held and administered in accordance with this Item for the benefit of My Husband (the "Qualified Terminable Interest Property Trust", herein referred to as the "QTIP Trust"), all of the rest, residue and remainder of my property, real. personal and mixed, not disposed of in the preceding portions of this Will. My Executor shall have the right to elect on the Federal Estate Tax return prepared on behalf of my estate to have a portion or all of the property passing. under this Item treated as "qualified terminable !nterest property" in order to qualify such portion or all of the property f.or the marital deduction for Federal Estate Tax purposes. If my Executor elects to have a portion or all of such assets so qualify, such elected assets shall be held and I,ll' '.,1'1 'I' "r " 'II ,"1 'Jr' ,',j \' ~t~kiIIXlIOlfACUC. MtltJ;<<.o, ""'4 , . ";':'- j~' .,.l~/, , , -. , ",.~ Li t\ ' ',~ :~ ',' F.,I ,,' :'1' Ii ~; :," ~{, . jl' " I' " maintained by my Trustee as a separate Trust fundi the balancei if any, of the assets which are governed by this Item shall also be held and maintained as a separate Trust fundi each of such Trust funds (or if there be no such partial election to qualify, then the single Trust) shall be held in Trust for the following uses and purposes and be subject to the provisions of the following subparagraphs (a) and (b): (a) My Trustee shall h~ve, hold, manage, invest and reinvest the assets governed by each such Trust, collect the income and, beginning at my death, pay over the net income of each such Trust to My Husband during his lifetime, in installments no less frequently than quarterly. (b) Upon the death of My Husband, my Trustee shall distribute any accumulated income of each such Trust to My Husband's Estate, and distribute the principal of each such Trust to my children, CARL S. CHRONISTER, JUDITH L. CHRONISTER and KAREN CHRONISTER LEADER, in equal shares. If any such child is not living at my death, but has then living issue, said issue, per stirpes, shall take the parent's share. If any such child is not living at my death and has no issue living at my death, that child's share shall be distributed to my issue, per stirpes, living at my death. Provided that if any such isslle has not then attained the age of twenty-seven years, I give such issue's share to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held and administered in accordance with the provisions of ITEM VIII for the benefit of such issue. WHEREAS, the undersigned wishes to forever release and disclaim all rights, powers and interests in the Trust. WHEREAS, a release and disclaimer is governed under Section 6103 of the PEF Code, the pertinent provisions of which are as follows I Any power of appointment, or power of consumption, whether general or special, other than a power in trust which is imperative, and any interest in, to, or over real or personal property held or owned outright, or in trust, or in any other manner which is reserved or given to any person by deed, will or otherwise, and irrespective of any ..2.. .tffr'-or;)", \, , . .' ", '.,<1' ,.-- .,.. '_i".'-' "......-, , , ,;,\,_~,.,...,~""M""'--"""I~;,':-2J.iJJ."':'I""-i'\'_"\;' "".1,', ,_I" " ",'," .. " limitation of such power or interest by virtue of any r~striction in the nature of a so-dalled spendthrift trust provision, or similar provision, may be released or ' disclaimed, either with or without consideration by written instrument signed by the, person possessing the power or the interest and delivered as hereinafter provided, ... [sluch release or disclaimer may be delivered to ... [alny trustee of the property to which the power or interest relates. I / I I' " Ii/,' I, I' ,\ \ , \' " I ), II I, I' / NOW, THEREFORE, the undersigned hereby irrevocably and 'forever releases and disclaims all rights, powers and interests that he may now or hereafter have to the Trust purs11ant to the provisions of Item VI of the Will, such that the Trust shall be ',diAtributed to Carl S. Chronister, Judith L. Chronister and .' ' 'r I'" I " "", 1,.- ,. " " .. " " , , " " , I' , , .. , , I: 't" . ' :i., , I, ,,'" . " , . I'" . ' iI'"~ " q, "Ii ,.,. ,I', , I, , ;' " r' ! ", , . ',to I'" I,',," I" , , ' 'j " , , ! ~ I, '" I, -3- " " , , " " .: .' " I, I" \, 'I' <,;, ",. ,,,I. P , ',:" " " I' 'i. ',;., " I" 'I " , . ,~.. 'II,' j,' ,'I " ,,, " " "\\ ;r n. 'I ,', ,,', '" ./ II'. , " . .j,' " .:' ,,' ',,' " ", ", I!'" Il\ 'I" I' i" \, 'iI I' I." 'I .,' I' ,I , " " I, " " " .' " r'''' ,I "Ii " '.i .' " " 'i , , ,j( ,: " I :'" "'\:, ,I I,' \ 'l,r: 1'1/,1. .j' 'I '10 "\ "f', I', ' "." 'I :1/ " " II I" 'j. " (;' " I, 'ii' '; " I.:', I.-I" I,'l' ,1,/ " " 1,1.1(,1". j. " " I' ,,. .,-/, I ~. ," j " .' >, " " '" .' ", , , " 1,1 1'),1' ., " , "; i, , " ,.11 ./' j, ,,' .. , ,;' .. " ,I. '",1111 "..,l' "" I',' , 'I I. " , , . ,,' ," .. I "" .(. '. " ,:,," " " " I', ,,'. d " 'JI. ;1' , "',I :", "I': , !II' ,,'j, I:jl' \,' I ",! II','" , I, ,I,' '" I " " ," ,,' Cwhlhlt ,.. , .' ..' I, 01 ',I', , 1,<,.. I' " .\' f'" ,', .' ,,, " 1 ,i' ,. '" " I' .. , " " n ;11, " " .. " " , " I.., L"j I' ",.' t,; '.' " ,,', " '.1. " '/: i'/ " " ,,' " ,j',' , " , "I. \. .' I;' ',' ,\,,',',;'1), ~ I , " ,"j, " ,..I " , , " " "'/ , , ; ,,) j. ,.,,' '.'1. ';; !' ,. j, ': I' .' .' 'I'," iI ,j,. " I. 'I, ", .. .' " 1" " ,,'I "e'/' " / ,P" " , , "','1 I't. ":/,' I,' 1\ I. <'I \;', ,I I' "I. ,,' p. :/, I':' (i'" .. I'" ": .," , "f, "'1/;' ',\' I,' ,. " , I',' 'Il ,,1'1, If 'lei. .' ;,1' ,'. , j." , ,. '\: " " ;1 ", ,; " ,j. ':' ti " " ," ,. "l:, ," " , ....j, " I:"~ , 1"1 " I" "1':, , , ",l I' I' ,,' " " I', .' , " I. \" 'II I"~ , , ,,' ", '" d' " .,".,; I,' ,,' (" 'I' 'i'(', ,;1" 1 ,,' , ,', r '" ,,' " ',,'/i, ." 'q I, H ,q' " I . ~ - ," " ;' ":"1 I. " " """1\' ," I '" I'" ."',, .' , " " '-j , , ,I \ d " i ~ 1 " .- ,j.' " ,f" '.; .. It " I). I" 1(' 'f' .' " I" '" , 'ii' 'i I," I ,1,' "I, ;:1. ,I,. , " " " ,,' 'I " I,' I .' I ~ ..", .' " , ..j !';I' ,I',i! ,,' ., , ,/ ,. , ,,' ", ", .' ."1 I" , , ,. " ... c' ,.' " , , I' jl I. ,. \; )1.' "-!", ,l( , f:""; " " ';',1,1',:;" "fl" " I'f ,. f'" d' :'" ,i", " 'j.' " , ".. I"" "', Jr, , ,. I",'" ..",. fol;."l",...'" , , '. 1I:.u,.,I...' ", ~,;,.". \ ' .. '.' . , ' " .' ; .._ : .......', ;'C!'}'__'_:',';:I''''"'c_ rH . itr;!t;"'i;\4~1IJ^fM"b(m~~.f.w;_,~,if,~1' ~:~~;/IT.,,1.)-Jm~ ~j:/,;,;!ii~')~i>~}I~~~,j.;~t,\;,'f ,th1i~;!.~l~t~~~ . - IN THF. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: . TRUST FOR THE BENEFIT OF CARL P. CHRONISTER UNDER THE WILL OF MARTHA JANE CHRONISTER ) ORPHANS' COURT DIVISION . ) ) No. 0486 of 1995 ) CONSENT AND JOINDER .. The undersigned, CARL F. CHRONISTER, having read the attached Petition for Termination and Distribution in his capacity as an interested party does hereby consent to the termination and distribution ofthc trust undcr subdivision (I) of Item VI of the Will Martha Jane Chronister and joins in the prayer of the foregoing Petition, a copy of which is hereby . acknowledged to have been received. , " , ' , " /' carl~c::ttJe~, ... " , . ,,' ,. " , , I'. . ',' " \: " !' " ',,' " " , I," II( , , , " " . . ,C.] , ,/ ;' . , I ..1' IN THE COURT OF COMMON PLEAS OFCUMBBRLAND COUNTY, PENNSYLVANIA IN RE: TRUST FOR THE BENEFIT OF CARL F. CHRONISTER UNDER THE WILL OF MARTHA JANE CHRONISTER .) ORPHANS' COURT DIVISION ) ) No. 0486 of 1995 ) , , CONSENT AND JOINDER The undersigned, JUDITH LYNN CHRONISTER, having read the attached Petition for Termination and Distribution In her capacity as an interested party does hereby consent to the tennination aud distribution of the trust under subdivision (I) of Item VI of the Will Martha Jane Chronister and joins in the prayer of the foregoing Petition, a copy of which is hereby acknowledged to have been received. @4111Vl1 Ck~ iiijfIi Lynn C ronister ' " ' " " I" I':; , I 01' , .' I; , II, " " ' , ' " C~2 "; IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE:. TRUST FOR THE BENEFIT OF CARL F. CHRONISTER UNDER THE WILL OF MARTHA JANE CHRONISTER ~ ORPHANS' COURT DIVISION ) No. 0486 of 1995 ) " ' I',! , CONSENT AND JOINDER The undersigned. Karen Elizabeth Lcader, having rcad thc attached Petition for ., " Tenninalion and Distribution in her capacity as an intcrcstcd parly docs hereby consent to the . termination and distribution of the trust under subdivision (1) of Item VI of the Will MRrtha Jane Chronister and joins in the prayer of the foregoing Petition, a copy of which is hcreby acknowledged to have been received. ',',' . ~ , 'I ' .' l (," r' .Ii "~' , (U-bto. .',/ :\\J.~ ~I)t" .'-' Kumn 'lizabeth eader . 1/ ., . . ) . Irl< a i) I~k('~(i~l"'~<"~ <-\',"" ct'.u.- , , , .. ',' , .. " ii' " .. , "'i, ", " . , ,'-' , "I', ", , I ('.4 , " ,; " , " " ,'" " \' ,\ " I', , ,,1' I " HiP'_, , , " ',:1' (I " , \ " " I'. " " " " '! i " , ,,' i,l " " . ", ,! ',', , " j" . I; , ~ , ," 0,' , " "_! " , ,\'_"_1 j,;; ~}_ f_::\i::><:':~I' , ~ 'l~\ ' II ' i' " " " "i i'i" "/'\;.- .11\ " ',': ,1',1" ,.., '0"1' ".' ,I '!',( " I',. 'I: '", \'/1;'. I., ,,' " ' " , I,' , ", , " ~'" f ." , ,\0 :1, .111 .' 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N " ,', , . , ... ... 0 1/\ 1/\ 0 ,'a . . . 1/\ N ,0 8~1 1/\ '" '" ... ~ I ~ " :,' r "I" ",-." ...... "'.... au Iii " ,'OJ ,,' d, " c Ii' ~ \ " i ~ "I, "j' " i .' " ' " '" " ., I a ,I', I,'"~ , ,- " , .. '! " " ~ , , ~ ' " e ~ Do tl " '" i 0 ,; .. 8 ~ " . ~ " ,0 I " I i ~ M " 'I' ! B ". ,. F ';J i ..!:'}' ~I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA INRE: TRUST FOR THE BENEFIT OF CARL F. CHRONISTER UNDER THE WILL OF MARTHA JANE CHRONISTER ) ORPHANS' COURT DIVISION. ) ) No, 0486 of 1995 ) CERTIFICATE OF SERVICE . Please toke notice that the undersigned hus served nn orlglnlll of the Petition for. Tennlnatlon and Distribution by U.S. Moll on this datc to the following: Judith Lynn Chronlstcr 488 Old York Road New Cumberland, P A 17070 Carl Stewart Chronlstcr 390 Plcasant View Rood NewCumbcrland. PA 17070 Karen Elll.abeth Leader 1070 West Areba Avenue Hershey,PA 17033 en C. Mat el Myers Reed ow & McClay 213 Market Street, 9'h Floor Harrisburg, PA 17101 ~.~~ I, DA TEI;>: May 11, 2000 .' '" " " " ,:\, " :\,. I' " ", " " .' " " " , " III " , ',o"""", 't 'Of!} ;m~ ~t' :.'-.. :1: 'it 1 , (I , , ~) ~l) IJ) 'j,' . rJ Ill., '-ll7J I~ ,I' , , '.ft. " ", ',I , I ~ ' ii' It; '., 'Ii .. " 'I, " ", " " " .' .',' , " " 1'., I. " ul' ", " 1 "11' " ',.' I 'I, '1'1' "i, .' 10' " ,-" h, (.' "'1 '"I,' ,'l" " i" " ,I." II" .' \i ( 1\ 1 ",1'; I" t.. I' :1 ,II, " '1''"1, , 1.'\' " " " " iy " , , ,,' ,\ " " t,-,"" .' I,' " ,l1 I, \' "I'.' "j, , , , " " , HI' ,L,. I" '" \ ,,' " "I' i,', " " " \, ,,'l, -'-'i . ~ ,,' , II', II. , " '~ i " '" , "I" ,I' " " " , , I "t' ""I,' " '" , , " 1, " ",,',',-il' '.", . i', " " , I' i.I "', ," " i",,1 " " I " ',I 'Ii," ',I: " I" I " ';\1 " \,. " \, " " "I '"" " " .'" il ", " I,! , ".' ,l',. , ",. , '" I' " , :,. ,,' "" j,,, ;'1. ,,' Ii " 1'-" , ," " 1 I,'f "'I ", ,r,1' "I iI' " ,,' I' 'r, "~I " " ," 'I ," " , I ~ ' " "I ", , " ,'\ " " ' ,,' " " " Ii I, 't':, \',,' ",., I: II 'j! " /, . "-, " , " I, ,'i I I"~ ,I " ~, 'I I', '" ~.:r :'0: 1:1'. lit ,"('j. ,:;'.ft.) ..:,'S! , .~-/ l,_'\! ~~ ad \ I' ":. ',- 'a.. ./,: . , I' 1 " '" ':1 " , " 'I L, 1" ... ":\, ,,' 'I',. d, 'I! ," ';, ~ " " Ii. ",'''' " 1-" , " ,,' '" " , " " "-I ',' " d, l3 I' ,I, ~',' "', " I "~"~I " " " "":i'; " ,I',. '" ,,' \ , " , " '" 1\ 1".\,\; " I' I' "~to " I,',' "" " " ,,' ,,, 1\ t:, 'I' .' '" '" " ,',I " ,,' \, " " , " " " " " , ," I' , " , ;\, " , L II , " , " " '" '1\' , I' " .,hl "I' I' .,,',!' ,'1',1' '" ;':',i_' I', .. " " , " I. ". I, i:, " CY MAY 1 B 2000~ ~ IN THE COURT OF COMMON PLEAS or CUMBERLAND COllNTY, PENNSYLVANIA IN RE: TRUST FOR TIm BENEFIT OF CARL F, CHRONISTER UNDERTIIE WILL OF MARTHA JANE CHRONISTER ) ORPHANS' COURT DIVISION ) ) No. 0486 of 1995 ) having been presented in open Court and on motion 2000, a Petition in the above matter itioner, CARL F. CHRONISTER, Life Tenant <If the tnlst under subdivision (1) of Item VI of the Will of Martha Jane Chronlster("Trust"). it is ORDERED, ADJUDGED and DECREED that such Trust shall be , terminated and the remaining Income. lIcclImulated income and principal thereof shall be distributed 111 equal shares to Judith Lynn Chronister. Curl Stewurl Chronister and Karen Elizabeth Le3der. BY THE COURT: , '~~ -- O,t'1 <l~ :~~ '''' ~"l. N 0. '~I:t. ;',l:l., " .::.:,: , :.. Kl ~,~! , -.Ii ..~ ~l " . (l; ~, lJ ';,j ~~) .., " , f qs'" t8tp RELEASE WHEREAS, Maaufacturers and Trnders Trust Company, successor by merger to AUfirst Trust Company of Pennsylvania, N.A., formerly known as AUfirst Bnnk, formerly known as FMB Bank, Successor by merger to Dauphlll Deposit Bank and Trllst Com puny, is the duly appointed Trustee under. the Will of Martha J. Chronister late of Cumberland County. I'ennsylvanln; and WHEREAS, Carl F. Chronister wns the Income beneficinry; and WHEREAS, Carl F, Chronister died July 25, 2005; nnd WHEREAS, In accordauce with Item V(b) of Martha J. Chronlster's Will upon the death of earl F. Chronister, the residue is to be distributed in equal shares to Carl S, Chronister, Jndlth Lynn Chronister and Kllren Elizabeth Leader; and WHEREAS, the said Trustee has submitted to the said Cnrl S. Chronister an nccount of Its Trusteeship, which has becn exnmined and approved by the said Carl S. Chronistcr; and WHEREAS, in ordcr to save the expense and delny inoident to filing snid accounlin the Orphans' Court Division of the Court ofCommou Pleas of Cumber laud County aud having the same confirmed, the said Carl S. Chronister has requested his Trustee to make selllement with him at once. AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that I. the said Carl S. Chronister, havcthis day had and received of and from Manufacturers and Traders Trust Company. successor by merger to Alifirst Trust Company of Pennsylvania, N.A., formerly Allfirst Bank, fonnerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Trustee,as aforesaid, the foilowing: Principal: Cash Current Value or as noted $ 9,882.12 $ 2,636.70 2,929.91 2,668.00 5,352.60 4,546.00 7,498.10 2,614,00 6,472.00 1,755.76 7,588.42 3,168.00 1,169.79 1,804.31 8,445.50 9,355.34 .. 3,747.38 2,805.00 83,201.58 2,549.00 3,378.14 5,209.92 10,851.84 34 Shs, 3M Company 67 Shs. Abbott Laboratories 100 Shs. Alcoa Incorporated 66 Shs. Amgen, Inc, 100 Shs. Bank of America Corporntlon 194 Shs. Baxter International, Ino. 40 Shs. Boeing Company 100 Shs. BP Amoco PLC Sponsored ADR 34 Shs, Caremark RX, Inc, . 134 Shs. ChevronTexaco Corporntioil 66 Shs. CIt!group, Incorporated 33 Shs. Colgate-Palmolive Company 67 Shs, Com cast Corporation Class A New 133 Shs. Conocophilllps 167 Shs. Curtis Wright Corporntlon 58 Shs. Dun and Brndstreet Corporntlon 66 Shs, DuPont DeNemours E. I. Company 1,334 Shs. Eaton Corp. SO Shs. Ell Lilly and Company 67 Shs. Exelon Corporation 67 Shs. Express Scripts, Inc. 192 Shs. Exxon Mobil Corporation ^_. , '. " , " I I f'_-) \,,", , i , , , ( , , i ("') , j',': , (") I") ,I ; J , " f" , " , 1 (,) I '.') ") I "TO , I I I ',I ( ,I I..) I , I .. , I :' ,'-7' , , i'J "~WfJiMjlit,{!!>>r..il:~LI~i-~(\Hhijj{(!;'-'J', !!.:"!', I ',' :-" i\~"_:'t'l.;"" --'_',f;;'i'-~-''iI\ml!;'tM';;'~,'H' ~~ .~ BELEASJ:: WHEREAS, Manufacturers and Truders Trust Company. succcssor hy merger to Allfirst Trust Company of Pennsylvania, N.A,. formerly known us AIIf1rst Bnnk. f(JrInerly known liS 11MB Bank, Successor by merger to Dauphin Deposit Bunk uud Tru,lt Compnuy, is the duly IIppninted Trustell under the Will of Martha J, Chronlstllr latll of CUll1berlnnd County, I'ennsylvllnln; nnd WHEREAS. Curl F. Chronister wus the Income beneficiary; nnd WHEREAS, Curl F. Chronister dlcd Jnl}' 25. 2005; nnd WHEREAS. in accordancc with Itcm V(b) of Martha J, Chronister's Will upon thll death of Carl P. Chrllnlster, the residue is to he dlstrlbutcd In equal shares to Carl S, Chronlstllr, Judith Lynn Chronister and Karen El17.abeth Lllader; and WHEREAS, the said Trustee has submitted to the said Karcn ElI7.abeth Leader an account of Its Trusteeship, which has been examined and npproved by the snid Karen Eli7.abeth Lender; and WHEREAS. in order to save the expense and delay incident to tiling said account In the Orphans' Court Division of the Court of Common Pleas of Cumberland County and having the same confirmed, the said Karen Elizabeth Leader has requested her Trustee to make settlement with her at oncc, AND TIlEREFORE KNOW ALL MEN BY THESE PRESENTS that I, the said Karen Elizabeth Leader, have this day had and received of and from Manufacturers and Trnders Trust Compnny, successor by merger to Allfirst Trust Company of Pennsylvania, N.A., formerly Allfirst Bank, formerly known as PMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, the following: Principal: Cash 33 Shs. 3M Company 66 Shs. Abbott Laboratories 100 Shs. Alcoa Incorporated 67 Shs. Amgen, Inc, 100 Shs, Bank of America Corporation 195 Shs, Baxter International, Ine, 40 Shs, Boeing Company ] 00 Shs. Bp Amoco pLC Sponsored ADR 33 Shs. Caremark RX, (nc, 133 Shs. ChevronTexaco Corporation 67 Shs. Cltigroup, Incorporated 34 Shs. Colgate-Palmolive Company 67 %s. Comcast Corporation Class A New ] 33 Shs. Conocophilllps 167 Shs, Curtis Wright Corporation 58 Shs. Dun and Bradstreet Corporation 67 Shs. DuPont DeNell10urs E. I. Company 1,333 Shs. Eaton Corp. 50 Shs. Eli Lilly and Company 66 Shs. Exelon Corporation 67 Shs, Express Scrlpts,lnc. 193 Shs. Exxon Mobil Corporation Current Value or as noted $ 9,921.29 $ 2,559,15 2,886.18 2,668.00 5,433.70 4,546.70 7,536.75 2,614.00 6,4 72.00 1,704.12 7,531.79 3,216,00 1,823.42 1,804.31 8,445.50 9,355.34 3,747.38 2,847.50 83.139.21 2,549.00 3,327.72 5,209.92 10,908.36 , , , I," r', C,), '" ~ ., I') ii/ . . . ' 67 Shs. Federated Department, Inc. Del. 34 Shs, First Data Corporation 167 Shs. General Electric Co. 50 Shs. IntI. Business Machines Corp. 100 Shs. Intel Corporation 67 Shs. Johnson and Johnson 33 Shs. Lear Corporation 66 Shs. Masco Corporation 270 Shs. Moodys Corporation 266 Shs. Mylan Luboratorles, Inc, 105 Shs. Norfolk Southern Corp. 121 Shs. Pepsico, Inc. 100 Shs. Pfizer, Ine.. 1,333 Shs. PNC Financial Servie~s Corporation 33 Shs. Procter & Gamble Co. 37 Shs. R, H, Donnelley Corporation New 464 Shs, Rockwell Automation, Incorporated 464 Shs. Rockwell Collins 216 Shs. UBS AF Reg. New 840 Shs. United Tectmologles Corporation 119 Shs. VerllOn Communications 67 Shs. Waehovla Corporation 100 Shs. Wells Fargo & Company 100 Shs. Wyeth Income: Cash 4,610,94 1,366.80 5,786.55 4,227.50 2,5 13.00 4,081.64 934.89 1,919.94 15,090.30 5,272.12 4,450.95 7,102.70 2,243.00 83,285.84 1,8(;0.21 2,291.04 26,127.84 20,661.92 19,658.16 44,898.00 3,736.60 3,561.72 6,215.00 4,408.00 $ 974.02 in kind and In full settlement and satisfaction of all such sum or sums of money as are due me by reason of said Trusteeship, and THEREFORE I DO BY THESE PRESENTS remise, release, quit-claim and forever discharge the said Manufacturers and Traders Trust Company, successor by merger to Allfirst Trust Company of Pennsylvania, N,A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, its successors and assigns, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or of and from all other acts, matters. and things whatsoever including gross negligence, to the day of the date hereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal this I ~y of ~:e.~ ,2005. . ~ E', IL~ACJ4J.sEAL) .. aren Ellzab~th Leader . ~ it .' .'" . ,'1. I- < f" '". " ,I'., , ., , ' , " . COMMONWEALTH 011 PENNSVLVANIt\ CO\)NTV OF Th(A.~~'li' ) .) SS: ) " ' On this, the I ~ day of <{)~~/\/ ,2005, before me, a Notary Public In and for said ,,' , . State and County, personally appeared Karen Elizabeth Leader, known to me (or satisfactorily proven) to be the person whose name Is subscribed to the foregoing Release and acknowledged that she executed the same for the purposes therein contained and desires that the same be recorded as such. " " 1-; WITNESS my hand and Notarial Seat. . o&wn1 W /~JJi Notary Public , ' My Commission Expires: , ' . " 1'1' " . NoIa/1II8eII lI8'M1 M, w.... NolIrV NlIo OenyT~,. ~nCclrty , Mi o..",iIeIon EltpIIlII ~ 7,2(11/ Men'l*.~~Of"'" :,, " '" "~I , !' " " 'p , ," , " '. i." '/)', " " I' " I', '.', ", , .. " ii' I.' 'I-"i," t' ,,' ' " , h " ,f " Ii '.(. I " 'l, .. ! 'I' , L'. , 1,"/ 'J , .'(/"" Ill,,' ' ~. ~ WHEREAS. Manufacturers and Traders Trust Company, snccessor by merger to Alllirst Trust Company of Pennsylvania, N.A.. formerly known as Alllirst Bank, formorly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, is the duly appointed Trustee under the Will of Martha J. Chronister late of Cumberland County. Pennsylvania; and WHEREAS, Carl F, Chronister was the income beneficiary; and WHEREAS, Carl F. Chronister died July 25. 2005; and WHEREAS, in accordance with Item V(b) of Martha J. Chronister's Will upon the death of Carl F, Chronister, the residue is to be distributed in equal shares to Carl S, Chronister, Judith Lynn Chronister and Karen Elizabeth Leader; and WHEREAS, the said Trustee has submitted to the said Judith Lynn Chronister an account of Its Trusteeship. which has been examined and approved by the said Judith Lynn Chronister; and WHEREAS, in order to save the expense and delay incident to filing said account In the Orphans' Court Division of the Court of Common Pleas of Cumberland County and having the same confirmed, the said Judith Lynn Chronister has requested her Truslee to make settlement with her al once, AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that I. the said Judith Lynn Chronister, have this day had and received of and from Manufacturers and Traders Trust Company, successor by merger to Allfilst Trust Company of Pennsylvania, N.A,. formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, the following: Principal: Cash CUrl'ent Value or as noted $ 9,897.45 $ 2,559.15 2,929.91 2,668,00 5,433.70 4,546.00 7,536.75 2,614.00 6,536.72 1,704.12 7,531.79 3,216.00 1,769.79 1,777.38 8,509,00 9,299.32 3,747.38 , '. ,. . , (,) 33 Shs, 3M Company 67 Shs. Abbott Laboratories 100 Shs. Alcoa Incorporated 67 Shs, Amgen, Inc, 100 Shs. Bank of Amerka Corporation 195 Shs, Baxter International, Inc. 40 Shs. Boeing Company 101 Shs, BP Amoco PLC Sponsored ADR 33 Shs. Caremark RX, Inc. 133 Shs, ChevronTexaeo Corporation 67 Shs. Cltigroup, Incorporated 33 Shs, Colgate-Palmolive Company 66 Shs, Comeast Corporation Class A New 134 Shs. Conoeophilllps 166 Shs. Curtis Wright Corporation S8 Shares Dun & Bradstreet Corporation New ,\ ~r) .. .' (,) .. I'.) Vi:- '1, I " . ~ " ~ . I, ' COMMONWEALTH OF PENNSYLVANIA COUNTY OF 1:Qup,1 () ) ) 'SS: ) On this. the ~day of l).e~ert..f)f!I!.. . 2005, before me, a Notary Public In and for said, State and County, personally appeared Judith Lynn Chronister, known to me (or satisfactorily proven) to be the person whose name Is subscrlbed,to the foregoing Release and acknowledged that she executed the same for thc purposes therein contained and desires that the same bc recorded as such. WITNESS my hand and Notarial Seal. GJ,~ . (). t&, . Notary Public , /, .. L , My Commission Explrcs: I f / '3o/tJ l?' " ,', CommonWlI~h 01 Pen", I'Inll P\!QQV /, . ''lI1I'f Publlo Derry' ~nuntv mlt'~. .~.. ... .J...,Zl, 2008 Cammonweallh 01 Panna IVln11 OIAnl L L PEQQV A,I\Ct,,-'1 'Mary Publlo D."rylI'P"O, I ,,,"Coonry M Commlallon Ellh(:g Oct 30 2008 ,',I, " I. 1 " 1", ,,' ' I,' ;"\ ,I " I, I, I I' " ~.-:~."1~'~':'~~~':~'~/Lr4r,""~....'r',t:...t!' '~... .,\ ~'1'J:.... "j,:" ';,' I, : ".',;.~ I " ,'\ ,,',. . -'~"'.''''I.::' n"""~'''-''''i",..".,...,..tfft~ ..-", '."-l~: ':\ " ",," "J'; , (' , " J,' I' 1\ ' , I. I'-I;~ ,f.' ,,)! B I /5 - 1/. ~, INHERITANCE TAX RETURN RESIDENT DECEDENT cOfolM~~~~W~'lf'p~'Il'.I~ANIA (TO BE FILED IN DUPLICATE HARRISR5~li.~roh! ~I WITH REGISTER OF WILLS COUNTY CODE DECEDENT'S NAfolE ILAST, fiRST, AND folIDDLF.INITIAt) DECEDENT'SCOfolPLETE ADDRESS Chronister Martha Jane 1/.5 Rodney llrlvo SOCIAL SECURITY HUMBER DATF. OF DEATH DATE OF BIRTH Camp Hill, PA 17011 178-16.4013 03/24/1995 12/01/1915 . REV. 1100 EX . r,l4) , '. FOR DATF.S OF DF.ATH AFTER l21lll1l CHECK HERE IF A SPOUSAL r-1 , !!!ill/-Ll. C P o 0 NAfolE ~ , William M. Robinson : N TELEPHONE NUfolBER 412 288-3256 1, ROil Estllo Schodulo A Z. Slacks and Bonds (Schodulo B) 3. Closoly Hold Stock/Partnorshlp Inlll851 (Schodulo C) 4, Mortglg.. Ind Notos Rocolvablo (Sch,dulo D) (4) 5, Cosh, Blnk Dopo,ij, & Mi,colllnoou, Po"onll P,oporty (Sch E) (5) 5, Jolnlly Dwnod P,oporty (Schodule F) (e) 7. T,"n,lo" (Schodulo G) (Schodulo L) (7) e. Total G,oss A"ols{tolal llno, 1-7) 9. Funllal Expon,e" Admlnl,I,a"ve C05l', MI,cellanoou, Exponso, (Schodulo H) 10. Dobt', Mortglgo 1Ilbllijlos, lion. (Schodulo I) 11. Total Doductions (totlllln.. 9 & 10) lZ. Not Valuo 01 E,llto (Lino 8 minus L1no II) 13, Chl,ijlblo Ind Governmenlal aoquo,l, (Schodu!o J) 14, Not Vlluo Sub ct to Tax (Lino 12 minu, line 13) 15, Spou,al T'lnslo" (lor dalos 01 dO.lh aIl1l6-30-94) S.. In,lluctlon, fOI Applicable Pllconlago on pago 2, (Includo vllulSlrom Schodule K 0' Schodulo M,) le, Amount 01 LIne 14 t..ablo at 6'10 ,alo (lncludo vllu.. Irom Schodulo K 0' Schodulo M,) 17. Amount of llno 14 t..ablo It 15'10 ralo (Includo valulS I,om Schodulo K or Schodulo M,) le. P,lnclpal tax duo (Add tax Irom lIno 15, 16 and 17,) 1'.Crodij,/Sp Povarty P,io, Payment' Discount 0.00 + 30 ,000,00 + 263 . 1~ ZO. II LIne 191s 9..alor than L1na 18, onler Iho diNoronco on llno 20, This Is Iho OVERPAYMENT. ~ ~ ~k hilI H you al'!.,oqulltln9 a ..Iund 01 YOUI oVl/paymont,1 Z1, If Lino 181s g,oalo, Ihan llno 19. onlo, tho dlNllonco on llno 21. Thlslslho TAX DUE, A, Enler thl Inlo..st o"lho ballnce duo on llno 21A B, Enllr Ihl toll I 01 llno 21 and 21A on lIno 21B, Thi' ISlho BALANCE DUE, Mlkl Chock PI obll to: RI 1.llr 01 Will. A enl " " BE SURE TO ANSWER ALL QUESTIONS ON PAnE 2 AND TO RECHECK MATH .. .. .t pen! I ., 0 per ury, ec Ire thet Ivttlllm nf I 1I11111n, nc udlog iccompanylng Ichedullllnchtllemenll, .nd to lh. best 01 my kr.owlodgtlnd btU",llls !lut, correct.nd compl'le. die II" thltlll ".1 eslllt hIS b"" "porU,d IIUue mllket value. O.cl.rlllon 01 p"p4"r oth.r 'h'n lhe pltloNI "pres.ntlltvlll bn~ on III In'OIrNlIon of Which pr.ptr.r hlllny knowl~g.. SIGNATURE OF PERSON RESPpNSlaLE FOR FILING RETURN Car 1 F. Chron i s ter (I' A' (j- (' <, 'lr \01..1 ,. (J..14_~. ~!',~I)?YnDr.i.~,: n"",,' n,," _" n....".. n... '-N' V -, '-" '" Camp Hi 11, PA 17011 SIONATURE OF PREPARER OTHERTHAtl REPRESENTATIVE Reed Smi th Shaw &, McClay P.O. Box 2009 p'(ttsiiurgii;' pii" is'i:iil-...... ---.. - - - - -.. CU ~ 0 K K P S AMOUNT HECEIVEDISF.E INSTRUCT'ONS) 872 ,31/1.29 Remalnd.r Rlturn (fa, dillS 01 doath prlo, to 12-13-82) Fodlll' E""II Tax Rllurn Roqulrod Tolal Numb., 01 Sal. Dlposij 80xlS FILE NUMBER Cumberland I'F APPLlr.ABLEISURVIVING SPOUSE'S NAMF. IL~ST.FlRqT AND UIDDLE INITIAL) Chronister Carl F. X 1. Orlglnll Rolurn --at Suppllmenll'Rlturn 4, lImi10d E"all 0 4a. Futurolnl.rosl Compromise (lor dllos 01 doalh all.. 12-12-8l) []] I, Do cedent Dlod Tostall 07, Dacedsr,1 Mllnlalned a Living TrU51 (Mach copy 01 Will) (Mach I copy 01 Tlusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFllRMATION SHOULD Be DIREC1ED TO: [K] s. o e. 2195.0/,86 YEAR COMPLE1E folAILINO ADORESS Reod Smith ShPf(~ McClay P,O, Bux 2009r ,,: ,-; Pittsbur h P 15230l" ~ i i ~ ! N one 589,652.43 None None 317,622.39 None None (9) 30,089.88 (10) II ,219.4~ (15) ( , (. ; h' \)\ .--, , , , ., U1 (5) (11) (lZ) (13) (14) 389,022,77 x Or. = (11) 483,942,74 X ,06 = ~ (17) 0.00 x ,15 = C o c f N Interest (11) (19) (20) (21) (21A) (21B) NUfolBER ::0 "0 ~\l ') n .;1 (:' 907,274.82 34,309.31 872,965.51 872,965,51 0.00 29,036.56 0.00 29,036.56 30,263,16 1,226,60 0.00 0,00 0.00 DATE (,!~, ,!/?t'o DATE 6;;;/1 ( Fornl 1100 (Rev, 7.V4) , Act ,41 of 11M provldn fOf'the reduction of the till rlt.. Imposed on the nil vllue of Irln.fe,. 10 Of' fOf' the u.e of the lpoull. The rat.. a. pr..crlbtd by Ihe .lItule will be: .3% (.03) will be applicable for ..1It1l of decedent. dying on or Iftlr 7/1/14 and before 1/1/11 .2"1. (.02) will be applicable for ..1It1l of decedlnts dying on or Iftlr 1/1/11 and before 1/1/87 .1% (.01) will be appllr.able for tllIllI of decedlnll dying on or Iftlr 1/1/87 and before 1/1/81 ,Spoulal tranlfe,. occurring on or after 1/1/81 will be eKempt from Inherlllnce 11lC. PLEAS! ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. VII NO I. Old decldlnt !Mkl "Irlnl'"' Ind: I. rotlln lho UII Dr Income oflhl proplrty l'lnsllnld" ' , , , , , , , , , , , , , , , , , . , , , , , , , . , , , , . , , , X b. ro~ln tho right 10 dlllgnall who IhllI us. lho proplrty l'lnsflrrod 0' rt. Income, ' , , . ' , , , , , , . , , . , , . , , , X c. rotoln I rovoralonarylnllrolt: 0' , , , , , , , , , , , , , , , , , , , , , , , , " , , . , , , , , . , . , , . , . , , , , X d. recllve tho promlu lor IWI of Ihhor plymonls, bonolrts Dr Corl?, , , , , , , , , , , , , , , , , , , , , , , , . , . . . , X I. "doolh occurrld on Dr blloro OIClmbe, 12. 1982. did dlcldlnl whhln Iwo YlltS procldlng doolh IranllOl P'Oplrty wrthoul rocllvlng IdlqUII. consldorallon? II doolh occu,rod aft.. olclmbOll2. . 1982. did dlCedlnl trlnsfor proplrty whhln ono Ylar of doolh whhoul rocllvlng .dlqUIII consldOllllon? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , . , , , . , , , X 3, Old dlcodlnl own In 'In Irustlo,' bank accounlal his 0' h.. dooth? , , , , , , , , , , , , , , , , , , , , . , , , , , , , , X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , , COpyrlthl(c) I~ form ootrW"" only CPSytl....I.., porm 1100 (Rov, 7oI~) I " . REV. llOIIK' (4"') C014t11lJ\1~.,wnYANIA .ITATI 01' SCHEDULE B STOCKS AND BONDS Martha Jano Chronister SS# 178-16.4013 03/24/1995 -owned wKh Right of Survlvol'lhl mUlt... dll.loled on S.hedull 1',) DESCRIPTION 1,200 sharos CSX Corp tradod on tho NYSE, common 2 400 shares Curtlss.Wrlght Corp - tradod on tha NYSE, common 3 3,438 shares Eaton Corp, CUSIP #27805810 - traded on the NYSE, common 4 2 shares Foodbrands America, Inc., CUSIP 1134482210 5 4 70 sha~es .'ederated Dopartmnt Stores Inc . treded on the NYSE, common 6 28 shares LTV Corp New . traded on tho NYSE, common 7 144 sharos Norfolk Southern Corp, CUSIP #65584410 - traded on the NYSE, common 8 900 shares Pael f Ic Gas [, Elec Co. CUS I P 1169430810 - traded on the NYSE, common 9 6,739.92 shares Pittsburgh National Corporation Savings Account, CUSIP #69347510 10 1,908 sharee Rockwell Inti Corp 1 Par - traded on the NYSE, common 11 432 shares United Technologies Corp, CUSIP #91301710 - traded on the NYSE, common TOTAL (AI.o Intlr on 11".2, Rtel ~ullllon) (If mort IPI.ol. "..d.d. Intln Idd~Io".I.hall. of II". 1111,) COpy,~hl (el l~ 'OfmooflwlIOonly CPSyIlO..., Inc, I'lL' HUMIIR 2195-0486 VALUE AT DATE OF DEATH 77.375 92,850.00 37.625 15,050.00 50.00 171,900.00 8.00 16.00 22.4375 10,545.63 13.125 367.50 65.375 9,414.00 25.062 22,556.25 2/..375 164,285.55 38.625 73,696.50 67.0625 28,971 . 00 . 589 652.43 '.,m 1100 Sehld.... (AI", ....) "IV .1I0IlX. (1.171 SCHEDULI! I! CASH, BANK DI!POSITS AND MISCELLANEOUS PERSONAL PROPERTY Pltalt Print or T t FILl NUMIIR 2195-0486 COIolWIII.U.worANIA .IUTI OF Martha Jane Chronister SSO 178.16-4013 03/24/1995 ~trIy jolntly-ow"ed wKh RI ht oIlurvlvorthl mutt 1M dllolou. on lohldula Fl ITEM NUMBER DESCRIPTION 1 Mellon Bank, N.A. - Aooount No. 00110-080043 Prinoipal balanoe 234,721.39 Aoorued interest 425.00 VALUE AT DATE OF DEATH 235,146.39 2 Harr1e Savings Bank No. 04-00067578 ' Prinoipal ba1anoe 27,269.38 Aoorued interest 181.35 27,451. 33 3 Meridian Bank - Aooount OSV 8336292302 Prinoipa1 ba1anoe 44,627.28 Aoorued interest 33.39 44,66~.67 4 , 10,364..00 Jewelry, per appraisal ',I'" Ii ,.-" " ,{. " ',.I, "; Of , ,'" " I' ""j. " I' , " , i' , , ", I,' ' I' " ':' ",' I' " TOTAL (Allo tnltr on lint 6. RICtPhullllonl (Anach tdd~lonal a 112' K l1-lhttllll molllpm II nttdtd,) Dopvrltht(,) 1114 fOlmoollwllt 0l\I'f CPSY'I.....lnc, . 317 622.39 '.,m 1100 S'hoclult . (ROY,I.S7) ,j. I I I (f~ I'.' " ..:' . "IV. tllllX I (1.11) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND ISCELLANEOUS EXPI!NSES COM.~_MhYANIA STATE 0' s. 4. '1.... ,,1 Of T I PILI HUM.IR 2195-0486 Martha Jane Chronister ITIM HUM"" A. SS 178:,16 -4013 03/2/./1995 DESCRIPTION AMOUNT 1 'u",'II.xplnl'" F1ori"t bills for thB funeral 400.00 2 W. Orville Kimmel Funeral Hom~ Inc. 6,300.00 3 West Shore Country Club . Funeral luncheon 1,190.00 335.00 4 Honorariums for pastor and muscianR 1. Adllllnllt'lllvl COlt" Plrsonll A.prn.ntl'lv. Commission. So<:lal S.curlty Numb.r at P.rsonll A.prn.ntltlv" Vllr Commission. plld t. A"orn.y F.n Reed Smith Shaw & McClay 15,000.00 3. Flmliy EK.mptlon Claimant Carl F. Chronister Add"ss at Claimant It d.c.dln!'s dllth Stlt.t Addrns 145 Rodney Drive City Camp Hill 3,500.00 R.lltlon.hlp Spouse Silt. ~ Zip Cadi 17011 Problt. F.n Register of Wills 1,100.00 C. MI.c.llantoul Ixpln.." 1 . Resd Smith Shaw & McClay Out of pocket expenRSS 1,264.88 2 Rsed Smith Shaw & McClay Estimated additional expensea to completion 1:,000.00 . 30,089.68 TOTAL (AI.o .nl., on lint 9. RICI hulltlon) (II 11I011 .pac.11 nlldtd, Inl.rt Idd"lonll .hllt, of .aml .11t.) C<lPI'I~ht (e) 1114 101m 101IwII. only CPSy.llrM, lno, . Form 1lOOSChtdul. H(",v, 7.11) '(_'>Ift'";"",;."'< ","\ ,,'';'f'I,'' Martha Jane Chronister 900 Seo {I: 178-16-4013 'Date of Death: 03/24/199S Eltats of: Continuation of Sohedule H-B2 (Attorney Fees) Amount Item {I Desoription ,,, 1 Reed Smith Shaw & MoClay administration Attorney fees for estate IS,OOO.OO . , ' ........... is ,ODD, 00 ," " " " " " , ,,' " " ,', , Ii" .. I ,',I' ", '" " " " .' 'II I ", " " .. I'll' I"~ " ,,',- " " " , ',I " " l' .. 'j " " , II ;; , . . " . , " " " i ,,' , .' , , \" , !; , , !..;, ! I ",i " . , " " , ""', " " .' I, 'I \. ,1 , j';" " " ,!' 'I', '" " " ': '\ j' I', ;'1 ': I, ,,' " " Eatate of I i ,. , I Martha Jane Chronister 900 Sec (11 )'18.16-4013 nate of n.athl 03/24/1995 , I . , Continuaticn of Schedule H.84 (Prcbate Fees) Item o Description Amount 1 I.' ~ 1 Register of Wills, Cumbsr1an~ Ccunty completion of estate Est imatad prcbat~' fees to 1,,100,00 " . 1,100.00 " , I, 10' "I, , , , " ,,' , , " , .. " , " I', ,'., " "I' " " , '" .,1 , , " : , , ,. , " , , I. ,., " " " , I,' ',' '/ " :1 , ", " " " .' " t,' ., I' " " 'I ,'I' ',' ,,, ", ., "" 'I " , , I I') .' I' " 1\, , " " I' .' 'l.j' 'I, 'J" ." '., I, " ! ,I', " " ,. 'I" " " {' , ,,' , " , ., 'II " " " I,. , ' . REV. 11111X + ~.17} SCHeDULE J BENEFICIARIES COt.l.~_,wnrANIA IITATIOf fiLl UMBIR 2195-0486 Martha Jane Chronister ITEM NUMBER ITEM NUMBER SS 178.16./,013 03 24 1995 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OP ESTATE A, Taxabla B~qu..ls: 1 Martha J. Chronister Item V Trust Pittsburgh, PA 15230 Remainder Interest Spouse Issue 360,618.29 2 Martha .1. Chronister QTI P Trust PO Box 2009, Pittsburgh PA 15230 Remainder Interest Issue 123,594.45 3 Carl F. Chronister Speoific Bequest Life Estate in Item V Trust Life Estate in QTIP Trust Spouse' 10,364.00 281,805.71 96,583.06 NAME AND ADDRESS OF BENEFICIARY AMOUNT OR . SHARE OF ESTATE B, Char.abla and Gov.rnmental B.qu.sts: , ',-I " ' ., " I' TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also .nl., on IIn. 13, R.cap.ulatlon) (II mort spae. 'S n..d.d. Ins.n add.lonalsheets of lime size,) Copyrleht (c) 1~ form .oflwlI.only CPSy.I.IlI'I, Inc, . 0.00 porm 1800 Schodul. J (Row, 2.s7) REV.I5I4EX + 1'0,9+1 SCHEDULE K LIFt: ESTATE/ANNUITY/ TERM CERTAIN COlA~~lfb\~4\,g~AN'A ESTATE OF FILE NUMBER Martha Jan6 Chronistor SSn 178-16-4013 03/24/1995 2195-0486 Thl. .chldult I. to bl ulld 10' .1I.inglo I~I, joint or .uccIssivllrfl IStal., and t"mean.lncalcul.l,on, For datlS 01 dealh ah.. 12-31-6\ and blloro 5-1-89, actulllallactors for ,'ngll I~a calculallon. can ba found in Alvlnul BooklallREV" 1501a1 Fa, datos 01 dealh on 0' Ih., 5-1.89 actullilllactors can bl lound in IAS Publication ~ 1457 Actua"al Value" Alpha Volu".. Thtln,t,umont crt.ling thl I~t IntlllSt " a, (Pl.... .tllch I copy 01 Int.rum.nt) Int..vivos O..d 01 T,u'l Martha J. Chronister Item V Trust Nlmo{l) 01 Ltt. T.nlnl(l) Oil. 01 Birth hrm 01 V.... LIII Et'"I. II PIYlbl1 Carl F. Chroni star 11 01 13 o Term of Years 81 ~ of VI." T.,m 01 VII/S Term 01 Yoars 1. Valu. of Fund from which L~e Estata(.) i. payable:, , 2. Aclua,lal Facto, p" appro pIlate Tabll , Int..nl Tabl. rail' 0 3 112'10 0 6'10 0 10'10 []] Variable Rale 3. Valul of Ut E'tale (Lln. , . Lln. 2) , 9.1. 'I. . , ,642,424.00 0,43866 281,805.71 1, I." ANNUITY INTEREST CALCULATION P'lI.nt Agt Oil. 01 Birth (N...llt Blrthdl ) T..m .1 VII'I Annuity II payabl. Nlma(a) 01 Annuhlnl(l) Tftrm 01 Years Term 01 Years Term 01 Vears Te,m 01 Vears ,. Value of Fund from which annuity i, payabla , , 0.00 2. Check approp,lall block btlow .nd enl.. cu"e'pondlng (numbe,) In column Froqu.ncy of payoUI__O Weekly (52) OBI-weekly (26) O~onthly (12) o Quanerifi4) O"Seml-Annually (2)uO Annually (1) . 0 Other( ) o 3, Amounl of payout p" p.,lod , , , 0.00 4, A99ro9at. Annua' paymo"t, Lint 2 . Line 3, , 0,00 5, Annuity F.ctol (... In.t,uctlon,) Inte,esl Tablt rate - 0 3 112'10 06'10 0 10'10 0 Variable Rale. 0.0 '10, 0.0000 I, Adju'lment Facto, (,eeln,t,ucllon,), , , , , , , , 7. Value of Annuity - If using 3 1/2'/., G'/.. 10'/. or if variable rale and period payoul is alend of period, calculation Is: Lint 4 . Lint 5 . Lint I If using variable ral' and period payout is at beginning of ptuiod, calculatIon is (Lint 4 . Llno 5 , Lint I) + Llno 3, ' 0.0000 0.00 0.00 NOTE: The valuts 01 tho fund, which c,eatolh. above 'utu,. inlerost' mu,1 be reponed as part 01 Ihe Estate A"et', Lint 1 through Line 7 lht Rtsuhlng L~e/Annuity Inl"ost(,) ,hould bt r.poned,' tht applopli.te tIX rate on L1nas 13, 15, 16 and 17 ts roqulrod. CoPYrl9ht (c) lets form loflw", only CPSyal,m'l, Inc Form 1500 Sch'dul, K (R.v. 10.9~1 REV.lI1UX + 110.941 SCHEDULE K LIFE ESTATE!ANNUITY! TERM CERTAIN COM~m~~cg~/hYANIA ESTATE OF FILE NUMBER Martha Jane Chronister 55i1 178.16-1.013 03/21,/1995 2195.0486 ThIs schedullls to b. used for allslnglelile, Joint or succossivelife eslales and lerm certain calculalions. For datu of death aft.r 12.31 ~61 and bolo" 5-1 -89, ICIUIIIII IlClors lor 'inglo Iifl calculalion, can b. found in Ao,onu. BookloIIAEV-1501B) For dllo' 01 doath on 0' llill 5-1.B9 ~1I1!!!.lClors cln bolound In IAS Publicllion 111457 AClua"al Valuo~a Volume Tho In,trUrMnl c"aling thol~o inloro'l i, a, (Pi.... """ch I copy 01 Inllrumontl .l]J Will o Inllr,i,o, Oood 01 Tru,1 D Olho, Martha J. ChronIster QI'IP Trust LIFE ESTATE INTEREST CALCULATION P,...ntAg. Nlm.(.) 01 L~. T.nlnt{o) D11. 01 Birth (N"'tlt Birthdl ) Term 01 V.... LII. Eatattl. Plyablt Carl F. Chronister 81 o Term 0' YeBrs 11 01 13 Term 01 Years Term of Years r Term of Vears 1. Valuo of Fund from which l~o E,lalo(s) i, payablo' . 2, AClUII~1 FlClor pll Ipprop"alo Tablo Inlo",1 Tabl. rato - D 3 112'1. 0 6'1. 0 10'1. [K) Variablo Aalo 3, Vllul 01 l~o Eslato (Lint 1 , Lint 2) , .220,177.51 0.43866 9./. 'I. 96,583.06 Namo(o) 01 Annullant(l) ANNUITY INTEREST CALCULATION Dlt. of Birth P..llnt Agt T 1 V . I I P bl (NN..lt Blrthda ) erm 0 ..,. ~nnu ty I Iya t Term of Years Term of Years o Torm of Voa" Tllm of Vea" 1. Valul of Fund 'rom which annuity i, payablo ' , , 0,00 2. Check approprlalo block below and enlor corrospondlng (number) In column , F"quoncy of payo"I"_D We.kly (52) 0 BI-wookly (26) DlAonthly 112) D Quarterly (4) DSoml-Annually (21IJ Annually III . 0 Olher ( ) o 3. Amounl of payoul per porlod , , , ' 0,00 4. Aggrtgalt Annual paymenl, Lino 2 , line 3 ' 0.00 5, Annuity Faclor (Sle In'lructlons) Inlor..1 Tablo rato - D 3 112'10 06'10 D 10'1. D Variable Aalo 0.0 'I. ' 0.0000 8. Adju'lmonl Facio, (,eo in,lruClion,) 7. Valuo 01 Ann"ity - II "'ing 3 1/2'10,6'10, 10'10 or if .arlablo 'alo and po,lod payout i. at ond 01 porlod, calcuillion i" Lln. 4 x Llno 5 , Lint 8 If usll1g variablo rale and period payout Is al beginning 01 period, calculation is: (Lln. 4 x Lint 5 , Lint 6) + Lln. 3. . 0,0000 0,00 0.00 HOTEl Tho .alu.. ollho lund, which croalotho abo,e luluro inloro,t, mu,1 bo ,oportod a, part of the ~'Ialo Anol', Lino 1lh,ough lino 7, Tho A.,uning l~I/Annuity Inlore,tl,) 'hould bo roportod allho approp,ialola, 'ale on Lino, 13, IS, 16 and 17 as requi,od CopyIlghl(ell99S formloftwlr. onIyCPSytl.mt. Ire Form 1500 Schedule K (R.v. 10.941 AI\,"~HX. ('O"~I SCHI!DULI! M FUTURI! INTI!RI!ST COMPROMISI! COMttmm~g,fi1hYANIA ISTATE o~ Martha Jane Chronlater Sll./I..l1!:1!:!!!Ul_.,,01j?/ljI995 Thll Ichedull II Ipproprll'l onl)' lor I.tlt.. of dlCedlnt. ~yln. Iftll Dlumber 11, '"Z. This .cheduIt I. 10 bl ulld lor III tUIUff Intorlll. whorl Ihl III. 011.. wt,lch will b. I~pllc.bl. wh.n tho Iuluff Intor"l vnt. In o.....lon .nd .n 0 monl clnnal b. ..llbli.hld wllh c.~.lnIL____,,__,__,_. The In.lrumonl "..ling Ih. fuluff Inlorllll., -ITl Will ~ILI NUMBER 2195-0486 (~I.... IUlch copy 01 Inltrum.n') ~~__._..J::-J..9lhor I. "n.,lellrl.. NAMB OP BENEPICIARY ,. Carl F. Chronister I. ,. 4. I. DATI OP BIRTH ..,.JJjO 1 13 AGE TO NEAREST BIRTHDAY 81 fllLA TIONIH1" S lOUNU , - II. Fal d.c.d.n" dying on or IlIor July 1. 1994, 111."rvlvlng .poUII..orcllld mInllnd.10 ..orclll ano allho tallawlng wllhln 9 monlhs allh. dlc.dont's dulh. chlok Ihllpprap'I.11 bow Ind .upply I copy at Ih. dacumenlln which tho .u/vlvlng spauII ..orclll' .uch wllhdflwllrlghl, --D.Ynllml,.d rlghl 01 whhdrlwll -D Llmltld rlghl 01 wlthdrawll III. ..pllnlllon 01 Comproml.. Oft.,1 (II more ,plctl. ntld.d, IlIlch nddlllonll e 5 X 1 r .h,"") Both trusts created undor tho do(wdol\t's will IIro dlstrlbutllb1e to Mrs. Chronlllter's Issue upon tho donth of hur husband. Mrs. Chronistor Is uurvlvod by t:hrou ndult, mnrr10d c.hlldron and four grandchlldron. No othor oont:lngont hUl\eflolnrlos aro named and It ia highly unllko1y that: all of hor IHHuo would predeooase her husband who Is now 82 yoars of IIgo. No oompromlso Is nooossary. IY. Summary of Comproml.. Oftorl ,. Amount of FulUff Inl,,"t ' , , , , . , , : , , , , , , , , , , , , ,. 0.00 ."., , . 0.00 """'" , . 0.00 . 0.00 . 0.00 . 0.00 I. Vllu. of Lint 1 ..,mpl from tl>.. lmount p",'ng to clll,III... .Ic, , (11.0 Includ. .. pl~ ollalll,hown on lIn. 1301 Covor Shut) ,. Vllu. of Lint 1 pining 10 .pauII II .pproprl.lo I.. lal. Check 1 Block 01%, 0 3'4, 00% (.1.0 Includ. .. pl~ ollol.l.hown on lIno 1& 01 Covor Shott) 4. Vllu. of Un. 1 T..lblt II L1nul Alii (11.0 Includ. .. pl~ ollol.l.hown on Un. 16 of Cavil Shloll I. Vllu. of Lint 1 T..lblt II Colllllrll fl6'" , (11.0 Includ. It 111~ ollolll.hown on L1n. 1701 COVI' Shllll I. Totll Vllu. 01 fulu,. Inlorlll (.um of Lln.. 21hru S mu.t .qulllln. 1) CllJ9Yrlthl (elll" '.rm ..flwIIO only r.rSy.lom., I",. Form '100 Sehodu'o M (ROY, 'O.94) COMMONWEAl TH OF PENNSYlVANIA INHERITANCE TAX AETURN RESIDENT DECEDENT ESTATE OF FII. Number Martha Jane Chronistor SSII 178-16-1,013 03/21,/1995 2195-0486 PART AI Enl..lh. dllcrlpllon .nd v.lu. 01 .lIlnl....I., bolh I...bl. .nd "on-In.bl., "gardl... olloc.llon .nd n'l 01 d.ducllon., which ...10 tho dlC.d.nl'. .urvlvln . au.. b will, IntlSlae .0 or.llon oll.w, or olh..wl.., 013crl lion 01 k."", Jointly owned residence - 145 Rodney Drive, Camp Hill, PA 17011 . REV.IMIEX. (8111) It.mN 1 SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE Amounl 137,500.00 2 Ameri tech Carl' - traded on the NYSE, common 7,107.47 3 AirTouch Communication" - traded on tho NYSE, common 4,1.95.50 4 Mellon Bank checking account 112-118-4681 91,895.11 5 Bell Atlantic - traded on the IfYSE, oommon 8,727.75 6 BellSouth Corporation - traded on the NYSE, common 10,874.50 7 Bradford Area School Dist PA G/O - 5,6r. due 10/01/00 2,500,00 8 Shenango PA Area School Dist G/O Bond - I.. 635r. due 9/01/04 10,000.00 Total of Continuation Schedu1e(s) 599 213.96 P.rt A Tol.l: Enl.. tho tol.1 h." .nd In tho .pou..'. -Amounl Rocolvod' block on P.go 1 872 ,314.29 Election To Subject Property To Tax Under Section 21131A) As A Taxable Transfer By ThIs Decedent. If atru.t or .Imlor .".ng.menl me'l. tho "qulroment 01 Socllon 2113(A), and: .. Th. tru.t or .Imlor .".ng.ment I. li.tod on Schodulo 0, .nd b. Th. v.lu. 01 Ih.Iru.1 or .Imlar .".ngomenll. onto"d In whole or part as .n ...ot on Schodulo O. Iho" Iho lran,'oror'. per,onal rop"..ntallvo may splC~ically idontlfy Iho trust (all or. lracllonal portion or porconlago) 10 bo Includod In Iho ol.cllon 10 have .uch trust 0' .Imlar proporty Iroat.d as . t.ubl.lransl., In this 05lat', III." than Ih, onll" valuo ollho Irust or similar prop.rty I. Includod as ollxabl. translor on ~ch.dulo O. Iho porson.1 ropresonlalivo sh.1I b. consldorod to havo mado Iho ol.cllon only as to . lracllon 01 tho trusl or .I,,;~r .".ng.ment Th. numeratnr olthl, fr.ctlon I. oquallo tho amount ollho Irust or .Imllar a"angomenllnclud.d as . t..ablo ....1 on Sch.dulo 0, Tho donomln.tor I. .qual to Iho lolel valuo 01 tho trust or slmil.r ."engomonl ELECTIONIOO you .reel under Seellon 2113(A) to tr..t... tn.bl. tron,l.r In thl. ..t.t..1I or. portion 01. trull or Ilmllor .".ng.m.nt cre.ted lor tho loll UII ollhll dlcld.nl'. lurvlvlng IpOUII during thl ~urvlvlng IpOUII'1 .ntlr. IIIIUml? /~ // ' (i ' - YES [[] NO 0 Slgn.tur. '-_ /, ....-<.--..../ "\, 'ht.f')'I/IAjt,J(~ 0.tI06/24/96 Not.lll thl lleellon appll.. to more th.n onl tru.t or Ilmllar .".ng.m.nt. thIn a ..p.r.tl copy 01 Sch.dul. 0 mu.l """Ignld and IIIld. Part BI Ent., Ih. d..crlpllon .nd v.lu. 01 .lIlnt.ro.t., both t.x.blo and non-I.xabl., r.gardlo.. olloc.llon .nd not of doducllons. which ... to tho daeod.nl's surviving spou.olor which. Socllon 2113(A) o'ocllon I. bolng mado, O.scri lion of Mems Martha J. Chronister Item V Trust Remainder interest lI.mN 1 Amount 123,594.45 2 Martha J. Chronister QTIP Trust Remainder interest 360,618.29 V" 484,212,74 P.rt B Tol.1 (...Inslrucllons) Form 1100 9,htdu'. 0 (ROY, ..15) COP'lrl'i!hl (t) 1995 lormtoflwl'. only CPSYlllml, Inc. COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Iolartha Jane Chronistor SSII,.1]8. Hi./IOD 03/2/1/199S 2195-0486 PART A: Entor lhe d..crlptlon Ind Vlluo ol.lIlnll""., both t...blo .nd non-t...blo, rogardl..s 01 locotlon .nd not 01 dlductlons. wh~h ,!" to the docodont's .urvlvlng .pou.. by will, Int..t.cy, oper.tlon oll.w, or othorwlse, O..crl tlon 01 "oms Jointly ownod rogjdoncu . ]/.5 Rodnoy Drive, Camp HU1, PA 17011 REV.l~' EX. (OIlS) Itomll' 1 SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE -Fllo Numbe, Amount 137,500.00 2 Amoritoch Corp. trudod on tho NYSE, common 7,107.47 'rotu] of (;ontlnull!:.lon Schodu1o(s) 599213.96 P.n A Tolll: Entor the 101.1 hero Ind In Iho .pou.... 'Amount Rocolvod' block on P.go 1 872 ,314.29 Eltctlon To Subject Properly To Tax Und.r Section 2113(A) As A Taxable Tr.nsler By Thill Decedent. 1I.lru.t or Ilmllararr.ngomenl mell. Iho roqulromenl 01 Soctlon 2113(,6,), and: .. The tru" or Ilmll.r o".ngoment I. II"od on Schodulo 0, .nd b, The vlluo 01 Iho Iru.t or Ilmllor o".ngoment I. ont.r.d In wholo or pan as .n ..set on Schodul. 0, thon tho tr.n.foror'. perlonll rlprn.nt.tlvo may Ipoclllc.11y Idontify Iho Iru.t lall or . fr.ctlon.1 ponlon or porcontago) to bo Includod In Iho oloctlon 10 hlv. luch Iru.t or .lmll.r plOpOrty Ir..tld II I t..lble Ir.n.ler In this ostato, 1110.. than tho ontlro valul 01 tho trust or similar proporty Is Includod II I tnlble lronllo, on Schodulo 0, tho per.onl' ropruontltlvo .h.1I bo con.ldorod to havo made the election only .. 10 a traction of tho Iru.1 or simler l"lngomenl. Th. numeralol ul this traction I. equal to Ihe .mount of thelru.t or similar .r,angoment Included .s . t...blo ...., on Sch.dulo 0, The donomlnator II .qu.' to Ih.lotll v.I". "'Ih. Iru.1 or .Imll., .".ngomenl, ILICTION'Do ynu ,'oct und., Stellon Z113{A) to t,..t II' t...bl. t'lnlfer In lhls OItlt..1I 0" portion 01. t,uot 0' olmll.r .n.ngom.nt C,HlH 10' tho 1010 UII 01 thll docHont'1 lu,vlvlng OPOUII during tho surviving "pOUS.'s onllrt In.tlmo? YIS I[] NO 0 Slgn.turt (I (I 0, /</J'C L __I'll /L L "--7 o.t. 06/24/96 Notolll tho oltellon ."".. to mort thin on. trust or olmlll' .n.ng.m.nt.lll.n . oop.rat. copy 01 Sch.dul. 0 must be Itgned .nd lII.d, Plrt B: Enler lho ducrlptlon .nd vllu. 01 .lIlnler..t., both t...blo .nd non.taK.blo. rogardlo.. 01 10e'llon and nol of doductlons. wh~h I" to tho docedent's .orvlvln S ou.o for which. Soctlon 21 13(,6,) oloctlon I. boln mad., Otlcrl tlon of "oms Martha J, Chronister Item V Trust Romnindor interest ltomll' 1 3 AlrTouch Gommurdeatlollll ' trnded on tho NYSE, common 4,495.50 91,895.11 II Mollon lIank chceklnll IllllIO\H\t. 112.118.(.681 5 11011 All nn\: Ie . \:rlldlld 1111 tho NYSr:, common 8,727.75 6 Bo]lSoul,h Cnl'pol'lI\:lon ' \:rlldod on \:ho NYSE, C('lMlon 10,874.50 7 Bradford MIIII Sehool Illllt I'A G/O . S.6X due 10/01/00 2,500.00 8 Shennnl:\o PA MIIII Sehool Illllt G/O Rand. 4.635X due 9/01/04 10,000.00 Amount 123,594,l,5 2 Martha J. Chronister QTIP Trust Romainder intorest 360,618.29 Pin 0 TOIII (s..ln.trucllons) 484,212.74 Copy,~M (c)"M 'o,mlOflw"o on~ epSy,I,"", ,''', FOlm 1100 Schadul. 0 (R.v, 8,95) , , i ! v .' Estate of: Martha Jane Chronister Soc Sec H: 178-16-4013 Date of Death: 03/24/1995 Continuation of Schedule 0, Part A (Transfers to Surviving Spouae) Item Description II Amount 9 West Short PA School Dist G/O BDnd . 4.6251. due 09/01/04 5,000.00 10,000.00 5,000.00 5,000.00 10 Car1ynton SchDD1 District PA RFDG . 5.751. due 07/01/05 11 RDse Tree Media SchoD1 District G/D . 5.51. due 2/15/2014 12 Central Dauphin PA SchDD1 District . 5.651. due 6/1/98 13 1989 Buick StetionwagDn . Sales price 3,250.00 5,019.42 14 $10,000 Dauphin Deposit Bank Certificate of DepDsit - Issued 3/3/95; due 7/3/95 @ 6.751. Interest eccrued to 3/24/95 Df 38.84 15 $5,000 Dauphin Depoeit Bank Certificate Df DepDsit - Issued 5/12/94, due 8/12/96 @5,251. Interest accrued tD 3/24/95 Df 226.54 5,113.27 16 $5,000 Dauphin DepDsit Bank Certificate of DepDsit - Issued 5/3/94, due 8/3/96 @5,251. Interest accrued to 3/24/95 Df $233.01 5,116.51 17 $10,000 Me11Dn Bank NA Certificate of Deposit. Issued 1/18/95; due 10/18/95 @5.85Y. Interest accrued tD 3/24/95 of 102.58 5,051.29 18 $10,000 Dauphin Deposit Bank Certificate of Deposit - Issued 5/31/94, due 8/31/96 @5,251. Interest accrued to 3/24/95 of $428.64 5,214.32 19 $10,000 Dauphin Deposit Bank Certificate of Deposit - Issued, 10/11/94, due 1/11/96 @5.51. Interest accrued to 3/24/95 of $247,12 5,123.56 20 $10,000 Dauphin Deposit Bank Certificate of Deposit - Issued 8/1/94, due 11/1/96 @5.391. Interest accrued to 3/24/95 of $358.84 21 $34,837 Mellon Bank Investment Certificate . Issued 3/23/95 for 24 months @6.111. 5,179.42 17,418.69 22 Disney Walt Company . traded on the NYSE, common 1,882.75 11,403.60 23 Franklin Custodian Fds Inc. SR CL I Estate of: Martha Jane Chronister Soo Sac 0: 178.16.4013 Date of Death: 03/24/1995 Continuation of Schedule 0, Part A (Transfers to Surviving Spouse) Item Description {~ Amount 24 Franklin Tax Free Trust PA 9,689.54 53,929.00 25 UTS Municipal Invt Trust Funda 26 Nuveon Tax Exempt Bond Funds 14,159.50 44,649.00 16,572.50 27 Pennsylvsnia Insured Municipal Bond Funds 28 Pennsylvania Insured Municipal Income Funds 29 Pennsylvania Insured Municipal Incomo Funds 19,919.00 30 Household furniture snd furnishings 3,750.00 31 General Motors Corp. traded on the NYSE, common 40,837.50 3,720.25 32 General Motors Corp Cl E traded on the NYSE, common 33 General Motors Corp Cl H treded on tho NYSE, common 911.38 34 Jewlery, per appraisal 10,364.00 35 NYNEX Corporation - traded on the NYSE, common 6,621.75 8,765.63 36 Philips Petroleum Co - traded on the NYSE, common 37 Pacific Telesis Group - traded on the NYSE, common 4,829.63 38 PNC Financial 3,656.25 39 Martha.J. Chronister QTI P Trust . Residuary Estate 220,177.51 40 Rockwell Int1 Corp 1 Par 3,399.00 10,327.50 21,499.94 6,662.25 41 SBC Communications Inc - traded on the NYSE, common 42 AT&T Corp. traded on the NYSE, common 43 U. S. \lest Inc - traded on the NYSE, common 599,213.96 ,~!, "\'~,~N~';'~('II'~~~iJ;~i" r ( " Estate of Martha Jane' qhrc;miatar 17B.~16-4()13 PA INHERITANCE TAX 'RETURN' - SUPPLEMENTAL DocuMENTS Tab.' I&.... 1. Martha .lane Chronister Will dated June B., 19B3. 2. Commonwealth of Pennsylvania .letter dated January, ~2. 1996 granti,ng extension of time to file the return, , , "i '.'1 " " 'I ',' ,I " ,i 'I' , '. ,', , .1 '" . , , " " " , " " , , , " " , " , ", . , ';1 .' , . . "; " " , " ;, , , , " I " Ii) .' ,i ';1 I, .. 'I, ", "; I ~ i' , '" " u ,'" I' .' " ., ", .' ) " '''i " ,. , .. ,'........ ;,"!' ".':~:':'."..~.:r:~:':' , -IJ./ ",It \. I I I I I OF ,.~.,\!.,,( \ " " I , I ( I I ! ! . , I 1 , ., ... I . " '.'.~, I" ). . .'C" l.~ ,. I,.' ",' , . :,!lIRTlli, .1,\NE CIIP,Ol:ISTCP. I , I.IART!!!, :: i,llE CIIROl'I!J':'EP. . of Hampoen 1'olmship I Cumberland County, Pennsylvanio, bClng of souna Dna disposlng mind :lna memor,', do ma)<c, Dublish anci c;cclaro thi~ to be my La5t \'lill ilnd Tes'tament, hereby revol:ing nll \'iil:n anci Codicils by Ole a1: any ti~e previously made. . I'I'El! I: All inhBrl1:~nCC, eS1:ate and similar taxes becoming due by rellson of my acath ("D",ath Ta~:e!l") , whether such Death T.::xes shall be payable by my estate or by any recipient of "ny property, shall be paid by my Executor out 0: the property passing unde r ITEr.! V of this \'1i 11 if I predecease my husband, Carl F. Chronister ("t,ly Husbc.nd") , '~ 1. not do . " IT!:l: VII or under predecease ny Husbano, as an expenr.c and cost of administration of my estate. My EKecutor chall have no duty or Obligation to obtain ruimbursement for any Decth Taxes paid by my Execu1:or, even though paid with respect to prcceeds or llilJUranCC or other property not passing under thlS \lill. In the absolute discretion of my Executor, my !:l:ecutor may pnl' any Dt,lath Ta:<es immedia1:ely or may postpone the payment of Death TnX0~ en futuro or remainder interests until sllch tirr,e <IS pousessl<,;r.. thnreof JCCrUBS to the beneficlaries at r.uch intereDt. ~age 1 o~ ,- paqe~t CERTIFIED TRUE AND CORRECT COPY J~;..!t /-- Attorney or'Executor ...,.'- ,,' ,t, ,"," I'!'F.l1 !: I 1 ' ilerebi' of oxercis<:. ',:lll powers appointment I,'hich I may have .:It ::one tll~,e \~f 1:',:,' deat.h in favor or r:,y Executor, "no all propert:. 5ub;ect tC all DUel'. pO\~el:'!; of appointment chall be included ~n my a~tatd and be .governed by the provisions of this 11111, provlC\ec;.. howevel", that I specifically, decline to. exercise ani' PQ~lel' Qf :lppointment given to me, in any Will, Codicil, Agreement cf Trust or other instrument exec~ted by Ny lll,lsband, ITEl1 III: I give: "r,c bequeath ,11':' ut my household furniture and turnishings, aUtomo.biles, books, pictures, je~"l;!lry, . china, crystal, appliances, silverIo/are, wearing apparel, my collections, and /111 othClr lil:c artic lea of household or personal use or ado.rnment not disposed Q:: in the precedir.g por.tio.ns o.f this Hill, to. My Husband, if he surVlves me, or, if he does not survive me, to, my children, CIIRL S. CHRONISTER, JUDITll L. CHRONISTER and I(AREN CHP,ONISTER LElIDBr., in equal Ghares or as they shall agree. If any such child is not living at my death, but has then living issue, said issue, per stirpes, shall take the parent's share. If any such child is net living at ~y death and has .no issue living at my death, thut child's share shall be distributed to my issue, per stirpes, living at my death, P{\ne . c: , ~ .,' pageE. " ITE:1 I'.': I: I nurvive 1\,' Husbana, 'I, ,hereby mako, tho follcllil'lg specifi:: bequests: (n) 'I givp ilnd be<1ueath tho sUm of TEN TIlOUSlI,ND DOLI,ARS (SlC,OOO.OO) to TIm l.JINIsrr.:r., TRUSTEES, r::LDER~ AND, WARDENS OF ZIONS CIlURCH liT HARRISBURG, IN TilE COUNTY OF DAUI'HIll, also known as Zicm l,utheran Church, 15 South Fourth Street, Ilarrisburg, Fennsylvi\nit., of \~hich I am a r.lember, lb) I give anq bequeath the, sum' of FIVE THOUSAllD DOLLARS ($5,000,001 to my Alma Mater, GETTYSFURG COLLEGE, Gettysburg"Fennsylvania, ITEN V: I give, devise and bequeath an amount. equal to the dollar amount no'!: taxed in my estate due to the unified credit applicable to my estate' for federal estate ta~: purposes ("the exernpticn equivalent" )to my' Trustee, herein<lfter named, as Trustee, IN TRUST NI::Vr:RTIlELESr;" for the following, uses and purposes: (<I) My TruDtea aha1l have, hOld,:manage, invest and, reinvest the a~!;ets govorned b,J sucr. Trust, collect the income, and, beginning ,1t my death, P<\y over tho net Pilce 3 of pac;tes. I' incorr.e of such 'l'1'ust to r1" lIullballCl Clunr,c hi S l.i'fo\:imo, ' - - , in ins~~llments no loss frcqutlltl~ than quarterly. (b) Upon the c]o(lth of. Ny lIuabilnd I r.lY Trustc;o shall distribute any .:\ccumulaeeci income or SUCi1 '!'ruot to ~Iy Husband's Estate, <lnd distribute the principal of such 'I'rust to my children, CARL S. CHRONISTER, JUDITH L. CHROlHSTI:P, and l:;\P.CU CIIRON ISJ.'CF, LEI\DBR, in c.quill aha res . If any such child lC ~ot li~ina ~t my deatn but hilS then livinCj issue:, said issue, p(I1' lltlrpOS, Shilll ta)w the parent's share. I: any such chi:cl is not living at my death and has no issue. liVing at my death, that child/a share shall be: distributed to my iSf;ue:, pet" stirpes, living at my death, Provided that if any such issue has not then attained the age 0': t'~E!ntY-5even years I I giVE! such issue I s share to my. Trustee hereina fter named, IN TRUS':' llEVERTHCLCSS, to be hold and administered in aCClordance with the prcvisions cf ITEH >VIII for the benefit of such issue. (e) IE my Husband does not survive me, then I give, devisf.; and be~u(Jbth the asstles gcvernedby this Item to 'my ciu~ut"cn, CAR!. ~;, CIIRUlUSTCP., ,;I.::JITII L, CI!RONISTCR And KAREN CHF',QNISTER LEl',OEP., 111 cq\ll\i llharc.s, 1: 'Iny such chi:"':: is not livin9 ilt lr:! denti'" but i1,'!; then livin9 Pc'3i:o ~ <.::: pC:lCles I . ......,. .1. ~ "'-1" ..,.:.r--'V- .....-f"~l'_..... , n .~'... .1.."" ,. .--,- iSSUlJ, ~e.1(J 159U,., per n1:1l'pe~, snal;,t'lf:c tho parent': shl>re, If any sucr, child 1S. riot li'Jing at my death ana has no issuB li~lnr ~t my death, that child's share shall be distr,ibutt::(l tu n:~' lSSlle, per r;tirpef.:, living at my de(:th. l'rovlded tha1: if any such lSBlle h.)f. not then attained the age of t\~el\t\'-seven yelU!;, I glve such issue'o fihare to my 'rrustc:e heruinnfter named, It: TRUST NEVERTHELESS, to be: held and i\6minio1:Gl'cd i:1 ar.cordancu with the provisions of ITEM VI:: for the benefit of such issue. Tho Executcr cunnoc eloce to have the! ascets of this . Trust qualified for mantal deduction purposes, and they shaH not so qualify, ITE~l VII If I predecease My Husband, I give, devise and bequeath to my Trustee . herein'ltter named, IN TRUST NEVERTHELESS,. to be held and admilllS1:ered in accordance with this ItElm for the bflneIit of Hi' llunband (the "Qualitied Terminable Interest Property Truce", herein referrod to as the "QTIP Trust"), all or thEJ rest, residu~ ana remainder of my property, ret.l, porsona I and mixea, not di sposed of in the prcceCling porticJI\E 0 f th.1.s Hill. 1,1~' E:(ecutr.r shull have thl.! dght to t!lect on the Federal Cst~te Tax roturn pr~parud on behalf of ~y estate' to have a ['orticn cr all 0: the ~rCPIHt~! pas!1inq undur th;,~ Itam treated as r'aqe 5 at .~ pades. "aual;'::~C:11 tot'r.',:.nablo lntorect' pr'opel'";','II 'In Ot'OOI' to t.j\..:Ility suer, portien or ilL tel" , tho ::01' l:lar 1 t.'ll aeuuction ~.' ,,. tho propo l't:. Feoeral CutatoTm: purpc6tlll. It my Executor ,ol(;)ctsto haw: " po~tlC~ 01' ~ll c~ such DsSUtn so qUDll~~, such uldctea ~ssots shall be held Ilnd malr.talneu by 1:1Y Trustee illl i\ rleparato ~'ruEt tundl the, ,balance, if 'lny, of tho assets \~hlCh ,,1'0 governed by this Item shall also be'held Dnd maintained AS a sepil'ate Trust. ,fundI each of such Trust funas (or if thero be no such parti/Il election to gual1iy, then the single Truct) shal: bo held in Truct for the (cllowing useE and purpdsull and be sUbJOct to the provisions of the tollowing subparc',graphs (cl) and, (b): (a) Ny Trustee shall have, hold, manage, invest and reinvest the assetc governed by each such 'I'rust, collect the income and, beglnning at my death, pay over the net incone of each such Trust to l~ Husband during his lifetime, in installments no lesc' frequently than ,quarter 1y, (b) Upon the de~th cf Ny Husband, my Trustee shall distribute any accumulated income of each such Trust to l.\y Husbar,d's Estate, c\nd distdbute thu princ'ipal' of each such Trust ell my chllcircn, C~'\IU, S, CllRONISTER, " JUDITll L. CllF,CI:I STr:l, c;r.d 1\/'\REll'CIIRONISTBR LEADER,' in " equal she.res. ~f an... nuch c'hilc.: is not living "t my Page ri cf 17 pnqeE. ~'~~..1~(\il~'AiiJiIio""t'W-:-'~oWI .1....,"1,.... , ,-".t._. .. " ~ ~,.., .i"tt\1""JJ ,-~ ,. ~. . " ... ~. .....,.' QE;ach, but has thw: l~\',lIW liH1UO, sou: llHl\I II, per. stirpec, sholl ta):c, the parent:':' shi1ro. ! f any such child is not living at my death and has no lCbue liVing :It my doat.h, that: c::1J.d':1 shure r;hu~l be CllCtl"ibuted to mI' iSl;u(,:, per stlr;:es, living at my death. Provided that ~~ any such issue has not then attained the agE; of twentY-Eeven yean, I give sucl; iss\le's ohure to my Trustoe herelll(l::ter :lamed, II; TRUST NEVERTHELESS, to be held and ildministerr..d in accordance \~ith tho ~rovisions or ITPH VI:: tor ::one: I)enetit or. suer. issue, ITEM VII: If I do not predecoase Hy Husband, I give, devise' and bequeath all cf the rest, residue and remainder of my property, real, personal arid mixed, not dispos~d of in the preceding portions of this \'11 11, to my children, CARL S. CHJl.ONISTER, JUDITH L. CllP.OllISTER and I:AREJ-: CHROlnSnR LEADEn, in equal Ehares. If any such child is not living at my death, but has then liVing issue, said issue, per stirpos, shall take the parent's share, If any such child is not living C1t my death and has no issue living at my death, that child's share shall be distributed to my issue, por stirpo!l, living at my death, Provided that if any ~uch issue has nct thf.'1I ;Ittalned the ago of tHflnty-sevon years, I give such LSDue' s sharo to my 'rrUEitee hereinarter namoa, III TRUST t;F.VEP.TlIl::LESC, to be held i1nd administGred in 'lcccrdancl! \Iit:.ll t:he provili~ns of ITrN vtTI fer the bcnufi: 0~ such issue. F aoe ; 0 ~ .... pilSC: E . Ii_.:..... _I' .,. I, i :.j, ,. " " ,. . ":._...~ ...1/." ,---,''1' , .,L.." 't. ill!'l \'1 III " ,'-:\ I " I'. i, 1', Elich 'l'rust :0; nf. lllll\.:u et lnll)U \Ir,~ lC' , , i' I" . ~lnaer twentY-Reven yon!::! a::, tho tln1~' lJ:' c.:l'oatlCI\ (;~ tho 'lru!:t vnu'll be administor~a and dictributc~ DB fc.:iloWDI (a I 1.ly 'l'rUl1tcf: shall have, ilolJ, l1.::nago, lnVest and reinvest tho assots 0: vuchbene:iclary's Truot, collect the income and, until the beneticial'Y of the TrUEt shall havo att3ined the ~ga c: twentv-sevenrears, my 'l'l'Uste:O shall frcln Ulna to tir.,l) P,1~!. to or for the bjnefit of the bancilciary such amount~ c.:: the net income and principal 01 the Truct as, in the sole discretion of r.y Trustee, may be noCessary for the beneficiary's care, maintenance, support, ~ducntion anq advancement in life. At the end 0: .each year ~ny unexpended income ~hull be aaded to the pri~cipal of the TrUst. (b) Aftar the beneficiary shall havo attainod the age of twenty-seven yaars, my Trustee shall distribute the then remaining principal and any undistributed income of tho Trust cutright to the beneficiary: or if the beneficic.L'y shall h"ve died bOlo!:(;. attallling that IIge, my TrUstee :1i1al~ dll'tributc f;uch .:tSS8tl, t'O the ber,e;flciary' E issue livinc; at tnu ,dellth of, said IUC;C;: J 0: :.; pil~oe, \1 ,J , , ., ," bQnCtlcl~r~' of lncomo of ~~' oecato or ~, truEt crontcd t~~toundar ~r il~ . b. common disllflt:CI Ilith Huc:h benet,iclary or under !lUC/'. , . , circumfltnncOfl that: it ill difficult or impossible! to determine \\'ho shall oa\'0 died tlrt:t, shali bl.: uClemed to hav0. predeceas13d such beneficiary. !TI:~j XI I In the set:t:lement. of IT.y estate .andduring the continuance of any trust: created hereunder, my ~xflcut:or and' ~y Trustee shall possess, i:lmong cthcn;, 'tl", iollowlng po\~ers to be eXElrclsed fOt' ;:he best interClsts 0: tr.c iJeneiicii:lries subJoct:, 'however, insofar as any portiun 0: the QTIP TrUst qualifiea by the , Exedutor for marital deduc~ion purposes is ccncerned, to the restrlctions set forth below: ,tal To t'eta.in any investments J may have at my death so long as my Executor or Trustee may deem it , advisable to my estate or trust so to do, (b) To var:,'investmentf>, \~hen deemed desirable by, ny Execut:or or Trustee, line; to invest in such bonds, stocks, notes, real estate mortgages or other 5ecuritie~ or in, such 'othClr real or personal prop~rty as my Executor or 'frustClc !'hllll dcern \~ise, '.Iithout bei'nq , , rest:rictuu to so-called "legal investments". Pa<;Je 10 ,0:: : ./pa<;Jes, ~,.."".'\.. ~.. - .,,~,......'..."I.AJ.,", ~....' ..... . , ".&,..."..... . . ,.,.J..., '.,.. ~.~. "'.......-..........T~ " ,_. .'M"'_""": ..,,~ _, .__ ~.~. .M',..' ~.....' \ . . ............'....,-",.,.~.._.... ......'.... , , Ie) In order to OLtoCt .:l CllVHllon of tho pnnclplll of my estlltl.' or tl'USt or tor any other purpose, including anyflOal dlst::ibutiol1 of OIl' estato or trust, my Exec:utor or 'I'ruGtco 15 i:\uthor12od to make said divi!:lons or dictnbutions l't the porsonalty and realty partly or wholly in bne:. . r . - HUCr. divicion or distributicn is rnad(~ in bne, said assets shal: btl divided or diDtributed at thclr respoctivc valUtls 011 the date or date" or tholl' diVision or c1btnbution, In making any divislon or dlGtributlGC in kind, my Executor or TrusteE: shall divide wr dir,tribute said assets in a manner which wEl fairl,' allocate any unrealized appreciation among the l.>eneficillrieE. (d) To sell eltr.ur 'It public or private sale and upon such terms and r.onctitions as my Executo~ or Trustee may doem adVantllgeous to my estate or trust, any or all real or porscnal estate or intercst therein owned by my estate or tl'ust severally or in conjunction Idth other persons cr acquiroc, after my death by my E~:ecutor or Trustee, and t.o consur.unate sait: [;a18 or sales by sufficient detJC,.s or other instrumentc, to the purc!",aser or purchasers, convo\'lng .. :'ee sirr,plo titlo, iree and cll;!ar 0: 1111 trust and \'iithout obligation 01' liability of the purchaser or purchasers to see to the applicaticn l'aClc ,. wi pages. , i'~; ~~'. II' I, ,. -f. ,:1 \~'" , !I- i{ .h " ;i"i \~ "~I Ii, ~ ~'. '~~ 'iI -': " C\ tho purchUEll mono': or ~() milk,;, ll1qUl:::: lnto the Vll.liditi' of sale. sa.lo oi- !1ille~1 <11so, co rr,c.Kl', execute, ac'l:nO\\'ledge and delivf.'f any and all deeds, aseignments, optiOll1l or other \'lrltlnl1G wtllcn l~l1Y' be necossary or uebirablc in carri'lng ,Jut any of the pO\~ers conter;rcd upon my Executor or 1'rusteQ ill this paragraph or ~isawherc in this Wil:. (e) , To mortgage rea 1 osta tb; provided,. howeve'r,. that this provislcr, Shllll not l\pplJ' to any portion of the QT!P Trust qualified by the Executor for marital deduction purposeb~ .(f), To make leases of real ee~ate. (9) To. borrow mone:! from any Party,. including Dauphir, Deposit Be.nk and Trust Company, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes; provided, however ,thc:\t this prCJvillion shall ,not authoriz~! bcrrowing. ircm any pOrtlcn of the QTlP Trust qUlllified by thl:! EXlJcutor for ml\l"l t'll . cil::uuction purpose s. (h) F'rcr.\ thl' '''lme sourCll (\!l~:rc:n Hhi<.:h De.:lth 'raxes or.1 . to. be paid in llCcordancu \~i t!l ITI:1l :, ':.0 PIlY Ill1 Pace 12 0:' '" pnges. olriiJ.r; ....... " ;:'c.lyt3 ,COSt:;, lJU/.lt;\ 'L'axu~ ilnu otner tlolxe;;, UlqJUI1UUl; oJllU Cn.:irtJU6 111, eonn(Jcuon \~ltl\ tnc.: .lam1nli:l \:r,:lt.lo:1 (d'Il',y Cb\:.oJt\.l or' , crust, and my Ek~cutor Hhall ?ay tnu UX~unl~a Ot my lMlit illness ilr.,j tur:uri.l W::P(JlIlhHJ I prov Hiu<l, 1l01MVC1', \:.11.:i t no . sue;", COllt:;, Death' 'l'.:l>:~u or otner til~es, uxpenses Ul' ,. charges shall be pald from any ~ortlun ut tn~ UTIP Trust qualifiud by thu :'::.;ocu tor for marltal deauction purposes; and prDv~dad turthcr, tll.:it all prOCeeds r":!celvea by tn~ '~rustee nereuncur rrOI;1 "ijualitied" plans under \:.ne "p[.>llCoJbld 'prOV1Sl0111 0;; ~n", U, a. Internal k..venue Coctu (exceuc fur distrlbutlona \~nlch are lncluded in mv Gross u:Jt~) shi.\ll uu tree a.nd. Illear or all debts, t.:ixes or uthur ubligatlons of 1:11' t:!st"te or uf. Ny. Husbuna' s est<lCU and not sub)uct to divuI'sion to or for the benefit ot my estate or Df Ny Husb.:ind's estatu. (i) To vote any :Jhares 6;; stock whichfurm a part u;; my estate or trust and co othorwiue exerClse all the powers incident to the ownership or such stock. (j) 'Xo llxerClse an:,',outstanl.i1ng stocl, option. ~n effect at ~y d~ath. '(k)' .111 Cllll di,sCrctlon Ill: 1;\1' );;:;CCUtOl" or Trustacl, 1.0 . ynltu . \~ltn ctlwr o\~r.ur~ (.'r ;;illllLu property ill 13. I;: '.-, - ,,' fJ.:igclS. ~ '''l!.''~: I' i, '~"'.""O:""",', ~ II...... ' " .' '~'J",'r If......., r.." -',' . "'~~',"':'r.~,.~...,. '.,~~. 7,':'" ",'~,r ,'t";-......l.../lIfoM..-.- ;',\ i!.] il 1, (/ carr,!ing out. any plans for tho. roorqunl:atlon of any corporation or company WllOl'C t,ocur i tiuu ~or", u pllrt .of 'my o!\tn\:c or trunt, (~) ~'o assJ.gn to and hold J.n MY EJstate Ol' . trust an undivided portion of any as~et. (m) Only property \~hich is ful~y eliaible fer the marl tal deduction for fe~cru 1 csta tEl tal: purposes shall b.e aSiligncCJ to the portion of the QTr!' Trust qualifiod for the federal estate tax marital deduction, Notwithstanding anything te tha contrary contained in this "ill, my Trustee shall not retain beyond a reasonable time or invest in, as an asset of any portion of the QTIP ~'rust elected to qual ify for the federal estate tax marital deduction, any property \'Ihich may at any time be or become unproductive. . ITE~l XIl..!. It is my intention. to conform to the proviSlons of law for the ullowancc of the mllritaldeducticn under state and Federal Statutes. I, therefore, direct that any provinic:n or this \.'i11 notwithstandJ.ng, the powers gn:ntod herein to ny r;~:ecutor ilnd TrustclJ ,hhdlb6 CO!',Gtruecl in i\(!corc;ance with saie: im:enticll ,"nn shall Ilut 1.'0 ir,tc:rprctoQ (Jr eXOl'Cli;8cl so us to Pace ~.1 c:: pageE I i;. If:, ,';, ~' , ~J: , i: ,(I" Ii' l~" ~71 II 't , , , " " (, " ;'1 , disqUJli:1' any POl:1:11'r. C:. the UTI!' ~'runt, cUilEtl<;Q by the ExoCutor tor m~ritJl deduction purpcses. ITEII :: I rr : 1.IY,I::::ocUt.or shall not bo pEl,rsonalJ.y liable for lOllS to my ('stato or to r.lY Spouse' 1.' ('stilto or to any benefi- ciary of oith~r estate or to ilny othor ontitj' rosUlting from my Executor I S decldclO made in good iait:h '....hother or not or to \~hat e:ctellt to make an election on tho Federul Estate Tax ret.urn prepared on behali at my DState to have a porticn or all of certain "q\:t:.llfied terrr.lnablo int<;rest proport~." tru<\tcc as having passed to my spOUse in order to qUulity tc~. tho marital deduction for Federal Estate Tax purposes. ITEH :O\': If my Executor io entitled to elect whether a deQuction shall be clalmed as an entate tax dedUcti~n or as an income tax deduction, my E:cecutor shall not be personally liable for. any loss to my estate or to any beneficiary resUlting from SUch election made in qood faith to claim a deduction as an income tax deduction or as an ustatetax deduction, nor shall any compensating adjustments be made between incoms and principal or in the amount ot any qift under this l'1ill to my spOUse intended to qualify for the marital deductlon for Fedoral Estate T~~ purposes as a rOl,;ul t of such election. " Pane 1~ Cl ~7 pagee, "1'"'' ,....,,,.,,.. c' , ' I ;, ., It. 'd 't, . J' ~' , I', ITC:,j XV!.. In V.:\LU1J,lj propert:. 1.n m:' gr.OGS <Jllt.:lt.U :()r thu purpose::; of (lilY lJ~at.t1 '1';.::, my C:XUCUtGl.' ~ilaE ;;ut be pllrsonall,' liablo for any lus5 ~o my ~Stato ~r to any beneflclury of my estate resulting from my Executor's dCC1S1on madc 1n gooa ~(llth tu Use u particular valu.:\t.loll datul nqr, all a rosule o~ SUcn declsion, shall any compenSatlng (ldJustment be mace in the amount of a glft under th13 \Vill to my Spouse lntendcd to qualif,' for the marltdl ceduct10n for Federal Estate ~ax purposes, ITCH XVI: If ;.t any tlme any m1nor shall boontitled to rece1ve any ctSS(lts hereuncor, the DAUPHIN DEPOSI'J:' Di\!U( Al<D TRUST COl1PANY, of Harrisburg, Penns}' lvan1a, shall act as "Guarclan" or the assets payable to such r.linor. The GU.:lrdian may receive and administer .:Ill aSSots author1:ed by law, and shall have full authority to use such U13Sets, both principul and incomt!, in any manner the Guardlan shall dcem advisable ror the best interests of the minor, including college, univorsi ty, post-graduate or other Gducation, without securlng a court order. The Guardian shall have all the rights and privileges as Guardian as are here1n granted to my Executor and Tru3t~~e as to my (;)Stat"l and any trusts created hereunuer. I'IEH :<VII: I hereoy nornlnatc, Constltute and ~ppoint my husband, C.\HL F,. CllHotIIST1W, and thu P;WPHIN Dr::I'OSIT DANK AND 'I'HU::iT CO:'lPAllY, or thu surVlvor, as E:\l:lcUtor (s, of. tn18 lIill c1nd uS Page 16 or 17 pages, '",. . ..~ -'''''",:'~'1:~''. .:~,..~...... _,:,' Trustee(s) of each Trust created hereunder, herein collectively referred to as my "Executor" and "Trustee". ITE~l XVI I I: The Guardian, f;xecutor and 'l'rustee shall qualify and serve without the duty or obligation of filing any bond or other security and shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered, IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of this and the preceding Ilixteen (16) pages, this g-Tli day of r- ,1983. 111 ~A1iL-Ck."i G4~1iX- . Mar/ha Jane Chronister (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us/ who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. 1<3,~\;L~,~l , <--.,;---> <-) 1/.,~"".,1'" r- ' _:-.... ..',' /- ,0 (SEAL) (SEAL) --1 SEAL) Residing at: ~::,\" C.L (2,~!-li) \~\('d,,~. ~,I.......... ....1,'< Residing at: .~.-<-<.-,_v ',1. ......~ _,." ':";:"-T '" ~~/ ,.... );"./~ _ I, /', /.-;/-:. ;'.. / :.. :/ R. "di 'g' ~" ,I '}.. ~,~.. t'ir~--<'" /_ Page 17 of 17 pages. ft '.".t "I ,I . " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA l712B-060l " r I January 12, 1996 WILLIAM M ROBINSONE~Q REED SMITH S\IAW AND MCCLAY 213 MARKET ST IIARRISBURG PA 17101-2132 Dear ~lr. Robinsonl RElI Estate of Martha Jane Cht'onister File No,l 2195-0486 This is in response to your request for an extension to file the Inheritance Tax Return for the above-referenced estate. In accordance with Section 9136{d) of the InheritAnce ~nd Estate Tax Act of 1995, the time for filing the return in extended for an additional period of six (6) mOllths. ThIs extsll.ion will avoid t,l'll imposition of a penalty for failurs to make a timaly return, However, it doos not prevent interest from accruing on any tax remaining unpaid after the delinquent date, The return must be filed with the Register of Wills on or before June 24, 2996. Because Section 9136{d) of the 1995 Act allows for only one extra period of six (6) months, no additionAl extension{s) will be granted that would exceed the maximum time permitted, ,.1' . I' il:2:Sincer01Y, ? n ':,u ~.. . 4. (;, /.,' / ~ r . " C, ."phy, "".t:1' /) InheritAnce Tax Division I., ""', s- IT I INH83 I. amml134 I , I I , I I I WID HilI 1 I I I I I I \ I I -l5.000,00 I ~"l 1/ .\ I ',I 'NA UL I MARY C. LEW S I , REGISTER OF WILLB ) ., ..-........"................ ,"..... , " ....J.-..-..... __ _.. .j ..;._ _ ..l..'::_~ __. _.._ .... _., _,_ _ _. ._.. '_'-0 __ ~i..._ _~ _._ .... ..'_ .._ ..... ..... .~_ ._. ,.._ ... . n. .~. __....,..r.' D' , 'A'A'O' 47930'" ".c:OM~QNWIA~..JH Q,PPI~N.YLVAN'A !'to. '" " . . ' DlMIlTMINT 0' .IVINUI, il~llllli I"'~' , O.P1CIAUICII" . PINNIYLVANIA INHllIlTAfIICI AND IITATITAlC , j ":.""'"'' ....; " ',' '. '" ,. " ' RECEIVED FROM, & ACN ASSESSMENT P:I CONTROL ~ NUMBER AMOUNT REED SMITH SHAW & MCCLAY P 0 BOll 1184/1 101 , ':5,000.00 HARR I SOURG PA 1 '}1 OS ESTATE INfORMATION, m FILE NUMBER II e 1- 1 995-0486 II NAME OF DECEDENT (LAST) II DATE Of ~ B POSTMARAQrtIi!6/9!3 COUNTY 6/C!::l/9:5 D~EOFD~'ERLAND SSN 00 IFIRSTI r-- m TOTAL AMOUNT PAID _ RECEIVED B~:~ REMARKS SEAL C,RL F CHRONIe1ER C 0 REED SMITH SHAW & CHECK" ah21 MCCLAY REGISTER OF WILLS WI' ~- "-,'-' '-,'- - -. -..-.- - - ,.- .'~'-'.~-- ..-____.. .._. "'_._,' -:_. .___ ._. '_'_,'~" ..__. ._." n_ __. ,_.. ._ . _.. _.. ._~ H_ .... __. ._~ _.~ ._. _ w. .'.. .__ ,,_ .~. ._ j ',il,' .'it I" f., , ' / 'i ',~ . I ..-....'. L.f- ~ ~ '.4.',:.... -- :". I I '. , '~ . )' n .'''. ,. ~., -~,..,... ~-:-.'7.......--...--1 " , , \ ~, " ......., ". "., ...., ..~ .- '- \ I ';.:u.._ _ _ _'_ __ _ __.. __ _. __ -. _ __ ._. .... _.. ._~ ~~.. ._. _ , ' I . ..-- -- -.- .- .... ."-- ..-. -- - - -- - - .-- _. -.- ,.- -.- ._.~ -- i'-j" ',;l- _;_!l,"'," ;: _ ,,, ;\, ','. ,,' ' , ft. Mo., }:AA'OI2' 441 ,,' COMMO"WIALTHOF PIN, NSYLVA~IA N " ;:, '" ' , DlPI\llTMlNT O. .IVINUI " ;j~\llIn,l~I' ' , OFPICIAL 1I1C111'1' ~ 'INNIVWANIA INHIIIITANCIAND ISTATnAX ' . RECEIVED FROM: B ACN ASSESSMENT I!', CONTROL ~ NUMBER AMOUNT REED SMITH SHAW .. MCCI.AV 113 MARKET STAEET 101 ee:l,QoO';Ol) HARRISBURG, PA 17101-1132 - '010 Hili 1010 HUf 178-16-4013 1M II , 01"1"/91 REMARKS 8~SLR~E8H=~~~~TI~AW "MCCLAV ~- m TOTAL AMOUNT PAID .as, OOO...QO DO SEAL REGISTER OF WILLS , , RECEIVED BY , ! ' I 510i"JII MARV c. LEWIS ,I', RESISTER OF WILLS l. CHECK" NONE ~ \ ,r--~----------------~----------~------'--------------, I " . ' ( _.~' ..r-'- " ". , -......,......-..-.-.,....."'"""d. r ..<1:. I -'. ... - ~. I i \ .,. .... "'"'"'.....w'..... ._... ..... /5- (II-C, COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c-- '* IURf.AU OF INDIVIDUAL TAMES IHItl:RIlAHCE lAM DIVISION DEPI. 110'01 HlAAII'UAO, PA 171l'~0601 IIf'UII 1111' III.hl WILLIAM M ROBINSON REED ETAL PO BOX 2009 POH PA 15230 DATE ISTATE OF DATE OF DEATH FILE NUMIIR COUNTY ACN 11-25'96 CHRONISTER 03-24-95 21 95'0486 CUMBERLAND 101 Aoount Roolttod MARTHA J ~ MAKE CHECK PAVAJLE AND REMIT PAVMENT Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARlISLF., PA 17013 NOn I To Inluro propor orodlt to your oooount, lubolt tho uppor portion of Ihh for. with your toN poy..onl, CUT ALONG TH19 LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ Ri.y:i60.j.ix..AFii.io3r:V6i............iNH.ERiriiNCif.TAX.-sriifEHi.NT-b-F-AC.Couiif......-..._................ lIBTATE OF CHRONISTER MARTHA J FILlI NO.21 95-0486 ACN 101 DATI 11-25-96 THIS STATEH2NT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN IELOW IS A SUl1I1ARY OF lHE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, ANa, IF APPLICAILE, A PROJECTED INTEREST FIOURE, DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT, 11-04-96 PRINCIPAL TAX DUE, 29,036,56 PAYMENTS (TAX CREDITS)' PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE hUMBER INTEREST (-) 06-23-95 AA047930 263.16 5,000,00 12-22-95 AA082446 .00 25,000,00 11-07'96 REFUND ,00 1,226,60- . IF PAID AFTER THIS DATE, SEE REVERSE SIDe FOR CALCULATION DF ADDITIONAL INT"REST, I IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY IE DUE A REFUND, SEE REVERSE SIDE OF TIllS FORH FOR INSTRUCTIONS, I TOTAL TAX CRIDIT BALANCI OF TAX DUE INTEREST AND PIN. TOTAL DUE 29,036,56 ,00 .00 ,00 PUIENT, D.toch tho tOf' portion of th" Nollo. ond ,ub.lt with .our p....nt ..d. p...bl. to tho n.~ .ddr~~ printed on thl r.v.r.. ,Ida. ~ ~ ~ (, REGISTER GF WILLS, AGE~T, !::! to, COHHONWEALTH OF PE~SVLVANI~ N I' RESIDENT DECEDENT r.akt chick or .ontV order PIVlblt tOI If NOH.RESIDENT bECEOENT .aIta chick or 10nl., order pIVlblt l~~ i/l"a :l~ !11 REFUND (CR), C All ply"nU r.calved Ih.ll b. tpplhd flrlt to any Intlrut ~hlch...., b. dut with any r...lnd.r IPP~d to f.' N Ii r.fund of . tlM cr.dlt, ~hlch WI' not r.qullted on thl T~~ R.turn, ~6Y b~ r.qu~.t.d bV ~.tlng ir6 "ApPIJcatlon for R,fund 0' Plnn.Ylv.nl. tnh.rlt.nel and E,t,t. T.." (REY-I!13), Applloatlon, Ir. ,v~'bl' at the Offlc. of the Rogt,t,r of Will., any of the 23 A.v.nuI DI.trlct Offlc,. or frol thl D,p,rta.ntl, 24~hour tn,wlrlne .,(vle. nulb.r. 'or for.. ord.rlngl In P,nn,vlvlnla 1-800-562-2050, out.ld. r.nn.~lv.nl. and wltt,ln 10c.1 Hurl'burg ar.. (117) 717-809.., nOI 17171 772-2252 IHurlnA IIp.lr.d cnl~)' I':' I ..' thl'.tjIy. ;:.~ W Vi () .... REPL V TO, Qu..tlon. r.g.rdlng .rrnr. eont.lo.d on thl. not Ie. Ihould bl .ddr....d tOI PA O.p.rt..nt of R.y_nu" 8urllu of Indlyldu.1 Tallll, UTH: POlt A.......nt R.vl." Unit, DIP\' Z80601, H.rrilburg, PA 17121-0601, phonl (7l7l m-uos. DISCOUNT, If .n~ till due I. p.ld within thr.. (l) ellond.r .onth. Ift.r th. d.eed.nt'. d.eth, I flvt p.re.nt (SXI dl.eount of thl tlK Plld I. .llowld. PENAL TV. The liX tll{ I~nelty non.partlclpatlon pln.lty II eClput.d en thl total of th. till and Int.r'lt I......d, and not paid blfcrt January II, 1996, thl flr.t d.y efttr thl .nd of th. tlK IlInuty plrlod, INTEREST. Int.r..t I. chtrgld blolnnlng with flr.t day of dlllnqutncy, or nlnt (9) tonth. .nd ani II) dav frol thl dttl of duth, to the dttl of PlY.lnt, lUll which ble,.. dlllMu.nt b.fort J.ntJuy I, 19&2 bfll.r InUrllt It thl r.tl 0' .IK ('X) p.rolnt p.r .nn..- calculat.cJ at a dally rata of ,OUOI64, AU tUII whJch b.CIIII dlllnqll.nt on and aHer January I, 1912 will bier Int.rt~t at a r.t. which will y.ry fral caltndlr y,lr to tll.nd.r ya.r with that r.tl ,""ountld by thl PA D.p.rt..nt of Rlvlnul. lht appllclbl. Inttr..t ratl' for 1912 through 19~6 erll Vur InUrll' Rat. O.lh Intullt r.ctar Ylar InUr..t Ratl DailY Intlrllt rtotor 191' 20% _ODOS'" 1~17 91: .000217 1911 1.~ .000451 191'-1991 II~ ,000301 1914 ll~ .000301 199' 9~ ,DQOZIT 19U U~ ,oons_ 199H99\ 7% .000192 191. 10~ ,000271 199H996 9~ .00021T .-Inttrllt h ealculttld .. followlI INTEREST . >>ALANCE OF TaX UNPAID x NUNSEP. OF DAYS DELINQUENT X DAILY INTEREST FACTOR '-Any Hattea I..utd tftlr thl tu bien'" dlllnqulnt will rlfllct ttn Int.,..t calcul.tlon to flftll" (151 dtYI blyond tl\l dl" of the ,........nt. If plY.lnt j. udl aHlr thl Intlrllt co.put.tlon dltl .hawn on thl Hatlet, Iddltlon.l Intlrllt .u.t bl caleulatld, 15-1./1 .~ COHHONWEALTH OF PENNSYLVANIA ~ '* DEPARTHENT OF REVENUE IUNEAU OF INDIVIDUAL TAm 1~ITANO! TAM DIYIIION HaTICE OF IHHENITANCE TAM Drl'T. 110'01 APPNAIIE"ENT, ALLOWANCE ON OISALLOWANCE _IIItJIlO, PA 11.11'"0'01 OF OEDUCTIONS AND ASSESS"EHT OF TAM "N141 0 II' 111.'" DATI 11-11-96 1 ESTATI OF CHRONISTER HARTHA J ,I DATI OF DIATH 03-24-95 FILE NUHlER 21 95-0486 COUNTY CUMBERLAND WILLIAM M ROBINSON AtN 101 REED ETAL r ~t NMUtod -1 PO BOX 2009 PGH PA 15230 MAKE CHICK PAYABLE AND REHIT PAYHINT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiV: i5'4"'.iX.AFP""C ll"":(6)" "Nofi ci"op.i NHiififAiici" fAX "APpiIA't iiifiNT~" Ai. r oWANCi"iiii." no ....."""... DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATI OF CHRONISTER MARTHA J FILE NO. 21 95-0486 ACN 101 DATI 11-11-96 TAM RETUIlH WAS, I X) ACCEPTEO AS FILEO RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN lASED ONI ORIGINAL RETURN 1, N..l E.t.t. CSchMNl. AI 2, stlHll<. _ Bond. ISchedul. IJ S, Clo..l~ Held st..k/P.rtner.hlp Int.r..t ISoh1du1. CJ ~, Horte....IHot.. R~.lyabl. ISohedul. OJ &, C..h/lonk aepo.II.IHI.o, P.r.on.1 Prop.rt~ ISohedul. EJ .. Jolntl~ OWned Pr~rt~ ISohedul. F) 7, Trlll.flr. CSchoduh 'I I, Tot.l A...t. I CHAHOEO ,00 589,652.43 .00 .00 317,622.39 .00 ....u. II) ClJ (2) 151 (~) CSl (6) (7) HOTE, To In.ur. proper or.cll t to ~our ""oount, .ubtoU the upper portlon of thl. for. wIth ~our t.. P.~...,t, 907,274.82 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funer.1 EXlItIn.../Ado, Co.to/"lIo, E.PIll... (Sohedul. HJ (9) 10. llclbh/Hort_ LhbUIUu/LI..,. ISohedul. II lID) 4,219,43 11, Tot.l IlCIduaUon. ClI) 12, Hat V.lue of T.. N.turn Cl2) _ U, CherUabl./Ilo,.r.-.t.1 1Ict",,".to CSohedul. J) IUJ 1~, Hat V.lue of Eliot. SubjlKlt to T.. CI~) NOTEI If In I.......nt WI' 1..u.d pr.v1ou.ly, 11n.. 14, IS Ind/or 16, 17 Ind II will rlfl.at f1gur.. thlt 1nclud. the totll of 6bh r.turn. I......d to dlt.. ASSESSHENT OF TAXI 16, A-..t of LIne 14.t 5PGU..I r.t. (16) 389,022.77 M' 00. 16, AlKIUnt of LIne I~ to.abl. .t Llnell/ClI.. A r.t. Iii) 483,942.74 w ,06. 17. A-..t of LIne 14 I..abl. .t Colllhrll/ClIu I r.t. Cl71 ,00 M ,15. II. Prlnolp.l T.. Duo ClIJ TAX CREDITS I PAV"ENT OATE 06-23-95 12"22-95 30,089.88 ~4.~OQ ~1 872,965,51 .00 87l,965.51 ,00 29,036,56 ,00 29,036,56 ReCeIPT NUlIeN A047930 AA08?446 DISCOUHT C+) INTEREST (-J 263,16 .00 AIIOUHT PAID 5,000,00 25,000,00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 30.263,16 1,226,60CR .00 1,226.60CR M IF PAID AFTU DATE INDICATED, SEE NEVERSE FaN CALCULATION OF ADDITIONAL IHTueST. ( IF TOTAL DUe IS LESS THAN .1, HO PAV"ENT IS NEQUINED, IF TOTAL DUE IS NEFLECTED AS A "CREDIT" (CNJ, VDU KAV .e DUE A REFUND, SEE NEVERSE SIDE DF THIS FDRH FOR IHSTNUCTIOHS,J :j, , t.',; I,' ' fr, ~!i;~ I ',l~"i,] ~'" il,"[ 1~. .\' Ii'; , It,;! _":"1 'T I I i 'I , ~I ,1 I L,:'l >\' " .. " '! , , u" ..- ':-j. L:) L : " "I I \"\11. ~" .~Jl :'1 It.: O() ._ATlON, !It.t.. ., _" dvl.. .. or ...,.,. Doc_, U. INI -- If ... fIlt...' Int....t In tllo 111.1.'.. t,...farr'" tn ........t.. or ..j._t t. CI... I Co.ll.t...1l .....fl.lorl.. ., tho docI_t .lIor tho .",,1,,11... 0' ony ..t.t. I., ltfe Dr for _n, the co.onwt.llth her.v IJCPr.nlw rlHrv.. thl rJ."t to .r.IM Ind .INII tr."lflr lnh1rltlnOtl ,.... t' the .wf\ll Cl'.. . (ooUI'I,..1) ntl on My Iuoh future Inta'lIt. ~lI' NllTlCl!. ,. fulftll tho ,...I,_t. .1 10011.. ZI~O ., tho 1"""'It.... ond Eot.t. To. Aot, Aot ZZ .'1"1, 7Z P.I, 10011.. Z1U, PAYHDITI PetllOh the top portion of thh MUOI Met ....it with your PIY'MI'lt to tM Rllht,r of NUll prlntlel on the r.ver.. .t_. --1Iok. _ or _. o,do, p.....I. tOl REGllm OF MULl, Aom AU "vaIn" r...lvN .n.ll fir.' be 1PP1Ied to InW lnt.rllt which NY bII due with MV ,...lnd1r lIPP\led to tM talC. MIfUID caul A rtknt of . taM or"'U, '-'Ioh .... not r..,.lted on the TI.M Rlturn, ..v be rlqullted by o",I,U", Wi "",UoeUon far Refund of Plmlvl"."I, JrMrltenal Ind Elt,t, Tu" (REY"UlSl. Applloltlon. .r. .".l1ebll It the Office of the "..lItlr of HUh, ww of UM U RlvlnUI Dlltrlot Offill.., or bv a.lIlnt thl lpeel.l 24-hour ."..rlr'll IIrlllel RUIlber. far forll arderJntl In PenntylYenl. 1-'OD~"'4ZOI0, outtlde PMVlnlvll"Il. end .IIMn 1...1 Horrllllu'. .n. (7m 717-'094, '~D' (717) 771-2151 (Hoo,l.. 1....I'od Onl.), OIJlCTlOMI. AnY perty In Int.r..t not HUt'Ied with thl ."r.lI.."t, .1Ic*enol or dIHll0wen0' of dIduotJDflt, or ..H'....,t of tlJ( Clnoludlnl dllGOW1t or InUrllU II Ihawt on thlt NoUe. MItt obJeat within thctv <'0) d.VI of rMll,t of till. NoUo. b.. ".,Itt.. p,ot..t to tho PA Ilopo,t_t 01 RIVIllUO, Ieo,' 01 _10, Oopt, Zllm, Horrlobu'., PA 17UI-lm, OR ....I..U., to hIYt thI ..Ulr detlr.lnId .t IlUdIt of the Mloount of the perlOMl reprl...t.UYI, Oft ........1 to thI Or""',' Court. AONIN IITM TIll! CORM:CllOHl. Featull errort dltOGv.red on thlt ........"t thould b4I Ketr...1d In "rlUng tal PA Oep.rtlMrlt of R."'MtUe, Bur...., of Incflvldull T...., ATTNI Pott An.....,t RIYI... Unit, Dlpt. 210601, Htrrhbur., PA 17121.0601 Phone (717) "7."". lee Pili 5 of thl bookl.t "In.tructlont for Im-rltenc. TI. a.turn for I ".Ildent DtGldlnt" (REY-IIDI) far In IMplenltlon of ~Inl.trltlv.lv correatlbll .rror.. If IlnY tUl duI II 'lid "lthln thrM (S) o.llndtr IMM'ith. Iftlt thl deotdlnt'. delth, I 11.." Plroent U)() dlN....,t of tho tOM p.l. 10 .11...... DIICDUIIT' PfHALTV, ThI 10 tu .-M,ty non-plrtlolp.Uon ,.,.1\y It CMPUted on \hi tote I of thtl tax 1M Intl"lt .....Md, 1M not Plld e..for. JInIIrv II, I"" thl flr.t dtv Ifter thtl end of thl till ....tv ptrlod. Thlt non-plrtlolPIUon ptlMltv II .....Ilbl. In the ... HMlr end In the the .... UN PIt lod .. you would eppeel thl to end Int.rllt "'t hi. bMn 'tHtMel 'I lndluttd CW1 tt'lh noUo.. Intlrllt It ohlrltd betlml", "lth flnt dty of delinquency, or nlna (t) ttOnth. Ind OM <I) dlv frM tM dltl ftf dHth, to the lilt, of P'VMnt. TAlC" Ntdoh beG.. cMlI~t Mfotl Jenuerv I, 1'" belr Int.rllt .t the tit. of Ib (~) percent Plr ..... o,lO\lllted .t I dllh "t, of .000164. All tlXII ...,Iah bM.. dlUrMf.*\t on ... ,ft,,. JInuIrw 1, 1'" "Ill bur lnt.,..t .t . rlt, which "Ul ....rv fratl o,ltndlr Vetr to o.lendllr y"r "Ith tMt rlt. ~ bv thl PA o.p.rt..nt of A.venut. ThI ."llolbl' Int,r,.t r.t.. for 19'! thrOUlh 1'" Irl. INTQIIT' lilt' Int.rllt Rlt, o.l1y Int.r..t F"tor Xl!! lnt.r..t A,t, 1'17 'X 1911-1"1 IU 1"1 'X I"S-lfM 7lC 1"'-1", tX Dally Intl,..t 'MtDr I'" INS 1914 IMI I'll ....Jnt.,...t IU ,OOOMI I'X ,GOOIIl IIX .000SOI U,'( ,OOOSH IU ,ooom It OIloullt. II '0110.11' ,000247 ,ODDSDI .000247 ,00Dln ,000147 IMTIIIIT . IALAMCB OF TAX UNPAID X HUKIll OF DAYS OELINQUENT X DAILY IHTEIBIT FACTOR -.An. NoUo. It_ .ltor tho t.. boo_I doll_t .111 roll..t .. Int.,nt o.lwl.lI.. to Ilft_ CUI dov. ........ tho IIot. 01 tho .....-.t, II PI_t II _ .lIor tho Inlornt o_t.lI.. dot. "- on th. MoUN, .deUtltIN1 Intl,.lt ..tt be calcullteel. J5-'f/-& BUREAU Of INDIVIDUAL TAXES INHERITANCE TAM OI~ISION Dt:PI. 180601 HAARISIURO, PA 11Il'-0601 c. ~ i~'" il\ 'lW t COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN lIj..lIlf'''lI1.tll 11-11-96 CHRONISTER 03-24-95 21 95-0486 CUMBERLAND 201 MARTHA J WILLIAM M ROBINSON' REED ET AL PO BOX 2009 PGH PA 15230 E--A.ounl Re.ltted - l MAKf. CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To lnlure proplr IJredlt 10 ~our eocounl, lub.lt Ihe upper porllon of Ihh for. with your to. pey.enl. CUT ALONO TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RIV: UY"iiC "AF p. - m-:9" i"" -"" i.1i - Nor i cI - iiF" -Di i'IIi H i NAT ioN' - AND - As-sES'sM ENi'"" --- -""" -- - on -" - - - - - - -"" -" OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF CHRONISTER MARTHA J FILE NO,21 95-0486 ACN 201 DATE 11-11-96 ESTATE TAX DETERMINATION 1, Credit For state D.ath Tax.. a. V.rified 15,69.L,ll. 2, P.nn.ylv.nia Inh.rit.nc. Tex A....s.d (Excluding Di.count and/or Int.r..t) 28.773,40 3, Inh.rit.ne. Tex A......d by Oth.r Stet.. or T.rritori.. of the Unit.d Stet.. (Excluding Di.count end/or Inter.et) .00 4. Tot.l Inh.rit.nce Tax A......d 28.773 i 40 5, P.nn.ylv.nia E.tat. Tax Du. ,DO TAX CREDITS I PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) (1,\ ,,'..1 (;1:-1 I 1"-' >-'J L", ,,' .,' .':. ~ ::1 u~ Ou TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE ,00 "IF PAID AFTER THIS DATE, SEE REVERSE SIDE lIF TOTAL DUE IS LESS THAN tl, NO PAVHENT IS REQUIRED fOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REflECTED AS A "CREDIT" lCRl, VDU HAV HE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH fOR INSTRUCTIONS.) " '"., \': '; ",'j " ,,;'! , I .tl )',:1 I',' "I ,.1'1 'I :, , ! ",' " , I,: '~ .1 , I ,I )',.1 ,',t I ,:;,i, ,. _OlE 0fI NOTICE I To fulfil! the requlr...ntl of Slotlon 2145 Cb), of thl Inhlrlt.nOl .nd Elt,t, TIM Aot, Aot Z2 of 1.91. In P.I. Stellen 21m. PAVttENTI Dttloh thl top portJon of thh Notlc. .nd lub.lt' with vour p'VIl.nt to thl Righter of Wllh printed on th4l rllItr.. Ildl, -- H'k' ,h,ek or ..n.. erder ....bl. 101 REOISTER OF MILLI, AOENT, All ply..nt. rlCliv.d .hll1 b, applild flr.t to any Int.r..t which .IY b. dUI with .ny rl.llndtr APPlltd to the tiM, Re,LlHD CCR1' A refW\d of I tlM ,Utdlt .IV bl rlquuttd bv COaplltlllg.n "Appllutlon fnr Rlfund'of P.nnIVIIJMla Inherlt.not .nd Estlt. T.lt" CREV"UU). AppllcaUon. ar..v.lllblt It the Office of thl Righter of MUlt, .ny of thl 21 Rlvtnue Dlltrlot OffiCII or fro. the DePlrt.lnt', Z4.hour Inlwlrlng IlrvleM nUMblr. for for.. ord.rlngl In Pennl~lvlnl. 1"800"J.2"2050, outlld. P.nnlvl".nll ~ within 10c.1 Harrllburg ar'l 1717) r87".094, TDD' (717) 77Z"2252 CH..rlng 1."lr.d Only). DIJECTlOHll, RDIUN- ISTRATlYf: CDRtlECTlDHS' PENALTY, INTEREST I Any Plrty In Int.re,t not I.tl.fled with the .....I..nt of tlK .1 Ihown on thl. notlc. .~v objlot within "Mty (60) diva of r.c.ipt of thll Notlat bVI ....~rltt.n pro,.,t to the P' D.p,rt..nt of RIV'nu., laird of APPIII" Dlpt. Z81021, H.rrllburg, PA 17121"1021, .....I.otlnll '0 hlVI 'hi ..Her dlt.r.ln.d It ludlt of tht p.t.onll reprll.nt,tlv., OR ulpp.,1 to the Orphan,' Court, OR hctUtl .rrorl dhcov"'d 011 thh ........,..< should bl oddr....d In writing tal PA OtplI't..nt 0' Rlvlnue, turt'" of Individual TIM", AlTtil Po,t A....I..", R.vll'" Unlt, D,pt. za0601, lIarrhtxlr" PA 17126"0601, Phone (117) 187-6505, SII PI" S of the bC:lokl.t "In.tructJon, for Jnh.rltlncl hKRlturn for a RttlDent Decldent" (REY~IS01) for In 'Mpl,",tlo" of ao.lnl,trltlv.lY oorrlot.bl. .rror.. TtMI 1I~ t'll ,,,,,,,'y non-plrtlolpatJon P'Mlty II co~uttd on thl totll of the tilt end Interttt .....IId, Iftd not paid blfore Jw.utrv II, 1"6, the flret day .fte, the end of tt1. tlM ..nil tv period. This non"ptrUot'PltJon pen,ltv 11 IPPllllabl. In thl U" IInnar ,nd In the the .... thll p.rJod II YOU would .,...,1 thl taM Ind In'erllt, thlt hit been .......d II Indicet,", on thh notle.. ror dotll 0' d..th on or .ftlr 10-3.91, P,nn'Yl"tnll E'tlt. raM bl.ld ON thl f.dlral Elt'tl TI~ re'urn blOo.., dellnqulnt It the IMplr.Uon of nlnt (09) .onth, frOll the dlto of de.th. for dat.. of dtt'h prior to 10~J-91, P.nnlvlv,"l, EUat. Till bl..d nn tM f_,.1 Eltet. TIM r"turn b.cOItII delinquent .t thl IMPlraUtfl of .iIMIt" tll) .onth. frOM thl dati of de,th, T'M" Which beo... delinquent blfor. Janulry 1, 1982 b.., Inter.,t .t the retl of .IK (6;() plroent Plr """'-W cl1cullttd It I d.lly rt'l of .000164. All tlM.. which biOI.. dellnqu.nt on ur Ifter JInUl'lry 1, 19t1 will betr In'er..t .t . rltl whloh will v.ry fro. alllndar Yllr to cII.ndar Vllr with 'h.t retl lMOunctd by thl P, D.p.rt..nt of R'vlnut, ThI tppIIClbl1 Int.re.t r.t'l for 1911 through 1996 .r'l V..r Inter." Alt. DillY Intlr..t f.etor V..r In'er..t Rite 0'1" In,,,"t F'o'or 1?1l lOX .oonu 1917 OX ,000147 IOU 16X ,000431 1011.1991 !IX ,000301 1014 IIX ,000301 1992 9X .000247 1915 13X ,000356 1993-1094 IX ,000192 1916 lOX ,000214 1993-1006 OX ,ooom ""Int,,"t I, cllcul.t.d I' followlI INTEREST' BALANCE OF TAX UNPAID X NUKBER OF OAYI DELINQUENT X DAILY INTEREST FACTOR ....Anv Hotlal l'lu.d tft,r thl tftk bleo... d.llnquent will rlfl.ot In Int.r.,t alloulltlon to flftl,n (Ii) dtve bnOnd thl d.t. of the ........nt, If ply..nt II lid. aftlr 'h. Inter..t CDllPut.tlon date ,hown on thl Notlc., tddltJon.1 Inttrllt ItUlt bl Cllcullt.d. (f5..t/I..-~ BURIAU 0' INDl~IDUAL TAMIS IMHlAllAMCl lAX DIYIIIDN DlPI,IIOUI HARAlllUMDo PA 11111-0601 \ :\ \ I \ f, , - PAVMENT RECEIPT 01 SCOIlNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) TOTAL TAX CRI!DIT --' ,00 ~LANCI! OF TAX DUI ,00 - INTI!RI!ST AND PIN. ,00 TOT AL DUI! ,00 - COMMONWI!ALTH OF PI!NNSYLVANIA DI!PARTMINT OF RIVI!NUI! NOTICI OF DITr.RMINATION AND ASSI!SSMINT OF PINNSYLVANIA ISTATI TAX IASID ON FIDIRAL CLOSING LUTlR DATI ISTATI! Or- DATI OF DIATH FILl! NUMIIR COUNTY ACN tlHUU",UH" WILLIAM M ROSINSON REED ETAL PO BO){ 2009 paH PA 15230 04-07-97 CHRONISTER 03-24-95 21 95-0486 CUMSERLAND 202 C:::=~MTI-\Id--] HAKI! CHICK PAVAILI! AND RI!MIT PAYMINT Tal MARTHA J REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 on', ,. ...... ~..' ...... .. ,.., ~.,"".. ...... ... ..... ,.,..,. .. .... .... .... ,.., ... ,,,"'" CUT ALONG THI8 LINI! ~ RITAIN LOWIR PORTION FOR YOUR FILES ~ ii,V: If' -1'- i;;- "flf :i; r-- - -;noi;"" ii" -,;ll" ;ii!!;lii -Ail, -li,;;"'''' - ------ -- n__ --- n_ --- -- - - -" OF PI!NN8VLVANIA ISTATI TAX IASID ON FIDIRAL CLOSING LITTIR .. ISTATI! OF CHRONISTER MARTHA J FILl NO.21 95-0486 ACN 202 DATI! 04-07-97 ESTATE TAX DETERMINATION 15,697.08_ 1, Cr.dit For stat. D.ath Tax.. aa V.rifi.d 28,?73,4.J!- 2, p.nn.ylvania Inh.ritanc. Tax A.s.ssed (Excluding ai.count and/or Interest) .00 3. Inh.ritanc. Tax A..as..d by oth.r States or T.rritori.. of the United s'tat.. (Excluding ai.count and/or Int.re.t) 28117~.40 4, Tot.l Inheritance Tax A.sessed 5, p.nnsylvenia E.tate Tax Due 6, Amount of Penn.ylvania E.tate Tax Pr.viou.ly A....s.d a...d on Federal E.tate TaX Return 7, Additione1 Penn.ylvania E.tate TaX Due TAX CRIDITSI AIF PAID AFTER THI\I DATE, SIE RE~ERSE SlOE llF TOTAL DUE 1\1 LESS THAN n, NO ,AVHENT 1\1 REQUIRED 'OR CALCULATlOtl 0' ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), yOU HAV BE DUE A REFUND, SEE RE~ERSE SI~E OF THIS FORH FOR INSTRUCTIONS,) , OIL ,00 ,00 , ' ~Q ~ :1)ffi' !l) .-, ..,' rr HiO F",el ~ .."., ',' i. '(., ,I ,i! 1,.1 ,', 'I ; : (.'1 '-.:1 ,jl J,I' I! !.'I,I. ,i _IW NOTIC! , , ;0<: ~ ':, ;:.. ~1 ~ ., " ~.. Ie' ;;..;,/ liin - To fulfUl the raqulr...nt. of Slotlon 2141 (b) of thl Inh,rUllncl and Elt.t. h~ Aot, Act 21 "oU.. till), N U1 of 1911, (7' P,I. PAMHTI Dtteoh thl tC'IP portion of thh Notlel and lubltlt with your Ply..nt to thl Rlaht,r of Willi printed on the rav.r.. .lcIt. .. HI" chock or 10nlY ardor p,,"bl" tal REGIITER OF MILLS I AGENT, KPUMD (CR), A refund of . hI( credit .IV bt rtqullted by oOIPllUf\U In "Appl1cIUon far R.fund of PaMlvlnnl, Inhlrltancl Ind Eltlt, TI)I" (REY-U1U. AppllolUon. .r. l"llhbl, tit thl Offlol of thl Atglahr of Wllh, eny of the IS A,venul Dlttrlot OfficII or frail thl DIP,rt..nt'. 24-hour Inl...rJng IIrvlet nu.blr. for for.. ~rdlrln'l In PennsVlvanla 1-800-362-2050, outlldt Plnn,,,lvlnl, Ind wlthln 10011 Hlrrl,bur, .r.. (717) 7'7-'O'~, TOOl (717) 772-2252 CHurln, I.Pllr.d OnlY). DIJfCTlDMS, AnV plrty In Intlr..t not ..thflld with the ........nt of taM It. thown on thlt noUn ~'Y obj~t within Ibty ('0) d.YI of r.e.lpt of thlt NotIoa bYI --written prQt..t to tha PA Dlparttent of R.o/.nue, Baird of .PPlIlI, Olpt. 211021, Hlrrhburll, PA 17UI-lOZ1, OR --,lIotln, to hlYI thl ..tt.r dltar.ln.d It ludlt of th. p.rllonll rlprl.,nt.U"e, OR "",,"1 to thl Orphan.' Court AlllnH" IITRUlY! CDRRl!CTlDH" FeotuII "ror. dlt~o\l.,ed on thh .u.....nt thould b. .ddr....d In writing tal PA D.part..nt of Hlvanue, lurl'" of Indh/ldu,,1 Tt'lltl, ATTNI Vo.t A.....Hnt R.vllw Unit, D.pt. 210601, Hlrrhbur" PA 17121"0601, Phona (717) 717-6505. Sa. p.ge 5 of the batik let "In.truotlo", for Inherltlnoe TIM R.turn 'or. Rllldtnt Dacedtnt" (REV-ISO!) for an 'MPlanatlon of a~lnlltrltlv.lv corraot.bll arror.. PliMAL TV I The 1S~ taM .ltOutv non"p.rtlolpatlon ptnaUv II UOllPUttd on th. tobl of thl hiM .nd Intlrllt ,..o.Md, and not ,.lld bllon Janulrv II, 1996, thl Urlt claY after thl Ind of the tlM unlltv p.rtod. Thit non-participation penaltv it applllabla tn thl .... lannar and In tha tha .... tllll p"lod II you would Ipp..l the tlM Ind Intlrut thlt ha. bttn .......d a. Indloltld on thll notlcl. IHTERnT, AckUtlontl Plnnlvhanll e.t.ta TaM .......d II . ralult of I ching. on the F.d"al E.tlt, Tlx clolln, IIU.r btCottl dllln"lnt It the 'MPlratlon of OMl (1) tonth frol thl d.tI the fln.1 notlcl of 'thl loa"... In Ftdtral Elt.t, TlIC II rlc.lv.d. T'ICII which beG... dtUnct'*1t b.fora Januarv 1, 1912 bllr Int.r..t ,t thl r.t. of 11M (n) p.rcant per ennUII celcuhttd at . d.11v r.tl of .0001641. All taM" which b.e... d.U"...nt on or after Janulry 1, nit wUl blar Intl"l.t It . ret. which wUI YtrV frOfll cal.ndlr Vllr to callndar Yllr with that ,.ta IMounc.d bv the PA DIp.rt..nt of RIVlnue. Tha .ppllolbt. Intera.t r.t.. for 1'12 through 1'" arll '!!!! Intlrllt R.t. DillY Intar..t Floter :!!!r . Int.rllt Rat. Dlilv Int.rut F.otor 1912 ZOX .OOOSU 1917 9X .0001\1 un 16X ,000411 1961'1991 m .000101 191' \IX .000101 1992 9X ,0001\1 un UX ,000n6 1995 "199' n .000192 1916 IDX ,000116 1995"1997 9X .0001\1 -..rnt~".~ II c.loulltld ftl followlI INTEREIT . BALANCE OF TAX UNPAID X NU"IER OF DAYS DELINQUENT X DAILY INTEREST f'ACTOR ....Any NoUc. 'lIued Ifter thl talC bloOlll. dlUn..."t Mill refllct an Intarllt c.loulatlon to fifteen (IS) dlY. b.vond thl d.t. of thl .......-nt. If ply"nt II ..dl\ Iftar the Intarllt COlputatlon d'tl ,hown on the Notlc., tdcUtlonll Inter lit IN.t ba c.leul'tect. .,1, \ I '/1 l- i, i ,j' 'I :i: " (, " r \. (O."'^Ofl) 960 Il!ldV '0091: \1110:1 Sd - 11 ~y ~, ~ B Il. .'~ ~ '!i; .; ~ ~ ", "g T> ll!l oi, J! Il P .~'lJ " q' ~ 'Ila I!~~ For ~ ll,? :::, l.l' ~ ," t 1"~ "I r,,, I., 1.k!' Sl 1., M ,J ' ,'f' ~, , I, Jl '. g, ' . ~. ~~ ~full ~.~ N~ u ~ 1\ 1\ 1\' ~, i.\~ ~\, ~ ~ ~ r,if ~,,~ ~.~ tL 1 '~ ~,r ]1\''"01\ '~ . ~~ ~~.~ ~f, ~~~~ ~1] .:%,..~ .~ ~ x ~l\. ~.~ ~ ~ ~ ill ~lir,l ~ ~ua11'J~ ~fj, liY~'fI~ ~ ~,d i ce ~'~lifi 1111" ~tJ' a r~ H Ii !l. ~ r~ '~~Cl i ~ ~~: ~. .8.~ I~ ,'I !\ tl '~!' t~ 1 ~ ~ h k~rJ ... ..m \l ~ a) u ~,~li '\ B" ~;; r, l\ 1:' ~ ,.~ li l' \lj.i \1 1! ~ ~e ~ ~ ~? l! n M" '~~ ~~! .~ t ~ ~.~ ~ 'P. ~ 'I~ h ~ liM ~ B . ~ ~ ~ "~I ~ 11~ J 'li \l! " '. I! ~p. -t {~~H. ~,~ !t\\~~ ~J \l~l ~ 11 t.: 'Ii I 2:: l\ ~u ~ l~ ~ ' ~,tl t ,I -~ ti ~ .~:;J' (\1 l. Fi H ,!~~ .,. M lli~! tti , ,. ;I," 'i-i . \ ..,,> ..., -,'. p"- #~....., ..... I, i, " ' '~ , \', ' ,I ,{ , , , \ ~I ,\ 1'- , I Flrst,Cla.. Mall l Postage & Fes. Paid I USPS I , Permit No. (1.10 I . Print your name, addresll, and ZIP Code In this box · . I AITI~: V. L;L/\{ A- I 1<,f:Ll\STLdZ Dr W.IL["~ : l Co u, R..f1.tD Llt.l-- \..":Q. t CA1ZLJ SU':: I PA . 11013- . I I , ' I " " ' ,'. J . ._....."....,;.;'...'.I~_,.~..""_~~..v--"<""',._;:". -.- '.,' _.~..I';,..-. ",....",",'....T""r- , ,.. i' " :. '~_.' ~~. \ t . .. , ' f 'I' ,","'^ " i ( . . .,\ ,', ," I , ",' , , lJNITeo 8TATes POSTAl SERVloe 111\1 \ :' " ." ,,' .' , , '11 , ' " , " ,. " .,0. " " ,I' t f I' /A ",1 ' , .. '. ~"1. . " " /' , > ~ , I,{ , ' ,'" \, f)'.. ..' ,~:. ' ~ j , ..," r '\ I" ,,'..' "\' . . ,~ '_', ,t ,," .' . 4 . . ( 1 l~ ,', , , c>i' \~. I , " ," 0, " , " , " l 'I. J ' 'I ,', t' \ '" ',' .~; " . , ,." , , I, :r I ' ','" "'.. ,.......~.f'i -::~----_.:-.__ I~ .,' ", , , ,- - T~ """"I ....1'. ::"~ " ,I.~~:~l' " ", ' , "," ' '" ...- " 'f' i, . - :1\ -~~ ~ ) II ~ il K [', ',': ~ ".. if \, I, I" "~,I :-'~ , i, , I it " ! ;, rll .' ! ':, ( i, 'I' " " i-i- " ~: I " : ;,i _ . IRD/June 30, 1992/17858 APR . 1 2000rl In Re: Eltate of MAH'IWI JANl~ ailWISTI~H Late of HlIMPDEN 'l'CkINSHIP ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OP CUMBERLAND COUNTY PENNSVLVANlA Estate No,: 2111995.0486 . : No, 1995.0486 NanCE OP FAILURE TO FILE SfA'nlS REPORT AND REQUEST '1'0 CONDUCT A HEARING PURSUANT TO RULE 6,12, SUPREME COURT ORPHANS' COURT RULE . Personal Representative: Counsel for Pmonal Representative: OlHISTOPHER Zh"TI'LEMOYEH, ESQ., Date of Decedent's De.'Ith: 3..24.1995 Date of Delinquency Notice: 2..1112000 The undersigned, Mary C, Lewis, Register of Wills, In accordance with Rule 6,12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of Cumberlllld County, that neither the above named personal rllpresenlatlvll nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notl<:e, pursuant to Rule 6, 12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 2tlb2000 ,19_, and that the ten (IO) day nOllce to file the Status Report has expired. Accordln.ly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a he.'lrlng to determine whether sanctions s uld be Imposed upo~ the delinquent personal representative or cou e delinquent personal r rreiatlvo,' Date: ~6..2000 ~ Distribution: Personal Representative Counsel for Personal Representative Estate File A HEARING IS SOiElJULED FOR CUJllTRnI 00. 3. IF THE STl\ WILL AUJ'I'CWITlCALLY BE CANCEL ;L A'l' . 9, 3<) IN fmrol{\' IS FILEI) PHIOH TO THE HEARIl'Kl 1)1ITE, '!liE HEARING .J. -~~V~~":-"''''.''''~':'~_-U , .'\I\-~,....~,..-I~'-. "'''r.,.-,~,''''t;'1;--'-:~ .', (/ CUMBC:RLI\NlJ IN THE COURT or COKMON PLEAS OF ~ COUNTY, PENNSYLVANIA IN REI ORPHANS' COURT DIVISION 21-1995-0486 ) ) ) ) ) NO. 1995-0486 , " " E8t.t. of Martha Jane Ulronister '" STATUS REPORT UNDER RULE 6.12 Name of Decedent: Martha Jane Chronister Date of Death: March 24, 1995 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court RUles, I report the followi.ng with respect to oompletion of the administration of the above-captioned estate: 1. state whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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 X No b. The separate orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an acoount informally to the parties in interest: Yes No d. Copi.es of receipts, releases, joinders and approvals of formal or info I accounts may be filed with the Clerk of orphans' Court an m y be. tt t this report. Date: ",i !: /06 :"f ", if (.~) J F'I: I. ';5 _~ :11,-:':: 0\ - :.J " ~ ',' ", " (j 1..)1 'Ii ~~ a ~l ,)1 u jgnatur Name: Chris opher ettlerroyer R ith Shaw & McClay LLP Address: 213 MarKet Street - 9th Floor Harrisburg, PA 171 01-2132 Telephone: (717) 234-5988 Capacity: Personal Representative X Counsel for Personal Representative , I~ I , '. STATUS REPORT UNDER RULE 6.12 Name of Decedent I Mar~Jane Chr:oniA~..r F."~A~" Date of Deathl March 24, 1995 Will No. Admin, No, 1995-00486 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whet.her adminIstrat.lon of the estate is completel Yes No K 2. If the answer Is No, state when the personal representative reasonably believes that the administration will be complete I December 31, 1997 3. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes No_____ b. The separate Orphilns' Cuurt No. (if any) for the personal representative's account is: c, Did the personal representative otate an account informally to the parties in interest? Yes_____ No d, Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date Iv' (l~)i'<'i. II 1'7 ,,-; (J';J. / , ..(I.~I..n,(AAJ: i/~ Vel 'I.) , 1JI' ... . .1111n:) Ji1ID Ie. (/'<- (. { . Signat.ure Carl l1'. Chronister Name (Please type or print) 213 Market Street: Harrisburg, PA 17101 Address 6(: llV 2- Mdll 1.6, ~qll/! .. .: i:"H 10 .. Ii Hnot] (MAHI rmf IAM3) . _...---~ t' " 'II " STATUS REPORT UNDER RULE 6,12 Name of Decedent I M,1rthn ,). Chronistf'r Date of Deathl March 211, 1995 Will No. Admin, No, 21-1995-0486 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1, State whether administration of the estate is complete I Yes No X 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete I Auqust 31, 1998 3. I f the answer to No. 1 is Yes, state the following I Ule a Unal a, Did the personal representative account with the Court? Yes No b. The separat.e Orphans' Court No. (if any) for the personal representative's account iSI c, Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releasss, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, Date I April 20, 1998 lD~l, JI.'\. f?v~ 00 911: '0 \'I .'!J N :J I" ~:;' a- " . () r", :. ,'- ,I- " ) , " ~ " " n ,') " ~ j 1) ill n'cii " ~'. '. . q) C,l Jl <.~ &jtll ~ d a:CC Signat.ure IHlliam 11. Robinllon Name (Please type or print) Reed Amith Shaw & McClay, 435 6th Avenue Address Pittsburgh, Pa 15219 (ilD I 7RR_<7r,(; Te I, No, (MAH I rmf/ AM3) CapacitYl Person~l Representative x Counsel for personal representat i ve .,.,.n '" '\',', ',', II ~ .' . I' " :,J\ 1:., " ':'1' j~( l\. JRD/Juno 30, 1992/ 17858 REGISTER OF WILLS Cumberland Counly Courlhouse One Courthouse Square Cnrllsle, PA 17013 NonCE PURSUANT TO RULE 6,12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: CAHl, CHHONISTb:H REI Eslate or MAHTHA J CHHONIS~'b:H I Dec:ensed, Lole or CAMP HILL Esllte No,: 21'1995'0486- Date or Decedent's Death: J - 24' 95 Pursuant to Rule 6,12, the above named personal representative or the above named attorney, If. applicable, within two (2) years of the decedent's death, and annually thereafter until administration is completed, Is required to t1Ie with the Register of Wills a Slatus Report as required by Rule 6,12, In aubstantlally the prescribed form, showing the date by which the personal representative, or attorney, as . applicable, reasonably believes administration will be completed. The purpose of this Notice Is to advise you that unless tho requisite Status Report Is filed with the Register of Wills or Clerk of the Orphans' Court, u appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is NqUired to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that aald Court conduct a hearing to detenmlne whether sanctions should be imposed upon the dellnquem personal representative and the delinquent personal representative's counsel, if any. AccordiD&1y, If the requisite Status Report Is not flied by 4-30 ,19....9,8YoU are hert.by advised that &request will be submitted to the Court In accordance wlt~ Rule 6.12. Date: 4.14.98 Dlstributionto Ballte File " ';'1