HomeMy WebLinkAbout95-00522
';_--~,~f~;;i~1'.T:r~.~~~/''{7.,
,-,'-
a:l t~~
.... If)
0 f;1 :>0:;
N 0
'0) C\. , J
'?i ...~" .'~
,.. .. )
Cl \0
".. I 'J
'l,
'J> C.l_ ::4 -;~r
p ;'~5 .!J
O'El ,;.~ .LJ
<.> r.} ~. '-'E
wo:
0: ~8
.\
<'
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumbel1and
The Pelklonllt' ebove-named 8W&arll and amrms that the 81ataments In the foregoing Pelklon are true and correct
to the bB81 olllle knowledge and belief or Pelklonllt' thai, B8 personal reprD8llr1lallve of the edent, Petklonllt' will well
and truly IIdmlnl8\llt' the B8Iale according to law.
SWorn to and amrmed and 8ubacrlbed ('"
before me this & day 01 \./
July, 19, 1996
'1!~(' ,lh1O~ fU'. (1.0.... )c.1J~.. ~.
\~ '[uipt,O
-
No. 21-q~-~12
E8\ale of JOHN MACMuRRAY. Deceaaed
Social Securky No: 111().()9.1268
Date of Death: Julv 2. 1995
AND NOW, July 11 . 1995, In consideration of the Petition on the reverse side hereon,
satisfactory proof having been presented before me,
IT IS DECREED that Letters Testamentary are hereby granted to JOHN C. MACMURRAY In the above
estate and that the Instrument dated June 25. 1993 described In the Petition be admitted to probate and
flied of record as the last Will of Decedent.
FEES
Letters..., "..., I""" ",., "." $ 480.00
Short Certlfloate(s)""""" $ /,5.00
Renunclatlonllllll"" I" "... $ 5.00
Affidavit ( )1.....'''..".... $
Extra Pages ( 16)......".... $ 48.00
CodJoII., 1'............1111.11... $
JCP Fee"'"'''I''''''''''''''' $ 5.00
Inventoryl'" 1.1",...111..11... $
Other.... 9.9.~ ~ ~~..."....,.... $ 1.50
'rY)1A~(I ;A,,;"" tD. (I.a. '}~~. 00fl.~
Register 01 WIlls
Attorney:
1.0. No:
Address:
Donn L Snyder
06858
315 North Front Street, P.O. Box 741
Harrisburg, PA 17108-0741
TOTALul............ $ 564.50
Telephone:
717-236-9377
//kdJ J(~ I t!l1d~ 7-/2' 7'J-
~
I~ ~
;
\,
1
t
,
''-
"!,l
,
',.
"
..
,IS
,1
'...)'
,
"
.1
I;~
'"
"I'
.
;t..:,
..
)o.~
!';
.'
.
,I'
,
"
~.
O.!Q
~~~ :~ .
Co
If)
N
n.
,~if
o
. ,
, t')
()
t
I' ,'2;
"1':"
If} \1'
'o'Zi
,-...-
o ;':'TJ
&l ~,
0:0:
\0
I
.
,
~.
"~?
\~ '
,
".=3
~
ll.l'
..0
'. E
..9!::J
'UU
,-
01/)
.-
""'.:;;
a:l
1,1')'
N
o.
\0
I
.,
,.
,.~
~~
')
.-' ..-:,
,.t)
~f.1
/~:~
'"
,~.n
'"E
Q)::I
0.0
.'
: ~J .Co!
u "oJ
Q ;;1
() C",)
Wo:
ex:
~
~
i'
Register of Wills of Cumbel1and County, Pennsylvania
,
\\
I~
I
RENUNCIATION
E8181e of JOHN MACMURRAY
No. 21-95-522
Decll8llell
The undersigned, HELIlN C, MACMuRRAY. SPOUSE. AND MARCIA ANN STARACE JANFOUA, DAUGHlER of
the ebove Decedent, hereby renounce their right to edmlnl8\llt' the estate and respectfully request thai
l..eIIers Tealarnenlary be Issued to JOHN C, MACMURRAY
WlIness our hands this ..L day of July, 1995, ..
TflrfM/ H~~T:~:~~
445 Devon Roed
Camp Hili, pennSYlvania 17011
~(}).
Marcia Ann 51 e J f lIa
VII 'VIII G.luu,A
Rome, Italy
SWom to or afflrmed and subscribed
before me this day of
July, 1995,
0(") t~ :rJ~
c::-
=1~ i',l' ~~:!
c- ~':)
..
, F .. o.
... '.'l
I
0\
'"j
.0 '"
, N c;r
..,' 9-
v ,- In
". ::-1 00
My eommlaelon expires:
l!fliAqlAL SEAl.
M.ronntta f. Millar. llatory P,lI>l1e
H."'1,bu'"li, P^ &uph1R Cou~
~ C/JRo.ln1on (.p1AI llO'I. 21. lD9I
-
~. ~ i QJ
I:: ~
tl
!:! ..
m ~
g
.
.
--.---... _t_...~..__ ,,- -~~--
~
~
.
.
.
"
T ~OHN MACMURRAY, declare this to be my Will. I am
domiciled in Cumbsrland County, in the Commonwealth of
pennsylvania.
Fl:RRT:
My executor or executors ("my executor")
shall pay, out of the residue of my estate (as such term is
defined in Article SIXTH (A) of this Will), the estate and
inheritance taxes imposed by reason of my death, including any
supplemental estate tax imposed under section 4980A of the
Internal Revenue code of 1986, as amended from time to time (the
"Code"), irrespective of whether the property included in the
determination of the taxes passes under this Will, and also
including any tax imposed under Chapter 13 of the Code, or any
corresponding provision of state law, on a "direct skip" (as such
term is defined by section 2612(C) of the Code) occurring pur-
suant to the terms of this will, and the taxes shall not be
apportioned against or recovered from anyone. Any interest and
penalties on the taxes shall be deemed to be part of the taxes.
SF.COND:
I direct that my body be cremated and my
ashes interred at the country home of my son, John C. MacMurray.
THIRD:
I direct my executor to pay my final medical
expenses from the residue of my estate as expenses of administer-
ing my estate.
FmmTH:
lAl I give my tools, including lawn tools
and equipment, and my workshop equipment to my son, John C.
MacMurray, if he survives me.
tal Subject to the provisions of paragraph
(A) of this Article, I give my tangible personal property (except
for cash and securities), and any insurance on such property, to
my wife, Helen E. MacMurray, or if Helen does not survive me,
such property shall be distributed in accordance with the
provisions of a memorandum which my wife and I have prepared
together, which presently is in existence and which is hereby
Page 1 of my Will
7~
113646.3
cr1i1
.
.
.
incorporated herein by this reference. If within six months
after my death the memorandum cannot be located, I give my
tangible personal property to my issue who survive me, ~
stirDes.
FTFTH:
1Al If my wife, Helen, and any of my issue
survive me, I give my trustee or trustees ("my trustee") that
sum, if any, that will so reduce tho amount of property passing
under Article SIXTH of this Will as to bring my taxable estate,
as finally determined for united states federal estate tax
purposes, to the highest figure at which the United States
federal estate tax thereon will be no more than the total of the
credits allowable against the tax. My trustee shall dispose of
such property as directed in paragraph (C) of this Article FIFTH.
1al Assets distributed in kind in satisfac-
tion of this legacy shall be valued for purposes of the satisfac-
tion at the respective fair market value of the assets on the
date or dates of their distribution. Nothing in this Article
FIFTH shall be construed as a direction to my executor to make or
not to make any election available under the tax laws applicable
to my estate, or to take into account or disregard the effect of
any such election on the estate or inheritance taxes payable upon
my or my wife's death.
~ The property to be disposed of as
directed in this paragraph (C) shall be held in trust to be
administered and disposed of as follows:
-L!l During my wife's life, my trustee shall pay as much of the
income and principal of this trust, even to the extent of
all or none, at any time or from time to time to my wife as
my trustee (subject to the last sentence of Article EIGHTH
(8) of this Will) shall determine in his discretion.
(21 upon my wife's death, my trustee shall dispose of the
balance of whatever property then remains in this trust as
my wife may appoint by her will in accordance with the
provisions of Article NINTH hereof. subject to or in
Page 2 of my Will
9~
113646.3
Cf41
.
.
.
default of my wife's appointment, my trustee shall
distribute the then remaining trust property to my issue,
~ stiroes, or if none of my issue is then living, my
trustee shall dispose of the then remaining trust property
as directed in Article SEVENTH of this Will.
SIXTH: tAl If my wife, Helen, survives me, I give
to her the residue of the property I own at my death, of whatever
kind and wherever located, but not including any property passing
outside of this Will with respect to which I possess a power of
appointment (the "residue of my estate").
~ If Helen does not survive me, the
residue of my estate shall be distributed to my issue who survive
me, ~ stiroes. If none of my issue survives me, the residue of
my estate shall be disposed of as directed in Article SEVENTH of
this will.
~ I do not intend to exercise by this Will
any power of appointment I may possess at my death.
SEVENTH: Whenever property is to be disposed of as
directed in this Article SEVENTH (~, at my death or at the
termination of any trust created under this Will), such property
shall be distributed to the trustees of Princeton University, a
corporation located in New Jersey.
EIGHTH: 1Al In exercising his discretionary power to
payor accumulate income and to pay principal, my trustee
(1) shall consider primarily the welfare of the current
beneficiary and shall favor her interests over the interests of
succeeding beneficiaries to the extent that my trustee deems it
prudent and in the best interest of the current beneficiary to do
so and (2) may consider or ignore, as my trustee deems advisable,
other resources of the current beneficiary. The interests of
succeeding beneficiaries are subordinate to the exercise of these
powers.
113646.3
Page 3 of my will ~~ 1111 .
.
.
.
LUl No discretionary distribution of trust
income or principal shall be made if the effect of such distribu-
tion would be to discharge a legal obligation of a person who, by
reason of such discharge, would be deemed to have an interest in
property held in trust, as such term is defined by section
2652(C) of the Code, and who, for purposes of Chapter 13 of the
Code, is assigned to a generation older than that of any other
beneficiary. In addition, no trustee may participate in any
decision regarding a discretionary distribution of trust income
or principal to himself or for his benefit (including a
distribution that discharges a legal obligation of the trustee).
NINTH: The testamentary power of appointment I have
granted under this Will is subject to the following provisions:
JUll The power of appointment I have granted to my wife, Helen,
under Article FIFTH (C) of this will may be exercised only
in favor of my issue in any degree of consanguinity.
~ To exercise a power, the holder of the power must specifi-
cally refer to the power in her will, and if no specific
reference is made the power shall be deemed unexercised.
.!1.L Each holder of a power may direct that the property subject
to the power be disposed of outright or in trust, may impose
limitations or conditions, and may grant more powers of
appointment (either general or special and exercisable by
Will or during lifetime). No beneficial interest may be
given to anyone who is not an eligible beneficiary as speci-
fied in this Will. No power created by this Will or by the
exercise of a power created by this will may be exercised so
as to postpone the vesting of any estate or interest in the
appointed property, or to suspend the absolute ownership or
power of alienation of the appointed property, for a period
ascertainable without regard to the date of my death. The
holder of the power may change the situs of a trust to a
jurisdiction outside of the state in which I am domiciled at
my death and direct that the trust be governed by the law of
Page 4 of my will
9~
113646.3
.
.
.
the new situs. If the holder of the power does not direct
otherwise, a trust created by the exercise of the power
shall be administered by my then acting trustee subject to
the same management powers conferred on my trustee by law or
by this Will.
T~NTH: jlUL I name my wife, Helen, executor of this
Will. If Helen fails or ceases to qualify or act as executor, I
name my son, John c. MacMurray, and my daughter, Marcia Ann
starace Janfolla, or the survivor of them, to act as executors in
her place.
-L[L I name John W. Reboul trustee of the
trust created under Article FIFTH of this Will. I name my wife,
Helen, an additional trustee of the trust created under Article
FIFTH of this Will.
~ SUbject to the foregoing provisions for
a substitute executor, each person named in this Will or desig-
nated pursuant to this paragraph eCl who renounces appointment as
executor or trustee may designate in writing another person to
act in his place. Subject to the foregoing provisions for a
successor executor, each person named in this Will or designated
pursuant to this paragraph who accepts appointment as executor or
trustee may at any time or from time to time while acting as
executor or trustee designate in writing another person to act as
an additional executor or trustee or as a successor executor or
trustee if the designating executor or trustee ceases to act;
provided, however, that in no event shall more than two executors
or two trustees be in office at the same time. In the event of
conflicting designations, the designation made by the fiduciary
named first in this Will shall take precedence. Only an executor
named in this Will or designated pursuant to this paragraph may
designate an additional or successor executor and only a trustee
named in this Will or designated pursuant to this paragraph may
designate an additional or successor trustee. So long as any
person continues to act as fiduciary of this Will, he may at any
113646.3
Page 5 of my will
~~
.
.
.
"
time amend or revoke any designation of a successor fiduciary he
may make. Any fiduciary acting hereunder may resign at any time
and for any reason.
JU[l If ancillary administration of any part
of my estate is necessary in a jurisdiction in which no fiduciary
acting under this Will is eligible to act (or where an additional
fiduciary ie required), my executor shall appoint a person or a
bank or trust company to act as fiduciary in that jurisdiction.
To the extent permitted by the applicable law of such juriSdic-
tion, any ancillary fiduciary acting hereunder (irrespective of
whether appointed by my executor) may exercise any of the powers
granted to my executor and trustee by this will (other than the
power to designate an additional, substitute or successor fiduc-
iary).
lltl- No executor or trustee named in or
designated pursuant to the provisions of this Article or ap-
pointed by any court need give bond in any jurisdiction for any
reason, including bond securing the return of a payment on
account of executor's commissions. If a bond may not be dis-
pensed with, I request that the bond be accepted without surety
and in the lowest possible amount.
~ In addition to all powers now or here-
after conferred upon my executor and trustee by law or by this
Will, my executor and trustee may:
ill..
acquire in any manner, or retain, any kind of property,
regardless of diversification or the condition of the
property, and without being limited to investments author-
ized by law for the investment of estate or trust funds,
including unproductive property, property subject to deple-
tion or depreciation, speculative property, and property
that is difficult to value or is subject to extreme fluctua-
tions of value, and also inclUding securities of regulated
investment companies;
sell for cash or on credit (at public or private sale),
exchange, grant options to purchase or otherwise dispose of
property, including real property, upon whatever terms seem
advisable;
make payments or distributions of income or principal in
kind or in money, or partly in each, in shares of differing
composition;
apply income or principal to the use or benefit of a benefi-
ciary thereof in any manner, without the intervention of any
J&
...ill.
(4)
Page 6 of my will
9~
113646.3
ill
ill
-'.ll.
.l.!!.L
..ill.
..iill
iill.
.1!ll
-.ill.l
'13646.3
.
.
.
parent or guardian or similar fiduciary, including, as to
minor beneficiaries, payments to a custodian under a gifts
to minors act in any jurisdiction, payments to any guardian
of the person of a minor beneficiary to help defray the
costs of housing and other expenses incurred by such guar-
dian for the direct or indireot benefit of the minor benefi-
ciary and payments to the minor beneficiary directly;
borrow from others or from themselves individually for any
purpose that will facilitate the administration of my estate
or of any trust, pledge or mortgage property as security for
any loan and pay interest on any loan at the then prevailing
rates, and continue any debt I may owe them individually and
any pledge or mortgage securing the debt;
lease or grant options to lease, for periods that begin
presently or in the future, regardless of statutory limita-
tions or the probable duration of any trust; erect, alter or
demolish buildings or otherwise improve and manage property;
grant easements and charges; dedioate roads; subdivide; and
adjust boundary lines;
delegate discretionary powers to agents;
employ lawyers, accountants, investment advisers and other
specialists, including a person who is serving as an ex-
ecutor or trustee under this Will and a firm in which any
such person has an interest, and pay the expenses out of
estate or trust funds; and suoh expenses shall not be
charged against their compensation as fiduciaries;
release, assign, commence, prosecute, defend, compromise or
otherwise settle in any manner claims or obligations of any
kind asserted against or possessed by my executor or trustee
that affect any estate or trust property; discharge any
indebtedness, including satisfying any liens (~, seourity
interests, mortgages, etc.) on any estate or trust property;
determine whether and to what extent reoeipts and expendi-
tures should be allocated to or charged against income or
principal and what other adjustments should be made between
income and principal, regardless of applicable law;
participate in and consent to any plan of reorganization,
recapitalization, consolidation, merger, combination,
dissolution, liquidation or similar plan affecting estate or
trust property, and any action thereunder; and execute
notes, contracts, conveyances and other instruments, includ-
ing instruments containing covenants and warranties binding
upon and creating a charge against estate or trust property,
and instruments containing provisions excluding personal
liabili ty;
exercise all conversion, SUbscription, option, voting and
other rights of whatever nature pertaining to any estate or
trust property and grant proxies (discretionary or other-
wise) with respect thereto; and enter into shareholder
agreements (including agreements which restrict the free
transferability of corporate stock or other securities), and
appoint voting trustees under voting trust agreements and
delegate to such trustees all powers usually conferred upon
trustees under voting trust agreements;
acquire or retain any investment in any business enterprise,
wherever located, whether as a shareholder, holder of a debt
instrument, proprietor, partner or otherwise, even if the
investment constitutes a large portion of my estate or of
any trust; participate in the conduct of the business and
t.k.,::: :-::O:,"::::rnin. the ~n~th.t .n individn.i
.
.
.
owner of the business could take, including investment in a
new business enterprise; establish reasonable reserves out
of gross receipts for depreciation, improvements, main-
tenance or other purposes; execute partnership agreements
and, in their fiduciary capacities, be members of the
partnerships; invest additional capital in the business (or
in a new business) and make secured, unsecured or subor-
dinated loans to the business out of estate or trust funds;
rely on the reports of certified pUblic accountants as to
the operations and financial condition of a business,
without independent investigation; elect or employ, and
compensate in any manner, as 'directors, officers, employees
or agents of the business any persons or other entities,
including a person or other entity serving as my executor or
trustee or who is a beneficiary under this Will, and such
compensation may be paid to a person serving as my executor
or trustee in addition to his compensation as fiduciary
hereunder; show in summary form in their accountings only
the financia~ position of the business and not include in
detail all the business transactions; sell any interest in a
business to anyone, including themselves, at such price and
upon such terms as are reasonable under the circumstances;
expend estate or trust funds to improve, repair, insure (in
any value), decorate or restore any estate or trust prop-
erty;
have transactions with another estate or trust, even though
one or more of the fiduciaries of the estate or trust is
executor or trustee under this Will; and have transactions
with any business enterprise even though a person who is
executor or trustee under this will is employed by or has an
interest in the business enterprise;
~ distribute all or any part of any realized capital gain to
any person to whom a distribution of principal may be made;
J.ill
C151
prior to or simultaneously with the completion of the
funding of any trust created by this will, make distribu-
tions of income or principal from my estate directly to any
beneficiary of such trust, as if my executor were the
trustee of such trust;
keep any property in their names as fiduciaries or in the
name of a nominee, with or without disclosure of any fiduc-
iary relationship, or in bearer form;
permit any person having any interest in the income of any
trust created under this Will, and the guardian of the
person of such beneficiary or any adult designated by such
guardian, and the family of such beneficiary, guardian of
the person or adult, to use and occupy any residential
property and furnishings forming part of such trust, upon
such terms as my executor or trustee deems advisable,
whether rent free or in consideration of the payment of
taxes, insurance, maintenance and ordinary repairs, or
otherwise; provided, however, that notwithstanding the
provisions of this subparagraph (F) (19), my executor or
trustee, in his discretion, is empowered to sell or other-
wise dispose of such residential property and furnishings,
and reinvest the proceeds in other residential property and
furnishings or add the proceeds to estate or trust funds as
my executor or trustee determines to be in the best inter-
ests of the trust beneficiary;
C201 deal with property that vests in a minor as follows:
(17\
1.1lU.
C191
~ retain all or part of the property and manage the
retained property for the minor's benefit until the
Page 8 of my will
9~
113646.3
.
.
.
minor attains the age of majority, and during such
period apply all or part of the property and the income
it produces as my executor or trustee sees fit from
time to time for the minor's welfare; income not so
applied shall be added to principal;
turn over all or part of the property, either initially
or at any time after having chosen to manage the
property for the minor's benefit, to a custodian under
a gifts to minors act in any jurisdiction, to either
parent of the minor or to a person with whom the minor
resides, on behalf of the minor, or to the minor
directly, without judicial authorization, without bond
and without the intervention of any parent or guardian
of the minor's property; and my executor or trustee
shall not be responsible for the disposition of the
property after it is so transferred.
All powers conferred on my executor and trustee by law
or by this Will shall be exercisable in respect of
property retained and managed for the benefit of a
minor, and my executor and trustee shall be entitled to
the same compensation for retaining and managing the
property to which they would be entitled if they held
the property as trustees.
l!U- No reimbursement of principal shall be
made to restore the amount of any increase in estate taxes paid
nu
~
as a result of an election to claim administration expenses as
income tax deductions instead of estate tax deductions. If
receipts of principal transferred from my estate to a trust are
taxable to the trust as income, the income taxes payable on such
receipts shall be charged against and paid out of the principal
of that trust, and no reimbursement of principal shall be made.
J1!l In any judicial or nonjudicial proceed-
ing involving my estate or any trust under this will where a
party to the proceeding has the same or substantially similar
interest as a person under a disability, it shall not be neces-
sary to serve or otherwise join or include in the proceeding the
person under the disability, if permissible under applicable law.
(Il In effecting distribution of estate or
trust property to a minor by means of distribution to a custodian
under a gifts to minors act, my executor or trustee may elect to
have the custodianship continue until age twenty one (21), if
permissible under applicable law.
(Jl If at any time before or after my death
my wife's will or a trust agreement executed by me or my wife, as
settlor, creates a trust that is the
same or substantially
Q~
113646.3
Page 9 of my Will
.
.
.
, .
similar to a trust created under this Will, my trustee hereunder
may at any time transfer the assets of the trust under this Will
to the trustee or trustees of the trust under my wife's Will or
under such trust agreement, so that the trust under this will
will cease to exist, and the trust assets will thereafter be
disposed of as part of the trust created under my wife's Will or
under such trust agreement. My trustee also may accept the
assets of any such trust from the trustee or trustees of the
trust under my wife's will or under such trust agreement, so that
any such trust will cease to exist and the trust assets there-
after will be disposed of as part of the trust under this Will.
~ My trustee, in his discretion, may
transfer the situs of any trust created under this Will, and/or
the location of the property of any trust, to another jurisdic-
tion (whether within or without the United states) and may direct
that the administration of the trust shall thereafter be governed J
by the laws of such other jurisdiction. My trustee is authorized
to take whatever action is necessary or desirable (including the
commencement of an appropriate jUdicial proceeding) in order to
effectuate such a transfer of trust situs or of the location of
trust property. The power conferred on my trustee under this
paragraph shall be a continuing power that may be exercised any
number of times for the purpose of effectuating additional
transfers of trust situs and/or of the location of trust prop-
erty. The determination of my trustee to transfer (or not to
transfer) the situs of a trust and/or the location of trust
property shall be conclusive and binding on all persons inter-
ested in the affected trust or trust property. In addition, my
trustee at any time may combine the assets of two or more trusts
created under the same provision of this will for the benefit of
the same beneficiary and administer and dispose of such assets as
a single trust.
~ My executor may allocate the unused
portion of the exemption from the Generation-Skipping Transfer
Tax (or the entire exemption, as the case may be) allowed under
113646.3
Page 10 of my Will
~~
.
.
.
. . "
section 2631 of the Code to any property, irrespective of whether
such property passes under this Will, with respect to which I am
the transferor. My executor, in his discretion, may make a non
pro rata allocation of such exemption, even if the effect of such
allocation is to discriminate among beneficiaries under this Will
or otherwise.
.LML My executor and trustee, in their
discretion, may pay any tax imposed under Chapter 13 of the Code,
or any corresponding provision of state law, on a "taxable
distribution" (as such term is defined by section 2612(b) of the
Code). The power conferred on my executor and trustee under this
paragraph shall be a continuing power that may be exercised any
number of times.
f[l My trustee is empowered at any time and
for any reason, in his discretion, to divide any trust under this
Will (the "original trust") into two or more separate trusts.
After any such division, each trust shall be subject to the same
dispositive and administrative provisions as the original trust.
ELEVENTH: ~ If the context so requires, all words
used in this Will in the masculine, feminine or neuter gender
shall be deemed to include words in another gender, and all words
in the singular shall be deemed to include words in the plural or
vice versa.
q
-"
Page 11 of my Will
Q~
, 13646.3
.
.
.
"
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA)
~ Au. P H-I-,J )
ss.
,
,
r
.
COUNTY OF
I, JOHN MACMURRAY, the Testator whose name is signed to
the attached instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
..
,
,
I
)
"
"
I,
~1tt~J~
John a Murray
we,-DD(\(\ L, SNYdt-.- and .{Ji(JJ)\A-~. Jj~~
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law do depose and
say that we were present and saw the Testator sign and execute
the attached instrument as his Last Will and Testament; that the
Testator signed willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testator
signed the Will as a witness; and that to the best of our
knowledge the Testator was at that time 18 or more years of age,
of sound mind and under no constraint or und influ e.
1dd'l1l!.J l'., j.;W_;/)J~! J
witness
Sever~lly sqbscribed and ~
Testator and byl.,.)ont\ "'_~JdM-
the witnesses, on this~~~day of
1!0T^W,L SEAL
~tarD'cttll ;. r'llllar, r:atDry Public
Herr1.burp, !,,\ Oauphln County
Hy Co;rmt..lo11 Cxptro, lIov. 21. 1995
113646.3
"
.:
.
. .
21-95-522
DIRECTIONS FOR DISTRIBUTION
QE
TANGIBLE PERSONAL PROPERTY
In accordance with directions contained in our wills, it is our
desire that, at the death of the second of us to die, our tangible personal
property, other than aa specifically provided in our wills, be distributed
to our son, John Curtis MacMarray: our daughter, Marcia Ann Starace
Janfolla: and our grandchild, Francesca Starace Janfolla: as follows:
1. John Curtis MacMurrav:
Cameras and all photographic and projection equipment:
All hunting and reloading equipment: guns, pistol, binoculars:
Hi-Fi record player, tape recording, and sound equipment _ speakers,
amplifiers (LP record collection not included):
All television and radio sets and accessory equipment:
Jewelry and watches of John MacMurray;
Dining table and 8 dining chairs (2 host and 6 leather seated):
Baker - Wig stand and small end table:
Antique tea cart:
Marble top table:
Sterling silver coffee service (4 piece Exemplar including tray)
Sterling silver oval trey With initial;
One pair Friedman 5 piece silver candelabra:
Royal Tetau dinner service. 12 piece:
Princeton plates:
Ruby Hagemann carafe and glasses;
Complete Hawks crystal collection except silver antique ice basket:
Stuert "Arundel" 7 and 8 oz, tumblers;
12 Sterling silver shell ash trays:
1 large Sterling silver picture frame . plain;
1 ten-inch oblong sterling silver tray _ with initial;
1 large mahogany mirror in hallway:
Sterling silver antique canape set:
Antique silver top' "waterford" carafe with wheat handl!!:
Scotch "Thistle" 5 oz. cocktail glasses:
Round 9" Sterling initial tray with floral border;
Dining room chandelier:
John Clem Clark "chair" picture:
0(')
5 r:
(5j
r~
F
I
C'I
...'."
,.>-' .-?
U:)
',j
,On
\0
:0
:'Vtt'l
.';: ~.~
, .".,
.; ~~.
" >;'.
: I_LJ
.:....1
,":.' L
Cl'.:;
-.
, .,.
\
,-
Yellowstone picture;
1 crenberry lemp;
Nana's dining room mirror;
1 pair Sterling salt and pepper shakers;
Gorham .. "King Edwsrd" pattern ss follows:
9 teespoons;
8 luncheon forks;
S luncheon knives;
S boullion spoons;
S cocktail forks;
12 ice tea spoons;
14 butter spreaders;
Jewelry as follows:
Pearl and diamond earrings:
Earrings - gold shell Tiffany;
Pin - gold shell Tiffany;
Pin - Pearl, sapphire circle;
Pin - Pearl, amethyst circle (Nsna);
Bracelet - Istanbul jewelled;
Bracelet - Ja's gold link (antique);
13 "Cloisine" napkin rings:
Gold neck chain:
Onyx gold coral necklace;
Bisbee turquoise - necklace. bracelet, earrings:
2. Marcia Ann Starace Janfolla:
Sterling silver Hampton Court tea service and ailver tray (7 pieces):
Perfume collection and cabinet;
Tiffany liqueur glasses;
Hollow stem "American" champagne glassss
Sterling silver dresser aet - Crego
Silver plated compote with separate crystal bowl on top;
2 bisque figures - (Snowball);
10 Limoges antique plates with gold edge and blue edges;
Large Sterling silver shell dish and 2 smaller ones;
Mimi's vanity'mirror;
Hawk's silver antique ice basket;
2 Sterling silver "Chantilly" candle sticks;
John Clam Clark "Girl" picture;
1 pair Sterling salt and pepper shakera;
Silver plated water pitcher;
1 large Sterling ailver picture frame (fancy border);
Dropleaf buffet table in dining room;
Queen Anne chair;
Large mahogany bedroom mirror;
- 2 -
,.-.-, {;{"".,
.....,.,.,
. .. . ,.
..
...-. .~
4. Franceaca Starace Janfolla, aa followa:
Cybia piece, Wendy:
Helen MacMurray'a engagement ring:
Helen MacMurray'a wedding ring.
All other peraonal property ahall be dividad between John and Marcia. in
auch manner aa they may mutually determine, Any remaining unwanted
peraonal property shall be aold and the money realized shall be divided
equally between our children, John and Marcia.
r/r!sIU t Jt!tr/ml/At~
HELEN E, HAC HURRAY
~. ~~d.(~~~~.~~-4.a.t."
J HAC HURRAY . . . y
DATE: '&t-~-;/C)~~
.', . ,. ..' or,
','
" 4 .
f
Register of Wills of
CUMBERlAND
County, Pennsylvania
INVENTORY
E'I.IO 01 John MacMurray
No. 1995-00522
also known as
Oato 01 Ooalh 07 /02/1995
I Docoasod
5oclalSocurltyNo, 180-09-1268
Por.anal RoprosonlaUvo(s) 01100 above eatale, deceased, verity thallhe llama appellllng In lhe lollowlng Invonlory Include all 01 Iho
p.rsonal.....1s wherever sllUate and all 01 tho real estate In tho Cof1Yl1Onwosllh 01 Pennsylvania 01 aald Deced.nl, Ihat Ihe valuaUon
plseod opposllo each lIem 01 aald Inventory reprllSllnls Its lair value as 01 the dale 01 the DOCIIdonrs dealh, ond Ihat Docodent ownod
no real oslalo outaldo ollho Commonweallh 01 Pennsylvania except that which appears In a memorondum ollho end ollhla
Invontory. I /We yorlry that tho Ilalomonts made I" thls Invontory 810 true and corrocl. IfWo UndCH'Bland thai falso 8Isloma"l! horoln
alo mado sublocl to Iho ponalUes 0110 Pa. C,S, SocUon 4904 rolaUng 10 unsworn lalslllcaUon 10 aUlhorlUos,
Namo 01
Attornoy:
11'h~~
1.0. No,:
06858
Address: Poot Office Box 741
45 Rockefeller Plza
Harrisbur~. PA 17108-0741
Tol.phon.: 717/236-9377
New York, NY 10111
Tolophono: 212/841-5700
DOlod:
DoscrIpllon . Cl' ~ :u~
:L. aluo
n !? "
~ :
-
~
.... ,
c:
() " '.
: , ) '0 _. , ,
.- W Vio
"J' .,
(Soe continuation page(s) attached) :X:;;:l. - -
\0
(AII.eh addlUonalshools II nOCllsslllY)
Total:
939,766.00
NOTE: Tho Memorandum 01 roDl eslato outsldo the Convnonwoallh of Pennsylvania may. at tho olocUon or 1ho porsonal roprosonlallvo,
IneJudo II'. v.lu. of oaeh 110m, bUI.ueh Ilguros should nol bo oxtandod Inlo tho lolal ollho Invonlory.
Cop~lIghllcll""2Io'm IOtlw..,. only Canter Plat. SollwI",lnc.
Form 'RW-7jHI92)
'",- "~..
_......,___"^_~".."__._.,.__..._.. .._.__~-_,__ V,"_,__
___~__, __ ,.,._'-~.~"t ",,-"-,.
Eatate of: John KacMurray
Soe See *: 180-09-1268
Date of Death: 07/02/1995
Continuation of Sehedu1e B
(Stoeka and Bonda)
Item Deaeription
#
Unit Va1ue at Date
Value of Deeth
21 $0 PA St Tpk COIlllll1l Tpk Rev
22 $0 philadelphia Pa Kun Authority Rev
23 $0 St. Kary Hoap Auth Langhorne Pa Hoap Rev
24 $0 US Treaaury Note
17,193.71
11,049,55
10,841. 98
99.593.S0
-------.......
.138,679.04
,
-,' r-.'
AEV-lIGa EX + (2"'71
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELlANEOUS
PERSONAL PROPERTY
CO"':I.'ll\Qrzm{\,~,iYhY'NI'
ESTAll! OF
John MacMurray
55t1 180-09-1268
07/02/1995
PIooso Prtnt or
FILE HUMBEII
1995-00522
(All
ITEM
NUMBEII
1
2
oln -owned wtth RI I of Survlvorah mUll be dlsc/ooed on Schedull
DESCRIPlTON
VAlUE AT DAll!
OF DEATH
33.20
33.2 Freedom Mut Fund
Doan Witter Honey Market Account
5,935.66
3
4
Automobile . 1967 Buick - VIN 49487611943781 - Not operating
Automobile - 1973 Ford - VIN 3Y87A118241 - Not Operating
50.00
75.00
I
I
i
I
I
I
. '
TOTAl AlIo enlor on Kno S, R Illlon
(Anach addition" 8 11'J!' x 11" shoolS n more space Is noodod,)
COPyright(c) tiN 'arm IOU...,. only CPSy.ttml.lnCo
$ 6 093.86
For", 1600 8chedu" E (AItY. 2.'n
D
Dauphin Deposit Bank
and Trust Company
MAIN OfFICE: 213 MARKET SmEET. HARRISBURa, PENNSYLYANIA 17101
7'70215.2121
Decedent Confirmation
Name:
John MacMurray
Social Security No.: 180-09-1268
Date of Death (000): 07/02/95
Account No.
4301720750901176
0057140804
0057142726
------------------------ ------------------------ ------------------------
Type
Onte Opened
or Issued
Charge Card
Checkin9
Checkin9
------------------------ ------------------------ ------------------------
03/16/94
01/19/89
04/28/89
------------------------ ------------------------ ------------------------
Date Closed
or Matured
------------------------ ------------------------ ------------------------
Date of Death
Balance $174.87
$2.286.72
$12,834.42
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int. -0-
$2.14
$11.65
------------------------ ------------------------ ------------------------
Joint CN/ners
(if any) Helen E. MacMurray
Helen E. MacMurray
Helen E. MacMurray
------------------------ ------------------------ ------------------------
Date of Joint
CN/nership 03/16/94
01/19/89
04/28/89
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------------------------
Special COmments: N/A
Additional informationavatlable at 520.00 per hour. pne hour Minimum.
Date Prepared: AU9ust 4, 1995 Prepared by: Carolyn A. Berkebile
Customer Management Information Dept. (eMI)
Telephone No. (717) 255-2054
Page 1 of 2
Form 00-020-216 (REV 7/93)
. OAUI.t-t1N OU'OSIf IIA.N'" -'NO THUS) COMI'A.NY. l-tA.N'W~IIIHH.. PI NN."I \'^Nl"
"A'" No, 2 of 2
10
"A.,
Boswell, Snyder, Tintner & Piccola
Name: John MacMurray SSN: 180-09-1268 000: 07/02/95
----------
01400723
------------------------ ------------------------ ------------------------
Safe Deposit Box
------------------------ ------------------------ ------------------------
06/18/73
------------------------ ------------------------ ------------------------
Date of Death
Balance Not APPlicable
------------------------ ------------------------ ------------------------
PLUS
Date of Death
Accrued Int.
------------------------ ------------------------ ------------------------
Location:
Camp Hill Office
Joint ~ers
(if any) Helen E. MacMurray
------------------------ ------------------------ ------------------------
Account No.
Type
Date Opened
or ISSUed
Date CloSed
or Matured
Date of Joint
Ownership 06/18/73
------------------------ ------------------------ ------------------------
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------------------------
Special Colrrnents: N/A
Additionol informotion ovoiloblo ot 120.00 oor hour, Ono hour minimum.
Date Prepared:
August 4. 1995 Prepared by:
Carolyn A. Berkebile
Customer Management Information Dept. (CMI)
Telephone No. (717) 255-2054
John Moclllurruy - 015-23445
CUcnl Apllrlllslll
As ofU7,()2-95
UNIT TOTAL MARKETMARKET ANNUAL % OF
SHARES SECURITY COST COST PRICE VALUE INCOME~
Common Slack
2,000 P P & L Resourcc.~ 23.36 46,717 19.50 39,000 3,340 13.6
Inc
2.000 Public Svc 27.88 55,754 27.75 55,5llO 4.320 19,4
Entcrprlsc
2,000 Rochestcr Oos & 23.74 47,470 21.25 42,500 3,600 14,9
Elcc
TOlal 149,941 137,000 11,260 47.9
MunlclJlllt Bonds
55,000 Norrlslown Pa Area 90.37 49.705 90.15 49,585 2,805 17,3
Seh OJ!t Rfdg
5.100% 09.01-11
Total 49,705 49,585 2,805 17.3
Governmenl Bonds
100,000 Unllcd Slates 99,72 99,719 99.56 99,562 5,125 34.8
Treas NIS
5.125% 03.31.%
TOlal 99,719 99,562 5,125 34.8
Cash And Equivalents
Freedom Cash Managcmcnt Fund 34 34 2 ---!1:Q
Total 34 34 2 0.0
TOlal Portfolio
299,398
286,181
19,192 100.0
....._. -f
.
, .
u.1ii lilt ~ ~
.... 8
,...
~~ ~ of. g
C'I
.....
Ci!w 8 (IJ CD
C'I C\/
::I::! d ~ ~
zO w
~~ C'I C\/
W U)
~~ a ~ It)
It)
d cxi aj
~~ ,... [\j a:l
Ol .....
~...J oj ('I) ri
w w .....
a:<ln U)
a:enOl ~w ~ (IJ
::I-c;r a
::E~O ,... a
~~ .....
00.;::- w .....
~o.o w
<u.
z!Zo 8 8 8
::I:wen ~li;
0:J< d d d
"':10 00 W W U)
0 1-0
U1
!::li; 8 8 8
d d d
Zo w w U)
::10
~ 2 In(O
.e9l ~XO(IJ
a: ~OliitC')
::I ,Qlat ~a.~~~
U ::I: 1;1
W ~I- 00'"
en -'0 :5~~E~
w-
III "C al a:lz80u .g
'Ou:>= 1: <!l 0. aLl!! -E
c:,...
en LtC') ala
WI (IJ E8 0
~I i1i Eui a..
:I alC'l n;
II 'S >
enl 0 '0
::E C!l .....
IJJ:tlN Wrrn:R RJ:l'N()/.IJS lNG,
,101 Mil/kill SIr/IIII, I', (), /lox 120r..l, I/rmlslJllrn, I'A 1711111-/1t1tJ/J
7'l1/11/llul/1/I/717J 2r.r..tJtW(}
IIIWIIJ /170,(1/)7.1
August 30, 1995
SEP 18 1995
,
-------------------
Estate of John MacMurray
Municipal Bonds - Values as of 6/30/95 and 7/3/95
Quanity/Name
10,000 Cumberland Valley PA School Dist
General Oblig Regd (230822ES3)
15,000Allegheny Hosp Dev Auth Rev Presby
Univ Hosp A Be PA (017289P29)
10,000Philadelphia Municipal Auth TY Rev
Ref FGlC Regd Penna (717904BL9)
25,OOOPennsylvania TPK Commission TPK Ref
Ref K(709223EE7)
15,OOOPennsylvania ST TPK Commission TPK
Rev G(709223FUO)
10,OOOst Mary Hospital AU Langhorne Hesp
Ref Franciscan (792226BE1)
25,000A1legheny Co PA Hsp DV AU Ref MA
Gee Hsp(01728ABA3)
Value
6/30/95 7/3/95
10,245.10 10,244.10 .
16,354.80 16,353.30 -
10,953.30 10,952.30-
28,168.00 28,165.50'
17,042.10 17,040.60.
10,584.50 10,583.5Qo
25,626.50 25,624.00.
m:AN lVl71'/;III1/;YNOWS INC.
,'Ill Murkll/ Slnm/. I'. n. /lux 1205", I/cmlslmrll. I'A /7/11H-lJ(mO
7il/llfllw/l1l/717) 255-1IU11O
, (HOO) 1171I-0117.l
) "I"
(,i~/,
/.' A:;
August 30, 1995
Estate of John MacMurray
Common stocks - Values as of 6/30/95 and 7/3/95
Value
Quantity/Name 6/30/95 7/3/95
200 American Home Products 15,400 15,475
7,764 AMP Inc. PA 329,970 328,029
1,200 Coca Cola Co. 76,800 76,500
200 Colgate Palmolive Co. 14,700 14,625
200 Exxon Corp. 14,400 14,125
400 Kellogg Co. 28,700 28,550
200 United Technoligies Corp. 15,725 15,625
"
Soclll Security' 180,09'1268
Eltlle of. John MleMurrlY Proc...lng 011.. 08130195
Oil' of D.llh. 07/02/95
v.tutllon Dlt., 07/02195 MUIOtr of sICurltl.. 23
Share. SICurlly M.on Dlvllnt SICurlty
or Par Otlcrlpllon HlghlAlk LowlBld &/or Adj. Acerutl YII...
I) 200 AMERICAN HOME PtlOOS CP (026609107>
07/03/95 77.625 77.25 NIL
06/30195 77.875 77.0 HIL
NYlE 77.437500 15,487.50
2) 7764 AlII' INC (031897101)
07/03195 42.75 41.875 HIL
06130195 42.75 42.25 HIL
NYlE 42.406250 329,242.13
3) 1200 COCA COLA CO (191216100)
07/03/95 64 .625 63.75 HIL
06/30195 65.0 63.75 NIL
NYSf 64.281250 77,137.50
4) 200 COLGATE PALMOliVE CO (194162103)
07/03/95 73.0 72.5 NIL
06/30195 74,0 73.0 MIL
NYSf 73.125000 14,625.00
5) 200 EXXOll CORP (302290101)
07103195 71.0 70.625 HIL
06/30195 72.375 70.625 NIL
NYSE 71.156250 14,231.25
6) 400 KELLOGO CO (4a7ll3610ll)
07/03/95 71.5 71.125 HIL
06/30195 72.125 71.25 HIL
NYlE 71.5??oo0 28,600.00
7) 50 PENNSYLYAJUA PIo'R & LT PID 4.6OX (709051502)
07112/95 MA MA HIL
06/30195 MA MA HIL
OTC MA MA
8) 200 UNITEO TECHNOLOGIES CP (913017109)
07103/95 78.375 78,0 HIL
06/30/95 78.75 77.875 HIL
NYlE 78.250000 15,650.00
9) 10000 COHMONWEALTH ED I $ON CO (202795BV1)
OTD 12/01/77 KlI. 12/01/2007 8.250X
07105/95 102.0 102.0 HIL
06/30/95 102.25 102.25 HIL
NYBE 102.166667 10,216.67
Inu 61 1/95 to 07102/95 71.04
10) 1??oo PHILADELPHIA PA HUN AUTH BEY (717904BPO)
DTD 03/01lllll Mat. 04/01/2007 7.700X
07/03/95 110.621 .110.346 AlB
06/30/95 110.645 110.37 AlB
110.495500 11,049.55
InU 41 1195 to 07102/95 194.64
II) 15000 ALLEGHENY CNTY PA HOSP DEY AUTH REY (017289P29)
OTD 02/01/1111 KIt. 03/01/200ll 7.60011:
07103195 110.179 109.912 A/B
06/30/95 110.203 109.935 AlB
110.057250 16,50ll.59 .
Inu 31 1195 to 07102195 383.17
12) 10000 ST MARY HOSP AUTH LANGHORNE PA HOSP BEY (792226BE1)
DTO 09/01/89 Mlt. 07/01/2009 7.000X
07103/95 1 Oll,3Io3 107.966 A/B
06/30/95 10ll.875 10ll.495 A/B
10ll.419750 10,llIol.98
Inu 71 1195 to 07102/95 1.94
1
i Soclol Socurlty , 180.09-1268
!
, Eltete of.John MacMurray YolUltlon 00101 07/02195
j
,
Sher.. security ""on OIY/lnt SKur fly
or Per Ooocrlptlon HIgh/Alk Low/Rid &/or Adj. AccrUIIl Yol...
13) 10000 CU4lIERLAIIO VALLEY PA ICH DIRT (230822ET1)
010 03/01/91 ""tI 09/01/2010 6.8OOX
07/03/95 103.173 103.050 AIR
06/30/95 103.1114 103.06ll AIR
103.120750 10,312.03
Inti 3/ 1/95 to 07/02195 220.56
14) 25000 PENNIYLYAlIIA RT IPK _ TPK REV C709223EE7)
010 04/15/09 ""II 12/01/2012 7.500x
07/03/95 113.563 113.133 AIR
06/30/95 113.583 113.152 AIR
113.357750 20,339.44
Inti 6/ 1195 to 07/02195 161.46
15) 25000 ALLEGHENY eNll PA HOSP OEV AUTH KEY (017211A8A3)
010 10/15192 ""tI 10101/2013 6.000x
07/03195 1oo.m 99.90 AIR
06/30195 100.538 99.766 AIR
100.259500 25,064.88
IntI 4/ 1/95 to 07102195 379.17
15000 PENNSTLVAlIIA IT TPK _ TPK REY C709223FUO)
OTO 03104/116 ""tl 12101/2017 7.4OOX
07/03/95 114.1168 114.37 AIR
06/30195 114.1154 114.387 AIR
114.624750 17,193.71
Inti 6/ 1195 to 07102195 95.50
949 DEAN WITTER U S GOVT (241906106)
06/30/95 9.01 Rid
NASDAQ 9.010000 0,550.49
10) 33.2 FREEDOH HUT FO (356403105)
06/30195 1
1.o00ooo 33.20
19) 2000 P P & L REliNe (693499105)
07103/95 19.5 19.375 HIL
06/30195 19.5 19.375 HIL
NISf 19.437500 38,075.00
2000 PUBLIC IYC ENTERPRISf (744573106)
07103/95 27.75 27.625 HIL
06130/95 20.0 27.625 HIL
NTlE 27.750000 55,500.00
2000 ROCHESIER GAS & ELEC (n1367109)
07103/95 21.375 21.125 HIL
06/30195 21.5 21.125 HIL
NISE 21.201250
Diy .45 E 06/30 R 07105 P 07/25/95 +0.45000
21.73125 43,462.50
55000 NORRISIOllN PA AREA SCH OISI (656491HS9)
010 02101/94 ""tl 0910112011 5.100x
07103/95 90.836 90.165 All
06/30/95 90.1120 90.157 AIR
90.496500 49.m.OO
Inti 3/ 1/95 to 07102/95 942.79
1??oo0 UNIIEO STATES TREASURY NI (912827P30)
010 03/31/94 ""t. 03/31/1996 5.125X
07103/95 99.625 99.5625 All
06130195 99.625 99.5625 All
Dialer Quote. 99.593750 99,593.75
Int: 3/31/95 to 07102195 1,302.25
.-~~:-~-~.--::---:---~---:
,-,~ ,----.- ._-~--,._.,-'--- .-
IN RB: BSTATE OF
JOHN MACMURRAY
IN THB COURT OF COMMON PLBAS OF
CUMBBRLAND COUNTY ,PBNNSYL VANIA
ORPHANS' COURT DIVISION
No. 1995.00522
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
JOHN MACMURRAY Date of Death:
JULY 2, 1995
Admin No.
1995-00522
To the RegIster:
I certify that notice of beneficial Interest required by Rule 5.6(a) of the OrphRDs'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on October 5, 1995:
Name
Address
HELEN E. MACMURRAY
445 DEVON ROAD, CAMP HILL, PA 17011
C/O REooUL MACMURRAY 1lEWITl' MAYNARD
AND KRlSTOL
45 ROCKEFELLER PLAZA
NEW YORK, NY 10011
C/O REBOUL MACMURRAY HEWlTl' MAYNARD
AND KRlSTOL
45 ROCKEFELLER PLAZA
NEW YORK, NY 10011
JOHN C. MACMURRAY
JOHN W. REBOUL, TRUSTEE
Notice has now been given to all persons entItIed thereto u
~
~ J
Signature
Name
Address
~
In ,"'
...... ('oJ ;.. ~::,:
r) ri"' . . "' n~
Date,Octob~ 5, 1995,'
,j
(~ ,,:1
(.lei:
0:
lr.
p,
"
. ,-.
,u i.::
..._ ::1
UU
N L, NYD
Post Office Box 741
Harrisburg, PA 17108
Telephone (717) 236-9377
Counsel for personal represenIBtIYe
>-
c:>
o.::J
D
E
C
E
D
E
N
T
b - I( :'... (4
INHERITANCE TAX RETURN
RESIDENT DECEDENT
{TO BE FILED IN DUPUCATE
WITH REGISTER OF WIllS COUHTYCOO.
OECEOENrS NAME (LAST. FIRlITI AHD MIDDLE IHITlALJ DECEOENra COMPLETE ADDRUS
MacMurra John 450 Devon Road
SOCIAL '.CURITYNu...e.R OAT'O' OUoTH OA"O' .'RTH Camp lIill, PA 17011
180.09.1268 07/02/1995 03/25/1903
CO"'[;,l',\'A~\fu1'\\-'llI P,fliMl'b~ANIA
HARR,sR6~,~1"\n.oeo1
FlU! NUM8ER
FOR CArta 0' O[AUtAFHR tJl3"" CIi[C... tl[ll[
IF A aPOUIlAL
2. SUpplomon1ol Retum
4L Future In_ ~romIoo
(for d&1OS 01 deIlh oller 12-12-82)
(]] 6, Oecedent Oled T_ 0 7. Oeoedenl Malnlllned .lMng Trull
AIIICh co 01 AIIICh .00 01 Trull
C P ALL CORRESPONOENCE AND CONFIDEHTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~ ~ NAME COMPLETE WJLlHQ ADDRUS 00
~ ~ Donn L, Sn der Boswell Snyder Tint~lI> & P~cola:T.l~
S N T.LEPHONENU....ER Post Office Box 741j ... .<C 3,
' T 717 236,9377 lIarrisbur PA 17108.0741 <-
I. Real EII.1e (ScheduIoA) (1) None
2. Slocks and Bonda (Schedulo B) (2) 933 , 67:2.00
3, Closely Hold Stock/PartnerBhIp Intao'eol (Schedule C) (3) None
4. Mong.ges and Noles Rocolvablo (SChedule 0) (4) None
5, Cash, Bank Doposlts & MlacGl/anoou. PGnoonal ""'polly (Sch. E) (5) 6 ,094.00
6, Jolntty Owned Propor1y (Schedule F) (e) None
7. Tr.nsl,,", (Schedule G) (Schedule L) (7) None
6, TOlal Gross Assail ("'III Unes 1-7)
V. Funoral Exponsos, AdmlnlstralJve COsts, MlacGl/anoous
Exponses (Schedule H)
10. Oobll. Mor1gage U.bIll1los, Uons (SChedule I)
11, TOlal Deductions ("'III Unes V & 10)
12. Net Yaluo 01 EIiate (Uno 8 mlnu. Uno 11)
13. Char11able and Governmental Bequests (SChedule J)
14. Not Value SUb to Tax Uno 12 minus Uno 13
15, Spousal Transl,,", (lor dates 01 doaIh aI1er 11-:10-84)
See lns1rUctions lor Appllcablo Peroentage on PIQG 2-
(Include values from Schedule K or SChedule M,)
16. Amount 01 Uno 14l4XabIo at ll% ratG
(Include values from Schedulo K or SChedule M,)
17. Amounl 01 Une 14l4XabIo at 16% ratG
(Include values Irom Schedulo K or Schedule M,)
11. PrlncJpal tax duo (Add tax from Une 10,10 and 17.)
lV,ClodllS/Sp Povony Prior P.ymenlll Olooount
0,00. 22.000.00 + 1.100.00
20, II Uno 1V II groal<< than Une 10, ontao' tho _0""" on Une:;:o, ThIo 10 tho OVERPAYMENT.
~ 0 ICheck h....llyoU...h<jij..uiili.relundOlyourOyerpaym.ntl
21, II Uno 10 Is greater than Une 19, entao'tho din"",,,,,,, on Une 21. Thla Is tho TAX OUE.
A. ERler tho IntorBSl on tho balance duo on Uno 21A.
B, Enler tho tolll 01 Uno 21 and 21A on Uno 21B. Thla Is tho IlAI.ANCE DUE.
M.ke Ch.ck P. I. \0: R Illar 01 WIlls A nl
~ ~ BE SURE TO ANSWER AU. QUESTIONS ON PAGE 2 ANO TO RECHECK MATH . .
Undlr plnalli.. 01 p.rjury. I d.dat, that I have ......In.d Utl."",m,lnclulUngUlCOllp&Il)'ing.ch.duINMclau.I'M,nll.aIlllto th. but ot my "now~d;. aIld lail",UI. tr",.,
(ollleland campl.I.. I cl.c:Iu. thai all I.,I,.t&t. hu b.." "ported a, tru. Malh, valu., O.cl&taUon of pr.p.,., olharthan It.. plr.onal '.p"..nLat!v. I. baud on .1I1"lol""'lon 01
which 'par" hu Iny "nowMeI;,.
HSI.LE'OR.,LrHORETUR John C. MacMurray Esquire
45 Rockefeller Plza
Ne;;'Yo.rk..jfy..'ioii.i.............................
Boswell Snyder Tintner & Piccola
Post Office Box 741
Hs.rrlsiiur....PA:..i7.ios:.o74i......-....'......'"
n[v - uoo [X .11-8.)
Cumberland
Counl
(IF APPLICABLE.eURVIVIHO OPOt1ltl"HAME(1.AST.FIRIT ARC UIDDLE INITIAl..
MacMurra lIelen E.
X 1. Orlglnal Retum
4, UmIled EII.to
aoelAL IECU'UTYHUIrolUE:R
172-01.0908
C A 8
H P L
E PO
C R C
KOK
P S
1Kl&.
....L. ..
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(V)
31,719.19
10,372.48
(10)
(15)
462,05t.00X .Q.....
(16)
436,263.00X.00 .
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
0,00 X .16'
Inlaresl
1995.00522
VEAR
NUMbtR
AMOUNT RECEIVED(IIEE: INSTRUCTION III
22 681. 71
RomaIndllf Roturn
(lor d.1es 01 de.lh prior 10 12-'3'02)
Fodoral Eatate Tax Return Requkod
ToIII Number 01 5&le Dopollt Bo...
".
~
,. ''')
....
, I
.'J L-
;l';:l
-0
W
N
o
.
~._""
in 9...
(8)
939.766.00
(11)
(12)
(13)
14
42,092.00
.
\997.674.00
NONE .._
'897,674.00
NONE. ,
26,176.00
0.00
(IS)
26,176.00
(lg)
(20)
23.100.00
0.00
(21)
(21A)
(218)
3.076.00
0,00
3,076.00 _
DATE
June 10, 1996
DATE
June It, 1996
Form 1500 (R..... 7-"41
Act #148 of 19M provide. for the reductlon of the tax rate. Impo.ed on the nllt value of trBn.fera to or for
the u.. of the .pau.e. The rile. a. prelCrtbed by the .tatute will be:
.3% (.03) will be applicable for e8l8te. of decedent. dying on or after 7/1fV4 .nd before 1/11ll6
.2% (.02) will be applicable for e.tate. of decedent. dying on or after 1/11ll6 and before 1/1IG7
.1% (.01) will be applicable for 1IIat.. of decedenla dying on or after 1/1IG7 and before 1/11ll6
.Spouaef tran.fera occurring on or after 1/11ll6 will be exempt from Inherttance tax.
PLEASE ANSWER THE FOLLOWING QUE8nONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
VI!8 NO
1. DId cIeoedeo.1l1lIke a1ranoler end:
.. retIIn1heueeorl.nconwolthepropertytranaferredf. . . . . . . . . . . . . I . . . , . . . . . . . . . . . . . I . I . I X
b. ....n the right 10 dellgnale who IIwI UM the property transf<<red or tte tnoonw, . . . . . . . . . . . . . I . . . . . . . X
c. retIInaf1lY8l'lloRIIYIntereet;or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I . . . . . . X
d. recetYethepror1'1lletorlfeofeltherpl)'l'11Df1tl.benefttlOf'CIf'8? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
2. "doaIh occulT8d on or beloIe Oeoafllb.. 12, 1882, did dacadanl within two )'OIIW JlI808dlng doaIh
....- property _ ~ng adaquale oonolderallon? "_ ooculT8d _ o-,lbor 12,
1882, did _1ranoIer property within one yell' 01_ _ ~ng adaqulla
ool1lldendlon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I . . . . . X
3. OkIdeoedentownan1ntrulttor'bankeccount..hllor....d8ath?.......... I . . . . . . . . . . . . . . . . . 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.
fOf. 1500 CAev.'-M)
,-~. ,. ~'_....,---~-_.._--...,-.
R[V-1I0~ EX. C4-1lI1
CO"::.\ltgrt\~4\,~,WhY.NIA
ESTA T1! OF
SCHEDULE B
STOCKS AND BONDS
John MacMurray
All
ITEM
NUMBER
1
17
IS
19
20
SS# 180-09-1268
07/02/1995
In wtth R of Survlvonh mUll be dldOMd on Schedule F.
DESCRIPTION
200 aharea American 1I0me Producta - common stock
2 7,764 aharea AMP Inc - traded on the NYSE, common
3 200 aharea Colgate-palmolive Co . traded on the NYSE,
common
4 949 aharea Dean Witter US Govt
5 836.82 shares Fidelity Investments - Mutual Fund
6 400 sharea Kellogg Co - traded on the NYSE, common
7 1,200 shares Coca-Cola Co - traded on the NYSE, common
8 2,000 shares Pub Svc Enterprise Group Inc. traded on
the NYSE, common
9 50 shares PP&L Pfd 4.6\ (709051502) - traded on the
NYSE, common
10 2,000 sharea PP&L Res, Inc. - traded on the NYSE,
common
11 2,000 shares Rochester Gas & E1ec Corp - traded on the
NYSE, common
12 200 shares United Technologies Corp - traded on the
NYSE, common
13
14
200 shares Exxon Corp - traded on the NYSE, common
~o Allegheny Cnty Pa. 1I0sp, Dev, Auth. Rev.
~O Allegheny Cnty PA 1I0sp, Dev. Auth Rev
15
16
~o Commonwealth Edison Company
~o Cumberland Valley PA Sch Dist
~O GNHA Bond Fund . Pool 007069X 8\ 08/15/05
~o Norristown PA Area Sch Dist
~o PA St, Tpk Commn. Tpk Rev
Total of Continuation Schedule s
TOTAL Also ontor on "118 2, R Ilulatlon
(I' moro IpllCG Is noodod, lnaort additional .hoots of same sbv,)
Cop)'ffghl(c) "tot fOlln loft_arl on1wo CPSWOltlml.lnc.
FIll! NUMBER
1995-00522
YALUE AT DATE
OF DEATH
77.437 15,487.50
42.406 329,242.13
73.125 14,625.00
9.01 8,550.49
11.84 9,907.95
71.50 28,600.00
64.281 77 , 137.50
27.75 55,500.00
4.60 230.00
19.437 38,S75.00
21.7312 43,462.50
78,25 15,650,00
71.1562
14,231,25
16,508,59
25,064.88
10,216.67
10,312.08
3,278.47
49,773.08
28,339.44
138 679.04
. 933 671. 57
Form 1600 Schldultl 8 (Rlv. 4-11)
AEV-1&01 EX + (1:.'"
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELlANEOUS
PERSONALPROPERTV
PIo_ Prlnl or
FILl! HUMBER
1995-00522
CO"'r..\l\1htt"l4~~MhYAN"
EBTATE OF
John MacMurray
55", 180-09-1268
07/02/1995
All
ITEM
NUMBER
1
oln od wtth RI t of Burvlvonh muatlMo .._ on Bchadul.
DESCRIf'TlON
VAlUE AT OATE
OF OEATH
33.20
33.2 Freedom Mut Fund
2
Dean Witter Money Market Account
5,935.66
3
Automobile . 1967 Buick - VIN 49487611943781 - Not operating
Automobile . 1973 Ford - VIN 3Y87Al18241 - Not Operating
50.00
75.00
4
TOTAL Alao enter on lne 0, llulatlon
(Attach addl1lo'" 81/'r' . 11. shoolS" more space IS ~.)
Copyrighlfc) 1114 '0'''' .oll.a,. onlyCPSpl'''''t InCo
S 6 083.86
Fo,," 1600 8ch.dult E CRtv. 2.-,.
- .
REV-UOIEX+ tU-II)
cO"l'H'l,{\lfltiL4\,g~AH'A
ESTAlf. OF
John HacHurra
SCHEDULE F
JOINT1.Y-OWNED PROPERTY
FILE NUMBER
1995-00522
SS# 180-09-1268
07 02 1995
Joint tananl(I):
AIlIlRESS
450 \levon Rood
Camp lIi11. I'A 170 II
RELATlONSIIIP TO DECEDENT
Surviving Spouse
NAME
~ HELEN C. MACMURAY
II.
c.
ITEM umER DAlf. TOTAL VALUE DECO'S IlOl1AR VALlIE OF
FOR MADE OESCRIPTlON OF PROPERTY
NUMBER JOINT OF ASSET "INT. INTEREST
If./WfT JOINT
1 A 1941 450 Devon Rood $157.500 SOX -0-
Camp Hill. PA
2 A 1941 Dauphin Deposit Bonk
and Trust Company
No. 0057140804 2,287.00 SOX -D-
Na. 0057142726 12.834.00 50X -0-
.. ASSETS PASS TO SURVIVING POUSE BY OPERil nON OF AW
.
TOTAL (AIao entllr on I"" B. Recaol1ulallonl 0,00
Jolnlly-owned pfOl*IVl
(II more apace 10 needed. I~ addl1lonalahellls 01 sarno size,)
CoPyrlllht (e) ttM 'or", latl..,1 only CPSpllm.,lnCo
Fa'M 1600 achldu" F (Atv, 12....)
REV-U1IU. (1-13)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES AND UENS
COM~\l(:~~{~W:i\l~r~'NI'
ESTAlI! OF
Pl.... Prlnt of
FILE NUMBER
1995-00522
John MacMurray
SS", 180-09-1268
07/02/1995
ITEM
NUMBER
1 Pa American Water Comany
DESCRIPTION
AMOUNT
72.83
315.20
2
Bell Atlantic
3
VISA
147.87
174.87
4
Dauphin Deposit Bank and Trust
5
Ann Markley School Taxes
1,473.22
6
Waste Management Company
35.88
204.82
7
West Shore Country Club
8
Ann M. Markley - Personal Property Tax
15.00
9
10
11
Pine Street Presbyterian Church - Balance of Pledge
270.00
Pennsylvania Quarterly Estimated Tax Payment
125.00
950.00
Internal Revenue Survice Quarterly Estiamted Tax Payment
12
UGI
52.79
13
Funds for airline tickets to bring daughter home from Belgium
(32,020 franc - exchsnge rate 4.9 franc to $1.00)
6,535.00
TOTAL AJoo entor on Uno 10, R IM.tIon
(If more opace 18 nooded, Insert addl1lonel shoe" 0' same a1zo.)
Copyrlghl(c) 1114 fo,", aoftw.,a onl)' CPSya'ema,lnc.
S la 72.48
Form 1500 8chadute f CR...., '-13)
SCHEDULE K
UFE ESTATE/ANNUITYI
co"r..\l\grt~4\,llf~3{hY'NI' TERM CERTAIN
ESTATE OF FILE NUMBER
John MacMurray 5511 180-09-1268 07/02/1995 1995-00522
ThIs echodulo Is 10 bo usod 10' 011 Blnglo ilo, Joint or eucoosolvo 1/10 OIlalOl and lom1 oor1AIn caJculallona, For datoo 01 doath eIIor 12-31-81 and
befo<o &-1-09, aclUarlallactora lo<a/nglo 1110 caJculallona can be found In Rovol1lJo Booklol (REV-ll11l1B). For datoa 01 doalh on or alIOIll-1-8G
aclUarlallactol1l can be found In IRS Publlcallon . 14117 Actuarial YaJuOl. Alpha Volumo.
Tho lna1r\Jmonl aoaUng lho ilo In:..cm Is a: (Pl.... .ttach . copy ollnallumanl)
REV-1S'" U. (10.lil~)
Neme(s) 01 ut. Tenant(a)
Dale of Blrlh
Tenn of Yeara uta Eatale Is Payoble
lIe1en E. MacMurray
7-23-10
85
Toml 01 YOBI1I
TomlolYOBI1I
Tonn o' Yoars
Toml of Yon
1. Yaluo 01 Fund ~om which Ufo E81alo(a) Is payablo:, . , , . , . . , . . . , , . , , . . . , . . . . . . . , . , , . , , , ,
:z. Actuarial Foetor per approprialo Tablo . . . . . , , . . , . , . . . , , , . , . , , , . , . . , , . . . , , . . , , . , , .
Inl..os1TebIo,ato- 031/2% 08% O'O'~ OYarlabloRalO .32141"
3. YalueofUfoE81alo n.,xUn.2.",."......,..."...,...,...,.,.....,....,
.1"l>~toV$flANNUITY"INlEREST.,CALCULAnON~Ii;,
_tAgo
Date of Blrlh Noaraat Blrlh
641,424.00
.32141
206,160100
~{l
Neme(s) 01 Annultant(a)
Tenn of Yeara Annuity Is payoble
Toml 01 Yen
Toml 01 Yen
Term of Yoars
Toml of Yen
" ValueoIFund~omwhlehannultylapayablo...".,....,.,.,.... ...
0,00
2. Chock appropriale bfod< below and enl.. conospondlng (numbel) In column . . , , . . . . . . , , . . , . , . , . . . ,
Froquoncy of payout __0 Wooldy (52) O.fll-wookly (26) DJo1onlhly (12)
o OUar1orty (4) IT So<ri-Annually (2)0 Anl1lJally (1) TI Olher ( )
o
3, Amounl 01 payout per portod . , , . . , . , . , . . . . , . . . . . , , . . . , . . . . .
................ .
0.00
4. Aggrogalo Annual poymonl. Uno 2 x Uno 3. , .
,..,.................,........,...... .
0,00
5, Annuity Foetor (100 Instrucllons)
InlorOOl Toblo ,ale - 0 3 112"~ 0 8% 0 10'~ 0 Yarloblo Rnlo
0,0 "..,..,..,......,
0.0000
6, Adjuotmont Faclor (BOO Inalruc1lons). . , . , . , , , . , , . . . . , , , . . , , , . . . . . , . , . . . . . , , . . . , . .
7, Yaluo 01 Annuity - If using 3 112%, 5%, 10'~ or " VllIlablo 1010 and period poyoulls at ond 01 portod,
caJculallonls:Una4.Uno5.Uno5 , , , " . " . . , ,.' . . . .. , .. , " . . , , . , . . . . , . , ... , .
II using vllIlablo ,aiD and period payout Is al boglnnlng 01 pOflod, caJculallon I.:
(Uno4xUno5xUno6) + Una 3. . " , . , .,. , , , .. , .. , ... , , , , , . . , . , . , '" ,.
0,0000
0.00
0,00
NOTE: Tho valuoo ollho funds which aoalo tho abow futu'o Inl..oolS must bo 'oponod as par1 ollho Es1aIO AssoIS, Uno llhrough Uno 7.
Tho Rosultlng UfolAnnully Inl"os1(s) should be ,oponod allho approprialo lax ,aiD on Unos 13, 15, 16 and 17 as ,oqu~od.
Cop~oht (clllU fOlm '011....'. onl)' CPOyst.m.,lne. Form 1600 8eh.dule K IR.v, to.H)
fUV.'....U...".,
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
COMMONW(AlTtt 0" p[NNlnVANIA
INHUUlANC[ TAX R(tURN
AUIO[N' OEC[D[NT
ESTATE OF File Number
John MacMurray SS# 180-09-1268 07/02/1995 1995-00522
PART A: Enlolthe dooa1pllon end vwe o'oIln-. both taJcoblo and non-wablo, '0911_ ollocallon and nol 01 doducllons,
which ass 10 tho dooodonr. eurvtvl uao VIiI, t"tost 1 0 atk>n 01 law, Of 01h0fwt80.
lion 01 noms
Real ~:state
118mB
1
Amount
78,750.00
2 Stocks nnd Bonds par attachment Schedule B 933.-672.00
3 Dauphin Depoait Bank & Truat Company - 0057140804 - Checking 1,143.36
4 Dauphin Deposit Bank & Trust Company 0057142726 - Checking 6,417.21
5 Cosh, ctc per attachment Schedule ~; 6,094.00
Part A Tolal: Entar the IOtaI ""'eand In the apouse'e "Amounl_bIod< on Pogo 1 , 26,077.00
Elec\lon To Subject Property To Tax Under Sec\lon 2113(A) As A Taxable Transfer By This Decedent.
n e1ru1l or _.. enengemonl.- the requirement 01 SeclIon 2113(A), and:
L Tha 1rust or _or enOl'lllll'oent Ie IIsIed on Schodule 0, and
b. Tha value 01 the 1rust or similar enangomontle anlolod In whole or part as an essot on SChedule 0,
thon tho .ans!oro(s peraonal repr....ntallw moy spocII\caIIy Idonlffy tho IJUst (an or a kacllonal portJon or "",oontogo) to bo Includod In lhe oIocIIon
to ha"" auch IJUst or aImIlar property lroalod as e taxablo lransl...ln IhIs oslolo. II loss lhan lhe anllla valua 01 the 1rust or aImIIar property Is Indudod
as e taJcablo lranafor on Schodulo 0, the poraonol roprooonlallvo ahall bo eonsldorod to ho"" modo the oIocllon only.. 10 eln.ctlon 01 the IJUst or
_ar arrangomonL Tho nurnorator 01 this Iracllon Ie equal 10 tho "",,,unt 01 the IJUst or 61rr1111 enongomont Included .. a taxable asool on SChedule O.
Tha donomnalor Is equal \0 the tolal valuo or Iho IJUst or slrrillI enongomonL
ELECTlON:Oo you elact under 5ecUon 2113(A) to treat as I _a transrer In this ..1111 all or I porUon of I trust or aJmlllr IITIIngeMant
ctellId fo< the aoIe use of 1I11a decedent'1 auMvlng apouse durlng the IUMvlng opouse'l enUre IlfeUme?
-~ ""'. .,
YES [:::J NO 0 Signature - '?i 'j,j r; ) oJ J/11'\ dt'-"jy,j':LL!'" OateMllY . 1996
Not.: If the .lacUon oppllelto more thin one fruit or Ilmllar Imngelnen~ 1I1.n I separate copy of Schedul. 0 muat be Ilgnod Ind Bled.
Port B: Enlor tho dooa1pllon and valuo 0' a11lnlOl'OS1S. both taxablo and non-wablo, roglldlosa ol_n and not of doduetlons,
which ass 10 lhe dooodonre eurvM uso for which a 5ocIlon 2113 A oIocIIon 10 bol modo.
11001 . 00geri lion 0' homs Amounl
VnriollR stocks, bonds nnd/or cash liS !ltllted all Schedules II nnd E Ml,lt24.00
pan B TOlal (ooolnstruclloOlll
642,424.00
Cop)"I""'lcI1n!! 101M .otl....'. anly CP5Yllem.,lnc.
ForM 1500 6th.dull 0 (A.v. ..g~1
~ t. I.
Fidelily~/nuestments'
Fldolity Invostmonts Southwost Colll'any
a division 01 Fldolity Olsl ributora Corporation
400 East Las Colin as Blvd.
P,O. Box 650276
Dallas, TX 75265,0276
August IS, 1995
., .
Boswell, Snyder, Tintner & Piccola
Attn.: Maronetta Miller
315 North Front Street
PO Box 741
Harrisburg, PA 17108-0741
Dear Ms. Miller:
Thank you for your leller requeljting infonnation about John MacMurray's accounl(s)
with Fidelity. I will bc happy to answer your questions.
Mr. MacMurray had one active individual non-retirement account which was established .
on August 13, 1993. The table below shows the account infonnation and market values
onJuly2,1995:
Fund/Account
037/0440788933
Number of Shares
836.820
Share Price
11.84
Account Vatue
$9,907.95
The table betow shows the accrued dividends from July I, through July 2, 1995:
Account Number
037/0440788933
Dividends
3.05
I am not aware of any other assets held by Mr, MacMurray at Fidelily.
I hope this infonnation is helpful to you. If you have any other questions, please call me
at 800-345-5063 between 8:00 AM and 4:30 PM Eastern time, I would be happy to help
you.
--
,
Cathy Oslennann
Custorncr Service Specialist
Our file: 5148-04AUG95
fidelity Distributofs Corporation
Gonoml Ois1obtlticn ^geot for Fidelitv Mulunl Funds
, I
John Moell1nlTllY' 015.23445
Cllenl APIll1llsul
As of 07'()2,95
UNIT TOTAL MARKEThiARKET ANNUAL %OF
SHARES SECURITY COST COST PRICE VALUE INCOME~
Common Slock
2,000 P P & L Resources 23,36 46,717 19,50 39,000 3,340 13,6
Inc
2,000 Public Svc 27.88 55,754 27.75 55,500 4,320 19.4
Enlcrprise
2,000 Rochester Gas & 23,74 47,470 21.25 42,500 3,600 14.9
E1cc
Tolal 149,941 137,000 11,260 47.9
Munldpnl Bonds
55,000 Norrlstown Pa Area 90.37 49,705 90,15 49,585 2,805 173
Seh Dlst Rfdg
5.1(K)~ (}9JQI.ll
TOIaI 49,705 49,585 2,805 173
Government Bonds
100.000 Unlled Slates 99.72 99,719 99.56 99,562 5,125 34.8
Treas Nts
5.125~ 03,31.96
TOlal 99,719 99,562 5,125 34,8 ,
Cash And Equlvolents
Freedom Cash Managemenl Fund 34 34 2 ...J1:Q
TOlal 34 34 2 0,0
TOlnl Porlfolfo
299,398
286,181
19.192 100,0
. '
,'" f.
u./ij ~ , '#0
8 ' '
.....
O~ I!! ct d
'#0< 0
...
-lW 8 CD CD
(\/ (\/
<~ d ~ ~
:Jo {fl
Zo (\/ (\/
Zz lI) lI)
<-
~ t;: 10
~w 10
3 d oj oj
..... ~ CD
~~ 01 ... .:'
~-l en g (<j
(fl ...
a:<1O lI)
a:(/)Ol ~w ~ CD
::::l-c;r 0
:::E~O ..... S
0:0 .....
00.;;: <0: (fl ...
<0.0 ~a. lI)
:::E<u.
zl-O 8 8 8
:czCI) ~t)
ow< d d d
..,::1 (fl lI) lI)
00 00
1-0
W
I-t) 8 8 8
ci ci d
Zo (fl w w
:Jo
2
~' ~ IOlD
.c~ XOCD
a: 01 in' C')
:J '.21u. ~~~~1ii
frl ::c~ 00...
~I- 15<0:.l!":
CI) -"C m~g8~
Ol_ .2
en "C Ol
(/)1 "CU:>= 1:(,!)a.a:i.l!l '0
c:,... OlO 1::
:JC') E8
w, LLCD 0
0:, n; c: . a.
<' ...10
J:I :J Ql(\/ n;
- >
CI)' :J 0 -
I :::IE (,!) 0
I I-
DEAN WI7TliR REYNOLDS INC.
JOI MarkelSlreel, p, O. Dox 1205J, Harrlsburg./'A 17108-0000
TelcpllOne (717) 255-0000
I (800) 070-007J
, ,August 30, 1995
~
SEP 18 1995
-------
Estate of John MacMurray .
Municipal Bonds - Values as of 6/30/95' and 7/3/95
Quanity/Narne
10,000 Cumberland Valley PA School Dist
General Oblig Regd (230822ES3)
15,000Allegheny Hasp Dev Auth Rev Presby
Univ Hosp A Be PA (017289P29)
10,OOOPhiladelphia Municipal Auth TY Rev
Ref FGIC Regd Penna (717904BL9)
25,OOOPennsylvania TPK Commission TPK Ref
Ref K(709223EE7)
15,OOOPennsylvania ST TPK Commission TPK
Rev G(709223FUO)
10,OOOSt Mary Hospital AU Langhorne Hasp
Ref Franciscan (792226BE1)
25,000Allegheny Co PA Hsp DV AU Ref MA
Gee Hsp(01728ABA3)
Value
6/30/95 7/3/95
10,245.10 10,244.10 -
16,354.80 16,353.30'
10,953.30 10,952.30-
28,168.00 28,165.50'
17,042.10 17,040.60.
10,584.50 10,583.50-
25,626.50 25,624.00-
.
,..... . ";.;.
. ","_.-.,,-.~"" -,...+..."'.......-_,- ~.."
. 1.1,
DEAN WIITER REYNOLDS INC.
JOI MarkelSlrllCl, I'. O. Box 1205J. Harrisburg. PA 17108-0000
Telepllone (717) 255-6006
I (800) 070-067J
lU'" r
;. ",
(, ~;'. .:l
t;';;~f' ~
,.',',.",.. '
,
. ,
.f
i'
I
I'
\
August 30, 1995
,
,
r~
Estate of John MacMurray
Common stocks - Values as of 6/30/95 and 7/3/95
Value
Quantity/Name 6/30/95 713/95
200 American Home Products 15,400 15,475
7,764 AMP Inc. PA 329,970 328,029
1,200 Coca Cola Co. 76,800 76,500
200 Colgate Palmolive Co. 14,700 14,625
200 Exxon Corp. 14,400 14,125
400 Kellogg Co. 28,700 28,550
200 United Technoliqies Corp. 15,725 15,625
..
, '
DEAN W17TI;R REYNOLDS INC.
301 Market Street. I'. O. /Jox 12053, Harrisburg. I'A 17/08-0000
Teleplwne (717) 255-0000
I (BOO) 070-0073
August 30, 1995
I) , )~\
r .:, .....
, , .
/, I.
Ouanity/Name
10,000 Commonwealth Edison CO
OST MTG SER 37 8.250%
10,200
10,225
Dean Witter Mutual Funds - Values as of 6/30/95 and 7/3/95
Ouanity/Name
949 US Government Secs TR
Value
6/30/95 7/3/95
8,531.51 8,550.49
Cash and Money Market Funds - Values as of 6/30/95 and 7/3/95
Name
Value
Active Assets Tax Free Trust
$5,935.66
_ __'---"_'~~"____;-~~''''''--'_''''1,,..,,..~__..",,,",,,,,,,.''''L' ,t. ,~~~" ". ,.",TT'__''-''~-'''''''''~'''-='~ "......_~._..-"'.._...__~....-T.~__...._~"."H. ,.,- '-'" ,.
,.,. .,
,.-.~,~.
,I'
Soclol Security' 180'OII'126ll
Itlt. ota John H.cMurny Processing ooto, 08/30/95
Ito of oOlth, 07/02/95
.IUltlon Olto, 07102195 N~r of Securltle. 23
Shirl. Security H.ln Olvllnt Security
or Par OOlcrlptlon High/Ask LowlBld &/or Adj. Accruel Yo I...
I) 200 AHERICAII ItOHE "OIlS CI' (026609107)
" . 07/03195 77.625 77.25 HIL
06130/95 77.875 77.0 H/L
NYSE 77.07500 15,487.50
2) 7761. NJ.P INC (031897101>
07/03195 42.75 41.875 H/L
06130195 42.75 42.25 H/L
NYSE 42.406250 329,242.13
1200 COCA COLA CO (191216100)
07/03195 61..625 63.75 HlL
06130195 65.0 63.75 H/L
NYSE 6I.,2a1250 77,137.50
200 COLGATE PALHOL1VE CO (194162103)
07/03195 73.0 n.5 HlL
06130195 74.0 73.0 H/L
NYSE 73.125000 14,625.00
I) 200 EXXON CORP (3022P0101)
07/03195 71.0 78.625 H/L
06130195 n.375 78.625 Hll
NYSE 71.156250 14,231.25
"
400 KEllOGG CO (487836108)
07/03195 71.5 71.125 HIL
06130195 n.l25 71.25 H/l
NYSE 71.500000 2a,600.oo
50 PENNSYLYANIA PUR & LT PFO 4.6OX (709051502)
07112/95 NA NA H/L
06130/95 NA NA H/l
OTC NA NA
200 UNITED TECHNOLOGIES CI' (9130171011)
07103195 78.375 78.0 H/L
06130195 78.75 77.875 Hll
NYSE 78.250000 15,650.00
10000 COI4HON\IEALTH EDISON CO (202795RY1>
OTO 12/01/77 Mat. 12/01/2007 8.250X
07/05/95 102.0 102.0 Hll
06/30/95 102.25 102.25 H/l
NYBE 102.166667 10,216.67
Int. 6/ 1195 to 07/02/95 71.04
1??oo PHILADELPHIA PA HUN AUTH REY (717904BPO)
OTO 03/01188 HIt: 04/0112007 7. 700X
07/03/95 110,621 .110.346 AlB
06130/95 110.61.5 110.37 AIR
110.495500 11,049.55
Inti " 1195 to 07102/95 194.61.
15000 ALLEGHENY CHTY PA HOSP OEY AUTH REY (0In89P29)
OTO 02/01188 Mat: 03/0112008 7.60OX
07/03/95 110.179 1011.912 AlB
06/30/95 110.203 1011.935 AlB
110.05n50 16,508.59 I
Int: 31 1/95 to 07/02/95 383,17
10000 ST HARY HOSP AUTH LJ.NGHOllNE PA HOSP REY (7922268Ell
OTO 09101/89 Hit: 07/01/20011 7.000X
07/03/95 108.343 107.966 AIR
06/30195 108.875 108.495 AIR
108.419750 10,841.98
Int: 7/ 1195 to 07102/95 1.94
.. m._ _ T'. ."_____ ,--,_,-,_.~,~_,,,,,~_""."_~
,I ,.
social Security' 160.09.1268
U. ohJohn MlcKurr.y Yaluatlon Datal 07/02/95
Sheree Security Heon Dlv/lnt Security
or Plr Ollcrfptton Nlgh/Alk low/Bld &Ior Ad). Accrual Yo I...
1??oo QJlBERlAIlO YAllEY PA 5CN OUT (230822ET1)
010 03/01/91 Hat. 0910112010 6.6OOX
07/03/95 103.173 103.058 AlB
06/30/95 103.164 103.068 AlB
103.120750 10,312.08
Inti 31 1195 to 07102195 2211.56
25000 PEMNSYlYAIUA IT TPK IXlHHll TI'I: REV (709223EE71
DTD 04/15/89 Holt. 12/01/2012 7.500x
07/03/95 113.563 113.133 AlB
06130/95 113.5113 113.152 AlB
113.357750 2ll,339.<<
Inti 61 1195 to 07/02195 161.46
25000 AllEGIlENY CNTY PA ItOSP OEV AllTH REV (0172llABA3)
010 10/15192 Holt. 10/01/2013 6.000x
07/03195 100.75-4 99.98 AlB
06130195 100.538 99.766 AlB
100.259500 25,060\.88
Inti 41 1195 to 07/02/95 379.17
15000 PENNSYlYAIlIA ST TI'I: IXlHHll TPK REV (709223FUO)
OTO 08/04/86 HoItI 12101/2017 7.4DOX
07/03/95 114.888 114.37 AlB
06130/95 114.854 114.387 AlB
114.624750 17,193.71
Inti 61 1195 to 07/02/95 95.58
949 DEAN "ITTER U 5 GOVT (241906106)
06/30/95 9.01 Bid
NASllAQ 9.01??oo 8,550.49
33.2 FREEDOH I<<JT FD (356403105)
06130/95 1
I.DOOOOO 33.20
2000 P P & l RES INC (693499105)
07/03/95 19.5 19.375 Nil
06130/95 19.5 19.375 Nil 38,875.00
NTSE 19.437500
2000 PtJ8L1C SYC ENTERPRISE (7<<573106)
07/03/95 27.75 27.625 Nil
06130/95 28.0 27.625 Nil
NTSE 27.750000 55,500.00
2000 ROCNESTER GAS & ElEC (nl367109)
07/03/95 21.375 21.125 Nil
06/30/95 21.5 21.125 Nil
NTSE 21.281250
Dlv .45 E 06/30 R 07/05 P 07/25/95 +0.45000
21.73125 43.462.50
55000 NOllRISTOI/N PA AREA seN OIST (65649INS9)
010 02/01/94 Hot: 0910112011 5.100x
07103/95 90.836 90.165 AlB
06130/95 90.828 90.157 AlB
90.496500 49.m,08
Inti 31 1/95 to 07/02/95 942.79
10??oo UHIIEO STATES TREASURY NT (912827P30)
010 03/31/94 Hot: 03131/1996 5.125X
07103/95 99.625 99.5625 AlB
06130195 99.625 99.5625 AlB
Deeter Quotes 99.593750 99,593.75
Int: 3/31/95 to 07/02/95 1.302.25
,,,
SOCI.I s.curlty , 1110-09-12611
,t. of.John MaeHurr.y
V.luatlon Date, 07/02/95
SlI.r..
or Par
s.....lty
o....lptlon
HIgh/A.k
Low/Bid
Me""
&lor Ad!.
olvllnt
A.......I
S....r Ity
V.I...
.1 . .....rlty Y.I.....
,I . Accruel..
,I PorHollo Y.l... .
, .
13,760.60
S92O,288.3O
S924,048.9O
, .
"
-- ..... ~-.......--.
.
- - -~ .-- -- .. t.._... ~l---- _.- -- -.. - ---l-- --..
I,
-- ..,.- -..~..' -...-- -- -- ~ -. - - ._- -- _.- -.-- -----
.'
......'
...-
RECEIVED FROM,
I
m
AMOUNT
SNYDER DONN L
31\5 N FRONT ST
POBOX 741
HARRISBURG, PA
101
.S,O~b.OO
REMARKS
m TOTAL AMOUNT PAID
.3.0\56.00
DO
I
I
/OlD ."1,1
I
I
!
I
I
I
I
I
i
UTAU INFORlMTION,
~ Il MaER
II el-199\5-0\52e
EJ NAME OF DEC~ENT lAST)
II DATE 0 PAYMENT
m POSTMARK
COUNTY
SSN
(FIRST)
1710e-0741
\
DONN L SNYDER
SEAL CHECK" 1 \5918
THIS RECEIPT IS REPLACED WI'IlI
M 112950
RECEIVED BY
SIGNATURE
- RECEIPT
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
. . .
_.- '---.- -----........ -----_._.-.----.._- .-.----,------ -----......----_..~ _..-.--
- . ,...... ......-.-...-.--,........... . ..' ",' i
, ,0
~.
.1.
,
,
.
I
..
.
.
,
. '
:
'.'- "
o' . __ . ...
..-_&
-~
..
~_.._'
,
---._-----;".~ -
f -..
--
.....
\.
... ......- -... -'.- .
--~---------_._----"---_._-------------
,.\,-,-C "k., . ","'.'t;,; " .
~~Ld'Wci~~t;~=t!JI=r.:~:::5T"'T.x *,
ACN
~ ASSESSMENT P:'I
II CONTROL iii
NUMBER
RECEIYED fROM,
/,....
AMOUNT
.
tel!,ooo.OO
SNYDER DONN L
~1~ N FRONT ST
-"~ POBOX 741
HARRISBURG, PA 1710S-0741
101
'OCD"""
ESTATE INfORMATION,
1:1 IL,NUMBER
~ e1-199S-0See
~ NAME Of DECEDENT (LAST)
(;i MACMURRAY JOHN
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
SSN lS0-09-1e6B
(fiRST) (Mil
CUMBERLAND
DATE Of DfATH
m TOTAL AMOUNT PAlO .ee , 000.00
DD
..",,,,,, 01/" .J:"~if.~'
~. '..H. r)I!P1l,
R~GrS~ERL5~I~ILLS ~/l~'
REMARKS
TUCKER ANTHONY INC
C/O DONN K SNYDER ESQUIRE
CHECK" 01S1S0157
SEAL
REGISTER OF WILLS
.~._.~ ___ ______'-__.~._._.~,~,'_:':'..~_.~_:':":.=~,.~,~.~ - --'-- ---- - - - - 'T'"' -'-:1'--:---- -.-
"'It, ... ",t. ,
. ., : .
. .
.
. ."
~'
."
,
,
/
..,
.
.
,
. '
':
____A
-~
..'
--
.....:-
, .. _.._---
,
---
r ....
-;-...............&JJl
1.5-43-1'1
BUREAU OF INDIVIU~AL TAKES
IHtKR1TAHC[ TAil DIVISION
DEPt. UD60l
HARRISIUAQ, PI 171ll-0601
'.
l.../
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,*'
.".," U'" II'.'"
10-14-96
MACMURRAY
07-02-95
21 95-0522
CUMBERLAND
201
JOHN
DONN L SNYDER
BOSWELL ETAL
PO BOX 741
HBG
A.aunt A."Bled
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEt To In sur. proper credit to ~our .ccount, sub.it the upper portion of thi. for. with your t.x pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
Rifv=483--EX--AFP--ioi::96i-----ii.-NiificE--OF--OETifRHiiiAfiiiN-Aiio-AiisESS-HENif---------------------_.-----
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ss
ESTATE OF MACMURRAY
JOHN
FILE NO.21 95-0522
ESTATE TAX DETERMINATION
ACN 201
DATE 10-14-96
1, Credit For State Death Taxes as Verified
15,687.00
2, Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Intarest)
25.018,11
3. Inheritance Tax Assessed by Other Statas
or Territories of the United States
(Excluding Discount and/or Interest)
,00
4. Total Inheritence Tax Aasesaed
25.018.11
.00
5. Pennsylvania Estate Tax Due
TAX CREDITS I
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-)
RECEIPT
NUMBER
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE ,00
-IF PAlO AFTER TNIS DATE, SEE REVERSE SIDE elF TOTAL DUE IS LESS THAN n, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRI, YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.!
on
r;,
~j
"
.. :t}
'ii;.
H
-...,
~
U1
, ~ ~
,,,
PURPOSl OF
HaTlCE.
0.>
To fuUlll tM r.qulr...ntl of Section ""5 IbJ of thl lnh.rUanu and E".h '11lI Act, Act n of 1991.
171 P.I. S.ctlon 2."51.
PAYHtHTI
D.tech thl top portion 0' thl, NoUu and tub,it with )lour PI)"'''' to thl "..lIh, of Willi prlntld on the
r.".r.. .Ide,
.. "11I1 chick or .oney ordn p."IIbI. tal REGISTER OF MILLS, AGENT.
All plv.."h r,cllvld .hlll b. .pplhd flrlt to eny Int.rn' which "V bl due wUh any re...net.r .ppU,d to thl till.
REFUND eCAl1
" r.fund of . t.. credit '.y b, r.qul.tld by co.p.ltlng In "'ppllcttlon for R,fund 0' P,nnlvlv8n11
Inhtrlt."u ~ ht,t, 'III" (REY.UUJ. ApplSntlon. .t. ,,,,lIabl, at thl alfln 0' the Rlllhtlr of WUh,
any of thl 25 R.v.nul DI.trlct OffiCI' or frol thl O.p,r,.."\I, '''-hour ."....r1n. ..tvICI nu.o.r. for 'or.. orderlnDI
In P~.ylvanl. l-aaa-S6Z-ZaSO, out.ld. p.nn,vlv.nl. and within 10c.1 H.rrl.bUrg ar.. (7171 7'7-'094,
TOOl (7171 771-11SZ IH..rlng I.p.lrad Onlyl,
OBJECTIONS I Any party In Int.ra.t not ..tl.fl.d with th. ........nt of t'M .. .hawn on thl. notlc. ..y obJ.ct within
.IMty 1601 d.y. 0' ,..calpt of thl. Hotlc. bYI
--wrltt.n prot..t to the P" D.p.rt.ant 0' R.v.nu., loard a' AppIII., Dapt. Ulall, Itarrlsbure, P" Hila-Ian, OR
"al.cUng to h.va the ..ttar d.h,..ln.d at ludlt 0' the parsonll reprellntattv., OR
--app..1 to the Qrphan.' Court.
..attIH-
lSTRATlVE
CORRECTIONSI
F.ctual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI P" D.part.tnt 0' R.v.nut,
lurtllU 0' Indlvldu.l hU'1 AnHI po.t .........nt R.vl... Unit, a.pt. 210601, Harrisburg, P" 17121-0601,
Phon. C7171 7'7-6505. S.. p.a. 5 a. th. bookl.t "In.tructlon. 'or Inh.rltanca TaM R.turn 'or a R..ld'nt
Dlcad.nt" (REV-15011 'or In ..plan.tlon 0' ad.lnl.tr.tlvalv corract.bl. .rror..
PENAL TV I
Th. 15~ t'M aen..tv non-p.rtlclpatlon p.naltv I. cOlputad on th. total of thl tlM and Int.r..t .......d, .nd not
p.ld b.forl Jlnu.rv I" 1996, th. flr.t dav a' tar th. .nd 0' tha taM a~..tv p.rlod. Thl. non'p.rtlclp.tlon
pln.ltv It ,ppllltbl. In tha .... "MU .nd In th. th. .... tI.. p.rlod .. YOU would appIII the tlM and Intlrllt
th.t hit bltn .......d II Indlc.hd on thlt not Ice,
INTEREST I
For d.t.. o. d.ath on or .ft.r 10-3-91, P.nn.ylv.nl. E.t.t. 'eM ba..d on th. F.d.r.1 E.t.t. "M
return b.co... dallnqu.nt .t the ...plntlon 0' nln. (09) 1II0nth. 'rOI the d.t. 0' dllth.
For d.ta. o. d..th prior to 10-3-91, P.nn'vlv.nl. E.t.t. T'M b...d on th. F.d.r.1 E.t.t. "M r.turn
blco... d.llnqu.nt at thl ..plratlon 0' .Ight..n CI') .onth. 'rot tha data a. d..th.
18.... which b.c... d.Unqu.nt b,'ort January I, 1911 b..,. Inhr..t at th. nt. a. .s. t6~) p.rcant par IlMUI
nlcuhtld .t . d.lly nt. 0' ,OOOI61tt. ..11 t.... which bICl.. d.Unqulnt on or .'hr J.nuary I, 19at will b..r
Int.ra.t at e ratl which will v.ry 'rel clland.r y..r to cal.nd.r y..r with thlt retl announcad by thl P"
D.p.rt..nt of Rav.nu.. Th. .ppllc.bla Int.ra.t ,..t.. '0" 19.2 through 1996 .rll
V..,. Intar..t Rat. u.lly Int.,..t F.ctor V..,. Int.r..t Ret. Dally Intlrllt Fletor
191' 'OX .000541 1917 .. .000147
I9IS 1.. .000431 19..-1991 lliC .000301
19'" 11> .000301 1992 .. .0002"7
1915 In .000356 1993-1994 1> .000192
1916 10> .00all" 1995-1996 .. .000247
--Intar..t I. calculat.d .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Netic. I..u.d a,tar th. I.. blcoa.. d.llnqu.nt will r.fl.ct an Intar..t calculation to fl'taan liS) d.y.
b.vond thl d.t. e' th. ........nt, l' pay..nt I. .ad. a't.,. thl Int.ra.t co.putatlen dlta .hown on tha
Hetlce, addltlonll Int.r..t .~.t b. calculat.d.
BUREAU OF INOIVIDUAL TAXES
INIICRI laNCE TAM DIVISION
DEP'. :ID601
ItAAAlSlURQI PA IlllI-DbDI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,
,
NOTICE OF INItERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS ANO ASSESSHENT OF TAX
:'-1)
f*
DONN L SNYDER
BOSWEll ETAL
PO BOX 741
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17108
10-14-96
MACMURRAY
07-02-95
21 95-0522
CUMBERLAND
101
Alnount R...t Had
C--
1".lhlll II' 'H.'"
JOHN
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i5't;nX--AFP--Cii''f:9&i--iiiiYicni';-X-NHEiiifANCi-;:iix-A-pjiiiiiisEifiNT-,u,\i.i,-ciiiANci-eili--...-m---m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN FILE NO. 21 95-0522 ACN 101
TAX RETURN WAS I J ACCEPTED AS FILED I X J CHANGED SEE
ESTATE OF MACMURRAY
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Red Edat. (Schedule AI (1)
2. stock. and Bond. (Schedule 8J (2)
3. Clo..ly Hald stock/Partnership Int.r..t (Schedul. C) (3)
4. Hortg.ga./Not.. Racelvable (Schedule DJ (4)
5. C..h/Bank Deposita/Hile. Parlonal Property (Schedul. EJ (5)
6. Jointly Ovnad Property (Schedul. f) (6)
7. Tranafara (Schedul. OJ (7)
a. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funaral Expan..,/Adln. COlts/Hlle. Expan... (Schedul. H) (9)
10. Dabtl/Hartgag. Liabiliti../Lien. (Schadule I) flOI
11. Totel D.duction.
12. N.t Valu. of TaM R.turn
15. Charitable/Govern.ant.l Oequa.t. (Schedul. J)
14. Net Value of E.tat. Subjact to Tax
NOTEI
If an assessment was issued preYiouslY, lines
reflect figures that include the total of ~
ASSESSMENT OF TAXI
15. A.ount of Lin. 14 at Spou.al rata (15)
16, AlI'lount of Lin. 14 ta)Cabl. at Lin.al/Cla.. A rat. liEd
17. AlIlount of Lin. 14 t.xabl. at Collat.ral/CI..s 0 rat. (17)
18. Principal TaM DUe
TAX CREDITS I
PAYHENT
DATE
09-27-95
06-14-96
.00
933,672,00
.00
.00
6.094.00
,00
.00
181
31,719,19
10,372,48
1111
112J
IUI
114J
DATE
A TT ACHED
10-14-96
NOn CE
NOTEI To in.ur. proper
cr.dit to your account,
subll'lit the Upper portion
of this forlll Nith your
t.x pay..ant.
939.766,00
4?nQ? nn
897.674,00
.00
897.674.00
14, IS and/or 16, 17 and 18 will
returns assessed to date.
RECEIPT
NUHBER
AA082187
AA11Z950
DISCOUNT l+ J
INTEREST I-I
1,157.89
54.42-
461,411.00 x,OO.
436.263.00 X ,06.
.00 X ,15.
1181
AHOUNT PAID
22,000.00
3,076.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REYERSE
FOR CALCULATION OF AOOITIONAL INTEREST.
.00
26.176.00
.00
26.176.00
26,179.47
3.47CR
.00
3.47CR
IF TOTAL DUE IS LESS TItAN n, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDITn (CRI, YOU HAY BE DUE
A REFUND. SEE REYERSE SlOE OF TNIS FORH FOR INSTRUCTIDNS,J
no
r: '"
"1}
1':'1
C'"";,
I
\./1
.~_....
'jJ
RESEAVATJONl E.t.t.. of dlcld.nts dvlng on O~ b.for. Olc..bl' 12, l'IZ .- If any lutur. Int.r..t In thl ....t. 1_ tran,flrred
In POI'I.,lon Dr .nJoy..nt to tl... . (col1e,."I) banetlcl.,l.. of thl dlcldent ,ft't thl IMplretlon of any ....t. for
II'. or for y..r., thl Co..onw..lth hlteby Ixpr...ly r...rv.. thl right to IPpr.I.. end ...... trlnl'.r Inherltanc. TIM"
It thl l~ful CII" a (collat,ra!) t.t. on Inv such future Int.r..t.
PURPOSE OF
HOTICEI To fulfill thl requir...ntl of Slctlon Zl~O of thl Inherltancl Ind E,t". '1M Act, Act IZ of 19'1. 72 P.S.
S.ctlon 21"0,
PAYHEHTI D"lch thl top portion of thh NoUn and lub,1t wlth your Ply..n! to thl Rlght,r of WUII prlnhd on thl rlv.r.. .Id..
--"PI chllck or lonlY order payablu tOI REGISTER OF MILLS, AGENT
All pav-anta racalved .hall flr.t ba appliad to any Intar..t which ..y ba due with any r..alndar applied '0 the taw.
REFUND (CR)I A rafund of . 'aM cr.dlt, which w.. not r.qu.ltad on the fax R.turn, .ay ba r.qua.t.d by co.pl.tlng .n "Applic.tlon
far R.fund of P.nn.ylvanla Inh.rlt.nce and E.t.'. fax" IREV-ISIS). Appllc.tlon. .r. .vallable .t 'he Offlc.
of the Ragl.t.r of Wille, .ny of the ZS Rev.nue DI.trlct Office., or by c.lllng the .pacl.1 Z~-hour
.nlwerlng ..rvlc. nueb.r. for far.. ordarlngl In p.nn.ylv.nla 1-100-36Z-2050, aut.ld. P.nn,Ylvanla and
within locel Harrl.bUrg ar.. (717) 717-109~, fOO' (717) 77Z-ZZS2 IH.arlng I.palr.d Only).
OBJECTIONSI Any p.rty In Int.r..t not ..tl.fied with the .ppr.I....nt, allowanc. or dl.allowanc. of deduction., or a'la...ent
of taw (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct wl'hln .Iwty (60) d.y. of rec.lpt of
thlt Motlc. byl
--wrUhn prot.st to 'he PA D.p.rt.ent of R.vanue, Boerd of Appeeh, Dept. ZalOZl, Uarrhburg, PA 17128-1021, OR
--al.ctlon to have 'h. ~.ttar d.ter.lned .t eudlt of the account of the p.r.onal r.pre..nt.tlv., OR
--app.al to the Orphan.' Court.
AI>>UH
ISfRATIVE
CORRECTIONS I
F.ctual .rror. dl.cov.r.d on thle ........nt should b. .ddr....d In wrltlng tal PA D.p.rt..nt of Aava,"I.1
Buruu of Individual Tlue.., AllNI Po.t ........nt Revl.w Unit, D.pt. 2110601, Harrisburg, PA 171ZI-0601
Phon. 1717) 717-6505. Sa. pag. S of the bookl.t "In.truc'lon. for Inherltanc. Taw Raturn for. R..ld.nt
Oacadent" IREV-1SOI>> for .n .xplanatlon 0' adalnl.tratlv.lw correotabl. .rror..
I' any taw due I. paid wlthln thra. IS) c.landar .onth. .ftar the decad.nt', d.ath, a flv. p.rc.nt CS~) dllcount 0'
th, t.w paid I. allow.d.
DISCOUNTI
PENALTY I
Th. lSX tax aan..tW non-participation p.nalty I. co.put.d on the tot.l of the t.w and Intar..t .......d, .nd not
paid b.fore Janu.ry II, 1996, the flr.t day aft.r the .nd of the taw ..n..ty p.rlod. Thl. non-participation
p.nalty I. app..labl. In the .... ..nner and In the the .... tJ.. p.rlod .. you would app.al the t.x and Int.r..t
th.t ha. b..n .......d a. indlc.t.d on thl. not Ie..
INTERESfl
Jnt.r..t I. eharg.d b.glnnJng with flr.t day of dallnquency, or nln. (9) .onth. and one (I) day fro. the d.t. of
d..th, to the d.t. of p.y..nt. faxa. which b.c... d.llnquant bafor. January 1, 1912 b.ar Int.r.at at the rate 0'
.1. (6X) p.rcant per annua calcul.tad at . dally r.ta of .00016~. All taxe. which b.e... delinquent on end a'tar
January 1. 1912 will bear Int.re.t at a rat. which will v.ry fro. c.1.nd.r yaar to cal.ndar y..r with that rat.
announc.d by the PA D.part..nt of R.v.nu.. Th. .ppllcabl. Int.r..t rat.. for 191Z through 1996 .ra'
'!!!r Int.rllt Rata DaU y In tar.. t Factor :!!!r Inter..t AlIt. DallY Intere.t Facto..
1982 ZU .OOO5U 1987 .. .000247
1985 16;( .oooue 1988-1991 llX .00OSOl
19U 11:< .00OSOl 199Z .. .0002U
19I5 1S~ .00U5t1 1995-199" n ,000192
1916 1O~ .000Z7~ 1995-1996 .. .0002"7
-~Intlr..t it calculat.d .. folloWII
INTEREST a BALANCE OF TAX UNPAIO X NUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Notlc. 1.lu.d aft.r the ta. baco.., dellnqulnt will r.flact an Int.re.t calculation to flft.en 115) day.
bavond the date 0' the ........nt. If plly.ant I. JII_da .ft.r t". Intar..t co.put.tlon data .hown on thl
Notlc., addltlon.l Int.r..t .u.t b. c.lcul.tad.
.
"
:
WHEREAS, the Executor has proceeded with the ndmlnlstratlon of said estate, and
has paid all proper bills and debts of the Decedent and for the estate and has prepared a
Pennsylvania lnherltance Tax Return and Federal Estate Tax Return, which documents were
f
~i
~
tlmcly filed with the appropriate office. All tax due wns paid In ful1 at that time. Truc and
,
correct copies of thc acceptance by the Commonwealth Department of Reyenue and the
Internal Rcyenue Service are auached hereto, made part hereof and marked Exhibits "B"
& "C"; and
WHEREAS, all parties hercto hayc cxamined the Income and expense schedules for
the Estate pertinent to the estate assets and expenses paid during the course of the
administration;
WHEREAS, the parties agree that the Executor need not file a formal Accounting
and Schedule of Distribution with the Orphans' Court of Cumberland County, and that the
net estate of the Decedent shall be distributed in accordance with the Last Will and
Testament of Decedent.
NOW TIlEREFORE, the parties hereto intending to be legally bound hereby,
mutually agree, ns follows:
1. Estate Tax Returns. The parties hereto, and each of them, agree and
acknowledge that they have ful1y and careful1y examined the Pennsylyania Inheritance Tax
Return and the Internal Reyenue Service Estate Tax Return, and find them to be correct
as set forth, and acceptable to the parties hereto and each of them, and further acknowledge
that they haye each received a copy of these documents.
-2-
'.
" ,"
2, Pennsylvania and Federal Flduclarv Income Tax Returns The Executor
advises and acknowledges that the Pennsylyanla and Federal Fiduciary Income Tax Returns
will be timely flied for calendar year 1996 on behalf of the Estate.
3. Release and D1scharl!e. The parties hereto do hereby release, remise and foreyer
discharge the Estate of John MacMurray and the Executor of the Estate, of and from all
manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoeyer
which he or his legal representatives or assigns may at any time hereafter have, against the
Executor, the said Estate or the assets thereof, from, for,touchlng or concerning any of the
assets and property of the said Estate and/or any claim or Interest thereto or therein, and
the administration, management, collection, sale or distribution of any of the said assets and
for or on account of any money, interest, income, assets or proceeds out of the same, from
the time of the death of the said decedent to and Including the date of this Agreement and
release.
4. Distribution. The beneficiaries of the Estate of John MacMurray agree to
distribution as follows:
Benetlclarv
MacMurray Family Trust
Helen C. MacMurray
John C. MacMurray
Proceeds
$641,424.00
$255,250.00
$1,000.00
-3-
'.
"
S. Pcrsonal Propcrtv. All pcrsonalty was dlstributcd to thc namcd beneficiaries In
accordance with thc Last Wlll and Testament.
6. Final Al!rcemcnts. This inslrument Is a full and final Family Selllement
Agrccmcnt by and among the parties hereto, all of the same having becn arriyed at,
concluded and executed after a full and complete disclosure of the assets of the said estate
and the rights of the partlcs hercin and thereto and all of the parties hereto, and each of
them, agrecs to abide by the terms thereof.
7. Reaulrementto Executc Documents. The parties hereto. and each of them, agree
that they will at all times in the future and wheneyer necessary, appropriate or conyenlent,
make, executc and dellyer to the said Executor, and to the other party or persons, any and
all Instruments, documents, conyeyances, deeds, releases or other instruments of any kind
necessary or conyenlentto carry out the intention of this Agreement andl or to permit, assist
and enable the Executor to fulfill his duties with reference to the said estate and all of the
assets thereof.
8, Entire Al!reemcnt. This Agrecment constitutes the entire undcrstandlng among
the parties hereto, and each of thcm acknowledgcs that no reprcscntatlons or statement of
any kind. wrlllen or oral, havc becn made to Ihem or any of them prior hereto by the
executor or by any other person or party upon his behalf.
9. Heirs. This Agreement shall enurc to t~c bencfit of and shall bc binding upon,
the parties hereto, and each of them, their heirs, executors, administrators, successors and
assigns.
4-
,
".
."
.' ..
IN WITNESS WHEREOF, the parties herelo haye hereunto set their respective
hands and seals the day and year first aboye wrillen.
MACMURRAY FAMILY TRUST
~ ~\.)Q.O_o
JOHN W. REBOUL, TRUSTEE
(\.IZADElIt M, SOMMER
Nolary Publln, 51010 01 Now York
No, ~1.4B4311B
OUllllllod III l'j.Q~x.olllJ;WJlIlV
Conllnl"ololl E.JIIIl!Iilt&I:I8. uWOHN MACMURRAY
l-hr';~vl C!nttc;m (M...1ALf
HELEN C. MACMURRAY u
?,#~~~/h-;;v
J HN C. MACM Y (j
Sworn to and subscribed
before me this
:l7 1h.
day of December, 1996.
~~ )U.~rw~
E1I1MlrTII M. SOMMER
Nolmy f'lIhlln. molo 01 Now York
No "I 4843t to
OUldl:lfJ'J I" Nnw York Cnuntv
Conunll.,.IUfI r"plrns Fob. 20, 100 e
-5-
.
"
IN RE:
ESTATE OF JOHN MACMURRAY
.
.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNlY
.
.
: PENNSYLVANIA
.
.
DECEASED
ORPHANS' COURT DIVISION
.
.
NO. 1995.00522
SATISFACflON AND AWARD
The undersigned, hereby acknowledge that John C. MacMurray, Executor of the
Estate of John MacMurray, deceased, has distributed to the undersigned the following:
Cash, Stocks and Bonds
$641 ,424.00
as full payment of all sums due pursuant to the Last WiI1 and Testament of John
MacMurray, directs and authorizes the Clerk of the Orphan's Court Division to mark
satisfied of record the award which may be made In its Indiyldual favor.
IN WITNES~;OF,the undersigned has caused these presents to be executed
this B fI... day of , 199G:"'t
Witness:
MACMURRAY FAMILY TRUST
~!fl .,trvl----
~o.Q.utV.Q. ...
JOHN W. REBOUL, TRUSTEE
EIN No. g-5'"'-~S/5TCJ!
-7-
"
"
.
'.
INRE:
ESTATE OF JOliN MACMURRAY
.
.
IN TilE COURT OF COMMON PLEAS
CUMBERLAND COUNTY
.
.
DECEASED
: PENNSYLVANIA
ORPIlANS' COURT DIVISION
.
.
NO. 1995.00522
SATlSFACflON AND AWARD
The undersigned, hereby acknowledge that John C. MacMurray, Executor of the
Estate of John MacMurray, deceased, has distributed to the undersigned the following:
Cash, Personalty, Etc.
$255,250.00
as full payment of all sums due pursuant to the Last Will and Testament of John
MacMurray, directs and authorizes the Clerk of the Orphan's Court Division to mark
satisfied of record the award which may be made in her individual fayor.
IN ~ITNESS WHEREOF,the undersigned has caused these presents to be executed
this :; '1 day of December, 1996.
Witness:
{dy~ ftl,~M~
7-1~.I'IH f.~ l ~\t: 1111A11,Ldlj,
HELEN C. MACMURRAlY
Soc, See, No, 1"7';)_01- 0 '108
-8-
.. ,. ..
~."
t!!llt:"lv~'I'1!1"nf~ic~'tl' "" , ,\\}',,,"
" .." ~~~.. ..;j'j'!. dtE ,. > _._"",,\" i,;ii~.. -:fM.
- -ij.~~...t~:~;'?~-:'Y;-7;E""(~~:">~""1;-jl a~' "y,.-';<1i:""i""-"'" ~ ~r.
,. . ,i;i"f:;'....y,"~:-<..n-'_,~:~.~::.. l. T~ '~~..:....:~,~.._
~::~,;1:;~
..~ --_.-"'--"'~"-"""'---,"'
~ ,,^ ~~\-l
:;-
i.
Ii,
\.. '
. ,. . -
, .' . .
-. - -
:, .;,..' ;," .' :.;'; R~~r~~~"gIfMI~f '.,' . .,
"i"<:i;'[<'~:\ ;;i:.; ;, . . ,.., ".. .....'..... "!:'"
, ',' ,F, ",'t"97JAN3'1P4:09, ",,'.'"
,," :'" "" 5..; .:.., i... . '. '. . '. .,., .~, :.,".,...,.,'. i"
. .,i' .. .' ..... . .,.:'. '.
,;1;,~ ' ;. ":\(;,,~:'~;:o is,
'.H', . <.. " '" ',' I'>' ":'><':,~;;
'.".H , '" ,,<,,"
.."..
."
"
,i
., "
,
.;, '
.ii.".
';'" .
:.'.-.
,f:t
;,:,.... ';.
...
i.,
.:;'-
'.';',.-'
': .'
:.:: '
.- ,:;. '
C.
... ".
':.', .', ; " \;::':" ',,' ~2!;\;,J~ifi~i'~~: i' '," '.' . " .
" '",.. '.'ii" \" ~:!;:':;;'~:;Z~;>>::.;~':.:,;: ,. . >;<.-' .
'"" iC', ~..,,"" c;;: "'. ...':.::5..,",'...:"..,'......:',;.:' "}';:'.". ::";J.:. ii' .':~: <>
:.' ",1. '.,'i :.'.::..:",'.-' ....-.'.'........, '..-' .c'-",,--'::".'- ". . ',,' ,...,~ C., '.c. . ..:. :..' .
I" , . , . ,,"" "',.-C<, .' ~:' c"'. '.',. .' '.. .-'.' " '"
'. ,..- ,'" ;'.,. ':.'- ' "","':." ',' i",;.. '. ' ", c,'::,..e'...., .., >. .
.-, ' .- :""ic"":' ''-',:,:' ,,"," c.",". .' . ..' '>....-
'.' ..,.--.: .", :.--.... ., '.'. ,.' .....'" ..;'," ...',
~,. . ,:.,.,.,::",' ",: .<:.':,.'.~(..' . ,,'::,':':: .. :' " .' .'1.,.>;..'" .;::~" ..-:' :'
'.', .- 'C'. ,",:;".-, .-,
~;~;:"~~',f ..~. ' <.
~t~<.,... ,.",;.,;,;," :
f~~~~(' -: .:' " :;- ~ :-,: ~~-r:; ~~:'9itrR~(-~~:~{ ~(f:}/{- -.-
~,' . 2~;:. ..,. . ". \l;i-~, c, ;:11
~;.. .' .,~l~~~r<.' .,' . ,,: 'J~~:~~l:~~f2;~':g~~:;;:1~
!t').;--" .'.f .,
'..
^"-,
",'
':/:".
,> ,;:';
- ~
.~. ;..,,".,-
~._- ._ -<0 ....-. _
... -" '~
i~~- '..1'
BUREAU OF INDIYIOUAL TAXES
INHERITANCE TA. DIYISION
DOT. 21D'DI
HARRISBURG, PA 17121.D'DI
/,5-- '-13 - / .y
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN
c....
*'
II'.'UII "'111.'"
DONN L SNYDER
BOSWELL ETAL
PO BOX 741
HBG PA 17108
03-17-97
MACMURRAY
07-02-95
21 95-0522
CUMBERLAND
202
Allount R..Ubd
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To in.ure prop.r credit to your .ccount, lublllt the upper portion of thi. for_ with your t.x p.y..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..
R-Eii:7iJ;-EX--AFP--{oi:-97i-----.-.-NCificE--OF--DETifRHiiiAfiiiN-AiiD-AS-SESsliENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER MM
ESTATE OF MACMURRAV
JOHN
FILE NO.21 95-0522
ACN 202
DATE 03-17-97
ESTATE TAX DETERMINATION
1. Cr.dit For st.t. D..th T.x.. .. V.rifi.d
15,697.00
2. P.nn.ylv.ni. Inh.rit.nc. T.x A......d
(Excluding Di.count .nd/or Int.r..t)
25.018,11
3. Inh.rit.nc. T.x A......d by Oth.r st.t..
or T.rritori.. of the Unit.d St.t..
(Excluding Di.count .nd/or Int.r..t)
,00
4. Tot.l Inheritanc. Tax A......d
25,018.11
5. P.nn.ylvani. E.tat. T.x Du.
6. Amount of P.nn.ylv.ni. E.t.t. Tax Pr.viou.ly A......d
Ba..d on F.d.r.l E.t.t. Tax R.turn
7. Addition.l P.nn.ylv.nia E.tata T.x Du.
TAX CREDITS 1
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (t) AMOUNT PAID
INTEREST/PEN PAID (-)
", !".
)1" :"'1::>
al: Ol\! II UVil L6.
tll1'."'" "i-;H
Ir, TOTAL.." CREDIT ,DO
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,DO
TOTAL DUE .00
_IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU HAY IE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,)
,00
,DO
,DO
_Of
NOTICEs
To fulfill t~ r.qul,...."t_ of Slctlon 11'5 Cb) of thl Inherltinel and E,t,t, ,.. Act, Aot 21 of 1'95, (12 P.I.
hoUDf'I 91451.
PAVttEHT .
DltHh tM top portion of thl. MoUel ... ilUMlt with wour p.pent to t.. A"htl" of NUll printed on the
rlVlr.. side.
n H.h check or ""IV order p'Vable tal REGISTER OF MILLS, AOENT.
REf\HJ (Q)I
A refund of . tax credit ..y be nque.bd by cOIIPbUna ." "AppllcaUon for R.'und of PMW1lvlvenSI
l~rltlnC' ~ E,t,t, ,..- (REV-1S.S). Applleltlon. .t. 1..,lll.bl. It tn. o"lcI 0' tn. Algl,t.t 0' Willi,
1n1 of t~ IS R.v~ DI.trlct O,flc.. or 'ru. tn. Deplrtaent'l '''-hoUr en.werlne ..tvlel ~r' for for.. orderlngl
III Pennlvlven.e 1-100-562"2050, outside Pem'VI".".e end wlthln lOCI. Hlrrhburg .r.. (7171 7I7-IOM,
TOO' (7171 77Z-2252 (H..rlng 1~.lr.d Only).
OIJlE:CTIDNSI AnV' p.rtv In lnt.n.t not ..tld.ed with tIM ......-.nt of h. .1 ~ on thh notice "V obJlot within
,bb (60' d.w. of raulpt of thh NoUn b~H
*.w~ltt~ prot..t to ~ PA Dep.rt.~t of A.v~, Bo.rd of App..I., Dept. 211021, Ka~~I.burD, PA 17121-1021, OR
.-.lHtlna to h". thl ..tt.~ d.t.r.lned .t audit of the p.rlon.1 npr..ent.Uv., OR
..~.l to thl Orphan.' Court
ADIUH-
JITRATIVE
CORRt:CTIOHSI FlOtu.l .rran dhcavar.d on thl. ........"t .hould b. .ddr....d In w~ltlng tal PA Dep.rt.."t of RIVenue,
lur..u of Indlvldu.l 'IX", ATTN. POlt A.......nt A.vl.w Unit, Dept, 210601, H.r~l.burD, PA 17121-0601,
Phon. (717' 717-6505. S.. p.g. 5 of thl bookl.t "In.truotlon. 'or Inh.rltanc. 'aM Raturn 'o~ . R..ldlnt
Decadent" (REV.1SDI) 'or an .xplanatlon 0' ~lnl.tr.tlv.lY corr.ctabl. .trDr..
PENAL TV,
T~ 'SX t'M -.n..ty non-p.rtlcIPltlon pen.lty I. coaput.d on the total of the t'M and Int.r..t ......ad, 8nd not
p.ld b.'or. Janu.ry II, 1996, the flr.t d.y .,t.~ the and 0' thl tlM aana.ty p.~lod. Thll non.p.rtlclp.tlon
penalty II IPp.allbl. In the .... alfV'l.r ..,d In the thl .... U.. p.rlod .. you would IIPp..1 thl taM Met Int.r..t
Uult hi. b.an ......ed .. Indlc.ted on thh notlc..
INTEREST.
Additional P~,YlvlI1l. E.t.t. '.M .......d I' . ~a.ult of . chang. on the F.der.1 E.t.t. T.M clo.lng
I.tt.~ baco... delinquent .t thl ..plr.tlon of on. (I' .onth 'roe the dlt_ the fln.1 notlc. of thl Incr....
In 'iMr.l E.t.t. Ta. 11 rac.lv.d.
T.x.. which bee... dsllnquent b.for. Janu.rv 1, 1912 b..~ Intsr..t .t thl rlt. of .IM (6XI parcent ps~ annul
calcul.ted .t . dlllv ~.t. of .00016'. All tlxa. whIch bae... d.llnquent on or .ft.r Janulrv 1, 1912 wIll ba.~
Int.r..t .t . ~.t. whIch will va~v 'roe ell~l~ y..r to c.lendar VI.r with th.t rat. announe.d bV the PA
DIp.rt.."t of R.v~.. The appllcabla Int.r..t rat.. for 1'12 through 1'97 .r..
!!!! Jntsr..t A.t. D.llv In"r..t Factor ~ Intar..t Rlt. O.lb Int.r..t Factor
191Z ZO' . ODDS4. 1917 .. .DD0247
IUS l6' .OODUI 1911*199' II' .DOOS01
I'" II' .DOOSOI '99Z .. .OD0241
t,JS "X .DOOSS. .99'.1994 7ll .DOOln
191' 10' ,ODOlf' 1995-'991 .. .DD0241
--Int.ra.t I. c.lcul.tad .. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUnSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~-Any Notlc. I..ued .ft.r the tlX b.eo... d.llnqu.nt will re,t.ct an lnt.ra.t c.lculatlon to fl,t.an (15) day.
b'Vond thl d.t. of thl .......ent. If p.y.ent I. .lde ,'br thl Intar..t COllPut.Uon data .hown on thl.
Notice, ~ltlon" Intar..t "".t be calcul.tMl.
STATUS REPORT UNDER RUI.E 6.12
Name of Decedent: JOHN MACMURRAY
Date of Death:
July 2, 1995
Register File No. 1995-00522
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 aboye-<:aptioned estate:
1. State whether administration of the estate Is complete: Yes...x.. No _
2. ,If the answer to #lls No, state when the personal
representative reasonably belleyes that the administration
will be complete:
3. If the answer to #1 Is Yes, state the following:
a. Old the personal representative file a final
account with the Court? Yes _ No 1L-
b. The separate Orphans' Court No. (if any) for
the personal representatlye's account Is:
c. Old the pcrsonal representative state an account
Informally to the parties In Interest? Yes -X- No_
d. Copies of receipts, releases, joinders and
approvals of formal or Information accounts may
be filed with the Clerk of the Orphans' Court
and may be attached to this report. RELEASE FILED WITH CLERK
0\ 1': !C
o.!!J R :;0:
Cl':::: -.:;;r ~..
~!3: D- .0
J~!1UJ1ry 28.-1996 .' r 1
"';1 ~. M ~'~i
in':" ~ i~:
ji P\ ~~
(.)8
Donn L. Sny e, sq I
315 North Front Street, Harrisburg, PA, 17101
(717) 236-9377
Attorney for Estate
J
l..
I
td