HomeMy WebLinkAbout95-00561
No. "1 - q5 - 51\ 1
Estate of
WAL TER L BEATTY aka WALTER BEATTY, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL Y 2B. 19~, In consld..ratlon of the pelltlon on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DBCREBD that the Instrumenl(s) dated JANUARY 9. 1995
described therein be admlllcd 10 probate and filed of record as the last will of
WALTER L BEATTY a/k/a WALTER BEATTY
TESTAMENTARY
MARTIN M CHRONISTER
and Lellers
arc hereby granted to
FBES
P b L B S 515.00
ro ale, ellers, tc... . . .. .. .
Short Certlficates( 1ji.......... S 45.00
Rel\l,lnclatlon ................ S
X-pagesS 12.00
JCP TOTAL _ S 571:88
Filed .., I . I ~~.~ X. ?.7.t..1 ~~.~ t.. .. . . . . . . ..
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(j aoslllO' 01 will. . (j (f
MARY C. LEWIS
(,,(e)~,r; fl. vACle...w. L!l. ..;s'S"D
AlTORNEY (Sup. Ct. 1.0. No.)
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ADDRESS
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Mailed letters and order to attorney on 7-28-95.
L95 - 56 - LZ
IlILL
OF
IlALTBR L. BEATTY
I, IlALTBR L. BEATTY, of the Borough of Camp Hill, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me~
ITEM I. I direct that all my just debts and funeral expenses, inclUding my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whother on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
cable after my decease as a part of the expense of the administration of my estate.
ITEM II. I give and bequeath the sum of One Thousand ($1,000.00) Dollars to MR.
AND MRS. DEAN BRUNNER, or the survivor of them, of Camp Hill, Pennsylvania, provided
they or either one of tbem survive my death by thirty (30) days. In the event neitber
of them survive my death by thirty (30) days, this bequest shall lapse and pass instead
as a part of the residue of my estate.
ITBH III. I give and bequeath the sum of One Thousand ($1,000.00) Dollars to MR.
AND MRS. MARCUS ALBRIGHT, or the survivor of thom, of Camp lIill, Pennsylvania, provided
tbey or either one of tbem survive my death by thirty (30) days. In the event neitber
of tbem survive my death by thirty (30) days, this bequest shall lapse and pass instead
as a part of the residue of my estate.
ITEM IV. I give and bequeath to HARTIN M. CHRONISTER, of Lemoyne, Pennsylvania,
my Curley Maple antique wash stand, my two antique walnut mantle clocka, and any two
antique hand decorated trays of bis choosing, provided he survives my death by thirty
(30) days. In the event he fails to survive my death by thirty (30) days, this bequest
sball lapse and pass instead as a part of the bequest contained in Item VII of this
will.
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ITEM V. In recognition of his friendsbip and his good counsel and advice, I give
and bequeath tbe sum of Ten Thousand ($10,000.00) Dollars to MARTIN M. CHRONISTER, of
Lemoyne, Pennsylvania, provided he survives my deatb by thirty (30) days. In the event
he fails to survive my death by thirty (30) days, this bequest shall lapse and pass
instead as a part of the residue of my estate.
ITEM VI. I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to
ROBERT MANNING of Boca Raton, Florida, provided he survives my death by tbirty (30)
days. In the event be fails to survive my deatb by thirty (30) days, this bequest
sball lapse and pass instead as a part of the residue of my estate.
ITEM VII. I give and bequeath all of my remaining household goods, automobiles,
jewelry, and all otber articles of household and personal use, equipment and ornament,
together with all insurance thereon and relating thereto, to the PENNSYLVANIA TRUST
COHPANY as trustee under and pursuant to that certain Revocable Trust Agreement
executed by me and dated 16 January 1995, as amended.
ITEM VIII. I give, devise, and bequeath all the rest, residue, and remainder of
my possessions and estate of every nature and wherever situate to the PENNSYLVANIA
TRUST COMPANY as trustee under and pursuant to that certain Revocable Trust Agreement
executed by me and dated 16 January 1995, as amended.
ITKH IX. I appoint my friend and investment counselor, HARTIN M. CHRONISTER, of
Lemoyne, Pennsylvania, executor of this my last will. Should Martin M. Cbronister
predecease me or otherwise fail to qualify or cease to serve as executor of this my
last will, I appoint WINTON E. HEWITT, of Havertown, Pennsylvania, executor of this my
last will. sbould Winton E. Hewitt predecease me or otherwise fail to qualify or cease
to serve as executor of this my last will, I appoint AUDREY HEWITT executrix of this my
last will.
ITEM X. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will,
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I hereby give to my personal representatives the following powers and autborities
effective witbout court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution in cash or in kind, or partly
in casb and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by tbeml to invest in all forms of
property, including any stock or other securities in any corporate fiduciary or its
successor without restriction to investments authorized for Pennsylvania fiduciaries,
as my personal representatives deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at public or private sale,
to exchange, or to lease for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and upon such terms or
conditions as my personal representatives deem proper; and to allocate receipts and
expenses to principal or income or partly to eacb as my personal representatives deem
proper in their sole discretion.
ITKH XI. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their dutios in any jurisdiction.
IN 1l1TNB88 IlHBRBOl', I have hereunto set my hand and seal thist'~~l1( day
of ~ftAJ, , 1995.
~~~.
WALTER L. BEATTY
3
'f'. . I.
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
Tbe undersigned, being tbe testator whose name is signed to the attacbed or
foregoing instrument, having been duly qualified according to law, does bereby
acknowledge that I signed and executed tbe foregoing instrument as my last will, tbat I
signed it willingly; and tbat I signed it as my free and voluntary act for tbe purposes
therein expressed.
lA/d:i.A / tLurtr-
WALTER L. BEATTY
Sworn or affirmed to and acknowledged
befor~~ by the t~s\ator named above
tbis ~ day o~~~' 1995.
NOTARIAL SEAL
WENDV S. 81 AIR, Not.ry Public
lcmnyno Doro. Cllmo~rlJr,d Ccuntv. Pa.
My Commluion Expiroi Mav 6, 1995
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
WE, GEORGE A. VAUGHN, III, and J. BART DeLONE, 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 tbe
instrument as his last will; that he signed it willingly and that he executed it as bis
free and voluntary act for the purposes tberein expressed; that each of us in the
hearing and sight of tbe testator signed the will as witnesses; 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 undue influence.
/lOT ^~'I^L SEAL
WENny S. BlAtl\, tlolllry Public
Lt:rnryol! Uoro. CUlI1bcrlJr.d CClmly. p..,.
My Commission Expiftl$ MJ.Y 61 1995
CERTIFICATION OF NOTICE UNDER IWLE 5.6 (Il)
Name of Decedent: Walter L. Beatty
Date of Death: July 9, 1995
No. 1995-00561
To the Register of Wills:
I certify that Notice of Bcneficial Interest required by Rule 5.6 (a) ofthe Orphan's Court
Rules was served on or mailed to the beneficinries and/or intestate heirs of the above-captioned
estate as listed on Schedulc A attached hereto on Septcmber 25, 1995.
Notice has now been glvcn to all persons entitled thereto under Rule 5.6 (a).
Date:_1~"(ffr _._~__
(~~-;;Bi~~. III, AllomeY~IL~~.---
3904 Trindle Road
Camp Hill, PA 17011
(717) 975-9102
Counsel for Personal Representative
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EXHIBIT A
Mr. and Mrs. Marcus Albright _-i,' .
345 1 Green Street
Camp Hill, PA 17011
Mr. and Mrs. Dean Brunner
3471 Chestnut Street
Camp Hill, PA 17011
Mr. Martin M. Chronister
20 Erford Road, Suite 315
Lemoyne, PA 17043
Paul Irwin, Executive Vice President
Pennsylvania Trust Company ,
5 Radnor Corpomte Center, Suite 452
100 Matsonford Road
d
Radrior,PA 17087
Mr. Robert Manning
896 SW Ninth Street
Boca Raton, FL 33486
Office of Attomey Geneml
Commonwealth of Pennsylvania
Litigation Section
15th Floor - Strawberry Square
Harrisburg, PA,17120
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In Re: Estate of Walter L. Beatty,
Deceased
In the Court of Common Pleas of
cumberland county, Pennsylvania
I Orphans' court
I No. 95-00561
RECEIPT IN SATISPACTION OP BEQUEST
I, Robert Manning, bsing an adult individual do hereby acknowledgs that
Martin M. Chronister, Executor of the estate of Walter L. Beatty, deceased,
has paid and distributed to me the sum of $5,000.00 being the amount
bequeathed to me in Item VI of the will of the above named decedent. and I
direct and authorize the Clerk of the Orphana' Court to mark satisfied of
record any award which may be made in my favor on account of said bequest. I
do further agree to refund to Martin M. Chronister, Executor, any portion of
the distribution to which it is determined I am not properly entitled, and to
the extent of the distribution made to me. I do agree to indemnify the said
Martin M. Chronister for claims made against him as Executor and to reimburse
to him all expenses and costs incurred in connection with any such claims.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day
of ~~\,~... ' 1995.
~~~~
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Robert Manning
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Social Security Number
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STATB OF FLORIDA
COUNTY OF /14 Dn
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( SS.l
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On this, the .22 day of Not!. 1995, before me the
undersigned officer. personally appeared Robert Manning, known to Ine (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument and acknowledged that he executed the same for the purposes therein
contained.
In witness whereof, I hereunto set my hand and official seal.
Q) OLORA J.lltEPlIEII8
IK1 CQIM.ISSOl' CC31l~ EXPIRES
. j' l)c1lMr Sl. 11117
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In ReI Estate of Walter L. Beatty.
Deceased
. In the Court of Common Pleas of
. Cumberland County. Pennsylvania
. Orphans' Court
. No. 95-00561
RBCBIPT IN SATISFACTION OF BBQUEST
We. Dsan N. Bruner and Elnora V. Bruner. being adult individuals do
hereby acknowledge that Martin M. Chronister, Executor of the estate of Walter
L. Beatty. deceased, has paid and distributed to us the sum of $1,000.00 being
the amount bequeathed to us in Item II of the will of the above named
decedent. and we direct and authorize the Clerk of the Orphans' Court to mark
satisfied of record any award which may be made in our favor on account of
said bequest. We do further agree to refund to Martin M. Chronister.
Executor, any portion of the distribution to which it is determined we are not
properly entitled. and to the extent of the distribution made to us, We do
agree to indemnify the said Martin M. Chronister for claims made against him
as Executor and to reimburse to him all expenses and costs incurred in
connection with any such claims.
IN WITNESS WHEREOF. we have
day ofLfl(j~ 'A ,1995.
hereunto set our hands and seals this ~~
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Dean N. Bruner
Social Security Number. 1e6-10-4536
on
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Elnora V. Bruner ' ..
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social Security Number. 178~16-4164
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COMMONWSl\LT\l.01" PENNSYJNANIA )
r SS.,
COUNTY01"CUMBERUINP )
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on this, the !l!!:.. da~ of '"':11" v<...IJ .. :. 1995. before, me the
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known to me lor satisfactorilY proven) to be the personswhoee names ars,
subscribed to the within instrUment and acknowledged that they executed the
same for the purposes therein contained.
In witnesS whereof,i hereunto set my hand and official seal.
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otary pub
Notarial Soal
Jaml E, OuIlM, Nol3ry Publlo
Camp Hili Boro, Gumbortnnd CounlV
My comml..lon !;.piloS Nov. 23, 10S0
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In ReI Estate of Welter L. Beatty,
Deceased
I In the Court of Common Pleas of
I Cumberland County, Pennsylvania
I Orphans' Court
I No. 95-00561
RECEIPT IN SATISFACTION 01' BEQUEST
I, Martin M. Chronister, being an adult individual do hereby acknowledge
that Martin M. Chronister, Executor of the estate of Walter L. Beatty,
deceased, has paid and distributed to me the sum of $10,000.00 being the
amount bequeathed to me in Item V of the will of the above named decedent, and
I direct and authorize the Clerk of the Orphans' Court to mark satisfied of
record any award which may be made in my favor on account of said bequest. I
do further agree to refund to Martin M. Chronister, Executor, any portion of
the distribution to which it is determined I am not properly entitled, and to
the extent of the distribution made to me, I do agree to indemnify the said
Martin M. Chronister for claims made against him as Executor and to reimburse
to him all expenses and costs incurred in connection with any such claims.
set my hand and seal this ~t1~ay
~ WITNE~ ~EREOF, I have hereunto
of ~~uf , 1995.
~~~~
Martin M. Chronister
social Security Numberl 1SS-34-9045
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COUNTY OP CUMBBRLAND
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( SS, I
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COMMONWEALTH OP PBNNSYLVANIA
,
On this, the /OJ:!:.day of .1J/(fl/fAnhfJ~ 1995, before me the
undersigned officer, personally appeared Martin M, Chronister, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument and acknowledged that he executed the same for the purposes therein
contained.
In witness whereof, I hereunto Bet my hand and official seal.
cd, 1.~,,= {).,Ji~
Notary Public
NOTAAW, SEAl,
I}IA/.ENL:" WINGfli,I-<<ll.Yj P(~~lc
Camp Hill. ClJ/nbe,lar" County
My r.()ll1Il1i~iOJ( ['lJirrs Nov. 1~. 19i6
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IN RE: ESTATE OF WALTER L. BEATTY,
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 561 OF 1995
,~NAL RICRIPT AND RRLRABB
THE PENNSYLVANIA TRUST COMPANY, by its Executive Vice president, Paul
Irwin, as Trustee under the Revocable Trust of Walter L. Beatty dated Jsnuary
16, 1995 I "Truatee" I , being the residuary heir of the said Walter L. Beatty,
deceased, does hereby:
1. Waive the filing of a Formal Account or Schedule of Distribution by
the personal representative of the Estatel
2. Adopt and spprove the Informal Account of the personal
representative of the Estste, a copy of which is attached heretol
3. Acknowledge receipt of the sum of $454,865.27 as the distribution to
be made to Trustee pursuant to ITEM VIII of decedent's will in accordance with
the Informal Accountl
4. TO the extent of said distribution and any prior distributions
heretofore received from the personal representative of the Estate, release
MARTIN K. CHRONIBTBR, Executor of the Estate of Walter L. Beatty, and his
heirs and personal representatives, from all liabilities, whether due to his
negligence or otherwise, which he may have by reason of his administration of
the Estatel
5. Agree to refund to the Estate and to the said Martin M. Chronister,
Executor, any portion of the distribution to which Trustee is not properly
entitled, and, to the extent of said distribution, to indemnify him and the
Estate for claims made against him and to reimburse him and the Estate all
expenses and costs incurred in connection with any such claim I and
6. Declare that this instrument shall be legally binding upon Trustee
and Trustee's successors and assigns.
C:\LWORKIPROO\G061696A.WPD
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IN WITNB9S KHSRBOr, Trustee has caused this instrument to be executed by
its duly authorized officer this ;;:l~ day of -r::J"V "n!.
1996.
ATTEST.
?J~~L 4: U4~
THE PENNSYLVANIA TRUST COMPANY
By.
&tL.
PAUL IRWIN
Executive Vice President
STATB OF PJeAVANIA )
(SS.
COUNTY OF 'IJ D }a.A..J..... )
On this, the ~'ilff..-day of , 1996, before me,
the undersigned officer, personally ap ared PAUL IRWIN, who acknowledged
himself to be the Executive Vice President of The Pennsylvania Trust Company,
and that he, as such Executive Vice President, being authorized to do so,
executed the within instrument for the purposes therein contained by signing
the name of The pennsylvania Trust Company by himself as Executive Vice
President.
IN WITNESS WHEREOF, I have hereunto
s~ hand and official se~l~
~LO\I~^-
Notary Public
Donna L Notaria' Seal
M ~adnor~~,ag~T}\yNola~ Publlo
Y omml','on EXPlr.:3'u'u "a"nly
Merii:ij;~ ' .11199
. AM . II) Df Nociiii
C;\LWORKIPR00\0062696A.WPD
PRINCIPAL
Page
Receipts. Per Inventory piled or Balance of Prior Account 0.00
This Account 1,125,599.77 1
t
;
Net Gain (or Loss) on Sales or Other Disposition/principal
Less Disbursements. Debts of Decedent
Funeral Expensss
Administration Bxpenses
Federallstate Taxes
Fees & Commissions
Family Exemption
4,034.19
6,005,76
7,441.52
525,006.67
29,875.00
0.00
(868,89)
l,124,730,8S
572,363.14
552,367.74
136,002.00
416,365,74
0.00
38,499.53
0.00
38,499.53
0.00
3S,499.53
0.00
Income Balance on Hand 38,499.53
4
6
6
6
10
10
12
16
Balance before Distributions
Distributions to Beneficiaries
principal Balance on Hand
For Information.
Investments Made
Changes in Investment Holdings
INCOME
Receipts. Per Prior Account Filed
This Account
Net Gain (or Loss) on Sales or Other DispositionlIncome
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
For Information.
Investments Made
Changes in Investment Holdings
Combined Balance on Hand 454,865.27
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RBCBIPTS OF PRINCIPAL
Dll8cripticn
Cashl
1995-07-09 Dauphin Deposit Bank and Trust
Company/ Checking account
"0014416360/ principal balance
as of date of death
1995-07-09 Dauphin Deposit Bank and Trust
Company/ Checking account
"0014416360/ interest accrued
to date of death
1995-07-09 First Federal savings and Loan
Assoc,/ Account #0206066573/
prinoipal balence as of date
of death
1995-07-09 First Federal Savings and Loan
Assoc,/ Account #0206066573/
interest accrued to date of
death
1995-07-09 First Federal Savings and Loan,
Assoc./ Checking Account#
22220357S2/ principal balance
as of date of death
1995-07-09 COVA Policy #136287-4/
ordinary income portion of
single premium deferred
annuity (IRD)
1995-07-09 Penn Mutual Annuity "7773657/
ordinary income portion of
single premium deferred
annuity (IRD)
1995-07-09 Eaton Vance Marathon PA Tax
Free Fund, dividend (IRD)
1995-07-09 Franklin PA Tax-Free Income
Fund, dividend (IRD)
1995-07-09 Lord, Abbett & Co./ Tax-Free
Truet Fund-PA/ dividend (IRD)
1995-07-09 Refund of health insurance
premium (PSERS)
1995-07-09 Commonwealth of Pennsylvania,
refund on 1994 PA personal
income tax
1995-07-09 Nationwide/ refund of unearned
car insurance premium
1995-07-09 Nationwide/ refund of unearned
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Fiduciary
Acquisition
Value
22,148.92
6.37
27,062.02
21.02
14,540.93
14,685.46
636,24
571.20
1,214.64
652.98
641.00
205.00
206.60
107.00
:),;~,~~~~~';~~{/':~:b:~S;_~;:~\'d,lt0,',i;)f:~f;'{t/~iiJ~rf?~~-'~%L~'
homeowner's insurance premium
Misc, Personal Property.
1995-07-09 Check. (3) payable to decedent
but uncashed es of date of
death
1995-07-09 COVA policy M1362S7-41 return
of principal on single premium
deferred annuity (owned by
decedent)
1995-07-09 Penn Mutual Annuity M77736571
return of principal on single
premium deferred annuity
(owned by decedent)
1995-07-09 1992 Buick Century 4-Door
station Wagon I VIN
1G4AL84N3N6443291 (see copy of
appraisal attached)
1995-07-09 FUrniture I household
furnishings I tools I and
miscellaneous tangible
personal property (see
appraisal attached)
1995-07-09 curley Maple antique wash
stand, two antique walnut
maple clocksl two antique
hand-decorated trays (see copy
of appraisal attached)
Stocks/Listed.
1995-07-09 21784.949 ehares, Delaware
Group Tax-Free PA Fund A
1995-07-09 12776 shares, Eaton Vance
Marathon PA Tax Free FUnd
1995-07-09 23359 shares, Franklin PA
Tax-Free Income FUnd
1995-07-09 27675.613 shares, Lord, Abbett
& Co. Tax-Free Trust FUnd-PA
1995-07-09 580S shares, Premier state
Municipal Bond FUnd, PA series
1995-07-09 4545 shares, Van Kampen
Merritt Municipal Income B
Bonds.
1995-07-09 US Savings BondS, Geries EI
non-interest redemption
proceeds (24 Bonds at $50.00
and 15 Bonds at $100.00)
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82,699.38
6,463.73
40,835.00
3,836.20
8,235,00
1,596.00
171.00
61,136,93
183,211.42
133,189.80
239,896.93
137,962.93
95,919.12
6e,424.9S
S58,605.18
1,987.50
1995-07-09 us Savings Bonds, Series B/
interest redemption proceeds
(24 Bonds at $50,00 and 15
Bonds at $100.00)
12,170.78
14,158.28
Realty.
1995-07-09 Single-family residential real
estate located at 3430 Green
Street, Camp Hill,
Pennsylvania (Deed Book I,
Vol. 23, Page 427/ see copy of
Market Re-evaluation attached)
109,000,00
109,000.00
Total Receipts of Principal
1,125,599.77
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1995-09-13 26.305 eharee, Premier State
Municipal Bond FUnd, PA
Series, eold
Net proceede 437.45
rid. Acq, Value 434.42 3,03 0,00
1995-09-13 5S08 shares, Premier State
Municipal Bond Fund, PA
Series, eold
Net proceeds 96,587.04
rid. Acq. Value 95,918,20 668,84 0,00
1995-09-13 38,925 eharee, Van Kampen
Merritt Municipal Income BI
sold
Net proceeds 590.10
rid, Acq. Value 585.99 4.11 0.00
1995-09-13 4545 sharee, Van Kampen
Merritt Municipal Income B,
sold
Net proceede 6S,902.20
rid. Acq. Value 6S,421.8S 480,32 0.00
Total Gaine and Losses/principal
Lees Loss
Net Gain
2,6e1.82
3,550.71
186S,89)
3,550,71
-5-
decedent's house
1995-08-14 PP&L, electric service to 52.66
decedent's house
1995-09-06 PAWC, water service to 13,17
decedent's house
1995-09-11 PP&L, electric service to 29,32
decedent's house
1995-10-06 PAWC, water service to 12.2S
decedent's house
1995-10-11 PP&L, electric service to 48,83
decedent's house
1995-11-03 PAWC, water service to 8.52
decedent's house
1995-11-09 PP&L, electric service to 23.43
decedent's hcuse
1995-12-06 PAWC, water service to 8,37
decedent's hcuse
1995-12-11 PP&L, electric service to 23,76
decedent's house
1996-01-04 PAWC, water service to 11.90
decedent's house
1996-01-08 PP&L, electric service to 25,13
decedent's house
1996-02-02 PAWC, water service to 13,07
decedent's house
1996-02-08 PP&L, electric service to 27.65
decedent's house
1996-03-05 PAWC/ water service to 11.90
decedent's house
1996-03-12 PP&L/ electric service to 13.97
decedent's house
1996-03-22 Dauphin Deposit Bank/ fee for 4.50
duplicate 1099 statement
1996-03-25 PP&L, electric service to 19.50
decedent's house
1995-07-09 Register of Wills/ reserve for 14.00
filing fee for receipts and
releases
1995-07-09 Recorder of Deeds, payment of 12.00
recording fee for Deed of
Distribution
1995-07-09 Reserve for estimated 2,000.00
additional miscellaneous
administration expenses
1995-08-15 zeplin security Center; 275.25
security services for
decedent's home
1995-08-22 Zeplin security Center, 19.75
security monitoring fee
1995-09-12 zeplin security Service; 19.75
security monitoring fee
-7-
1~~5-0~-15 Bell Atlantic - PAl telephone
service to decedent's house
1~~5-10-16 Zeplin Security Corp. I
security monitoring fee
1~~5-10-24 Montour oil Service I heating
oil delivery to decedent's
house
1~~5-10-24 Bell Atlantic - PAl telephone
service to decedent's house
1995-10-26 Martin vanCoeveringl income
tax return preparation
1995-10-31 The Sentinel I advertisement of
probate and grant of letters
19~5-11-17 Borough of Camp Hilll sewer
rental for decedent's house
1~95-11-21 perne Albrightl lawn and
grounds care at decedent's
house
1995-11-22 Bell Atlantic - PAl telephone
service to decedent's house
1995-11-22 Montour Oil Service I heating
oil delivery to decedent's
house
1995-11-24 Zeplin Security Corp. I
security monitoring fee
1995-12-07 Register of willsl filing fee
(Receipts)
1995-12-13 Zeplin Security Center I
security monitoring ree
1995-12-17 Montour Oil Service I heating
oil delivery to decedent's
house
1995-12-2S Bell Atlantic - PAl telephone
service to decedent's house
1996-01-23 Prank Procopio I snow removal
at decedent's house
1996-01-30 Zeplin Security Centerl
security monitoring fee
1996-02-14 Montour Oil Service I heating
oil delivery to decedent's
house
1996-02-14 Zeplin Security Center I
security monitoring ree
1996-02-15 Prank Procopiol snow removal
at decedent's house
1996-02-20 Bell Atlantic - PA, telephone
service to decedent'e house
1996-03-04 Bell Atlantic-PAl telephone
service to decedent's house
1996-03-15 Brightbill-Perkins Insurance
Agency I insurance premium
10.50
19.75
222,95
11.46
600.00
65.48
50.00
120.00
11.59
10S.00
19.75
28.00
19.75
50.00
12.70
150.00
19.75
100.00
19.75
30.00
10.62
11.73
515.84
-8-
(Green Street property)
1996-03-18 zeplin security Centerl 19,75
security monitoring fee
1996-03-18 Montour oil Service I heating 50.00
oil for decedent's house
1996-03-19 Bell Atlantic-PA, telephone 9.99
service to decedent's house
1996-03-25 Metro , Chenoweth I personal 150,00
property appraisal fee
1996-03-25 PAWC, water service to 12,68
decedent's home
1996-03-27 Register of Willsl Short 2.00
Certificate
1996-03-28 Fee for preparation of final 100,00
income tax return
1996-04-03 Register of willsl filing fee 34,00
for inventory and inheritance
tax return
1996-04-1S Zeplin Security Centerl 19.75
security monitoring fee
1996-04-17 Montour Oil Service I heating 50.00
oil delivery to decedent's
house
1996-04-17 Bell Atlantic - PA, telephone 14.26
service to decedent's house
1996-04-19 Airborne Express I overnight 19.45
mail charge
1996-04-25 PAWC, water service to 12.71
decedent's house
1996-05-02 Register of wills/ Short 9.00
Certificates
1996-05-03 Borough of Camp Hill, sewer 60.00
bill
1996-05-09 PP'LI electric service to 19.56
decedent's house
1996-05-14 Bell Atlantic - PA, telephone 10.04
service to decedent'o house
1996-05-16 Zeplin's security Center I 19.75
oecurity monitoring fee
1996-06-13 Brightbill-perkins I renewal 440.84
insurance premium (house and
contents)
1996-06-18 PA-American Water Company/ 3.46
water service to decedent's
house
1996-06-18 Bell Atlantic-PA, telephone 10.21
service to decedent'o houoe
1996-06-24 PP'LI electric oervice to 23.73
decedent's house
1996-06-25 Credit on installment payments (173.S0)
of heating oil (Montour oil
-9-
~.~., ,.~.~..~
.:.- :;'--"'~>p;'j
service company)
1995:'07-09 cumberland Law Journal, 40,00
advertisement of appointmsnt
of personal reprssentative
1995-09-12 Montour oil Service I heating 108.00
oil delivery to decedent's
house
1995-07-09 Register of lIi11sl probate 577.00
fees
1996-04-18 Regieter of lIi11sl additional 350.00
probate fee assessed upon
filing of inheritance tax
return
1996-04-26 Ann M. Markley, Tax Collector I 538,20
1996 municipal real estate tax 7,441.52
Pederal and State Taxes.
1996-04-04 Internal Revenue service I 307,641.80
payment of federal estate tax
1995-10-09 Register of lIillsl payment of 210,000.00
estimated PA inharitance tax
liability
1996-04-04 Register of lIillsl payment of 7,364.87
balance of pennsylvania
inheritance tax 525,006.67
Pees and commissions.
1995-07-09 Gsorge A. Vaughn, 1111 reserve 12,50
for estimated balance of
attorney's fee
1995-08-2e George A. Vaughn, IIII 825.00
attorney's fee through
OS/2S/95
1995-10-31 George A. Vaughn, IIII 1,025.00
attorney's fee through
10/13/95
1995-11-28 George A. vaughn, IIII 562.50
attorney's fee through
11/15/95
:l.995-12-21 George A. Vaughn, IIII 200.00
attorney's fee through
12/17/95
1996-02-20 George A. Vaughn, IIII 262.50
attorney's fee through
02/17/96
1996-03-25 George A. vaughn, IIII 887.50
attorney's fee through
03/17/96
1996-04-26 George A, Vaughn, III, 2,562.50
-10-
..
attorney's fee through
04/14/96
1996-05720 Georgs A, Vaughn, 1111
attorney's fee through
05/17/96
1996-06-18 George A. Vaughn, 1111 payment
of attorney's fee through
06/15/96
1995-07-09 MartinM, Chronister I payment
of executor's fee
237,50
.1,300.00
22,000.00
29,875;00
Total Disbursements of Principal
572,363,14
.1,':),"
,.;
,,'
I
,
; ~l-
',L
"
"I"
-11-
. II .
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
1996-04-30 1992 Buick Century 4-door S,235,OO
station wagonl VIN
1G4ALB4113N6443291I
distributed, in kind, to
Trustee
1995-11-16 Marcus R. and Ferne A. 1,000.00
Albright I payment of cash
bequest
1995-11-09 Dean N. and Elnora V. Brunner I 1,000,00
payment of cash bequest
1995-11-10 To Martin M. Chronisterl 10,000.00
payment of cash bequest
1995-11-27 To Robert Manningl payment of 5,000,00
cash bequest
1996-06-05 Furniture; household 1,596.00
furnnishingsl tools I and
miscellaneous tangible
personal property I
distributed, in kind, to The
Pennsylvania Trust Company,
Trustee
1996-06-2S CUrley maple antique wash 171.00
standi two antique walnut
maple clocks/ two antique
hand-decorated traysl
distributed, in kind, to
Martin M. Chronister
1996-06-2S Single-family residential real 109,000,00 '
estate located at 3430 Green
Street, Camp Hill,
Pennsylvania I distributed, in
kind, to The Pennsylvania
Trust Company, Trustee 136,002,00
"
-12-
. ..
INFORMATION SCHBDULBS--PRINCIPAL
Investments Made,
1995-08-02 Dauphin Deposit Bank and Trust
Company I checking account
'14-41636-0, funds transferred
to JMS money market account
1996-05-03 Dauphin Deposit Bank and Trust
Company I checking account
'14-41636-01 funds transferred
to JM8 money market account
(17,115,90)
(4,710.60)
Changes in Investment Holdings,
1995-07-31 Delawere Group Tax-Free PA
Fund AI dividend reinvestment
1995-0S-31 Delaware Group Tax-Free PA
Fund AI dividend reinvestment
1995-09-08 Delaware Group Tax-Free PA
Fund AI dividend reinvestment
1995-09-29 Delaware Group Tax-Free PA
Fund AI dividend reinvestment
1995-10-31 Delaware Group Tax-Free PA
Fund AI dividend reinvestment
1995-11-30 Delaware Group Tax-Free PA
Fund AI dividend reinvestment
1995-11-30 Delaware Group Tax-Free PA
Fund AI capital gain
declaration reinvestment
1995-12-29 Delaware Group Tax-Free PA
Fund AI dividend reinvestment
1996-01-31 104.942 shares, Delaware Group
Tax-Free PA Fund AI dividend
reinvestment
1996-02-29 99,125 shares, Delaware Group
Tax-Free PA Fund AI dividend
reinvestment
1996-03-29 109.521 shares, Delaware Group
Tax-Free PA Fund AI dividend
reinvestment
1995-07-17 54,765 shares, Baton Vance
Marathon PA Tax Free Fund,
dividend reinvestment
1995-08-15 51.124 shares, Eaton Vance
Marathon PA Tax Free Fund,
dividend reinvestment
1995-09-15 53.295 shares, Baton Vance
Marathon PA Tax Free Fund,
dividend reinvestment
880,56
884.58
285.24
567.29
879.35
854.16
1,110.05
e86.es
898.30
S38.60
910.12
571.20
519,93
558.00
-13-
reinvestment
1995-11-15 Lord, Abbett " CO. I Tax-Pree 677,10
Trust' Fund-PAl dividend
reinvestment
1995-12-15 LOrd, Abbett" CO. I Tax-Free 651.94
Trust Fund-PAl dividend
reinvestment
1995-12-31 Lord, Abbett " Co. I Tax-Free 4B5,95
Trust Fund-PAl dividend
reinvestment
1996-01-15 LOrd, Abbett " CO.I Tax-Free 169.59
Trust Fund-PAl dividend
reinvestment
1996-02-15 LOrd, Abbett" CO.I Tax-Free 657,90
Trust Fund-PAl dividend
reinvestment
1996-03-15 LOrd, Abbett" CO. I Tax-PrOle '660, B6
Trust Fund-PAl dividend
reinvestment
1995-0S-31 26,305 shares. Premier State 433,50
Municipal Bond Fund, PA
Beriesl dividend reinvestment
1995-07-31 19.506 shares, Van Kampen 290.B3
Merritt Municipal Income BI
dividend reinvestment
1995-0B-31 Van Kampen Merritt Municipal 292;06
Income BI dividend
reinvestment
-15-
monthly money market fund
dividend
1995-11-24 Janney Montgomery ScottI 296.76
monthly money market fund
dividend
1995-12-29 Janney Montgomery ScottI 324,35
monthly money market fund
dividend
1996-01-19 Janney Montgomery ScottI 213,66
monthly money market dividend
1996-03-21 Janey Montgomery ScottI 243.08
monthly money market dividend
1996-04-22 Janney Montgomery ScottI 604.82
monthly money market fund
dividend
1996-05-21 Janney Montgomery ScottI 1,147,24
monthly money market fund
dividend 5,013.24
Other,
1995-08-07 COVA Policy 8136287-41 305.21
ordinary income portion of
single premium deferred
annuity (Non-IRD)
1995-08-23 Penn Mutual Annuity 877736571 30.33
ordinary income portion of
single premium annuity
(Non-IRD)
1995-07-31 Delaware Group Tax-Free PA e80.56
Fund AI dividend
1995-0e-31 Delaware Group Tax-Free PA 884.58
Fund AI dividend
1995-09-0S Delaware Group Tax-Free PA 2S5.24
Fund AI dividend
1995-09-29 Delaware Group Tax-Free PA S67.29
Fund AI dividend
1995-10-31 Delaware Group Tax-Free PA S79.35
Fund AI dividend
1995-11-30 Delaware Group Tax-Free PA 854.16
Fund AI dividend
1995-12-29 Delaware Group Tax-Free PA 886.S8
Fund AI dividend
1996-01-31 Delaware Group Tax-Free PA 898.30
Fund AI dividend
1996-02-29 Delaware Group Tax-Free PA 838.60
Fund AI dividend
1996-03-29 Delaware Group Tax-Free PA 910.12
Fund AI dividend
1996-04-30 Delaware Group Tax-Free PA 932.46
Fund AI dividend
-17-
1995-08-15
1995-09-15
1995-10-16
1995-11-15
1995-12-15
1996-01-15
1996-02-15
1996-03-15
1996-04-15
1995-08-21
1995-09-20
1995-10-19
1995-11-20
1995-12-20
1996-01-22
1996-02-20
1996,03-20
1996-04-22
1996-04-30
1995-08-15
1995-09-15
1995-10-16
1995-11-15
I
1995-12-15
1995-12-31
1996-01-15
Baton Vance Marethon PA Tax
pree Fund, dividend
Baton Vance Marathon PA Tax
pree Fund, dividend
Baton Vance Marathon PA Tax
Pree Fund, dividend
Baton Vance Marathon PA Tax
Pree Fund, dividend
Baton Vance Marathon PA Tax
Free Fund, dividend
Baton Vance PA Marathon Fund,
dividend
Baton Vance PA Marathon Fund,
dividend
Baton Vance PA Marathon Fund,
dividend
Baton Vance Marathon PA Fund,
dividend
pranklin PA Tax-Pree Income
Fund, dividend
pranklin PA Tax-Pree Income
Fund, dividend
pranklin PA Tax-Pree Income
Fund, dividend
pranklin PA Tax-Free Income
Fund, dividend
pranklin PA Tax-Free Income
Fund, dividend
pranklin PA Tax-Pree Income
Fund, dividend
pranklin PA Tax-Pree Income
Fund, dividend
Pranklin PA Tax-pree Income
Fund, dividend
Franklin PA Tax.pree Income
pund, dividend
Franklin PA Tax-pree Income
Fund, dividend
Lord, Abbett & Co., Tax-Pree
Trust Fund-PA, dividend
Lord, Abbett & Co., Tax-Pree
Trust Pund-PA, dividend
Lord, Abbett & co., Tax-Pree
Trust Fund-PA, dividend
Lord, Abbett & co., Tax-Pree
Trust Fund-PA, dividend
Lord, Abbett & Co., Tax-Free
Trust Fund-PA, dividend
Lord, Abbett & Co., Tax-Pree
Trust Fund-PA, dividend
Lord, Abbett & Co., Tax-Pree
519,93
558,00
560,07
544,46
546,60
566,32
567.67
533.30
424,44
1,222.95
1,226.98
1,233,15
1,239,36
1,245,54
1,251.77
1,257.85
1,264.14
1,270.59
352,31
667.46
670.55
673.S9
677.10
651.94
4S5.95
169.59
-18-
'ilii~_~ ", "..,-, . t 'v l! '..,.-..,~ .....:' -'. ..-":;.~, :~,.'I'~"."." '~~,:,~~ ~ -,.,,', "::.' ,,' .
:r " ~~~r~~:)_i~j:Bmq:;tt ,':':: J~;. ;" ,-;{;~?H~I;j2-~'~i.:,".~-: _.~
George A. Vaughn, III
Attorney at Law
3904 Trlndle Road
Camp Hili, Pennsylvania 17011
(717) 975.9102
FAX (717) 975.9105
October 4, 1995
HAND DELIVERED
..
Mary C, Lewis, Register of Wills
Cumberland County Court House
Carlisle, PA 17013
RE: Estate of Walter L, Beatty; File No, 1995-561
Mrs. Lewis:
Mr. Beatty died on July 9, 1995. His estate is substantial. Enclosed is a check in the
amount of$21 0,000.00 for application to the estimated Pennsylvania inheritance tax liability for
the estate. This payment is made within the discount period, Kindly process it accordingly and
issue your usual payment receipt.
Should you have any questions, please caU me.
Very truly yours,
~~~--
~'~~ughn,1II
Attorney at Law
GAV/gav
Enclosure
cc: Mr. Martin M. Chronister
RecorciI; j ill, ~o of
Re\,I!;(.!t ot Wills
'96 JUL 11
PI :52
" 'h~~"
>'
;';_< ,C,-
,'. ;'.
'-1:-
"
,
'f
,-
. r_ _ ..
George A: Vaugllll, III
Allorney allaw
3904 Trlndle Road
Camp Hili, Pennsylvania 17011
(717) 975.9102
FAX (717) 975-9105
April 4, 1996
Mary C. Lewis, Register of Wills
Cumberland County Court House
Carlisle, P A 17013
RE: Estate of Walter L, Beatty, File #1995-0561
Dear Mrs. Lewis:
Please find enclosed two signed original Pennsylvania Inheritance Tax Returns with
attachments for processing in connection with Mr. Beatty's estate. According to this Inheritnnce
Tax Return, additional tax is due in the amount of$7,364.87. A check in that amount payable to
you as collection agent for the Pennsylvania Department of Revenue is also enclosed.
This package also contains an original Inventory to be filed as a part of the record of this
estate in your office.
Finally, also enclosed is a check in the.amount of$34.00 to pay for the filing fees for these
documents,
Kindly process these documents accordingly and issue your usual receipt for the
Inheritance Tax payment.
If you have nny questions or require anything further, kindly contact me immediately.
Very truly yours,
{:j~:.1II
Attorney at Law
GA V1dj
Enclosures (5)
cc: Mr. Martin M. Chronister
IS - ifi, - 'if'
REV ~ 1'500 EX ,(;,-"4)
FILE NUMBER
FOR DATES OF DEATH AFTER IZ/31191 CHECK HERE
IF A SPOUSAL
CAlM
c:
C P
o 0
~ N~ HA"E
E Gear e A. Veu hn III
5 N TELEPHONE HUMBER
- T 717 975-9102
1. Real Estate (Schedule A) 1
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held StocklPartnership Inlerast (Schadule C) (3)
4. Mortgages and Noles Receivable (Schedule 0) (4)
S. Cesh, Bank Deposits & Miscellaneous Personal Property (Sch, E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Translers (Schedule G) (Schedule L) (7)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts, Mortgage Liabilities, liens (Schedule I)
11. Tolal Deductions !tolal Lines 9 & 10)
12. Net Value of Estate (Line S minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub eet 10 TalC (Line 12 mlnus Line 13)
15. Spousal Transfers (ror dates of death afler 6~30a94)
588 Instructions for Applicable Percentage on page 2,
(lncludo values from Schedule K or Schedulo M.)
16. Amount 01 Line 14 taxable aI6'/. rate
(Include values from Schedule K or Schedule M.)
17. Amount of Llno 14 taxable at 15-/_ rale
(Include values from Schodule K or Schedule M,)
IS. Principal tax due (Add tax from line 15, 16 and 17.)
19. Credits/Sp Poverty Prior Payments Discount Inlerest
0.00+210,000.00 + 11,052.63 0.00
20. II line 19i. greater than Line lS, enter the difference on Line 20. This is the OVERPAVMENT.
~ 0 ICheck hefelf you are requeltlng I refund of your ovefPayment.1
21. If Line 181s greater than Line 19, enter the differenco ~n LIne 21. ThIs 15 the TAX DUE.
I.. Enter the Interost on the balance due on LIne 21A.
B. Enter the total 01 Line 21 and 21A on line 21B. This is the BALANCE DUE.
Make Check Pa able to: Re Ister of Wills. A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
e, pent I es 0 per Uf)', ec Ire I.t .ve exam I s ,elurn, nc no l(tomplny no ac u es I II.lelYNlntl, I to I. '10 my nowledge I Ie. t 'true.
COffectlnet complell. decl.re that .11 relle,tlta has been reported II true market vllue. DeclaraUon 01 prep.,er olher thin the petlanal repra,enllllve'l baled on.n In'ormlllon of
which preplrer hl!'ny knowledge.
CAB
Hn
ERC
Co K
K P S
D
E
C
E
o
E
N
T
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUHTYCODE
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Beatt Walter L. 3430 Green Street
SOClALSECUAITYHU"eEA DATE OF DEATH DATEOFDlATH Camp Hill, PA 17011
180-26.7132 07/09/1995 08/16/1910
cO"!fmIMMWI,'l.fMlil~~AHIA
HARRI5R5~t,~\za'0601
Counl
Cumberland
~F APPlICABlE)sURVIVING SPOUSE'S NAME(lAST ,FIRST AND MIDDLE INITIAL)
SOCIAL SECURITV NUMBER
2. Supplemental Roturn
4.. Future Interost Compromise
(lor dales 01 daath aller 12-12.82)
[R] 6. Decedent Died Testate [R] 7. Decedent MaIntained a living Trust
(Anach co of Will) (Attach a co 01 Trust)
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD SE DIRECTED TO:
x 1. Original Return
4. Limited Estate
lliJ 5.
8.
COMPLETE MAILING ADDRESS
390/,
Carn
Trlnd1e Road
Hill PA 17011
, 0 .0
872 , 763 .46
None
None
11,3 ,195.31
None
41.0 , 554.42
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(9)
1,0 ,083 .15
(10)
2 ,6116.69
(15)
0.00 X
o . 00 X ,06 :
0.00
(16)
2195-0561
YEAR
NUMBER
AMOUNT RECEIVED (SEE INSTRUCTIONS)
0.00
RemaInder Return
!lor dales of dealh prior to 12-13-82)
Federal Estate Tax Return Required
Total Number 01 Safe Deposit Boxes
(S)
1,565,513.19
(11)
(12)
(13)
(14)
42.729.84
1,522,783.35
None
1 522,783.35
:
0.00
I
X
(17)
1 ,522 ,783.35 X .15 :'
228,417.50
C
o
M
C
T
A
T
o
N
(18)
228,417.50
(19)
(20)
221,052.63
0.00
(21)
(21A)
(21B)
7,364.87
0.00
7,364.87
~;t
"7'/...;1'1"
Form 1500 (Allv. 7-94)
jii6i. - '1'': indio - Rond- - - -.. -.................. -. -.. -.
Camp Hill, PA 17011
\t
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AEV. ,IO,.X + (1Z-81)
, ,
COllmmrrm4lbw.llMhYAN1A
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Walter L. Beattv SSO 180-26-7132 07/09/1995 2195-0561
(P,oparty Jointly-owned wUh Right 01 Survl.ollhlp mUlt be dllcloled on Schadula F) All 1111 altlta Ihoutd ba 'aported II III, mllket vII.a
which II dlllned II tha plica II which p'oparty would ba a.chlngad bllwlln a willing buyaland a willing lalla" nalthll baing compalled to
b 01 lall. both hl.ln ,..aonlbla knowled a 01 Iha 1111.lnt Ilctl.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
109,000,00
:,
r'i
I
I
i
I
~
I
I
I
Single-family residential
real estate located at 3430
Creen Street, Camp Hill,
Pennsylvania (Deed Book 1,
Vol, 23, Page 427; see copy
of Market Re-evaluation
attechsd)
TOTAL (Allo onlor on Ilno 1. Rocl ~ullllon)
(II mar. spact Is nllded, InSlrt Idditlonal shilts of same size.)
Copyt'Ohl (c) 1114 form toflwI'. ony CPSyst.rnt, Inc.
S 109 000.00
Form 1500 Schedul. A (R..... 12.aS)
COM\l.'mft{il;~_~~IA
ESTATIl OF
REV- "01 EX · (I''')
'",.....~ -_......_~_.._----~
, '"._~-'-'-.-b"
;.'J
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
2195-0561
Wa1tar L. Beatty
SS/! 180-26-7132
07/09/1995
(All 10
ITEM
NUMBER
1
2
oint owned wllh RI hI at survlvarahl mUll'" dlaclalod on Schoclulo F.)
DESCRIPTION
VALUE AT DATE
OF DEATH
183,211.42
8.41
21784.949 shares, Delaware
Group Tax-Free PA Fund A
10.425
133,189.80
12776 shares, Eaton Vance
Marathon PA Tax Free Fund
10.27
239,896.93
3
23359 shares, Franklin PA
Tax-Free Income Fund
4.985
137,962.93
4
27675.613 shares, Lord,
Abbett & Co, Tax-Free Trust
Fund-PA
16,515
95,919.12
5
5808 shares, Premier State
Municipal Bond Fund; PA
Series
1,987.50
6
US Savings Bonds, Series E;
non-interest redemption
proceeds (24 Bonds at $50.00
and 15 Bonds at $100.00)
12,170.78
7
US Savings Bonds, Series E;
interest redemption proceeds
(24 Bonds at $50.00 and 15
Bonds at $100.00)
15.055
68,424.98
8
4545 shares, Van Kampen
Merritt Municlpa1 Income B
TOTAL (Also onta, on llno 2. Rael hulationl
(II moro .paeol. noodod.ln..rt addhlonal.hOlts 01 sa"'" slzo.)
Copyrlght {el 11M torm aanw"e only CPS'f,'tmI.lnc.
S 872 763.46
Fafm 1500 Sch.ctule B (R.v. 4.86)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
REV. UOIE)( + (t.87)
cO"'l1.mllm{\,g,woYANIA
ESTATE OF
Plea,e Print or T .
FILE NUMSER
2195-0561
5511 180-26.7132
07/09/1995
Walter L. Boatty
(All '0 e
ITEM
NUMBER
1
olnl -owned wllh RI hI of Survlvorahl mual be dlacloaed on Schedule F)
DESCRIPTION
VALUE AT DATE
OF DEATH
22,148.92
Dauphin Deposit Bank end
Trust Company; Checking
account 00014416360;
principal balance as of date
of death
2
Dauphin Daposit Bank and
Trust Company; Checking
account 00014416360;
interest accrued to date of
death
6.37
3
First Federal Savings and
Loan Assoc.; Account
00206066573; principal
balance as of date of death
27,062.02
4
First Federal Savings and
Loan Assoc.; Account
00206066573; interest
accrued to date of death
21. 02
5
First Federal Savings and
Losn Assoc.; Chocking
AccountO 2222035782;
principal balance as of date
of death
14,540.93
6
Chocks(3) payable to
decodent but uncashod as of
date of death
6,463.73
7
COVA Policy 0136287-4;
return of principal on
single premium deferred
annuity (owned by docodent)
40,S35.00
8
COVA Policy 01362S7-4;
ordinary income portion of
single premium deferred
annuity (IRD)
14,685.46
9
Penn Mutual Annuity
3,836.20
(see continuation schedule attached)
Total of Continuation Schedu1e(s)
13 595.66
$ 1/,3 195.31
TOTAL (Also enle' on line 5, Re.. hulallon)
(Attach addhlonal S 1/2'.K 11. sheals K more space Is needed.)
CopyHghl ee) '"4 form aottwlr. Dnty CPSYlt.m..II'IC.
Form 1500 Schedul. E (RI". 2.an
~,of'/,.,:..........~.;;;...~",,,,,....~,..,_~__....,..,......;",,<<,,,~,. ~~{'.i~~.2i.~..-1.';.~~~~~
i_~' ,-:-;
Estate of. Walter L. Bsatty
ITEM
II
SSII 1S0-26-7132
07/09/1995
CONTINUATION SCHEDULE
Continuation of Schedule E
DESCRIPTION
VALUE AT OATS
OP DHATH
117773657, return of
principal on single prsmium
deferred annuity (owned by
decedent)
10
Penn Mutual Annuity
117773657, ordinary income
portion of single premium
deferred annuity (IRe)
636.24
11
1992 Buick Century 4-0oor
Station Wagon, VIN
1G4ALS4N3N6443291 (see copy
of appraisal attached)
9,235.00
12
Eaton Vance Marathon PA Tax
Pree Fund, dividend (IRO)
571.20
13
Franklin PA Tax-Pree Income
Fund, dividend (IRe)
1,214.64
14
Lord, Abbett & Co., Tax-Pree
Trust Fund-PA, dividend
(IRe)
652.99
15
Furniture I household
furnishings, tools I and
miscellaneous tangible
personal property (see
appraisal attached)
l,S96.00
16
Curley Maple sntique wash
stand, two antique walnut
maple clocks, two antique
hand-decorated trays (see
copy of appraisal attached)
171. 00
17
Commonwealth of
Pennsylvania, refund on 1994
PA personal income tax
205.00
19
Nationwide, refund of
unearned car insurance
premium
206.60
!.
,-
Estate of I
Walter L. Beatty
ssn 1BO-26~7132
07/09/1995
CONTINUATION SCHEDULE
continuation of Schedule E
ITEM
n
DESCRIPTION
VALUE AT DATE
OF DEATH
,
19
Nationwide I refund of
unearned homeowner's
insurance premium
107.00
..------------
_13,595.66
- .
~. .
~-
_ ;.8~ ~-:--7~'7~;~~:7.--:~S":~-~~-'-:'<~- ~_7~_'~ --~:-:.""'~
."'-.'~'~'- "..,--,..---~,-------'-
AEV.U10EX+ ~.a7)
CO"'t'.IWi~~W,WbYANIA
ESTATE OF
SCHEDULE G
TRANSFERS
Pllase Print or T I
FILE NUMBER
2195-056l
Waltor L. Boattv SS# 1S0-26-7132 07/09/1995
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS VES.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER Includ. nIIrM of Ih.lr.llllflr';:,hllr OF ASSET 'I,INT. OECEDENTINTEREST
fll~tioMhID-todlC.d;~i.d.l.or r.""II.
1 Walter L. Beatty Revocable 440,554./,2 1'-00.00" 41,0,554.42
Trust (SOD attachment); EIN
23-7791043
,
-
TOTAL (Also enlor on line 7, RecaoKulallonl 440 554.42
(II more spacIls n.ed.d,lns.rt additkmal shells of same slze,)
Copyrlghl (c) 1994 form IOtlw.r. only CPSYlllms,lnc.
Form 1500 Schedutl G (RrI, Z-171
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV. ""1 EX . (1.88)
CO...l1t1Ilm4\,~,WhYANIA
ESTATE OF
lIalter
ITEM
NUMBER
A.
B.
C.
Pl.... P,lnl 0' T .
FILE NUMSER
2l95-0561
L. Boatt
SS 180-26-7132
07 09 1995
DESCRIPTION
AMOUNT
1
Fune,al Ex,."...:
David M. Myors Funerol Home;
profossional funeral
sorvices
5,965.76
2
Dsvid M. Myers Funeral Homej
professionsl funeral
100,00
(see continuotion schedule attsched)
Totsl of Continuation Schedule(s)
40.00
1.
Admlnlll,"lIv. COIIII
Personal Representative COrmVsslons
Social Slcurlty Numbar 01 Personal Rlpresen..UYI:
V.a, Convnlsslons plld 1996
22,000.00
2.
Attorney F..s
7,875.00
3.
Family Exempllon
Clalmanl
Addr.ss at Claimant at decld.n,'s death
Street Address
City
Zip Codl
Relationship
Stltl
4.
Probate Fe.s
577.00
1
Mlle.lIan,oul Ewpen...:
PAIICj wster sorvico to
decedent's house
14.31
2
PP&L; electric service to
decedent's house
52.66
3
PAIIC; water service to
docedent's house
13.17
4
PAIICj wster service to
decedent's house
12.28
5
PAIICj water service to
decedent's house
8.52
(see continustion schedule sttached)
Total of Continuation Schedule(s)
3 424.45
TOTAL (Also Intar on IInl 9, Rica ~ulatlon)
(If more 'pICI I. "Hdld, In..rt additional ,h..t, of ..m. Ilzl,)
CopyrlOhl (el Ilt4 form aotlwlt. Dnly CPSy.lflrM, Inc.
S 40 083.15
Form 1500sCh~ul. H(R.". 7.Bll
0.00
,
,
I
Bstate of. Walter L. Beatty
SSft 180-26-7132
07/09/1995
CONTINUATION SCHBDULB
Continuation of Schedule H-A
ITBM
ft
DBSCRIPTION
AMOUNT
services (paid by Cumberland
County I burial allowance)
3
David M. Myers Funeral Homel
cost of marker foundation
40.00'
40,00
Estate of. Walter L. Beatty
07/09/1995
SSH IS0-26-7132
CONTINUATION SCHEDULE
Continuation of' Schedule H-C
ITEM
H
DESCRIPTION
AMOUNT
6 PAWC; water service to 11.90
decedent's house
7 PAWC; water service to 13.07
decedent's house
8 PP&L; electric service to 29.32
decedent's house
9 PP&L; electric service to 48.83
decedent's house
10 PP&L; electric service to 23.43
decedent's house
11 PP&L; electric service to 25.13
decedent's house
12 PP&L; electric service to 27.65
decedent's house
13 PAWC; water service to e.37
decedent's house
14 PP&L; electric service to 23.76
decedent's house
15 zeplin Security Center; 275.25
security services for
decedent's home
16 Zeplin Security Center; 19.75
security monitoring fee
17 Zeplin Security Service; 19.75
security monitoring fee
IS Bell Atlantic - PA, 10.50
telephone service to
decedent's house
19 Register of Wills; reserve 20.00
for filing fee for inventory
and inheritance tax return
.'.
Estate of, Walter L. Beatty
SSH 180-26-7132
07/09/1995
ITEM
H
CONTINUATION SCHEDULE
Continuation of schedule H-C
DESCRIPTION
AMOUNT
20
Regieter of Wille; reeerve
for filing fee for receipts
and releases
14.00
21
Zep1in Security Corp,;
security monitoring fee
19.75
22
Montour oil service; heating
oil delivery to decedent's
house
222.9S
23
Bell At1sntic - PAl
telephone service to
decedent's house
11.46
24
Martin VanCoevering; income
tax return preparation
600.00
25
Borough of Camp Hill; sewer
rental for decedent's house
50.00
26
Feme Albright; lawn and
grounds care at decedent's
house
120.00
27
Bell Atlantic - PAl
telephone service to
decedent's house
11.59
2S
Montour Oil Service; heating
oil delivery to decedent's
house
108.00
29
Zep1in Security Corp.;
security monitoring fee
19.75
30
The Sentinel; advertisement
of probate and grant of
letters
65.48
31
Register of wills; filing
fee (Receipts)
28.00
Estate of. Walter L. Beatty
SSH 100-26-7132
07/09/1995
ITEM
H
CONTINUATION SCHEDULE
Continuation of Schedule H-C
DESCRIPTION
AMOUNT
32
zeplin Security Center/
security monitoring fee
19,75
33
Montour Oil Service/ heating
oil delivery to decedent's
house
50.00
34
Bell Atlantic - PAl
telephone service to
decedent's house
12.70
35
Zeplin security Center/
security monitoring fee
19.75
36
Montour oil Service/ heating
oil delivery to decedent's
house
100,00
37
Zeplin Security Center/
security monitoring fee
19.75
30
Frank Procopio/ snow removal
at decedent'e house
30.00
39
Bsll Atlantic - PAl
telsphone service to
decsdent's house
10.62
40
PP&L/ electric service to
decedent's house
13.97
41
PAWC/ water service to
decedent's house
11.90
42
Brightbill-Perkins Insurance
Agency/ insurance premium
(Green Street property)
515,04
43
Frank Procopio/ snow removal
at decedent's houee
150.00
44
Metro & Chenoweth/ personal
property appraisal fee
150.00
!
,
,.
I,
Estate of. Waltsr L. Beatty
ITEM
H
49
50
51
SSH 1S0-26-7132
07/09/1995
CONTINUATION SCHEDULE
Continuation of Schedule H-C
DESCRIPTION
AMOUNT
45
PAWC/ water service to
decedent's home
12.6S
46
PP&L/ electric service to
decedent's houee
19.80
47
Recorder of Deeds/ reeerve
for payment of recording fee
for Deed of Distribution
12.00
48
Reserve for estimated
additional miscellaneous
administration expenses
200.00
Fee for preparation of final
income tax return
100.00
CUmberland Law Journal/
advertisement of appointment
of personal representative
40.00
Montour Oil Service, heating
oil delivery to decedent's
house
108.00
3,424.4S
"
~,
t
,
REV . 16'1 EX. ('.IJ)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMrN\{\1~~~'~JIW"NI'
ESTATE OF
Walter L, Beatty
SSII 180-26-7132
07/09/1995
ITEM
NUMBER
1
DESCRIPTION
Check to PP&L not cleared
through Dauphin Deposit
checking account until after
data of death
2
Bell Atlantic - PAl
telephone service to
decedent
3
Kelly Oil Companyj heating
oil delivered to decedent
prior to date of death
4
The Patriot-News Co.j
newepaper eubscription
5
George A. Vaughn, lllj
payment of attorney's fee
with respect to
administration of estate for
predeceased wife
6
George A. Vaughn, lllj
reimbursement for costs
advanced with respect to
adminisration estate of
predeceased wifo
7
East Pennsboro Township
Ambulance Association;
ambulance service
8
Martin Van Coevering; income
tax return preparation for
decedent's predeceased wife
9
PA Department of Revenue;
1995 personal income tax
payment
10
Ann M. Markleyj 1995-96
school personal tax
11
Ann M. Markley; 1995-96
school real estate taxes
Pl.... P,lnt 01 .
FILE NUMBER
2195-0561
AMOUNT
33.02
55.54
358.56
7.90
162.50
60.95
255.00
200.00
101. 00
14.70
1,397.52
S 2 646.69
TOTAL (AI.o en'er on line 10. Ree. ~ul.tlon)
(II more spacI Is needed. insert additional shilts 01 same slz..)
Cop)'r~hl (c) 111-4 form aoltw.r. only cpsy.t.ms, Inc.
Form 1500 SChedule I (ReY. '.9])
ATTACHMENT TO SCHEDULE A
Executive Office
3800 Market Street. Camp Hili. PA 17011.4308
717 761-4800 F~ 717 761-0824
August 4, 1995
Walter Beatty Estate
3430 Grccn Street
Camp Hill, PA 17011
RE: Market Re-evaluation
To Whom It May Concern:
Based upon current market conditions as of 08/04/95, the current interest rates for investing and
the zoning of this particular homcllot for R2 (multi-family units), it is my belief that the highest
and best use of this home would be multi.family, i.e. a two-unit apartment building.
From data gathered on recent sales, it is my estimation that the value for 3430 Green Street,
Camp Hill, PA has only increased slightly to 5109,000, It has the greatest potential as it is
currently laid-out as a two-unit apartment building. The location is ideally located on a dead end
street convcnientto work centers and shopping. The detached, two-car garage would be ideal \0
split among renters. The general condition, unless it has deteriorated severely in the last ten
months, is good with only interior painting needed on the first floor unit.
The strong possibility still exists that a buyer would want to live in the larger first floor unit and
rent out the second floor unit to supplement their income. Considering the large lot and continuing
maintenance of an older structure, this would probably be the ideal situation.
The location of the 101, bordered on each end by a dead end street and being surrounded by more
office buildings than residences, gives great potential for the borough to allow a professional office
in this location. The value of tile land would be greatly increased if this were to happen.
For any further information about the marketability of this home or the best way \0 initiate the
selling process, please feel free to call me at my office (717) 761-4800 or my residence (717) 766-
2993. .
Thank you for the opportunity to help you in the evaluation of this home.
Sincerely, ..
'liJo<<l53>fJJZu~~...~'
Richard S. Musselman, GRI
RSMljso
Convenlentlocallons serving you In Central Pennsylvania
-.
ATTACHMENT TO SCHEDULE E
RRTHUR T. CHENOWETH
90S SOUTH 29TH STREET
CRMP HILL, PENNR. 17011
(717) 737-1163
TO WHOM IT MAY CONCERN:
this Is to certify thaI I am engaged In the auction - appraisal business,
Pennsylvania Auction Ucense AU 2355.
I herewith certify thaI I have this day carefully examined the following listed and
desaibed articles, the property of:
NAME Walta:' L. Bootty EBtate.
ADDRESS ~~ ~ ~ C'r<1p Hm ,P;>.
this appraisal Is made with the understanding Ihal the Appraiser does nol \
agree 10 purchase or replace Ihe articles, nor does he assume any liability
with respect 10 any action that may be taleen on Ihe basis of this appraisal.
Arth.r T. n-e-a...th
APPRAISER
M=tt n,l9l6
DATE
:Jl. a.lt f\lm 'JIlb1e, ~ rq 2.5.00
31. o.e.l ~ 10.00
32. ~0Dir 5.00
33. l.mI:tu" d1llr 10.00
34. follI t>.f:> If 0XIilII 'Illble, ~ tndl2Dlas 3:>.00
:5. Setta,1'IIlIU: trim 9>.00
36. SIBll ram Cllk Iler:n sI2JrU 7.00
'II. Chi.1dII toddrg c:tair, rt!fAitt.ai bIa::X 17.00
:lB. 8:W am:, Cllk chlna, glam cbxa .0 Ehalvin;J 3:Xl.00
39. Cl::rt.In:a oc 01iru 45.00
Br:aauIUt.
4>. ~ plaX tD:tan dWrsl~. 011.12.00 36.00
41. '1\D l...l.bJ:e::k chW:s'. N!h flIBtS'. dal~ 9U:s,_. 3.00 6.00
42- Qlk~ 15.00
43. IlUriI!!: drlst, da.....,.d 2).00
44. ~BdcAr"".,~, ~etcl 15.00
45. StuL""" ~, CJ:rIbd:s 4>.00
45. ~~~ :5.00
1f7. '1\D 8lpIre du;t of clD.em, u..~ 2).00
48. Hard b:llliI, IaIt tBrlt itlml 10.00
~
lB. 1932. stati1n l'8',pl, arldc O!1tl.zy, 4 &:l.ClIs\xJn,ll,718 miles
Q1~I.t..... 8325.00
50. Nldcil....J, Mlple 55.00
51. 'lbll llie 'Il:a'p, !lord polntsd, 00.3.00 (2) 6.00
52. s.tn 'll1:mls f>tlntlo CIo::K ,kr( w1n:I 35.00
53. Gia'mln Slalf cla:k, my wind 75.00
54. GII:<gt In'I SIXr2ga I\r:lB amrt:s 3:Xl.00
10,002.00
,- ATTACHMENT TO SCHEDULE G
\ .
COAESTATE, SANK N,A. ADMIN PO I
MOLOINGS LIST PRICED AS OF I 7/21/95 07/24/95 14,S1
oaa33'68.J WALTER L BEATTY REVOCASLE TRUll CASN BASIS
SECURITY DESCRIPTION P ANNUAL INC/ CURR
SNARES/PV HARKET VALUE FEDERAL COli ,,"KT UNREAL O/L YIELD
HUNICIPAL SONDS
...............
HONTaONERY CNIT PA SRA 8. IX 11/01/97 613604JB4 810
10,000,0000 10,217.70 10,465.5B'" 2,3 '248 7.9
ALLEONENY CNTY PA 7,25X 8/01/01 Om89A33 I 1,450
20,000.0000 21,101.60 21,154.35'" 4.7 '53 6.9
LEHIOH CNTY PA 4.35X 11/15/01 5247B6PU8 1,523
35,000.0000 34,198.15 34,184.37"" 7.6 14 4.5
HILLTOIIN TIlP PA 8.5X 12/15/01 4327ll6Aa4 I 425
5,000.0000 5,223.00 5,222.460- 1.2 I 8,'
\lEST SHORE PA AREA HSP 7,4X 1/01/02 9558178U4 I 740
TO,OOO.OOOO 10,465.50 10,608.93" 2.3 .143 7.1
NORTHEASTERN YORK PA 8.25X 9/01/02 664711AP3 I 1,238
15,000,0000 16,300.95 16,279.54'" 3.6 21 7.6
\lEST SHORE PA 7,5X 1/01/03 9558178V2 I 1,125
15,000.0000 15,694.50 15,938. III' 3.5 .244 7.2
DAUPHIN CNTY PA HOSP 7.25X 6/01/04 23S260APS 363
5,000.0000 5,394.30 5,559,72 ~ 1.2 .165 6.7
LANCASTER CIT SOLIO 7.751 12115/04 5140578A5 I 775
10,000.0000 10,300.90 11,087. Ill" 2.3 -786 7,5
DERRY TwP PA SID 6.S5X 9/15/06 249901CRS I 2,39S
35,000.0000 35,5511:35 35,991.20~ 7.9 .43S 6.7
ALLEGHENY CNTY PA HOSP 7X 3/1/07 017289E21 I 350
5,000.0000 5,254.95 5.278.3S... 1.2 -23 6.7
ALLENTlMI PA 6.85X 7115/00 018339XMS 1,713
25,000,0000 26,064.00 27,851.51 '" 5.S '1,7BS 6.6
YORK CNIT PA WlA SER-C 8.2X 12/01114 986410AT5 I 1,640
20,000.0000 21,920.80 22.094.31.... 4.9 '174 7.5
HUTUAL FUNDS-HUNICIPALS
.......................
VAN ICAMPEN MERRITT PA QUALITY HUN TR 920924107 3,060
2,802.0000 45,182.25 45,970.3"" 10.1 -7BS 6.8
~ STOCK
............
ODE 23329Jl04 I 367
306.0000 7,344.00 7,410.94 '^ 1.6 -67 5,0
,
COREITATES OANK NIA. ADMIN PO 2
HOLOINCI LIST PRICED AS OF. 7121195 07/24/95 14.51
088n.68'J WALTER L SEATTY REVOCASLE TRUST CAIH SAliS
SECURITY DESCRIPTION P ANNUAL INC/ CURR
SNAlIES/PV HARKET VALUE FEOERAL COST lIHKT UNREAL O/L YIELD
PNC SANK CORP 693475105 I 1132
594.0000 14,4711,75 . 15,555,30" 3.2 -1,on 5,7
MUIUCIPAL UNn INVEST TR
........................
flRIT TR INID HUN BOI UNIT SER 200 33734C628 I 4,032
6O.0000~ 60,464.40 6O,637,BO" 13,5 -\73 6,7
,
ICEMPER TX EWT INID INC un SER 23 4B8910258 2,103
30.0000 28,235.70 28,312.0S ... 6,3 -76 7,4
NUVEEN TAX EXEMPT UNIT TR PA SER 190 67096J524 I 421
59,0000 6,176.12 6,171.99'" 1.4 4 6.8
NUVEEN TAX EJQlPT un TR INID PA-49 67O\l6ll403 I 60B
150,0000 8,716.50 8,696,25 .. 1.9 20 7.0
SH-TEAH TX-fREE MNY HKT fUND
............................
COREfUND TAX-FREE RESERVE A 21ll6ll6871 I 1,054
30,727.0000 30,727.00 30,727,00 6.0 0 3.4
PARTNERSHIPS
............
INOEPRO PPTY fO I LP 993975655 I 0
60 .0000 30,000.00 30,000,00 6.7 0 0,0
............... ............... ............ ......
INVESTMENTS 449,014.42 455,197.41 100.0 27,027 6.0
-6,1113
PRINCIPAL CASH -4,508.92 -4,50j1.92
TOTAL 444,505.50 450,68B.49
INCOte CASH 4,508.92
INV. INCOte CASH 0.00
VERY LlOUIO BALANCE 30,727,00
~
THE PENNSYLVANIA TRUST COMPANY
August 17,1995
^! .,
Mr, Martin Chronister, V,P,
Janney Montgomery Scott, Inc.
20 Erford Road .
Suite 315
Lemoyne. P A 17043
RE: Walter L. Beatty Trust
Dear Mr. Chronister:
The date of death value for lhe60 units of Indepro Property Fund I L,P. is
$21,540.00 or $359.00 per unit.
Please feel free to contact me ifl can be of any additional service to you.
Very tnIly yours,
q~1h
Larry H. Lehrfeld
LHL:lam
Enclosure
FIVE RADNOR COll'OlAn CENnR' SUITE ~52 . 100 MATSONfORO RoAD' RADNOR, PENNSYLVANIA 19087 . (610) 975-4300 FAX (610) 975-1314
ATIACHMENTTO SCHEDULE J
Amount or Share
Name and Address Relationship of Estate
1. Dean N. Bruner and Friend $1,000.00
Elnora V, Bruner
3471 Chestnut Street
Camp Hili, PA 17011
2, Mareus R. Albright and Friend $1,000.00
Fern A. Albright
3451 Green Street
CampHllI,PA 17011
3. Mr, Martin M. Chronister Friend $ 1 0,171.00
20 Erford Road, Suite 315
Lemoyne, P A 17043
4. Mr, Robert Manning Friend $5,000.00 '
896 SW Ninth Street
Boca Raton, FL 33486
5. Pennsylvania Trust Compnny,Trustee Residue
A'ITN: Paul Irwin, Executive Vice President
5 Radnor Corporate Center, Sulte 452
100 Matsonford Road
Radnor, PA 17087
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WILL
OF
WALTER L, BBATTY
I, WALTER L. BEATTY, of the Dorough of Camp lIill, Cumberland County, Pennsylvania,
declare this to be my last will and revokc any will previously made by me,
ITEM I. I direct that all my just llebts and funeral expenscs, inCluding my
gravemarker and all expenses of my last illness, and any and all taxes and asscssments
imposed by any governmental body as a result of my death, whethcr on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
cable after my dccease as a part of the expensc of the administration of my estate,
ITEM II. I give and bequeath the sum of One Thousand ($l,OOO.OO) Dollars to MR,
AND MRS. DEAN BRUNNER, or the survivor of them, of Camp lIill, Pennsylvania, provided
they or either one of tbem survive my death by thirty (30) days. In the event neither
of thcm survive my death by thirty (30) days, this bequest shall lapse and pass instead
as a part of the residue of my estate.
ITEM III. I give snd bequeath the sum of One Thousand ($1,000.00) Dollars to MR,
AND MRS. HARCUS ALBRIGIIT, or the survivor of them, of Camp lIill, Pennsylvania, provided
they or either one of them survive my death by thirty (30) days. In the event ncither
of them survive my death by thirty (30) days, this bequest shall lapse and pass instead
as a part of the residue of my estate,
~ ITKH IV. I give and bequeath to MARTIN H. CIIRONISTER, of Lemoyne, Pennsylvania,
my Curley Maple antique wash stand, my two antique walnut mantle clocks, and any two
antique hand decorated trays of his choosing, provided he survives my death by thirty
(30) days, In the event he fails to survive my death by thirty (30) days, this bequest
shall lapse and pass instead as a part of the bequest contained in Item VII of this
will,
1
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ITKH V. In recognition of his fricndahip and his good counsel and advice, I give
and bequeath the sum of Ten Thousand ($10,000.00) Dollars to MARTIN H. CIIRONISTER, of
Lemoyne, Pennsylvania, providcd he survives my death by thirty (30) days, In the event
he fails to survive my death by thirty (30) days, this bequest shall lapse and pass
instead as a part of thc residue of my estate,
ITKH VI. I give and bequeath the sum of Fivc Thousand ($5,000,00) Dollars to
ROBERT MANNING of Boca Raton, Florida, provided he survives my death by thirty (30)
days, In the event he fails to survive my death by thirty (30) days, this bequest
shall lapse and pass instead as a part of the residue of my estate.
ITKH VII. I give and bequcath all of my remaining household goods, automobiles,
jewelry, and all other articles of household and personal usc, equipment and ornament,
togetber with all insurance thereon and relating thereto, to the PENNSYLVANIA TRUST
COMPANY as trustee under and pursuant to that certain Revocable Trust Agreement
executed by me and dated 16 January 1995, as amended.
ITEM VIII. I give, devise, and bequeath all thc rest, residue, and remainder of
my posscssions and estate of every nature and wherever situate to the PENNSYLVANIA
TRUST COHPANY as trustec under and pursuant to that certain Revocable Trust Agrcement
executed by me and dated 16 January 1995, as amended.
ITEM IX. I appoint my friend and investment counaelor, MARTIN M. CHRONISTER, of
Lemoyne, Pennsylvania, executor of this my last will. Should Martin M. Chronister
predecease me or otherwise fail to qualify or cease to serve as executor of this my
last will, I appoint WINTON E. IIEWITT, of Havertown, Pennsylvania, executor of this my
last will. Should Winton E. Hewitt predecease me or otherwise fail to qualify or cease
to serve as executor of this my last will, I appoint AUDREY HEWITT executrix of this my
last will.
...
ITKH X. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the othcr terms and provisions of this will,
2
.
I hercby give to my personal represcntatives the following powers and authorities
effective without court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution in cash or in kind, or partly
in cash and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by them; to invest in all forms of
property, including any stock or other securities in any corporate fiduciary or its
successor without restriction to investments authorized for Pennsylvania fiduciaries,
as my personal representatives deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at pUblic or private sale,
to exchange, or to lease for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and upon sucb terms or
conditions as my personal representatives deem proper; and to allocate receipts and
expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITKH XI. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction,
IN IlITNES8 IlIlBRBOF, I have hereunto set my hand and seal this "1(1(( day
of ~/IAJ, ' 1995,
J/iiflr j AJId'tft-...'
WALTER L. BEATTY
3
,
The preceding instrument, consisting of this and two other typewritten pages, each
identified by the signature of the testator was on the date thereof signed, pUblished,
and declared by WALTER L. BEATTY, the testator therein named, as and for his last viii,
in the presence of us, who at his request, in his presence, and in the presence Df each
other, have subscribed our names as witnesses bereto.
~d~~
6f;;ge A(/"aughn, In
l ~ ,;-' _/. fl ." t
". . ...f.: l' . ' l/~-'/.--'" "~
.'J, Bart DeLone
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COMMONWEIILTII OF PENNSYLVANIA )
( SS,:
COUNTY OF CUMBERLAND )
Tbe undersigned, being the testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, does hereby
aCknowledge that I signed and executed the foregoing instrument as my last will, that I
signed it willingly; and that I signed it as my free and voluntary act for the purposes
tberein expressed.
lIt'lti.A ,/tld''ztr'
WALTER L, BEATTY
Sworn or affirmed to and acknowledged
befOrtrA by the t~s\ator named above
this I+<<.. day or..jU..UM'j' 1995,
,
NOTARIAL SEAL
WfNDY S. DI Am, "OIMY Publl.
I Cm~VllQ (\oro, CtHlIl:.:rl.Jr.d Ccun!y. P.).
lAy Cunlll1ls~ioll E:tpho:a M4V 6,1995
COMMONWEALTH OF PENNSYLVANIA )
( SS,:
COUNTY OF CUMBERLAND )
WE, GEORGE A. VAUGHN, III, and J, BIIRT DeLONE, 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
instrument as his last will; that he signed it willingly and that he executed it as his
free and VOluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the testator signed the will as witnesses; 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 undue influence.
,c
Vaughn, In
NOrARIAL ~,^1.
WctlUY s, 1J!.^,l:, "'JI:IfY Public
lr.J1Itlynv UOiO, CU1I1h:rlJraJ (elmly Pa
My Coul/ninioll u..phol h\Jy 6,1995 .
. '-'P"~'"'." __..,.~ '__T._.'~.__._._'~
Form 706 (Rov, 8-93)
Part 4. - General Information (continued)
Pl.... check thl "v.." or "No" box 'or Ilch uI.tlon.
. DaIS thl ross nlal. contain In section 2044 fO. (tUUlledt.,m1Mbl,lnl.f..t 0 "IOlIPlhomlpt'lo' 1l10f."llelllHlnt"ucUon.)?
7. Hlv. F.d,ral gift llx returns .v., bit" fil.d? . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . .
II "V.s: lease Ittuh co lIS 0' the relurns, if available, and lurnlsh thl followln Informltion:
7b Po,lod(.) covorod 7c Inlo,nal Rlvonul oNico(.) whorotilld
VI' No
X
X
"
.,"..
;
11-'..
X
X
X
X
X
"' ,',
J
X
X
X
It au an.wlr "V,," to an u..tlonI8..'I, au mUlt .tt.ch addltlonalln'ormaUon II d.lcrlbed In th.lne'ruetlon..
aa W..lh.,.. II'lIUt'anclonlh.deced,nt'lUI.lh.II,nollncludKlonth.,.turn.. ,torth, '0....1.1.? . . . . . . . . . . . , . .
b Old Ih,dludlnl awn. Insuranclonth,UI.ohnolhlrlhltllnollncllodedlnlhlgro...,I.t,l . . . . . . . . . . . . . . . . . .
9 Old Ih. d.c:~'nl.llh.111M 01 d..lh own Iny P'e~tI)' II. Jolnll.nanl wllh '~hl 01 .urvlvorlhlp In which (I) CIM or me,. e.th. eth" Joint I.Mnl. WII
IOrMOM aiM' Ih.n Ih. d.c:lldenl" 'pouH..nd (b) !ti..INn th. lull VIIUl 01 1M pro~,1y 1.lnclud~ on Ih. "turn.. pari 01 Ih. 11'011"1.1.1 If "V....
DUrnullcem 1tI1..nd.llachSch~ul.E . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10 Old th. d.c:lId.nl..1 Ih. 111M 01 dulh.own. lnl.,..lln. ,1,.'lhl orW1lncor .I~buslne..ar. .tockln.nlnacUveorcloll h.ldca, .lIon7
11 Old tM declld.nl mak. '"'IllInll.r d.lCrlMd In IKllen 20n. 2016. 20n. or ZOJIII...lh.lnslructIDnl tor SchMiule a)l II "Y....)'ou musl compltll'
.nd.ltachSchedul.a, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 W.,.th.r.ln ut.tllf'lC..I Ih.lI". of th. dtcMi.nt" dulh;
. Any Irusl.tr..llId by th.dtclld.nldurlng hi. or h.' 11f.1I1M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b lrusts nolcrealMi IMdeclldent LWtd., which th.decld.nl ,..'ud.ny w.,.bI,.f1c1.llnl"",.or husl..,hl 1 . . . . . . .
13 Old lhlidtced.nl eve, ........,e1...0, '.1..... .,.,.1 werel. Inlmenll 1f"Y.... au must co I.l..nd.n.ch Schedul. H.
14 W.. 1M marll.l deducllon compuled und., Ih.tllnslllonal,uIe 01 Public L.w 11.14. .ectlon 40)('X)IIEconomlc Recov.ry Tu Act of 111117
II "V.... .!tach... III. c I.llon olth. malll.1 dllducUon. .nl" Ih. .ml. on lI.m la 01 lh. Ria lul.llen..nd nol. on lI.m la.co ulltlon III'ch~..
15 Wllth. dectd.nl.lmmtdltt.1y AMlor. d..lh. 'tc.lvlng an .MUIt)' d.scrlbed In th. .a.ntllr plragr.ph 01 th.lnslluctlOM for Schlldul.l?
1f"Y.... ournustco 1..nd.uachS'hldul.t...................................,......... X
11 Old the declld.nl h,Vl. 101.1 '.xc... rell,.rnenl.ccumul.Uon. (I' dall'" In ncllon 4UOA(d))In qualUltd .mploy" plans.nd IndIvidual r'llr.ment plAns?
1t"Y..,. DUlTlUIilc "1..nd.ll.chSeh~ul.s..................,......,..,................ X
Part 6, - Recapitulation
lI.m
n""""',
1
2
3
4
5
.
7
.
9
10
Gross estate
Alternate YJlue
Value at dale ot doath
Schedule A - Real Estate. . . . . .
Schedule 8 - Stocks and Bonds. .
Schedule C - Mortgages, Notes, and Cash.
Schodule D - In.uranco on Iho Dlcodlnl'.l~o (1llach Form(.) 712).
Schodulo E . Jointly Ownod P'OPlrty (allach Form(.) 71210' Idoln.uranco).
Schedule F - Other Mlscell.lneous Property (an.lch Forms) 712 for lito Insurance).
Schedule G - Transfers During Oecedent'sllfe (attach Form(s) 712 tor life insurance) .
Schedule H - Powers or Appolnlment . . .
Schedule I - Annuities . . . . . . , . . . . , . .
Total glo,s oslalo (Idd noms llhlough 9),
Enter her. and on line 1 01 the Tax Co ulatlon..
109 000.00
875 202. 2S
63 779.26
0.00
0.00
77 618.23
'.40 554.42
0.00
0.00
Oeductlons
Amount
1 566 154.19
U.m
_r
11
12
13
14
15
IS
17
1.
19
Schodulo J - Funeral Expons.. and Expon... Incurrod In Admlnl.lerlng P,oporty SubJlcllo Claims ,
Schodulo K - Dobis ollho Docodonl
Schodulo K . Mortgag.. and L1lns . , , , . , , . , , . , . , , , , , , , , , . . , . . . . , , , .
Total 01 noms l11hrough 13, . , , , , . . , , , , , , , , , , . , . . , , , . , , , , , , , , , , ,
Allowable amounl 01 dlductions I,om 111m 14 (.oolhl in.lrucllon,'or 111m 15 ollho Rlcapltulallon)
SChedule L - Nel Losses Duling Administration. . . . . . . . . . . . . . . . . .
Schodule l - Explnsos Incurrod In Admlnl.lering P'OPlrty NOI Sub)ocllo Claims,
Schedule M - Boquosts. ole" 10 Surviving Spou.o , , , , , , ,
Schedule 0 - Charllable. PubUc. and Similar Gltts and ae Utsts , , . . , , . . .
40 083.15
2 646.69
0.00
42 729.S4
42 729.84
0.00
0.00
0.00
0.00
20
Total allowable deducllons (add Items 15 Ihrou h 19). Enler here and on line 2 of the Tax Co utation.
42 729.84
Copyrlghl (e) 111) 'orm aoUwet. onI)' Cent., Plec. Soflw.".lnc.
POllo3
Form 701 (Rh. a.ll)
Form 706 (Rev. 8-93)
.
Estate of: Walter L. Beattv 5511 160.26.7132 07/09/1995
SCHEDULE F - Other Miscellaneous Property Not Reportable Under Any Other Schedule
(For jointly own.d proplrty thai mult b. dlsclosod on Schldul. E, SOl thl Instructions lor Schldul. E.)
( 0 A I I I Shdl F dShdl 1)
If you elect section 2 32 va Ult on, you must comalele e e u. an c . u. A- ,
1 Old the deced.nt lithe time of death own any articles of artistic or collectible value In 8XC151 of 53,000 01 any collections V.. No
whose artistic or coU.clibl. vllue combined al dale 01 death 'xc..dld S 1 0,0001 ................... . . . .. . X
It -V.s,. subnit full delllls on this schedule and ."8th appraisals. l.iI'ii"', "I'l'>i:11
IIII;!II!
2 HII the dec,d,nt'. .state, spoUS., or any other pilson, recelv,d (or will receive) Iny bonus or award as I ,.suh of the
dlced.nt'. emptoymenl or d.ath? . . . . . . . . . . . . . . . . . . . "'" . . . .. . . . X
II "Y.... submil luU dltaUs on this sch.dul.. ;:!:I!:!lii: :liJi:J::.I!
3 Old thl dlcedenlat the II".. d. d.ath hav., or have acclSS 10, a safe d.pos~ boll.? . . . .. . . . X
It -V,s,. Sllt.locllIon, and tf hokt In Joint names of dlcedont and another, st.l. name and ,elahonshlp ot joint depositor. "-"" I:ii'j;:il'il
l:I:'i!I!'
;'I:::rl,!; i:f'jiil:i
1'11'-"1
'1'111 I'r,o,,.
11'" '1"1"
i "lil, a, Ip;)~
,:/I;I:j);l, '11:',1;,:"
"any 0' th. conl.nls of the sat. deposit box art omin.d from th. sch.dul.s in this return, .xplain fully why omin.d. filil'II'ill I j' :! ii, ,~i!
"IA'!" 1!1;'{r!'
1'111'1'
II:I,!,' '1"11111'/
:1;' i : II > ~ '!'jIii'
'11!1!lllil il!lli!iiil!,
It.m D.scrlpllon Alleroate Ahernal. value Value at date of death
numb.r For s.curtllu, give CUSIP number, if available. valualion dlt.
1 1992 Buick Century 4.Door Station S,235.00
Wagon; VIN 1C4AL84N3N6443291 (see
copy of appraisal attached)
2 Furniture; household furnishings; 1,596.00
tools ; and miscellaneous tangible
personal property (see appraisal
attached)
3 Curley Maple antique wash stand; 171.00
two antique walnut msple clocks;
two antique hand-decorated trays .
(see copy of appraisal attached)
4 Checks (3) payable to decedent but 6,463.73
uncashed as of date of death
5 COVA Policy #136267-4; roturn of 40,635.00
principal on single promium
deferred annuity (owned by
decedent)
6 CaVA Policy #136287.4; ordinary 14,685.46
income portion of single premium
deferred annuity (IRD)
7 Penn Mutual Annuity 117773657 ; 3,S36.20
return of principal on single
(see continuation sched attl'ched)
Total from continuation schedule(s) (or additional sh.et(s)) aUach,d 10 this schedule. 1 795.64
TOTAL. (Also .ntor on Part 5, Rlca.nulalion. oaol 3, at 111m 6,). . . . . . ... . 77.616.23
0' mort spacI Is nted.d, attach th. continuation sch.dul. 'rom Ihe end 0' this package Dr additional shtets 0' the Slme slzo.)
(S..lhe instructions.)
Copyright (c) '"l 'Clfm aaftwlr. onty C~I.r Piece SOtlW.I., Inc.
Schodul. F - PoS' 1.
Form 701 Schadufa F IRw. 1.lll
Estate of. Walter u. Beatty
Boc Sec #. 180-26-7132
Date of Death. 07/09/1995
Item
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CONTINUATION SCHEDULE
Continuation of Schedule F
Description
For securitiee, give CUSIP #.
Alternate
Val, Date
Alternate
Value
Value at
Date of Deat:
premium deferred annuity (owned
by decedent)
8
Penn Mutual ~uity #77736571
ordinary income portion of single
premium deferred annuity (IRD)
636.24
9
Refund of health insurance
premium (PSERS)
641.00
10
Commonwealth of Pennsylvania 1
refund on 1994 PA personal income
tax
205.00
11
Nationwide I refund of unearned
car insurance premium
206.60
12
Nationwide I refund of unearned
homeowner's insurance premium
107.00
1,795.84
Estate of. Walter L, Beatty
Soc Sec n. 190-26-7132
Date of Death. 07/09/1995
Item
n
CONTINUATION SCHEDULE
Continuation of Schedule J-B4
Description
Expense
Amount
21
zeplin Security Corp., security
monitoring fee
19.75
22
Montour oil Service, heating oil
delivery to decedent's house
222.95
23
Bell Atlantic - PA, telephone
service to decedent's house
11.46
24
Martin VanCoevering, income tax
return preparation
600,00
25
Borough of Camp Hill, sewer
rental for decedent's house
50.00
26
perne Albright, lawn and grounds
care at decedent's house
120.00
27
Bell Atlantic - PA, telephone
service to decedent's house
11.59
29
Montour Oil Service, heating oil
delivery to decedent's house
109.00
29
zeplin Security Corp., security
monitoring fee
19.75
30
The Sentinel, advertisement of
probate and grant of letters
65.4S
31
Register of wills, filing fee
(Receipts)
2S.00
32
Zeplin Security Center, security
monitoring fee
19.75
33
Montour oil Service, heating oil
delivery to decedent's house
50.00
34
Bell Atlantic - PA, telephone
service to decedent's house
12.70
35
zeplin security Center, security
19.75
Form 700 IRw. B-1l3)
Elltateof: Walter t.. Beattv
Part 2.-Dlrect Skips Where the Property Interests Transferred Bear the GST Tax on
the Direct Skips
Name of aklp person
OescrlpUon of property Interast transferrsd
Estate tax value
None
1 Total eslste tax velues of all property Interests listed ebove . . . . . . . . . . . . .
2 Estate taxas, slste death taxes, and other charges borne by the properly Interests listed above.
3 GST taxes bOl'ne by the property Interests listed above but Imposed on direct skips other than
those shown on this Pari 2. (See Instructions.) . . . . . . .
4 Totel fixed taxes end other charges. (Add lines 2 and 3.). . . .
II Totllltentatlve maximum direct skips. (Subtract line 4 Irom line 1.) .
8 GST exemption ellocated . . . . . . . . .
7 SubltactllneSfromllne5 . . . . . . . . . . . . . .
8 GST tax due. (Olvldallne 7 by 2.616162) . . . . . . . . .
8 Entll' lha amount from Ilna60lSchedulaR. Parl3. . . . . . . . . . . . . . . .
10 Total GST taxaa PI~8b" b~ lha Istate. (Add lines 6 and 9.) Enter here and on line 22 01 the Tax
Com utatlon on a e 1 . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule R-PSlIe 34
1
2
3
4
II
6
7
6
9
10
SCHEDULE R-1
(Form 706)
lAUgul1 tDUJJ
DtpInmlnl of 1M n...".,
"tlf"Nlll RtvttlU. SeMel
Generatlon-5klpplng Transfer Tax
Diract Skips From a Trusl
paymenl Vouchor
OMU ND_ '645.00t5
bplI.. 12.3'.U$
Execulor: File one cop~ with Form 706 and send two copies 10 the fiduciary. Do nol pay Ihe lax shown. 500 Ihe soperato Instructions.
Flducla : See Inslructlons on loliowln e o. Pa tho lax shown on IIno 6.
NM!. of IfUll
Walter L. Beatt Revocable Trust
Nam. III"Id 11111 01 fidudl'Y Nam. 01 dKed,nl
Penns lvania Trust Com an Trus
Add,... 01 tiduciaty (numb. and III HI)
City, ,tal.. and ZIP cod.
Nam. 01 ..acutOl
100 Matsonford Road
Add,... 01 IJl.Kulor (number and IUMI)
City, 11111, and ZIP Codl
Oall of dICed.,,'" death
FIling dUll III 01 6chedul, A. Form loa (wilh '"I.~on.)
Pert 1.-Computatlon of the GST Tax on the Direct Skip
Description of properly Interests subJect to the direct skip
Estate tax value
A. Transfer to Education Trust
$ 80,000.00
330,521.22
330,521.22
146,898.32
B. Transfer to Knowlton Trust
23-7821941
23-7821942
C. Transfer to Pearson Trust
23-7821944
D. Transfer to Hewitt Trust
23-7821943
1
2
3
4
5
88
1 Total estale tax value of all property Inlerests IIsled abovo . . . . . . . . . . . . .
2 Estate laxes, slale dealh laxos, and olher charges borne by the proporly Inloresls IIslod abovo.
3 Tentative maximum direct skip Irom Irust. (Subtraclllne 2 from line 1.)
4 GST exemption allocaled . . . . . . . . . . . . . . . . . . . . . . . .
5 Subt,'actllne 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . .
6 GST tax due from flducle~. (Divide line 5 by 2.618182) (Sae Instructions If property will not
bear the GST tax. . . . . . . . . . . . . . . . . . . . . . . . . .. 6
Und., penalliM of perjury, I dt>ellll thai I hi'll ...amiMd lhl. 'Itum, including Iccompanying aehedulN and Illllmenla, and 10 the bell 01 my knowledge and belief,
It It tru., COffect. and complete.
o
WgnltUfI(I) of ueculot(.)
0.11
Dall
Slgnatura 01 liduclary or oWe... repr...nllng fiduciary
O,la
Schedule R.1 (Form 706)-page 30
FOlIm 706IRw. 8.831
;,~
Instructions for Fiduciary
Purpose of Schedule R.1
Code section 2603(a)(2) provides that the Generation-
Skipping Transfer (GST) tax Imposed on a direct skip
from a trust Is to be paid by the trustee. Schedule R-1
(Form 706) serves as a payment voucher for the
trusteo to remit the GST tax to the IRS. Seo the
Instructions for Form 706 as to whon a dlroct skip Is
from a trust.
How To Pay the aST Tax
The executor will compute the GST tax, complete
Schedula R-1, and give you two copies. You should
pay the GST tBlC using one copy and keep the other
copy for your records.
Tha GST tax due Is the amount shown on line 6.
Make your chock or money order for this amount
payable to "Internal Revenue Service," write "GST tax"
and the trust's EIN on It, and send It and one copy of
the completed Schedule R-1 to the IRS Service Center
where the Form 706 was flied, as shown on the front
of the Schedule R-1.
Schedule R.1 (Form 706)-1'alle 37
When To Pay the aST Tax . .
The GST tax Is due and payable 9 months after the
decedent's date of death (ontered by the executor on
Schedulo R-1). Interest will be charged on any GST
taxes unpaid as of that date. However, you have an
automatic extension of time to lIIe Schedule R-1 and
pay the GST tax due until 2 months alter the due date
(with extensions) for filing the docedent's Schedule R,
Form 706. This Schedule R, Form 706 due date Is
entered by the executor on Schodule R-1. Thus, while
Interest will be due on unpaid GST taxes, no penalties
will be charged II you file Schedule R-1 by this
extended due date.
Signature
You, as fiduciary, must sign the Schedule R-1 In the
space provided.
. . .
REVOCABLE TRUST AGREEMENT
I, WALTER L. BEATTY, widower, of 3430 Green street, Camp
Hill, Cumberland County, Pennsylvania ("Settlor") do hereby
transfer to The Pennsylvania Trust company of Radnor, wayne
county, Pennsylvania ("Trustee") all the property described in
Exhibit A which is attached hereto and incorporated herein by
reference to constitute, together with any other property that
may become subject to this Trust Agreement, the Trust Estate.
The Trust Estate shall be held, administered, and distributed by
the Trustee as provided in thie Trust Agreement.
ARTICLE I
RIGHTa RESERVED TO SETTLOR
1.01. The Settlor shall have the right at any time, either
during his life or by the terms and provisions of his will at his
death, to add other property to the Trust Estate. Any additional
property, when received by the Trustee, ehall be subject to
administration in accordance with the terms of this Trust
Agreement.
1.02. During Settlor's lifetime, Settlor may at any time
and from time to time, by written notice executed by Settlor and
delivered to Trustee, do or perform any or all of the following
acts:
A. Revoke or change the interest of any
beneficiary in the Trust Estate;
1
B. Amend any provision of this Trust Agreement or
any amendment to this Trust Agreement provided that any
such amendment shall not be effective to expand or
enlarge the duties of Trustee unless Trustee agrees to
such amendment;
C. Revoke in whole or in part the Trust
Agreement; or
D. withdraw all or any part of the Trust Estate.
1.03. Upon the death of Settlor, this Trust Agreement shall
become irrevocable, and it shall not be subject to amendment.
ARTICLE II
DISTRIBUTIONS BY TRUaTEE
2.01. During the life of Settlor, Trustee shall pay to
settlor so much of the net income and principal as Settlor may
from time to time request or specify in monthly installments.
The remainder of the net income from the Trust Estate, if any,
shall be accumulated and added to the principal of the Trust
Estate.
2.02. Should Settlor become incompetent or, in the judgment
of Trustee, unable for any reason to act in his own behalf,
Trustee may in its discretion pay to or apply for the benefit of
Settlor any amounts from the principal of the Trust Estate in
addition to the net income from the Trust Estate. Trustee may
invade the Trust Estate as it deems necessary or advisable for
2
- _________~...............~_-~....... -;..;._,.:'.C,c
\
--~----.-.- .-
settlor's welfare, comfort, support or emergency needs to the
extent of the entire Trust Estate.
2.03. Upon the death of Settlor, Trustee shall pay either
from the income or principal of the Trust Estate, at its
discretion, the expenses of Settlor's last illness, funeral, and
burial, unless the Trustee, in its discretion determines that
other adequate provisions have been made for the payment of
those expenses and taxes. Trustee shall pay any federal estate
tax, generation skipping tax, and any state death taxes that may
be due by reason of Settlor's death.
2.04. upon the death of settlor and the payments, if any,
having been made in accordance with Section 2.03, the Trust
Estate shall continue to be held by Trustee, and it shall be
administered in the manner as hereinafter set forth for the
following uses and purposes.
Separate Trust For Children of Nieces and Nephews
of Evelyn K. Beatty
2.05. Provided that any of the children of the nieces and
nephews of my now departed wife, Evelyn M. Beatty, survive my
death by thirty (30) days, Trustee shall set aside in separate
trust (hereinafter referred to as the Educational Trust) a
portion of the Trust Estate equal to $80,000.00. Such surviving
children shall be hereinafter referred to as the Education
Beneficiaries. Trustee shall hold and manage the Educational
3
Trust and shall use and apply the income of the Educational Trust
to pay for the undergraduate college or vocational training
expenses of the Education Beneficiaries. Distributione of income
from the Educational Trust need not be equal, but Trustee shall
make such payments as it deems advisable in its sole and absolute
discretion. Any income not so used or applied by Trustee shall
be added to the principal of the Educational Trust. As each
Education Beneficiary attains the age of forty-five (45) years,
Trustee shall distribute that portion of the principal of the
Educational Trust equal to the then total principal of the
Educational Trust multiplied by a fraction, the numerator of
which is one and the denominator of which shall be one plus the
total number of then living Education Beneficiaries under the age
of forty-five (45).
In the event an Education Beneficiary dies prior to
attaining the age of forty-five (45), the Educational Trust shall
continue for the benefit of the remaining Education Beneficiaries
under the age of forty-five (45), if any. If there are no
Education Beneficiaries under the age of forty-five (45), but
there are one or more former Education Beneficiaries who have
attained the age of forty-five (45), the Educational Trust shall
terminate, and Trustee shall pay the principal and any
accumulated income of the Educational Trust in equal shares to
such former Education Beneficiaries. In the event all of the
4
Education Beneficiaries die prior to attaining the age of forty-
five (45) years, the Educational Trust shall terminate, and
Trustee shall pay the principal and any accumulated income of the
Educational Trust, to the persons and in the manner as
hereinafter set forth in section 2.06.
Distribution to winton B. Hewitt and Audrey J. Hewitt
2.06. Provided Winton E. Hewitt and Audrey J. Hewitt, of
Havertown, pennsylvania, or either one of them, survives my death
by thirty (30) days, Trustee shall distribute to them or the
survivor of them, as the case may be, that portion of the Trust
Estate equal to forty-five (45%) percent thereof (as determined
after the creation of the Educational Trust if it is funded) free
and clear of this Trust Agreement. In the event neither winton
E. Hewitt nor Audrey J. Hewitt survive my death by thirty (30)
days, the distribution which would have been made to them
pursuant to this Section 2.06 shall instead be (i) added to
either the Knowlton Trust, the Pearson Trust, or the Hewitt Trust
(if only one of them is created as hereinafter set forth); (ii)
divided equally among the Knowlton Trust, the Pearson Trust, and
the Hewitt Trust (if more than one of them is created as
hereinafter set forth); or (iii) distributed free and clear of
the Trust Agreement to the Bethesda Mission of Harrisburg,
Pennsylvania (if none of them is created as hereinafter set
forth).
5
. -<~~..._- ---------""'--. -.......- ... .
Knowlton Trust
2.07. Provided Carol Ann Knowlton and Richard M. Knowlton
or either of them or any of their children survive my death by
thirty (30) days, Trustee shall set aside in separate trust
(herein referred to as the Knowlton Trust) a portion of the Trust
Estate equal to 22.50% thereof (as determined after the creation
of the Educational Trust if it is funded). Thereafter during the
lifetimes of Carol Ann Knowlton and Richard M. Knowlton, Trustee
shall pay the net income of the Knowlton Trust to Carol Ann
Knowlton and Richard M. Knowlton, or the survivor of them, as the
case may be. Upon the death of Carol Ann Knowlton and Richard M.
Knowlton (or upon my death if neither of them survive my death):
A. If they are survived by any children, Trustee
shall pay the net income of the Knowlton Trust in equal
shares to such child or children until the youngest
child attains the age of forty-five (45) years
whereupon the principal and accumulated income of the
Knowlton Trust shall be distributed in equal shares to
those of such children who are then living when the
youngest child attains the age of forty-five (45) years
free and clear of this Trust Agreement. Should no
child attain the age of forty-five (45) years, Trustee
shall distribute the principal and accumulated income,
if any, of the Knowlton Trust in equal shares to the
then living beneficiaries or former beneficiaries of
6
the Pearson Trust and the Hewitt Trust, if any there
be, and if the Pearson Trust or the Hewitt Trust is
still in effect, such principal and accumulated income
shall be added to and administered as a part of the
Pearson Trust or the Hewitt Trust, as the case may be.
If there be no such beneficiaries or former
beneficiaries, Trustee shall distribute such principal
and accumulated income to the Bethesda Mission of
Harrisburg, Pennsylvania, free and clear of this Trust
Agreement; or
B. If they are not survived by any children,
Trustee shall distribute the principal and accumulated
income of the Knowlton Trust in equal shares to the
then living beneficiaries or former beneficiaries of
the Pearson Trust and the Hewitt Trust if any there be,
and if the Pearson Trust or the Hewitt Trust is still
in effect, such principal and accumulated income shall
be added to and administered as a part of the Pearson
Trust or the Hewitt Trust, as the case may be. If
there be no such beneficiaries or former beneficiaries,
Trustee shall distribute such principal and accumulated
income to the Bethesda Mission of Harrisburg,
Pennsylvania, free and clear of this Trust Agreement.
7
.. .~:'- ._----,-....-.~-........<>---
Pearson Trust
2.08. provided Janet E. Pearson, of 3011 Sheffield Drive,
Plymouth Meeting, Pennsylvania, or any of her children survives
my death by thirty (30) days, Trustee shall set aside in separate
trust (herein referred to as the Pearson Trust) a portion of the
Trust Estate equal to 22.50% thereof (as determined after the
creation of the Educational Trust if it is funded). Thereafter
during the lifetime of Janet E. Pearson, Trustee shall pay the
net income of the Pearson Trust to Janet E. Pearson. Upon the
death of Janet E. Pearson (or upon my death if she does not
survive me):
A. If she is survived by any children, Trustee
shall pay the net income of the Pearson Trust in equal
shares to such child or children until the youngest
child attains the age of forty-five (45) years
whereupon the principal and accumulated income of the
Pearson Trust shall be distributed in equal ehares to
those of such children who are then living when the
youngest child attains the age of forty-five (45)
years, free and clear of this Trust Agreement. Should
no child attain the age of forty-five (45) years,
Trustee shall distribute the principal and accumulated
income, if any, of the Pearson Trust in equal shares to
i
'.
the then living beneficiaries or former beneficiaries of the
B
Knowlton Trust and the Hewitt Trust, if any there be,
and if the Knowlton Trust or the Hewitt Trust is still
in effect, such principal and accumulated income shall
be added to and administered as a part of the Knowlton
Trust or the Hewitt Trust, as the case may be. If
there be no such beneficiaries or former beneficiaries,
Trustee shall distribute such principal and accumulated
income to the Bethesda Mission of Harrisburg,
Pennsylvania, free and clear of this Trust Agreement;
or
B. If sha is not survived by any children,
Trustee shall distribute the principal and accumulated
income of the Pearson Trust in equal shares to the then
living beneficiaries or former beneficiaries of the
Knowlton Trust and the Hewitt Trust, if any there be,
and if the Knowlton Trust and the Hewitt Trust is still
in effect, such principal and accumulated income shall
be added to and administered as a part of the Knowlton
Trust or the Hewitt Trust, as the case may be. If
there be no such beneficiaries or former beneficiaries,
Trustee shall distribute such principal and accumulated
income to the Bethesda Mission of Harrisburg,
Pennsylvania, free and clear of this Trust Agreement.
9
Hewitt Trust
2.09. Provided Thomas E. Hewitt survives my death by thirty
(30) days, Trustee shall set aside in separate trust (hereinafter
referred to as the Hewitt Trust) a portion of the Trust Estate
equal to ten (10%) percent thereof (as determined after the
creation of the Educational Trust if it is funded). Thereafter,
during the lifetime of Thomas E. Hewitt, Trustee shall pay the
net income of the Hewitt Trust to Thomas E. Hewitt. Upon the
death of Thomas E. Hewitt or upon his failure to survive my
death by thirty (30) days, the distribution which would have been
made to the Hewitt Trust shall instead be (i) added to either the
Knowlton Trust or the Pearson Trust (if only one of them is
created as herein set forth), (ii) divided equally between the
Knowlton Trust and the Pearson Trust (if both of them are created
as herein set forth) or (iii) distributed free and clear of the
Trust Agreement to the Bethesda Mission of Harrisburg,
Pennsylvania (if neither of them is created as herein set forth).
ARTICLE IXX
POWERS AND DUTIEa OF TRUSTEE
'3.01. The Trustee is authorized to retain in the Trust
Estate for as long as it deems advisable any property, including
shares of its own stock, received by it from the Settlor, whether
or not the property is of the character permitted by law for the
investment of trust funds.
10
.
3.02. The Trustee may exercise the fOllowing powers with
regard to any and all property that may at any time be held by it
in trust pursuant to this Agreement, whether the property
constitutes principal or accumulated income of any trust provided
for in this Agreement, in its discretion at any time on the terms
and in the manner as the Trustee deems advisable, to act as
follows:
A. Sell, convey, exchange, convert, improve,
repair, manage, operate and control;
B. Lease for terms within or beyond the term of
the trust provided for in this Agreement and for any
purpose, including exploration for and removal of gas,
oil, and other minerals; and enter into any covenants
and agreements relating to the leased property or any
improvements that may be erected on the property;
C. Encumber or hypothecate for any trust purpose
by mortgage, deed of trust, pledge, or otherwise;
D. Carry insurance of the kinds and in the
amounts that the Trustee deems advisable at the expense
of the trust provided for in this Agreement;
E. Commence or defend at the expense of the trust
any litigation with regard to.the trust or any property
of the Trust Estate as it may deem advisable;
11
F. Invest and reinvest the Trust Estate in
property that the Trustee deems advisable, whether or
not of the character permitted by law for the
investment of trust funds, specifically including, but
not by way of limitation, interests in any common trust
fund or funds in existence or to be established and
administered by the Trustee solely for the investment
of trust funds;
G. Vote and give proxies to vote any securities
held by the Trustee in trust pursuant to this
Agreement, inCluding stock of the Trustee;
H. Pay any assessments or other charges levied on
any stock or other security held by it in trust
pursuant to this Agreement;
I. Exercise any subscription, conversion, or
other rights or options that may at any time attach to
the holders of any stocks, bonds, securities, or other
instruments held by it in trust pursuant to this
Agreement;
J. Participate in any plans or proceedings for
the foreclosure, reorganization, consolidation, merger,
or liquidation of any corporation or organization that
has issued securities held by it in trust pursuant to
this Agreement and, incident to that participation,
deposit securities with and transfer title of
12
securities to any protective or other committee
established to further or defeat any such plan or
proceeding;
K. Enforce any mortgage or deed of trust or
pledge held by it in trust pursuant to this Agreement
and, at any sale under any such mortgage, deed of
trust, or pledge, bid and purchase at trust expense any
property subject to the security agreement;
L. compromise, submit to arbitration, release
with or without consideration, and otherwise adjust any
claims in favor of or against any trust provided for in
this Agreement; and
M. subject to any limitations expressly set forth
in this Agreement and the faithful performance of its
fiduciary obligations, to do all acts, take part in any
proceedings, and exercise all rights and privileges ae
could an absolute owner of the Trust Estate.
3.03. The Trustee shall have power to borrow money from any
person, firm, or corporation, for any trust purpose on whatever
terms and conditions that the Trustee deems proper and to
obligate the trust to repay the borrowed money.
3.04. The Trustee is authorized to loan or advance its own
funds to the.trust for any trust purpose at the rate of interest
being charged by the Trustee at the time the loan or advance is
13
- ._,-.'.. -- .....-
made to other persons having a net worth equal to that of the
Trust Estate for similar loans or advances. Any loan or advance,
together with the interest accruing on loan or advance, shall be
a first lien against and shall be repaid from the Trust Estate.
3.05. The Trustee is authorized to purchase securities or
other property from and to make loans and advancements from the
Trust Estate with or without security to the executor or other
representative of the Settlor's estate.
3.06. The Trustee may hold securities or other property
subject to this Agreement (i) in its name as Trustee under this
Agreement, (ii) in its own name without a designation Showing it
to be Trustee under this Agreement, or (iii) in the name of its
nominee. Further, the Trustee may hold securities in an
unregistered condition such that ownership passes by delivery.
3.07. Except as otherwise specifically provided in this
Agreement, the Trustee has full power and authority to determine,
in its discretion, what constitutes principal of the Trust
Estate, gross income from the Trust Estate, and net income of the
Trust Estate distributable under the terms of this Agreement.
The determination of the Trustee as to what constitutes
r
I
principal, gross income, or net income of the Trust Estate shall,
except as may be otherwise expressly provided in this Agreement,
be conclusive and binding on all persons in any manner interested
in the trust created pursuant to this Agreement.
14
3.08. All property taxes, assessments, fees, charges and
other expenses incurred by the Trustee in the administration or
protection of the trusts created by this Agreement, including the
compensation of the Trustee provided for in this Agreement, shall
be a charge on the Trust Estate and shall be paid by the Trustee
before final distribution of the Trust Estate:
A. In full out of the principal;
B. In full out of the income of the Trust Estate;
or
c. Partially out of the principal and partially
out of the income of the Trust Estate.
3.09. The Trustee may make any elections under the federal
and state income and estate tax laws applicable to the Trust
Estate that the Trustee determines should be made for the benefit
of the trust beneficiaries. No compensating adjustments between
principal and income shall be made even though the elections made
under the tax laws by the executor of Settlor's eetate or the
Trustee may affect, beneficially or adversely, the intereets of
the beneficiaries. The actions of the Trustee shall be binding
on all beneficiaries.
3.10. If the entire trust is revoked by the Settlor, the
Trustee shall transfer the entire Trust Estate to the Settlor.
The Trustee shall execute and deliver to the settlor all
15
instruments that are necessary or appropriate to release all
interests of the Trustee in the trust.
ARTICLB IV
ADMINIaTRATIVB PROVIaIONB
4.01. Whenever the right of any beneficiary to payments
from the net income or principal of the Trust Estate shall
terminate, either by reason of death or other cause, any accrued
or undistributed net income from the Trust Estate that remains
undistributed by the Trustee on the date of the termination shall
be held, administered, and distributed by the Trustee in the same
manner as if the income had accrued and been received by the
Trustee after the date when the beneficiary's right to receive
payments from the trust terminated.
4.02. Except as otherwise expressly provided in this
Agreement, no beneficiary of any trust provided for in this
Agreement shall have any right, power, or authority to alienate,
encumber, assign, or pledge his or her interest in the principal
or income of the trust in any manner. No interest of any
beneficiary shall be subject to any claims of his or her
creditors or liable to attachment, execution, or other process of
i
I
I
I
I
> .
f
law.
4.03. Whenever payment is to be made to or for the benefit
of a minor, the Trustee may make the payment directly to the
minor as an allowance, or to the parent or guardian of the minor,
16
;;ir~,
,::1[-,
...'_",;' .. o.
'.
or to any other person having the care and control of the minor
or with whom the minor may reside. The receipt by any such
person for any payment to or for a minor shall completely
discharge the Trustee as to the amounts so paid.
4.04. Whenever payment is to be made to an incompetent, the
Trustee may make the payment to his or her guardian.
4.05. On any partial or final distribution of the assets of
the Trust Estate and on any division of the assets of the Trust
Estate into shares or partial shares, the Trustee may distribute
or divide the assets in kind, may distribute or divide undivided
interests in the assets, or may sell all or any part of the
assets and make distribution or division in cash, in kind, or
partly in cash and partly in kind. The decision of the Trustee,
either before or on any division or distribution of the assets,
as to what constitutes a proper division of the assets of the
Trust Estate shall be binding on all persons in any manner
interested in the trust provided for in this Agreement.
ARTICLE V
RESIGNATION AND COHPENSATION O~ TRUSTEE
5.01. The Trustee shall have the right to resign at any
time. On the resignation of the Trustee, the Settlor shall
,
appoint a successor Trustee. In the event of the failure,
refusal, or inability of the Settlor to then appoint a successor
Trustee, Settlor does now appoint Winton E. Hewitt, of Havertown,
,,"'.
17
,"
..~~t ~_
_,,___..______.......~.._..~i.~.c~..;;.;.'r,!,..', "' p._... ..y"._ .. ..:.,..._..~ _.....-..__
.-~-
. . '.
Pennsylvania, as successor trustee. In the event Winton E. Hewitt
is not then living or fails to qualify or ceases to serve as
successor trustee, the Trustee or any beneficiary of the trusts
provided for in this Agreement may secure the appointment of a
successor Trustee by a court of competent jurisdiction.
5.02. Any successor Trustee appointed as provided in
section 5.01, above, because of the death, resignation, or other
act of the Trustee, shall immediately succeed to all title of the
Trustee to the Trust Estate and to all powers, rights,
discretions, obligations, and immunities of the Trustee under
this Agreement with the same effect as though the successor were
originally named as Trustee in this Agreement.
5.03. The Trustee shall receive compensation for the
performance of its services hereunder in accordance with its
standard _schedule of fees in effect from time to time during the
period over which its servicee are performed provided, however,
that during the lifetime of Settlor, increases in the schedule of
fees shall not be effective until at least thirty (30) days prior
written notice thereof has been given to Settlor. Attached
hereto as Exhibit B is the schedule of fees of the Trustee in
effect as of the date of execution of this Agreement.
18
. ... ..
ARTICLE VI
CONaTRUCTION OF TRUSTS
6.01. The trusts created by this Trust Agreement have been
accepted by the Trustee in the Commonwealth of Pennsylvania, and
will be administered by the Trustee in Pennsylvania. The
validity, construction, and all rights under this Agreement shall
be governed by the laws of the Commonwealth of Pennsylvania.
6.02. Should any provision of this Agreement be or become
invalid or unenforceable, the remaining provisions of this
Agreement shall continue to be fully effective.
IN WITNBas WHBREOF, this Revocable Trust Agreement has been
executed this
#
-.J1:1;t/ (//}e)l
/
, 1995.
day of
~~$L,r
TNE
J1'ttl4;; ;( lflO'-dl
WALTER L. BEATTY, Settlor
ATTEST:
~.
THE PENNSYLVANIA TRUST COMPANY
BY: /2~-b.
PAUL IRWIN
Executive Vice President
secretary
tL.~
19
COMMONWEALTH OF PENNSYLVANIA )
( SS:
COUNTY OF CUMBERLAND )
On this, the Cf'tl day of 'JAlI/o/"~'1 ' 1995,
before me, the undersigned officer, personally appeared WALTER L.
BEATTY, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the within instrument and
acknowledged that he executed same for the purposes therein
contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
NatarfaI Seal
AWlS,~~1Wo
Mt~&piesoln~l995
~
.~ d.Q7-
)
( SS:
)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
On this, the 9 1M day of J:"~.-N"'L1' 1995, before me,
the undersigned officer, personally appeared PAUL IRWIN, who
acknowledged himself to be the Executive Vice President of The
Pennsylvania Trust company, a corporation, and that he as such
officer, being authorized to do so, executed the foregoing
instrument for the purposes therein contained by signing the name
of the corporation by himself as said officer.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
I -- ~ ~~
Allr1S,~NcA1>y PWc
. ..~-~'. ~_. · PUBL .- l'
MolIrtxlt, l'8mIiyMnaAsliaJallOO 01 IaI1eo
20
.0'.' .....
BXHIBIT II
,
.
.. I' I, ~,
BXHIBIT D
Trustee's fee shall be an annual fee due and payable
quarterly at the end of each quarter. The Trustee's fee shall be
calculated at the rate of six-tenths (6/10) of one (1%) percent
of the market value of the trust principal as of the commencement
of each annual term. Although Trustee's fee shall be calculated
on the value of the trust principal as of the commencement date
of each annual period, the fee shall not have been earned until
the annual period has expired. In the event of the termination
of the Trust for any reason whatsoever prior to the expiration of
an annual term, Trustee shall be entitled to a pro-rated fee
based upon the number of days within the annual period during
which the Trust had not been terminated.
--...... .-....---. ...... . ...
,
.
"- --.-'.- _--.-: -. - -- .-. - ...~_. - ~ ..-- -.;.....- ..-- -- ;-- - -- - -- -- -...- ~ - _. --
"
RECEIVED FROM:
- 't~~. I 't_~~;l'[;~~i~pfi'\~il,};I';/~V/U:;-'{":'~"7:<.~:~~~-~~!,iVT'V,'~'~ .,
,,' " ;m~q.~iP:.~N",X,~.~~A.~I,''''''.',X,i{;.:'.';;ii
"~NIYL\fA~11.r~~~~~jiti~if;1:.'.T.
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ACN
m ASSESSMENT I!I
U CONTROL ...
NUMBER
AMOUNT
VAUGHN GEDRGE A III
101
.'I,<lb".1:I7
3904 TRINDLE ROAD
CAMP HILL, PA 17011
fOlD HU'J,
~
ESTATE INFORMA110N.
1:1 'I E MSER
II el-199!5-0!5bl
II NAME 0' DECEDENl 1v.51)
II DATE 0' PAYMENT
II POSTMARK
COUNTY
SSN 180-eb-713e
(f1RS1) (Mil
C MBERLAND
DAlE 0' DEATH
;l
..)
m TOTAL AMOUNT PAID
'1
I
REMARKS
.7.364.87
PB
/) t '
RECEIVED BY /)l~,4A / ft, ( .'..,.J .<.Mv. :
/fiI.brAT~' 11 " . .J'
(/ ".r .IftE< j ,([."; I-
MARV C. LEWIS Jo.,~, ''-; j /,
REGISTER OF WILLS
SEAL
MARTIN M CHRONISTER
C/O GEORGE A VAUGHAN
CHECK" 137
II I ESGl
REGISTER OF WILLS
'! - -- '--,- -----, --, ,- - --~- -- -- ~-- - -------.-'~ -, - '~--- -. -- -- -- - - -. ,'-.r:- '--I-'~-
",
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REV-1547 EX AFP 112-95*
COHHOHWl:Al lit or P[NNSYlVANIA
D(PAA'~H' Of R[V[HU(
BUR[AU or INDIYIDUAL "~XES
OEPl. IU'DI
HARAISBURG, PI 17.'.-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 07-22-96
I!'-
FILE NO.
DEATH 07-09-95 COUNTY CUMBERLAND
NOTE' TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUaHIT THE UPPER PORTION OF THIS FORH WI7H YOUR TAX
PAYHENT TO THE REDISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
GEORGE A VAUGHN I II
3904 TRINOLE RD
CAMP HILL PA 17011
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount He.Ht.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is'4-j-iif-"Fpoii'2:\isT"iici'fici--IWi-NHEiiii'ANCi-YAiniPPRiiisEHiii:r;-jii.i'-OWAiici-iilimmm_mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEATTY WALTER L FILE NO. 21 95-0561 ACN 101 DATE 07-22-96
TAll RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I eat.t. (Schedule A) IlJ
2. stock. end BondI (Schedule OJ (2)
5. Clo..ly Hald stock/Partnerahip Inter..t (Schedul. CJ (3)
4. "origlll../Not.. Receivabla (Schedule DJ 14)
5. C..h/Ban~ Depolita/Hi.c. P....on.l Property (Schedule EJ IS)
6. Jointly ONnad Property (Schedul. fJ (6)
7. Tranlfl..1 (Schedule OJ 171
8. Tot.l An.t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expan.../Ad". Co.t./Hhc. ElIlpan... (Sch.dul. HJ (91
10. Oabta/HodDaDa Liabilitl../Lian. (Schedula II UOJ
11. Total Daduction.
12. H.t Vaiue of Tax R.turn
15. CharHable/Govarn..ntal aequaah (Schadula JJ
14. Hat Valua of Eatat. Subjaot to Tax
I CHANGED
109.000.00
872.763.46
.00
.00
143.195.31
. .00
440.554.42
II)
40.083.15
2.646.69
1111
112)
115)
114)
1.565,513.19
4:>,7:>9 R4
1.522.783.35
.00
1.522.763.35
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issuad previously, lines
reflect figures 'that include the total of ill
ASSESSMENT OF TAX:
15. Allount of Lin. 14 at Spou.al rata US)
16. A.ount of Lina 14 taxabl. at LinaallCla.. A rat. (16)
17. A.ount of Line 14 taxabl. at Collataral/Cla.. 8 rata 117)
1a. Principal Tax Dua
TAX CREDITS I
PAYHEN7
DATE
10-04-95
04-08-96
RECEIPT
NUHBER
AA082206
AA112706
DISCOUNT I')
INTEREST 1-)
11,052.63
.00
.00 X .00_
.00 X .06_
1.522.783.35 x.15.
I1BI
AHDUNT PAID
210,000.00
7,364.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
228,417.50
228.417.50
228,417.50
.00
.00
.00
IF TOTAL DUE IS LESS THAN .1, HO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" ICRI. YOU HAY aE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
'0
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00
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RESERYATION. E.t.t.. 0' d.e~~t. dying on or b,'or. UIClab.t 12, .912 -- I' .ny 'utur. Inl.r"l In the ..tlt. II lren.,.rrld
In po.....lon or .nJoy.ent to Cl... . Ceoll.t.r.l) btnt'lel.rl.. 0' th. dlcld.nt ,'l.r the ..plr.tlon 0' eny .It.t. 'or
11'. or 'or YI.r., thl C~onw..lth h.r.by ..pr.'llv r...rv.. thl right to eppr.I.. end ...... tren,'.r Inh.rltenc. T....
.t thl I,,,'ul Ch.. . (coll.tlt.1) ret. on InY .uch 'utur. Int.r..t.
PURPOSE OF
NOTICE I To 'ulflll thl nqulrs..nt. 0' s.cllon 21ltO 0' thl Inhltlt."ce end E.t.t. Tn Act, Act U 0' 1991. 72 P.S.
S.ctlon 2140.
PAY":HT I
D.t.ch the top portion 0' thl. Hotlc. end lub.lt ..Ith your p.v.~t to thl A.gl.t.r 0' Will. prlnt.d on the rlv.r.' .Id..
--"alt. ch.ck or .oney ord.r p.ytbl' tal REGISTER OF MILLS, ADENT
All p.y.ent. r.c.lv.d .h.l1 'Ir.t b. .ppllld to InY Int.r..t which ..y b. du. with eny r...lnd.r appll.d to thl t...
AEfUND (CA), A r.fund of . t.. cr.dlt, which v.. not r.que.t.d on the T.. A.turn, .IY b. r.qu..t.d by co.pl.tlng en "Appllc.tlon
for R.,und of P.nn.ylv."l. Inh.rltanc. and E.t.t. T.." CAEY-IlI11. Appllc.tlon. Ir. ,vIII.bll .t th. Dfflc.
0' th. AIgl.tlr 0' Will., InY of th. 21 RIY.nu. DI.trlct Offlc.., or by c'lllng th. .p.cl.1 Zit-hour
.n....rln. ..rvlc. ~b.r. for for.. ordlrlng, In Plnnlylv.nl. 1-800-562-2050, out.id. Plnn.ylvanl. Ind
within 10c.1 Hlrrl.bur. .rl. (717) 787-80''', TOOl C7171 772-2252 CHllrlng I'Pllr.d Only).
OBJECTIONS, AnV p.rty In Int.r..t not ..tl.,I.d ..Ith th. .ppr.I....nt, .llowenc. or dl,lllowlnc. of d.ductlon., or .....I.tnt
0' ta. (Including dl.count or Int.r..tl .. .hown on thl. Hotlc. au.t obJlet within .Ixty (60) dly. of r.c.lpt 0'
thl. Notle. byl
--writt.n prot..t to the PA D.p"blnt of R,vlnul. Boltd of APPllh, Dlpt. 281021, t!errlsburg. PA 11121-1021, OR
--.Iectlon to hlvl the ..ttlr d.t'r~ln.d .t .udlt 0' th. Icenunt 0' the p.r.on'l r.pr...ntltlv., OR
--app..1 to the Orph.".' Court.
AOftIN
ISlAATlVE
COAAECTIONS.
DISCOUNT,
Factu.. .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rta.nt af A'v,nu.,
Bur.au 0' Indl~ldU.I T...., ATTNI POlt A.......nt A.vl.w UnIt, D.pt. 210601, Harrl.burg, PA 17128-0601
Phon. (717) 787-6505. S.. pag. 1 af th. bookl.t "In.tructlon. for Inhlrlt~e' Ta. A.turn for a A..ld.nt
o.cad.nt" (AEV-ISOII for In ..planatlon of adalnl.tr.tlv.lv ~orr.~t.bl. .rrcr..
If InY h. due 11 p.ld within thra. U) ~.I.ndar .onth. .ft.r th. dICld.nt'. d..th, . flv. Pltclnt CSleI dhcount of
the t.. p.ld I. .llow.d.
Th. 15X ta. .~.ty non-p.rtlclp.tlon p.n.ltv I. co.put.d on the tot.1 of the taM and Int.r'lt .......d, and not
p.ld b.for. Jsnuery II, 1996, th. flr.t da~ .ft.r th. .nd 0' th. t8M a.n'lty p.rlod. Thl. non-p.rtlolp.tlon
pan.ltw I. appaalebla In the .... a.nn.r end In the th. .... tl.. parlod a. you would app..l the t.. end Int.r..t
th.t ha. b..n .......d .1 Indle.t.d an thll notlc..
PENALTY'
INTEREST,
Int.r..t II charg.d b..lnnlng with flr.t d.y of d.llnqu.ncy, or nln. C9) .onth. and on. Cl) d.y 'roe th. date 0'
d..th, to tha d.t. of p.yaent. T.... which b.~... d.llnquent blfor. Jenu.ry I, 1'8Z blar Int.r..t .t the r.t. 0'
at. (6X) plr~ent plr annua c.lcul.tld at . dally rat. of .00016~. All t.... which b.e... d.llnquent on tnd .ft.r
Jenuary I, 1912 will b.ar Int.r..t at a rat. whl~h will vary 'roa ~.Itnd.r Y.lr to ~.I.nd.r y..r with th.t r.t.
ennounc.d by the PA D.p.rt..nt 0' R.v'nu.. Th. applle.bla Int.r..t r.tl' for 1912 through 19'6 .r'l
'!!!! Int.r.st R... D.llv Int"..t Factor !!!r Inter..t Rlt. Dallv Intlr..t F.ctor
.912 ZOX .000541 1917 'X .00021t?
1911 16iC .000411 1911-1991 lliC .000301
1914 HX .000501 1992 'X ,OOOllt?
1985 lSX .OOOSS' 1991-19911 'X .000192
I'" lOX .000274 1995"1996 'X .ODD21t?
--Int"..t I. c.leulat.d .. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUnSER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d .,t.r the ta. b.c~" d.llnquent will rafl.ct en Intlrl.t c.lcul.tlon to flft.." (ISI d.y.
b.yond th. d.ta of the .......ent. If p.y.ent II .ad. .ft.r the Int.r..t co.put_tlon data .hown on the
Hotlc., additional Int.r..t ault b. cllculat.d.
0 t.,
.- ~ "0...
(> .1'! 0 "
:) i'!; ~ c ,3
:;!. :ol..... ~
i;J 0\ ,. ,
......
.' ~
" ::j ,\
) H'
'" ." f.. I
,"
o'~n >1
U ,'n ~ ~~
Ola:
a:
P\JOPOS( .,
NOnce: I
To fulfill the raquJra-.nt. of Slctlon 2145 Cb) of the Inh.rlt~. end ratat. 'a. Act, Aat 21 0' 1991.
172 P.I. IHUon 1145).
PA'nIENTI
o.tech the top portion of thl_ Notlc. ~ .~lt with ~DUr Ply..nt to the Algl.t.r of Will, printed on the
r.v.r.. .1....
.. H.... dMck or lMJney order plyabl, tal REGISTER OF MILLS, AGENT.
All ply.ent. received ,hall b, applied 'Ir.. to eny 1nt.r..t which "V ba due with any r...lnd., applIed to thl t...
RU1.NI (eAl I A r.fund of . talC credit "V be raqu..tlld by caplaUng en "Application for R.fund of Pennlvh,."la
J~rltanc. end Elt't, TIIC" CREV-1SIS). applicatIon. .r. IVlllabl, at thl 0'f1cI of the Alglatar of Willi,
MY of the 25 Rlvenue DI.trlol O"lc.. or 'r~ thl Dlp.rtaant'. Z4-hour .".w.rJng ..rvlel nueb.r. for for.. ordering.
In ~'ylv~l. 1-'00-562.'050, out.ld. Penn'ylv~l. Ind within loc.1 Harrl.burg .r.. (717) 717-1094,
TOOl (717) 772-1252 (Haarlng I__alred Onlw).
OBJECTIONS, An, p.rty In Int.r..t not ..tl.fl.d with the ........"t of ta. a. .hown on thl. notlc. .aw objlct Within
'I.tw (60) daw. of rlcllpt of thl. Notlc. bw'
--wrltt~ prot..t to the PA Departaant of Rav~, loard of App..l., aapt. 211021, Harrl.burg, PA 17121-1021, OR
".lacUna to hay. the ..U" dataralned It MIdSt of the plrton.l rapr..."taUYI, OR
--appaal to the Orph.".' Court.
ADttIN-
ISlRATlVE
CORRECTIONS I Factu.1 Irror. dl.coy.r.d on thl. .......ant .hould b. addr....d In writing tor PA D,p'rt.."t of R.yanua,
Bur.au of Indlvldu'l T.w.., ATTNI Po.t A.......nt R.vl.w unit, D.pt. 210601, H.rrl.burg, PA 17121-0601,
Phone (717) 717-6505. S.. paa. 5 of the bookl.t "In.tructlon. for Inh.rltanca T.. R.turn for a R..ld."t
D.cadent" (REY-1501) for an ..planatlon of .d.lnl.tr.~lv.1Y corr.ctabl. .rror..
PENALTY I
Tha 15~ ta. aana.tw non-partlclp.tlon p.n.lty I. co~t.d on the tot.l of the t.w and Int.r..t .......d, and not
paid b.for. Janu.ry II, 1996, the 'Ir.t d.y .ftar the .nd of t~ t.w .an..ty p'rlod. Thl. non-p.rtlclpatlon
p.nalty I. app..labl. In the .... .ann.r and In the the .... tl.. p.rlod .. YOU would ,ppI.I the t.w and Int.r..t
that ha. b.." .......d a. Indlcat'd on thl. notlc..
INTEREST I
For dat.. of d..th on Dr "l'r 10-)-91, P.nn'vlvanl. E.tat. T.. b...d on the F.d.r.1 [.t,t. Ta.
r.turn blco." dellnqu.nt at the ..plratlon of nln. (09) .onth. fro. the data of d.ath,
For dat.. of death prior to 10-5-91, P.nn'vlvanl. [.t,t. Ta. ba..d on the F~d'ral [.tat. Ta. r.turn
b,cOla. d.llnquent at the ..plr.tlon of .Ight..n CII) .onth. frol the data 0' d..th.
T.... which bee... d.llnqu.nt b.for. January I, 1912 b.ar Int.r..t at the rat. of .Ix (6~) p.rcant p.r ~
calculated at . dallw r.ta 0' .00016'. All t.w.. which b.c... d.llnqu.nt on Dr aft.r January 1, 1911 will b..r
Int.r..t at a r.t. which will varw frol cal.nd.r y.ar to cal.ndar w..r with that rat. ~ouncld bv the PA
D.partl."t of R.v~. Thl appllcabl. Int.r..t rat.. for 1912 through 1996 .r.r
Y..r Intara.t Rat. OallY Int.r..t F.ctor Y..r Intar..t Rata D.lty Intaraat Factor
1911 ZD~ .000541 1917 ,~ .000247
1915 16~ .00001 1"1-1991 IlX .00DSOl
1'84 UX .00DSOl 199' 'X .0002'7
1915 U~ .000556 1995-1994 1> .000192
1'16 10;( .000274 .995-1996 ,~ .000247
"-Int.,..t I. calculatad .. followlI
INTEREST . eALANCE OF TAX UNPAID X NUnBER OF DAY8 DELINqUENT X DAILY INTEREST FACTOR
.-Any Notlea I..ued I,ter the taw bleDl.. dalln~nt will r.fl.ct an Intar..t calculation to fl,taan (15) day.
b.vond the data 0' thl ......lInt. If p.yaent I. ..da .ftar the lntar..t coaputatlon data .hown on the
Notlc., adcHUon.1 Intar..t .u.t ba calculatad.
"'. .... .--.--- -'.... .
,
~L~____~_____________________._____________________
~);yi::'-:,,":{,-\:iL;:.,y_::.t_--:;-,'.".," <'<.':_' ; '-." "-". ,- ':'
II,' Ni/AA. 08'22'06" COMMONWEALTH OF PENNSYLVANIA
:' ',', '"., , .' ".' DIPARTMINT OPRIVINUI
\'.i~,;..'i;l.~i" ".,,'.. ' . OFFICIAL RECEIPT, & PENNSYLVANIA.INHERITANCE AND ESTATE TAX
.
RECEIVED FRO(ol'
FJ
ACN
ASSESSMENT Ii'
CONTROL 1:.1
NUMBER
AMOUNT
VAUGHN GEORGE A III
lul
.t::IU,UUU.UO
3904 TRINDLE ROAD
CAMP HILL, PA 17011
ESTATE INfORMATION,
m FilE NUMBER
U e1-199S-0Sb1
m NAME Of DECEDENT IlAST)
1;,1 BEATTV WALTER L
m DATE Of PAYMENT
m POSTMARK DA E
COUNTY
SSN 1S0-eb-713e
(fIRSTI IMII
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
SEAL
MARTIN M CHRONISTER
C/O GEORGE A VAUGHAN III
CHECK" 0114
..#"' ,
/ ,
V;
RECEIVED BY
REGISTER OF WILLS
~7""":':'"_~ -7 -~ ~~-:-:~--""":",-~-:-",~-:,:"-~~.~~.-:: - __,-,-:-_""::7" -:-.-.- -- - - -- - - - - - --- -;. ':"'T--.-:r.r= =::-:-F~7~
. ..' .
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r'
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..'...~...iI...d - - '" ....,:-
j' ;
-- -. .- - - _.
/5-'10 -J'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DAT!
ESTATE OF
DAT! OF DEATH
FILE NUHlER
COUNTY
ACN
. d..-.
'*
auREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYI'ION
DOlT. ""01
HARlIIIUAO, PI .7.'I-a'01
lI"'UP""Il.'"
GEORGE A VAUGHN III
3904 TRINDLE RD
CAMP HILL PA 17011
03-03-97
BEATTY
07-09-95
21 95-0561
CUMBERLAND
202
AllOUI'lt R_ltt.d
WAL TER L
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTE. To Jnou... p~_~ oroclit to rDU~ ..oount. """"it the _~ pc~Uon of thh fa... with rDU~ tax po_to
CUT ALONG THIS LINE ~ RKTAIN LOWER PORTION FOR YOUR FILES .....
Ri-Y:73er-ix--AFP--{iz~-96j-----.-i-Niifici!-OF--DiTi!R"iiUifiiiN-AiiD-Aiiiiss-HiNir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF BEATTY
WALTER L FILE NO.21 95-0561 ACN 202
ESTATE TAX DETERMINATION
DAT! 03-03-97
1. Credit Far St.te De.th T.xe. .. V.rified
65.899.16
2. Pennaylv.ni. Inherit.nce T.x A......d
CExc1uding Di.count .nd/or Int.r..t)
217.364.87
3. Inherit.nce T.x A......d by Oth.r st.t..
or T.rritorie. of tho Unit.d st.t..
CExcluding Di.count .nd/or Int.r..t)
.00
4. Tat.l Inh.rit.nce T.x A......d
217.364.87
5. Pennaylv.ni. E.t.te T.x Du.
6. Amount of Penn.y1v.ni. E.t.te T.x Previou.ly A......d
B..ad an F.d.r.1 E.t.t. T.x Return
7. Additian.l Penn.ylv.ni. E.t.te T.x Du.
TAX CREDITS I
PAYMENL
DATE G <
rRlECEIPT
I{HUMBIlIl,;C
DISCOUNT C+)
INTEREST C-)
AMOUNT PAID
.., ~.
E:
o
~-j
)
~.l I'
Uw
lUa:
a:
~
=-<...:;
.....
p,
~
OJ -
- =>
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
01' PAID A'TER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN .1. NO PAYHEHT IS REQUIRED
FOR CALCULATION 0' ADDITIONAL IHTEREST. IF TOTAL DUE IS REFLECTED AS A "CREOI1" (CRJ, YOU /lAY liE
DUE A REFUND. SEE REVERSE SIDE 0' THIS FO~ FOR INSTRUCTIONS.!
\
.00
.00
.00
PIJIlPllU Of'
HDTICE.
PAYIIDf1'.
REf\IrCD(CRh
To fulfill the r-.ulr...nta of Seotlon 2145 (b) of the I~rltlnoe ~ E.t.t. Tax Aot, Act II 0' ."1. (72 P.I.
IeoUan IUS).
DetMh U. top portion of thl. HoUel .. .-It with your ,.,.."t to the A..-Jst.,. of WUb ,r1nt_ on the
rever.. aIde.
n ..... check or -v onll,. ,'-1. tal REGISTER OF MILLB, AGENT.
AU ~t. renlv.d "'U be ",,11- flr.t to IftV Int.r.st which -V be dUll .,Uh MV r_lncMr ...U" to the tax.
A ...fw1d of . tu er..lt .u bII r......t... by COIIPlaUng ., -Appllcetlon for A.fmd 0' Pam.vlnnl.
InheritInG. ~ Eatate Tax- (REV-ISIS). Appllcetlon. .r. .v.l1~1. at the Office of the Aeg.at.r of Willi,
MY of the ZS A~ Dhtrlot OffiCIIS or frOll the Depert-'lt'l Z:4-hour .,....rlng "Mlle. "",.a for far.. orderlngl
In '-nnlYlv.nla 1-laO-56Z-ZD)O, out,lde Penn.,l""l. ~ .,Ithln 1~1 HarrlsbUrt .~ (717) 7.7-1094,
TDG' (717) nz-un (....rlng 1,"1,." Onlv).
QlJECTIDHSI W ~rty In lnt.....t not ..thUed with the .....~t of tax II shown on thb noUctI ..v obJHt within
.1Mty ('U dql of r-..pt of thh NoUce by,
.""rUb" prot..t to U. Pi o.p.,.~t of AIIWf'IW, IMrd of AppMl', Dept. ZllDZI, Hlrrllbura, PA 17UI"lDU, OR
...leatll"lll to hwe the _u.,. _t.,..I..- .t ..tIt of the ,.rSOMl r.nMrttllUv., OR
......1 to the DrphM.. Court
AIlIIIH-
IlmnY!
CORAECTlDHlI
PENALTY.
IHTtRE1T.
FIOtu.l .rrar. dl~v.red on thl. ........nt should be ~r..MId In wrltll"lll ta. PA Dep'r~t af R.v~,
lur..u of Indlvl~l Tax.., ATTHI po.t A.....-.nt R.vl.w unit, Dept. ZIO'Ol, Har,.lsbur.. PA 171ZI-0601,
~ (717) 111-6501. ... peve 5 of the bookl.t Rln.tructlon. '0" Inner1tene. Tex A.tum far. R..1dent
~tR (REV.1S01) far en 1XP1~tlon of ~lnl.trat1v.I, oorreotebl. .rrar..
The lU taM ....tv non.perUalpeUon pwMIltv II c~t... on the total of the tIX end Inter..t .....Md, Ind not
pa1d '-far. J....ry II, 1996, the flret de1 aU.,. the end of the tIX _.tv per1Dd. Thle nan-p.rUa1pet1on
peMl\v b .....1.1. In the .... .......,. .rid In the the .... U.. per1ad .. ,au would eppul the tIX end Int.,.lIt
that ... ..... .....MId .. IncUcatad on thh notice.
Addlt1_1 PemQlwn1. E.tIIt. flUe .....MId .. a ,....,U of . chenge an the ,..,..1 E.t,t, T.. 010111"1II
l.tt.,. blooM. .11,......,t at the ..I,.attan of ana (1) aanth froe the ata the I1Ml notlc. of the Inc,.....
In '.....1 E.tIIt. T.. 11 rK8lved.
1T.... NtI1ch bee.- .11"...,t "far. JMua", I, 1912 bur 1nt.nlt at the rat. of .be (..x) parcent pe,. ...
_lcutated at a _llr ...t. of .al01M. All tax.. ....lch bee-. dlllnquent an or aU',. .".,..ry 1, 1HZ Mill bur
Int.r..t at a ...t. tlhlch .,111 wry frOll pl.....r ,II" to cal...." ,M" .,Ith that ,.at. ...-.aunced b1 the PA
Depa"taent of Rev~. The 1PP11~1. 1nt.r..t rat.. far 191Z through 1'" ar'l
~ Int."..t ht. Dall, Int.r..t Factor ~ Int.,...t Rat. Dlllw Int.r..t Factor
IOU ..X .011", 1917 'X .OalU7
I"S 10 .IIUsa 1911-1"1 IIX .0alJDl
1- lIX .00nOl 1"2 'X .000147
1915 1'" .DIIS56 199)-1994 7ll .aaDltz
1916 lOX .000174 1995"I997 'X .DalZ47
..Int.r..t 11 calculated II fall...
IIITEIIElIT . "LANCE OF TAX l/llPAID X IlVIlIIER OF DUB DELIHQUElIT X OAIU IlITEREST FACTOR
".Any HaUa. h....-d aft.r the tu becMa. .11.......t .,Ul nflact en Inter..t calculation to flft"" US) der'
bevand the data of the .....Ulint. If PQ'Mnt 11 .... aft.r tM 1nt.,...t COIlPUtIIUan dlh IhcMI an 'the
HatJea, addJU~1 1nt_nlt .,It be calcul.ted.
..
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Inventory of the real and personal estate of
Walter L. Beatty,
See Separate Attachment
deceased
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$1, 25,599 .77
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COMMONWEALTH OF PENNSYLVANIA 1.
COUNTY OF CUM.ERLAND J
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Martin M. Chronister
b.lng dul~ Rwnrn .ccordlng to I.w, depolel and laY' that h. i" ~h" F."",,"tnr
0' the Estot. 0' Walter L. Beatty
I.ta 0' __1l.=o.u.gh_oL.Camp-Hi11_ , Cumberland County, Pe., d.c....d .nd that the
within Is on Inyantory mod. by him . tho laid F."p("lI~nr
of the .ntlre .stol. 0' uld dec.dant, con silting 0' all tha p.non.1 pro".rty and re.1 utot., axc.pt r..1 astot. outsld.
th. Commonw..lth 0' P.nn.~IYonlo, and that tho flguru oppollta ..ch Item 0' tho Iny.ntory repruant It'. 'olr y.lu.
.. 0' the dot. 0' daced.nt'. deoth.
~wnt"'n tn
end lub.crlb.d b,'or. m.,
~~ff~~L.
E..cutor .. Aclmlnhtr.tor
'-0 Rrfnrrl Rn;::lrl. ~lIitp ~1r;
FRANCES T. VAUGHN, Notary blle
Hampden lWp.. Cumberland Co pA
My Cammlulon Expires Aug. 9, 1 99
Lemoyne, PA 17043
Addr...
Oat. 0' D..th
9th
Ooy
July
Month
1995
Vu,
INSTRUCTIONS
I. An Iny.ntory mu.t b. flied within thr.. month. alter appointment 0' penonol repra..ntatlve.
2. A supplamant Iny.ntory must b. fIIod within thirty dOYI 0' dllcoy.ry 0' oddltlonol o...h.
3. Additional .heeh may be ottoch.d 81 to p.non.lly or realty
4. See Artlcl. IV, Flduclorl.s Act 0' 1949.
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INVENTORY
Estate of.
Date of Daath.
County.
Walter L. Beatty
July 9, 1995
Cumberland
--------------------------------------------------------------------.--
Cash.
1
Dauphin Deposit Bank and Trust Company/ Checking
account n0014416360/ principal balance as of date
of death
22,148.92
2
Dauphin Deposit Bank and Trust Company/ Checking
account n0014416360/ interest accrued to date of
death
6.37
3
First Federal Savings and Loan Aseoc.1 Account
#0206066573/ principal balance ae of date of death
27,062.02
4
First Federal Savings and Loan Assoc., Account
n0206066573/ interest accrued to date of death
21.02
5
First Federal Savings and Loan Assoc./ Checking
Accountn 22220357821 principal balance as of date
of death
14,540.93
6
COVA Policy #136287-4/ ordinary income portion of
single premium deferred annuity (IRD)
14,685.46
7
Penn Mutual Annuity n77736571 ordinary income
portion of single premium deferred annuity (IRD)
636.24
6
Eaton Vance Marathon PA Tax Free Fund, dividend
(IRD)
571.20
9
Franklin PA Tax-Free Income Fund, dividend (IRD)
1,214.64
10
Lord, Abbett & Co., Tax-Free Trust Fund-PA,
dividend (IRD)
652.98
11
Refund of health insurance,premium (PSERS)
641 . 00
12
Commonwealth of Pennsylvania/ refund on 1994 PA
personal income tax
205.00
13
Nationwide I refund of unearned car insurance
premium
206.60
14
Nationwide, refund of unearned homeowner's
inourance premium
107.00
,
...
Subtotal
82,699.38
-1-
,
INVENTORY
Bstate of,
Date of Death,
County,
Walter L. Beatty
July 9, 1995
Cumberland
-----------------------------------------------------------------------
Miscellaneous Personal Property,
15
Checks (3) payable to decedent but uncashed as of
date of death
16
COVA Policy "136287-4, return of principal on
single premium deferred annuity (owned by decedent)
Penn Mutual Annuity "7773657, return of principal
on single premium deferred annuity (owned by
decedent)
17
18
1992 Buick Century 4-Door Station Wagonl VIN
lG4AL84N3N6443291
19
Furniture I household furnishings I tools I and
miscellaneous tangible personal property
20
Curley Maple antique wash stand, two antique walnut
maple clocks I two antique hand-decorated trays
Subtotal
Stocks/Listed,
21
21784.949 shares, Delaware Group Tax-Free PA Fund A
22
12776 shares, Eaton Vance Marathon PA Tax Free Fund
23
23359 shares, Franklin PA Tax-Free Income Fund
24
27675.613 shares, Lord, Abbett & Co. Tax-Free Trust
Fund-PA
25
5808 shares, Premier State Municipal Bond Fund, PA
Series
26
4545 shares, Van Kampen Merritt Municipal Income B
Subtotal
-2-
6,463.73
40,835.00
3,836.20
8,235.00
1,596.00
171.00
61,136.93
183,211.42
133,189.80
239,896.93
137,962.93
95,919.12
68,424.98
------------....
858,605.18
....- " '. ...-......
JRD/Juoe 30. 1992/17858
REGISTER OF WILLS
Cumberlond County Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal RepresCllwlve
Counsel: GEORGE A. VAUGHN, I I I, ESQ.,
BE: Estate or WAL'l'E.R L. BEA'l''l'Y ,Deceased, LIIto or
CAMP HTT.r. ROROtlGH
Estate No.: 21-1995-561
Date orl)ec:edent's Death: JULY 9, 1995
Pursuant to Rule6.12,.the above named personal representative or the above nll\lled attorney, If
applicable, within two (2) years of the decedent's dcath, and annually thereafter until administration is
completed. Is required to file with the Register of Wills a Stalus Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notics is to advise
you that unless the requisite Status Report Is filed with the Register of Wills or Clerk of the OrphlllS'
Court, as appropriate, within ten (10) calC11dar days after the date of this Notlcs that the Register ofWUls
la rcqulred to notify the ~' Court Division. Court of Common Picas of such dellnCj1iCllcy and to
request that said Court conduct~a hearing to determine whether sanctions should be Imposed upon the
cIe1lnquem penonal represeaiia!ive and the delinquent personal reprcsentatlve's counsel, If any.
Accordingly, lfthe requisitOiSiatUs Report Is not filed by SEPT. 10, 1997,"you"are hereby
advised that a request wUl be submitted to the Court in accordl7lCllwith Rule 6.12. .
Date: AUGUS'l' 26. 1997
Distribution to Estate File
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4.'__-~__"'-.'_"'"
.......-
".<-' ....'..__ ,",,_ r__._."_w~_"",,,,,,,_______,,,
._.-
STATUS REPORT UNDER RULE 6.12
N8me of Decedent: Walter L. Beatty
D8te of Oe8th: JUly 9, 1995
Will No.
21-1995-561
Admin. No.
Pursu8nt to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the 8dministration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: N/A
3. If the answer to No. 1 is Yes, state the fOllowing:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
C. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~
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Date: orfl.03/97<
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George A. Vaughn, III
Name (Please type or print)
3904 Trindle Road '
Camp Hill, PA 17011
Address
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(717) 975-9102
Te 1. No.
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Capacity:
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(MAH: rmf/ AK3)
Personal Representative
X Counsel for personal
representative
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