HomeMy WebLinkAbout95-00625
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I'ETITION 10'01( ..IlOnA.....: Illld (jIIANT 0... 1.I~'I"l'Ims
d(1-9s-:._~~Su
Patricia R, St, John
Nil,
To:
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1I!.\f) Allo"''' fl.\' _w.___.u__
.... _h _. _ ..... .... . _ Ill'j\I,tcl of WIII\ 1'111 thc
___________. ,,_. /),.,.""",tI. l'IlIlIlIY or ..Cumborland_. III thc
SII<"'" S"C'lIr/ty Nil. .11!:-~.2-'31}.3 _ Cnllllllllllwcnllh nf PCIIII.ylvnlllll
The I'ctllhlllnr the IIl1dcr,INlled IC\l'cctflllly IClllc'cnl' Ihnl:
YOllr I'etllluller(ll). whn I\llJIe IH yenr. nf nNe or nldcr nil the execlltOr
IlIlhe Inst will or the above decedellt, dilled Fobruary 27,
alld codlell(s) daled -lliID"
I~'gled
.19_
(llllt ,e1euRI clrclIIlluauce,. e... renunciation. dealh Dr euculo,. cle.)
Deeendenl was domiciled at death in Cumberland
.. ",. last ramlly or principal residence at 522 Hardinq
Cumherland Borouqh. pennsvlvania 17070
(llsl rilrm, numbtr and munclpalhy)
County, Pennsylvania, with
Street. New
Decendenl, then 65 years or age, died Ju 1 y 16, , 19 95
~ Harrisburg Hospital .
Except as rollows, decedent did not marry, was not divorced and did nOI have a child born or adoptcd
after execution or the will orrered ror probate; was notlhe victim or a killing and was ncver adjudlcaled
incompetenl: n I a
Decendent al death owned property with estimated values as rollows:
(II' domiciled in Pa.) All personal property
(Ir nol domiciled In Po.) Personal properlY In Pennsylvania
(Ir not domiciled In Pa.) Personal properlY in County
Value or real eslate in Pennsylvania
situated as rollows: 522 Harding Street. New
f"nnn"'y. 'Ppnnqylu;:!in;;:Ii 17070
$ 325,000,00
$
$
$ 12';'000.00
Cumberland, Cumberland
WHEREFOR~, petltioner(s) respectrully d~q~'UMnd%,.rfAfyo.te Ill' Jh)i last will and codicil(s)
presented herewith and Ihe granl or lellers UN I,; ,I, ,
(lcstanlC:ntary; administration c.I.a.; admlnlstrallon d.b.n.c.l.a.)
theron.
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Phyllis J, Harmon, Asst. VP/Trust
Pennsylvania National Bank Officer
1',0, Box 2053
Harrisburq. PA 17105
-: .... -~.-
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petltloner(s) above-named swear(s) or affirm(s) thatthc stalements in the roregolng petilion are
true and correct 10 Ihe besl or the knowledge and belleI' or pctilloner(s) and that as personal represen-
lative(s) or the above decedent petilioner(s) will well and-Iruly administer thc)estate according to law.
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Sworn to ~r affirmed .ilnd subscllbed frg/I'"c.'T[.'~ . . ":~"'/Y"'(~ ~
berore me tlus 141 H day or ~ --" , ~
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?1 --95 _ 625
I~(u(c of
PATRICIA R ST,JOIlN
, I>cccuscd
DECREE OF PROBATE ANI> GRANT OF LETIERS
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AND NOW AUGUST 22. 19~, In consideration or Ihe petition on
Ihe reverse side hereor. satlsraelory proor having been presenled berore me,
IT IS DECREED thaI the Instrument(s) daled FEBRUARY 27 , 1976
described therein be admllled to probate and nIed or record as the last will 0'1'
PATRICIA R ST, JOHN
OF AOMINISTRATION C,T,A.
PENNSYLVANIA NATIONAL BANK
and LellerS
are hereby granted to
7/)tu ~ e ,;e" fUl fM4. tJm Am f1:-o,.
Reali,., or WUII ' n
MARY C, LEWIS
FEES
Probate, tellers. Etc. ......... $
Short Certlficates(5 ) ... . . . . . .. $
Renunciation ................ $
x-I'ages
JCP $
TOTAL _ $
Filed .... ..~~~~.~T. ?'~''') ~.~~...........
340,00
15,00
10,00
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385.00
Andrew K. Stutzman. 72922
A1TORNEY tSup. Ct. 1.0. No.)
111 N. Front Street, P.O. Box BB9
ADDRESS
Harrisburg, PA 1710B-OBB9
(717) 234-4121
PHONE
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Mailed letters and order to attorney on 8-22-95,
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I,Ml,!' WH.r, ANI) 'l'gS'l'AMBtW
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PA'I'nI01A n. S'I'. .TOIIN.
I, PATRICIA R. ST. JOliN, proBontly roniding and domioilod at
522 lIardin!:: Street I Borough or Ne\1 cumllurlund, Cumberland County,
Pennsylvania, declure thin to be my Lnnt Will and revoke any will
which I have previously made,
ITEM I:
I appoint my sister Barbara R.
Edmundson and Mid-State Bank of Altoona, Pennsylvania, as Co-
executors of my estate, If Barbara is unable to serve in this
capacity, the institutional Executor alone shall serve,
ITE~1 II:
I appoint Mid-State Bank of Altoona
Pennsylvania, as the Trustee of any trust or trusts created by thi
will,
ITEM III:
For purposes of information I wish
to state that the members of my immediate family as of this date
are as follows:
My son, Andrew R, St, John, who is now 11 years of age,
ITEM IV:
I give to my son Andrew any interes
I may have in tangible personal property, including but not limite
to household furniture and furnishings, books, pictures, jewelry,
watches, wearing apparel, and items of like nature as determined
by my Executors, I do not intend to burden him with a great numbe
of inconsequential items but to see that he receives some gift or
gifts from our family home, The decision in this regard should be
made by the Executors and all items that are not held for the
benefit of my son or distributed ourtight to him shall be liquidat d
"
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nnd tho pl'oeeoda addod to my I'ooiduory outoto.
ITRM V:
T glvo t.ho 1'l'[llduO of my onl;oto, of
whntevcr nature and wherevor n1tunl;e, to the 'l'ruote[), ill tl'Ullt,
for the following UOOB nnd purpoBeo:
A, The Trustee nhnll apply dincretionary amounts of incom
and principal for the support, health, education, maintenance nnd
general welfare of my non Andrew, I direct the Trustee to be
liberal in the distribution of benefitn from the trust fund for
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the purposes mentioned,
B. Payments on behalf of the beneficiary may be made
directly to the beneficiary, or may be paid to the person or in-
stitution with whom the beneficiary resides, provided however,that
if my son should be placed in the custody of his father, or any
member of his father's family, the Trustee shall not distribute
benefits from the fund directly to those in loco parentis, However
the benefits from the trust fund may be distributed to those
persons or organizations who are supplying goods or services to
Andrew,
C, The Trustee shall distribute to Andrew, absolutely,
from the value of this trust fund 1/8 thereof upon his attaining
the age of 2q; l/q of the remaining balance upon his attaining the
age of 26; 1/2 of the remaining balance upon his attaining the age
of 28; and the entire balance upon his attaining the age of 30,
D, If Andrew shall have attained any of the ages set fort
in the preceding sub-paragraph at the time of the creation of his
trust, the Trustee shall then distribute to him such part or all,
as the case may be, of the trust fund as is directed to be dis-
tributed to him upon attaining that age,
E, If Andrew should die before attaining the age of 30
and the distribution to him of the remaining balance in his trust
fund, those assets shall be distributed absolutely to his then
living issue (whether born or adopted) per stirpes, and if he
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ITEM VI:
. ,
hall no luuue then living the remaining valuea ahall be diatrlbuted
in equal ahoroa to my aiator Barbaro R. Edmundaon and my brothor
Riohard A. Rooney, their heiru nnd nnsignll, nbnolutely, Any din-
tribution to children or moro remote illBUO of my lion Andrew Bhall
be aubject to the lIame truBt provillions as I have established for
hill benefit.
All shores of principal and income
pursuant to any trullt fund or fundll created herein IIhall be free
from anticipation, allsignment, pledge or obligation of the bene-
ficiary and shall not be subject to any writ of attachment or
execution,
ITEM VII:
I authorize the Trustee and any
lIuccessors in trullt to exercise the following powers in its sole
discretion which shall be effective without court order of approva
A, To retain any or all of the assets of my estate with-
out regard to any principle of diversification, risk or productivi y.
B, To invest in all forms of property without restriction
to investments authorized for any type of fiduciary,
C, To compromise any claim or controversy,
D, To borrow money from any person, including my Executor
or Trustee, and to mortgage or pledge any real or personal propert
E, To loan money to or to purchase property from my
probate estate,
F, 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 all for such prices
and upon such terms and conditions as it deems proper,
Q, To allocate receipts and expenses to principal or
income or partlY to each as it deems proper,
H. To alter, repair or improve any real or personal
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propert~.
I. To dintributo in onnh or 1n kind or pnrtly in onoh
nt vnluationn fixed by it,
J, To purohane inventmentn at premiums and to oharge
premiums to income or principal or partly to eaoh.
K. To nubncribc for or to exercine options for ntocks,
bondn or other investmentn; to join in any plan of leane, mortgage
merger, connolidation, reorganization, foreclosure or voting trust
and to deposit seourities thereunder; and to generally exeroise al
the rightn of seourity holders or employees of any oorporation.
L, To register seourities in the name of a nominee or in
suoh manner that title shall pass by delivery,
M. To assume oontinuanoe of the status of any beneficiary
with referenoe to death, marriage, divoroe, illness, incapacity or
other change in the absenoe of information deemed reliable, withou
liability for disbursements made on such assumption.
N. To add to the principal of any trust created by this
instrument any real or personal property received from any person
by deed, will or in any other manner.
0, To exercise all power, authority and discretion given
by this instrument after the termination of any trust created here
in until the same is fully discharged,
p, My Trustee only may commingle the assets of any trust
estate created by this instrument in anyone or more common funds
for greater convenience and flexibility.
Q, To employ attorneys, accountants, engineers and such
other persons, professional or otherwise, as may be necessary for
the proper administration of this estate or trust, and to pay
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\;holl' oOlllponoll\;lon {'I'OIll ouch "utllln,
n. 1 ou\;hol'li\o tho 'rl'untco to pUl'ohnno rl'OIll tho \;I'un\;
rund any type 01' ronnnel' or Innul'nnolJ whloh it; doollln \;0 bo in tho
beat in\;ol'oat of tho benericiul'Y 01' bonofioiul'lea,
S. I authol'1IIe the TI'ua\;oo to pay any reaoonable alllount
from the truot fund to oompennute the gunrdlan of tho peroon of
the benefioiary, provided however, that in the caoe of my oon
Andrew there ohall be no compensation diotributed \;0 the person in
loco parentis if his custody should be with his father or any
member of his father's family,
ITEM VIII:
I have designated the Trustee as
the primary beneficiary on certain insurance policies on my life
as well as any employee benefits from my employment, The Trustee,
in its sole discretion, may use any part of these proceeds in the
payment of death taxes or costs of adminiotration concerning my
probate estate which may arise by virtue of my death,
ITEM IX:
If my son Andrew and I should die
under such ciroumstances that the order of our deaths cannot be
established, it shall be conclusively presumed for all purposes of
this will that I survived Andrew.
ITEM X:
If Andrew and I should both die
within a period of 60 days fallowing the date of death of the firs
to die, and Andrew leaves no issue (whether born or adopted) to
survive the event, the residue of my estate shall be distributed
in equal shares to my mother, my sister Barbara and my brother
Richard if they are then living, If my mother should have pre-
deceased ~he event then the distribution shall be to my sister and
brother in equal shares, their heirs and assigns, absolutely,
ITEM XI:
If at my death my son Andrew is
under the age of 18 years, I appoint my sister Barbara as the
5
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guardian of the pOl'lIon of And row and if aho iB unablo to BOI'VO in
thiB oapaoity I then appoint m:,r bl'othor Riohard aa tho guardian
of hiB perBon.
ITEM XII:
I direot that all taxeB that may be
aBaeaaed in oonsequenoe of my death, of whatever nature and by
whatever jurisdiotion impoaed, shall be paid from my residuary
estate as part of the expense of adminiatration of my estate,
aubject to the discretion which I have inveated in the Trustee
pursuant to ITEM VIII hereof,
IN VIITNESS WHEREOF, I have hereunto set my hand thia e7r/"
day of
7~
, 1976,
,
The preceding instrument, conaiating of this and five other type-
written pagea, each identified by the aignature of the teatatrix,
was, on the date thereof aigned, published and declared by PATRIe
R, ST, JOHN, the teatatrix therein named, as and for her Last Wil ,
in the presence of us, who, at her request, in her preaence and
in the preaence of each other, have subscribed our names as
witnesses hereto,
,ReSidin~t
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07/28/08
10117
"717 232 1102
U.5.x . UDG PA
III 002
21 - 95'. 625
ClDIBBRLAHD
Register of Wills of DaIllpbln'County, Pennsylvania
RENUNCIATION
eaUlII of
PATRICIA R. ST. JOHN
No.
also known aa
. Daeauad
Tha unda",lgneG, Hid-State Bank of Altoona, Financial Inllt:, at
tRalatlanshipl (Capacltvl
lhe abava Decedant. hereby ,enauneelll the right ta Idminlller the e'llte and respectlullv requ.sUII lhlt
Lanara Testamentary
Pennsylvania National Bank
ba iuued to
Witne.sl mv
hand lhis
Officer
dlval Julv
, , 9...95.
- -
C.
(Slooll1l,..-1
c. ~e~., Vice-Pres./TruBt
AVE-ALTOON~A 16601
(Add....,
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IAddre..,
ISignature'
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Nalary Publi
MV Commission Expl,.s
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IlOOr:i J. 1'1o:lk!.1ild, Nolary Plbil
A'Ira1ll.BItW,.~....
Mt~ E>pirosQi'
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'n\lr\Gillionl ..,out.d out.ide the OUlol Df R_gI'II' ot
of tBOOsWIIIII'. r.qulred In 10m' GO\lnlill 10 b. nollnled,
AW-1) (AVid 9/92)
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21 - 95 - 625
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REGISTER 0.' WILLS 0.' COUNTY
OATH 0.' SUBSCRIDING WITNESS
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(each) a subscribing witness 10 the will pr,~CI\l_e~ herewith, (each) being duly quallned according to
law, depose(s) and say(s) that .' ----- present and saw
---
-........-
the testal , sign th,e lame and Ihat signed as a witness at the
rcqUesl or teslal .hi .. presence and (in the presence or each other) (in the presence or the
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olher subscrlbhts-wltness(es)).
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Sworn'to or affirmed and subscribed berore
me Ihls day or (Name)
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(Address)
Regls'er
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REGI~~R OF WILLS OF G.,1111. h'f.il.J fuVC,.{ COUNTY
OATH OF NON.SUBSCRIBING WITNESS
N~ '/ ~'-..\J(J ':S,\~ '\~ rN..N 1~. 9J{ ~ \l; b, e . ~~,-rr'l:l.N
(each) a subscriber herelo, (each) being duly qualified according 0 law. depos~) and say(s that
~ ~ ramUlar with Ihe slgnalure or ~ IL. S'\". " ,
codicil
testal ~ '1- or (one or Ihe subscribing wllnesses 10) the ~!!!..J c~~~~~led herewith and
believes Ihe signature on Ihe will is in Ihe handwriting or
t. 'S'-\ .1~/\.('J
knowledge and belieI'.
f2, n-p)))/kJ 0.. rz ~UA?(A CLV'-
~ (Name) I ;/L' ~o
S- 6>, ~o...~tl PrIc
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Ihat
w't
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to Ihe best or <St..u---
Sworn 10 or affirmed and subscribed berore
me Ihis 14TH day or
AUGUST 19 9
Register
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CUMBERLAND
Register of Wills of IOOIlIpbiXl County, Pennsylvania
RENUNCIA TION
Estato 01 PATRICIA R, ST. JOHN
No.
21-95-625
also known as
. Docoasod
The undersigned, Barbara R. Edmundson (Wachter), sister
IRelatlonshipl ICapacity)
01
Ihe above Decedent. hereby renouncels) tha right 10 admlnisler Ihe eslate and respecllully requesllsl Ihal
hand this
3ft
Pennsylvania National Bank
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Lene.. Testamentary
be issued 10
Witness
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'fJ.,,/t Ptrtll flN:;. 'flA h'>1Lhn-' AA-7I )~),aJ~_Arl~
Isfolii;lu,el
6A Linden Street, Hollidaysburq, PA 16648
IAddressl
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ISign.lural
IAddressl
Sworn to Of afflrm& and subscribed
bela, me this (I. d.y 01
. 19!JL.
~_....-.._..,...._..-
"
NOTE: Ranunclalionl enculod outside Ihe Ofliell of Regil'.' of
Willi .rG required In lomo counliea la be nolarlzed.
........................ -... .... _....
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NolariaI Seal
RuthThomas-~, NolatyPl.lllO
My~~:'~l997
RW-l' (Rvsd 9/92)
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CERTIFICATION OF NOTICE UNDER RULE 5.61.1
t.a
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Na.a of Dacadant'
PATRICIA R. IT, JOHN
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Data of Daath,
JULY 16. 1995
.'
,
w1.11 No.
Ad.in. No.
1995-00625
To tha Regiater,
I certify that notice of benaficial intere.t required by Rule 5,6(a) of the
Orphan.' COurt Rule. w.. .arved on or ..iled to the following beneficiarie. of
the above-captioned e.tate on Aucu.t 21. 1995 ,
li!!ll!
Addres.
Andrew R. st, John
219 Race street. Aot. 3. Pitt.burch. PA 15218
Notice h.a now been given to all per.on. entitled thereto under Rule 5,6(a)
except none
Date,
CjUjf.:"
..,."...41 fi ~
Ha.e Andrew K, stut..an
Addre.. 111 H, Pront st,. P,O, Box BB9
Harri.burc. PA 1710B-OBB9
Telephone ( 717\
234-4121
Capacity,
Perlonal Representative
x
coun.el for per.onal Repre.entative
\
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_____ ____ _________.____,_______..____.__.____.__ .___.__-1..__._._.__ -- -- ....., .--..--. _.~-_.__..__..--
fl~[W~~(A~~"O.2229;.. COMMONWEALTH OF PENNSYLVANIA .
a.",."""'!....;,,;;.,,, ",. " OI'ARTMINTOP RIVINUI
l.~~j,i ,~'\:.'[;J': ,'; OPPlCIAL RICIIPT . PeNNSYLVANIA INHERITANCI AND ISTATI TAX
"~ '.t~l)
'Wn
RECEIVED fROM,
&
ACN
ASSESSMENT I!'
CONTROL i:,I
NUMBER
AMOUNT
PENNSYLVANIA NATIONAL BANK
POBOX e0!53
101
.C:B,oee.ee
HARRISBURG, PA 171015
fOIDHflf
SSN 19:1-ee-3193
(FIRST)
(MI)
m TOTAL AMOUNT PAID
.es,ooo.OO
vz
REMARKS
PA NATIONAL BANK
ATTN, PHYLLIS HARMON
CHECK. 15181577
REGISTER OF WilLS
RECEIVED BY 1It(i/t"l C .(fllfI "'1) I . j
f $IONAlURE'l' r
MARY C. LEWIS .n II i ,:-
REGISTER OF WILLS .
SEAL
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LAW OFFICES OF
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WELTMAN, WEINBERG & REIS CO., L.P.A.
LAKESIDE PLACE
323 W, LAKESIDE AVENUE, SUITE 200
CLEVELAND, OHIO 44113.1099
(216) 363-4000
FAX (216) 363.4121
FAX (216) 363.4034
111 10UTH lIIelt IlIlU
COLUM'UI, OHIO 43111
(1141 31"'''1
lAX (11411120111I
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CINCINNATI, OHIO 41111
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lAX 11111 nl,llll
November 13, 1995
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u:;L<l'U'!ED MAIL
Pennsylvania National Bank, Administrator
P,O, Box 2053
Harrisburg, pA 17105
Re: Estate of John Patricia
Case No, 21-95-625
OUr Client: ATBlr universal Card Services
AcxxxDlt No. 4784550009663053
Balance Due: $587.77 together with interest at the rate of
10% per annum fran November 14, 1995
OUr File No. 989514
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Dear Sirs:
'Ibis law firm represents ATBlr universal Card Services with respect to the claim
which we wish to file in to the estate of John patricia, It is cur
understanding that you are the Administrator of the estate.
We are asking that you please accept our client's claim which is based upon its
account number 4784550009663053 in the amount of $587.77 plus interest.
please direct all correspondence and disbursements with respect to this estate
directly to our office, It would also be appreciated if you contact us to
advise us when you anticipate making disbursements in this matter so that we
may mark our file for follOW-UP at that time,
'1hankinq you in advance for ycur cooperation in this matter.
'!his law firm is attempting to collect this debt for cur client and any
informatioo obtained will be used for that purpose. 00
C" \.. .,~?
Lastly, do not hesitate to contact us to further discuss this matter;
Very truly yours,
~
-..J
Michelle 0, Roller
Legal Assistant
(216) 363-4989
\.':)
MDR:nt1
co: Pennsylvania National Bank - regular mail
Andrew K. stutzman, Esq,
Q.Jnberland County Probate Court
.
CUMDERlJ\ND
Register of Wills of IUaDtIOhiXl County, Pennsylvania
-
S----
INVENTORY
ESl810 01
PATRICIA R, ST, JOliN
1995-00625
No,
also known as
DalO 01 Doalll July 16, 1995
Social Socurlly No, 195-22-3193
, Docanaod
PENNSYLVANIA NATIONAL DANK
Plttonel Repf...ntl.ivlel) of tho ebov. EI,a,e, dlcea..,d, verify thet th. item. appearing in tho follOWing inventory include all
01 tho pOJlonal ....t. wherlvor lilul'l and .11 of the reol IIIlelo In tho Commonwoalth of Penn,ylvlI",. of ..lid Docedent, thol
tho valultion pieced OPPO,UI each Itlm of ..Id Invontory ,ap,ountl ii, I.ir value .. of tho dete of tho Oecedent'lI death. and
thlt Decedent ownod no rul",I'1 oulllde of the Commonwealth of Penn.ytvania ucoptlhal which appall' In a momorandum
.. tho end of thi,lnventory. l!We vorily thet the .Iatamont. made In thlllnventory ar. Huo and comlct. IlWe und.fltand (hol
'_I.. 111'emenll hor.ln I,. made .ubJoCI to tho penalties of 18 ra. C,S, Section 4904 ,elating 10 unnvom foll.lication 10
aUlho,illas.
Perianal RapfDlanlDllvo:
Name of
Attornoy;
Andrew K. Stutzman
I,D, No,:
72922
111 N. Front St., 1',0. Box 889
Oalad
Addf.":
Harrisburq, PA
Telephone: (717) 234-4121
17108-0889
OOlcrlpllon
Value
TOTAL INVENTORY - SEE ATTACHED SHEETS
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TIlIHI: $480,895.55
(Attach Additional Sheets il necessary)
===========
NOTE Tho Memofandum 01 lei' e.tllo oullido the Cunllllnllwn.,llh UII'f"IUI,~lvl1"I.I'''.h "~I Hu' 1,.,.,'11111< "I If,,-,.' ,. I. . ,"'" ,f. , 1.
tho valulI a' each ilem, bul luch 'iam.. IhOllld not he natr.lulr.d 111111 lilt! Inllll III fh" hl..I~',I'fl.
"
INVENTORY
Eetate of!
Date of Death.
County!
patricia R. 8t, John
July 16, 1995
cumberland
-----------------------------------------------------------------------
Caeh!
1
Harrieburg 8ELCO rederal Credit Union, savings
account 1731960
5,00
2
8ell Atlantic 8snefits Offics, final pension
payment
1,089,16
3
Dauphin Deposit 8ank, Chscking Account 10075163853/
Opened 06/21/71
4,537.58
4
Dauphin Deposit 8ank, Accrued intsrest on checking
account 10075163853
5,76
5
29,000.00
MstLife Insurance Policy 19585658/ Estate is
bsneficiary
6
Prudential Life Insurancs Policy/ 8eneficiary is
Estate
44,413,16
7
Paine Wsbbsr Inc., money market fund
20,386.46
8
Altoona Mirror, refund
69.43
9
Refund from Continental Inaurance for automobile
policy
170.00
Subtotal
99,676,55
Miscellaneoue Personal Property.
10
1995 8uick Riviera
27,600.00
11
Household furnishings, Miscellansous
500,00
Subtotal
28,100,00
Stocks/Listed!
12
312 shares Ameritech
14,118.00
13
208 shares, AirTouch Communications
6,240.00
-1-
~~j~rh ~,.;~':!<:~' Lr.~:1':'~,';f" ,'r'""", __:~';c"'~"':" '. ":, -- _ ..
,.. :;~_" ':~ ~..<< . ~-k~.... -:~.a."J1.1~!f~"~H~i,~.E;'f:j"l~.l;;)fft"-;''r"f~#~,'l'~'''~''-~L'"i-c
INVENTORY
I
Eatata of.
Date of Death.
County.
Patricia R. 8t, John
July 16, 1995
Cumberland
-----------------------------------------------------------------------
14
30,868,75
550 aharaa Bell Atlantic corp,
15
14,537.25
234 eharee Bel180uth Corp,
16
300 eharee, Orand Metropolitan Delaware 9,42\ Cum
OTD, PFD
8,400,00
17
9,182.25
583 eharee, Nuveen PA Invt Qual Muni
18
8,346.00
208 ehares Nynex Corporation
19
22,230.00
855 shares, Omega Financial Corp
20
5,512.00
208 shares Pacific Telesie Group
21
14,469.00
312 shares, SBC Communications, Inc,
22
28,984.75
538 shares American Telephone and Telegraph
23
8,606.00
208 shares U.S, West Inc,
24
21,562.50
1500 shares, Van Kampen Merritt Muni Trust
25
700 shares, Van Kampen Merritt Advan Penn Muni
Income Tr
10,062,50
Subtotal
203,119,00
Realty.
26
One-Half interest in property situate at 720 Walnut
Street, Hollidaysburg, Pennsylvania, Joint with
sister, Barbara R. Wachter, as tenants in common
(1992 appraisal of $80,000,00)
40,000,00
27
110,000,00
Real estate situate at 522 Harding Strest, New
Cumberland, Pennsylania
--------------
Subtotal
150,000.00
Total Inventory
480,895,55
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'OIlIlAll !l {JI III Mil AI 1111 111111111 uti u.1l11l1
II ^ M'lHH.~H 0
"llVflHY nil nil I' n AIMUJ
FILE NUMOER
<:U~~rW:tMU'\:l~:JI\WWN"
IlAnRlsR~~t'~'A i~u..o.o,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
21.95.()625
R[V. nlloU 11'-.41
cAD
It P L
E P 0
CRC
KOK
P S
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O[CCOENrS NAME (lAST. FIRST,ANOJ,aIODL[ INIIIAl)
St, John Patricia Il,
aOCIAL S[CURITYNUMpEn
195-22-3193
DAlEOF O[AW
07/16/1995
OAT[ or DIAHt
12/18/1929
Count., Cumberland
[IF APPLICAOLE)IIURVIVINO SPOUSE'II NAUE ILASf,FIRST AND MIDDLE INITIAL) SOCIAL 5[CURITYNUMDER
AMOUNT RECEIVEDISU: INSTRUCTIONSI
0.00
X I. Orlglaal AolUrn
4. Umltod Eelalo
R
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A
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COUNh' COOE
Y[An
NUMnU\
2. Supplomonlal AolUfn
4.. Futuro Inl0l091 Compromiso
(tor dalos 01 doath ahor 12-12-82)
IB B. Dec:edont Dlod TOSlalo 0 7. DOC<ldonl Malnlalnod a Uving Tru.'
Anach co 01 Will Anech a co at Trust
C P AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DE DIREcn:o TO:
R 2 NAUE COMPLETE MAILING ADDRESS
R D Andrew K. Stutzman Hepford, Swartz & Morgan
E E
S N TELEPHONE NU~'ER P. 0, Box 889
- T 717 234-4121 Harrisbur PA 17108-0889
I. Aoal Estato (Scheduto A) (I) 15 ,000.00
2. Slacks and Bond. (Schedulo B) (2) 203 , 223 . 73
3. Closely Hold Stock/Parlnorshlp tnlorost (Schoduto C) (3) None
4. Mortgagos ond Notos Aocoivoblo (Schodulo D) (4) None
6, Cash, Bank Doposlts & Mlscellanoou. Personal Proporty (Sch, E) (6) 13 7 , 5 Jl . 25
B, JolnUy Owned Proporty (Schodulo F) (6) 4 ,B43. 83
7. Transfers (Scheduto G)(Schodulo L) (7) 85 ,083.80
B. Total Gross Assets (Iotal Unos 1-7)
9, Funeral Expanses, Adfrinl.tratJvo Co.ts, Mlscallanoou.
Expenses (Schodulo H)
10. Debts. Mortgago Uabl:l1Jos, Uon. (Schedule I)
II. TOlal Doductlon. (Iolal Unos 9 & 10)
12. Nol Valuo at E.talo (Uno 8 frinu. Uno 11)
13. Charllablo ond Govommonlal Boquost. (SChodulo J)
14, Not Valuo Sub ect to T.. Uno 12 frinu. Uno 13
16. Spousal Tran.!ors (lor dolos 01 doalh ohor B-30-94)
See InstnJc~ons for Applicable Porconlago on poge 2,
(Include value. from SChodulo K or SChodulo M.)
16. Amount 01 Uno 14 taxablo at B% rato
(Includo valu.. from SChodulo K or SChodulo M,)
17. Amount 01 Uno 14 I..ablo 01 15% ralo
(Includo valu.. from SChodulo K or SChodulo M,)
18. Prtnclpalt.. duo (Add 1..lrom Uno 15, 18 ond 17,)
19.Crodlts/Sp povorty Prior Paymonts Dlscounl Inlorost
0.00+ 28,000.00 + 1,473.68 0.00
20. II Une 19 I. groolor Ihan Uno lB, onlor the dl"oronce on Uno 20, Thl.ls Iho OVERPAYMENT.
~ D ICheck here If you Ire requesUng a refund of your overpaymentl
21. If Uno 1B Is groalorthan Uno 19, onlor lhe dl"oronce on Uno 21, Thl.I.lho TAX DUE.
A.. Enter the Intorost on the balanco duo on Uno 21A,
B. Enter the tOlal of Uno 21 ond 21A on Uno 210, Thl.I. Iho OAlANCE DUE.
Maka Chack pa abla \0: R later 01 WIlla A nt
~ ~ DE SUAE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MA11l .. ..
" .rp'""11&10 p.r,ury, ,t r.'.I .......Imln.dl Ilr'lurn,lrlt~d:nR.lttl:!."'p}.tlYlqg c , 1.""nl',ln 10'''' ..10 "'y now. g.en .. ,II 'Ull',
~rr.t'''nd tamp I"., I d.c1I'. 'hIIIU",I'llat. h&l b"n"por1.d al tM"t'l"~t.."q,. Qtl.t roth" than Ih. "".onlltlpr...nlau....l. blud on allin'or",,,tlon 01
Whlthp"p"'" h"..ny knowl.dg., III P ,'" ,'1 I'It
"E.EI~1~Dt u,,,n _,n(,', p... i1un
51QNAl A OF PERSON nESPONSIB~ FOA FILING RETURN ,. Trust Olllem DATE
{'/L'l '~'( ." 9!'_<:.t:~.Y.~~!'.1!~_!'.~'!~!'..---.--.........--...----..... "/ j ~/.Ij.
.t..~ . y- (.-, .', '-.- Harrisbur Penns lvania 17112 I
nrcrrnN"S COt.4Pl[t[ ^OnRE55
522 Harding Street
New Cumberland, Ph
17070
Romalndor Roturn
(lor dolos of doath prior 1012-13-82)
Fodoral Estato Tax Autum Roqulrod
Tollll Numbor 01 Safo Doposll Boxo.
1KI 6.
1 B.
(B)
580.682.61
(9)
42,556.32
(10)
11,336.69
53,893.01
526,789,60
None
526 789.60
(II)
(12)
(13)
14
(16)
0.00 X
0.00
.
(IB)
526 , 789.60 X ,06 .
31,607.38
(17)
0.00 X ,15'
0.00
(IB)
31,607.38
(19)
(20)
29,473.68
0.00
(21)
(2IA)
(210)
2,133.69
0.00
2,133.69
DATE
tl~p.f~!.<!,. !'_'!'!!'.!=.~.~. .~,?!,&'!.I}........ --...... -......
P,O. Box 889
..~ ~
,
"
Acl1l48 011994 provldos lor Iho roducllon ollho lax rotos Imposod on Iho nol voluo ollronllors to or lor
tha use ollhe apouse. The rates as prescrlbod by tho staluto will bo:
83% (,03) will ba appllcabla lor ollalas 01 decodenls dying on or an or 7'1'94 and belora 1'1'96
82% (.02) will ba applicable lor astolas 01 decadenls dying on or oner 1'1'96 and balora 1'1197
81% (,01) will ba appllcablalor astalas 01 decadents dying on or anar 1'1'97 and belora 1'1198
8Spousal translara occurring on or anar 1'1198 will be axampllrom Inharltanca tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
I. Old decedenl make . k.n.l.. and:
.. retalnthousaorlncomeolthoproporrytransfolTod,. ... .... .... ........................
x
b. retain tho rlghllo deslgnal. who ahall uae tho proporty kan.loo.d or Its Income, , . . . , . . . . . . . . . . . . . . . .
x
Co rotaln a reverslonary Interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x..
cI. rocehl.lh.promlaelorln.ol.lthorp.ymonts,bonofitsorcaro?,..".....",..............;.,
x
2. II death ocamod on or bolor. Doeombor 12,1982, did doeod.nl within two y.... proeodlng doath
kaMler property wI1hout rocoMng adequate conslderatlon? II d.ath occurr.d aner Decambor 12,
1982, did dacedent kansfar property wI1hln on. y.w 01 d.ath wI1houl roeoMng ad.quat.
conslcloratlon? , . . . . . . . . . , , . , . . . , . . . , , . , . . . , . . , . , . , . . . . . . . . . . . . . . . . . . . .
x
3. Dlddacedentownan'nlrUa1fo~bankaccountathl.orh.rd.ath?,...,.."......."........,.
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
t I 1 ~
nI:V" nOJ U. tu.n)
!!STAll! Of' PtLe NUMDI!R
Patricia R, St, John SSU 195.22.3193 07 16 1995 21.95.0625
(PropeIIY 10lnUy-owned willi RighI of Burvlvorlhlp mUll'" cIllOlo.... on Bchedull Pl All ~II .Ilal. Ihould b. raporled 1IIIlr ",1I1la1 Vllu.
whloh II daIIned II III. prtoo II whloh property would'" ..chlnged ...lWlln I willing buy", Ind I wilting 1.11.., nllthl' ....ng ootnpallad 10
b or MIl bolll havln ......nabl. know! 0111I1 ral.vlnlllcla.
ITEM
NUMBER
1
eO"~1ft\'i4\W!KW~I~.HI.
SCHEDULE A
REAL ESTATE
DESCRIPTION
VALue AT DATI!
OF DEATH
40,000,00
One-Half interest in
property situete at 720
Walnut Street,
Hollidaysburg, Pennsylvania;
Joint with sister, Barbare
R. Wachter, as tenants in
common (1992 appraisel of
$80,000.00)
110,000.00
2
Real estete situate at 522
Harding Street, New
Cumberland, Pennsylania
TOTAL Also Inlot on Une 1, R Itlllllion
(II moro IpllC8ls needod.lnsort oddl1JonsllhOOlS olosmo slzo,)
CtltlYfUl".'" I... f",'" ."ttw~'. ....I... rp"'....t..... I..,.
s
150 000.00
.
...r_--...,-._..._...__ _"_ "
I' "
ntv- 11111 t.. 14."1
COM~ftlrrft~{~Wr~~IhYAN"
SCHEDULE B
STOCKS AND BONDS
1!8TATI! OF
FIll! NUMBI!R
21.95.0625
Patricia R. St. John SS" 195.22.3193
07/16/1995
All
ITEM
NUMBER
1
2
Din -owned wtth RI hI 01 8urvlvorahl mUll be eIllcloled on 8chedule F.
DESCRIPTION
VALUE AT DATE
OF DEATH
14,118,00
6,240.00
312 aharas Amaritach
45.25
208 shares, AirTouch
Communications
30
3
550 ahares Bell Atlantic
Corp.
56.125
30,868.75
4
234 shares BellSouth Corp.
62.125
14,537,25
5
300 shares, Grand
Hetropolitan Delaware 9.42\
Cum GTD, PFD
2B
8,400.00
6
American Express Financial
Advisors IDS Extra Income
Fund, Accrued Dividends
104.73
7 5B3 shares, Nuveen PA Invt 15.75 9,182.25
Qual Huni
8 208 shares Nynex Corporation 40.125 8,346.00
9 855 shares, Omega Financial 26 22,230.00
Corp
10 20B shares Pacific Telesis 26.5 5,512,00
Group
11 312 shares, SBC 46.375 14,469.00
Communications, Inc.
12 538 shares American 53.875 28,984.75
Telephone and Telegraph
13 208 shares U.S. West Inc. 41.375 8,606.00
14 1500 ahares, Van Kempen 14.375 21,562.50
Herritt Huni Trust
15 700 shares, Van Kampen 14.375 10,062.50
Herritt Advan Penn Huni
Income Tr
,
~
I,
!
ii'
'/
I.
~' .
TOTAL Also enter on Uno 2. Roc ltulltion
(If rooro SplCO Is noodod.lnBO<1lddlUOnollhoolS 01 lame alzo,)
COllyrlOtl1ICI111. form aoft....,. only Cp,sVlleml, 'ne.
203 223.73
$
~ . . '
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
nlY - nOI U. 11.111
CO"'lI.'llil~~{~~~~Wtl"NI'
E8TATI! 01'
PklallO Prtnt Of 0
FILl! NUM8ER
21-95-0625
Patricia R, St. John
5511 195-22-3193
07/16/1995
oln -own... wlth RI , 01 SUrvlvorah mu.'''' dildo.... on 8ch.....I.
DESCRtPTION
VALUE AT DATE
OF DEATH
59,205.50
All
ITEM
NUMBER
1
9705.82 sharos, Americen
Capital Equity Income
Account sstab1iahed in a
Revocable Trust for son,
Andrew R. St. John; Created
February 17, 1968
6.1
2
5.00
Harriaburg BELCO Federal
Credit Union, savinga
account #731960
3
1,089.16
Bell Atlantic Benefits
Office, final pension
payment
4
27,600.00
130.64
1995 Buick Riviara
5
Corestates Capital Corp.,
Accrued interest on IRA
#951235370.8243840
6
119.98
Corestates Capital Corp.,
Accrued interest on IRA
#951235370-8712638
7
124.85
Corsstates Capital Corp.,
Accrued interest on IRA
#951235370-8909059
8
92.26
Corestates Capital Corp.,
Accrued interest on IRA
#951235370-8997071
9
4,537.58
Dauphin Deposit Bank,
Checking Account
#0075163853; Opened 06/21/71
10
5.76
Dauphin Deposit Bank,
Accrued interest on checking
account #0075163853
11
Dauphin Deposit Bank,
Accrued interest on IRA
161.49
(see continuation schedule attached)
Total of Continuation Schedule s
44 459.03
S 137 531. 25
TOTAL Also ani.. on Ilno a, R 1tu1.llon
(Anoch .ddlllonoJ 81''Z' . 11" .hoots II moro .poco Is noodod.)
CaP'fl'lght(tllll41a,," laH"'.'. 0"1.,. CPSYlte"'"lnCo
Fn,,,, 1600 Sr.hertul. E 'R..", 7-87\
. _._-'.,. ... '.~V'_. _ .........".,.c...,....., _..._..,.:,.".~ ~
. ..-~_........ -.......,.--...., - -"-
, '.-'
.'
Estate of: Patricia R, St, John SS~ 195.22.3193
07/16/1995
CONTINUATION SCIlEDULE
Continuation of Schedule E
ITEK
t#
DESCRIPTION.
VALUE AT DATE
OF DEATH
~0154848001
12 Household furnishinga,
Miscellaneous
500,00
13 5618,381 shares, American
Express Financial Advisors
IDS Extra Income Fund, Class
A; Established in a
Revocable Trust for Andrew.
R, St. John
4;153
23,333,14
,',
14 Paine Webber Inc., money
market fund
20,386,46
15 Altoona Mirror, refund
69,43
170.00
16 Refund from Continental
Insurance for automobile
policy
44,459,03
Pogo 01
INSTRUCTIONS
(1) Co.h. Ropo,1 tolol only,
(2) Slack.. Lillln dololl o..,y common or p,olorrod ca,lIl1colo. warrant 0' olho, ,Ighll found In bo.. Stock. 0'1
to ba dOllgnotod by nomo 01 company. ca,lIl1colo numbo,. doto of co,tillcolo, nomoln whIch .Iock II ragiltarld.
and numbl' of .horol and clolI of Ilock.
...
(3) Obligation. of U, S, Govl,nmlnll Numbo, ollloms, dolo of IlIuo. fOCI volu., nomOI In which '.glll.,"d
and Iyp. of awnollhlp. 1,.,. lolnlly hold. poyabl. on d.olh, .Ic.
(4) Bondll O.llgnol. by nom., amount. ..,101 numbor, or oth.r dOllgnollon. (Boo,o, Bondi)
(5) Bank and Saving. ond Loon POllbook'l Sial. nom. of depolllo,. numb., of book. 1011 dot. oppeo,lng In
book, nom. of bonk and branch, and balonc..
(6) JIWllry, Cofns, Slomps, Manu.c,lpll, Ilcl Lill and desc,ibe o. fully o. pOlllble.
(7) Olldl, Mortgogn, Currlnlln.uranc. Pollcln or olhl' .vldlnce. of Indebledne," List and delCllb. 05
fully o. pOlllble.
(8) All olher conlenl..
nEM nEM DESCRIPTION
NO.
/P'o Tn 4-.; -;;;,~,.I.k , Ju;
,""
..
."
I CERTIFY UN~E:ri.ENALTY Of PERJUR,.Y ~~ THE ABOVE RECORD IS PERSON REClIVING COPY OF ,I 4
CORRECT AND MPLnl TO THE BIST Y KNOWLEDGE ANO BELIEF SAFE DEPOSIT BOX INVENTORY, I
))~. ~ ' j j J 1'.- u.~;..../IIf/~ ~
r.,,,r ~..<-c '.'''t Ci/;;DUll<' /i' 'uum
-r:7t .
oI'C .... /".N' ~ S '/I
"'''' "". IC.!tlC1 AI".OPRII;~~
/f'. (', (,,-4- OE".CU10,(lrI.) inlllratorllrlll)
Dhlolll Rep'.Irnlative 0 Joinl ow,..., of lolto dtpOlil bOil
SAFE DEPOSIT BOX INVENTORY
NOTE: A"ach addItional 8"''' )t 11 u .,h,.,., h) If np,.,.nnrv or use duplJrotp.s Df this 0""" of form,
.,
$TATEMENT OF ACCOUNT
Plgo
MAIN Oil ICI:
403 N, lnl SUOII
p,O, Ooa 11
lIanhburl, PA 11100
DnANCIl DmCE:
364 N, Pmc. SI., SullO 120
Oly Ctl\llng.
P.O. 8011020
ll.mlll, PA 17003
III1ANCII o/ncc:
3!tOO 1'''''1 UOold
[Imp Ill. I'A 110 II
ORANCII OFFICE:
[apluI 11111111 Syllom
III111.burlll..p1u1
Blidy 1101
205 S, r,onl SUitt
IlInhburl, PA 1710 I
JOINT OWNERS
1
731960
PATRICIA R ST JOliN
POBOX 2053
HARRISBURG PA 17105-2053
/I
195-22-3193
From
PREVIOUS BALANCE Sl-PRIHARV SHARES
VOID CHECK OVER 90 DAVS
DIVIDEND
THE ANNUAL PERCENTAGE RATE IS 3,15
THE ANNUAL PERCENTAGE YIELD IS 3.20
THE ANNUAL PERCENTAGE YIELD EARNED IS 0.00
CLOSE ACCOUNT WITHDRAWAL
NEW BALANCE
00
500
500
00
00
..,
TOTAL DIVIDEND YEAR- TO.OATE
I... II sMlgt ucopllM.
1lMIond. II-. K 110 ... WI! ~ v.iI!.bt
~ III h..b<Nl RMr<lI__
fat \lis _,.."
0.00
TOTAL ANANCE CHARGE YEAR-TO-DATE
rOl aI 100111,
0,00
NOTICE: Soo 'IV"" lido 101 ~I "'orm.don,
, .'
,
/
ACCT VW10266 III '8 CODII V PAOli
BT JOHN PA P.PREH lot \IMA 717-774-5506 717-738-8511
INV OBJI (AIINCOHI (C)OROWTH (XIUNKNOWH (XIUNKNOWN
LIAI '1'2 07/05/'5
TYPI TRADB DATB BAL BB'I"I'LI DATI BAL BQUITY HKT VALUB
2-KON +0.00 +0,00 2031U 203119
AB or 07/14
LBTHTI06/95
+UB BXCBBB
-HB CALL
+142183
------ ---------------
.------------- ---------- ---------- ----------
TOTAL +0,00 +0,00 203119 20311' +0
K/HI +20,386..6 BKAI 116,919 ...... CDB HAHB/ADDRBSS **.*..
UNKRONI +0.00 BUY PWRI 233,838 PATRICIA R ST JOHN
KKT VALl +203.119.00 '1'2 BQTY'. 100' 522 HARDINO STREBT
_______________________ rSD CALLI 0 NBW CUMBBRLAND PA 17070-1236
TOT VALl +223.505..6 LIQD SQTY. +223505 ........ 0 E99 NSOS. .........
BQTY CALL. 0
rUNDSI +137.305,46
SALIS CREDIT. - - - -
DB LAY I 0,00
Sl-ACTIV S2-HOLDRS S3-NANE S4-VALUB S5-TRANS S6-POSH S7-PREV-PO S8-IlHLD
userl pjd152
system I 7usxl6
Termlnsll pts/6
Non Jul 17 12105.02 19'5
The information oontal~ed b~~:~~elSb~~si~oon
eouroes we believo tOnt:o~~ pn1n~Webber Ino.
~oouraoY 1s not gua~~o, nnd/or ~~t~~oll Rutob1n8
and/or Rotan/MostlIe .:l:~tl\~t.pd CJ~p~~1eB andl
t \4nnnr.elllen no., ~ . .
aBDO .. d11.'e"tOt'~: .,' ",.oYOOtl. or
Or thHir ofJ:1o~rll. " it' (I
. . e,t t1r.VJ.' h:!.~~. .... ,"'H~ ' ...on 8
otooi(J\l>ldortl rol:1. , ..' ' t <lDl't10n in
.. e.1.'~ tl'lI ="~ 0,. o~ ".f ,
1nolud1ng alll1 d" ~'''''b''d 1'....~ '.' a.nd mo.y sell
h 'urltll>s 000.. ~ .~....
t ObS;Othem to or from oUDto~or~. These
or U from time to tlme act as a
oompanieD may ompany balM reported upon..
oonsultnnt to a. 0
ACCT VW10266 IE. 90 CODE. P PAOE.
ST JOHN PA P-PREH 11I1 RHA 717-774-5506 717-730-0511
INV OBJ. (A)INCOHE (C)OROWTIl (X)UNKNOWN (X)UNKNOWN
T-DATE POSN TICKER SECURITY DESCRIPTION LOC REINV PRICE
L 538 T AT'T CORP BOX E 53.875
L 208 ATI AIRTOUCIl COMMUNICATIONS BOX 30,000
INC DB LA
312 AIT AHERITBCIl CORP NEW
2H BLS BBLLSOUTIl CORP
550 BEL BBLL ATLANTIC CORP
300 ORHPRA ORAND MBTROPOLITAN
DBLAWARE 9,42\ CUM OTD
NYNBX CORP
NUVEEN PA INVT QUAL MUNI
FD
OHEOA FINANCIAL CORP
PAC TELESIS OROUP
SBC COHHUNICATIONS INC
U S WEST INC
. .
pjd152
L
L
L
L
L
L
L
L
L
L
L
L
07/17/1995 12.04.54
208 NYN
583 NQP
855
208
312
208
OMEF
PAC
SBC
USW
1500 VKQ
VAN KAMPEN MERRITT MUNI
TRUST
VAN KAMPEN MERRITT ADVAN
PENN HUNI INCOME TR SBI
700 VAP
BOX E 45,250
BOX E 62,125
BOX E 56,125
BOX 28,000
PFD SECS SBRIES A
BOX E 40,125
BOX E 15,750
BOX
BOX E
BOX E
BOX E
26,000
26,500
46,375
41,375
P^O,.:
All 0." 01/14
LSTMT.06/95
VALUE TP
28.984 2
6,240 2
14,118 2
14,537 2
30.868 2
8,400 2
8,346 2
9,182 2
22,230 2
5,512 2
14,469 2
8.606 2
21,562 2
10,062 2
ined herein ie baeed on
The information oonttao bo roliablo, but its I
boliovo . 'lIqhbsr no.,
~~':u~:~/~s not gU~:to~~~/o~a~I~~,"ll.'ll HutO~~~
lnd/or Botan/l!osle . at!:.' ,:,'~'", CC!opl!.nies
issot Managament In~i~cutt'lr: ,','1.oyoeu, or
t"'f!i~' o:!:l:ioors, I' . ,,',Ojit!,onlsl
or " , !\t tilNl! \.> i~' C' in
t.oc'~'.ojld~r& tno.~ ;. ... f' \'05 \o~ u
U ",. d rlrltl':3.(;t) il. ',' ." sell
inolud1.ng an a oribod ha:~L.\ and may
1:he s90UL'it.iils des trom oustomurs, These
or bUY them to or 1me to time aot as a
oompanies may tr~~m:9nY being reported upon,
oonsultant to a
BOX E
14.375
, BOX E
14,375
, .
.'
COJIlSlalcs ,:jn.1I1Ci,11 C4l1jt
CPA IlIld Govornrnonl nllqllll!.11 )I'llalllllttlll
Fe 1,:!,lO,IO
1'0 Uo, 110117
Phllndolllhm PA lUl01.1I061
215 973 ~61U
..
r
september 26, 1995
Phylli~ J. Harmon
Pennsylvania National Bank
capital Trust Department
One Keystone Plaza
Front 5 Market streets
P.O. Box 2053
Harrisburg, PA 17105-2053
Re: ESTATE OF Patrioia R. st. John
DATE OF DEATH: Julv 16. 1995
Dear Ms. Harmon:
.
CoreStates
In response to your letter or August 29, 1995, please be advised that
deoedent held the rollowing accounts with our bank:
Account No:
Title:
Date Opened:
Date or Death
Balanoe:
Accrued
Interest:
Tbtal:
1099 Interest:
Haturity Date:
Account No:
Title:
Date Opened:
Date of Death
Balance:
Accrued
Interest:
Total:
1099 Interest:
Haturity Date:
951235370-8243840
IRA
Patricia R. st. John
03/2?/84
$5,714.72
8 130.64
$5,845.36
$ 416.52
03/29/98
951235370-8909059
IRA
Patricia R. st. John
01/06/86
$4,253.11
"8 124.85
$4,377.96
$ 229.59
01/06/00
951235370-8712638
IRA
Patricia R. st. John
03/06/85
$5,166.74
8 119';98
$5,286.72
$ 318.19
03/06/99
951235370-8997071
IRA
Patricia R. st. John
12/16/86
$3,361.60
--
S 92.26
$3,453.86
$ .00
12/16/00
'.
. '
"
.
.'
paqa 2
We bope wa bava been,ot aaei.tanoe to you in tbis matter.
sinoerely,
. L fA.- . -;t.~,; 1'-''-
~hori.e4 Signature
',_c, ','
BB/4:1
D [g@(gD\Yl(gIm
ncr 2 095 ;1/1
&J
IN REPLYREfER TO:
BARBARA EDWARDS TEL 1215-973-4619
GDVERNMElrrSERVlCES DEPT.
Fe: 01-002.10-16
P. O. 6DX 6667
PHllADRPHIA, PA l~lql
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I'll";;;' ,.....!..Jl!I!:i:.I.;i;j' ','
~ .P!:!t:i:::,,:::;'li ,..,: . .:~' ".'!Il!:!::.:..l .
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..51. _5, .9~.~-J
FINANCIAL
ADVISORS
AIIIIIIB~ 30, 1995
And row K Stutv..an
Attornoy at I,ow
lIopford Swab: & Horgnn
PO Box 889
lIorrhburg Ph 17106
0000 0012 5349 8021 9 002 Patricin R St John
As Trustoo For
And row n St .lohn
-
Dear Hr, StutzMan:
Wo havo been roquoBtod to sond you informn~lon on tho obovo nceount,
On July 14, 1995, tho sharos in this nccolI"~ ~otnlod 5,618.381. Tho not
assot vnluo of IDS Extrn Incomo Fund, Clnss A on thnt doto wos ~4.153 per
shoro, The totnl valuo of this nccount on ~hnt dnto WOB ~23,437,87.
The totol valuo includos divldonds nccrll"d dnlly,
The stock morkot was closod on July 16, 1995, Thoroforo, wo listod tho
voluo on the procoding businoss dny,
If you hovo ony quostions or furthor sorvlco nOllds, ploaso contoct David
Kidd, your financial advisor, or us,
671-3733
,\
0612 00971
149 67/.58
Inslnnce and .....- llI1I proomod '" IDS \.Me Ins<.ranco Company, an Amorican E>pmss """"""",.
,
f'
I
D
Dauphin Deposit Bank
and Trust Company
MAIN Of'F1CI!: lIS MARKET 8mEET, _8Duna. PENNDYLYANIA mOl
117.1$5'1'11
Decedent Confirmation
Nome: Patricia R, St. John
Social Security No,: 195-22-3193
Dote of Death (000): 07/16/95
Account No.
0075163853
0154848001
01500225
Type
Date Opened
or Issued
Checking
IRA
Safe Deposit Box
--------------- ------
06/21/71
04/08/83
02/28/87
Date Closed
or Matured
09/06/95 (Closed)
Date of Death
Balance $4,537.58
$4,994.48
Not Applicable
PUJS
Date of Death
Accrued Int. $5.76
Location:
$161.49
Highland Park Office
Joint OMlers
(if any) None
None
None
Date of Joint
OMlership
------- -------------- ---------------
Special CormIents: N/A
Additional intor..tion availabl. at 120.00 per hOUr. One hour MintMu..
Dete Prepared: September 12, 1995 Prepared by: Carolyn A, Berkebile
Customer Management Information Dopt, (CMI)
Page 1 of 1
Telephone No, (717) 255-2054
Por_ 00-020-2'8 (REY 1193)
",
."
~ Advuntage Capital
~ Corporation
Ralph E. Holta
[);w;." M...",.
September 12, 1995
Pittsbursh National Bank
Capital Trust Dept.
P.O. Box 2053
Harrisburg, PA 17105-2053
Attentionl Phyllis J. Harmon
ReI Patricia R. St. John Account
Dear Ms. Harmon I
On July 16, 1995 Net Asset Value on Mrs. St. John's
American Capital Equity Income Account was $6.10 on
9,705.82 shares.
Enclosed is a copy of the Revocable Trust. We will
keep the Death Certificate in the file until we
receive further instructions on liquidation or rereg-
istration.
s~erelY yours,
,~aiAII ~
Ra'l~hI ~: Holtz
1>
c:; C[ "'~ O~. \-V
\
mO\Ylm: ~
RD '1. Box 8+. Patton, PA 16668. (81+) 946-0625. (81+) 67+8Z+l
IU!.VOCAULE
IJECLA/lATION OF Tf1llST
I, the undorsianed !;onor, havinll purchased or having set aside
sufficient funde to purcha5e sharee of ~,1'lV' /,.1,.';',-:;1-
,;',}t:tYI 01/" 7.-j(/t!. I'^" i! do hereby declaro the tenno and
'conditions under whioh I, os Truotee, hold and shall hold hereafter
lIaid sharoll and the inocme thereof:
I. After the derl'Jotion of expenses all inoome, inoluding divi-
dends designated as capital gains, ohall be paid to me as Life Bene-
fioiar,y so long as I shall livo. Upon ~ doath the Successor Trustee
ill directed to transfer to ,A 1<Iq R t'? W" ,(? <;f. J " h /1/
II. I reserve the right to REVOKE this Truot at any time in whole
or in part and to add to the prinoipal of this Truet additional shares
of PA'''\I//'/~Nr FhNtI' /"'/,R J:'..vC.oMe...in ~ sole discretion.
,
,III. In the event of ~ death or inability to act as Trustee, I
hereby appoint
I ~...I3Af\fMR/J Il. EJft/PfedSClN of
serve as Successor True ee 'Wi 'Ell t e sarne power!! as n me ve e.
The Trustee and Succesoor Trustee shall serve 'Without bond and 'Without
oompensation for their services.
IV. It is agreed that the i~BUer, the transfer agent, the regis-
trar, or any person rr corporation making payment~ or distributions of
principal rr incrme from any ssset fonning part oJ: the Trust Estate
shall not, under any ciroumstanoes, be rebponsible for the use or dis-
position of such payments or distributions by the Trustee at any time
aoting hereunder} or for the applioation of DUoh payments or distri-
butions by the Trustee at any time aoting hereunder} or for the vali-
dity, legality or offeot rf this Deolaration of Trust. Any person or
oorporation dealing with the Trustee hereunder shall be entitled to
rely upon any aoto or instructions of the Tluatee.
V. The Trust established hereby, aD well as the rights of all
parties, shall be governed and detennined by tho lawa of the State of
.peN"v'SYI.VAN,'A- .
. I
Dated: I=(~' J.. /7
,
196' ~
'QJ" q: JlJ94 '
.... r. f..t(~L"(I , . .. . '. \.'" "
D:>nol' ) . (,
Witnessed:
9t'd1.w:. (j;', ?A;"rt!...ld.-
(/ ~ .P V'
Ie /, {~ ,7 I/o::'.
7('3- - L- fi~,
DT ,315 II 1 tJ
... I ... ""
"
..
'. .
IOS Uf. 1t"'If'.uce Cam,umv
IDI Tow.r 10
MIt.'.."OUI, ""Inullnl" 15544D
FINANCIAL
^DVISOl~S
September 5, 1995
[..9/-0 jqj)
t
I
Andrew K Stutzman
Attorney at Law
Ilepford Swatz & Horgan
PO Box 889
I/arriaburg PA 17108
9300-1582959-9 Patricia R St John - ~\M .~(
Door Hr, Stutzman:
As per the request of David Kidd, we 8re providing you with the value of
the above account.
The value of Policy 9300-1582959-9 8S of July 16, 1995 was ~35,047 .63.
If you have allY questions or furthor aervice needa I please contact David
Kidd, your financial advisor, at (717) 975-5555. Or you may contact your
oervice office at Suite 200, 3500 l1arkot St, Camp Ifill PA 17011, (717)
975-5555,
S Dcerely I
::.... ..1 ~~
612-671
East Service Team
149 067458
0612
2543
Inso.nnce and annuilios 818 pn>Jidod bot/os Ufo tnsuranc:e Company. an Amo<can El<jll8SS company.
-,,-~
........:-~.".,M_.>"._,......j>'.'
'.'
.. .
.. .,.
DON PAUL SHEARER ASSOCIATES
R.,,' E.'.'. Apprll'..'. " Ad.'.or.
dps
P.o, 8.. 7IJ"...,.HI~r^ 1711'"'0"7
(717)7~ loCIllO\I
tlDOIID2"7DO
F.1\7I'II~I'"01
October 3. 1 99S
Andrew K. Stutzman
Attomey....t.Law
Hepford, Swartz & Morgan
111 North Front Street
P.O. Box 889
Harrisburg. PA 17108-0889
Re: 522 Harding street
Borough of New Cumberfand
Cumberfand County. PA
(estate of Patrfela R, 81. John)
Dear Andy:
Pursuant to and In accordance with your request for a market analysis of tha abevlH1ascrlbed
property, It Is my opinIon that the SUbject property has e general value range of between
$105.000 and $115.000 85 of September 8. 1995. the date that I Inspected IInd vlOWGd the
property,
As you know, I have not pertonned a full appraisal of the property and have only reviewed
generally any market sales and did not complete a grfd With adjustments of salllS comparfsons
for this assIgnment,
Thus, this Is a market analysis and oota full apprelsal of value,
If you have eny questlons, feel free to call me at your convenlonce.
R~ubmJtted,
LUX' .
DON PAUL SHEARER. CCRA, CRPA
Real estate Apprelser'Advlsor
State Certified General"'ppralser
(GA-422-L) .
8LOOllS8URO.oAHVIlLE OFFICE
14' EUl Man Snt.
~",,"'^"015
(717) '....IIG
HAllRlIIlURO All... ~FI""
41U.NoIU'F....SltMl
w...1oyIbvtv. p^ 1704S
17.7/7.1......
CELlNSOAOVl! AlIEA OFFICE
Roling Or... 0IIIc0 "'I'*'tr
U.S, AouIt. " - ".80.1.1-0
IIoC"OII'_, P.. 17171H1eOO
(717) 7UUDO
" '
"tv.. UOIU. 1".111
eO"I'.R.l\lrb\'Il{~~IK'JVbY'NI'
SCHEDULE F
JOINTLy-oWNED PROPERTY
I!lITATl! OF
Patricia R. St. John 55" 195.22.3193
Jolnt....anl(.)l
07/16/1995
A.
NAM!!
Andrew R. St, John
ADDR!!SS
553 E, End Avenue
Pittsburgh, PA 15221
B.
c.
JolnUy-owned property:
FILl! NUMBI!R
21.95.0625
RI!lATlONSHIP TO D1!ceoeHT
Son
I1EM I.ETIER DATI! TOTAL VALUE OECO'S DOlUR VAlUE Qf
FOR MADE
NUMBER JOINT DESCRIPTION OF PROPERTY OF ASSET " INT. DECEDENT INTEREST
TENANT JOINT
1 A 1974.198( 68 $50 Series E U.S. Saving 9,687,66 50.00\ 4,843.83
Bonds Issued monthly from
October 1974 to Hay 1980:
~oint with son, Andrew R.
St. John
TOTAL (Also onl'" on Une S. ROCllDllul.tJonl il' 4.843.83
(II moro Ipace Is needod, InsotlldditJonlllhoolS ollarno Ilz..)
Cnavnchtlrl '...f."... .",,""..,. ""I.. ("p,,""",..... I.,.
. .
nrY.'..Ul..1I'''.
CO"tI.'lIll~~~~%~.whY'N"
E8TA11! OF
l'ntl'ic1a R. St. John 5511 195-22-3193 07/16/1995
THIS llCHEOULI! MUST BE COMPlI!T1!D AND FILI!D IF THE ANSWER TO ANV OF THE QUE8TlONS ON PADE 2 18 VE8,
ITEM
NUMBER
1
SCHEDULE Q
TRANSFERS
PlalM P,ln1 0' 0
FILl! NUMBER
21-95-0625
DESCRIP110N OF PROPERTY
'nchu'. nall'l..r the tI"",III...lhetr
rell'lonlhiD 10 .Iuden' dale.r 'rlnll.r.
American Expreaa Financial
Advisora, IDS Annuity
119300-1582959-9
TOTAL VALUE
OF ASSET
35,047.63
DECD'S DOLlAR VALUE OF
%IN~ DECEDENT INTEREST
35,047.63
EXCLUSION
2
Coreststes Capitol Corp.,
IRA 1/951235370-8243840;
Opened 03/29/84; Beneficiary
is Andrew R. St. John
5,714,72
5 , 714 . 72
3
Corestates Capital Corp.,
IRA 1/951235370-8712638;
Opened 03/06/85; Beneficiary
is Andrew R. St. John
5.166.74
5,166.74
4
Corestates Capitel Corp.,
IRA 1/951235370-8909059;
Opened 01/06/86; Beneficiary
is Andrew R. St. John
4,253.11
4,253.11
5
Corestates Capital Corp.,
IRA #951235370-8997071;
Opened 12/16/86; Beneficiary
ia Andrew R. St. John
3,361.60
3,361.60
6
Dauphin Deposit Bank, IRA
1/0154848001; Opened 4/8/83;
Beneficiary is son, Andrew
St. John
4,994.48
4,994.48
7
Paine Webber, IRA Account;
Beneficiary is son, Andrew
R. St. John
26,545.52
26,545.52
TOTAL IAlso onlor on Ilno 7, RllCaIlllulallon)
(II mora spaco Is noodod,lnsort additionalsheots ot Barno aJze.)
Coo..",..... .., ,QQ" I..,... .nft...... ....I.. rpo:.......... I....
1$
85 083.80
, ,
, '
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ntv-nttn -I'.'"
co"'r,Jim~~~\'W.~.lVI~'NIA
1!8TAll! OF
Pacrida
1l1!M
NUM8ER
A.
B.
C.
Pl.... Print or I
FIll! NUMBI!R
21.95.0625
R, St. John
SSH 195.22.3193
07 16 1995
DESCRIPTION
AMOUNT
1
FunoralEJponloo'
Plank Stitt and
funeral bill
Stovens.
5,615.00
2
W. H. Kelley & Son, Inc.
gravomarker bill
643.00
1.
AdmlnlolroUvo Cooto: PENNSYLVANIA NATIONAL BANK
POtoOnol RoprooontollYo Conmlsslons
Sociol Security Number of POtoOnol Rop,..onlaUvo:
Vo., Conmlsslons pold 1996
18,500.00
2.
AUornoy Foes
HEPFORD, SWARTZ & MORGAN
15,000'.00
3.
Family exempllon
Clolmanl
Add,... of Clolmant al decedenre death
Slreet Address
CI1y
0.00
RelaUonshlp
Stato
ZIp Code
4.
Probale Foes
385.00
1
2
Mllcellaneoua Expenses:
The Sentinel . estate notice
78.92
The Cumberland Law Journal .
estate notice
40.00
3
7.50
Photocopies
4
1. 30
Photocopies
5
6
6.60
Photocopies
Photocopies
17.60
7
Photocopies
0.60
(see continuation schedule attached)
Tocal of Continuation Schedule s
2 260.80
TOTAL Also onlo, on lino 9, Ree 1tu181lon
(If more space Is needed. Insert addlUonalaheets of same alze.)
r.......,..h.,~\ '1111" f..._ ~..ft...u. ....... rClO!.......... .....
s
42 556,32
":
btate of: Patricia R, St. ,Iohn SS" 195.22.3193 07/16/1995
CONTINUATION SCIlEDULE
Continuation of Schedule Il.C
ITEK
1#
DESCRIPTION
AMOUNT
8 Photocopies 1,35
9 Dsuphin Deposit Bank, Check 10,00
in transit
10 facsimile 19,50
11 facsimile 19.50
12 facsimile 6.50
13 Recorder of Deeds, filing 14,00
fee for Deed for property at
522 Harding Street
14 Death Certificates 12,00
15 Telephone 15,01
16 Telephone 10.20
17 Telephone 8.02
18 Telephone 5.07
19 Telephone 0.71
20 Telephone 0.36
21 Postage 2,29
22 Postage 5,08
23 Postage 1,28
24 Postage 1,28
25 Don Paul Shearer Associates, 100,00
market analysis
26 Register of Wills, Short 14:00
Certificates
27 Reserve for sdditional 2,000,00
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Bltate of: Patricia R. St, John SSII 195-22-3193
07/16/1995
CONTINUATION SCIlBOULE
Continuation of Schedule H-C
ITEM
II
DESCRIPTION
AMOUNT
adminiatration expenses
28 Traval expense for paralegal
to Carlisle, probate Will
14,65
........--.------
2,260,80
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUnES AND UENS
co....o~w,~"~' 0' r~~NaVLYAN'A
'Ntl n" AN "AX'unN
I 1/ [Pi bEer: N'
E8TAl1! OP
Pl.... Pltn' of
PILI! NUMBER
21.95-0625
10
11
12
13
14
Patricia R. St. John
SSII 195-22-3193
07/16/1995
DEBCRIFTlON
AT&T Universal Card balance
AMOUNT
591. 22
Il1!M
NUMBER
1
2
15
Mobil, gaa card bill
77 .10
3
Loan on car to sister,
Barbara R, (Edmundson)
Wachter
7,318.00
4
Interniata of Centrel PA,
Ltd., bill
24,55
5
Moffit, Paese, Lim Assoc.,
Inc. bill
2.25
6
A.Z. Ritzman Aasoc. Inc.
bill
11.12
7
Family Physician Assoc.,
Inc. bill
6.79
8
Ambulance bill
60,64
9
Trugreen-Chemlawn, bill
91.23
PA-Americen Water Company
bill
22.07
Amount due Barbara Wachter
for rents received and
expenses disbursed by
Patricia St. John on
Hollidaysburg joint property
1,548.91
Telephone, Bell Atlantic
final telephone bill
273.87
Penn Power & Light, electric
bill
44.07
Borough of New Cumberland,
sewer bill
59.26
1995 per Capita Tax to Robin
11.00
(see continuation schedule attached)
Total of Continuation Schedule s
1 194.61
TOTAL Also ani... on Uno 10, R IlulatJon
(If mora apace Ia noodod, Insert addltlona/shoolS 01 sarno aIze,)
CODvrlatl"cl '110. tn.... "nftw~'. ""I" r.PCl.......,...... I....
S 11 336.69
1=",... 1fi.M~..h..."I. I'R... t_II"
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Eatate of: Patricia R, St. John
SSII 195.22.3193
07/16/1995
CONTINUATION SCHEDULE
Continuation of Schedule 1
ITEM
~
DESCRIPTION
AMOUNT
Gaaperetti, Tax Collector
16
1995 real eatate tax due on
property at 522 Harding
Street, Weat Shore School
District, New Cumberland
Borough
1,183.26
17
Sammona Communications bill
11,35
1,194.61 "
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!STA11! 01'
SCHEDULE J
BENEFICIARIES
Patricia R. St. John
ITEM
NUMBER
FIll! NUMIIl!Il
21-95-0625
5511 195-22-3193
07 16 1995
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. Taxabla BequIIII:
Andrew R. St. John
553 E, End Avenue
Pittsburgh, PA 15221
100'
Son
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. Charltable and Governmental Bequllsll:
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS Also enler on llno 13, R I1ulalion
(II more spaco ill needod, InBGt1 addllional ahoels 0' same aJze.)
CoPyrlghtl'.'." form IOflwar. anly CPSytllml,lne,
.
0.00
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LAST WILL AND TESTAMENT
OF
PATRICIA R, ST. JOHN
I, PATRICIA R. ST, JOHN, presently residing and domiciled at
522 Harding Street, Borough of New Cumberland, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any will
which I have previously made,
ITEM I:
I apPoint my sister Barbara R.
Edmundson and Mid-State Bank of Altoona, Pennsylvania, as Co-
executors of my estate, If Barbara is unable to serve in this
capacity, the institutional Executor alone shall serve,
ITEM II:
I 'appoint Mid-State Bank of Altoona
Pennsylvania, as the Trustee of any trust or trusts created by this
I
For purposes of information I wish I
to state that the members of my immediate family as of this date
will.
ITEM III:
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are as follows:
My son, Andrew R, St. John. who is now 11 years of age,
ITEM IV:
I give to my son Andrew any interes
I may have in tangible personal property, including but not limite
to household furniture and furnishings, books, pictures, jewelry,
watches. wearing apparel. and items of like nature as determined
by my Executors. I do not intend to burden him with a great numbe
of inconsequential items but to see that he receives some gift or
gifts from our family home, The decision in this regard should be
made by the Executors and all items that are not held for
benefit of my son or dfstributed ourtight to him shall be
the
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and the proceeds added to my residuary estate,
ITEM V:
I give the residue of my estate, of
whatever nature and wherever situate, to the Trustee, in trust.
for the following uses and purposes:
A. The Trustee shall apply discretionary amounts of incom
and principal for the support, health, education, maintenance and
general welfare of my son Andrew. I direct the Trustee to be
liberal in the distribution of benefits from the trust fund for
the purposes mentioned,
B, Payments on behalf of the beneficiary may be made
directly to the beneficiary, or may be paid to the person or in-
I
stitution with whom the beneficiary resides, provided however,that
if my son should be placed in the custody of his father, or any
member of his father's family, the Trustee shall not distribute
:::e:~::f:::mf::: :~:dt:~::C;~:dt:a:h::ed::t~:::t::r::t::~s:owever/l
persons or organizations who are supplying goods or services to
Andrew,
c.
,
I
The Trustee shall distribute to Andrew, absolutely,
from the value of this trust fund 1/8 thereof upon his attaining
the age of 24; 1/4 of the remaining balance upon his attaining the
age of 26; 1/2 of the remaining balance upon his attaining the age
of 28; and the entire balance upon his attaining the age of 30,
D. If Andrew shall have attained any of the ages set fort
in the preceding sub-paragraph at the time of the creation of his
trust, the Trustee shall then distribute to him such part or all,
as the ca~e may be, of the trust fund as is directed to be dis-
tributed to him upon attaining that age,
E, If Andrew should die before attaining the age of 30
and the distribution to him of the remaining balance in his trust
fund, those assets shall be distributed absolutely to his then
living issue (whether born or adopted) per stirpes, and if he
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has no issus then living the remaining values shall be distributed
in equal shares to my sister Barbara R, Edmundson and my brother
Richard A. Rooney, their heirs and assigns, absolutely, Any dis-
tribution to children or more remote issue of my son Andrew shall
be subJect to the same trust provisions as I have established for
hie benefit.
ITEM VI:
All shares of principal and income
pursuant to"any trust fund or funds created herein shall be free
from anticipation. assignment, pledge or obligation of the bene-
ficiary and shall not be subJect to any writ of attachment or
execution.
ITEM VII:
I authorize the Trustee and any
successors in trust to exercise the following powers in its sole
discretion which shall be effective without court order of appro va
A. To retain any or all of the assets of my estate with-
out regard to any principle of diversification. risk or productivi y,
B. '.To invest in all forms of property without restriction
(~ .
to investments authorized for any type of fiduciary,
C, To compromise any claim or controversy,
D, To borrow money from any person, including my Executor
or Trustee. and to mortgage or pledge any real or personal property.
E, To loan money to or to purchase property from my
probate estate,
F, 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 all for such prices
and upon such terms and conditions as it deems proper,
0, To allocate receipts and expenses to principal or
income or partly to each as it deems proper.
H, To alter. repair or improve any real or personal
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property.
I. To distribute in oash or in kind or partly in each
at valuations fixed by it.
J. To purohase investments at premiums and to charge
premiums to inoome or prinoipal or partly to eaoh,
K, To subsoribe for or to exeroise options for stocks,
bonds or other investments; to Join in any plan of lease, mortgage I
merger, consolidation, reorganization, foreolosure or voting trustf
and to deposit seourities thereunder; and to generally exercise alt
I
the rights of seourity holders or employees of any oorporation.
L. To register seourities in the name of a nominee or in
suoh manner that title shall pass by delivery,
M, To assume oontinuanoe of the status of any beneficiary]
with referenoe to death, marriage, divoroe, illness, incapacity or
other ohange in the absence of information deemed reliable, withou
liability fqr disbursements made on such assumption,
N, To add to the principal of any trust created by this
instrument any real or personal property received from any person
by deed, will or in any other manner,
O. To exeroise all power, authority and discretion given
by this instrument after the termination of any trust created here
in until the same is fully discharged,
p, My Trustee only may oommingle the assets of any trust
estate oreated by this instrument in anyone or more oommon funds
,for greater oonvenienoe and flexibility,
Q, To employ attorneys, acoountants, engineers and such
other persons, professional or otherwise, as may be necessary for
the proper administration of this estate or trust, and to pay
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their oompensation from suoh funds.
R. I authorize the Trustee to purchase from the trust
fund any type or manner of insuranoe which it deems to be in the
best interest of the benefioiary or beneficiaries,
s. I authorize the Trustee to pay any reasonable amount
from the trust fund to oompensate the guardian of the person of
the benefioiary, provided however, that in the Case of my son
Andrew there shall be no COmpensation distributed to the person in
1000 parentis if his oustody should be with his father or any
member of his father's family,
I
ITEM VIII: I have designated the Trustee as I
the primary beneficiary on certain insurance policies on my life
I
as well as any employee benefits from my employment, The Trustee'l
in its sole discretion, may use any part of these prOceeds in the !
payment of death taxes or costs of administration concerning my
probate es~ate which may arise by virtue of my death,
I
I
ITEM 'IX:
If my son Andrew and I should die
under suoh oircumstances that the order of our deaths cannot be
established, it shall be conolusively presumed for all purPOses of
this will that I survived Andre~,
ITEM X:
If Andrew and I should both die
within a period of 60 days following the date of death of the firs
to die, and Andrew leaves no issue (whether born or adopted) to
survive the event, the residue of my estate shall be distributed
in equal shares to my mother, my sister'Barbara and my brother II
Richard if they are then living. If my mother should have pre-
deceased phe event then the distribution shall be to my sister andl
brother in equal shares, their heirs and assigns, absolutely,
ITEM XI:
If at my death my son Andrew is
Under the age of 18 years, I appoint my sister Barbara as the
1- 5
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,
guardian of the peroon ot Andrew and it she is unable to serve in
thiD oapaoity I then appoint my brother Richard as the guardian
ot hiD porDon.
ITEM XII I
I direct that all taxes that may
aDDeD sed in oonsequence of my death, of whatever nature and by
whatever Jurisdiction imposed, shall be paid from my residuary
estate as part of the expense of administration of my e~tate,
DubJect to the discretion which I have invested in the Trustee
pursuant to ITEM VIII hereof,
IN WITNESS WHEREOF, I have hereunto set my hand this e7r'/,
day 0 f
7~
, 1976~
~b...:o:n_~ /i.~j I
Ths precsdi~g instrument, consisting of this and five other type- I
written pages, each identified by the signature of the testatrix.
was. on the date thereof signed, published and declared by PATRICI,A
R, ST, JOHN, the testatrix therein named, as and for her Last Wil~.
in the presence of us, who, at her request, in her presence and I
in the presence of each other, have subscribed our names as
witnesses hereto,
,Residin~t
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RECEIVED FROM.
&
ACN
ASSESSMENT l'!'
CONTROL ...
NUMBER
AMOUNT
PENNSYLVANIA NATIONAL BANK,
POBOX 20:53
lut
.c:,1':'~.o9
HARRISBURG, PA 1710:5
IOtD HU'
ESTATE INFORMATION.
~ ILE NUMBER
li'I 21-199:5-06e:5
~ NAME OF OECEDENT (LAST)
~ ST JOHN PATRICIA
II DATE OF PAYMENT
EI POSTMARK DATE
COUNTY
SSN
(FIRST)
R
195-22-3193
(Mil
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
le.133.69
DO
PENNSYLVANIA NATIONAL BANK
SEAL
CHECKtI :541162
RECEIVED BY
1./ ;
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--------.-.------ -.--- - - ------ - --------...--.
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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RIV-11147 EX AFP 112-95*
CO""OHWUlltt Of" IttNHl't'lVAHIA
btP'IIHlHI or .t-Vltu:
IURUU Of' INDiviDUAL fA>>IU
DIP'. ,.....
HAIMlnUlG, Pi I1UI'DUt
NOTICE OF INNERITANCE TAK
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAK
ACN 101
DATE 06-24-96
FILE NO.
DATI OF DEATH 07-16-95 COUNTY CUMBERLAND
Non I TO INSURE PRO~ER CREDIT TO YOUR ACCOUNT, SUBMIT TNE UP~ER ~ORTlON OF TNIS FOR" WITN YaUR TAX
~AYMENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS, 'GENT"
REMIT PAYMENT TO:
ANDREW K STUTZMAN
HEPFDRD ETAL
PO BOX 889
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
AMount H..tltad
(!C--
CUT ALONO THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
iik"\i:i5W"ix""FP"nZ':9ifi-iioi"Ici--o"-YNHEiiii'ANCi!-i:AX-iipPRiiIiiEifEiiT~"."i.i:owANcE.ifR----_m__---_---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STJOHN PATRICIA R FILE NO, 21 95-0625 ACN 101 DATE 06-24-96
TAK RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, Rod fobto ISchodulo Al 11)
2. stock. and Bond. (Schedule OJ (2)
3. Cloa.ly Hald stock/Partnership Int.r..t (Schedule CJ (3)
4. HortQag../Hot.. Racalvable (Schedul. DJ (4)
S. Cash/Bank Depolita/Hllc. Parlon.l Property (Sch.dull E) IS)
6. Jointly Owned Property (Schedule fJ (6)
7. fran.far. (Sch.dule OJ (7)
a. Total A...t.
I CHANGED
150,000.00
203 , 223 . 73
.00
.00
137.531. 25
4.843.83
85.083.80
lal
580.682.61
APPROVED DEDUCTIONS AND EXEHPTIONSI
42,556.32
9. Funeral Expen.e./Ad". Co.h/Hhc. Expen... (Schedul. H) (9)
lD. Dobh/Mortgogo L1.bll1t1u/Llono ISchodul. 1) IlD) 11,336.69
11. Tobl Deduction. (11)
12. Het Value of Tax Return (12J
IS. Cheriteble/Oovern"entel Beque.t. ISch.dule J) (13)
14, Not Voluo of Eot.to Subjoct to To. 1141
NOTEI If an a8l5eaament was issued previously, lines 14, 15 and/or 16. 17 and 18 will
reflect figures that include the total 01' At L re1:urns assessed to date.
ASSESSMENT OF TAXI
IS. AMount of Lin. 14 at Spou..l r.t. (15)
16. AMount of Lin. 14 tax.bl. .t Une.l/CI... A r.t. 116)
17. A.ount of Lin. 14 taxabl. et Collat.ral/Cl... Brat. (17)
18. Principel Tex Du.
TAX CREDITS I
~AYMENT
DATE
10-16-95
02-29-96
RECEIPT
NUMBER
AA082229
AA1l2579
DISCOUNT I +l
INTEREST I-I
1,473,68
.00
INTEREST IS CHARGED FROM 04-17-96 TO 07-02-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.00
526,789.60
.00
x . DO.
X .06.
X .15.
l1al
AMOUNT PAID
28,000.00
2,133.69
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN"
TOTAL DUE
. IF PAla AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
~~,Rq~ n1
526,789.60
.00
526.789,60
.00
31.607.38
.00
31, 607.38
31,607.37
.01
.00
.01
I IF TOTAL DUE IS LESS THAN n, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS II "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FDR INSTRUCTIDNS.)
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RESERVATION I Eltat.. of dlcedent. dying on O~ bl'ar. Ole,abar 1t, 1982 ~- If any future lnt.r..t In thl ..lat. I. tran'f.rrld
In pa.....lon or .njar-ant to el... . (colletar.l) bln,flel,r..' of thl diced'"' .,t.r thl IMPlratlan 0' any ....t. for
11f. or for v..r., thl Co..~.lth hlr.by l.pr..'lV r...rv.. thl rIght to appr.I.. ~ ...... tran.,.r Inh'fltlnC. 'IX"
.t tM I.wful Chu . (collat.raU r.t. on any such futun Int.r..t.
PURPOSE OF
HOTICEI To fulfill thl requlr...nts Df Slctlon 2140 of tM InheritancI and E.t,t. ,.. Act, Act ZZ of 1991. 72 P.S.
SICtlon 2140.
PAYHEMYI D,tlch thli top portion 0' this MoUe. and ,ub,it with your Ply..nt to thl RI.ht.r 0' WIU. printed on the r.v.r.. sid..
--Haka chttck or ItOnIV ord." payable tOI REGISTER OF MILLS, AGENT
All pa~ant. "acalved th.11 fl".t b. appll.d to any lnt."..t which .ay b. due with any "...Ind." .ppll.d to the t.x,
REFUND CCR)I A "efund of . tax c".dlt, which w.. not ".qu..t.d on the Tax R.tu"n, aay ba ".qu..t.d by co.platlng an "Appllc.tlon
fa" R.fund of Penn.ylvanl. Inh.rltanc. and E.t.t. T.x" CREV-1515). Appllcltlon. .". .v.llabl. at the Offlc.
of t~ R.gl.t.r of Will., ~y of thl 25 A.v.nu. OI.t"lct Dfflc.., a" by c.lllng the .p.clal 24-hour
an.wa"lng .arvlc. nuaaa,.. for 'or.' ord."lngl In Pann.ylvanl. 1-800-562-2050, out.ld. P.nn.ylvanl. and
within loc.l H.rrl.bUrg .".. (717) 787-8094, TOO' C7l7) 772-2252 CHaa"lng 1.,.I".d Only).
DlJECTIONSI Any p.rty In Intar..t not .atl.fl.d with the .ppr.l....nt, .llow.nc. or dl.al10wanc. of d.ductlon" or ........nt
of tax (Including dl.count or Int.r..t) a. .hown an thl. Natlc. .u.t obJ.ct within .Ixty (60) d.y. of r.c.lpt of
thh Notlc. bYI
--w"ltten prot..t to the PA D.p.rt..nt of A.v.nu., lo.rd of APP..I., D.pt. 281021, H.rrl.burg, PA 17128-1021, OR
--.I.ctlon to h.v. the ..tt.r d.t.raln.d at audit of the account of tha p.r.onal ".pr...ntetlv., OR
--app..l to the Orphan.' Court.
ADMIN
ISTRATlVE
CORRECTJONSI
F.ctu.l .r"or. dl.cov.".d on thl. ........nt .hoUld b. .ddr....d In writing tal PA D.p.rt..nt of A.vanu.,
lur.au of Jndlvldu.l Tax.', ATTNI po.t A.......nt R.vl.w Unit, Dapt. 280601, H.r"l.burg, PA 17128-0601
Phone (717) 787-6505. S.a p.g. 5 of the boaklat "In.tructlon' fa" Inh.rltlnc. T.x R.turn far a A..ld.nt
Dac.dant" CREV-lS0l) for an .xpl.natlon of adalnl.tratlv.lY cor".otabl. Ir"or..
If ~y tax dull. p.ld within thra. (5) c.landar lonth. aftlr the dlc.dant'. d.ath, . flva p.rcant C5~) dl.count of
the tax paid 1. allow.d.
Th. lSX t.x ..na.ty non-participation p.nalty I. co.put.d on the tot.l of th. tlX and Int.r..t .......d, and not
p.ld b.for. Janu.ry 18, 1996, the flr.t d.y .ft.r the .nd of the t.x san..ty p.rlod. Thl. non-participation
p.nalty I. .pp..l.bl. In the .... .ann.r and In the the .... tl.. p.rlod a. you would app.al tha tax and Int.r..t
that h.. b..n .......d .. Indlcat.d on thl. notlca.
DISCOUNts
PENALTV.
INTEREST I
Int.r..t I. ch.rg.d b.glnnlng with fl".t day of d.llnqu.ncy, a" nln. (9) .anth. and on. (1) d.y f"a. the data of
death, to tha d.t. of pay.ant. Tax.. which b.c", d.llnqu.nt b.for. JanuarY 1, 1982 b..r Int.r..t at tha rat. 0'
.Ix (6X) p."c.nt p.r annua calculat.d .t . d.lly rat. of .000164. All tlxa. whIch b.c". d.llnqu.nt an .nd .,t.r
January 1, 1982 will b.." Int."..t .t a rata whIch wIll v.ry 'roe cal.nd." y..r to cI)andar y.a" wIth th.t rat.
announcad by the PA DIP.rt.ent 0' R.vanua. Th. .ppllcabl. Int.ra.t rata. for 1982 through 1996 .".1
'!!.!! Int.r..t Rata OallY Inte"..t Facto" l!!r Inter..t Rat. D.IlY Int."a.t Factor
1912 .ax .000548 1987 9X .000247
1985 16X .000418 1988-1991 1l:C .000501
1914 IlX .000501 1992 9X .000247
1915 l'X .000556 1995-1994 7X .000192
1916 laX .000274 1995-1996 9X .000247
"-Inte"..t 'a c.lcul.t.d a. fallow'l
InTEREST . BALAnCE OF TAX unPAID X nUnDER OF DAYS DELInqUEnT x DAILY InTEREST FACTOR
--Any Hotlc. I..u.d a,t.r the tax b.co.a. d.llnqu.nt wIll r.fl.ct an Int.ra.t c.lculatlon to flft..n (15) day.
b.Yond the d.t. of the ........nt. l' p.y~.nt I. .ad. .ft." thl Int.,...t coaputatlon d.t. .hown on the
Notlc., addltlon.l Int.r..t aust b. c.lcul.t.d.
I~)--.Y/]
BUREAU or INDIVIDUAL TAkEI
UflDUfAHCI fAX DIVI_IOtI
DOtf. lInll
IlARItJlIURG, Pi 17UI.0601
COHHONWIALTH OF PENNIVLVANIA
DEPARTHENT OF RIVENUI
NOTICI OF DITERHINATION AND
AIIIIIHENT OF PENNIVLVANIA
IITATI TAX IAIID ON FEDIRAL
EITATE TAX RETURN
DATI
I!ITATI OF
DATI! OF DIATH
FILl! NUHlER
COUNTY
ACN
ANDREW K STUTZMAN
HEPFORD ETAL
PO BOX 889
HBG PA 17108
~...-
*
1f'.."U ", 111'''1
03-03-97
STJOHN
07-16-95
21 95-0625
CUMBERLAND
201
A-..t R_I Hod
PATRICIA R
MAKE CHECK PAVABLE AND REMIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE. To In...... proper orodU to your _oount, ......U the upper portion of thlo fo... wUh your tax po_t,
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .....
R!ii=483--ix-jiFP--{i2~-96j-----.ii-NiificE--OF--DiTifRHi~TiO-N-AN-D-ASiiissiiiNir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATI OF STJOHN
PATRICIA R FILE NO.21 95-0625
ESTATE TAX DETERMINATION
1, Cr.dit For St.t. n..th T.x.. .. V.rifi.d
2, Penn.ylvenia Inherit.no. Tex A......d
CExcluding Di.count and/or Int.r..t)
ACN 201
DATE 03-03-97
5.111.76
30,133.70
3, Inh.rit.nc. T.x A......d by Oth.r Stat..
or T.rritori.s of the Unit.d Stat..
CExcluding Discount and/or Int.r.s~)
4, Total Inh.ritane. Tax A......d
5, P.nn.ylvania Estate Tex Du.
TAX CREDITS I
PAYMENt
DATEo .'!1
~ECEIPT
'l]NUHBIl~
~
o
~
DISCOUNT C+)
INTEREST C-)
AMOUNT PAID
.~, ,
" .
'-'
1.,1 ,.,
<Ue:
cr
~
.....
?\
.
.')
: t::
.!!?::.
UU
.00
30,133.70
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE ,00
wIF PAID AFTER THIS DATE, SEE REVeRSE SIDE IIF ToTAL DUE IS LESS THAH II, NO PA~ENT IS REQUIRED
FOR CALCULATION of ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDlr" ICRI, YDU KAY BE
DUE A REFUHD, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.'
.00
_Of'
NOTICE.
PAYtlEXTI
REFlICD (an I
To fulfUI the '""I,........ of IeoUon 1141 (b) of ttM InherJtMCl. .,., Eat,t. TalC Aclt, Act ZI of 1"1.
(71 P.I. IeGtlDn 1141),
DetMh the t.. portlon of thh Notice .m .ubIIlt with your PI)'Mf1t to the Regilt.,. of NUh printed Drl V.
rllYlrM I..,
.... Hell, check or 110M)' order ,..1. tal REGISTER OF MILLS. AGENT.
AU ")'8WIt. ,...1_ _11 t. .,Ued flnt to MW lnt.,...t which _w be We with MY ....1,.,. IIppUed to V. taJc.
A n"'" 0' . tax credit _w tM ,..q"..t. blf' ~l.t1ng .. -Appllcet1on for Raf\n:l of Pw1nqlv.nl1
ImerJhnoe ... E,b1t. Tu- (REV-ISIS). AppUC8t1ona Ir. bIIUllbl. It the aff1. of U. R..later of IUlh,
MY of the U R.".... Dhtr-Jot Dfflces or frOll the o.partMnt'. '''-hour ......,.1,. AMl1_ IUlben fa,. fo,.. orderlnl"
In PtmQlnnla 1"100-162-2050, outsS. P.wtQ1YW'l1. ... within local Harrlsbur, .r.. (717) 717-1094,
TDD. (717) 77Z-11.5Z (....rl"l 1,..I,.ed Only).
DlJE:CTIOHSI Any ,.rty In .lntar..t not Hthfled with the .........., 0' tax .1 shown on thh notice A' object .,Itt'll"
abb (61) dQ. of rHIIlpt of thh Notice b)'1
"...rIU... prat..t to tM PA Dep.rtMnt of .1..,MiM, Bo.rd of AppAll, Dept. lIUZl, "-rrhbu,.a, PA 17UI"UIl, OR
....leoUna to heve the _tt.,. det.,..lnecI at ....it of the ,.nOMI ,..,...enbtlva, OR
........1 to Uw DrphM., Court.
AlMIH.
IImTlW
CORRE:CTIClaI
PEHALTYI
1HTDU1'.
'8CIlwl .rror. dIKOV.,.. on ttlh ........,..t Ihould t. add,...Nd ln w,.IUng tOI PA Depara.,t of R8VMUe,
au...., 0' Incilvtdl.M1 TUII, Anlh Po.t A........t Awl... lMlt, Dept. lID61l, ",,.rllbura, PA 171U.06Il,
Phone (717) 7.7.6505. 1M paoli 5 of U. bookl.t ooln.truoUon. for IriMlrJbnc8 Tax R.turn for a R..ldlnt
Decedentoo CREV"150lJ for ... ..1_Uon 0' "lnl.trat1W1h' oorrM:bbl. '''1"0'''.
The 15% tax .....ty non.p.rtlclpatlon ".".Ity... COIlpUtMl on the tabl of the tax -.d .Int.,...t ........., and not
paid befo,.. .".,.,.ry 11, 1996, the flr.t dly aft.,. the end of the talC --...ty "rlod. 1'1111 non-partJa.lPIIUon
,...Ity II .....1_1. In the .... -...a,. and .In tM the .... tl.. ,.rlod .. you MOUld ~1 the tax MId .Intlrllt
that he. been ......... .. Indl~tad on thh notlca. .
Far dat.. of death an or Ift.r 10.S.'I, Pamavlwnll E.t.t. Tax bII.ad on thI '''ral E.tat. Ta:
ratum ~. dell".,."t at the uplraUon of "1M CO,) IIOnth. fr~ U. dlt. of dMth.
For dlt.. of dMth prJor to U"S.'I, Pemavlwnl. E.tat. Tax bliNd on the ''',..1 E.bt. Ta: r.tum
t.coH. delltlqUiWlt .t U. expiration of .lahteen ctl) .with. fr_ the dlt. of dIIth.
T.... whIch bee-. delinquent bafo,.. .-,.".ry I, 1912 beer Int.,...t .t the r.ta of .he C6%) percent per .....
calcul.tad .t . dill>>' r.t. of .000164. All tax.. whIch beceM delinquent on or Ifhr ""'ry 1, 1'12 wIll beer
Int.rllt .t . nit. ....Ich will WI,.y frota cal__r ~..r to cal"r ~"r with that rat. ~ b~ the PA
o.p.,.~t of RwlnUl. The appl.lC8bl. Intlrllt nt.. for 1912 through 1997 ''''1
V..r Intln.t "-t. De.lb Int.r..t flctor
v...
Int,,,"t RIlt.
Dally Int.r..t factor
19..
I9IS
1914
1915
1916
....Int.r..t
20X .000541
16% .000451
11% .00OSOI
ISZ .000156
lOX .oaun
.. C11lcubtad .. follCNII
1917
19M.I991
1991
1"5.1994
1995"1997
91
III
91
n
91
.oaOZ47
.oaosn
.oa0247
.oon.!
.000247
IIlTEIIElIT . .AL&IlCB OF TAX UllPAID X IlI1IllIER OF DAYS DELIHQUEIlT X DAILY IIITEIlEST FACTOR
...~ Notice IIM1i1d .ft.r the tu: t.co.. dellnquant "UI reflect., lnt.r..t calculltlon to fUt.., US) dQ.
bQond the dlt. Df the .....~t. If ~t .. ... .ft.r the lnt.rllt ~btlon dlt. IhoMI on the
Notice, Iddlt1on111 lnt.r..t ....t be calcul.ted.
fH
~g ~ ::0
l1' ::Un
"',
. .-'. '" n
;,,' n
;c- f'
~ '~ .~' I:'
;" ....
(', 0
~. ;H ~,:: "
" (.~
0 ur
'Uc ,-,j 0
)50~ -
0'1
P\IRPOSE Of
NOTlCEI
T. fulfill .h. r....1r....to .f ...tI.n 1I45 I.) .f .hO "...rlt.... and E.'.'. T.. .." ... Z. .f 1991. 17Z P.S.
sectlon nUl.
PAYtIE"T I
D.'.oh .hO .op por.l.. .f .hl. H..1.. cod .00.1. .I.h .our p...... .. .h. R..I...r .f will. prln'.' .n .h.
nver.. side.
._ Heke check or .onlV order paylbl. tal REGISTER OF MILLS, AGENT.
.11 p...on.. r...lv.' .h.ll .. .ppll.. fir" .. ... In..r..' whl.h ... .. du. .I.h ... r...ln..r .ppll.' .. .hO ....
. ,.fund .f . ... "..It ... .. .......to. .. ...pl.tln. .. ".pplleotl.n f.r R.fund .f p......lv..l.
lnh.rl..... and E..... T.." IREV-1S1S). .ppll...I.n. .r. .v.lloOl. .. .h. Dffl.. .f .hO R..l...r .f Will..
... .f .hO .S R.v""". DI..rl.' Dffl... .r fr.. .h. D.p.r...n'" ,'-h.ur on...rln. ..rvl.. """..r. f.r f.r.' .r..rln.,
In pann..lvonl. 1_....S6.-..S.. .u..I" p......lv..l. and .I.hln loc.1 >>orrl.bUr. .r.. 17171 7.7......
TDDI (117) 77Z-ZZ5Z (H..rlng 1~.lr.d Only).
RUUHD (eA) I
.OJECTIDHS, An. p.r', In In..r..' no' ...I.fl.' .I.h .h. ........n. .f ... .. .h.wn .n .hl. n..I.. ... .ol." .I.hln
.hctv (6D) dlY' of rlcllpt 0' this Hotln bVI
...rlu.n pr..... .. .hO P. D.p.r...n' .f R.v.nu., ...r' .f .pp..h. D.P'. ZlI.lI. H."hbUr.. P. 171".101I. OR
nol..tln. .. h'v, .h. ..U.r ......In.. .. ....11. .f tho p."...1 ropr...nt.tlv.. OR
__app..l to thl orphans' Court
lOtllH-
lSTRATlVE
CDORECTI...' ,..tu.1 ....ro 'h..vor.' .n thh ......',.n. .h.ul. .. ...r..... In .rltln. ... PA D.p.rt..n' .f R.v......
Our'" .f Indlvldu.l T..... .TTH, P..' ........n. R.vl.. Unl', D.P" .0.6.1. H.rr1.bUr., PA 171..-.6.1.
Ph""" 17171 7.7.6505. 5." p'.. 5 .f .h. ...kl.' "In."U'U'" f.r Inh.rlt.... T.' R,'urn f.r . R.oI..n'
DICldlnt" (REV-ISD1) for an.IMplanatlon of Idltnlstr.tlvelV corractable .rror..
PENALlY I
Th. IS~ ... ....... n.n.p.r.I.lp..I.n p.n.ll. I. ...pu'.. .n .h' ....1 .f .h. ... ... In..r..' ......... cod n.'
p.l. ..f.r. Jonu.r. 1.. 1..6. .h. fir.' ... .f..r .h. .n' .f .h. ... ....... p.rl... Thl. non'p.r.I.lp..I.n
p.n.lt. h ..p..I..I. In .h. .... .ann" .n. In .h. .h. .... tI.. p.r I.. .. ..u ..ul' .pp..l .h. to. and In..r..'
that hi' b..n .......d .. Indicated on thl' not lei.
...I.lon.l p.nn..lvonl. E..... T.. ........ .. . r..ul' .f . .h.n.. .n ,h. ,...r.1 E..... T.' .1..ln.
I....r ....... ..lln....n. .. .h. ..plr.'I.n .f .ne III ..n'h fr.' .h. .... ,h. fln.1 no.I.. .f ,h. Incr....
In Federel E,t.te TIM I. rlcllved.
T.... wh1.h ...... ..lln....n. ..f.r. JonU.r. 1. 1.0' ...r In..r..' .. .h. r.'. .f .1. (6~) p.r..n' por onnuo
..leul.... .t . ..11. r." .f ....1... All..... whl.h ...... ..lln....n' .n .r .f,.r Jonu.r. 1. 1'" .111 ...r
In..r..' .. . r." .hl.h .111 v.r. fr.' ..I.nd.r ...r .. ..I.n..r ...r .I.h .h.t r.'. onnounc" .. .h. PA
DeplrtMnt of A.Y~' Thl app1lcabll inllnat ret.. for 1902 through 1997 .rl'
V..r lntlr..t Rat. DallY tnt.r..t Factor ~ Inhrut Alta DailY Int.nlt hctof
-
1912 zax .aoos" 19.1 .~ .GDDlU
UIS 16~ .aDDUe 198a-1'91 IIX .aaOS01
191~ 1l~ .000301 1992 .. .DOOlU
1915 ux .DOnS' 199'-199" 7X .GOal'Z
1916 IO~ .DOU? 1995-1997 .. .00021t7
--tnterut 1. calculated .. followl'
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUEHT X DAILY INTEREST FACTOR
.'An. H.tI.. I"u.' .n.r .he ... b...... '.lIn....n. will ,."... .. Intor..' ..I.ul.tlon .. flf.... (IS) ....
...and .h. .... ., tho ........n.. If p....n. I. .... .'t.r .h. In..r..' ...pu...lon .... shoun .. ,he
Hotlel, ~ltlon.l lnter." .ult bl calculated.
IHTERESTI
!
j'
".
'l
~j
r,;
~i
;~'.
f'l
.,...'1
\;.
:~
a
~'I.
.
,J.-i....'~ ..'-ri"'.........; -e,.", ."'. ., l,-' '4'
STATUS REPORT UNDER RULE 6,12
Name of Decedent. PATRICIA R. ST, JOHN
Date of Death: Julv 16, 1995
Will No, Admin, No, 21-1995-0625
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration ot,the estate is complete.
Yes No X
, 2, If the answer is No, state when the personal
representative reasonably believes that the administration will be
completel December 31, 1996
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
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c, Did the personal representative state an
account informally to the parties in interest? Yes No
d, Copies of receipts, releases,
approvals of formal or informal acc nts may be
Cerk of the Orphans' C,ourt and may attached
oinders and
led with the
this report.
Datel
i-
L:<.
{,\
,
, .
ES G. MORGAN, JR.
e (Please type or print)
III N. FRONT ST" I' 0 BOX 889
Address
HARRISBURG pA 17108-0889
( 717) 234-4121
Tel. No.
';.II.
N
G,
!,.l
Personal Representative
..l\_ _..Counsel for personal
representative
"-
Capacity:
(';;' u~
"
:.;
DU
(MAH: rmt/ AM3)
RW-27
STATUS REPORT UNDER RULE 6,12
Name of Decedent: PATRICIA R. ST, JOliN
Date of Death: July 16, 1995
Will No.
Admin. No. 21-1995-0625
Pursuant to Rule 6.12 of the Supreme Court Orphan's Court
RUles, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is
complete:
Yes
x
No
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
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 is:
c. Did the personal representative state an account
informally to the parties in interest? Yes X No
d, Copies of receiptsr releases, jo~ders and
approvals of formal or informal accounts be f '1 s with the
Clerk of the Orphan's Court and my be att c ed to 'is report.
"'"
,
Date:
.. " /J
~- /I~ )/(-71.
I
...n
l'.J
! ~ -~
JAME G. MORGAN, JR.
Na (P ease type or pr nt)
5 N. Front st" 1',0, Box BB9
~risburq, pA 1710B-OBB9
t'ddress
(717) 234-4121
Tel. No.
Capacity: Personal Representative
X Counsel for personal
representative
6:'-
"1
~J\
'. :.:l
Gu