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HomeMy WebLinkAbout95-00639 .,', .. , I)ETlTION "'OR PROUA TE Ilnd GRANT 0..' u:rnms c>?/-qS.- t, .::s "--_ c./a/~ III C. IUGIIAIUl NYI, III"" lillllWII as No. Tn: Regl'ler of WillI fill Ihe Ik('~a.."(/. COllllly of ~~2Cr1l1n(L- III the SlIclal S~"lIrll)' No. 210-26-9172 COIlIInonwcllllh of I'clIlIsylvlIlIllI The petllloll of thc onderslgned respeclfully represcnls Ihul: Your petltlonerO(), who Is/~ 18 yellts of IIge or older IIn thc execllt-W In the last will of the above decedent, dated June 12 and codlcll(s) dllted Sr. nUlIled ,1992- '. ('late relennl circunutancCi, e.ll. rcnum:lallon, dealh ur e'<<Ulor, eIC.) Decendent was domiciled at death In eurmerland County, Pennsylvanlir, with " is lasl family gr,prlnclpal residence al :z ~Cnut: Act:t.an Rn1lrl. !':hipp"n"hn>;J, PA 17257 'P("'~"\''''''J -r.: .. (II.. lrI recl, number and n undpalllY) Decendenl,lhen 67 years of age, dlcd 1\uQUSt 12 ,19 95 at Harrisburo Hosoi tal . Except as follows, decedent did not marry. was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: Decendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal property (If not domiciled In Pa.) Personal propcrty In Pennsylvania (If not domiciled In Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ less than $50,000.00 $ $ $ WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codlcll(s) presented herewith and the grant of letters test:an'entary theron. t "0_ '0 . ",Ii c ~.g lj.c ';;;'~ lr~ ~o ;; c .. Iii (tnlamenUUYi admlnlmallon c.l.a.j admlnlstrallon d.b.n.c.l.a.) (~1t~. ~ 7 Wa nut Bottom Road Shiooensburo, 1'1\ 17257 Pffl'/j jj 7 532-5920 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } HS COUNTY OF eurmerland The pelltloner(s) above-named swear(s) or affirm(s) that the statements In the foregoing petition are Irue and correctt\! the best of the knowledge and belief of petitloner(s) and that as personal represen- tatlve(s) of the above decedent petllioner(s) will well~nd truly admlnlsler the estate according to law. . m.}~ Sworn to or affirmed and subscribcd ~ A '" before me this day of lO1:aII '<D<lu ~' (":'.19 S- :;.],.. ShJ.pt:lE!nsburq, 1'1\ 17257 !< I " ,., ....,'t<::'-Jl' - '1ff532-':J':J20 " MARY . LEWIS RI'R/SII" () ~ No. 21 . 95 - 639 Eslllle of Richard C, Nyo, Sr. . . Decellsed DECREE OF PROBATE AND GRANT 01<' LETTERS AND NOW AUGUST 28, 19--1.L,ln consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated JUNE 12 , 1992 described therein be admitted to probate and filed or record as the last will of RICHARD C NYE SR TESTAMENTARY DOROTHYiM. NYE and Lellers are hereby granted to FEES Probate, Lellers, Etc. ,.,...... $ 80.00 Snort Certlficates( 6) ........,. $ 18.00 RelWnelatlon ................ $ . x-rages I~.UU JCP $ S.Oa- AU TOTAL - $ 115.00 Flied ....... .lilJSJ. .~e,. .1.~~~.......,.... rn1~ fl' (J ~JJ~ r'~ Mm& tl-0 g I~Tt~'I" of Will, nrld ~M~Y~~ Charles E. Shields. III 38513 ATTORNEY (Sup. C,. 1.0. No.) 2 W. Main St., Mechanicsburg, PA 17055 ADDRESS (717) 766-0209 PHONE 00 ",1 :0 Ccr' '1101 ;1 - '-rl ':~ l (j (-;" .~. I"~ "'" c: """' tl -f"", , '. :;-;;0 , ,- ,.., \[) Ci:t c:, ....0'-= e:; '.' ).~ :.-~ 00 Mailed letters and order to attorney on 8-28-95. 21 95 - 639 .:;' r 'Ln' t::~ ,- M- o:;. !!1 ' ~n.; ~ 'L) : 0- (oj - :'. .. ", , Q - ,'/\(J ',.t N 9 1_.' ~ j , ,,, -~;) '. " (~) I <.J w ~ :tJ ., a: c: .!!l:> 1.)1.) . . LAST WILL AND TI!STAMENT OF C. RICHARD NY!!. SR. I, C. RICHARD NYB, SR" of R.D, 6, Shlppensburg, Cumberland Counly, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare Ihls to be my Last Will nnd Testament, hereby revoking nnd making void all fonner Wills by me at any lime heretofore made. I direct the payment of nil my Just debts nnd funeml expenses as soon as conveniently mny be after my decease. SPECIFIC BEQUESTS I. I give my pool table and nil of the accessories. for example, the table cover, cue sticks, boll sets, mck, stomge mck. sning counter, overhead light, nnd the like to my son, Timothy Morgnn Nye. Should he predecease me, then to my son, Frank Craig Nye. (A) It Is my express wish that, should my aforesaid son, Timothy Morgan Nye, survive me and be given this table nnd accessories, that he keep such table in fme condition nnd that, should he ever be disposed to sell it for any reason whatsoever, he should give the first chnnce to purchase it for a fair nnd reasonable price to his brother Frank CrnIg Nye aforesaid and/or also his sister. Harriet Sue Nye Scharfenburg. 2. I give my two (2) "0" gauge elecnic train sets to my son, Fmnk CrnIg Nye. These train sets came from my home and arc to include engines, cars, track, switches, buildings, equipment, wire, and the like. 3. I give to my son, Timothy Morgan Nye, the set of Pilsner Gennan Beer Glasses which he gave me on his return from Gennnny. 4. To my son, Timothy Morgnn Nye, I give all my cheny wood bedroom furniture which was given to me when I was living at home by my mother. Janet Mickey Nye Hollar. Said furniture includes one (I) double bed; one (1) dressing table with mirror nnd chair; one (I) large chest of drawers; one (1) small chest of drawers (kept for some years in my son Timothy's room); two (2) matching bedside tables; one (1) cedar chest; and one (1) reclining chair and foot stool. (It is possible that the reclining chair nnd foot stool referred to might not be actunl cherry but I wnnt them to be given as per my instructions nevenheless. Should my son Timothy predecease me, then to my son, Wade Mickey Nye, S, Illlve my two (2) Edsels to my son, Wade Mickey Nye, 6, 1 give nil of my collections of phonogroph records to my son. Timothy Morgan Nye, 1 give all of my Beta lapes and Beta recorder to my son. Frank Craig Nye. Should either one of them predecease me, then their bequest shnll go to my son, Wade Mickey Nye, 6,a. I give my coin collection to my son, Timothy Morgan Nye. Should he predecease me, then his bequest goes 10 my son, Wade Mickey Nye. 7. All of the money remaining in my personal checking account #412-537-568-5 in the Commonwenlth National Bank. Shippensburg, I give to my wife, Dorothy M. Nye, If she should predecease me, then it shnll be divided into two (2) equal shares and be distributed between my daughters, Harriet Sue Nye Scharfenburg and Christy Anne Nye Hoover. 8. All of the money remaining in my TOTAL CONTROL ACCOUNT with METROPOLITAN LIFE, Account #80-040726-2 and in Nonhwestem Mutual Life Account #51-000715-1,1 give as follows: It shall be divided into two (2) equal shares and be distributed betwecn my daughter, Harriet Sue Nye Scharfenburg and my daughter, Christy Anne Nye Hoover. 9. All of the common and preferred shares of stock and any rights or other vnluable consldemtions which attach thereto. I give as follows to Dauphin Deposit Bank and Trust Company, as Trustee. in Trust, for the following purposes: 1. All dividends and income therefrom (except that taxes thereon may be withheld if such withholding is, in the discretion of my Trustee, prudent under the circumstances) shnll go to my wife, Dorothy M. Nye, for and during her naturnllife. 2. My said Trustee shnll have the power and authority to make changes in the investment portfolio if it deems such changes 10 be wise and prudent. 3. Should the Trustee at any time deem the net income payable from this Trust to be insufficient to support my said wife, the Trustee may, as often as it deems necessary. pay 10 or apply for the use and benefit of my wife such pan of the principnl of this Trust, up to and including the whole thereof, as the Trustee In Its discretion believes necessnry for the support of my suld wife, A, STANDARD In eKerclslng Its discretion hereunder, the TruSlCC shull take Into consideration the Income, eumlng capacity. resources and other sources of receipt of my suld wife, together with any other factor which the Trustee may deem pertinent, Including the accustomed manner of living of my snld wife. but need not require the eKhaustion of personal resources as a condition for mnklng disbursements under the authority of this paragraph. The judgment of the Trustee as to the propriety and amount of all such payments shnll be conclusive. Notwithstanding any provision to the conttary, the Trustee shnll not distribute principnl except within the standards of Intemnl Revenue Code sec. 2041. B. EVIDENCE OF NEED ~~.~ The Trustee may. In its discretion, require as a condition precedent to the distribution of any Trust assets for support or advancement, that my snld wife furnish evidence of her financlnl condition, income euming capacity, and assets, in fonn and content satisfactory to the Trustee. The Trustee shnll be entitled to rely upon the wrinen certification of my snld wife or any guardian or power of anomey of my snld wife as to the nature and extent of my snld wife's needs for support, and the Inadequacy of my snld wife's resources apart from the Trust The Trustee shnlI not be required to make further inquiry as to the authenticity of the facts so certified. C. PREFERENCES In eKerclsing its discretion hereunder, the Trustee is to consider the needs of my snld wife for support during her lifetime as the primary purpose of this Trust, even if the satisfaction of such needs requires invasion of the entire Trust Estate. 1\!~- :"t\' it ~:'!1 ;r;~ ..'~ .' D. SUCCESSOR TRUSTEES If,ln the discretion of my Trustee, the principnl of this Trust becomes so low that costs and minimum fee schedules make it Impracticable for my Trustee to continue to serve In such capacity, then I hereby appoint my sons, Wade Mickey Nye and Timothy Morgan Nye to serve as successor trustees. 4. Should my snld wife have predeceased me, then I give these shares and any vnluable rights which auach thereto or the proceeds from a snle of the same by my Executor or Trustee to be distributed equally amongst my grandchildren who survive me. Should, however, my wife not predecease me, but instead die during the tenn of this Trust, then equnlly to my grandchildren who are surviving at the time of my snld wife's death. It Is my wish that these slocks be valued and dlsuibuled In kind so far as may be reasonable and feasible under the circumstances, I also give to my Executor or Trustee, as the case may be, the right, authority, and power to dlstrlbule such shares of stock to my said grandchildren, provided that an amicable settlement can be reached amongst them or their guardians as to whom should take which panicular shares. If for any reason an amicable settlement Is not reached among all of the above-named grandchildren or their guardians. then I direct that all shares be liquidated and distributed as cash. RESIDUE 10. All the rest, residue and remainder of my estate, real, personal, or mixed. whatsoever and wheresoever situate, I give, devise and bequeath to my wife, Dorothy M. Nye, to her own use and benefit absolutely. 11. In the event, however. that my wife should predecease me, or should die at about the same time as I die, such as In a disaster common to both of us, I give, devise and bequeath my estate in equal shares to my seven (7) children named as follows: (1) C. Richard Nye, Jr., (2) Timothy Morgan Nye, (3) Harriet Sue Nye Scharfenburg, (4) Wade Mickey Nye, (5) Peter Todd Nye, (6) Fmnk Craig Nye, and (7) Christy Anne Nye Hoover. 12, I nominate, constitute and appoint my wife. Dorothy M, Nye, to be the Executrix of this, my Last Will and Testament. If she should predecease me, or for any other reason be unable to act, or to continue to act as such Executrix, I appoint the Dauphin Deposit Bank and Trust Company to be the Executor in her place and stead. I further dlrectthat neither of them shall be required to file bond or other security in the Office of the Register of Wll1s for the purpose of administering my Estate. 13. I authorize and empower my personal representative, In her sole and absolute discretion, to purchase or otherwise acquire and retain any Investments of which I die seized, or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer. exchange, dispose of, or grant options in regard to any or all property of any kind fonning a pan of my Estate for such tenns and such prices as she may deem advisable; borrow money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real or personal property fonning a part of my Estate, or to join in or secure the partition of same; to compromise any claims 21 - 95 - 639 REGISTER OF WILLS 0.' Currberland COUNTY OATH OF SUUSCRIBING WITNESS f:jiz:.o.kflt II. el.l...// 0. Cht../u E. Si:da's :zu: 0.' I j, ,. ....', XlllUdl ~ a subscribing witness to the will presented herewllh, (1!MllI) being duly qualified according to law. depose(s) and say(s) that she was 4AuI kt.JeJ present and saw c. Richard NYe , Sr. the testa' or , sign the same and that he signed as a witness at the request of testa' or In " is presence and (In the presence of each other) ~ Sworn to or arnrmed and subscribed before me this ~;~ 19~ of ~ ,'/I,h) e;- RlQ(ilOO( Notary ~a/I~t2.~ (Name) \~ t.J,'II/~lts G",~ 1uI. tn.eIt.",'esw1I'A 11()S~ (Addr9sJ . f7../t..;/J,n..l E. ~. I ~4,J.7lj: ,(Namel . / d ~ "".IJl~ Mo. /JfdlU1/CSI14(J r'A- I7DfI' (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS // ~ ' (each) a. sub~crlber hereto, (each) being duly qualified accor~ng'lo law, depose(s) and say(s) that - ramlllar with the slgnlltufe of / /' codicil testa' of (one of the' subs~rlbing wi~esses to) the will presented herewith and "-.._ /' codicil that 21lelil:ves the signature on the will Is In the handwriting of ./' / to the best of knowledge and belief. Sworn to or arnrmed and subscribed before me this day of 19_ . Register (Nam~ (Address) (Name) (Address) 13cJl "" :~~H:: . "",ii', \Q' ""':1 - " ,I:l" , ..~ .< ~/ ""-.) fJ: " lJI'p 'EJh ,- on). oJ> <liD: 0:. u , -.,:~~, ", <Ii ;1 a'w 11)' ,0 -',\.-':'2.,7 '-'." , ' .C .- / ';/"( ,~/' 9 b ,. t~ ..7 Shipponsburg, l'a. 1l0vlll1lber 3, 1995 Register of Willa CUmberland County Courthouae Courthouae Square Carlisle, Pat 17013 , I' J r' l I 1 , I , Doar Registor of Wills I Please find enclosed my chock for ninet.een hundred dollars ($1,900) as an advanced estimato payment of the taxes on the estate of C. Richard Ilye, Sr. who died on AUBUst 12, 1995. 'l'ho Estate Dockst number is # 21-95-639. Attorney Charles E. Shields, III will be working with ms on this ostate of mY late huaband. If there arB any queat10ns concerninB this tnlltlor, you may reach me by telophone through the day at. Hand 1I Chevrolet, Shlppensburg, phone (717) 532-2121, Thank you vory much for your attention to this lotter. Sincerely, ~~. Yl'1.)~- Dorothy 11. lIyo (Nrs. C. Richard Ilye, Sr.) 67 ~a1nut Bottom Rd. Shippensburg, Pa. 17257-9401 I i , 9"i } ~ ) JJ } ) i ( I ;r ! ! ", ... \ \ d \ ... I j rof) 1 #I 12 .... , (of) " ) ~ ' " . '; , J , i ',., ;,oJ "- " ~ , ,}\- ~ , . {'. rf , -.>.t,1t , '- a: I a.. \..? I ~ 1 I I . I I I j , I : ! ~!I; j ; :llf~ ! (iil ........ ".' -If--'<>- ---- "'9..- _"..... ,...,... _~'... . .u II} 6 ... i t.' ~~ Cll l ~& .... ~) 000 Q! f"\ ~~ rn .-t g Q! R .-t i rn .-t rn Cll ~ 1f~ . 111 tJ IS r\'1 ~_...__.-...... > . _.- ..---." --- '-"~,--".~-_...._. '/ -::::;;" , r .-."..~'~ . . - - . - 1 -= - - ... - i i i i i I , I ,'4' l' I .. ',... I" . ~,:,,-.: " , I . ';"1' l ~l. ~ .. ! . . ~ 1 I'" .. .,'. It.'.,,,," J...\,>,)t ." 1 . ,\ " , ',' r , ! ~', .:~ l, . J ,/' ,'" "\ .. f - )> . ....' . . y' .. . ". ":'. . ..' I . .r" \ i' '.1 , . ,. ',. .'"J.,;,'l''' I. .'~:' . . . i oj, "eO", ~.'.' ! I' " L~_ ," '., I' , i ,.,.' , i";' J i .j f' , ..' -, \, ~, ~ r~ t... _.Ii , . " . '. .. J' .1: : \ ~ I , , i '. " , I ~ t ,.,. , ,t ..J y CBRTIFICATION OF NOTICE UNDBR RULE 5.6ru) OO~)f Nume of Dccedelll: C. Richnrd Nyc, Sr, DuteofDcuth: August 12, 1995 Will No, 21-95-0639 Admin, No. TO THE REGISTER: I certify that notice of I>cneliclul interest reqnired by Rule 5.6(u) of the Orphuns' Court Rules was scrved on or mulled to the following bcnelicluries of the ubove-captioned estate on SJ:n~r 5.1995: ~ Address Dorothy Nye C. Richard Nye, Jr. Timothy Morgan Nye Harriet Sue Nye Schnrfenburg Wade Mickey Nye Peter Todd Nye Fronk Craig Nye Christy Anne Nye Hoover 67 Wulnutllollom Road, Shippensburg, PA 17257 c/o Dorothy Nye, Hand Delivery c/o Dorothy Nye, Hand Delivery c/o Dorothy Nye, Hand Delivery c/o Dorothy Nyc, Hand Delivery c/o Dorothy Nye, Hand Delivery c/o Dorothy Nye, Hand Delivery c/o Dorothy Nye. Hand Delivery Notice has now been given to all persons enlitled thereto under Rule 5,6(a) except NONE Dttle: September 5,1995 ,.., 1;'1 t/~t:~~ CHARLES E. SHIELDS, 111 Mellon Bank Bldg., 2 W. Main St. Mcehanicsburg, PA 17055 Telcphone: (717) 766-0209 Counsel for Personal Represelllative .;" ,"~ " I.'.:' r":J I c..:' ','I i.' ("', u:: " ~,) \ . .':: ::1 '.JO c, .1';U~'...1'941 I!! ..:5'" b1S:~ =c9 u~.. tillS gjc c" u~ . - ~ ....-.,... ~ . lOR Dllt.. 01 DIIlIII MIIR t21~"91 C1t1CK IIIR I II trODllll rOVIRlY CRlDlltl CllllMID II 1111 HUMin . . (TO BE FILED IN DUPLICATE 21 '/5 (,3'/ WlTlf REGISTER OF WILLS) WUI.;Y lOl" YIAM tlUMftr ~"'"-'''''..--' 7___.___u__.__....~ rllli[inilli'iIMflnr'n,t.r\'~""" -." ----,,,---..-..--- r,., \~;lIl1l1t IkJllHII I!J.).l<1 mllppOIullJurq ('ltMIlRhlp) I'^ 17257 "',Ii}," 'ti..'l'Jltf INHERITANCE TAX RETURN RESIDENT DECEDENT I. R.ol Ellol.ISch.dul. AI 2, Sloc~1 ond Bond. (Sch.dul. BI 3. Clo..ly H.ld Slock/Porlnenhlp Inleresl (Schedule C) .c. Morlgoges and Nole. Receivable (Schedule 0) 5. Co.h, Bank Depo.lls & MI.c.lIoneou. Penonol Properly (Sch.dul. EI 6. Jointly Own.d Prop.rly (Sch.dul. f) 7, T.o..'... (Sch.dul. GI(Sch.dul. II o. Tolol Gran Alleh (lolaIUn" 1.71 9. funeral bp.n.... Admlnl.tratlve COlli, Mhcellon.ou. Exp.n... (5ch.dol. HI 10. Oebll, Morlgog. Uabllitl.., lI.ns (Schedule II 11. Talol Oeducllan. (Iolallln.s 9 & 101 12. Nel Value of Ellal. (line a mlnu. line 11) 13. Charitable and Governmental aequlIII (Sch.dule J) U. Nel Value Sub eclto To", (line 12 mlnu. line 13 15. Spou.al Tron,fen (ror datIl of death ofl'H 6.30.9"1 See Inlhuctlonl for Applicable Percentaoe on Reyerse Sid.. (Include valu.. from Schedul. K or Sthedule M.I 16. Amount 01 line 1.4 loxoble 01 6% role (Indude yolu.. from Sthedule K or Schedul. M.I 17. Amounl 0' line 1.4 1011 able at 15l1b fale (Include value. from Schedule K or Schedul. M.I 18. Principal 10'" due (Add lall from lInll 15, 16 and 17.) 19. Credill Spou.ol Poverly Credit P,lar Pnymenll Discount o + _H1900.O.!t +_$100.00_ m ~ c .. c 5 g bI a: .. c S ~ :IE c u s '.'.'f _,__ '~~'H':~i~:~~:' ilil:iU<f,Oi,li-----'--. ['J 3. Remainder R.lufn - Ilof do'.. of d.o,h p,lo. 1012.13,01 fJ 5. federal Ellal' Tal Return Requited -10. Tolol Number of Sole Oepol1l Ball'" 17055 (11_ 0 121 $86,165.00 131 0 I~) _0 (5) -.314,,994.59 161 _ 0 , 0 (71.____ I' '. 20. If line 19 Is 9reol.r than line 18, enler the diff.rence on line 20. Thll II th. OVERPAYMENT. Ii!~ 21. If lIn. 18 II grealer Ihon line 19. .nler Ihe difference on Un. 21. Thll h Ihe TAX DUE. A. Enler thelnlerelt on the bolance duo on line 21A. B. Enl.r Ih. 10101 of line 21 and 21 A on line 21 B. Thh II Ihe BALANCE DUE. Male. Ch.cle Payabl. '01 Reghlll of Will., Ag.nl ~ ~ BE SURE TO ANSWER ALL QUEST~ONS ON REVER5~_SIDE AND TO RECHECK MATH <(-c: Under penolll" 01 p"lury, I dedar. lhall have oxamlned Ihlt .elurn. Including accomponying schedule. and Ilalemenll, and 10 tho bell of my Icnawledge and belle I It II lrue, correcl and complele. I dodare thai all real e.lot. hat belln reported 01 !rue morkel value. D.c1aration of prepor.r olh.r than lh. penonol up"..nlolivlI i bOlld on olllnformollon 0' which puporer hal an)' Icnowledge. ~IONA fO"U N U,ONSI,tElOIlJlllNOIUIUIlN ADOIlUS 67 \oJalnut: Aottom Road OAIf ~-17"'" 11 N;'~' J ___Shippcnsburq, PII 177C;7 . AOD~15S 2 \'1. ~in St. OAIf ;.gr- *cl:1<1nicsb\!'lE. PII 17055 :;l -/7-pi> COMMOUW\MIII or 'rt~I"YIVAfUA IlIPAI MWI 0' 1\'1"4111 1I1~1 ""60 IlAUIUUIO."A If ,. OWl ." n - rittrbllil'tlAMI iIA-,tnilFil~if'Mmmniiilj,Ur C, nichOll'll !>lye, fil', LtXi.i.rucuillfi1iiTMi,i-- - - - "IUAII IlIIIIAh. 111"11 Of 1111111 210-26-9172 11-12-'15 )]-(,-;/7 ,,,....;;,;,.,I=,;ooii I ;'0.' "ii"ii~_:~~'~~~' ':" _, ..r:~~I_\""~'~' '~ll~'" ... RtJ I. Original Relurn I I 2. SUf'"I.m.lltul R.lu,n o .c. lImlled Ellol. Ll .ca, futur. Inl"..1 Compromit. (far dOl.. 01 dealh oher 12.12.821 1X16. Decedent DI.d Tellale 1-' ,. Olludenl MninltJllI"d n living T,uII (Allach copy a' Will) IAllmh copy olllu,') ALL CORRESPONDENCE AND CONFIDENTIAL TAX INr-ORMATION SHOULD BE DIRECTED TO. UAM - c.UMrITifMiiiitrcriOORIU Clades E. Shields, III 2 W, Main Street: ""'"0N' NU.'" Mechanicsburg, PII (91 J14....!i.n,,,14 110) $ 31. 53 ( 0 I .$.llllL.259 _ 59 $ 14,683.67 (111 1121 $_85,515...!l? 1131 ' 0 lUI .$-B5.515...!l7 ___0 .$_l,llliB..J.5 IIsl*See Schcds,K&O,and,_K,JLa Scrat:ch Sheet: re:ca1c. (161,$31,.135.96 __K ,06. (17) __,___O___K ,IS a o 110) Inlerelll _lL_ 119) __L2'&QD...Q0 (20) _$ 131.85 CI1t~tk hC'fC' If yau arc rQqucnllno a refund of your ovorpavment. 121) 12tAI (2tBI o o o Acl .48 of 1994 provld.. for Ih. r.ductlon of Ih. laK ral.. Impo..d on Ih. n.1 valu. of Iran".n 10 or for Iho u.. of Iho .pou... Th. ral.. a. pr.lCrlb.d by Ih. .Ialul. will b.l o 30/0 (.03) will b. appllcabl. for ."0'.' of d.c.d.nll dying on or oller 7/1/94 and b.for. 111/96 o 20/0 (.02) will b. appllcabl. for ..101.. of d.c.d.nll dying on or afl.r 1/1/96 and b.for. 1/1/97 o 10/0 (.01) will be appllcabl. for 0.1010. of d.cedenll dying on or afler 1/1/97 and before 1/1/98 o Spou.allran".r. occurring on or oller 1/1/98 will be 'Kempl from Inheritance laK. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK k)IN THE APPROPRIATE BLOCKS. YES 0 1. Old decedent make a Iransler and: a. retain the use or Income of the property transferred, ....................................................... x b. retain the right to designate who shall use the properly transferred or Its Income, ............... x x c, retain a reversionary Interest; or .............,......,.....,.............,....,............,..........,..,........,. d. receive the promise for life of either payments, benefits or care' ....................................... 2. If daath occurred on or before December 12, 1982, did decedenl within two years preceding daath transfer properly without receiving adequale consideration' If death occurred after Decamber 12, 1982, did decedenttronsfer property within one year of death without receiving adequate consideration' ,.., ,........",....."......, ,... .... ,...."...."".. .......,.,... It."'.. ......,...,.,... ....,.. x x x 3. Old decadent own an 'In trust for' bank account at his or her death........................,............., IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .... .~....., ,.... ~~@;~ COMMOt4WfAl'll or "'IU'l\VAUlA '''''\''''''(' fA. '/'U", . llPIH1 Drclu ut linf.~l .........:--et=."l':t.;<P.=~~l;!.I'.~,'1..i c. IlLchard Nyo, Hr., SCHEDULE B STOCKS AND BONDS "'-~,'''=r"..-'~''",,,~,,~=,~~==,="" ~~~irfNOM&n~~-=" 21-95-0639 (All P;~P"'Y lolnlly.ownod wllh "R'I~j,i;;'-s~!y~~.o~'~Ir.=","~11 b; d~!.!;~~:~~~S~~~~I;; ji;i=~.. ItEM NUMBER DtSCRIPlION I. 2. 3. 4. 5. 6. 7. 8. lI'f&T I\Imril:ech Dell lIt:lant:ic Dell So. NYNE:X Pot:aMc Elec. Wash Wot:. wisc. Energy VALUE AT DATE OF DEATIt ", can. can. Can. can. can. Can. Can. Can. 300 aha. @ $51. 75 292 aha. @ $47.9687 192 sha. @ $57.625 19B Bha. @ $65.9687 204 shs. ~ $44.0312 200 shs. @ $28.2812 800 shs. @ $15.5625 200 shs. @ $27.0937 $15,525.00 $14,006.86 $11,064.00 $13,061. 80 $ 8,982.36 $ 5,656.24 $12,450.00 $ 5,418.74 TOTAL (Allo enle, on line 2, Recapitulation) (If more 'poce i. nll.el.el, inser' additional .h..,. 01 .ame size.) S06 165.00 1,,,,uOI,I.lIll1 . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Cl>M'l\Yo'lr,IAU'W tr~w'm"'" ~I"~IN\ DtclD'NV mA'ffO--- ~~-~.~ _ Plomo Prln. Dr Typo FirE NUMBER 21-95-0639 C. Illchanl Nyo, fir. iAu p,.p"ty I,'nll,.","'" with 'he _llhl ., lu,wlw,;;hiP-;~;-Iia'-"1~1;;;.i-;~}~h!~~~~ti-~. ITlM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION lIssorted items of personally liB IIpprllisec:1 by Dennis L. Gotshall, lIuctlonoor (see appraisal sheets attached hereto) . 1979 dlevrolet Caprice Station Wagon, VIN. 1N35L9J299558 (see appraisal attached) 'l\oIo Ford Edsels (1957) and (1958) (see apparaislll attached) Proceeds of Metropolitan Life Insurancc Policy on the Life of Frank lIo11ar, Jr., of which decedent was the ultinate beneficiary. (see copy of items attached) O1ecking l\cct. No. 0071439803 at Dauphin Deposit Bank and Trust Co. (see letter attached) Interest accrued to d. o. d. on Item #5 Total Control lIccount with Metropolitan Life Insurance Co. #80-040726-2 Northwestern Mutual Life l\ccount # 51-000715-1 VALUE AT DATE OF DEATH $ 6,719.35 $ 400.00 $ 400.00 $2,206.74 $ 1,565.40 $ .11 $ 353.12 $ 2,449.87 TOTAL AI.o onlor on IIno 5, Roca (Ancth addltlonol 8y," J( 11" .h.." If mall .pac, I. n..d,d.) . .~ " 1I1'1'11I\tSlll' Ol' 1'1~1.~1. 1'11O.!TI!:!..~l" '1111~ l'Srll'm OF C. IUUI/IIU> NYE, sn., 67 W^LNl1I' WI'IUoI !lO^U l);\JI~U.Y n.u. ."6JJ flllllll'I'l'lllllU1lG~'^ UlIIIJQ)S'I' :'.4, 1995: Sot of 0 pilonor boor <jlnonoo $ 10.00 ",. Pool I:nblo wi th ncccssod ~n $ 300.00 ., " O-Piece cherry bcdroo1\ auit including dressing I:nble with chair, choat on chest of drawers, sllIall choat of draw- ers, doublo pinenpple poater bed, 2 night I:nbles, & , blanket chost..........................................$ 1,000.00 ',:", $ 25.00 7~. $ 250.00 ft""!.' $ 35.00 , i" $ 75.00 ,....,,..,'... Maple open arm reclining chair with footatool (2) "0" gauge train seta @$ 125.00 Collection of phonograph recorda SOny netamax video recorder & misc. beta tapes Proof Coin Sets 1956 phila 1957 phila 1950 Phila 1959 phila (2) 1960 Phila @$ 0.00 1960 J):!llver 1961 Phila (3) 1962 phila @$ 6.00 1963 phila 1964 phila 1960 San Fran 1969 San Fran 1970 San Fran 1971 San ~'ran 1972 San Fran & Phila 1973 San Fran (4) 1974 San Fran @$ 4.00 (5) 1975 San Fran @$ 5.00 (2) 1976 San Fran @$ 6.00 (2) 1977 San Fran @$ 5.00 1970 San Fran 1979 San Fran (2) 1900 San Fran @$ 5.00 19B1 San Fran (2) 19B2 phila @$ 4.50 $ 20.00 $ 10.00 $ 15.00 $ 11.00 $ 16.00 $ 9.00 $ 6.00 $ lB.OO $ 6.00 $ 6.00 $ 3.50 $ 3.50 $ 6.00 $ 3.50 $ 7.00 $ 15.00 $ 16,00 $ 25.00 $ 12.00 $ 10.00 $ 4.50 $ 4.50 .'.... $ .'... 10.00 $ 6.00 $ 9.00 ~,....-. .' - 2 - I'roof 01111 GaLli 1 !l03 IJollyor $ 5.00 1!l04 Dollyor $ 11.00 1905 IJolIyor $ 0.00 1906 DoIIYOl- $ 10.00 1907 Sail Frail $ 6.50 1900 San I'rall $ 11.00 19B9 San Fran $ 9.00 1990 San Fran $ 12.00 1991 San Fran $ 12.00 1992 San Fran $ 10.00 1993 San Fran $ 13.00 1994 San Fran $ 14.00 Special Olin Scl:s 1965 San Fran $ 9.00 1966 SlID Fran $ 9.00 1967 San Fran $ 10.00 Proof Premier silver Scl:s 1992 $ 50.00 1993 $ 50.00 1994 $ 50.00 Uncirculated Phila & Denver Mint Scl:s 196B $ 2.50 1969 $ 3.00 1970 911a11 Date $ 9.00 1971 $ 3.00 1972 $ 2.50 1973 $ 6.50 (2) 1974 @$ 4.75 $ 9.50 (2) 1975 @$ 5.00 $ 10.00 1976 $ 5.00 1977 $ 4.50 197B $ 4.50 1979 $ 3.75 1900 $ 4.00 "- 19B1 $ 6.00 19B4 $ 6.00 - 3 - " Unolrculal:cd ('hUn ", DOllver Mint Sots ~ 1965 $ 4.50 ~' 1966 $ 16.00 1967 $ 3.75 1966 $ 4.00 1969 $ 3.00 1990 $ 5.00 :", \1- 1991 $ 6.00 1992 $ 8.00 1993 $ 6.50 Proof Sets (Prestige, San Fran) 1964 $ 30.00 1986 $ 30.00 1987 $ 25.00 1988 $ 46.00 1989 $ 48.00 1990 $ 42.00 1991 $ 50.00 1993 $ 50.00 Silver Dollars (5) 1971 Uncirculated Eisenhower @$ 2.25 $ 11.25 1979 S.B. Anthony souvenir silver set $ 2.00 1980 S.B. Anthony Souvenir silver set $ 2.00 1983 Olympic $ 18.00 1984 Olympic $ 18.00 (2) 1986 Uncirculated Liberty @$ 14.00 $ 28.00 1986 Proof Silver Liberty $ 22.00 1986 Proof Silver American Eagle $ 22.00 1987 Uncirculated U.S. Constitution 200 lIniv. $ 13.00 1988 Olympic $ 20.00 1989 Uncirculated Congressional $ 25.00 1989 Proof silver American Eagle $ 21.00 1990 Proof silver American Eagle $ 30.00 1990 Uncirculated Eisenhower Centennial $ 28.00 1991 Proof silver American Eagle $ 30.00 1991 Proof Korean War Memorial $ 32.00 1991 Uncirculated Korean War Manorial $ 28.00 " - 4 - SILvm DOLUIRS 1993 Proof fllooriclln Eagle 1993 Proof '111CllIl1lS Jefferson 250 IIni v. 1994 Proof Silver IImerican Eagle 1995 Proof Silver IImerican Eagle (7) 1971 Proof Eisenhower @$ 7.00 1676 Uncirculated Carson City 1662 Uncirculated Carson City 1663 Uncirculated Carson City 1664 Uncirculated Carson City 1967 Proof Silver 1Imerican Eagle 1661 />brgan 1691 />brgan "0" 1699 />brgan "0" sn.'Im SF:l'S 1966 Uncirculated Liberty [):)llar & Half [):)llar $ 1966 Proof Liberty [):)llar & Half D:>llar $ (2)1976 Proof U.S. Bicentennial @$ 35.00 $ 1976 Uncirculated U.S. Bicentennial $ 1962 Uncirculated George Washington 250 Aniv. Half [):)l.$ 1962 Proof George I~ashington 250 Aniv. Half D:>llar $ (2) 1966 Uncirculated Liberty Hall Half [):)llars @$14.00$ 1969 Bicentennial of the Cbngress Half D:>llar $ 1991 Uncirculated Mt. Rushmore Aniv. silver set $ 1991 Proof Mt. Rushrrore lIniv. silver set $ 1993 Uncirculated Bill of Rights Conm. silver set $ 1994 Uncirculated Thomas Jefferson Coinage/Currency set$ Gold Coins 1964 Uncirculated U.S, Olympic 1964 Uncirculated Olympic ten dollar 1986 Proof 1 ounce $50.00 gold coin 1967 Proof! ounce $25.00 gold coin 1966 Proof t ounce $10.00 gold coin 1986 Proof 1/10 ounce $5.00 gold coin 1992 Proof 1/10 ounce $5.00 gold coin 1993 Proof 1/10 ounce $5.00 gold coin , $ 30.00 $ 24.00 $ 30.00 $ 30.00 $ 49.00 $ 65.00 $ 55.00 $ 50.00 $ 50.00 $ 20.00 $ 11.00 $ 15.00 $ 16.00 30.00 40.00 70.00 20.00 4.50 6.00 26.00 22.00 20.00 22.00 35.00 35.00 $ 175.00 $ 175.00 $ 450.00 $ 250.00 $ 140.00 $ 80.00 $ 75.00 $ 75.00 . , - 5 - HAIP OOLLMB 1812 Liberty c.'p lIeadl 2 ovet' 1 f1l1V111 0 $ 55.00 1833 I,iborty ClIpped lIend $ 46.00 1938 Liberty Walkin<J $ 3.50 1939 Liberty Walking $ 11.00 ~ 1898 Liberty lIead $ 2.10 1907 Liberty lIead $ 2.75 1908-0 Liberty Head $ 2.60 1932-0 Washington $ 40.00 1932-S Washington $ 34.00 1954 Washington - Defect $ 6.00 DIHml 1891 Liberty Seated, Variety 4 Reswne $ 3.40 1910-0 Liberty Head $ 1.40 1911 Liberty Head $ 1.00 1911-0 Liberty Head $ 1.15 1913 Liberty Head $ 1.00 1914-0 Liberty Head $ 1.15 1915 Liberty Head $ 1.25 1928-S Mercury $ 2.75 1929-S Mercury $ 1.25 1945 Mercury, Micro S $ 4.00 1959-0 Roosevelt, Initials JS $ 1.20 NICKElS 1868 Shield, No Rays $ 7.50 1869 Shield, No Rays $ 7.00 1882 Shield, No Rays $ 7.50 1883 Liberty Head, w/o cents only $ 6.50 1903 Liberty Head, With cents $ .55 1906 Liberty Head $ .55 1907 Liberty Head $ .55 1908 Liberty Head $ .55 1912 Liberty Head $ .55 1943-1' Jefferson, Die cut $ .25 1944-1' Jefferson, Die cut $ .25 1959-0 Jefferson, 9 looks like 0 $ 2.25 . , , - 7 - U\RGB cmrs 1819 Matron !lead, Large nate F12 1828 Matron !lead, L<J. Narrow nate 04 1833 Matron Head, Drilled 04 1837 Young !lead V06 1838 Young Head 04 1842 Young Head, Large Date 04 (2) 1847 Young Head 04 @$ 6.00 1846 Young Head 04 (2) 1652 Young Head 04 @$ 8.00 1653 Young Head, Drilled 04 . 1854 Young Head 04 _65_ Young Head 04 'lUl'AL: $ 22.00 $ 11.00 $ 4.00 $ 12.00 $ 10.00 $ 9.00 $ 16.00 $ 6.00 $ 16.00 $ 8.00 $ 6.00 $ .50 $ 6,719.35 lIP1'RAISID BY: JO~ d4a:./t' Dennis L. Gotshall, lIuctioneer PA Lie. I/IIU-00230G-L . H & H Chevrolet. fJ1Lifl,,~.>I111o, l'onl11'J1;' IInd Clltlflll1C, Inc PORI: Offlcu 1l0y. YO !;I, l""r~ IfJIll/I-g, PA 1'1257 SEP J'EMIlER 13. 1995 TO: TIlE ESTAn: or C. RICHAIW NYE Sll. 67 WAI.NUT BOTTOM ROAD SHIPPENSIlUr<O, PA 17257 TIlE APPRA I SEa VALUE OF ONE (1) 1979 CHEVROLET CAPRICE STATION WAGON . VIN: lN35L9J299550 WITH 80.412 MILES IN POOR CONDITION. $ 400.00 . T12i:~ NYE M.' '/)l~ SALES MANAGER .H & Ii CHEVROLET QA:CRN ESTATE C.JJ- ILJ~c, ?oj-{ C, Hlchard Ns~ Sr. Hslale 67 Wn I nlll Bullllm Hd ShlI'PunsIJlI/'S, I'^ 17257 From: Tlnwlhy Nyo 11&11 Chc\'rllll'l, Oldsmllhllc, Pontiac, Cadillac & Ouo 730 Hasl Kins Sl Shil'pensbut's, PA 17257 Oulllbot' 18, 1995 To: RE: VEIIICLE VALUATION Dear Executor: Based on my Inspedlon of your two Ford Edsels, Olle beins 8 1957 model, lhe second n 1951J 1II0del, equlppcd wllh automatic lrnnsllllsslllns 8ttd itt Illherwise very rough condltloll Includlnl! rusled lhl'oul!h fUlllle." panels and dry rotted tin'5. I 11111 of the l}Jlinllln that your vehicles have a combined fair markel value of $400. If I can be of any further assistance please call me at 532-2121. ,sI7erQ.I~~ A/ ~11t~ //(... 'lJ)I-- Timothy M. Nye 11&11 Chuvrolet III i ~ ~d ;~..JW HQ:I~ ~~b: " rx ! III I- o i ~ (J ... :I CII Dl ., 4: Dl ... (J~ Ii! !:l~ ~ ~WF.l ~ ;1;~k! It! :(I:5:1,..lI. Q!U1 M lI.~li1ffi o ,'q;plC m li~j~ ~~o~ lI. N~e VI ~~~~~~ ~QOI1l"'o4I o :Cll.N I-ON W:s:: 4: ~O lll~ ~~~Q- l-I..!. :z:!ZZ ....H.... O,,"OVlOOOoooo- O,..ONOOOOOO('l . . . . . . . . . . . Oo.ONOOOOOO'" of t.:l + M liIJ ,- CD ,. ,.. ., WO W :1<1:"-...1 U I1lZQ W:> ~ H<I: l-Dl<l: eW Dl~3!Z:l:S::l- [iJUI <l:11l H<I::I:Z: O<<lJlH:lHl- H<I: "'11l <l:ll.<l:U1Zl-:s:: :>.... "'4::>1111- ..;:>:S:>:>:>XOODlW O(JOLl(JLlW.JOQ.,Z ~ N " ,.. "'l!lO"'VlOI:I:n~o4Io-ex ,,"2:0('lo-,..00-N:n,..0 '1'-1 . I .0 I ..m '0>-0,.. "1:1,,, oo.ex 0<<00 ,,00 ~t-.<t NlI.Ot 01 o:c N,.. 1:1,.. ,.. :s::,.. 0,.. W !II 0 "- III <t lI. UI w (J Ow :5 ZI- ~ ^i:~:s:: In :S::"'o::! 11lZ IIlext-W""l1- 0'" ex:l :I;C:Z: Wo 1&1 Q.,(JOlnw<t UUlI.t-Dl-ulll.lnex S O<tLl III ....Q.,Z I- 0 :>:s:: ... 2:1- :>M.J::lI-.J<l: <t::lZW....O<tH<I:<l:O PlO:::l:lO ...:s:: ::! UOIn Z(JWWZI- "'U:Z:U1ClCZOexO:z:W <t<t<tH>-<tIllQ.,<l:<l:Z . :z: o ~ U Dl o ~ II Z :> (J Q., II 1lI Dl I- ...I II t-. ul I- o :z: II ~ >- <l: "- II M ...I <t :> II N ...I o \~. '~~~ D Dauphin Deposit Bank and Trust Company MAIN orFICE: 213 MAnKET STREET. 1W\R1sauno. PENNSYLVANIA 17101 717.255.2121 Decedent Confirmation Name: C. Richard Nye, Sr. Social Security No.: 210-26-9172 Date of Death (000): 08/12/95 Account No. 0071439803 03800049 03800054 ------------------------ ------------------------ ------------------------ Type Checking Safe Deposit Box Safe Deposit Box ------------------------ ------------------------ ------------------------ Date Opened or Issued 04/23/91 12/05/88 120/05/88 ------------------------ ------------------------ ------------------------ Date Closed or Matured 09/05/95 (Closed) 09/07/95 (Closed) 09/07/95 (Closed) ------------------------ ------------------------ ------------------------ Date of Death Balance $1.565.40 Not Applicable Not Applicable ------------------------ ------------------------ -------- PLUS Location: Location: Date of Death Accrued Int. $.11 Walnut Bottom Office Walnut Bottom Office ------------------------ ------------------------ ------------------------ Joint Oowlers (if any) None Timothy Morgan Nye Timothy Morgan Nye ------------------------ ------------------------ ------------------------ Date of Joint OWnership 12/05/88 12/05/88 ------------------------ ------------------------ ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special Comments: N/A Additional information available at $20.00 per hour. One hour mtntmum. Date Prepared: September 8, 1995 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 ForM 00-020-2tB (REV 7/93) Page 1 of 2 ,^, _ ,..,::';:."et..".....N~..".I;o.<'.....~-............"u.....,..".,.--~--.. __.u., . 'Ih.lll'lllf-l 1)11'41\11 BANk i\NIJ 1HII'o' CIIMI'''N'l'.II''IWI''IIIJHfi. P'NN""I\'ANIA I'^..I l'^", Nil 2 of 2 1.. Charles E. Shields III Hilma: C. nlt:hord Hyo, 81'. SSN: 210-20-9172 OOIl: 08/12/95 Account No. 03800209 03000214 ------------------------ ------------------------ ------------------------ Type Data Opened or I BBued Sofe Deposit Box Safe Deposit Box ------------------------ ------------------------ ------------------------ 12/05/88 12/05/88 ------------------------ ------------------------ ------------------------ Dote Closed or Matured 09/07/95 (Closed) 09/07/95 (Closed) ------------------------ ------------------------ ------------------------ Dote of Death Balance Not Appl icable Not Appl icable ------------------------ ------------------------ ------------------------ PLUS Location: Location: Date of Death Accrued Int. Walnut Bottom Office Walnut Bottom Office ------------------------ ------------------------ ------------------------ Joint Owners (if any) Timothy Morgan Nye Timothy Morgan Nye ------------------------ ------------------------ ------------------------ Dote of Joint Ownership 12/05/88 12/05/88 ------------------------ ------------------------ ------------------------ ------------- ------------- ------------------------ ------------------------ ------------------------ Special Comments: N/A Addttton.l tnrormAtton Av"t lAbl. at $20.00 per hour. One hour minimum. Dote Prepared: September 8, 1995 Prepared by: Carolyn A. Berkebile CUstomer Management Information Dept, (CMI) Telephone No. (717) 255-2054 "V-lIlt".I'''1 T . SCHEDULE H j FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploa.. Prlnl 0' Tvp. [ftroMIlER 21-95-639 C.OMMONWU,IIlt Of '(HNSYIVANIA ItHlUnAucr lAX UIUlU l"IDUH OICIOIUf ard Ny~,-- ITEM NUMBER A. Funoral ExponlO" DESCRIPTION AMOUNT 1. Fogelsonger-Bricker F\meral 1Ic::rre Rev. John Berstecher - services 5,944.50 50,00 325.00 2. 3. SpriD] Hill Cemetary - digging grave Shull-Koontz Cemetery Menorials 554.00 4. B. Admlnl,',ollvo Co.'" ,1. Paraonol Representallve Commissions Social Socu,lIy Numbo, of Porsonol Ropro,enlollvo: Voo, Commission. paid Waived 2. Allornoy foo, Charles E. Shields III 4,650.00 3. family e.ompllon Clolmonl .Domth}L...Ny.. Rolallon,hlp Address of Clolman' al docodon", dealh Slroo' Addross 67 Walnut Bottom Road 2,206.74* CHy Shio~QI,U:<I Slalo PA Zip Code 17257 (*non-specif. devised prop. see sched. E #4 per tit. 20 S.312l) winnw 4. Probalo foo, and short certificates 115.00 C. MI.collanoou. Exp.nlO" 8. 1. Dennis L. Gotshall, auctioneer, for appraisals lIdditional Probate fees 75.00 155.00 300.00 5.00 2. 3. Final close-out and Fiduciary Returns - John laudanan CPA (es ReUnbursements to Chas. Shields: Eliz Curll with Fee Reimbursements. to OlliS. Shields News-Chronicle lIdv. ReiJOOursements to Chas. Shields Ctunb law Jr!. lIdv. 41.90 40.00 4. 5. 6. 7. Reimbursements to Chas. Shields Short eertif. Re.isrbursements to Dorothy Nye: Short Certificate 3.00 15.00 TOTAL (Aha enlor on lino 9, Rocoplrulallon) (If more .pac. h n..dod, InlO" addlllonallhoeto of lam. cl...) 514,652.14 SCllEllULE II (Con\; 'Ill Funora1 F:xpensos, Mministrativo Costs ancl Miscellancous EllpOnses Est:at:e ofl c. Richard Nyo, S\;. fila NO. 21-95-639 9. Filing Inheritance Tax Return $ 15.00 10. Filing 1\ccOWlt (estiml $ 100.00 11. Filing Petitions to Change Trustees (estiml $ 22.00 12. Estim. Costs ~tocopies and certH .lMilings $ 35.00 'lbtal $14,652.14 .'V-UII".V-'" -!Jb SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLlTIES AND LIENS Ploa.. Print or Tvpo I fiLE NUMBER 21-95-639 (OlolMOUW'''UII 0' "WII"VAI..l ''''IIIII''''(lI''I'IIU'U ,ulPun lJlClbWI T TI Of C. JUchard Nyo, Sr. - ITIM NUMIU DESCRIPTION AMOUNT 1. Pulm:lI1ary & Critical Care ~icino, Maoc., P.C. Visa Card Bill Cor 2 Videos $6.79 $24.74 2. TOTAL (Allo .nl.r on IIn. 10, R.copllulallon) (If more .poc. i. needed, imert oddilionol sh..,. 0' .ame I1z8.J $31. 53 - "'''H~~ - n''I'')' ~{1oIM\',.~;;-!;.,-,:u~"-"!~)''''~~'J'''~~~~- _~ "'-~"'--~-".3"'~"'~"'i ,fC1.~..t(~,J.lu:t ':J-/z..11t. ~ /U ad(t,,z- .A.e. it' t.:.lilt. tUl(I_I{~tl) /t: C:lfJfJ(11,,/i;\I.. t:'le/.d4 I'- Ut'b.L~~tth'W I(.!t~.v ?14A't'&J,) tl{2.~ L> % ....t:.rdi CI A.UllIU-Jlitltl/t-1r (?t f; h,. ",4.d 10 10 CI.t &11 /.:lR...tluct. d.dI-t:;. ,', ~I E d~t. ~ /'0 -'J ..1 ) ( "'.'U("jf'jJ, /)1,' ,ud, . .:::r /"-1, ~ 9f; J~? - 2. ).()t,. '1'1 __. __.....I._~_'...._r II, i'f7. f ,5,'" - 1>/11 rfS7.tS- (I:) ~3 , 7 (!<. ) "'ttsJ 8/9, ~ 3 .<J,t.~Ai ill t;:, itw ~I "I I {, f 3. (iJ 'l A4t',~~,.1 Ii f Z, :31, 13S: q~ - ,,,,'lil(,ddp.. ~. Ih !II II.. 11"1 J SCHEDULE J BENEFICIARIES ,,~:Jit.,~ ..'Uht (OMMO......."H or ,hmll\V.f4'. IHHlIlIAHCI 'A' IIIUIH 1I110'HfOIClDfHf UTATE or FILE NUMBER 21-95-639 c. Hichard Nye, Sr. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. A. Ta"able aeque.": Toothy M. Nye 220 Toothy lane Shippensburg, I'll 17257 a. Specific bequests per t:\'lrags. 1, 3, 4, 6, 6a I son 2. (1) Pool table and accessories (2) Pilsner German beer glasses (3) Cherry WOOd bedroom furniture (4) "Maple" reclining chair and footstool (5) 1I1.1 collections of phonograph records (6) Coin collection Frank craig Nye 210 Toothy lane Shippensburg, PII 17257 a. Specific bequests per purags. 2, 5 I (1) 'IWo (2) "0" gauge electric train sets (2) Sony 13et.nIrax recorder and tapes $ 250.00 $ 75.00 $ 300.00 $ 10.00 $1,800.00 $ 25.00 $ 35.00 $4,224.35 SOn see attachrrent for continuation ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmenlal eequ"hl 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alto enlor on line 13, Recopltulollonl S (II more Ipace Is needed, In..rt addlllonal Ihee" of lam. llze) . . -l:.i ,., ~:..'.."" ;\f: .C"__"', ., <:.i'.W'.....,.t'~......"'_,._ . Schedule J cont:inued Estate of c. Richard Nye, Sr. File Number 21-95-63 Item l'b. NnIro and l\cldress of /Jcncficiary Relat:ionship lImt. or shar> of estate 3. Wade Mickey Nye 750 E. King Street Shippensburg, PII 17257 a. specific bequesta per parag. 5: (1) TWo (2) edsels Dorothy M. Nye wife 67 Walnut Ilottom Road Shippensburg, PA 17257 a. Specific bequests per parag. 7: (1) Personal checking account #412-537-568-5 in the Ccmronwea1th National Bank (now Mellon Bank) . 'lhis gift is of no effect by the doctrine of adei1Ftion as the checking account was closed out well before the death of decedent and was never re-opened. b. Life Estate per parag. 9 in Trust of c:amon and preferred stocks. c. All the rest residue and remainder per parag 10. son $ 400.00 4. Zero Residue 5. Harriet Sue Nye Scharfenberg daughter 116 eurmerland Avenue Shippensburg, pA 17257 a. Specific bequests per parag. B: (1) one-half (1/2) share of all ITDney remaining in TOl'JIL CCNl'ROL 1ICCOUNT with METROPOLITAN LIFE, account # 80-040726-2 (2) one-half (1/2) share of all ITDney remaining in Nortllwestern Mutual Life l\ccount # 51-000715-1 ~m.SJ, 'I J 2:l'l,QQ 6. Christy Anne Nye Hoover daughter 681 Louther Street Carlisle, I'll 17013 a. Specific bequests per parag 8: (1) one-half (1/2) share of all ITDney renaining in 'lUl'llL CON'rllOL 1ICCOUNT with METROPOLI'rAN LIFE, account #80-040726-2 (2) one-half (1/2) share of all ITDney remaining in Nortllwestern Mutual Life l\ccount # 51-000715-1 ./71" ~ fol,'uC/.9~ 7. Grandchildren who survive widow as remainderrren of Trust established in parag. 9: i. I "'""""""'~& COMIolQUW(AI11t or rflmnlVAWA IUllfltllANU f,u IIIIU.,4 RUIPWI(UCfPltll SCHEDULE K LIFE ESTATEIANNUITYI TERM CERTAIN mATflSr -~,~-~--,~"~,,-,-~-~-~ 'ILtNOMilfR C, Hleh<1nl Nj'c, Sr, 2.l-I)!j-()&3'J ---i'hl.7ch;dulo I. 'a b-;'-~I.df';-r -~il-li~'"i~ liI.,lolnl or ,u"."lv. iii. ."0'.' o",llo,m '~'-I~inc-;;l,ulaii;;~I,- F~r-J~I;;-oTd~;;ih-;'i;; 12.31.61 and b.lo.. 5.1.89, a<luo,lallo<lo" la, .Ingl. Iii. (OI,ulollo,,, ,on b. loulld In R.vonuo 800klol (REV.15018). for dolo. of doalh on or oli.r 5.1.89 o<luorlo!.!a<lo'~_~lln~~, ~1"U!,.d ir,..I~S_~~!,I!'~~,oll , 1 A57 A<luOlI,,1 Valu.., A!rha Volum.. The In.lrumonl "oatlng Iho Iilo Inlo,o.' It 0: (Ploa.o atta.h 0 c.py olln.lrumonll o Will 0 Inlorvlvo. Oood 01 TIUII [} O,hor ~ --. -~- LIFE EStATE INTERESt CAlCULAtiON NomoI') of lifo Tononll.) Dol, of Dlr.h Pr...nl Ag. T.rm of Year. L1f. E.tat. I. Pavabl. _..__._ (NoolI'.'..!,I'lhdoll 1)-3-29 66 ;fj/ lifo or rJ Term 01 Voo" Dorothy ~l. Nye o lifo or 0 To,m of VOOll o life or 0 Term of Yean _ o lIfo or 0 Te,m 01 Voo" df 1 bl (seeschedD) $86,165.00 1. Valuo of fun rom which LI . E,'ol.(.) I. paya .: ..,........................,..,.......................... 2. Aduorlal fador p.r approprlol. Tabl. .........~g~?g..J1'i~.J9.~,t;~.J;"!1..!?t;,\:!;1,c;:1~,~L...... - 52,233.22 Inlor..' Tablo ral. . 0 3Y,% 06% [J 10% [J Vorlobl. Ral. (see letfers) % 3. Valuo of LIf. E.lalo (L1no 1 x LIne 21 ....,...............,..!1!~..,~~.t;.t;.~.J;".~...'.l,t;,\:!;1.C;:,,1~.L...... $ 33,931. 78 , . , ANNUITY INtEREst CALCULATION Nomol'l of Annullonll.) Pr...n. Ag. INoor... Slrlhdov) T.rm of Vear. Annuity I. Payabl. Oo'e of Shih o lIfo or 0 Term of Veoll o life or D Term of Yeors D life or D Term of Yeors o life or 0 Term of Voon I. Valuo of fund from whl.h annuity" payabl. ..,....,..........,............ S_ 2. Ch.ck approprlal. block b.law and .nl.r corr.spanding (numb.r)In column ................,.... Fr.quoncy of payaul. 0 W.ekly (52) (J DI.w..kly (26) 0 Monthly (12) o Quorl.r1y (A) 0 S.ml.Annually 12) 0 Annually (1) 0 Olhor I 3. Amaun' of payaul par p.rlod..................,..,....,........,..,............,..,................,............... A. Aggr.galo Annual paym.nl, L1n. 2 x L1n. 3......................,....,..............,...................,.. S. Annuity Factor ('.0 In.'ru.llon.) Inloro.1 Tablo ral. . 0 3V,% 0 6% [] 10% [I Variobl. Ral. % 6. Adju'lm.nl foclor ('00 in,'ructlons) ....,........,.........,..,......,..........................,.................. 7. Valu. of Annullr. . If utlng 3Y,%, 6%, 10% or iI variobl. ral. and p.rlod poyoull. 01 .nd of p.riad, .al.u alion Is: L1no 4 x Line 5 x L1no 6........,.....................,.........,.......,....... If u,'ng varioblo ral. and p.rlod payoull. 01 b.glnnlng of p.riod, ,alculollon Is: (Line 4 x Line 5 x Line 6) . Line 3. ...................................... NOTE. Tho volu.. of Ih. fund. which ".010 Iho abov. fUlur. Inl.,.". OIu,l b. r.porl.d a. porI of Ih. E.lal. Au.", lIn. 1 Ihr.ugh lIn. 7. .Tho Ro.ultlng W./Annully Inl.r."ls) .hould b. '.porlod allho apprapriot. lox rolo on lIn.. 13, 15, 16 and 17 as reqUired. Rf.Y.t649 E),I (1m) '* scm:UlJU; 0 TItANSn:ItS TO SllItvlVING SI'OlJSI~ CUoUltlWl'.AI P1U'''''''tI.VNUo .....nAHlllrA.lUtuaH ""111111 ',"lJ1ltll' ".lIT^TF.O" .'Ut-Numb.., c. RLchartl Nyo, 81:. 21-95-0639 l'AftT A: .:nler Ute dnaipllun and v.lue (If .lIllllt'('IU, hlllll ,...hle .lId IIUII.lu.hl(', ,rClldltu 1I(lo"llJOII. (nd of dtdu~1innt) width au 10 dlCl dtcedtnl'. lur,'lvi" , IUU' lit, "ill. inlt'ltll.' . n Illlunll( law, Of ulhrrwl,c. Descri ,lion of Items I 1'ostrunentary 'l'rust COI1lx>sed of stocks and bonds (see schedule n) by UlC teUM of which life tonant is to receive Ule incare for life. Mthough Ulere is an invasion right, it is according to an ascertainable stanQard and the 1ike1illoocl of any actual invasion is virtually nil Amount $ 86,165.00 (adjusted per schedule K = $33,931. 78) 2 Rosidue of the estate: $ 2,206.74 3. Joint property - joint less than one year 4. 1M, annuities, etc. Mellon PSFS (see Ur attached) None $ 2,863.13 "art ^ Total: Enltrthe amounlalto\\n on the 'tel iltll'llofl.l~ Il1lho IJ,udrlll lurunltlllnn Scortlon. Elecllon To Subject Prol,er1Y To Tas Under Section 21IJ(A) As A Talllble Transfer Dy This llccedenl. If. bust or .intll., arranltment "ledI the fequirhnentJ o(Srction 2113(^), Ind: .. 1110 ltust or similar IITUIStnltflt I.lidw no Schedule Ot and b. 'l'he value orthc trult or aimilu anlJlcctn~nlll mitred in "hole Of In put u an uset on Schrdule 0, Ihtn lhe transfcror'l renonal reprcsentalh'C may If"<<ificall)' Identify the trus' (aU or a fradloual ronion Of (1CIctnllge) 10 be lnc:luded In the cledion to hIVe lum hnst or limilarpmpa1)' Irc.aled u atauhle transrer In lhi. ntale, If leu than the enllre value of lhe lrost Of limilar ('toper1)' I. Included al a laxable transfer on Schedule 0, die penonal 'C'prC'r~1I1ali\'e .h.1I he considered 10 hne made dlC cl<<llon onl)' U 10 a rraction of lhe Itu., or almllar anaJlgemcnl. Tho numenlororlhl. fraction I. ~lIallo U)l: Itnotllll oflhc Inlll tit .lmiln a"angentenllnc:hukd al al.Klhlc auel on SchNulc O. 1111: lknomln.tor it equ.1 to dll: 100al v.luo oelhe bUll or .Indlu urangem~llt. KU~crl()NI 1)0'y01l el..eI und..r Sullon 21 JJ(^) .0 hul u. 1...L1.. Ir..ufn In Ihl. ...Iale all or I pot1lon ot.'nul or Ilmllar .mnltm..n. ern',," tor Ihe IDle w" orthlJ dtttdtnl'a aunhlnllpuull' durinl Iht .un"hlnl .pount. ..nUn UttUmt1 YES I XXX I NO D Sllnalurr n.t.. Null': Jrlh.. tltclllln .pplln 10 mlltt III.tllIllr Irud fir .11Il1lar arrall~tllltut.llu'II.11trar.lr funll ",utllJf' 11~lItd aud nltd. Part IJ: f.nler Ute dnaiptlon IlId v.lue IIf In inltlell$. huth tlllahle .nd non'lnahle, legardleu Clr loc.lion, (n~1 of dWUdlons) "'lich 10 tho lkccdcIlI'I'Ut\'iviIlBlpt1use for "hit-II. Sed Inn 2113 (A) election is helllg m....e. Descrl lion of Uems I Sane as item 1 of Part ^ above. Nnaunl $33,931.78 to be taxed at 6% rate. (See corresp.attached' flit UTolal @ Mellon PSFS' Itt..hlllllCl1ll'lullI 1'.1l. 110. .I~:IO 1',lIoOOI"IiIIl,I'A IUIIII.I&20 September 12, 1995 REI INDIVIDUAL RJn'IREHENT ACCOUNT c. Rici.ard Nye Sr. Ilcceased SS, 210-26-9172 RS, 91330 Dorothy H Nye 67 Walnut Bottom Road Shippensburg Pa. 17257 Dear Hrs.Nye, In compliance with your authorization, the above-captioned retirement account(s) has been closed and the value deposited to a Beneficiary Individual Retirement Account (IRA) in your name.. ORIG NEW ACCT# ACCT# ORIG ORIG INT TERM ISSUE DT AMT. RATE MATURITY DATE 43Q-OOI04Q-C 207249 09-19-94 2,863.13 4.7840 30 H 03-19-97 As an IRA Beneficiary or participant, you will receive periodic statements which reflect the account activity for the year. Sincerely, a.~ C.B8rk<ir Retirement Plans Representative (215) 553-8080 ~. I II- " .fij~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL T AXE8 DEPARTMENT 260601 HARRISBURG, PA 17126-0601 Telephone 717787-1794 October 31, 1995 CharleB E. ShleldB, EBq. Mellon Bank Bldg. 2 WeBt Main St. MechanlcBburg, PA 17055 Re: Estate of C. Richard Nye File Number 2195-0639 Dear Mr. ShleldB: ThIB IB In reBponBe to you letter dated October 20, 1995 concerning the valuation of the above decedent'B eBtate for Pennsylvania Inheritance Tax purposes. If the life tenant does not Intend to Invade the principal of the account, your calculation of a simple life eBtate as Btated in your letter should be correct. However, the valuation cannot officially be accepted until the tax return Is filed and the Department has had an opportunity to review the return. Since the date of death In after January 1, 1995, you !!lust C!l-,!!p!~tEt..ss:had.ule 0, which Is encloBed for your convenience. You must also complete Schedule K for valuation .qf.lh!lJ!f.~Lestate. f ____--,.~_... --........ . ....-. You may contact me If you have any further questions. . SlnperelY, Y~M{)' Q. }j/)'lVt-t( Ms. Shawn E. Young Trust Valuation Specialist Inheritance Tax DlviBlon (~J The following Instructions are a draft of the Instructions that will appear In the Pennsylvania Inheritance Instruction Booklet due for publication In the fall of 1995. This draft Is not for publication nor reprint without written permission of the Inheritance Tax Division Pennsylvania Department of Revenue SCHEDULE 0 This schedule Is used to report the value of property that passes to the decedents surviving spouse. It Is ap. pllcable to estates of decedents dying on or after 1.1.95. This schedule must be completed If the decedents sur- viving spouse Is the sole beneficiary of a trust created by the decedent or If any Interests In property pass solely to the surviving spouse. Act 21 of 1995 provides for the Inclusion of a trust or similar arrangement that Is for the sole use of the surviv- Ing spouse during the spouse's lifetime as a taxable as- set In the estate of the surviving spouse and not as a taxable asset In the transferor's estate. The estate can elect to Include such a trus~ or similar arrangemen~ or portion thereof, as a taxable asset In the transferor's es. tate. This schedule must be completed whether or not the election to tax the trust Is made. PART A: ALL INTERESTS PASSING TO THE DE. CEDENrS SURVIVING SPOUSE: Ust all property Interests that pass from the decedent to the surviving spouse that 3re Included In the probate estate as well as ' any Interest In property passing to the decedents surviv- Ing spouse by trust or by operallon 01 law. This Includes the value of a trust or similar arrangement for the sole use 01 the surviving spouse during the spouse's enllre IIletlme. Examples of these Interests Include, but arc not limited to: 1. Assets passing under the decedent's will or by In- testacy. 2. Assets passing by application of law, e.g., IRA's. pensions, In Trust For accounl5, Payable On Death accounts, ele. 2. Assets passing by application of law, e.g. IRA's, pensions, In Trust For accounts, Payable On Death accounts, ete. 3. Assets held In trusL 4. Assets transferred Into joInt ownership or out-rlght within one year of death. 5. Annuity contracts. Include the value of the surviving spouse's Interest In a trust or similar arrangement II the decedents surviving spouse Is not given the sole use during the spouse's lIIellme. Values reported on thIs schedule must be con- sistent with Schedules K and/or M. ) I Do not Include on Schedule 0 Interests that pass to the surviving spouse by right of survivorship If held jointly for more than one year prior to death. The vaiue 01 all assets should be the lair market value on the date of the decedents death net of any deduc- lions allocable against the Interests passing to the surviv- Ing spouse. Ust each property Interest that passes from t1ie dece- dent to the surviving spouse In Part A of Schedule O. Number each item In sequence and describe each Item In detail. Describe the instrument (Including any clause or paragraph number) or provision of law under which each item Is passed to the surviving spouse. If possible, show where each item appears (number and schedule) on Schedules A-G. Attach additional sheets If required. Enter the value of each Item taking Into conslderallon the amount of deductions allocable to the InteresL The gross vaiue of each Item should agree with the "value .. ---,".....---- .----~ Jp '2/J.9! :)0 Oclober 17, 1995 Shawn E. Young, Trusl Valuallon Speclallsl commonwaallh 01 Pennsylvania, Departmenl 01 Revenue Bureau of Individual Taxes Department 280601 HarrIsburg, Pennsylvania 17120-0601 In Rs: Estate of C. Richard Nye, Sr. File Number 2195.0639 Dear Mr. Young: Thank you lor your leller 01 Seplember 13, 1995 regarding Ihe Nye eslale. I am enclosing, lor your ready relerence and convenience, a copy 01 Mr. Nye's wlll. I. RE: LlFETENI\NCY. It Is our poslllon, based on Ihe language 01 paragraph 9, Ihal Dorolhy M. Nye, widow, has only B mere IlIe eslale In Iha\ Ihe lerms used regarding .supporl" IImlllhe Iruslee to an ascerlalneble slandard and also In Ihal Mrs. Nye Is nollha Iruslee. Additionally, she has no and wlll hBve no power of appolnlmenl over Ihe corpus ollhe Irusl lund. Thus any rlghls Ihal she mlghl arguably have 10 supporl would be Ihrough Iho Iruslee and would be sublocllO an ascerlBlnable slandard. Since Ihe dale of dealh valuo 01 Ihe slocks Inlhe Irusl corpus is $66,165.00, we would mulllply Ihal numbor limes Iho IBClor you provldod of .60620 which gives us a IIgure 01 $52,233.22. Deducllng Ihls IIgure Irom Ihe $66,165.00 would leave $33,931.76 laxBble al six (6%) percenl lor lax on Ihe corpus of $2,035.90. Please advise as 10 whelher you are In agreemenl wllh our poslllon and Ihe calculallon. 11. RE: ONE FINAL PAYMENT Also, we should clarlly our posl\lon as 10 any evenluallaxablllly in Mrs. Nye's eslBte upon her dealh. We are ollhe poslllon Ihls inlllal payment of lax should be bolh Ihe IIrst and IInal paymenl 01 Ihe lax duo. We say Ihis becauso her recelpl ollhe dividends and/or any dlslrlbullon 01 principal Irom Iho corpus onhancos her eslale. This Is because she Ihen needs to spend less 01 her olhor monies. Thus Ihore wlll be more 01 her own monies and olher assels 10 . Shawn E, Young Ootober ~ 1996 Page Two rill) be taxed In her eBlate upon her doath. Your pOBltlon as to theBe IssuoB, espoclally part II, IB very Important to UB as we Intend to make an eBtlmated payment In early November. Thank you In advance lor your kind help In this mailer. Very truly yourB, CharleB E. ShleldB, III CES/dJr Enclosure , ,. I i I I'IJ"/j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 260601 HARRISBURG, PA 17126-0601 September 13, 1995 Telephone 717787-1794 Charles E. Shields III, Esq. Mellon Bank Bldg. 2 West Main St. Mechanlcsburg, PA 17055 Re: Estate of C. Richard Nye, Sr. File Number 2195-0639 Dear Mr. Shields: This Is In response to your letter dated September 6, 1995 concerning the valuation of the portion of the above estate which passes to the surviving spouse In accordance with the decedent's will. The present vaiue of a simple life estate using the 7.2% tabie applicable to an August, 1995 date of death can be calculated using the factor .60620 times the value of the trust fund at the date of death. If the surviving spouse does not Intend to Invade the principal of the trust, tax would only be due on the remainder Interest In the present estate at six percent. The probability that the surviving spouse will deplete the trust principal can oniy be determined by her Individual circumstances. You should check the future Interest compromise box on the front of the Inheritance tax return and submit a completed Schedule M selling forth your position based on the Individual circumstances which exist In the estate. If you have any further questions, please contact me at the telephone number above. :'i Sincerely, '\J~W'h Iq./LjtJ.t.u1o/ .Shawn E. Young Trust Valuation Specialist Inheritance Tax Division / J. Paul Dlberl September 6, 1995 Page Two i / earliest convenience. We would like to try to mako estimated payments In advance 01 the three month deadline, Any prompt cooperation thai you can give us In this matter would be most sincerely. appreclaled. Thank you, Very truly yours, Charles E, Shields, III CES:djr Enclosures 00: Dorothy Nye, w/o enclosures :., ,; ;,,~joo 4'---'V,..'d:~".;7 ~;~~r-*,:'z;~*Wr~v~'~~~~"""~;t",!~~"~.l'f#~.\"(";;~W<~,~'~",:~{~ ~,~':.~?' . Chlldron or O. 1l1chard Nyn, Sr. Dac. 30, 199.5 Oharlos It 1 chard Nye, Jr. U. 199-36-2719 1201 Mountain lid. NeMburg, Pa. 17240 (717) 423-6682 Ohrlllty Anns lIye IIccvor (Hrs. AncirOM) 188-36-4910 681 Louther st. Carlisle, Pa, 17013 (717) 245-2667 Frmk Oraig Nys 200-36-9264 210 Timothy Lane ShippenBburg, Pa. (717) 532-29.54 17257 Timothy Morgan lIye 186-36-7450 220 Timothy Lane BhippenBburg, Fa. (717) 532-3002 17257 Wade Hickey lIye 196-36-0909 750 E. King St. Bhippensburg, 1'8.. (717) .532-3665 17257 lIarriet SUe lIye Soharfenberg (Hrs. Kenneth) 1811- 36-4911 116 CUmberland Avo. Bhippensburg, Pa. 17257 (717) HIl-6689 Peter Todd lIye 167-36-.5417 230 Timothy Lane ShippenBburg, Pat (717) .532-936.5 17257 t" i"' ,- t ,. , r \ , r ,-" ft " ,fi ,. ~;\ . ,~ '. ),M,L\\'II.I. MIII.II,~J/'MHN [uE.\:..H1lJ IMUI.Nl'Jl. ~II. 1.1',1111 '1Ii11111 NIl'. Sit" 11111 " II, Shll'l'c"'Io,,,p. ('''11I1''11","1 ('''''"1)', 1'l'IIIl\}lvlllllll, 1,,'ln,! III \1111I11111I111 tll'llll\h1Illllillll, IItt'IIIOI)' 11ll111l1l1Irl"'IIIIIIIIIII.IIIIIIIR"r.111lhll~h ",ulth'dlll'" Ihl, 1111"111)' 1.11\1 Will mul'II"IiUllrlll, hrrch)' II'\'IIUII~ 11IItlnulklllK \'lIltl nil (lilliit" Will", hy 1111' 1'1 nil)' Iltm'lIl'H'lultllc 111:1111', IIUIl'I'IIIl\.' 1'1l)IIIClllllf 1111 Ill)' JIIM Ill'hllli 11111111111<<:1111 C"I~Ill:,C~ n5 "'UUllll" t'UIl\'t'lIlrllll)'lIIuy I~nrlcr 111)' lll'n'nli\". SI'I';CII'Il: 1II';(JlmSTS I. J ltl\'c III)' pnullllhll' 1111111111111 Ihe lu'\.'c~'itllll'~. fur ellllllllll',lhc tllhle l'm'rr.l'ue &llck" hnll !li1'1".llld~, J;llllll'!C rIIek. !loll I,,!: l'(lllIIlt", U\,t.hl'lUllIghl. lIlId Ihe like Iu my ~UII, 'I1mulhy MUlGr'" Nyc. ShulIltl he Illedt'cell!!.\.' 11I1'. Ihell In my !linn, I:,nnk ('win Nye, (^) 111__11I)' t',\llICSS whoh Ilml, ShUlIhllllY ufmesnld lIilln, Tlmtllhy Murgnn Nye, lIiurvin'llIc nllll ht'll-h'cn Ihl__lnhle 1I111111t'l'C~"imlcs,lhlll he keel' lIinch Illhle 111 nile c:nmlltlun nlld thnl, Khuuld he ever 1lt" dililHllicd tn !liell h fur nny rensun whntsftC\'c:r. he should give Ihe nrst dlillll'l' 11I1"ul..lllIse it 'ur It Inlr nllCllen"illllnhlc pti\:e In hi!; hrlllher Frnnk Crnlg N)'e nflltellinhl lIIul/elf nl!lil' hl!li !liI!liICr, I Inflict Sue N)'c SClllufcnlllllg, 2. Ill-h'l' fll)' twu e2) "C)" J!:lIIltc l'lcl'Ule Imlll scl!Ii In my snll, Frnnk Crnlg Nyt'. '111clIic tmln ~cllli ealnc hlll1llll)' hUlI1e IlIUllUl' III Indmle cnglnc!Ii, Cnl!li, hock, liwilchelli, hlllllllllg~, c111llpmenl, wire, "rullhc like, ~. I gh'c In In)' !lillll, Tlmulhy Murgnll N)'c, the lIict uf I'll!Iiner Genllan IIcer lllrm.clIi which he gnve me nil hi" rctum from GcnuAny, 01. . ,. Tn In)' !lillll, Thulllhy Murgnn N)'l', 11\I\'c nil my cherry wCHd hechuum fllfllllurc which WIt!li glvclllu IIlC \,helll Wlt!li IIvll111 Al hUllIe b)' fII)' mulher. Jnnel Micke)' Nye I'nll"r, Snh.! fllrlllllllC Inl'lutlclIi tllle (I) 1lll\IIllc IlCllj ellle (I) IIIC~~llIg lnhle wllllllll.wr Gild chnlri one (I) Inlge chc!liluf dfll\\'C'~i IIIIC (I) !lilllllll chC~l (If dtllwer!li (kclIl for lIiCllIIC YCl1Hi 11111I)' ~(lll 'lll11l1lh)", uKlIn)i Iwu (2) IIIlllching I)(,lhillc Inhlc!!i une (I) t'edArchesl; nnd one (I) rccllnlngchnlr and fool SIOOI. {It IlIi IJOlIisihlc llulllhe rl'cllllln~ dllllr lUlll flHl1 JliItH,I.crcHl'CJ 10 ml~11I nnl he nC:lw,1 cherry hull wnnl Ihem to he lti\'t'11 RilIl,er lilY hl~lrllctlull5 ncvcllhclc5!!i, Shuuld my ~on Tlrncnhy prcdece"sc me, lhen to my 'on, WAde Mickey Nye. .' .,~ .,' ',' :-:T~~'!"":'l"". ~ ' .;.. ."', .., // the "hllte Ihl'll'Ur.ll~ Ihe TIUMrc III hlllllu'lli'llllll hl'llc\'C!lIlCl'CIi!illl)' hll lhe "I1I'IMIII uf 111)' "lIhl wire. /. ^. Hlll'JJJ,\IlU III ('\"'lrl\llI.' III" ,1i'rH'liull hl'll'IIII1",'I. lilt' TIII\ln' "halllltkr hlltll'IlIl,ltlt'lIIlinlllhc hll'UlIlC,l'U'"IIlP l'lIl'ill'II)', !l"OIlH'I:' 111111111111'1 Mum"'" 1llll'rclJllur Ill)' 1\11111 \\Iho, hl!tether with All)' IlIher rnclm "hklllhc Trmlt'C' lIlil)'Ih't'IIII'"'lIlm'III,lm:lullIIlJt Ihe III'CUMulllclllllnnm:ruf IIvhlKuf illY 1I1lhl "lfl',lll1llll'l'tlllulll'llulrl'lhc CdUlU\llllllllf lk.'rIiClnlllll'II\lIllH'C~ nI n I:umlillnll fur IIIl1klll" IJI!ihUlliCIIICIIIS IIlUh.'r Ihe lIulhullly uf thl!i l'illng'''l'h. The jlklltll1clllur the Trustee n~ In the IlIlJpricl)' lUlll alUUllIlI uf nil ,,"d111ll)'lIlCIIIJ "hllll he l'U1ll'lu!ilvc. NIlIWhhMIlI1lIiIl~ 1111)' Plllvl!ilnn III lhe (.'UIIUlll)'.lhc 'I'I1IMC:C ,.,lInllllul t1IMlihule luilldll:ll ('x(.'('111 \\lIhllllhc Mlllldlllll!'i Hf IIIICllllllltc\'CllllC Code ~Ct', 2011, II. EVIIJI'NCE 01' NI:EIJ '111c TIII!litt.'c 111:1)', In lis tll!liCrClllIlI, ICllulre R!Ii n (.'ulltlillnn IIIcccl.Jellltu Ihe dlstributiun of Rny Trllsl 855ets fUf slIl'lKllt ur Ot.lvAIIf.:CIIlClIt, IhAllllY sAIlJ wife furnbh evidence of hrr nllAneinl C:lmdilhlll,lnwnlc Cl1lllln~ (.'1111:lclt)',IlIIlJ I1s~cl~,11l furlll Anti cunlclIl satisfActory 10 Ihe Trustee. '111e Tf1I!litee 511nll he entitled lu rely uJlun Ihe wrillen ccrtlncntlun of my l\:AltJ wife or any gUllrdlan lIr puwer IIf lluumey Drill)' 51111.1 wife ns 11.1 the nlltute nlld exlenl uflllY snld wife's news fur SUJlpur1t nml the 11I1l1lclllll1C)' uf lilY snid wlfc's rC!iIJ\II\.'C5 nl'ntt frum thc Trust. '111c Truslee shllll nlll bc Icclu!ret! tn mllkc fmthef hlllllhy 1l51U the RUlhentldlynf Ihe fnct!!lio C'elllfied. Co IllliEl'llBNl'E!\ III cXl'rcisill~ 115 diS""lctilln h,,'relllldcrt ll1e 'l'rU51ce 15 tu "'Ull!lihl,,'r Ihe IIced!li of my snitl wife fur suppurt during lIer lIfetlmc 05 tlu: primary IIIIrp05e uf this Tru5l, e\'cnlf Ihe satisfocllon of such needs n:llulres Il1vo!lilon or the entire Trus1listate. IJ. SlJCCHSSOIt'l1tlJSTI:ES Jr, In IlIe tllSCICtlUIl lIf lilY Tr1l51cc,Ihe Ilrillcll'al lIf Ihis Trlls1 hecomes so low thM coMs ami mllllllllll11 fec schedules make II imprnctlcahle rur my TllIililec tn euntlnuc tn serve In Iluch cnpncltYt IlIen Iherehy applllnt lilY ~tJI", \Vntlc Mickey Nye and Thl101hy Morgan Nyc to m:rvc as succcssor truslees, 4. Should my snkl wife hnve I'rcdc,,'en!icd I1Ic,thenl give thcsc slmfC5ltut..lItIlY valuablc rights which utlllch thereto ur 111C IllocC'ell5 frulll a liinle ur the SAIlIC hy lilY Ihccutllr urTnr5tec to he dlstrihuted ((Iually amungst my grandchlldrcn who survivc me. Should, howcver, lilY wife nol prcdecease lIle, hill ill5tcI\d dic during Ihe tCIIIl of Ihls TruM, thcII e'l"lllly to lilY grnmJchlltln:n who ore surviving ollhe lime uf my sold wife's dcath. ., ., .tJ~ . . ~. , -~-----~--, ';;' \ ~ '.,' ,,:::~." .., /' -c. / II h: III)' \\1\11 111l1l1ht'M~ Mlt!.~'" he '''I1II1l'1! P1l1lll1\lIlhuh'1lln kind In fltl n, IllAY he 1\'1\\011111111'111111 TI'A\lhlc lilith', the 1.'1"."11I11\1111I1'\'\, Jill'll! fll\'l' 11111I)' n."'4.'UIUl Itr Tlll\ll'C', nlillhr t'RIC lIIil)' ('t',llIl' .1}thl,lIl1lhUIII)'t IIIhll'u\\l'lllIllhlllllllll' "lid. "hu",'11I1 MUI.'k In III)' Anhl ~ullllkhlllhtl1l 1'"whlt'llthl11 ""l1l11ll-n"": ""'lIh"lIk'lIl \'1m 1"-' H';u,:hl'c1ll11ttlllg\t l!lemur their ~IIAUJhllU 811 In \\'111111I .111111111 lllke "lIkh l'ilIlklllat ,hall". II 1IIIlIIlY H'lt\1I111111 nlllknhlr \rlllrfllt"nlllll1ullenl'l,,:tI ftl1lUltl 1111 uf Ihe 1I1"nC'III11I,,-,lJ ~lnl1lkhihllCIl ur Iln.-1I CtllUlIhm5,lhcn Illiltcllhlll nl15hnrt's be Illjuldnlell 1II1L1 dl5UlhlllClI n!li l;n~h. IIJo:SIIHm Ill. All the ICSI,lcslduc oml It'lItnlmJcr ur lilY CSIOIC, rcal,lIcl50lInl, or mixed, wlulIsocvcr and whertsocver 5huRle. I give. devise nnd hctluCIUh 10 my. wife. Unrulhy M. Nyc.lu her own use and benenl nbsuhllely. II. III the e\'enl, huwever. Il1nllllY wife should predecease lIIe, or should die II aboulthe lame lime os I die. 511Ch n~ ill n dl~nMer CUII1I11UII tu bOlh of us. I give, devise and betlUCDlh my estale In ClllIlIl!llmlCli In illY !ic\'cn (7) l'hildlcn IHUlll'd Rlj fullllws: (I) C.IUchnrd Nye. Jr., (2) Tlmolhy ~1"'~nll Nye. (3) IIlInl.1 SlIe Ny. Schlllrcnhlll~. (~) W.de Mickey Nye. (S) l'tler 'I'lI,11I Nye, (6) Frnnk Crnlg Nye, nnll (7) Ch.l"y ^nne Nye "UlIver. 12. I 1101ll11l"tC, cumllilule alltl lIJ1pulllll1lY wife, Uomlhy M. Nye, to he the H~cctllrl~ of lhls. my Lost Will oud Tesloment, I( !lhe shuuhl (1roocccnse me, or for nny other rca5tJlt be unable 10 net, or to conllnue to nel o~ lillCh Hxccuuht, I npJlolnt the l>nuJlhln I>c(lOslt Uank Dlld Trusl Company lu he the ll~cc'lIur In her Illnce nnd Mend. I fUflhcr dheellhntnchher of them 5ho1l he rcllulrtd 10 nlc hond Uf olher sccmll'lllllhe orncc of Ihe IteglMerofWllls for the IlUfJlOse of ndmlnlsterlng 111'1 l!stRle. 13. I Ruthurl1e Ami ClllllUwer 11I'1 I'crliunAI reprelicllIAtlve,ln her sule and obsulute discretion. to purchase ur otherwise nlocluhc nnd relaln OilY Investmenls of which I cJle seized, or nny real ur Ilcrsollnlllfopelly uf nny nnlure; 10 sell, lense, J"cdge. murtgAge, tronsfer, exchAnge. cJlspuse of, or gmnl oJlllulI! III regRnl Iv nny or alll'lUperly uf any kind funninG 0 pnrt of lilY I!slnlc furlllch lenns nnd such prices AS she limy deem Advbnble; burrow mUlley fur ony pur(lOscs cunnecled whh the prnlcctlull And I'leservt1tiulI of 11I'1 EMole; tll lIIulIgnge or Illedge nny renl or persnnnll'mpcrty funning a part of my Estale. or 10 jilin In ur SClomc Ihe l'ol1l1lon of ~lInei 10 cOlllpftlll1lse nn)' claims o ,l(:'./ ".0 '1.'...1" " -~ :.' __0____ :. l". ...01,.1,.... to ." . , ,/ .' II' ,11'lIlIllIII" IIf 111)' H"'lltl~ "ItnlmllJlheu III uf UlhClIll"llhUIIlt)' ItAlnlC'i In IUtI"-e dhUlhutlun In kind 11I111111 \.'PU~C .,n)' ,lUll" hi he "UII1Ilnr.,.d "J I'Rlh, Ilfllltrl1y 11111I",11\,"1".1 flRCllllnnt .lmll~lln Illtll'Cl1)' ,lIIh"1O'1I111I ~llUlln"1I nil)' "Ihl'f .11l'Wi ""11111 r.I.t't1I~ Rlltl,I('II\'(', ~lIdllll""11IlK"U. R!' limy he lIC't'tIlIU)' In "1111)' ""(1111)' uf IhC'u' pmH'lli. IN WllNHSS WI IHllH01',1 hllvc hmllnlll "'I illY Imn" 01111'.0111,1. -M& ""Y IIr Juno, ^.U. 1992. -. __~'~'-v\\"",,&J~y~,- ~'l.. (SUM.) Sign.". ocol.". I'"hllo"." on" "cellll." hy Ihe ohove.n'llIc" C.ltlCIIAlUl NYIl, SIt. a. Rlld for his l.n'il Will nlld Tr5trunenl.In IhC' lue~elk'e uf 115, who al hill rctlll~t pnd III iliA presence. alld inlhe I"C5CnCe uf eAch uthC'r. huvc hClculIIu 5ub5Crlhed our nnmes ns witnesses. _{!Ju&# /! ~~L4J..!!L. "r:- /.-j~lJ..a 1'2. ckMl.- .'. !.;:,....I!jl,;;.~1'R' ~...;. '. .., _. -. ~- _....- '... -. -- -. .-." - -... -.._.' <--. "..~. .--- >--- --- --..~. .-- -.... -~ --_. ~- .._.~-- RECEIVEO fROM. & ACN ASSESSMENT '=' CONTROL iii NUMBER AMOUNT I','" SHIELDS CHARLES E III 2 W MAIN STREE1' 101 'l::1::1.UO ! . .. ,~ MECHANICSBURG, PA 170~5 ". w, ' POlO "'" ESTATE INfORMATION. m fI MI R U el-199~-0639 E1 NAME OF DECEOENT lAST) NVE C RICHARD SR II DATE OF PAYMENT II POSTMARK COUNTY SSN 210-e6-917e (FIRST) (MI) SEAL DOROTHV M NVE C/O CHARLES E SHIELDS III ESQ CHECKfI 1209 m TOTAL AMOUNT PAID '1~~.00 DO REMARKS .-- . RECEIVEO BY ;' " 'l. :"" , . '.-' .. Sl~GNAJUU REGISTER OF WILLS MAR V C. LEWIS REGISTER OF WILLS i _.-----------~~._--~.~~---_._----~~~~-- . . .;' .~. .j I ~' \. ~. . .... r .' , ,_.. ---. ...- ..--. ~~.... ...u __~_,___. . . "',__n, , r::'- _A_ :-. - ;.~ -.'. o- f I "- .. -"'-~"."'-"" _.~ .-'t..,. " FIRST AND FINAL ACCOLM' INCWDlNG PR/"lPn,CU:D D1RTRIRI JTK'lN OF DQR(')lHV M. NVE I=XI;CLlTRIX OF THI; ESTATE OF O. RICI-lARD NVI;.. aR. lATE OF SHIPPENSBURG TOWNSf.iIP. CllMRI=RlJ\ND COUNTV.PENNSYLVANIA.DECI=A..~s:n EBtate No. 21.95.639 Date of Death: Lellers Granted: DateB of PubllBhlng Notices In the ShlppenBburg NewB Chronicle DateB of Publishing Notices In the Cumberland Law Journal Covering the Period AUgUBt 12, 1995 AUgUBt 26, 1995 AugUBt 28, 31, September 4. 1995 Septamber 1, 8, 15, 1995 August 28, 1995 to March 1, 1996 PurpoBe of the Account: Dorothy M. Nye Executrix. offerB thiB account to acquaint IntereBted partleB with the tranBactlonB that have occurred during his administration. The account also Indlcetes the proposed dlBtrlbutlon of the estate. It IB Important that the account be carefully examined. RequestB for additional Information or queBtlonB or objections can be discussed with Dorothy M. Nye, c/o Charles E. ShleldB, III, Esquire, 2 West Main Street, Mechanicsburg, PA 17055. P.ARI F;AtAtO! tooE ~tnric.A And Ronda: 1, AT&T 2. Amerltech 3. Bell Atlantic 4. Bell So. 5. NYNEX 6. potomac Elec. 7. Wash Wat. 6. Wise. Energy PARh And Ml~.AIlRnAOuS: Com, Com. Com. Com. Com. Com. Com. Com. ~r;Cr;IPTS OF PRINCIPAL 300 shs. @ $51.75 292 shs. @ $47.9667 192 shs. @ $57.626 198 shs. @ $65.9687 204 shs. @ $44.0312 200 shs. @ $28.2812 800 shs @ $16.5625 200 shs. @ $27.0937 $ 16,625.00 $ 14,006,86 $ 11,064.00 $ 13,061.80 $ 8,982.36 $ 5,658.24 $ 12,460.00 s; 6.419.74 S:88.166.00 1. Assorted Items of personalty as appraised by Dennis L. Gotshall, Auctioneer (appraisal sheets attached) 2. 1979 Chevrolet Caprice Station Wagon, VIN. 1 N35L9J2999558 3. Two Ford Edsels (1957) and (1958) 4. Proceeds 01 metropolitan Llle Insurance Policy on the Llle 01 Frank Hollar, Jr.. 01 which decedent was the ultimate benellclary 5. Checking Acct. No. 0071439803 at DauphIn Deposit Bank and Trust Co. 6. Interest accrued to d.o.d. on Item #5 7. Total Control Account with Metropol\lan . Llle Insurance Co. #80.040726.2 8. Northwestern Mutual Llle Account #51-000715-1 Funeral Expense JOTAL RF;CEIPTS OF PRINCIPAL DISBURSEMENT OF PRINCIPAL 1. Fogelsonger.Bricker Funeral Home 2. ReV. John Berstecher . services 3. Spring Hili Cemetary . digging grave 4. Shull-Koontz Cemetery Memorials $ 6,719.35 $ 400.00 $ 400.00 $ 2,206.74 $ 1,565.40 $ .11 $ 353.12 s: 2.449.81. S14.0A4.6D S:100.269.59 $ $ $ s: 5,944.50 50.00 325.00 654.00 S:6.873.60 FAU and CommIRRlonA! 1. EKecutrica's lee8 to Dorothy M. Nye 2. Attorneys fees to Charles E, Shields III (reserved) Family Exemption: 1. Dorothy M. Nye, widow . Informational note: this Is taken from non. specifically davlsed property as per PEF Code section 3121. Mlscallaneous Probate and Administrative Expenses: 8. Probate Fees and Short Certlllcates 1. Dennis L. Gotshall, auclloneer. for appraisals 2. Additional Probate fees 3. Final Close-out and Fiduciary Returns John Laudanan CPA (estlm) 4. Reimbursements to Charles Shields: Ellz Curll with Fee 5. Reimbursements to Charles Shields: News. Chronicle Adv. 6. Reimbursements to Charles Shields: Cumberland Law Joumal Advance 7. Reimbursements to Charles Shields: Short Certificate 8. Reimbursements to Doroty Nye: Short Certificate 9. Filing Inherltanca Tax Return 10. FlIIng Account (estimate) 11. Filing Petitions to Change Trustees (estimate) 12. Esllmate costs photocopies and certificate mailings Inheritance Taxes: 1. Eljtlmated payment to Pa. Depl. 01 Revenue 2. Request for refund of Debts of Decendent 1. Pulmonary & Critical Care Medicine Assoc., P.C. 2. Visa Card Bill for 2 Videos Waived 1 4.8S0.0014.860.00 s; 2.208.7412&208.74 $ 115.00 $ 75.00 $ 155.00 $ 300.00 $ 5.00 $ 41.90 $ 40.00 $ 3.00 $ 15.00 $ 15.00 $ 100.00 $ 22.00 S; 35.00 S 921.90 $ 1,900.00 s;. 131.85 S;1.768.15 $ 6.79 s; 24.74 S; 31.53 TOTAL DISBURSEMENT OF PRINCIPAL $16,461.82 RECEIPTS OF 1Nl'.oME: DlvldendB received on Btock owned In the single name 01 C. Richard Nye, Sr. Bince hlB date 01 death, to wit: AUgUBt 12, 1995 Wisconsin Power & Light (thiB Btock, only, IB held by Quick & Reilly and checks come from U.S. Clearing) WaBhlngt(ln Water Power Potomac Electric AT&T Amerltech Bell Atlantic Bell South Nynex Wisconsin Power & Light Washington Water Power Potomac Electric AT&T Amerltech Bell Attantlc Bell South Nynex Wisconsin Power & Light (U.S. Clearing) (' Information note: Interest accumulated on Northwestern Mutual Lllfe Insurance Policy #51-00715.1 was $26.87 and has been shown as Included In the total amount of Insurance proceeds and has been Included In the proposed distribution thereof to HarrlBt Sue Nye Scharfenberg and Christy Anne Nye Hoover). AUgUBt 28, 1995 Sept. 15, 1995 Sept. 30, 1995 Nov. 1, 1995 Nov. 1, 1995 Nov. 1. 1995 Nov. 1, 1995 Nov. 1, 1995 Nov. 27, 1995 Dec. 15, 1995 Dec. 29, 1995 Feb. 1, 1996 Feb. 1, 1996 Feb. 1, 1996 Feb. 1, 1996 Feb. 1, 1996 Mar. 1, 1996 $ 97.00 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ s; 248.00 83.00 99.00 146.00 134.40 142.56 120.36 97.00 248.00 83.00 99.00 154.76 134.40 142.56 120.36 98.50 s; 2.247.90 (* Informational Note: Interest accumulated on Met Life Total Control Account # 80.40726-2 WBS $1.08 and has been shown as Included in the total amount of account proceedB has been included In the proposed distribution thereof to Harriet Sue Nye Scharfenberg and Christy Anne Nye Hoover). DISBURSEMENTSOFINCOME:.(to Dorothy M. Nye) INCOME RAlANCE ON HAND: $ 2,247.90 o \ _' '_,.......4.__'-....~,..:..;._..'.~...,........;.. ~'.. :.....;;.;:.,C."..;~:"../;;..\..,...."'-_ ."...... RECAPlnJLATlON~ TOTAL PRINCIPAL RECEIPTS .Augmantatlon of fund by Dorothy M. Nye TOTAL PRINCIPAL DISBURSEMENTS TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS BALANCE ON HAND FOR DISTRiBUTION (.Informatlonal Note: Dorothy M. Nye has augmented the principal receipts fund by the amount shown to protect the specific bequests and the common stock funds In their entirety and to eliminate any need to sell any of the same to meet taxes, expenses, and the like) $100,269.50 $ 2,357,32 $ 16,451.62 $ 2,247.90 $ 2,447.90 $ 66,165.00 pROPOSED SCHEDULE OF DISTRIBtmON 1. Tlmoth M. Nye 220 Timothy Lane Shlppensburg, PA 17252 a. Specific bequests per parags. 1, 3, 4, 6, 6a: (1) Pool table and accessories (2) Pilsner German beer glasses (3) Cherry wood bedroom furniture (4) "Maple" reclining chair and footstool (5) All collections of phonograph records (6) Coin collection 2. Frank Craig Nye 210 Tlmoth Lane Shlppensburg, PA 17257 a. Specific bequests per parags. 2.5: (1) Two (2) "0" gauge electric train sets (2) Sony Betamax recorder and tapes 3. Wade Mickey Nye 750 E. King Street Shlppensburg, PA 17257 a. Specific bequests per parag. 5: $ 300.00 $ 10.00 $ 1,800.00 $ 25.00 $ 35.00 $ 4,224.35 $ 250.00 $ 75.00 (1) Two (2) edsels $ 400.00 ",;_.., ,;.,....,..,.~.....\ .._" ~,.,;.~,'->";,;:"i-~4'i;lNt"~.~' _:i_,*~~~;~:j~"~~_'~~:~~':'i'-':';:"'./f!JW' ,_' .' .C-", ,......._ _. . . __........,.'-"'''__-.........,;..;r>..'...' .',-, ,.~.,;o._.'.- '" _,r .. .~ "r . .. _ _" ,.".'~ -,ow''""'" ...-......~ _,H 4, Dorothy M. Nye 67 Walnut Botton Roed ShlppenaburQ, PA 17257 a. Speclllc bequaBII per parag. 7: (1) PerBonal checking account 1#412-537-568-5 zero In the Commonwaalth National Bank (now Mellon Bank.) This gift IB of no effect by the doctrine of adBmptlon as the checking account was clOBed out well before death of decedent and was never re-opened. b. Ufe Estate per parag. 9 in Trust of common and preferred Btocks. c. All the rest reBidue and remalnder per parag 10. ReBldue 5. Harriet Sue Nye Scharfenberg (daughter) 116 Cumberland Avenue ShlppensburQ. PA 17257 a. Specific bequeBts per parag. 8: (1) one-half (1/2) Bhare of all money remaining $ 176.58 In TOTAL CONTROL ACCOUNT wI1h METROPOLITAN LIFE, account # 80-040726-2 (2) one-half (1/2 Bhare of all money remaining In Northwestem Mutual Ufe Account # 51-000715-1 $ 1.224.94 6. ChrlBty Anne Nye Hoover (daughter) 681 Louther Street Carlisle, PA 17013 a. Speclfic bequests per parag 8: (1) one.half (1/2 Bhare of all money remaining $ 176.56 In TOTAl. CONTROL ACCOUNT with METROPOUTAN LIFE, account # 80-040726-2 (2) one-hall (1/2) Bhare of all money remaining In Northwestern Mutual Ufe Account $ 1,224.94 # 51-000715-1 7. Grandchildren who Burvlve widow as remaindermen of Trust eBtsbllBhed In parag. 9: (to be determined) DOROTHV M, NVE, EMecutor 01 the Eatate 01 O. Rlohard Nyo Sr., deceaaed, hereby declarea under oath that ahe haa fully and falthlully dlacharged the dullea 01 her OIfl08, thai foregoing FIrat and FInal Account la lrue and aorrecl and lully dlscloaea alllhe algnllloant tranaaollona ooourrlng durtng the aocountlng period: that all claims now oUlatandlng agalnat the Eatate: and that all taMea preaenlly due from the Estata have been paid. ----------------- OOROTHYM. NYE Swom and subscribed to belore me this day of A,D. 1996 Notary Public ------ 0' DOROTHY M, NYE, Executor 01 the Eltelo 01 O. Richard Nye Sr., decealed, hereby doclarel under oath that Ihe hal lully and lallhlully dlloharged tho dullol 01 her 011108, that loregolng Flrlt and Final Aooount II true and corroot and lully dlaclolol all tho lignllloanltranlaollonl occurring during the aooounllng period: that all olaiml now OUlllandlng agalnlt the EIlale: and that all taxes presenlly duo lrom tho Eslale hava boon paid, _~~~ hL~ DOROTH'iM.""Nvit-C)' Sworn and subSCribed to befor~ me this ILl tI day 01 f1,.,., , A.D. 1996 _ ~/.J! Nota Publlo . Nolarlal Saa1 8h PII8I T. Nya, Nol.Bry Publlo IoDonsburg lWD.. Cumberllnd Countv My Commission 'Expires Nov. 15, 1999 Membl/, Pennsylvanls Assoclallon 01 Notaries ~. I I , r l" .'-. ., I '.'- '. INiI WIII.M,IIII:,IMII NllJll'.llIlll^HIJ Nlb.:'Il. I. l' It It 111'ltl) N\ I, Sit , ..1 It II h .~hll'lll'lI..hlllt~,<< 'ulIIl,,'II,1II11 t 'UIIIII\'. PI'lIll'" h,lIli.l. 1":IIIl! III \IIU"11.lllIllll'p'''11I1' lllllld 111.'1111'1)' aud 1IIlIIi'I'IllIlIdllll!. Illl lllllLI'.lllllllhh 111I11 ,It" liul'll,j, III hI" Ill) 1'1\1 WllIlIlIIl'nl,uIM'III, 1"'11'11)' "'\IlUIIII 11I111 1II11LillM \llill 1111 IUIIIlfl WlIl!lo h)'l1Il'llIlIlI)' 1I111l' h"Il'lulu,,' lII.hl,' ItliWt"1 tlll'll,l)lIl\'llllllull fll)' jU\llkhl\ i\llll hllll'lIl1 "'1'1."11\1" II' MMWllI\ \'1II1U'1I1c.'IIlI)' 11I1')' Itl'nlh'" 1II)'lkn'n..", , '.' ~I'EI'IH(' HI'.I}IJE~I~ I. 11!1\l' Ill)' ptJullilhh'III11llll1 ulllu' ","n'\'"li,'\.llll l'\lllllllh', Ihl' Inhlt! llIV"',l'Ul." Illd", hnll ~l'I'. Ine"-, h1111111:t' Il1d, Mlillll Olllllll", m'l'IIlt'IIlIIl~III. nmllhe like In 111)' "1111, '11111111h)' Mu.gnn Nyc. Shuuld lie Illcdcct,(u.c IIIC,lhclIlH lilY II;UII, FUlllk Critic N)'c, (A) IIll1i III)' e.l.I"en wish Ihill, "llIIlIld my nfurc5altllnn, 'J'hlMJlhy Mu'renn N)'c, iurvivc me nlllll-c ~I\'Clllhllli lllhle nnlllIt.'ct'li'lIIic"Ilmllie kC','p lIillch lithic In nile ,'ondillun and lhnl, "huuM he ever be lIhl'olliclllu scll il fur nil)' fl'alliun wlmlsuevrr, he !\.hulIld ch'c Iht! firM ch:JIlt.'c In 1"lu:hn!\l' It hit a (nlr lUlll ft'nllitlllilhlc: !lIke In hili hrolher Frank Cllllg N)'c nf"tel:'ll'" RmJ!m al50 his 5151Cr,III1IIIcI Sue N)'c Sdllllrcnhlllg, 2. I J!i\'l' III)' h\lI OJ 'U"J!alllll'l'Il't'uil' unln "l'ls 10 111)' SUII, Frnllk t'llllg Nyt', 'J1IC!tl' lraln !ocl, "illite frulIll1l)' Irllllll' 111111 .1It' In illdllllt' t'lIl!illCli, ClII!li, 11lll'k, l'iwllchcli, hulhling!li, cllull'lUClII, wlte,nlltllhl'likc, J. I give In my Still, Timulhy ~lt11glll1 N)"',lhl' sel ur PilslIcr llclIlmll IIcer UIIISSCS which hc gavc mc vn his relUrn from Ucnnnny, 4. Tn 111)' !inll, ThulIlh)' Mnrean N)'l', 11!I\'c nil III)' dlcrry wooll hedmull1 fumlturc which was given In lIle when I \\'85 living nlllullle hy lilY mOl her, JRnct Mll'key Nye 1101lnr. Snld flllnhurl' Indudes Hilt! (I) t1uuhlL' !tcd; (lIIl' ( I) (lrc~~III}.t l11hlc with IIlhrur ullIl dmlr: lIlIe (I) huge chcst uf ll'IlWC'S: olle (I) !illlaU dieM ur .h,mcls (~t'l1I rltr MIllie )'cllIslnIllY 5UlI'I111101llY'S fUom)i twu (2) mR1Chlll}.t bctl!ilde IlIhlt'lIi; 1I1It' (I) n'tl;lr cJrrM; nllll one (I) rrclllllng chair nlllJ fuol Sloul. (II IlIi IIU'ulhll' Ihal tile ft'c.:lllllllg dlillr nnd ruul ~lo(tJ 'Crl'IIl-.llu rulJ;JIl nlll he m:lIml cherr)' hUll walll thelllto he glvcn n~ I'Cf my IIIMIIIC11ulIs nevcllhelcss, Shuulc.lll1Y ~ull'J1lnulhy J1tCdcl'ensc lite, then 10 lilY SOil, \Vnde Mickey N)'l', e .1",. ...,.~~_~,..~:" ...----7""'~--~ .'r........, ':%:: ." .~ ~. 1,!hl'lIl\ 1\\I.I"II:.I\lh 11111I\ ....111. \\';ult' ~lillt')' N)I' h 11:1\'1'1111 '1'11I)' nlllnlhlll\ Illllltlllltlltllll'h II'flllll\ Itllll)' 1IUIl. 'Illllllllly MUIIIIlII N)'f. Jl,lvc nil "fill)' Ih'lil lillll'\ 1111I1 llrlll In Illlh'l In Ill)' Mill, hllnk ('ruin N)'l!. Shnultl flthcr tllle! uf Ih"II1I'I\.tll'\'l'no".. Illt',lhl'llll",h lH.'IIIIl"1 ,,1111111\11111111)' Mill, Willi,' Mil'~l~)' N)'c. (I,ll. I J:h'c lIl)'I'lIllll'lIl1cl'tlllllltl Ill)' Mill, 'I'hlllllll)' ~hll~nn N)c. :ihollM he 11Il'IIl'Cl'lI~C me, thell his ''''''IIIC\t J:1tt'S h' III)' MUI, Willie t\111~1')' N)'I', 7. ^II uf the mUlley ,cllminlng 11111I)' pClsUlmt theding Rc.'Cuunl 'f412.~37.:'i6K.~ In the CUlIlIuullwcnhh NIUlullul I1nnk, ShlllllCl1!ihurg,1 give III lilY wife, Uuruthy M. Nyc. tr5hc shuuld lucllccea5c me, Ihcnlt l'hnll he ltlvhlrd hlln IWI) (2) ellllnl 5hnlc!II nmJ he cJl!IIrilJtllCd hclwcen my dnugluers.llnrrlcl SlIe N)'c Schnrrcnlnllg and Chri!ily Anne N)'c IInovcr. K. AII,'f IIIC 11111111:)' rl'II1i1lnIIlJt 111111)' 'I'() I'^I. CON'IU()I. ^CCOUNT wllh MHlIH>POI.l'I'^N I.IHi. Al.'Cllllllt ftKlJ,IWI'12Ct,2ulltlln NUllhwcstcl1l Mllllmll.lfc ACl'llllllt H~I.tI(K)11~.I, 1 g!\'l' liS flllluws: II o,;lIall he tlivldcllllIlIllWIt (2) c11lllll:;.lulICS IlIul hc dlsulhutetl hetween my dllllChtcr,llnlllel Sue N)'c Schnrfcllhurg ami III)' daughter, Christy Anllc N)'c Iluovcr. 9. All or the C0ll1111011 nntll'rc:rcnetl slmrc:s or 51l'lck nnd allY rlgllls or olhcr valuable con51dcmtlons which nttRch Ihcreto, 1 give M follows 10 Dnuphln IJcl'oslt Bank 8ml Trusl Compnny, ns Trmtcc. in 'J'ru51. fUf lhc following purposes: I, All tll\'hlt'nds nml hll'U11lC Ihercfltl1l1 (cxcept IllIlt In~es therc:ulIl1lilY he whhhellllf such whhhuhllng Is. In Ihe dlscrellun nfmy TIU!lilce.l'llulcnt ullth:r thc c1rcUllHannecll) Ahall go 10 my wlfc, lJorolhy M. Nyc, fur nlltl during hcr nnturnl tire. 2. My ~nltl Truslt'c shi1I1IH\\'c Ihe Il"wer ami nuthority lu make eh:lIIgcli IlIlhe Investmcnt portfullu If II deel11!; ~lIch changes III he wise nnd Imlllenl. 3, Shuuld Ihe TruMce nl nny time deem the lIel income pnYDble frum this 'J'ruSllo be Il1!mrnelclllllJ ~1I11JI(IIlIll)' linld wife, lhc TI1I51ec mny. liS onen nll II ueems IIceessury, puy lu or Dpply for the 1I5C IIIIlI hCllcfitllf lilY wlfc stich part ur lhe ('rlllelJlnl of thlli Trusl, 111'10 Rml including .. fIl,..'l~'(it ~I'..~:lo.", . "-",~---...---- . ,.\.; ...,.t.;..,~. .;. .., / , " Ilkl "hulr Ihl'lI'lIl, Il~ Ill,' -111I~ln'IIIII" llh~Il'llt"1 IIdll'\I'" m'lt'''ltIY III' tilt' JUlll"'" Ullll)' ",111 ""., ^ ~IMlIJMIJ II' ,'\I'" hllll' II' a1'~lll'lItllllll'Il'lllldfl. .ht' '1III\h'I' "llltlllu~,' hllll 'HII,hll'IlUlulIlh.' 1114111I11.', ".111111111 utl'lldl)'. 1\'\111111 '" 11111111111,,1 "IIUlU" III "',,'llIllIf III)' "dll \\1It',llIll"'thr, \\'llh nil)' ,ltht'1 fad." "hkh III,' 'I'I!I\II'I'IIM)' ,k,.III'....,IIIIl'III.luI.hllllnn IlK' nn'ur.htllll'd fI1/lIlltCI uf living tlf III)' \llltl,\III', hllllll't'lllllllll'1lultc ,Ill' nllllll\lllllllll 1It'IMlIllllll'MIlII\1.'!i 11\" wlIIlIllllll fur 1I1l1~llln ,U.hUlflCnM."II\ 1I1111t'llltc 111111111111)' 11111.111 1',11111:1111111, 'I Ill.' JI141WllCIlI ..llhe '11tI\ll'C It\ Iu the 111l111lkl)' nllllllllll1111l14l11t1l M1dII'1I)llIt'llI\ ..Imlll... l't1lldlldvc. Nl1lwltllMlllullul: IIII'Illltl\l~ltlllllllhl" "ltlIIIUI)',I!IC 'l'lu,lre ,hn1lmll dlAulllule ",lm:II);11 cU"'I'1 \\hhltllhL' MllIIllllul\ IIf 11lIclllal J(L'VCIIIIC C'ldt! M."', 2UII, n.llYJOI!NCII Oil NI!UU 'Ille TIU~lce 1Il.1Y, lullS dlM.'IClhtll,IL'Iluhe n' n cUlkllllul1lUeccdellllu Ihe dlsutbullull of nil)' T,usl nSltls fur "ll'pulI UI nlJvlIlIl.'CI11CIII. IhallllY lmld wife furnish evl~(mce of hcr nnnndal c;undhlulI,lm'ullle clllullllt ClIl'adl)', ami n!i.5clS,ln fUll II RlIlI cllnlCIII5Dllsfnclory lu die Truslee, '111e 'l'IUSh:C 51mll he elltltled 1011..'1)' "jlun the wlltlen cCllHlcnllulI ur my laid wife tlr 011)' gu:mllnll UII'O\\'CI uf nUUlllt)' uf Ill)' 51th! wife lI5 tlllhe IInlure Dill) CJl.lcl1I of lilY said wife's needs for 511111KJlI. nlld Ihe In:ulcelmec)' uf illY 5nld Wirr.'SICSUUlCC5 nl'iUl flUl1IllIc 'rrmil, 'llle Trustee 5hall nul hc IC(lulrro 10 mnke funller III!Juh)'l!s In Ihe nlllhclIltchy uf Ihe fncls so cclllned, C. I'IUlI'l.!IIHN('I'S In exercising 115 di5C:U,'llUII hCf\.'unclcr, the Tm51ce 15 to cun:ddcr Ille II'-"ethl ufm)' sultl wife fur s\lI'I'oI1 during her IIrclhuc b!i Ihe luinmry IllllllOSC of Ih15 Tru5l. even iflhe IlIIlsfRCllol1 of suth ncells fC<lulrcs Invasion of the enlire Trustl!!ilRle. D. S\JCCI!SSOIl TllUS11ms If,ln Ihe dl5crclhm "fillY Trustce,lhe l'r1nclJml uflhls Tlust becumes so low Ihll costs Rnd 11I1111111\1111 fee 5ehedllle~ nlilkc It hnl'rnl.t1enhlc fur 111)' TllIstee 10 continue 10 sceve In such rnJlnel,y, ,hell I heleby nJlI"llIllllY '"11'. \VllIle MI.-kry Nyc nlld Thn(llhy Morgnn Nyc '" <CIVC ns successor trusleC5. 4. SlIuuld 111)' 5[1i<l wife hnve Illctlcl'cnsetllllc. Ihelll give Ihc5C !ihnrcs 8ml nllY valuable righls wllkh bllnch thclclo or IIII..' IIItX.'ccd5 rWlIIII 5illc uf IlIe ~mllc Ity m)' I!~cclllur urTrustee to be dlslrlbulctl ((11IAlly nlllungsllII)' grnlllJclllhJrcn whu survive IIlC, Shuuhl. howcver. my wife 1I0t predecease lIle, lJull115(Cnd die during Ihe tcnll uf this TruSI,lllcn C'(Juulli' to m)' grnndchlltllen who nrc surviving Rlthc Lime of my snld wifc's lIelllll, ,.,.4......;.:.'lF..' .'.,'" . .-......-- / :~.~'.~...,'" i r~! '-"',; .., /. '. ,~J II hili)' "I\h Illltt 11""l" ,.It"'~, IIC \'lIhIClllllllllIl"'llhul\'t.llllkllul ~II hit", IIIAY he lI'u"""ilhh'llIIll k."illh' IIlUh'l tlu' I IInllll\.,11I1 1'\ I lIhu .11\\'111111)' HU't'lIlltl 'N '1'111''''(',11'' Ih,' ,'IIiill' It'll)' Ill', thc Illtlll, nUIlltllltr,lUkll'll'""1 hllll!t.lllIllIll! fIlu.'11 ..lliIICI..1 ,.llk:k In IllY .nill UI"llddllllJl~1l1 IllUvhJI',llhlll nllllmkllhlc r.clll"IIH.'IIII'lll1 t",. ""llrlll,.IIIlIKIIl"" Ihelll UI 111l~h HUllldhUlI ". hi WIUMII ahnuhltnkr """":11 Ililllh-ulll' ,hUH" If l"fUllY Il"II\UlIlIll 1I11tlcnhlr ,.rlllrll1CllI I. nul Ifftched All""'. nU ur Ille III11J\'l"llilllk'll ~llllhkllihhcllllllllclr ~lIIl1llll1ll:\lllll:n I dllect allltl nil "llIlIe"~ Ihluhlllct! BIIlI dbulhulrd 1IIl'Mh. ) Ims III \J I': Ill. ^lIlhc test. tnlduc nllll fcmnlndcr (If 111)' (51111t'. Irnl, persunal, or IIIb,ed, whntsocver and wheresoevcr SitUAIC, I give, dev15e nml bCIIUt"Rlh to my wire, Uoruthy M. N)'c, 10 her own use and ben.nlah50lulely. II. IlIlhe eVCIII, huwc....er, Ilu" my wire ~hullld Inct.!ccen~c me, or shoult.! die al abou~ the same time as Il1le, such P5 In D dhmster conllnnn lu buth of U', I glvc, dcvlsc Rnd betlllcath my cltale In .'lunl.hOlc, h'IllY .evclIl1! chlldrcllllnmcd '" fulluws: (I) C.lllchllfd Ny., Jr., (2) 1'IOolhy Morgnn Ny., (J) linn lei SIIC Ny. Schn,fellhllrg, (4) Wnd. Mlck.y Ny., (S) Pel.rTudd Ny., (6) Fronk Cr.lg Ny., nnd (7) ChrlSly Allne Ny. Iluover. 12. I numlnalc. constitute and npl10lntlllY wJrc.l>orothy M. N)'c, to be thc l!xccuuix orlhis, my Last Will nmITcs1t1l11cnl. Ir shc ~hutlhlllrCllccctl'e me, ur fur PIlY other reason be unuble 10 nCI, or to conllnlle to Rcl AS such l!xt'ClItrix.1 nl'lK1inl the lJauphln Ue(1Osh Bank and Trust CUl1llI1U1)' In be the Executor In her I'll\ce Dnd ~Ienll. I further dlrccllhnt nclther uf them shall be required lu nle Willi or other st'curlty In Ihe Ornce uflhe RcglsterorWlIIs fur Ihe PUfllOSC of admlnlslerillg my nSl.I.. 13. I nuthurit.c nml 1:1ll110.....cr lilY Jlcrsunnl rCI'IC:sclllnllvc,ln her sule nlld absolutc dlsc.Tctlol1,lo purchase or utherwisc Ilc'luirc amI rClI1ll1l1llY lnvcstlUclItli (If wlllch I tile licb.cd, or IlIlY rcal or persullnlluullCIlY ur I1ny IlRItIlC; 10 ~ell.lense.l'lcdgc,IIIUr1gnge,lrnIlSfcr, e~chnllge. dispose or, or gmnl ol'llolls In lI:gnld to nny or nil prtll'CllY of ony kJnd ronnlng a IUlII uf my fistate fur such lenns Bml ti1lch prkes ns she IIIIIY L1eem aLlvllil\hlc; borrow muney (ur 'U1Y IJUfI)Q~es connected with the IlmtectlUI1I1Ilt.!llrcscrvnliul1 of my l1s1ntc: 10 murlgllge or IJlcdgc nny ren! or personal property (onlllng a pan uf lilY J!stnle. or to join In or secure Ihe pnrtltlon of SOlllCj 10 COlllllrollllsc any clall11l to ,",:.:~ .;.",1., " , '.',j" ..... .. '.._o;.~ 't. ".".. .., , I / ." III ,II'lIIll1lth III Ill)' 1{\llllt'llll'llll\llllllt'n 111111 Hlllt'.. Il~nhnllll)' Itatnlrj lu IlIn~r IIhul:lllllll11 III ~Intl 111111111 "1111\\' 1111)' ,llltll' 11l1~' rHlltllllWllnl \'n\1I.111t1~'H)' IIIIIIMlh,ltlr,1 hllt'lh"IIII..lllUt'.II1IIIUI~Il)' Ilillt'll'utlll Hili htlm nil)' IIlhl'l ,hnll'; IIIMI hll'~I'l'lIh'lIIltl IIdl"I" 'Udllll~III11Utnlllt' 11Ift)' ha m'n''''''lI)'llIl'llIl)'lllllllll)'lIlll1l'\I'IK''H'I'' IN WI I NHSS WllllltI!lll', I h.II' h"'.'IIII11 "'1 lilY 1"",, """ ...llhl._JJllv..".Yllr Ju"o, ^.IJ. IYV2. "._",..~ .._S'J~~~ll.t&.jL~ S,~. IS 11M.) Slg".". .."Ie.., "uhll.Io... .11" ....alll." hy Ih. .1.tV.'II.lII." C. RICIIARD NYIJ, SR. II alld fur his "n!lil Will nlld TellnmclIl, IlIlhe II,t5Cncc or III. wllu nl hillttltlcSI nlld InlllllJrcsencc, and In the IJlclcncc of ench other, have h('ICIIIlIO subscribed uur nallles as whncs5Cs. __e&ttM .f? ~~~)~ - CLj, ~d/,t2. A'A/L. ''''''I~t' "'If,ll,>. ------ . . 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":i~ ,:<::' ~\> ;.~;;c~,:~'~.~:~~~r!!l-~~J.:}~~7t[1f.~ '-fi'r-~. < "I ) CI ~, ,<' ...;~ ,."."" \." 4;;/ r....,:\~ .-;u. ~,i~:{~~~!~':.:~~~l~~'f(;~': :~ .~. F: . :.~~,:";/: :~f~.~~~'~<~r~.f:);; 'l: ~J~,,:'~.'f:~t~~J.: ~1l;J~~:Y~r~::,~'i(~~2);;jf;~I:' :1' "'1' ":1:1:1' ~~~~~{~i:i:~'~~ :>1' ~ ;.;~"~,. .- ." tnl ~,r. ,':.. f ,""'-lo; t)~::):r:J:,/;~.'~t/,:;A\:;:~!~~; ~~:,};~~1:~:~ . '.' ti'~ " ;~;. \ ,~c",'!.~. ".'~~{~J'~,'.'j't"'.MI' (i '1 ,,~ ,:J., noL,! -<~>-': ~t1?1 ; .,'_ n"".. "I,.L; -:. j, -/ 'l"~'.,; "=\ fJi\..,;;\.:;' ~,~\W_,d ",',,_ ,.;,1 ~\:':I-' - ,. 'A':. ;." ..".,,~.. ,;~i....' ~~s~~i~~ ':~\.:~'~:'~10""t.:\I;~~~~:;./J~"'I"i~{a" ti'I'~~~ ~ ~\d ,~.., ~"(,.'f.f' .I;V'*'."'."*;.....".;:.IIIiJ. .~.'~. t;,,:_~.'~~,,' :~";".. ~ ~"!' H',::"', ""': ...l<'I' 'J- ~ 't~.~~ 1"M'4,~.- -<- >'\:;'): ,... ",1."'(' ,I' 'f~~' , <)' _ ~~""j ~,Rh'.!' -',,~;:t,; ..;';-,:";,.,';"''.'':' : ; , 'I] .':<', :>-'-!)!~:".'. ':,,:..,...'!.- ;,~;,~<: ':)~:'.:-V:. ;.;, ~ i'~". 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DATI 0' DIATH 08-12-95 COUNTY CUM8ERLAND NOTE I TO INIun PRO~U CREDIT TO YOUR ACCOUIIT, IUSHIT TilE U~~ER ~ORTlON OF TIIII FORH WITII YOUR TAM ~AVHENT TO TilE REOllTER OF WILLI. HAKE CIIECK ~AVAlLE TO "REOISTER OF WILLI. AOENT" REMIT PAVMENT TOI CHARLES E SHIELDS III 2 W MAIN ST MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 A.aunt R..itt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ii!'v :isf;j-ixuAFijo--fllr:9si""iiiificE--cWYNHEiiiTANCE-TA'x-iippj'ijiisEiiENT~uAi.rOWAiicE-ijR-----""-- ------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NYE C R FILE NO. 21 95-0639 ACN 101 DATE 06-05-96 TAM RETURN WAS, I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rool E.t.to (Schodulo A) (II 2. stoGk. and Bond. (Schedule OJ (2) 3. Cla..ly Hald stock/Partnership Int.,...t (Sch.dul. CJ (3) 4. Hartglg..IHot.. Receivabl. (Sch.dull DJ (4) S. C..h/Bank DIPoIUa'Hhc. P.rlon.1 Prope,.ty (Schedule E) (5) 6. JointlY awned Property (Sch.dule F) (6) 7. Tran.fare (Sch.dul. OJ (7) e. Tot.l A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.r.l Exp.n.../Ad.. Co.t./Hi.c. EKpan... CSchedul. H) 10. Debt./Hortg.g. liabiliti../Li.n. CSch.dul. I) 11. Tot.l Doductionl 12. Het Valu. of Tax Retu~n 13. Ch.~ltabla/Gove~n.ent.1 aequ..t. (Sch.dul. J) 14. Het V.lue of Elt.te Subj.ct to TaK (91 1101 I~ an aesessment wes issued previouslY, lines re~lect figures that includa the total o~ abh ASSESSMENT OF TAXI IS. A.ount of Una 14 .t Spou.el ~.t. I1S) 16. A.ount of line 14 t.Kabl. .t Lin..l/CI... A ~.te (16) 17. A.ount of lina 14 t.Kabl. .t Coll.t.~.l/Cl... 8 ~.t. (17) 18. P~incip.l T.K Due NOTEI TAX CREDITS I PAVHENT DATE 1l-04-95 02-29-96 RECEIPT NUHBER AA082292 AA112580 OISCOUNT (+) INTEREST (-) 93.41 .00 ) CHANOEO .00 86.165.00 .00 .00 14.094.59 .00 .00 IB) 100,259.59 14.652.11, 31.53 (111 1121 (15) 114) 14, IS and/or 16, 17 and Is will returns oBsessed to date. 14.~R3 ~7 85,575.92 .00 85.575.92 54,439.96 x .00. 31.135.96 X .06. .00 M .15. 1181 .00 1,868.15 .00 1,868.15 AHOUNT PAID 1,900.00 155.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF ~AID AFTER OATE INDICATED. SEE REVERSE FOR CALCULATION OF ADOITIONAl INTEREST. 2.148.41 2S0.26CR .00 280.26CR IF TOTAL OUE IS LESS THAN tl. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREon" (CRI. YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) .: 'r ~ ~ ";'~' ..... :ii' (3 ~. " !J? ,'~ ~~~ .- l- 'M 0'1 r1: c;~ ~? ~ (,. ., '.J " -':'.'L ~ b' dJo: a: REKRYAnONI Elt.t.. of dec..,..b dVlng on or bafore Uau.... II, I'll .... If ."y future lnte,...t In tM a.t... II tten.,.,.,.1Id In po.....lon or .nJoy..nt to Cl... I leaUat.r.U beneflcl.r... 0' the dludent .ft.,. thl ..pl,..Uon af My ....t. for 11f. or for V""" the CHHlWIIIUh her.bv Illpr...lr r...rv.. the rlDht to ..-pull. ..,cI ...... tren."" Inhed..nc. h... at the l~'ul Cl,.. . (colla'.rall rat. on any .uch futu,.. lnt.,...t. pURPOSE OF HOllCEI To fulfJll thl nqulr...nt. of s.ctlon tlltO of thl Inherlt~. .nd E,t... ". Act, Act ZI of 1991. 72 P.I. Saction u.a. PAYI1ENfI Detach the top portion 0' this NoUn and tub. It with YOUr' payaent to thl A."h"" of WHIs prlnt.d on thti nv.r.. .Id.. --Keka theCk or HnIV order payable tal REGISTER OF MILLS I AGENT AU p.,..nh ncalvad ,hIIU Urst bl applied to My lnt.,.a.t which '.V ba du. w1th any ra..lnet.r IIPPllMl to tt. t... REFUND lCA)1 A nfund of . hlC credit, Nhlch .... not r.qu..t.d an ttM TI. R.turn, ..y ba nqu..ted by cppI.tlng an "Appllc.tlon for Rafund of Pennn1venl. Inherltanc. Md htd. Tell" lREV-UU). Appllcetlan. .r. .vllldl. at the Office of the RIgl.tlr of Will., any of thl 23 R.vanu. DI.trlct Offlc.., or by c.lllno tt. .p.clll 2~-hOUr ....,werlno ..,.vlcl ~,.. .or for.' order In" In Penn,Ylv,"t. 1-100-362-2050, aut.ld. P.nn,Ylvanla end within loc.1 Harrllburg .r.. (717) 717-109~, TOOl (711) 712-2252 (H'lrln, Iap.lrad Only). OBJECTIONS. Any party In Int.rl.t not ..tl.flad ..Ith the appr.l.a,ant, al10..anc. or dl..llowanca of d.dUctlon., or ......eent of t.1C l1ncludlng discount or Intlr..t) .. .hown on thll MoUc. ~.t obj.ot within .bty (60) d.y. of r,cllpt of thle Notlc. by' --wrlu.... prot..t to tha PA aIP.rtl..,t of Rlv.nue, BaIrd of App..I" alpt. 281021, HarrllbUrg, PA 17128-1021, OR .....ctlon to have the ..Uar dat.r.lned at auetl t of tha account of the p.r.onal rapr...ntaUv., OR --~al to the Orphan.' Court. ADtUN ISTRATlVE CORRECTIONS . PENALTY' F.utuII .rror. dl.cov.rad on thl, ........nt .hould b. .ddr....d In writing tal PA D.part.ant of R.v.nu., Bur.au of Individual TaMI', ATTNI po.t A.,.....nt R.vlaw unit, alpt. 280601, Harrl.bura, PA 17128-0601 Phone (717) 787-6505. S.. p.ga 1 of thl bookl.t "In.tructlon. for Inh.rltancl T.IC Rlturn for a Ra,ld.nt Dlcadent" (REV-1501) for an 'MPlanatlon of adalnl,tratlvaly corr.ct.bl. .rror., If any talC dUB Is paid wlthln thr.. (S) c.landar lonth. .ft.r the d.c.dlnt', d..th, . flv. p.rcent (SiC) dl.count of the hlC p.ld Is aUowad. The 15X t,1C .."..ty non-participation penalty I, coaput.d on the totll of the tllC and Inter..t .......d, and not paid befor. January 18, 1996, the first d.y .U.r thl .nd 0' the t.. a~l.ty p.rlod. Thll non-partlclp.tlon p.n.lty .. app..labl. In the .... ..nn.r and In the the .... tI.. p.rlod .. you would BPp.d the tB. and Inter..t that h.. blan .......d I' Indlcatad on thl. notlcl. Intar..t Is char,.d baglMlna ..lth flr.t day of d.Unquency, or Illna (9) .onth' and onl (1) day fro. the d.t. of d..th, to the data a' plp.nt. TaMil which bee... d.lInquent b.fora January 1, I9IZ b..r Intar..t .t the rata of .b (6X) parcent par BMlJII calculatad at a dally nt. 0' .000164. AU tax.. which blc..a dllinquant on and .Uar January 1, 1982 will b.ar Intlra.t .t . rata which will v.ry fro' callnda" yaar to c.l.ndar ya.,. with th.t rat. announced by the PA D.p.rt.ant of Ravanu.. Tha .ppllcabll Int.r..t rat.. 'or 1982 through 1996 .rl' DISCOUNT I INTEREST' '!!.!t Inta,...t Rat. Dally Int.r..t FactoI' U!r Intar..t Rat. DailY Intara" Factar 1912 'OX .0005" 1981 'X .0002U 19n 16~ .00D4S8 1918-1991 llX ,DOUDI 191~ llX .00DSOl 1992 'X .0002U 1915 13;( .000356 1993-1994 7X .GODl9Z 1916 In .oooz7~ 1995-1996 .X .000247 --Int.r..t I. calculatad I' 'OUmlll INTEREST a SALANCE OF TAX UNPAID X NUnBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..uad aUer the tax blco,,, delinquent ..Ul rlflect an Intar..t calculation to f!ftl'" liS) day. bayond ttM data 0' thl ........nt. If p.y..nt b .adl eft.r tt. Intar..t cOlIPutatlon data .hown on thl Notlca, additional Intar..t lU.t bl c.lculatad. Co IN REI ~. RICHARD NYE IN THE COURT OF COMMON PLEAR OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS I ~OUltT DIVISION NO. 21-95-639 I I I I I I I -, ~ ORDER OF COURT AND NOW, June 14,1996, the within account ia confir.med '. and distir.ubion,directed in accordance with the schedule.: j!d:'7E_& - -. .J.: ,. ._ , ~. / r /5-5;),-.:1 COHHONWEALTH OF PENNSVLVANIA DEPARTHENT OF REVINUE INHERITANCE TAX STATEMENT OF ACCOUNT ('~ IIURUU Of INDIVIDUAL TAMEI IHHlRUANeI fA. DIVIIION OEPf. "0601 HARltI..UltO, PA ar"I-061& ",.,," I.'" 111-'" CHARLES E SHIELDS III 2 W HAIN ST HECHANICS8URO I'A 17055 DATI ISTATI OF DATI 01' DIATH I'ILI NUH"" COUNTY ACN R 07-01-96 NYE 08-12-95 21 95-0639 CUHBERLAND 101 Aooun I R..III.d C I HAKI CHICK PAVAILI AND RIHIT PAVHINT TOI REOISTER OF WILLS CUHBERLAND CO CDURT HOUSE CARLISLE, PA 17013 HOT! I To Jnlur. proper oredit to your .acount, lub.lt the upp.r portJon of thl. for. with your teM p.y..nt. CUT ALONG THII LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iliV:i6ii'f.ix.."j:ji.iiIY:m...m.....-iNHi'lii'fA'iici..TAif-s'i'iifiiti.rif"ii,,-iii:'Cciiiiif..iii.--_mm..._--mm ESTATE OF NVE C R FILl! NO.21 95-0639 ACN 101 DATI! 07-01-96 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED AcN IN THE NAHED ESTATE. SHOWN BELOW IS A SU""ARY Of THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT, 05-29-96 PRINCIPAL TAX DUE, __.______.__________.____.._________._.._ 1,868.15 PAVHENTS (TAX CREDITS), PAVHENT DATE 11-04-95 02-29-96 06-11-96 RECEIPT NUHBER AAOS2292 AAU2580 REFUND DISCOUNT C+) INTEREST C-) 93.41 .00 .00 AHOUNT PAID 1,900.00 155.00 280.26- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,S6S.15 .00 .00 .00 . IF PAlO AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) -'.. -.~. ...... . ... ~ ....-...-.--- ~ _ 14.~ . ' ...~ --.-.------. - "',---- . '::-- r ," 0 .( 1:\ " r;;.I ft. ('4 "I': {l. 1.0 ~ ::I ,. (I ,) &!~ ~~ ~~ PAYItlHT I DetKh the top porUon 0' this Hotlea end iUHU wi th your p.yaent aeda payabl. to the "... end ~r." printed on the rav.r.. .Id., If RfIIDEHT DECEDENT Ak. check or aon.y order paYHl1 tOI REGISTER OF WILLS, AGENT. If NOH"RESlDENT DECEDENT .... chick or aOMY order p.~ebll tOI COHHONWEAL TH OF PENNSYLVAHIA. All p.pent. r~alved .hall be -..1l11d flnt to eny lntar..t which .ay be chM wUh any ra..lnd.r 1tPP1l1d to the tax. R~D (CAh .. rafWMt 0' a lex credU, which wa. not raque,t.d on the hx Raturn, aay ba r.qu..t.d by coepl.Ung an -Application 'or Ra'und of Penn.ylvanl. Inharltanca end E.t.ta T..- (REV"1515). Appllc.tlon. ar. avalllble .t the O'flc. 0' the R.gI,t.r of WIll', any of the Z3 A.v~ Ol.trlot Dfflc., Dr froa the Dapart.ent'. 2."hour ."....rlno ,srvlca nuebera for for.. orderlngl In Psnn.ylvenla 1"100"562-2050, out,lda Psnn.ylvenl. end withIn local Harrisburg .r.. (717) 717"809., TOOl (717) 772"2252 (H..rlng lap.lr.d only). REPLV TDI Due.tlon. r.aardlno arror. cont.lnad on thl. notlc. ,hould be .ddr....d tal PA D.p.rt.."t of A.venue, Buraau of IndivIdUal T...., ATTN, Po.t A......ant A.vlew unit, Dapt. 210601, H.rrl.bUrg, PA 17128"0601, phone (717) 717"6505. DISCOUNT. If any t.. due I. paid vi thin thr.. (3) calendar .onth. aftar the dacadant'. d.ath, . flvs parc.nt (5k) dl.count of the tax paid la .110Mld. PENAL TVI The 15% t.. .-n..ty non"p.rtlclp.tlon pan.lty I. coeput.d on the tot.l of t~ tax and Int.r..t ......ad, and not paid be'or. Janu.ry 18, 1996, tha flr.t day aftar tha .nd of the t.. aana.ty p.rlod. IHTEAfST, Int.ra.t I. ch.rged baalnnlng ..Ith flr.t day of dallnquancy, or nlna (9) .anth. end ona (1) day 'roe ths d.t. of daath, to tha data 0' payaant. Ta.a. which baca.a dallnquent bafor. January 1, 19.2 b.ar lnt.r..t .t the rata of .Ix (6X) p.rcant par ~ calculat.d .t . dally rata of .000164. All t.... which bac... da11nquent on and .,t.r January 1, 19'2 will b..r Int.r..t at . rat. which ..Ill vary froa caland.r yaar to c.land.r y..r ..lth that rat. ~.d by the PA D.p.rt.ent of Revenu.. Th. app1lcab.e Int.r..t r.t.. 'or ."2 through 1996 aral Y..r Inter..t Aat. Dally Int.r..t Fector Intare.t A.ta O.lly Inter..t Factor Ya.r 1912 ZOX .000548 1917 'X .000247 1915 lOX .000431 19111"1991 IIX .ooosn 19" IIX .000501 1992 'X .000247 1915 In .000556 1995"199. 7X .000192 I'" lOX .000214 1995-1996 'X .000247 ....Int.r..t .. ca1cul.t.d OJ follo..a. INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR ."Any Hotlc. Is.ued .ft.r the t.x beeo... delinquent ..Ill r.,lect ~ Int.r..t c.lculatlon to fl,t.en (15) d.y. beyond thl dat. of tha .......-nt. If pav-ant la a.de .,tsr the Inter..t coeput.tlon data shown on the Hatlc., addltl~l Int.r..t aust be c.lcul.tad. " o t'l. R ./., <.,~ (J j c.. IN RE: ESTATE OF C. RICHARD NVE, SR., LATE OF SHIPPENSBURG TWP., CUMBERLAND COUNTY. PA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSVL VANIA ORPHAN'S COURT DIVISION NO. 21-95-639 DECREE AND NOW, this 2~rl-l day of ~{'il \",;J J- , 1996, in consideration of the annexed petition, the Court rs satisfied that it is In the best interests of all concerned that successor trustees be appointed to administer the trust established under the Will of C. Richard Nye, Sr., It is hereby ordered and decreed that: 1. Dauphin Deposit Bank and Trust Company is fully released and relieved of and from all duties, responsibilities and liabilities which might be associated directly or Indirectly with its having been named as trustee under the said Will. 2. Timothy Morgan Nye and Wade Mickey Nye are hereby appointed as successor trustees in the place and stead of the said Dauphin Deposit Bank and Trust Company. They are to serve without compensation. Cl 1~ *, r;-} 0 .~ 0\ .) ., ,~ .J ci .:.. r".,) , . , N . (.1 '- ti1 i5 L .. ;:; 1 .Cl (~ l!) ~ ;.. E me: W:;J a: uu bc4 f? .f/-, By The Court f J. July 19, 199B . . " IN RE: ESTATE OF C. RICHARD NYE, SR., LATE OF SHIPPENSBURG TWP., CUMBERlAND COUNTY, PA : IN THE COURT OF COMMON PLEAS : OF CUMBERlAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-95-639 PETITION FOR APPOINTMENT OF SUCCESSOR TRUSTEES To The Honorable Judges of the said Court, NOW comes the Petitioner, Dorothy M. Nye, by and through her counsel, Charles E. Shields III, of 2 West Main Street, Mechanlcsburg, Cumberland County, Pennsylvania, and respectfully represents as follows: 1. C. Richard Nye, Sr. departed this earthly life on August 12, 1995 leaving a last will and testament dated June 12, 1992. The said will was duly probated and letters testamentary were Issued thereon by the Register of Wills of Cumberland County on August 28, 1995. 2. Petitioner, Dorothy M. Nye, Is the widow of the said C. Richard Nye, Sr. and Is the duly qualified executrix under his said last will and testament. 3. The said last will and testament (a copy of which Is attached hereto as Exhibit A for the convenience of your Honorable Court) provides In paragraph 9 as follows: July 19, 1998 I, I .. I h~ i" . . . . " .' " 119, All of the common and preferred shares of stock and any rights or olher valuable considerations which attach thereto, I give as follows to Dauphin Dep081t Bank and Trust Company, as Trustee, In Trust, for the following purposes: 1, All dividends and Income therefrom (except that taxes thereon may be withheld If such withholding Is, In the discretion of my Trustee, prudent under the circumstances) shall go to my wife, Dorothy M. Nye, for and during her natural life. 2. My said Trustee shall have the power and authority to make Changes In the investment portfolio If It deems such Changes to be wise and prudent. 3. Should the Trustee at any time deem the net Income payable from this Trust to be insufficient to support my said wife, the Trustee may, as often as It deems necessary, pay to or apply for the use and benefit of my wife such part of the principal of this Trust. up to and Including the whole thereof, as the Trustee in its discretion believes necessary for the support of my said wife. A. STANDARO In exercising Its discretion hereunder, the Trustee shall take Into consideration the Income, earning capacity, resources and other sources of receipt of my said wife, together with any other factor which the Trustee may deem pertinent, including the accustomed manner of living of my said wife, but need not require the exhaustion of personal resources as a condition for making disbursements under the authority of this paragraph. The Judgment of the Trustee as to the July 19, 199B . propriety and amount of all 8uch payments shall be conclusive. Notwithstanding any provision to the contrary, the Trustee shall not distribute principal except within the standards of Internal Revenue Code sec. 2041. B. ~DENCE OF NEED The Trustee may, In Its discretion, require as a condition precedent to the distribution of any Trust assets for support or advancement, that my said wife furnish evidence of her financial condition, Income earning capacity, and assets, In form and content satisfactory to the Trustee. The Trustee shall be entitled to rely upon the written certification of my said wife or any guardian or power of attorney of my said wife as to the nature and extent of my said wife's needs for support, and the inadequacy of my said wife's resources apart from the Trust. The Trustee shall not be required to make further inquiry as to the authenticity of the facts so certified. C. PREFERENCES In exercising its discretion hereunder, the Trustee Is to consider the needs of my said wife for support during her lifetime as the primary purpose of this Trust, even if the satisfaction of such needs requires invasion of the entire Trust Estate. D. SUCCESSOR TRUSTEES If, In the discretion of my Trustee, the principal of this Trust becomes so low that costs and minimum fee schedules make It Impracticable July 19, 199B for my Trustee to continue to serve In such capacity, then I hereby appoint my sons, Wade Mickey Nye and Timothy Morgan Nye to serve as successor trustees. l i , 4. Should my said wife have predeceased me, then I give these shares and any valuable rights which attach thereto or the proceeds from a sale of the same by my Executor or Trustee to be distributed equally amongst my grandchildren who survive me. Should, however, my wife not predecease me, but Instead die during the term of this Trust, then equally to my grandchildren who are surviving at the time of my said wife's death. It Is my wish that these stocks be valued and distributed in kind so far as may be reasonable and feasible under the circumstances. I also give to my Executor or Trustee, as the case may be, the right, authority, and power to distribute such shares of stock to my said grandchildren, provided that an amicable settlement can be reached amongst them or their guardians as to whom should take which particular shares. If for any reason an amicable settlement Is not reached among all of the above- named grandchildren or their guardians, then I direct that all shares be liquidated and distributed as cash." 4. As Is customary, Petitioner has been acting as de facto trustee by virtue of her office as executrix, pending the approval and confirmation of her first and final accounting. 5. Your Honorable Court has now confirmed the said first and final accounting as of April 22, 1996 and the Dept. of Revenue, Inheritance Tax Division, has accepted all tax calculations and payments. July 19, 1996 ~ t .' ~', t -"" ~,n.' ::-.:. " i:.'-'~,..',--:"",~":,, "., ,....",,,,,,'" ,......_;.. . 6, As stated above, Dauphin Deposit Bank and Trust Company was named as the Trustee for the benefit of Petitioner In her capacity as beneflolary and surviving widow. , 7. The stocks to be held In the trust and their accounting values as of the date of death are as follows: AT&T Amerltech Bell Atlantic Bell So. f\MIB( Potomac Elec. Wash Wat. Wise. Energy Com. Com. Com. Com. Com. Com. Com. Com. 300 shs. @ $51.7500 $ 15,525.00 292 shs. @ $47.9667 $ 14,006.66 192 shs. @ $57.6250 $ 11,064.00 198 shs. @ $65.9687 $ 13,061.80 204 shs. @ $44.0312 $ 6,982.36 200 shs. @ $28.2812 $ 5,656.24 800 shs. @ $15.5625 $ 12,450.00 200 shs. @ $27.0937 ~ 5.418.74 ~86.165.00 6. In view of the values of the said stocks, the charges and costs of their administration by a corporate fiduciary, the limited nature of the duties Involved, and the availability of successor trustees, as provided for In paragraph 9D. of the Will, who are willing to serve without charge, It Is deemed prudent and judicious to make this petition to your Honorable court for the appointment of successor trustees. 9. Dauphin Deposit Bank and Trust Company, the named trustee, Is willing to withdraw as trustee in favor of Timothy Morgan Nye and Wade Mickey Nye, sons of the said C. Richard Nye, Sr. 10. The said Timothy Morgan Nye and Wade Mickey Nye are ready, willing, and able to act as substitute trustees for Dauphin Deposit Bank and Trust Company on a permanent basis. 11. Timothy Morgan Nye, Is an adult individual, Is a graduate of Shlppensburg Area Senior High School, class of 1975; a graduate of Shlppensburg University, class of 1963, Bachelor of Science Degree, Major In Economics, and Is well-experienced in the handling of money and investments In connection with his responsibilities at the H & Hear dealership in Shippensburg. July 111, 111118 ,-,;.;,-; ~; . r 12, Wade Mickey Nye, Is an adult Individual, Is a graduale of Shlppensburg Area Senior High School, Class of 1977; a graduale of the University of Maryland, Class of 1961, Bachelor of Science Degree, Major In Finance; a graduate of Dickinson School of Law, class of 1965, and Is likewise well- experienced In the handling of money and Investments In connection with his responsibilities at the H & H car dealership In Shlppensburg. i, , , " , ! '. 13. The said Dauphin Deposit Bank and Trust Company, Timothy Morgan Nye and Wade Mickey Nye have all signed Consents and Joinders which are attached hereto. W HER E FOR E . your Petitioner respectfully prays that your Honorable Court Issue a decree for appointment of Successor Trustees In the form attached hereto. Respectfully submitted by Counsel for Petitioner, ~g~1lL Charles E. Shields, III Mellon Bank Building 2 West Main Street Mechanicsburg, PA 17055 (717) 766-0209 July 111, 111116 .i-;~ LAST Will. ANIl'IVS'rAMli~T UII C.lw..:ullltU NYll. Sll. I, C. 11ICII^11IJ NY!!. SII., \1111.11. ('. SIIII'I'<",IIIIIII. (.',""1",,11"111 C\lIIIII)', Pl:lll1h)'I\'IUllil, hcllIJ; uf hUIIlIl1 mul ,1i~IJmIIlU lIlilhl, IlICIIIU'Y IImJ UIltIl'lhlilllllilllhdu IIl11kct IlIlhlbh nlld d<.I.... Ihl. Iu I", lilY 1.11.1 Wllllllld 'I'<.IIl""'"I, h<l<by I<V\lkllIlI,md IIIU~11I1l v\lld ull fUllller Will. by lIIe ntllllY lillle h<n:lurule lIIade. 1 dln'Cl Ihe 1,")'lIIelll Or nil lilY JU'I <1<1,,, lII,d fUllclnl C'I"""c, ns 'UUIIII. <\llIvelllclllly lIIay be nner lilY de'Cell'c. SI'ECJIIIC IIMHJI\STS I. 1 give my pooltllble nlld ull ur the m.-cCtisoric5, fur cxnllllllc, the table L'Ovcr, cue &tlcks, ball Iiets, ruck, JHumge nll:kt Mrillg cuulIler, UVClhClId light. Dlld the like tu illY "011. '1i111Uthy Mmgun N)'c. Should Ill: prclJccca!lc mc, then to my .un, Frank Crulg Nye, (M II I. lilY e,p'css wl.h Ihal. shullld lilY aru,e.ald SUII. TllIKlthy Mursall Nye, , survive me and be given Ihls table uml Dcces~urie5, thill he h'CJl liUl.:h lnhle In nne condition Dnd Ihal, shoulJ he ever be disposed Iu sell II ror nny ,ca'oll whalsocve" hc .hould slve Ihe 0"1 chalice 10 purchase II rur n fill, alld ",,,ulIllble price Iu hi. hlU~lcr Frallk Crlllg Nye aro",sllld Ilud/or also his sisler, IIWTiet Sue Nye Sdlurfcuburg. 2. I give my two (2) "a.. gauge clcCLrh.: train scls to my SOil, Pmnk emlg Nyc. '11CSC train sets came Cram my home nnd are to inclutIc cnglnes. cars, lrock, switches, bullflll1gs, c(lulpmcnt, wire, anti the Uke. I' ,I I' I 3. I slve 10 my .on, Timothy Mu,snn Nye, Ihe sol or 1'lIsner Genuall neer G1nsscs which he gove me on his rclum rlOlI1 Gcnmmy. 4. ;,' To my 5UIl, Timuthy MUq;'IUl Nyc, I give ullmy cherry woo.) bcl.huulII rumllulc which was given to lI1e when I was living at homc by lilY muther, Janet Mickey Nyc IloUnr. Said fumllurc Include. one (I) douhle bed; one (I) messing lahl, wllh nUllOrund chnlr; one (I) large chest of drawcn; anD (1) sm:\ll chest of IJrawcrs (kept for some years in II1Y son TimotJlY's room), IWO (2) malchlns bctlslde lable.; one (I) cedarcheS!; and one (I) n:cUlllngchnlrand roolSlool. (II I. possible Ihul the ",cllnlng chair nlld rool S!oul n:rencd 10 mIght nol he nClual cherty bUll wanl diem to be given as per m)' Instruclions nevertheless. Should my son 1111lothy predecease me, then to lilY son, Wade Mickey Nye. "1 '. 'i:' '. ~ i: : h, p , .1 q . pi. . ," t' eXHIS. If /I ~. I Slvu my 1"'0 (2) Iid.o!> ".my '<>11, WII~O Mlckoy Nyc. 6. I slve oil Dr my COIlCOllolI' or l,holl<>S"'I'h recold.lo my '011, '11l11olhy Morson Ny.. I glv. 1111 or my lIellllllpe. ulld lI'llIl\:COI~Cr 10 lilY '011, Frllllk Crols Nye. Shoul~ .lIher 011. or Ih.m pred.e.u.e lIle, Ihen Ih.lr beIIU.5I .hull g<>lo lilY "'", Wo~e Mickey Ny.. (,.a. I slve my colli collocllolllo my '011, '11l1lolhy MorsulI Nyo. Shoul~ he prctlec.o.. lIle, ~Ien his belluesl goes 10 my son, W.~e Mickey Nye. I I 7. All oflheJ1101l.y remaining In lilY pcnoll.1 checking .''CoulIl #412.537.568.5 In ~I' COmlllon.....llh Nullon.1 D.llk, ShIPJIC",bu'g, I glv'lo lilY ...Ir., lJoro~IY M. Ny.. Ir she .houl~ pred...... me, then Il.hull be dlvl~ctllnlo two (2) ~qu.l.han:s WId be dblrlbulctl bel\\'CCl1 my d.ughlers, Hamel Sue Ny. Seharf.nburg on~ Chrl.ly Ann. Nye Hoover. 8. All orlh. mon.y remaining In my TOTAL CON1ROL ACCOUNT WIUI MlrntOI'OLITAN !.IF!!, AccoulIl #80.040726.2 .nd III Nonh.....lem MUlu.1 ur. Aecoulll #51.000715.1.1 give.. rollo...s: It sholl be dlvl~e~ hllo Iwo (2) e'lu.1.han:s WI~ bedl.uibulctl belween my ~.uglller. (Iamel Sue Nye Soh.rronburg .n~ my ~.lIghler, Chri5ly Anne Nye Hoover. 9. All Dr ~Ie common IU1d prerelTCl! .hurt'~ or Slack ond lU1y righ.. Dr o~ler valuoble eonsldenlllons which nllaoh Ihereto,l glve.s fullo...s 10 D.uphlll Depo.1I Dnnk and Tru'l COmp.ny, ns Tru.toe, III TruSl, for Ihe following purpose.: 1. All ~Ivl~ond. nlld IIICOlllelhorerrolll (excepl ~llIllnxes thcreon lIlay be wlU,hel~ Ir suoh withholding Is. In the disc.:rcllon uf my 'J'rubtcct tuudclIl under ahe circumstances) shall go 10 my wire, Durothy M. Nye, for nnd ~urlng her nUluralllre. 2. My said TruSlcc .hall have Ihe I,ower .n~ aU~lorlly 10 make chnnge.ln Ih.lnveSlmelll ponrollo if II deenu such ehong.s 10 be wbe 1U1~ pru~elll. 3. Should Ihe TruSloe.1 nny lime deem lile nellllcome payable from Ihls TruSllo be Insufficient 10 suppen my said wife, Ihe Truslee lI1ay. AS oflcn os it deems necessary, pay 10 or opply for Ihe Use an~ beneOI or my wlr. .uch pari of Ihe prlnclpol or lills Trusl, up 10 and Including I ~". ",-.\.... ";" "." ',"..' ",_,,", '..:'.-:4 Fh'~~."'. <,..-;' t: . . Ih. whul. Ihc..ur, a.lh. 'I'nlll.. III h.llh".II,," b.lI.v.. n......1)I rllr III. "'1'1""1 ur my "Ill wlr.. , A. S1'ANI>A!1/) 111 ...",I,llIg h.III"~ellulI hO'.lIl1l1or,lh. Tnlllo. ,hallla~.11I1u con.lllcnllulllh. IlIcom., .unllIlU eal,a.lty, relUU"'O' anll ull,.r "Jln... nr ",.cll'l"r my ..Ill wlr., IUU.lh.r wllh allY olh.r raclur whl.h Ihe T'llIl..may IIcemp.nlnom, IlIclulllnu III. a''C.llum.llmonn.r or living or my ,aid wire, butllcctl nul fC'IUIn: tile c'\hau~llul1 ur l'eriOnlll rc,uurces al Q <:011\J1I1ulI ror mAking IIlab.r..cmenlS unllor Ihe .ulhurily ur Ihls p.raUluph. 'l1,e JullGmonl ur Ihe """1.. a. lu Ih. propriely enll unlOum oC IlII.u.1I I,aym.m, ,hllll be .on.luslv.. NOlwlthsulOillnG any provlllon 10 Ihe conllllly,lh. 'I'ruslce shllll nol illsuibute princlplll....pl wllhln the ilandunl. or IlIlomulllevenue Co<Je .ce. 21>>1. n. EVIDIlNCIl 01' NIlEI> nlC Trustce may, in lis discretion, require as Q condition precedent 10 Ihe IIlsuibullon Dr MY TruSI "'015 ror luppon ur nllvane.monl,lhal my IIlIII wlr. Cumlah evldonce or her finanellllcondhlon,lncol\le .amlnG cnl,.clty, and a"clS,ln Coml Dnllconl.1Il sallsrDCIOl)IlO the Trustee. TI,.Truslee shall be .nlllled 10 rely upon lI,e wriuon ccnlnoalloll oCmy said wire or any guardian or power or anomey ur my said wire as to the nature Dnd extent or 111)' lAid wire's necds ror suppon, wld Ihe Inadc'luacy or m)' sahJ wire's resources Dpnn rrom the Trusl. The Trustee .hllllnol be ""Iulred 10 n"ke runhcr Inqull)l u. 10 Ihe uUlhenllehy urlhe rael5 '0 ""nlna!. C. PRIlPHRENCIlS In excrcising Its discretion hereunder, tilC Trustce 15 to <:onsldcr the needs army IIlId wir. ror suppon durinG herllr.llme as Ih. prill1lll}' purpose orlhlsTrus~ .v.n Iflhe satisfaction of such needs requires invasion of lhc entire TruSI Estnte. D. SIICCIlSSOR TImSTI1IlS lr.ln Ihe IIls.r.llon Dr my 'I'ru".o, Ih.prlnclpal ur lids Trusl beo"mos so luw 11101 eosU>> and minimum fee ~chcdulcs make It 11I1pmclicllble fur my Truslee 10 conlinue to scrve in such cal'3ehy,II,en I h.reby nppulnllllY sons, Wade Mickey Nye end 'I'hnothy MorGDn Nye 10 ..rv. as successor trustees. 4. Should lilY .ald wire have pra!eceusa! llIe,lIl.nl Give Ihese sh"",,, end MY valuable riGhlS which Dllaeh therelo or the procea!s Crom a sale oCd,. same by my Exceulor or Trust"" to be dlstribuled equally amongst my grandchildren who survive me. Should, howcver, my wife not pn:<lcce3se I\le, bUllnsteatlllle lIur1nG the lenn or lids Trust, th.n "'IuaUy to lilY lJl1II1dchllclrcn who ore survivinG Dl the IIm.ormy said wlCe'slle3111. '. ,'. ." III. lilY wl.h Ilmllh... .hd. I", \.11111,'11 111111 1I1.I,lIh",,111I klllll .., rll' II. lII'y I.. tePlOnablc "nd (c".lblc \Inlier ,he ,..I,,:ulII\lall\:cl. I ulw clve lu m)' Ibe,,'ulur or Tn"ll.'C, PI ,he CI.O may bC,lhc r1~III, Authority, 1l1l~llkmw lu t1ihllihulC .uch ,11111e. ur IltN.'k 10 m)' tultl glimdchlhlren. IlIuvldO<J Ih.1 un allllcable ..nl.lllelll c,"I", ...clI.1I alllulIg'llh.1II ur Ihelr gUllnlllIlI. a.lu whum .hould Inke which I'anlculur .llIu... Jr fur allY le""lII all ullllcubl. .enklllelll II lIul ",achO<J WllulIg all oflhe abov.'lIamed g"""dchlld,,," or ~Ielr guwdlall', ~lelll dl"'CI ~'.I wllhare. be IIlluldaled alld dl.llibulcd u. ca.h. IU':SIIJUE 10. \. ..: Alllhe rest, rcrdtluc nlld rCl11uhuJcr of my estate, real, flcr50nal, or mixed, whatsoever and wheI'Csocver ,huntc. I cive. devise und bequeath 10 111)' wire, Dorothy M. Nyc, 10 her own use And ben.filnbsolul.ly. II. IlIlh. evenl, however, Ih.1 my wire Ihould predecease lIIe, or Ihould dl. al aboullh. lame time os I die, such as in D dlsDstcrCOll1l11on 10 bulh of us, J give, devise Dnd balucalh my estate In .qualIhare.10 my seven (7) children nallleda. fullows: (I) C. Richard Nye, Jr., (2) Tlmolhy Murgnn Nye, (3) lIarriel Sue Nye Scharfellburg, (4) Wade Mickey Ny.. (5) 1'clerTudd Nye, (6) Fmnk Craig Nye, and (7) ChriSly Anne Nye lluover. 12. I nominate, conslltute amI DpJlulnt my wifc, Dorothy M. Nyc, 10 be thc Executrix or lhls. my Last Will nnd Testumenl. Ir she should predecease lIIe, or for any o~ler rensun be unabl. 10 ael, orloconlinue 10 ncl lIS such E5eeulri5,Iallpoinl ~Ie Dauphlll Depo.h nank and Tru.t Compnny to be Ihe Execulor In her place nnd 'Ie:ld. I rUI~ler dl",ct Ihalnehher or Ihelllshull be required 10 me bond or olher .ecllrlly III the Ornee orlhe lleglsterorWiII. for ~Ie l'ulJ1o,eor adlllinlsterillg lilY lJ,ulle. 13. Inuthoriz.c onu empowcr my pcrsonal rclJrCsentDtivc, in her sole ollunbsolute t1lscrelion. 10 purehas. oro~lelWI,e aC'lulre alld retain any inve.ulIcnlS of which J die seized, or any rew or personal property of uny ml.lurcj to sell, leDsc, pledgc, mortgage, lransfer, exchangc, disposc of, or gram ol'~onsin regan! 10 nny or ulll'mpeny or any kind fonlling al'an or my USlale ror lueh tcons and such prlccs os she may deem aLlvisable; borrow money for uny purposes connectcxl whh lhe prolection and preservalion or my fulale; 10 mongnge or pledge any real or flCrsonal proJlCny fonnlng a Plll\ ormy IJSlale, or to Jolllln or seCUle ~le I'anl~on or salllC; lu comproml.e any claims '. : " .., . , ,. "t . ......-- I .. I, I I I' , -._.... n " i : ;.,,,."',..,...._" or d.lIIl1l1d, or lilY 1101.10.>>.111.1 olh."..r..r ..Ih.... nCDIII" lilY 1l11.'.; 10 milk. dlllrlhUllUII In kllld and 10 cau..aIlY .h"", 10 Ill: cUlllpu.cd ..r cu.h, l"u,'.lIy III Ulldlvlded r,acllUllal .llIuelllll"upeny dllfc",nlln kllld r"'lIIallY olll.r .hll"'; nlld lu c.eCllle and dcllvcr Iuch IlIlIIulllellllallllay be nccCIIIll)' 10 ellll)l oul any or Ihcl. powell. IN WITNI!SS WIIIJRI!OI', I have hc",ulllo 'Cl my hlllld alld ICallhll I ~ I ~ dlIy oC June, A.D. 1992. /.!.I c. <<;d,...} !JfLI Sr' (S!!AL) . ' '\1 , , i , I \1 '. /1 " ! Signed, ICaled,puhll,h.d IIl1d dcclurcd by the IIbove.n.mcd C. RICHARD NY!!, SR. lIS IInd Cor hi. La,l Will and Tcsl.nlClIl, In IIle p"",ence or U'. who III his rcqucslllnd In hi. p",sence, and In lhe p",.ence oC e..h oilier, hllve h.",ulllo ,ubscrllll:d our IIl1mcs liS whoe..... /SI (!f/4rles P. <:SIJ:cldr/lT' 1->/ /(li'l1kl!, 1/.. Cu..I/. VERIFICATION I verify that the statements made in the foregoing document arc true and correct to the best of my knowledge or Infonnation and belief. I understand that false statements herein arc made subject to the penalties of 18 he.S. 4904, relating to unswom falsification to authorities, ~E--~~~K' CHARLES E. SHffiLDS, m Date: 9'- S' . ~'" July 111, 111116 .' . . CERTIFlC..A TH OF SERVICE AND NOW, this 8th day of August, 1996, I, Charles E, Shields, III, hereby certify that I have previously provided lnIe and correct copies of this Petition and all attachments to all the parties In Interest All of them have signed the appropriate consents and/or joinders which arc attached hereto, ~ E.~ '2II"' Charles E. Shields, III , :~ * , ci,' 11 July 19, 199B .' JOINDER AND AfFIDAVIT COMMONWEALTH OF PENNSYLVANIA: : SS, COUNlY OF CUMBERLAND Before me, a Notary Publlo, In and for the said oounty and commonwealth, personally appeared TIMOTHY MORGAN NYE, who, being duly sworn according to law, deposes and says that the facts set forth In the foregoing Instrument are true and correct to the best of his knowledge, Information and belief and that he is In agreement therewith and hereby joins the petition. I, TIMOTHY MORGAN NYE, further specifically state that I am willing to serve as successor trustee and to do so without compensation. WITNESS: _~f:~2if 14!- " h;-.:I!I ~c4/~ TlmothY~rgan NY'e Sworn and subscribed to before me, a notary public, this m day of ~ ' A,D, 1996. ~ ,t, .Ell Notary Public NOlarial Seal .. Charies E. Shields III. Nolary Publlo Mochanlcsburg Bo,o, Cumberland Counly My Commission Expires June 20, 2000 Member, Pennsylvan~ Assoc~lIon 01 NOII,I.. July 19, 1996 .' JOINDER AND AfflDAVII COMMONWEALTH OF PENNSYLVANIA: SS. COUNlY OF CUMBERLAND Before me, a Notary Public, In and for the said county and commonwealth, personally appeared WADE MICKEV NVE, who, being duly sworn according to law, deposes and says that the facts set forth In the foregoing Instrument are true and correct to the best of his knowledge, Information and belief and that he Is In agreement therewith and hereby joins the petition. I, WADE MICKEV NVE, further specifically state that I am willing to serve as successor trustee and to do so without compensation. WITNESS: ~~~~ ~~~ ~:':iC;~ NV Sworn and subscribed to befor~7~ a notary public, this day of ~du~ Notary Public . ~71L , A.D. 1996. Notarial Seal Charlea E. Shlelda III. NolaI}' Public Mechanlcaburg Boro. Cumberland County My Commission EKplres Juoe 20, 2000 Member. Pennsytvanla Association 01 NOIlrl.. July 19, 1996 /. .""j- '.'C.- ... :...,:.. ""i~-r':''':'~~:''- f''':H~\~,";F'~''.''i i:--I:HY!~""..tf;;;t;'u;-..i"""",.",~.- r ." COMMONWEALTH OF PENNSYLVANIA: : SS. COUN1Y OF CUMBERLAND Before me, a Notary Public, In and for the said county and commonwealth, personally appeared ALAN B. RHINEHART, Trust Officer. as authorized representative of DAUPHIN DEPOSIT BANK AND TRUST COMPANY, who, being duly sworn according to law, deposes and says that DAUPHIN DEPOSIT BANK AND TRUST COMPANY is willing and desirous of renouncing and transferring its appointment to the within-named successor trustees. CJl!.JfJIJL d- p ~j, Alan B. Rhinehart -- Sworn and subscribed to before me, a notary public, this -r!!!:.... day of 4,"J'.A- ,A.D. 1996. 4Uv1 ~ Notary Public (/ Nolo,lol Soal 5"elda W VAnI'. NOIRrY Public Corllslo Bora. Cumberland County My Commission Expire" Oct 4. 1999 July 19, 1996 '1 JRDlJune 30, 1992117858 REGISTER OF WILLS Cumberland Counly Courthouse One Courthouse Squore Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: CIlARl.ES E. SIlIELDS I ESQ. I RE: Estate or RICIlA.RD C. NYE, SR. , Deceased, lAte or RHTPPF.NRBIlRG ,'WP Estate No.: 21.199S.63itUGUS'l' 12, 1995 Date or Decedent's Death: Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If applicable, within two (2) years of the decedent's death, and annually thereafter untll administration Is completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, In substantially the prescribed form, showing the date by which the personal representative, or attorney, as appllcabte, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite StalUs Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, If the requisite StalUs Report is not filed by 9.30 , 19~1 you are hereby advised that a request will be submitted to the Court in accordlllce with Rule 6.12. Date: 9.16.97 Distribution to Estate File STATUS REPORT UNDER RULE 6.12 Date of Deathl t</C.W,t:MD C. AJYE, St(!.. ~. IZ. ~ '1(' Name of Decedent: Will No. Admin. No. ~/-9s.6J9 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete I Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No.1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes~ No . b. The separate 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, 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. ". '"n:) )I~) ~~ Signa t.ure 'f!f? N~ F, r<)h/e!th .&J Name (Please type or print) fa e/ouur 1&1. ~ 'J:t/# !;fJS!r Address Date: 9'17~ '11 ': E i): :: d n l rJJ': /6. ( "}171 '1"- -- t? 2c9 Tel. No. u Capacity: Personal Representative ~Counsel for personal ~representative ....',' ., . (MAH:rmflAM3)