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Home My WebLink About95-00641 ,.-;.. '. ~ t ,_~ _ J~~. t '.' , ,. ,'. ~ ',' I'.~TITION FOIl I'llOlIAn~ Rnd GllANT 011 U~l'n~llS I.;~t(/tl! Of ROY A. l'A'nEltSON al.m klloll'lI (/J f)1!L'1!(/.wd. SIIc/al Securlt)' Nil, 141.16-9192 No. 01/- q,5- ~ tI / To: Rellister of Wills for Ihe County ofCumberlnnd In the Commonwenlth of I'ennsylvnnln TIle pelition of Ihe undersigned respectfully represenls thnt: Your petilioner(s), who is(are) I H )'enrs of nge or older ood Ihe Execulrix nOOled in the Inst will of the nbove decedent, dnted April 4, 1990 and codicil(s) dnted InoneJ, (slole rcleYW11 circwllslonces, e g.. rcnunciDtion, deDth ofex.'Culur, ctc.) o Decedenl wns domiciled nl denlh in Cumberland Counly, Pennsylvania, wilh his Inst fnmily or principal residence nl 700 Walnut Bottom Rand, Carlisle Borough. (list slo.'CI, numbcr DI1d municipnlilY) Decedenl, then 76 years ofnge, died August 12, 1995, nl 700 Walnut Bottom Road, Carlisle, Cumberland County, PA. Except ns follows, decedenl did not marry, wns nol divorced and did nol hnve n child born or adopled nfter execulion of the will offered for probnle; wns nollhe viclim of n killing and wns never adjudicnted incompetent: No exceptions. Decedent at death owned property with estimated values ns follows: (If domiciled in Pal All personal property (If not domiciled in Pn,) Personal property in Pennsylvania (If not domiciled in Pal Personal property in County Value of real estate in Pennsylvooia situated ns follows: None $ unestimated $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the Inst will and codicil(s) presented herewith and the grant ofletters testamentnry thereon, (lcslaJ11cnlnry; Ddministrolion C.I.D.; Ddminislrolion d.b.n.e.I.D.) ~' c.-_ 1'/' 'a ...~,~ ~ - /;/1 r-;-~. .J aomi M. Peirce 621 North Enst Street Carlisle, I' A 17013 (249-7500) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petilioner(s) nbove-nnmed swear(s) or affirm(s) thntlhe stalements in the foregoing pelition are true and correct to the best of the knowledge and belief of petitioner(s) and that ns personal representative(s) of the nbove decedent, petilioner(s) will well ood lruly administer the estate according to law. .!I(iQ-"11~~ gM~ Naomi M. Peirce ~. No. ?l..c}f,....(,d,l Eltnte of noy A, l'A'I"n:ltSON, netca.cd nECREE OF PROBAn: AN)) G1lANT 0J0' LE1TERS AND NOW, AUGUS'r 28 , 1995. in conslderallon of tho petition on tho rovorso sldo hereof, satisfactory proof having been presented beforo mo, IT IS DECREED thatlhe instrument(s) doled April 4, 1990 described therein bo admitted to probate and filed of record ns the Inst will of ROY A, P A TIERSON and Letters TestnmentAry aro hereby granted to Naomi M. Peirce. Will Book # Page MARY ~~JJI~ '~~~~r~:~l}ml'h~ Stephen L. Bloom No. 49811 MARTSON, DEARDORFF, WILLIAMS & OTTO 10 Enst High Street Carlisle,PA 17013 (717) 243-3341 FEES Probate, Letters. Etc, Short Certilicates( ) Renunciation JCP X~PAGES 'R&'lAL TOTAL Filed AUGUST 28, 1995 $270.00 $ 12.00 $ $ :> .uu $ 6.00 293.00 01" co 'T-t ....r.t: ~d: 1""'\ t',. 11 ,> L" ~ ...-. .::, :) "'~ a: '()~ :ul:: __ :l uU F.\FILRWATARLE\RSt'ATEIN.mn:R.S.11!5 PHONE ATTORNEY ON AUGUST 21..95-641 -;\ , ",; " ''''~ t t;: ~ f . . ".. W ILL Q..! ROY lli. P^'l'TEnSON I, ROY A. PATTERSON, of QUINCY I in the COUNTY OF NORFOLK, and COMMONWEALTH OF MASSACHUSETTS, make this my last Will and Testa- ment, hereby revoking any and all former Wills and Codicils by me heretofore made. FI PST : I hereby direct and request that my Executor, here- inafter named, sell all of my tangible personal property, and that the proceeds therefrom become a part of my residuary estate. SECOND: I give, bequeath and devise all the rest, residue and remainder of my estate of every name and nature and wherever situated which I shall own at my death, or to which my estate may at any time be entitled, as follows: (a) One-half (1/2) thereof to my sister, NAOMI M. PEIRCE, now of Carlisle, Pennsylvania, if livinq at the time of my death, and if not, to her issue then living by right of representa- tion; (b) One-half (1/2) thereof to MILTON ACADEMY, Milton Massachusetts, to be used for general purposes. THIRD: I hereby appoint said NAOMI M. PEIRCE, to be the Executor of this will. If she fails or ceases to serve as Execu- tor, for any reason, I appoint WARREN C. PEIRCE, my brother-in-law, as Executor. I request that the same persons named herein as Execu- tor, upon application be appointed temporary executor, in the same order of succession. I direct that no Executor whether named herein or subsequently appointed, and no administrator with this -,~,,'~ ; ~: ~ft1:::',,: ~:J:t~ :~-~y,>,' , !"">,- 'i',;<'-/ "";;', < , " t~::';:f~-'~_'~ .... .;_ , . , PIIOE ~ - '1' 1\1 .Q .-' '---.... "" ,",..., .h." b. "'''''''' '0 'er'ieh ,er..y or ,"reti., 0' .'y ""0'.' bo" " ."h "P."'Y. .h. .PPo',..... 0' . ,u.",oo ., "'" or .'""'.r o"'o.r by 'h. Co,,, h,v',. jur,."o.,.. 'ver .y .."'., .h." b. ".Po..., w'th " 'h. ..".u. ."." fro. ti.. .. "m. P.,.'"., by,... "u'h.r',. my .'.ou'or '0 ..", W'thou. '.o..."y Of .PP'y,.. .. the Prob... Cour. for "0.... .. ,. .0, .,y or ." 'f .h. P.re..., .r r.., Prope"y Of .y .'" ..'.'e uPon .u" ..,.. ." 00""'0" .. .h. ,.... b.... N. ".ou'or here"'.r .h", b. Uob,. for "y error of jU''''e.. or ,.W on h.r p.", bot o"y for her wilful default. ""er.ver 'he wor, .....u.or. '. u.e' ,. th,. 'i", or any Pro. "un ".' i. P'.o. there'f, i. .h", me.. .., i.c,u,., wh.. the ee"e.. .. Po"'"'., the E.ecu.or or Exeou'ri., or 'h. A,,".i..r"or with 'he "" An...., for 'he "me b.'.. 'f 'h's "", Whe.h.r or'. ginal, successor, female, male or corporate. Any EoecU'or 'h", upo. h', 'cc.P"'c. be.om. ve,.., wi'h .,.,. .. 'h. prop.rty Of 'h. ."". .'thou. 'he r..u'...... of "y 'c. of ee,v'YOO.e or 'rOO'f.r .., 'f'.r ,cc.P",o. aha', haVe a"~ the Power" .Uthori.,., 00' ",cr..,o., '0' .,y '. ." re,p.c.. ... .. if he h., been originally named and apPointed hereunder. !,OUR'l'H! Any PoYme.. '0 be ."e by.. "ecu'or here"'.r to . ben.fi.'." .ho ,. · ,".or, .'Y be ..,. "rec.,y to .Uch .inor or '"P".' ,. ooY .uoh ."'.r .. he .'Y 'ee. "v'."'e 'or the be..". .-l:~--ld ~f-~-;r~.'; :'<'~f'fif~?;~#$~~f"~~_?#.i~~l'jtf:~~_~"'k~- " , . 1 , " ]I, 0 E T II R E E of such minor and such payment shall be a full discharge to my Executor wi th rospect thereto. IN WITNESS WHEREOF, I, ROY ]1,. PATTERSON, hereunto set my hand and seal and in the presence of two (2) witnesses declare this instru- ment, consisting of three (3) pages, to be my last will the 4th day of April, 1990, and I further declare that I sign said will willingly and execute it as my free and voluntary act for the pur- poses therein expressed. ROY A:S~~~; T-;stator We, the undersigned witnesses, each do hereby declare in the pre- sence of the Testator that the Testator signed and executed this instrument as his last Will in the presence of each of us, that he signed it willingly, that each of us hereby signed this will as witness in the presence of the Testator, and that to the best of our knowledge the Testator is eighteen (lB) years of age or over, of sound mind, and under no constraint or undue influence. , ~~, '1~A~ %S . /n. ~;;_,__ Witness . COMMONWEALTH OF MASSACHUSETTS Norfolk, ss. - Testa- WP :)\ ,~~ I'-,! ~i &\ {.r;"tL " 'f-~-n. f Cl <. .~. .. .\', _.1 . -U i:) ,- 0 ...... i'iU;'_ I.' lil~ :oe; /:'!> ~" \Q , !1 . ,.' t I t , t = m ~ ~ [In a l:! ~ ".t) ~ ~ I t fa ~ ...... ' III = ~ ~ trt I " " , t . . ~"~ ~. ~ ~ ~ ~ ~ ~ " z ~ ~ o( ~ a 11/ - [""- I,. . . .". ,. .~ i. ot ..' !~.'" CI!R'I'IIIICA'I'ION 01' NOTICE UNIlI!I{ ItULI! ~.6{al Nalllc of I>ccedcnt: ROV A, 1'A1"J'IlRSON Date of Dcalh: August 12. 1995 Pile No. 21-95.641 To thc Reglslcr: I ccrtlfy thai nollcc of bcnenelallnlerest required by Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to the following benenelarles of Ihe above.captloned eslate on or aboul Septcmber I. 1995: tiBm Address Naomi M. Peirce Millon Academy 621 Nonh East Slreet, Carlisle, PA 17013 DevelopmenlOffice, 170 Center SI,. Milton, MA 02186 NOllce hns now been given to all persons enlitled Ihereto under Rule 5.6(a) excepl: N/A Dale: September 1, 1995 Slgnalure Name _~ L ec-. Stephen L. Bloom MARTSON, DEARDORFF, WILLIAMS & OTfO Ten East High Streel Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative N .~ct 13 r;) .~~ = L: , , , ~ I 1 P ~ 0 ,~ u (~ ,,~ . E ",0' ce - P' .!O!::> UU .,,'" ...4.... '4, :&.:..::<.;....__.;____~__..;..________ _~_________...J ___.........____________ __..... Q.01:-:-"~ ?'t';.'~;/{i;,,:: 7t.'n'.;'<F<-~;'_!-(:<.;~-': t,'>-::_::f~ :-;:,-': :"," ,_\~ .- '. . 1I'>~?';<A/itO"8' 2' 2"8" 0'; /i C()r-wONWEALTH OF PENNSYLVANIA Jlo,.l"U:'j . . ;', "'c', ,')j' , DI.'RTMINr OP RIVINUI "-'~.'.""'_,-,,: ,~",::",-__,_,_ ",._."'",.,,_,-'._;__.....,.,_, ..';' .... .... r". '.:. . .,...:-',(~l":i:....~,!..f""..-,_..,..~;.-n'.~.F;~'.' ",._....,.~.,...._.... ;....1, "__"";'-" .... ..... '" _' '_' '.' V ~ I':'. ;',' ",', ' :.' .i,: OPPICIAL RECEIPT., PENNSYLVANIA INHERITANCE AND ESTATE TAX i.r;.'l6IfX....4_,., .. ,...J - __ ... -- . .. ., "......- , .' '.. . RECEIVED FROM, i ACN ASSESSMENT r:t CONTROL ... NUMBER AMOUNT BLOOM STEPHEN L 10 E HiGH STREET 101 .Ul,e,e.e, CARLISLE, PA 17013 - 'OlD Hflf ESTATE INFORMATION, m FILE NUMBER rli1 21-19915-0641 1:1 NAME OF OECEOENT (LASTI i:iI PATTERSON ROY A II DATE OF PAYMENT EI POSTMARK DATE COUNTY CUMBERLAND DATE OF DEATH BSN 141-16-9192 IFIRSTI (Mil REGISTER OF WillS m TOTALAMOUNTPAID .HI,1592.159 VZ RECEIVED BY \MA' -, (!, tI ~j)~V ~ $IGN~A'/1h.I. ~ MARY C. LEWIS I~'- ~ REGISTER OF WILLS REMARKS SEAL NAOMI M PIERCE C/O STEPHEN L BLOOM ESQUIRE CHECK" 97 -----------------------"---------------------------- " \. -. ~, ' """ . , .f " . _.... ..___A r~""""'-- -- ,'. -f~_ ~ ,I I y--..--.--->-..... . ..~._..- , -_-., ~..l_. ,- . 'ly.\lOO'" 1'''1 I !J . ~ ,2 ,) . I', * INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) I 'OR DAIII O' DIIoI" AnU I ~1311" CHICK HIli " A .'OUIAL I.'OY"" ClIOII II CLAIMIp'. CJ ..... ___ -,.. . I PILI HUMIU 21 9S 641 ICOUtHV COOl Yl~1 tjIJM~I_J1 ., CO,M..QHW\Al1H O' .INN"\....HIA 0.... .I~'~' .\'INVI H..."fJ.6 ~.Oti 110'" 11II1 I 111, 'AU 700 W/l1nut Carli1l1e, c.""", Bottom RO/ld 17013 I I!! al. 0,111..1 R".r. 0 l. SlIppl,m.ntal At,,,,," 03. il! 0', L1mlt.d e,lat. o 4a. ''''''HI 11'1""" Comploml.. 05. (fa, do'" 01 dla't. oh., 12.12.821 (iJ b. Deudl"' DI.d TeUOI. 0 7 O.ud'l'Il MOinla,,,,d 0 Liwln9 T,,,,,, 1-1. (A"och copy of Willi lA"oCh cop., 01 T''''I'1 AN CON DE TAX INI'ORMAnON SHOULD III DIRICTED TO. 20. If lIn, 'Q II gnoll' ,hon lin, 18 ''''1' ,.., diU,r,"Ct 0'" t;", 20 Th'l i, ,.,. OVERPAYMENT. I'J O."~"""""I"".I'."'..I.,j," ~11l,~,.'.1 .1"T':"!":r:'1.'1.1' .'~J-H!.L:...Il,,,''',1 21. If Lin, to il 9,.0Ier lhon Lln, 19. ,"", ''I' dIH.'.n~. on ~.n. 21 TI'I"'I In. TAX out. A. Ent.r Ih. inl.r.1I on th. balanu dl.l. on l.n. 21 A 8. Enl.r tho 10101 of lIn. 2' and 21" on lint 2U Thi. illh. BALANCE DUE. Make Ch.ck Payabl. '01 ReGht., of Wllh. AG.nt liE SURE TO ANSWER ALL QUESIIONS ON REVERSE SIDE AND TO RECHECK MATH ~ U.dtr p..altl.. af ptriury. I d.do.. .h., I ha.. ..am"'. ..., ""'", ..,I,...g a<<om,..".g "h.d,'" a.d .'...m..". a.d la ,h. a." of m, '.awl.;;q.-;;;;;Jb,;,;i if It ',u., eo,,,cl and compl'". I d.clo" that all "01 Il'ot. 1'10' bUll "POfl.d 01""" ...odt" ...011,1" O.CIOlOllOIl 01 p,.pa'" olk., Ihon Ih. pellonol tlp,.ltlltO"" I' bOI.d on all Info,,"ollon of which p,.po,,' kOI ony kno....l.dg. I. 10 AU' 0 '" ON III N'"'" '''"0' UI" '''''''621 North East Street .." I/.- (,- _ ., II "bLIYS 1,.,'1.'7H~I'7~"A~I.'~I~~"!~'~II"'AI'" ADD''''], 0 East High Street OA"//)l //'r- 1.-!l-~fiL=~~ t"~,.1;Q'''. t>^ 1.,nl) c...Y.J "E II Es uire ~ I I. Rool !l.a.. (Schod.l. AI 2. S.ack< a.d .a.d. ISch.d.l. II 3. Cla..ly H.ld S.adolPan.mhlp I....... IS,h.d,l. Cl .. Mongag., and Nott. R'Clivobl. (Sch.d",l. 0) 5. Ca.h, lank O.po.ill , Mllt.llan.au. P.nonol P'Op.My (Sched.l. EI 6. Ja,..ly Ow..d Prap.rty (Sch.d,l. II 7, Tra..I.... (Sch.d.l. OIISch.d.l. L) 8. Totol Gra" A".t. (lotoll1nt. 1.7) 9. Funeral hptn"I, Admlnllfrative COI". Milullon,ouI ,"p..'" ISchod.l. HI 10. Debu, Mongag. Llabilill.., LI.", (Sch.dul. I) 1\, Total DodlKlla., (Ia.al L1.., 9 & 101 12. Net Value of Eliott (lIn. 8 mlnul Lin. 111 13. Charltablt and Go....rnmenlal 8tqu'l1I (S~h.dvl. J) lA. N.t Valu. Sub.et 10 lOll; (L1n. '2 mlnul ~in. 13) 15. Spoulal Tronlf.,. (fa, dOlu of d.ath oh" 6.30.(1"1 S.. In..ructlont lor Appllcabl. Ptrctnlog' on An'''1 Sid.. (Includ. ...011.111 from Sch.dul. K 0' S~h.dul. M.l 16. Amount of lint 14 taxobl. 01 6~ rol. '(lncludt valueI ham Sch.dul. K or Sch.dl,ll. M,I 17. Amount a. lIn. ,. la.lobl. at 1~'Ml '01. (Includ. valu.. ham Sch.dule K at Sch.dul. M.I 18. Prlncipaltolt due (Add loll. from Linll 1.5. 16 and 17.) 19. Creditl Spoulol Poverty Cr.dil Prior Paym.nll . ~ ~ .. ie .. 8 >< c .. R.malnd., A.IIltn II., d.... a' d...h p,lar.a ll.\3.8ll Ptderollhlall To. A.I",,, A.qvb.d Tolol Numb., of Sol. O.pOIII 80." roo;. ,"" (O""llll "''''lt~C. ...~O.IU i MARTSON, DEARDORFF, WILLIM1S & O'I'TO Ten East High Street III 0 III 115,14B.82 \31 0 141 n 151 1?R.4'" ?R 161 0 171 0 181 243,602,10 \01 21,591.92 1101 3,166.B9 (111 (121 1131 114 24,758.B1 218,R43.2Q 109,421. 64 109., 421 6" 11$1 1161 1171 o o K._- _x ,06- () 16,J11..,.25_ 16,413.25_ o 109,421.65 M .15 . 1181 . Oil~ounl 820.66 Inl.r." B20.~6 _ (101 1201 Il\1 IlIAI Il181 1~~-,,!?9 15,592.59 ... t\'IIt1't"'(\\"""I\I 'f" .... oj Act .41 of 1994 provldo. for Iho roduc,lon of tho tall ra'o. Impo.od on tho n.I valuo of Iran.fo,. 10 or for ,h. UIO of Iho IpOU", Tho ralo. a. prolClibod by tho .'otulo will bOI o 3~ (,03) will bo oppllcablo for o.Iato. of docodonl. dying on or aft" 7/1/94 and b.fore 1/1/96 o 2~ (.02) will bo appllcablo for 11'0'01 of docodonll dvlng on or aft" 1/1/96 and b.fore 1/1/97 . 1~ (.01) will bo appllcablo for 01'0'0. of docodonl. dying on or aft" 1/1/97 and bofore 1/1/98 o Spoulal Iransfo,. occurring on or aft" 1/1/98 will bo 1II0mpl from Inherltanco 'all, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS. ES 0 1, Old docodon' mako a Irans/" and: a. r.taln the UII or In com. of the prop.rty transferred, ......"............................................... x b, rotaln ,ho rlgh'to dlllgnot. who Iholl use th. prop.rty tron,ferr.d or it. Incom., ..,..........., x c. r.taln a reversionary lnt.re..; or ....................................................,....'..........111.........". x d. recotvl the promise for life of either payments, benelit. or care' .................................,..... x 2, If doath occurr.d on or b.lor. D.c.mber 12, 1982. did d.c.d.nt within two y.or. prec.dlng d.oth translor proporty without rocoiying adoquolI conlid"otlon' II doath occurrod oker D.comber 12, 1982, did d.c.dont tronlfer proporty within ono y.or 01 doath without rec.lylng ad.qual. consld.ratlon'. ,................. to................................ ,. .,....... to.......... t.... .....,. to to ...11t I I x x 3, Old docodon' own an 'In trult for' bonk account a' his or h.r d.oth'.................,.................... \"'.j IF nH: ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST.COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ',' c:' ;~ ,., l';' ..; :J (jo .~..-..... ...., ...; ,--'" .:-.;'~-,-~ ...:...-'-.:-,..,._....'~:".~f"" ~ ....11011.. I''''' '* COIolMOH"""~O' IIHHIYlV.HI' IHH'\ ,lAH I ..~ I,'UIH . lOIN DlelO HI SCHEDULE B STOCKS AND BONDS PATTERSON, Roy A. 21-95-641 11011 p,....rty 1.lotl...wo.oI with Right .f SUlVlvonhlp mu.t b. 011,,1...01 .0 Sch.oIul. ',1 ITEM NUMBER DESCRIPTION i , r: ~i ~ " " . V....LUE ....T D....II Of DE....TH . I ,. I. 70 sharcs, common, Pennsylvania Power & Light Company, CUSIP 709051106@20.46875 Acerued Dividend 1.432,81 12,99 2, 341,946 shares, common, Pcnnsylvanla Powcr & Light Company Dividend Rcinvcstment Plan, Account #97031721, CUSIP 709051106@20.46875 Accrued Dividend 6,999,21 63.45 3, 8 sharcs,4-J/2% preferred, Pennsylvania Power & Light Company, CUSIP 709051403 @58.125 Accrued Dividend 465,00 4,00 4, 272 shares, common, Gcnera1 Electric Company, CUS1P 369604103, @ 57.875 15,742.00 22,04 Accrued Dividend 5. 70917,80 shares, Scudder Cash Investment Trust, Account #113066921 @ 1.0 Accrued Dividend 70,917,80 117.73 6, 1344,314 'shares, Scudder, GNMA Fund, Account #113066921 @ 14,38 Accrued Dividend 19,331.24 40,55 t' TOTAL 1....1,0 .n'" on II.. 2, RICopi'u!o,lon) III mnr. tDDC. j, "..d.d. in'." additional ,h..,. 01 ,nm. ,il..1 S 115,148.82 ".110111. "'" \ --"---"-.'-- ,..... ~..."',-~,. ~ c""'n?~r,I'H~,~', tll1N,\I~'NI' 'li1l1~lm arM'-' ~p SCHEDULlE CASH, BANK DEPOSITS AND MISCILLANEOUS PERSONAL PROPIRTY , PI.alt P,ln' or Typ. FILE NUJ;\n1l PATTERSON, Roy A. 21-95-641 IAN ".,.rty .....I',....".~ with Ih. I"hl .f 1",..I.,.,.hl, ",,,.1 ... ..1..1..... .ft I.h..."l. '1 N~~~1l DESCRIPTION VALUE AT DATI O' DEATH 1. ooperatlvc Bank, Super Now Account #2047506001 12,853,90 50,076.66 11.26 2. oopcratlvc Book, Advantage Plus Account #2049700503 Accrued interest 3. oopcrativc Bank, Certificate of Deposit #1046273553 Accrued intercst 16,780,00 7,67 4, ooperative Bank, Certificate of Deposit #1048506521 Accrued interest 16,731,40 7.19 5, oopcrative Bank, Certificate of Deposit #1048506570 Accrued interest 16,926,77 8,14 6, cudder accounts, 7/31/95 dividends 414,87 7. apital Blue Cross: Premium refunds 8. I) $100 Series E V.S, Savings Bond, issued July 1961 9, 1) $100 Series E. V,S, Savings Bond, issued July 1977 / 10,' (1) $500 Series E, V.S, Savings Bond, issued July 1977 114,10 583.32 303.00 1515,00 11. (4) $1000 Series E, V,S, Savings Bonds,lssued July 1977 12,120,00 TOTAL IAho en'er on line S. Reca Itula"an S 12B,453.2B IAttach addillo"aI8~- )I 11- ,h,," if ",0" .pace II ""ei.d.1 .....,."".."'....,. (... '1'f111l1l.1"" . SCHIDULI H fUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWIA"H O. PlHN"lVAHIA IHHIII'ANCI ,.... I(fUIN ."IDIHt OICIOIN' Plea.o P,lnl 0' T 0 1, 2. 3. PATTERSON, Ro A. 21-95-641 AMOUNT DESCRIPTION Hoffman-Roth Funeral Home, Carlisle, Ph sunset Memorial Park, Feasterville, PA Minister/reception expenses 1. B, Admlnlllrollvo COlli' 190 - 14 -6717 2, 3, 4. C. 1, 2. 3. 4. 5. 6. 7. 8. POrlonol Rop,o.lnloli.1 Commlnion. Social Socu,lty Numbor of Porsonol RoprolOnloll. VlarCommlnlon, paid 1995 Ii< 1996 Attorney Fo..: MARTSON, DEARDORFF, WILLIAMS Ii< OTTO Family e..mplion Claimant Addroll of Claimant 01 docodo.I" doalh Slroot Addroll Rolallan,hlp Zip Cado ITlM NUMBIR A, 'un...1 "pon.o.. City \ Slalo probato Fo.. MllelllanlOUI hp"nl"l. Death certificate for decedent's father to redeem U.S. Savings Bonds Register of wills: Short certificates PAl Advertising grant of Advertising grant of Letters for additional probate, Releases and miscellaneous The Sentinel, Carlisle, Lel:tei.T Testamentary cumberland Law Journal: Testamentary Reserved for filing fees First and Final Account, TOTAL (AI.o I.to, on 1i.1 9, Recapitulation) (If mo,. Ipac. II n..dld, Inll" additional "h..'" of lam. 11...1 1,924.00 925.00 325.00 12,000.00 5,000.00 293.00 7B.92 40.00 1,000.00 S 21,591.92 3.00 3.00 I .~......~~..-~..""""....,.,......,................,.......~_....~.._----..-.......""""'~-""-'",,"--,.,.~, ............ .....;;....,;... -........,...._._~ ""'-....-~-' .l. "'''"I1,'I'~ '* CQMMONWI'UM Of PlNH"'"'''' I.......IIA...(I tAl "'UI... .U"IH10'CloI"' I SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI.a.. P,lnt 0' T . . 0' PATTERSON, Roy A. 21-95-641 ITIM NUM.'. DISC.IPTION AMOUNT '. t. Emerald Drug: Account payable Presbyterian Homes, Carlisle, PA: Account payable 190,76 ), Refund of9/1/95 direct deposit of pension into Super Now checking account 1,374,78 851.35 2, 4, Thomas M, Barron, Esquire, Quincy, MA: Account payable 750,00 TOTAL IAI.o onll, on 11.0 10, Rocapilulollon) {II more spac. " nt.d.d. insln add"iono' sh.,ts of saml liz..' $ 3,166.B9 1I'1.III1U.IHrJ IITATI OF ITlM NUMln ,. .' ,.~ '*' COMMONwt"IM 01 tfHHI"""HIA ........"NC. 'AI ''''''M "'10'''' "C,".., SCHEDULE J BENEFICIARIES PILI NUMBIR PATTERSON, RoY A. 21-95-641 AMOUNT OR SHARI OF ISTAll NAMI AND ADDRln OF IINIPlCIARY RILATIONSHI' " A. To.abll "quill II Naomi M, Peirce 621 North East Street Carlisle, PA ~7013 Sister 1/2 estate residue ITEM NUMln NAME AND ADDRISS OF BINEFICIARY AMOUNT OR '. SHARE OF ESTATE " B. Charltabll and Gayornmlnlal "quI"" Mil ton Academy 170 Centre Street Milton, MA 02186 One-half estate residue -- $109,421. 64 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS lAI.o Inll' 'on linl 13, RlCopllulallan) $ 109,421. 64 IIf mort .pace I, n..d,d, In,ert additional ,he.', o' ,amt "..I //. . " wA:' . .: . ," X STA n This Secllon Summarlle. Inlormallon For Accounl Number! 0001002500.4 Regllt.rtel AI: ROY A PATTERSON Reporting Period: 01/01/85 . 011/30/95 Paga 2 01 3 VALUATION ON 09/30/95 FUIClS SItARES OWNEO ACCOUNT VALUE SNARE PRICE CASH IN\IElITMENT TRUST 7 . dIy nol ........... yItld on 1121181 ... 4"" ONMA FUND 30. ct.v necennu.111'Id SEe Vleld on \lf27te5... e IS'''' 70,917.800 0.000 $1.00 $14.81 $70.917,80 $0.00 TOTALI $70,917,80 Y-T-D EARNINGS SUMMARY SHORTTERU lONGTERU TOT Al FUIClS OIVIOENOS CAPIT Al GAINS CAPITAL GAINS EARNINGS CASH INVESTMENT TRUST $2,759.40 $0.00 $0.00 $2.759.40 ONMA FUND $843.58 $0.00 $0.00 $843.56 TOTALI $3,602,99 10.00 10,00 $3,602,98 ACCOUNT ACTIVITY OA TE OF OOllAR SHARE No. OF SHARES TOTAL ACCOUNT TRANSACTION noPE TRANSACTION AUOUNT PRICE TRANSACTEO SHARES OWHEO VALUE CASH INVESTMENT TRUST Beginning Balance $1.00 70,917.600 $70.917.60 Income DIY Cash 01/311\995 $319.39 $0.00 0.000 70,917.800 Income Diy Cash 02/26/1995 $291. 56 $0.00 0.000 70,917.600 Income DIY Cash 03/31/1995 $319.56 $0.00 0.000 70,917,600 Income DIY Cash 04/261\995 $306.70 $0.00 0.000 70,917,600 Income Dlv Cash 05/31/1995 $319.54 $0.00 0.000 70,917.600 Income Dlv Cash 06/30/1995 $301.42 $0.00 0.000 70,917.800 Income Diy Cash 07/31/1995 $306.93 $0.00 0.000 70,917.600 Income Diy Cash 06/31/1995 $304. 13 $0.00 0.000 70,917.600 I Income Dlv Cash 09/291\995 $266.15 $0.00 0.000 70,917,600 Ending Balance $1.00 70,917.600 $70.917.60 ONMA FUND Beginning Balance $13,88 1,344.314 $18.363.33 Income DIY Cash 01/31/1995 $96.12 $0.00 0.000 1,344.314 Income DIY Cash 02/261\995 $105.42 $0.00 0.000 1,344.314 Income Dlv Cash 03/311\995 $106,15 $0.00 0.000 1,344.314 Income DIY Cash 04/261\995 $109,05 $0.00 0.000 1,344.314 Income Diy Cash 05/311\995 $105.56 $0.00 0.000 1,344.314 Income DIY Cash 06/301\995 $106.56 $0.00 0.000 1,344.314 5C!. W. '" (3" I~.s 5 l\- t.e, J SCUDDER ~ '~1Y : IIII~ 1I11111~1 W 1m m 1111 " -/)( ... I \ II Thle StCllon Summlnzelln'orlllltion For Account Numberl 0001 002 500-4 Regl"erld AI: ROY A PATTERSON Reponing Period: 01101/85 . 0ll/3Clr1l5 PI~ 301 . ACCOUNT ACTIVITY Conllnued from ore'IlOUS I""'" OATEOF OOLLAR SHARE No. OF SHARES 10TH. ~()UJtr. mAHSACTIOH TYI'I! TRANSACTION AIolOUNT PRICE IRANSACIEO SHARES 0WIEl ,.l.uE QNIIA FUND Fund continued from previous plge Incom. DIY Calh 07/31/1995 $105,94 $0,00 0.000 1,34&,314 Incom. DIY Calh 0813111995 $104.76 $0.00 0,000 , .34&.314 Trantflr To 338825575 09/27/1995 $0,00 $0,00 1,344.314 : 000 Enoing Balance $14,61 :.OCXI SO. :r. Si:~c.rJER - ID II Nt I ill mil . . ~t.OoPERAl1VE BANK """';-~O!1oX 11M-ACTON, MA 01720.etoo ','rTllOWIIT 11OI1~ SOUTH SHORE 1811I "g...cc - - LII' Itltemenl: July 07, 1995 T~II Itltemenl: Augull 09, 1995 Page 1 01 2 2049700503 III ROY A PATTER50N NAOMI PEIRCE POA 621 N EAST 5f ~LISLE PA 17013-2003 Olrecllnqulrlello: 508.835.5080 The CO.Operatlve Bank 125 Nagog Park Acton MA 0172().810ll GET THE CARD THAT MAKES BANKING AND BUYING MORE CONVENIENT. THE Co.<JPERATIVE BANK CARD MAKES lIFE EASIER IN SO MANY WAYS. TO START EIUOYINO THE BENEFITS STOP BY OUR NEAREST BRANCH TODAY! S:.JMMARY OF ACCOUNT BALANCES Ac:Dur'I Number Ending 1laI..- 5,oer NOW Accounl A:vantaOe Plus Account C.rtlllcale 01 Oeoosll C.rtlllcale or Deposll C!rtlllcate or Deposll 70tal Deposit Accounl Balances 2047506001 2049700503 1046273553 1048506521 1048506570 $13.947.42 $50.076.66 516.780.00 516,731.40 $16.926.n 5114.462.25 (lr:ss o"h/-ud'''eJ Co'" cc.l<..) :\d\';mta~l' ..Ill.. A('('Ollllt A=unl number So::al ~curlty number Encosurel LOlli oarance AVe'3ge oalance AV( coll~ed balance Inl.....s1 :laId year to dale 2049700503 141-16.9192 1 $49.931.85 558.881.44 558.881.00 5951.80 Beginning balance Total addlllonl Total subtractions Ending balance 559.383.10 693.56 10.000.00 550.076.66 CHECKS N ....- 9'9'91 Data 08oC7 Amount 10:000.00 ~umb.r 0.,. A_ 5C. t\ ' \ - " 'C ) :r~:;. 1- 5 ..... ' - . <:idi~ ~';~ ;,~,,)~j:i"" i' " . ',' ....::.. e!l ~. '. o::-'t~;",-~::<",-,~,::'~"""" ",~ .'.... OU~ .01.;:.. Z~~;':~;'~,"~~~:::f" ;'i~ .'..:..'. ", ~.,., . " :.:~<lit$';.:,~,ll,!I~, .1' A> .... t--''"'"'' ' '. .' . -." ...~. $ .. 'J-." " '. .::2i;:~~~i.. > . .,:-:Ar<,...:::'UY 1 .. "'!!.'!..~ ;~'''.... ?.....z.,j.._-I. iL::" .".,,,,$J ~ ",..,.~ '. ..._..,.,~., ,: It!;;- "'" . ,~.....: , ..oooo~~..', ;i ~"""Lc;,~'~15 _. .,,, "'0" .., 000 -. .w......:. "" ' . , .. -a... l 5" 180'- -. .... _.. ... dZ::""" .0 IJ '~?8"" '. -- sc. t+. \,... I' ..J- ) J:~ . . ..' ',. .-". .-. . , , -. , . . . Intema! RevenUl Service Dtpll1mtnl 01 the Treasury ',D, .., IWlt GPO ....1... LY. lUlU Doalnc& ClINdOf DIll: 16 JUN 1986 Persoo to Contact: ~s. E. ca.. Cont8ct Telephone lUlbu: (718) 7110-6622 Re: 04-2103603 . . ~ Mil tan 1tJ;lJdemJ 170 ('.entre street Miltan, ~ 02186 Attru Harold W. JaIIf!4Y 0eI.1' Sir or Madam: \., , Rel'llrence 11 ..de tD your request ror verir1C11t1on or the talC' e~t .status Dr . ~t!:rn AradmrJ 'A determJ.Nt1oo or rul1ng letter Issued to an organization grant1ng Ul!llPt.1an ~ the Internal Revenue Coder'or :1lI54 or U'lder a prior or S&bsequent Revenue Act reNins 1n errect 'l6'It~ elCeIIlPt status has been tem1nated, revoked or lllOdi~led. ~ , " Cur records 1nc11cate that elC.,..:lt1oo was granted is shown bel~. - . .' ~elY youtl, ~~ '- Leonard Gass . D1str1ct D1sclosure orr1cer ~ ,., halDe or D~nizatioo: Milton h:adany :.ate or ~tioo Letter: January, 1959 ,I . ~tlon granted pursuant to 1954 COde section 501(c)( 3j or its p:edeCC'S50r COde Section. ..... F:uldation Class1r1catloo (Ir ARll1cable): Not a private foundation as ~".:lU are an ==;anizatio:\ described in section 5Q9(a) (1) of the Internal ?avenue Cede. HAil ':Ot"ll ~ 7_1'17 (i\pv. ~-::" . ,." , 11 W ILL o F - R 0 'I A. - PATTERSON I, ROY A. PATTERSON, of QC1NCY, in ':.he COUNTY OF NORFOLK, and COMMONWEALTH OF MASSACHCSETTS, ~ake this my last Will and Testa- ment, hereby revoking any and all tormer Wills and Codicils by me heretofore made. FI PST: I hereby direct and request that my Executor, here- inafter named, sell all of my tan9ible personal property, and that the proceeds therefrom become a part of my residuary estate. SECOND: I give, bequeath and devise all the rest, residue and remainder of my estate of every name and nature and wherever situated which I shall own at my death, or to which my estate may at any time be entitled, as folloWS: (a) one-half (1/2) thereof to my sister, NAOMI M. PEIRCE, now of carlisle, pennsylvania, if living at the time of my death, and if not, to her issue then living by right of representa- tion! (b) one-half (1/2) thereof to ~ILTON ACADEM'l, Milton Massachusetts, ':.0 be used for general purposes. THIRD: I hereby appoint said NAOMI M. PEIRCE, to be the Executor of this Will. If she fails or ceases to serve as Execu- tor, for any reason, I appoint ',~ARREN C. PEIP,CE, my brother-in-.law, as Executor. I request that the same persons named herein as Execu- tor, upon application be appointed temporary executor, in the same order of succession. I direct that no Executor ...hether ;'lamed herein or SUbsequentlY appointed, and no administrator with this , , P AGE T N 0 Will annexed shall be required to furnish surety or sureties on any official bond in such capacity. The appointment of a guardian ad litem or similar officer by the Court having jurisdiction over my estate, shall be dispensed with to the maximum extent from time to time permitted by law. I authorize my executor to sell, without necessity of applying to the Probate Court for license to do so, any or all of the personal or real property of my said estate upon such terms and conditions as she deems best. No executor hereunder shnll be liable for any error of judgment or law on her part, but only for her wilful default. Nherever the \~ord "Executor" is used in this Nill, or any pro- noun used in place thereof, it shall mean and include, when the context so permits, the Executor or Executrix, or the Administrator with the Nill Annexed for the time being of this Nill, whether ori- ginal, successor, female, male or corporate. Any Executor shall upon his acceptance become vested with title to the property of the estate without the requirement of any act of conveyance or transfer and after acceptance shall have all the powers, authorities and discretions and may in all respects act as if he had been originally named and appointed hereunder. FOURTH: .~y paymen~ to be made by an Executor hereunder to a beneficiary who is a minor, may be made directly to such minor or applied in any such I'lanner as he may ~eem advisable for the benefit P AGE T !I R E E of such minor and such payment shall be a full discharge to my Executor with respect thereto, IN WITNESS WHEREOF, I, ROY A. PATTERSON, hereunto set my hand and seal and in the presence or tNO (2) witnesses declare this instru- ment, consisting 0: three (3) pages, to be my last Will the 4th day of April, 1990: and I further ceclare that I sign said Nill willingly and execu~e it as my free and voluntary act for the pur- poses therein expressed. ,,) ",,;1~ ROY A:-')~~P.S'ON, T;stator We, the undersigned Nitnesses, each do hereby declare in the pre- sence of the Testa~or tha~ the Testator signed and executed this instrument as his last will in the presence of each of us, that he signed i t willingl~', that each of us hereby signed this Will as Nitness in the oresence of the Testator, and that to the best of our knowledge the Testator is eiahteen (18) years of aoe or over, of sound mind, and ~nder no cons~raint or undue influence, ~ 'n-,. 1*. 4y ~es_s (/\ .>--c:.- /?? ~ d? ".' ..- Witness CO~U10NWEALTH OF :~SSACHUSETTS Norfolk, ss. Subscribed, sworn ~o and acknowledaed before me bv the said Testa- tor and the said \~i'.:nesses this 4J:.h, day of Aoril, 1990. -<:- . I " ,/'" /'7'1 ' ~?'-1.. " ctt ~ 'tL- LlC " / I . /' (.. 1..-11..- 'E ward 1-1. Joyce, Notary/ PU J.C :ly conunission expiresl;/10-12-95 / I 1.5 :J.:]- '/ RIV-1!147 !X AFP 112-95* CDHHONWrAlrH Of PfHHlYlVAHIA O[PUYHl:Nr Of' My[NUE lUAfAU Of INDIVIDUAL "M[a DlPr. IU'U .~IIIURG, Pi 111"-0'" HOTIC! Of INHERITANC! TAM APPRAIS!H!HT. ALLOWANCE OR OISALLOWAHC! Of OEOUCTIONS AHO A.S!SSHEHT Of TAM ACN 101 DATI 02-19-96 FILl NO. DATI OF DIATH 08-12-95 COUNTY CUHBERLAND HOTE. TO IHSURE PROPER CREe IT TO YOUR ACCOUNT. SUlHIT TNE UPPER PORTION Of TNIS fORK WI TN YOUR TAM PAYHEHT TO TN! REDISTER Of WILLS, HAR! CHECR PAYAILE TO "REDISTER Of WILLS. ADEHT" REMIT PAYMENT TOI STEPHEN L BLOoH ESQ HARTSON ETAL 10 E HIGH ST CARLISLE PA 17013 REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 bount R..Ut..t CUT ALONG THIS LINI ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iii'li=is4-j-ix-AFP--iiif=9sY-iliifici--o;;-'rNHEiiiiAiici-i'A'x-jippiiAisEifiilT~--,U.LOiiAiici-ijR------------- ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF PATTERSON ROY A FILE NO. 21 95-0641 ACN 101 DATE 02-19-96 TAM RETURN WAS. I X I ACCEPTED AS fILED I I CHANDED APPROVED DEDUCTIONS AND EXEHPTIONS: 9. F..,.r.l E)(pen.../AdII. Co.t.lHlaa. ExpM1... (Schedule H) (9) 10. Dtlbt./tlart_ LiobIUU../LI.... (Schedul. II 1101 3,166,89 11, Total D.ductlon. 1111 12. ...t V.lue of Tax R.turn (12) 15, CharUabla/Do.arnaantal a.......t. (Schedula JI USI Ill. Hat Value cf Eotata Subjaot to Tax UIlI NOTE: If an a.......nt was is.u.d pr.viou.ly, line. 14, 15 and/or 16, 17 end 18 refl.ct figure. that include ths total of ~ return. a..e.sed to dete. ASSESSHENT OF TAX: 15. Aooount of Lina III at Spou..l rat. U51 ,DO M' DO. 16, Aooount af L1na 14 t..obla at Lln.al/Cla.. A rata U61 ,DO M' 06. 17, Aooount of Line 14 t..obla at CoUataraUCla.. Brat. U71 109.421.65 M ,15. 1., Principal Ta. Due (lBI RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, R..l E.tata ISchedul. AI III 2. Stacka and .ond. (Schedula .1 121 I, Clo..l~ Held Stack/Partnarahlp Intara.t IScheduIa CI (II II. tlart_./Hota. R..al.abla ISchedula 01 1111 5, CaahlBank Dopa.lt./HI.c. P.r.anal Propart~ (Schedula EI (51 6. Jolntl~ Dwnad Prop.rt~ ISchadula fl 161 7. Tr~.f.r. (Schedule OJ (7) 8, Tot.l A...t. .00 115,148,82 ,DO .00 128,453,28 .00 .00 1.1 21,591.92 TAX CREDITS: PAYHENT DATE 11-02-95 RECEIPT HUHIlER AA082280 DISCOUHT l+ I INTEREST (-I 820,66 AIlOUNT PAID 15,592.59 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE · If PAID AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADaITIOHAL INTEREST, 243.602.10 :>4 7~A Al 218.843,29 109,421.64 109.421.65 will ,DO ,00 16,413,25 16.413,25 16,413.25 ,DO .00 ,DO IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIREe. If TOTAL OUE IS REfLECTEa AS A "CREDIT" ICRI, YOU HAY .E OUE A REfUHa, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I .~-~:. , J F 1(; RElERVAnClh Elte'.. 0' dKlICIenh dying on or befor. o.c...,. 12, I"Z n Sf .". future lnt.r..t In the ..t.t. 11 t,......'.rrlld In pa.....lon or ~jo~t to CI... . (coll,t.,.,l) ~fjol.rl.. of the decedent .,t.,. the expiration of ~ ..t.t. for 11'. Dr for y..r., the C~lth hereby ..,,....11 ,....rve. ~ rlDht to ~r.l.. ~ ...... t,......,.,. tnherlt~ 'IX" at the ....ful el... . (coUateraU rat. on ~ such tutu,.. 1nter..t. PIJRPOS( Of NOTICE. To fulfll1 the requlr......t. 0' s.cUon ZIU of the Inher1t~ Md Eltat. Ta Aclt, Act Zl of 1"1. n P.I. s.oUon 214D. PAntEJfTl o.tach the top portion of thh NoUe. ... sue.1t ..Ith your pu.nt to the Reglater of MUll printed on the r.v.,... .Ide. --PWtI check 0,. .....1 or.,. plyllbll tol REGISTER OF MILLS, AOEHT All p.~t. rHllyed all flnt be ~lIed to ....y Int.,...t ..t1lch "1 be du4t with MY ,....1,.1'" -..11_ to tM tax. REfUCD (CAli A ,ahnet of . tu credit, which .... not nquutlld on the Tax A.turn, ..y be requelted by c~l.tlng ., "AppUaUon for Refund of P~.V'lv....l. Inherlt~. Bnd E.t,t, 'IX" (REV.151SJ. Appll~tlon. .r. .v.llebl. at ~ Offlc. of ~ Reaht.r of WIU., MY of the ZJ R.v..... ohtrlct Offlc.., or by c.Ulng the .-e1.1 24-hour Mswerlng ..rvlc. ~r. for fo~' orderlnGl In fenn.ylvenla 1-800-56Z-Z050, out.lde Penn.vlv~ID end within loc.1 Hlrrl.burl .ra. (717) 787-1094, fDOI (717) 77Z-ZZSZ (He.rlna Iep.lr~ Only). DlJECTlOHSI My parb In Int.r..t not ..thfled with the IIPPnh...nt, aUowancl or dl..llowanca of cMducUonl, or ........"t of tax UnolucUna dhcount or Inter..t) .1 Ihowl on thb MoUc. lIU.t obJKt within .bb (60) den of recalpt of thll Notlc. bVI --written pratnt to the PA DeputHnt of Revenue, Ioerd of Appe..., Dept. lIUZl, Harrlsburl, P' 17UI-lOZ1, OR --alectlon to have the ..tt.r d.t.r.lned et BUdlt of the account of the p.r.onal repr..entatlva, OR --.....1 to the Orphan.' Court. ....IM JlTRATtVl!: CORRECTIONS I DUCOlIfTI Faotual arror. dlscov.red on thb .......wIt IhDUld be addr...ed In wrltlna to. PA Dep.rt....t of R.venue, lur..u of IndividUal TIM", ATTHI Po.t Ae...aaant R.vl... unit, Dlpt. Z10601, Harrllbura, PA 17121-a601 Phone (717) 717-6505. Sea PIOe 5 of the bookl.t "Inltruotlon. far Inherltancl Ta. R.tum for a R.eldant Deoadent" CREV-1501) for an '.PIM.tlon of IdIlnl.tratlvllv corractebll Irror.. If any t.. due I. paid within thraa (5) c.lendar eonth. aftlr t~ dlC~t'. d..th, . flv. p.rcent (5%) dl.count of the t.M paid I. .ll~. INTEREST I Inter..t .. dulrged balllnnlna with flr1t de)' of dellnqlMnCy, or nine (9) ~th. Bnd OM (1) dn fr~ the dIIta of duth, to thl dlt. of P'YHf'It. T.... whlch bee-. del1nquant bafor. JlnUlry 1, 1912 blNr lnt.r.at .t the r.ta of 11M (6%) percant Plr .... c.lculated at . dlUy rata of .100164. All t.... which bee.- delinquent on Bnd .ft.r JlnUlry 1, 1'12 will bear Int.ra.t at a rat. which will v.ry fr~ caland.r y..r to ~Iandar y..r with that rata announced by the PA Dep.rt....t of Revanua. The appllcabla Int.r.et rat.. for 1'12 through 1996 .ra. ~ Intlr..t R.ta Ually Intar..t Fector ~ Int.r..t Rata UallY Inta,...t F.ctor 1912 lOX .000541 1987 OX .000247 "IS lOX .10001 19&1-1991 IIX .000501 "14 IIX .000SDl 1"2 'X .00D247 1915 ISX .00OSS6 1995-1994 n .GOOI9Z "16 lOX .000274 1995-1996 OX .G00247 --Intarast II calcul.ted a. followlI INTEREST . BALANCE OF TAX UllPAID X If\I1IIER OF DAYS DELI"qUEItT X DAILY IIITEIlEIIT FACTOR --Any Hotlc. i.sued .ftar ~ taM bacOllI delinquent w111 r.fleot an Intar..t calculation to fifteen (15) day. beyond thl date of thl ........nt. If pa,...,t Is .achI .ltar the Int.r..t c.-putaUon data Ihowl on thI Hotle., edcUt10nal lntsra.t ....t be calcul.tld. ;ii: i .\~. ..r :~ f ';,r .if, tI. ~ ;!:, .. 11 ~ "i! i' ~ ~ Ji; ~t P: { 1'\, :t '~""'.""~"""""~" ._.~., '........ ~;"" ,.~",~"....,.~, \ .,,' ~~"-""-- - - .-..~., .'- ..-..--' I.!STATE OF ROY A. PA'I1'ERSON CUMBERLAND COUNTY FILE NO, 21.95.641 RECEIPT AND REI.EASE KNOW ALL MEN BY TlmSE PRESENTS that NAOMI M. PEIRCE, one ofthc residuary Icgatees under Ihe Last Will and Testament of ROY A, PATI'ERSON, latc oflhe Borough of Carlisle, Cumberland County, Pennsylvania, deceased, does hereby acknowledge the receipl from NAOMI M, PEIRCE, Execulrix under the Last Will and Tcstament of the said ROY A, PATTERSON, of her one-half (112) sharc of estate residue, in accordance with the altached Amended Firsl and Final Account, Amended Statement of Proposed Distribution and Supplemental Account and Statemcnl of Distribution, for a total distribution of One Hundred Seventecn Thousand Six Hundred Twenty-seven and 11/100 Dollars ($117,627,11), In full satisfaction and paymcnl of her residuary legacy under the terms of said Last Will and Testament. AND, THEREFORE,the said NAOMI M,PEIRCE, by these presents does remise, release, qult-claim, and forever discharge the sold NAOMI M. PEIRCE, Executrix aforesaid, her heirs, executors and administrators, of and from the aforesaid legacy, and of and from ail actions, SUilS, payments, accounls, reckonings, claims and demands whatever, from the beginning of the world to Ihe day ofthe date of these presents, AND, THEREFORE, the said NAOMI M. PEIRCE agrees to refund to NAOMI M, PEIRCE, Executrix aforesaid, any portion of the distribution to which she is not properly entitled, and to the cxtent of said distribution, to IndemnifY said Executrix for claims made against her as Executrix, and to reimburse to said Executrix all expenses and costs incurred in connection wilh any such claims. AND the said NAOMI M, PEIRCE hereby consents and agrees Ihatthe Orphans' Court of Cumberland County may discharge the said NAOMI M, PEIRCE upon application, without further notice to her. IN WITNESS WHEREOF, the said NAOMI M, PEIRCE has hereunto set her halO': and seal to the within instrument this :1, ""day of ~ ,1996. Wilness: ~'rnr8~-4) /rA~~ )n ~-"~./ COMMONWEALTH OF PENNSYLVANIA ) : SS, COUNTY OF CUMBERLAND ) On this, theo?.1. ~ay of ~ - , 1996, before me, a Notary Public, personally appeared Naomi M, Peirce, known to me t~rson whose name is subscribed to the within instrument and acknowledged that she executed same for the purposes therein contained, IN WITNESS WHEREOF,I have hereunto set my hood and official seal. ~/Y.H~ '.~" r/f' 'n.... ~A..(.J Notary Public ~ NOlartal Saal CorrinD L. M~ers. Notary Public Carlisle Boro, Cumberlond County My Commission E'plre. May 27, 1999 ESTATE OF ItoY A. ,,^'ITERSON CUMBEltLAND COUNTY FII.E NO. 21-CJ5-(,o\ I RECEW'" AND REI.EASE KNOW ALL MEN BY TIlES!! PRESENTS thai TIlE MILTON ACADEMY, onc oflhc rcsldunry Icgatces undcrlhe Last Will nnd Tcslumcnl ofltDY A.I'A'rrERSON, hllc oflhc Borough of Carlisle, Cumbcrland Coul1ly,l'cnnsylvania, decenscd, does hcrcby acknowlcdgc thc rccelpt from NAOMI M, PEIRCE, ExcculriK undcr Ihe Last Will and Tcstnment oflhe said ROY A. I'A'ITERSON, oflts one-half( 1/2) share ofestalc rcslduc, in accordance wilh Ihe aUached Amcndcd Firsl and Final Account, Amcndcd Slalcmcnt of Propos cd Distribution and Supplcmcntal Account and Statcmcnt ofDislribntion, for a total llislribulion of One Ilundred Sevcnteen lllOusand SiK lIundred Twcnty-seven and 1111 00 Dollars ($117,627,11), in full salisfnclion !lnd pnyment of ils rcslduary Icgacy under thc Icrms of said Last Will nnd Teslamenl. AND, TIIEREFORE,thc said MILTON ACADEMY, by Ihese prescnts docs remisc, release, quit-claim, and forel'cr discharge the said NAOMI M. PEIRCE, Executrix aforesaid, hcr heirs, eKecutors and admlnlstmlors, of and from the aforesaid legacy, and orand from all actions, suils, paymenls, accounts, rcckonings, claims and dcmands whatevcr, from the bcginning of thc world 10 thc day of Ihe date of these presents. AND, THEREFORE,lhe said MILTON ACADEMY agrees to refund to NAOMI M. PEIRCE, EKceulrix aforesaid, any portion of the distribution to which it is not properly entilled, and to Ihc extent of said distribulion, to iademaify said Excculrix for claims made againsl her as ExccutriK, and to reimburse 10 said EKecutrix all eKpenscs and cosls Incurred in conncction wilh any such claims, in each case to Ihe extent the Exccutrix would have been enlilled 10 reimbursement out oflhe estate asscts iflhey had not yet been distributcd, and thc dislribution to Milton Academy would have been reduced lhcrcby, AND the said MILTON ACADEMY hcreby consents and agrees that the Orphans' Court ofCumbcrland County may dischargc Ihc said NAOMI M, PEIRCE upon applieation, without further notice to it, IN WITNESS WHEREOF,lhc said MILTON ACADEMY has hcreunto caused Ihe cKecution ofthc wilhin instrumcnlthis 1'i''I'I day of 9~, ,1996, AUcst: ~ C' ' ""--' 1. ~ A~~oc:i -1(.' D!f"cc:-le( o~ i)t.wlop",eilt: THE MILTON ACADEMY BY:--4aA.Il.Lu ~. t~ Jt!'rY... , uk€c:lOr Ct ~(lO( Re1Q.oKOt\\S COMMONWEAL TI.( OF MASSACIIUSETrS COUNTY OF lIo,.hll< On this, Ihe I 8'+1. day of :ru 'j ,c::.".,,"fi3<J.. .s:CIl>1Jon: ni{pr4llr or bono," 'j?p l(j'h'o~" authorized so to do, exccuted the within instrumcnt ) : SS. ) , 1996, before mc, a Notary Public, pcrsonally appcared , who acknowledged that he/she is thc of The Milton Academy and that as such being for the purposes therein conlained, IN WI11<F-<S WHEREOF,l h". h.~"" '" m~:::~; '4 t?..J. , b~va t:,/~. ([ ~~.2"6 /f9cj. ..-----~.---.- .._..~.--.~_....,...-..._-~--" -,!, f IIILI:NJA , AflLN.lTA Tt!.NIM.I'1P"A IN TIlE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO, 21.95.641 ESTATE OF ROY A. PATTERSON, Decensed Late of the Borough of Carlisle. Cumberland County, Pennsylvooia SUPPLEMENTAL ACCOUNT AND STATEMENT OF DISTRIBUTION OF NAOMI M, PEIRCE, EXECUTRIX ADDITIONAL PRINCIPAL RECEIPTS: Refund of 1995 Pennsylvania Income Taxes Redemption offrnctional share ofPP&L Resources 45,00 ...1.22 TOTAL ADDITIONAL PRINCIPAL RECEIPTS: 48,22 GAINS/LOSSES ON CONVERSIONS TO CASH: 1351.564 sh" Scudder GNMA 8/12/95 Date of Death Value 9/29/95 Dividend reinvestment 19,331.24 105,92 19.437,16 19.340.99 -96,17 6/11/96 Redemption@14.30, plus acc. diy, 70917,80 sh., Scudder C1T 8/12/95 Date of Death Value 6/11/96 Redemption@1.00, plus acc. diy, 70,917.80 71.015.00 21.2U TOTAL GAIN ON CONVERSIONS TO CASH: 1.03 ADDITIONAL PRINCIPAL DISBURSEMENTS: Mellon Bank, estate checking, service charges Certified Lellers Testamentary Filing fee, Relenses -16,00 -6,00 .56.00 Reserved for additional disbursements -78,00 1.000.00 REFUND OF RESERVE FOR ADDITIONAL PRINCIPAL DISBURSEMENTS: 922,00 ADDITIONAL INCOME RECEIPTS: Scudder Funds, dividends 1/96.5/96 PP&L Resources, dividend 4/1/96 Oeneml Electric, dividend 4/25/96 Mellon Bank, estate checking, intercst 2/29-5/31/96 1,862,38 29.23 125,12 636.82 TOTAL ADDITIONAL INCOME RECEIPTS: 2,653,55 S\JMMARY Balance for Distribution per Amended First ood Final Account stated to January 31, 1996 223,594,02 Additional Principal Receipts: Oain on Conversions to Cnsh: Additional Principal Disbursements, Refund 48,22 1.03 922.00 Total Principal Additions to Balooce: 971.25 Additional Income Receipts: 2.653,55 Final Balance for Distribution: 227,218.82 COMPOSITION OF ESTATE ASSETS Market ~ Value Imis PP&L Resources, incl. div, rein, ploo 9,763,69 8,738,29 (196 sh. @23,0625 on 5/30/96 = 4,520.25) (235 sh. @22,3125 on 6/07/96 = 5,243.44) 8 sh., 4,5% preferred, PeM. Power & Light 471.00 465.00 272 sh" Oeneml Electric 22,746,00 15,742,00 Mellon Bank, estate checking, closing balooce less outslWlding expenses 186.680.94 186.680,94 219,661.63 211,626.23 Credit for PeMsylvania Inheritooce Tax Paid by Estate 15.592.59 15.592.59 Final Balance for Distribution: 235,254.22 227,218.82 DISTRIBUTION Market Cila1 Volue IW1s TO: The Milton Academy: Va Estate Residue, Cosh 111.627,11 117,627,11 TO: Nooml M, Peirce, V. Estate Residue: In Kind: 431 sh" PP&L Resources 9,763,69 8,738,29 8 sh" 4.5% Preferred, Penn. Power & Light 471.00 465.00 272 sh" General Electric Co, 22,746,00 15,742.00 Credit for Po. Inheritance Tax Pd, by Estate 15,592,59 15,592,59 Cnsh 69.053.83 69.053.83 Totnlto Naomi M, Peirce II 7,627,11 109,591.71 TOTAL DISTRIBUTION: 235,254,22 227,218,82 F '1ILEJ\DATAlILNSTAnS\lI" ffA , IN THE COURT Oil COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO, 21.95.641 ESTATE OF ROY A.PATIERSON, Deceased Late of the Borough of Carlisle, Cumberlood County, Pennsylvania ,. AMENDED FIRST AND FINAL ACCOUNT OF NAOMI M. PEIRCE, EXECUTRIX DatcofDeath: August 12,1995 Date Letters Testamentary Issued: August 28, 1995 Date of First Complete Advertisement of Groot of Letters: September 8, 1995 Account Stated to Joouary 31, 1996 SIJMMARY PRINCIPAL: Receipts Adjusbnents to Principal Receipts 246,320,84 344.74 Disbursements 246,665,58 41. 942.40 Principal Balance Remaining 204,723.18 I I , INCOME: Receipts Disbursements 3,278,25 0.00 1 Income Balooce Remaining 3.278.25 I 7 COMBINED BALANCE: 208,001.43 Credit for Pennsylvania Inheritance Tax Paid by Estate 15.592.59 i I BALANCE FOR DISTRIBUTION: 223,594,02 ... . COMPOSITION OF ESTATE ASSETS 70917,80 sh., Scudder ClISh Investment Trust 1,344,314 sh,. Scudder GNMA Fund 7.25 sh,. Scudder GNMA (Issued lIS 9/29195 dividend) 272 sh., common, General Electric 70 sh" common. PP&L Resources 341.946 sh" common. PP&L Resources Div, Rein, Ploo 8 sh" preferred, Pennsylvania power & Light 12.739 sh" common. PP&L Resources Div. Rein, Plan Mellon Bank, estate checking IlcCOunt less reserved disbursements PRINCIPAL RECEIPTS 1. 70 sh" common, PP&L Resources 2. Accrued dividend to No, 1 3, 341.946 sh" common, PP&L Resources Div. Rein, Ploo 4. Accrued dividend to No, 3 5. 8 sh,. preferred, Pennsylvooill Power & Light 6. Accrued dividend to No,S 7, 272 sh" common, General Electric Company 8. Accrued dividend to No, 7 9, 70917.80 sh., Scudder Cnsh Investment Trust 10. Accrued dividend to No, 9 11. 1344,314 sh., Scudder GNMA 12, Accrued dividend to No, 11 13, Co-operative Bank. MA, Super Now Acct, 2047506001 14. Co-operative Bank. MA. Advootage Plus Acct. 2049700503 IS, Accrued interest to No, 14 16. Co-operative Bank. MA. C.D, 1046273553 17, Accrued interest to No, 16 18, Co-operative Bank. MA, C,D. 1048506521 19, Accrued interest to No. 18 20, Co-operative Bank. MA, C,D, 1048506570 21. Accrued interest to No. 20 22. Scudder CIT and GNMA, dividend of 7/31195 23. Capital Blue Cross: Premium refund 24. (1) $100 Series E US Savings Bond. issued 7/61 MlUket Cost ~ BW 70,917.80 70.917,80 20,097.49 19,33 \.24 108.39 105.92 20,655.00 15,742.00 1.793,75 1,432,81 8.762,37 6,999,21 504,00 465,00 326.44 306,27 92.701.18 92.701.18 215,866,42 208,001.43 1.432,81 12,99 6,999.21 63,45 465.00 4,00 15,742.00 22,04 70,917,80 117,73 19,33 \.24 40,55 12,853.90 50.076,66 11.26 16,780,00 7,67 16.731.40 7,19 16,926,77 8.14 414,87 114,10 583,32 25, (I) $100 Series E US SlIvlngs Bond, Issued 7177 26. (I) 5500 Series E US Savings Bond, Issued 7/77 27. (4) 51,000 Series E US Savings Bonds. issued 7/77 28, Miscellooeous refunds ood medical reimbursements 29, Prudentilll Life Insurooce Policy 07643480, proceeds TOTAL RECEIPTS OF PRINCIPAL: ADJUSTMENTS TO PRINCIPAL RECEIPTS 09/29/95 10/02195 Scudder GNMA account, 7,25 sh, reinvested as dividend PP&L Resources, dividend on 341,946 sh" common [142,77-63.45 accrued to date of death] dividend on 8 sh" preferred [9,00-4,00 accrued to date of death] [6.528 sh" common, added to Ploo] PP&L Resources. dividend on 348.474 sh., common dividend on 8 sh., preferred [6.211 sh" common, added to Ploo] 01/02196 TOTAL ADJUSTMENTS TO PRINCIPAL RECEIPTS: PRINCIPAL DISBURSEMENTS 09/07/95 Emerald Drug: balance on account 09/21/95 Presbyterian Homes: balooce on account 09/21/95 Naomi M, Peirce: reimbursement for funerol reception costs 10/16/95 Sunset Memorial Park: partial payment, grove marker 11/02195 Register of Wills, Agent: Pennsylvooia Inheritance Tax 11/09/95 Thomns M, Barron, Esquire: balance on account 11/28/95 TlAA-CREF: refund of overpayment of pension 12/20/95 Naomi M. Peirce: Partial Executor's commission 01/04/96 Sunset Memorial Park: Balooce, marker Reserved for future disbursements: Naomi M, Peirce, Balance, Executor's commission MARTS ON, DEARDORFF, WILLIAMS & OTIO, attorney's fee MARTSON, DEARDORFF, WILLIAMS & OTIO, disbursements: Probate fee 293,00 Advertising Letters Testamentary 118,92 Certified Letters Testamentary 6,00 Filing fee, InherilWlce Tax Relurn 15.00 Reserved for addltionalliling fees, expenses TOTAL DISBURSEMENTS: 303,00 1,515,00 12.120,00 12\.29 2.597.45 246,320,84 105,92 79,32 5.00 145,50 9.00 344,74 i i 190,76 , 1,374,78 325,00 j 500,00 I 15,592,59 of 750.00 85 \.35 ( 6,000.00 ! 425.00 6,000.00 8,500,00 432,92 1.000.00 41,942.40 INCOME RECEIPTS I. Scudder, CIT, balooce of 8/31/95 dividend 2, Scudder. GNMA. balooce of 8/31/95 dividend 3. Scudder, CIT, 9/29/95 dividend . 4. PP&L Resources, balooce of 1011/95 dividend on 70 shares 5, Co-opemtive Bank, Advantage Plus, balance of 9/8/95 interest 6, Co-opemtive Bank, C,O, #6570, interest from 8/12/95-10/3/95 7. Co-opcmtive Bank, C,O, #1046273553. interest from 8/12/95-10/3/95 8, Co-opcmtive Bank, C,O, #10485606521, interest from 8/12/95-10/3/95 9, Co-opemtive Bank, Super Now, 10/3/95 interest 10, Co-opemtive Bank, Advantage Plus, 10/6/95 interest 11, Geneml Electric, bnlooce of 10/25/95 dividend 12, Scudder, CIT. 10/31/95 dividend 13, Scudder, GNMA, 10/31/95 dividend 14, Scudder, CIT, 11/30/95 dividend 15. Scudder. GNMA, 11/30/95 dividend 16. PP&L Resources, 1/1/96 dividend on 70 shares 17, Scudder. CIT. 12129/95 dividend 18, Scudder. GNMA, 12/29/95 dividend 19, General Electric. 1/25/96 dividend 20, Mellon Bank. Estate checking account, interest through 1/31/96 186.40 64,21 288,15 16,24 101.30 157,76 148.61 139.37 14.18 90,16 89,48 296.90 106,85 285,52 105.61 29.23 292.81 106,10 125.12 634.25 TOTAL INCOME RECEIPTS: 3,278.25 INCOME DISBURSEMENTS None .J2.QQ TOTAL INCOME DISBURSEMENTS: 0.00 ,_,--,"r>-'''' ....._.'" ...~_._~._._._~._H_ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-95-641 AMENDED STATEMENT OF PROPOSED DISTRIBUTION BY NAOMI M. PEIRCE, EXECUTRIX Naomi M, Peirce. Executrix of the Last Will and Testnment of Roy A, Patterson, decensed. proposes to distribute the balance in her hands, to wit: $223,594.02, in accordance with the said Lnst Will and Testament as heretofore liled in the Office of the Register of Wills of Cumberland County. PeMSylvania. ns follows: TO: NAOMI M, PEIRCE, per Item Second of said Will, Va estate residue: [Cost Basis] In Kind: 70 sh.. common, PP&L Resources 1,432,81 341.946 sh.. common, PP&L Res, Div, Rein, Plan 6,999,21 12.739 sh" common, PP&L Res. Div, Rein. Plan, together with additional shares ood fractions of shares added to plan 8 sh" preferred, PP&L Resources Div, Rein. Plan 272 sh" common, General Electric TomlIn Kind Distribution 306,27 465,00 15.742,00 24,945,29 71.259.13 15.592.59 Cnsh Credit for Pennsylvania InherilWlce Tax Paid by Estate TOTAL DISTRIBUTION TO NAOMI M. PEIRCE 111,797.01 TO: MILTON ACADEMY, per Item Second of said Will: 111.797.01 .Cnsh [.Cnsh distribution will be adjusted to equalize actual value of stocks distributed in kind ns of date oftrWlsfer of stocks] TOTAL DISTRIBUTION TO MILTON ACADEMY 111,797.01 TOTAL DISTRIBUTION: 223,594.02 WHEREFORE. the said Naomi M, Peirce. Executrix ns aforesaid. respectfully proposes to dislribute the net balance of said Estale as stated abov~ . /::;?~ . __ ../~...._ ..A..A'" -" Naomi M, Peirce, Executrix - REGlSTEn OF WILLS OF CUMIIEItLANU COUNTY STATUS REl'onT UNUER RULE 6.12 (For nelldcnt Decedentl Dying AnerJuly 1,1992) Name of Decedent: ROY A. pA'lTERSON Date of Death: August 12, 1995 Filc No.: 21-95-641 Social Sccurity No,: 141-16-9192 Pursuant to Rule 6,12 ofthe Supreme Court Orphans' Court Rules, I report the following with respecl to complellon of the administration of the above-caplloned estato: I, State whether administration of the estate is complete: Yes ----X.- No_ ,<-'<.1.( f','J ,'/ I(.I"/~ L v V Eo 2, If the answer Is No, state when the personal representative reasonably believes that the administration will be complete: Within thrce months 3, If the answer to No. I is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes_ No " b. The separate Orphans' Court No, (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes " No_ d, Copies of receipts, relenses,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. [Copy of Accounts attached] r"J '- pol ". Dale:~ July ~3J 1996 C) L:; r, ~ <.) -;" ~,.. .-- ...-- 0... "'() 1-. om -r:J f-;' ~4 _:-~. 8Ci;' 0> a:: a: Signature Name Address ~-sL~ - litcphen L. Bloom MARTS ON, DEARDORFF, WILLIAMS & OITO Ten East High Street Carlisle, I' A 17013 (717) 243-3341 Counsel for personal representative ~ .' =1 =J ~ , , - '.:': .!~ :; UU ~:a.'!t!<;~,:'~"~f.H~;!~".~~->r:;T1!::: <to: -. ~'... ;..~ , \lruNJATAllLNITATlI\ISM-.UP"A IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-95.641 @@O:>l? ESTATE OF ROY A, PA1TERSON, Deceased Late of the Borough of Carlisle, Cumberland County, PennSylvooia SUPPLEMENTAL ACCOUNT AND STATEMENT OF DISTRIBUTION OF NAOMI M. PEIRCE, EXECUTRIX ADDITIONAl. PRINCIPAl. RECEIPTS: Refund of 1995 Pennsylvania Income Taxes Redemption offractionaI share ofPP&L Resources 45.00 .J.22 TOTAL ADDITIONAL PRINCIPAL RECEIPTS: 48,22 OAINSILOSSES ON CONVERSIONS TO CASH: 1351.564 sh" Scudder GNMA 8/12/95 Date of Death Value 9129/95 Dividend reinvestment 19,331.24 105.92 19,437,16 19.340.99 -96,17 6/11/96 Redemption @14,30, plus acc. div. 70917.80 sh" Scudder CIT 8/12/95 Date of Death Value 6/11/96 Redemption @1.00. plus acc, div, 70,917,80 71.015.00 2.Z.2ll TOTAL GAIN ON CONVERSIONS TO CASH: 1.03 ADDITIONAL PRINCIPAL DISBURSEMENTS: Mellon Bank, estate checking, service charges Certified Letters Testamentary Filing fee, Releases -16,00 .6.00 -56.00 Reserved for additional disbursements -78.00 1.000.00 REFUND OF RESERVE FOR ADDITIONAL PRINCIPAL DISBURSEMENTS: 922,00 -""~'!t~l~:',"\"~""""""'''''';'''''$'''':'':'''''''-''''_ :~ " r ADDITIONAL INCOME RECEIPTS: Scuddcr Funds, dlvldcnds 1/96.5196 PP&L Rcsourccs. dividend 4/1/96 Gencral Electric, divldcnd 4/25196 Mcllon Bank, cstatc chccklng, Intcrcst 2/29-5/31/96 1,862,38 29.23 125.12 636.82 r TOTAL ADDITIONAL INCOME RECEIPTS: 2,653.55 SUMMARY Balooce for Distribution per Amended First ood Final Account stated to January 31, 1996 223,594.02 Additional Principal Rcccipts: Gain on Conversions to Cnsh: Additional Principal Disbursements, Refund 48.22 1.03 922.00 Total Principal Additions to Balance: 971.25 Additionallncomc Receipts: 2.653.55 Final Balance for Distribution: 227,218.82 COMPOSITION OF ESTATE ASSETS Market CllS1 ..Y1Ill~ BlW:i PP&L Resources, incl. div, rein, ploo 9,763,69 8,738,29 (196 sh, @23,0625 on 5/30/96 = 4,520,25) (235 sh, @22,3125 on 6/07/96 = 5,243.44) 8 sh" 4,5% preferred, Penn, Power & Light 471.00 465,00 272 sh., General Electric 22,746.00 15,742,00 Mellon Bank, estate checking, closing balooce less outstanding expenses 186.680.94 186.680.94 219,661.63 211,626,23 Credit for Pennsylvooia Inheritance Tax Paid by Estate 15.592.59 15.592.59 Final Balance for Distribution: 235,254.22 227,218.82 D1STRIRUTION Market Caa1 ~ I1lIlIi.s TO: The Milton Academy: Va Estate Residue, Cnsh 117,627,11 117,627.11 TO: Naomi M, Peirce, Va Estate Residue: In KInd: 431 sh" PP&L Resources 9,763,69 8,738.29 8 sh., 4,5% Preferred, Penn, Power & Light 471.00 465.00 272 sh" General Electric Co, 22,746.00 15.742.00 Credit for Pa, Inheritance Tax Pd, by Estate 15,592.59 15.592,59 Cnsh 69,053.83 69.053.83 Total to Naomi M, Peirce 117,627,11 109,591.71 TOTAL DISTRIBUTION: 235,254,22 227,218.82 \ , IIllUIDAT.uILNITATlN'.."A IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21.95.641 @@[j)'}y ESTATE OF ROY A, PATIERSON, Dr.:cellSed Late of the Borough of Carlisle, Cumberlood County, Pennsylvania AMENDED FIRST AND FINAL ACCOUNT OF NAOMI M. PEIRCE, EXECUTRIX Date of Death: August 12, 1995 Date Letters Testamentary Issued: August 28, 1995 Date of First Complete Advertisement of Grant of Letters: September 8, 1995 Account Stated to January 31, 1996 SUMMARY PRINCIPAL: Receipts Adjustments to Principal Receipts 246,320,84 344.74 Disbursements 246,665,58 41.942.40 Principal Balance Remaining 204,723.18 INCOME: Receipts Disbursements 3,278,25 0.00 Income Balance Remaining 3.278.25 COMBINED BALANCE: 208,001.43 Credit for Pennsylvania Inheritooce Tax Paid by Estate 15.592.59 BALANCE FOR DISTRIBUTION: 223,594,02 COMPOSITION OF ESTATE ASSETS ~ r ii ~ t ~ ~ 70917,80 sb" Scuddcr Cnsh Invcstmcnt Trust 1.344,314 sb" Scuddcr GNMA Fund 7,25 sh" Scuddcr GNMA (Issucd as 9/29/95 dividend) 272 sh., common. Gcncral Electric 70 sh" common. PP&L Resources 341.946 sh,. common, PP&L Resources Div, Rein. Ploo 8 sh" prefem:d, Pennsylvania Power & Light 12,739 sh,. common, PP&L Resources Dlv, Rein, Ploo Mellon Bank. estate checking account less reserved disbursements t i; l' '. ~ - I' t ~ -- PRINCIPAL RECEIPTS 1, 70 sh" common, PP&L Resources 2, Accrued dividend to No, 1 3, 341.946 sh,. common, PP&L Resources Div, Rein, Plan 4, Accrued dividend to No, 3 5. 8 sh.. preferred, Pennsy1vooia Power & Light 6, Accrued dividend to No, 5 7, 272 sh., common, General Electric Company 8, Accrued dividend to No, 7 9, 70917,80 sh" Scudder Cnsh Investment Trust 10, Accrued dividend to No, 9 11, 1344,314 sh" Scudder GNMA 12. Accrued dividend to No, 11 13. Co-operative Bank, MA. Super Now Acct, 2047506001 14, Co-operative Bank. MA, Advootage Plus Acct. 2049700503 15, Accrued interestto No, 14 16, Co-operative Bank. MA, C,O, 1046273553 17, Accrued interest to No, 16 18. Co-operative Bank, MA, C,D, 1048506521 19, Accrued Interest to No, 18 20, Co-operative Bank. MA, C,D. 1048506570 21. Accrued interest to No, 20 22, Scudder CIT ood GNMA, dividend of 7/31/95 23, Capital Blue Cross: Premium refund 24. (1) $100 Series E US Savings Bond, issued 7/61 Market Cost ~ BJlili 70.917,80 70.917,80 20,097.49 19,331,24 108,39 105.92 20,655,00 15,742,00 1.793,75 1,432.81 8,762,37 6,999,21 504,00 465.00 326,44 306,27 92,701.18 92.701.1 8 215,866.42 208,001.43 1,432,81 12,99 6.999,21 63.45 465,00 4,00 15.742,00 22,04 70,917,80 117.73 19,331.24 40,55 12,853,90 50,076,66 11.26 16,780,00 7,67 16,731.40 7.19 16,926,77 8,14 414.87 114,10 583.32 25, (I) 5100 Series E US Snvlngs Bond, issued 7177 26, (I) $500 Series E US Snvlngs Bond, Issued 7177 27, (4) $1.000 Series E US Savings Bonds, Issued 7177 28, Miscellaneous refunds and medical reimbursements 29. prudential Life Insurooce Policy 07643480, proceeds 303,00 1,515,00 12,120,00 121.29 2.597.45 TOTAL RECEIPTS OF PRINCIPAL: 246,320,84 ADnJSTMENTS TO PRINCIPAL RECEIPTS 09/29/95 10/02195 Scudder GNMA account, 7,25 sh, reinvested ns dividend PP&L Resources, dividend on 341,946 sh" common [142,77-63.45 accrued to date of death] dividend on 8 sh" preferred [9,00-4,00 accrued to date of death] [6.528 sh., common, added to Plan] PP&L Resources, dividend on 348,474 sh,. common dividend on 8 sh" preferred [6,211 sh" common. added to Plan] 105,92 79,32 5,00 01/02196 145,50 9,00 TOTAL ADJUSTMENTS TO PRINCIPAL RECEIPTS: 344,74 PRINCIPAL DISBURSEMENTS 09/07/95 Emerald Drug: balance on account 09/21/95 Presbyterian Homes: balance on account 09/21/95 Naomi M, Peirce: reimbursement for funeral reception costs 10/16/95 Sunset Memorial Park: partial payment, grave marker 11/02195 Register of Wills, Agent: Pennsylvania Inheritance Tax 11/09/95 Thomns M. Barron, Esquire: ba100ce on account 11/28/95 TIAA-CREF: refund of overpayment of pension 12120/95 Naomi M, Peirce: Partial Executor's commission 01/04196 Sunset Memorial Park: Balance, marker Reserved for future disbursements: Naomi M, Peirce. Balance, Executor's commission MARTSON. DEARDORFF. WILLIAMS & OTIO, attorney's fee MARTSON, DEARDORFF. WILLIAMS & OTIO, disbursements: Probate fee 293,00 Advertising Letters Testamentary 118.92 Certified Letters Testamentary 6,00 Filing fee, Inheritance Tax Return 15.00 Reserved for additionalliling fees, expenses 190,76 1,374.78 325.00 500,00 15,592.59 750.00 851.35 6,000,00 425.00 6,000,00 8,500,00 432,92 1.000.00 TOTAL DISBURSEMENTS: 41,942.40 INCOME RECEIPTS I. Scudder, CIT, balooce of 8/3 1/95 dividend 2. Scudder, GNMA, balance of 8/31/95 dividend 3, Scudder, CIT, 9/29/95 dividend . 4, PP&L Resources. balance of 10/1/95 dividend on 70 shares 5. Co-opcrative Bank, Advantage Plus, balance of 9/8/95 Interest 6, Co-operatlve Bank, C.D, #6570, interest from 8/12/95-10/3/95 7, Co-operative Bank, C,D. #1046273553, Interest from 8/12/95-10/3/95 8. Co-opcrative Bank, C.D. #10485606521, interest from 8/12/95-10/3/95 9. Co-operative Bank, Super Now, 10/3/95 interest 10, Co-opcrative Bank, Advantage Plus, 10/6195 interest 11, General Electric, balance of 10125195 dividend 12, Scudder, CIT, 10/31/95 dividend 13. Scudder, GNMA, 10/31/95 dividend 14, Scudder, CIT, 11/30/95 dividend 15, Scudder. GNMA, 11/30/95 dividend 16. PP&L Resources, 1/1/96 dividend on 70 shares 17, Scudder, CIT, 12/29/95 dividend 18, Scudder, GNMA, 12/29/95 dividend 19, General Electric. 1125196 dividend 20. Mellon Bank, Estate checking account, interest through 1/31/96 186,40 64,21 288,15 16,24 101.30 157,76 148,61 139.37 14,18 90,16 89,48 296.90 , , 106,85 ' 285,52' 105,61 29,23 292,81 106,10 125,12 634.25 TOTAL INCOME RECEIPTS: 3,278.25 INCOME DISBlJRSEMENTS None -ll.QQ TOTAL INCOME DISBURSEMENTS: 0,00 ,. ,.. t,