HomeMy WebLinkAbout95-00682
- - ~~
.
PETITION FOR PROBATE and GRANT OF Lt;utRS
No, 02/-95 -(Pcf~
To:
&11111 oJ
1I1s0 known IU
\'lll'lI1l II. Itll'ktl
N/A
RCIIst~ or WlUJ ror \he
D<<w1Ut4 Counlyor Cumberland In the
Socllll S<<urlry No. I AA- 12-1, 21n . Commonw.ealth or pennsylvania
The pctllIon or the undeulJlled respectruUy represenu lbal:
Your petltloner(I), who II/are II YCUI or aae or older IU the exccul or named
In Ihe WI will orlhcabove decedenl, dated 9 Ilecember I 19.2.1.-
and codlcll(l) daled NOllu
(1taI. rdlftlll draunJlI.nOeI, t.., rroundadoe. dea.lh or cxocutor, etc.)
OccendeDI WIS domlclled al death In Gllmberlnnd CountY, Pennsylvania, with
her IISIramUyorprlnc:lpaJresldcncca1 325 Wesley Drive, Lower Allen TownshIji,
Mechnnlcshllru. r~ 17055
(1iJ11U1Ct. Dumber ODd muodpolllYI
DcccndeD1.thcn A9 yeanoraJe,dled @ 9:00 P.M. 18 July ,1995
&l Hpthnnv Vll1l1lWa "115 Wl!Hlt!v nrtve. Mcchnnicsbun!. PA 17055
Excepl IS rOUOWl, decedenl did Dol marry, WIS DOl divorced and did nol have a cblId bom or adopted
al'tcr ClleculIOD or the wlU offered ror probate: WIS Dol the victim or a kllIIna and WIS never adjudicated
Incompetent: no oxeunt tonH
Dcccndcnl al dcalb owned property with estimated values IS rouOWI:
(lr domlclled In Pl.) All pmonal property
(lr Dol domlcl1ed Ia Pl.) Personal property In Pennsylvania
(lr DOl domlcOed In Pl.) Perlonal property In CountY
Value or real alate In Pennsylvania
sltualed at roUoWlt
s
s
s
s
15,000.
-0-
-0-
None
WHEREFORE, petltlODer(I) respccduDy rcquestCl} the probate oT !be Jut will and c:odicil(l)
preseDled herewith IUd the aranl orletlcro testamentary
(tc:rtameDWJ'; aA_ln'nradoa C.t.L: admiDlJI:n:doa cl.b.a.C.LL)
theroD.
II
I~
Dauphin Dc sit B:~~~~ust Company
BY: ,,~.L
Post Office Box 29 I
Harrisburg. PA 17105-2961
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } as
COUNTY OF Cumherland
The petltloner(l) above-named SWear(I) or arrll1ll(s) that the stalements In the rorqolna petltlon are
tnle and CO"ect 10 the best or the ltnowledJe IUd beUer or pet\tlODcr(I) and that IS pmonal repfC$CII.
IItlVc(I) or the above decedenl petltlODcr(S) wID weD ~d ~~~~~rdlna 10 taw.
::r~':: or of"'"...;pI ~~ t ~ ~ · -- f
RtgLrttr(~ !
No. 21 - 95 - 6B2
Estate of
Verna R. Hicks
, Deceased
DECREE OF PROBATE AND GRANT OF LEruillS
AND NOW SEPTEMBER 12. III 95 I In COll5lc1e:adOD or the petltlOD on
the revcnc side bereor, satisractory proor bavlDa bccD pn::5CDted berore me,
rr IS DECREED that the Instrumcnl(l) dafod 9 December. 19!i3
dcscribcd therein be admitted 10 probate and rued or record u the last wUl o'r
, Verna B. Hicks
and Lettm Testamentsrv
are bcrchyIfIJItedto Dauphin Deposit Bank and Trust Company
FEES
Probate, Lcttm, Etc. ,........ S 50.00
Short Certiflcales(3) .......... S Q . 00
RCQ.unda.tlOD ................ t
X-pages S 6.00
JCP ~.OO
TOTAL _ I 70 00
FDed ..... .~~~r~.f1~~~. .1.~ \. J ~.~~.........
BAnk
Called l~ii~l~~ on 9-12-95.
~'0'~~~~97.
Wion, Zulli and Seibert
j~f91~' Seibert, Atty-at-Lsw
AnoRNEY (Sap. a. LD. No.)
109 Locust Street
P.O. Box 1121. Harrisbur~, PA 17108-1121
ADDlI!SS
(717) 236-9301
PHONB
(')0 \(,1 :n
LO:; ;:. TI 1
IiI
'/J :
I '-I .
~n
I
..J
~~J
t " -
,,, ~.~.
:UL
.I~.-: .~,
\..1
21 ~ 95 - 682
('I
-.....,,,
r)
<."
,.',
. , ~'-
, ~-,
f'.--<
~' ~
-;.
nn
ca;
3;'.
t,.T j.;
(" .
-,
f
:.
\:;
()l
f--'
U
,~1'-'.
,):'~
v>
c:a
~
"'0
W
W"
.....
:o;!l
~'~'.
t.._ O.
V~.Cl .
,"-J-~ ,,:. I~-
'f -
n--"~
., '
":5\.' ..
.
.,
.-.1.
\
'..
~":',
. ~ {",
;.~'! (\}
~~ -
.. ~h.
'-c ~_1
,-0.
.;.
-i
."
:'
I'"
"
....
,
'\.
1E~t6t 3Jmlill attb urt6tct11tl~ltt
OF
VERNA B. HICKS
I, VERNA B, HICKS, of Bethany Village, Mechanicsburg,
Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby declare this as and for my Last
Will and Testament, hereby revoking all Wills and Codicils
previously made by me.
1, 1 direct the payment of debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. To the extent that the assets of my
residuary estate are insufficient to pay the expenses of my last
illness, funeral and administrative expenses of my estate and any
estate and inheritance taxes payable by reason of my death, my
Executor may seek payment from the Trustee of the Trust hereinafter
referred to.
2. I give and bequeath my personal property as follows:
(a) My Governor Winthrop desk and the antique night stand
with lamp located on the stand in my bedroom to my cousin, JAMES O.
WALMER;
(b) All of my remaining items of personal or household
use, including my diamond rings, to my niece, JANE HICKS DONOVAN,
3. I give, devise and bequeath all the rest, residue and
remainder of my estate, whether real or personal, and wherever the
same may be situate or located, as an addition to the VERNA B. HICKS
REVOCABLE LIVING TRUST under my Trust Agreement dated January 20,
1989, previously executed by me to be added to any principal held
there under subject to that Agreement and any Amendments thereto as
it exists at the time of my death.
4. In addition to powers given it by law, my Executor acting
hereunder shall have the fullest power and authority in all matters
,
~
'"
and questions and to do all acts which I might or could do if
living, including, without limitation, complete power and authority
,
to invest (without restriction to investments permitted by law),
sell (at public or private sale, for cash or credit, with or without
security), mortgage, lease and dispose of and distribute in kind,
all property, real and personal at such times and upon such terms
and conditions that it may deem advisable,
5. I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY of Harrisburg, Pennsylvania as Executor of this, my
Last Will and Testament.
6. I hereby relieve my personal representative from the
necessity of posting security in connection with its duties as such
in any jurisdiction in which it may be called upon to act insofar as
I am able by law to do so,
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of two typewritten
pages, the first two of which bear my signature in the margin for
the purpose of identification, this ~ day of
:::::t2.-- .. J..,.,.; · 1993. ~ 13 _~
Verna B. Hicks
(SEAL)
Signed, sealed, published and declared by the above-named Testator,
Verna B. Hicks, as and for her Last Will and Testament, in the sight
and presence of us, who, at her request, and in her sight and
presence and in the sight and presence of each other, have hereunto
sub~~ed our names as witnesses. /~ , ~
e~ /.~ ~...? #~" ,A,.
Name Address./ /-
~~\ R.J'LPtn ~-D AJ>e~~ d;'~, ~A
2
,
.
"'i
...
COMMONWBALTH OF PBNNSYLVANIA
COUNTY OF DAUPHIN
SS
(1~ !tIJ;;Md!-
,
We, Verna B, Hicks
and ~ ~Q8A~~~' the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing
,
instrument, being first duly sworn and qualified according to law,
do hereby declare to the undersigned authority that we were present
and saw the Testatrix sign and execute the instrument as her Last
Will and Testament and that she signed willingly (or willingly
directed another to sign for her), and that she executed it as her
free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness and that to the best of his or her
knowledge the Testatrix was at that time eighteen (18) years of age
or older, of sound mind Bnd under no constraint or undue influence,
and 1, the said Testatrix, do hereby acknowledge that 1 signed and
executed the instrument BS my Last Will and Testament, that 1 signed
it willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
;g.
.~fr c:#A~',?-
Q. Q.({~~
Witness
~
~ (), J ^
W tness \
Subscribed, sworn to and acknowledged
before me by Verna B. Hicks ,
the Testatrix, and subscribed and sworn to
before me by- ,~~
and , witnesses,
this ,A.D. 1993,
"
NOTARIAL SEAL
KAREN L LIVINGSTON, Nolory Public
Sliver Spring Twp., Cumbe,lend Co" Po.
My Commllllon bpl,.s Jen. 8. 1996
,
, ,
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Verna B. Hicks
Date of Death: 18 July, 1995
Will No,
1995 - 00682
Admin. No:
2195-0682
To the Register:
I certify that notice of beneficial interest required by
Rule 5,6(s) of the Orphans' Court Rules wss served on or mailed to
the following beneficiaries of the above-captioned estate on
Name
Address
James O. Walmer
1225 Meadow Lane
Harrisburg, PA 17113
220 Glenside Lane
Camp Hill, PA 17011
P.O. Box 2961
Harrisburg, PA
Jane Hicks Donovan
Dauphin Deposit Bank and Trust
Company, Trustee u/Agreement
dated 1/20/1989, As Amended
17105-2961
Notice has now been given to all persons entitled thereto under
Rule 5,6(a) except NO EXCEPTIONS
Date
/:/~".J
h~.$( .;:f/U~
Signature Charles H. Faust
C:, in
N
~
Name Dauphin Deposit Bank and
Trust Compsny
c....,<'
~i:
Cl.,
Address 213 Market Street
P.O. Box 2961
Harrisburg, PA 17105-2961
~
1-
L,")
c:~:J
Telephone (717) 255-2149
,
\i .""
h)Li-_
a:
It.
P'
ci.:';
.J:!;,:)
UU
"
"
,.
.., "\
..
NOTICB OF BBNBnCIAL nrrE1lBST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estste of Verns B. Hicka
NO. 00682-1995
TOI Jsmss 0, Welmer
1225 Meadow Lane
Harrisburg, PA 17113
Please take notice of the death of the decadent and the grant of lettera
to the personal reprssentative (a) named balow. You may hava a beneficial
intereat in the eatate aa followa:
Bequeat of Governor Winthrop deak and the antique nightstand
with lamp located on atand in bedroo. (Distributed during
decedenta' lifetime)
Name of decedent:
Verna B, Hicka
Laat known addreaa
of decedent I
Bethany Village Retirement Center
325 Wesley Drive
Mechanicsburg, PA 17055
Date of death:
July 18, 1995
Place of death:
Bethany Village Retirement Center
County of grant of original lettera:
Cumberland
Decedent died teatate.
A copy of the will is attachad,
Name(s), addressees) and telephone number(s) of all peraonal repreaentativea
appointed:
Dauphin Depoait Bank and Truat Company
Attn: Charles H, Faust,
Senior Vice President and Trust Officer
213 Market Street
p, O. Box 2961
Harrisburg, PA 17105-2961
(717) 255-2149
"
NOTICB OF BBNBPICIAL IRTB1IEST 1M ESTATE
BBFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Eetate of Verna B. Hicke
NO. 00682-1995
TO: Jane Hicks Donovan
220 G1enside Lane
Camp Hill, PA 17011
Please take notice of the death of the decedent and the grant of letters
to the personal representative (s) named below, You may have a boneficial
interest in the estate as fol1owe:
Bequest of remaining items of personal or household use,
including diamond rings (Distributed during decedent's
Ufeti1ae)
Name of decedent:
Verna B, Hicks
Last known address
of decedent:
Bethany Village Retirement Center
325 Wesley Drive
Mechanicsburg, PA 17055
Dats of death:
July 18, 1995
.
Place of death:
Bethany Village Retirement Center
County of grsnt of original letters:
Cumberland
Decedent died tsstate.
A copy of the will is attached,
Name(s), addrees(ea) and telephone number(s) of all personal repreeentatives
appointed:
Dauphin Deposit Benk and Trust Company
Attn: Charles H. Fsust,
Senior Vice President and Trust Officer
213 Market Street
p, 0, Box 2961
'Harrisburg, PA 17105-2961
(717) 255-2149
"
NOTICE OF BENEnCIAL DlTE1UlST Ilf ESTATE
BEFORE TIlE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Verna B. Hicke
NO, 00682-1995
TO: Deuphin Deposit Bank and Trust Company
Truet Department
213 Market Street
p, 0, Box 2961
Harrisburg, PA 17105-2961
Please take notice of the death of the decedent and the grant of letters
to ths personal representative (s) nsmed below. You msy have a bsneficial
intarest in ths estats as follows:
Residue To:
Trustee under
dated January
Dauphin Deposit Bank and Trust eo.pany.
Revocable Trust Agree_nt of Verna B. Hicks,
20. 1989 as Amended
Name of decedent:
Verna B, Hicks
Last known address
of decedent:
Bethany Village Retirement Center
325 Wesley Drive
Mechanicsburg, PA 17055
Date of death:
July 18, 1995
Place of daath:
Bethany Village Retirement Center
County of grant of original letters:
Cumberland
Decedent died testate,
A copy of the will is attached.
Name(a), addressees) and telephone number(s) of all personal representatives
appointed:
Dauphin Deposit Bank and Truat Company
Attn: Charles H. Faust,
Senior Vice Prasident and Trust Officer
213 Market Street
p, 0, Box 2961
Harrisburg, PA 17105-2961
(717) 255-2149
2. Supplamental Return
4a. Future Interest ComprOmtSB
(10' detos 01 dellh ehsr 12-12-B2)
[Jg eo Decedent Died Teste'e []] 7, Decodent Malnlalnod e Uvlng TNII
Ansch co of Will Anech e co 01 TNst
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
R 2 NAME COMPLETEMAILINOAODRES5
R 0 Charlos H, Faust Dauphin Deposit Bank and Trust Company
~ ~ TELEPHONENUMeE. 213 Markot Stroot
- T 717 255.2149 Harrisbur PA 17105.2961
I. Reel Estata(Schadule A) (I)
2. Stocke and Bonds (Schodulo B) (2)
30 Closely Hold Stock/Penno..hlp Intorost (Schedulo C) (3)
4, Mongeg.s end No'es Recelvablo (Schsdulo D) (4)
Bo Cesh, Bank Deposits & Mlscellsneous Personel Propeny (Sch. E) (B)
I. Jolnlly Ownod P'opony (Schedulo F) (B)
7, Transle.. (Schedulo G) (Schodulo L) (7)
.. Totel Groes Assets (totel Unes 1-7)
8. Funeral Expenses, Administrative Costs. Miscellaneous
Expenses (Schadula H)
10. DobiS, Mongega UebiliUos, Uens (Schedule f)
II, TOlel Doductions (lotel Unesu & 10)
12. Net Veluo 01 Estlle(Une B ",nus Uno 11)
13. Charlteblo end Governmentel Boque.,s(Schodule J)
14. Not Value Sub oct 10 Tax Uno 12 minus Uno 13
lB. Spousel Transla..(lo, dSlaa 01 doath aU., B-30.94)
See Instructions lor Applicablo Porcentage on page 2.
(Ineludo velues from Schodulo K or Schedulo M,)
18. Amount 0' Uno 14 taxable at Er.' rlto
(Ineludo valueslrom Schedule K or Schsdulo M,)
17. Amount 01 Uno 1414Xablu 81115"'. ralo
(Includo values Irom Schedule K 0' Schsdule M.)
II. Princlpel t.. duo (Add ',,'rom Une lB, lB and 17,)
II, CrodllS/Sp poveny Prio, Payments Discount
0,00+ 39.900,00 + 2,100.00
20, II Une191s groater than Una 19, onter the dllforenco on Uno 20. This Is the OVERPAYMENT.
~ D ICheck hi" 11 you Ire nquuUng I refund at your OVlrp.vmentl
21. II UnelB Ie groetsr then Une 19, enter the dlllo,.nco on Uno 21, This Is the TAX DUE.
A. Enler the Intefesl on lhu balance dUD on Uno 21A.
B. Enlor tho totel 01 Une 21 end 21 A on Une 21 B, This Is the IIAlAHCE DUE.
Mak. Chock PI abl. to: R tat., 01 Will. A nl
~ ~ BE SURI! TO ANSWl!R ALL QUESTIONS ON PAGI! 2 AND TO RI!CHI!CK MATH ... ...
ndl' p,n'ltll' D PIFJllt)',1 a.cllo,. thlt lIlt'. ..Amln.a Iht. I.lurn, IncludlngAccompan"ng Icn.dul.. An~ 11I1.m.nl.,Md 10 In. tau 0 m, II.nowl.dg. and bU. ,ltl' tnl',
carr,c1.,.d campl.It,1 decu,. that .1I,ululll. na. bun "pofl.d It tnl' malll.t..,a"'.. D'clualJon of pttPll1l otnll tnln tn. P.tllll'lllttpr.untluv. t. baud on allln'o,mltllln 0'
.hlch pr.par" hu In, IInowl.dg.,
.
CAB
H P L
I! PO
C R C
KOK
P S
FOR eATUOF DEATH AFTER 121:11111 CHECK HERE
INHERITANCE TAX RETURN "ASPOU~OL I ,
RESIDENT DECEDENT FILE NUMBI!R
(TO BE FILED IN DUPUCATE 2195.0682
WITH REGISTER OF WILLS COUNNeOOE 1995 YEA. 00682 NUMSE.
DICIDENrs NAMICLAaT, FIRST, AND MIDDLE 'NITtALt DECEDENrS COMPLITr ADORIU
Hicks Verna B, Bethany Village, 325 Was lay Drive
SOCIAL SlCURITYNUMBlA DATI OF DEATH DATE OF DIATH Hechan1csburg I PA 17055
188.32-4293 07/1B/1995 07/07/1906
.
I 'j . ~ L1 - !j
RtV. 1100 EX ,,'.'a,
COM~P,t'~~tWHrO'''Jr-'1m lAN'A
HARRllIi ~=l, ~i'~ 121.010 I
o
8
I!
o
~
T
(I" APPLICABLE) SURVIVING SPOUU'S NAME (LAST, FIRST AND MIDDLE INITIAL)
X I. Onglnel Return
40 Umllod ESle'e
R
I!
C
A
P
,
T
U
L
A
T
o
N
T
~
c
o
M
C
T
A
!
N
SIQNATU~prRSON RESPONSIBLE FOR FILINQ RETURN
~~< ~~
SIGNATURE OF PREPARER 01 HIA THAN REPRESENTATIVE
County
Cumborland
SOCIAL SECURITY NUMBER
AMOUNT RECIIVED (ISlE INSTAUCTIONSI
Remainder Return
(for delos 01 doalh prior to 12-13-B2)
FederaJ Estate Tax Rerurn Required
Tolal NUmber at 5.'. Deposil Bo)(8s
DB,
-1-1,
8.035,44
396,146.75
(B)
404,lg2,19
(9)
6,921.68
(10)
7B8,95
(II)
(12)
(13)
14
7,710,63
396,471,56
100.000,00
296 471056
(15)
0,00 X
.
0,00
(Ie)
0,00 X ,DB.
0,00
(17)
296,471,56 X ,lB.
44,470,73
(IB)
44,470,73
Inl8r881
(19)
(20)
42,000,00
0,00
(21)
(2IA)
(2IB)
2,470,73
0.00
2,470,73
Charles H. Faust
213 Market Stoet
Hn-':-rlsii.ir-. ..PA--iYios-:i96Y._... -..,. .-. - .-. -_.
Dauphin Deposit Bank and Trust Company
213 Markee Strooe
H"a-':-rls-b.ir~':.PA'. i Yios:-i96Y-' - -... -.---... - -..-
Capmonfrcl I".'orm IOftw.,. Only CPSyll.m., lnc,
DATE
0hf1t:
DATI
Fa'", 1600 (A..." ,.,.,
~
,
nn , )
f:i " -"<;
'S6 FED .'8 r3 :19
,\
.h',
'--
';_.
(.
.
.
Ac1 1/48 of 1994 provtdes for the reduction of the \ax rstes Imposed on the net value of tranalers to or for
the use of the apouse. The ratee aa preacrtbed by the atatute will be:
-3% (.03) will be applicable for eetatee of decedents dying on or after 7/1/94 and before 1/1/98
-2% (.02) wfll be applicable for lltallI of decedenta dylng on or after 1/1188 and before 1/1/97
-1% (.01) wfll be applicable for lltalea of deceden1a dying on or after 1/1/97 and before 1/1/88
-Spou881 tranefera occurrtng on or aftar 1/1/88 will ba exempt from Inherttance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
1. Old <*adent moko . "anof... and:
L retain the UI8 or Incorne 01 the property transferred,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. X
b. reloln the right to doolgn.to who .holl usolho proparty ".nsfOlTed or I1s Incama, , , , . , . , , , , . . , . , , , , . .. X
Co retain a reveraionarylntereat: or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
d. racefvetheprorriaeforUfeo'e/therpaymenta, benefits or CBrB1. ............................. X
2. II dalllh occurred on or before December 12, 1882, did decadont within two YO'" preceding dalllh
"onof... proporly without rocoIvIng .daqu.to conold....llon? II delllh occurred oller December 12,
1882, did docodant 1ronII... proparty within ono yoar 01 dooth without receiving .dequoto
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
3. Dlddecad.ntown.n'nlrUSllofbankoccount.thloorhardo.th?..,..."...,..,..",...,.". X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Co,rnght(c) '1'" '0'''' .oft.... DnlyCPly.t.PIl.,lno.
'0,1ft 1100 CAtv, 7.....
.
.
1E'ct5l: 3lIIIill toW Qf.e!il:&lIUtU
" :-':,
OF
VERNA B. HICES
.-. .....
I, VBRNA B. HICES, of Bethany VIllala, Mechanlcsburl,
Cwaberland County, Pannsylvanla, balnl of sound and dlsposlnl .Ind,
.e.ory and undarstandlnl, do haraby declare this as and for .y Last
Will and Testamant, haraby ravoklnl all Wills and Codicils
previously .ada by aa.
1. I direct tho paymant of debts and expansas of .y last
Illness and funara1 from my as tat a as soon aftar my daath as
convanlent1y may ba done. To tho extent that tho assets of my
raslduary a.tata are Insufficient to pay tho axpansas of my last
Illnass, funaral and administrative axpansas of my as tate and any
e.tate and Inharitanca taxes payabla by raa.on of my death, .y
Bxecutor .ay seak payment from tho Trustaa of the Trust harelnaftar
referred to.
z.
I liva and baqueath .y parsonal property as follows:
Ca) My Govarnor Winthrop desk and tho antiquo nllhtstand
located on the stand In .y badroom to .y cousin, JAMES O.
with lamp
WAI.'IBR;
'.,
.
Cb) All of .y ramalninl Items of personal or household
use, Includinl .y dla.ond rlnls, to my nlaca, JANB HICIS DONOVAN.
3. I live, devise and baquaath all the rest, residua and
ramaindar of .y estate, whather raal or parsonal, and wharaver tho
same .ay ba sltuato or locatad, as an addition to tho VBRNA B. HICES
REVOCABLB LIVING TRUST under .y Trust Alraa.ant dated January 10,
1989, previously executed by .0 to ba added to any principal hold
thera undar subject to that Alreamont and any Amendments thoreto as
. I. . .
It exists at the tl.a of .y daath. '
4. In addition to powers Ilvon'" it by law, .y Bxecutor actlnl
hereunder shall hava the fullost powar and authority In all mattors
':.
" ~'.'..'
and quastlons and to do all acts which I aiaht or could do If
1ivinl, Includinl, without limitation, complete power and authority
to 1nvalt (without rastrictlon to Invastments parmitted by law),
sell (at public or private sala, for cash or credit, with or without
.ecurity), mortaaaa, 1aasa and dispose of and distributa In kind,
all proparty, raal and parsonal at such tlmas and upon such terms
and conditions that It may doom advisable.
5. I nominata, constitute and appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY of Harrlsbura, Pannsylvania as Exacutor of this, my
Last Will and Tastament.
6. I heraby ra1iava my parsonal repra.entativa from tho
necessity of postina .acurity in connaction with its duties as such
In any jurisdiction in which it may ba callad upon to act insofar as
I am abla by law to do so.
.'
.....
'-"
IN WITNESS WHEREOf, t have haraunto set ay hand and saal to
this, my Last Will and Tastamant, consistina of two typawrltten
paaas, tho first two of which bear my sianature in tho marain for
tho purpose of Identification, this ~ day of
:::Dft_- /.-./. 1993. ~tS-~
Varna B. HickS
, '".
(SllAL"
,
I
"1
Sianed, sealad, publishad and daclared by tho abova-namad Tastator,
Varna B. Hicks, as and for har Last Will and Tastament, in tho slaht
and prasanca of us, who, at har raquast, and in har .Iaht and
presence and in tho siaht and prasenca of aach othar, hava haraunto
sub~ad our namos as wi tnosses. / /..
~~~~~ ~'..X', ,A.
H... Address./ .;'
~G'~\R <'fi~~ AJ)e~~I!:t':), DA
z
'f;
3if
~\
~;;
lfiU.-~'
~':i~':J
~~t
(4;
~;F
tti:::
}I~l
~1:fi
FJ'",.
f;:';:
i:j~J
~;4
HI
r~~~s1
",,'1
'~..,;;l
'i-~'~1
""j
"!'"
.@j
,~--..-
':""'j
l~r1
W,M
"""l'
72-:
j'
xy~
'-I
)~'::.1
~,1\~
,'~I
''''5J
..:....::i~~,~::;.,:~.. .
. ..
-.';1'" '..
. ... ... -:.
: :~:,::~~\: ..
COMMONWEALTH OP PBNNSYLVANIA
COUNTY OP DAUPHIN
SS
'., .
I
i
I
.
,
.., Verna B. Hlcks (1~ ."</y.n.d-
.nd ~~ ~.fJ.,,~_.I. the Testatrlx .nd the wltn.sses.
r.sp.ctlv.ly, whoso n...s .ra slln.d to tho att.ch.d or for.lolnl
Instrua.nt, b.ln. flrst duly sworn .nd qU.llflad .ccordlnl to l.w.
do hereby decl.re to the undarsllnad authorlty th.t wa wara presant
.nd s.w tho Tastatrlx slln and exacut. tho Instru.ant .s har L.st
Wl11 .nd Tast..ent .nd thet sha sl.nad wlll1nlly (or wll11nlly
dlracted .nothar to slln for har), .nd th.t sha axecutad lt .s har
fr.e .nd voluntary act for the purposas thareln axprassad. .nd th.t
..ch ~f tho ~ltnessas. In the pr.sanc. .nd ha.rlnl of tho T.st.trlx,
sllned the Wll1 as wltn.ss .nd that to tho best of his or h.r
knowl.dla the Tastatrlx w.s at that tl.e el.htaan (18) ye.rs of .Ie
or oldar, of sound .ind .nd undar no constraint or undue influ.nca,
and I, tho said Testatrlx, do h.raby .cknowladla th.t I sllnad .nd
exacutad tho Instrumant .s ay Last Will and T.sta.ant, that I sllnad
it willinlly, and that I sllnad it as .y fraa .nd voluntary .ct for
th. purposes thareln axprossed'~ rJ J / . ;
7.: /VO~
'r'tscac x
~~ ~~,&;'~..t?-
1111 cn.s.
c::.l:.o", Q, ~(j..M'/V\.&r\A~
w~ss \
....
..... ..
,0,
. .
"
I
,
I
.' .,
..
..
!
'.
....
"
Subscrlb.d, sworn to and acknowl.dlad
b.fore .. by Varna B. Hlcks .
the Testatrix, d luDscrl0ed Ind sworn to
before .. b
and . , v cn'S.I.,
this ,A.D. 1993.
-
II01'AlJA&, SUL
DIIN l. UYnfasTOH, Nor.,., ~
sa.., s,n,., r.... o..amUi eo.. 'I.
1 Mr CcnINal.. bainI :.... It"
REV"1I0J EX + (II....'
SCHEDULE A
REAL ESTATE
cO"lI.'l{\lfim~g,WbYANIA
ESTATI! OF FILE NUMBEII
Verna B. Hicks SS# 188-32-4293 07/18/1995 2195-0682
(Property JoIntIy-owned willi RighI of SUrvlvOf'II\Ip mual be ""'oHd on 8chodula F) All rul .._ ahould ... ropoltod at lair nwIlat valua
whloh la defined ..the price al whlcll fIl'OI*'IV _uld ... ucllanged be~ ewllllng buyer and e willing &aller, nellher belnll oompelled to
or Mil both havtn _nable knowl of the Nlevlnllacla.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEAlll
TOTAl Aloo enl., on Una 1, Roc ltullllon
(II mora"".... _, lnaert Iddl1lonal lhoe.. 01 ume Ilze,)
copyrt.tIt(CI 1'" form .oftwll.onl)' CPS)'II....lnOo
.
0.00
'0'," 1100 Schedul. A ("''1.11-'"
i
_._,-O--"^,d._..,_'
"IV" taOJ IX. 14.11'
COMr.\l\l~4\,~~AH",
!STAll! OP
SCHEDULE B
STOCKS AND BONOS
PILI! NUM1Il!R
2195.0682
Verna B. Hicks
SSII 188.32.4293
07/18/1995
All
ITEM
NUMBER
n __ _ R ~ lkmItvorah mull'" cIacIoHCI on lIohedule P.
DESCRIPTION
VALUE AT OATE
OF OEATH
TOTAL AIao enter on line 2, Roc I1ulll1lon
(II more eplCele MGded, Inl4ll1 eddlllonll 0_ 0' umo oIzo,)
CoPytfllht eel '1M '0'''' lottwar. anly CPS)'III.I,lnCo
I
0.00
Fa,", 1500 Schedule 8 (Aev.4-'I)
REV.. flO' EX. (,....)
SCHEDULE 0
MORTGAGES AND NOTES
RECEIVABLE
Pia... P~nl or 0
FIll! NUMBeR
2195-0682
cO"'::'\l\lftm4\WmorAN1A
I!8TATI! OF
Verna B. Hicks
ss~ 188-32-4293
07/18/1995
All 01
ITI!M
NUMBI!R
-ownod wtlh the RI , of BUNlvom moa'''' chcloNd on 8ohodule F.
DI!SCRIPTlON
VAWI! AT CAll!
OF Ol!Allt
TOTAL Aloo ent'" on line 4, Roc 1lu1.lIon
(II mora IpIlC8Ia naadad, InMn IddlUonallhaela 0'"'''' ....,)
CopyrlghlCo) "14 fo,m ,,"war. only CPS...I.",., InCo
.
0,00
'0'''' 1100 Schedul. D (AI. ,...,
D
Dauphin Deposit Bank
and Trust Company
MAIN omcl!: 2'3 MAAJ<ET STREET, HARRISBURG, PENNSYLVANIA '7101
7'NI55.2'2'
Decedent Confirmation
Name: Verna B. Hicks
Social Security No.: 188-32-4293
Date of Death (000): 07/18/95
Acooutt No. 001005??oo
Type Checking
Date Opened
or Issued 01/23/89
Date Closed
or Matured 07/20/95 (Closed)
Date of Death
Be lance $3,483.29
PI..lJS
Date of Odath
Accrued Int. Non Interest Bearing
Joi nt OWners
(if any) None
Date of Joint
OWnershi p
03500097
Safe Deposi t Box
09/13/83
Not Applicable
location:
Mechanicsburg Office
Special CclIIaents: N/A
Addlttonal lnfa....tlon avanab'a at 120.00 per hour, One hour atnl_.
Date Prepared: August 10, 1995 Prepared by:
'ani 00-020-218 (REV 7/13)
Customer Management Information Dept. (CMI)
Page 1 of 1
Telephone No. (717) 255-2054
REV.. Uoi EX + tn-II,
CO"'\1.'li\lrrr.~{\'~W~'"1A
ESTATI! OF
Verna B. Hlck.
JOIn,.......l(.):
NAME
A.
B.
C.
JoIntIy-owneel property:
55. 188.32.4293
SCHEDULE F
JOINTLY-OWNED PROPERTY
07/18/1995
ADDRESS
FlU! NUMBER
2195-06B2
RELATIONSHIP TO DECEDENT
ITEM LETTER DATI! TOTAL VALUE DECD'S DOUAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET " INT. llECEDENTINTl!REST
TI!NANT JOINT
TOTAL 'Aloe onlo' on IIno eo ROC'DIIlJI,UDn\ 0.00
(II mo,o IpllC811 _dod, Insert Iddl1lonsJ Ih..1I DIIII1llI lito.)
COPyriGht(c) 1114 lorm lollware O"IV CP8.,.I.",I,'"Co
Form 1500 Sched"le F IAlv. 1Z-II,
AMENDMENT TO REVOCABLE LIVING TRUST
VERNA B. HICIS, Settlor under Revocable Living Trust dated
January ZO, 1989, hereby invokes the power and authority granted under
Paragraph THIRD "Right to Revoke and Amend" of the said Revocable
Living Trust to amend the said Agreement.
WHEREAS, Paragraph THIRD provides that "I reserve the right to
revoke or amend this trust, in whole or in part, at any time and from
time to time by an instruments in writing, delivered to the Trustee
and intended to take effect during my lifetime; except that the
duties, powers and liabilities of the Trustee shall not be changed
without its written consent. The Trustee reserves the right, at any
time upon thirty (30) days advance written notice to me, to resign the
trust and deliver the trust estate to me, after deducting therefrom
its fees and any expenses then due and payable", Settlor does hereby
amend said Revocable Living Trust by revoking Paragraph SECOND and
substituting in lieu thereof a Paragraph SECOND as follows:
FIRST: Settlor revoke Paragraph SECOND and substitutes in lieu
thereof the following paragraph:
SECOND: Dispositive Provisions After My Death: Upon
my death I direct the following amounts be paid to the
individuals and charitable organizations as follows:
(a) The sum of Thirty Thousand ($30,000.00) Dollars to my
cDusin, JAMES O. WALMER, if he survives me;
(b) The sum of Thirty Thousand ($30,000.00) Dollars to my
cousin, VERNA WALMER CALL, if she survives me;
. :. 1 ~ .
o. .
.... .
! .:
; '. ~ \,:.: ..~':~' ~: -. ~ i; ~ ~; " ~ .
. . .... .. . . (: ':
..
(c) The sum of Forty Thousand ($40,000.00) Dollars to my
cousin, ARTHUR CULLISON, if he survives me. In the event my
cousin, ARTHUR CULLISON, should predecease me, then this amount
shall be given to his wife, JOYCE CULLISON, or to her issue,
if she should also predecease me;
(d) The sua of Fifty Thousand ($50,000.00) Dollars to the
CHRIST PRESBYTeRIAN CHURCH of 4Zl Deerfie1d Road, Camp Hill,
Pennsylvania in aemory of Verna B. Hicks and in honor of her
niece, Jane Hicks Donovan;
(e) The sum of Fifty Thousand ($50,000.00) Dollars to the
NEIGHBORHOOD CeNTER of the United Methodist Church, l80l North
Third Street, Harrisburg, Pennsylvania.
I direct that all my remaining assets held IN TRUST, being any
accumulated interest and all principal, be paid to my niece, JANE
HICIS DONOVAN, or to her issue, per stirpes, should she predecease me
and the trust thus be terminated.
SECOND: In all other respects, Settlor does hereby ratify and
confirm her Revocable Living Trust dated January ZO, 1989,
~ day of "";;;h ~ ~ ~ , 1993.
Wit~s: Ii (/) J J. I .
~..-R 7/. ~?.. t.~'Z~ &:#~
Verna B. Hicks, Settlor
this
~f~~e~ ,o~ ~ day
~ Jf!?;f/. ~.. ~ /---
SeniDr Vice Presideat IUd Trust Offieel'
Dauphin Deposit Bank and Trust Company
By:
'. ~., , ..: " :../.:,,:,..,', "..;... i;.1,i*!,.,tiL- ...:":.'
. .-' ~ '- "', ....... ~... ,
..., .'
. ~ .
.;
,
..~
...
I.
Vana B. Hicks (S~lllor) 01 lIecbanicsburg, PA
"s,sby transfer to OauPhln Oeposlt Bsnk and T,ust Company Ihe,eonalter
called Ihe T,ustesl. a Psn"lsylvan.a bank and lrust company, the p,operty described In the
anached Schsdule, to be held In T,ust as follOWS:
FlRST: Dispositive Provisions For My Ben.lIt - Ouring my lifetime:
A. All of the nellncome shall be paid to me at least quarterly or shall be paid or accumu.
lated and added to pnncipal, as I may direct In wntlng;
B. As much of the pnnclpal as I may lrom time to lime request in wntlng shall be paid to
me. or as I may otherwise direct;
C. II. in lhe Trustee's opln.on, I am at any time unable to act or to apply the payments to
my own best inte,est and advantage. the Trustee may apply directly for my benefit as
much 01 the income and/or principal as lhe Trustee may. from time to time, deem appro.
p,late lor ( ) wellare. comfort. support or emergency needs and may add to pnncl.
pal as much of the income as 'Ihe Trustee deems advlsaDle.
O. Trustee shall keep true and correct bcoks of account, whiCh bcokS of account shall at
all reasonable time be open 10 the ,nspection of Seltlor or hiS duly aOPOlnted rep,esenta.
tlve. Trustee shall also quarterly ronder Settlor a detailed statement showing all receipts
and dlsDursements on account at the trust estate and the manner and !o,m In which Ihe
lrust estate Is invested at the time 01 the rendition 01 sucn statement.
SeCOND: Dispositive Provisions After My Doath-Upon my death while the trust continues.
Ihe Truslee shall pay the then.,emalning principal and income to my E.<ecutor or Admlnistra.
tor for disposition as part of my estate.
THIRD: Right to Revoke and Amend: I ,eserve t!;le ,Ight to 'evoke or amend thiS trust. In wt,yle
or In part. auny time and from time to time by an Instrument In writing, delivered to the Trustee
and Intended to take effect during my IIIetlme; excepl that Ihe duties, powers and lIabllllles of
Ihe Trustee shall not be Changed without Its wrlnen consent. The Trustee reservos Ihe ,Ight. at
any time upon thirty (30) days advance written notlcato me, 10 resign the trust and deliver the
trust estate to me. after deducting therefrom Its fees and any expenses then due and payable.
.
FOURTH: Adellllons to Trust: Sublect to Ihe approval of the Trustee. either lor any other entity
may add property, real and personal, 10 the principal of this trust.
FlFTH: Trustee's Powers: In aedltlon to the powers granted by law. my Trustee shall have the
following discretionary powers, appliCable to principal and Income, which sn?'l be exercls.
able wlthoulleave 01 court and shall continue until distribution Is actually made: '
A. To accept and ,etaln any or all property. Including stock or other securities of the
Trustee or of a holding company controlling the Truelee;
B. To Invest In all forms of property IIncludlng, but not by way .,f IIIT,ltatlon, real estate.
all types of stocks. bonds. options. and partlclpallons In common t,ustlunds and money
mar1<et fundS); without being confined to Investments prescribed by statute and without
being required to diversify;
C. To buy Investments at a premium or discount;
D. To hold property unregistered or In the name of a nominee;
e. To give p,oxles. both minlstorlal and dlscrallonary;
F. To compromise claims:
G. To loin In any merger, consolidation, ,eorganlzatlon. voting trust plan. or other con.
corted action of security holders, and to delegate discretionary dulles with respect
the,eto;
H. To borrow 'rom Dauphin Deposit Bank and Trust Company or from others, and to
pledge ,eal 0' personal p,operty as security therefor, to loan cash or securllles upon
such terms and condi lions as trustees deem appropriate.
1. To sell at public 0' ;lrlvate sale 10' cash 0' credit or partly lor each. to exchange, to 1m.
pro"e. or to lease lor any period of time, any real or personal prcperl'/; and to give options
for sales, exchanges. or leases.
, .
.
..
J. To allocate any property l1ICeived or charge IncurrBdto principal or Income or panly 10
each, wlthr:-ut being obliged 10 apply the 1'.'JaJ rules 01 trust accounting;
I<. To'dlstrlbute In cash or In klnd or partly In eacn;
L. To retaln any part or all 01 my buslnllllS Inlerests held In IhlS Trusl as long as the
Trustee considers it advisable 10 do so; and to conduct, alone or with others, any such
business In which I am engal;led, with all the powers 01 an owner or with respect thereto,
Including the power to delegate dlscretlonaJy duties 10 others and to pay adequate com.
pensatlon to any such person; to Investl.o.j,,,,. propertY In such business, and to incor.
porate It or change Its lonn.
SIXTH: Compensatlon: The trustee shall be compensated In accordance with lis standard
schedule 01 charges In effect from time to time during the period 01 Its services, and this com.
pensatlon shall be paid tram principal or Income or panly from each In Ihe sole discretion 01
the Trustee.
SEVENTH: Non-Asalgnment: No part 01 the Income or prinCipal 01 the propertY held under thiS
Trust shall be subject to attachmen~ levy or seizure by any creditor, spouse, assignee or
trustee or receiver In bankruptcy prior to actual receipt thereol. The Trustee shall pay over the
net Income and the principal to the persons herein designated, as their Interests may appear,
without regard 10 any attempted anticipation (excapt as specifically provided in thiS agree-
ment), pledging or assignment under the Trust, and without regard to any claim thereto or
attempted levy, attachment, seizure or other process against me.
EIGHTH: Law Governing Trust This trust Is created and accepted in the Commonwealth
01 Pennsylvania and shall In all respects be governed by Its laws and shall have Its situs al
Cumberland COUllty, Pennsylvania.
Executed on -r..-c.~~ ' 19d' ;;
NOTE:
Before executll)Q this document you may
want to consult with your Attomey to as-
sure that your wishes are being set fonh
accurately and In proper legal form.
0~r~A~ L?:j/~EA~
Settlor Verna B. lUcks
.
w~ /
.LU~
.
The loregolng trust Is hereby accepted.
Executed or ~~. - <:J ' 19 ;-;>-
Dauphin ~.Slt Bank and Trust Company
By ~~,;/.~... - /..-
(TItle)Charles H. Faust
Vice President/Trust Officer
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF DAUPHIN
On this, the 20th day 01 January ,198 9, belore me, a
notary publiC In and lor the said Commonwealth and County, personally appeared
Verna B. II1clts . known to me (orsatlslactorlty p,oven) 10 be the person whose
name Is subscribed to the loregolng Revocable Uvlng Trust and acknowledged that he/she
executed Ule same lor the purposes therein contained.
WITNESS my hand and notarial seal, / /7 .,...-..- /
~'/: t/ ..' .. ",_.. .,/tI(iii .. ...:" /~
Nolary "'Pub c H~RR1S'!Ur,: ;~~'lOT~RY P'Ja.'C
My-Comml Shl't'C&/li$=:'i<PIR~N$-~TY
(SEAL) ~" -. 19M
M'en::.Y, i'w,S',I'C~ .:..;.:.-........, "_,
.-..; ',w:.1,::!:I
,
+
,
"
;"::
1~,
,...,
",
i
"-1..
~..~
q.'
11\
,
'0"
'(
~t"
"
.;~
-'~,
C.
.~\
'>h
_~_ .-t-"'''':'" ~~~.~ ~~+..l\-,~<~:_~
"IV. un IX . ('-II'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
pt_ Prlnt or
fiLII NUMRft
2195-0682
cO"'I'.J/,{\lrrrM{\,_~ANIA
I!STATI OF
Verna B.
ITI!M
NUMBeR
A.
Hlcks
ss~ 188-32-4293
07 18 1995
~SCRIPTlON
AMOUNT
1
Fun.... ~_:
Hyers-Harner Funeral Home Inc,
5,020,00
B. AdmIn~ Collin
1, .......nll Rep...nlIllv8 Co""'-ns
Sodll SecuI11y Number af .......nll Rop'__:
VI"CornrTUslonaplld 1996
lI. AllDrnoy _ Wlon, Zul1l & Seibert
3. FomIy Exen1>don
ClIimInl Rllldonshlp
Adm- of CI_"_n1'o delth
S1reolAddrell
Cl1y SII10 Zip Code
"- ""'bali_ Reglster of Wl11s
C. MIIoIIIlnIOUa 1!Ilpe.....:
1 Buraau of Vltal Rocords - Doath Cortlficato for Hary H,
Wllsbach
1,000,00
500,00
70,00
3.00
2
Cumberland Law Journal - CODt of Advertislng and Proof of
Publication
40.00
3
Dauphln Deposlt Bank and Trust Company . Relmbursement for Cost
of Drl1ling Safe Deposlt Box
70.00
4
5
Gingrich Mamorials, Inc - Inscrlptlon on Grave Marker
60,00
158.68
Patrlot News Company - Cost of Advertising and Proof of
Publication
TOTAL Also onllr on Dne 8 R hullUOn
(II morII 1pI0I II n-._ _ _ of...... _)
Co,........ eel t.Mlorm IOltwarl 0"'1 CPSp~ 1M.
. 6 921.68
,.,. 1IOOtchl." HI"'v, '-II)
I
.
';.,: ,;;, "; TRUST.lLFlNANClAI.Sl!RVlCES GROUP, .'
". ,~.:.;.,," ....,\ j. '...'...,.. '
, ..'
- J.\ ." :'-:1"'" ....l...... .', '.~..' ..:.:,:;.... ..... '1, .. :. ""'. .' \
#~'!.1;.;'th ....~;;.ir.. -::-':f!i;' J.:~~..~...:, ,/.I#:.~,,~. .~,d.~'lt.';:.!,: .~;.~'.'i..l: ... _;. h.\ , 1:-\' j.c~.~".:==-....
"...... .'F.f.' ':,~ .~,." ;a;'. .""":-"". .DAUPHIN ""E"OSIT' SANK" &r ......UST CO _ '''.",' n~' ......'n.,
,.....~,.."....."'. "" \..;..~.... ~!I' ~tr . 1'" . ~~ '...., j" r r~ .,In ~.. ~ >.t., " , .
. :.~~i 1!a (;,1{ "'r.' 7~~ ~.:t' i "'" ,,\: . '-"..' .j.: '~j .,:" :",~ ~.:.. t.v,l_\. 'It,~,~ ...: ,.:: S. r;t ~~j "
.. .\loll "'1:. it. \ "11-0 . .LfY"J .~.. ~ .J-"~ ......._ .t 1W. '.'J ~ r. Yo ~ . ,..... " ... ~.. . .
'Al!m-.f<<l;" ~ 4 69...., ,.', j\;' >.' <A' t<f '-;:" V"Ix..:: '...' ...... 'DATI! 09/11/90
::::;r':'f',~" l. ~.~ -:-w o/-f" l'~- .f';" ..... .o\., ,t;~. ...... ...:. "...,.. '.-. .' ... .,'; '~", '
^'~ .:1'~ f?~ ".~~ "1't'r ~~ ).{I '.' --:"'. ,..,,,. ~, .1' I 0/', ,A'~ j'..'" ~,-" '........ '~l .1/' ~:.:
~..J .1;....,. . 1.... ::t~1' 'fl<:' ..1,": '., ~ ',;,,~. ,..... % .~ ~':.'. ''''''",r; ,~~..., It.;;: ',.:\', i~lr ~J"""" r:
',.,.-, loI" ~Jl ~ .... 'V!.'t, . .'~ ..... ,t...--'. ...'...." r -, '" ...
~r:"r~,~> _~.~.,1~"F'1v;;-::iiliou..nci ,Twen'iv' DoLLAl'IS, ~D,N'o ,CENTS- ~':~;"'A1.i~~~ '.0,020.00
".:);.J;.''- -'."", ,. .' " '..:"'~~.."-" c,.....,,~;~: '...': ......., _.~~ ..j..~;'. l'......
PAY MYERS FUNERAL HOME INC 030031792 300 '1'1 If.1f2..t.1.1.2 .'.
TO~ . 37 E MAIN ST :/ {' ~;;: i/" ;.
0RDIIl::: MECHANICSSURQ, PA 170~0 J ;::. :~", '. : ..~~J'
. . '. ,;o~,.: :;;/8 _ ~ ~;r:,x:;. ~
...',",_.., ~'-'''11,:.'_~ ~fUZlDiiOHATmir..
. .~,
~ " -; / .' '
... .;-~ '. . ~.:;~
. ,. .
..
No.668755
.J!I:S.
;'313
. ,~,
n" I:. I:.S 75511' ':OB300S31,1: 05"'01:i I:iSO 3'"
.
"'DODO 502000,"
..~, .-........-- .. . . .-.......- '" ... ~---. . -- -,. . .- -..-.... ... - '. .- .... . . ..-..--
U'1
CJ' "
-
.. :::1.:.:::.:... 0
P~::~1.L .....
u:;:tC1
CIFlJr.~ ' ....
ft~ 1;~ll
717-2mm
~C31~-;;'.;.. ......
CD,
U CI I. tl r.7t ::{ ,-\ l:f "I
-i~"
8 g;d
i i!i Slid
~ h~=
~ I!!~~~
~ I ~~I: ~
I i ii~~ 3
Ai I~~ r
~t
m
i,
~I
!:I
m,
.
FR~;:.~.:U)J_~ ~':":*iR 4i=IMI~M ~:Xlii:D/;(:'1 r.
'O:3iO-uOOl!l"o - '
0:30031792 05-16-95 '.
- ':-:',",
.c;:....
I
'.
,..
Ci
to
\TI
'.
.
REV"111ZUtI1..nl
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES AND UENS
Pl_ Prlnt Df
FlU! NUMBER
2195-0682
CO"'\1.q,tl!~f.\'I1.11 'V: e~tYJ..rANIA
'ilhlb'i"l~rrCl:'bi'N\'"
I!8TATI! OF
Verne B. Hlcks
SS. 188.32-4293
07/18/1995
ITEM
NUMBER
1
2
DESCRIPTION
Albert Pharmecy - Perscrlptlon Charges
AT&T corporatlon - Telephone Lease
AMOUNT
767,86
21,09
TOTAL AiID onter on lno 10, R I1ull1lon
(II mora spocell nHdod, I""", Iddi1lonll ._ of ..... .....l
cop."eght (c. 11M fo,,,, eoftware 0"1,. CPSyetem., Iftc.
. 788.95
Form 1100 ached"l. IIAIY, 1-13)
..
,
AEV-IU.EXllaUI
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX DIVISION
ESTATI! OF
Verna B.
(AVAILABLE FOR DECEDENTS DYING AFTER 1213tl8t)
FILE NUMBER
Hlcks ss~ 188-32.4293 07/18/1995 2195-0682
This schedule rrost be comploted and filed If you chockod the spousal poverty credit box on the cover sheet.
" TBlCOblo AIIol. 10111 !rom IIno S (covo, .h..l) , .
404 182.19
1.
2. Insurance Proceeds on Uf. 01 Decedent. .
0,00
2.
3. Retirement Benofhs , , , ,
0.00
.. .. .. .... 3.
4. Jolnl AlIsol0 with Spou.o .
0.00
..........................4.
5. PA Lanory Winning.. . . . . . . . , . . . . . . . . . , . . . . . . . . . . . . . . . , . . . . . . . . . . , . .. 5.
0.00
IlL Otho, NonlBlCoblo AlIsot.: Uol (Anoch cchodutoll nocoss"'Y). . . . . . . . . . . .. IlL
0.00
Db.
8e.
8d.
e. SUBTOTAL (Unes eo, b, c, d). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. e.
0.00
7. TOlll Groll AlIsoIl (Add IIn.. 1 thru S~ . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . , . . . . .. 7.
404 182.19
e. TOlll Actull UoblllUes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
I. NOl Vlluo 01 &1018 (Sublract IIno s!rom IIno 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,
II IInoll. g,,,"to, lhon $200,000 - STOP. Tho es10101. nOlollglblo to clllm 100 crodltll not conUnuolo Pill II, 9. 396 471.56
PART II - CALCULAnON OF JOINT EXEMPTION INCOME - (Attach coplea of Federal Individual Income
.. ',Tax Returns for decedent and s use. .
Income: 1. TAX YEAR: 1092 2. TAX YEAR: 1993 3. TAX YEAR: 1194
a. SpOU88....,."...,............ la. 0 . 00 2a. 0 . 00 31. 0 . 00
b. Docodonl............,..,....... lb. 0 . 00 2b. 0 . 00 3b. 0 . 00
c. Jolnt......,..,...,...,...,.... Ie. 0.00 2e. 0.00 30. 0.00
d. TBlC l!lcompllncome. . , , , . , , . . , . , . . . ., ld. 0 . 00 2d. 0 . 00 3d. 0 . 00
.. Other Income not II.tld obovo, . . . . . . , . . . .. la. 0.00 2a. 0 . 00 30. 0 . 00
I. Totll,..............,......, 11. 0.00 21. 0.00 31. 0 . 00
4. AV81ago Joint l!lcompUon Income CllculoUon
4a. Add Jolntl!lcompUon Income !rom obovo:
(11) 0.00
+ (21)
0.00 +(31)
.
0.00
-;- 3 )
0.00
0.00
4b. AV81lg0 Joint l!lcompUon Income. . . . . . . . . . . . . . . . . , . . . . . . . . . . . , . ,
II Uno 4(b) Is grool81 than $40,000 - STOP. Tho estotol. nolollglblo10 clllm lho crodll, II 001, conUnuo to Pill III.
PART III - CALCULAnON OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
, ESTATES
.
1. Insert omount oltBlCoble Ironsfo.. to OPOU88 0' $100,000, whlchovo, I.'oss, , . . . , . . . , . . . . , , , . . ,. t.
2. MuIUplybyc'odllpBrClnlsgo(...ln.lruCUOn.)....,....,....,...,.,.............. 2.
3. Thlolo tho omounl 01 100 Resldont Spou.1l Povony Crodlt, Inctudolhl. ngu,o
In lhocalculoUonoltotllcrodlllon IIno19 ollhocovo,.h..l, . ,.,. ,.,..... ,.,..,.", 3.
4. For NonrosJdents, sntsr the ratlo or the docedont's gross Dslola In PA to tho value at Iho
decodonfll gross estlto . . . , . , , . , , , , , . , , , , , , , . . , , . , . . . , . , . . , . . . , , " 4,
S. Multlply line 3 by line <4 and enter the total here, ThIs Is the amount 01 Ihe Nonresldenl SpouslJl
Poverty Credit. Include1hls figure In the calculation 01 toral credIts on line 19 01 the cover sheet, 5,
Cop",;ht(c) '014 form laftwI,. 0"1)' CPS.,"lml,'nc.
Sch.dul. (AlII. 1-'.11
... -, .- -..".
''''.. .
,---.--- ---------------------- ----- ---- -- ..--
,
I
'J ,
"',. .,..: .,-.','.,
iJ Hi1/1tA:' 082595 COMMO~~~~~~T~: R~~:~:YLVANIA
[~~"i.. h",'" ' .. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
,:!.:.....
RECEIVED FROM,
&
ACN
ASSESSMENT I!'
CONTROL ...
NUMBER
AMOUNT
DAUPHJN DEPOSJT BANK & TR CO
ATTN CHARLES FAUST
POBOX e961
HARRJSBURG. PA 1710~-e961
101
.1::.470.78
"'CHDHflE
fOlD HUI
ESTATE INFORMATION,
I:lI FILE NUMBER
511 el-199~-06ae
1:1 NAME OF DECEDENT (LASTI
... HJCKS VERNA B
~ DATE OF PAYMENT
Iii oel B 96
EJ POSTMARK Q.\TE
COUNTY
CUMBERLAND
DATE OF DEATH
SSN IBS-3e-4e93
(FIRST)
(Mil
o
REMARKS
B
DAUPHJN DEPOSJT OK & TR CO
AT TN CHARLES FAUST
CHECK" 6gel07
fa TOTAL AMOUNT PAID .e. 470.73
VZ
RECEIVED BY ~}{Il./l.ff G '_;(~v-'._.v. 1'l-tJ
(T SIONAlUR(.< )':ic.J .j. > j),1 rj'_
MARY C. LEWJS' I
REGISTER OF WILLS
SEAL
REGISTER OF WILLS
~l''',';~;:--------:-::-------,.-,.--- ----- - - ---- - --- -'-~1J"~T ;; >,---
. .
...
. .'
~
.~
'.
I
~'
\'
..,
t
f, .
.f
-., .- ~ --. ....
r~
,. ...........~. ~..J~
--.:...-...-,
!
"
-~. . .. .-,-_.
--,-
, --
/
./ ./ ---
/.--;>), ') - ,:'
.......~ .... '-
c..-----
REV-1547 EX AFP 112"95)*,
COMMONWEAL TH OF PENNSYlVANIA
DEPlATHfNT OF REVEHUE
BUREAU OF INDIVIDUAL TAXES
DEPT. ZlD6Dl
HARRISBURG, p, 17128-06Ql
NOTICE OF INHERITANCE TAX
APPRAISEHEHT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 05-27-96
FILE NO.
07-18-95 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUeHIT THE UPPER PDRTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
CHARLES H FAUST
DAUPHIN DEPOSIT BK & TR
213 MARKET ST
HBG PA 17105
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
AJlaunt Re..itt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4j"EX"AW"nZ:9E;"j"iioi"icE"-OF--itiHEiiifiitfCE"i"AX"jiPPRAisEHEii'r-;"AiroWA;icE"iilim---.-".----""-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HICKS VERNA B FILE NO. 21 95-0682 ACN 101 DATE 05-27-96
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Eat.t. (Schadule A) (1)
2. stock. and Bond. (Sch.dul. B) (2)
3. Clo..ly Held stock/Partnership Int.r..t (Schadule C) (5)
4. Hortgag../Not.. Receivable (Schedul_ DJ (4)
S. C..h/Bank Deposita/Hiec. Parsonal Property (Schedul. E) IS)
6. Jointly Owned Property (Schedul. F) (6)
7. Transfara (Schedul. G) (7)
8. Total A...t.
) CHANGED
.00
.00
.00
.OD
8.035.44
.OD
396,146.75
18)
404,182.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,921.68
9. Fun.ral Expan.a./Ada. Co.t./Hi.c. Expans.. (Schadula H) (9)
10. Debt./Hortgage Liabiliti../Llen. (Schedu1. I) (10) 788.95
11. Tot.1 Deduotlon. ell)
12. Net V.1ue of TaM R.turn (12)
13. Charitable/Govern.anta1 Bequ..t. (Schedul. J) (13)
14. N.t Value of E.tat. Subjaot to Ta)( (14)
NOTEI If an assassment was !ssued previouslY, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount cf Line 14 at Spou.al r.t.
16. Aaount of LIne 14 taxabl. at Llnaal/CI..' A rat.
17. A.ount of Lln. 14 taMabl. .t Coll.teral/Cl... Drat.
18. PrlncJpal Ta)( Due
TAX CREDITS:
PAYHEHT
DATE
ID-16-95
02"08-96
7.710 63
396.471.56
100,000.00
296,471. 56
will
1151
116)
1171
.00
.00
296,471.56
X .oD.
X .06.
X .15.
l1e)
.00
.00
44,470.73
44,470.73
RECEIPT
HUHBER
AA082232
AAo82595
DISCOUNT (0)
INTEREST C-I
2,lDO.00
,OD
39,900,DD
2,470.73
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
44,470,73
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TDTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY eE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
- 0\
0 't1 '7:1 ~~
<) ~: N ,.
, ~ Q.. ('
,~ :~
t~ CO ,
";:' N !
~ .' :1
(J
.... ,~~'
o u.,
U (l,j tj
C1JQ: ~ '-E
a: ~8
RESERVATION I Elt.t.. of decMw\t. dVlng on or b.for. D.ce~.r 12, 1912 .... If "'11' future In,.,...t In the ..tat. h tnn,f.tt.d
In po.....lon or ..,japent to CI... . (coU.t.r.U blWMflol.rl.. of the dec.dent .ft.r thli Ixplr.UDn of MV utat. for
11'. or for v..r., tha C~..lth h.r.by ..pr...lv r'l.rv.. thl right to appr,.,. and ...... tten.f.r Inheritance T....
at thtl lawful el... . (coU_t.rIU r.t. on any .uch lutur. Inter..t,
PUIPOSE Of
HOTlctl To fulfill the requlr...,.." of S.ctlon 214D 0' the Inh.rltane. and E,ht. T.x Act, Act 2Z of 1991. 72 P.S.
SecUon 2140.
a.tech thl top portion 01 thh Notice and ....1t with your pav.ent to the R..llt,,. of WUta printed on thl rava,... IIda.
...Kelt. check 01' .onlY ord.r pavabl. tOI REGISTER OF MILLS, AGENT
All p.P...... nCIlvMl ,hall fir.' b. appll.d to any Int.,.ut Which '.y b. due with an1' ra..lnd.,. appll.d to thl talC,
REf\DrID (CAJI A ,..fund of . tllC cr.dlt, which w.. not nqu..tld on thtl T.lC A.turn, ..y bti r.qw.hd bit co..-l.tlng en "Appllc.tlon
'or R.fund of Penn.ltlvanl. Inh.rltanc. Bnd EIt.t. T.... (AEY-lS15). ipplh:.tlon..n .".U.aJl..t th.Offlc.
a' the R.gltt.r 0' Will., MIt of the n A.".nu. Dhtrlct Offlc.., or by call1nll the .p.cl.l U-hour
........rlng ..r"lc. ,.,.,.n 'or 'or.. orderlnlll In P'MIVI".nll 1..aaO-3U-USO, oullld. P.nnnl"..,I. MHI
within loc.l H.rrbbUrl .r.. (717) 711-aat., TOOl (711) 112-U52 (H..rlnll !I..lnd Only).
PAYMENT I
OBJECTIONS I Any p.rty In Int.r..t not ..thfJld with the .ppr.I....nt, .1Iowanc. or dl..llowanes c, d.ductlon., or ........"t
c, t.lC C InclucUnll dhcount or Intlr..t) .. .ho.." on thl. Hotles ......t Object within .bb UO) d.V' 0' r.eslpt 0'
thit Hotles bVI
....written prot.1t to the PA O.p.rt..nt 0' R.VInUl, lo.rd 0' APP.lh, o.pt. r'I02I, H.rrhburll, Pi 17UI"IOU, OR
.....I.cUon to ha". thtl ..ttlr d.t.r.lned .t IUdIt 0' the ItCCO\W'lt 0' thl p.r.on.1 r.pr...ntltl"., OR
-"appetl to the Orphan.' Court.
AotIlN
ISTAATlVE
CORRECTIONS.
DISCOlJITt
PENALTYI
INTEREST I
faatu.1 .rror. dhco".nd on thl. ........nt .hould b. .ddr....d In wrltlnll tal Pi D.Plrtlent 0' A.".nu.,
Bur..u a' Indl"ldull Talll', ATTHI po.t A.......nt R."I.w Unit, Dlpt. 210601, Harrhbutlih Pi 11121-0601
PhoM (711) 711"6505. S.. plgl 3 of thl bookllt "In.tructlon. 'or Inh.rltance TaM A.turn for I Auldent
DlCed."t" (REY"1501) for In IMplen.tlon 0' .d.lnl.trltl".ly oarrlotlbl. .ttor..
If MY t.M due I. Plld within thr.. CS) c.lendor lonth. .ft.,. the d.ced.nt'. dnth, . fl". p.rc.nt CSlC) dhcount 0'
the tlM plld I. allow.d.
ThI 15:< t.lC ....ltlt non.pI,.UclpIUon p.nalty II calPut.d on the totll of the tlM end Intlr..t ......ed, and not
paId b.for. Janu.,.lt II, 1996, the fltlt d.v 1ft.,. the .nd 0' the hM IlIMuty p.,.lod. Thle non-p.,.t1clp.tlon
penlltv lt IPP.llabh In the .... senn.r end In the the .... tI.. p.rlod n you would IPp..1 th. t.M end Int.,.ut
that h.. b.en ......ed .. Indlclt.d on thl. notlc..
Int.,...t It cha,.g.d b'IIIMlnI with lint d.v 0' d.lInqu.ncy, a,. nln. (9) .onth. .nd onl (I) d.y ,,.0. the d.t. 0'
duth, to thtI d.t. 0' P'YMnt. T'Mn which blc... d.lInqutlnt b.'o,.. Janulry 1, 1912 b..,. lnt.,...t .t the r.t. 0'
11. (6lC) p.,.cent p.,. ~ cIlcul.t.d .t I d.lly rlt. 0' .000164. All tlllU which b.c... d.lInquant on end .ft.,.
Jenuary 1, 19.Z will belr Int.r..t .t I rat. which wIll "."v ,,.0. cllend.r y..r to c.lend.r y..r wIth that rat.
announc.d by the PA Dlpltt.ent 0' R,vlnu.. Th. .ppllcIb1. Int.r..t rltn far 191Z th,.ough 1996 .rl'
'!!!! Int.n.t Rltl D.llv Int.r..t F.ctor I!!! Int.r..t R.t. Dellv Int.r..t Faotor
1912 zoX .oaasn 1917 .X .ODOZ41
1985 lOX .ODDU' 191'''1991 llX .aanol
1914 llX .oonn 1992 'X .000241
1915 lSX .000356 '99S.1994 7X ,Oaal'Z
1916 lOX .ODOn. 1995"19" 'X .000Z41
"'Int.r..t I. ca1culltllt II 'ol1owl1
IHTEllEST . BALANCE OF TAX UNPAID X NUHBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
"'Anv Notice luued after tM tlM bleD." d.lInqu.nt will r.flect 11M Int.rut cllcul.tlon to 'lft..n us, d.v.
beyond the d.te 0' the .......ent. If p.y..nt II ..d. .ft.r the Int.,.ut caeputltlon dlt. .ho,," on thl
Notlc., additional Inter..t I\l.t b. ca1out.lId.
I
\
-.-, ...... -~ ....-....
-"'.-
,
."r
......
JI~_'~~ ,"
.. il.~.")',... ."t'1->'u-~ i....',.. ......,. .. '..... ...... '_" _,,'.. '~__""'_'" ..
j ," ~,< ,~~~ ~ , ~', """"''''''--'"'-'--~#__#~m."",,,*_,-,,,,~,,.~,,~~ "'~"~"__~"'~~'~ _'_..,.'
DETACH AND RETAIN THIS PORTION FOR YOUR RECORDS
~
NO NAME EXECUTOR OF THE ESTATE OF VERNA n, HICKS
.
"
.
_._"'~-"'._'-
NO NO,
::If If t( r- 0 o~ fry
No. 6 7735177351
1303024660
OISP 20
OFF 25
10/13/95
FOR
REMITTANCE AMOUNT
INCOME PRINCIPAL
$39,900,00
ADMINISTRATIVE EXPENSE PAID TO
REGISTER OF WILLS AGENT
t"/ .
,., tV r?
.t J/./",', I v ()_
t""";- l' t)
'1
/'jP l "'!Jf,/
PAYMENT ON Ale OF PA
INHERITANCE TAX LESS
DISCOUNT
-.~ ~-.
~,...-....-c
-,-- -""'-".' '"~--.., '"
"
1::-;
,'-.
... -, .. , ''1!----''-' "..
.. -- ~ ...- , -.... .
,,--~:":-;:'~.~ .._~~-- -~
-_..~_._. _.._~.
I
I
.~~..~".,..._.~-'"
t. .'", i
I' . '<',r '
,.- '...
t " I
TRANSFER
57.
..\
. ,
i
t ~ '..J
. ...,
: '. ~ ~'" >
.~ .....
. III' ,
. ". 4 .
. ~M. ...... r., )
-",Ii. ... 't.
, ' ..1-...; /1, ,
:""~.;'J ", ,.' ".~ ~,
", ~.
';"'- . ''?-
t.. . ..
'J I
~, ,
,
!
1- ~
i' 10,'
",'
t
,,...
o(
....-".~-
r~-
__ ,t.
.'. "
.t I
'.
- ... ~- _.. -., ,- ..
,
~-----~------------------------------------------
\
I
!
"':'..". "-'::'-;~'~' ,:'~:;:' ;.' -'. ., . . ,
l.i..~~AA;;082232 ,. ", COMMONWEALTH OF PENNSYLVANIA
II. ,,' , ,'. .', ' ,DIPARTMINTOfRIVINUI '
..'.. .,-;- ; ,,,-... ... ,.. . ,., . ,
!lI~,;",i ~./ ,::"', ;'., ',", OfPlCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
RECEIVED FROM.
D
ACN
ASSESSMENT r:t
CONTROL 1;,1
NUMBER
AMOUNT
DAUPHIN DEPDSIT BANK & TR CO
POBOX e961
lul
e;:l'1,'1uu.uu
,
_ '010 HII' '01.0 Hili
HARRISBURG, PA 1710~-e961
.,
;\
. f '
, r,
. I
\,
l.
i
ESTATE INFORMATION.
~ I E NUMBER
U el-199~-06Se
~ NAME OF DECEDENT
11:,I KS
II DATE OF PAYMENT
EI POSTMAR
COUNty
SSN lBS-3e-4e93
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
.39,900.00
DAUPHIN DEPOSIT BANK
PB
RECEIVED BY ~JIri1! C. .JJlt",;j /!./.V
"ONAU'y / ( ,...
MARY C. LEWIS ~, . I jl"t
REGISTER OF WILLS
,
,
SEAL
CHECK" 6773~1
REGISTER OF WILLS
L--------------------~_._:-------:--:'::-:-.~,~_~7.7::"=~;:;".~~=.41.~fr.:~..~
,,,' " .: ,
. ',.. ~
.;. ,.,
,I I
.'
. '
\ " ...
i, t
-/
.. .-. -~ - .....
. ---. ~---~
1('-"""'---'
~- ,....
"
;...-. . -.---.--
,-.-
..-
.... -..........
.
Register of Wills of
County, Pennsylvania
CUMBERLAND
INVENTORY
EM~.ol Verna B. Hicks
No, 00682 -1995
1110 known IS N/A
D.~oID.~h 07/18/1995
SocIIlSecurilyNo. 188-32-4293
, Deceased
P....nll R.p'....nt.lIvo(.) 01 th. lbovo EM.t., d8C8l81d, vlnly th.llho 111ms spp.sr1ng In lh. folloWing InvanlOry Includ. III of lh.
perIOnal assets wherever situate and all of the real estateln the Convnonwealth of Pennsylvania olaaJd Decodent. that the valuatlon
pllCOd Dpp081t. .ach Itlm ol.lld InvonlOry ,.pr...nt. 111 fllr vllu. .. olth. d.l. of lh. Doc.d.nr. d.alh, .nd lhal Doc.d.nl own.d
no r.1l 88lal. Dutllld. ollh. Convnonweshh 01 P.nnsylv.nl. .xc.plth.l which spp.... In I memor.ndum .llh. end ollhl.
Inv.mary. I tw. v.rily th.llhl .1.1II118nll mid. In Ihl. Inv.nlolY 81.lr\J. .nd corract IIW. undarsllnd Ihlllll.. .tallmonl1 h.,c1n
81. m.d. lub/8Cllo th. p.nIlUI. olle P.. C.S, SocUon 4904 ,.I.Ung 10 unsworn 11l.lftclUOn 10 outhDriUa.,
NlI1llIof
Anorney:
Wion. Zulli and Seibert
Jean D. Selb.rt
Personal Representative
DaU~~1t Ba~ ~ust Co.
Slgn.1\JrI:BY:~~ $. ~.o-'~
Charles H. Faust
1.0. No.:
41713
Slgn.tur.:
Addre..:
109 Locust Str.et, P.O. Box 1121
Add,...: 213 Market Street, P.O. Box 2961
Harrlsbur~, PA 17108-1121
TeI.phon.: 717 /236-9301
Harrlsbur~, PA 17105-2961
T.lophona: 717/255-2149
D.l.d:
DoscrlpUon
Vlluo
(See continuatlon p.ge(s) attached)
(Ansch .ddl1lonll Ih..l. II noco..l/Y)
TOlll:
14,191. 73
NOTE: The Memorandum of real oalate outsldo the COnvnonwealth or Ponnsylvanla may. at the alocllon 01 the personlll representatlve.
Includo the vaJue 01 each Item. bulsuch "guros should nol be oxtended In10 the totol or tho Inventory,
COP."lgtlt!cl1812 lorm IOftW.,. onl., C.n'I' PlICI !SoUw.",lnc.
FD,,,, 'RW-711I1DZ)
.
COhlhlONWUI.TH OP PEHHSnVAHIA
COUNT'( OP ClJMB!RUHD
} , a:
"
.
Char1as H. Faust, Senlor Vice Presldent and Trust Offlcer of
Dauohin Deno81t Blink nnrl T,-ItQt' r.nmpAnv
beIng "uly sworn Iccordlng 10 Is..., ""POU' In" 'SY' thst theY are the Qualified
Executors 01 the Estlt. 01 Verna B. Hicka
1st. 01 _ 325 Wesley Dr, , MechanlcsburR, PA 17055 Cumb.r1sn" C4unfy, 1'1., d.c....d In" thet tho
wIthIn I. In Inv.ntory msd. by hlm tho ,sId Executor
. 01 tho InH,. eotste 01 ,sId ".cldlnt, con,IsHn9 II .n th. plMonl1 prop'~'ty Ind r..l e"de, IXClpt rul lotlt. outsld.
th. C4mmonwulth 01 Plnnaylvlnls, Ind Ihst thl fl9urll opposlt. ISe.; It.m 01 tho Inventory rep....nt It', Illr velu.
I' ef tho dst. of docldlnt', d..th.
Sworn
Dauphin Depoait Bank and Trust Company
BY: ~~~:#. .4.t~~rt:..?-
I:ncvf., . .~1j~
Senior Vlce Presldsnt and Trust Offlcer
213 Market Street, Post Office Box 2961
Ind IUb,crlb.d b~Z'
19 ~:
DIf. 01 Duth .
NOlarial Seal
Mary Ann Anderson. Notory Publlo
Harrisburg, Dauphin County
My Commission e'plros Oct 30,1998
~,~"",A'"""",,,,"aNrto..,,.
D..,
Harrrieburp: , PA
17105-2961
...........
July;
M..tIo
1995
T...
IHmUC'l'lOflS
I. An Tnventory muot bo med wIthIn throe month, IIt.r Ippolntment 01 penonslroprllentdlvo.
2. A IUppl.ment Invlntory must be filld withIn thIn., dsys 01 dl,covlry 01 IddTffonsl I..ets.
3. Addltlonsl .huh msy 1M Iftech.d II to personalty or reslty
04. See ArtIcl. IV, FiducTlrle. Act 01 19049.
,
"
'" ~ i
f5~ ..
~ ..
II .
~!1i u .
.
~ w u Q '" =-
i= .... a:
.. .../ ... == r !
II. .../ ~ 0 . a: 0
w 0 ~ a: '" ~ =
~ to <
o Q e j
- a~
II
> ..
.. "II
..
- ..
-=
0 .!
. I "II ...
- . 0
.. Q it 0
... ..
'"
.
J
Estate of:
Date of Death:
County:
. . ~
;it~f.. ~"~~t~~~~:.~~~~1-W~.~:':~::"S':;t'~;~:L.~~'I~~~~
INVENTORY
Verna B. Hlcks
07/18/1995
Cumber lend
CASH:
AT&T Company -
Pro.rate Refund on
Cancellation of Phone Servlce
6.59
Bethany Vl11aga - Pro-rata
Refund of Care and
Malntenance for Month of
July, 1995
1,876,39
Dauphln Deposlt Bank and Trust
Company - Balance of
Checklng Account #0010050000
3,483,29
Dauphln Deposit Bank and
Company, Trustee -
Accrued Interest -
Capltal Reserve
Account
Munlcipal Bond Fund
Fixed Income
Collectlve
Invostment Fund
Trust
$130,64
1,429,85
190,22
Metropolitan Llfe Insurance
Company . Death Beneflts on
Po1lcy #387994RB
1,750,71
6,156.29
Publlc School Employee's
Retlremont System -
Relmbursomont of Pro-rate
Medlcal Insuranco Premium
55,00
Pub1lc School Employee's
Retlremont Systom - Pro-rate
Penslon Beneflts for Month
of July, 1995
846,96
, -l-~
INVENTORY
Eatate of:
Date of Death:
County:
Verna B, Hlcks
07/18/1995
Cumberland
Yankee Pub1lahlng Company -
Pro-rate Refund of
Subscriptlon due to
Cancel1atlon
16,50
..-----.-.......
14,191,73
.---------------
TOTAL RECEIPTS OF PRINCIPAL",.",..".."
14,191. 73
;\,.
-2-
REGISTER 01' WILLS 01' CUMBERLAND COUNTY
REPORT 01' STATUS 01' ADMlNlSTRA"ON
(Por Resident Decedents Dylnc ACter July I, t984)
ESTATE NO. 21~- 0682
Ilame or Decedent: Voma B, Hicks
Social Security Account No.: 188-32-4293
Date or Death:
18 July, 1995
Ilame or Personal Representetlve(s):
Dauohin Deoosit Bank. and Trud' C'!nmpAny
Capacity
(check one)
Executor
Administrator
x
Admlnlstretor c.t.a.
Administrator d,b.n.
Is the administration or the estate complete!
Yes
x
No
If "yes", how was the administration ended! (check one)
By court accountlng
8y account steted to pertles In Interest x
Did the parties release the ves
personal representative!
Other (explain)
Total amount paid to da te to credl tors and ror runeral and S 10,221. 00
administrative expense
Total value or distributions to date to beneClclarles S 3,822,37
Ir administration Is not complete, estimated value or assets
stili In admlnlstra tlon
S N/A
NOTE: 'I1Ils status report Is due no later than the due date for flUne the Pennsylvania
Inheritance Tax Return or, Ir no Inheritance Tax Return Is required, nine (9) months
after the date of death; If the administration of the eslate has not been concluded,
a summary report shall be flied aMually thereafter until the edmlnlstratlon Is complete.
I certlCy under penalty or perjury that the roregolng Inrormatlon Is correct to the
best or my knowledge, Inrormatlon and beller. D hl
au~o n Depo~~i B~~k snd~ust
Oate: 5 Septomber , 19~ BY:~A:. ~.?t-- ~.. - /---
Personal Representative
cc: Jesn D. Soibert, Fs quiro Charles H. Faust,
Senior Vice President & Trust Officer