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Home My WebLink About95-00692 . :\.;:',',. '2:;: .' . " "n ,.' ,:.-J' " , '" ,--; , .', ,"':':'::,.",,:: ;',.:,. ..' . ., ';' . ,i<'-; .;;.. ,"J" ", '~;L:; ,.'. ,...n,_,,',<,;'\~,_y': '" ,-' ,"'-'- ,"',:." :',/} ,", ''-'. '_'. ". .',:i-.:/i<".'" .- ' ,>;"- ;'::;-,:,>- ':,_ '_ '." .... __ ..,'.... :<:;',:.\ri.:";,. :; i~, ,:~ ;~h:;';<;i ~::i;' . '.. ,',J '. '\. ',: '" ,,-;,.; ,:/":;",:.' ' d i' . ''-,: ,_ .,.-.; :c- C"'''' "., , ,:',-:', ,';:"""'" ';;;-;"""', . ",,:;,;>:", ,.. ",{,'r~::;}'., .,,' - . .:. ",. < ~:'/' , ,~.~\::; :>:: .' - -:,\ ,,'.;-- , '> ' " d' '. . ....... ,::~~:' ,~" -,,:::.' -'", " '. ,.,' .' : ,~'- (7 ~;.. ;/C', ,',-,: " '~ .L:;,::,,\ "j r~ ~_,:;,; ':."i lc L' ;: ;i~: ..' 'i:i'-" I':'.' " ~ I' ~/.'t,~'r.; """-:'~'~ "c:""-- . ".,~ I ~, ,;""~; ;;;~;'K1~1~~ l,t:.";~~!tl,,;\':~~ I')~>:'" ':." ,;: ..l'f'.0J,,-JI 'r,;'; ?'\'~',",,>(::::~, '<; '. 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" -'.', , >,,': ,;!,~ :i~7~{; :'; .- !, , : 'j;::' . '~-'\;j, {."~- :f.?i-' ;;"~~' - '.fi~~ ,- .' .-.-,... "hT' ~1' ~ Estate of JULIA C. BARND also known os N I A PETITION FOR PROBATE and GRANT OF LEITERS 0<1-9S-t,9~ No. To: Register of W~Js Inr-1hJi. , Deceased. County of UMBERl NO in the Social Security No. 188-36-8774 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your pelltloner!c). who is/soo-l8 years of age or older an Ihe execut or In the last will of the above decedent. dated Mav 5 and codicil(s) dated Julv 31. 1995 named , 19-9..3..- h er last famil PA 17055 L (slarc relevant clrcumslances. C.B. renunciation. death or cxeculor. CIC.) Decendent. then 91 years of age, died AURust 16 . 19 95 at Bethan Villa e Mechanicsbur Cumberland C . Except as follows, decedent did not marry. was not divorced and did nOI have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: N I A Decendent at death owned property with estlmaled values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled In Pa.) Personal property in County Value of real estate In Pennsylvania situated as follows: N I A s s s s 500.000.00 N/A N/A -n_ WHEREFORE. pelitioner(!l) respcctfully presented herewith and the grant of letters theron. requesl(S) the probate of lhe last will and codiel1(1} teBtamentarv (lcslamcnlary: admlnlstralion c.I.a.; admlnlurlllon d,b,n.c.I...) '[ e 'O- r "''[ 'TJ.2 ij.= -;;l .".- SO 1i " v; MERl IAN TRUST COMPAN B: / k~ 'A <--.y,h>> 35 N. th Street . P.O. Box 1102 ReadinR. PA 19603 _iL ~ CZ<! C-IJU",,-r / 6j!-<c4 I I i i /1 1/ , I, I i I' /' I I' . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 88 COUNTY OF CUMBERLAND Sworn to 0' affj,med1.and befo,e me this 5TH SEPT The petitioner(st above.named swear(s) or affjrmcs) thaI the slatements in the foregoing petition arc lrue and correct to the best of the knOWledge and belief of pelilione,C") and that as personal reprosen- tative(!l) of the above decedent petilioner(!l will wcll and lruly administer the estate according to law. ~~~ D AN TRUSr .?O~ y ') '" 00' " .. ~ ~ RY C. LEWIS . " ,_.....~"h.._~. , .:.....- "- -." _,c,_~. --., No. _ ~1 - 95 - 6lJ? Estate of JUI.IA C. IlARND , Deceased DEeRE": OF PROBATE AND GRANT OF LE'ITERS AND NOW SEPTEMBER 1 B. 19..2..L-. In consideration of the petition on the revelle Ilde hereof, latllfactory p,oof having been p,esented befo,e me, IT IS DBCRIlIlD Ihallhe Inltrument(l) daled May 5, 1993 and Codicil dated Julv 31. 1995 delcrlbed therein be admllled 10 probale and OIed of ,ecord a'lhe last wl\l of JULIA C. BARNO TESTAMENTARY MERIDIAN TRUST COMPANY and I.cllers are he,eby g,anled to ~~~~~~&Om~~ o R a1"...orwlII~ MARY C. LEWIS FEllS P,obale, Lellerl, Illc. ......... S 340.00 Short Cerllncetel( 19.......... S 30.00 IJ.W~r8lrllon ................ S----ru:-5tT ~-Pages S-15..JlO. JCP TOTAL _ S 5.00 Filed . ~.E.~1:. .1.~11 )~.~~......... .~~~:.~9 Robert N. Bohorad, Esq. - 07713 ATTORNEY (SUI'.. Ct. I,D. No,) One Norwegien pIazs, P.O. Box 1280 Pottsville, PA 17901-7280 ADDRESS (717) 622-1811 PHONE In ~._, .,' !Ii 7;f . r.l: . :~.~' lJ"I ~ . ~ ;'5 ,~ L' (H tlJ(C ~ ~d a: Ma1led letters and order to Bank on 9-18-95. 21 - 95 - 692 - . -. , " . . ..... . -. ,< .. , '. :~~!...:jl':;':. .. "I ,'P:::H.:!,;(:"I., " ,.', ,i' d;' ,,)iUH;'~;;t:" , j 'I I \ { ~. , . < , " , ' . , > . ~ . .. ; I' 'r I 'j If, ." 1 , .,' .' "" ;"," ,> , ~ 0 , , . I, " , '. ',;' I' ' :':"!::>t'l~';, '<'" ; t,; ',;.; :;':Jljt;;~ii~;~!flif+:L~; ~~;..l;!,.; :>'. "I: ;:~~;:~I~:"::l,j:f!l< .11' . , . ' j" "1'" . I'd' ,I." 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If''!! i:,H I'~''!if I '11'1 I' t'''!;'j! !' ~.;':, ';, 'U1,'.'''q ;:' ~;'d!"in qf.,~.I, '.,1".;'1,1;':" ~. ,; '*l:,;f'l! I,U'!.!. -!.!h;;.IH 1'/'" "1 .1 1'<1' l,fl;:"'l '_..j .', J '", fi'II.,!! ". '. , ;,.." .d~f'rlP' t'l """""l" '1 .>p,'''j''!'!!'!I'l'', I' "II 'Iii 1,,1 11'1""'" '.>< ,1, ^'j!l I. ,',oJ 'f"'I'I"l"~':",,, '<I'Clll".t '- ):" -hl":,;.J";'O'I"!'1 ,I', d t'hl " II" ! II I', I'" Ii ""1'-' " ,,,' ,j ,,'" ',,, d.', ,,," ,',.,!J ,..". J....".l.. "., "''', , """,' '.,\l."" I'll ""I "j II'! I' '/'''''''''' ,.'. ,'.' " J . ,';;'f fl' I ,'" 'I';" .;,' ",,' III ';P 'Or' 1'\' ,.llll,.ll-,!'l!"! I ;,'11~ h I II ! I" tj'i',"[I,', :' . ". 1 ! 1:! " )l"-,'if ,.- f,J ' 'lj\>I"" ......". 'f "'1'" ":, ,"i:" ". "I';JI'.I>'"".!" ',II I!,!" I :11' ~,!,.'.~;;!- ,] }. .1.""""P' " ''''''',,:.',"' .'~ t.!", '>~.' !, ,-. I' n .,p "'11 ,.'~; ~ I '1" ~n;" "(. " L ~ 1 t." d '... .1,,"" H " , I r . 'l,':' .. " ", "'11'"'' f" n.;, 1" 11 !1!~' ,-,,' I l"~.""'l ;' ',. .' ";'", ":':,' .I'ft' , " .,., t 'I', ",' "i ":" ~ I " 'I, 1". ,"'/"1'1"1 11''''/' Illl"! 1J" 'f' '; I;:;, i'!' , " <" ". I".. :; \ ' 'r' '.: t ,',",',; .' , . J,;: '. . >'i,!l 1: ~ j ;.lll'!!: ft '! ij{;; j 'Jl ,i, H!:;.' ,';: , .' '>" ;', . 1" , . " l , ," '.":f .~lj!:'l'L!!~I;tpl 1;1.1 '!. " . ". .... .., .... ',"',m!i;:!'!iil!iiii:li H ',~' 1 ~ , . ~ "-, '-C"L '-,.':.:- ,-,,' ,;;:'~.L....'... .~,~ -+-+1 '.~. .~.. ~.. .~v ". ~ ~.. r '., '-"'-,:' ~~ ,I ~ (:. 'f,_ _1':1-:;' " ;(.,!:' ~-:;',~t}i:--; e. :l_..,lo_' ------, '\ r. '_~ " ..'~C'- ., ~" _' '-..... c._:.-_ " " ~ "~ a ~. ~ ~ ~ 1 "a . to) ~ ." ')-:1 t'. ~'. ..: ~.' -'t"" 'vI ...'1 ..1t~~..", _:~ '-:: '.f';.' . c""'l' to ....e:~... '.'~' .'1 -.;~ .:,,)- . ,0 '.- 1, - '~t : "r .~ -;-~.' Ul. ',::, ~-~ "-'* '. . d;.,--",'_:' ~i'Jr' , ..il',i ; " i It ~ ~ ~. t~a:~ .~ II. - It ~ !!i .- i ~ I , . , LAST WILL AND TESTAMENT OF JULIA C. BARND I, JULIA C. BARND, declare this to be my Last WlII and Testament, hereby revoking all wills and codicils heretofore made by me. FIRST: I direct the payment of the expenses of my funeral and last illness from the assets of my estate. SECOND: I give all of my furs and other clothing to my friend, MARY R. STUTZMAN. THIRD: I bequeath my automobiles, clothing, jewelry, furniture, remaining household and personal effects and other tangible personal property of like nature (not including cash or securities) not otherwise disposed of by me, together with any existing insurance thereon, to my son, DONALD F. BARND. FOURTH: I give the sum of Twenty-Five Thousand ($25,000.00) Dollars to my son, DONALD F. BARND, if he survives me. FIFTH: I give unto my Trustee, in trust, the residue of my estate. (a) If my son, DONALD F. BARND, survives me, my Trustee shall pay the net income to him in installments no less frequent than quarter-annually. My Trustee shall distribute such sums from principal as, in the sole discretion of my Trustee, are reasonable, necessary and advisable for the health and support of my said son, or such of his children, and issue of his deceased children, as he supports, taking into consideration their other income and sources of support, and giving priority to the needs of my said son. (b) Upon the death of my son, DONALD F. BARND, or upon my death if my son fails to survive me, my Trustee shall divide principal into as many equal shares as there are grandchildren of mine then living and grandchildren of mine then deceased but represented by issue then living. ~&~~,AA-7~p . .' .. (1) My Trustee shall distribute one share, per stirpes, to the issue then living of each deceased grandchild. (2) My Trustee shall hold each remaining share as a separate trust for the benefit of each such grandchild then living and shall apply so much of the income as, in its sole discretion, deems reasonable, necessary and advisable for the maintenance, support, education and health of such grandchild and shall accumulate any unexpended balance of income and add same to principal until such grandchild attains the age of twenty-one (21) years. Thereafter, my Trustee shall pay to such grandchild the entire income from such grandchild's share in installments no less frequently then quarter-annually. My Trustee shall payor apply directly such amounts of principal as it, In its sole discretion, deems reasonable, necessary and advisable for the maintenance, support, education and health of such grandchild and members of his immediate family and to enable or help such grandchild purchase a home and start and maintain a business and profession. Trustee shall distribute the balance of such grandchild's share to such grandchild at the age of forty-five (45) years. (3) Should any such grandchild die before his trust has been fully distributed, the principal and any accumulated income of such share shall be distributed to such grandchild's then living issue, per stirpes, or if none, to my then living issue, however, any amount payable under this Subparagraph (3) to a person for whom at that time my Trustee holds a separate trust fund created hereunder shall be added to the trust for such person for administration and distribution as a part hereof. SIXTH: Should my residuary estate lapse in its entirety, or, as to any trust, should there be no person designated in my Will to receive trust assets, then such lapsed assets or trust assets, as the case may be, shall be distributed to the SHRINERS HOSPITAL FOR CRIPPLED CHILDREN, Philadelphia, Pennsylvania, or its successor. //7" 1?4t ~ ~..I_r.~,,/ UA~ ,. C. BARND I .. -2- . .- SEVENTH: Any assets of my estate which are distributable by my Trustee upon its receipt thereof may be distribl!ted directly by my personal representative, EIGHTH: Any assets of my estate or trust which become distributable to a person other than a grandchild under the age of twenty-one (21) years shall be held in trust by my Trustee. My Trustee shall apply such amounts of income and principal as it, in its sole discretion, deems necessary and advisable for the health, education and support of such person and shall accumulate any unexpended balance of income. At age 21, the income and principal shall be distributed to such person, provided that if such person dies prior to attaining such age, then the assets shall be distributed to his heirs. NINTH: If any person entitled to any distribution or payment from my estate or trust is incompetent or mentally or physically incapacitated, at the time such person is entitled to receive same, to such an extent that my personal representative or Trustee, as the case may be, in its sole discretion, deems it unwise or not in the distributee's best interests to render distribution or payment directly to such person, my personal representative or Trustee, as the case may be, may apply such person's share for his health and support, including hospital and medical expenses, directly, without the intervention of a guardian. TENTH: All taxes, interest, and penalties thereon payable by reason of my death with respect to property comprising my gross taxable estate passing under this Will shall be paid from the assets which compromise principal of my residuary estate. ELEVENTH: No interest whatsoever, whether income or principal, of any beneficiary under my Will or any trust created hereunder, shall be subject or liable to any levy, attachment, execution, sequestration or other claims of creditors while in the possession of my fiduciaries, and said interest shall be free of the debts, contracts, alienations, anticipations, pledges and other obligations of any such beneficiary. TWELFTH: I authorize my fiduciaries to exercise the following powers, in addition to those given by law, without court approval: (a) To retain, dispose of and invest in any real or personal property, including securities of any corporate fiduciary, and its affiliates, without regard to diversifi- cation; investments may be made at any time including during administration. /" /} r) ~ ~ ~r'tc.:--, I .J../AP.-R AC. B ' ". -3- , . ~''-~ ,,~.,.~_~~1j!\{-'~f'U~,~;~'r:,~,,:~~11,f1~*JY~' ~~~J,~~M~~.~~~~';\"~"-\~ . .' ." , (b) To compromise claims. (c) To make distributions in cash or in kind aIlocating specific assets to particular distributees, THIRTEENTH: As Executor of my Estate, I appoint my son, DONALD F. BARNO. In the event he fails to serve or ceases serving, I appoint the MERIDIAN TRUST COMPANY, or its successor, to so serve as Executor. I appoint the MERIDIAN TRUST COMPANY, or its successor, Trustee of all trusts created herein. No personal representative or Trustee shaIl be required to post bond or enter other security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal. DATE: .r I,; { 9-3 J~rf'L;~ ~A.A?'J (SEAL) Ii\ C. B ~ SIGNED, SEALED, PUBLISHED AND DECLARED by the above, JULIA C. BARND, as and for her Last WiI1 and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. P "--U:;L~ f J} ~~/~ Residence Residence -4- .' STATE OF PENNSYLVANIA ACKNOWLEDGEMENT SS: COUNTY OF SCHUYLKILL I, JULIA C. BARND, Testatrix, whose name is signed to the allached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed willingly, and that I signed it as my free and voluntary act for the PUrpos~~le:~ ~:~~se~/:~/;J A. j/ ...../JULlA C. BARND '9:-- Sworn to or affinned and acknowledged before me thiotAday of (]/f11:/ ' 1993, Jl1a1~ J1f. j{JJf.!1t.M'M~ r9=If1- Notaf9' Public 71 AFFIDAVIT NO"'11168'" 5haItln M, OI.'fl'..o'''OI', N"tlllY PIbIic I'oC1.ovilla, Sd"'Yl<lI Coui1ty MyConvrisslon Expir..M.,lIch 14,1994 STATE OF PENNSYLVANIA SS: COUNTY OF SCHUYLKILL o"tUJr, )1ovUfia A:;.soaallOll 'Jt WK.., We, the witnesses whose names are signed to the allached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will, that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Wj11.a~itnesses, and/1b1lfio the best of our knowledge, the Testatrix was at that time !.!!-ormor/;_years of age.. ~und ml ,and under no constraint r,1 undue inpU<<i~t I) .......-~ ~ J '\'1 I ,). , , . Sworn to or affinned and acknowledged before me this )- /. Notary Public STATE OF PENNSYLVANIA No'a",ISo,~ SS', 5haItln M, Ou"""V"O.. "loLl!)' Publ'1C Pol"",,, &11<1)1011 Cwity COUNTY OF SCHUYLKILL My COOlll1l"",," E>p;rL'5 March 14, 1994 r: '\. P";r'i~i'''.I~'';.1^~.:yJ,.I'~ot :......'~9 On this, the5l/{ day of MIL!} , 1993, before me, the undersigned officer, personally appeared Robert N. Bohorad, Esquire, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgement and affidavit were signed by the Testatrix and witnesses. IN WITNESS WHEREOF, I hereunto set mY~fiCial se~ (Y). ,Ii 114Z~d(1f'p Notary Public ' l N"a".,1 Sew . Sharon M DL..1".J~".:ogP. Nnt.'\ry PWIic Polt:'II:'u &..ilU)'lkr~ColJnty My ConI1TllSS<lO E>poros March 14, 1994 't' ~ ~.\,!, I ~1Vl';j'~.;.f~J A:;.&QO:ll:oo of I :,~fjQS ~ ' - , I, I $......' ~.... at j . . rai~~ i ~ .t# I I:l ......1 ~ lull" u. . I L!) ... u ~ ~ ~ ~ ~ ~ ~ , \ ~ 1< ,.)'1 .., :~ .:xl :Om .''n l,.' ''-; 0 iii'a :~) ,'0" . .,,;, .~;.. ..:or (l . -: Ell .':>:~5fd .' ,:Jifa' '.. .'. .-', , . --,,' -r.') ',~n ':i:i .... '"Ui l- .;?;;: '~T~ , , " ~ . ~ ,->"r .- . . .. CODICIL I, JULIA C. BARND, declare this to be a Codicil to my Will dated May 5, 1993. I hereby amend Paragraph Thirteenth of my Will by removing my son, Donald F. Barnd, as Executor and substituting in his place as Executor of my Estate MERIDIAN TRUST COMPANY, or its successor. DATE: 7 - .), / )..,; ~~k' (/, , :.) (~:t-I u{ JULIA C. BARND (SEAL) , 1995 SIGNED, SEALED, PUBLISHED AND DECLARED by the above, JULIA C. BARND, to be a Codicil to her Last Will and Testament, and she republished and reaffirmed said Last Will and Testament as modified by this Codicil, in the presence of us, who, at her request, in her presence, and in the presence of each other, have h to subscribed our names as witnesses. (J.LJ .~~ t. A~.Q ~ Residence V\ c;-> ~ t.......A v? fl Residence Ptt7f.rvllle PA Residence . ACKNOWLEDGEMENT STATE OF PENNSYLVANIA COUNTY OF SCHUYLKILL SS: I, JULIA C. BARND, Testatrix, whose name Is signed to the attached or foregoing Instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will; that I signed it willingly, and that I signed It as my free and voluntary act for the purposes therel!l expressed. . ~"...(j,\:/ljl..l,,(. JULIA C. BARND Sworn to or affinned and acknowledged before me this 3/~f da 1995. AFFIDAVIT Nlllilll:lISl1al Sharon.... KaCllOlilT. tJolnry Public POll~j"'I!ltJt SC;lltlyll~111 CO\JOIV My Conllnl!i!,jQI1 E~p'''J5 Mafctl14, 199B UOM, F't.>fIIl'1YNd1liu 1;00;.1000 01 Nu\.:\1I0S STATE OF PENNSYLVANIA SS: COUNTY OF SCHUYLKILL We, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Codicil as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound m' and under no constmint or undue influence. (\ n . V~ 01-.1 ,f]~ c. ~. Sworn to or affinned and acknowledged before me this 1995. STATE OF PENNSYLVANIA SS: Nulfulnl Stlal Sharon'''' Kadlll1,H. Noli1ry 1'111.)110 PI"Io;,'Illl!. Sr;ltllyll\11l CUllllly My (;OllU1l1:,SII)11 E"PIlU5 Marcil 1.'. 19!'Hl M''1I~) 'f.I'Cllrr;ytv"lildA::~,uo;JtlO" 01 Nowl:':":' COUNTY OF SCHUYLKILL On this, the .3/~f day of 'July' ' 1995, before me, the undersigned officer, personally appeared Robert N. Bohorad, Esquire, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgement and affidavit were signed by the Testatrix and witnesses. IN WITNESS WHEREOF, I hereunto set my h1t and official sea~ o;/. MW I~ ~I' /J!IA{ ota Public NlJlarinl SUill Sham" M_ Kachmar. fh,lnr'l Public r'(,,'t~-'.'Il!I!. Sdlllytklll CUll Illy My (';Cfl'II,I~;~;ll)n E)JJlto:; ""iJ'(;1l 1,1, 1908 M. !',~~'i "'I'lUf"flVdltid !\:::!,o.JU.lllon 01 r~t..\I~;:i ,~ CERTIFICATION OF NOTICE UNDER RULE 5.61al N&IIIe ot DececSent: JULIA C. BARNO Date ot Death: AUGUST 16. 1995 1995-00692 i '<! I i ! i File No. To the Reqiater: Z certity that notice ot beneticial intereat required by RUle 5.6(&) ot the orphana' Court RUle. waa .erved on or mailed to the tOllowinq beneticiariea ot the above-captioned e.tate on OCTOBER 23, 1995 : lWl!! DONALD F. BARND DONALD G. BARNO l\c!dress up., V 11.1 U. hAknu 11009 NE 61st AVE., VANCOUVER, WA 98686-5906 101 COUNTRY PLACE, LONGVIEW, WA 98632 lh111 HI! 1',)' Avl!., vAMCOtJvl!~, VYA 'M~J JRFFRRY W. BARND MERIDIAN TRUST COMPANY 11105 NW 4th AVE.. VANCOUVER. W A 98685 35 N. 6th ST., P.O. BOX 1102, READING, PA 19603 Hotice ha. now be~" qiven to all persona entitled th.reto under RUle 5.6(.) MxCept N/A Date: OC'tODliiR::I1 IPP5 . ~~~; 0lJ-1 ROBERT N. BOHORAD, ESQUIRE Hame (Pleaae type or print) ONE NORWEGIAN PLAZA Mff~f'r...LE, PA 17901 (717)622-1811 Telephone Capacity: Personal Representative X Counsel tor Personal ---- Representative . t;',-,! d E - "1130013287 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN REI ESTATE OF JULIA C. BARNO DECEASED FILE NO. 1995-00692 FIRST AND FINAL ACCOUNT FOR THE ESTATE OF JULIA C. BARNO, DECEASED STATED BY MERIDIAN TRUST COMPANY, EXECUTOR Date of Deathl Date of Executor's Appointment I Firat Complete Advertisement of Grant of Letters I Accounting Stated for the Period I August 16r 1995 September 18, 1995 November 3, 1995 September le, 1995 to January e, 1997 Purpose of Accountl Meridian Trust CompanYr Executor, offera this account to acquaint interested parties with the transactions that have occurred during the administration of the estate. The account also indicates the proposed distribution of the estate. It is important that the account be csrefully examined. Requests for additional information or questiona and objections can be diacuased withl Meridian Truat Company 35 North Sixth Street P.O. Box 1101 Reading, PA 19603 (610) 655-2175 ~~ ~ :0:0 roll: C", 10 0 ~.: fJl! ...~ (1"10 ~f\ ,:0 el; -,0.. \:.o.t ~ ('I ,') 0'. .. '+ .P (' -0 ~fll ;:: H) 0 N en :Ot.:. ~ 0 )>;:: - --.l . , SUMMARY OF ACCOUNT Fiduciary Acquisition Value Schedule of Proposed Distribution i PAGES PRINCIPAL Receipts Net Gain on Sales Adjusted Balance Less Disbursements: Debts of Decedent Administration Expenses Federal and State Taxes Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts Net Gain on Sales Adjusted Balance Less Disbursements Federal and State Taxes General Disbursements Fees and Commissions Balance before Distributions Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Combined Balance on Hand 1130013287 3 4-6 886,094.82 58.235.31 944,330.13 7 7-8 8-9 9 3,741.41 1,686.50 133,518.39 67.242.58 206.188.88 738,141.25 674,650.00 10 11 63,491.25 12 13 14-16 17 41,480.16 227.66 41,707.82 18 18 18 19 2r207.00 0.36 2,488.81 4.696.17 37,011.65 25,404.51 11,607.14 20 21 75,098.39 DC: I:::II:U= = 1:11::: === 1::1:::= I: 2 SCHEDULE OF PROPOSED DISTRIBUTION Market Value as of 1/8/97 Principal Balance on Hand Income Balanca on Hand 63,351. 25 11,607.14 74,958.39 COMBINED BALANCE ON HAND DISTRIBUTION Tor Meridian Truat Company, Testamentary Trustee for Donald F. earnd Bequest per Item FIFTH of Will Residua, conaiating ofr 14 sha. Cambridge Advantage Properties II, Limited Partnership II 910.00 Principal Cash Income Cash 62,441.25 11,607.14 74.959.39 Fiduciary Acquiai tion Value 63,491. 25 11,607.14 75r098.39 1,050.00 62,441.25 11,607.14 75.0ge.39 PRINCIPAL RECEIPTS l . Inventorv Filedl 08/17/95 Per Copy of Inventory Filed 884,309.22 Subseauent Receiots 11/24/95 Capital gain distribution on 3,290.763 shs. Smith Barney Shearson Managed Municipal Fund, Class A liD .0546 179.68 05/16/96 Internal Revenue Service - Refund reI 1~95 Personal Income Tax 1,200.00 07/08/96 PA Department of Revenue - Refund reI 1995 Personal Income Tax 380.00 08/27/96 Aflac - Refund reI cancellation of cancer insurance Policy #OA766252 25.92 Total Principal Receipts 886,094.82 a::Uilaaa..D..a...1I:I " " . 1130013287 3 02/07/96 3290.763 shs. Smith Barney Shearson Managed Municipal Fund, Class A Net Proceeds 53,705.25 Acquisition Value 51. 434.63 2270.62 02/14/96 91904.169 shs. IDS High Yield Tax-Exempt Fund Net Proceeds 433,603.71 Acquisition Value 409.902.21 23701.50 02/20/96 1000 shs. American Home Products Corp., common Net Proceeds 101,146.62 Acquisition Value 79.000.00 22146.62 02/20/96 21 shs. Equitable Companiesr Inc., common Net Proceeds 533.91 Acquisition Value 502.69 31.22 02/20/96 200 shs. PP&L Resources, Inc. , common Net Proceeds 5,109.82 Acquisition Value 4.287.50 822.32 02/20/96 600 shs. Union Electric Co., common Net Proceeds 26,270.12 Acquisition Value 21. 037.50 5232.62 03/01/96 0.430 uts. Smith Barney Money Fundsr Inc. , Cash Portfolio Class A Net Proceeds 0.43 Acquisition Value 0.43 03/12/96 95 uts. Uniprop Manufactured Housing Communities Income Fund, Limited Partnership unit Net Proceeds Acquisition Value 86,200.32 86.200.32 03/26/96 216 shs. Franchise Finance America, common Net Proceeds Acquisition Value Corp. of 4,276.65 4.509.00 232.35 1130013287 5 c \, 09/06/95 09/06/95 10/11/95 10/12/95 10/13/95 10/13/95 10/13/95 10/17/95 01/05/96 08/06/96 10/11/95 to 08/02/96 09/18/95 10/13/95 PRINCIPAL DISBURSEMENTS Debts of Decedent PA Department of Revenue - Estimated Personal Income Tax for Third Quarter 1995 330.00 Internal Revenue Service - Estimated Personal Income Tax for Third Quarter 1995 400.00 Mary Ann Prior, Treasurer - Per Capita Tax for 1995 Bell Atlantic-PA - Telephone service LeSSI Refund on 11/9/95 Holy Spirit Hospital - Private room charge on 7/14/95 Harrisburg Hospital - Professional services on 5/16/95 10.00 58.86 9.82 49.04 210.00 17.01 Alert Pharmacy Services - Ethical drugs Bethany Village - Institutional care to 8/16/95 201. 83 952.50 Olsten Staffing Services - Private duty nursing services on 6/15/95 and 6/16/95 Edythe Foltz - Services rendered 371.03 1.200.00. 3,741.41 Administration Exoenses Register of wills of Cumberland County - Short certificates Register of wills of Cumberland County - Letters Testamentary, etc. To take credit for checks which 60.00 400.50 1130013287 7 Fiduciary Income Tax for 1995 25,378.00 07/08/96 PA Department of Revenue _ Fiduciary Income Tax for 1995 2.620.00 133,518.39 Fees and Commissions Meridian Trust Company _ Executor's compensation Lipkin, Marshall, Bohorad & Thornburg - Counsel fee Paid 12/20/96 33,621.29 33.621. 29 67,242.58 Total Principal Disbursements 206,188.88 -._.II.D"II.iUiIlD 1130013287 9 PRINCIPAL DISTRIBUTIONS TO: Donald F. Barnd Beouest under Item FOURTH of will 11/30/95 Cash 25,000.00 TO: Donald F. Bqxng Beauest under Item THIRD of Will 03/15/96 1 1990 Mercury Sedan, Title #43312454301 BA 4,650.00 04/08/96 TO: Meridian Trust Comoanv. Testamentarv Trustee for Donald F. Barnd Beauest under Item FIFTH of Will Cash reI advance distribution 645,000.00 Total Principal Distributions 674,650.00 ...._a..aaDa 1130013287 10 INFORMATION SCHEDULE - PRINCIPAL Investments Made 08/25/95 320.497 shs. IDS High Yield Tax-Exempt Fund 1,439.03 " 1130013287 INFORMATION SCHEDULE - PRINCIPAL ACQUISITION VALUE Chanaes in Investment Holdinas shs. Hutton E. F. Tax-Exempt Trust, Unit National Series 51 Monthly 08/16/95 33 Inventoried at 4,164.39 10/15/95 Principal payment 395.67 395.67 Less gain 0.00 395.67 11/22/95 33 Sold 3,927.66 Less Gain on Sale 158.94 3,768.72 ------------ -------------- 0 Units on Hand 0.00 _......CIIIIIIDD I::u............a: -; 1130013287 13 INCOME RECEIPTS Interest Community Banks Checking Account #1213019006 08/17/95 to 10/02/95 15.17 Dauphin Deposit Bank Checking Account #1374-5263 08/17/95 to 10/05/95 20.85 Dauphin Deposit Bank Insured Money Market Account #94-359806 08/17/95 to 10/05/95 91.74 127.76 Dividends shs. American Capital Bond Fund, Inc. 09/25/95 to 06/28/96 389.64 shs. American Home Products Corp., common 12/01/95 03/01/96 770.00 770.00 1,540.00 shs. Atlantic Energy Inc., NJ, common 10/16/95 154.00 shs. Delaware Fund A Class 09/29/95 510.36 shs. Equitable Companies, Inc., common 09/08/95 1.05 12/22/95 1.05 2.10 shs. Franchise Finance Corp. of America, common 1130013287 14 11/20/95 02/20/96 97.20 97.20 194.40 shs. PP&L Resources, Inc., common 10/01/95 01/01/96 83.50 83.50 167.00 shs. Smith Barney Shearson Managed Municipal Fund, Class A 08/25/95 to 01/26/96 1,520.34 shs. Union Electric Co., common 09/29/95 12/28/95 366.00 375.00 741. 00 5,218.84 Interest on Trust Funds shs. Hutton E. F. Tax-Exempt Trust, Unit National Series 51 Monthly 08/17/95 to 11/22/95 shs. IDS High Yield Tax-Exempt Fund 08/17/95 to 02/14/96 325.78 12,649.96 12,975.74 Interest on Monev Market Funds CoreStates Trust Money Market Fund 09/04/96 to 12/31/96 2,162.27 Meridian Market Rate for Personal Fiduciary Accounts 09/13/95 to 09/03/96 9,051.65 uts. Smith Barney Money Funds, Inc., Cash Portfolio Class A 08/17/95 to 03/01/96 3.90 11,217.82 1130013287 15 INCOME GAINS and LOSSES ON SALES/OTHER DISPOSITIONS ~ ~ 10/19/95 0.012 shs. Delaware Fund A Class Net Proceeds 0.24 Acquisition Value 0.23 0.01 11/07/95 25.570 shs. Delaware Fund A Class Net Proceeds 513.45 Acquisition Value 510~13 3.32 02/14/96 1389.860 shs. IDS High Yield Tax-Exempt Fund Net Proceeds 6,557.52 Acquisition Value 6.333.19 224.33 Total Gains and Losses Less Loss Net Gain 227.66 0.00 227.66 0.00 a........IiI.. U30013~87 INCOME DISBURSEMENTS Federal and State Taxes 07/08/96 Internal Revenue Service - Fiduciary Income Tax for 1995 1,788.00 07/08/96 PA Department of Revenue - Fiduciary Income Tax for 1995 419.00 2,207.00 General Disbursements 07/03/96 Internal Revenue Service - Withholding Tax on American Capital Bond Fund dividend payable 6/28/96 0.36 0.36 Fees and Commissions Meridian Trust Company - 6% commission on $41,480.16 income receipts 2.488.81 2,488.81 Total Income Disbursements 4,696.17 1::11I::11I::11::11::11 iii" 1::11::11:::1 D a 1130013287 18 '~,1;~';,"'~ct"'!~>~:#i~~j(~~'~~@4;~~$~~")~d~M INCOME DISTRIBUTIONS 03/28/96 09/30/96 TO: Donald F. Barnd Cash Cash 15,790.58 9.613.93 25,404.51 Total Income Distributions 25,404.51 ......DI::II...D 1130013287 19 INCOME BALANCE ON HAND VALUE AS OF 01/08/97 ACQUISITION VALUE Cash: 11,607.14 11,607.14 ---------...--- ------------ TOTAL 11,607.14 11,607.14 IICI......=a..I::ID ..11I1111=..1:1=== . INFORMATION SCHEDULE - INCOME Investments Made 08/25/95 137.354 shs. IDS High Yield Tax-Exempt Fund 616.72 09/25/95 481.537 shs. IDS High Yield Tax-Exempt Fund 2,177.51 09/29/95 25.582 shs. Delaware Fund A Class 510.36 10/26/95 467.202 shs. IDS High Yield Tax-Exempt Fund 2,140.72 11/15/95 303.767 shs. IDS High Yield Tax-Exempt Fund 1,398.24 HERIDIANTRUST COMPANY, EXECUTOR nyO:v<^ ,0.._. ..~~ .~~ v~ M. TROXELL . Assistsnt Vice President 1130013287 , CoreSlalsa Assat Managaman: PO BOK 1102 Reading PA 19603 January 21. 1997 . CoreStates Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Dear Sir or Madam, RE: JULIA C. BARNO ESTATE- #1130013287 Enclosed please nnd the Estate Status Report for the above-referenced estate. Additionally, we are enclosing a copy of the First and Final Accounting for your records. We are nlln~ the aeenuntln~ for 'he rerQrd and are not leekln~ ronnrmBtlon. Finally, we are enclosing herewith a check In the amount of $66.00 for the filing fee. Please contact me at (610) 655-2175 If you have any questions regarding this molter. C;;i~~ Marlene M. TroKell Assistant Vice President MMT/mmt Enclosures "j XlOOS3 (1lIlMl) ';1' q~ ~f::,q~ -4 ..-, ,II , Merldlen A..e' Managemenl, Inc. P,O, Be. 1102 Roadln\!, PA 19603 610 655.3156 .Merldlan Asset Management May 14, 1996 Account No. 1130013287 lulla C. Barnd Register of Wills of Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013-3387 W~ ~ :Il:Il (~,~ r;- :>, I!: ."1 i! i~ Ct ., ': i' .::2 If':! ..J ":i. .. ~ t1. . - ~t ~~ I U1 ~' .- ,('.; ~ ~# .1') - .1) . 0 l>o iiio :oc: .. - )>~ - 0\ Ladies/Gentlemen: We enclose, in duplicate, the Pennsylvania Inheritance Tax Return for Resident Decedent for the estate of lulia C, Barnd who died August 16, 1995, together with our check in the amount ofS5,058.11 in payment of the balance of tax due, In addition, we enclose a copy ofU. S. Estate Tax Return, Fonn 706, filed for the above estate. Very truly yours, 61:401') ~.._ 'YV1.\1..H:ZC SUZANNE M. POETIER Vice President SMP/mra enclosures Certified Mail ilZ 177819218 I: '1'11'~J.qfld'l r ' II~ '1 ~i' r ij ~ I ~: , f ~ ~:,~ ! K, t I ~~' f:." ~v,'+<,' . ~ ,,: :tt .':'.~'..' I, II.' ....' ffi f~.__. j"' . ~ i\1~'1 , ~i ,'t' .~ t, .' .....' . ~ :.i,. .~, ' r, (,,! l~tU.. ; I _l.!',~ " " \Q r~~ f" '.-' 1$"- : - ~ ft':. .".11','.\._ :".!!' ,;\~\~ f,: .- ~ ~ tl:~ '5: n.. ; 1 i'3 ';:, ~ .. UNITED STIJTES Brill POSTIJL SERVIC~ Priority Mail !'itE , () Cd .f.uv "',r.1' (._ w.' , J'~l r, ~~j (j t' j "0 '- ,~ ~!!; ~'g f' l .~ a: a: I",~ 'l:l ~ 1 '.j.",' " " - '" , ~, r';:><.:;r;,;' to<; " .... co ... ... ~ ...J. ~... .!l ~H~ :;j .,.... :J: '" ....: .~.. gj"', .. 0 ~ :I .d .. 410......... ...d~.. .:1..:1.... 1lO~8'il ~8...~ 11 i 9 :I , 5f "i " , Ie " " "C :I ~'" S ~::l to) " . -1> ':,( .. - #1130013287 .... 0., r.,::: o~ if;:.'''' Cb <: I ~. at Q, e.!!; 00) ~cr<ll cr N I'll REGISTER OF WILLS ~icc C t:J . ~, .c;-) , -, , j} ~ -- ! .J t:'"l;; oi!g 08 CUMBERLAND COUNTY - 0- 'f' ~ ~ File No. 1995-00692 Filed: ATTORNEY: ROBERT N, BOHORAn, ESQ, Lipkin, Marshall, Bohorad , Thornburg, P. C, One Norwegian Plaza p, O. Box 1280 Pottsville, PA 17901-7280 (717) 622-1811 COMMONWEALTIl OF PENNSYLVANIA: I sa COUNTY OF CUMBERLAND MARLENE M, TROXELL, Account Officer of Meridian Trust Company, Executor, being duly sworn according to law, deposes and says that the items appearing in the following Inventory include all of the decedent's real estate in the Commonwealth of Pennsylvania and all of the decedent's personal assets wherever situate; that the valuation placed opposite each item in said Inventory represents its fair value as of the date of the decedent's death; and that decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. .' MERIDIAN TRUST COMPANY, EXECUTOR B~~~~ , Marlene M. Troxell Account Officer ry Public Rea lng, Berks County, My Commission Expires. Penns 1vania NoBta s<u ~~~~1'Ibtl My Cornrn:odoii e.pn.; ~ 21, lrm INVENTORY of the assets of the Estate of JULIA C, BARNO, deceased, Late of Lower Allen Township, Cumberland County, Pennsylvania. Total (See Attached) $884.309.22 ..-.....~._.---~~~----_." - -I , ' ~ , . 1003 Stocks shs, American Capita} Bond Fund, Inc, @ 1'3,875 18,931. 63 1000 shs, American Home Products Corp" common @ 79,00 Dividend of $ 0,000 per share payable 09/01/95 to stockholders of record 08/11/95 79,000,00 750,00 400 shs. Atlantic Energy Inc" NJ, common @ 18,4375 7,375,00 65,723,02 3412,410 shs, Delaware Fund A Class @ 19,26 21 shs, Equitable Companies, Inc" common @ 23,9375 216 shs, Franchise Finance Corp, of America, common @ 20,875 Dividend of $20,875 per share payable 08/18/95 to stockholders of record 08/10/95 502,69 4,509,00 97,20 200 shs, PP&L Resources, Inc" common @ 21,4375 3290,763 shs, Smith Barney Shearson Managed Municipal Fund, Class A @ 15,63 600 shs, Union Electric Co" common @ 35,0625 4,287,50 51,434.63 21,037,50 Certificates/Monev Markets Funds & Accts 33 shs, Hutton E, F, Tax-Exempt Trust, Unit National Series 51 Monthly @ 126,19374 Accrued interest to 08/16/95 91583,672 shs, IDS High Yield Tax-Exempt Fund @ 4,46 Accrued interest to 08/16/95 4,164,39 12,14 408,463,18 1,439.03 0.430 uts, Smith Barney Money Funds, Inc" Cash Portfolio Class A @ 1,00 0,43 1130013287 2 , ' ~. 14 180 95 1 1 Community Banks Checking Account #1213019006 Accrued interest to 08/16/95 Dauphin Deposit Bank Checking Account #1374-5263 Accrued interest to 08/16/95 Dauphin Deposit Bank Insured Money Market Account #94-359806 Accrued interest to 08/16/95 28,746,68 26,36 5,043,14 3,25 1 12,168,82 5,90 1 Miscellaneous uts, Cambridge Advantage Properties II, Limited Partnership II @ 75,00 uts, Hutton/GSH American Storage Properties, Limited Partnership Unit @ 419,00 1,050,00 75,420,00 uts, Uniprop Manufactured Housing Communities Income Fund, Limited Partnership Unit @ 907,3718 1990 Mercury Sedan, Title #43312454301 BA ; Appraised value 86,200,32 4,650,00 Cash: ,. Atlantic Energy, Inc, - Uncashed dividend check dated 7/17/95 on 400 shares common stock 154.00 The Patriot News Co. - Refund reI Cancellation of newspaper subscription 2,70 Allstate Insurance Co, - Premium refund reI Cancellation of renter's policy 109,00 1130013287 3 .' . . , J, p, Morgan/Delaware Group - Cash proceeds reI Systematic redemption on 8/15/95 from Delaware Fund A Class ' 200,00 Imperial Bank - Uncashed dividend check dated 8/15/95 on 95 uts, Uniprop Manufactured Housing Communities Income Fund, Limited Partnership Unit for quarter ending 6/30/95 2,375,00 Hutton E, F, Tax-Exempt Trust, Unit National Series 51 Monthly - Uncashed income check dated 8/15/95 on 33 shares 25,41 Hutton E, F, Tax-Exempt Trust, Unit National Series 51 Monthly - Replacement check for income check dated 6/15/95 on 33 shares 25,41 Capital Blue Cross - Medical claim payments 316,89 Sausman Insurance Agency - Premium refund reI Cancellation of Cinncinnati Insurance Co, personal umbrella policy #CPC-276-83-12 59,00 TOTAL 884,309,22 ...a..a.....a... 1130013287 4 'S" 'O;t M ~~ B' <:> 15'S ~; Us " co q ~ ,- I (1'2 1 ~" ~ .til ; Ia ~l .b.'"'t: - ~ '1'.8 a: "aid "" .~ o " '.J. , '-.' "i ....., .. .. -.. ~- ..~. ".- ... . r-r--------------- ------ -------~--------- --------- .(" !~~'~~~:==::,::.!::....rAT..AX .. RECEIVED FROM: 6 ACN ASSESSMENT P:' CONTROL 1,;,1 NUMBER AMOUNT MERIDIAN ASSET MANAGEMENT INC ATTN. SUZANNE M l~~ POBOX 110e READING, PA 19603 \ 101 .41,610.00 'O(OHUf ESTATE INfORMATION, !'I filE NUMBER ~ el-199l5-06ge r.'I NAME Of OECEDENT I'AST) IiiI BARND JULIA C II DATE Of PAYMENT m POSTMARK DATE COUNTY CUMBERLAND OATE Of DEATH seN lS8-36-8774 IfIRST) IMII SEAL MERIDIAN ASSET MANAGEMENT,INC. ATTN. SUZANNE M.PO~R CHECK.. 19:5e491 m TOTAL AMOUNT PAID ~- c:/ RECEIVED BY .41,610.00 Z REMARKS REGISTER OF WILLS -::--,.~~ ~----~ ---,~.~--- ---.~.~-:-~.<-::_"- - - --:---- - -..- - -- - -----,-,---,..--- -("-.. ..~ .~. - " . I ". \, . , . . ': .___ Or ~~ " .... .--...- , -----~.-- --.__.--..............-&JJ I _ _,~~ 'f:~ , .. \ 1130013287 A[V.Uoo EXt 17-1.) " I.!J-'.:JS _ 1'1 . , , INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 0692 NUMBER u FOR DATES OF DEATH AFTER 12131/91 CHECK HERE :F A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMBER 21 1995 COUNTY CODE YEAR DECEDENrS COMPLETE ADDRESS 325 Wesley Drive, 11124, J.o...er Allen Mechanicsl:w:g, PA 17055 95 01 15 1904 Coun CUmberland SOCIAL SECURllY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ..z: COMMONWEAL TH OF PENNS'tLVANIA OEPAATMENlOF R[VENUE DEPT. 2101101 HARRISBURG, PA HllI-OllOt DECEDEtlT DECEDENrs NAME (LAST. FIRST, AND MIDDLE INITIAL) Bamd Julia C. SOCIAL SECURITY NUMBER 188-36-8774 (I A LI L VI I FIRST AND MID LE INITIAL) Thp, 1. Original R.turn 3. R.malnder Return (for d.tu of dtalh prlorto tJ-13-121 lEj: 5. F.d8lal Estete Tax R.turn R.qulred CHECK APPRO- PRIATE BLOCKS o 4. Umll.d E.tat. CORRES- PONDEtlT o 48. Futuro Inlorosl Compromlso (lor dBle. a' d.eth ell.r 12-12-02) ~ 0, Decedenl Died Te.te'e 0 7. Dec.dent Malnlalned a Uving Tru.f (Anech copy 01 Will) (Anach copy 01 TIlIBI) :AU.:'CORRl!sPONllENCEANDCDNFlDENTlALTAlc.lNFORMATlON SHOULD BE DIRECTED TOI,",qiPii.:i:li. I'" NAME COMPLETE MAIUNG ADDRESS Meridian Tn1st Executor Attn: Marlene M. Troxell, J\ccount Officer TELEPHONE NUMBER 35 N.Sixth Street (6-106-2-20) ,P,O.Box 1102 (610) 655-2175 Rea' PA 19603-1102 1. R.al E'fe'e (Schedul. A) ( 1 ) N::me 2. Stocksand Bond. (Schedul. B) (2) 830 ,397,66 3. C1ae.1y Held Sfock/Pannershlp Infere.1 (Sch. C) ( 3) None 4. Mongeg.. end Not.. Recelveble (Sch.dul. D) ( 4 ) None B. Cash, Bank o.p08l1s & Mlscelleneau. P.reonal ( 5) 54 , 853 ,66 Property (Sch.dul. E) B. Jointly OWned Property (Schodul. F) 7. Tran.lora (Sch.dule G) (Sch.dulo L) B. TOfal Grosa Asset. (total Uno. 1-7) o. Funoral Expon.... Admlnl.tratlve Co.t.. Mlscolleneau. Expon... (Schodul. H) 10. Dobts, Mong.go U.b111U... Uon. (Schodulo I) 11. Total o.ducUon. ('otal Uno. 9 & 10) 12. N.t Valuo 01 Estat. (Un. 0 mlnu. Un. 11) 13. Charltebl. .nd Govornmonlal Bequ.sts (Sch.dulo J) ...!.. B. Total Number 01 Sel. Dopo.1I Bo.o. RECAPIT - ULATlON ( 0) (7) None N::me (0) 68,237,00 (0) 885,251. 32 (10) 2,712,41 (11) (12) (13) 70,949.41 814,301. 91 None. 15. Spousal T,.nal.r'llar dltll 01 dlllh Iltl, a.30.14). 511 In,t,uellon, fa' -'PpNc.&bll P.,c1nLlIlI an PIgI 2. (Includl vllulI from Sehldull Ka, Sehldul, M.} 1 B. Amount 0' Un. 14 I""eblo at 6"~ rato (Includo ve'uo. Irom Schodulo K or Schodulo M.) 17. Amount 0' Uno 14 taxablo at1~% fato (Includ. valu.. from Sch.dulo K or Sch.dulo M.) TAX lB. Principal tax duo (Add lax from Uno. 15. la .nd 17.) COMPUTA- 19. Crodlts SpalluIPo""lyCrldlt Prior Pavrnonts Discount TION + 41,610,00. 2,190,00- 20. If Uno 1919 roator than Uno 10, onlor Iho dltloronco on Uno 20. This Is tho OVERPAVMENT. .~, 'Ci'i..~h.i1i"; '....'r.. n..:ietwicl of, U........ont:!iil:..!i!'.::,i'.""" .',i" 21. II Uno la I. groet.rthen Uno 10, .ntor tho dmor.nco on Uno 21. Thl.,. fho TAX DUE. A. EntDr tho Inlorosl on tho baJanco duo on Uno 21A. B. Ent.r Iho tolal 01 Uno 21 end 21A on Uno 21B. Thl.l. tho BALANCE DUE. Moko Chock Po obla 10: R lotor of Will.. A onl liI!i"ilIHl:Ii'liI;llnr!!iii!iijiil:llliil!Wi::iiilll!!!I!il~!ilPl"",;IBE,SURE:rO ~weHiAU.l'QuesnONS:ON;PAGE'2:ANDlO RECHECtCMA1H"':.L,"':;;!:'j~i::lr'!i::,W!'iI!i:'H':i!,!:li!I:I::':',,1::;:'1 :;'1 n 9r pon 08 0 pur ury, aro 1 at avo oxamno 1 s return, nc ud ng accompan ng ISC 0 U as an statomonts, an 10 lho 10 Q1Y no 0 go and bellof, his truo, correct and COmptelO. I dodaro Ihat all roal oslalo has boOn roportod at truo markol vaJuo. Declaratlon of proparor other than Iho porsonal ro rosentaUvo Is basod on aJllnrormatlon of which ro aror has an knowlod o. al~AT F PE ADDRESS ~~ n P.O, Box 1102, Readin . PA 19603-1102 81QNATUAE ADDRESS 14 814 301. 91 (15) X._ . (16) 814,301,91. .oa . 48,858.11 (17) 0,00. .15 . 0.00 (16) 48,858,11 Intorost (19) (20) 43,800.00 (21) (21A) (21B) 5,058.11 0,00 5,058.11 DATE 5/14/96 DATE PA15001 NTFU71 Copyright Fa,m_ Soli..." Only, 1114 Hlleo. Inc. NI4PA001 ., .- PA REV.1500 EX (7-84) Paga 2 Act 1148 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for ths use of the spouse, The retes as prescribed by the ststute will be: . 3% (.03) will be eppllceble for estetes of decedents dying on or after 7/1/94 and before 111/98 . 2% (.02) will be appllceble for estetes of decedents dying on or efter 1/1/98 and before 1/1/97 . 1% (,01) will be appllceble for estetes of decedents dying on or efter 1/1/97 and before 1/1/98 . Spousal transfera occurring on or after 1/1/98 will be exempt from Inheritance tax, PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (II) IN THE APPROPRIATE BLOCKS, YES NO 1. Old decedent make a tranafer and: L retain the uae or Income of the property transferred,> > . " . . I . . . . > . > . > I . I . . > . . . I I I . . . I . . . . . . . . . . . . . . I . . . . . I . . . . > . . . . . X b. retain lhe rlghllo designate who ahall u58the property tranalerred or It8lncome,..... . .... . . ... . .. . . . .................... . X c. retain. revenslonary Interost; or. ....... I.......... I... I....... I I I ,., '" I ,.,.,. > I I I... I... ," .................. I x' d. recetvelhe promise for Ule 01 either payments. benefits or care? ....,................................................. X 2. II dealh occurred on or belore Oecember 12, 18S2. did decedant within two yom preceding death transler property without receiving adequate consideration? II death occurred alter December 12.1882, did decedent transler property within one year of death without receiving adequate conslderat1on?.. . . . . . . . . .. . . . . . . . . .. . . . . : . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . . .. . . . . . . . . . . X 3. Old decedent own an 'In trUa1fo~ bank aceounlat hla or hor death? . . ... ....... . .. . . .... . . .. . . .. . . . ...... . . ..... . ..... . . 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, \0 5~ - - 0 .. .Y.l """ fJ -J')~ 0- U' (' -- .~" t3 .- ..' .' 1/'\ . . 0 ; -;:, '. - 71 .". . ,. .:) ;1; ~ --:.i Ow c.u; 8'~ ' .IJ ~ -iSE 1Ua: .!!!::> a: ()() NTF 1110 CO,rn;hl Fo,,,,. Sottw". Only. ,.14 Nllca,lnc. N14PA002 .' ~ . 21-1995-0692 Estate of: JUlia C, Bamd , stM>1l\RY OF ALt.OCATIGlS 'IO BENEFICIARIES Class A . Donald F, Bamd D:lnald F, Bamd Barnd, JUlia c, T/UIW - D, F, Barnd 4,650,00 25,000,00 784,651. 91 814,301,91 ClassB . Mary R, Stutzman . Note: Decedent owned no furs, clothing or tangible peraona1 property of any tsxab1e va1ua at time of death other than the automobile. AEV..tIOJ EX. '''..III COMMONWEALTH OF PENNSYLVANIA INtttAITANCE TAX RETURN RE8IDEHT DECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Julia c, Barnd (All proporly ,olnUy-ownod wtth RighI 01 SUrvlvor.hlp muo. bo dl.clo.od on Schodulo F,) ITEM NO. 21-1995-0692 DESCRIPTION VALUE AT DATE OF OEATH 1 1,003 shares J\rrerican Capital Bond Fund, Inc (Cusip #024902-10-8), at 18.875 (NYSE) 2 1,000 shares J\rrerican Hare Products Cbrp" O:mron Stock (Cusip #026609-10-7), at 79,00 (NYSE) 18, 931. 63 79,000,00 Dividend on Item 2, of $,75 per share, declared July 27, 1995, paid September 1, 1995, to holders of recoro August 11, 1995, ex-dividend August 9, 1995 3 400 shares Atlantic Energy Inc" NJ, O:mron Stock (Cusip #048903-10-8), at 18,4375 (NYSE) . 4 14 units Cambridge J\dva:ntage Properties II, Limited Partnership II, at 75,00 5 3,412,41 shares Delaware Fund, Class A Stock (Cusip #246093-10-8), at 19.26 (NASDAQ) 6 21 shares Fquitable O:upan!es,' Inc., O:mron Stock (Cusip #29444G-10-7), at 23,9375 (NYSE) 750.00 7,375,00 1,050,00 65,723,02 502.69 7 216 shares Franchise Finance Cbrp, of America, O:mrcn Stock (Cusip #351807-10-2), at 20.875 (NYSE~ Dividend on Item 7, of $.45 per share, declared July 31, 1995, paid August 18, 1995, to holders of recoro August 10, 1995, ex-dividend August 8, 1995 8 33 shares E. F. Hutton 'I'ax-Elcenpt Trust Unit, National Series 51, Monthly (Cusip #448500-14-0), at 126.19374 4,509,00 97.20 4,164,39 Incare accrued on Item 8, fran August 1, 1995 to August 16, 1995 9 180 units Hutton/GSH J\rrerican Storage Properties, Limited Partnership Units, at 419,00 Units valued at sale price. 10 91,583,672 shares IDS High Yield 'I'ax-Elcenpt Fund, Class A (Cusip #449440-10-6), at 4,46 (NASDAQ) 12,14 75,420,00 408,463,18 Incare accrued on Item 10, fran July 26, 1995 to August 16, 1995 1,439.03 'lbtal fran continuation (s) TOTAL Also onl.r on line 2. Roc llulotion (If more apace 10 nooded. In..." additional shoots 01 same size.) $ 162 960,38 830 397.66 PA15031 NTF 1212 COP)'rlghl Fo'ml 5011""1'1 Only, I"" NllcO,lnc, NI"PAOJI Page 2 Estate of: J\J1ia C, Barnd 21-1995-0692 SCHEOOLE B -- Stocks and Bonds Item No, Description Value at Date of Death 11 200 shares PP&L Resources, Inc., O:mn:ln Stock (CUsip #693499-10-5), at 21,4375 (NYSE) 12 3,290,763 shares Snith Barney Shearson Managed M.1nicipal Fund, Class A (CUsip #83180U-10-1), at 15,63 (Nl\SIll\Q) 13 ,43 unit Snith Barney Money funds, Inc" Cash Portfolio Class A, at 1. 00 4,287,50 51,434,63 0,43 14 600 shares Union Electric O:npany, O:mnon Stock (OIsip #906548-10-2), at 35.0625 (NYSE) 15 95 units Uniprq;> Manufactured Housing Camunities Incane Fund, Limited Partnership Units, at 907,3718 Units valued as sale price, 21,037,50 86,200,32 Tar.AL, (Carry foxward to rrain schedule) , , , , , , 162,960,38 _~ i";,~ REV-lI0' [XtIJ.arl SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or T 0 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETlJRN RESIDENT DECEDENT ESTATE OF Julia C. Barnd All . oln -owned with the RI hi 01 Survlvorehl ITEM NO. FILE NUMBER 21-1995-0692 must be dllcloled on Schedule F VALUE AT DATI! OF DEATH DEseR IPTION 1 O:m11Jnity Banks, N,A, Checking Account 111213019006 Interest accrued on Item 1, fran Jlugust 6, 1995 to August 16, 1995 5,043,14 3,25 ct:py of bank letter attached at end of return, 2 Dauphin Deposit Bank and Trust 0:Ilpany Olecking Account #0013745263 12,168.82 Interest accrued on Item 2, fran August 1, 1995 to August 16, 1995 ' 5.90 ct:py of bank letter attached at end of return, 3 Dauphin Deposit Bank and Trust 0:Ilpany Insured Money Market Account #0094359806 28,746,68 Interest accrued on Item 3, fran August 1, 1995 to August 16, 1995 26,36 ct:py of bank letter attached at end of return, 4 Atlantic Energy, Inc, Dividend check dated July 17, 1995 not cashed pri= to death 5 Delaware Group - Delaware Fund Class A systematic redenption check dated August 15, 1995 not cashed prior to death 6 Uniprq:> Manufactured Housing O:mmIni.ties Income Fund, Limited Partnership Units - Distribution check for quarter ending June 30, 1995, elated August 15, 1995, not cashed prior to death 7 E. F. Hutton Tax-Exalpt Trust Units, National Series 51, M:mthly, as foll""'8: a) Dividend check dated June 15, 1995 a $25.41 b) Dividend check dated August 15, 1995 a 25,41 154,00 200,00 2,375,00 50,82 'lbtal checks not cashed prior to death $50.82 'lbtal fran continuation e (s) 6 079.69 54 853,66 TOTAL Also onlor on IIno e, Roc lIulallon (Anach addllJona/ a '/Z' .,," ahoots II moro apaco la noodod.) s PA11lO1t NTF "" CopyriGht 'O,""IDllw.,. Only. '"4 N.lcD,lnc. N1I4PAOl1 Estate of I JUlia C, Barnd Page 2 21-1995-0692 SC1lEIXJlE E -- Cash, Bank Deposits and Miscellaneous Personal Prcperty Item No, Description Value at Date of Death 8 1990 Mercury Sedan, Title #43312454301 - Appraised Value O:lpy of valuation attached at end of return, 9 '!be Patriot News O:rrpany - Refund on cancellation of newspaper subscription 10 Allstate Insurance 0xIpany - Premium refund on cancellation of renter's policy 11 Capital Blue Cross - Medical claim payrrents 12 Sausman Insurance J\gency - Premium refund on' cancellation of policy #CPC-276-83-12 13 Internal Revenue service - Refund of 1995 federal individual income tax of $1,200.00 as per return less third quarter installment of $400,00 paid after death = Net Refund $800,00 14 Pennsylvania Department of Revenue - Refund of 1995 state individual ineare tax of $380,00 as per return less third quarter installment of $330,00 paid after death = Net Refund $50,00 15 Aetna Life and Casualty O:ttpany - Premium refund on cancellation of autarobile policy #57 SX 14806187 J?aI 4,650,00 2,70 109,00 316,89 59,00 800,00 50,00 92.10 'lUmL, (Catry forward to rrain schedule) , , ' , , , 6,079,69 Estate of: JW.ia C, Barnd SCHEIXJLE H, PARr C -- l>liscellaneous Expenses Page 2 21-1995-0692 Item No, Description AnDunt 1 12/11/95 The Sentinel - Estate notices 2 01/05/96 Lipkin, Marshall, Bob:>rad & 'lOOrnb.u:g, P,C, _ Reimb.trsement for payment to C\Jmberland Law Journal for estate notices 3 01/29/96 Gemisys - Replace:rent of lost shares of Franchise Finance CbIp, of J\rrerica, O:mron Stock 4 05/02/96 Register of Wills of C\Jmberland Cbunty - Certified c:qJy of will 5 05/07/96 Register of Wills of C\Jmberland Cblilty - Fee for filing Inventory 6 - - - Register of Wills of C\Jmberland Cbunty - Short certificates 7 - - - Expenses reI Sale of securities to provide liquidity in estate to pay taxes, ~, bequests, etc. 8 J\cldi.tional eJq:lellSes of administration to close estate 52,04 40,00 169,96 4,00 19,00 57,00 385,94 50,00 'IOmL, (Carry forward to nain schedule) , , , , , , 777,94 REY-111IU+ltll1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RUIDENTOECEOENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI....Pr1ntor jFILE NUMBER 21-1995-0692 . ESTATE OF Julia C, Bamd ITEM NO. DESCRIPTION AMOUNT 1 10/11/95 Mary Ann Prior, Treasurer - 1995 Per Capita Tax 2 10/12/95 Bell Atlantic-PA - Final telephone service 3 10/13/95 Dauphin Deposit Bank and TIust O::npany - Check #104 clearing checking account after death on August 17, 1995 4 10/13/95 Holy Spirit Hospital - Balance due not covered by insurance 10.00 49,04 901,00 210,00 5 10/13/95 Alert Phanracy at Bethany - Balance due for ethical drugs not covered by insurance ' 6 10/13/95 Harrisl:urg Hospital - Balance due not covered by insurance 201. 83 17,01 7 10/17/95 Bethany Village - Balance due for institutional care not covered by insurance 8 01/05/96 Olsten KQC Staffing -' Balance due nursing services not covered by insurance 952,50 371.03 TOTAL A110 .nter on line 10, Roc. ltul.llon (II mora Ipocell needod,lnaen .ddlUono/ Iheoto of oame Blzo.) s 2 712,41 PA15121 NT' "'. Co,rngM'o,,,,. 801l.,,.0II1V, tl... N.lco,lnc, HI"PAtlt REV-1112 EX +IZ-171 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES JUlia C, ITEM NO, Bamd NAME AND ADDRESS OF BENEFICIARY A. T""abla Bequeala: 1 * Mary R, Stutzrran (Furs and Clothing - Item SECaID of will) 2 * O:lI1ald F. Baxnd (AutOTcl:lile and Tangible Personal Prcperty _ Item 1HIRD of will) 11009 NE 6lat Avenue Vancouver, ~ 98686-5906 3 Il:lnald F, Bamd (Cash Bequest - Item FroR'IH of will) 11009 NE 61st Avenue Vancouver, ~ 98686-5906 4 Bamd, Julia C, T/UIW - D, F, Barnd (Residue - Item FIF1lI of will) * Note: Decedent owned no furs, clothing or tangible personal property of any taxable value at time of death other than the autcm:lbile,' ITEM NO. NAME AND ADDRESS OF BENEFICIARY B, Chllll1able and Governmenlal Bequesls: None , FILE NUMBER RELATIONSHIP 21-1995-0692 AMOUNT OR SHARE OF ESTATE Friend SOn 4,650,00 SOn 25,000,00 Trust f,b,o. Son 784,651.91 AMOUNT OR SHARE OF ESTATE PA1&131 NT> 112'. Cop)'ftahl 'otll'l. Soft..,. Only, 1.... H.leo,lnc. H'''PAI'' TOTAl CHARITABLE AND GOVERNMENTAL BEQUESTS Also enle' on line 13, Roc. I1ulallon (II mo,. apA.. I. nOoded, Ino.rladdlUona' ohula oloom. .Izo) 0.00 s f 'w , , . -, ..'" , , . " Register of ~Iills of CUHBERLAND County, Pennsyl v!lnia Certificate of Grant of Letters Testamentary No, 1995-00692 PA No, 2195-0692 ESTATE OF BARNO JULIA C ILft~~, tlK~~, MlUUL~} WHEREAS, on the 18th dated May 5th 1993 to probate as the last will Late of LO\~ER ALLEN TOImSHIP l,;U(loU::i~KLI\NU ~UU1'4'1'X, Deceased Social Security No, 188-36-8774 day of September & July 31st 1995 and codicil of BARNO JULIA C I Lft~'l', t 1 K:;'l', i'll UUL~} 1922 instruments were admitted LOWER ALLEN TOWNSHIP CUMBERLAND County, who died on the 16th day of Auqust ~ and, WHEREAS, a true copy of the will & codicil as probated is annexed hereto, THEREFORE, I, MARY C, LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTA~Y to MERIDIAN TRUST COMPANY who ~ duly qualified as Executor(rixl and ~ agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA, IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the ~ day of Seotember 1995, -m.~t/~ ~~~ft.L~~7~-/t, , I or r w 0 \ "*NOTE~*, ALL N.!\MES ABOVE APPE.:AR_(LAST, FIRST,~IIODLE) ". '. ACKNOWLEDGEMENT STATE OF PENNSYLVANIA ss:' COUNTY OF SCHUYLKILL , . I, JULIA C, BARND, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therei,!1 expressed. , . "'-:::'1;: (/', I t; ~:u.,t JULIA C. BARND Sworn to or aff1IlIled and acknowledged before me this 3/3/ cia of Tvly 1995. STATE OF PENNSYLVANIA : , AFFIDAVIT SS: NO:3t1DISeal Sharen M, Kacnma" NolEr( Pu~lIe POU$vil!e. ScnuYlkJlI Coenty My Ccmmlssion E.'plles March 1':. 1SSS t.\en'Wr. per:nsytlal'.iaAs.teca:cn 0: l'c.3."e5 , COUNTY OF SCHUYLKILL We, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Codicil as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound (0: "~OLto~"t eJ.J Sworn to or aff1IlIled and acknowledged before me this /d clay of 1995. STATE OF PENNSYLVANIA SS: NOlariaIS..1 Sharon t,l, Kachmar, Nets:'! Fl.:~;!c FClI::...i:le, Sch.uYI~,ilI CCl.:n:v MyConunlS!lcn Ellj:'lres Mar:n :4.1H: Me~, Pef'.ns'Jr..;!l1l.1As:::ca:ctl CI j>;:=:.:rcs COUNTY OF SCHUYLKILL On this, the .3/:51 day of 0VJt ' 1995, before me, the undersigned officer, personally appeared Robert N. Bohorad, Esquire, known to me or satisfactorily proven to be a member of the 'bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgement and affidavit were, signed by the Testaai"{ and witnesses. ' IN WITNESS WHEREOF, I hereunto set my h!lPd and official sealf -2.J111W fiJ. ~fI!1!J14.M - 'NOtary Public "- NOI.".1 5..1 Sharon f.t. Kacnmar. N01arl ?t.:bl!c F:\I:;,..ilIo. Schuylkill Cuur.:y My C~nllnlSSIOn e,.PlrBS Milrcn 101, 1996 t..-1cr.'lol.'Y.fler.(l$'jNo!I''.&3A!~ctI\;C101l".er:i , .,", '. .a,.... "''''~ ~..... , r _ . ' , ' CODICIL I, JULIA C. BARND, declare this to be a Codicil to my Will dated May 5, 1993, I hereby amend Paragraph Thirteenth of my Will by removing my son, Donald F, Barnd, as Executor and substituting in his place as Executor of my Estate MERIDIAN TRUST COMPANY, or its successor, DATE: 7 - oJ I , 1995 /- .. 1 uf ' .., . '.- . 1,"" ~... - "" . J c' 't, ,. L"'" .. ., -'.. \, JULIA C. BARND (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above, JULIA C. BARND, to be a Codicil to her Last Will and Testament, and she republished and reaffmned said Last Will and Testament as modified by this Codicil, in the presence of us, who, at her request, in her presence, and in the presence of each other, have (;0:bS~d OUITLJitnesses. . c;-> ~~ ~n Yl Residence ~~ e., ~Jl.Q Parrs-v,lle PA if Residence Residence .. --: - " " ,. LAST WILL AND TESTAMENT OF JULIA C, DARND I, JULIA C. BARl\'D, declare this to be my Last Will and Testament, hereby revoking all wilIs and codicils heretofore made by me, Fm.ST: I direct the payment of the expenses of my funeral and last illness from the assets of my estate. SECOND: I give all of my furs and other clothing to my friend, MARY R, STUTZMAN. THIRD: I bequeath my automobiles, clothing, jewelry, furniture, remaining household and personal effects and other tangible personal propeny of like nature (not including 'cash or securities) not otherwise disposed of by me, together with any existing insurance thereon, to my son, DONALD F, BARND. FOURTH: I give the sum of Twenty-Five Thousand (525,000.00) Dollars to my son, DONALD F. BARND, if he survives me. FIFTH: I give Unto my Trustee, in trust, the residue of my estate, (a) If my son, DONALD F. BARND, survives me, my Trustee shall pay the net income to him in installments no less frequent than quarter-annually. My Trustee shall distribute such sums from principal as, in the sole discretion of mv Trustee, are reasonable, necessarv and ' . advisable for the health and support of my said son, or such of ltis cltildren, and issue of his deceased children, as he supportS, taking into consideration their other income and sources of suPPOrt, and giving priority to the needs of my said son, (b) Upon the death of my son, DONALD F. BARND, or upon my death if my son fails to survive me, my Trustee shall divide principal intO as many equal shares as there are grandchildren of mine then living and grandchildren of mine then deceased but represemed by issue then livLrlg, ~-". . tI' (( JULIA C. BARNl} , .' .- .....-;...r...~~,t..... -' . -; (I) My Trustee shall distribute one share, per stirpes. to the issue then living of each deceased grandchild. (2) My Trustee shall hold each remaining share as a separate trust for the benetit of each such grandchild then living and shall apply so much of the income as, in its sole discretion, deems reasonable, necessary and advisable for the maintenance, suPPOrt, education and health of such grandchild and shall accumulate any unexpended balance of income and add same to principal until such grandchild attains the age of twenty-one (21) years. Thereafter, my Trustee shall pay to such grandchild the entire income from such grandchild's share in installments no less frequently then quarter-annually. My Trustee shall payor apply directly such amounts of principal as it, in its sole discretion, deems reasonable, necessary and advisable for the maintenance, suPPOrt, education and health of such grandchild and members of his immediate famil}' and to enable or help such grandchild purchase a home and Slart and maintain a business and profession. Trustee shall distribute the balance of. such grandchild's share to such grandchild at the age of forry-five (45) years. (3) Should any such grandchild die before his trust has been fully distributed, the principal and any accumulated iJ)come of such share shall be distributed to such grandchild's then living issue, per stirpes, or if none, to my then living issue, however, any amount payable under this Subparagraph (3) to a persall for whom at that time my Trustee holds a separate truSt fur.d created hereunder shall be added to the trust for such pe~son for administration and distribution as a part hereof. SIXTH: Should my residuary estate lapse in its entirety, or. as to any trust. should there be no person designated in my Will to receive trust assets, then such lapsed assets or trust assets, as the case may be, shall be distributed to the SHRI1'H:RS HOSPITAL FOR CRIPPLED CHILDREN, Philadelphia, PelUlSylvania, or its successor. . /. . " . .. . . '",,-..I..( ..:....;-/ . ~rAC. BAlli'ID .1/..........,/. '"'-- -2- ~ . .. . , . SEVENTH: Any assets of my estate whic~ are distributable by my Trustee upon its receipt thereof may be distributed directly by my personal representative. EIGHTH: Any assets of my estate or trust which become distributable to a person other than a grandchild under the age of twenty-one (21) years shaH be held in trust by my Trustee. My Trustee shaH apply such amounts of income and principal as it, in its sole discretion, dcems necessary and advisable for the health, education and support of such person and shall accumulate any unexpended balance of income. At age 21, the income and principal shaH be distributed to such person, provided that if such person dies prior to attaining such age, then the assets shaH be dis!ributed to his heirs. NINTH: If any person entitled to any distribution or payment from my estate or trust is incompetent or mentaHy or physically incapacitated, at the time such person is entitled to receive same, to such an extent that my personal representative or Trustee, as the case may be, in its sole discretion, deems it unwise or not in the distributee's best interests to render distribution or payment directly to such person, my personal representative or Trustee, as the case may be, may apply such person's share for his health and support, including hospital and medical expenses, directly, without the intervention of a guardian, TENTH: AH taxes, interest, and penalties thereon payable by reason of my death with respect to property comprising my gross taxable estate passing under this Will shall be paid from the asse.ts which compromise principal of my residuary estate. ELEVENTH: No interest whatsoever, whether income or principal, of any beneficiary under my Will or any trust created hereunder, shaH be subject or liable to any levy, attachment, execution, sequestration or other claims of creditors while in the possession of my fiduciaries, and said interest shaH be free of the debts, contracts, alienations, anticipations, pledges and other obligations of any such bencIlciary. TWELFTH: I authorize my fiduciaries to exercise the roHowing powers, in addition 10 those given by law. without COUrt approval: (a) To retain, dispose of and invest in any real or personal propeny, including securities of any corporate fiduciary, and its affiliates, without regard to diversifi- cation; invesunents may be made at anv time including during administration.' 'I - ",:- .. 'I ~_ ,", fl'. /.; . .__.... ...r...~ . Jl;I!~IA C, BARND , " - "1,,- . ~ ,.L,/.:. ,'.-,.'l,.,... -3- ~. , ,.. I , ., (b) To compromise claims, . (c) To make distributions in cash or in kind allocating specific assets to particular distributees, THIRTEENTH: As Executor of my Estate, I appoint my son, DONALD F, BARND, In the event he fails to serve or ceases serving, I appoint the MERIDIAN TRUST COMPANY, or its successor, to so serve as Executor. I appoint the MERIDIAN TRUST COMPANY, or its successor, Trustee of all trusts created herein, No personal representative or Trustee shall be required to post bond or enter other security in any jurisdiction, IN WITNESS WHEREOF, I have hereunto set my hand and seal. DATE: :- I J-/7-3 . 1 . . /'7.. 7, " . . \ ....-::-/.".<:r::./ (~/::::'.;..;,.{o';'/'.( (SEAL) J1JLL".\ C. BARNO - SIGNED, SEALED, PUBLISHED AND DECLARED by the above, .rUI.I.~ C. BARND, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as wimesses. (\ y, n G.'~"''-.( ,,~/ // L ~~~ , J? -r-r ~ , .- L.L, ......L.Ll... I IT Re~~nce . . . /r?:(~~ /~y' Residence Residence . , -4- " .... . , - ., . " STATE OF PENNSYLVANIA ACKNOWLEDGEMENT 55: COUNTY OF SCHUYLKlLL I, JULIA C, DARND, Tescllrix, whose name is signed to the att.1ched or foregoing iostrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed willingly, and that I sigoed it as my free and voluntary act for the purposes ;!lerein expre~sed~ . ,.,j ,--7 "". ~t( I:., -,;, I &; /'.~<~....I/.~A 7JULIA: (:, B.o\RND ,~ Sworn to or affirmed and acknowledged before me this.5fAday of , 1993. STATE OF PENNSYLVANIA COUNTY OF SCHUYLKILL AFFIDAVIT NCll.M,Ssal Snaron M. ('II..-C-~'I!t;e.N:-.a!'1P..m: Pct.:svio\o. &;1l.yI',q C<:J:f MyCcmrr:ssa\&presM!."d11~ ,w.; tle~~I. ~~).t;UOlaA::.s.o:a:;ot\'Jlt..:,::,:~s SS: We, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Tescmb: sign and execute the instrument as her Last Will, that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the \Y.i~itnesses, angJba(io the best of our knowledge, the Testatrix was at that time 1~.ormore,years of age,.pFiiti'und mi!:olt. and under no constraint AHj undue infJul:nce. '1 ,,/~' ./ h ~ , \ \'1 r "IJL . -~ ~ /~....-c.. - Sworn to or affmncd and acknO'.vledged before me this5:J/~day of (!J~~ ' 1993. ~ h 01.."\'/1 m. jlJ/1 yt,) /J.t '7rn ... . , Notary Public ./ STATE OF PENNSYLVANIA NC'3r.1! SJ!J SS.' Sr.arcr: M. C\;(l.s.:.'.a.;e. r~:,:'.r."'/ P.c'c P:~~r.~. S.:i~LYN1C:~l.'1 COUNTY OF SCHUYLI<.lLL 1.lyCCIT'mss.on E.';"es I.:'::::"". :!?:01 l. '" ".I~:"'~"'l".t."::!A_ss:.cjl.":rl:':'~""~J On this, thc51/( day of rVh!:l , 1993, before me, the undersigned officer, personally appeared Robert N, Bohorad, Esquire, known to me or satisfactorily proven to be a member or the bar of the highest COUrt or Pennsylvania, and certified that he was personally present when the foregoing acknowledgement and affidavit were signed by the Testatrix and witnesses. IN WITNESS WHEREOF, I hereunto set my hand and official seaL ~h(11(f-t} rJ'J. ,If.... '//'711 /J(rt{";., ? NOtary Public v i';':~n",,'i :Sea; Sharon M Do_1\"'''~.. No:aty Ft.t'c P:::t:"I'!Zer. 5:i"",.,*~ Cc:;.-..~I M~.~E.toresMa:'C114 lSSJ i/ _'.!, "'~~":'.Ur3~.::oocr Nc:,;':.~p's , 0 ,... .. ... ~ ... c: .. .. ... H .. ~ .- ....~.. , Z aSfII>Ln LU ~""'Oe ~ Ot:.o.... ... < Iii LU '" 0=. ~ N < 0 .. Z :z; " U ... .- c: . < ... .. 0 .. ..... Z ~ c... :l~ '" .. Iii LU e en >- '" .... .. I ...J ...J '" OPl '" Z >. ...J '" I 0 ... ~ ... .- .. , CO .... ~ CO ... ... 0 IX c: "" I .. c: 0 LU e 0= N ~ H , ...J < '" 0 ...J :E CD '" '" LU ;:s I " t- U I/) " .... ... .- Cl '" ...J " LU . . < .- LU > :; LU .. . .. 0 :J: a 0 . ... CD .. '" .. :z; ... '" < ~ :z; .. c:~ .. .. .. .. H .. I/) u .... ~ .. c: '" LU ~ ... '" 0 '" :> N U .... '" '" .c: .. 0 , ~ en ... '" < I'< e~ '" u :i u 0 CDO <... 0 z , 00 '" >- " ...J.... ... c: .. <:>: ....0... CO .. .. ... ...J ""..~ .- I/) LU ....u , LU CD U " .. '" :> c: .. :- ... 0=1/) ........0 0 U...J ~".o '" U...J 1'<"'< << , ....."- II'l 0\ I/) LU - LUU '" '''r ffi~ .... - ......0 !z:i <Xl c:..'" H PI ' ... CD .- ... .... 0 ~N .. .." .. .." I .....N '" .. N .. ~o ~ '" .... ii c .. z "" 0= '" co < ....1: .... CD <Xl .. c: . ..,u "'''' 0 ....... < M .... U'" ... ;.. .... , ... u.... 5 c: ou e <... .. 0 n c... M" B ....... .e 0 ....... ....... <t:l U :I ~ o c: "" ,..., " U ... 0 .. 0 .. :z;.... .. c...u :>: e 0 ~ ;..u 0 ... ...< z ... c: .. .. :I'" c: 0 E c: o .. .. .... '" S",(e..lv/~ .. u'" B .... 0 .... u:l .. 0 .. 0 "0 < ... .... . .. en / .... ... ....0 .- ;J:..'en-> .. " .. U S 0 .. .. .. t: U " ... ::c PI .., <:z; .- N .- -',- ~ . ) J 300) 3;;{,'fi 7 D Dauphin Deposit Bank and Trust Company MAIN OFACE: 213 MARKET SmEET. HARRISaURO. PENNSYlVANIA 17101 717-25!l-2121 Decedent Confirmation Name: Julia C, Barnd Social Security No.: 1B8-36-8774 Date of Death (000): 08/16/95 Account No. 0013745263 0094359806 03500115 ------ ----- ------------------------ ------- Type Checking Insured Money Market Safe Deposit Box ------------- ------------------------ Date Opened or Issued 04/07/82 11/20/85 04/07/82 ---------- ------------------------ ---- Date Closed or Matured 10/05/95 (Closed) 10/05/95 (Closed) --------------- ------------------------ ---- Date of Death Balance $12.168.82 $28.746,68 Not Applicable ------------------------ ------------------------ PLUS Date of Death Accrued Int: $5,90 Location: $26,36 Mechanicsburg Office ---------------- Joint ONners (if any) None None None ------------------------ ----------------------- Date of Joint ONnership ------------------------ ------------------------ ------------------------ NOTICE fLEASEMAIL FUTURE INQUIRES TO THE FOtLOWING ADDRESS: DAUPHIN DEPOSIT BANK 8< TRUST CO. CUSTOMER MANAGEMENT INFORMATION DEPT. MAIL STOP #900-03-03 P.O, BOX 2961 HARRISBURG, PA 17106 (717) 266-2064 D Dauphin Deposit Bank end Trust Company - MUlb., 'DIC. . ------------- -- s c-/, ~ rio/Ie .J:J-l',n,.s ..2. E +3 It. hour. On. hour minimum. I by: Carolyn A, Berkebile Telephone No, (717) 255-2054 ..~~,' -tv c' \ - -' - . y."..--....,....'!""'."'(".. --- -.. ~...... ~~ .... ,--- . r- - - -- - '- -- - - -- - - - - - -- ,_H 'I I I I - - - --- -- - -- -. -- _. -- - - - -- RECEIVED fROM, 6 ACN ASSESSMENT P:I CONTROL ... NUMBER AMOUNT MERIDIAN TRUST COMPANY 3:5 N 6TH STREET POBOX 1102 READING, PA 19603 101 .~rO!'lR.ll .' fOIDHfI' I I , I , I I I I 1 I I I SEAL CHECK" 2000130 , ~~~D~ i .. REGISTER OF WILLS ~~~rS!fE:RL5~ WILLS' '}r1J.1V I ", .(1//0.(,-)-. I . rJ ----------------~----------,~-~~~~ .1 . .. ,_ ' , 'l.',; lJ\ ,~ . . I :1.. .. 'f ESTATE INfORMATION, ElllE MIE 21-199:5-0692 II NAME Of ~~WmJ J~V A C ~ DATE Of PAYMfNT iii 0:5/1:5/96 ... POSTMARK DATE 1;1 :5/14/96 COUNTY CUMBERLAND SSN 188-36-8774 ~ (fiRST) IMI , DATE Of DEATH 08/16/9:5 REMARKS MERIDIAN ASSET MANAGEMENT INC m TOTAL AMOUNT PAID .5.0:58.11 .,;. ,., , ,j I ;" \' -, ~, ' .,. t .f . ,--- '.- .-.. --. ....... ..---.- -""" ... .... Y' . -j'~-"-' , r-'-- - ~- ......'.. _. ,., I , ;.') . i/ REV-1547 EX AFP 112-951* COMMONWEALTH OF PENNSYLVANIA DEPARTHEHf Of REV[NUE BUREAU OF INDIVIDUAL TAXES DEPT. Z806Dl . HARRISBURG, PA 17128-0601 C' <--' ACN 101 NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLDWANCE OF OEOUCTIONS ANa ASSESSHENT OF TAX DATE 09-02-96 ESTATE OF FILE NO, DATE OF DEATH 08'16-95 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, suaHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAK , PAYHENT TO TNE REGISTER OF WILLS. HAKE CHECK PAYAaLE TO "REGISTER OF WILLS, AGENT" , REMIT PAYMENT TO: MERIDIAN TRUST COMPANY C/O MARLENE M TROXELL PO BOX 11 02 READING PA 19603 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 Alftount R...itt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:is4i-EX-AFi.--ri'lf:9Sriiiii'"icni"F"i"NHERifAiicE-i:Aic-APpjliiiSEifiii,.-,--,U.i:ciwANCE-OR------mu-m-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARNO JULIA C FILE NO, 21 95-0692 ACN 101 DATE 09-02-96 NOTE: If sn assessment waft issued previously, 1inss 14, 15 snd/or 16, 17 and 18 will . reflect figures thst include ths totsl of abh returns assessed to dats, ASSESSMENT OF TAX: 15. AMount of Lina 14 at Spou..l rat. CIS) 16. Anount of Lina 14 taxabl. at Lina.I/CI... A rat. (16) 17. Allount of Lina 14 taxable at Collat.ral/CI... Brat. C17) 1~. Principal Tax Du. TAX CREDITS: PAYHENT DATE 11-15-95 05-14-96 TAK RETURN WAS. I X I ACCEPT EO AS FILEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Ed.t. ISchedula A) n) 2. Stocks and Bond. (Schedule OJ . (2) 3. Clos.ly Hald stock/Partnership Int.r..t (Schadule C) (3) 4. Hartg.g.,/Not., Receivabl. ISchedul. OJ C4) S. C'lh/Bank Dapo,its/Hilc. Personal Property (Schedul. E) CS) 6. ~ointly Owned Property CSchedul. F) (6) 7. Transfer' ISchadul. G) (7) 8. Tota~ Aa.ets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanse,/Adn. Coat,/Hisc. Expan,e_ (Sch.dule HJ 19) 10. Debts/Hortgege Liabilities/Liena CSchedule IJ C10) 11. Totel Deductions 12. Het Value of Tax'Return 13. Charitabla/Government.l aeqUe.t, (Schedule ~) 14. Net Value of E,t.te Subject to rex RECEIPT NUHBER AA082319 AA112846 OISCOUNT (.) INTEREST (-) 2,190.00 .00 CHANGED .00 830,397.66 .00 .00 54,853.66 .00 .00 lal 885,251.32 68,237.00 2.712.41 Illl 1121 1131 1141 70.949 41 814,301.91 ..00 814,301.91 .00 K .00. 814,301.91 X .06. .00 K .15. 1181 .00 48,858.11 .00 48,858.11 AHOUNT PAlO 41,610.00 5,058.11 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE . IF PAID AFTER DATE INOICATED, SEE REVERSE FOR CALCULATION OF AODITIONAL INTEREST. 48,858.11 .00 .00 .00 IF TOTAL DUE IS LESS THAN '1, ND PAYHENT IS REQUIREO. IF TOTAL OUE IS REFLECTEO AS A "CREDIT" ICRI, YOU HAY BE OUE A REFUNO. SEE REVERSE SlOE OF THIS FbRH FOR INSTRUCTIONS.' RESf:RYATlONI PURPOSE OF HOTlCE I . PAVtENTI REFUND (CR)I OBJECTIONS I AMIN ISTRATlVE CORRECTIONS I DISCOUHh PE~Al TV I INTEREST I - Oq Cl c;') f;-~ ~ , , , ;: ~~ ,"- "<t I fu !/1 1:;- (.J {'I (J) c.: a: _'"J -. t: w" Uu ~ E.tst.. of d.ced.nt. dyIng on or b.for. O.ce.a.r 12, l'IZ If any future Int.r..t In the ..t.t. I. tran.f.rred In po.....lon or enjovaant to Cia.. I (colleter.l) b.neflclarl.. of the d.c.dant aft.r the .xplratlon of any ..t.t. for Ilf. or for y..r., the C~.alth h.r.by .xpr...ly r...rv.. the rIght to appr.I.. and ...... tr.n.f.r Inh.rltanc. T.x.. at thl l.wful el... I (coilet.rel) r.t. on any .uch future Int.r..t, To fulfill the requlr...nt. of Section 21~a of tha Inherltanc. ~ E.t.t. Tlx Act, Act 2Z of 1991. 72 P.S. s.ctlon 1140. Detach thl top portIon of thl. Notlc. ~ ,ubalt wIth your p.ya.nt to the R.gI;t.r of WIll. prlnt.d on thl rav.r.. .Id., --".... chick or .on.y ord.r p.yabl. tal REGISTER OF HILLS, AGENT All p.vaant. r.c.lvad .hall flr.t b. .ppll.d to any Int.r..t which .ay b. due with any r...lnd.r appll.d to the ta., A r.fund of . tax cr.dlt, which wa. not raqua.tad on the Tax R.turn, .ay b. r.qu..t.d by coapl.tlng an "Application for R.fund of Pann,Ylvanla Inherltanc. 8nd E.t.t. T.x" (REY-13IS)_ Application. ara avallabl. .t tha Offlca of the Regl.t.r of Will., any of the 23 A.venue DI.trlct Offlc.., or by ceiling the .pecl.l 2~.hour an.warlng .ervlce nuaber. for for.. ord.rlngl In P.nn.ylvanla 1-laO-36Z-Z0S0, out.ld. P.nn.ylvanle and within 10c.1 H.rrl.burg .r.a (717) 717-IO~, TOO' (717) 77Z-2252 (Ha.rlng I.,alred Only). Any party In Inter..t not .atl.flad wIth the appral.e.ant, .llow~c. or dl..llowanc. of daductlon., or ........nt of t.x (Including dl.count or Int.r..t) .. .hown an thl. Notlc. au.t Object within .Ixty (60J d.y. of r.c.lpt of thla Notlc. byl --wrlttan p~ot..t to the PA Dep.rt.ent of Rev~~., lo.rd of App.al., D.pt, ZIIOZI, Hartl.burg, PA 17121-1021, OR --alectlon to hav. the .att.r d.t.r.ln.d .t audit of the accoW'lt of the p.nonal rapruant.tlv., OR --appa.1 to the Orphan.. Court, Factu.1 .r;or. dl.cov.r.d on thl. ........nt .hould"b. .ddr....d In'wrltlng tal PA Dep.rt..nt of A.v.nu., lur.au of Individual T.x.., ATTNI po.t A.......nt R.vl.w Unit, D.pt, 210601, Harrl.butg, PA 171ZI-0601 Phon. e717J 717-6505,' S.. p.g. 3 of the bookl.t "lnittuctlon. for Inh.tltancl T.x R.turn for. R..ld.nt D.cad.nt" fREY-1501) for an .xplanatlon of adalnl.tr.tlvely cort.ct.bl. .rror.. If .ny t.x due I. p.ld within t~r.. (5) cal.ndat eonth. aft.r the dQc.d.nt.s d.ath, . flv. p.rc.nt (5X) discount of tha t.. p.ld I. allow.d. Tha lSX tax aana.ty non.p.rtlelp.tlon p.n.lty I. coeput.d on tha total of the tlX and Int.r..t .......d, and not paid b.fere Janu.ry II, 1996, the flr.t d.y aft.r.th. .nd of the tax .an..ty p.rlod. Thl. non.partlclp.tlon p.nalt. I. appaalabla In the .... ..nn.r .nd In tha the .... tl.. p.rlod .. you would app..1 the tlX and Int.r..t th.t h.. b.an .......d .. Indlc.tad on thl. natlc.. Int.r..t I. chirg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. (1) d.y fro. the data 0' d..th, to the d.t. of pay..nt. T.x.. which baca.. d.llnquant b.for. January 1, 19a2 b..r Int.r..t .t the t.ta of .Ix (6X) parcent p.r ~ c.lcul.t.d .t a d.lly t.t. of .000164. All tax.. which b.e... d.llnquant an and ftft.r Janu.ry I, 19a2 will ba.r Int.r..t .t . rata which will vary fro. cal.ndar y.ar to c.l.nd.r y..r with that r.t. announcad by the PA a.part.ant of R.v.nu.. Tha .ppllc.bl. Intar..t rat.. far 191Z through 1996 .t.1 '!!!! Intlr..t Rata D.lh Int.rut Factor !!!! Intlt..t R.ta D.lly Int.r..t F.ctar 1912 'OX ,OOO5U 1917 OX .000Z"7 1913 16:( ,OOOltSa 19aa.I991 Ill( .OOOSDI 1914 IlX .OOOUI 1992 'X ,aooU7 1915 UX ,000356 1991-194" 7X .000192 1916 lOX ,OOaZl4 1995-1996 'X ,OOOZU --lnt.r..t I. calculat.d .. follows. INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF OAYS DELINQUENT X OAILY INTEREST FACTOR --Any Hotlc. I..ued .ft.r the t.. b.co... d.llnquent will r.fl.ct an Int.r..t calculation to flft..n CIS) d.y. b.yond the d.t. of the ........nt. If p.ya.nt I. .~. .ft.r the Int.r..t cOIPut.tlon d.t. .hown on the Hotlc., addltlon.1 Int.r..t lU.t b. calculat.d, REV-4B3 EX AFP (12-95_ COHttQNWUlnt Of PENNSYlVANIA DfPARTHENT Of REVENUE BUREAU OF INDIVIDUAL TAkEI DEPT. 211D601 HARRISlIUAO, PI. 17128.0601 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ACN 201 (1 L..- DATE 09-02-96 NOTE. JULIA C FILE NO,21 95-0692 08-16-95 COUNTY CUMBERLAND TO INSURE PROPER CREDIT TO YOUR ACCOUNT, suaHIT THE UPPER PORTION OF THIS FORH WITH ~OUR TAX PAYHENT TO THE REDISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, ACENT". REMIT PAYMENT TOI MERIDIAN TRUST COMPANY C/O MARLENE M TROXELL PO BOX 11 02 READING PA 19603 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 I HOUSE Allount R...ttt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..... RE-V:4S3--ix--AFP--Ciz:-9Sj-----.-.-NiiffcE--OF--UETifRHiiiAiio-N-Aiiu-AS-SESS-HENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN __. ESTATE OF BARNO JULIA C FILE NO.21 95-0692 ACN 201' DATE 09-02-96 ESTATE TAX DETERMINATION 1, Credit For Stete Deeth Texes eS Verified 23.733.65 2. Pennsylvenie Inheritence Tex Assessed (Excluding Di.count end/or Intere.t) 46 ,668.11 3, Inh.ritence Tex A..e...d by Oth.r Stet.s or T.rritorie. of the Unit.d Stete. (Excluding Di.count end/or Intere.t) .00 4, Tote1 Inheritenc. Tex A......d 5. Penn.ylvenie Estate Tex Du. TAX CREDITS I PAYMENT DATE RECEIPT NUMBER OISCOUNT (+) I NTERE.ST (-) AMOUNT PAID ,~ c;, ,(. o ~' 'I~~ .C'.L ('oJ F: ., , o M C':l "9 -" ;"j ,-., ~~J u.; a: , 'D p, ., " t-': ~!l :i TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN, .00 TOTAL DUE .00 -IF PAlO AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCR), YOU HAY BE DUE A REFUND. SEE REVERSE SlOE OF THIS FORH ~OR INSTRUCTIONS.) . 15:' 5:-~ - /1/ COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 0-- '* BUREAU OF INDIVIDUAL TAMES IHHEAllAHCt TAl( DIVISION DE:Pl. Zl0601 H"RAlsaURO, PI 11121-0'01 III.'" 11'" III.UI HERIDIAN TRUST COHPANV C/O HARLENE H TROXELL PO BOX 11 02 READING PA 19605 12-09-96 BARND 08-16-95 21 95-0692 CUHBERLAND 202 AMount H..Hi.d JULIA C HAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE I To lnaure proper credit to your account, .ub.lt the upper portion of thl. fora with your tax pay.ant. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... RitV:736--EX--AFP-i-oj:-96i-----.-.-NCiiicE--OF--DEfifRHIiiATioii-AiiD-AS-SESS-HENif---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ss ESTATE OF BARND JULIA C FILE NO.2l 95-0692 ACN 202 ESTATE TAX DETERMINATION DATE 12-09-96 1, Cr.dit For st.t. D..th T.x.. .. V.rifi.d 25,755,65 2, P.nn.ylv.ni. Inh.rit.nc. T.x A......d (Excluding Di.count .nd/or Int.r..t) 46,668.11 5, Inh.ritanca T.x A......d by Othar Stat.. or T.rritoria. of the Unitad Stat.. (Excluding Di.count .nd/ar Int.r..t) .00 5, Pann.ylv.nia E.t.t. T.x Du. 46,668.11 .00 4, Tot.l Inharitanc. T.x A......d 6, Amount of Pann.ylvani. E.tat. T.x Pr.viou.ly A......d Ba.ad an F.d.r.l E.t.t. T.x R.turn .00 7. Addition.l Penn.ylv.ni. E.t.t. Tex Due .00 TAX CREDITS I PAYHENT DATE RECEIPT NUHBER DISCOUNT (+) INTEREST (-) AHOUNT PAID TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. ,00 TOTAL DUE .00 OIF PAJD AFTER THIS DATE, SEE REVERSE SJDE IJF TOTAL DUE IS LESS THAN .1, NO PAVNENT IS REQUIRED FOR CALCULATION OF ADDITIONAL JNTEREST, JF TOTAL DUE JS REFLECTED AS A "CREDJT" ICRI. VDU IlAV liE DUE A REFUND, SEE REVERSE SJDE OF THJS FORK FOR INSTRUCTIONS,) 'p.,.,n"IU .q "nil ,".I"ul l'uoH'PP' 'UnO" ~, uo ~O~. 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J " " , J.. ~. \. .. . . : ~' l' . .f _.~_ _..-. ._.__A r.... .. i , -.l STATUS REPORT UNDER RULE 6,12 BEFORE THE REGISTER OF WILLS OF CUMBERLAND , COUNTY, PENNSYLVANIA Name of Decedent: Julia C, Barnd Date of Death: File No. August 16, 1995 1995-00692 Pursuant to Rule 6,12 of tha Supreme Court Orphens' Court Rules, I report the following with respect to the completion of the administration of tho above-captioned estate: 1, State whether administration of the estate is complete: YES X NO 2, If the answer is "No", state when tha personal representative reasonably believes that the administration will be complete: 3, If the answer to No, 1 is "Yes", state the following: a, Did the personal representative file a final account with the Court? YES X NO (Filed for the record - not for confirmation) b, The separate Orphans' Court No, (if any) for the personal representative's account is: N/A c, Did the personal representative state an account informally to the parties in interest? YES X NO d, Copies of receipts, releases, joinders and approvals of formal'or informal accounts may be filed with tha Clerk of the Orphans' Court and may be attached to this report, Date: 1/21/97 ~/YL rM~Ylot.o ~ S sture I- to:( - ~ ::>Q: 0 ~ N Q Q)> 0- r> , l{~'> 8 ~:~ -'-~ N " '.~j '-- ~.. 1:' . ~ ~l <1.' -- ..:>-w J ~,- ,..Q g~J p; =E a:CC G>a G Marlene M, Troxell Name (Please type or print) 35 N, 6th St" p, 0, Box 1102 Address Reading, PA 19603 ( 610 ) Tel, No. 655-2175 Capacity: ~rsona1 Representative ___ Counsel for personal representative