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HomeMy WebLinkAbout95-00712 'r'l '>'. < ,,-:' .~- ---"'-;-:-.:-~', ~ ,. , --.! ~'j-t,~'i -",'- 'Z" L, .,' -.- -,- . -',-. . ;~ 'Z,' -k-.-,.: , ','"'. ,'-' =,'-' ,,- ";;;-":. "." ~~ ,,""'11'- .c,..... . .....:..... ',;';"'V-, .... VI ..... -,.', PNC llANK, National AHsociation, --(auCCCiliior by merger to TilE FIRST _JANK AND TRUST COMPANY OF MECMNICS- ----BURG ,_FA..) llY-l=6leN==;......-_-t_,/ Trust Officer 4242 Carlisle Pike, Camp lIill, PA 17011 PETITION H>n I)IU>IIATE nnd GnANT OJ.' LETTEnS No, __a..J - q 5 ~ 11 ~ To: t::"tl/I' oj _MA!\Y--1n,!~l\!mTII.t1e.ALL1S'1'1i!\_ (l/JoIOI01\'1I (J.\ ___.______.__..__~._~___ ----------., ---- .--'------. Ilegbler of Will, for Ihe --- -., nt'('t'c1,lt'(/, Coulllyof Cumherland In Ihe Sodcl' SI't'lIrily No. _.li6-1!!-4859 COnll110llWellllh of Pennsylvania The Ilellllollof Ihe Imde"ipned re'p,'elfulll' represenl' Ihlll: Yuur pt.'llllnncr(\). whu j\/urc I H )'t.'ur!l nf uge nr older iln II1L' CXCf,,'UL or Inlhe hl'l will of Ihe IIhuS'C dee,'deol, dilled .J).\:.t.P.Pl1r 13 lIad codicil,,) dilled _ _Non!l..- n%'~.d .19_ 1\IAIl.' rd~'\1lI11 dr\'IUlI\lilIlCC!., l'.~. h'lIlllldarlllll, d",llh lIr "'\l'CUlIlr, ell',. ))eeend,'nl Wll' dOll1lciled III dealh In Cumberland _ Cou,ny. Pennsylvania, wllh h~__. l,i,1 [amil)' or priaclpal re,idenee 1I1_..5C.J.I,u.\LM.l1morial 1I0HPital in the nllIoul:h..,oL.M!t~JlJln.iQlPurg,.G!!I!1h.~rland County, Pennsylvania. lh\l \lIl'l'I, I1lIlI1bl:1 l1Ild Illlllldl'.llil)-) ))ee,'nd"III; Ihen .----'!L_ ,)'ell" of ,U!e, died ___ ScntcmbJl.L._ 17 . 1995 . ,,, J!91Y__~pirit 112spital., East l'ennsh6i"ilToWrlSlli(l.Gilfnbl!l'1'llm1l:Oiiiity ;1'~, E\~CPlll' f"lI"ws. dc.;edelll.di': 110111I1Irr)', Wll' ""II,H"llIeed 1I11d did Illll have II child born or lIdopled lifter ~'eeullon "I' /he will u'Tered rnr probllle; WllS 11llllhe vicllm nf a killing and WlIS never adjudlclIled inCllI1lI"'lenl; JionlL..-_-" J>eeenlicllI al denth "wiled properly wilh eSllrnllled vlIlue, ", follnw,; (I I' d"l1Iicilt,lln I'a.) " All (lersonlll properly (If nol domiciled in I'a.) I'ersollal properly In l'enll'y'vlIllla (I f lUll d"l1Ilcilcd In Pa.) I'ersolllll (lropcrlY ill COllin)' Vnlth.' uf real ,"'~UtlC in Pcnnsylvnniu ,illlllled ", f"lInw\; 419 Wcst Main Street. llorough of -Cumberllln<LCo.unty.._l'.e_l1llllxJ~vania . $ .:t4,'DO" ()O $ $ S "'1"1 DO(), DO HcchnniCBlilitK, \\'IIEIlEFllIlE. (lei II inner,,) re\pee/fllll)' requeSl") Ihe prohllle nf Ihe 11151 will lInd codicll(s) pre,enled herewllh lInd Ihe prallt nf lellers---311ll.t.llJll!Lnt01:)'. , (Il'\lilI1lL'lllal~; ilJlIlini\II.llinn ",-.I,i1.: mhnini'IfUllon d,h,n,t'.l,a.) lhclUII. , ~ e -a7 , - ~t o ~.~ ""';: ~~ " 0, J; - ___~__H __, ....._..n._..___._..,..... ___.____n._ . ._-~- ._._~~-_.~. --'---'--- -~'----'------- __ _ _. _.~.._..h__~___._._..____.___.____~..__ - -'--"- -----------.-----...---- ---..-.. ______.T....__ OATH OJ.' PEI~SONAL REPIU~SENTATIVE COI\IMO!\;WEALTII 01: I'ENNS\'LVAMA L::I>I COUNT\' OF ___Cur.bcJ:l..ml __ J Thli 11I.'lhiolll:r(,) nbm'c-nullu:d "-\\.car(\) or uffirll1h) Ihullhc slatcllll'lll' in Ihc foregoing pelition arc Hill' ilnd \:orn.'l'( 10 lilt.' IIl"1 or lilt' "Ilowlcdgc and hcliL'f of pl'litinncrh) umJ Ihm us per~onal rcprcscn- lillh\'(\) of Ihe alHl\'l' del'uh.'1I1 !ll'litiolll'r(,) will well undlruly mJlI1ini\ler Ihe C~UIlC uccording 10 luw, --6?tK.~"a '" " .__.-XrUBt:... Officer ..' of and for I'NC nanK. National il A~f!.oclntion. Executor ~ ._-~_..~ ~ SWOIIl tll 01 arnrllll',d illtd \Ilh\l'rihl'd j he I'm,. 11I,' Ihi, __h. 251:h._ "_ _ _ dns of ~ Sel'tembcr 1'./ 95 . . ---,,: ;r, .La, :OVt:~rf!.ji- Ai.:;JAJ- .- ,lI-'-!-'-, ", 'J .___'tA& 15"- _'/ Mary c.' I.ewis '/k~il/,'r . ,-"'.-.., No. 21-95-712 Estate of MARY EI.IZAIlETIl McAI.I.IS'('ER t Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW September 26th 19.95-, In consldcrallon or thc pctltlon on thc reverse side hcrcor. sallsraclory proor having bccn prcscntcd bdorc mc, IT IS DECREED thai thc Instrumenl(s) dated Dc tober 13. 19B9 dcscrlbcd thcrcln bc admltlcd to probatc and riled or record asthc lasl will or MARY ELIZABETIl McALLISTER and Lellcrs Testamentary arc hercby grantcd 10 PNC BANK. Nationnl Associntion. FEES Probatc, LCllcrs, Etc. ......... S 235.00 5 15.00 Short Cerllncales( I.......... S Renunciation ......,......... S X-Pages (2) S 6.00 JCP TOTAL _ S 5.00 FlIcd ,,!l~pj:mlm', ,~4 r ~ll,~!? . , . . ~~~...~~ . (717) 697-852B PHOND no C F: "1. ;- vi \11 ~ jJ(t, 1'; ~'; 'ne >.;;, f." q !'-l Ul -:I W h: w {,", r: ~ Letter and Order mailed to Executor of Bank on 9-27-95. c- ./, This is III n:rei!)' Ih.11 11Il' infllrlll.lliOll IIt'fl' }..:iH:ll i.. t,tlllnd)' lllpU'll hum .111 t1ri.~III.t1 ,,'nilit.i.lll' III dl"illh dul)' filt.tl with lilt' .IS 1.0<.'.11 Ut'gisllilr. Tilt. ol'i~ill.d ll,tlilil.t1t. will hl' 11l1\\'.lhbl I" tlil" ~1"1l' \,il;tIltt"(lIhh Olliu' lllr pt.rtll.lIll'1l1 liIillJ,:. WARNING: Ills 1II0galto dupllcato this copy by photostat or photograph. Fl'c fur Ihi.. n'nili(.IH~, 52.00 ,'I ~,/ / :.; , 1~iJ.J.l..."..I.":" ,,:c-/..L,.&uw..l'y " l.oralll'JSISlnlr I ~ 3086866 ;JJ..J.di......J!LL~L.w.<<-L2..?~=- / D.lle No, HI~III....I..1 n..-' .. -, ...."'... CO......ONWEALTH OF PENNSYLVANIA. DEPARTUENT OF UEALTU' VITAL RICORDS CERTIFICATE OF DEATH leoron.r) IWI,.I...-" .. IIC\.IflItvHUlolMft I Female I I'lIoCl "_.. tMllf>>"'AI,,~"Oe,_1 ,Scp. 17, 1995 '........1.... Eliz.beth McAlli.ter .. I _I" Jdty ~ '1': 1914 Cln. .. East Pennsboro II'" ._ .......'._r--tl H.rrisburg _)4 ~IO - .. -. !a- .._.":~:"'"::'.::::t:.n' .. .1l1lltAl. 1l'I._ --"........ --, ..-"""-....... CIlaDlNt.f......._NlUIIlU~.._~_,"CU.. (llUDt..t-. ~~I'!l!OiMll~MF'iu PAolmh ::'::::,::,:.. ..120 Filbert st. ......- fAllll'UtlMOl""""""\MIl aJ211n MeA 11 iat ....OI'MlKI."~(T"""..... 1,.0...__. .,......_-1!A-00l - .... a --., HI :::=.::::.. IIOtlll.ft.MA..."..............._...._ 'Ln~A. M~A II '.II."" ~l'iiiii~.~...C.,~.....,f'c.... lll:dlM.\mF.oli~k.l.ng, I'kW,.Q..~;r1lI6 ..0-"'- Mechanlooburg, . rindlo S rtn Como to -.uot.,'l'~ ,. . .. ~, c h. 1 ~ Iltl" ......"'._.....1] pt. 2], 1995 ii.a.....__" rn.fl2:Jl ..... .., ........,.............,.......---,....- .~...dt.... ,. u"'1 _00._, 01........ tI .......,1.00_1 7105 P... scptcmtior 17, 1995 1'.HoIIt.; 1_..__..~__.._w.._DlI__...._*'......_.."I.._.,_...,...... -..-...... 1.......__......- ,")4A1. . ~O HJIt..aoo........-__~II-I... twt............-,..,._..............." --. -- 1--- Sepais, Remote MI ChI_onto Obstructivo Pulmonary OiS08S0 '--p:aiOiM-.ni31~iliCil'l .-oUilOl'........"'I;;;Uii"fii:"i'tit.---~.----- CU-1tt1U'l.....un,i,iu..tlJlll . . _....'...-10 COWI'II1~Of(;..lllll OIC11A1It' "'...... ...... .. ...., ...... ..-. ~"IIO._1 II ... (J ...[1 Ill. n II - .....-- .-. ~- [1 HI. ~=-~__ HL-_ n I'\Jot........"',...._..............*-l_. -.......~_.., .. Coroner ....ll ~ II -- " ...........,., (JilL ' uCl ii bAir.:tei..D......flIo_' 1:1111_____.. ___..-____ IIL~~PL_'20J~~ ..-UII-.lHD~"OfI'l"rlOl""tOU)W'II IIlCWiiliCII.... i,-,nil,.._"'" M Choot L. NOrris ,Coroner 405 F. rW~Y Dr vu Xu Mechan cabuI'1, Po. 17055 u.I".,UI.......,I.._' ~...w__ .. .~ C1UIt ............... 'tlIIT..t_'"'tlCI,ItI!H.,..........."......._..._ ..._,.....,...........,._......, _...'....I_.."'JI ....._oII............._-.......'-..NMIl.I__.._ ,..-... .~UO(Icalll.'...""'~_..._..h.,.."'.....\I'_....,...........,._.',-f "'.._.....--..__.".oM"'__,_._,.....__....._.I__..~,. a J .....OICUIl..~AlCOAOIiII" ClOI__...._IIIII.......""......_.IJI..'.....-....~ttMU......IlItt1I_....I.,..............._.._UIO""".I.... -......ef......".................."........,............'....-..'.......,.,..........,...".."....",. ... 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"';"',"l<\ ,,' 'il >C' ~.} "/ . .L>:' ,', :'c: !!,)<:~'" ';< ,:~,' ':.:~:....,;r:.:'.: .:.:::,~.:,: . :/;;~;'J:H /;'; .,~\<,? '. ,,';,,:,:i' " "". ,'.. . " "':':::':"'::'}~:;'" ':",..,:. ')>,,;,,:,.., ~t~). ~,;;' ,.:;. :. '::.{.c; ,:,,\.:.::i:,::..,<:-. . .. ;..:,,:..,},.,:::', ,':, ~;;';':': ;;"::,'!,::>,%I 7,7: .'. ',.:-,J','" '.,,',,', c,,,,. ,', ",' ":,:.'-': : .' <"';-.:'~-""'" ", ';'.C. .:-:": ;....'...'.:,.., I":" .,',:': :'. 'i' ,,". .::. ';' '. ,: :":::/:,.:::,:... ' . . '" 'C"'<" ..<":,:)+." '.:: r"" '. ;:' i.':. "'~"::;;':';"'.,' '~ . ':': 'C', ",,,";':':,,~"""""i,.":::::'(:::':,!:. ."'::.; ':.:--'.;',:, .,' . .....:~<. ;'.' ",CO " ,>::--- ",..' 'c.....,,: . ,;. " . ;.:"" :' . ,. 1 '.. .;,:. . ;'c:" " ,'. III , . "", '-,'\ ' . H... .,' , l I,;;, ~;' .~, ~ ~ I ~ ;..:;:. ' ,'....;. .. .;' ~. ~ ~ ~ ~ ~ ~ c~ ~~..': ' i .~ E ~ . J I ~ i ~f ~ ':";\~; If ~ ~ i < ~ , i S~ I> ~ ' ~. ;;ii~ 1[', ..:, ,;~;t,/ ' ' "':":":,?,~ '" :,,', '. .:'c'.: .C., ",," :~;:,. ,.. .~J:;;ldi; ~iJ,.; . . ..,. . ..,.~ ~~'~::;" "'.';: "i ~it\~ _ " t-::~ .' . ' . .. "':,'h,' :,;':\:','.",.. ,:",.,: iN:';' ..;., '" .. <' I'" . . . .' . . .'; :.i,~': ,',. :',: >: ,~,.~i..~..,~,.~..,.':,.:~'.':'"':,:.:':'."'.,.', ' ,,' ':. "',' .".:.,~'.."<,~,::'". "< ~ - ":' " .:~,: '. > ~,..". .. . . .. . ....,>.,.,.. ';:: 'i-"-.' , '".." ::,:C.:, ':', ',,' ", " : Ii'!" ,:'J'j; '. . ,'" . :;, "' ~f~!" :'.' . : '. '. . .' '---' ,.. ~..,.. , ... .. . co I. , ,0 " - -- . . ." . . . , . LAST WILL AND TESTAMENT I, MARY ELIZABETH McALLISTER, of the Borough of Mechanicsburg, County of Cumberland, and Commonwealth of pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby reVOking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto THE PRESBYTERIAN CHURCH OF MECHANICSBURG, at Mechanicsburg, Cumberland County, Pennsylvania, abSOlutely and in fee simple. LASTLY. I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG, PA. (or its successor by merger, consolidation or other corporate reorganization), to be the Executor of this, my Last will and Testament. IN WITNESS WHEREOF, I, MARY ELIZABETH MCALLISTER, have hereunto set my hand and seal to this, my Last Will and Testament LAW o""cu 8NELDAtclA 6 El.ICKER ~ , ..... .. l, '. .r .. which consists of two (2) typewritten pages to each of which I have affixed my signature this I'~~ day of October A.D., One Thousand Nine Hundred Eighty-nine (1989). (SEAL) , The preceding instrument, consisting of this and one (1) other typewritten page, identified by the signature of the Testatrix, was on the date thereof signed, sealed, pUblished and declared by MARY ELIZABETH McALLISTER, the Testatrix therein named, 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 subscribed v~~. .7~ ~w orrlc.. 8NlLaAKIR . ILICkl" -2- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) . ) SS. We, MARY ELIZABETH McALLISTER, RICHARD C. SNELBAKER and JANET M. FORRY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last will and Testament and that she had signed willingly, 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 a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. a ~tf1. -1~ .!!-AI W tness SUbscribed, sworn to and acknowledged before me by MARY ELIZABETH McALLISTER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this 1.:34 day of October, 19B9. <S?diu~J ~. ;1i~0 Not ry PU c LAW O"ICI. 8NELDAKIR 6 ELICKER NOTARIAl. $[A1. .:g:,:f~a8Ro r:o'" NOTARY PUBLIC MY COIIlSSION [XPI'RES ~[~~~ - .,.~ . ,;,,'~"':~ _'.....'~ .-:... ".c___;........ . - ~ CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedent: HeAI,LISTER. MARY ELIZA8f:TII Date of Death: September 17, 1995 Will No. 2195-0712 Admin. No. To the Registen I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on'or mailed to the following beneficiaries of the above-captioned estate on January 22, 1996 ~ Address THE PRESBYTERIAN CIIURCII Ot' MECIIANICSBURG. 304 E. Keller St.. Meehaniesbun. Pa 17055 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No eKr.eptinns Date: L')AtJ.... __...; Si-~ 'f"" gnature Januarv 22, 1996 Name Rnnnl(1 ~. Krnmpr P.O. Box 308 Camp 11111. Pa 17991 9398 Address ('. Telephone(717) 730-2257 '." '. r . Capacity: x Personal Representative Counsel for personal representative ",.:.". ,..:, 6:'''- . ,_I :J (.)(J - ..-. .- -- .~ '.. ,- ~ 15-~-,-'-I INHERITANCE TAX RETURN ~~~c!'.tm~grFDR~MmR l:v:Jl/lll c. RESIDENT DECEDENT POVERTY CREDIT IS ClJ.IMED CO""ONWEAL'"OF PENN.VLVAN'A (TO BE FILED IN DUPLICATE FILE NUMBER OEPAA'MEN' OF AEVENUE 21 95 HAAA,.~~=r;.':t~~:...o.o, WITH REGISTER OF WILLS) COUNTY CODE YEAR DECEDENTS NAME (lJ.ST, FIRST, AND MIDDLE INITIAL) DECEDENrs COMPLETE ADDRESS McAllister Elizabeth 419 W. Main street SOCIAL SECURITY NUMBER DATE OF DEATH Mec:hanicsb.1rg, PA 17055 DECEDENT 196-14-4859 09 17 95 07 27 1914 Coun CUmberland ~'"., ANa "'a L~ INI,IALI SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) REV-noo (1(. ('-'41 1. Orlglnol RolUm o 4a. Fuluro IntUfost Compromiso (for d.loo 01 doolh ohor 12-12-82) ~ 6. Oocedont Diad Toslolo Hl 7. Docodonl MoInlolnod a Uvlng Tru.1 (Anoch copy 01 WiD) (Anach copy of Tru.l) .AllJ:J,CORRI!SPONDENCE'AND 'CDNFlDENTlAL:,TAX INFORMAllOH 'SHOULD BE DIRECTED,TO:'i!l!!!!'iillliilllii1IiiH!H'liiilililiii'1I11111II NAME COMPLETE MAIUNG ADDRESS Ronald c. Kramer vice President me Bank, N.A. TELEPHONE NUMBER P.O. Box 308 717 730-2257 Hill PA 17001-0308 1. RoolEstalo(SchoduIoA) (1) 43,935.40 2. Stocka and Bonda (Schodulo B) ( 2 ) 1 , 768.00 3. CIoOGly Hold Slock/PlIlInorahlp Inlorosl (Sch. C) (3) None 4. Mortgagos and NOlos Rocelvablo (Schodulo 0) ( 4 ) None 6. Cash, Bank Dopoolta & Mlocellanoou. Poraonal ( 6) 3 ,864.29 Proporty (Schodulo E) 6. JolnUy OWned Propofly (Schodulo F) 7. TranofOl1l (Schodulo G) (Schodulo L) 6. Total Groas Aaaota (Iolal UIlOlII-7) 9, Funeral Exponses, Admlnlstratlvo Cosls, Ml9collanoouo Expon..o (Schodulo H) 10. Dobta, Mortgago UabllltJos, Uona (Schodulo I) 11. Tolol Deductions (10101 Unos 9 & 10) 12. Nol VoIuo 01 Eslalo (Uno 6 minus Uno 11) 13. Chlllllablo and Govommontal Boquosls (Schodulo J) CHECK APPRO- PRIATE BLOCKS o 4. LImIted Eslalo 20. II Uno 19 Is roalor Ihan Uno 18, onlor lho dllloronco on Uno 20. This Is lho OVERPAYMENT. ~, :alliaIUi.,.'tf!' ,'.-, n!n'UUUn' '"lIfretUnd'o' "our"ove" ,.,,- "'ent:il!l:IWi!liil!I!Ii)!IIIWil:iI' 21. II Uno 18 Is grollor thin Uno 19, onlor lho dlfforonco on Uno 21. Thlslslho TAlC DUE. A. Enl...lho Inl....., on lhe ballnco duo on Uno 21A. B. Enl...tho 10101 of Uno 21 and 21A on Uno 21 S. This Is lho BAlJ.NCE DUE. Mike Chock PI able to: R Illor 01 Willa. A nt :iillilllll;UIWlh1illilllilllllllliliillllll,!:Iliillllllll-':illlli_liBEiSURE,:rO AHSWER'~'QUEST10NS ON PAGE 2ANO ,TO RECHEClC'MATH !""!II",...lIlllii!:Wiliillllllllllllllllliililillll!li:ill'IIIIII!,!I!ili n I)f' pen 0 POrjury, aro I at avo oXamlne I 9 rolurn. U 109 accompanYing scho U 9 and statomonls, an 10 tho aiD fJ1V kno go and bollef, It Is bUO. corred and completo.l doclaro that all roal 091810 has boOn roportod allruo markot valuo. OocJaratlon of proparor other than tho porsonal roprosonlatlva Is based on aJllnlormaUon of which proparor hIlS any kno~odgo. SIGNATURE OF PERS N RESPONSIBLE FOR FILlNQ RETURN ADDRESS DATE 3!~'1"1. DATE CORRES- PONDENT RECAPIT - UlJ.ll0N 18. Spou..' nan.r'''I'ar datil 01 dealh aft" 11-30-041. 8u Inltructlons for AppNc.ibll Plre.ntlg. on Pig. 2.llncludl ....Iu.. from 8eh.dull Ka, lIeh.dul. M.I 18. Amount of Uno 14taxablo at 0-,(. ralo (Includo valu.. from Schodulo K or Schodulo M.) 17, Amount 01 Uno 14taxablo 8t15"0 raiD (Includo valuoslrom Schodulo K or Schedulo M.) TAlC 18. Prlnclpol tax duo (Add lax Irom Un.. 15. 18 and 17.) COMPUTA" 19. Crodlts Spou..IPovertyCr.dlt Prior Paymonts 11~ + SIONATURE OF PREPARER OTHER THAN R RESENTATIVE ADDAESS PA15001 NTFI1I7lI CopyriGht Form. SoU.a,. Only, ".. HIIc:o,lnc. Nt4PAOOt 14 (16) .. . - (18) 0.00. .06 . (17) 0.00. .15 . (18) Dlocount InlUfost (8) (7) None 50,581.98 (9) 14,827.34 (10) 3,8B7.41 + 0712 NUMBER 3. Romalnder RolUrn (lor dltu 01 dl.,h prior to '2-1'.121 o 6. Fodorol EsIII. Tax RolUm Roquiled -.Q.. 8. TOlol Numbor of Safo Dopooll Bo,.. IllilliIlIllHliIIl'IJi!III,'illn (8) 100,149.67 (11) (12) (13) 18,714.75 81,434.92 81,434.92 0.00 0.00 0.00 0.00 (19) (20) 0.00 (21) (2M) (21 B) 0.00 0.00 0.00 - - ~~, ." 'Ji'i(.~f~;;;:~~~.:~~~i;&lit:;l:I:\l'iri~5.tf.i,:'riit;r:;;I{~~:r;;,f:J:/if!i!!J:L~.";:: , '" ~ . :\Lt'("l+~: ",..p..,,.U -,..\tN..... '....\. . , ' '.-,".. ',,"; '.::; ',' ".~~,.:,' ::., ,;' ,_ . ,_,," ,l' " "\ ,I: '-; ;., ',' ' '-:" ,'C,> , ,'; ;',>." " ' :i ,,',;,:/;'-/ ."',;::. '\' :i""", ";>, - .; , :: ;:>,:~'~:::;~i:";;";/;:'~;:i:' .;' '96 MAY 31 P3 :42' " ' , ,,'-"," ':., ". ." '-'Co, ':-:'::,. ,,- " -.- ,,' ' , , ' ',' /:' ,.):;' 'ClerV;,\'r ".:;;I'!, Court -,' ,,,,' , .' ,'::'~y';'i ,. :y;~;(CU":",,"." CQ" PA ";f . :>,-:~~ , . . .,._", . "" :. " ,. " oi?' 1'~" 'v:: ; , ' ) }fM'i~,,;\t . " -',': _c. .' '-:', ',::~ ,;':':;:(' .ii,~~5;;.~2;';';!~" ':,: ::\~, .,; ,,' ,-.'-" ';, ' ";:~:-.!",,. ,< " . ,_: :, . _.:::;:Z~ {:~~;': ,,!,:' ::, ?" : ; ":' ;;, I " ' ',' . .. _ ,:;';' :<';':''''''/ \,:-: ,~; ", i.'_. :..'" t~ " ':" ,.' _: )"r,/::->; "_ "_ :.,--:'. c. , ' i.-;,: , 1~;,~: :'; . ' ,.'. ;~,\; ': :,:' ::~,.;;J~:;:",.~::: ;:, > ~,.: ' ,7,,',' '~-'~' "'" . ' -~ ' ,.~;;, ~':'.' ,',:: :"~';;i ~/ '~;:::\:';r~,~:,'.' r,;>' \~U . .." 'c"~~//'.- - . . .. . ,', > ", . " .' ::':__,~.< ,,;';:, i,: .,,~ '" . . " . .:. -.,", ; :, ''';'.' -",' -;. , " _ ';_: ,.',;:':"" . ,:' .C{' ,:',;,n _\ .... _ ,,,.' C ';'"-''' :'- ':: -. : ,....::' -. ' I. ....:. ,; -- ~::":""/'" ,:,>".' <" " ,';' ."";;.'-.\: .' .':;, . {:",,::' :--.: _:;:::,...\ ;',,, "',~", ' ','.', ," "'<:-,' -- -""".,,' .,;'''.'':.-', " _. __ ,__ .. ';_ __ __ ," .',- ',i",', ' . .'" " ," - -- '. '.. -'..";, ..:-:. -.}.: .. - ,-,'. . ' --"',,,,'. . -- " ,',:- ' .. ;::-, " '-':,~:.>.,.: ..,:,: --' . . - .'-- -- --...' ,,; -- ,'" - , . "\ i."".; , .~ Rec:orouO Ollico ot RO(jislor Of Willa "') \"\\\ ~.:- ~,~ < - ' ' . - ::,,/;~':;'" ',. ..... .... ...... -: :::...,,"-.(.,/'::,':-,:/, ...;'" ',"":>.'" ,,' ,.';':,': .... " "'.. ... _"_ ._;_ ':_" :C, ,'.' .-:,- ""," " . '. "- -,"- "',:<:,,:-J, ',':-'-' .-- .' ,._." w~..,. :\~j,";, ~;~, " -, '. '",. .. " W~'ii:,,-, - . " ..:,,:,,:.:.. ;;:;,.\cc :;.,::_~-:.'.".:' ,':;':,';',-' .;',:>;,:-",," ::";"-- ., _' ,__ ,,:(!\~[~;~::':'<'i.;:;,__::,.:;L"":: < " ,'; ;',:.. - . . "':"":";::_'."":"",' _:'''~::.\',t''; , . .... ;'-::,:" ''''''.',. ,;L::::::: '.'. '< ,,&.~,~!;..; '. ,;,..";::'~~. ;,.:?:..... ", ~ - ,.,' .,' . PA REV-I 110O EX (7-04) Pago 2 Act 1#48 of 1994 provides for Ihe reducllon of Ihe leK roles Imposed on Ihe nel value of transfars to or for Ihe use of the spouse. The rates as prescribed by the stalule will be: . 3% (.03) will be appllcabla for eslales of decedenls dying on or after 711194 and before 111198 . 2% (.02) will be appllceble for e,Iales of decedenls dying on or after 111196 and before 111197 . 1% (.01) will be applicable for eslales of decodenls dying on or after 111197 and before 111198 . Spou8B1 transfers occurring on or aftar 111198 will be eKempl from Inherllance taK. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (II) IN THE APPROPRIATE BLOCKS. YES NO 1. Old docedont rooko a tranalo< and: a. ralaln the uso or Incomo ollhe proporty tran.lorrodO' ..... .. ....... . . ... .. .. . . ... . ... . . ... .. .. ...... . . . ... ..... . .. .. X b. rotaln the right to doslgnato who ahall uso tho propor1y tranalorrod or lIa locorno" . . . . . . .. .. . . .. . .. .. .. . .. .. . .. .. .. . .. .. .. . X c. relaln. r8V8f1llonary In1OfBSt; or.......... . . . .. . . . ,... . .. . . .... . . ... . , .. . ... . .... . .... ..... ..... . . . . . . ..... ..... X d. rocolva the prorriso lor 1110 01 oIthor paymonta. booollla or coro? . .... . . ... .... .... ..... . . ..... ........ . . ...... .. . ., ... X 2. II death occurrod on or boloro oocombor 12. 1082. did docodont within two yoara procodlng doath tranafo< propOr1y without rocolvfng adoquato conaldoratlon? II death occurrad allo< Docombor 12, 1002, did docodont tranato< propor1y within 000 yoor 01 doath without rooolvlng adoquato consldorallon?...O'.......................................................................... X 3. Old docodont own an 'In 1rUatfo~ bank account at hla or hor doath? .... . . ... .. .. .... . .... . . ... .. .. .. .. .. . .. .. . . . .. .... .. 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. PAl5002 NTF"'O Cop)'flghl Forml Sollw". ani)', 11M Nlleo,lnCo NI4PAOOZ 1 , ." REV-1l102 EX. (12-Be) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RImJRN RESIDENT DECEDENT UTAn!!I" FIUl HUMBER Maty Elizabeth K::Allister 21-95-0712 (Pn>pe<Iy JolnUV-owned wtth Right olSUIVlvo""", mUlt bI d1..lolod on Bchodull F) All r..1 lltale Ihould bI r0p0r1od at lair _I valua _ to doIInod ..11M prtoa al whloh prapor1V would bll.changod bllw..n a wtlllng buyar Ind a willing ..liar, nllth., being oompollod to Of.... both havt ___ knowl 01 thl "1lvlnt 11010. ITEM HO. DESCRIPTION VALUE AT DATE OF DEATH 1 Real prcpert:y loc:ated at 419 W. Ma.in SL..eet:, Mec::hanic:sbn:, PA 17055. ~.~Q fram sale on 10/27/95 J\dd: Prepaid sdlool taxes less: Transfer tax 43,935.40 $44,000.00 375.40 440.00 Copy of settlement sheet SUWlied. TOTAL AIIo enlor on Uno 1. Roc ltullllon (II more IpIC8 II MOdod,ll19<<laddlllonoleheol8 ollome eize.) s 43 935.40 PA1S021 NT' ,lit Copyright Foun, aaflwar.OnIy. "M N.Ico,lnCo NMPAOZ' REV-'.o, EX. C4-1I, COMMONWEALTH OF PENNIIYl.VANIA INHERITANCE TAlC RnUAN RElIDrNT OECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FIll! NUMBER Mary Elizabeth ~lister (All property JolnUy-ownod wlth RighI 018urvlvorahlp mUll... d1aclolod on 8chodull F.) ITEM NO. 21-95-0712 DESCRIPTION VALUE AT DATE OF DEATH 1 30 she. Pennsylvania Power & Light c:Drpany, 4.400' Preferred @ $57.8333. Dividend aocrued thru 9/17/95. 1,735.00 33.00 TOTAL Also enlD< on line 2. RocI lIullllon (II mor. Ipace II needed, Inoerl.ddlllonal 8heela o. 881110 81ze.) s 1 768.00 PA1&031 NT"'" Copyrloh' Fo,m. Sollw". Onty, '1M N.Ico,lnCo NMPAo:1t ......--.--........--. ..._~... .. ....~. ~....-..._.. -::......., .-. REV- no. 0. (I-II, SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PIGue Print or FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHl!RlTANte TAlC RETURN RI!SIDI!NT DI!CI!DI!NT ESTATE OF Mary Elizabeth Mc'Allistar All ofn -owned with 111. RI hI olSurvlvorahl InM NO. 21-95-0712 mUlt be dl.cla.ed on Schedul. VAWI! AT DATI! OF Dl!ATH DESCRIPTION 1 PEm'F- ReimbJrsement far prescription drugs. 2 Seid1e Memorial Hospital - Refun:l of unused personal furxl aoc:oont.. 3 General Waterworks of PA - Refun:l of unused fees. 49.06 20.76 36.36 4 Blue Ct'OSS - ReUabJrsement far prescription dn1gs. 5 Internal Revenue Servioe - Individual incane tax refund far: 1994 $2277.00 1995 623.00 6 civil War artifacts. 169.B9 2,900.00 35.00 7 O"..,...lWe8lth of Pennsylvania, state etployes' Retirement System - ~nt was receiving $1,074.B8 per month. All benefits """,,=1'1 upon death. Final payment thru 9/17/95. 0.00 653.22 TOTAl. AI.. onlOl on line ~. Roc ltulallon S (Anach addlllonaJ 8 fl'Z'. ff" ahoota n moro apllC8la noodod.) 3 864.29 PA15011 NT' .." Copyright FOfln, 801l..,.Onl1, 1'''' Htlco,lnc. N'4PA0l1 ,,_"'1~_"':;o,......,....1>''''':, - REV-IMO EX . (2-87) COMMONWEAl. TH OF PENNSYLVANIA INHERITANCE TAlC RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER Mary Elizabeth McAllister 21-95-0712 THIS SCH. MUST BE COMPlETED. FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES. DESCRIPTION OF PROPERlY DECO. DOLlAR VALUE ITEM Include name of the ".nalafOB, thalr EXCLUSION TOTAL VALUE '" OF DECEDENT'S NO. relltionlhlo '0 decedenl, dllO ollrln.'or, OF ASSET INT. INTEREST me Bank, N.A. (previoosly 'lbe First Bank & Trust 0::Ilpany of MechanicsbJrg), Trustee under l\gl:eement dated 3/10/92 with Mary (Elizabeth) McAllister for Self, l\COC:mIt No. 27-27-001-5526007. Trust terminates to estate. CkJpy of trust agLeement supplied. 1 5M united states Treasury Note, 5,058.59 dated 4/30/91, 7.625\ due 4/30/96 @ 101.171875. Interest accrued thru 9/17/95. 145.04 2 10M united states Treasury Note, 10,134.38 dated 5/31/91, 7.625\ due 5/31/96 @ 101.343750. Interest aoorued thru 9/17/95. 227.08 3 Incx:me balance on 9/17/95. 11,869.14 Incx:me a=ed thru 9/17/95. 34.06 4 Principal balance on 9/17/95, net 23,103.76 of $1,000.00 security deposit received 9/13/95 on the sale of and included as part of Schedule A, Item one. Incx:me aocrued thru 9/17/95. SB.7B 5 Trustee fees acc:rued thru 9/17/95. (48.B5) TOTAL (All. onlot on Uno 7. RocAolllllation\ S 50.581.98 (II moro .poco I. nooded, Inaort.ddltional .hooto ol.arno alzo.) PAIDIOl NT' "". Capyrlghl Fa,m, Sail..'. Oftly, 11114 N.Ico,lnCo NII4PA101 AIV-tl" U. ('-III SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES CO......ONWEAlTH OF PINNIYlVANIA lNHIAITANCE TAX IUTU"N AIIIOINT OICIOlNT Pi.... Prlnl or lY\M FILl! NUMBER 21-95-0712 E8TAT\! OF Elizabeth McAllister mM NO. A. Funorol EJqMnIOII DESCRIPTION AMOUNT 1 Malpezzi f\InerIll lkml - f\InerIll expenses. 4,91B.60 B. AdmlnlalraUv. CooII: 4,700.00 I, PllIIOnol RopIOMntlllV8 COmmlulona Soclol Secur11y Number 01 poroonol Rop,...ntIIlVI: Vllt COlTfl1iulonl pold To be paid. Name: PNC Bank, N.A. :z. AttDlllO'/ Feeo Name: snelbaker & Brenneman 3. Fonily Exempllon ctoimllnl Rlllllonshlp Add,.... 01 ctoimllnt II decedenl'l d.llh 4,700.00 0.00 S1I881 Add'... City 51118 ZIp COd. 261.00 4. ProbalO Feeo C. MI_UanoouaExpenou: see SChedule attached Total fran continuation 247.74 14 827.34 TOTAL Also .nlor on llno 0, Roca IIulallon $ (II mo,," opace II n.odod, Ina." .dd1Uonal IhlOlI 01 ..m. .1...) PAI11I1 NTF.... Cop)'right For",. Soli.'" Only, 11M N.~. Ineo N..PA1 1 1 EBtate of: M!Iry Elizabeth M::Allister satEDULE H, PARI' C - Miscellaneous Expenses Page 2 21-95-0712 Item No. Description l\IrQ1nt 1 Pennsylvania Deparbnent of Health - 6.00 '1\10 death oertificates. 2 Black & 5a1 - 31.80 Lawn maintenanoe. 3 tm Corp. - 20.21 utility service. 4 Pennsylvania Power & Light Calpmy - 8.58 utility service. 5 EVP SysteIrs - 24.00 Date of death asset valuation service. 6 -"""""rd SUrety Calpmy - 15.15 Replacement of lost stock certificates. 7 snelJ:laker & Brenneman - 139.00 Re.bnbJrsement for legal advertisirJ;J. B Register of Wills of c.\lmberlarxl COOnty - 3.00 Short oertificate. rorAL. (Carry forward to main sd1edul.e) . . . . . . 247.74 RtV.I.UUtltlnJ COMMONWEAL TU 0' PENNSYLVANIA INHERITANCE TAX RETURN RUIOtNT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI....Prlnlor IFIll! NUMBER 21-95-0712 .,...".-". . -~'1~i I!STATI! OF Mary Elizabeth McAllister ITEM NO. DI!SCRIPTION ---." ..~,._, - AMOUNT 16.B6 5.28 13.94 70.70 2,369.30 1,411.33 3 887.41 !. 1 PHlTA- Prescription sarvioe. 2 Pennsylvania Power & Light CcIIpmy - utility sarvioe. 3 001 Corp. - utility sarvioe. 4 I3clI:'oogh of Mectlanic:sb.1rg - sewer and refuse sarvioes. 5 seid1e Memorial Hospital - Professional sarvioes. 6 Harrisb.1rg Hospital - Professional sarvioes. TOTAL Also .nlor on IIn. 10, R Itulotlon (II more Ipece 10 noodod. Insert .ddltJonolohoots 01 same Biz..) s PAl&t2t NTF .... Cap)'flllhtFa,,,,. Saflwar,Only,11..N.ka, In"- N14PA121 AEv-un EX..I-". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Elizabeth McAllister ITI!M NO. NAMI! AND ADDRESS OF BENEFICIARY RI!1ATlONSHIP 21-95-0712 AMOUNT OR SHAIII! OF I!STATE A. Tax.bIe BeqUaala: ITI!M NO. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARI! OF ESTATE B. Charl1.ble .nd GoIlll,"menlalllequeo1s: 1 'l1le Presbyterian 0lurcl1 of MechanicsbJ.rg MechanicsWrg, PA B1,434.92 TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS Also enl., on line 13. R lIulollon (II more apace I. naaded, Inaar\.ddIUon.1 .h..1a alum. Iln) s 81 434.92 PAI5131 NfF 1220A COp)'fIOhIFo''''1 801t.lr. Olllv, 101M Nllco,lnc. NIMPAt3t .... A LAW O'''CU NI1.IAKIN . El.ICKIl" LAST WILL AND TESTAMENT I, MARY ELIZABETH McALLISTER, of the Borough of Mechanicsburg, county of Cumberland, and Commonwealth of pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto THE PRESBYTERIAN CHURCH OF MECHANICSBURG, at Mechanicsburg, Cumberland county, Pennsylvania, absolutely and in fee simple. LASTLY. I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG, PA. (or its successor by merger, consolidation or other corporate reorganization), to be the Executor of this, my Last will and Testament. IN WITNESS WHEREOF, I, MARY ELIZABETH McALLISTER, have hereunto set my hand and seal to this, my Last Will and Testament i I \ , I I I I .. COMMON;~EALTH OF PENNS~~VANIA 5S. COUNT~ OF CUMBERLAND We, ~AR~ ELIZABETH McALLISTER, RICHARD C. SNELBAKER and JANET M. FORRY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, 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 a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue , influence. q,u~-- W tness ;I ~~r ~ I. ;' ~"-'1-- W tness SUbscribed, sworn to and acknowledged before me by MARY ELIZABETH MCALLISTER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses, this 1.:J..d... day of October, 19B9. cs?~~.(.u r7., '--~~~~ Notrry ~1c LAW a"le.s NELDAKIR . EL.ICtClft IlOTMIAl. StIl. ,mlCIA ~. rHOlSOll NOrM' PUILIC II[CliAHICSIllI8 IOllll . . Il'f COtIISSIOII mr'1U w:.[~~:"~,~ . - , . which consists of two (2) typewritten pages to each of which I have affixed my signature this ;'Jr~ day of october A.D., One Thousand Nine Hundred Eighty-nine (19B9). (SEAL) , The preceding instrument, consisting of this and one (1) other typewritten page, identified by the signature of tho Testatrix, was on the date thereof signed, sealed, published and declared by MARY ELIZABETH McALLISTER, the Testatrix therein named, 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 subscribed as witnesses hereto. .'---' /. , /t1A-ULr' )-;ff. '" :;'OJ'-^Y .....w O,"CI' .NII.:lAKl:ft Ii IL.ICKI" -2- '-..-..".--.,...,......,c....:..; ~rL . tJ09-I// 7.('"0':; -, 7 it tL,. IRWIN, McKNIGHT & HUGHES 60 Wl!STPOMFRI!T STREET'CAlUJSLE. PENNSYLVANIA 17013.3216 (717) 249-2353 MEMORANDUM OF SETTLEMENT Sold by: HAB.Y ELIZABETH McALLISTER ESTATE Sold ID: I1ARIlY E. LINE AND ItATDY E. LINE Date of Sculcmcnl: OCTOBER 27TH. 1995 LocatlonofPtoperty: 419 W. KAIH STREET, KECUAHICSBURG Purchase Price. . . . . . . . . . . . . . . . . . . . . . .. S 44,000.00 DownPayment........................ S 1,000.00 BaJancc. t ... . . . ... . .. . . . . . . ..... . . .. S 43,000.00 Mltl'elhftl'!ot $ 4,120.00 BOYER OWES Tax Alljustmcnt: ~ TO Julyl,1996 FROM OCT.27,1995 Mill Rate: 127.00 Annual Tax: 5l2.78 Pro Rata Share 247 County and Road or Borough: TOJanuary 1,1996 FIlOK OCT.27,l995 Mill Rate: 39.5 Annual Tax: 159.49 ProRataShare 65 (days~.,.., @$ 1.404 $ 347.00 BUYER OWES (dayI)-..._..I~r @S .4369 Total: $ $ 28.40 375.40 ScUcrto Buyer. ...... . .. . .. ..... . .... . ... S Total Paid by Buyer to Seller..... . . .. .. . . . ... .. . .. . .... S Total: $ Paid II".. -'lI" SELLER 1995 tax bUIlD taxcoUector mJll To Pay: BOYER 19 tax bUIlD tax coUector Water. .. ... . . ... Gas........ . Sc:\vcr........... Elcc:trIcll)'... . Phone. . . .. . . ... . In.su.rancc . . . . * Fixtures ......... Keys ........ "."", .>.m "V1>J:NIlJ:1l TO RP RnRNR RV, . .~~ l'< -'< .' .'.~ ~," ';- i :1,. :~. :L r t ,-. " I" '. , i; " J it {L, IRWIN, McKNIGHT & HUGHES 60 WEST POMFRET STREET' CARLISLI!, PENNSYLVANIA 17013.3216 (717)249.2353 ;(."'?'"'" ~ . . c~-//17.r0.3 MEMORANDUM OF SE'ITLEMENT Sold by: HAllY ELIZABETH McALLISTER ESTATE Sold 10: UARIlY E. LIHR AHll ItATBY E. LIHR Date of Settlement: OCTOBER 27m, 1995 Loc:atlonofPropeny: 419 W. KAlH STREET, KECllAHICSBURG Purchase Price . . . . . . . . . . . .. .......... S 44.000.00 DownPaymcot.... ...... ..... ......... S 1.000.00 Balance. .... . . . . .... . . .... . . .. . . . ... S 43.000.00 ScUcrtoBuyer... ...... ..... ..... ........ S Total Paid by Buycrto Seller.. ..... . . .... .. ... . . ... . ... S A.-......nt S 4,l20.00 BllYl!ll OWES (daya)~II1t."' @$ 1.404 BllYl!ll OWES (days). -- ..-'I'"'f @ S .4369 Total: $ , S 347.00 $ 2B.40 375.40 Total: $ Paid Ik"",-v SELLEll 1995 tax bUlIo tax collector :ant/ToPsy: BUIEIl 19 tax bUlIo tax collector WatJ:l........... Gal......... Tax AlijIlllmcDl: ~ TO lulyl, 1996 FROK OCT.27,1995 Ml1lRate: 127.00 AnnualTax: 512.78 ProRataShanl 247 County and Road or Boroush: ro1anuary 1,1996 PROtI OCT.27,1995 Ml1l Rate: 39.5 Annual Tax: 159.49 Pro Rata Shanl 65 ~........... Electricity'.... Phooc........... 1nsuraDco.... * FlxturcI......... KcyI........ SFI I Fit FEES AND EXPENSES TO BE BORNE BY: BUYER KECIlANICSBURG Transfer Tax ... .. $ 440.00 Attorney Fcc . . . . . . . . . . . . . . . . . .. S Notary Fcc . . . . . . . . . . . . . . . . . . .. $ Total. . . . . . . . . . . . . . . . .. $ 440.00 Satisfaction of Mortgage . . . . . . . .. $ Satisfaction of Judgments . . . . .. $ ....... $ ....... $ Tax Adjustment. . . . . . . . . . . . . . .. $ Selling Commission. . . . . . . . . . . . . . $ ...... $ ...... $ ...... S ...... $ Total Expenses, etc. . . .. ., $ 440.00 Total Received by Attorney. . . .. .. $ 43,375.40 Total Paid Out by Attorney. . . . . .. $ 440.00 Balance Paid to SeUer . . . . ., $ 42,935.40 Attorney Fcc . . . . . . . . . . . . . . . .. $ PA Transfer Tax. . . . . . . . . . . ... $ Notary Fcc . . . . . . . . . . . . . . . . .. $ Recording Charges. . . . . . . . . . .. $ HrG PAY-OIPW~ '1'\llJST" .. $ .jW)._ "_lj_n._._ . . . . . . . . . .. $ 1% FEE/FAIlHEIlS HAT. . . . . . . . .. $ TAX ADJUS'1lWl'r '1'0 .SKLLiWl ... $ ........... $ ........... $ . Total Expenses, etc. . . . . . . . . . . .. $ Balance of Price . . . . . . . . . . . . . .. $ Grand Total. . . . . . . . . . . . . . . . .. $ Mortgage .FAIIHEIlS. HAno~. . .. $ Balance DB. roo BIlYEllS . . . . . . .. $ 375.00 440.00 2.00 26.00 B43.00 4,692.73 500.00 375.40 6,411.13 43,000.00 49,411.13 50,000.00 58B.87 IRWIN, McKNIGHT & HUGHES /1 . By: ,f /~ ""3. ~ '- THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG. PENNSYLVANIA TRUST AGREEMENT This TRUST is established between The First Bank and Trust Company, Mechanicsburg, PA as Trustee and the undersigned as settlor. The Settlor hereby grants and conveys to the Trustee all right, title and interest in the cash amount indicated below and to any other assets or liabilities set forth on Schedule "A", which may be attached to and made part of this agreement, IN TRUST, NEVERTHELESS, to hold and manage in accordance with the terms and provisions set forth herinbelow. In managing these and any other assets subsequently transferred to this TRUST, the Trustee is charged with the following duties: keep the assets safely: use the care and attention which a reasonable prudent man would devote to the management of his own financial affairs considering the economic conditions of the time: advise the Settlor monthly of the past month's transactions and the valuation of assets held at month end, and annually of any necessary information for the preparation of the settlor's tax returns: transfer the net income each month to the principal of the TRUST for reinvestment, to or for the use of the Settlor, to the Settlor's checking account as indicated below. In addition to those powers granted by law, the Trustee may exercise the following powers in order to perform the above duties: receive proceeds from the sale, maturity, call or conversion of TRUST assets: invest in and buy or sell assets (inclUding real or personal property, mutual funds, common investment funds, obligations, deposit accounts with The First Bank and Trust company of Mechanicsburq, PA and stock of its affiliate PNC Financial Corp) subject to the settlor's guidelines indicated below I borrow money at reasonable rates and pledge TRUST assets as collateral should it be prudent to do SOl pay any necessary expenses, including reasonable Trustee's compensation I allocate transactions between income and principal as the Trustee deems bestl and handle routine matters according to the Trustee's best . judgement, including but not limited to making timely exchange of temporary issues for permanent, executing proxies or voting shares, buying or selling fractional shares, and exercising holding or selling warrants representing rights received in corporate recapitalizations or reorganizations. The Settlor may altar or amend this TRUST in any way provided that such change does not result in making the TRUST irrevocable or creating dispositive provisions to take effect at or after the Settlor's death. The Settlor may add to or withdraw from the TRUST'S income or principal at any time, subject only to providing reasonable notice. The TRUST shall terminate upon the settlor's death of the last surviving Settlor and undistributed income being paid into the Settlor's estata. The Trustee may expend TRUST income or principal in behalf of the settlor at his discretion or in behalf of any named beneficiary to the extent of his beneficial interest. only the Settlor shall have the power to assign or encumber his interest in the TRUST or otherwise cause its assets to become liable for the payment of a beneficiary's personal obligation or debt. The Trus~ee is responsible for losses caused by its gross negligence but not for other losses such as, but not limited to, those created by fluctuation in market valuations. The Trustee is not required to account to anyone, except as described above, unless expressly directed in writing by the Settlor or his personal representative. Either party may terminate this TRUST at any time, subject only to providing reasonable notice. c\ '~ , M f(l "--,'Q ~~ g~J ii;J }/~"" .';iJ: ,11:: t~ ~! 7L._ .c.~. ,. ;;'1 j:tA "'"j <;'0; "'-" ',':'Ie} {{.~1 '""1 ',-~ c._, 'I , I~; n_~:i ,"., 'J "~-_ ':It:''*'",>,,, i~_.:,;,;;,.,..;;;+"":";-tit-,,,,,,",_.,;..d$tr1-~,wil; ;.._.~,'.;;""'~~ "- . . INVESTMENT GUIDELINES , Taxable bonds , Common stocks , Tax exempt bonds I()O , Trustee's discretion INCOME TRANSFER ~For reinvestment INITIAL CASH DEPOSIT $ To Marv McAllister Name address shown '196-14-4859 Social Security Number Officer ,;,' , :' ',-n-/~/1!/i4'-;~'- Attest ~ ...--r:;/-<- Accepted By: The First Bank and Trust Co., Mechanicsburg, PA By (l:....a~~~ Autho~;d o~r ONLY YOUR ATTORNEY CAN PROVIDE LEGAL ADVICE ~i'>;' t/ 15-S-7 - t/ / n I REV-1547 EX AFP 112-95* CDttHOHWEAL 'H OF PE"'SVLVAHU DtPU'HEN' OF REVENUE lUA[AU OF INDIVIDUAL 'AX[I DtP', 110601 . UARAUIURG, PA 11121-0601 ACN 101 NOTICE OF INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT DF TAM DATE 09-10-96 FILE NO. DAT! OF DEATH 09-17-95 COUNTY CUMBERLAND NOTEI TO INSURE PRDPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM PAYHENT TD THE REGISTER OF WIllS. HAME CHECM PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: RONALD C KRAMER PNC BANK NA PO BOX 30B CAMP ::iLL PA 17001 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 . A.aunt R..Hted .1 CUT ALONG THIS IIINE .. RETAIN LOWER PORTION FOR YOUR 'RECORDS ~ ii!'v:i54-j-iX-iiiijo--ii'2:9S-niiiYicnijQ-riHiiiifANCn:'AX-XPpiiXisiifENy-,--iir.rciiiiiifci-cfJi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTAT! OF MCALLISTER MARY E FILE NO. 21 95-0712 ACN 101 DATE 09-10-96 TAM RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel E.t.t. (Schedul. A) n) , 2. stock. ."d Band. (Schedul. B) (2) 5. Clop.ly H.ld Sto&k/Partn.rahJp Int.r.at (Sch.dul. C) 15) 4. Hartgag../Not.. Rac.ivabl. (Sch.dul. 0) (4) 5. C..h/Bank O.po.it.'Miao. P.r.an.l Prop.rty (Sch.dul.,E) (5) 6. JoJntly Ownad Prop.rty ISch.dul. F) (6) '7. Tran.f.ra (Sch.dul. 0) (7) a.- Tat.l An.t. CHANGED 43,935.40 1.768.00 .00 .00 3.864.29 .00 50.581.98 IBI 100,149.67 APPROVED DEDUCTIONS AND EXEMPTIONS: t 14,827.34 9. Funar.l Exp.n..a/AcbI. Coa .IMhc. b:pana.. ISchedule H) I') 10. O.bh/Hortgag. LJ.bilitJ../LJena ISch.dul. I) (10) 3.887.41 11, Tat.l Daduction. nl) _ 12. N.t V.lu. of TaK R.turn (12) 15. Charitabl./Govarn..ntal a.qu..t. ISch.dule J) (15) 14. N.t V.lue of Eat.t. SUbjeot to TaK (l4) NOTE: If an aBBesBment was iSBued previouBly, lines 14, 15 and/or 16, 17 and 18 reflect figures that include the total of ALL returns aBBesBed to date. ASSESSMENT OF TAX: 15. Aeaunt of Lin. 14 at Spau.al rat. (15) l~,'Allaunt of Lin. 14 taxabl. at Lin.al/~l... A rat. (16) 17. A.aunt of LJne 14 taxabl. .t Collat.ral/Cla.. Drat. (17) 18. Principal Tax Du. lR.71~ 7~ 81, 434.92 81.434.92 .00 will .00 M .00. .00 M .06. .00 M .1s" llel .00 .00 .00 .00 TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCDUNT <<+ I INTEREST I-I AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00, . IF PAID AFTER DATE INDICATED, SEE REUERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NG PAYHENT IS REQUIRED. IF TOTAL DUE I!> REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I ~ no ~?i <: \d C,", _, :0 ..1!JI 1;1 Cf1 -. R(~"IDHI 0, '0 .- E.tet.. a' ~c~t. dvln, on or b,'ar. o.c.~r II, .911 .. If ~v future Int.r..t In the;..t.t. IMren.f.re-d In po.....lon or ....JaVMnt to Cl... I Ccall.tar.U beneflchrl.. of the d.ced."t eflu u;. .ltPlnU af."v ..tilt. Ilf. or for y..r., the Coe.~.lth herlbY .KPr...lv r...rv.. the right to appr.I.. and ...... tren. r Inh.rlt~. .t the l.wful CI... I (coll.t.r.l) r.t. on eny .uch future Int.r.,t. f.. Taw.. P\JIlPOs( llF NOTltEl To fulfill t~ r.qulr.eent. of s.ctlon ,14D of the Inhlrlt."c. ~ E.t.t. Taw Aot, Aat 22 of 1991. 72 P,S. S.otlon ZlU. PAVHEHTI Detach the top portion of thh NoUc. Ind lubalt ..Ith your p'v...,t to the A.,hter of IIIU. prlnt.d on the r.v.r.. .ldI. ...".... check or .onev or.r p'Vabl. tal REGISTER OF MILLS, AGENT All p.v-ent. r.c.lv.d .hall flr.t b. applied to anv Int.r..t which .av b. due ..Ith anv r...lnd.r applied to the t.IC. AU\l(D (eR)1 A raflMtd of . talC credit, which .... not reque.tad on the Tew A.turn, .ay ba raqu..tad by caepl.Unll en "Appllutlon far A.flMtd of P.......ylvllnl. Inheritanc. end E.tat. T.... CREVaISIS). APpllcatlon..ra .vaU.tJI. .t thl Office of the R.,lat.r af Willa, any of the IS R.y~ DI.trlot Dfflc.a, or bv c.lllnll the .p.cl.1 14-hour ~a...rlno ..rvlc. nuebar. for far.. orderlngl In Pennavlvllnla l-100-S62-2050, out.ld. Penn.vlvanl. and ..Ithln lac.1 H.rrl.burg .r.a (717) 717aI0'., TDDt (717) 77'-1'~2 (H..rlng l'falr'd Only). OBJECTIONS I Any party In Int.r..t not ..tl.fled ..Ith ~~ appr.I...."t, .llow~' or dl"llowanc. of d.duatlan., or ......eent af ... Clnoludlna dhcOW1t or Inhr..lI .. ahown on thl, Natlc. lIU.t abj.ct ..Uhln .bh (60J d.V' of rK.lpt of' thh Notlc. bVI --..rIUan prat..t to the PA O'.p.rt,."t of R.venut, laard of App...., O.pt. UlaU. Htrrllburll, PA 17121-1011, .OR --alactlon to h.v. the ..tt.r d.t.r.lnad .t audit of the .ccount of the p.r.an.1 r.pr..antativ., OR napp..l to the Or~.' Court, AotUH IITRAnVE CORRfcnDHSI IHTEREST 1 Factu.1 .rrora dl.cav.r.d an thl. ........nt should b. .ddr....d In writing tal PA D.p.rt.ent of R.venu., Bur.au of Individual Ta~.., ATTHI Po.t A.......nt R.~I... unit. O.pt. 2.0601, Harrl.burg, PA 1712.-0601 Phant (717) 7.'-6505. S.. P". ~ of the baakl.t ''In.truetlan. far Inh.rltanc. T.w R,turn for. R..ldant Decadent.. (REY.1501J far an .~plan.tlon of ~Inl.tr.tlv.ly corr.etabl. .rror., If anv t.w due I. p.ld within thr.. (SJ c.land.r .ont". .ft.r the dlc.d_nt'. d..th, . flv. p.rcent (5~) dl.c~t 0' the t'M p.ld I. .llowed. ThI 15X t.w lIne.tv non"p.rtleJp.tlan panaltv I. caaputad on the tot.1 of the t.. and Intar..t .......d, and not p.ld before Janu.rv II, 1996, the lI,.t d.y .fter thl and of the tllC ......ty periOd, Thll nan-partlolpatlon pentity .. app..lItbla In the ..... ..on.r end lp the thl .... tI.. ptrlod .. you ..ould .PP'II the talC Bt\d Int.re.t thet ha. b.an .......d .. Indlc.t.d an this natle., lnt.r..t I. charged b.. Inning with 'Ir.t J.v 0' d.llnqu.ncy, or nln. (9) .anth. and ona (IJ d.y 'ra. the d.t. af de.th, to thl d.t. of p.vaant. T.w.. which bte... d.llnquent b.far. Janu.ry 1, 19.1 b..r Int.r..t'.t the r.t. 0' ,Iw (6X) parclnt par annua calcul.t.d .t . d.lly r.t. of .000164. All t.~.. which blc", d.llnquent on and ,ft.r J~rY I, 1912 will b..rlnt.r..t at a rat. whiCh will v.ry fro. e.l.nd.r y..r to c.land.r y..r ..Ith th.t rata announced by thl PA O.p.rt-.nt of R.v~. Thl appllcabl. Int.r..t rat.. far 1912 through 1996 .r'l DISCOUNT I PENAL TV. Y.!!r Int.r..t A.t. o,llv Intar..t Fletor :!!!r Int.r..t A,t. D.llY Int.r..t Faetar 1912 ... .000541 19.7 .. ,DODl47 1915 I.. .000451 1911-1991 11~ .DOUDl "14 1IX .ooasal 1992 .. . .DOD247 1915 IS. .00U56 1995-1994 7' .00019l 1916 10. .DOOZ74 1995-1996 .. .ODDl47 --Intar..t I. calcul.ted .. fallow., INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Notlc. I..usd,.ft.r the i.w b.c~' d.llnquent ..Ill r.flact an Int.r..t c.lcul.tlan to flft,an (15) dlv' b.vond the data af the ........nt. If p.y.ant I. .ad. .,t.r the Int.ra.t coaput.tlan d.ta .hown an t~ Notlc., addltlon.1 Int.r..t .u.t be calcullt,d. /' " ffi- PNClmANK ESTATE OF MARY ELIZAIIF.TII MCALLISTF.R, DF.CF.ASED CDIED 9/17195) LATE OF TilE 1I0ROUGII OF MECllANICSIIURG CUMBERLAND COUNTY PA WILL NO 21-95-0712 INVENTORV COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND LINDA J LUNDBERG TRUST OFFICER OF PNC BANK, NATIONAL ASSOCIATION EXECUTOR OF THE ESTATE OF MARY E MCALLISTER DECEASED HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND REAL ESTATE IF ANY IN THE COMMONWEALTH OF PENNSYLVANIA OF SAID DECEDENT THAT THE VALUATION PLACED OPPOSITE EACH ITEM OF SAID INVENTORV REPRESENTS ITS FAIR VALUE AS OF THE DATE OF THE DECEDENT'S DEATH AND THAT THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY AFFIRMED AND SUBSCRIBED BEFORE ME THIS ~,57'I DAY OFV'V..v6 19U I ~~H'e2'''''' tf? ~ ~~--- 'd<(.../ , f~'11<llnl!'h"l ._ ,; , S1W.'l}~1Il;t A. G!jll.:!1\,IlI, !'!ul.i'/.!'IJ.jl{ ""'l.;\)l11;111"'ll. C..rnbt!~:.,n( \.IJ~II,r,' . "'l' '. ..... I ", ')(':.,\ I My (:UlllHW.',.tH1 [~~M.1<' . 1m,' l,,", - .. L I _~.... .~,_._ ..........~..c-r~~ U~.rri~i.7;;;;w:~i\::t,!... k~._...,..,.(l~1 ,I ~;.H;..c: (" - 1 - 'nINftICIO/Il' , PRIVATE BANK PNCBANK. MARY MCALLISTER 1117503 PREFERRED STOCKS 30 SHS PENNA POWER I LIGHT CO PFD 4.40" il 57.8333 MISCEllANEDUS CIVIL WAR ARTIFACTS PNC BANK. NATIDNAL ASSDCIATION TRUSTEE UNDER AGREEMENT FDR MARY MCALLISTER DATED 311/092 ASSET HELD AS DF 9/17/95 CDATE DF DEATH) 1JlHJl} 5,000 PAR USA TREASURY NDTES 7.625" DUE 04/30/96 il 101.1718 INTEREST FROM 4/30/95 TD 9/17/95 10,000 PAR USA TREASURV NDTES 7.625" DUE 05/31/96 il 101.3438 INTEREST FRDM 5/31/95 TD 9/17/95 kMll PRINCIPAL CASH INCDME TD 9/17/95 INCDME CASH INCOME TD 9/17/95 1.735.00 35.00 5,058.59 145. D4 10,134. :SS 227.D8 24,103.76 58.78 11,869.14 34.D6 kMll SEIDLE NURSING FACILITY REFUND PENNA PDWER 8 LIGHT PFD DIVIDEND DN 30 SHS GRDSS PRDCEEDS PLUS PRD-RATA TAX LESS CHARGES PEBTF BENEFIT FDR PRESCRIPTIDN DRUGS GENERAL WATERWDRKS DF PA REFUND DF DVERPAVMENT PEBTF BENEFITS FDR PRESCRIPTIDN DRUGS 5l,63D.S3 20.76 33.00 43.000. DO 375.40 440.00 42,935.40 20.47 36.36 28.59 '''IHIIl!DI'''' - 2 - . PRIVATE BANK PNClffiANK. MARY MCALLISTER CONTINUED. CASH 1117503 BLUE CROSS PRESCRIPTION BENEFIT STATE EMPLOYEES RETIREMENT SYSTEM FINAL PAYMENT TO DATE OF DEATH INTERNAL REVENUE SERVICE REFUND 1994 INDIVIDUAL INCOME TAX INTERNAL REVENUE SERVICE REFUND 1995 INDIVIDUAL INCOME TAX PROCEEDS FROM SALE OF VASE TOTAL INVENTORY 169.89 653.22 2,277. DO 623.00 28.50 100,227.02 ............ " -"!- l"'IND'ltO/lI" - 3 - 'n In 0 ~ <: <:D ~ C ~ " <: Z ~ w ~ <( :5 :;: <, :::: " ~ "' ~ ,. .... ~ :? , 0( ~ UJ '. z :? Z on ( "' (j i;; , "- '" Z < uJ i: ~ 0 0 t>: ~! <I. ~ <I. .. o:l C) ~ '-' 1; ~ :1 co . LJ " ~ < ;,: :r u ~ I I I I I I i , I I I I f I I ~." ij '1 '0,':1 jh.... '.\.... 1.0 \'1 '~ G!- '- t~~-..,( - "'1(:\- {)..J, 8 "~:,!,' '.uo.... 0:" ..". N =i p; ,:t 'ol~ au I , .. ESTATE NO. 1995-00712 STATEMENT OF PROPOSED DISTRIBUTION BY PNC BANK, NATIONAL ASSOCIATION, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF MARY ELIZABETH McALLISTER, DECEASED, LATE OF THE BOROUGH OF MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA PNC BANK, NATIONAL ASSOCIATION, Executor of the Estate and under the Last Will and Testament of Mary Elizabeth McAllister, Deceased, proposes to distribute the balance of said Estate pursuant to the First and Final Account filed herewith, to wit: $87,766.50, as follows: [It is noted that miscellaneous civil War era artifacts having an inventory value of $35.00 were delivered heretofore to Mayor Steven Reed, City of HarriSburg, Dauphin County, Pennsylvania, pursuant to a gift letter from Decedent to donee in August 1995.] (1) TO: THE PRESBYTERIAN CHURCH OF MECHANICSBURG, 300 East simpson street, Mechanicsburg, PA 17055 - the entire balance of said Estate pursuant to Item Second of the Dacedent's Last Will and Testament: S87.766.50 ... i), ~ F{ ;~I' ~, i_~' lil !i} ~ ~ & .'~! TOTAL TO BE DISTRIBUTED: $87.766.50 PNC BANK, NATIONAL ASSOCIATION (Executor) By ~~~~ ~Q.~~ Lindyl J. Lundbertj) Trust Officer oI_ -iy~ _.~l h; fi. 'I f ~ " '. , '. COUNT~ OF CUMBERLAND ) . . ) SS. COMMONWEALTH OF PENNSYLVANIA Linda J. Lundberg, being duly sworn according to law, deposes and says: that she is a Trust Officer in and for PNC Bank, National Association; that said PNC Bank, National Association, is the successor by merger to The First Bank and Trust company of Mechanicsburg, pa., and as such has duly qualified as the Executor of the Estate and under the Last Will and Testament of Mary Elizabeth McAllister, Deceased; and that the facts set forth in the foregoing statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. ~L~~ Trust Officer Sworn to and subscribed before me this o?8 fl./) day of July, 1997. ~~J d ~d.J) /' I Jo I ~ i rIll ' '!;" StOVOflllil ^ COlutl1;JIl, t-Jnll11 y PUrlllC Hamprton lwp" CumbwrulIU Coun1V My Commission E.llpiros Juno 12.2000 'mber. P,nnsylvanl' AssOCI.tlon 01 NO~lIlllS ,n w' (j '-' l:Q .( :-; , ,. /. , ~ ,. .< ~ , ~. .' .1 -' I' r , -. , ,. ,', UJ ': ,/, /. !:: '< /. /. , "J UJ '" .' ,~ ~ " " ,. Ij n: ~~ CO (, 0 tY. .. , t: '-' :j on ': 0 , ,/, <: :1: U ;1 PNCBANK COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION NO._ ESTATE OF MARY ELIZABETH MCALLISTER, DECEASED LATE OF THE BOROUGH 01' MECllANICSnURG FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION EXECUTOR DATE OF DEATH SEPTEMBER 17 1995 WILL NO. 21-95-0712 LETTERS GRANTED SEPTEMBER 26 1995 FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS JANUARY 30 1996 ACCOUNTING SEPTEMBER 26 1995 TO JUNE 3 1997 PURPOSE OF ACCOUNT. THE EXECUTOR OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING ITS ADMINISTRATION OF THE ESTATE. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH. PNC BANK, NATIONAL ASSOCIATION C/O LINDA J LUNDBERG TRUST OFFICER HAMPDEN TRUST OFFICE P.O. BOX 308 CAMP HILL, PA 17001-0308 TELEPHONE (717) 730-2265 RICHARD C SNELBAKER ESQUIRE SNELBAKER B BREtHlEMAtl PC 44 W MAIN STREET MECHANICSBURG PA 17055 TELEPHONE (717) 697-B528 - 1 - In'NIl'I'O'"'' HARY HCALLISTER PRINCIPAL RECEIPTS NET OAIN/LOSS ON CONVERSIONS ADJUSTED BALANCE LESS DISBURSEHENTS DEBTS OF DECEDENT FUNERAL EXPENSES ADHINISTRATIVE EXPENSES FEDERAL AND STATE TAXES FEES AND COHHISSIONS FAHILY EXEHPTION TOTAL PRINCIPAL DISBURSEHENTS BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES PRINCIPAL BALANCE ON HAND INVESTHENTS MADE CHANGES IN INVESTMENT HOLDINGS INCOME RECEIPTS LESS DISBURSEMENTS BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES INCOME BALANCE DN HAND COMBINED BALANCES REMAINING PNCBAWK 1117503 SUMMARY AND INDEX ~ 3 - 3 100,227.02 4 - 4 45.34 100,272.36 5 - 5 5 - 5 5 - 6 3,906.64- 4,910.60- 052.04- .00 9,750.00- .00 6 - 6 5 - 6 19,500.00- 00,764.20 .00 7 - 7 00,764.28 0-9 7,407.60 10 - 10 370.38- 7,037.22 .00 11- 11 7,037.22 07,001. 50 - 2 - '''INOlltOI"' - - "- ,.n,.,...<.,.\:~ n'"s-, ",'- '}.!"r~,'''.'''''*<('1:t4'~''';''">' c-,~..""......~....'.C"-""'''' ..,--, PRIVATE BANK PNCBANOC MARY MCALLISTER 1117503 RECEIPTS OF PRINCIPAL INVENTORY FILED ON 0/00/00 PER COpy ATTACHED TOTAL PRINCIPAL RECEIPTS 100,227.02 100,227.02 ............ ^^' ,.-,-- :^) ,".NDUIO/llt - 3 - PRIVATE BANK PNClBANK 1117503 MARY MCAllISTER 9/18/95 9/18/95 10/11/95 10/11/95 3/15/96 GAINS AND lOSSES ON SALES AND OTHER DISPOSITIONS lWH JJliS. PRINCIPAL CASH PROCEEDS, 24,103.76 ACQUISITION VALUE, 24.103.76 INCOME CASH PROCEEDS, 11,869.14 ACQUISITION VALUE, 11.869.14 5,000 PAR USA TREASURY NOTES 7.625r. DUE 04/30/96 PROCEEDS, 5,036.72 ACQUISITION VALUE, 5.058.59 10,000 PAR USA TREASURY NOTES 7.625r. DUE 05/31/96 .00 .00 21. 87- PROCEEDS, ACQUISITION VALUE, 30 SHS PENNA POWER & PFD 4.40r. PROCEEDS. ACQUISITION VALUE, 10,101.56 10.134.38 LIGHT CO 32.82- 1,835.03 1.735.00 100.03 100.03 2a:U- 54.69- TOTAL GAINS AND lOSSES lESS lOSS NET GAIN .......... ,,,IIHOIlIO,I\' - 4 - i i ~ ~! 'tJ .t>; ";l }: '.'[} ~f ~! ~ J1 , ~ ~:. f~ ,- ~~ $' ~' , b' , , .' J. ~ "~. t :f, l~- ,- . 1 ~ \ PRIVATE BANK PNClBANK MARY MCALLISTER 1117503 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT PNC BANK, NATIONAL ASSOCIATION TRUSTEES COMPENSATION PHITA PRESCRIPTION SERVICE PENNA POWER & LIGHT CO SERVICE UGI CORP SERVICE BOROUGH OF MECHANICS BURG SEWER & REFUSE SEIDLE MEMORIAL HDSPITAL PRDFESSIONAL SERVICES S H BLACK & SON LAWN MAINTENANCE HARRISBURG HOSPITAL PROFESSIONAL SERVICES PHITA PRESCRIPTION SERVICE 8.43- 10/03/95 83.33- 10/16/95 8.43- 10/16/95 5.Z8- 10/16195 13.94- 10/16/95 7D.70- 10/19/95 Z,369.30- 10/19/95 15.90- 11/16/95 1,411.33- 1/IB/96 10/1Z/95 TDTAL DEBTS OF DECEDENT FUNERAL EXPENSES MALPEZZI FUNERAL HDME FUNERAL EXPENSES 3,986.64- 4,91S.60- 10/13/95 TOTAL FUNERAL EXPENSES ADMINISTRATIVE EXPENSES R C KRAMER REIMBURSEMENT FOR PROBATE COSTS PENNSVLVANIA DEPT DF HEALTH DEATH CERTIFICATES FOR ORA MCALLISTER S H BLACK & SON LAWN MAINTENANCE UGI CORP SERVICE PENNA POWER & LIGHT CO SERVICE 4,918.60- Z61. DO- ID/13/95 6.0D- 11/03195 15.90- 11/03/95 16.01- 11/09/95 8.58- '"SHO'tIOl''' - 5 - PRIVATE BANK PNCBANK MARY MCALLISTER 1117503 1/10/96 DISBURSEMENTS DF PRINCIPAL EVP SYSTEMS FEE FOR DATE OF DEATH VALUATION SEABOARD SURETY CD FEE RE REPLACEMENT OF LOST STOCK CERTIFICATES UGI CORP SERVICE SNELBAKER B BRENNEMAN REIMBURSEMENT FOR LEGAL ADVERTISING REGISTER OF WILLS SHORT CERTIFICATE EVP SYSTEMS FEE FOR DATE OF DEATH VALUATION REGISTER OF WILLS FILING FEE LESS REFUND DATED 6/3/96 13.50- 11/16/95 15.15- 2/12/96 4.20- 2/28/96 139.00- 3/07196 3.00- 4/18/96 10.50- 5/31/96 15.00 5.00 10.00- 6/03/97 RESERVE FOR MISCELLANEOUS FILING COSTS 350.00- 6/03/97 TOTAL ADMINISTRATIVE EXPENSES FEES AND COMMISSIONS SNELBAKER B BRENNEMANN COUNSEL FEE PNC BANK, NATIONAL ASSOCIATION PRINCIPAL COMPENSATION ON ACCOUNT 12/9/96 4,725.00 BALANCE 275. DO 852.84- 4,750.00- 6/03/97 5,000.00- TOTAL FEES AND COMMISSIONS TOTAL PRINCIPAL DISBURSEMENTS 9,750.00- 19,508.08- ............ '"IND'1I0'''1 - 6 - PRIVATE BANK PNClffiANK HARY HCALLISTER PRINCIPAL BALANCE ON HAND VALUE 6/03/9" 1117503 ACQUISITION ~ HISCELLANEOUS CIVIL WAR ARTIFACTS 35.00 35.00 INVESTED CASH TOTAL PRINCIPAL 80,729.28 80,729.2S 80,764.28 80,764,28 ............ ............ lAIHD'l101~1 - 7 - PRIVATE BANK PNClBANK MARY MCALLISTER 1117503 RECEIPTS OF INCOME INTEREST USA TREASURY NOTES 7.625~ DUE 04/30/96 10/11/95 USA TREASURY NOTES 7.625~ DUE 05/31/96 10/11/95 DIVIDEND PENNA POWER a LIGHT CO PFD 4.40~ 1/01/96 33.00 3/08/96 33.00 24.86 24.86 50.00 50.00 66.00 OTHER I1ICOME COMPASS CAPITAL MONEY MARKET SERVICE CLASS FD 108 11/01/95 18.12 11/01/95 53.00 COMPASS CAPITAL US TREASURY MM SERVICE CLASS FD 109 10/01/95 44.95 10/02/95 26.05 11/01/95 .62 11/01/95 122.86 12/01/95 2.07 12/01/95 370.32 1/02/96 3.89 1/02/96 377.63 2/01/96 5.49 2/01/96 363.92 3/01/96 5.59 3/01/96 319,75 4/01/96 7.82 4/01/96 348.89 5/02/96 9.07 5/02/96 345.22 6/03/96 10.69 6/03/96 361.93 7/01/96 11.43 7/01/96 353.45 8/01/96 13.11 8/01/96 365.69 9/03/96 14.56 9/03/96 363.80 10/01/96 15.47 10/01/96 352.35 11/01/96 17.56 11/01/96 363.93 12/02/96 18.68 12/02/96 358.19 1/02/97 20.94 71.12 ''''1"11I1101''' - 8 - PRIVATE BANK PNCBANK MARY MCALLISTER 1117505 CONTINUED. RECEIPTS OF INCOME COMPASS CAPITAL US TREASURY MM 1/0Z/97 Z/05/97 Z/05/97 5/05/97 5/05/97 4/01/97 4/01/97 5/01/97 5/01/97 6/0Z/97 6/0Z/97 TOTAL INCOME 557.55 22.28 548.65 21.52 515.27 25.28 551.07 26.60 547.15 28.97 557.80 7,195.62 7,407.60 ............ 1RIHorllOllltt - 9 - ,. " PRIVATE BANK PNCBANK MARV MCALLISTER 1117503 6/03/97. DISBURSEMENTS OF INCOME PNC BANK. NATIONAL ASSOCIATION INCOME COMPENSATION 5" OF .7.407.60 TOTAL INCOME DISBURSEMENTS 370.38- 370.38- .......... '"1"'01110111' - 10. - PRIVATE BANK PNClmANK HARY HCALLISTER BALANCE OF INCOME ON llANO VALUE 6/03/97 1117503 ACQUISITION ~ INVESTED CAS II TOTAL INCOME 7,037.22 7,037.22 ............ 7,037.22 7,037.22 ............ " '''IHOIllotlll - 11 - .4-"'--:-~~_""~~;'''_-'~''~ " " -- r "'-r-';r'14A1 ;".,.:-- < , , .' -'~_'-r.~~4 "';"~'.".l-""~,~7';' '"'~--:~ PRIVATE BANK PNC BAN K J , ~ . I i II I ! ~ 1117505 , , . I. 1 f , . I!' I' ESTATE OF MARY E MCALLISTER DECEASED (DIED 9/17/95) PN~,C , N,K,NATIONAL ,ASSOCIATI,O, N BY' ~. , cs-- EXECUTOR I 1 ~ I L ! i , , 1"INDrll"'" - 12 - PRIVATE BANK PNClBANK COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS LINDA J LUNDBERG BEING DULV AFFIRMED ACCORDING TO LAW DEPOSES AND SAYS THAT SHE IS A TRUST OFFICER OF PNC BANK, NATIONAL ASSOCIATION, THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE ACCOUNT IS JUST AND TRUE TO THE BEST OF HER KNOWLEDGE AND BELIEF AND THE GRANT OF LETTERS AND THE FIRST COMPLETE ADVERTISEMENT THEREOF OCCURRED MORE THAN FOUR MONTHS BEFORE FILING OF THE ACCOUNT AND THE DECEDENT WAS NOT ADJUDICATED INCOMPETENT AFFIRMED AND SUBSCRIBED TO BEFORE ME THIS A~ DAY OF t>12IlI.I.q 19U I HEREBY CERTIFY THAT I AM NOT A DIRECTOR OR OFFICER OF PNC BANK, NATIONAL ASSOCIATION I SAID ~~~ - . <S' ~'tf!l(1tJ1 IIdd.K~~J NOlmiul Soal Slevonn" ^. Colurnan, NotiUY Puhllc HIJI1lpc1on lWfJ., (;Ulnbml,lnd Cmmly . MV COI1l1lll!:.!;ion bpuo.-; .ltJlll\ 12.2000 ',I\mhl1l, 'eol\sylvaniil AS5uwtl!l1l 01 No'nrll'!~ -1"IH01110''''' - 13 - '. ;...:~ '-, '~~-'_~ .,;-,-,~..ok;-:...j;'.~~f;._f+~, ,':'-c','!1; ;t~-tJ i - _& JRD/June 30, 1992/17858 REGISTER OF WILLS Cumberland County Courlhnuse One Courthouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.11 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel : PNC BANK, N.A. RE: Estate of 1~I\RY E. MCAr,r.rS1'ER MECHANICS BURG BOROUGH Estate No.: 21-1995-712 Date of Decedent's Death: 9 -1 7 - 9 5 , Deceased, Late of Pursuant to Rule 6.12, the above named personal representative or the above na!lled attorney, If applicable, within two (2) years of the decedent's death, and annually thercafter until administration is completed, 15 required to file with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form. showing the date by which the personal representative, or anorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report Is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of sucll delinquency and to request that said Court conduct a hearing to detennlne whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representatlve's counsel, If any. Accordingly, If the requisite Status Report is not filed by 10-30 , 19!? you are hereby advised that a request will be submitted to the Court In accord:mce with Rule 6.12. Date: 10-14-97 Distribution to Estate File ~- ! ; . . 01'1 (/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~~""(, I\::. ~L~~"..) . Date of Deathl 0...-\"'\-'6 Will No. Admin. No. ~\-\"-~S.-l\~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete I Yes~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: J. If the answer to No.1 is Yes, state the followings a. Did the personal representative file a final account with the Court? Yes 'f.- No . b. The separate Orphans' Court No. (if any) for the personal representative's ~ccount is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. PNC BANK, N.A. ~'?:J~ ~f'e- ----- ~ Trusl Offlcor \-,~l;)1>, -::r- \-~~~- Name (Please type or print) ~t.:Ic.. ~\>j:l'L \.>\', I\lc :S~i- ~o? c..~~ "\\..L 1~ \,\W,'C1Ci? Address Datel \.a.. \~\~1 '''J r.- l- e, :-] ". f>~ '" .:': :'1 UU (1. \\) I. >;'D- d-&\Q c:::..-. Tel. No. Capacity: '(.... Personal Representative Counsel for personal representative (MAH I rmU AMJ)