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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..-
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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 .
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pre,enled herewllh lInd Ihe prallt nf lellers---311ll.t.llJll!Lnt01:)'.
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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 ~
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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
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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
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Letter and Order mailed to Executor of Bank on 9-27-95.
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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
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WARNING: Ills 1II0galto dupllcato this copy by photostat or photograph.
Fl'c fur Ihi.. n'nili(.IH~, 52.00
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CO......ONWEALTH OF PENNSYLVANIA. DEPARTUENT OF UEALTU' VITAL RICORDS
CERTIFICATE OF DEATH
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,Scp. 17, 1995
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Eliz.beth
McAlli.ter
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East Pennsboro
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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
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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
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8NlLaAKIR . ILICkl"
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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 ~[~~~
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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
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Capacity:
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Personal Representative
Counsel for personal
representative
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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
- - ~~, ."
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Rec:orouO Ollico ot
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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.
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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,
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IRWIN, McKNIGHT & HUGHES
60 WEST POMFRET STREET' CARLISLI!, PENNSYLVANIA 17013.3216
(717)249.2353
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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
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By: ,f /~ ""3. ~
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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.
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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
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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
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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
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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
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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.
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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
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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
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- 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
............
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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
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TOTAL TO BE DISTRIBUTED:
$87.766.50
PNC BANK, NATIONAL ASSOCIATION
(Executor)
By ~~~~ ~Q.~~
Lindyl J. Lundbertj)
Trust Officer
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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)
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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
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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 -
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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
............
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- 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\'
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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 -
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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
............
"
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ESTATE OF MARY E MCALLISTER DECEASED
(DIED 9/17/95)
PN~,C , N,K,NATIONAL ,ASSOCIATI,O, N
BY' ~.
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EXECUTOR
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- 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
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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 -
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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
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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~
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Trusl Offlcor
\-,~l;)1>, -::r- \-~~~-
Name (Please type or print)
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Address
Datel
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Tel. No.
Capacity:
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Personal Representative
Counsel for personal
representative
(MAH I rmU AMJ)