HomeMy WebLinkAbout95-00785
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Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petltloner!sl above'named sweer!s) and afllrm!s) that the state men IS In the foregoing Petition ara trua and
corract to the best of the knowledge and belief of Petltloner(s) and that, as personal representatlve!sl of the Decedent,
Petltlonar(s) will wall and truly admlnlstar the estate according to law,/
Sworn to and afflrmud and subscrlbad /1//j-Jl..IJrt;(,e ~Jll.' t/~/[jpf}#.r.(',
I
before me this 20 t h day of
19/fL
t c'" , Lf.7J1-!j;UI.,V
REGISTER ~)XL~~
-
No,
Estate of ELMINA H HOBAUGH Deceased
?'...QI;...7RI;
Soclel Security No: 192-14,6152 Dale of Death: 9/25/95
AND NOW, OCTOBER 20 , 19..l!.5-, In consideration of the Petition on the reverse side hereon,
satisfactory proof having been presented before me,
IT IS DECREED that Letters Xlli!'Testamentary 0 of Admlnlslratlon
lII'I'I",;~,,,,;,,,a.I'--.u.; .,........-...
are hereby granted to MELLON BANK, N,A.. Successor to The Commonwealth National Bank
In the above estate and that the Instrument!s) dated MARCH 26, 1 qR~
described In the Petition be admitted to probata and filed of record as the last Will of Dacedent,
FEES
Letters.......................... .
x-pages
Short Certlflcete(s)....,....,
Renunciation,.."...,"'" ....
Affidavit ( ).................
Extra Peges ( )...........,
Codicil..........................
JCP Fee........................
Inventory"".....",......"" ,
Other ............................
TOTAL................
J_ltW.'.....JoI2
!.
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MARY C.
$ 40.00
$ 1~: 88
$
$
(I
$
$ 5.00
$
$
$ 66.00
Attorney: SPENCER G, NAUMAN, JR.
I,D, No: 07226
Address: POBOX 840
HARRISBURG, PA 17108-0840
Telephone: 717-236-3010
LETTERS AND ORDER MAILED TO BANK OCTOBER 23, 1995.
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Elmina Hobaugh/NAUMA8
LAST WILL AND TESTAMENT
OF
EI,MINA H. HOBAUGH
I, ELMINA H. HOBAUGH, of 1517 Carlisle Road, Camp lIill,
Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this to be
my Last Will and Testament, hereby revoking and making null and
void any and all former Wills by me at any time heretofore made.
FIRST: I direct my Executor, hereinafter named, to pay all
my legal debts and funeral expenses as soon after my decease as
conveniently may be done.
SECOND: I give and bequeath to EVA WACKER, who presently
resides at 540 Market Street, New Cumberland, Pennsylvania, my
silver tea service and so much of my jewelry as she may select and
the rest of such jewelry shall be sold and the proceeds added to my
residuary estate. In the event that EVA WACKER shall predecease
me, I give and bequeath unto my niece, LUCY RHINEHART, who presently
resides at 1318 Strafford Road, Camp Hill, Pennsylvania, so much of
my jewelry as she may select and the rest shall be sold and the
proceeds added to my residuary estate.
THIRD: I give and bequeath unto my Executor such of my
furniture, furnishings, books, silverware, jewelry, pictures,
Elmina Hobaugh/NAUM8
objects of art, automobiles and all other domestic and household
effects and personal goods and chattels of every nature and
wheresoever
situate,
except
hereinbefore
as
specifically
bequeathed, including all insurance policies thereon, as it may
choose, requesting but not requiring, that it choose and distribute
certain items in accordance with special instructions contained in
a letter which may be found in my safe deposit box at my death.
The rest of said personal property shall be sold and the
proceeds added to my residuary estate.
FOURTH I
All the rest, residue and remainder of my estate of
whatsoever nature and wheresoever situate, including that over
which I have a Power of Appointment, I give, devise and bequeath,
IN TRUST, to THE COMMONWEALTH NATIONAL BANK, Trustee under a
certain Trust Agreement dated ~ t. ."if Q-1(1 '" A "Il
198"t:,
between myself as Settlor and THE COMMONWEALTH NATIONAL BANK, as
Trustee, to be added to and administered as a part of the Trust
Estate thereby created.
FIFTHI
I direct my Executor to pay all inhertance, estate,
succession and legacy taxes of whatsoever nature and kind, to which
my Estate or the transfer of any property pasing hereunder or
otherwise passing b}' reason of my death, may be subject and to
charge such taxes against my residuary estate, it 'being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be inclulded in my gross estate
Elmina llobaugh/NAUMAB
under the provisions of any state or federal law now in force and
effect or hereafter enacted shall be prorated among the persons
interested in the Estate to whom such property is or may be
transferred to or to whom any benefit accrues.
SIXTH: My Executor is hereby authorized and empowered to
sell securities or other property, real or personal or both, and my
Executor is further authorized to borrow money for any purplose
necessary in connection with the payment of taxes or other matters
incidental to the settlement of my Estate, either secured or
unsecured, at such rate of interest as may be necessary and to
pledge the assets of my Estate as security therefor. My Executor
shall have the power to make distribution in kind or partly in
cash, to retain all or any part of my property, real or personal I
inclUding non-income producing assets, constituting my Estate for
such time as it may deem best or to invest or reinvest the same
without being restricted to "Legal" investments, including common
trust funds of the Executor. I further authorize and empower my
Executor to borrow money from such persons it may desire, including
the power to borrow money from itself as a corporate entity or as a
fiduciary under any Trust Agreement and to execute and renew
promissory notes and to pledge the assets of my Estate as security
therefor.
SEVENTH: I nominate, constitute and appoint TilE COMMONWEALTH
NATIONAL DANK, Harrisburg, Pennsylvania, Executor under this my
.
Elmina Hobaugh/NAUMAB
Last Will and Testament. No bond shall be required in this or any
other jurisdiction. I request my Executor to retain my niece, LUCY
RHINEHART, and my niece-in-law, EVA WACKER, if they are willing, to
clear and supervise the removal of my belongings from my house.
IN WITNESS WHEREOF, I, ELMINA H. HOBAUGH, the Testatrix of
this my Last Will and Testament, typewritten on four (4) sheets of
paper have hereunto set my hand and seal this
~ O/I..~ 19B.f.
Q ~ -&-day of
t.flr";A~.ql;{;~ffc1~IM(ff (SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above named
ELMINA H. HOBAUGH, as and for her Last Will and Testament, in the
presence of us, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our namos as
witnesses.
.. 1/'imn{! . !ill ~sl
residing at
3~(; {'1u I/Lt/ ..;J-i/ 4l
..t.'1a"r!/){Hf! plll1.-3~t/
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,if ~ (), t3/UMK.
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residing at
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residing at
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Elmina 1Iobaugh/NAUMA8
STATE OF PENNSYLVANIA
COUNTY OF J)o..Upklll..
I, ELMINA H. HOBAUGH, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my r.ast WillI that I signed it willingly, and
that I signed it as my free and voluntary act for the purposes
therein expressed.
C!il-..:.. I{ ?I~ '){.B-f}..tut.q!
,;/
ELMINA 11. HOBAUGH
Sworn or affirmed to and acknowledged before me, by ELMINA H.
,
HOBAUGH, the Testatrix, this
198$ .
1/^\/h day of
I.../'J..n " ( iL-
,
WITNESS my hand and Notarial Seal.
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J. (/ 1 {
No ary, P~Jc
My conunission
w.{ td1t '
Expires: "
Ko,en M, Ortlly. Notary Public
Harrlsbu,g. Pa, Dauphin County
MI Comml..lon E.pl,o. July 1, 1985
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NOTIC~ OF DENEFICI~L INTEREST IN EST~TE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND. PENNSYLVANIA
In re Estate of
ELMINA It. HOBAUGH
deceased.
No.
00785
PA No. 2195-0785
of
1995
TO: SEE ATTACHED LIST OF BENEFICIARIES
(see back of oaael
Please take notice of the death of decedent
the personal representative(s) named below.
interest in the estate as follows:
and the grant of letters to
You may have a beneficial
SEE ATTACHED LIST OF BENEFICIARIES (see back of oaae)
Name of decedent ELMINA H. HOBAUGH
Last known address 940 Walnut Bottom Road. Carlisle, PA
Date of death Seotember 25, 1995
Place of death Leader Nursina and Rehabilitation Center. Carlisle, PA
County of grant of original letters
Cumberland
intestate
Decedent died
x
testate
A copy of the will X
is
is not attached
Name(s), address(es), and telephone number(s) of all personal
representatives appointed:
Name Addresses Telephone
MELLON BANK. N.A. 10 S. Market Sauare, Harrisburq. PA 231-7465
(Successor to Commonwealth National Bankl
Name(s), addressees and telephone number(s) of all counsel
Name
~ddress
Telephone
SPENCER G. NAUMAN,JR NAUMAN. SMITH, SHISSLER & HALL (7171 236-3010
POBOX 840 HARRISBURG, PA 17108
Additional information may be obtained from the und ned.
Date 12/06/95 ~
~ig~ature ~
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Name SPENCER G. NAUMAN. JR.
NAUMAN, SMITH, SHISSLER & HALL
POBOX 840
Address HARRISBURG. PA 17108
Telephone (7171 236-3010
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Capacity:
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Counsel for personal
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORI~ 'filE REGIS'I'ER OJ' HlI,!'S, COUNTY OF CUMBERLAND. PENNSYINANIA
In re Estate of
El,MINA 11. 1I0BAUGII
deceasJllL.
No.
00785
PA No. 2195-0785
of
1995
TO: SEE ATTACHED LIST OF BENEFICIARIES
(see back of oaqe!
Please take notice of the death of decedent
the personal representative(s) named below.
interest in the estate as follows:
and the grant of letters to
You may have a beneficial
SEE ATTACHED LIST OF BENEFICIARIES (see back of oaqe!
Name of decedent ELMINA H. HOBAUGH
Last known address 940 Walnut Bottom Road. Carlisle. PA
Date of death ~Seotember 25. 1995
Place of death
Leader Nursinq and Rehabilitation Center. Carlisle. PA
County of grant of original letters
Cumberland
Decedent died'
x
testate
intestate
A copy of the will X
is
is not attached
Name(s), address (es) , and telephone number(s) of all personal
representatives appointed:
Name Addresses Telephone
MELLON BANK. N.A. 10 S. Market Square. Harrisburq. PA 231-7465
(Successor to Commonwealth National Bank!
Name(s), addressees and telephone number(s) of all counsel
Name
Address
Telephone
SPENCER G. NAUMAN.JR NAUMAN, SMITH, SHISSLER & HAT,L (717L236-3010
POBOX 840 HARRISBURG, PA 17108
Additional information may be obtained from the und ned.
Date 12/06/95 ~
~i~~ature c;:-:
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Name SPENCER G. NAUMAN. JR.
NAUMAN, SMITH, SHISSLER & HALL
POBOX 840
Address HARRISBURG. PA 17108
Telephone (717) 236-3010
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Mellon Bank
MEl.LIlN IIANK N.A.
PO 1I0X7ll11U
l'IIILAIU':I.I'IIIA I'A 101111.7801'
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REGISTER OF WILLS
CUMBERLAND COUNTY
3 SOUTH HANOVER STREET
'CARLISLE PA 17013
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'. .. ". ,.' COMMONWEALTH OF PENNSYLVANIA
D'~o,~~08244~, DIPARTMINTOP RIVINUI
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:,,~il" III"": . 'OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED FROM:
6
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
,,.
MELLON BANK - TRUST DEPT
C/O FRANK A BOYLE
RM 193-0ee4 POBOX 7899
.
PHILADELPHIA. PA 19101-99~1
lul
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_ 1010 Hut
ESTATE INFORMATION:
f:t FILE NUMBER
Y el-199~-07e~
I!:'I NAME OF DECEDENT (LAST)
~ OBAUGH EL I NA H
II DATE OF PAYMENT
m POSTMAR E
COUNTY
BeN 1ge-14-61~e
(FIRSTI IMII
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
}
REGISTER OF WILLS
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RECEIVED BY \ \il"IIL: , ',', ",
\ laNA UR
MARY C. LEWIS:" !"\'
REGISTER OF WILLS
.ee.e~3.09
DO
SEAL
MELLON BANK - TRUST DEPT
C/O FRANK A BOYLE
CHECK" 17e97
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CBRTIFICATION OF NOTICB UNDBR RULE 5.6'al
Name of Decedent:
Date of Death:
ELMINA H. HOBAUGH
SEPTEMBER 25. 1995
Admin. No.
00785-1995
Will No.
To the Register:
I certify that notice of beneficial interest required by Rule
5.7(a) of the orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on DECEMBER
06. 1995. :
lfA!U
Address
MELLON BANK. N.A. 10 S. MARKET STREET. HARRISBURG. PA
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date 12/06/95
Xfnature ~ ~ ~
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Name SPENCER G. NAUMAN. JR.
NAUMAN I SMITH, SHISSLER & HALL
Address POBOX 840
HARRISBURG, PA 17108-0840
Telephone (7171 236-3010
Capacity:
- -)
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Personal Representative
Counsel f~r personal
representative
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Mellon Bank
1\h'II".. UAllk. N.A.
"11'lIon nallt.: c.'llh"
PO JllIX ';HIIII
I'llihul4'lllhln. 1''\ llJlUl.jHUtl
June 3, 1996
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Estate of Elmina H. Hobaugh
Date of Death: 9/25/95
Register of Wills
CUmberland County Courthouse
Carlisle, PA 17013
Dear Sir:
Enclosed in duplicate is the Pennsylvania Inheritance Tax
return for the above estate together with the following:
1. Copy of the decedent's will
2. Copy of the decedent's trust agreement
3. Copies of bank balance confirmations (2)
Also enclosed is our check to your order in the amount of
$3,523.10,
Please send us your official receipt.
truly yours,
~~<I
Sara Quay /
Officer
Encl.
Cc: Spencer G. Nauman, Esq.
J. Schall
SQ/js
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ACN
ASSESSMENT P:'
CONTROL IilI
NUMBER
RECEIVED FROM.
&
AMOUNT
MELLON BANK N A
POBOX 7899
ROOM 193-0ee4
PHILADELPHIA, PA 19101-7899
101
.~,oe~.10
lotOHUf
ESTATE INfORMATION.
FJ fl N MIER
el-199~-078~
EJ NAME Of DECEDENT lAST)
II DATE Of PAYMENT
EJ POSTMARK
o NTY
SSN 1ge-14-bl~e
(fiRST) (MI)
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CUMBERLAND
DATE Of DEATH
REMARKS
MELLON BANK N A
m TOTAL AMOUNT PAID
.3.~e3.10
CW
SEAL
CHECK* 000001891e
REGISTER OF WILLS
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DECEDENT
CHECK
APPRO-
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BLOCKS
CORRES-
PONDENT
RECAPIT-
ULATION
TAX
COMPUTA-
TION
COMMONW[ALflt OF PENNSnVANIA
OEPARTMENTOFR[V[NUE
DEPT. 21101101
ItARRISDURO. PA 111JII-OII01
IS ' (,.:2,:;'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
0785
NUMBER
.
FOR DATES OF DEArn AFTER 12131/111
CHECK HERE IF A SPOUSAL
POVERTY CREDIT 15 ClJlI~
FILE NUMBER
6 1995
COUNTY CODE YEAR
DECEDENrS COMPlE1E ADDRESS
leader Nursing Hare
Carlisle PA 17013
C\Jmberland
AMOUNl RECEIVED (SEE INSTRUCTIONS)
.L
DECEDENrs NAME (LAST. FIRS1. AND MIDDLE INITIAL)
Hobau h, Elmina H
SOCIAL SECURITY NUMBER
192-14-6152 09/25/95
(IF A 'PllCADl 15UI VIVI 5 OU5['5 NA
rlRsT AND MIDDLE INITIAl!
1. Original Rolurn
:3. Romo/ndor Rolurn
liD' dAtu 0' dulh prior to U-13-nl
o 5. FodoTal EotalD Tax Return Required
DAlE OF BIRTH
01/31/1905
SOCIAL SECURITY NUMBER
o 40. FUIUrO IntoroSI Compromiso
(for dolos at donUt attar 12-12-02)
~ 8. Docodont Dlod Tostato ~ 7. Oocodonl Mainlainod 0 Uvlng T'U91
(Allach copy 01 Will) (AIlach copy 01 Trusl)
AlL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPlE1E MAILING ADDRES
.., ~d
Mellon Bank N,A, - Francis A, le Mellon Bank N,A, 0,
TELEPHONE NUMBER ro Box 7899 Roan 11193-0224
215~553-8649 Philadel hia PA 19101-78'99
1. Raal Eatala (Schodula A) ( , ) None
2, Slocka and Bonds (Schadula B) ( 2 ) None
3, Closalv Hold Slack/Partnarshlp Inlarasl (Sch, C) ( 3 ) None
4. Mortgagas and Nalas Rocalvabla (Schadula D) ( 4 ) None
5. Cash, Bank Dapaslls & MlscallanDDus Parsonal ( 5 ) 10 , 637,01
Proparty (Schadula E)
O. Jolnllv Ownad Plaparty (Schadula F)
7, Transtars (Schadula G) (Schadula l)
O. Total Gross AssolS (total Unos 1-7)
9. Funorol Exponsos, AdminlslraUvo Costs,
Mlscollanoous Exponsos (SchodulD H)
10, DobIS, Mortgaga Uobllilias, Uans (Schadula I)
11, Tolal Daducllons (10101 Unas 0 & 10)
12. Nal Valua 01 Eslola (Uno 0 minus Uno 11)
13. Charitablo and Govornmonlal BoqUDSls (Schodulo J)
o 4, Umllad Eslalo
_ O. Total Numbor of SaiD DoposU Boxes
,}'I
:0
~'')
J()
('- 0
"
..
I
G)
)
. ~ c'
.....,.)
....
( 0)
( 7)
None
185,597,73
(0 )
196.234,74
( 0)
11,952,88
('0)
422.00
12,374,88
183.859,86
None
('1)
(12)
(13)
14. Nol Voluo Sub ocl to Tax (Uno 12 minus Uno 1:3)
15. SPOUSA' TrAn.'." tlor dUI' of duth AIl.r a-30-;"}. 5..
In.UuCllonllor ApploUblt PI".nIAgI on PAge il.llnchldl
....Iu..lrom 8chtdull Kor 5c:hedull M.l
10. Amount of Uno 141D.Xob1D ot 6% rota
(Includo valuns from Schodulo K or Schodulo M.)
17. Amount or Uno 1411l)(oblo 0115% ralo
(Includo voluos from Schedulo K or Schodulo M.)
10. PflnclpallOX duo (Add lox Iram Unas '5, 10 and 17,)
10. Crodits Spou..IPo~"lyC"dlt Prior Payments Discount
+ 22,853,09 + 1,202,79 -
20. II Uno 10 Is roalor Ihon Uno 18. ontor tho differonco on Uno 20. ThIs Is Iho OVERPAVMENT.
A. Check here tf ou are r. ueetln . refund of our ove a ent.
21. II Uno 10 Is groator Ihon Uno 10, onlor Iho dlltoronco on Uno 21. This Is tho TAX QUI::,
A. Enlar Iho Intorosl on tho bolanco duo on Uno 21A.
8. Enror tho lotal 01 Uno 21 and 21A on Una 218. TI11919 tho BALANCE DUE.
Make Check pa able to: Re latar at Wills, A enl
('4
183 859,86
('5)
. .
.
(10)
o , 00. ,00
.
0,00
('7)
183,859,86. ,15
.
27.578,98
27,578,98
(10)
I"lorost
('0)
(20)
24,055,88
(2')
(2'A)
(21B)
3,523,10
0,00
3,523,10
..' ... BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ..." ...,,; ".' j ',',j'i'i':' '(', :'::;""!"":
Undor penoltlos 01 POTJury, I doclmo thai I hovo o)(ommod IhlD rolurn, Including accompanying schodulos and slotomonls, and to Iho boBt 01 rrI'f knowledgo
and bolio', ills truo, corrocl and completo. I docloro Ihot nil roal oslato hos boon roported ot truG mnrkol YOluo. Ooclorollon of proparo, othor than tho personal
ro rDsontolivo Is bl1Sod on 011 Information 01 which roparor hos on knowlod 0,
~ ATuREOFPEJ1SQN '[ aNSl (lFORFILIN E"TUAN ADDRESS D.y~IN ...., 1q(!~
C _\// See Schedule attached ,",U
!l!ONATUfll OF PREPARER CHtER TtiANJ 1i1SC T RE55 CATE
PA16001 NTF 111179
COpYFlgh1 Forms SOIlWA'. Only. 1"11.4 NtlCll, Inc. NII4PAOOl
Estate of: Elmina H Hobaugh
6-1995-0785
SlM>lARY OF ALt.OCATIalS 'IO BENEFICIARIES
Class B
Miller R Wacker
Lucy Rhinehart
Ralph W Wacker
500.00
500.00
182,859.86
183,859.86
'.
., ""
"1
,
I
PA REV-l500 EX (7-94) pega 2
Act 1148 011994 provides lor the reducllon 01 the tax rales Imposed on the net value 01 translers to or lor the use 01
the spouse. The rates as prescribed by the statute will be:
. 3% (,03) will be applicable lor estales 01 decedents dying on or after 7/1/94 and before 1/1/96
. 2% (,02) will be applicable for estetes 01 decedents dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for estates of decedenls dying on or after 1/1/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (II) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old docedonl mako a transfer and:
a. relaln tho uso or I"como of the property transferrod;, .. ..... .. ... . . .. . .. .. ... . ...... ..... ............. .. . . ... . ...... X
b, ralaln lha rlghl to daslgnala who Bhall uBalha proparty IranBlarrad or ItBlncome... , , ".,.", .. .,. ., ., ..... .., " , .., , . ." ., X
c. rOlaln a roverslonary Intolost; or.... ... ... ... . .... . . ..... .. ... . . .. . ... . ... ..... .... .. ... .. ....... '" . . ... . ... ... X
d, racolvalhoproml.alorlllaolollharpaymenl9, bonolil9or CBlO?, ......".,...",...."..."...""..,.,....,....,..',.
x
2. II death occurrod on or boloro Oocombor 12,1082, did docodont within two voars precodlng doath transler proporty wtthout roeofvlng
adoquato consldoratlon111 death occurrod ahor Docombor 12, 1982, did docodonl translor proporty wtthln one yoar a' doath without
recolvlng adoquato con!lldoraUon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . .
x
3. Old docodonl own nn 'In trust for' bank account at his Dr 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.
PA15002 NTF 88'0
CoPyriDht Farm I 5oltw.t. Onlv. IUl4 N.lco.lnc. ND4PA002
REV~ 1101 EX. tl~111
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploaso Prlnl or T 0
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elmina H Hol:.auqh
Al' Din -ownad w11h Iha RI hI 01 Survlvorahl
ITEM
NO,
6-1995-0785
must be dIsclosed on Schedule
VALUE AT
DA'TE OF DEATlf
DESCRIPTION
1 Mellon Bank checking account #112-472-0358
2 PNC savings a/c 5030001815
Interest accrued to 9/25/95
6,783.14
1,539,66
7.89
502.78
264.62
3 leader Nursing Hare refund
4 Vitabank, net refund re pharmacy services
5 Blue Cross reiml::ursetrellts
1,192.21
6 Parthem:lre F\mera1 Hare, refund of
overpayment
346.71
. '
TOTAL (Also onlor on Ilno 5. ROCD l'ulollOn) $
(A"och oddlllonol 0 112'. ,,' ohoOISU moro spoco Is noodod.)
10 637,01
PA16081 NTF 12111
COPYright FOfl'll' 5011...,. O'llly, illig. Netto, IIle. NI4PAOIl
REV-IS'D EX + (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAll RETlJRN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR lYPE
FILE NUMBER
Elmina H Hobauqh 6-1995-0785
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 nama at tho trBnsforoe. their EXCLUSION TOTAL VALUE ',l, OF DECEDENTS
NO. rolatlonshlc-to docodonl. dale 01 transfor. OF ASSET INT, INTEREST
The decedent created a trust for
his benefit per agrearent dated
3/26/85 as amended 11/22/94.
Assets of the trust as follatlS:
1 11,879 DF Intermediate Bond Fund 139,721.62
@ 11,76207
Income accrued to 9/25/95 640.91
2 216 DF GoveJ:nrrent Se=ities 20,314.56
Fund @ 94.048927
.
Income accrued to 9/25/95 89.17
3 1,500 USA Savings Bonds Series H 1,500.00
4 16, 000 USA Savings Bonds Series IlH 16,000,00
5 Principal cash balance 324.72
6 Incc:::rre cash balance 6,968.71
7 Incare accrued on cash balances 38.04
TOTAL (Also onler on line 7, Reca-;;jlulaUon1 $ 185 597,73
(II more spaco Is needod, InsortlldditlonaJ shoots of BSITlO slzo.)
PAISIDI
NTF t;lI1A
CapYllG'" Forml SoItW&'. Only, 111114 Nelco, In.:. NII4PAt01
REV-till U'I'-",
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... Prlnl or TVP.
FILE NUMBER
6-1995-0785
COMMONWEALHt OF PENNI5VLVANt~
INHERITANCE TAX R[tURN
RUIDENT O[CEOCNT
ESTATE OF
Elmina H Hobau h
ITEM
NO,
A. Funeral Expenlea:
DESCRIPTION
AMOUNT
None
B, Admlnl.lroUv. Co.":
1.
PorsonoJ RoprooonloUvo Commissions
SocloJ 50curlty Numbor 01 PorsonoJ RoprosonlsUvu:
Yo.. Commlsolon. poJd
2. AUornoy Foo.
3, Fomily Exompllon
CloIm.nt
Add.os. 01 Clolm.nt .1 docodonl'o doo'h
5l1oo1 Addros.
Rol.llonshlp
City
51010
Zip Codo
4. Probolo Foos
C. Mlllcelllnaoul Exp.nlllf
1 C\Jmberland County L:lw Journal, estate advertising
2 Estimated additional administration expenses
.(
TOTAL (Also ontor on Ilno 9, Roc. Ilulollon) $
(If mar. Iplc.'1 nt.d.d, Inl.rt IddlUonal shelts 0' aame alze.)
PAlSll1 ." "tS
CopyrIght Fo"". eotl....,. Only, ,". NI/tO, lilt, NI.PAtlt
7,680.00
3,840.00
78.00
154.88
200,00
11,952,88
REY.HiUEX+CZ."1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Elmina H Habau h
ITEM
NO.
RElATIONSHIP
6-1995-0785
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDREBS OF BENEFICIARY
A, TAlClblo DoquoDl.:
1 Miller R Wacker
Nephew
Niece
Nephew
182,859.86
500.00
2 Lucy Rhinehart
3 Ralph W Wacker
500.00
ITEM
NO,
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
O. Chlllllblo Ind Govornmonlol Doquoo,o:
None
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS AJao onlor on IIno 13, Roco llulollon
(If more apace Is needed, Insert adcllUonal sheets of Slme size)
$
0,00
PAI5131 NTFl"'.
CapYf1llht Fo,,,,. 8oltw.,. On1v. 111114 N.lca.lnc. N1I4PA1:t1
,.... . I'} ..--
,:'J ' i',~ - ,;'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C/
BUREAU OF INDIVIDUAL lAXES
INHERITANCE TAM DIVISION
DEPT. 1I060l
HARRISBURG, PA 17UI.OUI
N01ICE OF INNERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-97
HOBAUGH
09-25-95
21 95- 0785
CUMBERLAND
101
FRANCIS A BOYLE
MELLON BANK N, A,
POBOX 7899
PHILADELPHIA
PA 19101
A.ount R..l tted
*'
1".116'''''' Ill.'"
ELMI NA
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiifli:i5W-ix-AFii-n'2=96Y-Ncifici--ciF-iiiiliiiifAiici-'fA"x-jiPPRA-isiiiENT-;-ALrciiiAiici-olim__m_--------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOBAUGH ELMINA H FILE NO. 21 95-0785 ACN 101 DATE 01-06-97
APPROVED DEDUCT~ONS AND EXEMPTIONS I
11.952,88
9. Funeral Expen.e./Ad.. Co.t./HI.c. Expen.e. ISchedule H) I')
10, Debh/N.rt.... Llobll1Un/LI.n. ISch.dul. II 1101 422,00
11, Tohl DoduoUon. 1111
12. Net Value of TaM Raturn (12)
15. Charltabla/Govarn.antal Beque.t. (Schedula J) (1S)
14, Net VoIu. of E.ht. SubJ.ct t. l.x U41
NOTE I I~ an assessment was issued previouelY, linas 14, 15 and/or 16, 17 and 18
re~lect ~igures that include the total of 6bb returns assessed to date.
ASSESSMENT OF TAX:
15. MOunt of Line 14 .t Spou..l rate (15)
16. Aaount of Lina 14 taMable at Lineal/Cl... A rate (16)
17. Aaount of Line 14 taMabla at Collateral/Cl... B rate (17)
11. Principal TaM Due
TAX CREDITS I
PAYNENT
DATE
12-21-95
06-04-96
TAX RETURN WAS I C X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Ra.l E.t.te (Schedula A)
2. Steck. ""d Bond. CSchedul. BI
5. Clo.alY Held stock/Partnership Inter..t (Schedul. C)
4. Hortgagel/Not.. Recaivabl. (Schedula D)
5. Cash/Bank Depo.lt./Hilc. Par.onal Proparty (Schedul. E)
6. J.lntly D~ Proporty CSchodul. FI
7. Tran.far. (Schedula Q)
I. Total A~..t.
RECEIPT
NUIl8ER
AA082444
AA112902
DISCOUNT C-I
INTEREST C-I
1,202,79
,00
I CHANGED
III
121
ISI
C41
151
161
(7)
,00
,00
,00
10.637,01
.00..
,00
185.597,73
IBI
HOTEl To inlure proper
crad! t to your account,
.ubtolt t... _r portion
of thl. for_ .lth your
taM payltaftt.
196.234,74
1:>.374 88
183.859,86
,00
183.859,86
will
,00
,00
27.578,98
27.578.98
27,578,98
,00
,00
,00
. IF PAID AFTER DAlE INDICA1ED. SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST,
IF 10TAL DUE IS LESS THAN .1, ND PAYNENT IS REQUIRED,
IF TOTAL OUE IS REFLEC1ED AS A "CREDIT" CCRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF lHIS FORN FDR INS1RUCTIDNS,I
,00
,00
183.859,86
X,OO.
x,06.
X ,15.
UBI
AIlOUNT PAID
22.853,09
3.523,10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTF.REST AND PEN.
TOTAL DUE
pD 'd :lJ
- ru
3 -. -..J :1)'1'
tl ~;J "
, F' ~
~- '" ()
.' ~
,
..!.J L'
(
"
C' :to> .. "
r \Q ,~
:\Jr' in Q.
)>;:> {!l
N
RESERvaTIONI E.t.t.. of d.c~t. dying on or before Dec.-ber 12, .9.2 ~. If ~w lutur. Int.,...t In the I...t. I. tr~.f.rred
In po.....lan Dr ~Jov-ent to C1I.. . (co11"trtll beneflclerl,. of the dec~t .,tt,. the Ixplretlon of any ..,.t. for
11'. or 'or YI.tl, thl C~.lth hereby Ixp,.I..lv r...rv.. the right to appr.l.. ~ ...... tran,f,,. r~rltenc' rIXI'
It the l~ful CI... . (call,'.rtl) t.t. on any .uch future In'.r..t.
P\lRPllU .,
NOTlCEI To fulfIll ttt. ,..qul,.....,t. of Section 2140 of the Jnhl,.ltMC' Wtd Esht. Tall Act, act n of 1991. 7Z P.S.
SecUon lUG.
PA'mENTI htHh the tOP portion of thh NoUn IIftd .ub81t with you,. P.yHnt to thl A......,. of wllh prlntiad on the rever.. alde.
....Hek. chHk or MMY order PlvBbl. tOI REGISTER OF MILLS, ADENT
All p.~t. rec.lved &hIll flrst bt appU,d to lW'Iy Int.r..t which ..y b8 due wlth MY r...lnd8,. 8fJPU.d to the t.lC.
REFLlCD (an, . nf~ of . taw c,.Mllt, which "'.. not r.qu.sted on the Ta. R.tu,.n, "y b. r~.ted by co..-I.Una en "AppUc.Uon
for R.fund of Penn.ylvenl. Inh.rlt~. and E.t.t. T.IC" (REV-ISIS). Appllc.tlon. .r. .vlllebll at the Dfflc.
of the R..I.t.r of will., any of the ZS A.venue DI.trlct Dfllc.., or by c.lllng the .pecl.l Z~-hour
M.NI,.I", ..rvlc. ~r. for for.. orderlngl In Penn.ylvanl. l-100-S62-2050, out.lda Pann.ylvMI. end
within loc.l Harrl.burg .r.. (717) 717-109~, TDDI (717) 771-2252 CH..rlng I....lrad Only).
OIJECTIDHSa Any P.,.ty In Int.r..t not .atl.fled with the appral...ant, allowanc. or dl..llowenc. of d.ductlon., or .......ant
01 ta. (Including dl.count 0,. Int.,...t) .. .hown on thl. Hotlca .ust Object within .IMty (60) day. of r.c.lpt of
thh Notlca bya
--..rlttan p,.ota.t to the PA D.partlent of Rav~, Board of Appaal., D.pt. 2'1021, H.rrl.burg, PA 17121-1021, OR
--alectlon to hava tha .atta,. d.tar.lned .t audit of the accQunt of the p.r.on.1 npr..antatlv., OR
..-appa.l to the Orphan.' Cou,.t.
ADttIN
IITAATIVE
cORRECTIONSa
DISCOUNT I
Fect~1 .rror. dl.cov.r.d on thl. .......ant .hould b. addr....d In wrltlna tal PA n.p.rtlant of R.venu.,
Bur.au of IndividUal T..a., ATTNa po.t A......ant Aavlaw Unlt, Dapt. 210601, H.rrl.burg, PA 17121-0601
Phone (717) 717-6505. S.. p.g. 5 of the bookl.t "In.tructlon. for Inh.rltanc. T.. R.turn fa,. . R..ld.nt
Dec.dant" (REY-1501) fa,. an IMPlanatlon of adalnl.tratlvlly co,.raotlbl. arror..
If any t.. due I. p.ld within thr.. CS) cllandar lonth. .fta,. the d.cadent'. d.ath, a flv. p.rcent C5~1 dl.count of
thl ta. p.ld I. .11owld.
ThI 152 t.. ~.ty non-plrtlclPltlon panalty I. co~tad on the tot.l of thl ta. end Int.,...t .......d, and not
paid bafor. January 18, 1996, the fl,..t day afta,. the and of the t.. a.n..ty p.rlod. Thl. non-partlclp.tlon
pan.lty 11 -..plllula In the .... ..nnar ..,d In the the .... tI.. p.rlod .. you would ...pell the t.. and Int.,.a.t
that h.. bien .......d .. Indlc.tad on thl. notlc..
PENAL TV I
INTERUTa
Int.,...t 11 charged b.glnnlng with first d.y of d.lInqu.ncy, 0,. nln. (9) .onth. MId ani (1) d.y frol thl d.t. of
de.th, to thl d.t. of p....,..t. T.... which bac... d.llnquent bafor. J~ry I, 19.2 bal,. Int.r..t at the rat. of
,1M (6~1 parcent p.r ~ calcul.t.d .t . d.11y rat. of .00016~. All t.... which bee... d.llnquent on and .ft.r
J~ry I, 1911 ..III b..r Int.,.e.t at e rat. which ..Ill vary fro. caland'" yee,. to c.land.r y.ar Mlth that rat.
announced by thl PA Dep.rt..nt of Rev~" ThI appllcabla Int.r..t rat.. for 1912 through 1997 .r..
X!!! Int.,...t A.ta D.llv Interut Fltetor U!r Intare.t A.ta D.llv Int.,...t FMltor
1911 UX .OOOS~. 1917 OX .000247
I9IS I6X .000411 1"1-1991 IlX .001501
I9I~ 1IX .000501 1991 'X .00Dl47
1915 UX .001556 1995-199~ 7X .Oao192
1966 10;( .00OZ7~ 1995"1997 'X .OOU~7
"-lnt.,...t II ulcul.ted .. followlI
INTEREST . BALANCE DF TAX UNPAID X NUHBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
-..any Hotlc. luuad .ft.,. the ta. b.COM. delinquent wlll raflect an Inter..t ulculetlon to flftean CISI d..,.
beyond thl d.t. of the ......lInt. If pay.ant I. .ad. aft.r thl Int.r..t coaput.tlon ~ta shown on thl
NoUc., adcHtlonal Inte,...t "".t b. c.lcul.tad.
JRD/June 3D, 1992/17858
MAR n '11J,~tf
In Re: Estate of ELMINA H HOBAUGH
Late of SOUTH MIDDLETON TOWNSH I P
ORJ'HANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No,:
21 - 95 - 785
No.
NOTICE OF FAILURE TO FlLE CERTIFICATION AND REQUEST TO
CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: MELLON BANK
Counsel for Personal Representative: SPENCER G NAUMAN JR ESQ
Date of Grant of Original Leners: OCTOBER 20, 1995
Date of Delinquency Notice: FEBRUARY 2, 1996
The undersigned, Mary C, Lewis, Register of Wi lis, in ~ccord~nce with Rule 5.6, Supreme Coun
Orphans' Coun Rules, hereby notifies thc Orphans' COllrl Division, Coun of Common Picas of
Cumberland County, thai neither the abovc named personal reprcscnt:lllvc nor Ihe abovc named counsel
for the personal representative have filed with the Register of Wills or Clcrk of the Orphans' Coun his,
her or its certification required by Rule S,6(d), Supreme Coun Orphans' Coun Rule and that the requisite
notice, pursuant to Rulc 5.6(e), Supreme Coun Orphans' Coun Rules, was given by the Register of Wills
on FEBRUARY 2 , 1996, and that the ten (10) day notice to file the cenificalion has expired,
Accordingly. in accordance with Rule 5,6(e) the Coun is hereby nOllfied of such delinquency and the
undersigned requests that a Coun conduct a hearing .0 determine wheUler sancllons should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative,
Date: MARCH 6, 1996 (}. ~ .
Distribution: Personal Representative
Counsel for Personal Represenlative
A HEARING IS~~~~~~ mAY d.t/) /f?/P AT //:00 A.m.
IN COURTROOM NO.1.
IF THE CERTIFICATION OF NOTICE IS FILED PRJOR TO THE HEARING DATE THE HEARING
, WILL AUTOMATICALLY BE CANCELLED. . I~~ IJ
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~~A ';'0'\ S - 'l/P HAR LD E SHEEL P
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Elmina H. Hobaugh
Date of Dcath:
Will No,
September 25. 1995
1995.00785
Admin, No.: 2195.0785
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:
I, State whether administration of the estate is complete:
Yes '" No
2, If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3, If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with
No '"
the Court? Yes
b, The separate Orphans' Court No, (if any) for the personal
representative's account is: N/A
c,
to the parties in interest?
Did the personal representative state an account informally
Yes '" No
d, Copies of receipts, releases. joinders and approvals of formal
or informal accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date 6/5" 197
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Sign ture I
Stephanie R. Covahey. Assistant Vice President
Name (Please type or print)
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Mellon Bank, N.A,. Executor
p, 0, Box 1010
Harrisburg, PA 17108-1010
Address
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Capacity: '" Personal Representative
_ Counsel for Personal Representative
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ELMINA II. HOBAUGH ESTATE
ACCOUNT NO. 266.6BP
WAIVER OF ACCOUNT, RECEIPT
RELEASE AND AGREEMENT OF INDEMNITY
A. BACKGROUND: The circumstances leading to the signing of this instrument are as
follows:
1. Elmina H. Hobaugh died September 25, 1995. Mellon Bank, N.A., successor to
Commonwealth National Bank, was appointed executor under Elmina Hobaugh's Last
Will and Testament. Mellon qualilied on October 20, 1995,
2. "FOURTH: All the rest, residue and remainder of my estate of whatsoever nature and
wheresoever situate. including that over which I have a Power of Appointment. I give.
devise and bequeath, IN TRUST, to THE COMMONWEALTH NATIONAL BANK,
Trustee under a certain Trust Agreement dated 26th March, 1985, between myself as
Settlor and THE COMMONWEALTH NATIONAL BANK, as Trustee, to be added
to and administered as a part of the Trust Estate thereby created."
3, Ralph Wacker, the undersigned, has periodically received and examined statements of
income and principal cash receipts and disbursements and wishes to agree to waive an
accounting of the administration of the subject estate or the tiling of such an account
for court audit.
B. TERMS: In consideration of the foregoing the undersigned:
1. Represents and warrants that the undersigned has read and understands this
instrument and that the facts set forth above are true and correct to the best of the
undersigned's knowledge, information and belief.
2. Waives the tiling of an accounting of the administration of the estate before the court
having jurisdiclion over this estate. Declares that the undersigned has received and
examined the periodic statements of income and principal cash receipts and
disbursements, The undersigned finds them to be correct in all particulars and accepts
them and approves them, as if a complete income and principal accounting had been
duly filed, audited, adjudicated and confirmed absolutely by the court having
jurisdiction over this estate.
3, Requests the executor to make distribution of the balance shown on the attached sheet
(adjusted for closing costs) and effective upon delivery to the undersigned of the
amount shown as distributable, acknowledges receipt of such property.
4, Agrees to refund to Mellon Bank any amount which may at the time be detennined to
have been an erroneous distribution to the undersigned regardless of the cause of such
erroneous distribution. Agrees that any period for the limitation of actions and the
collection of any erroneous distribution to the undersigned shall commence only at
such time as Mellon Bank shall have obtained the actual knowledge of such erroneous
distribution and that in no event shall the period for collection of an erroneous
distribution be less than two years after the actual discovery thereofby Mellon Bank.
5, Absolutely and irrevocably releases and forever discharges Mellon Bank in its capacity
as executor of the estate and in its corporate capacity from any and all actions,
payments, accounts, liabilities and claims relating in any way to the administration of
the estate,
6, Agrees to indemnity and hold hannless to the extent of the funds received by the
undersigned hereunder, Mellon Bank, in its capacity as executor of the estate and in its
corporate capacity, from and against any and all claims, losses, liability or damage
(including legal fees and costs in connection therewith) which it may suffer or to which
it may be subjected by reason of its administration of the estate, the settlement of its
account and a distribution of the assets of the trust without having the fonnal approval
of the court having jurisdiction over this estate,
7. Declares it to be the undersigned's intention that this instrument shall be governed by
the law of PeMsylvania and shall be legally binding as an agreement upon the
undersigned and upon the undersigned's heirs, executors, administrators and assigns,
Dated 2(P l1i:eal.~. .19 Cf]
STATE OF p(iIJj>J~"lJi'l'-'.i4
COUNTY OF CCJW\~LA",O
On this, the 2{P'<' day of FfdY;!~ . 19:11 before me the undersigned
officer, personally appeared W/j W. UJACt::Gl'... , known to me
(or satisfactorily proven) to be the person whose name is subscribed to the within instrument and
acknowledged that he/she executed the same for the purpose therein mentioned,
,I~A ':Mj.~
Ralph acker
SS
IN WITNESS WHEREOF, I have hereunto set my hand and official seal,
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My commission expires: "'1,' ',"'rl
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2P 116/rep
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Distribution
Principal and Income Cash On Hand
$14,317'
(7.200)
$ 7.117
Less estate fees
Appro", amount available for distribution
'There may be additional income tax due for 1996,
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