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Home My WebLink About95-00824 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Eslale of Donald G, Wren No, ,;;/- q 5 -8.;>';1 also known 88 , Deceased Social SecurilV No. 497-20-4798 Frank Chullck ....-.... """-... ,..-....... -. ....,.... ,. (COMPLETE """ OR "B" BELOW:I ~ A. P,obate end G,ant of Lettors end ayer that Petitionerls) Islare Ihe ExecutllL- named In the Last Will of tho Docedent, dalod March 10. 1996 and codlcills) daled Auoust 8. 1996 .._.........__,....-.....~...._DO.... belp, II follow.. Oecedent did not merry. we. not divorced, end did not hive. child born 01 lMiopted .fte, ....cutlon of the document. oUered for probe"j we. nol thl \1ctlm 01 . killinG end Wit never adjudicated Incompotent: ~ 8. G,ant of Lette,s of AdmlnlSlrallon ... "". I.: ........" ~., .................. ....... ...-.., Petitioner(s) allo, a p'ope' search has/have ascortalned Ihal Decedent lell no Will and was survlued bV the following spouse lif any) and hel,s: Name Relationship Rlllldencl nac IUonll . 11011 nece..ary. Decedenl was domiciled al death In Cumberland County. Pennsvluanla, with his/her last familv or principal ,esldence al 4905 East Trlndle Road. Mechanlsburo. Hamodcn Townshlo. Pennsvlvania .....-.-.-4--....,1 Decedent, then ~ yea,s of age, died October 27 , 19l!Ji, al 4905 East T,lndle Road, Mechanlcsbum. Hamoden Townshlo, Pennsylvania n...._1 Oecedont a' death owned property with eltlm.ted valu.. .1 follow.: (If domlcUed In PAl All pereon.1 properly ........................... . 600.000 (If not domlolled In PAl Peraonal property In Pennaylvanla . . . . . . . . . . . . . . . . . . . I . . . (If not domlciled In PA. Peraonal properlY In Counly . . . . . . . . . . . . . . . . . . . . . . . . . . . Valua of re.1 e.tat, In Penn.ytvanle ............................ I . . . . . . . . . . . . . .. . 400.000 Totll ."", . , , . . . . . , , , , , . , , . , . , , , , , , , . , . , , , , , , , , , . , , , , , . , , , , , , ,. I 900,000 Real E.tlte altu.ted II' follow.: 428 Strock! Grove Rond. UODI' Block Eddy. Nockomlxon TownshlD. Bucks Counlv. Plnnsvlyonla Wher.for., PetJllonor(.) r..pectfully requ8It(.. tha probate 0' tho lal' Will and Codicil I.) prasonted with thia Pelitlon and the Grant of latter. In tho epproprlete form to the underalgnod: Signature Typed 0' prlntod namo and rDlldonco ~tVd Frenk Chulick. Exeoutor 718 Arlington Road C.mp Hill, PA 17011 I__''''''l J':._~ . 'l5l . i.- .~8 .- ,i.:) Jl "1'; ,. CI." ,,) -~-" <l.lU' U:' ~ \. , t -~tli~'fci~f~j*~~~~~~~Y~~i;~[~~Ylb!-~~;~~-i}*k~~ij~~~~\tiJ~~;~f~~~~~t;;-~;~.f:;::~-rc~~r:f Thi, I' III u'IIH)' Ih.1I till' illlllllll.lllllll III It .l!!\t-Il I" I' '11'" L ,. I I II, .[1\ '11 ,rll)'1I1,d 11'11 Ilr.1I1 I d .It ,1111 01111\ ldt'd \\ 1111 lilt' .1' 1.1I1,t1Hq;i'II',HTht'"II~III.1I11'1I1h,.lh'\\llIh{'IIII\\,II,Jt.!!. It:, 'I,'. \:1 1l\("",I~IJ"l'l hq"llltl.llllllltlllll,c WARNING: fils IIlegolto dupllcAle this copy by photostat or photograph, Fu.' fill Ihi, 11'111'11 .llt. J! 011 3228039 Nu, ,. ;; t't;;;~):../ /~~ ;~.., l.lll,1! I(q:I\11.1f .- ,. . #~, ~'-".., '?"- OCT 3 I 1995 D.It,. CO....ONWEALTH OF PENN.nVANIA. OEPART"ENT OP HEALTH' VITAL RECORDS CERTIFICATE OF DEATH "' '."'.~" ~IIC\lA1nffUW'llI . October 27 1995 .. - .... ..,....,., ".n ::;..-==.=.. YCI'"UtIH.lYl'.t11 ~ .....r........... Gertrude NJ A WOMW>lT'IUAlUoIQAOOMN.s.- 716 Arlin on Rood .......c-..,."-'f DoG'I MTH t........O'W_, '.Mal.47 "'''tftACtlC6r_ PUlCIIOlIDlAiJ'NtOwa ....lIl,CI"Y'''''''*'1t w.. St Louie Ho _0 ''''''- 0 Sept or ". rnJtAMli~_...............__, De DeN 'U0uc.4O>1 ... ClJnberlMd "" D.tIIOf'OUlH.Mco'trI 0.,_1 20 4 8 ::::"0 ., ~IWUl."""" --- --- Single White -- jII...~-...... ,...a-.,--...... fWTrrlen ... - Hill, p" 17011 I _.. 1995 uelHIlHUUKII 01l654-L Marrisbu 903 .-- I DlADIl&n> ,~ Oc.n'6t."Y/... Z -f-, 1'I'ir " .......IPl>e_....... -..-............,..,...,.,....IlNIt...... t.W>ttCIIOfDINH twlOl-.uty ......Der_, rl"l~HlUllY ...1i'I" -. - - g- O o - --- c;.....,""..--., o o o 1'lAC100IM.lUftY,Aj,.........._......".-,. Y. .......-- ... ...0 ...0 - - mIn.IUlIOwa......... "atn..,...'""IICLUl~~~f#~_-...~_"""I"..__.....~C...-._/J. ..........,.,..................~..."...~.,...-......... ..,',.,',.,.............."......................... .. o or r .l.AHDtul'rrwo'""ICAN~~III~_.d~.,...,.D<_a-.. ..........,.,................_........................,................'~'I..._........................,.,.....,. 'MIOIC.u. U.......NCOftOH(" . CIIlI.. ........-.e...................... ..."". ...............cun...Ihe....... "I.. __ ....... MllIlIv... ""'''''''U)__ II......,.................. ............................,...,......,.,." .........,....,.,.."....,.........., ....." 01' l\AItl lINAHONUUN" ... - L,l. / I..... /tLJ H " ueu.Sf HlNMII ... ... ...0 ...0 -- -- 1";"- NAT" ~----..-... "'-"''''''--'''_"""11I",,,,,,1 ".., -uuII'IIIWONl' otlCllel~WA.lflyOCCUflND ... 0 ...0 .... ; .~ ~~ :.;r,r.: ,~ f" I ~j ii: I' , ~. ;) ~:: ..:.~ ::J UU !l. ~Z8 - 56 - LZ \ ')0' ),j); li \J q'(CI i)V / ,f}Jj LAST WILL AND TESTAMENT I, DONALD G. WREN, of Upper Black Eddy, Nockamixon Townshipr Bucks county, Pennsylvania, hereby declare this to be my Last Will anrl ~astament and revoke all wills and other testamentary writings by me at any time heretofore made. ARTICLE I. DEBTS AND DEDUCTIONS I authorize the payment from my estate of my legally enforceable debts and funeral expenses as soon as may be possible' after my death. ARTICLE II. SPECIFIC BEOUESTS OF PERSONAL PROPERTY I make such specific bequests of my tangible personal property as I may from time to time set forth in a written Memorandum hereafter signed by me making specific reference to this Article. ARTICLE III. TANGIBLE PERSONAL PROPERTY I give any automobiles and all of my tangible personal property of personal or household user equipment or ornamentr together with all policies of insurance thereon, not specifically devised by written Memorandum, to my cousins FRANK AND CARLYN 1 CHULICK of Camp Hill, Pa.r if they are living at the expiration of thirty days after my death. If they both do not so survive mer then all such personal property shall be sold with the proceeds to pass as part of my residuary estate. ARTICLE IV. SPECIFIC CASH BEOUESTS I make the fOllowing specific cash bequest: 1. I give the sum of Forty Thousand ($40,ODD.OO) Dollars to my cousin, HELEN ALBRIGHTr if she is living at the i I , , I I , I I i I, I expiration of thirty days after my death. living this bequest shall lapse. ARTICLE V. RESIDUARY ESTATE I give the residue of my estater real and personal, to my If she is not then cousins FRANK AND CARLYN CHULICK or the survivor of them. If neither FRANK nor CARLYN CHULICK is living at the expiration of thirty days after my deathr then I give the restr residue and remainder of my estate in equal shares to those children of FRANK AND CARLYN CHULICK who are then living. ARTICLE VI. DISABILITY OF LEGATEE If any legatee hereunder is a minor, or in the opinion of my Executor, is physically or mentally incapable of properly using any property or income to which such individual is entitled, my Executor shall, during said minority or incapacity r hold such property or incomer IN TRUST, for such individual and shall apply 2 so much of the income therefrom and such portion of the principal thereof as is in his opinion necessary for the maintenance, education and support of such individualr without the intervention of a guardian, and the receipts from such persons as may be selected by my Executor to receive and disburse such sums shall be a full and complete acquittance. Any such income not so applied shall be accumulated, reinvested and become part of principal. ARTICLE VII. EXECUTOR I appoint FRANK CHULICKr Executor of this will. If he dies before mer fails to qualify or fails for any reason to complete the settlement of my estate, I appoint CARLYN CHULICK, Executrix. ARTICLE VIII. DEATH TAXES All transfer, inheritancer legacy, estater succession and death taxes of any kind whatsoever (inclUding any interest and penalties thereon), which may be payable by reason of my death, whether or not with respect to property passing under this Will, and including jointly owned property and life insurance, shall be paid out of the principal of my residuary estate. ARTICLE IX. PROTECTIVE PROVISION All principal and income shall be free from anticipationr assignmentr pledge or obligations of beneficiaries and shall not be subject to attachment, execution or other legal process before actual payment to the beneficiary. 3 ARTICLE X. WAIVER OF BOND No fiduciary shall be required to enter bond in this or any other jurisdiction. ARTICLE XI. MANAGEMENT PROVISIONS I authorize my Executor/fiduciaries to exercise the following powers, in addition to those given by law, to be exercised in his sole discretion: A. To retain any property which may at any time form part of my estate as long as may be deemed advisable. B. To sell at pUblic or private saler for cash or credit, with or without security. C. To exchange, lease or partition property and to give options for sales or exchanges. D. To make distributions in cash or kindr or partly in each. E. To borrow from any Executor or from others and to mortgage or pledge real or personal property as security therefor. F. To invest and reinvest at discretion without restriction as to so-called "legal investments", with the specific right to invest in common and preferred stocks. G. To register securities in the name of a nomineer or to hold the same unregistered and in such form that they will pass by delivery. 4 the presence of each otherr all being present at the same time, have hereunto subscribed our names as witnesses. ~))~~~ C' ,)1'1 tL\u' _ .(-j~~, -/:r. of ~ (?" of 1<ru L~.... J!L. fJa /(;:"'- - .l ! , ..... ~" ~ I , _. of / '. .. 7/'/'" - //'./._- ,. cl (..'0' (, .......(.,..... /J /,;l.. 6 "' '_~ ~t -.. - . .;..-': ".':'1," .'Ii;;, .t:!i1i: .~,l"- 't,,~' ., . ! ~~~~\:{ .~ \~;.-)i' c, o'li-i ~t'~ - ,,' "I Ill' ,~ '..~' - ,- - ~, ,. ~ ~' .:,~:( ,..,~ ' '~ ' ',0, _"'oF",'_' r<:,::.;. 'T. '" '~.",.>- . i5' Ii IH 0, . t.!l t:l l 8, " " '.' ~ L-." , -.....>- .-. . ,.:~~ ~ - . ,~,- . j~-," .,". .' , 1,0 ," _~ .'-"''', "'" ,',:. lr ~. ,', " ,..0- , ,,'~ ~, :a;. " ;~ ',~ . ~t:f ; 1~t -":.;fJ~ ~1!; , , ,t" . - ~ -. -" - - \ ,> , ~'?: , "};{f~~~~t~{<<~f~I~~ rt"..?J."''; ~l~'i~ ',. ", ;~'".- ",{:;.';'!< '"::-',!Yi;~:' ~~,' :'..,:t, , ''',., .~ ,);\,;j,~;!J~j~~ . u lCl'Ii'~l", ' - ':E'Z'i:J'~".:i!:-~ [':, o ll:'8'! l '" I l':J. ~"'-;.,.,.:: ';, :j ~ID'J w I ~.".'" ""'~. 'WIo.J~~.t-~' . 'O.l;' .": . '.'. _' to O,:_~ :,~:"J; -';~,:-;. "';-' "^.'," - F.',~: '-':' .' , '.'.l';'"" : ;'-~;",~ { ;~;~':M -,,',J .,"1",,- ,i.';{; .r:- \tt'!1 }i~~.l . ,"'<: .:~y~ c" :,1.,~~ :' . ,.; ,",;', , , , ~- ','/' '-'.1,. -', . ': ~p " -., - --,,' -!-:i:,: . SOLE CODrCrL OF DONALD G. WREN I, DONALD G. WREN, now domiciled in Hampden ToWnshipr Cumberland CountYr pennsylvaniar do hereby make this Sole Codicil to my Last Will and Testament, dated March 10, 1995. I hereby revoke any former Wills and Codicils heretofore made by me, with the exception of my aforesaid Last will and Testament, dated March 10, 1995. FIRST: I hereby amend my aforesaid Last Will and Testament, dated March 10, 1995, by deleting Article IV thereof and SUbstituting in its place the following: Article IV: I make the following pecuniary legacies: 1. I give and bequeath the sum of Five Thousand Dollars ($5rOOD) to my cousinr HELEN ALBRIGHTr if she survives me by thirty (30) days. If she does not survive me, this legacy shall lapse. 2. I give and bequeath the sum of Five Thousand Dollars ($5rODO) to my cousin, JACKIE SMITH (a sister of Helen Albright), if she survives me by thirty (30) days. If she does not survive mer this legacy shall lapse. SECOND: I hereby republish and reaffirm my aforesaid Last will and Testament, dated March lOr 1995, as herein amendedr as if the same were set out here in full and I do here incorporate it herein by this reference and do declare my aforesaid Last will : and Testament, dated March 10, 1995r as herein amendedr for all purposes as and for my Last Will and Testament. IN WITNESS WHEREOFr I have hereunto set my hand and seal on Testament, dated March 10, (SEAL) r 1995. The foregoing Sole Codicil was signedr sealedr published and declared by the above-named Testator as and for the Sole Codicil to his Last will and Testament, dated March 10, 1995r in the presence of the undersigned, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. '1{~j)~ / I? R. g~ witness ~ a, ~~?-7 Witness 2 SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF DAUPHIN WE, DONALD G. WREN, and j\.)a.n<.6.~inA\e[ r i?oJ.erf- I? C!.hIUc../" rand Y-19"F'A'IC/}J II,&GNEY, the Testator and the witnessesr respectively, whose names are signed to the attached or foregoing instrumentr being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the foregoing instrument as the Sole codicil to his Last Will and Testamentr dated March 10, 1995r and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnessesr in the presence and hearing of the Testatorr signed the Codicil as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or olderr of sound mindr and under no constraint or undue influence. ENr ~~- ;? I? (ff~ witness .~t'T.'~~CL ~~ Wii:ness subscribed, sworn to, and acknowledged before me by DONALD G. WRENr the Testatorr and subscribed and sworn to before me by ~l\c.~ S ~ i ^Q I~J: ' 1? 0 berf ~. C J,... r...l, , and ~ -r {I, C I ~ /I. /9, GN E Y , witnesses, this FII.. day of ~ s7- , 1995. , /7l.~n// ,~ ,~ /7/~...-_ ublic NOTARIAL SEAL MARY ANN McCANrI. r1o~ty Public S\lll~'ra !o~nshiD, ,Dauphin CUil,ly MYCommJs~lonf,p!rcs~c, 15. 1!ri5 Member, Pcnmyl\'J'iJ Asoocl3l:on 01 ';0'''''' 3 .- -t'~ "t__ _ :"T "'0 (\:.~- - - ;:~ - . _tt: .c_. ".. () :-,' '0- " N . - -~.... 4", .. I '< ~~ : ~. ". ,,~ ',-Il. t,".?- ", , 0 ., C,) '.i.'. ~ ~;~ u.a: u: UU ~ , .~ .- ;. ~j ~~ ::l u. ....u 8~ 11llZ: ,.;lo 01:1 Ul .J ol: J: ~ i ..,=i ~ Eg~ .J~O;; D .~.t!:i~~I~ ci~ agE . 0 ~.l'i~.' .~ '..~ !!!.l~ >-N a:: . ~~ Ii :J ~ - ~ w w ~ .' . 0' .. 111 . '5 ~ <1 ..l ... ... .. ~ .' , !!:-- .'" CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Donald G. Wren Date of Death: October 27. 1995 will No. 1995-00824 Admin. No. To the Register: 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 Januarv 26. 1996 ID!nm Address Frank J. Chulick. 716 Arlinqton Road. Camo Hill. PA 17011 Carlvn H. chulick. 716 Arlinqton Road. Camo Hill. PA 17011 Helen Albriqht. 5434 Vicar ct.. Webster Grove. MO 63119 Jackie smith. 9237 Ewers. Crestwood. MO 63126 Glenn schmidt. c/o June Jensen. 8617 Edinbrook crossinq. Aot. #209. Minneaoolis. MN. 55443-1994 Justin soradlin. 726 Yorkshire Trail. Chesaoeake. VA 23320 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except to the decedent's siblings, who would be his closest living relatives. Their current whereabouts are unknown and the Executor is continuing his efforts to notify them. Dated: Januarv 26. 1996 ) ) /,' . /1 /\ (/?il'C (L- Signature Name Robert R. Church. Esq. capacity: Address Keefer. Wood. Allen & Rahal 210 Walnut st.. P.O. Box 11963 Harrisburq. PA 17108-1963 Telephone 17171 255-8059 personal Representative x Counsel for Personal Representative NOTICE OF BENEFICIAL INTE~~T 1N ESTATE BEFORE TilE REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA In reI Estate or Donald G. Wren, Deceased No. 1995-00824 TOI Glenn Schmidt c/o or June Jonson 8617 Edinbrook Crossing, Apt. 209 Minneapolis, MN 55443-1994 Please take notice of the death of decedent and the grant of letters to the personal representatives named below. You may have a benericial interest in the Estate as follows: Glenn Schmidt is entitled to distribution of a 1990 Nissanr Maxima automobile, or to the $9,500 cash proceeds from the sale thereof. Name of decedent: Last known address of decedent: Donald G. Wren 4905 East Trindle Road Mechanisburg, PA 17055 Date or Death: October 27, 1995 Place or Death: Cumberland County County or Grant of original Letters: Cumberland Decedent died testate. A copy of the Will is not attached. Name(s), addresses) and telephone number(s) of all personal representatives appointed: Frank J. Chulick, Executor 716 Arlington Road Camp Hill, PA 17D11 obtained from the undersigned. / i)l{tfl~L ..~.t~ Robert R. Churchr Esq. KEEFER, WOOD, ALLEN & RAHAL 210 Walnut Street P. o. Box 11963 Harrisburgr PA 17108-1963 (717) 255-8059 Capacity: Counsel for personal representative Additional information may be Date: January 26r 1996 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of Donald G. Wren, Deceased No. 1995-00824 TO: Jackie smith (a/k/a/ Jacqueline smith) 9237 Ewers crestwoodr MO 63126 Please take notice of the death of decedent and letters to the personal representatives named below. have a beneficial interest in the Estate as follows: the grant of YoU may Jackie smith is entitled to distribution of a pecuniary legacy of Five Thousand Dollars ($5rOOO). Name of decedent: Last known address of decedent: Donald G. Wren 4905 East Trindle Road Mechanisburg, PA 17055 October 27, 1995 cumberland county Date of Death: Place of Death: county of Grant of original Letters: Decedent died testate. cumberland A copy of the Will is not attached. Name(s)r addresses) and telephone number(s) of all personal representatives appointed: Frank J. Chulick, Executor 716 Arlington Road Camp Hill, PA 17011 obtained from the undersigned. . -; 'J ~. / 1\ J \ (;:'I"'I.\.~i,- Robert R. Church, Esq. KEEFER, WOOD, ALLEN & RAHAL 210 Walnut street P. o. Box 11963 Harrisburg, PA 17108-1963 (717) 255-8059 Additional information may be Date: January 26, 1996 capacity: Counsel for personal representative HEATH L. ALLEN N. DAVID RAHAL WILLIAM E. MILLER, .JR CHARLES W. RUBENDALL II ROBEAT L. WELDON EUGENE E, PEPINSKY. .JR THOMAS E. WOOO .JOHN H. ENOS III GARY E FRENCH DONNA 5. WELDON BR"'DFORD DORRANCE JEFFREY S, STOKES ROBERT R. CHURCH STEPHEN L. GROSE R, SCOTT SHEARER JEFFAEY F, SMITH DONALD M. LEWIS In BRIDGET M. WHITLEY KAREN J. BROTHERS KEEFER, WOOD, ALLEN & RAHAL 210 WALNUT STREET MAILING AODRESS. p, 0, BOX 11963 HARRISBURG, PA, 1710e'1963 ESTABLISHED IN 1878 HULL, LEIBY ...ND METZGER h8..3.uusa) "'ETZGER, HA'ER, KEEFER, THOM"'S AND WOOD h8eO"877) IRS No 23.0716135 January 26, 1996 WILLIAM H. WOOD S......UEL C. HARRY OF COUNSEL 'AX (717) 1&&.80&0 TELEPHONE 1717' l&a.BOOO WRITIR'. DUIIICT DIAL: 255-8,0.59 VIA CERTIFIED MAIL Mary C. Lewis, Register of wills cumberland County Courthouse Hanover and High streets Carlisle, PA 17013 Re: Estate of Donald G. Wren, deceased Cumberland county Estate No. 1995-00824 PA No. 2194-0824 Dear Mrs. Lewis: As counsel for Frank J. Chulickr Executor of the above- referenced estater I enclose the Executor's check in the amount of $ll8,750r payable to "Register of WillS, Agent." This sum represents a prepayment of the Estate's estimated Pennsylvania inheritance tax liability. Please send the receipt for this payment to my attention at the above post-office box address. Thank you for your assistance in this matter. Very truly yours, KEEFER, WOOD, ALLEN & RAHAL By: ) ') (/ ( l i " J \ ((-,,-1-1......'" ,;'\... Robert R. Church RRC/jas Enclosure cc: Frank J. Chulickr Executor P.S. I also enclose for filing an original and one copy of the Certification of Notice, as required by Rule 5.6(a). Please file-stamp the enclosed copy and return it to me in the stamped return envelope enclosed for that purpose. Thank you ) 1(... . 1\1 ,( RRC ,__--._-....-.-,-~.. ,_.r_ , .''',. '--,. . ~-~~~~5-~~)l,!'J'ft~'#:-,~#.'~""'!_r<,~_~~.,,M,~~;!;!';it~t~,:"#-y.~,""":k'>_,,~;:0~l':'!;~"'">lfJ-,i,-:~"'t,y"f:; "'"'".~;;,;;,"1f7/,1~1f;'~-#~#~; ~t ,;;.'::~__J,C_-..,J;;-;j".'i..lf'~-- .__..c,'__.. ____'" .,~_ :"__ _ ..~.' ""...L&".~~';:flI :<.'\i2-~ . . .._:.',:'" '. :._ _'::::' ;.,~"~'fti;":";{.~:"(:-:~7:'-5:?;'_:':{'i5":-::'j<'~;;,,;.t_-;:-,.-~:,__:: KEEFER, WOOD, ALLEN 6. RAHAL 210 WALNUT STREET P. 0, Box 11963 HARRISBURG, PA. 17108.1963 i I \. , " .. , , " -'''-~ ',,' ' / .~,.,' Z 398 lJ12 lJl,7 / MAIl.: HP!:U:{ :,( VIA ,y / - '76",- ,r"._~ (- CERTIFIED MAIL . MARY C LEWIS REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE HANOVER AND HIGH STREETS CARLISLE PA 17013 I;,'", . 0" '~; 1'1 .-~. . Ll . . . ':-:-" R[T"'-" p,.."'. r\PT .\ '1 -" '\d; \\~....w,,';;'i~D lIlil' r-~ , - _ ~--liUIii!il.'1' ..tl'ltJ.~jB~1I).;;~'1_V~-~r'j("-~-i.t1WA---'-~'-""'t\w,i,'li~'"~~~~19W1fI....t-tU:"]j""~~~~' ~ '. ..... '. ..' t '.' .... . ....... -'. " ..J q > -:". .," ~..\ > .... '. ""~-. . '. l . ._ ":', .,~' of .. ".r.. ". .r,' , "l~.,i .....", i ~ < :.._~. .' . .,' t. r'-' ,_ ';, "';.' ..., " ,-, .'~ .' J'> , . ",. , .. " .. : .f ',-'-'-'-"-- .- ...,.....-. ~ - ~-> .-.'--- ---"~. ~ - (' ....-...-...-.-' ....,.-.......----. ;'[...,-;... ,> .". -; i f\' .to . ) I ..-i , . i \ t. \~-="""4,""vt : I" . I .. ~ \ ,_\ r t I , ".;...- : . , f , ..1 'j'" ~" . -....... , )0 .... . . ,1 .. r . . >, II f" -f ,. .,. ..l;. . . .;. 'y' .j I I' f'; \. ~ . . .' . .......---.1 9" - -. . ..-'" ..---- ~.~-~~~_.d ~_~'"'<! ~:... , . .. IN THE MATTER OF THE ESTATE OF DONALD G. WREN, DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1995-00824 . . RECEIPT AND RELEASE CONCERNING AUTOMOBILE THIS AGREEMENT, made this 2u4 day of ~~dVvl WIT N E SSE T H : THE CIRCUMSTANCES leading up to the execution of this , 1996, Agreement are as follows: 1. Donald G. Wren (the "Decedent"), an unmarried man, died testate on october 27, 1995 and Frank J. Chulick duly qualified as executor (the "Executor") of his probate estate (the "Estate"). 2. Article II of the decedent's Last Will and Testament, dated March 10, 1995 (the "Will"), as republished by the Decedent's Sole Codicil, dated August 8, 1995 (the "Codicil"), provides as follows, to wit: I make such specific bequests of my tangible personal property as I may from time to time set forth in a written Memorandum hereafter signed by me making specific reference to this Article. J. On August 8, 1995, the Decedent executed a Memorandum, making specific reference to Article II of the Will. Exhibit A to the Memorandum provides that Glenn Schmidt (the "Beneficiary") is to receive the Decedent's automobile, a 1990 Nissan Maxima, Vehicle Identification No. JN1HJ01P7LT402809 (the "Automobile"). 4. In accordance with the instructions of the BeneficiarYr the Executor sold the Automobile to Model Motor~ Nissan, Inc., of Camp Hill, Pennsylvania, for the sum of Nine Thousand Five Hundred ($9,500.00) Dollars. The Executor and the Beneficiary believe that such price represents that approximate fair market value of the Automobile. 5. The Beneficiary desires the Executor to pay the sum of Nine Thousand Five Hundred ($9,500.00) Dollars to him, in full and complete satisfaction of any and all of the Beneficiary's right, title and interest in and to the Automobile and/or to the Estate, whether under the Will, the Codicil or otherwise. 6. In consideration of the terms of this Agreement, the Executor is willing to pay the sum of Nine Thousand Five Hundred ($9,500.00) Dollars to the Beneficiary. NOW THEREFORE, in consideration of the foregoing, and intending to be legally bound hereby, the Beneficiary, for himself, his heirs, assigns, personal representatives and successors, does as follows, to wit: 1. Acknowledges receipt of the sum of Nine Thousand Five Hundred ($9,500~00) Dollars, in full and complete satisfaction of any and all of the Beneficiary's rightr title and interest in and to the Estate and/or to the Automobile, whether under the Will, the Codicil or otherwise. 2. Absolutely and irrevocably remises, releases, quitclaims and forever discharges the Executor, including his successors and assigns, of and from any and all actions, payments, accounts, reckonings, liabilities, claims and demands relating in anyway to the Automobile and/or to the Estate. 2 3. Jacqueline smith, also known as Jackie smith (the "Beneficiary"), desires the Executor to pay her the sum of Five Thousand Dollars ($5,000) in full and completG satisfaction of any and all of her right, title anu interest in and to the Legacy and/or to the Estate. NOW THEREFOREr in consideration of the foregoing, and intending to be legally bound hereby, the BeneficiarYr does for herself, her heirsr assigns, personal representatives and successors, as follows, to wit: Acknowledges receipt of the sum of Five Thousand ($5rOOO.OD) Dollars, in full and complete satisfaction of the Legacy and of any and all of her right, title and interest in and to the Estate, whether under the Will, the Codicil or otherwise. with respect to the Legacy and the Estater hereby absolutely and irrevocably remises, releases, quitclaims and forever discharges the Executorr his successors and assigns, of and from any and all actions, paymentsr accounts, reckonings, liabilitiesr claims and demands relating in anyway to the Legacy and/or to the Estate. Consents to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, exercising personal jurisdiction over her in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, the Beneficiary has hereunto set her (a) (b) (c) hand and seal to thi~Agreement on the date first above written. WI~/ .___ JACQU Jacki v" 2 \ " _F .,.-..-~ - - - " ','; \~';' ,c., I , - IS:, M ..... r~ ill \.L- 1.', ,: 'i'i i1 ~ Ii: '-','j p. . ,'-'.5 <.)U .J' .~~ < 'J: <'", 0: S . ~~~ 0 "'. I'< ... . WE-< ~ .~. =S .. <1.1 <1.1 ~~ Jol IZffiHo4' ~~i€~ ~8!!f . o l>N . ~ ...'" '5 1'<l'!0 ~~~Jol .J ~ ci;; I 0 ~ U . E-< J, ~~~~ ..J. ~- ",~g;", "'~ . ~!;. ~I o 0'" o . nO~h ;; u..... ~8 .. t:~~: . E-<O o ~a:~ ~. PI g; U - . -00 DID - <1.10 ... 0'.... ~.iii~!!! ... 8!~Z wUU~ "a: I< ~.f;; !il uz<...... Ii z~ .Ql l:il8""< :p: .g ~w~ ~~~ w i PI l!. ~~ W E-<U W ~.<I.I '" loll'! ~ ,"" ,. . ,~ - . ,~. "j"'~"'----"-"""" .. . ..€- .. 3. Helen Albright (the "Beneficiary") desires the Executor to pay her the sum of Five Thousand Dollars ($5,000) in full and complete satisfaction of any and all of her rightr title and interest in and to the Legacy and/or to the Estate. NOW THEREFOREr in consideration of the foregoing, and intending to be legally bound herebYr the Beneficiary, does for herselfr her heirsr assigns, personal representatives and successorsr as followsr to wit: (a) Acknowledges receipt of the sum of Five Thousand ($5,00D.00) Dollarsr in full and complete satisfaction of the Legacy and of any and all of her right, title and interest in and to the Estate, whether under the Will, the Codicil or otherwise. (b) with respect to the Legacy and the Estate, hereby absolutely and irrevocably remises, releasesr quitclaims and forever discharges the Executorr his successors and assigns, of and from any and all actions, payments, accountsr reckonings, liabilities, claims and demands relating in anyway to the Legacy and/or to the Estate. (c) Consents to the orphans' Court Division of the Court of Common Pleas of Cumberland county, Pennsylvaniar exercising personal jurisdiction over her in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, the Beneficiary has hereunto set her hand and seal to this Agreement on the date first above written. IL.",~ a~~Lt, HELEN ALBRIGHT 2 ',... STATE OF MISSOURI COUNTY OF .c:;~. L(')u\ c.. On this, the I~t~ day of ~~)avV : ss. . . , 1996, before me, the undersigned officerr personally appeared HELEN ALBRIGHTr known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes expressed therein. IN WITNESS WHEREOFr I have hereunder set my hand and official seal. ANTHONY HUTCHISON NolN7 Public - N.lIUT Seal STATE OF MISSOURI St. Loul. Count)" '. ~7 COlllDlloal.a Expl_ A.... 22, 1887 ~. . ~~ Notary Public 3 HEATH I., ALLEN N. pAVID R"'HAL WiLLI...... E, MILLER, ..IR CH"'RLES W, RUBENDALL II ROBERT L, WELDON EUGENE E. PEPINBKY. .JR THOMAS E. WOOD .JOHN H. ENOS III GARY E. FRENCH DONNA S, WELDON BR"'DFORD DORRANCE oJEFFREY S STOKES ROBERT R. CHURCH STEPHEN L. GROSE R, SCOTT SHEARER oJErFREY ,.. SMITH DONALD M. LEWIS 111 BRIDOET M, WHITLEY KAREN oJ. BROTHERS BRENDA S. LYNCH KEEFER. WOOD. ALLEN & RAHAL 210 WALNUT STREET MAILING ADDRESS. p, 0, BOX 11963 HARRISBURG. PA, 17108'1963 ESTABLISHED IN 187e HULL. LEIBY AND METZGER (18_3'11)881 METZGER. HArER. KEUER, THOMAS AND WOOD (11)88'11)771 IRS No 23.0718135 July 26, 1996 WILLIA... H. WOOD S"'MUEL C. HARRY 0" COUNSEL rAX 17171 Z155.80eo TELEPHONE C7171lss.eooo WAITER'. DIRteT DIAL' 255-8032 Regist~r of wIlls Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Donald G. Wren, deceased Cumberland Countv File No. 2195-0824 Dear Sir/Madam: Our firm represents Frank J. Chulick, Executor of the above referenced estate. I enclose the Executor's check in the amount of $ 3'1. C'''(),~ payable to "Register of Wills, Agent." This sum represents payment in full of the Estate's estimated Pennsyl- vania inheritance tax liability. By separate letter to the pennsylvania Department of Revenue I have requested a six (6) month extension of the filing date for the Estate's pennsylvania inheritance tax return. Please issue the official receipt and return it to me in the enclosed self-addressed, stamped envelope provided for that. purpose. Please call me at the direct-dial number listed above if you have any questions concerning this matter. Thank you for your anticipated assistance. RRC/mw Enclosure Very truly yours, nn C iii \,; KEEFER, ~OOD, A~Lp1 ~~RAHAt.: By: (")!~ 0--L....I....{'-.. f.:: Robert R. Church, ES~ _,:0 .6 In ~'::: " '.-: '. ,\ " . ,", -', ~... i. '0 "(1 t K :r":'i 0 '. . {,I 2. .. .-.-..,....-............-.. ~"- , '. . _....-,,'.,-..,..... . .. '-. .'. . . ...... . '" ....:,>1",. .... ~ _........~t'~~$!t'f'tfft*:1.'"f..~l,o~..~,!~j"~'.....;~,.,~,_<!~\ ~-'~.--'''''o;!tt''...'*filio'"*'''I'''''~.~'h.-r.'''''''~,:~'"~':--':,'!'i'?'~.:'''' .,'f .... '-.- ".. - . . -, '. .. '"." . .;.-........ ""-,' .,.."c....< .. n,' ,...,_. ".' . '!. U,~~~.r = HW"~B~~~ ., ___ J,~L'IL _-'. ~lJ~j' $2,52 00057..&.Ob KEEFER. WOOD. ALLEN &. RAHAL 210 WALNUT STREET p, O. Box 119153 HARRISBURG. p,.. 17108.1963 . CERTIFIED L~" Z 398 '11,2 S?1 MAIL v_lID".'I' ..u...,...... c~tC .;J ~ (12 ~ c.. ~ (5 0\ l'l .... :J Q) 'li.i '0 tl'. If. 0: "... :i ,..."Iv CERTIFED MAIL - RETURN RECEIPT REOUESTED REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE PA 17013-3387 17B13-:3~q2 02 ""/1'"011'"".,/1",1",1""/1,/,',,,,),/1/,,,,,,/111",/ ~ ~~""'~.~~~~'''''--~~''''.''''''''''--''' 'j .._-.1I1---....1t'<A~W4-T'1~'ff~ ..t' '. ~ c. . . ~ . .1 " . J. . '.:tit- ! ~ '..1 :':, .,.~.. ~ . ....' ',. :. ".' '; ; '-", 'r,~ I ".1 . '. oj "i..\j r" , :,,' ',. . r 'f._" '. " ,I . . ,.; '. ~ . f' . ,j I . " .. \' ., Po' ~, ,. . .f ,. "'-.. '.- .'f .' . .... ... --.-' ...--" r'""" .,.,. 1 ~- r: -.. ...,--,~ '-'-'- -.:::,.,-" '1 .., ....' " ~, - ,~ I , J [ I I .J @ (ill [p w HEAlH L. ALlEN N DAVID RAHAL WilLIAM [ MILLER. ...n CHARl.ED W RUBENDALL D ROBERT L WeLDON EUGENE I: PtPINBKY. .JR THOMAS E. WOOD .JOHN H ENOS m OARY E. FRENCH DONNA B WELDON BRADFORD DORRANCE .JEff'REY S. STOKES ROBERT ft. CHURCH STEPHEN L. OROSE R. BCOTT &HE...REA .lEHRET r. SMITH DONALD M LEWIS m 8RIDOET M WHITLEY KAREN ..I. BROTHERS BRENDA II LYNCH fit, KEEFER, WOOD, ALLEN & RAHAL 210 WALNUT STREET MAILING ADDRESS. p, 0, BOX 11963 HARRISBURG, PA, 17108.1963 ESTABLISHED IN 1878 HULL. LEIBY ANO METZOER 11943.1liJe81 M[TZOER. HArER. KE[HR. THOMAS ANO WOOD U88e.19171 IR5 No 23.0?le13e July 26, 1996 WILLIAM H WOOO BAMUt.L C. HARRY or COUNSEL ,-..!.J.. 95-.f/. 'I 'AX 17171 2D8.S080 TELEPHONE 1717128S.BOOO WII,nll. OUtlet DIAL 255-8032 Register of wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Donald G, Wren, deceased Cumberland Countv File No. 2195-0824 Dear Sir/Madam: Our firm represents Frank J. Chulick, Executor of the above referenced estate. I enclose the Executor's check in the amount of $ ?H, I~~ ,~(: payable to "Register of Wills, Agent." This sum represents payment in full of the Estate's estimated Pennsyl- vania inheritance tax liability. By separate letter to the pennsylvania Department of Revenue I have requested a six (6) month extension of the filing date for the Estate's pennsylvania inheritance tax return. Please issue the official receipt and return it to me in the enclosed self-addressed, stamped envelope provided for that purpose, Please call me at the direct-dial number listed above if you have any questions concerning this matter. Thank you for your anticipated assistance, RRC/mw Enclosure Very truly yours, KEEFER, WOOD, ALLENC'fClRAHAj:.. ,) ( C W ~ By: I '\ I ~ ({,+.L"~~ . Robert R. Chur?h, ES~ tel -n ::0 . In .~) Ii ': -0 .J ::-llC ):-0;:1 ,-' L~-t .. u .!:> o Estate Inventory Valued as of Date of Death Par Value Bonds, Debentures, T-bills pennsylvania St. Pub, Sch. Bldg at Lse. Rev. Prf, '97 Bond, dated Dec. '79, 7.6%, due 11/01/98 $ 5,363.00 5,000 Interest to date of death 200.00 No. of Shares Total Bond, Debenture, T-bill Stocks $ 5,563.00 200 carter-Wallace, Inc., common, NYSE $ 2,138.00 346,493.7900 Fidelity Investments Mutual Fund, Acct. No. 401/0271496838 - spartan PA Municipal Money Market Fund 346,493,79 1,816.88 171 GenCorp, Inc., common, NYSE 992.8710 John Hancock Global Technology Fund-Class A (formerly John Hancock National Aviation and Technology Fund) 532 John Hancock National Aviation and Technology Fund (now known as John Hancock Global Technology Fund)-Class A 9,759.2110 Seligman Growth Fund-Class A, Account No. 1269670009 26,450.08 14,172.48 54,456,40 4,019.2540 Vanguard VFISF-GNMA Portfolio - Account No. 19879950162 41,237.55 Dividend at date of death 17,875.7800 Vanguard VMMR-prime Portfolio - Account No. 09879950162 214.38 17,875.78 Dividend at date of death 72,86 Page 1 Estate Inventory (Continued) No. of Shares Stocks 3,129.6800 Vanguard Wellesley Income Portfolio - Account No. 09879950162 $ 62,374.52 5,838.6490 Vanguard Windsor Fund, Account No. 9879950162 91,433.24 Total Stocks $ 658,735.96 Checking Account CoreStates New Jersey, checking acct. no. 0202180667 $ 1,997.78 Interest to date of death 0.66 Total Checking Account Tangible Personal Property 1990 Nissan Maxima automobile, VIN #JN1HJ01P7LT402809, as valued by Model Motors Nissan. Inc. $ $ 1,998.44 9,500.00 Retained Household Goods, Antiques and Personal Effects, valued per appraisal Sold Household Goods and Personal Effects, valued per net proceeds from auction 4,553.00 11,917.00 Total Tangible Personal Property $ 25,970.00 Page 2 I, . Estate Inventory (Continued) . . Real Property Residence and a total of 31.46 acres located in Nockamixon Township, Bucks County, Pennsylvania - consisting of Bucks County Tax Map Parcels Nos. 30-016-033-001 (.9134 acres), 30-016-31 (13.707 acres), and 30-016-8 (16.85 acres), as more particularly described in those certain Deeds dated January 2, 1992, which are of record in the Office of the Recorder of Deeds in and for Bucks County, Pennsylvania, in Record Book 398, at page 644 et seq., all as valued in accordance with the appraisal of Charles G. Happ, Realtor. $ Total Real Property 410,000.00 Total Inventory $ 410,000.00 $ 1,102,267.40 =============== Page 3 I I I I r i C P o 0 NAME R N R 0 Robert R, Church Eo uire E E S N IELEPHONE NUMBER T 717 255.9059 1. Real Esl~le (Schedulo Al 2. Slocks and Bonds (Schedule Bl 3. CILsety Held StocklPartnership Inlorest (Schedule C) 4. Mongages and Notes Receivable (Schedule Ol 5. Cash. Bank Deposits & Miscellaneous Personal Propelty (5ch E) 6. JOintly Owned Property (Schedule Fl 7. Transfers lSchedule G) (Schedule Ll 8. Tolal Gross Assets ha1allmes 1-71 9. Funeral Ellpenses. Administrative Costs Miscellaneous Ellponses (Schedule H) 10. Debls, Mortgage liabilities. liens (Schedule I) 11. Tolal Oeducllons ltolalllnos 9 & 101 12. Nel Value of Estate (Line 8 minus Line 11) 13. Challtable and Governmental Bequests (Schedule J) 14. Not Valuo Sub eel 10 TalC (Line 12 minus Line 13) 15. Spousal Transfers (lor dales of dealh aller 6-30-94) See Instructions fOf Applicable Percenlage on page 2 (Include v.llues horn Schedule K or Schedulo M.l 16. Amount of line 14 taxable al 6"/" rale (Include values horn Schedulo K or Schedulo M ) 17. Amounl 01 Line 14 tlllcable at Hi"/~ mte 1 Include v.l1uos horn Schedulo K or Schodule M.) 18. Principalla.. duo (Add Inllhorn Line IS, 16 and 17 , 19. Credlls Spousal Poverty Crodll Prior Payments Dlscounl Intorest 0.00. 152,750.00. 6,250.00 0.00 20. II Line 19 is realer than Line 18_ entor Iho dllferenco on LIne 20 This 15 the OVERPAYMENT. [!Jx~ Check hero" au are re u8s.ln a refund of our DVlr . men.. 21. II Lino 18 is greator than Llno 19. ontor tho dlllolence on Line 21. This IS tho TAX DUE. A. Enler tho inlerest on tho buli1nco duo on line 21A B. Enter Ihe tolal 01 Lino 21 and 21A on Llno 218 ThiS IS the BALANCE DUE. Mike Check Pa able to: Re liter of Willa, A ent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ UntJfIf pcll\oIlllltS 01 pellury.1 detl.r.lh.t I h.\I" Itumlned ltl1slelurn.lIlCludtng"compol"~lng schPdul"'lI"ld shll'""'"tS..nd to thlt best of rTrf kOO-Ntedge.nd beltet.lt It tlUtl, COlrucl.ndcornplate I dltcl"..th.t.1I III.lellt.lll hn b&lIn ft"lOlled .tllliG fNl~"t .....Iuu Decl.,.!lon 01 ptep4re, olhe, th.n Ihl:tptllSONlllllptlhent.!lve Is baud on.lllnloflnltlon 01 'hhlth pr~plrll' hn."" kno'hledg~ nrv ~n E P 0 C R C Kn , \!I00[k ..7-941 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS rOR OATE50F DEATH AFTER III IF A SPOU5AL POVA1YCl~[OlT ISC AIM FILE NUMBER 1/ I CHECK HERE co~~m'llWt'\~&;f,\'1:'i:M'N" HARH1SR5fth ~A iihll-0f>01 1 ~95 'fEAR 08:14 NuunEIl cl C:OUNIYCOOE o E C E o E N T orCEOENT'S NAUr (LAST fIR51 AND MtOOLE INHlAL' Wren. DOIlc11d G. (lECrorN' ~;c:()uf'l[1l AODRE~.~. 490~ EanL Trindle Road r1ech.ll11cnburg, PA 17055 SOCIALS[CURITY NUUUEU DAlE Of O[ATH OAI[ Of OInTH 497-20-4798 10/~7/95 09/1G/~7 Counly CUfo1UEHLAUn If APf'L1CAllL[1 SURVIVING ~.POU!i[ S NAI.I[ ,LAST ,fIWi1 AND l.4IDDL[ INITIAL - SOCIAL s[curmy NUMnEJt AMOUNT RECEiVED ISEE INSIRUCIIONSl Remainder Return (lor dales 01 death pllor to 12-13.82) Federal Eslale Ta.. Return Requlfod Total Number of Safe DepOSit BOllOS 2. Supplemental Relurn 4a. Fuluro Inlerost Compromlso lfor dalos 01 de;Jth 11110r 12-12-82) [li] 6. Decedent Died Tes1ate D 7. Decedent Mainlalned n LIVing Trust (Attach co of Will) (Attach a co 01 TfuS1) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 1. Ouglnal Relum 4. Llmlled Eslatc ITI 5, o B, R E C A P I T U L A T I o N COl.4PLEfE MAILING ADDRESS Keefer, Wood, Allen & Rahal 210 Walnut St" P,O, Box 11963 Harriobur PA 17108-1963 (1) 410 ,000,00 (2) 664,298,96 (3) (4) (5) (6) (7) 27,968.44 57.000.00 (B) 1,159,267.40 (9) 118,330,10 (10) 43,264,45 (11) (12) (13) (14) 161,594.55 997,672.85 0.00 997 672.85 (15) 0.00 x. Q.Q...' 0.00 (16) 0,00 O,OOX06' T A X C o M P U T A T I o N (17)_ 149,650,93 997,672,85 X 15. (IB) 149,650.93 (19) (20) 159,000,00 9,349.07 (21) ( 21A) ( 21B) 0,00 0.00 0.00 ADDnESS 71.6.A,1.in9tOJ.1 Camp lIill, PA ADOR[!i5 DATE J~C?~~.. . 17011 , II't /q7 QAt[ rank . Chulick. Executor :;IGNATU~YO) l'nfrY~~1~" TUMj n[~[~;[NIATIVE JI 1\ (C:, fll....c.(.L.,..- Rotfert ~. Church. ESQ. C{)f'yrtghl ;c, 19'H lorm 'Oll'h"~ olllf CI':itlll"'Il', Irll ?_l_~_\.'l~lnut nLl:ce~. P.O. BO.~_Ll_~~~...._ Jlan-iubllrq; (ll\ 17108.1963 _11 !'11'17 forr;;-tSDOln"y 7-94, Recor( iJ(j R"..." ", Go..... ...' ...I.t, 01 " Vlill$ ':.! '97 JAN 24 1'12 :53 CIOII,' CUmbl)':rt", , \.-.;(;IJn Co. PA .-! r .. . ., , Act 1t4B of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: 03% (.03) will be applicable for estates of decedents dying on or alter 7/1/94 and bafore 1/1/96 02% (.02) will be appllcabla for estates of dacedents dying on or alter 1/1/96 and bafore 1/1/97 01% (.01) will be applicable for estates of decedents dying on or alter 1/1/97 and before 1/1/9B oSpousal transfers occurring on or alter 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transle, and: .. retain thl use or income of the property transferred. - . . , . . . , , . . . . . b. retain the right to designate who shall use the property transferred or its income, . c. ,etain a reversionary inlerest; Of . ...,.,.;....... . d. 'Rulve the promise for life of either payments, benefits or care? . , . . , . . , . . . . . . , , . 2. II death occurred on or before December 12. 1982. did decedent within two years preceding death Iransfer property without receiving adequate consideration? If death occurred aftef December 12, 1982. did decedent Iransfer property within one year of death wilhout receiving adequate considerallon? . . . . . . . . . , . . . . . . . . . . ' . . . . . . , ... . . . . . . . I 3. Did decedent own an 'in trust for' bank account at his or her death? . . . . . . , , . . . . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. I Copyright lei '994IDfmlollw.'. Dnly CPSYSlttrnl,lnc. FOlrn 1500 (R.v, 7.9.4) '.,": .,.... . ~~o ~ D AA 082555 ,COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ..""UU..I&..41 ACN ASSESSMENT II'!" CONTROL ... NUMBER AMOUNT RECEIVED FROM. a CHURCH ROBERT R ESQ POBOX 119b3 210 WALNUT ST HARRISBURG, PA 17108-19b3 lu1 "11 t::I , I~U. UU 1010'" 104DHUf ESTATE INfORMATION, f:'t filE NUMBER ~ 21-1995-0824 f:'t NAME Of DECEDENT (LAST) ~ WREN DONALD G m OATE Of PAYMENT EI POSTMARK OATE COUNTY SSN 497-20-4798 IfIRST) (Mil CUMBERLAND OATE Of DEArH fa TOTAL AMOUNT PAID $118.750.00 DO RECEIVED BY Wtt1/JM .f!..!::;Ijuu ~J/J~ (/ II"N;d'~-,_~ MAR V C, LEWIS ~)-,-,~, & REGISTER OF WILLS REMARKS FRANK J CHULICK CIO ROBERT R CHURCH ESQ CHECK" 107 SEAL TAXP.~YER 1;~~lfj!:W::iii!~i!!n!:i':i.~;j!llmiiJliilll:lill~ll'!\lfij!,! ,:\~ t':iIIH""'i'::I:!lilii!\l!i;'.~m!l!!!:!\!!!iji::!i!i!li!Hiii!il!!:i!'!ilI!ililiij!lil~'ililil!l;iliII!iUti!l!:i!:i'hilill;"';i;i!i""1!!!!i"i!::;':. '1\i!i!!::!IH;l;rll!!~:"l;iillh:;H!IH;ir!lnHmll ::';'::;:1:\:!:'; :",:':;, ;!;:::."::Im::'!;\~,II::[11 :!;I;. q\I ":,li:."" ,I:!;;::~:::::,::":', ::,:i:;'; ,:,;:.:,: :;;;:::;i:.'ji,!!:;;!:::;:!':,;:ii!:n:;:;!,;,,':i!li::!!:;;1:::,: ':';;1:';::': '!';" :'::":"1,;:.; "..:',.,';. '.::i" ;:::!:' "!';:' ,:\i;!i;{~: , I . . .N-llUU,....) ..-'.....-~..,r:"':'.:.\..,...~.."....r..\....~-.\,.:.-..:lt~' _..... p........... '-.''''- h, , .... h, . ~ ;' COMMONWEALTH OF PENNSYLVANIA c- . , . " DEPARTMENT OF REVENUE ' ..' / " OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .,~ ::. .,~..,_... 'l ' , .. .."'...::_~._ ....'('....".' .. ...--:'...~....f DNO,AA\'146563 RECEIVED FROM. E3 ACN ASSESSMENT Ii' CONTROL I,;iI NUMBER AMOUNT CHURCH ROBERT R ESQ POBOX 1196:3 210 WALNUT ST HARRISBURG, PA 17108-196:3 101 .~4,OOO.OO fOlD If" ESTATE INfORMATION. flit fiLE NUMBER g 21-1995-0824 E't NAME Of OECEDENT lLAST) ~ WREN DONALD G ... OATE Of PAYMENT iii 7/ 9/9 m POSTMARK OATE COUNTY SSN 497-20-4798 (fiRST) (MI) CUMBERLAND OATE Of OEAlH m TOTAL AMOUNT PAID $:34.000,00 CW RECEIVED BY crna.!t(J.l'~;'~~ pJA.- , ~~~jS~ERL~~I~ILLS J{)..W,,~ 10/27/95 REMARKS SEAL FRANK CHULlCK C/O ROBERT R CHURCH ESQUIRE CHECKll 15:3 TAXPAYER ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 200601 OARRISBURG, PA 17120-0601 July 31, 1996 ROBERT R CHURCH ESQ KEEFER WOOD ALLEN AND RAHAL 210 WALNUT ST PO BOX 11963 HARRIS8URG PA 1710B-1963 Dear HI', Churchl Rei Estate of Donald G. Wren File NO,I 2195-0824 This is in response to your request for an extension to file the Inheritance Tax Return for the above-referenced estate, In accordance with Section 9136(d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six (6) months, This extension will avoid the imposition of e penalty for failure to make a timely return. Ilowever, it does not prevent interest from sccruing on any tax remaining unpaid after the delinquent date, The return must be filed with the Register of Wills on or before January 29, 1997. 8ecause Section 9136(d) of the 1995 Act allows for only one extra period of aix (6) months, no additional axtension(s) will be granted that would exceed the maximum time permitted, ,""\ Sincerely, , .,. 0' .I 1,.-7/' \....~4-.}'L..1.... / ; I /" ~';"l'...:,/.;l(:....l ,,.... /'i" ......... --\ /_. /.. ,,' ;' " "'~ i.f , . John c. Hurphy, Chief' Inheritance Tax Division S-ITIINII83 OBlCR1l3 , .. SOLE CODICIL OP DONALD G, WREN I, DONALD G. WREN, now domiciled in Hampden Township, Cumberland County, Pennsylvania, do hereby make this Sole Codicil to my Last Will and Testament, dated March 10, 1995. I hereby revoke any former wills and Codicils heretofore made by me, with the exception of my aforesaid Last will and Testament, dated March 10, 1995, FIRST: I hereby amend my aforesaid Last will and Testament, dated March 10, 1995, by deleting Article IV thereof and substituting in its place the following: Article IV: I make the following pecuniary legacies: 1. I give and bequeath the sum of Five Thousand Dollars ($5,000) to my cousin, HELEN ALBRIGHT, if she survives me by thirty (30) days. If she does not survive me, this legacy shall lapse, 2. I give and bequeath the sum of Five Thousand Dollars ($5,000) to my cousin, JACKIE SMITH (a sister of Helen Albright), if she survives me by thirty (30) days, If she does not survive me, this legacy shall lapse. SECOND: I hereby republish and reaffirm my aforesaid Last will and Testament, dated March lO, 1995, as herein amended, as if the same were set out here in full and I do here incorporate it herein by this reference and do declare my aforesaid Last Will :.,7!' .,....; .. -~, . .' :~:/ :,.;.:'t1 t" . . ., .. .:.': ~Jt;~~~~~~i~v,~~ \ i ClOll:.O~l1:;nc (;-;:,rt, '. C>,J1Toh;Irlfiri1 (;(IJnft ' _.~,' 1 ,~". ., ! . and Testament, dated March 10, 1995, as herein amended, for all purposes as and for my Last will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal on Testament, dated March 10, , 1995. (SEAL) The foregoing Sole Codicil was signed, sealed, pUblished and declared by the above-named Testator as and for the Sole Codicil to his Last Will and Testament, dated March 10, 1995, in the presence of the undersigned, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses, '-j{~1J~ / I? R: g'J1.~ Witness ~ a. ~'_)-. Witness Ct' 7 2 SELF-I'ROVIllG.AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS, COUNTY OF DAUPHIN WE, DONALD G. WREN, and f\ la.n <.0 .. "R i I1A \ e r , f?o/'erl- !(. C!.hwrc.)., , and PA"',f'~c;/)J /I,&GNEY, the Testator 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 Testator signed and executed the foregoing instrument as the Sole Codicil to his Last Will and Testament, dated March 10, 1995, and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Codicil as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ~G.LnMM DONALD ,WREN, Testator ~l3:L. Witness y- ;? I?~~ witness --/(?tJ.'~~U ~:?/ Witness Subscribed, sworn to, and acknowledged before me by DONALD G. WREN, the Testator, and subscribed and sworn to before me by ~I\c.~; \<i^~c:r , 1?ol:.~d.. ~. CI,...r...1, , and ..,. I 114 /l. 1 GNEY , witnesses, this F-It. day of At. usl- , 1995, /iOTA;;',1tS,,1t MARV Mm McCM;:1 'ictJ:y Pt.:fic S....,~HJ T~',\ns~;o, rJ~::~jl1 Cc:.;n~,' 'hC::i::':l;s::~nf.'cir~sr~= 15.19'j~ ',~f.T.:cr. rtrJlhl\'JI1J "S5:~IJl:Ot'1 L! .\t;'~1 ros ,-, '~ ~;<'-::/7l)'o ra~~ ~__.... NotarVUblic ;; !. --- .; . , . ''',0 ',~.~.t"iJw' 'f. ,'j...... \;J'J t\ SC ,1 "r~;" I C.~ "j'OI:.,,, '. . ~.. . .. . .0 .. ". . '. _'01 ":-::~~z...j;:~:~~;.....::" ,;.1'11111'1'.. ~t~"~-'~' ":\...~~~' (~~2~~ . ~., Jl(J,l .'!t. '-ff.L ,', : . cl~;',n' ,qrqinno Court " ,...' ,. ,O'/:,<t;or/a:ld CoAInty " " I, '. " I . I'. > ", ) 1,<" "',,.01,,"., J " '. , I 'II.' to \~;. ' "J,I.) " '1'\' ,,' J." ,), ,\,\ 1II"IlIlI,\\"LAST WILL AND TESTAMENT I, DONALD G. WREN, of Upper Black Eddy, Nockamixon Township, Bucks county, Pennsylvania.. hereby declare this to be my Last Will and Testament and revoke all wills and other testamentary writings by me at any time heretofore made, ARTICLE I. DEBTS AND DEDUCTIONS I authorize the payment from my estate of my legally enforceable debts and funeral expenses as soon as may be possible' after my death. ARTICLE II. SPECIFIC BEOUESTS OF PERSONAL PROPERTY I make such specific bequests of my tangible personal property as I may from time to time set forth in a written Memorandum hereafter signed by me making specific reference to this Article. ARTICLE III, TANGIBLE PERSONAL PROPERTY I give any automobiles and all of my tangible personal property of personal or household use, equipment or ornament, together with all policies of insurance thereon, not specifically devised by written Memorandum, to my cousins FRANK AND CARLYN 1 ." ., ~HULICK or Camp Hill, Pa" ir they are living at the expiration or . .. . :/ ;1 ; pass as part of my residuary estate. thirty days after my death, If they both do not so survive me, then all such personal property shall be sold with the proceeds to ARTICLE IV. SPECIFIC CASH BEOUESTS I make the fOllowing specific cash bequest: 1. I give the sum of Forty Thousand ($40,000.00) Dollars to my cousin, HELEN ALBRIGHT, if she is living at the expiration of thirty days after my death. living this bequest shall lapse. ARTICLE V, RESIDUARY ESTATE I give the residue of my estate, real and personal, to my If she is not then cousins FRANK AND CARLYN CHULICK or the survivor of them, If neither FRANK nor CARLYN CHULICK is living at the expiration of thirty days after my death, then I give the rest, residue and remainder of my estate in equal shares to those children of FRANK AND CARLYN CHULICK who are then living. ARTICLE VI. DISABILITY OF LEGATEE If any legatee hereunder is a minor, or in the opinion of my Executor, is physically or mentally incapable of properly using any property or income to which such individual is entitled, my Executor shall, during said minority or incapacity, hold such property or income, IN TRUST, for such individual and shall apply 2 1 .mo mooh 0' 'h' '.00.. 'h.r"ro. .nd oOob por"on 0' 'h. pr1no1p" thereof as is in his opinion necessary for the maintenance, education and support of such individual, without the intervention of a quardian, and the receipts from such persons as may be selected by my Executor to receive and disburse such sums shall be a full and complete acquittance. Any such income not so applied shall be accumulated, reinvested and become part of principal, ARTICLE VII, EXECUTOR I appoint FRANK CHULICK, Executor of this will. If he dies before me, fails to qualify or fails for any reason to complete the settlement of my estate, I appoint CARLYN CHULICK, Executrix, ARTICLE VIII. DEATH TAXES All transfer, inheritance, legacy, estate, sUccession and death taxes of any kind whatsoever (inClUding any interest and penalties thereon), which may be payable by,reason of my death, whether or not with respect to property passing under this Will, and including jointly owned property and life insurance, shall be paid out of the principal of my residuary estate, ARTICLE IX. PROTECTIVE PROVISION All principal and income shall be free from anticipation, I assignment, pledge or obligations of beneficiaries and shall not be subject to attachment, execution or other legal process before actual payment to the beneficiary. J . .. ARTICLE X. WAIVER OF BOND No fiduciary shall be required to enter bond in this or any other jurisdiction. ARTICLE XI. MANAGEMENT PROVISIONS I authorize my Executor/fiduciaries to exercise the following powers, in addition to those given by law, to be exercised in his sole discretion: A. To retain any property which may at any time form part of my estate as long as may be deemed advisable. B. To sell at public or private sale, for cash or credit, with or without security. ' C. To exchange, lease or partition property and to give options for sales or exchanges. D. To make distributions in cash or kind, or partly in each. E. To borrow from any Executor or from others and to mortgage or pledge real or personal property as security therefor. F. To invest and reinvest at discretion without restriction as to so-called "legal investments", with the specific right to invest in common and preferred stocks. G. To register securities in the name of a nominee, or to hold the same unregistered and in such form that they will pass by delivery. 4 ..---- I I I Acknowledgment by Testator and Affidavit of Witnesses ; I I i I I i COMMONWEALTH OF PENNSYLVANIA . . SS. COUNTY OF BUCKS Donald G, Wren Charles H. Dorsett, Jr. We, E. Marie Bennett and Anne Lee the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing will, being first duly sworn, do hereby swear to the undersigned authority that the Testator signed and executed the instrument as his last will in the presence of .the witnesses named and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witnesses and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator /s/ Donald G. Wren Witness /s/ Charles H. Dorsett. .Jr. witness /s/ F.. MFlrip Rpnnpt-t- Witness /s/ A.nnp T,pp Subscribed, sworn to and acknowledged before me by Donald G. Wren , the Testator, and subscribed and sworn to before me by and March Charles H. Dorsett. Jr. E. Marie Bennett Anne Lee , the witnesses, this 10th day of , 1995. /s/ Joan M. Conduit Notary Public (Seal) NOT ARlAI.. SEAl.. , JOAN M. CONDUIT. NOLUYcPubhC Do)I..",wu BOIllUlb. Buc.. 0, My ComOlllllOD EJp"" Nov. 23. '991 Estate of Donald G. Wren. deceased Schedule of IRD Items. as of Date of Death, October 27. 1995 Descriotion Amount $ 214.38 72.86 0.66 S 287.90 ,. 1. Vanguard VFISF-GNMA Portfolio Accrued Dividend 2. Vanguard VMMR Prime Portfolio Account Accrued Dividend 3. CoreStates Checking Account - Accrued Interest Total Total Federal Estate Tax W/IRD Items Less Federal Estate Tax w/o IRD Items Fed. Estate Tax Allocable to IRD Items $99,985 199.889) S 96 , l .7lppraisal!J( eporl by Charles G. Happ. Realtor P.O. BoxSQ9C396 Doylestown, PA 18901 ~SOOC 215.348.3578 0396 April 6, 1995 Mr. Frank Chulick 716 Arlington Road Camp Hill, PA 17011 Re: Donald Wren property Strocks Grove Road Nockamixon Township, Ducks Co., Pa. Dear Mr. Chulick: .In response to your request for an appraisal of the present fair market value of your uncle's property on Strocks Grove Road, which I understand you are contemplating purchasing from him, I have made a personal inspection of the said property on March 27, 1995 and hereby submit a report of my findings. LOCATION AND AREA The property is located on the north and south sides of Strocks Grove Road, about one mile east of Rock Ridge Road, in the south- easterly corner of Nockamixon Township. This places the property about two miles east of Highway #611 and about 3~ miles west of River Road along the Delaware River which separates the state of New Jersey. These are the two main directions of entry to the locale which draws some buyers who commute daily to and from the New York area or use their properties as summer and weekend homes. Route #611 is a direct route for the 18 mile journey to Doyles- town for business and professional people who like the secluded surroundings of upper Ducks County. Other residents of the are are attracted to it because it offers the opportunity of some low cost housing, trailer homes set on country lots, and for keeping trucks, vans, trailers arid other types of equipments what would not fit into more built-up neighborhoods, Unfortunately, all of the aforementioned conditions exist just a short distance east of the property (about one-quarter of a mile away) but the trailer home, trucks, old cars and farm equipment are not visible from the subject property due to some intervening woodlands. While this dense growth provides a rather permanent screen, these existing conditions have a definite downgrading effect on the market value of the pro- perty, The remainder of the surrounding area is made up of country homes of widely varying size and valuesl many of them inferior to the subject property. Soils in the area are quite rocky and wet, thus there is not the number of farms with nicely planted fiolds and pasture land that are present in other adjoining townships. Appraisal of Donald Wren property, Strocks Grove Rd., PLige -2- ZONING The Zoning Map of Nockamixon Township indicates that the property is located in a district zoned RP- Resource protection, as shown on the reproduced portion of said map that appears below, This district covers most of the surrounding area, ex- cept for the portions designated as OSM - open Space Management, which encompasses some State game lands in the area. Land uses in this district are generally limited to agricultrual and re- creational pursuits (golf courses, camp grounds), riding acad- emy or boarding stable on parcels of larger than ten acres, as well as single family detached dwelling units plus an accessory apartment for family members. Dwelling units are required to have a minimum land area of three acres with a width of 250 feet at the building or street line, The property thus appears to conform to present zoning requirements. NOCKAMIXON TOWNSHIP Bucks County, Pennsylvania _no' 3:1'00' TINICUM TOWNSHIP Zoning Map TITLE Title to the property was deeded to Robert Bruce Orr and Donald G, Wren, as joint tenants with the right of survivorship, by a deed dated August 10, 1960. Robert Bruce Orr died on May 22, 1991 whereby title to the property vested in Donald G, Wren as the surviving joint owner. A deed dated January 2, 1992 was filed to confirm legal title in Donald G. Wren as more fully set forth in Deed Book No, 398, Page 649, Bucks county records, A small parcel of landlocked ground lying along the rear of the property and con- taining 0.9134 acres was deeded from the Estate of Robert Bruce Orr under his will by a separate deed dated January 2, 1992 and given to Donald G. Wren as detailed in Deed Book No, 398, Page 644. 'rhis parcel is shown on a land map appearing on Page 5 hereof. Appraisal of Donald Wren property, Strocks Grove Rd" Page -3- IMPROVEMENTS The improvements consist of an old stone Colonial house with several attractive additions plus a stone and frame barn which set back about seventy-five feet from Strocks Grove Road; a narrow two-lane paved country road with several sharp curves. One of these is right at the point where the entrance driveway to the build- ings is located. The original main portion of the house is pointed stone that is probably about 150 years old and has a slate roof. Frame additions have been built onto each end of the house as well as a rear kitchen addition and these have standing-seam tin roofs. These additions have varying roof lines and complement the original house quite well. The largest of these was added in 1966. The first floor contains a total of seven rooms; resulting from the various additions. The front door to the house leads into a parlor room l2~' x l7~' that has a deep fireplace surrounded with attractive wood moldings, beam ceilings and a rear door leading to a brick terrace along the back of the house. To the right of the parlor room is a handsome living room l7~' x 20' with a marble faced fireplace, random width pine floors (taken from a demolished old farmhouse), built-in bookshelves, crown and chair rail molding and another door to the rear terrace. Beyond the living room is a small bedroom 9' x ll~' which has a single closet and random width floors. Adjacent to the bedroom is a large modern three piece bathroom that is equipped with a shower over tub with full ceramic tile surround, a sink with a large formica covered vanity top with cabinets undcr- r.eath, a linen closet and another door leading to the aforementioned terrace. This serves an ideal function of providing direct access to the bathroom from the swimming pool that is located just beyond the terrace in the rear yard. Also adjacent to this bedroom, and connect- ing therewith, is a panelled room 10' x 17' with vinyl tile flooring and hookups for a washer and dryer. The panelling has been painted white and the room is presently used as a workshop but it is ideally suited as a dressing room in connection with the smallish bedroom. Tho workshop room also has a rear doorway plus another door that leads to yet another addition onto the house; a 6' Yo 12' greenhouse, At the other end of the house, to the left of the parlor room, is a din- ing room12~' x 16' that has two built-in corner cupboards, This was the original living room in the house; the parlor (with its deep fireplace was the original kitchen). The present kitchen is the rear addition to the house. This is 9~' x l3~' in size and it is totally equipped; including a single bowl stainless steel sink with garbage disposal, a separate bar sink, a 30" G.E. range with oven, an outside exhaust fan, numerous base and wall cabinets, formica countertops, much built- in shelving and a beautiful Moravian tile floor. The kitchen has two doorways to the outside; one leading to the rear terrace and the other leading to an open porch 8' x 16' with a brick floor which is probably the most used entrance to the house, There is, however, no eating area in the kitchen, Lastly, there is a den room addition to the west end of the house along side of the driveway. This is 10' x 15~', having beam ceilings, random wood floors, built-in bookshelves and a rear door leading to the aforementioned porch. Appraisal of Donald Wren property, Strocks Grove Rd., Page -4- The second floor of the house encompasses only the original stone portion thereof and, thus, has only two bedrooms. The largest of these is over the parlor and it is 12' X 17' in size, having a small fireplace, one closet and a door leading to the attic stairway. The second bedroom is over the dining room, It is ll~' x 13" in size but has no closet. There is a three peice hall bathroom equipped with a tiled shower over tub, a sink with vanity top and a linoleum floor, It is not as elaborate as the first floor bath, but certainly adequate and modern. The attic, with its limited acce~s thru the bedroom, is used mainly for sj:orage, It is floored and has a small window at either end for ventilation. There is basement space only under the original portion of the house. This has the typical low headroom of the old houses (5~ -6') and the old rough cement floor. It houses an electric "Chrysler" Air Temp hot air furnacewi th electronic air cleaner for central heating, a 52 gallon electric hot water heater, the water storage tank and pressure system connected to a well that I am told is 700 feet deep and delivers 22 gallons per minute. The house is also equipped with a central vacuum system and central air conditioning equipment. The barn is locateu about forty feet west of the house on the opposite side of the entrance driveway, It is a bank type barn with a stone stable-high foundation and newer type vertical board siding under a slate roof. The barn is about 2B' x 40' in size and has a two car garage with sliding doors and a workshop on the lower level, The upper hay loft area is used just for storage. In front of the barn is a walled-in barnyard area about 60' x 60' in size that is used as a lawn and garden area. The buildings are well kept and in good condition. The house is most attractively decorated and provides a comfortable amount of living space. However, like many old houses, it is a walk-thru type floor plan and has limited closet space, The master (first floor) bedroom is rather small; a situation which might not be cured even when used in conjunction with the workshop which also provides the laundry facilities. The house sets back a comfortable distance from the road but the main privacy is provided by the surrounding acerage and the land across the road; as will be discussed in the following section of this report. LAND The land consists of two "L"-shaped parcels of ground lying on opposite sides of Strocks Grove Road, as shown on the photocopy of the area tax map appearing on the following page of this report, The main parcel, on which the buildings arc located, is identified as parcel No. 31 on said map and contains 13,7 acres of land. This tract has extensive road frontage but has limited depth of about 275 feet at the point of which the buildings arc located (the ninety degree bend in the road). ~'he area west of the bui Idings is woodland and the section eaot of ~w house is open fields and some woods. The 16. B acre parcel of land on tho south side of Strocks Grove Road provides a protebted outlook conoioting of open fields and woodlando, It io eooent:ial to the (l1'ivilCY and outlook of tho nettin'J. . lIppraisal of Donald Wren properly, Slrock5 Grove Rd., Page -5- The sUbject property contains a total land area of approximately 31~ acres according to said tax map. Soil survey maps indicate that the soils on the property have a high water table and slow permeability, This makes them unlikely to support on-lot sewer systems for potential subdivision as future home sites. One of the soil types on the property (the Tohee class) is identified as being potential wetlands. lis ide from these factors, the property is be- leived to be subject to lIct 8515 which is a covenant made by the owner with the County that the property will not be subdivided,in exchange for which the land is given a lower assessed valuation, The County plans to abandon this program and has given all such owners notice that these covenants (along with assessment reduc- tions) will expire in approximately seven years, There is about an acre of land around the buildings and this is enhanced with numerous shrubs and trees . There is a paved drive- way leading from the road to the garage area under the barn and extends around behind the barn where there is a large parking area and paving leading to the upper mow entrance level of the bank~ype barn, Along the rear of the house is a two level brick patio about 20' X 35' in size with a dry stone wall holding up the embankment to the rear of the patio. On the upper level of the embankment is an in-ground swimming pool (about 30 years old) which is a kidney- shaped "Anthony" installation having a depth of about 2 to 8 feet, The pool is surrounded by a brick terrace and there is a small frame building 7'x 8' that houses the filter and heating equip- ment. It is my understanding that the pool has not been used for a period of several years. A small adjoining formal garden and the aforementioned patio areas are quite overgrown and seem to have been similarily neglected, LAND AREA 115 SHO\'lN ON TilE COUNTY TlIX MAP (Note boundary line below and adjacent Tinicum Twp.) , G.G ,.QUIC. , G-IO ,.U1"'-, .1- tI' I,../':, :\'1-2 loon AC. 33 27 110." "Coc. , G-II u.nAC. u.n"'AC.C. 17 10.14 N:. II tOllIAe. 13 '" / 10 .IUAC. n..o"" ,m !.!!! At C. 12 1J&OIAe . IG.3 .ruce. 14 10Iue.c. 00 roM N. C. o lUll 0.1 IO'414'C 3~ tOOUAC. 36 . I"'CC, ~I 1'9. At c . . -----...--. _ ...____.___ ~!<~r1:.~___. _. __________ ..___.__.__.___ -,!II lIWCUI.I . -.-...- -.... ..... -.. Appraisal of Donald I~ren property, Strocks Grove Rd., Page -6- ASSESSMENT AND TAXES County tax assessment records reveal that the main portion of the property, consisting of the 13.7 and 16.84 acre parcels together with the buildings, is assessed at $3,340. for land and $10,860. for improvements; making a total..assessed valuation of $14,200. The small landlocked parcel is assessed at an additional $40. These assessments, applied to current millage rates in Nocka- mixon Township, produce yearly real estate taxes in the amounts of $4,196.10 and $11.82 respectively. The property is identified for tax purposes as County Tax Parcels 30-16-31 and 30-16-8. The small back land parcel is identified as Parcel No. 30-16-33-1. VALUATION After taking into account the location of the property, the character and condition of the improvements, plus all other here- tofore mentioned factors, and after comparing the property with other similar units that have sold in the nearby area, it is my opinion that the fair market value of the subject property as of the date of my inspection on March 27, 1995, is FOUR HUNDRED AND TEN THOUSAND DOLLARS ($410,000.00). COMPARABLE SALES Sales of four other properties with accompanying amounts of acerage that have recently sold in the nearby marketing area of the subject premises were used in arriving at the value of the subject premises through the Direct Sales Comparison method. Three of these properties were old stone houses and the fourth was a contemporary type home situated on 30~ acres located only about a mile away. Photocopies of the listing cards of these units, as taken from the files of the Bucks County Multiple List- ing Exchange are attached hereto for your further study and in- formation. Principal varying factors from the subject that were taken into account in arriving at said value are as follows: Property No. 51556 - This is the contemporary unit which was chosen first because it is subject to the same location and neighborhood factors as discussed herein. While it is a com- pletely different style of dwelling, it offers comparable living space with some unique features (several 26' long rooms, a fire- place, cathedral ceiling, artist studio, etc.) all totally se- cluded in a wooded setting overlooking a large pond. Principal adjustments were made for the lack of a barn and the fact that this has less road frontage, resulting in less control over im- mediately adjacent influences. This property sold in February '95 for $310,000. Property No. 46989 - This is a remodeled and enlarged house having only 8~ acres but very secluded from the raod and set back on a long tree lined drive. It has 3 bedrooms, 3 baths, 2 fireplaces, bank barn, but only one garage. The neighboring factors, however, are much superior to the SUbject. A handsome stone house and Appraisal of Donald Wren property, Strocks Grove Rd., Page -7- barn set directly opposite the entrance lane. Adjacent to the west is a big custom built log home set well back and with nice big trees and shrubbery. A major adjustment was made for the 24 acre difference in the amount of accompanying land but this is partially offset by the superior setting and surrounding properties as afore- said. This property is located in the westerly end of Nockamixon Township where there is not the large outcropping of rocks on the land surface, thereby making it more usable for pasture and farming. This property sold in Nov. '94 for $325,000,00. Property No. 52809 - This 54 acre property is located about one-half mile north of the previously described unit and is lo- cated on a small lightly used country road that dead ends at the entrance gate of an adjacent 144 acre country estate. ,The dwelling sets way back from the road and appears to be an enlarged and re- modeled stone house complete with 3 bedrooms, 2~ baths, 2 firepla- ces, a 21' kitchen, a 26' solarium, etc. The original barn is there plus two' ,other newer horse barns 'housing 16 stalls. The four car garage is huge with what might be 10 to 12' high doors, probably meant to accommodate horse trailers or larger vans, There is train- ing track, fenced pastures and pond. All this and 54 acres sold in January '95 for $550,000.00. Property No. 46230 - This 31 acre property with stone house and two car garage is located in adjacent Haycock Township about two miles north of Lake Nockamixon. It is set deep in the woods near the end of an old farm lane at the edge of a 7~ acre lake that is large enough to be shown on County road maps. However, there is no road frontage, neighboring'. properties are of much lesser quality and there is an adjacent dwelling located only about 300 feet away from this otherwise totally secluded home. The dwelling appears to be in need of updating and there is pres- ently a large addition being put onto the house. This property sold in January '95 for $373,000, REMARKS Adjustment for variations in land content were made at the rate of $4,500, per acre as substantiated by sales of three tracts of ace rage in the area during the past year as shown below. 50-100 Acres 20-50 Acres 20-50 Acres ~ 4~G7 ~JY~ , QUARRY RD. NOCKAMLXON fW >>',"11).1 .. "'--"-', ...c... ...... .. '''',000 ..itA<<: ...,0 ",.~I"eo' NO IIU )OM "" 117 i:,I1 .. ..~ lOOlHIlLRD,TiHlCUM II' 11P'O,OClO ... ''40_ II-. 0 rw ....,.:9 ... >>.,. ... "'" 'Rtl/Sont' h. 180... "" n.l/SMtfl t. l1U1 1o:!-VU r- UTAno'~m ... NO flU ..m- ... P'YS P'l/W U lU "'M3 ...... ,. IfffItS co .......... "" tXlO IItol t. .....,MO _:Ad I T __:Ad31t'_HNiI1 H _tCM"lHILCll"IJfQ LOT.OREATVlCWS. HVCT rOCEDAA .......: AOlUHO PAACUOI P"U,Ie: LAHD~ntOOODVI[w. 'Ene "'DOE 'AAIoI,AOOfTOHAlOAOUHOAAO'''''Y AYAll.All.l A' 15Ol1.1UTOH flU:'M'" USTlHO AlALTDAS. OPtH& litH, ROH OUAI"'-U AD,AOHOUUL Mil.&. WOOOfQ. RTe: UIUVtR AD TOA[OCUf' TORCH LOOl HILL TO tHlw.ce: ON L _....:A.ct It:VN;lI 1; H H ......: ,.tACtfUl, HAYEN WITH P'ONO .ITRrAIoI WOOOID & OPEN aROUND. ACT:I" HEAR WE NOCIC,AULlON.I[W[A rlRUIT AVAAA8L!. I"'NOYOUR Of',(R. ATE I" H. RICIHT ON puMAY AD; U "'LlI TO llOHa ON RlOHT. M-t1'! II' ALDUIH fU CD AlOfJUUUlIAlO(A,r" iliii~"'!hllii: '-Ij ."11 .4OCG 10 CI..US J1~'"1 ,,3ocrJ '" . ID elHflnttVWnsnfll J,~'...n" .3em ID IUM[)Oft'Io1IUACHX)"" .. NOOl ""NJ.UOO ..000 BUCKS COUNTY MLS, INC. SOLD 1994 I\ppraisal, of Donald Hren prop,~rty. !Hrocks rot"OVO Hd" CmlPI\IU\DLI, SI\LE PROPERTIES ii"ii"6c... RIDGI ~tJ. fi.,:Cv'" ,... ""OD~OIl _ J.tcCl t..A '" fUS (~._~Qu.!tl"..!!"'.!!II.9!!. ',,"y ,. :6111) 'r.c.c.Yfl _ (. '111' ,c.w, ht IUIO SO.81t)WOA fA "g I. :U" IE _ ..... U"" 'B.n i... ...1011111.10 Iw '-!'-1E_~Q~l' l!:L __ .." $Ec.r....t.WA to'. ',. _ UAAV(lOUS "'l~T AOE COHl[t.lPOfU,RY YlIICO,'ICULAA DRIVI[" PRI\IATE WOOOEoS[nlHO WAlllO' ov.u WITH S.OUt"'fRN(lPOSUAE OVIRlOOltlHQ LAROE POND AATlIf STlJOtO ALL IN WOHO[A,UL CONDITION. I!.J}I.J.I I' '\01(1.1'"'1$5 li,IFlIC"SON loOU,l.Il.[A flFlIHUGH[S ,. 21~Jt4.m' &1:1000 "1.'''0433..'000 un,GOO . :I ... In '''' :OOo'l'R :o.IKII'" .. '" !M-.'fl . '" . M fWI ... PY' ..." ....yU I. COHV lI_.....tIH_ 10' 4400 '. .... ,.. liES "J ~J_Dyf...~t'_'.~~~~.1l~~.~_-- _ _ '" _..,JJ!!.....",:,,_ llll "1111",. _ f,UU,"'A,",lttOU.. (lit ,"UI'O ... 51 '.1 IIIII]IOA"[,[A HO OP I. 'UU1'" _ AI ..... 'utI .. "" 1Ut,lI ,- '. ... -_.._--- ...;---..--~-- .-.-.....(iO _. , I/1A(.Ilt,1r-:.tULl" l<nHAI4(1\Ofol""rIJWQ ftOU'jNllO. !of'ft fl'wt '''''I) .tlOt/1l 'OP'"L.... 11'O\JIIS 'OIt(W'I'{J1I1l "-.",.,,,,' j;;,~-'..,.-:--\ielf"'\- \ll "I"tJlll'.O",~I"LLO""" In IlL''''.(I)'''''''',<1'" ',';i.o.M ,. i,"l'J( -"- 11\ UJOIUJ IUJOCO 11\ \ 1ft .~I,.l) .. IIfI'HU"CHlA MU&lII. ..",....;....... II, It IH"~. I~' ",'Iu' _.. r'.'h hi.. . "'~ ,OlIO" 11...._.. ........ II....f .,." II... . .,. ... ..,~ .,... ."... t.. ........ ........... ...IIt.... .....""'...,.. ,.. ......n'.'...".,........ "-'_Of. ..11..."_'''.1...... '''_'111'"'''' ...n .11_. II.... .111" 11_.. .... ...It.. "'U.. II....",... ........ ""'''..IO.....h",.. 11_ .. _IfH' .. ~11l I~ 'It.. _,..... ..t1U~. . .".11...........11...'..._...."",,"............ .._ ...11....." .11............"11.... ..",....... ....._~I..... .111..., ,..." ..... ,............ ft._ ""~ 1I_'II.'h'" .." II ",""'11...., _u ........ ........ ....hll........ ...;H.....'. .,," ....,~. '11," ,.., ..... I" .". ""'........1......11...'''.'1.............. .-,u. . ,.. ".... "H~ "If' ...~. .. ,... MU ........ ~... h..e...." '"'''''' I. .....11...11' ..,.... fll ....11. ',.... .... ...... 'I' .... ".. II '01' _. .. .101 .."...1.... r.II'....I......""1I "'" "'" .'" )oWl1 .. " '" "llIRt'I_ SHG\[.I,l.lllolHQUS( '" ,p " '."CtlURCH LA. NOCMt.lI..ON "" >>"... Wool IISIO ... ,.. RU ~Vuu.'I,lERn[ .IO.Hl~ON VI 14"20 1 CC.51l _ l:fJI "UI' WS ~ tCIf 'UII' [, IIOW.En.ern ""CI ,. "QI 1 WS.WW ... .... n.t1r ".WW ... .... lo.un 1'_" ,.fAIIH.lMtMlltJI..1l ~4112'01 DO ._ ClJIlI,~"Ya Wt C8 ",. BA,'N ~ t "Ann Y TODAY OOEI A /olIO, 1 toO I BUCKS CO\IN1"I' 'ARU Of'[R THlSCOU81NATIONOf PRIVACY, ANli0lJl1"l'. SPACE' SEnlNO C(NffR[O ON "I ACREAO[ DOWN A lONa 'R[[.lIH[D DAIV[ Ttle HOUE. DANK BARN 'OARAO[ CAll. 'OR 8AOCI1UR( ~ca:u ~I~ W WOlI/f. 10 W[ICtt[R' OI;ITlPATRICK ~o oon[Y/DOREY f..CA~ "'0I1Ir- i.l3d.'11l 1"'3000 1I0,UoUll ..3000 pago -8- !\c t)Hc.'Tc' ~ UWl,QOO ,.. I .. , ~ ... 1:': """ ..1,1..1 .. ." .. UllO't II Farm 5551.EO I~~ r~~ ~. 10Al ".. l:JU ". .. , 'f. ...~_.. " lol UA",,,ouSl AS Sf D' ... " ,. otsS,H(R RD. IlINTN[RSV'\U "If )00),1011 .... 11.100 "* ,lot'oKAM,torl .. NUO - c~u,......, ""- ;jl""}Zlllf 'P:"BE1orw llIl lUll' kC .., ,ulH '''.ElOA.B'OW,UW " 1'.11' 'P.SO _ tr.I'.'8,WW .... "II'S 141121 .. ~"'IU'$O ..... ~. C8,WA.DA Wt IOSS.BA P,I. IN "'"'-' A TRUf [OUUTIAANS MUTt 'EATURU J IAR...S HOUSING t. STAllS. A HAlf "IlE 'IWMNG 'RACK. PUN"" Of I[NCED 'ASTURlS WITH POND fAAM HOUSE WITH '''GAOUND POOf. AND4 CAR DETACHEO aARAaE.ll1l 0.. "' l eN QtSSI.(R '0111 ON RIOH' "..JS".I);XI ~iI2!M WO~~~..JL- 110 C8HATHO :1''''''''72'' ...JOO" ,0 C8HR'H DNiEIS'fR 'I""'U", 1..,00l: -- -. .- ... .. ..' AppraiBa~ of Donald Wren property, Strocks Grove Rd" Page -10- This appraisal is subject to the following limiting conditions. The Appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or the title thereto , nor docs the Appraiser render any opinion as to the title, which is assumed to be good and marketable. I have made no survey of the property and assume no responsibility in that connection, Unless otherwise noted herein, it is assumed that there are no encroachments, easements, zoning vio- lations, or restrictions existing on the subject property and that title thereto is merchantible and without defect. The Appraiser assumes that there arc no hidden or unapparent conditions of the pro- perty, the subsoil, or of the structures Which would render it more or less valuable. The Appraiser assumes no responsibility for such conditions, or for engineering which might be required to discover conditions, No responsibility is assumed for information furnished others and believed to be reliable. Land areas used in this report as found in deed and other cited reference records, LIMITING CONDITIONS CERTIFICATION The Appraiser has no past, present or contemplated future interest in the property appraised; and neither the employment to make the apprai- sal, nor the compensation for it, is contingent on the appraised value of the property, To the best of my knOWledge and belief, all statements and information contained in this report are true and correct, and the Appraiser has not knowingly witheld any significant information. QUALIFICATIONS I am a licensed real estate broker in the State of Pennsylvania. hav- ing been engaged full time in the real estate business for the past thirty-five years. I am a graduate of LaSalle College with a Bachelor of Science degree in Business Administration and am a member of the National Associations of Realtors, the pennsylvania Association of Realtors and the BuckS County Board of Realtors, I have done appraising for Doylestown Federal Savings & Loan Association, Industrial Valley Bank, Solebury National Bank and First pennsylvania Bank. I have made appraisalS of over 175 residential properties for the mortgage port- folio of Girard Bank. other clients include several national corpora- tions such as I.B.M., General Motors corporation, and Homequity, Inc. in connection with their employee transfer programs, In addition, I have made numerous appraisalS for attorneys, banks and executors hand- ling decedent's estates, bankruptcies, and divorce matters. I was a member of the Advisory Council of community Federal Savings & Loan Association for five years. I am a past president of the Bucks County Listing Exchange, Inc. and served for six consecutive years as the Secretary of the BuckS County Board of Realtors. " Re. s~ctfu,llY ~bmiJt,ed, (I/ltlAetd ,0'. f;~Cl(; - Charles G.,Happ, RE T R / ' such by are , , I . . , . I , ) II e I , , ~ I I I 4 tI.an ... tit t.......I....I'......I..1 ...... Ii' '0'" '. '. (~~_tttiiJnabtfht ~Ji....;::::;-^.::./..... -~ ,;/ ./ ~ - 'w" _ -~ =--,-", - 2nd d.y 01 J"nu.ry in th< y<ar "I.,ur l.nrd on< thnus.nd nino hund"J and nlnuty-two CI?nl. IIl!twl!l!lt OONhLO GEORr;C WPr.tl of upper BI.ek Eddy. Bue;.. CO",.ty. rcnnsylvanla, party of the [trot part ^NO lJUN^LtJ c.a;o,uie WlttN' ot Upper Black l:ddy. "ud~.. C'.lunt.'l, ...., J-4r';1 or 'Ao ...004 porl: mitltl!r.Sl!tl1, n.""'..;I porl Y (fllll/".';,It 01 Ill, '1"" " ONE..OOLLAR 01 r~ ,... ,.", I_ _ .. I".ItI' ""lilt, ,I rh Ulli,,4 Sl,t,. .f "",.,ic., .,11 .wI fl.,I, poW ", 1M ..iJ pottY '" tN t<<_ ,... t. ,II, .oW por1Y ., Ih lin' 1'0", ., 'H ",." '11. ,lttHli,., .rt4 4,1,.,,, of rAorw ,.,...w.tI. 1M ma,t "A"eo' " A",,,, .dllowlttl,rrI. has 'rill'". f"o".ilttd. MIl. .IitltH, ~ltfII'H. ,...... ~ - nutll""rtI aM II, ,Il,If Pili'"'' does "'11'. .."oi,. ull, .Iit,., ..troll. IYI..... CNlty .. ___ III1l'O ,It. NW port " ,It, t<<orwl pori, his ,wi "';''''' ALL TJ~T CERTAIN mOBsuage and tract of land situate in the Town.hip of Nockamixon, County of Ducks and Slale or Pennbylvania, bounded And d~acri~Qd According to A survey and plan ther~oC datbd AU9U~L 5, 1960, preparod by Harris, Henry and Potter, Inc., rcqistered surveyors of Buckingham, Pennsylvania, as Collo~s, to wit I . - (' . -' DEGINNINC at a spike in or near tho center line of Township Road 1443, aaid spike being a common corner of those lands and landS now or late of Harry Trouts and lands now or late ,,! Floyd Flaqler and William J. Weder, thence blong lands now or ~.,tt! of William J. Weder North 33 degrees 2 minutes SS seconds EAst 347.43 feet to an iron pipe A cornur, thunct2 along the sa.mu Norlh S3 degrees ';5 minutes EAst 158.40 feet to an iron pipe a corner af lands now 0= late of Vernon C. Else, thence along th~ same South 1S dogrees 50 minutes 56 soconds East 249.53 feet to an iran pipe a cornen thenco stIll along tho same and lands now or lato of Salo~e Brady North 77 degrees 32 minutes 25 seconds East 611.39 foot to an iron pipe a corner of lands now or late of Mathew J. Androws, thence along the BAme South 62 degrees 50 minutes 37 .:oconds EASt. 5JO.3; f.at to on iron pip. . point in line of land. now or lot. of J. Cochran I thence along lands now or late of J. Cochran and landa now or late of Patrick HcCovern and the Northwest Hide of Township Roed '443, thence croc~ing Townohip not.d 1443, and .:11009 l03naJo no.... or lata of lIarold R. Conn~lly South 39 degreos 49 minutes 43 aeconds Wost 1509.91 reot to an iron pipe a common corner uf thOdO lands And lands nuw or late of James W. VenArtodalen and lands now or late of "'lIen flartman, thence aloh9 lendD now or late of lIelen Uartman tlorth 51 degrees 15 minutes 18 seconds West 675.60 feot to an iron pilJe a cnrner, thence along tho samo North 51 degrees 40 minutes 13 seconds Weat 399.'8 feot to 4n iron pipe a ~int in line tlf lands of Floyd Flagler, thof1cO along tho same North 33 dogrees 2 minuted S5 seconds East 109.18 feet to an iron pipe .. co~nor of landa n~W or late of Harry Trouts, thence along the lame South 72 deqrooB 12 minute3 5 socond~ Eost 217 fcet to an iron pipe A corner, thence still alonq tho same North 30 degrees 7 minutes 46 ~ i I " 24) 3 9 a : 06 II B 9 . , . . . . . . 1/ , ) I \ . . i. ~ ' II I i " 'i . I 'I I 'J ~ ~ ~ b ~ ~ J , I I r , f: t ~ H111;',IUIIl .:""l (,',llIlIln'I ,,"'It .In I f"'1 ,.1 '.ft ~ I. I 1 ,....t r r'.. ',r._, lUIIt.lnun 01 thin 1l'lJd lor oJ tuu,l d.lt"nt:11 ,,1 14' "" hl!t '.'. .. ur1kn, Lht.'nclJ In nml 111''"'1 Tn"".,.hl" Jlu&ld .44) Ii"utt'. eo rt"'lr't". ., rnlnulun 5~ nvcundll Wn"t 4~.2) h:ul to a IfJlku . C(lrn_1I tt'"".r.., 410nel tho snmu North 8" dU'JrclID I~ minute. ~ lec:of.dl Weat ~~ ft~~ to 11 ftl,lku 0 cornun lhunctJ Itlll In "nd ahlftlJ TCNnat.ap tud Ut) North 14 doqruuu 42 ",Inutue ~ Itoc:ond. w...t !.l.~' I~Ol to . lr.-akA- . corn'JfI thuncfI 410n9 the lIamo Nort.h 67 d"ffO<<tll 4\ _lnule. ~ Il4tcorAa WOHl 70 feet to lhu firllt montlnn"d fW11nt ..nd plac,", ,>' t,.,11nnlrl'J. containing JO.844 acrOR ,"oro or lUll. nalnq tho IIlIfllO prumlllo" which Robort nrucIt Qrr by tSe~tI .ht<t-J A.vIUlt 10, ,96Q l]rnntf'd and conveyed unto fttJbert Bruce Orr .r.<: :;":'r"'l~ tluurr;L' Wrun, "" joinL Lunlllll.. with rI"tIL vi .....,.,..,...,..t.I.;.. et"" rOI:oLdod in thu Of f leu ror tho fttJeordnr of tH.:cia u. ~.O;S lv/ole )11 Qt. peqo 2156. Roburt DrUce Orr died on Hay 21, l~U .'..ltU" ..u:., in the survivor, Don~ld Coorge Wren. Tht. Oc~d .. fal~d ~~ c~nf.r.n lcqnJ title in D~id Don~ld Cno,.qn Wrun. This 1s A cOl1voyanc-, from .ame part.y t.o 801 f .. beneUcUlr"l c.t Will and 18 t.horoforo taK 8Kcmpt. I 1. I I I ( f II I . I I t I f I , 'l~rJ39a 0649 .. . " , . I, i, I I ) I (. \ I I II t I I I 4 llfog,rU,cr .jll. .11 'N Ii",,,''''. fAt INilliltf.. ;,.".._U. ..... ..,... rit.... "'-tirt,,,;..a.,... ",..11'''''1111 .tJ4 .p"..,,,,...(tI. I. ,II, .."'. ,,'-.i,.,. ~ ill .'" _IN .""...,t....,. ..4 IW ,....,... -.I ,,.,ttie,,.: ",""iltl" .~ I,,.,.j""',,,_ ""fI, ill"". .1tII IW.Me .,.,.".,. .",J ." ....,. ,.,. .-.1 ,.,ul ~ Anb .1.., .11 'II, 1'1"", ,i,A,. ';"" II.,,,,.,. ".,.,rtr. ""'lIioIt. cI.i", .~ ~,,,..ttJ .,.,.,.....", 60'. ". I.. 'M .....",. oIl~ ..,;,I ,." 'I eI &1.r ,.." ,.rt, 01,'". .,.J It ,A, ..iJ ,,""';HI, .i,. I., """""'11("" lIo l1aue lInb to l101b .,.. toll "..;.n, witfl ell MIl ,;.,.MI 1M ..' .. -.....".,.1 .w ........ .. .. .." ",.,., .... '-"'lit ~ h I a he 1 r a ..J .... ,.,...,. " It.. Nt_ PO", ..- ., .100 ... ,.rt{ :,111 heirs ., '110 ...ooJ ,..... .2\nb rho... party of tho first part. for lIi",oelf. hie IItln, "KII'on o~ o~lftlltllrfflron. lla GS ", r~ ,,"NU, ,....,...'. ,,.., _ .,.,.,. .. _ "k" IM..14 p,,' Y ., lilt J<<onI part, his heir. ..-I.....es ,~. ,Iter, he 'A. JIIiJ party of the first pl''=t and hi. Mln, .11 olHl dll,u'" lit, """;"""11" 'M ",,,,il" It.mll .tm. 4,,.,=hnI 'M ''''''.. ., ...~ .. I"r,""f'II 10 t. M, wlllf ", Opp"riM.'fnl. ,,"r. .It, .,iJ port y 01 .kl<<'Ml,.... his eM Oul,"" .,.11111 him ", lOW party of the first part a.nd his Acin, OM .,.llItI all .ttJ "~ .,11., ,..u." ., ptrtOftl, _'""-torr., '...,,,11, :Ioi..., 01 to cW. .... ....... ., .", perl ".,",, by, from, or under, her, them or any of them, SHALL ooJ WILL by these prosents WARRANr.M '.t.,,, DII1HO. In &DUn.. IDlrrrnr, .A,..HI potf Y ., .Ar flnr port ,. 'Msc p,nuu NrHII'O'" his llOM.ttJ HOt ,Do.td ,''' ~", .,.J ,rot ""' .Im, ..,1ft... ,..,..b, ....dl anb .,"",n.b } IN Till: raU'Ht'1: or VI I I ? 9\,",~/~ r;..~ M1/ [,I)llPJ/I ~ ~oorge W n ~ ~~ 2/039B :0650 . . . ~ . j I I I I 'j , r . . , ) I, I II I It t I .. I .D II> u- -t ... N ~ e I!ttrrlurb, ,h "Ilt .., p" ,t.-, ", ,,,. loll"". "'''''''''' tll Oil OJ,.,,, ''1-1'''''' I 'l:~:'2.n :':I::-..rJm J', (1tJ'f' ~ Sr.,..t rnnnRylvllnl., C..,,,,, 01 DuckR I.. 'hl'Ae ",~('L ,I;' 'l~'l"'.w. C~U~L1 ~~~ ~t~t~, d.. ., MJlU('-v,r commlsftlonud 1n and for laid a Notary Public duly ,A, t"ul",igft,d ol1lft,. ptr.allot/II ':I""'"'''' OOIlAl.D GEOnGE wnw I , . l' ; .lMWft to m, (0' .,IIi,foclon'v prou..) to be ,A, ",.u uAu, ftO", 1s u.LI',,'." h ,., "",AI" i"If'Il"""', IIlld ath.lrl,dg,rI ,Ao' A, lilt"'''' ,~, W'V !.. ,... '"""'''' ,A,rri.. r''''tJllltd. od dtnrtd lA, '1'11'1& ",.,A, fit 'I(o,-I,d G' II/;d III WI'"'II W."""'. I A,'tllll'O It' "'~ A".." Il"" off'"", It"f " , ~ I " " ~,...~..,.V<mJ.~__.,_.__ The add,e" 01 Ih, withln.n.mt'd Ounlf'f' .. -'~:~'~"'~~!C"'~;;:,"'er~'''~'!'~~~''~'~~'Y' I . '~o~%'~-;;~';;;"''''''''''''''''-' 18912 P., hOT"IIlA\. 5(,.1 1 IIltt \':lO'trct\M~'h':!-'ot: "'OO;U; '[r.'g=.'~:-: "''1''-- "", 17"''', .. ',., ..,[tlMlIl\f .......:.... 0. ... s: ~ c ) o .. c,",r0, 0-,...:';'; ~\..41 ~ ... U o :z: I, " , ~ B l , ~ .:. . ~~l: ...~I.: N ;:jo.'" en I.. . ... ..~ ;'-"t y." .. ';"0. :.:::~ CJ,'. ~ ~ ..... tt: ~~ ~ OJ ~ e lil ~ .. 0 OJ U ~ ~ '" '" 2 2 " h l d A d - - - - IiiiIiI - _r t::; ;GI: r.> ~b .., - o v .... .. " ~ " 'il ~ .. '" ., ~ .0 Q ~ Q c:;> u ! '" - .. .. - Eetorlleb, In ,It. om" 'Of ,It. 'Ko,~I", 0' DHtI. III G"d I", I. DoH ,ool HI. "" It. .Un.... "" It4tw1 .ttJ HOI " om" I"" 4., 01 AIIIIO Dom',,'" .<<.~" .;"... no. '(ll: C; I . ,'oJ J "<1 ....... ow 0.,..., ...- t . ~.~ al' s.:.r.l1 "'O.OfJ .. u '" .. .. .. ~ ; UQ .. Cl ~i ~:1 I'" . lO. iBl ! ,. ,I I \ 'I 1 l I I . ." 'ii; .' I . ;1 I, J EU~\lIO". Trult,". 0' C...nJ1Io1U D_I. SO. MII.S \ . rnnl...J lor .nd Sold b" John C. Ollk Cd., lJ:e WalA.. 11'9 Pb4e.. - -.......---.....;--- (Clj1Jl_1La~Ethr ~cl- - dSF] -:, -J ~~J-. ill tl.e lIear of our Lord olle thou.and nine hundred ninety-two (1992). iletw.een DONALD G. WREN, EXECUTOR OF THE ESTATE OF ROBERT BRUCE ORR, Grantor AND ,. DONALD G. WREN of Upper Black Eddy, Bucks County, Pennsylvania, :' Grantee ,I " !! ,I " :i ::I II '1 II !' II II II I II II I I II I' I il mlt~r~a5, Dorothy M. Blank and Archie W, Blank, her husband by a deed dated July 16, 1975 and recorded in the Office of the Recorder of Deeds of Bucks County in Deed Book 2170 at page 236 granted and conveyed to Robert Bruce Orr a tract and parcel of land more fully described as TMP 30-016-033-001; WHEREAS, Robert Bruce Orr died on May 22, 1991 leaving a Will recorded in Bucks County No, 91-91-895 where he appointed Donald George Wren, Executor and' specifically bequeathed to him the real estate mentioned above; and WHEREAS, Letters Testamentary on his estate were granted by the Bucks County Register of Wills on May 30, 1991 to Donald George Wren; and Whereas, it is desired to transfer the real estate from the Estate of Robert Bruce Orr to Donald George Wren; " I. " .' .' ! , . , B~n398 =r06IJIJ .:2' ...0 o LJ? o = ;, Ln' I.()' c1' <ij; (.1; c... -" -" , ::, ~ s:: i! I' II 'I I, " 'I I. :' " i Commonwealth r r I' } 'i Co 0 ennl)' \'Inla ' ... , unry 01 Bucks 'IOn lbie. lbo ~~ day ol-o(')~_ Ihe COlUmoll\\cnhh or PC'''h)'h'Dni.t, rc~dili",: in the""'- 1,1 , , Ii , I' I i; 'I I:: I'; I'i .' " I.: . 19l'helnr. nte. I NOlary Publl. lor , I" . lbl unde..i,n..! Of&ow,~ porlonally appoarod DONALD G. WREN, Executor of the Estate of Robert Bruce Orr ~no\Vn 10 'no (u.islaelorily proven I 10 bo the po..on who.e nlmo i. IIctMclub.oribod 10 Ihe ..;lbiD lnllrumont, and leknowledged Ihl' ho ..""u.od the lime for We pU'l'O'" woroln conlainocl. . Ii I In miln,," ml1rrl'of, J hereunto .el my hand and olliclal .oal. ~~~lY~~ NOIL-Y Pulllic I !) ~ i Ii Ii ,I i " 'I r-:OT,;mAL tE,\L J~NE [, VOORHCCj, t::l/,nv r"':IOr. OOYLESIO'...11 r.~~~t:;:i. r'v"o cl . fl.......... "111'= --.. ,..,.t f.tvcce:\I~r'o~! ,.r-: .:. I.......' '_..~ P- OM .<:, III III l::Po ) o . E-I>O +l l:: l:: 0:1 1<0 oMU ~ III .>:.>: U U 0:1 ZIIl ;', 'I: 0 ..:. '" 6...J.;! N ;1'" '" e::.,... ... ... n: . 0 -:.,..t.... ,..,.... +l+l 1'1'_" 0.. S :I 1-1 '" :" N~~ U OJ .!i ~- ..... OJ.o :.-... :r ..,.... ~~~. I< 0 c. ",,'. fall>; -- , ';':"'ho ~ f;' .:: L..;..':" ..... '~':':I .' "' '20 0 Z c.;:,:" "' -1! ..,,:.... l:t !:! 0 r.:I 1"a__ 8. OJ +l p; . '-;:-- ::C+l ::c 0 III U , Ill'" , ~r.:I ... ~ = ~) 0 .. 0 OJ 0 ~ ~'<:OJ :;] ,j,JU Z :I Z 0....... 0 Ul o 0 III 0 d, "' '" , .. '" I' ;j .... o '" CD ... >t ~. Cllll '" o z . 00; l:: ) Z 0 'I>: +l OUl l%lOJ", e-....." tJ:l :>, en 00;0'" r.:IO.... I, ;1 " " , , " , ! . ; .. III OJ III oM E OJ H Po .... -:> -:> I ,.... t-:o -:> '..:> .... -:> -:> ,.... ~ == .---, I!l!!ll!!lll ...:.;:;;;. ~ E'S. E55~, ~'i' ==== :: -.; ,... s: r-, ~'-- - VI?';: 0 ... I o $ .. .. j; cS . >. 'tl '" "l ... U .. ... <Xl " ." .. ~ c l. > i ,........0. .....:::i:=J" ~) ~ Cl U ;;;~... .. "" .... N 0->< =r~:; 5 N I .... Cl , c>: . c>: e ii - o . . e ." ~ ~ .= sr,O 3 9 8 :. 064 7 ~ i,.. . SCHEDULE B STOCKS AND BONDS (continued) ESTATE OF. Donald G. Wren ITEM NO 10 11 FILE NUMBER: 21-95-0824 DESCRIPTION VALUE AT DATE OF DEATH 8 4,019.2540 Sharea Vanguard VFISF-GNMA Portfolio - Account No. 19879950162 CUSIP NO. 92203130 Dividend accrued at 10/27/95 41.237,55 214 .38 10.26 9 17,875.7800 Sharea Vanguard VMMR-Prime Portfolio - Account No. 09879950162 CUSIP NO. 92290620 Dividend accrued at 10/27/95 17,a75.78 72.86 1 3.129.6800 Shares Vanguard Wellesley Income Portfolio - Account No. 09a79950162 CUSIP NO. 92193810 19.93 62.374.52 5,a3a.6490 Shares Vanguard Windsor Fund. Account No. 9879950162 CUSIP NO. 92201810 15.66 91,433.24 Total. (Carry forward to main schedule) . . . $ 213.208.33 l' " ~ ~ ~l< ~~ i~ ci!~ ~I;: ~E ~ " " . " 5 .. ;: c c " ~ h ~" h ... .. c c .;, " " ,.;' ~ ~ .. '" t ~ -:!H ~,- ..IH ~I: II , " .2'" ~;;I:l c'" :::Ollf ~'2~ . . ~.z~ ln~1:l ~.6" r.>;:f IS '" . .~I:lt: ~S.E~ " " :; c .. " c i5 ~ c " ~ " " .; i .. " ~ " " o ~ l; E ~ ~ " 5 ;; E ~ ~ " ~ ~ ~ j a ' H! ~ " ~ E~ ~; ~ c . " ~ is ~ " c " .. ~ " .. . " Ii ~~ U ;: ~ " . v: .. ~ . .. " .. " l;. g - . c - .. ..; " . ~ .. '1 ~, . .. " " '" ~ .;. " ~ " - ~ " '" .. " .' c " '" ~ " " c . ;: .. " " ~ . " " ~ " " :; c " .. .. " c .. ': c " " . " ,.: " " " :!; .,; " .. .. "" ~:.. ". -:, h:: ~ ~ ~ ~~ 5 " t;;": !'I~ ~ " ~ w -~ ... ~ j ~* i i ~ ' IP II ' o~! h ~~] " ~ " " ~ " " . a " " " " " c .,; ...; " c " " ~ .. ~ .. , " .. !! .. " " .. " " ;:; ;:; !.: .. " . .' . " ~ " " " " " " " . N " " .. v: " " " " ::: . .' " '" .; :!: " .. " . " c .. .. .;, " " .. "t D " " :!; .. " .... C:, " " " " . .. ~ : ! : II: :: ... . i a aga ~ ] Ell i~] Ih .. ~ l;. c " .. .. " " .. . .. " " " .;. .. ::: ~ " .. " " .. .. D " ~ " D " " .. :; ;;; g c ~, c " ' .. " !l '" D s:: :> !I , 5 '2 [2<~ ~B ~o re J:- . .. " ~ D . .. D " " " " " " .. ;;; I: :;: " . " ~ . .: " .. l!: "; . c " " " .. c c C D .; " " '" c 9 !I f5 '2 ~<~ ~B ~p h~ ~ I:i 1= ~ " " .. " .. ~ " .. " .. D j;; " " D " ~ ;:: " ::: .. .. .. " " .. , ;;; . t ~ . . ,;; r " . r . . ! t ~ r " ; . l: :; :: ~ 11 . ~ ~ ~ :; ~ ". . !; ~: ,," c- ~;; " c- o ~= ~~ ~ . "e p .Ci "" is -to P .~ "j< . H o t" ~ti . " . . . ...,1,1 1''0. .. , fFidel;ty~ Investments' ./ .. December 12, 1995 Fldel~y Investments Soulhw8st Company a division of FidelitY Distributors Corporation 400 East Las Collnas Blvd. P.Q, Box 650276 Dallas. TX 75265.0276 Meg Wolf Keefer.Wood,Allen & Rahul 210 Wulnut Street Hurrisburg PA 17108-1963 I i I ! , i I I \ \ ! \ Deur Ms. Wolf: Thunk you Cor your request to obtuin inCormution of Donuld G Wren's account with Fidelity. Mr. Wren hus one active Mutuul Fund account under the Customer Account number T019153521 with Fidelity. The accounts is registered as un individual account. The tuble below shows the uceount information und murket vulue for this account on October 27.1995. Fund/Account 401/0271496838 Numhcr of Shurcs 346.493,790 Shure Price 1.00 Account Vuluc $346.493,79 Beneliciuries ure not designuted for individual uccounts ut Fidelity, I hope this inforn1l1tion is helpful to you. If you have any questions. pleuse eallme ut 800-345-5063. I will be happy to help you. Sincerely. ~~JI;aLe Cheryl Shull Customer Service Specialist Our Iile: 6373-l2dec95 Fidolity Dlltnbulors CorpOfolion Gonoml OillnbullOn Aoonllor Fldollly Mulual Fundi SELIGMAN DATA CORP. / SERVICE AOF.NT ..Ok 1111 SEUGMAN GMOlfP or Ft1l'11J AND TRI.CONTINr..NTAI. CORPORA nON SllARDIOLDIR SER\1CU Soo.llI.USO 111-6111.7600 U-IIOI1R AtrTOMATF.O RE5rc)l'~5E UNE B00-6I1~597 Dcccmbcr 13. 1995 Ms. Meg Wolf Kecfcr. Wood. Allcn & Rahal 210 Walnut Strect P. O. Box 11963 Harrisburg, PA 17108-1963 RE: Scligman Growth Fund - Class A NC #1269670009 Donald G. Wrcn Dcar Ms. Wolf: Thank you for your reccnt Icttcr requcsting the balance and value of the account on October 27, 1995 and thc namc of any bencficiaries or contingcnt beneficiaries, The account is individually registercd in the dccedent's name and thcrcforc no bcncficiary was dcsignated. The total value of this account on Octobcr 27, was $54,456,39. This is bascd on a balancc of9,759,211 shares and a Net Assct Valuc of $5.58 per sharc, Thc Funds dividcnds do not accruc as intcrcst docs, dividcnds arc paid to sharcholdcrs of rccord. Thc last dividcnd paid by thc Fund was Dcccmbcr of 1994, Wc havc no rccord of additional holdings in thc Scligman Group in thc dcccdcnt's namc or undcr his Social Sccurity Numbcr. Wc hopc this information is hclpful and that you will contact us if you have any qucstions, ~,\~~'\J Rolicn N~nll Sharcholdcr Scrviccs RDW/ms 100 Pork ""rnur. No.. Vork, NV 10017 .. . . If you have any questions, please call our Client Services Department at 1-800-662-2739, One of our associates will be pleased to assist you, Sincerely. A4'~/ ~ David Smith Communication Associate Encl: Business Reply Envelope , ' 00031027 .. REV. l!101l[)(. (l'1I7, ESTATE OF (All 10 0 ITEM NUMaER 1 ~, ~ , co"'r'1l\1~\~c\\,'VH~/hYANI' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pleas. Pllnt or T . Donald G. Wren FILE NUMBER 21-95-0824 olnll -ownod with RI ht 01 SUlylyorahl mUlt b. dlsclolod on Schodulo F) DESCRIPTION VALUE AT DATE OF DEATH CoreStates New Jersey, checking acct. no. 0202180667 Interest accrued to 10/27/95 1,997.78 0.66 2 1990 Nissan Maxima automobile. VIN #JN1HJ01P7LT402809, as valued by Model Motors Nissan. Inc. 9,500.00 3 Retained Household Goods. Antiques and Personal Effects, valued per attached appraisal 4.553.00 4 Sold Household Goods and Personal Effects. valued per net proceeds from auction 11.917.00 $ 27 968,44 TOTAL (Also enler on Iino 5. Rltca l1ulalion) (Attach addllionalS 112" .. 1'. sheel, If more space is n.eded_) Copyrlghllc) 1t94IormlOllw..,eDnly CPSyl'e"", Inc. Form 1500 Schedule E tRey. 2-871 .. CorcSlalC:9 F'M;)IlCI.11 Gon CPA and Government ReQuDSI Copaltmcnl Fe 1.2.10.16 PO Be, B667 Phlladolph.. PA 19101-8607 2159734619 8 CoreStates January 19, 1996 Meg Wolf Keefer, Wood, Allen & Rahal 210 Walnut street p, O. Box 11963 Harrisburg, PA 17108-1963 RE: Estate of Donald G. Wren 000: ootobe Dear Ms. Wolf: In response to your letter of December 6, 1995, please be advised that the decedent held the following account with our bank: ACCOUNT TYPE: ACCOUNT NUMBER: TITLE: Checking 0202180667 Donald G, Wren Frank J, Chulick, POA 12/15/89 $1,997,78 $ .66 $1,998.44 $ DATE OPENED: 000 BALANCE: ACCRUED INT,: TOTAL: 1099 INT. PD.: We hope that we have been of assistance to you in this matter. ~cerelY' , ~. uthorized signature /mb IN REPLY REFER TO' BARBARA EDWARDS TEl.1215.973-4619 GDVERNMEllT SERVICES om: Fe: 01-002.10.16 . P. O. BOX 8667 PHllAOElPHIA,PA 19101 / ". ,I :\Tfii~~\ \t,r.:~~~'~,1'liiill:1.:l.!i.:tfjj~,"'~-i"J~ '(!'],:!m:( '~I !',,;' ~....;,,'~! .\'.r...."/.~:i., . .....r:"'~~. . " 11........_.__..... ~_. - .-- _'"" ._. ;nl.lt,jl .- .:.~- ~ ..,.,..j\! ";.. t DEPARTMENT OF TRANSPORTATION "r. CERTIFICATE OF TITLE FOR A VEHICLE .------. 900990016004035-001 JN1HJ01P7LT402809 90 N1SSAN 42877279401 WR V!HICU IDVnIl'lC4tlOfrt J,j1JlollllA ...... "''''''1 Dr \'t"'Clt lITl(MJIoIlllII 0 I SlATeN I I -,,.,,.. .... UNlADE,. ....tIGHT c.... cc.... nnt lAAIolOli 4/17/90 4/17/90 I I'RlOAnntlTAI[ I 4/17/90 000805 0 CAn'AnTllO bAU Of IUU[ 000101I PROCO OAf[ DOQU ""llS 000... 'T"TUI .....-1, / r- . ~__"""'-f:._"""_""""""'"" ACT,UAL MILEAGE ..~rinOWNo,'l . DO~ALD G WREN" R '], BOX 410 'D1 KENSFIELDS UPP'ER BLK EDDY PA 18972 ~ t "",lrrA~ot. i ,: ~ rMn Ju-NlLAKU " DAft n ~ I(CONO lit,.. AU1AS[O , IoOI1H01W1DIW'NItH'tATM. Ul'tt '.-"'---"~n-ae9'4-~"--""""-. .............-.. r.~' '..".." '. r ......'UttG ADORns .... DONALD G WREN ,"ul_<lUIl<I"l'mAU'l\t R R 1 BOX 410 DICKENSFIELDS UPPER BLK EDDY PA 18972 OOO"'UIR "Arul o to ,l.CfUAI.",UoGf 1.1..14.....1(laltll'.....r~ l"'-" w.NDT".acru....1l11,&QI a.N:/Tn.lAC'1'UliUO'.tQI.CDlJUI'ttilll '''WI~~ ..r~"""'~l'Io.:a.~r fIl~l'''AHO' ....lMTlalJtvt.n:lr C:.~C''I'''OCU . '.r:nrt7toJlrtT", _ 4. Oi'o..,ll.nWQ.)f(lfIIoON-US D'-'UToOot ...IOJloQl\TllI\I.l.llttCl. , . \OO;)"3I1'D'CU .. R)AOIIIOl.'A~\'"CU .."(O')<ro~TQ '.~r"~ \ . "..C..rccar.tJ.o&flf.a.&ur:lW. ..~I".'AT"" .tCOJC)Ul~'A\lO"O' " .' " . II . S<<IOnd MflNlolGeT . "'I~. ",pan ......IIlCtClPl of 1!'If I~ ..". ..... ~ ..."lIoIlMr ""'\lIOf1lolld U\ll T.u. 10 1"1 b~1N4I of UOfOi' ....Il~ ....,.._ &JI9Iopr..." lOll'! aNlt.. ,..... '. 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UI'I"" OI'i oll~.ID'--V DOl". eJltdltd O Ri~tn.tNl-""alIfl~i 0 lI"O'IfIf""""_qt ,,,,,,..0111',,*,,,,,,,,,,,"""'_ 'If.t.nNI,..OOo)ooNo"OoK1f1l111C"f l/w.f\.or\ll"r..."""'.I...~.,....oI""rcwontwW'lf.andllltl~..,..tClf "IIlI,,,,..,loU..PtfI<IIIltIOt.,,.d-.,,I'" SUBSCRIBED .ANO SWOR~ TOeEfOREME "" 0" ".11 '''''''"'''' f'f f'f"_.:.w.....11._0".. ~ l :. ~.~: ;,C:i-' i.!O~::;ii~i~~~L~i~.'~~~i6 ':,:' ;' r)j PRliSENC!O: Or-,.C\ llo-T~R.'1.).IItjD:: ;;"i. , " ..P~''il!H..,SE,R.S.N~,~fl~',I~,~)~t~,b...::~~',. ;,:,,: ' At.~D,Si:~L.E,R, !S,~,P\!A~ :i'I'~~i;.(~', : ';". '" ....'.....~" ,...:~.....~....\;;~~-: ~'.~":.\\.~/' UL!:llECKHEI,U! ~'^pp~nONfOl\o 'm:tE. ... i:i 1Il .. J. ~....,,-~ toO..."""orVUfll ...., .- P\JAOu.JlA 0Il1UU. aus.Nf....~. """"'...... 1111m _'" "" IU.n ,~ P'\.IfIC\1.I.SI..a ""'" "~"U""1...1I"1 '""......~!t..'G....."..., 'UfOC...&.l.l" .lHU.UM COP'IJIlCK.lSUI "un ,,~~r"AJol'"I''' 1OO..."",'I:I..nJII . 1""rl' .:.--:QII. .....' " il'\JfCH.u(1I 011I '\A~ .U\.HfUJ<.A"<< COI'UllCHASlfI Itllllf 1o.llOlI'-ll "" IUIt .. J'\l1tC0l.ASI"," """ .,...-.....,,,..<1...".... r<\,......HI".'.......",... ..Q...'''..'~Ulll. ., ~' ~ I!! ~ ~ ~ ~ ;g en !!l lil t: 5i ... III ~ ~ ~ l5 <: ~ '< ;; ~ :ll lJl ~ ~ ~ ~ ~ ~ I Cl ~ ~ !j! ~ :i! !'> ", ~.. .:. .. .. Appraisals S~'al Wea\'il1J.: \Vicker Nalllral Rush J1 11.1 ifJ'/l(~ R/!S t () rrr t i OilS by TOWN ANTIQUES Repairs UpholslCI)' Rl'Iinishil1g Theater SelS (ftt. B" /1fb ,-' -j) :}t.. It/)z,( 1J1"d. C!At.~ I 011. ~ ~)t..J ;6k. ~rz.d<."~ tum) (J..,l(,'l /u~ d/JuL rd.;t/td p}.U..L.. tV:L d. 7YlL'.4;.o~ tr''- r ../<<.- j"UJ.' ~. .f< ttv r t4..tn.If<-AAJ \..&. )..1. It Ji-U.. '/--/tLu-dVAV ~ .toAd. ft~ ;L~dL vtu'~';t ~~ ;6I~ /Jru.u.)uL I Ctn1-;!-~~ ~4L. (j~v , C,h14't.uJ)v 1 .ttu.-~_"bl/A./;t- !-.u.~ ~r .tUe. ,.t/~ ,,-t/1f.Z("1/ ~'nd... ,JUl..rtu~ d.AJ~l..-. /--\u.ttatU- FAL.I!_ L-t1d..ny<-~ .-4 a- ,( . Yd-I%dl /YYIL~/ ~n- )tIML tLt..<-L 't ~'tr-a..uJ ~.-/.I..l /YYLVu. ./It-,,d,L~d tJ...d?v--' ;th4-n/ tUtt-'-d 7Ktl'ndP--~ 7ht.&.u ' Appraisals Seal \\'ca\'ill~ Wir:ker Nallll'al Rllsh Ant i '111 (! R (!s I () rrl t i Oil .I' hy TOWN ANTIQUES ,f<<-~ I t .:J ncpai rs ('pholsll'r\' Rcfillishill~ Thealer Sl'tS t1eL~ 8, lt1ft, . (it!. 'r ;tlu- ,f-'-~tt J~t..v lAd cI.d.nut./- ]4-an-J. "1">v..l.dtw t'f-?'..L /J?UUb-~ ;LhA:.c ~" ~ ,Ie .Lye! ~~t.... ;t, l.!-d-,u,.J tr,,~uL 1~.v I1AtL ,<:J.~ ?u.M-.It.. ,a ,A:.d. ~ if ,ULt, (j-Ua.J.J thtLtU".f~ ~to..Vt..V dfAj- "A-d d.1_n'U~. tlt.t. t j./LLj/.Lt../..P, IVd -f{.v-U;r..t.IIffv' -ZvnLUk,...et- cU.J.LJ~.L. '7?7~1<-L/, if ),/0/.... lu,u,<-~ JUt!.-U-Au "fhe.'jx..L PjU-- .?lAtA "auLWI. /. c1- tL.U: N1U~J." ~~,t. ~~ (dtLt. r ~ -td) .;J, Y\,l.-n.{ ,~ t;.J~ _ lrnYl'~f.vh.v .I/~,..;(., /)uU ltUA..~<<AJ ...g. ___fl"/'L d-i,(,J.tW (J .fJ5 ~. () a 4. cU....t.:..,. .s. ..2 JJ,,udfl'--t.Il(..,V ~.tet.<!.,1:..v - /!-~t((,u. -<- (Ja./-t:, (~if:z) u ' }t-'t,.().U"i 1. ce a...t &.J- ~ 6. cY JUu.. 6Ur~;(. ,tIuC4.-~tLJ- "')1 ;L?, 6'1ttJrM.L"-~) 9. jt,UML.I..- ,4lh .b-M.~ fjl.L Vt,Ud. il.j/M.,) /&. aJUY), (}.;u;.,L,., /.tLd;/t, /UL.JL Ad (d.Jl-n.,o/-,<, /W_uAj II. ;de p'rl.,{!.(- 1.:2, 1.:Itl-1YII.. ,-/~ /..3 . U<-'ltl-t.v.- ail! "d...Lt..t,-,",~.d .:JLU't.. -1 "/0, :;0 f:/l. ~. () /) .ss, () CJ I ~ 0 . ()a .j15,OO 86 tJ/) 7 (). b() <....:;1.5. ()t) 135, tJO I/().()O flS', JIJ 75'. IJ/J ~5, ()O 1 M. {)O 1.3.:5. 1)0 rS. tJ () 15. (){) Eli -3~. ()O ";5. tJtJ $:5. ()() tJ.5. () () /;1/ ~.5 (){) ell .. ;....J'- .2.. Appraisals Sl~al Wea\'illH Wicker ~al\lral Rush Repairs l.'pho\swry RdinishinH Thl'aler St:IS 1\ nti qW! RI!S to ra t ion S by TOWN ANTIQUES ~ ..3.5[1 () /1. 1tUt-J1.r~.:tc."-' ~Y&L e~_I-IWt.-~L /a<Ar /.5. ~(J'U;.iLO h! gtM-J - r ~~t.-1-J I/" 0.2 - 1 tf v (;',fJ {,.t..M...w..I./vv /1 L;(uu~ ,.tll_d..k ~ 18, (!~V.A- t?JUI.:O,- (/.)I..I4.fVl Ad.t. WYI/Lj-) "'?1-<' 't.I'rt-~~< L 1/3.0tJ 91J.IJO ~K. tJO ..II- 31~-,lJtJ 19, d..-\_l..J>J./;J tO~p ..:J.() . die-I.,/, tunL d.&J:. - 7.<Vn-UA..L~ - tUp-t 1 dAL~ ~ ~i~ ~,unJ..J ~ ..v..u.ALt c..A.tV-4 j-'!u'VIU/ (Ill I"; yku_L I tJ-n'l1.- ~ fl-c...r VuUA- j'-/I-I-nLJ ~ '-Cub ( ~J-Lr){ft1h",.; ~ J..u~ ~V,,;,-) .. 71J"LtUtL 1tJ.-~uu....f..;')<.i (Ja.-k 0'~ II f, ()(j 110. ~(J tJ5, 00 .,J 15. tJtJ r,; t. ~~. "'.3 . ~t/. cP.s . ..2 c" ~1.il..t..L f~b..{/h~....t.. ..3/J. t!..<,;LrJl.--I.. o..~t (7f.t..-?I.J<A? J .;J I, ~ tf-u t.. b../lI..../rtt..h,L .. .J~~ J Appraisals Seal Wea\'ing Wkkcr Natural Rush Anti'l1/.(! !?,!sloral;olls . oy TOWN ANTIQUES :~c~pai1 ~ l 'phlllslcn' jklillishill~ Thcall~r Sl'IS ..1.:2 . /!Y..L S3. d"/,f).dMt ~ t((.dL;k IlAtL ..31/-. aU:. d..lr,u,u,v - (Vd 1 /J.J-Urf dll.lyl'-Jl-J .3.6. I?f/&; ctt7 t-n-J: d.t.d.J 3{P. Iq(f!~ )~ .3 7. '-/{M!jl.li Crt(f''-tC-c..+...~ - '-tJ-U....J...tH.... F/ ...36. '-t<I./~ ~ - /UN.-(I-<<../J tf-f-l..J - "-tk~t..... ~W!<.r .39. I.r OftLJl~ eltlUA.-J;-(1U-I.. L....~}~ .A.~-L ~1l.-i ~~ /,-<...,u ~ ' ~. ~~'t 1.:-'j J~ - ~f-I-.a-F -f7 T 0"011-. 'II/). (}r) s's, ~6 8>.o~ /&!: gO 75. IJIJ ...!IS tiJ ..!JS./JO /.;}5",od ..2 15. dO .-'--'-'-- # II r:,..... lc'" , .... ~ ." .., - - - V/--/.n-t'l r.Jl.U~ \.J..t.l./I'l a.,.l.:.lr-UV "11.).8 ~ 1fjJ.fM dbv1-d (PL. 7'J--/t.tJ 1IP,/UJ!A.bU/t1f ul 17oS:S-- (11'?) 7&1. '(7(/? .. ::> ::> ::> ::t' j Rl (IfD) 'i~~ CI) )(~ o om a: ..~ Ill~O.{ ~~d~ o!l1~~ a:S"z a)~~8 .. " .. o ffi 0 .. 0 ~ '<I' z . o :z; lj Iil 5 .. s ... ~ o o N I' . !;;;\O :J" 00\ :i,...j' " <II- -II -II -II -II \0 0\ .... o M o~ 0 "0.... .... 111 N 0 I' ~ ffi r&l ~ H Ul o ~ o 5 :>:: Iil :z; H :z; ~ Ul P o ~ ~ ~ ~ ~ ~ 15 Ul w " " 'tl 0 Rl I' o " 1>: .!<: U I:: ..... 0 Rl 3 t, '2 ti.~::: ~ ............. ~!i!:>:: ~ .... 0.1:: ~~ ~ ~ UI'UPo C> C> C> -=:;T N I' . \0 " 0\ . " " <II- -II -II -II -II , I \0 0\ .... M o ......0\ 111111 0111 " ..I IilU E-il ..eN o .. ~ g ti Iil 5 . .. ... m c:a cr ... m ... a a ... . o z .jJ o ..:l o o 0.. '<1'0 ~ .. , ':.: ... .. a a a a .. rn a ':.: ~ lj Iil 5 i ~~ HIB z~ B~ :g o a: .. ~ a: .. . a Cl o o or o o 'L .!<: U ..... .... ::l .<: U ~ .... l-4 Rl U II I .. o H .. 14lV. 1!.10[1l . il.871 CO":'N~11~\~{~~~'\I~}hY'NI' SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER 21- 95- OB2~ ESTATE OF Donald G, Wren THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE Z IS YES, ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DEC'D DOLLAR VALUE OF NUMBER lel~7:=~~~I~t~~:~~:~~.:~:':~ h':'::", OF ASSET -/.INT DECEDENT'S INTEREST 1 carlton Chulick aEh 3/J01'Y5 3.000,00 10.000,00 100 7.000,00 2 Carlyn Chulick aEh 3/101'Y5 3,000,00 10.000.00 100 7,000,00 3 Cory Spradlin aEh 3/14195 3.000.00 5,000,00 100 2,000,00 ~ Frank J. Chul ick aEh 3/101'Y5 3,000.00 10,000,00 100 7,000,00 5 Glenn Schmidt aEh 8/41'Y5 3,000,00 10,000,00 100 7,000,00 6 Helen Albright aEh 3/141'Y5 3.000.00 10,000,00 100 7.000,00 7 Jacqueline Smith aEh 8/41'Y5 3.000,00 10.000,00 100 7,000,00 B John Hulbert aEh 3/141'Y5 3,000.00 5,000.00 100 2.000.00 9 Justin Spradlin cash 3/141'Y5 3,000,00 5,000,00 100 2,000.00 10 Ryan Spradlin aEh 3/14195 3,000,00 5,000,00 100 2,000,00 11 Susanne Wasson aEh 31331CJ5 2,000,00 2,000,00 100 0,00 12 Travis Chulick aEh 3/J01'Y5 3,000,00 10,000.00 100 7,000,00 TOTAL (Also enter on hne 7. Recooitulalionl S 57 000,00 (II more space is needed. insert addlllonal5heel5 of same sizo. I Copyrl\lht (t)199oi'olm software only CPSyslelm.lnc. Form 1500 SChedule GIR.OJ. Z.a7) .. CO"'I1.\l\g~\~4\,WJ/,~~/hY'"'. SCHEOULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS ANO MISCELLANEOUS EXPENSES PI...I Print or T . FILE NUMaER 21-95-0824 n[v. 1611 EX f a-lIftl ESTATE OF Donald 0, Wren ITEM NUMaER A, B, c. DESCRIPTION AMOUNT 1 Funerat Expln.e.t Myers-Harmon Funeral Home 2,291.00 2 pealerls Flowers 185,40 3 West Shore Country Club 491.97 " Admlnlstr.Uvl COlt11 Persone' Represenlative Commissions Frank J. Chulick, Executor Social Security Number 01 Personal Representative: Year Commisstons paid 1996 51,000.00 2. Anorney Fe.s Keefer, Wood, Allen & Rahal 30,000.00 3. Famity Exemption Claimant Address of Claimant at decedent's death Slree. Address Crty Sial' Zip Code Relationship N/A 4. 0.00 Probate Fees 1 Miscellaneous Expenles: Antique Woods demolition of barn collapsed post-mortem by snow 9,500.00 2 John Hartman Art Conservation Services 1,340.00 3 Barry Lippencott snow removal and cleaning of residence 1,472,00 4 Chubb Group of Insurance Companies insurance on residence 2,720.00 5 CoreStates Hamilton Bank bank chargeD 99.42 Total miocel1aneouo ex ennen from continuation a e(o): 19 230.31 S 118 330.10 TOTAL (Also .nle' on line 9. Roca itulation) (II mo,. Ipac.l. n.od.d.ln..r! oddlllonal Iha.to 01 ..ma II'.,) Copy,ighllcIIV9.. 101m lOft WAre Dnly CPSy'lolTtl,lnc: 'otm 1&OOSchlKlu~ Hln..".1.881 .. SCHEDULE H MISCELLANEOUS EXPEIlSES (continued) ESTATE OF. Donald G. Wren FILE NUMBER. 21-95-0a24 I'rEM 110 DESCRIPTIOIl AMOUNT 20 Tohickon Valley trash removal 247.20 21 Wehrung's Hardware sump pump 134.14 Total. (Carry forward to main schedule) . . . $ 381.34 ...... MVERS.HARNER FUNERAL HOME,INC, 1901 MARKET 51kHT P.O. BOX 211 CAMP ItlLl.. PENNnl.VANIA 1'011 ROlElT II, IIARNER / IUrU\'IIOR LOCALl.Y OWNED AND OPEMTW TEurllONE ""'17.'''' November 14, 1995 Mr. Frank Chu1ick 716 Arlington Road Camp Hill"PA. 17011 Services for Donald G. Wren October 31, 1995 Charges for Merchandise Selected Register Book Memorial Folders $ 35,00 35.00 $ 70.00 Special Charges Direct Cremation/Service Cash Advances obituary - Out of Town Clergy Death Certificates $ 1,390.00 $ 1,390.00 $ 671.00 100,00 60,00 .. $ 831.00 Total due within thirty days, please: $ 2,291.00 r I t/t/ft; c '10 9'1 iU9/11O I REFERENCE TOTAL (PREVIOUS MONTH'S BAL.ANCE) 4 1 , 2') l0/04/'35 85'3448 CHULICK, ROSE VASE ANNIV, ;::9.99 3.'35 2.04 35.'38 \0/12/'35 872368 C/F-LOOSE MISC. 12,00 .00 7'" 12.72 , ~ l0/24/'35 877310 GIFTWARE MISC. 26.50 .00 1. 5'3 28,0'3 l0/30/'35 87'3731 FRAMES MISC. 8.00 .00 1.74 '3.74 l0/30/'35 879731 FRAMES MISC. 21.00 .00 .00 2t,00 l0/31/'35 879725 WREN,DON FRESH ARA MISC. 75.00 3,'35 4.74 S;:;',E.9 10/31/'35 879795 LUNCHEON FRESH ARA MISC. 90.00 5.95 5,76 101. 71 - ,.', '. ;-JJ:_)F\t~. " [$ ~/85".~C ('q c.<; at' 00 b L7./fD/lf~ A 1 ", q., pm monlh rebilling c....,O" ~tltth II .n .!lflU.lllle 01 18.... Will be 'Pllhed 10 1tle unp.,d bel,nee,lltr 30 <lh' Wllh II minImum 111110"0 charge 01 '1 AD. P.~mt'ntlII'Cel\l'eCl ,1Ie' lne &!.tem('1l1 rlate WIlt appel' on ....OUl ne.IIt.lrment PEALER'S FLOWERS 17171986-9500 18001 8764&06 House,.. Novembel" 18 & 1'3!!! CURRENT 30 . OA vS 60 . OA vS 90 . OA vs 2'32.'33 .00 41.29 ,00 ACCOUNT NUMBER 0150'34 TOTAL DUE Join Us For Our Holiday Open 120.0AVS .00 334.22 Pro Shop 737.5164 West Sliore Country C{u6 100 (]Jrentwater rJ{paa Camp :J{jrr, 11'}I 17011 Tennll Shop 761.3060 Clubhouso 061-4530/453114532 FAX 761,7234 Mr Frank J Chulick 716 Arlington Road Camp Hill, PA 17011 -0. _ . Pool 761.9956 11/10/95 HOUSE: 865.36 CUES, 2,931.69 TOTAL 3,797.05 j AMOur" ENCLOSEQ I ACCOUNT NUMBER I C2089 Active-Annual ADl PLEASE INOICATE BREAKOOIVN OF 'lOUR PAYMENT IF DIFFERENT THAtl THE TOTAL A80VE REMOVE THIS STUB AT PERFORATION AND RETURN VlITH YOUR REMITTANCE 'OATE" I 10-17-91"~'~"'1 10-17-9~ 02~ 10-21-9~ 0131 10-21-9 02~ 10-29-9 010 10-29-9 010 10-29-9s1 0201 10-31-95! 120! I 11-02-951 010 11-07-95 010 11-10-95 010 ...H'f(l1~'I:L'1..tll:,,"'l.t;. -~"'I'ld:h_""" I Charges 56407 56336 405213 55791 265566 396382 265566 5342 579150 253348 179256 Bal Fwd - House Food Charge Beverage Charge Food Charge Beverage Charge Food Charge Food Charge Beverage Charge , Sponsored Function Food Charge I Food Charge Food Charge Total - House Charges I Bal Fwd - Dues Total - Dues , Pay This AmOu..,t CHruIS DINNER/DANCE--SAT, EC.16 SHORE RM SlmoAY BRUNCHES FROM 1 -2 FRESH CHI~ENS CHRISTMAS PARTY SAT lr/16---EGG 50.00 50.0 MINIMW.\ MINIMUM USED ''iT .\TUS CF '.lt~m.HJr.l UNUSED MIN UltLEO AUOVE "-"', ',....nrT.1 BALANCES UNPAID BV NEXT BILLING DATE ARE SUBJECT TO LATE PAYMENT PENAL 1Y .111' "11"'."'"1' 1I;S...., ~. TOTAL 11S.6 115.60 24.6 3.70 1.4a 29.83 1.7 .26 2.01 40.0 6.00 2.40 48.40 40.2 6.04 46.29 1.0 .15 .06 1.21 37.6 5.64 2.26 45.50 1.6 .25 , 491.97j 491.97 23.2 3.4B 1.40 21.1 3.17 1.27 25.59 23.95 3.59 1.44 2a.98 a22.7 32.28 10,31 a65.36 2,931.69 2,931.69 2,n1.69 0.00 0,00 2,931.69 YEAR'S EVjE--DEC. EAFOOD DNILY JOI G PARTY 124 3,047.2 30,60 DAYS 1 US ~ C..s't/ ro z ~qJ,9? /'2.) 6lts PLEASE RETURN TOP PORTION OF STATEMENT TO ASSURE PAYl>lElrr CREDIT I DUE DATE TillS BILLING, DEC.l0, 1995 f 1.'J1 ,,'/""&.' ('uum,,' Club ~:'r,H) l.!llL. Ph ':"011 0.00 OVER!IO DAYS ~ NOTICE OF CANCELLATION ~ ' CHUBB Ilk. I?' DONALD G WREN C,O FRANK CHULICK 710 ARLINGTON ROAD CAMP HILL, PA 17011 Dato 1122/05 Policy no. 10318291.01 Issuod by Fodorallnsuranco Company Policy porlod 10'29 95 10 10 29 96 If you havo any quostlons. pleaso contact MARSH & MCLENNAN - UNIONDALE EAB PLAZA-P 0 BOX 103 UNIONDALE, NY 11553 516.542-1350 Payment Wo have nol yol rocoivod Iho minimum promium payment for your Mastorplece homo and contents and valuable arllclas policy, and hopo Ihat it has alroady beon mailed, Wo wanllo conlinuo your coverage, and not causo you any inconvonience, However. if we don't roceive a minimum payment of 51.088,00 by Dec, 26, 1995, the policy Will be cancelled on Dec, 27,1995 boginning at 12:01 A,M.. and your coverago will ond at Ihat time, For your convenienco. we've providod Iho tollowing paymont oplions: Paymont options Current payment due Next payment due Pay ontire premium 5 2.720,00 on Dec, 26, 1995 Nono Two remaining 5 1,036,00 on Doc, 26. 1995 5 I,OBB,OO on Apr, 11 paymenls Throe romaining 5 1,032,00 on Doc, 2B, 1995 5 54B,OO on Mar. 11 paymonts 5even romaining 5 1,088,00 on Doc, 2B, 1995 5 270,00 on Fob, 11 payments No sorvlco foo is Includod in your initial payment. Each subsoquont paymont Includos a 54.00 servlco too. Be sura to indlcalo your chalCO 01 paymont opllon by Willing a chock lor ono ollho o.act amounls due by Doc, 20, 1995, Thon comploto tllO Rolum SOC/lon bolow, .;.... C S For your rocords: Amounl onclosod 5 -'a/72D.:::.- Chock no, QQ.:- )"z/{/,,~ , .. S CII EDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS (continued) ESTATE OF. Donald G. Wren FILE NUMBER. 21-95-0924 ITEM NO DESCRIPTION AMOUNT 12 Veronique'e Antiqueo balance due for repairs during decedent'o lifetime 1,039.90 Total. (Carry forward to main ochedule) . , , $ 1,03a.90 ., COUNTY OF BUCKS mlEAcn OF COVENANT ACI' IiI5I.tW1 DONN^ MORRllLL WERNlll\, D,pul)' ^RTHUR R. H^RRIS, Soll<lto, WILLIAM R. SNYDER, TREASURE! I Doylulown, P.. 1890 I ' STATEMENT OF TAXES October 17, 1996 348.6249 Donald George Wren. Estate C/O Frank Chulick, Executor ro OOX 11963 HmTisburg, PA 17101 Re: Parcel # 30-16-31 (incls 30-16-8Ilffecllve dale: August I, 1996 SCHOOL: Palisooes MUNICIPALITY: Nockanixon Township COUNTY: $1,528.99 TOWNSHIPIBOROUGH: 130.41 SCHOOL DISTRICT: 7,185.29 FEE(S) 25.00 Release 5.50 Deed Registration 10,00 Treasurer TOTAL ROLLBACK TAXES DUE: $8,885,19 Copy Sent To: pioneer Agency A1'I'N File "213480. 1235 W Broad sr, Quakertown. PA 1895 1st billing: 10/17/% 2nd billing: 11/19/96 3rd billing: 12/19/96 - AFTER THE 3rd BILLING THERE WilL BE A 10% PENALTY ADDED FOR THE COUNTY AND A PENALTY FOR BOTH THE MUNICIPALITY AND SCHOOL DISTRICT, 41h (FINAL) billing: .- PLEASE ENCLOSE A SELF ADDRESSED STAMPI:D I:INI:LOPE FOR RECEIPT. RETURN THIS NOTIr.I' WITU '''''''TT^''r''~ , , .-;--- " ., EASTBURN AND GRAY, P.C, j eo E"'ST COURT STREET p,o. BOX 13B9 DOYLESTOWN. P..., IB901.43!50 1211513415.7000 Page 1 InvH 24-046618 Date 10/31/95 080977.000001-CHD Mr, Donald Wren Dickensfie1ds . ' 426 strocks Grove Road Upper Black Eddy PA 18972 FEIH23-2706643 Re: vs. Timothy M. Leichliter TO: EASTBURN AND GRAY, Dr. Legal Services Rendered: 7/05/94 Telephone call from client regarding painting problem. 7/07/94 Telephone call from client regarding next step and costs involved in litigating correction to paint job. 7/08/94 Telephone call from client regarding painter and proposed settlement. Total Services $115,00 ---------- TOTAL THIS INVOICE $115,00 aCI.I::n:u::lc:u:a== previous Balance 'J Current Payments ---------- (continued on page 2) $.00 $,00 . . - ., EASTBURN AND GRAY, P.C, / eo E^ST COURT STREET P,O, BOX 1389 DOYLESTOWN. P^, 18901-4350 12151345-7000 TOTAL AMOUN~ DUE AT THIS TIME Page 2 InvH 24-046618 Date 10/31/95 080977.000001-CHD $115,00 ~ ~ ------.--- r ItA1~ , I ~IJ CS~OO( -, THIS IS YOUR INVOICE WE DO NOT SEND MONTHLY STATEMENTS PLEASE RETURN THE ENCLOSED REMITTANCE SHEET IHTH YOUR PAYMEllT .'. . . '- EASTBURN AND GRAY, P.C. eo EAST COURT STREET p,o, BOX 1369 I DOYLESTOWN. PA, 16901-4350 12151345-7000 ' Mr. Donald G, Wren Dickensfields . ' 426 Strocks Grove Road Upper Black Eddy PA 18972 Page 1 InvH 24-046619 Date 10/31/95 080977.000002-CHD FEIH23-2706643 Re: Estate Planning TO: EASTBURN AND GRAY, Dr, Legal Services Rendered: 2/23/95 Meeting regarding estate plan, health care, etc., gifts and taxation and begin draft of documents. 3/01/95 Telephone call from client regarding changes to Will, 3/02/95 Complete Will and Power of Attorney. 3/07/95 Telephone call from client regarding gifts. 3/10/95 Meeting with client regarding execution of Will and Power of Attorney and review estate procedure and taxation, Total Services $1280.00 3/13/95 Notary fee ---------- 10,00 ---------- Total E:.:penses $10.00 ---------- (Continued on page 2) - '-'-~"""._"~'''---'''''~'-~-'- I "~.-.... - - .~~~ ~~ -X.~.;~:;':J;"' - ": :>'.' ~-'". -- - ,-. . EASTBURN AND GRAY, P,C, V 60 tA5T COURT 5TRE:E:T PO, BOX 13B9 DOYLE:5TOWN. PA IB901.43eO 121!'l1 34e.1000 TOTAL THIS INVOICE Page 2 InvH 24-046619 Date 10/31/95 oe0977.000002-CHD $1290.00 .---.----- , . current payments $,00 $.00 previous Balance ---------- $1290.00 TOTAL AMOUNT DUE AT THIS TIME ._==_111I51--- ~, -rR dIf~ .'y~!?? ~- iAfii CS~OOI THIS IS YOUR INVOICE - WE DO NOT SEND MONTHLY STATEMENTS PLEASE RETURN THE ENCLOSED REMITTANCE SHEET WITH YOUR PAYMENT " ,. , -~ 1040 Label Uu the IRS ~boL Olhcl'Wts.e. please pf'lnt or Iype, ProlkMntlal Election Camp.al9n Filing Status Ch.c1c only one box. Exemptions If more than 6 d.pend.nts. see Instr5 . ,- Income Alloch Copy B of your F'onns W-2. W.2G. .. 1099-R hero. If you did nolo.la W.2, see instnJctJons. EncIO'" but do nol al1ach you, payment and payment voucher, Ad/ustments to ncome Adjusted Gross Income 31 BAA Cam Hill PA 17011 Do you wanl $3 to 00 10 thIS fund? ...,..,......,......,.......".........',......,....", .. If a jOint retum, does your spouse WZInt SJ 10 go to ttus luncH . . . . . . . . . . . . . 1 ~ Sing I. 2 Mamed filing JOint ,.tum (...n if only one had Income) ! Mamed filing ...paral. rtn, Enle, spou...'. SSN abo.. & full name he,. ."" .. .. Head 0' household (WIth qualifying person), If th. quahlylng person IS a child but nol you, depend.nl, enter thIS child's name here....,..,..... ... 5 n Qualifying widow(er) with dependent child (vear spouse died'" 19 ). 61~ Yourself. It your parent (or someone else) can claim you as a dependent on hIS or her tax retum, do not check box 6a. But be sure to check the box on In 33b on PO 2. (4)_ ......,..... .,YOUfl'lolNcIVIG-enOft ." 199'!l 6c-"O: . Iiwd ....., )'0'1....... . dOt, Liw -....... ..-.. wpan~ .... 0............. &e naC ef'MM .boo.N........ ............... -...... I.".. .bow Department 01 the Treawry - Inlemal RC\lcnue Se~lce U.S. 'ndlvlduallncome Tax Return 1995 For the ear Jan 1 . Dee 31. 1995. or other tall ear be Innl Y~'If1I""'" '" Lat! Nam. Donald ". J:;wtl Iqturn. 590vM" f....l Nam. Deceased 10 27 95 G Wr.n .... La:lIName ~ Mdr.... I"'-""'C* and '''''1). " You '"-". p 0 ao.. s.. Intlr\lC'hOttl ~~l"" c/o 716 Arlln ton Road c"y. '~or POll ort.o.. "you....... for~ AGdrns. s.. ntlrloalClt'll. Sill. lPl;.ode b 5 II. ............... ... ... ..... ........ ............... c Dlpendents: (2) o.~""-,,,. toaaI wcvnly numc.1." tlotn First Nm. La:lt~ II11995.....IM"UCtlClt'll (3) _" IN~SIVO '"au .r d "yourewddodn'.....WlthrOUbVI..c:.Iaomeo3..)'OUI'O'~IYI'I6ef."'..I985~"""'""I.ChI<.......... ....... U . Total number of exem tions claimed ......... 7 Wag... salarl.', bps, .te, Al1ach Fo"",.) W,2 .......................................... 8a T&xabll.nterest Income. Attach Schedule B if over $400 ................................ b Tax....mp1lnl.r..L Don~ includ. on line Sa .. .. , .. .. . .. . .. S b 1 12 , 374 , 9 DIvidend income. Attach Schedule B if over $400 ..........................,............ 10 Taxable refunds, credits, or offsels of stale and loeallncome taxes ...................... 11 Alimony received ........ .............................................................. 12 Bu..ness income 0' 00$5). Altach Sch.dul. C or C.EZ ................,..,......,......, 13 Capital oaln or 00"), II requi,.d. Altach Schedul. 0 ..,..,..........., ..CGD,..,..,...., 1.. Oth.r oains or 00.....), Altach Fo"" 4797 ........,..,....'..""......,........,'...... 1S1 Total IRA dlSlribubon. ..... ,~ I b Ta.abl. amounl ..........,.. 160 Tot pensJons & annulb.. ,. ,IJ!.!] 7 .806, b Ta.abl.omounl ,',"""'," 17 Rental reDI estate, royalties, partnerships,S corporations. trusts, elc. Attach Sch E ....... 18 Farm income or 00"), Attach Sch.dul. F ...... .. .. ,.. .. .. .. .. . .. .. , .. .. .. , , , .. , .. .. , .. , 19 Unemploymentcompensabon ................,.."....",....,....,.., ....,.. ..,....... 20a Soc131 ...cunly benefits , I 20al 11 . 081 ,I b Ta.abl. amounl "'.",'.",, 21 Other income '__ ___ _ __ __ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ __ ___ 22 Add the amounts In the far" hi column for lines 7 . 21. This IS our toLallncome 231 Your IRA deducbon ........................................ 23a b Spou..... IRA deduclion ....."......'........"",..,....., 23b Z4 Mo.,ng ..pense., Al1ach Form 3903 or 3903.F",......,.... 24 25 One.halr of ...11...mploymenlla. "....'.."....,,'....',.... 25 2& SeU-employed health insurance deduction ....,........,.... 26 'D Kooo11.1lIl seIf-<<noioJed SEP p1.ns. ~ SEP, <h<<li "".. 0 27 28 P.nally on .arly WIthdrawal 01 saYing' , , , , ' , , , , , 28 29 A1lmonl paid, Roclpllflt', SSH .. 29 :::: '. ~, ~, 30 Add lines 23a throu h 29. These are our tolll.d usbnents s.tr1Ct.... )0 from.... 22. n.....)'OW 1dI..'-4I.,os,.....,. ",." tl\Mt f,.;f.I1J MId CIttJt/ a-cr ""'htQI~''''''' I9.2JOtt.c:tWddOt,,,.. '""'II wouJ. ,,,'E.,rwd~C""",,,Il'\'lI'r'U['f1On'S 'D1.AD112111';'919".. 9 10 11 12 13 14 ISb 16b 17 18 19 20b 21 .. 22 .. 3lI ..131 Vow s..c.w $ec...., No. 497-20-4798 ~'Is.c...I~No. For Privacy Ac1 Ind P1l'"rworI< R.duction Ac1 Notic., .11 inltnJctionl. V.. No X ....'........ ..,....... not CAIr9f )'OlIWOl~ ""'n..... 1.......," chHlIM ... ........Ib ..... 1 7 Sa 43, 12 497. 15 597, 59 779, 7 806, 9 419, 105.141. , W'" 105.141, Form 1040 (1995) _,n1~(199S) Donald G Wren 32 Amount from rlne 31 (adlusted gross Income) ....... . . . . . . . . . . . . . . . . . . . . . . . . . 33_ ellcH; 00 Y.u... 65/.1'*. 0 Blind; 0 Sl>o.... WI' 65/.,,*. 0 Blind Add the number of bo.es che~ed above and enler the total here. . . . . . . . ... 33 a b If )'our parent (or someone els.e) can claim )'ou as a dependent. ck here.... 33b c It you are married ,.lIno separately and your s.pouse Itemizes deductions or you are a dual.status allen, see Instructions and check here........,..... 33c 0 34 [nt.. {'mIZld deductions trom Schedule AI line 28, or 1 1:'_ Slonclard clod $hown below for you, filing stalus, But II you ckd of any box on IInl .u.. or b, see Instructlons lo find your standard )'OUt: ded. If you checked box 33c. )'our standard deduction IS zero. _ · Single - S3.9OO . Head of household - $5.750 . Mamed filing JOlnUy or Qualifying widow(e,) - $6,550 . Mamed filing sepa'alely - $3,275 :IS Subtract line 34 from line 32 ..,..,...".... .......... ..,.......................... ,.... :IS 36 If In 32 i. $86.025 or les.. mul~ply $2.500 by lI1e tolol no, 01 e.emp~ons da,med on In 6e. II In 32 IS over $86,025. see the InstructJom 'or the amount to enter ............ 36 'r1 Taxlble Income. Subltact In 36 ~om In 35, II In 36 " more lI1an In 35, enle' .0, ,.".."., 'r1 3a Tax, Check il ~om~o TI. Table, bO Tax Rale Schedule.. cOO Capital Olin Ta. Workshee~ or. dO - Fa"" 8615, Amount from Fo""(.) 8814, · . 3a 39 Addi~onal taxes, Check if ~om ". -0 Fo"" 4970 bo Fonn 4972.""",."""",. 39 4G Add lines 38 and 39.. , . .. .. .. ' .. ' .. ' , , ,.. ,......'""",'..',.., . 4G 41 Credll fa, child and dep care e.p, Attach Form 2441 ., , , ." " 41 42 Credit for lI1e elderly 0' the disabled, A"ach Sch R """.." 42 43 Foreign tax credit, Alta., Form 1116 ........ ............... 43 44 Oll1er c'ed.ts, Check.f from -a Form 3800 bo Fa"" a396 cO Fo,m 8801 d Form (spec) 44 45 Add line. 41111rough 44 .................... ..,............. ...........,................ 45 " Subtract line 45 from line 40. If line 45 is more than hne 40. enter .(). . . . . ~ 46 47 Sell..mploymenlta., Attach Schedule SE .. ....... ..,............ .......'........,..... 47 48 Alternative minimum tax. Attach Form 6251 ... .............................................. 48 49 Recaplureta.e.. Ck il from -0 Fa"" 4255 bo Form 8611 cO Form B82a.. 49 50 SS .nd Med,,,,"tu on lip Incomt nol reported I. empl.,..., Alt.ch 101m 1137 ,.......,..,..,.""""". 50 51 Tax on quali'ied retirement plans, Includu"IQ IRAs. If required, ad form 5329.............. 51 S2 Advance earned income credit payments from form W.2 ................................... 52 53 Household employment ta.e., Attach Schedule H ................,...................... 53 54 Add Ins 46.53. This Is tolalln........ ..... ....... .... ~ 54 55 fedonllncomo tu Wl\hhol~ If lOr " from fonr(s) 10000, chodc ... ~~ 55 533 , 56 1995 e.limated tal payments and amounlapplied ~om 1994 ,elum .."..,...... ,......,.. ,,,.. ,.... ...... ,.., 56 57 E1med Incomt cndl~ Mach Schedul. [Ie if)OU "'" a qualifying chll~ Hontwbl. ..med 'ncome: .moonl , , ., · ~.",. ~ 58 Amount paid wIUl Form 4868 (extenSIon leque5t).............. 58 59 Exc... .oclal security and RRTA ta. will1held ",.",.""", 59 60 OIher payments, Check ., ~om ,-0 Form 2439 bo Form 4136 ..,........................,............... 60 61 Add lines 5S . 60. The~ ale our total ments .... ..... . ~ 61 62 tf line 611s rnot1 thin lult 54, subtract line 54 from line 61. ThiS IS the Jmount)OJ OVerp.l1d ... . . . . . . . . ... .. ~ 62 63 Amount of line 62 you want Refunded to You ........................................... ~ 63 64 AmI of In 62 you wanl Appll.d to Your 1996 Est Tax "",. 64 65 It In 54 1$ male than In 61 f subtract In 61 from In 54. This IS the Amount You Ow.. For details on how to pay Includu'lQ USing Fonnl040.V, Payment Voucher. see Instr ...... 65 66 Estimated tax nal. Also Include on line 65 ..... .... . I 66 l..hMt l*\AIfon (It P<<JlMY. I OKiMI rMlll\eolol ..amon.d thl'l ilium an(! a<<omoany"'O scf>>oMe'I and ,tal""*,,ts. and 10 tM"'" 01"., ~ If'Id ~1.1Twy ".ITUI. conK!. and UImClIII'. DeclMallOn I pr. "., (OIN! ~ l&l~")" baWd on" .,lormal1On oj wt\d\ pr~.. h.at any ~ , , Tax Computation II you want lI1elRSto figule your \ax, see instructJons. Credils Other Taxes Payments Attach Form. W.2, W.20. and 1099.R on page 1. Refund or Amount You Owe Sign Here Keep a copy 0' thIS Ie turn 'or your records. Paid Preparer's Use Only 497-20-4798 PlOeZ 132 105 141. 'n' I.;.. 34 ;.....~'" 2 041, ......,... "'out Sfgnarw. "'fN1 Oca.tpalWJn retired SocNM I OceupAllOn . "... ~ 4 850. 100 291. 2 500, 97 791. 25 109. 25 109. 25.109. 25,109. 2,574, 22,535 -.... SfgnaM' . ',",,'.N6IN (01 'to'" If -......,001) and Arldrn. "'" """'. -.....- Io'feQM...., 500al ~"" No tf~,5"-91.. ~ [N 23-0716135 Z"'- 17108-1963 Hnrrisburv.:. PA FOR PENNSYLVANIA nESIDEIml ONLY 1 ~ o"'~ fi lP ~ II PA-4q~Ju~F9~~a~MOT~~'L~.!:TURN~ ~~: ~y U o Fiec.al....IIFll. B~ ,1m E""1nQ ''"S ~ Commonwe81lh 01 Pennsylvania PA OftPIlr1mBnl of nlJVsnue ~ --;.~ T'f'Pl! "'LER IChKI 0rYy CJinlII sO MO JD FIf) ~. ..., '- -- o.c. t4~ 0rYy It . Pw1..,.., A...,... 0 FfM'I rftS 10 19M Dccc.:ssed 10/27/95 -I MAKE CORRECTIONS aELOW 'lbi"SDcW'~Ni.Taa"""~~..~..r:v'''.;'''''~~'~~sWiv~~'IMRi'~..:d..."'=1 GE]1ililGEEGJ; -', ,,- OIJCDDJD......: ' . J__,... ___. 4 9 7 2 0 4 7 9 8 I ,~.;:..;, ; ',::.-,.:,.-1 '.. . ~.. II- I ....."-Fhllfllt,..,..._ '" '.. ~~~'''''''''-'''''''-.'-_' -":"'l......-~.......':....... \-- ~ 1.__-_ .____.... .~._........ ."._ 10;._____.......... NAME OF OlE SCK.lOl DISTRICT .......rau""'-d~Jl.I'" West Shore SO<XX.. O&STFttCT COOE IiI:EE@ .Yrpn C:. .. . - ,;........ . ';..,:1.. " . -, " , --~- ,tp.,*-,~4ro' . ft.nI~DI. .......... ~E()(IF 'IOUWLLNC7fHUDA _PA WBClOt<lET j,;,;;r '" ' , ..-:: B r,;.rn 7'''- A~I ."(":'t'~1.' - ~ .....~.;~:,....':,;"'6r I ~C''''''o H:tn:,;i;;.,",,'-'u, . 'I~"" ~;t701~~~;;~~'~ ';'~..._.'_...h.. .....PK..:::..:....;.... .. OROSS PENNSYlVANIA COMPENS<TlON...........,.................................. ..1 '00 INDtcnE tON lMHY Ib I OF EACH FORY OR 'b UNnEIMBURSEO EMPtOYE BUSINESS EXPENSES ............................. '00 SOlEOULE 19 ATTACkED Ie TAXABLE PA COMPENS<TlON, SubtT:lCl Un. 1b from Une t................................................................. 'e 00 I cl FonN W.2 - 2 TAXABLE INTEREST. Com~. PA S.chedule A I' C7'+'ef' ".000 ................................................................. 2 " , 00 , 01 Scnedu'n UE - 3 TAXAaLE OIVlOENDS. Compl.t. PA Scnedul. 8 it 0YIf' S1'OOO............................................................... 3 'A. 1 n1 00 , 01 Schedule. A - . NET INCOME or (LOSSI ""'" lIt. OPERATION c/. BUSINEss. PROFESSION~f,~..t:of..GOLl! -~{ NS 00 , of SChedul., B 1 5 NET aAIN or (LOSSI ""'" Ih. SALE. EXCHANGE or OISPOSmON c/ pnoPEiii<ttl"'..""l,.":';o..~,~J' '!~tn 00 , of Schedul.s C - 5. AMOUNT ot GAIN EXCLUDED on PA Seh~ule P....1i ............................ 51 1-<. : ','''r.:iill\ M~ 'I" , of Schedu'-" AK.1 - e NET INCOME or (LOSSI hum nENTS. ROYAl.Y1E5. PATENTS Dr copynIG1IJ,.,~::::........................., e II 00 , 01 Schedules F - 7 ESTATE and mUST INCOME .......................................................................,.., !..'I.....^PR-l..S..l'lq(' ,I 00 I 01 Schedules c.F - e a....BLlNO &nO LOTTERY WINNNaS ..,.,..........................................,.........,..-+i\\ .........................:'.... . ; I I 00 I 01 Sc.hedul.. 0 - . lCTAL PA TAXABLE INCOME. Add Linn 1c, 2. 3...5. a. 7. and a. 00 Noc 0 ~ - "1-:!51r..'11 g.D _ 28,146 00 I of Schedu~s 0.71 - :0 PA TAX LIABIUTY. Mutupty ~n. g by 2.8" (OD28)...................................,.........:-rn:o"~nAi';~~..O.... , '~ 7AA 100 , 01 SeMdul., PA.19_ 11 rorAL PA TAX WlTIiHELO .,......,.....................................................................,..,NAfiRl.."6UIi~,.II,t;1,!l'I\' 'I ,.. 100 , of Schedules E - 1"5 ESTIMATED PAYMENTS AND CREDITS. RNd lhe IN~1onIi on pev. 20. , of Sch.ooles J - '2. CREOlT !>om .... PA TAX RETURN ............,.......................................... '2. 00 , 01 Sch<<Jullt 0.1 - '2b 1005 ESTlMATEO INSTALLMEnT PAYMENTS .................,........,............... 12b 492 00 12e PAYMEnT ...Ih '1l95 EXTENSION REOUEST ..................,....................... 12e 00 12d rorAl. ESTIIAATEO CREOlT, hld Unu .2.1, .2b &nO 12e........................................,............................... '2d 4q 2 100 TAX FOROIVENESS hum PA SCHEDUU! SP, R..d the InettuctJon. ~IMlnQ on ~ 25. Sdtodulo SP 0 '31 HOUSEHOLD MEJ.CBERS from L.Jne., PItt II. PA Schedule SP.............. 13. (Check on,., If ci.lml"9 .3b EUQIBIUTY INCOME !rom Un. I. Pan III, PA Schedul. SP ................... .3b ~ ... Iol'\l'VOMUl '3c 'lOUR TOl'AL INCOME hum Uno 21. Slap ~ SP I'oORI<SHEET ........,..,.. .3c '00 '3d TAX FOROrvENESS from Line S. Part III, PA 5ehedule SP....................................................................... '3d 00 , of ScNdules 0 - .. rorAL cnEOlT Icr TAXES PAlO /D arnER STATES or COUNTnlES ..........................,............................, .. 00 , 01 SchIdul.s W - 'S EMPLOYMEnT INCENTIVE PAYMEImI CREOlT......,......................................,.....................,.................. 15 Co .e TOTAL CREOrTS and PAYMENTS. Add Un" tt. 12d. 13d. '4 and 15.........,............................................ .e 00 17 TAX OUE (If Llne 10 I. men th8n Une '.. .......IO~. 21 .nd complete PA Pwymotnl \o\:)udMr on peq. 3&.) 17 296 looi 11 OVE.APAVMEHT (Une 11S 1.1 more lhan Un. 10)......................................................................................... .e I 00 I.. AMOUNT 01 UNE 1111D be REFUNDED ............................................................................................................................................... '" '00/ .1Ib AMOUNT o. UNE I!!IID be CREOrTED 10 )Our lliKNl ESllMATEO TAX ACCOUNT ............................................................................... 'lib '001 'Oe AMOUnT of UNE Ie.. be OON.CIEO /D WILD nEsounCE CONSERVATION FVNO ....,.......................,................,....................,....., 'Oe 001 '00 AMOUnT 0' UNE Ie /D be OONATEO /D us. OLYMPIC COMMrrTEE, PA DIVISION ..............,......,...._....................,........................ IOd '001 11M TOTAL af L1nee tt. Ihtouqh lid MUST Equal Une 1L S...TOUIIllTV... u...........,...,.,.,.II.....~I....._11 .~...,............. ........ r--. .............IW1a.11111t ...... .na..-. 'f'ou't"Stonatu,. E' 0 0"'0 'ltIut OeeupahOfl M' s.vn.ru,. 0.1. SQOUM" Ol:cupGlOn IE SUU YOU I". YOUR sPOusn SIGN, CKIClt, A ..~. ...._J ~ Oayume TIMP"OOI NumDel ~ ...u..._..._f _....-. . - 7[7 1255-8059 ..;.:......;,. ...:_\....-'-..~.. , ' $5,071.58 e;f; i~ ~ H[...h4 l. ALLEN N DAVID RAHAL WILLIAM E. follLl..tR, ..IR CHARl.ES W. RUDCHOAI.L 11 RODERT L. wnDON EUGENE t. P[PIN$KY, ..IR THO......S C. WOOD ...OHN H, ENOS ,n GARY t. "R[NCH DONNA 5. WELDON 8R"'0"ORO DORRANCe JC""REV S. STOKI:S ROBtRT R. CHURCH STCPHeN I.. aROSE A. SCOTT 8H!:"'AER JC""R[V r. SMITH DONALD .... LEWIS In BRIOCiET M WHITLEY GRETCHEN C. HANRA"'A'" KAREN.J BROTHERS KEEFER. WOOD. ALLEN & RAHAL 210 WAL.NUT STREET MAIL.ING AOORESS. P, 0, BOX 11963 HARRISBURG, PA, 17108'1963 ESTABLISHED IN 1878 HULL, LEIDY AND METZOER (lg43'18881 METZGER, H.ArtA, KEtrCR, THOMAS AND weOD h88e'18771 IRS No 23'071"13& May 11, 1995 WILLIAM H. WOOD SAMUEL C. HARRY 0" COUNSEL ,....x (717) 258'8050 TELEPHONE 1717) 2155'8000 wAITe.... DIAICT DIAL; 255-8059 FRANK J, CHULICK, ATTORNEY-IN-FACT for Donald G. Wren Re: Tax and Estate P1anninQ TO: KEEFER, WOOD. ALLEN & RAHAL RRC/mlw FOR PROFESSIONAL SERVICES RENDERED during the period from March 17, 1995 through April 30, ~995 in connection with tax and estate plan- ning services for Donald G. Wren. Services included review of personal and investment assets, income tax planning, analysis, re- search and preparation of organizational documents to establish a family limited part- nership, including telephone discussions, conferences with Mr, Chulick and preparation of cash flow analysis, memoranda and corre- spondence concerning the foregoing, all of which required 35,3 hours of,attorney time . . . . . .... . $5,061. 50 , gtl D \ ) ~ I 9t; 1~7 /. ~ , . , PLUS DISBURSEMENTS TO DATE: Postage Photocopies Telephone Tolls TOTAL AMOUNT DUE , , $2.20 7,28 .60 10.08 , , . . . . #60,067 *Detailed records of the time charges and expense disbursements are available for inspection and copying at Keefer, Wood, Allen & Rahal and such records will be retained for at least one (~) year from the date of this statement. Approximately twentY-five percent (25%) of the foregoing services related to planning for disposition of individual retirement account and qualified retirement funds, and other federal income tax planning matters, the costs of which may be deductible as an itemized deduction for federal income tax purposes. j , . - UEV. '!l1J EX' (l.871 ESTATE OF ITEM NUMaER ITEM NUMaER cOl"~N~~11~\~4\,WIW~lhY'N" SCHEOULE J BENEFICIARIES FILE NUMBER 21-95-0B24 Donald G. Wren NAME AND ADDRESS OF aENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1 A la.able Bequests Helen Albright 5434 Vicar Street Webster Grove, MO 63119 5,000,00 COUDln 2 Jacqueline smith 9237 Ewers Crestwood, MO 63126 cousin 5,000,00 3 Glenn schmidt c/o June Jensen a617 Edinbrook Crossing Minneapolis, MN 55443-1994 Cousin 9.500.00 4 Frank J. Chulick 716 Arlington Road Camp Hill, PA 17011 Distant Cousin 335,768.60 see Schedule Attached.., AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: None s 0,00 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.o enle, on l,ne 13, Reca ,Iulahon) (If mo,. IPIC. II n..d.d.lnurt Iddlllonll Ih..ll of ..m. II..) COP1flghl{(\ 1994Iofmsoll'O'Wlfft onl)' CP5Vlllll",~, Ine: form 1500 Schedule J tRe'l 1.ft71 { 5- (.'.J - / BUREAU OF INDIVIDUAL TAMES IHUUJUHC[ TAlC DIVISION DEPl. :60601 IIARAI5I1URC, PI UIU-DIlDI CoHHoNWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INlIERITANCE TAM APPRAISEMENT, ALLOWANCE OR OISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAM ROBERT KEEFER PO BOX HBG R CHURCH ETAL 11963 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN ESQ PA 17108 05-12-97 WREN 10-27-95 21 95-0824 CUHBERLAND 101 Allount R...it hd o ;t_ .ft-l'd (III' III.". DONALD G MAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .... REV: iSCWEX-Aj:P--foi-:i,jiY - NOTi C E- -o"-YNHEif irANcE - T A"itiippiiiiis EiiENT-;- AL.l"owANcE-iili- ---- ------ - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WREN DONALD G FILE NO, 21 95-0824 ACN 101 DATE 05-12-97 TAX RETURN WAS, I X 1 ACCEPTED AS FILEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I Eat.i. (Sch.dul. AJ 11) 2. stocks and Bond. (Sch.dul. OJ (2) 3. Clos.ly Hald stock/Partnership Int.r..t (Schedule C) (3) 4. "artgaD.,/Not.. Rac.lv.bl. (Schedul. OJ (4) S. Cash/Bank Daposita/Hi,c. Parlonal Property (Schedule EJ (5) b. Jointly Owned Property (Sch.dul. F) (6) 7. Transfara (Schedule G) (7) 8. Total "...h APPROVED DEDUCTIONS AND EXEHPTIONSI 9. Fun.ral Expans.,/Ad... COltl/HiIC. Expans.. (Schedule HJ cq) 10. Debts/Hodaaga LiabiUti../U.n. ISchadula I) 110) 11. Total D.duction. 12. Hat Valu. of Tax R.turn 15. Ch.rlt.bl./Covarnnant.l Oaqua.t. CSch.dul. J) 14. Hat Valu. of E.t.t. SUbjact to Tax I CHANGEO 410.000.00 664.298,96 ,DO ,00 27.968,44 .00 57.000,00 181 118,330.10 43.264,45 Ill) 1121 1131 1141 NOTE: To insura prop.r cr.dit to your account, .ub~it the uppar portion of this for~ with your hx pay~ant. 1,159.267,40 161.~q4 ~~ 997.672.85 .00 997.672.85 NOTEI 14, 15 and~or 16, 17 and lB will returns assessed to date, 11 an assessment was issuad previOUSly, lines ra11ect 1igures that includa tha total 01 ahh ASSESSHENT OF TAXI 15. AMount of Lina 14 .t Spou.al rata (15) 16. AMount of Lina 14 taxabl. at Linaal/Cl... A rat. (16) 17. AMount of Lin. 14 taxabl. at Collataral/Cla.. 8 rat. (17) 18. Principal Tax Dua TAX CREDITS I PAYMENT DATE 01-26-96 07-26-96 RECEIPT NUMBER AAD82555 AA146563 DISCOUNT I +I INTEREST/PEN PAID I-I 6,250.00 .00 ,00 M'oO. ,DO M .06. 997,672.85 M .15. 118) AMOUNT PAID 118.750.00 34.000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE ,DO .00 149.650.93 149.650.93 159,000.00 9,349.07CR .00 9.349.07CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNU IIITEREST. I IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" eeR), 'YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 '::0 " , . '::-. Q\ I :~ :,: .L r.. ;'1 ~:., 00 RESEAVA'IONJ E,..t.. of dlcldln', dvlng on or b.far. D.c.~.r 12. 1981 .- I' any future Int.r..t In the ..lat. 1. tran,f.rrad In po.....lon or '"Jov~."t to ct... B leol1,ta,.ll bln,flcA.,I., of the dlced.nt aft.r the ..pltatlon of any ..t.t. for II'. or for V"", the Co..onw..ttn ha,eby ..pr...ly t...tVI. thl right to appral.. and ...... t"nl'" Inn,rltanc. ,.... It thl lawful ct... I leol1at.,.I) tata on any lueh fulur. Int.,..t. PURPOSE OF HOlleEI To fulfill th. r.qulr..,ntl 0' Section 21,.0 of thl lnhultanu and [.td. ,.. Act, Act Zl of 1995. HZ P.S. bctlon'I"O), PAYMENT' Datleh the top portion of this Natle. and .ubalt with your ply..nt to the Ragllt., of Will. prlntad on the r,v.,.. ,Ida. ..Hlkl chick or .on.~ ord.r pa~flbh tal REOISTER OF HILLS, AGENT REFUND (CAli A rafund of . ta. cr.dlt, which was not raqu.stad on tha TaM A.turn, ..~ b. r.qualtad b~ co.platlna an "Application for R.fund of P.nnlylvanla Inharltance and E.tat. TaM" IREY-ISISI. Application. ara avallabla at the Office of the A.al.t.r of Will., an~ of tha 25 A.venue Ol.trlct Office., or bv c.lllng tha ,paclal 2'-hour an.w.rlng ,atvlca nU.b.r. for for.. ord.rlngl In p.nn.vlv.nla 1-800-562-2050, outlld. p.nn.vlvanla and within 10c.1 Harrl.burg ar.. 17171 787.a09', TOD. (717) 772-2252 (H.arlng I.p.ltad OnlyJ. OBJECTIONS I AnV part~ In Intara.t not ,atl.fl.d with the appral'I..nt, .llowance or dl'.llow.nc. of d.ductlon., or ....'...nt of taM (Including dl.count or Int.r..tl a. .hown on thl. Notlc. .ust obJ.ct within .IMty (60J d.y. of racllpt of thlt Notice bVI --wrltt.n prot..t to thl PA D.p,rt..nt of R.vanua, Bo.rd of App.al., D.pt. :aIOtl, H.rrl.burg, PA 171ta-10:l, OR --.I.ctlon to hav. the ..tt.r d.t.r.ln.d at audit of tha account of the pat.onal r.pr...ntatlv.. OR --app..1 to th. Orphan.. Court. ADHIN ISlAABVE CORRECTIONS I Factu.l .rror. dl.cov.rad on thl. ........nt .hould be .ddr....d In writing tOl PA n.part..nt of R.v.nu., Burnu of Indlvldu.1 '.11.', ATTNI po.t A......ant Revl.w Unit, D.pt. za0601, U.rrl.burg, PA 17128-0601 Phona (717) 711-6505. S.. p.g. 5 of th. bookl.t "In.tructlon. for Inh.rlhnca TIM R.turn for a Rnldant Oec.dant" CREY-ISOI) for an allplanatlon 0' .d.lnl.tratlvelv corractabl. .rror.. DISCOUNT I If any tlM due 1. plld wIthin thra. 131 c.l.nd.r .onth. aftar tha d.cld.nt'. d.ath, a flv. p.rc.nt (5~) dl.count of tha taM paid I. allowed. I PEHAL TV I 'h. 15~ taM .an..ty non-p.rtlclpatlon p.nally I. co.pul.d on Ih. total of the taM and Int.r..t .......d, and not paid b.for. J~ary 18, 1996, the flr.t dav .ft.r th. .nd of the taM a.n..t~ p.rlod. Thl. non-participation penalty I. appa.labl. In the .... .annar and In the tha .a.. tl.a p.rlod a. you would .pp.al the taM and Int.ra.t th.t h.. ba.n .......d a. Indlcat.d on thl. notlc.. INTEREST I Int.r..t I. charg.d baglnnlng with flr.t dav of dellnqu.ncy, or nlna (9) aonth. and ana CI) day 'roe th. d.t. of d..th, to tha data 0' p.y.ant. TaM.' which b.eaaa dallnquent b.' ora J.nuary I, 19a2 b.ar Intere.t at the rate of .IM (6~) pare.nt p.r annul calculated at . delly r.la of .00016~. All tall.. which b.ca.. dallnqu.nt on and aft.r January I, 19a2 will bear Int.ra.t at a rata which will varv fro. calendar y..r to cal.ndar y.ar with that rat. announc.d b~ tha PA D.part..nt of Aav.nu.. Th. appllcabla Int.r..t rat.. for 19a1 through 1991 aral '!.2! lntarul R..ta Dally Int.r..t Fllclor :!!!! lnter..t A..I. Dally lnl.r..t Flletor 1912 lOX .000S,.a 19a7 ". .0002,., 1985 16X .000,.sa 19a1-I991 IU .000301 19" 11~ .OODSOI 1992 ". .000:,.7 I.as U:c .00DSS6 1993'1"''' '" .000192 19a6 In .00ot7' 19U-I997 ". .000t"7 --Intarut I. calculat.d .. followl! INTEREST . BALANCE or TAK UNPAID K NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTDR .-Any Hotlc. I..ued aft.r tha taM b.co.a. d.llnquent will r.flect an Int.ra.t calculation 10 flfta.n CIS) day. bayond the data of tha ........nt. If pay..nt I. ..d. aftar the Int.r..t coaputatlon dala .hown on the Hotlca, additional Inl.r..t au.t ba calculat.d. '<f C:I I ..--r:' c::--. ;~ _'i! :3 uc PURPOSE OF NOTICEI To fulfill the requlr...nt. of Slctlon 21'5 tb) of the Inherltanca and [,tat. ,.. Act, Act 21 of 1995. 172 P.S. Slctlon 9145). PAVMENTI o.tach thl top portion of thl. Hotlel and .ubalt with your plv..nt to thl Rlal...r of Willa prlntad on the rav.r.. lid., .. Hah ~uk or lonay ord.r p.'ubla tOI REGISTER OF MILLS, AGENT. REFUND (eR) I A r.fund 0' . t.. credIt ..y ba raqua.tad bw co.platlng an "Application 'or Refund of Penn,vlvanla Inh.rltancl and E,tat. ,.." (REY-IlIS). ApplicatIon. .t. avallabla at the Dfflc. of the Ragl.t.,. 0' will., ~y of the ZS Rav.nu. Dlltrlct Offlc.. or fro. the O.p.rt..nt', 24.hour an,warlng ..rvlce nueb.r. 'or fora. ordarlngl In P~.vlv.nl. l-IDO-S6Z-ZD5D, out.lda Pann,vlvanl, and within Icc.1 H.rrl.bUrg ar.a (711) ,.,-eo", TOO' (1111 11Z-ZZ5Z (H..rlnG t.palr.d Onlyl. OBJECTIONSl Any p.rty In Int.r..t not ..tl.fl.d with the a.......nt of t.M a. .hown on thl. notlca ..y obJ.ct within .IMtv (601 day. of rac.lpt of thl. Notlc. byl --wr1tt~ prot..t to the PI D.part..nt of R.\t.nu., Board of App.al., n.pt. 2111021, Harrhburlh PI. 1712&-1021, OR -..I.ctlng to ha\t. the .att.r d.t.r.ln.d .t .udlt of the p.r.on.1 r.pr...ntatl\t., OR --appa.1 to the Orphan.' Court. ADHIN- ISTRATlVE CORRECTIONS I Factu.1 Irror. dl.cov.rad on thl. a.......nt .hould ba .ddr....d In writing tal PI D.p.rt..nt of Ra\tanu., Bur..u of Indlvldu.1 TaM.', AT1HI Po.t A.......nt R.\tl.w Unit, D.pt. 210601, H.rrl.burg, PA 1712a.0601, Phon. (1171 111.6505. S.. p.g. 5 of the bookl.t -In.tructlon. for Inh.rlt.nc. T.M Raturn for a R..ld.nt Dlc.dent- IREV.1501) for .n aMplanatlon of .d.lnl.tr.tl\t.lv corract.bla .rror.. PENAlT't1 Tha 15X t.M .an..tv non.p.rtlclp.tlon p.n.ltv I. co.put.d on the tot.1 of tha tlM .nd Intara.t .......d, and not paid bafora J.nuary II, 1996, tha flr.t d.y aftar tha .nd of tha taM a.n..tv plrlod. Thl. non.partlclp.tlon penal tv la appe.l.ble In the .... .ann.r and In the the .... tl.. p.rlod .. you would app.al the t.M and Int.r..t that ha. b..n .......d .. Indlcatad on thl. notlc.. INTEREST! For d.t.. of d..th on or aft.r 10.S.91, P.nn.yl\tanla E.tata TaM ba..d on tha F.d.ral E.tata '.M return baco... d.llnqu.nt at the .MPlratlon of nln. 1091 lonth. frol the d.t. of d..th. for d.t.. of d..th prior to 10.)-91, P.nn.yl\t.nla E.t.t. T.M b...d on the r.d.ral E.t.t. 'aM raturn b.coaa. d.linqu.nt at tha aMPlr.tlon of alght..n CIII lonth. fro. tha d.t. of d..th. 'aM.' which bacaaa d.llnquent before January I, 19.Z b..r Intara.t at the r.ta of .IM C,XI p.rcant pa.. annul calculatad at . d.lly r.ta of .000164. All t.... which bac... d.llnqu.nt on or .ftar J.nuary I, 191Z will ba.r Int.ra.t at . r.ta which will v.ry frol c.l.ndar y.ar to calandar ya.r with th.t r.ta announcad by the PI. Dapart..nt of R.\t.nua. Tha .ppllcabla Intara.t r.t.. for 1982 through 1991 aral Va.r Int.r..t R.t. D.lly Intar..t Factor Vaar Int.ra.t Rata Ually Int.r..t facto.. 1912 to~ .000541 19111 .~ .OOOZO 19115 1'~ .0004511 19118-1991 IlX .000501 I9I~ IIX .GDOnl 199Z .~ .000241 1911S U:( .oonS6 199J.I99it ,. .000192 1916 lD~ .000274 1995-1997 'X .ODD2ft7 --Intarut I. calcul.tad a. followlI INTEREST . aALANCE OF TAX UNPAID X NUHBER DF DAYS DELINQUENT X OAILY INTEREST FACTOR --Any Notlc. I..ued aft... the t.M baco... d.llnqu.nt will ...fl.ct an Int.r..t c.lculatlon to flfta.n (151 day. bayond the d.t. of the ........nt. If p.y.ant I. aad. .ft.r the Int.r..t co~tatlon data .hown on the Notlc., additional Int.....t .u.t b. c.lculat.d. ;.:f-6S - / BUREAU OF INDIVIDUAL TAXES INlIf.:RJTAHC[ TAIl DIVISION DCPT. laUDl tl4RRISlURC, PA 111U-06Q1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c.. * ....IU'U '" III_II. ROBERT KEEFER PO BOX HBG R CHURCH ETAL 11963 ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-27-97 WREN 10-27-95 21 95-0B24 CUMBERLAND 101 DONALD G Allount R..Hi.d PA 1710B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTEI To In sur. proper credit to your account, aub.lt the upper portion of this for. with your t.x P.~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiEV: i61ij-EiC"AFP--Coi-:97j-------...--iNHiiiiTANcif"fAx-sriifEH'E-tif-liF-iii:-couiif--ji..---------------- ----- ESTATE OF WREN DONALD G FILE NO, 21 95-0824 ACN 101 DATE 05-27-97 THIS STATEHENT IS PROVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT aALANCE. AND. IF APPLICABLE, A PROJECTEO INTEREST FIGURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-05-97 PRINCIPAL TAX DUE. 149,650.93 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 01-26-96 AA082555 6,250.00 118,750.00 07-26-96 AA146563 .00 34,000.00 05-07-97 REFUND .00 9.349.07- TOTAL TAX CREDIT 149,650.93 .00 .00 .00 BALANCE OF TAX DUE · IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN '1. ND PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY aE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I INTEREST AND PEN, TOTAL DUE '" ") I I " i:.:'. t,-~ p. PAYHEHTI ..1 :"':1 ,.)u DetKh thIi top portion of thh Hoth:. and IlAMIIt with your paYHnt ode payable to the heM Mid addu.. prln'lId on the "Ivana s.de, If RESIDENT DECEDENT ..eel cheek or RnIIy orde.. payebl. tOI REGISTER OF WILLS, AGENT. It ....~RESIDEHT DECEDENT ..... check or MfMY order pnlbl. tOI COI1ttONWEAL TH OF PENNSYLVANIA. RfFUND rCAJa . r.,\ftd of . tax erNIt, whiCh .,.. not r~.t... on U. TalC Altum, MV tM; tequea.1Id by c~I.Una ." "application 'Dr R,fund of P~.yly."l. Inherltancl and E.tat. Ta.- (REV-ISIS). Application. .ra av.Jllbla at U. OffIcI of the Regilt... of Willi, ."y of the 23 R.v~ Dlelrlet O',lc.. or fru. the Depart-.nt'. Z'-hour 8nswerlno ..rvlce nu.ber. for for.. Dt~rlngl In P.nnlylv."ta l-eaO-S6Z-ZDSO, out,lde PennlvlVInI. W1d wIthIn 10000l tkirrlaburll Ir.. C7111 717-1094, TIID' (717) nz.zzsz CHMrlno 1.11..... DnhJ. RfPLY TOI Dueltlon. r-aardlng ...ror. cont.lned on thl. notlc. anould be ~r..'''' tal PA a.plrt-.nt of R.v~, Iurleu of IndlvJdu81 Tax.., ATTN. Po.t A.....-ent A.vJ~ UnJt, Dept. Z10601, HerrJabur., PA 171Z.-0601, phone (717) 717-6505. DISCOUNT. If eny talll due h p.ld ..Jthln thr.. U) cal..ter M>>nth. .ft.,. the decedent". de.th, . flv. percent (5~) discount of the talll p.ld J. .Ilowed. PENALTYI Tha 15~ tax ~.ty non-p.rtlcIPIUon penalty Is cl*ptltld on tM tot.l of tl'M tax end Inter..t ......~, end not p.ld be'or. J~,.y 11, 1996, the 'Ir.t d.y 1ft.,. tM and of tM talll .-ne.ty p.,.lod. JNTEREST I Jnt.r..t I. charged ~Innlng ..Ith 'Ir.t d.y 0' delinquency, or nine (,) ~th. end one (1) d.y 'roe tM dlt. 0' delth, to tM d.t. 0' p.yeant. T.... which bee... d.llnquent be'or. Janu.ry 1, I'll ba.r Int.r..t .t the r.t. of .IM (6~) percent pa,. ~ c.lcul.t~ It . d.lly r.t. 0' .000164. All tax.. which bee... dlllnquent on and .,t.r Janu.ry 1, I'll ..III b..r Jnt.r..t .t . r.t. whJch ..III very 'rol c.lander y..r to cllend.,. y..r wJth th.t rata BnnOUnCId by the PA Dep.,.taent of A.v~. The applJcabl. Int.,...t ,..t.. 'a,. 1'.2 through 1997 .,.11 V..,. Intlr..t R.t. DIllY Int.r..t facto,. v... Interl.t Alii D.lly Int.r..t factor 1'.2 ..X .000S4. 1917 'X .00oz.., 1915 I6X .000U' I9n.1991 1IX .000311 1914 lIX .000501 .... OX .0002.., 1915 In .000556 .995-1994 n .000192 1914 In .000l7~ 1995-1997 'X .00OZ47 u1nt.r..t I' calculated .. 'ollow., INTEREST a BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Anr Notice lesued aft.,. the tax bac~. delinquent Mill reflact an Jnt.r..t c.lcul.tlon to fifteen (15) dly. bayond the dIIt. of the .....Mlnl. If pI)'Mn1 I. NdI .'hr thl Int.,...t CDIIPUt.tlon dIIt. Ihowt on the Notice, additional Inter..t .,.t be c.lculatld. and Final Account by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania (the "Court"). 5. During the course of administration the Executor provided the Beneficiaries (including Carlyn H. Chuliek) with inforntntion concerning the financial transactions of the Estate. That information included copies of the Inventory, the Decedent's federal estate tax return, and copies of the Decedent's personal and fiduciary income tax returns. 6. The Beneficiaries desire to forever settle and compromise any and all claims and rights which they may possess, now or hereafter, in the Estate and to confirm their acceptance of the distribution of the assets of the Estate to date, a schedule of which is attached hereto as Exhibit "A," and the proposed distribution of the remaining assets oflhe Estate, a schedule of which is attached hereto as Exhibit "B." These Schedules arc referred to collectively as the "Schedules of Distribution" and are incorporated herein by this reference. 7. The Beneficiaries wish to release the Executor and to indemnify him against any and all claims that may be asserted against the Estate or the Executor after the date hereof. 8. The Executor is willing to settle the Estate informally in consideration of the indemnifications hereinafter provided by the Beneficiaries. 9. The Beneficiaries desire to approve of the payment from the Estate of$15,OOO, plus disbursements, to the law firm of Keefer Wood Allen & Rahal, LLP, for the balance of its agreed-upon $30,000 comprehensive fee for services rendered in the administration and final closing of the Estate. 2 NOW THEREFORE, in consideration of the foregoing, and intending to be legally bound, jointly and severally, the Beneficiaries, for themselves, their heirs, successors, and assigns, agree as follows, to wit: A. Represent and warrant that they have read and understand this Agreement and confirm thatlhe facts set forth above arc true and correct, to the best of their knowledge, information and belief. B. Declare that they have had the opportunity to review the financial records and transactions of the Estate and based upon such examination (or upon their decision not to make such an examination) they have sufficient information to make an informed waiver of their right to a formal accounting with the Court, and do hereby waive the filing and auditing ofthe same. C. Acknowledge that the distributive share or amount set forth on the Schedules of Distribution shall be in full satisfaction of their respective entitlements in the Estate, whether under the Will or otherwise. D. Approve payments to the law firm of Keefer Wood Allen & Rahal, LLP, in the total amount of$30,OOO, plus disbursements, for that firm's comprehensive fee and disbursements incurred in connection with the administmtion of the Estate. E. Release, remise, quitclaim and forever discharge the Executor, his heirs, personal representatives, successors and assigns, from and against all claims they, as legatees oflhe Estate, had, now have or may in the future have in connection with the Estate. F, Agree to refund, on demand, all or any part of any aforesaid distribution, which has been determined by the Executor, or by the Court, or by any court of competent jurisdiction, to have been improperly made. G. Agree to indemnify and hold harmless the Executor, his heirs, personal representatives, successors and assigns, from and against any and all claims, loss, Iiabilily or damage (whether or not related to lhe negligence of the Executor) that may hereafter be asserted against the Estate or against the Executor. H. Agree to execute such other or additional documents as may be necessary to effectuate the agreements set forth herein. I. Acknowledge that this Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania. 3 EXHIBIT A Estate of Donald G. Wren, deceased schedule of Distributions of principal to Beneficiaries September 30, 1997 Fiduciarv Value Distribution of Principal to Beneficiarie6 (Continued) (Continued from previous page) Fiduciarv Value 10/17/96 Cash $ 7,500.00 10/23/96 Cash 5,000.00 10/29/96 Cash 3,000.00 11/09/96 Cash 10,000,00 11/15/96 Cash 15,000.00 11/24/96 Cash 10,000,00 12/01/96 Cash 5,000,00 12/12/96 Cash 7,000.00 04/08/97 Cash 10,000.00 05/01/97 Cash 10,000.00 05/16/97 Cash 10,000.00 06/12/97 Cash 50,000.00 09/26/97 Distribution of 1/2 of Tangible Property 2,276.50 Total Distributions of Principal to Beneficiaries $ 240,776.50 $ 560,553.00 ============ Exhibit "0" Estate of Donald G, Wren, deceased Sehedule of Final Distribution September 30. 1997 The following assets are to be distributed to the residuary legatees, Frank], and Carlyn H, Chulick, as tenants by the entireties: D .. eScl1pllon Fid. Value I. Cash $ 2,741.53 2,138.00 2. 400 Shares Carter-Wallace Common Stock and 200 Shares Class B Common Stock 3. 171 shares GenCorp Common Slack 1,816.00 4. 16.84;1; Acres Located on the Southwest Side ofStrocks Grove Road, in Nockamixon Township, Bucks County, Pennsylvania, and Known as Tax Map Parcel No, 30-16-8. 85.000.00 TOTAL DISTRIBUTION $91.695.5~ , ; ~; '<" ') ':1., , N ,\") "I, t;:: ':_~,$':' ';.) . "r. ), ~ ~ .<;., ' '. N I ' [;j ." '~1 -.", ('; '.:~ <UtI; a:: ". I" ',:~ t: ~S uu ~i~ ffi ..J c( J: Cll C(, H ffi 0: ."l i~~~ l>l ~ S g, II: Ul Cl " zBl'I~ l>l I( E-< ~ ~x- I . r... ..J -" od ~~~~ a . Z <t:sif I u Z l>l H 1I:r...l>l ffi .a l>lall: o i ,g E E-< :Ie, 0-1 o 0:) ~ U ~f E-<l>l" !:: 00.:" ;J~cio ';:: N ~ . l>l II: E-< l>l Ul ~ ~ a l>lUlOUl l>l Ii :I: "" :>::l>l0-1i:J 'w H E-< I( ~ ... Cll ~ l>lZU W .0 z:>::gl>l E-< w ,0 HE-< 0 Ul ~ II: l>l , I, . .-, U6 PURPOSE OF HOUCEa To fulfIll the requir...nts of Sletlon Zl~5 (b) of the Inheritanc. and E.tat, rl. Act, Act 2. of 1995. (72 P.S. Stction '1~5). PAYft[NTr Dttlch the top portion of thl, Hotlel and .ubalt with your ply..nt to thl Rlallt.t of Will, printed on the t.v..... .Id., -- Haka chIck or lonay order pa...abh tOI REGISTER OF MILLS, AGENT. REFUND eeAh A r.fund 0' . ta. credit ..y ba r.qua.tad by co.pl.tlng an "Application for R.fund of Pennsylvania Inherltanc. and E,tat. TI." CREY.1315J, Applications at. avallabl. at the OffiCI of thl A.glat.t of Will., any of thl 23 Rav.nul DI.ttlcl Df'lc.. or frol thl D.p.rt.,nt', 2~.hour anlwarlng ..rvle. nu.b.r. for lara. ord.rlnar In PennSYlvania 1-800-362-2050, out.ld. Pann.vlvanla and wIthIn local H'rrl.burg ar.. (717) 787-8D94, TOO' (717) 772-2Z52 CHI.rlng IaQ.lr.d Only). OBJECTIONS I Any p.rty In Int.r..t not ..tl.fl.d with the ........nt of taK a. .hown on thl. notlc. .ay obJ.ct within .IKty (60) dlY. of r.c.lpt of thl. Notlc. byl --written prote.t to the PA n.part..nt of R.vanua, Bo.rd of App..l., n.pt. Z810ZI, H.rrl.burg, PA 171Z8-10ZI, OR --al.ctlng to h.va tha ..ttar deter.lned .t .udlt of the per.onal r.pr...nt.tlve, OR --.pp..l to the Orphan.' Court ADMIN- ISTRATIVE CORRECTIONSI F.ctu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of Rlv.nu., Bur..u of Individual TaM", AnHI po.t A.......nt R.vl.w Unit, Dapt. Z80601, Ilarrhburg, PA 17128-0601, Phon. (111) 787-6505. S.. p.ge 5 of the bookl.t "In.tructlon. for Inh.rlt.nca TaK R.turn for, R..ld.nt Dec.dent" (REY-1501) for .n 'MP1.natlon of adalnl.tr.tlv.ly corr.ct.ble error.. PENALTYI The IS~ tlK aane.ty non-p.rtlclpatlon panalty 1. co.put.d on tha total of tha ta. and Int.r..t .......d, and not p.ld b.for. J.nuary 18, 1996, the flr.t day .ft.r the .nd of tha ta. ..na.tv p.rlod. Thl. non-partlclp.tlon p.n.lty I. app.alable In the .... ..nn.r and In the the .... tl.. p.rlod ., YOU would .pp.al the taK andlntar..t thlt ha. bl.n .......d a. Indlcat.d on thl. not Ie.. INTEREST I Additional P.nn.ylvanl. E.t.t. Ta. .......d .. . r..ult of , chang. on the Fad.ral E.tat. TaK clo.lng lett.r beco... d.llnqu.nt at tha 'Mplratlon of on. (1) .onth fro. the data the final not Ie. of the Incr.... In F.deral E.t.t, Ta. I. r.c.lv.d. T'K" which b.c... dallnquant b.fore January I, 1981 b..r Int.r..t et the rata of .1. (6XI p.rc.nt par ~ calculatad et a dally rat. of .000164. All taM" which b.ce.. d.llnquent on or eft.r January 1, 198' will b.ar Int.r..t .t a rat. which will v.rv froa cal.ndar y..r to c.l.ndar y..r with that r.t. announc.d by tha PA D.part..nt of R.v.nue. Th. appllc.bl. Int.re.t r.t.. for 1981 through 1997 .r'l ~ Inter..t Rate Dally Inter..t Fector V.ar Int.,..t Rat. Dally Intarut Factor 19U 20~ .000548 1981 OX .00Ollt7 1915 16~ .OOOUI 1981-1991 'IX .000501 1911~ llX .000501 199Z OX .OD01~7 1911S 15~ .ODOSS6 1995-19<14 1~ .000192 19116 1O:C . DDDZ7~ 1995-1997 .~ .DDOZ~1 --Int.r..t II calcuht.d .. folloWl1 INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlea 1,lued eft.r the ta. baeo... d.llnquent will raflect an Int.ra.t e.lculatlon to flft.an tIS>> day. b.yond the data of the .......ant. If p.y.ant I. aada eftar tha Int.r..t eu.putatlon data .hown on tha Hotlc., addltlon.l Intara.t au.t ba calculatad. IN THE MA TI"ER OF THE ESTATE OF DONALDG. WREN, DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1995-00824 RECEIPT AND RELEASE CONCERNING CLOCK THIS AGREEMENT, made this <6#\ day of (1) ~ li-o.-h-tAJ , 1997, WITNESSETH: THE CIRCUMSTANCES leading up to the execution of this Agreement arc as follows: J. Donald G. Wren (the "Decedent"), an unmarried man, died testate on October 27, 1995 and Frank J. Chulick duly qualified as executor (the "Executor") of his probate estate (the "Estate"). 2. Article II of the Decedent's Last Will and Testament, dated March 10 1995 (the "Will"), as republished by the Decedent's Sole Codicil, dated August 8, 1995 (the "Codicil"), provides as follows, to wit": I make such specific bequests of my tangible personal property as I may from time to time set forth in a wrillen IvI~mural1l1ul1l h~l~afl"l ~igll~d by nle Illukh\g spcdfi~ reference to this Article. 3. On August 8,1995, the Decedent executed a Memorandum, making specific reference to Article II of the Will. Exhibit A to the Memorandum provides that Justin Spradlin (the"Beneficiary") is to receive the Decedent's clock located in his bedroom at Dickensfields (the "Clock"). NOW THEREFORE, in consideration ofthe foregoing, and intending to be legally bound hereby, the Beneficiary, for himself, his heirs, assigns, personal representatives and successors, does as follows, to wit: , . 1. Acknowledges receipt of Clock, in full and complete satisfaction of any and all of the Beneficiary's right, title and interest in and to the Estate and/or to the Clock, whether under the Will, the Codicil or otherwise. 2. Absolutely and irrevocably remises, releases, quitclaims and forever discharges the Exeeutor, including his successors and assigns, of and from any and all actions, payments, accounts, reckonings, liabilities, claims and demands relating in anyway to the Clock and/or to the Estate. 3. Consents to the Orphans' Court Division of till: Court of Common Pkas of Cumberland County, Pennsylvania, exercising personal jurisdiction over him in any suit or action arising out of the enforcement of this Agreement. IN WITNESS WHEREOF, the Beneficiary has hereunto set his hand and seal to this Agreement on the date first above written. WITNESS: 100 ~. 71~ ~kJt>dJ~ STIN SP OLIN COMMONWEALTH OF VIRGINIA ~'i)F~ On this, the ~ day of ~, 1997, before me, the undersigned SS. officer, personally appeared JUSTIN SPRADLIN, known to me, (or satisfaetorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same: for the purposes expressed therein. IN WITNESS WHEREOF,I have hereunder set my hand and official seal. /~M {f1~(1~aU ~:$UbliC -2- no rtfi?' ~, ;,~'~ '. .-" . .f': '; tV, -.J ' · El, ',\ J/:,~;;'; -.~' _.' " -'~ IJI =l,~i--:- J..--;':l.. ;.~ ~-. ~-,--~: - ."" . r~~i\'t_ ";~r't:) , 0.':--- .., " -.' '1.:1' -.::,i W '.l. :) ,;.I Ih~ 4: fl J: 4: .... a: g. i~ "', i ~! III .2: ~...~ '" ' III Lfi~ ,'.~~x-I . ,d .4!!;~~ i ' u n '.~ @I~ ~ @Ii " '. ~ d " ',d " 8 ~ci!'i ~ u ~ . . o Oa;1D . i~ ~ - !!l N ,1:1:' II: ~lli ' ~ ..... ~U II: ':t ,W \.l , .... Gl W .0 " W ~ .~ ','< " ... ..-." '_._',t " . STATUS REPORT UNDER RULE 6.12 Name of Decedent: Donald G. Wren Date of Death: October 27. 1995 Will No. Admin. No. 2195-0824 Pursuant to Rule 6.12 of the supreme Court orphans' Court Rules, I report the following with respect to completion of the administra- tion of the above-captioned estate: 1. State whether administration of the estate is complete: Yes xx 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. 1 is Yes, state the following: a. Did the personal representative file a final account with the court? Yes No xx b. The separate Orphans' Court No. (if any) for the person- al representative's account is: c. Did the personal representative state an account infor- mally to the parties in interest? Yes xx 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. ) )/-J/ / I \ / I V) - vc..V\.-t4L- signature Date: !?- - JI - '17 ".J Robert R. Church. Esa. Name (Please type or print) Keefer, Wood, Allen & Rahal LLP 210 Walnut st., P.O. Box 11963 Harrisbura. PA 17108-1963 Address 1 ....1 , " . '., . (7171255-8059 Tel. No. capacity: Personal Representative xxx Counsel for personal representative -: {......I<'f~_'+-i4'-.-L.~Hi~i'..:..i 'i )~\;~~~'._..,' ','-' I.J.- (,!.j .- / BUREAU OF'INOIVT~UAl TAXES INll[RltANC[ UIC DIVISION DEPt. ('BOttO I IlARRISBURG. Pi 11lta.ObGl COMMONWEALTM OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT ROBERT KEEFER PO BOX HBG R CHURCH ETAL 11963 Esa DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17108 (0. 02-19-98 WREN 10-27-95 21 95-0824 CUMBERLAND 101 A~ount Renitted '~ . ;~J:.~~~ "ij",~ 1".lUIIII" 119,"1 DONALD G MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTEI To In'u~. proper credit to your account, subnlt the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... R'EV:is9-j'E;C'AFp..io9-:97i"""M..-iN-HERi'TANc:€'TA.i"RE.CORii.APj.USTH-€NT.-................_............_- ADJUSTNENT BASED ON. VALUE OF ESTATE: 1. R..I Est.t. (Schedul. AJ 2. Stocks and Bondi (Schadul. OJ 5. Closely Hald stock/Partnership Intera.t (Schedule CJ 4. Hartg.gal/Not.. Recaivabl. (Schedul. DJ S. Ca.h/Bank Deposits/Hllc. Parlonal Property ISchedule EJ 6. ~olntly ONnad Property ISchedule F) 7. Transfars (Sch.dul. GJ a. Total .I.at. DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral Expen.e./Ad~lnlatratlve Co.t.1 Hlacellaneoua Expen.e. (Schedule H) 10. Debta/Hortgage Llabllltles/Llena ISchedule IJ 11. Total Deductiona 12. Net Value of Tax Ratu~n 15. Che~lt.ble/Gov.rn"ental OequeatsJ Non-elected 9115 Tru.t. ISchedule J) N.t V.lu. of Eatat. Subject to Tax ESTATE OF WREN DONALD G FILE NO. 21 95-0824 BOARD OF APPEALS REFUND 19) 110) }ft. TAX: 15. A~ount of LIne 14 at Spou..l 16. A~ount of Line 14 t.xable at 17. Anount of Line l~ t.xabl. at 18. Principal Tax Due TAX CREDITS: PAYNE NT RECEIPT DATE NUNBER rat. Lln.al/Cl... A rat. Collat.r.I/CI... Brat. IIS1 1161 1171 DISCOUNT 1+) INTEREST/PEN PAID I.) 6.250.00 .00 .00 01'26-96 07-26-96 05'07-97 AA082555 AA146563 REFUND ACN 101 IIi 121 13) 14) 15) C61 171 410.000.00 654.402.48 .00 ,00 27.968.44 .00 57.000.00 CB) 118.330.10 43.264.45 IllI 1121 1131 1141 .OOX.OO= .OOX,06= 987,776.37X.15= 1181 ANDUNT PAID 118.750.00 34.000.00 9.349.07' TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 02-19-98 1.149.370.92 161.594,55 987.776.37 .00 987.776.37 .00 .00 148.166.46 148.166.46 149 650.93 1 484.47CR ,00 1.484.47CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS lESS rHAN .1. NO PAYNE NT IS REQUIRED, IF rOTAl DUE IS REFLECTED AS A "CREDIT" fCRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIDNS,I P'YHE;NT t Det.ch the top portion 0' thl. Notln And .ublIlt with your plyunt ..d. PlYlbl. 10 the "I" .nd .ddr... prJnlld on the r.v.r.e .Idl, u Heke ch.ck or eoney ordlr pevabl. 101 REGISTER OF WILLS, AGENT. REFUND (CAli' refund of a ta. credit, which WI' not r.que.t.d on thl h. Rlturn, .av bl requuted by co.pletlng an "Appllutlon for Rafund of Penn.ylvanla Inheritance and Eltetl h." CREV.UISI, 'ppllcetlons ara av.nlbl. at tha Office of the R.glster of Willi. .nv of the U R,.,lnul Dlslrlct OffiCII or fro. the D.p.rt..nt'l "-hou,. .nlwerlng lI,.vln nuIIb.rl fo,. fonlord.,.lngl In P.nnlyl.,ant. l.aoO-56Z.Z0S0. outlld. PIMlylva"la and within local Ha,.rlsburg .,... (717. 787-809ft. TOO' Ul71 771.ZZSZ CH..ring I.p.lr.d onlyl. REPLY 10. Dueltlon. reglrdlng er,.o,.. cont.lned on thll notlc. Ihould b. .ddr....d 101 &\A Dlplrt..nt of Rlv,nu.. Iure.u of Indlvldull ,..... ,nNI POIt '11I..unt Revl.w Unit. Dlpt. 2'10601, Hlrrhburg. PA 1712'1-0601. Phone C717' 71"6S0S, DISCOUNT I If Iny t.1C due II p.ld within thrll CSI ullnd.r .onthl aftl,. the dle.dlnt's allth. a flva plrunt CSXI dllcount of thl ta. plld I. allowld, P[NAL lVI 'he ISle t.. aMuty non.plrtlclp.Uon penllty II cOlputld on the total of the I.. Ind Int.,.st .......d. and not paid b.fore JatKllry II. 1996. Ihe fl,..t dlY Ifta,. the Ind of the talC a.n..tv pI,.lod. IN'[AESTI Inter..t h chlrged b.glMlnll with flr.t dlY of dlllnqu.ncy or nln. C91 .onth. and one ell d.y frol the d.t. 0' duth 10 thl data of pay..nt. f.... which beCl" dlllnquent b.for. .Janu.ry I, 1982 b..r Jnler..t at the ,..t. 0' .IM 16:<) plrunt p.r IMU' cllcuhlld It . daUy rlltl of ,00016'" All lUll Iolhlch bace.. dlllnqulnt on .nd aft.,. Janu.,v I. 19" wUI bur Int.r..t at a rat. which will v.ry frol ellend'" Vllr to calend.r vur with th.t r.t. announud bV Ihl PA D.p.rtunt 0' Rev.nu.. 'h. appllc.ble Int.re.t rlt.. for 1911Z through 1991 .rll 19., lOX ,ODOS'" 1911 16X ,DOOU' 19." Ule .0aUol 1985 1S~ .GOOn6 1'91" lOX ,000"" ..Inl.r..t II calcul'lad .. follow.' V..r (nl.r..t Rat. Dllh Intlr..t Factor 1'911 .~ ,Ooalft7 1'11'1991 llX .000J01 1991 .. .000U7 1'99)"'" 1~ ,000192 '9n'I"1 .~ ,OO0l41 V..r Int.r..t Aat. O.llv Int.re'l ractor INTEREST' BALANCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST FACTDR ....ny Hollca I..ued "1.' the I.. tlleo... d.llnqu.nl will r,'lect In Inl.,..1 calcul.tlon to flfl..n CISI daVI b.yond Ihe dlle of Ih. ........nl. If p..,..n' II .ad. eft.r Ihe 'nt"..t co.pulallon d.l. .ho,," on Ihe NoUn, addltlon.1 Inl.r.,1 .",,1 ... uhulaled. BOARO (IF APPEALS OEPT 26102\ HARRISBURG PA 17128.1021 COlvlMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,,.. ~~ PHONE. 117.183.3eS4 FAX. 717.781.7270 BRIDGET M WHITLEY ESQ KEEFER WOOD ALLEN & RAHAL LLP PO BOX 11963 HARRISBURG PA 17108,1963 IN RE ESTATE OF: DONALD G WREN DOCKET NO. : 9801899 TAX TYPE: INHERITANCE APPEAL TYPE REFUND FILE NUMBER: 21 95-0824 ACN: 101 APPRAISEMENT: 05-12-97 PETITION FILED: 01.20-98 EXAMINER: DONNA E. AUMENT MAILING DATE: FEB Ob 1998 DECISION AND ORDER Petitioner is requesting a refund on the basis that two errors were made on the original Inheritance tax return which the Department appraised and assessed May 12, 1997. Petitioner has submitted verification from John Hancock Funds that the decedent's shares of John Hancock National Aviation and Technology Fund, reported as item #6 of Schedule B at a value of $14,172.48, had been exchanged before the decedent's death for the shares of John Hancock Global Technology Fund reported as Item #5 of Schedule B. Therefore, item #6 of Schedule B In the amount of $14,172.48 Is a duplication. Verification from Carter-Wallace, Inc. shows that the reporting of 200 shares of common stock as Item #2 of Schedule B In the amount of $2,138.00 was incorrect. The decedent actually owned 300 shares of Carter-Wallace Class A Page 1 of 2 DONALD G WREN BOARD DOCKET NO. 9801899 Page :z of 2 Common and 300 shares of Carter.Wallace Class B Common, all valued at $10.69 per share, Therefore, item #2 of Schedule B is incorrect and, instead, the correct types and numbers of shares should be added to Schedule B in the amounts of $3,207.00 each. With the deletion of items #6 and #2 from Schedule B and the addition of two new Carter-Wallace stocks, the total for Schedule B will be reduced from $664,298.96 to $654,402.48. Accordingly, It Is hereby, Ordered that the petition for refund is granted. The Department Is directed to reduce the taxable value of Schedule B, as appraised and assessed May 12, 1997, to $654,402.48. It Is further, Ordered that the estate be issued a cash refund, plus appropriate Interest, of the overpayment resulting from these adjustments. ('t. !j ~,. \d c,' ~~ I FOR THE BOARD OF APPEAI;.~ td I;' ,) I,J C/h;. a., /4." f1 Maryelle Sheehan Martin, Law Member I ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE BOARD OF FINANCE AND REVENUE, 132 FINANCE BUILDING, HARRISBURG, PA 17120, WITHIN NINETY (90) DAYS OF THE MAILING DATE OF THIS DECISION. TELEPHONE (717)787-2974 A CASH REFUND CHECK WILL BE MAILED TO YOU BY THE BUREAU OF INDIVIDUAL TAXES. IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATIVE FORMAT UNDER THE PROVISIONS OF THE AMERICANS WITH DISABILITIES ACT OF 1990, CALL (717)783-3664 OR TDD (717) 772-1763 (HEARING IMPAIRED ONLY). " ' 1.5--6.'1- / BUREAU OF INDIVIDUAL TARES INHERitANCE UX DIVI$IDN PEP', "0601 H1RRUIURG, PA 17UI'0.01 COHHONWEALTH OF PENNSYLVANIA DEPARTHE~T OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *, '1'.hU (I In 111."1 ROBERT KEEFER PO BOX HBG R CHURCH ETAL 11963 ESQ DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 03-16-98 WREN 10'27-95 21 95-0824 CUHBERLAND 101 DONALD G Allount R."itt.d PA 17108 MAKE CHECK PAYABLE AND REHIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HDUSE CARLISLE, PA 17013 HOTEl To insur. proper credit to your .ccount, sub"it the upper portion of this forn with your t.. p.y..nt. CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ~ ii{y:il.iij'EX-AF'ji'ioY:97rmniiilii'iFlif€iiiTANCif-i'Aif'siXfEilifN"i'-iiF'Aifcouiifuiiliii--_mm_____mm, ESTATE OF WREN DONALD G FILE NO.21 95-0824 ACN 101 DATE 03-16-98 THIS STAT ENE NT IS PROVIDED TO ADVISE OF TNE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW IS A SUNNARY OF THE PRINCIPAL TAR DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT, 02'18-98 PRINCIPAL TAX DUE, 148.166.46 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 01-26'96 AA082555 6,250.00 118.750.00 07-26-96 AA146563 .00 34,000.00 05'07,97 REFUND .00 9.349.07- 02-24-98 REFUND .DO 1.484.47- '.~ ' TOTAL TAX CREDIT 148,166.46 BALANCE OF TAX DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATlDII OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LES~ THAN n. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECHD AS A "CREDIT" ICRI, YOU NAY BE DUE A REfUND. SEE REVERSE SIDE Dr litIS FDRN rDR INSTRUCTIONS. J INTEREST AND PEN. TOTAL DUE .00 .00 .00