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PETITION I;OIt PROIJA TE and GRANT OF LETTERS
C).1-qS-qO/
No.
To:
Reglsler of Wills for the
_ f)'...'.a....tI. County of Cumhe r I "nd In Ihe
Social Sft'/(,it)' No. 201, 30 79!J1, Commonweallh of Pennsylvania
The pelition of Ihe ullllerslgned respeclfnlly repremlls thaI:
Your petlllonerls), who Is/are 1ft yellls of uge III older an the execut or
In the lasl will of Ihe above decedcnl, dUled ~I"y I,
and codlcll(s) daled
named
, 19..l!!..-
(Ualt' ftlnanl ,lrCIII1I\1IU1CC\, ('.~. u'lIunclnllon. dealh or cn~<<utor, etc.)
Decendenl was domiciled al dealh In Cnmhe r lllnd
I. IR lasl family or prlnclpul resldcncc ut 35 Rtdl\e Ilrlve.
NiddleRex Twp.
County/ Pennsylvania, with
Cllr llR e , I'A 17013
(Ii\1 '11<<1, number and mundralil)')
Decendenl,lhen 90 ycars of age, died Novemher 16 ,19 95
at CnrliH!c, Cumherland Countv, I'A .
Except as follows, decedent did nOI marry, was not divorced and did not have a child born or adopted
after execullon of Ihe will offercd for probale; was not the victim of a killing and was never adjudicated
Incompclcnt:
. Decendent at death owned property with eSlimaled values as follows:
(If domiciled In Pa.) All personal properly $ 430,000.00
(If not domiciled In Pa.) Personal property In Pennsylvania $
(If nol domiciled In Pa.) Pcrsonal property In County $
Value of real estate In Pennsylvania $
situated as follows: 35 Ridge Road, Carlisle, I'A 75.000.00
WHEREFORE, pctltlonerls) respcctfully request(s) the probate of Ihe last will and codlcl1(s)
presented herewllh and the granl of lellers testamentary
theron.
(testamentar)': adminlslrallon c.I.a.; admlnlslratlon d.b.lI.c.t...)
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Carl isle. I'A 1701 3
717-240-4504
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUNBlmLANIl
The petllloner(s) above-named swear(s) or affirm(s) Ihat Ihe statemenls In the foregoing petlllon are
Irue and correct to the besl of the knowledge and belief of petllloner(s) and Ihat as personal repre.en-
tallve(s) of Ihe nbove decedent petltloner(s) will well a~d truly ad Inist~a the estate according to law.
Sworn 10 or afflrll12~ and subscribed f L - ' lL~ - I"l
before me this dnS of --luu'" . I . i~nt/TruHt Officer
f\K)VEMl3ER "I. 19 9 ~ j;j} . . ..' ~1.r"ll'rH.,l rnmpr1'1Y~
'/Yl/I.JI"-I1(].:;:"/L"") ~"V /,,--:;;:JJ! r One l<eRt 1111\11 Street ;;,
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WARNING: 1\ Is Illegal 10 dupllcnto Ihls copy by pholostnt Clr photograph.
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CCMMCNWI!ALTH C, PENNSYLVANIA. DEPARTMENT C, HULTH . VITAL REccnDI
CERTIFICATE OF DEATH
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I, LUSTER M. N^ILOR, of Middlesex Township, Cumberland
County, Pennsylvania, declare this to be my last will and testament
and revoke all wills which I have previOUSlY made.
I I give, deviso and bequeath my entire estate, of
every nature and wherever situated, unto Farmers Trust Cempany of
Carlisle, Pennsylvania, to be added te nnd theroafter treated as a
M,1Y fL1tLf!.C-'
part of that certain inter vivos trust created by me on ~p.iI 1/ ,
1978, to have and to hold, in trust, for the uses and purposes,
and subject to the terms and provisions thereof, including any altera
tions or amendments thereto, or any other inter vivos trust which mny
hereafter be substituted therefore.
II I appoint Farmers Trust Company of Carlisle, Penn-
sylvania, as executor of this my last will and testament.
IN WITNESS ,WHEREOF, I have hereunto set my hand and seal
this 161v day of ::;I~ r;lti~)7L8.
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(SE^L
Signed, sealed, published and declared
by Lester M. Nailor, testator above named,
as and for his last will and testament,
written on one sheet of paper, in our '
presence, who, in his presence, at his
request, and in the presence of each
other have hereunto subscribed our namos
as at osting witn
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D': 'AA' .', >,1:'1'250'i'if"i.COMMO~WEALT" OF PENNSYLVANIA'.. ." ,,;"'.. ....
NO. . '" T ';" ,,,:: .\' DlPAIlIMINTOPlIVINUI: .,' " '.. "
;.r.;...;"~ ,',::; ,'gPI'ICIAliUCIII'T _.'PENNSYLVANIA INHIRITANCIAND ISTATI TAX.. .. ; '., '
RECEIVED FROM,
a
ACN
ASSESSMENT
CONTROL
NUMBER
11]
AMOUNT
FARMERS TRUST CO
POBOX 2eO
310 ALLEN ROAD
CARLISLE, PA 17013
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ESTATE INFORMATION,
m fiLE NUMBER
g 21-1995-0901
m NAME Of DECEDENT (LAST)
1;,1 NAILOR LESTER M
II DATE Of PAYMENT
.
m POSTMARK E
COUNTY
SSN 204-30-7964
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
'25,000.00
SK
FARMERS TRUST CO
REGISTER OF WILLS
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RECEIVED BY .I /I/!I :...,.r...,
~GN"U"
, /'
MARY C. LEWIS" ..
REGISTER OF WILLS
j
SEAL
CHECKlI 701.0
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20.11 Iln. 10 II urlal.' than lin. 18. Inter Ih. dIfference online 20. Thl, I, thl OVERPAYMENT
110
21. II lInt 1 11'1 Ur..'er than Iln. 1 g, tnt.r Ih, dlfferencl on Un. 21. Thllllthe TAX DUE.
A. Ent.r thelnl'tlll on Ih. balance due on lin. 21 A.
D. Enler thl lolal oflin. 21 and 21A on Iln. 210. Thi,l, the BALANCE DUE.
'~hk. Ch.c:~__P'),.!Ib-'..I~; Jlegi.I..~_~f ~J!!~. ~g!!!l _~
BE BURE TO ANBWER ALL OUEBTIONB ON REVERBE BIDE AND TO RECHECK MATH
Under pln.hl.. ot perjury, I dtclllllha,1 hay. ...mlned thl, ,.turn, Including accompanYinG Ich.duln and IlI'emlnll, and to Ih, bl'I at my knowledge and bell.t,
It II tru., correct and compl.lt.1 declar. Ihat .11 ,..1,,1.1. hu bun reported at trut market value. Clclaration a' pr.p.,.r olh.r than pellonal repre..ntatlvIII
ba..d on anlnlormaUon o'whlc!l.P!!p'arer hll an)'J~.I)p~~_~g!:..-.______.___.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Flnsnclal Trust Services Co. ~ j_~t~L._..st_v_r,~_~[U ___'____..__
BIGNATURE OF PREPARER OTHEn THf-filipRESENTATIVE ADDRESS
-r-
Fon OAf EO OF DEAl.. AFTER' P/3lttll CHEel<'
IlER(, u: A OPOUOAl
INHERITANCE TAX RETURN povtnIVCn[olJ-'s-"'^-'"E!',D-_____
CQI,O""".......ItHY"...mvAN~ RESIDENT DECEDENT FILE NUMBER
,:~a~r~ffl::~;~_", c,..,_ ___ __' .W!t10 T~ ~ ~,~&?S%~,UJ,}~~I~) ,. , ~QV.~:~Q~~,=~9~:".~___ __ NVUP'R"
OECEOENT'S NAU[ llAIl. fIR", AND UIDOLE IHI'IAU OCC[QUHS COUPlEfE "DDR~II
Nailor, Lester M, 35 Ridge Drive
10CIALIECURI'Y NUMBER . rOA'[O;:D[Ai'-I~'" j--O:"-'I; o,-iiin,"-I -.. Carlisle, PA 17013
SURVIVING ~P~~;;~~~u~~~ciDlii' ~____.t1J16195 __.._m - - '60t~~~URj,v -N'uuofn ~~~~'-n[C~~V;_D~~;i2~~1.TlONil----
0,00
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L_J 2. Supplemental Return [~ 3. Remalnd.r Return
I'or date. prlorlo 12-12-02)
{-] .a. Futur'ln..re.t Compromll' DC} &. Federal e.tal. Ta.
(tor date. at d,llh after 12- 12-&2) R.lu," Rlqulr.d
O. DeCldent dl.d Teltat. PCl 7. Dococlenl i.h1ntllned. living trUll .~ e. Total number of Safe D,polit
AUacheo olWil A1l1chco oUrul' BO.II
ALL CORRESPONDENCE AND CONFIDENTIAL 'r.\X INFOr.MATION SHOULO BE DIRECTEO TO :
COUPlITE UA/l..INQ ADORUS
1 West High Slreet
P.O. Box 220 SJ r-
Carlisle, PA 17013'
1. Orlglna' Return
4. Umlled eltat.
.AU'
Financial Trust Services CO,
TEL(PHONE HUMBER
717-240-4504
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1. RIOI Eltato (Schodulo Al (I)
2. Blocks and Bond. (Schedul. D) (2)
3. Clo..ly Held Slack/Partnership Inl.r.lt (Sctledul. C) (3)
.. Mongage. and Note. Reeetvablt (Sctledul. 0) (.)
&. C'lh. Oank D.po.1I1 & Mlleellaneoul Perianal Prop.rty (&)
(Sehadulo E)
G, Jolnlly Ownod Prop'~y (Schodvla F) (el
7. Tranl!III (Sch,dulo GI (Sch,dula L) (71
e. Total Oroll Auet. (lotallin.. 1-7)
D. Funeral E.p.n.... AdmlnllUaUve COl". MileeUaneou. (0)
e.p.n... (Schedule H)
10. Deb'. Mortglge UablllUe., Uen. (Schedule I) (10)_
11. Total Deducllonl (Iotalllne. g & 10)
12. Net Value ot Eltate (line 0 mlnu.Une, 1)
13. Ctlaritable and Oovernmlntal Dequllt' (Sch.dule J,
,.. Nal Valul Subjecl to Ta. (line 12 mlnu.lln. 13)
'='=
106,000,00 ,,'
c.>
356,668,20 -
NonB C"
NonB "J
'..1 t,l ,-,
154,906.15 in
J,"':;': N
None
None
(a) 619,594,35
52,328.58
2,846.37
55,174,95
564,419.40
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(131
(141
564,419.40
ID. Spoulal Trani'" (for dat.. after 0-30-04)
O..ln.lrucUonl for Applicabl. Pefclnt on Alver..
Side. (Includ. valu.. from Gchedule K or Schedule M.t
10. Amounl at IInl 1411lable a a% rale
(Inelud. valulI tram Schedule K or 6ehldule M)
17. Amounl at Une 14 tallable at 15" rat.
(Include valulI tram Sctledule K or 6chedule M)
10. Prlnclplltll due (Add tax tram line 1&. 1& and from line 17)
19. Credit. Gpouul Poverty Cr.dll Prior Pavmenll Ollcount
0.00 + 25,000.00 + 1315,79
(Ie)______ 0.00
(IS) 564,419.40
x~o_~_. _ 0.00
X .00 . 33,665.16
X .1& . 0.00
(") ,.....Jll~..HL
(10) 26,315.79
(20)
(17)
0.00
Inle,..'
0.00
Chllck hllfll II you lUll fllquullng ft 'lIfund 01 your oVlIflHlymll"'
7,549.37
0,00
7,549.37
(211
(21AI
("B)
Date
AUG 1 5 \996
oal.
Act #48 of1994 provides for the reducllon of the tax rates Imposed on the net value of transfers to or for
the use of the spouse. The rates prescribed by the statute will be:
3% (.03) will be applicable for the estates of decedent's dying on or aller 7/1/94 and before 1/1/96
2% (.02) will be applicable for the estates of decedent's dying on or aller 1/1/96 and before 1/1/97
1% (.01) will be applicable for the estates of decedent's dying on or aller 1/1/97 and before 1/1/98
Spousal transfers occurring on or aller 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (X) IN THE IN THE APPROPRITATE BLOCKS.
YES NO
1. Old decedent make a transfer and:
a. retain the use or Income of the property transferred,..................................................................... X
b. retain the right to designate who shall use the property transferred or Its Income,...................... X
c. retain 8 reversionary Interest or ...................................................................................................... X
d. receive the promise for lIle of either payments, benelils or care? ................................................. X
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred alter December 12, 1982, did decedent transfer property within one year of
death without receiving adequate conslderallon ? ........................................................................... X
3. Old decedent own an 'In trust for' bank account at his or her death? ............................................. X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN.
SCHEDULE A
REAL ESTATE
c(n,,:::~VJ.~I~~P(.::r~""'\A.
.IIDlNl PlC[DlNt
ESTATE OF
VALUE AT DATI!
OF DEATH
DESCRIPTION
106,000.00
1. Residence. 35 RIdge Drive, Cerllsle, PA (Seles Agreement Attached)
"
'-f
--';
Total allD en'" on line 1 reel ltulltlon
106 000,00
AmumMENT OF SAI.I';
TillS AmUm~mNT IW S,\I,Eelllelellillllllhl, \,1IL li'ly..t ',I,; q. ,1')%,,,
hy ulld helweell FINANCIAl. TlllIST SliltVICES COMI'AN\', TIII"ee 1IIIIIer T''''I
Agreelllelll d"led MilY ,I, 1~7H, uf LESTEII N, N,\1I.0Il, Sellllll,'" Olle W..I IlIgh SU,,'I.
em 1i~lc. Pcnn,,)'I\'mtlOl, he.einilfter h:fclIl'1111l iI\ "Sellcr ",
ANI> I.lm II. IUiINAI.IIA "",I I\ATIIIl\'N II. ImINAI.Il.\. h,,,huIIIIIIIIII wile, lit '''',
"nlun Urick I{uihl. BluhMU\\'U, New JCI"'.'Y n1H2~. hCICillilllcllc(Clll'IIIH 01' "Pllldlll\CI", UllllI"
U~ flllluWh:
The Seller agrees 10 5ell nn~' con\'c)' 10 Ihe I'urcluu.cr. whn IItt'e!'1 10 purchBlIc. hOUiC 01111 lill
of grnulHl knnwn Il~ 35 I{itlgc Drive ill Miill.llc~c" Tuwmhil). rUlIlhClliuhl CUIIIlI)',l'clIlI!r.)'h\U1iil,
Ihe hllllle hcing Tn), Pmccl No. 21.0H.n57.l().IlJ, iI\ ,Ic~rllhcd ill deed leclInle,1 ill t'UllIhl'llillhl
CUllllt)' I>eed Uonk 27"M".lK9, hcrcllfrl"" 1I'(c1ICII ltl 11\ IIII' "fIlIlI'Clly" nl the "'"CIIII\C"," 1111 rhe
folluwing terms ltlld Cllllllilinns:
I. The suid PllrL'hu!lcr ngrees 10 I'll)' fur Ihe Sllhllcul cMule Ihe sum ul' SIOC,.()(}O,OU uS
fulhJ\\ls: SIO,600.(X) IlIllhc !llglling of this Agrecmcnl. ret:ciJlI wliercllf Is Ilclch)' lIcknuwlellt:ell.
nmllhe ll11lunce uf S9S.40(),nO 011 ur hcfnrc Allgu!l1 23, jI)1)6, when deed UI1lII'11M.cs!liun will he
gi\'cl1. Sclllclllcnlln he Illude In the Uuruugh ofClulisle,IJcnll!l)'I\'anill, SuhlduWIlIIll)'IIICIlI slmll
he paid 10 Seller un lIccountnf the Illm:hase price mill Sellcr sllllll hll\'c Ihe beneHI of an)' inlcrc!ll
elllnclllhcrcun.
2. PcrsoIHII(lnJllCrt)' umlli"'llIles mclullcll in Ihe snlc: 1\11 c~hling flhltllhlnc. hculing llIul
Iighllng nAlurcs (including chulhleliers) 111HI !I)'slell1s i1I'II\IIICIHlIIllllcICIU UIUJ fOlming it p;ut
Ihcreuf, Ulul ulher perlllunenllixlUles, liS well us ulllnundl)' luhs, T. V. lInlellllils, 1II11sts und mhlr
s)'!tICllls,logclhcr wilh wall to wlIlI curflcllng,M:rcens. sllum silsh IlIlIVunlnurs, !Jhmles. uwnlngs,
\'cnctilllt bllllds, cuul,l1ng!J fur Illll11lnatic wilsllers Ilnd tlr)'crs, elc.. uuHulnr covers, c(1Iuiccs,
kilchen cOlhillels, drupcr)' rmls, drupery nhl hanJwnrc, curlllin rlllh, curt"ln rml h;mlwlIre. all trces.
~hnthher)'. plullllngs now ill or nil propcnYI if allY, unlcss sI1l..'cilicilll)' c:\cl.'pled in Ihi~ agreemcnl.
lire inelude~1 in Ihe suiI.' und Ilurcllllse price, Nonc of Ihe uhu\'e lIIenllmle~1 ilems sh;11I he rCIlli1\'cll
h)' Ihe Seller from Ihe prcmlses uncr the tlule uf Ihis llgrcemclII. 1\11'1 remaining heming 1IIllllur
cuuking fuel!J stored on Ihe premises ullimc uf ~clllelllenlllrc uhn inchllJcllullller Ihis ngrcelllelll.
Seller herehy warrllnls II1IIt goud Iille will he t1ell\'ere~J In nil uf Ihe unkles descrihed ill Ihis
pumgrnllh, UlIlJ un)' olher nXlures ur ilelllll uf pl:lsnnally spccllicully schedulell und In he included
In Ihls !roale. hems eAceplcd frum Ihe sllle IUlll reserved In Ihe Scllcr me IlS fulluws: Ilousehuhl
gnolls Itull furnishings.
3. 1\ gl)(nJ nnd I11mkclnhlc lille in fee simple shall he cllll\'e)"ed. flee ilIul clem nf "Uliells
111111 ellClIlIlhnll1ccs. cxcepl reslIicliulIs llIul casemcnts visihle nr uf ICCIIHI. h)' spcdtll \\'ilIHIIII}'
lleelJ.
" ItclIl eslule luxcs U1l11I1I1Y I'enls sllall hc prn,wlel! In \lllle Ilf!<lelllclllelll.
S. All reult)' IlUl1\fcl'lilxes shull he p:lI\1 nllc-hllll'h}' Seller l!nd lltlc.lialf by I'lIIchascr,
(I. Itbk nf IlIss h)' fire hhllll he home b)' Ihe Scller. lIull Ihl.: IIIIIJlell)' !lhull hl.: III
MlhstlllllJall)' llie ~IIITIC condillulIIII Ihe limc uf ~clllelllcllt 1I~ illlhe ditle IIc.cuL
7. The spcciul W11U1I1I1)' uflille in the deed hhall he in lieu uf 1111 uthcr WUHulltles, cXluc!ls
(lr 11Il1)licd. c,'(ccpl such wmrilnlics b)' Ihe lIIilllufactlllelsnf cUlIIlJUllelll!l cunlllinc,t inlhc plcmises
which un: the subjccl of Ihls Agrcement which ale preselllly in fmce IIml whh:h mc n!l!lignahle III
II Ie purchuscrs.
8. Thl!<l Agrecmcnt Cllllluiu!l IlIe crlllrc ugrcelllcllt hetwccn Ihe Jtillllcs ulhl 1111
reIJfC!lClIlallulIs"f wurruntlcs (If i1ny kind havc heclIlllllde e.\ccpl us me ~11Cl.'ilk..lly loet furth in Ihi~
I\CrCl'llIcnl.
I). III tllc evcnt uf h:mlcr uf II guud ami rnmlCltlhlc lille hy IlIe !<Iuhl Seller ill Ihe IUIll! HI
seltlclllent, and II rcJi.lslll uf II Ie Plllelluscr tu pOI)' Ille IJillllIll.:e uf Ihe Illllcllilse luke 11I1d lIcccpllillc,
suhl unwn pll)'lIlel1l on Ihc pilll uf lhe Purchaser lIlil)' be relained h)' Seller liS Ii'luhlillcd dallHlges if
Ihe Sellcr!lu e1ecls. Inlhe evcnt thai ScllcrclIlIl1ul fur UI1)' ICilsnn CUlI\'\:)' gtll1i.1 U1ullllarkcluhlc litle
IhclI PUlchu!lcr shull he cnlitlcd 10 Ihe imlllediale leturn (If Ihc llellli!llllllunc)' uClUall)' pulllulI
uccul!nl uf Ihc pllJChllSe pricc hUI Shilll nul hllve 1111)' fmlhcr .ighls ur c!;liIllS 11Biliml Seller. III Ilk.'
cn'nl nf Ihe hll.~nch Hf Ihili. "~'t.''''l1wnl h)' IIl1e I'illl)' Ihe nnn hll.'l\chlll~ 1'1\11)' \hllH he rntilll'tlln
frl\sl1l1l\hle 1\\111111"')"" Ire~ lu.'l\IilIl)' Illl'lIIt...., 1n "'l1hudlltt.lhcilli~hts hCleUlull'L Time Is the
...~\Clll.!,. uf Ihl\ ^It",'cllll'nl. urul nf rill'll uf the l'l1\'cnanl\ illUll'ul1IlIllun\ ht'n'llf,
10, The ..\d I"utle. helehy hltlll Ihemsell'e.. Iheh helt., ""I~I". 111111 1"""",,1
1<l'le.el\111l1l'e. fm Ihe '"lthfllll"'l f"""IIIIce of lh\. Allleemelll.
IN \\'ITNI~~S \\'JII(llEIJII, Ihe,'"lIics hlll'e h<I<III1I" .ellheh' hll",l, "lid ,,"I. Ih< dllY
nllll )'cnr tl'fit nho\'e wlhlen,
FINANCIAl, TlllIST SHllVICl!S CO~lI'AN\'
{J4JJJtl (~i~7'{ lIy:_~J!.___
:) 1 J
~p..a
WITNI!SS:
(SI!A!.)
~~R ;i:~(SI!A1.)
Lee R, Relnnhlll
'tt(k 'JI,t/-P....~.J -13. 'Ilr.JJ"'.o.1.JtV (SIlAI.)
"'Knii'.'iYnil Relnllldn
;
.,
',--, "
ic-'
~Al,,"OII'I"",llV.uM
...Nt,tJCllAA ..1Vll"
...IOlNfOlClOlNl
~L
SCHEDULE E
CASH. BANK DEPOSITS AND
MISCELLANEOUS
~P-EBSONALJ~ROEER1Y -~
J
P,"..t.P.r1n1j1I.JI'Il"~
FILE NUMBER
21-95-0901
ESTIITE OF
Lester M, Nailor
VIILUE liT
DIITE OF DEIITH
1"11 proporly olnll -ownld wllh Iho RI bl 01 Survlvonhl~ mu!1 bl dl.clolld on Schldull F,)
ITEM DESCRIPTION
NUMBER
9,000,00
791.42
8,003.37
21,380,71
39,305,16
2,566.04
300.03
109,00
60,00
9.04
75.59
16.90
12.47
16,415.93
50,953.72
73.27
5,611,50
1, 1966 Customized Ford Van
2. Cepltal Blue Cr08S Premium Refund
3. prinolpal Cash, FlnBnolal Trust Services Co. Atly-In-Fact Account
4, Income Cash, Financial Trust Services Co, Atly-In-Fact Acoount
5, prinolpal Cash, Flnsnclal Trust Services Co, Trust_Undar-A9reement Account
6. Income Cash, Financial Trust Servlcas Co, Trust_Undar-Agraement Account
7. American Travellel1l Ufe Insurance Co Medical Claim Weekly Hospltallndemlly Benefit
6. Everett Cash Mutuallnsuranoe Premium Refund HomeOWnel1l policy
9. American Travellal1l Ufa Insurance Co. Health Insuranca Beneftt
10. United Telsphone Co, Cancallatlon Refund
11. Medicare Rsfund
12. PA Blue Shield Refund
13. American Travelel1l Ufe Insurance Premium Refund
14. Cartlflcate of Oaposl~ Financial Trust Co, #8360
15. Checkln9Account, Financial Trust Co. #430595
16. Interasllo 000, lIem #15
17. Procaeds Sale of Pel1lonsl Property
Tol.1 al,o Intlt on Ilnl" tecl Itulatlon
(It mall IpaCI 'I nlldld.lnll"additlonl'lh,," ot IIml 1111)
-
154906,15
FARMERS ~
TRUST __
Mar-=h 6, 1~96
Farmers Trust Company
I West Hlah Street
Carlisle. PA 17013
Re: Estate of Lester M Nailor SSN 204-30-7~64
Date of Death: N'J"ember 16, 1995
Dear Trust Department:
t.
In answer to your r'!t.luest -=on-=ernina a-=-=ounts owned, either
separately or Jointly, by thp. abo"p. rp.ferp.n-=ed der~edent and the
ba I ance In eadl a-=-=oun t as 'J f the da te 0 f dea th, we have -=he-=ked
our re-=ords and arp. submlttlne the followlne information in
duplicate, We sU3sest that you file one of these letters atta-=hed
to thp. Pp.nnsylvania Invp.ntory forms (RCC) to substantiate the
balancp. you report,
Note that we ha"p. shown the -=orrp.-=t reslstratlon for p.a-=h a-=count.
Also, interest a-=-=rued to the date "f death. if any. Is listed as
a separate fieure.
Che-=klne ac-=ount "430595 was orisinally opened 9/1/67 ur before,
The account was titled in Lester M NaIlor's nam'! alone. The
balance as of 11/16/95 was $50,953.72 plus $73.27 accrued interest
for u tQtal of $51.02r,,9~. The aCCQunt was earnlns 2, 10,\; Interest
at the time of death.
We did have a safe depusl t box tilied Joint betwep.n Lester M Nailor
or Elia M Nailor at our Main Office "3447.
51 nC(Hp.I y,
/:/:;
l':'\.L '-~ -[ c'YV'r\.':..':"I.,.....~
;/ ,
Kur~n To SSQnf~
Supervisor Custom~r S~rvl~e
One WeslllI!\h SlreeIP.O. Box 220 C."lisle, Pennsylvania 17013 (717) 243.3212
FARMERS
TRUST
One \^kst High Street r.o. Box 220
Carlisle. Pennsylvania 170U
llll~
0111 April 8 , 1996
Farmers Trust Co. Trust Dept.
P.O. Box 220
t.
Carlisle, PA 17013-0220
Re: Eltatl of, Lester M. Nailor 204-30-7964
Dlte of Death
11/16/95
D.u Trust dent.
In """Wlr to your requllt conclrnlng Iccounts owned, ellh.r Nplrataly or Jointly, by
th. Ibovl roClronc.d docedlnt and the ballncl In IIch account.. of the dlle at
d,"th, we hive chlcked our records and ue submitting the foUowln; Inform.ulon In
dupllcale. W. sugguI thlt you rue one of the.. letters Ittlch.d to the Pennsylvanlf Cnvln.
lary forms (RCCI to substantiAte the balance you report.
NOle thlt we have shown the correct reglstrltlon for lOch lecount. Abo, Intarest accru.d 10
the dot. of dllth, If any, Is IIst.d U I "pulte figure,
Vlry truly YOUI'l,
~~J
Certificate 8380 was cpened 6/29/73 for $5,000.00.
The value as of 11/16/95 was $16,415.93. The
reportable 1099 interest for 1995 to the date of
death was $175.67.
Doris Goodhart
CD/IRA dept.
The certificate is registered to Lester M. Nallor
or Ella M. Nailor.
~'U"r:#""'''V''''''
..."'AIC,'.uNfVfW
NlIOINfPlct:PlN1
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
M IS.CELLAN EOVS_EXP-ENS ES_
" --I FilE NUMBER
DESCRIPTION
21-95-0901
AMOUNT
ESTATE OF
PI'''~lYJlUI_erJnl,
Lesler M, Nailor
ITEM
NUMBER
A.
Funeral Expenses:
Hoffman Rolh Funeral Home
Carlisle Memorlal Service Inc, Monument Lellerlng
6,116,80
75.00
1,
2.
B, Admlnlstrallve COB Is : Financial Trust Services Company 21,891.89
1, P.rlonal R.pr.untaUv. Commllllonl
8oclal8ecurlty Numb.r of Plrlonal R.pr.llnt&IIv.:
V.ar Commllllonl paid _
2. Attorn.y F... Frey & Tiley 21,891.89
3. FamUy E..mpllon
Claimant R.latlonlhlp
Addr... of Claimant at dec.d.nt'l d.ath
Str.1t Addr...
C~y Blat. 0,00
4, Probal' F... Register 01 Wills. Leltera Testamentary 392.00
C.
MlscellaneouB Expenses:
Cumberland Law Journal, advartlslng Lellers Testamentary
Rowe's Antiques, appraisal fae
Sleven W, Barrell Real Estate, appraisal fee
Register 01 Wills, short certificates
Mlscelleneous Filing & Closing Costs
40.00
65,00
250,00
8,00
1,600,00
1,
2.
3.
4,
5,
-I
Tolal aria .nl.r on IIn. V rICa Itulatlon
III mar. IPIC' II nlld.d, Inun additional Ihllll 0' um. Iln)
52 328,58
Lester M, Nailor
I SCHEDULE I J
DEBTS OF DECEDENT
_~.:=.~~~_~GAGE L~A.~I~ITIE~ AN_~_':~~~~_ J:'JeIlPlH'..rmlRL,!}'RlI
FILE NUMBER
21-95-0901
~Alhltlll"'''n''AHlA
"'''''AHCI ,.... NTUIlH
"1tc.NfDlClDlHf
ESTATE OF
--1TI!lJ DEGClllPTfON
NUMBER
;MOUNT
1, PA Power & Light Company, service
2. United Telephone of PA, Bervlce
3, Agway Energy Products, healing 011
4. R&A Bender Ino, trash removal
5. Federated InvestolS Insurence /nc, homeownelS premium
6. Nallonwlde Mutuallnsursnce Compeny, auto premium
7. Dawn Conversions Ino, repelr sntsnna or van
6, Gersld L Brenneman CPA. 1995 pelSonallncome lax prepare lion
9. William L Nailor Sr, relmbulSe for trector seal
10. /ntemal Revenue Service, pelSonsl Income lax quarterly estimate
11. PA Department of Revenue, pelSona/lncome tax quarterly estimate
12. Nancy R. Shelbley Tex Collector, real estate taxes
435,30
61,63
535.55
121.50
216,00
554.60
132.50
120,00
51.80
300.00
70,00
247.49
Total allo Inll, on Iln. 10 ree. Itulatlon
(If more 'PIC' I, "..dld,ln..,. additional ahulI of 11m. lilt)
2 646,37
SCHEDULE .J . CONTINUED
BENEFICIARIES
Lester M, Nnilor Eslnte
Item Nnme nnd Address of Dcnelicinry
Number
I. Ruth I. Robinson
128 Springlield Rand, Newville, PA 17241
2. Pnul E. Nnilor
121 Hiekorytown Rand, Cnrlisle, PA 17013
3. Wnyne E. Nnilor
Box 248 Bnck Street, Plninlield, PA 17081
4. Violn Zelllemoyer
308 Shndy Lane, Enoln, PA 17025
5. Melvin H. Nnilor
507 Shed Rand, Newville, PA 17241
6. Belly J. Noss
817 North West Street, Cnrlisle, PA 17013
7. Estnte ofSnndy Nnilor
c/o Nnncy J. Nnilor
131 Onk Hill Rand, Carlisle, P A 17013
8. WiIlnim L. Nnilor, Sr. Son 5%
202 Shughnrl Ave, Boiling Springs, PA 17007
9. Helen E. Hnir Dnughter 5%
85 S, Middlesex Rand, Cnrlisle, PA 17013
10. Mnynnrd L, Nnilor Son 5%
30 Bnre Rand, Mechnniesburg, PA 17055
11. Marinn A, Bigler Dnughter 5%
901 Forge Rand, Carlisle, PA 17013
12. Financinl Trust Services Company Dnughter 40%
Trustee Under Agreement FBD
Joyce M. Nnilor
P.O. Box 220, 310 Allen Rand
Carlisle, PA 17013
13. Evelyn L Wnlter Dnughter 5%
21 Ridge Drive, Carlisle, PA 17013
14. Knthy Wilson Granddnughter 2,5%
1310nkHiIlRond,Carlisle,PA 17013
21-95-0901
Relntionship Amount of
Shnre of Eslnte
Dnughter 5%
Son 5%
Son 5%
Dnughter 5%
Son 5%
Dnughler 5%
Granddnughter 2,5%
1
I
I
1
1
I
I
I
.
i
I
.
,
L'OID'UI,
I
I
I
1
I
.. ~. .... . ~. ...
. ,
, .
D~o.AA14 66 31
.
.--'---'- --.-
!"ilVoliIJrx'...
COMMONWEALTH OF PENNSYLVANIA
, DlPAIlTMINT O. RIV.NUI
OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
RECEIVED FROM,
fJ
FINANCIAL TRUST SERVICES CO
PO BOX eeo
ONE WEST HIGH STREET
CARLISLE, PA 17013
1'01
.",:34",:!l7
'OtDHfI'
ESTATE INFORMATION,
1:'1 fiLE NUMBER
511 ,e 1-199:5-0901
1:'1 NAME OF DECEDENT (LAST)
1;,1 NAILOR LESTER M
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
SSN e04-30-79b4
(FIRST) (MI)
m TOTAL AMOUNT PAID .7,549,37
CW
RECEIVED BY ~~ J, J t. '-1"''''''1/ ,tJt-'L"
~IGNAlU'~ fI ,/
MARY C, LEW I S td ; 1/;/.1'/ hfl-"
REGISTER OF WILLS I,
REMARKS
FINANCIAL TRUST CO SERVICES
SEAL
CHECK II 017487
REGISTER OF WILLS
'~~.'" - ~-'.--'-..-'-'--"- '~'-------;'- -----..'~..l-..-:
__ _ _~_ __ "_... .__.......- _ _. _ -.-.. __ _._ Or."_ ....-.._....... '--.'
.
, .'
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DUREAU OF INDIVIDUAL TAkES
I Hili Al TANH 'All DI\lISION
11I111. l106G1
IlARNI UUI#C, PA 111:11-0"01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTlCE OF INltERIT ANCE TAk
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAk
FINANCIAL TRUST SRVCS CO
I W HIGIi ST
PO BOX 220
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-96
NAILOR
11-16-95
21 95-0901
CUMBERLAND
101
r Anount Ran,tt.d
L'=-'~-~~~~
(. ,~_....
f*,
'".110''' I" III....
LESTER
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT 1i0USE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiiv: iSW- Ei[- "Fi; - fii'f:96"i -NoYi C E - -ci F-X NHEiii f Aiic E -YA j(- iippiiii is EifENT-; -" t i"ciiiAiicE-ilR -- -- - -- - -- - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NAILOR LESTER M FILE NO. 21 95-0901 ACN 101 DATE 11-19-96
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I E,t.t. (Schedule AJ III
2. Stocks and Bonda (Sch.dul. 81 121
3. Clos.ly Hald stock/Partnership lnt.r..t (Schadul. C) (31
4. Hartg.ga'/Not.. Recaivabla (Schedul. DJ 141
5. Cash/Bank Deposita/Hile. Paraonal Proparty (Schadul. EJ IS)
6. Jointly Ownad Property (Schadula FJ 16)
7. Transfara (Sch_dul_ OJ (7)
8. Total Au.h
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funaral EMpan.../Adn. COlts/HilC. E_pan,.. (Schadula HI {gJ
10. Debt./Hortg.g. Li.biliti../Li.n. (Sch.dul. II (10J
il. Total Deduotion.
12. H.t Value of T.~ R.turn
13. Ch.ritabla/OoY.rn~e"tal Bequ..t. (Schedula JI
14. Hat Value of E.t.t. Subj.ct to T.~
I CltANOED
106.000.00
358.688.20
.00
.00
154.906.15
.00
.00
lal
52,328,58
2,846.37
1111
1121
(131
1141
HOTEl To in.ur. propar
cradit to your account,
.~bnit th. upp.r portion
of this for~ with your
t.~ pay".nt.
619.594,35
~~ . 174 q~
564.419.40
.00
564.419,40
NOTEI
14, 15 and~or 16, 17 and 18 will
returns assessed to date.
I~ an assessment was issued previoUSly, lines
re~lect ~igures that include the total o~ Ahh
ASSESSMENT OF TAXI
15. Anount of Lin. 14 at Spou.al rat. (151
16. Allount of Lina 14 ta~abla at Linaal/Cla.. A rata e161
17. AMount of Lina 14 ta~.bl. at Coll.taral/Cl... Brat. {171
la. Principal Ta~ Dua
TAX CREDITS I
PAYHENT
DATE
02-13-96
08-16-96
RECEIPT
NUHaER
AA1l2507
AAI46631
DISCDUNT ('1
INTEREST (-)
1.315.79
,DO
.00 X ,00.
564.419.40 X ,06.
.00 X ,15.
l1al
AHDUNT PAID
25,000,00
7,5(.9.37
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
33.865.16
,00
33.865,16
33.865.16
.00
,00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION DF ADDITIONAL INTEREST.
I IF TDTAL DUE IS LESS TItAN n, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE DF TltlS FDRH FOR INSTRUCTIONS.)
_ ~. ._ .. _ '~"""O-
,.,;' -
('i(;
RESERVATIONI E.tata. a' dacad~t. d11nD on or ba'ara Daca~.r .', 1'.' -. I' any 'utut. lnt.r..t In the ..tat. I. tran.'atrad
In Po.....lan or enJaYlent to Cia.. . Icalllt.rall b.n.'lel.rl.. a' th. d.c.d.nt .,tar thl ..plt.tlon a' anv ..t.t. 'or
II" at 'or v..t., the Ca..anw'.lth h.r.bv ..pr...ly r...rv.. tha right to apPt.I.. and ...... ttan.f.r Inh.rltlnC' ,....
.t the I,,'ul el... I (calllt.rall ret. on any .uch future Int.r..t.
PURPOSE DF
HOTICEI lo 'ul,111 the r.qult...nt. 0' S.etlon 'I~D a' the Inh.rltanc. and E.tat. T.x Act, Act " 0' 19'1. " P.I.
Sectlon n\D.
PAYHEHTI D.t.ch the top portion 0' thl. Notlc. and .ubalt with your p.va.nt to the Rlglst.r 0' NIII. prlntad on the r.v.r.. .Id..
uHakl chiCk or aOf'l'V ord.r p.yabll tal REGISTER OF MILLS, AGENT
All p.v-.nt. ,.c.lvad .hall 'Ir.t b, appllld to anv Intlr..t which "V b. due with any ,...Indlr IPpllad to the t.x.
REFUND ICRII A r.'und 0' . t.x cr.dlt, which wa. not r.qu..tad on the T.x R.turn, ..v b. r.qu..tad by caaplatlng an ~Appllcatlon
'or R.,und a' Plnn.ylvanl. IntMlrltancl and Eltatl ..x~ UlI:V"UU). Application. arl .",lIabl. at tha o"lca
0' thl Raghtlr 0' NIIII, any 0' thl Z5 Ravenua Dhtrlet offlc.., Dr by callIng the 'PHlal n'hour
an.warlng ..rvlcl nuabar. 'or 'or.. ordlrlngl In P~.ylvanla l-aDD-S6"2D5D, out.ld. Penn'Ylvanla and
Nlthln locII Hltrllburg ar.. nl71 111"1094, lDD' (717) 77'''U52 (Hllrlng 11P.lr.d Onhl.
OBJECTIONS I Any plrty In Int.r..t not ..tl.'led with the .ppr.I'I.~t, .lloNanc. or dl..llowanc. 0' deductIon., Dr .......~t
0' tlX IlnclUdlna dl.count or Int.r..tl .. .hown on thl. Notlc. au.t Object within .Ixty 1601 d.v. 0' r.c.lpt a'
thh Notlca by!
"'Nrlttan protl.t to the PA Dlp.rtlant 0' RIV'nu., Board of App..I., O.pt. 2.1021, H.rrl.burg, PA 1712.'10'1, DR
--.I.atlon to hlv, the ..tt.r d.t.r.ln.d .t audit 0' the .ccount 0' the p.r.onal rapra..ntatlvl, OR
--applal to thl Orphan.' Court.
AOHIH
ISlRAlIVE
CORRfCTIOHS,
Factual at tot. dl.covlr.d on thl. .......ant .hould b. .ddr....d In Nrltlng tOI PA O.p.rtlent 0' R.venue,
lurl.u 0' Individual T...., AT'HI Po.t ........nt R.vl.w Unit, D.pt. Z.0601, H.rrl.burg, PA 1712.'0601
Phone t717) 7.7'6505. S.. P'O' 5 of the bookl.t "In.tructlon. 'or Inherltanc. T.x R.turn 'or . R..ld~t
Dacad."t~ IREV-150l) for en ..pl.natlon 0' ad.lnhtrathl.tv corr.otabl. arrar..
If MY tax dUe I. p.ld within thr.. CS) uland" .onth. .flar the d.cad.nt.. death, . flvl parc~t C5:() dltcount 0'
thl t.x p.ld .. .lIowed.
Th. 151 tax .ana.ty non'p.rtlclp.tlon panalty I. co~tad on the totll a' thl t.. and Int.r..t ......ed, and not
paid b.for. J~.ry I., 19'6, the 'Ir.t d.y a't.r the and of the t.x ean..t~ p.rlod. Thl. non.p.rtlclp.tlon
panalty I. IPP..labl. In thl .... 8annar and In the thl .... tl.1 p.rlod a. vou would .pp.al thl t.x and Int.t..t
that ha. blln .......d .. hMllcat.d on thlt notlca.
DISCOUNT.
PENALTY I
INTEREST,
Int.r..t I. ch.rg.d b.glnnlng Nlth 'Ir.t day 0' d.llnqu.ncy, or nln. I') .onth. and ana (1) d.y 'r08 the data 0'
d..th, to thl d.ta 0' para."t. l.... which b.c... d.llnqu.nt b"or. Janu.rv I. 1982 b..r Int.r..t .t the r.t. 0'
.Ix 16;(1 parelnt pit DMUII c'lculat.d at . d.llv rata of .000164. All t.... which b.ca.. d.lInquent on end .ftar
January I. 1'.2 will b..r Int.r..t at . r.t. which NI1I v.ry 'to. c.land.r v..r to c.l.nd.r v..r with th.t r.t.
announc.d by 'h. PA O.p.rt..nt 0' R.venu.. 'h. appllcabl. Int.r..t rat.. for I'IZ thtough 19" .r'l
'!!!! Int.r..t A.ta O.lIy lnt.r..t fflctar !!!r Int.r..t hte DailY Inte,..t F.ctor
1982 ZO;( .OOOSU 1'.7 .~ .000147
1'15 16~ .000458 19...1991 1l~ .000501
19.4 m .00OSDl 199Z .. .000Z~7
19.5 m .00OS56 199].1994 7~ .000192
1'.6 IO~ .000274 1995.1996 .~ .00Ol47
....lntar..t I. c.lculat.d .. 'ollowlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Anv Notlc. I..u.d .'t.r the t.x b.ca... d.llnquent NIII r.fl.ct an lnt.r..t c.lcul.tlon to ,Ift..n 115) d.y.
b.vond thl data of the .......ant. I' pav..nt I. .Id. .,t.r the Int.r..t co.put.tlon d.t. .hown on the
Hotlel. ftddltlonal Intarllt .u.t b. calcul.t.d.
i ') .- ) l' - (;
L,..-'
*
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF DETERHINATION AND
ASSESSHENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAMES
IHIlUUlAHC[ lAX DIVISION
DfPt. i'BObOl
IIARRIUUAG, Ill. IIUS.06Dl
In.,UII AI'"1_tU
FI NAIlCIAL TRUST
1 W HIGH ST
PO BOX 220
CARLISLE
SRVCS CO
11-19-96
IlAILOR
11-16-95
21 95-0901
CUH8ERLAIlD
201
LESTER
Anount R.n' tt.d
-
-1
PA 17013
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAIlD CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To insure proper credit to your .ccount, SUbMit the upp.r portion of this forM with your t.~ p.ynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R-iv:483--EX--AFP--i07~-9&i-----ii.-Niificif-OF--DETifRHiN-ATio-N-AN-O-AiisESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF NAILOR
LESTER
H FILE NO.21 95-0901
ACN 201
DATE 11-19-96
ESTATE TAX DETERMXNATXON
1. Credit For State Death Taxes as Verified
4.801.26
2. Pennsylvenia InheritancD Tex Assessed
(Excluding Discount snd/or Interest)
32.549.37
3. Inheritance Tax Assessed by Other States
or Territorias of the United States
(Excluding Discount and/or Interest)
.00
4. Totel InheritoncD Tox Assessod
5. Pennsylvania Estate Tox Due
TAX CREDITS I
PAYMENT
DATE
DISCOUNT (+)
INTEREST 1-)
RECEIPT
NUMBER
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TDTAL DUE IS LESS THAN '1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
M
PURPOSE OF
NOTICE.
PAVKENr I
REFUND (CR)I
DlJECrlDNSI
ADMIN-
ISrRATlVE
CORRECTIONSI
PENALTY I
INrEREST I
')1
10 fulfill the r.qulr...nh of S.ctlon 'Us. (b) of the Inh.rltance end UI.le hll Aclt Act U of ."..
(7' P.S. S.ctlon 1145).
O.I.ch the top pori Ion of Ihl. Netic. and .ubelt with your p.y.ent 10 Ih. R.gl.ter of WI.la prlnlad on Ih.
r.v.r.. sid..
n Hake check or .on.v ordar pavabl. tal REGISTER Of' MILLB, AGENT.
All payeanl. rec.lv.d .hall be .ppll.d flr.t to .nv Inlare.1 which ..y be due with .ny r...lnd.r appll.d 10 Ih. t.ll.
A rafund of a t.1l cr.dlt .av b. r.qu..tad bV co.pl.llng en wApPllc.llon for R.fund of P.nn.vlv~l.
Inhlrllanc. end E.I.t. 1.lIw (REY-1313). Application. ar. aVlllabl. .t Ih. Offlc. of Ih. R.gl.l.r of Will.,
any of the '3 Rav.nu. DI.lrlct Offlc.. or fro. thl O.parl.ant'. 14-hour an.warlng .arvlc. nu-bar. for for.. ordarlngl
In PaMlVlvanl. .-100-3U"U50, ouhld. P'Mlylvanla and within local Ilarrlsbur. .rn (7171 711-109ft,
1001 (717) 771"1252 CH..rlng I~alr.d Onlv).
Any p.rty In Int.r..t not ..tl.fl.d with the ........nt of t'll .. .hown on thl. notlc. ..v Object within
.llItv C60J d,y. of r.calpt of thl. Notlc' by.
--written prot..t to the PA D.partaant of R.venu., loerd of App..la, O.pt. 21102', Harrl.bUr., PA 111'1-1011, OR
.....IKUno to h.v. the ..U.r d.t.r.lned .t MIdst of tha p.,.on.1 rapn.ant.Uv., OR
-..appa.1 to the Orphan.' Court.
Factual .rror. dl.cov.r.d on thl. .......ant .hould be addr....d In writing tOI PA D.p.rt-.nt of Aavenue,
lur.au of Indlvldu.1 'all'., AllNI po.t A.....-.nt Aevl.w Unit, O.pt. laD601, H.rrllbur., Pi 17111-0601,
Phone (7171 717"6505. Sa. page 5 of the bookl.t flln.trucHon. for Inherltanc. hll R.turn for. R..ld."t
Dac.dantfl (REY-150lJ for en .lIplenaUon of adIllnlstr.Uv.h corr.ctBbl. .rror..
The 15:< tlM un.atv non-participation p.n.lty Is co.put.d on tha totel of the t.. and Int.ra.t .......d, and not
peld before January II, 1996, the flr.t day .fter the and of the te. .MUtv period. Ihlt non"parUclp.tlon
penalty I. app.alabl. In the .... .annar end In the the .... tl.. p.rlod .. you would .pp.e. the I.w and Int.r..t
that he. be~ .......d .. Indl,atad on thl. notlc..
For d.t.. 0' d.ath on or .ft.r 10~3~91, Penn.vlvanl. E.t.t. I'll b..ed on the fader.1 E.t.te r.w
r.turn b.coat. d.llnqu.nt .t thl 'lIplratlon of nln. (09) aonth. fro. the d.te of d..th.
for d.t.. of d..th prior to 10"3.91, penn.vlvanla E.tet. lall ba..d on thl f.d.r.1 E.t.t. r'lI r.turn
bacoea. dlllnquent at the 'MPlretlon 0' .Ight..n CII, .unth. fro. the data of d..th.
ralla. which b.c..e d.llnqu.nt b.for. Janu.rv I, 1981 b..r Inter..t .t the r.t. of .IM (6XJ p.re.nt p.r ~
c.lcul.tad at a dalh rate of .000164. All tlllll which bln.a dlllnQUMt on or .fhr Janu.ry I, 1911 will blllr
Intlr..t .t e rata which will v.ry fro. ,.I.ndar ya.r to cal.nd.r yaar with that rat. announcad bV the PA
Dap.rtalMt 0' Rav'~la. Ih. .ppll'ebla lnt.r..t rata. for 1912 through 1996 .ral ~
Va.r Inhrllt Rat. D.IlV Intlrut Factor Vur Intarut R.t. Dilly Int.rllt f.ctor
nn ,,~ ,OOOS"I 1917 .~ .000141
nls 16:( .000UI 1'11-1991 11:( .000101
191% 11:( .000301 1991 OX .0001U
1915 UX .000556 1993-199% n .0001'2
1916 lD~ .00021% 1995"1996 .~ .000U1
--Intarut I. cllcul.t.d .. followll
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Anv MoUe. luu.d .fter the till b.co... dlllnqu.nt will rlfhct an Int.rut ea1cul.Uon to ,lflaan CIS) dau
b.yond the data of the 'I......nt. If pay..nt I. ..d. .ft.r the Inl.r..t co~utatlon data .hown on the
NoUn,addltlona. Intarut llUat b. calculated.
'1
1<
,',
1','
(
II)
....-..
/""~
'u
!".:'
I~,
[',
6d
PIlIlPOU 01'
NOTJCE I
To fulfill thl nqul,......'. 0' SICtion 214S Ib) of the InharltMce and h'at. hlil Act, Act Zl of 1995. 112 P.S.
SICtlon '1411.
PAYftENT I
Oetech the top portion of thl, Notlel and ,ub.lt with rOUt paV-Mt to the R'lla,a.. of Willi printed on the
nVI"" ......
..- ".... chick or .onlY order plYlbl. tal AEOJ8TER OF MILLS, AGENT.
REfUND (tAli
A r.fund of . '11iI crldlt .IV bl ,equa.tad by oo.,lltlno an -application for R,fund 0' Pennlylvanla
Inherlt~. and [,tata 'I.- (REY-ISIS). APplIcation. ar. avallabl. at thl of'lcI of thl RIOI"I" 0' Willi,
eny of the IS R.venue OI.t,lct Dfflc.. or frol the nIP.rtlant', Z4-hour en'vlrlng ....vlel ~r. 'or for.. orderlntl
In Pannlvlvant. l-aoO-S6'-ZD50, out.lda Pann'Ylvanla and within 10cIl Harrllburg ar.. (117) 7'7-'0'4,
TDDI (711) 77t-frSZ (H'a~lna l.p.I~.d Only).
OIJECTlONSI
Any p.~ty In Int.~..t not .atl.fl.d with the .......ant of taM I' .hown on thl. notlc. ..y obJ.ct within
.I_ty ('a) dlY' of ~.c.lpt of thl. Notlc. by.
--w~ltten prat..t to thl PA O.p.~t..nt of Ra~.nu., lo.rd of App..I., O.pt. "1021, H.~~I.bu~D, PA 1712'-1021, OR
--...ctlnD to h.~. the .att.~ datar.lnld .t audit of the pa~'onal ~,p~"'ntatl~., OR
.-app..1 to the Orphan.' CQU~t
ADH1N-
ISTRATlYE
CORRECTIONS I F.ctual .r~or' dl.cov.~.d on thl. ........nt .hould b. addr...ad I" writing tal PA Dap.~t.ent of RavlnUl,
Bur.au of Indlvldu.l TaMa., ATTHI Po.t A......ant R.vl.w unit, O.pt. Z.0601, Har~l.burg, PA 171"'0601,
Phone (717) 7'7-6505. S.. pIg. 5 of tha booklat "In.tructlon. fo~ Inharltanca T.. Raturn for. Ra.ldant
Dacadent" (REY-150l) fa~ an 'lIphnltlon of .d.lnlttratl~.IY corr.ctable arrort.
PENALTYI
Th. ISX tl. .."a.ty non-p.rtlclpatlon pen.lty I. coaputad on the tot.1 of the ta. BAd Int.r..t ...a..ad, and not
p.ld bafor' January la, 1996, the Ilr.t day aft.r the .nd of th. t.. .~.ty p.rlod. Thl. non-participation
panalty I. app..labl. In the .... .annar and In the the .... tl.. parlod .. YOU would .pp..1 tha t.. and Intar..t
ttt.t h.. b..... ......ed .. Indlut.d on thlt notice.
INTEREST I
Addltlon.1 penn'Ylvanla Eatata T.. .......d .. a r..ult of . changa on the F.d.ral E.tat. T.. clo.lng
I.tter b.cOll. d.llnquent .t the eltplntlon of on. (I) lonth fro. the data the fin. I notice of the Incre...
In Fed.r.l [.t.t. Ta. 1. r.c.lvad.
T.... which bac... dallnquent b.for. Janu.ry 1, 19a, b..~ Int.ra.t at the r.ta of .1. (6X) percant pe~ annua
c.lcul.ted at a dally ~.ta of .00016'. All t.... which bae... d.llnquent on or .ft.~ Janu'~y I, 19'2 will baar
Int.~..t .t . r.t. whleh will v.~y fro' c.l.nd.~ y.a~ to c.land.~ Y'.~ with that ~.t. ~ad by thl PA
Dep.rtaant 01 R.v.nua. Th. .ppllclbl. Intar..t r.t.. fo~ 19'2 through I'" aral
~ Int.relt R.t. Dally Inter.st F.cto~ !m Intarest Rat. Dally Intare.t F.cto~
1'12 ..X .OOOSU 1917 'X . DOn.,
1915 lOX .000451 19"-1991 IlX .000501
191. 11;( .000501 .." 'X .DOnu
1915 13X .oooss, 1"5-1994 7X .0OOI9Z
19" 10:C .DOOZ1. 1995-1997 .X .OOD2U
--Inter..t I. calculat.d .. followtl
INTEREST . BALANCE OF TAX UHPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any NoUc. It.ued .ft.~ thl taw becOM' d.llnquent will nfl.ct an Inter..t c.lculatlon to flftl.,.. nSI d...
b.yond thl data of ttt. .......ant. If p.yaent I. _ada _ft.~ the Int.r..t coaputatlon dete .hown on the
Hotlee, ~Itlanal Int.re.t lU.t be ulcul.tlld.
"
.-
Financial TSrm;! Company
... crvlccs
To: Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
"'II
CERT[F[CAT[ON OF NOT[CE UNDER RULE 5.6(a)
. .
Name of Decedent: Lester M. Nailor
Date of Death:
Will Number:
November 16, 1995
2195-0901
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
December 20, 1995:
Ruth I. Robinson
128 Springfield Road
Newville, PA 17241
William L. Nailor, Sr.
202 Shughart Avc.
Boiling Springs, PA 17007
Paul E. Nailor
121 Hickory town Road
Carlislc, PA 17013
Helen E. Hair
85 S. Middlescx Road
Carlisle, PA 17013
Wayne E. Nailor
Box 248 Back Street
Plainfield, PA 17081
Maynard L, Nailor
30 Bare Road
Mechanicsburg, PA 17055
Viola Zettlemoyer
308 Shady Lanc
Enola, PA 17025
Marian A. Bigler
901 Forge Road
Carlisle, PA 17013
Melvin H. Nailor
507 Shed Road
Newville, PA 17241
Joyce M. Nailor
35 Ridge Drive
Carlisle, PA 17013
Belly J. Noss
817 North West Street
Carlisle, PA 170[3
Evelyn L. Walter
21 Ridge Drive
Carlisle, PA 17013
FlIrllll!r~ 'I'rll\1 . I>h'hiullllf Fillalll'ial Tnhl Cumpafl)'
I Wl'..llli~h Slreet. !J.o. HI)\' 2211 . l\uli..k', 1'1\ 170Ll
(71712.1:\. ,'212
Fu,' N:llillllal lIul1k tllld Tru..l Co.
1;\ \\'1."1 Main Slfl.'l:l. IJ.O. Uo\. ;\1) I . WaYJlc...hnrn. 1',\ I nM~
17I71762.HHII
C1UlIllhl'p.,hurg Tn!'.1
1.1 Norlh Main Slrcd. P,O, ntl\ C . Ch;unl"-.'l,hurg. P,\ 17201
1717126;\.1.2111
I;inllnd:ll 'I'm,' Cllfl'
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Prlncll'allllshursenwl1IS (contlllucdl
12-6-95 lIo0'Ill;m-Roth Funemlllmne 6,116,80
12-18.95 Penna. Power & L1ghl 64.10
12-22-95 Cumherland Law Journal, advertising Lellers
Testalllel1lary 40.00
Unhed of PA 20.04
12-26-95 AgWdY Energy Pruducls 72,40
R & A Bender, Inc, 40.50
1-18.96 Penna, Power & Light 44.46
1-19-96 Il1Iernal Revenue Service, Quarterly Estimale 300.00
PA Dept. Of Revenue, Quarterly Estimate 70.00
1-22.96 Fedenlled InveslUrs Insumnee Inc. Annual (lremlulll
Ridge Road (lrupeny 216.00
1-23-96 Unhed of PA 20.04
1-24-96 Nallonwide MUluallnsumnce Co.. (lremlul1l
autolllohile Insunlllce 139.15
2.8.96 Agway Energy Pruducts 127,16
2.12-96 Penna, Power & Light 39.59
2-13-96 ReglMer of Wills, eSlhnaled PA Inherimnce Tax 25,000.00
2-26-96 Rowe's Anllques, persmml pro(lerly a(lpmlsal 65.00
2-28-96 Stevcn W. Barrell Reill Estate, real estille ilp(lmiSiII 250.00
3-7-96 Dawn Conversions, Inc., van repillrs 132.50
3-12-96 Agway Energy Products 90.07
3-14-96 Carlisle Memnrlal Service Inc" lellering monument 75.00
3-19-96 R & A Bender. Inc. 40,50
Penna. Power & L1ghl 42.26
4-2-96 PA De(lt. or Revenue. (;IX due 1995 PA 41 59.00
4-11-96 IRS, tax due 1995 Form 1041 1,040.00
4-12-96 Gemld L. Brennenmn, CPA (lrepilmtlon or 1995
Income Tax Returns 120.00
4-16-96 N;lIley R, Shelhley. 1996 real esmle mxes 247.49
4-22-96 N;lIlnnwlde MUluallnsumnee Co.. premium
ilulllnlllhlle lnsnmncc 139.15
Pcnlla. Power & Light 37.93
5-23-96 Register III' Wills, Short Cerlllic;lIes 6.00
6-12.96 Agway Energy Pruduels 95.97
6-13.96 Penna, Power & L1ghl 37,85
7-9-96 Willl;un L. Nilllnr, Sr., reimhurse tilr lrilClllr
se;1I replacement 51.80
7-10-96 Penna. Power & Light 43.26
7-26-96 Natlunwlde MUlllallnsumnce Co.. premium
aUlllnmhlle insumnce 276.30
7-31-96 Jllyee Nailor, reimhurse tilr hems sold al (luhlle Sille 26,50
8-5-96 ReglslCr or WillS, Short Certiticilte 3,00
8-8.96 Reglsler of Wills, Certllied CO(lY of Will 2,00
8-15-96 Register of Wills, tiling PA Inherimnce Tax Relurn 15.00
Register of Wills. hillance PA Inherlmnce Tilx 7,549.37
3
8-23-96
8-26-96
9-12-96
10-1-96
10-24-96
12-26-96
1-31-97
Prlnclnal DlshllrSCI11Cnts (cnl1llnllCdl
Rccordcr of Dccds, 1% Rcal EMale TrlInsfcr TaK
RCllislcr of Wills. ilddllilllml prnhille fcc
Nancy R. Shclhley, 1996 rcal cslale laxes
Pcnna, Powcr & L111hl
CllIlll11llnwcallh of PA. alllomohlle rClllstralllln rcnewal
Rccordcr Ill' Dccds. Iiling fce
IRS, QUilrtcrly EMinmle
ll1e Scntlncl, udvertislng Lcllers Teslal11enlury
Reserved:
Frey & Tllcy, allomcy fee
Financial TrUSI Services Company, eKcCUlnr fee
Clnsing and Filing CIlSIS
Total Princip:II Dlshursel11CIllS
12-7-95
9-23-96
Princlpul Dislrlhullllns tnllcneliciurlcs
Fhlilnclal Trusl Services Co.. TUA Lcsler M. Nailor:
Cash
25M pur FIILB 5% 1-22-96
25M pur U,S, Tre:lsury Notcs 6.50% 9-30-96
25M pur FFCB 4.92 % 12-22-97
25M par U,S. Tre:lsury NOlcs 6,50% 4-30-97
25M par U.S, Trc:lsllry NOlCS 5.125% 3-31-98
300 shs Amcricun Telcphllnc & Tclegraph CIl.
400 shs Beli AlIullllc Cllrp.
300 shs BellSnuth Corp.
800 shs Mllhll Cllrp.
660 shs Unllln Pacllic Corp,
Fhlilnclal Trust Servlccs Co.. TUA Lestcr M, N:lllnr
Total PrinclPill Distrlhullllns to Bencliclarlcs
3-11-96
4-15-96
4-24-96
7-8-96
8-13-96
Incol11c RccclplS
Ohio N:lIlll1ml Life losurance Cn.. intercsI
Policy 230035
Ohio N:llional Life InsurlInce Cn., dlvidcnd
Policy 230035
Filrl11crs Trust Co., illlcrcsI CcniliCale of Deposit 8380
F;ml1crs TrUSI Co" Il1lcrcsI Chcckinll Accoulll430595
IRS. 1995 Income TaK Rcfund
PA Dcpt, Of Rcvcnuc, 1995 InCllll1C T:tK Refund
PA Dept, Of I~evcnllc. Inlerest 1995 Income Tax Rcfund
4
1,060,00
35.00
913,75
16,78
39,00
56.00
1,040.00
70,07
21,891.89
21,891.89
500.00
$90.809.97
40,000.00
24,968.75
25,218,75
24,562.50
25,351.56
24,781.25
19,425.00
25.575,00
11.587.50
84,700.00
42,900,00
158 427.68
$~07 .497,99
36.80
68.19
182.81
442,31
1,200.00
280.00
6,29
Incomc Rcccipts (collllnucdl
8-16-96
3-3-97
Amcrlc;m Travclcrs Lifc Insurancc Co.. claim
Natlonwldc Insurallcc Co,. prcmium rcfund
IllIercM, Fcder;ned ARMS Fund 12-11-95 III 3-4-96
InlercM. Tcmp Fund 12-12-95108-4-97
huercM, red Fund 12-11-95 lU 8-4-97
80.00
171.50
834.39
323.26
6.713,73
$10.339.28
Total Income Receipts
Income Dishursements
7-1-96
R & Allender, Inc.. wIsh rcmoval
Accrued Interest 10 Date of Death, U.S. Treasury
NOles and Agency Issues to Prlneip;11
Financial Trust Services Co.. incm1le conu1llsslun
40,50
Tutallneome Dlshursements
1,366,14
602.36
$2.009,00
InCllmc nlstrllllulons tn neneliehlrles
9-23-96
Financial TrusI Services Co.. Truslee
U1WIII Lester M. N;llInr
$6.264.81
Financial TrusI Services Company
Successor to F:trI11erS TrusI Company
Exeeulllr Le er M. N;llIor
i II ~ l h.
J ne F, Ilurke. Prcsldem/CEO
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMIlERLAND:
Jalle F. Burke, Presldelll/CEO, hclllg duly sworn according to law, depnses and says tlmt she Is
Presidelll and CEO of Flllancial Trust Services Company, Successor to Farmers Trust Company, the
Accountant inlhe Eslate ahove named, and that the facts set thrlh In the StalClllent of the Re;ISllns for Ihe
Proposed Dislrlhutlon arc true and correct.
Sworn aod suhscrlhed 10 hefore me
~s ~ day of A:~SI' 1997.
.' It': t.,
Notary PUh~C
NorMal Soaf
c-^,,~mf!1Y S. PrOSfo4'Jr, Notary Public
~UI MiOOI!fOn Twp., Cumoor'-tnd Count
My CommIssion Explrus 0<.1. 25, 199~
MNn!M. PiI,msylvJlIlol A.r,SOt:lit nn 01 ~I'JIi!"ts
5