The URL can be used to link to this page

Home My WebLink About95-00905 , Reglsterof Wills of Cumberland County,PennsYlvanla Estate of Jean L. Lockard PETITION FOR GRANT OF LETTERS No, .:(/- q S ~q(') s Social Security No. 196-14 - 7669 Donn L. Snyder, PeUUoner, who Ie IByeereolege or older. eppllee lor, (COMPLETE 'A' OR 'B' BELOW:) ~ A, Probate and Grant of Lellers and avers that Petitioner Is the Executor named In the Last Will of the Decedent. dated March 22, 1995 Stat. relevant clrcumstancls, e.g., renunciation. death of executor, etc. Except e. IoIlowe, Decedent did not merry, we. not divorced, end did not heve e child bom or edopted elter ..ecutlon ollhe document. oltered for probete: we. not the \ileUm 01 e killing end we. never edJudlcel.d Incompelent: ~ B. Granl of Lelters of Administration (dbn.c.!.e.: pendenle IlIe: durente abeenUa: dura"te mlnorttatel Petitlonar(s)after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Reletlonehlp A8Ildencl ae B I ooa e eo l!I ".c.nary. Decedent was domiciled at death In Cumberland County, Pennsylvania, WI}h her last family or principal residence at 58 Devonshire Square, Cumberland County, Mechanicsburg, Pennsylvania. 1',., / ,I '. ,I "~I ' (list street. number and municipality) Decedent. then 70 years of age, died November 11. 1995at Holv Spirit Hospital, Camo Hill, Pennsylvania, Decedent at death owned property wllh a.Umaled valu.. a.loIlowe: (If domiciled In PAl All pereonel property ...,.............................,..... $ 250.00000 (If not domiciled In PAl Pereonal properly In Penneylvania , . . . . . , . . . . . . . . . . . . . , , ., $ (If not domiciled In PAl Pereonal properly In County ,...,..",...",......."." $ V.lue of rl81 .atate In Pennav'ysnla . . , . . . . , . . , . . . . . . . . . . . . . . . . . . , . . . . . . . , . . . . . . . . . , , . . . . $ -0- Total ,.""....",.,.......,..',.,."....,.....".'."",..."".,.",. $ 250.00000 Real Eatata altuatad ae IoIlowe: Wherelore, Petltloner(a) raepeclfully requeel(e) the probele 01 the leel Will end Codlcll(e) pr..ented wllh thle Petition and the grant ollettere In the approprtate lorm to Iha underelgned: Typed or printed name and realdence CONN L. SNYDER, Eequlre P.O. Box 741,Harrteburg. PA 17101 .. ., i , . no ~.~:. ,Ii ." ., -;;'~?P " \r) t 0 ~,. :; 0- '":.- I ~ .H ~ ~ . ..:l - ~ ('6 ; ., . .'.1'- , , '. ,-,~ . . . .' .. LAST WILL OF JEAN L, LOCKARD Donn L, Snyder, Esquire BOSWELL, SNYDER, TINTNER & PICCOLA , 315 North Front Street Harrisburg, Pennsylvania 17101 " had he or she survived me, If my Issue do notllgree to the division of the property IImong themselves, my Personal Representative shllll mllke such division IImong them, the decision of my Personal Representlltlve to be in all respects binding upon my Isslle, I request that my Personal Representative and my issue abide by any mcmorandum by me directing the disposition of this property or any part thereof, This request Is precatory and not mandatory. If any beneficiary hereunder Is a minor, my Personal Representative may distribute sllch minor's share to such minor or for such minor's use to any person with whom such minor Is residing or who has the care or control of such minor without further responsibility and the receipt of the person to whom It Is distributed shall be a complete discharge of my Personal Representative. The cost of packing and shipping such property shall be charged against my estate as an eltpense of administration, ITEM IV Outrll!ht Gift of All ProDertv to Children. Contlnl!ent Gift to Named Beneficiarv, I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the eltecution of this WllI, absolutely in fee simple to my surviving children In equal shares, provided, however, the then living issue of a deceased child of mine shall take per stirpes the share their parent would have taken had he or she survived me. Upon the death of any beneficiary without Issue, his or her pro rata share shall become part of the trust estate being administered for the surviving beneficiary. Should the last surviving beneficiary die without Issue prior to final distribution of principal, the trust shall terminate and any remaining principal and accumulated Interest shall be paid to the following persons and entity, per capita, in the proportions Indicated: (a) To great nephew, ROBERT B, ALLISON, of Wilmington, Delaware, twenty-five (25%) percent; (b) To my niece, MARTI.IA LOWER MULLIS. of Beaverton. Oregon, thirty-five (35%) percent; (c) To my sister, MARTHA McCURDY (Mrs. Kenneth McCurdy), of AlIoona, Pennsylvania, thirty (30%) percent; and (d) To TRINDLE SPRING LUTHERAN CHURCH, of Mechanlcsburg, Pennsylvania, ten (10%) percent, Pa~ 2 ITEM V Namln!! the Personal Representative. Personal Reoresenlatlve Succession, Personal Reoresenlatlve's Fees and Other Mailers, The provisions for naming the Personal Representative, Personal Representative succession, Personal Representative's fees and other mailers are set forth below: (I) Naming an IndlvJdual Personal Representative. I hereby nominate, constitute, and appoint as Personal Representative of this my Last Will and Testament Donn L, Snyder, Esquire and direct that he shall serve without bond. (2) Naming Individual Successor or Substltut~ Personal Representative, If my Individual Personal Representative should fall to qualify as Personal Representative hereunder, or for any reason should cease to act in such capacity, the successor or substitute Personal Representative who shall also serve without bond shall be Maronella F. Miller. (3) Fee Schedule for Individual Personal Representative, For its services as Personal Representative, my individual Personal Representative shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. ITEM VI Definition of Personal Reoresentatlve, Whenever the word "Personal Representative" or any modifying or substituted pronoun therefor Is used In this my Will, such words and respective pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative named herein and to any successor or substitute Personal Representative acting hereunder, and such successor or substitute Personal Representative shall possess all the rights, powers and duties, authority and responsibility conferred upon the Personal Representative originally named herein. ITEM VII Powers for Personal Representative and Trustee, By way of iIIustrution and not of limitation and in addition to any inherent, implied or statutory powers granted to Personal Representatives and Trustees generally, my Personal Representative and Trustee is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot. allocate between principal and Income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter Into, exchange, hOld,lmprove, incorporate any business of mine, invest, lease, manage, mortgage, grant and ellerclse options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions or divisions in cash or in kind or partly In each without regard to Pa!Jl 3 the income lax basis of such asset, and in generul, to exercise all the powers in the management of my Eslate which any individual could exercise in Ihe managemenl of similar property owned in his or her own right, upon such terms and conditions as to my Pcrsonal Representative and Trustee may seem best, and to execute and deliver any nnd all iastruments and to do all acts which my Personal Represenlative and Trustee may deem proper or necessnry to carry out the purposrs of this my Will, wilhout being limited in any wny by the specific grunts of power mnde, and without the necessity of a court order, ITEM VIII Provision for Personal Reoresentntive 10 Acl as Truslee for Beneficinrv Under A!!e Twentv-Five. If any share or property hereunder becomes distributnble to a beneficiary who has not atlained the age of Twenty-five (25) yenrs or if any real property shall be devised to a person who hns not atlained the nge of Twenty'five (25) years nt Ihe dnte of my death, then such shnre or property shnll immedintely vest in the beneficinry, bul notwilhstanding the provisions herein, my Personnl Representntive acting as Trustee shall retain possession of the share or property in trust for the benericinry until the beneficinry atlnins the age of Twenty-five (25), using so much of the net income nnd principal of the share or properly ns my Personal Representative deems necessnry to provide for the proper support, medical care, and education of the beneficiary, taking into consideration to the extent my Personal Representative deems advisable any other income or resources of the beneficinry or his or her parents known to my Personal Representative. Any income not so paid or applied shall be accumulnted and ndded to principal. The beneficinry's share or property shall be paid over, distributed and conveyed to the beneficiary upon atlaining age Twenty-five (25), or if he or she shall sooner die, to his or her personal representlltives, Whenever my Personal Represenlntive determines it npproprlnte to pay IIny money for the bendlt of n beneficillry for whom n lrust is crenled hereunder, Ihen the IImounts shnll be paid out hy my Personnl Representntive in such of the following ways as my Personal Representative deems best: (I) directly 10 the beaeficiary; (2) to the legaliy appoinled guardilln of the beneficiary; (3) to some relative or friend for the care, supporland educntion of the beneficinry; (4) by my Personal Representative using such amounts directiy for the benericinry's cnre, support and education. My Personnl Representative ns trustee shllll have with respect to ench share or property so retained all the powers IInd discretions conferred upon It ns Personnl Representative, ITEM IX Trustee's Discretion in Makin!! Pnvments to a Person Under A!!e Twentv-Flve, Incomoetent, or Incnoacitated Person, In case the income or princlplIl payment under any trust crented hereunder or nny shnre thereof shllll become paynble to a person under the age of Twenty-five (25), or to n person under legnl disllbility, or 10 n person not ndjudicated iaeompetent, but who, by reason of illness or menial or physical disability, Is, in the opinion of my Trustee unable properly to administer such amounts, then such amounts shall be paid out by my Trustee in such of the following ways liS my Trustee deems best: (I) directly to Paf?lC 4 the beneficiary; (2) to the legally appointed guard Inn of thc hcncficinry; (3) to somc rellltlvc or friend for the cnre, support and cducntion of thc hencficinry; (4) hy my Trustce using such amounts directly for the hcneficinry's cnre, supportnnd eduentlon, ITEM X Discretion Granted to Personnl Representative in I~eferenee to Tnx Mnlters. My Personnl Representative as the fiducinry of my estnte shnll hnve the discretion, but shall not be required when alloentlng receipts of my estate hetween income nnd principnl, to mnke adjustments In the rights of any beneficiaries, or among the principalnnd income accounts to compensate for the consequences of nny tax decision or election, or of any investment or administrative decision, that my Personnl Representmlve believes hns hnd the effect, directly or indirectly, of preferring one beneficiary or group of beneficinrles over others; provided, however, my Personal Representative shall not exercise Its discretion in n mnnner which would cause the loss or reduction of the maritnl dcductlon ns mny be herein provided. In determining the state or fedcral estate and income tax liabilities of my estate, my Pcrsonlll Representative shall hnvc discretion to select the valuation date nnd to dctcrmine whether any or all of the nllowable administration cxpcnses In my estate shnll be used ns statc or federal cstate tax dcductions or ns statc or fcdcral Income tnx deductions, ITEM XI Discretion in Trustee to Termlnntc Small Trustnnd Distribute to Incomc Beneficiarv. If at any time any trust creatcd hcreunder has n fair market vnlue as determined by my Trustee of Fifteen Thousand ($15,000,00) Dollars or less. my Trustee, in Its nbsolute discretion If it determines thnt it is uneconomical to continue such trust, may termlnnte such trust and distribute the trust property to the person or persons then entitled to receive or have the benefit of the income therefrom or the legnl represcntntlve of such person. If there is morc than one income beneficinry, my Trustee shnll mnke such distribution to such income bcneficlarles in the proportion In which they arc bcncrielnrles or if no proportion Is designated In equnl shnres to such beneficiaries, ITEM XII Definition of Children, For purposes of this Will, "children" menns the lawful blood descendants In the first degree of the parent designated; and "issue" nnd "descendants" menn the lawful blood descendants In any degree of the ancestor designated; provided, however, that if a person has been adopted, thm pcrson shall bc considered n child of such ndopting parent and such adopted child nnd his or her issuc shall bc considered ns issue of the adopting parent or parents and of anyone who Is by blood or adoption an ancestor of the adopting parent or either of the ndopting pnrents. The terms "child," "chlldrcn," "issue," "descendant" and "dcsccndants" or those terms preceded by the tcrms "living" or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after thc denth of such pnrent, Pa~ 5 The term "per stirpes" liS used herein has the Identiclll meaning liS the term "taking by representation" as defined In the Pennsylvanln Probate Code, ITEM XIII Definition of Words Relutinl! to the luternul Revenue Code, As used herein, the words "gross estate," "adjusted gross estute," "lllxuble estute," "unified credit," "state dellth tax credit," "maximum maritlll deduction," "maritlll dcductlun," "puss," und nny uther word or words which frum the context In which It or thcy ure used refer to the Internlll Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate, For pnrposes of this Will, my "lIvallable generation- skipping transfer exemptlon"lIIeans the gcneratlon,skipping transfer tllX exemption provided In section 2631 of the Internal Revenue Code of 1986, as amended, In effect at the time of my death reduced by the aggregate of (I) the amount, if any, of my exemption II110eated to lifetime transfers of mine by me or by operation of law, and (2) the amount, If any, I have specifically allocated to other property of my gross estate for federal estllte tllX purposes, For purposes of this Will If at the time of my death I have made gifts with an Inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet n1ed a return, it shall be deemed that my generatlon-skipplng transfer exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the transfer(s) from generation-sklpplng transfer tax, Reference to Sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM XV ITEM XIV Simultaneous Death Provision Presuminl! Beneficiarv Predeceases Testatrix, If any benefieiary and I should die under such circumstances as would make It doubtful whether the beneficiary or I dicd first, then It shull be conclusively presumcd for the purposes of this Will that the beneficiary prcdeceused me, Payment of Funcral Exoenses and Exoenses of Last Illness of Income Beneficiarv, On the death of any person entitled to income or support from any Trust hereunder, my Trustee is authorized to pay the funeral expenses and the expenses of the last illness of such person from the principal of the Trust from which sueh person was entitled to income or support. ITEM XVI Soendthrlft Provision, Except as otherwise provided herein, all payments of principal and income payable, or to become payable, to the beneficiary of any trust crellted hereunder shall not be subJect to antlcipatlon,lIsslgnment, pledge, sale or transfer in any mllnner, nor Pa~ 6 COMMONWEALTH OF PENNSYLVANIA DAUPHIN S5: COUNTY OF 00M8Wl1Gll'Nm We,Jean L.Lockard,and Diane F.. Grissinqer and Mark R. Parthemer , the Testatrix and the witnesses, respectively, whose names ore signed to the attached or foregoing instrument, being first dilly sworn, do hercby declnre to the undersigned authority that the Testatrix signed and executed the Instrument ns her Last Will and that she hnd signed willingly (or willingly directed another to sign for hcr), and that she executed it as her free and voluntllry IIct for the purposes therein expressed, and that ench of the witnesses, In the presence nnd hearing of the Testatrix, signed the Will as witness and to the best of our knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~9-tl1.M 'rf.., ~Q'.l AG Jean L, Lockard, Testatrix - " !, . v u rt j. -a.aUYlC',,,,J Diane E. Grissinger, Witness Mark ..I~' ,~ , ~ .....-.....:..-- " .. - ~ - ~-r:: ;....- "'.'-,' f:-- ... . . . { -- "-- ~'...- . R./Parthemer , Witness /' Subscribed, sworn to, and acknowledged before me by Jean L. Lockard, the Testatrix and subscribed and sworn to before me by Diane E. Grissinqer and Mark R. Parthemer , witnesses, this 22nd day of March, 1995. o::;;;.,J a ./Ltd.,. (Senl) Notnry Public for Pennsyl nia NOTA!!IA\. SCAt SARAH E, f.!'f't.',:','(,: '+',1, Pllhll~ My'Cornrlll:,~I';n ~Xil",),.ll'C, 13, '~96 Harrlsburg,l'A Duuplun counlv Pageltl -" -........ ".. - -- - -- - ..- .... ----..- _.- --- 0_., ~'. ,"-..-- ..-- -~'-''-'''-'---- --_ ~_'._._ ._._. _. _ ___ ._ __ __._ _~.~ __ _ ...._ __~ '_4 _ _ _ __ _ _ __ D AA 082591 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .IV-U.I..'...., ~~} RECEIVED FROM, i ACN ASSESSMENT Ii' CONTROL 1;1 NUMBER AMOUNT 6NYDER DONN L 3115 N FRONT ST POBOX 741 HARRISBURG, PA 17108-074J 101 . I '" ,oocr;oo ,,'OIDI111' 66N 196-J4-7669 (fIRSTI IMI) REMARKS 'iU-2:i DONN L 6NYDER ESQ m TOTAL AMOUNT PAID $12,000.00 (' , . vz y. /' . I' RECEIVED BY I ;/r,,,I, l. ;"/',,<1...1 ,JI V j 1 SIGNATURE 1.- . ',.: .' \. ,"/ !.- U ul.;I.: .J- MARY C. LEWIS . " i REGISTER OF WILLS ' SEAL CHECKlI J23 REGISTER OF WILLS ---~------_._-------- ------ -- -- --- - -- ---.---------------- fi"! ~#;. , . I tJ,' ~. r . ,,t -~ . _.- _-..---.:-.-........-..-..-AR _ _,~ --.':- . . , \. CAB H P L E P 0 C R C K 0 K P S R~. tlOOq,"-(T.841 I S - 7 G .. 1(,) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS CO"~Pf!:t.\W~\'lf,pofli,'1:'Il'br'NI' ttAA nu,R6~k~'i'~ h..oeo I o E C E D E N T DECEDENT'! NAME (LAST, flAST, "'",0 '-'IDOLE INITIAL) LOCKARD J ~:AN I.. FILE NUMBER fOR DATESOF DEATH AntR "/U/ltl CttECKH[RE IF A SPOUSAL E- COUNTY CODE 1995-00905 SOCIAL IIECURITYHUMUER 196,14-7669 OAT[ or HI"". 12/22/192/. O[ClnnW6 COMPLETE ADOAESS 58 D~:VONSIII R~: SQUARE M~:CIIANICSIlUIlG, I'A 17055 OAT[ or D(Altt 11/11/1995 COO," CUMIlEIlIAND (Ir- AN'LICADlCISUAVlV1NQ tiPOUS['5N"'M[ ILA!lT,f-mSI ANO UIOOl( INITIAl) SOCIAL SLCUIIlrYNUMD[R X I, O'lglnol Rolurn 4. Umllod EOIolo YEAR NUMOER 2. Supplomonlal Aolum 41. Futuro InlOlDSI Co~romlso (lor dalos 01 doath allOl 12.. 12"'02) [ID 6. Docodonl Dlod Tos'olo 0 7. Docodonl Mlllnlolnod a Uvlng Trusl Anach co 01 Will Anach II co 01 Trust AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: AMOUNT R[CEIVEOIS[[ INSTRUCTIONS) 0.00 Romaindor Rolum (10' dolos 01 doalh prior 10 12-13-82) FodOfBI Eatalo Tax Aulum Roqulrod Tola' Numbor 01 Solo DopoBlI BakOS COUPL[f[ MAllINQ ADDRESS 0'. ) . "11 1l0SWELL SNYDER T1NTNER & PICCOLA 315 N. FRONT ST. IIARRISIlURG PA 17108-07'11 None 22,956.07 None None 259,392.23 None 121 ,1118.50 R E C A P I T U L A T I o N (9) (10) C P o 0 NAME R N R 0 MARK R, PARTIIEMER ES UIRE E E 5 N TELEPHONE NUMBER - T 717 236,9377 I, Rolli Esla" (SChodulo A) (I) 2. Slacks and Bonds (SChodulo B) (2) 3. Closoly Hold SlackJPollnorshlp InlOlosl (SChodulo C) (3) 4. Morlgogos and Nolos Rocolvoblo (SChodulo D) (4) 5. Cosh, Bank Dopos/Is & Mlscollonoous Porsonlll PrOpOfty (SCh. E) (5) B. JolnUy Ownod Proporty (SChodulo F) (0) 7, TIOns'ora (SChodulo G) (SChodulo l) (7) B. TollII Gro.. Assols (10111I Unos 1-7) till. funoral Exponsos, AdmnlstraUvo Costs, Mlscollanoous Exponsoo (SChodulo H) 10. DobIS, MOlIgsgo Uablllll09, Uons (SChodulo I) II, TollII DoductIons (10111I Unos 9 & 10) 12. Nol Valuo 01 Eolalo (Uno 0 minus Uno 1 I) 13. Chllllloblo and GovOfnrnonl1ll Boquosls (SChodulo J) 14. Not Valuo Sub oct 10 Tax Uno 12 minus Uno 13 15. Spouslll Trans'"", (lor dalos 01 doolh aNOf B-30-04) 500 Insuucllons lor Appllcablo Porconlago on pogo 2. (Includo VIllU09 tram SChodulo K or SChodulo M,) lB. Amounl 0' Uno Hlaxsblo al6% rolo (Includo vllluos Irom SChodulo K or SChodulo M.l 17. Amount 01 Uno 1411l)(a~o at 15% laID (Includo VIllU09 Irom SChodulo K or SChodulo M.) lB. Prlnclpllllax duo (Add lax Irom Uno 15, 10 and 17.) U.CrodUa/Sp POVDrty Pllor Pavmonts Discount 0.00+ 12,000.00 + 631.58 20. II Uno 191s groolOf Ihsn Uno 1B, onlor Iho dlllOfOnco on Uno 20. This Is 1110 OVERPAYMENT, ~ D ICheck her..' you are requlISUng. r.tund 0' your overpayment I 21. It Uno 181a gloalOf than Uno 10, onlor tho dlllofonco on Uno 21. This Is tho TAX DUE. A. Enlor tho Intofosl on lho balanco duo on Uno 21A. B. Enlol tho total 01 Uno 21 and 21A on Uno 216. This 101ho BALANCE DUE. Make Check Pa able to: Re Isler d' Wills A ent ~ ~ BE SURE TO ANSWER AU. QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Und" p.nAIlI" at p"J"r)'. I d.clA,. IhA,1 hAw. ..Am.n.d 'h'. n'ufn. .ntkldlngutamp.n)'lng .th.dul" And .1'I.m.nl.. And 10 'h' b..1 of m, .no.....l.dg. And b....I.III.tru.. 'ou.tIAnd compl.I..1 clArelh.,.II, .1..lal. hu bnn rep(lIl.d Allru. mll..I....lu.. OeclArlllon Df pllpA'" Dlhtt 'hAn Ih. p.flDnllnp"..nlltllt'" bAUd on .Illnla,m.han 01 whith p"pttlt hu. awl.dg.. (15) (IB) T A X C o M P U T A T I o N (17) o 5. ~B. 51,493.32 '. , 260.94 0.00 X (B) (ll) (12) (13) t4 . 3',8,012.54 X ,00. 0.00 X ,15' Inlorosl (lB) (19) (20) (21) (2IA) (2IB) DONN I.. SNYDER 315 N. FRONT ST. ilAlilii iiIiiii\c;" pi;" i'ii6il':67i.'i'..."'" -"" - -" -, 1l0SWELI. SNYDEIl T1NTNEIl [, PICCOUl 315 N, FRONT ST. iiA-Rlii s"IiiiRC;" j'A. - i'ii6il':67i. 'i"" -"""""" -", CapY'lght!t! IIHJ4lDfm .011......,. ont,CPS,II.m'.lne. , [~ .. ,j ,.03,766.80 55,754.26 348,012,54 348 012.54 0.00 20,880.75 0.00 20,880.75 12 , 631. 58 0,00 8,249,17 0.00 8,2',9.17 DATE R-3}:1b DATE g~I"~b Fo,m 1500 IR.v.1....) .....-. ..- -,. ..,..... . ... A~ 1#48 Q~ 1994 provides for the reduction 01 the tax rates Imposed on the net value 01 translers to or lor the use 01 the spouse. The rates as prescribed by the statute will be: .3% (.03) will be applicable for estates 01 decedents dying on or alter 7/f/94 and belore 1/f/96 .2% (.02) will be applicable lor estates 01 decedents dying on or alter 1/1/96 and belore 1/1/97 .1% (.01) will be applicable for estateB 01 decedents dying on or aller 1/1/97 and belore 1/1/98 . Spousal translers occurring on or alter 1/1/98 will be exempt Irom Inheritance tax, PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent mike. t,ansfer and: a. retain the Use or income 01 the property transferred.. . . . . . . . . . . . . . . . . . . . . . . . . . . . b. retain the rtght to designate who shall use the property t,ansferr.d Of Its Income. . . . . . . . . . . . . . . . . . . . . . c. retain a rev.rslonary lnterestior . .. . . . .. .. .. .. . . .. . . .. . . . . .....,. .. . . . . .. . .. . . d. receive the promselor life of either payments, benefits or care? . . , . . . . . . , . . . . . . . , . . . . . . . . . , . Z. If death occurred on or before December t2. 1982. did decedent within two year. preceding death transfer property without receiving adequate conslderalkm? It death occurred after December t2. 1982. did decedent transler property within one year of death without recllvlng adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . . . . . . . , . . 3. Old decedent own an 'In trust for' bank account at his 0' 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. Copyrlghl (c) 1"4 tOfm ~ftWI" onty CPSYlllrnt, Inc. FOfm 1500 IRw. 7.14) x x X X X X ~lA' nOJtl. (4.16) CO"\~\l\l~c\It,~,WhY'"" ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER 1995-00905 JF~N L, LOCKARD ssg 196,14,7669 11/11/1995 olnll -own.d with RI hi 01 Survlvorohl mUll be dllclol.d on Sch.dul. F.) DESCRIPTION 400 BhnroB DEAN Wll"ER ACCOUNT NO, 410035127 - STOCK OPTIONS - NOVELL INC, 17,375 VALUE AT DATE OF DEATH 6,950.00 2 215 Bhnros DEAN WIliER ACCOUNT NO, 410035127 MUTUAL 12,0'_ 2,588.60 FUNDS - DEAN WITl'ER CLOBAL DIV CROIITH 3 442 Bhnres DEAN WITl'ER ACCOUNT NO. 410035127 - MUTUAL 11_ .3'_ 6,338.28 FUND - DEAN WITl'ER EUROPEAN CROIITH 4 641 BhareB DEAN WITl'ER ACCOUNT NO, 410035127 - MUTUAL 8,35 5,352,35 FUND ' TCW/DW NORTH AHER COVI'. INC, TR 5 226 Bharea DEAN WITl'ER ACCOUNT NO. 410035127 - MUTUAL 7.625 1,723.25 FUND ' TCW/DW TERM TRUST 2000 6 1 ohnreB DEAN WITTER ACCOUNT NO. 410035127 . BLACKROCK 3.59 3.59 STRATEGIC TERM TR TOTAL (Also Inti' on line 2. R.ca ilulatlon) (If mor. spaclls needed, Insert additional sheets 01 same size,) Copyrl'llhl(C) 1994 101m IOltW.,. on/)' CPSYllerm,lnc. S 22 956,07 FOIm 1500 SchedlH 8 (Rn. 4.16) R~, ..04 [1 . (2-17/ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY CO"~"\l\gl!m{\'w..wiIMhY'"" ESTATE OF Pleas. Print or T FILE NUMBER 1995-00905 JEAN L. LOCKARD ssg 196-14-7669 11/11/1995 (All ro 0 ITEM NUMBER 1 11 12 13 14 15 16 17 olnll -ownod wllh RI ht 01 Survlvor.hl mu.t bo dl.c1oud on Schodulo F) DESCRIPTION AUTOMOBILE - CASH RECEIVED FROM SALE VALUE AT DATE OF DEATH 10,000,00 2 1995 PA INCOME TAX REFUND 6'.4.01 3 CASH - REFUND - DOliN PAYMENT ON REAL ESTATE 51,654.00 660.00 4 CASH 1995 FEDERAL INCOME TAX REFUND 5 DAUPHIN DEPOSIT BANK ACCOUNT CHECKING ACCOUNT NO. 0010640819 101,120,52 6 DAUPHIN DEPOS1T BANK ACCOUNT SAVINGS ACCOUNT NO, 0056105665 4,224,94 7 DEAN II1TTER ACCOUNT NO, 410035127 - MONEY MARKET ACCOUNT 89,810,10 8 USAA INSURANCE REFUND 367.66 9 USAA INSURANCE REFUND 169.66 10 USAA INSURANCE - REFUND 92.59 IIELLESLEY LEASE INCOME L,P, - THIRD QUARTER CASH DISTRIBUTION MATCHBOOK COVERS CASH RECEIVED FROM SALE 37.50 15.25 MATCHBOOK COVERS CASH RECEIVED FROM SALE 13.75 MATCHBOOK COVERS CASH RECEIVED FROM SALE 9.75 SIIANN GALLERIES, INC. - CASH RECEIVED FROM AUCTION SALE 10 McNEIL 11 - LIMITED PARTNERSHIP 277 ,50 295.00 10 IIELLESELY LEASE L, p, - LIMITED PARTNERSHIP 0.00 TOTAL (Also enl., on lint 5. RKa kutatlon) (4nach addrtional8 112' xlI- .hoots W maro .pacol. ..odod.) Cop)/rlghl (c) 19'4 'orm aollWlt. ont)' CPSYllems. rile. S 259 392,23 Form 1500 ~chedulll E (Rev,Z.17) RQI' "'OEl+IZ,I7l cO"I'''/m~c\\,~MbYANIA ESTATE OF SCHEDULE G TRANSFERS Please P,lnt ot T . FILE NUMBER 1995-00905 JEAN L, LOCKARD SSO 196-14,7669 11/11/1995 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE OUESTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER r.I~~=I~I:-d:::~~.:~:r:ri:~':~H . OF ASSET .'.INT. DECEDENT INTEREST 1 DEAN \lIITER ' IRA . ACCOUNT 0,00 95,962,00 95.962.00 NO, 410 035223 003 2 NORTIlBROOK ANNUITY - DEAN 0.00 25,1.56.50 25.456.50 IUTI'ER - POLlCY NO, 55091'.9432 TOTAL (Also onler on 1m. 7, RecIPhulallon) 121 418.50 (If more space is needed, Insert Idditk>nal she.ls 01 same size.) Copyrlghl (c111904 form IOlIw',. onty CPSy.teml, Inc. Form 1500 Schedule G (Rev, 2.17) Rgl- 1111 EY. I ('7-18) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Print or T . FILE NUMBER 1995-00905 co"rN\l\~~~{\~MhY'NIA ESTATE OF JF.AN L. LOCKARD SS 196,1'.. 7669 11 11 1995 ITEM DESCRIPTION NUMBER A. Fun.,al Explnl.11 1 MYERS-HARNER ~llNERAI. HOM~:. INC, . FUNERAL BII.I. AMOUNT 6,515.00 B. Admlnlltr.tlv. COil" P.rsonal R.pres.ntatlve Convnlsslons Social S.eurlty Numbor 01 Plrsonal R.pr.senlaUva: Y.a, Conmlsslons paid 20,000.00 t. 2. Attorney FilS BOSI/ELL SNYDER 15,000.00 3. Family E..mpllon Clalmanl Address 01 Claimant at decedent's death Stre.' Address City Stale Zip Cod. R.latlonshlp 4. Probate Fees RogiBtor of l/i11s 31/1,00 C, Mllc.l1anlOul Exp.nltSI AMERITECH 31.15 122.70 31,31 13.00 500.00 55.88 87,99 70.91 8 751. 38 S 51 493.32 1 2 BELL ATLANTIC PHONE BILL 3 BELL ATLANTIC PHONE BILL 4 BOSI/ELL SNYDER TINTNER & PICCOLA REIMBURSEMENT OF POSTAGE 5 BOSI/ELL SNYDER TIN1'NER & PICCOLA MISCELLANEOUS COSTS AND ADVANCES 6 BOSI/ELL, SNYDER, TINTNER & PICCOLA - REIMBURSEMENT 7 CONSUMERS POI/ER GAS BILL 8 CONSUMERS POI/ER GAS BILL MICHIGAN PROPERTY Total of Continuation Schodulo(s) TOTAL (Also enler on line 9, Aeca itulaHon) (II mora .ple. I. n..d.d. InlOrt additional .hootl olaam. 1111.) Copyrlghl Ie) 1994 fOlm IOllw.r. ant)' CPS,.lems,lnc, Form 1500 Schedw. H(Rw. 7-18) R~. 1I"El.II.13) CO"~N~l~\~fbw~V~/bl'ANIA ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES ANO LIENS Pl.... Print 01 T . FILE NUMBER 1995.00905 JF~N L, LOCKARD SSO 196.14.7669 11/11/1995 ITEM NUMBER 1 DESCRIPTION BOSWELL, SNDYER. TINTNER & PICCOLA. ATTORNEY'S FEE PRIOR TO DEATH AMOUNT 500.00 2 LARRY SAPELAK - INTEREST PAYMENT 1,500.00 3 LARRY SAPELAK INTEREST PAYMENT 1,500.00 4 HcKONLY & ASBURY , FEES DUE PRIOR TO DEATH 125.00 5 NILA HILLER . CLEAN HOUSE PRIOR TO SALE 114.1,8 6 PA AMERICAN WATER COMPANY . WATER BILL 21. 46 7 TRINDLE SPRINGS CHURCH . PLEDGE 500.00 TOTAL (Also .nl.r on line 10, R.ea ~ul.llon) (II more spaclls needed. Insert additional sheets of same size.) Copyrlghl{c) ,"" fDfm laflwlt.only CPSyatemt,lrc. S 4 260,9" form 1500 SctMdu..I(R..,. l.t3) RQi, '''JE~ + (2"1) CO"I1,\l\lrt{fl4\,wm~'N" ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 1995,00905 J ~:AN L. LOCKARD ITEM NUMBER SS, 19&.1'1.7&&9 11 11 1995 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1 A. Tillable aequests: DALE E, LOCKARD, JR. 140 BALL HILL ROAD MILFORD, NH 03055 Son 50l: OF RESIDUE 2 ELENORE LOCKARD McCORD 8742 WILLIAMS PORT DRIVE WHITE LAKE, MI 4838& Daughtor 50l: OF RESIDUE ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Cha,ilable and Governmental Baquests: TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also anter on line 13, Reca ~ulalion) (II more space is needed, Insert addijlonalsheets of same size.) Copyrlghl (c11994 form softw.,. only CPSYI,ems, Inc. $ 0,00 form 1500 SChedule J (R.....2-87) LAST WILL AND TESTAMENT OF JEAN I., LOCKAIW IntroductorvClause. I,Jean L, Lockard, a rcsldent of and domiciled In the Township of Hampden, Coumy of Cumberland and Commonwealth of Pcnnsylvania, dll hereb~ makc, publish and declare Ihls 10 be my Last Will and Tcslllmenl, hcrcby revoking all WIlls and Codicils at any lime hcrclofore made by mc. I have lWO living children: Dale E. Lockard, Jr. and Elenorc Jean Lockard McCord. ITEM I Direction to Pav Debts. I direclthat all my legally eaforccable deb Is, secured and unsecured, be paid as soon as praclicable after my denth, ITEM II Direction to Pav All Taxes from Residuary Estale, I direcl lhat all eSlate, inheritance, succession, death or similar taxes (exccpt generation-sklpping transfer taxes) assessed with respect to my eSlate herein disposed of, or any part thcrcof, or on any b~quest or devise conlalned In this my Last Will (which lerm wherever used herein shall Include any Codicil herelo), or on any insurancc upon my IIfc or on any properly hcld Jolnlly hy me with anothcr or on any trnnsfcr madc by mc during my Iifclimc or on nny othcr propcrly or Intcrcsts III properly includcd in my cslnlC for such tax purposcs he paid OUI of my rcsidunry cstate and shnll not be chnrgcd 10 or ngainsl any rccipIclIl, hCllcficiary. lfllnsfcrcc or owncr of any such propCrlY or intcrcsls in propcrty includcd In my cstatc for such tnx pnrposcs, ITEM III Gencrnl BCllucsl of Personnlnnd IIousehold EffeCls Wilh a Precntorv Mcmornndum, I give and bequcalh all my personalnnd household cffccts of cvery kind including hut not limited 10 furniture, uppliances, furnishings, plclures, silverware, china, glass, books,jewelry, wearing apparcl, aUlomobilcs, and other vchlcles, nnd nil policies of firc, hurglnry, properly damnge, and olhcr insurnnce on or in connection wilh the usc of this property, to my childrcn surviving me in approximnlcly cqual shnres; provldcd, howcvcr, lhe issuc of a dcccnsed child surviving mc shalllakc pcr stirpcs thc shnrc Ihcir parcnt \\'onld havc lakcn . ,~. . . hlld hc or shc survivcd mc. If my issuc dn nolllgrcc Wlhc division of Ihc propCrly IImollg thcmsclvcs, my Pcrsolllll Rcprcscnlntlyc shnllmllkc such divisionlllllongthcm, thc dccisioll of my Pcrsonnll~cpresenllllive to be in 1111 rcspects bindillgupon my issuc. I rcquest thllt my Personnl Representlltivc IInd my issuc nhidc by IIny memorllndum hy mc directingthc disposition of this property or nny pllrt thcrcof, This rcqucst is preclllory IInd not mnndntory, If nny beneficillry hercundcr is n minor, my Pcrsonlll Rcprcscntativc mny distribute such minor's sharc to such minor or for sllch minor's usc to any pcrson with whom such minor is residing or who hns the cllre or control of such minor without further responsibility and the receipt of the person to whom It is distributed shnll be a complete discharge of my Personnl Representntlve. The cost of packing and shipping such property shaH be charged against myestnte ns nn expense of ndminlstration, ITEM IV Outrll!ht Gift of All Propertv to Children. Continl!ent Gift to Named Beneficinrv. I give, devise and bequeath all the rest, residue nnd remnlnder of my property of evcry kind nnd description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of this Will, absolutely In fee simple to my surviving children in equal shares, provided, howevcr, the then living issue of a deceased child of mine shall take per stirpes the share their parent would have taken had he or she survived me. Upon the death of any beneficiary without issue, his or her pro rata share shall become part of the trust estate being administered for the surviving beneficiary. Should the last surviving beneficiary die without issue prior to final distribution of principal, the trust shall terminate and any remaining principal and accumulated interest shaH be paid to the following persons and entity, per capita, in the proportions indicated: (a) To great nephew, ROBERT \3, ALLISON, of Wilmington, Delawnre, twenty-fivc (25%) pcrcent; (h) To my niccc, MARTHA LOWER MULLIS. of \3cavcrllla, Oregon, thirty-fivc (35%) pcrcc/II; (c) To my sistcr, MARTHA McCURDY (Mrs, Kenneth McCurdy), of Altoonn, Pcnnsylvania, thirty (30%) pcrcelll; nnd (d) To TRINDLE SPRING LUTHERAN CHURCH, of Mechanlcsburg, Pennsylvnnia, ten (10%) percent. Paf.?: 2 -- , ITEM V Namin!! thc Pcrsonal Rcprcscntativc, Pcrsonal Rcprcscntatlvc Succcssion, Persoaal I{eorescntativc's Fccs and Othcr Mattcrs. Thc provisions for naming thc Pcrsonal Reprcscntativc, Pcrsonal Rcprcscntativc succcssion, Pcrsonal Rcprcscntatlvc's fccs and othcr mattcrs arc sct forth bclow: (I) Naming an IndividualPcrsonal Rcprcscntativc, I hcrchy nominatc,constltutc, and appoint as Pcrsonal Rcpresentative of this my Last Will and Tcstamcnt Donn L. Snydcr, Esquire and direct that he shall serve without bond, (2) Naming Individual Succcssor or Substitute Personal Reprcsentative. If my individual Personal Representative should fail to qualify as Personal Representative hereunder, or for any reason should cease to act in such capacity, the succcssor or substitute Personal Representative who shall also serve without bond shall be Maronetta F. Miller. (3) Fee Schedule for Individual Personal Representative, For Its services as Personal Representative, my individual Personal Representative shall receive reasonable eompensatlon for the services rendered and reimbursement for reasonable expenses, ITEM VI Definition of Personal Representative, Whenevcr the word "Personal Representative" or any modlfyiag or substituted pronoun therefor is used in this my Will, such words and respective pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative named herein and to any successor or substitute Personal Representative acting hcreundcr, and such successor or substitute Personal Representative shall posscss all the rights, powers and duties, authority and responsibility coaferred upoa thc Pcrsonal Rcprcsentativc originally named hcrein, ITEM VII Powcrs for Pcrsonal Rcprcscntativc ami Trustcc, By way of illustrution and not of limitation and in addition to any inhcrent, implicd or statutory powcrs gruntcd to Pcrsonal Representativcs and Trustccs gcncTIIlly, my Personal Rcprcsenllltivc and Trustee is specifically authorized and empowcred with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with rcspectto, continue any busincss of mine, convey, convcrt, deal with, disposc of, cnter into, cxchange, hold, improve, incorporate any busincss of minc, invcst,leasc, managc, mortgage, grant and cxercise options with respcctto, take possession of, pledgc, rcceive, relcase, repair, sell, sue for, to make dislrihutions or divisions in cash or In kind or partly in cach without regnrd to Pa~ 3 thc Incomc \lIlt bnsis of such nsscl, nnd in generul, to cltcrcise nil the powers in the mnnngemcnt of my Estnte which nny individunl conld e~crcisc in the mnnngement of similnr propcrtyowned in his or hcr own right, upon such terms nnd conditions ns to my Personal Rcprcsentativc and Trustee may secm best, nnd to e~ecute and deliver nny nnd nil instruments and to do nil acts which my Personnl I{epresentative nnd Trustce mny deem propcr or necessary to carry out the purposcs of this my Will, withoul bcing limltcd in any way by thc specific grunts of power made, nnd without thc neccssity of a court order. ITEM VIII Provision for Personal Rcorescntativc to Act ns Trustec for Beneficiarv Undcr Agc Twenty-Five, If any share or property hereunder becomes distributable to a beneficiary who has not attained the age of Twenty,five (25) ycars or if any real property shall be devised to a person who has not attained the age of Twenty-five (25) years at the date of my death, then such share or property shall immediately vest in the bcneficiary, but notwithstanding the provisions herein, my Personal Representative acting as Trustee shaH retain possession of the sharc or property in trust for the beneficiary until the beneficiary attains the age of Twenty-five (25), using so much of the net income and principal of the share or property as my Personal Representative deems necessary to provide for the proper support, medical care, and education of the beneficiary, tnking into consideration to the extent my Personal Representative deems advisable any other income or resources of the beneficiary or his or her parents known to my Personal Representative. Any income not so paid or applied shaH be accumulated and added to principal, The beneficiary's share or property shaH be paid oyer, distributed and conveyed to the beneficiary upon attaining age Twenty-five (25), or if he or she shaH sooner die, to his or her personal representatives, Whenever my Personal Representative determines it appropriate to pay any money for the benefit of a beneficiary for whom a trust is created hereunder, then the amounts shaH be paid out by my Personal Representative in such of the foHowing ways as my Personal Reprcsentativc dcems best: (I) directly to thc beneficiary; (2) to the IcgnHy appointed guardian of thc beneficiary; (3) to somc relutive or friend for the care, support and education of the bcneficinry; (4) by my Pcrsonal Rcprcsenllltivc using such nmounts dircctly for thc bencficiary's cnre, support and cducntion, My Personnl Representative us trustee shnll huvc with respect to eneh shnrc or propcrty so relllincd all thc powers and discretions conferrcd upon it as Personal Rcprescntativc. ITEM IX Trustcc's Discrction in Making Pnvmcnts to n Pcrson Undcr Age Twcnty,!'ive. Incompctent. or Incaoacltatcd Pcrson, In case the income or principal payment under any trust created hereundcr or any sharc thereof shaH become payablc to a person under the age of Twenty-fivc (25), or to a person undcr legal disability, or to n person not adjudicated incompetent, but who, by reason of illness or mental or physicnl disability, is, in the opinion of my Trustce IInable properly to administcr sllch nmounts, thcn such nmounts shull be paid out by my Trustce in sueh of the foHowing ways as my Trustce decms bcst: (I) directly to Pa~ 4 -_.,- the henericlury; (2) to the legally appOiUlCd gllurdluuof Ihe heneridury; (:I) III SOllie relutlve or friend for the cure, support and cducullon of the heuericlury; (4) hy my Trustee using such IImounts directly for lhe heneficlury's care. support IInd educatiou, ITEM X DIscre ion Grauled 0 Personnl Re resentntive ill Reference to Tnx Ml tel's. My Personul Representutive us Ihe fiduciury of my eslule shull huve Ihe discrelion. bul shull not be required wheuulloculing recelpls of my eslule belween income nnd principnl, 10 muke adjustments in the righlS of allY beneficiaries, or umong the principal and income accounls to compensute for the consequeuces of any ta" decision or eleclion, or of any investment or admlnistralive decision, thaI my Personal Represenlative believes has had Ihe effecl, direclly or indireclly, of preferring one beneficiary or group of beneficiaries over olhers; provided. however, my Pcrsonal Represenlalive shall nol e"crcisc 115 discrclion in a manner which would cause the loss or reduclion of the marilal deduclion as may be herein providcd. In delermlnlng thc slatc or fedeml eslate and income ta" liabililies of my estale, my Pcrsonal Representative shall have discrelion 10 selecl Ihc valuation dule and lO delermine whelher any or ull of the ullowuble udminislralion e"penses in my estale shnll be used us slale or federul eslnte tlU deduelions or us s\llle or federal income IU" deduclions, ITEM XI Discrelion in Trustee 0 Termina e S lull Tr Isl IIld Dis ri utc olnco le Benefici If ut uny lime any trusl crenled hereunder has a fair murkel value as delermined by my Trustee of Fifteen Thousand ($15.000.00) Dollars or less, my Trustee, in lis absolute discretion if il determines lhut il is uneconomical to continue such Irusl, muy terminalc such trust IInd distribule Ihe uust properly 10 Ihe person or pcrsons Ihen entitled 10 receive or have Ihe bcnefil of Ihe Income Ihcrefrom or Ihe legal representalive of such person. If Ihere is more Ihan one income beneficiary. my Truslee shull make such dlslribulion 10 such income beneficluJ'ies in Ihe proportion in which lhey arc heneficiaries or If no proportion is deslgnutcd in equul shnrcs lO sllch beneficluries, ITEM XII Definilion of Children, For pllrposcS of Ihis Will, "children" menns Ihe Inwful blood descendunls in the firsl degree of lhe parenl designuled; und "issue" und "descendunts" mean Ihe luwful blood descendanls in uny degree of the unceslor designnted; provided, however, Ihul if u person has been adopted, thul person shnll be considered u ehild of such adopling parenl IInd such adopled child and his or hcr issue shull he considered us issue of Ihe adopling parcnl or purellls and of anyone who is by blood or udoplion an aneeslor of the ado pIing parenl or eilher of Ihe udopling purenls, The lerms "child," "children," "isslle," "descendulll" und "descendunts" or Ihose terms preceded by Ihe terms "living" or "lhen living" shull Include Ihe lawful blood descendulII in the first degree of the purenl dcsignuted even Ihough such desccndunl is born ufter Ihe death of such parent. I'a~ 5 rUt. n.., _..v-(:''',!ij'." ,->~ Thc Icrm "pcr sllrpcs" ns uscd hcrcln hns thc Idcnllcnl mcnnlngns Ihc Icrm "Inking by rcprcscnllllion" ns dcfincd in Ihc Pcnnsylvnnln PrnbnlC Colic. ITEM XIII Definition of Words nehlllnl! to the Intcrnal ncvcnuc Codc. As uscd hcrein, lhe words "gross estntc," "udJusted gross eSlllle," "lIIxuhle cSlnle," "unlned credit," "stule dcnth lax credit," "maximum marltnl deduction," "mnrltal deduclion," "pass," und uny olher word or words which from the context in which it or they arc used refer 10 Ihe Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "nvailnble generntlon, skipping trnnsfer exemption" means the generatlon-skipping trnnsfcr tax exemplion provided in section 2631 of Ihe Internal Revenue Code of 1986, as nmcnded, In effect al the time of my dealh reduced by the aggregate of (I) Ihe amount, If any, of my exemption allocated to Iifetlme trnnsfers of mine by me or by operntlon of law, and (2) the amount, If any. I have specifically allocated to other property of my gross estate for federnl estale tax purposes, For purposes of this Will If at the time of my denth I have made gifts with an Inclusion ratio of greater than zero for which the gift tax return due date has not expired (Including extensions) and I have not yet filed a return, it shall be deemed that my genernllon-sklpplng transfer exemption has been allocated 10 Ihese transfers to the extent necessary (and possible) to exempt the trnnsfer(s) from generntlon-skipplng transfer tax, Reference to Sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. ITEM XIV Simultaneous Death Provision Presuminl! Beneficinrv Predeceases Teslatrix. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for Ihe purposes of this Will that the beneficinry predcccnsed mc. ITE1\1 XV Pavmcnt of Funcral EXllcnscs nnd Expenses of Last IIlncss of Income Bcneficiurv. On the dcath of any person entitled to incomc or supporl from uny Trust hereunder, my Trustee Is authorized to pay the funerul expenses and the cxpenses of the Instlllness of such person from the principal of Ihe Trust from which such person was entitled to income or support. ITEM XVI Spendthrift Provision. Exceplns otherwise provided hcrcln,all pnyments of principal and Incomc pnyable, or to become paynble,to the bencficlary of uny lrust crenled hercunder shall nOI be subject to nntlcipntion,nssignmenl, pledge, salc or trnnsfer In nllY mnnncr, nor Pa~ 6 . . . ~:lY~:'''.;.~: shnllnny bcncliclnry hnve Ihc powcr 10 nnllcipnlc or cncllmbcr slIch hllcrcst, nor 5hnll such Intercst, while in thc possession of my Iiducinry hercunder, hc IInhlc for, or sUbJect to, the debts, contrnels, obllgnlions, Jinbllilies or lorls of IIny hcncliclnry, Testimonium Clnuse. IN WITNESS WHEREOF,I hnvc hcrcunto set my IllIlId nnd affixed my seal this 22nd dny of Mnreh, 1995. >~ I\A ~.~Q~~L) JEAN L. LOCKARD ~ ,(I ,h' . ' v' :/;'1w c' '-v.uu./}.~e.J .:.- ~:::""-2 ....v.-r'" -- /-:('.;'''-- '.~~~'" r.... .0("".......__ ,/ of J.t{A_1..<..~/j,u'l' .pI! /hN ,j. .'. /~-/ ," f Attestation Clause. The foregoing Will was this .22ncJ:Iay of March, 1995, signed, scaled, published and declared by the Testatrix as and for her Last Will and Testament in our presence, and we, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. of Pngcll COMMONWEALTH OF PENNSYLVANIA DAUPHIN SS: COUNTY OF ~"UMnlMt"ltNfll We,JennL.Locknrd,nnd Diane P.. Grissinqer IInd Mark H. Parthemer , the Teslatrix and lhe witnesses, respectively, whose 1II1mes lire signed to the attnched or foregoing instrument, being first duly sworn, do hereby declnre to the undersigned authorlly that the Testatrix signed and executed the inslrument as her Lnsl Will and that she hlld signed willingly (or willingly directed anolher to sign for her), and that she execuled II as her free and volunlary ncl for the purposes lherein expressed, and lhat each of the witnesses, in the presence and hearing of the Testatrix, signed lhe Will as witness and to the best of our knowledge the Testatrix was at thnt time eighteen years of age or older, of sound mind, and under no constraint or undue Influence. ~~ d!... ~1Zl A<J Jean L. Lockard, Testatrix ' f1t'1I . ,to"" /1 ' , 1 1/1/7/)1.1.-/ CL 'IU/Ua.aUYli!1b<-/ Diane E. Grissinger. Witness ,1 -, 4-?_~<, _,~ . ~ " .__:.0v....__ Parthemer , Witness Subscribed, sworn to, and acknowledged before me by J enn L, Locknrd, the Teslntrix and subscribed and sworn to before me by Diane E. Grissinqer and Mark R. Parthemer ,witnesses, this 22nd day of March, 1995. .'>.-1.-< ~-f, f ,t2f1;t'~d" I (Senl) Notary Public for'Pcnnsylvnnia NOT""; 'I <,(i-l SAnA!' r. I.I'~',"::' ..,:. ,..; ''''~!'I' PUtl!1C h L, ',..,. ,., 1"90 My' CcrnHl'~,~i'':'t ~:)'I"I;,):i ""( '_' ,Jf ,"" H(mlsbuI\J. h\ f)::;t:P! o:n 1..0ull,y PngeH! 0 0 '" 0 (D In 0 .... N \0 N M . , . . . ....OJ 0 0 N (D (D N Ill::! In .... In (D M In ....... '" CIl "l' In M M {!.~ . . . . . . \0 N In N \Q In M N ..,. ..,. ... ..,. ..,. lit In 0 0 0 0 OJ ... 0 "l' "l' In III M 0 0 M M 0 . . . . .... ... .... N "l' (D U .... .... .... .. 0 Itl ~I In '" o N M ... H . 0 0 ... 0 .... .... u ... .... .... f>o In 0 m~ ~ 0 ....... .... . ~ 1Il.... "l'H ~~ > 0'" ~ U III 0 0 0 0 0 0 0 U kOJ 0 0 In 0 0 0 0 I'C OJ k 0 .... N 0 0 0 0 ~~ , . . . U 0 0 \0 Itl N \0 .... U 0 .... .... "l' N "l' 0 0 I'C l2;\j.l "l' CIl N "l' N \0 0 0 . . . 0 N 0 M M ... 0 .... III 0 N n . . ... .d ... CIl III ~ In M n ..,. .... 0 0 ~ ..,. ~ 0 0 0 .. >0 N ~ .. OJ OJ 'tl .d Gl ::! l:: In l:: ~ ... l:: U .... ~ OJ III III l:: III t' 'tl 0 e u III > .... k .... .... III .... > ~ E-t k III ... ... e .... OJ III l:: , Gl c:l l:: ~ ~ ::! U III ~ III .<: 0 l:: ~ .... Gl OJ III U ~~ III IJ. E-t l2; III U .... .Q 0 U I'C OJ III 0 k ~ i!i > k .... ::! c:l .... .... .... j ~ ~ ... ~ 11 III ... ~ ... OJ 0 u t': ~ ~ U 0 0 III l2; I'C c:l c:l E-t E-t E-t ( THE JER f. .1M HOMES, INC. 4315 VENDOR ID: PAYEE: TilE ESTATE OF JEAN L. LOCKARD CIIECK NO: 4315 DATE: 06/19/96 MEMO: RETURN 0.' OOWN PAYMENT UNIT 8 UOCOVINA COUNTRYSIDE CONDOMINIUM HOliES 8454 STRADA COURT WIIlTE LAKE, III 48386 CHECK TOTAL: """*"""""""""*"""$49.500.00 4315 FORTY NINE AMOUNT ..*....$49,500.00 THE ESTATE OF JEAN 11'001, HSII' l:oHooo:l21:.1: 22ooBHSI,S:lII' /JM HOMES, INC. .flOOR 10: PAYEE: TilE ESTATE OF JEAN L. LOCKARD 4316 DATE: 06/19/96 4316 REIMBURSEMENT FOR PURCIIASES UNIT 8 BOCOVINA COUNTRYSIDE CONDOMINIUM 1I0MES 8454 STRADA COURT WlIlTE LAKE,MI 48386 CIIECK NO: MEMO: CIIECK TOTAL:..*....**$l,654.00 4316 'I.'." :.:;",:~,;,;.....-,; ~,.:,"!"., ';:'~tlr .NBD'BANK N.". . ",' ." . ~ ~~ ~;f..,,,,,~ f';:;!~~11!.lJNlQN'COMMERCE OFnCE.673 SHY.LO CUSTOM' HOMES'~INC~~I~~')i\M;.t"::;'~'~Ill~~Ofll~MI48382 1097 UNION LAKE ROAll ".::",1. .\"l~'''''~;! '11~.'(!.!J'~~'~~"'~'~':~' ..\ . . WHITELAKE MI48386 ....,..,~.;I...,,~..., ,;.lI,'fr'.".,'...... .,.:9.32/720 I . t"'...\," ;!'."i 1\1'.' ~ J....~.....,., . .."..... 'f 0,1-," Y '. I" " ,. ...\1, '., " t..,:t.")_~w\o~r-...:."NI.J ~,)~f"''' ~~;~of:''':' ,. . ,..... _.I~"'-:~ ,I""., ,W"':'l:," :':"H;.~" l~ ~ ~it.:.~fi1" ONE THOUSAND SIX: llv.@ii.P:'~ t v >I.. .l'. ;:.\. "DATE ': ".;';}i;;.~\~Sl ' fi:\.~.'{J6t19/96 . ,."Ai"," -"fiI'.?~ " ~.'?;...,,, .1~~~.~\....r:'~lr~1 ,,~\'J...~";'~" '. J'~""'" " t'.:')l: .( .. __',.iI\ . OTHE . . ..,.,.../ >..,'~' ..~.(.~ .~.r...;.,.,.'~ I> '~'.!. '" _. ..~r~ _".J,,)' ROER ,: '.7' ,'>;1.< If\''f~'''t1''V.:.:5\', I' t" \ ,~ : " . ...,......~ .'" -"1'" .' , '" :\.,' "l ." r..{".hro .14" ,.( ,. '. '., ,t.., TilE ESTATE OF JEAN ..li;::.~9~;f~:~~~~-i~;~:.~'\;...;~., :~~J7~~ . ":'!'~'" :'.~.N'''I:'~~....\~'(,...r.t.I~:t>.,.~::....~'..:,;._. . . 1 ,\. 'I: '\.t ~7::t ' ~,.... ~J~ t:,l!J ......, .a.rM,' ...-,!.. /. , ...."._~~.'I.")"..,f!_,.,!~, ',.,.', . .. ~ h~' . .... r ~... ,.~.. ,~(f."'.':'<'0h .j , MJ~fll1 TURE '" .\...... ..f:'; "1 ,.~'.t.)., t ' H'" . . . " '~.ro,..t'io..'l""'t.W3;.r-~,if' I",,,,.~,~..t':ytf ';':'~I.. AMOUNT ..**$1,654.00 11'001,:1 ~I:.II' I:O? 2000 :121;1: 2200:1 ~:1 ~ 51, 5 :\11' \ . .. a 0 .. lfI Z 0 ~ 0 ::l . .. lfI "- 0 w rr ,. ~ UI '" 0 ~ '" IX '" ~ tlO . ~l 0- x . 'il ... c( . ~ d t- . e tlO ... 0 I'l > 0 lfI ~~:ll".'~ N 0- "- c( NlfI .J ...0 M tD :: II. 11' - J '" . :lot . 0 - lfI c( U . J ... II. 0 - 0 , .J..: N , t'l -: tlO c( N " '" ... ClO .0: t'l .. , :: N-O: 0 L11 II. '^ : N 0- ..J 0- : ... 0 0 UI N= I L11 .. "- a ... . ... c( 0-: c 0 J D. .J ..: u ... tD ... o "'"=OLLl .... ~ x ,.., :cna ... 11' ll. ....::w : at- .. . : a:Q:cnc ':.:' 0 ..: lJJe Q. N 0- := a~1- ~ '" -: )-uZC.D .. '" :ZOOO: L11 '" .... to: cn.Ja::t 0- I . "-113 0 -4'=........ en 0 N ...-: ZM 0 ... I : zz IX -0 .- Z<I.na:: 0 0- o w.... < 0 ... c..,t"):c 0 ':.:' . = r1'l ~ r1'l 0 r\J " ~ -, .,. '" . DDACLOSING WITHDRAWA~ NON.NEGOTIABLE OATE I 9-\ ~ 19 $~Ll..9..Y AMOUNT to'H "Th~v=w:\~() \-\..rA reel \')...J~ ~ rrOI' (-+- QtOhlJrJtt:f"R5 ='""' .:r ~,o"'o < ~ ,~"..oo, TITLE 4 IGNAT R D Dauphin DeDoslt Bank . ondlMtC6mpony . ' 1)1)(.\ r';l os 1. NG 120595 10:~9:~~ 0001 3729 0111 062 03 S'I~9~ Q2 ACC! 56\(15665 All CLOSING Alii 4.224.94 no INI 2.52 CUSTOMER'S COpy Bas DDA CLOSING WITHDRAWAL I ACCOUNTNUIlBER I NON.NEGOTIABLE OATE L~{5 l~~S 101 I~O 5~. ~::~~~::E Cl- ~~v J! = " ~'t D Daup~~~= Bank ,'. . ',t '"1 1 '\i:'.l':j 1.\ t I CI.l.IS'lt-lG \q:4U:~9 0001 3729 0111 061 OJ S)1495 02 H'6401l19 AI1 CLUSING Alii 101.120.52 dO INI 17~,2~ CUSTOMeR'S COpy ex) II I'- '" o:j- '" . ~ C'? ~ l"- I'- '" ,., C> 0 II o:j- 0 II ... II III .... II '" '" II u. '" II w III a: N .. Z :a: 0 00: - w ... n: z 0.. W . > = Ul w r:tI ,., III III I '" ,.. >- Ul '" .... r:tI '" )( III ... '" 02" III 0 0 0 Q ... W 0 a: Q Z ~ :I: <0 .. I"- w 02" rn W ,., 0- a: I- 0 :I: 0 ~ .... 02" 0 n 0 0 n 0 0 .- n 0 ~ .:r Q ~ ... a: ... q ... 6 ... :ll .. Z 0 u 6 a: ~ UJ 0 Z . 5l -' 0 = ~ r:tI ~ 0 -' t'- UJ . i!:. z ~ .:r C> g rn z q '" t'- 0 ~ w a J .., 0 5 n. III ~'" ... ..T .. . cn~ z = ::><g 0 ~ . z 't.11~ t; 0 0: W/~ u. !~ USAA .' STATEMENT rL-, 1080 USAA NUMBER 00460 87 63 110 ~ USAA IIBOO Frodarlckoburg Rood Son Antonio. Taxoo 7B2BB 1088 110 -- EST OF JEAN L LOCKARD 8454 STRADA CT WHITE LAKE HI 48386-4394 TO REPORT A CLAIM, CALL 1-000-631-0222 TO CHANGE A POLICY OR ORDER ONE I-BOO-831-8111 fOR DILLING QUESTIONS. CALL I -Boo-831-0088 ".", '4" . .f......',.,:..... ;', ., '. ."' ~'i ',~-..' ,i~1MONTIILY ACfrVITY It. - '''''',. .... ,..~... . M . OALANCE ON LAST STATEMENT PAYMENT-THANK YOU REfUND CHECK ISSUED USAA AUTO POLICY 7102 D INACTIVE: AUTO POLICY CANCELLATION CREDIT OIVIDENO MCCA ASSESSMENT PREMIUM 02-03-1800 02-23-1800 01-2D-1800 01-20-1800 01-20-1880 $ 146.18 142.18CR 108.BO ACCOUNT BALANCE AS Of 02-23-1880 134,80CR 12.74CR 28.3BCR .00 $ fFECTlVE DATE , " . '7' ", . '" \- -"". ~ "to . ,-",', ., "_ ,: ", :~;',:;;.",POLtCIB.S~'BBINO 'BILLED ~ ".;,~~~1~';~:~;';;1i.{~r~jr~~:~~~1;~~~':,~~~~":f~.: ,;~;::~'" PAYMENT PLAN OPTIONS BALANCE' REllULAR PLAN EXTENDED PLAN 10-23-1886 USAA AUTO POLICY 7102 8 INACTIVE, AUTO TOTALS $ $ .00 $ ,00 $ .OD .00 $ .00 $ ,00 JUR REfUND CHECK IS ATTACHED. !LOW D , OB 7 2 ~ AA' 5067772 USAA 9800 Fredericksburg Road San AnlonJo.TClU 78288 DATE 02-23-1996 USAA NUMBeR 00456 97 53 ".ONE HUNDRED SIXTY NINl! AND 66/100 DOLLARS TIm ORDHR OP esT OF JEAN L LOCKARD ~.*."*169.66 I 1 NA IIONAI. DANK SAN AN10NJO, TeXAS 4/).~. lI'000501:.???2I1' .:UI,OOOOCj:lI: o ~ 028528511' UJ:J:J:IIIJ:J:J[IJ:I.IIIJ:III)[....I)[I~O ~ to '<::t ..-l N N P:l ~ ~ : ItI ItI wo "''' D <... ::3, 0< VI Q..' 0 C "'w~ Q. <<(.",~ OJ ... :.: .... ;:) , ~ E ::: U:::a:l VI~ CVlIIl 0 "'~ ..JZU tJ '" <: Wo 0 0... ... Z~ gj ..J>Z OJ ...< W< '" "'. !il ZC::: " <0 <<( ',U ~ a.'" 0 Wa:lw ~ "')1tI:1: >. .0 '" C'~ i5 '" W~ ':jj ...is 0 ~ ....0 ... ~ ~~ >< ..JU ~ " ~ i3 g ~ G ~ ... 0( g '" , " ~ ~ii~ 1;:'''' _Via ut., ~~>! ~cH~ ~2.8 . = co- n.I ... ...., Q ... Q Q co- .. Q 111 111 M.J Q Q ... ... Q .. ~ oJ t..lI ..r ... M.J n.J ~ 00' 1tIl/\ . . ~~ ... ~., C " " -' :~: ,; '. " ..~ o;r C\J 1Il M !Hl ,- Ill" :Il~ ~ \..;, ........ IA ~ ~ . . ~ 25 'J (j ~ t'- ! if! - rnrn ~ .. :l::l:ci:;j U ~ ct~a:., 33~:t _;tlCQ ~~6 ~ ~~~~ 'l-b i~~ .dl t 5~~~ ';::R > "'rn > t> i J6~ 0 . ; t I' . ~:r;:i.JUISYWi Ii , ~I, (\J r' 0 '., CD iI, M ;d n ., " I' ., .. .. Ii ~! 01 :Ii; ~. , ~ ~ i' 1; I' ,f Ii ~ ,~ ~ ,I \. ,~ :i >, .' >' " :l ,\-,: ~ N .....'i ""I '-..J III ( . ~ :: /] e.J ~ 1II111 ~~d ~~i6 Imii , N N N r-- r-- .... -=;t -=;t ... 0 ..- .-i ,- U1 0 ..- 0 ~ t.D 0 .., .... t.D ::; .... ot N 0 (J) ~ <Ii ... !!! ~ a: . w ~ ..J .. ;i .::s ~ LJI ~ ~ U1 Z . , en <t "10 ... ~ ~N III 0 Ul !.i .-i U1 c ... tlI .-i 0 ,'0 .-i U1 , , g'a.. , ~ r1'I .. .. r1'I . ~!i~ r\J " lJ1 ....' t'- il~ ~ >- CD 0 Od ..:I' Ell . ..:I. 0 ~r' " 0 ,." A 0 '" ... 0 0 '': .... 0 Ell .... .-l .... ... r\J Q ... .... U1 0 A 0 ~ 0 U1 ... en r\J ... 15 0 co 0 N > .. ... z W en lJl .., ~ 0 en 0 co r\J >< ..., U1 0 W.~o Eo< Eo< co t'- en U1 _ <J)O "" 1>:'" oJ <'l ... a: 5~ w ClP ... 0 0 r- Wl\l~ > 1>:0.... 0 r- .-i r- ..J~" W ::lUX u .-i ... N ..J a: lJl tlI 0 .-i (/) <( 0 UF( . ~ ~ ~ .... .-i <!> g >- 0 oow Z ~~ W ..:l;2~ W I>: U ..:l Z z 0 . Eo<..:I 0 F( lJl W <( "" ..:llJl ...:l Ul II: Eo< P W ll< F( s: II: ""...Eo< , Z F( 0 Ul F(U1.... ...:l 0 I>: Eo< 0 W...:X: ... 0 :.: z ~ ..,co~ "" Eo< 0 U P F( U Eo< W 0 . UJa: W ~ P tl ~ ~~~ ." .., F( "'Cou::u. no...cO -. A Settlement Statement '!L!.rpeotll>>n u S o.p.f1nwd of Uou.k1g aodUrt.r1DeY I Ot.ADtlo :lOO2.()2'G,S , I:1r..., "or..... ,eoc-,..... I' ,......... ~- --r'-..;;-"'-"-;;.;;c;.;;;;;;;; --.- .. (IVA I Oconw.N 95..$153 CNola Thii"llm . WinoiilIiliilw.liiJlliiii;WlOilt- - - 1oliiiJIi'Nin - ~i,iihiWiii -- .~=t::a~~hlkM~"~""~,"'Pt~"'~~~"~''''' r~ NJ:I, .GMll ~'4~'uc.oN...::rJllur.il.T&1: or'iWT~' k.uOI. II....1lP'M .-- U UWEOf OORROWER: Darrell D. Diodato LlvlnQ Troal t A(X)n[51 3CiO norul~d. Cour..!!y_ of Da~.lln, ILulnburlJl 1'~J!_Ll~____~___._____ [. N.wC or Slum; "MIl I.. l.ockard I AUOlI[U 58 Oavofl!:hho ~I~, County of nm.JCrlald, Hoch;mlcnWf9.L!'^ 11055 -- r _ NAMi or luaR: Colonial IIIUD, Inc. Pt>.nnlon l'lan AOOI1US. GholllJ1lJ~ P^ - .---.- o NIOf'[RIV ADOn[U: 58 Devoruahl fO Gflullre, Cowtly or turlxtr Inuel, HPcI",nlcGlAlrQ, I'A 1"O~5 ._- It UlllrMWIAQtHII Stuart J. H.lqduJI!, r.squhe "AC[ or SEnUMmll 134 still! Avcnoo, llunmblowu, I'A 17036 - I 5l.nU"'[H1 DAlE: 30/31/9~ -- . J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY or SELLERS TRMSAClION i ,., Gn6~SAMOUNTDUEFROM80RR~R .., OROSS AMOUNT DUE 10 SELLER: , .., ~~.....JII'Icti 11~,OOO.OO .01. c.........pnc. 115,000.00 I .. -.-. .. .- .., ~PrOJ*I1 .01. p.,.-'~1t1 , .. --- .., S.~~~Io~(b 1100) 4 lSO.DO '" ... .... .. ~.u .. ". AdJu,lmtnlllor IIemI r*d by"'" In ~1t'IC. ~'m.n,.blWM ....,In..tvlll'lC1l ----- .00 a,oo\ownlalM '00, a,o"-nIuM lor. c..-.II'M 30/31/95" I2I31/9~ 69.90 .01. Count.-IIIM 10/31/9~.. I2I31/9~ 69.90 '01. "',..",..,.. '01. At'M'''*''- ... """""'N 10/31/95.. 06/30/96 I 150.42 '00, .........N 10/31/9~to 06/30/96 : 150.42 "' "',~OIJ. 30/31/95 to 10/3119~ 2,63 410. At,otItllMOIIM 10/31/9~" 10/31/9~ 2.63 ~!!.~ 30/31/9~" 12131/9~ 66.58 41t. ..... 30/31/9~ to 32131/9~ 66,58 "' .tl. UO, ~~ROSS MlOUNT DUE FROM BORROWER 180 447.~3 ." GROSS AMOUNT DUE TO SELLER: 176 289.~3 ~___ MlOUNTS PAlO BY OR ON BEHAlF OF BORROWER .... REDUCTIONS IN#JrAOUNT DUE 10 SELLER 201. 0tp0t.........1 5 000.00 ..., E.tft' Ot9oI'I'H bWdlonl' '" PmtW~,,___ 160.000.00 .... -- 1o.._ChI 12 489.00 '" fJ;....'*'C..W.III.~1o .." E..tnalolllC.III\MlubtKtlo ~. l..,NYoII'~ 76427.76 ..., rlroft"r"'I~L_ 103.713,37 .. Ibltidn Dttxralt au.. , Tlu:Jl C '" .... . "s-wJ Uorlo." I.... I '" .... , - I '" . h. .. .... , '" ... I ~_s.."._C"'dl u_______ 500.00 500.00 .... C'''^''oClM' ... AdIu,menll klt 11em. unDeld by...,.. MklltrnCIflI, lor 1I00000n. UIPIId by.... I ?IO _C_'!~tAl" &10. Ctrl\owlllllH ~~.~IuH 511. ~lIl.' .. 111. "".II~ - 611. At""~ .?!L._.. '" -- .. _?.l.!_.__ .. 511. ..-- -- .. m ----+ 611. ". 61e, .. '" rill. - ---- '" OIl , '" '" , 89 012.24 116,102.3! I '" tOlAlPNOOV~ORBORR~R '" lOMl REDUCTION AMOUUI DUE SElLER .~ CASU AT SEnLEMENT FROM OR 10 DCRHOWEU llW. CASlt AT SEnlEMENI 10 OR FROM SELLER .. _ ~~f441.5J 11~!.5J I lO. O""..............,.Inn~(.,..I~' .." Q,....-w..,.ta..'-'C....OOl I ~?- l".~,.ld"'Itor~(...mJ 09,012.24 "" l...'todwdm...-..cs.....'-C....U'Ol 11~,~ i I lOl ~~IJ rnai UOOHQWER ..-?l!J.'~~ .., CASII TO :a:J.I.t:R ~9 !.81.16 sotICIIAIIO" ,,-.,.1't.M~ tDt;:jlde 51~'!:--~l"r!.'~' ......)_c...l..~.I..'., =~:::=;;.t,~l:'~...~r...,,"'-'p.,,~liI..~:"~t'~L..,.r., ~pMlI''''lA'' ~IC~hl -"** OII.....IaI..--.t..,..'Wllk.III,.'..~'I(II_~. ,U', .~... _ _ _ _u rL..&l NH-: '''-_5,''"'-', .J'O.A /.~.'/'Q It.. ."...,...t""'~NdhDbdl E.O.'ll.IOdOO'l.....OIC'-"" ......01...'.. .,1..._..... 'OJ.nd'GI,lt "'.....u...... tr.a."",.tnn.nd ill '-'0 '",n...""'1lolf..lnl.r",'f1...~ .role. rwll....wo..,lol....Itlllln,......Io,;.oc.'..n..tCllUlh....''''............"I"...''''......,IN' 11.-....... 'P<)o"-.J"'NI~"...,...lft ....................,...__'..""'... IlrV.<<.I.llltMl US ~"Nllt.,q", Of' llOlA..,Na'UllnA..I.:Vllut'Ulfll ,..,........ .....IU _ GETllEMENT STATEMEUr f'N1U IolllllloAUnaWtClfI --------------.-----~ 1'"III,no... " '1"- 101.... ~~~I1I.CXMoIIUI:)H_~~"':.~~!_~ ._~_I.~;~;oo~,"~iiO'r-_1~~~~OO--= hf)JUU)WI"' 1"".....d_~~lh'OOI"....- fUUlllA' WI f _~l~~O.OO III ~_(.!!~!!!l~..-Jt!!! ----=-__~..=.=.._..__-_~-== Sltlllt.allll 11I1' __ 5,O!.O.OO III "..J11~~...nJ_________..__ __u__ __ ___.______ '\1) c-.......,.r-W..s.m.-. __J~t!~~..~' I ~ll IlI!"Sf';\'A,.[~CO..'.CIIOUWlTll'm... -=__~=.~-==-~-=.=-~=~=~~...::.....=_ =.=-=---=--=. ____._ 11111 tN"()~~lIIr.!!..-._ 0.000,," -..-_._._.___.___.____._....u. ____.._____ ____.__ __~._.._._ 11111 1..."fN~-" 0.000,. till ~...;~;;;------ .-:~===__===__=__=___==~.=_~_~~:~~~~~_= ------. ==--== IlO4 ~~!1_'!?1__ 1O!l.1~.,,,,,pIdaIII',, ~Jf, """:,!~,.,.,,.......,.. 110' .~U~..p...'" .~ .. '" '" Ql IlfU~!l[OU'llDD'I'l[lUn tOlJ[PAlDINN.1VNfCl, fIOl ......"1',.. .. al VO!. ""'1t.!,......".....Pt........ .. to) ,..""'Int.,,._Pt-'n1of .. r....I'nOLl IfI II ftS tI..."..., "''''''''''41 "'r ... "" IllXI 1l(S{"V[locro,II(DWlUtltHUm,OIl lOOI'ItI........"...:. -.0' 1001 ~.,."".,,_ -0' um Cl)Ptll(lllfyhlK -0' lOO4~""""""'"" -0' l~ ~".."......... -!l!._ 1100 ..!~lllCIWIO[1 1101~.~ I.. 1101Abt.,~..MltI~ 'IU) '11t...rM\ab llG1 IIIt"Wl_bhMr II~ Dut--' r..p.re""" _lll~_!~-.r'" I!O!~"I'" !~.oo.'I_No mil ~I~~"'_, - - - - - 1~'boo.I_No: L~,c.....f f?--.' eo.~. f to .Jack QlUJlQI 1W1lor' .. 0..1. to O1.1Urt oJ. K.qlJJo. F.aJUlro 1I05 " n.nt IImrJcan T1Uo Insunua::v UJtIIU1Y. nd:mJmnltA 100, 300 , B.I IW,OOO.oo l'l~,OOO.OO 8.00 !iOO.oo 1 125.00 "'" 1110 Illt 1111 1111 u..--........lf.. "J.wtuJ OtllUI' nuk1n 1100 OOVlIlNU[Ijf RCa>4tOtflJ AI<<) lfW~sr[n ClwtO[1 _If'Ol flKOl~'''' 0Hd115.00 l~' 20.00 In.....' 1??~_!!!...1..1.. 0Md'1,150.~~.1 . 1101 I,....I!I.~~._.__._ OHdf 1,1~!.2~L :~...!.___~_____.__.~._ ... 'M UOl "'OOlllOtlAL 5CflL(Iol[In awuJ[s 1)')1 1)'" .." 1,125.00 35.00 1,750.00. -___ ____...!,J.~.~, ... ,'^ ... ''''' ox. W!" 1'''I'''~~...tul to Ib,u-i\1rlJlw~(_. ......,.'",... to 1XX7\ .u~~.,~"., ~11IN!a>OI-,,;oj;-iXii\- I~)fl la ImJriiil.IIJmChfuW -'-~----"---'-' 10K to..lack GlllJhalll~ll.or .-.~~._..~~=:=-"-n_.iil:~~J.~~~.(Cv.:i~ i.~ ---!i)o.oO --~40-:OO ~---- --~.oo --- --- --~25.00 : 1'00 IUIN M:1!~~~~!!..~WlG{1 .__!!",..!!.~~.&e<I,-",J....t~l'~-'-~'!l.I\I..___. ___.. . _ __ _ ..~,~_~.OQ. ___I_~t.!~~..~ ......----,-,--~.~-.-,-~_.... ...-. ~rl "oo:J""I"I'I~''''''''IIII''''IK"'''"''''''''........-tawlI''''''-(.''''''''IIN,.,...,.".(,,,,,,"..1 I 1$.1l1lf....... "' """ ~et~ 1~"..UU".o.Iol.......,lrwl J"II ld.'d ~ ......,,""""'.'''''...,''',:..C~t6~'f'~~,- .......,.101 '" . -.-.- ----- - -- - - , .:= 'lEJ1"...........,~.... ~~.,. K'_" ..1......'.. "...000'... ......" ,....,... ,..~... W:~::_i' ~;';IJ~::-...~~rna..I.~..~-~:~~~.~~~l.::~'~-=::-~ .~~~:~-::....-I,~~-;'~,.:.I ~lk~ - - ,.......,.....".. .1....nr1 ~itl.....-.I ,.. eIeC... ... I.. II U S t;ode ",",u... ltlJI....t "-'\.... IOI(t 'IIY IItKJlll'M, 75,00 8.00 35.00 ~ o I&, ~ ~ o :;:~ :j %81 ~ "'en ~ I;IS H "'0 e~..:l~ I fLI ~ ..1~ f:!gj~en S Eo< fLI . oEo<I-JQ u~ U .. <~ ~ Q < I&, o en < ~ ~ ~ o u u < e '" .., '" CD '" e "" ltl '" '" ltl . . . . . o-tQl e o-t ltl '" CD o-t I<l P III "" .., CD CD '" "-'o-t ..... 'I' e '" '" o I<l , , , , , Eo<:> ..... .., CD o-t o-t N ID ~ ~ ~ ~ ~ ~ Q1le III III o ro- o-t . U III .. ltl '" ..... e o-t ..... o-t o-t :II :G o ID ..:l . III \D 0 0 0 0 (XI 0 ,... 'l:f'I CD o C) 0') 0 Q) " . .... ..... ~ N \0 ..... o-t .., o 000 0 o ,., 000 o U'l 000 , . . . .., ltl ID "" '" rot I"'l 0 I' IDe o-tlD " , ..... CD o-t '" .., ,l( "-' en .<: ij o ~ ~ en 'tl .<: .<: s:: +J ij -8 ~ o .... ,1;1. k > ~ r" .... Q 'tl o-t s:: I<l o-t 01 "-' I<l 'tl -a. .g ~ I<l o-t -.j U r" Q ~ ~ ~ Q Q Q e e . '" ID '" , ltl '" e ~ . i, I; I I' I ( I, i I ! ; I: II , I I, I m~ -.j . :>: III illig k Ole 01 k . ~I<le .<:e en '" Z.... o < o-t U . U s:: tl' H fLI "-' U 01 o-t 01 en 01 U. s:: I<l s:: -.j~~ k U P I<l U s:: 01 0 en::E; .. .. 01 01 P U o-t ; ~ o-t I<l ~J 1Il s:: P .<: 0 III U I<l U U < o-t o-t I<l I<l "-' "-' o 0 Eo< E-< !. , \, , ('. i , ..J . . ~.. DEAN WITTER REYNOLDS INC. ..""", 41000804 . VI III1RmSDUAD. PII . 935 FIRST UNION Nil nONAL DANK OF NORm CAROLINA CIIAPELltlLL. NC 2161' OAT[ 06/21/96 : ACCOUNT NUMOER 410-35223-0-03 -------..--------- - AMouNT*...S51.901.48.... ..-- -- PAY 10lltE onDUlo'r. ".' . 1'1'" . "<,,;,,,,;;';U:"'i, .,"!l,;l:!;l :."1 r.:j: (. ; "~:i~~,jl;:~1I1,11:!!tii . ',' r "0 , . 1 ',..!':~" I' ;- ! 1 '_ . . , ,. r ***Dale E. Lockard.*." 1. L . 11'.1, ~000801,1I' 1:05:1 ~o ~ SI:. ~I: 20 ?'i'i 2000 ~ HI:."' 2 T 04 Z OETACH THIS STUB BEFORE BANKING - DEAN WITTER REYNOLDS INC 00406-2 ' n__._._ .....~...... ...~_._.._._.........--_._......... . ...--,_...~_.._-_......-... __0"_-'-" ______... _._.0-' .-. .... .-...- .-.. '. ,-...-.. - ~.. DEAN WITTER REYNOLDS INC. ........., 41000803 VI HARRISBURO,PA 935 FIRST UNION NATIONAl. BANK OF NORm CAROUNII CHAPEL HILL. He 27514 . ". ...1 ~ DATE 06/21/96 ACCOUNT NUMOER 410;';35223-0-03 AMOUNT*.*51,901.48"'* ~ . I -; , . ..;' :~;~';:AWi!j!Hj PA Y 10 TltE onDtn or r *.*Elenore Lockard..* L 11'1, ~00080 :III' 2 T 04 Z U[TACtt THISS1UU UHOl\r UAlH.;U..G.- PlAN WlTllf~ HC'I'NOLtJS INC OUo10(> ;> . ' . '11- Northbrook Llle Insurance Company . - - A Mombor 01 tllO AI/slalo Group March 14, 1996 BOSWELL, 'SNYDER, TINTNER & PICCOLA TilE ESTATE OF JEAN L. LOCKARD P.O. BOX 741 HARRISBURG, PA 17108-0741 ATTN: MARONETTA F. MILLER Annuity No.: 550 914 9432 Re: Jean L. Lockard We have been requested to complete Internal Revenue Service (IRS) Form 712 with regard to the referenced contract. The purpose of Form 712 is to provide an estate or a donor with the value of a life insurance contract or with its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract). The contract referenced was an annuity contract, which is not reportable on IRS Form 712. The following information is provided regarding the value of the annuity and other data as of the date specified: Date of Death: 11/11/1995 Annuity Value. as of Date of Death: $25,456.50 Remaining Cost Basis: $15,000.00 Named Beneficiaries: Dale E. Lockard, Jr. Elenore Lockard McCord *The actual amount paid ~ differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions or need further assistance, please contact me at 1-800-654-2397. Sincerely, 154b Bill Dawson ~ Claims Representative cc: Dale E. Lockard, Jr. Elenore Lockard McCord II Northblook Lito Insurnnce Company. P.O. BoK 94040, Palatinu, Illinois 60094.4040 Tel.. '.800.654.2397 410/003 NlGI10 .. . Register of Wills of County, Pennsylvania CUMBEllJANl1 INVENTORY ESlslO 01 J F.AN L, UlCKIII\Il No, 1995-00905 also known as OSlo 01 Ooslh 11/11/1995 ,Oocoosod SoclnlSocu,lIyNo, 196-14-7669 DONN L. SNYDER, POfsonsl RoplOsonlallvo(s) ollho abovo Es'alo, docoasod. vOf11'( Ihal Iho lIoma appo81lng In Iho lollowlng Invonlory Include all 01 lhe pOfsonal assols whorovor sllualo Bnd all 0' tho real estato In tho Commonwoalth 01 Ponnsylvanla 01 said Oocodont, Ihal the valuation placod opposlto oach 110m 01 sold I"vanlary roproscnls Its lair valUD as ollho data ollha Docodont's doolht and thai Oocodonl ownod no loat oslelo outsldo ollho Convnonwoallh 01 Ponnsylvanla olCcoptlhal which appoars In I momorandum al tho and 01 this lnvontory. I /WO vorlty Ihallho al8tomonts mado In this I"vanlary ero lruo and corroel. IfWo undorBlsnd Ihat false staloments hOUK" DIU rTUldo 8ubJoct to tho ponnltlos of 18 Pa. C.S. 5octlon 4004 rotallog 10 unsworn talsifiCoUon to Buthorlllos. Namoot AlIomoy: DONN L. SNYDER ',0, No,: 06858 _.~~ tJy.J Slgnaturo: ~ ~ DONN L. SNYDER ~naIU'O: Add.o..: 315 N. FRONT ST, Addr...: 315 N. FRONT ST, IlARRISBURG, FA 17108-0741 Tolophono: 717/236-9377 HARRISBURG , PA 1710R - 0741 Tolophono: 717/236-9377 Onlod: 08/30/1996 OllllC,lplion Value Oll ,J " ~:.:: (See continuntlon pnge(s) "ttnched) I .;~.." L' (AlIach addlllonsl ahoolO 1I11ocosoary) Tolal: 281.269.39 NOTE: Tho Memorandum 01 roal oslolo outsldo tho COrrrnonwotlllh of Pennsylvania may. ollho olocllon of tho pOfsonal ropfOsonloUlJo, Includo Iho valuo 01 oDch Itom, but such ligUlas should nol be Qx1ondod Inlo tho 10101 011110 Invontory. PUpllld by thl rlnnlylvolnla Ou AIlOt.alian Cop'fllQhl (c) 1811l! form loll WI" o"'y CPSYIllm"lne. FOfm 'RW-7 (1ll91) "~I . . SWANN GALLERIES, INC. - GASH 277.50 RECEIVED FROM AUCTION SALE 10 WELLESELY LEASE L. P. LIMITED PARTNERSIllP ............... 597,50 STOCKS/LISTED: ................... 400 shares DEAN WITTER ACCOUNT NO. 6,950.00 410035127 - STOCK OPTIONS - NOVELL INC. 215 shares DEAN WITTER ACCOUNT NO. 2,588.60 410035127 - MUTUAL FUNDS - DEAN WITTER GLOBAL DIV GROWTII 442 shares DEAN WITTER ACCOUNT NO. 6.338.28 410035127 - MUTUAL FUND - DEAN WITTER EUROPEAN GROWTH 641 shares DEAN WITTER ACCOUNT NO. 5,352.35 410035127 - MUTUAL FUND - TCW/DW NORTH AllER GOVT. INC. TR 226 shares DEAN WITTER ACCOUNT NO. 1,723,25 410035127 - MUTUAL FUND - TCW/DW TERM TRUST 2000 1 shares DEAN WITTER ACCOUNT NO, 3.59 410035127 - BLACKROCK STRATEGIC TERM TR ................... 22,956.07 ...................... TOTAL RECEIPTS OF PRINCIPAL............... 281,269.39 -2- 0 0 '" 0 Cl) lt1 0 ... l'I ID l'I ,., . . . . . . .-lQ) 0 0 l'I Cl) Cl) l'I III ::l lI'l ... lt1 Cl) ,., lt1 4'... '" Cl) .... lI'l ,., ,., ~~ , , , , , , ID N lt1 N ID lI'l ,., l'I <It <It .... <It <It .... lI'l 0 0 0 0 Q) r- 0 .... .... lt1 III ,., 0 0 ,., ,., 0 . . . .-l r- ... N .... Cl) U ... ... ... 005417 . /. ." 005417 - ~} itA! 5" . J99/.. ,!- 10 J OC)() , ~~:' DOllAHS ......... 11'0051, ~711' 1:071,0000521: 2 ~lI'r.l. 2 :lBI:jIl' I , 061 . '. , co .... ~i .. 0 01 . "- ~ i Es , · Ii , ~~ " 8 -II !:i 0 -II ~ -II " II I~ -II -II .... e -II ,."~' an -II " ,l'; ,CD -II ..~'I ~ -II -II , ,0".: . ~ .; , ; '0. -II .".'.' Iw :~ 1;1" -II ," I~ ., rl i;:; i.,t~:~'~.";W ut ' ...., I w ..~.'h . ~ "// \ $}i. ,";<;"I~. , lif.", .,'''.' ~:'- ',~-'- ! . , ~-}( ~I I tit ~ \" f....f~.. 1 \r,\ . , = i cJl ( ",..! J 0 j "y cJl Z 01 ,.~~ .,' ...." 1tI is .. ...... '1/.", . Z .. .. ',..1 1tI ~ ~ e '" CD .. '" a: 01 9 ~ .. 0 H .. u - w '" Z rn ....-- 0 111 ~ .. -- Q 0 ::: .. z ~ lD a: :::J rn ~~ . "- In .. W 0 W In rn ~ u a: 0 :J ,.. 0 U "' I- > ... .... 0 III W :::J a:o< 0 :8 a: 1Ill1. 'L U. l- e cJl 0 00. IXf""\WUJ cJl w :a e <"'0:0: U Z ),tCOt-4:::J 1tI it < ~ uca:cm .. 0..,. V) CI) cJl .. '"Ii: lot ..JllOZu a: ~ l!I z "'0'" 1tI j-~. < 15 -'''''>2 cJl CD '1 ~ W< 0 ~ H ZZQ:Z: lot < <..J u . . a:l1. Wecow 0 g ~ .., "':I: >-, lot M Will: 12 =0 1->- a;a 1~~II~IIJmllll~lln 11111~11~IIJ"'m"'~ ~IIIIIII .... ~ M <l ~ il .. ~ d g z > @ " in d> \ u ;;; ~ -< .~~ 8=> . . ~~ "~~ ~~ <t 0. Est . ',.Ii:!:i';jj.'':,~~. ",' I ~ M I'l' . . I J i;: . it' !., I; i: ~ .. .' : I( aG~ 'I~~; 'j;.., \ :.i.'.' ;: I'.,i:;; t.D i5& ';,'. ,("" , '. .... li~ .,. ''Jldt:~'!~':''i"q:,. 'r!"'<". 0 e.~;' ',' ,".!I'.'I!I'I.il'liin:i.!\lI":llill:jlj!lli~ sat,., ' .:i;1~;.1 !,i: tHt~lq~;il,l!hif;ntlql;rn i;fi;' : ,'i;'i,!'W'H!I!!liiHi!i.,'!:i!!:1Ii!IIII!?_ i! ",;' .'dliill'I.I'IlII'I'I!'lllli:lil:l!HI'lh I ':.:' .' ',f,I It .'1 IJ' . "",.,' 1111 If .... .' . ~; en ~:i.:::li.l;Ji..I;.! ltl'I;;~!H'" ~~~~ ' ,.,.: ,~a:'il(I'I.:; 0:":' ti;,'II.iH'I'O" ;; " .' . ':' /'i :'1' $ i""""""'i'/.I'O ~'g= :::;:ii:i/:;ig 1'1l!!!Ii~ tiU:,;Uliill!I,!!B -;:I , t,..oc.> 'I: . '.' ll:!i'ru G~ ".0 '11'1'" ',', ", t'- . .',' I ;t!J";' 0 jl t ,,~...J Ij '11"1' t; ;lj"l"li r. ! ,::!I"'iItI~i5 f 'l,!d1..J..!J :iii,1f 11.11 i~ .:.,:;i;iilli'ilj';i: 1IIIIIil;~'Wjiijjl,ijli,i~'ijlll'l~ ,,<:;:ij,:! I!l:fil! i~:I! 111..ll~ ,I LE . ,:,~.a: ,! I!J i~ I,!!:, I I:! 'I':" o 1'1. <'II 'l"'U) Ij .' , zi:." :'f-il.li:.,.,;~.t II''': ~;:l'ljll;ffl!j; ,..:, w!l:! "00 , " W Ii I :IW ,~';;i;i~1 c: ) \ I . ~i::!i;'iF ,I :;"~:i!il/:~ ; cr, .' i j:~~g~" ..' i~II::':' ," i' " 'I '::1' lD m - co ijl o I .:i', .' '8::1 ' d' o ~ ',' r.' ;! Ul (J "' 7- lP" r.l~ . ;!'; I ~ . I . !: , .'.::::j;i1' ,.' . . :':;.ii!: . '.'t".., ',' "I';,' '" II I' I 'j' .., .,. : . ~ '11; Ii/! 11,:11 ~ . f :;\ " t e .. 0 11\ Z 0 0 ;:) .. 11\ "- 0 ... ~ti z ~ UJ '" 0 ~ '" 0: '" ~ llCI .. 0- )( .. 'II ... c .. c ~~~I I- .. 0 a llCI .. 6 ", > 0 11\ N 0- ""IA""~ ... of. ,.,,,. C NIn ..J ...0 ... cJI I :c Q. - IT '" . .r )ot . 0 11\ < u"": ... Q. 0..: .r , ..J..: 0 N , ","": llCI ..: N " '" ... co .0: ", .. , :c NO,: 0 111 Q. In : N 0- ..J 0- : ... 0 0 UJ N= I 111 .... .. ... . ... < 0"": .. 0 .r a. ..J ..: u ... cJI ~I~ ... c ": aw roo ca :c M ..: U)Q .,.. IT Q. "'-UJ .. : at- :lXlXcn-c 0 .0: we a.. ':.." N 0- := a:lr.Ct- ca '" -: >uZUJ .. '" :ZOOlX '" ,.. ''': U)-JCIl::I 111 0- I . "-CD 0 "4" :=..J..... '" 0 N .- .~ Z... ... I : zz 0: 0 \Q '- ZC&nD:: 0 0- 01.1."-< 0 .. o-,,..,:c 0 ':.." " r1"l ca r1"l 0 '" " I f I , . ," DDA CLOSING WITHDRAWAL I ACCOUNT NU".'" -, NON.NEGOTlABLE DATE 19.\ ~ 19~$ , AMOUNT ra'~'r \hi'...\~~\~,") \-\..nArt'(\ T'U~0~~\ r;OI'(-i-c..t~~RS AI~~~UNT~-~e ('>PO <:..r<::)\ DauPh~~c~:~~slt Bank ~IGNATUR~~____ ___ D ondTl\J$lCOmpony . ' I)L>A 120~"~ Al;(:1 c:; I t:J .'io' .1 N (:; IO:49:J4 0001 3/290111062 OJ 1 ~61(l5l.t..5 AM r.lOSltllJ AMI eLO IHI 2.52 I 49~1 ,)~I 1. :!2'\. 9" CUSTOMER'S COPY .... ____.. ___.T____n_. ___ Bll!! DDACLOSING WITHDRAWAL ~ .Ih, C 1~ $ NON.NEGOTIABLE I :::~:::: ~~~',:-J~C+:~~~C-D RECEIVED OF Dauphin Deposit Bank 000 TI\J$I Componv i" I . '~l I:I.US'J....G ,~:4U:~? 0001 37290111 061 OJ $11495 02 I "(,4\1l1l 'I All CLOSIHO AMI 101.120.52 1:10 11I1 114,21 CUSTOMER'S COPY 1 - I.'" .J~j 1.111 .a......__ ., co 0 r- '" '<T '" . ~ (V) I ,.. r- '" '" c:> 0 II '<T 0 0 ... II lfl .... II '" '" 0 LL '" 0 W lfl IX N <.l Z :II: 0 ct - w ... a: Z lL W ~ > L11 W '" VI ~ .' lfl I '" ,.. >- L11 lI' ... ~ '" )( lfl ... '" ~ VI 0 <> (,) c:> .... w a: 0 c:> z :> :I: '" .. .... W ... r1I W '" [J" a: .... 0 :I: C) :3 ... ... 0 0 0 0 l:j II 0 0 ,- 0 <> ':l c:> oJ '" a: m .... w 0- ct .... ci u. :,;: .. z 0 u g 0 a: 0 !.'i w 5 . 0 ..J = .. a: ... ~ 0 :i :; w ..J [00 U> i'.: ~ oJ Cl 0 Z r1I z 0- ct " is >- w z [00 ~ .. .., .. 0 5 a. "' ~"' ..J oJ .. . Ul~ Z = :>3 0 ~ . z 'hll-.? Ii; 0 W/~ IE ~. lJSAA ~, STATEMENT rL-, 110 ~ 1000 USAA NUMBER 00466 07 63 USAA 9800 FrodorlokBburg ROld Son Anlonlo. ToxaB 78288 -- 1000 110 TO REPORT A CLAIM, CALL I-BOO-83I-B222 TO CHANOE A POLICY OR ORDER ONE I-BOO-83I-BIII FOR BILLINO QUESTIONS. CALL I-BOO-831-80011 EST OF JEAN L LOCKARD 8454 STRADA CT WHITE LAKE HI 48386-4394 ,~o~m:v ACTIVITY BALANCE ON LAST STATEMENT PAYMENT-THANK YOU REFUND CHECK ISSUEO USAA AUTO POLICY 7102 I INACTIVE: AUTO POLICY CANCELLATION CREDIT OIVIDEND MCCA ASSESSMENT PREMIUM $ 146.IB 142,IIICR 160.611 134.66CR 12,74CR 26.36CR $ ,00 02-03-IID6 02-23-IID6 01-20-1006 01-20-10011 01-20-1006 ACCOUNT BALANCE AS OF 02-23-1006 POLICIES -BEINO 'BtLLBD PAYMENT PLAN OPTIONS BALANCE REGULAR PLAN EXTENDED PLAN EFFECTIVE DATE l . ',~" c" , l',' 10-23-1006 USAA AUTO POLICY 7102 I INACTiVE, AUTO TOTALS .00 .00 .00 .00 ,00 $ $ $ $ $ ,00 $ YOUR REFUND CHECK is ATTACHEO. '_'.I!.:'~J REFUND CHECK , 60B7772 ~ ~'::::i! SM' 5067772 USAA NUMBER 004S6 97 S3 USAA 9800 Fredericksburg Road San AnIoDlo.Texu 78288 DATE 02-23-1996 \y ".ONE HUNDRED SIXTY NINE AND 66/100 DOLLARS I TIIP. ORDP.R OP EST OF lEAN L LOCKARD ~*.**** 169.66 I "r N^T10NAL DANK SA.N ANTONIO. TeXAS ;L/). jj.~ 11'000501:.777211' I: HI,OOOOI:j:lI: o ~ 028528511' .. -. .-- .... ~EDERICKSBURG ROAD ~ A'~~ONIO, TEXAS 78288 CUECK NUMBER USAA NUMBER .' 00456 97 53 6267406 FOR OUESTlONS PLEASE CAll 1-800-631-Blll, FOREIGN lOCATIONS PLEASE CONTACT OUR POLICY SERVICE DEPARTMENT. DOl 0787710 JEAN L LOCKARD 6454 STRADA CT WHITE LAKE MI 46366-4394 SPECIAL AUTOMOBILE INSURANCE DIVIDEND This special dividend Is 15 percent of your eutomoblle premium for the one year period from 6/01/94 to 4/30/95, Please note that In order to comply with the applicable law. this dividend was calculated for all USAA members and associate members usln9 the same one year period. Therefore, It may not coincide with your policy renewal dates, but It was calculated based on a year's premium, lncomo Tu ImpUcltlon: This Ipocllt dividend dlllrlbutlon II nol consJdorod IUlblo incomo. Howover. If your premiuml qUllify .. · buslno.. OMpOnl8 for incomo IU purposes. you mlY' bo required to report it. Plollo consull your IIX IdvilOr. PREMIUM ON AUTO POLICIES DURING THE PERIOD 5/01/94 THROUGH 4/30/95..,............,................................$ 617.25 15.0% OF THE ABOVE PREMIUM,...........................,....,$ 92.59 DIVIDEND OM 13438 ~ 6267406 51.44 Ii9 ~ USM' CASH'RON"LY VOID .uT(A II "O~'HS 9800 FREOERICKSaURG ROAD SAN ANTONIO. TEXAS 78288 MEMBER NUMBER 00456 97 53 DATE 11 13 1995 PAY TO THE OROER OF: JElIN L LOCKlIRD $1*********92.59 Sh.wmul a.n... H.llford. CT FOR SPECIAL AUTO DIVIDEND 4/). ~. lI'OOOr,21:.71,01:.II'I:01oIoClOOI,I,SI: 5 loB 72"' ti '" a: <.:J G .--.---- oo::t '" to '" 00 '" oo::t u 0 "'''' l- I I ..-l -< " ,..,... 0 C\J '" . 00.... Z - ...... C\J ~!j ... 0 Po tU'j'5 .;;. a. ] r; ~ ~ ... t ~ el': :I: Z ~ . . : '" 0 . z~J CC ... .. <- ., ~ ~e w ... ,~ Z ::I . i t- OO 0 .~ ... t'- , CC " a. .... '1 nJ , "'''' ... :01 "'00 ,.... 000 rn ... ... Cl 'lU' :I: . ... " '" ", Cl .~ IE'. <0 I ' ,0. um ,U " Cl 'I 'Z' ccct t'- I.... Ww ,,, "'00 w ~ffi '" ltI .. " < ::It- '" Cl " l'i w aa. wO LJ1 ~;_. ..I w CC,.. , OVl <'"' LJ1 ,I o~~ CC m ::I nJ .., mil. '\. 0< Cl 'l ... ..I 0 Vla. oc(N ,V) 0 0 0 Cl ,I, a.' ,w CCWUl ... r a. <CClll: ... 00: ;..1 ... ..:...::1 >. ... W :co .. Cl '1: E u:coo .. cc ,:Jl VlCC OVl'" .... cco 0 ..IZU '" cc wu " ... '" 0 0'" .. ......\ 0 ZW - ei ..I>Z . '~' 0'11. I-CC .. w< = t cc '" ~ ZQ:C J " 0 iZ <u. co < u t1J t- o a.o .:l 0 woow J >- ... '" '" "')",:1: ... ;\ 5 >-Vl i: wcc ~ nJ " lD ..10 '" 0 nJ .- ~..... VI'" ~ ... ~ l"' cc WVl OJ :- 'I,' I- ..IW ~ 0( ,;,:; Vl ..I> Cl. ... wZ '0 ;J:.... 0,' , .. ~ , i I ( , " ! ~ ... -~ .., 0 H6~ ~ l:'t-o""\ .. ha en cll"ll ~ IT .,. n.J ";:!/ ~ 0 ~6 ~ ... n.J o J 'Ut 0 i .. ; - , . " " C\I :l " 0 :s , CD ~, ~ ;,/, M ( II ~' h I I I ' ~.. ~ :'~ IA " ~ 1\ /] " Ii D! . . . ~= e.J " . ~ . ,." D" o - ! R ~ Is "l ;; ,~~ ~ - HI~ ~ . :> D" fb~ g o ...l.. t\J ~ ... t\J .r i ~ I - ~ , ~ ~~d ii!a ~~mf [' 'J " II ,/ If ~ l.; ~ :. \\ ., " :.: . -. -I N ~--~-- .--.-----\ N I l'-- (OJ \ l'-- .... --r q- ... 0 .- ... ,- '" I ., I Cl .,.- 0 :J \ LD 0 '" 0 .... LO :; .... '" (OJ U <I) ;; ui ~ a W 0 Ct '1 w ~ ::J iJl z~ ~ '" Z t; Z . 0\ <( t - . ;10 w 0 IJl = ~ ... IJ1 Q - ..n ... 0 ... g a. IJ1 ,., " ,., , '. ~li~ "'" II) ~ i'o t"- aut 0 ..:l CC ..:l 0 ~, 8 0 (OJ ... 0 0 .. ... 0 CC ... ... ... - '" 0 ... ... III 0 A 0 ~ 0 III ... '" '" - ffi 0 0) c.:> M ~ '': - ~ '" II) '" . 0 en 0 0) = >< c<l '" III 0 ~~8 E-4 E-40) t"- 0\ III a: s;: z P:'" oJ <"l - W AP .. 0 0 .... Wt\lz ~ 1>:0.... 0 .... ... .... ::11- '" ;:lOX cj ... - M < B\5 III ..n A ... <I) U..: . . ~ = ~ .. ... (!)g~ A OA~ vi I.:t Z~ ~ ..:l~ u.J U ..:l .. Z z A oE-4..:l a: 0 ..: III W ~ Z ..:llll u.J ..:l III :t: E-4 P I.:t ~ '" ..: :t: ~"'E-4 . Z :2 A .. en Ill.... ..:l 0 E-4 0 ...:t: c:> .... Cl :.: z ~ ..,CO;l: Z ~ ~ 0 U D Z E-4 I.:t 0 <( I.:t ~ ~ B ~ :: .., " .-J en CUYLER & ASSOCIATES. INC. , (800) 274-9991 , .' 1373 E. Doubletree Ranch Road, Suite 230 Scottsdale. AZ 85258 August 09, 1996 Donn L. Snyder Boswell, Snyder, Tintner & Piccola 315 N. Front St. Harrisburg, PA 17101 Dear Mr. Snyder: As a result of your recent or past inquiry we have obtained bids from buyers who have expressed an interest in your particular partnership(s) . The following are the prices we have been able to locate: Price Per Unit Partnership WELLESELY LEAS INC MCNEIL 11 It Units 10.000 10.000 $29.50 Total Working $295.00 Any of the above partnerships indicating a "working" status means that at this time we do not have a buyer for that particular partnership. Your partnership listing, however, remains in our data base and when a buyer is located we will advise. The above prices are net to you. This offer is qood on a first come, t1rst serve baS1S tor a l1m1ted quant1ty ot un1ts. Please feel free to call us should you have any questions. If you decide to accept the above bid, please contact us within five (5) business days with the following information ready when you call: · Exaot Ownership Registration of Units (whose name or names appear on the Certificate or General Partner Correspondence) · Social Security Number or Tax ID Number If you no longer hold these units or do not wish to receive updated pricing periodically, please call our 800 number above and we will remove the informat10n from our records, Sincerely, tI~ 6(- Jv;.v;t~ Vickie L. Meyers () SST II 312537 Securities offered through Spelman & Co.. Inc. Member NASD/SIPC U I. DEI'"nlUEH' OF UOUllfQ AUUUlllW'UCV(lOf....(tll 6EnLEMENT STATEMENT f"'u..bef'~"IU r"'H _ ."..'Il!"'Eln CtWlGtI lro '_,?1~ lALumnOKtn.. COfr.INIUIOH be." M pllI:.' . p..~~or~.boI~nm......: lO~__' 5,108.00 .. Jack Ql\lJhm Imlt.or ~O! !. ... 5,050.00 .. 1tDTPkll tb:xI 'o~_~_..llwlp6ld..~ too l1u..lrA~AOlelNCOfHCHO"wnllloA" 101 l~.~'tvNlkwlr" 0.000 ~ ._.__ 101 l~.!~~ O.OOO~ 10) ~~."f" !lOt c,",n~ 10& .~~I.h~r" fIOlI~!,.~r" ~I_"""'~lOfIr.. "" "" "' "' .., '" .~. '" .... ... 1M ntKfI'o'tlOEPOIIIEOWlIHlffiO[nFOR ICI)l.I",,,cllnll,llMC. lOO1~."".._ I~_ Ch-",. h." 10000~"""*'trU" IOXI "",,",AI.H.__ 1100 IlTlfOW10U IIOI.~~.CIotNI" 1101 AbtlrK1...t&.MfdI 1I0)!...."...~ 111M 'I" ",-""....-t*ldOI 1I06 Doc."...... lIoe'~'". 1l0l'~i"'" 1!K~~ ...1_ No: mil !'''~IIIII1C. ."'Wfl, .boo...,... No~ l_~~c..."IlI" ~'Coo..It~' r"OfllOLl nonnoWlIl'l f1UI"" RnUMtNI rAClnl)'" I[urn, IlImAt Iffll(U(Nl 115,000.00 . 5.009 - 10,166.00 -.!!t.!",00 ItU,l.~~nEOUIftf.DOYLEtUR rOBE PAlO IN "fNNa lnI"..lr,_ .. al Moote.,.....urMC.",....... foI .. u.,.rd ...."'1'lN PrMt.n !of .. /do, .... . -.01 "'.01 ".01 -01 ... ... ... ... ... .. J.tck. QllJ:)Im Rmltor 10 a.sh 10 Gtuut J. lbJ:hle, Fa:J,11ro 1105 10 Firat l'nmican TiUo JJ\SWlUDt Qnp1ny bdoruomnu 100, 300 , 8.1 1(iO 000.00 - 115,000.00 - 1,125.00 0.00 500.00 75.00 8.00 1 125.00 , ,to. !~O 1111 1111 IIIl "Oll "" 'm "," "'. "'" 1)00 14X)I1~11Al SEnlfMwr QWWU 1:101 ""!!1 lJ01,....IIn._~tIOfI I)OJ ""..I_r.. 1>>1 4~~It.,D.iHlllm.ol~) _I~.IIOP IXJlIIO-K no'. IlOl o.bu,,_etIIf.. to Jmna Bnlth, nulc.in OOvtfUnlENl Rfc::onDHJ JH:J lfW-lIfER C1WlOEl ftteotd"ll'''' ONdlI5.00 IMorioeo-l20.00 '"n.,.,t.. 0Md11,15O.00 IMorto!2!.!.- h.",..,,,. OMctll,150.00 IM0ri9.,.1 35.00 In...... I 35.00 1,150.00 1,'l!iO.OC!, to Ikm!imuiw~l --.. ID tu:l\ .--..---- 10 DaC7\"'''''. ....-- ID hnll.rlcan Ibm ShJ.o.ld to Jack GaU#m I1mJ.t.or (P.o.c. >> 42.40 r.o.Uer !IOG.DO - 240,00 - 3JO.00 125,00 4,158.00 12.409,00 "00 IO~.~st."lEMENrClW\Of. lenlIf0tl......101.s.clionJand&o2.hctMlCl l.....~~=-....d .....1JOo1 == ItII-..4 m,:,-betlollO!Y l:"='''''pd........... '1L~..u.=t:r~:,,.:liMeOUlcl .....,.1dDrt c.."., fill I "r J:~t,.,~~ omlD .,.,....",..1..1~~:4f:lf.t~~~,.... """';OW .. Ip"tplltd" .h.and8tClltel. HCOl.onI oIlN1 ".....Ill:tlM.ltIrI..-tdw....uu..1wndt lo"'dIIburll"l "W- Oil. . tI 1Cl'_holw' ~.~.~'..III_n1.IoIlllU1..d .111.. onthll or .!t1.olMf ."'..'''''''',...... ,..__ ._IIOdHofll'lo . for 0tlI. ...: T.1t 'U.lCOlMktlDn lOOI,n.Js.cbolt 10 O. JlEV.11JO.1 (:wel D: D: ~ ~ ~t; ~ ~B~~ NIIl ~ :;:S H ~!il D: ';.. ~ ~ !:L.~ ~ ~f3::ij1ll S Eo< ~ . o Eo< I'JQ UH U~ t<C::ij ~ Q ~ 0 N M N a:I N 0 ... III N N III . . . . . . .-i Q) 0 .-i III 01 a:I .-i III :2 III ... M a:I a:I N ~.-i .-i 'Of' 0 N 01 o III . . . . . Eo< > .-i M a:I .-i .-i N ID tit tit tit tit tit tit Q) 0 III III o ... .-i . UIIl .. III 01 ... o .-i ... .-i .-i II< o III t<C III )IN OlD ..:l . III o ~~ oo-t . == III f:l ~ ~ u ~ o III 0 I-l Q) 0 Q) I-l . 1~ ~ ll:;.... o Ql U I': III I': ~~ oo-t 0 I-l U :2 III U I': Q) 0 III ::E: \D 0 0 0 0 CD 0 t'- ~ CO o 0 CD 0 CI) . . . . 1"""'1 r-4 .,. N \D .-i .... M o 000 0 Q ,.., 0 0 0 o III 0 0 0 . . . . , M III ID ... 01 .....,." 0 f"'o \D 0 M \D .. . .... a:I .... N .<: ~ o U I-l 'tl Q) t!l . I': III U :2 'tl.<: I': C' 11<'<: I': .... H~ ~~~~ ~ Q) 0 oo-t I-l U III I-l > t!l ~ M .:2 t!l i3 'tl Ql ,l( .-i I': III ~ 'tl III .-i Q) III oo-t ~ III 'tl ~ :2 oo-t .Q .... Q.-iC'IJoO> oo-t oo-t III .... oo-t ~ ~ ..:l U t!l Q ';:l~~~~~ ~ QQQQ t<C .-i U o o . N ID 01 . III 01 o tit .. .. Q) Q) :2 U .-i ~ ~ .... III ~ crI a .<: 0 III U III U u t<C .... .-i III III ~ ~ o 0 Eo< Eo< . . . . . ' ~.. DEAN WITTER REYNOLDS ING. ..,...." VI IfARAlSDURO. PA 935 FIRST UNION NA TIONAl DANK OF NORTH CAROLINA CIfAPEL ifilL. NC 27514 41000804 PATE 06/21/96 ACCOUNT NUMOEA 410-35223-0-03 AMPUNT***$51,901.48*** L .' . 1'/...' ",,;::: ,,:,":i.:;/'i/'.":I'I :"'. .,"'J~" il '11" , ;;'. "~j.'1J~: ~'I ! II 'Ii PAY TOr'lEOIlOUIOF r ***Dale E. Lockard***', , 11'.1, 10000801,11' 1:05:1100 1051:.101: 20?Cl~ 2000 I.HI:."' 2 T 04 Z DETACH THIS STUB IIEFORE BANKING - OEAN WITTER REVNOLOS lNC, 00406,2 . ..- ............. ....---~_.~---. ~>-,.~-'-..~ ~ ~I. DEAN WITTER REYNOLDS ING. ...,""', 41000803 VI HARRISDURO,PA 935 FIRSTUNIONHATIONAlBANK OF NORTH CAROUNA CHAPEL HILl, NC27S14 DATE 06/21/96 ACCOUNT NUMDER 410';35223-0-03 AMDUNT***51 ,901.48*** - '", ,.: :..r~'l"lIW;!iI,ijl' "J. ",,_, PAY TO TIlE DIlDEIl OF r ***EleRore Lockard*** L 11'1, 1000080 :Ill' 1:05 :110010 51:. ~I: 20 ?~~ 2000 10 :l~I:.II' 2 T 04 Z DETACH THIS STUn ueFOAE UANKING.- OEAN WITTER REYNOLDS INC OOAOu 2 . . NLGllO _ Northbrook Life Insurance Company iIiiI A Member aI/he Allslale Group March 14, 1996 BOSWELL, SNYDER, TINTNER & PICCOLA TilE ESTATE OF JEAN L. LOCKARD P.O. BOX 741 HARRISBURG, PA 17108-0741 ATTN: MARONETTA F. MILLER Annuity No.: 550 914 9432 Re: Jean L. Lockard We have been requested to complete Internal Revenue Service (IRS) Form 712 with regard to the referenced contract. The purpose of Form 712 is to provide an estate or a donor with the value of a life insurance contract or with its proceeds as of a certain date (usually the owner's date of death or date of transfer of the contract). The contract referenced was an annuity contract, which is not reportable on IRS Form 712. The following information is provided regarding the value of the annuity and other data as of the date specified: Date of Death: 11/11/1995 Annu~ty Value* as of Date of Death: $25,456.50 Remaining Cost Basis: $15,000.00 Named Beneficiaries: Dale E. Lockard, Jr. Elenore Lockard McCord *The actual amount paid ~ differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions or need further assistance, please contact me at 1-800-654-2397. Sincerely, 1541) Bill Dawson ~ Claims Representative cc: Dale E. Lockard, Jr. Elenore Lockard McCord II Nonhbrook lUeln.uronc. Company' P,O, Box 94040. Palatine. illinois 60094,4040 '-.1.. ',800.854,2397 410/003 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE /'j' 7t;/ ./(' BUREAU OF INDIVIDUAL TA~ES IHttlAIUH[[ tAlt DiviSION DlP'. 1801101 ""RAISluRe, PA IIl1a-0601 c... NDTlCE Of INIIERITANCE TA~ APPRA:SEMENT. ALLOWANCE OR OISALLOWANCE OF OEDUCT:ONS AND ASSESSMENT OF TA~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-10-97 LOCKARD 11-11-95 21 95-0905 CUM8ERLAND 101 MARK R PARTHEMER 315 N FRONT ST H8G ESQ, . PA 17108 1- AMount Re.ittad -- ~*, "'-lhlll ,U III.h. JEAN L MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv=is4-j-EX-jij:'ji-mf:ijl,riioTicnii1-YNHEiiiii,iici-YA'X-APPRAisEH'€ii,.-;-,UXciiiANci"olim--m------m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOCKARD JEAN L FILE NO. 21 95-0905 ACN 101 DATE 02-10-97 APPROVED DEDUCTIONS AND EXEMPTIONS: 51, 493,32 9. fu".~.l E~p.n.../Ad". COlta/Hi,c. E~p.n'.1 (Schedule H) (9) 10. Dabh/HodSlaga Llabillti../Llana ISchedul. 1) 110) 4.260,94 11. Total Daductions UI) 12. Nat Valu. of T.~ R.turn (12) 13. Charitable/Gov.rn.ant.l Bequ..t, (Schedule JJ (13) 14. Hat Value of Eat.t. Subject to Tal( 114) NOTE I If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSIIENT OF TAX: 15. AMount of Lina 14 at Spou..l 16. AMount of Llna 14 taKabl. at 17. Anount of Llna 14 taKabl. .t 18. P~lnclp.l T.M Du. TA~ RETURN WAS I I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l E.t.t. (Sch.dul. AJ 2. Stock. and Bond. (Sch.dul. IJ 5. Cla..ly H.ld Stock/Pa~tn.~.hlp Int.~..t (Schedul. CJ 4. Ho~tg.~../Not.. R.c.lv.bl. (Sch.dul. OJ S. Ca.h/B.nk Depo.lt./Hl.c. Pe~.on.l P~ope~ty CSchedule EJ 6. Jointly Owned P~operty CSchedule FJ 7. Tran.fer. CSch.dul. OJ 8. Total Au.t. ~.t. Llne.I/Cla.. A r.t. Collat.~al/Cla.. B rate TAX CREDITS: PAYMENT DATE 02-07-96 09-04-96 RECEIPT NUMBER AA082591 AA146691 OISCDUNT I') INTEREST I-I 631. 58 48.90- 115) 1161 1171 ) CHANGED II) 12) (5) I~I 15) 161 (7) .00 22,956.07 ,00 .00 259,392,23 ,00 121.418,50 ISI ,00 348,012.54 .00 x,OO. X .0611 ~ .15. !lS) AMDUNT PAID 12,000.00 8.300.02 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE I To In.u~a proper cr.dit to your .ccount, .ub~it the upper portion of thl1 for. with your taM pay...nt. 403.766.80 GG.7G4 '6 348,012.54 .00 348,012.54 ,00 20,880.75 .00 20,880.75 20,882.70 1.95CR .00 1. 95CR . IF PAID AFTER DATE INOICATEO, ~EE REVERSE FOR CALCULATION Of ADDITIONAL INTEREST. If TOTAL DUE IS LESS THAN '3, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREOn" ICRI, YOU MAY BE OUE A REfUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.) f?Q 'Cl :TJ:n :1 f.. '.,J . en .' II .. -, PI Ul ~ 0 v "J ~j ;1., 9. :.to .. }.; .... - RESERVATION, E,..t.. 0' d,e.d.nt. dying on or b,'ar. D'c.~.r 12, I'" .. If any lutur. Int.,... In the ....t. I. tran.f.tr.d In pOI....lon or .nJoy.'n' to Cl.,. . (coll...r.l) b~.flcl.rJ.. 0' thl dle.dant .,t.t thl I.plt.tlon of any I...t. 'or II', or for y..t., th. Co..onw.,lth h.t.by '.pr...ly ,...tv.. thl right to appr.I.. and ...... trantf., Inh.rltanc. T.... .t the 1.wful el... . (coll.'."I) t.t. on any such lutur. Int.,..t. PURPOSE OF NOTICEI To fulfill thl ,.qulr..ent. of Slctlon ll~O 0' thl Inhttltenc. and E.t.t. TIM Act, Act 22 0' 1991. 72 P.S. Section ZlU. PAYMENT I D.ltch thl top portIon of thl. Hotle. and .ub.lt with your p,y..nl to thl A'DI.t., of Will. prlnt.d on th. t.v.,.. .Id., .'Hakt chick or lon.~ ord.r p.~.bl. tal REGISTER OF HILLS, AGENT All p.,..ntl unlll.d sh.ll flr.t b. .ppU.d to '"~ Inter..t which ..v b. due ...Uh an~ r...lnd.r IPPU.d to the till. REFUND (CA)I A ,.fund of It.. cr.dlt, whIch w.. not r.qu..t.d an the T.. A.turn, ..~ b. r.qu..t.d bV coapl.tlng en "Appllc.tlon for R.fund of PaM.~lllI."l. Inherltanc. and Elt.t. T.." (REY.UU). Appllc.tlon. .r. .v.llabl. .t the Off In of the R.gI.t.r of Will., anv of the 23 R.v.nu. DI.trlct Offlc.., or b~ c.lllng the .p.clll Z'.hour an.....rlno ..rvlc. nu.blr. far far.. ord.rlnOI In Pann.vlv.nl. l.aOO.36Z.,050, out.lde Penn.ylvanl. .nd ...Uhln loc.1 H.rrhburg .r.. (711) 187.a09", TDDI (711) l1Z.ZZ5Z W..rlng IlIPllnd OnhJ. OBJECTIONS I Any p.rt~ In Int.r..t not ..tl.fl.d with the appr.I..lant, .llo...anc. or dl..llo...anc. of daductlon., or ........nt of t.. (Including dl.count or Int.r..t) .. .ho...n on thl. Notlc. IUlt obJ.ct within 'I.t~ (60) d.~. of r.c.lpt of thh Not Ie. bYI uwrlttan prot..t to the PA Dapart.ant of R'vanu., Board of App..", Dapt. lalOn, Harrl.burg, PA 1112a.1OZI, OR ...I.ctlon to hava the .attar datar.lnad at audit of the .ccount of thl p.r.on.1 t.pr...nt.tlv., OR ...ppa.1 to thl Orphan.' Coutt. ADHIN ISTRATrVE CORRECTIONSI r.ctu.1 .rror, dl.cov.r.d on thl, ........nt .hould b. .ddr....d In writing tOI PA D.part"nt of R'v,nu., Burllu of Indl..,ldu.1 ,...., AnN' Po.t A.......nt R...,I.... Unit, D.pt. la0601, Harrhbura, PA 11128.0601 Phone (111) 7a1.6~0~. S.. P'O' 5 of the bookl.t "In.tructlon. for Inh.rltanc. ,.. R.turn fat. A.,ld.nt D.c.d.nt" (RtY.1501) for .n ..plan.tlon of ad.lnl.tratlv.lY corract.bl. .rror.. If .ny ta. dua I. p.ld wIthin thra. (5) callndlr .onth. a,t.r the dlcldant', d.ath, . flv. plrclnt (5~) dl.count of the t.. p.ld I. .llo....d. DISCOUNT, PENALlY, lhl ISiC tl. .."..ty non.p.rUclp.Uon pan.lty It co.putld on thl tot'l of thl tn end Int.r..t .......d, and not P.ld bafor. J.nulry la, 1996, tha flt.t d.y aft.r the .nd of the ta. ..n..ty parlod. lhl. non.p.ttlclp.tlon p.n.lt~ I. .pp..I.bl. In the .... ..nn.r .nd In the tha .... tl.. p.rlod " YOU would .pp.,1 the t.. and Int.r..t that h.. baan .......d .. Indlc.tad an thl. not Ie.. INtEREST, Int.r..t I. charg.d b.glnnlng ...Ith flt.t da~ of d.llnqu.nc~, or nln. f,) lonth. and an. (IJ day fro. the d.t. of d..th, to the d.t. of p.~..nt. r.... which b.c... d.llnqu.nt b.for. Janu.r~ I, 19aZ ba.r Int.r..t .t the r.t. of .Iw C6~) parc.nt p., .nnu. c.lculat.d at a dall~ rat. of .000164, All t.... which b.c... d.llnqu.nt on and .ft.r January I, 19a1 will b.ar Int.r..t at . r.t. which ...111 vary fro. c.t.nd't y.ar to cal.ndar ~a'r with that rat. announc.d by the PA D.p.rt..nt of R.v.nu.. lh. .ppllcebl. Intara.t rat.. far I"l through 1991 .r'l '!!!! Intlr..t Rllt. Dally Int.r..t Fllctor !!!r Int.r..t Rat. D.lly lnter..t Factor I9IZ ZO~ .000S4a 1911 .~ ,OOOl41 I9IJ 16~ .ooo,;sa 1911"1991 lIiC .000JllI I9I~ 'U .OOUOI 199Z .~ .000l'" 19a5 UiC .00US6 199J.I99" 7~ .000191 1986 10iC .00017'" 1995-1991 .. .000l'" ulntlr..t It calcul.tad " followlI INTEREST . BALANCE DF TAX UNPAID X Nun8ER DF DAYS OELINQUENT X DAILY INTEREST FACTDR ..An~ Notlc. I..ued .ft.r the t.. b.ea... d.llnquent ...111 r.fl.ct .n Int.r..t caleuletlon to flft..n (IS) d.ya b'~ond the data of the ........nt. If pav.ant I. .ad. .ft.r the Int.r..t co.putatlon data .hown on th. Hotlc., additional Int.r..t .u.t b. calculat.d. ESTATE SETILEMENT AGREEMENT It- d I -lqQS ~()CfOS' This Agreement made this..:2L day of March. 1997, by and among Donn L. Snyder, Execulor of the Estate of Jean L. Lockard and Dale E. Lockard and Elenore Lockard McCord, sole heirs of the Estate of Jean L. Lockard. In accordance wilh the desire Ihat Ihe seulement and distribution of the Estate of Jean L. Lockard be resolved as expeditiously as possible and without the delay of a formal Court accounting. the undersigned, In consideration of the mutual covenants herein expressed, and of the sums received, and intending to be legally bound hereby, agree that: I. The said Jean L. Lockard died November II, 1995, testate. 2. The undersigned hereby agree that the entire estate be dislributed as set forth in the Schedule of Distribution auached as Exhibit "A" IInd hereof made a part. Without Intending to limit the rights of remedies of the personal representative, the undersigned further agree to Indemnify Ihe personal representalives and save them harmless against all liability, loss and expense (including, but not limited to, costs and counsel fee) which the personal representatives may Incur, whether due to the personal representatives' negligence or otherwise, as a resull of making Ihe above distribullons without formal court audit or other formal estate administration. .... . 4, ... . 3, The undersigned hereby forever fully release, compromise. sellle and discharge any and all claims. demands, actions or causes of aCllon, legal or equitable, absolute or contingent, vested or hcreafler to accrue, which they may have against any other party hereto or against the Estate of Jean L. Lockard, deceased or the personal representatives thereof, by reason of any moller, cause or thing growing out of or relating 10 any property or assets of the said Estate of Jean L. Lockard, or growing out of or relating to any act of the personal representatives in Iheir individual handling of said Estate, even if allrlbutable to negligence, and agrees that any period for the limitation of actions for the collection or any erroneous distribution or dislributlons shall commence only at such time as Ihe personal representatives shall have obtained actual knowledge of such erroneous distribution and that in no event shall the period of collection of any erroneous distribution be less than two years afler the actual discovery Ihereof by Ihe personal representatives. 4. The undersigned agree to execute such additional releases as the personal representatives may submit to them in order to confirm their discharge from any further llablllty to the parties in connection with said Eslate. 5. This Agreement, shall be binding upon the undersigned, their heirs. next of kin, personal representative and assigns. 2 ooj.... ,- ", . 6. It Is agreed that this Agreement may be signed In counterparts by all parties. IN WITNESS WHEREOF the undersigned has hereunto set their hands and seal the day and year first above written. DO~~ Soc. Sec. No. 205-18-3634 WITNESS: y?c1LtL/3 tt-hL Sworn to and subscribed before me this III OJ''';' April, 1997. 0 ~~'\~ "-.... . ,,'..... ~,' ...........,.~...,~..... -... _ ""'1 I. NOTt-nlAL SEt.l. ~ Moronolln F. MU:or, Nolary Pobllc ~ ffnrrI6bIJro.l'1\ Dauphin COllnly ~~~tC~~~~i}.~::~: E1~~rt:~\::~~~~~~ ! ."". . ,~"".__,,,,,,,,,_,,,",______......_,....--.i~.... ...... -, . ... .. ..' ,I i 6. It Is agreed that this Agreement may be signed In counlerparts by all parties. IN WITNESS WHEREOF the undersigned has hereunto set their hands and seal the day and year first above written. WITNESS: YPli dv5j~ 4., e~~J fl. DAL E.LOCKARD. JR. Soc. Sec. No, It 6-J6'O('r~ Sworn to and subscribed before me this J K ~t'~I'U.."J''''''''~''~'''~~'''''' ~ NOTARIAL SEt.L I ~ Malonolla F. Miller, Nolary Publlo ,. Hnrrlsblllg, 1'/\ DQuphln Counly l My Comml,o!o" E'1~ir"O Jan 10,2000 .~,_'Cl...~",,;,..,",;" ;o....,................v....l 3 c- . .. . COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION COMMONWEALTH OF PENNSYLVANIA ESTATE OF JEAN L. LOCKARD LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA PROPOSED SCHEDULE OF DISTRIBUTION TO BENEFICIARIES It Is recommended Ihat the pre-dlstributlon tOlalllng $315,41850 be approved: Dale E. Lockard. Jr. Dean Witter IRA #410-O35223.()(}3 47,981.00 Northbrook Annuity 12,728.25 Cash 30,000.00 Cash 67.000.00 .... .... .,r' , .' . COURT OF COMMON PLEAS OF CUMBERLAND ORPHANS' COURT DIVISION COMMONWEALTH OF PENNSYLVANIA ESTATE OF JEAN L. LOCKARD LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF DONN L. SNYDER EXECUTOR Date of Death: November II, 1995 Letters Granted: Advertisements: Cumberland County Reporter: Patriot News: Account Stated to: March 30. 1997 Estate No. 21-95-0905 Donn L. Snyder, Esquire Post Office Box 741 Harrisburg, Pennsylvania 17108 717-236-9377 Attorney for Estate of Jean L. Lockard ~ '.~. -. . COURT OF COMMON PLEAS OF CUMBERLAND ORPHANS' COURT DIVISION COMMONWEALTH OF PENNSYLVANIA ESTATE OF JEAN L. LOCKARD LATE OF HAMPDEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF DONN L. SNYDER EXECUTOR ~UMMARY AND INDEX PRINCIPAL TOTAL PRINCIPAL BALANCE REMAINING $404,373.00 Q.QQ. $404,373.00 $76.350.00 $328,023.00 $315.418~'i0 $12,604.50 Receipts Net Gain on Conversions Adjusted Balance Less Disbursements Balance Before Distribution Distribution to Beneficiaries INCOME Receipts Disbursements $3,312.00 Q.QQ. TOTAL INCOME BALANCE REMAINING $3.312.00 COMBINED BALANCE REMAINING FOR DISTRIBUTION $15,916.50 2 .. ''"-. -'. , PRINCIPAL RECEIPfS Inventory Flied 403,767.00 Per copy of Inventory and Appraisement Attached To which Is added: Reimbursement Reimbursement Reimbursement Reimbursement Reimbursement Reimbursement Reimbursement Reimbursement 52.75 3.17 25.82 5.72 27.30 6.22 .36.22 448.64 TOTAL PRINCIPAL RECEIPfS $404,372.84 " 4 -" ..... I . . ' PRINCIPAL CONVERSIONS INTO CASH GAIN LOSS Personal Estate: Automobile Inventoried: Redeemed: $ 295.00 295.00 Inventoried: Redeemed: $10,000.00 10.000.00 McNeil, Limited Partnership GAIN 0.00 j";" " .-;{~iI;\~~~__'~it_~/~~-~~02-~{-:'; .... . . I. . --~ PRINCIPAL DISBURSEMENTS 6 ~, l~" ..- '. . I '. f DISTRIBUTION TO BENEFICIARIES Dale E. Lockard. Jr. Dean Witter IRA #410.{)3S223.()()3 Northbrook Annuity Cash 47,981.00 12,728.25 30,000.00 67.000.00 Elenore Lockard McCord: Dean Willer IRA #410.{)3S223.()()3 Northbrook Annuity Cash 47,981.00 12,728.25 30,000,00 67 .000.00 TOTAL DISTRIBUTION TO BENEFICIARIES $315,418.50 7 ... '\ ,,--. .e.-" , . tit INCOME RECEIPTS Interest Income :t , Per 1996 Statements 3,312.00 Estimated 1996 383.69 TOTAL INCOME $3,3 12.00 ..', 8 ..., .,,- ....... t t " . PROPOSED SCHEDULE OF DISTRIBUTION TO BENEFICIARIES It Is recommended that the pre-<ll~trlbutlon totalling $315,41850 be approved: Dale E. Lockard. Jr. Dean Witter IRA #410-o3522HlO3 Northbrook Annuity Cash Cash 47,98 \.00 12,728.25 30,000.00 67 .000.00 Elenore Lockard McCord: Dean Witter IRA #410-o35223.()()3 Northbrook Annuity Cash Cash 47,981.00 12,728.25 30,000.00 67.000.00 ProDosed distribution of cash totalllol! $15.916.50 be aODroved as follows: Dale E. Lockard. Jr, Cash 7,958,25 7,958.25 Elenore Lockard McCord Cash 10 -..... . . .. , -" ."... IN RE: THE ESTATE OF JEAN L. LOCKARD, DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY. PENNSYLVANIA : ORPHANS' COURT DIVISION : FILE NO, SATISFACOON AND AWARD The undersigned, hereby acknowledge that Donn L. Snyder, Executor of the Estate of Jean L. Lockard. deceased. has dislributed to the undersigned the fonowing: Dean Witter IRA #41O.{)35223-OO3 47,981.00 12,728,25 30.000.00 7,958.25 67 .000.00 $165.667.50 Northbrook Annuity , Cash Cash Cash as fun payment of an sums due pursuant to the Last Will and Testament of Jean L. Lockard, directs and authorl2es the Clerk of the Orphan's Court Division to mark satisfied of record the award which may be made In his individual fav'or. / IN WITNESS WHEREOF. the undersigned has caused these presents to be executed this '8 day of April. 1997. Witness: ~L- t1l/5.~ /sl.(' ~ l.{/ i, DALE E, LOCKARD, JR, Soc. Sec. No, IC"C; ,:xl'. Oltl-Ir - .... \f;l j::.~ <) .!<J '" ~~ 'IE'::; 0... .. 'I - '" " ~ ,:I ,. >" ~ . ,. -.., f}' I:) .\J i!;' SI 0:0: 'CC ~- ;. .!!!;:, Uc ...;..~ ....,", . .1 . . -. .