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lJ.\ S'L.WIJ..LLA N 1L.l'~ S1'AME.N.LOF.
I'lIUILM LJEWETT
I, PAUL M, JEWETT, of Liverpool, New York, doclare this to
be my will and revoke all previous wills and codicils,
I, DEBTS,......E.XPI;NSill1.,-.:rAXJ:;S, My debts, expenoes of my last
illness, funerel and of settling my estate (in all
jurisdictions) and estate taxes respecting property passing
under this will and all other property shall be paid from my
residuary estate unless paid by the trustee of TilE PAUL M,
JEWETT REVOCABLE TRUST - 1991, Subject to the foregoing, my
estate taxes respecting all other property shall be
apportioned, pro rata, to the reeipients thereof.
II. TANGIBLES, I give all my tangible personal property
in sUbstantially equal shares to such of my children,
WILLIAM p, JEWETT and RUTH E. HOFFMAN (hereinafter collectively
"my children"), as are 11 ving thi rty (30) days after my death.
III. RESIDUE, I give all the residue of my estate, real
and personal, to the trustee then serving under THE PAUL M.
JEWETT REVOCABLE TRUST - 1991 which I signed and established
before executing this will, to be added to the property held
under such trust, as amended as of my death. If such trust is
not then in existence, or to the extent otherwise necessary to
give effect to this provision, I hereby incorporate by
reference the terms of such trust.
IV. DEFINII.I.QNJLANlLAP..11lliISTRATIVE PRO.Yl.Sl.QtiS.
A, The headings contained in this will are for
convenience only and shall not affect in any way the meaning
or interpretation of this will,
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gender used
gender, the
include the
Unless the context otherwise requires, each
herein shall be deemed to include each other
singular to includo the plural, and the plural to
singular,
C, The term "estato taxes" refers to eny fodoral,
state or foreign estato, inhoritanco or liko taxos on account
of any property includod in my gross ostate in the final
determination of such taxes.
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0, Tho term "my tangible porsonal property" refers
to my personal effects, automobiles, jewelry, household
furniture, furnishings and effects, and all other tangible
personel property which I own at my death but does not
include money, securities or the like.
E. The term "my executor" refers to my executor and
any administrator with this will annexed,
F. The term "residue" does not refer to or include
any property, real or personal, over which I shall have power
of appointment. The term "debts" does not include debts
which are not then due and payable.
G. The term "give" means devise a'ldlor bequeath,
and. unless otherwise speeified in this will, shall transfer
all of my interest in the property given,
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H. If any beneficiary is incompetent, my executor
may without responsibility for the application. make
distribution to sueh beneficiary or to a guardian, custodian
or other fiduciary for such beneficiary. and the receipt of
such payee shall completely acquit my executor, provided,
that any tangible personal property otherwise distributable
to any child of mine which, in the jUdgment of my executor,
is not suitable for such distribution shall be sold and the
proceeds shall be added to the residue of my estate.
I. If, when distribution to the aforementioned trust
would otherwise be mode, any beneficiary is then entitled to
receive distribution from the trustee, my executor may make
such distribution directly to such beneficiary,
V. POWERS OF EXECllIQR. In addition to the general
powers of fiduciaries, my executor shall have the authority,
without court order or proceeding, to do any and all things
necessary or proper to complete the administration of my
estate. Without limiting the generality of the foregoing, I
empower my executor:
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'Ii A. To compromlso or submit to arbitration any
matters in dispute.
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D. To sell assets at public or private sale, for
cash or on credit, together or in parcels; and to sell real
estate even though there may be personal property which might
be sold.
C. To invest and reinvest assets and to continue to
hold any investments received from me (without regard to the
proportion which such investments may bear to total
inve~tments) even though the same may be speculative.
D. To borrow money from any lender, but without
individual liability therefor; and as security for such
borrowing to mortgage or pledge assets upon such terms as
deemed advisable; to mortgage real estate even though there
may be personal property which might be pledged; and no
lender shall be responsible for the application of the
proceeds.
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E. To divide my tangible personal property between
the persons entitled thereto.
F. To exercise any option or privilege, personally
or by proxy.
G. To distribute assets in kind, in money, or
partly in each and in undivided fractional and/or entire
interests.
H. To exercise, and to revoke the exercise of any
election. No adjustment of income or principal accounts
shall be made in my estate as a result of any such election,
unless my executor shall in its sole discretion determine
otherwise. My executor is exonerated from all liability for
any such election or adjustment.
I. To operate and expand any business, including
the right to incorporate same, that may be or become a part
of the estate assets, for such period of time and in such
manner as my executor may deem necessary or desirable,
without the necessity of making periodic reports to any
court; to apply all other powers herein granted to my
executor in operating such business; and to employ such
persons to manage such business as my executor may deem
necessary or desirable. My executor shall not be personally
liable for any losses incurred in the operation of such
business except those occasioned by bad faith, and my
executor shall have the right to receive indemnification out
of estate assets, to the extent such assets are employed in
operating such business, from and against all debts, claims
or liabilities which may be asserted against it by reason of
exercise of the powers granted hereunder.
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J. To allocate the generation-skipping transfer
exemption, as defined in the Internal Revenue Code (the "GST
Exemption") to any property including property transferred by
me during my lifetime, its its being my intention that the
discretion conferred in this paragraph shall be exercisable
by my executor in a manner that, to the extent reasonably
practicable, will make optimum use of the GST Exemption and
minimize payment of generation-skipping transfer taxes, and
my executor's determinations of all matters relating thereto
in good faith shall be conclusive and no liability shall be
asserted against him by reason thereof.
K. To execute all deeds, mortgages and other
documents to carry out any of the foregoing powers.
VI. EXECUTOR. I appoint as executor of this will such
of my children who shall be and remain able and willing so to
serve. Any executor acting alone may perform any ministerial
act, including, without limitation, the signing of checks and
withdrawal orders and the endorsement of checks. No executor
shall be required to furnish any bond or surety.
IN TESTIMONY WHEREOF, I have signed this will this~ day
of -1..1.'(/' , 1991.
The foregoing instrument consisting of four (4) pages,
was subscribed, published and declared by PAUL M. JEWETT,
testator above named, as and for his Last Will and Testament,
in our presence, and in the presence of each of us, and we,
at the same time, and at his request, and in his presence,
and in the presence of each other, hereunto subscribe our
names and residences as attesting witnesses thereto this ,~Dr~
day of btc~"tltC".t!..- , 1991.
IX -/-J.1 \J (J /.-
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Residing at ^ D :Ii) I f..d.....;";' /~-iJ J.J) '/ 1
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Residing at -PAII<~ lilltlfU IVY. /31'(::L
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STATE OF NEW YORK
COUNTY OF t~I!".1Lj
In said County and State and before me, the undersigned
authority, on this:,~,'ll day of t>li.J:Jl:lIJ'IL_, 1991, personally
appearfjld P{lUL M. JEWETT, "'"f1>1~nl :T. c.'tllndn' I and
b,/n r:Hl L (( II I urn l L , known to me to be the
testator and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, and, all of
these persons being by me duly sworn, PAUL M. JEWETT, the
testator, declared to me and to the witnesses in my presence
thst the within instrument is his last will and that he
willingly signed it, and that he executed it as his free and
voluntary act for the purposes expressed therein; and each of
the witnesses stated to me, in the presence of the testator,
that he or she signed the will as witnesses, that the
signatures of the witnesses on the will are genuine and that
to the best of his or her knowledge the testator was eighteen
(18) years of age or over, of sound mind, under no constraint
or undue influence, and was able to read, write and converse
in the English language.
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PAUL M. JEW~TT, Testator
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Subsc~ibed and sworn to before me by the said testator
and the said witnesses, this ,?:t\'I':...-_ day of j).i't1(JIXbN-, 1991.
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. Notary} Public
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D AA 082513 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'1~.llnUI..'.1
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RECEIVED FROM:
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ACN
ASSESSMENT r:'I
CONTROL tt;,I
NUMBER
AMOUNT
HOUSTON CHRISTOPHER C
4 N HANOVER STREET
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CARLISLE, PA 17013
_'OIDH,lf 'OID""",
ESTATE INFORMAT'ON:
f:I FilE NUMBER
~ el-199~-0942 SSN
~ NAME OF DECEDENT IIAST) IFiRSTI
~ JEWETT PAUL MCMURTRY
II DATE Of PAYMENT
EJ POSTMARK DATE
COUNTY
oe2-30-0224
IM'I
CUMBERLAND
DATE OF DEATH
REGISTER OF WILLS
r:1 TOTAL AMOUNT PAID ____ .1. J I ~. 00
VZ
(, .-
RECEIVED BY )!r'Ji;~ C ,:r- --:.II' - ...
I I SIONAJ.~/;, I j
MARY C. LEWIS A - -. , "f
REGISTER OF WILLS
REMARKS
SEAl
WILLIAM P JEWETT
C/O CHRISTOPER HOUSTON ESQ
CHECK" 101
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
.l~w~tl, 1'11111 ~Idlllrtry
~()(IA\ ~H\J"" hUJ.lUI Ir'AII (liliA'" !"A'I' I' .It.
OH2-30-0224 10/27/95 I 6/I/OH
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,~ I Original Rehun ] '1 !>uppl.menlol Relurn
I"'J 4. limiled [1101' ! ].40 fulu'lI Inlllre.' Comprom!ul
1'0' dOIIl. 01 deolh alter 12.1'.82)
lXi b Deuldenl Died h"ale :<] ]. Decedent Moinlutned 0 liYinO Trull
IAttoch copy I)' Will) (AIIOth copy 01 Tru.tl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
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1. Raol htole (Schlldule AI
2. !>Ioti. and Bond. (Schedule 81
3. Clo.ely Held StocloJParlne,.hip Inl"e" (!>chedule q
4 Mortgage. nnd Note. Receivable ISchedule 01
S. COlh. 8ani Oepo.il' & Mi"ellaneou. P."anol Property
15,h.d." E)
6. Jointly Own.d Ploperty (Schedul. FI
7. Tron,'e" (Schedule GJ ISchedulel)
8. Tolol Gran Ane" Itololline. 1.7)
9. funeral e.pen..., Admlni'lrolive Calli. Mi"ellonlou,
Ellpen.e. IS(hedule HJ
10. Debl'. Morlgage lIabililie.. li.". (Schedule I)
11. Total Dllduction, 1'0101 Une. 9 & 10)
12. Nel Value 01 Ellotelllne 8 minu.line 11)
13. Charitable and Governmenlul 8equelll (Schlldule J)
14. Nel Value Subleclto lOll (line 12 minuI line 131
IS. Spoulnl Tfon.fe" liar dole. 01 death oher 6.30.941
!>1tII Inltru(lion. for Ar,plicoble Pef(enlaoe on Rn.".
!>Ide, Ilnclude value I rom Schedule K Of Sthedule M.)
16 Amount ollln. I' IOllobl. 01 6% role
(Include yulue. from S(hedule K or Sthedule M I
17. Amounl olll"e 14 louble at 15% role
(Indude value. from Sthedule K or Sthedule M)
18. Printipoltaa due (Add tall from line. 15. 16 and 17_1
19. (redill !>pou.al Poyer'y Crt"dil Prior Poymenh
_____..____~___ +1..1 15.00_
,OA DAII$ 0' DIAIH AnlA 12/31191 CHICK HIAI
'IF A SPOUSAL
,POVIATY CAlDIlIS CIAIMID I 1
: 'Ill NUMIIA
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HUI North IInnOVt!r Strl!l't
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r ..,,,,.., ...":'n l'ild''''''''~O''". __._ _~._. __
] J Remalnde, RetUfn
lln, do"" of death prior to 12.13.821
federal hlole Tall Relurn R.qui,ed
I 15.
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10tol Number of Safe Oepo.it Boul
(0""'1111 "'AI\lrtG AOD'in
Urnu.lou. Gilroy l. IInuHtnn,
4 North IIlll10vcr Str~"t
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121
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P.G.
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375.55
(10) ._~______.___
(0 I___~ ~..5-'.l. 66 _________
7,642.69
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(II)
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(13)
(14)
.19, !I]_4,_9_L_~_
(15)
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(17)
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1,192.50
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(10)
1,192.50
OJ''ounl
+. 5H. f>8 __ -
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(19)
(20)
. ,__1, 173. 68.....__
20. If Line 19 i. 9,enl.r Ihon line 18. enle, Ihe different. on line 20. Thi. il Ih. OVERPAYMENT.
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Chock horo If you tHO ,oquostlng 0 ,ofund of your ovo,poymont.
18.82
21. If Line 18 i. o,eoter than llnll 19, IInler thll differente on line 21. Thi. Ii the TAX DUE.
A. Enler the intere.t on the balance due on line 21 A.
8. Enle, the 10101 01 line 21 and 21A on line 21&. Thi. j, Ihe BALANCE DUE.
Mo~. Ch.ck Payobl. 101 Reul'ler__~f_ ~~!" Auent
1211
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>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH <( <(
Under penalliel of periu,y, I dedor. ,hot I haye ekomined thi. rei urn. induding uctomponying uhedule, and .Iolemenh. and 10 the be,t 01 my Ionowledoe and belief,
it i. Irue. corrett and tomplete. I declare that 011 real 0.1010 hm boon reporled otltue market value. Oedorolion of p,epOrtH othor than the pet\onal repreUtntotill1l Ii
hOled on alllnformOlion 01 INhich preporer ho. any inowledge.
sic;'f#.tljij Of 'IIl~~~~"1j.o,lHijIO. 'Im.GiIfUi;;--~ADii-~~\~ -- '-.,i~i..'" /J,--f--.-~~-"~'-n:~il.--I'.""-;)e9~ -'_..-,-- ...-- OAI(:., n'.';c.iA,qilC---
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COMMONW(AllH OF PfNNlnVAM....
INHllnANCI 'A. n'UIN
IIIIDIN' DICIDIN'
1 SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
_ Ploa.o Prlnl or Ty~_ ___ _
fiLE NUMBER
21-95-0942
ESTATE Of
Paul McMurtry Jewett
IAII prop.rty lol"tIY~DW".d with eh, Righi of Survlvon~lp mull b. dl.do..d on Sch.dul. F)
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
DESCRIPTION
VALUE AT
DATE OF DEATH
Sun Life Annuity - Acct. No. 60-6000-054713
14,233.89
Chase Manhattan Bank Checking Acct. No. 0101284255
4.994.59
Chase Manhttan Bank Savings Acct. No. 0101284255
Oswego County Savings Bank CD - Acct. No. 21003553
Church of God Home - Refund
Church of God Home - Refund
First United American Insurance
First United American Insurance
Firs t United American Insurance
First United American Insurance
Gerber Life - Long-time Care Payment
Gerber Life - Premium Refund
Gerber Life
708.31
3.401.05
15.22
3.174.50
31. 35
16.85
8.20
8.20
820.00
65.50
40.00
TOTAt Alia onlor an IIno 5. Roea
6
IAttach additional eYJH )( I1H th..lIlf more tpatlll n..ded.)
....1\111.. IIUI
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.o P,lnt a, Typo
FILEWUMBER--.. ... ..---.
21-95-0942
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IW1UIlAt~(( '''I .(lU."
1I(!l10I'" OI(IIH'"
EST TE OF
Paul Mdturtry .Jewett
ITEM
NUMBER
A.
B.
4.
C.
J.
2.
3.
4.
5,
6.
7.
8.
9.
DESCRIPTION
AMOUNT
J.
2.
3.
4.
5.
6.
7.
Funeral Expen.e'l
~'o8ter-IIax Funeral lIome
~'amUy Gathering "Xrenne"
Flowers
OrganiBt
Minister
Urn
lIeadstone Engraving
5,433.19
114.51
70.00
60.00
75.00
75.00
85.00
J.
Admlnl.t,atlvo Ca.t"
Personal Representative Commissions
Social Socu,lty Numbo, of POrlanal Rop,o.onlali..,
Yoa, Camml..ian. paid
2.
Atlarnoy foOl - Broujos, GUroy & lIouston, P.C.
1,000.00
3. family E.omptian
Claimant
Add,o.. of Claimanl 01 docodonl" doalh
51'001 Add,o..
City
Rolalian.hip
51010 __ Zip Cado
P,abalo foo. - Cumberland County Register of Wills
Additionnl Probate Fee8 - Cumberland County Register of Wills
Mllcellaneoul Expenlell
92.00
10.00
Cumberland Law Journal - Advertising
40.00
The Sentinel - Advertising
74.71
Express Mail
15.00
Death Certificate8
15.00
Short Certificates
'6.00
Filing of Inheritance Tax Return
15.00
Filing of Family Settlement Statement
17.00
Estate Checks
Income Tax Preparation Feca
--,------.--------.-------.----.-..
9.73
60.00
7,2'67.14
TOTAL (AI.a onlo, on lino 9. Rocopltulallonl
(If mo,o .paco I. noodod. In.o,t additlonal.hoo', of .amo .lzo.1
s
H'o'l\I".. !.'nl I i
'f~fn SCHEDULE I I
[uo.wOtjWIAII"Oll'ftm"I~"'W. DEBTS OF DECEDENT, I
''''~:::~'':'\'D\~''~::::''' I MORTGAGE L1ABLITIES AND LIENS PI PIT
mATE OF------ --,---~----------~-_.- '1f1LE N~UM~~~~ ' nt 0'. vpe - - ..
____!au~_ ~_c~ur:_?~_:e_~~,~~_____.____.. ___ ___.. _ ......._ _ __ _ ..._ _..u__~:9.:.~942.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Pease Pharmacy
278.21
2.
Belvedere Medical Center
8.46
3.
Shermansdale Family Practice
57.40
4.
Belvedere Medical Center
5.48
5.
PA Dept. of Revenue
26.00
TOTAL (AI.o onlor on lino 10, Rocopltulntlon)
(II more space js nvvded, ins." addjtional shee's 0' ~om. sizo,)
375.55
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1"lOlttIOICID'H'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
____~nu_l_ Mc~~!try_J.".~...':tt ______
21-95-0942
--~-- -----------
ITEM
NUMBER
RElATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
--- _..-_.~-~--~-.--~^-
A. Takable &oqu.,..:
1.
Ruth E. Ilorrmnn, 193\ Jody I.nne, Cnrlisle, I'A
(pour over provision of Will to Living Trust -
Beneficinry under Trust) Dnughter
Williem P. Jewett, 4762 Echo Pnrk Rond,
Liverpool, NY 13088-3604 (pour over
provision of Will to Living Trust -
Bsneficinry under Trust) Son
1/2
1/2
2.
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
8. Charitable and Governmental &equ8Ilil
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAI,o enler on line 13, Recopl.ulo'lonl S
(If more 'pan I, need.d, In..rt addltlonal.he.h of .ome ,III)
o
Sun Life Insurance
and Annuity Company
of New York
an IIw.uJ "llt'l'!. ilJlh' loor
Nl'\'j YOl~. '~t'\'; Ytlf~ InUD,1 .'JIl'l
fl'l: UI119.1j,IH'J'J
J... Ill]) YliH.1()'}lJ
1/15/96
Mr. Christopher Houston
Broujos, Gilroy and Houston
4 North Hanover Street
Carlisle, Pa 17013
Rt':60-6000-054713 Paul Jewell
In response to your recent correspondence, please be aware that the date of death value of the
above referenced account as of 10/27/95 is 14,233.89.
Please call the Sun Life NY Annuity Service Center if you have any questions.
Sincerely,
/%// /4,.?;d;'~/
Dan Weinstein
Account Service Representative
. .
1/.:1.:</76
-.-..--.....-..',-..
Th. chas. Manhallan Dank, N.A.
424 Sevenlh North Slreet
Liverpool, New York 1 J088
1111111 CHASE
HE(;E~m!:1l 28, I')'):;
1ll101'JlJ5, GI J.IIO\' ~ IIlJUSTOS, 1'. (;,
,\HOIlSHS ,\ T I..""
I, SUlIlIl 1I,\Sll\'EIl STIlI:E1
C,\1I1.1 ~l.l:, 1',\ 17013
HI': 1:$lME or 1',\1'1. ~1(;~II'HTIl\' JI.\\I:lI
IIE,\" ~Jf;. IIOUS 10S:
1'II,\SI> \OU FOR \'OUH I.ETTEII or IIECENIIER JJ. 1 ')1)5 ,\Sll fill: 1',\I'f.H\;oIl~ SOl!
,\1.50 SEST ro 51'!:EII l'1' 1'lIoc:rS5lSG or Ills l:~ir,\n:,,\Cr.lll!ST.
~IR, JE\;Ul'S ,\CCUI'ST Su, lIltl1 2SI,25:. 11,\11 ;\ H,\n; m IIE,\11I 1Io\1.'\SCI: 01':
GIIECld SG: ;1.. 'J~ll. . 5'/
ISIE"Esr ;&.1)2-11-15 ASP 57.50-12-1'
S,\\'ISG',: ; 711tl.31
ISH!:ESl ;1.(,')-11-15 ,\SH ;1,&'1-12-)11
11' YllU SEEII .\S\ FURlIIER ISFOR~I'\TIOS. 1'1,1.,\51: C,\1.1. 1-.115-1,51-2'"0 OR
l-llOll-328-8SlIR.
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tit Equal Uou\inlj ll'ndcr
[qu.d OllrlOltulllt~ ll'lIdl'l
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I, PAUl, M. JEWETT, of l.iverpool, New York, dcclarc this to
be my will and rcvoke all previous wills and codicils.
I. llli.l.rrS_,_J~XP-IDiS..r::s.,---L'\XC;S. My debts, expenses of my last
illness, funeral and of settling my estate (in all
jurisdictions) and estate taxes respecting property passing
under this will and all other property shall be paid from my
residuary estate unless paid by the trustee of THE PAUL M.
Subject to the foregoing, my
I
I JEWETT REVOCABLE TRUST - 1991.
I
II
estate taxes respecting all other property shall be
apportioned, pro rata, to the recipients thereof.
;/
II. TANGIB~. I give all my tangible personal property
in substantially equal shares to such of my children,
WILLIAM P. JEWETT and RUTH E. HOFFMAN (hereinafter collectively
,.
"my children"), as are living thirty (30) days after my death.
III. RESIDUE. I give all the residue of my estate, real
;' and personal, to the trustee then serving under TilE PAUL M.
t ~
JEWETT REVOCABLE TRUST - 1991 which I signed and established
,I before executing this wi 11, to be added to the pre,perty held
under such trust, as amended as of my death. If such tru~t Is
not then iu existence, or to the cxtent otherwisc necessary lo
give effect to this provision, I hereby incorporate by
reference the terms of such trust.
IV. PJ:;fJX'-TJ..QNS__^t'l)L^I2J1J:J!'-ST/ll\nYIL'-~RQll.UUQr:{s.
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A. The headings contained in this will are for
convenience only and shall not affect in any way the meaning
or interpretation of this will.
All, I 'I 10, II I III ~ " -,10' 1,ltA';
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gondor uRnd
gender, the
include the
Unlo:;:; tho conlnxL nt.hurwiBo rnquiros, oilch
heroin llhall be dllll"",,1 to Inclllcle each other
singular to includp the plural, and the plural to
singular.
C. The term "estate taxeR" refers to any federal,
state or foreign estate, inheritanco or like taxes on account
of any property included in my gross estate in the final
determination of such taxes.
,
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D. The term "my tangible personal property" refers
to my personal effects, automobiles, jewelry, household
furniture, furnishings and effects, and all other tangible
personal property which I own at my death but does not
include money, securities or the like.
E. The term "my executor" refers to my executor and
any administrator with this will annexed.
F. The term "residue" does not refer to or include
any property, real or personal, over which I shall have power
of appointment. The term "debts" does not include debts
which are not then due and payable.
G. The term "give" means devise and/or bequeath,
and, unless otherwise specified in this will, shall transfer
all of my interest in the property given.
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fl. If any beneficiary is incompetent, my executor
may without responsibility for the application, make
distribution to such beneficiary or to a guardian, custodian
or other fiduciary for such beneficiary, and the receipt of
such payee shall completely acquit my executor, provided,
that any tangible personal property otherwise distributable
to any child of mine which, in the judgment of my executor,
is not suitable for such distribution shall be sold and the
proceeds shall be added to the residue of my estate.
I. If, when distribution to tho aforementioned trust
would otherwise be made, any beneficiary is then entitled to
receive distribution from the trustee, my executor may make
such distribution directly to such beneficiary.
"
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v. ~QWERS_Qr:_~X~CUIQR.
In addition to the general
powers of fiduciaries, my executor shall have the authority,
without court order or proceeding, to do any and all things
necessary or proper to complete the administration of my
estate. Without limiting the generality of tho foregoing,
empower my executor:
-2-
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^. '1'0 colt,promino or Hullml t to i1rbicrntlon any
miltters in dlaputo.
n. To aoll as sots at public or private sale, [or
cash or on credit, together or in parcels; and to sell roal
estate even though thore may be personal proporty which might
be sold.
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C. '1'0 invest and reinvest assets and to continuo to
hold any investments received [rom me (without regard to the
proportion which such investments may bear to total
investments) even though the same may be speculative.
D. To borrow money from any lender, but without
individual liability therefor; and as security for such
borrowing to mortgage or pledge assets upon such terms as
deemed advisable; to mortgage real estate even though thero
may be personal property which might be pledged; and no
lender shall be responsible for the application of the
proceeds.
E. To divide my tangible personal property between
the persons entitled thereto.
F. To exercise any option or privilege, personally
or by proxy.
G. To distribute assets in kind, in money, or
partly in each and in undivided fractional and/or entire
interests.
H. To exercise, and to revoke the exercise of any
election. No adjustment of income or principal accounts
shall be made in my estate as a result of any such election.
unless my executor shall in its sole discretion determine
otherwise. My executor is exonerated from all liability for
any such election or adjustment.
I. To operate and expand any business, including
the right to incorporate same, that may be or become a part
of the estate assets, [or such period of time and in such
manner as my executor may deem necessary or desirable,
without the necessity of making periodic reports to any
court; to apply all other powers herein granted to my
executor in operating such business; and to employ such
persons to manage such business as my executor may deem
necessary or desirable. My executor shall not be personally
liable for any losses incurred In the operation of such
business except those occasioned by bad faith, and my
executor shall have the right to receive indemnification out
of estate assets, to the extent such assets are employed in
operating such business, [rom and illjalnst all debts, claims
or liabilities which mny be asserted against it by reason of
exercise o[ the powers granted hereunder.
-3-
^1I1 t '0 ."" I 'I' ~ " ',11l11l^"
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J. 1~ nlloealo lho gonerntlon-sklpplng transfor
oxemption, as defined in the Internal Rnvnnue Codo (tho "GST
Exemption") to any property Including property transferred by
me during my lifetime, Its Its being my Intention that the
discretion conferred in this paragraph shall be exercisable
by my executor in a manner that, to the extent reasonably
practicable, wi 11 make optimum use of the GST Exemption and
minimize payment of generation-skipping transfer taxes, and
my executor's determinations of all matters relating thereto
In good faith shall be conclusive and no liability shall be
asserted against him by reason thereof.
K. To execute all deeds, mortgages and other
documents to carry out any of the foregoing powers.
VI. EXECUTOR. I appoint as executor of this will such
of my children who shall be and remain able and willing so to
serve. Any executor acting alone may perform any ministerial
act, including, without limitation, the signing of checks and
withdrawal orders and the endorsement of checks. No executor
shall be required to furnish any bond or surety.
IN TESTIMONY WHEREOF, I have signed this will this~ day
of -1J-t(/'. , 1991.
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The foregoing instrument consisting of four (4) pages,
was subscribed, publiShed and declared by PAUL M. JEWETT,
testator above named, as and for his Last will and Testament,
in our presence, and in the presence of each of us, and we,
at the same time, and at his request, and in his presence,
and in the presence of each other, hereunto subscribe our
names and residences as attesting witnesses thereto this ,~O~
day of bt:at'ltlr?.t!..- , 1'1'11.
4r.~'r-I 3~.Il~Li~~_-
'D 1/) /" .' "'/ il''';
Res i ding at J---=-I---- _ ~{,JI-~P-"'-)-II_!;J-._l::-.iU~------.----
~~~-CVvJ.~a.~(L~-_.mm-_------------ .~------
Residing at )!._6.'!~l,jJtul(u/J!Y~Bd-:.l~___-_m-__-
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Dc N~iAA'i' ':1':1:2'''6''6' '8~"':'~~MMO~EALT"~III'ENNSYLVANIA' '.
, ......}. .".}:;,'fC:'.",.~INTO'ItIVINUI' '.. .... '
',"i~ .......;.."< ':: O;'ICIAL Rlell"', ..PIHNsYLVANIA INHIRITANCI AND ISTATI TAX >
,'.
,..... . .
, .
RECEIVED FROM,
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ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
AMOUNT
HOUSTON CHRIBTOPHEH r:
4 N HANOVER STREET
101
"Jt:I.t:Jt!
CARLISLE, PA 17013
'OlD ""' -
ESTATe INFORMATION.
!II FI E NUMB R
~ el-1995-0942 SSN
Et NAME OF DECEDENT LAST) (FIRST)
~ JEWETT PAUL MCMURTRV
19 DATE OF PAYMENT
EJ POSTMARK oATE
COUNTY
082-30-0221,
IMI)
CUMBr::RLAND
DATE OF DEATH
,.,
m TOTAL AMOUNT PAID
"18.82
SK
REMARKS
RUTH E HOFFMAN
C/O CHRISTOPHER C HOUSTON
CHECK II 105
J' .-
RECEIVED BY 1//""; . ' . ", " , '. :."'-
.' rMGNATUll / . .
MARY C. LEWIS "','
RESISTER OF WILLS
"I .
SEAL
REGISTER OF WILLS
. .-- - - .-.- ---- .-- - -'- --~,"- -...... ~.,-
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REV-1S47 EX AFP 112-95*' i
COHHONwrAI III or 1'[NNSVI VANIA i I
orPAR'"IHf Of Rl\llHtll : NOTICE OF INHERITANCE UK ,
BURr"u or INDIVIDUAl IA.rs ',.' II APPRAI5ENENT. ALLOWANCE OR DISALLOWANCE I
~~~~is:~::~lpA 17ua'ObOl ~ Of DEDUCTIONS AND ASSESSHEHT OF TAK .J
ES'I'A'i'E OF--:JrITETT P-AUL"""'~----=. FILE NO.
DATE OF DEATH 10-27-95 COUNTY
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ACN 101
DATE 07-08-96
2195- 0942
CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT TIlE UPPER PORlEON OF THIS FORN WITH YOUR TAR
PAYNENT TO TIlE REGISTER OF WILLS. NARE CIIECK PAYABLE TO "REGISTER OF WILLS, ACENT"
REMIT PAVMENT TO:
CHRISTOPHER C HOUSTON ESe
BRoUJos ET AL
4 N HANOVER ST
CARLIStE PA 17013
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Anount Renitt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iIEV:isW"Ex"AW"nZ:9sTilci'fIcni"-YNHERITANCi-TAx-iippiiiiisEHENi'-;-,U.i:ciwANCi-b-li----m---.------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JEWETT PAUL M FILE NO. 21 95-0942 ACN 101 DATE 07-08-96
I~ an assessment was issued previOUSly, lines 14, IS and/or 1&, 17 and 18 will
re~lect ~i9ures that include the total o~ AL~ returns assessed to date.
ASSESSMENT OF TAX:
15. A~aunt of Lin. 14 .t Spou..l rat. 115)
16. Anount of Lin. 14 t...bl. .t Lin..l/CI... A rat. (16)
17. Anount of Lin8 14 t...bl. .t Coll.t.raI/CI... Brat. (17)
Ie. Principal T.. Due
TAR RETURN WAS, I X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI oRISINAt RETURN
1. R..1 eabt. (Schadul. A) Cl)
2. Stock. end Bond. ISchedul. BI UI
3. Cla..ly Held Stock/Pertner.hlp Intere.t ISchedule C) 13)
~. Mortgege./Not.. R.celveble ISchedul. 01 I~I
S. C..h/B.nk Depo.lt.'Ml.c. Per.on.l Property ISchedul. EI IS)
6. Jointly Owned Property ISchedule n (6)
7. Tran.hn tSchedule 01 171
8. Tot.l Asset.
APPROVED DEDUCTIONS AND EXEMPTIONS I
,. Fun.r.1 hpen.../Ad",. Costs'Hhc. hp.n... <<Sch.dul. H) 1"
10. Debts/Hodg.ge Ll.bll1th./Uen. (Sch.dule II ClOI
11. Tobl Deductions
12. N.t V.lue of Tex Return
IS. Ch.rlt.ble/Oovern",ent.l Oeque.t. ISchedule .11
14. Net V.lue of Eat.t. Subject to Tex
NOTE:
TAX CREDITS:
PAYNE NT
DATE
01-18-96
03-27-96
RECEIPT
NUNBER
AA082513
AA112668
DISCOUNT 1+1
INTEREST 1- J
58.68
.00
1 CHANGED
.00
.00
.00
.00
27.517.66
.00
.00
181
27.517.66
7,267.14
375.55
IllS
1121
1131
1141
7. "4':>> t..q
19.874.97
.00
19.874.97
,00
19,874.97
.00
R ,00,
R .06,
R .15.
IISI
.00
1,192.50
.00
1,192.50
ANOUNT PAID
1.115.00
18.82
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,192.50
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TItAN n. NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. 1
....
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RESERVAtlONI E,te'.. of dlcld,n" d~lng on Dr blfar. OIC..bl' 12, 19.r -. If 8nW future In,.,..t In Ih, ..,.t. I, tr8n,f,'r,d
In po.....lon or .nJov.'n' to CI... . (coll.,.r,11 blnl'lcl.rl.. of the dlcldlnt .ft" the ..plt,tlon of any ..tet. for
11ft or 'at y..r., the Co..onw..lth h.t,by ,.pr..,ly r...tv.. thl right to IPpr.I.. and ...... t'8n,f., Inheritance ,....
at the Ilwful el... . Ceol1_t",ll 'et. on any such future Int.,..t.
PURPOSE OF
NOflCE I
'0 fulfill thl requlr...ntl of Section Z140 of the Inherlt.ncl and [I"" '1M Act, Act II of 1991. 12 P.S.
hctlon IlltD.
PAYHENT I
O.t.ch the top portion of thl. Notle. and lub.lt with your peY"n' to the Rlgl,'" of will. printed on the r.v.,.. .Ida.
.-"aka chack or .on.y ordar paUbla tOI REGISTER OF MILLS, AGENT
All pay..nt. racalv.d .hall flr.t ba appllad to any Int.r..t which ..y ba dua with any r..alnd.r appllad to tha t...
AEFUND (CA) I
A rafund of . t.. cradlt, which w.. not r.qu..t.d on tha 'a. A.turn, ..y b. r.qu..t.d by co.pl.tlng an -Application
for A.fund of P.nn.ylvanl. Inharlt.nca and E.t.t. T.." fREV-IIIS'. Application. .r. avallabl. at the Offlc.
of the Aagl.'ar of Willa, .ny of the :1 A.v.nu. DI.trlct Uttlca., or by cSlllng tha .p.clal Z~-hour
.n.w.rlng ..rvlc. nUab.r. for for.. ord.rlngl In Pann.ylv.nl. l-aOO-16Z-Z0S0, outald. P.nn.vlv.nla end
within local H.rrlttKJrg .r.s (111) 1I7-a09", 'DO' (71n nz.zzsz IUurlng tapslrad OnlYl.
OIJECTIONSI Anv psrty In Intsra.t not .stl.fl.d with ths .ppr.I....nt, allDwftMCa or dl.allowanca of daductlon., or ........nt
of ta. (Including dl.count Dr Int.ra.tl .. shown on Ihl. Notlca au.t obJ.ct within .1.lv 160' d.y. of rac.lpt of
thlt Notlca bYI
.-writl.n prot..t to tha PA D.p.rtaant of A.v.nua, Board of Appa.l', Capt, ZIIOZI, H.rrl.burg, PA
.-.I.ctlon to h.va the aattar d.t.raln.d .t .udlt of the .ccount of the par.on.1 rapra..nt.tlv.,
H.PP.S. to the Orphan.' Court.
HUI-toll,
OR
OR
ADHIN
ISTAAlIVE
COAAECTIONSI
F.ctu.1 .rror. dl.cov.r.d on this ........nt .hould b. addr....d In writing tal PA O.part.ant of A.v.nua,
Bur..u of Indlvldu.1 ,...., ATTNI Po.t A.......nt R.vl.w Unit, C.pt. :a0601, H.rrl.burg, PA IIlll-D601
Phon. t7171 7.7-6S0S, Sa. p.g. 1 of the booklat "In.tructlon. for Inh.rlt.nc. Ta. A.turn for a A..ld.nt
D.cad.nt" (REV-ISOI' lor an ..pl.n.tlon of adalnl.tratlv.lv corr.ctabl. .rror..
DISCOUNTI
.f .ny t.. due I. p.ld within thr.. (S) c.l.nd.r .onlh. aft.r the d.cad.nt'. d..th, . flv. p.rc.nt (S~, dl.count of
the t.. paId I. allow.d,
PENAl TVI
Th. 15~ ta. a.na.ty non-p.rtlclpatlon p.nalty I. coaput.d on the tolal 01 tha I.. and Int.r..t .......d, and nol
paid balor. January 18, 1'96, the Ilr.t day .ft.r the .nd of the t.. n.n..ty p.rlod. lhl. non"partlclp.tlon
p.nalty I. app.alabl. In Ih. .aa. .ann.r and In the tha .... tl.. p.rlod .. you would app.al the ta. and Int.r..t
th.t ha. ba.n .......d a. Indlcat.d on thl. not Ie..
INTEAEST,
Int.r..t I. ch.rg.d baglnnlng with fJr.t day 01 d.llnqu.ncy, or nln. C') aonth. and ana CI) day froa tha data of
d.ath, to tha data of pay..nt. t.... which b.c... d.llnqu.nt b.for. January I, I'll b.ar Inlar..t at tha r.ta of
.1. C6~) parcant p.r annua calculat.d at a d_lly r.la 01 ,000164, All t.... which baea.. d.llnqu.nt on and .Itar
Janu.ry I, 19., will b..r Intar..t at a rat. which will vary fro. calandar y..r 10 cal.ndar y.ar with that rata
announc.d by the PA D.parl..nt of Aav.nu.. Ih. appllcabla Int.r..t rala. for I~IZ through )"6 aral
'!!!! Int.r.st Rata Dal h Jnhr..t fllctor ~ Int.r..1 Alllh OallY Inler..t fftctor
nil ZOX ,ODOSlol 19.7 .. .000l47
19U 16~ .00041. 1981-1"1 IIi( .000101
1914 11;( .00OSOI 1"1 .. .000Z107
191~ UX ,DOD3~6 "1J1-l"lo IX .000192
19.6 lOX ,DODU" 1~9S"199& OX ,OOOl,"7
.-Intar..t I. calculatad .. lollowtl
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notle. I..u.d .ft.r the t.. b.co... d.llnqu.nt Mill r.,I.ct an Inl.r..t calcul.tlon to II't..n CIS) d.y.
b.yond tha d.ta of tha ........nt. If pay..nt I. ..d. .,tar 'h. Int.r..t co.put.tlon dal. shown on the
Notlc., .ddltlonal Int.r..t au.t b. calculated,
.
.
E1ROUJOa. GIL.ROY Be HOUSTON. P. C.
ATTO"NICV. AT L.AW
.. NO"TH HANDYIl" _T...'"
CAnLleLIE. PttNNIIVLVANIA t7013
"'''11 .411.....,.. '.."..0
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FAMILY SETTLEMENT AGREEMENT
('\.
THIS STATEMENT, made this ~ day of July, 1996, by and between
Ruth E. Hoffman, of 1931 Jody Lane, Carlisle, Pennsylvania, and
William P. Jewett, of 4762 Echo Park Road, Liverpool, New York.
WITNESSETH:
WHEREAS,
Carlisle,
1995; and
Paul McMurtry Jewett, of 801 North Hanover Street,
Cumberland County, Pennsylvania, died on October 27,
WHEREAS, on December 15, 1995, Letters Testamentary were granted to
William P. Jewett and Ruth E. Hoffman at File No. 1995-00942 in the
Register of wills Office for Cumberland County, Pennsylvania; and
WHEREAS, the said William P. Jewett and Ruth E. Hoffman have
administered the Estate of Paul McMurtry Jewett, up until the
present time and have paid all debts of the estate, including
Inheritance Tax owed; and
WHEREAS, the Estate of Paul McMurtry Jewett has paid all debts of
the Decedent and desire to make final distribution; and
WHEREAS, William P. Jewett and Ruth E. Hoffman desire to forego a
formal accounting and scheduled distribution and desire to conclude
the estate by virtue of the filing of this document.
NOW, THEREFORE, the said William P. Jewett and Ruth E. Hoffman
intending to be legally bound, states as follows:
1. The said william P. Jewett and Ruth E. Hoffman, as
beneficiaries, state that the Executors of the Estate of Paul
McMurtry Jewett need not file a formal accounting or scheduled
distribution.
2. William P. Jewett and Ruth E. Hoffman state that the following
additional costs owing by the estate should be paid:
$ 15.00 - Filing of Inheritance Tax Return
$ 17.00 - Filing of Family Settlement Statement
$ 950.00 - Broujos, Gilroy & Houston, P.C. - Attorney's Fees
3. The said William P. Jewett and Ruth E. Hoffman agree that the
following final distribution of all estate assets remaining after
payment of the above-mentioned fees, shall be made as follows:
$ 302.37 - William P. Jewett
$ 302.37 - Ruth E. Hoffman
STA'I'US HI~I'ORT UNDlm HUIJE G. 12
Name of Decedentl
I'IIu1 NcNurtry .Jewetl
Date of Death I
10/27/95
Wi 11 No.
1995-0U942
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-capLloned estate:
1. State whether administration of the estate is complete I
Yes X No
2. If the answer is No, state when the porsonal
representative rllasonably believes that the administration will be
complete I
3. If the answer to No.1 is Yes, state the foiiowingl
a. Did the personal representative file a finai
account with the Court? Yes No X
b. The separate Orphans' Court No. (i f any) for
tho personal representativo's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be.Al~( ached t this report.
/ ,-' A' ?/l
Date: 7/19/96 /~,//<< /. .
V sig~atu e '
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u]
Christopher C. Houaton, Esquire
Name (Please type or print)
4 North Hanover Slreet
Cllrllslc, I'^ 17013
Address
t- ,,r
i r.'
'-_I
( 717 1 243-457/.
Tel. No,
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Capacity: Personal Representative
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(MAli I rmf/MJl)
x Counsel for personal
representative