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To:
Rcglstcr of Wills for thc
Deceased, Coumy of Cumborl/lnd In thc
Sodal Security No, 188 - 3 2-4 404 Commonwcahh of Pcnnsylvania
The pctilion of Ihc underslgncd respcctfully rcprcsents that:
Your pelilioner(s), who Is/are 18 years of agc or oldcr an the cxecut ors
In the last will of thc abovc deccdem, datcd November 26
and codlcll(s) dated
I)ETITlON FOR PRODA TE and GRANT OF LETTERS
..:2.../. q(p- t.{3
Estate of ALWILDA 9. MULLIGAN
also known as
namcd
,19~
(Sllle relevant circumstances, e... renunchuion. death or fucutor I etc.)
Dcccndem was domicilcd at death In Cllmhr>rl nnn
"er IlI5t family or principal residcnce at 1 nn nn,,; nn Ilnnn
Townshio) Cumberland Countv. pennsvlvania
(lIs1 SIrc<I, numbe, and muneipalily)
Coumy, Pcnnsylvanla, with
Camo Hill (Lower Allen
Decendent, thcn 63 ycars of age. dlcd ,lnnllnry 11 . 19 96
at T.nwpr A 1 1 ~n Tnwnq,hi p. C"nmhprl ~nr1 r"nnnt-y Dnnner' ""'" i:to .
Exccpt as follows. decedcnt did not marry, Wll5 not divorced and did not havc a child born or adopted
afler execulion of the will offered for probatc; Wll5 not thc victim of a killing and was ncvcr adjudicatcd
incompetem:
Decendcnt at dcath owncd property with cstlmated values lI5 follows:
(If domiciled in Pa.) All pcrsonal propcrty
(If not domicilcd In Pa.) Personal propeny in Pcnnsylvanla
(If not domicilcd in Pa.) Pcrsonal propcny In County
Valuc of real cstate In Pcnnsylvanla
situalcd lI5 follows: 100 Oneida Road. Lower Allen Township.
Ppnnqy,,,,.n;,,
S 75.000.00
S
S
S 80,000.00
Cumberland Countv.
WHEREFORE, petitioncr(s) rcspectfully rcquest(s) lhc probatc of the IlI5t will and codlcil(s)
presemcd hercwith and thc grant of Icners testamentary
(leslamenllll')'; administration c:.t.a.i administration d.b.n.c.t.I.)
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217 Oak Knoll Road
Npw Cl1mhpTl"n~. PA 17n7n
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Michael G. Mulli an
." Qnwr.ln:t ~n;aA
Newton Centre. HA 02159
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
Sworn to or affirmed .7.nd SUbscribed. {
~re me this ~ 7' day of
'17 ~r1~:?ptc ICI,j,y::Jp}
15"- 7S-lo eglsler
The pClilioner(s) abovc-named swear(s) or affjrm(s) thai the slatemcnts In thc forcgoing petition arc
lruc and correct to the besl of the knowlcdgc and bclief of pClitloncr(s) and that as pcrsonal represen.
tativc(s) of lhc above decedcnt pelltioner(s) will wcll and truly administer thc estatc according to law.
hl<1Kl t }:1 W.'\b~U ~
L ,~~~~11l~ (G~J~~I; ," I'~,,..r- ~ ~
Micb~el ~. Mull~an ~ ~
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No. 21_QI1_i.&1
Estate of
At.WTI.nA A. MUT.I.TnA~
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 18 19..iA.-. In consideration of the petition on
the reverse side hereof. satisfactory proof having been presented before me,
IT IS DECREED that the Instrumcnt(s) dated November 26, 1990
described therein be admitted to probate and filed of reeord as the last will of Alwilda S.
Mulligan
and Letters TAllIfo"mn","."'l'
are hereby IIrantcd to Diane C. Gravbill and Michael G. MlIlll\1ftn
'121~(1,~,~ piA.(I,a Yo..JJ-U,a,f''''S
ReallIOf Dr Wllb
FEES
Probate, Letters, Etc. ......... $ 235.00
Shon Certiflcates( ).......... $ 15 . 00
XDIIIIIUIlIDlIX.ElO'RA .PAGES.. $ I? nn
JCP $ 5.00
TOTAL _ $267.00
Filed ,JNiI!tWy. .I.lh.l ".6... ., .. . . . ... .. . .
Charles H. Stone '06357
ATTORNEY (Sup. Ct. I,D. No,)
414 Bridge St., New Cumberland, PA 17070
ADDRESS
(717) 774-7435
PHONE
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WARNING: Ill. Illegal 10 dupllcalo thll copy by pholo.lat or pholograph,
Fl'l' (fir IIlb u'uilif,llt'. $1,1"'
3284571
No.
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Llllilllh'~l\lr.lf
u_JML 15_1996______
1l,IlC
COlIlIOHWlALTH Of PIHHSYI.l/AHIA' DEPARTIIEHT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
L Alwilda
-..-
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S. Hulligan
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arrisburg, PA
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IOCW. SlC1.ftn Hl.NKIl
. 188 - 32 4404
OAII()llOlA'It~DI"'_1
. January ll, 1996
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100 Oneida Road
Camp Hill, PA 17011
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Luther H. Stoner
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Cumberland
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16, 1996
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LAST WILL AND TESTAMENT
OF
ALWILDA S. MULLIGAN
I, Alwilda S. Mulligan, of the Township of Lower Allen,
County of Cumberland, Commonwealth of Pennsylvania, declare
this to be my last will and revoke any will previously made by
me.
ITEM I: I devise and bequeath all of my estate of every
nature and wherever situate in equal shares to such of my
children, Diane C. Graybill and Michael G. Mulligan, as survive
me by thirty days. Should either of my above named children
predecease me or die on or before the thirtieth day following
my death, I devise and bequeath the share of such child to his
or her issue, per stirpes, living on the thirty-first day
following my death, and should any such child leave no issue
living on the thirty-first day following my death, the share of
such child shall be added to the other share created in this
Item I.
ITEM II: I appoint my Executors, Guardians and their
successors guardian of any property which passes, either under
this will or otherwise, to a minor and with respect to which I
-1-
am authorized to appoint a guardian and have not otherwise
specifically done eo, provided that this appointment of a
guardian shall not eupersede the right of any fiduciary in its
discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have
the power to use principal as well as income from time to time
for the minor's support and education (including college
education, both graduate and undergraduate) without regard to
his or her parent's ability to provide for such support and
education, or to make payment for these purposes, without
further responsibility, to the minor or to the minor's parent
or to any person taking care of the minor.
ITEM III: I appoint my children, Diane c. Graybill and
Michael G. Mulligan, or the survivor of them, Executors of this
my last will.
ITEM IV: I direct that my Executors, Guardians, and their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, Alwilda S. Mulligan, have hereunto
set my hand and seal this :it day of h'''v,.'''''/n...,,.. , 1990.
!2lt~ U~ -{ JJ;~(_eZ7~:Jf-
Alwilda S. Mull gan .
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SIGNED, SEALED, PUBLISHED, and DECLARED by Alwilda S.
Mulligan, the Testatrix above named, as and for her Last Will
and Testament, and in the presence of us, who at her request,
in her presence and in the presence of each other, have sub-
scribed our names as witnesses.
Uw ~~ ({.
Address I
L~\...I'I.ou~ (l .
Address
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COMMONWEALTH OF PENNSYLVANIA L
COUNTY OF CUMBERLAND J
Ul
Dione c. Graybill
b.lnq duly
Co-Executore
sworn
"cordlnq to I.w, dopos.s .nd I'Ys th.t sh. I A nn~ nf .hn
of th. Est.t. 01 Alwl1da S. Mulligan
I.t. of _!&h'''L~Uen TOl'!lsJI!p _._ _ , Cumb.rl.nd County, P.., d.cou.d .nd th.t tha
within Is .n InYlntory m.da by Dione C. Gravbill , the s.ld Co-Executor
of th. .nllr. utala of !lId d.c.d.nt, conllsllnq of .11 th. p.non.1 prop.rty .nd real IItot., exc.pt ,eal .st.t. ouhida
th. Commonwealth of P.nnsylv.ni.. .nd th.t tha Ilqures oppollt. each it.m 01 the Inv.ntory reprll.nt it's f.lr Yllue
u of tho d.ta of d.codant's death.
.nd subscribed before me,
19
.~
Np.., Cumberland. PA 17070
Add....
D.t. 01 Death
01
Month
v..,
1996
11
Doy
INSTRUCTIONS
I. An inventory must be fiI.d within three months .Iter .ppointment of panon.1 repreunt.tive.
2. A suppl.ment Inv.ntory must be fiI.d within thirty days of discovery of .dditional aueh.
3. Additional sheeh may be .tt"hed II to panonaity or realty
4. See Article IV, Flduciories Act of 1949.
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IlEAL PROPERTY
AIIlhal conaln piece or pan:el orrand with the buildings Ind Improvcmcnls thcreon erected
In Lower Allen Township, Cumberland County, PA being the lime prcmlses which Ruland
L, Guard and Ocneviavc Guard. husband and wifc.by thcir deed dlted April 25, 1959 and
recorded In the Office of the RecordCT oroeeds of Cumberland County, PA In CumbCTland
County Deed Book C, Volumc 19, Pagc 298, granted and conveyed unto Chlrlcs F, Mulligln
and A1wilda S, Mulligan, husband and wife. The said Charles F, Mulligan died Scptembcr 8,
1990 whereupon titlc vested In A1wilda S, Mulligan, the decedcnt. Thc said propcny wu sold
to ludith N,Slum on August 22, 1996,
TOTAL REAL PROPERTY
PERSONAL PROPERTY
924 shares Dluphln Dcposit Corporation stock at 28, 125 per share
100 shares Harris Savinss Bank stock@Sl9,75 per sharc
650 shares AMP, lnc, stock @ $39,00 pcr share
715,9 shares AMP Tax Free Gcncral Bond Fund@SI8.16pcrsharc
2596,959 shares Oppcnhelmer @ $4.78 pcr share
Harris Savings Association-Ccn, of Dc posit 1105-53-258429, Principal S7.215,08,
Interest SI84,62
Commerce Bank-Savings Account 1143001 1745
Dauphin Deposit Bank & Trust Co,-Checking Account 110062129988, Principal
S7,279,87. IntCTest $4,74
Dauphin Deposit Bank & Trust Co, -Savinss Account #5700 I 59260, Principal
S20,206,83, Interest SII.04
West Shore Teachel1 Federal Credit Union-Share Savings Account #999..(J07
Charles F. Mulligan predeceased the decedent)
West Shore Teachers Federal Credit Union.Share Ccni6cate Account #999-650
Auction proceeds of sale of personal propeny
Goods FumilUre-deposit return
Blue Cross-Relmbursemenls
Boscov's reimbursement
ATI&T-refund
West Shore School District-insurance refund
$ 92,000.00
$ 92,000.00
$ 25,987.50
1.975.00
25,350.00
13,000.74
12,413.46
7,399.70
6.773.86
7,284.61
20,217.87
8,606.92
7,660.30
4,290.75
150.00
1.099.41
29.59
7.58
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COMMOJ4W\AnJt Of 'rtmntVANIA
DIP,'" MIN' O' liVINUI
Dm 11000
HAUlalUla. ,... I' U 0601
N' N...... II'" . AN "'1
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INHERITANCE TAX RETURN
RESIDENT DECEDENl
(TO BE FILED IN DUPLlC."E
WITH REGISTER OF WILLS)
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\ IUt 11'1
s.
168- 2-41.04
01-11-%
l"A.ft"U,llluh''I1tfOII'OuIlINAIIIIl..4U "lIt''''O/lll'OChl,''''I'11
119 1. O,lglnal Rllu,n
'O.DAnlO'DIA'HAml12'~I"l CHICK Hili
IP A IPOUIAL 0
POYII", CIID" II CLAIMID
P1U HUMIII
21
COUNTY COOl
.
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YlAR
001.3
NUMSfR
100 Olll!ldll !lolld
Cllmp 11111, PA 170 II
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AMOUN' U(tlvlO IUI INUIUClION'1
03,
05,
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o 2, Suppl.m.n'al R.lu,n
R.malnder R.'urn
(la, do'.. 01 d.a,h p,la, 'a 12.13.821
fed,ral ElIal. Ta.ll Retu,n Requir,d
o 4. Uml,.d E"al' 0 40, Fu'ur. In"'''' Campraml..
lIar do'.. of dea,h ah., 12.12.82)
[2; 6. D'Cld.nt Di,d hllat' 0 7. DICld,nl Malntaln,d a lIvinG Trult
(""ach copy 01 Willi I""ach copy of Tru")
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATlON.SHOUUlII!.DIRECTED.TO. ,__
NAMI CO""U IIrMIUND "OOIlU
David H. Stone, Esquire
flllPHONI NUM."
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774-7435
1, R.al E"a'. ISch.dul. AI
2, S'ock. and Band. (Sch.dul. B)
3, OOllly H.ld S'ock/Partn."hlp In'.r." ISch.dul. q
4, Mortgog.. and No'" Rec.l.obl. (Sch.dul. D)
5. Calh, Bank D'polill & Milc,lIan,oul P.rlonal Proplrty
(Sch.dul. E)
6, Jalnlly Own.d Prop.rty ISch.dul. F)
7, T,an./m (Sch.dul. G) (Schedul. l)
8, Total Gran Anell (tolallin'l 1.7)
9. Funlral Eap.nlll, Adminiltrativ. COlli, Mllcellaneoul (9)
E.p.n... ISch.dul. HI
10, D.bll, Mortgag. lIabilitl... U.n. (Sch.dul. I)
11, Ta'al o.d'elion. (Iotallin.. 9 & 10)
12. Nil Valu. of Ellal. (Un. 8 minul Lin. 11)
13. Charitabl. and Gov.rnm.ntal 8.qu"lI (Sch.dul. JI
14, N., Valu. Subl'el 'A To. (lIn. 12 minUllln. 13)
15, Spau,ol Trand... (fa, do'.. 0/ d.o,h ah., 6.30.94)
5.. Inuructianl for Ar,plicable P.rcentag. on R.ven. (15)
Sid., (Indud. .olu.. ram Sch.dul. K a, Sch.dul. M,)
16. Amounf of LIn. 14 la.llabl. at 6% ral.
(Includ. valu.. from Sch.dul. K a' Sch.dul. M.)
17. Amoun' of lin. U la.llabl. at 15% raft
(Includ. .alu.. from Sch.dul. K a' Sch.dul. M,)
18, Principal '0' due (Add 'a./rom Un.. IS, 16 and 17,)
19, Cr.dlll Spau.al Po..rty C,.di, 9~'tSd'~~'ll.nll $4 f1':cgg'
+ $ +
20, If lIn. 19 It gr.o,.r ,han Un. 18, .nlarlh. diK.r.nce an lIn. 20. TItI. I. ,h. OVERPAYMENT.
miD
21. If Un. 18 It gr.aler ,han Un. 19. .n'.' ,h. diK.r.nce an Un. 21. TItI. I. ,h. TAX DUE.
A. Ent.r Ih. int.r", on lh. balanc. due on Un. 21 A.
B, En'.r ,h. 10'01 of Un. 21 and 21A an lIn. 218, TItI.1I Ih. BALANCE DUE.
Mak. a..ck Payabl. I.. "gl.t., a' Will.. Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVER$E;51DEANltTO REOlECltMATH <( <( ",,,
Und.r plnaltl.1 of p.rjury, I d.c1are thai I have Ilamin.d thll r.turn, including accompanying Im.dul.. and Ilal.m.n'I, and 10 the b"l of my knowl.dg. and b.li,f,
1111 tru., corrld and compl.t.. I d.clar. lhat all r.al .lIat. hal b..n r.po,t.er altru. mark'l valu.. Declaration of prepar.r oth.r than the p.rsonal r'p,,"ntativ. il
balld on all Information of ...,hich prepar.r hal any knowl.dg',
il NAIUIC 0' ,IUON IU'O ~I.lf '01 miND InUIN AOOln$ OAn
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Stone LaFaver & Stone
P.O. Box E
(1) $
(2)
(3)
(4)
(.~ )
92.000.00
76.726.70
7R n1 11
Ib'
(r I
107.015 09
(8) $356.905.10
2'.66~ R'
1101
15.336.52
36.004.34
318.900.76
.00
(131
1141 $318.900.76
Ill)
1121
)C._-
(16)
$318,900.76
lC ,06. $ 19.134.04
1'7}
lC ,15 .
(IB) $ 19.134.04
'nter'lf
9.473.66
(19)
(20)
Check he,C' if you OfC' requosting (J refund of you, ovC'rpayment.
(21) $
(21A)
(21B)
9.660.36
Box E. New Cumberland. PA 17070
Iv 77.1(,
Act #48 of 1994 p'ov/d.. for th. r.ductlon of the tax rat.. Impo..d an the n.t valu. of trand," to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .tatut. will btl
. 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 7/1/94 and b.far. 1/1/96
. 2% (.02) will b. appllcabl. far ..tat.. of d.ced.nll dying on or aft.r 1/1/96 and b.for. 1/1/97
. 1% (.01) will b. applicable for eltat.. of deced.ntl dying on or after 1/1/97 and before 111/98
. SpoUMJI trande,. occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
YES I NO
1. Did decedent make a transfer and:
x
a, retain the use or income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or its income, ...............
x
t. ..
c. re Din a reversionary Interes.; or ...................................................................................
x
Ix
d. receive the promise for life of either payments, benefits or care~ .......................................
2. If delllh accurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration~ If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration~....................,..............................................................................
3. Did decedent own an 'in trust for' bank account at his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Alwilda S, Mullilllln
2196.0043
ITEM
NUMBER
DESCRlmON
AMOUNT
I.
All that ccnain piece or parcel orrand with thc building, and Improvements thereon
erected In Lower Allen Township, Cumberland County, PA being the samc premises
which Roland L, Ouanl and Ocnevleve Ouanl, husband and wife,by their deed dated
April 25, 1959 and recotded In the Office of the Recotder of Deeds of Cumberland
County, PA In Cumberland County Deed Book C, Volumc 19, Page 298, granted and
conveyed unto Charles F, Mulligan and Alwilda S, Mulligan. husband and wifc, The
aa1d Charles F, Mulligan died September 8, 1990 whereupon title vested in Alwilda S,
Mulligan, the decedent. The aa1d property wu sold 10 Judith N,Stum on August 22,
\996,
$92,000,00
TOT At Also enter on line \, Reel itulllion
$9 000.00
.
.
.
r.'ded\Mul11,.n...,
,\.
Tax Parcel No.1
DEED
,
THIS INDENTURE made the .:.-: ~- day of 0,. ,'("'Jr, in the year 1996,
between DIANE C. GRAYBILL and MICHAEL G. MULLIGAN, Co-Executors of the
Last Will and Testament of ALWILDA S. MULLIGAN, late of the Township
of Lower Allen, County of Cumberland, and Commonwealth of Pennsyl-
vania, of the first part, hereinafter called the Grantor,
- AND -
JUDITH N. STUM, of the second part, hereinafter called the Grantee;
WHEREAS, the said ALWILDA S. MULLIGAN became in her lifetime
seised, as of fee, of and in to a certain tract of land, together with
the improvements thereon erected, situate in the Township of Lower
Allen, County of Cumberland and Commonwealth of Pennsylvania, and more
particularly described hereinafter; and being so thereof seised, died
on January 11, 1996, having first made her Last Will and Testament in
writing dated November 26, 1990, duly probated and registered in the
Office of the Register of Wills of Cumberland County on January 1B,
1996, wherein and whereby she appointed as Co-Executors, the said
DIANE C. GRAYBILL and MICHAEL G. MULLIGAN, to whom letters testa-
mentary were duly issued by said Register of Wills on January 1B,
1996, and wherein and whereby said premises hereinafter described were
-1-
.
TOGETHER with all and singular the buildings, improvements, ways,
streets, alleys, passages, waters, water-courses, rights, liberties,
privileges, hereditaments and appurtenances whatsoever, thereunto
belonging or in any wise appertaining and the reversions and
remainders, rents, issues and profits thereof, and all the estate,
right, title, interest, property, claim and demand whatsoever of her,
the said ALWILDA S. MULLIGAN, at and immediately before the time of
her decease, in law, equity, or otherwise howsoever, of, in, to or out
of the same.
TO HAVE AND TO HOLD the said lot or piece of ground above
described, with the buildings and improvements thereon erected,
hereditaments and premises hereby granted or mentioned, and intended
so to be, with the appurtenances unto the said Grantee, to and for the
only proper use and behoof of the said Grantee, forever.
And the said Grantors, for themselves and their respective heirs,
executors and administrators, do covenant, promise and agree to and
with the said Grantee, her heirs and assigns, that they, the said
Grantors, have not heretofore done or committed any act, matter or
thing whatsoever whereby the premises hereby granted, or any part
thereof, is, are, shall or may be impeached, charged, or encumbered in
title, charge, estate or otherwise howsoever.
-3-
ESTATE OF
SCHEDULE E
CASH. BANK, DEPOSITS
AND MISCELLANEOUS
PERSONALPROPERTV
FILE NUMBER
Alwildn S. Mullillun
2196-0043
ITEM
NUMBER
I.
2.
3.
4.
5.
6.
7.
8.
9.
10.
II.
12.
13.
DESCRIPTION
VALUE AT DATE
OF DEATH
Harris Savings Association-Cert. ofDeposil #05-53-258429. Principal $7.215.08.
Interest $184.62
$7.399.70
Commerce Bank-Savings Account #4300 11745
56.773.86
Dauphin Deposit Bank & Trust Co.-Checking Account #0062129988. Principal
$7.279.87. Interest $4.74
57.284.61
Dauphin Deposit Bank & Trust Co.-Savings Account #5700159260. Principal
520.206.83. Interest 511.04
520.217.87
West Shore Teachers Federal Credit Union-Share Savings Account #999-007 (Charles
F. Mulligan predeceased the decedent)
West Shore Teachers Federal Credit Union-Share Certificate Account #999-650
58.606.92
57.660.30
$4,290.75
Auction proceeds of sale of personal property
Goods Fumiturc-deposit return
$ 150.00
Blue Cross-Reimbursements
51.099.41
Boscov's reimbursement
$29.59
ATT&T-refund
7.58
West Shore School District-insurance refund
417.72
1994 Cl)'sler Concord
$14.325.00
TOTAL Also enter on line 5. Reca itulotion
~,1'~~~\r1b"JI.r"""'I'''~'''--'-'''' .
\
'.....' ,.,
. .
D
Dauphin Deposit Bank
and Trust Company
MAIN OffIC!; 213 MARKeT STRUT. HARRISBURG. PENNSYLVANIA 17101
m 255-2121
Decedent Confirmation
Neme: Alwi lda S. Mull ig8n
Social Security No.: 188-32-4404
Date of Death (DOD): 01/11/96
AcCilUlt No. 0062129988
Type Checking
Date Opened
or Issued 09/01/60
Date Closed
or Matured 02/12/96 (Closed)
Date of Death
Sa 11ll'lC8 $7.279.87
PLUS
Date of Death
Accrued Int. $4.74
Joint OWners
(if any) None
Date of Joint
Oowlershi p
04782530002
5700159260
Installment Loan
Savings
05/01/95
05/07192
02/12/96 (Closed)
$11.323.62
$20,206.83
$22.75
$11.04
None
None
Special CO'o....nts: -DAUPHIN DEPOSIT CXH'ORATION STOCK REGISTERED TO ALWILDA S. ItJLLIGAN. 924
SHARES. $28.25 PER SHARE AS OF 01/11/96.
addItIonal tnronaatton avatlabla at 120.00 por hour. ana hour atnt.uo.
Date Prepared: March 12, 1996 Prepared by: Carolyn A. Berkebile
CUstomer Management Information Dept. (()tI)
Page 1 of 1
Telephone No. (717) 255-2054
'0... 00-020-211 (REV 7/18)
. <.;._..tto1!t
, ':' -.'. .' - '~,-'. :'_. ~,~ ",,:-'~~;:~:_'~~:;~.r'~..J! .
__''--'~_'_'_''_.' _<<_,""'....._..-..-.........f;IW.fIII\f')W-'--...:-O"""".........
. .
~ &cbers Fedel'.1
").e 011
_o~e ft e~.
~y 'I b.
~flJ~ ~.,\
February 27, 1996
'David H. Stone
Stone LaFaver & Stone
PO Box E
New ClJnberland, PA 17070
RE: Estate of Alwilda S. !&.1lligan
Credit Union Account 11999
Dear Mr. Stone:
Following is the infoIll1ation you requested in your letter of
February 23, 1996.
Account 11999-007 Share Savings
Balance as of 01/11/96: $8,606.92
Joint OWner & Beneficiary as of 03/03178: Charles F. foltlligan
Account 11999-114 I~
Balance as of 01/11/96: $33,424.77
Designation of Beneficiary as of OS/24/93:
50% Michael Mulligan
50% Diane Graybill
Account 11999-650 Share Certificate
Balance as of 01/11/96: $7,660.30
No joint owner.
If you have any further questions, please feel free to call.
Sincerely,
7l4,L~
Marilyn S. Miller
Operations Manager
MSM/ans
1213 SLATE HILL ROAD. CAMP HILL, PA 17011-8012. TEL: (717) 737-4152. FAX: (717) 737-()589
SCHEDULE G
TRANsn:RS
ESTATE OF FILE NUMBER
Alwildn S. Mulligan 2196-0043
ITEM TOTAL VALUE DECO.!'. DOLLAR VALUE OF
NUMBER DESCRIPTION OF PROPERTY EXCLUSION OF ASSET INT. DECEDENT'S INTEREST
1. Wet( Shore Teachers Federal Credit
Union-IRA Account #999.114 533.424.77 100% 533,424.77
2. MClLife-Annuity Contract No.
M9022271 naming Diane Graybill
and Michael G. Mulligan as benef. $ 8.719.40 100% 5 8.719.40
3. MctLife-Annuity Contract No.
M9025257 naming Diane Graybill
and Michael G. Mulligan as benef. $ 7.531.17 100"10 $ 7,531.17
4. American Life-Single Premium
Deferred Annuity.SPDA-4 Plus
Policy No. ON904397 $35.042.36 100"10 $35.042.36
5. The Union Central Life Insurance Co.
Annuity No. TDA22015191 $23.197.39 100"10 523.197.39
TOTAL (Also enter on line 7. Recapitulation) 5107.915.09
_. ..........,
Metropolitan We IlIIurane. Company
ReUremenl " llavtnp Cenler
12 Eaal. Rock Awnu., !:ullll_r, NJ Oi036
OMeWf8
May 23, 1996
DIANE M GRAYBILL
217 OAKKNOLL ROAD
NEW CUMBERLAND PA 17070
Re: Annuity Contract No. M9022271
Annuitant: Alwilda s. Mulligan (deceased)
Dear Ms. Graybill:
We are pleased to enclose this check for $8,719.40 representing the
death claim proceeds of the contract referenced above. The details
of this death claim settlement are as follows:
Accumulation Fund Value
Less Federal Withholding
Claim Settlement Amount
$ 8,719.40
$ 0.00
$ 8,719.40
The primary beneficiary is Diane M. Graybill,
Mulligan.
It has been a pleasure to serve you. If you should have any
questions in connection with this settlement, please feel free to
write to me or call one of our telephone representatives at 1-800-
638-7732.
and Michael G.
~nCerelY,
\\CU\'\.~I..;~'oJ1;v\
Tany . ordon
cust~ S rvice Representative
Enc: check
.
.....,..,.! ,.
.. .-----,.-.--
... v......
.y,'
I
uniancenbal
Th. Union C.nlral LIr. In,.nn.. Comp.n,
P.O. B.. 179. ClndnnoU. Ohio ~5%O1. 15131 595.%l00
,. CERTlFlCA te NU\1BER
TDA 22015191
MRS ALWILDA S MULLIGAN
100 ONEIDA RD
CAMP HILL PA 17011
01/01/95 THROUGH 12/31/95
, ~"/";";:'ST"TEM'ENT' PERIOD :i(.:~.;"
....'...,..._. ,_,'. ):,,>'" __ ' 'l".f'):").'f'
" 'C'_, "~'>; :",!:,"S.,;' .:;: i',.:):. ': ":'.~: ,....,.: .~/'.,':. ::;/'"":, ,.... '. . ~,..." 1 ~.r '-, . ",' ,
~OCIAL SECURITY NO.
188-32-4404
-FOR CUSTOMER SERVICE CONTACT-
THE UNION CENTRAL LIFE INS CO
ATTN RICHARD J JOHNSON
PO BOX 329
NEW CUMBERLAND, PA 17070
PHONE 717-7j7-2052
. -:.' ':-:ACCOUNT: ACTIVITY: .~:/:-;:: ;{~>::.):>.< ;:,.:<;\z:i~~~:~K';Pf::~.f~::f:t';;~~E~:::.~' ;:'~' '., <:'"
iJ>>fJ~t~~,~~S~:;;:!i~,'::;.i,'~:.,..'.'~~if~.JJ~:l~~~;;;,\ ':\;'st.. 7;Wlmi~W,~i;~l~~ ~;;{i1~~;~g~~~
AS OF 01/01/95
$21,909.48
51,287.91 IE
\l"-.::}" - .'X: ;'~"",,?:,:<'~b">""':':" -..~,,\-..i."-:"":""':'1'.:;"'-'-'_-"-.' '. ",
'..' l;i<'f;. ENOING'BALANCE":<'::
~il::1i~~;;; ". ;~:.:;:~:,j:'~:;Y<~ ;':':'.'::'~',,; ';';-tf;.~~;}6g~-f:~ f:
, .::.;;:::::;;..,~::i,;./1';~"{;f:'/i+~;1:;::~o~rr~~.~g~!i];t~Y4~0:j::~;:;,;(~,ii1~M;;;,?'6
-
AS OF 12/31/95
$23,197.39
DATE
RECEIVED
DEPOS IT
ANNUAL NET RAT
OF INTEREST
01/19/96
0347/MR RICHARD J JOHNSON LUTCF
87JAN
.
.
SCHEDULE II
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS
AND MISCELLANEOUS
EXPENSES
ESTATE OF
FlU NUMBER
Alwildn S. Mullilllll1
2196-0043
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
Funeral Espenlel:
I..
2.
3.
Slone & Murray-funeral expenses
Gingrich Memoriall-stone
Grace Blessing-WELCA-f\1neral meal
5,149.00
126.00
40.00
B.
Admlnlllrallve COIU:
\.
Personal Representative Commiuions
Social Security Number of Personal Representative:
Y car Commission paid
2.
Attorney Fccs Stone Waver & Stone
13,976.00
3. Family Exemption
Claimant
Relationship
Addresa of Claimant at decedent's death
Street Address
City
State
Zip Code
4.
Probate Fccs Letters Testamentary & short cert. (5297.oo),filing Inheritance Tax
Return &. InVenlOI)' (525.00)
322.00
C.
Mbcdlancoul Espenscs:
I.
2.
3.
4.
5.
6.
7.
8.
Cumberland Law Joumal-adv. Letters Teltamental)'
The Patriot News Co.-adv. Letters Testamentary
John H. Kreiger-appraisal fee on property
Selllement chargcs on sale of property ($1,437.99) less taxes and sewer (1,034.50)
Bell Atlantic-telephone service at property
Shipley Oil-oil service at property
Randy E. Pomeroy-roof repairs ($950.00) less insurance claim ($850.00)
Metropolitan Life Insurance-home owners insurance
60.00
79.00
200.00
403.49
193.72
306.31
100.00
33.50
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS
AND MISCELLANEOUS
EXPENSES CO NT.
ESTATE OF
FILE NUMBER
Alwildn S. Mullilllln
2196-0043
ITEM
NUMBER
DESCRIPTION
AMOUNT
c.
Miscellaneous ExpenlCl Cont.:
9.
10.
11.
12.
13.
14.
15.
Karl Stine-trash removal
PAWC-waler service at property
PP&L-elcctric service at property
Sammons Communication-television service at property
Lower A1lco Township-sewer services at property
Actna Casualty Insurance-payment of car insurance
Reserve for filing fiduciary returns and closing expenses
35.00
111.87
217.47
45.86
138.60
128.00
1.000.00
TOTAL Also enter on line 9. Rcca itulation
. '
-
'A. . . u.s. DEPAIlTMENT OF HOUSING Ind URBAN DEVELOPMENT OMB No. 2602.0266
, J SETTLEMENT STATEMENT
IIIUMlO
l CORNERSTONE l...,p,lnl
LAND TRANSFER, INC. B. lYPE OFLOAN
5 West Main Street 1.lln'A 2.IIFMIlA 3 X I CONY. UNINS.
, Shlremanstown, PA 17011 ~.I IVA 6.\ I CONY. INS
> 6 FILE NUMBER I 7 . lOAN NUMBER;
, Phone: (717) 730-9664 Fax: (717) 730.9665 960388
{
ft Mom. INS. CASE NO :
-.1
~I
C. NOTE: Thl_Iorm 1_lumllhld to glvI you 0 Itolerno"t nl oCluo,..lIlo",onl Call. Amount I pold to ond by tho lolllomlnl ogonto,o _hown. IIlml mo,kld
, '(p.o.c.)' WIIO pold outlldolho cla_lng; Ihoy 0'0 .hown ho,olo,lnlOlmollonol purpo.._ ond "" nollncludod in Ihololol_.
., F. NAME AND ADDRESS OF LENDER'
, D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADonESS OF SELLER'
JUDITH N, STUM ESTATE OF FINANCIAL TRUST COMPANY
, ALWILDA S. MULLIGAN
,
.
j,'.
G. PROPERTY LOCATION: H SETlLEMENT AGENT: I. SETtLEMENT DATE:
ORCHARD HILLS
100 ONEIDA ROAD CORNERSTONE LAND TRANSFER 08/23/96
LOWER ALLEN TOWNSHIP PLACE OF SETllEMENT:
CUMBERLAND County 5 WEST MAIN STREET, SHIREMANSTOWN PA
J. BUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
, '00. aROBB AMOUNT DUE FROM BORROWER .no GROSS AMOUNT DUE TO SELLER
101. Cont,oct salo_ prlco 92000.00 4ol,Conlraclsslos price 9 .00
10.. Poraonol propo,ly .n. POlsonal p,opo,ly
103. Solll","onj chorgolto borrowor (Iino 1400) 3015.00 403.
104. 404.
105. 'DS
Adjuslmonlllor 1I0ml pold by sollor In odvonco Adjuslmonlslo' 1I0ms pold by sollo, In odvonco
IllO.CllylTown II' 08/23/961012/311 9f 127.80 '011 City" own II' 08 / 10 ./9E 127.80
t01, County Ie. 10 "or. Count)' lax 10
1011 Allollmonll 10 4oa,Anonmonll 10
log. SClIOOL 08/23/96100bTJO/9' 872,26 "011. SCHOOL 08/23/961006/30/9' 872.26
110 10 .'0 10
III. SewerlRef ll/,!j to.9/JU 34,44 m sewer7Jret 8/23 to 9/30 34.44
112. 412.
.'" GROSS AMOUNT DUE FROM BORROWER 96049.50 <20 DROSS AMOUNT OUE TO SELLER 93034.50
l't'O. AMOUNTS PAID BY OR IN BEHALF OF BORROWER SDO. REDUCTIONS IN AMOUNT DUE TO SELLER
",I. Doposll or oornosl monoy 5000,00 so. Excoss doposll(soolnslrucllons) .lllf
"'.. P,lnclpolomounl 01 now loon(s) ITOOO , 00 sD..Solllemont che,gesto seller (IIno 1400) 1437.99
"'3. Exlsllng 100n(l) token _ubjocllo SD3 Exlsllng loon(s) token subjeclto
"'.. so. Poyoll 01 First Mo,lgoge Loon
"'s sos Poyoll 01 Socond Mo'lgogo Loon
.... SOlI
"',. ft07.
",. SDS
,.,.. SDO
Adjuslmonls tor 1I0ms unpeld by sellor Adjuslmenlslo, lIems unpold by sollo,
210 Cltynown lax 10 510CIly/Town lax 10
111. Counly lalC 10 511, County lax 10
717. Allonmonll 10 51'1.AISCl'''"onll 10
":I nCIlOOL 10 513 sctlOOL 10
"4. S"
"tI. t.1!'"1
". !l11i
IU. S"
2.1. S..
". S..
\
"n. TOTAL PAID SY/FOR SORROWER 40000.00 "0 TOTAL REDUCTION AMOUNT DUE SELLER 6437,99
300. CASH AT SETTLEMENT FROM OR TO BORROWER GOD. CASH AT SETTLEMENT TO OR FROM SELLER
'0'. G,o.. emount duo Irom borrower (IIno 120) 9604!1.50 00' (l,oss .mounl due 10 solie' (IIno 420) :-s1J
>o.Lo.. arnounl paid byRo! borrower (IIno 220) 40000.00 "02 Less ,educllon omounl due selle' (line 520) 6437,99
3/13 c~ (DO FROM) .U ) TO) BORROWER 56049.50 ""CA9H UlIPO) U I FR~M) SELLER 86596,51
; . I' ~
-f. /{l..I(Jl -' -JI vj/ij:.~L-' .Ht , ^.. ;:1 ...l ~ ~.~ -ri.. I
,;/ ~-_.-_..-/ \1
Buyt" or Bonowo,', Slgnllhllo SO"O"II SIOflRIIIIC')
IIIJD., Rnv 5/l16
.0
. U.S. DEPARTMENT OFI10USING AND URBAN DEVELOPMENT OMB No. 2502.028
.
. . . .. SETlLEMENT STA1EMENT r.go 2
L SETTLEMENT CHARGES 960388 PAID 'ROM ;:~~=:~M
700. TOTAL IAJ,El/BROKER'B COMMISSION baud on prlu' 92000.00 BORROWU'B
,UNOS AT ,UNOS AT
DMIIon pi Commlollon (IIna 700) ..lollowo: Total: SO,OO ~
701. S 10
702. S to
703. eonmlulon paid al SoUlamont
704. I I
BOO.ITEIII PAYAILIIN CONNECTION WITH LOAN
101. Loan Original Ion Faa 1,000 % FINANCIAL TRUST COMPANY 350.00
102. Loan Ollcounl %
BOS. Appralla' Faa to
104. C,adll Rlpo,t 10
lOtI. Land..llnlp.cllon ree
lOtI. Mortgoga Inouranca Appllcallon Faa to
107. Auumpllon Foe
lOtI. FLOOD CBRT FINANCIAL TRUST COMPANY 21. 00
100. APP FBB IS205,OO POC)
, 110.
,
III.
1IOO.I7EIII REQUIRED BY LENOIR TO BI PAtD IN ADVANCE
001. Int....t from 08/23/96 1008/31796 os /doy
002. Morlgego Insuronce Premium lor mo. 10
003. Hazard Insurance Premium lor yro.lo
004. YII.lo
006.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hozerd Inouronce mo.OS /mo. ,
1002. MOllgoge Insurence mo.OS /mo.
1003. CllylTown lex mo.OS /mo.
1004. County lax mo.OS /mo.
1005. Asles"""nlo mo.OS /mo. .
1006. mo.OS 'mo.
1007. mo.OS Imo.
1008. mo.OS /mo.
1100. TITLE CHARDES
1101. Seltlement or closing leelo
1102. Abstract or lIt1e search 10
IOS. Tllla examination 10
104. Tille Insurance binder 10
IOS. Oocumenl preparollon 10
1106. NotolY foes to CASH 12.00
1107. AUornoy'o foos 10 DAVID STONE (POCI
(lncludol abovallems No.:) " .
1101. Tille Insuranca to CORNERSTONE LAND TRANSFEF 731.00
(Includes abovollomo No.:) 1102.1103.1104
1109. Londer'o covorago S 35.000
1110. Ownsr'. coverage S 92.000
II11.DIS8, FBB CORNERSTONE LAND TRANSFER 35.00
1112.
1113.
1200. QOVERNMENT RECORDINQ AND TRANSFER CHARDES
1201. Rocordlng 1000: Oood $ 25,50 Morlgogo S 35.50 Misc. $ 61.00
1202. Clly/county la"'slamps: Oood $ 920.00MollgagoS 920.00
1203. Slatola"'slomps: Oood S 920. OOMorlgago S 920.00
204.
205.
1300. ADDITIONAL SETTLEMENT CHARDES
301. Survey 10
1302. Posllnopocllon 10
1303. TAX CERT. MARYANN PRIOR 2,00
1304. 96 CT'ilTWP MARYANN PRIOR 395.00
1305.96 SCHOOL MARYANN PRIOR 1005.99
10400. TOTAl8ETTlEMENT CHARGES (onlor on Ilnos 103 and 602. SocUons J and K) 3015.00 1437.99
r.r1", 10'" Ihl' no ..bllit, It ...um.d by S.UIem.nl AOllnl lor Ih, ,r.C\ll":, al Inlorm.llof. lu,ntsh,d by nth." II .hown on Ih,II...O.1 S.Ui.m.nl Sl.I~.nl S'II"'n'hl ^g.hl tl."br """'Ui
flt~,lh. ,Ightlo depa" .n, .mounl, co"cl.d IOf dtIb..,,,em.nlln .n "'I,,,,~I bUllng Iccounlln ,fide",.. In.u"d In''lullo,, Ind 10 c"dI 'hy lnl."st '0 .lfn.d 10 I. own .tcounl II .ddllon.1
cnmfl'n..llon 1M I. ..rvlc:I,ln Ih" h."ucllDn
HUD CERTIFICATION OF BUYERS AND SELLERS
I hAvo CA..'ully 'ovtowod IhoI1UD.I Solllomenl SIAlomonlAnd lolho bo.lol my knowlndge a~~I::" \Iuo an ACCUI 10 s"lamonlo' all ,ocolpls and dl.bursemenl.
m.tEJjj'~st~f2:;:olCOllllYlhAllhavolo<OIVOdACOP O~lhOft 'lsoll:~mon:~1 om~~l ~ .~. ~~. ,.
./ ,- ~--) \I ..... , V I)
0."., 1M nOffowe", SlgulUf. r;."f.5~.11l1l
Bvpt'1 ^fidr.., & rhon. S..., I fl." ^ric1f... .. rho".
,
1M '71}, 1 SlUlnm'ftl Slllemlnl which 1 h.... fI"l'lfld" t hut thlt .cr.llItln "tenll,,1 01 I".. 1,.nu,lIol1 1 h.y. tll",,1 0' "tlr:tulllh,'un,I.ln tl.l..hul..,t In .renul'"f' "lfh lMe 11.lemenl
I "'1'" , --I I /... I . . "/ (
- '.' j...' ". ':'.: ..' '" '"
5tlIIMmltnlAgeftl n.l.
WAIINlNQ lilt' elmet 10 '"o*'"~ m...I.IM ,l.lnmlfll.lol". Unllnd ~1111". fin Ihl. 01 .,., "'11I1,,1011" f',",.III111 upon "",~k lIuo un Itll.tull. .,tn. 11IIt 1t1l1'1~""Il.nl Ip'(k!I.......
... III US COfteSAel n lool,IIdS.cUo" 1010 11\JO.1 n'f "..
u _ ..~ ...,~.~I.~-.~';-'-
.
,.-...
.
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
2196-0043
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
Alwilda S, Mulligan
ITEM NAME AND ADDRESS
NUMBER OF BENEFICIARY
1.
Diane C. Graybill
217 Oak Knoll Rond
New Cumberland, P A 17070
daughter
1/2 residue of estale
2,
Michael G, Mulligan
22 Rowena Road
Newton Centre, MA 02159
son
1/2 residue of estate
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
1.
B. Charitable and Governmental Bequests:
NONE
NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on
line 13 Reca itulatlon
NONE
LAST WILL AND TESTAMENT
OF
ALWILDA S. MULLIGAN
I, Alwilda S. Mulligan, of the Township of Lower Allen,
County of Cumberland, Commonwealth of Pennsylvania, declare
this to be my last will and revoke any will previously made by
me.
ITEM I: I devise and bequeath all of my estate of every
nature and wherever situate in equal shares to such of my
children, Diane C. Graybill and Michael G. Mulligan, as survive
me by thirty days. Should either of my above named children
predecease me or die on or before the thirtieth day following
my death, I devise and bequeath the share of such child to his
or her issue, per stirpes, living on the thirty-first day
following my death, and should any such child leave no issue
living on the thirty-first day following my death, the share of
such child shall be added to the other share created in this
Item I.
ITEM II:. I appoint my Executors, Guardians and their
SUcces~ors guardian of any property which passes, either under
this will or otherwise, to a minor and with respect to which I
-1-
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am authorized to appoint a guardian and have not otherwise
specifically done so, provided that this appointment of a
guardian shall not supersede the right of any fiduciary in its
discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have
the power to use principal as well as income from time to time
for the minor's support and education (including college
education, both graduate and undergraduate) without regard to
his or her parent's ability to provide for such support and
education, or to make payment for these purposes, without
further responsibility, to the minor or to the minor's parent
or to any person taking care of the minor.
ITEM III: I appoint my children, Diane c. Graybill and
Michael G. Mulligan, or the survivor of them, Executors of this
my last will.
ITEM IV: I direct that my Executors, Guardians, and their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, Alwilda S. Mulligan, have hereunto
set my hand and seal this 2.l day of ,\, ~, . ..,., '". '" , 1990.
/,/ : / ,.." ,., .','
'.1_ ..'!.~ '_/.00:,. _I..- /".-:':""_I:.~'~/:-
Alwilda S. Mulligan
-2-
SIGNED, SEALED, PUBLISHED, and DECLARED by Alwilda S.
Mulliqan, the Testatrix above named, as and for her Last Will
and Testament, and in the presence of us, who at her request,
in her presence and in the presence of each other, have sub-
scribed our names as witnesses.
Uw L-uA~ .n.,
Address }
~e('l/~1"'~"\'OU'" fl
Address
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COMMONWEALTH OF PENNSYLVANIA:
I
I
SSI
Vr,,, ~1. ~"
COUNTY ~E~D 0 ~
'w~K~
the witnesses whose names are signed to the attached .or forego-
and
ing instrument, being duly qualified according to law, depose
and say that we were present and saw Testatrix sign and execute
the instrument as her last will; that Testatrix signed willing-
ly and that she executed it as her free and voluntary act for
the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the will as witnesses; that
to the best of our knowledge, the Testatrix was at that time
eighteen or more years of age, of sound mind and under no
constraint or undue influence.
c..~~":'\'. t( ~
, Sworn to or affirmed
( :Vif:.d,:4-' if X-f:r;lL
nesses this ..Jl~ 6J, day of
to and acknowledged bef~re me by
and k~t,-,,-.4 /../ lihfll. , wit-
l~ot,W 192Q..'
(? - r' 'f-~
MUJj;~ CL1-( .
Notary Public '. \
-5-
NOT.\RW-SEAl.
CCNSTmCE L KM1L1,li:;~'V F~!f1C
New Cum!:~r'.and. PA Cum.-e;..and Co.
"'yCorrmssionExplres~rilI3,1991
I
ACN
AI'UaMlNT III
CONTROL III
NUMIIR
AMOUNT
,
101
.
11010
. '~.'
l".
'.',
SBN 18e-31-4404
'-j>
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i.;-,"'-'
:T:;~t4h~'J;-'CUI18ERLAND'.
,;:
m TOTAL AMOUNT PAID
:DIANEflBAAVBILL
'C/O. DAVID HSTDNE ISQ
! , . .
CHECK' 10
. REGISTER OF WILLS
_.____----T"""-
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ict
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LAW O~CE8 aGo
STONE LAFAVBR 8< STONE
414 BRIDOE BTREET
POBT OFFICE BOX E
NEW CUMBERLAND, PA. 17070
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REGISTER OF WILLS OF CUMBERL~~D COUNTY
CUMBERLAND COUNTY COURTHOUSE
CARLISLE PA 17013
/$-7 i-Ie)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 0' INDIVIOUAL TAXES
INHlAITAHC( TAX DIVIIION
DlP," 110,01
HAI_I.IURa, P& 11Ill'0'01
NOTICE 0' INHERITANCE TAX
A'PRAISEHENT. ALLOWANCE OR OISAlLOWANCE
0' OEOUCTION8 AND A5SESSHENT 0' TAX
DAVID H STONE ESQ
STONE ET AL
PO 80X E
NEW CUM8ERLAND PA 17070
DAT!
ESTAT! OF
DAT! OF DEATH
FILE NUMBER
COUNTY
ACN
02-03-97
MULLIGAN
01-11-96
21 96-0043
CUM8ERLAND
101
A"ount R..1tted
*
r
'11-11"11."111111
ALWILDA
S
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 .....
iiiy:isCj'-E'lC"Af'p"n'F9&Y"iioYicEuOF-YNHEiiii'ANCE-i:AX-APPiiA.isEi1Eiii'~uALi:oiiA;icE-ijR--------------m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MULLIGAN ALWILDA S FILE NO. 21 96-0043 ACN 101 DATE 02-03-97
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
raflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lin. 14 at Spousal rat. (15)
16. A~unt of LIn. 14 taxable at Lin..I/CI... A rat. (16)
17. A.aunt of line 14 taxable at Collat.ral/Cla.. Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
04-11-96
10-22-96
TAX RETURN WAS: (XI ACCEPT EO AS 'ILEO
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, Roal Estoto lSchodulo Al III
2. Stocks and Bonds (Schodulo BI 121
3. Closely Held stock/Partnership Int.r..t (Schedul. C) (3)
4. Hartg.gal/Not.. Receivable (Schedul. DJ (4)
S. Ca.h/Bank Deposita/Hisc. Parlonal Property (Schedule EI (51
6, Jolntl~ awnod Propart~ lSchodulo FI 16)
7. Tranafera ISchedule GI (71
a. Totel Aaleta
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funlrll EXPlnlla/Ad.. Coatl/HilC. EXPlnlel (Schldull HI (91
10, Dobts/Hortgogo Llobl1ltlos/Llons ISchodulo II 1101
11, Toto1 Doductlons
12. Nit V.lul of Tlx Rlturn
13. Charitabll/Govlrn_antll alqUlltl (Schldull 41
14, Not Va1uo of Estoto Subjoct to To.
NOTEI
RECEIPT
NUHBER
AA112727
AA146861
OISCOUNT 1+1
INTEREST I-I
473.68
26.25-
I I CHANOEO
92.000.00
78.726.70
.00
.00
78.263.31
.00
107.915.09
ISI
22.665.82
15,338,52
1111
1121
1131
1141
,00
318.900,76
.00
X'OO.
X .06.
X ,15.
1101
AHOUNT PAID
9,000,00
9,660,36
INTEREST IS CHARGED FROM 10-23-96 TO 02-11-97
AT THE RATES APPLICA8lE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. If PAlO AFTER DATE INDICATEO. SEE REVERSE
'OR CALCULATION OF AOOITIONAL INTEREST,
NOTE: To inlure proplr
credit to your ICCOunt,
lub_it the upplr portion
of thia forR with your
tax pIY.lnt.
356.905.10
3R.004 34
318.900.76
.00
318.900,76
,00
19.134,04
,00
19.134.04
19,107.79
26,2S
,73
26,98
IF TOTAL OUE IS LESS THAN 'I, NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REHECTEO AS A "CREDIT" ICRI, YOU HAY BE OUE
A REFUND, SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I
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ATTORNEYS AT LAW
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414 BRIDGE STREET
POST O"'ICE SOX E
Ntw CUMBERLAND. PA. 17070
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SUBJECT:
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Alwilda S. Mulligan
Date of Death: January 11, 1996
will No. 21-1996-0043
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1.
Yes -K--
State whether administration of the estate is complete:
No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: NIA
(c) Did the personal representative state an account
informally to the parties in interest? Yes --K- No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court e attac to this
report.
Date:
~~n
17070
~
,..
. .
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Capacity:
;;.
X
Personal Representative
Counsel for Personal
Representative
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