HomeMy WebLinkAbout96-00201
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RENUNCIATION
In Re Estate of
Henry F. Straub
deceased.
To the Register ofWUb of Cumberland
County, Pennsylvania.
the undersigned Dauphin DeposJ. t Bank arrl Trust Ccrnpany, Named OJ-EKecutor of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Lellers
Testamentary
be Issued to Mary straub
WITNE
hand this lliL day of fllbtuAAA}-' 19..1L.
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Dauphin Deposit Bank and Trust Co.
213 Market street'
Harrisburg, PA 17101
(Address)
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HENRY F. STRAUB
I, HENRY F, STRAUB, of Cumberland County, Pennsylvania, declare this to
be my will and hereby revoke all prior wills and codicils made by me.
1. Personalty. I bequeath to my wife, Mary D. Straub, all of my
tangible personel property not used in business or for the production of
income, including without limitation furniture, furnishings, clothing,
jewelry, objects of art and decoration, and the like, and any motor vehicles
which I own, together with the insurance thereon, if she s\lrvives me, If my
wife does not survive me, then I bequeath all said property, together with the
insurance thereon, to those of my children who survive me in equal shares.
Said property shall be distributed on the basis of choices in order determined
by lot and rotation, The values as finally determined for federal estate tax
purposes shall be determinative with regard to the values of the property
passing hereunder and any disparity shall be equalled by such payments as may
be necessery,
2. Residue. I bequeath, devise, and appoint all the rest of my
property, of whatever nature and wherever situated, including property over
which I h~ld a power of appointment, except that I do not exarcise any power
of appointment given to me by my wife, as follows:
(a) To my wife, Mary D, Straub, if she survives me, the
amount, if any, equal to (i) the minimum amount, after taking into
account all deductions other than the marital deduction and
applying all availabla credita, which ia naceaaary a. the marital
deduction to reduca to the loweat poaaibla amount the federal
e.tate tax payable by reaaon of my death and any federal genera-
tion .kipping tax on any tranafer with reapect to which I am the
deemed tranaferor, minua (ii) the value of all other aaaeta
included in my groaa eatate for federal eatate tax purpoaea which
qualify for the marital deduction and which paaa or have paaaed to
my aaid wifa under other proviaiona of thia inatrument, by opera-
tion of law, aurvivorahip or otherwiae, including, without limita-
tion, proceeda of life inaurance policiea on my life, but without
conaideration of any aaaeta which have or may have passed to my
wife pursuant to the terms of the Agreement of Trust described
below,
(b) The remainder of the property passing hereunder (or if
my wife, Mary D. Straub, does not survive me, all of the property
passing under this paragraph 2) to my wife, Mary D, Straub, and
Dauphin Deposit Bank and Trust Company of Harrisburg, Pennsyl-
vania, or the survivor or successor of the foregoing, as Trus-
tee(s) under an Agreement of Trust executed by me on July ~,
1991, to be held by said Trustee(s) and added to and administered
as part of the trust established by said Agreement. Said trust is
in existence as of the date of execution of this will, and it is
my intention, if necessary to validate the foregoing gift to the
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.2-
Trustee(s), to lncorporate herein by reference its terms and any
amendments thereto.
3. ~urvival. If any beneficiary should die within slxty (60) days
after me, then he shall be deemed to have predeceased me for all purposes of
thls wl11.
4, ~pend~hrif~ Clause, No interest (whether in income or principal,
whether or not a remalnder interest, and whether vested or contingent) of eny
beneficiary hereunder shall be subject to anticipatlon, pledge, assignment,
sale or transfer in any manner, nor shall any beneficlary have power in any
manner to charge or encumber his said interest, nor shall the said interest of
any beneficlary be liable or subject in any manner while in the possesslon of
my fiduciaries for any 11abl1lty of such beneficiary, whether such liability
arises from his debts, contracts, torts, or other engagements of any type,
S, facllitv of pavmant for Minors or Incomoatenta. Any amounts or
assets which are payable or distributable to a minor or incompetent hereunder
may, at the discretion of my flduclaries, be paid or distributed to the parent
or guardlan of auch minor or incompetent, to the person with whom such minor
or lncompetent resides, to a trust existing solely or primarily for the
beneflt of such mlnor or incompetent, or directly to such mlnor or incom-
petent, or may be applled for the use or benefit of such minor or lncompetent,
6. powers. In addition to such other powers and dutles as may be
granted elsewhere herein or which may be granted by law, my fiduciaries
hereunder shall have the following powers and duties, wlthout the necessity of
.3.
notlce to or consent of any court, but subject to the requlrement of ordlnary
due cere:
(a) To retaln all or any part of my property, real or
personal, ln the form ln whlch lt may be held at the tlme of lts
recelpt, lncludlng any closely held buslness ln whlch 1 have an
lnterest, lf ever any, as long as ln the exerclse of thelr
dlscretion lt may be advlsable so to do, notwlthstandlng that sald
property may not be of a character authorlzed by law.
(b) To lnvest and relnvest any funds held hereunder ln any
property, real or personal, lncludlng, but not by way of 11mlta-
tlon, bonds, preferred stocks, common stocks and other aecurltles
of domestlc or forelgn corporatlons or lnvestment trusts, mort-
gages or mortgage partlclpatlons, mutual funds wlth or wlthout
sales or redemptlon charges, and common trust funds, even though
such property would not be consldered approprlate or legal for a
flduclary apart from thls provlsion,
(c) To sell, convey, exchange, partltlon, glve optlons to
buy or lease upon, or otherwlse dlspose of any property, real or
personal, at the tlme held by them, at publlc or prlvate sale or
otherwlse, for cash or other conslderatlon or on credlt, and upon
auch terms and for such prlce as they may determlne, and to convey
such property free of all trusts.
(d) To borrow money from any person, lncludlng any
fiduclary hereunder, for any purpose ln connectlon wlth the
adminlstratlon hereof, to execute promlssory notes or other
obllgatlons for amounts so borrowed, to secure the payments of
such amounts by mortgages or pledges of any property, real or
personal, which may be held hereunder.
(e) To make secured loans, or unsecured loans lf to my
wlfe, her estate or any trust establlshed by elther of us, ln such
amounts, upon such terms, at such rates of lnterest, and to such
persons, firms, or corporatlons as they may deem advlsable.
(f) To renew or extend the tlme for payment of any
obllgatlon, secured or unsecured, payable to or by them as
flduclarles, for as long a perlod or perlods of tlme snd on such
terms, as they may determlne, and to adjust, settle, and arbltrate
clalms or demands ln favor of or agalnst them.
- 4 -
.
(g) In dividing or distributing any proparty, resl or
personal, included herein, to divide or distribute in cash, in
kind, or partly in cash and partly in kind.
(h) Without limitation of powers elsewhere granted
therein, to hold, manage and develop any real estate which may be
held by them at any time, to mortgage any such property in such
amounts and on such terms as they may deem advisable, to lease any
auch property for auch term or terms and upon such conditions and
rentals as they may deem adviaable, whether or not the term of any
such lease shall exceed the period permitted by law or the
probable period of retention under this instrument; to make
repaira, replacementa and improvements, atructural or otherwise,
in connection with any such property, to abandon any such property
which they may deem to be worthless or not of aufficient value to
warrant keeping or protecting, and to permit any such property co
be lost by tax sale or any other proceedings.
(i) To employ such brokers, banks, custodians, investment
counsel, attorneys, accountants and other agents, and to delegate
to them such duties, rights and powers as they may determine, and
for such periods as they think fit.
(j) To register any securities at any time in their own
names, in their names as fiduciary, or in the names of nominees,
indicating the trust character of the securities so registered.
(k) With respect to any securities forming a part of the
trust, to vote upon any proposition or election at any meeting of
the corporation issuing such securities, and to grant proxies,
discretionary or otherwise, to vote at any such meeting; to join
or become a party to any reorganization, readjustment, merger,
voting trust, consolidation or exchange, and to deposit any such
securities with any committee, depository, trustee or otherwise,
and to payout of the assets held hereunder, any fees, expenses
and assessments incurred in connection therewith, to exercise
conversion, subscription or other rights, and to receive or hold
any new securities issued as a result of any such reorganization,
readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other rights and generally
to take all action with respect to any such securities as could be
taken by the absolute owner thereof.
(1) To engage in sales, leases, loans, and other transac-
tions with the estate of my wife or any trust established by
either of us, even if they are fiduciaries or beneficiaries
thereof,
- 5 -
Pennsylvania or its successors. If my wife should be unable or unwilling to
serve or to complete the administration of my estate, then the other co-
axe cut or shall serve as my sole executor hereunder. My fiduciaries shall
serve as guardien of the property of any minor beneficiaries hereunder, under
any instrument of trust executed by me, under any policies of insurance on my
life, and in any other situation in which the power to make such appointment
exists under the lawa of Pennsylvania. No individual fiduciary shall be
liable for the acts, omissions or defaults of any agent appointed and retained
with due care or of any co-fiduciary. No fiduciary named herein shall be
required to furnish bond or other security for the proper performance of his
duties hereunder.
9. Gender. Unless the context indicates otherwise, any use of the
masculine gender herein shall also include the feminine gender.
IN WITNESS WHEREOF, I, Henry F. Straub, herewith set my hand to this, my
last Will, typewritten on eight (8) sheets of paper including the self-proving
attestation clause and signatures of witnesses, this /0/10. day of July, 1991.
I
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(SEAL)
Witnessed:
;fh/ ..J. U~ residing at
WI!/J1' ~"'trm- ,..ldto,"
~,,~ [} )). f/f(J residing at
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COHHONWEALTH OF PENNSYLVANIA
SS:
coUNTY OF DAUPHIN
Henry F. Straub (the testator), 7'hAJ .J 0~
f/Jat/J.l1 J~l./t;)Il- , and (the
witnesses), ~ose names are signed to the foregoing in being first
duly sworn, each hereby declares to the undersigned aut that the
testator signed and executed the instrument as his last will in the presence
of the witnesses and that he had signed willingly, and that he executed it as
his free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the testator, signed the will
as witness and that to the best of his knowledge the testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
WITNESS:
TESTATOR:
~;/~. W~
9~. f.;;;3l~
Henry F 'rraub'
WITN SS:
WITNESS:
jlf4U' JJ,~~Orh
Subscribed, sworn to and acknowledged before me by Henry F. Straub, the
testator and subscribed and sworn before me by /Jt2&J../ J I/t?/\~
f.Lbf0Ai.J ) ;I~Nj)It>-- , and )(tJA1AV 10 ~ ' the witnesses,
this Ie/II day of July, 1991.
-cC2
Notary Public
(SEAL)
- 8 -
NOTARIAL SEAL
JENNIE E. R:1N, NollllY PullIic
Honisburg, Dauphin CcIlnlV
Mt CommIsalon Elqllrel Jan. Ill, Il1l13
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McNEES. WALLACE III NURICK
100 PINK STREET
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McNEES, WALLACE & NURICK
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rAAHCll 8 HMS, JR
INoIUtL A. 8CHA(CM(HQAlJIT. JR
March 11, 1996
Hand Delivered
Cumberland County Courthouse
Register of Wills
One courthouse Square
Carlisle, PA 17013
Re: The Estate of Henry F. straub
Date of Death: December 12, 1995
Social Security No.: 169-12-5148
Our File No.: 17420-0001
Dear Sir/Madam:
Enclosed is a check in the amount of $17,602.00 in payment
of the Estimated Pennsylvania Inheritance Tax payment.
Very truly yours,
)iP~ rgk
stephanie Kleinfelter' .
Estates and Trusts Paralegal
SK/lmk
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RECEIVED FROM:
&
ACN
ASSESSMENT r:t
CONTROL IiII
NUMBER
AMOUNT
I MCNEEB WALLACE & NURICK ATTYS
POBOX 1166
101
.1"1,oO!.OO
HARRISBURG, PA 1710B-1166
POlO Hrll
ESTATE INFORMATION:
!I I NUMBER
U 21-1996-0201
!I NAME Of DECEDENT llAST)
1;1 STRAUB HENRY F
I DATE Of PAYMENT
II POSTMARK IWf
COUNTY
BSN 169-12-5148
IFIRST) (Mil
CUMBERLAND
DATE Of DERIl
REMARKS
MCNEE8 WALLACE & NURICK ATTYS
m TOTAL AMOUNT PAID
.17,602.00
PB
RECEIVED BY /l<<.v2..L '~fU. t1 It.
MARY C. LE~S ~I(Ai~
REGISTER OF WILLS REGISTER OF WILLS IoY-{dij-
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent: HENRY F. STRAUB
Date of Death: December 12. 1995
Will No.:
Admin. No.: 1996-00201
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
January 10, 1996:
~
Address
Mary D. Straub
422 Parks ide Road
Camp HIll, PA 17011
Dauphin Deposit Bank & Trust
Company
213 Market Street
Harrisburg, PA 17101
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A.
Date:
.:Tvl) q,. 19%
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Neal S. West, Esq.
McNEES, WALLACE & NURICK
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108
(717) 232-8000
Capacity:
Personal Representative
x
Counsel for personal
representative
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September II, 1996
VIA FEDERAL EXPRESS
Cumberlnnd County Register of Wills
Cumberland County Courthouse
I Courthouse Square
Carlisle, PA 17013-3387
00
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RE: HENRY F. STRAUB ESTATE
No.: 1996-00201
-
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Ladies nnd Gentlemen:
-
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00
Enclosed for filing with your office for the above-referenced Estate are the fonowing
documents:
I. Two (2) originals of Pennsylvnnia Inheritnnce Tax Return, No tax is due with the
Return.
2. Two (2) originals of the Estate's Inventory.
3. Copy of United States Estate Tax Return (Form 706) filed for the Estate,
Enclosed for filing these documents is our firm's check in the amount of $25.00. Please date-
stamp the extra copies of the Inheritance Tax Return nnd Inventory nnd return to me in the
envelope provided,
..
\0 t:~
~
'0 .. -"0:
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l"VL.-;: Ci: " d
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'6 ~ fu ' ..~
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fj /~~ffJ pr)
ty-''''lX'(7~ /O.()O
i! COMUOHWlALTH 01' 'INNmVANIA
OI_TMIHTOI'ftIVlNUI
Din. 1101O.
HA....II.U..O' PA ''''HII01
1.'J-:iY- 1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPUCATE
WITH REGISTER OF WILLS)
{}/
~~1213''''
FIll! IlUMI!R
21 1996
COUNTY CODE YEAR
DECEDEHl'S COM~ ADDRESS
422 Parkside Road
carrp Hill, PA 17011
12 12 95 04 22 1921 Cell o.mberlarxl
SOCIAl. SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRucnoNS)
198-05-3877 681 351.47
2. Supplomen1al RI1um 3, IIemIIndIr IIeIJm
(fo, doI",.t "Nth ,rkN" 11-'''''2)
:€J:a. Fecllrtl e..TIll Rolum ~1NcI
0201
NUMBER
DECEDEHl'S NAME (lAST, FIRST, AND MIDDLE INIT1AI.l
straub F.
SOCIAl. SECURnv NUMBER
D!~ 169-12-5148
CHECK
APPRO-
PRIATI!
ILOCKII
o 4. l)nIlod e..
~ 8. llecedonI D*I T_
(AIlacI1 copy of WI)
m 4L Fu1u11l1_ CclI1'fllo.,.... .
(lot daM 01 deIIh _ 12-12-112)
19 7. Decedent Mtln1IIned aLMng TNIl
(_capyaITrull)
JL s. Total Nu",,* a' SaIa DopDIIl ea-
1'1111 :1 'i;";" I ""I r ';' 'i [' '11~'" 'l' t 'I '~' ~",:" t: \~'l~"r""l' 1;'jll"-lli'':II'I'I'I'''';'~T''1 "'''''l'~'' '1)1"..'t'I;.'(,H'~'lr"I"I[;'II':':I":;""""";'I'~ '~"1171;1;11 ;'11'" 11I1'lrr,1 t'll 11'1:,.; t. I 'II" III! 1': 111"1''1':1: Ifl~: qt"I'
I,.. _I.., .t...h~. ..11..'",:" j I.~~ J, ",'I'l!~~I:~.U..,~..I.l,.... 1~ILj.~....L,~'LI.J",I, .:..A........"-:.lL:.i.. .1.t:"Hjn..~~..IIL.ltIIIIlIUII"I"III"IIo"lhl'l 1,'jl,11 u II lid'! \oI",'I'J'
NAME
Neal S. West
m.EPHONENUMBER
717-237-5210
1. Real EIIaIa (SchoduIe AJ (1 )
2. SIoc:b and Bondi (Schac1I1e B) ( 2 )
a, ClaIIIy HekI SIadl/Pll1neltNp 1_ (Sch. C) (3 )
4. MarIgagoa and NaIll RIcaIvaIlle (Schac1I1e D) ( 4 )
II. Calh.1Iri 0IpaIlII& M~ Plnanal (0)
PIop<<1y (Schac1I1e E)
8. JaII11ly Owned PIop<<1y (SchIduIe F) ( e )
7. Tranalora (Schadule 0) (Schadule I.J ( 7 )
8. Tatalcw.~(lalllU_1-7)
I. Fu..... ~~CoIlI, (I)
MIIcIIanaaua ~ (Schadule H)
10. DebCI, Mal1gege UabI1lao, UenI (ScheQlle Q (10)
11. Total Doc1ldlana (la1II Unee 11&10)
12. Nel v.... of EIlaIt (LIne a rTlnJt Une 11)
la. CharllabIa and 0avarnmtntaI Bequ.u (Schac1I1e J)
14, Nel v.... Su III Till ,. 12 rrWlI Une 13
111. .......Trond". POI ......Id..t..,... ...so-..~ aM (1a)
IunctoNtor ""....,_-'....... "ofL(ItI.d.
.....tro.loh..... Keractl.dvlt M..
1 II. Amount 01 Una 1411llab1e &I e'JCo ra1ll
~nckHla v"'lram ~ K C( Schedule M.)
17. Amount 01 Una 1411llab1e &l1a% rate
~ncluda vllluMIram llcI1eOOIe K C( Schedule M.)
TAll la. Pl1ncIptl1lll clle (Add 1Ill1ram U_ la, la and 17.)
CClfMIUTA- 111. ~ ap'."'''''vtt1yCt.dll Pr1ar Paymenla Dlecaunl
TIOH + 17,602.00+ 428.65-
than Une 1a. _Ihe _~... an LIne 20. T1ia IlIhe OVERPAYTM!HT.
COMPLETE MAlUNO ADDRESS
M::Nees, Wallace & R1rlck
100 Pine street, P.O. BaK 1166
Harrl PA 17108
N::zle
N::zle
N::zle
N::zle
4,569.44
N::zle
866,762.75
33,988.49
871,332.19
(S)
20,254.45
(11)
(121
(13)
54,242.94
817,089.25
N:rIe
(14)
681,351.47 x.QQ.. .
817,089.25
0.00
(1Q)
135,737.78 X.08 .
8,144.27
0.00
(17)
0.00 x .10 .
(1a)
8,144.27
18,030.65
9,886.38
1-
(18)
(20)
ADDA."
see SChedule attached
AOaftlU
_100 Pine street P.O. BaK 1166
, PA 17108
~ 10 11ft
OAT / '
'1 Ie /it,
0"" REV-1l1OO EX (7-14) pege a
Act MI 01 1lllM provlcl.. for the reduction 01 the tax rat.. Impoled on the n.. value 01 tranaren to or for the ule or
the 1pOU'" lbe rat.. .. preacrlbed by the atatute will be:
. 3% (JI3) wiD be appRClble for Mtat.. 01 dlClClenta dying on or Iller 7/1/84 and before 111M
. 2% (Jl2) wiD be appRcable for Mtat.. or decedenta dying on or Iller 111M and before 1/1187
.
., . 1% (.01) will be applicable for eatat.. or deced8nta dying on or aller 1/1187 and before 1/11118
. Spousal tranare,. occurring on or alllr 111/98 will be exempt from Inherllllnce tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS.
YES NO
1. DId cIecedenl mob alrlllllw and:
L rWln1lla_orIncomo0IlhaplOllll1y1ranllomld,.."....",...........",....................................... x
b. rWIn 1Ila rtghllo doIIglllla who thIII _lhe pIOplll1y 1ranaIamld or lis Income,.. . . .. , .. .. , . . , , . , . . . . , .. . , .. . . . .. .. , . . , .. x
c. rWIn alr.lAtllonlry ~ or.....,.........,.........,...,.. .................... .........................,.. x
d. r*lIIYa lha plOIriIa lor lie 01_ poymon1l, benall1l or CIRl?".,.,."'...".."".,..".,..".,.,..,.....,.....". x
a. lI_lllll:Ilnd on or beIora 0-, iIlII 12, 11lll2. did dac:8dent within two years precadlng - Irlllllw proparly _ut ~ng
adaqUaII oo'....lIlon? II _ ooculllld Ift8r Dacernber 12, 11lll2. did dac:8dent1rlnllw pIOplll1ywlthln ona year 01_ wtIhouI
raceIvIng adaquall ooneld<<aIIon?....,...."...,.......,..,...,....,...."......,..., ... ... ..,...........,....... X
.
:So DId.......ownan'ln1rUlllar'banklCCOUntl1h1aorher-?..,......... ..,..,......,.......,..,..,..,........... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PAllllOl HTF 1110
CD eo,nht '.....Ioftwue Ont1, 1'" Nla.InGo MM'AD02
IIav-,... u+Cl-tll
SCHEDULE E
CASH, BANK DEPOSITS AND
IIISCEUAHEOUS
PERSONAL PROPERTY
PIeae Pr1nl or
ALE NUMBER
COMMONWEALTH OF PENNSYLVANIA
IHH!IlITAHCa TAX M1\lIIH
R!IllIIl!NT~
ESTATE OF
Hemv F. straub
21-1996-0201
mud be cI'~ll..d on &chItin'"
VALUe AT
DATI! llfI DeATH
willi... R or
!TEll
110.
Dl!SCIIIPTlON
1 '!be New En;Jlard InsuraIICEl O:xrpally, Boetcn, MA;
Policy No. 25 90 154;
0i.I1ner: Henry F, Straub
Insun!d: Mary D. straub
Face Value $2375.00;
Cash sw....eOOer Value - $3,871.44. See attached Fonn 712
2 PA DepartIreIlt of Revenue -- refund due en 1995 PMO
3,871.44
698.00
;
.t
TOTAL AIlIO on18ron..... D.
(AIIdIlddI1lolllll 8 11Z' x 11"'-. rncK81p1C81s neede<L)
n .
4 569.44
PA1101t _1111
Cep""""...aon-rtOntr. tIMNetoo.ine. N..PAO"
R!V-1Dl0 EX. (2-e7)
COMMONWEAl.TH OF PENNSYLVANIA
INH!IIITAHCl! TAX R~N
Rdlll!NT D!cmeNT
SCHEDULE G
TRANSFERS
PlEASE PRINT OR lYPE
HenrY F. Straub 21-1996-0201
'OIlS lIQI.lIIUST II! C(DIllETm . FILED IF THE AHSWER 10 NfV OF 'OIl! QUEST10NS 011 THE REVERS!! SIOI! OF COVER SHUT IS Yl!S.
DECO. , DOUNI VAWE
DESCRIPTlON OF PROPERTY
ITEM 1~:;n-ol1he~' thW EXCWSlON TOTAl. VAWE % OF DECEDEHl'S
NO. nIdO to decodonI. cIaII ollronoler. OF ASSET INT, INTEREST
1 'I'iientieth century Priority 0.00 226,071.51 100\ 226,071.51
Ir\VeStOI', Irxllvidual Retirelrent
.l\I::I:lOOIll: No. 024-000321522, valued
per letter attaclm. Beneficiary
naned al acco.mt is spoose, Mary D.
straub.
2 Dauphin DepoSit Bank Inlividual 0.00 600,000.00 10D\ 600,000.00
Retirement J\cO:AJllt No. 0284652001,
valued per letter fran Dauphin
DepOSit Bank; Beneficiary the
tnIBtee under will.
Interest accrued en above as of 5,868.49
~t's death
3 Dauphin DepoSit Bank IRA, Ale No. 0.00 26,822.75 100\ 26,822,75
4600494006, valued per letter fran
Dauphin DepoSit Bank. Beneficiary
~ _is Estate of Henry F. _straub.
4 RceenBIY G:Juld, daughter 3,000.00 2,500.00 100\ 0.00
4225 Red Bandana Way
ElliCXlt City, M> 21043;
cash gift rrac1e by ~t al
32/25/94
5 Rl:::lSeIMIY G:Juld; 3,000.00 5,000.00 100\ 2,000.00
cash gift rrac1e by decedent al 3/95.
6 MaIgaret ClrXaI1 - daughter 3,000.00 2,500.00 100\ 0.00
RRlI1, Bale 321
Ca,veOOish,vr 05142;
cash gift rrac1e 32/25/94 by decedent
7 MaIgaret ClrXaI1; 3,000.00 5,000.00 100\ 2,000.00
cash gift rrac1e by ~t in 3/95.
8 BaIbara Straub - daughter 3,000.00 2,500.00 100\ 0.00
9311 l'm'th Avenue
ail ver Spri.rY;J, r-D 20901;
cash gift rrac1e 32/25/94 by decedent
Total fran cxntinuatial mae (s) 4.000.00
TOTAl. (Alto enter on 1118 7, lalIonl S 866.762.75
IU more tpllOlllll needed, 1.-1ldd11lonel ~ ollllmll.....l
PAl. lilt NTF 1U7A
CI,rrt.t1tFOf...Io'twateOnIy, '114 N,Iea, ,"Co HMPA101
HemyF,straub
Page 2
21-1996-0201
sc:mmIE G -- Transfers
Descripticn
DecederIt Dollar Value
Tot:alValue Percent of IJeoet:letlt I B
Exclusioo of Asset Intexest Interest
3,000,00 5,000.00 lOOt 2,000,00
3,000.00 2,500.00 lOOt 0.00
9 JIfom."'a straub;
. cash gift nade by ~t in 3/95.
10 Hank Straub - BC.t1
2806 Bec:kerIria3e Blvd.
Nc:Il:rist:atm, PA 19403;
o cash gift nade 12/25/94 by ~t
U Hank Straub; 3,000.00
cash gift made 3/95 by ~,
5,000.00
lOOt
2,000.00
12 ~eeI,1eI1t of Trust dated .:J\.I1y 10,
1991, between ~t, as Settlor,
m:l Mary D. Straub aM DauPUn
Deposit Bank, as TrusteeS, Trust
was oot: funded at the tirre of
death; o:Jf!I of ~t:Ellent attached.
0.00
'l'CmL, (Carry foxward to main schedule) . . . . . .
4,000.00
~
o
---~
TWINT.ITH CINTUI'
July IS, 1996
Unda M Eshelman
McNees. Wallace. &. Nurick
100 Pine St.
P.O. Box 1166
Harrisburg. PA 17108-1166
Re: Account 024-000321522 - Vista Investors. IRA Henry F. Straub
Dear MI. Eshelman:
We have received your recent correspondence regarding Henry Straub's Twentieth Century
Individual Retirement Account.
The value of Mr. Straub's IRA on December 12, 1995, was $226,071.51. In addition. Mr. Straub
had designated Miry D. Straub as the sole primary beneficiary of his IRA,
.I hop~ thillinformation is helpful. Ifwe may be of further assistance. please do not hesitate to call
our office at 1-800-345-8810. and a Priority Investor representative will be glad to assist you.
Sincerely,
~~~r!:~
Correspondence Representative
071296140150:dil
Enclosure: Business Reply Envelope
P.o. Box 419287 . Kanus City. Mluourl64l79-9965 . (816) 531-5575 or 1~10
D
(~ t;
Dauphin Deposit Bank
andT~~~
MAIN OPfICI; 113 MARKIT STR!!T. HARRI88URG. PINN8VLVANIA '7'01
m 268-112'
Neal S. West
Attorney at Law
100 pine Street
PO Box 1166
Harrisburg, PA 17108-1166
Ru: EsLntu of Henry r. Otruub, dccoudud
Dear Mr. West:
This will confirm our recent telephone conversation, relative to the above
Estate.
You hud advised that sometime during the latter part of January that we
meet with Mrs Straub to discuss the administration of the Estste. 1 advised
that we hold two IRAs and you suggested that 1 obtain information relating to
the amounts and names of beneficiaries prior to our meeting,
The larger IRA had a date of death value of $605,868.49. 1 enclose a copy
of the Beneficiary designation which reflects that Dauphin Deposit , Trust
Company, Trustee under the Last Will and Testament is the named Beneficiary.
However, in reviewing the copy of the Will that we have in our possession,
- which is dated July 10; 1991, there is no Trust established under the Will.
You will note that a portion of the residue is given outright to Mrs Straub
with the remaining portion distributed to the Agreemant of Trust under the
same date, July 10, 1991 which Mr Straub had established on the same date of
his Will.
1 have contacted our IRA DepsrbDent relative to this information and they
,,',11 1'~'1l!',re I) legft! opinion with re[tard to the pL'oceeds.
The second IRA which has a value of $26,822.75, names his Estate the
beneficiary.
1 expect that you will be contacting me when you are ready to meet. In
the meantime, should you have any questions, do not hesitate to got in tlluch
with me. My direct telephone number is 255-2149.
Sincerely,
M.:J c7J./2~
Churles H. Faust
Senior Vice President
and Trust Officer
CHF/mh
COUIolONWlALTHOl'PlNNmVAHIA
INHIIUTAHCI TAX ~ITU~N
filllDINT DICIDINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
M'SCELUNEOUS EXPENSES
....... PrIn1 or Type
F1LZ NUliIUI
21-1996-0201
,
~IY-"" u.P-IIl
.
aTA11!Of'
p. StraUb
AJlj()UHT
I11!lII
NO.
A. FuMr8I !llpeMM:
See SChedule attached
Dl!SCRIPTlOll
12,258.51
Total f1:an exntinuatioo pagels)
.. ~Coeta:
1. .....1III1\Ip~ ConYniIoIOne
Sod" securtty NumbW ol.....nll RoprMGll\allY8:
V.. Cu.1..L lenl plkS
0.00
2. ,.,., feN
Narre: ~, wallace &: Nurlck
3. F....., Ean1>1IOn
ClIIImaI'IIMarI D. StraUb RelallonshlpSpOOBe
~ 01 C\IInWI1I1 deceden1'1 death
Slreil Addreaa 422 Parkside Road
17,000.00
3,500.00
CIty Carl1l Hill
S1II8 PA
ZIp Cede 17011
496.00
4. Prob&II feN
C. ~EIqM!UIU:
1 M:Neea, wallace &: Nurlck .- ~ts as follows:
633.9B
Postage :
I.ocal cmrier:
WestlaW
$ 75.00
$139.41
$ 23.00
$ 5.00'
$ B.22
$ 29,50
$353.B5
100.00
DJplicating :
Telepb:l1e:
Fax:
Q:urt FeeS:
2 It:Ne~'', wallace &: Nurick -- reserve for eloeing c:oets
TOTAl. AIaO e_ on 1118 8. R
(If more ...- .. needed. InMrt edcI1IolIII aheeta of same aIze.)
33 988.49
PAtin' NTP .111
c.,rrtPt,....aon-nOftIy. ""Nlkloflno. NMPA1"
E8t.te of I Henry p, Straub
sc:m:rnrR H, PARI' A -- ~ Expenses
Page 2
21-1996-0201
IteIll
N,:).
Descrlpticn
l\nr::unt
-
1 p....lllA"rl - Penn HaJ:rls - expenses ino.lr.r:ed far funeral lunchecn
2 Rolling Green oemet:ety Cl:rrplIny -c:peni1'Ig arxi closing fees
3 Deissler's Flowers arxi Greenery - funeral flCWlrS
4 Neill Rmeral1bre, Inc. - funeral services
5 Bracher.Jorf Mencrials -- Headst:ale
1,903.55
680.00
334,96
8,185.00
1,155.00
!
c
=
tI, 4
'lOrAL. (Carty forwatd to aain schedule) . . , . , .
12,258.51
.
> ,.....,> ..
lIlV-'III1X.,,/III
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE UABIUTIES AND UENS
~ Ptlnt<<
PILE NUIIIl!II
21-1996-0201
~THMI'INHm.VAHIA
INHI"lT.....CITAll"ITU""
XIIlDINT DICIDINT
UTA" 01
P. StraUb
I1'D
NO.
DUCR1PT1Otl
NIIOUNT
1 1st J\marican Health Care - nursing care - balance due:
5,725.02
InvOice No. 20059704
20060458
20062002
20061030
$ 932.67
$1309.35
$ 838.50
$2644.50
2 }i:)ly Spirit Hospital - balance due
3 west SOOre arergency Medical services - traIlSpClrt fees
4 HealthSoUth Rehabilitaticn of ~c:sb..u:g - balance due
5 Health Force - balance due
6 PA DepartI1'ent of ReveIUIe -- estinated paynent rrade al a.c:ooont of
1995 PMO
7 Intema1 ReveIUIe service -- tax due al 1995 Fol:m 1040 filed
jointly with spoose; we are deducting 74.18\ of the tax
l~~~ (~'B share of inccme l.~)
8 Intema1 ReveIUIe service -- estinated tax paynent rrade al
llOOO'mt of 1995 Fol:m 1040 joint :retum with spc:use; \\'e are
deducting 74.18\ of the tax paid.
270.44
105,00
13,64
104.00
250.00
7,110.15
6,676.20
TOTAL Alto onW on lno 10. Illlon
(n ~ 11'_ II need8d.I.-t IdcI1lOIU11 .- 01 IIlTl8 1IZe.)
20 254.45
PAtltlt IITI'lIIO
CoIl,...", F.,.. Iottwete Ofltt. '1M H,Ioo. me. NM'A,a'
.
.
.
.
.... -. - ........ ....
"W-11'4IX. t'~
SCHEDULE K
UFE ESTATE/ANNUITYI
TERM CERTAIN
COIo\"OIIWIAl.TH Ol' 'IHHI'/I.VAHIA
IHHIRITANCI TAX "ITUft"
~1"OIHT OlelOIHT
mAte Of' FIU!NWIIIER
F. ~ 21-1996-0201
ThIa.eh.clo"lIlD be UMd tor" tingle.... JoInt or IlJC(lIIIIVelte __ and lDlII1 eerUln calCU18lIo1ll. fol d_ of doalh alW 12-31-81 and
~ &-1-811, OClUorIIIl-..tor tingle Ite calCUlallDllI can be loIlnd In _e Booldol (REV-11l(l1 8). fol - 01 doalh on Of - &-1-811
0ClU1I1II1-.. can be lDIlnd In IRS PublC8llon .,4117 N:1IJorIII V..... ha VolUnw.
1h81nol1Ul1*"1 cnaIInII tIl8 ... \nlIII8Il1I 0: (PIMM a11aoh S CI>f1'IoI....tnmWI1l
WI ~DoodolTIU'" O\IW
om 01 BIrth
D. straub
1 28 20
76
1. VoJuo 01 Fund trom wticII ute EatalS(I) Is paylble:,. ...,.. .....,..,........,...... .., .. .., ...... $
563,017.74
.46016
:z. AclUorIII F_l*'approprlIllllToblo,......,.....,...............,..,.....,.,......,.,..,..,
1n\81811 Table rll8 _ 03112% 0 8% 0 10% ~er1able Rile 7.4 %
3. V.....oIUte&lalll (Uno 1 x Une2),..,..,.....,.. ,....,...... ....,................ ......., $
266 , 281.44
!lIlM(1) 01 A/lnul1an1(')
om of BIrth
1, V..... 01 Fund fIOm whlclllnllllly Is payable. .. .. .. . .. ' .. .. .. .. .. .. .. .... $
:z. CheCk IppIDpI\I18 bIod< belOW and e_ correopondlng (number) In column ....,..,..,. . , , . . , , . , . . . , ,
fTeqU8llCY 01 pl'jOlll_ 0 WfIIiKif (52) 0 BI-weeldY (28)Il Monthly (12)
o Qu.-1y (4) 0 Sen'I-Annulll'f (2) IT' Anl1l1ll'f (1) DO\I1el'
3. MlOUntoIPayoulperporiod....,...."..,.....,.........................,.................
4, #olllII8Q1I8 Anl1ltl payment. Une2xUne3.....,.................,.............,....,.........
8. ""I1l11y F_ (_lrwtNcllOllI)
1n\81811 Table rote _ 03 1/2% 0 8% 0 10% OVer1abIe Rile %
e. AdJulllm8nlFICtIlt'(_lnt\I'UCIIOne).........,..................,.....,...........,....,..,...
7, Value 01 Anl1l11y -It U"'ng 3112%, 11%, 10% or It vlllabIe rile and pertod poyoulls II end
01por1od,calCUIallDnll:une4xUnos xU"., ...........,..,.................., ...... .......
It utlng vtt\lllll rll8 and pertod pl'jOlllls II beginning 01 period, calCUI8lIon II:
(Uno 4 .UnoS x U".S)+ Une3....,..............,.....".....,.....,
M011!: TIll voiUel 01 tIl8lundB which ClIII8 tIl8 obDV8 ,",,18 In\8I8III""'" be reported u pili 01 \IWl Es\&I8 AsoBII, Uno 1 \hrIlUgh Uno 7.
1h8 ~ng UlolAnlll1ly In\llr8II(.)ehoUld be repor1Id II tIl8lpproprlllew rll8 on Uneo 13,18.18 and 17 u requlnHl.
PAtlt41 ..,., 11.' CoPyftl""""" loftw.,. Only, ,"IN.loo,lnC. NISPA'.'
SCHEDULE M
FUTURE INTEREST COMPROMISE
C MV-'''" !X+ (1o.t4l
~PllflnWNM
tHI\lTNICt TAX IIITIJRN
~laHT D!CIDlHT
esTATe OF FILl! NUMBeR
Henry F. Straub 21-1996-0201
this schedule II appropriate onlY for Eltates of decedentl dying after December 12, 1812,
this schedule Is to be used for all future Interests where the rate of tax which will be applicable when the future
Interest vests In ssesslon and en 0 ment cannot be established with cartaln .
The InstlUment creaUng the future Interest Is: (Pleale attach copy of Inltrument)
a WIll 00 Trust a other
oj
DATE OF
BIRTH
11 28 20
AGE TO
NEAREST BIRTHDAY
76
I. Benenclartel
NAME OF
BENEFICIARY RELATIONSHIP
1. Mary D. Straub Souse
~ Rosemary Gould Daughter
3. Margaret Curran Daughter
4. Barbara Straub Daughter
5. Hank Straub Son
II, For decedents dying on or after July 1, 1994,If a surviving spouse exerclsed or Intends to exerclse one of the
following within 9 months of the decedent's death, check the appropriate block and supply a copy of the
document In which the survlYlng spouse exercises such wllhdrawal right.
[] Unlimited right of withdrawal m Umlted right of withdrawal
III. explanation of compromise Offer: (If more spaca Is needed, attach additional 8.5 X 11' sheets)
See attached explanation.
IV. Summary of compromlle Offer:
1. Amount of Future Interest.. . . . . . . . . . . . . . ." .. . . . . . . .. . $ 314.736.30
2. Value of Une1exempt from tax as amount passing to cherltles, ete, . . . . . . . . . . ., $ O. {)O
(also Inehlda as part of total shown on Une 13 of Cover Sheet)
3. Value of Une1 passing to spouse at appropriate tax rate. . ., . . ., . . . . . ., . . . . ., $ 186.998.52
Check 1 Block (] 6% , (] 3%. (] 2%. (] 1%,lX1 Exempt
(also Include as part of total shown on Une 15 of Cover Sheet) 127 · 737 , 78
4. Value of Une1 Taxableat Uneal Rate .................................. $
(also Include as part of total shown on Une 16 of Cover Sheet)
5. Value of Une 1 Taxableat Collateral Rate. .. .. .. .. . .. .. .. . .. . . .. .. . .. .. . $ 0.00
(also Include as part of total shown on Une 17 of Cover Sheet)
6. Total Value of Future Inlerest (sum of Unes 2 thru 5 must equal Une 1) . . . . . .. . . $ 314.736.30
ESTATE OF HENRY F. STRAUB
DATE OF DEATH: December 12, 1995
FILE NO, 21-1996-0201
FUTURE TAX COMPROMISE
Henry F. Straub (the "Decedent") left a will dated July 10,
1991, in which under Item 2 (b), the residue of the Estate was
bequeathed to Mary D. Straub and Dauphin Deposit Bank, as Trustees
under an Agreement of Trust executed on July 10, 1991 (the "Trust")
(copy attached). The primary purpose of the Trust, as set forth in
Item 3 of the Trust Agreement, is to provide for the Decedent's
wife, Mary D. Straub ("Mary"), and his children.
Under the terms of the Trust, specifically Item 3 (a - c),
Mary is entitled to the following from the Trust:
1. Net income at least quarterly.
2. Discretionary distributions of principal which the
Trustees deem necessary for her support, maintenance and
health care, taking into account such other sources of
income, support and estate that may be available to her.
3. Unqualified right of withdrawal from principal, during
any calendar year, of an amount not in excess of the
greater of Five Thousand Dollars ($5,000.00) or five
percent (st) of the aggregate market value of the assets
in the trust as of December 31 of the calendar year
during which such demand is made.
The total value to be placed into the Trust from the Estate is
$583,017.74. Using Table S, single life, 7.4t, age 76, we
calculated the value of the life estate to the life tenant, namely
Mary, at $268,281.44 (taxed at ot). This results in a remainder
(future interest) in the Trust of $314,736.30.
Mary has exercised her unqualified right of withdrawal of five
percent (st) of the aggregate market value of the assets in the
trust within 9 months of the Decedent's death, as required under 72
P.S. Section 9116(e) of the Pennsylvania Estates and Fiduciaries
Code. Such withdrawal amounted to $29,150.89 (st of $583,017.74).
We anticipate that Mary will exercise this right each year until
her death.
Using the "Expectation of Life and Expected Deaths, by Race,
Sex and Age: 1988" from the Statistical Abstract of the United
States, at the time of the Decedent's death, Mary had a life
expectancy of 11.7 years. Over this 11 year period, we have
calculated the present value of Mary's unqualified right to
annually withdraw st of the aggregate market value of the assets in
the trust, to be $186,998.52. Please see attached calculation.
ESTATE OF HENRY F, STRAUB
DATE OF DEATH: December 12, 1995
FILE NO, 21-1996-0201
YEAR MARKET VALUE OF MARY STRAUB'S PRESENT VALUE
7/10/91 TRUST UNQUALIFIED OF THE RIGHT
RIGHT TO
ANNUALLY
WITHDRAW 5' OF
MARKET VALUE OF
THE TRUST
1 583,017.74 29,150.89 29,150.89
2 553,866.85 27,693.34 25,785.23
3 526,173.51 26,308.68 22,808.17
4 499,864.83 24,993.24 20,174.82
5 474,871.59 23,743.58 17,845.51
6 451,128.01 22,556.40 15,785.14
7 428,571. 61 21,428.58 13,962.65
8 407,143.03 20,357.15 12,350.57
9 386,785,88 19,339.29 10,924.62
1. cr' - 367,44'6 ;59 18,372.33 9,663.31
11 349,074.26 17,453,71 8,547.61
251,397.19 186,998.52
"
"
AGREEMENT OF TRUST
&l THIS AClEEKENT, executed on July~, 1991, HENRY F, STRAUB, of
Cumberland County, Pennsylvania, as Settlor, hereby establishes a trust for
the proceeds of a certain policy of insurance, and his wife, KARl D, STRAUB,
of Cumberland County, Pennsylvania and DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
of Harrisburg, Pennsylvania, or the survivor or succe..or of the foregoing, aa.
Truatee(s), her.ebyegree(s) to hold said proceeds, and such additional
property .. may be placed in trust hereunder (whether during lifetime or by
testamentary act) by Settlor, Settlor's wife, or (with the consent of the
Trustee(s)) any other person, in trust aubject to the terms and conditions set
forth below. If Mary D, Straub is unable or unwilling to serve or cOllplete
the adminiatration of any trust hereundsr, Dauphin Deposit Bank and Trust
COllpany, or ita successor, shall serve as aole trustee hereunder. The
Truatee(s) shall serve as guardian of the property of any minor beneficiary
hereundsr. No individual fiduciary shall be liable for the acts, omissions or
defaults of any agent appointsd and retained with due care or of any
co-fiduciary, if any. The cOllpensation of any corporate Trustee ahall be in
accordance with its normal fee schedule in effect When services are rendered
hereunder. Mary D. Straub shall perform her dutiea as Trustee hereunder
without compensation. .
1. Initial Trust ProDertv. The Settlor has applied for and has had
issued to htmaelf the policy of insurance on his life listsd in Appendix A
hereto. The pr1mary or contingent beneficiar1ea thereof are Trustee(s) under
this Agreement of Trust, The proceeds of aaid policy shall fom the initial
principal of the trust established herein.
2, Durin. Sattlor's Lifetise, During tha 11fetl.e of the s.ttlor,
the relatlonshlp b.ew..n him .nd the Truat..(s) shall be ., fo11owa:
(.) the truat .ay b. revoked by the Settlor by wrltten
notlc. to the Truatee(a), .nd in c.sa of lucb ~.voc.tlon, .11
property th.n held ln trust shall b. givan ovar to hilll, th. trust
lUy b. .It.red or .ended by .gr....nt b.ews.n the Settlor .nd the
Truat..(s) .
(b) All lncld.nts of ownershlp in the .forelllentioned
pollcy, lncludlng but not limlted to the rlgbt to change
beneflclarl.a, sbal1 .t .11 tlaes be held by the S.ttlor.
(c) '(ha Settlor shall at all times have the right to
poaaasslon and use of aald pollcy vithout limit.tlon of .ny type,
lncluding the right to sell, pledge, aaa1gn, reca1v. the cash
surrender v.lus of, or oth.rwisa dispose of, lt vlthout any
ll.bl1lty to account for the proca.cSa of .ny such dlaposltion.
(d) All preJdUlll8 on the policy sh.ll b. pald by the
Settlor, and the Truate.(s) shall not ln .ny v.y be llable for the
f.Uura to lUke such p')'IlIents or for any.lo88 ln v.lue of the
pollcy whlcb IUY r..ult fro. luch f.nure. the Settlor do.. not
by th1a .sr..llIent ln any w,y oblls.te hll18.lf to ...ke .ny prellllU1l1
payment, and no such p.yment ...y b. .nforcad by tha Trustaa(a) or
any benaUcbry hareuncSar, Any dlvldancSa or oth.r r.ca1pta on
account of add pollcy sh.ll b. the proparty of the s.ttlor.
.2-
~
.
.
3. ~llocAtton of Asset.. The pr1mary purpose for the establisbaent
of thi. trust is to provide for S.ttlor's wif., Kary D. Straub, end hi.
children, vho at present are Ros....ry A. Gould, Ka~g.ret Mary Curran, larb.ra
E. Straub and Henry J. Straub. in the ev.nt of his decsase. Th. Settlor
anticlpat.s that a ...jor portion of his estate may b. admLnlstered her.under
as a r.sult of b.qu.sts to tha Trustee(s) contaLned in hi. wLll. Upon
Settlor's de.th Trustee(s) shall dLvlde all essets and property held in the
trust, lncluding any and all rec.ived .s a ruu1t of bequuts to the
Trust..(S) contained ln SettlOr'S will, into two shares, with the first,shar.
equal to (1) the minimwl amount, after taklng lnto account all deductlons
other than the ...r1tal deduction and applying all available cradita, whlch is
n.cessary as the marital daduction to reduce to the lowest posslble ..aunt the
faderal ..tate tAX payable by reason of Settlor'S deeth and any fedaral
g.neration skLpping tax on any transfer -wlth -r..pect to vhlch Settlor is-the
de.med transferor, minua (11) the value of all other ..sets included ln
S.ttlor'a gross .stat. for federal estate 'tAX purposes whlch qua11fy for th.
...r1tal daduction and vhich paas or have paased to Settlor'. v~fe under .ny
other provision of this Trust, under any provision of Settlor'S vi1l, by
operatlon of lav, survivorship or oth.rwlse, including. without limltation.
proceede of 11fe lnsurance pollcies on Settlor's life. Thls flrst share shall
be di.trlbuted upon completion of the computation of the shar.. outright to
S.ttlor's vlf., Mary D. Straub, if she survives s.ttlor. The .econd share
shall consi.t of the remainder of all property and assets held or received by
Trustee(.) hereunder (or if Settlor'. vlfe, Mary D. Straub. doe. not survive
- 3 -
.
.
o
ht., then all of the proper~ beld or recelved by tbe Truatee(s) bereunder)
an4 sa1d second ehare .hall be be1d and d1str1buted as .et forth 1n th1.
qre_nt of Truat .. follov.:
(a) Inco.e, The net 1nco.e sbell ba pa1d at leaat quarter-
ly to or for the benefit of Settlor's vUe for Uf., No
benef1c1ary shall part1c1pate as a co-Trustee 1n any dac1s10n
under thb subparagraph (a),
(b) Pdncioal. The Truatee(s) sball fro. tue to tlJH pay
aucb SUD& from tbe pr1nc1pal to or for the benef1t of Settlor's
vife as may 1n tbe d1scret10n of the Truatee(s) aeea necessary for
ber aupport, malntenance and bealth care, and for the u1ntenance
by Sattlor' a vife of the standard of Uvlng ulntalned by ber
durlng Settlor's 11fetue, tak1ng 1nto account aucb othar .ources
..- - of lnco..., support and ..state that may ba &VaUabl. to ber. No
baneflclary shall partlclpat. as a co-Truete. ln any daclalon
under 'th1& subparagrapb (b),
(c) VUe's Rilfhts of Vithdrava1, In addltlon to the
forago1ng, durlng any calendar yaar Settlor's vife shall have the
unqua11f1ed rl&ht ln her sole d1scretlon to damand ln on. or more
wrltings dallvered by ber to the Trustee(s) that sbe be pa1d frOll
the pdnclpal an &IIOunt not 1n excess of the greatar of Flve
Thouaand Do11ara ($5,000.00) or f1ve percent (5') of the allre-
sate market value of the asset. 1n the truet aa of Decaaber 31 of
the calendar year dudng vb1cb sucb damand 1& ucla. The d&ht
o
- 4 -
;!j.
.
parmittad Sattlor's vifa undar this subparagraph (c) must ba
axarciaed by her as herain provided on or be fora Dacember 31 of
tha calendar year to vhich applicable, and any 8IIOunt as to vhich
such right is not exercised for any given calender year shall
lapsa and shall not accumulata or carry over to any futura calan.
dar yaar.
(d) Aft.r Vlfe'. Lifetime! Limited Power of AnDointm.n~ bv
1U.fll. Upon the daath of tha survivor of Settlor and his wifa, if
Ihe survivas hill, the T1:u8tee(s) shall pay the balance held in
truat, outright or in trust, in such lIJIOunts or proportioM to or
for the benefit of any or all of Settlor's issue and persoM gifta
to whOIl are then allovable as daductions under Section 2055 of tha
Intarnal &avenue Coda (or any successor provilion), as Sattlor'a" ,
wlfa- IllAY - direct in her will making specific referenca to this
truat. To thl extent that Sattlor's wife should fail to axarcise
affactively her lillited pover of appointment, or if aha should
predecaase Settlor, then froll and after the death of tha aurvivor
of Settlor and his wife, the Truatee(s) shall psy such suma froll
tha incOM or ruaining principal or both to or for the banafit of
Sattlor's children and other issue for the purposes and sUbjact to
tha cOMiderations and other terIU set forth in aubparagrapha (a),
(b) and (c) above until distribution.
(a) Distribution of Trust. Vhen Settlor's vife ia no
longer living and no living child of Settlor La under the aga of
-5 .
.
twenty-on. (21) y..rs, the r.maining princlpal shall b.
dlstribut.d per stlrp.s to Settlor's lssue, provld.d, howev.r,
that lf any such 18aue 18 other than a chlld of Settlor and 18
than under the ag. of thirty (30) years, h18 shan ahall ba beld
for h1a ln a IIplrat. trust hereunder under the terllls of paragraph
4 be10v.
4. Seaarate Trusts, The lncome and prlnclpal of a separate trust ln
Whlcb a ahar. ls held for a beneficiary pursuant to the teras of paragraph
3(e) above shall be d18trlbuted as follows:
(a) Income. The lncome shall b. dlstrlbutad at least
quarterly to or for the benefit of the bene f1c lary , No paYllent
ahall be _de under eb18 subparagraph (a) whlch would d18c:harse to
any extent the lagal obligatlon of any person for the support of
the ben.flclary.
(b) Prlnciaa1. The Trustee(a) shall pay from the prln-
clpa1 auch a~ to or for the beneflt of any beneflclary and bla
iasue as in the discretlon of the T~tee(s) seems proper for
thair aupport, malntenance, health care, and education (inc1udlng
both undergraduate and graduat.), and auch SUIIII to or for the
beneflt of the beneflclary as ln the dlscretlon of the Trustea(s)
..... prop.r to h.1p establlsh h1a in a buainess or prof.ssion or
acquir. or furnbh a home for hlll, takins into acc:ount the other
aourc.. of incolUl, support and estate that ar. aval1abl. to the
diatributee, the reasonably anticipated needs and resources of the
.6-
beneficiary and his isaue, th.lr incoG. and .atate tax bracketa,
the deairab1l1ty of the transection (if any), and the poaaibla
application of any l.neratlon.aklpp1nl tax. No payaent ahall b.
_d. undar thb subp.ralraph (b) which would discharl. to any
ext.nt the lel51 oblilat10n of any person for the support of the
dbtributee,
(0) Dl.trlbution Df Sen.rate Trust.
(1) Vh.n such b.neficiary shall have attained
the ale of tw.nty-one (21) years, the Truste.(s) aball
distribute to hlG at his written request one third
(1/3) of the r....inlnl principal balance then held In
hb separate trust: when sucb beneficiary shall have
attained the ale of tventy-five (25) yeara, the Trus-
tee(a) .hall db tribute to lIfG -at lib vdtten reqUe.t -
one half (1/2) of th. rell&ln1ng pdnclpa1 balance; and
When such ben.flclary shall bave attained the age of
thirty (30) y.ars, the Truatee(s) ahall distribute to
him at his wrltt.n request the entire balanca held In
his a.p.r.te t~t.
(Ii) . If auch beneficiary ahould die before
makinl proper request for the entire balance In hb
saparata trust, th.n the .ntire be1anca In hb aepa.
rat. trust shall at hb daatb b. dbtdbut.d, outr1&ht
or In trust, In sucb auma or proportions .. aucb
- 7 .
beneficiary ..y direct In his la.t vIll, expres.ly
nferrinl to bb separate truat heraundar, but only
-ems Settlor'. laaUl and persona alfta to whom are
then allovabb as dec!uctlona under Section 2055 of the
Internal Revenue Code (or any successor provision);
and to the extent tbat such beneficiary .hall fall to
,
exerci.e effectively his limited pover of appointaant
hereunder, the afore.entloned balance in his separate
truat .hall then ba distributed par .tirpa. to hi.
i.aua, or, If no such Issue survive him, per stirpes
to the i.sue of his parant who vas a child or more
rellOte descendant of Settlor, or, if no .ucb bsUl
survive hiD, per st1rpaa to Settlor', bsua, vith the
-.hare of' airy -of' alich iaaue for whom property b then
held in or payabla to a .eparate truat under thi,
paragraph 4 balna added to such separata truat.
(4) Dianoslelaft noon ADDlleatlon o~ Rut. A..lnae Peme-
""lUes. Notvithstanding subparagraph (c) above, if. during the
lifetlM of a parson for who. a separate truet under thb para.
graph 4 va. e.tab1ished tha Interest of such per. on therain
becomes void under the applicable rule asainat perpetuitias, then
the balanca in such ..parate truat shall ba cSbtdbutacS outdaht
to auch person.
. 8 .
.'
,.
.
5. Survival ClaU88. If any b.n.flclary h.reund.r should dle wlthln
a1xty (60) days aft.r S.tt10r, or wlthin .ixty (60) days afur any oth.r
person the survlval of whOIl detemlnea h1a rights hareunder, th.n such
b.neficiary shall b. de.lI.d to have pr.dec.as.d S.tt10r or such oth.r p.rson
for all purpos.s h.reund.r.
6. powers. In addition to such oth.r pow.rs and dutl.s aa ...y b.
grant.d eb.whar. hara1n or whlch ...y b. granted by law, the f1duciari.a
hereunder shall have the following powers and duti.s, without the nec...ity of
notic. to or cons.nt by any Court, but subject to the requir.m.nt of ordlnary
du. car.:
(a) To r.tain all or any part of the prop.rty of S.ttlor.
r.al or p.rsona1, in the form in which it III&Y be h.ld at the till.
of ita r.c.ipt, including any closely held busineas in Which the
Settlor has an int.rest, if .v.r any, as long as in the ex.rcis.
of their d1acretion lt flAY be adv1aabla ao to do, notwithstanding
that aa1,!l,pr~p~rty ...y not be of. ~ c.h8~~ctar authorized b! ~a~, _ _
(b) To inv.at and reinv.st any funde held h.r.under in any
prop.rty, real or p.rsonal, including, but not by way of lillita-
tion, bonde, pref.rr.d atocka, cOmll~n stocks, and oth.r aacur-
iti.s of dom.stlc or foreign corporations or investm.nt trusts,
mortgag.s or 1I0rtgag. participations, and common trust funds, .v.n
though such prop.rty would not be consldered appropriate or 1.gal
for a fiduci.ry apart froll this provision.
(c) To ael1, convey, exchanga, partition, give optione to
buy or 1.... upon, or oth.rwis. dispos. of any property, r.al or
p.rsona1, at any time held by th.II, with or without order of court
at their option, at public or private ..le or otherw1ae, for cash
or oth.r consideration or for such cr.dlt t.rms as th.y thlnk
prop.r, and upon such terIIJI end for such prices as th.y flAY
det.min., and to convey such prop.rty fr.. of all trusts,
(d) To borrow 1I0ney froll any person, includlng any fiduci.
ary h.r.under, for any purpose in connection with the adainiatra.
tion h.r.of, to exacute prollissory not.s or other obligationa for
aaounts so borrowed, and to a.cure the payments of auch &IIounta by
. 9 -
.
.ortgagea or pledgea of any property, real or personal, which ..y
be held hereunder,
(e) To mau ..cured loans, or unsecured loans if to
Settlor' a vife, her estatl, Settlor' a eltate, a trust crlated by
either Settlor or his vifl, or if to a child of Settlor, in such
aaountl, upon auch tl1'll8, at such rates of interest, and to such
persons, flms or corporsttons as they may daelll advlaable.
(f) To renew or extend the time for payment of any obliga-
tion, secured or unsecured, payable to or by them, for as long a
period of ti.e and on such te1'll8, as thay..y detemine, and to
adjust, settle and arbitrate claims or demands in favor of or
agatnst them,
(g) In dividing or distributing any property, real or
personal, included herein, ';0 divide or distribute in cash, in
kind, or partly in cash and partly in kind.
(h) To hold, manage, and develop any real estate Which ..y
be held by thelll at any time, to mortgage any such property in such
..ounts and on auch te1'll8 as they ..y deem advisable, to lease any
auch prop arty for such tem or te1'll8, and upon such conditione and
rentals as they may deslll sdvlaable, vhether or not the term of any
such lease shall exceed the period pemitted by law or the
probable period of retention under this instrument; to ..ke
repafri, rip1acemene.'anli imProvemsnts, structUral and otherwise,
in connection with any such property, to abandon any such property
Which they ..y deelll to be worth1e.. or not of sufflc1ant value to
warrant keeping or protecting, and to permit any such property to
ba lost by tax aa1e or any other proceedings.
(i) To employ such brokers, banks, custodians, investment
counsel, attorneys, accountants and other agents, and to delegate
to them such dutles, rights and powers as they may determine, and
for such perloda as they think flt.
(j) To register any securities at any time in their naIIIIa
as fiduciary, or in the names of nominses, indicating the trust
character of the securities so registered.
(k) With respect to any securities held hereunder, to vote
upon any proposition or election at any meeting of the peraon or
entity issuing auch securities, and to grant proxies, discretion-
ary or otherwise, to vote at any such .eeting; to join or becolII a
perty to any reorganization, readjuatlllent, merger, voting trust,
coneolld&tlon or exchange, and to deposit any such lecurIties vith
- 10 -
.
any committee, depository, trustee or otherwise, and to pay out ~f
the trust created herein, any fees, expenses, and assess.ents
incurred in connaction therewith; to exercisa convarsion, sub.
acription or other rishts, and to raceive or hold any new secur-
ities isausd as a result of any such reorganization, readjustaent,
.erler, votinl trust, consolidation, exchange or exercise of
conversion, subscription or other rights and leneral1y to take all
action with respect to any such sacurities aa could be takan by
the absolute oyner thereof.
(1) To engege in sales, 1eeses, loans, and other transac-
tiona with the estate of Settlor, the estate of his wife, or any
trust establishsd by either of them, even if they are also fiduci-
ariea or beneficiaries thereof.
(m) To make all necessary proofs of death under the insur-
ance policies of which they are the beneficiary, to execute any
receipts for the proceeds and to institute any action to collect
aaid proceeds and to make adjustments of any claim thereunderj
provided, however, that they need not institute any action un1esa
they shall have ,been indemnified against all expenses and liabil-
itiaa to which they may become aubject as a result thereof. If,
however, they dssire to inatitute such action without indemni-
fication, they are hereby authorized to be reimbursed for all
expenses and liabilities incurred as a result thereof from any " ,
lIIDounts_,mich may be held in trust, hereunder then or th!lrea~te_r.
<n) To operate, own, or develop any businesa or property
held hereunder in any form, including without limitation sole
proprietorship, limited or ganera1 partnership, corporation,
association, tenancy in common, condominium, or any other, whether
or not they have restricted or no management rights, aa they in
their diacretion think best.
7, ~pendthrift Clause. No interest (whether in income or principal,
whether or not a remainder interest, and whether vested or contingent) of any
beneficiary hareunder shall be subject to anticipation, pledge, assignment,
aala or transfer in any manner, nor shall any beneficiary have power in any
manner to charge or encumber his said interest, nor shall the said interest of
any beneficiary be liable or subject in any manner while in the poasession of
- 11 .
_w,..'._...~..,_.,,_. _,..
....- _,,"<_,'_,,_.'_W'_
the fS,duc1aries for any UabiUty of such beneficiary, whether such liability
arise. fro. his debts, contracts, torts, or other engage.ents of any type.
8. 'aef.lltv of PaVlltlnta for Hlnora or Ineonmat.nta. Any aJIOunta
which are payable or distributable hereunder to a minor or incollpetant -y, at
the discretion of the fiduciaries, be paid or distributed to the parent or
guardian of such minor or incompetent, to the person with whom such minor or
incompetent resides, to a trust existing .olely or primarily for tha benefit
of such minor or incompetent, or directly to such minor or incompetent, or II&Y
be applied for the use or benefit of such minor or incompetent.
9, ~. Estate, inheritance and succe..ion taxes that may have
been usessed in cOlUlequence of Settlor's death, of whatever nature and by
whatever jurisdiction imposed, whether or not on account of property pusing
bereunder, other than generation-skipping taxes, II&Y on requeet of Settlor'.
_ pirional representative. ancl 'consent of tha Trustee (s) be paid out of the
principal held hereunder, u if said taxes were expenses of adlainistration
hereof, provided, however, that no such taxes shall be paid out of usets,
.uch u payment. received from a qualified pension or profit sharing plan,
that are not includible in the federal gross estate of Settlor.
10. Gender. Unle.. the context indicate. otherwise, any use of the
D&8culine gender herein shall also include the feminine gender.
11, Law Governinl[. This Trust shall be aclministered and interpretad
in accordance with the laws of the COllllllonwe.1th of Pennsylvania.
- 12 -
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. (~~ ,Ji"f"",,'lt"'S" \.. a".,,? ",' .. , ,,,. "1:- \rt '1 't ~d't')'" ~ . ""J" "-l,.,,"f;'" '''''L~~f;"'S'.'i::ivztt
';";::"l(ll;.~.} .t~';t.' 'l:t~\:'.I':':':~I:~~:~~I'~'~::~';: .~;:".:.: >::,',":;'1~:\'; !-:t- '\\"~."':~\';',f, ~ " ~ )i~'t}<.\: '. ';1. \:;)~r';;"':':~{:, '::"'i;'I-~;~}~'~~';
.t.,-,,,,\1~'II":;" \.: / : I " , . 1 '.., .11 ,"l; I . : ,t , MeNlO, WALLACI .. NURle", ,''', r,' ,l~'..:: ..: I . '" " .' " '0':": I 'tl,'~" J:,:'~~
'\'.'tt.\~t'-jl.t" . "','".,./: t I' "1,_ '. lOO'IN---ST' ",'" '. . .' .,....,':;..\O....}.\';
~ .' '\ ,. . . .... .' ., ... .'n_ . "", ' . ,01 "f
. 01, . ) to:.". .' I :. " '., ': '" .,,',.," ", . , .' j' . ,:" .' , ,\, .~ 'I '" -; "".......1'
l;'~..,'..\,~...i'.. " ,"', ':' ,'" I' . "'I.' .........IN ~' " """ "".","",.
. .....;.j,~.:O'.., , ' ':. '," : ,,'.HAR.....U.....AI7IGe. ',' , ,_ ;';.'\'., \,.';
" i.
HILL
QI
HENRY F. STRAUB
1, HENRY F. STRAUB, of Cumberland County, Pennsylvania, declare this to
be my will and hereby revoka all prior wills and codicils made by me,
1. Persona1tv. I bequeath to my wife, Mary D. Straub, all of my
tangible personal property not used in business or for the production of
income, including without limitation furniture, furnishings, clothing,
jewelry, objects of art and decoration, and the like, and any motor vehicle.
which I own, together with the insurance thereon, if she aurvives me. If..,
wife do.. not survive me, then I bequeath all said property, together with the
insurance t~e~eon, to those of my c~il~ren who survive me in equal shares.
Said property shall be distributed on the basis of choices in order determined
by lot and rotation. The values as finally determined for federal estate tax
purposes shall be detarminative with regard to the values of the property
passing hereunder and eny disparity shall be equalled by such paymant. as lIay
be necea.ary.
2. Residue. I bequeath, devise, and appoint all the re.t of my
property, of whatever nature and wherever situated, including property over
which I hold a power of appointment, except that I do not exercise any power
of appointment given to me by my wife, a. follows:
(a) To my wife, Mary D. Straub, if she .urvivea me, the
amount, if any, equal to (i) the minimum amount, after taking into
account ell deductions other than the marital deduction and
applylng all available credits, whlch ls necessary es the marital
daductlon to reduce to the lowest posslble amount the federal
estate tax payable by reeson of my death and any federe1 genera-
tlon sklpplng tax on any transfer with respect to which 1 all the
deemed transferor, mlnus (il) the value of all other assets
lncluded in my gross estate for federal e.tate tax purposes which
quallfy for the marital deduction and which pass or have passed to
my sald wife under other provislons of this lnstrument, by opera-
tlon of law, survivorship or otherwlse, including, wlthout limlta-
tlon, proceeds of life lnsurance pollcies on my llfe, but without
conaideration of any aaaets whlch have or may have passed to my
wlfe punuant to the terlU of the Agreement of Trust described
balow.
(b) nle remainder of the property passing hereunder (or lf
my vlfe, Kary D. Straub, does not survive me, all of the property
passlng under this paragraph 2) to my wife, Kary D. Straub, end
Dauphln Deposlt Bank end Trust Company of Harri.burg, Pennsyl-
vania, or the survlvor or successor of the foregoing, as Trus-
tee(s) undar an Agreement of Trust executed by me on July ~,
1991, to be held by sald Trustae(s) and added to and admlnlstered
aa pert of the trust established by sald Agreement, Seld trust ls
ln exlstence as of the date of executlon of this wl11, and lt ls
my lntention, lf necessary to validate the foregolng gift to tha
- 2 -
.
. .
notica to or consant of any court, but subject to tha requirement of ordinary
dua care:
(a) To ratain all or any part of my property, real or
parsona1, in tha form in which it may be held at the time of ita
racaipt, including any closely hald business in which I have an
intara.t, if aver any, as long as in the exercise of their
discretion it may be advisable so to do, notwithstanding that said
property may not be of a character authorized by law.
(b) To invast and reinvest any funds held hereunder in any
property, real or personal, including, but not by way of limita-
tion, bonda, preferred stocks, common stocks and other securitie.
of domestic or foreign corporations or investment trusts, mort-
gages or mortgage participations, mutual funds with or without
sale. or rademption charges, snd common trust funds, evan though
.uch property would not be considered appropriate or legal for a
fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options to
buy or lease upon, or otherwise dispose of any property, real or
parsonal, at the time held by them, at public or private aale or
otherwise, for cash or other consideration or on credit, and upon
such terms and for such price as they may determine, and to convey
_ _ ,_ _ _ _ s~h p~ope_rty fr~e _o{. a11_ trusts. _
(d) To borrow money from any person, including any
fiduciary hareunder, for any purpose in connection with the
administration hereof, to execute promissory notes or other
obligations for amounts so borrowed, to secure the payments of
such amounts by mortgages or pledges of any property, real or
personal, which may be held hereunder.
<e) To make secured loans, or unsecured loans if to my
wife, her estate or any trust established by either of us, in such
amounts, upon such terms, at such rates of interest, and to such
parsons, firms, or corporations as they may deem advisable.
(f) To renew or extend the time for payment of any
obligation, secured or unsecured, payable to or by them as
fiduciaries, for as long a period or periods of time and on such
tarlU, as they may determine, and to adjust, settle, and arbitrate
claims or deunds in favor of or against them.
- 4 .
(I) In dlvidinl or distributinl any proparty, real or
peTsona1, lncludad harein, to divida or dlstrlbuta in cash, in
kind, or partly in cash and partly ln klnd,
(h) Wlthout limitation of powers elsewhere granted
thereln, to hold, manage and dave10p any real estate whlch may be
held by them at any tlme, to mortgege any such property in such
amounts and on such terms as they may deem advisable, to leasa any
such property for such term or terms and upon such condltions and
rentals as they may deem advisable, whether or not the term of any
such lease shall exceed the period permitted by law or the
probable period of retention under thls lnstrument; to make
repaiT., replacements and improvements, structural or otherwise,
in connection wlth any such property, to abandon any such property
whlch they may deem to be worthless or not of sufflcisnt value to
warrant kaeping or protectlng, and to permit any such property to
be lost by tax sa1a or any other proceedings.
(i) To employ such brokers, banks, custodians, investment
counsel, attorney., accountants and other agents, and to delegate
to them such dutles, right. and powers aa they may detemlne, and
for such periods .. they think fit.
(j) To register any securities at any time in their own
names, in thelr names as flduciary, or in the names of nomineea,
- lndlcatlb~the-truatcharactar of'~he 'securitles so registeTed.
(k) Wlth respect to any securltles foming a part of the
trust, to vote upon any proposltion or electlon at any meetlng of
the corporation lssulng such securitles, and to grant proxle.,
discretlonary or otherwise, to vote at any such meetlng: to joln
or become a party to any reorganizatlon, readjustment, merger,
votlng trust, consolldatlon or exchange, and to deposit any such
securltles with any committee, depository, truatee or otherwise,
and to payout of the a..et. held hereunder, any fees, expenses
and a.sessments lncurred in connectlon therewith, to exerclse
conveTsion, subscrlption or other rlghts, and to receive or hold
any new securitles issued as a result of any such reorganization,
readjustment, merger, votlng trust, consolidation, exchange or
exerclse of converslon, subscriptlon or other rlghts and generally
to taka all actlon wlth respect to any such securities as could be
takan by the absolute owner thereof.
"
(1) To engege ln sales, lease., loans, and other transac-
tlona with the estate of my wlfe or any trust establlshed by
elthar of us, even if they are fiduclarles or beneficiarle.
thereof.
- 5 -
. --,---------~_...
(m) To exercise dl electiona which they ..y have with
respect to income, gift, estate, inheritance and othsr taxes,
including without limitetion exacution of joint income tax
returns, election to deduct expenses in computing one tax or
another, election to .p1it gifts, and election to payor to defer
payment of any tax, in all events without their being bound to
require contribution from any othsr parson.
(n) To operate, own, or devalop any business or property
held hereunder in any form, including without limitation sole
proprietorship, limited or general partnership, corporation,
association, tenancy in C01llll0n, condominium, or any other, whether
or not they have restricted or no management rights, as they in
their discretion think beet.
7, IIXIa. I direct that all estate, inheritance, and successiQn
taxes that ..y be assessed in consequence of my death, of whatever nature and
by whatever jurisdiction imposed, other than generation-skipping taxes, shall
be paid out of the principal of my general estate to the saDIe effect as if
said taxes were expenses of administration, except that any such additional
taxes (and interest and penal tie. thereon) imposed on account of my interest
in or power over any trust established by my wife .hall be paid out of the
property held in such trust, and all other property includible in my taxable
estate for federal or state tax purposes, whether or not passing under this
will, shall be free and clear thereof; provided, however, that my executor(s)
..y in the discretion of my executor(s) request that any portion or all of
said taxes (to be paid out of the principal of my general estate) shall
instead be paid out of the principal of any trust estabUahed by ..e, to the
extent expressly authorized under the term.a of said trust.
8. Fiduciaries. I appoint as co-executors hereunder my wife, Mary D.
Straub, and Dauphin Deposit Sank and Trust Compeny, of Harrisburg,
- 6 -
Pennsylvania or its successors. If my wife should be uneble or unwilling to
serve or to complete the administretion of my estate, then the other co-
executor shall serve es my sole executor hereunder. My fiduciaries ehell
serve as guardian of the property of eny minor beneficiariea hereunder, under
any instrument of trust executed by me, under any policies of inaurance on my
life, and in any othar situation in which the power to meke such appointllent
ex1ats under the laws of Pennsylvania. No individual fiduciery .hall be
liable for the acts, omissions or defaults of eny agent appointed and retained
vith due care or of any co-fiduciary. No fiduciary nmed herain shall be
required to fumlah bond or other security for the proper performance of hla
dutie. hereunder.
9. Gender. Unl... the context indicetes otherw1ae, any use of the
aescu1ine gender herein shall e1so include the feminine gender.
IN WI'rNESS'WHEllEOF, 1, Henry F. StrauD, nerewith set my hand to -this. my
last Will. typewritten on eight (8) sheets of paper including the self-proving
attestation clause and signatures of witnesses, th1a )..(10 day of July. 1991.
'.. :).1
,(j.>--,...
Henry F.
Vitnessed:
/:;;~/ 1 i I. L
/,/Pif- .AO. f,r/1I'4-'T residing at
,i.~. II'
.JIJf I'Ii fA. rI~/lLA1YL- residing at
i /./.,,'
c;, "' .-
[' t:J ,'"71 .
. ~: ..,
",!" ). ,.\~{ri.7 residing at
I ill! U
- 7 -
I
.
(SEAL)
/l/;,('/',..,:... J J.,~ J' //.11'\..
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hat!.. l:<"/'St1,~ .1'4...'
. n ,1,;1/
c.. -H.. ,'L.' }' l f
J. "
COHHONWEALTH OF PI!NNSYLVANIA
SS:
COUNTY OF DAUPHIN
Henry F. Straub (the tntator), 7J'?AJ .J &~
IJJatA11 1 ~lJt;)Il- , and I (the
witne..es) ,~o.. names are signed to the foregoing in baing first
duly sworn, each hereby declares to the undersigned au ority that the
testator signed end executed the instrument as his last will in the presence
of the witnes.es and that he had signed willingly, and that he executed it as
his free and voluntary act for the purpoaes therein expressed, and that aach
of the witnasse., in the presence and hear~113 of the testator, signed the will
as witness and that to the best of his knowledge the testator was at that time
eighteen yeer. of age or older, of sound mind and under no constraint or undue
influence,
lllTNESS:
TESTATOR:
a../ ~. iI./~
'-)b-..1-i'&t~
Henry F. traub
lllTNESS:
J/tt!:4.U'
-WITNESS:-
J
~~lo }
r-"',
n .},,:.a;~l
I" '
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,
..6 . /JI~.4p::JI"
..
Subscribed, sworn to and acknowledged before me by Henry F. Straub, the
testator and subscribed and sworn before me by '-7Jt2tJ.-I J I/t?.d
f.LbfPA.iJ ) phN./M'l-- , and ;(12,11""" 10 ~f,,~ ' the witnesses,
this IcII1 day of July, 1991.
(SEAL)
- 8 -
NOTARIAL SEAl.
JENNIE E. r.ow,NolIryNlla
HlIIlIIlug. Da\.Iphln CaunIV
Nt ComtrItllo<l ElIpiat Jan. Ill. 1_
~;-....:--~_.~.~
....-dY--,~;.'f'."..,'" 0
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
I
No. 1996.00201
Estata 01 HENRY F. STRAUB
Dato 01 Dooth Dacombor 12. 1996
also known as
,Docoasod Social Socurltv No. 169,12,6148
tv1arv D. S1raub
p...onol R.plol.nt.llv.(I} of tho obov. Eotot., d.c..l.d. vorlly thot Iho II.m. opp.orlno In tho followlno Inv.ntolY Includ. oil
of tho p.llonol ..1.11 whol.V.' .Ituot. .nd .11 of tho r.ol .ltOt. In tho commonw.ollh of P.nnoyl.onlo of ..Id Doc.d.nt, Ih.t
Iho v.luotlon ploc.d oppo.lt. .och 110m of ..Id Inv.nlory lopr..onlllll folr volu. .. of Ih. dot. of tho D.c.d.nt'l d..th, .nd
Ihot D.c.d.nl own.d no lool..t.t. ouloldo of Ih. Commonwo.llhof P.nn.ylvonlo ..coPI thol which .pp...lln. m.mollndum
.1 tho .nd ot Ihll Inv.ntory. IfW. v.rlfy Ihol tho ot.tomonlo mod. In Ihlo Invontory .ro tru. .nd corr.ct. IfW. und.lllond thot
fall. Ilat.m.ntl hor.ln ar. mad. lubl.CI to Iho ponalllo, of 18 Pa, C,S. S.ctlon 4904 rolatlna 10 un.worn falllUcatlon 10
outhorlll.l.
Name 0'
Attorn.y:
Personal Ropresontatlve:
, Jl"'j ;/) ~.k
Datod {J'ik 10 I U (,,'/~
f ~ , ~
Neal S. West
I.D. No.:
32485
Addr...:
McNees, Wallace & Nurick
100 Pine Street, Harrisburg, PA l7l08
T.lophone:
(717) 232-8000
Valuo
Doscription
. 606.868.49
t. Dauphin Deposit Bank Individual Retiremont Account No.
0284862001: 8.noUclalY II tho Iluotoo und.r Iho 1.11
will
. 26,822,76
2. Dauphin D,pollt 80nk Individual R.IIr.m.nl Account No.
4800494008: 8.n.UclaIY 10 Iho EOlato
. 698.00
3. PA Dopaltmonl of R.v.nu. .. r.fund 11996 PMOl
. 3.871.44
4. Tho N.w Enolond Insuronc. Company: Polley No. 2690164:
Decedent was ownor of policy on life of Mary 0, Suaubj
valued at cash surrender value
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8637,280.88
IAUoch Additlono' 5hoolS it nocossary)
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COMMONWEALTH OF PINNSVLVANIA
DIPART"INT OF RIVINUI
IS,. :/1 - 1
~RIAU OF INDIVIDUAL TAMES
IIHIIIT AHC% I AI D IV 11I'*
DIP'. U"'l
HAIIllJURG, PA 171,.....1
NOTICI OF INHIRITANCI TAX
APPRAISENENT, ALLOWANCI OR OISALLOWANCI
OF OIDUCTIONS AHD ASSESSNENT OF TAX
.,,\101' U AI' lU.M'
DATI
!STAll OF
DATI OF DEATH
FILl NUIUIIR
COUNTY
ACN
Allr! 1 21, 1'.l'J7
Henry F, Straub
December 12. 199',
2196-0201
Cumberland
101
gount R..lttod
"AKI CHICK PAVABLI AND RI"IT PAVMINT TOI
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINI ~ RITAIN LOWIR PORTION FOR YOUR RICORDS ~
iiIWi5'i;"'j-EX-AFP-n2:9&j-iioYiCE--OF-YNHEiiiTAHci-YAX-WPRAiSEHiiii'-;-,U.LoiiAHci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSISS"ENT OF TAX
ESTATE OF Hen I' F, Straub FILl NO, 2196-0201 ACN 101 DATE 1,- -
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. F....r.l E.pona../Adoo, Coah/Nho. E.pon..o ISchlOdulo HI 1'1 33.988,49
ID. o"'h/llort_o L1l1blllU.a/Llono IscMdul. 1) (10) '0 ?'it. t.'i
11. TotolOeducUono Ill) 'i4 742.Q4
12. ...t Volu. of T.. Roturn (12) A17 OAa ?'i
13. thorltllblo/covorn..ntol Bequoata IScMdul. JI 1131 Nonp
14. ...t Vol... of Eaht. Subj..,t to T.. 1141 At7 ORa ?'i
NOTE: If an allaslment wal issued previOUsly, lines 14, lS and/or 1&, 17 and 18 will
reflect figures that include the total of ALL returns Issesled to date.
ASSESSMENT OF TAXI
15. ~t of Lln. 14 .t spoua.l r.t. liS)
16. ~t of LI~ 14 to.oblo .t LI~.I/Cl.aa A r.t. 1161
17. ~t of Ll~ 14 t..lIbl. ot Coll.tor.l/Clo.a B ..to 117)
lB. Prlnclpol T.. au.
TAX CREDnS:
PAYNENT
OATE
NEAL S WEST ESQ
HCNES WALLACE AND NURICK
100 PINE ST PO BOX 1166
HARRISBURG PA 17108
TAX RETURN WAS. I ) ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURI INTER 1ST - SEE REVERSE
APPRAISID VALUI OF RETURN BASED ON: Original Return
1. R..l Eat.to ISchlOdul. A)
2. stocka and Bonda ISchodul. B)
5. Clo..ly Hold Stock/P.rtnorahlp Intoroat ISChlOdul. C)
4. IIortgagaa/Noto. Roc.lvllbl. ISchadUl. D)
5. C.ahlBank Dopaalta/Hlac, Poraonol Prep.rty ISchadUlo E)
6. JointlY Owned Prcporty IScMdul. F)
7. Trenafara (SchedUle G)
8. Total A...ta
RECEIPT
HUHBER
DISCOUNT I')
INTEREST 1-)
3-11-96
AA112597
24.00(+
*"Credit plus additional discount may
applied to Compromise Tax ACN 102.
(1)
121
IS)
141
15)
161
(7)
I Xl CHANCED See Attached Notice
Nnnf'
Nnnp
Nont~
None
4.CJnQ.44
None
qfi(, 7(,' 7r:...
III
HOTEl To inaur. propar
credit to your IlCCOW'lt,
......It t... _r porUon
cf thlo fc.. with your
talC pa~t.
R71 11? lc)
226,071.51 X .00.
R non 00 X .06-
X ,IS.
1111
,00
480,00
17 626
"*17.146,00 r.
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR :..CULATION OF ADDITIONAL INTEREST.
I IF TDTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE
A REFUND, ,-" qEVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS,)
l1P:n nn
AHOUNl PAlO
17,602,00
TOTAL TAX CRIDIT
BALANCE OF TAX DUI
INTEREST AND PEN.
TOTAL DUE
,
....--~ '
.
..
AlSONAT1DNI
[...... ., ...odon" dYl.. on .. ..,... ........ IZ, I,IZ " I' any fUtu.. In...... In tho ...... I. .....,...ad
In .......Ion .. ..1._' I. CIo.. . lcallWl...1I _1I.I.d.. ., tho ...odon' .It.. .... _1..tlon ., any ..1.1. ,..
11" .. ,.. ...... .... C_.lIh ....... .......1. ........ tho .1"" .. _..I.. .... ...... ........ I_d'-' ,....
.t the lewful Cia,' . (col1.t.~.1) rat. on .ny ~ tutur_ lnt.r..t.
,. fUlfill tho ,_I._I' ., S...lon ZI" ., tho I_d...... .... [0101. ,.. Acl. ... ZZ .f 1"1. 7Z ..S,
s.ctlon U"O.
Do..... .... I.. ...tlon ., thl. Motl.. .... .....11 .Ith .ou. "_' I. .... ...10'" ., Will. .dn.ad on - ....... oIdo.
__..-. cheCk or MMV order p..,.le toa REGISTER OF MILLS. AaEH'l'
.11 _10 ...oI.ad ....11 II..' .. _llad .. any Inlo'''' ...1'" ... .. - vlth ... ,_1_' _lIad .. - I."
. ....... ., . ... ..adlt. ...1'" ... no' ........... on _ ,.. ..turn, _ .. ........ad .. ._I.tI.. .. ....ll..tlon
,.. ....... .f ......1...1. 1_' It.... .... [01'" '00- 1....ISm. ...1I..tlon. ... _llobl. .. .... afll..
., _ ...1.... ., will., ... ., I'" IS ....... al...I.' a"I..., .. .. ..111.. tho ....1.1 Z"hoU'
......1.. ....I.. ....... ,.. ,.... ..do.I... In ......1...1. 1,1...56Z.Z.5.. oul.I" ......Ivanl. ....
vlthln 1...1 Ho..lobU" .... 17171 717'1'''. taa. 17171 TlZ'ZISZ lHo..I.. 1...I.ad anl.l,
"'" ..... In In.....1 no' ..tI.llad vlth tho _..I....... .11...... .. dl..II...... ., doWOllon.. .. ......-.
., '00 line Iud I.. dh."'" .. Inl....tI .. _ on thlo Mollea ..... obj... vlthln .tv.. 1'" .... ., ....1.. .,
thh MoUee byl
"..11... ....... I. tho .. 11oo"'_' ., ......., ....d ., .....,.. 11oo" Z.lIZI, Ho..lobU'" .. 171Z1'1'Zl, OR
._.I..tlon I. ..... tho ...... ...1...1.... .. ....11 ., tho ......., .f tho ....-1 ....._..11.., OR
........1 to tM OrphWl'" Court.
,.._I ...... dl......ad on Ifth ......-. ......Id .. odd...... In vdll.. .., .. 11oo..1_' .f ........,
Su.... ., 1001.1_1 ,..... .TTN, .... ......-. ...1.. Unl.. OoP', ZI...I. Ho..lobU"'" 17IZI,"'1
."... 17171 7.7,.5.5. soo.... 5 ., I'" ....1.. .In..rue.lon. f.. 1_.11.... ,.. ..turn f.. . ...Idan.
Dec~t. tR[V.1S01' for .n ..,l.natlon of .a.lnl.tra,lvalv corr.ct.bl. a,.rar..
II any ... _ h ..Id vlthln W" m ..1...... _th. .It.. tho ",-". d..th, . II.. ....... 1521 dl....... .,
the tax paid II .Uowd.
ThO 15Z I.. ....... _,...tloI...lon ....1.. I. _.ad on tho ..1.1 .f .... I.. .... In...... ......... .... net
..Id ..,... J....... \I, I"" .... II..' d.. .It.. tho .... .f .... ... .....ty ...Iad, !hI. _....lIoI..llon
....oIty I. _.1..1. In I'" ._ _' .... In tho ... .- II.. ..dad .. .OU _Id _.1 ... 100 .... Into....
the' hili bHn ......ed .. lr1dlc.t.cl on thh not1~.
In...... I. ....... ...IMI.. .Ith II... ... ., doll_' .. nino <91 ....th. .... ... III ... ,... .... .... .f
_th, .. ... dOl' ., .._.. ,.... ...Ion ._ ...11_' ..f... J....... I. I'OZ .... lnlo...' .. ... ..10 .,
01. "XI ......1 ... .... .00..,lolad .. . ..II. ..I. ., ,...1.., .11 ..... ...1'" ...- ...11_' on .... .It..
J....... I. I'U vl11 .... Inl....' .. . ,.10 ...1'" .111 .... ,... ..I..... .... .. ..I...... .... vlth -, ....
.......... b. tho .. 000..._1 ., ..vonuo, I'" _11...1. In...... ..1.' f.. I,IZ 1ft."", 1"7 ...,
'!!!! lntu..t A,t. Oally Int.r..t FectDr !!!! tnhre.t Rate DallY tntere.t Factor
nil Z'X .0aDS4I 1917 'X .000247
1913 I'Z .0aD"sa 1'11-1"1 \lZ .00nOl
I'" \lZ .00nGl I"Z 'X .0002..7
1915 UZ . aDUS' I"S-I'" n .000191
1916 I'X .000214 1995-1'" 'X .000247
--tntar..t t. calculated .. follOW.'
INTEREST . BALANCE OF TAX UNPAID X KUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"M' Motl.. 1....... .It.. ... lOX ..._. d.II_' .1\1 ..fl'" .. In...... ,00ev...lon .. fllt_ (\51 ....
....... ... .... ., ... ......-.. II .._' 1. _ .It.. ... In...... ._Iotlon ..I. - on ...
Motlu, eddlt1arwl Intara.t .....t 1M calculated.
PURPOSl! r1f
MOnCE'
P''lltEHT1
_ICAll
alJECTtDNSI
AllnM
ISTAATtY[
CORRlCTtIllCS'
DlscQlRfT ,
PEKALTYI
IM1O!STI
. :~~il~';i:" ' . ' .
IllWII ,', ,." 'if'" "
...r:-c...c.,..,-_.:.-...-:....,,:,. . '....." '-. ',' ,.,
.~,.~~\ii.t.,,~~~ ~,- ~ ".,'....~~, ~,~.4 ..> *
'_,<,1t~_~.:'_;,~... ,"4>' \
1;',COMMQNWIMTH O' "NNSYLVANIA
~C "'~'" 'DI'....TMINT O' IIVINUI
.'$::( ';'IUIlAU Of IMDMDUAL TAllIS
, .}',," '" ;',;",' ,DIPT, 210601
-i'jS'\; i "." HAUlltuRO. 'A 17I21.Q601
!TIM
NO.1.:'
"
,'"
INHERITANCE TAX
EXPLANATION,,,. ", "
O' CHANGIS
fILE NUMBER
-
I.
AeN
EXPLANATION 0' CHANGES
~!._tIIlL!I~.,.on "aU current 1\1tere'U 1. reflected .,011 the attachecL-.~:""-----
lah.dtallc:e Tax AI....1I81\t. The tax due on .11 future int.re.t uncerwn-
, _~~ll.~_J._co~redoD tbe ,.ttached cO!lProal.e, talt propo.a1..,.__......_........-'-._~ .,.,
, ....,$811.089.2S--..~".
_1'1I~"I~1'~'l'L,., .,.
USS I
u_..... 'TWanU @ 0%
- --- .-. -_..-
",,,~--,'-" _.----- ....__..-...----~._-
$226.071.51
--_.~-- ~_.- _.~._-_._----~-
.__._-_..__._.-'--~.. ".~' -~" .....-
TIlAKSlEllS @ 6%
8,000.00
-y-_.'"~---"'--' --...-.-.,.
.~._-_.,---_.._.._.--.--_._- ---..----
~- ---.-..----.-....... ......----. .--. ."
~-----..-..---~
----------.--.-----.----.--- - -......-- --'
...------.----
_ 234,071.51
TOTAL HON-PlOBATE BE~ESTS
..- .'-'- .--.-.-..---.---
--...--..--'." .
~---~..._-"'. - --..------.- ....-,..-... ....-
--.-"" -- -..----.-.--..----.--.-----
.----.-...--.- ,- -------~_...__.._.- .-. ..-.'---
USlDU1 SUBJECT TO COKP1OHISE
$583,017.74
..-~._--_.~_.. ..... .- -.--,. -_.---
TAX.SllIOCAKY'"
---..--- ....,-~-' ..--.----.----..
..~------,,_._---_....~... - -- .."
~-- - ._- .~--_....._-_.~--
TAX (! 6%
, ,
",-:;
..'-- ".....- _.
-..--- --.__._._-_._~ .
$ S,OOO.OO
~
.. .-.-....-...-.-..-.-.-----
TlA\lSrEU
-~ ,.-----..- ,,-,---"'. .-~-_._.
,..-..--'..-'- -- -------,------..-.'
"SPOUSAL@ 0%'
'HUAlCSrUS" _m H '
, $226',071.51
-.--------
.~----_.__...._.
--_._....~.. ---------_.~---
~_._-_.~--.-.. -
,"".-.. ...... -..---...------.-
.._......_.__H_~_..._ ';'.
~ ,~
..._,_, -----'-.-~-.----- ,Z";'
::-r
, .'
_ ' :i.
TAX EXAMINER:
Harry A. Herr
-~:_~-
-,_":.i.
PAGE 1 of 1 .'~~
. ~,\'~~
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... !~
iJ8
De'Mh the ,~ ,.,UDr' of thh NoUu
prln'" .n the t.va". .Ide.
.nd tubllt with your PIY""t .Itd. plyabll to the na.. ~ addr."
If JtUIDlNt DlC[O[Nt .... check or PMV' ordor p.,lIbla tOI REGISTER OF WILLS, AGENT.
II NON,"UIDt:"' Dt:ClDt:"' .... .h... ., _.. .,do' .....1. I.' COHHOHllEALTH OF PENNSVLVANIA.
IItlUND It.), A ,.Iund .1 . I.. .,.dll. ..I.h ... nol ,.qu..I.d on lho ,.. ..Iu,n. ... .. ,.quo.l.d .. ....I.lln. on
"...II..llon I.' ..Iund ., .enn..I.onl. InhI,llone. ond l.I.I. I.." (REV-ISIS), ..,11..llon. .,. ...llobl. .t
lho Ollie. a' tho ...1.1., 01 "III., on. 01 lho ZS R..enue OI.I,I.t 0'11... ., I'.' tho O...,toont'. Z"haU'
on...,I.. ..,.Ie. nuob'" I., 10'" o,d.,lno' In .enn..I.onl. 1,1..,S6Z'Z.... oul.ld. ..nn..I.onl.
end within local Hlrr'lbUr. .t.. (717) 717.10,.. TDOI (717) 71Z-ZZSZ (H..rlng l~.lr.d only).
IIt.LY 10' Duo.llon. ,...'dlno .".,. .onl.lnod on thl. nolle. .haUld .. .dd'..... I.' .. o...,I.ont 01 R..enue. lu'.1U
.1 Indl.ldu.1 ,...., .,,", ...t .......ont R..I.. Unll. O..t. Z..6.I, H."I.bu'.... 17IZI,.6.1. phOn.
mil 117'6US.
DlacDUNt I
lIon. I.. duO I. ..Id .llhln Ih'" IS) ..Iond" _Ih. .11., lho d...d.nt', d..lh, . II.. oo,..nl I.XI dl..ounl
., the ,.. paid I. allowed.
"NALlYl
lho ISX I.. .....1. non-..,tlel..II.n .on.II' I. .OOPUI" on lho 101.1 01 lho t.. ond Inl.,..t .......d. ond not
paid bIIf.t. Jlf'lUlry '1, I''', thl flnt day aUar the and of thl 'I. una,t, ,.r1od.
1"1[IItI"
Inl....t I. 'ho,..d ...Innln. .lIh ""t d.. 01 doll_" ., nino (9) _Ih. ond one l\l d.. 1'.' lho d.t. .,
do.lh. t. lho d.l. .1 ....onl. ,.... whl.h ...... d.llnquenl ."0" Jonu." I. I.IZ ..., lnl.,..1 .t tho ,.1. .1
.1. 16X) ..,eont .., onnuo ..I.ul.l.d .1 . d.ll. ,.1. 01 ....16.. .,1 t.... whl.h ...... d.llnquent on ond .11.,
Jonu"Y I, I,IZ .111 ..., Inl.,..1 .1 . ,.1. whl.h .111 ..,. I'.' ..Iond" ..., I. ..I.nd" ..., .Ith Ih.t ,.1.
tnnOU"Ced by thl PA OIP.,...nt of Rlv.nue. the eppllcabll Int.r..t tat.. for 191: through 1997 .tl'
V..r JnU,'" ht_ DallY Int.r..' Factar Yaar Intarut Rat. Dally Intar.at factar
uU lax .0DDS4I 1917 'X ,ODDZO
I,n I6X ,OOOUI 19U-19" \IX .000101
19" \IX ,DDU01 un 9X ,OOOl47
I,n nx ' QOUU 1995"1994 7X .00019Z
1'" lOX .00Ol74 1995.01997 9X .GOOlU
-"lnt.ra.t 1a calcu1atad .. 'ollowlI
INTERElT . BALANCE OF TAX UNPAID X HUHBER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR
,'In. Nol1e. I..ued .".. lho lox ....... doll...-1 .1\1 nll..1 on lnl....t ..'cul.l1on I. "",on liS) d...
...ond lho d.l. ., lho .......onl. 11 .....nl II .... .".. Ih. Inl....1 .00001.l1on d.l. ....... on lho
Notlca, addit10nal lntara.t .ust be calculatad,
1:F-J'<;?'7
e,.
COMPROMISE TAX AGREEMENT
A Compromise Tax Agreement is hereby offered this 21 st day of
April, 1997, by the Pennsylvania Department of Revenue, hereafter the "Department", to personal
representatives, hereafter the "Representatives", of the Estate of Henry F. Stnlub, late of Cumberland
Counly, Pennsylvania, and who died on 12th day of December, 1995, (File No, 2196-020 I.
TO WIT:
The Department has offered to compromise the tax due on all future interests in the
above eslate where the tax rate could not be established with certainty for the amount 01'$7,664,27.
The Representatives have accepted the Compromise Tax amount of $7,664.27, and
.
The Representatives have agreed to pay the above Compromise Tax amount, plus any
applicable interest, within sixty (60) days of the date of acceptance of this Agreement, and
The Representatives hereby authorize the Department to apply to the above Compromise
Tax, any and all existing Pennsylvania Inheritance and/or Estate Tax Credits in excess of the inheritance
tax due in the above estate on all current interests as well as on all future interests where the tax rate has
been established with certainty, and
The Department agrees that payment of the above Compromise Tax in full, including
applicable interest, within sixty (60) days oflhe date of acceptance of this Agreement, will conslitute full
payment of all inheritance tax otherwise due on the transfer of the future interests considered in this
Compromise Tax Agreement and. consequently, no additional assessment will be issued. and
This offer is made subject to the condition that acceptance thereof must be received by
the Department within thirty (30) days of receipt of this Agreement by the duly authorized estate
Representatives reported on the Pennsylvania Inheritance Tax Return.
The Representatives hereby accept the above offer and agree to the tenns thereof this
day of f1 YJ ' 19!:LL.
Accepted 1'0 he Department of Revenue:
I\.:cepled for the Estate:
(~<~tt..\,~ ..f'&,-Zd-
(Repres tative) ~) ~J \Ci
"j .. _I
:n~
Dire or
Bureau of Individual Taxes
Trust~~~
~:
-:
(Representative)
-
\0
4/21197
S-IT:INH37
PC4:amm:72
-0
ro.J
[-,- ~~,
Cj
\D
R€SlffM Or WltLf
/5- '/(7.1
auRtAU OF INDIVIDUAL TAXES
1MH[IITANCl Tl' DIVISION
D<l'T. IlIlOl
HAIIIIIURG, PA l1Il.-"ll
COHHONWEALTH OF PINNSVLVANIA
DIPARTHINT OF RIVINUI
NOTICI OF DITERHINATION AND
ASSESSHENT OF PINNSVLVANIA
ESTATE TAX lASED ON FEDERAL
ESTATE TAX RETURN
DATI
ESTATI OF
DATI OF DEATH
FILE NUMBER
COUNTY
ACN
NEAL S WEST ESQ
MCNEES ETAL
PO BOX 1166
HBG
PA 1710B
HAKE CHECK PAVABLE AND REHIT PAVHENT TOI
05-26-97
STRAUB
12-12-95
21 96-0201
CUHBERLAND
201
A_t Ro.itted
c_
'*
.,.41.11 tI'IU-'"
HENRV
F
REGISTER OF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE, PA 17013
IIOTE I To Inaur. prGPOr credit to your ..count, .....it the uppor porUon of thlo fc.. with your tox p._t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
R-{V:48ji-EX--AFP--{03~-97)-----.-i-HCificjf-OF--DETifR"i~TiCiN-A"tiD-AlisEsliHENi1f----------------------------
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF STRAUB
HENRV
F FILE NO.21 96-0201
ESTATE TAX DETERMINATION
1. Cr.dit For st.t. D.ath Tax.. a. Verifi.d
2. P.nn.y1venia Inh.ritanc. Tax A...ss.d
(Excluding Di.count and/or Int.r..t)
3. Inh.ritanc. Tax As..ssed by Oth.r stat..
or T.rritories of the Unit.d Stet.s
(Excluding Discount end/or Int.r.st)
4. Totsl Inh.ritanc. Tax A....sed
5. P.nn.y1venia Estat. Tex Due
TAX CREDITS I
PAVMENT
DATE
RECEIPT
roNUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
'.:.' ,
U'J
0;
~
'-;
'"
,,:L'
0:-
r-
9'
j i;,:
-::>
00
ACN 201
7.737.06
,00
AHDUNT PAID
DATE 05-26-97
.00
7.737.06
,00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
WIF PAlO AFTER THIS OATE, SEE REVERSE SlOE IIF TOTAL DUE IS LESS THAN II, 110 PAYHEHT IS REQUIREO
FOR CALCULATION OF ADDITIONAL IHTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU ~Y BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
PIIII'OSl Ill'
MllTlCl.
To fulfill the .....1...-,,, .f Section U4S Cb) af the lmerlbnco MIl Estat. Ta. kt, Act Zl of ."5.
en '.1. See"'" 91451.
'AYIIElIT.
Detech the top ,arUon of thh Notlc. end I'*'-it '11th )'our pOyMnl to the R-ohtar of Wills print.. on U-
rnlr" ....
... .... chMlk or ...., orde.. ,._10 tal REGISTER OF MILLS, AGEHT.
RUlIG) cau I
" rofund of . tax credit .., be ,.....t.. by COIlPlatlnl ." "Application '0,. Ra,lnI of P.-,nl,lv.'\la
tnherlt~ Ind E,tat. Tax. (REV-ISIS). Appllca\lona .r. ~11~1. at the Of'lco of the Aegl.ta,. of WillI,
.,y of thII ZJ A~ DI.trlol O'f!C111 or 'rOll thI Depert..-.t'l U-hour ."....,.1". "rvlca nuIIMlr. for for.' ardld",1
In PennlYlv.nla 1-100-361-2050, out,.. Ptnn"lv.nl. end Mlthln local Harrllbur. .r.. (717) 7.7-.094,
TDDI (17) nz-uSl: (HMrlng 1.,.1,... Ont,J.
OIJEtTlDNSI My party In lnton.t not ..Ulft.. with the .....nent of tu .. shoMn on thh notice .-y obJ"t .,lthln
.I_tv ("J de,. of r~lpt of thl. Notlc. by.
".rUt.. protast to the PA Depart..", of A..........., Ioerd of Appeals, Dept. 211021, Har..labur" PA 17UI-lOll, OR
....lecU'" to he'n thlI ..ttar det.ralned at eudlt of thlI per..".1 repr..entaUv., OR
--.....1 to the Drphen" Court.
AlllllN-
IITllATlI/E
COIlIl[CTIOIIS.
Feotual .rror. dl.covered on thla ...........t Ihould be Mldre..ed In .,rlUng ten PA DeparbWlt of An....'
lur..u of IndividUal T...., ATTNI po.t A.....-ent A.vl.. unit, Dept. 210601, Herrllburg, PA 17121-0601,
PhOne (717) 717-6505. s.e page S of the booklet -tn.tructlon. for tnhlrltence Tax A.turn for a Ae.ldent
u.c.dent- (REV-1501) for en expl~tlon of ~lnl.tratlvelY correctable .rror..
POIAL TVI
The 10 tlX ....ty non-parUcipaUon penalty la COIIJIUt.. on the total of the tu and Intere.t .....Md, end not
,.Id befora -,-"",rv II, 1996, the Ur.t day aft.r the and of the tax ......ty period. Thla non-partlc1peUon
,.,.Ity la .....Iabll in the .... ..,.".r end In the thII .... U.. period a. you would appeal the tu and Int.r..t
that hi. beWl ........ .. indicated on thll noUc..
IIlTIREIT.
For date. of death on or aft.r 10-]-'1, PennlYlvanla E.tat. Tu baaed on the Federal E.tata Tax
r.turn __, dlU".,.,t at the ....lnUon of nine CD!) -.nth. fr~ the dat. of dnth.
For dIIt.. of death prior to 10-]-'1, ,....IYIYW1I. E.tata Tu ba.ed on the hdar.1 E.tat. Tu return
~. dlUnquant at \hi awplratlon of alght..., nl) -.nth. frOll the data of cIa.th.
Tax.. which beuM deUnquant before ,JanullrY 1, 1912 bur Intar..t at the rata of six (6%) percMt per ."...
calculated at a dally rata of .DDDI64. All taxa. which bee_ delinquent on or a"ar J....ry I, 1912 .,111 balr
Intar..t at a nta which .,111 vary fr~ calendar Yllr to calandllr yllr tilth that rat. amouncad by the PA
Dapartaent of Aavanua. The .,ptlClbla lntar..t rata. for 1912 through 1997 arel
V... Intarllt Rata DailY Intara.t Fector V... Intarllt Rata Oalh Intar.st Fector
1912 lOX .DDOS.I \9.7 9% . DD02"
\913 UX .ODDO' \9"'\99\ I\X .ODDSOl
1914 I\X .ODDSOt 1992 OX .ODDZ"
\9t5 U% . DDOSS. 1995,1994 n .DD019Z
\916 10X .000274 1995-\997 9X .ODDI"
--Int.rllt la calculatad a. fol1011.1
IIlTERElIT . "WCE OF TAlC I/IIPAID X IMlIIER OF DAYS DELIHQUEHT X DAILY IIlTEREIIT FACTOR
__Any MoUce I..u" aftar the tu beCOMI' dellnquwtt .,111 reflect an Intere.t calculation to flft.... (151 _.
beyond the date of the ..........t. If p.VMftt 11 ..sa aUar the Interllt cOlllMltatlon data IhOWl on the
Notlc., additional Intera.t au.t be calculatad.
/5-r1-7
IUUAU 0' INDIVIDUAL T AlClS
IIIDIlAHa IIX DIVIIlllII
IlU'T. 1.1111
~IIIUIO, PA 1111'"1'11
COMMONWEALTH OF PlNNSYLVANIA
DlPARTMlNT OF RlVlNUl
INHERITANCE TAX
STATEMENT OF ACCOUNT
.
~
*'
NEAL S WEST ESQ
MCNEES ETAL
PO BOX 1166
HBG
DAn
!STAn OF
DAn OF DEATH
FILl NUHBlR
COUNTY
ACN
1I'foI117 P In 1U-t11
05-19-97
STRAUB
12-12-95
21 96-0201
CUMBERLAND
102
~t Rnltted
HENRY
F
PA 17108
HAKl CHlCK PAYAlLl AND RlMIT PAYMlNT TOI
REGISTER DF WILLS
CUMBERLAND CO CDURT HDUSE
CARLISLE, PA 17013
illiTE. To In...... praper oredlt to your oeo.....t, aubIItt the _r portion of thlo fo... with your tex p._t.
CUT ALONO THIS UNl ~ RlTAIN LOWER PORTION FOR YOUR RECORDS ....
iiiV':iiiii'f-iir-Aj:p--C03:i7Y------..ii-iiiifiiiiTAiici-i'Aic-sTATiiiEIi'rOF-Accoiitfr"iii.---------------------
lSTAn OF STRAUB HENRY F FILE NO.21 96-0201 ACN 102 DAn 05-19-97
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IH THE MAHED ESTATE. sHOWN BELOW
IS A SUlllARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYIIENTS, THE CURRENT BALAIlCE, AND, IF APPLlCABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 05-12-97
PRINCIPAL TAX DUE I.
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
03-11-96
RECEIPT
NUMBER
AA112597
DISCOUNT (+)
INTEREST/PEN PAID (-)
383.21
7.664,27
AMOUNT PAID
17,146.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
17,529.21
9,864.94CR
.00
9.864.94CR
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITlOllAL INTEREST.
I IF TOTAL DUE IS LESS TMAH n,
IlII PAYIIENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIOIIS. I
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~ the t~ portl~~1I Notice ... ....It vlth rour pev-1t .. "'11 to the ..- ... Iddrtlll
,rlntld on tho reyer.. I1de.
u 1/ Jl[IIDfJlT Dt:aIIOlT ..... _ D. __ o.do. .....1. tOl REGISTER OF WILLS, AGENT.
u 1/ NOll-llEllDfJlT Dt:aIIOlT ..... _ D. __v o.do. ....... to. COIItDHIfEAL TH OF PEIIlSYLVAHIA.
M1\III (aUI " refft .f . tax GrtlcUt, ""IClh .... not r..-Itld on the 'u ..turn, .., be r....tld by COIIPI.tlng ...
-.H.tlan for It.hnd of ,...,,,Iwnl. IrlMrlbnn Ir'Id E.t,t. ,ox- (AlV.ISlJJ. IppUcatlon. Ire IIVIIUllbl. .t
tho Office of tho ...ht.r of Willi, MV .f tho zs ............ Dhtrlot Offltll or fro. the DIpar~t'l I~.hour
......rll"ll IIrvlOl ftUIIbIn for fo.... ordorlngl In Pomnlnnl. 1.....16I.Z151, outside PlmIYINnI'
end .dthln locol Harrl"'r, .r.. (717J 7.7...M, TDD' (717J nl.usz (HHrlng rlPOlred onhJ.
IDlY m.
Que.tlon. .....rdlng erron conbllnod on thh notice IhoUld bI MId,..... tal Pi o.p.rt.Mt of .1vtnUI, lur...
of Indlvl"l 'lXII, ATTN. Po.t ,....~t ....,1... Lnlt, Dept. ZlG6Il, ttorrllDolr., Pi 17UI.Un, phone
17171 717-6505,
DIICGUNT.
If .". tu c:IuI II paid ..Ithln th,.. (5) eeltndllr .."th. .fter tho dleedent.. dIIth, . five per,*,t (51) dllCOlllt
of tho tax paid I. .U......
POIALTY.
Tho lU tlX .....t>>' non-partlol,.tlon ,.,,.It>>' I. COIIPUtld on the tot.l of tho tlalC .... Intlnst ........, MIS not
,.Id blfon Jlnuar>>, II, 19M, the flnt da>>, .ft.r tM end of tho tlalC ....t>>' pel"lod.
ItnEIlEIT.
Inter..t I. chlrgod blglmlng .dth flnt day of dell.,..,c:v, or nino (lJ -.nth. end _ UJ de>>' fro. tho dlt. of
death, to the dot. of ")'IMt. ,.... .....Ich becIM delinquent blfor. ~ry I, lHI bier Inter..t .t the rot. of
.he eeJ perOll"lt Plr ..... _Icul.tld .t . .11>>, rotl of .ODOlM. All tlX.. which bIcIM dlll.,.,..,t on end .fter
.....1">>' 1, nil ..Ill bPr lnter..t .t . rat. which ..Ill vary frDO e11lond1r yNr to col__r yur ..Ith thet ret.
WftOfoftOId by the Pi DlpartMnt of .1'1...... The eppUc_l. Intor.1t rat.. far 1911 thr~ 1"7 .r..
Yelr Int.r..t Rot. DIll>>, Int.r..t Fector
Voo.
Inter..t Rata
Dilly Int.r..t Fector
1"2 !OX .010541
I'U IU .1004J1
19M IIX .OIOSIl
1"5 ISX ,IOOS"
1", lOX .100274
.-Int.r..t 1. calculated .. followa.
1"7
1'11'1"1
1"2
I"S'l994
1"5'1"7
9X
IIX
9X
7X
9X
.110247
.IOOSIl
.111247
.OOIl'Z
.100147
In......r . IAL&IlCB OF TAX UKPAID X NVIlBER OF DAYS DELINQUENT X DAILY IKTEIElIT FACTOR
--Any MatlOl 11..... .fter tho tu ~. dlll~t ..Ill rafl"t ., Inter..t eelculaUon to flft.., (5) _.
beVGnd tho dIIt. of U. .....~t. If payeMt It ado .fter the lntor..t ~t.tlon eIIt. .,.., on the
Notlca, additional Int.r..t .u.t bI calcullted.
/ J:.?9 ~ 'l
IUREAU Of INDIVIDUAL TAXES
INHlAITANCE T" DIVIII..
D[PT. lIun
HARREIIURa, PA 1712'-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF DETERHINATION AND
ASSESSHENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LUTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
6/*
'n.luu'" l...tll
NEAL S WEST ESQ
MCNEES ETAL
PG BOX 1166
HBG PA 17108
07-07-97
STRAUB
12-12-95
21 96-0201
CUHBERLAND
202
AllOunt R..Utod
HENRY F
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HOTEl To in lure proper credit to your account, aub.it the upper portion of thl. for_ with your tax p.~t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R-iv:73J;-EX--AFP--io3:-97j-----iii-Niiiicif-OF--PETifRHiiiAiiiiN-Aiip-AiisESiiHENi1f----.----------.------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF STRAUB
HENRY
F FILE NG.21 96-0201
ACN 202
DATE 07-07-97
ESTATE TAX DETERMINATION
.00
1.
Credit For State Death Taxe. a. V.rifi.d
2.
Penn.ylvania Inh.ritenc. Tax A...s.ed
(Excluding Discount and/or Intar..t)
7.737.06
3.
Inheritanc. Tax A..e...d by Oth.r Stet..
or Territori.. of the Unitad Stat..
(Excluding Di.count and/or Int.re.t)
,00
7.737.06
4.
Total Inh.ritance Tax Ass....d
,00
5.
P.nnsylv.nia E.tat. Tax Dua
6.
Amount of P.nn.ylvania E.tata Tax Pr.viou.ly As.....d
Based on F.d.ral E.tet. Tax R.turn
,00
,00
7.
Additionsl P.nn.ylvania E.tate Tax Du.
TAX CREDITS I
PAYMENT
DATE
DISCOUNT (+)
INTEREST/PEN PAID (-)
AHOUNT PAID
RECEIPT
NUHBER
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
_IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN .1. NO PAYNENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE
DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
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tGTlCEI
To fulfill the reaulr..-ntl o. Section 2145 lb) of the Inhlrlt~a end Eltata Ta. Aot, Act ZI of 1"5. (7Z P.I.
Section '145).
PAYlEJlTI
Deblch the top portion of thll Notlea end IUbIIlt with your P'YNnt to the A....t.r of WIU, prlnt.d on the
rwer.. .1....
.. Mek. cheCk or 80MY order payable tOI REGISTER OF MILLS, AGENT.
RU\IGICCRh
A r.fund of . tu credit MY IMI r~sted by caspl.Ung en toAppllcation for A.fund of Pem.ylvenl.
Inherlt~a and E.tata Tax- CAEV-ISIS). application. ara ,vIIlabla at the OffiCI of the Aagl.tar of Will"
any of the Z3 A.v.... DI.trlct Offle.. or 'rCMI the O...rtMnt'. Z4-hour en....rlng ..rvlea nuaberl for 'ora. orderlnlll
In Penn.ylvanla 1-100-56Z-Z05', out. Ide pann.ylvenla end Mlthln local Herrl.burg .r.. (717) 717-1094.
TOO' (717) nz-ztsZ (....rlng I.,.lrad Only).
OLECTtOMSI ".., p.rtv In Int.r..t not .at..flad ..Ith thl ........,t of t.. .. shawl on thh notle. ..y object Mlthln
,lxtv (,.) day. of ractllpt of thl' Motlc. byl
..wrltten prota.t to the PA a.p.r~t of A.venue, IoIrd of Appell', Dept. ZII0Zl, Harrisburg, PA 171ZI.l021, OR
...l_tlnt to heYII the ..U.r det'r11Inec1 at audit of the penonal r..r..entltlw, DR
.......1 to the Orph8n.. Court
AIlIIIM-
IST1lATlYE
CORRECTIONS.
FMMl .rron dllc0V8red on thh .........,t should IMI addr...ad In ..rltlng tal PI Dep.rt.....t of Revenue,
luraeu of Individual T...., ATTNI POlt .....lIIftt A,vIIM unit. DlPt. ZIO'Ol, Harrisburg, P' 171ZI-0601,
Phone (717) 7'7-'5a5. ... P'" 5 of the bookl.t -In.tructlon. 'or Inherltanc. Tax A.tum for a A,.ldlnt
Decaden~ (REV-1501) for en ..pl.natlon of ~lnl.tr.tlv.1Y correctable .rror..
PEMIl. 1'1.
The 15% tax ~.tv non-partlclp.tlon panel tv I' CGllPUted on thl tot.. of the tax end Int.r..t .....Md, and not
paid IMIfore ........rv II, 1"', the flnt day .ft.r the and 0' the tax ....tv period. Thl. non-participation
panIIltv II .....labl. In the ._ .....r and In the the ._ tI_ period .. you would appal the t.. and Intar.st
that he. bean .....Nd .. IndlClltad on thl. notlc..
INTERUTI
AddltlOMI Pemqlvenl. (.tllI 'ax ......ed .. I ralUlt 0' . chMae on thl Fader.l Est.ta Tax clo,1r'8
tatter ~. delinquent .t thl 1.,lr.tlon 0' OM (1) .onth frM the dat. the final notlc. of the lner....
In Feder.. E.tat. Tax I. racalvld.
T.... Wilch __ ...lI.,.,..t IMIfore January 1, 1912 bear Intlrllt .t \hi ntl 0' ... (0) percent per ......
calculated .t I daUy rlt. o. .0001". All t.... ....Ich bec_ allnquant on or Itt.r January 1. ..IZ Mill bear
Intere.t at . r.tl Wilch Mill Vlry frM c.l.....r YHr to calendar YNr MI th that r.t. ~ bv the PI
Dap8rtaant of Aavenue. ThI appllcabll Int.r..t r.t.. for l'IZ through 1997 .rll
~ Inter..t A.te DailY Int.r..t Factor !!!! Inter..t Aata DailY tnt.ra.t FlOtor
I'U lOX .00asU 1..7 OX .oaOZ47
un IU . aOlUI 1911-1"1 llX .000301
I'" llX . nun I'" 'X .000Z47
1"5 UX .000556 1"5'\'" n .00U'Z
1.11 lOX .oaau4 1"5-1"7 'X .000.47
..Int.rllt I. calcul.ted .. 'olIOM.1
lllTERUT . IALA/fCE OF TAll UKPAlD X HUllIER OF DAYI DELIHQUEIIT X DalLY llCTlllllT FACTOII
_.".., Motlel lu".d .ftlr the ta. becoM. allnquant ..111 r.nect en Intar..t calculaUon to fifteen UI) .,.
bQOnd the data of the .....l8Mt. If p~t I. ... .tt.r the Int.r..t CQIIPUt.Uon dlta ...... an the
Notle., addltlonel Int.r..t .u.t be calculatld.
/~;jlf- '7
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
C-
BU~rAU OF INDIVIDUAL TAxrs
IHHrAII&HCE lA. DIVIIION
D1:PI, 110"1
HARRIIIURO, PA 111"'01'.
.n.IIII'.I"III.'"
NEAL S WEST ESQ
MCNEES ETAL
PO BDX 1166
HBG
DATI!
ESTAT! OF
DAT! OF DEATH
FILE NUHBER
COUNTY
ACN
HENRY
09-15-97
STRAUB
12-12-95
21 96-0201
CUMBERLAND
102
A.oun! Ro.ltlod
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
NOTE. To in.uro propor .rodit to your o.count, .ub.it tho uppor pOrtion of thi. forn with your to. poyoont.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-\i:i6iij-Ex-AFii-io:i:97T"-----.iiii-filiiiliiTAiicE--fAiC-STA"iEifI'Wii,;-Aifcciuil-f--ii..---------------------
ESTAT! OF STRAUB HENRY F FILE NO,21 96-0201 ACN 102 DATE 09-15-97
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IH THE NAHED ESTATE, SHOWN BELOW
IS A S~RV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FICURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 05-12-97
PRINCIPAL TAX DUE. ___'_.'..______..,
.. - '-"'-- ---.-..------...-.-. ------...-.-.----...-.---..---.-.
7,664,27
PAYMENTS CTAX CREDITS).
PAYMENT
DATE
03-11-96
08-28-97
RECEIPT
NUMBER
AA112597
REFUND
DISCOUNT C+)
INTEREST/PEN PAID C-)
383.21
.00
AMOUNT PAID
17,146.00
9,864,94-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,664.27
,DO
.00
.00
· IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
, IF TOTAL DUE IS LESS THAN .1,
HO PAVIlENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
VDU HAV BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORK FOR INSTRUcTIONS. I
F
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C,",
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top portion of thl. Notlc, end .~It with your
r-
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,.
P..MN'.
C1~
Dltach the
prlnt.d on
p,y""t ..d. p.v.tll. to the n... end .ddr."
the r.v.n. ltd..
If RfllDENT DEClDEN' ... check or eonev order p.vebl. tal REGISTER OF WILLS, AGENT.
If NON-RtllDEHT DECEDENT uk. check or .on.y order p.yabl. tal COHHONWEAL TH OF PENNSVLVANIA.
REfUND (CRU .. nflnS of a t.. credit, .....Ich .... not requeltsd on the h. R.turn, "V be nque.tad bv cOIIPI.tlnt ...
-application for Rlfund of pann.ylvlftla Inherltanca and E,tlt. Ta." (REV-ISIS). application. Ir' avallabla .t
tn. OfficI of tn. R.,..tar of Will., any of the lS R.venu. DI.trlct Offlc.. or froe the o.p.rtaent.1 1~-hOUr
Ift....rlno 'Irvlc. nuaber' for for.' orderlnol In penn.vlvanl. 1-100-56l-l050, out.ld. pann.ylvlftl.
.-I ..Ithln loc.l Harrhbur, araa (717) 717-1094, TOOl (7171 772-ZZ52 (Hllrlnt IlIPllred onlY).
RtPL't Tal
Dua.Uon. regardlnt errors contaln.d on thl. notlc. .hoUld b. tddrauad tal P" a.pert..nt of Ravenue, lur..u
of Indlvldull T...., "T,NI POlt ........ant R.vl.w unit, O.pt. l10601, H.rrl.burl, PI 171ll-0601, phOne
(717) 717-6505.
DISCOlIlT I
If eny t.. due I' p.ld withIn thr.. (S) cllendlr nonth' ,ft.r thl deCldent., d.ath, . flv' plrcent (5X) dl.count
of the t.. p.ld It .1Iowed.
PD&AL TV I
The lSX ta. ..ne.ty non-partlclp.tlon panalty I. COIPUt.d on the total of thl ta. end Int.r..t .......d, .nd not
p.ld before January II, 1996, thl flr.t day .ftar thl and of the t.. .-na.ty p.rlod.
INTEREST I
Int.r..t I' charged blllnnlnt ..Ith flr.t day of d.llnquency, or nln. e') aonth. 8nd Onl (1) d.y fr~ thl data of
delth, to the dlt. of plyaent. T.... which bee... d.llnquent b.for. Janulry 1, 1911 blar Int.r..t .t the r.t. of
tI. e~) perc....t per ..,... cllculat~ at . dlUy rete of .00016~. ..11 tallll which bIe'" d.lInquent on and after
January 1, 1912 wIll bllr Int.r..t at . r.t. which ..Ill vary fr~ c.lendar y..r to c.lendar va.r ..lth that r.t.
announced by the PI o.part.ent of Rlvenul. The appllcabl. lnt.ra.t rat.. for 1..l thrOUGh 1997 Ir.1
'tllr tnter..t Rat. O.l1v Intarnt F.ctor V"r Int"..t R.tl Oalh tnt"..t hctor
1912 2'X .000541 \917 'X ,DDm7
1915 16% .OOGUI 1.11.1991 IIX .00OSOl
19" IIX .000501 1991 'X .000247
nls 11X .00OS56 1995.1994 7X .000192
1.16 lOX .00017' 1995-1997 .X .aOOl47
".Int.rnt It ulculatad II follow'.
IJITEREllT . IALAllCE OF TAX UlfPAID X NUHIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Motlc, I..ued aft.r thl t'll baCOtI' delinquent ..Ill r.fl.ct an lntlr..t cllculltion t~ 'lftean (15) dav'
beyond thl dlte of the .......ent. If p'Ylllnt II .ed. .ftar thl Intanlt coaputatlon d.t. IhoW't on thl
Hotlc., additional Int.r..t .u.t be c.lcullt.d.
.
JRD/June 30, 1992117858
JAN
6 lllllU\
" .
.'
\
,
In Re: Estate of Hf1'l1lY F. STMUB
Late of CAMP HILL OOfUJrn
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-1996-0201
No. 1996-0201
N011CE OF FAILURE TO FILE SfATUS REPORT AND REQUFSI' TO
CONDucr A HEARING pURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
NEl\L S. WEST, ESQ.,
12-12-1995
Date of Decedent's Death:
Date of Delinquency Notice:
11_5_1999
Date:
1_4_2000
\
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HElIRING IS SCHEDULED FUR Il.~ 7 .)pi) AT (); 30 /l-, /J1 . IN
roJRl'1UloI NO.3. IF 'llIE ST~ !lEroRl' 1s FILED PRtoR TO THF/HEARING D1\TE, THE HElIRING
WILL AtJ'lUo\1\TICJ\LLY BE Cl\OCELLED.
~
---..~.-:---
.
IRe/Juno 30, 1992/17858
JAN II ZOlll\. )
.-
\
In Ro: Estato of IlI'l'lRY F. 51'MUB
Lato of CllMP HILL oolUlGl
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estato No,: 21_1996_0201
No, 1996-0201
NOTICE OF FAILURE TO FILE STA11JS REPORT AND REQUEST TO
CONDUer A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representalive:
Counsel for Personal Representative:
NEAL S. WEST, ESQ.,
12_12_1995
Dato of Decedent's Death:
Date of Delinquency Notice:
11_5_1999
The undersigned, Mary C, Lewis, Register of Wills. in accordance wilh Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of
Cumberland County, that neither the above named personal represenlalive nor lhe above named counsel
for tho personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its Status Report required by Rule 6.12, Supreml: Court Orphans' Court Rule and that the requisito
DOUce, pursuant to Rule 6.12, Supremo Court Orphans' Court Rules, was given by tho Register of Wills
on lla5a1999 , 19_. and that the ten (10) day nolice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and tho
undersigned requests that a Court conduct a hearing to determine whether sanclions should be imposed
upon tho delinquent personal representative or counsel,for the delinquent personal r resentative.
"
Dato:
184-2000
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEARING IS SCHEDULED roR /L ~ 7 ,~ AT tJ; 3i> /J~ /J1 ' IN
COJRrIm-l 00. 3. IF THE S1!~ REPORl' ts FILED PRIOR TO THF/HEl\RING DATE, THE HEARING
WILL A11ICW\TICALLY BE ClINCELLED.
.
p
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
HENRY F. STRAUB
Date of Death: December 12, 1995
Will No. Admin. No. 21-1996-0201
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. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: the estate is the beneficiary of an individual retirement account; therefore,
du: t:tlLat;:e Wl..1J. rema1n open tor tne next several years
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
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes 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 attached to this report.
Date:~ -kJ;;C;~.JJ ~ t~(y_O~
s~e
Stephanie Kleinfelter, Esq.
Name (Please type or print)
McNees, Wallace & ~urick
100 Pine St., P.O. Box'1166
AddressHarrisburg. fA l/LUIl
'f'
( 717 I 237-5228
Tel. No,
C1
::'J
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d: -'-
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,- ~
:" -' c.;
Capacity:
Personal Representative
x Counsel for personal
representative
(MAH: rmfl AH3)
~v
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: HENRY F. STRAUB
Date of Death: December 12, 1995
WiI1 No,
Admin No, 21-1996-0201
pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administmtion of the above-captioned estate:
1. State whether administration ofthe estate is complete:
Yes No 2L
2, lfthe answer is No, state when the personal representative reasonably believes
that the administmtion wi\1 be complete: The estate is the beneficiary of an individual retirement
account' therefore the estate wil1 remain 0 en for the next several ears.
3, lfthe answer to No.1 is Yes, state the following:
a,
Did the personal representative file a final account with the Court?
Yes No
b.
account is:
The sepamte Orphans' Court No, (if any) for the personal representative's
c,
interest? Yes
Did the personal representative state an account informally to the parties in
No
-
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this
report.
Date: fill '3./ IJ~
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C
k R. plirthemer, Esq.
cNees Wallace & Nurick LLC
100 Pine SI., P.O. Box 1166
Harrisburg, P A 17108
(717) 237-5250
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Capacity: Counsel for personal representative
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STATUS REPORT UNDER RULE 6.12
Name ofDecedent: HENRY F. STRAUB
Date of Death: December 12.1995
Will No.
Admin No. 21-1996-0201
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rulcs, I report the following
with respect to completion of the administration ofthe above'captioned estate:
I. State whether administration of the estate is complete:
Yes _ No 2L
2. If the answer is No, state when the personal representative reasonably believcs
that the administration will be complcte: The estate is the beneficiarv of an individual retirement
account: therefore. the estate will remain onen for the ne"t several vears.
3. If the answer to No. I is Yes, state the following:
a, Did the personal representative file a final account with the Court?
Yes No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes No
d. Copies ofreccipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this
report.
Date:~
to
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McNees Wallace & Nunc' LC
100 Pine St., P.O. 80" 1166
Harrisburg, P A 17108
(717) 237-5243
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McNees Wallace & Nurlck LLC
attorn.y. allaw
LINDA M. ESHELMAN
ESTATE PARALEOAL
DIRECT DIAL: (111) 231.5210
E,MA/L ADORESS: LESHELMANGlMWN,CQM
March 9, 2004
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
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RE: ESTATE OF HENRY F. STRAUB
Our File: 17420.Q001
ladles and Gentlemen:
Enclosed for filing In the above-referenced Estate Is a Status Report. The Report
advises the Court that the administration of the above-referenced Estate will remain open.
Please date stamp the enclosed copy and return to our office In the envelope
provided
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Enclosures
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P.O. aox 118S; 100 PINE STREET' HARRISBURG, PA 17108,1166' TEL: 717,232,8000' FAX: 717.237.5300' WWW.MWN.COM
HAZLETON, PA . STATE COLLEGE, PA . COLUMBUS, OH . WASHINGTON, DC