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Home My WebLink About96-00222 No. 21 - 96 - 222 Estate of SHERWOOD V. (HRSON , Deceased DECREE OF PROBATE AND GRANT OF LETfERS AND NOW MARCH 14. 19~, In consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated october 15. 1974 described therein be admitted to probate and filed of record as the last will of <:h",...,n"rl " Gibson. deceased and Letters Testamentary arc hereby granted to (~,1 IVJ cLL/JmBtii ~t:tf R"I.tcrorWlII. ' MARY C. LEWIS William S. Daniels, #27735 ATTORNEY tSop. Ct. 1.0. No.) suite 205, One West Hiqh St. Carlisle, P,fuORESS 17013 FEES Probate, Letters, EIC, ......... S 340.00 Shorl Certificates( 3)3....,..... S 99.00 Renunciation ................. S :; 00 x-rage . JCP S S,gg TOTAL _ S 447 00 Filed ... ..l'IA~C~. .1.4,.J.~~9............. 717_243-3831 PHONE .'~ ",I :l . ',t ,'" ~: . '.\ Called attorney on 3-15-96. This is 10 (enily IhuI lh,' inlonll.llion hnc ~i\'cn "'0",,,1)' ,ol'i,'" ''''III .0' o,i~in,J'. [mili,.lle 01 ""Jlh "July liled wilh me" Local Registrar. The ori,Rin.llu.'C1i(jC"Hl' willllt, forw;\rlll't! 10 III(. Sf,lIt Vir.11 HI'Whl, OffUl' (or Pl'flIl.llll'lIl (IIIII~, WARNING: It Is lIIeg81to duplicate this copy by photostat or photograph. Fcc 10' Ihi, "'Ililirule. S2.IMI ~il . C" .1.- \ {~t\, 'b~~~,~~ ",., -,-- 'I,-~:;i-ik;i~;-;~';-----\.\ 3425986 FEB, 2 3 1996 -.------.- D.lle ---.----.- Nil. "IClaI&J"'"&01, COMMONWEALTH all PINNSYLVANIA . OIPARTMlHT 01' HfALTH' VITAL REcoRes CERTIFICATE OF OEATH -, , -. ... 'lOll.. ...-...... I, ;lherwood V. Gibaon ~- ..... I'."U-'-1lI ,,- tocU~MC"""rrl\oJ""" " l'lale . 174_ 05 _ 1516 0'"01' DIN......... too., _. .February 21,1996 88 ".. - -.- ..., oe.,_ l"UCIDrPf6J..O"______...__ '-1II'~~ __ ;lharmanada1a, _0 . ,~....o .,~\ Cumberland Carli ale ----:::a.::- M';C1,1imn,' ,Carpet Mill DlUOIIff""IW'U'O.flClCN..,.....~...~c- ClOI..". 7)0 Longa Gap noad :f.:::.... Car11ale,Penna.1701) ~ '. ,.,PlI...IIAIIIt".."'"-'""'George 1J1bson V. uibaon i1h ite -- fI_,..____ V, Heberl1 e on ,..: , ! "..- .Pennsy Van a Cumberland 1,.0 =---.::.:::. loIOf~",,,,,,,,,,,,,- 'tI'iabeth Hoad,Car11ale,PannsY1van1n 1701) ;>enna boro Twp. ,~ -; "'-'--.......0 anoy . . LAST WILL AND TESTAMENT I, SHERWOOD V. GIBSON, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which I have previOUSlY made. I I give and bequeath unto my wife, ^my V. Gibson, a 1 of my household furniture and furnishings, and all tangible personal property including my automobiles. II I give, devise and bequeath the residue of my estate, wherever situated, unto The Commonwealth National Bank, in trust for my wife, Amy V. Gibson, for and during the term of her natural life, to pay to my said wife the net income therefrom, and to apply so much or all of the principal as in the discretion of the trustee, after considering other assets and resources available to my said wife, shall be declared for her maintenance, support, medica \ .nd ,un"" .xp.n"" .n' " dl",'bu" ,b. ,.,'du' ,b.,." " 'b. following named beneficiaries in the proportions specified, or to their successors: pisgah United Methodist Church, One share pisgah United Methodist Cemetery, One share Shermansda1e United Methodist Church, One share Shermansda1e Youngs United Methodist Church, One share Shermansda1e Youngs United Methodist Cemetery, One share Griers point United Methodist Church, One share Griers point United Methodist Cemetery, One share Carlisle Grace United Methodist Church, One share Shermansda1e presbyterian Cemetery, Two shares Shermansda1e Reibers pisgah Cemetery, Two shares III In addition to the usual powers provided by law, the trustee shall have the power to: ^. Retain any property, real or personal, including securities, which form a part of my estate; B. Invest according to the trustee's best discretion, including trustee's own corporate stock, but without restriction to investments authorized for fiduciaries in Pennsylvania; C. Hold investments in the name of the tTustee or its nominee; . . . D. Allocate stock dividends to income or principal or both as the trustee may determine; B. Convert into cash all of the assets of the trust upon the death of my wife, Amy V. Gibson, and prio to distribution to the charitable remainder beneficiarie . IV I appoint The Commonwealth National Bank as execu or of this my last will and testament. IN WITNBSS WHBRBOF, I have hereunto set my hand and seal this 15th day of October, 1974. ,P/ji?a~ 7;; J;,'J~_M-r - ( BAL) Signed, sealed, published and declared by Sherwood V. Gibson, testator above named, as and for his last will and testament, written on two sheets of paper, in our presence, who, in his presence, at his request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: I d ~~_G.t/ 1(.~~ ~^ , ,It '. "rl.~,,~.-n;.~,:';~~~lrr;ws...';:;;'".1!t'~~''':-rc '~:"i;;~.-;.....,,'..;,;.::"'~i1l3!7B:<l~' ':~' '';', -'i' ""c, ,", ',''j" "~Yi,")~o~~~-?; ",' .;.~'.,;~'/-.:',( ..'''''('.'{" ":' -::......., :>. '. ;,~..." rl"l".,\~,..,r. ,~ .1..1, "',' f"'('" ,'~ , ~' .' '".{;' ;~t ';;:>\., : ,-~ > :::." ':,":.'~ ."'~' '96 IWt \ 1 1'2 :19 ",' "'J '1'. ' Clt:;. r' CUfl't,i!.,~ ',it" ", jft \.'f\ .' ~<, ".,\.... , ,." ,,-'.' . ,'~i' . .. ~ ,.'~" ..';' "", .,'. \ ~ ,., ,;.; .' r' ',;' . '; ~':;\ " . -.. ~. '}'" '",:j "', ;.: ~ ,,-,' '''':"'' :s u .. ,,' : .--:'. i," ~.t '.;....'~' ..~.<n ': _.,;...;,;,': -'_,,~. _ ~_.c.. ,,,-' ...~~;;.~....'..;,;.;::::~, .! " ~,.',,- c' , . . . o III ~ M ~'l!" ",", " l&l.<c,9 !I_,;;},:;~G, X o-l - 1:. ,"'"',.", ~ . :;)' en :..,;",,~"',~..,l,:;"":/:i., ;I: ~.lll 'l:"~' ~ '~,;""'/' Ill' ~ ~ I ~:~:~?Wj~~ 'l\ ~ l;l or, ',<.'" ~~. ~ 5-' ~d.'(~:/ J:;.,,! ','N:~ ~~~~~:~~h:;.\ ")<c:~ ~ ~ ,','"". , ',' ~o ~;~*!~ ,::':,;', .. '. ;,/,'" ',"< "':.... .~, .,. '~~\:~ ' :,,' .. """ '.-', -":1 '<'." 1~. '. ': ;, .. . .. .. .;.... ."f-. -----..,...-.',-..... ~'- ?1 - 96 - 222 REGISTER OF WILLS OF CUHnEI~LA"lr, COUNTY OATH OF SUBSCRIBING WITNESS SIHRLFY N. AHLERS " lmM lfM\I;) alubscrlli Itneu to tho wW prOlCllted herewith, (lI1tth) bel law, deposc(s) and &lY she was .rwood V. Gibson ly qualified according to prOlent and saw Sworn to or atnrmed and sub me this Register C r s e (Address) ~ISTER OF WILLS OF CIJNBERLAND COUNTY \ OATH OF NON-SUBSCRIBING WITNESS WILLIAM'S. DANIELS (~~ subscriber hereto, (66lal). bclna duly quallfled lICCOrdlns to law, depose(s) and say(s) that he is . ... famWar with tho slanature of ,James R. Humer, Jr. lIlldldI ~lIkxxxxxol (ono. of the subscrlblns wltnOlses to) the will presented herewith and xoodlcIt that ne belleves the slsnature on tho wUl Is In the handwriting of James R. Humer, Jr. ~ to the bOlt of his knowledge and bellef, ~~ ~_~/ , " Sworn to or affirmed and subscribed before '~~ hi 11TH d f 1 lam .' al1lels mets ayo (.amt) 19 ' . Suite 205, One Nr>st High :"" " I . l...~)/' / !;rl)~ tf,{. . (Address) Reglsur 'carllsle, PA 17013 (Namt) 3t:.. (Address) " , _..,..........,...~..tl',~......,~'----- ...,;.... . ".",",;'"."" 21 - 96 - 222 Filed 3-12-96 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS SHIRLEY WAHLERS XI(((c)llllX ~KclllS a subscribing witness to the will presented herewith, (WX being duly qualified according to law, depose(s) and say(s) that SHF WAC; present and saw SHERWOOD V GIBSON the testal OR . sign the same and that C;HF signed as a witness at the request of testa' OR in h..lS.- presence and (in the presence of each other) (In the presence of the other subscribing witness(es)). fJ j) / ,. j Sworn to or affirmed and subscribed before .~..f Nfl' -I...t/.d me this 12TH day of ~ If (Name) MAR 19 6 11/1 -A- (I ~ uf/z; "9ft(/ , (Address) Register (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON.SUBSCRIBING WITNESS testal (each) a subscriber hereto, ch) being duly qualified according to law familiar with the signature of of (one of the presented herewith and codicil tgnature on the will is in the handwriting of that to the best of Sworn to or affirmed and subscr' me this (Address) Register (Name) (Address) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sherwood V. Gibson Date of Death: February 21, 1996 Will No. 1996 - 00222 Admi n. No, 2 1 96 - 0222 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' ~ourt Rules was served on'or mailed to the following beneficiaries of the above-captioned estate on March 28, 1996 ~ Address 730 Longs Gap Rd., Carlisle, PA 17013 Amy V. Gibson 110 Nashville Rd., Box 11, Haydensville MA 01039 Donna Gibson Thomas Gibson 107 Greenwich Ct., Madison, NJ 07940 Notice has now been given to all persons entitled thereto under Rule 5.6(a) exceptNone Date:~ By Name Stephanie R. Covahey I; Address Mellon Bank, N.A, P.O. Box 10 S. Second St., Harrisburg, PA 17108-1010 0\ t:~ - ':'l OIJl - (~ " 1\\= ~ 'J :;; ~8 -- ..-- cp 00 '.;;~ '0 - c ru \1' ~ '.,.<!l 0(.; ~ Qi ~.- oUl ~..o (.)0 ~ -E Q)a: Q)d a: (3 Telephone(71~ 780-3113 Capacity: X Personal Representative Counsel for personal representative IS-((O-(L INHERITANCE TAX RETURN ~~~~t'l&~~rlR~MnER 121311111 RESIDENT DECEDENT POVERTY CREOIT 15 CLAIMED CO"'MONWEALTHo,r'NN'YLVAN'A (TO BE FILED IN DUPLICATE FILE NUMBER o,rARTMEN'O' REVENUE 21 1996 HARR"~~~~.':~~~:"."Ol WITH REGISTER OF WILLS) COUNTY CODE YEAR DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENrs COMPLETE ADDRESS Gibson, Sherw:xx:l. V 730 LDngs Gap Road DECEOENT SOCIAL SECURITY NUMSER DATE OF DEATH DATE OF BIRTH Carlisle Pa 17013 174-05-1516 02/21/96 06/13/1907 Coun C\.UTU:erland ,IF ArrL'CAeL 15UnVIV,NO ,rouSE" NA 'ILASl. SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) FIRST AND MIDDl.E INITIAL) Gibson, V 174-05-2221 370,265.60 1, Original Return :I, Romaindor Roturn o 40, Futuro Inlorost Compromiso (lor dato, 01 doa'h ahor 12-12-B2) IR B. Docodonl Dlod Toslalo 0 7. Docodont Malnlalnod a Uvlng Trust (Mach copy 01 Will) (Mach copy 01 Trust) ALL CORRESI'ONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Mellon Bank N.A., Executor Attn: Robert Chase TELEPHONE NUMBER P.O. Box 7899 RM 193-0224 (215) 553-0308 Philadel hia Pa 19101-7899 1. Real Eslalo (Schodulo A) ( 1) None 2. Stocks and Bonds (Schodulo S) (2) 385,020.36 3. Closely Hold Slock/Par1norship Intorosl (Sch. C) ( 3 ) None 4. MMgagos and NOlos Rocolvablo (Schodulo D) ( 4 ) None 5. Cash, Sank DoposllS & Mlscallanoous Porsonal (5) 28,449.97 Proporly (Schodulo E) B. JolnBy Ownod Proporly (Schodulo F) 7. Translors lSchodulo G) lSchodulo L) B. Total Gross Assets (tolal Unos 1-7) 9. Funeral Exponsos, Adminlstrativo Costs, Mlscallanoous Exponses (Schodulo H) '0. Debts. Mortgage Uabilitios, Uons (Schodulo I) 1'. Tolal Doductions (tolal Unos 9 & 10) 12. Not Valuo of Estalo lUno 8rrinus Uno 11) 13. Charltablo and Govornmonlal Boquosls (Schedulo J) 20. 11 Une 19 Is groater than Une 18. enlor tho dlnoronco on Uno 20, This Is tho OVERPAYMENT. ~ Chock ha.. " you are raqueaUng I rolund 01 your overpaymanl. I 21. 11 Une 181s groale' than Uno 19. ontor tho dlnoronco on Uno 21. This Is tho TAX OUE. A. Enter tho Intorost on tho balanco duo on Uno 21A. S. Enlor the 10tal 01 Uno 21 and 21A on Uno 21 B. This Is tho SALANCE DUE. Mike Check PI able to: Re Istar 01 Will.. Agant .. ... BE SURE TO ANSWER ALL OUESTlONS ON PAGE 2 AND TO RECHECK MATH" .. nder pon tlO$ 0 porjury, oclaro that I avo examined this return, including accompanYing schedules and statements, and to the bast 0 rrrf knowlodgo and bollol, It Is true. correct and comploto. I declare that all roal ostato has bOOn reported at truo market valuo. Declaration 01 preparer o1hor than tho personal r resen1ative Is basod on alllnlormation 01 which reparor has an knowled o. TUREOF PER!iON R N E FOR FILIN ETURN ADDRESS DATE 'd g-(&-16 ~E<:l'I('~ REV.Uao ex.:'.I4) , , CHECK APPRO- PRIATE BLOCKS IR 4. Urritod Eslalo CORRES- PONOENT RECAPIT- ULATION 14. Not Value Sub oct to Tax (Uno 12 minus Uno 13) 15. Spousal Transter'ttor dalll at dealh alter 8-30-g4}. S.. In,tructlon,lor Appllub1e Percentage on Pagll 2. (Include valulI tram Schedule K or Schedule M,) 18. Amount of Une 14 taxablo at 6"k rale (Include values Irom Schodulo K 0' Schodulo M.) 17. Amount 01 Uno 14 taxable 8t15% ralo (Includo valuos from Schedule K or Schodulo M.) TAX lB. Principal tax duo (Add tax tram Unos 15, 18 and 17.) COMPUTA- 19. Crodits Spousal POllert)' CredIt Prior Payments TlON + ADDRESS PA15001 NTF ee'" CopyrIght Forms Sollwarl Only, 1194 Nelco,lnc. N94PAOOI ::r 0222 NUMBER lIar dales 01 duth prior 1012.1]-821 o 5. Fodoral Eslato Tax Roturn Roqulrod ...Q.. 8. Total Number 01 Salo Doposlt Boxos (8 ) (7) None None ( 8) 413,470.33 (9) 42,741.50 (10) 463.23 43,204.73 370,265.60 283,930.77 (11) (12) (13) (15) (14) 86,334.83 x ,QQ,. = 86,334,83 0.00 ('8) 0,00 x .06 0.00 = (17) 0.00 x 0.00 ,15 ::Ii (IB) 0.00 Discoun1 Inlerost + (19) (20) 0.00 (21) (21A) (21S) 0.00 0.00 0.00 DATE . : PA ReV-leoo EX (7-04) Plgo 2 Act 1/48 011994 provldel lor Iho reducllon ollhe lox rslel Impoled on Ihe nel value ollranllelllo or for Ihe UIO 01 the lpoUI.. The ralel al prescribed by Iho slalule will be: . 3% (.03) will be applicable lor ellalel 01 decedenls dying on or aftor 7/1/94 and belore 1/1/96 . 2% (.02) wlll be sppllcable lor ellalel 01 decedenll dying on or after 1/1/96 snd belore 1/1/97 . 1% (.01) wlll be sppllcable lor ellalel 01 decedenll dying on or sftor 1/1/97 and bolore 1/1/98 . SpoulBllranlfers occurring on or after 1/1/98 wlll be exempllrom InherllancA lax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedonl mako a translor and: L ",llln!he uso 0' Incomo ollho proporty translorrod,. . . . .. . . . .. . . .. .. .. ... . . . .... . .. ... .... . . . ... . . . . .. . .. .. . . . ... . . X b. "'tlln lho right 10 deslgnlte who sh,," uso tho properly translerred or Its Incomo.. .. . .. . . . ... . . . ... . . ... ,... . . . ..... . .. .... X c. rellln a revOBionllV Inlorest; or..... ......... .. .... ... .. ... .. ... . . ... .. ..... . . . ... ... .. ..... . ..... . .. .. ... .... . X d. receive lho pron1se lor Ule 01 ellhor peyments. benefits or carD?.., . .. .. .. .... .. ..... .. . ...... . . . ... . .. . .. . .. ." . . . .. .. X 2. II dealh occurred on or belore Oecember 12. 1002, did docedenl wllhln lWO years preceding delth translor properly wllhoul receMng adequale consldoratlon?11 death occurred aher December 12. 1082, did docedenl translor properly within one year 01 dealh wlthoUI rocelvlng adequlle consldoratlon? ... . .. .. ... .. .... ., . .... ... .. ... . .. . . . . .. ." . . ..., ... .. ..... . .... .,., . . . .... .. . X 3. Old decedent own an 'In trusllo( bank accounlat his or hor dealh?. .. ... . . .. . .. ...., ... ... ..... . .... . .. ..,. .. .. . . . ... . . 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. PA1SOO2 NTF 11880 Copyright Foun, Saltwa,. Only. ",.. N.lco.'nc. NI4PA002 RIY-,IOl ~X tlc-'II . , SCHEDULE B STOCKS AND BONDS COMMONWEAL TH OF PENNSYLVANIA INHERlfANCE TAX RETURN "[tiIOENT DECEOENT ESTATE OF FILE NUMBER Sherw:x:xl V Gibson lAlI property 10lnUy-ownod with RighI 01 Survlvorahlp mUll be dllclolld on Schodule F.) ITEM NO. DESCRIPTION 1 185 sha Allstate Q)rp.. O:mron; NYSE @ 43.125 2 644 sha J\rrer!can Hare Products Q)rp., O:mron; NYSE @ 99.6875 3 Dividend on item no. 2 of $.77 per share payable 3-1-96 to holders of record 2-13-96 4 500 sha Apple O::ITp.1ter Inc., O:mron; arc @ 29.6875 5 300 sha Atlantic Richfield Q)., O:mron; NYSE @ 113,75 6 Dividend on item no. 5 of $1.375 per share payable 3-15-96 to holders of record 2-16-96 7 500 she Carlisle Plastics Class A Oomman; arc @ 4.4375 8 2,000 she Cash J\lrerica International Inc., Oomman; NYSE @ 5.00 9 Dividend on item no. 8 of $.0125 payable 2-23-96 to holder of record 2-9-96 10 561 she 010ck Full 0 Nuts Q)rp., Oomman; arc @ 5.1875 11 78 sha Dean Witter Discover & Q).. O:mron; arc @ 53.5625 12 500 she 50-Off Stores Inc., O:mron; arc @ 1.15625 13 2,000 she Ford l<btor Q).. O:mron; NYSE @ 30.4375 14 Dividend on item no. 13 of $.35 per share payable 3-1-96 to holders of record 1-31-96 15 30.8674 she Freeport -M:::Coran Resource Partners Ltd partnership; N.L. @ 19,3453 16 1,000 sha Generall<btors Q)rp., O:mron; NYSE @ 50.375 17 Dividend on item no. 16 of $.40 per share payable 3-9-96 to holders of record 2-15-96 18 150 she International Business Machines Q)rp., O:mron; NYSE @ 120.3125 19 Dividend on item no. 18 of $.25 per share payable 3-9-96 to holders of record 2-9-96 Tbtal from continuation e(s) TOTAL (Also ontor on lino 2. Rocs Itutatlon) (II moro spaco Is noodod. I"sort additional shoots 01 sarno sizQ,) PAl5031 NTF "" Copyright Fo''''' SOHWA'. Only, 1111t4 Nllc:o, Inc. N.APAO]1 21-1996-0222 VALUE AT DATE OF DEATH 7,978.13 64,198.75 495.88 14,843.75 34,125.00 412.50 2,218,75 10,000.00 25.00 2,910.19 4,177.88 578.13 60,875.00 700,00 597.14 50,375.00 400.00 18,046.88 37.50 112,024.88 $ 385 020.36 . , Estate of: Shen.ood V Gibson sammE B -- Stocks and Bonds Item lib. Description 20 550 aha Jackpot Enterprisea Inc., Cbmmon; NYSE @ 12.3125 21 Diviclerxi on item no. 20 of $.08 per ahare payable 2-23-96 to oolders of record 2-9-96 22 400 aha K Mart OJrp., Cbmmon; NYSE @ 7.00 23 30 wta Koger Equity Inc., Cbmmon; N.L, @ 4.625 24 500 aha Masland OJrp.. Cbmmon; arc @ 14.875 25 500 aha Nevada Power OJ., Cbmmon; NYSE @ 21.5625 26 200 shs New Valley OJrp., Cbmmon; arc @ 32,00 27 301 aha O::cidental Petroleum OJrp., Cbmmon; NYSE @ 24.00 28 500 shs Oshkosh B'Gosh Inc., Class A Cbmmon; arc @ 14.125 29 Diviclerxi on item no. 28 of $,07 per ahare payable 3-1-96 to oolders of record 2-16-96 30 500 aha Peoo EneJ:gy OJ.. Cbmmon; NYSE @ 30.00 31 900 aha PP&L Resources Inc" Cbmmon; NYSE @ 25.125 32 300 aha Public Service OJ. of New ~co, Cbmmon; NYSE @ 18.00 33 200 aha Sears Roebuck & OJ., Cbmmon; NYSE @ 43.3125 34 600 aha Westingtn.lse Electric Cbrp.. Cbmmon; NYSE @ 19.375 35 Diviclerxi on item no. 34 of $.05 per share payable 3-1-96 to oolders of record 2-12-96 'lUI'AL. (Carry foz:ward to l1'ain achedule) , . . . . . Page 2 21-1996-0222 Value at Date of Death 6,771.88 44.00 2,800,00 138.75 7,437.50 10,781. 25 6,400.00 7,224.00 7,062.50 35.00 15,000.00 22,612.50 5,400.00 8,662.50 11,625.00 30.00 112,024.88 ** 1:00'~ 'ltI10l ** dl:!1 .... ... . 01 ~m ~ . :g 0 . ... gel IhI; 10 .. . .... ~ ~ j l!' .. ...:le ..,,~ o1u~ ;: " .. Of :.. 8'."; 'l!" i~~ : ill ~~o~ I~~a: , , . . ~ - . llC~~ ~':t>a: ....:::r . -:~ii!-: llC......lll ~ 11:11 In ... ~ . ... .. .. . .. e .. ... .. ~ 1I.u co.::; b c: :::>>;;:'" :l ..... , ,,1'21::31 ~~~~ S I w'- !~bt " .. c: 1:>"1"" t . I . '" u";t.i:.r b";";~ I! I, a ~ II ... ... 01 ~ C; ... ~ ... ... .... . c: c: J J ~ ~ I:b 0 . ll> :>- Of I 1 :) ~ .! 1& III 01 .. ~ on I I .... 0 ~ ,. , ... ... 01 ... ... . to/t0'd 60S9tt2L1L16 O! ~118 tSS StZ I ! .. a .. II ~ ~.!'G1::'.!' oil .. I:r oil ~D"'''Q ~ ~ l~ ~ fl:lj .!~"1i~ UQ,''''G1 f . . I I GI ~~9~~ ~Q,I'2Q,G1 SdJ 'Itl!~ tl11Hd ~.:l tt,Zt 96.91 A~ , "IV.."" ax.(7"U) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.... Print or Type FlU! NUMBER 21-1996-0222 CO"'MOHWlAl.TH 0' 'IHNSV\.YAHIA INHlftlTAHCI TAX ftnURN RIIIDINT DICIDINT !!STAlE OF She%w:XXl V Gibecn ITEM NO. A. Fun.ral Exptn..l: DESCRIPTION AMOUNT 1 Sdn3' Brothers F\Jnera1 1bTe - staterrent 8,414.00 C. M\IC.IIlnIOUI Exptn...: 1 Register of Wills, Q..InberlaIXl. cnmty - short certificates 2 Q..Inberland cnmty law Joornal - estate notice 3 '!he Sentinel - estate notice 99.00 60.00 82.50 200.00 4 Closin;J Cl:lets s 42 741.50 TOTAL AIIo enlOf on Une 9. Roc III mOil apac. Ia noeded, Inurt Idd1Uonlllhe.1a olum. III'.) PAt5tll NT' "" Copyrlo'" 'ou'" Soft.II' Only. '"4 N,ScO.Me, N'4PA' t, LAST WILL AND TESTAMENT I, SHERWOOO V. GIBSON, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which have previously made. I give and bequeath unto my wife, Amy V. Gibson, a 1 of my household furniture and furnishings, and all tangible personal property including my automobiles. II I give, devise and bequeath the residue of my estate, wherever situated, unto The Commonwealth National Bank, in trust for my wife, Amy V. Gibson, for and during the term of her natural life, to pay to my said wife the net income therefrom, and to apply so much or all of the principal as in the discretion of the trustee, after considering other assets and resources available to my said wife, shall be declared for her maintenance, support, medica and funeral expenses, and to distribute the residue thereof to the following named beneficiaries in the proportions specified, or to their successors: Pisgah United Methodist Church, One share Pisgah United Methodist Cemetery, One share Shermansdale United Methodist Church, One share Shermansdale Youngs United Methodist Church, One share Shermansdale Youngs United Methodist Cemetery. One share Griers Point United Methodist Church, One share Griers Point United Methodist Cemetery, One share Carlisle Grace United Methodist Church, One share Shermansdale Presbyterian Cemetery, Two shares Shermansdale Reibers Pisgah Cemetery, Two shares III In addition to the usual powers provided by law, the trustee shall have the power to: A. Retain any property, real or personal, including securities, which form a part of my estate; B. Inves t according to the trus tee's bes t discretion, including trustee's own corporate stock, but without restriction to investments authorized for fiducinries in Pennsylvania; C. Hold investments in the name of the trustee or its nominee; -- - -"- " . - ""."'.' .; , ".~ '~,,' .. .----~-......_.._- --... 2-1 -flit - 2-1.7- -r Inventory 01 .h. r.ol and porlOnal u,a,. 01 Sherwood V. Gibson doc.aud. INTANGIBLE PERSONAL PROPERTY 1. 185 shs. Allstate Corp., Common: NYSE @ 43.125 7,978 13 64,198 75 495 88 14,843 75 34,125 00 412 50 2,218 75 10,000 00 25 00 2,910 19 4,177 88 578 13 60,875 00 700 00 597 14 50,375 00 400 00 18,046 88 37 50 6,771 88 44 00 279,811 36 2. 644 shs. American Home Producto Corp., Common: NYSE @ 99.6875 3, Dividend on Item No.2 of $.77 per oh~re payable 3/1/96 to holders of record 2/13/96 4. 500 shoo Apple Computer Inc., Common: OTC @ 29.6875 5. 300 shs. Atlantic Richfield Co., Common: NYSE @ 113.75 6, Dividend on Item No.5 of $1,375 per share paynble 3/15/96 to holders of record 2/16/96 7. 500 shs. Carlisle Plastics Class A Common: OTC @ 4.4375 8. 2,000 shs, Cash Americn International Ine" Common; NYSE @ 5.00 9. Dividend on Item No.8 of $.0125 payable 2/23/96 to helders of record 2/9/9~ 10. 561 shs, Chock Full 0 Nuts Corp., Common: OTC @ 5.1875 11. 78 shs. Dean Witter Discover & Co., Common; OTC @ 53.5625 12, 500 shs. 50-Off Stores Inc., Common: OTC @ 1,15625 13. 2,000 shs. Ford Motor Co., Common: NYSE @ 30.~375 14. Dividend on Item No. 13 of $,35 per share payable 3/1/96 to holders of record 1/31/96 15. 30.8674 shs. Freeport-McCoran Resources Partners Ltd. Partnership; N.L. @ 19.3453 16. 1,000 shs. General Motors Corp., Common: NYSE @ 50.375 17. Dividend on ItCl~ No, 16 of $.40 per share payable 3/9/96 to holders of record 2/15/96 18. 150 shs. International Business Machines Corp., Common: NYSE @ 120.3125 19. Dividend on Item No. 18 of $.25 per share payable 3/9/96 to holders of record 2/9/96 20. 550 shs. Jackpot Enterprises Inc., Common; NYSE @ 12.3125 21. Dividend on Item No. 20 of $.08 per ~hale payable 2/23/96 to holders of record 2:9/96 Total .~, .~ . . Estate of Sherwood V. Gibson Inventory Page 2 22. 400 aha. K-Mart Corp., Common; NYSE @ 7.00 2,800.00 23, 30 wta. Koger Equity Inc. Common; N.L. @ 4.625 138.75 24, 500 ahs. Masland Corp., Common; OTC @ 14.875 7,437.50 25. 500 ahs. Nevada Power Co., Common; NYSE @ 21.5625 10,781.25 26. 200 aha. New Valley Corp., Common; OTC @ 32.00 6,400.00 27. 301 ahs. Occidents! Petroleum Corp., Common; NYSE@24.00 7,224.00 28. 500 aha. Oshkosh B'Oosh Inc., Class A Common; OTC @ 14.125 7,062.50 29. Dividend on Item No. 28 ofS.07 per share payable 3/1/96 to holders of record 2/16/96 35.00 30. 500 shs. Peco Energy Co., Common; NYSE @ 30.00 15,000,00 31. 900 shs. PP&L Resources Inc., Common; NYSE @25.125 22,612.50 32. 300 shs. Public Service Co. of New Mexico, Common; NYSE@ 18.00 5,400.00 33. 200 shs. Sears Roebuck & Co., Common; NYSE@43.3125 8,662.50 34, 600 shs. Westinghouse Electric Corp, Common; NYSE@ 19.375 11,625.00 35. Dividend on Item No. 34 ofS.05 per share payable 3/1/96 to holders of record 2/12/96 30.00 36. Checking Account No. 192-402-5859 with Mellon Bank 3,053.35 37. Interest accrued to date of death on Item No. 1 2.86 38. Account No. 340-35637-1-5 with Waterhouse Securilies Inc. 21,732.76 39. Refund of 1995 Federal IndividuS!lncome Tax 3,661.00 Tots! from conlinuing page 5279,811.36 Grand Tots! 5413,470.33 J5'~ 9()-;.;( CDMMDNWEALTH DF PENNSVLVANIA DEPARTMENT DF REVENUE lUKE AU OF INOIVIDUAL TAMES tHAITANC[ tali DIVISION MPT. Zl0601 HAJlAIIIURO, PA t7U'.UOl NDTICE DF INNERITANCE TAM APPRAISEHENT, ALLOWANCE OK DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAM MELLDN BANK NA c/o ROBERT CHASE PO BOX 7899 RM 193 OZ PHILA PA 19101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN c.- OZ-03-97 GIBSON OZ-ZI-96 Zl 96-0ZZZ CUMBERLAND 101 A.ount R...Ht.d *' I('.I"'U.U 111.1" SHERWODD v MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTIDN FOR YOUR RECORDS ~ ifiv:is4"j-EX-Aiiij-nZ:96riioYicEuOFuitiHEiiiiANCE-YAX-iipPRiiisEHEiii'-;-ALi:oiiANC'E"'iiR'u--",u_--u_u DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GIBSON SHERWOOD V FILE NO. Zl 96-0ZZZ ACN 101 DATE OZ-03-97 If an assessment wes issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spou..l rat. US) 16. A.aunt of line 14 t.~.bl. at Lin..l/Cla.. A rat. (16) 17. Aoaunt of Llno 14 to.ob1o ot Co1lotorol/Cloaa 8 roto 1171 18. Principal Tax Dua TAX CREDITS: PAYHENT DATE TAM RETURN WAS. I X I ACCEPTED AS FILED RESERVATION CDNCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN 1. Rool Eatoto ISchodulo Al III 2. stock I and Bondi (Schedul. 8) (2) S. Cloa.ly Hald stock/Partnership Int.raat (Schedule C) (3) 4. Hartgaga./Hat.. Receivable (Schedule DJ 141 S. Ca&h/Bank DIPosits'Hisc. Pa'lonal Property (Schedule EJ 151 6. Jolnt1~ Ownod Proport~ ISchodulo Fl 161 7. Tranlfar. (Schedula G) (7) a. Total A..ats APPRDVED DEDUCTIDNS AND EXEMPTIONS: 9. funeral Expenses/Ada. Costs/Hi.c. Expen..s (Schedule H) (9) 10. Dobta/Hortgogo Llobl11tloa/Llona ISchodulo I) 1101 11. Total Deductions 12. Hat Value of Tax Return 15. Charltable/Covern.ental aequests (Schedule J) 14. Not Voluo of Eatoto SubJoct to To. NDTE: RECEIPT HUHIER DISCOUNT (.) INTEREST I-I I I CHANGED .00 385,OZO.36 .00 .00 Z8,449.97 .00 .00 (II 4Z. 741. 50 463.Z3 (111 1121 1131 114) 86,334.83 M .00. .00 M .06. .00 M .15. lie I AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE HOTE: To insure proper credit to your account, sub.it the upper portion of this fora with your tax pay"ent. 413,470.33 "'3.'"4 73 370.Z65.60 Z83 .930.77 86.334.83 .00 .00 .00 .00 .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATIDN OF ADDITIDNAL INTEREST. IF TDTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY IE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,) 00 -0 ::0 Cffj :Ocu 3 ',: -.J 't'O ( C .' " , --r, '.1 I}l ,I' I " \..oJ REURVATlOHI E.t.t.. .f d.c.dont. dyl.. on ., ....,. D.c....' IZ, \..Z -- II ony futu" lnt.,..t In tbo ....t. I~on".,;;dc.: In po.....lon or ."Jo~."t to Chu . (coll.t.rlll b.".flcllrl.. of the dludent IUllr t~ ..plraUdftJD, any iit!~. 11f. or far y..r., the C~nw..lth hereby IMpr...ly t...tv" thl right to apprai.. end ...... tr.,,~ Inh.rlt~ .t thl lawful tl... I leatht"..) nt. on II1Y Juch future Int.rut. -)>....+ (XI PUR1'OSE Of NOTtCEI To fulfill thl requlr...ntt of Stetlon 2140 of thl lnhtrltdncl and Eltat, ,.. act, Act ZZ of 1,'1. 72 P.S. sectlon UU. PAyttENTI Detach the top portion of thl, Hotlcl and lub,lt with your ply..nt to the Rlglltlr 0' will, printed on thl tlver.. ,Ida. .~"ak. cheek or .aney order payable tal REGISTER OF MILLS, AGENT All p.~t. r.calved ,h.11 first bt ,ppll,d to lI1y Int.r..t which ..y bt dUI with any t...lndt' applied to the ta.. REfUND (CA)1 A rafund of . t.. crldlt, which w.s not r.qu..t.d on the T.. R.turn, .ay b. r.qu..t.d by co.pl.tlng In "Application for R.fund of p.nn.ylvanla Inh.rltanc. end E.tat. Ta." (REy-t]I]). Application. .r. avall.bl. at the Offlc. 0' the R.gI.t.r 0' wltls, any 0' the Z] R.v.nul DI.trlct O"lc.., or by calling thl ,plclal Z4-hoUr en.~rlng ,.rvlc. nuIb.r. 'or 'or.. ord.rlng: In Pann.ylveni. 1-100-]6Z-Z050, outside Penn'rlvani. end within loc.l H.rrl.burg .ra. (717) 717-1094, TOOl (717) 77Z-Z25Z CH.arlng I.palr.d Only). 0lJECTIOKS1 Any p.rty In int.r..t not ,atl.,I.d with the .ppr.i....nt, allowanc. or dl.allowanc. 0' d.ductlon" or .......ant of t.x (Including dl.count or Intar..t) ., .hown on this Hotlca au.t obJ.ct within .Ixty (60) d.y. of r.c.lpt of thls Hotlca by1 --wrltt.n prot..t to the PA D.part..nt 0' R.vanu., Board 0' App.al.. a.pt. zalOZl. Harrl'bUrg, Pi 171Za-l021. OR --.I.ctlon to h,vI thl ..tt.r d.t.r.ln.d at audit 0' thl account 0' thl plr.onal rapr...ntatlvl, OR --app.al to thl Orphan." Court. ADMIN ISTAiTlYE CORRECTIONS: Factual arror. dl.covarld on thl. .......ent .hould b. addr....d In writing to: Pi a.p.rt.ant 0' Alvenul, Bur'.J 0' Indlvldu.l Tax.., ATTH: po.t A..II..ant R.vllw unit, D.pt. 2a0601, Harrllburg, PA 171ZI-0601 Phone (717) 717-6505. S.. pag. 5 0' the boOkI.t "Inltructionl for Inherltanc. Ta. R.turn 'or. A.tldlnt g.cadent" (REY-15ol) 'or an ..planatlon 0' adalnlltr.tlvlly corrlctabl. .rror.. DISCCUrCTI l' any t.x due I. paid within thr.. (]) c.l.ndar lanth. aft.r th. dac.d.nt". d.ath. . 'Iv. p.rc.nt (5%) dl.count 0' thl t.. Plid i. .Uowed. PENALTYI ThI ISX t.x .-ne.ty non-partlclp.tlon p.n.ltr I. co.put.d on the tot.l of the t.. and Int.r..t .......d, end not paid b,'or' Janu.ry la, 1996, the 'Ir.t day .ft.r th. .nd 0' th. t.x .-n..ty p.riod. Thi. non-partlclp.tlon pen.lty I. app.alabl. In th. .... .ann.r and In th. the .a.. tl.. p.rlod .. you would .pp..1 the ta. and Int.r..t th.t h.. baan ......ed .. Indlclt.d on this notlcl. INTEREST I 1nt.r..t I. ch.rgld b.glnnlng with flr.t day of d.llnqu.ncr. or nln. C91 .onth. and on. Cl) day 'rol the data 0' de.th, to the data 0' p.yaant. Tax" which bIC'" dlllnqu.nt b.forl Janu.ry 1, 19a2 b..r Intlr..t et thl reta of .1. (6X) p.rcant p.r annua c.lcul.t.d .t . d.lly rltl 0' .000164. All t.... which b,c"1 dlllnquent on and ,ft.r January 1, 198Z will b..r Int.r..t at . r.t. which will vary 'roe cal.ndar y.ar to cal.ndar y..r with that r.t. announcad by thl PA D.part..nt of Alv.nua. The appllcabll Int.r..t rat.. 'Dr 198Z through 1997 .r11 '!!!! Intarllt Aata a.lIy Intarllt F.ctor !!!! Intar..t Rat. O.lly Intlr..t F.ctor 1911 lOX .000548 1987 'X .000247 198] lOX .0004S8 1981-1991 11:C .00U01 1914 I\X .000]01 1992 'X .000ZU 1985 ax .000156 1991-1994 7X .00019Z 1916 lOX .00OZ14 1995-1997 'X ,000247 --Internt I. c.lculat.d .. 'ollowlS INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notln luuad efter the tax b.CQfM' d.lInquent will rafl.ct ..., lnter..t nlculaUon to flltaan US) dlY' beYond the data 0' thl .......ant. If p.yalnt I. ..d. .ft.r the Int.r..t co~ut.tlon date .hown on thl Notlc., addltlon.l Intare.. ~Jlt be calculatad. - -.-_...."'".,,...~,.,'.....',.~~...,>., ..,........~ .',"<.', . r 'or r.... ,. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA, ORPHAN'S COURT DIVISION NO. 1996-00222 FIRST AND FINAL ACCOUNT OF MELLON BANK, N.A. (FORMERLY KNOWN AS COMMONWEALTH NATIONAL BANK) EXECUTOR FOR THE ESTATE OF SHERWOOD V. GIBSON, DECEASED (#300-6BN) Date of Death: Date of Executor's Appointment: First Complete Advertisement of Grant of Letters: File Number: Accounting for the Period: February 21, 1996 March 14, 1996 April 15, 1996 1996-00222 March 13, 1996 to July 2, 1997 purpose of Account: Mellon Bank, offers this account to acquaint transactions that have occurred N.A., Executor interested parties with the during the administration: It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: stephen C. Minana Mellon Bank, N.A. P.O. BoX 1010 HarriSburg, Pa. 17108 717-780-3018 PRINCIPAL GAINS and LOSSES ON SALES/OTHER DISPOSITIONS 04/10/96 644 04/10/96 2000 04/10/96 185 04/10/96 500 04/10/96 500 04/10/96 300 04/10/96 78 04/10/96 2000 04/10/96 1000 04/10/96 561 300-6BN PLS Qlilll ~ American Home Products Corp. com, Net Proceeds 71,449.41 Acquisition Value 64.198.75 7250.66 Cash American International Inc. com. Net Proceeds 10,899.63 Acquisition Value 10.000,00 899,63 Allstate Corp, com, Acquisition Value Net Proceeds Apple Computer Inc. Acquisition Value Net Proceeds Carlisle Plastics Cl. Acquisition Value Net Proceeds Atlantic Richfield Net Proceeds Acquisition Value Dean Witter Discover & Net Proceeds Acquisition Value Ford Motor Company Net Proceeds Acquisition Value General Motors Corp. ',Net Proceeds ~cquisition Value , Chock Full 0 Nuts Acquisition Value Net Proceeds 7,978.13 7.806,73 171.40 com. 14,843.75 12.062.50 2781.25 A com. 2,218.75 1. 974 . 93 243.82 Co. com. 36,471.28 34.125.00 2346,28 Co. com. 4,539,44 4,177.88 361,56 '. com. 70,647.64 60,875.00 9772.64 com. 55,448,15 50,375.00 5073.15 Corp. com. 2,910.19 2,636.61 273.58 4 04/10/96 04/10/96 04/:0/96 04/10/96 04/10/96 04/10/96 04/10/96 04/10/96 04/10/96 04/10/96 04/10/96 150 550 400 30 500 500 200 301 500 500 500 300-6BN PLS International Business Mach, Corp, com. Acquisition Value Net proceeds Jackpot Enterprises Acquisition Value Net Proceeds K Mart Corp, com. Net Proceeds Acquisition Value Koger Equity Inc. com. Acquisition Value Net proceeds Masland Corp, com. Net proceeds Acquisition Value Nevada power Co. com. Acquisition Value Net Proceeds New Valley Corp. com. Acquisition Value Net Proceeds Occidental Petroleum Net Proceeds Acquisition Value 18,046.88 17.766.90 279,98 Inc, com, 6,771,88 6.091.04 680.84 3,579.88 2,800.00 779,88 138.75 125.99 12.76 9,312,50 7,437.50 1875.00 10,781.25 10.724.64 56.61 6,400.00 54.99 6345.01 Corp. com, 7,885.93 7.224.00 661. 93 50-Off Stores, Inc. com. Net proceeds 718,75 Acquisition Value 578.13 ,Oshkosh B' Gosh Inc. 'Net proceeds 'Acquisition Value PECO Energy Co. com. Acquisition Value Net Proceeds 140.62 Cl. A com. 7,500,00 7.062.50 437.50 15,000.00 13.099.56 1900,44 5 04/10/96 900 PP&L Resources Inc, Acquisition Value Net Proceeds 04/10/96 Public Service Co. of Net Proceeds Acquisition Value 300 04/10/96 200 Sears Roebuck & Co. Net Proceeds Acquisition Value 04/10/96 Westinghouse Electric Net Proceeds Acquisition Value 600 05/13/96 com, 22,612,50 21,666.77 945.73 New Mexico 5,497.31 5.400.00 com. 97.31 com, 9,689,67 8.662.50 1027,17 Corp. com, 11,669.61 11. 625.00 44,61 30.867 Freeport-McCoran Resources Partners Ltd. Partnership Net Proceeds 597.14 Acquisition Value 597.14 06/25/96 Waterhouse Securities Acct. #340-35637-1-5 Net Proceeds Acquisition Value Total Gains and Losses Less Loss Net Gain 300-6BN PLS Inc. 21,732.76 21. 732.76 30767.94 13691. 42 17076,52 13691.42 =========== " , ";>' 6 '. . PRINCIPAL DISBURSEMENTS Debts of Decedent Carlisle Hospital, medical services 03/15/96 07/17/96 7,40 260.80 268.20 Belvedere Medical Corp., medical expenyes 03/22/96 70.42 04/30/96 Carlisle Community Ambulance Service, medical services 63.89 402.51 Funeral Exoenses 04/24/96 Ewing Brothers Funeral Home 8,414.00 Administration Exoenses William S. Daniels, petition for probate, short certificates, etc. 03/22/96 447.00 William S, Daniels, Esq., legal services 05/16/96 142.50 Register of Wills, fee for filing Inheritance tax 11/13/96 25.00 6.00 02/04/97 04/02/97 Register of Wills, legal costs Register'of Wills of Cumberland County, short certificates 6.00 626.50 Federal and State Taxes Internal Revenue Service fiduciary income tax 05/15/97 4,781.00 300-6BN PLS 7 INCOME DISBURSEMENTS General Disbursements Internal Revenue service fiduciary income tax 08/08/96 (refund) OS/J.S/97 3S.17- 1.632.00 l,S96.83 Commonwealth of Pa. fiduciary income tax 08/21/96 (refund) OS/lS/97 17.76- 223.00 20S.24 J.,802.07 Fees and Commissions Mellon Bank N. A. , 04/04/96 OS/06/96 07/03/96 08/06/96 10/04/96 12/03/96 01/06/97 02/03/97 03/03/97 04/03/97 OS/OS/97 compensation 1.6S 79.60 81.34 168,86 17S.01 88.7S 86.41 89.SS 88.S2 168.13 86.70 l,J.14.S2 Total Income Disbursements 2,916,S9 ============ 300-6BN PLS 12 INCOME BALANCE ON HAND VALUE AS OF 07/02/97 ACQUISITION VALUE Cash: 12,130.91 12,130.91 TOTAL ------------- ------------ 12,130.91 12,130.91 ==a=aaaa=aaa. aaa.aaaa.... Note: The above cash is currently invested in Short Term Obligations 300-6BN PLS 14 In....''''.., 0; the rool ond o...onol U'OI.O; Sherwood V. Gibson doceoud. INTANGIBLE PERSONAL PROPERTY I, 155 sl;s. Allstate Corp.. Common: NYSE @ 43,125 2. 644 Ghs. American Home ProduccG Corp., Common: !IYSE @ 99.6875 3. Divicenc on Item No.2 of 5.;7 per share payable 3/1/96 to holders of record 2/13/96 4. 500 shG. Apple Compucer Inc.. Common: OTC @ 29.6875 5. 300 shs. Atlancic Richfield Co., Common: NYSE @ 113.75 6. Divicend on Item No.5 of 51.375 per share paycble 3/15/96 to r-olcers of record 2/16/96 7. 500 shs. Carlisle Plast1cs Class A Common: OTC @ 4.4375 6. 2,000 sha. Cash Americ~ International Inc,. Common: NYSE @ 5.00 9. Dividend on Item No.8 of 5.0125 payable 2/23/96 to hclders of rccorc 2/9/9~ 10, 561 ahs. Chock Full 0 Nuts Corp., Common: OTC @ 5.1875 11, 78 shs. Dean Witter Discover & Co., Common: OTC @ 53.5625 12. 5CO ahs. 50-Off Stores Inc., Common: OTC @ 1.15625 13. 2,000 shs. Ford Motor Co" Common: NYSE @ 30.4375 14. Dividend on Item'No. 13 of $.35 per share payable 3/1/96 to holders of record 1/31/96 ' 15. 30.8674 shs. Freeport-McCorar. Resources PartnerG Ltd. Partnership: N.L. @ 19,3453 16. 1,000 shs. General Motors Corp., Common: NYSE @ 50.375 17. Divicend on Item No. 16 of 5.40 per share payable 3/9/96 to holcers of record 2/15/96 18. 150 shs. International BuainesG Machines Corp., Common: NYSE @ 120.3125 19. Dividenc on Item No, 18 of $.25 per share payable 3/9/96 to holders of record 2/9/96 20. 550 shs. Jackpot Enterprises Inc.. Common: NYSE @ 12,3125 21. Dividend on Item No. 20 of 5.06 per :hare payable 2/23/96 to holders of record 2.'9/96 Total 7,978 13 64,198 75 495 88 14,843 75 34,125 00 412 50 2,218 75 10,000 00 25 00 2,910 19 4,177' 88 578 13 60,875 00 700 00 597 14 50,375 00 400 00 18,046 88 J7 50 6,771 88 44 00 279,811 36 , Estate of Sherwood V. Gibson Inventory . . Page 2 22. 400 shs. K-Mart Corp., Common; NYSE @ 7.00 2,800.00 23. 30 wts. Koger Equity Inc. Common; N.L. @ 4.625 138.75 24. 500 shs. Mssland Corp., Common; OTC @ 14.875 7.437.50 25, 500 shs. Nevada Power Co., Common; NYSE@ 21.5625 10,781.25 26. 200 shs. New Valley Corp., Common; OTC @ 32.00 6,400.00 27. 301 shs. Occidental Pelroleum Corp., Common; NYSE @ 24.00 7,224.00 28. 500 shs. Oshkosh B'Gosh Inc., Class A Common; OTC @ 14.125 7,062.50 29. Dividend on Item No. 28 of $.07 per share payable 3/1/96 to holders ofrecord 2116/96 35.00 30. 500 shs. Peco Energy Co., Common; NYSE @ 30.00 15,000.00 31. 900 shs. PP&L Resources Inc., Common; NYSE @ 25.125 22,612.50 32. 300 shs. Public Service Co. of New Mexico, Common; NYSE@ 18.00 5,400.00 33. 200 shs. Sears Roebuck & Co., Common; NYSE @ 43.3125 8,662.50 34. 600 shs. Westinghouse Electric Corp, Common; NYSE @ 19.375 11,625.00 35. Dividend on Hem No. 34 of $.05 per share payable 3/1/96 to holders of record 21'i2l96 30.00 36. Checking Accou!1t No. 192-402-5859 with Mellon Bank 3,053.35 37. Interest aCCll1ed to date of dealh on Hem No.1 2.86 38. Account No. 340-35637-1-5 with Waterhouse Securities Inc. 21,732.76 39. Refund of 1995 Federal Individual Income Tax 3,661.00 Total from continuing page $279,811.36 Grand Total $413,470.33 INCOME Balance for DI.trlbutlon $12,130.91 Banenclery Share Amount Plsgah United Methodist Church one- 1,010.91 twelfth Plsgah United Methodist Cemetery one- 1,010.91 twelfth Shennansdale United Methodist Church one. 1,010.91 twelfth Shennsnsdsle Youngs United Methodist Church one. 1,010.91 twelfth Shennansdale Youngs United Methodist Cemetery one- 1,010.91 twelfth Bethel (successor to Grlers Point) United one- 1,010.91 Methodist Church twelfth Grlers Point Unlled Methodist Cemetery one- 1,010.91 twelfth Carlisle Grace Unlled Methodist Church one- 1,010.91 twelfth Shennansdale prasbyterlan Cemetery one-sixth 2,021.81 Shennansdsle Relbers Plsgah Cemetery one-sixth 2,021.82 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Sherwood V. Gibson Date of Death: February 21, 1996 Will No. 21-96-222 Admin. No.: 1996-00222 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. representative's account is: The separate Orphans' Court No. (if any) for the personal None c. to the parties in interest? Did the personal representative state an account informally Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' C rt and may be attached to this report. Date December 18, 1997 Stephen C. Minana, Assistant Vice President Name (Please type or print) Mellon Bank, N.A. P. O. Box 1010 Harrisburg, PA 17108-1010 Address \ ~: t'';: ,-: _\,.1 (717) 780-3018 Tel. No. Capacity: ~ Personal Representative _ Counsel for Personal Representative