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HomeMy WebLinkAbout96-00263 IoU 1 f-t ~ o CI) .... a .... tit ~.. . o Z Till'" Itlllll'''' IlL!1 IlH IH!"I!!I.I;\"I, 111"d Hq,'I,".11 '1111,'111'111 d . ( iF iI:. d. ~ L' " :1' ., 'i';I' " , 1'1' " " :1. ,1\ Ill, I " .lll lilt " " I ! ~ I , .. h. I 1111; , I , I , 1'1 'I" 1:1 1.111. WARNING: Ills IIlcgnllo duplicnte Illis copy by plloloslnl or pllotogrnpll. :0\0 .,""'''-'''' ".<~\1\1~fp;/,. .-' ,.,:~" "-1;/". /~., .... ',~.\, i!=>...~.It";.i' 1\(;:), .., ,.;J':I t'-' '" ,- I, .'.. ..-C:, .,...~ I' a,'..'l . " .'1 \:<:;,. ..-. ~I . '~~}~):~'f,l~ /J /'}-2,,,:'''',;-''- u,11/>u /.>.. ....': i ,'I .';.(2 r: :..-1.~.(_ I,,, ,d H~I:I,".11 (;1 I'll' I'l! 1I11" 'llltll ,lI( ~ 10: I M,~t 'i lq:4;; 3400235 (),Ill' COMUONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH HAW[CIIDlC[(l(rUII.,.IJd...la,fl .., F IW['d'Nut<lA SOCIolI ~(CUIIl''fNU...Otfl . c?O<j-..3t.. -f?07 O.lft Of lit llll.....~.' ''''' ......, . '/,\(.10'1.Q I qq(:, ., lO[n_IEk''lU,fll Xr-~NC: E. 1I1l011N-! i7,,, UP10UtI 'lAlI -~ i 0..' ! IlhOI ~1!O"'Y . """'. i U..u.. , 0AIt:Of' BiflTH I""'.' (I", ""..., BiflTHPI....Ctf(..ard :;UO"~I....".C"'J"',. I/LTo<.tllI f'll I'\N:lOfOl.lfH!I.-................. .........,...."'.....""........1 COUHT'fCIIOUJlI MeN I!,; /9& . CII, 112'10 Tv.pOf'OENH IIoClllI'''''Ull''rUO'...,.......... go..........,.....(..1 ""s..".... __0 If\~...{] ~=~.,n DlClotM' !;USUAl. QCCUf'IlIlOH ~..;~~::l."'~.....<U~J.....lj~ I DiNrl1L 1I~r,1 ~rllNT , ~"IIri;'I!Y OltlOlN1.llWllhG.tDUIItSsr......u,.I:Non~'.'(."'..1 l)[CUlltM"S 7 "I lC'UAl 00 W!JLNi/; Ill\rrOm A,ufiD 1\l$UloICl "II" ~ ,~"-.ro. l,,; "",../'~l..:; 1 ........., I' ,'" 01.: ltUHtR-'H.UIl"."I.hI"'I..1 , El,lJ.it!. ~CK/iIl-l.'fJr lHfONUHl"""UEl1.1el'l.(1 . /"LlTH' ^'r.lIlJMfI1€L' ,S'tnl TH .....1 ClIIlISI"05IllOH O ......1<1 ~__L1 _.,...._11 0 'I Irt9' ~_ 0I....1~...f.' MAlLH , "7 " I IU, 5IGHAIUN 01 !Ukltw. 6lflVJC.lllClNSlI CIA Pl'IWl! "'CTING ASSUOl ."lftOOf""SlloUS/lfiOlIS1AY w-~otClDl"Tl\(lRIN us ,f.tU,I(Of(JOCU1 y..[} ho~ .. UlIllfAlSl.lfuS.....".., ,.."..t.40...,.....-.d o._tlOd(,oIJOIO",I' ule ,.. Ilk...,,'-rc'" S1JAYlVINGloPOUt.l ,~a '" \1"..'.....100.'.......' CUItJi'lEli'uwn Cl/II/../-J~E FOREST PIlt!K /llI/l.rll eEl/lEI!.. .. , l"bA...~II. DO ...... .... .... eo.. .r:"D1.8~ -' HI [J "" ,*~....a", I,.M :::'=':::ot eAt!.J../ ~. '- ~_u i"A '~ t:.~ ,-I /99~ ... (!tJ ~Vf 1/ S[g '- .....sc,.~ fI['llllllO IOU(OOC...ll....UIOi(IU..OAoutfl) ~.D ,Q9(' 11.;0[1 0""1 Of IHJUfIY .......U.'_I " 14\00'-' 1........t>oI- .onMl....,.,.,lIl , 1 a7J".-t . iJjf- , I ! L 'IW(orl.UlIfIY ....."'11' OII>o<t"7"lo(..rt~"""UI""Clo.CnQlGlM""W I'd "-""01 "'.... ........,P"ll ~.._ ""..... r...flll -#q;11Lle WJti, (~.t IJ'loJd._ .. lM~1;}f...!"~1.~tt,,fa~t'J- .___l'l2.!o-ua_ _ 11(" Ie tlU[TOt....US...CU.5HII [0'1 OUEIOI!Jl.u"'Ct'i~UlJtliCt(Jl'1 d. _> ...IN,...UIOl'S''IHOIHQ.S -.o,.YII.I.PlOAtD C()t,IPUt,OuOF CAUSE OFOl.QH1 J!''UlJll< U...MOilflOF[l[.tl'II./ N....... IV IIUl/flY.tl'WOf'"' Dt5CAoIII t1lJoll10ltul"UCCUf\fI(O .....r ~.D ...0 ..~ [) rJ P~IoIft"~I"'" c....urOll&.eIJlel..-.d [) o [} ~"'(OfW'CJUR"AI"""r.....~""o't~. U ~_l"iI_',1 ... ,..0 Horg'" ,_.. ....- "-- 1li.fl.1LJ '" '''''.~l( 'tDllluorCEn Iid",_ fJ.ll!Ltl ' 'le..10 -- - ,"U.lh l,Ib(A rf1 .lfl "'tli .~,~ ,.... "...1 [) 1~!Y.il~I.L~!lL!::-- "Li/J;lld. ) 1f/1iG> "'."'l, "'''O''[)(IIIl~\CII.'1I1~''')'O[PU'lltJ.OC'r'M. ()l tll".lfH '"...."'~I~{...,......lfI".Id.G. ~'l.r;rlf'y Iltl) o I ) ,J ui;;t,wi l.luV".. I- ~ " l'ud, " 10 1- vi (}.tIlf.I[J,~',.".l..._, ate ... tl"1.,IUIIO-....#1...'1 .tl,nll"IHCl'"YiICI.N\l'hI--...',.Il...o~"'-'''''''''''.''I"",,,,,~,,,,,,,,,,,,~,,'''''''''''''''.1<,,~'.~lll '...."'"'.,..rMe........,...U\....e--...........c~.I...._.....I... ....",.,..,.,....... .". ..,. ........,... .. 'f'ROIiIO'~ llfO(UUIf'f!ttIQ.H'IlQAHII"'I......'to"" ...~...~..,,_. ...I'..'.,..'IllUt.......J......! '.N-.t"'..'\_..........Ih.u--.."..._ ....,....pIeFr.................-.(.,...._...IeI.. ,"'.".'" .., 'M[OI(AllUMINUl'COROHIA 00'I1Ni 1NI.1l of ..III\IfI.llon 1IldI0I "'.IIIIteUOl\,1n "" oplnlOII, IIMII'I lICe""" .IIN lime. d.I., end pIe(.,1ftd ....1..... e...1I(111Il4 a..~"IIII"'..",..,...,...,.....,.,."....,...,.......:..,".".......,...,.,..........,.",..,....,.."..... fltOlS ,flAIl , loIl.>I..tI UIIl NtU ""''''lIlfl " ~yt LAST WILl. AllU 1'I'5'1'AJoIhNT 01' lIlliNI' 1;. 1!I\0lolil 1. 1RENL E. BROWN. being of Bound and disposing mind, memory and understanding, do make, l'ubl1lih and declare this to be my Last Will and Tes tament, hereby revoking and makinr. null and void any and all former Wills by me at any time heretofore made. FlR!lT: I direct my Executor, hereinafter named, to pay all my legal debts and funeral expenses as soon after my decease as conveniently may be done. SLCONU: All the residue snd remainder of my Estate, of whatso- ever nature and wheresoever situate, including that over which 1 have a Power of Appointment, I give, devise and bequeath in equal shares to the COLONIAL PARK UNITED CHURCH OF CHRIST and the HOJolE ~'OR THE FRIENDLESS (HOMELAND). TIllRO: I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or the transfer of any property passing hereunder or otherwise passing by reason of my death, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate under the provisions of any state or federal law now in force and effect or hereafter enacted shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. FOURTH: JoIy Executor is hereby authorized and empowered to sell securities or other property. real or personal or both, and my Executor is " further authorized to borrow money for any purpose necessary in connection with the payment of taxes or other matters incidental to the settlement of my Estate, either secured or unsecured, at suc h rate of interest as may be necessary and to pledge the assets of my Es tate as security therefor. Ny Executor shall have the power to make distribution in kind or partly in kind and partly in cash, to retain all or any part of my property, real or personal, constituting my Estate for such time as it deems best or to invest or reinvest the same without being restricted to "legal" investments. I further authorize and empower my Executor to borrow money from such persons as it may desire, including the power to borrow from itself as an individual or as a fiduciary under any Trust Agreement and to execute and renew promissory notes and to pledge the assets of my estate as security therefor. FIFTH: I nominate, constitute and appoint l~E CO~WONWEALTH NATIONAL BANK of Harrisburg, Pennsylvania, as Executor under this my Last Will and Testa- ment. No bond shall be required in this or any other jurisdiction. IN WI1'NESS IffiEREOF, I, IRENE E. BROWN, the Testatrix, to this my Last Will and Testament, typewritten on two (2) sheets of paper have hereunto set my hand and seal this ,;' - ~ day of ,j , 1977. (.' ) , -\, . C i ") '-t .'",-\'-\..' J...:...J .,~-\ \. ...:.L-\........ I RENE E. BROI-IN (SEAL) Signed, sealed, published and declared by the said IRENE E. BROWN as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto set our hands as attesting witnesses. v' 'I. './. i-t- , -Lktf .. ''/ , I~ at \. ./. (.' \.l (.1 tU)'" .' /','./-.1. -...' ('. /('{ '.'1 It , " ) )!/ ..'ill.'{,' , , f! ") I: :i.. L }\'J(-"-~~~i i i. ~ t ( ,(IL. ,( at 'J ~ / -2- '~ ~ " ~ H III ~ ~ ~ =: ~ .. g: Z II: .. ..J CJ ~ ~ ~ ~ ~ U = - z ii: .... :J W "fIlmll, o .: ffi d ~ ... Z 0: ~ i"! ~ i = w "' ,. m it fIl 0: .. i x :l S ~ z ~ lQ Q ~ :3 ~ '" o . ~ ~ ~ ..... H III :i . . . . . . . : REGISTER OF WILLS OF OATil or sunSCRIIUNG WIT // ;>OUNTY codicil (cach) a subscribing wilness 1< IC will prescnl' law. dcposc(s) and say(s) Ihal __. Icrcwilh. (cach) being duly qualified according III presenl and saw the lcstal , sign the same an requcsl of Icslat_ io h _ prcscocc and (in t other subscribing will1css(cs) signed as a witness ut the rcscncc of cach olher) (iolhc prescnce of the Sworn 10 or affirmcd , me this day of )9__ IAddrcss) R{'~isIl.Jr (NClme) (Address) REGISTER OF WILLS OF t!I/M~ COUNTY OATH 01: NON-SUnSCRIBING WITNESS ,hPA/ 5a,Af./.. (each) a sobscriber herclo. (cach) being duly qualified according I~aw. depose(s) and say(s) Ihat ~ familiar with Ihe signalure of ..JNl!!F ;;::. &>aPN . . co~ leslat.i!I.X- of (onc of Ihc subscribing wilncsses to) Ihe ~ presenled hercwith and codicil thai tit hcliel'cs thc signalurc on Ihc will is in Ihc handwriting of __ ~~ji". $.NPti/'v _ to thc bcsl of -)/./:; - koowledge allll bClief._ -)/_01_.. /"~ /J /J// Sworn 10 or alTi.-mcd and slib"crobed bcfore i/.L/!!l~ mc Ihis 1 q t:h... ,- day of ~ Sll (NClme) Z)J 1"'.._ ~ MI\RGH. 19 96 -)2#/_ ~ml\tT.~:;wrrro rH- '--!JjMy(1 ~l.uu--::V)~f::dJJjj;.{/t/l )f}.l 1- (Mdre'ss) r MAJrY C. I,EWlS R'RiSler;': (NClme) (Address) Name(s), address(es and telephone number(s) of all counsel Name Address Telephone SPENCER G. NAUMAN, JR.. P 0 BOX 840 HARRISBURG, PA 236-3010 Date 4/1/96 the undersigned. Additional information may be Sig ature Nam SPENCER G. NAUMAN. JR. NAUMAN, SMITH, SHISSLER & HALL POBOX 840 Address HARRISBURG. PA 17108 Telephone (717) 236-3010 Capacity: Personal Representative X Counsel for personal representative RW-35 10/27/92 ] COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l. J 51: Mellon Brmk, N.A., Stephanie Cov.lhcy, 1\:;!'~::~L....n~., Vie'} Prc!ddf'nt b.ing duly fiworn according 10 law, d.po... and .ay. Ihal "ho of Iho Eslalo of Irene HUl1d, Cnrlin]c, PA 17013 Executor E. Brown 1010 of 700 \<Ia Inut BoUom , Cumb.rland Counly, Po., d.c....d and Ihat Iho within i. an inv.nlory m.do by ~lellon Bank, N.I'.. . Ih. .aid I;xecutor of Ih. .nliro 0.1010 of .aid d.cod.nl, consisling of all the p.rsonal prop.rty and r.al 0.101., exc.pl r.al ..hle ouhide tho Commonwoallh of Ponnsyl.ania, and Ihal Ihe liguros oppo.ito oach ilom of Iho Invontory ropre.ent it's f.ir .alue es of the dolo of docodent's doalh. <.'f 19 './ . Il.clloli :;"{, , l Eucutor ZQNlh.r.Yr~")( :.itcpl:.: Lie Cav:lhcy, 'l;:ni!)tc:nl Vice Prcnidcnt ~. jl < \. I~r/-/)'/' '/. , and subscribed bofore mo, ) /~i ,.,/ !. . -.. /,/" ...:/tr{ : /1/ ~ I , PO. Box 1010. 10 S. Srcond Stroet 1I11rrisburg, PA 17108 Add,... Dale of Dealh 2 !-:.:'r:::h Oay Month 1~96 Yu, INSTRUCTIONS I. An inventory mu.t be filed within three months after appoinlm.nl of p.rsonel r.presenlelive. 2. A supplement inv.ntory must be filed within thirty days of di.cov.ry 01 additional ".eh. C' 3. Additional sh..h may be attached es to personally or reelly 4. See Articl. IV, Fiduciaries Act of 1949. f".: u. ~ .,; w .. ?- M ~ << I- .. W ;: .. a.. u .. 0 .. 0 w on ::l '" ... << w .. .. I- :c a.. u. E (J .; 0.. C Z I- -' ~ ~ -' :5 0 0 0.. 0 U. = W 0 <( ... .... ,:. > Z << '" ~ <( Z 0 \, C C . " " on Z U 0 0 << 0 Z w <( ... 0.. r~ ." c (J .. ... - -.: 0, 0 .. .D ..., ... .. E - ..! 0 .. " 0 -' 0 u: .. In.ontory of the real ond penonol OSlO'. of !r('n(~ E. Brown i .i , Tangible Peroonal Property: 1. Personal Property sold at auction Intangible Personal Property: Inter-vivos Trust under ^grcement with Mellon Bank, N.^., Tl'ustee valued at date of dcath 2. PriJ:cipal and Ir.comc Canh 3. Inter ^~crued to date of dcath on Itcm #2 4. 300 shs. ^T&T Corp., Common 5. 120 shs. Bell ^tlnntic Corp., COlTUnon 6. 270 oho. BellSouth Corp., Common 7. 13,424 units Mellon 01' Intermcdiate Bond Fund 8. <,22f. units Mellon OF Compositc Bond I'und 9. 120 shs. NYNEX Corp., Common 10. 120 shs. Pacific ~<elcsin Group, Common 11. 180 nhs. SBC Communicntions Inc., Common 12. Refund from Prepaid Funeral 'frust ^grcemcnt 13. Refund of 1995 Statc Individual Incomc Tax 14. Refund from Dr. Paul \<Iilliamn 'lO-fC{ I docoo ..d, 2,314 70 14,968 39 1I5 79 18,975 00 7,893 75 10,698 75 161,380 ~.8 55,142 73 6,165 00 3,<16 25 9,759 38 2,125 00 167 00 51 65 ~q~143 ~l PRINCIPAL GAINS and LOSSES ON SALES/OTHER DISPOSITIONS GAIN 04/11/96 300 04/11/96 120 04/11/96 270 04/11/96 120 04/11/96 120 04/11/96 180 04/16/96 13424 04/26/96 4224 300-5BN RGJ Total Gains and Losses Less Gain Net Loss A T & T Corp. com. Acquisition Value Net proceeds Bell Atlantic Corp. Acquisition Value Net Proceeds BellSouth Corp. com. Acquisition Value Net proceeds NYNEX Corp. com. Acquisition Value Net Proceeds pacific Telesis Group Acquisition Value Net Proceeds SBC Communications Acquisition Value Net proceeds D.F. Intermediate Acquisition Value Net proceeds D.F. composite Bond Acquisition Value Net proceeds LOSS 18,975.00 18.584.38 390.62 com. 7.893.75 7.643.74 250.01 10,698.75 10.347.40 351. 35 6,165.00 6.068.79 96.21 com. 3,416.25 3.128.89 287.36 Inc. com. 9,759.38 9.485.68 273.70 Bond Fund 161,380.48 156.813.13 4567.35 Fund 55,142.73 54.385.67 757.06 0.00 6973.66 0.00 6973.66 ----------- ----------- 4 04/08/96 04/11/96 04/11/96 04/12/96 04/23/96 04/24/96 06/05/96 10/03/96 05/03/96 . . PRINCIPAL DISBURSEMENTS Debts of Decedent Zeigler's Storage & Transfer, storage 04/04/96 05/06/96 06/03/96 25.00 25.00 25.00 75.00 AT & T, telephone services 03/31/96 22.25 presbyterian Homes Inc., final payment to Forest park Nursing Homes Inc. 566.15 Internal Revenue Service, 1995 Federal Individual Tax 2,138.00 Jack Nace, CPA, tax preparation fee 160.00 Ruth Roadarmel-smith, clothing reimbursement 161.95 Emerald Drug billing dept., final RX-drug payment 126.41 C.V. Nephrology Assoc., Inc., balance due for services 16.27 Moffitt, Pease & Lim Assoc. Inc., professional services rendered 42.19 Holy Spirit Hospital, balance due for services rendered 68.20 3,376.42 Administration Exoenses Spencer G. for Estate 06/03/96 08/08/96 Nauman, reimbursement advertising 132.88 60.00 192.88 Nauman, Smith, Shissler & Hall, 300-5BN RGJ 5 . . reimbursement for filing fees 287.00 06/20/96 Rowe Auctioneers, payment for auctioning of personal property 798.70 1,278.58 Federal and State Taxes 08/08/96 Register of Wills, Inventory & Inheritance Tax filing 25.00 Fees and Commissions .'f I Nauman, Smith, Shissler & Hall, counsel fee 11/15/96 3,437.37 Amount set aside for payments of the following fees at such time as is in the best interest of the Estate: Mellon Bank, N.A., compensation as Executor 13,560.00 Nauman, Smith, Shissler & Hall, counsel fee 6,874.74 less amount paid above 3,437.37 3,437.37 16.997.37 20,434.74 Total Principal Disbursements 25,114.74 ============ 300-5BN RGJ 6 > . " t , . . " ~... '. . ~ .... . " COURT OF COMMON PLEAS OF CUMBERLAND, PA ::T"'nO-QJ- CDO-c:rO:l::J" -:r!!.-.... Q.CD "Ql3!P::r".. "<..~CD...CD "CD::>on-~ iO-::so-:r a......cCDS g,[~Siij ~~Sl ~':r i;} iJ ,iil -......::f~t::>g.l! "..zo"Sg, " i![~~S Igr2.~2. r: S'''ii:r ~, = iG.jj;1 ~ ~ I~Sl:'13= f""\) 8!5 e. CD ~ , :rS~~2. ~ f.?:'.i". ~H 1\.~ iR<"a;> Cf5'cg~.m8 -'h:=ac S ::I -. (tl CD ~ ....C1jQ,~ ORPHANS' COURT DIVISION NO. # 2196-0263 OF ~ g c-. -"CT ,.... co ::l'? . _On -0 c . 0- ..~o Q .~-< ~~i:. . O'G~ C .. ~!.a. ..r. ,,-_ I'''' :r~ , "" ~ o to - ~~CT ooc~ ~ to _ ~o- ::.o~ .:Jo:;l _ '.. caCDg.~ ... g !ll'" -0" "".... ". .. ESTATR OF....:. IRENR E. BROWN, DECEASEQ FIRST & FINAL ACCOUNT MELLON BANK, N. A. EXECUTOR Spencer G. Nauman, Jr. Nauman, Smith, Shissler & Hall 200 N. Third Street P. O. BOl( #840 Harrisburg, P A 17108-0840 (717) 236-3010 ID # 07226 }>OOt>> "tJO-o- ......:J...-:r_::r S::sna..g_m"CD ,,'"iii-o::r....iil <.!1-o......"... g,g,3'"8.iii3~< 1"'~~ol!lia.S fl a:?~< it=oj 'kIf I f i} S f{ ~ : B-3 S'itf~a.! -::;::,~ a i~[lJ~~ fi l! f{i8.::>; .. s ~"8o.g [ :Jifi;l ,t 1l8~15'~e-i ~ .. l!.:roi::l~:!I .~ ~.CD! 8r~::: I :r .8<IQia ~ f{~ca:!5Ql2. '-- " ,,::> _::>:r o CII cn:;.Q._ '"c:!~ :!ISlS3"" n n::>..._ -en CD -'-nmQJCU_ r. !!loiii3S'S!!! ::" -. co ::> .. co ::r3::> <3 b :TCUCU-Q):TCD (\ - !"<~o:l(t:J -----r-- ... m ... - C. :3 ... Counsel \'c' ' . "Jna , . 11~) (C :;[" Z l ::rr L6. .U '-' r-\ : .,')tj INHERITANCE TAX RETURN ~~~~:~~~~~FOf~~~~nr 12/31191 RESIDENT DECEDENT POVERTY CREDIT IS CLAIMEOO CO"MON"'A"'"'' I',NN'OYLVA"A (TO BE FILED IN DUPLICATE FILE NUMBER (JU'AllT~IN".H lllVIMJI ?-1 199G "A"'''51:~;;~~~~':;:'''"''1 WITH REGISTER OF WILLS) COUNTY CODE YEAH DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) DECEDENTS COMPLETE ADDRESS B1UHl1, Irene E '/00 Walnut I30ttun "oad SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle Pa 1'1013 OECEOENT 209-36-8709 03/02/96 03/15/1908 Caullly l'Lunl:pdand w AI'PLlLAtllll 'JLJIIVIV'~!1 :iPUU'.>l':, NAMl (LA:"!. SOCIAL SECURlfY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) FlR5TA"40MI[} lLI.If<fITIAlJ 20. II Uno 19 is qroalcr than Lino 10, enler tho dllloronco on Uno 20. ThiS IS lho OVERPAYMENT. A. Chick haro tf ou are re uestln a rotund of our ove a ent 21. II Uno 10 IS groater Ihan Lino 19, enter tho difference on Uno 21. ThiS m Iho TAX DUE. A. Enlor tho mlorost on tho balanco duo on Lmo 21A. B. Elltor thetol.1 al Lino 21 .nd 21A an Lilla 21B. nll. IOtha BALANCE OUE. Make Check Payable 10: Reglslor 01 Wills. Agenl .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" .. Undor ponalllo:l at pOflury. I declaro 111.111 havo oxammed lIus return. mcludlnq accompilnVlnq schedules and statements, and 10 tho best 01 my knowledge and bellOf, It IS truo, corroel and complele. I declare Ihal all real estate has been reported alllUC markot value. Declarallon at preparer olher Ihan tho pDlsonal reprosentatlvD 19 based on all mlormatlon 01 which prcparor has any knowlcdqo. ATUR( Of PERSON A[r ~~I[1I,.. TuRN ADDRESS OAt[ . i-.n-'l(, . . . r..; (Zf (-, \, H(V-I~()O [".I"~.1 CHECK APPRO- PRIATE BLOCKS CORRES- PONOENT RECAPIT - ULATION TAX COMPUTA- TION PA15001 NTF fltllg / ~'.;- ~ (i ..~ ~ f') .T 02G3 NUMElER 1. 011910.11 Rotum Supplement..l RoltJlIl 3. Rurmundor Roturn (f'H 'JJllttul dulh JH1llf to 12-1]-81) o 4. Linlllcd Estato [B 6. Decodent Dlod Tostato g] 7. Decodant Maintained a living rrust (AlI.c/1 capy 01 Will) (Altach capy 01 Trust) All CORRESPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULD BE OIRECTED TO: o 403. Futuro Inter cst Compron1l5o (lor dalo!} 01 dcath allcr 12.12-02) 05 Foderal Estate Tax Return Rcqulted o 0 Tolal Number of Sale Doposlt Boxes NAME Mellon Bank N.A.. Executor TELEPHONE NUMBER (215)553-0308 1. Real Estala (Schadula A) ( 1 ) 2. Slacks alld BOllds (Schadula Ell ( 2 ) 3. Closaly Hold Slack/Pannorshlp Inlora.tISch. C) ( 3 ) 4. Mortgage. alld Nalas Rocorv.blo (Sclladula D) ( 4 ) 5. Cash, Bank DepOSits & Miscellaneous Personal ( 5 ) Proparty (Schadulo E) 6. Jointly Ownad Proporty (Schadula F) ( 6 ) 7. Translers (Schedula G) (Schadula L) ( 7 ) O. Tolal Gross Assets (totallmes 1-7) 9. Funeral Expenses, Adminlslrallve Costs, (9) Miscellaneous Expenses (Schedulo H) 10. Oabls. Mortgaga Liab.lil.os, Loans (Schadulo I) (10) 11. Tolal DeductIons (Iotallincs 9 & 10) 12. Not Value of Estate (Uno 0 mmus Une 11) 13. Charitable and GovornmonlalBoquesls (Schedule J) COMPLETE MAILING ADDRESS Attn: Robert Chase P.O. Box 7899 RM 193-0224 Philadel hia Pa 19101-7899 None 273,431. 34 None None 19,712.53 None 0.00 (81 293,143.87 22,067.58 3,308.22 (11) (12) (13) 25,375.80 267,768.07 267,768.07 14. Net Value Sub'oct to Tax (lino 12 minus Line 13) 15. Spousal Transters(lor dJles 01 duth allf!r 6.30-941. !if!e (15) InstructIons for ApplIcable Percenl"~e on PJQe 2. (Include Vol lues trom SChedule II. or Schedule M.l 16. Amount 01 Une 14 taxable ilt 6% rato (16) (Include values from Schedule K or Schedule M.) (14) 0.00 )( . :: 0.00)( .06 :: 0.00 17. Amount of line 14 taxablo a115% rale (Include valuoslrom Schedule K or Schedule M.) 10. Principal tax due (Add tilX Irom lines 15, 16 and 17.) 19. Credits SPouS.lIPoverlvCred,1 Prior Payments 0.00 x .15 (17) , 0.00 (18) 0.00 OlSCOU "I Interma + + (19) (20) 0.00 121) (21A) (21BI 0.00 0.00 0.00 ADO~[:J5 OAT[ CoPy"ghl rorms ~nf1"''''.O"ly. 199. NetCo,lnt. Ng4PAO(H co p- r C \.:J N 0- uJ ., .:..! :, ~ ~,... 00 REV-1SI0 EX + (2-07) SCHEDULE G TRANSFERS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT ESTATE OF PLEASE PRINT OR TYPE FILE NUMBER Irene E Brown 21-1996-0263 THIS SCH. MUST BE COMPLETED & FILED IF THE ANSWER TO ANY OF THE DUESTIDNS ON THE REVERSE SlOE OF COVER SHEET IS YES. DESCRIPTION OF PROPERTY OECD. DOLLAR VALUE ITEM Includo nama ollho transforoo, lhair EXCLUSION TOTAL VALUE % OF OECEDENTS NO. rolationshio 10 decodonl. dala oltransfor. OF ASSET INT. INTEREST 1 On 1-20-94 the decedent created 0.00 Inter-Vivos Trust No. 2839BN with Mellon Bank, retaining the right tc alter, amend or revoke the trust during her lifetirre and directing that the trust terminate to her estate at death. Assets are returrled on Schedule B, Items No. 1 through 8 and Schedule E, Items No. 2 and 3 (copy of instnurent attached) TOTAL (Also ontor on hno 7. Recapitulation) $ 0.00 (II moro spaco is nooded. insert addlllonal shoots 01 sarno silO.) PA15101 NTF 1211A COpyllght Fo""s SOHw.I,.Only. 1994 Netto, Inc. N9"PA101 ,/' . . '- - MELLON BANK REVOCABLE UVlNG TRUST I, Irene Brown, of Dauphin County, Pennsylvania. transfer to MELLON BANK, N.A. as trustee the propeny described in the annexed schedule to be held IN TRUST under Pennsylvania law as follows: I. Lifetime Trost: During my lifetime my trustee shall invest and manage the propeny, and make distributions as follows: A. Pavments: As much, even if all. of the net income and principal as I may from time to time direct in writing shall be paid either to me or as I may specify; B. Balance: Any remaining net income shall from time to time be accumulated and added to principal; however, C. Disability: If my trustee believes I am incapable of handling my own affairs it need not follow my previous directions regarding payments during my lifetime. Instead, my trustee may apply pan or all of the principal and income in any way it believes will benefit me or any person dependent upon me. n. Provisions at Death: Upon my death my trustee shall pay the then remaining principal and any undistributed net income to or in trust for such one or more persons or organizations on such tenns as I may appoint by a will specifically referring to this power of appointment or, insofar as it is not effective, to my personal representative for distribution as pan of my estate. m. Mnnnl!ement Provisions: I authorize my trustee: A. RetainlInvest: To retain and to invest in any fonn of real or personal propeny anywhere which, in my trustees's opinion. is appropriate for my trust, without being required to diversify; B. Sell/Lease: To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; and C. Distribute: To distribute in cash or in kind. These provisions shall continue in full force until the actual distribution of the property. The investment provisions and all the other provisions, authorities and discretion given under my trust shall be in addition to those granted by law, shall continue until the distribution of the property, shall be exercisable without court authorization. and, unless exercised in bad faith, shall be conclusive upon all the beneficiaries. 1 . . IV 0 l'rotcctivl! Provision: To the gr~test extent pcrmilled by law, before actual payment to a beneticiary no interest in income or principal shaH be (i) assignable to a beneficiary or (ii) available to anyone having a claim against a beneficiary. V. Accountinl!: My trustee shall send me st:ltements at l~st quarterly showing the trust's transactions. Unless I am incapable of handling my own affairs, ! must report any errors to my trustee including the non-receipt oi a st:ltement, within 90 days after I normally receive a statement. Otherwise,!, at my trustcc's discretion, may be deemed to have accepted the transactions as stated. VI. Provisions Rel!ardinl! mv Trustee: I direct that: A. Instructions: My trustcc may consider oral instructions as if they were written as long as my trustcc believes in good faith they are genuine and any distribution is made only to me or to any account in which! have an interest; B. Conflicts of Interest: The fact that my trustee is active in any aspect of the investment business as that business is broadly understood shall not be deemed a conflict of interest. Purchases and sales of investments may be made through any department or affiliate of my bank trustee. My trustee may pay the finn its usual charges for the service. Any income beneficiary or his or her legal representative may cancel this power by a writing delivered to my trustee; C. Resi2nation: My trustcc may resign by paying all the funds to the income beneficiary or beneficiaries or. if a beneficiary is a minor, any distribution or payment may be made to his or her parent or anyone as custodian for the minor under the Unifonn Gifts to Minors Aet; and D. Comoensation: My trustcc shall receive compensation in accordance with its standard schedule of fees in effect while its services are performed. VII. Rll!hts Reserved: ! reserve the right to revoke this trust by writing other than a will, and the right to amend this trust or add to this trust with my trustee's approval. Sign~QI.lt. t:1/)..t:A:::: I 19 .f!/ , ~ \~ f '~,-"-",.-...>- ~ 0 I~ ~ -;"\. " Irene Brown ;.' 09 - 3 &.- f7u 'i Social Security Number .' ~ 1 o ,:;: .~ .r..._..,~J- '" J .. ----- ~~ ., ("" C..,. oj 2 .. -. .- -..... .... / . . STATE OF ~~ ss. COUNTY OF On f~. c?a.tlu 19 'l'/fbefore me, the undersigned notary public, personally appealed I who a"dnowledged the foregoing trust to be that person I s act and desired that the trust might be recorded as such. Witness my signature and notarial seal on the above date. I/o4ft' K~'b", -,. " My Commission Expires: . . . , " I The foregoing~st atl"'/ ,,to t:Jv' ,'/ was delivered;" .apd is hereby accepted, in Pennsylvania, on , 19 J..!f MELLON BANK, N,A. BU 1k,,-'J::?2) v.t. (3, --;"1,0.-.",.. We.!'cr 3 . I"'MUt..tJtl:J 'vrlh.r a~tllorhol to borTO'\I "'oer for &sI1 purpo.. Oleu"", lD c_tSoD witb tile ,.,.at of -.. or othar IIatta.. focUOQW to the ..ttl.....t of ., ElUto. aStber ..- as 1IIlI0000od. at .uc h rata of 10tuut .. IS&7 h oac..uy a11<l to ,1.... tha U.ata of ., '" tat. .. OIcurfl:7 thudor. If1 Eu.~tor ohaU Isno tba p....r to - cUatr1h~tloo 10 Uod or ,art1.7 10 kiDd ud portl.7 ill cUh, to rota1o aU or 0Jl1 part of .., propert}'. real or parooll&l, .....UtlStLsl&., Zauu for IUch tia. U 1t d.... bat or to lD..or or ro:1slwat tba 0_ without bdDa """trfcted to "11&01" fDV.......Otll. I 'urther autboru. &Dd .......U' .,. bec:1ltor to bor.... IIoDey frOlS ollCb pe...... .. ft .Y dODLr., loc1~dioi tho povn to borrow ftoa 1uaU .. aD hdlV1dllOl or ao .. f!doci..,. la>du 0Jl1 TrIIat A.rnaeat AIId to n.C\lte. ADd ruw Pro"'..Of7 DOta aDd to pl..... t!I. .....ta of ., _tato .. ......r1.,. tb...'or. ... rIFIII: 1 _oat.. COIlOUNto awl oppolDt na; ClOItsOll1IUI.D1I14'1101W. UII: of IIo:crf.b..... P.....yl....w. .. Ex_tor -.. thl. ., 1.&ot 1tU.l """ Tuta- .....t. No boDd .ball b. r"'~1recl 1n tht. or ...,. other Jur.tld1Cu..O. '" III IIItlIESS IIllElU:or, I, Ul:NE E. INlIIH. tIIo I"turlJc, to w...,. IoMt IIW aDd t...t_t. typovr1ttea on tvo (2) oheo.. of Piper hue "- ..t .,. bad - leal tJs1J d" <4 0107 0' f~..".t . , 1977. C).U^^, C. ~tU...u",- UIIlI B. IIllWIl S111led, ...lld, P~bUIUd 0I\lI doUarld by tho .&101 IIlIIlIl E. IIllOlIlf .. awl tOI' her Lut "111 .ad TUtaea.t 1a our pruea.c.t vho, 111 bel' prealtDC4. at her nqueat .Dd 1. tile pr...",o of 6O<:h other, hne her"'Dto lit o~r hoIlllI u atta.Uq wi_.... ;1.lty If ,4- ti- , J' I ./ U/lUl( ~ ~( (r (.d . at vL~L"I ' 12.,~ . It 7I-~?J;~ -2- w. Tn"""1 O^r.'~ ""'eo ...... (SlAt) ;.:) . , 'I. ) } * COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE t..'__ DU~EAU or INOIVIOUAL IN'U_Rl JANel lAIl DI\lISIO~ DfPI. :8011001 IlAAAISIUAC, flA I/IO'S-DbC1 TAMES NOTICE OF INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAM '1'.1'-'''"' II'.UI MELLON BANK NA C/O ROBERT CHASE PO BOX 7899 PHILA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-06-97 BROWN 03-02-96 21 96-0263 CUMBERLAND 101 IRENE E Allount R."Ht.d PA 19101 MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifE\;: iS4i-EiCAFP-nF9&T"NoricEuoF-YNHEiiii'AifcE-rAX-iiPPRiiisEifEN'r-;-,u:rOwANcE-iflim-umu------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BROWN IRENE E FILE NO. 21 96-0263 ACN 101 DATE 01-06-97 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I est.t. (Schedule A) III 2. stocks and Sondl (Schedule Bl (2) 3. Closely Hald stock/Partnership Intera.t ISchedule C) (3) 4. Horta_a../Nota. Receivabl. (Schedule OJ (4) S. Cash/Sank Deposits/H..c. Parsonal Property (Schedule E) 151 6. Jointly OMnad Property (Schedule f) (6) 7. Transfars (Schedule G) (7) 8. Total !.nats CHANGED NOTE: To insure proper credit to your account, sublllt the upper portion of this fo~a Nith you~ tax paYllent. .00 273 , 431. 34 .00 .00 19.712.53 .00 .00 IDI 293,143.87 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~.l Expenses/Ada. Costs/Hisc. Expense. (Schedule H) (9) 10. Debts/Ho~tgage Liabilities/Liens ISchedule I) (10) 11. Total Deduction. 12. Het Value of Tax Return 13. Cha~itabl./GoYe~naental Sequest. .ISchedule J) 14. Net Value of E.tate Subject to Tax 22,067.58 3.308.22 nIl n21 CUI n41 ~~.~7~ 8.JL 267,768.07 267,768.07 .00 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spouse1 ~at. (15) 16. Amount of Line 14 taxable .t Llneal/Clasl A ~ate (1&) 17. Allount of Line 14 taxable at Coll.te~.l/Cl.ss 8 ~at. (17) 18. P~incipal Tax Due NOTE: .00 X .00= .00 X .06= .00 X .15= 1181 .00 .00 .00 .00 TAX CREDITS: PAYHENT DATE DISCOUNT 1'1 INTEREST (-I RECEIPT NUHDER AHDUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIREO. IF TDTAL DUE IS REflECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIDNS.I 00 \:-: ( '0 :j -J L~ .- J -.J :~? ~-J ,. ' ...-, '" :..,.; ~ ,1. ' ~.j " il. RESERVATION I [Itat.. of dlcadant. dying on or bafor. Olc..o.r 12. 1'82 .. If any future Int.r..t In thl I'lat, 1. tran.f.rr~ In POI.I..lon or .njoy.~t to eta.. a (collat.ral) blnet1elarla. of thl dacld,nt .ft,r thl IMPlratlon of any ..t.t, for II" or for y..,., thl Co..onw..lth hareby Ixpre..lv ra,lrVI. thl right to apprals. and ...... tren,f.r Inheritance TaXI' at the lawful tl... a (col1at.ral) rata on any such future Inter..t. PURPOSE OF NOTICE: To fulfill thl requlra..nt. of Section 2140 of thl Inheritance and E.tata Tax Act, Act 22 of 1991. 72 P.S. Section 21ltO. PAV"ENT1 Detach thl top portion of thl. Notlcl and ,ubalt with your pay..nt to thl Algl.tar of Wills prInted on thl rav.r.a slda. "Haka chack or aonay ordar payabh to: REGISTER OF MILLS, AGENT All pay.ents racalvad shall first ba appllad to any Int.r.st which aay b. dua with any ra.alnd.r applied to tha taM. REfUND C CA ) I A rafund of a taM cradlt, which was not raquast.d an tha TaM R.turn, .ay be r.quest.d by caaplatlng an -Application far Rafund of p.nnsylvanla Inh.rltanc. and Estata TaM- CREV~1313). APplications ara avallabl. at tha Offlc. of tha R.gIstar of wills, any of tha 23 R.vanua District Offlc.s. or by calling the sp.clal 24.hour answarlng sarvlca ~bars far for.s ard.rlng: In Pannsylvanla 1.800.362.Z0S0. outside P.nnsylvanla and within local Harrisburg .raa (717) 787-8094. TOOl (711) 112.Z252 (H..rlng 1~.lrad Only). 08JECTIONS: Any party In Int.ra.t not .atlsfl.d with the .ppr.I....nt. allowanca or dls.llowanc. of d.dUctlon', or ........nt of tllM Clncludlng dl.count or Int.r..t) a' .hown on thl, Hotlce .u.t obJact within .IMty (60) day' of r.calpt of thl' Notlee by: OR ..wrltt.n prot..t to tha PA napart..nt of Ravanue. Board of Appaals. n.pt. Z81021. Harrl.burg. PA ...Iactlon to hava the .attar d.taralnad at audit of tha account of tha per.onal rapra..ntatlva, .~app.al to the Orphan" Court. I11Z8.IOZI. OR ADHIH ISTRATIIIt CORRECTIOHS: Factual arrors dl.cov.rad on thl, Il......ent .hould b. addra..ad In writing to: PA D.partaant of R.venua. Buraau of Individual TaMa., ATTH: Po.t A.......nt Ravlaw unit. n.pt. Z80601, Harrisburg. PA 171Z8.0601 Phon. Cl11) 187.6505. Saa pllga 5 of the booklat -Inltructlon, for Inh.rltanc. TaM Raturn for a Ra.ldant nacadant- (REV.1501) for an a.planatlan of adalnlstratlvalY corr.ctable .rror.. DISCOUNT: If any tax due I, paid within thr.. (3) calandar .anth. aftar tha d.cad.nt', daath, a flva p.rcent C5X) dl.count of tha tax paid Is allow.d. PENALTY: Tha 15:( t.x a.na.ty non.partlclpatlon penalty I' ca~ted on the total of tha tax and Intara.t a".I.ad, and not paid bIlfor. January 18, 1996, tha flr.t dllY aftar tha and of tha tax a.na.ty parlod. This non.partlclpatlon p.nalty I. appealabla In the .a.a .ann.r and In the tha .a.a tl.a p.rlod a. you would appall 1 tha tax and Intara.t that has bean a..a'l.d a, Indlcat.d on thl, notlca. INTEREST: Intara.t I, char gad bag Inning with flr.t day of d.llnquency, or nln. (9) aonth. and one CI) day fro' tha data of daath, to the data of pay.ant. Ta.as which b.ca.a d.llnquant b.fora January I, 198Z ba.r Intara.t at tha rat. of .Ix (6X) p.rc.nt par annu. calculatad at a dally rata of .000164. All tax.. which bacaaa dallnquent on and aftar January 1, 1982 will baar Intara.t at a rata which will vary fro' calandar yaar to calandar yaar with that rat. announcad by tha PA napartaant of Ravanua. Tha appllcabla Intar.,t rate. for 198Z through 1991 aral ~ Intar..t Ratl Dally Tntarnt Factor l!!r Intar..t Rl!lt. nally Intara.t Fl!lctar 198Z lOX .000541 19117 'X .000Z47 1913 16;( .000431 1911.1991 11;( .000301 1984 11X .000301 199Z 'X .000ZO 1985 13X .000356 1993.1994 lX .000192 198ft lOX .000Z74 1995.1997 'X .000ZO uIntarut Is calculatad .. follows: INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR ..Any Natlca Issuad aft.r tha ta. bacoa.. dallnqu.nt will raflect an Intare.t calculation to flft.an CIS) day. bayond tha data of tha a'I....ant. If pay.."t I. .ada aft.r the lntarl.t coeputatlon date shown on tha Hotlca, additional Intara.t au.t be calculatad. RECEIPT FOR PAYMENT ------------------- ------------------- Cumberland County - Register Of Wills Hanover and High street Car1is1er PA 17013 Receipt Date Receipt Time Receipt No. 6/24/1997 12:59:15 1011830 BROWN IRENE E File Number 1996-00263 Remarks MELLON BANK Transaction Description FRST/FNL ACCT&DIST ADVERTISING Distribution Of Receipt ------------------------ Payment Amount Payee Name 74.00 60.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN Checkil 104511 Checkil 104113 Total Received......... 174.00 60.00 $ 34.00