HomeMy WebLinkAbout96-00278
PETITION FOR PIWHA TE and GnANT OF LETIEnS
"'-1- q~' :l1R'
No.
To:
ES/al<' of OHV 11.1.1: 'I', ANIlI:H::flN
aim knoll'n as
VL'ceaset/,
Register of Wills for the
Coulllyof ,'lImb"r).,n" in the
Commonwcallh of Pennsylvania
SocIal SeCllfIlY No, \27-10-40WI
The pelilion of the undcrsigned respeclfully represents Ihal:
Your pClilioncr(s), who islant 18 years of agc or oldcr an the exeCUI ,'i x
in the lasl will of Ihe above deccdcnt, dated F"l>ruill''.' :>7
and codicil(s) daled
named
,19~
lSI31C rch~\'Jnt cirCIlR1uam:c!o. e.g. renuncialion. dc.uh of C'tcUlor. etc.)
Decendent was domiciled at dcath in Cllmb"r I "nil
" i 5 last family or principal rcsidence aI 72 ') H,,",n i a h ViII a'1".
Cumbcrlilnd County, (lenm:;ylv"nia
(liu sUett, number and munclpalilY)
County, Pennsylvania, wilh
r.tr~ch"n i csburq, vfo,^ ,1.\",. \l.oo..f
Decendcnt, then 37 years of age, died F"hrllnrv 24
31 Polyclinic ~J~clicill CC'nt('lr, lIarrinburo. 1),1unhin Countv. PA
Except as follows, decedcnt did not marry. was not divorced and did nOI have a child born or adopled
after exccution of thc will offercd for probate; was not the victim of a killing and was never adjudicated
incompctcnt:
Deccndent at de:uh owncd propcrty wilh estimatcd valucs as follows:
(If domiciled in Pa,) All pcrsonal property
(If nOI domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in County
Valuc of real eSlalc in Pennsylvania
situaled as follows:
,19 96
S 700,000,00
S
S
S
WHEREFORE, pctitioner(s) respeclflllly rcquest(s) the probate of the last will and codicil(s)
presented hercwith and the grant of Ictlcrs t(,5tamcntnry
(testamenlar)'; administralion c.C.a.; adminislration d.h.n.c.l.a.)
Iheron,
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RlIth t.. Andcr50n
729 HenRinh Village, P.O, Box 2015
t-1cchilnicsburg, PA 17055
t. ,;u/ ":/'c, '/ (,'
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } l:lS
COUNTY OF C!l~mERr.ANn
The pClitioner(s) abol'c-pamcd swear(s) or affirm(s) that the statemcnts in Ihc foregoing pctition arc
!rile and corr~ct to Ihe hesl of the knowledge and belief of pelitioncr(s) and that as personal represcn-
talive(s) of the above dccedcnt pelitioner(s) will wel1 and truly administer thc estate according to law,
\
5WO, ,rn t(\ or affirmed" ;t nd subscribcd {
bcfore me thi~, I .y day of
, II (J Jj 19-!L-
l.()^)'/;I-<;/I-, ")', ,'(I Ir;"//J_:'
') '/_ / .'J.,J , I'.;/t. If?; Rellisler
'... '{, r., . }; ~..tr;o(. _./
Ruth I.. ^nd..r~on
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No, 21-l)(,-27H
Estate of
onv 11,1.1': '1', ANDEllSON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTEI~S
AND NOW APR I L 2 19--2.L... in consideration of Ihe pelilion on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) daled r"cbrllnry 27, 1991
described therein be admitted to probate and filed of record as the last will of Orv I J 1 c 'I'. Andcrson
and Lellers Tcstnmcntary
are hereby granted to Ruth L, Andcrson
FEES
Probate, Letters, Etc, .".,'." S 410.00
Short Certificates(4l) '.... . .... S 120.00
~l\Iilim",~HM.~~9f.!',.. S 15.00
,IeI' S 5.00
TOTAL _ S 550.00
Filed ,'\m~..2".,! ??,6, .. . , .. '.. , . ... , , , ..
# 39785
ATTORNEY (Sup, Cl, I,D, No,)
414 Brldqc St" Ncw ClIrnbcrlnnd, PA 17070
ADDRESS
(717) 774-7435
PHONE
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HAILED LETTERS AND ORDER TO ATTORNEY APRIL J, 1996
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CC
WILLS\ORVILLE.WIL
LAST WILL AND 'l'ES'l'AMENT
OF
ORVILLE T. ANDERSON
I, Orville T. Anderson, of the Township of Upper Allen, County of
Cumberland, and Commonwealth of Pennsylvania, declare this to be my
last will and revoke any will previously made by me.
ITEM I: I bequeath my automobiles, household and personal
effects and other tangible personalty of like nature (not including
cash or securities) together with any existing insurance thereon, to
my wife, RUTH L. ANDERSON, if she survives me by thirty (30) days.
Should my wife, RUTH L. ANDERSON, not be living on the thirty-first
II (31st) day after my death, I bequeath such tangible personalty and
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insurance thereon to my son, RICHARD C. ANDERSON, provided he survives
me by thirty (30) days.
ITEM II:
I devise and bequeath the residue of my estate, of
every nature and wherever situate, including any property over which I
shall have any power of appointment, to the then acting Trustees under
-'--: 1
that certain trust created by me on ~1>' i .:-'-7 1991, in
, . '/0',"": II ,
/
which I am the Settlor and ORVILLE T. ANDERSON, RUTH L. ANDERSON, and
CCNB BANK, N. A., are the Trustees, to have and to hold, IN TRUST, for
the uses and purposes and subject to the terms and provisions thereof,
including any alterations or amendments thereto, or any other trust
which may hereafter be substituted therefor.
-1-
ITEM VI: The Corporate Executor shall receive compensation for
the performance of its functions hereunder in accordance with its
standard schedule of fees in effect from time to time during the
period over which the services are performed.
ITEM VII: I direct that my Executrix, Guardian, Trustees and
their successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I,
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hand and seal this J I
ORVILLE T. ANDERSON, have hereunto set my
,.
JS"Y;1<,(,'i'f-1' 1991
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'n f~ 1 r' /7 I
( ,/ ){.'1'/ '(1<2- '- :-, /jr, (-j {Il( .{-tl\
, , 'ORVILLE T. ANDERSON
day of
SIGNED, SEALED, PUBLISHED and DECLARED by ORVILLE T. ANDERSON,
the Testator above named, as and for his Last will and Testament, and
in the presence of us, who at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses.
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his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
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STONE ... STONB'
ATTORNEYG AT LAW
4f4 BRIDoe STREET
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Orville T. Anderson
Date of Death: February 24, 1996
Will No. 2196-0278
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
April 10, 1996.
Ruth L. Anderson
729 Messiah Village
P. O. Box 2015
Mechanicsburg, PA 17055
Richard C. Anderson
120 Ramblewood Drive
Etters, PA 17319
Mrs. Carla Neumann
757 South Third Street
DeKalb, IL 60115
Miss Donna Pearson
21490 Airport Road
Sycamore, IL 60178
Mrs. Emily Bader
8209 San Augustine Lane
Germantown, TN 38138
Mrs. Cheryl McClain
2890 Colonial Ridge Court
Cincinnati, OH 45212
Mr. William A. Lindeman
2890 Colonial Ridge Court
Cincinnati, OH 45212
Miss Esther V. Bullock
410 South Street
Geneva, IL 60134
PNC Bank, N.A.
successor to CCNB Bank, N.A.
4242 Carlisle pike
Camp Hill, PA 17011
Mrs. Diane Kluz
5862 Pathfinder Road
Rockford, IL 61109
Mrs. Barbara Dienst
15414 State Rd., Rt. 23
DeKalb, IL 60115
Mrs. Susan A. Hungerford
E-2 Brookway West
Lewisville, NC 27023
Mrs. Cathy Schad
3840 Belmont Avenue
Cincinnati, OH 45227
Mr. Bernard W. Lindeman
4951 Kugler Mill Road
Cincinnati, OH 45236
Miss Mary E. Bullock
420 South Street
Geneva, IL 60134
Mr. Harold
814 Market
DeKalb, IL
Pearson
Street
60115
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
__ _,. ..__Jtuth_L._.An~crQ9D --.-- -----
being duly Hwa.rn._,__ aecording to law, deposes and says that sho ~_thlLEx.c.Clli.J:ll_--
.._______ ________ of the Estate of orville _~~~:r~on
late of __ORPer.Allen TownshiE! , Cumborland County, Pa" deceased and that the
within is "n inventory made by _,_H!Jth L. lInderson_ , the said Executrix
of the entire estate of said decedent, consisting of all the personal prop.rly and roal ostate, except real estate ouhide
the Commonwealth of Pennsylvania, and that the figures opposito eaeh itom of the Inventory represent it's fair value
as of the dato of do cedent's death,
19
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,
Huth L.
Anderson
729 Messiah Village P.O.
eucullH" .~"'itf'N'+o1
r1X
and subscribed before mo,
Box 2015
Mechanicsburq, PA 17055
Addr...
Date of Doath
24
Day
02
Month
1996
Y..r
INSTRUCTIONS
I, An inventory must bo filed within three months afler appointmont of porsonal roprosantative,
2, A supploment inventory must bo filed within thirty days of discovery of additional assets,
], Additional sheets may bo attached as to personalty or roalty
4, See Article IV, Fiduciaries Act of 1949,
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[It ate Valuation
ElUte of: Orville T. Anderlon
DIU of Delth. 02124/96 proce..tng Dlte. 05/01/96
Vlluatlon Dlte. 02/24/96 Number of Securitlel l6
Shere I Security Mean Dlvllnt Security
or Par Description Nlgh/A.k LowlBld "or Adj, Accrual Value
I) 412 AIRTOUCN COKHUNltATION (00949Tl00)
02126/96 33.m 32.5 Nil
02123/96 33,625 32.5 NIL
NYSE 32.937500 13,570,25
2) 383 ~ERITECN CORP NEY (0268041041
02126/96 59.875 58,25 NIL
02123/96 61. 75 59.375 Nil
NYSE 59,812500 22,908,19
3) 383 ~ERITECN CORP NEY (0309541011
02126/96 59,875 58,25 NIL
02123/96 61. 75 59.375 Nil
NYSE 59,BI2500 22,908,19
4) 200 APPLE COMPUYER INC (037833100)
02126/96 30,125 29.5 Nil
02123/96 30,25 29,625 NIL
NASOAQ 29,875000 5,975,00
5) 506 BELL ATLANTIC CORP (0778531091
02126/96 67,875 65,75 NIL
02123/96 68,875 67.125 Nil
NYSE 67.406250 34,107.56
6) 278 BELLSllJTN CORP (0798601021
02126/96 40.25 39,125 NIL
02123/96 41,75 40,25 Nil
NYSE 40.343750 11,215,56
7) 171 BURLINGTON NRTNN SANTA (12189Y1041
02126/96 81,315 80,75 NIL
02/23/96 82,75 80,625 NIL
NYSE 81.375000 13,915.13
8) 103 CATELLUS OEV CORP (1491111061
02/26/96 7,75 7,625 NIL
02/23/96 7,75 7,625 NIL
NYSE 7,687500 791,81
9) 50 OElMARVA PYR , LT CO PfO 7,52% (247109879)
02/29/96 98.0 Bid
02/23/96 98,75 Bid
OTC 98,600000 4,930,00
10) 600 fORT DEARBORN INC SECS (347200107)
02/26/96 15,875 15,75 NIL
02/23/96 15,875 15.625 Nil
NYSE 15.781250 9,468,75
III 252 LINCOLN NAlL INCOME fO (5342111071
02/ 26/96 13,5 13.375 NIL
02/23/96 13,5 13,25 Nil
NYSE 13.406250 3,378.38
12) 252 LINCOLN NATl INCOME fO (534217104)
02/26/96 13,5 13,375 Nil
02/23/96 13,5 13,25 NIL
NYSE 13,406250 3,378,38
estltt Vlluatton
EI'"'. o':Orvlll. T, Anderson VIIUltlon Olt.: 02/24/96
Shares SKur Ity Mun Olvllnt StclJrlty
Dr Por Description HlghlAsk lowlBld &lor Ad), Ace rue l Value
131 'M HCDONNEll OllJGlAS CORP (5801691001
02/26/96 92,5 90,0 Hll
02/23/96 93,5 92,0 Hll
NTSE 92,000000 17,940,00
141 400 NORTHN STS PWR HINN (665772109)
02/26/96 50,625 49,125 Hll
02/23/96 51,5 50,625 Hll
NTSE 50.468750 20,187,50
15) 412 NTNEX CORP (670768100)
02/26196 52,25 51.0 Hll
02/23/96 53,5 51. 75 Hll
NTSE 52.125000 21,475,50
16) 200 PACIFICORP (695114108)
02/26196 21. 125 20,875 Hll
02/23/96 21,375 21,0 Hll
NTSE 21,093750 4.218,75
17) 412 PACIFIC TELESIS GRllJP (694890104)
02/26/96 29,375 28,875 Hll
02/23/96 29,625 29,25 Hll
NTSE 29,281250 12,063,88
18) 800 PROCTER & """BlE CO (742718109)
02/26/96 84,125 83,0 Hll
02/23/96 85,5 83,125 Hll
NTSE 83,937500 67,150,00
191 2000 ROCKYEll INTl CORP (7743471081
02/26196 61.125 58,875 Hll
02/23/96 6],0 61.0 Hll
NTSE 61. 000000 122.000,00
Olv ,29 E 02/15 R 02/20 P 03/11/96 580,00
20) 2000 ROCKYEll INTl CORP Cl A (774347405)
02/29196 57,375 Bid
02/23/96 61,625 BId
OTC 60,775000 121,550,00
Olv .29 E 02/15 R 02/20 P 03/11/96 580,00
211 124 SANTA FE ENERGT RES (802012104)
02/26/96 9,75 9,375 Hll
02/23196 9,5 9.25 Hll
NTSE 9,468750 1,174,1]
22) 249 SANTA FE PAC GOLD CORP (802176107)
02/26/96 16,375 15,875 Hll
02/23/96 16.0 15,375 Hll
NTSE 15,906250 3,960,66
231 600 SCANA CORP (8058981031
02/26/96 27,5 27.0 Hll
02/23/96 27,75 27,375 all
NTSE 27,406250 16,443,75
24) 6400 SCHERING PlllJGH CORP (806605101)
02/26/96 57,0 55,625 Hll
02/23/96 58,0 56.875 Hll
NTSE 56,875000 364,000,00
Olv ,29 E 01/31 R 02/02 P 02/27/96 1,856,00
.
,
Eltlt. VIlUltlon
Eltlte o"Or.llle T. Anderlon VIlUltlon Olte' 02/24/96
Shar.. soc:urlty Mean O"/I"t Soc:urlty
or Par Ouerlptlon MIgh/Alk low/lld &lor Ad). AccrUll VIlue
25) 100 SCMLUHIERCER lTO (806857108)
02126/96 75.5 74.0 MIL
02l'lJ/96 75.625 74.0 MIL
USE 74.7111250 7,471.13
01. .375 E 02/21 R 02/'lJ P 04105/96 37.50
26) 822 SIC COU4UNICATlONS INC (81053331031
02126/96 56.5 55.25 MIL
02/'lJ/96 57,875 55.875 MIL
NUE 56,375000 106,340,25
271 800 TECO ENERCT INC (8n375100)
02126/96 25.875 25.5 MIL
02/'lJ/96 26.125 25.75 MIL
USE 25,812500 20,650.00
28) 150 UNION CAMP CORP (905530101)
02126/96 1,8,375 47,625 MIL
02l'lJ/96 1,8.25 47.5 MIL
USE 47.937500 7,190.63
29) 540 U 5 ~ST INC COM-HEOIA CRP (9128892011
02126/96 22.625 22.0 MIL
02l'lJ/96 'lJ,O 21.75 MIL
USE 22,343750 12,065,63
30) 540 U 5 ~ST INC (912889102)
02126/96 34.125 33.625 MIL
02l'lJ/96 34.75 33.75 MIL
WY5F 34,062500 18,393.75
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COMM()f~WfAlftt Of f'f~Hl\YIVM~IA
OI,UIMItH m 1IlvWUl
01'1 :IObOI
HAIlRI!lIUIlG ,. 11171CbOl
\5-(VI-l.;Y
INHERITANCE TAX RETURN
RESIDENT DECEDENi
(TO BE FILED IN DUPLlC.4TE
WITH REGISTER OF WILLS)
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'OA DAYlSO'DIA1H AnlR 12131191 CHICK HEAl
" A SPOUSAL ,.
POVlRn CAlDrl15 CLAIMID '
"LI NUMIIA
.'1
COUNTY CODE
II:'7H
NUM8Ei:I
1.i]1.
04,
'Ill
tEAR
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CIUOU.1 ~ '4AMl IIA~l 'I'~' M~C ""UC~1 1'4IIIAII
I\HIIEI~SO~, Orvi I il' T.
~oe'Al :.leUIIIY '4UMIIII 10AI( C' OIA!H lOAf( 0' tiltH
L~7-11I-/IIIH7 11,'-.'11-% 11-II'J-1I1l
I" ""1".1111 '~h', .,(. ,.Qull l I."'", u...." I UI ".0 ..'otht '''11''11 l~oelAl :OleUI,IY '~uMIlIl
'\11.11'1";011, Rulh I.. .'711-1I1-I.'H7
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CO"'"h' ClIl1Illl' I' ) ;lIld
AMour" Ilt(I\lIO 1\IlIN\lIuet'ON\1
Box ~'() I r)
S I ,lIht}, 20H.12
o 3, Remainder Relurn 2
(for d011l of deolh prior to 12.13.8 I
[] 5. Federal ESlole Tax Relurn ReqUired
I
_ 8, Total Number of Safe Depolll BOIt'l
lim.'ed Eslote
[j 2. Supplemenlol Relurn
Original Relurn
o 40, Future Inleresl Compromise
(lor do'.. 01 doo,h oh.. 12.12,821
~ 6, Decedent Died Teslole C 7. Deceden' Maintained a living Trust
(AlIoch copy cf Will) (AlIoch copy 0' Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD. BE,DIRECTED TO:
NAMf COMPlf If MAIllNG ACOll:U~
David II. Stonl', Esq\lirL' Sllllh' l.aF4Ivt'r II, Slolh'
tfLW10Nl t.UMIU P.O. Box E
771,-71135 N,',' '''1'1,""1. 1'/\ I ]ll70
S I . (1'1'1 HH'1. ',(,
)'J, 7~].h/l
11.llh.I)/,
:!'}, 9)~.) H
1.''i.110
(151 $1 ,069,208, I 2
(161 11.,116,94
(171 17,000,00
Discount Intereu
+
Rool EIIO'o (Schodulo A) (1 )
S'ock. ond Bond. ISchedule B) (2 )
Closely Held Slack/Partnership Inlerest (Schedule q ( 3 )
Mortgogel and Noles Receivable (Schedule 01 I 4 1
Cosh. Bank Depolits & Mi$Celloneous Penonol Property 15)
(Schodule E)
)o;nlly Owned PropeNy ISchedule F) 16 )
Tron"on ISchedule GI (Schedulo l) 171
TOlol Gran Anets (total lines 1.7)
Funeral Expenses. Administroli\lll Costs. MilCelloneoul I Q 1
Expenses (Schedule H)
Deb", MONgoge liobili';e., lien. (Schedule II (101
TOlol DeduC1ions (Iota I lines 9 & 10)
Nel Value of EUole (linlt B minus line 111
Charitable and Governmental Bequests (Schedule JI
Nel Value Subiect to Tax (line 12 minus line 131
Spousal Transfers (for doles of d.olh oher 6.30.94)
See InstruC1ions for Applicable Percentog. on Revene
Side. (Include values from Schedule K or Schedule M.)
Amount 0' line U laxable at 6% rate
(Include values from Schedule K or Schedule M.)
Amount of line 14 laxable at 15% role
(Includ. values from Schedule K or Schedule M.)
Principal lOx due (Add tax from lines 15. 16 and 17.)
Credits Spousal Poverty Credil Prior Payments
+
If line 19 is 9r.aler than line 18. enler ,he difference on line 20. This is the OVERPAYMENT.
me
IB )$1,101" 723.HII
(11) 2/,,077.1 H
l,llHll,61,(,.66
(12)
(13) .Oll
(14,$I,OHO,(,I,(,,('6
x._::I ,00
x .06 = 847.02
x ,15 = 2,550.00
(IBI $3,397,02
(191 ,00
1201
(21)
(21AI
(21BI
Sl.lQ7 0')
.00
Sl,lQ7.0~
Check here if you are requIsting a refund of your overpayment.
21. If line 18 is greoler than line 19, enler Ihe difference on line 21. This is the TAX DUE.
A, Enler Ihe inlerest on the balance dUI on line 21 A.
B, Enror ,ho'o'ol oll;ne 21 and 21A on line 21B, lh;,;. ,he BALANCE DUE,
Mah Chick Payable 101 Reul1ler of Will., Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND,TO RECHECK MATH ....
Under penalties of plflury. I d.dor. thot I have examined 'his relurn. including accompanying schedules and stale men". and to ,he bell of my ~nowl"dge and belief.
i' is 'rue. correcl and complete, I declare that all real eUate has bllen reported a' Irue market value. Declaration of pre parer other thon Ihe personal repuuen,olive t'
based on 011 informohon 0' which preparer has any "nawledge.
\IG~lUllf 0' 'fIUON IIn'O~'!Illlf 'Olt 'llINQ IlUUltN AOOln~ CAIE
'/ /'"
,LJ{v" / l..,u .,<-' 7.'1) ~h',;si.," \'ill.,gl',I',ll. Jlox .'01'1, ~II,..h;ol1i<'shlll'g, 11-'2-(,''\'(
~, 0' ',1'U(. THI.'M....N IfPl(UNIAU\lf AOO.llU~ PA I 70 '"} r) OAIE
\ I',ll. Jlox E ;';1'1< ClIIOlh"I'I;ol1d, 1''\ 17070 Il.t?-,...
Estate VIluatlon
Eltate of: orvtlle T. Anderson
DolO of Doolh, D2/24/96 Proto..lng Dole: D5/D1/96
VolUlllon Dole: D2/24/96 Number of Securtttes 16
Shares Securtly Meon Dly/lnl Security
or Par De.trlpllon Hlgh/A.k LowlBld &/or Ad), Ace rua l Value
1) 412 AIR10UCH COMMUNlCA110N (D094911001
02/26/96 ]3,125 32,5 H/L
02/23196 33,625 32,5 H/L
NYSE 32,937500 13,570,25
2) 383 AHERITECH CORP NEY (026804104)
02/26/96 59.875 58,25 H/L
02/23/96 61,75 59,375 H/L
NYSE 59,812500 22.908,19
31 383 AHERITECH CORP NEY (0309541011
02/26/96 59,875 58,25 H/L
02/23/96 61.75 59,375 H/L
NYSE 59.812500 22,908,19
41 200 APPLE COMPUIER INC (0378331001
02/26/96 30.125 29,5 H/L
02/23/96 30,25 29,625 H/L
NASDAQ 29,875000 5.975,00
5) 506 BELL ATLANTIC CORP (0718531091
02/26/96 67,875 65.75 H/L
02/23/96 68.875 67.125 H/L
NYSE 67.406250 34,107,56
61 278 BELLSOUTH CORP (0798601021
02/26/96 40.25 39,125 H/L
02/23/96 41,75 40,25 H/L
NYSE 40,343750 11.215,56
71 171 BURLINGTON NRTHN SANTA (12189T1041
02/26/96 81,375 80,75 H/L
02/23/96 82,75 80,625 H/L
NYSE 81,375000 13,915,13
8) 103 CATELLUS OEV CORP (149111106)
02/26/96 7,75 7,625 H/L
02/23/96 7,75 7,625 H/L
NYSE 7.687500 791,81
9) 50 DELMARVA PYA & LT CD PFD 7.52% (2471098791
02/29/96 98,0 Bid
02/23/96 98,75 Bid
OTC 98.600000 4,930,00
10) 600 FORT OEARBORN INC SECS (3472001071
02/26/96 15,875 15.75 H/L
02/23/96 15,875 15,625 H/L
NYSE 15,781250 9,468,75
111 252 LINCOLN NATL INCOME FD (5342111D7)
02/26/96 13.5 13,375 H/L
02/23/96 13,5 13,25 H/L
NYSE 13.406250 3,378,38
12) 252 LINCOLN NATl INCOME FD (534217104)
02/26/96 13,5 13,375 H/L
02/23/96 13.5 13,25 H/L
NYSE 13.406250 3.378,38
"
Eltlte VltUltton
Eltlte ol:oryllll T, Anderlon VIlultton Olle: 02/24/96
Sh.rea SKur Ity Mean Oly/lnt Security
or Par Oelcrlptlon Htgh/Alk low/Bld &/or Adj. Accrual Vllue
13) '~ MCDONNEll DOUGLAS CORP (580169100)
02/26/96 92,5 90,0 H/l
02/23/96 93,5 92.0 H/l
NTSE 92,000000 17,940.00
14) 400 NORTHN STS pya MINN (6657721091
02/26/96 50,625 49.125 H/l
02/23/96 51.5 50.625 H/l
NTSE 50.468750 20,187,50
15) 412 NTNEX CORP (6707681001
02/26/96 52.25 51.0 H/l
02/23/96 53,5 51,75 H/l
NTSE 52,12500a 21,475.50
16) 200 PACIFICORP (6951141081
02/26/96 21.125 20,875 H/l
02/23/96 21,375 21,0 H/l
NTSE 21,093750 4.218,75
17) 412 PACIFIC TELESIS GROUP (694890104)
02/26/96 29,375 28.875 H/l
02/23196 29,625 29,25 H/l
NTSE 29.281250 12,063,88
18) 800 PROCTER & GAMBLE CO (7427181091
02/26/96 84,125 83.0 H/l
02/23/96 85.5 83.125 H/l
NTSE 83.937500 67,150,00
19) 2000 ROC~ll INTl CORP (7743471081
02/26/96 61.125 58,875 H/l
02/23/96 63.0 61.0 H/l
NTSE 61,000000 122,000.00
Diy .29 E 02/15 R 02/20 P 03/11/96 580.00
20) 2000 ROC~ll INTL CORP Cl A (774347405)
02/29/96 57.375 Bid
02/23196 61,625 81d
OTC 6O.nsOOO 121,550,00
DIY .29 E 02/15 R 02/20 P 03/11/96 580,00
21) 124 SANTA FE ENERGT RES (802012104)
02/26/96 9.75 9.375 H/l
02/23196 9.5 9.25 H/l
NTSE 9,468750 1.174,13
22) 249 SANTA FE PAC GOlO CORP (8021761071
02/26/96 16,375 15.875 H/l
02/23/96 16.0 15,375 H/l
NTSE 15.906250 3,960,66
23) 600 SCANA CORP (805898103)
02/26/96 27,5 27,0 H/l
02/23/96 27,75 27,375 H/l
NTSE 27,406250 16,443,75
24) 6400 SCHERING PLOUGH CORP (8066D5101)
02/26/96 57.0 55,625 H/l
02/23/96 58,0 56,875 H/l
NTSE 56,875000 364,000,00
Oly ,29 E 01/31 R 02/02 P 02/27/96 1,856,00
,
,
Eatlte Vlluatlon
ElUte ohOrylll. I. Anderson Vlluetion 011.: 02/24/96
Shsr.s Seeur I tv Mlln Olvllnt Seeur IlY
or Par O.serfptlon High/Ask Low/Bid &/or Ad), Accruel VIlue
25) 100 SCHLUHBERGER LIO (806857108)
02/26/96 75.5 74.0 H/L
02/'lJ/96 75.625 74,0 H/L
HISE 74,781250 7,478.13
OIY ,375 E 02/21 R 02/23 P 04105/96 37,50
26) 822 SBC lXI4HUHICAlIONS IHC (845333103)
02/26/96 56.5 55,25 H/L
02/'lJ/96 57.875 55.875 H/L
NYSE 56.375000 46,340,25
271 BOO IECO EHERGY IHC (872375100)
02/26/96 25.875 25.5 H/L
02/23196 26.125 25,75 H/L
NYSE 25,812500 20,650.00
28) 150 UNION CAMP CORP (905530101)
02/26/96 48.375 47,625 H/L
02/23/96 48.25 47.5 H/L
HISE 47.937500 7.190.63
29) 540 U S VEST IHC COM'HEOIA GRP (912889201)
02/26/96 22.625 22.0 H/L
02/'lJ/96 23,0 21.75 H/L
HISE 22.343750 12,065,63
30) 540 U S VEST INC (912889102)
02/26/96 34,125 33.625 H/L
02/'lJ/96 34.75 33.75 H/L
.'SF 34,062500 18,393,75
\
.,.,to.,..IIllI
,
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plea.e Print or T e
FilE NUMBER
-!~
COMMONWfAUH Of .fHNSYlVANIA
INHllnANCI 'A. lnulN
.UIDINT DfCfDIN'
ESTATE OF
Orville T, Anderson
IAII property loinll'f""OWned with Ihe Righi of SUI'YI'lClnhlp mull be dlulOled an Schedule f)
?
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
PNC Bank, N.A,-Cert. of Deposit #21001014866
$20.5B9.20
2.
PNC Bank, N,A,-Checking AccOllnt #5070102048
39,134.44
TOTAL (AI.a enter an line 5. Recapitulation) Is 59,723.64
(A"om odditionol 8'n- )( 11- ,hee" if mote spote is nHded.)
II 1.1,1<;;<;;+ o?:.;:? >>0:1 rtlC S"'llo:
rtiC u... =".\.
'2 t&v \UU'!t 0, ...
~rttr.n1f'''"'lt': r.\ I. ," .
IU
~(.oJ';'CC=' t"".UJ.
nuvBKBKR 13, 1996
PNCBANK
~~~ LAPAVBR & STONE
A'l"l'R: DAVID H STONE
414 BRDXiE ST
RBW ClJJIBSItLAND PA 1 - 0 ~ 'J
RB: BSTATS OF ORViLLE: T ANDERSON
DATE or DBATH 'iA:"JE::'
DEAR MR. STONE,
PBR YOUR REQUEST, HER::: AP.E T"rIE DATS OF DEATH VALUES:
=K.tJ.l'ICATB OF DBPQ:;:-;O ACCOUNT lroHBER 21001015060
21001014866
;:1001025561
CBBc:IO:RG ACCOUNT N"UMBER 5070102048
5140001294
51 0 , 097 . 05 RtJTB 1!'IIt51'-.l-
S20 ,S89 .20 TRUST (,I ,I I'"
S10,003.41 Rtn'B SBCOND'14
S39 r 134.44 ..I,'ll.U~-r; I' ,
S 8 r 167 .93 ROTE SBCOND....
<~ JOIM' A~\.1)unlS WERE onNED ATLBAST 1 YEAR PRIOR TO DRA'l'H.
:~y,
~g~L
l'~ BARKING REP
TOTAL P,OI
, SCHEDULE G
TRANSFERS
ESTATE OF ....U: NlIl\tnElt
Orville T, Anderson 21%.(J2711
ITEM TOTAl. \' AI.UE DE,D % DOI.I.AR VAI.UE OF
NUMIlEIt DESCRIPTION OF PROI'EllTY EXCI.lISION OF ASSET INT DECEDENT'S INTEItES'I'
I Dauphin DeposillJank & Tmst Co -
Cen, ofl)eposil U810009JOHJ in
TmSI fur Itichllrd C. Anderson $11.111>'14 100% $11,11/094
TOTAL (Also enter on line 7, Recapillllalilln) $11.11(01)4
" .
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE 213 MAnKEY SlHEET HARRISBURG PENNSYlVAtHA ,"01
7U 2~~.2'2'
Decedent Confirmation
Name:
Orv11le T, Anderson
Social Security No.: 327-10-,1007
Date of Death (ODD): 02/2~/'J6
Accoun t No.
8100093083
,
------------------------ ------------------------ ------------------------ ~
I
8100~745B3
8100560382
Type
Cert1flcate of Deposlt
------------------------ ------------------------ ------------------------
Certlflcate of DepoSIt
Certlflcate of Depos,t
Date Opened
or Issued
03/24/93
------------------------ ------------------------ ------------------------
10/12/94
02/01/95
Date Closed
or Matured
03/24/97 (I~at>Jn ti)
------------------------ ------------------------ ------------------------
04/12/~17 \ r'lalUrltjI
06/01/96 IMaturlty)
Date of Death
Balnnce $11,116,94
------------------------ ------------------------ ------------------------
$5,000,00
$21,115,13
PLUS
Date of Death
Accrued Int. -0- (Pa1d on 000)
------------------------ ------------------------ ------------------------
$7,81
$58,~4
Joi nt o,.mers
(if any)
Rlchard C, Anderson
By Trustee
------------------------ ------------------------ ------------------------
or Ruth L. Anderson
Ruth L, Anderscl1 or
Date of Joint Orville T, Andersen
ownership 03/24/93 10/12/94 02/01/95
------------------------ ------------------------ ------------------------
-------------
------------- ------------------------ ------------------------ ------------------------
Special Comments: N/A
Add1tlonal 1nforl':'tat~on .l\,lal1clUl~ at SZO.OO per nou,.. One hour :nlO1mum.
Date Prepared: Apr~ 1 ::9, 1996 Prepared by: C!lery1 A, Bowers
Customer Management Infor:;;atlcn Dept, (on)
Telepncne No, (717) 255-205~
Page 1 of .3
r-orm ~C-J20-:'6 (REV 7/93)
ESTATE (n:
Orvi III: T. Anderson
ITEM
NUMBER
A,
I
2
3,
4,
B
I.
2,
3,
4,
C.
I
2
3
4,
5,
6,
7
8,
9,
SCIIEI)lILE II
FlINERAI. EXltENSES,
AI>MINISTIUTIVE COSTS
:\1'11> :\IISCEI.L:\NEOl 'S
EXPENSES
IlESCRII'TIO:'\
Fllntrlll E'pcn,rs:
Pllnhamore Fllneralllllllle.fllneral eXl'enses
Spring Grove Cemetery & Arhoretum-urn hox
Schall Monllmenl COlllpnny.monumellt
Baughman Methodisl-limeralluncheon
Adminbtrativt Cosl':
I'ersonal Representative COlllmissions 1'/'\
Social Security Numbcr of Person,,1 RcprC!iCntali\'c'
FILE NII:\IBER
21l)6.()27R
-----..----...--.---------- --_.-- .
Year COlllmission paid
AttnntL'Y Fees Stone LaFa\'er & Stone
Family Evemplion
Claimant_,. _JJ..\\lh.J,J\nd~'!~!1.n_------ Relationship __.will: ___________
Address of Claimant at decedent's death
Street Address ....1~.2Mcssiah Villal(~ \' O.Jl\!~,l.u\~
City --1'l:~nicsJmr1L- Stale _J~~__ Zip Code _J.lQiL...
I'robale Fees Lelle" Teslamenlal)' & short cert (S55000), filing Inherilance Tax
Relllm & In\'entory ($25,00)
l\Iiscfllllnrolls Elpfn'u:
ClImberland Law Journal-ad,', Lellers Testamentary
The Patriot News Co .ade Lellers Testamentary
Reserve for Federal & State Income Taxes & closing expenses
TOTAL (Also enler online 9, Reca itlllalionl
AMOUNT
S3,I641)0
](i500
(1)388
5000
15,00000
2,00000
575.00
40,00
63,40
2,000,00
523,952 18
SCIlEI>l'LE I
I>E8TS OF I>ECEI>ENT.
MOltTGAGE L1AIULlTIES
ANI> LIENS
ESTATE 0...
FlI.E NllMISElt
Orville T. Anderson
21l)6-02711
ITEM
NUMBER
,\MOUN1'
IlESCIUPTION
I.
Cowley Medical Assoc, P,C,-debl orlasl illness
579,96
2,
Sally Johnson-nursing services
25,00
3,
2 checks wriuen from CorcStotes Bank account prior to dcath but not
cleared by bank - both debls oflust illness (Uptown Cardiology Assoc,
511,12 and Tristan Assoc, $8,92)
20,04
TOTAL (AI." enter un line 10, RL'C8 itllhlliun\
$125,00
- ~. ~ - ~. +-
SCIIEI)l1LE .1
BENE"'IClAI~IES
HLE :'IIll!\llJElt
ESTATE OF
Orvilll: T, And~rs(l11
ITEM NAME AND ADDRESS
NUMIIER OF IIENEFlClARY
21lJ6-027R
REI.,\TIONSIIII' AMOUNT OR
SIIARE OF ESTAI'E
1.
S~e attachcd list of I~gat~~s
S20,OOll,OO
2,
Ruth L. Anderson
729 Messiah Villag~
Mechanicsburg,l'A 17055
wifc
rcsidue of estate. out.
right and in Credit
Shelter Trust
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SIIARE OF ESTATE
I.
B, Charitable and Governmentallleqllests,
NONE
NONE
TOTAL CIIARITAIII.E AND (iOVERNMENTAI. IIEQI'ESTS (Also enler 011
line 13, Recallillllaliol1)
NONE
Rt\'.16.J? EX4 (H In)
*'
SCHEDULE 0
TRANSFEnS TO SURVIVING SPOUSE
('OMN()NWEALnl or PP4NSnvAl'4A
INIIDIT ANC't TAX amJlH
IDlDDo'Df.CIDl>'f
ESTATE OF
Orville T. Anderson
..UrNumbtr
2196-0278
PART A: Enter the description and ,,'..Iue or.1I inlerests, both taxable and non.t..xable, rtgardlcu or location, (nel or deductions)
'olohich pasa 10 the dccedenl'ssuf"\i,,'inJ: spoult by will. intestacy. oreulion orla"'. or otherwise.
Oescri lion of ilems
1
Amounl
Credit Shelter Trllst
$568,863.06
2. Bequest
$500,325,06
Part A Total: Enter the amounl aho\\n on the recapitul..tion sheet in Ihe Dtudrnl Information Stellon. 20R. 1 2
Election To Subject Property To Tax Under Section 2IlJ(A) As A Taxablc Transfer By This OecedcnL
If a trust or similar arrangement meets the requirements ofSec1ion 211J(A). and:
a. The ln1st or similar amngcmcnt is listed on Schedule 0, and
b. The value of the trust or similar arrangcmenl is enlerN in \lInole or in pm u an assd on Schedule 0,
then the transferor'. personal rtprescntative may specific..lly idcnlify the trust (..n or I fractional portion or percentage) 10 be included in the election 10 htve
lOch trust or similar property trealed u a tanble transfer in 1his esU1e. If less th.an the entire value of the uust or similar propmy is included u a
taxable 1rIJUfer on Schedule a,the personal rtprcstnbti'o'e shall be considered to have made the election only u 10 a fradian of the 1I\1Sl or similar urangcmcnl.
The numerator of this fraction is equlllo the amounl of the uust or similar arrangemenl included u a l..aX&ble asset on Schedule O. The denominalor is equal
10 the lotal value of the trust or similar arrangemenL
ELEcrJON: Do 10U tltd undn ScdloR 111J(A> to Irul .. _ taublt trarurcr In thb "laic aU or _ porllon or. troll or alm1lar _rnnccmtnt
ernlcd ror tht IOle list ofthb dtctdeRt'. .un'l"lne apouu durlnC tht lun.h'lnClpoun'. ?,lift Ufelime?
YES D NO II] SIEft.IUI'< ~('(LA~*"WC//- 2.1..- 'It.:.
Note: Ulhe clntlon _ppUtl to mort Ihan one lnul or IlmU., uranl!:ement.lhrn _ .rparalt form mUJt be Jll!:nrd ""d filrcl.
Part B: Enltr the descriplion and .....lue orall interests, both taxable and non-t.tuble. reg.1ldless orlocation. (nei or dcductiolU)
\lI'hic:h pasa 10 the d<<edcnt's survi...ing spouse ror which a Section 2 I 13 (A l election is hc:ing made,
Oescri lion ofilcms Amounl
I
PortO T...t
Form 106 IRoy, a.931
Estate of:
Orville T, .\nders"n
SCHEDULE M-Bequests, etc., to Surviving Spouse
Election To Oedllct Ollaliliod Torminable Interost Property Under Soctlon 2056(b)(7),-1I a lrustlor other propertyl mools Ihe
reqlllfements of qllahf,ed terminable Interesl property lInder section 2056(b)(7), and
a, The trust or other property IS Ilsled on Schedllle M, and
b, The vallie of the trllst (or other property) IS enlered m whole or In part as a dedllctlon on Schedllle M,
then lInless Ihe execlItor speCifically IdenllflOs the Irllst (all or a fractional portion or percentage) or olher propeny 10 be
excllIded from the election Ihe execlltor shall be deemed 10 have made an election 10 have slIch trust lor other propenyl trealed
as qllahfied terminable Inlerest property lInder secllon 2056(b)(7).
II less than the entire vallie of the trust (or other property) thai the execlItor has Included In the gross estale IS entered as a
dedllctlon on Schedllle M, the execlltor shall be conSidered to have made an election only as to a fraction of Ihe trust (or other
propenYl, The nllmerator of thiS lraction IS eqllalto the amollnt of the lrust lor other property) deducted on Schedllle M, The
denomlnalor is eqllal to the total vallie of the lrust (or other property),
Election To Dedllct Ollalified Domestic Trllst Property Under Section 2056A,-1f a trllst meets the reqUlremenls of a qllahlied
domestic trust lInder section 2056A(a) and Ihls relllrn is filed no later than 1 year atter the time prescflbed by law (incllldlng
exlenslons) for frling the relllrn, and
a, The entire vallie of a lrust or trust property is listed on Schedule M, and
b, The entlfe vallie of the lrust or trust property IS enlered as a dedllctlon on Schedule M,
then lInless Ihe execlltor speCifically idenllfles the trust 10 be exclllded from the election, the execulor shall be deemed to have
made an election to have the entire Irllst treated as QlIahfied domestic trust prope ,
Yes No
1 Did any property pass to the survIving spouse as a reslll! of a qllahfled dlsclalmer7, , , , ' , , , , ,
If .Yes, . aNach a copy of the wnNen disclaimer ,eQlI/red by SUf,t,on 25' B(b),
2a In what cOllnlry was the slITVlving spollse born? ' I
b What is Ihe sllTVlvlng spollse's date of birth? 11- I 2 - 1 3
c Is the sllTVlving spollse aU,S, cllizen?, , , , , , , , , , ' ' , , , , , , , , , , , , ,
d If the sUTVlving spollse is a natllralized CItizen, when did the SllTVlving spollse acqlllfe cItizenship?
e If the SllMvlng spollse is not a U,S, citizen, of what country IS Ihe SllNIVillg spouse a Citizen?
3 Election Ollt of QTIP Treatment of Annuities,-Do YOll elect lInder section 2056(b)(7)(C)(IIl not to Ireat as
qllahf,ed terminable interest property any lomt and SllTVIVor annUities that are Included in the gross estate and
wOllld otherwise be lreated as qllahfied terminable Interest property lInder section 2056Ib)(7)(C)? Isee instrucllons)
l1em
number
Doscngtlon 01 gtOocny Interesls pasSing 10 sutvllj'lng spouse
Amounl
Jointly llwned prol'erty
)/.0,542.75
2.
Bequest per attached rilll.r
JOll, J2), or,
Totallrom COnllnllatlon schedlllels) lor additional sheeHs)) attached to thiS schedule
4 Total amOllnl of property Interests hSled on Schedule M, ' ' , ,
Sa Federal estale taxes (incllldlng section J9aOA taxesl payable Ollt of property
interests hsted on Schedllle M , , , ' , , . , ' ' ' , ' , , , , Sa I
b Other death taxes payable Ollt of property Interests Ilsled on Schedllle M 5b I
c Federal and state GST taxes payable Ollt of property Interests listed on
SchedllleM"",,' ",' 5c
dAddltemsa,b,andc ,,'" ."." "" ,','
6 Net amollnt of property Inlerests Ilsled on Schedllle M ISllbtract 5d from 4), Also enter on Part 5,
Recaoltlllalion, paQe 3, at Item 1 B ' , " ".,,'
4 Q
iB
~, !&ii",~",
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5d
I,040,Hr,i ,HI
6
IIf morc SOllee IS needcc:1. attach the conMuaMn scneaule from the ('no of tnlS vacJo.,1gc or aad/MnJl sneets of the s.1me slze,t
(See tne msrructlOns on the rcve~c SJde.l
Schedule M-Page 27
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I, Cumberland, and Commonwealth of Pennsylvania, declare this to be my
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LAST WILL AND TESTAMENT
OF
ORVILLE T. ANDERSON
I, Orville T. Anderson, of the Township of Upper Allen, County of
last will and revoke any will previously made by me.
ITEM I:
I bequeath my automobiles, household and personal
effects and other tangible personalty of like nature (not including
cash or securities) together with any existing insurance thereon, to
my wife, RUTH L. ANDERSON, if she survives me by thirty (30) days.
Should my wife, RUTH L. ANDERSON, not be living on the thirty-first
(31st) day after my death, I bequeath such tangible personalty and
insurance thereon to my son, RICHARD C. M1DERSON, provided he survives
me by thirty (30) days.
ITEM II:
I devise and bequeath the residue of my estate, of
every nature and wherever situate, including any property over which I
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shall have any power of appointment, to the then acting Trustees under
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that certain trust created by me on ( '.:...'.J:.,~..,:'ttl ,.-- , 1991, in
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which I am the Settlor and ORVILLE T. ANDERSON, RUTH L. ANDERSON, and
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i: CCNB BANK, N. A., are the Trustees, to have and to hold, IN TRUST, for
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the uses and purposes and subject to the terms and provisions thereof,
including any alterations or amendments thereto, or any other trust
which may hereafter be substituted therefor.
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ITEM III: I appoint my Executrix and her successors guardian of
any property which passes either under this will or otherwise, to a
minor and with respect to which I am authorized to appoint a guardian
and have not otherwise specifically done so, provided that this
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: appointment of a guardian shall not supersede the right of any
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,i fiduciary in their discretion to distribute a share where possible to
the minor or to another for the minor's benefit. Such guardian shall
have the power to use principal as well as income from time to time
for the minor's support and education (including college education,
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i! both graduate and undergraduate) without regard to his or her parent's
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ability to provide for such support and education, or to make payment
for these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM IV:
My Executrix, Trustees and Guardian shall have the
following powers in addition to those vested in them by law, and by
other provisions of my will applicable to all property, whether
principal or income, including property held for minors, exercisable
without court approval and effective until actual distribution of all
property:
A. To retain any or all of the assets of my estate, real or
personal, including stock of a corporate fiduciary or of its parent
holding company, without regard to any principle of diversification.
B. To invest in all forms of property, including stocks,
common trust funds and mortgage investment funds whether operated by
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authorized for Pennsylvania fiduciaries, as they deem proper, and
without regard to any principle of diversification.
C. 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, exchanges or leases, for such prices and upon
such terms or conditions as they deem proper.
D. To allocate receipts and expenses to principal or
income, or partly to each, as they, from time to time, think proper in
their sole discretion.
E. To borrow from, or to sell to, my Trustees even though
such Trustees may be my Executor.
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F.
To compromise any claim or controversy.
G.
To join with my wife, RUTH L. ANDERSON, or her personal
representative, in filing a joint income tax return without requiring
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to her income and to consent to any gift made by my wife during my
lifetime being treated as having been made one-half by me for purposes
of the federal gift tax law.
ITEM V:
I appoint my wife, RUTH L. ANDERSON, Executrix of this
my last will.
Should my wife, RUTH L. ANDERSON, cease to act or fail
to qualify as Executrix, I appoint CCNB BANK, N. A., of New
Cumberland, Pennsylvania, Executor of this my last will.
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il the performance of its functions hereunder in accordance with its
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ITEM VI:
The Corporate Executor shall receive compensation for
standard schedule of fees in effect from time to time during the
period over which the services are performed.
ITEM VII:
I direct that my Executrix, Guardian, Trustees and
their successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF,
hand and seal this ,'D 'I
I, ORVILLE T. ANDERSON, have hereunto set my
day of Q$!I1'tt!{ , 1991-
(O~/..~1. a.,,/vt4N)
~ --ORVILLE T. ANDERSON
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" the Testator above named, as and for his Last Will and Testament, and
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SIGNED, SEALED, PUBLISHED and DECLARED by ORVILLE T. ANDERSON,
in the presence of us, who at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses.
/t:-?~ ~.~~L
witness
/~Y/~U ki'
Address I
a
~r~'f_/~ /,/1:
Witness
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/i/'/', '~.Ii//!' ,//,-'/-;'-/ ./-y/"
Address
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COMMONWEALTH OF PENNSYLVANIA)
) 55.
COUNTY OF CUMBERLAND )
I, ORVILLE T. ANDERSON, the Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
Sworn to or affirmed to
and acknowledged before me by ORVILLE T.
{)/1 day of FJ, et/.fdl(.~.I' , 1991.
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(~;;t~ g ~CL.'J(
Notary Public
ANDERSON, the Testator, this
NOT ^R~\l SEI\!.
CO~J;,T ,',~ 1-':[ L, ~ ~'~L1, j 'g.ry Public
New'. ..; h:l.':-.:j P,\ {,~l:,,l.:!ll:r.j CO.
My C;r,;' :3,.on E~ul~C:; Arr: 13, i991
COMMONWEALTH OF PENNSYLVANIA)
) 55.
COUNTY OF CUMBERLAND )
We,
lY-/4'kI J. d(ptf~d4:/'
and
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I the witnesses whose names are signed to the attached or foregoing
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instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
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his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
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'witness t-
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51 Sworn to or ~ffi~'d to and ",kn~1.d9cd b.for. m. by Jt~ !},
\\.C...kfLc-izh.-L/ and--:r'v.V...-(./)(:' ;tt&t~'V1-P~1 , witnesses,
7:1/ r'I.('L { /Jt7d.r,;i ')c')-}
witness
this ,~7 ~ day of ~L+<,tJ,'''''a-
, 1991.
(il&t, ~L~>7f I(cv~
Notary public -
NOT ARW, SEM.
(Y~~~f.T'\NCE l. KN~U. NC.lary Public
I,. "l to. ........r'~...4 ~\ .0. 'k:" Co
.. ." ". "'.; l~",-, I' "'.:l""....,,",:el"d
f':i Cc""n:s~)n ExPires~::!13";991'
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II WILLS\ORVILLE.TRS
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REVOCABLE TRUST AGREEMENT
THIS AGREEMENT OF TRUST, executed in duplicate this ,:)1fh. day of
;;;hl(,(f.1"ri.-!.. ,1991, by and bet\~een ORVILLE T. ANDERSON, of the
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Township of Upper Allen, County of Cumberland, and commonwealth of
pennsylvania, (hereinafter called the "Settlor") and ORVILLE T.
ANDERSON and RUTH L. ANDERSON, husband and wife, of the Township of
Upper Allen, County of Cumberland, and Commonwealth of pennsylvania,
and CCNB BANK, N.A., of the Borough of New Cumberland, County of
\ c"""r1and, and commonw,a1th of p,nn'ylvania, (h,r,inaft,r, un1'"
I otherwise indicated, called the "Trustees").
WIT N E SSE T H:
WHEREAS, Settlor has transferred to the Trustees all the property
described in Schedule A annexed hereto; and
WHEREAS, Settlor has designated the Trustees as beneficiaries
under the life insurance policies described in Schedule B annexed
hereto.
NOW, THEREFORE, Settlor hereby establishes with Trustees a trust
1 consisting of the property described in the aforesaid Schedule A,
i together with all other property, real or personal, that may be added
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to the trust and including the proceeds of any policies of life
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insurance in which the Trustees are named as beneficiaries (such
property, additions and proceeds being hereinafter called principal)
to be held by the Trustees, IN TRUST, for the following uses and
purposes:
FIRST: During the lifetime of the Settlor:
A. The Trustees shall pay the net income to the Settlor in
such periodic installments as the Trustees shall find convenient, but
at least as often as quarter-annually.
B. The Trustees may apply the net income of this trust for
the support of the Settlor should he by reason of age, illness or any
other cause, in the opinion of the Trustees, be incapable of disburs-
ing it and the Trustees are further authorized to expend or apply from
the principal of this trust such sums as they, in their sole discre-
tion, may from time to time deem advisable for the support of Settlor
to maintain him in the station of life to which he is accustomed at
the creation of this trust or during illness or emergency.
C. The Trustees shall pay so much of the principal of the
trust up to the entire amount of principal to the Settlor as the
Settlor shall request in writing.
D. If the Settlor is, in the opinion of the Trustees,
disabled by reason of age, illness or any other cause, the Trustees
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: may, but are not required to, apply for Settlor's wife's benefit as
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deem advisable for Settlor's wife's support to maintain her in the
standard of living to which she is accustomed at the creation of this
trust, after taking into account her other readily available assets
and sources of income.
SECOND: Upon the death of the Settlor the Trustees may make such
payments to facilitate the settlement of the Settlor's estate as
provided for in Item Seventh below and shall also make the specific
bequests listed below to the following beneficiaries who survive
Settlor, all from the assets of this Trust:
1. $3,000.00 to Settlor's son, Richard C.
Anderson.
2. $1,000.00 to Mrs. Dianne Kluz, 5862
Pathfinder Road, Rockford, IL 61109.
3. $1,000.00 to Mrs. Carla Neuman, 757 South
Third Street, DeKalb, IL 60115.
4. $1,000.00 to Mrs. Barbara Dienst, 2610 South
Route 23, DeKalb, IL 60115.
5. $1,000.00 to Miss Donna Pearson, 3514 Airport
Road, Sycamore, IL 60178.
6. $1,000.00 to Mrs. Susan A. Hungerford, E-2
, Brook\~ay West, Lewisville, NC
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7.
$1,000.00 to Mrs. Emily Bader, 8209 San
Augustine Lane, Germantown, Tll
38138.
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8. $1,000.00 to Mrs. Cathy Schad, 6766 Chestnut
Street, Cincinnati, OH 45227.
9. $1,000.00 to Mrs. Cheryl McClain, 6025 Miami
Road, Cincinnati, OH 45243.
10. $1,000.00 to Mr. Bernard W. Lindeman, 4951
Kugler Mill Road, Cincinnati, OH 45236.
11. $1,000.00 to Mr. William A. Lindeman, 9220
Stoney Point Road, Hillsboro, OH 45133.
12. $2,000.00 to Miss Mary E. Bullock, 420 South
street, Geneva, IL 60134.
13. $2,000.00 to Miss Esther V. Bullock, 420
South Street, Geneva, IL 60134.
14. $1,000.00 to Mr. Harold Pearson, 814 Market
Street, DeKalb, IL 60115.
15. $1,000.00 to Mr. Clarence Pearson, 3514
Airport Road, Sycamore, IL 60178.
16. $1,000.00 to Mr. Gunnard Pearson, 316 Garden
Court, Sycamore, IL 60178.
Ii. In the event the Settlor's wife, RUTH L.
ANDERSON, does not survive him, the sum of $30,000.00 shall be
distributed to Messiah Village.
THIRD: If Settlor's wife, RUTH L. ANDERSON, survives him (and
for the purpose of this Item Third, she shall be deemed to have
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~ survived him unless it appears unmistakably that she predeceased him),
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, and if the federal estate tax due because of Settlor's death will be
reduced by making this gift for her benefit, Trustee shall distribute
to Settlor's wife, RUTH L. ANDERSON, absolutely, the least amount
(based upon values as finally determined for federal estate tax
, purposes) as shall be needed for the federal estate tax unlimited
marital deduction to reduce the federal estate tax to the lowest
possible figure after full use of all other deductions and credits
allowable in calculating the federal estate tax, except that such
;1 amount shall be calculated without regard to the augmenting of my
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taxable estate by reason of generation-skipping transfers and without
regard for any credit for state death taxes that would not otherwise
be payable. Accordingly, Settlor directs that:
A. If the marital deduction, or any similar benefit, is
allowable with respect to any property, including property held by
entireties, which Settlor's wife has received prior to Settlor's death
or at Settlor's death will receive othen~ise than pursuant to this
Item Third, the value or such property shall be taken into consider-
ation in calculating the si=e of the gift under this Item Third.
B. No property ineligible for the marital deduction, or any
similar benefit, shall be distributed to this gift for Settlor's wife,
RUTH L. ANDERSOll, pursuant to this Item Third.
C. Either cash or investments or both may be allocated to
the gift under this Item Third.
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D. Any property allocated under this Item Third in kind
shall be valued at the value at which it is finally included in
Settlor's gross estate for federal estate tax purposes, provided that
the aggregate market value thereof on the date of allocation (plus the
value as finally determined for federal estate tax purposes of all
other property qualifying for the marital deduction) is at least equal
to the dollar value of the marital deduction as finally determined for
federal estate tax purposes.
E. If any provision of Settlor's will shall result in
depriving Settlor's estate of the marital deduction for federal estate
tax purposes, such provision is hereby revoked and Settlor's will
shall be read as if any portion thereof inconsistent with allowance of
the marital deduction for federal estate tax purposes is null and
void.
FOURTH: If Settlor's wife, RUTH L. ANDERSON, survives him, the
Trustee shall hold the residue of Settlor's estate, of every nature
and wherever situate, IN TRUST, for the following uses and purposes:
A. To pay the net income therefrom to Settlor's wife, RUTH
L. ANDERSON, for and during her lifetime in such periodic installments
as Trustee shall find convenient, but at least as often as quarter-
annually.
B. As much of the principal of this Trust as Trustee, in
its sole discretion, may from time to time think advisable for the
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i support of Settlor's wife to maintain her in the station of life to
which she is accustomed at Settlor's death, shall be either paid to
her or else applied directly for her benefit by Trustee after taking
into account her other readily available assets and sources of income.
C. Trustee may apply the net income of this Trust for the
support of Settlor's wife, RUTH L. AllDERSON, should she by reason of
age, illness or any other cause, in the opinion of Trustee, be
incapable of disbursing it.
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D.
In addition to the above provisions, Settlor's wife
of principal in each year, including the year of my death, an amount
not in excess of the greater of Five Thousand ($5,000.00) Dollars or
five (5%) percent of the then aggregate value of the Trust principal.
This power is non-cumulative and can be exercised only by an instru-
ment in writing signed by Settlor's wife, and delivered to Trustee.
Upon the death of Settlor's wife, RUTH L. ANDERSON, or upon Settlor's
death should Settlor's wife predecease him, the Trustee shall hold the
trust property as provided in the Item Fifth below.
FIFTH: Upon the death of Settlor's wife, RUTH L. ANDERSON, or
upon Settlor's death should Settlor's wife predecease him, the Trustee
shall hold the balance of the principal and any accumulated and
undistributed income of the Trust in further trust for the following
uses and purposes:
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A. To pay the net income therefrom to Settlor's son,
RICHARD C. ANDERSON, for and during his lifetime in such periodic
installments as Trustee shall find convenient, but at least as often
as quarter-annually.
B. As much of the principal of this Trust as Trustee, in
its sole discretion, may from time to time think advisable for the
support of Settlor's son to maintain him in the station of life to
which he is accustomed at Settlor's death, shall be either paid to him
or else applied directly for his benefit by Trustee after taking into
account his other readily available assets and sources of income.
C. Trustee may apply the net income of this Trust for the
support of Settlor's son, RICHARD C. AN,DERSON, should he by reason of
age, illness or any other cause, in the opinion of Trustee, be
incapable of disbursing it.
D. Upon the deaths of Settlor's wife, RUTH L. ANDERSON, and
Settlor's son, RICHARD C. ANDERSON, the Trustee shall distribute the
balance of the principal and any accumulated and undistributed income
I to Baughman Memorial United Methodist Church, Third and Bridge
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Streets, New Cumberland, Pennsylvania.
SIXTH:
The interest of the beneficiaries hereunder shall not be
subject to anticipation or to voluntary or involuntary alienation.
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SEVENTU: The Trustees shall have the power, but not the duty, to
make such expenditures out of the principal of this 'Trust, as the
Trustees, in their discretion, may consider desirable in order to
facilitate the settlement of the Settlor's estate. In exercising such
power, the Trustees may pay, in whole or in part, any or all of the
following items: the expenses of Settlor's last illness and burial,
including cost of any gravemarker; his debts; his income taxes; the
death taxes on any or all property in his gross estate for tax
purposes; and all other items in connection with the settlement of his
estate. Any such items may be paid directly by the Trustees or the
funds for their payment may be transferred by the Trustees to
Settlor's executors or administrators; and neither such executor nor
administrator, nor any beneficiary of Settlor's estate shall be
required to reimburse the surviving Trustees for any funds so paid or
transferred. All such death taxes on present or future interests
shall be paid at such time or times as the surviving Trustees may
think proper, regardless of whether such taxes are then due, provided
that any postponed taxes on future interests shall be charged against
are imposed.
EIGHTH:
The Trustees shall have the following powers in addition
to those vested in them by law and by other provisions set forth
I herein, applicable to all property, whether principal or income,
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including property held for minors, exercisable without court approv-
aI, and effective until actual distribution of all property.
A. To retain any or all of the assets of this trust, real
or personal, including stock of the Corporate Trustee or its parent
holding company without regard to any principle of diversification.
It is suggested, without making this direction legally binding, that
the Trustees retain investments of good quality rather than liquidat-
ing them.
B. To invest in all forms of property, including stock,
common trust funds and mortgage investment funds whether operated by
Corporate Trustee or by others, without restriction to investments
authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification.
C. 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, exchanges or leases, for such price and upon
such terms and conditions as it deems proper.
D. To allocate receipts and expenses to principal on income
or partly to each as the Trustees from time to time thinks proper in
its sole discretion, but in no event shall the income of the marital
deduction trust be reduced by exercise of this power.
E. To compromise any claim or controversy.
F. To distribute in cash or kind or partly each.
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G. To hold property in itG name without deGignation of any
(ldllclill:y capacity or in the name of a nominee or unregistered.
N ltl'I'J1: The Trustees shall have no duty to pay any premiums on
thu llfo insurance policies subject hereto and the companies issuing
such policies shall have no responsibility to see to the fulfillment
of tho trusts herein created or the application of the proceeds of
such policies and the Trustees shall have no duty to bring suit upon
any of the life insurance policies subject hereto unless they hold
funds hereunder out of which it may be indemnified against all costs,
legal fees and other expenses of suit.
TRNTn: Settlor reserves to himself the following rights (each of
which may be exercised by Settlor alone whenever and as often as
Suttlor may wish):
A. All rights now or hereafter vested in Settlor as the
, owner and the insured under the life insurance policies subject
hereto, including, but not limited to, the rights to change beneficia-
ries, to borrow on policies either from the issuing companies or from
other institutions or other persons, to assign and pledge policies for
, any loan, and to receive dividends and all other payments available to
the owner and the insured; and
B. The right by an instrument in writing, intended to take
effect during Settlor's lifetime, signed by Settlor and delivered to
-11-
the Trustees, to revoke or amend this agreement in whole or in part,
provided that the duties, powers and liabilities of the' Trustees shall
not be substantially changed without their written consent.
ELEVENTH: Anyone may add property, real or personal, to the
principal of this Trust by deed, will or otherwise.
TWELFTH: The Corporate Trustee shall receive compensation for
the performance of its functions hereunder in accordance with its
standard schedule of fees in effect from time to time during the
period over which its services are performed.
THIRTEENTH: The situs of the trust herein created, for adminis-
trative and accounting purposes, shall be in the County of cumberland
and Commonwealth of pennsylvania, and all questions pertaining to the
construction or validity of the provisions of this instrument shall be
governed by the laws of the Commonwealth of Pennsylvania.
1
q
!
,I Revocable Trust Agreement, the Corporate Trustee shall not take part
I
FOURTEENTH:
Notwithstanding any of the other provisions of this
in any administrative duties and decisions until after the deaths of
ORVILLE T. ANDERSON and RUTH L. ANDERSO~, .unless the Corporate Trustee
determines, in its sole discretion, after reviewing the written
opinions of no fewer than two attending physicians, that neither
-12-
AMENDMENT TO REVOCABLE TRUST AGREEMENT
THIS AMENDMENT TO THE REVOCABLE TRUST AGREEMENT made February 27,
1991, between ORVILLE T. ANDERSON, the Settlor, and ORVILLE T.
ANDERSON, RUTH L. ANDERSON, and CCNB BANK, N.A., Trustees, is made
0r
this ~, 1 day of September, 1992.
,
WIT N E SSE T H:
WHEREAS, the Revocable Trust Agreement, in Item Tenth thereof,
reserves to the Settlor the right to amend the agreement, and the
Settlor now wishes to amend the agreement by removing Item 17 from
Item Second of the Trust, and the Trustees are willing to accept such
amendment, and the parties wish to reduce this agreement to writing.
Now, therefore, Settlor hereby amends the Trust as follows:
1. Item 17, in Item Second, is hereby removed so that
there shall be no gift to Messiah village.
2. In all other respects the original Revocable Trust
Agreement dated February 27, 1991 is hereby ratified, confirmed, and
restated.
IN WITNESS WHEREOF the parties have caused these presents to
be duly executed this
21
day of September, 1992.
-1-
~ -. ~,. ...
-- ~...-'" -.......
.......... _........ .."n.!." el." day and year first above written.
-
/
witn5~) ~
~
n ~ ,r' /:
. ' I 0/, I '1
'- ~:IlA)(/.,...." 'I/_Iilt/. 1/,
ORVILLE T. - ANDERSON ',~ Settlor' -
,
/
Witness
;;"-'\ ~" /' /
'l .. V'" v' J J
l .If/, H i '~ ..... ,I, I ! /., ,tJIllLAY'--
ORVILLE T. ANDERSON~Co-Trustee
Witness
Ln /~, (2~~
RUTH L. ANDERSON, Co-Trustee
ATTEST:
CCNB BANK, N. A., Trustee
~
'----'JJ1CJ , .~
1f5ST. Secreta
~r~~
vice President
By
COMMONWEALTH OF PENNSYLVANIA)
) 55.
COUNTY OF CUMBERLAND )
day of l~'-v
\:J
the undersigned officer, a Notary public, personally appeared ORVILLE
, "1 {ll.t/
On th~s the cl
, 1992, before me,
T. ANDERSON and RUTH L. ANDERSON, known to me (or satisfactorily
proven) to be the persons whose names are subscribed to the within
instrument and acknowledged that they executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I have
here~unt~ set my hand and notarial
p
/YrwiM~v '-/ ~v!r
Notary public
seal.
-2- ~OT~W,l St~l
CQ':STt:::( l. ~,; . ........, ....~...~c
t;t. C,,::~l:\:',ti.., 1''-' ...J.. ,_"J ':0.
gy cc/-~;~tS:'lo~t nrii\~S A;:..:~ 13, 1?~~
1/ - /5 .,!'! . /..~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"
BUREAU or INDIVIDUAL TA~ES
'''Iii Itl IANCl l.h IIlvl!.IO"
01 PI. ,'1101.01
IlAPltlS8uAC, p, 1/1:8-0001
NDIICE or IN"EHIfANCE TA~
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TA~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV: gcii -Eie" -AF ii - i 03:97 Y- NoYi c E" -OF - i-NHEii iiAtiCE - Y AX - iippiiii i sEifENi' -; -Ai. i"OWA'N"CE - DR' - "_m_ - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ORVILLE T FILE NO. 21 96-027B ACN 101
If an assessment was issued previoUSly, lines 14, 15 and~or 16, 17 and 18 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15. A~ount of linB 14 at Spousal
16. Anount of lina 14 taxable at
17. Anount of Lin. 14 taxable at
18. Principal rax Due
DAVID H STONE ESQ
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070-0562
ESTATE OF ANDERSON
TAX RETURN WAS:
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interest ISchedule C)
4. Hartgages/Notas Receivable (Schedule OJ
S. Cash/Bank Deposits/Hise. Personal Property (Schedule EJ
6. Jointly Owned Property ISchedule F)
7. Transfers (Schedule GJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~penses/Adn. Costs/Hisc. E~penses CSchedule HI
10. Debts/Hortgage liabilities/Lions ISchedule IJ
11. Total Deductions
12. Net Value of Ta~ Return
13. Charitable/Govern~ent.1 Bequests CSchedule JJ
14. Net Value of Est.t. Subject to Tax
NOTE:
rat.
Line.~/Class A ret.
Collateral/Class 8 rate
TAX CREDITS:
PAYHENT
DATE
11-22-96
RECEIPT
NUHBER
AA146977
DISCDlINT ('1
INTEREST/PEN PAID I-I
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
04-21'97
ANDERSON
02-24-96
21 96-0278
CUMBERLAND
101
i Anaunt Renitted
r~~=="-
r XI CHANGED
III
121
131
141
151
Ibl
r71
,00
1.033,883,26
,00
,00
59,723,64
,00
11.116,94
18)
~
l'. ."
"'...,~, ",t(.1
",''''' I...' f!
'17r(.~-'rt' ~,"'\,
r'r.?:'J~.::.I~'
""r..t.~:t,r--"
"'j'-'II""11t11
ORVILLE
T
(91
1101
23,952,18
125,00
1111
1121
1131
114)
SEE
DATE
ATTACHED
04-21-97
115)
I1bl
1171
,00 X ,00=
14,116.94 X ,06=
17.000,00 x,15=
l1al
NOTICE
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
ta~ pay"ent.
1.104.723,84
?4,077 18
1. 080.646,66
.00
1.080.646,66
,00
847.02
2.550,00
3,397.02
3.397,02
,00
,00
,00
( IF TOTAL DUE IS LESS THAN ll, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)
AMOUNT PAID
3.397,02
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RES[RYArIONI [.tat.. of d.c.dent. dying on or b.for. n.c..b.r 12, 198Z .. If any future Int.r..t In th. ..tat. I. tran.f.rr.d
In po..e..lon or .nJoy..nt to Cia.. a I~ollateral) blnellclarle. of the de~ldent after the a.plratlon of any ..tat. for
Ilf. or for y.ars, the Co..onw.alth h.r.by ..pre..ly re..rv.. the right to appral.. and 8..a.. tran.f.r IAh.rltance ra...
at th. lawful Clal. 1 Icolleteral' rat. on any .uch future Int.r..t.
PURPOSE OF
HOnCEI
To fulfill the r.qulre..nt. of Section 21~D of the Inherltanca and [.tate faM Act, Act 21 of 1995. (7Z P.S.
S.ctlon 914D).
PAYH[Hr I
Oelach the top portion of this Hotlca and .ub.lt with your pay.ent 10 the Regllter of Will. prlnt.d on the rev.r.e .Id..
"Hak. check or .onay ord" payable to: RECISTER Of" MILLS, AGENT
REFUND CCR':
A r.fund of a taM cr.dlt, which wa. not r.que.ted on the TaM Return. .ay be reque.ted bV co.pletlng an "Application
for Refund of Penn.ylvanla Inheritance and [.tale Ta." (REV-1111). Application. .re avallabla al Iha Off Ie.
of the Ragl,lar of Will., any of the Zl Ravanue Di.trlct Office.. or by calling the .peclal Z~.hour
an.waring lervlca ~berl for for'l ordarlngl In Penn.yivania 1.8DD.16Z'ZDSD, outllde Pann,ylvania and
within local Harrllburg area (717) 7a7-809~. fDD' (7111 71Z-Z252 (Hearing I,palred Only).
OBJECTIONSI Any party In Int.relt not ,atl.fiad with the appral...ent, allowanc. or dl.allowanca of deduction., or ol......nt
of taM (Including dl,count or Inter..tl a. .hown on thll Hollca 'Ult obj.ct within ,IMty (6D) day. 0' rec.lpt of
this Hotlce by:
..wrlttan prot.,t to the PA aepart..nt of Ravenue, loard of App.al., Dept. 281021, Harrl.burg, PA
...l.ctlon to hava tha .attar dat.r.lned at audit 0' tha account of tha per.onal rapre.antotiv..
..app.al to the Orphan,' Court.
1712a.lD21,
DR
DR
AOHIN
ISTRATlYE
CORRECTIONS:
Factual error, dl.cover.d on thll al..I...nt .hould be addre'led In writing to: PA aaparl,.nt of Rlvanu.,
Juraau of Individual Ta.'I, ATTN: POlt A..e"llnt Ravlew Unit, aept. 210601, Harrl.burg, PA 17128-D6DI
Phone (711) 787.65D5. Sea page 5 of the booklet "In.lructlon. for Inheritance Ta. Return for a R..ldent
Daced.nt" (REV.15GI' for an ..planatlon of ad.lnl.tratlvely corr.ctable .rrorl.
DISCOUNT:
J, any taM due II paid within three Cl' calandar eonthl after the dec.dent'. death. . flv. p.rcant (5X, di.count of
the t.. p.ld i. allow.d.
PfNAlTV:
The 15X taM eene,ty non-partlclp.tion p.nalty i. coaputed on the total of the te. and Inter..t a,.e...d, and not
paid be fora January II, 1996, tha first day aft.r the end of the taM a.n..ty p.rlod. Thl. non.partlclpatlon
p.nalty I. appaalabl. In the .a.. .annar and In the the ,a.e tl.. periOd a. you would appeal tha taM and Intara.t
that ha. b.en al.e.l.d al Indicat.d on this not lea.
INIEREST:
Inl.re.t I. charged baglnnlng with first day of delinquency, or nine (9) .onth. and one CI, da~ fro. th. date of
d..th. to thl dal. of pay..nt. TaM" which beca.e dlllnqu.nt b.for. January 1. 198Z bear Inl.re,t at tha ral. of
.Ix C6X) plrcant par annu. calculated at a dally rot. of .DODI6~. All t.... ~hlch beca.. d.llnqulnt on and aftlr
January 1, 191Z will b.ar Inter..t at a rat. which will vary fro. calendar year to calandar Ylar with that ratl
announcld b~ the PA D.part.ant of Revlnu.. Tha appllcabl. Inter..t rat.. for 1912 through 1997 ar.:
'!!!! Int.re.t Rat. Dftlly Internt Fftctor Y.!!! Int.rnt Rat. D"lly Inta".t Factor
1982 ZDie .DDD!Jf08 1981 ,~ .DGD2~7
1981 16;( .GaGU8 19...1991 IU .aDDlDI
198~ lU .GaDlDI 1992 ,~ .GGG247
1985 In .GOan6 19n-I99~ 1~ .aDD192
1986 In .Goaz7~ 1995.1997 ,~ .00DZ41
uJnter..t ts calculat.d Ot follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlce Is.u.d .'I.r the taM blco", dlllnqu.nt will refl.ct an Intere.l calculation to flftean (IS) day.
beyond the dati of the a......ent. If pay,ant I. ..de aft.r the Inter..l co.pulatlon date .hown on the
Hotlcl, additional Int.re.t aust b. calculal.d.
r!.
/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Orville T. Anderson
Date of Death: February 24, 1996
Will No. 21-1996-0278
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1.
Yes -1L-
State whether administration of the estate is complete:
No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
Date:
(c) Did the personal representative state an account
informally to the parties in interest? Yes X No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
;~~o;~~rk of the Orphans' Court and~maY be att~aChed to this
1(_ >-"id Y
Davi ~ 0" squire
414 Bridge Street
New cumberland, PA 17070
717-774-7435
, .
Capacity:
Personal Representative
x
Counsel for Personal
Representative
PURPOSE OF
HaUtEr
To 'ul,lll the requlr...nt. of Section Zl~5 (b) of the Inheritance and [stat. la. Act, Act 21 of 1995.
(12 P,S. Section 9145).
PAYHENh
D.tach the top portion 0' this Natlca and ,ub.It with your pay..nt to tha Raglst.r of Wills prlntad on the
t.".r.. .Id..
-- "aka check or aonay ord.r pa~.bl. tOf REGISTER OF' MILLS, AGENT.
REFUND (CR):
A r.fund of a Ie. credIt .ay b. raqua.tad by coaplatlng an RAppllcatlon fat R.fund of PennsYlvania
Inheritance and E,tata T.M~ (REV-Ill]). Appllcatlonl ar. avallabl. at the Of,lc. 0' the Ragl,'ar 0' Wills,
any of the 23 Revenue District Offices or fro. the Oepart.ent"s 24-hour anlwerlng lervlce nu.bers for foral orderlngl
In Pennlylvanla 1-800-36Z-Z0S0, outllde Pennlylvanla and within local Harrllburg area (717) 787-8094,
TOOl (717) 77Z-Z2SZ CHearlng I.palred Only).
OBJECTIONS: Any party In Intere.t not .atl.fled with the a..e..eent of tax a. shown on thl. notice .ay Object within
sl.ty (60) day. of receipt 0' thl. Notice by:
nwrltten prote.t to the PA Oepart.ent of Revenue, Board 0' Appeals, Dept. 281azl, Harrisburg, PA 17IZ8-1021, OR
-.electlng to have the .atter deterelned at audit 0' the per.onal repre.entatlv., OR
.-appeal to the Orphan.' Court.
AOHIN.
ISTRAJlVE
CORRECTIONS I Factual error. dl.covered on thl. a..e'l.ent .hould be addrel.ed In writing to: PA nepart.ent 0' Rev8nU8,
Bureau 0' Individual ra..s, ATINI Post A..e..eent Review Unit, Dept. 280601, HarriSburg, PA 17126-0601,
Phone (717) 767-6505. See page S of the booklet ~In.tructlon. for Inheritance Tax Return for a Re.ldent
Decedent" CREV-ISOI) 'or an e.planatlon of adelnlltratlvelY correctable error..
PENALTVI
T~ IS~ tax aene.ty non-participation penalty Is coaputed on the total of the ta. and Interest a..e..ed, and not
paid be'ore January 18, 1996, the flr.t day a'ter the end 0' the tax a.ne.ty period. Thl. non-participation
penalty Is appealable In the .a.. .anner and In the the .... tl.. period a. you would appeal the tax and Intere.t
that ha. been a..e..ed a. Indlcatad on thl, notice.
INTEREST.
For date. of death on or a'ter 10-S-91, Penn.ylvanla E.tate Ta. ba.ed on the Federal Estata Ta.
r.turn b.co.e. delinquent at the ..plratlon 0' nine (09) aonthl 'roe the data of death.
For date. of death prior to 10-]-91, P.nn.ylvanla Estat. Ta. ba.ed on the Federal E.tat. Tax return
becoee. dellnqu.nt at the ..plratlon of elght.en (18) .onth. 'roe the data of death.
Taxe. which beca.e delinquent be'ore January I, 196Z b.ar Intere.t at the rate of II. C6~J percent per annul
colculated at a dally rate of .000164. All taxe. which beca.e delinquent on or a'ter January 1, 198Z will bear
Intere.t at a rate which will vary fro. calendar year to calendar year with that rate announced by the p,
Oepart.ent of Revenue. The applicable Intera.t rate. 'or 198Z through 1998 arel
Vear Inter.st Rate Dally Intera.t Factor Year Interut Rate Dally Intere.t Factor
1982 ZO~ .000S46 1987 9~ .0002"
1983 lOX .000438 19116-1991 1I~ .DOOlOI
1984 11~ .000301 199Z 9~ .0002"
1985 13;( .000lS6 199]-1994 7~ .000192
1986 I.~ .000Z74 1995-1998 9~ .000Z47
""Internt Is calculated a. 'ol1owlI
INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice II.ued after the tax beca.e. delinquent will refl.ct an Interelt calculation to 'I'teen CISJ days
beyond the date of the allel".nt. I' pay.ent Is .ade after the Interelt co.putatlon date shown on t~
Hotlc., additional Interest .ust be calculated.
,j-- 91/.. /--1
DAVID H STONE ESQ
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'.
BUREAU Dr INDIVIDUAL IAXES
IHlllRllANCr UX DIVISION
nIP'. :80&01
IIA~RlsaUMC. IIA 1111a.ObOI
tI,.I" 11"'111."1
05-18-98
AtlDERSOtl
02-24-96
21 96-0278
CUMBERLAND
202
ORVILLE T
AIIQunt Re..it t.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R-EV:'i6--EX--AFP--ioi:-97j-----.-.-Nb-iicif-OF--OETE-RHiiiAiib-N-AN-O-AS-SESS-HENir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF ANDERSON
ORVILLE
T FILE NO.2l 96-0278
ACN 202
DATE 05-18-98
ESTATE TAX DETERMINATION
1.
Credit For State Death Taxes as Verified
.00
2.
Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
3.397.02
3,
Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4.
Total Inheritance Tax Assessed
3.397,02
5.
Pennsylvania Estate Tax Due
,00
6.
Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7.
Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
"0 (
RECEIPT
NUMBER
:::<!
:0.;
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
:q
~
c::
N
>-
~
~ , ..U
( "
a: P' ~:J
UU
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ,00
"IF PAID AFTER TNIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS TNAN '1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REflECTED AS A "CREDIT.' (CRI, YOU HAY BE
DUE A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
PURPOSE OF
NOTICE:
To 'ul'lll the requlre.ents 0' Section ZI4S Ib) 0' the Inherltanc. and Est.ta T.. Act. Act 21 0' 1995. 172 P.S.
Section 9145).
PAYMENt:
a.tach the top portion 0' thl. Notice .nd sub.lt with your pay..nt to the R.gl.ter of Will. prlnt.d on the
raver.. .Id..
-- "alt. ch.clt or aoney ordar payable tal REGISTER OF MILLS, AGENT.
REFUND (CRh
A r.fund 0' . ta. cr.dlt .ay be reque.t.d by coapletlng an -ApPlication 'or R.lund 0' Penn.ylVanla
Inherltanc. and E.tat. Ta.- (REV-1315). Application. are avallabl. at the Of,lce 0' the R.gl.t.r 0' WIll..
any 0' the 23 R,venu. Ol.trlct OI'lc.. or 'ro. the a.part..nt's 24-hour &nlwerlng ..rvlce nuab.rs 'or 'or.. ord.rlng:
In Pennlylvanla 1-800-562-2050. outsIde P.nnlYlvanla and within local Harrllburg ar.a (717) 787-8094,
TOOl (111) 772-2252 IH.arlng Ilpalr.d Only).
OBJECTIONS: Any party In Intetest not satlsfl.d with the a'''s~t of ta. a. shown on thl. notlc. .ay obJ.ct within
sixty (60) days of r.c.lpt 0' thl. Notice by:
.-wrltt.n prot..t to the PA aepart.ent of Revenue, Board of App.als, Dept. 281021, Harrl.burg, PA 11128-1021, OR
.-.I.ctlng to have the latt.r deteralned at audit 0' the personal r.pr..ent.tlve, OR
--.ppe.1 to the Orphan.' Court
ADHIN-
ISTRATlVE
CORRECTIONS: Factual .rror. discovered on this assess.ent should be addressed In writIng tOI PA Depart..nt 0' R.v~.
Bureau of Individual Taxes, ATfN: Post ASIIsl.ent Review unit, Dept. 280601. HarriSburg, PA 17128-0601,
Phon. (117) 787-6505. Se. page 5 of the bookl.t -Instructions 'or Inherltanc. T.. R.turn 'or a R..ldlnt
Dac.d,nt- (REV-lSOI) 'or an .xplanatlon 0' ad.lnlstretlv.ly corr.ctabl. error.,
PENALTY:
Th. 15~ t.. a.nelty non-partIcipation p.nalty I. coaput.d on the total of the ta. and Int.r..t a.sa"ad, and not
paid b.for. January 18, 1996, the 'Ir.t day aft.r the .nd of the ta. nanl.ty p.rlod. Thl. non-partlclp.tlon
p.n.lty I. app.alabl. In thl .... .ann.r and In the the .a.. tl.. p.rlod e. YOU Mould app.al the ta. and Int.re.t
that ha. b..n aSS..led .. Indlcat.d on thl. notlc.,
INTEREST,
Addltlon.1 P.nn,ylvanla Estat. T.. .......d a. a relult of a chang. on the f.d,ral E.tat. T.. clo'lng
I.tt.r b.co.e. delinquent .t the ..plratlon 0' one (I) ~th 'roe the data the 'Inal notlc. 0' the Incre.sa
In faderal E.tate Ta. II r.c.IVld.
T.... which bacn.. delinquent belor. January I, 1982 bear Int.r.st at thl rat. 01 sl. (6~) p.rcent par annu.
calcul.tad at a dally r.t. 0' .000164. All ta.a. which b.ca.. d.llnqu.nt on or a't,r Janu.ry I, 1982 will b..r
Int.r..t .t a rat. whIch will vary 'ro_ cal.ndar y.ar to calendar y.ar wIth th.t rat. announcad by the PA
D.part.ant of Rav.nue. The appliCable Int.r..t rata. 'or 1982 through 1998 are:
!!!! Int.rnt R.t. O.lly Inter..t Factor V'.r Int.r.st R.te Dally Intere.t f.ctor
1982 20iC .000548 1987 .~ .00OZ41
1983 16;( .00008 19"-1991 Il~ .00nOl
1984 11~ .000301 .99Z .~ .000247
1'85 U~ .0003S6 199]-1994 7~ .0001'2
.... 1D~ .000Z14 1995-1998 .~ .000247
....Int.,...t II calculat.d .. '0110..':
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. IlIu.d .ft.r the tax becOll. dallnquent will r.IIKt an Int.,..st calculation to '1ft.." 115) d.....
beyond thl d.t. a' the ........"t. l' paraent I. aada I'tar the Int.r..t coaput.tlon d.t. .hown on the
Notice, adcllt10nal Int.,...t ...t be calculated.