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Home My WebLink About96-00311 '::l/cI/<' f~1 Il , (11.\0 AIlOU'1I11.\ ItETITION ...01( PIWHATE and GI(ANT 01' LETTEI{S 21-1)(,- .3/1 Dillt' Pcl!."r No. To: Social Sl'ntruy No. _ /1l'n'II,\!'d. 277-07-72'13 R<I'i,lel III \\,ill, 11I1 IlIe {'II\11I1Y III Cl1l11b".l~liU~(L._ ill IlIe ('1111lllltH1Wl'allh of PCIII1\yl\'ania Till' P"'lilinll III Ihl' Illllkl...igllnlll'''Ill'\,.'lIl1l1~' Il'Pll'\l'lIh Ihill: YOIII p"'lllitllll'I(\), \\110 i"/;lIl' IX )'l'.II' 01 ag\.' Uloldl" alllhe l""'l'IlL or:; n~___~_.___.____~ 1Ii1111l.'lI ill 111< la'l \\illlll III,' ah""',\rn',klll, d,lIe,1 _ JUlie .1, __ ...._..________._____. 19--9_L ami \,.'odidll\) tl"'l.'d 1l91lc. __________..___u___ ~".e._g".lI_l1ll_cJiI ti.oll..fUcd ....______ .___...u______ l'I.lll' Il.ll.\;llllllll"lllll\l.lllll.... l'.~. fl'lIlllh:hllillll, Ikillh llll'\l'niltll. ell'.) \)e"elldelll \\a, dll1l1idled al d<alll ill _.C_1.!JlJQQj:...LiI.n..cL_____.__ _ COllnly, P<nn,ylvania. wilh h(is____ la,1 la\l1ilv or I'rilldl"ll ""iden,,< al _3_7.1_Dc.1 \'cdC..I:<LS.tr.CC.t.,_Cill'l is] "'_ _J3_0r.<?~lg1!.ClLt;i1J:'l..i.!5_E!..),_R.e_nn~ 1 vani,!__ . Iii.., "Il't'I. IILllllhl'r alld 1lI111l(if1;thl~) Ikeendenl,lhen 82 yeal' of aI"" ,lied ___Mi\xch...l.7,.. _______..._._.19_9_6_, '11 l:;(Jhr.1. t.l, L.lIlc.u; ter COUll Ly, l'cllll:';y 1 villlia .._ __.____, E,\CCPI tl\ h1110\\'~. dl'l.'clklll did f1(lIl11arry. Wl1\ Ilol divlHccd ilnd did 1101 lIil\'C a chilc.l horn or adoplcd af1<1 <\<<l1lilln of Ihe \\ill ofln<d fill pmhal<: wa, nullhe "ielim of a killing and wa, n<"<1 mljl1dieal<d inCllmpelenl:__ __.Jlq_~~~ep_tJ<?}ll3 _____________..__ _..__ Dcc~lIlh.,1l1 HI dcalh o\\'lIl.'d PIOP~IIY wilh c\lillliltcd valtll" a, rollo\\'~: III' domidkd in 1'01.) All pel,"nal pIOp<r1)' III nol dllmidkd in 1'01.) 1'<1,"nal pmpeny ill 1'<l1n,yl"ania III' nlll domidkd in 1',1.) I'cI\l111al plOpeny in COl1nly V;:lllle or rcal c.'lalC ill PCIIII'yh',lIlia \ilUalct.I a~ follow.\: ___ __n_9ItQ 4_ ___._____ ____ S _U..ll.Q.s...tima ted S S S \\'IIEJU:J'(JJU:, peliliol1el(') Irspeelfl1l1y 1"1/11"'1(,) Ih< pwhal< of Ih< 1'1\1 will and rodidl(,) prC\ClIll't.1 hnc\\'illl i1lld IlIl' !!ranl l,r Icllcr\._ ~_~ ~l~cs_~E_mcn tit.!:}' 111l:r0I1. Ill'\lalll~'III;IlY; ;lIllllilll\II;llitlll ~'.I.a.; adlllllll\llillillllll.II.I1.~..I.il.) " ., " " ~Z "" <<" " .,0 c-;:: -0:-;: ;:d: ti..... :;0 :; c ~., ,;; 'i /..-1 I ~~/, , -~? ;~;1A'..c;'c!. 4."W../---- 'Susan P. Rubendall -if6-- Kilhler HOi\d .------- ){iTleJ::sQurg,. PA .1]O(l':"-'='-=:::: ..717...-_692.,,3928___ ____ SSN:_ _206-36..,5883 ..._. ..______ &' /1 . 1 ~M-_J !.L~ Financial Trust Services Comppny, _~_,!ne_F. l3urke, 'l'rust Officer)lC(<"..ll'\.o _.p_' O. 130x 220 :i-:=JtL\"u~lo..1.,,)1 ((l __ C ar.1i s.1.c, .J'A..l ]_0..l.3 .__717_=--240=.4..5.0_,1 ----~- -.-...---- --- - -.. -~.~_.. -.- . -~ ---- '4 ~_._~_._._ __._. ___u__ __ ___._._ OATil 01' PEHSONAL HEltlmSENTATIVE COMMONWEALTH OF I'ENNSYLV ANI A I ., . ~:s COUNTY OF _ CU~1I3ERLAND I The pl'liliolll'l(\) ahl)\'c-lIi1l1ll'd \\\'t'tll(\) 01 affirl11(\) Ihal 111l: \latcl1ll'nls ill the forcguing pelition me Irtll' ilml L'Orrl'L't In Ihe hl"1 of Ihl: knowledgc ami helicl' of pCliliollcr(\) and Ihal as personal rcprCSClla lalil'C(') 01 Ih< al1l"< <I""edelll p<liliollC1(,) will w<ll '"~d Irl1ly admilli,ter Ih< C,I,II< ac<ordillg 10 law, SI'OIl.ltO ".1. allill.II~,.d.T.a.I.I,.I..,II.I."C1ihed. ~~.~ .~~. ,h'.t:!!t.LL_.__ !!> h1.'i'oI" III" Ihi, IS ,h\' of SUSilll if:-1~UI)cnailll .... 1ill~~e~~~ ,~t'-i di~~:Z:lW 7?ffti:n-4n-cA~l-'q_U_&L~_1:X_i_C_~S_sJJll<,.'"-J(lTi i (I Mil ry C. Lewis, Hl'):;.I/'" . (.1-f4iLl\L.,.'jl~/b--d~u...l..-l.J.Ii3~j (~ 1.5-(1'1- -3 .gillle 1'. Burke, Trust Officer Nil. 21-%- 311 Estatc III" H. Dill(~ Parr , Ikccllscd nEClmE 01' PlwnATE ANn GnANT 01' LETTEltS ANI> NOW APR I L 15, 1'I-2JL, ill cOllsidcralionof the pelilioll on the reverse side hereof, satisfllclory proof having been presellled before me, IT IS I>ECIWEI> Ibat Ihe instrllmenl(s) d:lted Junc 1, 1 <J 'I 'I described therein be admilled to probllle :\IId filed of record "' Ihe IllS! will of H. Dalc Parr :\IId LellClS ~r.QJil.illl!l.lliJ;MY me hereby grallled III Susan P. Rubcndall and I' inanc ial 'l'rus t Sc rv iccs Company. Successor to Farmers Trus t Company (,J I . , ?''J''f-).J 17....:( . , . _ ') W-t.- If LtI) I~! "'7/ K<g;,I<I Ilf lI'ill, Mary C. Lewis () c FEES Probllle. Letters, Elc. ......... $ 410,00 Sborl Cerlificates(2 ) . . . . . . . . .. $ 6,00 Reuuncilllion ................ $ 5.00 X-pages 3b.UU JCP .- L_'5-;i)O TOTAL _ $--1.QLQQ Filed .... ~P.~! ~. .1.~ I . ! .9.~~. . . . . . . . . . . . . . ^'ITOKNEY IS"I', n. 1.11. Nil.) Robert R. Black, Esq., ID ft06267 -31i-Soll~h lIil.110""r !Oll' . r.,rl isle, Pl\ ^lInKESS 717 - 243-3727 1'1I0NE (l(tad.l...lJi..l,.1L 1),it,!Yi t.. Iii. 1'//' j /1' 7' ~)(, U 0~1':- ",'0 nn ~ ::0 C g :Dcu =' n n ,.j C' I~ ., ;;g . I "" o. I ~ .. ." ~) 1 "1J ;:;" i:, N c '" 2.- :\)<- i.:J )>;:1 - Called bank on 4-16-96. WAIlNING- n 15 ll.lEG^l. TO At T[H tHIS COpy on 10 UlIPllr:^T( BY PliOTOSf^1 on pltO]O(;I1^PII CO~"HHtWI^1 fl. lit f'f NN!1YI \IAN'''' III JlAlll~INl 01 III AI TIt \llfAI HI COIlO~ LOCAL REGISTRAfl'S CERTIFICATION OF DEATH CERT. NO. 3046135 /\~\iii'olpi"'" , .~ '/ '., I"". . ;r.. .i..~' _......'1,.\~ '.~; . ~'. - \j~' (!~.~': .~ ..}l \\~ r.tt\,. ..- ,~~ 'it:.t .'" !...\-'\,:, ~~~j~;~' 3-19-1996 ~,'I'" ! :'\ ..,t j,',';-;'~.~',.~,:';.~"- Name of Ducedent ---. Russell Dale Parr -.--- -- ._....-.- ------~--- - "---i '.., I': .' . --'-,"'-,: -...- Date of Death 3-17-1996 Sex~le__ . _ __ _ _ Social Secullty No. 277 - 07 - 7213 .. ---.-....--- _..._----~-- Date of Birth ._6-_1_~=!~.lL_ Birthplace. Newark,Ohio .____ _____..._ __._____u.__.___ _____________...___ Ephrata ___.J:.~~!!Y.!Yaniil. Place of Death_Morni~ Glory_!.I~.___..--l.<Inc::~!;~~------- I..... t, ,,~,.... .. .. . '. '...ll,..'".-I",..l,......'... Race ..J'!.i:!ite-----..Occupatlon __Qwrl~r. __ Armed Forces? (Yes 0' No) .___l.:l~_---_- Decedent's Marital Status _}1<l!:l"lec:L.-- Mallmg Address 371Beleveder_~ St.,._CarlisleLl'~ .l?!HI.____ ',. I..' ',""" '..'Y"" 1,'''''' :,111" Informant__Sa.l!'!cga_Hal!l.ll!:on Funeral Drreclor Name and AddreSS of Funeral Establishment__~tradlil1gft1ll~ra.l. Hanes, Inc., _ 201 G. Tanlinson s_tr~dJiE9, III ChurchA~e'-'m_~'!.teL PA 17522 I nterval Between ; Onset and Death Part I: Immediate Cause ._-.-~~~---- (a) ___C;lrqi<lc.-Ar!"hytlun.!<L..--- .- .._------- ._-_._-~- (b) _______ -.- , -- _.,,-- .-~".... -< - -.-....-------. .._.--~--~----.. , (c). .._____.__ ..---- --- -,,,.- ---- --'--'-.-..'--- , (d) __________________..__ Part II: Other Significant Conditions Cerei:lFal Vasc.l-1lar_~cc:lc1~Jlt. , ..------.-----_.0- ------.. --_..._--~ .---.- Manner of Death' Natural >00 ACCident 0 Suicide 0 DeSCribe how injury occurred: Homicide 0 Pending InvestigatiOn 0 Could not be Determlnud [1 _ ___....._~".___________ 4___'__ -.- ....- ...-..__.~....--.._--~---_._.-------- Name and Title 01 Certifier ---.-\iil:liflIlLE...J.'01l9ElI1Elclser, ..D.Q..--_ ----..--.----- (M.D.. D.O.. Coroner. M.E.) Address __..4i!24..0r_t;!99f1_Pilse,- .l3J.'9WI1S.\;q,.m,. _ PA_.1750B.. ----~-_..._---~---- This is to certify that tl10 information here given is correctly copied from an Original certificate of death duly flied With me as Local Registrar The onglnal certificate will be forwarded to the State Vital Records Officu for permanent filing. ) . \ (\ c r\ , _\'di:hX2.tIlL.L-_~\.V\.q:~~..~v~339 .",.' 11"j'''''' ",I ~',I.' fl.-.:"''''.........-~ D'I'''r'''''' 3-19-1996 Jl_:U~_...Ql)estJlut st. ~ata Boro. -O;i;f;-;(;;;;;;--r;;T,;;..~'I~'-- -- ""Nl A.M''''''' C'''l n,,-"OU\J"l l"",M'''P 21 - 96 - 311 00 ~ :I]ffi1 cit 3=< "'0 c~ a' R (' "'ii , Q ~~' :;0 ; ~~. c.. I . ;;~ - ~ r, ~'.' F -0 ....:.. 0 =...t1: Cl N in So "01; W ;:>;::1 ~ .... ~~ - M ,. 0 !!! N 0 (1)= a.. tJ ... t.} ::-- '0 :..::...0;- .' Cj'O .... to ';l I , ~::; ~ 1 i1 O"t;j c.. '".' 0.[;) .u -Co ow ~ WE wo: uO 0: " . ~ 1U P< III .... 1U Q Cl. Cl. ~ '" Ot;g ::CooS ::J~~~ !:lG9~~ tt:~OiI'J o ~d ~ ~;i~; ",51", -\O::i 0", '" Z < < CJ ....I . . . ... it , ll: . ~. ,. - . " .... L~ST WILL ~ND TESTAMENT OF R. D~LE P~RR I, R. D~LE P~RR, of the Borough of Carlisle, Cumberland county, pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last will and Testament, hereby revoking all wills and Codicils by me at any time previously made. ITEM I: All inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM VI of this Will as an expense and cost of administration of my estate, prior to the funding of any trust created under such ITEM. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my estate and be governed by the provisions of this Will; provided, however, that I specificallY decline to exercise any power of appointment given to me in any Will, Codicil, Agreement of Trust or other instrument executed by my wife, Ruth C. Parr, (My Wife). , q.:1 ./, , ,-' ./, initials . .. - ITEM III: I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel and all other like articles of household or personal use or adornment to My Wife, if she survives me. If My Wife does not survive me, I give such articles to those of my children who are living at my death in as nearly equal shares as they shall select under the supervision of my corporate Executor. If any such articles cannot be fairly divided or distributed in kind in the opinion of my corporate Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. ITEM IV: (a) I give and bequeath to each of my daughters, Saundra J. Hamilton and Susan P. Rubendall, an amount equal to that which I have given to my daughter-in-law, patricia M. , , cochran, for the education for my grandchildren Leah and Zachary Cochran. The total amount given to the said patricia M. Cochran for the education of my grandchildren is among my records and such sum has been receipted for by the said patricia M. Cochran. Should either of my daughters, Saundra J. Hamilton or Susan P. ! ~ , Rubendall, predecease me, I give and bequeath their respective sum under this paragraph to their issue, per stirpes. ITEM V: I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with this ITEM for the benefit of My Wife and my issue (herein referred to as the "Unified Credit Trust") an amount equal to the balance of the f( 'I' .) . ". I ' initials . .. - dollar amount not taxed in my estate due to the application to my estate of the unified credit against federal estate tax (the "Unified Credit"), after deducting therefrom the value, for federal estate tax purposes, of (a) assets included in my federal gross estate which pass or have passed other than under the terms of this will and which will utilize a portion of the Unified Credit, (b) any bequests under the preceding ITEMS which will utilize a portion of the Unified Credit and (c) adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate. My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and: (a) If My Wife survives me, beginning at my death, my Trustee shall pay over the net income of the Unified Credit Trust to My Wife during her lifetime, in installments not less frequently than quarterly. In addition, my corporate Trustee shall pay such amounts of the principal of such trust as, in the sole discretion of my corporate Trustee, may be necessary for the maintenance, support and medical and nursing care of My Wife, taking into consideration any other means readily available for such purposes. (b) My Wife shall have the noncumulative right to withdraw in each calendar year, upon My Wife's written request to the Trustee, amounts from the principal of such Trust not exceeding in the aggregate in anyone calendar year the greater of Five Thousand Dollars ($5,000.00) Dollars or five percent (5%) of the value of the principal of the Trust at the end of such year. (c) Upon the death of the survivor of My Wife and me, my Trustee shall distribute the principal and any undistributed income of the Unified Credit Trust in equal shares to my three children, Saundra J. Hamilton, Thomas P. Cochran, deceased, and Susan P. Rubendall, or their issue, per stirpes. (d) Should any of my children predecease me, my corporate Trustee shall divide this Trust as then J . ) !f,2..I. initials constituted into an equal share for my deceased child and further into equal separate shares so as to provide one share for each of my grandchildren and hold such shares, IN FURTHER TRUST, the income and principal of which shall be held, administered and disposed of as hereinafter provided. (1) until each of my grandchildren attains the age of twenty-one (21) years, my corporate trustee shall be fully authorized and shall have the sole discretion to pay to each such grandchild or to expend for his or her benefit so much of the income and principal of such grandchild's share as my corporate Trustee shall deem necessary or desirable from time to time for his or her support, health and medical care, and education, taking into consideration all other income and other resources available to such grandchild for such purposes from all sources known to my corporate Trustee. Any income of such grandchild's share not expended under the provisions hereof shall be accumulated and added to the principal of his or her share. When each of my grandchildren attains the age of twenty-one (21) years and until complete distribution of his or her share, my corporate Trustee shall pay to each such grandchild all of the income from his or her share in such periodic installments as such grandchild and my corporate Trustee shall find convenient, but not less frequently than quarter- annually. In addition, my corporate Trustee shall be fully authorized to pay to each of my grandchildren or to expend for his or her benefit so much of the principal of his or her share as my corporate Trustee, in its sole discretion, shall deem necessary or desirable from time to time for his or her support, health and medical care, and education, taking into consideration all other income and other resources available to such grandchild for such purposes from all sources known to my corporate Trustee. (2) When each of my grandchildren attains the age of twenty-five (25) years, my corporate Trustee shall pay over, transfer, convey and distribute to him or to her one-third in value of the then remaining principal of his or her share of this Trust, discharged of the trust. When each such grandchild attains the age of thirty (30) years, my corporate Trustee shall pay over, transfer, convey and distribute to him or to her one-half in value of the then remaining principal 4 I?l.r! initials ~ of his or her share of this Trust, discharged of the trust. When each such grandchild attains the age of thirty-five (35) years, my corporate Trustee shall pay over, transfer, convey and distribute to him or to her the then remaining balance of his or her share of this Trust, discharged of the trust. (3) In the event of the death of either of my grandchildren prior to division of this Trust into separate shares or prior to complete distribution of his or her share, then upon the happening of either event such grandchild's share, or the remainder thereof, shall be held, IN FURTHER TRUST, for his or her then living issue, per stirpes; and if upon such grandchild's death, he or she has not then living issue, then such share, or the remainder thereof, shall be added to the share for my other grandchildren and shall be held, administered and disposed of as herein provided. (4) The shares, or portions of shares, for all issue of my grandchildren shall vest in such issue as hereinbefore provided, but shall be retained by my corporate Trustee who shall expend on the several beneficiaries for their support, health and medical care, and education so much of the income and principal of their respective shares, or portions thereof, as my corporate Trustee shall deem best and shall accumulate any income not so expended and add such income to the principal of their respective shares, or portions thereof, until each such beneficiary, in turn, attains the age of twenty-one (21) years, at which time the then remaining balance of the principal and accumulated income of each such beneficiary's share, or portion thereof, shall be paid over, transferred, conveyed and distributed to him or to her, discharged of the trust. If such beneficiary dies before attaining the age of twenty-one (21) years, such share, or portion thereof, shall be distributed to his or her personal representative(s), discharged of the trust. ITEM VI: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, 5 11. L /~ initials . ~ . administered and disposed of in accordance with this ITEM for the benefit of My Wife (herein referred to as the "Marital Trust"). My Trustee shall have, hold, manage, invest and reinvest the assets of the Marital Trust, collect the income and: (a) Beginning at my death, my Trustee shall pay over the net income in quarterly installments to My Wife, during her lifetime. Additionally, my corporate Trustee shall, during the lifetime of My Wife, pay to her such portions of the principal of the Marital Trust as, in the sole discretion of my corporate Trustee, may be necessary for the maintenance, support and medical and nursing care of My Wife, taking into consideration any other means readily available for such purposes. (b) Upon the death of My Wife, during the continued existence of this trust, my Trustee shall Convey and pay over all of the remaining principal of the Marital Trust, to or for the benefit of such person or persons or corporation or corporations or other entity or entities, or the estate of My Wife, in such amounts or proportions, and in such lawful interests or estates, whether absolutely or in trust, as My Wife may have directed, either by instrument filed with my Trustee during her lifetime exercising this power of appointment or by her Last Will and Testament. This power of appointment shall be exercisable by My Wife alone and in all events. If the above power of appointment is for any reason not validly exercised by My Wife in whole or in part during her lifetime or in her Last Will and Testament, then upon her death such portion or all of the principal of the Marital Trust or such interests and estates herein as shall not have been validly appointed by her shall be distributed in accordance with ITEM V of this my Last Will and Testament. If My Wife does not survive me, then the assets which would have constituted the foregoing trust shall be distributed in accordance with ITEM V of this my Last IHll and Testament. ITEM VII: It is my intention to conform to the provisions for the allowance of the marital deduction for federal estate tax purposes. I therefore direct that any provisions of this Will 6 I {.'t. /.:J initials . . . notwithstanding, the powers granted herein to my Executor and Trustee shall be construed in accordance with said intention and shall not be interpreted or exercised so as to disqualify the bequest under ITEM VI to the Marital Trust. ITEM VIII: No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM IX: Any person other than My Wife, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If My Wife and I shall have died at the same time or under such circumstances that it is difficult or impossible to determine who shall have died first, My Wife shall be deemed to have survived me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder 7 I,'.GP initials \. or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. ITEM Xl In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries; subject, however, insofar as the Marital Trust is concerned, to the restrictions set forth below: (a) death so advisable To retain any investments I may have at my long as my Executor or Trustee may deem it to my estate or trust so to do. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments." (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instrument to the purchaser or purchasers, conveying a fee simple title, 8 r )) ,'/) L, I I initials free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying our any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this will. (e) To mortgage real estate; provided, however, that this provision shall not apply to real estate which is an asset of the Marital Trust; and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor, or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes; provided, however, that this provision shall not authorize borrowing from the Marital Trust. (g) From the same source as from which Death Taxes are to be paid in accordance with ITEM I, to pay all costs, Death Taxes or other taxes, expenses and charges in connection with the administration of my estate or trust, and my Executor shall pay the expenses of my last illness and funeral expenses; provided, however, that no such costs, Death Taxes, expenses or charges in connection with the administration of my estate shall be paid from the assets of the Marital Trust. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any unincorporated business, including any joint ventures and partnerships, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate or trust. (j) To assign to and hold in my estate or trust an undivided portion of any asset. (k) To hold investments in the name of a nominee. 9 I)' ':: . ! initials . (1) To compromise controversies. (m) To carryon any business owned by me at my death, whether or not in corporate form, including the power to delegate the management and operation of the business and the power to sell or liquidate the business at such time and upon such terms as it deems advisable. (n) Only property which is fully eligible for the marital deduction for federal estate tax purposes shall be assigned to the Marital Trust. Notwithstanding anything to the contrary contained in this Will, my Trustee shall not retain beyond a reasonable time or invest in, as an asset of the Marital Trust, any property which may at any time be or become unproductive. ITEM XI: In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction; nor, as a result of such election, shall any compensating adjustments be made between income and principal or in the amount of any gift under this Will to my spouse intended to qualify for the marital deduction for federal estate tax purposes. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valuation date; nor, as a result of such decision, shall any compensating adjustment be made in the amount of any gift under this Will to my spouse intended to qualify for the marital deduction for federal estate tax purposes. ITEM XII: If at any time any minor shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law or otherwise, I appoint my hereinafter named Trustees as Guardian of such assets authorized by law payable to such minor. The Guardian may receive, 10 initials . . administer and shall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, graduate or other education, without securing a court order. The Guardian shall have all the rights and privileges in its capacity as Guardian as are herein granted to my Executor and Trustee as to my estate and any trusts created hereunder. ITEM XIII: I hereby appoint Ruth C. Parr and Farmers Trust Company, Carlisle, Pennsylvania, as Co-Executors of this Will. In the event my wife, Ruth C. Parr, is unable or unwilling to act in such office, I hereby appoint my daughter, Susan P. Rubendall, as Co-Executor. If for any reason either of them should fail or cease to act, the other shall act or continue to act with all of the powers granted to the two of them. All references in this Will to my "Executor" shall refer to my Co-Executors or to my sole surviving Executor, as the case may be. ITEM XIV: I hereby appoint my daughter, Susan P. Rubendall and Farmers Trust Company, Carlisle, Pennsylvania, as Co-Trustees of any trust created hereunder. If for any reason either of them should fail or cease to act, the other shall act or continue to act with all of the powers granted to the two of them. So long as a beneficiary of a trust hereunder is a Co-Trustee, she shall not participate in any discretionary determination of the Trustee to distribute principal or income of said Trust to or for the benefit of such beneficiary. All references in this Will to my "Trustee" shall also refer to my Co-Trustees or to my sole 11 initials COMMONWEALTH OF PENNSYLVANIA 55: COUNTY OF CUMBERLAND ,'11: I'(t We, R. Dale Parr, Robert R. Black and ': l'j~l'''( ;\ the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will, and that he had signed willingly (or willinglY directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness, and that to the best of their knowledge the Testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. I') '-I '.['. (, '.'-__.~ U' 1-' '-< v'- Testator R. Dale Parr . (lJe:) ~ Wltness Robert R. Black ~ef?~ witness subscribed, sworn to and acknowledge before my by R. Dale Parr, Testator, and subscribed and sworn to before. me by ~obert R. Black and t IIllI/-)~' /) , ..'l fI, I (, ~ witnesses, this I,.d day of' \I' ( 19* . /' , I 'j; Notary , ,J \ , . '. I : \ public II; i tmNllAL SfAl SUSAN K. GUYBl. ttJlIlY NlI1c Carlisle. Cumbellanll Coulty Mv Commission EJIllres Sept 4. 1995 13 / .:") - (1 rl_ 3 ~OnDAJE90FOrATt1AH[RI~/3I!OtC.iECK t1[UE IF A 5POU~Al INHERITANCE TAX RETURN !'.9"-,.n,!.E,,!,.DI,.I~C,,,I"'ED [] -:-.o"""MAlrHor"..mVAH<A RESIDENT DECEDENT FILE NUMDER ~~'='F~=~~~Ji~~.~,____._. ..1.._ .~'<<IJ~O T~~.~~c~~~%~~k~~I~),=_.5.0~~~~;O~~~~~~tAn__~Y.QtL OEC[O[~"s ~AU[ (LAST. rIAST. AND ""IOOlE INlflALJ DECEDENT'S COUPLET[ "'OORESS Parr, A. Dalo 371 Belvedoro Stroot t-----~-__ __ ~~_ __ ....-_..~_..______~___________ SOCIAl. SECURitY NUYOER I OAT[ Of OEAIII I DAfE or DlRTH Carlislo. PA 17013 277-07-7213 L~~JI96 _. .__._ .L. 6/19/~~.._._._ C.""" Cumborland SURVIVINQ SPOUSE" NAME IF APPUCADlQ 1 ~OCJAl SECURITY NUl.lIl[R I AUCUN' RECEIVED 15fE INSTRUCTIONSI Ruth C. Parr ___ ~2-36-'p670___ 677,136.85 rn I. Onginal Return L_j 2. Sll~pl'ln\lIll.1 Retur" . o 3. R.mainder Relurn (for dall' prior 10 12-12-82) C' 1 4... FUMe Inle,esl Compromi.. []:; 5. Fede,.' Eltele Tex (for datel of dealh after 12-12-82) RelUr" Required 00 a, Decedent died Tellall 0 7. Decedent Maintained aWng Trull 0 a. Total number of Sare Dep011t Attach co 0' Wil Attach co 0' trult BoxlI ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DE DIAECTED TO : NAME I COUPlET!:: UAJuNOAODRESS Financial Trust Services Compony Farmers Trust Company TEUPHONENU.." I 1 West High Stroet 717 -240-4504 P.O. Box 220 ..... ... . _Car!is!o,J:>AJI013____..~._u 1. Reel Eltate (Schedule AI (I) 197,000.00 2. Sloel.. end Dondl (Schedule D) (2) 570,074.30 3. Closely Held StockJPanne1lhip Interest (Schedule C) (3) None 4. Mongages and Noles Receivable (Schedule D) (4) None 5. Cash, Bank Depolitl & Milcellaneoul Perianal Propeny (5) (Schedule E) 15, Jointly OWned Propeny (Schedule F) 7. Tranl'erl (Schedule G) (Schedule l) 8. Total Groll Allell (total Unes 1-7) o. Funeral Expensel, Adminiltrative COlts, Miscellaneous (01 Expensel (Schedule H) 10. Debts Mongage Uabihlies. Uenl (Schedule I) 11. Total Deductions (total lines 0 & 10) 12. Net Value of Estate (line 8 minulline 11) 13, Charitable and Governmental Bequelts (Schedule Jl 14, Nel Value Subject 10 Tax (line 12minu::l Jine 13) 441.40 o 4, Umit.d Estate (e) (7) None None (101 (e) 75,974.17 14,404.68 (111 (12) (I~I (14) 394,094.89 x~... 283,041.96 x .oe ::::l 0.00 X .15 ... (IB) 767,515.70 90,378.85 677,136.85 ---------- 15. Spousal Transfer (for dales after 15-30-04) S.elnltruclions ror Applicable Percent on Reverse (15) Side, (Include valutI from Schedule K or Schedule M.) ta, Amount of line 14 t..able a a% rale (Include \lalulI from Schedule K or Schedule M) 17, Amount 0' line 14 taxable at 15" rate (Include valulI from Schedule K or Schedule M) 18, Principal I.. due (Add tax from line 15. 18 and from line 17) 10, Credit I Spousal Poveny Credit Prior Paymenls Discounl 0.00 + 38,000.00 + 2000.00 677,136.85 (re) 0.00 16,982.52 0.00 (17) 20, If line 10ls greater than line la, enter the dirrerence online 20. This lsthe OVERPAYMENT 1I[!J_rl-l-~nl1Ti'r.~"'t.'J"I.I'I'" 21.lflln. 18 Is oreaterthan line 10, enler Ihe difference online 21. This is Ihe TAX DUE. A. Enterthe interest on Ihe balance due on line 21 A B. Enter the total of line 21 and 21A on line 218. ThIS is the BALANCE DUE. Make ~heck_Pay~blelo: Reg!~t~r o_f Wllls!__A.oent BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH Under plnalli.. or perJUry, I declare Ihall have exemmed Ihil refurn, mcludmg accompanymo schedules and statements. and to Ihe besl or my knowlldge and bellet, it iltrue, COlTtel and complele, I declare that all real estale has been reponed altrue market value. Deelarallon or preparer olher than personal representatrve is based on all information of which p.!.~p~~er h~~_<!~y~.!!~WI~~g!.__.____~___,,_____________~________~_____ SIGNATiE OF PERJlYN REiPDNSID~ FOR F~G RETURN ADDRESS I A~ Dete .9-:UlC\.t..... -S~Up... 10 ,(/ ,; - '5 Financ ..!..Irust Sorvlces C().'!'PaI!Y__. .~~'!.n~.:.R.l'ber1Cj~n ~~..i..Z._,_ _../ ..J..cllc_t:f:_/'. ___._~I:f ._~~.~_ SIGNAT RE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS !,c'"ri Date Interest 0.00 1~1d:t (t9) (20) 40,000.00 23,017.48 (21) . (21AI (2101 0.00 0.00 n________________ .__________..___________ ________ ______ Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of translers to or for the use 01 the spouse. The rates prescribed by the statute will be: 3% (.03) will be applicable lor the estates of decedent's dying on or atter 7/1/94 and before 1/1/96 2% (.02) will be applicable lor the estates 01 decedent's dying on or atter 1/1/96 and belore 1/1/97 1 % (,01) will be applicable lor the estates 01 decedent's dying on or atter 1/1/97 and belore 1/1/98 Spousaltranslers occurring on or alter 1/1/98 will be exemptlrom Inheritance tax, PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (X) IN THE IN THE APPROPRITATE BLOCKS. YES NO 1, Did decedent make a transler and: a, retain the use or income of the property transferred,..................................................................... X b, retain the right to designate who shall use the property transferred or its income,...................... X c. retain a reversionary interest or ...................................................................................................... X d. receive the promise for life of either payments, benefits or care? ................................................, X 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? II death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .........................................................................., X 3, Did decedent own an 'in trust for' bank account at his or her death? ............................................. X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN, - , CCU""Il)fA':ALfH 0' p(,.,...nYAH'" .,.Nt.HeI 1ot.1 ....,llMH N.IIOlHtOf.CIU(NI _..h,_ _,W,.. .....==--==:...- -. SCHEDULE A REAL ESTATE - =- - FILE NUMDER R, Dala Parr 21-96-0311 (Property JolnUy-own.dwlil,ffliihiorSurvlvor,hlp mUI' b. dllclolld on l:fCfli(JuT.,:-fAlTfl., IItalt should b. ,.portld at ,.Ir mark.t Vllu. which II defined I. the prle. II which properly would bl exchanged bltw.en I willing buV., and I willing 1111". nlUh., b.lng comp.lI.d 10 buv Of ..11. both havlng..!....on.~.!!.~.!!~g~ 0' thl "1.v.nll~.~t~. ITEM NUMDER .r:=''''-=-- +- ESTATE OF D~J!,c;!I!PTI9N VALUE AT DATE OF DEATH 1, 25 Wast Locust Stroot, Ephrala, PA (Solllomont Shoot Allachod) 197,000.00 Tolallallo .nler on line ,. recapitulation) 197000.00 ".UININI:: Till. It . Irr.,II, l,h"lInr. IIr.'...."lrlll. II )1'111 ,t" "ftl f..nr IIIhlrJ~h".t II, ... lour lU" '11I"lIlIn'. t111r.\IN t'U"I'I~II:NI' 1.1:1:.\1. .\H\'IU: 11I:1"11111: SU:NINI: Ir. I~"'rltlr.t I" Cnulll"'rnll.. 11I1't...." .-111,,", .......1...1'" 11..... fIf.1 ,"I.".. UIC1. ~ltI' .,...tlc. .W.""", "",,,,,'r.,,m COHIIHUfPfr:' ~'W~' ..:r~c' t'('IHn,,,,Up lUlU" rlUVnlOlU 11,,01 _I.b 1'111.......1 .C.) 'f.) 1(.) 'C") ,I") .C.) ,f') ,fl) UI) " ,It.) '"',~-~-~."'. , .~~-~---_._,...,... ":-,,,--,,--:,,,,~"">---,,=-'-'~""""" ,l~ 1.nllu,lrr Illlr Anndllltlln 1977 I:llillnll t \ \ IInlrll: L~ (I' (I'" A!;rl~clllelll Fill' Sale or Hen I Estate TIW.!;'rt:r:n el(-'. Mum n. Y.U"1',~ ~'nw;,:, n ~ 7 . flOll",.I. ."'Mll..I';. f,Tln~I'::r I'.... . .r:~.'!I~~:~~.'.. ..'r.~~II:;.I~Y~I.II.~. 1 ?~?-.~...... (hurn"rl ullrll "SI:I.U:U"') .r..t~" IlIull nllll rn"wry In It 1 n^.I:~:. .~~.I~~.'.. c/o M"~.".. ~.~:-,~~J. .ItU.I~~.r~~~I.,~~,.. .2~ .fI.... . .~~.I!~,!':I~ . .1!C?~I?.'. . ~'. ~ ~..t~I::~.~!l.~I.{~ ~ . .I.'P~~I.~Y IN M~ ~.^ . 1 7 O_~ t (llw<j,fltf ullr.1 "lltlYI,:U"'), ,11111 nUYI:H "r.rtt. In rllfrlll.t. nn Ih" Itrm. Ilrrtn'lrr ,1"lrll. Itlt! 'nlln,.lnr, rr.1 nlale tn '.flnra,lrr Cflun1r. l'rnn.,lul1tn (I.".rnhtr rII1l...1 t1u~ "II'rrnitu") t 25 Wr.nT I.OCUfoT nTRBET, t;('IlR^T^, rr.rmSVI.VMH^ 17522 'P; l1uoflltlllltl" .ou.re: IItro.,1 (Utr,l) nook....,., VIII. .,lltce 1.11.. rrlre .I..U I,. ... ~I.IF: .1I.l!~ID.~F:IJ..,!~1l 1IW.P.T.X7S,l':ypl..,!,!I.q\l.~~r!I!............. .l;Jq~r!~l{.S. J~ ~.'17, 00,01.00) Uoltlf". rnrnhle ill (milt. nrCtlll.1Mn In sl:l.u:n. ., rOIlOl"': (If) "nen,n I,nrmtnl" rflll,i,lhll; nr- T Cn,II J bU!Jlnon!l lli'lYs aCLor nl(jncll ^grccmrmt S 19,700100 IAJ In c\cllvcrcll to lluynrl o Non.illlr.r'I' .tnJiIlr, nnu.ntr,nlillh e illite Ilnr"h1f': lit .t111tmrnl or on nUYEU'S drlnuh S -lllrnl,htlllllm~I.ilh 10, all.1 rrcril'lllf "hid. ;. arLuo"tr.I.",r.III,. o 51':1.I.r.(l - rtl Selll"', li!llilll: 1.1IJ'..r, 0' 11111'" t!ttrnw lIr,rul nnmt.lln (':'r~., Acenl" Ar:rl'rmrnl "I "11I1 Ilrrruf. ( ) (X) "nltnee III .dtll'lllrlll $ 177,300.00 TIIII'II S 197,000.00 2. 1111, ^r.lrrtn.."I, /111I1 I1tJYI:n'S nhlln"llnn In IIl"lr. srlllrlllrul- (:I) iJ nJe NUT CONTINGErrr IIll11n JltlYI:I\'S nl,!niullll: lilll'lll.~jlll~ III :'IIIr kilul or .rrrivlnr: ....lIle. l1Ir'ul IDr nllr nlhrr rrnl e'lnle. (It) 0 ^11I~ CONTINGI.:NT 111"'" nUYI:I\'S I1Jnrlllillr. IIY . '. II). .,' rtllnlllh. IIlrtll tnr tllllllr.~r." rill~lIdllr. Inr :'II I~Mt S ..... wilt. in. 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Illluh 'lItl rlllu' t:'luil.lIICIII. ~1"11lI 11'11I" .11..1 nill,lulo'. a.lnll 11",," 111111 lilli'll \~ill,llIw UIt:eIlS, alHlillt', IIllI an7 III lid.., 1'.'IIII1I1II'ull, 1II1iu:.111I II..: 1""I'I'lly. (Ill) 'I'H:I:~ .,,"1 .IIIIIM,I'IY. 11",1 n'OIn:u III 1.1"1I1~ ill 1~I"Ullll.- ""'f 11/1 I" 1"'II.,i..illi~ I" II,c 11Illlli)u; (IV) 1I..llilll; .11111 cuuLilll: fuel (illdulliu; Iilcl"loll-c \f1l1l,1) UlI Ihc Ilrelllhu pi lillle..1 ttlllc. IlInll ur 1:.lali.'1 Ildhu, "I 111Il~cSliuni .IlJ (VI ^"7 il,cd.ll ill\.lu~i,,1IS li,lcll ill IllIl. J(c:), SEI.I.FU \UII;I!Ils lillt., (,I'C III licu, III .((\lfil7 1I1'.rl'clllruh, I" lite 101C'ClliuG llClJ1I1l1l111f1l11l:,,17 Uf "Iii' huc" Ilwll, ,,1,i,11 '_lIlll1hly ,h,,1I11111 III: f:l.lilll>lIh.h':IIIJ7 .ctdtlllflll, (I, (,.) AI ,,'nll'lIlwl. Ihe I"ClIlhl" nllll ..11 1I1111llllclIallll'Ulllcfly (cll;cl'llud) IIIClIliulICl1 illl'.r. S(h) ~II!IIII,,! ill ,ul,~I.lIlli'llIr II,,: ".1111<" ",,".Iili,," ", .11 IlIc,cnl. cac:":111 I..r (I) Ulllillllr7 fCA'"l1I1M'l \lcor .11I1 10',11, (Ill 11.1I",1;~1:'" .IlIY I.illlll", "I,i,). f..1I ur IHutinl 'fW"-I:'Y 11I"7 I,u 110111 1I11Jr.r IIIe 5EI.I.l:1l'S or IItH'EU':; ill""........ 1111) .1.1l11001~c "llidl 1I1I,lIlS "hu l'II~U~lillll II.IS l'l'CIl 'iiwclIllIllIJ\'I':lI. IIr (IV) a"7 I,,-LII'L: Ioy ':lIIiUflll .l""Mill. (I!) N,'illll:r .1.1I11";;C I.y ""l CII~I...ltr ill\ulellllr."illll hylltJ\'I.:n Uf SI':I.IJ:1\ IIUI /lilt 1001.ill~ II' eminenl 11"1I".iu ~h..1I ..",i.l. illlp.lir t1r . c1uy 1I11\'EH'5 uMit:Rli"n 1.. IIIi1Lc :nlllclIlcul l.cICIIIIIII:, IIl1lu, III1\'EU'S Ii. "."" i",~ I'ltui.lull'+1 ill II,n, "!(I>I ~lMII hl-.,:lilIIC lill..I,I..ill.II.I.: hl'uUI\C t1lrll~"I; 1,"1 ill 1"!1lioll U1ilir,alillll ul lhi, 11'1. Iv 1111\'1:11. ~U,I.EH "1~lrC'l III CUlllillllC in (..II:C hi, Ilfe)l:ul ill,*II,UIt:C "IIUlIulIUI, /llIllllIlC '11I1c1I ill 1'011. ;t(11) 1I11hllldiu',y 1ll,lrcll..r 1"lIott..~illll III Illli'EIl 1,~llidlc.cl .11,,11 fh,1 Ul.:I:IlI), ;1lI.1 in c&)e vi I"" ..111 uc.lilllll ."l:lIl1l1ll1r II,,' l'ult:h.l\c I"kc III "cllcllu:1I1 &Ill' illlllr,IIIU: l--..lItdc.l ur colll:dil.le (-cilllcr III ~it:ll.:r Uf Imy ultllll~.II~"c ur 1011":1 1"""IIoI)"CC-) lhcll:lur, IIUYI:n &lnqlh llulitC 11.,,1 if hc t:ulI,illl"lI ~1:I.I.LH':l imll,.Il'u: illlll"-'p,..h: ill /111I""111 UI 1)'I't'. UI j( III: III"-t.s 1"''I,u..iulI 1''''lIIc nlllt'llIrul. III~ .lllluM. 011 IIi" '""1 CII..."..... 1'"11111': bU' h ",I.llli..",,1 '11111101111.. 17IIC1 "1111/11' 1,..liey/i,,~..1 ill'IIfAIIIC AS I.e lIIaYllccm 11111.1':1111.. l'lUh'..1 hi, aill;. 7. SI:I.I.l:n '1"IlJeSfllh lu IIU\'EU IhDI - (.1) ZUllin!:. lIisluri" Ui~hiLl Dud He.lcvcl"IIIIICIII .Ialll:l ulllJClllhu it .1 ahltllln I'ar.. 3(c}. (h) 1I11J (i) i arllll!rAlt I:XCElrr iU uliIyllc !Iute.1 to lhe CUlIIIlUY ItlllC end ut litis pltaCflIl,h- (I,) 'n'CIC AU: 1111 1tC"lIIlilll; lI11~LlIl,:,1 cmillcul 1II1IIIaiu J1,occcllillr.t allll 110 "1'PfOIUlllioll!l II)' fillllg ur Sl..h~ lliCll\Woy 111.111) ill IIle Hcclllllcr'a Ulfjt:e .lftl;liIlG IlIe IlltlllhCJ. ul whkh Ihe SEI.1.Elt has Lllo",. Inll:r.; (r:) Nil 111111 "llhe 11IclIIhcs. cu~elft within ulilil)' ,c~c"e IlIip' ill JC\lclul'lIIcnlt or wilMu Iccallilllib III hi,;lllf;I),t. h. l!I III Mlllcull:nl 'filll,c, !lul,jcd Iu 1111)' t;III1CIlIIY'"\C,11I1 clllulcc"ltle ClI!1CllIclIII..r 1117 ulIller. 1;10111I111 dClllic ..I Idq,luJllc "IMc IIr ,cwer. ,;3t ur w.lle:r pip.: !Icnill'; ulller Ih'l1lhc~ l"tll1itu" IllY I'dlul. llllll 1"01,111111 I.il":lilll~ Ilr I'Ill.1ie ~1"11I1 ,"cuer, IIr allY ulhcf !',aCUlcn' \Which is lIol 11111.;tU:1I1 "Ihlll rtlton' ,.t.ll~ I'I,pi~oIl i....I..:lli"u; (.1) N.. plr"'~1I1 1I\r. ur cu".lilhm ul Ihe 1"(lIIi,,, \'iul.;tIO allY clIl"lccah!e huiMillt~ UJ Utt luhldioll ill 1111: ,h.lillllllillc; Du,1 (t:) Nllllnn'lIIf'1ll "" ;IllY 11II1.Iil: illllllll..-cllIrnl IloIs I,ern lIl/l,le AI;nil"llhe luclIlise, ,.hieh fctnllillt un. II00i.IIIl,,1 UII "'111. Ifllt l..t'lIt"'lII1I1LIIIT,I, 1111 allr 111I1,lie illll"llvrlll':1I1 I,,;illl; lillllll.:c.1 ulI all InUlIlle,,1 !lul, till, ."I)dIChllu ," l,t~lIdllilll; II..: pll.:lIl1,e'. III "hi~h :;t-: .I.EIl IIIIt LUII"Ic"l;c. 1111,11111 1I1I1it.c UI IIIJU Ii", l.n:1I ICl.:liu..1 Ioy SI:l.I.EH III his o1licIIII,.flll nll1 r,II'fi'lllllltnl.11 .lIllhlllily It:lluililll\ dlc .Iuilll~ "' ""11. "I tnlledi'lII III ~..ItII'lillIU 1111 tllc prellliJCJ "hi..II 11l'l!llllllllc(lIliJIIII,liell ",ilh. UI whir fUllcrllu ,.l.id'.Ir.'~' 1IIr.1I1 i, 11,,1 111;..1,: ill II ..1I1,u'lurllt 1'.Ha;;r;II'!. htll"u' ,n III lillll~'. Lutl An.l/ur J,uldclI (lit l,dWCCll ~EU,L:ll II hi IItJ\'1:I1) "'l'IJlIII.IiIlIl'C, 0' II' lu IlIilI'CUlllllliAIIL~. ol'pe.ll IlIule.ltuu, dc. U. (.) SC'\Yrr 11111 \f.aler Wlh ,1IAIII,c allllClrtilllll',111J .llIle ul ,(tl1r.menluf Juiur J(li~ef' u'llouc:ulon, hllr Irlll.alt "I "1I:1l1h I.. \W11O'c IllIucnhlll nlJYEIt is hLillr, :llIhic'" ,1'oIlIl,e al'I'ollillllt:lllU ,ale u( ,d. Ilt'lIIe/ll. III "lli,l. ,illlc ..11 \WI iUllI 1.'01,'" ,11..111,1: oI..\ii~llnl ,11111 Ildhl"lr.llu 1It1\' -; t Heally 11.'"((1 luu "11.1 11111I11..1 11'.11 1,l.lh~ loUr.t ,1".11 I,e ".,i,1 CIf AI'I'''lliullr.llIs &Iitlnl ill I'on. 3(11) .IIJ (e). (II) 1"'r.~II""lll'll.ulr 11t~Clil'lilll1. IIrkllo"lr.lr,ml'lIl' In .I.T.I, IUI,llllrl"li/J~.1I1'lnil'illr. ,11.1/111 ItffllllillR ,,1,1'1"', II,IIf' .htrllll1rlll" III 'UIU')' In'"lIIIMy "'I'lh..II I.y IIlH'I: t'S Ilhllll"J III lill.. 11I"u" III 111.1" ~lU.lJ.Il'S hill' r,IlIlIl 111111 111"1\"1.11.11" III illllullhlr III rttlll.. T"lr,. .11..111... 11111\'1<11'11 111111/111 11111.1 1M I., srl.l.rn. (d l'tl'I"IAlillllUf 11",1 ('"UI111"IIr,'r.r IlIulloill III nil' 'III 1'1'1'011.11"11"1'11,. 1I'llf), ....rnlllllll,," III 11111',11111' Imlll'I11"" It .rr,lIl.u ,.111", ,ill.. ff'lllll.lllY "'I,i,1' II' ~,"lrlllrllt 'rr.. 1 "llrdll'l 1""/lfIll'o' III lie l,iII,,1 llr,lIill.1 1I11YUl III ~I.I.I.I-'IIJ, n..,lllll) 'UI\,.,' ,1"i'I',II,l' 1ll1\'Ut 11,111 n," ",,.,....,, .11 hUlli,l.inr. Irronll,. 1I11f'II"III" 11,~nil'linn) .11.111 Itl" 1,"i.II., 1111\'1:11. AllY rurnw II''''' ~hlll h~ l'fli.1 I" 111I! 1'_11, Inr ",1111'1' n.-r'lIl11llll" f''W"ltlW h rrllllilrll. (.1) II11YLn ",ilIl~ Ir"pllll"il.ll' lur fI~'I".mrllh IUI I,.."lil' impTllulllf'lIh (11'11I111'111'1',1, :11111 '''I rmlllrr. linll Itl" AIIII IlIdl'lll;lliulI I h.Hr,'" 111I 1'111)' lIIu"i, il'"llr'lr'I'lil",1 '''''''I m Wl'lIf'f I"l,ullrrlinll'l 10 IIr on 11111 l'lrllli.,,, 11111,1,., oliN Ihl' .1.1,. III Illi, "1:11'1'1111"111. \\'."l '"~ ,"111'1 Ii,... ,,' nllltlilinll" Ifllllilr,1 "r 1It1)' r.llt"III' 11I1'111",1 ,1,llllOlIilir. I,y ",,11'1\ i,,"..,llth,., IIII' ,11111' Ilf Ihi. 1Ir,II'rlllflll .1",111,,. I",dnllllroll.)'. '"101 III "If~ 1'11,1 ul. ~t:I.t.rll iI u, 11I11111' "11I1/11' ull"I"I"""" 11.11111"; 1,..111 t1..t1I""'III1111 1111111I,.,11'101 III IUllr,r, 11"11I I'rlldil I'. lit" I"ru,i.." flllllillUinr, 1111.., "'Ull'mrlll ,l.1I". sU.l.rn :u"llIIIYUI .h.llllll'r,llli"lr. rI1l1rl'.ninr. ""lItl,III111'" IIf .lll\,r;,IIII",,,,.,lillr,, ,'11I110) ",lltllII, "III'II( -wilh'n liml" 1'1'11101111'11 1o,IItl' r.n\""ll11l'nhlll..11'1\ II. _1'llrAll"II' lI',"U" ) I'lu.lal ",lau.1' 111.1. ''''lllilr.1 \W,,," tllulll,r I".tlnllllr,l. I ~1.I.I.Ut II..r'l 11111 '"11, ('11'111,1, wilh ~lIfh UIIII"', _llIlllu' 1'3.lin 'I'lill.' Ilr,trf' Ill1llanf 11I11111'" In 10.. nrr.nlil'llrll. ",inr Iu Arlllrlll..,,1 d:llr, tilhl'l l'I'l.ly. I,y III Irl'l~1 B .1,1),' wtillrn 1I1l1iil''' In lit.. III It"', 1It:l, 'I'vlrullhi'l 1r,1t'f:lIIl'lIt. 11".1 in 'md. u.,.III1YUl "h;,III,,. ,nlill,.II" r..lurn II' Iii, ,lm.1I 1'11'11I1'111 "l'nl1 hi. '"tftlllluillr, In SI':I.I.tll fur (,:llIrrl. IAlin" hi. ""I'y/il" ii' Illi, 1'l1~'l'rrllrlll ul'lhr. "llid, nil fU'II..., 1.h1ir,:Ili,," II' IIli. Ar"rtllll'lIllll1 Ilnlh l'l'lllir, ,,11_lIll'lfllill:lll'. 9, (II) If l'Af. 21M i" 11I111.....11" 1'l1'llllt:lUr. Jlun:n .1,_11 (llmnrll, -1"1,1, 'or _n.I",,' 1.1, hnt d. fnlh In o"'l\in 1111' 1II11l1r.~r,r rCllIlIlIillllf'ul I 1f'll'iu IlInvi,lrll ru,. l'lIull"olllllllr 1l"li', SEI.U:n "Iltll illl.. 10",11 uhlllinl"l. 1I1111YI-:II r:lil\ In 1II,I.,ill Ihi. "UllIIlIilmrlll I,)' Ihr. dlllr: AI\f'Cllh'.1 In I'..... 2(1), fll II _II' Hlhrr rlllJlinj,rllr)' "1,r.:Hil'.1 in I'D' 2. j. nul ,..ltillrll. f'illtl" 1'111)' lit,,)' ,r\thl,1 Ihit 1Ir.,rrlllt,,1 II, "tilll'n unlil'l' III II... 11Ih",. 31111 in tlllr" (',1'1" tI,l' ,lnwlI 1"'rllll'lIl ill I'u. I (I) .hAIIII~ ,tllllnrlllo HUYEl1ul,un hit \llllt11lIrrillr, 10 .su.u:n fUf rA'Il',lInlillll his clIlly/il" hr,rtlf. II.) II ritlll'l 113f1y ,llIllIllrrlllh ill I'f'rfnflnj,'g "")' _rl III"rill 'l"luhl'.lll( Ilim II)' t1.~ dl'lt~/. 111I'cifit,1 I!.",rl..,. III" nllll~1 1I,II1Y, h)' ",illru n"lirr In him III or _"rr AlUh .11'1111111, II1l'ly fll II .ll'frllr.1 lim", nul Ir'. 111.111 B 1101)'S 11i\I:ll1l, Ill' lu'dnlllll'l"C~ fir Ihl' 111'1.111111'(1 '" I. nml IItIY 1111111t 11"fIlIlUAlIft'! II)' .lIrh Ilrfr,u'II.I"It'! "ltt lilt (\+,f'III'~ "l 11.1' rOllllarl", (t) II nun:n ,11:111 fail 10 l1l:lh In, plrllll'lIllltll' 1II111l" I'",. Ih)' In)' lilliI' Wllidl 1111. I,rrn mill,. 0' IIII'! I"'~""'I' of lilt' rllllll"..llIIlIlr, 1'.If. 911'), hi, ('nlhr 1I1IIt'll 1111)"11I1'111 I'lUlt _n, 11I11\f'l111f'01 II_rlllf'II" Ilt.t. 1Il"ll'r hl'lrlhrr .r+l"irr,1 o. nlll) IIID, I,l'! 1f'lainr.1 (an.1 ltuy '1IIIr/s illrhulrlllhl'.rin lIl"r hI'! ('ulll'lll'.1) Ity SU.l.I:Il, "n.1 AII:lIII.(" ^1'lllir.1 ),y 51:I.I.1:n cilhu..,m..,~ull'-4l'.II",,~,dw..-l..ill+'lor:It i'1llilbll'll.blll' nr.~' IlIr Ihe 1"~:Ilh, 1t't-~1.;1.J..I;U-4,~)'....*I: _'hi il....III'I....d-4-lill"Wat<orJ....Iltfftftf,M. SEI.U:n ,hl\lI lie ft. 1I':I,r.1 hum "II fllllh~r li311i1il)' III ffllur)' to IIIJ\'I:U. III) H 51:1.I.1.:n i. 11I1IIJ,J~ 111 r:ivp lhlt'! lit luovl,I(',1 III I'll', !',hl, I1I1Y1:n '111' ..Inl rill,rr (I) In Inkl'! tllfll Iillt' a. sU.I.I:n rllll r:ivr. or III) 10 'tllllir~ ~rl1t1 10 rl'hl.ln III nUYf.n _I 1'.)'llItnlt lnclllllin" "")' nuld..) lht'll'lol.nr. mltl" I., SEI.I.l:U fill _('collol olll.t' 11lI1I:1I3.f' I"ir,.. _1It1 In Il'ill1ll1l"~ nUy.:n fur nil co.ft III IIrMlhill!: lit',., "llllllli",I" ill'Pl'dion\, 1'111.1 1""1'3fl'lliun 01 Ilre.l. nuulr."r:e _nIl olher !!tllle. 1lIf'1I1 IllIl"'~ Wllidl I1IJYl:1l 11'""oll:lhly h1.1)' tl:lve Il1rll"r.l. Ul'on "hid, .tlu.n '"11 Ill'lrhltlll .11 IU'lhrr nMir,lIlinn uf Ihi, 1Ir:'rrl1lf'1l1 on Iwlh 1'1I,lir. shAl1tl"lIllinal~. (t) If 1I11YF.n sh,,1I IIfll"ile rOW ",ion ...1 du~ IlIrmi,,,, I,rlore l'lyml'lll oltht. elllire rUldlue Plire I'lhll ,.""l1llrl:1II11 In COIIII,lrlillr, 1'")"nlI'1I1 al lilY lilliI' 1UII,Ie "01 tllI'! r",l'lIct" 11II,lrl II.,. f) (Ii) IIr t,t1Il:rwisl', or if sU.I.1:n ~lull1 h:ue Itr..itr.llh~ rulht. rll.ehl~r rlk,. IInd .llIdlll:ltr bilrll 10 ,lrliver 1,0ne1,ion tn lIUn:ll. till' l'wlllOnnl:ll)' III :'IllY :Jllornt)' 0' IIn, ('011,11, IIrrrh)' lIudlOri.e,l. 10 Illl~ rlltnlllnll un.lf'r Ihe (,ohlfilioll~. it ftlly,l!.rll IU'.lIIiUttl Of Iltt~sc.ilH"tl Ity lAW, 10 IINII'1I1 'nr I'lIIlI rDnlen jUlf';h1rnl in ejrdmtlll nr,lIin,1 I'" II..faultinr,lu,IY 'IIlt ill fnor 01 tilt I'ul)' ,,110 i, 1101 illllrfllllll, lor t11t.1"rmlsf", I'ln.l 10 dirtcl Ihr. j,slIiu;; ul II w,iI 0 l'os~r\,iun, wilh .ceomp_nrinC lTIollCY I'lf'elllion 10f ('011'. "'CI"'"H, III IAll'.". WAliNG fun 01 UU,HU Itr.OlnHIC 10. 111i, ICI('tmenl 11I_' Le rf'torJrJ only U Ic\nolt'lellr.rlll.y SEt.U:n. Hona I J. M.i1inr, of IIny notire I"ovi.ltd lor heltln 10 . puly III hi, .L(lrt-llllcd 111tt.tn .111n be II eUcc, IIlAIII Ilcnon.1 suvice Iht.tol. 12. II Ihil IE:lrrmtnl i, not ,ir,nt.1 hy 1,0111 SEI.I.f.1t .Iltl HU\'En II lilt ..me t1mt. II .hall eon,lllule mur.l, An oUrl II, t11t~ f1nl'!Iir,nilllt r~,ly "Ilieh shJIl he -ullird 10 .crtrllnce by Ihe olllrf rilly (-"r hi, Idr:llftlllle (11I11 l"oc",jn~ orlllal ,Irlil.t')' 01 . 'ull'.flttulttl ('QUlllerrut 10 '"~ li"l-lignlns rarlr- Dilly llnlil R p.m. nn Ihr lilliI' al.ll'lll" l'lr. 30). unIt" lliis lill1~ I, rllrlllltd Ilr Ihe 'iu...lr,nln& rul,. I not so .cerl'ltl). IIl1lr".lrlt.1 rorir.s 01 Ihis _r.rrtmcnl, .ntl .ny ttodt'.t'tl down II_ymrnl. .h.1I lie Immt'dl'ltlr .dumr.1 10 lilt linl.t1lgnlng 1,..ly. '''C':IAL nO\'UlOHS IN WITNESS \\'IIE1tI:O~' die 11'lllu, InlcllIJillg 10 Lo IcgallytJoulld, b.,e clcculcd lbll agrecmclll un Ihe ,laic III,u'c Ilalcll. 'ciJc. -t- '--](tl ')_jt,,;;ti~__. .~.~. . .'..(-0.. ...h"'L) /~~ .I::'.p (.tAL) / SI:I.WI/S /J /Y' Jc/..,a;/ !-4.tI..'( d.l.(( .It."" r. (....L) .((1. , I.l {(I II'}'";"') .... . .1,.. .\.-:- .. . (mL) .... nUY~1l/5 STATE OF rENNSYLVANIA COUNTY OF On Ihls d~y 1I1 umlenlclled oUlcet, rersonall, arlle,Hell utldaduril1 Jlronn) tu be Ihe Ilerso!l described In, and whuse lIallle ad.nuwlcdged Ulal elCculed Ihe nme u: the known to mo (or sullscrllled to tlla fon:l:olnK Agreemenl, .nd for Ihe IlUrl,ose therein cuntalned. ,19 . belore me, IN Wl11mSS Wm:nEOI-' t hcrcunlu 1el Ill)' hand ~nd uUlclallul. .................... .......M...........................M..............................-N~ii.i1..1;Ublic Illy (lII1I1UI"lolI ellllres: 1.;.sC:llO\V AtiCNT'S AmU;EAlENT Thc undersh:ncd .ckno",'I('IIr,cs (('(elrt 'rolll IIUVI-:n or Ihe down r::l)'nll~nl Iflcnlloned In liar. 1(a) IIr the 'oregalnK aJ:It'ClllclIl. i11ll1 :J1:rrI"S III huM II In ciCru.... (-....i1h clll'\'k. 1....1111: dCllusllrd In .1 bllclt'd lrust Icc(lunl ,rllar.le from Ihe lUllltull:llrd', Indl,ldual rlllldl-) IUld 10 11.1)' II (or U .1 nole, dellvu II. ",nil In)' nccC1SUY 11111(ullrlOlte cnduncmtlll oraul':Iullenl)- Cillo sl-:r.u:n. alnlt1l'nll:nlnr IIIUIII nuvlm's ddault ~Jter lime has bten rnilde or Iha t1Sence; or (II) III UUYI-:II. IIrun S~:t.I.I:It'S .cfuliIl III sh:n Ih_ aJ;rcrlllcnl, or lIdallll "tier lime hn lIeen made of Iho cs- selin! or tlllIlIl JlUVlm's 1I('1II~ rcll'ut'11 limn lib .1crcl'lIIcnl 11IIlSU;1II1 10 an, cundlllonal Icrms ulcrcur or olharwlsc: or (r) In rne of dhlllllc, as llUY be oflh!rell by an)' courl 1I;Io,ln& Jurhlllcllun. D.led: .;;h\9~Q........... II, .lJ)'.]J.~([~:~:.~I~~;~~:.:....~:~: III1UKI:II'S .'INAN\~IN(; AhSl~T.\NCI: Alilll:l:J,ltNT \ The undrull:nell. al IIUVml'S (rllllest, OlJ;rtCS 10 as\hl t1u\'lm 10 Ilrucnre! Ihe Unallrlnll: rrfJlllred unller l'ar. 2(11) of the forrl:uln~ h1:rccll1clll tu 1I11~ nll'nt 011111 UII Ihe lerRlS .lah'll II("IIIIY, and lIl:rccs 10 a,hhc lIU\'I.:n In wrlllng "lIl"n I mOIIt:aKc ('nllllllllmcnl " lIMalllt'_1 ;nul (uulcs\ 1I.1le uf ~clth'lllellt h 11("1;011.111:11 IIlredl)' IIrlllo'("('1I IIU\,I-:U and S.:1J.I-:U lIr thclr alluflle,. or 11110 Insurer) lu clvc UU\'EU IlU In:!. Ih,m 10 dilU "dum:c nullct: uf .hte ur sl'1I1ClllCIlt. ........._..iiilOKiii.............. .....~................~......~' lJill..d ... u, .."..... ............._~.._...M~~~..~.___. ......................................-....... RIDER 13. On or before March 25, 1996, Buyer, at Buyer's sole expense shall have obtained: (a) reports of Contractors selected by Buyer of the mechanical systems, roof, structure, and other physical aspects of the improvements on the premises which are in all respect satisfactory to Buyer: (b) confirmation from Ephrata Borough (the "Borough") that the Buyer's intended use of the premises it permitted under the Borough Zoning Ordinance as a permitted use of as a continuation of the existing non-conforming use of the premises and confirmation of the eligibility of the use of the premises for receipt of all municipal permits, approvals and authorizations, necessary in connection with Buyer's intended use of the premises; and (c) a Phase I Environmental Report satisfactory to the Buyers. 14. Seller warrants and represents to Buyer that: (a) wi~h the exception of a 1,000 gallon fuel storage tank which ~s currently in use, to the best of Seller's knowledge, the premises and the soil and the ground water are and at the closing shall be in all respects free of asbestos, PCBs, underground storage tanks of any kind or size, petroleum products or by-products, or other substances which are classified as contaminants or hazardous wastes, or otherwise subject to governmental regulation, under any state, federal or municipal environmental law, ordinance or regulation; (b) title tot he premises shall be free of easements and building use restrictions except ordinance, easements or roads, easements visible upon the ground, and privileges or rights of public services to the premises; and (C) there are no brokerage commissions payable in connection with this transaction. All representations and warranties in this paragraph shall survive the closing. 15. Within ten (10) days after the signing of this Agreement, Seller will cause a registered surveyor to mark the corner boundaries of the premises. 16. The Seller and the Buyer each represent and warrant that each has the power necessary to execute, deliver and perform this -....-e----... --_\.. -----... -:.--:_- loo"':_ ......-e--...-.... ...----.......- ...\.-... "-\..e n~.k 10:..1'=""". .;....;;....... t"'t.;_.:...... OJ_,=,.._..,,:, ",-u_,;:) .-.~_ l:.I>t::...... ..u.....c......~ ......0..... ....... Agreement is the legal, valid and binding obligation of such party. DAle:: ~\Co\ qto ) /.' //,d?1j-~')'Mh/1 ;CIr R. Dale par;; ) ("BUYER") .-LC/ ;If- ).l.~ /i:U<..-- <7j-ttv>-,-j7Li,~k' -( a-L Y' 77 Trustees of Anne H. Kurtz,/'r~ ("SELLER") u.~.IJ[r^nlM[Ul 01' IIOU~U4li MHI Ullll^,~ III VllOI'MlU' !.lllllMIU. '''AIlMUn ",.11.". ..'h......... '10...... /I~I."\ (I. '""1 1)1 IHAII '''I.t,...II''" rn=rn..:::LLU-.---..-.--.. . 'I'.... J ','u.... 111(,fllI"'.""'''' _ ~_L1 "'~ .____.__,~-.KI~I~~. .f" ';.:::;~~'~.:;l.uu.__1 ~~::~J"'''''' " Mllltlt. .".. l'^'.l '/0 AGlNU HIll fW. ..-......-... C. tlOT[: Thll Ip.m '11..,"11"""""'-' ,,,.. f ","""..,.01 'f,..~1 ,."1,..,.,,, ,""I A.,.",.n'I,., .,... ~"'".. ,,,, ,.,'1......" ","" '" .',,,.... 1'"", '''''~I,I "h'rI f.1" wi" I"'ll nun..!' ,h. (In I''''''. 110., ~I' 1100..... ",,, 1,,, "...",...""",1 .....,.."u ..",.It ",,' ,n' I,..."t... II" ,,,,." ---------.--------- - - --.-.---. D.UAU[ or nOllllOWlll 11. lJAl,E I'AIIII c/o nu~. ~aJ!;MI IHlnrtllJ^I.1. II ~I 1\^llI.EU nOM' ~111.I.EIWl\ll1W I'^ "'0(,1 G. rllorllHV LOCAtlOt4, }!) \-mr.T 1.0CU~i'I' !i'l'UEE'I' t~I'Il^'1'^, I'^ 1"'",22 [. "Al.ll Qf ~I tUIl r 'lAt.'1 01 I P,Olll TIHI!j'l'I-:I':~; III-' ^flflE II. I:UU'I'i'., 'I'HII~~T n 1'1 rlfHI'l'1I ~l^I'I.E !j'I'UEET EI'IIH^'I'^, I'^ 1/Sl.), 1t!;(IttIMltll A(",lf" 1'11!il.:V ^ liHIlI\(:I1, 1'.1'. . ""17,'~'71'(1 ---- --'- --,--.------. ----- ::n~~i~I-I-I-I- O.....c.UlfI...IIIIOCt (1)11,"11 ".II\I~'1 l'tAn Of <;IITU...II,1 .12 !;{ltl'l'll I\lHI^n ~;THEt-:'J', 1.1'1'1'1'1., P^ J. SUMMARY OF DORROVlEII'S TIIANSACTION K. 5UIoIIoIMV OF SELL[I1'S TIIANSACTION Ion. ~IlQSS AMoutH IJut filUM OOI1l11lWlll. 101. CrIf'IIlUIs.,,,r,,n 102. 'tll"nIIP'rlJltll" to]. S-enl..,,,nlfh.,...IOWlfIu,,.lhn. ,.001 104, ."'. ~~l!..~;~:~~t.~.I!~~-'l!!.I_~:~ t l.! 11 4111 ("..."t. !",.,r..., -.-----. ,--",-_. 401 '.lIn""'HII''''W 40]-------- ." 1'_)"/,OOU.UO ~UOtl.lI() 'I, 4111 .110 '0', Adl"lI"""" II" ''''''I,.~,.'hw 'fI'II... ,.,....u Ad/Ul!"""U lell '""" 11'11' hw 1I1If! ,,".I....u. lOG. lout hln Irll 271 II 101. Cou",,, hln I" 1 }J j 1/5 100. School hln 10 r/.1!:i. (I 1O'J. AIlIllItI."Ull1ulI '" liD. w"., 10 111,5...." '0 112. 113. llll. III .\ l' .11(1 '117 ,01 '"I '}J] 1/5 '117/.J1U, 10(,/30/(1 1II1 .111 40r. Lctu' 1"11 ] 11 . (Jh <or co....'w I.... 717.01 '08 SChrlO' 1'011 "" AIIII,.."n,,"''''' <10 W,... .11 S..." <I' - <OJ ----- '" 120. c;noss AMOUNT DUE rnOM OORROW(R 410 r.IIQ$!;A"'Our41 (lu( 10~(t1.[n 9R,J09.95 7.01.7.15.9':1 AMOUt41S'AIU BY 0lllt4 8(IIALr OF OQlHlOwtR; Otplllit 0' f"'''" MOM" .J..2J 7 () 0 . 0 U rllnc,p,' Amo..1I1 oIN.... LrI...111 f..",n.Lr>,"hl ".,"S..h,1C1 '" 'JOO ntIJur.tlOt/\ ,,, Al.IIIU'" IIU( 10 !>lLt,ln '00. 201. 202, 203, ,C<. 20&. ,... 201. 208. . '00. II). 70n. no U.&L ~Ol (U.II O'I'n1" ~Ol S.ul.......' c....... 10 ..Uto 11,... 14001 - ~O.I ("II,n'll","hl I,.... S..I.t'(I '" !lO' 1 .2(,1 .21 !lO!l r'wlIl,..I''''lt.n",,,nl,1 I '.6 ~ ,or ::^'''~'~~~''~~:~'~~~''- !lln llu,'h"l tnll1.JI J!Jh.12 .~~:~,-___...!."l?nt__ 392. al ~'1 Schrolll"'" ,<I ~261,23 Ll-:ASl-; PIWUA'I'lUtlS Adlullm.ftlllrl' ill"" uftJl,.d b... It"" 210. LrluIT..., I" 211. Cou"IyT...' 'rI 212. $fftOrlIT.." IrI 213. AIHllmtnutd,," 'n 214. WII" 10 215. Sf...." 10 216. 2". !,Il Au.,,"'....tl'th." '" --- !r14 Wilt! !II!, S...." '" '" .7,jfi--------------- - --.. -.,-----..--.-...---.----. - '" *--,--- ---~----------'------ ',111 101M '" (I..ll.-:I tl}ll M.IOI/'lI fu( ~(lllll 21,11 n all 2'0 mtAl MIO ny/Ol't I" 1I11l^l.r or IOItfKt,'r'l1l 7n,')(,1.21 !.flU 1'.1\'.11 III '.t Illl"'Lfll l'I/lIIIIM !"itttlll -.~~.i;;'" ~,,;;;.:-::~,-~~:I=,;-I..~~~.:~i~_=== .~.'.\.,lJJ!q .')('1 .~?_I~t.''.::..~~:.:~ ",,~::~'~~~'~I~~~ _1..L 'II B. 34 (,0] c~,,, lj} I.. IJ 1"....\..11... 17(,,':191.'1' 300. CASIlA1SllILlMt."I fllOM/Illlllllllltll'illl 301, G'rllI ''''ouIII du' Irnmllll"on" 11,... 1101 J01. l.lt ,"'"u..u r'"" ",lln,lnlUp""1f I..... nOl 303. C"h 0 "(IIn o Tonnllll...r' 1070,704.12 mUCI1AIION YD\I""I'f)UI.rdl" I,.,,, ",,,,..I, .1.. UI'lfMIIlI Ar.t'/I...tlo'.....'...'.I'".rI". ...........,t~... n.....t... n I'....'" ....,~"...,. "... \11111"'1"1 _r,llll ..1. ,_.....""101"'. ldnoIJ.ut_ ,,_1.1, ''''' ..." 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MtlIt'lI'lflnlt"'"'' 100]. lout "01,.,11' h..t 1004. COllntl' r'""f1', ',ut 101Y.1. Scl'lolllr'"I""l'hu, ,DOG. An,,,,,..nll/""" 1001. ,"00. ,nfl"lh,~, "'flIl'"t''' ",","lhltlS ",oflthl'" ,""",I'IPS mnflthl'" "f1"'''~',I_.______ I'~,-n"'''l!'__________ -"!'..~'~I~_____----- ,~~.~~------- '''' ".n.~!,!--___ 1''' ",lInlh 1100,1111( (HAllen 1'01. S,UI.m,n, 0' Clo"n"r.. 110'. ^"U"tIO' T"..S,,,ch 110J. Till.E..,",".hlln 1104. Tllllln,u"nn",n,tfl '1l1.t Oocum'rllr",.",lm" 1106 Noll" FIn In liar. ^"n'nll",rUI ------- -12.0......1...00 '" 10 Cur.U.1UIIWl-:f\1:1'1I I.l\UIJ 'l'I'1'l.l-~ (,TC1,'1,'T'i '" '" =-_'~~1_~1[ ___~!...OO J,OO 10 I'om-:v ~ (i'UlJjc.:.!L,~J:.. 10_Pf\UI. n I EII~' '" ItOO. TI,lllo"",o(l '1O'J. llnd"'ICCl"I"~ 1110 O...",,'ICO"''''I' 1111. (nctnlllmlol' III'. 111:1 In CUMMUUW":f\'l'I~1I I.!\flll '1'1'1'1.1-: , , 2UU, OOoU 100 ilud JOn r;:wU.Ou ________ J{) , UiL !l00_ C,OvtRNMun Rrcownlllr. Mm lRAPI\rlR (IIARCIS 1'01, I1rrnlllon'l'IU 0....,.' i5.UU Mn'I'1~''''S 120'. 170], Tunllr' T.. "04 ',M 11'1'''.' .=~.~?~~.t;ijr - ~ _~. J!9-40!.OO ---- O.1l0 --------. 1100. AIJIJIIIOUAl \IIIIIM('" (1IAIlGIS .!-JU~~!'_. '" .------.--.-.------ ----.-- E!.l:~~12~~!!..(!'M .__~~I .____. .0__..________On -!.~!..-.J'i1X I!.gL)Qr~~;__ __ _______~__. ---.-~--.-- -------- E~~l1rCsn ~t"l' .---.----.--. UO".. UOIi uo', IJM. ____._~-,-~.!l..._ .._..In.no. 1100, IOTAI UlIlIM'NI (1"\1(",1\ I"llk' 11111.n(', 101, \M"IIIIII II. ~OJ, !in""" U r), 6)(, .00 1l,Illl - ""It1N'1 Ulh'''''"1 I\-'l lUll ."".UUI'" .""...., :~.~',~\::~~~~i::III";':\41,: :l~~l:~'~ ::::"1:~~\~"::~'''"1 IIIIU..'"I.U''' 11~1l jJ, "1-''/ - II'J<- . /"._~-tto-' I...."'" Ii. II,' /. /.' , /. I.' ..-.-.' (~~';~ LC~'f.:--'::'-6..;-*~- 1',.,11..,1 I " ~".J' ./: JI ).".!O .' J /" /.,"1;';:0 In'ltlt""." 'n"...,.....1 11,"11I...."._ A,M..." .~___ __L- ~~ J:'1____i'._: _~'_.:.._,~._ --'__ _~~ _... -. -------~.--- .- - n.. .. - --- -.---- . 111."'1 r...~"lIIlY '1\/1'\\11111'11111111 \IIHIIIIIlI \1."...11l1 ....m III 1111 111\101 "" . "0\\11 Ol.l '''" ~1l11l.1l1\. "Ill ,01,11 ~Il "U.. "..." "'I'lIll1"II'llllrl\."IIIl""U''''''IIll\'''MII Il",,"U AUI't,'lI I'. II''''' ''''ll,,\'W'''II\'''fllll'IIIIIW'"IMl'Il'''' 1I1.tlll~lItll'lll\'ltl"'IIII" 'JlllItIlUl"'Il,"..tIU,,,""""IlI I\'",I.'n."', II" .."",..,.,1."".,,,,', ""I., ,...... .1",,,,..""1"11,,.11,,,,,.,, \1".-. II" I""'" ,'''I ",f"., """,,, I""" ""11"'''' ".~'" I,,,,,..I..""J" ClCMIONM:Al.TW Dl' ..1;...."'yo\Mtl ..."'.lJrCI'......l\lfiN ....ItlIN'DlClCllN' _1 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS E.ER_S_QNAL_ESOE ERJ..Y j _ PI,,,".frlnlptIl'Jl.' FILE NUMDER 21-96-0311 ESTATE OF R. Dale Parr All ro.rt olnll -ownld wllh Ihl Righi of Survlvorlhip mUll b. dllclo..d on Sch.du.!.!....fj ITEM OESCRIPTlON NUMDER VALUE AT DATE OF DEATH 1. Dividend Check dated 3/1196, Spartan Short Term Bond Fund 2. Dividend Check dated 3/1196, Fidelity Umited Term Muni Income Fund 3. Credit Balanco accountX471463401, Fidolity Brokerage Services 244.62 193.33 3.45 Tolal (also enter on line 4, recsp.:llulation) (" more.pace is needed, insert addllional sheels or sam. size) 441. 40 ~1A4ntOl,.('lreNIn'l"1rM Ht:""~1 TAI..1\M ""ClIrITClCIDlIrIT ESTATE OF ITEM NUMDER A. 1. B. 1. 2, 3. 4. C. 1. 2. 3. 4. I FUN~~rLE~~~gNHsES, I I ADMINISTRATIVE COSTS AND I '_'_"_"_ .Uh.: _ MISCELLANEOU.SEXPENSES...,-_ .~._l'le.... Type .'..fIlm -.... -.---. _..-. .--.-..-..-..... - . .....------.- .-.-. ".lFILENUMBER-- R,jlale Par~__...._......__...______.___._______... 21-96-0311 DESCRIPTION I AMOUNT 1 i Funeral Expenses:-' .___....___._.__u...___.~. I Reimbursement 10 Ruth Parr, funeral bill 1 I 5,606.00 Administrative Costs: Financial Trust Services Company Perianal Representative CommIssions Susan P. Rubendall Social Security Number at Personal Representative: ~06-36-5e~ 24,850.32 24,850.32 Year Commissions paid Attorney Fe.. Landis, Black & Schorpp 17,675.16 Family Exemption Cleimlnl Ruth C. Parr Relllionlhip Wife Address at Claimant al decedent's death Slreel Add,e.. 25 West Locust Sl. City Ephrata Sllle PA 2,000.00 462.00 Probate Fe.. Register of Wills, Letters Testamentary I Miscellaneous Expenses: Cumberland Law Journal, advertising Letters Testamentary The Sentinel, advertising letters Testamenlary Register of Wills, short certificates Miscellaneous Filing & Closing Costs 60.00 67.37 3.00 400.00 TOlal (also enler on line o. ree~~ulaUon) (It more space is needed. Inutl additional sheets or same size) 75,974.17 ... -, .... ... r '.. .. . OOUYOMU&.f)4g,I'I""''!1.YA''Al "''''AlCI tAl I"I:t\,ftIj ----!M1.!~.JlIPI~_ ESTATE OF ~ SCHEDULE J BENEFICIARIES J --~--_._+---_. ---..------.-.-.----,..-.- - - --------.-------.-..--.-----.. R. Dale Parr FILE NUMDER 21-96-0311 ITEM NUMDER NAME ANO AOORESS OF DENEFICIARY I RELATIONSHIP AM OUNT OR SHARe OF ESTATE A. Tal.bl. a.qullt.: 1. Financial Trust Services Company, Trustee F80 Ruth Parr Wife 77,136.85 2. Financial Trust Services Company, Trustee F80 Ruth Parr Wife 600,000.00 ITEM NUMDER NAME ANO ADORESS OF DENEFICIARY AMOUNT OR SHARE OF ESTATE B. Chalitable and Governmental B.quests: 1, TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (A1.0 enlll on line 13, Recapitulation) (If mal' space is needed, In..,. additional sheets 01 ..me Ilze) 0.00 ESTATE OF R. DALE PARR Continuation Schedule M File # 21-96-0311 Annual Total Annual PV Annual Year Trust Value Invasion Annual Income Distribution Factor Payout 1 677 ,136.85 33,856.84 44,691.03 78,547.87 0.913352265 71,741.88 2 643,280.01 32,164.00 42,456.48 74,620.48 0.809664352 60,417.54 3 611,116.01 30,555.80 40,333.66 70,889.46 0.71395509 50,611.89 4 580,560.21 29,028.01 38,316.97 67,344.98 0.625753898 42,141.39 5 551,532.20 27,576.61 36,401.12 63,977.73 0.544716742 34,849.74 6 523,955.59 26,197.78 34,581.07 60,778.85 0.470624018 28,603.99 7 497,757.81 24,887.89 32,852.02 57,739.91 0.403325777 23,287.99 8 472,869.92 23,643.50 31,209.41 54,852.91 0.342702378 18,798.22 9 449,226.42 22,461.32 29,648.94 52,110.26 0.288497262 15,033.67 10 426,765.10 21,338.26 28,166.50 49,504.75 0.24035071 11,898.50 11 405,426.85 20,271.34 26,758.17 47,029.51 0.198000312 9,311.86 12 385,155.50 19,257.78 25,420.26 44,678.04 0.161259431 7,204.76 13 365,897.73 18,294.89 24,149.25 42,444.14 0.129824977 5,510.31 14 347,602.84 17,380.14 22,941.79 40,321.93 0.103213342 4,161.76 15 330,222.70 16,511.13 21,794.70 38,305.83 0.080881517 3,098.23 16 313,711.56 15,685.58 20,704.96 36,390.54 0.062365621 2,269.52 17 298,025.99 14,901.30 19,669.72 34,571.01 0.047261164 1,633.87 18 283,124.69 14,156.23 18,686.23 32,842.46 0.035168095 1,155.01 19 268,968.45 13,448.42 17,751.92 31,200.34 0.025683097 801.32 20 255,520.03 12,776.00 16,864.32 29,640.32 0.018414521 545.81 21 242,744.03 12,137.20 16,021.11 28,158.31 0.012972873 365.29 22 230,606.83 11,530.34 15,220.05 26,750.39 0.008984768 240.35 23 219,076.49 10,953.82 14,459.05 25,412.87 0.006122513 155.59 24 208,122.66 10,406.13 13,736.10 24,142.23 0.00410694 99.15 25 197,716.53 9,885.83 13,049.29 22,935.12 0.002715491 62.28 26 187,830.70 9,391.54 12,396.83 21,788.36 0.001771202 38.59 27 178,439.17 8,921.96 11,776.99 20,698.94 0.001138749 23.57 28 169,517.21 8,475.86 11,188.14 19,664.00 0.000721875 14.19 29 161,041.35 8,052.07 10,628.73 18,680.80 0.000452466 8.45 30 152,989.28 7,649.46 10,097.29 17,746.76 0.000280594 4.98 31 145,339.82 7,266.99 9,592.43 16,859.42 0.000172363 2.91 32 138,072.83 6,903.64 9,112.81 16,016.45 0.000105288 1.69 33 131,169.18 6,558.46 8,657.17 15,215.63 0.0000388021 0.59 394,094.89 dollar amount not taxed in my eetate due to the application to my estate of the unified credit oqainDt federal estate tax (the "Unified credit"), after deducting therefrom the value, for federal estate tax purposes, of (a) assets included in my federal gross estate which pass or have passed other than under the terms of this will and which will utilize a portion of the Unified Credit, (b) any bequests under the preceding ITEMS which will utilize a portion of the Unified Credit and (c) adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate. My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified credit Trust, collect the income and: (a) If My Wife survives me, beginning at my death, my Trustee shall pay over the net income of the Unified credit Trust to My Wife during her lifetime, in installments not less frequently than quarterly. In addition, my corporate Trustee shall pay such amounts of the principal of such trust as, in the sole discretion of my corporate Trustee, may be necessary for the maintenance, support and medical and nursing care of My wife, taking into consideration any other means readily available for such purposes. (b) My Wife shall have the noncumulative right to withdraw in each calendar year, upon My Wife's written request to the Trusteer amounts from the principal of such Trust not exceeding in the aggregate in anyone calendar year the greater of Five Thousand Dollars ($5,000.00) Dollars or five percent (5%) of the value of the principal of the Trust at the end of such year. (c) Upon the death of the survivor of My Wife and me, my Trustee shall distribute the principal and any undistributed income of the Unified credit Trust in equal shares to my three children, Saundra J. Hamilton, Thomas P. Cochran, deceased, and Susan P. Rubendall, or their issue, per stirpes. (d) Should any of my children predecease me, my corporate Trustee shall divide this Trust as then 3 I i, 1...,1 ? initials constituted into an equal share (or my deceased child and further into equal separate shares so DS to provide one share for each of my grandchildren and hold such shares, IN FURTHER TRUST, the income and principal of which shall be held, administered and disposed of as hereinafter provided. (1) Until each of my grandchildren attains the age of twenty-one (21) years, my corporate trustee shall be fully authorized and shall have the sole discretion to pay to each such grandchild or to expend for his or her benefit so much of the income and principal of such grandchild's share as my corporate Trustee shall deem necessary or desirable from time to time for his or her support, health and medical care, and education, taking into consideration all other income and other resources available to such grandchild for such purposes from all sources known to my corporate Trustee. Any income of such grandchild's share not expended under the provisions hereof shall be accumulated and added to the principal of his or her share. When each of my grandchildren attains the age of twenty-one (21) years and until complete distribution of his or her share, my corporate Trustee shall pay to each such grandchild all of the income from his or her share in such periodic installments as such grandchild and my corporate Trustee shall find convenient, but not less frequently than quarter- annually. In addition, my corporate Trustee shall be fully authorized to pay to each of my grandchildren or to expend for his or her benefit so much of the principal of his or her share as my corporate Trustee, in its sole discretion, shall deem necessary or desirable from time to time for his or her support, health and medical care, and education, taking into consideration all other income and other resources available to such grandchild for such purposes from all sources known to my corporate Trustee. (2) When each of my grandchildren attains the age of twenty-five (25) years, my corporate Trustee shall pay over, transfer, convey and distribute to him or to her one-third in value of the then remaining principal of his or her share of this Trust, discharged of the trust. I.hen each such grandchild attains the age o( thirty (30) years, my corporate Trustee shall pay over, transfer, convey and distribute to him or to her one-half in value of the then remaining principal 0\ /1).,./ initials of his or her shore of this Trust, discharged of the trust. When each such grandchild attains the age of thirty-five (J5) years, my corporate Trustee shall pay over, transfer, convey and distribute to him or to her the then remaining balance of his or her share of this Trust, discharged of the trust. (J) In the event of the death of either of my grandchildren prior to division of this Trust into separate shares or prior to complete distribution of his or her share, then upon the happening of either event such grandchild's share, or the remainder thereof, shall be held, IN FURTHER TRUST, for his or her then living issue, per stirpes; and if upon such grandchild's death, he or she has not then living issue, then such share, or the remainder thereof, shall be added to the share for my other grandchildren and shall be held, administered and disposed of as herein provided. (4) The shares, or portions of shares, for all issue of my grandchildren shall vest in such issue as hereinbefore provided, but shall be retained by my corporate Trustee who shall expend on the several beneficiaries for their support, health and medical care, and education so much of the income and principal of their respective shares, or portions thereof, as my corporate Trustee shall deem best and shall accumulate any income not so expended and add such income to the principal of their respective shares, or portions thereof, until each such beneficiary, in turn, attains the age of twenty-one (21) years, at which time the then remaining balance of the principal and accumulated income of each such beneficiary's share, or portion thereof, shall be paid over, transferred, conveyed and distributed to him or to her, discharged of the trust. If such beneficiary dies before attaining the age of twenty-one (21) years, such share, or portion thereof, shall be distributed to his or her personal representative(s), discharged of the trust. ITEM VI: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, to my Trustee hereinafter named, IN TRUST NEVERTIIELESS, to be held, 5 Jl[.? initials administered and disposed of in accordance with this ITEM for the benefit of My Wife (herein referred to aD the "Marital Trust"). My Trustee shall have, hold, manage, invest and reinvest the assets of the Marital Trust, collect the income and: (a) Beginning at my death, my Trustee shall pay over the net income in quarterly installments to My Wife, during her lifetime. Additionally, my corporate Trustee shall, during the lifetime of My Wife, pay to her such portions of the principal of the Marital Trust as, in the sole discretion of my corporate Trustee, may be necessary for the maintenance, support and medical and nursing care of My Wife, taking into consideration any other means readily available for such purposes. (b) Upon the death of My Wife, during the continued existence of this trust, my Trustee shall convey and pay over all of the remaining principal of the Marital Trust, to or for the benefit of such person or persons or corporation or corporations or other entity or entities, or the estate of My Wife, in such amounts or proportions, and in such lawful interests or estates, whether absolutely or in trust, as My Wife may have directed, either by instrument filed with my Trustee during her lifetime exercising this power of appointment or by her Last will and Testament. This power of appointment shall be exercisable by My wife alone and in all events. If the above power of appointment is for any reason not validly exercised by My Wife in whole or in part during her lifetime or in her Last will and Testament, then upon her death such portion or all of the principal of the Marital Trust or such interests and estates herein as shall not have been validly appointed by her shall be distr:buted in accordance with ITEM V of this my Last will and Testament. If My Wife does not survive me, then the assets which would have constituted the foregoing trust shall be distributed in accordance with ITEM V of this my Last will and Testament. ITEM VII: It is my intention to conform to the provisions for the allowance of the marital deduction for federal estate tax purposes. I therefore direct that any provisions of this will 6 , . . / I~.'"L, /, initials notwithstanding, the power~ granted herein to my Executor and Trustee shall be construed in accordance with ~aid intention and shall not be interpreted or exercised so as to disqualify the bequest under ITEM VI to the Marital Trust. ITEM VIII: No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ITEM IX: Any person other than My Wife, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If My Wife and I shall have died at the same time or under such circumstances that it is difficult or impossible to determine who shall have died first, My Wife shall be deemed to have survived me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder 7 1/ ',~' I) , , .:.-; initials or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. ITEM X: In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries; subject, however, insofar as the Marital Trust is concerned, to the restrictions set forth below: (al death so advisable To retain any investments I may have at my long as my Executor or Trustee may deem it to my estate or trust so to do. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments." (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instrument to the purchaser or purchasers, conveying a fee simple title, 8 r1 'J' P IL . , initials free and clear of all tru~t and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying our any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this will. (e) To mortgage real estate; provided, however, that this provision shall not apply to real estate which is an asset of the Marital Trust; and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor, or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes; provided, however, that this provision shall not authorize borrowing from the Marital Trust. (g) From the same source as from which Death Taxes are to be paid in accordance with ITEM I, to pay all costs, Death Taxes or other taxesr expenses and charges in connection with the administration of my estate or trust, and my Executor shall pay the expenses of my last illness and funeral expenses; provided, however, that no such costs, Death Taxes, expenses or charges in connection with the administration of my estate shall be paid from the assets of the Marital Trust. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any unincorporated business, including any joint ventures and partnerships, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor or Trusteer to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate or trust. (j) To assign to and hold in my estate or trust an undivided portion of any asset. (k) To hold investments in the name of a nominee. 9 Ii. 'i .r init ials (1) To compromine controvernien. (m) To carryon any bunlneos owned by me at my death, whether or not In corporate form, including the power to delegate the management and operation of the business and the power to sell or liquidate the business at such time and upon such terms as it deems advisable. (n) only property which is fully eligible for the marital deduction for federal estate tax purposes shall be assigned to the Marital Trust. Notwithstanding anything to the contrary contained in this Will, my Trustee shall not retain beyond a reasonable time or invest in, as an asset of the Marital Trust, any property which may at any time be or become unproductive. ITEM XI: In the settlement of my estate: (a) My Executor shall not be personallY liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction: nor, as a result of such election, shall any compensating adjustments be made between income and principal or in the amount of any gift under this will to my spouse intended to qualifY for the marital deduction for federal estate tax purposes. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personallY liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valuation date; nor, as a result of such decision, shall any compensating adjustment be made in the amount of any gift under this will to my spouse intended to qualifY for the marital deduction for federal estate tax purposes. ITEM XII: If at any time any minor shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law or otherwise, I appoint my hereinafter named Trustees as Guardian of such assets authorized by law payable to such minor. The Guardian may receiver 10 initials . . , . administer and Ghall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, including college, university, graduate or other education, without securing a court order. The Guardian shall have all the rights and privileges in its capacity as Guardian as are herein granted to my Executor and Trustee as to my estate and any trusts created hereunder. ITEM XIII: I hereby appoint Ruth C. Parr and Farmers Trust Company, Carlisle, Pennsylvania, as Co-Executors of this will. In the event my wife, Ruth C. Parr, is unable or unwilling to act in such office, I hereby appoint my daughter, Susan P. Rubendall, as Co-Executor. If for any reason either of them should fail or cease to act, the other shall act or continue to act with all of the powers granted to the two of them. All references in this will to my "Executor" shall refer to my Co-Executors or to my sole surviving Executor, as the case may be. ITEM XIV: I hereby appoint my daughter, Susan P. Rubendall and Farmers Trust Company, carlisle, Pennsylvania, as Co-Trustees of any trust created hereunder. If for any reason either of them should fail or cease to act, the other shall act or continue to act with all of the powers granted to the two of them. So long as a beneficiary of a trust hereunder is a Co-Trustee, she shall not participate in any discretionary determination of the Trustee to distribute principal or income of said Trust to or for the benefit of such beneficiary. All references in this Will to my "Trustee" shall also refer to my Co-Trustees or to my sole 11 initials surviving Trustee, as the case may. ITEM XV: Any Guardian, Executor or Trustee shall qualifY and serve without the duty or obligation of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this ~.the preceding eleven (11) pages, this ~ day of ~";e 1991f: 7 .. /;, t. cz.f1 (2./1/1..- R. Dale Parr (SEAL) We, the undersigned, hereby certify that the foregoing will was signed, sealed, published and declared by the above-named Testator as and for his Last will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. ~ ~~SEAL) Residing at: Cli~ fJA:~..-l:JSJJ; ~~~~)?(S"~) Residing at: (SEAL) C~C~~ //'0/";- , (SEAL) Residing at: 12 . . . . COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND We, R. Dale Parr, Robert R. Black and <= OWflOI ( 'i'fl{,fi'f' the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will, and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness, and that to the best of their knowledge the Testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. (?,S,aJi; r~,'v'- Testator R. Dale Parr (lJre:J ~ witness Robert R. Black Wi~s?~ subscribed, sworn to and acknowledge before my by R. Dale Parr, Testator, and subscribed and sworn to before me by Robert R. Black and l f)i.Ll/-H- 1\ c ,.'_c' /./t,': (r'. witnesses, this I,.d day of' Iii l..( 19* .' I ~.~.. \.~. J\ \ :\, I Notary Public IOTNIlAL SfA1. SUSAN It GUYtR.~PIM: Carlisle, CumOOrlaml CotJrty My Commission Expires Selll. 4, 1995 13 21 - 96 - 311 ({ENUNCIATION In ReEstBleof R. Dale Parr deceased. To lhe Register of Wills of CUlllbc r I and Counly, Pennsylvania. The undersigned Ru th C. Pa r r, wife, of Ihe above decedenl, hereby renouRce(s) lhe righl to administer (he est ale and respectfully ask(s) Ihal Lellers Testamen tary be Issued 10 Susan P. Rubenda 11 and F inancia I Trust Services Company WITNESS illY hand Ihis .2111L day of March -' , .,. ,I . f- r' ,- , //-~'_ 7,.-- ~~I""" r"'; Ruth C. ParlSlgn tu;e) . ' 371 Belvedere Street Carlisle, PA 17013 (Address) (Signature) (Address) M t':~ o.~ N ~I).; :> (Signature) -"'.' :;; E: L . 'J , - ) : :1 - - i' 0: S? ,(:": c- o:: ,. (Address) " o.-J '.1 '-" Q; 'l:l .~ E '110:: ex: p' 2:J UO , 19-2.L, ., -~ ~~ -- # '.. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF R. DALE PARR Late of the Borough of Carlisle SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account flied March 27, 1998 $ 1,087,311.07 Distribution Market Value March 3. 1998 Susan P. Rubendall 6500 shs Carlisle Cas., Inc. Principal Cash Income Cash $ 315,659.50 45,710.49 1,067.03 $ 362,437.02 Saundra J. Hamilton Real Estate 25 West Locust Street, Ephrata Loan, past due utilities Ephrata property Loan, rent Ephrata property November, 1997 - April, 1998 2500 shs Carlisle Cas., Inc. Principal Cash Income Cash $ 197,000.00 5,486.43 10,200.00 121,407.50 27,276.05 1,067.03 $ 362,437.01 Financial Trust Services Company, Trustee under Will R. Dale Parr, FBO Leah S. Cochran $682,537.94 Cost Basis $140,257.81 45,710.49 1,067.03 $187,035.33 $197,000.00 5,486.43 10,200.00 53,945.32 27,276.05 1,067.03 $294,974.83 3000 shs Carlisle Cas., Inc. $ 145,689.00 $ 64,734.37 Principal Cash 34,996.00 34,996.00 Income Cash 533.52 533.52 $ 181,218.52 $100,263.89 FinancIal Trust Services company, Trustee under Will R. Dale Parr, FBO Zachary p, Cochran 3000 shs Carlisle Cas., Inc. $ 145,689.00 $ 64,734.37 Principal Cash 34,996.00 34,996.00 Income Cash 533.52 533.52 $ 181,218.52 $100,263.89 ~ U ~ ~ ~ ~ T.>"~; '0 l ~ <> .- '" w _ ...c ;. u u :... c: l'.' oJJ{'.) "" U,J . cg;;:: ~I-p g ":. ~: -: (.1 _, ,_ .") tY ., -' -'~. } <I~o.;!~ - . 1.'::5 c ~ ~L.' 'to ;: g 1 ~ 4~ " -g l:' ~ t Cir;~'~;J ......"''''~ ......~- ..... "4"'u _0 ::J u-_ ~o ~ o~" .. Q ;l n.=-; cJ c, p' ,. 1'-. r.: _ ~ :.J ". "-"" .~ ~ ~~~ ~ s 81;;8 ~ 8 CIlCl :.-. !!lti~~ i ~ ~BI~ 8~a IIlCll &l "" ga =;1", ~ C C j:!CIlfio<l>l C ... Cl sUi ~,,;~~~ 8~l>':.-.~~'::l!!l~ ~Oa'\ ~U]cn ! !nt;c:l~Ugjiil ;!ffi~ .iS~tle i!lB~S~gj~iil~ c: -:: :: >- ::l - i ~:d 0 c ,- :: c U ,. '" ~ .' '" ::I::1~ ~ 'U <> c d\ U) Q.::: iii u" 0- cu- "'.a -S.oOa;ID~ >. _=- .l:o .. c:: >D 0'->0-_ .,) (';j '" 3: <0'" .- ~ '" g'",'tlcSal c.. ... co 0 '" EEtn%!Cu a . '" _mlo.-~cn ~ ,.. ... QJ U)- CJ) 0 ru Ocn ... .cQJ~CCQJ . :-5_4l.:.t<<j UQJ i ,.. oc'O,8gtn "< ';;;..U N ~~'O\II~QJ '--.., .- i 'rIlt:: ';:: ;: C to 4J Q) ;,L ~.~ ocuco,ca.-5...- Cue .....c ~ .. c ca 0'" G)'- m -'- c..c:'" ~ t:a.n;::l-~ ':i - .. ._ "tJ E 0 0 .... (';j ~ ~:ii.=~~! ~ .- j:! .., me ~.E .. U "" ~.58:Ecucc -S c:: C ...... mom .- (';j ~cDO "'E~ c:: ~ ~ .-...- 0'0'- 0 .- i~t:-C.u)( ~ j:! j:! U Q) :I 1/1 co ... Q) .J:oc"'oc Q)- Q,)"" > 0 ... C..c () E n:l cu 1:,) - ~.- r: .r:.;: .r: c: ("..I. -~ ..:.- ;:.> _ 1\ _ .. v _..c "" C COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No, 21960311 ESTATE OF R. DALE PARR Lato of the Borough of Carllslo FIRST AND FINAL ACCOUNT OF FINANCIAL TRUST SERVICES COMPANY, SUCCESSOR TO FARMERS TRUST COMPANY AND SUSAN P. RUBENDALL CO.EXECUTORS Dale of Death: Lellers Granted: First Complete Advertisement of Grant of Lellers: Account Stated to: March 17, 1996 Apri115, 1996 May 17, 1996 March 3, 1998 SUMMARY & INDEX Eaw PRINCIPAL Receipts Net Gain or (Loss) on Conversions Adjusted Balance Less Disbursements Balance before Distributions Distributions to Beneficiaries 5 S 817,918.88 86,915.35 S 904,834.23 (147,789.39) S 757,044.84 (77,708.00) S 679,336.84 2 3 4 Capital Changes Principal Balance Remaining 5 S 679,336.84 INCOME Receipts Less Disbursements Balance before Distributions Less Distributions to Beneficiaries Income Balance Remaining 7 S 65,036.74 (4,610.83) S 60,425.91 (57,224.81 ) 6 7 3,201.10 COMBINED BALANCE REMAINING S 682,537.94 COMPOSITION OF NET BALANCES Princioal Real Estate, 25 West Locust St., Ephrata, PA 15000 shs, Carlisle companies, Inc. Cash Liabilities: Saundra J. Hamilton, past due utilities Ephrata Properly SauRdra J, Hamilton, rent Ephrata properly Nov. 1996 to April 1998 Markel Value March 2. 1998 Account Value $ 197,000.00 $ 197,000.00 $ 728,445.00 $ 323,671,87 $ 142,978.54 $ 142,978.54 $ 5,488.43 $ 5,486.43 10,200.00 10,200.00 $ 1,084,109.97 $ 679,336.84 Income $ 3,201.10 $ 3,201.10 Cash PRINCIPAL RECEIPTS InveRtoN Flied Per Copy of Inventory Flied $ 787,515.70 Subseouent Recelots/Adlustments 1/28/98 PA Dept. of Revenue, refund PA Inheritance Tax Liabilities: Saundra J. Hamilton, past due utilities Ephrata property Saundra J. Hamilton, renl Ephrata property Nov, 1996 to April 1998 $ 14,716.75 5,486.43 10,200.00 30,403.18 $ 817,918.88 TOTAL PRINCIPAL RECEIPTS 2 <. PRINCIPAL CONVERSIONS INTO CASH ~ Loss 05/16/96 2600 shs, Carlisle Cas" Inc, Proceeds Inventoried at 134,010,52 112.206,25 $ 21,804,27 06/27/96 2098,568 shs. T. Rowe Price Inll, Stock Fund Proceeds 27,813.00 Inventoried at 26.305.55 1,507.45 02120/97 5000 shs, Carlisle Cas., Inc. Proceeds Inventoried al 171,494.26 107 .890.63 63,603.63 TOTALS $ 86,915.35 $ Net Gain or (Loss) Transferred to Summary $86,915.35 3 I PRINCIPAL DISBURSEMENTS I , I I 04/04/96 Register of Wills, Letters Testamentary $ 462.00 04/23/98 Cumberland Law Joumal, adverlislng Letters Testamentary 60.00 I 04/24/96 Ephrata Radiologic Assoc. 41.19 I : Royer Pharmacy 41.00 05/22198 SI. Joseph Radiology Assoc. 8.80 Posey & Grbach, PC 326.25 OS/24/98 Ruth C. Parr, reimburse for repairs to Ephrata properly 6,208.93 OS/28/96 Curlls Kulp, repairs to Ephrata properly 5,000.00 06105/96 The Senllnel, adverllslng Letters Testamentary 67.37 06/12196 Register of Wills, estimated PA Inheritance Tax 38,000.00 07/03/96 Register of Wills, Shorl Cerlificates 3.00 07/10/98 Greenwood Pharmacy 334.98 07/23/98 Ephrala Area School Dls\. Real estate taxes Ephrata properly 2,443.53 08/14/96 Ruth C. Parr, reimburse for funeral expenses 5,606.00 09/05/96 W.E, Peters & Sons, Inc., electrical repairs to Ephrata properly 1,984.81 Lancaster Carpet Marl, balance due carpet for Ephrata properly 4,040.15 Old Guard Insurance Co., premium 29.00 09/18/96 Register of Wills, filing fee 15.00 Register of Wills, cerlified copy of Will 2.00 10104/96 Register of Wills, addillonal probate fee 35.00 12117196 Susan p, Rubendall, partial executrix fee 12,425.16 Lancaster County Treasurer, real estate taxes 840.84 03/18/97 Register of Wills, filing fee 15.00 04/07/97 Register of Wills, additional probate fee 35.00 04/15/97 PA Depl. of Revenue, 1996 PA 40 tax due 59.00 IRS, 1996 Form 1040 tax due 2,121.00 04/24/97 Register of Wills, Short Certilicate 3.00 07/01/97 Borough of Ephrata, rental permit fee 182.00 08/07/97 Ephrata Area School Dlsl. Real estate taxes Ephrala property 2,291.79 08/08/97 Old Guard Insurance Co., premium 717 .00 08/27/97 York Elevator Co., service at Ephrata property 2,989.20 09/04/97 Old Guard Insurance Co., premium 60.00 03/02198 Borough of Ephrata, past due itllilles Ephrata property 5,486.43 03/02198 Ephrata Borough, County and municipal real estate taxes 504.32 Reserved: Susan P. Rubendall, balance executrix fee 12,425.16 Financial Trust Services Co., executor fee 24,850.32 Robert R. Black, Esq., attorney fee 17,675.16 Closing and Filing Fee 400.00 TOTAL PRINCIPAL DISBURSEMENTS 147,789.39 4 ,5- rl',I - J INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE =~-=~=__ ._~===='.~___c=;_~"=_'= '.' ,_WITJ:LlriJ;~12 ~8lSJ E ROF WI LLS).. ! or<:LO["41 ~ N'l.lr IlA5t FIIl~T AND I,lICOl[ 'NltlALJ . Parr. R Dale ---------..-.------.---. . --- -..--- .---- I 50CIAL SECuRI'" NUMUE" t DAft OF OCAW : 277-07-7213 I 3/17/96 :- SU~5POUSEi;;;'U[:"lf APPUCAOlO--------- , . _H 3. Remamde, Return trot dales pflanD 12-1:!-82) CJ "",. Future Inllfes' Compromise l~K-] 5. Federoll E!Otale T4It (tor dates of dealh aner 1:! - t:!-II:!) Return Requited 6 Oecf!denl died Tesl41e 7. Decedenl Maintained .1l.JvlnO Trust 0 8_ Tolal number 01 Sa', OepOSI1 (Attach copy 01 WIll) (Attach copy of trusll Bo.es ALL CORnESPONOENCE ANO CONFIOENTIAL TAX INFORMATION SHOULO DE OlnECTEO TO . COMPlETE WJUNG ACORESS i Farmers Trust Company 1 West High Street P.O. Box 220 Carlisle, pA 170.13 197,000.00 570,074.30 CC...1,A1N""...t.tH:F.'Ij...."l'/.....IA nPARIUl'.T ,)Ill. ',t 'lll (TP! :!\:Ml IIAJl~51l1.,'la l"lll;e-''''Jl Ruth C Parr II1 C:J iJZJ I OrIginal R~turn .. umlted E slate ,-L NAUE ! Financial Trust Sorvices Comj:lany t TELtPHCNE NUl,IOER. -- . i 717 -240-4504 I ,. Real Estate ( Schedule A) II) 2. Stocks and Bonds {Schedule BI (:!) 3. Closely Held Slock/Partnership Interest (Schedule C) (3) ... Mortgages and Notes Receivable (Schedule 0) (4) 5. Cash, Bank DeposIts & Miscellaneous Personal Property (5) (Schedule E) 6. Jomtly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule L) 8. Tolal Gross Assels (tolallines 1-1) 9 Funeral E.penses. Admlnls!tatrve COSIS, Miseetlaneous (91 E.penses (Schedule H) 10. Debls Mortgage Ullbilities. Uens (Schedule ij 11. Total Deductions (tolallines 9 & 10) 12. Net Value 01 Eslale (line 1\ minus line 11) 13. Chan1able and Governmental Bequests (Schedule J) 14. Nel Value SubJect to Tax (line 12 minus line 13) f\;ll{JA'1 '.ct cr^TIIM'(111~/3IiO' O(;lr.-li t.[ll1. .1 ":;P'lU~.Al . V' pr.VlIlTV CIll.Olr ,,\ r:IAIl,.4(O FILE NUMnn\ 21 -%--0311 .1;r]U'!'''cun 'fl.An " ~~,~~~=:- CfCl t:t: ,,1 1 (OI.l"t(Tr "'nOll[~~ OAf( or OlRlt. 371 eelvedere Sl,eel Carlisle. PA 17013 , CU"",, Cumberland 6/19/13 I~OCI"'l s(-t;uAit;P;UUHEit---~' I 162-36-9670 ......OU~'~C~VEOI5[['NSllluct~Nm 614,728.85 2. Supplemental Relu," None _____ 20.0CO.00 441.40 (61 17) None -------- None (81 787,515.70 (10) 77,474.17 14,404.68 91,878.85 695,636.85 (Ill II~I (13) (141 ---------- 695,636.85 I ", Spousal Tran~ter (for dates after 6-30-94) See Instructions for Apphcll! Ie Percent on Reverse (15)_ Side. (Include values from Schedule K or Schedule M) 115 Amount of line 14 taxable II 15% rale (16) (Include values from Schedule K or Schedule MI 17. Amount 01 line ,.. tallable at 15%rate (Include values from ~chedule K or Schedule M) 1 S. Prmcipal14ll due (Add tall from line 15. 16 and from line 17) 19. Credits Spousal Poverty Credit Pllor Payments 0.00 + 38,000.00 + 357.?1~3.?_ X 0.00 = ______ 337.863.53 X 06 000 20.271.61 (17) 0.00 0.00 X 15 == (181 20.271.81 Discounl 2000.00 Interest 0.00 t191 (20) 40,000.00 19,728.19 20. It hne 191s greater than line 18, enter the dIfference on line 20. This IS the lI7 OVERPAYMENT Check here II you ilre lequestlng a relund of your overpayment. 21. II tine 18 IS grealer than line 19, enter the drtlerence on line 21. This is the TAX DUE 1~1) ~,_.- ._-~ -- -- A. Enterlhe inlerest on the balance due on line 21 A. (:!t A) B. Enter the total of line 21 and 2tA on line 21 B. ThiS is the BALANCE DUE. 1:!1BI ,__ Mak.~.~heck Pay_~ble to: ~_!!.g'st.~! of ~~Is,_ Agent _ .-:..--=-~,=,:,,,,;,,~=-_-:::::"_':' DE SURE TO ANSWER ALL OUESTlONS ON AEVERSE SlOE ANO TO RECIiECK MATH Under penalt'U of pequry, fdecli'ieih'"'al: l1iiYeeiii'iTlined thiS return, Includtng accompanVlng schedules 'and staiements, and 10 Ihe best 01 my knowledge and bellet, It is true, correct end complele. I declare thai all real estate has been repOr1ed at true market value. Dectarallon 01 prepare' other lhan pe,sonal represenlattve is based on all mformallon of.~~.!!.~l!~~'t ~n~led.ge ~,_.,----- SI, NATUnE ON'lj"-JO~ Af5PON5IDLE Ff,R FILING RETUnN AOORESS" Vc. /;-./- -i?L. 'ilk -.:J\\JLLhl(, ~{'["/0Lt Fi ncial Trust ~_,,-~ce!!_CI:>r:np.~~L___. C M-Lt.) L l ___lrLJlt_' ~_ ~___..1: J I - (11 ATunE OF pnep.REA OTHEn THAN AEPne:;ENTATlVE AOOnESS =_. 0.00 0.00 Dale Dale CXIAH;>>MI&lfWOII'I..'l'...... "'''''&te. '''lWftIM ""101'"(lICUlfN' SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ! ...~~,' .c.~,o-.=~o~o".o.,,".,.,o .,..c ._O~ ..- - . .... '. .. _ ..... , ,. !:,!oa~e. t-'ftn.LollYPe....n ..___. -FiLE NUMDER-.-----.--- .n_21.:::!111-031 , ESTATE OF R, Dole Parr --nEM NUMDER -----n"Eilcnll'liOtr-.---. AMOUNT 1, Ephrala Radiologic Associates, balance due 2, Royer Pharmacy, prescriptions 3, I Sl Joseph Radiology Associates, balance due 4, I Possey & Grbach PC, professional services 5, I Ruth C, Parr, roimburse for repairs to residence 6'1 Curtis Kulp, repairs to residence 7. I Greenwood Pharmacy, balance due 8'1 Ephrala Area School District real estate taxes for rosidence ! 41.19 41.00 8.80 326.25 6,208.93 5,000.00 334.98 2,443.53 Total (also enler on Itne to recap':itulallonl (It more space Is needed. insert additional sheets at same sin) 14,404.66 ~4&.ntOl'~'''''''''lU''''' ....,,'.u.c. ,,,.01\0.... SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE ....."'~(Yor." ESTATE OF R. Dalo Parr FILE NUMDEn 21 -96-0311 PART A: Enle, Ihe delCIIPltOn end value 01411 ,"te,OI", bolh r4'4ble 4nd non-le.4ble, IIgOlole.. o. loc4lton (ne. 01 deducltonl) whICh pe~~!.decden'" .u,vo"~g"I'.~".'e.t>r.w,".,~t!.I!"c'y.._oP..!'_"~~Ei'.w, or Olh.''"'.~__ _ ___ ____ Descl/p.~P!1_Qf Items --.-----------____n__. ..:..~!!>~q~ ______ Financial Trust Services Company Trusleo FBD Ruth C. Parr Financial Trust Services Company Trustee FBD Ruth C Parr 14,728,85 600,00000 RMMgtOl: ~..-",e' the 4mOtt-"' !!IO~ ~..l!llt ~4IP1U~I~_~/'IftI!n I~!t O_eCfldenllMrO'f'Nhon $ecr,_~~ Election To Subject Property To Tax Under Section 2113(A) As a Taxable Transfer By This Decedent. tf S tlust 01 slmmsI lI11angemenlls enteled in whole 01 In part tIS an asset on Schedule 0 a.. I' a lIust 01 simllial &langemenl is lisled on Schedule O. and b. The value or Ihe tlusl 01 IImllt.r arrangement IS enleled in whale 01 in part lIS "n uset an Schedule 0 'hen 'hellenlfe,or'l pe..onelrep,elentalrve mey .peclfiC4l1y idenltfy thellUl' (ell or . ~eclion.' portion 0' pe,c.nt4ge) 10 b. Included in the .Ieclion 10 heve such IIusl 01 similial plaperty tlealed as a laxable transfer in this estate. If less than lhe enUre value o'lhelrusl or slmlliar property is included i\S a '..eblel,enll., on Schedule O. th. p""onal '.pre..n'ative 'hell be conlldered 10 have made Ihe eleclion only a. '0 4 ~aclton of Ihe IruSl 0' IImtliar ellangemen!. The numeralor ollhlS hClion il equ.'lo Ihe .mounl ollhe l,uS! 0' .imtli., allangemanl ,"cluded 01 .t...ble ."., on Schadule O. The denomin.,o,,, equel to Ihe tolal value a' the Irust or simlliar arrangement. 614 ~2BB5 ELECTlON~ Do you elect under Secllon 2113(;1) fa Ireal "s a taxable transfel in Ihls esl41e all or a portIon of a trusl or Similar arrangemenl Created for the sole use ot this decedent's SuNM'ng SPOuse during Ihe surviving spoule's entire lifeUme" YES ,XJ ND c: Signature Date Note: It Ihe election applies to mare than one Irusl or simlliar arrangemenl. then 4 separate form must br signed and filed Part B: Enter the deSCription and value ofiJiU inleresls. both laliJible and non-taxable, regardless of IOC31l0n. (nel ot deduCllons! which pan 10 Ihe decedent's SUlVMng spouse tar whIch a Section 2113 (a) electIon is being made. DescriPtion of ite'!1!!._ --'------ Amount Value cf Remainder Interest, See Schedule M 256,955.53 - . Part B T Olal --..------.. 256,95553 ESTATE OF R. DALE PARR Continuation Schedule M File # 21-96.0311 Annual Total Annual PV Annual Year Trust Value Invasion Annual Income Distribution Factor __f"i!ygut 1 6-j(728.85 '-30)36~44--" 40~572~io -- --7T.30-8~55 . "0 913352265 65,129.82 2 583,992.41 29,199.62 38,543.50 67,743.12 o 809664352 54,849.19 3 554,792.79 27,739.64 36,616.32 64,355.96 0.71395509 45,947.27 4 527,053.15 26,352.66 34,785.51 61,138.17 0625753898 38,257.45 5 500,700.49 25,035.02 33,046.23 58,081.26 0.544716742 31,637.83 6 475,665.47 23,783.27 31,393.92 55,177.19 0.470624018 25,967.71 7 451,882.19 22,594.11 29,824.22 52.418.33 0.403325777 21,141.67 8 429,288.08 21.464.40 28,333.01 49,797.42 0.342702378 17,065.69 9 407,823.68 20,391.18 26,916.36 47,307.55 0.288497262 13,648.10 10 387,432.49 19,371.62 25,570.54 44,942.17 0.24035071 10,801.88 11 368,060.87 18.403.04 24,292.02 42,695.06 0.198000312 8.453.64 12 349,657.83 17.482.89 23,077.42 40,560.31 0.161259431 6,540.73 13 332,174.94 16.608.75 21,923.55 38,532.29 0.129824977 5,002.45 14 315,566.19 15,778.31 20,827.37 36,605.68 0.103213342 3,778.19 15 299.787.88 14,989.39 19,786.00 34,775.39 0.080881517 2,812.69 16 284,798.49 14,239.92 18,796.70 33,036.62 o 062365621 2,060.35 17 270,558.56 13,527.93 17,856.87 31,384.79 0.047261164 1,483.28 18 257,030.63 12,851.53 16,964.02 29,815.55 0.035168095 1,048.56 19 244,179.10 12,208.96 16,115.82 28,324.78 0.025683097 727.47 20 231,970.15 11,598.51 15,310.03 26,908.54 0.018414521 495.51 21 220,371.64 11,018.58 14,544.53 25,563.11 0.012972873 331.63 22 209,353.06 10,467.65 13,817.30 24,284.95 0.008984768 218.19 23 198,885.40 9,944.27 13,126.44 23,070.71 0.006122513 141.25 24 188,941.13 9,447.06 12.470.11 21,917.17 0.00410694 90.01 25 179,494.08 8,974.70 11,846.61 20,821.31 0.002715491 56.54 26 170,519.37 8,525.97 11,254.28 19,780.25 0.001771202 35.03 27 161,993.40 8,099.67 10,691.56 18,791.23 0.001138749 21.40 28 153.893.73 7,694.69 10,156.99 17,851.67 0.000721875 12.89 29 146,199.05 7,309.95 9,649.14 16,959.09 0.000452466 7.67 30 138,889.10 6,944.45 9,166.68 16,11114 0.000280594 4.52 31 131,944.64 6,597.23 8,708.35 15,305.58 0.000172363 2.64 32 125,347.41 6,267.37 8,272.93 14,540.30 0.000105288 1.53 33 119,080.04 5,954.00 7,859.28 13,813.28 0.0000388021 0.54 ------ 357,773.32 .- / I:\TER:\,\I. IU-\'I-::\('I: SER\"I.r ,'1,\1'1'1' NorLhc'ast RI:~ioll Da t e : ~ \"l~ \ ~~ . R, Dale Parr Estate Fill,"lcial Trust Ser\'iel:s Co, ~ Farmers Trust CO, I West High St.. P.O. lIox 221l Carl is",. 1',\ 1'01.1 // Peparlmelll "I' thc' P.O. - 2.1 r rl.'.."'u r y i" ~' I: ; , i,l E...tal'~ of: I{. Pall: 1',,1'1' Peeedl:llt', SS:\: DaLe of Dealh: Pl.'rSllll lo ronlacl: Pau J ('ollla.:l Tell:pholle Numher: 2---0.-~21.1\' 11.1/ I -/'Il> F, ~Iesurl: { (,-'1.-01121 ( 2 I 5) .' I ,,- 2.' 0 'I Estatl: Tax Cl'lSillg Leltl:r (This is lIo1 a hill for tax duel Our computat ion nf thl: Fc,",ral lax I iahi lily for the al"l\'c' cst.lle is shoWIl "clow. It docs not ill!:lude any illterest or latc paymcnt p('nallies that may hc' chargcd. bul olhcr penallies have beell ,:ollsidered ill the .:omIHltation. You should kccp a copy of lhis It.'tLer as a pt.'rmanenL re.:"rd bt.'!:ause your attorllcy may nced it to close Ih(' prohatl: procl:edings for the estaLe, This lett"r is evidcnee that the Federal tax return for the cstate has eithcr hecn lIceeple" as fi led. or hilS heen accepted after an adjustment that you agreed lo. This is not a formal closing agreemellt ullder section "121 of Lhe Internal Rcvenuc COlic. We will not reopl:n this case. howevcr. unl..,s, f{('v..,nuc Pr".:eelure 94-68 appl ics. See attached copy. If you hlll'e any qucstions about this letter. please writc or call the p"rSlHl whose namc and tel"phone numher arc shown at th" top of this I"tter. If you write to us with qu"stions about this Ictter. pleas" pl'lH'id" your tcl"ph'.ln" numher and the most con\'"n it.'nt t imt.' for us to ea /I i I' we necd add it iona I information. Please attach this letter to any eorrcspondenct.' to hclp us identif your case. Keep the Clll>Y rur Yllur recoJ"lls. Thank you for your cooperaLion. cc: Enclosure: Copy of this letter sincerel\' \'ours. ..A" ~ /:)....., &'tl.-'!.P~U .--of ./. /"/ I' ,/ Di eetk'r. SCJ'\'i Centl:r TOTAL TENT.H I VE TAX,.,..".".",. . . , . . . , , , . , , . . . . . . , . , . , . . , $ LESS: GIFT T\XES PAYABLE ((;IFTS \1,\llE AFTER 12-.11-.6).......$ UN I F I ED CRED IT, . . . . . . . . . . . . . , . . . . . . . . . . , . . . . . . , , . . . . . S CREDIT FOR STATE DUTil 'L\XES..,.....,........".,.",$ CREDIT FOR GIFT T,\XES (0'1 (;11'1'5 PRIOR TIl 1-1--.1.....5 CREDIT FOR FOREln'l DEATH T..\XE5.....................,.S ('REI1IT FOR T.\:\ m: PIUUI{ TRA:-;SFFRS.........,.........,; TOL\1. SI..IITRM.TIONS.....".".,..,.,.,..,........,.",..,.,.. S NET ESTrlTE TrlX.........""..........,.......................; GENERATIO:\-SI\IPPI'I(; TR.\~;SFER T,\XES...................".....S SEcTlO~ ~qSO.~ INC'REASED EST..\TE TAX..............,.......,.. ,$ TnTAI. TR,\NSFER T.\XES",....,....""...... . . . . . . . , . , , , , . . . . .;; pE~;:\LT I ES. IF ..\:-;Y.,.,.,.....,..",.,.....................,...; P.O. IIllx .1.11. lIensa I <:11I. P.\ '''020 I.t...t tt..'r (i2-t:~(~l IlJ2,aoo.no n,no '''2,Son.no '1.00 n.oo O,IlO lI.nll 1 .,:, ,,00. Oil q. ill) 0.00 0.1l0 o.no 11,110 I Re\', 5-"" 1 -, ~ _J f.'; (:' \ ,. , emIPl''!',\T Ill:, \ II I ST.-IT! T..I:\ Pl'Cl'dl'llt: I:. I>all' 1'1111 S S:\: ~ - - - (I - - - ~ J .1 I' 1>/1': 0.11 ,- I'I{, \'l'ar III dl'atil I till" ----------------------------------------------------------------------------- G r (l ~ ~ l,.' S tat t,.' it S r t' t U !'rHo' d (l r it.... (: (1 r r t' I,: t t'd . . .. . . . . .. . .. . .. .. . .. . $ , Tnt it I d l' d llt' 1 i (l n ~ it S r lO t u rr1t.' d (l r 1I.... L' 01" r L' l' l (,.' cI . .. . .. . .. .. .. .. .. . .. .. .1 TiI:\lIhlc t.'....talL. on I'L'lurn Ill";aS (...orrl'cll'cI................. 4 Ad j u ~ t "d t,,~; a" Il' F i f t ~ . . . . . . , . . . . , , . . . , . , , . . , . . , , . . . . , . . . < Total adjU'dl'd taxa"ll' l.',tatl' (Lilll' .1 pili'" I ill" 4)....... I> Ten t "t i \' eta x . . , . . , . . . . . . . . , . . , , . . . . . . . . , . , . . . , . . . . . , . . . , tI Lessl'r l,f lilll' ~ or S~J.040,OIJO if lilll' 5 > SIO.OOOO,!lO(l: if line 5 < SI0.(I00.0(lO. tilen line -C' = 0,(10 il Suiltract SI(J,OO(J.O(lO fr'"I1Lin" -"........................ C EntL'r 5 .~, of Lin" -il..................................... oS To 1 it I t t.. lit it t j \"C 1 iI X (I. i n e l\ p Jus L j nt.' - C ) . . . .. . . .. .. .. . .. . .. . .. .. 9 :\ggrcglltc gift lllXt:~ JHI~'ah)c afll"r Iq-t,.................. ]0 Gross estate ttlX (Line 8 less Line ql"",.".,.,.,. '.", 11 l.'nified ,'redit ngainst estate tax........................ I~ Adjustlllent to unified ,.redit............................, 1.1 ,\ndlllhle credit (Line II less Line I~).................. 14 Halance (Line JO less Line 13)........................... 15 Credit for ~Late death taxes............................. II> lIa la n c e (L in l' I 4 I e 5 5 I.j n e I 5 ) . .. .. .. .. . .. .. .. .. .. .. . .. .. I~ Credit for federal gift taxes............................ IS Credit for foreign death taxes........................... 19 Credit for tax on prior transfel's........................ ~O Total (acid Lines I~. 18 and Ill).......................... 21 Net estate tax (Line 16 less Linl: 20).................... ~2 Generation-skil'ping trnrlsr~r lilXCS (frorn Sch R).......... 23 SI:ction 4lj80A increased I:stllte tax (Sch S).............., 24 Total tl'ansfel' taxes (add Lines ~I. ~2 and ~3)...,...,. ,. ~5 EsLate tllX pre\'iously assessed..".,....,...",.,...,.". 26 Tnx iner,'a5e 01' (decrease) (L i ne ~4 I l's5 L j ne 25)..".,.,...,..,.,...,.....,."..., ~'7 Sc:ctiOtl 6h::'J(n)(]) Pc:naltil's nssl.ssed.................... Section 1>65J(a)I~) Pennlties assessl:d.................... 28 P~nnJties ns corrcclc:d................................... ~9 Penalty increase or (decrease).,.,.,.,.......... ,..""., Mail notices to: I I I I R. Ila J I: I'a r r bta t e IIII Financial.Trust Service~ CO. IIII ~ Fnl'm"r~ Trust CO, IIII I West lIif!h St.. 1',0, !lox 2~0 IIII Carlisle. PA 170lJ District Office: ~J Mai I copies of not ices to: IIII IIII IIII IIII IIII Rc\' . Dat" of Report: Disk 10~Olj4 "'10, - {.O . ~ I I (10. -{ill. 4 I MIO, ()(I 0 ,(I() O,O() hOO.OOO,(I0 Jlj~,ROO.OO 0.00 0,00 0.00 1'I~.800,OO 0.00 IlJ2,SOO.O(l 1'I2.s00,OO 0.00 1'12.800.00 0,00 0,00 0.00 0.00 0,00 0,00 0,00 0.00 0,00 0,00 0.00 0.00 0,00 0,00 0.00 0,00 0,00 O'l-.Iun-(/- :: 6-'17-002 , /j (/ 1" ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' '- ~ BUREAU or INDIVIDUAL TAXES IN'" A: II_Nfl tal DIVISION 1.....;.1 lIoua tIUAlSIURG. pa IIlla-oltOI NOTICE or INHERITANCE TAK APPRAISEHENT. ALLOWANCE OR DISALLOWANCE or OEDUCTIOHS AND ASSESSHtNT OF TAX .1'.1'.'......"..,' 12-15-97 PARR 03-17-96 21 96-0311 CUMBERLAND 101 R D FINANCIAL TRUST 1 W HIGH ST PD BOX 220 CARLISLE 5ERV CO DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN A,nount R."lUed \ 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 ~ iiiV:i5Cjj-EiCAFPTii';:97THOTiCE-OF-YHHEiiiTAiiCE-TAx-WPRiiiSEHEHr;-Ai.i-OWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX R D FILE NO. 21 96-0311 ACN 101 T AX RETURN WAS I ( I ACCEPTED AS FILED I X I CHANGED SEE PA 17013 ESTATE OF PARR DATE 12-15-97 ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO, 01 1, Rool Estoto (Sched.lo Al III 197,000.00 NOTE. To Insu," propor 2. Stocks ond Donds (Sched.lo BI (21 570.074.30 orodH to yo.r occo.nt, 3. ClosolY Hold Stock/portnorshlp Intorut ISchodulo Cl (31 .00 s.bnH tho upper portion 4, Horta.au/Notos R.eel..blo (Sch.dulo 01 (41 20,000.00 of this forn wHh your 5, cuh/Bonk Doposlts/Hhc, porsonol Proporty (Schodulo EI (51 441.40 to. p.yn.nt, 6. JointlY Own.d Proporty (Sch.dul. FI 161 .00 7. Tronsfors (Schodulo GI (71.00 B, Totol Auots IBI 7B7 .515.70 1'1 I1UI 77,474.17 14,404.68 1111 1121 1131 1141 ql .A7A R5 695.636,85 .00 695,636.85 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanse./Ad". Costs/Hllc. Expense. (Schedule Hl 10. Debts/Horlgage Liabilities/Llans (Schedule Il 11. Tot.1 Deductions 12. Het Value of Tax R.turn 13. Chorlt.blo/Go.ernn.ntol BO.UOltS; Non-oloctod '113 Trusts (Schodulo Jl 14. Hot Vol.o of Estoto S.bJoct to To' If an assessment was issued previOUsly, lines 14, IS and/or 1&, 17 and 18 will reflect figureS that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Lin. 14 .t Spousal rat. (15) 1&. A"ount of Lin. 14 taxabla at Lin..l/Clall A rat. (1&) 17. A.aunt of Lin. 14 taxable at Collat.ral/Cla.. Brat. (17) 18. Principal Tax Du. TAX CREDITS: PAYHENT DATE 06-13-96 NOTE: 287,15B.89 408.477.96 .00 X'OO= X .06= X .15= 1181 ,00 24,508,68 .00 24,508.68 RECEIPT NUHBER AA112931 DISCOUNT (t I INTEREST/PEN PAID I-I 1,225,43 AHOUNT PAID 38.000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 39.225,43 14,716.75CR .00 14,716.75CR . Ir PAlO AFTER DATE INDICATED. SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS,I RESERVATION I E.tat.. of d.c.d.nt. dying on or b.far. O.c..b.r 12, 191Z ~- I' any future Int.r.st In the .stat. I. tran.f.rr.d In pass..slon or .njay.ent to CI... 8 (call.t.ral) b.n.flclarl.. a' the d.c.d.nt .ft.r the ._plr.tlan of any ..tat. far Ilf. or for y..r., the Ca..anw..lth h.r.by ._pr...ly r...rv.. the right to appr.ls. and a.s..s tran.f.r Inh.rltanc. Ta_.. at the lawful Clas. 8 (call.t.ral) rata on any such future Int.r..t. PURPOSE OF NOTICE: To fulfill the raqulr...nt. of S.ctlon ZI"'O of the Inherlt.nca and E.tata T.. Act, Act 21 of 1995. (72 P.S. S.ctlon 9140.. PAYKEHT I D.t.ch the top portion of thl. Notlc. and .ub.lt with your p.y..nt to the R.glster of Will. printed on the revers. ,ld.. -~H.k. ch.ck or .on.y ord.r payable tal REGISTER OF MILLS, AGENT REfUND (CR): A r.fund of . t.. cr.dlt, which wa. not r.qu.st.d on the Ta_ R.turn. ..y be requa.tad by co.pletlng an RAPpllcatlon for R.fund of pann.ylv.nla Inherltanc. .nd [st.ta Ta.R (REV-ISIS). Application. ar. available at the O,flca of the R.gl.tar of Will', any of the ZS Ravenue DI.trlct Office.. or by c.lllng the spacial Zit-hour answ.rlng ..rvlce ~b.r. for for.. ard.rlngl In Pann.ylvanla 1~100-S6Z-Z0S0, out.ld. PennsYlvania and within 10c.1 H.rrlsburg .r.. (717) 117-809"', TOD. (711) llZ-ZZSZ CHe.rlng lap.lr.d Only). OBJECTIONS I Any p.rty In Int.r..t not .atlsfl.d with the .ppr.I....nt, .Ilowance or dl.allowanca of deductions, or .ss....ant of ta_ (Includlnq discount or Intar..U .. Ihown on this Notice ltU.t obj.ct within sb;tv (60) day. of r.celpt of this Notlea bYI --wrlttan prot..t to the PA D.part..nt of Rev.nu., 80.rd of Appeals, D.pt. ZII02l, Harrisburg, PA I11ZI-lOZI, OR ".I.ctlon to h.va the .att.r d.t.r.ln.d at audit of the account of the p.rsonal rapra..ntatlv., OR --appeal to the Orphan,' Court. ADHIN lSTRATlVE CORRECTIONS I F.ctual .rror. dl.cov.r.d on thl' a.s.s...nt .hould b. addre.s.d In writing to: Pi Oepart..nt of R.venu., aur.au of Individual Ta_es, ATTN: Post As..ss.ent Revl.w Unit, Dept. Z1060l, Harrisburg, PA 171ZI-0601 Phon. C7(1) 117-6S0S. S.. page S of the booklet -In.tructlans for Inherlt.nc. ,.. R.turn 'or a R..ld.nt D.c.d.nt- CREV-ISOI) for an axplanatlon of adelnl.tratlvalY corr.ctabla .rrors. DISCOUNTI If eny ta. due I. paid within thr.. (5) cal.nd.r aonth. .ft.r the dec.dentt. d..th, a flva p.rcant CS~) dl.count of the ta. paid Is .llow.d. PENAL TV I The IS~ ta_ .-n..ty non-participation p.nalty I. co.puted an the total of the t.. and Int.r..t a...ss.d, and not p.ld b.for. January 11, 1996, the first day .ftar tha end of tha tax a.ne.ty parlod. Thl. non-partlclp.tlon penalty I. .pp.al.ble In the s.a. ..nner and In tha the .aae tl.. period .. you would app..l the t.. and Int.r.st that h.s baen ..I....d .. Indicated on this notlc.. INTEREST I Int.ra.t I. ch.rg.d b.glnnlng with flr.t d.y of dellnquancy, or nlna (9) .onths and on. (1) d.y 'ro. the date of d.ath, to the data of payaent. T.... which b.ca.a d.l1nquent bafor. January 1, 198Z b.ar Int.r..t at tha r.t. of .1. (6~) p.rc.nt p.r annu. calculat.d at a d.lly rat. of .00016.... All tax.. which boca.. d.linqu.nt on and aft.r January 1, 191Z will b.ar Intere.t at a rete which will very fro. cal.ndar y.ar to callndar y.ar with that r.ta announcad by tha PA O.p.rt..nt of R.venu.. Th. appllcabl. Inter..t r.t.s fer 1~8Z lhrough 1998 ar.: '!!!! Int.r.st Pllta Dally Internt ractar ~ Interest Pate Dally Inter..t ractor 1912 zU .000Sfo8 1917 .. .000ZI't7 1911 16:< .000"'51 1911.1991 lU .000301 191'" 11:< .000501 1992 .% .OOOZ"" 1985 U:C .0005S6 1995'199'" 1% .000192 1916 lOX .000Z7... I99S-1991 .% .000Z107 ~.Int.rnt Is calculatad .. followl: INTEREST = BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTDR ~-AnY Notice I..u.d .ft.r thl tax b.cae.. dellnqu.nt will r.flect an Int.re.t calculation to. flfte.n ClSJ day. b.Yond tho data of the .s'.'I.ent. If pay.ent is aad. .ft.r the Int.r..t caaputatlon data shown on the Notlc., additional Int.ra.t aust b. calcul.t.d. , PURPOSE OF NOTlCEI To fulfill the r.qulr...nt. 0' s.ctlon Z14S (b) of the Inh.rltanc. and E.tata T.M Act, Act 21 0' 1"5. U2 P.S. Slctlon 9145). PAyrtEHtl O.t.ch thl tap portion of thl. HotlCI and .ub.lt ..ith vour plv..nt to the A.ghta" of willi prlnUd on the rlvarll .Idl. __ "aka chick or .on.v ord.r payable tal REGISTER OF' MILLS I AGENT. REFUND C CA ) 1 A r.fund of . tax crldlt .av ba r.qua.ted by co.plltlng an ~Appllc.tlon for R.fund of p.nn.ylv.nl. Inhlrltanc. end E.tat. tax~ CREY-151ll. Application. .ra aVI11ab11 at thl O'flc. of thl Rlgl.tlr of Will., en. 01 lhe 'S 'e.enue DII,rl., 0..1..1 er Iroe Ihe D..erleenl'. "-hour oolverln. lervlce ""erl 'or 10r'l ord.rln,' In p.nn.vlvanla l-100-56Z.20S0, out.lde penn.vlvanla .nd ..I thin loc.l Harrl.burg .r.a (7171 717-1094, tOOl (717) 77Z-21SZ (H..rlng IIPllrad Only). DIJECTTDNS' An. .erl. In Inlerell nol lellllled vllh Ihe .llelle.nl 01 Ie. .1 Ihovn en Ihll noll.e ... obje.t vllhln .Ixtv (60) dav. of r.calpt of thl. Hotlc. byl .-vrltt.n .rolnl to Ihe.A D..ort.enl 01 'e..nue, loord.' A....II, 0..1. 21\'21, H.rrhbur.. .A 111'1-1021, OR --Il.ctlng to hlvl the I.tt.r d.t.r.lned .t audit of the p.rsonal rapr...ntatlvI, OR --app..l to thl Orphan.' Court. AD"IH- 1StRATlVE CORRECTIONS I Flctull arror. dl.cov.r.d on thl. .......ant .hould ba addr....d In ..rltlng t01 PA a.partaant of A.v,nu., Bur.au of Indlvldu.l t...., AttH1 Po.t A.......nt R.vle.. unit, Olpt. 210601, Harrl.bUrg, PA 17121-0601, PhOna (717) 717-6505. S.. p.gl S 0' the booklat ~In.tructlon. for Inherltanc. tax R.turn for a RI.ld.nt D.c.dlnt" (REY.1501) far .n I.pl.natlon of ad.lnl.tratlv.ly corr.ctabll .rror.. PENALTY1 thl lS~ tax .ana.tv non'partlclp.tlon p.nalty I. co~t.d on thl tot. 1 of the ta. and Int.r..t .......d. BRd not p.ld b.for. Janulry 11. 1996, the 'Ir.t d.v Ift.r thl .nd of thl ta. lan..ty parlod. thl. non.partlclpatlon .en.ll. II .....leOle In Ihe I." .onnor end In Ihe Ihe I'" II.e .erlod el .OU vculd e....l lhe I.. end Inler.11 thlt hI' b.en .......d a. Indica tad on thl. notlc.. IHtEAESt1 For dltl' of d.lth on or aft.r 10-5'91, p.nn.ylvanla E,t.t. ta. ba.ed on thl F.deral [.tat. TIM r.turn baeo.e. d.llnqu.nt at the .xplratlon of nlna (0') eonth' frol thl dlt. of de.th. For dat.. of d.ath prior to 10.'.91. Plnn.vlvanla E.tat. Tax ba..d on the Fed.ral E.tat. tax r.turn baco." d.llnqu.nt at the .xplratlon of alght..n (II) .onth. fro. the data of death. tex., which blca.. delinquent b.for. January 1, 1912 b.ar lnt.rl.t at thl rat. of .Ix (6X) pere.nt per annua calcullted at a dally rat. of .000164. All taxa. which b.C... dellnquant an or aft.r Janu.rv I, 1912 will ~ar Inter..t at a rat. ..hleh ..Ill vary frOB cal.ndar y.ar to caland.r ya.r ..Ith that rata announc.d bV the PA O.partl.nt of Ravenua. the appllcabl. Int.re.t rat.. for 1'82 through 19'1 ara: Vear Intera.t Rat. DIllv tntara.t Factor Year Jnternt Rat. Oallv tntar..t Factor ln2 20iC .000541 ln7 'X .0002"" 198J 16;( .000438 1918-1991 I\X .000301 1964 11;( .000301 1992 .X .0002lt7 Ins U~ .0003S6 1'9l.I99" n .000192 1966 10:< .000Z7" 1995-1996 'X .0002lt7 --Inter..t I. c.lculat.d a. foI10"'1 INTEREST = BALA"CE OF TAX U"PAID X "U"BER OF DAYS DELI"QUE"T X DAILY I"TEREST FACTOR --Any Notice luu.d aftar the tax baeoa.. d.lInquant ..111 raflact an Intan.t calculation to flftean CIS) d.y. beyond the date of the a......ant. If p.v.ant I, .ed. aft.r the Inter..t co.putatlon dftt. .hoWn on the Notle., additional Int.ra.t au.t be calculatad. I~) '/;-3 FINANCIAL TRUST SERV CO I W HIGH ST PO BOX 220 CARLISLE PA 17013 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 OF INDIVIDUAL TAXES INIIUIIAN([ IAlC DIVISION DlPI. lUbOl HARRISBUwc;, PA 1I1~a.ObOl III.II.lIl"III.". 12-29-97 PARR 03-17-96 21 96-0311 CUMBERLAND 202 R D Anount Rent tted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnlt the upper portion of this forn with your taK p.y~.nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ iffli:j3i.--Eir-AFP--CiiF9"jj-----,,-.-iiiiiic'E--iii=--JiEi'E-Riii'iiATiifri-i\'iiJi-i\S-SESifHEii'r----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF PARR R D FILE NO.21 96-0311 ESTATE TAX DETERMINATION ACN 202 DATE 12-29-97 1. Credit For State Death Taxes as Verified .00 2, Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 23.283.25 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) ,00 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tex Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 "IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.) PURPOSE or NOllCEI PAYHENT: REFUND (CR)I OBJECTIONS I ACHtN. tSTRATIYE CORRECTIONS I PENALTY: tNTEREST: To fulfill the ",qulre.ent. of Sutlan Zl..lj lb) of the Innerltance and [.tate Ta. Act, Act 21 of 1995. (12 P.5. Section 91"5)' D.tach th. top portion of thl. Hotlce and .ubelt with your pay.ent to th. R.gl.t.r of will. printed on the r.ver.e .Ide. .. "ake check or ooney ord.r PIIY"ble to: REGISTER OF MILLS, AGENT. A refund of a tax credit eay be requested by caopletlng an "Application for Refund of Penn.ylvanla Inheritance and E.tate Ta." (REY-1515). Applications ar. available at the Office of the Regl.ter of Will., any of the Z1 R.vonue District Offlco. or frae tho Dopart.ent.. Z"-haur answering service nuober. for fore. ordering: In Penn.ylvanla 1.8aO.!62.ZD50. out.lde Pennsylvania and within local HarriSburg area (117) 181-8D9". 'DOl (111) 11Z-ZZ52 (Hearing I.palred Only). Any party In Intere.t not .atisfled with the a..o....nt of tax II' shown on this notice .ay Object within .bty (60) dan of nulpt of this NotIce bYI ..wrltten prote.t to the PA O.part.ent of Revenue, Board of Appeal., Dept. Z810ZI, HarriSburg, PA I1IZ8.1021, OR ..eloctlng to have the eat tor dot.r.lnod at audit of the personal repr..entatlve. OR --appeal to the Orphans. Court Factual error. discovered on thl. assoss.ent should be addressod In writing tal PA D,pa,t.,nt of R.venu., Bureau of Individual 'a..., A'TNI Post A....s.ent Review Unit, D,pt. 280601. HarriSburg, PA 17128-0601, Phon. (117) 787-6lj05. See page 5 of the booklet "In.tructlons for Inh.rltance 'a. Return for a R..ldent O.ced.nt" (REV-ISOI) for an ..planatlan of adelnlstratlvlly correctable error.. The 15% ta. a.n..ty nan'partlclpatlon p.nalty I. ca.put.d on the total of the ta. and Inter.st a.se.s.d, and not paid before January 18, 1996, the flr.t day aft.r the end of the tax aon..ty p.rlod. Thl. non'partlclpatlon p.nalty II app.a1eble In the sa.. .ann., and In the the sa.. tI.e p.rlad as you would appeal the tax and lnbr..t that has b.en aSlelsed a. Indicated on this notlc.. Additional P.nn.ylvanla E.tate Ta. aSlel.ed a. a re.ult of a change on the F.deral E.tate Ta. Closing letter beco.el delinquent at the e.plratlon of ano (I) .onth fro. the date tho final notice of the Incr.a.o In F.deral E.tate Ta. Is recelyed. Ta.ol which beca.o delinquent beforo January I. 198Z bear Inter..t at the rat. of .1. (6%) p.rcent p.r annu. calculat.d at a dally rate of .ODOI6~. All ta... which b.ca.. dellnqu.nt on or after January I. 198Z will bear Int.rest at a rate which will vary fro. cal.ndar year to calendar y.ar with that rate announced bv the Pi Oepart.'nt of R.yenue. Th. appllcabl. Intere.t rate. for 198Z through 1998 are I V.ar tntere.t Rate Dally Intero.t Factor Vear Int.,..t Aate Oalh Int.,e" Factor 1982 20% .0005..8 1981 .~ .DOOZ'" 1983 16% .oaO~!8 1938-1991 11% .000301 198.. 11% .000101 199Z 9% .000Z..7 1985 13" .000]lj6 1995.199.. n .000192 1986 10% .oaOZ1~ 1995.1998 .~ .000Z..7 ulnter..t Is calculated 01 folloWl1 INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uAnv Hollce Issu.d aft... the ta. b.co... dellnquent will reflect IIn lnt.r..t calculation to flft.en Cl5) day. beyond the date of the a..e'I..nt. If p.y.ent I. .ade after the Int.r..t co.putatlan date shawn on the Hollc., additional Inter..t .u.t be calculated. r.- /'1 'J I j., ( - -...'1 '" ~..~.~~ ~;rJ:~ ;.~ '4P'.,..' . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU OF INDIVIDUAL TAXES IHtIUUUHC[ tAll DiviSION D[PI. ;!80bOI HARRISBURG, PA 171:e-ObOl ",.au u ,,, 111'" FINANCIAL TRUST I W HIGH ST PO BOX 220 CARLISLE SERV CO DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-26-98 PARR 03-17-96 21 96-0311 CUMBERLAND 101 R Anount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your t.K P8yn8nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. Rifv:i6b-j-Ex--AFii-foi-:97j-------...--iNHiERlr-ANcE--TAx--sriifEMifNT-b-F-AC-Couiif--.-..--------------------- ESTATE OF PARR R 0 FILE NO. 21 96-0311 ACN 101 DATE 01-26-98 THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 12-08-97 PRINCIPAL TAX DUE, 24,508.68 PAYMENTS (TAX CREDITS), PAYMENT DATE 06-13-96 01-08-98 RECEIPT NUMBER AAI12931 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 1,225.43 .00 38,000.00 14,716.75- AMOUNT PAID TOTAL TAX CREDIT 24,508,68 ,00 BALANCE OF TAX DUE INTEREST AND PEN. ,DO TOTAL DUE .00 . IF PAID AFTER THIS OATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL OUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS, I o PAVH[NT I D.tach the top portlon of thl. Hotlc. and sub.lt with vour pay..nt _ad. payabl. to the na.. and addr.ss printed on the r.v.r.e ,Ide, If RESIDENT DECEDENT .aloe check or aoney order pnyabl. 10: REGISTER OF WILLS, AGENT, 1 f NOH-RESIDENT DECEDENT .ulloe check or aoney order p"yable to: COMHONWEAL TH OF PENNSVLVANIA, REfUND (CRII A refund of a la. credit, which wal nol requa, tad on Ihe Ta. Ralurn. aay ba raqua.ted by coapl.llng an "APplication for R.fund of Pannlylvania Inherltanca and Eltate Ta." IREV-ISISI. APpllcatlonl are available at the Offlc. of Ih. Ragl,l.r of willi, any of Ihe Z5 R.v.nu. District Offices or fro. tha Oaparl.ant'l Z4-hour anlwarlng servlc. nuabers for for.s orderlngl In Pannsvlvanla l-aOO-5&Z'ZO~0, outllde PennsYlvania and wi thin local Ilarr Isburg area 11171 181-809". TOOl 11111 11Z-ZZr,Z Olear ing I,.palred onlY I. REPlV TO: Que'llons ragardlng errors conlaln.d on this notice should be Addressed 10: PA Departaent 01 Revenue, BureaU of Individual Tall". ATTN: Post hse"..nl Ravle.. Unit, Depl. Z80601. Illlrrhburg, PA 171Z8,o&Ol, phone (111) 1IU-6S0S. DISCOUNT I If any ta. dug I, paid within three 15) clllendar aonths alter tha dacedent', dellth, a five p.rcenl ISZI discount of the ta. paid I, allowed. PENAl TV: The 15Z ta. eanesty non'partlclpatlon penalty 11 co.put.d on the total of the tall and lntorest as.asled. and not paid be for. January 18. 199&, the first day aft.r tho end of the ta. nan.sty periOd. , INTEREST: Intorest I. charged b.glnnlng with first day of delinquency, or nine 191 aonths and one II) day fro. the date of death, to the date of pay.ont. Talle. which beca.e dellnquant before January I, 198Z b.ar intore.t at the rate of ,I. (6X) p.rcent per annu. calculated at a dally rate of .000164. All talloS which beca.e d.llnquant on and nfter January I, 198Z will bear Inlare,t at a rate which will vary froa calendar fe"r to calendar year with that rat. announc.d by the PA Dapart.ant of Revanue. The applicable Intoro.t rat., for 198Z through 1998 are: .. Vear Int.r..t Rate DailY Intar..t Factor Vaar tnterest Rllt. Dally tntara.t Factor 198Z 2llle .llllor,48 1987 "% .OllOZ47 1985 16X .000458 19118-1991 I1le .000301 1984 I1le .0llnOl 199Z ". .000Z47 IlJ&S U:C .00nS6 1995-199,. 1:( .00ll1'lZ 19B6 Illie ,GllOU" 199~-1998 "% .GOOZ,.7 ulnter.st It calculated .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR -'Any Notlc. I.su.d nfter the tall baco..S dallnquent will r.flect an Int.rest calculation to fifteen liS) day. b.yond the date of th. all.ss.ant. If paye.nt II .ad. alter the int.re.t co.putatlon data Ihown on the Hotlc., additional Int.re.t .Ult b. calculated. STATUS REPORT UNDER FULE 6.12 Name of Decedcnt: R. Dale Parr DatcofDcath: March 17.1996 Will No, 2196-0311 Admin, No, I'ursu;mt to Rulc 6.12 of the Supreme Court O'1'hans' Court Rules, I report the following with respect to complelion of the administration of the above-captioned estate: I. State whelher adminislrution of the estate is complete: Yes _X_ No 2, If the answer is No. state wben the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the COllrt'! Ycs _X_ No b. The separate Orphans' Court No. (ifany) for the personal representative's account is: c. Did the personal reprcscntative state an account infonnally to the parties In intercst? Yes _X_ No Copies of receipts, releases, joiners and approvals of fonnal or infomlal accounts may be filed with thc Clerk of the Orphans' COllrt and may be attached to this report. Date: May 4, 1998 ~ln, .~~~ ~nature - 0-", ~:~ :: N R N c.. ~~ , Jane F. Burke, President/CEO Financial Trust Services Company One West High Street P. O. Box 220 Carlisle, PA 17013 717-243-3212 ,j '7j o~ ga: a: "<t I >- X! ~ Capacity: Personal Representative '1) ..0 ':'1= ~5 UO Counsel for personal representativc