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Home My WebLink About96-00428 .' "",,> ".',,<-<, . . /~\~L-;: ~ "J:::::'~ " ....:..,.! :-{::-':;;'~~'-'~'::' '3;;;:.;' '>i<:: ; ;j....~ ':/"',' , :': ~ ','c,""- ~ - . '0 ..,.2:' :1::/-;,' .') , '0 CD ... a 1;; ~ PETITIO:'li HHt I'IWUATE lIull (;J{A:'IiT OF LETTEHS JJ..qtl' - lj L8 Esttlll!OJ ,1.111\''', Il. lilqdll also kn/Jwn a,\ __,~_~.,~~ No III (\'Jj It', l,t)I'l..'Il!.:......ll.~_~Ti;~IGlLI._~---.~illl .J,lllll'li T. DC)!",III, dud dtluqIlLel", ~UUdll IJ. 1'I.l~~c.L,---1.1U\,-1~llU1LU "" ~;LJ~j.'1l N. !JtJr,ll\, h.IVP lIIl renouncec.l 1\1.,lt 'l't\JI\I Uh'''l1J\I''Il\~'\, r ~ 1r.Il\ln~IJlltlll. tlr.llh III (,,-CUlm, tiC.' i 1\ r ilVO)' 01 \~ 1 I I illl1 1-1. P"I "". } Decendellt "'1\ dlll1l1clicd a, IJcalh II. l'lIl111ll'1 1,,1\<1 Coul1l)',l'ennsvlvania, with ~ j,; la,llalllllynrplIlIClpallclllJcllceal "', r'l"""w ^Vt'l\lIC', Cilrljsle, I'^ 17013. ..____...._____.____. ,",,1't j ,,", '{ '"I; /II'J I Illu '"rt!. fluml1(,I aniJ fIIUw.:wahl\1 IlrVlllrl III \\'illl lor ,he Ilt'n'dH',J lllunlV 01 _ ('lIlllb(' rId Ill! 111 Ihe < 'I <.. I 'N 1'lf~'-1 ln~ 7,\\,', . I11111 11",,,,1111 .11"1111'ylvanl ../JCW ..u,m,1 /J, _~__ ....,..' ,,~~ ,II II.. I' C > a The pCl\lIUII III I Ill' II\1lJc/l'Vllrll 1('\1'1'<111111\ 11'1111'\<'1111 Iholl Your pc:ulloncll\l. ""0 I' ill\.' 1/'1. $"11\ III ,I~'l' III ollh'l iln lhl'l'U'I,:UI..'...H in Ihe lall 11111 ulthr lIhllle <lccrllrlll. ,Iillr<l, t1':L~____~_ and codicill$ ,);lIe<l ...Jh.!'.:.!:Il1Ul.:,L.l U,._l~'l' named .191L Deccnde," Ihen ~__ \,,:\11111 a~c, <lIed : ,..... 1(, , , . 19 9 (; . at_ 7(J r,l.1I.Wli_~!~~L..:.:...'_.~~l~.:..'_(..:.., 1';\ 170 I J '"., 1,,1 I(I{JI.. I..., /f'~j" bcepl al luiloll', <lrer<l<ln dIll nolmarr". II a, 1"'1 Ih",,,cd and dId nUl ha\'e a child born or adopted after exeCUllOn ulthe 11111 ulleled lor prnhmc: lIa' nUlthc \'IClIm u, a kllhn~ and was nel'er adjudicated inec,mpctel1l: Dece,ldelllllt delllh u"nrd ploper'\' IIlIh e'lllt\(\ted I'alues ,II' fullnwl': (If domiciled II1Pa,) "II pelll1l1alproperty (If not dnmiciled in I'a,) Personal propert)' lit Pennsylvania (II nOI dOll1lciled in I'a,) Perwnal property III Cuul1lY Value 01 real eSIJte In l'enllsyl\'al1la situated a, followS! S (;(;,980.75 S S S WHEREFORE. pelilioner(l) respcctfully rcqlles\(sl thc probale of thc last will and codieills) presemed herewilh and thc ~ralll uf ICllcrs 'J'",;lilllll,lIlill'Y 11(~lam(n1ap..: adnllm\lrallun c.I.a.; admmlmalltln d.b.n.c:.I.a.1 theron, I . ( \ . I, ! / /" ( t('/,( ,!/~~"'l('{\. J ! ,-:,'.--, //',l('-""';::/'I'~/l'~ . __ . ( " ~1 .1 ~., /-"1""'11' I ( ", " J.-H. I"' I t \,.. I,'H f (I lI';'r I: ~ " "'- c: "'~ i!g . - ':~ 1:- ; c a . 0}. ,. OATil OF PERSONAL REPRESENTATIVE COMI\fIIl'i\\ EALPI OJ-' I'ENNS\'L\' ANIA 1 88 COlJ:\T\' IIF ~1I!!11, 'I 1..lId J The plllllunclIll ""ul'e n,und Iwearl,1 or alllrl1lls1 Ihat the statcmel1ls II1thc loregoing pClition arc \r.le 1'I1J r'.rreel :U Ihc "C\" oll;:e knuwledgc nnd belief of pelitioncllsl and that as personal rcprescn. l,oll\'l(sl nllhe ahlwe dccecclII r:lIl1oner(sl will wcll an!i trllly a,~l1lil1lstc~ the eSlalclaccording to law. /:.~ /..:/ /' './f_ ,. " -' / ,I" VI / . ;Q' " ~ ~ ~ afllrn,ed al'd suhscribed I ~_ day of 19~ \' '", .' { '1 t.. I I }I ,\' ,Ii, R~MISlrt , . ( , f" 'J' SwotU III m hc!or~ me Ihil' r-1,\Y__ ~.;' If:;" ~'/'iHY I:. 1.:1> I:i Thi~ i~ lllunlly Ih.lt lilt' 1111\11 111,11 HlIl III It \',1\ vii 1-' \ lolll \ T !'. " '1'1\.1 11.1\1\ ,Ill' II tl'lll.111111111\ ,11t- . ,t .It ,lIh .lilh Idtd ..\ lib lilt" .1'. 1.11(,11 Hl'~I'lrH Till \ 11 i.l:III.t1 \ ("I I lIlt ,Ill '\ dl hI' I. <t'~ 11,1\, I (.. ! III "o1.lt. .. lId HI" q, 1" 1111 It. 1\., 1'1 111l.tll\ III I dill!, WARNING: Ills Illegal to duplicate this copy by photostat (If photograph. 3c..':4CJr:r '- (_ ....,) ,J Nil. . ;,"';"{'\~H"oTp'-';": -, /..~~t:."H__ ~t4,>,;, ~rI~_,,", !ltI,"', \t\ ~~I' .., \~l ,-" 'hi * \ .' $, -"" "'\/', to--:;'" . I ,I, ~ ,'.,.-, <~, ":1;' _ ' .:_ '~l ''>"11'/,,,-- - \'t-\'i'/ ...,-..,EHH ....,I "'<..t:.t~~~ t2',!,'Il-' (.;-;.-1- /~'-'/a~~~(/i!~f':- I..\.d l{q':I,,11.1f (/ Fl't, Illl lilt, It'llllh.lIl, ~.'IIIJ lit,! ] U m5 I),IIl' COIIIIONWEALTN OF PENNSYLVANIA' OEPARTIIENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH NAMlOtIOlCUllHll!" ......l... ,. ............. ... SUlI'UMNMIII iOCW. KC\IAlT'f HLIYlKft OAl'lotOUl"~.o..._1 pMIOI"'-" ,lAgI"Orf-' ., Male ., 069 - 10 _TttI'I.ACI~1O'G 1\JoCl000Ul"o......,.....-__..an_- "-llIIfClf...,.Co.t_., ~tAL South Bend Ind _0 ,,,,,,-0 7465 ., Ma 16 1996 Dll40 :=",0 23 06 FoIOUTYHAW(pnu.-- ~."II'Ill_1 fIACI."-UI\~....Wt\Il. .. ,......, C\Jnberllllld OlClOlNTIUSUAl0CC\JlllV1OftI ..-==:.o::::::~:::r Executive Slitor 17013 .. White .. MIlCIlr.lMoU.-,...YdMlMlI Ed1Und Do>ran 1HfQNWIf"11WoII1l~ Willian Do>rllll ",. O .... 0 ...-1lI 0.- CliNo(Spc#r" . n. .. - -.. ....,.,., 'Till 0 ::.-=--=.. WOT..ft'ltUUll"1I Modlf "-~ ., Mae Johnson UClAMANt'l WAlUNQItDOfIlUl$fttIC. c.,rbtoo\ sr..lclCOOlf .. ".Xl................. ., UAfWlALSWUS...... """'....IIII.~ -...-., Marrled -"""'" "...~-...... Lorene Nees MiMleton Patriot News t---.,rt...-.o., P'. .. 75 Magaw Avenue Carlisle, Pa 17013 OICIDlltiT'l .,,,,,,, ....'(Iea ..- ....~.-. "........ a ~lJth OlCIOlNnlMAlJHQADOAIIIC$I'ItIlClylb-rl s.tlvCoOdll ..... .......0 """. ........... -.."""- .....1IIe- .. """ IlIOfIACTIHOAlIUtH East Harrisburg crenato ......... NIfO ADOAI$lOI MCUt1' lltlHKHt.lUKft h. b (n \ ~Io 'Li!;'"' "",1~"'UWDroltl(Doo:ALl.vJ.ll/tol. '" ...0 -- 1-- ::='.::= , I I , .... . "'* ......~.................. /'Ill......."'....................."""'. ..__....--,..,...~Ol'_...... Q, l \: DUlIO~ DUlIO~ QUt:llCl\3 '"- I^,~." 0UlIOlOFIA.S4~Qu(tlClOf) ...~ ~Al""'TCI'S'f flfONOl lA4M'tlftOlDUl" MaIlAIllrfllOllllO ~ COW'lmoHOI CAUA -.. 0 ()lIICIN"' -- ,,- 0 '..............'Il"- 0 ...0 ..0 ..... 0 ~.........-- 0 OAIl 01 1K.Nft, ........Oty......, Tl..t:01 IKJURY ftJUA'ilIVIOAItT Dt:StCMtHOWIMIUA'OCCUflfIt:D 'I'M 0....0 - 'OL cun.II"lCt4OO-....... .cunll'nlCl"""alCIAM"".--~u..wglOMl\_........lI'fk.-l\....P'l;nlW'Ul:I__(.........td!\eOl,)' ,........"..,---.......--......M..~II...._...~. ........ ..... .................. .........,........... .. ., POCI01' 1IiJUA,..-a_ """.......ItrW'p,ollIIt. bo""'*"&lIC~.1 ... .~~ c mNlfOCUlt.-rwo'"'IC1UfI........tdI...~....,.,..d(~IO~~....,.' ,........"..,..............Wl_"',....I.......,IIIM....,...................~.I...,__...uI... 'YICMCAL ll.lYiHINCOAOHIJIl CM..............."'*"'.... ""'Of lIwut'llllOtl. '""',...........u. occ......." .t ttll lIMe, ...1... plK', ""'..... I. IfwI c"'''I.IIM u. NtWIIf..IlIl......., .........................".........."., ............. . ...........................,.....,.. AlGtst"""lllQHAl'lIfI(NtOH\l1olelft / ~ PV~'/, I I~ IfI?t ;). 1- JCICII,,- II A l;( (1(1 \Ci :oi?? cct" ~ - 0\ n 0 ~ ;:: ( .'~ 0 $: ~_J -< I. N , <' \0 , .. 31 ,- I ~~ Uj' 2- ;g~ 0 -.J ~~~~~lf:"i . ~i~;f~:~;~,\_~;:'_ c~,~.,: ;,;~!~~~{ti~-,' fIJ ' _\"~-w;'," ,.fl:l '.i -:)'~":~ -lkt ~.: '". ' . -. T., 0. . . ~' Jli~i'~~~~' I:'~;,":'~ ':- i!~': ':-. ~ ~ ',. ,,1=1' If'" :.,-,-',,".,-:,' ~):a ~~. .fi:':"f~: t ,~! ~. "if. ,~..:.';~,:' ..-., ~J:"1''':.:::'~I::: ~ ~-. .tf.), "'~~h~' .," c' '-~ ;"'~v_'{{.;n( ,," !:f",..tt$f;r<:" .,~'.'i. ' ',' , ~:Vi1.s~~~';~:.::~:~'::: :~ .~;;>~.,:_~..;._, .',' - <, ~ ' .- '__r,> ':.:>,.,- -.., '.t, -, .' ',~"_. ,'PO,':' ~ ," :~ ROCO((lOri r:~ic9 01 Rcr,j':tq ()~ WIlls '96 I1AY 29 1'12 :07 Clllll. /'" .. ': '":()url cumboll~.i\J \.Ai., PA , . ','. ~ " Ii!: ,~ o ~ ...... "~ " . p:; fIJ ~ !'C -'':'3 ~ ',.-0< "-., .. : ,};it~~1 .,'''-- 5' 'z.J!."''''i ': "~.X~!Jif~~i~~ !.:') ~ ;:~u~ ('.:i~~ , I', ,'. -::,,},:~ ~::Q:~L!}~oi1. _.:~:)~~tt~~;~ _.~_~." ".....1i:1_,."~,,hf: "l~,ll~t 'tl Q) .p as ~ '. --~-w ~: . . ' .. ~." .'----~. .-.-- --......-- -------.--- , -t-..~~...,.:--. g).' . ~ . . '. '. I, JM4ES R. DORAN, of Camp lIill, Cumberland County, Pennsylvania, declare this to be my last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. SECTION FIRST I give and bequeath all of my personal and household effects, automobiles, and all other tangible personal property, together with all policies of insurance sOlely applicable there- to, to my wife, LORENE N. DORAN, if she is living thirty days after my death, or if she is not then living, to my children who are then living, to be divided among them equally in such manner as they may agree. SECTION SECOND If my wife, LORENE N. DORAN, survives me, I give, de- vise and bequeath to her such percentage, if any, of my residu- ary estate before any transfer, inheritance, succession and estate taxes, as will produce the maximum marital deduction al- lowable in determining the Federal estate tax payable by reason of my death, after making allowance for all other assets in my gross estate which qualify for said deduction and which pass or have passed to her under other provisions of this Will or otherwise. In determining such percentage all assets involved in the calculation shall be valued at final Federal estate tax values. If my wife and I die under such circumstances that there is insufficient evidence to show which one of us survived, I di- rect that for purposes of distribution of my estate it shall be presumed that she survived me. I direct that any provision of this Will which may appear to conflict with or in any way de- feat my intention to obtain the maximum marital deduction shall be so construed or applied as to accomplish that intention. SECTION THIRD If I survive my wife, LORENE N. DORAN, I give and be- queath to my trustees hereinafter named the sum of ~~enty Thousand Dollars ($20,000), in trust, to pay the net income therefrom to my daughter, SUSAN D. FFUUCER, until her remarriage. In addition, Trustees are authorized and empowered in their sole discretion to pay as much of the principal of the trust as they in their Judgment from time to time consider appropriate for the maintenance, support, health and education of my said daughter. It is my desire that my daughter shall be enabled to complete four years of college and I therefore direct my trustees to be liberal in exercising their discretion to use principal for the educational needs of my said daughter. Upon the remarriage or death of my daughter, the re- maining principal of this trust shall be paid over, per stirpes, to my then living issue. I direct that none of my shares of stock of DAUPHIN DEPOSIT TRUST COMPfuYY, of Harrisburg, Pennsylvania shall be al- located to this trust unless the remaining assets of my estate are inSUfficient. SECTION FOURTH I give, deVise and bequeath the balance of my resid- uary estate to my Trustees hereinafter named, in trust, for the -2- .. followin~ purpo!les (thio tru!lt bcinr; herein deoigno.ted 0.0 the Residuo.ry Trust): A. If my wife, LORENE N. DORAN, is livin~ at my death, thereafter: 1. The income shall be paid to her durin~ her life. 2. If Trustees in their sole discretion consider it desirable, they may from time to time pay as much 01' the principal as they in their judgment consider appropriate for the maintenance, support and health 01' my wife. Such payments shall be either paid to her or else ex- pended by Trustees for those purposes. In exercising such discretion, Trustees may consider the resources available to or for my wife other than the principal held under this trust. 3. Upon my wife's death, if she survives me and by the provisions of her will a trust is created for the ben- efit of our daughter, SUSAN D. FRAKER, similar to the trust provided for her under Section Third of my will, and if the assets of her estate are insufficient to fund the said trust in full, Trustees shall pay over to the trustees under my wife's Will an amount equal to the dif- ference between the sum of ~~enty Thousand Dollars ($20,000) and the value of the assets of my wife's estate available to fund the said trust. Upon my wife's death, or upon my death if she does not survive me, the remaining principal shall be paid over, per stirpes, to my then living issue. -3- SECTION }o'U'Tll If a minor becomes entitled hereunder to principal, it may be retained by Trustees; as much of such principal and of the income therefrom as Trustees may consider advisable shall be applied directly for the minor's support, welfare and educa- tion, and any income not co applied shall be accumulated. The unexpended principal and income shull be paid to the minor at majority, or in case of death during minority, to the minorIs estate. If any beneficiary in the opinion of Trustees is dis- abled by advanced age, illness or other condition, Trustees may apply any income or principal to which such beneficiary becomes entitled in such amounts as Trustees consider advisable for the beneficiary's support and welfare. Trustees may retain and in- vest any such income or principal not so applied and shull pay any amount so retained to the beneficiary when he or she in the opinion of Trustees shall become free of disability, or to his or her estate in case of death during such disability. Trustees may pay any of the amounts disbursed for a beneficiary during minority or disability under any provisions of this Will to such persons or institutions as Trustees may select, and the receipt of such payee shall be a full release therefor. SECTION SIXTH I direct that the principal of my estate and of any trust created hereunder and the income therefrom, so long as the same are held by my Executors or Trustees, shull be free from the control, debts, liabilities and assignments of any beneficiary interested therein, and shall not be subject to -4- " execution or process for the enforcement of judgments or claims of any sort ugainst such beneficiary. SECTION SEVENTH I direct that all inheritance, estate, transfer, suc- cession and death taxes, of any kind whatsoever, together with any interest and penalties thereon, which may be payuble by reason of my death shall be paid out of the balance of the prin- cipal of my residuary estate which remains after funding of the Marital bequest under Section SECOND hereof. Taxes on future interests and remainders may be prepaid. SECTION EIGHTH In addition to any authority otherwise given, I ex- pressly grant unto my Executors and Trustees the following dis- cretionary powers to be exercised with respect to my estate and any trusts hereunder, including property held for minors, and effective until final distribution of all assets: (a) To retain any property which I may Olffi at the time of my death; and to change the same and to invest and reinvest in any form of prop- erty without being confined to Illegal investments.1I (b) To sell or exchange any property, real or personal, upon such terms as may be deemed to be in the best interest of my estate or any trust hereunder; to maintain and to lease such property for any period of time, and to give options for the sale or lease of assets held, without obligation to repudiate the same in favor of better offers. -5- . . (c) To exercise any option orining by reason of ownership of investments; and to join in any merger, reorganization, voting trust plan or other concerted action of investment holders. (d) To borrow money and to mortgage or pledge any real or personal property. (e) To compromise claims. (f) To make distribution in kind, in such manner as they may determine, provided. however. that this clause shall not be construed to permit such fiduciaries to affect the value of the dis- tribution to which any distributees may be entitled hereunder. SECTION NINTH As Executrix of my Will I appoint my wife. LORENE N. DORAN. If for any reason she should fail to qualify. or if after qualifying she should for any reason cease to serve. I appoint my sons, JAMES T. DORAN and WILLIAM M. DORAN, and my daughter. SUSAN D. FRAKER. and the survivors and survivor of them. as Executors in her place. In case my said children qualify as Executors and there should be any disagreement among them. I direct that DAUPHIN DEPOSIT TRUST COMPANY, of Harrisburg. Pennsylvania. shall act as arbitrator and that the decision of said arbitrator shall be final and binding upon my said Executors. As Trustees under my Will. I appoint my wife. LORENE N. DORAN. and the DAUPHIN DEPOSIT TRUST COMPANY and the survivor of them. -6- Recer:, ! !'iLl , ' of .../iUS '96 ,'mY 29 P1? :08 Cbll Cun;lJ; ~, .., I '~\:ur\ ,-"",,.pf, E-< Z CD ~ t- o a: 1: ..:l E-< ~ <l: s tJl H ril ...J:~ z J CJ E-< 0 o Q. w ~ .. Hril 0 :[ w ~ ~ 0:Il0 !!: (9'" ell/) "2. OE-<::ijf<< . a.. w Cl Z CJ O~ . G Z ~ 0 ~c(lq", rilE-<..:l tJl G . IL '" ~ ~ ~ 1&.1 Z ~ ci ~ ~ <l: ~ II tJl s: -" :> I-J ..J CD E-< ..J Ul tJl ~ II j II < :l: i ~......~ r'\ _ "'" --. SOLE CODICIL TO TilE LAST WILL AND TEST1\MENT OF JAMES R. DORAN I, JAMES R. DORAN, of the Dorough of Camp Hill, Cumberland County, Pennsylvania, hereby deGlare that this is the sole codicil to my Last Will and Testament dated May 10, 1972. With the exception of the changes made herein, I hereby ratify and confirm each and every provision of my Last Will and Testament. 1. Section Third of my Last will and Testament, wherein I bequeath Twenty Thousand ($20,000.00) Dollars in trust for the benefit of my daughter, SUSAN D. FRAKER, was designed to provide a fund to insure her complete education. Since the purpose for which the trust was originally created has now been fulfilled, I hereby revoke absolutely the provisions of Section Third of my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30th day of November, 1979. JMIES Signed, published a ared on the date thereof by the above named JAMES R. 0 as and for the sole codicil to his Last Will and Testament dated May 10, 1972, in the presence of us, who at his request in his presence and in the presence of each other have subscribed our names as witnesses hereto. &/t4"'JL,~ A.f7..u/,.,,, ~w,M re~.L'u'.L'ng at //:?I' <..,. // w .11 .1',;~t""...11'\""..1"',_'1 ., residing at ~:I>. 1. ~ Q. t. I I , HEGISTEH OF WILLS OF COUNTY OATH OF SUnSCHllnNG WITNESS ,/ -' /// / , --- codicil / leach) a su ,'ribing witncss 10 Ihe will prcsenled hcrewith. (C~chrllcing duly qualificd according 10 law. dcpose(s) a. sayls) Ihnl prcsenl and saw signed as a witness atthc nnd (inlhe prcscncc of ench other) (in Ihe prcsence of Ihe Sworn 10 or afl'irmed me this subscribcd beforc dny of 19_ INnmc) Register (Nume) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH 0.' NON-SUBSCRIBING WITNESS WILLIAM M. DORAN AND SMITH B. GEPHAR1' (each) a subscribcr hcrcto. leach) bcing duly qualificd according 10 law, deposc(s) and sayls) that we are familiar with Ihc signaturc of .1 AMES R nORAN . testal~ of lonc of lhe subscribing witnesses to) thc CJ~;:V prescnled hcrewith and c..-.;! bclievcs lhc signalurc onlhe @is inthc handwriting of that we JAMES R. DORAN _.-._---- - .------- to thc best of OU~_ ~,II11l\'lcdge nnd bclicl'. .I , .,,-)0" III ;,; /.L/:'/' II-- / J, (Nume)) S -,o./,I S/' /~} 'I, A 'r/ / Sworn to or nffirmed and subscribed heforc me this 29th day of MAY _ 19_ ~ lIt I)I~\. --I at \.1,,(,.1/ f I ~ r) I 'BV'llL ' MA Y C. LEW IS R~!{iSler. 'I=.,11.("lr . . Wtli'/{5' (Address) :,:u \. , (Nume) ,'!, . i, ,,' - , ,,', ~,~ i ","... .. (Address) CUlnbcr land Register of Wills of :3atJ1li1tlX County, Pennsylvania RENUNCIA liON No. .:J.I - \qqLo - 41.~ Estate 01 James R. Uoran also known as , Deceased The un1ersigned. ..Ji\!.!li!n D. Ft;pkerJ,.. noW known as susan M. Doran, 01 IRelatlonshlpl Icapacltyl daughter the above Decedent. hereby renouncelsl the light to administer the estate and rcspectlully rCQucSllsl that Leners Testamentary be Issued \0 my brother, William M. Doran Witness mv ,1/cj handthiS~dayol MaY .1996, ~:(~ft/i!lV /}JI //vl(//1 (, / . ,_,_ (Signature) !.j /j- 5[ 'j ;l ( ;/(// A' IAddresSI ! /),,- it C/l:<A't'L"l'..;l!, 9'7)& ISignaturel IAddressl ISignature) IAddressl Sworn to or allirmed and subScllbed bel ore me thiS day 01 .19_' Notary Pubhc My Commission exp"es: NOTE: R.nunc..lIOn. ...cu,.d ou,.,d. ,hO Olloc. 01 R.g..,.r 01 Wills ore fequlICld In 'Jonltt counllcS III Of! l1otd",ed. ........... -...... -..,....- .....~.. ....._1.--..-... ...-..... .I.....-.......,.~I RW-" IRved 9/92) Cumberland Register of Wills of 6T.au\9mN County, Pennsylvania RENUNCIA TION Estate of James H. Doran No. dl-lqqlJ,-4d.~ also known as . Deceased The ~~dersign~d. __James T. Doran. son IRelatlOnSh,pi ~a'cllvl of the above Decedent. hereby renouncelsl the light to administer the estate and respectfully reQuestlsl that Lellers Testamentary be,ssuedto my brother, \'Iilliam M. Doran. Witness mv hand this L\ May 19 96 . - davof , ~-----,., 'II'VLvl-- I. lk- (Signature I :;')i IJ r:: Il__l,d." {t.t,.- IAddressl ;c.y;Y()7)- :j ~I/'r>-o ["1'" ~ ISignaturel IAddressl ISignaturel IAddressl Sworn to or affirmed and subscllbed before me this day 01 .19_, Notarv Pubhc MV Commission Exprres: ........... _... el_......._ ....... NOTE: RenunClallons eucuted outside the cttlC::e 01 RegISter 01 Wills ale ,equlreo In somo counllUS lu Ill! /lulafllCd ....__..__.. _". w- ....... .I"'......._.,.~I RW-1J (Rvsd 9/92) cumbcL'land Register of Wills of r1aupt'1illl County, Pennsylvania RENUNCIA TION Estate 01 Jamcs IL Doran No. dl- ,qqLP- 41.<6' also known as The undersigned. , Deceased Lorcne N. Doran, wifc (Rela\lonShlpl ICapac,tyl ot the above Decedent. hereby renouncelsl the roght to admlhlster the estate and respectfully requesllSI that lellers Tcstamentarv Witness mv mv son, William M. Doran. be ,ssued to hand this L\ ~Iav ,1996 ' day 01 1('w- fl, V' ............... ISignaturel L.~.,.\ ,IN f II-h...\ ('",of I. ~ \ c , r l... J IAddres~1 ISignaturel (Address I ISignaturel (Addressl Sworn to or allirmed and subscrobed before me th,S day ot .19_, Notary PubliC My Comm'sslon Expires: '........... .......11_.'....- .1...... ......._1.__..-... .,........, ,"~......_.,.~I RW-13 IRv.d 9/92) NOTE: RenunClnllons eJleculed ou1SIde the QUlee of Reg.s.er 01 Wills are reQul'ed In som" COUI\I16~ 10 llC nolallled. . '. 4' -. ... .....' .... ,- . to ~ct 9 '0 Ul <', C. .~ f:C Rl >:: ,"; ~ '} ,', 'u -c " ('J C) :> WU: 9' UU a: f- 0(1 l= F"; vi :J c. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) r ... ". ".,:0 ....JG) '.' (.1 Name of Decedent: James R. Doran. a ;..":\ '':> (11 J:>. Date of Death: May 16, 1996. lJi '-j .VI )'::- Will No.: 428 of 1996. Admin. No.: To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to thc following beneficiaries of the above-captioned estate on June 24, 1996: Name: Address: Lorene N. Doran c/o William M. Doran 27 Druim Moir Lane Philadelphia, PA 19118 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: (p I z4/f(, ~'f.~ """13ignature Name: Shaun E. O'Toole, Esquire Address: Killian & Gephart 218 Pine Street P. O. Box 886 Harrisburg, PA 17108-0886 Telephone: (717) 232-1851 Capacity: _ Personal Representative -K- Counsel for Personal Representative \ ~~_c~.,~. f," ::( O'I'{ Register of Wills of Dauphin County, Pennsylvania INVENTORY No. ,<)911-0111,2R Estate of .J ampn H. llor:1n Date of Death 05/111/911 also known as Social SecurilV No. 0119-10-74115 , Deceased p.rson.1 R.p,...n,."v.I.1 d. ,h. .bov. E.'o'.. d.c....d. vOllly 'ho' ,h. "om' oppoollng '01 ,ho lollowong onvo"'o'y oncludo 011 ol.h. p.rson.1 ...... wh.'.v.' ..'u.,. and all ol,ho '001 ..'.'0 on ,h. commonw.ollh 01 p.nnsvlvonlO 01 so,d o.c.don'. ,h.' ,he v.luo"on pl.c.d oppo,,'o ooch ,'om 01 .oid Inv.n'o,y ,.p,.s.n's "s '0" volu. a. 01 tho do'. ol'M O.c.d.nt'. d.o'h. ond ,h.' o.c.d.n' own.d no ,..1 ..,.,. au' "d. a. ,h. commonw.ollh d' P.nnsylv."'. o.c.p"ho' wh,ch opo.o'. '01 0 n,omo,ondum o,'h. and o. 'hi. invon'o'Y' INI. v."ly .ho' ,he .,.'.01.01'. ",.d. on 'h,.IIIv.n,olY Ill. IIUO IInd co".c\. l(lNo undolS,ond ,ho' '01.. ".'.01.01'. hOl.in 0'0 modo .ubloc' '0 'ho ponall'o, 01 18 Po. C.S. Soc"on 4904 ,ol."ng to u".wo,n lol..hc."on '0 authontlO'. PerSOfhll Rllprt!sunliltlVtl Nome of Allorney: Shaun E. O'Toole, Enq. IHlliam H. Iloran. Adminintrator /" ~-y--'- '4ff-ti( ~. l ~ r. v\ Oo'od l.J.f.J1/-.:i It' 1.0. No.: 44797 Ktl1i:1n f. r.C'ph:1,-t, 21R Pinf! Stre~t PO lIm: RB6 , lIarrinhur~. pA 1710B-0886 r.l.phona: (7' 7\ 212-1 B<; 1 Address: v.lluc DOSCrlptlon CASB, !lANK ACCOUNTS and pl:RSONAL PROPERTY: $ 30,6B6.4B I. Barrin Savin~n lIankn Certificatn of Ilnponit account no. 04_55-259055 36,453.72 2. Barr in Savinf,n lIankn Honey Harket account no. 04_05-007416 20,612.19 3. pNC lIank Certificate of IlcpnBtt account no. 210010111144 200.00 4. Auto!'lobile 197B Pontiac Sedan STOCKS and 1I0NIlS: 22,347.00 5. Ilauphla Ilepn:dt ilank and T~uBt Cn!'lpany 7h4 nharl''' of com!'lon Btnck (I 29-1/ I, pnr "haro' 1,9BO.75 6. The IHlIlal'lH Cnm!'au!",;, Inc. 3R :.hareH of COMf1l0n ntock (.l 52-ItA pl'f ;.h:lrp TOlo,(;112,2BO.14 IAttilch AddItIonal Sheets It llcccssaryl Non' the M,moll",.m oi "., ".." ou,,,,. "" commo"~"'." 0' ,."",,,,,,.,,,, ,,,,, ... ".. "",,,,,, ", ",,' ,,,..,,,,,, ".""""..",,' ",,'ud' ,h. v.'u' 01 ",ch ,,,m b.' .uch I'.'"'' ...ould "u' be ",,,,,,,,.,, ",10 It.. ",,,, 0' ".. ",",,'''' RW-B llt[ LAW nOM or KILLIAN & GEPHART ~.n rlNI: !llIfITI .JO..N 0 Mllll"N $MI'U n au'''''"' '''OJoA''~ W SCOTf .J""f[, GOWCN Pf:NN" 'CRRtNCr: .J JoAcGOW"N naND" M, MlstH PAUlA.J McO[RJroIOtt .J. P"Ul H[,LVY SHAUN c. O'tOOlE: URAOLey" 5CHUT.JeR I' 0 no... URn HARRISBURG. PE:NN5YLVANIA 17100'0008 II:Ltf>IIONC 111'1 ~.li! III~I U:LrCOf'lI:n 1'1'1 .'.lno~U.' August 14, 1996 Register of Wills of Cumberland County cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: Estate of James R. Doran Estate No. 428 of 1996 Dear Sir/Madam: Enclosed please find a check in the represents prepayment of Pennsylvania above-referenced estate. amount of $4,500.00 which inheritance tax for the Very truly yours, ~ -~ .Ji1\).~ Shaun E. O'Toole SEO/amb doran.e8t\prepay.ltr In r-:. " .. e" ,,' lJ', C'J ','I .'::;U_ ':,J , ~ .1\ '.> ::> u.. Gu . c;. eu ,',: Jl .~II '1.1. I. . C' 10 III III liI III ~ 0 0 . . ... Cl t- III ilil~ liI c:l '" 0 M 0: 0 "'z f-< liI 0\ U 0 <( ;:; l;l~~ fS '" 0\ :l 0 ~ ..... Cl f-< ~:r '" OJ . on.~ :! ~~o liI U ~ Jl 0 liI 0 xw~:~ t.> liI c:l . f-<~~ is ~ . liI ~ C) .. III ~ . l:: t&. ~ II( >- ~f-<!:l ~ III l:: ~ cc1 ! g ~ ~ ... :l 0 0 r:l oJ II 0 Z ~~Cl 0 . c:l .c tJ Z!lll ~ <>: c:l Cl) '" liI N . %<(N lilt.>> ~ . '" x: ... - .; "'l;lH <>: .. oJ a: ~~:i . 13 >> oJ :J '" 0 III OJ III ~ Z .... l:: ll: III ~o~ liI M ... it is M 0 ..., .... u a: ~ :>: u < z ..: :z: H ,: IN THE MATTER OF THE ESTATE OF IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION JAMES R. DORAN, DECEASED NO. 428, YEAR OF 1996 PA NO. 2196-0428 FAMILY SETTLEMENT AGREEMENT OF RECEIPT AND RELEASE, AND WAIVER OF ACCOUNTING THIS AGREEMENT by and among WILLIAM M. DORAN, Executor of the ESTATE OF JAMES R. DORAN, deceased (hereinafter, the "Executor"), and LORENE N. DORAN, beneficiary of the Estate of James R. Doran, (hereinafter, the "Beneficiary"); and JAMES T. DORAN, WILLIAM M. DORAN, and SUSAN M. DORAN, (hereinafter, "Alternate Beneficiaries.) (the Beneficiary and Alternate Beneficiaries are hereinafter collectively referred to as .Beneficiaries"); WHEREAS, James R. Doran, (hereinafter, the "Decedent"), who resided at 75 Magaw Avenue, Carlisle, Cumberland County, Pennsylvania, died 14ay 16, 1996, having left a Last Will and Testament dated May 10 I 1972, and a codicil dated November 30, 1979; and WHEREAS, William M. Doran has been duly appointed as Executor of the Estate of the Decedent (hereinafter, the "Estate"); and WHEREAS, the Beneficiary is the surviving wife of Decedent and, under Sections First and Second of Decedent's Last will and Testament, is the beneficiary of Decedent's entire estate, real, personal and otherwise. WHEREAS, Beneficiary has executed and filed with the Cumberland County Register of Wills a Disclaimer, disclaiming all of her interest in Decedent's estate; WHEREAS, pursuant to Section Fourth of Decedent's Last Will and Testament, if Beneficiary did not survive Decedent, Decedent's estate is to be distributed, per stirpes, to Decedent's then living issue; WHEREAS, Alternate Beneficiaries are the surviving children of Decedent and Decedent was not predeceased by any children; WHEREAS, each of the Beneficiaries has been furnished with a complete listing of the Estate assets, receipts and disbursements as set forth on the First and Final Account as attached hereto and marked as Exhibit "A"; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of the Estate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting; and WHEREAS, the Beneficiaries acknowledge having received a Schedule of Proposed Distribution to Beneficiaries attached hereto and marked as Exhibit "B." NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein, the parties do agree as follows: (1) The foregoing provisions of this Agreement are incorporated herein by this reference. 2 (2) Each party hereto acknowledges and agrees that the Executor will not file an Account or Petition for Distribution or secure a Decree of Distribution from any Court having jurisdiction in the matter of the Estate, and each of the Beneficiaries further acknowledges his/her right to compel an accounting which right he/she hereby waives. (3) Each of the Beneficiaries acknowledges and agrees that the Schedule of proposed Distribution to Beneficiaries attached hereto as Exhibit .B. is satisfactory and proper, and each of the Beneficiaries accepts distribution in accordance with its provisions and by executing this Agreement acknowledges receipt from the Executor of the property allocated to him/her on Exhibit "B" in full and complete satisfaction of his/her legacies under the Last Will and Testament of the Decedent. (4) Each of the Beneficiaries hereby forever releases and discharges the Executor from any and all claims and liabilities of any kind or nature whatsoever arising from or related to his services or status as the Executor of the Estate. Each of the Beneficiaries further agrees to refund to the Estate any amount which may be necessary in the future to discharge any liabilities of the Estate of which the Beneficiaries may hereafter receive notice. The Executor has no knowledge of any such claims and believes all matters have been satisfied. (5) It is the expressed intention of the parties hereto that the legal effect intended by this Agreement be the same in each and every respect as would be obtained had a Decree of Distribution in the Estate been entered by the orphans' Court Division of the Court 3 of Common pleas of cumberland County. pennsylvania. ~hich Decree had become final and unappealable. (6) This Agreement shall be interpreted pursuant to and governed by the laws of the commonwealth of pennsylvan:a. and shall inure to the benefit of and be binding upon the par:ies hereto. their personal representatives I heirs at law. successors and assigns. as the case may be. It is the intention of the undersigned to be legally bound by ':.his insl".rument. Dated this ~ day of .4t. , 1997. WITNESS: ~ t.c(J~ ./ /~~.~ BENEFICIARIES: James T. Doran, Alternate Beneficiary ~t..~ ../ rnate Beneficiary susan M. Doran, Alternate Beneficiary 4 :J . .\ , COMMONWEALTH OF PENNSYLVANIA 55. : COUNTY OF CUMBERLAND On this, the gt;%.... day of $~/_ti." , , 1997, undersigned, appeared tJd.e.';1A.d 'Iu. ~/)'>L"~ before me, the , known to me (or satisfactorily proven) to be the person whose narr.e is subscribed to the within instrument, and acknowledged that ~ executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and :fficial seal. A ~ Pr/~t. .2/Vu.I1,..-, Notary Public NOTArIAL SVl IlIlRD KARNo\ll ~ P\dII ClIrd P1111:1'lplllo. -- ~ 00n\Ill1II"'" ~,~ ....... 24. 11197 5 , . f . . of Common Pleas of Cumberland County, Pennsylvania, which Decree had become final and unappealable. (6) This Agreement shall be interpreted pursuant to and governed by the laws of the Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the parties hereto, their personal representatives, heirs at law, successors and assigns, as the case may be. It is the intention of the undersigned to be legally bound by this instrument. Dated this ~\ day of t:>,"'':J....}, , 1997. WITNESS: William M. Doran, Executor BENEFICIARIES: Lorene N. Doran, Beneficiary >/7'/77 cfb d James .-- }' 1"- T. Doran, Alternate Beneficiary William M. Doran, Alternate Beneficiary Susan M. Doran, Alternate Beneficiary 4 of Common Pleas of cumberland County, pennsylvania, which Decree had become final and unappealable. (6) This Agreement shall be interpreted pursuant to and governed by the laws of the commonwealth of pennsylvania, and shall inure to the benefit of and be binding upon the parties hereto, their personal representatives, heirs at law, successors and assigns, as the case may be. It is the intention of the undersigned to be legally bound by this instrument. Dated this ?K---lJ day of f'~!-:7#A1../~.1 , 1997. WITNESS: William M. Doran, Executor BENEFICIARIES: Lorene N. Doran, Beneficiary James T. Doran, Alternate Beneficiary William M. Doran, Alternate Beneficiary ~ /}1L. ~ ()A--' susan M. Doran, Alternate Beneficiary - 4 ~ .\ FIRST AND FINAL ACCOUNT OF WILLIAM M. DORAN, EXECUTOR ESTATE OF JAMES R. DORAN LATE OF CITY OF CARLISLE, CUMBERLAND COUNTY Date of Death: Letters Granted: Account Stated to: 05/16/96 05/30/96 08/31/97 SUMMARY AND INDEX PRINCIPAL PAGE Receipts 2 $ 188,810.89 Net Gain/(Loss) on Sales 2 (598.55) TOTAL PRINCIPAL RECEIPTS $ 188,212.34 Less Disbursements: Debts of Decedent 3 $ 1,567.48 Funeral Expenses 3 1,152.62 Administration Expenses 3 15,147.76 Distributions to Benes. 4 91.403.00 TOTAL DISBURSEMENTS S 109.270.86 PRINCIPAL BALANCE $ 78,941.48 INCOME RECEIPTS: Income 4 S 2,322.70 COMBINED BALANCE ON HAND $81,264.18 EXHIBIT nAn RECEIPT OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) CASH Harris Savings Bank - CD Account #04-55-259055 Harris Savings Bank - Money Market Account #04-05-007416 PNC Bank - CD Account #2100101B144 TOTAL CASH STOCK. BONDS << SECURITIES Dauphin Deposit Corporation - 764 Shares @ 29 1/4 share The Williams Companies, Inc. . 38 Shares @ 52 1/3 share TOTAL STOCK, BONDS & SECURITIES REFUNDS Cumberland Crossing - Refund of Entry Fee Fiduciary Acquisition Value $ 30,686.48 36,453.72 20.612.19 $ 87,752.39 $ 22.347.00 1.980.7S $ 24,327.75 $ 72,957.50 ADJUSTMENT TO CARRYING VALUES Increased value of 764 shs. Dauphin Deposit Corporation. Adjusted value upon distribution $ 25,403.00 - 763 Shares @ 33 1/4 share Value per inventory (22.347.00) NET ADJUSTMENT TO CARRYING VALUES $3,056.00 RECEIPTS SUBSEOUENT TO INVENTORY 12/31/96 The Williams Companies, Inc. . 19 sh. common stock (1 for 2 split) - Value upon receipt: 37.7S/sh TOTAL RECEIPTS 717.25 $188,B10.B9 NET GAIN/LOSS ON SALES OR OTHER DISTRIBUTIONS The Williams Companies, Inc. (38 shares): 12/31/96 Sales Price ($37.7S/sh) $ 1,434.50 Fiduciary Acquisition Value (1,980.75) Costs and commission ( 54.44) 2 ($ 600.69) . . The Williams Companies, Inc. (19 shares): 01/24/97 Sales Price ($40.125/sh) $ Fiduciary Acquisition value Costs and commission 762.38 (717.25) ( 42.99) NET GAIN/(LOSS) ON SALES/DISTRIBUITONS 2.14 ($ 598.55) PRINCIPAL DISBURSEMENTS DEBTS OF DECEDENT United Telephone Apartment Cleaning UGI Metropolitan Edison West Shore Country Club Dues IRS - 1994 fed. inc. tax PA Department of Revenue 1996 Income Tax TOTAL DEBTS OF DECEDENT 12/06/96 04/03/97 $ 20.54 15.00 21.43 16.90 23.61 1,390.00 BO.OO $ 1,567.48 $ 370.78 781. 84 $ 1,lS2.62 $ 4,500.00 1,452.23 120.00 6,500.00 12.92 17.S3 181. 50 9.00 32.60 15.00 3.00 $ 6,771.SS 2,271.98 FUNERAL EXPENSES West Shore Country Club Myers-Harner Funeral Home TOTAL FUNERAL EXPENSES ADMINISTRATION EXPENSES 08/14/96 Register of Wills, Agent - Prepay of PA Inh. Tax 12/31/96 Register of Wills, Agent - PA Inh. Tax 01/30/97 Cumberland Co. Reg. of Wills - additional probate fee OS/22/97 Killian & Gephart - legal fees - postage - L. D. telephone - probate fee - add. short certs. - travel - fil. fee (PA Inh. tax) - fil. fee (Renounc.) 08/13/97 Register of Wills, Agent - PA Inheritance Tax Retain Cumberland County Register of wills Filing fee (amended PA Inheritance Tax) Filing fee (Final Accounting) TOTAL ADMINISTRATION EXPENSES 35.00 17.00 $15,132.76 3 To: PRINCIPAL DISTRIBUTIONS TO William M. Doran 10/15/96 Cash 11/21/96 Dauphin Deposit Corp. - 255 Shares BENEFICIARIES $22,000.00 8,478.75 $30,478.75 To: James T. 10/15/96 11/21/96 Doran Cash Dauphin Deposit Corp. - 255 Shares $22,000.00 8.478.75 $30,478.75 To: Susan M. Doran 11/1S/96 Cash 11/21/96 Dauphin Deposit Corp. - 254 Shares TOTAL PRINCIPAL DISTRIBUTIONS $22,000.00 8.445.50 S30,445.S0 $91,403.00 INCOME RECEIPTS INTEREST Harris Savings Bank - Certificate of Deposit #04-55-2S9055 05/16/96 through 08/19/96 $ 375.69 - Money Market Account #405007416 06/05/96 07/05/96 08/0S/96 08/15/96 $ 79.78 96.09 99.55 28.98 PNC Bank - Certificate of Deposit #21001018144 08/22/96 $ 304.40 $ 275.00 - Estate Savings Account 08-29-96 09-27-96 10-31-96 11-27-96 12-30-96 01-27-97 02-27-97 03-28-97 04-29-97 05-21-97 05-29-97 06-29-97 07-30-97 #86-1037-3783 $ 77.13 279.88 187.13 27.53 32.53 30.74 27.85 28.92 31.99 21. 07 9.04 29.17 339.15 $1,122.13 4 . . DIVIDENDS Dauphin Deposit Bank & Trust Co. 06/30/96 $ 217.7~ The Williams Companies, Inc. 09/24/96 12/31/96 12. >': 14.E2 TOTAL INCOME S 24S.48 $2,322.70 Respectfully sub~:~ted, ~ -,W~ m D1 ~:::xecutor 5 :-,0 SCHEDULE OF PROPOSED DISTRIBUTION Per Item Fourth of Decedent's Last Will and Testament: To: James T. Doran Cash $ 26,589.70 To: William M. Doran Cash $ 26,S89.70 To: Susan M. Doran Cash $ 26,622.95 PROPOSED FINAL DISTRIBUTION TO BENEFICIARIES $ 79,802.35 Reimburse Lorene N. Doran for administration expenses: Cash $ 1. 461. 83 $ 81,264.18 EXHIBIT "B" - . IN THE ~~TTER OF THE ESTATE OF IN THE COURT OF COt4140N PLEAS OF CUl4BERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION f~IE SCHANTZ THOf4AS, DECEASED NO. 21 - 96 - 40 AGRE~ TO INDEMNIFY, RECEIPT AND RELEASE THIS AGREEMENT by and between ELSIE T. BROOKS AND TROY M. THOMAS. Executors of the ESTATE OF MARIE SCHANTZ THOMAS. deceased (hereinafter, the "Executors"); and ELSIE T. BROOKS. and TROY M. THOMAS, each in his or her individual capacity as beneficiaries of the Estate of Marie Schantz Thomas, (hereinafter , collectively, the .Beneficiaries," individually, the "Beneficiary"); WHEREAS, Marie Schantz Thomas, (hereinafter, the "Decedent"), who resided in Mechanicsburg, Cumberland County, pennsylvania, died January 13, 1996, having left a Last will and Testament dated . October 1, 1987; and WHEREAS, Elsie T. Brooks and Troy M. Thomas have been duly appointed as Executors of the Estate of the Decedent (hereinafter, the "Estate"); and ~HEREAS, ~he Eencii=i~r~es ~re C~cedent'3 Clli:d~~n, ~~d eac~ is entitled to an equal share of Decedent's residual estate; and WHEREAS, each Beneficiary has been furnished with a listing of the Estate assets, receipts and disbursements as set forth on the First and Final Account as attached hereto and marked as Exhibit "A" and WHEREAS, it is the desire of the parties to this Agreement that final distribution of the Estate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting; and WHEREAS, the parties to this Agreement acknowledge having received a Schedule of Proposed Distribution to Beneficiaries attached hereto and marked as Exhibit .B.. NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein, the parties do agree as follows: (1) The foregoing provisions of this Agreement are incorporated herein by this reference. (2) Each party hereto acknowledges and agrees that the Executors will not file an Account or Petition for Distribution or secure a Decree of Distribution from any Court having jurisdiction in the matter of the Estate, and each of the Beneficiaries further acknowledges hiS/her right to compel an accounting which right he/she hereby waives. (3) Each of the Beneficiaries acknowledges and agrees that the Schedule of Proposed Cistr~buticn to Eencf~=~aries attached hereto as Exhibit "B" is satisfactory and proper, and each of the Beneficiaries accepts distribution in accordance with its provisions and by executing this Agreement acknowledges receipt from the Executors of the property allocated to him/her on Exhibit "B" in full and complete satisfaction of his/her legacies under the Last Will and Testament of the Decedent. (4) Each of the Beneficiaries hereby forever releases and discharges the Executors from any and all claims and liabilities of any kind or nature whatsoever arising from or related to their services or status as the Executors of the Estate. Each of the Beneficiaries further agrees to refund to the Estate pro rata any amount which may be necessary ...n ~ne _'-ICUl.-= ~.) ":l.s'::"..:lrge -"ny liabilities of the Estate of which the Beneficiary may hereafter receive notice. The Executors have no knowledge of any such claims and believe all matters have been satisfied. (5) It is the expressed intention of the parties hereto that the legal effect intended by this Agreement be the same in each and every respect as would be obtained had a Decree of Distribution in the Estate been entered by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, which Decree had become final and unappealable. (6) This Agreement shall be interpreted pursuant to and governed by the laws of the Commonwealth of Pennsylvania, and shall inure to the benefit of and be binding upon the parties hereto, their pers~r.al representatives, heirs at law, successors and assigns, as the case may be. 1= :'3 the in=~n:i=:1 cf :~:G u::ders:.gnc::.l tj ::C l-=g5.::":. bot:~:: '-:. this instrument. Dated this ;27'!!1 day of _f)pc evo... b--G..-'" , 1996. WITNESS: BENEFICIARIES: i /./) (k',trJ 1w~ E (4) Each of the Beneficiaries hereby forever releases and discharges the Executors from any and all claims and liabilities of any kind or nature whatsoever arising from or related to their services or statuS as the Executors of the Estate. Each of the Beneficiaries further agrees to refund to the Estate pro rata any amount which may be necessary in the future to discharge any liabilities of the Estate of which the Beneficiary may hereafter receive notice. The Executors have no knowledge of any such claims and believe all matters have been satisfied. (5) It is the expressed intention of the parties hereto that the legal effect intended by this Agreement be the same in each and every respect as would be obtained had a Decree of Distribution in the Estate been entered by the orphans' Court Division of the Court of Common pleas of Cumberland County, pennsylvania, which Decree had become final and unappealable. (6) This Agreement shall be interpreted pursuant to and governed by the laws of the Commonwealth of pennsylvania, and shall inure to the benefit of and be binding upon the parties hereto, their personal representatives, heirs at law, successors and assigns, as the case may be. It is the intent:.on of l::-.~ u:1o,,::d9ned tJ be legal:':! bOUll:). \;y this instrument. Dated this }g' j).:.t.z.'/h iJ..uv , 1996. day of WITNESS: ~~-4kL- BENEFICIARIES: Ct;.l-.( .J d.ur (!-~ Elsie T. Brooks Troy M. Thomas j 02{07/96 Bell Atlantic - final phone bill 02/07/96 West Shore Emergency Medical Service _ Transport to hospital (1/10/96) 03/26/96 Keystone Urology - PC (Dr. Kochel) _ Uninsured medical expenses TOTAL DEBTS OF DECEDENT Funeral Exoenses: 01/03/96 Myers-Harner Funeral Home, Inc. - funeral expenses 01/24/96 Sue Brooks - reimbursement for costs advanced for opening of grave 01/24/96 Sue Brooks - reimbursement for check to minister for funeral service 01/25/96 Camp Hill Presbyterian Church - Reverend Murphy 06/23/96 Schell Memorials, Inc. - Engrave headstone TOTAL FUNERAL EXPENSES Administration Exoenses: Skelton Oil Service 01/29/96 - fuel oil 141. 46 02/26/96 - fuel oil 131. 68 04/27/96 - fuel oil 146.41 11/12/96 - fuel oil 118.87 PP&L Co. 02/16/96 - electric bill 28.98 03/14/96 - electric bill 1S.29 04/14/96 - electric bill 23.69 05/13/96 - electric bill 21.96 06/13/96 - electric bill 21. 52 09/07/96 - electric bill 4.11 10/06/96 - clec~ric bill (j.98 11/07/96 - electric bill 6.89 12/10/96 - electric bill 10.24 Bell Atlantic 03/15/96 - phone bill 9.41 04/03/96 - phone bill 23.8S 05/03/96 - phone bill 12.31 .06/04/96 - phone bill 12.92 07/10/96 - phone bill 9.41 08/02/96 - phone bill 11.00 PA American Water Co. 02/22/96 - water bill 2.11 03/30/96 - water bill 9.16 , ! 2 9.41 111.00 152.20 $6,561. 00 335.00 115.00 100.00 67.50 538.42 139.66 78.90 $ 445.14 $7,178.50 04/15/96 - water bill 9.17 05{22/96 - water bill 10.35 06/21/96 water bill 6.77 07/22/96 - water bill 6.36 06/21/96 - water bill 6.36 09/23/96 - water bill 6.36 10/24/96 - water bill B.36 11/23/96 water bill 6.36 ~am~de~ ~~wnsh:~ 04/03/96 - sewer and trash 9B.\.I0 07/03/96 - sewer and trash 96.00 10/01/96 - sewer and trash 96.00 01/24/96 Sue Brooks - reimbursement for probate fees advanced 01/27/96 AT&T phone rental 01/29/96 Dillsburg septic & Excavating Co. - snow removal 01/31/96 Scott Archibald - appraisal of home 02/26/96 Charles & Charles - tax preparation 03/30/96 Josh Starner - yard clean-up 04/11/96 yingst Engineering - structure appraisal 05/17/96 Killian & Gephart - Legal fees _ Long dist. tele. - postage _ Advertise estate - Filing Fee (PA Inheritance - Travel 7.21 $4,436.50 9.99 1.S1 249.40 15.00 Tax) OS/22/96 ft Team - repairs to hou~e 05{29/96 Lynn Wildon - yard work 06/12/96 The Advertiser - ad for sale of table 06/13/96 Lynn Wildon - yard work 06/17/96 Cropf Bros., Inc. - plumbing & heating 06/25/96 Lynn Wildon - yard work 06/26/96 A Team Inc. - roof repair 3 61.46 294.00 306.00 14.S5 100.00 225.00 25.00 110.00 125.00 4,721.61 1,946.00 40.00 4.00 40.00 70.75 40.00 290.63 07/06/96 Lynn Wildon - yard work 07/17{96 Lynn Wildon - yard work 07/27/96 Lynn Wildon - yard work 08/09/96 Lynn Wildon - yard work 08/28/96 Lynn Wildon - yard work 09/15/96 Lynn Wildon - yara worK 09/25/96 Lynn Wildon - yard work 10/11{96 Lynn Wildon - yard work 11/04{96 Lynn Wildon - yard work 11/27{96 Lynn Wildon - yard work 12/10{96 Cropf Bros., Inc. - repain shower 12/--/96 cumberland County Register of Wills _ Filing Fee: Final Accounting TOTAL ADMINISTRATION EXPENSES SO.OO 40.00 40.00 40.00 40.00 ...0.... .... 40.00 40.00 40.00 40.00 176.00 134 .00 $ 9, 915.98 Federal. State and Local Taxes: 03/08/96 Kathryn Fetrow - Treasurer _ real estate taxes 181.93 07/03/96 Kathryn Fetrow - Treasurer _ real estate taxes 794.80 04/05/96 Register of wills, Agent _ PA Inheritance Tax 9,000.00 12/20/96 Register of Wills, Agent _ PA Inheritance Tax TOTAL FEDE?..AL. .ETA':': ~lD LOCAL TAXES TOTAL DISBURSEMENTS OF PRINCIPAL 58.94 S';. "l ('~5. t:.... --- $27, 57!3-__ Receiots of Income Interest: Mellon Bank: Savings & Checking Account (before liquidated) 293.65 Estate Checking account 02/29/96 03/29/96 #000-25B-1346 36.60 29.31 , .1 4 1, . " ~ SCHEDULE OF PROPOSED DISTRIBUTION TO BENEFICIARIES Per Paragraph 2 of the Will: Elsie T. Brooks Cash $1,382.53 $1,382.52 Troy M. Thomas <:ash $2,765.05 TOTAL DISTRIBUTION EXHIBIT "B" . . .[Y.15oo (JC. 1M.) .. ~ ~:5.cn ~IE~ :DO UEa; . , .. ::l15 '"0 "z 8~ . ; 1 /'S Ir).~ / INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) GJ. 1. Original Relurn o ... limit.d E,tal' 0 Aa. future Inler..' Compromil' (for dotll of d.oth ahor 12.12.B21 G:J: 6. D.c.d.nt Di.d rellOl. 0 7. D.ced.nt Maintain.d 0 living Trull (Anoch copy 01 WillI (Anoch copy of TrulIl ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO. NAMI COM'Ul( MAlllNO ADD.U~ ~~~ ... 15 Iil u .. o COMMONW(AlTH 0' PfNNSnVANIA OE'AlfM(NT Of UY(NU( Of" 210001 H...IIISlURQ PI. 17121.0601 OI'IOtNT'~ NA.IolllLA)I, 'IUt. AND MIDDIIINIUAII II i1 :' ; I ;!, ,; . I "\ I . : ~ l:. WCIAl ueu.", NUMln Ofll)-lfl..I':.h', OAIlO' DIA'H O'"l/Ih/qf, I" ""t\I(A.u,.U.....'l"NO 1IOU1I" H.w, c.....". '"" .....0 ""001.111\I1""11 o 2. Suppl.m.ntal R.lurn S!I;~l1~l E. n'Ti'Il:'" I>~f'. TlU,HONI NUMln ,"':1_1 {lr}l z o S ::0 ... S u .. .. 1. R.ol Ello.. (Sch.dul. AI ( I) 2. Slocks and Bond. (SelI.dul. BI ( 2) 3. ClolOly H.ld StodUPortn."hip 101""" (SelI.dul. q ( 3 I 4. Mortgog.. and Not.. Rn.ivobr. tSchtdul. 0) (A I 5. Cash. Bank O,poli'l & Miscellaneous Personal Property ( S I (SelI.d.l. EI 6. Jointly Own.d Propo"Y (SelI.dul. fl (61 7. T,o..l.n (SelI.d.F. GI (SelI.dul. LI 171 8. Tolal Groll AUI" (tclallin.. 1.7) 9. Funeral E.:p.n.... Admini.troti"'l COlli, MilC.llon,oul { 9 } bp.n... (SelI.dul. HI 10. O.bl., MongoS' Uabilili... Uo.. (Sch.dul. I) (10) 11. Tolol O.ductio.. (totol lIn.. 9 & 10) 12. Nit Value of ellot. (lin. 8 minus lint 11) 13. Charitobl. and Governm.ntal Bequ.u, (Sch,dul. JI N,l Value Subject to Tax (lint 12 minu.lin. 13) Spousal Tron.I.... (for dat.. of death oh., 6.30.9.4) Steln'INdians for Applicable Percentagl on RI.,.,.. (IS) Sid.. (Indud. volu.. from Schedule K or Sch.dule M.I Amount of lint 14 laltabl, 01 6% ral, (16) (I"dud. valul' from 5th,dull K or Sch.dule M.) Amount of lint 14 toxobl, at 15% roll (17) (Indud. volu.. from Sch.dule K or Schedul. M.I Principal talC due (Add talC from lin.. IS. 16 and 17.) Cr.dill Spoulal Pove"y Credit Prior Poymenll + :" ',IIO.1I1l + 1.. 15. 16. 17. z 0 ;:: lB. . ... 19. ::0 .. .. 0 u .. 20. . ~ I .01 DATU O' DlATHAnll12'31191 CHICK HI II A SPOUSAL POVIATT CAlDIT IS CLAIMID 0 PILI HUMIII IIh OIl,'I.IB COUNTY COOE YEAR NUMI OlClDINT'30 (aMPUl( AOO_U~ 7', ~; .~'.lV ,\......'~l'. C;, .: i ,. : ", ,.... 1 Ill! .\ COl,/fIIf, !'II:'l~H"': '~'1,~ AMOUNT U(lIV(O I$U IN~I_U(T.ON~1 03. 05. ..LB. Remaind.r R.tum Ifor dol.. of cNath prior 1012.13. Fed.ral fllatl Tu R,turn R.quirt. Total Numb.r 0' Sari Deposit 80x ':'.;.:I\:~ ,', (;!.'P1L\HT :' I:: I'! .,,. :::., '. Il. ~(l:: gah "~'Ii ,\:17.1'"1 ;~7, '\'\"'. ':\ (BI j 1:1. :':~O, 1/1 n, T~h. ~~:; 74).'. r,'~ (111 (121 (131 (UI ~. 1:'::1. n! ill]. J ';I .1'\ 10I,!'11.11 ! II\. ! 'i 1 . '\'\ h,Ir.9.0R x._- )( .06. x .IS = (IBI Il. iWl.na Discount :"\(1.:\/1 Inter'll .',,7)(l.:H. (191 (201 If line 19 is greater Ihon lint 18. enler Ihe diff,r.ncI on line 20. Thil il th. OVERPAYMENT. ril0 Check here if you ore requ.sting a refund of your overpayment. ' 1,.','):'.."\ (21) (21AI (2IB) I . :. ,.~ . .~ '\ 21. If line 18 il 9reol,r than lint 19, enter the differ.nc. on lin. 21. This is Ih. TAX DUE. A. Enl" th. inler..t on thl balance due on lint 21A. 8. Enler thltolol of line 21 and 21A on line 218. This isth, BALANCE DUE. Make Check Payable to: Regllter of Wills, Agent ~). I'E SURE'r) ANSW':R ALL OUESTlmlS ON REVERSE SI~E .\'jQ TO RECHECK '.'lHH -or(-or( Under penal",s 01 perju'Y. I declare that I have uamlneCllhl' relurn. Including accompanYIng "nedul,s ana lIot,menu. onCl to In. bllt at my Ilnawleage ana b, It is true, correct and campi".. I declare that all real 111011 ho, been reported at truI marltet valul. Declarallon 01 prepa,er other than the p.nanal "pr.s,nloh bOlld on all informollon of which preparer ho, an.,. knowledge. SIGNATUIl( P' .~!~!OO~ It!of0711lf fO_ flUNO _nu"'" Acoun DAn )f "c< \ /.: / ) 1/' ill :.,.11 d (I. )IGNAIUlliOll.'i",llt_ OUt:> HAN t'_t NTA'Ivl ACO_U) DAn }\;I(\....."'v_, ~.., \ \ c".(i_.. 1.1I I':." ',,(.. '~r ~S'.. \\".(I;>~~ '(,1. II \o'iOo 11.1~1 141, -;- ------..---------. . . Act #48 of 1994 provide' for the reduction of the tax rate' imposed on the net value of tran,fe,. to or for the U'e of the spouse. The rate' a' pre,crlbed bv the ,tat ute will be: e 3% (.03) will be applicable for e,tate, of decedents dvlng on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for e,tate, of decedents dying on or after 1/1/96 and before 1/1/97 e 1% (.01) will be applicable for estate, of decedents dvlng on or after 1/1/97 and before 1/1/98 e Spou,al transfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. 1. Did decedent moke 0 tronsfer and: a. retain the use or income of the property tronsferred, ....................................................... b. retain the right to designote who sholl use the property tronsferred or its income, ............... t. . . c. re om 0 reverslonory mterest; or ................................................................................... d. receive the promise for life of either poyments, benefits or core~ ....................................... 2. If deoth occurred on or before December 12. 1982, did decedent within two years preceding deoth tronsfer property without receiving odequote considerotion~ If deoth occurred oker December 12. 1982. did decedenttronsfer property within one yeor of deoth without receiving ode quote considerotion~................................................................................................... 3. Did decedent own an 'in trust for' bank occount at his or her death~...................................... YES NO :-: .. .. X ~: .. .. X :: IF THE ANSWER TO ANY OF THE ABOVE QUEST~S ~ YES.,i1;7 YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF"lHE RETURN. . L s= I N . "';J . W (fJ -.J.. a ~. P' .-. C'\ 3. 4 . SCHEDULE E CASH. BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY aaaaaaaaa..aaaaaaaacaaaaaa...aaaaaaaaaaa===aaaaa==aaaaa.a.......aa.a.aaa... ESTATE OF JAMES R. DORAN FILE NUMBER 96-00428 .........aa.aa.......................__=_=_==_________.........aa.aaa...... ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Certificate of Deposit Harris Savings Bank (Acct. n04-55-2590SS) 635 North Twelfth Street Lemoyne, PA 17043 Money Market Harris Savings Bank (Acct. n04-05-007416) 63S North Twelfth Street Lemoyne, PA 17043 36,453.72 30,686.48 2. Certificate of Deposit PNC Bank (Acct. #21001018144) Two PNC Plaza Pittsburgh, PA 15222 Automobile 1978 Pontiac Sedan 20,612.19 200.00 TOTAL $87,952.39 ~l:1y 24, 1996 Killian & ~ 218 Pine Street P.O. !lox 886 li'lrrisOOrg, PA 17108-0886 N~~~~t~ ) 1;11 lis Sanll~s ()jlt'ralll11ls (c'nll'l" IU:I :\lIlth 1:!lh Stll'e'l I.c'lIltl\'IIc', I't'III1S\'I\';I1U;t 170.1:' . 71717:1I :1.WI i17Ii:I1.W(.I~t Fax The in!or=ation which you requested C~ the acco~t(s) o~ I:brnn EBtatc So~:.al Sc:t::":.tyo '# J1lITCS R. 069-10-7465 is as ro11o\l5: Acco~t N~ber(s) Cl:1SS 0: t.CCO\l:l~ DI1~e Opened PrinciF~ Balacce Ac:rued Inte:'es~ Eala:lce at D:1te or Death Accot:l1t Cr.r.lersi:ip Name cf Joint Owner. if eny Date o..'Ilership was Established Additional In!or- mation requested 04-55-259055 04-05-007416 11 Mths. 0011:. M::rlcy ~ltrket 2-3-95 1-12-88 $30,139.87 $36,423.63 546.61 30.09 30,686.48 36,453.72 Irdivid'.lal Irdividual Year to date interest: $556.85 $535.81 2-3-95 1-12-88 Plmsc rove the Executor of this [Btate sign the cnclosoj \-1-9 form and return it to JTC in the provided cnvelq:c. 'lhll1k yoo. SjnQorely, ,.- ff ::""-r:L_ 0:.;/' C~_~ ~. Gretchen L. Olle Sr. Retail JIdnir<istraticn Scrvi= Rep. FEB-04-1900 15:58 P.OO1/00l . ....U.....,I'''''. rill~hul~h.lt^ Ir,:llij PNClBANlK. Tax Service Center Two PNC Plaza 33rd Fl. Pittsburgh Pa l522~ June 24, 1996 Killian & Gephart 21B Pine Street P.O. Box BB6 Harrisburg, Pa 1710B-0886 RE: Estate of James Social Security Date of Death: R Doran, Deceased No: 069-10-7465 May 16, 1996 Certificate of Deposit I2l00l01B144 James R Doran Established 10-25-95 Date of Death Balances $20,000.00 T $612.19 Accrued Interest Year to Date interest balances $0.00 Could you please fax a copy of his death certificate 50 that we can complete and mark his records deceased. (412) 762-7149. Decedent Reporting ~Mt~ Carol DeAngelis TOTAL P.001 , I I I I I I I I I , j I ( I I I I 3. 4 . C. . , SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEous EXPENSES ........................................................................... ESTATE OF JAMES R. DORAN ........................................................................... ITEM NUMBER FILE NUMBER 96-00428 DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MyerS-Harner Funeral Home, Inc. 1903 Market Street Camp Hill, PA 17011 2. 1,775.00 West Shore Country Club Camp Hill, PA 17011 B. ADMINISTRATIVE COSTS: Reception 370.78 1. Personal Representative Social Security Number: Year Commissions Paid: 2. Attorney Fees - Killian & Gephart (Estimated) 218 Pine Street Harrisburg, PA 17108 6,000.00 Family Exemption Claimaint: Address of Claimant Street Address: City: Relationship: at decedent's death: State: Probate Fees - Cumberland County Register of Wills 181. 50 MISCELLANEOUS EXPENSES: 1. Filing Fee - Renunciation - Cumberland County Register of Wills 2. Additional Short Certificates _ Cumberland County Register of Wills 3.00 6.00 TOTAL $8,336.28 .,. ---'-,- .~ \. . . SOLE CODICIL '1'0 'rilE LAS'I' \HLL AND 'I'ES'I'MIENT OF JAHES R. DOMN I, JA/olES R. DOMN, of the Dorough of Camp Hill, Cumberland County, ?ennsylvan~~, ~ereby declare that this ~s the sole codicil to my Last Will and Testament dated May 10, 1972. With the exception of the changes made herein, I hereby ratify and confirm each and every provision of my Last Will and Testament. 1. Section Third of my Last will and Testament, wherein I bequeath Twenty Thousand ($20,000.00) Dollars in trust for the benefit of my daughter, SUSAN rr. FRAKER, was designed to provide a fund to insure her complete education. Since the purpose for which the trust was originally created has now been fUlfilled, I hereby revoke absolutely the provisions of Section Third of my Last will and Testament. IN WITNESS l'iHEREOF, I have hereunto set my hand and seal this 30th day of November, 1979. .kr~/4.I/P(i.fl.,~EAL) a JANES R. DORlu'l Signed, published a de ared on the date thereof by the above named JAMES R. 0 as and for the sole codicil to his Last \V1l1 and Testament dated Hay 10, 1972, in the presence of us, who at his request in his presence and in the presence of each other have subscribed our names as witnesses hereto. vC.Z~~I--t~"JL .,"-'. .4L.r!')/"...." ~~.WIM res.i.~ing L''J .... . ClC....r/ / '.r.";"(........,... f~, t>." at CR.l). 't * Q. residing I, JAl-1ES R. DORAN, of Camp 1/111, Cumberland County, PennsYlvania, declare this to be my last Will and Testament, hereby revoking all Wills and COdicils at any time heretofore made by l:1e. SECTIorl FIRST I give and bequeath all of my personal and household effects, automObiles, and all other tangible personal property, together ldth all policies of insurance solely applicable there- to, to l:1Y l'life, LORENE ;;, JORAN, i:' she is living thirty days after my death, or if she is not then liVing, to my children who are then liVing, to be diVided among them eqUally in such manner as they may agree. SECTION SECOND If my wife, LORENE N. DOruu~, survives me, I give, de- vise and bequeath to her such percentage, if any, of my residu_ ary estate before any transfer, inheritance, succession and estate taxes, as will prodUce the maximum marital deduction al- ~ 10~lable in determining the Federal estate tax payable by reason of ~v death, after ~akin~ allol1ance :'~r ~ll oth~r assets i~ Coy gross estate which qUalify for said deduction and which pass or have passed to her under other prOViSions of this Will or otherwise. In determining Such percentage all assets inVolVed in the CalCUlation shall be Valued at final Federal estate tax Values. If my wife and I die under such Circumstances that there is inSuffiCient evidence to show which one of Us survived, I di- rect that for purposes of distribution of my estate it shall be . .. pre::wned that ::he :Jurvived ;~e. I direct that IU1Y providon of thi:: Hill \'Ihich may appear to conflict with or in any I'/[J.Y de- feat my L~tention to obtain the maximum marital deduction ::hall be ::0 con::trued or applied a:: to aeeomplich that intention. SECTIOH TiiIRD If I survive my ",ife, LORENE N. DORAN, I give and be- queath to my trustee:: hereinafter named the swn of ~~enty Thousand Dollars ($20,000), in trust, to pay the net income therefrom to my daughter, SUSAN D. FRNCER. until her remarriage. In addition, Tru::tee:: are authorized and empowered in their ::ole discretion to pay as much of the principal of the tru::t as they in their judgment from time to time consider appropriate for the maintenance, support, health and education of my said daughter. It is my desire that my daughter shall be enabled to complete four years of college and I therefore direct my trustees to be liberal L~ exercising their discretion to use principal for the educational needs of my said daughter. Upon the remarriage or death of my daughter, the re- maining principal of this trust shall be paid over, per ::tirpes, to my then living issue. r dircct that none of my ::hares of stocle of DAU?HIIi DEPOSIT ':i:'RUST C01.lPANY, of Harri::burg, Pennsylvania shall be al- located to this trust unles:: the remaining asset:: of my estate are insufficient. SECTION FOURTH I give, device and bequeath the balance of r.~ resid- uary estate to my Trustees hereinafter named, in trust, for the follo'din;:; purpoeee (tilie true t beinr, hel'ein deeignated ae the Reeiduary Trust): A. If my "Iife, LORENE il. DORAlI, is livinG at my death, thereafter: 1. The income shall be paid to her during her life. 2. !~ Trustees ~~ their ~ole ~iscretion ~onsider ~t desirable, they may from time to time pay as much of the principal as they in their judgment consider appropriate for the maintenonce, Gupport ond health of my ~Iife. Such payments Ghall be either paid to her or elGe ex- pended by TrusteeG for thoGe purposeG. In exerciGing such discretion, TruGtees may consider the resources available to or for my wife other thon the principal held under this trust. 3. Upon my wife'G death, if Ghe survives me ond by the proviGions of her will a trust iG created for the ben- efit of our daughter, SUSAN D. FRAKER, Gimilar to the truGt provided for her undcr Section Third of ny will, and if the assetG of her eGtate are insufficient to fund the said truGt in full, Trustees Gho.1l pay over to the trustees ,mder my t'life' sHill a.!'l :.unount equal to the dif- ference between the sum of ~1enty Tnousond Dollars ($20,000) and the value of the assetG of my wife's estate available to fund the said trust. Upon my wife's death, or upon my death if she does not survive me, the remaining principal shall be paid over, per stirpes, to my then living issue. . ", . SEC'.i'IOII FIFTH If a minor bccomec entitled hereunder to principal, it may be retained by Tructeec; ac much of cuch principal and of the income therefrom ac Tructecc may consider advicable ohall be applied directly for the minor'c support, welfare and educa- tion, unci :lny :"'1come :101; ;;0 uppli.::ct :.;i1all be accumulated. The unexpended principal and income shall be paid to the minor at majority, or in case of death during minority, to the minor's estate. If any benefiCiary in the opinion of Trustees is dis- abled by advanced age, illness or other condition, Trustees may apply any income or principal to ~thich such benefiCiary becomes entitled in such amounts as Trustees consider advisable for the beneficiary's SUpport and welfare. Trustees may retain and in- vest any such income or principal not so applied and shall pay any amount so retained to the beneficiary ,.then he or she in the opinion 01' Trustees shall become free 01' disability, or to his or her est~te :"'1 case of death during such disability. Trustees may pay any of the amounts disbursed for a benefiCiary during minority or disability under any provisions of th:'..s :':i11 to such persons or i:1:ltitutions as Tru:ltee::: may select, and the receipt of s~ch payee shall be a full release therefor. SECTION SIXTH I direct that the prinCipal of my estate and 01' any trust created hereunder and the income therefrom, so long as the same are held by my Executors or Trustees, shall be free from the control, debts, liabilities and assignments of any beneficiary interested therein, and shall not be subject to execution or process for the enforccment of Judgments or claims of any sort against such beneficiary. SECTION SEVEHTIl I direct that all inheritance, estate, transfer, suc- cession and death taxes, of any kind whatsoever, together with any interest and penalties thereon, \'Ihich may be payable by reason of my death shall be paid out of the balance of the prin- cipal of my residuary estate ~Ihich remains after funding of the Marital bequest under Section SECOND hereof. Taxes on future interests and remainders may oe prepaid. SECTION EIGHTH In addition to any authority otherwise given, I ex- pressly grant unto my Executors and Trustees the following dis- cretionary powers to be exercised with respect to my estate and any trusts hereunder, inclUding property held for minors, and effective until final distribution of all assets: (a) To retain any property which I may Olffi at the time of my death; and to change the same and to invest and reinvest in any form of prop- er'ty \dthout being confined to "legal investments." (b) To sell or exchange any property, real or personal, upon such terms as may be deemed to be in the best interest of my estate or any trust hereunder; to maintain and to lease such property for any period of time, and to give options for the sale or lease of assets held, without obligation to repudiate the same in favor of better offers. (c) To exercine any option urining by reason of ownership of investments; and to join in any merger, reorganization, voting trust plan or other concerted action of invcstmcnt holders. (d) To borrow money and to mortgage or pledgc any real or personal property. (e) To compromise claims. (f) To make distribution in kind, in such manner as they may determine, provided. however, that this clause shall not be construed to permit such fiduciaries to affect the value of the dis- tribution to which any distributees may be entitled hereunder. 1 SECTION NINTH As Executrix of my Will I appoint my wife. LORENE N. DORAN. If for any reason she should fail to qualify. or if after qualifying she should for any reason cease to serve. I appoint my sons, JAMES T. DORAN and WILLIAM M. DORAN, and my daughter. SUSAN D. FRAKER, and the survivors and survivor of them, as Executors in her place. In case my said children qualify as Executors and there should be any disagreement among them. I direct that DAUPHIN DEPOSIT TRUST COMPANY, of Harrisburg. Pennsylvania. sh~ll act as arbitrator and that the decision of said arbitrator shall be final and binding upon my said Executors. As Trustees under my Will. I appoint my wife, LORENE N. DORAN, and the DAUPHIN DEPOSIT TRUST COMPANY and the survivor of them. .' participate in decidinG whether or to what extent principal shall be paid to or expended for such TruGtee, or any person whom such Trustee No individual ?~ustee at any time acting hereunder shall is legally obligated to support. The corporate fiduciary herein appointed shall be entitled to receive compensation for its services hereunder in accordance with its Schedule of Fees in effect from time to time during the period when its services are performed. My Executors and Trustees shall not be required to enter security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last Will and Testament this / II? /Sday of ~~, 1972. 5k-~~ ~ A~r~SEAL) Signed, sealed, PUb~~eclared by JAMES R. DORAN, the above-named Testator, as and for his last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, all being present at the same time, haa.. ~do Su:s;ibed our names as ~:;~ r:L~ ~~ f'- i/ ~ Address ~ .~ II,.;,/,( f". " ......., -- I I ~ '3 u '3 ~"''''~l ~"Yr i"-c.~. . .~ (JJ",-: .": 1<)t1...,~ (. J I. Address (" (I HI,'" .N_tjlJ)!,. A- . I . Address -7- (:,; , .- I '" ,- ..."""> - 11J - '1 .' "OR DAIISOI DEATH Ann 12131/91 CHECK HERE .11 A SPOUSAL 'POVERTY CREDIT IS CLAIMED , I flU NUMBER I 21 jCOU""Y CODE -- Olllll!rl!0"o-;"I1i"Til.iiiJwl.", 7S f'.1.I<Jd\oJ ^Vl~IlUe Cdrlisle, PA 17013 Ill" I ~.~l I .. ! 'I ~ i '~ c;...:. .'1 "...,~. .'(\ ....~., J.h' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) (()I,",\(HfWI Al hi 01 rl tlll~H_AIlI^ lllrAI'~lt~' l1' 1I1"'ltHJI III PI JIIQNlI ___, ~.A~~ ~,I~,~~.Il~. .~~_~!_1~~~__~~__ _~_~...._ flllll (II III ~ Ii"''''' Il.~' 11&" "".11 ""{lOll "..r''*'tl 19% 0042B rWMBER yEAR 1)()IWl, .IN>U~S H. ~ z w e u w o !fl^lI Olllll/!Il 07/21/0(, j'u,,,, 1(,""" ,,,,",,, Supplemental Ralurn 10A!l Of (ilA'" iO':i/ j(,/l)(, ,.\""'._.I',o.j.l<I ,,"&'1 'll( 141 ,. ((JI'I, tHl'~ ~lll O(,1J-1O-7,1()':i ("""'[ Cunb.,,'1 dlld ,"U"",.." "", """"""'''0''', ,....,,-,.,,1,\..1., '",\lut,\I",'''' i J Remainder Return (for dole' 01 death prior 1012.13.82) Federal Eslale Tax Relurn Required IX 2 III Oflginal Relurn [ ] 4 limited E,lale 1\16 w ~ ~:!VI uf" ~D9 u"", II: .. I ] 5. [ j Aa. FulUtll Inlerfl,1 Compromise (lor dol~U 01 dealh allt'r 12.12.82) Decedenl Died To\lale [-] }, Dllcedcnl Mainlained a living Trusl (Allach copy 01 Willi (Allach copy of Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. _ 8 Total Number 01 Safe Deposit Boxes COMPltH MAIliNG AOOllt5!. I\i 1 Uilll I. Gephart 218 Pillc Strcct'l~100, riarrlSLJUrq, PI\ 7 8 ..... ::Jffi "0 "z Sf '~AM( _Slli1llljj:_._Q.'J'-lQ.! c ,_C~l,\!Xl'______._.. IUIPHOtd NUMI[1l I 717 L 232-1851 !b:, 886 (II (2) (3) 14 I 151 1. Real Eslale ISchedule AI 2. Slacks and Bonds ISc.hedule 0) 3. Closely Held StockfPorlnership Inlerest (Sc.hedule C) A. Mortgages and Nolel Receivable (Sc.hedule 01 5. Cash, 8ank Deposits & Miscellaneous Perianal Properly (S,hodul. EI 6. Jointly Owned Property (Schedule F) 7. Transfers (Sc.hedule GI (Sc.hedule II 8. Tolal Gran Auet' (tOlollines 1.71 9. Funeral Expenles, Administralive COSh, Miscellaneous Expenle' (Schedule HI 10. Debtl, Mortgage liabilitie" liens (Schedule I) 11. Total Oeduc.tions (10101 lines 9 & 10) 12. Net Value of Eslate lline B minus line llJ 13. Charitable and Gavernmenlal 8eque," {Sc.hedule JI Net Value Subietl 10 TOol (line 12 minUI line 13) Spoulal Transfers (for dotes af death after 6.30.94) See Instrutlions for Ar,plicable Percenlage on Reverse Side. (Indude value, rom Schedule K or Schedule M.) Amount of line 14 laxable at 6% rote (Include values from Sc.hedule K or Sc.hedule M.) Amounl of line 14 taxable 01 15% role (Indude valuel from Schedule K or Schedule MI Printipalla. duo IAdd lax from lines 15, 16 and 17.) Credits Spousal Poverty Credit Prior Paymenls z o 3 :> ~ ii: .. u w .. 36,478.75 (6 ) (71 36,47B.75 (B) (91 (10) -0- -+~~--- 36,478,,75 -0- -. --_._------~-~-- 36...478 . 7.~. (III (12) (131 (141 14. 15. 16. 17. z 0 ;:: lB. .. ~ :> 19. Go :e 0 u w 20. .. .... (IS) x. = x .06 = 2,189.73 ----.-------- x .15 = (lBI 2,189.73 .._-_..__.~_.- (191 120) 2,18~.L73 (211 83.25 121A) 121BI 2,271.9B 36,478.75 1161 (171 Interesl DiICount + + If line 19 is grealer Ihan line 18, enter Ine differenc.e on line 20. This is Ine OVERPAYMENT. Ii!D Check here If you ore requesting 0 refund o' your ov.rpaym.nt. . 21, Uline 18 is greoler Inon line 19, enter the dillerenco on line 21 This is Ine TAX DUE. A. Enter the inlere,t on the balance due on line 21 A 8 Enter the tolal olUne 21 and 21A on Uno 218. This is Ihe BALANCE DUE. _Mole~ Ch.cle P~V~bl. to:~ R.~~_.tlf_af ~1lI,! ~g!_~t___ ....~__.~____.._.__.___.___... n _ __.~_ ...n__ ___._ .__._________ >- >- BE SURE TO ANSWER ALL QUESTIONSOt"'-REVERse-siDE AND-TO RECHECK'MATH -<-:.c:--.------- Under penalties 01 pequry. I dec.lore tnoll have f!.lomlned IllIs relurn. mcludlng 0((ompo~Yln9 scnedules and slclemen". and 10 Ihe best of my ~nowledge and belief IllS true, c.orrect and complol('. I dec.lale Ihol all leal e\lale hos been reporled 01 Irue marlel value Declurotlon 01 preparer olher than the personal represenlahvo ,; based on 01~~~~'90.m.~J ""'Ich preparer hm any knowledge ~IGtiATi:iRI 't!,(jffr7Ct~ie--o., foalll,',G ~tTu~t..- A('oa!~~ OAT[ ~- - - -- - n_ , Ii I (~~'^-- HCrl:lll'. I.f"l" & 1l0ekillH, 2000 On" I.ogan Sq., r:11~f 9'1 <"GI4A) .d(f~fp~~IJOt.. "AI,&rpal<,(IJTAT.1 I.fl,.1 ~ PhiLu!plphi:1, P'\ 19103-?993 DAI( ',..-. '-1 f,;. 'I ...1..-- ~IB Pin" St., IIn:'rishllrg, 1''\ 17\01, g 2':,(17 .- .,' " SCHEDULE J BENEFICIARIES ................................................................. ESTATE OF JAMES R. DORAN FILE NO, 96-00428 ................................................................. ITEM NUMBER AMOUNT OR NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE ----------------------------------------------------------------- A, TAXABLE BEQUESTS: Son 1/3 1. James Terrence Doran 5320 Columbia Avenue Hamburg. NY 14075 1/3 Son 2. William M. Doran 27 Draim Moir Lane Philadelphia, PA 19118 Daughter 1/3 3 . Susan M. Doran 1515 S.E. Tolman portland. oregon 97202 ....============================================================= ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE --------------------------------------------------------------- B, CHARITABLE AND GOVERNMENTAL BEQUESTS . Jr,., ~) IfY.UOO u.. 11.9.1 .... z ~ fil :.l g ~ )iC:5"" tdf~ :c c". U~a: ..... :llli O:g O:z 82 , .~ 1 JCJCl9 I'OR DATISO'DlATHAmRI2131191 CHICK 1\ , POUSAL IT'f..CllIDIT IS CLAIMID 0 ,lLUjU,",".. r Ji.~lro -.V,~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) g 1. Otiqinal R.tur" LJ 0&. limited ellal. 0 Aa. future Inl.,.., Compromu. (10' do... 01 d.o.. oh.. 12.12.B21 E::J. 6. oK.d.n' Di.d T..tot. 0 7. DIC.d.nt Maintain,d Q living Trull (A"oc. copy of WillI IA"oc. copy 01 f,ull' AU CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO. HA,M,( COM,UIl MAIUNG ADDUU COM,MONWfAUH m "NN,nVANIA OIPAIIM(N' or UYENUI Of" 710601 H.....ISlUIC, ,... 111U4601 OI(IDlhl'~ NAMllLA'I.IIUI. ,u..o "".DOU INIIIAII Dnra:l t ,ja:1.'!: 1-:. ! WClAl11CUllll HUMUI DAn 0' OlA'" Ofll}-I 0- i':.('~l or)/ I h/(lh 20. Ulin. 19 is g,.oter than lint 18. .nllr th. diff."nc. on lint 20. Thi,ls the OVERPAYMENT. aD ...:r.n... ,1..,1 1.."."'1..1' ..II...I...I.III.I'lhl....'oltTl":T'lll":'1..Tj.j'I..l..J...U~'~III.lll 21. If lin. 18 i, gr.al.t than lin. 19. .nl.t the diHer.nu on lin. 21. Thil il the TAX DUE. A. Ent.r the inter..t on the bolonce due on lint 21 A. 8. Enl.r Ih.totot of line 21 and 21A on line 218. This illhe BALANCE DUE. Mak. Chltk Payabl. tOI R.gl.." of WllIl. Ag.nt ~).. I'E S'JRE m ANSWER ALL QUESTIONS ON REVERSE SIDE ^NO TO RECHECK ~'I\TIl .0(.0( Und.r p,nallle' at pequry. I d.c1or. thai I hay. examln'o 11'l1I r'lum. Including accompanYIng Icnedul" ana Itallmenll. anc to In. b.II ot my knowl.dgl onc it il truI. corr.C1 and compl.... I declare that all real "Iale hOI been repoN,d at true marilel yolul. Oeclorallon of pr.perer other than rill p.rsonal ,.p,...n bOled on all information of which prepartr halon.,. ilnowl.dql, SIGNAtU'( f' 'u~ot( us N I.~!'\'O. filiNG lnUlN ACOU~~ DAn .')rJ' /1. 1.(l<'1 :'):/ '0<1 j'/';r /.,,,t.J I~J 1111 'j/ U:.!l 'r! 14. ~lGNAtU'''' Uti otH HAN L.N NtAIlYl ACO'US DAn \ . (I\~Z\Il";^<-,.(.,"'o.86'" \\......M\>~ 7.... 11\D~ 17./'31141, / 1" .H"CAkll su..........o II'OUU' H_' I.....U. II.It IMO "'ICJOI.IIN,I1AlI o 2. Suppl.m.ntal R.lurn z co ;:: :5 ::0 .... 5 U ~ 0: Shmm f.. 0'1'00:", l>~('. ULI'ttONI NUMlll .'1~-IR<;1 1. R.ol Eliot. (Sch.dul. AI 11 I 2. Slock. and Band. (Sth.dul. 81 12 I 3. Clollly H.ld S.ockIPortn.nhip Inl.r.,'ISth.dul. q ( 3 I .. Mangos.. and No... R.ceivobl. (Sch.dul. D) ( A I 5. Calh. Bank 0'1'0"11 & Milullan,oul P.nonal ProptrTy ( S 1 (Sch.dul. EI 6. Jointly Owned Prop.rty ISth.dul. f) (61 7. Trani!." ISthedul. G)ISth.dul. l) (7 ) 8. Total Groll AU"I (lota1 Un.. 1.7) 9. Fun.ral bp.n.... Adminiltrative COlt.. MiK.llaneoul ( 9) Expon... (Schedul. HI 10. O.bl.. MonSoS. Uobili.i." U.n. (Sth.dul. I) 110) 11. To.ol O.duCllonl (.o.ollin.. 9 & 10) 12. Nit Valu. of Eliot. tLin. 8 minus lint II) 13. Charitabl. and GOYlrnmtntol a.qullll (Sth.dul. J) I.... NI' Valul Subj.ct to To.. llint 12 minu,lin. 13) 15. Spou.ol Tron,,".. ('a' doll. of d.o.h oh., 6-30.9.1 5.. InltNdian. for Applicobl. PItCllntagt on Rn.n. (15) Sid.. (Indud. 'to lUll From Sch.dul. K or Sch.dul. M.) 16. Amount of linl ,... laxabl, at 6% ral. (16) (Indud. volu.. from Sch.dul. Ie or Sth.dull M,I 17. Amount of lint 1.4 toxabl. 01 15ll1, ,~!" (17) (Inciud' ...011.11$ ;rn,., :ZC;i1l0:Jld ^ sr .~ ,l!OUI. M ) 18. Principal tax due (Add lox from Lin.. IS. 16 and 17.) 19. Cr.diu Spou,ol Pay, NY Credil Prior Payments + .'" :ion. no + :z: '" ;:: c .... ::l ... :E '" .... M C .... COUNTY CODE' . . 0< \ ".>,,0 YEAR t)(l:l~B NU' ClClClNt') CO.M,UllACUUU 7 r1 :::lI':\\'~ /\V""lIl' C~l::i~~jl', P,\ 170!'1 C_'" rll:"~W ~ ~ .~ 'h! AMOUNt 'LClIVID I~n IN~t.uCI'ON.1 03. R.mainder R.tvm ('Of' dOli' of death prior to 12.1' fed.ral fltat. foa R.turn "'OUI :J s, 1- B. Tolal Number of Soft O.polil Be .O:Ll.L,\:; t. (;EPHAHT ::lH j'!'H' :;::., :'.0. ;~,,:: fia() ':l. 'L~7 .7 r; 1\7.131,. ,::l (8 I 112, :~~n. III H.3:l6.~[; 7~2.53 (II) 112) (131 IUI 9, l~n.nl 103,1<;1.11 11'1. ~ ',: . 1-' 101.151.11 fl,1:19.0R .._2 . .06. . .15 . (IB) '.' 'I OilCount :~)fi. HI, Int.,... I't 736. fl!a (191 (201 (211 121Al (2IBI I .:.,~. .'1 I . I. ,.~ . .~ '\ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEv:i5'4TEiC"FP-io3:9:fj-NorYcE--o"-YNHEiiiTANcn'-"x-i\-pPRAisEifENT-;-"i.i:owAN-cE-ifli--mm--------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES R FILE NO. 21 96-0428 ACN 101 If an assessment was issued previouslY, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal rat. (IS) 16. A~ount of Lin. 14 ta.able at Lineal/Class A rat. (16) 17. A~ount of Lina 14 taxable at Collateral/Class Brat. (17) 18. Principal Tax OUB TAX CREDITS: PAYNE NT DATE 08-15-96 12-31-96 i' " / BUREAU Dr INDIVIDUAL TAKES INtI[RlfAHC[ tAlt DlvISIO~ DlPI. ZlIOUI tlARRISBURC, PA 111ZII.OttOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Dr tNIIERITANCE TAK APPRAISENENT, ALLOWANCE DR DISALLOWANCE Dr DEDUCTIDNS AND ASSESSNENT or TAK SHAUN E OTOOLE ESe KILLIAN & GEPHART PO BOX 886 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN I t- I ESTATE OF DORAN TAK RETURN WAS, I ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ (l) 2. Stockl and BondI (Schedule OJ (2) 5. Clos.ly Hald stock/Partnership Intara.t (Schedule C) (3) 4. Hortg.v.s/Not8' Raceivable (Schedule OJ (4) 5. Cash/Bank Deposits/Hi.c. Parsonal Property (Schedule E) (5) &. Jointly Owned Property (Schedule FJ C&) 7. Transfers CSchedule G) C71 8. Total Alsetl APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expense. (Schedule H) (,) 10. Debts/Hortgage Liabilities/liens (Schedule 1) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: RECEIPT NUNBER AA146626 AAI85030 DISCOUNT 1+) INTEREST/PEN PAID 1-) 236.84 .00 (!/ 05-12-97 DORAN 05-16-96 21 96-0428 CUMBERLAND 101 Anount Re"lttad I X) CHANGED SEE .00 24.327.75 .00 .00 87,336.28 .00 .00 18) 8.336.28 792.53 Ill) 1121 113) 114) .00 K .00= 102.535.22 K .06= .00 K .15; IlBI ANOUNT PAID 4.500.00 1.452.23 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE *' '''.lhl lit" III.'" JAMES R DATE ATTACHED 05-12-97 NOTICE NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your bx paYllent. 111,664.03 Q.1?R RT 102,535.22 .00 102.535.22 .00 6.152.11 .00 6.152.11 6.IB9.07 36.96CR .00 36.96CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: E.tat.. of d.c.d.nt. dyIng on or before Dece.b.r 12, 1982 -. If .ny future Intere.t In the e.t.te 1. tr.n.f.rred In Po.....lon or .nJoy,ent to Cl... B (coIl.teral) ben.flcl.rle. of the decedent .fter the e.plratlon of any e.tat. for II" or 'or year., the Co..onw.alth hereby e.pre..ly r..erve. the right to .ppr.l.e and ...e.. tran,'.r Inheritance Ta.e. at the l,w'ul Cl... B Icollateral) rat. on any .uch 'uture Int.rl.t. PURPOSE OF NOTICE: To fulfill the r.qulre..nt. of S.ctlon 2140 of the Inherlt.nce and [state T.x Act, Act 21 of 1995. 172 P.S. S.ctlon 9140). PAYHENT1 Detach the top portion of thl. NotIce and sub.lt with your pay.ent to the Regl.ter of will. printed on the rever.e .Id~. "Hake chIck or lon.y orde" payable to: REGISTER OF MILLS, AGENT REFUND (CR): A ,..fund of a t.x cr.dlt, which wa. not ,..qu..t.d on the Ta. R.turn, ..y be r.que.ted by co.pletlng .n "Appllc.tlon for R.fund of Pennsylvania Inh.,.ltance and Estate T.." (REV.1313). Application. .re .vallable .t the Office of the R.glste,. of Will., any of the 23 A.venue ol.t,.lct Office., 0,. by calling the .p.clal 24.hour an.werlng .ervlce nu.b.r. 'or forI. ordlrlng; In P.nn.ylvanla 1-800-362.2050, out.ldl Penn.ylvanla and within local Harrl.burg area (717) 787.8094, TOO' (7171 772-2252 (H.arlng IIPalr.d Only). OBJECTIONS; Any party In Int.r..t not s.tI.fl.d with the appralse.ent, .llowanc. or disallowance of deductions, or a....,..nt of t.. (Including dl.count or Intere.t) a. shown on thl. Notice lU.t Object within .I.ty (601 day. of r,cllpt of this Notice by: ..wrltten prot..t to thl PA Oepart.ent of R.venu., Board of Appeal., Oapt. 281021. Harrl.burg, PA 17128.1021, OR ...I.ctlon to have the .atte,. d.ter.lned at audit of thl account of tha per.onal ,.ep"..entatlv., OR ...ppea1 to the Orphan.. Court. AOHIN ISTRAlIYE CORRECTIONS: Factual error. dl.cov.red on thl. ...Is.,ent .hould b. addre.sad In writing to: PA Depart..nt of Revenue, Bureau of IndIvidual T...., ATTN: Po.t A.ses.'.nt Review Unit, Dept. 280601, Harrl.burg, PA 17128-0601 Phon. (117) 787-6505. Se. page 5 of the booklet "In.tructlon. for Inherltanc. Tax Return for a R..ld.nt Oec.dent" IREY.IS01) for an explanation of ad.lnl.tratlvely correctable .rror.. DISCOUNT: If any tax due I. paid within three (3) calendar aonth. after the d.cedent'. dlath, . flv. perc.nt (5~) dl.count of the ta. paid I. allowed. PENALTY: The IS~ ta. aan,.ty non.partlclpatlon penalty I. co.put.d on the tot.l of the ta. and Int.r..t a.....ad, and not paid bafore Janu.ry la, 1996, tha flr.t d.y .ft,r the and of the taw aan..ty p.rlod. Thl. non-p.rtlclp.tlon p.nalty I. .ppe.1able In the .... .ann.r and In tha the .a'a tl.a period a. you would apPI.l the ta. and Intera.t that h.. bean a.se...d as Indlcat.d on this notice. JNTEREST: Int.r..t I. charg.d beginning with first day of d.lInquency, or nln. (9) .onths and on. II) day fro. the date of death, to the date of paYlent. Tax.. which bec..e delInquent be'or. January 1, 1982 bear Int.re.t at the rate af sl_ (6~) percent p.r annu. calculated at a dally rate of .000164. All ta... which bac..e delinquent on and after January 1, 1982 wIll bear Intere.t at a rate which wIll vary fro. calendar year to calendar y.ar wlth that rat. announc.d by the PA Depart.ent of Revenue. Th. applicable Intere.t r.te. for 1982 through 1997 are: '!!!! Jntlrnt Rat. Dally Int.,.nt Flletor !!!! Internt Rata Dally Inte,.e.t Factor 1982 20:C .000548 1987 .. .0002U 1983 16~ .000U8 198841991 UiC .000301 1984 11:C .000301 1992 .~ .000241 1985 U~ .000356 1993-1994 I~ .000192 1986 lo~ .000274 1995.1997 .. .000247 uJnt.,.nt Is calculated .. follow.: INTEREST = BALANCE Of TAX UNPAID X NUnBER Of DAYS DELINQUENT X DAILY INTEREST fACTOR .-Any Hotlc. I..ued .'ter the ta. beco.es dellnqu.nt will r.flect an Int.re.t calculation to ,Ift.an liS) day. beyond the data of the a.....,ent. If pay..nt I. .ade aft.r the Int.r..t co.putatlon date .hown on the Notice, additional Int.r.st lU.t be calculat.d. . .. (V'\ ... , ., ::- ..() '1 ~ c;:.: 0\ I ::-:: '-:..; ,- (-) .. 2 (lic: r-- 9' _-? :::J a: Uu o NO. AA 185030 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ACN ASSESSMENT r:" CONTROL iiiI NUMBER '* 11~1112IIlI""jl RECEIVED FROM: fJ AMOUNT SHAUN EO' 'fOOL[;: 218 PINE STREET POBOX 886 HARRISBURG, PA 101 .1,.tJ!.ea 17108 ESTATE INFORMATION: 1:1 FilE NUMBER ~ 21-1996-0428 ~ NAME OF DECEDENT ILAST) ~ DORAN JAMES R ~ DATE OF PAYMENT Iii 01102/97 m POSTMARK DATE COUNTY SSN 069-10-746~ IFIRST) IMII CUMBERLAND DATE OF DEATH 05/16/96 REMARKS W M DORAN cIa SHAUN E O'TOOLE ESQUIRE SEAL CHECK" 6 m TOTAL AMOUNT PAID $1,452.23 PB r , ", RECEIVED BY .'" /1.1 . I' ... ...... .... /,'. j , SIGNATURE . . -- MARY C. LEWis ''/''II'<'?,; REGISTER OF WILLS . I REGISTER OF WILLS ..n _ ___ __ __ -.- -;-- -;__-,. ; ,. , .. .' ---~ -..--..~ c....Ff, .,.:.. . J ..,' ,.!j-=-/(Jj -1 COHHONWEALTH OF PENNSYLVANIA I 1* DEPA~THENT OF REVENUE C ..' INHERITANCE TAX RECORD ADJUSTMENT 11I.IUIUII'lll.'" DATE OS-16-97 ESTATE OF DORAN JAHES R DATE OF DEATH 05-16-96 FILE NUHBER 21 96-0428 COUNTY CUM8ERLAND ACN 101 Allount Reni tt.d BUREAU OF INDIVIDUAL TAXES IHtllRIUHC[ lAX DIVISIOH D(PJ. taobOI IIAllRISBUNC, Pi III:S-0bOI SHAUN E OTOOLE ESQ KILLIAN & GEPHART PO BOX 886 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE: To inlu~. proper credit to your BeCDunt, subll!t the upper portion of this forn with your tex peyne"t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiE-1i :Ei'iij-Eif"AFi'--fiii-: 9';-j-m-.-.-lil-tiEifif ANeE' -i'A-i-iiifcoiii:i -AD:'-usi'ilE'N,.u.ii _mm m__mmm_m -- -- ESTATE OF DORAN JAMES R FILE NO. 21 96-0428 ACN 101 DATE OS-16-97 ADJUSTHENT BASED ON: VALUE OF ESTATE: 1. R..I Est.t. CSchedule AJ 2. Stocks end Bonds (Schedule 8J 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hartg.ges/Notes Receivable (Schedule DJ S. Cash/Bank Deposits/Hlsc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FI 7. Trensfers (Schedule G) B. Totel Assets DEDUCTIONS AND EXEMPTIONS: 9. Fun.~.l Exp.ns.s/Ad~inistrative Costs/ Hiscellen.aus Expenses (Schedule HI Debts/Hartgage Liabilities/Liens (Schedule II Tatel Deductions Het Velue of Tax Return Charitable/Cavernnental aequests (Schedule J) Het Value of Estate Subject to Tex ADMINISTRATIVE CORRECTION III 121 131 141 ISI 161 171 .00 24.327.7S .00 .00 87.9S2.39 .00 .00 IBI 112.280.14 10. 11. 12. 13. 14. TAX: 15. Amount of 16. A"ount of 17. A"ount of 18. Principal TAX CREDITS: PAVHENT DATE 191 1101 8,336.28 792.S3 Ill) 112) 113) 114) 9.128.81 103.1S1.33 .00 103.1S1.33 Line 14 at Spousal rat. Line 14 taxable at Line.l/Class A rate Line 14 taxable at Collateral/Class Brat. rex Due liS) 116) 117l .OOX.OO= 103,1S1.33X.06 = .00X.lS= 118) .00 6,189.08 .00 6.189.08 OB-lS-96 12-31-96 RECEIPT NUHBER AA146626 AA18S030 DISCOUNT 1+) INTEREST/PEN PAID (-) 236.84 .00 AHDUNT PAID 4.SOO.00 1,452.23 TOTAL TAX CREDIT BALANCE OF TAX DUE , INTEREST AND PEN. I TOTAL DUE 6 189.07 .01 .00 .01 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.) -':' .. PAYHEHT s Detach the top portion of thl. Notice and .ub.lt with your pay~ent lade pavable to the naee and addre.' printed on th. r.v.r.e .Ide. u Hake chick or eoney ord., payabl. to: REGISTER OF WILLS, AGENT. REFUND ICRI: A r.fund of a taM erldlt, which wa. not reque.ted on the TaM Aeturn, lay be reque.ted by coepl.tlnQ an MAppllc.tlon for Refund of P.nn,Ylvanla tnh.rltancl and E.tat. TaM" (REV-llllJ. Application. arl avallabll at the Offlc. of the Rlgl.t.r of will., any of the 21 Rlvlnue DI.trlet Offlc.' or frol the Dlpartelnt" l~-hour an.w.rlnQ ..rvlcl nueb.r. for for" ordering: tn p.nn.ylvanla 1-800-362-20~0, out. Ide Pann.ylvanla and within local Harrisburg ar.. (717) 787-809~, TODI 17171 771-2252 IHa.rlng tepalrad only). REPLY 101 Qu..tlon. ragardlng error. contained on thl. notlc. .hould bl addr....d tos PA Departeent of Revenu', Bureau of Individual TaMe., AttN: Po.t As...,.ent Ravlew Unit. Dlpt. 280601, Harr1sburg, PA 17128-0601. Phon. 17l7l 7e7-6~05. DISCOUNt: t, any taM due I. paid within thre. (31 cal.ndar lonth. aftar the dlc.d.nt's death, a flv' p.rcent (5X) dl.count of th. taM paid I. allow.d. PENALTY: Th. 15:< taM aln..ty non-participation panalty I. coeput.d on th. total of the taM and Intare.t a......d, and not paid b.for. January 18, 1996, th. 'Ir.t day aft.r the .nd of the taM aan..ty parlod. tHtERESh Int.r..t I. charg.d beglnn1ng with 'Ir.t day of dellnqu.ncy or nlna (91 .onth. and ana (IJ day 'rol the data of d.ath to the d.te of paYI.nt. 'aM" which beca.. dallnqu.nt bafore January I, 1982 b.ar Intar..t at tha rata of .1M C6XJ p.re.nt par annul calculat.d at a dally rat. of .000164. All ta... which b.ca.e dallnqu.nt on and aft.r January 1. 1982 will blar 1nt.r..t at ft rat. which will vary frol cal.ndar y.at to cal.ndar yaar with that rate announc.d by the PA Dlpart..nt of R.v.nu.. Th. appllcabl' Int.r..t rate. for 198Z through 1997 ar.: Y,lIr Int.,..t Rate D.lIy tnt.,..t Factor y.at Int.,nt Rat. Dally Int.r..t Factor 19112 lOX .000~411 19117 'Z .0002~7 1911] 16:< .00008 1988-1991 11:< .oonol 19114 lliC .oonol 19'2 'Z .000l47 1915 13Z .000356 1"3-19'~ 1Z .000192 19116 10:< .000l7. 1995-1997 'Z .000247 ulnt.rut is calculat.d .. follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..u.d aft.r thl taM b.co... d.linqu.nt will r.fllct An Int.r..t calculation to flft..n tl51 day. b.yond the date of the a.......nt. If pay.ent I. ead. after th. Int.r..t cOlPutatlon data .hown on th. Notice, addlt10nal Int.r..t au.t b. calculated. . . (',I ,., r. L: I'., ':;, .~-. -' '__)Ci ('t- ILl,<) -! BUREAU OF INDIVIDUAL TAXES lI<tllllllTAl<tll lU 1lIvl~It)"I DlJ1t. ;'1I0htll "AilIUS8UIIC, IIA III:d Ohlll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (: ." \~ .<, ).,;.'. ..((: "r':,~ ~ ...~~ (.r'", ..:......t,.......\~ . t';'~.~' \:I,'''~ ,..'::" "DIlCE 01 !llIlI"IIMICE lAX AI'I'HA15EHLNT. AllOWAtIC( OR DI5MlOWAUcr or DI:DUCllONS AND ^SS[~St1I.NT or lAX 11..1.11""':'''' SHAUN E OTOOLE ESe KILLIAN 8 GEPHART PO BOX 886 HUG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-17-97 DORMI 05-16-96 21 96-0(,28 CUMBERLAND 101 JAMES R ^-~oun t -";':;1-t -f;d ---- ---~ _.. _ __.__ .._n... H_ -- --_.---~.._-- _0-_-_-0.._-"_'-1 MAKE CHECK PAVABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEV: i5'47 - Elt- AF p" i iiF97 Y -NOT i C E- -oF - -iN H Eif i T ANtE - TAX - iiPPRAisE'i';ENT -;- A [LOW AN-tE -i:ili -- n_ -- - --- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DORAtI JAMES R FILE NO. 21 96-0428 ACN 101 DATE 11-17-97 TAX RETURN WAS: I X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 1. Real Estate ISchodulo AJ 2. Stocks and Bonds (Schedule 8J 3. Closely Hold stock/Partnership Interest ISchodule CI 4. Mortgages/Notos Receivable ISchedule D) S. Cash/Bank Deposits/Misc. Personal Property ISchedule E) b. Jointly Owned Property ISchedule f) 7. Transfers ISchedule G) B. Total Assets tlO. 01 RETURtl III 121 131 14) 151 '01 171 NOTE: To insure proper crodit to your account, subnit the upper portion of this forM wi th your tax paYMent. .00 .00 .00 .00 .00 36.478.75 .00 IBI 36,478.75 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule to lq) 10. Debts/Mortgage Liabilities/Liens ISchedule 1) nO) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GovernMental Bequests; Non.olectod q113 Trusts (Schedule JI 14. Net Value of Est.te Subject to Tax .00 .00 Ill) 1121 1131 (14) 00 36.478.75 .00 139.630.08 If an assessment was issued previOUSly, lines reflect figures that include the total of ahh ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal 1&. AMount of Line 14 taxable at 17. AMount of Line 14 taxable at lB. Principal Tax Due TAX CREDITS: , I 14, 15 and/or 1&, 17 and 18 will returns assessed to date. NOTE: rate Lineal/Class A rate Collateral/Class 8 rate 1151 IIbl 1171 .00 X .00, 139.630.08 X .06, .00 X . 15, I1BI .00 8,378.81 .00 8,378.81 PAVHENT DATE 08-15-96 12-31-96 08-22-97 RECEIPT "UHBER AA146626 AA185030 AA211680 DISCOUNT I') I"TEREST/PEN PAID I-I 236.84 .00 82.24- AHOUNT PAID 4,500.00 1.452.23 2.271.98 BALANCE OF UtlPAID ItlTEREST/PENALTV AS OF 08-23-97 i TOTAL TAX CREDIT ,BALANCE OF TAX DUE, INTEREST AND PEN. TOTAL DUE 8,378.81 .00 18.90 18.90 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAVHE"T IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), VOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.) RESERVATION: Estates of decedonls dvlng on or bofor. DocoMuer 11, IqSl .- if ony fulur. Inter.st In tho oslalo Is tronsf.rrod in possession or enJoy~.nt 10 Class II Icollalar~11 b.neflclnrles of Ih. decadant after tho e.pirntlon of any oslal. for Ilfo or for yo~rs, Iho Con"onw.alth hareby u.pressly rosuryes tho right to Appraise and nSSass transfor Inheritance Tn..s at tha lawful Clan B lcollataral I rnlo on any !ioUl;h futurll Inlllrosl. PURPOSE OF NOTICE: ro fulfill tha roqulronanh of Sactlon ;1..0 of thQ IntloritnnclI ,lnd [st,lla I,,. Act, Act o'!1 of I??~. 111 P.S. Section ?hOI. PAVHENT: Det,lch tho top Ilortlon of this Notice ;lMd "Uhnlt with your p,lYnont 10 tho "o'flster of "'llh printod 0'1 tho 'lI...arso side. --Ha"e chOCk or nonllY ordor p.)yablll to: REGISTER OF' WILLS, ACENT RErUND (CR): A refund of a taM crodlt, whJch was not rsquostad on the Tn. "lIturn, "~y be roqullsled by conplotln~ ~n "ApplicatIon for Refund of PonnsvlYl'lnla InherHanc. ,lnd [stnlll r....... lRlV-1.51.51. Apllllc...tlnnlO <Ita aVlliJ.,blo al tho Office of the R.gister of wills, any of Ihe ~3 Revenus District OffIces. or by calling tho special :~-hour answ.ring servlc. nunbers for for.s ordering: In PennsYlynnla 1'800-Sb;';OSO. outsldo Pennsylvania and within local Uarrlsburg ar.a (1111 lA1-1I09~, 'DDI (1111 l1Z.1~':,1 ftlearing I"paired Dnly). DBJECTIONS: Any party In Intorest not satisfied with the nppralsonont. ~Ilowanco or disallowanco of deductions. or ~ssa$$nont of t". (Including dlscounl or Interosll as shown on this Notice RUSt ObJoct within shly 1601 dllys of rocoipt of this Not Ice by: "written protest 10 the PA Dopar",.nt of RevllnuQ, Board of Appenls. D.pl. ~810ZI. Harrisburg, PA 111~S-1011. OR ..oloctlon to have the "at tor dotllr.Jn.d at audit of tho accounl of the personal r.pr.s.ntatl..... OR --app.al to tho Orphans' Court. ADHIN 15TRUIYE CORRECTIONS: ractual .rrors dlscover.d on this assossnont should b. addrossed In writing to: PA Doparl".nt of Re....nu.. Bur.au of Individual Ta..s. AITN: Post Ane,,"onl Poview Unit. Depl. ~80bOI, Harrisburg. PA 1112S-0bOI Phon. 17171 181-b~0~. S.e pago ~ of the boo~lot "Instructions for Inheritanc. 'a. R.turn for a Rosid.nt O.cod.nt" (REY-ISOI) for an __planation of ad.lnlstratIY.ly correctnbl. .rrors. DISCOUNT: If any la. dug is paid within thr.. (3) calendar nonths aft.r the docod.nt.s doath, a flv. perc.nt IS1.) discount of the ta. paid I. nllow.d. PENAlty: Th. 151. tak lI"n..ty non-participatIon ponalty Is conput.d on Ihe toll'll of tho taM and intor.st assossod. and not paid bofor. January 18. 1996. the first day aftor tho end of Ih. ta. ann.sty porlod. This non-participation p.nalty Is appoalablo in Ih. sa". "annor IInd In tho the sa.e tl.. porlod as you would appoal the ta. and Int.r.st that has b..n aSSOSS.d liS Indicated on this notice. 1I"11[AEST; Inter.st Is charg.d boglnnlng with first day of d.linqu.ncy, or nln. (IJI "onths and on. (I) dny fro" tho date of denlh, to the date of plly".nt. fa us which bIllCR". dollnquent b.foro Janullf'Y I. 19111 bO/lr Inlorosl at Iho rat. of sl. (6%1 p.rClllnt p.r annu" c~lculalod al ... daily rate of .000Ib~. All ta.es which b.c"n. dolinquont on and afl.r January I. 19S2 will boar Inlerost al a r~te whlcn will vllry fro. calondar yoar to calendllr year with that rllt. announcud by the PA Deparlnent of R.vonu.. Ihll oppllcnblll Intorest rates for 198~ through 1991 aro: ~ Interast Ill'lto Dally Intorast rnctnr ~ Inlorosl Rnto D.,lIy Intnrost Fnclor 1982 20% .000S41l 1981 9% .000;~1 IIJl!l 16% .000~la I?U-IllfJl 11% .0000501 19l1~ 11% .000SOI IfJf)2 9% .000241 IlJlIS 13% .000156 IfJ'U-lfJIJ4 1% .0001'J2 198b 10% .000Ur. IIJ?S-1991 IJ1. .OOOl~1 .-Int.rost Is calculated .. follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. ISsued after tho ta. boco..s d.llnquent will refl.ct IIn Inl.rost calculation to flft.on liS) day. beyond tho date of tho IIs...s..nt. If pay~ent Is "lid. lifter Ih. Int.rost cOAPutatlon dllle shown on the Nollc.. IIddtt lonlll Into, est .ust b. calculated_ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INlIlAItAHC[ lAIC DIVISION DEPI. 1I0.0 I IIARAISlUAC. PA 11118-0.01 NOTICE OF INttERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX SHAUN E OTOOLE ESQ KILLIAN & GEPHART PO BOX 886 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE: NUMBER COUNTY ACN 11-17-97 DORAN 05-16-96 21 96-0428 CUMBERLAND 101 Anount RenH ted * II'. a" .. '" IIt.HI JAMES R 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 ~ ilEV:ji;cjj-Eif-"FP--fCiFij:fi-ijoi'-icEuOi'-YNHEiifi'Aiici1-TAx-jipiiiiAi~F.i"-EijT-:-.m:EiwAi,ir.F-('-R-u_----------u- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DORAN JAMES R FILE NO. 21 96-0428 ACN 101 DATE 11-17-97 !-!I ::-: :=~==~=~~"; ~:::= i:::u::~ ;::-:\.:!.=:..:::l:,', l:!.~=:: ". !S :!r.:V~:"," ,., ~~!:!'!! ~-.=ill reflect figures that include the total of ALL returns assessed'to.date. ASSESSMENT OF TAX: 15. AnDunt of Line 14 at Spousal 16. Anaunt of Lina 14 taxable at 17. Anau"t of lina 14 taxabl. at 18. P~lnclp.l Tax Due TAX RETURN WAS' I X I ACCEPTED AS FILED CttANGED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 1. R..l Estat. (Schedule A) 2. stocks and Bondi (Schadule B) 3. Closely Hald Stock/P.,-tn.,.,hlp lnta,.ast (~-=".d.1i1J C) 4. Horts.gas/Nota. Rae.iv_blo (SchedulA nl S. Cash/Sank Deposits/Hisc. Per~~n~J Pro~ert~ ~Schedule E) 6. Jointly Owned Propert~ (Sct'..~ule F) 7. Transfers (Schedule G) 8. Total Ass.ts RETURN NO. 01 111 .00 121_____ .00 131.._...__ .00 ""..___.._ .00 15,__.___ . 00 '., 36.478.75 III .00 APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. E.pens.s (Schedul. H) (9) 10. Dobt./Hortvovo Liabilitio./Lion. ISchodulo I) 1101 11. Total Deductions 12. Nat Value of Tax Raturn 13. Charit.bla/Govarnnental Bequests; Non..lectad 9113 Trusts (Schedule ~J 14. Nat Value of Estat. Subject to Tax .00 .00 111) 1121 1131 1141 ~:aT~: rat. Lineal/Class A rate Coll.teral/Class B rate .00 X .00: 139,630.08 X .06: .00 X .15: lIB) lIS) 116) 1111 TAX CREDITS: PAYHENT DATE 08-15-96 12-31-96 08-22-97 DISCOUNT 1+1 INTEREST/PEN PAID I-I 236.84 .00 82.24- RECEIPT NUHBER AA146626 AAl85030 AA2116BO AHOUNT PAID 4,500.00 1,452.23 2,271.98 BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-23-97 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IB) NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paYllent. 36,478.75 00 36,478.75 .00 139,630.08 .00 8,378.81 .00 8,378.81 8,378.81 .00 18.90 18.90 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TNAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS.) RESERVATJONI E.tat.. of dacedant. dying on or be'ora Daceabar lZ, 19aZ -- I' any 'utur. Intara.t In tha a.tata I. tran,'.rred In oO'I."lon or eniny..nt to Cia" I (collat.ral) b.n.'lclarl.. 0' the d.c.d.nt a,t.r the ..plratlon of any ..tat. 'or 11'. or for y.ar., the Co..onw..lth h.raby e.pr..sly rasarve. the right to appral.e and a.se.. tran,'er Jnh.rltanc. Ta... at the law'ul CI... I (collataral) rat. on any .uch future Int.r..t. PURPOSE OF NOTICEI To fulfill the r.qulr..ent. of S.ctlon ZI40 0' the Jnharltanc. and E.tate Tax Act, Act Zl of 1995. (lZ P.S. S.ctlon 9140). PAYHENT: D.tach the top portion 0' thl. Notlc. and .ub.lt with your pay..nt to the Ragl.tar of Will. prlntad on tha ravar.a .Ida. ...."ake chack or .onay ordar paYabl. to: REGISTER Of' MILLS, AGENT REFUND eCR)1 A rafund of a tax cr.dlt, which was not raqua.tad on the Ta. Raturn, .ay be raqua.tad by coapl.tlng an "Application for Rafund of Pann.ylvanla Jnharltanca and E.tate Tax" (REV"llll). Application. are avallabl. at tha Offlc. of tha R.gl.t.r of Wills, any of the Zl R.venue District Office., or by calling the sp.clal Z4"hour an.werlng ..rvlce nuaber. for for.. ord.rlng: In P.nn.ylvanla l..aOO"16Z"ZOSO, out.ld. P.nn.ylvanla and within local Harrl.burg ar.a (117) 7a7..a09~, TOOl (111) llZ-ZZSZ IHearlng I.palred Only). OIJECTJONSI Any party In Inter..t not .atl.fl.d with the appral...ant, allowanc. or dl.allowanc. of deduction., Dr a.,....ent of tax (Including dl.count Dr Int.r..t) a. .hown on thl. Notlc. au.t obJact within .Ixty (60) day. of racelpt of this NoUn bYI ....written prote.t to the PA Dapart.ent of Ravanue, Board of Appeal., D.pt. zalOZI, Harrl.burg, PA I1Iza"IOZI, OR -..I.ctlon to have the aatt.r d.t.ralned at audit of the account of tha per.onal r.pr...ntatlv., OR --app.al to the Orphan.' Court. AD"JN ISTRATJVE CORRECTIONS: Factual .rror. dl.cov.red on thl. a..e....nt .hould b. addr...ed In writing to: PA a.part.ent of R.v.nu., Bur.au of Jndlvldual Ta..., ATTN: Po.t A..e....nt R.vl.w Unit, Dept. za060l, Harrl.burg, PA 1112a"0601 Phone (117) 781"6505. See page 5 of the booklet "In.tructlon. 'or Jnherltance Tax Return for a R..ldant O.cedent" CREV..ISOl) for an e.planatlon of ad.lnl,tretlvelY correct.ble .rror.. DISCOUNT: If any tax due I. p.ld within three (1) calendar .onth. after the d.ced.nt'. d.ath, a five par cent (SX) dl.count of the tax paid I. allow.d. . PENAL TV: Th. 15X tax a~lty non"p.rtlclpatlon penalty I. co.put.d on the total of the tax and Int.re.t .......d, and not paid b.for. January 18, 1996, the flr.t day after the end of the tax .an..ty periOd. Thl. non"partlclpatlon penalty I. appeal.bl. In the .... .ann.r and In the the .... tlae p.rlod a. you would .pp.al the tax .nd Int.re.t th.t ha. baen a,.....d a. Indica tad on thl. notice, tNnREST: Int.r..t I. charg.d b.glnnlng with flr.t day of dellnqu.ncy, or nln. (9) .onth. and on. (I) day fro. the data of d..th, to the d.t. of pay.ant. Ta... which b.ca.. d.llnqu.nt b.for. January 1, 1981 b.ar Int.re.t at the rat. of .Ix C6~) percant p.r annua catculat.d at a dally rate of .00016~. All ta~.' which b.ca.. d.llnquent on and aft.r January t, 1981 will b.ar Intere.t at . rat. .nlch will vary froa calendar y.ar to cal.ndar y.ar with that rat. announc.d by the PA D.part..nt of R.v.nu.. 'h. .ppllcabl. Int.re.t r.t.. for 1981 through 1997 ar'l ~ tnterest Rate Dally Int.rall rllctor ~ tnt.rest Rllt. Dlllly Int.r..t rllctor 1981 ZO~ .000548 1981 .~ .000147 198! 16:< .OOO~18 1988"1991 Ui( .000lDI 1lJ8~ lU .000lDI 1991 .~ .0001U 1985 13X ,OOOSS6 1993"1"4 n .00019Z 1986 lOX .OOOll" 1"5"1'" .~ .000247 --Jnt.r..t It calculated .. followlI INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR -"Any Notlc. I..u.d .ft.r the tax baco... d.llnqu.nt will r.flect an Int.r.st c.lculatlon to flft.en (IS) day. beyond the data of the a""I..nt. If paye.nt I. alld. aft.r the Intere.t co.putatlon date Ihown on the Notlc., additional Inter..t au.t b. c.lculat.d. COM".Otl\."JEALTU 01 P[rH~SVlVAWA ()EPAlHMErH or I1Evnml BUREAU OF INDIVIDUAL TAXES o(rl280f,Ol IIAIH~ISUUI1G, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT . NO. AA 242579 IllV"" D ""6, RECEIVED FROM: 1- ACN ASSESSMENT CONTROL NUMBER AMOUNT KILLIAN & GEPHART ATTYS 1 () 1 'folR 90 POBOX 886 HARRISBURG. PA 17108 Fo..oHEAE - fOlDtl[Rf ESTATE INFORMATION: FilE NUMBER 21-1996-0428 NAME OF DECEDENT IlAST! DORAN JAMES R DATE OF PAVMEtH 12/19/1997 POSTMARK DATE 1211811997 COUNTY CUMBERLAND DATE OF DEATH SSN 069-1,0-7465 (FIRST) 11.'11 TOTAL AMOUNT PAID $18.90 9 REMARKSKILLlAN & GEPHART ATTYS . ~ PO a.. . RECEIVED BY J.., fll, / If.." . i "'-"V' ., .v MARY C. LE;~'rS 'I,. .Ij'Jlj REGISTER OF WILLS /1,/:<. I" '1 SEA~HECK" 43461 it ',';.', ".' ", __J - - - - - - - H_ ___ __ _-_ _.._ --_. --- --- ---- - -----------.---------------- - . J <" ,....... ....' , .. . . .! .-_1 i~ ~ __ -;. 1':- " I ~.:~~-----..~~. It ..' t .) "(_". I /' I , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU Of INDIVIOUAL TAXES tHlIlRIIAHC[ UX DIYISIDH DlPI. 1I0ltOl HARRISBURG, PA 111~e'0601 SHAUN E OTOOLE ESQ KILLIAN 8 GEPHART PO BOX 886 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '-- ~~ ""''''.1 U, III.". 01-20-98 DORAN 05-16-96 21 96-0428 CUMBERLAND 101 JAMES R A~ount Renltt.d 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 tax payn.nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiE"v:i6iij-Eif-AF'ij-iiJi-:97y--m-iiilii-iNHERiYANC'E-Tilif-s'i'A-fEH'E-N'T" oTilc-ciiiiiifnii.ii-mmnmnu mu ESTATE OF DORAN JAMES R FILE NO. 21 96-0428 ACN 101 DATE 01-20-98 THIS STATE HE NT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY Df THE PRINCIPAL TAX DUE. APPLICATION Of ALL PAYHENTS. THE CURRENT BALANCE. AND, If APPLICABLE, A PROJECTED INTEREST fIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-10-97 PRINCIPAL TAX DUE: 8,378.81 AMOUNT PAID PAYMENTS (TAX CREDITS): PAYMENT DATE 08-15-96 12-31-96 08-22-97 12-18-97 RECEIPT NUMBER AA146626 AA185030 AA211680 AA242579 DISCOUNT (+) INTEREST/PEN PAID (-) 236.84 .00 82.24- 18.90- 4,500.00 1,452.23 2.271.98 18.90 TOTAL TAX CREDIT 8.378.81 .00 BALANCE OF TAX DUE TOTAL DUE INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE fOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN tl. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I .00 PAVH(NT: D.tach the top portion a' Ihls Hotlc. and subalt with your pay..nt .ad. payabl. 10 the noli.. end addr.ss prlnt.d on the rav.rs. sid.. If RESIDENT DECEDENT ..10.. check or lon.y order paytlbl. 10: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT .11I10.. ch.ck or .on.y order payable 10: COHHONWEALTH OF PENNSYLVANIA. REfUND (CRI: A ra'und of e tak cradlt, which WtlS not r.qu.st.d on Ih. Tak R.turn_ .ay ba raqu.slad by co.platlng an RApPllcatlon for R.fund 0' P.nnSylvanla Inh.rltanc. and Estel. TakR CREV-IJIJ). 'ppllcatlonl ara avallabl. al the Office of tha R.gIst.r of Wills, any of the ZJ R,v'nul District Offlc.s or fral the Dapart..nt's Z4-hour answering s.rvlca nuab.rs 'or for.s ordering: In P.nnsylvanla 1-800-J6Z-Z0~0, outside P.nnlylvanla end within local Harrisburg afla (711J 787-8094, TOOl (717) 77Z-ZZ5Z Ut.arlng lapalfld only). REPlV TO: Qu.stlanl r.gardlng errorl conlalnad on this notice should be addr.ss.d to: PA D.part.ent of R.v.nue_ Bur.au of Individual Jaxn, ATTNI Post A..a,,"nt Revl.w Unlt_ Dept. ZlI0601, Itarrhburg, PA 11IZ8-0601_ phon. 1111) 781.6505. DISCOUNT: I' any tax due II paid within thr.e (J) calandar aonths aft.r the deced.nt's d.ath, a 'Ive p.rcent (5~1 dl.count of the tax paid I. allow.d. PENAL TV, The 15~ tax aan..ty non.partlclpatlon penalty I. co.puted on the total of tha tax and Int.r.st a...ss.d, and not paid b.fore January 18, 1996, the 'Irst day a't.r the end of the tax aan..ty p.rlod. INTEREST: Inter..t I. charg.d b.glnnlng with 'Ir.t day of dallnquancy_ or nln. (9) lanth. and ona (I) day fro. the data of d.ath_ to the date of pay..nt. Tax.. which bec... delinquent befora January 1, 198Z b..r Int.r..t at the rat. of six (6%) p.rcant per annua calculated at a dally rata of .000164. All tax.. which t.ca.e d'llnqu.nt on and aft.r January 1_ 198Z will bear Inter.st at a rata which will vlllry 'roe calandar y.ar to cal.ndar Y.lllr wllh that rat. announc.d by the PA D.parta.nt 0' R.v.nue. The appllcabl. Int.ra.t rate. 'or 198Z through 1998 ar., V.ar Int.r.st Rat. DailY Inter..t Factor Vlar Intarut Rat. Dally Inl.r..t Factor 1982 ZOX .000548 1987 9% .000Z47 1981 16~ .000418 1988'1991 llX .000JOl 1984 m .000lDI I99Z 'X .000l"1 1985 UX .000!56 199J-199" 1X .00019Z 1986 lOX .00027" 1995'1998 'X .000Z"1 ulnt.fI.t II Cllculated .. follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .'Any Notlca I.su.d a't.r the tax b.ca,.. d'llnquent will ra'lact an Inlar..t calculation to flft'.n 1151 day, b'rond the d.t. a' the a.......,..t. If paya.,..t II aade after the Inllr..t co.putatlon data shown on the Notln, addltlonal Intarnt lU.t be C8lculat~.