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Home My WebLink About96-00453 PETITION nm PlmllATE uud (;t~ANT OF I.ETTEnS 1:1'''''' "' G~",~~ L~\\ tll\\''-'.Q Nil. w l- q lo -:- .lA..S"'3 d/\fJ....~IIf;"''' 1/\ ' 10: Gec~. W!OI'\ b.\'\()'~l ~",\o{' . /)l'n'll\l'd. SII...'" .\I'I'/Irll,l' Nil. .1 "l ~:-: t.!. ~ :56 I :l. Ih'gi,ll'r 01 WillI 1\11 Ihf \\ COIIIllY 01 C.U.ll'l\.'oC~,(""'\'(.,' in l'~II11I1HHI\"l.'alth '11 Ill'l1l1\yl\'ilnia Ihe Thl' pl'liliull 1I1 the tIlHkl...i~lll'd Il"l'l',:III1I1\ ll.pll....l'lIh Ihal: YOUI pl'lilitllll~I(". \..IIt1i... illl'ISYl'a'\ol .1}.!l'ur tlldt" anlhl'l'\l'\,.'Ulfl)(.. __ _..,___~___.___J~lI1cd ill III" lall 11111 Ollhl' a!>o/'" decl'llenl, daled rf\0-'jQ.5. ~_~._~_.__, 19:t,)_ ami codicil(II daled tI. PI t\l,II,',d"\.1l11 ,-1I,'1lIllQ,III(,". l',~' 1\'lltllln,llil1ll, d,'''lh 1III:w,'llIllf. Clio',) Decendelll 'Ii" lhlllliciled al dealh in .~QlJ.XV\'oet~~o,.~ .~.. _... . __ l~lInIY, l'enl1'yl\'ania, wilh hIS... ..~ 101'1 lall~l\ '" principallelidellce 011. W ;i-}~_\,..~tO\'.\-__I').\'.\</'P _Ch~~\...\\!"_ fV\-.. J~OI3-1(ra.:3,-M\ \e.:;e..Y..._rOu:\'\.~h.\~ Ill" '111','1. II1l1llhl'l ,Ill.! IllUIl. Ip.lIl1\ I alllc~~~\~~(~I~.11~-~fi.,{e'lrl"fa~e~~~lf~.ffi~'(:.._~~__u ' 199-"'_: F\\.:\.'I'I a, 1(llhm....l"..\..t.'~CIlI did nol marry. w.h 1101 diHlrt.:cd allll did 1101 ha\'e a child born or adopted :~:~~:n~I~~~~:::~'n~l~~'~II~I~e~'If': ,~rllh"~e~ '~a~ 1~'~_~I~C_\~CliIllOr~'_k~ling and \lOll nc\'er adjudicalcd D\.'l..'clHh.'1l1 ;11 Jcalh o\\IH..'d prop\.'ny wilh t."limall.'d \'111111." a, follo\\...: (II .!IIIllI,'iled in POI.) All perlollalpropel11 $}CQ,QQQ.C() (I r 1101 domidlt:d in POI.) Pcr...onal properlY ill Pel1ll',ylvania S (II not dOll1i....ikd ill Pa.J Pcr'ol1al propcrlY in ("OUI1t~ S \'allle III real e,l:ue in l'elll1llhania., "- $~D.1Q.ao...D() liIU''.l!i.! ", 1011.111': '_.'h~~.W._.N.C't~"".....letc.t.L~v\'W~_._--- __~u..\'\\S.\LJ)l\uJ')OI '3:-/(o~3_ u___... .---.-. --'---' \\ 11I:RI:H )RE, pelilHlI\erlll relpectlull\' rcqueq(I) Ihe pro!>ale 01 Ihe 10111 will and codicil(,) pre,,'nle.! herewilh al1ll,he gralll 01 Iellerl j~\t..'('I\e.(\TC\.ty....._~.~___ , 1I\'~I,IIll~'II1.u\. oIllrnllll'UOllh1U..:.!.<I.; ""hnini\u:llitln d.l1.n.\".I.a.) 111\.'1011. ~- ., ~ ~~ ~~ ~~. C}. Cj}~ z:.. G;~ }.lo~~~ \-.e..\ot\tli\ve..u- Qc>,H\\',\e.. . \>j\-J~0I3-I<oa.3 ;~. r OATH OF PEI~SONAL nEPI~ESENTATIVE CO:\1!\IO:->;WEAI.TII 0... l'E:\:\S\'1. \' AililA CODT\' 0... .C!l~.~~~l:~t!..D I t HH The I'l.titioll\.'I(,1 alHl\c'Il;ll1ll'd '\H'al(') or affirm(') lhallhc ,WICl11l'nh in till' furegoing pClilion arc HUc .lI1d \,..01"1\....:1 hlth\.' hl"l utlhl' J..lH)\\kd~l' ami hclid or Pl'liliuIICT(\) and thai a, pcrMlIlal rcpr\.',en- Wlt\,,'l',) (lllh,,' ahUH' lkl'l:lknt p\.'lithlll\.'I(\) will \\dl alld ITllly admini\ICr Ihe \",Ialc aC\..luJing 10 law, S\\llrn h1 lH .11111111l'd .l1ld 't1h.......tih\..d~'"IlcI~.~, <M~-------- ~ hch'll. Ilh' Ihl' 5TH da\ III -;c. 71/d_t JU~~.JdJJ.;l..~ '~,l- ('11); G ,i/;f..~ ~ ~- . -. -~'-~~ -~ -.~'~~~- I yfARY C. LEWIS f Ul'~/I"" L.' it ~ C I"" '"'_tl'll I ~- \ \ \ ~- ~ -~'- ...--.. -- - , , , Nil. ~1_<}(,_41;1 _._..~._.__.-_.__. Estllt~ Ill' r,rOlH,E L EON. III L L AllIJ 01 /k /01 GEOIlGE L1:nr~ III I.LAllIJ SEN I Oil DECREE OF PRonATE AND GRANT OF LETTERS . D~ccllscd AND NOW ________,'_U~_E. .7_,.___..__ ly__96._, in ~on,idenllionllf the pelitionlln the rc\'cr~c ~idc hereof. \illhfal.'tory proof having been pn.'\L'lItcd hcfurc me, IT IS DECREEt> Ihal Ihe ;n,lrumenl(') daled__._u!:!~V._.(5.,. J.98.~ de'~ribed lherein be admitted 10 probme lInd filed of re~ord ii' Ihe liI'l will of GEORGE LEON OILLARD a/k/a GEORGE LEON DILLARO SENIOR d 1 rESfAr~ENIARY----'-' an .etters RENATA J DILLARD ilre hereby granled tn iJibll.l~ (? U"t((I"c,(l (C-\.; ,,0>>;(& (J14f. , ./ R<~i,t" III Will, ?/' (J , MARY C. LEWIS FEES Probate, Letters, EI~. .... . . . . . ShOll Cellifieate,( 3) . , . . . . . . . . r;~~g~~lion .............,.. JCP S 235.00 5----9_.00 L___ s 17 . 00 -~-OO TOTAL _ S-26:1~OO ,lUNE 7 1996 ..............'..................... "n()R~H ISur. CI. J.D. Nil.) ADDRESS Filed 1'1I0~E (')(') ~ c: ,. " 'rJ ;~.. " c.: ~ -- t VI OJ i :.: J>o :J::- ,:.,j VI ~ N Mailed letters and order to Executrix on 6-7-96. Tim 1\ \OJ \lnil) liI,II d.. ,"t", ",,11"" It,,, ,:",,, ,. ","" <I, '''I'''! 1,,,11"" "",,,,,..1 "I lit.. .,11 "t ,!..IIIt dill, I,!." wlllt 'Ill' .1\ \'1ll.1111..g""'" TI... ,,"gll..d ,,'.lIt.. .,,, ",III" t",., ".1, .1". ,i" "..'" \'" .I H,.' ."h 1'"..' I", I'" 11,.11" '" tdll'f' WARNING: It Is Il\egnlto dupllcnlo Ihls copy by photostnl or photogrnph. Fl'l' tol lhi" U'flllh,IIt'. S.l tIll ,.:i";""~ ,,',\\<.\1!' Pl.!(~" '.':/;' ",::~'f*~,. ",IJ . ~ ..... ;; . . -, . " . - I ~:-,~-,~';f'- /~ -f,p'iiEH'flj\ t.~W l};__ ~:,~~,~~,~~~ 3536547 11.11.. .J ~ _I ~ , 19~Q No. M~Olo .u,," lit. COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (Coron.r) _r . ....r s_ tu"'"....-. SQlW.1I.lHtl/RIf'ftN"'KIIl 242-28-5512 DAII()lOlA'.._O.._1 May 29, 1996 ... Hale 0("" ....._1- DUlard, Sr. Black L ....,-..ttrCoy..-J ,....""_~.l r_X ~()f(j("""ro..-._"'---""""""-".' =..,[j U".cIIl'D" ~ .- .. __0 N 1.r;....,1,..~0If.'.~..........(W'11....-~.....--' ,Edc," NC ~1._U'l_~ ..c. .......... ~'.' 'IT w,oootl!.. Carlisle Hospital lllf'''''','oG srovH ,.---..--' Cumberland Cnrlis1e "'."IT.I"'"'I.I'...,....., -........- ~M<'~.....' l'Iic:hlcd "' ~.:,.~::;.az:~,'3.~ First Sc t ...,'" . ""'" " ...~.. " 111.10.... ,..--'" 11 U.S. 1\ gUIOl..,.lIa'lOOQag()llIU.........'...~"~...l(lt."'., 1 c&'X OEUOl'", ~'U"~ IIIS1P(<,-1 ............"..,,.. ,.."'...,.. ".Slr. .. -- ~.. C\.Jnl:erlnnd -"",' 1r.0 :::::.:::., loIO'lOl"I,,-"l ~.......- ..._~- Eliznbcth IInmpton H'OIl"'a<o' '...~lOoO.tlO"'t"_~... C"~__ :.a-J"t..r' 6 Nortll LcTort Drivc; Ulr ,slc. PA 17013 ~lOlg,S O'i'-"~-:r..""-",,, lO'o. ""..l,~ ",or-_ Indianta.m liap East Hanover 'IWp. , , Nntionnl Canctc Lcb<Inon CoJnt . PA 6 North LcTort Dr i vc "Carlisle, PA 17013 '" t..IHUIo\I...lltll FD 012633 L .ICI..M.........!!I" Otl'500..UI .~_;.t.o._ ~.'I"*'O'o("\<,"UOOl""'''''''''' r... ".' ,.. ....c. "111""ltll'Oyu.",a.IUY"'IR. 01';:1"1'" -X ~O 12.15 P. . May 29,' 1996 ,"""..-. :........- 1---'" "",. c....-to9""o:--_......-~............ ....._~......~t_~"'....II11 Probable M ocardlnl Infarction tJutl'O,'l'n.r.,\J,\IIJI;l''-:1<:1'1 O\.lllOlVl.\"'C,,.',I(JV('OI.I{JIl D\.tlOlI.,..S.t,.,......(JV(I.(l(.., !tolJVII'.lfW(1Mol' Ol~t.HI;.'l'II'tA.'fl'OCCV"IO(O . ..."'.....\l1O"s.oItOI'fG, MlI..kl~"O ~trl()OoOt'C.ww 0IIC1."'" I'YIQl"'-/UA> ;)IoIl(JfI"l.llJ'" ,,",",,0.._1 ........IIIOfOl.IH _ 0...0 G o ~ ... II ~n:..~>.;1....-'...........,........-. ... )Cl. o -- ....".. ...- ................. ~)(. ~[J ...... _0 ,., w tbM...."'.,....- ...- .. ... 'N clln...lIlo..._y.., .<<"'.,._,..,llOnt""'...._r_....,._d___...I..............I.".......t_...."'r,.,.'_....n. ".......11I...................___......1._.,___".'.... o ()I.!IS>G""gu_ ...,-. o ' . Ma 30, 1996 ......I.HllolDCllIU(Jfl't~5O"I"'>OOt(lllP\IIlO'.Uw.(}f0(.h. .._rI1lJ1ellf~ Michael L. Norri9, Coroner X 405 Fairway Drive II .j c ~ .....-0.0001;.111.'...0...."00...'.................1.............- ..",...,....,"'.......<1_' ..__III..'.................en_.'...-...................._......._II....--"'I&II.. ~h~l&J " " -. ~- PA 17013 Coroner 21 - 96 - 4 ~3 00 ,..:i :n Cm ~O<!l ::' ". a- ,., n , q t... ,'. ;; - .. I U1 C (' -0 -... ~ (fi" ~t. -Ut. .:.=. .,. ., -'- N ... . --' Tn~s is an original will. Any alterations or erasures may make it void. DO NOT attempt to change it without consulting your Legal Assistance Officer or your Lawyer. " :,' Co f' , . .1 < l . ). '. " , , \ . .. .0' ~ .' " .- .. J . \. ". ~ ~ -f --' -..,..,..- .' , ~-._-~----:---...~. ~-- , ". ., , ~ ,. t ! .. " , .- . LAST WILL AND 'rES'rAMI':N'r OF GEORGE LEON DILLARD I, GEORGE LEON DILLARD, a legal resident of Cumberland County, Carlisle, PennsYlvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND 'rESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIONS A. I am a widower. I have two children, GEORGE LEON DILLARD, JR. and RENATA J. DILLARD. References in this Will to "my children" include these children and any other lawful children born to or adopted by me. Except as otherwise provided in this my LAST WILL AND TES'rAMENT, I have intentionally omitted to provide herein for any relatives or for any other person, whether claiming to be an heir ot mine or not. B. The following definitions obtain in any use of the terms in this Will: 1. "Descendants" means the immediate and remote lawfuL, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give effect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this Will as Descendants shall take oy right of representation, in accordance with the rule of per stirpes distribution and not in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shall not be differentiated from blood descendants for any purpose. 2. "Survive me" is to be construed to mean that the person referred to must survive me by thirty days. It the person referred to dies within thirty days of my death, the reference to him shall be construed as it he had failed to survive me. 3. As used in this Will, the words "Executor," "he," "nim," "his," and the like shall be taken as generic ana applicable to a natural person of either sex or a corporate person or other legal entity. Page I of 4 Pages . 6" ~~~ ~~'n't- \).e((c1,,~/1 /~ I aX -1 /9lt0? ... C. I have served in the Armed Forces of the United States. Therefore, I direct my Executor to consult the legal assistance office at the nearest military installation to ascertain if there are any benefits to which my dependents are entitled by virtue of my military affiliation at the time of my death. Regardless of my military status at the time of my death, I direct my Executor to consult with the nearest Veterans Administration and Social Security Administration office to ascertain if there are any benefits to which my dependents may be entitled. II PAYMEN'r OF DEBTS AND TAXES I direct my Executor to pay the tollowing as soon atter my death as may be practicable: 1. Allot my just debts and the expenses of my last illness, runeral and of the administration of my estate; but my Executor need not accelerate and pay those unmatured obligations which, in his opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. 2. All inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death, on any property or interest in my estate for the purpose of computing taxes. My executor shall not require any benefic- iary under this will to reimburse my estate for taxes paid on property passing under the terms of thi sWill. III RES! DUARY ES'rATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this Will, and property as to which I have an option to purchase or a reversionary interest. B. I direct my Executor to divide and distribute my Residuary Estate as follows: Page 2 of 4 Pages ~tT~'~ yilt cr,.J;1 ({ X' /j /7tt0) 1. one share to GEORGE LEON DILLARD, JR. of Carlisle, Pennsylvania or if he fails to survive me, to his descendants; 2. one share to RENATA J. DILLARD of Carlisle, Pennsylvania or it she fails to survive me, to her descendants; IV APPOINTMENT AND POWERS OF EXECUTOR I nominate and appoint my daughter, RENATA J. DILLARD of Carli Ise, Pennsylvani a as Executor of thi s my LAST WILL AND TESTAMENT. It my daughter, RENATA J. DILLARD is unable or unwilling to serve in this capacity, I appoint my son, GEORGE LEON DILLARD, JR. of Carlisle, Pennsylvania to serve instead. I request that my executor be permitted to serve without bond or surety thereon. I authorize my Executor to do any and all things which in his opinion are necessary to complete the administration and settlement of my estate, including full right, power and authority, without the order of any court and upon such terms and under such conditions as my Executor shall deem best for the proper settlement of my estate; to bargain, sell at public or pri- vate sale, convey, transfer, deed, mortgage, lease, exchange, pledge, manage and deal with any and all property belonging to my estate: to compromise, settle, adjust, release and discharge any and all obligations or claims in favor of or against my estate: ana to borrow money for the payment of inheritance and estate taxes or for any other purpose. Without in any way limiting the scope of the powers enumerated herein of my executor, I hereby specifically give to him full power to retain any and all securities or property owned by me at the time of my decease whenever, in his absolute and uncontrolled discretion, such a course shall seem to him to be best, without liability for depreciation or loss, and free from investment restrictions incident to executorship, whether imposed by common law or statute. In the execution ot his duties and powers as Executor he shall have the power to comply with all legal requirements as to the execution and delivery of deeds and all other writings, documents or formalities without the order of any court: and he shall furnish a statement of receipts and disbursements at least annually to each person then entitled to receive income or property from my estate. Page 3 of 4 Pages - . );L~;/; ');,';;f Acknowledgment COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF CUMBERLAND ) Ir GEORGE LEON DILLARD, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and aCknowledged before me, by GEORGE LEON DILLARD, the Testator, this &?-- aay of j~1d~_-(f: 1989. ~-\, ..P<iJ:. - - ~-IJd.{~___ GE E LEON DI 'LA D, Te tator (SEAL) :i7~, ______ Not~.r.l~b_ALs. I NOTARIAL SEAL . . I WANDA K. HUNTER, N.I.ry Publl. A ff J da v Itl C'M;':. Borough, Curnb"J.nd c-t, M~ Cernrn!,,'.. Eopl,.. October t, "" COMMONWEALTH OF PENNSYLVANIA) SS: ...._ _. COUNTY OF CUMBERLAND J We, lJ)"tY_I-':'~J!.1' 1/___ and zgl":JjJ.:~!-,,~.)v.JJk!!J.if ___, the witnesses whose names are signed to the attached or. foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that GEORGE LEON DILLARD, signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the the Testator tiigned the will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. (SEAL) Al.sworn ?~ af~irmed to and subscribed to before ~bJ ,- ~:.. W__b..:.1Y~ t/~t~~______~n~ .1l.€~'&-'jd_'[,-cY~D.._______, witnesses, this ~6_ day of ~~~ 1989. w~t-t-L-4~.0' _____ .d'7~ ' . :.v? ff WITNES - ^ .:?~~;;L NO'rARY ~ ~~--- ......--...-. NOTARIAL SIAL WANDA IC. HUt/Tn, Hot.ly ...". C.M'do I.ttlfth, c...H.le04 c...., t.ly eo....,..,... laplrl' 0.10'" .. I N ~~ 0;') - .... 0 .!!! oq l..J 6 (")~ 0- '.) o.:~ ;:-; ~ If' , 1 (I,., " 1i '. ~ " ~ .. ) l...: ." ~- .ll 0 '5: \0 +: E U<I> f1' ~8 ala: a: ~ gi ~ ~... w~ CJ" c.t H :I... t:l ~~ I z i 0 I ~I ~ n.i i wai iii i ~ j5w j. I I&.~ .... I} 0 ~W ~ ~ Oll: I wZi Ie) u R Ii: I&. 0 .~ . . .' . . - . r I , I , I 1 I I I , I I I 0\ I .. ' COMMONWEALTH OF PENNSYlVAtlIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 UAIlAISDURG. PA 17128-0001 '*~' :i: .. PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. A;\ 211351 BtV,1162 EX 111.061 RECEIVEO FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT WILLIAM S DANIELS ESQ 101 $1"0.50 -, I W HIGH STREET SUITE 205 CARLISLE. PA 17013 FOlD HERE - fOlDtfiRE ESTATE INFORMATION: FILE NUMBER --a.t=-1-9-9b=O'15J NAME OF DECEDENT (lAST! ~~~2 (FIRST! (MI) -Dll.bAAP-G~RG~ DATE OF PAYMENT POSTMARK DATE 0/1)0/1)0 COUNTY "'IMQt=R' 4"'D DATE OF DEAHl TOTAL AMOUNT PAID '10140.50 REMARKSWILLlAM S DANIELS ESQ SEAI!:HECKII t 704 [~L.'~.~:~-,r~.r:. ~a:r ... '.L~-; -------.-----------.- _. _ __._.+_ ___< __u_____~_:__------:l--r- . . .;:.' , . -- _.-::-n___n.._...---..Jlf_ _ Fr-. "]-:. '. 15-ICI-tJ.. ., C> "~VI500 0:.11-9'" w ... )C:!'" u"'''' w~u :cao u"'~ ~= ~ .. * INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 04 5~UM6ER 'OR DATlS 0' DIATH AnER 12/31/91 CHICK HERI If A SPOUSAL POVERTY CRlDIT IS CLA'MID 0 fill NUMBIR ... z w a w u w a COMMONWfAlTH Of PENNSYlVANIA DfPAIlTMENT Of A(VENU[ Of" 2.0601 HARRISIURG, P... 11121.0601 OECIOtNT'$ NAME IlAS . mu. AND MICDU INltlAl1 DILLARD GE SOCIAl $leURIIT NUMIU 6 North Letort Dr. Carlisle, PA 17013 Covn' e.1:la no AMOUNT I(~U IP'iSUUCTIONSI 21 COUNIY CODE . YE~~ OICfDwn (OMPUl( AOOlln 242-28-5512 G/1. 04. Gj6. Original Relurn limit,d ellol. o 2, Supplemental R.lurn 03, 05 Remainder Relurn (lor do'.. of dao'~ prior 10 12.13.82) Fed,ral Ellale Tax Relurn Required 040. o 7. Future Inl.'It' Compromi" (lor dol.. 01 daol~ oh.r 12.12.821 Decld,nt Maintained 0 living Trull (Alloc~ copr of TM') O.c,d,nt Di,d rl,lotl IAlloc~ copy 01 Will) .L a. TOlol Numb., of Safe C'POlit Bo.... ,... "'z Ww "'a "'z S~ .l,~i.'. William S. Daniels IHtrHONf NUMIU Suite 205, One West High st. / /.? .fL"C'.'. ('''L~I--'~) '" o >= :5 " t: ~ lrl .. 1. R.ol E,'o'a (Sc~.dulo A) 11 ) 2. S'oclu ond Bond. (Sc~adula BI (2 I 3. Clo..lr Hold SlockJPOrln.n~lp In'''..'ISch.dula q 13 ) 4. MorlooO.' ond Nol.. R.cti.obl. (Schadul. D) 14 ) 5. Calh, Bank Otpolill & Miscellantaul Ptnonal Proptrty ( 5 ) (Sc~.dula E) 6. Jolnllr Own.d Prop'rly (Sc~adulo F) 7. Trond", (Schadula G) (Schadul. I) 8. Tolal Gron Autll (tolallln'l I.n 9. Funlral EXptnllh Administrativt COlli, Misctllan,oul E.pan... (Sc~.dula HI 10. D.bu, M0r1gog1 lIobiliti", lI.nl (Schtdull I) 11. TOlol O.dudionl (Iotallin.. 9 & 10) 12. Nit Volu. of Ellarl (lIn. 8 mlnullln. 11) 13. Charitobll ond Govlrnm.nlal BequI11I (Schtdull J) 14. Nt! Volu. Subia" 10 Tox (lIn. 12 mln" L1na 13) 15. Spo"ol Tron,f", (lor do'.. 01 daol~ ah" 6-30.94) 5.. Inllrudionl for Ar,pllcabl, Plrcenlegl on Rlv"" (15) Sida. (Indudo volUII rom Sc~.dulo K or Sc~odulo M.I 16. Amounl of L1n. 14 lo.obla a' 6% rola (16) / !:.-' 1'- 1 "/8, ...2 /j (Indud. valu.s from Schldul, K or Schtdul. M.) 17. Amounl of L1na 14 lo.obl. 01 15% rOil Ilnduda volu.. from Sch.dul. K or Sc~.dul. M.I 18. Prlnclpol'o. duo (Add 10.lrom L1n.. 15, 16 ond 17.) 19. Credits Spousal Povlrty Credit Prior Parmlnll + / (I -'/c;(: + . 20. If L1n. 191. 0"01" '~an L1no 18, onl" I~o dlffortnct on L1no 20. T~I.b ,h. OVERPAYMENT. aD 21. If L1n. 18 I. 0"0'" I~on IIna 19, on'tr I~. dlff","c. on IIno 21. T~b l'lho TAX DUE. A. Enl" th.lnt,,", on thl balonce due on Un. 21A. B. Enl" 1~.lolal of IIn. 21 and 21A on IIno 218. Thr.b ,h. BALANCE DUE. Mok. Chack Payabl. 101 Ragl'ltr 01 Will., Aganl (21) 121A) (2181 9;< , ? '1 'I. .:' ?_ L' (, , .~- J i/, (' J (6) 171 (8) .././3 9.:/8.03 , (ll) Z? 16 5', 7? (12) IpLf, l~e. 24 . (13) ?Lf8,24 114) /b~~, (91 23. '1l1.2. c.:,S- , (10) ro- ",:,.I , / 1:; . lr )(._11 )( .06. '1 0 ') // , cJL~;'.(I. = _ . '" o >= ~ ~ II o u S (17) x .15 . (18) Oiscount 'i'.,/7. 31- Inl""1 (191 (20) /0, <) /11-.3'fl- . C cck 110ro If you aro requesting.a-refund of your overpayment.' .. /37.52_ :Z. '7 ,..:: / .1-1/) S'(~) Under p.nelti.. of ptrjury, I d.c are tall av. examln. I II return, Including accompanying "h.dul.. and Ilatlm.nl., and 10 thl bill of my knowl.dg. and b.litf, it il Iru., corrld and compl.I.. I dtclare that 011 real ..101. hal b..n reportter allru. mar..tt volu.. O.dorallon of prtpartr olher than Ihl ptrsonol nprll.nlativ. II bOlld on alllnformalJon of which preparer hOI any knowl.dg.. !IGNATUIf Of 'USON US'ONSlllf fOlllLlNG IUUIN ADDIUS CAlf $IGNJW~1 O' 'I"~"~ OTHU THAN II' [V1td. Cd.' t,/ /~ ..Jr. C...~...,tl"/C. ::Y}/7CI.3 DAlf 3/2-7/<:; '7 .-. LAST WILL AND TESTAMENT OF GEORGE LEON DILLARD Ir GEORGE LEON DILLARD, a legal resident of Cumberland County, Carlisle, pennsylvania, being of sound and disposing mind and memory, do hereby make, pUblish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore' made. I IDENTIFICATIONS AND DEFINITIONS A. I am a widower. I have two children, GEORGE LEON DILLARD, JR. and RENATA J. DILLARD. References in this Will to "my children" include these children and any other lawful children born to or adopted by me. Except as otherwise provided in this my LAST WILL AND TESTAMENT, I have intentionally omitted to provide herein for any relatives or for any other person, whether claiming to be an heir ot mine or not. B. The following definitions obtain in any use of the terms in thi s Wi 11: 1. "Descendants" means the immediate and remote lawful, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give effect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this Will as Descendants shall take by right of representation, in accordance with the rule of per stirpes distribution and not in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shall not be differentiated from blood descendants for any purpose. 2. "Survive me" is to be construed to mean that the person referred to must survive me by thirty days. It the person referred to dies within thirty days of my death, the reference to him shall be construed as if he had failed to survive me. 3. As used in this Will, the words "Executorr" "he," "nim," "his," and the like shall be taken as generic ana applicable to a natural person of either sex or a corporate person or other legal entity. . Page 1 of 4 Pages U~JL, ~ ulCf~ I <;y'V '(- d X J7 191#) c. I hove 80rveQ In &ne ArmeD ~orC08 ot tho United 'States. Therefore, I direct my Executor to consult the legal assistance office at the nearest military installation to ascertain if there are any benefits to which my dependents are entitled by virtue of my military affiliation at the time of my death. Regardless of my military status at the time of my deathr I direct my Executor to consult with the nearest Veterans Administration and social Security Administration office to ascertain if there are any benefits to which my dependents may be entitled. II PAYMENT OF DEBTS AND TAXES I direct my Executor to pay the following as soon after my death as may be practicable: 1. All of my just debts and the expenses of my last illness, funeral and of the administration of my estate; but my Executor need not accelerate and pay those unmatured obligations Which, in his opinionr it might be proper and more advantageous to retain or renew and pay as they become due and payable. 2. All inheritancer transfer, estate and similar taxes (including interest and penalties> assessed or payable by reason of my death, on any property or interest in my estate for the purpose of computing taxes. My executor shall not require any benefic- iary under this will to reimburse my estate for taxes paid on property passing under the terms of thi swill. III RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of !i~b,t,s)..a'~!i ,~~x.es.under Article II, ~ncluding real and personal prope.rty, wh.enev,er acquired by me, property as to which effective disposition is'not otherwise made in this Willr and property as to which I have an option to purchase or a reversionary interest. B. I direct my Executor to divide and distribute my Residuary Estate as follows: page 2 of 4 pages ~ ~ 1>lJh.-# aX J) ~ " ~ 1.. 1. one share to GEORGB LBO Pennsylvania or if he fails descendants; 0, "JR." 'of' car11s1ei survive me, to his 2. one share to RENATA J. DILLARD of Carlisler Pennsylvania or it she fails to survive me, to her descendants; IV APPOINTMENT AND POWERS OF EXECUTOR / I nominate and appoint my daughter, RENATA J. OILLARO of Carlilse, Pennsylvania as Executor of this my LAST WILL AND TESTAMENT. If my daughterr RENATA J. DILLARD is unable or unwilling to serve in this capacitYr I appoint my sonr GEORGE LEON DILLARD, JR. of Carlisler Pennsylvania to serve instead. I request that my executor be permitted to serve without bond or surety thereon. I authorize my Executor to do any and all things which in his opinion are necessary to complete the administration and settlement of my estate, including full right, power and authority, without the order of any court and upon such terms and under such conditions as my Executor shall deem best for the proper settlement of my estate; to bargain, sell at public or pri- vate sale, convey, transfer, deed, mortgage, lease, exchange, pledge, manage and deal with any and all property belonging to my estate; to compromise, settle, adjust, release and discharge any and all obligations or claims in favor of or against my estate; and to borrow money for the payment of inheritance and estate taxes or for any other purpose. Without in any way limiting the scope of the powers enumerated herein of my executor, I hereby specifically give to him full power to retain any and all securities or property owned by me at the time of my decease whenever, in his absolute and uncontrolled discretion, such a course shall seem to him to be best, without liability for depreciation or loss, and free from investment restrictions incident to executorship, whether imposed by common law or statute. In the execution of his duties and powers as Executor he shall have the power to comply with all legal requirements as to the execution and delivery of deeds and all other writings, documents or formalities without the order of any court; and he shall furnish a statement of receipts and disbursements at least annually to each person then entitled to receive income or property from my estate. Page 3 of 4 Pages ~~\)~ aX/7~ '. IN WITNESS WHEREOF, I have at CarlJale Barracks, ,.; I _ pennsylvaniar this l.:i:... day of Jo/l()..y J.989, set my hand and seal to this my LAST WILL AND TESTAMENT consisting of tour (4) typewritten pages. NhJ-WA:- ~~L) , GEORG EON DILLARD . Testator Signed, sealed, published and declared by the Testator, GEORGE LEON DILLARD, as and for his LAST WILL AND T~STAMENTr in the presence of uSr who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. NAME ~;t rLt: ~~'.- fJ~'Y1 Page 4 of ADDRESS ~ k.. $S-~~~/~~'}: /1)5J~n1//$I &4f~ ~/73~ 4 Pages "'.' ....,- " ,..." .. :z: o c W ::> II> II> ~ .,......:: . :.~~.,\l. ,. . o :z: UJ ~ Iii W t- .... ~" "'- 8 ~~ ..... 00 ~ . ~t: !:Si~ H .~8: c~ Ua:o 8" c wW c ~liii= 1!!. ,..-u.!;!" <So !~ ~a:"eli .e:i .ffi ::JU -,0 o >- ~ I- :z: W ~ Iii W l- V> 0: UJ l- I- UJ ..... 0: ",0 -.... .><:Z: _w ",V> 00 ~~ e::,... ........J :1:1- -J-I V1Z ............ Z::l 00 :0;0 oucC z:z: .... ...... 00 o:z: u.wUJ ><:Z:CC 0.......... wcC>o u.II>..........W wUJwoUJo:>-II> I-ClCl .....UJII>CC cCO:O:UJoa>:Z:w I-OOI-O:E:Z:u V')wwcc......:lwu.J UJCl Cl.....:EU 0. 0 '" en en .- " M It> .,. I '" en A' r-- . ',' w'--:i'/ :z: ." ..~ '.. ::> ' . r? .. ',1' - N , . '.' :,.. ..","'~.~ 'f'.::"' .. .... .. .,,";/., . , ~ r I , ...".... ..... ..-' . . :::~ t':~.:\ \;,.' . . -c-.~ ,...... ...- --" "'.. ...... ,.:' Ih IUll1 It'll ~i~ SAFE DEPOSIT BOX INVENTORY COlolMOIlWIAlllIO'rltndnUNIA rll'AIlMltU 0' ""(NUI I"'IIIIII.&."'CI '''I DlVIIIO" Dirt 110601 IIUI'UUIO. U 11lU0t4t PI.a.. Print or Typ. MUS' BE COMPlElED BY REPRESENTATIVE OF FINANCIAllNSlITUlION WHERE SAFE DEPOSII BOX 'SlOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE fiLE NUMBER 3 SOCIAL SECURIIY OR DEATH CERTIFICATE NUMBER 1 'i b.-aY}. ~,r-.fJI 'y- DECEDE T' (IAS'. llA5I. MIDDIEI DATE Of DEATH I /"11.(',1 G.u... ADDRESS OF DECEDENT ISTREETI ICIIYI h tJ L<j7bf!:T OR. Cfl.(' ',sk PA- /1 D IJ NAME AND ADDRESS Of PERSON REQUESTING THE OPENING Of THE SAfE DEPOSIT BOX (NAMI) (5IAlEl IllP caDO aUt 1 , t-v t.v....{/t.~ /.hot- Dh-...u.~ r.:. /-. JCIIYI ~ (.-~~(~- IStll:fU ADDII:USI ISTAn) 17..:>( 3 IllP COOEI ftR- / NAME, ADDRESS AND RELATIONSHIP IIF ANY) TO DECEDENT, Of PERSONtS) PRESENT AT THE BOX OPENING a. INAMfl IRELATIONSHIPI !2.CtV,""';-H J O. //c...-r./ BV8r..,Vt/LIY ISUUT ADDRnsl IClty} ISTAHI c:, IV L C1D ICI Dr Ci~vks U r "- it. (NAMEI IRElATlONSHIp) fliP CODfl ISUfET ADORESSI ICIIYI I5IAlEl fZIP CODfl c. (NAMfl IRElATlONSHIPI IStRfET ADDRESSI ICITY) (STAlE) IIIPCODEI NAME AND ADDRESS Of fiNANCIAL INSTITUTION WHERE THE SAfE DEPOSIT BOX IS LOCATED (NAM'.k::;: ...--,- ~;n an. s /r~ S' ./ ISTRHt ADDRfSSI (l 1 tf S J"> cJ t1"..-. .. tIJ.../ I NAME Of PERSON MAKING LAST ENT !7-Cr-/ 01171- ~ 0, I,. (, 'h....fJ DATE 9f.. CONTRACT TO RENT BOX NUMBER Of BOX 1)'- p-- y- b NAME AND ADDRESS OF PERSON IS) HAVING ACCESS TO BOX a. INAMfl ICilY) ?.-I'~.4g rr- ,"7 U(..) DATE AND TIME Of LAST ENTRY ;S-3 " -7 , TITLE \I!jDU. WHICH BOX IS REGISTERED Ii. 'C')1/'7Tr\- ..i 0 I '- .....,~,-~ ISTAlEl IIIPCODEI ..INAMEI (SIREff ADDRESSI IStREff ADDRESS) len'l I5IAlEl IlIP CODEI ICilY) IStAlf1 IZIPCODfl NAME AND TITLE Of EMPLOYE TAKING THE INVENTORY WAS A W(LL IN THE BOXl DYES DNO II Y'" a. Da'. a' willi b. Nam. and add,... af p.nanal ..p,...n'allv'r II nam.d In ,h. will INAMEI (StRffl ADDRUS! ICITYI ISTAlE( IIIP CODE) c. Nom. and add,... af alla,n.y, If any INAMfl ISfAUI ADDRUSI (CITYI ISTAlE) IIIP CODE I Pogo ./ 01 'I SAFE DEPOSIT BOX INVENTORY '-n.JSTRUCTIONS ----_..----.-.--- ---- ..~----_..- .-.- --.- -~--_._.. .---- -...._. - (1) Co.h. R.por"otol ollly. (21 Stock.. lilt in d.lail .vory common or proforrod cOlli/icoto, worrall' or othol righl' found in box. Slacks 010 10 b. d.lignat.d by nom. of company, corlilicalo numb.r, do'. of cOltilicolo, nomo in which .'ock il rogi.lor.d, and numb.r ol.ha... aod cia.. of .Iock. 13) Obllgatlonl of U. S. Gov..nmonll Numb.r olll.m., dol. of i..uo, fa co yoluo, nomoI in which lagi.l.rod and typo 01 ownonhip, I..., loinlly h.ld, payabl. on d.oth, .Ic. (4) BonJ.. O..ignalo by nom., omounl, ..riol numb.r, or o,h.r delignalion. (B.arol Bond.) (51 Bank and Sovlngl onJ Loan Pallbook.. 5101. nom. of d.po.ilar, numb.r of book, 10.1 dol. appoaring in book, nom. of bank ond branch, and bolanc.. (6) J.w.lry. Coin.. Stomp.. Monuacrlpll. ale: li.r and doscribe o.lully a. pauible. (7) O..dl, Mortgag.l. Curr.nt Inluranc. Pollcl.. or olher .vld.nc.. of Ind.bt.dn.... lilt and describe o. fully a. pauibl.. (8) All oth.r conlonll. 11IM ITEM DESCRIPIION NO. 1- {In<" II 'fL. 'i /C;k7 ~(..YIY10CA,H .sc1'1 ';d1.$.,j- 1j..3..J-. L ,- 1 /, ~ t.. ..... L j\" ' "..,.,-1 Stt.. u .;;L fuL,lt') I ..:.-. ,III I _ --..",-, (l" III"""? ,/, ~. . /. ,1.._ r. GIN! '3'3 " f''' .' . .., ~<a'iL ,',1'VJ.3 l\(~ Co, - ') S' P. j'y-, G 0/101.1. r... .._ I ^ ,,- ~,/ / tl.~,.h .I 1\, 11.....f' A.. 1-, L '(r C/ "J ./11 /~ . :J:. r/J ~_ ~..-r.../~ t/ -' , CERIIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF =,ECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF SAFE DEPOSIT BOX INVENTORY, 1 ~'Arullf ,Iuo ,"'"' be I ;J. ><};Jk.1J< ..,., ~~\A. tk. Pil~ll HA.M! RlH HAM' AN" .H.. K Arr'u,,".f eo. mow ffiITfTiTiI HECK A".U,MlA,,-,u" Oe..CUlor(III.) DAdminll!rolor('rilll Dettor. RlpII..nloli't'e 0 Joinl own" of ,of. d.polil boa NOTE. Atlach addltlonol 8V." X II" .h..t III If n.....ary or UII dupllcalll of thl. page of form. GEORGE L. EIlENER & ASSOCIATES REALTORS m DIA~IOQ Rosldonlial, Commorclal & Farms Appraisals. Sales. Rcnlals --... jis July 25, 1996 139 Wesl High Streel. Carlisle. PA 17013.2991 (717) 243.6195 William S. Daniels, Esquire I West High Street Carlisle, Pa. 17013 Re: Appraisal of 6 N. Letort Drive Dear William: At your request, George Ebener and Charles Wenger in- spected the property at 6 N. Letort Drive on July 10, 1996. This appraisal report is to establish a Market Value for tax purposes as of May 29, 1996, the date of death of George L. Dillard. Please find enclosed the appraisal report which describes certain data gathered during the investigation of the property. A study of pertinent factors. of the property leads the appraisers to the conclusion that the Market Value, as of May 29, ~996 is best estimated to be: One Hundred Twelve Thousand Five Hundred Dollars ( $112,500.00) The estimate of value expressed in the report is contingent upon the limiting conditions attached to this report. It has been a pleasure to assist you. If we may be of fur- ther service to you in the future, please let us know. 11',\I.MU:\lIt~\I.111 UI'I'I'::\,'WI.I'.I'I,I 1:\)lt:HI...I'1'I: 1.1\ IU:/I'II:\ HK\lIIt:,' r IlU 'WI':' I SCIIWIJU: E CASII,IIANI\ Ilf:I'OSITS ANIl MISnU.ANWIIS "':USONAI. PUOPf:IIT\' f:STAn: Of' GI~ll'Jlr I. Illllurd, SI'lIll1r ......: NIIl\lJJf:U 21")6.114~J (All pmpert}'joi'UI}-ollncd lIilh Rillhl ofSn"i\()r~hip IIIn~1 hc di~c1o~cd on Schcdnle F.) In:M NlJMllf;U Ilf:SCIlII'TIONS VAUlt: AT IlAn: Of' Of:ATII I. 2. .1. Miseell:llleon~ langihle personal properl}' (appr.li~cd I'alnc. !oCC "'Iachcd), Mcllon 1l:lIIk, SI A # J ~II. J I ~4~1I F:lllner's TmMllank. CIA 1f~1I.12(,6 Accrued InlereMlo Dale of I>c"'h MClllhcrs First. Inl'esllllcnl SIA If ~U6711~1~ Accrued Irllercsllo Dale of I>c:uh I~H7 PlYlllonlh Sedan. Tille No. A.1HHH26(.2 Wppr:,iscd \':IInc. see all:lched) Acadcllly Life. Insnmnce Rcfnnd Plu}boy E'lIerpriscs. Inc.. Rcfund Tml'ellcrs Insnmncc COIIIP:III}'. I f:lJ.ard Insnmnce. Rcflllld Propert}' T:lx. prom lions IIponlmnsfer in kind. IIcfllnd IRS. FedemJ incolllc tax. lIefllnd $ .1.~(,4.1I11 $ 2.7117.77 $4~.%1I.2H $ 42.~.1 $.16. ~U7.6H $ 117.27 $ I.WII.IIII $ HII.UII $ H.7.1 $ 2.17.1111 $ 44HJ6 $ 1.21111.1111 4. 5. 6. 7. M. ~. ICI. TOTAL (Also enler online~. IIcc:'pilulalion) (~r/llOrl' .vmc(' ;,\-II(.'('t!l.'ll, ill.\('rlmldlliollal.\IIC.'(",\'I!/".W1J1W ,\;:(.'.) $92.H74.112 .. - -or , --._-~;-~.:.JI ~ - . ,_~, ;'"' \ ..., (' 8paI,r's Antiques - Auctions .Altctioneerin!l &: i\pprnhtttls 44 N. irllCorll &t. alnrllslr. Ifn. 17013 ill'rlrpl'dur: i'l1-a43-5n 1D II July, 1996 William S Daniels, Attorney One West High Street Carlisle PA 17013 Dear Mr. Daniels: The following is my appraisal of the George L. Dillard Estate at 6 Letort Drive, Carlisle P A 17013. KitcheQ I. GE Regrigerator with freezer on top 2. Toastmaster oven 3, Montgomery Ward microwave 4. Toastmaster toaster 5. Misc. can goods, dishes, pots, pans, etc. $ 150.00 12.00 15.00 5.00 25.00 Dinin!! Room 1. Fonnica top table with four chairs 2. Plaid upholstered chair 3. Brown upholstered chair 4. Gray upholstered chair 5. Samsung color television and stand 6. Mahogany stand 7. Floor light 8. Misc. china, silver plate in china cupboard and wall plaques 35.00 5.00 5.00 7.00 35.00 5.00 5.00 55.00 Living Room I. RCA /loor model color television 2. Regular and Double VCR 3. Brown recliner 4. Upholstered sofa, loveseat and chair 5. Matching coffee table and two lamp stands 6. Matching pair of table lights 7. Book rack 8. Smith-Corona electric typewriter 9. Magazine rack 85.00 125.00 12.00 75.00 50.00 25.00 5.00 15.00 10.00 .;..- .dc..' -2- 10. Humidifier II. Panasonie eumeordcr und ellmera 12. Two SlImsllng VCR und uudiovox 13. HlInnu video tupes 14. Misc. pictures, eumeru, books, etc. $ 7.00 35.00 70.00 15.00 25.00 Buthroom I. Dehumidifier und buth items 25.00 Hullway I. Modem stack oak bokease and books 2. Two drawer metallile cabinet 3. Open bookcase and books 4. Singer electric sewing machine 5. Misc. items 40.00 18.00 30.00 20.00 3.00 Hall Closet I. 3 M copy muchine and clothing 20.00 South East Bedroom I. Four-pc. bedroom suite 2. Kniuing machine 3. Telephone and answering machine 4. Pair of oak stands 5. Misc. clothing and liggage 125.00 15.00 10.00 20.00 10.00 North East Bedroom I. Single bed 2. Wooden high chest of drawers and dresser 3. Vacuum cleaner 4. Small color television, VCR and cabinet 5. Small color television in closet and clothing 6, Two drawer lamp stand 7. Misc. clothing, table, light. pictures, etc. 35.00 125.00 20.00 65.00 45.00 15.00 30.00 Master Bedroom I. Bcd with box spring and matress 2. High chest of drawers, dresser and nightstand 3. Two television stands 85.00 125.00 15.00 I a; ~ iE~i ~\ ~!~! b, c:: .., .>c ... " ~ " \1 1112o . " III Q b, .., " c:: III ~ . ......., ol( l'l :- " ... ..... :I!J !II ., .., .... ~2~ ~ ...,.... 0\ '" ~ .., ~ c::.>c'" c:: '''i L.t Q.I 0 ~:l!JI.>~ ~H~ ., .<:'tl :.,'" ~ .., ~ ) ~ ~ ~ ~ .... lU CO"" 01 .>c 0 ... c:: . "'~\:l" .... :I!J<<~ <>:<>:::1 :.,...... \:l ~ c:: , ~ , , . ~l:l l<o ., I . . . ~I.>I.> . . . . l:lil<oO!ll "~\:l~ .... ... . ~ o~a ... ~~:p: '" ::!ClCl Q) ~"''''\:l . .... Q " . .., l'l ., I~ ~ ~ ~ ... .., .., ~ " "'...., . ... c:: ... c:: ., ........ ''''4 """ . ....:-.... ., .... ru.... . "'''''') ... ... ~ .., ~ Il I.>C::I.>::I ... .<: ~ ~.~ Q) .., ~ ~ ... ~ .., 0 ... ~~ Q "...... ... ....., c:: ... c,.,...., Q) , I , ClO .... . U~U:k ... ., . . . . ] c,.,....... .., ... III ~ ... ~ .., ... Cl ~ lC .., b,0 b, ... . c:: c:: lQ III c:: I o.l t-..t .... tJ1.... .>c..,c::.>c ~ .c: 0........ tJ e' .., ~ III :- ~ .., .<: 8. .. .<: 0 :kl.> .,1.> ~ ~ b,... Cl .>c III c::" 0 III .., c:: ~ .8 ~ Q .>c 0.... c:: '" ... .,.. Ill'" ~ ~ ... III III III .<: ~ ..::s j ... .. 1.>... I ... lQ ... ., I ~ , , . I , Q lQ 01 . . . . ... ~ ....I.>Cl.,1.> ~ Q ~a:.;a:oi Q ITCVM lIutoparll J Chrysler/Plymouth' Jeep/Eagle · Volkswagen 1119 HARRISBURG PIKE, CARLISLE. PA 17013 · (717) 243-3525 · 18001354-4967 To: The estate of George L. Dillard Sr. earlislcr PA 17013 As of May 29, 1996, at the t:i1re of Mr. Dillard's death, it is our opinion that the 1987 Plynouth Reliant sedan, SN - 1P3BP36K6HF115256 has an actual cash value of $1,600.00. Sincerely, 4rtLL George Herander August 9, 1996 ..@,.. Jeep. \'1 J CHIMLER IR liB (~I~lM()SWY.\I:ru (n' l't:SSS\'I.\'.\SI.\ 1:'<iIlF.R....ASn. ...AX Rt:ITIlS RY.\lIlt::'<o-" IIF.('F.llt::'<o-" SCIIEDlILE F ,JOINTLY-OWNED I'ROPEIHY ESTATE OF Geol1\C 1.. Dillard. Senior FILE NUMBER 21.96.11453 Joinllenanl(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Renala Dillard (. North Lelort Dri\c Carlislc. PA 17llIJ Daoghler B. C. ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF NO. FOR MADE OF ASSET "/oINT. DECEDENT'S INTEREST JOINT JOINT TENANT I. A 3116188 Saviogs Accounl # Sll6 7ll.00 $16.887.14 112 $8.443.62 2. A 3116188 Checking Account # Sll(,70-ll $ 18ll.78 112 $ 90.39 TOTAL (Also enlcr on line 6. Recapitulation) $8.534.01 JoinUy-owned propcrt).: (lfmore .\lmcc is neec/ccl, ",sert addlltonal.\"lf!el.~ of.'iame s;:e,J ll"I~I():-;ln~II."'1I (W 1'f.S:-;S\'I.I'.ISI.1 ISlIt:IlII'.I:-;n ....IS IlKITIlS Ilt~'IIII'::-;"'IlEnmt::-;1 SCIIWlIl.E II FUNERAl. EXI'ENSES. ADMINISTRATIVE COSTS AND 1\1ISCEI.I.ANEOIIS .:XI'ENSES .:STATE OF GeorJ:c L Dlllnrd, Scnlor FlU: NUMUER 21.%-04~J ITEM NUMUER DESCRIPTIONS VAUlE AT DATE OF DEATII A. Funcral E1(lcnses: U. Admlnistralil'c Costs: I. Personal Represcnlalive Commissions Social Security' Number of Personal Represclllivc: 2115-50-6104 S 9.417.00 Y car Commissions Paid: 1997 2. Attorney Fees: William S. Daniels. Esquirc SIO.167.00 J. Family Exemptions Claimant: Renala J. Dillard Relalionship: Daughter S J.5111l.00 Address orClaimanl at decedent"s dealh StlCl:t Address: 6 North Lelort Dril'c City: Carlisle Slate: PA Zip: 17013 4. Probate Fees: Registcr of Wills S 252.00 C. Misecllaneous Elpenses I. Short Ccrtmcales ()!C~lOO) S 9.00 2. Cumberland Law Journal. LettcrsTeslamental)' S (,1I.01l J. Thc SentinellPalriol. Lcttcrs Testamentary S R2.05 ". Spahr's Antiques. Appraisal Fcc S 95.00 5. George Ebner & Associalcs. Appraisal Fee S I 75.01l 6. Registcr or Wills. Filiug h1l'enlOl)' and Inheritancc Tax Return S 25.1l1l 7. Rescrvc ror Closing Estalc S 21l0.00 TOTAL (Also el1ler on line I). Recapitulation) (Ifmo". .\}mc.... i....IIt.(.,h.d. ill.\('rl mlditlOllal .\lwet.Ii 1~r.'WIIL' .\'i:f.!.) SB.9R2.U5 l'~IMlI:"\W.\I;m!lf 1'f.:":"S\'I.\'.\:"I,\ ISIIf.RIr.\:"l'f.l.\X RUI'R:" Rf.SIIlf.:" I'IIt:l 'f.IIt::"l SCIIEI)lIU: ,I n.:N.:I'IClAIUES ESTATE OF GCOl'Jle L. Dillard. Senlur FlU: NUMDt:R 21.l)(,-414~J ITEM NUMBER NAME AND ADDRt:SS OF IIt:NHIClARY REI.ATIONSIIII' AMOUNT OR SIIARE m' ESTATE A. Taxablc Bcqucsts: I. Gcorgc L. Dillard. Junior 110 I Claimlont Road Carlislc. PA I7UI3 SOli 1/2 2. Rcnata J. Dillard (, North Lctort Dri\'c Carlislc. PA 17UI3 Daughtcr 1/2 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitablc and Go\'crnmcnlal Bequcsts: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also cntcr on Iinc 13. Rccapitulalion1 (Ifmare .'pace I.' aeeded. ;II.1'erl addilimllll.,heel.l' afsame .,I:e.) lUlU /5- It ," /"..!J" CDMMONWEALTH OF PENNSVLVANIA DEPARTMENT DF REVENUE r~~ L> BUREAU OF INDIVIDUAL TAXES INtlERITANCE lAX DIVISION DEPt. i!lI06Dl t1AARISlIURC, PA 11Ii!1I'D6tll NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX _.,.1,"1111"111,"1 WILLIAM S DANIELS ESa STE ~"5 1 W HIGH ST CARLISLE PA 17013 DATE ESTATE DF DATE OF DEATH FILE NUMBER COUNTY ACN 09-22-97 DILLARD 05-29-96 21 96-0453 CUMBERLAND 101 GEORGE L A.,ount Re.,lthd MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FDR YOUR RECORDS ~ iiili:iii4"i"EiCAFP-ni3:97Y-iieiricE--cij:-YNHEiiiTANc'E"TAX-APpiiA'isEHEiir-,--ALi.-ciiiANcE-OR'----------------- DISALLOWANCE OF D~DUCTIONS AND ASSESSMENT OF TAX ESTATE DF DILLARD GEDRGE L FILE NO. 21 96-0453 ACN 101 DATE 09-22-97 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schadul. A J 11) 2. stocks and Bonds (Schedul. 0) (2) 3. Closely H.ld Stock/Partnarship Interest (Sch.dul. C) (3) 4. Hortgag.s/Notes Raceivable (Schedule DI (4) S. Cash/Bank D.posits/Hlsc. Personal Property (Schedul. E) IS) 6. Jointly Own.d Property (Sch.dul. F) 1&) 7. Transfers ISchedule G) (7) 8. Total Ass.ts I CHANGED NOTE: To in sur. proper cr.dit to your account, lub.,it the uppar portion of thls for., with your taM payn.nt. 112,500.00 .00 .00 .00 92,874.02 8.534.01 .00 181 213,908.03 23.982.05 5,177.74 Ill) 112) 113) 114) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral EMP.ns.I/Ad.,. Costs/Hisc. Expens.s ISch.dul. HI (9) 10. Dabts/Hortgag. Liabiliti.s/Li.ns (Sch.dule 1) 110) 11. Total D.ductions 12. N.t Value of TaM Return 13. Charltabl./Govarnn.ntal B.quasts ISchadul. J) 14. H.t Value of Estat. Subjact to Tax ,q . 1 E;q 7q 184.748.24 .00 184,748.24 If an assessment was issued previouslY, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Lina 14 at Spousal rat. 115) 1&. Anount of Line 14 taxabl. at Lineal/Clals A rat. (16) 17. Anount of Lin. 14 taxabl. at Collat.ral/Clall 8 rat. (17) 18. Princlpal TaM Du. TAX CREDITS: PAYMENT DATE 08-29-96 05-27-97 NOTE: .00 X .00= 184,748.24 X .06= .00 X .15= 118) .00 11.084.89 .00 11 .084.89 RECEIPT NUMBER AA146671 AA211351 DISCOUNT 1+1 INTEREST/PEN PAID 1-) 547.37 2.98- AMOUNT PAID 10.400.00 140.50 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 11 .084.89 .00 .Ol .01 . IF PAID AFTER DATE INDICATED. SEE REUERSE FDR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 'I. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSlRUCTIONS.1 '.... " . RESERVATIONI E.tate. of dec.d.nt. dying an or b.fore Dec..ber 12, 1982 .. If any future Int.r..t In the ..tata I. tran.f.rr.d In pOI....lon or anJoy..nt to Cia.. e (collat.rall beneflclarle. of the d.cedent .ft.r the e.plratlon of any .state for life or for yur., the Co..onwe.lth hereby 8xpre.;.ly r.ur".. the right to appralte and ...... transf.r Inh.dtanea Taus .t the lawful Cia.. B (collateral) rata on any .uch future Intere.t. PURPOSE OF NOTICEz fo fulfill the r.qulr..ent. of S.ctlon 21~0 of the Inheritance and E.tat. ,.. Act, Act 21 of 1995. (72 P.S. Section 91"0). PAY"ENT I D.tach the top portion of thl. Notlc. and .ub.lt with your p.y.ent to the Ragl.tar of Will. printed on the r.var.a .Ida. u"ake check or 80ney order p.yable to: REGISTER OF HILLS, AGENT REFUND 1 CR) I A refund of a t.. credit, which w.. not requa.ted an the Ta. Return, ..y be requa.ted by co.pl.tlng an ~Appllc.tlon for Refund of Pannsylvanl. Inherltanca and E.tate T..~ IREV-1313). Appllc.tlon. are avallabla at tha Office of the Regl.ter of will., any of the 23 Ravenu. District offlc... or by calling the special 2~-hour answering .arvlce nuaber. for for.. ord.rlng: In Pennsylvania 1-800-362-2050, out.lde Pannsylvanla and wllhln local Harrltburg area (117) 787-11094, 'DO' 17171 n2-22S2 ole.rlng I.palrad Only). OBJECTIONS I Any party In Intere.t not .atl.fl.d with the appralse..nt, allowance or dl.allowanc. of deduction., or a..e....nt of ta. (Including discount or Inter..t) .. ,hown on thl. Notice aust obJ.ct within .I.ty 1601 day. of r.c.lpt of thl. NoUn bYI -'wrltten prote.t to tha PA Oepart.ent of Revenue, Board of Appe.I.. Capt. 2111021. HarriSburg, PA -'elactlon to h.va the .att.r d.t.r.ln.d at audit of tha account of the p.r.onal representative, "appeal to the Orphan.' Court. 171ZII-IOZl, OR OR AD"IN ISfRATlYE CORRECTIONSI Factual error. dl.cover.d on this .....s..nt should be .ddre...d In writing to: PA n.part..nt of Rev.nu., Buraau of Individual T.xe., ITTNI Po.t A.......nt R.vl.w Unit, O.pt. 2110601. Harrisburg, PA 171211-0601 Phona (717) 787-6505. Sae pag. 5 of the bookl.t ~In.tructlon. for Inherltanc. f.. R.turn for a Re.ld.nt D.c.d.nt- (REV-150l) for an explan.tlon of ad.lnl.tr.tlv.ly correctable .rror.. DISCOUNTI If any ta. due I. paid within thr.e (3) cal.ndar .onth. after tha deced.nt.. death. . flv. perc.nt 15~1 dl.count of the ta. paid I. alloN.d. . .' . PENALTV: Th. 15% ta. aana.ty non.partlclpatlon pen.lty I. co~ted on the tot.1 of the tax .nd Inter..t ...e...d, and not paid berora January 18, 1996, the flr.t day oft.r the .nd or the ta. a.n.sty periOd. 'hi. non-participation p.n.lty I. .ppe.labl. In the .... .aoner and In the the .e.. tl.e p.rlod a. you would app.al the ta. and Int.re.t that has b.en .u....d .. Indicated on thlt notice. INTEREST I Intere.t I. charged b.glnnlng with flr.t day of dellnquencv, or nine (9) .onths and one III dey fro. the date of death, to the d.ta or p.y.ent. Ta~.. which beca.. d.llnquent bafore January I, 19112 bear Intere.t .t tha rat. of .1. 16~) parc.nt p.r annu. calculat.d .t . dally rat. of .00016~. All ta~.. Nhlch b.ca.. d.llnquent on and aft.r January I, 19112 will bear Intere.t .t a rata which will vary fro. c.l.ndar y.ar to calandar y.ar with that rate announc.d by the PA Oepart..nt of R.v.nue. The .ppllcable Int.ra.t rates for 198Z through 1997 ar.: '!!!! Int.r..t R.ta Dally Int.r..t rActor !!!! Int.ra.t Rat. Dally Int.r..t ractar 1911Z 20X .0005~1I 19117 'X .000247 19113 lOX .0004311 19118.1991 11~ .000301 19114 IlX .000301 1992 .X .000247 19115 I3X .000356 1993-199~ 7X .000192 1986 lOX .000274 1995-1997 .X .000247 --Inter.st I. c.lculated a. foUow" INTEREST = BALANCE OF TAX UNPAID X NunBER OF OAYS DELINQUENT X OAILY INTEREST FACTOR --Any Natlc. I.suad .ft.r the ta~ b.co... dellnqu.nt will r.flect an Intere.t calculation to flft..n (15) day. beyond the data of tha a....s.ent. If p.y..nt I. .ad. aft.r the Inter..t co.putatlon data shown on the Notlc., .ddltlonal Int.rest .u.t be calculat.d. and disbllrtH~nH,~llt.z AS Sl:-t forth in th(> Pt~nnr:i'lvania Inh~ritance Tax Return, acceplcod by thco D",partm~'nt of R,?venu<:, as filed, attached hereto and marked as Exhibit "1\"; and in tht> Informal First and Final 7;ccount summarization attacht>d hereto and mar'ked as Exhibit "B;" WHEREAS, it is the desire of the parties to this Agreement that final distribution of this 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; WHEREAS, the parties to this 7;greement each acknowledge to having received a Schedule of Distribution included within Exhibit "B," attached hereto; and WHEREAS, each of the parties to this Agreement does acknowledge having received from the Executrix the distributive gi fts set forth in said Exhibit "B." NOW THEREFORE WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein, the parties do agree as follows: 1. Each party does hereby acknowledge receipt of the gifts described as distributions shown in said Exhibit "B" hereto. 2. Each party does hereby waive the filing of a ~ormal First and Final Account and Schedule of Distribution. 3. Each party to this Agreement does hereby release " ~ ,--_.- ,-'~--"-'--- ---- --,- --.----. - .----.--- .---.-------..- ..---.--.-.- GEORGE L. DILLARD, JR. COMMONWEALTH OF PENNSYLVANIA: 55. COUNTY OF CUMBERLAND 61'/1 / On this / -day of A/,'r' ,199B, before me, the undersigned officer, personallY appeared RENATA J. DILLARD, who declared the foregoing Estate Settlement Agreement to be her true act and deed, and desired that the same might be recorded as such. IN WITNESS WHEREOF, day and year first above I have hereunto set my hand and seal the written. ~ ?;e((~A' ~~ Notary Public NOTARIAL SEAL . WILLIAM S. DANIELS. NollIY Public Corllsl. 1lorO, Cumbe~and County M commission Ex Ires Qcl.19. 2000 COMMONWEALTH OF PENNSYLVANIA: 55. COUNTY OF On this the day of ' 199B. before me, the undersigned officer, personally appeared GEORGE L. DILLARD, JR., known to me or satisfactorilY proven to be the person whose name is subscribed to the within instrument. and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF. I have hereunto set my hand and seal the day and year first above written. Notary Public , ~ . COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SS. On this day of , 1998, before me, the undersigned officer, personally appeared RENATA J. DILLARD, who declared the foregoing Estate Settlement Agreement to be her true act and deed, and desired that the same might be recorded as such. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. Notary Public COMMONWEALTH OF PENNSYLVANIA: I. SS. COUNTY OF <UCWf Vi If), On this the 1,,0"day of /7;;l,l4L , 1998, before me, the undersigned officer, personally appeared GEORGE L. DILLARD, JR., known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have here day and year first above written. the NOTARIAL SEAL STEPHEN J. BOLANO, Notary Public S....:Jra Twp., Oauphln County My Commission Expires Jan. 12,2002 4 \ - .- I{) ;i ,-, {i) <" C . 0 N .- '.. ~~ :,., , .:-;) ..: () p' ,0< 'J Cl: .j c.~ ('1 "> ~ , " ~~ Z...!... o o UI( H OZ ~~ ~~. Or.:l UI1l '. . . ~ , o ~ ~ ~ ~ ~ H H o 0 o 'Z . ~I(~ I( r.:l ~ li! Z 0 ~ ~ Z o r.:l ~ ~ E-< >< r.:l III III " , o P: I( .~ ~ H C Z ~@ r.:ll( r.:l P:E-< ClI1l I(H r.:l E-<U Zr.:l r.:lP: ::E: r.:l ' ~>< E-<r.. E-<H r.:lZ 1Il::E: r.:lr.:l r.:lOIll E-<ZI( I(Hr.:l E-< ~ 1Il0r.:l r.:lE-<P: III ll: M <l ::> . III a ~ 0 III _ .. iil ~ ~ B ; ~Z ~~~~ B < III Iii = ;. EAlzil2~ o~ <1-1'::. ~ll: A~m~ je! 1fI.~~1l< ". < w W .;: ;;: ~ ~ ~ .... :S 0 = oJ" < oJ Q M ~ . ~ r.:lO Clr.:l P:1Il 01( r.:lr.:l ClU r.:l r..o o , r.:l' E-<P: I(IIl E-< III r.:l . , c ~ v' STATUS REPO/lT UNDER /lULE 6.12 Name of Decedent: --Geor.g<> r. "1]] "rrl, 51.'. Date of Death:--lJ.29/96 Will No. Admin. No. 1996-0453 Pursuant to /lule 6.12 of the Supreme Court Orphans' Court Rules, I repol't the followi.ng with respect to completion of the administration of the alJOve-captioned estate: I. State whether administrati.on of the estate is complete: Yes x No 2. Tf t1H~ an!1w(,r' i!1 No, !1tilte when the personal representative L'\!<l,;onabl y b,}li(~v,~" t.hat the administration will be complete:.__"_ _.__.__.__u____... J. If the anSW0r to No. 1 i.~ Yes, state the following: a. Di.d the personal representative file a final account with the Court? Yes No x b. The separat.e (Jr.-philns' Cuurt No. (if <Iny) for the personal representative's account is: c. Did till! personal representative state an ar.collnt inform<llly to the parties in inten~st? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this r rt. I Family Settlement Agreement dated 4/10/98 and filed 4/. ;Orphans Court receipt No. 1009316 attached.~~ <~ ~, , Date: 4/23/98 W<"<~ "- Signature 0 o~ N ..... ~i! :;.: n. ~ '. ," :> 0: i..) " ~ ~ "-.,.-. 0 i,,;) u "' ~ cua: a: ....; William S. Daniels, Esquire Name (Please type or print) '::'_r" .~ i'i: One-~~T.. Carlisle, PA 17013 Address ) .'::'1 C~ ~5 UU (717) '41-1831 Tel. No. Capacity: Personal Representative (MAH: rmf! AM3 ) x Counsel for personal representative