HomeMy WebLinkAbout96-00462
No ? 1 - 'Hi - ~fi?
.
Estate of
Edl Ih ~1. Ell ioU:
, Deceased
DECREE OF PRODA TE AND GRANT OF LETIERS
AND NOW JUNE 12 '19.J.L. in consideration of the petition on
the reverse side hereof, salis factory proof having been presented before me.
IT IS DECREED that the instrument(s) dated September 25, 1995
described Iherein be admitted 10 probate and filed of record as the last will of
Edith M, Elliott
and Letters Testamentary
are hereby gran led to Jennifer L, Elliott
FEES
P b L E $ 865.00
co ale, etters, tc..........
Short Certificates( 3~ . , . . . , . . .. $ 90,00
Renunciation ................ $ 5 ,00
X-Pages $ (4,00
JCP TOTAL _ $ qRtBB
Filed ",.,... .~~~~, ,1,Z 1. ) .9.~~. , .... , .. . ,
Richard R, Lefever (#7208)
A170RNEY (Sup, Cl, (,D. No,)
McNees, Wallace & Nurick
ADDRESS
100 Pine Street, P.O. Box 1166
Hilrri<;hllrQ. Pi\ 17108-1166
PHONE
(717) 232-8000
C')C')
t:('T
3'
\d
C'\
JJ
~q
. '.
L
c::
........:
-
N
l;
c :."
.,~, ~
"""
r..
\.:J
i::i
\I:l'!,;:.
'-'
Called attorney on 6-1(-96,
21 - 96 - '16?
00 ~ :0
C:(F :Om
3::: " Cl
(', co
'- .:.
~ ..
'- ~ ..
N
(: -
. '
'. ~, :.o:.'l.-
'-,J \0 i.,,- 9-
-Qt.. e
)>;.::. 0
LAST WILL AND TESTAMENT
0...
EJ>lTII 1\1. ELLlOTr
I, EDITH M. ELLIOTT, of Camp Hill, Pcnnsylvania, do makc, puhlish and
dcclarc this instrumcnt to hc my Last Will and Tcstamcnt. hcrchy rcvoking all wills and
codicils prcviously madc hy mc.
ARTICLE ONE: Pnvment elf Dehts, Expenses nnd Taxes,
(a) Dchts, I dircct my Pcrsonal Rcprcscntativcs, as soon as practicahlc aftcr
my dcath, to pay my cnforccahlc dcbts in accordancc with their tcrms; providcd,
howcvcr, that my Pcrsonal Rcprcscntativcs shall not hc rcquircd tel pay prior to maturity
any dcbt sccurcd by a mortgagc, dccd of trust, plcdgc, or similar cncumbrancc on
propcrty in which I havc an intcrcst at my dcath, and such propcrty shall pass subjcct to
such mortgagc, dccd of trust, plcdgc, elr similar cncumhrancc.
(b) Expcnscs, I dircct my Pcrsonal Rcprcscntativcs to pay (i) thc cxpcnscs of
my last iIlncss, (ii) thc cxpcnscs of my funcral and burial, including a suitablc markcr or
monumcnt, in such amount as my Pcrsonal Rcprcscntativcs may dccm propcr, without
rcgard to any statutory limits and without thc ncccssity of any court ordcr, and (iii) thc
cxpcnscs of thc administration of my cstatc,
(c) Taxcs. I dircct my Pcrsonal Rcprcscntativcs to pay all cstatc, inhcritancc
and transfcr taxcs payahlc by rcason of my dcath with rcspcct to propcrty includcd in my
gross cstatc for dcath tax purposcs, whcthcr or not such propcrty shall pass undcr this
Will, All of thc forcgoing taxcs shall hc paid as a gcncral cxpcnsc of thc administration
of my cstatc, without apportionmcnt.
ARTICLE TWO: Specific Requests elf Tnnl!ihle Perselnnl
Prnpertv.
(a) Distrihution to Childrcn, I givc and hcqucath all of my tangihlc pcrsonal
propcrty, including, but not Iimitcd to, houschold effccts (such as furniturc, furnishings,
silvcr and objccts of art), clothing, jcwt:lry, hooks, camcras, sporting cquipmcnt,
automobilcs, and all othcr articlcs of pcrsonal or houschold usc or ornamcnt, togcthcr
with any insurancc thcrcon, to my Childrcn (as dcfincd in Articlc Eight hcrcol) who
sUlvivc mc in such sharcs of suhstantially cqual valuc as my Pcrsonal Rcprcscntativcs
shall dctcrminc, I rcqucst that my Pcrsonal Rcprcscntativcs consult with my Childrcn as
to the distrihution of my tangihlc pcrsonal propcrty and ahidc hy thcir cxprcsscd wishcs;
providcd, howcvcr, that in thc cvcnt of disagrccmcnt hctwccn or among my Childrcn as
to thc distribution of my tangiblc pcrsonal propcrty, thc dccisions of my Pcrsonal
Rcprcscntativcs shall bc conclusivc and binding, If thcrc arc itcms of my tangihlc
pt:rsonal propt:rly that nOlw of my Childrt:n dt:sirt: to havt:, my I't:rsonal Ikprt:st:nlalivt:s
shall st:ll all itt:ms of valut: and add tlw proct:t:ds to my Rt:siduary ESlatt:.
(h) Contilll!t:nt Distrihution as Part of Rt:siduarv Estatt:, If nont: my Childrt:n
survivt: nw, all of illY tangihlt: pt:rsonal propt:rty shall ht:t:lllllt: part of my Rt:siduary
Estatt: and shall ht: distrihutt:d in act:llrdanct: with Articlt: Fivt: Iwrt:of.
(c) Dt:lt:rminations. All dt:tt:rminations hy illY Pt:rsonal Rt:prt:st:nlativt:s as to
tht: propt:rty to whkh this Articlt: Two is applicahlt: and as to tht: disposition tht:rt:of
shall he conclusivt: and hinding upon all pt:rsons having or claiming any intt:rt:st in such
propt:rty or in illY t:state.
(d) Distrihution Expenst:s. Any packing, shipping, or otht:r charges (including
transit insuranct:) in connt:ction with tlw distrihution of my langihlt: pt:rsonal property
shall bt: paid hy my Personal Represt:nlativt:s as a gt:neral t:xpt:nse of tht: administration
of my estate, with no right of reimhurst:lllt:nt from any distrihuwe of such property.
ARTICLE THREE: Othcr Specific Bcqucsts,
(a) Specific Bequests to Individuals. I givt: and bequeath to the following
individuals if each is then living at the time of my dt:ath:
(i) Tt:n Thousand Dollars ($10,000,00) to ELLlOTI S, TURLEY,
(ii) Ten Thousand Dollars ($10,000.00) to GEOFFREY M. TURLEY.
(Hi) Ten Thousand Dollars ($\lI,OOO.OO) to ZACHARY M. TURLEY,
(h) Distrihutions to Minors. Notwithstanding tht: foregoing, any specific
bequest under this Article Thret: that is distributable to an individual who is under the
age of twenty-five (25) at thc date of my dt:ath shall bc suhject to thc provisions of
Article Six hercof.
ARTICLE FOUR: .Jnint Prnpcrtv.
I ht:rt:hy confirm my intt:ntion that all propt:rty, real or pcrsonal, langiblc or
intangible, whkh is rcgistcrt:d or ht:ld at thc timc of my death jointly (othcr than as
tcnants-in-common) with any of my Childrcn shall pass by right of survivorship or by
opt:ration of law and outsidt: of thc terms and provisions of this Will to such other joint
owncr if hc or shc survivt:s mt:, In tht: cvcnt that my intt:ntion may he ddt:att:d by any
rule of law with respt:ct to any such jointly ht:ld propt:rty, I givt:, dt:vist: and bt:qut:ath
such jointly hcld propt:rty to such otht:r joint ownt:r if hc or she survivt:s mt:.
ARTICLE FIVE: Rcsiduarv Estatc.
My Rcsiduary Estatt: shall includt: thc rt:st and rt:siduc of thc propt:rty, both n:al
and pt:rsonal, of whatt:vcr naturc and wht:rever situated, belonging to me at my death or
receivable by my estate and remaining after the satisfaction of the foregoing provisions of
this Will,
-2.
(a) Dislrihulionto Childrcn/lssuc. My cntirc Rcsiduary ESllltc shall bc
distributcd, outright and frcc of trust, in cqual sharcs to my Childrcn who sUlvivc mc and
to thc issuc, pcr stirpcs, of cach of my Childrcn who docs not survivc mc lcaving issuc
who survivc mc, This Scction (a) shall bc suhjcct 10 thc provisions of Articlc Six hcrcuf,
(b) Contingcnt Distrihution to Hcirs, If nonc of my Childrcn or any issuc of
my Childrcn survivc mc, my cntirc Rcsiduary Estatc shall hc distributcd, outright and
frcc of trust, to my hcirs.
ARTICLE SIX: Trust fur Grandchildren,
(a) Tcrms of Trust.
(i) In Gcncral, If, pursuant to thc provisions of this Will (but cxcluding
any portions of this Will rclating to distribution to my hcirs as such), any propcrty is at
any time distributable to any grandchild of mine who is undcr thc agc of twenty.five (25)
years, I direct that such property shall instead bc distributcd to my Trustees hereinafter
named, IN TRUST, My Trustces shall establish a separatc trust for each such
Grandchild (hcreinafter referred to as the "Beneficiary").
(ii) Distrihutions in General. My Trustces shall hold, manage and invest
and reinvcst the assets of each trust, collecting therefrom, and deduct all charges and
expenses properly attributable thereto. My Trustees may, at any time and from time to
time, pay to or apply for thc benefit of the Beneficiary so much (evcn to the extent of
the whole) of the income and principle of the trust as my Trustees, in my Trustecs'
absolute discretion, shall deem advisable in the best interests of the Bencficiary,
(iii) Distrihution of Principle, When the Bcncficiary attains the age of
twenty-five (25) years, or sooner dics, the trust shall terminatc, Upon such termination,
my Trustees shall distribute the then remaining principle and undistributed income of the
trust outright and free of trust (1) to thc Beneficiary, if the Beneficiary is then living; or
(2) if then deceased, in equal shares to the thcn living issue of the Beneficiary, if any, m;r
stirpes; or (3) if none, in equal shares to thc Beneficiaries' siblings and the issue, per
stirpes of any deceascd sibling; or (4) if nonc, to my heirs,
(c) Payment to Existing Trust or Creation of New Trust, Whcncver any trust
is crcated under this Article Six for the benefit of a Beneficiary for whom my Trustees
are then holding propcrty in a similar trust, then the property may instead be added to
the existing trust for the bcnefit of such Bencficiary, or my Trustccs may create a new
trust for the benefit of such Bencficiary, as my Trustecs shall dccm advisablc,
(d) Joint Administration of Trust, My Trustccs may hold jointly for
convenience of investment and administration property constituting principlc of onc or
more trusts created undcr this Articlc Six, and my Trustccs may makc joint investments
in which the separate trusts have undividcd intcrcsts.
.3.
(c) Discrction to Tcrminatc. Notwithstanding thc forcgoing provisions of this
Articlc Six, if my Trustccs dctcrminc that it is uncconomical, impractical or unadvisablc
III continuc any trust crcated for a Bcncficiary who is a grandchild of minc, thcn my
Trustccs may tcrminatc such trust and distributc thc thcn rcmaining principlc and
undistributcd incomc of thc trust to thc Bcncficiary. In no cvcnt shall any trust crcatcd
hcrcundcr tcrminatc latcr than twcnty-onc (21) ycars aftcr thc last III survive of thc
group constituting of my grandchildren, and thc issuc of any grandchild living at thc timc
of my dcath,
ARTICLE SEVEN: Distrihutinn tn l\1innrs,
In thc cvcnt any portion of my cstatc othcr than any Spccific Bcqucst madc undcr
Articlc Thrcc hcrcof is distributablc to a minor child, my Pcrsonal Rcprcscntativcs may
distributc such propcrty cithcr (a) dircctly to or for thc bcncfit of such child, or (b) for
thc child's bcncfit in eithcr of thc followings ways: (i) to thc child's natural or court
appointcd guardian (who shall not bc rcquircd to post any bond with rcspcct to any
distribution hcrcundcr), or (ii) to a custodian for thc child undcr any applicablc Uniform
Gifts to Minors Act or Uniform Transfcrs to Minors Act. Any distribution in accordance
with this Article Scvcn shall fully dischargc my Pcrsonal Rcprcscntatives with rcspect to
such distribution,
ARTICLE EIGHT: Delinitinns.
(a) Survivorship, If any pcrson is cntitled to any bcncfit under this Will as a
survivor of mc, and if such bcncficiary docs not survivc me by ninety (911) days, it shall bc
conclusively prcsumcd for thc purposcs of this Will that such bcncliciary predeceascd
mc,
(b) Childrcn: Issuc. For all purposcs of this Will, (i) the tcrm "my Children"
shall mean my Childrcn, GEOFFREY B, ELLIOTT, JENNIFER L. ELLIOTT and S,
JAMES ELLIOTT, IV; (ii) the term "issue" is defincd to mcan a Iincal descendant or
Iincal dcscendants in the first, sccond or any other dcgree, whether by blood or hy
adoption (and whcthcr born or adoptcd beforc or aftcr thc cxccution of this Will), of any
of my Childrcn,
(c) Infant in Gcstation, For all purposcs of this Will, an infant in gestation
who is latcr born alivc shall bc dccmcd to havc bccn in bcing during such pcriod of
gestation for the purposc of qualifying such infant, aftcr birth, as a bcncficiary of my
estate,
(d) Hcirs. Any rcfcrcncc in this Will III my "hcirs" mcans thosc pcrsons, othcr
than crcditors, who would takc my pcrsonal propcrty undcr thc laws of thc jurisdiction of
my domicilc at thc timc of cxccution of this Will as if I had dicd at thc timc of thc
distribution, unmarricd, intcstatc and domicilcd in such jurisdiction, and distribution to
such pcrsons shall bc madc in thc manncr and proportions spccificd under said laws in
thc forcgoing circumstanccs,
.4.
ARTICLE NINE: I'crsllnnl Rcurcscntnth'cs nnd Trustccs,
(a) Multiplc Fiduciarics: Succcssors Includcd, All refcrcnccs in this Will to my
"Pcrsonal Rcprcscntativc" or to my "Trustcc" in thc sinllular shall hc dccmcd to includc
all co-pcrsonal rcprcscntativcs and/or co-trustccs at any timc scrvinll hcrcundcr, All
rillhts, powcrs, privi1cllcs and discrctiuns hcrein llrantcd to my Pcrsonal Rcprcscntativcs
and Trustccs shall hc dccmcd III hc grantcd not only to thc Pcrsonal Rcprcscntativcs
and Trustccs hcrcin first nanlt:d, hut also to any suhstitutc or succcssor Pcrsonal
Rcprcscntativcs and/or Trustccs at any timc scrvinll hcrcundcr.
(h) Pcrsonal Rcnrcscntativc Aprointcd. I appoint my Daullhtcr, JENNIFER
L. ELLIOTT, and my Son, GEOFFREY B, ELLIOTT, tu hc thc Pcrsunal
Rcprcscntativcs of my cstatc, If at any timc my Daullhtcr, Jcnnifcr, or my Sun,
Gcoffrcy, fail to bccomc or ccasc to scrvc as thc Pcrsunal Rcprcscntativcs hcrcundcr
duc to rcnunciation, rcsillnation, disahility (as dctcrmincd in writinll hy his/hcr pcrsonal
physician), or dcath, thc othcr may scrvc alonc, with thc powcr in thc last to scrvc to
dcsillmltc in writinll anothcr as his/hcr suhstitutc or succcssor Pcrsonal Rcprcscntativc,
(c) Trustccs Apnointcd.
(i) I appoint my Son, GEOFFREY B. ELLIOTT, and my Son-in-Law,
FRANK C. TURLEY, to scrvc as my Trustccs undcr Articlc Six of this Will. If at any
timc my Son, Gcoffrcy, or my Son-in-Law, Frank, fail to bccomc or ccasc to scrvc as my
Trustccs undcr Artldc Six, thc othcr may scrvc alonc, with thc powcr in him to dcsillnatc
in writinll anotht:r as his substitutc or succcssor Trustcc,
(ii) In thc cvcnt that at any timc and for any rcason thcrc is no pcrson
duly appointcd 'lcrcin or dcsillnatcd hcrcundcr as thc Trustcc of any trust crcatcd
hcrcundcr, thcr. thc currcnt bcncficiary of such trust, includinll thc 1cllal lluardian of any
minor or othcr,visc ICllally incompctcnt bcncficiary, may dcsillnatc in writing a substitutc
or succcssor trustcc (othcr than thc bcncficiary himsclf or hcrscll) hy dclivcring such
writing to thc dcsignatcd substitutc or succcssor Trustcc and acccptancc thcrcof.
(d) Bond Waivcd. I dircctthat no hond or othcr sccurity shall hc rcquircd of
my Pcrsonal Rcprcscntativcs or Trustccs for thc faithful pcrformancc of their rcspcctivc
dutics in any jurisdiction, In thc cvcnt hond or othcr sccurity is rcquircd by law, I dircct
that such bond or othcr sccurity hc thc minimum amount pcrmissiblc.
(c) Finality, Evcry clcctiun, dctcrmination, or othcr cxcrcisc by my Pcrsonal
Rcprcscntativcs or by my Trustccs of any rillht, powcr, privilcgc, ur discrction llrantcd to
my Pcrsonal Rcprcscntativcs or my Trustccs in this Will or hy law shall hc cunclusivc
and hinding upon all pcrsuns alTcctcdthcrchy,
(I) Third Partv Rcliancc. Nu pcrson dcaling with my Pcrsunal Rcprcscntativcs
or with my Trustccs shall hc rcquircd to scc tu thc application of any propcrty paid or
dclivcrcd to my Pcrsonal Rcprcscntativcs or to my Trustccs or tu inquirc into thc
-5-
cxpcdicncc or propricty of any transaction or thc authorily of my Pcrsonal
Rcprcscntativcs or my Trustccs to cntcr into or consummatc thc samc upon such tcrms
as my Pcrsonal Rcprcscntativcs or my Trustccs may dccm advisahlc.
(g) Limitation of Liahilitv, Exccpt for willful default or gross ncgligcncc, my
Pcrsonal Rcprcscntativcs nor my Trustccs shall not hc liahlc for any act, omission, loss,
damagc or expensc arising from the pcrformancc of thcir dutics undcr this Will, including
the act, omission, loss, damage, or expcnsc causcd hy any agcnt appointcd or rctaincd hy
my Personal Rcprcscntatives or hy my Trustccs.
(h) Compcnsation, My cstatc may pay to my Pcrsonal Rcprcscntativcs, or my
Trustces, as the casc may hc, fair and rcasonahlc compcnsation for scrviccs pcrformcd
for my cstatc, [I' any corporatc trustec is scrving as a Trustcc, thc compcnsation payahlt:
to such Trustec shall he in accordancc with its puhlishcd fcc schcdulc as in effcct from
timc to time.
(i) Trust Accountinl!s. Upon the rcquest of the currcnt Bcncficiary, or the
legal guardian(s) of any minor or othcrwise legally incompctent Bcneficiary of any trust
created hereunder, my Trustee shall rcnder accountings to such Bcncficiary, not more
often than quarterly, which shall include a statemcnt of the receipts and disbursements of
the trust and a statement of the assets of the trust. My Trustee shall not be required to
file a trust accountings with any court or Commissioncr of Accounts in any jurisdiction,
U) Successor Liahility, No succcssor Personal Rcprescntative or Trustee
under this Will shall be liablc for any act or omission of any predccessor nor shall any
such successor bc ohligatedto inquire into thc validity or propriety of any such act or
omission. Any such successor Personal Rcprescntative or Trustce shall bc entitlt:dto
acccpt as conclusive any accounting and statement of assets furnishcdto such successor
by any predecessor (or by thc pcrsonal rcprcscntative of such predecessor).
ARTICLE NINE: Pnwers nf Persnnnl Renresentnlive nnd Trustees,
[n addition to, and not in limitation of, the rights, powers, privileges and
discretions vested in Personal Rcprcsentatives by law, [ give to my Pcrsonal
Representatives, in the administration of my estate, and to my Trustees of any trust
crcated hcreundcr, thc fullcst right, powcr and authority (to he excrciscd without
application to any court, at such time or timcs, and upon such terms and conditions as
my Pcrsonal Representativcs and Trustccs shall decm advisable) to do any and all acts
and to cxccute any and all written documcnts with rcspect to any property, rcal or
pcrsonal, hcld by my cstate that [ could do if living. Without limiting the gcnerality of
the foregoing, such rights, powers and authoritics shall includc complcte powcr:
(i) to retain any propcrty, whethcr or not incomc-producing, included in
my cstate;
(ii) to invcst and rcinvcst without rcstriction to invcstmcnts that arc
customary for estatc funds and without rcgardto diversification of asscts;
-(j.
(iii) to scll, convcy, mortgagc, alllllcasc any and all propcrty, rcal or
pcrsonal;
(iv) to makc divisions, distrihutions, and advanccs, at any timc and from
timc to timc during thc administration of my cstatc, of all or any part of thc nct incomc
or principal of my cstatc, in cash or in kind, or partly in cach, and to distrihutc diffcrcnt
asscts or disproportionatc intcrcsts in asscts without adjustmcnt for any disproportionatc
allocation of unrcalizcd gain for fcdcral incomc tax purposcs; and
(v) to dividc any trust crcatcd hcrcundcr into scparatc trusts with
diffcrcnt inclusion ratios and/or with diffcrcnt transfcrors for gcncration-skipping transfcr
tax purposcs;
(vi) to Icnd moncy to any hcncficiary of any trust crcatcd hcrcundcr with
or without sccurity and with or without intcrcst;
(vii) to appoint such ancillary pcrsonal rcprcscntativcs and trustccs as
may bc rcquircd for thc propcr administration and distribution of my propcrty in any
other jurisdiction, and to rcmovc such ancillary pcrsonal rcprcscntativcs with or without
causc. Each ancillary pcrsonal rcprcscntativc and/or trustcc appointcd hcrcundcr shall
havc all of thc forcgoing powcrs with rcspcctto thc propcrty that ncccssitatcd such
appointmcnt.
ARTICLE TEN: Misccllnneuus.
(a) Pronouns: Plurals. Thc usc of any gcndcr hcrcin shall bc deemed to be or
include each other gender and thc use uf thc singular herein shall be deemed to bc or
include the plural and vice vcrsa, as the contcxt may requirc,
(b) Captions, The captions contained hercin havc becn includcd for
convenicnce only and do not dcfinc or limit thc scope or contcnt of this Will or any
provision hereof,
ARTICLE ELEVEN: Cudidls.
All refercnccs to this Will in thc Articlcs hercof shall be dccmed to mcan this
instrumcnt as modificd by any and all valid codicils hcrcto.
IN WITNESS WHEREOF, I havc subscribcd and do puhlish and dcclarc this
instrumcnt as my Last W~estamcnt in thc prcscncc of thc witncsscs attcsting thc
samc at my rcqucst, this day of ~'/,~/Y'4~-<:' , 1995.
tJA~U J1;. {-j2~<g-
Edith M. Elliott
-7-
This instrumcnt, consisting of ninc (9) typcwrittcn pagcs, was at thc datc thcrcof
subscribcd, puhlishcd nnd dcclarcd by EDITH M. ELLlOTI, thc said Tcstatrix, as hcr
Last Will and Tcstamcnt, in thc prcscncc of us and cach of us, who, at hcr rcqucst, in
hcr prcscncc and in thc prcscncc of cach othcr, all prcscnt togcthcr at thc samc timc,
havc hcrcunto subscribcd our namcs as witncsscs (thc final clausc of thc Will having
bccn rcad ~o us by .l!1~ aforcsaid Tcstatrix immcdiatcly aftcr shc had signcd thc
Will), this day of y;rtJfF!"n&,4'A! , 1995.
WITNESS
ADDRESS
j2'b"/ ~''''~
(ltrJiW/(jilfrJ/LfNL
~Zr3() Ai. j /tY J.
/t"i/<<.~t<.vty. R. 17/'/0
/
~v Sfl2a mocldJ/ltt',
)-;/JllfJlfliJ. jJlJ, I7(JJ8
./
~"oMJ~MJ\~
~YDok\lit\JJ C 1-1
M~ l ~ d It\ i c s b lJW 9JA \1055'
.R-
~WSyZ t/A,v/~
C" /7/.6'''''''~A/f.'I1
)
) ss:
)
Bcforc mc, thc undcrsigncd authority, on this 0~ay of -s;.flr~~.e. , .J
1995, pcrsonally IIPpcllfcd EDIT" 1\1. ELLlOrr, J. t..V;(I""4no /)c'oV ':'::-1["''1(/.7 ,
lAnlY L Yo'((..r.(O%l'-:q,o IInd ~'\f.", M, OINV\bf,'f .
known to mc to be thc Tcstatrix and the witnesses, r spcctively, whose nllmes are signed
to the foregoing instrument, respcctivcly, thesc pcrsons bcing hy me first duly sworn,
EDITH M, ELLlOIT, the Testatrix, dcclaredto mc and to the witnesses in my presence
that sllid instrument is her L1St Will and Tcstament and that she had willingly signed thc
slime, and executcd it in thc prescncc of said witncsses as hcr free and voluntllry lIct for
the purposes therein expressed; and that said witncsses statcd hcfore me that the
foregoing Will WllS executcd and acknowlcdged hy thc Testatrix as her LlIst Will and
Testllment in the presence of said witnesscs who, in her presencc lInd HI her request, and
in the presence of ellch other. did suhscribc their names thereto as attesting witnesses on
the day of the date of said Will, and that thc Testatrix, at the time of the execution of
said Will, was over the age of eighteen (Ill) years and of sound IInd disposing mind and
memory,
SUbscribed, sworn, andllcknowlcdgcd hcfore me hy EDITH M, ELLIOT, the
Tc~tlltrix, and suhscrihcd lInd Sworn "cforc me hy
J .(u"""o'}rW /1C/t'C7i(fiu1,J, thTl/{/ ( (1ui/~I3(OtIJCJ lInd
:3:tt~'^". MI, 0,""1,"1 ,W;,"~~',1hl<~ d"yof :",.~".' I99S,
~~
Notllry Puhlic
My commission expircs:
NOTARiAl SEAL
MICHAEL fl. CAAANC/, Notary Public
Cnmp Hili Boro. CumlJcrlanrt Cuunly
My Cormnlsslon expires Juoo 15,1998
-9.
,
,...d,.
Recorded Ollie3 01
RBGi!'ler of Wills
;'"
',,~;~~'il
.::ij
:<-:_~:\~:.
t,.'
,',,',..
,
<;, "
'.',-".
.>
'96
JUN 12 A9 :00
'-,.,"
~-,!' .
,.....
Clelk,i.~:( ":!I'S Gourl
CUmberlund Co" PA
~ '. '
,
, ~,\. -'
.,'
','
, .~.J~:
; j ~
,~~~Z~1.~~,~':t~.,~,~ ri -,
'f:~~;i f~:~;~<:~~:,"",
...;.;.t,_,......,a .;_.
t~r:~;'> .
~~r;{;. .
!/~~:f ~ i::..~~: '~.:-
,~','" !-'it' ;'..~,\;; ,
;i~_:i ~~1:;' ~ ~~,',~t:; <~'~, '
."
'. c.~-::..~r':~'!1:?~~~j~J,~~
~ "~' :::;"r".Ol,,};.,yn':?t
~ ~-:;. ,~;.1.\. ; l\; "'l^'~t~
,! ~(. .~, "~f":.(l'~"
Ill. '. ":,';'o'O'",'.H i
(J' iIl't,. 0 1"""':'\1"
Pl,l.,'I1 .. '8";o:g:~fj~3t
~. :fI~Id' ~''''''~~~;'~j
,~. '=IIl' ~'~:; c;r~l;{t,-:-1:
~ ~fJ. Q';lllt~~~~tr.;
,en' (I), ~:..j,...fr-~~~e.';.,
! u 1ll.1:l:.lIli~!~;:::~.~ti'
'. . ~-'~;:';;'~;o'a~1~"tttri.
W _', , ,<"~,,,.
" . ' CO''''-'' tiS ....-..r;"...., ~''!:.
~ '., -~/<~;~'ra~J~if;j{~i4
. III , ,r.,III<,).~.<...,i'.I
. ' - == . ".. ~ ~:/:~ ';~-l.;:~-l~'~~~'
'~ '~J'-" ~;" h?J~~~~'
:_,:.}.:);~,{~~ ~}~i1::~-
'" "_;:,. '?.h-_?,:I',.{l-
::\..'. :;t.,.~_:~:.~.;:~
, "
. ".,'
.,
.:,.
"
~<.
"
" '
;.,
"1
"
'.'
"
,.
~, \;
, . ~.~ :' ;
" <-
'j,.
-~ "
--,"
'.,
,
t:"
t
~ .'
.-.',
, .
"fl.'.
;.
~
WILKES, ARTIS, HEDRICK Be LANE
ATTORNEY8 AT LAW
,
21 - 96 - 467
RENUNCiATION
deeeosed.
In Re Ellale of Ed i th M. t~ll iol' t
To the Real,ter ofWlUs of Climber land
County. Pennsylvania,
The underslaned r.pnffrey IL Ellintt. Son" co_Executor named in of
l\rticla 9(bl
the above decedent, herebY renounee(s) lhe rlaht to administer the estDle and respeelfully ask(s) that Lelters
",pqt"Ampnt-iIIry
be Issued to
Jennifer L. Elliott
WITNESS L n~1 hand Ihis /LW day of
/:;iW"r>o:r>< ; d~~~J
/,/~ "'I- "YII..IU6IQIl ExpirO$ July 31. 1996
June
,19~,
s2J ~ r~ SV l
,,.. /
L/ (Slanalure)
/' / I,
,/
Geoffrey B. Elliott
BOX 16
Galesville, MD 20765
(Add.m)
.-
(Slano,ure)
tAddreJl)
(Slanl'U")
Vd 100 ...
111- -
"
.. "'lun::>
"I::>
tMdms)
00: 6'J Zl rmr 96.
$;" \ '::I
I'; ""8
.,. -. .- .... .~ .~ .
..
"
,...&- ..
..,.... ~.
McNEES. WALLACE Be NURICK
100 PINE STREET
P. o. .OX ....
HARRlsaURa. PA 1710S
.:c
-._-, .-.....,,-.,.. ,<~--",' :'.~' ......~....-.- --;~,~----..".....~..,......_._....._.~..,.,
,
.;'
.i
,;
.,j.
I
'f', '.
".,j
.
"
t
I
~ ,f
~ i
}
. ,<
,
t.
..
. ,
.,1,
'-',
'1,1
.
~
. "
'"
,.~
"
,.
,
I
'"
,
. .
.
"
..
--
-----.:-~A. ~ --.... -,-:..
'-'- i
\
"
~.
\
, ,
~
~
~
~"
-,
';''f,
:.:
U
a:
:J
Z
'"
III
... W
~ U
... <(
o j
~ <(
.J::
.
, ,
Ul
W
W
Z
U
~
CD
o
.. "
... iD
... iD .;
a: _ ~
.. 11.
III l(
,;
... 0 a:
z CD ~
a: 0 :
o ll. a:
o a:
~
J:
'J
v.
'"
S
'E
'" .....
o ""
U t'l
':J r'l
:::_ ~ I
C g r")
~:::s ::::rc
,_ 0 r.n .....
~U':J-
:...."":J'Il....
t- C =' "0
00$20..
...."':"'"- ':J
':J ~ 1::
~.LJ ::I ,;a
';iJ E,~ ....
~ :::s '-' ~
o:u-u
\.
.~ -.. .... ... ..-
.'
.
'3
.
\
"
,
,
t ~
.,:-. ,
t
~
(' r
, '\ i
.
" J
., l )
,..
>> .
f1. . .
I . '. ,
- !
,
.
. : "
.--;.
...
I
",
~ .
.
- ~_._<..---...~.. JT~ __ '" . I'
--._- . .
"
-...-....,...
en
,.J
_1
...
:;:
r..
O"J
en
OG::;,
"JO
f-I~ "
enl-< 00
'"'OG ..,
r~::J M
"JO ,
rr: tJ o&J C""')
OG_
~~:.3~
~ z 0'.....
::;'::;'en
00
'-' '-' '<J <::
en."
QQ::;,
~3g::J
OGOG":en
ttJ~::Jto-f
~~8iit
t.JU-4~
"
U
0:
::l UI
2 0
I- ~
.., w W
VI W W .
w W It :~
u U l-
i;: l/l x
.. ( w 0 0
o ... Z III II:
... "
~~ it 6 "
0 OJ
0 a: ~
II:
In (
W J:
cJ"' W
\I) 2
U
\'0 ~
..
--~
---
,
,~
."
'"
(of
I')
1":'
I
,-.:.
.~
'"
I',
..
4.
t
\
"
~
';"
." .;J
,
.,
I
(\ , ;.
~,
,
l
"
I!. ,.,
" ' 'oJ
" ",,~, · )0
'Q
'1
. "."" ~
. '. \
. . .f .;,
- .. ,~' j'- !
\",i, .
.
"
...
.
. ~ .-
'.
'"
,.,
j
'l
~. ,
, , ....
~. "
\, -. " '~.
.
01
"
.
,
f
-----1.
. -.--'
-'
." .... .
lfY.IWUI....q
1.46647 COMMONWEALTH OF PENNSYLVANIA
DlPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
D NO. AA
RECEIVED FROM:
i
ACN
ASSESSMENT I'l'
CONTROL ~
NUMBER
AMOUNT
LEFEVER RICHARD R ESO
POBOX 1166
101
..'1},~oo.oo
HARRISBURG, PA
17108-1166
ESTATE INFORMATION:
r:I FILE NUMBER
(i 21-1996-0462
I!:I NAME OF DECEDENT ILAST]
~ ELLlOTT EDITH M
~ DATE OF PAYMENT
Iii 0 / 2/96
1:1 POSTMARK DATE
COUNTY
SSN 187-20-6535
(FIRST) IMII
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
"97.500.00
DO
JENNIFER L ELLIOTT
C/O RICHARD LEFEVER ESO
CHECK II 20
REGISTER OF WILLS
, '
I 1/; .'
'I' , ,(
RECEIVED BY i .. ,i"" I . ,
/ 51QNATUlIE
'J J
MARY C. LEWIS
REGISTER OF WILLS
.'
SEAL
. :,1
,( .,1: I
r}' ',F ;:/
-
,-- --- _. .-. ---- .-..~ -.. -. _.-. --.-
~-- -- -- -- ---- -- .....- -
,
':
(
,
. .
-- .
-...,..,--
Fi'qy ..,:.
- . i
,
-"-. --
.--..---....~.
'.
\.)
In Re:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: NO. 1996-00462
ESTATE OF
EDITH M. ELLIOTI, deceased
DISCLAIMER OF INTEREST IN ESTATE
BY THIS INSTRUMENT, executed on September JtL, 1996, S. JAMES ELLIOTT,
IV. now of 2732 NW Thurman Street, Portland, Oregon (the "Disclaimant"), hereby renounces
all of his interest, either directly or indirectly, iuthe Estate of Edith M, Elliott. deceased, except
for (i) his entitlement to tangible personal property of the Estate, and (ii) One Hundred Thousand
Dollars ($100,000.00) of his entitlement to the residue of the Estate. Jennifer L. Elliott, the
Executrix of the Estate, joins in this Disclaimer for the purpose of acknowledging this
Disclaimer and her receipt of a signed copy of this Disclaimer,
Backflrollnd
1. Edith M. Elliott (the "Decedent") died on May 22, 1996, residing at 7 Country
Club Place, Camp Hill, Cumberland County. Pennsylvania,
2, The Decedent's Will, dated September 25, 1995 (the "Will"). was admitted to
probate on June 12, 1996 with the Register of Wills of Cumberland County. Pennsylvania, who
issued Letters Testamentary in the Estate to Jennifer L, Elliott under No, 1996-00462,
3. The Will, in Article Two(a) distributes the tangible personal property as follows:
"Distribution to Children, I give and bequeath all of my tangible
personal property ... to my Children who survive me in such
shares of substantially equal value ..."
The Will, furthermore, in Article Five (a), distributes the residue of the Estate as
follows:
"Distribution to Children/Issue. My entire Residuary Estate shall
be distributed, outright and free of trust, in equal shares to my
children who survive me and to the issue of each of my children
who does not survive me leaving issue who survives me,"
4, The Decedent was survived by three children, namely Geoffrey B. Elliott, Jennifer
L. Elliott, and S. James Elliott, IV, the Disclaimant herein. The Disclaimant therefore is
entitled to a one-third share of the tangible personal property and a one-third interest, either
directly or indirectly, in the residue of the Estate.
\
,
.
McNEES, WALLACE & NURICK
ATTORNEYS AT LAW
onua: 0 nAQLCY
ALAN n. BOYNtON. ....
cmc L. onoa8MAN
Ronon M. ctc:Rn"
lOUS A.OI:JCMt
OAVO 0. DlBt€y
MlCttACL A. OOC1ROW
tUZADCtH A. OOUOt.:nTY
HAnVCY nft:W[retnG
.JAMeD L. mTI.
RQOCRT 0. WoAD
W. .LFFRY "AMOUNCAU
MCt,,,n 0. .JARMAN
DONAlD 0. K"urMAN
BTO't<<N Jt t(tRN
DAVO M KLtppH(iI:"
OCRNARD /It.. LAOU!>>([o' ..n
orLAND M. L"NII
()IMJ [.LO~
rnANMlN A ...tn. .n
,tOOt"T A. ....LO
BTtl"tt:.N A. MOonl:
..lOt" D. OYltn
OAnY A. ",Tft"
DANA nnvtN9 OCAOUtO
,1tC1t"'lO w. nttytNnoN
DlAt<<: M tOKAn5KT
CAnt:ntNt L w"utno
OAVO M. WAno. .J1
nlcvtN .1 wtlHG"'UCH
tLM. 0. WEnT
HORMAN l Wt.1C
LAwnENCt A. wt:lXn
WU'AM M. "l"OlJ'<<l .,It
III eIM_,',ll
~c"lIWIII (,t(l',WtJltl
IHAlle",III1A"", IH
Nl(lIANlIN III.....IN
',M..III A ",(.11H1 C~I f1(."It'.I. IH
100 PINE STnE:[T
POBOX \l66
HARRISBURG, PA 17100-\160
lutPHOPoi[ 17171 232.8000 r"....17171237.S300
IZOO G STRE[T NW
SUITt 000
WASHINGTON. D,C. zooo'!>>
TU[PHONt 12021 434 .8991 FAlI.12021434.8707
http://WWW_nlwn.com
\\'rlttr', Uintl Ilial:
(71712J7,~1IO
1:.~1ilil: l..:..hcllll:tlin1\\n CHill
February I K. 1997
VIA CERTIFIED MAIL
Rcgistcr of Wills
Cumbcrland County Courthousc
I Courthousc Squarc
Carlislc, PA 170\3-3387
Rc: EDITH M. ELLIOTT ESTATE
No, 1996-00462
Datc of Death: May 22. 1996
Ladics and Gcntlcmcn:
une NAil';"
.. NNI-." l. IIA"'''
1tK:""'").J ,..-L
,A,,,,y UUXUAl-.4
".rnn:,. r. CIlAf4"AGN(':
JAMr.a I" ()f.ANGllO
JAKD P. ()OlJOtIJ""
tc.AHl.rr.N A ULNa'
unlltA 1".rot.lrLAn
1t:1.r.NL.oc.......L
Ilout'" .J GOOUTO
neon A. GOUlD
ItAhOOl,"lll "ollntON. .,It.
nnlAN r, JAUDON
Ul""'" [. t<AMOlC
MOiA-f.L n. t([Ll[Y
PEnn r. t<ncU::
Encloscd for liIing in thc above-refcrcnccd Estate arc thc following:
JA"D W. ,,"UII
tUUlOC IAJIO"'noH MA""
r. nn,...:N5OHM"TlIIr.n
.JON II, MQOht:.,
nllAIlOH ,,-,IA.TON
c""or......"lO
f'AMr.L" c. ,'OlAC[K
.JQN....m....N II IMX>
n"VCr.: n. GI'tCt"
CAflot. It. ottNOUf'
nuo"'" v. m[WA'"
HootllT r. UPUft
IIOUcn1 A. wtlnllAAI1. .I'
ocflfl104. P. wul.......noN
JOtfl A. Wlnt:ROW. .n
"A1I1.[[N A. WOlDWDt<1
n,,~L n TUi
I.
I'cll/l.lJ'[I'C/llia IIl[writemce Tax Re/llm (m'i~illa[ al1el a cO[lY), The Rcturn shows
an ovcrpaymcnt of ItIX in thc amount of $2,200,25,
2,
II1\'CIlIOl)'
3.
CO[lye!/'I[w Ulliteel Slates Eslate 'fil.~ Rellll'll (Form i1l6) .Ii/eel for Ihe E.~/Clle,
Also cncloscd
documcnts,
is our firms' check in the amount of $37.00. the liIing fee for the abovc
in thc
Plcasc datc-stamp thc cxtra copics of thc documcnts and rcturn to our officc
cnvelopc providcd,
-.
..,,1""'l' l,"t''-'
1,\
. .
~
'--.
~. '.
, .
"'"
'~
-"
)
"
It
U
It
:J
Z
I('l t.
III W
W III II
~ U ~ )(
... 0( 0';
o j ~ aI ~
~ <( n. 0 m
.J ~ 0 en
o n. It
It
C
:t
-._ UI
\J III
\f) III
,y, Z
U
~
.
m
2
U) ...
!!! <
-11.
\
,
J' ~. ".,
....---. ".
'"
Ul
'"
o
'" ...
H CJ)
'" ""
'" ""
o I
U"'''''
"'-
Ul:><..:O
...Jl-l::Jr-
..J ~ 0'-
...",Ul
;::0
U"'..:
t.. Ulo..
o<=>'"
"'~~'"
"'..JH..J
(-4o:~tn
U)lJJ::J~
.....a:lO..J
t:)~U~
"'''' ..:
cx:u-u
,~
-
-
-
-
:
-
-
-
- "
-
-
-
:
-
-
-
-
-
-
<lI
:
-
'"
~
01
(r
(~I
f':'
I
r~1
..
1\'1
I'-
..
,,;
t
':\-'1
.
.'
4';
.....1-
,
{
,..
f", "
......}
~IIIfA i.. ,
,
"
.
. r ..
),
."
,I
1-" f :,..,
.
"
': .'
,
"
0;' ."'.1
" I
Y' , '
i' -,
~,
~.
I'
\
.(
..___f
----~.-
r-".
,.'~.
Registcr of Wills
Februnry 18. 1997
I'lIgc 2
Thnnk you for your nttenlion in this mntter.
LME/amn
Enclosurcs
cc: Jcnnifcr L. Elliott
1
,
ours truly.
/l~/U ,
inda M. Eshclman
Eslntc I'nrnlcgnl
nn ~ :Il
ern :Oll>
~ -. Oil C1
L. '-, ('>
.'
',",
m
co
l::l
,,'
~
, - r.n~
.0 \.~ {..j ~
~.... ,
-~ 0\
1'1
IIlY,,,omq,.,,, """"INHERITANCE TAX RETURN ~.Nt~~~~FD~~MmR 12J31/V'
RESIDENT DECEDENT P"'~!!TY CREDIT IS CLAIMEDD
[O""ONW'AL'ltO"'''N''''VAN'A (TO BE FILED IN DUPLICATE FilE NUMBER
O[PAlnMENl OF R[\IlNU[ 21 1996
ItA'""~~~~.':~~~~"'"'01 WITH REGISTER OF WILLS) COUNTY CODE YEAR
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEOENT'S COMPLETE ADDRESS
Elliott Edith M. 7 CountlY club Place
SOCIAL SECURIN NUMBER OATE OF OEATH OATE OF BIRTH CaITfl IIi 11, PA 17011
DECEDENT 187-20-6535 OS/22/96 10/3/1924 COIlIlI Cumberland
,IF ,"PL"A LEl 511 VIV'''o 'I'OU"'" "A"ElL^, , SOCIAL SECURIN NUMBER AMOUNT RECElVEO (SEE INSTRUCTIONS)
FIRST AND MIOOLE INITIAL)
0462
NUMBER
1, Orlglnol Rolurn
3. Romamdor Rcturn
o 4, Umilod EslolO
(Inf dal.. 01 duth pnor 10 12-13.UI
~ 5, Fodorol Estoto Tax Rolurn Roqulred
CHECK
APPRO-
PRIATE
BLOCKS
o 40. FutUlU InlOlost Compromlso
(lor dolo. 01 doolll ollor 12-12-02)
lB O. Oocodonl Diod Tostolo 0 7. Decodonl Maintainod II Uving Trust
(Anacll coPV 01 W,II) (Attoch copy 01 Tru.l)
AlL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
..l. 0, Total Numbor 015010 Doposil Bo,o.
CORRES-
PONDENT
NAME
Richard R, Lefever,
TELEPHONE NUMBER
717-232-8000
1, Roal Eslalo (Schodulo A) ( 1)
2, Slock. and Bond. (Schodulo B) ( 2 )
3, Clo""IV Hold Slock/Pannorshlp Inlolosl (Seh, C) ( ~ )
4, Mongago. and NolO' Rocoivablo (Schodulo D) ( 4 )
5, Cash, Bank Doposlts & Miscollanoou. POlsonal ( 5 )
Proporly (Schodulo E)
6, JolnUv Ownod Proporly (Sehodulo F) ( 6 )
7, Translers (Schodulo G) (Sehodulo l) (7)
6, Tolal Gross Assol. (Iotal Unos 1-7)
9, FunBlal Exponsos, Admlnlstrativo Cost., ( 9 )
Mlsc8I1anoou. Expan"".tSchodulo H)
10, Dabll, Mongago UablliUa., Uon. (Schodulo I) (10)
11, Tolal DeducUon. (tolal Unas 9 & 10)
12, Na' Vllua 01 Estalo tUno 6 mnu. Uno 11)
13, Chlltlable and GovornrTMlnlal Boquosl. (Sehodulo J)
COMPLETE MAILING ADDRESS
McNees, Wallace & Nurick
100 Pine St. P.O, Box 1166
Harris ,PA 17108
98,000,00
1,454,569.76 Qf-?
None .,
24,122.23
169,406.81
~n ::..:
\LI
-.'
.--,
tJ.'
N
None '-
14,000.00 ..~
(6 )
84,523.74 ~.J
" , ~
1,712,56
(11)
(12)
(13)
RECAPIT -
ULATlON
1,760,098.80
86,236,30
1,673,862.50
None
(14)
1,673,862,50
:1
14, NoI Valua Sub OCllo Tax (Uno 12 mno. Uno 13)
15. $pow..1 Tran."" (tor datu 01 d..th .U" e-30-114), 5.-
tn.trvdlDn, lor Applicabl. Pltunllg' on PoIg. 2. (Inctud'
Wily" fro", Schtdult Kaf Sch.dull M,I
16, "",,"111 of Una 14 'axablo at 6% rolo
(Incluc18 valuo. Irom Schodulo K 01 Sehodulo M,)
17, Amounl 01 Uno 141axablo a115% ,alo
tlnclude valuo.lrom Schodulo K or Schodulo M,)
TAX 16, Prindpallax duo (Add laxtrom Uno. 15, 16 ond 17,)
COMPUTA- 19. Crodlts Spousal POY'fly tl.dll Prior Payments Discount
TION + 97,500.00+ 5,132.00-
20, If Uno 191. groatol Ihan Uno 16, ontor Iho dilloronco on Uno 20, Thl. ;.Iho OVERPAYMENT.
~CIl'.k hare If you..e requUllng a refund 01 your ovarpaymenT. I
21, If Uno161. groalor Ihan Uno 19, onlor Iho dllloronco on Uno 21, Thi.Is Iho TAX DUE.
A, Enlo. Iho Intoro.1 on Iho balanco duo on Uno 21A,
B, Enlarlho lotal 01 Uno 21 and 21A on Uno 21 B, Thl. ;.Iho BALANCE DUE,
Make Chack Pa ablato: Ra Istar 01 Willa, A ant
i!!::::'i;:"iH'ii:i-,i-il:i:i:'"liojoo,i:...BE SURE TO ANSWER AlL QUESTIONS ON PAGE 2 AND 10 RECHECK MAiH..... .....',
oder pon as 0 pOl ury. aro t al avo Dxam nod th s roturn, Inc U log accompanymg Be 0 u os an statoments, an to lot 0 my no e ga
and boliol,ll is true, corrOCt and complalo. I doc!aro that all roal 051810 has boon reportod ot lruo markot valUQ. Declaration 01 proparor othor than tho personal
roprosontatlvo is basad on a1llnlormatlon 01 which proparor hos any knowlodgo.
SIGNATURE 0 ER N RESPONSIQ,LE FOR FILING RETURN ADDRESS DATE
Z1, .,' <. See Schedule attached J.IIJ 1'17
RE OT T AN RESENTATIVE ADDRESS DATE J, /
100 Pine Street, P.O. Box 1166 .rl.!.'t_fl
Harrisburg, PA 17108 '
(15)
"
.
(16)
1,673,862.50, ,06 .
100,431. 75
(17)
0,00, ,15 .
0,00
(16)
100,431. 75
Intorost
102,632,00
2,200.25
(19)
(20)
(21)
(21A)
(21B)
R[V-150] [Il: tt4.1UI)
.-,
r--.
COMMONWEAL Ttt Of PENN5Yl VANIA
INIt(RITANC[ TAil: HETURN
R[StDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
Edith M, Elliott
(All property lolnlly-owned with Righi 01 Survivorship musl bs disclosed on Schedule F.)
ITEM
NO,
21-1996-0462
OESCRIPTlON
VALUE AT DATE
OF OEATH
1 1584 shs. American Heme Products @ 53.375/share
Accrued Dividend (record date 5/13/96; payable date 6/1/96)
2 1392 shs. J\rroCO Corp, @ 74.0625/share
*696 shares originally Standard Oil Corp. which nON trades as
J\rroCO Corp.
Accrued Dividend (record date 5/8/96; payable date 6/10/96)
3 600 shs, Anadarko PetrolelUn Corp. @ 54.1875/share
4 1000 shs. AT&T @ 62.4375/share
5 1600 shs. Bell Atlantic Corp, @Xi3.375/share
6 700 shs. Columbia Gas System Inc. @ 49/share
7 142 shs. Cytec Industries @ 92.1875/share
8 800 shs, Dresser Industries @ 30.25/share
9 1500 shs, DQE @ 27/share
10 1000 shs. DJke PcMer Carpany @ 49/share
Accrued Dividend (record date 5/17/96, payrrent date 6/17/96)
11 1020 shs, Dupont E.I. DeNernour & Co, @ 83/share
Accrued Dividend (record date 5/15/96; payable date 6/12/96)
12 224 shs, Electronic Data Systems Corp. @ 55.625/share; traded
under General M::ltors, Class E at titre of decedent's death
84,546.00
609.84
103,095.00
904 . 80
32,512.50
62,437.50
101,400,00
34,300,00
13,090,63
24,200.00
40,500.00
49,000.00
510.00
84,660.00
581.40
12,460.00
Accrued Dividend (record date 5/12/96; payable 6/10/96)
13 1600 shs. Exxon Corp. @ 86,9375/share
Acrued Dividend (record date 5/13/96; payable date 6/10/96)
14 504 shs. General Electric @ 83.8125/share
15 56 shs, General M::ltors Corp., Class H @ 61/share
33.60
139,100,00
1,264.00
42,241.50
3,416.00
Total frc:rn continuation e (s)
TOTAL (Also onlor on lino 2, Rocn itulntion)
(If moro spaeo Is noodod, Insor1 additional shoots of soma silO.)
623,706.99
1,454,569.76
$
PAl5031 NTF 1212
COP)'flght Forms SoHwar. Only, 1004 N.lco, Inc. N94PA031
,-...
-.
Estate of: &lith M. Elliott
sa\EOOLE B - - Stocks and Bondq
Item
l'b,
Description
15 AcCrued Dividend (record date 5/12/96; payable 6/10/96)
16 1134 shs, General M:Jtors Cbrp., a:mron Stock @ 56.50/share
AcCrued Dividend (record date 5/12/96; payable 6/10/96)
17 9302 shs. Kennaffietal Inc, @ 36.875/share
-
J\Ccrued Dividend (record date 5/10/96; payable date 5/24/96)
18 2200 shs, NL Industries Inc., .125 par @ 14.5625/share
19 600 shs. panhandle Eastern pipe, nCM knCMll as PanEnergy @
33/share
J\Ccrued Dividend (record date 5/15/96; payrrent date 6/15/96)
20 500 shs. pEOQ Energy Cb, @ 25,3125/share
21 303 sha.Tenneco Inc, @ 55,375/share
22 200 shs, TremOnt Cbrp. @ 39.5625/share
23 5961,008 shs. Fidelity Investments GOVernment Securities Fund;
see letter attached
J\Ccrued Dividend on Fund
24 854,409 shs, Fidelity Investments Equity-Income Fund; see letter
attached
25 1808,973 sha. Fidelity Investments Puritan Fund; see letter
attached
26 $25 United States Savings Bond Series E; Bond, issue date 5/58;
registered in the narres of decedent and samuel J, Elliott.
(samuel J, Elliott was decedent's ex-husband who predeceased on
3/10/89); Bond valued per May, 1996 redenTJtion tables
'fOl'AL, (Carry forward to 11I3in schedule) , . . . . .
Page 2
21-1996-0462
Value at Date
of Death
13,44
64,071.00
453,60
343,011,25
1,395.30
32,037.50
19,800.00
144.00
12,656,25
16,778,63
7,912,50
57,523,73
231. 76
35,005,14
32,507,24
623,706.99
165,65
-----.
1"""\
AEV"160,UtV..'I)
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Plol1s0 Print or T 0
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMaER
21-1996-0462
must be disclosed on Schedule F,
VAlUE AT
DATE OF DEATH
DESCRIPTION
1 Take ~ Hare, Inc.; PralIissory Note elated 8/15/95, face arro.mt
of $40,000, 8% interest rate, payable in 24 monthly installments
($1,809,09/month); Valued per 5/96 outstanding balance; aopy of
Note and arrortization schedule attached,
24,104,70
17.53
Interest accrued on Note from 5/20/96-5/22/96
24 122.23
TOTAL Also onlor on IIno 4, Roca ItulaUon S
(II moro space Is noodod,lnsor1 addi\lOnol aheelS 01 same mo,)
PAI6071 NTF .2.4
COP,,";'" Forml Softwarl Only, ",. H,lco,lnc. Nt4PA071
--,
RtV.I~oa [X'(2-111)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Ploaso Prinl or Typo
FILE NUMBER
21-1996-0462
mu.t be disclosed on Schedule F)
OESCRIPTION
1 Travelers Cheques found at decedent's residence; uncashed at
date of death
2 Dauphin Dep::3Sit Bank, Checking Account No. 0030558859; see bank
letter attached
Interest on aI:ove item accrued as of decedent's death
3 PNC Bank passbook Savings No. 513-0063184; see bank letter
attached
Accrued Interest on Account
4 2011.07 shs. Money Market Management, Inc; see letter attached
Accrued Dividends on Account
5 York Federal Bank Certificate of Deposit No, 100-0148166; see
bank letter attached
Interest on above item accrued as of decedent's death
6 Dauphin Dep::3Sit Bank Certificate of Deposit No. 8000031302; see
bank letter attached
Interest on above item accrued at the decedent's death
7 Dauphin Deposit Bank Certificate of Deposit No. 8000025361;; see
bank letter attached
Interest on aI:ove item accrued as of decedent's death
8 Dauphin Dep::3Sit Bank Certificate of Deposit No. 8000022710; see
bank letter attached
Interest on aI:ove item accrued as of decedent's death
9 Dauphin Deposit Bank Certificate of Deposit No, 8100581134; see
bank letter attached
Interest on aI:ove item accrued as of decedent's death
10 '!he Patriot-News; newspaper subscription refund
11 Reader's Digest; subscription refund
'Ibtal fran oontinuation e (s)
TOTAL (Also enter on line 5, Roc
(Anech edditional B 1/2' x 11" shocts rt more spoce Is nocded,)
PA15081 NTF121'
CopyrIght Form. Sol1war. Only, 111"" N.lco,lnc. N94PAOI'
VALUE AT
DATE OF DEATH
820,00
54,033.64
22.13
2,567,96
21. 58
2,011.07
5.67
1,689.65
4.31
15,000.00
143,84
25,000.00
268.49
10,000.00
95.89
40,000.00
468.49
122,10
11.23
17,120.76
$ 169,406.81
.-..
1'~11al" of I I'illlh t~, Jo:IIlott
Page 2
21-1996-0462
:iOU'HllJ': I':
Cwh, Bank L\'p::lsits and Miscellaneous Personal Pl'Operty
II'111
No,
Value at Date
of Death
Description
1;! (11pllal (Hun Cross; premium refund
67,05
13 '1110 USFMJ a:t1panies; autarobile insurance p::llicy no.
1'1'1110571319012, premium refund.
14 1ol1l1inlx; lJctvice contract refund
87,00
197,16
15 Bell IItlnntic-PII; refund
16 1994 Ford Tenp:> GL, 4-door Sedan with mileage of 4,615, valued
per the May, 1996 N.A.D.A, Eastern Edition. Quoted price is the
lOOan of the trade-in price ($7725) and the retail price ($9500)
17 Take ~ Hare, Inc.; May 1996 payment on pronissory note due
decedent before death but collected after.
14.55
8,612,50
1,809.00
18 Personal Property at residence; valued per appraisal attached.
19 Kerry Pae Auctioneer; proceeds received for personal property.
20 Persooal Property; Dining Rocrn Table (not included in personal
ptq)erly appraisal); value estinated
21 Internal Revenue Service; 1996 individual incare tax return
refun:! (E'Sl'IMAmD)
2,172.50
300.00
200.00
3,661.00
'IOfAL. (Carry forward to nain schedule) , , , . . .
17,120.76
REV-1510 EX. (2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
........
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMBER
Edith M. Elliott 21-1996-0462
THIS SCH. MUST BE COMPLETEO & FILED IF THE ANSWER TO ANY OF THE OUESTIONS ON THE REVERSE SIDE OF COVER SHEET 15 YES.
DESCRIPTION OF PROPERTY DECO, DOLLAR VALUE
ITEM Includ. namo 01 th. ttansl.ra., Ihair EXCLUSION TOTAL VALUE % OF OECEDENT'S
NO, relalionshlp to decodenl, dale ollransfer, OF ASSET INT, INTEREST
1 Cash gift made by decedent on 3,000.00 10,000,00 100% 7,000.00
1/2/96 to her daughter, Jennifer L,
Elliott.
2 Cash gift made by decedent on 3,000.00 10,000.00 100% 7,000,00
1/2/96 to her son, Geoffrey Elliott
TOTAL (Also enler on line 7, Rocapitlllatlon) $ 14 000.00
PA1Sl0l NTF 1217A
Copyright Forml Soil.".,. OnIV. 11111& Nelca,lnc. NI4PA101
(II more space Is needed, Insert additionalsheels 01 same size,)
'"
I""..
,HV-"" '.'I"'l!
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... Prlnl or Typ.
fUlolUU.,.WI Al ,,,m,ll NN~VlV"Nt^
lUlU 1U1"'~ClI^lll1l1Ulm
"' IIUIIN' nl tI 01,.,
FILE NUMBER
21-1996-0462
=:-------
CIITATC or
I'dit:h M, Elliott
ITeM
~
A, Funor.ll!apon"":
AMOUNT
OESCRlPTION
3,745,00
1 MycrlJ-llamcr F\!neral Ht::lre. Inc.
2 Ilndisoon Hotel -- funeral luncheon
1,339,35
"
300,00
3 Myers-Hamer F\!neral Ht::lre. Inc,; solid walnut urn
500.00
4 Memorial Plaque (estimated)
B, AdmlnlllraUvo COlto:
50,000.00
I,
P.rlonoJ Rop'OSDnl.bvD Convnl..lon.
Socl.1 Soc\J.11y Numbo< 01 PDlsana! RDpID.DnloIND: 188-36-6908
VDSI Corm>l..lon. p.ld 1996. 1997 . 1998
Name: Jennifer L. Elliott
23,000,00
2, Morney F....
Name: McNees, Wallace & Nurick
3, FamilV Exol11'llDn
CloJmanl RDlolionshlp
Add,_ 01 Clalm.nl 01 docodDnl'. dOllh
0.00
Sheet Addr...
51.'0
Zip Codo
CIIy
989.00
4, Ploblle F_
C, Mlocoll.n- Expan.e.:
See SChedule attached
Total frc:rn continuation e (s)
4 650,39
84,523,74
TOTAL Also Dnlor on lino 9, Roc lIulollDn
tll more ep.co I. needed, In..rt addlUonal .heeto 01 sam. .Ile.)
$
PAT5"T NTF 12"
COPYf'Ohl Forma15oft.If' On'.,. ".. Netto,lnc. NI4PA1"
~
,...,
Page 2
Estate of: Edith M. Elliott
21-1996-0462
SGIEDULE H, PART C -- Miscellaneous Expenses
Item
No. ~scription
1\rrount
1 AT&T; telephone leasing charges
2 Bell Atlantic-PA; telephone charges
3 Borough of Camp Hill; sewer charges (7/1/96-12/31-96)
29.10
181. 20
60,00
4 Bowers Pest Cbntrol; Balance Due
79.50
5 C\1rrberland Law Journal; legal advertising
6 Dauphin Deposit Bank and Trust Cb.; checkb:ok charges
7 Dauphin Deposit Bank and Trust Cb.; fee for lost key to
decedent's safe deposit box
60.00
19,59
4.00
8 Dugan Hauling; trash rem:wal
130,00
9 Floor Coverings, IntI.; repairs to carpet at residence re sale
of house (estimated)
484.00
10 Geoffrey B, Elliott; reimb.1rserrent re lawn maintenance at
residence
100,00
11 Jennifer Elliott; reimburserrent re costs paid to the Maryland
Departrrent of Transportation to transfer decedent's autarobile:
130.00
Transfer Tax
Transfer Fee
Misc, Olarges
Registration
Registration Srchg
'TOl7>.L 0lARGFS
$25.00
$15.00
$20.00
$54,00
$16.00
$130.00
12 George Clauser; real estate appraisal
250.00
13 Jennifer Elliott; postage/fax charges
18,32
14 Joey C\mmings; yardwork/rroving furniture charges
15 John's Carpet; carpet cleaning at residence re sale of prc:perty
(estimated)
20.00
100.00
16 Keystone Oil; service fumace charges
112,50
17 Keystone Oil; heating oil charges
'TOl7>.L. (Carry forward to main schedule)
303,67
2,081.88
,
,
,.-..
.-..
Estate of: Edith M. Elliott
Page 3
21-1996-0462
SCllEOOLE H. PART C - - Miscellaneous ~es
Item
No. Description
J\rrount
18 Marilyn Knox; housecleaning services
19 McNees, Wallace & Nurick; disbursements llI3.de on account of
Estate:
20.00
328,41
DJplicating
Telephone
Travel Expenses
Fax Charges
Fbstage
Cburier Service
Misc. Charges
Filing Fees
$194,40
$ 41.10
$ 28,31
$ 16.00
$ 19.60
$ 5,00
$ 15.00
$ 9.00
20 McNees, Wallace & Nurick; reserve for future costs in estate
administration
200.00
21 PA Department of Revenue; 1996 Individual Incare Tax Return, tax
due (ESTIMATED)
415.26
22 Pennsylvania-1\rrerican Water 0xIpany; water charges
23 Pennsylvania Pc1Ner & Light, electric charges
24 Pete Sanden; painting decedent's residence re sale of property
25 ROOert Ensminger Appraisers; personal property ar:praisal
26 The Sentinel, legal advertising
60.04
338.91
652,43
90,00
63.70
27 'J:'l:'aw Lawn Care, lawncare charges
28 USF&G Cb1pany; l1arec:Mners insurance premium
53.00
275.00
29 Waste Management of Central PA, trash disposal
71.76
romL, (Cany forward to llI3.in schedule) , , , . . ,
2,568,51
fUV..tl"U.(tllJI
.
1""\
COUUO~WEAL ,.. 0' "ENNSYL VAN",
INttUlI'ANCE fA. nnunN
nUIO[Nf O[(rO[NI
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES AND LIENS
Pl.... Print or I
FILE NUMBER
21-1996-0462
EBTATE OF
Edith M, Elliott
ITEM
NO,
DESCRIPTION
1 Bell Atlantic - PAl telephone charges
2 PAWC; water charges
3 PP&L; electric charges
4 Chase Visa Credit Card; balance due
AMOUNT
50.59
5 Crumay Parnes AsSOCiates, Inc,; rreclical E!Xpense
30.85
57,03
796.88
6 PA Oeparj:Jrent of Revenue, 1995 Pennsylvania Individual Incane
Tax Retum (PMO); tax due (decedent filed return, however the
deparj:Jrent iSsued an assessment notice which :resulted in a tax
liability)
13,20
764.01
PA15121
1 712.56
s
NT' 2110
co"rnDhlFotllla Soli..,. O"Iy, 111'4 N.lco, ,"C. N.4PA121
-
~-"~--~
. __.'d.C ___ ~"-)._
y
.:--
\
~
Estate of: Edith M, Elliott
SOlEOOLE J, Part A
Item
No.
Narre and Address of Beneficiary
1 Geoffrey B. Elliott
1042 E, Benning
P,O, Box 18
Galesville, MD 20765
2 Jennifer L, Elliott
10108 E, Bexhill Drive
Kensington, MD 20895
3 S. Jarres Elliott, IV'"
2732 ThuIman St" N,W.
Portland, OR 97210
4 Trust u/w F130 Elliott 'furley
Frank 'furley & Geoffrey Elliott, Trustees
c/o 10108 E. Bexhill Drive
Kensington, MD 20895
5 Trust u/w F130 Geoffrey 'furley
Frank 'furley & Geoffrey Elliott, Trustees
c/o 10108 E, Bexhill Drive
Kensington, MD 20895
6 Trust u/w F130 Zachary M. 'furley
Frank 'furley & Geoffrey Elliott, Trustees
c/o 10108 E, Bexhill Drive
Kensington, MD 20895
"....
Page 2
21-1996-0462
Taxable Bequests
Relationship
Ancunt
Son
770,050,41
Daughter
770,050,42
Son
103,761,67
Trust
10,000,00
Trust
10,000.00
Trust
10,000.00
.,. S. James Elliott disclaimed his interest from the Estate (all but the personal
property distributed under Article Two of Will, and $100,000,00 of the residue)
in a disclaimer dated September 10, 1996 (copy of disclaimer attached), The
disc10imer was filed with the Register of Wills of Cumberland County, Pennsylvania
on October 2, 1996.
exhibit A
{'\
o
(1
"" 'IIA"'d"o, ..' ,.'-#_".
0-." ... "If'
, .
r
,.....,..
,
LAST WILL AND TESTAl\IENT
OF
EDInI M, ELLIOT!
I, EDITH M, ELLlOTI, of Camp Hili, Pennsylvania, do make, p\lbllsh and
declare this instrument to be my Last Will and Testament, hereby revoking all wills and
codicils previously made by me,
ARTICLE ONE: PaYment of Debt9. Expenses nnd Tnxes,
(a) ~. I direct my Personal Representatives, as soon as practicable after
my death, to pay my enforceable debts in accordance with their termsj provided,
however, that my Personal Representatives shall not be required to pay prior to maturity
any debt secured by a mortgage, deed of trust, pledge. or similar encumbrance all
properly in which I have an interest at my death, and such property shall pass subject to
such mortgage, deed of trust, pledge, or similar encumbrance.
(b) El(,penses, I direct my Personal Representatives to pay (i) the expenses of
my last illness, (ii) the expenses of my funeral and burial, including a suitable marker or
monument, in such amount as my Personal Representatives may deem proper. without
regard to any statutory limits and without the necessity of any eourt order, and (Iii) tho
expenses of the administration of my estate.
(c) ~. I direct my Personal Representatives to pay all estate. inheritance
and transfer taxes payable by renson of my death with respect to property included in my
gross estate for death tax purposes, whether or not such property shall pass under this
Will All of the foregoing taxes shall be paid as a general expense of the administration
of my estate, without apportIonment.
ARTICLE 1WO: Specific Benuests of 'Thn2ible Personal
l'ronertv.
(a) Pistributipn 10 Children, I give and bequeath all or my tangible personal
property, including, but not limited to, household effects (such as furniture, furnishings,
silver and objects of art), clothing, jewelry, books, cameras, sporting equipment,
automobiles, and all other articles of personal or household use or ornament, together
with any insurance thereon, to my Children (as defined in Artlele Eight hereof) who
survive me in such shares of substantially equal value as my Personal Representatives
shall determine, I request that my Personal Representatives consult with my Children tiS
to the distribution of my tangl'ble personal property and abide by their expressed wishes;
provided, however, that in the event of disagreement between or among my Children as
to the distribution of my tangible personal property, the decisions of my Personal
Representatives shan be conclusive Bnd binding, If there are items of my tangible
-r
-r
pcrsonlll properly that none of my Children desire 10 have, my Pcr~urml Representatives
shnll sell nil ilcms of vnlue and add tbe ploc,eeds to my RestdulllY Estllte,
(b) Contingent Distribution as Part of Residuary Estate. If none my Children
survive me, all of my tangible personal property shall become part of my Residuary
Estate and shall be distributed in accordance with Article Five hereof,
(c) Determinations, All determinations by my Personal Representatives as to
the property to which this Article Two is applicable and as to the disposition thereof
shall be conclusive and binding upon all persons having or claiming any interest in such
property or in my estate,
(d) Distribution E:o;penses, Any packing, shipping, or other charges (including
transit insurance) in connection with the distribution of my tangible personal property
shall be paid by my Personal Representatives as a general expense of the administration
of my estate, with no right of relmburcement from any distributee of such property,
ARTICLE mREEI Other SDeclflc Beauests.
(a) Specific Bequests to Individuals, I give and bequeath to the following
individuals if each is then living at the time of my death:
(i) Ten Thousand Dollars (SI0,000.00) to ELLIOTT S, TURLEY,
(Ii) Ten Thousand Dollars (510,000,00) to GEOFFREY M, TURLEY.
(iii) Ten Thousand Dollars ($10,000.00) to ZACHARY M, TURLEY,
(b) Distributions to Minors, Notwithstanding the foregoing, any specific
bequest under this Article Three that is distributable to an individual who is under the
age of twenty-five (25) at the dale of my death shall be subject 10 the provisions of
Article Sill: hereof,
ARTICLE FOUR: .Taint ~ronertv.
I hereby confmn my Intention that all property, real or personal, tangible or
[ntangible, which is registered or held at the time of my death jointly (other thlm as
tenants-jn-common) with any of my Children shall pass by right of survivorship or by
operatIon of law and outside of the terms and provisions of this Will to such other joint
owoer if he or she survives me, In the event that my intention may be defeated by any
nIle of law with respect to any such jointly held property. I give, devise and bequeath
such jointly held property to such other joint owner if he or she survives me,
ARTICLE FIVE: ResIdual'\' Estate,
My Residuary Estate shall include the rest and residue of the property, bUlh real
and personal, of whatever nature and wherever situated, belonging to me at my death or
receivable by my estate and remaining after the satisfaction of the foregoing provisions of
this Will,
-2-
-~
,-,-
(n) D(Slrlhutloll to ChlldrenfIssue, My el11he Re~ldu;1ry ESlale 511011 be
distributcd, outright and frce of trust, in equal sharcs to my Childrcn who sllrvive me and
to the issue, p.c:r stirpes, of cach of my Childrcn who does not slllvive me leaving issue
who survive me, This Section (n) shall be subject to the provisions of Article Six hereof,
(b) Contin\lent Distribution to Heirs, If none of my Children or llny issue of
my Children survive me, my entire Residuary Estate shall be distributed, outright and
free of trust. to my heirs,
ARTICLE SIX: rrust for Grandchildren.
(a) Terms of Trust,
(1) In General. If, pursuant to the provisions of this Will (but excluding
any portions of this Will relating to distribution to my beirs as such), any property is at
any time distributable to any grandchild of mine who is under the age of twenty-five (25)
yelU'S. I direct that such properly shall instead be distributed to my Trustees hereinafter
named, IN TRUST, My Trustees shall establish a separate trust for each such
Grandchild (hereinafter referred to as the "Beneficiary"),
(H) Dlstribulfons in General. My Trustees shall hold, manage and invest
and reinvest the assets of each trust, collecting therefrom, and deduct all charges and
expenses properly attributable thereto. My Trustees may, at any time and from time to
time, pay to or apply for the benefit of the Beneficiary so much (even to the extent of
the whole) of the income and principle of the trust as my Trustees, in my Trustees'
absolute discretion, shall deem advisable in the best interests of the Beneficiary.
(Hi) Distribution of Principle, When the Beneficlary attains the agc of
twenty-five (25) years, or sooner dies, the trust shall terminate. Upon such tenninatfoll,
my Trustees shall distribute the then remaining principle and undistributed income of the
trust outright and free of trust (1) to the Beneficiary, if the Beneficiary is then living; or
(2) if then deceased, In equal shares to the then living issue of the Beneficiary, if any, per
stirpes: or (3) if none, in equal shares to the Beneficiaries' siblings and the issue, pcr
stiroes of any deceased sibling; or (4) if none, to my heirs.
(c) PaYment to Existim! Trust or Creation of New Trust. Whenever any trust
[5 created under this Article Six for the bcnefit of a Beneficiary for whom my Trustees
are then holding property In a similar trust. then the properly may instead be added to
the existing trust for the benefit of such Beneficiary, or my Trustees may crente a ncw
trust for the benefit of such Beneficiary, as my Trustees shall deem advisable.
(d) Joint Administration of Trust, My Trustees may holdjointJy for
convenience of investment and administration property constituting principle of one or
more trusts created under this Article Six. and my Trustees may make joint investment'
in which the separate trusts have undivided interests,
-3.
-,r
..--~
(e) Discretion to Terminate, Notwithstanding the foregoing provisions of this
Article Six, if my Trustees determine that it Is uneconomical, impractical or unadvisable
to continue any trust created for a BeneficialY who is a grandchild of mine, then illY
Trustees may tenninate such trust and distribute the then remaining principle and
undistribllted income of the trust to the Beneficiary, In no event shall any trust created
hereunder tenninate later than twenty. one (21) years after the Inst to survive of the
group constituting of my grandchildren, and the issue of any grandchild living Nt the time
of my death,
ARTICLE SEVEN: Distribution to Minors,
In the event any portion of my estate other than any Specific Bequest made under
Article Three hereof is distributable to n mlnor cWld, my Personal Representatives may
distribute such property either (a) directly to or for the benefit of such child. or (b) for
the child's benefit in either of the foUowings ways: (I) to the child's natural or court
appointed guardian (who shall not be required to post any bond with respect to any
distribution hereunder), or (ii) to a custodian for the child under any applicable Uniform
Gifts to Minors Act or Uniform Transfers to Minors Act. Any distribution in accordance
with this Article Seven shall fully discharge my Personal Representatives with rcspect to
such distribution.
ARTICLE EIGHT: Definitions,
(a) SulVivorshiD, If any person Is entitled to any benefit under this Will as a
survivor of me. and if such beneficiary does not survive me by ninety (90) days, it shall be
conclusively presumed for the purposes of this Will that such beneficiary predeceased
me,
(b) Children: Issue. For all purposes of this Will, (i) the term "my Children"
shall mean my Children, GEOFFREY B, ELLIOIT, JENNIFER L. ELLIOTT and S,
JAMES ELLIOIT, IV; (Ii) the term "issue" is defined to mean a lineal descendant or
lineal descendants in the first, second or any other degree, whether by blood or by
adoption (and whether born or adopted before or after the execution of this Will), of any
of my Children,
(c) Infant in Gestation, For all purposes of this Will, an infant in gcstation
who is later born alive shall be deemed to have been in being during such pcriod of
gestation for the purpose of qualifying such infant, after birth, AS a beneficiary of my
estate,
(d) !ki!1. Any reference in this WiU to my "heirs" means those persons, other
than creditors, who would take my personal property under lhe laws of the jurisdiction of
my domicile at the tlme of execution of this Will as if I had died at the thne of the
distribution, unmarried, intestate and domiciled in such jurisdiction, and distribution to
such persons shall be made in the manner and proporUons specified under said laws in
the foregoing circwnstances,
.4.
.~
--
ARTICLE ~INE: l'ersol1l\l RellrCSel1ll\th.C5 0",1 Trust"".,
(u) Multiple Fiduciaries: Succe~sors Included, All references in this Will 10 my
"Personal Representative" or to my "Trustee" in Ihe singulnr shall be deemed to include
all co-personal representatives and/or co-trustees at any time selVing hereunder. All
rights, powers, privileges and discretions herein granted to my Personal Representatives
and Trustees shall be deemed to be grantcd not only to the Personal Representatives
and Trustees herein first named, but also to any substitute or successor Personal
Represenlative,~ and/or Trustees at any time selVing 11ereunder,
(b) Personal RepresentatIve Appointed. I appoint my Daughter, JENNIFER
L. ELLIOIT, and my Son, GEOFFREY B, ELLlOIT, to be the Personal
Representatives of my estate, If at any time my Daughter, Jennifer, or my Son,
Geoffrey, fail to become or cease to selVe as the Personal Representatives hcreunder
due to renunciation, resignation, disability (as delermined in writing by his/her personnl
physician), or death, the other may serve alone, with the power In the last to scrve to
designate in writing another as his/her substitute or successor Personal Representative,
(c) Trustees Appointed,
(I) I appoint my Son, GEOFFREY B, ELLIOTT, and my Son-in. Law,
FRANK C, TURLEY, to serve as my Trustees under Article Six of this Will, If at any
time my Son, Geoffrey, or my Son-in-Law, Frank, fail to become or cease to selVe as my
Trustces under Article Six, the other may selVc alonc, with the power in him to designate
in writing another as his substitute or successor Trustee,
(ii) Tn the evcnt that at any time and for any reason there is no person
duly appointed herein or designated hereunder as the Trustee of any trust created
hereunder, then the current beneficiary of such trust. including the legal guardian of nny
minor or otherwise legally incompetent beneficiary, may designate in writing a substitute
or successor trustee (other than the beneficiary himself or herself) by delivering such
writing to the designated substitute or successor Trustee and acceptance thercof,
(d) Bond Waived, I direct tbat no bond or other security shall be required of
my Personal Representatives or Trustees for the faithful performance of their respective
dutlCJ In any jurisdiction, In the event bond or other security is required by law, I direct
that such bond or other security be lhe minimum amount permissible,
(e) FinaUlI, Every election, determination, or other exercise by my Personal
Represcntatives or by my Trustees of any right, power, privilege, or discretion granted to
my Persona] Representatives or my Trustees In this Will or by law shaH be conclusive
and binding upon all persons affected thereby,
(f) Third Party Reliance, No person dealing with my Personal Representatives
or with my Trustees shall be required to see to the application of any property paid or
delivered to my Personal Representatives or to my Trustees or to inquire into the
.5.
-t'-
I""'~
expedience or propriety of any trnnsllcl/on or the authority of my Personal
Representlltives or illY Trustees to enter into or cOllsummllte the same upon such terms
as my Personal Representatives or my Trustees may deem advisable,
(g) limitation of Liability, Except for willful default or gross negligence, my
Personal Representatives nor my Trustees shall not be liable for any nct, omission, Joss,
damage or expense arising from the performance of lheir duties under this Will, including
the act, omission, loss, damage, or expense caused by any agent appointed or retAined by
my Personal Representatives or by my Trustees,
(h) Co):T1Dcnsation, My estate may pay 10 my Personal Representatives. or my
Trustees, as the case may be, faIr and reasonable compensation for selVices performed
for my estate. If any corporate mutee is serving as a Trustee, the compensation payable
to such Trustee shall be in accordance with its published fee schedule as in effect from
lime to time,
(I) Trust Accountinl!s, Upon the request of the current Beneflcinry, or the
legal guardian(s) of any minor or otherwise legally incompetent Beneficiary of any trust
created hereunder. my Trustee shall render accountings to such Beneficiary, not more
often than quarterly, which shall include a statement of the receipts and disbursements of
the trust and a statement of the assets of the trust. My Trustee shall not be required to
file a trust accountings wilh any court or Commissioner of Accounts in any jurisdiction,
G) Successor Liability, No successor Personal Representative or Trustee
under this Will shall be liable for any act or omission of any predecessor nor shall any
such S\lccessor be obligated to inquire into the validity or propriety of any such act or
ombsion, Any such successor Personal Representative or Trustee shall be entitled to
accept as conclusive any accounting and statement of assets furnished to such successor
by any predecessor (or by the personal representative of such predecessor),
ARTICLE NINE: Powers of Personal Renresenllltlve and Trustees.
In addition to. and not in limitation of, the rights, powers. privileges and
discretions vested in Personal Representatives by law, I give to my Personal
Representatives, in thc administration of my estate. and to my Trustees of any trust
created hereunder. the fullest right, power and authority (to be exerciscd without
application to any court, at such timc or times, and upon such terms and conditions as
my Personal Representatives and Trustees shall deem advisable) to do any and all acts
ami to execute any and all written documents with respect to any property, real or
personal, held by my estate that I could do if living, Without limiting the generality of
the foregoing, such rights, powers and authorities shall include complete powcr:
(i) to retain any property. whcther or not Income-producing, included in
my estate;
(ii) to invest and reinvest without restriction to investmentJ that are
customary for estate funds and without regard to diversification of assetsj
-6.
, ,
-~
".~.-
(U1) to sell, convey, mortgage, Bnd lease any and all property, renl 01'
perlonal:
(iv) to make divisions, distributions, and advances, at any time and from
time to time during the administmtion of my estate, of all or any part of the net income
or principal of my estate, in cash or in kind, or partly in each, and to distribute different
assets or disproportionate interests in assets without adjustment (or any disproportionate
allocation of unrealized gain for federal income tax purposesj and
(v) to divide any trust created hereunder into separate trusts with
different Inclusion ratios and/or \vith different transferors for generation-skipping transfer
tax purposes;
(vi) to lend money to any beneficlllIy of any trust created hereunder with
or without security and with or without Interestj
(vii) to appoint such ancillary personal representatives and trustees as
may be required for the proper administration and distribution of my property in any
otller jurisdiction, and to remove such anciUary personal representatives with or \vithout
cause, Each ancillllIy personal representative and/or truStee appointed hereunder shall
have aU of the foregoing powers with respect to the property that necessitated such
appointment
ARTICLE TEN: Miscellaneous,
(0.) pronouns: Plurals, The use of any gender herein shall be deemed to be or
include each other gender and the use of the singular herein shall be deemed to be or
include the plural and vice versa, as the context may require,
(b) Captions, The captions contained herein have been included for
convenience only and do not define or limit the scope or content of this Will or any
provision hereof.
ARTICLE ELEVE.lIl: Codicils,
All references to this Will in the Articles hereof shall be deemed to mean this
instrument as modified by any and all valid codicils hereto.
IN WITNESS WHEREOF, I have subscribed and do publish and declllre this
instrument as my Last W~estament in the presence of the witnesses attesting the
same at my request, tbis day of -:.=;eJfJ~~~ , 1995.
tJJA ~- ~
Edith M, Elliott
-7-
. .
.~
~
This instrument, consisling of nine (9) typewritten pages, was at the dale thereof
subscribed, published ond declurcd by EDITH M. ELLlOIT, the said Testatrix, as her
Last Will and Testament, in the presence of us and each of us, who, at her request, in
her presence and in the presence of each other, all present together at the same lime,
have hereunto subscribed our names as witnesses (the final clause of the Will havillg
becn rcad ~o us by~forcsald Testatrix immediately after she had signed the
Will), this day of 'lYtd~ . 1995,
WITNES~
ADDRESS
;Z~""4 a---
(!J1J;I(pt_trL
,zr~ Al':) I/Y J..
~~# R. /7//0
W S/!d!J.tfl)JtJO'IJh
~11/lijJ, h. I7mg
,/
~t. ~NJ G'wJ~
'~ ct
Mf-c.,^{.\\f\iGSbv\V~ t1D55
.8.
..' I,
~
r---
~#5y1t (/,.4,1//,;..,.
(}Jnld~
)
) ss:
)
Before me. the undersigned authority, on this ~ay of rc!".e I I
1995, p~onnllY app!2red EDITH M. ELLlOTI, J. t.C:f()J.J(,).nC /; '(',(/ r::J:'1t/11/J1V
'rlI)I L. OtA Ni"~A:<)CJ and S' t ·
known to me to be the Testatrix and the witnesses, r spectively. whose names nre signed
to the foregoing instrument. respectively, these persons being by me first duly sworn,
EDITH M. ELLIOTI', the TestatriX, declared to me and to the witnesses in my presence
that said instrument is her Last Will tlnd Testament and that she had wlllfngly signed the
sanle, and executed it in the presence of said witnesses as her free and voluntary nct for
the purllOses therein expressed; and that said witnesses stated before me that the
foregoing Will was executed Bnd acknowledged by the Testatrix as her Last Will ilnd
Testament in the presence of said witnesses who, In her presence and at her request. and
In the presence of each other, did subscribe their nalUes thereto as attesting witnesses on
the day of the date of said Will, and that the Testatrix, at the time of the execution of
said Will, was over the age of eighteen (18) years and of sound and disposing mind and
memory.
Subscribed, sworn. and acknowledged before me by EDITH M. ELLIOT, the
Te~tat,rL~ and sub5Cr~ed and sworn l)efore T9,e by
J.,U.). ~,tJI)ItO /1('.KL~/1ftI, L'IHlIlI ~- 1~~/OtftJ and
::3a'.?"". M, \')".be~ ~~~~",.I99S.
,~,~4-
Notary Public
My commission expires:
NOTMW. SEAL
MICHAEL R, CARANCI, Notary Public
Camp Hili Boro, Cumberland County
My comrolsslon ExplresJum 15. 1998
.9.
,"-,
..
IIV..I)U.II'll
J:~'~(\
_~U;
SAFE DEPOSIT BOX
INVENTORY
CO""""ONwtALltt 01 P1N'l'nV""jj'"
DfU.,ulf4101Ilvlt.ul
IHttlll1AHCI ....1 DIVlS.ON
DIPI.U0601
H.....luU.a.'...I1I21(ltJ01 Plocse Print Dr Type
MUST BE COMPLETED BV REPRESENTATIVE Of IINANCIAIINSTIlUTION WHERE SAfE DEPOSll BOX IS lOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE IIIE NUMBlR SOCIAL nCURITY OR OEATH CERTlflCAlE NUMBER _
I g - 20 - GS" 3 ~
DATE 0 EATH
S~ZZ-9 ,
IClTYJ IJr IIIPCODII
J lof
G
I"ATI) IZlPCODII
~,
1Y1!J IUAn) IIIP CODE)
2o~ 9 S-
(STUn ADO.US) IClTYJ l"Alf) IZIPCODEI
NAME AND ADORESS Of FINANCIAllNSlITUTlON WHERE THE SAfE DEPOSIT BOX IS LOCAlED
(NAMII
azA..
) ICITY) /? ISTATf) (.ZIP CODE)
l-e f"'\O IL C' r) 170 ~3
OAT AND TIME Of LAST ENTRV
II-n-<JS" /:17
TITLE UNDER WHICH BOX IS REGISTERED
E"J.TA cll,'o if
~ 11"0 H-
NUMBER OF BOX
- U, . (, ~ 5;0 7
NAME AND ADDRESS OF PERSONIS) HAVING ACCESS TO BOX
a. (NAMEI
b. (NAMEI
tJo#E.
ISTR.EET ADDRESS) .
ISTREET ADDRESS)
IClTYJ
IlIP COD'I (CllYl
I"A")
IIIP CODE)
("Al'1
NAME ~~fTL~ OF EMPLOYE TAK G THE INVENTORY
(10." /2t:l '"'" 4
WAS A WILL IN THE BOX? DYES If V." 0, 0.,. .f wilh
It. Na"" and add".. .f "'"0"01 '.p,..,"'oll"" If named I" the will
(NAMII
(STUn ADDItESS)
ICITY)
(STAlf)
ellPCODII
c. Nam, a"d add".. .f o"o'"'Y' If O"y
INAM'I
(SUUl ADDItEU)
(CITYI
IIIAIf)
11IPCODE)
~I
. "
~
-....;,
\1.\
..
..4(.
~~
z
i
!
6- ::!
z ~
" "
z z
8 ~
! .. ~
a ... u
1M .. i ...
:; 0 ::J ::
\II ... z c
~ ~ ~ g
... 1M it IlI'I
~
II)
Q)o
Zac
2e
-Z
II)IU
llC:>
Uz
e-
ll)
~
z
~.. !-
,.."
.,z
z..
i. ~~~~
.. oO~a,;;
. :J:'" 'c)
~~t::DC
:5~~~
~ac ~
z~ DC
o~ 5
~a x
o
u
~
1
:
~
E
.
..
~i ~
~z ~
~ \.l..\ .... '
t;::! -'
to
- :t
2 .
.. ,-;
~
"-
...
-=
"-
:::. -.... '" ....
...
:::
"-
, ....
...
'-
...
...
...
,
~
~ ...
...."::-
,
... ...
:CWo::)
oo~
to. l,.., ~ "
~' l'- r:- "-
, I '.", ~
~...,... .... .....
"-l ";-
,
~ r,
~ ~
. r\,
v-.. ....
,,~~~~;
~ I"
f I' ':).. ~ .
~~-'>'>l~
N I ..:.. ~ 00
_ N '_
....
>2 ~ ~ \J
, 00
~ ,,;, ~
-...; ...
r\"
~ ;;0 ~
...:.. ,
..... -...
....
_ ~ "1 ""
..
..
..
:IE
"
z
fi! '-0;::'00 r
Sl '::>.. M C; ,;
~" ,,-..-
u ......~""""
iL v-.... l\J f\)
5 \J ~
u
Q .....
'-l N
Vi '-.11
~~
\)'" C-
~~~<:lQ..
~ ~ M \J)""
I'" M '0 ....
:=::::.::s
.::s .: ~ 'C
\:'
~ "
j\{
!'~-...
~ ~ -
8 .... l...
-t:.~
~...~
-
-
t
~S
~
~ ~ ~
~
""
::-
~
- -
.
""
~
...
- ::.
- ...
.... ...
::-
-,
tI (
lii ~
... t
$ ~::. c:
a ~
-
...
....
....
::~
~
-
...
=
=:::- :: ::
:.
=
:: ::
....
....
z
EjO
..~ \ - \
~! N ...... 0
~~ -::r- "':;). ~
g i!i "'-
a
8 ~
N:;:e
&-g
- --
~
o ~ <>
(j _~ 8
t"..g
~ C <:l ,~ e
Cl v, V'
.... -
- M
o c
~ ~
'00 ~ I'"
" \n
~ c'
~ .4
..
Z
l:
iI
z
0
ti . ill
z ..
" ,.
Z "
z
0 ~
U
~ ..
.. "
D ... U
... ... .. ...
... 0 ,. '"
" " ..
w w Z oC
.. l( ... u
e 5 .. 0
;;: '"
t"
"J
10)0
Zllll
00
all-
-z
"Jill
~>
Uz
2-
"J
oC
Z
'"
~w E
>-" <>
~~ ~
1, ~~I~
", xl-.ci
Q4 t:~b:Dt
~~W:J
"'1-011I
3" ...
z~ Ii
ow ..
~D ~
8
If
.
s
:
a
~
.
...
0 1::
-
aj
.0
~z ~
ii iJ:l"
,.. - - ...
- ... ... "- -:: .... - .... - .... ... ....
... ..... - ....
= :E .... ... , , , .... - - .... .. .",. ... ...
ij - ...
w . -
.. ""tS
lU
v rJ ..,... () a- - - ... ..... - - ~ ';)- '.rI I' .,.. I' .)1 -~ ~
O'l ...... ~ .,.. 00 ".. -.!l \.1) .~ '-.0 '-.J) \!l ~ .~ "" 0cI , ';0-
, , , ,
, . , . , , 1.1I
... .. ~ I I ..... , ~ ~ ~
<> -.. .,.. I .::; '" , \ , N N
......" .. <> - ~" .....
~o~ ..... ." l\,J - l"f'\ cr-. '-D .,.. .") ';'l l:'-.) ,
. .... ..... . ,
..;. ." , , , ~ cj..."
M , ,.i1 , . (~ ClQ ~ ~ r.:.. I . 1/'0 . ,
....... \\0 ..... . ... ~ ~
!:::! M -
lV1 - rJ
.. ~ '-0 rJ d
... '":l- 0 v- M
.. 00
:l C"1 VI ~ .... tIl f' 0() ~ \11 ~ ~ ., ~ I" 0-- 0--
" 0- f'
z ~ 'j- ";)- {' l' ~ N VI l' -0
...... Ud 000 ':::::: ~ rn 6.t , .,.. C; rI\ '.>0
D ~ t""'I .,.. ..,.
z () l' "'lo... ~ V) M C" :t-- "" l' "<l ~
0 ~ N VJ () t"\ I , N '.II
.. ~ <::I , . . \ . ~ 00 - ':)-
01 <:) N . "" --
a ~ \ \ ~ I.,f) '-Il ~ \J) () Co ~ ":)-. Co I' <Xl
~ ~ ~ ~ ~ - -
;;: \!J '-1 0-. 0- VI ~ ~ ~ .... ~
iii ~ ~ ~ N ~ ~ ~
w ~ ~ ~ ~ ~ 01 ~ ~
u
J
~ ~
.J ..
j oJ . ~ d
w ~ +:-
:l i' \:-
00(
z ~ lei
>- ~ - <;;; -
z . - ;:: .. .. .....
~ - - - - - - ... .....
- ... - - - - -
+ l - :: ;:, , - , -
0
u I!O
-l i ~
L\. ~ ~ cd
\!)
, '.,. ,
::l ~
:i - - ::: - - - - :::' ::: - -
. - - - - - - - .::: =
~ - - .... - - - - :::- - ,-
3 ~
u
Z
~g
..:. ~ tJ d
oO(z ~ ~ ~ E f "'"' c 0
%- D <...!)
"',. \;'J ~ Cl i' 0- tA (j'" <...S> ~ ~
'0 :: N
Oz ~ ~ N
z... .... ..... - ..... N
D -- -
~
..
..
..
~
:>
Z
l:
..
.. :>
.. u
... .. ..
021'"
:> ~
.. Z .
rc ~ u
Si it Sl
-':l
'"
C)o
Zac
ge
-Z
"'III
:.:>
Uz
e-
'"
~
~ -
GW ~
..:>
..z
zw ..
i ~~~5
, M,......cs!IC
_ OO~Q;
" :z:!Zo-:ci
!:i GoCll:
-c"'w:J
W~CCII
~Gl: ~
Z~ ell:
Ow ..
~O ~
o
u
'"
1
::
-
-
~
...
0
;; :\::
~f
S~ .0
-
-
gs -
\U
tiE! - - ... ... - ~ ~
.. .... - ~ '- - .... ... - - "::
- - ~ - - ... ... - "-: - ....
j2 ~ - - -
..
,
~ \11 ::l'o. ~ -.D \J \J ~ ~ ,~ I' " f' t) '"' ~ ~ ....
~ Oq ~ ~ ,.... l' ,.. ~ ~ ~ '6 'Jl 0. 00 :t-
o . . , , 0 . 0-
.. .. . , , ~ ~ ,
-;.. 0<1 60 Co(! ~ 0- rt !(I I
....:> f' ':).. '" 00 ":' R1 <>- ~ .
~o;; N ... "" .... ":' .... .!. I'
..... .... ...... ~ 6:C K
~ -j.. . , IV) ~ <I a ~ '" , -
c:r... '-J M l'v) \'vj """I ~ .... '" ltl'\ ~
.. [V'\ Do d Iv, ~
.. \j\
~ -.J) ").. ,.., l' ....
:> N ~ ~ t>d
z toI) ~ l' \.D l' r:r- () ,.J ..... VI ()o.
0 " ~ & ~ t-'I ~ ..,.. t.ll 0 f' .,. ~ N
z -- t" 0 ... ~ .f)
0 , . 0- 0" 0-.. 00 'J-. ~ ~ ~ <:l .... .....
.. to- , Oa 00 M ~
01 ~ ~ N '-l) "-l) '-l) '-II '-l) '-CI ~ ....
3 ... ~ - ~
~ M "" .... - ('ol ~ '":). ....
~ ! t"\ .... -.. -.. .....
it N 0 ~ M t"l ~ .... ~ ~ ~ N N
5 ~ C 0 .... 0" N '"
.. ~ ~ ~ ~ \j :::s I--
u ~ '-b ~ \tl V) CI)
"
,\-\"
~ '0
. ' -
-f::
.. ..) ~ <:1- ~
,
~ ~ ,~ ~
z < ~ ~
.. ~ -
~ ~ - :;. - - ~ - - li..\ \..
- - - - - - - - - ~
0 - ... - - ~ - - ...
-
u - Cl - ti
~ ><
- Id ... q 0 ~
- C:
~
,
:a '<:
ii t
w
$ - - = = ~ - - - :: - -
- - -
~ - - ::: - .;: - - - - - -
j - - -
u ~
z
0:.0
=fi E) lJ
oCz a <r- - 8 ~ ()
:z:_ <::l (:) 6 ~ 0 () Cl Q 00
"'21 ..,.. VI c 0 I) {; ~
dO <:l <:l a ~ ~ -- .... ~ 0 c:. '<::l 0 0 ~
z15 Ga -.:r- N'I ..::: -- - 00 .... ......
0 --
-
0,-",'
~~
~'"
.\.u
i.o:
g S
5\1) :Ii
:>
Z Z
0 t:
3 -
. ~
! w
.. ..
0 :Ii ..
:> :> ...
.. .. z .
.. ~ :s 8
e ;: ..
~
III
a~
Zac
00
Ill'"
-z
11I11I
llt>
Uz
e-
III
<(
z
'" -
;:.. ~
..::>
..z
z.. ..
z> '"
-!ct. ~~2E
~'r~4 ~~cs<(
.... Oo~Ao
. . %1- .c)
~, ~Q;:GC
~!~~
~DC !!!
z~ Ill:
QIU ~
~o :z:
o
u
~ k
si
.<1
,
Ii ':::::::
~ ..
- - -
...... .. .... - - -
~ - - , ... ~ ~ - - - - - ... -
'::::-- - , ..... , , ~ ..
~ .. - ..
~ -
2
.
I' r-... "- ~ oJ .., ~oO"'\ 1" 'S' 0- <.9
- tj" I' " "- ,.. " ~ M ~ C)(l
<lO '-<) '-0 ;,!) C>o '<:> ~ '-::l ~
0- '-!l \.!) ',J o:r-. , o;r.. , 00
'-II '-,!l , , . ~ , I
\.tl , . ~ "" , M .
.. w .... , I , r" '\l'o M , ..... ~ > .... ""I
..~:> d:. N r-> N N ..... ~ rl '" - ~ .... .... N N ....
go;; '" , ..... . ~ ,
, -- .... - -- N 0:.- , ;)-. . l~ . \ .
~ , ..:... . <;) (j... <:>.... '''1 M -- "l l',l .......
..!... - - .....
~ IT"- ~ "
. Q Iv, \,..,
w t" '-ll
.. I;, ~ - - ";)0.
:Ii './I ~ ..... :::::: 60 f' ~
:> {:i rJ () ~ ~ \,<) "':)..
z 61 "" (/" 0 ~ ":)., :::::- ,J ,- .....
., Cd III t"\ "':r- ~ (ro. ':t- ~ ':)- ~ "::)-.
z :I- ::t' '-0 ~ ',J'I ~ er-
0 ~ ...... '-!l '-0 ~ ..... l"l ""
S 0 ...... ~ l' ~ ~ c., 0... ~ :::r- N
Q " l'.. I' .",.. ~ l"- e; M ~ ~
a '^ 0- -;,.. "j--
';! l" M I'l ~ N N ~ >- ~ ~
;: N I\) {'l N ~
Iii ..: ~ N N .~
w \'l ":t-
u
d 'j ~ (
, v ~ ~ <::
. ,.. ~ ~ :$
-+::: r-~ \.~ ct _0 ~
~ -+-
~ "- ~
~ {i 'J
~ ~ . "1 - ~
0
w ~ "1 c.. '" ~
:Ii L4.'1 ~ \J) ~
. lei
z - \i
.. - - -
,~ - - - - ..
z - .... -- 'lJ - .::: ~ ... - - -S,<
~ - - - ....
~ ~ -,:; - ~ ~ c3 \:
:Ii ::-
8 - <; .~ o;r
4\ \::t .~ C \5,
.\.-\ -<: ~ ... J <$\
~ d )~ 'lJ
4.\ .- ~ ~!
<:t ~
.. < - -
.. ..
iii - - - =- ... ...
Ilo - - ~ " ~ -
w , - - - ..... ::: - - ....
$ - ::: - .. ..... - - - \
.. ~
j '-3
u
z
;;'0
w- E:) .J
-. ~ ~ 0 0 '<::l ~ ~ D 0 C E:::l ell ~ ':r- ()
oCz {) <:) ~
x- ~ c,o ~ ~ a ~ ~ ~ ~ a
":Ii ~ ~ 0 ~ ~
'0 M '-.rl - ...:: t"l 0 <;.0
Oz -
Zw
c
'_....-
,0
...
~
.
i
t. =
.
~\1i :I
"
z
0 l:
u
! .
. "
s w 11:
~ .
.. 0 :I ..
" w " ..
:; ;c z ~
l! 5 ~
II:
(j)
III
0)-
ZIIIl
00
1111-
-z
III...
lll:>
Uz
2-
III
-c
Z
~w !-
,.=>
"'z
z...
z~_~
;QWOX5!"
:.0 Do. ~-
~ OOfD~
.' ...N ~
O:<f sZt:~
<cW"":;)
",~OID
~ac ~
z~ at
0'" ox
~o ~
o
u
-
I
.
"
=
.. ~
0
-
"' . 0
~i ,...;::
-.....;:
Ii \..l..\
- :::- .... - - ~ - -
~ '- -
- - - ... ... -
- ... - - - ...
- ~ - - - ~ ...
~ ... ...
...
2
. W
- '" ,~ ~ l' r- ()o ~ \,j ~ ^
- '0 r- ... \!l ;r- .,... cr- '.jl \l,
'-!:l r-.. - '-.t 0. ~ -0 ~ ... '-0 .J) f' ~ r-
'D ~ . , 0
W W . 0.. ~ 01 ~ , , . M ~ tJ..
...." N ~ <lCl , , . .... ~ . ~ Cl'-
ao;a -;)- ;.... ~ ... N <:) .... I ~ \'> - ~ ... ..... ...... -
N -:-- -:-- " , ,
-. <J.... , , ~ ~ , () tV
:::). . 0 ~
-;r- ~ N ;:,- ('\.. ~ :;;. :::r- .... ::r- IV') l""'I
N -- ..... .....
. VI ~ ~
w " - t/\
. ~ .....
:I IJo-
" "-9 f' ~ " M ;).... -:r- ~ -;,.. V, l\l
z ~ N - \l) ~ ~ <) ':l f'l f' 8:: ~ {' 00 0-
0 u- ~ ,.... cr..... ":).., ..... ~ ..... ~ tlO 00
z ~ N "1 00
0 () ~ <::l ~ .... ..... -. ~ , UI 00
. ;. ....... M 0-.. ~ 'v1 ,.. C<l
~ N ~ "" c \/I ~ ":).., ~ ~
5 - ~ N ~ ~ ~
.... ~ -. t)o ><:;' VI i- N ..... ~
.:;r " "<I I- ~ M -.
;: ~ ~ ~ ~
j; ~ ~ ~ ~ ~ ~ I~ ..:...c ~ ~ ~ G ~
w 'f>
u
;:::T ~
" 14
~
-<:. I~
~ IV" ...
w
:I ( IJ h VI i'
C
z
,. -i
z .... - - - ~ - ~
- :::-
~ - - - - . - - ... - -
~~ ... - - - -
~ :: - ..... ... -
~ - -
u .. .-CJ i~ <:r
.... ~ ~
...
.. ~
~ :s -<!
-
<t:. ~ . 'J
- -
( f "- ~
"' ":;; '~ <
w
ii
w :. ;.. l~ ~ t - - - - ::: - ::: - -
s - - - - - - - -
... - ... - - - - -. ... - - -
3\ ~t..: -:k- ~ t
u ~
z
..0
w-
.c ~ ~
Cz ;::; ~ 4- gl
%- ~ 6: <.....! ~ ~ \p 0
"':I ...n \r ~ ~ <:) 0 c
'0 c 52
Oz t'-l I~ - ...... ~ !2 <:l <:)
Zw ..... -- - --I
Q
'--'
:\::
.. . 0
.. ~
s~
i
g. =:
z ..
::l ~
z i
S r:
3 .:;
.. w U
. .. II!!I III
:; 0 ~ :
~ ~ i ~
\'
lit
&:I)-
Za:
ge
-Z
IIlIU
:.:>
Uz
e-
III
0(
~
~IU 0
>" 00
"'z "
z~ ..
z~_~
;$ ~"8~
~ oo;r::~
......:i :Z:z,-o
-~, !:l1Ua.ac
~~~~
~DC ~
z~ DC
o~ ..
}o ~
o
u
"
.
t
.
.
~
:
.
.. 1::
0
- Q
...
~i '-
::::::
Ii UJ
4E. , ~ - , .... -
... , -
... , ... ... ..... ,
.... , ...
!a . - , ... .... - ...
... ..... .... - - ,
ill .... ... - - .... ...
..
~ j'!l ('0. -. \0 - 0-- :r ~ ~ ::-- :)... ~ ~ v, c.-, VI
\" ~ '..:l OIl
'" '0() \l) \j) .,... y, ''() r- ('0. ':lq 00
... ... . , , . , ~ . ..:a . I , N"I
c:: . R:l r\::\ .... ,
"~::l () ~ 'll I'. , .... '" .,.. M ,.., ...
"0'" ...... - .... .."...
N ':' "- ~ ~ .. - N ... ,
c ~ :-- , , N .... "J
t\:l , ~ , ~ "-\ ~ . ,:."
~'l '" '" '" './1 M ~ M . '" '"
...... ... ..... .... v.... ...... ~ ~ - .....
.. I
... J ~
.. f; ~ ~ n
~ ~ ~ J ~ \,Il U ""
::l l") ... ....... C<J
z Gd .... ... tel f' VI ~ r-.
.. ~ I' 0- 'vi V, \l' Cd cJ(J M l' >... ~ M
z N ~ ~ IV" ..,... ("l \Xl ~ ~ VI
S ":). ~ 0'-. ~ l") ~ M
-. .;: ~ '..0 ~ I' ":l-. ~ \roo.
.;; ::... 0"- ... I)(] 00 ~ 00-
S ~ ..;;. 00 lit 1\1 r~ t:\1 N '-D I' N N N
Ii: ~ ~ ( f'. :t IV) () ~ (', \1\ ~ N 0... 00- lJ"
Iii LL u.. N ~ \..l \. \J 'C ...... ~ 0... ':Il
~ I'^l \J
u 0<
l ~
~
....() ~
~ ""'-.J
... - ~
~ ~ .~ ~
z
..
z ,~
~ ~ - ... - -
- - - - .... - <
:f ... .... ... - - - - -
( ... ~ - - ... - .... ... -
0 ... -
u 1 ...
I~ ~ ,
~ ~ !
". -.,.
'" ~
...
Oi - 3
~ - - - -
s .... = - ... ::: :: - - , - - - - -
J ... ... :::. - ... , ::
3 - -
u i
z
;;"0 Q 9
...- 0
.... \)
..0( 0
"':!: ~ - ~ 0 ~ \", :r- ~ ~ ~~ ! El
"':f ...... ....... ...... ~ oj <:)
'0 <;:,
Oz ~ ~ I'l\ f' N ~
Zw - \:'oJ V,
c
..;.:
v
In Re:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: NO. 1996-00462
ESTATE OF
EDITH M. ELLIOIT, deceased
DISCLAIMER OF INTEREST IN ESTATE
BY nns INSTRUMENT, executed on September 10 ,1996, S. JAMES EUI017',
lV, now of 2732 NW Thunnan Street, Portland, Oregon (the "Disclaimant"), hereby renounces
all of his interest, either directly or indirectly, in the Estate of Edith M. Elliott, deceased, except
for (i) his entitlement to tangible personal property of the Estate, and (ii) One Hundred Thousand
Dollars ($100.000,00) of his entitlement to the residue of the Estate, Jennifer L. Elliott, the
Executrix of the Estate, joins in this Disclaimer for the purpose of acknowledging this
Disclaimer and her receipt of a signed copy of this Disclaimer.
Backeround
1. Edith M, Elliott (the "Decedent") died on May 22, 1996, residing at 7 Country
Club Place, Camp Hill, Cumberland County, Pennsylvania.
2, The Decedent's Will, dated September 25, 1995 (the "Will"), was admitted to
probate on June 12, 1996 with the Register of Wills of Cumberland County, Pennsylvania, who
issued Letters Testamentary in the Estate to Jennifer L. Elliott under No, 1996-00462,
3, The Will, in Article Two(a) distributes the tangible personal property as follows:
"Distribution to Children, I give and bequeath all of my tangible
personal property .., to my Children who survive me in such
shares of substantially equal value .,,"
The Will, furthennore, in Article Five (a), distributes the residue of the Estate as
follows:
"Distribution to Children/Issue. My entire Residuary Estate shall
be distributed, outright and free of trost, in equal shares to my
children who survive me and to the issue of each of my children
who does not survive me leaving issue who survives me, "
4, The Decedent was survived by three children, namely Geoffrey B, Elliott, Jennifer
L, Elliott, and S, James Elliott, IV, the Disclaimant herein, The Disclaimant therefore is
entitled to a one-third share of the tangible personal property and a one-third interest. either
directly or indirectly, in the residue of the Estate,
,.-,
Provisions
THEREFORE, in accordance with the forcgoing, and intcnding to be legally bound
hereby, the Disclaimant has executed this Disclaimer as a frcc, voluntary and knowing act,
agreeing as follows:
1. Disclaimer, Disclaimant hereby disclaims all of his interest, either directly or
indirectly, in the Estate of Edith M. Elliott, deceased, except' for (i) his entitlement to the
Estate's tangible personal property of the Estate, and (ii) One Hundred Thousand Dollars
($100,000,00) of his interest in the residue of the Estate.
2. Effective Date and Applicable Law. This Disclaimer shall be effective as of the date
of death, May 22. 1996, The Disclaimer is being made under the provisions of Section 6201
!;to ~" of the Probate, Estates and Fiduciaries Code of the Commonwealth of Pennsylvania,
and is meant and intended to be effective under Section 2518 of the Internal Revenue Code, It
is the intention of the undersigned that this Disclaimer be effective for all purposes under said
Code. The within Disclaimer is an irrevocable and an unqualified refusal to accept the right,
title or interest disclaimed. By signing below the Executrix accepts and acknowledges this
Disclaimer and confirms that same has been delivered to her, All parties heret(. admit and
acknowledge that Disclaimant has not accepted any rights, interest or benefits which are
disclaimed hereunder,
IN WITNESS WHEREOF, and intending to be legally bound hp.rcb)'. this Disclaimer has
been executed the day and year first above written,
Witness:
~/
/
/1
......,,/.
<-',
I
l
....I..!
,.'j,' :;:;~
'>-'f././~ \~'
S.'JAMES ELLlOTI, IV
(Seal)
Witness:
Exhibit B
.......
..., ,.",',._.., .../"..... "", aI''',,,, <V r'\
,.......
',f_'j I
,
1
.
!
,
" .
,
..
j
l.r \
J
,
:,1 I
"
(~
..
;~
"
-~ ~
I ,
t,
'.
"
',f
"
" I
"
.'~
, APPRAISAL OF REAL PROPERTY I
t~ i
t
: ~ LOCATED AT:
~.l I
i' 7 Country Club Place East i
,)
(i See attached deed
d C8Ilp Hill I
;~
"
,; FOR: 1
I( McNees, Wallace end Nurick I
" 100 Pine Street, Harrisburg, PA 17101 !
c,
,
, !
,
i
.' 1
I; AS OF:
~ 5/22/96 ~
'I
J
" \
.'
" BY: 1
~: George C, Clauser I SRA
~~
,','_.;i.L".'-"',
>>
.
...~.~~:."...__......_"._.J
'"T'D11L.1CIPMII......"'.II........... lllOOtUUUl
r-,,~!.!1!' Clnu6t!r ~ 5umllr;'uy Hnp'Jrt
.~-. _...,.... UNIFORM RESIDENTlAL APPRT 'L REPORT ,". '0. 6-"0.411-0.
~......_.) -"\lIl~Q' .,Iul> I'loce ~:an~ ... l~CaI111lli....,. .......I.!L 00""" 1'1011. __U'_
~ r~~~..,:<"61 c~~ci~~ ~, ,.....~.~. Fll\t:;';;I;i~~~~;~~n,~ ~;~,~:~~~[':;~~;;.~~.:--=
.. ~.... iXi'M...... I 11,.......-. .......--;::-IIP'lJO Cor_._...urw'-l 140" ...
.
C ~~_~~N_ BcvcrlY..l)ark ...,,,-~..OL20JO~O_O~6___t.l-~-'~ l04.~13240
T ~~~---1Y\___ _ c.__..... W\____ (1oo."..........~,,~...."~...........~.,...p.ol~~.NFL__._---- - -----
~. !O"!"___W,lIl)Co. W~llQce ,ruxlllurlck MMO 100 pine Strr.qt, lIi1rrlowr9! ~A.17IQL7- u,. ,---
. ...... rm~ c. Clnur,r.r . M"M )920 1o\1r)t'.nt !itrN~t mn IIU I PA l1nll
I ..._ 7. ..... ~....- _..... '''''om''''' .,"'~ I.mll, .....,... ......, """ ... " u.. ... '':'"1'
; ...'" A ar..-lt, ~ ft.,... _ \.h*J1.. _~uplntr~~ ~~. r>-..w, _1~_ ti]......, UlNfr
.. o-f'o'" ....,., ..... __ 10-... __05_L-.---1_ ........., ~- 0..,.....
................ ...,..... IlItIII ~ ~ ,....... ~O_"t'.J~......fa,09Iy J__ ,..
~ :x.,..... ~"..... ~ 0veI...wr V......IO'..,1,41-tf"1dGm1N1l1lii{l. C--' JQ
...._.... u..w'_ IYI,._ 0...._ ".........1 ,",1;. -165 v~RQnt ,;..-
NotI: ". and lht rKwl compotlUon 01 the M~hbofhoOd It'f not .ppn....IIICtOfL .
_ _.. _ ThlLQJll;>j~elghbQrh99<lSQll'liGt~L.9Ll;4J]pJU1Ul9t9\l"" .""
,. m,rro.m:Iincl mmW~G.-CMPjI11u=..QLO.llJt1lID~ntY".l'A.
,..............,.........................",. ~..............,.,................-......"..... .,..,........ b ~.~I
. ~~y belJ)9..~u=toLlllOll9_~U.1l:llL~ntn'Sl\lb.l'lQ.~UUn.J;h.
~"".u=~PMl\.JIlm>iIJg,J~!L!'lT.U;h\l~ts!;I
within 2 mll~.lMll~t..J\lllJllt'lil;!LI!hm>~l@l9-Q.tSMP "'~.
~'.,r .~.. _ __ lY.JJnlll'll~. 11c school students ot~JlUl o:rhnnl
~~t fent~ are loooto::l ~ulm!l,S!!lJp.)lill ord ~~
............. ".........,...,........,..,..... ~..... ......---..... ,...............,.............................~..... """'.....
....................."...~~.....,..............................---.ICI: ." -.
Market COrrlitiO~~~ghl;lQ~~e@."'U ......- ",,'h 1~.
l~!L~I~ks hove b!!en mxler...lv
l~lL2LYl. orious styles ore. fOUHlJ,eWl.:-hln ,~,,;;~
..Q;llllStition with the subicct, 'I\Illic;o~S~!\Urw'..Iti- ~~.
, 1-3' nnlnt. 8-9\ nort~"" interest rates for ii;;- to 30-;;;;;;:;;:
_, ProJtd anlonuUon lor PUO. (I ~l.. '-.. .~~"................ o-rl ~w. ftOA,lt TIT" U- NA
D _____...__ --1JlI.- _._,,-__"_h"__ NA
~____I"d_"""""'" NA
.\ ~ 66, 6 0 '''''''
....... .L2lLfKlL ft. c:.a.-Ul U"" l.XJ... 11m
~ __--....:j;J.....~ ~sjdentiol District ....
"',.............. [i]u,.I ae-.__....':!1ICl<vdI.-;......M.1 0..,.."-0........ er.....,.
~,_I_ _,...,_.......... ~_ I tOt..-_I..... v..
i UtU.u. ~ Ot..- on..<<. Improv,",,,,ta T", ~ ~" ~
.l bcI'tIlJ ''''''' ~dam IYI ~ ~..,~
I Goo """"'" ~te IXI r- ..........- 'Of'reco"" cr'"
w_ ...... COncrete Ix I- JOIA&fIcIIl,.,HIIMII...... P~;-/~~
.,J a.-,.... .""" ~ Jng\,IPescent I Y r- ,tuA z- C ~-~
___ 1_ Wt'lne I rDIA"",,,, .4,01;1i.7000'R
I ~~~~-.:_-::::::;-~,::-;:..:~"':.:-in.r':;-;;:;;''''''''~I .-- -
I ~t...... Bhn,"" ord nl..t''''''', coUn'~ Club lace i. 0 on';:--' eartwSv no~rd,
OIJ'(IMLOUCIllmCl't_ lJ:TPIOftDC1C1W"fO\I f'O..N)ATlCtt .
.... tflw. nno '-NIWl ...
........... rn:.r..' 1.-."'''' ~-- 9-
,.,..lOIUMI ,......... ~
OMlP'lJllw'lI ~- ~,~ ..,...""'" tJn
, _.'. I F;;Ist:i;;: _'''' ~l~~ --0 ~dence
; ",,""1 ~n../_ ._-.-. ~a~......... i;i;:; ~-~r:;c;
.' iPId'"I'" rr...l 20 ..~Hou" No ~...- No evidence
tICOfI lM'w !l.- CWI -,-."", I'.c."'" ~. 'fl'.... -~
.-
-,
-.
~.;.
lNM''''''
<:;;;i'
~:: ::<<' fE1'
~ rnnt""T"e.."'.....
o......lrrt'r -).In _
....
-.."
6531
3Rl
s
1
,.
,.
.,
1
'I
,
1841I4W'1r..1e1~"""
Y ::'00
x
fWNoII"'.__-;;"'~ 7 """"'.: 3 ~'l: 1.5 ..fill.
ft tnllllOfl .......~ "lAtJiO HotAir. lllft:)llN 1O.P.oo\Ame NoItHmU,
; :: ar:..tP.qn r;U"_:: ~::::: :: ~ =-1;' x 15
T~ hYi ~' (,ordIgrI DilIOl*I 0019'. 0tdI
Idl..... ClXOfCI ~ IaIlII ~
."'w..... c.w-til .leD- ~ ;Z... ~
fo.'ll ::;-0hI ~~....... ,..
t I Kitchen Fl: VInvl A~,"- Gocd .,-- --
III ~':::::--""-~~~L d ~lUW"'rn to ~
~Atll1n .reI
1X.~e..._---=-"""'l-:.. .....~_.1>.LoI_...,.....':~~".~..,.,./'INdIf".,..,tl~._-A&...~R.: rn;:,o
I .....,. .....".~ ._ <.l. w.t~~.J>l1ysiCQI - d~on due to 0""
~'cl\S ord ceUiOO-Pll.~QL~1 - none. ~- -
~y_tl;.-,'velo::l bv-Il8".'
u-. ~...... ttud'lM w.....-.. "....,...,........ _..-.... IC-I....... "'.. ~ '" ...IN._"..............",....
, __~, Il9n'Llln~S1rnl.~V~.lllL~ to det~~~-'
.' -~.te certification B\lcxiesto::l, wed base Mint disclosure rccrnrncrdo::l.
.....
.-
---
.--
.....
--
-....
~
,_....~ICIDo'...,
,...,.....,....70 H1
"'OTAl..~~",.'-...,...-eI<<lO-~1
'AOl I~I
UNIFORM RESIOENTlAL APPRA
.. REPORT
SurnMrY Fil!JOrt
,,~No. 6_1224R-2
11"....."0 1111 ~N.UI . . ____.J~,.9QQ.
u,....uUt "IHlOOUC~ co" Hrw()f' ..,N)Wl)oIonl
~ ..... 1&!L-- .. ~ .._6~,00_ ,,___\19._665,
~,~__"~ .._).j~Q9_' _._9,.\42.
Gomm''''' Oft CoI' 'W01th IMldl n. IOUI'Ce 01 COlI n\rl'llll, 1111
....Ut. IqUIlI loot """labOn ,nd tor INO. VA II'd F'rNtA. '"
.'limalitd "mlil\itlg tcOF1OI1\1C "I. 01 M propertY): fp,l~~qt_
_C<>t!tS.-:-j'><l(llh!lU V.lUllt!(_m_~ro-"!L.,p-
J.oc;aU:Q!1t~a<;!:9fS
".IUIIIIon IoICIIon
-------
-::
j;~J""~_.!LrlTh'!in!rIJ.$9J1Q:1li0J~"yUM--
~JUng is 30 vBll1:s.
Gwt..~ _ k"' .. ~--- .
, ,..r..w-....CN.... .,=J2_~I.9_91
" u. ......... ~ 1.-.1
_... .-2L~-"~ I 6,];JlO." 5Ml23
~....................... .,_19J76J
.,.............~......... .1 lJOOO
INDICA-nO YALut 8Y COlT ",,"OACH .. 106 184
rrtW I IIl.,IU't1 I COW,,uuJlll NO t C(:Jol,AAA8l1 NO I
1 =uy Club place 13 eountry Club Pi. 10 =uy Club Pi.
_ =j!i,11 ~ll r_ lIill
I-;.......~_. """" block SlIll\I'! block
...._ 1 1 991iiliJ, 1
_"'..... . 1 76,69' ~I 60 82 ·
...._ Inspection aML & CoUrt HoUs. ow. & ecurt HoUse
.......IDfl...
v.tI.UIAMJllWonl ~SC"lf'I"Dl ot~ ~i.JP";"
.......-. conventional
"""""'" 211Xlo\
...._ 3 96
_... ver;a.-r;;:;;81
~_ Fee slnn'e IFeo Slnnle
...
-
I_";~"
0.;-_._
r.:.
.:3.000
CON"~ NO s
2920 OlestIlut St.
~ IIill
1 blocks
112,000
107,00
. 86.1~'
CPML , ecurt """"e
DtlG"'mc:H ~.~
coiiVontional
~9 101
6
~
eo SInn'.
OlICAI~ ~
conventional
102 IXlo\
6196
s;;MiIOr
co 5i"Dle
'"".1
wr""" ,""',., ,.,.1 ;;;',.1
~",.v 2 st:i].V sto"' stQ'"
ver"oo ""a! ;:;ual =.1
o+T- ~o+ 5 + 50+'-
~ <;;;;;"rior _2,000 s.merior -2 000 s;r;;~F
ToW _ .... ,... -::: .... T .... T... ...... ....
7 3 i.5 1 3 1:' 6 3'- +I,~OO 6 3 1 ~
18'1"~ I,300..~ +5410 I324"~ +~I70 1300"~ +',410
~~~torage ~rago I ~~,:i""age ~rago
'AverAOe ~l rc;;.'''l _81
I c....IO\ OFAiWlrd:1,o! +2 000 I 0Fll1Wind<!!! +2 000 GFA/Cl\
lllS\!lation r,:;;;;-el rF~,,,I ",",,,,
Non. 1 car attach _4.000 1 car attach -4 000 1 car atteC' -4 000
_".._ patio. Inferior +500 =Inferlior +500 I su~ior -500
~I_,.. FlrP01.ce """al I"",,,,,
Y _,..... I NA lorida!lOCl!! -4 ,000 1 Fe~ce - 000
~ . .. 20908" 170M".ijijO
.......... -
~~_ . 97 610 . 107 170 · 102 910
';I_~ ~:~_<;~;;';~:.;:~i:,tit"e..~':;.;hlx>rhoQ:! erd ~~~ :;~~
ies l\d;uonnentiW@re based'"' narket oxt:rac;tlon and/or...J"'Ymmt. '1be In<: ca."" value
the alXl'1!!. ",.Id "'" erd!! f""" 097 610 to 0101-:\70 1;;elrcllcatorl value- I.
, I ..... _tad to ba .t the I"""r erd Of the vaIue-,;.,.....,..vI at-'96 000 Wi."-- ..........tost .ie'..mt- ",,""'e
1
-3 000
::1:000
...-
--
-- ....
-'" -
p ......-''''''''
ft........-cn-
l~
. ..
-;:;:-,.... .......
..
-3 000
.....
-
C(lII'-.rUJll.l!toIO.t
(;OW,JAUll,f NO .
CON'~NO I
..., _..... NA NIl NA NA
aow-.b..........
......--tA~
, -....-..-. ..,--.-...-..-.. ..................... _...-.--~.........-
, I",,, sul:!;QCt -,s a v.""~t 2-story ~lJ!!tg with off-str'l..t oar1dlio. "" ~i""-;;;"es
, is =ntlv listed for s.ale .t S102 , ~oo. I>3te of i.;;;ooctlOO 1/3/97.
'N.'C~"'. V~LU' BY S~LU CO"P~RlSOH ~PPR.~CN 1 ~6.00Q
IHDIC~"'.V~lU'BYINCD.'~PPR.~CH.-' _,..._-. NIl ...,--- NII.I NIl
. ...._._ - W ".. IXI_...--.---.--- T I -.~........-.~-
, _._ sub;oct. ~ satisfacto"' teITl\ite erd red<m certificatiOn!! .....h..,..,rai.ed va'ue
" baaed "" cl~t results. I"m'ffici.nt-rrarl<el; data wall avallable to oroc;:ess....---
~I _";-"':'~' M""""ch, '1b. cost l\rorO!lch is consigored and used as a CheCk for this sal erd
I tvDicallV s.ts the iml,t of valu., "". sales ~u.o-- c. IS d t r. e
I ..vI niven nreotest welnht,
...-..... -...-, ..---... ............-.....-........ --....--.....
_...-.....-.............--WK-----.-- · --
1(W!)IIm...T1!TlI...~RKETV~LUI,~SD'"HI.,OFTlI.R..LPR.P.Rt'lTlI~TISTlII.U8J.CT.'TlIISR'PORT,A..' 5122 '"6
(WHtCHIITMmDFIN~rNDnlIEFFECT1VIDATEOFTHISREpOAnTO ~ooo
~ ~.pRAl"R' ('" SUP.AVlS APPAAlS.A LY IAIO),_
!""'" _ \J' _.... ..f. "".. 0.....
._ Cad s. 1\IY;l. n _Goo c,.."'I'ouser --
"1....__ JanuarY 15, 1997 ~ ...-- JanU='5 lQ97
f,\l......-.... l\S..ll!;~t to the l\DPl'81s.rl.. ......--, C.AOOOZ'Y ,.;Da
.~ ......-' ... ()ol"'-' ...
...... .... ...... ....
,........,.... "O.u
""l'OTJJ..IIJC"................-.....,a:::o-Al,NIIOOI
"M)t I Of' I
"""
PHOTOGRAPH ADDENDUM
90''0.,,'0.1'11
~~ptrtl-!;d.JI~'-'-. 7Countr;j Clu.b_-J~lnce Ennt
"",_CMp_1I11), . _, Cou,~ lli'lt.".,rllllld
lei1d" MCNcC!!r2-''! lJ~co and Uurick
_ fillllt PA
l;c.;;~:_EO)l::':: ..
SUIlJEt'l' - F1llNr
---------------------
SUIlJEt'l' - REAR
---------------------
SUIlJEt'l' - 5'rnEET
---------------------
-.. ...,,-..v.' fi ~,I'"")
i
29'
1
BASEMENT
CALCULATIONS
1st Floor
29' x 32'6" = 943 sq Ft
2nd Floor
29' x 22'6" = 653 Sq Ft
10' x 24'6" = 245
Total 696 Sq Ft
Total Living Area = 1,841 sq Ft
Basement
29' x 22'6"
Patio ;
I
12' x 15 '1
=
653 Sq Ft
=
180 Sq Ft
. Elliott Residence
!
71 Country Club Place
,
I
I
!
Camp Hill, PA
1 BR"-B~B Jc C r
T ~~--' I ~ BR t'
..__,.,__ C ;-1 0 4
~22'6"~"4'6"
2nd Floor
~15'-+
i
1 2 ' Pa tio
'"
r -::-rKI'r~
29'
1 FR
LR
.-.1
< 33'6" )
1st Floor
East
-,
,
.rcoauo.orm.otJHf
IUOIlOUI0' OUDI
ClIlllULUDC"Ylllr
XII. ~4 ",,"UU,..
..'I:I:tll)II'U: 11I::.:II-T.II....'ltr'
Mil IljljfH 'N
I~'-;( mJ~!~li~~~~~nturf,
TAli..."., ,\"'",1/1"..11111 ,utlI seventy-four (1974)
1llUlll' lilhl'
1"'Ior,,1oI,.,!lIl1rlilrolO,,,
, '
-
l!lrlwrrn TIIOKAS II, KAIN, III, and HAny ~, KAlil, hh wife, of the
City of Harrl.burg, Dauphin County, Ponnaylvanla, partlel ot the
tirat part,
A!!!!
EDITH H. ELLIOTT, 51nl)la Woman, ot Camp lUll, CWlIberlancS
County, Penn8ylvanla, party
"/ tI.. 'ff""" 1""', mUllraorlh UNI U,," ...i., /-"'le8 "I'''' lill' #"Jrl./'" ",ul h, ,,,,,IiJ,,.,,,,,,,
o/'lt....../ Thirty Five ThoU!land ($35,000.00)------------_____________
V,II."., I,nr/,,' fflll"'"' II} II" t:lljllll,~',,'" ../.1....,;101. ".,." ....II I'.." ,.,,01 6, 'Ar ,,,1.1 1"".' Y III Ill'
.tn/"II 11U" '" ,lr: """ pol" lei "'I tAr Jill' 1"4", "' lUll' ..../ur' ,It, ....u", M..II lid".,.,., "I lb.,
"nnll", Ih 'r";~' 'f"""'I'f A.'nl.,tl,"btml.,/:/f',I, have
"u,nI, k,gal"rll, .v''', .liuuJ, '"/1/,../1''', .rl"n"".lullrr,vrll 1,,"ll.vlll'rlOlI" ~H" ., rAflf ,.'fI'lIh "It
,ru"'1 Lot'Y'llll. '''''. "/irll, ",1".1/, ""/uI."nllnrv...,,.II ('Im/inll WH'" lAr .."I" 1"'" Y 1./
'l, frwlMl ,.", hor 1...1,. ""., ""'VII.,
~Il THAT CERTAIII lot or piece of 9round t0gether with the two and,
one-half atory brick arid frame dwellin9 house erected thereon, bein9
all of tot No.7, Block '.W., on Plan of Lots of .Beverly Park,. Camp
HU1, Pennsylvania, Which phn is recorded in the Recordar'. Office
in And for Cumberland County in Plan Dook 3, Page 19, .ituate in the
"Borough of Camp 11111, Cumberland County, Pennsylvania, bounded and
de.crlbed al fullows, to wlt1
BECINNING at 4 polnt on th~ oastern sido or Country Club Place, .aid
point being the division line between LotI Nos. 6 and 7, Block "W. on
plAn of lots heroinboCore mentioned, thenco 4lon9 the louthern line of
Lot No.6, Block .W. South 61 dagrees 4S minutes East, 120 feet to the
wostern rightM~f.way line of Pennsylvania Routo No. 11 Bypasl' thence
along the .ama in a southwar~ direction by a curve having a radius of
1,196.28 foet, 60 Ceot to the northern line of Lot NO.8; Block .W.,
thence along .aid lot North 64 dogreos 37 minutes West, 120 feet to
the eastern Bide oC Country Club Placel t.hence along laid Country
Club Place in a'northward direction by a curve having a radiuI of
1,316.28 feet, 66.2 feet to a point, tho place of BEGItlNINC..
The .aid premisos ara sold and conveyed subject nevertheless to certain
reltrictions mentioned In ^gracmont d~tod Septanwer 17, 1941, in Hilc.
Book Vol. 74, rag. )JO,
/;u,q:.!5 ,',1,[ 905
--~-.'
~
DElHG tho .0"" pro,...oo. which John .;. Schiro "n" /I"urlno h, SChiro,
hi. wll.. by tholr Oeod datod tho 2(th day 01 JUly. 197J, and
,"cordod In tho Oltlco tor tho nocor~ln. 01 Oeed. In nod lor Cu","
borhnd County, rennoYbanla. In Oeed Doo~ '/1'. Volumo 25, ra.e
289, .r41lted and Con"eyed Unto Thom.. /I, Kaln, III. and Mary 0,
X.ln. hl. Wlt., tho p.rtl.o ot tho tlr.t part hereto,
.---......
.-,
'2 /' .
c~ '/..8 ::
School 0;.,. C",rnb. Co., P.n
1"1 CC':',"':"d'''::/.all OF P:.::-:"I~\'.s.~.I, =
C,.,' ,j ,':'~I Olllrt!.r/.; .::
:i;::~" ...."" @~ 50, 0 ~~
U'jU' ;::
"'"1' ~J!dtl
Cumbo Co., P..
~1..I'I'.I""."tlt.. .
, '/7' 7. (7$''''
0". .~...... ..~.,~
LZ! .~I<
c..q,.-..c.l...... 1
.:J
,..---. illll!J'ttlr'rr v1t6.1t ..~ """,,,, ", ''''M",.. 6,'."/io..w.,, ..d .,'"...,..."" ,. ", "M,
6,/..".,,, I. ..,otI.. -'P",.,./"" ..d "",,,,,/,,, ..d h"..'...., "...,.,/" ..d "...1.'""
""". I..".. ..~ pro!l,. "",./; .\nb .1.. ./1 ", """, ."", 11",. "'''''', '."""" '/"M
..~ d,....J w..,..".... II" I. /.w ..d ""," ./ lA, ..", '''''1.. ../ lA, /'''' ""', ./, /., ,.
.r".,./ '''1' ..r" """".,.,.1I1,,'rrrrN ,,,,,,.,,.,, 1""",1 '''rrre,
IDa qaup anil to 1'0111 ", 'old ,,,...,..., w,,, .11....' "",,,,,, lA, .N"""..".. ..,.
"".14 ,.." Y ./ ,,"....J "'''. her .,;.. II" '''''''". ..,/ /'.. lA, ..'."..p"
'or ..J ....//./ /I, "'J,.." Y ./ lA, .".....//..." her .".. ... ."""
/0,.".".,
Anil
...----...
rile NAill partios ot tho fJrBt part, their
6".., II....,... ... ....'.,,'..'.... d. 1" ",.. ,........, '"...,..",..,., ..d .,,,. ,. Old
w1r6 lA, ..,. ,.... Y ./ '" ""'''//''', her ..,.. ...,
'''''.'''''' thoy /1,..,,/ porUeo ot tho Unt port, thdr
6,/" ." ..d oI'g".. ", 6..,JII..".,. ..J p".d.., .",;""... """"", ".., ,...,"'., "''''''''''',
..d 1"'.~n1.. "1,. ""6 ."'''''''''''''' ".,.. lA, ..", ,.., Y ./ ". .......,/.", h.r
6"" ... ...,...,...,.., ", .",./,." 1.. ./ lA, /i.., "'" ... thol r "~'"~ ..J ....." ."
..J ...., ."" ,..".. ., "'".... .....".."..., /'~/'''' "./"", ... ,. ..,.... lA, ...., ., .., ,.."
'6,,,,,/, - "'''..'/ will, '. ".../........, 1I',llo'II,',\'T .<.1'" ran.
I:I'I:R/IJ:I'I:.\'/I
'..
3Jn mllijPBB m1lrrrof
"'hilt'.,,' their ".,,_
"!':AN, UnlIt''' .lIt' Lltlh"N"
1/ ,. 'h, I'....."'.::. (J
~-w-~..,....,..
-,.._-~-?l.~_,.........",,_,..,:..,.
.........---..---..-........................-
.....--..----..-...................-..........
--..-----..-........,...............
..-..-...-..--.....-................... ...
~:U(q25 lICE 906
"', ."iot,.,,-, J08 1//''''' II,,, par' have/Y'I
",111.,.",. '''r.I.,!!""., """11,., ,.""",. """,.,
~....,..:::"..?.1Z~~_.. /H,W.,
Tho~lS M. Katn, III
.........-....'.......'....r..'..';:;;o:'...,...-,..... /,'r.A t,
;.;~~.DI:1KiiIq,.....h..~&...,..... 'H':At,
........-................................-.....-................. fR1.'AL,
-....................................................-.............IItI.'.iL,
........................................................................ ,HI.'.i/,.,
......................................................................... '11'.''''''.
.................................................-....-........... 'IOI....."L.
...........-...........................'.:.....................-...... fH,.'..,.)
.-........................................-...............-.... 'If'.....,.'
....--.....................................-......-........... I HtA I.,
fRI.'AI.1
.................................................................--.
"
'. '-. -.'.-
I
-
.._,-__J
I
j
l
r
.~
. ,
---
OorrOlflo.',{:I..'11
P.!~;':;~d;.U." '1 CO'JZltry
C'L~Hill
lend., McNees, 'h'alJacc
PHOTOGRAPH ADDENDUM
ci'tiliuP1accEa'si '.-
. eou'l'Y, .~rlariCr
and Nurick
Ph.
51'1.
1f! Code
17,0 lc:.:~=
---
~.
'-'
----
,"
-
a:MPAAABIE II
---------------------
13 Country Club PI,
Canp Hill
a:MPAAABIE 12
---------------------
10 Country Club PI.
Canp Hill
a:MPJ\R.l\!lU; 13
---------------------
2920 Chestnut St,
Canp Hill
I...:::..
\
\
~.
."
~
.
\.
.. .:. \.
'\ 'l'l~ 't\
t ,-'\I '.
""', "', \.
" ,"
"""
0"-'
~
I
/
..
/
."
.'
I-~
... ,,(,,';0
",... ~'"
.. 0 tf\
.f" ~ ';I)
- . ,,'~
, .\~
.o~ \~
~ ,
J
J
.
io
/"
.....,
,"
"!
,
~
,
01 ~:.!s
;.~~~
11'''''- _', ...-,1
,f
-'
--'
.'
;-/-
o w
oJ, ;
../,'
"
",tOll-
I
,.
-
~"
'I
. --
,-..,
"",,
PURPOSE AND FUNCTION ,OF APPRAISAL
Th. purpo.. of the .ppral.al 1. to ..t1..t. the .ark.t valu.
of the .ubl.ot prop.rty .. daf1n.d h.r.ln. Th. funot10n of the
appra1..1 1. to a..l.t the abo...n..ed l.nd.r 1n ..elu.t1ng the
.ubl.ot prop.rty for l.ndlng purpo...' Thl. 1. not a f.d.r.lly
related trans.ction.
EXTENT OF APPRAISAL PROCESS OR SCOPE OF THE APPRAISAL
Th. .ppral.al 1. ba..d on the lnfor.at10n gath.red by the
appraiser from public records, other identified lourCI',
1n.p.ct10n of the .ubj.ct prop.rty and n.1ghborhood, and
..1.ct10n of co.parabl. .ale. wlthln the .ubjeot .ark.t area.
Th. or1g1nal .ouro. of the oo.parabl.. 1. .hown 1n the Data
Sourc. ..ot10n of the .ark.t gr1d, along wlth the .ourco of
confirm.tion, 11 available. The original lourel 11 presented
first. The sources and data are considered reliable. When
conflicting information WIS provided, the source dee..d .Olt
reliable has been used. Data believed to be unreliable WIS not
included 1n the report, nor used as a bas!s for the value
concludon.
- -,
,n
I
~p"RAnAL ~O[l~OUt.l
SNC1AL CONDItiONS
Th. rollo_lng ch.c:....d U.., an ,pfeifle ,plcul condttlona Ihlt ..r. Identlll.d by till' ,pprllur during the
tnlplCllon of thl lubllet proptrt'll th. co.parablt ..1"t Ind th.lr n.tgtJborhoodl Ind loe.tlon..
I,
-L 2,
3,
4,
.,
-L a.
.,
10.
II,
12,
_'3.
_'4.
-L'a.
_'I.
--L.. 10,
_It.
_'2.
_23,
_'4.
_2S.
-".
27.
-L 21.
--L.. 2.,
....!- 30.
a,
7,
Th. lubl'ct it 10cll1d In I rurlt .".. Ind II leu th,n :I~' bullt.uP. lhtl condition II typlCl1 Ind
couon tor th, I"" and DOES NOT .thet thl ..r~.t vllu..
Co...reUl uln .r. loc.l.d _!thin thl tubl"ct'. neighborhood. Thl" U"" ar. ('IPlc.t of li.U.r
n.lghborhoodl .nd 00[5 NOT .ft.ct th. ..rk.t v.lu',
Induurlal uu. ar. loc.ltd .Uhln thl lubllet" netghborhoOIl. The pr.unc. or lndultrlll u.", ..
typical for the ndghborhood Ind DOES NOT .Ulet the ..rltltt valu"
v.c.nt .nd und,\I.loP.d hnd UII' .r. loc.ttd _Uhln the .ublttt" ntlghborhood. Th.II u,n .r.
typlc.l for the .r.. and DO NOT aff.et the .ark.t v.lu',
Th. pr.do.ln.nt value In the n.lghborhood 11 hat th,n th.t of the IIrk.t v.lu. of the subJ.ct
prop.rty. Thil condiUon 11 due to the ,uperlor qu.llUU of the ,,,bl.ct property II dnerlb.d In
the report. Th1l condition DOES NOT .fhet the IIrk.t nlu..
Th. .ubltet prop.rty I. locat.d In a f.1.A. tdentifl.d flood lon..
a..pn"1 I' noted In th. b.,..ent of the .ubJ.ct. St.ndlng or running w't.r ..s not pres.nt on
bltt..nt floor.
Th. .ubl'ct 11 older thin fh. 15) yll'" old. All ..ch.nletl IYIUII Including the huUng,
.I.ctrlc.l .nd plu.blng 'Ylt.. .pp..r upon. vllu.l ,It.rlor Inlp.ctlon to b. In .orklng ord.r. No
w,rr.ntl" ar. I.pll.d In thl. .tat...nt.
Th. .I.ctrlc.l .y,t.. ..1 not conn.ct.d during Insp.ctlon.
Trl. ..t.r IIrvlc' .11 not conn.cted during Inlpectlon.
Th. huting ,y'UI .11 ,hut down during InlplCHon.
well .nd ..ptlC .re cO'lon to the .r...
A.p.lr It... ..r. not.d In the co...nt' ..ctlon of the r.port. Th.,. co...nts on rep.lr It... .r.
tor d..crlptlv. purpol" only and .r. not r.qulr.d rep,lr.. Th. repair Ite.. .r. co...tlc In nature
and DO NOT atftct the ..rk.t v.lu..
Subl.ct I. n.. con.tructlon and .., 00\ co.pl.t.d on date of Inlp.ctlon. co.pllanc. and co.pl.tlon
Inlp.ctlon, ,ugO.lted prior to ,.ttle.tnt.
Aadon, .tructural, w.ll ,nd .eptlc certlflc.tlon, ar. reco..endtd with IPpr.lled v.lu. b..ed on clt.r
tlSt rllulU.
Th. l.nd v.lu. elc..dl 30\ of tot.l valu. due to the high dt'lnd for vlclnt l.nd In thl1
nl1ghborhood. Th1l condition 11 consld.r.d Callan .nd typlcal for the n.lghborhood .nd DOES NOT
aff.ct the ..rk.t v.lu..
Th. lInd value 'Icud' 30\ of tout v.tu.. Thll 11 due to the lIrOe .u. of the .U.. Thls
condition I. conlld.r.d to b. typlc.l and co..on and DOES HOT .fftct the ..rk.t \I.lu..
Individual adJultuntl ..r. required that .lelld 'Qtl. Tht.. adJult..nu Ifr. rtqulrtd du. to the
lack of .or. 11.l1ar coeperlblll on thlt lndivldual rating. All thr.. co.perlbltl .r. the BEST
AVAtLA8LE.
Totat adlultltnU nClld 15\. ThU 11 du. to the lick at co,plrlblll on th.t Indlvldull rating.
All thr.. co.parlbltt Ir. th. BEST AVAILABLE.
On. or .or. cOlplr.bl. 1.1.. ar. old.r thin Ilx (e) .onthl old. Although th.r. Ir. co.p.r.bl.
prop.rtl.. In the lublect .r.., non. hive laId r.ctntly, theretor., sa 1.. In tICt.. ot .lx (e) .onth.
old h.d to b. uI.d. All thr.. co.p.r.bl., ul,d w.r. th. BEST AVAILABLE.
On. or .ort at th. eo.p.nblt' uSld wu. In lie..' or on. (1) _U. fro. th. lubl.et proplrty.
AlthoUOh th.r. ar. co.p.r.bl. prop.rtl.. In the I,..dllt. .r.. non. h'\I' .old r.c.ntly. Thtr.ror.,
It .1. n.c....ry to us. co.plr.bl, lal.. ou\.ld. of th. 1...41.t. Ire.. All co'p.r.blt. u..d ar.
lac.t.d In .1.ll.r n.lghbarhoodl .nd .Ithln th. .... .Irk.tlng .r... All thr.. co,plrabl.1 uI.d .tr.
the BEST AVAtLABLE.
Aooflng c.rtlflcatlon II .uOO.,t.d.
,lulblng c.rt1flc.tlon 11 .uggnt.d.
El.ctrlcal c.rtlflcltlon II ,uOOtlt'd.
HuUng urtlflcaUon 11 .uOOIIUd.
flood H.r.rd tnlur.nc. II .ugO.tttd.
Idllr 11 p.ylng p.rt or aU or clo'lng COlt.. Thll DOES kOT .fhct th. IIrk.t vllu..
All co.par'bl. 111.1 .r. clol.d 1.1...
lh. .ubJ.ct proptrty h.1 not tr.nlf.rr.d In th. p.,t 12 .onth..
,",
17.
II,
Thll appral..l 11 . IUllary A,port .1th co.pl.1I d.1I ,..tllntd In .ppnlltr" fUll.
tlltnt: YCNeu. w,lllc'. Murick
Property Addrlll: 7 Cauntrv tlub PI.e. Ent
C.e H 'A 17 It
D.t.:~
~
A,.llt.nt to Apprall.r
........
DEnNmON OF "ARKn VALUE: Tha mo,t probable pou ",hl(h . property II'IOuId b,.,'O 1ft . c.ompalha _lid open
mai1lallll'daf IN oond,IOI'II 'tqlll'~. 10 . I.., lila, the bvy.' and "~.'. ."h .~ pl\ldll'ltty. ""IO"'lao1g...b1t and "lumol'lQ
111. pnet II nol .I!Kt~ bt Ul\duI Itmulul Impr<~ In tl'I', d.r,",tJOlI II tha ccnlummlbOn 01 . ilia I' of . 'r-"',ed dllt
II"ld VII plUoI'Ig 01 t~."cm "Dt' 10 bY", unda' tcnd.tJon'1'\'",'tbr: (II bJyt, and ..,:., If' fypa~., mo~y.led, (1) both
p'~" ara "'.. Intanned Of ""G adfllld, and 11th tctJl'IO in ",hll he con,odlrt h.. 0"" ~.llnl.'"l. (:lJ . '....on.bl. tlm.
iI .1IOwed 10, ..po'ul'In tha opt" me"al; 141 p.,manl it mada ., Ilrma 01 ,.." In U S don.~ Of In l,rml 01 I,nt"l:..1
IJTlngemtl'ltl c:cmp.r.~ rtIlf'lO; and IS) tha pnet 'lpf,,,,,tSi thl normal tonlod....bOlI te, the p~rty s,old un,tlec1ed bt
.~ial 01 crlltiU f!nllW:lng Of lI'n (.Ol\tt"iOf'I" g',nlte! by In)'On. ua.oc:lIlld with thl ..Ie
. Ad~tmentt ., ". CO~'lblt. mull ba mid. 10' ~.I 01 ,,,.t1'1t (,nlnell" Of U'" conctuiOns No .d~stm.nb 1'1
flee,ulry 1011'\011 COlta "hlCh II' norm.1It plld by 1hI ..~." .. I r..ult af ..drtcn ar Ia" In a mar"t .,.,; #11" COlts III
rlld.1)' Id.~" tlnCl 1M 'Iqat p.rt thl" COlts in w\.l.... .1 ults tr,n..o:Il\I. Spteial ar crllh. f,n.nc1f'9 Id/Ullmentl
un be m.dl tI fll co~r.bIt property by COmpltllCn. to M'ncl'9 tlm'l' onl,ed by I ItIItd pirty InUMlOn.1 lendlr 1'l.1
II nol IIra.cfy n'lOtv.d in thl propartt af ..n..!;tJOn. Arty ,d,..ltmenl lhould nol be et\cula'lId on . meeh.nal de"'r lar
dallr ClOt' 01'" 'of\Incl'9 at contluon bu1 the dollar lmounl 01 '"y .d,.,slmltl1 lhould IWro,im.t, UwI mllhrl ffll:tJOn
b h l\naneing Of cotl(....lOn. build an !he .ppt.iter'. jlJdgtrn.nl
CEAnnCAnON AND ITATtUENT OF UilffiNQ CONOmONS
CIPlnncAnON: The ~~., tlrtl"'. .nd '0"'1 that:
t, The ~_ hal no prl..nl Of cont~'1d Mol,. Inllftlt h fll prcparry appraitld; .net MIlhef h Imployment tI
make IN apptI..~ nor the compenubon lor II. II ICOntngent L4lOn the IJlPl'IlIad ".~ al thl property.
2. The~'" tII. no ptnONllnllfMt In 01 b1al Wllh rtipICt tI IN kbject mall., of IN apprlis.1 report or 1tIe p.~
patltl to I'll ..... The "EItirrlllI al 1.11"11 V...... In !he 1""'111II rlPCf'lll not bend In wtlolt or In p.rt upon 1M raCI, cotlf,
01 national orIgitl olIN ptClf*;\iwl 0wnafI ar OCOJpInb ollha property ~1Hd, Of I4'OfI !he race, colof or natlOrlIl ongin
01 I'll pl"Mtf'II 0wnIfI or OCt\IPIntl 01 1M proptftieIln the vicinlly 01 the property appr.itad.
:a. The Awl_ hal ptrlONIy inIpteled !hi pt'Optt!y, both inlidl .nd out, .net hi. midi .n l"lnof InIptCtJon 01 .1
=1I'IpUIb&e.......tad In tit report. To lhI bIIt olb ~iat(I ~. Ind baroIl, II .tlllmtntl Ind Inlonnatlon In
tIia rtpOr1l1f1 tM .net c:crr.a. .nd the Awlit., hU not knowingly wilhhIld Iny .ign.fcanl ln1onnaliOn.
4, ~ COtl~ .nd ImiIin9 cordilona I,. contained herein (impoNd by It\I termI ot tilt .uignrn.nt or by 1tI. under.
ligned I"~ III IfIIlyM, opiniGnI, and conetusionI contained In the rtpOf1~
5. ThillRltIit.aI r'POrt hat !>ttn macM In c:ontormny witt'l Ind Is IltltId " the ~tltl'll1ttl 01 #" Cod. ot Prol,"ional
EIhicI a,.s Standards 01 Proleu'OMI Conduct 01 !hi appl'l.I' org.ni.I.liont wrth .tilth !he ~iter it I"dilled.
e. J,J c:cnckllionl and opinOM conctming th. ,..1 "tI,. IhII .,. ..llorth In thI tppt...l rfPOrt ....,. prepared bV th.
AwliHf whoM 19"1"'" I.PPII,.. OIl VII tWr...1 rlPOrt. unIasIlndalld II "A.view Awttis.t," No th.ng. 01 ."y it.m In
.... apprtiul fIPOI1 lhal be mad. by Inyone othtf lhI" thl Appr.ialf. and .... ~liI.t lh.d have no tllponlibillty lot Iny
IuCh lIl"illlthorl,.d Changl.
CONtlNQENT AND UUmNQ CONDmONS: Thl Clftlrotl\lon otlhll ~';Slr .ppt'ring In thl appf...1 raport II I~
" IhllIoIb'Mng c:crwS,tlOl\I .1'lCI " luttI othlf ,,*,fc and 1orM.ng c:ondllOnl It ,fa IIf 10"" by '" ~r'.lr In thl taport.
1, TM W....r lUUmu no rtlPO"libiLfy 101 man." ol.ltgll n....t. .ftlCWlg lI'II pfOpllrT)' Ippt.;led Ot lI'Ia IItl1lh1f..
10, ~ doet the W.iNt rendlt '"y opiniOn II to !hi 1111, -"<h II Illumed 10 ~ good Ind ma"ltablt. The PfOplf'ly ..
appraised II ftOugh ul'lCl., tMp:lnaolt OWtIItIllip.
2. My P.tch In Iht tlf)Of1 m.y Ihow .pprolimall lkn'''liona Ind it lnWded to .uitl lI'II tMdtt wilu'lizing ttll prop-
erty, The Apprtiillf ha. madl no IUf\'I)' 0' III PfOr*lY.
3. TM ~;I" II nol ~Ired tI pi IltlImony or IWlIt if'l c:our1 btuutl Of having mad. thl .ppra".11rI1h ,.f,..nc.
10 #'II Pftlpfrty WI QUIIllOn, unIau a",nglman1l I'II~ bMn pte'tlC)UIly ~ fl"llor,
4, My d"trtluton 01 !hi ".kllbOn In the rtpOft betwMn ..,.s Ind Impnttlffllf'ltl apploet 01'11)' ul'ldtf the I.it~ prog""'
01 utLI:atlon. tht "PlfllI \'IlI.IttiOf\llor and and tluild.ng mull nol ~ utad In conjunc1on w!fl Iny othlf 'pprllIIl and ar'
~ld . to UMd.
S. The ApprtiNr alWl'l'lellhll ""I It. no hdcSln Of unapparlnt cond"onl 01 fhI ~, 1UbIoi, 0' Itruc\J,.., which
would rtndtr . mora or ..... "1~blI. ThI ~lillf IUIJfIl" no rnpo~ lor auch c:cndrbOnl, or lor eng~ring tIt\ith
m'llht be requittd tI dllCOYlf Iuch laClOtI.
8. lnlormaliolt, .ttimltn, Ind opinionl tumiahad to Iha AcPr.itlf. .nd contairlld In ItII repol\ ""I obl.ined from IOUttU
eonaldlrld l'I'-bII .1"Ilf bl'evad to be tn.II .nd c:orrlCt. Hawftlf, no ruponaiboll1y tor .earr.cy olNCh illmalurnil'*i 1hI
,twI1Mf un ~ UlUI'I'IId by 1M Appra"If,
7, o.doaurI of !he conlll'ltl 01'" .pprtlaaltlpOf1l1 governed by the Brtlwt ,I'ld RegulatIOnS ot thI pro1aUial'lll IPPrais.1
org.niZ.!IOftI with vmiCh the "WI_ It .Baled.
.. NI~.1. nor Iny part 01"" eonllnl 01 the rapel\ or copy thlreol (Il'lCi.dng conUzsionl II tI III property ....Iue.
'" Idtntrtv 01 ,.. ~.i..r. prol....ion.1 dnignationa, rala,.ncl 10 ,"V prol....ional apprtiul orglnilltiont. Ot thl f1lm wIlh
vmlch tha ~iIIf it COMIetId), at\al be used Iclt .ny PJtpOl" by InyoM but Iha tr.ent lpeOfotd In #I. report, the borro".,
'1JlPl'IiIaJ tit paid by ..m., 1tI1 lYlOrtg.gM or ltllUCClKIOfI .I'ld lUigi'll, mong'OI naur.I'1, coruultlnlS, prol.ssional appraisal
Org.l'lIzltlol'll, or .ny Itll. or ledal'1l1y Ipproved '.".1'10.1 inllrlUtion, Iny dl9'l'tr'n.nt. ag'ner, or IMtrum.ntl!.1y ollhl Urlited
Stal" or Iny stll. or the DiltrIc1 of Columbia. without thl pflvious wrmln CMSItl1 of thl Apptainr; nor ,h.lI tI bl cony'yld
by .nront to ItIe pblic ttuough .dYlrtiling, public: ""IlOna, "'''', ..Ie., Of other media, WIthout lh. "nn.n cona.nl Ind
~lofltle~l'1iter,
O. On I. IPPtaitllS, tubjlCt 10 llli&l.ctory completion, ,~.1r1, Ot .ltlfltJolll, 1tI1 appraisal repot1 .nd V.lul conclusiOl'l .,.
c:cn~'nl upon complltion olltle improv.m.nts In a .or\malll.h m.nner,
ENVIRONMENTAL DISCLAIMER: Th. "I~I "timlled In !hit 'I9Ort II baled on thl 'UlJ~tJOn thll thl proparty It not
l'lIgltiYll)' .ftlCted by thI 1.1I11f'IC' 01 hUlrdouI lutlttanctl or d'Mentl! tnWonmll'ltll coi1dJtlons. The .w.iter It not an
.q)Ift In I'lIldImfaticln 01 hUlrdouIlUbltanc" or dltM\lntllllWironf't'llntal condttionI. The tpprtiatf. routint InIpection
or anet ~1rltI1bOut '" IubjICt property did not d.....1r)p 'ny k1formatlon lhIt IndoeIfId I"" IPPIttnI .ignifartl tw:.1'dlM
IUbltane.a or dnirntntal 'I'IWonman1ll c:ondItionI vmlch would .nlCt !hi propIfly neg.bVIty, ilia pouiblt tIl.II"1I Ind
~"' midi by a qullfllad haz.rdous ~ltIntl .nd IfIYironmIntal Irptl1 woutd r..,..1 '" Ilillane. 01 hu.tdouI rNI....
and ~ oondltlOnl on ot.round III proptr1y thai would neglMIy ,ntct III "'.....
ADDmONAL CtRnnCAnON: ThI.pptllalf """" c,""" Nt
I. ThIa lppl'Iis.1 col'llonnllo lI'II Unitom'l SlIl'ldatdl 0' Pl1llauiOn.1 ApprtlMl Prtctjcl ("USPAJt1 .doplld by lhI ApprtiiNI
Stltmrdt Board of lIlI otwallll Foul'lCl.1ion., al~ lhI11t11 0Ipa"',. P~ion or '" USPAP don not appty.
2. TheIr c:ompIration II not CMllngtnl ~n thl reporting 01 1 pr<<fllln"lllnad """ or croflC'flOn k1 "..... thai 1.'IOtI '"
taUN of I'll clint. !hi .fl'lOUfIt of N ".'" lllimIlI. "" .!tIinmenl 01 1 ItIpulalld ratull. or tilt oc:curranel of a 1Ilbt~ .....
1, ThiI appraitll"'igf'l"","1 ".. nol buad on a f'IqU~~m "11u.tlon, iltplC!1 ..1I.It1lon. or 'ChI ~ ola 10M
D...:..~mm,.,.,........,... .....Ioo<f.).. ." ,\..,:~...;sRf.\.......,...,.,
George C, C aus SRA I
,......... .......
.......w....... "TOT.....................,...."'"*.fC. 'IIOOIUlIUS ,............
-'1
....Il."...".....t"....II"'...'''.'"@
Exhibit 0
o
'""'
......."...,...''"..,'',..~ ",,' ""","', 0
-
exhibit E
t'.UU..)lIj\J.)
......
/"'
Interest Rate Maturity Date
Accrued interest/dividend at Dale of Death
Interest Accumulated Since January I, 1996 to Dale of Death
Balance Payable al Date of Death
...*.
N/A
Account (Number and Type):
Name(s) on Account
Dale Account Created
Securities held in account (# of shares and their individual Date of Death values)
Interest Rate Maturity Dale
Accrued interest/dividend at Date of Death
Interest Accumulated Since January I, 1996 to Date of Death
Balance Payable at Date of Death
PNC Bank, N.A.
BY~~
TOTf't.. P. 003
I
,
,. ,
FEDERATI~D nn SERviCES
U COMPANY
Ih 1\1 11:\ Ill\'l'Il)~
""
June 25, 1996
MCNEES WALLACE & NURICK
ATTORNEYS AT LAW
ATTN LINDA M ESHELMAN
PO BOX 1166
HARRISBURG PA 17108-1166
Dear Ms. Eshelman:
REFERENCE: 20169524
MONEY MARKET MANAGEMENT, INC.
ACCOUNT NUMBER 1452715-5
EDITH M ELLIOTT
We have received your correspondence regarding the referenced
account.
On May 22, 1996, the value of the referenced Trust account,
including the accrued, but unpaid dividends, was $2,016.74. This
figure represents 2,011.07 shares at the constant net asset value
of $1.00 per share, plus accrued dividends of $5.67.
The following items are required for a legal representative to
redeem or transfer shares from an account registered to a
deceased individual. If more than one legal representative is
named, the instructions must be modified to include all
appointees.
1) A LETTER OF INSTRUCTIONS, requesting the desired transaction.
The letter must reference the account number, and be signed by
the legal representative exactly as his/her name appears in the
Order of Appointment, indicating capacity.
If shares are to be redeemed, the letter should specify the
payee, as well as the address to which the check will be sent.
If the shares are to be transferred, the letter must include the
desired registration, address of record, social security number
and distribution options (cash or reinvest).
A subsidiary or FEDERATED INVESTORS
~
On the face of the letter, the legal representative's
signature(s) must be guaranteed. A signature guarantee may be
obtained from any "eligible" guarantor. Eligible institutions
include commercial banks, trust companies, savings banks, savings
& loan associations, and credit unions as defined by the Federal
Deposit Insurance Act. Also, a guarantee by a member firm of a
domestic stock exchange is acceptable. We cannot accept
notarization by a notary public.
If your request will be signed by more than one person, multiple
signature guarantees will be required.
2) A copy of the Order of Appointment naming the legal
representative(s) of the decedent's estate. The document must be
certified by the court or clerk of court within 60 days of the
proposed transaction. While a copy of the document is
acceptable, it must be certified in ink and bear the court's
stamp or raised seal. We cannot accept a copy of the
certification.
If transferring, the current account(s) will be closed and all
shares transferred to a new one(s) with the desired
registration. A new account number will be assigned.
If redeeming, the current account(s) will be closed and the
proceeds sent according to the letter of instructions.
We will be happy to answer any questions you may have regarding
this matter. You may write to us at:
Federated Services Company
Boston Division
PO BOX 8606
Boston MA 02266-8606
You may also contact one of our Representatives by calling
toll-free at 1-800-245-4770.
"""'-
'ROBERT El'i3MINGER APt'RAISERS
_ REALESTA~
3557 E\.MERTON AVENUE
IWUUSBURO. PA 17109.l\J2
PHONE 717~52-41 \I
FAX 717.541.9444
August 16, 1996
Linda Eshleman
McNees, Wallace & Nurick
P. O. Box 1166
Harrisburg, PA 17108
RE: Estate of Edith Elliott
Dear Ms. Eshleman:
In accordance with your request, I have appraised the personal property of
Edith Elliott, deceased. The property is located at 7 Country Club Place.
Camp Hill, PA.
The values shown have been arrived at after a careful study of the property. I
believe it to reflect a true measure of its fair market value as of July 31.
1996.
Fair market value is defined as being the most reasonable or probable price in
terms of money that real or personal property will bring in an open and
competitive market under all conditions requisite to a fair sale, the buyer and
seller each acting prudently and knowledgeably, and assuming the price is not
affected by undue stimulus.
Taking into account all of the factors set forth in the page that follows, it is
the opinion of the undersigned that the fair market value of ths personal
property is Three Thousand Two Hundred Ninety Dollars ($3,290.00.)
Employment in and compensation for making this appraisal are In no manner
contingent upon the value reported and I certify that I have no financial
interest In the property appraised, present or comtemplated.
....-.'.... .-,""
Very truly yours,
Robert A. Ensminger
... -.. .... ..... ~ ....
. . ~
ESTATE OF EDITH ELLOIT
\
\
\
i I
,
WASHER $ 50.00
DRYER $ 100.00
LOVE SEAT $ 50.00
MAHOGANY TILT TOP TABLE $ 75.00
MARBLE COFFEE TABLE $ 75.00
POLE LAMP $ 20.00
FIREPLACE EQUIPMENT $ 25.00
LLADRO FIGURINE $ 75.00
FIGURINES $ 30.00
PICTURE $ 20.00
MIRROR $ 25.00
CORNER CABINET $ 200.00
CONTENTS OF CORNER CABINET $ 5.00
CHAIR $ 5.00
SIDE BY SIDE REFRIGERATOR $ 75.00
MISC. SMALL APPLIANCES $ 65.00
DISHES, POTS & PANS $ 40.00
UTENSILS $ 10.00
2 CARD TABLES $ 20.00
SILVER CANDLESTICKS $ 20.00
MAHOGANY BAR $ 200.00
SOFA $ 100.00
MISC. $ 20.00
END TABLES $ 50.00
LAMPS $ 20.00
PICTURE $ 10.00
LYRE TABLE $ 100.00
SONY TV $ 100.00
VCR $ 75.00
TV CART $ 20.00
PICTURE $ 20.00
KIRBY VAC $ 200.00
LUGGAGE $ 5.00
AIR CONDITION $ 35.00
BEDROOM SUITE $ 750.00
BOOKSHElf $ 5.00
LAMP $ 10.00
SINGLE BED $ 25.00
BEDROOM SUITE $ 200.00
BOOKSHELF $ 5.00
LAMP $ 5.00
BEDROOM SUITE $ 200.00
DESK $ 40.00
4 QUEEN ANNES CHAIRS $ 75.00
LAMPS $ 20.00
GARDEN TOOLS $ 15.00
TOTAL $ 3.290.00
Less Items Sold (1 , 117 . 50
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
Appraised Value
$2,172.50
r-,
*
*
*
*
*
*
*
* (took 2 chairs)
*
*
* Items sold to Kerry Pae Auctioneers
Page 1
"'""'
r.
ir" _U_' ....".........,....,,- ~...'::.,.."..,.;..""-".==--~'".==';:.~.:."...=:"......~..~-"=""".=-_..-.~- ,
~ Mil 2197 'a
~ KERRY PAE AUCTIONEER 1
I DATE ({,. ") .::?:? 11'11 60-1\26/313 i
I '" />4',," , .' 'iF i
," b~~~ O~ '7 LU-/VI-/. ~ QO I r-:tt r:-1~ ' I $ &D. ~ i
.'J-lI.AH_~..uv...d((}lf 1l.1AACUi)I/~v c:::::::= DOLLARSf!lii:-= J
dnb AUCTION ESCROW ACCOUNT I
dau~~:'~,:-<<
FOR 1J.-I) (/{) " r.lAt /M.b:ll 6-4.J. M ,:f "'J
,,- lI.ciOi!~q?II' ~:OHHS2t;,ql:
_4 ..~ _.",-: y,~ "'-= - f. :-;
/~~-(2 p
--K~-; --..
~t;,OO ~O 5
,/
" .
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estato of
ElIlTII H. ELLIOTT
No. I y%-00I,h2
Dato 01 Doath
5/22/%
also known as
Social Socurity No. 187-20-6535
. Doconsod
Jenni[er \.. Elliott
personol Representotivelsl 01 tho obove Estato. doceased, vo"IV that tho it oms .ppoa,ing nl tho 101l0wU'9 invontorv includo all
01 the porsonol ossots wherevor situato ond all 01 tho real estate in 11m Commonwealth 01 Pennsvlvania 01 said Oocedont. that
the valuation placed opposite eoch iten. 01 said Inventor V represents its lair value as 01 the date 01 the Decedent's deoth. end
thot Decedent owned no reol estote outsido 01 tho Co",,,,onwoalthol Ponnsvlvania except that which oppoors in a ",e",orandu",
ottho end of this inventolV. I/WO verilv that the state",onts ",ado in thiS Invonterv aro truo ond conoct. I/Wo undorstand that
'olse stote",onts hOlein aro ",ode subjoct to the ponaltms 01 18 Pa. C.S. Section 4904 relot,no to unsworn 'olsllication to
authoritios.
Namo at
Attornev:
Richard R. Ldever. Esq.
Personal Ropresentativo:
~J r JlJ?~1L, t'f;U.
1.0. No.:
7208
Dated
.) / /J. h 7
Address:
HcNees. Wallace [, Nurick
IUU Pine 5treet, P.O. Box 1\6b
Harrisbur~. PA \7\08
(717) 232-8000
Telephone:
Value
Doscription
SEE ATTACHED
()(}$1.746,098.80
.___ . :1J
~f' \.Q :0(':1
'_J . r:J
....,
(;"I
eJ
'"~
Q
i .~l
0'1
l'~ ~
Totol: $1,746,098.80
IAttach Additional Sheets if nocossa'VI
NOTE: ThO M.morandum 01 "al ...a" ou",d. the commonw.allh 01 Pen",y1van" may. at thO elee\!On 01 the pmona' IO.",en,at'v.. ,nelud.
the value 01 each Item. but such hgures should nol be oltBndod mto the t01,1 ol1he Inventory.
fOl...RW_l'C~C"""'If.fIH'!t"UI
. 'r .
.
EDITH M. ELLIOT ESTATE
Data of Doath: May 22, 1996
IlIYontory
19.600 shs. Panhandle Eastern Pipe (now PanEnergYI $19,800.00
Accrued Dividend $144.00
20. 500 shs. PECD Energy Co.
21. 303 shs. Tenneco Inc.
22. 200 shs. Tremont Corp.
23. 5961.008 shs. Fidelity Investmenls Government
Securities Fund
Accrued Dividend
24. 854.409 shs. Fidelity Investmenls Equity-Income Fund
25. 1808.973 shs. Fidelity Investments Puritan Fund
26. $25 Uniled Slates Savings Bond Series E,
Issue date of 5/58
TOTAL STOCKSIBONDS
Notes Receivable:
1. Take Me Home, Inc. Promissory Note dated 8/15/95,
face amount of $40,000, 8% Interest rate, payable
in 24 monthly Installments
Accrued Interest on Note
TOTAL NOTES RECEIVABLE
Refunds/Reimbursements/Miscellaneous Items:
1. The Patriot-News - newspaper refund
2. Reader's Digest - subscription refund
3. Capital Blue Cross - premium refund
4. USF&G Company - automobile Ins. premium refund
5. Termlnix - service contract refund
6. Bell Atlanllc-PA - refund
7. Take Me Home - May 96 payment due on promissory
note (collected after date of death)
8 Internal Revenue Service - estimated refund
re 1996 Individual Income Tax Return
TOTAL MISCELLANEOUS PROPERTY
" ;j...,:
\.
$12,656.25
$16,778.63
$7,912.50
$57,523.73
$231.76
$35,005.14
$32,507.24
$165.65
$1,454,569.76
$24,104.70
$17.53
$24,122.23
$122.10
$11.23
$67.05
$87.00
$197.16
$14.55
$1,809.00
$3,661.00
$5,969.09
.. . ",..
EDITH M. ELLIOT ESTA TE
Dato of Doath: May 22, 1996
Invontory
Personal Property:
1. 1994 Ford Tempo GL, 4. door Sedan
2. Personal Property appraised
3. Personal Property. proceeds received
$8,612.50
$2,372.50
$300.00
TOTAL PERSONAL PROPERTY
$11,285.00
Real Estate
.'
1. Real Estate located at 7 Country Club Drive, Camp
Hili, Cumberland County, Pennsylvania
TOTAL REAL ESTATE
$98,000.00
$98,000.00
TOTAL INVENTORY
$1,746,098.80
CDMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('...--
~(~~.. . ~~
~~t:it:' ..,;..\'
.t-t.".., .t:~~
8UREAU Of INDIVIDUAL TARES
INIIIMI""[I TAIl IIIVI'..'llN
01 Pt. ;aObol
llAJlNISIUIlC, III 1/1;11 OhOI
NOIICE Of INIII.RITANCt IAR
AI'I'RAJSUUNT, AllOWANC[ OR DISAllOWANCL
Of DEDUCTIONS AND ASSESSHENT Of TAR
'I. lhJ 111".11 '"
RICHARD R LEFEVER ESQ
MCNEES ETAL
PD BOX 1166
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
0',-21-97
ELLI on
05-22-96
21 96-0',62
CUMBERLAND
101
M
EDITIl
In,-:-_E~~n,t_Re~} led
'1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ~
ifiv: i54'i-EiCAj:Pufoi":mnNiificEnOFufNHEiiiiAiicn'-A'x" AP PRAisEHENT";"Ai.i.-OWANCE"olim-nm-nn---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ELLlDTT EDITH M FILE NO. 21 96-0462 ACN 101 DATE 04-21-97
TAR RETURN WAS: (X I ACCEPTED AS FILED
CNANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Elt.t. (Schedule A) U J
2. Stocks and Bondi (Schedule OJ (2)
3. Closely Held stock/Partnership Interest (Schedule CJ 131
4. Hartg.ges/Note. Receivable (Schedule OJ (4)
S. Cash/Sank Oaposlts/Hlsc. Personal Property (Schadule EJ 15)
&. Jointly Owned Property (Schedule FI (6)
7. Transfars (Schedule GJ 17.
8. Total Assets
NOTE: To insure proper
credit to your account,
subnit the uppar portion
of this forn with your
tax paynent.
98.000.00
1.454.569.76
.00
24.122.23
169.406.81
.00
14.000.00
(81
1.760.098.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense./Adn. Costs/Hisc. Expensa. (Schedule H) (9.
10. Debts/Ho,tgeg. Liebilitl.s/Llens (Schedule II 1101
11. Total Daduction.
12. Net Value of Tax Raturn
13. Charitabla/Govarnnentel Beque.ts ISchedule J)
14. Net Value of E.t.ta SUbject to Tax
84.523.74
1.712.56
1111
1121
1131
1141
86.736 30
1.673.862.50
.00
1.673.862.50
If an assessment was issued previously, lines
reflect figures that include the total of ahh
ASSESSMENT OF TAX:
15. Anount of line 14 at Spousal rate CIS)
16. Anount of line 14 taxable at line.l/Class A r.t. (16)
17. Anount of line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
NOTE:
.00 R .00:
1.673.862.50 R .06:
.00x.15:
(18)
.00
100.431. 75
.00
100.431.75
TAX CREDITS:
PAYHENT
DATE
OB-22-96
DISCOUNT ('1
INTEREST/PEN PAID (-I
5,021.59
RECEIPT
NUHBER
AA146647
AHOUNT PAID
97.500.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
102.521. 59
2.089.84CR
.00
2.089.84CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR I. YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
...,
"
(' J
"
~
'I..
f-
L,I
.~ :J
r .... ~ ~
oJ"'"
RESERVATION: E.tat.. of d.c.d.nt. dying on or b.for. O.c..b.r 12. 198Z -~ If any lutur. Int.r..t In tho ..tat. I' tran,'.rr.d
In po.....lon or .njoy..nt to Cle.. 8 (collet.ral) bon.flclerl.. of tho d.cod.nt aft.r tho .xplratlon of eny ..tet. for
Ilf. or for y.ar.. the Co..onw.alth h.r.by .xpr...ly r...rv.. the right to appral.. and ...... tr.n,fer Inh.rltanc. Tex..
et tho lawlul Cle.. 8 (coll.t.ral) rete on any .uch lutur. Int.rut.
PURPOSE OF
NOTICE: To lulflll the r.qulr...nts of S.ctlon 2litO of tho Inh.rlt.nce end E.t.t. Tew Act, Act 21 of 1995. (7Z P.S.
Soctlon 91itO)'
PAVMENTI a.tech tho top portion of thl. Hotlc. end .ub.lt with your pay..nt to tho Rogl.t.r of Will. prlnlod on Ihe rev.r.. .Ide.
uMak. check or .onoy ord.r p.yabl. tal REGISTER OF MILLS I AGENT
REFUND (CR)1 A rofund of e t.x cr.dlt, which wa. nol roquo.t.d on tho Tex R.turn, .ay b. r.qu..t.d by coaplotlng an "Appllcallon
for R.fund of P.nn.ylvanle Inh.rltanc. and E.tet. Tex" IREV-I1Il). Applications era .vallebl. et th.Offlc.
of tho R.gl.tor of Will., eny of tho Zl Rov.nu. District Offlc.., or by calling Iho .pacl.1 Zit-hour
an.worlng s.rvlc. nu.bor. for for.. ord.rlngl In P.nn.ylvanl. 1~800-16Z-20S0, out.ld. P.nn.ylvanla and
.,1thln local H.rrlsburg er.a 1117) 787-8094, TDDs (711) l1Z-ZZSZ III.erlng I.p.lr.d Only).
08JECTIONSl Any party in Intoro.t not .atlsll.d with tho appr.i....nl. allowanc. or disallowanc. of d.ductlon.. or e..o....nt
of tax (Including discount or Int.ruU a. shown on this Notice .u.t obj.ct within slllty (60' days of rec.lpt of
this Notic. by:
.-wrltt.n prot..t to the PA D.p.rt..nt of R.v.nu., 80ard of App.al., a.pt. Z810ZI. Harrisburg, PA I11Z8-1021, OR
--.loctlon to h.vo the ..ttor d.t.r.ln.d et audit of the .ccount of tho p.r.onal r.pr...ntatlve, OR
~-.pp..1 to tho Orphan,' Court.
ADMIH
ISTRATIYE
CORRECTIONS:
F.ctu.1 .rror, dl.cov.r.d on thl. e.......nt .hould b. .ddr.s..d In writing to: PA D.part..nt of Rov.nu.,
Bur..u of Indlvlduel Texo., ATTHI Po.t A.......nt R.vl.w unit, D.pt. Z80601, Harrl.burg. PA 171Z8-0601
Phon. (711) 187-6505. S.o peg. 5 of tho bookl.t "Instruction. for Inh.rltence Tax R.turn for. R.sld.nt
O.c.d.nt" (REV-IS01) for en ..planatlon of edalnl.tr.tlv.ly corr.cteble .rror..
DISCOUHTI
If any t.x duo Is paid within throe (1) cal.ndar .onth. .ft.r the d.c.d.nt'. d..th, . flvo p.rc.nt (5~) dl.count of
the tex paid I. ellow.d.
PEHALTYI
Th. 15Z tax .ane.ty non-participation p.n.lty I. coeput.d on tho total of the tax and Int.r..t .......d, .nd not
p.ld b.for. January 18, 1996. tho flr.t day .ft.r tho ond of tho t.x aan..ty periOd. Thl. non-participation
p.n.lty I. .pp.aleble In tho .a.. ..nn.r and In the tho .a.. tl.. p.rlod a. you would appeal tho t.x .nd Intor..t
that h.. b.on .,s.s..d a. Indlc.ted on thl. notlc..
INTEREST:
Int.r..t I. charg.d big Inning with flr.t day of dollnqu.ncy. or nine (9) .onth. and on. (I) day fro. the dat. of
d.ath, to the d.t. of p.y.ont. Taxes which b.c... dollnqu.nt b.for. January I. 1982 b..r Int.r..t at tho rate of
.Ix (6~) p.rc.nt p.r annua calculat.d .t a dally rato of .000164. All tax.s which blca.. dellnqu.nt on and .ft.r
Janu.ry I, 1982 will b.ar Intero.t at . r.t. which will vary froo c.l.ndar y.ar to calendar year with that r.t.
announced by the PA D.p.rt..nt of R.v.nu.. The ftppllcabl. Int.r..t r.t.. for 1982 through 1997 are:
~ Inhrut Rat. Dally Intorest Fector !!!! Intor..t Rate Dally Inter.st Factor
1982 ZO:C .000548 1987 'X .000Zitl
1915 16~ .000458 1988.1991 11~ .000101
19lit lIX .000301 1992 'X .000Z47
1985 nx .000356 1991-199it 7X .00019Z
1986 IOZ .OoaZ74 1995-1991 'X .000Zitl
..I"t.r..t Is calcul.t.d .. folio...:
INTEREST = BALANCE or TAX UNPAID X NU"BER or DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlce I..u.d eft.r the ta. b.co... d.llnqu.nt will r.floct an Int.r..t c.lculatlon to flfte,n tiS) days
beyond tho d.te of tho ........nt. If pay..nt Is ..do aft.r tho Int.r..t cO'pUtetlon dat. shown on tho
Hotlc., .ddltlon.1 Int.r..t .ust b, c.lcul.t.d.
/j--:/{1/'7.-/y
BUREAU OF INDIVIDUAL TAKES
IHlIlRllAHCL fAil DIvISION
DlPl. :IObOl
IlAAAISIURe, Pi I/I:a'QbOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED DN FEDERAL
ESTATE TAX RETURN
..~ ~1. ,"11
~~ ..~ ~'S~I:
ff' S!'1(~'\1
...:-,:J.;;;(.t..t.
-""loa- '*rf .
III _II"./r III-HI
C-
RICHARD R LEFEVER ESQ
MCNEES ETAL
PO BOX 1166
HBG PA 17108
DATE 04-21-97
ESTATE OF ELLIOTT EDITH M
DATE OF DEATH 05-22-96
FILE NUMBER 21 96-0462
COUNTY CUMBERLArm
ACN 201
I Anount Renltt.d
r
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To Inlu~. p~op.~ credit to your account, subnlt the upper portion of this forn with your t.M p.y~.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
RE-V:4Si--EX--AFP--ioi:-97j-----.-.-NCiiicif-OF--DETifRHiiiATiCiN-AiiD-ASlSESS-HENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF ELLIOTT
EDITH
M FILE NO.21 96-0462
ESTATE TAX DETERMINATION
ACN 201
DATE 04-21-97
1. Credit For State Death Taxes as Verified
78.497.36
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
95.410.16
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
95.410.16
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
\0
DISCOUNT (+)
INTEREST/PEN PAID (-)
;.,RECEIPT
, : NUMBER
AMDUNT PAID
N
c'-J
I.',;:
0':
;;'h
<C.
~,~ ~
(~t.i
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN $1. NO PAVMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL OUE IS REflECTED AS A "CREDIT" ICRI. YOU MAV BE
OUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
PURPOSE OF
NOTICE I
PAYPtENT:
REFUND (CR)I
OBJECfIONS:
AD"IN.
ISfUfIYE
CORRECTIONS:
PENALTY I
IHfERESf;
fa fulfill the r.quir...nt. of Section 214~ (bl of Ih. Inh.rllanc. and [.tftt, Ta. Act, Acl 21 of Iq9~.
(12 P,S. S.ctlon 914~).
D.t.ch th. lop pori Ion of thl. Hollc. and .ub.lt with your pay..nl 10 Ih. Rlgi.ter of Will. prlntld on thl
r.....r.. .Id..
u "a". ch.ck or .on.y ord.r payabl. tal REGISTER OF MILLS I AGENT.
A rlfund of . ta. crldlt .ay b. r.qulltld by co.plltlng an ~Appllcatlon for Rlfund of P.nn.ylvanla
Inherltanc. end E.latl Ta.~ (REY.I]I]). Application. ara avallabl. .t thl OffiCI of the Ragl.t.r of Will.,
any of thl 2] R.v.nu. OI.lrlct Offlc.. or fro. th. Dapart..nt'. 24-hour answ.rlng ..rvlcl nu.b.r. for for.. ord.rlng:
In P.nnnlvanla l-aOO-]62-20~0, out.ldl P.nn.ylvanla and ..lthln local Harrisburg ar.a (111) 1111.an4,
fDDI (1111 112.22S2 (Hlarlng Ilpalrad Only).
Any party In Int.r..t not .atl.fl.d with th. a.......nt of tax a. sho..n on thl. not Ie. .ay Obj.ct ..llhln
.1.ly (60) day, of r,cllpt of Ihl. Hotlc. by:
....rltt.n prot..t to the PA O.p.rt..nt of R.....nu., loard of App.al., D.pt. 281021, Harrl.burg, PA 11128-1021, OR
.-.I.ctlng to have tha ..II.r dalarllnld at audit of the par.onal rlprl..ntatlvl, OR
..app.al to the DrphBn.' Court.
Factual .rror. dlscovar.d an thl. a"",lant .hould b. addr....d In ..rltlng to: PA O.part..nt of R.....nu.,
aur.au of Indl...ldual fa..., AT'H: Po.t A..a...ant R.vlaw Unit, Dlpt. 280601, HarriSburg, PA 1112a-0601,
Phona (111) 181-6S05. S.. page 5 of the bookl.t "In.tructlon. far Inharltanc. fa. R.turn far a RI.ld'nt
D.c.d.nt" fREV.ISOI) far an ..planatlon of adllni.trativ.ly correctabla arror..
fha IS~ t.. aana.ty non-partlclpalion p.nalty I. co.put.d on the total of tha tax and Int.r..t a.....'d, and not
paid bafor. January 18, 1996, tha flr.t day aftar tha and of the la. a.n..ty parlod. Thl, non-participation
p.nllty I, app.alabla In the .a.a .annar and In the the .a.. tl.. parlod a. you would appaal the t.. and Intar..t
that ha. baan a"I..ad I' Indlcatad on thl. not Ie..
For dlta. of d.ath on or aftar 10-]-91, Pann.ylvanla E.tat. fa. ba.ad on the F.daral E.tat. Ta.
r.turn b.co.a. d.llnqu.nl at the ..plr.tion of nln. (Oq) lonth. frol the data of daath.
For dat.. of daath prior to 10'1'91, Pannsylvanla [.tat. Ta. ba.ed on the r.d.ral E.tat. fa. return
baco... d.llnqulnt at the e.plratlon of elghta.n 118) .onth. fro. the data of daath.
f.... ~hlch baea.. dallnqu.nt bafara January I, 19a2 b.ar Int.r..t at the rat. of .1. (6~) parclnt per annul
calculat.d at a dally rat. of .000164. All ta.a. which b.ea.a d.llnquent on or aflar January 1, 1982 will baar
Int.r'lt at a rat. ..hlch will vary froe cal.ndar yaar to calandar y.ar with that rat. announc.d by the PA
Oapart..nt of R.v.nu.. fh. appllcabl. Intar..t ral,. for 1982 through Iq91 ar'l
Vaar Intarllt Rat. Dally Interllt ractor V.ar Interllt Ral. Dally Intarlll Factor
1982 2a1: .000548 1'81 ., .000241
1981 16~ .000438 1988'19ql 11% .000101
1984 11~ .000'01 1992 .~ .ODD241
1985 13~ .0001S6 1993-1994 1~ .000192
1986 lal: .000214 1995'lQ'1 .~ .ODD241
.~Intarllt Is ulculat.d .. follo..u
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'.Any Hotlc. I..u,d aftlr the tax b.ca... d.llnquant will r.flect an Inl.r..t calculation to flft..n 115) day I
b.yond the data of the al.....ant. If pay..nt I. .ad. aftar the Inl.r..t co.putatlon data shown on tha
Hotlc., additional Intar..t ~.t b. calculat.d.
PAYHEHTI
I
I
I
I
,
I
,
,I
<,oj
,c)
I
I
--.,
\:..- -.
thit.~h the to~' ~ortl~()hh Hotlc. .."d .ub.1t ..lth your plly.ent IIlIde payable to thti nlllla end addr...
prlntad on tha r.v.r.a .Ide.
If RESIDENT DECEDENT aak. chack or aOMy ordar payabl. tOI REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDEHT aak. check or lIonay ordar payable tOI COHHONWEALTH OF PENNSYLVANIA.
REFUND (CA)I A re'und a' . t.x cradlt, ..hlch .... not raqua.tad on the T.x Raturn, allY be raqua.tad by coaplatlng an
"Appllc.tlon for Rafund of Pann.ylv.."l. Inheritanc. and E.tate T.x" (REV-llll). Appllc.tlon. ara .vallabl. .t
th. O"lce 0' the A.gI.t.r 0' WIll., any 0' the Zl R.venue DistrIct Of'lc.. or 'r~ the DIIP.rt-.nt.. Z~.hour
an....rlng .arvlc. nuabar. 'or 'ora. ordaringl In Penn.ylvanl. l-100-16Z-2050, out.ld. Penn.ylvanl.
and wIthin local Harrl.burg araa (717) 7a7-109~, TOO. (117) 71Z-ZZ52 CHa.rlng 1~.lr.d only).
REPLY TO,
DISCOUNT I
PENALTY,
INTERESTI
II
I
I
1
1
j
,
,
J
I
j
OUntlon. r.g.rdlng .rror. contaln.d on this notice should ba .ddr....d tOI PA Daparbant 0' A.v.nue, Bureau
a' Individual Tax.., ATTHI Po.t A......ent Aavl.., unit, Dapt. Z10601, Harrl.burg, PA 17121-0601, phone
(711) 717-6505.
If any tax due Is paid ..lthln thr.e (1) cal.ndar aanth. attar thti decedent'. da.th, . flv. p.rcent U%) discount
of the ta. p.ld 1. allowed.
The 15% ta. ~.ty non.partlclpatlon penalty I. co~tad on the total of the tax and Int.r..t .......d, and not
paid bafor. January II, 1996, the 'Ir.t day .ft.r the and of thti tax .~.ty p.rlod.
Int.r..t I. charg.d beginning .,Ith flr.t day of d.llnquency, or nlna (9) aooth. and one Cl) day froa the d.ta of
d.ath, to the data of pay.ent. Taxa. which b.c... dallnquent b.'or. January 1, 191Z b.ar Int.r..t at tha rata of
.lIe (6:() parcent par IIMUII calculated at a daUy r.t. of .000164. All taxn which bec... dallnquent on and aft.r
January 1, 191Z will bear lntar..t at a r.t. ..hlch ..Ill vary froa cal.ndar year to cal.ndar y.ar ..lth that rat.
announced by tha PA D.part..nt of Aav.nu.. Th. appllcabl. lnt.r..t rata. 'or 191Z through 1997 ara.
Vaar Inter..t Aat. OaUy Internt ractor
V.ar
Int.r..t Rate
Dally Int.r..t ractor
191Z 'OX .aaa548 1987 'X .OOOZU
1911 16X .0004l1 1988-1991 11X .000301
19" 11X .00nOl 199Z 'X .OOOZU
1.85 15X .00nS6 1"5-1'94 7X .aOO19Z
1986 lOX .000Z74 1995-1997 'X .000Z47
--Int.r..t I. calcul.ted .. follo,,"
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..ued aftar tha tax beco... delinquent .,111 r.fl.ct an Int.ra.t c.lcul.tion to fl,tean (15) day.
bayond the d:lt. af the ........nt. If p.YIIant .. _ad. atter tlMi Int.r..t COllpUt.t1on d.t. .hown on the
Notlca, additional Int.r..t ~.t b. calcul.t.d.
\
:.,""..,.,'~
/5- /0"/-/'1
C--
Internal Revenue Service Center
Mid.Atlantlc Region
Departmen\ Jt the Treasury
~- 1', .
,,' '~..
. I
......' '-'
lJO-;> 3 / Pl,lU
...2/. 9c.' (/(;,;;.
Dlto: AUG 0 8 \991
Eol.lllol
r.DITII M. l:LLIOTT
Oectd.nl', Soclll Security Humber:
Hj'{-20-&535V~')C:' .
,,( 10
0"1 ot o..tt\: ....j
MAY 22, 1996
..,
'.:' ~...
. JENNIF!R L. ELLIOTT
10106 E. BEXHILL DRIVE
KENSINGTON, MD 20e95
Pinon to Con"el:
BARBARA FUNK
Contlel Tltt1>hOnl Numbot:
215-516-3946
(.~
'-'
~'
ellate TII CloaJng Lltte, (Thll II not I bill ror tll due)
Our computation ot the Federal tax liability tor the above estate is shown below.
It does not lnclude any interest or late payment penalties that may be charged, but other
penaltles have been considered in the computation. You should keep a copy ot this letter
as a permanent record because your attorney may need lt to close the probate proceedlngs
tor the estate. This letter is evldence that the Federal tax return tor the estate has
elther been accepted as tl1ed. or has been accepted atter an adjustment that you agreed
to.
Thls ls not a tormal cloRing agreement under sectlon 7121 ot the Internal Revenue
Code. We wl11 not reopen this case, however. unless Revenue Procedure 94-68. reproduced
on the back ot.thls letter, applies.
It you have any questlons about thls letter, please write or call the person whose
name and telephone number are shown at the top ot thls letter. It you write to us wlth
questioDs about this letter, please provide your telephone ,number and the most convenient
time tor us to call lt we need addltional intormation. Please attach this letter to any
correspondence to help us ldentity your case. Keep the copy tor. your records.
Thank you tor your cooperation.
Inclosure I
Copy or this letter
Tentative we .....;............................................... 5646,906.41
less: Aggregate giftweos payable (lor gilt~ made alter 12-31-76) ............ 5 -0-
= ~te ~ti,'~~ . : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : :l~~:~~~: ~~
Cnlditlor FederaJ gilttaxos (on gilts prior to l-t-77) .................5 -0-
Cl'edit lor foreign death taxes ..,.....,....,.,... .......... 5~-=--
Cl'edit I tax . lr I 5 -0-
~ on poor ans ers , , . . . . , . . . . . . . . . .. - . 211 291 36
Total subtractions ....., , . , , , , . , , . , , . , . . . . , . , . . , . , , . S ' .
Net estate we , . ' , , . , . , , . 5377 ,611.11
Penalties. ~ any . , , . , , . . . . . . , , . . 5 -0-
P.O. Box 331, Benla'em, PA 19020
lonrl
letter 627(SCI (Rev. 5-86)
\1':
/1
,,'.' ,/
" .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
1,.,'
/
BUREAU OF INDIVIDUAL TAKES
INIILAIIAHC[ fAil DIVISION
DIP'. ...0.01
IlAARISBUNC. PA llUa-0601
RICHARD R LEFEVER
MCNEES ETAL
PO BOX 1166
HBG
ESQ
PA 17108
c..
i~.
'191" II'U III.".
09-15-97
ELLIOTT
05-22-96
21 96-0462
CUMBERLAND
202
EOI Hi M
A~ount Ranitt.d
MAKE CHECK PAYABLE AND REMIT PAYMEllT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEt To insure proper credit to your account, subMit the upper portion of this forM with your tax payn.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
RE-V:ii&--EX--AFP--ioi:-9ij-----.-.-NO-ficE--OF--6ETE-RHIN-ATIO-N-AN-6-As-sESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLDSING LETTER ..
ESTATE OF ELLIOTT
EDITH
M FILE NO.21 96-0462
ESTATE TAX DETERMINATION
I. Credit For State Death Taxes as Varified
2. Pennsylvania Inheritance Tax Assessad
(Excluding Discount and/or Interest)
95,410.16
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessad
5. Pennsylvania Estate Tax Due
6. Amount of Pannsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7. Additional Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (t)
INTEREST/PEN PAID (-)
AMOUNT PAID
ACN 202
DATE 09-15-97
78,497.36
.00
.00
.00
TOTAL TAX CREDIT .00
BALANCE DF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER TNIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED
FOR CALCULATION or ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREon" (CR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE or TNIS FORH FOR INSTRUCTIONS. I
PURPOSE Of
NOTICEI
To fulfill the rlqulr..lnt. of S.ctlon 21~~ (b) 01 the Inhlrltancl and E.tet. T.. Act, Act 21 of I"~. e72 P.S.
S.ctlon .U~).
PAYtcENTI
Det.ch the top portIon 01 thl. Hotlc. end .ub.lt wIth your p.y..nt to the Rlgl.t.r of Will. prlntld on the
rlVlr.. .Id..
.. "_I check or lonlY ord.r p.yabll tOJ REGISTER OF' MILLS I AGENT.
REFUHO C CA ) I
A rllund of It.. crldlt .ey b. r.quI.tld by co~l.tlng an ~Appllcatlon for R.fund of P.nn'Ylvanl.
l~rltlncl end Elt.t. T..~ IREY-IlIl). Appllc.tlonl er. ev.llabll .t thl OfficI of thl Rlgllt.r of Will.,
any of thl 25 R.v.nu. Ol.trlct Olflc.. or fro. the aIP.rt.lnt's 2~-hour an,wlrlng 'Irvlc. nueblr. for for.. ordlrlngl
In P~sylvanl. 1-100-562-ZGSO, out,ldl Plnn,ylvanl. and within 10c.1 Herrl.burg ar.a (717) 717-10~,
TDDI (7171 772-2252 (H..rJng I'Pllrld Only).
OBJECTIONSI Any p.rty In Int.r..t not ..tJ,flld with the ........nt of t.. I' .hown on thl. not leI ..y obJ.ct within
.Ixty 1601 d.ys of r.c.lpt 01 this Not leI by,
--wrlttan protl.t to the PA D'Plrt..nt of Rlv,nue. Bo.rd of App..ls. O.pt. 2110ZI, H.rrl.burg, PA 17IZI-101I, OR
-..I.ctlng to h.v. the ..tt.r d.tlraln.d .t .udlt of tho p.r.on.1 rlpr...nt.tlv., OR
.-'PP.II to the Orphan.' Court
AlIIt/H-
/S/RAT/VE
CORRECTIONS' raetu.1 .rror. dl.cov.r'd on thl. I"'....nt .hould b. Iddr"'ld In writing tOI PA D.p.rt.ant of RIVlnu.,
Bur.eu of Indlvlduel T...., ATTHI Po.t A"I".lnt R'vllw unit, D.pt. 110601, H.rrl.burg, PA 17121-0601,
Phone (717) 717-6S0S. S.. p.g. S of the bookl.t ~In.tructlon. tor InherltanCI T.. R.turn for I RI.ldent
DtCedlnt~ (REY-ISOI) for an ..plln.tlon of 'dllnl.tratlv.IY corr.ct.bll .rror..
PENALTYI
ThI In tn I"'uty non'PlrtlcJpltlon pan.lty h co~utld on the tot.1 of the ta. and Int.rut .......d, end not
p.ld beforl January 18, 1"6, tho first day aft.r thl Ind of tho te. aan..ty p.rlod. ThJ. non-p.rtlclpltlon
panllty I. apPI.labl. In the .... alnn.r and In the tho .... tl.. p.rlod .. you would 'PP..J the t.. end Jnt.r..t
th.t hi. be.n .......d I' Jndlc.t.d on thl. notJe..
INTEREST,
Addltlon'l P."".ylvanl. E.t.t. TI. I"'...d I' . rl.ult 01 I chlngl on tho r.d.ral E.tat. TI. Clo.lng
l.tt.r bleO'I' d.llnqulnt .t the I.plr.tlon of one (II .onth Ira. the date thl final notJc. of the Incrl'"
In r.dlr.. E.tlte T.. I. rlc.Jvld.
T.... whIch blea.. dlllnqulnt blfor. Janu.ry 1, I'IZ b..r Int.r..t It tho rate of .1. (6~1 plrClnt p.r annul
cllcul.tld It . dally rete of .00016'. All t.... which bee... dlllnqu.nt on or Iftlr Jenu.ry I, I'IZ will b..r
Intlr..t .t . r.t. which wJII Vlry frol c.l.ndar y.ar to c.llnder y..r wIth that rat. announc.d by tho Pi
Dlp.rtaent of R.v.nue. Th. appllcabl. Jntlrl.t retl' for 1.ll through 1..7 .ral
~ Inter..t Rlt. D.lh Intlrut ractor V'.r Int.r..t Rlt. Dilly Intl"ut hctor
1912 ZOX .OOOS"I \9U 'X .01l0llt7
\915 In .000'11 1911-1991 lIX .000101
1..< IU .000101 I99Z 'X .000l"7
I9IS lSX .000156 1991-1"" 7X .00019l
1986 lOX .000l" I99S'19.1 'X .000Z~7
ulntlr..' I. cllcul.tad .. followu
INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..uld .fter the t.. blco... dllJnquent will refllct an Int.r..t c.lcul.tlon to flftl.n liS) d.y.
b.yond the det. of the .......~t. If P.y.ent I. .ed. .ftlr the Interl.t Co.putatlon d.tl .hown on tho
Notice, edcUtlonel Interut IN.t bl c.lculatld.
:if C/t - 'itA
McNEES, WALLACE & NURICK
ATTORNEYS AT LAW
100 PINE: STREtT
P. O. BOX 1166
HARRISBURG. PA 17100-1166
TtLtPHONt 17171 232.8000 F'AXI7111237.SJOO
Ii!oa G STRCtT N.W.
SUITE BOO
WASHINGTON. D.C. 20005
TtI.[PHOHCIZOZI434 -8991 F'.u; 12021434.8107
http://WWW.mwn.com
I.INIlA M. r"~IIELMAN
E....le Paralegal
IJIKI:cr IlIAI.: 1717l237.ml'
E-MAIL ^lJnRI:.'~S: U~'IIU.MMlMWN.C(IM
November 17. 1997
Register of Wills
Cumberland County Courthouse
I Courthouse Square
Carlisle, P A 17013-3387
':.!:. 'J
RE: EDITH M. ELLlOlT ESTATE
No. 1996-00462
Ladies and Gentlemen:
Please provide us with one (I) short certilicale inlhe above-referenced estale. Enclosed
is a check inlhe amounl of $3.00. the fee for such.
Thank you for your attention in lhis matter.
urs truly.
a,lI!A
inda M. Eshelman
Estate Paralegul
LE/lme
Enclosurc
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edith H. Elliott
Date of Death: Hay 22, 1996
Will No. Admin. No. 21-1996-01.1>2
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to complel1on o[
the administration of the above-captioned estate:
1. State whether administration of the estate is completel
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) Cor
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
I
Da te: ~!U 1"(
(!
1/; 1/1'7!
.,
".::5lt1'i I:) f
Signat.ure
j,/\ /e'.'
"
Shnron R. Paxton, Enq.
Name (Please typo or print)
McNcUH, Willl;lt'~ b ~111.t('k
100 Pln~ St rl!lq, P.O. I\tlX Ilhlt
Address If7iTiT;;1i;Ii~-l';\-T'nJlr--
;:) (')
'0
~
~<
o'C:.
( 717 ) 2J7-'Ll'JL,..,._.
Te 1. NQ.
~. ,,;
co
Capacity:
pf! I'!IIJ II II 1
IlllprIlOl/nt.at 1 va
:3
..,
('; ,~ :t1 :. i
ct '[MAH: ~mf /~)
--2._,Counool lnr POI'solla1.
1"'I'I'"l\lInl,H i VII