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Home My WebLink About96-00483 PETITION I;OI{ I'IWIIATE 1111I1 (;({ANT OF I.ETTEI{S f.\l<llr II/" I\IILFOlm F. ITZ <1/.1'<1 klloll'lI <1.1' No, C~ I - Cj Co - I ( &".3 To: Rc~istcl' III' Wilb li.1' thc ('ounty or ('umhcrlllnd in thc COmnlllllllCahh III' Pcnnsylvania Ikcl'/I....'tf. Social &(,lIrl(I' Nil. 571-54-3H33 Thc pctition of thc undcrsigncd rcspcctfully rcpl'cscnts that: Your petitioner(s). who is(lIre) III ycars of age or oldcr and thc Exccutors nllJllcd in thc last will of the above decedelll. dated October 20.1993 and codicil(s) datcd Inonel, Decedent was domiciled at death in Cumberland County. Pennsylvania. with his last tumily or principal residence at 246 South Hanover Street. ClIrlisle lIorllul:h. Decedent. then 79 years or age. died .Iune 3. 1996. at Cumherlund Crossinl:s I{etirement Community, Carlisle, South Middleton Township, Cumberland County. I'A. Except as rollows. decedent did not marry. was not divorced and did not have a child horn or adopted after execution or the will otlcred for probate: was not the victim of a killing and was nevcr adjudicated incompetent: Decedent at death owned propeny with estimated values as follows: (II' domiciled in Pa.) All personal propeny (II' not domiciled in Pa,) Personal propeny in Pennsylvania (II' not domiciled in Pa.) Personal propeny in County Value or real estate in Pennsylvania situated as rollows: [none] $ unestimated $ $ $ WHEREFORE. petitioner(s) respectfully request(s) the probate or the last will and codicil(s) presented herewith and the grant orIellers testamental')' thereon. to) /11 ~u... Maxine W. Itz 246 South Hanover StTeet Carlisle.PA 17013 (717) 243-8323 Financial Trust Services Company (rorm I Farmers Tt)lst GOIllJ1.<1.ny) By: (,j .1.1. C ":VI). A. Da id C. Gority / Vice President and TTlIst Of leer 1'. O. Box 220. Carlisle. PA 17013 (717)243-3212 Qj )1-' '1/, N<:r --------------------------------------------------------------------- --------------------------------------------------------------------- OATH OF I'EnSONAL nEPRESENT A TIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLANJ) ) The petitioner(s) above-named swear(s) or aflim1(s) that the statements in the foregoing petition arc true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above dccedent. petitioner(s) will well and truty administer the estate according to law. Sworn to or affirmed and subscribed befoTe me this 17TH day or JUN , . /1 19 96,0\ . ". /' .. ---<')"1 (, , d ~c I).' i"!t.!Xt"~t(~ I Register' (I MARY 'C. LEWIS I ;~_ - \ ( ('t -- No. ~ 1 - 96 - 483 Estlltc of MIU'OIW 11. ITZ. J)ccclIscd m:CR.:E OFI'IWIIATE ANI) (iRAN1' OF LETTERS AND NOW, JUNE 1 fl, , 1996. in considcration of the petition on the reverse side hereof, satisfactory proof having been presented before me. IT IS DECREED that the instrumcnt(s) dated October 20, 1993, described therein be admillcd to probate and filed of record as the last will of Milford F. Itl and Lellers Testamentary are hereby grunted to Maxine W. III and Financial Trust Services Company (formerly Farmers Trust Company). Will Book # Page fh. - $ 340.00 $ 18.00 $ $ $ Register 0 Wills MARY C. LEWIS Ivo V. 0110 III 27763 MARTSON. DEARDORFF, WILLIAMS & OTIO 10 East High Street CaTlisle, PA 17013 (717) 243-334] FEES Probate. Lellers. Etc. Short Certifieates(6 ) Repunciation x- ages JCP 9.00 5.llC In.OB TOTAL Filed JUNE 18, 1996 00 ::o~ C1ii ~ 3 ::. r.l 0 r," .' !.:":~. ~ " ~ ,.'. f :G' .~ " n .- .... - ...... , :..': .,. .:-- ..-: ?:; :., -0 ~": .::-' N in :-0;'; h:- 0 :to;::. - \0 Called Bank on 6-19-96. f \fILES'DAT AFlU.\EST ATES\66IJ.PrT I.TR 'd\ '1'1' . ., I I' I,..,. ,'.....','.[[ [, ."".\!I. '''I''l111''!ltdl .11,111.1 '111111'.111 "I ,ltllll ,lid', 1111" \~1I1111l1 ,'~ 1I~ I~ III lUll} I 1.11 I It.- III 1ll1l1.H 1'111 I II' '11 I I I I '.' .11'.,.' I."" ",,1. ,I !.. !I,\ '~I.II' \ II d 1\1" 'I ,I.. Illll' t I,.j I" Illl,llll'll tdlln: ,IILI \l'gl"'U.II" 'It'llli,L:III,1 It"!. llt,ll WARNING: Ills Illegal to duplicate Ihls copy by photostat or ph olograph. Fe,:t'llll lhi\ luulil.llt', $.' till /./~S\itIPifl;:'.." ~~../~ ~.:"'\\~) ~ ~~'l ~, ~.:. ~ /~~I/ 'fAi~ . ....,,, t. 'T';f/EHi n\ "'.~'1/ 7-.!!.!~/ (',Ill' ~ ~. \~&.~\-tJ-.~ 1,11\.,1 He._!.:,,,tr.l! 3535849 ,lUll Hl.,h No. "'OS1&)1II...a:n COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH .., .... ... ""...O't'ftltt.. ............,.., ,....'\._. \lX'.~n~hOol,i"". C~'OIt("h...~t.._, 'G"une. '!> r. ... ,571 - 54 3833 '. "Ilfor ~.'".--" 1INt)(1l"U.1II ~ "" ....''''''''''1.1...._ -,u..,.....ov'u....... 1'Vot.'JIOw.r...c............_.....-....._._.... ..ov..!.Il .......0 t:I'olG 79 ... CAIfo"'Of"tlUJot "il\'dcn ,\Z lUoC.........._.~...._..... _'>1_'" ...;{\ k " ~hllo Cumberland Of: ..., U, looNl .~_~.;-:a"::~::;:: " U.S. Air force ,,0 Dlc.tOl..T'......"OiloOOll("r;...C..._loI...I~C.....' 246 South Hano\'er SL. Carllslo, P. 17013 ...U.I\...."ill''''...._ ..........-- ~"'~#fI ..,...,.....oV'f'luy .--........... 01 0 OIICH.c.." ~IuU .(\ICI""r __""'.";0 ,........--. _PA . .. .,.0 "M____.. B.uine> \.'., U. $'''' N -- -.. Cumbcrlt1lltl -' ."lU:....-=.::::.. IoIOhOf..'..............ct,....._!o..o....... Cnrlisle .~ :,,00>....,., ~.!..~~~~y,~~ ~_ _ :~...... . ..,(110.....".....(1'......._ ~la:dne ". T "'l MOOOf" ()flI .......tlc_O ~O Or...^-... ~~~~:.Il;.:.~u!;~_-, ..0-,.... Indinnlo\o'n Gnp Nationnl m' . ...UI'lOO&t(lOOIUOt''''''',Il 1996 '~'t.l.'b..C~- f.,llnnovcr T\o'p.Lebnnon Co,PA , o mnn- oth Funeral lIomc '''ltJ;...I~:.~::>\.nr 51 . C.ll "lttN ,...........~...., ") r: 1 . -'.I"~' ,trT f.- ....,'-..s.I "HI"'IOIU:~tlIU"'''''~"' ...tr' . ___So..;] o ooou',,,,,,.. '''1IOl'ot.. I '1l"''t:,n'\A..-tr ~ l!..- IP ,."'.. ........._.... _._._t_~.._...",.... 0._......""_........, ....~....._.....tc'<.....,..,... .................... l....,_._.._.._ .~/r..,,^s.o.,} D\lIIU/Ofl.'.UH.lCMtOo(.....' ,ft'fC. ....,. . "'-.-. '-- :-...,....... is ~t1 . 00_....,.....__.............. .......-.....................--........,, b:l('l<l. {? . .___n____ I t_-=-'::=t.~t.t(I'~. Wlro.(...J.\,..,.,.......t""~.1 . - fWt"'~TOf'I'IIOoIJoOoQ' .......IIl""CI.,.. -.u"'I.-ol1O COWO'\[flOMr;#C"UU 0101.11"' , ~ l,..(oo""""",, c..it....N.., ........r.h_' ~..,~..~, >4:KIl...I"""""""".cx.c"""IO -. ~ rJ [J ~....too.,.._"""" o J -~ .... 0..0 ...- ............'...,.... ....___________n ______... ....C({)lI....."..............,...,.......-._. --,ooc....._... 'M _L"i ....G ....~ ... Ull'....."......,... .CI.,lIYllOG"""'OCI...................-"....._.;.......-..,......-...,......."......",,,,,.,.,__'" ,....._.........-.. ................-......-.."....--....."... " .. W...J.....I...O I,ll ....ll'lIl. ---:-:.-r- ,(.l /J/C). ~{tI"U"""'"I. -.t........I;:-...;Q~, ...AI}..._:9-",}!;tj-':~__ "'. __~ "i?-_ .....,.~U,,,.~\()OO..MOC(Jt'...ilt'F/".....':.j .., ~_J"'''''(Jo'_ I~t\.v.'c.f If 1I,,;,'r./'I'1-. ,." '<'"1""" fl..I....... Rei _I II 4;0 1.~'"-.~i!...A U<JI'S 0.0'1'..11....... "'_ r <L,,-,\',J.\'i'}5, .~...s...OClll'".""'I'.."ICI...........Io..."......."'l'"'.......'_.,....',.........,. ,.__...............,..."'.._..fi...._..... ......... ................~.I<"........~~........... ...fCloC.tU....'..(tl..CO.Offltl O""'.b..,..,."........_."".."'.."',.....~.......,.,..._,..tI"OCh....4 .t,...,........<..,...,'.... _.d"I...Ch..'.,.... ....-...."'". ... .'(.,\1.....'"......1.......00.........1.. .. Zk-~.!'~o..>..~""'\""c___.__ l}. \l'!'.\.C' " ... .~- 20 ~ :D~ C\1 ;1 :;1. cr tt n .. 1 ,...... t"\ ~ -:::.':; -- :) ~ ::\ .' " - o-J ,', r) ': .. I) ..:".., . ( \ -,;) <. . ;g~ N :.~~. C .b:. in g, -a I -. ". ...... ...' wiU.\66U.h..'i1 10I1J9l.~1m LAST WILL AND TESTAMENT I, MILFORD F. ITZ, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all fonner Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I bequeath such items of my tangible personal property as are specifically itemized in a list, if any, signed and dated by me at the end thereof, to the persons thereupon named to receive such items. I give and bequeath all other tangible personal property unto my wife, MAXINE W. ITZ. Should my said wife, MAXINE W. ITZ, fail to sUlvive me, I direct my Executor to pennit my children, NANCY ITZ SIMPSON and DEBORAH STARR MYERS, to select such items as they may wish, at the appraised value of such items in my estate for tax purposes. Any of such items not so disposed of shall thereafter be disposed of by my Executor and all proceeds derived therefrom shall fonn a part of the residue of my estate. 3. I devise and bequeath all the rest, residue and remainder of my estate unto FARMERS TRUST COMPANY, Carlisle, Pennsylvania, to be added to and thereafter treated as a part of that certain inter vivos trust heretofore this date created by me, of which FARMERS TRUST COMPANY is Trustee, to have and to hold, in trust, for the uses and purposes and subject to ~.J2 M.F.I. Page I of 4 Pages the tenns and provisions thereof, including any altemtions or amendments thereof, or any other inter vivos trust which may be hereafter substituted therefor. 4. I nominate, constitute and appoint my wife, MAXINE W. ITZ, and FARMERS TRUST COMPANY, Carlisle, Pennsylvania, as Executors of my estate. In the event my said wife, MAXINE W. ITZ, shall be unable or unwilling to so serve, FARMERS TRUST COMPANY shall serve as co-Executor with my daughters, NANCY ITZ SIMPSON and DEBORAH STARR MYERS. 5. I direct that my Executors shall not be required to tile a bond to secure the faithful perfonnance of their duties in any jurisdiction. 6. I authorize and empower my personal representatives and Trustee, in their sole and absolute discretion, to purchase or otherwise acquirc and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, tmnsfer, exchange, dispose of or gmnt options in regard to any or all property of any kind fonning a part of my estate for such tenns and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property fonning a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against olhers or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fmctional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this ,:-o~J (~day of (ftt;X~L ,1993. o~ ' .;t. (SEAL) M~ SIGNED, SEALED, PUBUSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto Page 2 of 4 Pages 0\ ,r' '0 ',.r .. ;;~ -'!! ('., (ll t; ~ c. t. .~ , '. l~" .. -.. r- Qoj - ... '0 " ~ (Df,' : "0 ':-'; "-'....:. , .. 0...-1 . U OJ ~ f; 0> a: a: !! :'1 UU ~ t'l ~Z 0 $ 0 ... ~ ~ ~ t1 ~ it ~ CII ~ ~ ~~ OJ t;l 8=~ ~ ~ r1~ ...... . 0 1 ~ ~ ~ o~~ !lS iii p., CII . ~ Ojz~ 4'~l ~ l < ~ \;) ..... / '.. : :". .,. ';', '6 . ,..' .1 ., . . . . D NO. AA 185225 COMMONWEALTH OF PENNSYLVANIA DIPARTMENT O. REVENUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '*' uv.n., u ......, RECEIVED FROM: i ACN ASSESSMENT r:t CONTROL IliI NUMBER AMOUNT FINANCIAI_ TRUST SERViCeS co 1 WEST HI GH STREEl PO BOX 220 CARLISLE, PA 17013 $12.:";'7.61 101 ESTATE INFORMATION, I!:I FilE NUMBER g 21-1996-0403 !:I NAME OF DECEDENT (LAST) II;iI ITZ MILFORD F In DATE OF PAYMENT Iii 03/03/97 B POSTMARK 114TE COUNTY SSN 571-,54 -3833 (FIRST) (Mil CUMBERLAND DATE OF DEATH 06/03/96 REMARKS FINANCIAL TRUST SERVICES CO fa TOTAL AMOUNT PAID S12,577.61 SK SEAL .. , ,I " ,I, $IGNAtuRf . CHECKII 028149 RECEIVED BY.' REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS " '.r' /' . - ,.............- -...-..A.~ ,..;...... .,:. ) ../../ I~)- 1M j~ INHERITANCE TAX RETURN I'OVfIlIV CIlU'" m C''''"o U C"""~''''Al'''''''''''''lV''''' RESIDENT DECEDENT FIl.E NUMUEIl lll"":~',";;:':;""" (TO BE FILED IN DUPLICATE 21-1)0-0463 ""..,.O~..I~"'H":':~:'.' .~___._ WITH~THERE(,1ISTER O~WILL~t t<;()~""WP' "I." [)[e[O[ NI'S NAlr,lf IlA~T, rlltsI, ANn MIO(ll[ INII."U ! U1C[D[NT"~ CO\lPU It ADfHH 5~i \ ' 'J ( ~_On~~~ i I , IIZ. Milford F. .. . - ...~ ... ..-... SOCIAL :u:.CUAIT'f kU"'O[R . S71-5~.:-~~e33.n i :JUnVIVING Sl'OU5['S NAME IF APf'lICAOlE) DAlE OF DCAItI 6/3/96 , Maxino W. IIZ 1------ , c/ '()IIOAII~;OI D1^'IIMllnll/JI/OICItr.CIC IIUIF If II, :i"()U~j^1 ,~Vc":'~J!+A _ 240 South Hanover Street om 0' ",'''" Carlisle, PA 17013 11/3/16 'CO""'. 21-96-0463 . : SOC1"'ls.Ectinji~Nu"'lJER .n.___ r-"JJOUNTR[cii;io tSElIN:iTnUCriONsl--. -----..,---- O__~___ __ ______5~I'O::?0~-_6570_ . __~__._ ._______ ._~.797. 72. I r~] t Original Return ;."-1 2. Supplemenlnl Aelurn --1 3 Remainder Return I 1101 do'.. pnOrlO .2 -'2 - B2) C~,l 4 limited Esfele L__ _! 4D. Future Inlerest Compromise lJ<J S. Federal Estale Tax ! (for dales of dealh after 12-12-82) Return Required I fXJ 6 Decedent died Teslate 1.](1 7 Decedenl Malnlained a Uving Trusl 0 8 Total number of Sale Deposit -t---- IAllach coey_ofWIl!L______~~~~.EEet~!.!:.':'s_tJ._______ _ _.!3_~~~!._ ____ I, All CORRESPONDENCE AND CONFI~ENTIAl TAX 'I'!FORMATlON SHOULD !!~!lIAECTED TO ,__. NAME : COMPLEtE MAIUNOADonESS .r.'- - __~Ei~anc@lTrust Se~i~~ ~o"-,,,"aDY__.____~ 1 West High Street TELEPHONE "UMBER i P.O. Box 220 --.J 717-240-4505 i Carlisle, PA 17013 ~_~_____ = -----T ':~R'~'~E;;~;O-(-SC~Od;'-;;;:=--~-~~~-==-~:_---~=~)--N~~~=~ =~ o=c__== - _w -- -~-- . .--- I 2. S'ock. ood Bood'ISchodulo B) (2) ---~..-.. '440,904.13~' 3. Closely Held Slock/Partnership Interesr (Schedule C) (3) _~~on~._ 4. Mortgages and Notes Receivable (Schedule D) (41 ~~__~~~':!. _________._..__ 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule l) 8. Tolal Gross Assels (lotallinas 1 -7) 9. Funeral Expense" Administrative COils. Miscellaneous (9) Expensel (Schedule H) 10. Debls Mortgage Uabililies, Uens (Schedule Q 11. Total Deductions (tolallines 9 & 10) 12. Net Value of Eslate (line 8 minus line 11) 13. Charitable and Governmental Bequesls (Schedule J) 14. Net Value Subjeclto Tax (line 12 minus line 13) , r;;~~~;al Transfer (for dates aft~r 15-30-94) See Instructions for Applicable Percent on Reverse (15) Side, (Include values from Schedule K or Schedule M.) 16. Amount otline 14 taxable a 6% rate (Include valufll from Schedule K or Schedule M) 17. Amount olline 14 taxable at15 % rate (Include values from Schedule K or Schedule M) 18. Principal tall: due (Add tax from line 15, 16 and trom line 17) 19. Credits Spousal Poverty Credit Plior Payments 0.00 + 0.00 + 123.944.12 16) (7) None 79.593.56 (B) 644,441.81 . _On_ 40c6! 1'1l6_ (10) 773.03 111) 112) 41.644.09 ---_._------ 602.797.72 (13) (14) _~02,797.72 (16) .__~!l:).170Jl!>_ 209,626.86 X .06 X 0.00 = __~ __._ 0.00_ ____ u.__-...fl..!177.61_ 0.00 117) ___._ 0.00 X .15 = ('B) ..~_~___...L~d77,61 Discount 0.00 Inlerest 0.00 (19) -------- OVERPAYMENT 120) 0.00 -_._--~----- 20. It line 19 is greater Ihan line 1 a. enter (he difference on line 20. This is the 110 21. If line 18 Is grealerthan line 19, enter the difference on line 21. This is Ihe TAX DUE. (21) 12,577.61 A. Enter the interest on (he balance due on line 21 A. (21 A) _. _____._ ----- - 0,00 B. Enterlhetotal ofllne 21 and 21A on line 21B. ThIs Is the BALANCE DUE. (21B) ._____u __. 12,577.61 L:.....~---=--~.:..-_~_-=- M.a~e Ch~~}_aY~~~~i..~.egt~~er 5J! Y"_~!~,_ ~9.!t-"!.-~=-=-:=;..=-:.-=-=-=-_":"_--:..:_.....:..;....:__~_. _-:-.;_:;::__:.-.":"-_- BE SURE TO ANSWER All OUESTlONS ON REVERSE SIDE AND TO RECHECK MATH Under penalties of perjury, I declare that I have ell:amined Ihis-return. iricfUding accompanying 'scheduleiand stalements, and toihi-best 01 my knoW1edge and beliel, I1lalrue. correcl and complete. I declare that all real estate has been reported IItlrue market value. Declaration of preparer 01 her Ihan personal representative is :~7]~3~~:~E~ ;~~ ~~~i~ciO~f~--- 'ADDR~~--n~,.' ~ ~ ';L-' 'll,-' 0;';- --- --- Financial Tru~~~l!ryi~~_~~palny _n_~a~ir:oe.-~-'=-/1l4~_lc;_J(1,..o____ 3.L3/~ 7 SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE ADDRESS ". 0 00'0 Check here If you are requesllng a refund 01 your overpayment . . - OJ!! ~1!~ . . ~ N N c.. t::~ ,(L (, '.J . ., .':1 rr' !?f :c () U ..i; Ow We: e: p; " ,J -. E 2::> UU ~Al.n.~'(~ll"."'" ...."'AHCll.u;N'f\Mt ,.'JOlHlmelDlHl SCHEDULE B STOCKS AND BONDS .________. _ _._ _n__. ----~--- .-----. -- --- Milford F. III FilE NUMUEfl 21-96-0463 a ~I~P'~~P-!!'!'y~.,t jolntly-~wn_ed~.!lh r1ghlE.!_~~vlvonhlp_,!!~~~~e dllclo.!!d__on Schedule F' ~ ___ ITEM NUMBER __~CRlPTlOt!___________n__ ,__J~___:~UFEO~:~~fE~ i 1. 1,000 shs Bellsouth Corp, Common. NYSE. OOO/sh $39.9375 2. 500 shs EXl<on Corp, Common, NYSE, OOO/sh $84.375 3. EK-Oividend Item 2 4. 200 shs Geor9ia Pacific Corp. Common, NYSE, OOO/sh $72.375 5. EK-Oividend Item 4 6. 250 shs Hershey Foods Corp. Common. NYSE. OOO/sh $72.625 7. EK-Oividend Item 6 8. 1,000 shs Southern Company. Common. NYSE, OOO/sh $22.75 9. EK-Oividend, Item 8 10. 25M par Beaver Falls 4.65% due 6/1/98 11. 'nterestlo 000. Item 10 12. 125M par Bermudian Springs Schoo' District 4.4% due 2/1/97 13'I,nlerestlo 000, Item 12 14. 25M par Carlisle Borough WalerlRevenue 3.75% due 12/15/97 15. ' Interest 10 000, Item 14 16. 25M par Centre County GO 4.25% due 7/1/98 17. Inlerestto 000, Item 16 18. 25M par Dauphin County General Authority 4.75% due 6/1/99 19. 'nterestto 000. Item 18 20. 25M par Dauphin County General Authority 5% due 6/1/26 21. 'ntereslto 000, Item 20 22. 25M par Hempfield School OistricI4.9% due 8/15/96 23. 'nteresllo 000. Item 22 . 24.125M par Commonwealth of PA General Obligation 4.6% due 6/15/00 25. Inlerestlo 000, Item 24 26. 25M par Penn Slate University 4.2% due 8/15/96 27. Interslto 000. Item 26 28. 25M par Penn Slate University 4.4% due 8/15/97 29. Inlerestlo 000. Item 28 30. 25M par Pequea Valley School OistricI5.6% due 12/15/96 31. Interesllo 000, Item 30 32'125M par Sharon PA General Obligation 4. 1 % due 11/1/97 33. i Interest to 000, Item 32 39,937.50 42.187.50 395.00 14,475.00 100.00 18,156.25 90.00 22,750.00 189.00 24,875.00 6.45 24.875.00 467.50 24,750.00 437.50 24.812.50 451.56 24,562.50 405.73 25,031.25 6.95 24,906.25 367.50 24,875.00 560.00 24.906.25 315.00 24.937.50 330.00 25.093.75 653.33 24,906.25 91.11 Total (a150 ~~~_on line 2. recDp':rlul~~.!!l______ . (If more space is needed, Insert additionallheell of same size) _, _.' ..1~O,~O..1J~ ~AlfHC1'"....nw'''''' ","'".1 fAlNn.-.. . __..NJftl(~tPtl;tI!_!!.t...:....~~;~':::". 7.--- ESTATE OF Milford F. IIz SCHEDULE G TRANSFERS ._____-:-:...1._-. __~=_"_-:..__.~__. .. .... PlEA~E pnl~r_~1\.W~Ec_ FilE NUMUER ________________-.-?l;:~6-048_3___ .rH18 SCHEDULE MUST DE COMPLEIED AND rILED IF litE ANSWER TO ANY OF tilE QUESflON5 ON IIIE REveRst tUDE OF TUE coveR StlE'ET IS YES -~;"M -r:----;;~;I;T;O-N OF PR-;;;ERTY ------.-r-EXCWSlO~T-- ;OTAl VAw;----iO';fO j-g~6?c~~~~~Es -- NUMBER k\cluM NIN ~_~an.t.r.. thH Ntahon.htp ID dec:~.n1, dale of IranllPl\ I OF ~~~T _ -~-t..J~J- I INTEREST ; 1 I 1. Carlisle Hospital Tax Sheltered Annuity Plan I; , Serviced by Groat West Life & Annuity Insurance Co. ill OO~ I I I I I 79,593.56 I I I I I .L I .L__._.. ..l Tolal (also enler on line 7. recaprtulatlonl (" more space Is needed. insert additIonal sheelS of same size) i _....J._~=- 79.593-'-56- ~AI.,"(lI"''''''\~AIM 1'lf....""IUll.."" SCHEDULE M FUTURE INTEREST COMPROMISE ..."'AIIIC.'........1tJNoI I Estale of I Milford F. Ilz .._.. ..- "_._ ~ u"_ . ..__,.. ..0 ,____. ._~_.__.. 0" _ _ _ ,._....~ ,. . I . This schedulo is appropriate only lor Eslates of decedenls dying allor December 12.1962 This schedule Is to be used for alllulUre inlerests where the role of lax which will be applicablo when the fulure _il1~eLe~1 vesls in possession on~enjClYrnen~ca~nClt be e~lab.lish_~~ wilh ~ertointy. ______.____ .. ..._" ._____. ___._ ___ The instrument crealing Ihe future inlerest Is: (Please aUach copy of instrument) ;'TI Will ~ Trust !-.J Olher ..-.---1.". BenefiCIaries'" ---.----..-- .-. .-.----------- -- -- ----.... ---.--..,,-.--.-.-....-.- -.---.---..--.--.---- --.--riiAMEOf:--- -.;--- .-" ... .-----.. r"DATE-OF-r -AGE TO --"----1 ___".._ BENEFICIARy_____.__._____;_ REL__~T!()t':J~HI!'___J . BIRTH_ ! I'l~AREST. ~RTH_D!'YI ~: MaKine W~_____==-==_-Wife:------- !__1!;!~/17__!----- 79 -- -- --1 , -'i L"~~"d:"9 '" w'''' ,."t. ".~"~.;~:-'l..d~'"."~ "-m"'~'"...' j following within 9 months of the decedent's dealh, check the appropriate block and SUI' ply a copy of the document In which the surviving spouse exercises such withdrawal right. [J Unlimited right of withdrawal I1<J Limiled right of withdrawal __~_. __.________ ___ _______..__ ___0- III. Explanation of Compromise Offer: (II more space is needed, attach addtional6.5 K 11' sheets) I FILE NUMOER Cumborlond DOD Value of Estate $602,797.72 Rate of Return 8% Present Value $393,170.86 Remainder Interest $209,626.86 , I I , IV '1 s1~mA:~~n~~~:u~f,~~~~~:s~.ff~~:..~...................... ..... ...............~.~ $ ~09,626.~ 2. Value of Line 1 exempt from laK as amount passing to charities etc. ...................... $ (also include as part of toatal shown on Line 13 of Cover Sheel) 3. Value of Line 1 passing to spouse at ap~ropriate lax rale ...................................... $ Check 1 Block :]6%;]3%02%1-:1% LlIJEKempt (also Include as part of teatal shown on Line 15 of Cover Sheel) 3. Amount of Line 1 TaKable at Lineal Rate ................................................................. $ (also include as part of toatal shown on Line 16 of Cover Sheet) 4. Amount of Line 1 Taxable at Collateral Rate ........................................................... $ (also include as part of lealal shown on Line 17 of Cover Sheel) 6. Tolal Value of Future Interest (sum of Lines 2lhur 5 must equal Line 1) ................. $_ 0.00 20~.626.66. 0.00 ..----...- 209,626.66_ ~A&.1HOI'I___I\V.llllA .._MAHeI tAl DMlIOJrt ..,nNT"''''''''''' SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE ESTATE OF FilE NUMOER Milford F. IIZ 21-96-0483 PART A: Enter the description and value 01 alllnlerest., both taxable and non-tllable, regardle.. 01 location (net 01 deductions) wh~~.e~~s to the deed.nrl lurvlvlng~ou~!..~y will, !!'tesl!.~Y_,_c.?p'~ralion of law, o..!..9!~e~.~e: ___...._-- ___ .. ------ Description 01 Items _-L.Amounl I I Financial Trust Services Company. Truslee Under A9reement FBO Maxine IlZ I 602,797.72 I I , i I 1____.- 1102.mL.7J! f~.A Tgtal: Enter the amou"! sho:iV!lJ2!' the re(:!lp'W'atlQl'1 sht>et In 1~_O(J'c;:e~en~_j_n'~~IIO_'1.secIIQ!1 .---.--....-.--.-- ---------- Election To Subject Property To Tax Under Section 2113{A) As a Taxable Transfer By This Decedent. "a.rult or slmillar arrangement Is entered In whole or in part as an auet on Schedule 0 a. tf a trust or slmillar arangement tl listed on Schedule 0, and b. The value 01 the trust or slmiliar arrangement Is entered In whole or In part as an Dllet on Schedule 0 then the transl.ror'1 p.rlonal repr.sentatlve may specifically Identity the trust (all or a fra~tlonal portion or percentage) to b.lncluded In the election 10 have such trult or slmiliar property trelted as a taxable transler In this estate. II less than lhe entire value ollhe trust or slmiliar property Is Included as a taxable transfer on Schedule O,lhe personal representative shall be considered to have made the efKtlon only a' to a fraction of the trust or slmiliar arrangement. The numerator of this fraction Is equal 10 lhe amount of the trust or slmiliar arrangement Included as. taxable asset on Schedule o. The denominator II equal 10 thelotal velue of the trust or slmiliAr arrangement. ELECTION: 00 you elect under Section 2."3(a) to treat as a lauble trans'er In this .eSlate all or a PO.ftlon of a trust or~~ar ar~a,e2;e~t ~~. ~ .~ created lor the sole ule 01 this decedent'ssurvivlng spouse during the surviving SPOUII'S entlrelnetlme? 'i!tf/4(,I(/o I!~:.. .II/I YES ~-I NO [::] Slgnature_~~_ Dat~;:_u :V~f7 Note: If the election applies to mare than one trult or similiar arrangement. then a separate form must br Ilgned and ftled Part B: Enter the descriptIon and value of all Interests, both taxablo and non-Iaxable, regardless of locallon, (net at deductIons) which pall to thl decedent'slurvMng spouse for which a SectIon 2113 (a) election Is being made, Description of items _-=~ij)~uii.i'- Value of Remainder Interes~ See Schedule M 209,626.86 Pan B Total n_' .---=--=.~~~.:.~.:.._-~ 209,62686 ESTATE OF MILFORD F.ITZ Continuation Schedule M File # 21-96-0483 Annual Total Annual PV Annual Year Trust Value Invasion Annual Income Distribution Factor P_ayo.u~ u_ . . -- "1----602:797)2 31U39.fl9" n ." "48.223:82 .. 78,363.70 0:9j3352265 71.573.67 2 572.657.83 28.632.89 45,812.63 74.445.52 0.809664352 60,275.88 3 544.024.94 27,201.25 43,522.00 70,723.24 0.71395509 50.493.22 4 516.823.70 25,841.18 41.345.90 67,187.08 0.625753898 42.042.58 5 490,982.51 24,549.13 39,278.60 63,827.73 0.544716742 34,768.03 6 466.433.38 23.321.67 37,314.67 60.636.34 0.470624018 28.536.92 7 443,111.72 22.155.59 35,448.94 57,604.52 0.403325777 23,233.39 8 420,956.13 21.047.81 33,676.49 54,724.30 0.342702378 18.754.15 9 399.908.32 19.995.42 31.992.67 51,988.08 0.286497262 14,998.42 10 379,912.91 18.995.65 30,393.03 49,386.66 0.24035071 11.870.60 11 360.917.26 18.045.86 28,873.38 46.919.24 0.196000312 9,290.02 12 342.671.40 17.143.57 27.429.71 44,573.28 0.161259431 7,187.86 13 325.727.63 16.286.39 26,056.23 42.344.62 0.129824977 5.497.39 14 309.441.44 15.472.07 24.755.31 40.227.39 0.103213342 4,152.00 15 293.969.37 14,698.47 23,517.55 38,216.02 0.060861517 3,090.97 16 279.270.90 13.963.54 22,341.67 36.305.22 0.062365621 2,264.20 17 265,307.35 13,265.37 21,224.59 34.469.96 0.047261164 1,630.04 18 252.041.98 12,602.10 20,163.36 32.765.46 0.035168095 1.152.30 19 239.439.89 11.971.99 19.155.19 31,127.19 0.025683097 799.44 20 227.467.89 11,373.39 16.197.43 29.570.83 0.018414521 544.53 21 216,094.50 10.804.72 17.287.56 26.092.26 0.012972873 364.44 22 205.289.77 10.264.49 16,423.18 26,687.67 0.006964766 239.78 23 195,025.26 9,751.26 15,602.02 25.353.29 0.006122513 155.23 24 185.274.02 9.263.70 14,621.92 24.085.62 0.00410694 96.92 25 176,010.32 8,600.52 14,080.83 22.881.34 0.002715491 62.13 26 167.209.80 8,360.49 13,376.78 21.737.27 0.001771202 38.50 27 158.849.31 7.942.47 12,707.94 20,650.41 0.001138749 23.52 28 150.906.85 7.545.34 12.072.55 19.617.89 0.000721875 14.16 29 143,361.50 7.168.08 11,468.92 18.637.00 0.000452466 8.43 30 136.193.43 6,809.67 10,695.47 17.705.15 0.000260594 4.97 31 129,383.76 6,469.19 10,350.70 16.819.69 0.000172363 2.90 32 122.914.57 6.145.73 9.833.17 15,976.89 0.000105288 1.68 33 116.768.84 5.836.44 9.341.51 15,179.95 0.0000368021 0.59 "._---.- 393.170.86 '~IUI\60IJ.b,_d 1001/qJ~1aI LAST WILL AND TESTAMENT I, ~Ill.FORD F. ITZ. of the Borough of Carlisle. Cumberland County, Pennsylvania. being of sound and disposing mind and memory. do hereby make. publish and declare this to be my Last Will and Testament. hereby revoking any and all fonner Wills or Codicils by me made. 1. I direct that all my just debts. funeral expenses. testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as pmcticable after my decease and as part of the administmtion of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid. even though on proceeds of insurance or other property not passing under this Will. 2. I bequeath such items of my tangible personal property as are specifically itemized in a list. if any, signed and dated by me at the end thereof. to the persons thereupon named to receive such items. I give and bequeath all other tangible personal property unto my wife. 'MAXINE W. ITZ. Should my said wife. l'vlAXINE W. ITZ. fail to survive me. I direct my Executor to pennit my children. NANCY ITZ SIMPSON and DEBORAH STARR MYERS. to select such items as they may wish. at the appraised value of such items in my estate for tax purposes. Any of such items not so disposed of shall thereafter be disposed of by my E.'(ecutor and all proceeds derived therefrom shall fonn a pan of the residue of my estate. 3. I devise and bequeath all the rest. residue and remainder of my estate untO FARMERS TRUST COMPANY. Carlisle. Pennsylvania. to be added to and thereafter treated as a part of that cenain inter vivos trust heretofore this date created by me. of which FARMERS TRUST COMPANY is Trustee. to have and to hold. in trust. for the uses and purposes and subject to ~-..;2 M.F.I. Page I of 4 Pages the tenns and provisions thereof. including any alterations or amendments thereof. or any other inter vivos trust which may be hereafter substituted therefor. 4. I nominate. constitute and appoint my wife. MAXINE W. ITZ. and FARMERS TRUST COMPANY. Carlisle. Pennsylvania. as Executors of my estate. In the event my said wife. MAXINE W. ITZ. shall be unable or unwilling to so serve. FARMERS TRUST COMPANY shall serve as co-Executor with my daughters. NANCY rrz SIMPSON and DEBORAH STARR MYERS. 5. I direct that my Executors shall not be required to me a bond to secure the faithful perfonnance of their duties in any jurisdiction. 6. I authorize and empower my personal representatives and Trustee. in their sole and absolute discretion. to purchase or othelWise acquire and retain any investments of which I die seized or any real or personal property of any nature: to seU. lease. pledge. mongage. transfer. exchange. dispose of or grant options in regard to any or all propeny of any kind fonning a pan of my estate for such tenns and such prices as they may deem advisable: to borrow money for any purposes connected with the protection and preservation of my estate: to mongage or pledge any real or personal property fonning a pan of my estate or to join in or secure the panition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash. property or undivided fractional shares in propeny different in kind from any other share: and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and se.'\I this :,i.i .::<... day of ". ...... _ . 1993. ....'. (;... - u" r;k;~Q .;t. .J} Milford f. Itz (SEAL) SIGNED. SEALED. PUBUSHED AND DECLARED by the above-named Testator. as and for his Last Will and Testament. in the presence of us. who at his request. have hereunto Page 2 of 4 Pages COMMONWEALTH OF pENNSYLVANIA ) COUNTY OF CUMBERLAND 55. ) 1. Milford F. Itz. Testator. whose name is signed to the attached or foregoing instIllment, having been duly qualified according to law. do hereby acknowledge that I signed and executed the instIllment as my Last Will: that I signed it willingly; and that I signed it as my free and voluntarY act for the purposes therein expressed. :. ~ ~4-~ -ft ~) Milford JP. Itz ... " , ~'..... . 'J Sworn or affmned to and acknowledged before me by Milford F. Itz, the Testator. this day of ._J,'->- _ I 1993. ~;:;li~'J ~. I, il';'" COMMoNWEALTH OF PENNSYLVANIA ) : 55. ) ~s.aJ \(j11beI1V E. 'Msef. Nol3I'/ Pltl!C COllSlP. 80<0. c""""n.", c,"'I:I\l'f MY~E.'PlesCi!C.23. '995 coUNTY OF CUMBERLAND We .' ,.'",.. . . . . __. - .'- '"'- ..... - ':"".. \. _.' '... - '- '-(. I" the witnesses whose names are signed to the attached or foregoing instrument. being duly qualified according to law. do depose and say that we were present and saw Milford F. Hz. the Testator. sign and execute the instrument as his Last Will: that the Testator signed willingly and that the Testator executed it as his free and voluntarY act for the purposes therein expressed: that each of us. in the hearing and sight of the Testator. signed the Will as witnesses: and that to the best of our knowledge the Testator was at that time 18 or more years of age. of sound mind and under no constraint or undue influence. \ MJ~~ Address -, . '. '.' .. .,.. ~l Ad~~:~'~~' " - I . .. 't- ..' '- .../~ Sworn or affmned to and subscribed before me this - '-day of ....,-.--, 1993. \ L /~ , {, ,~ /0 II ,',. . Notary Public I Nof:rol StMI I<jmt)et!y E. w,;er. NOlal'f PI.ll'iC c.:.n",,&l<O.~Counl'f MYCGJTIIn.!!A)f1E.'DtI!SC~2J.1995 Page ~ of ~ Pages AGREEMENT OF TRUST AGREEMENT OF TRUST made and entered into this 'lob-day of ~ ,19'11, by and between MILFORD F. ITZ of the Borough of Carlisle, Cumberland County, Pennsylvania (hereinafter referred to as "Settlor"), and FARMERS TRUST COMPANY of Carlisle, Pennsylvania (hereinafter referred to as "Trustee"). Intending to be legally bound hereby, the parties hereto do hereby agree as follows: ARTICLE I Settlor hereby transfers to Trustee, in trust, for the purposes hereinafter set forth, the property as set forth in Schedule "A" attached hereto and made part hereof and such olher property as from time to time transferred by Settlor to Trustee. ARTICLE II The Trustee shall collect the income from the Trust Estate and shall pay all proper charges and expenses. The net income of the Trust Estate after payment of all such charges and expenses shall be held, administered and investcd by the Trustec, to be distributed, together with the net income and such accumulated income and corpus, as provided in Schedule "B" hereto and made part hereof. Upon the death of Settlor, the corpus and accrued income, if any, shall be distributed as further provided in Schedule "B", attached hereto signed and dated and as from time to time revised and made part hereof. All dividends payable in shares of stock in the . corporations declaring the dividends shall be treated as principal without regard to the number of shares payable. ARTICLE m During the lifetime of Settlor, this Trust may be revoked by the said Settlor by giving five (5) days written notice to the Trustee hereunder, and in such case, all property whether principal or accrued income or any combination of the foregoing being held in the Trust shall be distributed to Settlor. Further, during the lifetime of Settlor, this Trust may be altcred or amended by amendment of this Trust Agreement signed by both Settlor and Trustee. ARTICLE IV No part of the income or principal of the property held under this Trust or trusts subsequently created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual ... ~. ~.. .... receipt thereof. TIle Trustee shall pay over the net income and the principal of the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary of these trusts, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. ARTICLE V In addition to the powers conferred by case law, by statute, and by other provisions hereof, the Trustee and successor Trustees, shall have the following discretionary powers applicable to all property held which powers shall be effective without order of any court and shall exist until fmal distribution: (a) To retain any property of any nature received for whatever period the Trustee shall deem advisable; (b) To invest and reinvest all or any part of said property in such stocks, bonds, securities or other property, real or personal, as the Trustee shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; (c) To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on tenns, publicly or privately, or to lease, even for a tenn exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to . repudiate them in favor of a higher offer; (d) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of the Trust; (e) To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; (I) To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of infonnation deemed reliable without liability for disbursements made on such assumption; (g) To pay from the corpus of the Trust, or the income therefrom, all debts, claims, taxes or similar charges; (h) To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and the Trustee, in his absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; (i) To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; (j) To invest in endowment, insurance or annuity policies on the lives of beneficiaries of the Trust hereunder; (k) To continue in any partnership, joint venture, joint ownership or other business enterprise of which Settlor is a part at the time of his death; (I) To compromise claims; (m) To continue for whatever period of time as the Trustee shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as Settlor could have acted while living; (n) To do all other acts in the judgment of the Trustee necessary or desirable for the proper management, investment and distribution of Settlor's Estate. ARTICLE VI This Trust shall be administered and interpreted in accordance with the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, Settlor and Trustee have hereunto set their hands and seals the day and year aforesaid. Wi~~ SETTLOR: d:' ~or~(SEAL) Milfor F tz Attest: FARMERS TRUST COMPANY, TRUSTEE: I . I ~. I J.. / I /UU_I.1 ,_~...;tr / Jtl.l\L .\bl\J,l I . FARMERS IRUSI CO A U I 0 . I R U S I PAGE I . ASSEr REVIEW Alom 11/83/93 Current AccOIlnt 89:82 FOR 5e ee .381 II 2 Mil rORO r. IIZ IRUSI IINOER AGRfEMENI POSIIIONS AS OF 11/82/93 INVESIMENr OrFICER PRICES AS OF 18m/93 SCHEDULE "A" UNII INVrSIMEN' 101M ESTIMAIEO CURREN I SHARES OR PAR SECUR IIY NAME MARKEl cosr 8ASIS MARKET VALOE ANNL INC YlELO ....-.-------------.--.-..----- C A S II ....---...-.-..---.---------.---.- INCOME CASH 278,01 278.U1 PRINCIPAl. CASIl 8.88 e.ee 10m CASH 278.81 278.01 n_______n___n__n__ CAS II E Q II I V A I. E N I S ________._____m_____m MISC CASH EQOIV.IXOL 26,136.5ge8 IEMP FIINO (INCOME) 26,136.59 26,136.59 796 3.8 28,915.8688 FED FUND (PRINCIPAl) 28,915.86 28,915.06 808 3.8 10lAl MISC CASU EQUllI.IXOL 55,851.65 55,851.65 1,677 3.8 rOIAL CASH EQOIVALENIS 55 ,851.65 \5,851.65 1,677 H .--.---------.- F I X E 0 INCOME S E C II R I I I E S __mmmmn__ MUNICIPAL 80S & NIS 35,88e.e18e DERKS CO GO 5.R81 11-15'93 188.133 35,010.08 35,8.6.55 2,I3e 5.8 25,888.8888 DERKS CO GO 3.901 11-15-95 181.373 2.,080.08 25,m.25 975 3.0 25,88e.0888 CARLISLE DOROUGIl WAIER/RPI 3 99.279 25,Ole.00 24,819.75 938 3.8 .m 12-15-97 25,8e8.e8e8 EPIlRAIA PA SCH OIST SERIES A 103.177 25,88e.88 25,79U5 1,313 5.1 5.251 1-15.95 25.88Ue8e IlEMPF IEL 0 sCllom 0' S r 4. m 183.556 25,880.e8 25,889.88 I,m u R-15-96 25,oe8.8888 I ANCASIER CO 1I0SP AUIII ..1 I 188.m 2.,937.58 75,285.75 1,825 U DUE 7/1/94 75,888.888e MONTGOMERY CO 3.751 18'15-9. 188.5.6 25,oe8.ee 25,136.58 013 3.2 25,888.8880 NORFlIUM8ERLANO CO AllIU un 182.m 25 ,ooe .8e 25,5eO.75 1,125 U 0-15'95 25,8ee.8888 PENN MANOR sell OISI 5..01 6, IU.913 25,8e8.e8 26,220.25 1,350 5.1 1-96 25,88e.oe08 PEllN SIAl[ UNIVfRSIIY UOI 101.710 2.,954,25 ~S,4~7 .S9 1,050 U 0-15-96 25,88~.e888 PENN SIAIE UNIVERSIIY 4.481 182.203 74,563.25 15,550.75 1,180 ~.~ 0-15-97 25,e8e.888e PEQUEA VAllEl SCII OISI 5.681 185.892 25,8ee.e8 26,m.08 1,.80 5.3 12.15.96 25,81e.810e POCONO MOUNIAIH SCIl OISI U 181. 937 25,808.88 25,.04.25 1,100 U 81 18-1-95 FARMERS IRUSl CO AUIO-IRlISI i\SS[I REVIEW PAGE 2 AI0682 11/83/93 89:82 . . Current Account FOR 58 88 ml II Z MILFORD r. 111 IRUSI UNDER AGREE MEN I INVEsrMENI OFFICER POSlrlONS AS OF 11/8Z/93 PRICES AS or 18/29/93 UNIT INVISIMENI fOlA! ESTlnA'ED eURRENF SHARES OR PAR SEeUR ITY NAME MARKEl COSI OASIS MARKEl VAllIE ANNL INe YIELO 25,8eO.0888 SCRANION REDEV AUIH 7.18S 187.312 75,88e.oe 25,57R.08 1,775 6.9 6-1-91 IOIAL MUNICIPAL DOS & NIS 359,3.3.88 367,m.55 17,218 u IOFAL FIXED INCOME SECURITIES 359,343.88 J67 ,.85.55 17,210 U .-----..--------------...--.-- E QUI T I I S ---.-.-.--.-----------...-------- COMMON srOCK 288.8eOO DELI SOUIII CORP 67.m 6 ,60B. 95 17,~58.80 552 U COM .88.8888 EXXON CORP 65.37~ 11,354. 92 26,158.88 1,152 ... COM 288.0e88 GEORGIA PAC CORP 6U50 9,563.80 12,858.88 320 2.5 COM m.8888 IIERSIIEY 1000S CORP 53.008 7,7e5.88 13,258.8e 398 2.3 COM 388.8e8e SOUIIlERN CO .. .875 6,718.82 13,462.58 60. 5.1 COH IOIAI COMMON SIOCK .I,m.69 78,262.58 3,800 3.8 rom EQUITIES 41 ,150.69 18.m.58 3,880 3.0 GRANO IOIAl m,116.15 581,878.51 21,982 U . FARMERS IRUSI CO A U 10- I R U S I ASSEr REV I EW . Curren I Accolml FOR 5e 8e 4381 II 2 Mil FORO F. IIZ IRUST UNOER AGREEMENI INVESIMENF OFFICER POSlllONS AS OF 11/82/93 PRICES AS OF IB/29/93 I N V E S I MEN I SUMMAR! GROUP COST MARKer mOST UMKI eASIl $278.01 $278.01 8.1 8.1 eASIl EQUIVALENFS 5S ,85U5 55,851.65 12.1 11.8 FIXED IHCOME SECURIIIES 359,343.88 367,.05.55 70.8 73.3 COMMON IRUSF FUNDS 8.88 8.88 U 8.B MUTUAL FUNOS UB UB U e.8 EQUIFIES H,m.69 70.262.58 9.1 15.6 MISCELLANEOUS ASSEIS e.80 UB e.o B.8 UADIUTlES U8 8.8e 8.8 8.8 101A! U56,1I6.15 $581,878.51 UB.8 180.8 Invesllenl Mil Objective IS Prior Year End Markel Value 406,963.16 8S Realized Shorl lerl Gain YIO 8.88 IS Realized Long Terl Gain YIO U.75 81 Fees Paid Calendar YIO 2,256.83 n eontrlbullons 10 Dale 8.0e ,...,.,.."....".'h..'~ PAGE 3 A10m I 1183/93 89:82 I i , \ . SCHEDULE "B" I. During the lifetime of Settlor, the net income of the Trust, if any, shall be paid to or for the benefit of Settlor in at least quarterly installments, and the principal of the Trust, if any. or any portion of the principal, shall be paid as Settlor. or someone acting legally on Settlor's behalf, may demand. Even though Settlor is not adjudicated incompetent, if Settlor is under a legal disability or because of mental or physical disability is, in the opinion of the Trustee hereunder, unable to make reasoned demands for amounts from the principal, the Trustee hereunder shall pay for Settlor's benefit such amount from the principal as may be necessary to maintain for SenIor a standard of living approximately equal to that maintained by Settlor during Settlor's lifetime, and to meet Settlor's expense arising from ill health or invalidism. 2. Upon the death of Settlor, the principal and undistributed income, if any, shall be distributed as follows: (a) If Settlor's spouse survives Settlor by thirty (30) days, the Trustee shall divide the Trust (including any assets received under Settlor's Will) into two portions known as the "Marital Fund" and the "Credit Trust". (1) The Marital Fund, which shall not be reduced by any taxes by reason of Senior's death, shall be that fractional proportion of SenIor's estate determined as follows: the numerator of such fractional proportion shall be the smallest amount which, if allowed as a marital deduction, would result in the least possible Federal Estate Tax being paid as a result of Settlor's death, after allowing for the unified credit against Federal Estate Tax and all available credits and deductions claimed. The numerator shall be reduced by the value of any property which passes to SenIor's spouse which qualifies for the marital deduction and shall further be reduced by that amount, if any, which, when added to the Settlor's taxable estate, will result in Federal Estate Tax no larger than the credit for State Death Taxes allowed in Settlor's estate without increasing any State Death Taxes payable as a result of Settlor's death. The denominator of this fraction shall be the value of the entirety of Senior's estate. Values assigned to the property for the purposes of tis computation shall be those values finally determined for Federal Estate Tax purposes. (2) The Marital Fund shall be distributed outright to Settlor's spouse, as soon as practicable after Settlor's death. (3) The Credit Trust shall be held and managed by the Trustee in accordance with Item 2(b) of this Schedule. (4) The Trustee shall have the power to distribute assets in cash or in kind to the Marital Fund or to the Credit Trust and to select specific property to be distributed to the Marital Fund or the Credit Trust without regard to income tax basis of such property. In making these allocations, the Trustee shall use the value of the assets as of the date or dates of distribution so that each distribution shares proportionally in the appreciation or depreciation of assets between the date of Settlor's death and the date of or dates for distribution. No allocation of assets shall be made to the Marital Fund which are not qualified for the marital deduction. To the extent that other assets would qualify for the marital deduction are available, there shall not be allocated to the Marital Fund any assets with respect to which an estate tax crCdit for taxes paid is allowable or United States Treasury Bonds that are eligible for redemption at par value in payment of the Federal Estate Tax. In computing the marital deduction, all generation skipping transfer orders for which Settlor is the "deemed transferor" shall be disregarded. (b) The Trustee shall hold the assets received into the Credit Trust for the following purposes: (1) To pay the net income, at least quarterly, to Settlor's spouse, for life. In addition, the Trustee may invade the principal of the Trust to provide for the proper and adequate support of Settlor's spouse. (2) The Trustee shall pay to Settlor's spouse, annually, such sum from the principal of the Trust as Settlor's spouse may request in writing, provided, however, that said sum may not exceed the greater of $5,000.00 or 5 % of the aggregate value at the time of said request of the principal of the Credit Trust. (3) Upon the death of Settlor's spouse, the principal and accrued income of the trust, if any, shall be divided into equal shares with each share continuing to be held in trust by the Trustee herein named. One such share shall be held for the benefit of NANCY ITZ SIMPSON for her lifetime and the other such share shall be held for the benefit of DEBORAH STARR MYERS, for her lifetime, the said beneficiaries being the children of Settlor. The net income of each such trust shall be distributed to the beneficiary thereof in quarterly installments. Further, the Trustee shall have the discretion to invade the principal of each such trust for the health. education, maintenance and support of such beneficiary. (4) Upon the death of NANCY ITZ SIMPSON, the principal and accrued income, if any, remaining in her trust shall be added to the trust for the benefit of DEBORAH STARR MYERS if she shall survive. If the said DEBORAH STARR MYERS shall not have survived the said NANCY ITZ SIMPSON. such share shall be distributed to the issue of DEBORAH STARR MYERS, per stirpes. Upon the death of the said DEBORAH STARR MYERS, the principal and accrued income. if any. of the trust for her benefit shall be distributed to her issue, per stirpes. Schedule B executed this 20.... day of ~ , 19'13. Witness: ~&fk ~J~ Settlor I.') ;09, Q- BUREAU OF INDIVIDUAL TAXES INHERIT'"C! fAK DIVISION D(PT. ZI060l HARAISIUAG, PI 111:a'D,01 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INNERITANcE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANcE OF DEDUCTIONS AND ASSESSMENT OF TAX FINANCIAL TRUST SERVICE:; CO 1 WEST HIGI! ST PO BOX 220 CARLISLE PA 17013 DATE JULY 21, 19')7 ESTATE OF MILrORD F ITZ DATE OF DEATH JUNE 3, 1996 FILE NUHBER 2196-0483 COUNTY CUMBERLAND ACN 101 .nount Ren1 tt.d (I *' In.nd II "'111.111 HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAIlD COUlITY COURTHOUSE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV':i54'i-Ex-jii'pnnii-:97Y-iioYicEnoF-YriHEiiiTANcn'-A'in"PPRiiisEHEiiT~--jLl-oiiANCE-'i'-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HILFORD F ITZ FILE NO. 2196-0483 ACN 101 DATE 7-21-97 IX I CHANGED SEE ATTACHED APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel E,.enul/Ad.. COlls/Hhc. E,.onul (Schedulo HI 19) 40.871.06 10. Debts/Morlgoge LhbllIUOI/Uonl (Schodulo Il 1101 771.01 11. Totol Doductlonl (Ill 12. N.t Valu. of Tax R.turn (12) 13. Charitable/Covernllantal aequa.ts (Schedule J) (13) 14. Net Voluo of Estato Subjoct to To, 1141 602.797.72 NOTE: If an assessment was issued previouslY, lines 14, IS and/or 16, 17 and IB will reflect figures that include the total of ~ returns assessed to date. ASSESSHENT OF TAX: 15. Amaunt of Lin_ 14 at Spousal rat. 16. A.aunt of LIn. 14 taxable at Lin..l/CI... A rat. 17. A.aunt of Lin. 14 taxable at Collataral/Cla.s 8 rat. 18. Principal Tax Du. TAX CREDITS: PAYHENT DATE 3-3-97 llSI 0 xOO . 0 (16) 0 x06 . 0 1171 0 X 15 . 0 IlSI () AMOUNT PAID 12,577.61 TAX RETURN WAS. ( I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. Rool Eltote ISchodule Al 2. Stock. and Bandl (Schedul. 8) 3. Clos.ly Hald stock/Partnership Int.rast (Schedule C) 4. Hartg.gal/Not.. Receivabl. (Schedul. D) S. Cash/Bank Deposits/Nile. Parlonal Property (Schedule E) 6. Jointly Ownad Property (Schedule f) 7. Transfars (Schedule G) 8. Tot.l A.I.t. III (21 (31 (41 IS) (61 171 NnN~ un Qn! n NONE NONE 121.9U..12 NONE 7QI'iQ~ 'if., (S) RECEIPT NUHBER DISCOUNT It I INTEREST/PEN PAID 1-) AA185225 TOTAL TAX CREDIT "CREDIT MAY BE APPLIED TO COMPROMISE TAX ACN 102. BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE HOTE: To insure proper credit to your account, sub.it the upper portion of thll for. with your talC pay.ant. 641..1.1.1 .81 41 ,644,09 602.797.72 12 "12 . 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" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS. I I ! RESERVATIONs Elt,t.. of decedent. dying on Dr before Dece.ber Il, 19.2 .. If ~~ future 1"'ar..t In thl I.lat. I, tran.farrad In po.....lon Of enJov-ent to el... . (colll'.ral) beneflcl,r... of th. decedent .ft.t the ..plrallon of eny ..lat. for II', or for Y""" the Co..onw.alth ~r~y ..pt..tly r...rv.. the right to .",..1.. end ...... trantf.r I~rltenc. TI... at the l~'ul Cl... . (colllt.r.l) rat. on Iny .uch lutur. lntar..t. PIJIl1>OR rtF NOTICEI To fulfill the requl,...."ta of SKtlon ZllliQ of the InherltMCI Met E,tat. tlx Act, Act 21 of 1995. (72 P.S. Section 9140). PAYI1EHTI DetKh the top portion of thh Notlu Md tuba It .,ith your PIYNnt to the bll.tar 0' "l1b printed on the ,.1.,11"''' .Id.. uHek, check or ItOMV order plyllbl, tal REGISTER OF MILLS, AGENT REf\HJ (CAh A r.ft.nI of . to credit, which .... not ".quIUed on the 18. Alturn, "V' bt raqw.tad by cOIPlttlng WI -.pp1!caUon 'or R.fund of Pennly1v.,l. I~rltanc. ~ E,tat. Tax~ (REV-IlIl). Application. .ra .vallabl. at ~ Offlca of the Ragl.tar 0' Will., Iny of the 23 Ravenu. DI.trlct Offlc.., or by calling the .pecl.l Z4-hour Intwerlng ..rvlca nu.ber. for for.. ord.rlng, In P~'Ylvanla l-aOO-362-20S0, out.ld. P.nn.ylvanl. and within local HarrIsburg ar.. (717) 717.a094, TOOl (717) 772-2252 CH.arlng lap.lrad Only). 1 OIJECTIONSI Any p.rty In Int.r..t not .atl.fled with tha appral.e-.nt, allowanca or dl..llowenc. of d'ductlon., or .......ant of tax Uncludlng dhcOU'\t or Intar.." a, shown on thh Notice IN,t object within ,lxt:t C6O) day. of racelpt of thl, Notice b:t' . --written prot..t to thl p, o.part-.nt of R.venu., loard of 'pp..I., D.pt. ZIIOZI, Harrl.bura, PA 17121-1021, OR --.tactlon to have thl .,tt.r det.r.lnad at audit of the account of the p.r'OMI repr..antatlv., OR nappe, I to the Orphan,' Court. 'OftIH ISTR'fIVE CORRECTIONS 1 Factu.l .rror. dl.cov.red on thl. .......ant .hould b. eddr....d In writing tor PA Depart,ant of Rlvenu., lureau of Individual TaXI', ATTHr Po.t A.......nt Ravl.w Unit, Dept. 210601, Harrl.burg, P' 171ZI.0601 ~ (717) 717.6505. Sae p.ga S of thl bookl.t ~In.tructlon. for l~rlt8nCa Tax Return for. R..ldant Dacadant~ CREV-lS0I' 'or In axplan.tlon of .o.lnl.tratlvaly correctabla arrar.. DlSCCUfTI If ....y tax due h paid within thr.. (S) c,landar aonth, aft.r the decadent'. death, a five percent CS~) dlscOW'lt of the tax p.ld is allowed. PENALTYI The ISZ tax aana.ty non-p.rtlclpatlon pen.lty I, coaputed on the tot.l of the t.x and Int.re.t .......d, and not paid bafara Januar:t 11, 1"6, the first day aU.r the end of the tax ~.ty parlod. This non.p.rtlclpaUon ,.",lty h app..I.le In the ... 'arwMr and In the thl .... tI.. p,rlod .. :tou NOUld eppall thl tax and Intere.t that has bMn ......ed a. Indlc.ted on thh noUc.. INTEREST I tnt.r..t I, chargad' beginning with flr.t day of d.llnquency, or nine C,) aonth. and one (1) day fro. the data of death, to the data of pavaant. Taxa. which bIe... dallnquent b.fare January I, 1'12 be.r Intlr..t .t the rat. of .Ix (~) parcant par Mn.M calculated at a d.ll:t r.ta of .000U.4. AU tex.. which bee... d.lInquent on and .fta,. Januar:t I, 1912 will b..r Intar..t at a rat. which will vary froe calandar year to caland.r :tl.r with that r.t. amouncld by the PA Dep.rt.."t of Alvenua. ThI appllcabl. Inter..t rat.. for 1912 through 1"7 ara, '!!!! Int.rllt R.t. D.lly Int.r..t FlCtor !!!! Int.rllt A.ta D.lly Intar..t F.ctar 1912 ZOX .000541 1917 9% .000247 1983 I6X .010431 1911.1991 IIX .00UO! 19M IIX .010301 I99Z 9% .0aoZ47 1985 UX .000356 1995-199< n .010192 1916 lOX .000Z7~ 1"5-1997 9% .OaOZ~7 uInt.rllt 11 calcul.'N ., '0111*11 INTEREST . BALANCE OF TAX UNPAIO X HUKBER OF OAYS OELINQUENT X DAILY INTEREST FACTOR -.An:t Notlc. I.sued aft.r the t.M beeGl.. delInquent wIll reflact an Int.r..t c.lculatlon to f1ft.en CIS) dlv. bavond tM date of the ......Mnt. If p.:tttant 11 .lIde elt.r thl Interllt COlpUtatlon data Ihowl on the Notlc., 8ddltlonal Int.r..t au.t be c.lcul.t8d. , .". -- . INHERITANCE TAX EXPLANATION Of CHANGES :t.:.:~',~ .,.~.;r COMMONWEAltH OF PENNSYLVANIA DEPARTMENT OF REVENUE IURlAU Of INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG. PA 171UObOI DECEDENT'S NAME 11'1."'10111""1 ~ ,0 .. filE NUMBER 219&-0483 ACN IUlford F. It~ 101 EXPLANATION OF CHANGES ITEM NO. SCHEDULE the tax due on all current interests is reflected on the attached InheritanCe tax AssesSlIIent. the tax due on all future interest uncertain- ties is covered on the attached cOlllprolOise tnx proposul. ~~t EStAtE SUBJECT to COMPROMISE H $602,797.72 .. TAX EXAMINER: ." ..lIarry. A. Herc._... _ _..__ _ ..__________ PAGE _LoU . . ~ .~ r;, i ,~ r) ~3 l" , -- 0.. - - co, .. Ul oc,.: ., "- () '." .' ~ ~. \.Ju.; P' '..u :J. cr: UU - ~ / j - / (}It - ,~ BUREAU OF INDIVIDUAL TAKES INhlAltAHC[ tAk DiviSION DEPt. la0601 HARRISBURG, Pi 111:a-0601 ~* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAK APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAK tl'.U_' "I" ....911 FlllAtlC I1.L TI!lI:;'l' :;EHV 1 CI'::; co I \'IEST III GIl ST 1'0 BOX 220 CAHLlSLE I'A 1701:1 DATE .IIII.'! .'1, I'n'! ESTATE OF 1.11I.FOIW I' ITi: DATE OF DEATH .IIIIIE ;, 1')')(, FILE NUMBER .' 1 ')(,-III,P.; COUNTY CI/!.lIH':H!.Allli ACN I{j I Anount Renltt.d MAKE CHECK PAYABLE AND REMIT PAYHENT TO: HE(; 1 :mm OF \'11 !.U; CUI'lBEHLAIID COUtlTY COUHTIlOUSC: C,\l{Ll:';LE I'A 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:i5'4TEX-AFi;-ioJ':ij'fj-iiiificE--OF-YN"HEiiiTANCE-;:jiiDipPRAisEHiiir-;-ALDiiiANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF !.IlLFORD F In FILE NO. 2196-01,83 ACN 101 DATE 7-21- 7 TAK RETURN WAS, ( J ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: OIUGlllAL 1. R..I est.t. (Schedule AJ 2. Stock. and Bonds (Schedule OJ 3. Clos.ly Held stock/Partnership lnter..t (Schedule C) 4. Hortgag../Not.. Racelvable (Schedule OJ 5. C..h/Bank Oapollts/Hisc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule F) 7. Transfers (Schadula G) 8. Total Assats IX J CHANGED SEE ATTACHED !lOIIF !;.n QO! 1 ~ !lOll I' NorlE 12,.9/.1..12 1I01lE NOTE: To in sur. propar cradit to your account, sub.it tha upp.r portion of this for. with your bx pay"ant. 11) (21 (3J 14J (5) (bJ 17J ..,q l)O~ l)(l (,1./,. /,1.1 .81 (8J APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funaral Expansas/Ad". Costs/Hise, Expanses (Schadula H) (9) I~O.R71 .06 10. Dobh/Nodgogo L10blli tlu/L1ons ISchodulo 1) 110) 77,.0, 11. Total Daductions Ill) 12. Nat Valua of Tax Raturn (12) 13. Charitabla/Govarn"antal aaquasts ISchedula J) (13) 14. Not Voluo of Estoto Subjoct to To' 114J 602.797.72 NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSHENT OF TAX: 15. Amount of lina 14 at Spousal rat. I1S) 16. Amount of lina 14 taxabla at Linaal/Class A rat. (1&) 17. Amount of Lina 14 taxabla at Collataral/Class a rat. (17) 18. Principal Ta. Du. TAX CREDITS: PAYNENT DATE 3-3-97 1,1 .6/,1, .09 602.797.72 o o () KOO = K06 = X15 = 1181 o o o n RECEIPT HUNDER AA 1852;'5 DISCOUNT I') INTEREST/PEN PAID (-J ANOUNT PAIO 12,577.61 TOTAL TAX CREDIT ""CHEDIT HAY Br~ APPLIED TO COfolI'HOHU,!'; TAX AC!l 102. BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 12 577.61 ''"12 '-77.(,1 CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS TNAN $1. NO PAYNE NT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU HAY DE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.J r"' ~-~ . ~ ... . t,l '.\ RESERVITIONI E.t.t.. of dlcldent. dying on or blforl Dlcl~lr 12, 1982 .. If any futurl Intlr..t In the ..tlt. I. tran.f.rr.d In po.....lon or enJoy..nt to CI... . (coll.t.r.l) beneflcl.rl.. of thl decadent .ft.r thl IMPlr.tlon of any ..t.t. for 11ft or for YI.r., the Co..onwa.lth harebv .Mpra..ly ra..rv.. the right to appr.i.. and ...... tran.f.r Inh.rltanc. '.M" .t the I~ful CI... . (coll.tar.I' r.ta on anv .uch future Intara.t. PURPOSE OF NOTICE I PIYl1ENTI REFUND (eR) I OBJECTIONS I ID"IN ISTRI TlVE CORRECTIONS I DISC~'I PENAL TVI INTEREST I To fulfill tha r.qulr..ent. of S.ctlon 21~0 of the Inherltanca and E.t.t. TIM Ict, Ict 21 of 1995. (12 P.S. S.ctlon 91~0). Det.ch the top portion of thl. Notlc. and .ub.lt with your p.y.ent to thl Rlgl.t.r of Will. prlnt.d on thl ravar.a sid.. uHlka chick or .CNNIY ordar peyabl. tal REGISTER OF MILLS, AGENT I r.fund of . teM credit, which w.. not r.qua.tad on tha 'aM R.turn, ..y b. raqu..tad by co.platlng en ~Ippllc.tlon for Rlfund of Pann.vlvanla Inharltanca and E.t.ta "M~ (REv-I]I]). Application. .r. .vallabl. .t the OfficI of the Ragl.t.r of Wills, any of the 2] RIV.nul DI.trlct Offlca., or bV ceiling the .p.cl.1 24-hour an'wlrlng ..rvlc. nuablr. for fore. ord.rlngl In P.nn.ylv.nla 1-800-362-2050, out.ld. Pann.ylvanl. and within loc.1 H.rrl.burg .ra. (111) 181-8094, TOOl (111) 112-2252 (H..rlng IIPalr.d Only). Any party In Intara.t not ..tl.flld wIth the appr.lla..nt, allow.nca or dl..llowanc. of d.ductlon., or a..a...ent of taM (Including dl.count or Int.r..t) .. Ihown on thl. Notlc. lU.t obJ.ct within .IMty (60) day. of r.c.lpt of thlt Notice bVI .-wrltten protl.t to the PA Dlp.rt..nt of Ravanua, lo.rd of Appa.I., D.pt. 281021, H.rrl.burg, PA 11128-1021, DR --.I.ctlon to h.vI the e.tt.r d.t.ralnad .t audit of tha .ccount of the parlonal rapr..ant.tlv., OR -.appaal to the Orphan.' Court. Feetu.1 .rror. dl.cov.r.d on thl, ........nt .hould b. .ddr....d In writing to: PA Dlpart..nt of RIV.nu., Bur.au of Indlvldu.1 TaM", ATTHI Po.t AI......nt Rlvl.w unit, a.pt. l80601, H.rrl.burg, PI 11121-0601 Phone (711) 111-6505. SI' pig. 5 of the bookl.t Mln.tructlon. for Inh.rltanc. TaM R.turn for I R..ld.nt DlCadant~ (REY.1501) for an ..pl.natlon of ad.lnl.tr.tlv.ly corr.ctabl. .rror.. If any teM due II p.ld withIn thr.. (3) c.l.nd.r eonthl eft.r the d.c.d.nt'. d..th, a flv. p.rc.nt (5%) dl.count of thl tlM p.ld I. allow.d. ThI 15% taM aena.ty non-participation p.nalty I. coeput.d on the tot.1 of tha t,M end Int.r..t .......d, and not p.ld b.for. January 11, 1996, the flr.t day .ft.r the .nd of the t.. aen..ty p.rlod. Thl. non-participation p.n.lty I. IPp..labl. In thl .... aann.r and In thl the .... tIe. p.rlod al you would app..1 thl t.M and Int.r..t thet he. bien .......d .1 Indlcatld on thl. notlc.. Int.r..t I. charg.d b.glnnlng with flr.t dav 0' d.llnquency, or nln. (9) .onth. and on. (I) dav 'rOl the data of d..th, to the data of p'Y.lnt. T.... which b.c... dallnqu.nt b.for. January 1, 1981 b..r Int.r..t et the rat. of .IM (6%) p.rc.nt plr annue calcul.t.d at . d.lly rat. 0' .000I6~. All taM" which b.ca.. d.llnqu.nt on and .,t.r Janu.ry 1, 1982 will b..r Int.r..t et . rete which will v.ry froa cal.nder y..r to celand.r yl.r with th.t r.t. ennounc.d by the PA D.p.rt..nt 0' Rav.nu.. Th. .ppllc.bl. Int.r..t ret.. for 1981 through 1991 .r.1 !!!! Int.,..t Rat. Dilly Int.rut rlctor !!!r Int,,"t Rat. Dally Intlr..t ractor 1982 20% .000548 1987 9% .0002~1 1983 16% .00Ott38 1988-1991 11% .000301 1914 11% .00OJOI 1992 9% .000241 1985 U% .OOOJ56 1993-1994 7% .000192 1986 lOX .000214 1995-1991 9% .OOO2~l ulnt.rllt I. cllcul.tad .. follow'l INTEREST ~ BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I..u.d I't.r the tlM b.co... d.llnqu.nt will r.fl.ct an Int.r..t cllculltlon to fl't..n CIS) d.y. bevond the data of the ........nt. If Ply..nt I. ..d. .ft.r thl Int.r..t coaputatlon d.t. .hown on the Hotlc., Iddltlon.1 Int.r..t au.t b. cllculatld. N . <;? " ~ (-,", ~ N '5 ) :"-.. <.1 5 ~- l.. p' T'\I'" ""'v PAvttEHTI Detach the top portion of thll Notlca end .ubalt with your payaent udtI pa.,abla to the n... end ~n" pr.nted on the ravlna ..de. If RESlDEHT DECEDENT aaka check or .une., ordlr payabla tos REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT aaka cheek or aonay ordar Plyebh tOI COHHONWEALTH OF PENNSVLVANIA. REfUND (CRh A rafund of . hx credit, which .... not reque.t.d on the Tax R.turn, aay be raqu..ted b., coaplatlnt an -Appl.cat.on for R.fund of penn..,lvanla I~rltanc. end E.tat. Tax- (REV-ISIS). application. ara avallabl. at the Dfflc. of the A~I.t.r of Will', an., of the ZS R.venue DI.trlct Offlc.' or froa the D.p.rtaant'. Z4-hour .n....r.ng ..rvlca nuebar. for fora. orderlng1 In penn.ylvanl. 1.100.36Z-20S0, out.lda Penn.ylvanl. end within loc.l H.rrlsburg .r.. (717) 717-1094, TOOl (717) 712-2252 ("-.rlng lep.ired only). REPLY TOI Que.tlon' r~.rdlng .rror. contalMCI on this notlc. .hould be addr...ed tos PA D.p.rtaant of R.venue, luraeu of Individual Taxa., ATTNs po.t A.....lent R.vlew unit, Dept. Za0601, Harrl.burg, PA 17128-0601, phone (717) 787-6S0S. DISCOUNT; If any tax due I. paid within thr.. (]) calendar eonth. aft.r tha dee~t'. daath, . fiva parcent (S%) dl.count of the t.. p.ld 1. allowed. PENAL TV; "'- ISX tax ~.ty non-participation F*'alty Is coeputed on the total of the tax end Intar..t ......ad, end not paid before January 11, 1996, the f1r.t dey aft.r the and of the ta. eane.ty p.rlod. INTEREST. Int.rut 11 charged batlmlng ..ith flnt day of delinquency, or nine (9) eonth. end ana (1) da., frOll the d.ta of death, to the data of pa~t. r.... which bee... de1.nquent bafor. January 1, .'8Z baar Intara.t at the rat. of ... (6X) parcent p.r ~ calculated at . dally rat. of .000164. All ta.I' which bee... delinquent on end .ft.r January 1, 1'8' ..111 ba.r lnt.ra.t at . rata which ..111 vary frOll c.lender y.ar to c.landar y..r ..Ith that r.t. annouM:ed b., the Pi Depart""t of R.venue. The eppllcabla lntar..t rat.. for 198Z through 1997 .ra. V..r Int.r..t Rata Dally Int.r..t factor V..r Inter..t R.t. DailY Int.r..t factor 198Z lU .000541 1987 9X .000Z47 198] \62 .oooue 19U-I991 \IX .00OSOI \9" \IX .000301 199Z 9X .000241 1985 \12 .00OS56 199]-1994 n .000192 1916 \'X .000274 1995-1991 9X .000247 "-Int.rut II c.lculated .. follou.1 INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --An., Hotlca I.sued .ft.r the t.. baCOIII delInquent ..Ill r.flact an lnt.r..t calcul.tlon to fIfteen (15) de.,1 bayond ttMI deta of the ........"t. If P.~t .. HeM aUar tM Inter..t COIIPUhtlon data IhcMIn on tM HotlCI, additional Int.r..t .....t M calculated. PI'flIENTI htKh tM top portion of thl. HoUc. .-Nt .alt ..Ith your p.YMnt ndII p.yllbl. to the n.. .-Nt eddr... printed on the r.".r.. .Ide. If RESIDENT DECEDENT ..... check or MMY order p.yllbh tOI RECISTER OF WILLS, ACENT. If NOH-RESIDENT DECEDENT ..... check or IIOMY order p.yllbl. tOI C0t1l10NWEALTH OF PENNSYLVANIA. REf\IND (tA), I r.'\.nIt of . tax credlt, which .... not reque.t.d on the T.. R.turn, uy be nque.ted by cOllPI.Una ." -Appllc.tlon for R.fund of Pann.yl"."I. Inherltanc. .-Nt E.tata T..- (REV-I'IS). Appllcetlon. .r. .".llabl. .t the Dfflc. of the Regl.t.r of Will., ."y of the Z3 R.,,~ DI.trlct Dfflc.. or fr~ the o.p.rtaent'. Z4-hour ."....rlna ..rvlce nueber. for for.. orderlnt' In Penn.,lvanl. 1-800-36Z-Z050, out.lde Penn.yl"anl. end ..Ithln lacel Herrllburg .r~. (717) 787-1094, TDQI (717) 77Z-Z25Z (~rlng lapalred only). REPLY 101 Que.Uon. rq.rdlna .rror. contained on this noUc. should be IIddr...tId tOI PI o.p.rtunt of R."........, aur." of Indl"lduel T...., ITTHI Po.t I......-nt R."I... unit, Dept. Z10601, Harrisburg, PI 17121.0601, phone (717) 787-6505. DISCOl..lf1I If eny tu due Is p.ld ..Ithln thrH (3) c.lendar ~th. after the decedent'. daIIth, a fI". p.rcent (5%) d"c~t of the tu paid I. allowed. PENALTYI The 15% tu ..-.ty non-p.rtlclp.tlon penalty II COllPUttld on the tot.l of the tax end Int.re.t ......ed, Ilt'Id not paid before January 18, 1996, the flrlt day .fllr the Md of the tu: ..,..ty period. INTEREST I Int.re.t II ch8rged beginning ..Ith flrlt dey of dell~y, or nl". (,) ~th' Md OM (1) dey 'roe the dIIt. of de.th, to the d.t. of p.,.."t. T.... whll:h bee_ dell~t ba'ore JW'lUlry 1, 1982 belr Inter..t It the rat. of .he (6X) percent per ......u. calcul.ted at . delly ret. of .00Dl64. III t.... which beceM delinquent on end aft.r Jenuary 1, l'IZ ..Ill be.r Int.r..t at a ret. whll:h ..Ill Vlry 'r~ c.lendar ,..r to celendar ,..r ..Ith that r.t. announced by the PI Deperteent of R."......... Tha appllcabl. Int.r..t reta. for l'IZ through 1997 .ral I il V... Int.,..t Reta O.lly Int.r..t Factor V... Inter.st R.t. o.lb Int.re.t Factor I'IZ 2GX .ODDS48 1987 'X . DDDZ47 I'IS IU .0DD"sa l,aa-I991 IIX .oonn 1914 IIX .DDUDl 1992 9X . DDOZ47 I'U UX .00DS56 1995-1994 n .ODDI9Z 1'16 lOX .ODDll4 1995-1997 'X . DDDZ47 -"Int.rut I. celcul.tld .. follow.' INTEREST a BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "-Any Notle. I.sued .ft.r the t.. b1coee. delinquent ..Ill r.flact .n Int.r..t celcul.tlon to flft.-n (IS) day. ~yond the ct.t. of the .........,t. If paV'M'1t 11 ..,. .fter the Inter..t ~tetlon dill shown on tM Hotlca, additional Int.r..t .u.t be c.lcul.ted. 15~ ItYI ..;, BUREAU Of INDIVIDUAL TA~Es IHttEAITANet lAX DIVISION O[PT. za06Dl HARAISIURG, PA 1711a-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMSNATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' ., L/ 11..41111'" III.'" FINANCIAL TRUST 1 W HIGH ST PO BOX 220 CARLISLE SERVS CO DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-13-97 IlZ 06-03-96 21 96-0483 CUMBERLAND 201 MILFORD AlI'lount Rellitt.d PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account, subll'lit the upper portion of this forM with your tex p.ynent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .... Rifv:4si-.EX'.AFp..Coi:;97i-........NCificE.-oF.JJETifRHiiiATiO.N-Aiiu-ASlSESSlHENir........._.._............... OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF IlZ MILFORD F FILE NO.21 96-0483 ESTATE TAX DETERMINATION ACN 201 DATE 10-13-97 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 12.577.61 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 12,577.61 5. Pennsylvania Estate Tax' Due TAX CREDITS: PAYMENT DATE DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID RECEIPT NUMBER . ... ,'~ '.,......." TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _If PAID AfTER THIS DATE, SEE REVERSE SIDE (If TOTAL DUE 15 LESS THAN fl, NO PAYNEHT IS REQUIRED fOR CALCULATION Of ADDITIDHAL IHTEREsT. If TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU IlAY BE DUE A REfUHD. SEE REVERSE SIDE Of THIS fDRN fOR INSTRUCTIONS.) F .00 .00 PURPOSE Of NOnCE: To fulfill the r.qulr...nts of S.ctlon 21~S (b) of th. Inh.rltanc. end Estat. Tax Act, Act 21 of 1995. (7l P.5, Sactlon 914S). PAVHENT: Detlch the top portIon af thl. Hotlca and .ub.lt with your pay..nt to the Ragl.t.r of Wills prlnt.d on the r.varse sid.. -- "aka ch.ck or IIOn.y ordar payabl. to: REGISTER OF MILLS. AGENT. REFUND (CR): A r.fund of a tax cr.dlt .ay b. r.qu.stad by co.pl.tlng an "ApplIcatIon for R.fund of P.nnsylvanla Inherltanc. and Estat. Tax" (REY-11I]). ApplicatIons arl av.11.bl. at the Dfflc. of thl Raglst.r of Will., any of the 2] R.vlnu. District Dfflc.. or fro. the Dlpart..nt.. l~.hour anlwlrlng ..rvlcl nuab.r. for for.s ordlrlng: In Pennsylvania l-aOO-S62-Z0S0, outs1d. P.nnlylvenla and within local Harrllburg .re. (717) 7a7'aO'~, TDD' (717) 772-22S2 (H..rlng lap.lr.d Only), OIJECTIONS. Any p.rty In Int.r..t not 'atl.fl.d with thl .....s..nt of tax a. .hown on thl. notlc. ..y obJlct within sixty (60) d.ys af rlc.lpt of thl, Hotlc. by: --wrltt.n prot..t to thl PA DIP.rt..nt of Rav.nu., lo.rd of App.al., D.pt. 2a1021, HarriSburg, PA 1712a-I021, OR --.Iactlng to hBv. the ..tt.r dat.raln.d at audit af the parsonal rlprlsent.tlv., OR "app..1 to the Orphan.' Court. AD"IN- I5TRAllYE CORRECTIONS: Factu.1 error. dlscovar.d on this ....ss.ent should b. addra..ad In writing tal PA DIP.rt..nt of Ravlnu., Buraau of Indlvldu.1 TaXIS, ATTN: Po.t A".'..ant Ravlaw unit, Dlpt. l80601, Harrl.burg, PA 1712'-0601, Phone (717) 7.7-650S. SI. page S of the booklat "Instructions for Inharltance Ta~ Raturn for a Ra.ldant Dacadent" (REY-IS01) for an axplanatlon of adalnl.tratlv.ly corr.ct.bl. .rror.. PENAL TV a Th. Is~ tax aan..ty non-p.rtlclpatlon panalty I. co.putad an the total of the tax and Intar..t .......d, and not paId b.for. Janu.ry 18, 19'6, the flr.t day .ftar the .nd of thl tax .anl.ty p.rlod, Thl. non-partlclp.tlon penalty I. appea1abl. In the .... .ann.r and In the the .... tl.. parlOd a. you would app.al the tax end Int.ra.t that ha. ba.n a',..sad a. Indica tad on thl. notlca. INTEREST : For dat.. 0' daath an or aftar 10-S-'I, Plnn,ylvanla E.tatl Tax ba'ad on the F.daral Est.t. Tax return baeo..s dallnquant at the .xplratlon of nine (09. aanths froa the d.ta of da.th. Far dat.. of da.th prIor to 10-]-91, P.nn.ylvanl. E.tat. '.x b..ad on the Fadaral E.tatl Tax r.turn b.coa.. d.llnquent at the .xplratlon of alGhtaan (18) aonth. fro. the data of d.ath. Taxa. which blca.. dlllnquant bafor. January I, 1'82 baar Int.rl.t at the rat. of six ('~) parcant par annua calculat.d at . dally rate of .000164. All tax.. which baca.. d.llnqulnt on or aft.r January I, l,a2 will b.ar Int.ra.t at a rata which will vary Ira. cal.ndar y.ar to cal.ndar y..r with that rat. announc.d by the PA D.part.ent of Rev.nue. Th. appllcAbl. Inter..t r.t.. for 1'82 through 1997 .rla Ve.r Int.rllt R.t. Dally Int.r..t ractor V.ar Intlr..t Rat. Oalh Int.r..t Factor I9IZ 20~ ,000541 1987 .~ ,OOOl47 191] I'~ .oouse 19"-1991 11~ .DDUDl 19a4 11~ .0UlOI 1992 .~ .DDOlU 1915 In: ,000556 1991-1994 n .0001'2 1916 IU; .00U74 1995-1997 .~ .000l47 --Intlr..t 11 c.lcu18tad .. 'ollowll INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..ued .ft.r the t.. baco... d.llnqu.nt will r.fl.ct an Int.r..t c.lcul.tlon to flft.en CIS) day. bayond the dati of the ........nt. If pay.ent Is .&d. .ftar the Intara.t coaput.tlon data shown on the Notlc., &ddltlonal Intar..t au.t be calcul.tad. i I , I I .1 I I PURPOSE Of HOTlCE: PAYMENT: To fulfill the requlr...nts of Section Zl~5 IbJ of the Inherltanc. and [It.t. T.~ Act, Act 21 of 1995. (72 P.S. S.ctlon 9."5'. Detach the top portion of thl, Notice and lubelt with your pay..nt to the Rlgllt.t of Will. printed on th, tlv.r.. .Id.. n Haka chack or lonay ordllr payable tOI REGISTER OF HILLS, AGENT. REFUND eCR)1 A r.fund of . tax cradlt .ay b. requa.tad by coaplatlng an ~Appl1c.tlon tor R.fund of PennSylvania Inherltanca and Eltat. Tax" (REV-Ill]), Applications at. avall.bl. at the Of'lcI of the Raglltar 0' Will., any of the 25 Ravanue DistrIct Offlc8' or fro. the Dapart..nt', Zlj'hour anlwarlng ..rvlea nuebar. for lor.. orderlngr In Pennsvlvanla 1-800-362-2050, outs Ida Pennsylvanl. .nd within 10c.1 Harrisburg .r.. (717) 787~8094, TOO' (717) 77Z-ZtSZ (H..rlng I.palr.d Only). OBJECfIONSI ADHIH- ISTAAfIVE COARECTIONSI ptNAL TV, INTEREST 1 Any p.rty In Int.rast not satlsfl.d with tha ass.ssa.nt of ta~ .s .hown on thl. notlc. ..y obJ.ct within .Ixty (60) d.y. of r.c.lpt of thl. Hotlc. byl ..wrltt.n prota.t to tha PA D.part..nt of Aav.nua, Board of Appaal., D.pt. Z810Z1, Harrl.burg, PA 17IZ8-IOZ1, OR --al.ctlng to have tha .att.r d.t.r.ln.d at audit of the p.r.onal r.pr...ntatlv., OR --app.al to the Orphan.' Court Factual .rror. dl.cov.r'd on thl. a.......nt .hould b. .ddr....d In writing to: PA O.part..nt of R.v.nu., Bur.au of Individual Ta~.., ATTNI Po.t A.s.....nt R.vl.w Unit, O.pt. Z80601, Harrl.burg, PA 17128-0601, Phon. (717) 787-6505. 5.. pag. 5 of the bookl.t "In.tructlon. 'or Inh.rltanc. Ta~ A.turn 'or a A..ld.nt O.c.d.nt" (REV-ISOI) for an ..planatlon of a~lnl.tr.tlv.lY corr.ctabl. .rror.. Th. 15~ tax a~..ty non-participation p.nalty I. coaput.d on the tot.1 of tha t.~ and Intar..t .......d, and not paid bafor. January 18, 1996, tha flr.t day .ft.r the and of tha t.~ aana.ty p.rlod. Thl. non-partlelp.tlon p.n.lty I. app..I.bl. In thl .... .ann.r and In tha tha .... tl.. p.rlod a. you would appa.1 the t.~ .nd Int.r..t that h.. b..n .....s.d .. Indlcat.d on thl. not lea. Additional P.nn.ylvanl. E.t.'. T.~ a.s....d .. . r..ult of . changa on the F.d.r.1 E.tat. T.. clo.lng latt.r b.eo... d.llnqu.nt at the ..plratlon a' on. (I) .onth 'roe the data the 'Inal not Ie. 0' the Iner.... In F.d.r.1 E.t.t. T.x I. r.e.lv.d. T.... which b.c... d.llnqu.nt b.for. January 1, 198Z b..r Int.r.st at the rat. 0' .1. (6Z) p.rc.nt p.r annu. calcul.t.d at . dally rat. of .000164. All t.... which b.ca.. d.llnqu.nt on or a,t.r J.nuary I, 1982 will b..r Int.r..t at . rata which will vary fro. c.lendar yaar to cal.ndar y.ar with that r.t. announcad by the PA O.p.rt..nt 0' Alv.nul. Thl appllcabla lnt.r..t rat.. 'or 198Z through 1997 .ra: '!!!! Int.rut Aat. Dally Intlrut Factor !!!! Intlrnt R.I. Dally Int.rnt F.clor 1912 20Z .000548 1987 9~ .00OZIt7 1981 16:t: .000418 1988-1991 11:t: .000301 198~ 11~ .000301 1992 9~ .000247 1915 1];( .000356 1993-199" 7~ .000192 1986 10:t: .000274 1995-1997 9X .0002"7 -- Int.r.. t Is calculatad o. '0110...1 INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlcl I..ued a't.r the I.. baco... d.llnquant ..Ill r.,l.ct ~ Int.r..t c.lcul.llon to flft.an (IS) day. b.yond the d.11 0' Iha ........nt. I' ply..nt I. ..d. .ft.r thl Int.r..t coapul.tlon d.t. .hown on Ih. Hotlu, .ddlllon.1 Int.,...t BU.t b. ulcul.t.d. IN THE COURT OF COMMON PLEAS OF CUMIIERLANI> COUNTY, PENNSYLVANIA ORI'HANS' COURT mVlSION IN TIlE ESTATE OF MILFOlU> F. ITZ LATE OF THE BOROUGH OF CARLISLE scmmuu: OF PlWPOSEI) mSTIUIIlJTION Balance for distribution as pcr First and Final Account tilcd Octobcr 20. 1997 DISTRIBUTION financial Trust Scrviccs Co.. Trustcc Milford f. IIz Trust Undcr Agrccmcnt Principal Cash Incomc Cash $ .00 2.264.98 $ 2.264.98 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The abovc distribution is proposcd in accordance with thc tcrms of thc Last Will and Testament of Milford F. IIz.late of Borough of Carli Ic Cumberla~d C?(1I1ty, Pennsylvania. ~.d PJJ avid C. GoritY.1rust 0 cer , "1.. __. '/) 11 ___. " .. .. ,," \.' j / ;,-:td-r~Le_ .:. / .....:_J~ . ~ Maxine W. Ilz. Co-Exccutor / COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND David C. Gority, Vice Presidcnt and Trust Officcr. bcing duly sworn according to law. des poses, and says that he is Trust Officer of Financial Trust Scrvices Company. Accountant for the above namcd. and Maxinc W. IIx. Co-Exccutor for thc above named and that thc facts set forth in the Statement of the Rcasons for thc Propil;j7i07 arc true and corrcct. avid C. Gority.Jrust fficcr 'I "'" '.' "/.~" / '. .((~?-7.t4.:"'--" /. ~/~ Ivlaxinc W. Ilz. Co-Exccutor J- Sworn and Subscribcd to bctDrc me this,4;l~day of Octo cr. 1997. ./ l1u"'" ~ C~W-€ I otary Public NOI."al Seal Joan l. Crowl, NOlary Public Carlisle .Boro, Cumberland Coullly My CommiSSion E'pires Apll123. 2001 " t"'~ ..' '" i." 1--- ,., , 1 ,-J,' ci;- ,. ~'\ ,j _. ..:- -' 0U . 0 >. U a Ul ~ tz:I E-< 0.. U H e H C g; . Oel) tz:I r.. UQ) Ul tz:I . 0 Ul~C ~L I10Z E-<l>: 00 E-<HO l>:H Ul r.. 11oE-< P .~ ~lZl P l>:~H r..1Xl E-< :€ - OH tz:I C':I l>: :i!Zr.. .- tz:IE-< HO U ~Ul H>< c:: PH U;itz:l C':I CC Z E-< c:: tz:I .:z; .:z; .- :I: ZCE-< ~ U HZUl Ul r...:z;tz:I 4 .. . (> .' INCOME REC'EII'TS Dividcnds, Fcd Fund Oll/O:!/96 to IO/O:!fl)7 Dividends. Tcmp Fund 09/04196 to 10/O:!fl)7 $ 2,316.08 7~.73 TOTAL INCOME RECEIPTS $ 2.]91.81 INCOME DlSBtJRSEMENTS Financial Trust Scrvices Co. - quartcrly trustcc fccs for pcriod 09105/96 to 09108/97 $ 126.83 '. ,.I ..'" / . ' 'i / /7-;' .: .'~lt(.,""t.' c?<"/ ~C." rr Maxine W. Ilz. Co-Executor 3 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Milford F. Hz Date of Death: June 3, 1996 Will No. 21-1996-483 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: 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 following: a. Did the personal representative file a final account with the Court? Yes x No b. The separate Orphans' Court No. (if any) for the personal representative's account is: 21-1996-483 c. Did the personal representative state an account informally to the parties in interest? Yes No x 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. Date: 0\ lP,-16-!!8t t..h . I::!- "';. S. nature Financial Trus Services Co.,Co-Exe. David C. Gority, Vice President Name (Please type or print) P.O. Box 220, Carlisle, PA 17013 Address r~ u ,'oJ' <DO: 0: ~ ~ -I - 1- :>>-= _:J UC"j (717) 243-3212 Tel. No. Capacity: x Personal Representative Counsel for personal representative (HAH: rmfl AM3)