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HomeMy WebLinkAbout96-00642 ~ Oath of Personal Representative CommonwNhh of Ponnlylvlnlo Covnly 01 cumborlnnd The Petitioner{s) above-named swearls} or aHirms) th.,t the statements In tho forogoing Petition aro true Ind COllect to tho bast 01 the knowlodgo and b.l,ol 01 polrtlono~') and that. a. po..onal ropre..nlalivo(.) 01 the Oecldent. pttitioner{s) will wen and truly administer the eslale according to law. Sworn to or affirmed and subscribed r(' to." ~ /'(l.-l'Y~L... .:)[ (':VYl-7',r;;- ~-:t- ~~ 'C n /-1{ /f:/?:< AUGUST 19.2E. . -:~!%///.;d/1./ .~:;//. , I ;(1 'l'l(~b /,~ ,~ .' t ,f.. ."'.' . . /.) .JJ. ~ .,;, I ._.1 .\1Ll(. I For the Rogi.tor \ I MAR't C. LEWIS blloro mo thiS.lE.!!!. day 01 No. 21 - 96 - 642 Deceased Estato of ELEANOR M. WEARY AUGUST 6. 1996 Social Socurily No: 201-18- 7394 Dato 01 Doath: . 19~, in consideration AND NOW. AUGUST 19. of the Petition on the reverse side hereon. satisfactory proof having been presented betore me, IT IS DECREED that Loners l]) Tostamonlary 0 01 Administration (c_\.3,; d.b.n,t.l.a.: pendente 111e: durante absentia: durante minoritate) are hereby granted to Eleanor W. Angstadt William M. Weary In tho abovo astato and that tho inslrumonrls) datod 02/18/87 described in the Petition be admitted to probate and filed ot record as the last Will of Decedent. FEES leners. . . . . . . s 270.00 7/1 Short CoMicato(.). s 18.00 Renunciation. . . . S Attorney: John E. Sllke . Esq. 10. No: 06262 Address: 2109 Markot Street Camp Hill, PA 17011 Telephone: 717 /73 7 - 3/,05 Affidavits ( ). s ExtraPagos( 4 ).. s P.OO Codicil. . . . s ...... . JCP Feo. . . s 5.00 Invonlory. . . s Othor .. .. s s 305.00 Form RW-ll'99') I , 00 \.~~ :0 t,.- -:' :90 :oj ( ,." <':: 17. 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"I " ,.., ...1.. ,rA ,1CoI' ...".11I,........,..-..,.. W:&.LiA tlRlhSS ~c:INMoN"-""j1~ ~..."'. W'l,.L.I\", W A .."... """ .....0 c.-~ ..........._....n o..-U l-.rs.,',l-- UoOC>>1U .-woW'OU. ~-....-- ...O..IH .uL, I u. ...._~'~..i!'l:JlB~ifl-- Orol - M" _~''1~hif~~~!~? --.t u~o:':-='::.. YO"""I""'yt"..--...- ,LtAN'CIl. 0 AI\I wONWtf.WM....IDOAt...:... 1'1 (. f\.",'R.T l'UI(;IOlIlt$l'OllO'l'_" .0N0..... ("IV "o-l.:t.. C~flM'O'.t'f IoIIdIIIA,llOADtlRlllotua.lf"f 1U":U. P'..~.1l L '" lCl"".......1II :,.:r CltllNl, "'''''' ........... -....-... ....<M.._ ,~ - . r C"ftL;~1. ,,--. UXRlOOI. !'A 17.:J1.=i " [I S:.hw~H....ti~~~ f" , , n,'1ft r fr. L"ff' o.cl_O _0.,_' -Ol'l. ., ~L ...._.....'-'-'\11 ......._......._ "'_IM<'_" ,~'.Lll... .. '" . ,!)'.!)t:) P. ..... !;WlII......-__......_... ..,-..."..-..-......"""'" " ......"'lolN'iNlfOIO..... Ali.....-oi .iI!I .11 . 1t.""'L I_..._.__.___...............bo>__...._......... loOt' ~.....,-_.._...... t=:.=- :--- ._a....~_~~1~.( \).../~___.____L__ DU(lOll"'U.C~,zrtij }!'< ! _______1---___ , .__ __~_. .--.---.----- i.--- i 1.-. ,....ot"'^'"., \ :==::::::~;::::~::,~.- ~---- -.' ""MAU1OI'S"'~1 lIAAMoIIIllIUftllll" JIM.t.alf'l'lDlllO (OW'I.110401CAU" ""'.. utK-._"""""'IXQIMIO OIIIUfIfU.M" _..1'..._, --",ItM)MII.t I.l II .:-J........._..., I) ~Al:I..;,...u..'-""....;e...............;,-.-.~ tfLJ:'Q:.ro..$~~'------- -.....-.~..... J"" ..." MIl U111".III'O-'._..... -- sc.-tofOI ~UII""" .clIlllnM""IID..."...............j......"._.....'..............,......................j,,".-I""~ "')J. ......._...,..................,.._....._...__.....,.. /IV. I't _'_ .- - ..-..-- ,..:..N ICJ.ULI4HC.O'.....I.loo-. .'~UClUlllllf'INIlI'"'IIQ.I.....,....................,......d............._......... ~ .. L CL~-at. 1....._....,............................___,....__......_11_..._'..._ [I )'1._ :""".. 'J_'": _ - J1t._____.l,J__.-J1 _'UOOIOOl'll'.~~WlOlfWfC)''I#!'I~CAUY.Ol'tll." ' .IlIOC,t,LII,t,_llliCOAONIIII ._,1)1""..,.,... \Jo..,...~ 4J <<.'.o,,,..])rAD 0..............__............"..,,_ ",...,..,...-. "..".......... ,,-.-..... .........._..........1............. I 1 .;to? HOII.t t _....~. . . ..... .' . . .. ..._.._~.___..__._ '!. C~l1' 8:1J) (1.... 110) ~';)'_.-::~-?:-;-lL::;.= Ll,(,j1,di3cl...._~.';i~;:;~Z /f2L-. n 't\d4.Wo1' 2:t.1<L\o~-.-,r.--- -. a r ~ -. ~ '-.-........- ... U ...1) -~ .......1 ....(:J ..[J II ... ... /i.:l\ll!. . u 0.''''''' r I LI\S'l' NI LL I\ND 'l'ES'l'I\MEN'l' or ELEI\NOR M. WEI\RY I, ELEI\NOR M. WCI\RY of Camp lIill, Cumberland County, Pennsylvania, declare this to be my Last \~ill and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my jUGt debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath my automobile, together with any insurance thereon, to my son, William M. Weary. III - I bequeath all of my articles of personal or household use, including but not limited tc household goods, furniture, personal effects and other tangible personal property, to my daughter, Eleanor W. Angstadt. IV - I bequeath the sum of $10,000 to each of my children. v - I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate as follows: 1\. One-half of said residue shall be paid to my daughter, Eleanor W. Angstadt, or if me is deceased, to her children. r:: {Ul toL ,., _ '7)'J '! r:"7 :;.:.; Page 1 ARNOLD &: SLlKE. -"nO.Nl"~,"T.L\W. 2'0. MAUll STUU. CAMP 1II11~ PA. 11011 tributed to Parmers Trust Company of Carlisle, Pennsylvania, IN TRUST, u. 'l'he other one-half of said residue shall be dis- nevertheless, for the benefit of my son, William M. Weary. Out of the income derived by the trustee, the trustee shall pay all of the neces- sary costs and expenses of the trust and shall distribute the net income at least quarterly to my son, William M. Weary, for the rest of his natural life; provided that, should my son no longer be a priest at the time of my death, or should he leave the priesthood thereafter, the Should my son remain a priest for the rest of his natural life, the trust shall terminate and the balance shall be paid to him absolutely. balance remaining in the trust at his death shall be paid to my daughter Eleanor W. Angstadt, or if she is deceased, to her children. 1. The interest of a beneficiary hereunder shall not be subject to anticipation or to voluntary or involuntary alienation 2. Any sum from this trust which is payable to a beneficiary under the age of 21 shall continue to be held IN TRUST by my trustee. Any such sum may, in the sole and absolute discretion of the trustee, be applied to the support, maintenance and education of said beneficiary in such manner as trustee may deem proper, without regard to the duty of any person to support such beneficiary. Accumu- lated income and principmshall be paid to such beneficiary when he or she reaches the age of 21 years, or to the executor or administrator of such beneficiary if he or she dies before reaching the age of 21. VI - The trustee shall have the following powers and duties, in addition to those already conferred herein and to those conferred by law: J~ L-,'2,t-t'1 )h 7~,~.-~ 5' Page 2 ARNOl.ll &- SLlKF., "n()RNH~."f.I-"".lllW ""RkH HRlfl, c'MrlflU...." 11011 A. To retain any or all of the assets of this trust, real or personal, including its own stock, without regard to any principle of diversification or risk. D. To invest in all forms of property, including stock, comroon trust funds and mortgage investment funds whether operated by it or others, without restriction to investments authorized for Pennsylvania fiduciaries, as it deems proper, without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as it deems proper. D. To allocate receipts and expenses to principal or income or partly to each as it from time to time thinks proper in its sole discretion. E. To lend to, or purchase from, my executor even though trustee may also be such executor. F. To hold property in my name or in its name, or in the name of a nominee or unregistered. VII - I appoint my children, William M. Weary and Eleanor W. Angstadt, or the survivor, Coexecutors of this, my Last Nill and / - I.~ " '" /" -z.- 7nJ Z l/'.: ..) /) '7' ~- Page 3 ARNOLD & SLIKE. AnO!\SEU.AT.L\\\'. 21M "'Aun UREET. CAMP U1ll. '" If 011 Testament, to serve as such without the necessity of posting bond in this or any jurisdiction. It is my express desire that they employ my attorney, John E. slike, Esquire of Camp lIill, Pennsylvania, to assist them in administering my estate. IN \HTNESS \~IIEREOF, I have hereunto set my hand and seal on this, the / i{tA day of ;fI._I/!v\';(,ol_tlAf' 1987. /::-Lll.-",.-......?J7 7te.a/lj' f ' Elean'or M. \~ear~ (SEAL) Signed, sealed, published and declared by ELEANOR M. WEARY, Testatrix therein named, on this and three (3) other sheets of paper as and for her Last \~ill and Testament in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~Ll"A 9 ()' Name ta...u (!.. U~jJ Name ,j lJ__ Camp Hill, PI\ I\ddress Landisburg, PA I\ddress Page 4 ^RNOU) k SLIKE. AnOItNf."'.AHAW. 21M ,..AUr.1 \flUf.I. CAM,IIIU..'A 17011 _,:...,....;..........._.~,.......~.,;;o:.7'''''~:-~.w(~~~;>~ '- _ . _ "3' . ,.._,<".;;:,;-'l':':",~-;',_",:-""--,..'-",:-,,, \ ~'!""'~-""" ,",..".,.:,.n, R"{'(l'- '"' ~. . \. -I R.. \.l~ of " '.,,'ill:J '96 AGO 16 1\11 :11 Cler" ". Cun,:, .' .,,,rl ." . " .', !'^ -." y4 ."trf -. .. - -\' -= 4i~ - ~_: ~ ~. I I~ II \ a Cot J:) , ..'-'- .J:: ~ s:: \+ot . t9 rl f ."",' :s ~ l::1 :-t-'t' f:l ~,~ ! P: B '! ~ 0 = ~ ~ 0 ~ ~ , . ~ ' .-<:;. ! a ~ ~' ~ fj (r'~tl' f~\ S '....- '. ' . . . . .. .. . , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND \ J n: WILLIAM M. WEARY and ELEANOR W. ANGSTADT bein9 duly sworn aeeordin9 to law. dopolOs and says that lit they arc - - - .-- Executors of tho Eslato of Eleanor M. W"llry a/kia Rlcanor_B. \~eary Camp Hill Borough late of __ _..__._, .___.... _ ..___ ___ ___, Cumbarland County, Po., doeoasod and thot tho within is an inventory modo by , tho soid of tho entire OItato of said doeedent, eonsistin9 of all tho porsonol prop.rty and roal ostato, oxeept rool OIlato outside the Commonwealth of Ponnsylvonia. and that the 1i9ures opposito each item of tho Inventory roprasont it's lair value as of the doto of doeodent's death. . Sworn to and subscribed beforo me, ~. {l/vlLCIIL(,.CJ L~S 1996 j} r.t) ,j ./211<"../ , . U In ( u.~l.oJ._!c.., ( flOTARIAL SEAL THELMA S. McCAUSLIN, Nolary Public Camp Hili. Cumberland County r~" ~cmmlssion Expires July 3. toOD ...- b Dole of Doath ./ (Ii /) .- Y' ~ .;- ,1/- -".,'.o/J,,('< l.l "J, L-L.n.~1,-J /"1l'r/_. ./ Eueutor . Ao'minhtulor "% .Ilrf[ (Jhl/H kt c. Ie. ((I,,,,,. 1 .J.. J - .- . ',- (, t_ ~ j'.) Addu.. 1 ((lit August 1996 O'Y MOl'lth Yea' INSTRUCTIONS I. An inventory must bo Wod within three months .lter appointmont of porsonol roprasontative. 2. A supplement inventory must bo filed within thirty days of discovery of additional a II 0 I;Sl t , 3. Additional sheots may bo .".ehod as to personalty or roalty . 4. See Artielo IV. Fidueiarios Act of 1949. ~ .: II ~ :I: 0; Ii <l: CJ Ul' r.:l ::> r.:ll ~ ~ ~ ~I I 11 ~ w .. I >< . 0 ~ ~ ~ ... I>:lXl lXl .. I w <( <l: .. HI , Q. ... U .. 1-'1 II 0 VI r.:ll>: 1-'1 .. ~i I 0 w w c !ir Ul :; ~' J: '" ~O I 1-'1 I- Q. (3 . ~ H Q. ,c ,I z ... ...J .. . I (; U. ...J <( ! :I: Q. r.:l,:t: ,I ...., I W 0 <( w :;:r.:l ~I > '" I>:tj I ~ >- <( , Z ;: Z' " Z 0 I :1:, I C 0 ~ ci VI Z ~~ I u 0 0> '" U Z ,. w <( I .... t"Ji i, Q. , '" i, 1-'1' c .. I r.:lll! - ~ 0 .. .<l '" .... ~ E ..!l 0 .. ~ 0 ...J U u: '" 10llN [ ~1I"'1. ROIIlRrc Mum U>\\'o\kU l CllIUO CI.OIIRU .Ii .liltllll MRun If "1\.lilI\Nn JOIINNI\ J nun' f1\10UIY', AN!JIINI. sea rT 0 'lOORl 1.^,~'Ollll:l.\ SAlOIS. GUIDO. SHUFF & MASI.ANO " 1'11:01 I Hill....'" (n,u'l.1It..", IO/<j ;lllll)MA'l"".t "RI,t! 1'.0. IIll\ /.II C^~I/' JlII.I, PI~NNS"I.v^NI^ 17()OHl7U7 4/1/17.t/..t.1O') IA\ (III) 1'\/'_1.101 November 1, 1996 Register of Wills' Office Cumberland County Courthouse Carlisle, PA 17013 Re: Estate of Eleanor M. Neary a/k/a Eleanor B. Neary Ho. 21-96-0642 Ladies: EnClosed is a check in the amount of $23,000 to be applied on account of inheritance for the above- captioned estate. Very truly yours, JES/McC EnClosure: 1 00 r: ;'.- IDIS, GUIDO, SRUFF & HASLAND .,)') ? /I:~' '{<., ( ;A,l:.c. 'C onn E. Slike I ,,, 0-. '-'---~_.,~...-....., -----..."" ----- "-,,-,,--.,. l.:AIlJ.ULJ..Jm.Il;L. ~lh '''' \IIIIC'I \tRILI eMUl\lL fl." IInu (/111 ~~.IJ'O;J;);.' f ^" 1111' ....Ij.h.lKh RLI'L't' 10 c"",tr-UUJ. ~J 'ir' o E C E o E N T lS-\OlO-'-" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUN" COOE DECEDENT'S NAUEllAST, FIRST. ANOUtOOlE INITIAL) OECEOENrSCOMPLETE AoonESS WEARY, ELEANOR M. 3609 Kolllur Plllcu SOCIAL SECURITY NUMDER OAIE OF OEAl" OAT[ OF DIR'" CillOI' Hill. PA 17011 201-18-7394 08/06/1996 06/13/1917 r:EV. 1$00 El( . (7-94) I FILE NUMBER FaA 0""E50f O[ATtt Ar Icn 111l1/91 CIIECK HERE If A SPOUSAL 2. Supplemental Return 4.. Future Interest Comprorruse (lor dales 01 dealh aher 12.12.82) CID 6. Decedent Died Testate 07. Decedent Maintained a LiVing Trust IAllach co 01 willI IAnach a co 01 Trusl) C P ALL CORRESPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULO BE DIRECTED TO: ft 2 NAME COMPLETE MAILING ADDRESS R 0 John E. Sllke Es . SlIidis. Guido. Shuff & MIIs111nd ~ ~ TELEPHONE NUMBER 2109 Markot Str'ei,t _ T 717 737-3405 CillO Hill PA 17011 1. Real Estale (Schedule AI 1 None 2. Slacks and Bonds (Schedule B) (2) 152.601. 25 3. Closely Held SlocklPartnorship Inlerest (Schedule C) (3) None 4. Mortgages and Noles Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Pmonal Property (Sch. EI (5) 313,092.23 6. Joinlly Owned Property (Schedule F) (6) None 7. Translers (Schedule GI ISchedule L) (7) None e. Tolal Gross Assels (Iotal Lines 1.71 9. Funeral Expenses. Administrative Costs, Miscellaneous E'penses (Schedule H) 10. DeblS. Mortgage Liabilllies, Liens (Schedule I) 11. Tolal Deduclions Ilolal Lines 9 & 10) 12. Nel Value of Eslate (Line 8 ",nus Line 11) 13. Charitable and Governmental Bequests (Schedule Jl 14. Nel Value Sub'eCIIO Tax (Line 12 ",nus Line 13) 15. Spousal Transfers (lor dales 01 death aher 6.30.94) See Instructions tor Applicable Percentage on page 2. (Include value$lrom Schedule K or Schedule M. I 16. Amount ot Line 14 taxable at 6'1. rate (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15./, rale (Include values Irom Schedule K or Schedule M.) Ie. Principalla, due (Add ta, from Line 15, 16 and 17.) 19.Credits/Sp Poverty Prior Paymonts Discount 0.00+ 23.000.00 + 1,210.53 20. II Line 19 is greater Ihan Line le, enter the dillerence on Line 20. This is the OVERPAYMENT. ~ 0 Check here II oU are fe uesUn a felvnd 01 our over a ment. 21. If Line 18 is greater than Line 19. enler the ddference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21 A B. Enter Ihe tOlal 01 Line 21 and 21A on Line 21B This is the BALANCE DUE. Make Check Pa .blela: Re Ister 01 Wills. A enl . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. et pena lie' 01 perjury. dec .rel .11 h.ve euml thlsfelUln,lnc udlng .ccompanying schedule,.nd sl.lements..nd 10 the best 0 rrry koo.... edge.nd belle, II Is ltl.l8. c:crtect.nd complete. I decl"8Ih.I.1I te.1 esl.te has been reported 'ItrUftrNrkel v.lue. Declaration of pleparer olher lh.n the personal represent.llve I' based on .1IlnlormaUonof which prepar.r hn.ny knowledge. SIGNATURE OF PERSON RESPOHSIBLE FOR FlLI"-G_REd(' \/eary / Angs tad t e!.;.f?';'CT}'jvO' J :J.J.~P. ['-''j-J UY ~/.~.~~,.q .~:. .~~~X~~!,..S!,:........ -...... -.... ...... .4'//./;..J-rr.J :;{// . I. J~ L/ Carlisle. PA 17013 SIGNATURE OF PREPAREROTHER THAN REnltESENTATlVE So id Is, Gu ldo. Shuf f & Mas land 2109 Market Street Com.. iiiii'...i>.... "i70ii. ........ -. .......... ....... C A 8 H P L E P 0 C R C K 0 K P S COU~F~:t.~W:\'/f,P.f1M!il~~ANIA HARRlsBB~t.~\za'0601 Cumlw rlllnd County (IF APPlICABLE)SURVIVINO SPOUSE'S NAUE (LAST ,FIRST AND UIDDlE INITIAL) SOCIAL SECUnlTYNUMDER X 1. OJlginal Relu," 4. Limited Estate 05. 1 e. R E C A P I T U L A T I o N (9) 30.218.20 (10) 1,425.65 (15) 0.00 X (16) 1,34.049.63 X .06' T A X C o M P U T A T I o N (17) 0.00 X .15' Inlerost Copyrlljlh ?1.96-ll6ll~ yEAn NUUOER A~OUNT nECEIV[D\SEE INSTRUCTIONS) 0.00 RemaInder Roturn (for dates 01 death prior to 12.13.82) Federal Estate Tax Return Required Total Number of Sale Deposit Boxes (8) 465.693.48 (11) (12) (13) (14) 31.643.85 434,049.63 43/, 049.63 , 0.00 26,042.98 0.00 (Ie) 26,042.98 (19) (20) 2/, .210. 53 0.00 (21) (21A) (218) 1.832.45 0.00 1,832.45 DATE 1I/7~/i <- DATE I,J}'i/q(,. Form 1500 IRev. 7-94) Act '48 01 1994 provides lor the reduction 01 the tax rates Imposed on the net value 01 translers to or lor the use 01 lhe spouse. The rates as prescribed by the stalule will be: .3"10 (.03) will be applicable lor estates 01 decedents dying on or alter 7/1/94 and before 1/1/96 .2"10 (.02) will be applicable lor estales 01 decedents dying on or alter 1/1/96 and belore 1/1/97 .1"10 (.01) will be applicable lor eslates 01 decedenls dying on or alter 1/1/97 and belore 1/1/98 .Spousal translers occurring on or after 1/1/98 will be exempl Irom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transfe, and, .. retain the us. or income of the property transfetred,. . . b. retain the righllo designate who shall use the property transferred or its income. . c. retain a reversionary interest or . . . . . . . . d. receivI the promise for life 01 either payments. benefits or care? . ....................... . 2. If death occurred on or before December 12. 1982. did decedent within two years preceding death transf.r property without receiving adequate consideration? It death occurred aher December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration? . , . . . . . . . . . . . . . . . . . . . . . . .. ........... 3. Did decedent own an 'in trust for' bank account at his or her death? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (t)I994 form IOftw.r. only CPSyslllms,lne. Form 1500 (RlIv. 7.94) x x x x x x B. The other one-half of said residue shall be dis- tributed to Farmers Trust company of Carlisle, Pennsylvania, IN TRUST, nevertheless, for the benefit of my son, \1illiam H. \~eary. Out of the income derived by the trustee, tho trustee shall pay all of the neces- sary costs and expenses of the trust .llll! shall distt'ibute the net income at least quarterly to my son, WilLiam H. Weary, for the rest of his natural life: provided that, should my son no longer be a priest at the time of my death, or should he leave the priesthood thereafter, the trust shall terminate and the balance shall be paid to him absolutely. Should my son remain a priest for the rest of his natural life, the balance remaining in the trust at his death shall be paid to my daughter, Eleanor W. Angstadt, or if she is deceased, to her children. I 1. The interest of a beneficiary hereunder shall \ not be subject to anticipation or to voluntary or involuntary alienation 2. Any sum from this trust which is payable to a beneficiary under the age of 21 shn11 continue to be held IN TRUST by my trustee. Any such sum may, in the sole and nbsolute discretion of the trustee, be applied to the support, maintenance and education of said beneficiary in such manner ns trustee may deem proper, without regard to the duty of any person to support such beneficiary. Accumu- lated income and principal shall be paid to such beneficiary \~hen he or she reaches the age of 21 years. or to the executor or administrator of such beneficiary if he or she dies before reaching the age of 21. . ., ! I VI _ The trustee shall have the following powers and duties, in addition to those already conferred herein and to those conferred by law: . -!. j.: L-f:z.~,.L--J" '} '-'1/- ')} /l~,~~~-~ Page '. ^RSOLIJ & !rIl.II\F.. ...110k'''' "-, 1.'\\ /I".' 'l'~-" 1 'lklf I I "H'1I111 r.,11011 " . A. To retain any or all of the assets 0: this trust, real or personal, including its own stock, without regard to any principle of diversification or risk. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds whether operated by it or others, without restriction to investments authorized for Pennsylvania fiduciaries, as it deems proper, without regard to any principle of diversification or risk. , ! C. To sell at public or private sale, to exchange, or I ,I , to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as it deems proper. D. To allocate receipts and expenses to principal or income or partly to each as it from time to time thinks proper in its sole discretion. E. To lend to, or purchase from, my executor even though trustee may also be such executor. F. To hold property in my name or in its name, or in the name of a nominee or unregistered. VII - I appoint my children, IHlliam N. I~eary and Eleanor W. Angstadt, or the survivor, Coexecutors of this, my Last Will and L-:: (.. 1JJ 2l/'. 'd ~,. , 7.- . 1:' ..'" /) ::/' ~~ Page J ARNOLD k SLIKE, ATIOANUS'AT.LAW. ato, M"un nun. CAM, ItIll. rA nOli -~.......-'. .... \ ._ n _. .. _ SAf"N~!N~~~ ~OX _ . \ _ _-"...._~.,"' ..",. _. ___ MU5' 6L COMPlEHO R' NEPRE51N'A"VE Of f1NANCIAlIN511TU110N WllERE 5AfE OEP0511 60X 15l0CAHO ANO RETUR'UO TO A60VE AODNE55 INA"'tl h. , ___ \ ._e/Wl1__~c.._(c,~S ".1 ISHHET ~llf5S\ /2. IClTY) 1-0 t)o~c.J3 7 e.l1.61?~ I'll NAME. AOORE5S ANO RElATIONSHIP Ilf ANV) TO OECEOENT. OF PERSONISI PRESi'NT AT THE BOX OPENING _.._----- o. INAM'J_ /1' I A"lATlON'""J ~"Jlt1~I^C LlH"rtl"Y '''''''Po''ilA~ X /37 Cc wp. HI'tl'" f ~A b. lNA'-"EI 11.J IIl[LATIQNSH1PI ~J('r,I1DI' ill.) fi(\Q~la(~t- ,f\,;,~:'ATI'(, / E-,,~l I'''W A~mJ I U 11 ~J I P l! I"A"I ,).13" ~El! ...)__6.)~r,~.,(L_~~ .I b,vr1;.~~to'JI1 _!2 '1 ....:} C, IN"IoI[ ~llhAlION5HIPI lJ; Ii in rr1 AI\ vJ("q(~ <::f.n /- Ii){ t'.1' 1'''' AO/':)~, E Pa r'-frt" t S+ f C;~ l,s )e NAME ANO AOORESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATEO (NAME) ^_ . ~\rtf-. ~ ;,\ -Wil'S I )- 3C''1~ IVlqrbt- qt- NAME OF PERSON MAKING LAST ENTRV f;/f~~nl' f~~ OATE OF CONTRACTTO RENT BOX NU BER OF BOX (;'- J - 9 S C. NAME AND AOORESS Of PERSONIS) I'AVING ACCESS TO BOX a. IN"/"') b. {NAMEl _lS.bLJ,~Vb~ Weq9 e Jet;f1<'" W '::'!'i;"'t n..'\frrl ~+- ':300'" I j(I"",.,<.l &2a. (C'hh. I' J /)'A Ist"Hj lllP (OoEI ICIT'f1 t'\ .' .1.' ___L!l!.:-!J e a , /70/.3 _JL.P...tJIlI.AP-1IEtJA NAME ANO TITLE OF EMPLOYE TAKING THE INVENTORV l\ w~~ A!J~ ~~/~OX7 ~~~ t. O~;W~ ~.-._.---_._.. ----.--. b. Nom. and add,... of p.llonol "Pl...ntalive. 11 nam.d In the will It~AMtl .......\...,.; ~ '~-v f1.'C .'1\ '''' .'.'~ {_.,......,.......tAlh. C' '1'.I.~'l~..,j'l r,IIU'...II.'OII'w,t"H I"HItIU..ClIAI tIlVtl'ON PI" a~'N' ..... ~'J'(' ,. 1~11' WI COUNTVCOOE . ~ FILE NUMBER ~ SOCIAL SECURITY OR OEATH CERTIFICATE NUM~R """""fcr;~;;""""'''' fle... ,--' -13 LI-8: r'f ;, AOORESS OF OECEOENT /,""" .::if? ICIIYI 11' 1"');1 . 3 ~~7---- ~ (l~ J!'c_{Jlc;cc------- {'GO ~__ ' 1/ r1. NAME ANO AOORESS OF P\ilSON REOUESTING THE OPENING OF THE SAFE DEPOSIT BOX (STAHl r11L 11lP COOlI /7DI/ tZiP (OOll J 7(>.')-,)7 ISTAIEI IZIP COoEI 170,'" - 0 'J] 7 IstAHI PA If II J'5 ~q ~ -I- /'7~~[3 IIIPCODEI 17 (. " 1\,..,1(1 Ill' CODEl (lit /933 \' [STllfflAOOII(\51 lClt'! IstAHI (, N;;m. a-;ci add,... of allaln.y. If any IUU.'{1 i5'Til((;--":DOII-I~---------- IClTY] lllP COOl I ISt"TEI [II' CorHI I : ~ E . .. ., ~ . ~ . w Ol ~ ::> z ~ . . ::> w u ... Ol w o ~ .. ::> ... ~ Z <C ~ III 0 ~ ... 0 ::0 u: '" o " M II) Q)oo ZlIt oe !!!z II)w :wi: > Uz e- ll) :5 Z ~lU S ,.::> 0 z~ cO Z~_N i.~ ~:~5 ooco~ ... ......... 0: , ;:zt:li "'WW:J :3~QID ~'" .. z~ : ow .. ~o x o u -' -' .- ::- I I ... 0 ~ .. .... ~ ~~ 3~ ~ '- .. - - .. :::: -- .. .. ...... " ... , ... ... -- ..... ~e '. , .... .. .. t;;::l . t;; , ~ ~ . ~ \i..\ \.., rJ ,J I" n ~ 'vi \" '-1 i' .... \., "- '" ':4 !)Q '" '" "" '" "- " . . , . . , ~""S I fl... 0:.. <i.... tlo ~ " ~ ~ ..... '" ~ ':' ..... ~ .... !\. CIa; N -:- ..... , ...... , I "';t- \i-. . ~ -:;-.c;;.. . ;,. -:;j... ~ , <> :J-. ~ '::l-- ..... ..... . ~ w Ol ~ "- lI) ~~ ::> \!l \D I' ~ ~ 00 0 z I\l '''l ~ ~ '" '-ll - -. 0 ~ z l\I Vi II/) "" ':)..1' \i' 0-.. "- 0 N r" '" N ~ 1\.1;,... \!l l\.I Ol <) ~ ~ 001 ~ \) () <:> ~'" IV) l}... g ~ N N N f' It ~ ~ w M u , ~ ..L "I " ~ \t w I~ci '1 ~ .. c?:..b z .)j, '\ ,. z < - ~ - .. .... <Xi ( ::: ... ~ - ... - .. 0 - :: :: ' ~ - u ... ... -< ... ~ ~.. ~ I~ .. < w S , - - ~ ( ... - ::: $ . - ::; ::- - - - .. - ( .. \.J S ~ u z IJ'I iilQ 0 & ~ .:c '!' 0 ~ l:\ ~ ~(X,~ oCz ~ x_ ..0 I:l .. ~ ...... ~ -- ~~ ~ ~ ~ t:'JM I Oz .<:: ~ C"" Zw " .::: 0 .Q. . -.;y--- REV. 'i03EX + (....) COMr.\l\q~4\,~~r'IY'NIA ESTATE OF SCHEDULE B STOCKS AND BONDS ELEANOR M. WEARY 5511 201.18-7394 08/06/1996 1 2 3 4 olnll -owned with RI ht 01 SUfvlvOllhl mUll be dllcloled on Schedul. F.) DESCRIPTION The following shares are all common stock: 300 shares Baltimore Gas & Electric 800 shares International Paper Co. 442 shares PP&L 3552 shares Dauphin Deposit Corp. TOTAL (Also onler on line 2. Reca ~ulalion) (If more space is needed, insert additional sheels of same size.) Copyrlght (c) 1194 form IOtlwar. onty CPSysl.mt,lne. FILE NUMBER 21.96-06112 VALUE AT DATE OF DEATH 26 39.187 23.125 29.062 7,800.00 31,350.00 10,221. 25 103,230.00 $ 152 601. 25 FOtm 1500 Sch.ch" B IRov...B6) REV. 1501 EX + 11.811 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Pflnt Of T . FILE NUMBER 21.96-06112 CO"::'~.l\g~~c\\,~~)hY'NIA ESTATE OF ELEANOR M. WEARY 5511201-18-739/. 08/06/1996 mUll be dllcloled on Schedult F) DESCRIPTION VALUE AT DATE OF DEATH 1 27,271. 01 U.S. Govornment Fund B 2 CoreStates Bonk: C.D. #3094130527 Accrued interest on above Checking Account #32435408 Accrued interest on above Savings Account #5998018163 Accrued interest on above 3,630.90 611 . 3/, 22,552.90 25.03 82,41,2.57 43.26 3 4 5 Dauphin Deposit Bank and Trust Company: C.D. #8140326895 Accrued interest on above Insured Money Market #0094371156 Accrued interest on above 11,126.66 /..96 30,488.78 38.94 6 7 8 Delaware Group: Delaware Fund A Mutual Fund Decatur Income Fund A Mutual Fund 58,830.84 28,650.00 9 PNC Bank, N.A. C.D. #2001019335 Accrued interest on above Checking Account #5140067226 Accrued interest on above Jewelry, per attached appraisal 1987 Chevrolet Celebrity - actual sale price Rowe Auctioneer - proceeds of sa10 of household goods Travelers checks found in apartment 10,766.65 11. 95 17,741.20 23.24 3,225.00 1,500.00 /, ,614.00 40.00 10 11 12 13 14 15 U. S. Treasury Note 10,000.00 TOTAL (Also enter on line 5. Reca itulalion) (Mach addrtional B 1/2" x 11" sheets" more space is needed) Copyrlghl (e) 1994 form soflwlre only CPSystemt.lne. S 313,092.23 Form 1500 Schedule E tAev. 2.1171 l....\l. ,1111. I' S,\IIlIS, (illll)(), SlIlll'" Co; I'It\SI.t\SII . "1",'" "," ".j,' ",'1, '."''It.11 .j;, I '1\\1\1"0.11 '.IUII! .",'.lI'_\I1"," 11'111 \ \11\1"11 I' i/.'I I ; III': 11 ,,'.',' , ,,\ , II! I .' I I j.t~". "'11'.1'\,.1 K<"'ll'l' ".1'" 1[\\\ ,,;\>, ,Iilll.' , 1,""1I1 ' ,HIlI! "llllt!I!\"'!",!1 h'lt......... I lllll' ll~\< ""l \l .......' 11'.1 ,{',''1111'.1,'''KI 1'1' II.,'''' 'II ('.\~1I'1I1I,I.,llh~S~"I.\'.\SI^ 17CHll-tI7:17 1/1/l/I! 11'\' I'" ,/Ill I \/11l\1 liP'\.' Ii,' ,..,"'1' H'\.l september 11, 1996 Mr. Albert Habersberger W. H. Newbolds Son & Co. 1015 Mumma Road wormleysburg, PA 17043-1118 RE: Estate of Eleanor B. Weary social Security Number: 201-18-7394 The following is a complete record of the above decedent's accounts as of August 6, 1996. If decedent had a safe deposit box, indicate number Balance on Date of Death Account Type of principal Accrued Names on Date No. Account Interest Account opened (All own- ers) 8000439- U.S. ;;'7,;l7/.tJl l/n/fJ 654 Govt - - Fund B c<~V~- ....-t-......7 Y/-:t:'I.-/C. /~gnatur?'of Official Date: ~ )., I: 'VI / ,(/bV 57 Ht:'PTS -----Title , '. ',', "'1'-. ,'1" I'".. 101, ,"\1,11',\ I"!, 1,\. September 16, 1996 I CoreStates Bank John E. Slike Attorney at Law 2109 Market Street P.O. Box 737 Camp Hill, PA 17001-0737 RE, Estate of: Eleanor B. Weary Date of Death: August 6, 1996 Dear Mr. Slike: In response to your letter, please be advised that the decedent held the following account(s) with our bank, ACCOUNT n ACCOUNT TITLE DATE DATE ACCR. OPENED CLOSED PRINCIPAL lllL. 10/02/85 $ 3,630.90 $64.34 12/28/82 $22,552.90 $2S.03 09/06/88 $82,442.57 $43.26 Certificate of Deposit Eleanor B. Weary 3094130527 CheckIng 3243S408 Eleanor B. Weary Savings S998018163 Eleanor B. Weary I trust that we have been of assistance to you in this matter. Sincerely, ~O?ESTATEE EP~Y., ~.A, ~,~;./' /"'" Josephine J. r) .\.' Scl1ultz / ~'. 1.:,1, ..... ;' JJS/dlh/545 IN ~;r~PL'( RCT17n T,', , '" I, r::- : '{ )':......':.., '. (". , - I I !.\II", 'l~rJ"j'-'t-':: . .' -' t. ..... _J r.. r. :'''/.':.''''~ "' "'_ lJ '.. ") 1)(' D:J>< T lC2 Rl"')I"" - ^ ,"'. ""'1, oJ., 19603 '.1 I r:.r" -, "1 '.';1 ;"~.il"~...i",';,O'~:-~'''''.:e-';_'':':" 0 D Dauphin Deposit Bank and Trust Company MAIN on leI: ~ l:l MAIlKn s t U[I:.' IMIUlI5UUIIG, I'tNtHiVl VAf4IA 11101 117 2!.1!1.21~' Decedent Confirmation Name: Elenl1o,' B. Wenry ~ocinl Security No.: 20118.739.\ Date of Death (000): 0(:/06/% Account No. 31.\0326395 0094371156 01400596 -..-------.- ..-._--------- ,- ---------------- ------- -------..---. Type Certtflcnte of Deposit Insured to\oney t~nrl<et Sa f e Depos, t [lc,>: .______...._0.__ ___._..._ __....__ . _'.'__.' ____n_ Date Opened or Issued 06/19/86 05/01/95 07/03/96 -----------------.-.------- Date Closed or Matured Or:/03/37 U'~aturi ty: Date of Death nalance 1.",126.66 $30, .10C. 73 I~Gt App 11 cab 1 e PLU:; Locnt 1 orl: Date of Death Accrued Int. 1.\.~6 $JO.~.\ Camp Hi 11 Off1ce Joint Oo'll'lers (i f any) ~~cne Ilone ilOilO - - ,_"_ . ._.. _..'_ _.. .._....._.________ ___._n Date of Joint OM1ership ".,. _., - _._. - __ __ .__ ... - ._ . ... u.... Special Comments: Dauph111 DepC'::'lt Corpor.:lt1on Commol1 Stock registered in tt1e name of Eleanor n. \':(:ory (0111 y). :-:. 5~: shurilS @ $2').0625 per sll(\re as of 08/06/')6. ."t\.j(Jltlwl"l InrOI-mdtlun d.....11ril.iltt...t s:n,c,u P61" hour", 011,," hour Inllllmum. Date Prepared: August 23, 1:1:16 Prepared by: Carul,'" A. Elerl'ilb11e Cu::.tcm0r r.1il:lilgeme:'.~ Inf..jrm::tt len Dl.~pt. ~C.~I) Telepnclle tJo. f. 717: 255~'205~ rage , ot 1 FUI-m Jll-~:C-:l~ (~[V ;i9J) ...... lO-. ......., ",. I ~.',' ,\1 I I' I ' S,\ 1111 s. (;1 rJ IJI I. Sill i 1'1' ,.... iVL\sI.A:\n . ''', 'I" ,",'", ,,' ".' I""',' " 'ill'! \1'\IQ 11 ..11'11' "'",;1 '1"1 1,,'1'1,.1, 11'.1'"'1''' " l',llll". II,' ,",\1.1\'''''10''1'111 '\"1)\11 i",!,'I' '/1/'.'11',",' 1'"/I/!.'IIIoI';(, 'II'll'!'; \"';",j, ('.\~II'IIII.I..I'E:'\S"'YI.\'.\SL\ 17ClOI-()7:17 ,.t. 111'1" "1111'1 I,'''....,: 1'111' I I \ ~ I "' " . '. , I ,''' I """.",., "I ,/jl,/I/III\, ,-\.\ UI/I/II Ih'l fl;U'l~__'\.\ ,..\"1' tllll August 26, 1996 Delaware Group 1818 Market Street Philadelphia, PA 19103-3682 RE: Estate of Eleanor M. Weary a/Kia Eleanor B. Weary Social Security Number: 201-18-7394 The following is a complete record of the above decedent's accounts as of August 6, 1996. If decedent had a safe deposit box, indicate number ~. Balance on Date of Death Account Type of Principal Accrued Names on Date No. Account Interest Account Opened 1J1", f'lid (All Own- r: 111"\" ers) 5021438- Delaware 'if)'6,~)O. ~~ N/A fl.<~(;f (3. 11.11-11 004 Fund A euHI 5011438- .J Decatur 2lrent) 8. 026 Income l~ y v .('{' N/(i 11-11- Fund A · ,'?J ,lfl.:;( '\. ) anI .J '-'r" /, Official ' Date: C'\ ,- r 1- .'J-~~ l: / ~pp tt r'l ~t ("!' )ll~ ~1~\~~~;iJll~~~Wf.~.J'.~~:r~/ ~ l ". 7..1". l~~1-~~1-~f>J(' 'Sf~I'_ ']'A 1~\~t4 , -- , 1t~. (,'~~,~~.": ~l~\''i~ i;~~;~~~~~;k:.'~( , ~~.-:-~~, "11["(' ~'A."'l"1 I. ~J,~~='~f~j~t'J(' s '~~i WARWICK JEWELERS ~ TO \VI IO~IIT t-It\ Y C:ONCEI{N: 201 W. Lrncoln Hichway Exlon. PA 19341 (610) 594.2441 This is to rerlify Ihal \\'U am llnt:al;ed in 11m i1lwelry IJUsil111SS, apprilislng diamonds. watches. lo\\'clry and pwcinus stones of illl dl!scripliol1s, \\'.. h....'\\'ilh "..,llfl' Ih.11 \\'1' hal'" Ihh d,1\ ,.,,"[,,111- I'\;'lli,"'dlh., f"JllI\l'ing Ii,,, " I and d..,,:,ih..d .trlicll", Ihp pl'llpprl'y ell: '. .\:\\li: Estate of E!.Qi'l,I}()E.J3-'-_!..Iearv____._.___. .IIHIIlI ss 3609 Kohle.L'placl:!_.___._. __.______ Camp Hill, Pa. 17011 \\'t~ I~slimall~ lhl! \'ilhll' as IiSII!d for insurancl! III' 1I11wl' pllrposl~s i1lllw f:unmll mlnil \'i1hw. t!XdlHling Fpdl~rill anclllllwr tiIXI!S. In lIIakil1,Lllhis Appraisal. \\'l~ J)() NOT i1gn~l! 10 PUrc:hilSI! Of n~pla(;l! IIIl! t1rlicll!s. m:SGRIPTION 1. Ladies Platinum diarrond engagement ring. The center round brilliant cut diarrond weighs approximately 1.13 carat. The clarity grade is 5~2; color grade is H. The make of the diarrond is good. lTIere are two(2) straight baguette cut side diarronds that weigh approximately 0.07 carat each. The rrounting weighs approximately 2.25 dwt. 2. Ladies Platinum diarrond engagement ring. The center Old Mine cut diarrond weighs approximately 0.91 carat. The clarity grade is 512; color grade is I-J. The make of the diarrond is fair. There are two(2) round full-cut side diarronds that weigh approximately 0.12 carat each. The rrounting weighs approximately 2.5 dwt. 3. Ladies l8K white gold diarrond and sapphire wedding band. There are three(3) round full-cut diarronds that weigh approximately 0.06 carat each. Their clarity grade is 511; color grade is H-I. There are also two(2) 2.5mm tnangular cut simulated sapphires. The band weighs approximately 1.4 dwt. 4. Ladies Sterling silver wedding band. The 2.5mm wide ban has uncut simulated sapphires channel set around the band. ********* APPRAISf:Il VALUE $1,975.00 $1,125.00 $125.00 NO VALUE REV. 1113 EX . (Z .e71 SCHEDULE J BENEFICIARIES co"'r"'/A1~4\~,WhYANIA ESTATE OF ELEANOR M. ITEM NUMBER ITEM NUMBER FILE NUMBER 21.96.061,2 WEARY SS 201.18.7391, 08 06 1996 NAME ANO ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. T ..able BequlSts: I Eloanor W. Angstadt 3 Diamond Road Downingtown, PA 19335 Daughtor Tanglblo personal propi $10,000 plus 507. of residue 2 Rev. William M. Weary St. Patrick's Church 140 E. Pomfret Streot Carlisle, PA 17013 Son Car; $10,000 plus 50X of of residue IN TRUST with Farmers Trust Company The trust provides that the income is payable to decedent's son for life and will terminate should he cease to be a priest, with the remainder peyable to him or to decedent's daughter or her issue. NAME AND AODRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable end Governmental Bequests: $ TOTAL CHARITA8LE ANO GOVERNMENTAL BEQUESTS (Also enter on "ne 13. Reca itulationl (If more space is needed. insort additional sheets of same sizo.) Copyrtghllclln4 'orm toflw.r. only CPSyslems,lnc. Form 1500 Schedule J (Rev. 2.87) 0.00 I ! I , I , I I , I I , 1 I I I I t I t-'OtOHU' . t I I I I t I I I I I I I ~. .' ~. DNa' AA 146897 COMMONWEALTH OF PENNSYLVANIA DIPARTMINT 0' RIVENUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . ~1I"nl"'.q RECEIVED FROM: & ACN ASSESSMENT Il' CONTROL ... NUMBER AMOUNT JOHN E SLIKE ESQUIRE POBOX 737 .01 ~e3,ovO.OO CAMP HILL, PA 17001-0737 ,ow HUI ESTATE INFORMATION: 1:1 FilE NUMBER Y 21-1996-0642 1:1 NAME OF DECEDENT (LAST) 1;1 WEARY ELEANOR M ~ DATE OF PAYMENT ~ . 04 L1 POSTMARK DATE - COUNTY SSN 201-18-7394 (FIRST) (MI) CUMBERLAND DATE OF DEATH REMARKS fa TOTAL AMOUNT PAID e23,000.00 CW WILLIAM M WEARY CIO JOHN E SLIKE ESQUIRE CHECK" 19 (", . ,,/ ',})i. " ,_ RECEIVED BY l/ {(I/I., j. "_' /..-' I..' .)/ .1/.'''' //srGNAlU~E' ! ' .L. f / -": ,,;" ~, J 1 ';. II' MARY C. LEWIS ". , ".I." - REOISTER OF WILLS SEAL REGISTER OF WILLS _.--- __ ___ __ ---'-0 ____ .. - ---- ______, ~__ __..._ __ __u .' , ..-, v-~ --. _- .--.-. --...--....A. _ 4.~. ...,:. -, .-.... DNo.AA 146991 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATI TAX . "."~.,....-~" ,..-......... arv.nu'XI'..o.a, RECEIVED FROM, a ACN ASSESSMENT Ii' CONTROL Ii:.t NUMBER AMOUNT : j I f I L 1010 HUE I I SLI KE JOHN E 2109 MARKET STREET 101 .. t"if):!It!.fJ:1 CAMP HILL, PA 17011 'O(DHU' ESTATE INFORMATION, r:I FilE NUMBER g 21-1996-0642 r:I NAME OF DECEDENT (lAST) I;i WEARY ELEANOR M ., DATE OF PAYMENT Iii 11/27/96 m POSTMARK DATE COUNTY SSN 201'-18-7394 (FIRST) (Mil CUMBERLAND DATE OF DEATH 08/06/96 REMARKI' WILLIAM M WEARY C/O JOHN E SLIKE 'CHECKIt 22 m TOTAL AMOUNT PAID I. ,032.45 DO ESQUIRE SFAl RECEIVED BY " .. 1'/1 " .' ", :" ..., '. ...-: 'liilN.lrilt~-..-.- / ! REGISTER OF WillS M(\HY C. LEWIS REli/!.llEH OF WIL.I.G ,. , - -- ---. --- ..--. ..... _H_.. .,_~. n_ , ., .. .. - .~..........- ~~.~_ ,r- , -1:' r5"-I.:.l{) - r;, BUREAU OF INDIVIDUAL TAXES tNHEAITAHCE TAX DIVISION DEPT. ZI060l HARAlsaLRC, PA llus.a6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HOT ICE OF IHHERITANCE TAX APPRAISEHENT, ALLOWAHCE OR DISALLOWANCE OF OEDUCTIOHS AND ASSESSHENT OF TAX JOHN E SLIKE ESQ SAIDIS ETAl 2109 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17011 d ~ 03-03-97 WEARY 08-06-96 21 96-0642 CUMBERLAND 101 Allount R..Ut.d '* tn. lid II ", 111-'" ELEANOR M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R-iY:i5W-Eif-AFji-nZ:9Ejj-iioYicE--OF-YriiiERiTANCE-YAX-APPRAisEHEiir-;-m.-OWANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WEARY ELEANOR M FILE NO. 21 96-0642 ACN 101 DATE 03-03-97 If an assessment was issued previously, lines 14. 15 and/or 16, 17 end 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 .t Spousal ~.t. tlS) 16. AMount of line 14 taxable at Lin..l/Cla.s A rat. (16) 17. Allaunt of Lin. 14 taxable at Collateral/CI... Brat. (17) 18. Principal Tax Due TAX RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool Estato (Schadula A) 11) 2. stocko and Bonds (Schadula B) 12) 3. Clos.ly Hald stock/Partnership Int.r.st (Schedule C) (3) 4. Hortg.gas/Hot.. Racelvable (Schedule OJ (4) S. Cash/Bank Deposits/Hi.c. Parsonal Property (Schedule E) IS) 6. Jointly Owned Proporty (Schodula F) (61 7. Tronoforo (Schodula GI (7) 8. Total A,..t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expans../Adn, Costs/Hisc. Expanul (Schedule H) (9) 10. Debto/Hortgogo Llobllltlas/Llons (Schodu1a I) (10) 11. Total Doductlons 12. H.t Valu. of Tax R.turn 13. Charitable/Govern..ntal Baqua.t, (Schedule J) 14. Nat Valuo of estato Subjoct to Tax NOTE: TAX CREDITS: PAVHENT DATE 11-02-96 11-27-96 RECEIPT NUHBER AA146897 AA146991 DISCOUHT 1+1 INTEREST I-I 1,210.53 .00 ( I CHANGED .00 152 .601.25 .00 .00 313,092.23 .00 .00 (BI 30,218.20 1.425.65 (111 n21 n31 1141 .00 X .00= 434,049.63 X .06= .00 X .15= nBI AKOUNT PAID 23,000.00 1,832.45 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTEt To insure proper credit to your account, sub.it the upper portion of this for. with your tax pay...nt. 465.693.48 ::\1 .~4::\ AIi 434,049.63 .00 434.049.63 .00 26,042.98 .00 26,042.98 26,042.98 .00 .00 .00 o IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIOHAL INTEREST. IF TOTAL DUE IS LESS THAN .1. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.) r"\ ~.~ <,. C.' If) 'C ,n 0 .. 0 ~ 0:. L':': (1 ,;; r- Ule' po. ;J) c 0: - ::> C,)C,) RESERVATION: Est.t.. of d.cedent. dying on or before o.ce.ber 1', "., ., I' 1"1 future In'."" In the ..,... I. t,lnlf.rred In po.....lon or enjoYHf1t to Chll . (colle'a"U beneflcl.,'" .f IhI' dlc.unl .".r ,,~ ..,I,,"on of MY ..,at. far U,. or for y..r., thl Co..c........1th he'd" ..pr...h ,.,.,\1" U.. ,11"1 t. ...U", ... ...... t,....I.r IrlMlrlhncl h..' at the lawful Cia,' . (colll',rel) r.t. on eny luch lulur. Int,r.,'. PlIlPIl'E OF NOTICEs 10 fulfill the r~ln...,tI of Section ZlU of IhI InM,It~. W1d hl,t, I,. &el, ..., " of '''1. "P.I. Section 2140. PAYttEHTl o.tach the top portion of thl, Hotle. and ."'-U Mlth 'lour PlY"'" I. Iha ..,hla, of MUh printed on the nvan. side. n..... cMdt or .oMY order payabla tal REa18TER or MILLI, AOtHT All Plv-entl recalved ,hall flr.t be applied to InY Int.,.., ~I,h ..., be due .Ith In., ,...Inder ."lled to ,he tlM. REflI(D (CAli A r.fund of . hlC credit, which .... not teqo.Hl.ted on 'hi h. ...turn, ..y be r..,..tlld by capS.tlnt en "Appllutlan fa" R.fund of Penn,ylv."l. IntI.rltenc. and [st.t. ,.... IItf.Y-UIU. Appllutlon. .r. .nUIlbS. .t the Office of the Real.t., of Willi, eny of thl ZS R.v.nue Ol.trlct Offlc.', Dr by c.lllnt th. .p.cl.1 Z4-haur .ns...,.lng ..rvle. ~.rs far for.. ord.rlntl In P~.ylv",l. '-110'1"-10\0, out.lde penn.vlvenl. end withIn 10C81 HIIrrhburll .r.. (711) 7I7-IOM, tOOl H.U 1"-U\I Illllrl". 1....lred Onlvl. oaJEClIONSI Any p.rty In Int.r..t not s.tl,fled with thl ..,r.I..I...t, .IIDMencl or dl..IIDM~' 0' dlduCtlon" or .......ent a' talC (Including dhcOU"t or Int.r..t) .. .hoWl on thh Notice "'., obl.ct within .lIty (601 d.y' of rlcelpt of thlt Notice bVI --..rlttan pro tilt to thl PA DIP.r,....t of R.vMUl, lo.rd of An..It, DIP" 11111&, IllrrhbUrll, PA l1UI.IOZI, OR -..lectlon to h.ve thl .etter d.t.r.lned .t 1Ud1' of lhe account of the plr.one' r.pr..ent.tlv., OR ._."... to the Orphan" Court. AIlIIIM ISlRAlIVE CORRECTIONSI Factull .rror. dlucov.r.d on thl. .......lnt .hoUld be addre..ed In wrl'lnt tOI pa Depertlant of R.venue, Bur.au of Indlvlclu.1 h..., ATTNI POIt A.....""t ".vl... unit, DIPt. IU60I, Il.rrhbur" PA 17111-0611 PhonI (717) 717-6505. S.. p.,' 5 of 'h. ~I.I "In.lrucllon. for Inhlrllenc:1 t.. Relurn for' R..ld."t Decedent" (REV-150I' for en ..plen.tlon of .o.lnl'lratlvllv corree'lbl. .rror.. DI$CtUf11 If any tax due I. paid within Ihr.. el) c.I~.r aonlh. .'I.r the d.c~I" de.th, . flv. parcent 15%1 dl.eount of the t.1e plld Is allowed. PEKALTV, The 15X ta. 8InI.tv non-p.rtleIPltton pen. I IV ,. cDIPU'ed on the tol.1 of the t.. and Inter'lt ......ed, and not p.ld btlfo" Janulrv II, 1996, 'hi Unt d.y .,.., 'h. ."cI of ,he ". ..,..Iy p.,lod, 'hi. non-p.rtlclp.tton penal tv h 1PPI'.11b1e In ,he .... IllIVMr and In 'hi the .... ,I.. p.r lad .. you would ~p..1 the t.. end In,.,..t that hat bIIn .......ed a. IndlClted on 'hie noUn. INTEREST I Int.r..t I. charged batlnnlnt wl'h fir.' d.y of d,llnquency, or nine 1.1 ..nth. and one (1) d.v fro. thl det. of de.th, to thl d.,. of pIYlent, t.... which bee... delinquent b.for' Janulry I, I.IZ belr In,.r..' .t thl rate of .1_ (6X) percent p.r annul c.leul.ted at . d.lly r.l. of ,DD1164. All'.... which bee... d.llnquent on and .ft.r Jenuarv 1, I'IZ will b..r Inter..' ., . r.t. which will v.ry frol celand.r y..r to c.land.r y..r with that ra'l announced by thl PA Dep.rt.ent of R.v.nutl. 'hi eppllclbl. Intar..t relll for I'''Z Ihrough 1997 .rll '!!!! Inl.rllt ht. Dalh 'nllrlll rectDr ~ Inllrllt hi. Dally Inl."" FIle'or 1'12 ZOX .000\41 I'" 'X ,OOOZ47 1915 I6X ,ooau. '''.-1''1 IIX .000101 I... llX ,000101 "" " .00QZ47 1'15 UX .ooan' I"I-I"~ 1> .oooln I'" lOX .0001'4 ,,,,...,, 'X .aDOI47 --Int.,..t II c.lcul.'ed .. follDMII INTEREST . BALANCE or TAX UHPAIO X NUHltR or OAYS OtLINQUEHT X OAILY INTEREST FACTOR "Anv Notlc. luued .ft.r ,he 'n ...e.... ...II"'IUII'I ..111 r.U.ct ." Inl.r..' calculation to 'lft.en (1SI d.yl beYond the d.t. of lhe ......een'. If ,.y,en' I, .ed. Ifl.t IhI Int.r..' co~II'lon det. .hown on 'hi Notln, eddltlonel Inhr..' ""t be ulcul.tld, ~ yo - - - - : - - - - : - , - - " . ""/1.... ~..,.. I , ~\~. '- TIJ'II '.:..".., '., p " '. ,. ' \ ", . 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