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Home My WebLink About96-00656 ~ 1 ~ '" /.f'" . '.'~i ,"-'.; ,',oj -:'>-:: ;.~, >",.,i: ...< /,-, ~;~!.lt:~: '~-'\ 1,;"-:_.:",: ~1~' <.' . ...0.... '-.. .,' ..'....'-2:....... ',"; .;. : -; ~, . .' .,., ..... o ! .e ." LLI '>< /:\lall' 0/ .~f-"J~(' a/\II AIIOWII a\ ~t... ~ ..ETITION Fon ..lwnATE :\1111 GHANT OF I.ETTEnS I \ \ \ ~t1, QlI - C(1.o -, to S l<> 10: .\/\- \(,,[ \., ',\1,.'.1 :) Ilq"" "I t11(\\'ill~ 1\" .!I,lf \r .' I . ( t1ll1l1 Y nl-~~ , , ) . '. 111 ('IHIIIIHIII\\ l'lIllh 01 Pl'IUlsyh;ania Ihc .\Ol''''/,\'l'dlfl/.I' .\'0, . ,/kt'I'll\I.'tI \<c l' \ 7. . ;,l"q ~ I h,,' 1lL'lillOIl 01111,,' 1IIhll'r'lglIl'd Il"pl'l'llull~ Il'PIl""'lIh Ihal: \'11111 Pl'lllhll),,'I('). \\lIn i, a",' IN ~"'ar' of 011-'''' or nhkr alllh&;.l'\l'l'1I1 ,,.J. " "1'11"101" IIllItllllll'alllll,'dc,','d"III, dal,'d '\'\'\i\ l. ~ IIn\1 l'odkllhl d;II,,'d IJ ." . "a~"cd.. ....... I')._.~ 1'l,lI\'tdn,lIllllll'lll11'l.llI'l'\,~')' 1,1HlI1l'I,llhlll, d~';l'h III ~'\l'''llltll, 1'11'.1 I) I 1"11 I I' (, ,\\.,\.'L\<~~c) , I' I' 'I _ "...:,,'IH l'lIl \\,!\ 1. ~llIlll'll'\, al.t ,,'alll~1 --.........___:. _ __~_ j -"",\ __n (mll!IY. CllllS)' \'arlla.. \\'111 \\. \ \ h \':::> 101'1 lalllllyl" 1'"11"11'011 '~(k~2.- . \;,]( ~'\I.VJ'-)'~\" \"?u < ('.c.." 2 ,-- .e._.,.'.l-j',,\ \, ~ t,., ,- ~, ""~" ";',,,,;,.., "",I "",,,,,,:,,],,:, . meA mp 1ft L1~ (3c c;-:- IkC("llklll. Ihcn .7 Z. yca" "I a~~, dicd .~ ~,rl~ .2..\........_ n__..' 1'1 ('1 G:> , Oil \.-,,^ \ .\.'>\" ,,-I~ \>~,~ \, .,v\i.~'..\.IC':<?. .Q.e !"-T.~Ln. ()..... .... " ':, . {\...._':_ yU'- .... (:\f..''''1'1 ;1'. lollt"',. "k~l'tklll did 111.11 marry. \\;1\ IHlll.Ii\,()h:l'd allll did not have a child born or adopted afll'r l'\l't.:Ulioll of ,h,,' "ill o!Tt:rl'd 101 proh:lIl'; \\:1\ 1101 Ihl' \'klilll of it killing ami \\it\ ne\'er mljudicatcd illl.'OIllPl'll'fIl: .._ -----______..______n _.~__n.___ I kl.'l'l1l.kn I al "k'alh o\\lIcd propl'rlY nilh l'slil1l;Ih,..d \"allll'~ as fl~IIO\\'",: (If d"ll1icilc,1 ill 1'01,) AlIl'cl\l'"al I'ruI'CII~ S ?-l) l:.1, 2'\ \ .OLI (If lIot dOl11kih..'u in Pa.) Pl..'f'.onalrUOIR'rty ill Pcnnsyl\ania S (II IInl dlllllkik-d ill Pa.) Pl'r'ol1i11 pl'Opl'r1)' ill COHm)' S ,_ ','alul' 01 Il'al, l"I.lIl' ill 1:"'llIhY~lia, . J. \2 1 , $ _~~() c..x) ~ C \lIualnl .1\ 1011&",\: __..2__ ,_ ,"~;;.I_'~~_~~~.Y:-^'~:~ . __....)__~~A~_<;.~-.!.~_l'--l\ ~ . . . uu_~.C_("\~~\c....l_u~~~~__.~~:~:-'~_~.........'\.<" \\ 1I1:IlI,HlIlL. I'cliliollc,," IC'l'c,lflllly prc"l'nl,,'d IIl'("'\\ ilh and Ih,,' !!Talll 01 kll"'T\ rcqllc'I(') thc l"ol"lIc 01 Ihc 101" will alld codidl(,) .u --r:-l.~l' .,\.~e:.:s.\'v._~. Ill"t.lllll'l\1.lI\; ,ldllllI11'lr;lIhI1l ~..I,'IUHlnlll1i\lr;lIllln d.h.n.~',l.a.) Ihl'lt'll. - - , - =' ~ ~~ - , .- ~it1ct'E }I'u';;;,vlu G.-\c.c:. ~ ~ V, .\'~ \I..>.l... " j OATil OF PEnSONAL nEPnESENTATIVE (,O:\I\IO:\\\'EAI.TII OF l'E:\:'iSYI.\'AI'lIA I '. ,~ :-i:-; Cot \TY OF e.UMBERLANO J - - - ---._------- - -,,----~----_.- ------ I h,,' Pl'lilitHll..ItIo' ahu\l,.'.nal1l"'''' ...\\l'arl,) 111 affirml') that till' ...tall..ll1l..n.... in I hI.' fl1ll'!!Oilll! pClilioll arc II Ill' ,tlld ...{llI1.~:' In till' (1,,'" 01 I hI.' ~IH'\\kdgl. all\1 hl'lil'f" of Pl'liliolll'll') ;'lIId Ihat a... pcr\onal rcprc\cn- 1;lIi\l'bllll Ihl' ahll\!,.' dl'l'l'lkrll Pl'liliolll'l(,) \\ill \\l'1I alld Irllly ..dmini\Il'l Ihl'l'\lalC al'l.'onJing 10 1~IW. /",'1 , /~, (~ ,I, S\\. III II 11' III ;l111I111..\:J and '""\I:lihl'd. I Y.!/.-'ac:.:l'i~!. .,Yt.l.c.,~_L,.___.____ t".' ~I,C})~:'" "")J1'( A4GU~~TH (/~)~ "~6 "), t i'i\ .." !. --.--~:~:::.-= ~ lit. /Lt,';!\.. ,,::J.(~'I't..) (.1L' '-Ill) ((.lH I_~. d..u u'u'__ ;:J ! ARTIe. LEWIS IIn",..' (. I._____ :2 "-,,'1- lc ' '- \,~') - No. ?1 - 9(j - 6r,6 Estllte of ,\ (. 'J('" \. \. k" (' I \ \ , neccllscd a/k/a JAY TAYLOR 'j nECREE OF PROIlATE ANn GRANT OF l.ETTERS AND NOW AUGUST -21 ..______ 1'1..96_. in consideration of Ihe petition on the rc\!cr!lC !'Iidc hereof. sillisfaclOry proof ha\'ing hCl'1l prc\l'l1lcd hdorc me, IT IS DECREED Ihm Ihe inslrlllllenl(sj d,lled-------~~~l:::;J ~J ~ I I" (I tv described Ihercin be adlllilled In probate and filed of record as the la\1 will of ~. ."(,, C. '( '/)0 \u,'l.... itJ:=- and Lellers ,J I. arc hereby granted to \C.)\'c,-.,,(,.\(~ . r: k...c.\U ~ V, .(. _'-\, \<J.e 3",:;""::- Probale, Lellers, Ete. ......... $ Short Ccrtificatcs{\(j . . .. . . . . .. S ,~ Renuncialion ................ $ ..}('_? ~ \....-.1\ S ~~. .-::....: TOTAL __ $3(\ \ <" Filed ..,.... .~~~U?~ . ??'" . ~ 9~.6. . . . . . . . . . fEES .. 7t~('2 (I). (I /L /-) '7JJ), ,,/},'Ult<, f' (~ f\~Y1(W)~{'i I ~ Rcgi\ler of Wi1l~ '-.,o (J , MARY C. LEWIS ,1-- ~CI ,'- ".~ c; ...) {\,:;\\\,),I ~ -S-, "F<)~c.V-~ .\TTOK, (,\ ISu~.l1, 1.1>, No.) -0 ~ ':'2) C" \- . c,.J. :;>...., ^ L:J c...> ADI>RESS 1-v..11.!l.-":)~J' VA \ f",)''-> 6 717-?CJ S'-lI2 \ PIIONE 00 c :7"; .tI ~ f.) 1.1 C:1 /,-,\ '=' Mailed letters and order to attorney on 8-23-96. ?1 . 96 - 1lr-6 00 "0 :IJ C(f" :lIn ",. Go ,~) ,~., ::.. . '; :;..;. c;'> Cl N 0 .~ . ~.~ c:> '.' ~ ~:. -" b:. ...~ '- ~ ~...~ - , LAS T W ILL 2...l: J E SSE T A Y LOR. III I, Jesse Taylor, III, of Camp Hill, Cumberland County, Pennsylvania, do hereby declare this to be my Last Will and do hereby revoke all prior Wills and Codicils heretofore made by me. 1. My wife, Gladys V. Taylor (hereinafter referred to as limy wife"l, and I presently are joint owners of a residence located at, and known and numbered as 2 Brentwood Road, Camp Hill, Cumberland county, Pennsylvania, which is our usual home. If upon my death, , !. our home, whether it be the one which we now own described above or i I; 'i one which is hereafter acquired by us, is held in any manner which will not result in the passage to my wife of full title to such home by operation of law, I hereby give and devise my entire interest in such home to my wife, if she survives me whether passage to my wife of title to such home is by operation of law or under this paragraph, I specifically direct my executor to apply assets of my estate to the satisfaction and discharge of any mortgages, liens and other encumbrances, together with all interest accrued thereon, which may exist with regard to such home at the time of my death. If my wife does not survive me, such home shall pass as part of my residuary estate hereunder. 2. I hereby give and bequeath to my wife, if she survives me, my entire interest in and to any and all furniture, antiques, /,/ -\-' I., Jesse Taylor, III -1- clothing, jewelry, pictures, statuary, works of art, silver, plate, ornaments, bric-a-brac, tapestry, household goods, utensils and supplies, books, linen, china, glass, automobiles, horses, boats, plants, implements, and tools that may be in, at or about our home at the time of my death, and all of my other tangible personal property, together with all policies of insurance thereon. If my wife does not survive me, all of the property above described in this paragraph 2, except those items enumerated in a letter of instruction mentioned below, I hereby give and bequeath to those of my children, Thomas O. Taylor, Jesse Taylor, IV and E. Lynn Roberts, who may survive me at the time of my death, to be divided between them or among them in as equal shares as may be possible, as they may mutually agree; should my said surviving children be unable to agree between or among themselves upon such a division of said property, alternate choices of individual items thereof shall be made by them until an equal or nearly equal division and distribution of said property items is completed. The order of selection shall be based on the drawing of lots among my surviving children with such drawing being supervised by my executor. If I leave a separate, dated and unsigned letter of instruction, which is placed with my Will, containing directions as to the ultimate disposition of certain items of the property above described in this paragraph 2, such letter of instruction shall determine the distribution of such items notwithstanding the above provi~s of P Id this paragraph 2. _\_-r ." Jesse Taylor, III -2- ~ In the event that I am not survived at my death by my wife or by any of my above-named children, then all of the property which they would have taken under this paragraph 2 had they survived me shall pass as part of my residuary estate hereunder. 3. If my wife survives me at my death, all of the rest, residue and remainder of the property and estate, of whatsoever nature and wheresoever situate, including property over which I hold a power of appointment which I have not heretofore exercised, together with all policies of insurance thereon, as determined after the payment of allowance for payment of all taxes, interest and penalties thereon as hereinafter provided and all expenses, claims, debts, liabilities and losses of, against or due from my estate (all of which property after such payment or allowance therefore is collectively referred to in this Will as my "net residuary estate"l, I hereby give, bequeath and devise to my trustee hereinafter named, to be held and administered in trust and applied and distributed by my trustee for the exclusive benefit and enjoyment of my wife and the other beneficiaries hereinafter identified in accordance with the following terms and conditions. My trustee shall add my net residuary estate to all other property, if any, payable to or received by my trustee hereunder by reason of my death in any manner other than under this will (all of which property and my net residuary estate collectively is hereinafter referred to as the "trust estate"l. -D ( l )"-,,j i'1 I .~T ", Jesse Taylor, III -3- My trust estate shall be held, administered, and applied and distributed by my trustee for the sole and exclusive benefit and enjoyment of my wife and the other beneficiaries hereunder in accordance with tho terms and conditions hereinafter set forth. In doing so, my trustee shall give priority to the long-term continued care and maintenance of my wife for and during her lifetime, it being my intent and direction that my wife shall be the primary beneficiary of my trust estate and if during her lifetime, the funds and property of my trust estate are insufficient to meet all of the purposes hereinafter stated, preference in the distribution and application shall be given to meeting the needs of support, maintenance and health of my wife as herein provided. (al From time to time, my trustee shall also distribute or apply to or for the benefit of my wife such amounts from the net income and if that be insufficient then from the principal as my trustee in its sole discretion may deem necessary to provide for her reasonable support and maintenance and to meet the expenses of maintaining my wife's health such as medical, dental, hospital and nursing expenses arising from her illness, accident, disability or invalidism; in determining whether and to what extent such distributions of principal shall be made, my trustee shall consider such other assets and sources of income or support as may be available to my wife. l')cuw II-I ,~--;- ," Jesse Taylor, III -4- . . In addition to the above-provided distributions, my trustee shall pay to my wife such amounts from the net income and/or principal as during her lifetime she may request in writing in any calendar year (including the year of my death), provided that the aggregate of such additional amounts in any one (ll calendar year shall not exceed the greater of Five Thousand Dollars ($5,ooO.OOl or five percent (5%l of the market value of the principal as of the last day of the calendar year in which my wife requests such additional amounts (or as of the date of her death in the calendar year of her deathl. My trustee may in its sole discretion postpone payment of any of all such additional amounts requested by my wife which in anyone (ll calendar year exceed Five Thousand Dollars ($5,ooo.ool until a reasonable time after the end of that year in order to determine if the amounts requested by my wife hereunder during such calendar year are within the limitation set forth in the immediately preceding sentence. Such right of my wife to request additional amounts shall be non-cumulative from calendar year to calendar year, and to the extent that she shall not have exercised such right as of the last day of any calendar year, or if sooner as of the date of her death, such right shall lapse. To the extent that any such payments are not made prior to her death, then such right to payments shall lapse. I j ~-\ ,.. (/1 Jesse Taylor, III -5- . At the end of each trust year, all net income which during such trust year was not distributed to or applied for the benefit of my wHe hereunder shall be added to principal. (b) Upon my wife's death, all principal and any undistributed net income shall be distributed, free of trust, by my trustee in equal shares, per stirpes, among my children, Thomas D. Taylor, Jesse Taylor, IV and E. Lynn Roberts. f any of my children predeceases my wife, then that deceased child's share shall be distributed to that child's issue as follows: a. Until the youngest of such issue reaches age 25, the income and principal, if necessary, shall be sprinkled among such issue as necessary, and not necessarily equally, to provide for their support, maintenance, health and education. b. When the youngest of such issue reaches the age of 25, one-half of the principal shall be distributed equally among such issue. c. When the youngest of such issue reaches the age of 30, the balance of the trust shall be distributed equally among such issue. d. Any undistributed income at the end of any calendar year shall be added to the principal. 4. Should my wife and I die simultaneously or under such circ mstances that it cannot be established which of us died first, L' '. Jesse Taylor, III -6- . my wife shall be deemed to have predeceased me for all purposes under this Will. 5. Should any legatee or devisee under this will die within ninety (90l days after the date of my death, he or she shall be deemed to have predeceased me for all purposes under this Will. provided, that if my wife survives me at my death, but dies within ninety (90l days thereafter, she shall have for and during that portion of such ninety (90l day period as she in fact is alive after my death, the right to the use and enjoyment as a life tenant of all property in which her interest hereunder will fail by reason of her death within said ninety (90l day period. 6. No statutorily provided interest shall be allowed or paid on the gifts made under this Will. All net income realized by my estate during its administration shall pass and be distributed with my residuary estate to the Trustee under paragraph 3 hereof. 7. No interest of any beneficiary hereunder in either the principal or income of my estate shall be subject or liable in any manner while in the possession of my executor to anticipation, pledge, assignment, sale, transfer, charge or encumbrance, whether voluntary or involuntary, or for any liabilities or obligations of such beneficiary arising from his or her death, debts, contracts, torts or engagements of any type. 8. Any amounts, either of income or principal, which are payable to a minor under this will may at the sole discretion of my exec tor be paid either to a parent of such minor, to a guardian of //1 ~-, " Jesse Taylor, III -7- the person or of the estate of such minor, to the person who has custody of such minor, or directly to such minor, or applied to or for the benefit of such minor. The receipt by such parent, guardian, custodian or minor, or evidence of the application of the amount for the minor's benefit shall be a full and complete discharge of my executor to the extent of such payment or application. 9. Except as otherwise restricted, directed or provided in this Will or required by law, in the administration of my estate, hereunder, my fiduciaries serving under this will shall have the following powers, which may be exercised without leave of court, in addition to those powers as my said fiduciaries may have by law: (al At any time, to retain any assets or investments held by them at the time of my death or thereafter, and to invest and reinvest any funds which they may hold in any stocks, bonds, notes or other securities, or in any other property, real or personal, tangible or intangible, or mixed, or interests therein, wheresoever situate, as and in such proportions as they may deem best, notwithstanding that such investments may not be of a character allowed to fiduciaries by statute or general rules of law. (bl To sell, exchange, grant options upon, or otherwise dispose of any property, real or personal, tangible or intangible, or mixed, or interests therein, wheresoever any time held by them, at public or private sale, ./ .\... -r ,,' Jesse Taylor, III , . II t -B- for cash or upon credit, in such manner, to such persons, and at such price, terms and conditions as they may deem best, and no person dealing with them shall be bound to see to the application of any funds paid to them. (cl To manage, operate, repair, improve, partition, subdivide, or lease for any term any real estate or personal property at any time held of owned by them, wheresoever situate, and to enter into agreements for the same. (dl To lend or borrow money for the payment of taxes or for any other property purposes in the administration of the property held by them upon such terms as they may deem advisable, and mortgage, pledge or encumber real and/or personal property held by them as security therefor. (el To distribute in cash or in kind, or partly in each, and in shares different in kind from other shares, upon any division or distribution of any property which they hold. (fl To compromise or settle claims, and to abandon any property held by them which is of little or no value. (gl To retain and pay agents, employees, accountants and counsel, including but not limited to legal and investment counselor advisors, brokers, banks, custodians and other agents, for advice and other professional services, and to delegate to them such duties, rights and powers as my fiduciaries may determine for such time periods as they may deem necessary. " ( ':// il j ~; ." Jesse Taylor, III -9- (hl To allocate, in their discretion, any receipt or item of income, or disbursement or expense item, to principal or income, or partly to each. (il To hold assets in bearer form, and to register securities and other property in the name of a nominee. ( j ) To join and participate in merger, any reorganization, voting trust plan or other concerted action of holders of securities for the deposit of securities under agreements and payment of assessments, to subscribe for stocks and bonds, to give proxies, to grant, obtain or exercise options, and generally exercise all rights of holders of securities, and to delegate discretionary duties with respect thereto. (kl In dealing with the stock of any close corporation, partnership interest or other business held by them hereunder: to disregard any principle of investment diversification and retain any part or all of it for so long as they may deem advisable; to do anything that they may consider appropriate with regard to its operation, expansion, reduction, liquidation or termination or any change in its purpose, nature or structure; to delegate authority or duties to any director, stockholder, manager, partner, employee or agent, and to approve its payment of reasonable compensation to any such person; to cause it to borrow money at reasonable terms the banking department of any corporate fiduciary ~~-;- 1" Jesse Taylor, III -10- hereunder notwithstanding any contrary law regarding conflict of interests; and to make additional investments in it if such action appears to be in the best interests of the beneficiaries hereunder. (ll With respect to any policies of insurance forming a part of my estate: to continue such policies in force and to pay the premiums on such policies out of income or principal; to obtain the cash surrender value, if any, of any such policies which insure the lives of others and add the same to principal, or convert any such policies insuring the lives of others to permanent paid-Up insurance (unless in either case such policies are specifically bequeathed in this Will); and to deal with such policies in any way that my fiduciaries may determine to be in the best interests of the beneficiaries hereunder, including the right to borrow on such insurance policies in order to pay the premiums thereon. (ml To the extent permitted by law, to exercise any election, right or privilege given by federal tax laws, or the tax laws of Pennsylvania or of any other jurisdiction, including but not limited to the joinder with my wife in filing income tax returns, the joinder with my wife in filing gift tax returns with respect to gifts made by her or by me or by both of us prior to my death, the consent on gift tax returns to have any gift made by her considered as made in for gift tax purposes, the determination of proper vJ id -l. I roo Jesse Taylor, III -11- '. taxes, interest and penalties and the payment thereof even though not attributable in whole or in part to income or gifts from my property or estate and without requiring my wife, her estate or her legal representative to indemnify or reimburse my fiduciaries for taxes (or penalties or interest thereonl attributable to my wife, the election of alternate valuation for federal estate tax purposes, the election to have assets or property of my estate or otherwise includable in my gross estate for federal estate tax purposes treated as qualified terminable interest property under Section 2056(bl (7l of the Internal Revenue Code of 1986, as amended, for the purpose of qualifying the same for the federal estate tax marital deduction for my estate, which election I hereby direct my executor to make in the manner provided by law with respect to Part A passing under the Agreement of Trust referred to in paragraph 3 hereof so that all property thereof will qualify for the federal estate tax marital deduction for my estate], and the election to claim deductions for death tax purposes or for income tax purposes, and for their exercise or non-exercise of any such election, right or privilege to make or not make in their discretion equitable or compensatory adjustments as between income and principal of my estate or any part thereof, or as between any beneficiaries thereof or their shares therein, all without the consent of any t(t ~.. '" Jesse Taylor, III -12- . , " beneficiary and without any liability on the part of my fiduciaries for so doing. (nl To make from time to time partial distributions in varying amounts to the beneficiaries hereunder prior to final settlement and distribution of my estate, and in connection therewith to determine in their discretion the time or times when such partial distributions may require recomputation of said beneficiaries' proportionate interests hereunder for the equitable allocation of income or on account of changing asset values pending final distribution. (ol To receive, collect and recover the interest, rents, profits, proceeds, gains, and other earnings and income of and from the property held by them hereunder. (pl In general, to exercise all powers in the management of the assets and property by them which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to them may seem best, and to execute and deliver all instruments and to do all acts which they may deem necessary or proper to carry out such management and their duties under this willi provided however, that the aforegoing powers, or any other authority or direction herein or otherwise conferred upon or given to my fiduciaries shall not apply or extend to any assets or property of my estate or otherwise includable in my gross federal estate tax purposes and qualifying for the \ cd LA) ,~ (/1 ..L-' ,", Jesse Taylor, III -13- federal estate tax marital deduction for my estate under the Internal Revenue Code of 1986, as amended, to the extent that such power, authority or direction, or the exercise or performance thereof, will or may result in the loss, in whole or in part, of said federal estate tax marital deduction for my estate. 10. (al I hereby appoint my wife to serve as executrix of my estate hereunder. Should my wife be unwilling or unable, fail to qualify or cease to act as such executrix, I hereby appoint Dean W. Wharton, presently of Financial Planning Associates, to serve as my executor under this Will. Said individual shall be entitled to receive compensation for his services rendered hereunder at a reasonable hourly rate; in no event shall such compensation be determined as a percentage of my estate. (bl In the administration of my estate, I hereby direct my fiduciaries named or appointed in this Will to retain the law firm of Shumaker Williams, P.C. at such firm's standard hourly rates. 11. I hereby name and appoint, Gladys V. Taylor and Dean W. Wharton of Financial Planning Associates as Co-Trustees, of each trust created under the will. In the event that Gladys V. Taylor is unable or unwilling to act, then Dean W. Wharton shall act as sole Trustee. If Dean W. Wharton is unable or unwilling to act, then D uphin Deposit Bank and Trust Company shall act in his stead. . , ( It ~ -, ". Jesse Taylor, III -14- . .. , .. At all timos, Gladys V. Taylor shall not participate in any decisions which would result in the assets of the trust created hereunder being included in her estate under the Internal Revenue Code and its attendant Regulations. 12. The fiduciaries named or appointed in this Will, shall not be required in any jurisdiction to file, enter or post any bond or other security for the faithful performance of their duties hereunder, and shall not be liable for the acts, omissions or defaults of any agent appointed by them with due care. 13. Subject to the restrictions and limitations hereinafter set forth, I direct that all estate, inheritance, legacy, transfer, succession and death taxes, of whatsoever nature or kind and by whatsoever jurisdiction imposed, and all interest and penalties thereon, which may be payable or assessed in consequence of my death, whether or not with respect to property passing under this Will, shall be paid out of and charged against the principal of my residuary estate in the same manner as are general administration expenses of my estate so that all property subject to said taxes shall be and pass free and clear thereof, without apportionment of or reimbursement for such taxes, interest or penalties among any beneficiaries, transferees or other persons interested in such property, and without any right of my estate or executor to contribution, recovery or collection for the same. Taxes on any future or remainder interests may be prepaid at and in the election and discretion of my executor to the extent permitted by law. ~-\ " Jesse Taylor, III -15- . Provided however, that if my wife survives me, in no manner or event shall any such taxes, interest or penalties be paid from, charged to or apportioned against any assets or property passing in any manner, whether under this will, in trust or otherwise, to or for the benefit of my wife and qualifying for the federal estate tax marital deduction for my estate under the Internal Revenue Code of 1986, as amended. Provided further, that my executor shall not pay from or charge against my estate or any part thereof any such taxes, interest or penalties payable or assessed with respect to property passing under the Agreement of Trust referred to in paragraph 3 hereof (which taxes, interest and penalties are to be paid as provided in said Agreement of Trustl, or imposed upon generation-skipping transfers under the Internal Revenue Code of 1986, as amended. 14. I direct that all expenses of my funeral and last illness be paid from the principal of my residuary estate as soon as is practicable after my death. IN WITNESS WHEREOF, I, the said Jesse Taylor, III, hereby set my hand to this my Last Will, typewritten on and consisting of these sixteen (16l sheets of paper, at the bottom of each of the preceding pages of which I also have placed my initials, on this 25th day of May, 1995. \-";,.,,-,,~r-,, 'I "- Jesse Taylor, III '-') -16- . . ., . COMMONWEALTH OF PENNSYLVANIA COUNTY OF C '" "'" \.,~,. \ow,' ,( SS. I, Jesse Taylor, III, testator, whose name is subscribed to the attached foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed such instrument as my Last Will, and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by Jesse Taylor, III, the testator, this 25th day of May, 1995. ~-. \ ...._).).. ' ""\'-to__ -(QJ"')' I, Jesse Taylor, III ) t:(,J~ c My commissio Expir~orialSoal SuS1ln L. Hirshman. Notary Public lower AUan Twp.. Cumbo~and County My Commission e'plros Nov. 12. 199B COMMONWEALTH OF PENNSYLVANIA COUNTY OF C" ""'~. ...\,,--,<> c~ SS. " ( Ir, .-~ May, J We, ",i J </1, I. ." the witnesses gned to the attached forego ng instrument, being duly qualified according to law, do depose and say that we were present and saw Jesse Taylor, III, the testator, sign and execute such instrument as his Last Will; that such testator signed such instrument willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of such testator signed such Last Will as a subscribing witness thereto; and that to the best of our knowledge, such testator was at that time 18 or more years of age, of sound mind and under no constraints or undue influence. I Sworn or affirmed to and subscribed before me by kf ,i h A "-.((",1," i,'"r" \,,') ':,'1\, l1, ""I "1r..., , witnesses, this 25th day of 1995. . l/)cM v ';/ / /. :,' 7CV,-:J / Notary ~ My Conmlission Expires: WIT~ V$?C#d'--t ~ ,l~ Ll^J~vb, I ' . j II! I J ! I J, ii/l!ifO 47643 Notarial Seal Susan l. Hirshman. Notary Public lower AUen Twp.. Cumbe~and County My Commission e'plros Nov. 12. 199B ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Jesse Taylor, III Date of Death: 6/25/96 ~ Will No. -00656 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 7/30/96 Name. Address Gladys V. Taylor 2 Brentwood Road Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: 0\ ~ct "6 '7) .!~ ~ 27{. ::c ) , r- I :-! >. , Z , cc U .., -, ~ ~~ 0 ::1 ow p; '> l: III a: ~:;) II: UU Name Anthony J. Foschi, Esquire Address Shumaker Williams, P.C. P.O. Box 88, Harrlsburq, PA 17018 Telephone (717l 763-1121 Capacity:____ Personal Representative X Counsel for personal Representative Iii.' A d_ t .."- '96 ,lGO 20 '::C:1i I CI(;i Cun:, . , r~\ . I' .' . 1 I. ," COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND II: GLADYS V. TAYLOR being duly _u___syto(n_ _ .ccordlng to I.w, dopo,e, and '"VI th.t st.e .ILthe_Executrlx_ - - -_ ____ of Ihe E,'.'o 01 . __ Jesse_T.ay.locIlL_...._._._u__________ loto 01.. 2 Brcntwood Drlvc, Camp Hili ., Cumberland County. P.., doco.,ed and thai the within I,.n Inventory m.do by Gladys V. Taylor ___, the s.id__Executrlx__ .__ of Iho entiro est.te of s.id decodont, consisting 01 "II tho p."on.1 prop.rly .nd rool .stot.. .xcept r.ol OIt.to ouhldo the Commonwe.lth 01 Pennsylv.nia. and th.1 tho ligur.s oppo,lte each Item of the Inventory r.pres.nt It's lair volu. 01 of th. dat. of d.c.dent's do.th. , ..J.-<.,,/7'Jk -1'1 !:;!;;S~L_~~ Euc.utor . Administrator and subscrib.d boforo mo, ~(tdfl2i ? 19 e)7 ~'/l /" J 2_Br.cotwo_od_IkLY_1t _ . __CamP.J:I!!!L~_nnsylvanla Add,... 17011 Date of Death __1~______._.______ _ JUIJIt-_ Day Month 1996 Y.., INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representativo. 2. A supplement inventory must be filed within thirty days of discovery of additional ..seh. 3. Additional sheeh may be attached as to personalty or realty 4. See Article IV, Fiduci.ries Act of 1949. , I "- i I ~ I -0 w I .. ~ ~ ~ .. w =1 " Q., u 0 0 VI " w eo: w 0::, 3 c I- J: Q., 0 ... .... LL xl oj Z <( 0 oJ' LL .... >: 0.1 Q., I W 0 <( w ,;. I > z eo: ~ ~ - Z 0 c: I C ! " it VI z 0 0 eo: w; u z II w <( Ul ... Q., "to Ul c: W - .. ..., -.: 0 " ..a "to " E - ..! .. " .... U u: 1. 2. 3. Inventory 01 Ihe real and perlOnal ellole 01 JESSE TAYLOR III deeeoud. Q07Q Shares AMP, Inc. Common Stock 1970 Mercury Cougar Cemetary Lot Total: $197,39 2,00 10 $199,Q9 00 c- ~ :0 1m ~..:: :0<1> r.:,n ~: ~ " ::0 .. , , , h ()I - c' ..-: ; . : -U . L , .co. -\)L N u; 0 )0';:, -. ID 111/1\\11111. !"J.I I ~'; I .'1 o. If INHERITANCE TAX RETURN RESIDENT DECEDENT (TO IlE FILED IN DUPLICATE WITH REGISTER OF WILLS) 1l9:i1r.'~(\ ...:....':r.'v.. U)Io4MIl"WIAlllt 01 rlflU\"....AHiA IlIrAIIMI'" 01 II VI Itlll nI rl lI11,,l)l ItUII\IUIC" rA I111110r.l}l (lilililili~fiiA,;oI-tli\i-i-;i\i "'''11 ""IlIlII-i-",II"'lI ... ~ ",:!.VJ u=" w~u xoO u~~ ~w ~ ., .~ ~" WH' =0 ~~ u~ I I 'J ~upplr"u'n,,,1 WIltU"l I I .If! Illlulr Inl~I"\' CU!flpllllfll\r {Iu' tin!", tll dl','l" 0111" 17,111111 Oucuddnl Ou!d l(',lull!' I I I Ol'u.drnl MOIII1Um,.d II lh"n~ll,u\1 (Allulh lOpy 01 W.lll 1^"tHh lOj!) ollfu"l ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SIlOULD BE DIRECTED TO: ,- cr H' " H. U H' o I. 2. J. 4 5. 0 6 ;: 0< ~ 7. => ~ iL 8. 0< U 9. W = 10. II. 12. lJ. 14. 15. 16. 17. % 0 ;: 18. 0< ~ => 19. ~ :0; 0 u >< 20. 0< ~ 21. Taylor, Jesse III ')'''.AI\lI...,l''w....I. \0...111)1111...'" lU7-12-U6q3 6-25-96 t" """1 "'11 ,u""'"'' ,'ouu ,....., Iii" I'''' '''1''''11(01' """"1 Taylor, Gladys l>q 1 Olluinnl Rututn 1-) 4 LinHlnd [\I,ll' I~ 6 v. \'051 UAHSOf UlAII. AfllW I '21.1"91 (lUCK fUR If A SIIO\JSAl , I'OYlRlY (Alnl( IS (lAIMlU 1 I 1I1I NUMOI" J I 1'1'11.. I" r,( , . ~ .... .... (OUtH V (OUl IlIJM(\( Yl AJI 1l'lllIIIII',,'lOUIII(Allll'I\\ \,"'~~'3';~'~ 3 !\llll,l,I\l(It.ll"llI...l1. 2U7-12-3930 2 Urenlwood Drive Camp HiH, l'^ 17011 '''""', Cuml.1erlilm.l . 1""'ll"OI1111IlVltll\lllIj,)IUlllIOII\1 199,'197 IIJ 1 I ~ RClIlllltull" R!!IUln (101 dale" 01 dllOlh Plim 10 11.1 J.8i r,.dl!tul [\Inl" lUJ R"lulf1 RI'qi,Olll'd .0.11 lolnl r~urnh"t 01 Sol,. Ul'POUt BOH'\ i:(j;;.-ittiiMA,ii,j(.AOiiii\;;-'-~---"--'-~----'-_.-- "AMI ---~._----_..__._--_._.__._"- .._~-_._-_... ..---- P.O. Box UU ~iuiilol 'WlrAilill-O"ltllli"";I-ilr~I"l'-il":''''I "'Ii(liq-~\ _.!-..!.lthonY_J~_.F_o.s.l:.hL__.m_- ..... HurllO"1 uu",.t. ..___._ n.. .,.~cAlarrlsburg6PA,=17108~=c~~~=,o"=7'oc.= III -:O.-:___..:~' ,. .:n 121 _....1.9_I,)JJ1___.__ I J I ___.. -0- ._.__ -0- 141 ._-__ I ~ I ~~~O____.. .. _ I n7 I 7Ji.3=U21-- Ruol E,late (Schedule AI Slack, and Bond, (Sc.hedule BI Clo,ely Hllld Slock/Portneuhip Interel! (Schedule q Morlgoge' and Nole' Receivable [Schedule 01 Cmh, Ban~ Depo,it, & Mi\CeUaneouI Pellonol Plopelly IS,h.d,l. E) Jointly Owned Properly (Schedule FI T ron,flltl (Schfldult' GI[Schedule 1I Tolol Gran Anell (10101 Line, 1.71 Funeral Ekpen'el. Admini,tralive Co,t,. MilCelloneou, fkpen,e, (Scht'dule H) Debll, Morlgoge liobililie,. lienl (Schedule II Tolal Deductionl (10101 LinCI Q & 101 Ncl Value of E'lore (lint' 8 minu' line III Choriloble and Governmental Beque'I' (Schedule J) Nel Value Subject 10 T Ok (line 12 minuI lin" 1 JI Spoulal Tronlfen (for dol" of deolh oher 6.30.9"'1 Se" InllruClion, far Ar,plicabl" Percentoge on Revene Side. (Indud" value, rom Schedule K or Schedule M ) Amount of Line 14 takable 01 6% role (Include value' from Schedule K or Schedule M I Amounl of line 14 tallable at 15% tole (Include value I from Schedule K or Schedule M ) Principal 1011 due (Add 10. from line, 15. '6 and 17) Cradih Spou,ol Poverty (fcdil Prior Poymanh -------~._---_..~ ... 161 17) .._ .....::.0::.___ -0- -...-.-.---.. --~-_. 199,Q97 18 I I Q I __......2._127 _._______ (IO) _.-=,,0.:...___..._ 5,127 194.370 Ill) (12) IIJ) (14) 19Q,370 II~I 19Q,370 x...Q.Q= -0- 116} ______x .06 = 1171 --.- x .15 = (IBI -0- Oncount Inl!!t!!\t + 1191 (201 If Line 19 i, greater Ihon line 18, enter the difference on lin!! 10 Thil i, Ihe OVERPAYMENT. aD .14:m~il'l ,..1"'1"'."',.',('1'1,1 t'I,I:':'. iI,ll'Tr.r:r:'I&'I.l'I""'lil!l:j'.lIII-I.I- If line 18 i, grealer Ihon line '9. enle' the diffCIt'nct! on line 11 lhi, i, thc TAX DUE. A. [nlt'r Iho inlete,r on the boloncc due on line '11/. B. [nler the 10lul of line 21 ond 21A on line 21B lh;, i, the BALANCE DUE. Make Chock Pavable to: R..~iller 01 Will,. Ag_'!.~~__ __. __ (21) 121A) (2IBI -0- .----:.0: - ._.___ _n.____n___ -0- ~ ~ BE SURE TO ANSWER ALL QUESTIOtlSO-N-R'EVERSE SIDE AND TO. R.ECHECK MATIl -< ~ Under pen~I"e' of perjury. I declore Ihutl hove e.omlned Iii., rel~.rn. including o(camp~f1ying -~h~dulel ond "o'~mef1h. and to ih-;-bc'l ~-rno"",led9t' and bellel il illrue, COllccl and complete,_1 declole Ihul all rt!ole,lolc ho, been lepalled Cllfu,. m()f~!!1 value Orc1arollon of ptepoter ollic' Ihnn Ihe pe"onolleJ\fl!,entolive I baled on all informal ion of "",h'ch prcpor'" he' ony ~no....ll!dge ~IQN ATu.Tm'(ISOtiiTIfOtT~iitr '-o-iflilti[:..fluir,~-'. iiit1.I.~;; ""- pi,,---._..._~. . {l.l." SHUMAKER WILLIAMS, P.C., P.O. Box 88 Harrisburg, Pennsylvania 1710U Acl #48 of 1994 provido. for Iho roduction of 'ho 10. rolo. i"'I)O.od on ,ho nolvoluo of 'ronsfen 10 or for Iho u.o of Iho .pou.o. Tho rolo. a. pro.cribod by th. .Iolule will bot · 3% (.03l will bo opplicoblo for 0"010. of docodonls dying on or oltor 7/1/94 and bofor. 1/1/96 · 2% (.02) will bo applicable for o.lolos of docod.nls dying on or altar 1/1/96 and before 1/1/97 · 1% (.01) will bo applicoblo for oslalos of decodenls dying on or altar 1/1/97 and bofore 1/1/98 · Spousal translors occurring on or alter 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS. 1. Did decedont make a transfer and: YES NO a. re'ain ,he use or income of ,he property transferred, ...................,.........,..,...................... b. retain the right to designale who .hall use the property 'ronsferred or its income, ............... c. retain a reversionary interest; or ..............................................................,.................... d. receive Ihe promise for life of either payments, benefits or care? ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two yean preceding dealh transfer property without receiving adequole consideration? If death occurred after December 12, 1982, did deceden' transFer property within one year of dealh without receiving adequate consideration? ............................................. ................... ................... ................ 3. Did decedent own an 'in trust for' bank account a' 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. \ x x x x x x UY.UOJ Ix. 11..61 ~ COMMONWU,u1t 0' 'lNNinYANIA INHUlJANCf lAX .nUIN 'UIO(Nt DIC(DINI SCHEDULE B STOCKS AND BONDS ESTATE OF Jesse Taylor III FILE NUMBER 1996-0656 (All proportv 'olnllv.ownod wllh RighI of Survlvo"hlp mUll bo dllClo..d on Schodulo F.I ITEM NUMBER I. DESCRIPTION VALUE AT DATE OF DEATH QS7Q Shares AMP Common Stock, Fair Market Value QO.50/shar 197,397.00 TOT At (Aho entor on line 2, Recopilulalion) (IF mare space is needed. inlerl oddilionol 1"1'f"1 nf COt... ,il''' 1 S 19L397.00 IIVI)III"I'''1 ~.~.~ J ~.Jt~;;!' COMMONW!Alltt Of '(HN~'flVANIA INU(l11A'4(( lAX II( ruiN USIOIHI O(C10(NI ESTATE OF Jesse Taylor III SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES j PI.a.. Print or TVp. FilE NUMBER 1996-0656 . ...--. ....... .________L ...________,________ DESCRIPTION AMOUNT ITEM NUMBER -- .--- ".-.----..--.-----.- A. Fun.ral Exp.n..s: I. $ 397 200 75 1770 135 200 Myers-Harner Funeral Home Camp Hill Presbyterian Church Memorial Fund New Hyde Park Presbyterian Church (Minister's Servlcesl New Hyde Park Funeral Home Food, reception after memorial service Cemetary Lot 2. 3. 4. 5. 6. B. Admini.trative c..ts: 4. C. I. 2. 3. 4. 5. 6. 7. 8. 1. Personal Roprosenlalivo Commissions Social S.curity Number of Personal Rep,e.enlativo: Year Camminions paid , , , .Allo,noy Foo. SHUMAKER WILLIAMS, P.C. ! ! . Family Exomplion Cloimanl Gladys V. Taylor Wife 207 - 12 - 3930 -0- 2. 1500 3. Relalion.hip Addr... 01 Claimonl 01 decedenl'. dealh Sl,eel Addre.. 2 Brentwood Drive Cily Camp Hill 17011 Slole P A Zip Code Probote Fee. Cumberland COunty Register of Wills 391 MI.c.llaneau. Exp.n..s: PNC Bank 338 TV Rental Co, Woodside, NJ (in hospital) 50 Travel Expenses 46 Mary Immaculate Hospital 25 TOTAL (AI.o enlor on line 9, Recapilulalian) (If more 'pace i. needed, in.ert additional .hee" of .ame .i.e.) s 5127 "I'S.IM') D';IIK"~) ~j sell EIHI LE 0 TnAlI\SFEHS TO SUHVIVING SPOUSE n~",~1"" 111'" M'....UI "At4.' ..ItJlIl.u<<11"'lUl\~H UJ,lIlJrI11fllllt)it ""i1rNtllllbtr t~'T ^ n: Ilt' 1996-0656 Jesse Taylor III It^ltT A: ruin 11M! dcsaiplion and \'alue of all inl(1C'\U, bl.llh lauhl... and IIUII-Ia.,hl.... fel~.udl(U IIf IO'':.lllnn, (lid of dttluc111lltS) "hich r"" to the dt~edtnl" survi.."inr. 'pOUIoo! by will. inlnt.1I.::Y, 'l!)tUlllKl nfla\\', Of ulho."',\"I\.C DCSCr1 )lion Or items Amount I AMP Stock - Test. Trust - Q,B7q shares Common 197,397 Stock at $Qo.50/per share 2. Automobile 2,000 3. Cemetary Lot 100 Part A Total: Enter the amount 5ho.....n on \he recapilulation sheet In the [Hetdtnt Inronnlllon SteHon. Election To Subject Property To Tax Under Seetion 2113(A) As A Taxable Transfer By Tbis Decedent. If I ln1s1 or similar arrangement mew the requirements of SCC'lion 211 ji A). and: I. The trust or similar anangcment is lis1ed on Schedule O. and b. The ,'alue of the trust or similar arrangement is mitred in whole Of in p.u1 as an a.sscl on Schedule O. then the tranSferor's pmonal representative may specifically idtntify the wst (all Of' I fractional portion ()( rc:rcmuge) 10 be included in the elmion 10 have sua, ln1st or similar propmy lIe.1ed as a Lauble trlNfcr in this csUle. If less than the entire value of the Innt or similar rropcrty is inc1uikd as a taxable lta.Nfcr on Schedule O. the rmon-al rcpresenlati\'e: WlI be corwd.ertd to ha\'e nude the elec1ion only U 10 a frac1ion of the INst or limilar arrangement. The numcnlOf' oflhis fraction is cquallo the: amounl ofthe trUst or similar atnnCm1ent included U I taxable: Wd on Schedule: o. The denominator is equal 10 the total ,'alue oflhc bUst Of' limilar anancnncnl ELECfION: ()o )'ou tltd undrr Stctlon 11 IJ(A> to Irnl as a tau bit trarurrr in this "Latt all or a portion ora tnut or .lmUar arnnCtmtnt ("at~ for th~ IOlt UH ofthls dtecdtnt'llun1vlnC IpoUH durlnC the lu,.,,"hinC 'POWt'l t'nU~ Urtllmt7 \'ES W NO D SIEna'." Il.t. 3-2Q-97 Note: trtht tlKllon appUts to mort thin ont trust or IlmUar arnnCtmtnt.lht'n a "paralt' tonn must be 'Itned and nJt'd. Part B: Enttt the cScscription and value or all inler~ both laxabl... &nd non-lIuble, reg.udlcu of local ion. (nd of deductIons) "hich pw 10 the decedent's survi\'ing JpouSoC for "'Nch a xction 21lJ (A) elc:1.1ion is hem!: 1Il1dc. lion of ilems Jesse Taylor III Trust Amount Descri I 197,397 197 3 7 rartllToul ;5- -/>//-(' BUREAU OF INDIVIDUAL TAXES IHII[RItANC[ tAll DIVISION D[PJ. :101>>01 IIAARlsaUAC, PI 11121-060l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ~ A.oun\ R..I\\.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifE'v:is4-j-EX"Aj:P-"coi":9:rj"iicificE--cin-NHEiiiiiiiicE"i'"A'X"APPRAisEHEiiT",-"Ai.i.-ciiiiiiicE"i:iR'"---"------------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JESSE FILE NO. 21 96-0656 ACN 101 ANTHONY J PO BOX 88 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN FOSCHI PA 17108 ESTATE OF TAYLOR 06-23-97 TAYLOR 06-25-96 21 96-0656 CUMBERLAND 101 (.'/ * "'.1"'11'" III.tll JESSE TAX RETURN WAS: I ) ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE DATE 06-23-97 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and IB will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anaunt of line 14 .t Spousal rat. US) 16. Anaunt of line 14 taxable at line.l/Class A rat. (161 17. Anaunt of Line 14 taxable at Collat.ral/Class 8 rat. (17) 18. PrincIpal Tax Due TAX CREDITS: PAYHENT DATE 03-25-97 RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. RooI E.toto ISch.dulo AJ III 2. Stocks and Bonds (Schedule HJ 121 3. Closely Hald stock/Partnership lnterast (Schedule CJ (3) 4. Hortg.gas/Not.s Raceivable (Schedule OJ (4) 5. Ca.h/Sank Deposits/Hisc. Parsonal Proparty ISchedule E) (5) 6. Jointly Ownad Proparty ISchedule F) Cb) 7. Transfars I Schedule G) 17) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expansas/Ad.. Costs/Hisc. Expense. ISchedule H) 19) 10. D.bt./Hortg.g. Ll.bllltl../LI.n. (Sch.dul. I) 1101 11. Total Daductions 12. Nat Value of Tax Raturn 13. Charitable/Government.l aequests (Schedule JJ 14. Net Value of Estat. Subject to Tax NOTE: RECEIPT HUHBER AA185311 DISCOUNT It I INTEREST/PEN PAID (-I .00 .00 197.397.00 .00 .00 2.100.00 .00 .00 (81 8,627.00 .00 Ill) 1l2) 1l3J 1l4J 99,911.00 X .00= 90.959.00 X .06= .00 X .15= lIBJ AHDUNT PAID 5,458.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure propar credit to your account, sub.it the upper portion of this forn with your tax paynent. 199.497.00 R.6?7 00 190,870.00 .00 190,870.00 .00 5.458.00 .00 5,458.00 5,458,00 ,00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUHD. SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIDNS.I RESERVATIONI E.tat.. of d.c.d.nt. dylno on or b.far. O.c..b.r Il, 19a1 .- If any future Intar..t In tha ..tata I. tran.f.rrad In pa.....lon or .nJay..nt to Cia.. B (call.t.ral) banaflclerl.. of the dacadant aftar the axplratlon of any ..tat. far Ilf. or far y.ar., the Co..onw.alth h.r.by .xpr...IY ra..rv.. the right to appral.. and ...... tran.f.r Inh.rltanc. Ta... at tha lawful Cia.. B Icallat.ral) rat. on any .uch future Int.r..t. PURPOSE Of NOTICEs To fulfill the r.qulr...nt. of Sactlon ll40 of the Inh.rltanc. and E.tat. Ta. Act, Act II of 199~. 17l P.S. S.ctlon 9140), PAYltENTI a.tach the top portion of thl. Hotlc. .nd .ub.lt with your pay.ant to tha Ragl.tar of Will. prlnt.d on the r.v.r.. .Id.. .-Maka ch.ck or .on.y ord.r pay.ble tal REGISTER OF' MILLS, AGENT REFUND (CA Jl A r.fund of a tax cradlt, which .... not r.qu..t.d on tha T.x Aaturn, .ay b. r.qu..t.d by co.pl.tlno an "Application for A.fund of pann'Ylv.nl. Inh.rlt.nc. .nd E.t.ta T.x" IREV-1111). Appllc.tlon. ara .vall.ble nt the Offlc. of tha R.gl.tar of Will., any of tha 21 Rav.nu. DI.trlct Offlc." or by c.lllng tha .p.cl.1 l4-hour an.w.rlng ..rvlu nuabars for for.. ordarlngl In P.nnlYlvanlll 1-800.16Z-ZD~0, outs Ida PaM.ylv.nla and within lonl H.rrlsburg .raa (717) 187-a094, TOO' (711) 77Z-ZZSi! ItI..ring I.p.lred Only), OBJECTIONS I Any pllrty In Int.r..t not ..tl.fl.d with the oppral.aaant, allowance or dl'lIllow.nc. of d.ductlon., or ........nt of t.x (Includlno dl.count or Int.r..tl .. shown on thl. Hotlc. .u.t obJ.ct within .I.ty (601 day. of r.calpt of this Notln by; .-wrltt.n prot..t to the PA O.part..nt of R.v.nu., Board of app.al., a.pt. Z810ZI, Harrl.burg, PA .-.I.ctlon to have the .attar d.t.r.ln.d at audit of tha account of the p.r.onal r.pr...ntatlva, --.pp.al to the Orphan.' Court. 17lza-tall, DR DR ADMIN ISTRATlVE CORRECTIONS I Factual .rror. dl.cov.r.d on thl. ........nt .hould be .ddr....d In writing tal PA a.part..nt of R.~anua, Bur.au of Individual T.k.', ATTHI po.t A.......nt R.vl.w Unit, Dapt. Z80601, Harrl.buro, PA 171Z8-r601 Phone (717) 781-6505. S.. p.g. 5 of the bookl.t "In.tructlon. for Inh.rlt.nca ta. Raturn for a A..td.nt D.c.d.nt" (AEV-I~OI) for an akpl.natlon of ad.lnl.tratlvalY corr.ct.bla .rror,. DISCOUNTI If any ta. dua I, p.ld within thr.. (1) calandar eonth. aft.r the d.cad.nt', d.ath, a flv. p.rc.nt (S~) dl.count of tha taM Pllld I. .llow.d. PENal TV I Tha 15~ taM aan..ty non-partlclp.tlon panalty I. co.put.d on the total of the ta. .nd Int.t..t .......d, and not paid b.fore J.nu.ry la, 1996, tha flr.t day aft.r the end of the t.. ..n..ty p.rlod. Thl. non"partlclpatlon p.nalty I. app..labl. In the .... .anner and In the the .... tl.. p.rlod .. you would app.al the tax .nd Int.r..t th.t has b.an .......d .. Indicated on thl. notlc.. INTEREST I Int.r..t I. ch.raad baglnnlno with flr,t day of d.llnquency, or nine (9) .onth. and on. (I) d.y fro. the d.t. of d.ath, to the date of plly..nt. T.xe, which bec... d.llnquent bafor. Janu.ry I, 1982 bear Int.r..t .t the tat. of ,I. (6~) p.rc.nt p.r .~ c.lculat.d at . d.lly r.t. of .000164. All ta.., which b.c..a dallnqu.nt on and .ft.r January I, 19aZ will b..r Int.r..t at a rat. which will v.ry fto. c.lendar year to calendar y..r with th.t r.t. announc.d by the PA Depart..nt of A.v.nu.. Th. appllcabl. Int.r..t r.t.. for 1982 through 19'1 .r.: '!!.!! Inler..t Aat. Dally Inl.r..t Faclor ~ Inl.r..t A.t. a.lly Intere.t Fnctor 198Z ZO~ .000~48 1'81 .~ .DOOl...l 19U 16~ .DDOU8 19aa-I991 1I~ .000101 1984 11~ .000101 1991 .~ .0DOZ...l 1985 13~ .Oaal!,6 199)-1994 n: .0001'Z 1'86 lU .000214 1"~-19n 91- .000241 --Int.r..t it c.lcul.t.d 00 follow.: INTEREST : BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I..ued .ft.r the ta. b.co... d.llnquent will r.flact an Int.re,t c.lcul.tlo~ to Ilftean tl!,) day. b.yond the d.t. of the ........nt. If p.y..nt I, ..d. .ft.r the Int.r.st co.putatlon data shown on the Notlc., .ddltlon.1 Int.ra.t au.t b. c.lculat.d. IIV.W.OIIJtIl' ~ ~ . ~;~~;;.c' j COMMONWEALTH Of PENNSYlVANIA DEPARTMENT Of REVENUE BUREAU 0' INDIVIDUAL TAXIS DEPT.2B0601 HARRISBURG. PA 1712B.0601 DECEDENT'S NAME ..,.. '.lc.:..':,~)C J 1'''lt (;1(.. INHERITANCE TAX EXPLANATION OF CHANGES - III filE NUMBER _,;.' I "(, ACN t-I((IS /t.'/ SCHEDULE ITEM NO. EXPLANATION OF CHANGES h:,~l~ :::. <;..(!../'o ,-, ~ I ,,.I. I (< I (/ ',.., ,Ic..( L r ft:.(!.../ I>'c. JiJ '-I 3'3,r,r;~ '/l... hl.lIl'l'( ~((-'rY'pl,,,.1 tU..I~. "'IN,.lc/..r.! "".e.~"":'/~J ;'/.c.. jill/f)" -.;1 i II'-.l Chll/.) /-".( ,-/ ,.? Uu... ClO /" '::6- OCl. 00. , I '.. o.....'=-k-sL.L.l." '-, '!; ~ PAGE TAX EXAMINER: ". .."" //- , ! --. . ~.<;. ~