HomeMy WebLinkAbout96-00797
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f:OMMONWFAllH 01 IJINr~!jYi VAfn^
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LOCAL REGISTflAR'S cEln IFlCATION or DEATH
CERT. NQ,3167556
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Name of Decedent __.._...._..._..._... .~..... ... ..f IQr.;>nce
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Sex .....!'lll1!ltie
__..._..Soclal Security No...
124-46-8099
Date uf Death..3Septe~b..er _~Q, J9!l.li
Date of Birth.A.1>LIJ...2.LliQfL_.. Birthplaco. WJc;oni./lco,. PA
Pi ace of D,'ntll... t!1essi!1.h..Y.IlJJ!&l_____.....
f'aclllly N~rnll
CUmberland
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Race ...White.. .. .~ Dccupation..HQDle.llmMr. Armed Forces? (Yes or No) N.Q.
Decedent's
Marital Status. .WidQIWd.. .._.. _. Mailing Address ...lQD.Mt .A11~n Drivel..M~(:hanIQl!\l\!rg,. PA lW.L_.,
~1>!'llb"r ' 1"0'", "lIy '" \""'/1 ~!A!"
Informant n.RQUJy:!\I!ll!.L..___............_........_.._. Funeral Direr-tor John R. Shul t:r..
Name and Address of
Funeral Establishment......J'Qhn..M.LS.h.\!.liz...flml;lX!!ll:lolll~1 406 Market St. LLY~Il.I1~1
P~ 17.9<1L......_.___...
Interval Betwoon
: Onsot and Death
Part I: Immediate Cause
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(b) _..Re.WmtlLP.J.l.J.J11!mMy:.s!lQf~UQ!}1l
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Part II:
(d).___
Other Significant Conditions
OERD, SOAT, CAD
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Mannel of Death
Natural [Xl Homicide 0
Accident [I Pending Investigation 0
Suicide [] Could not be Determined 0
Describe how Injury occurred:
. -'-~."""-'-'-~-"'--'_._----"~--"'-' ..........-----.......;.-~-~._--~-,~
Name and Tilio of Certlfier,_l!!mes AII1Q._TX!ldl!.LlL1!1-'.!?L,..
.. ..-...--..-m.----..----Uvf:-[Y~]J5,~Coroner ,-MI:')
Address.. .108...l~..!..t heL.g..__w&I!!9B1_!~.d)~.J]O~.L_ '........,
This Is to certify that the Information here given Is correctly copied from an origlnai certificate of
dealil dilly filed with me as Locai RegistrAr, Tho origln1 cortlflcate Wi,lI be forwarded to the State
Vital Records Office for permanei't fliing'7::!"??I:.;!ffi.~L.. 22-219
September 23, 1996 132 we~'; "'~';"IRl ~';'SbUrg, PA t 706 ~:""~~~-;l-i~ Twp.
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LAST WILL AND TESTAMENT
OF
FLORENCE BATDORF KING
PAGE 8
Mt. Joy / Pennsylvania 1'1:,:,2, or Hs successor in
interest, to be added to the permanent endowment fund of
BRETHREN IN CHRIST WORLD MISSIONS / the income from which
shall be used in the discretion of its governing board.
This bequest is given In Loving Memory of my mother,
Alice Maude Batdorf, and shall bo designated on the books
and records of BRETHREN IN CHRIST WORLD MISSIONS as the
Batoorf f'amily Memorial Fund.
In the event ono or more of the above-mentioned organizations
do not quali fy as an organi za tion or organi za tions described in
Sections 170(C) / 2055(a) and 2522(a) of the Internal Revenue Code.
and any amendments. regulations and rUlings which. from time to
time, may be promulgated thereunder, then the share or shares such
organization or organizations were to receive shall be paid, in
equal parts. to the remaining organization or organizations in this
Paragraph FOURTH that qualify as an organization or organizations
described in the above'mentioned Code Sections.
FIFTH: It is my express directive that no proceeds from my
estate be passed on to members of the King family. It is also my
express dJr'ective that none of the children of my deceased half
brother / Joseph Ba tdorf / Sr. / including Dorothy Whi te. Ida ,Te.an
Jakes / or Joseph Batdorf, Jr., or any of their issue / share or
receive any proceeds of my estate.
SIXTH, I nominate, consti.tute and appoint CCNB BANK, N.A..
Camp Hill. pennsylvania. as Executor of this my Last Will and
Testament. I direct that no person named herein be required to
post any bond or undertaking for the faithful performance of his
duties.
I,ASTLY. it is my wish that funeral arrangements be handled by
the John M. Shultz Funeral Home, 406 Market Street, Lykens.
Pennsylvania. It is my wish and directive that my remains be
placed in a cardboard or wooden box and cremated, and that my ashes
be placed in a bronze urn and buried in the Batdorf Family Plot in
Wiconisco / Dauphin County / pennsylvania. It is my further wish
that there be no viewing or service, and no obituary noti.ces in the
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CERTIFICATION OF NOTICE t~ER RULE 5.6(Al
Name of Decedent: FLORENCE B. KING, a/k/a FLORENCE BATDORF KING
File No.: 1996-00797
Date of Death: 09/20/96
To the Register:
I certify that notice of beneficial interest J:'equired 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 January
13, 1997.
Presbyterian Homes, Inc.
Attn: Peter Shultzabarger,
Vice President of Mission Support
1217 Slate Hill Road
Camp Hill, PA 17011
Lafayette College
Attn: Robert Nourse,
Director of Estate Planned Giving
Markle Hall
Easton, PA 18042
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Salvation Army
Easton, Pennsylvania Corps
Attn: Captain Stanley Newton
P.O. Box 937
Easton, PA 1B042
Mrs. Raymond Unger
P.O. Box 275
Wiconisco PA 17097
Miss Debbie Goodman
Estes-Leadley Funeral Home
325 West Washtenaw and Walnut
Lansing, Michigan 48933
Eleanor Moore
69 Townsend Drive
Florham Park, NJ 17932
Father Flanigan's Boys Town of Nebraska
Attn: Bess Irvine, Estates Manager
14100 Crawford Street
Boys Town, Nebraska 68010
I1EV.1C,OO EX + (10'971,
III fIClr,: USE (INIo"
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REV-1500
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280001
HARRISBURCl, PA 17128-0001
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
GOl}N~tCO(lE vPA9l
N&J,R"I.
..~~_._--
----.---
DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Florence B.
SOCIAL SECURITY NUMBER -IoATE OF DEATH
124-46-8099 -1-..09 20/96 _.______
!IF APPLICABLE) SUAVIVINCl 5POUSE'S NAME (ll\',l, SOCIAL SECURITY t~UMBER
t:IAST, AND MIDDLE INITIAL)
DATE OF BIRTH
04 05/1908
THfS RETURN MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
:3. Remainder HlIlljrii-----
1. Original Roturn 2. SUpplolllOnlal Rolllrn (d~!o!ll dllalh prior 10 17. 13.82)
4a, FuIllllllntofBsl Compromise
4. L1mltod Estate (d,lle olrloath aflor lZ"12..f\2l 5. Federi\1 Eslalo T~)( HIm. RuqullOd
6. Decedent Died les1al& 7. LJacodltnl Mlllnll\lnoc! II l.iYlnu Tnls! 1 8, Total No, of Salo Doposlt Boxus
(Attll.c:h copy 01 Will) (AtlaC!l ~ollY of TIlJ~1l
9, UtlQatlonProcoodsRocol~ed ... .10 ~'f~~~~~~~~~r\~f!:~)lt(d"'~(J1 dUA!h helwoen .11. ~ft~~~\nst(~hlgu~(hIl5IlC' 9113(A)
THIS SECTION MUST BE COMPLETED, AU. CORRESPONDENCE ~ CONFIDeNTIAl. Tf'X INFORMATION SHOULD liE .DIIIECTED.!Q!....
NAME COMPLETE MAllINCl ADDRESS
Jolm A. Scze 0 k!.L!'ax Officer ro Box 429J3
FIRM NAME (II Applicable) 1600 Market st. - 8th Floor
PNC Bank, N.A. Executor Philadelphia, Pa. 19103
TELEPHONE NUMBER
(215) 585-5491
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDENT
1- Real Estato (Schedule A) (1)
2. Slocko and Bondo (Schedule B) (2)
3. Clooaly Held Corporallon, Partnership
or Soia-Proprietorship (3)
4, Mortgages & Notos ReceIvable (Schedulo 0) (4)
5, Canh, Bank Depoalts & Miscellaneous Personal
Proparty (Schedule E) (5)
6, Jointly Owned Property (Schedule F) (0)
7, lntm-Vivos Transfers & Mlscollaneous
RECAP IT - Non.Probate Propor1y (SCllOdulo G or L) (7)
ULATION
None
318,547.34
OFFICIAL USE ONLY
None
None
2,095.09
None
1,323,327.88
8, Tolal Gr~ss Assela (total L1nos 1-7)
g. Funeral Expenses & Administrative Costs (!,choclule Hl (9)
10, Doblo 01 Decedent, M0I1g. L1abtllltes, & Liens 10,h, I) (10)_
(6)
60,283.61
390.14
1,643,970.31
11. Tolal Deduotlons (tolal Lines 9 & 10)
12, Net Valu. 01 Estat. (line e minus lIno 11)
13. Charitable and GovornnYJIltal BoquoSls/Soc 9113 Trusts
for which an election 10 tax has nnt beon made (Schedule J)
(11)
(12)
60,673.75
l,583_,El~~
(13) _
1,578,296.56
14, Net Value SubJeot to Ta, l!:!!l~1\1H line 13J
15, Amount 01 line 14
taxable at the spousal
tax rata
Soo Instructions 011 pnqo 2 fot appllcablo pOlcontago
16, Amount 01 II no 14
taxablo nt 6% ratn
17, Amounl 01 tine 14
fax able 01 15% rato 5.J?.90.0Q,.x .1f, (17)
10. Tn Due -i.!!!L,
.~e!S.!:!!'!!L!f'..Y.2!!.A.~~\!!l!r!.!!.G A REFUND ~~Ef\~!:!~.!IT.J _
>> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHl!:CK MATH ""
Di,dor penalllos of porJury, I doclAre thai I havo oxEtmlflod tllin !ofurn, IncludirHj nccornpanylnq RChodlJ,los and slatoments, and f,) tho bast 0' mv knowlodgo
and bollef, It Iglruo, car met nnd cornploto. Dociml1tlon of propnrnr otllOr 111nnllo ponmrlill rnprmHlntnllvn 1!1 bosad on €Ill llllotmnl!ofl 01 which propCUOf has
any knowlodgo, .____._.____.__+_~_____.____~__.._.____.______._____~_.__
~ETW\~ f~/,( :.0 .1E~<;r(lWd(lll jn~ ~~I.INn~~~~;~IIl:~h~!1:~~J.~!~c:t~~+__.___.._______~_ l"',:~:.~.!:f.)jf}_--_.
SIONAT)' t or r",PAf"R~llIn TIIAN "'rlll~"V' AI''''''';'' "ATI
, P.O. 1}o~0_1Z2,JJ,..l.(,()O MaJ~~et .[)tr~et, 8th F!OOJ_______.____
7 PA16001 NIf '"'' Philndelphia, PA 191.03
Corlynghl forms ,~;UltWIH" Only, 111!11 Nlllc(I,IIW,
(14)
5,000.00
x ,0
(15)
TAX
COMPUTA-
TION
0.00 x
.00
(16)
0.00
750.00
750.00
,.
II your RETURN ADDRESS oomplltld on thl rlvlrll Ildl?
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Think you for ullng Return Reoelpl80rvloe.
.' '
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P 175 378 663
US Postal So"loo
Receipt for Certified Mall
No InstJrance Coverage Provided.
Do not use lor lnlematlonal Mall See revsrse
senllo ()I) /h1l1'1':t1r~,.,( QC' /lfWlllk;Il-
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Slreel& NUmbef fNHI}f11T1JfI(ff;, rpyP.'~/W'I. /it',-
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Post Ollice, SUllO, & ZIP Code P""I .
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Postago
ClIrtifiedFee
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Spodal Delivery Fee
FA REV-1500 EX ('1-07)
Decedent's Complete.Addref!.!l:
STREET ADORESS
Messiah_ Village
100 Mt. Allen Drive
CITY
Mechanics
Tax Payments and Credits:
1, Tax Due (Page 1 Line 181
2. Credits/Payment.
A, Spousal Poverty Crodlt
B. Prior Payments
C, DI,counl
floqo 7
I STATE
PA
fZiP----
17055
(1) 750.00
0.00
Total Crodlls (A + 6 + C) (2)
0.00
3, Illterest/Penalty If appllcabll1
D,lntoro,t
E. Penalty
TOlnllnlom,t/Pollalty (D + E)
4, If line 21s groaler than IIno 1 + IIno 3, onlor Iho dlltorollco. Thl' 1.lho OVERPAYMENT,
Cheok box on Page 1 Line 19 te roqueat a relund
5. If line 1 t line 3 Is greator than line 2, enlor tho difloroncfJ, Tills Is 010 TAX DUE.
A. Enter tho Inlerest on tho lax duo.
6, Entor Iho lotal of Llno 5 + 5A. This Is Iho 6ALANCE DUE.
Mako Choek Payoblo 10: REGISTER OF WILLS, AGENT
(3) 0.00
(4\
(5) 750.00
(M) 0.00
(56) 750.00
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedont make atranolor and: Yes No
8. retain the use or Income of tho propetW lranslotfOd;. . , , , , , . . :', :'. ': :', :', :', ," " :', :' ,': ~ i
b, retain the right to designate who shall, llSO tllO proporly Iransforrod Of lis Incorne;.
c. retain a reversionary Intere'll; or. ' , . , , , . , .
d. recolve the promise for U10 01 elthar paymonts, bonofits Of earn? , , . . . , . ,
2. II death occurrod on or belme Decembor 12, 1982, did docedent withIn two years
precEldlng d{jRth translor propor1y without rocoivlng adequate cOflBlderatlon? If death occurrod
after December 12, 1962, did decodenl tl'i'\nslor propm1y within ono year of doath without
receiving adequate consideration? . . . . .
3. Old decedent own an "In trust lor" or payablo upon dealh bank account or securIty
01 his or hor doalll? , , , , , , . , , , , , , , , . . , , . . . , . . . . . , . . , .
4. Old decedent own an Individual rellrernont account, annuity, or other flon-probato property?. .,
,... 0
J{jf
B ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCttEDlJLE G AND FILE IT AS PART OF THE RETURN
72 P.S. 89116 (a) (1.1) (I) provided 'or the reduction 01 1110 tax rate Ifllpo~lOd on the nol valuo of translors to or lor tho llse of 1110 surviving spall so 'tom 6% to
3% for dates of doath on or altor July 1, 1994 and bororo January 1, 1905,
72 P.S. 89116 (e) (1.1) (II) provided for the rodl/cUon 01 1110 ratn ImpoBod on tho no! vnlun olltnnnlols lo~),.lo"ll1o lIS0 of tho surviving spouselrom 3% to 0%
for datos of death on or after January 1, 1995. Tho sl"lulo doos IlQl oxemp! a 'ronslnr to fl ~urviving SpOllSfJ lrolll tax, nod tllo statutory requlrernents for
disclosure of assets and IllIng a tax relurn ara stili appUcnblo ovon 1/ tho survIving spouso In 1110 only bonollclnry.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1A95 -- Ploaso answer 1110 lollowlnq qll08110n by placlnq on "," In Iho approprlato 'pace,
Old tho deeedenl oroate a trust or similar OIIangemant whloh Is solely for the surviving spouse's benelll tor his or her entire IItetlmo?
Yes 0 No jgc
II you onswored yes 10 lho abovo question, lholO' on 1I10lrllsl or similar orra"gornonl is poslponed IInlllll10 deall1 ollhe second SpOllSO, al which 11m" II will
be fully laxable at Ihe rolo(s) applleablo 10 tho remolndor bonellelary(los). Enlor tho volllo ollho Iru'l on Sel1edllle J, Par111, In order to romovelt from lhe
calculation of the tax due In this estate. You may wish to WO SCllOdlllo 0 In ordor to rnflko tl10 0100110/1 availablo lIndm Section 9113. If the eloction Is made,
111(1 trust or similar arrangement Is taxed In illS ostalo ollho flml doc-odonl spouso, lho pOllion 01 tho trust or similar artllnt:lornont whlcll bonoflts the survlvJng
:jpouso Is taxod at tho zoro tax rato, and tho romalndOl In tnxod III ,ho rnlo(9) llflpllcnblu 10 'ho foml1lndor bonolicillry(los). II YOLl chooso 10 mako tho 0100110n.
YOII mllsl allaeh Schedlll. 0 10 a IImely-fIIed 'ax rolllrn, Illong wilh Sehodlllo(,) K and/or M In ordor 10 sl10w Iho oppootlonmonl 01 Iho Irllsl er similar
a"angoment between Iho .urvlvlng spollse and Iho romalndor bonollclory(lo').
7 PA15002 NTO' '06/0
Copyright Form~ Sldtw&lfI Only, U91 Nfdr.lI, InL,
''';~:;;~i~':{i:if~~:m"I.!T_~~~~~~~~~~:' _ J
ESTATE OF FILE HUMBER
Florence B. King
All property Jolntly"owned with right 01 survivorship must be dlsolosed on Sohedule F.
ITEM
NO,
DESCRIPTION
1 3000 par USA Savings Ser. E Bond issued 7/1/1967 due 7/1/1997
Accrued interest
2 1500 par USA Savings Bonds SP-r. E. Issued 11/1/1969 due
11/1/1999
Accnled interest
3 1000 par USA Savings Bond Ser. E issued 1/1/2000 due 1/1/2000
Accrued Int.er~.st
4 500 par USA Savings Bond Ser. E. Issued 4/1/1972 due 4/1/2002
Accrued inte>xest
5 500 peu" USA Savings Bonds Ser E issued 7/1/1972 due 7/1/2002
Accrued interest
6 500 par USA Savings Bond issued 2/1/1973 due 2/1/2003
Accrued interest
7 500 par USA Savings Bond Ser. E Issued 4/1/1973 due 4/1/2003
Accrued interest
8 500 par USA savings bonds Ser. E. issued 8/1/1973 due 8/1/2003
Accrued Interest
9 500 par USA Savings Bond Ser. E issued 1/1/1974 due 1/1/2004
Accrued interest
10 500 par USA Savings Bond Ser. E. Issued 2/1./1974 due 2/1/2004
Accrued interest
11 500 par USA Savings Bond Ser. E issued 5/1/1974 due ~/1/2004
Accrued interest
Total from continuation page(s)
TOTAL (AI,o onlal on lino 2, Rocapllulsllon)
(II mom 'pneo Is noodod, 111'011 oddlllollolsl1oo18 of 1110 ,om(. 8120)
7 CPA31 NTF 10""
Copyright fo/mll SoftwMfI only, 1997 Nllko, !Ill',
21-96-0797
.---,
VALUE AT DATE
OF DEATH
2,250.00
12,565.20
1.,125.00
8,403.00
750.00
3,989.20
375.00
1,58~.80
375.00
1,540.00
375.00
1,525.00
375.00
1,525.00
350.00
1,496.00
375.00
1,443.40
375.00
1,443.40
375.00
1,407.40
274,525.94
$ __l).J!.L 54 h 3,4"
REV-1509 EX. (1-0'1)
COMMONWF.AL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Florence '3. King
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-96-0797
SURVIVING JOINT TENANT(S) NAME
II.n ....1 w.. m.dIIlolnt within on. VOIr nllho docodont's dato 01 de.th, It must bo reportod on Schedule Q,
RELATIONSHIP TO DECEDENT
JOINTLY-OWNED PROPERTY:
ADDRESS
LEl'TER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FCR MADE Include name cf flnnnolallnslltutlon and bank DATE OF DEATH DECO'S VALUE OF
JOINT account number or similar Identifying number.
NO, TENANT JOINT A<<aoh deed for Jointly-held real eSlate, VALUE OF ASSET INTEREST DECEDENrSINTEREST
None
.
TOTAL IAlso onter on line 6, Reoapltulatlon' $ 0.00
7 CPA81 NTr '090'
Copyright Forms Sollw41' Only, 1991 NIIIr.u, Inr..
(If more space I. noodod, Insort additional shooln of tho ssme sl'o)
T
?J I 'i& . "' 'l '1
LAST WILl. AND TESTAMENT
OF
FLORENCE BATDORF KING
I, FLORENCE BATDORF XING, presently residing at R.D. l,
Elizabethville, Dauphin County, Pennsylvania, being of sound mind
and memory, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils heretofore
made by me.
FIRST: I direct that all my just debts and funeral expenses
be paid as soon after my death as shall be practicable.
SECOND: I direct that my Executor, hereinafter named, payout
of my residuary estate, without apportionment, all estate,
inheritance and like taxes, including any interest and penalties
thereon (but excluding any tax imposed on property over which I
have any power of appointment), imposed by any domestic or foreign
taxing authority, with respect to all property required to be
included in my gross estate for estate or like tax purposes,
whether the property passes under this Will or otherwise, without
contribution by any recipient of any such property; PROVIDED
HOWEVER, that no residuary beneficiary shall by reason of this
provision be denied any exemption or deduction which by law inures
to the benefit of such beneficiary.
THIRD: I give and bequeath the fOllowing sums to the
following individuals or institutions:
(al Five Hundred Dollars ($500.00) to PRESBYTERIAN
HOMES. INC., wi.th administrative offices in Camp Hill,
Pennsylvania, or its successor in interest, to be added
to the permanent endowment fund of PRESBYTERIAN HOMES,
INC.. This bequest is given In Loving Memory of my
mother, Alice Maude Batdorf, and my brother Harvey S.
Batdorf, and shall be designated on the books and records
of Presbyterian Homes, Inc. as the Batdorf Family Fund.
(b) Twenty - Five Thousand Dollars ($25,000.00) to
LAFAYETTE COLLEGE of Easton, Pennsylvania, or its
successor in interest, for the purpose of creating a
permanent endowment fund, the income form which is to be
used to support the activities, programs and maintenance
~
LAST WILL AND TESTAMENT
or
FLORENCE BATDORF KING
PAGE 2
of the Colton Memorial Chapel of LAFAYETTE COLLEGE, with
special consideration given to the preservation and
replacement of the paraments that were given to LAFAYETTE
COLLEGE in 1963, In Loving Memory of my mother, Alice
Maude Batdorf. This bequest may, for: investment
purposes, be merged wi th the assets of the general
endowment fund of LAFAYETTE COLLEGE, but this bequest
shall be designated on the books and records of LAFAYETTE
COLLEGE as the Batdorf Family Fund, In Loving Memory of
my brother, Harvey S. Batdorf, Class of 1928, and my
brother, Lawrence B. Batdorf, Class of 1932.
(c) Twenty'FJ.ve Thousand Dollars ($25,000.00) to
the SALVATION ARMY, a New York chari table corpora tion
having its principal office in the City of New York, or
its successor interes t, to be used solely for the benef it
of the Easton, PennsYlvania Corps, or j.ts successor in
interest, of the SALVATION ARMY. This bequest is given
III Loving Memory of my brother, Harvey S. Batdorf.
(d) Two Thousand Five Hundred Dollars ($2,500.00)
to MRS. RAYMOND UNGER, now of Box 275, Wiconisco,
Pennsylvania 17097, to be used to place seasonal flowers
on the Batdorf Family Plot in wiconisco, Pennsylvania.
(8) Two Thousand Five Hundred Dollars ($2,500.00)
to MISS DEBBIE GOODMAN, now of Es tes. Leadley Funeral
Home, 325 West Washtenaw and Walnut, Lansing, Michigan
48933, to be used to place seasonal flowers on the Harper
G. Sickler Plot, Lansing, MiChigan.
(f) I give, devise and bequeath any and all of my
Clothing, furs, hats, and jewelry, which I own a t the
time of my death, and the insurance thereon, to my
cousin, ELEANOR MOORE, now of 69 Townsend Drive, Florham
Park, New Jersey 17932. If my cousin, ELEANOR MOORE,
predeceases me, then her gift shall lapse and shall be
added to the residue herein. The remainder of my
tangible perional property which I own at the time of m
/ /~
.0_,.'..
,
J
LAST WILL AND TESTAMENT
OF
FLORENCE BATDORF KING
PAGE 8
Mt. Joy, Pennsylvania 17552, or its SUccessor in
interest, to be added to the permanent endowment fund of
BRETHREN IN CHRIST WORLD MISSIONS, the income from which
shall be used in the discretion of its governing board.
This bequest is given In Loving Memory of my mother,
Alice Maude Batdorf, and shall be designated on the books
and records of BRETHREN IN CHRIST WORLD MISSIONS as the
Batdorf Family Memorial Fund.
In the event one or more of the above-mentioned organizations
do not qualify as an organization or organizations described in
Sections l70(C), 2055(a) and 2522(a) of the Internal Revenue Code,
and any amendments, regulations and nllings which, from time to
time, may be promulgated thereunder, then the share or shares such
organization or organizations were to receive shall be paid, in
equal parts, to the remaining organization or organizations in this
Paragraph FOURTH that qualify as an organization or organizations
described in the above-mentioned Code Sections,
FIFTH: It is my express directive that no proceeds from my
estate be passed on to members of the King family. It is also my
express directive that none of the children of my deceased half
brother, Joseph Batdorf, Sr., inClUding Dorothy White, Ida Jean
Jakes, or Joseph Ba tdorf, Jr., or any of thei r issue, share or
receive any proceeds of my estate.
SIXTH, I nominate, constitute and appoint CCNB BANK, N.A.,
Camp Hill, PennSylvania, as Executor of this my Last Will and
Testament. I direct that no person named herein be required to
post any bond or undertaking for the faithful performance of his
duties.
LASTLY, it is my wish that funeral arrangements be handled by
the John M. Shultz Funeral Home, 406 Market Street, Lykens,
Pennsylvania. It is my wish and directive that my remains be
placed in a cardboard or wooden box and cremated, and that my ashes
be placed in a bronze urn and buried in the Batdorf Family Plot in
Wiconisco, Dauphin County, Pennsylvania. It is my further wish
that there be no viewing or service, and no obituary notices in the
, .
I J,)_
-'
PW, 'TRUST
TEL No, 730-,2254
.'
17 96 l3:44 No,OI0 P,02
Doc ,),
..,
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THJIl
FI~RBNci~8. ~ING
j:.IVIN<J TRUST (!{q PROllll'1'Sl
Thh1 agreement (exeouted in triplicate) is madGl on this
::' ,.'.t. day of August, 1991, by and between ~'lor.enoe B. King, of
1124' I,isburn ROlld, Apartment 514, Camp Hill, Pennsylvania 17011
~nd eCNo Ban~, N.A" Camp Hill, Pehnsylvania 17011 (hereinafter
elll lec;l "Trustee'I). Florenoe B. King halll appointed liS Durabl<l
I'ClWElr at Attornay, Gail C. Winger, now of R.D. 1, 1J0x 377~ll,
MiUersburg, Pennsylvania 17061.
Florence IJ. King is desirous of being rolievod of tho
}'l'sponsibility of looking "fter her assats, all tax work, IInd the
probll\llll of custody accounting, and Asks that the Trustee hold,
mZlnago, invest and reinvest the Trust llssets, and handle all
daily personal and financial responsibilitIes, such as meel.tcal
E'xpenses, Medioare, housing cOllts, IIt11ities, etc., dealillg
directly with the provider/vonel~r.
I'l' IS JlGREli:O AS FOLLOWS:
1. Florence 8. King wishes to retain the option to lIPprove
or disapprove of tho sllle or investing of the assets of this
'l'rust, as long as she is (\blo to act on her own behalf.
2. All property that Florence B. King desires to beoome a
port of the Trust Fund shall, by proper instrument of conveYllnoe,
bo oElsi9nGd, transferred and delivered tQ Trustae, and Trustoe
l.'lhall. aoknowledge recoipt from her and list as Exhibit "A",
att.aohed to Trust. The Trustee IlCiJrees to receive and hold any
pl'(lperty hereafter added to Trust for the uses and purpoSOB
h~reinafter eet forth.
3. The Truete~ shall pay to Florence B. King such part of
t.ho not inCome or principal as she may from time to time request
to maintain a personal ohecking aaoount, to be controlled by her,
o}' har Durable Power of Attorney. Also, the Trustee shall. apply
di}'(H.ltly to the providers/vendors, tor the benefit of Florenoe B.
King, suoh part of the net income or principal as the Trustee
considers advisable to meet the objectives of this Trust,
iJWluding plIyments to the Estate of Florenco B. King to assiat
Wit.h tho estate administration.
4. The conventional duties of the Trustee shall COnsist of
thl;l eafekeeping and oUiltody of the assets of the Trust, the
making of the foregoing payments, counselling with Florence a.
KinCj, and investing and reinvesting the assetll of the Trust unQar
h(1}' direction as providoQ horein I the accurate keeping of the
fWC(lunte of the Trust, the prepllration of hel' Federal Inoome Tsx
l'flt.urns, the PennSYlvania Tax returns, llnd any other tax found
HI", TRUST
TEL 1'0,730-2254
Dee 13,96 13:44 No,010 P,03
'.'
nacessary, ane! the pllyrnent of theee and IIny other taxelJ and/or
insurance premiums which she may request.
!l. Thlll Trustee shall review with Florence B. Kinlj/. on a
quarterly basis, II stateml;lnt of itemized assets, and eaoh year
shall review with her II detaill;ld statement of asaets, both of
whioh shall be retained by Trustee.
6. Florence B. King wishes to be certain, if she is taken
ill, is away, or unablu to attend to her affairs, that not only
her business mattera, but 1l1ao heLe personal care, oomfort and
wel1-beinll' be carefully and promptly looked aft.er without court
prooeedinll'9. In the deoision of incompetenoy, this shall be
sUbject to the process of consultation with two physiciana (her
attending physician, plus an additional physioian chosen by her
Power of Attorney), her 'l'rustee, and her Power of Attorney.
Florenoe B. Kinlj/ haa II Living Will.
7. The Trusteo shall have adequatCl powero in all proper
instances: to bring, defend or cliamills any action, suit or
prooeeding an~ t.:l umploy oouns81/ to act through agents I in
appropriate instanoes, to convClrt and reoonvert, invest and
reinvest (in stooks and bonds) the whole or any portion of the
funda held in Truat upon Buch term. and conditions as to the
Trustee may ae.m hest; to vote any stock by proxy I to exercise,
or refrain from exercising, options, privileges Or voting rights
in conneotion with any stock or other securities held in the
Trust estate; to deposit stook and other securities under
reorlj/anization, consoUdation or merger plans and \;0 participate
in coopsrative aotion through creditors', bondholderBI, or
atockholde.rs' comrni tteos; to pay taxes, asseOfllments, insuranolll
premiums, Trustee's fl;les, I.\ttorney's feea IInd all other
reasonable expenGes incident to the carrying out of this Trust I
to make, execute and delivet. such instruments and to do and
perform Bueh other aots as lUay be roqui.red or deemed neoessary or
advisable for the fulfillment of tho Truet..
8. Florence B. King retains the right, nevertheless, to
direct the retention, purohase, sale Or other disposition of the
assets of this Truat fund, and the TL'ustee shall inour no
liability in acUng under her instructions with I'OSpoot thereto.
Tho Trustee shall consult with FlOrfln~'l1 0. K.ing (oxoept in the
caBe of her inability to act) ooncerning the investment and
reinvestment of the Trust aBaets and shall not make any purohase
or Bale without first Obtaining her approval. In the event of
Florence B. Kingllil inabiHty to act. on her own behalf, the
Truotol\ "'hftll infol:m 11..,1' rmrable ;;,ower of A~torney of any
signifioant changes in Truet aeset investments.
9. The Trustee she.ll keep safe all the lIlIsets of the Trust
and Shall keep records of the Trust. It Shall roceive a normal
and customary compensation for' its aervices.
, ' ["J.,~H;'\
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Post Offki' Bux 4~~I~t~
Phlladdphia, I'i\ 1\lIOlll.S.A
PNC l?llUVAl'lE BANK
REGISTER OF WILLS
CUMBERLAND COUNTY
I COURTHOUSE SQUARE
CARLISLE, PA 17013-3387
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
I Ntlf::RI "'NeE I~)( lllVIS ION
0[P1. i'1I0601
11ARIUSSURG, PA l1ilB-0601
NOTICE OF INflERITANC( TAX
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-23-98
KING
09-20-96
21 96-0797
CUM8ERLAND
101
JDHN A SCZEPANSKI
1600 MARKET ST 8TH FLR
PD BOX 42953
PHILA PA 191D3
( , ./
*ll\
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,.
H~.a\1 [J U~ 111 '"
FLORENCE
B
[-~-'-A;nUnr' Remi tted'--~J
---+.------- --_.--
~-~---_._-~~._--~------
-~._~_.. .
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ Rf.TAIN LOWER PORTION FOR YOUR RECORDS ~
iffy; is,,"," EX" "A Fii. i 09": 9;Y" Horle r"o F - i"N'R Eif f T ANC E" T Air i,PPRA"f S Ei,fENT "; -A i. i"owA N"c E" '(iJi""""..."" -".... """..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KING FLORENCE B FILE NO. 21 96-0797 ACN 101 DATE 03-23-98
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVhTION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Re.l Est.te (Schedule Al
2. Stocks and Bonds (Schedule 8)
3. CloselY Held StoQk/P8rtnership Interest (Schedule C)
4. Mortgages/Notas Receivable (Schedule OJ
5. C..h/Bank Deposits/Hisc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7, Tr'ansfars I Schedule G)
8. Total Assets
CflANGED
11)
12)
13)
(4 )
15)
16)
(7)
.00
318.51,7,34
,00
,00
2.095,09
,00
1.323.327,88_
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Furlaral E'J<pensos/Adm. Cosh/M1sr.. Expense. ISchedllle HI
10. Debts/Mortgage l.iabilitiu/Lhm$ (Schedule X)
11, Total Deductions
12, Net Value of Tax Raturn
13, Charitable/Governmental Bequests) NonNa18cted ~113 Trusts ISohadule J)
14. N.t Value of Estat. Subject to Tax
If an assessnlent was issued previously, lines
reflect figures that includs the total of ~
ASSESSMENT OF TAX:
15, Alllount of Un. 14
16. Allount of Un" 14
17, Amount of Lin~ 14
18, Principal Tax Du.
NOTE:
at Spousal
taxable at
tlllxabl. at
rat.
lin..l/Clell A rat.
Coll.t.raI/Clas. 8 rat.
TAX CREDITS:
------ ------------
PAVMENT RECEIPT
DATE NUMBER
12-22-97 AA2425'94-
DISCDUNT I')
INTEREST/PEN PAID 1-)
,00
-.--.- .-----
BALANCE OF UNP~ID INTEREST/PENALTY AS OF 12-23-97
. IF PAID AFTER DATE INDICATED. SEE REVERSE
fGR CALCULATION OF ADDITIONAL INTEREST,
19)
110)
60,283,61
NOTE: 1'0 insure proper
credit to your account,
submit thu upper por'Hon
of this form with your
tax payment,
1,643,970,31
60,673 IlL
1,583,296,56
1,578,296,56
5,000,00
14, lS and/or 16, 17 and 18 will
returns assessed to date.
,00
,00
750,00
750,00
750,00 ~.
,00
34,27
__._____.__34 :2.?__.
IF TOTAL DUE IS LESS TflAN $1. ND PAVMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS ^ "CREon" ICR), VOIl MAV DE DUE
A REFUND, SEE REVERSE SIDE OF TflIS FORM FOR INSTRUCTIONS, 1
390,14
Ill)
112)
113)
114)
(15)
(16)
I1n
,OOX,QO.
,00X,06.
5,000,00 X ,15.
(18)
AMOUNT PAID
750,00
TOTAL TAX CREDIT
...--------......-
BALANCE OF TAX DUE
__ ___n__ u_._ ___~~ __
INTEREST AND PEN.
._._....._._--~------_.
TOTAL DUE
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'j(i
RESERVATIONl Estatl' of dlcedints dying on or before DlCIMber 12, 1982 -- If any futurl Inter.st in thl e.tatl t. tran.ferred
In PO.....lon or enjoy~.nt to Class B (QoI1ataral) bln'ficiarles of the dleedent after the eKPlration of any I' tate for
lHe or for YI8('S, the COlllllonwlalth hlr.by exprlnly'r..lrvu thl right to .flpra1s1 and anus tran.f.r Inherltance TaKII
at thl lawful Cia.. D (oollatlra') rate on any JU(lh futul" lntlrllt,
PURPOSE OF
NOTICE I
To fulfill the requlr..lntl of Section 2140 of the InherItanc. and f:,tate Tax Aot, Aot 21 of 1995, (72 PuS,
Section 9140),
PAVHENTl
DetaQh the top portion of thl, NotIce and sub.it with your pay~ent to the Register of Wills printed on the reverse ,Ide,
uHake chIck or ltonflY ordor payabh tOl REGISTER OF HILLS, AGENT
R[FUNn (CR) I
A refund of a tax cr.dit, which Wtls flot requested on the Tax Raturn, lIay b. f'equa,hd by eOllpletlng nn "ApPlloatlon
for Refund of PonnsyIvanIa I"her1tMC4I and E.tate Tax" (REV-1313), Appllcat10ns sre avallnble at the OffiCI
of thA RIgI.tlr of Wills, any of the 23 Revenue District Offica., or by r.alllng the specIal 24~hour
answering servIce nUMber, for for.. ordering I In Plnn.ylvania 1~800-362h2050, outsIde PennsYlvania and
within local H8rrlsburg are" (717) 787~8D94, lDD' (717) nZ~2252 (Hurlng lllpalred Only),
OBJECTIONS:
Any party in Inter.st not .atisfIed with the appralse.ent, allowanc. or dIsallowence of deduction., or as......nt
of tax (inoludlng dhcount or lnhr~.tl aJ shown on thlsNotIcl must Object within sixty (60) dl!lY" of receipt of
thls Notice bYl
-~wrIttln protest to thl PA Depart.ent of R.venue, Icard of Appeals, Dept, 281021, Harrisburg, PA l7lZ8~10ZI, OR
--eleotIon to have the lIIatter d.tenlined at audit of the acouunt of the p.rs'onllI representative, OR
--appeal to the OrphanJ' Cou,'t.
ADMIN
ISTRATIYE
COfmECTIONSI
Factu!ll error. discovered on thls a"...lIe"t .hould b. 8ddrllSs.d In wr it Ing tOl PA Depllrtlllent of Revenul,
Bureau of Individual Taxe., ATiN: Post A.s.ss.ent RevllW Unit, Dlpt, 230601, I~rrl.burg, PA l7l28~0601
Phone (717) 737-6505. Soe page 5 of the booklat "Inatructlon. for Inh.rltanoe Tax Return for a Resident
Decedent" (REY-tSDl) for an explanation of adllIni.tratIvely corr.ctable Irrorl,
DISCOUNTl
If any t8x due Is paid within three (3) calendar 80nths after thl dec.dent's death, II five p.rcent (5iO dlsoount of
the tax paid 1. allowyd.
PENAL TVl
The 15% tax alnesty nnn-particIpation penalty J. cOIlputed on the total of the tax and Int.rest a....s.d, and not
paid b.fore ,January 18, 1996, tht fIr.t day after the end of the tax alllnesty p.riod, Thl. non-partlolpatlon
penalty Is appealable in the .alle lIanner !lnd In thl the lallll tl.e periOd a. you would a~~eal the tax and intere.t
that has heen 8s'....d 81 IndICated on thll notl~e.
INTERESTl
Intlrlst 1. charged b.glnning with first day of delJnquency, or nIne (9) Month. and one el) day frail thl date of
death, to the date of payaent, Taxe. which be~..t delInquent before January I, 1982 be!lr lntere.t at th. rat. of
Ihe (6%) percent p.r annu. calcuhted at a dally r~te of ,000164, All tD~ell whIch b.caMe del1nquent r.n and IIHer
Janu~ry 1, 1982 will bur Interelt at a rate which wUI vary fro.. calendar yAar to calendar yeer with that rate
Bnnounced by the PA Depal't..ent of Revenu., The applIcllb1. ~nt.r.gt rat.. for 1982 through 1998 ar.l
~ Interut Rate Dlll1v Interllt Factor !!!r Interut Rate Dllllv Interest Factor
1982 20% .OOOS48 1987 91: ,0(10247
1983 16% ,000438 1988-1991 III: .00OSOI
1984 111: .00030J J992 91: ,000241
1985 131: ,00035(, 1993~ 19W, 7X ,000192
1986 10% ,000274 1995.1998 .% ,000247
~ .Interut h calculated a. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAVS DELINQUENT X DAILV INTEREST FACTOR
--Any Notle. Issued nfter thl t!lX blcolle. dellnquftnt will reflect an Inter..t clllcuIatlon to fIfteen (IS: dIY'
beyond the date of the alse'II.lnt, If pay..ent J. .ade aftlr the Inter.et cOMputation date shown on the
NoUc., additional Inhrut .ust b, .caloul"hd.
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'" a:
5 .,
"
"
"
,.
~ ~
"
.
08/21/1991
08/22/1991
08/26/1991
10/25/1991
10/25/1991
10/25/1991
10/25/1991
10/25/1991
10/25/1991
10125/1991
11/18/1991
11/18/1991
11/18/1991
12/06/1991
12/06/1991
12/17/1991
12/17/1991
12/23/1991
12/27/1991
01/16/1992
01/16/1992
01/16/1992
01/16/1992
01/21/1992
01/27/1992
01/28/1992
01/28/1992
01/28/1992
01/30/1992
02/19/1992
RECEIPTS OF PRINCIPAL
Contribution to fund trust
To establish value for control purposes. Envelope containing Important papers
Contribution to fund trust - following essets:
5 Shs NY 1M-IT Series 33
94,859 Shs Nuveen Tax Exempt Unit Trust NY 158
236.028 Shs Nuveen Tax Exempt Unit Trust NY 38
191,829 Shs Nuveen Tax Exempt Bd Fd Ser 81
11757.501 Shs Seligman Tax Exempt Fd - New York
30334.146 Shs Seligman Tax Exampt Fd - New York
224,619 Shs Nuveen Tax Exempt Unit Tr NY
Reed 2555,826 Shs Seligman Tax Exempt Fd-New York - Dividend l1elnvest 1987
Reed 2313.914 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 1988
Reed 2689.758 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 1989
Reed 2628,037 Shs Seligman Tax Exempt Fd-New Yerk - Dividend Reinvest 1990
Reed 2019,913 Shs Seligman Tex Exempt Fd-New York - Dividend Reinvest 9/17/91
Reed 151,56 Shs Seligman Tax Exempt Fd-New York. Dividend Reinvest
Reed 64,733 Shs Seligman Tax Exempt Fd.Nnw York - Dividend Reinvest 10/17/91
Principal Interest Payment - Nuveen Tax Exempt Bd Fd Series 81
Principal Interest Payment - Nuveen Tax Exempt Unit Tr NY 38 payable 11/15/91
Principal Interest Payment - Nuveen Tax Exempt Unit Tr NY 79 payable 11/15/91
Reed 379,829 Shs Seligman Tax Exempt Fd-New York. Divld(lnd Reinvest 11/15/91
Reed 224,538 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 1 '1/15/91
Addition to trust - Cash from Albany Savings Bank
Addition to trust - Dividend on NY 1M-IT Series 3~,
Addition to trust - Received from Merrill Lynch the following assets:
150 Shs Central Hudson Gas & Electric
63 Shs Munl invst Tr Fd Mulli Ser 4
14 Shs Munllnvst Tr Fd #17 NY
14 Shs Muni Invt Tr Fd 8th NY Ser
6 Shs Munlllwst Tr Fd #35 NY
2 Shs Munllnvst Tr Fd #34 elf NY
18 Shs Munllnvt Tr Fd Ser #31 NY S8i
12 Shs Munllnvst Tr Fd #15 NY
53 Shs Muni Invst Tr Fd #30 NY Multi
5 Shs Munllnvst Tr Fd Ser #45 NY
3 Shs Munllnvst Tr Fd #30 NY CIf
760 Shs Niagara Mohawk Power Corp
100 Shs PA Power & Light Co.
45 Shs Munllnvt Tr Fd #37 NY
Addition to trust - Transfer of cash from Merrill Lynch
Principal Interest Payment - Munllnvt Tr Fd #30 NY
Principal Interest Payment - Munllnvt Tr Fd #35 NY
Principal Interest Payment - Nuveen Tax Exampt Unit Tr NY 79
Principal Interest Payment - Nuveen Tax Exempt Unit Tr NY 38
Reed 219.422 Shs Seligman Tex Exempt Fd-New York - Dividend Reinvest 12/17/91
Reed 241.035 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 1/17192
Prlnclpai Interest Payment - Muni Invt Tr Fd #45 NY
Addition to trust - Transfer from Merrill Lynch - 15 Shs Munllnvst Tr Fd #11 NY
Addition to trust - Transfer from Merrill Lynch - 50 Shs Munllnvst Tr Fd #31 NY Multi
Proceeds sale of car
Principal Interest Payment - Munllnvt Tr Fd #17 NY
$25,000.00
1,00
5,440,95
10,000,00
25,000,00
19,927.20
1.00
240,000.00
25,000.00
18,047.13
17,386,83
20,583.34
19,911,19
15,592.89
1.00
513.98
49,57
4,750.93
92.88
2,993.05
1,769.36
133,340,23
865.20
4,770,76
1.00
10,836,84
10,715,04
5,107.92
1,933.60
15,268.05
9,300.84
1.00
5,170.25
2,807,68
14,376.49
2,000,00
40,694.31
315,498.92
25.68
30.36
417.61
1,167.19
1,720.27
'1,911.41
510.70
9,628.65
52,138,50
1,100,00
133.28
J
02/19/1992
02/19/1992
02/19/1992
02/19/1992
02/19/1992
02/19/1992
02/21/1992
02/27/1992
03/05/1992
03/24/1992
03/26/1992
04/16/1992
04/16/1992
04/16/1992
04/16/1992
04/16/1992
04/23/1992
04/28/1992
05/05/1992
05/18/1992
05/18/1992
05/18/1992
OS/26/1992
06/05/1992
06/23/1992
07/16/1992
07/16/1992
07/16/1992
07/16/1992
07/16/1992
07/16/1992
0'1/16/1992
07/24/1992
07/28/1992
08/10/1992
08/24/1992
08/26/1992
09/16/1992
09/16/1992
09/16/1992
09/16/1992
09/22/1992
09/22/1992
10/16/1992
10/27/1992
10/2'l11992
11/16/1992
11/17/1992
11/18/1992
11/24/1992
RECEIPTS OF PRINCIPAL
Principal Interest Paymant - Munllnvt Tr Fd #15 NY
Principal Interest Payment - Munllnvt Tr Fd #11 NY
Principal Interest Payment - Munllnvt Tr Fd #8 NY
Principal Interest Payment - Munllnvt Tr Fd #34 Ctf NY
Principal Interest Payment - Munllnvt Tr Fd Ser #31 NY
Principal Interest Payment - Nuveen Tax Exempt Unit Tr NY 38
Principal Interest Payment. Munl illvt Tr Fd Sar #37 NY
Recd 214,86 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 2/14/92
Reimbursement security deposit plus interest from The Woods at Cedar Run
Recd 216.083 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 3/17/92
Principal Interest Payment - Munllnvt Tr F d #45 NY
Princlpai Interest Payment - Munllnvt Tr Fd #17 NY
Principal Interest Payment - Muni Invt Tr Fd #15 NY
Principal Interest Payment - Munllnvt Tr Fd #11 NY
Principallntorest Payment - Muni Invt Tr Fd 8TH NY Ser
Principal Interest Payment - NY 1M-IT Series 33
Recd 243.763 Shs Seligman Tax Exempt Fd-New York - Diyldend Reinvest 4/16/92
Principal Interest Payment - Munllnvt Tr Fd #45 NY
Addition to Trust - Social security from c/o #017-000146-5
To establish value of mlsc, coins
Principal Interest Payment - Muni Invt Tr Fd Ser 30 NY Ctf
Prlncipallntorest Payment - Nuveen Tex Exempt Unit 1'1' NY 38
Recd 207.365 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 5/15/92
Addition to Trust - Social security from c/o #017-000146-5
Recd 226.046 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 6/17/92
Principai Interest Payment- Nuveen Tax Exempt Unit Tr NY 79
Prlncipallntoreat Payment. Nuveen Tax Exempt Bd Fd Series 81
Principal Interest Payment - Munllnvt Tr Fd #11 NY
Principal Interest Payment- Munllnvt Tr Fd Sel' 17 NY
Principal Interest Payment - Munllnvt Tr Fd 8TH NY Ser
Principal Interest Payment - NY 1M-IT Series 33
Principal Interest Payment - Nuveen Tax Exempt Unit Tr NY 38
Recd 230.522 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 7/17/92
Principal Interest Payment - Muni Invt Tr Fd Ser 45 NY
Addition to trust - Proceeds from closed Dauphin Deposit Account
Reed 215,992 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 8/17/92
Principal Interest Payment - Munllnvt Tr Fd Ser 45 NY
Principal Interest Payment - Nuveen Tax Exempt Unit 1'1' NY 79
Principal Interest Payment - t><uveen Tax Exempt Bd Fd Series 81
Prlnclpellnterest Payment - Munllnvt Tr Fd #11 NY
Principal Interest Payment - Munllnvt Tr Fd 8TH NY Ser
Reimbursement for pro-rated real estate taxes
Recd 241,745 Shs Seligman Tax Exempt Fd-NewYork. Dividend Rolnvest 9/17/92
Principal Interest Payment - Munllnvt Tr Fd Ser 17 NY
Principal Interest payment- Munllnvt Tr Fd Ser 31 NY Multi
Recd 219.446 Shs Seligman Tax Exempt Fd.New York - Dividend Reinvest 10/16/92
Mllier Oral Surgery - Refund
Principal Interest Payment - NY IM.IT Series 33
Principal Interest Payment - Nuveen Tax Exempt Bd Fd Multi Ser 158 NY
Recd 218,614 Shs Seligman Tax Exempt Fd-New York - Dividend Reinvest 11/17/92
269.40
851,85
999.74
210.38
1,763.08
3,152.11
4,799.25
1,684.50
1,661.00
1,689,77
653.45
537.74
627,96
699.00
967.54
114.20
1,935.48
533.50
406.00
1.00
16.86
2,467.33
1,654.77
406.00
1,816.16
4,094.17
4,268.03
1,503.90
1,612,38
90.16
108,80
3,702.22
1,897,20
481.50
17,269.53
1,781.93
553,35
404.86
2,432.56
92.70
620,76
393.62
1,972.64
367.08
259,00
1,770.93
50,00
7.06
68,19
1,744,49
4
OAINfl OR LOSSES ON CONVERSIONS
GAIN LOSS
07/19/1993 76.0 Share. Nlouare M(,lulWk I 'UWIIf (;"rl'
I'root'llHl. $1II,li4:l:l/
I'llIuolnlY Vnllll1 $14,:1'/040 $4,166,88
07/20/1993 50 Unit. Munlolflfllliwnatl1llll1111 fd Unit MllltI Snr 31 NY
, 'rnoUlld. $"4,!12/100
1'IlIIIolllry Vlllufl $Ol,1l10.nO $2,648,50
07/20/1993 63 Unlto Mllnloll'nlliwflOlnll1nll r I'd Unit Mllitl Bar 30 NY
l',ooeerl. $00,007.05
i"Idllclary Valllo $4\),105,00 $11,501.49
07/20/199363 Unll. Munlolpellnvn'tl11llnt Tr I'd Unit Multi SOl 4D NY
l'roooml. $11,:15380
f'iduoiary Vllluo $03,209.26 $8,054,55
07/20/1993 46 Units Municlpai InvDolmDnl Tr I'd Unit Multi Ser 37 NY
!'roceDda $9,259,65
1:lduolary Vallie $39,723.27 ($30,463,62)
07/20/1993 14 Unlto Mlll1lclpallnve.tment Tr I'd Unit Multi Ser 17 NY
Prooeed. $6,813,10
Fiduciary Vaiue $9,557.94 ($2,744,84)
07/20/1993 12 Unit. Munlolpallnvestll1ent TI I'd Unit Multi Ser 15 NY
ProcMde $7,134.36
Fiduciary Value $8,085.96 ($951.60)
07/20/1993 15 Units Munlolpallnvestment Tr I'd Unit Multi Ser 11 NY
Proceeds $6,273,30
Fiduciary Value $6,592.65 ($319,35)
07/20/1993 14 Unlto Municipal Investment Tr I'd Unit Multi Ser 8 NY
Proceeds $6,899.62
Fiduciary Value $8,909.74 ($2,010,12)
07/20/19936 Unit. Munlolpallnvestment TI I'd Unit Multi Ser 35 NY
Proceads $2,802.48
Fiduciary Value $4,310.88 ($1,508,40)
07/20/1993 2 Unite MunioipellnvDslmonl Tr I'd Unit Multi Ser 34 NY
"rocoude $538,32
FIIIllelary Value $1,844.22 ($1,305,90)
07/20/1993 18 Unite Mun:olpnlliwoalmenl TI I'd Unit Multi Ser 31 NY
Proceeds $5,311,08
Flduclery Value $15,181,65 ($9,870,57)
07/20/19933 Unit. Munlolpei Investment Tr I'd Unit Multi Ser 30 NY
Prooeed' $841,23
Plduclary Value $2,865.21 ($2,023,98)
10
GAINS OR LOSSES ON CONVERSIONS
GAIN LOSS
07120119935 Units New York Insd Municipal Income Tr Unit Ser 33
Proceeds $3,111,90
Fiduciary Value $5,290,05 ($2,178,15)
0712011993 94 Units Nuveen Tax Exempt Bd Fd Multi St Ser 158 NY
Proceeds $9,219.52
Fiduciary Value $9,589.40 ($369.88)
0712011993224 Units Nuveen Tax Exempt Bd Fd Ser 79 NY
Proceeds $4,045.44
Fiduciary Value $13,190,20 ($9,144,76)
0712011993 191 Units Nuveen Tex Exempt Bd Fd Multi St Ser 81 NY
Proceeds $5,019.48
Fiduciary Value $15,735,32 ($10,715,84)
071281199348219,759 Shs Sallgman Tax Exempt Fd Ser Income NY
Proceeds $413,243,33
Fiduciary Value $309,111,31 $104,132.02
0810311993208,709 Shs Seligman Tax Exempt Fd Ser Income NY
Proceeds $1,788.64
Fiduciary Vaiue $1,792.81 ($4,17)
061301'19952106.15 Sha Federated GNMA Trust
Proceeds $23,399.33
Fiduciary Value $25,000.00 ($1,600,67)
0511 011996 200 Shs P P & L Res Inc
Proceeds $4.458,85
FlduclaryValue $2,000,00 $2.458,85
05/1011996 $4,500 Par US Savings Bonds, Series E, various dates, dated 1953.1956
Proceeds $3,375,00
Fiduciary Value $3,375,00
OS/2311996 $20,000 Par Conwago Valley SO PA Ssr AA 6% 91112006
Proceeds $20,351.80
Fiduciary Value $19,950,00 $401.80
0512311996 $50,000 Par Governcr Mifflin PA SO 2nd Ser 5,3% 9115/2009
Proceeds $48,930,00
Fiduciary Value $49,733.00 ' ($803.00)
05123/1998 $15,000 Par Huntingdon Area PA SO Ser A 5.25% 21112010
Proceeds $14,349,00
Fiduciary Value $14,982.75 ($633,76)
0612311996 $50,000 Par Lancaster PA SO GO 5,25% 51112009
Proceeds $48,806,50
Fiduciary Value $50,000,00 ($1,193,60)
11
GAINS OR LOSSES ON CONVERSIONS
GAIN LOSS
OS/24/1996 $600 Par US Savings Bonds Series E Issued 1/1/67
Prooeeds $376.00
Fiduciary Value $376,00
06/24/1996 $600 Per US Savln9s Bonds Series E Issued 6/1/67
Prooeeds $375,00
Flduolary Value $375.00
06/30/1996 $4,000 Par US Sevlngs Bonds Series E Issued 9/1/66
Proceeds $3,000,00
Fiduciary Velue $3,000,00
09/24/19962,144 Units PNC GNMA Fund
Proceeds $22,344,77
Flduclery Value $22,992,26 ($647,49)
10/08/199620,320 Units PNC Menaged Fixed Income Fund
Proceeds $182,168,80
Fiduciary Vallie $179,987,28 $2,181 ,62
10/08/1996 12,289 Units PNC Long Term Munlclpel Fund-PA
Proceeds $100,673,18
Fiduciary Value $99,996,69 $677,69
10/08/1996 790 Units PNC Balanced Fund
Proceeds $20,738.29
Flduciery Velue $19,997,27 $741,02
10/08/1996 1,067 Units PNC Intermediate Municipal Fund.PA
Proceeds $107,697,66
Flduoiary Value $109,912,16 ($2,214,61)
10/08/19962,482 Units pNc Inoome Fund
Prooeeds $46,137,90
Flduc.lary Value $44,978,48 $1,162.42
10/08/1996 14,185 Units PNC Intermedlete Bond Fund
Proceeds $262,436,26
Flduclery Value $249,996,44 $2,439,82
10/10/1996 $26,000 Psr Berks Cnty PA FGIC 6.2% 11/16/2006
Prooeeds $27,003.60
Fiduciary Value $25,000.00 $2,003,60
10/10/1996 $60,000 Psr Berks Cnly PA Sec Ser GO FGIC 6% 6/16/2008
Proceeds $49,098,60
Fiduciary Value $49,744,60 ($646.00)
10/10/1996 $25,000 Psr Carmichaels PA Area SO 6,26% 9/1/2005
Prooeeds $28,500,00
Fiduciary Value $25,000,00 $1,500,00
13
,.. . , ." . ~ -
GAINS OR LOSSES ON CONVERSIONS
GAIN LOSS
10/10/1996 $26,000 Par Wallanpaupack PA Area SD Sar C 6,2% 9/1/2006
Procaeds $26,284.00
Fiduciary Value $26,000,00 $1,284,00
10/'10/1996 $26,000 Par Wlllklnsburg Penn PA Jt Wlr Auth 6.1% 8/16/2006
Proceeds $26,776,60
Fiduciary Value $26,000.00 $1,776,50
01/08/1998 $600,000 Par U S Treasury Bills due 1/8/98
Proceeds $477,947,92
Fiduciary Value $477,947.92
03/05/1998 $500,000 Par U S Treasury Bills due 3/5/98
Proceeds $473,698.33
Fiduciary Valua $473,698,33
02/04/1999 $700,000 Par U S Treasury Bills due 2/4/99
Proceads $668,122,00
Fiduciary Value $668,122,00
Total Gains and Losses $156.621,52 ($115,125.67)
Nat Gain $43,395.86
15
ADJUSTMENTS TO ACCOUNT VALUE
04/24/1997 $500 US Savings Bands Series E lesued 11/1174 1,376,20
(aid value $375 .. Date af Death value $1,751.20)
04/24/1997. $500 US Savings Bands Series E Issued 4/1/75 1,329,00
(aid velue $375 - Dale af Death value $1,704.00)
04/24/1997 $500 US Savings Bands Series E Issued 711/75 1,349.40
(aid value $375.. Date af Death value $1,724.40)
04/24/1 997 $500 US Savings Bands Series E issued 10/1/75 1,299.20
(aid value $375 - Dete af Death value $1,674,20)
04/24/1997 $500 US Savings Bands Series E Issued 1/1/76 1,319,60
(aid value $375 - Date of Death value $1,694,60)
04/24/1997 $500 US Savings Bands Series E issued 3/1/76 1,319,60
(aid velue $375.. Date of Deeth value $1,694.60)
04/24/1997 $500 US Savings Band~ Series E Issued 4/1/76 1,270.20
(aid value $375 - Date of Death value $1,645.20)
04/24/ : 397 $1,000 US Savings Bands Series E Issued 9/1/76 2,578.80
(aid value $750.. Dele af Death vaiue $3,328,80)
04/24/1997 $500 US Savings Bands Serle. E Issued 1/1/77 1,261,20
(aid value $375.. Date af Death velue $1,636.20)
04/24/1997 $1,000 US Savings Bonds Series E Issued 3/1/77 2,522.40
(aid value $750.. Date af Death value $3,272.40)
0412.4/1997 $26,650 US Savings Bands Series E Issued 7/1/77 65,676.26
(aid value $19,987.50.. Date af Death value $85,663.76)
04/24/1997 $7,825 US Savings Bands Series E issued3/1/78 15,434.03
(aid vaiue $5,868.75.. Date af Death value $21 ,302.78)
04/24/1997 $5,000 US Savings Bonds Series E issued 3/1/79 9,450.00
(old vaiuE' $3,750 - Date of Death value $13,200.00)
04/24/1997 $10,000 US Savings Bands Ssrles EE Issued 1111/82 7,848,00
(aid value $5,000.. Date af Death value $12,848,00)
Total Adjustments to Account Value $194,843,3-/
PRINCIPAL BALANCE ON HAND
Fiduciary
Acqulsltlan
Value
$700,000 USA Treasury Bills due 7/29/99
Blackrock Money Market, Institutional Class
$685,702,50
$592,846.35
Total
$1,278,548.85
18
02/20/1992
02/24/1992
03/02/1992
03/02/1992
03/02/1992
03/02/1992
03/02/1992
03/04/1992
03/10/1992
03/10/1992
03/10/1992
03/10/1992
03/10/'1992
03/10/1992
03/11/1992
03/16/1992
03/16/1992
03/16/1992
03/19/1992
03/23/1992
03/30/1992
03/30/1992
04/06/1992
04/14/1992
04/14/1992
04/15/1992
04/15/1992
04/23/1992
04/23/1992
04/28/1992
04/28/1992
05/12/1992
05/15/1992
06/01/1992
06/09/1992
06/16/1992
06/16/1992
06/18/1992
06/24/1992
06/30/1992
07/10/1992
07/14/1992
07/16/1992
07/21/1992
07/22/1992
08/03/1992
08/03/1992
08/13/1992
DISBURSEMENTS OF INCOME
Jennifer Steiner. Services rendered to Mrs. King
M F Rockey Moving & Storage. Balance due for moving expense
Upper Dauphin Sentinel - Advertising
Special Care Inc - Amount due
Shari Shaver. Nursing service
Holy Spirit Hospital. Professional services
Mid Penn Bank. Safe deposit box rent
Dale's TV & Appilance . Balance due washer & dryer
Jennifer Steiner. Services rendered to Mrs. King
Gina M. Santiago - Services rendered to Mrs, King
Debra Hennigar. Sen/lces rendered to Mrs, King
Patricia Millar. Services rendered to Mrs. King
Janet Hennigar. Services rendered to Mrs. King
Denise Sheesiey. Services rendered to Mrs, King
Moffitt Pease Um Assec. Inc. - Professional services
Jennifer Steiner - Services rendered to Mrs. King
Gina M. Santiago. Ser.lces rendered to Mrs, King
Janet Henniger - Services rendered to Mrs, King
Ronald & Dawn Huntzinger - Balance due for cleanlnq carpet
Optical Boutique. Professional services rendared
Jennifer Steiner - Services rendered to Mrs. King
Janet Henniger - Services rendered to Mrs. King
Deible;'s Drug Store - Prescription service
Internal Revenue Selvlce. Federal Income tax form 4868, extension
PA Department of Revenue. State Income tax, extension payment
Janet Honnlger - Services rendered to Mrs. King
Mary Ann Prior, Tax Collector. 1992 Per capita tax
Shumaker Williams PC - Attorney's fee
Stale Workmen's Insurance Fund. Worker's compensation coverage
Allstate Insurance Co . Homeowner's insurance premium
Janet Henniger. Services rendered to Mrs. King
Robert L. Shindler MD . Professional services
Gina M. Santiago. Services rendered to Mrs. King
Marcia Wiest. Services rendered to Mrs. King
Purchase accrued Interest on $25,000 Berks Co GO Bonds
Purchase accrued interest on $25,000 Wallenpaupack PA SO Bonds
Purchase accrued interest on $25,000 Everett Area SD PA Bonds
Purchase accrued Interest on $25,000 Carmichaels SO PA Bonds
Purchase accrued Interest on $25,000 Shaler Twp. PA Bonds
Purchase accrued interest on $25,000 South Park SO PA Bonds
Gail Shane - Services rendered fer Mrs. King
Purchase accrued Interest on $25,000 Derry Twp. PA Go Bonds
Purchase accrued Interest on $25,000 Mt. Pleasant SO PA Rands
Gail Shane.. Services rendered for Mrs, King
Purchase accrued Interest on $25,000 Wilkinsburg PA Wtr, Auth, Bonds
AARP - membership dues
Purchsse accrued interest on $25,000 North Penn SD PA Bonds
Lowell R. Gatas PC . Attorney's fee
34,00
366,00
43,60
72,00
425,00
21,20
27,70
789,54
67.50
102,81
17,88
30.00
125,13
42,00
11.16
45,00
68,00
183.00
107,50
287,10
10.00
251,75
95,00
'1,200,00
845,00
86,25
11.00
765,30
449,00
170,00
154.50
15.00
31,50
20.00
163,61
4.31
12.92
143,23
169,27
195.31
20,00
55,97
64,58
40,00
156.74
5,00
8,54
60,00
25
08/18/1992
09/01/1992
09/01/1992
09/0111992
09/11/1992
09/15/1992
09/1511992
09115/1992
0911511992
0912211992
09/2311992
09/23/1992
09/24/1992
09/24/1992
09/24/1992
09/24/1992
0912911992
09/29/1992
10/01/1992
10/14/1992
10/14/1992
10/15/1992
10/23/1992
10/2611992
10/26/1992
1012611992
1012611992
1012711992
1012811992
10/29/1992
1110611992
11/12/1992
11/13/1992
1111811992
1112411992
11125/1992
11125/1992
12/0411992
12107/1992
12115/1992
12/18/1992
12/18/1992
121'18/1992
12/21/1992
12123/'1992
01/05/1993
01114/1993
01/20/1993
DISBURSEMENTS OF INCOME
Rhonda Beaver. Services rendered for Mrs, King
Kelly Smeltz. Services rendered for Mrs, King
Alma O'Lone . Services rendered for Mrs, King
Rhonda Beaver. Services rendered for Mrs. King
Wildeman & Obrock . Fee for preparation of personai tax returns
Alma O'Lone. Services rendered for Mrs, King
Andrea Kessler - Services rendered for Mrs. King
Kelly Smeltz. Services rendered for Mrs. King
Lowell R. Gates PC - Attorney's fee
J C Ehrlich Co, Inc, - Balance due
Evelyn C. Miller, Tax Collector - School Real estate tax
Evelyn C, Miller, Tax Collector. County & borollWp estate tax
Patricia K. Banzhoff . Geriatric care
Reliance Hose Co, Ambulance Assn. - membership dues
World Vision - Charitable contribution
UDCES Inc, . Charitable contribution
Alma O'Lone - Services rendered for Mrs. King
Andrea Kessler. Services rendered for Mrs. King
Alma O'Lone . Services renderet: for Mrs, King
Alma O'Lone . Services rendered for Mrs, King
Carol Anderson. Services rendered for Mrs. King
Upper Dauphin. 3rd quarter Income tax wlthheid from employees
Ellzabethvllle Monument Co, - Balance due for grave marker
Alma O'Lone. Services rendered for Mrs, King
Carol Anderson. Services rendered for Mrs. King
Recorder of Deeds, Dauphin County. Winger-King real estate transfer
Recorder of Deeds, Dauphin County. Winger-King real estate transfer
Miller Oral Surgery - Professional services rendered
Miners Bank of Lykens. Safe deposit box rental
Purchase accrued Interest on $25,000 Oxford Area SD Go Bonds
Purchase accrued Interest on $25,000 Tredyffrln Twp. PA Ser B Bonds
Alma O'Lone. Services rendered for Mrs, King
St. Peter's Hospital. Balance due on account
Purchase eccrued Interest on $25,000 Great Viy SO PA Chester Co, Bonds
Alma O'Lone . Services rendered for Mrs. King
Advanced Life Support. Medical services rendered
Lowell R. Gates PC - Attorney's fee
Evelyn G. Frederick Health Center - Medical services rendered
Alma O'Lone - Services rendered for ~rs. King
Purchase accrued Interest on $25,000 Conwago Vly SD PA Bonds
Ehrlich - Pest Control
Federated Inyestors Insurance. Homeowner's Insurance premium
Gall Winger. Reimbursement for expense of furniture moving
Alma O'Lone . Services rendered for Mrs. King
Lowell R. Gates PC - Attorney's fee
State Farm Insurance Co. Homeowner's insurance premium
Argus Dlctograph . Monitoring services
Upper Dauphin Income Tex Officer - Local 4th qlr. 1992 W/H tax
64,31
12.38
39,38
278.69
410,00
342.54
56.25
.50,00
141.17
79,50
1,054.32
709,80
165,15
25,00
240,00
15.00
206,90
215.75
207.69
416.82
78.76
87,98
1,188.00
424.95
199.50
1,146,00
1,146.00
50,00
7.00
116,66
137,50
424,72
3.40
12,71
438.90
220,00
621.50
30,00
534,00
46,67
79.50
264,00
709.04
202,50
571,62
127,00
234.00
81,89
26
01/28/1993
02/08/1993
02/09/1993
02/24/1993
02/24/1993
03/11/1993
03/26/1993
04/07/1993
04/18/1993
04/19/1993
04/19/1993
05/18/1993
05/19/1993
06/10/1993
06/28/1993
06/30/1993
07/28/1993
07/29/1993
08/11/1993
08/13/1993
08/19/1993
09/07/1993
09/22/1993
09/23/1993
09/24/1993
09/29/1993
10/05/1993
10/20/1993
10/26/1993
11/10/1993
12/08/1993
12/17/1993
01/21/1994
02/02/1994
02/28/1994
02/28/1994
03/23/1994
03/24/1994
03/30/1994
04/15/1994
04/15/1994
05/02/1994
05/03/1994
05/04/1994
05/18/1994
OS/27/1994
06/22/1994
DISBURSEMENTS OF INCOME
Federated Investors Insurance. Homeownor'e Insurance premium
Evelyn C. Miller, Tax Collector. 1993 Real estate tax
Mid Penn Bank. Safe deposit box rent
Lester G. Connor MAl - Real estate eppralsal fee
Evelyn G. Frederick Health Center. Medical services rendered
James A. Smiley - Reimbursement for mileage to and from Indiana PA .
Lowell R. Gates PC . Attorney's fee
Dr. Paul Dalby. Professional services rendered
Janet Henninger - Cleaning ser/lce
Evelyn G. Frederick Health Center - Medical services rendered
Lawrence B. Zimmerman MD. Medical services rendered
Alphonzo Satlego - Lawn care In Ellzab~thvllle
Schuylkill Neurologic Assn. - Professional services rendered
Wildeman & Obrock - Fee for preparation of personal tax returns
Alphonzo Satlago - Lawn care In Ellzabethvllle
Moffitt, Peese & Um Assoc. - Professional services rendered
Federated Investors Insurence - Homeowner's Insurance premium
Purchase accrued Interest on $50,000 Wallenpaupack Area PA Bonds
Purchase accrued Interest on $50,000 Fox Chapel SD PA Bonds
Phil haven - Professional services rendered
Medical Imaging Consultants - Professional services rendered
Purchase accrued Inlerest on $50,000 Wyomlsslng PA Area SO Bonds
Federated Investors Insurance - Homeowner's Insuranca premium
Purchase accrued Interest on $50,000 Penne. State Ptn Series A Bonds
Marlin A. Yohn, Treasurer - 1993 Per capita tax
Purchase accrued Interest on $50,000 Penna. Housing Bonds
Brice D. Arndt DDS - Professional services rendered
Emerald Drug Store - Balance due
Purchase accrued Interest on $50,000 Weat Chester PA Bonds
Purchase accrued Interest on $50,000 Berks Cny PA Bonds
Gall Wingert - Reimbursement for clothing purchased for Mrs. King
Purchase accrued Interest on $15,000 Huntingdon Area SO Bonds
Claude C. Wolfe & Assocs. - Appraisal fee, personal property
Miners Bank of Lykens - Safe deposit box rental
Purchase accrued interest on $50,000 Upper Darby PA SO Bonds
CP02 - Medical equipment
Federated Investors Insurance - Hllmeowner's Insurance premium
Marlin A. Yohn, Treasurer - 1994 Per capita tax
Lawrence B. Zimmerman MD - Medical services rendered
Internal Revenue Service - 1993 estimated federal Income tax
PA Department of Revenue - 1993 estimated state Income tax
Alan C. Huff DDS - Professional services rendered
Mlnera Bank of Lykens - Safe deposit box rental
Roy D. Meyers - Moving of personal property
Dr. Paul Dalby - Professional services rendered
Alan C. Huff DDS - Professional services rendered
Alan C. Huff DDS - Professional services rendered
953.00
714.72
29.10
250.00
19.60
109.60
40.00
23.00
60.00
24.50
16.16
70.00
125.00
445.00
120.00
26.64
510.00
104.03
76.39
257.55
138.00
45.00
267.00
597.92
9.80
204.17
52.00
46.61
78.30
173.61
52.98
65.63
75.00
7.00
90.28
53.78
705.00
9.80
26.82
7,200.00
650.00
25.00
7.00
81.75
24.00
30.00
15.00
27
08/09/1994
08/29/1994
09/07/1994
10/21/1994
11/2~/1994
0111711995
04/10/1995
04/11/1995
04/24/1995
04/24/1995
06/12/1995
07/20/1995
07/25/1995
08/03/1995
11/07/1995
11/22/1995
02/21/1996
03/14/1996
04/08/1996
04/10/1996
05/17/1996
06/17/1996
06/17/1996
08/24/1996
06/25/1996
08/23/1996
04/10/1998
04/10/1998
04/15/1998
04/15/1998
06/12/1998
06/12/1998
01112/1999
01112/1999
04/09/1999
04/09/1999
04/12/1999
04/'12/1999
DISBURSEMENTS OF INCOME
Marlin A. Yohn, Treasurer - Per ceplta tax
Dr. Paul Dalby - Professional sarvlces rendered
Wildeman & Obrock - Feel for preparation of personal tax retllrns
Dr. Paul Dalby. Professional services rendered
Gali Winger - Reimbursement for expanse of furnilure moving
Dr. Paul Dalby - Professional services rendered
Lawrence B. Zimmerman MD - Medical services rendered
Marlin A Yohn, Treasurer - Per capita tax
Dr Paul Dalby - Professional services rendered
Moffitt, Pease & Um Assoc. - Professional services rendered
Wildeman & Obrock - Fee for preparation of personal tax returns
West Shore EMS - Transportation
Dr. Paul Dalby - Professional services rendered
Marlin A. Yohn, Treasurer - Per capita tax
Dr. Paul Dalby - Professional services rendered
Miners Bank of Lykens - Safe deposit box rental
Dr. Paul Dalby. Professional services rendered
Moffitt, Pease & Lim Assoc. - Professional services rendered
Moffitt, Pease & Um Assoc. - Professional services renderad
Marlin A. Yohn, Treasurer - Per capita tax
Moffitt, Paase & Um Assoc. - Professional services rendered
Dr. Paul Dalby - Professional serv;ces rendered
Alan C. Huff DDS - Professional services rendered
Wildeman & Obrock . Fee for preparation of personal tax returns
Transfer from Income to principal
Marlin A. YOhn, Treasurer - Per capita tax
PA Department of Revenue - first qtr fiduciary estimated Income tax
Internal Ravenue Service - first qtr fiduciary estimated Income tax
PA Department of Ravenue - State fiduciary Income tax 12/31/97
Internal Revenue Service - Federal fiduciary Income tax 12/31/97
PA Department of Revenue - 2nd qtr fiduciary estimated Income tax
Internal Revenue Service - 2nd qtr fiduciary estimated Income tax
PA Department of Revenue - 4th qtr fiduciary estimated Income tax
Internet Revenue Service. 4tn qtr fiduciary estimated Income tex
PA Department of Revenue - first qtr fiduciary estimated Income tax
Internal Revenue Service - first qtr fiduciary estimated Income tax
United States Treasury - Federal tlduclary Income tax 12/3'1198
PA Department of Revenue - State fiduciary Income tax 12/31/98
9.80
24.00
350.00
24.00
144.74
24.00
30.38
9.80
27.00
914
350.00
32.00
27.00
9.80
27.00
9.00
28.00
11.90
11.90
9.80
15.70
28.00
77.00
350.00
80,000.00
9.80
221.00
1,780.00
883.00
7,117.00
221.00
1,779.00
441.00
3,558.00
159.00
7,275.00
21,980.00
236.00
Recurring disbursements
AT&T - Telephone lease payments from 10/31/91 to 7/29/96
Bell of PA - Telephone service from 10/7/91 to 2/20/92
Bell of PA - Telephone service from 1/7/93 to 9/4/96
Capltal.Slue Cross - Insurance premium payments from
8/21/91 to 9/12/96
Century Cable TV - Cable service from 3/2/92 to 12/30/92
807.64
329.33
965.74
5,124.30
475.15
28
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FLORENCE B KING
PRINCIPAL
RECEIPTS
NET GAIN/LOSS ON CONVERSIONS
ADJUSTED BALANCE
LESS DISBURSEMENTS
DEBTS OF DECEDENT
FUNERAL EXPENSES
ADMINISTRATIVE EXPENSES
FEDERAL AND STATE TAXES
FEES AND COMMISSIONS
FAMILY EXEMPTION
TOTAL PRINCIPAL DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
INVESTMENTS MADE
CHANGES IN INVESTMENT HOLDINGS
INCOME
RECEIPTS
LESS DISBURSEMENTS
BALANCE BEFORE DISTRIBUTIONS
DISTRIBUTIONS TO BENEFICIARIES
INCOME BALANCE ON HAND
COMBINED BALANCES REMAINING
iY~~ARV ANDIND~
fAW
3 -
3
4 -
7
8 - 8
8 - 8
8 - 9
9 - 9
9 - 10
8 - 10
8,096.92-
1,665,00-
1,287.85-
784,27-
58,017,11-
.00
11- 11
12 - 12
13 - 16
17 - 17
18 - 18
- 2 .
PNCBANK
I11S006
318,370.02
,00
318,370.02
69,OS1.1S-
248,SI8.87
55,SOO,00-
193,018.87
38,380.91
1,9S2.31-
36,428,60
,00
36,428.60
229,447,47
In!lNnl nlll~"'l
PURPDSE OF
NOTICE:
PAYfI'ENTI
To fulfill the requir~rtt. nf Section 2145 (b) of the Inherit.nee end Estate Tax Act, Aot 21 of 1995. (72 P.S.
SeoUon 914!i).
Detach the top porUoo of this HoUoe and sub.it wIth your pa~nt to the RllgJstar of WUls prJnhc:l on tt\Q
reverse Ilide.
~- "eke check or .0NlY order payable tOI REGISTER OF MILLS I AGENT.
REFUND (CRil A refund of 'oR tax credit "ey bel reque1'ltod by co.phting an "Application for Refund of ,Pennsylvsnh
Inheritance and Estate Tax" (REV-1313), Applicaticns are 8vai1abls at the Offioe of the Register of Wills,
any of the 23 Revonue DistrIct Offloes or fro. the D~partMentls 24-hour answering service nUMbers for foras ordering I
In Pennsylvania 1-800~362-20S0, out~ldo Pennsylvania and within 100e1 HarriSburg area (717) 787-8094,
TDDI (717) 772-2252 (Hearing IMPaired Only).
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
PENALTY I
INTEREST I
Any party in interut not IifltisHo(t with the assass.ont of tax as shown on this notioe .ay objeot withil1
sixty (60) days of ruoelpt of this Nutioo bYl
--wrltton protest to the PA Depfll"tlMent af Revenue, 80ard of Appeals, Pept. 281021, HflrrJsburg, PA 17128-1021, OR
.~e1~ctin" to havll too Mathw deterMined at audit of tll(il perslIna1 npresentntive, OR
~-8ppo8l to thll Orphans' Court
Factual errors discovered on this asseSSMent should bo addressed in ~ritln9 tOI PA Depart.ent of Revenue,
Bureau of Individual T8KQs, ATTHl Post AssessMont Reviow Unit, Dept. 280601, "8rrlsburg, PA 17128-0601,
Phone (717) 787-6505. Sell pagfl 5 of tho booklet "InstruotIons for Inheritance Tax Return for 8 Resident
Decedent" (REV~1501) for an 9xp1Bnntion of adllinistretive1y correr-tab1e errors.
The 15% tOK Dnuty non.plll'tlolpotlon pGn<y 15 oOIlPuted on tho total of tho tBx nnd interest assessed, and not
Pl'l!d boforo January 18, 1996, tho first day oftor tha Gnd of tha tax allno9ty period, This non~p8rtJcip8Uon
penalty is appe81ab1" in thll 9811" Manner And In the the salf!le tllIO per iod as yoU would appeal the tax and inhn'est
that hos been assessed as lnrtlcflttld on this noHeR.
Additio~l Pennsylvania Estatll Tax 8SS~SG9d 85 8 result of n c~8ngo on the Federal Est~te Tax closing
letter bflCOIIOS delinquent at the expirntion of anti (1) Montn fro.. t.ho dato the final notioe of thtl inorea.e
in Feder'al tstato Tax h recoived.
Taxes which bec.atl delinquent before .JllnUary 1, 1982 bear Jntere1tt at the rfttEl of siA (6%) peroent per an~
calcul~ted lit n daily rate of .000164. All taxos which boc~o de1inquont on or after January I, 1982 will bear
interest at 8 rate which wIll vary fro. calendar !I1eal' to cahmdar YfUlr ~lth thllt rato annoul1ced by thG PA
DDpart.&nt of Revenue. The appllr;Abhl lntQrost rlltos for 1'982 through 1999 ai's:
Y!!! Iflt~re!lt Rah, Dall" Int"rut Factor ~ Inteiltst Rate Dally Interel'lt Faotor
1962 ZOY. .000546 1988~1991 11% .000301
1983 16Y. .000436 199, 9% ,000247
1984 11:( .OO03fH 1993-1994 n .000192
1985 131: ,01)035{1 199~d 998 91: .000247
1966 10% .0OOZ1~ 1_999 n ,000192
1987 9Y. .000247
--Inter-est is cillcu1ated as follows:
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any HoUoe issuI/d aftlll' thD tax heoOl"" ue1inql"'nt 101111 rAflect an intereat calculation to fifteen OS) d8YI
beyond thi\ d~ht of the IUIUfI&;.ent. If pay.ent Is ."el" af'tGr- thon int8rut (I0llPUtftt ion date .how" Oil the
Notice, additional interest .ust be oalculated.
PRIVATE BANK
PNClB\ANK.
FLORENCE B KING 111.5006
.lll.IW
3,000 PAR USA SAVINGS BOND SERIES E
ISSUED 07/01/67 DUE 07/01/1997
~ 493.8400 14,815.20
1, 500 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/69 DUE 11/01/99
~ 476.4000 7,146.00
1, 000 PAR USA SAVINGS BONDS SERIES E
ISSUED 1/1/70 DUE 01/01/00
~ 473.9200 4.739.20
500 PAR USA SAVINGS SERIES E ISSUED 4/1/72
DUE 4/1/2002
~ 391.6400 1,958.20
500 PAR USA SAVINGS SERIES E ISSUED 7/1/72
DUE 7/1/2002
~ 385.0000 1,925.00
500 PAR USA SAVINGS BOND SERIES E
ISSUED 02/01/73 DUE 02/01/2003
~ 380.0000 1,900.00
500 PAR USA SAVINGS BOND SERIES E
ISSUED 4/1/73 DUE 4/1/03
~ 380.0000 1.900.00
500 PAR USA SAVINGS BOND SERIES E
ISSUED 08/01/73 DUE 08/01/03
~ 374.2000 1,871.00
500 PAR USA SAVINGS 80NO SERIES E
ISSUED 01/01/74 DUE 01/01/04
~ 363.6800 1.818,40
500 PAR USA SAVINGS BOND SERIES E
ISSUEO 02/01/74 DUE 02/01/04
Oil 363.6800 1,818.40
500 PAR USA SAVINGS BOND SERIES E
ISSUED 05/01/74 DUE 05/01/04
Oil 356.4800 1,782.40
500 PAR USA SAVINGS BOND SERIES E
ISSUE9 07/01/74 DUE 07/01/04
Oil 357.2800 1.786.40
1,000 PAR USA SAVINGS BOND SERIES E
ISSUED 10/01/74 DUE 10/1/04
iil 346.8800 3.468.80
500 PAR USA SAVINGS BOND SERIES E
ISSUED 11/01/74 DUE 11/01/04
~ 350,2400 1.751,20
lASNUltH1I~\1
- 2 -
PRIVATE BANK
PNCBANK
FLORENCE B KING 1115006
CONTINUED I BONDS
500 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/75 DUE 04/01/05
Ql 340.8000 1,704.00
500 PAR USA SAVINGS ROND SERIES E
ISSUED 07/01/75 DUE 07/01/05
Ql 3014.8800 1,724,40
500 PAR USA SAVINOS BOND SERIES E
ISSUED 10/01/75 OUE 10/01/05
Ql 334.8400 1,674.20
500 PAR USA SAVINGS ROND SERIES E
ISSUED 01/01/76 DUE 01/01/06
OJ 338.9200 1,694.60
500 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/76 DUE 03/01/06
Ql 338,9200 1,694,60
500 PAR USA SAVINGS BOND SERIES E
ISSUED 04/01/76 DUE 04/01/06
Ql 329.0400 1,645,20
1, 000 PAR USA SAVINGS BONO SERIES E
ISSUED 09/01/76 DUE 09/01/06
Ql 332.8800 3,328.80
580 PAR USA SAVINGS BOND SERIES E
ISSUED 01/01/77 DUE 01/01/07
Ql 327.2400 1,636.20
1.000 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/77 DUE 03/01/07
@ 327,2400 3.272,40
26.650 PAR USA SAVINGS 80ND SERIES E
ISSUED 07/01/77 DUE 07/01/07
Ql 321,4480 85.663,76
10,000 PAR USA SAVINGS ROND SERIES E
ISSUED 02/01/78 DUE 02/01/08
Ql 287.0000 28,700.00
7.825 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/78 DUE 03/01/08
OJ 272.2400 21, 302.78
5,000 PAR USA SAVINGS BOND SERIES E
ISSUED 03/01/79 DUE 03/01/09
Ql 264.0000 13.200,00
15,000 PAR USA SAVINGS SERIES EE
ISSUED 09/01/82 DUE 09/01/2012
Ql 144,2000 21,630,00
lMNll2t11llnl
- 3 -
STA'I'lgLRE:l'()llJ_~f'.lD.E:~__l!Y)~E: .__~')?
Name 0 f Decedent I _t'.~~L??__.'<-\I.J(,)-
Date of Death: ~\~--l~~.------
Will No. \C\.<\\O-:9.0:l<i')m.______ Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the tol Jowing with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes_~.. No.__.__
2. If the answer is No, state when the personal
representati ve reasonabl y believes that the adrnin.istrat ion wi 11 be
complete:_ .___._._____._..._.____
3. If t.he answer to No. J is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' C<>urt. No. (if any) for
the personal representat.ive's acc<>unt is:
c. Did the personal representative stat.e an
ar:count informally to the parties in interpsl? Yes___ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed w.ith the.
Cerk of t.he Orphans' Court and may be attached to 'rl:li.,.s, .report.
PNC BAN~\J !\l,A. .1i:.~\O~
Date:. R\~~l~~ Sigk~':t~~ ~_
\...\~~ ~~ \.--,^-~-0-
Name (Please type or print)
'.l-.J\... ~~~-, ';!Cl !"Of-- so;?
fcf:n~ \tt1,\.L- 'Y 1", \"OO\~et'
1l~}J~_11Q=~~~~ _
Tp.1, Nu, . .~-_.-.~--
"
, .
(MAIi:rmf/AM3)
Capa('ity: $_...ret'sonill Representative
____Counsel for personal
I'opresentllt tv"