HomeMy WebLinkAbout96-00863
PETITION Hm I'IWUATE :lnd (;I~ANT OF I.ETTEnS
":/l-q La - ~lo ~
htllll'III IIclcn II. I,ong
1111/1 AI/,;,,'I/ III IIc) cn I.ong
~tJ.
10:
lkn'lI\I'd.
SII,'IIIIS",'/If11I' ,\u, 180-:09-9788
Ilq"'lt'l III WiI" 1<" Iht'
(lilt II II III Cumucrland III Ih~
l"OllllllOl1\\ralth 01 Pl'llII\yl\'allia
Ihl' pl'l II 11111 III Ihl' 1I11l1l'r"'I~lIl'd 1\."p\.'\.'IllIlh 'l'IHl....I.llh IlIal:
YOll1 Pl'tiliIH'l'I*), \\110 j.. ~X IS ~l'.lI' Ill' t1J!l' tll \lldl'ltOlIl..J.l.l\"\,'\l'\,'lIl or
illlhl'!a" \\111 tlllhl' ahoH' dl'\"I'dL'lll. dOlled Marc 1 l'J,
alld <<IIII,i11') dalt'd NONE
. .;) "W~~d
___________.1 _.__.~.
. Helen H. Long's spousc and first. namc.dbCncficTiir}ian-dcxccutor,
Lawrcncc 1\. Long, prcdcccascd on May 11, 1995.--- --.----
-. ...- - . - -- - -"'-'---"-'~----"------
1\!.lll',dn.1Il1 ,1"'lIlI1\l.11hl". l',~' rdlllll~I,III'lll. dc.l'hllt l"l'~lIIlll. l'r~'.1
Ik,~lIdt'lIl '"'' dllllli"kd;1I dcalh i~1 Cumbcrland . ._. CIIllIll\', I't'{IIl~'l\'allia, Wilh
h .er la,1 lallllly III )11111,.,,'al r~,"kll"~ al 1700.Market _ S.E...' ..l:.'\ll1p l.11,
.CumberlandCounty, PA 17011_. ..... ..
111,1 'lh'~'I. I1llmbd ,11I;\ ITllllldp,III!\ I
Ilt'''''lllknl, Ih~1l . ~B \ t"" , 111 a~~. dl~d 1\ugus~ 8 PA-.m..___m' )<)96
al Leadcr Nursl.ng &.Rchab. Ctr., Camp Hl.ll; .
1'\\,.''''1'1:1'' hlllo\\.., lkrl'lknl did 1l01111;tHY, \\a... 1101 di\ol'n'd .\Ill! diu nol lIan' a ~hilLl born or adoplcd
~lfll'll'\l'(lIlion of Ihl'N'lholh'll'd fOI plohall.'; \\01' nol the \'il'lim 01 a killinl! ano Wit, never adjudicated
1Ih.:OIll)'I.'Il'lll: _ _ _.. _ __. ____on _____._.._. d_'_ _______ _'H_~___
Ikl..'l'l1lklll OIl death ll\\I1Cd pn1pl.'ny \\ill1 c,lil1lall'd \'alue' iI" h\llo\\..;
(If dI1Illh.:ih.:d ill POI,) :\11 111."\011011 prnpl'r1~
(If nol dOI1lil'ikd in Pa.) Pl.'r...onal prop"'ny in Pcnn,yl':lIIia
(II 11tH domkih:d ill Pa.) 1'\.'I\ol1al propl'r1y ill ('OlllIlY
\"alth: lltll'al ...."tall' in Pl'nn...yhania
';""11,'.1 a, 1<,11111\': . .Lot No. 1263, Towamqns.ing
Carbon County, PA
S_UNDF.TF.RMImID...
S
S
S _UNOlIT}<;R~lNEPn
.T.r.aU.s., A1brl.qutsvl. e,
\\IILIlU()RI.. pCliliolll'rO() 1~,p~'.llull~ I~q\l~'lbl Ih~ pl(\hal~ of Ih~ 1:\11 will ~Xl!aliK~
prl.'\l'l1h:d hl'rl'\\ilh i.Il1ll,hl' !!ranl olll'lll'r, Test~mel)ta.ry.
thl'lIlll.
I :~',r .ll11l'I1l.1I \: .hlrllll1;'I! ,ltlllll (,1.;1.; .UlllHIII\lfilliun d. h.II.\.'.I,a.)
H
~' ,... ~~~
~-_...._.._---~--- ~
J esL. HLong. _.. .
014.lIearthst9ne Rd., -
Camp Hill, PA..D.Oll
..
,
OATil OF PERSONAL REPnESENTATIVE
l'O~l~IO\WEAI.TII OF I'E\\SYI.\'A\IA
l'0l\T\ OF CUMBERLAND ....__.
I
, ~s
f"
I Ill' Pl'llIitllll.'IO(l "hOH'.l1allll'd '\\l'afl'llll allillll('llhallhl..' 'tall'IllI.'lIh in IlIl' flln~l!nillg petition arc
lillI.' ,lIIl! ,'tHIl'\:lltllhl' hl"l tllthl' ~IHl\\kdJ!l' and hdil'! of I'l'lilitHll'n'Xalllllhotl a... pcr\onal rcprc:!'Icn-
1,lll\l'(-X(11 ,Ill' ,Ihn\\': dl.'\.l'lil'nl 1'1.'11110111.,,"1 \\111 \\l'lI and lfUh .ldll\lllI~ll'r ~ ~"la~":cuH.hng. to la\\.
S\\I"ll 1\1 III .111111l~l.,1 .llld '1IIhl'llhl'd I} D...- " z-~ ~-~fl-:--~
"dill\.' IIh 111l' T 5T d.l\ 01 I >:;
. OC OBm , . 96 ., .m_. - - ~
7l.Att/')u.Wl.:> ~LtJ ~(VJ~l'tb.l Ai1to ....:._.._-__--= ~
I! M(1RY ~~ LEWIS 1I''''IIh'~' ( ;;;.
I ~~:.-\ 35 - ,.:L ' . .--- ~
No. ~ 1 - 96 - 1l6~
Estate 01' IIclcn II. Long, aka IIclcn Long
I I)eceased
DECREE OF PROIJATE AND GRANT 01<' lJ~Tn:RS
AND NOW OCTOBER 28, 19 96 _, in cOl1!ideration or Ihe pelition on
Ihe reverse side hereof, salisraclory proor having been pre,elued berore me,
IT IS DECREED Ihat Ihe inslrUmenl~) daled March 29, 1991
described Iherein be admitted 10 probale and flied or record as Ihe lasl will or Hclcn II. Long
and Letters Testamentary
arc hereby granted 10 James L. Long, as Executor
FEES
Regbler or
Boyd G. Hixson,
1.0. No. 16146
'ill. MARY C: LE~ '
Esquire
-
50.00
24.00
ATfOj(NH (s!!p. 1;',. 1.1l. No.)
7535 W1ndsor ur1ve
Suite 200
AllDRI'S~
Allentown, PA lu195-l0l4
(610) 366-8000
I'ItONE
Probate. Letters. Etc. ......... $
Shorl Cenifieales(81.......... $
Renuncialion ................ $
X-pages 42,00
JCP $ 5,00-
TOTAL _ $-l,'?1-.-Qo.
Filed ..... .QCTOB.EIl. 2a. . J 99.6 . . . . . . . . . .
i
I.Q , ,~
,. ,
.. ,
~ -
;....J
>-
:"
"
" ,
r.:: " ,-'" -'..:: :s
00
Mailed letters and order to attorney on 10-29-96.
21 - 96 - 863
.'
\Q
~')
,~ 'l
,
.~
"f.
co..
N
I-
CJ
c;"1
"iei.
a:
\.0
P'
.. t.
:..j :J
Go
po '\' :0
:::1 ('I ( \ ~(f)
fj
.....
...
" N
-
":;}
Lf 1,.'.
."
;~ ,.~ \'"j -.
0\
~
CJ
Z
o
~
t-
oe r.1 .
, Iol 0
e 5 I!
~ ~ . ~
ti. ~ ~
i ~ III : IJ ~
~~uq~
!=Ei~~
~o~.~~
.1 ~ ~ ~ ~ ~
! ~ < 0
~ i ~ ~
~ ~ ;.
t
~ t
. ... lL:C
ilit 0 I
... "- . .
. ~, ..
.. - ..
. ,
. .
. .
."'-
.......t,~ .6;.,
6083 ~:I: ' ,
, .'
WII.\.
I, HELEN H. LONG, I)('ing of sound ilnd disposing mind, mpmory
and undprsLanding, do here>by make>, publ ish and de>clarp t.he>
followi ng as and 1.0 bp my ~Ii 11, llC'rpby revolti ng all othpr forme>r
Wills and Codicils Lhpre>Lo aL any Limp hpre>Lofore> madp by lOP,
FIRST: I dirpcL my Expcut.or, hprpinafte>r nampd, Lo pay from
my rpsiduary psLatp Lhe pxppnses of my last illness and all
funeral pxpensps, LogeLhe>r wiLh all psLaLp, transfpr,
inheritancp, succession or oLhpr dpath Laxps, including any tax
imposed upon any "e>xcess retire>me>nL accumulations" as defined
under Lhe InLe>rnal Revenue Code, which may be> payable under any
law of the United states, or of any state thereof, or of any
other governmental enti ty, upon or in respect: of all prope>rty
passing under this Will, and all oLher properLy includable for
any reason as a part of my gross taxable estate> for the purpose
of the computation of any such Laxes. So Lhat there> may bE' no
qUE'stion as Lo thE' time> for Lhe payme>nt of any such dE'aLh taxE's,
my EXE'cutor shall have> t.he> abso I uLe> powe>r in hi s di scre>ti on t,o
pay thE' salOP at once>, whE'the>r or not thE' law unde>r which they are
impoSE'd pE'rmits the> postponeme>nL of all or part of the same to a
later time>,
SECOND: For thp informat.ion of my Executor, r dpclare> that
all furnit.ure, silve>rwrlre>, china, linpns, be>dding, Lple>vision
re>ceive>rs, radios, e>le>ctricol appliance>s and e>quipme>nt of all
kinds and nature containpd in my re>side>nce> are> thp joint prope>rty
to
of my spousC', LAWRF.NCF. A. t.ONG, illld 1111'. In COnBf'(IlJ('nc'f', I rn"kf'
no dl sposl I. I on of illlY of I.hf' ilforf'r.il j d j I."rnr. In I.hl s rny 11111,
TH r RD: T g I VC', df'V j Sf' illld bl'qU(,il I.h ill I i1\J I.ornob t I (>s owne>d by
m(' al. I.he> I.im(' of rny de>i1l.h, 1.0g(>l.he>r wil.b ill I lnsurilncp pollcl(>s
I.h('reon, 1.0 my spouse>, LAWRENCE A. LONG, If Iw shall survive> me>,
FOURTH: All I.he> re>st, re>sidup and re>mainde>r of my e>sl.al.e>,
hl'rl'inaft:l'r some>l.iml's re>fl'rre>d 1.0 as my rpsiduary e>sl.al.e>, T give>,
devisl' and bl'que>a t:h 1.0 my SPOUSl', LAWRENCE A. LONG,. if hl' shall
survivl' ml', but: if hl' shall nol. bl' living al. thl' I.iml' of my
death, 1.0 my issul', as follows:
A. Fifty pl'rcl'nt (50%) share> 1.0 my son, JAMES L.
LONG, but if he shall prl'dl'ceasl' ml', t:hl'n 1.0 his issul', pl'r
stirpes; and
B. Forty pl'rcent (40%) share to my daughl.er, LINDA J.
HARRINGTON, but if shl' shall predl'cl'asl' me, thl'n to hl'r issue,
pl'r stirpes; and
C. Tl'n pl'rcl'nt (10%) sharl' to my granddaughter, LAURA
B. HARRINGTON, per capita, if shl' is al.tending, or has success-
fully compll'tl'd att<:-ndancl' at, an instit\1t:ion of highl'r l'duca-
tion, to be distributpd as follows; to b(' hl'ld in Trust in thp interim:
I, Onl'-third (1/3) sharl' upon he>r accl'ptancl' of
admittancl' at such institul.ion of highpr e>ducation;
2, One>-third (1/3) share> upon the> start of bl'r
sophomorl' Yl'ar (or thl' l'quivale>nl. course> work) al. such
institution of hlghe>r l'ducation; and
- 2 -
~"":;"i!i;)'~:<">,,;,,~,.,..,,, '0.1"'.
\.
_.H,.,..-,..
3, Onp-thl rd (1/1) sh"rp uJlon 1.11f' start of hC'r
junior yC'or (or the equivalrnt rourse work) or upon her att"ining
her degrC'e at surh Institution of higher C'dUriltion, whichC'ver
shall first orcur.
In the evC'nt LAURA n. HARRINGTON dops not accppt
admittance at an institution of higher pducation bpforp rpaching
the agp of twenty-two (22), or shp does not recpivp a diploma or
degrpp from such insti tution bpforp rparhing thp agp of twpnty-
six (26); then hpr share (or thp rpmainder of any share, as the
case may be) shall entirely pass to my daughter, LINDA J.
HARRINGTON, per stirpps.
FIFTH: If at any timE' all or any part of my E'statp or any
bequpst madE' hprE'undpr shall bpcomp distributablp and my spouse,
LAWRENCE A. LONG, shall havp prE'dpcpaspd me and therp shall be no
issue of mine surviving me, then I give, devise, and bequeath my
entire estate to bp distributed to my brothers and sisters, or
their issue, per stirpes, and my spouse's, LAWRENCE A. LONG'S,
brothers and sisters, or their issue, ppr stirpes, In the event
my spouse, LAWRENCE A. LONG, shall prpdecease me and there shall
be no issue of mine surviving me, or brothers and sisters of me
or my spouse, LAWRENCE A. LONG, or their issue surviving me, then
I give my entire estate in accordance with the Intestate Laws of
the Commonwpalt:h of Pennsylvania in pffert at the time of the
execution of this Will. In the event there be no such heirs in
existence at: the timp of my death, ond but for thi 5 sentence any
governmental enUty would takp my entirp pstatp by Escheat, I
- 3 -
tl1eon bpqueoatl1, qiveo i1nd dpvisp illY pnUrp f'stiltp \.0 Sillplll llniteod
Cl1ur(~h of Cl1ris\., Tl1ird ,-md Willnut S\.I'Pf'tS, CiltiJSiJlJ(IUil, peonnsyl-
vania,
SIXTH: If undpr any of tl1eo foreoC)oing provisions of tl1is illY
Will tl1eo wholeo or any parL of tl1p principal of my pstateo sl1all
bpcolllP distributableo to a pprson who shall at Lhp Limp bp a
minor, my fiduciarjps I1prpinaftpr nampd are I1prpby autl10rized in
tl1pir absolutp discrp\;jon to 110ld such wl10lp or part in a
spparatp fund for thp bpnpfit of sucl1 minor, Lo invpst and
rpinvpst tl1p principal of sucl1 fund in tl1p mannpr I1prpinaftpr
provided, to collpct and recpivp thp incomp tl1prpon, and to pay
oVe>r or apply tl1p wholp or any part of tl1p npt income> or tl1p
wholp or any part of tile> principal tl1e>rpof to tl1p support,
maintpnance>, bpne>fit and pducation of sucl1 minor, all witl10ut thp
intprposition of a guardian, and to accumulatp any balancp of
such npt incomp for tile> bpne>fit of such minor until hp or she>
shall have> actually attaine>d his or hpr twpnty-first (2]st)
birthday, and thprpupon my fiduciarips shall pay ove>r and
distribute to sucl1 minor tile> the>n re>llIaining principal, if any, of
such fund, Loge>thpr wiLh all accumulaLpd npt incomp. All or any
part of such accumulations may aL any Limp, in Lhp absolute
discrption of my fiduciarips, bp paid ovpr to or applipd to thp
use of such minor. In Lhe> casp of Lhe> de>ath of such minor be>fore>
actually attaining his or he>r Lweonty-firsL (2IsL) birLhday, my
fiduciarie>s shall the>re>upon pay ove>r Lo LI1e> psLate> of such minor
Lhe> thEm re>mai ninC) pri nci pa I, if <lny, of such fund, together wi th
- 4 -
ill 1 ilCCUlnU I ill.l ons 0 f n" I. I n('oll1l'. Any 5\1ch iw('ull1ul ill. lOllS 0 f liP I.
incolnP may b" h,,!d lIninvP51.",] by my fidu(,ldrlf'5 or IIIdY l)('
invC'sl.pd or rplnvpsl;pd ilS IwrC'iniJfL"r provid('d.
In miJklng ilny paympnl. or ilpplicill.ion of incoll1P, including
incomC' prC'viously accumulatC'd, or principal 1.0 or for I.hp bpnpflt
of such minor pursuant to thC' provisions of this my Will, my
fiduciariC's arC' authorizC'd In thC'ir absolutC' dlscrC'Lion 1.0 apply
such incomC' or principal for thC' bC'nC'fil. of such minor dirC'ctly,
or to pay I.hC' same to such lI1inor, or 1.0 the parpnt or duly
qualified guardian of such minor acting In any jurisdiction or to
any adult person wi th whom such minor may from Lime to time
reside, and the receipt by such minor, parent, guardian or adult
person or evidence of the application of such payment for the
benefit of such minor shall be a full discharge to my fiduciaries
for any payment so made.
The term "minor" as used herein shall mean any person who
shall not have attained his or her twenty-first (21st) birthday
at the time of my death, regardless of any st.atutory provisions
or court decisions to the contrary.
The authority as herein conferr(>d upon my fiduciarlC's \.0
withhold any part of thC' principal which shall vest in a minor
shall be construed as a power only and shall not opC'ratC' to
suspend thC' absolute vesting in fC'e of title to any part thC'reof
in such minor,
SEVENTH: I nominate, constitllt(> and appoint my spouse,
LAWRENCE A. LONG, to bC' thC' ExC'clltor of this my Will, but in thC'
- 5 -
('v('nt my spous(' Shilll pred(>c('as(' lIIe or sllilll fa i 1 to qual i fy, or
having qualified shall for any r('ason fail to compl('tp th('
administration of my ('stat(', tll('n and in that ('v('nt, r nominat(',
consti tute and appoint my son, JAMES L. LONG, to b(> th(' Al t('rnatp
Executor hereof. r further nominat(>, constitute and appoint my
son, JAMES L. LONG, to be Truste(> of this my Will, No Executor
or Trustee named herein shall bC' requirC'd \;0 ('ntC'r bond or
furnish surC'tiC's in any jurisdiction in which my pstat(' or any
trust creatC'd hC'rC'undC'r may bC' administerC'd.
EIGHTH: In addition to thC' forC'going pow('rs, and thosC'
conferred by law, I hereby confer upon my fiduciaries full right
and power:
A, To retain any real and personal property which may
at any time form a part of my estatC', including stock in any
corporate fiduciary, regardless of its character and whether it
is such as would be authorized by law for investment by
fiduciaries or whC'ther it leaves a disproportionately large part
of my estate invested in one type of property, My fiduciaries
may retain such property for such Um(' as they shall deem best,
and dispose of such prop('rt.y by sale, exchange or otherwi se as
and whC'n they may deem such action advisable.
B, To invest in any real or personal property without
any restriction to investments which may satisfy the requirements
of any statute relating to investments by fiduciaries and without
any requiremC'nt to divC'rsify assets,
- 6 -
~.rr~k'"",,*I",...~""~_""""""'''''''''''
.
C. To subscribe- for or to e-xe-rclse- options for
stocks, bonds or othe-r Inve-stme-nts, to Join In any plan of lease,
mortg,)ge, me-rger, consolidation, re-organlzatJon or voting trust,
and to deposit se-curltles there-under: and ge-nerally to exe-rcise
all the rights of securi ty holders of any corporation.
0, To re-pair or improve or lease for any period of
time any real or personal property and to give options for
leases.
E. To sell at public or private sale for cash or
credit, with or without security, to exchange or to partition any
real or personal property and to give options for sales or
exchanges.
F. To borrow money from any pe-rson, including my
fiduciaries, and to mortgage or pledge any real or personal
property.
G, To compromise, settle or arbitrate any claim or
demand in favor of me or my estate or against me or my estate.
H. To make distribution in kind or in cash, or partly
in kind and partly in cash, and in such event to select and
allocate funds and prop0rty as in their sole discretion shall
best affect equality.
r. To E'xercise all powers, authority and discretion
given by this Will after the termination of any estate created
hereby until the same is fully distributed.
- 7 -
.), My fidu('''~II'll's sholl I nnl. p~;l.oIhllsh oIny slnldnl)
fund 1.0 alllorl:i~!' L1lC' prpll1lUIll oil. which illlY invpsl.llll'nl. or 1'l'invl'sl.-
mpnl: may bp pUrdldSl'd, I'!'CP I vpcl, 01' 111'1 d,
K, I !'lllpOWl'l' illY fJdu(~lilr'ps 1.0 "I JOr'ill.!' ill I r!'c!'lpl.s
to principal or incoml' or part.1y 1.0 pach and furLllC'r to allocatp
all pxppnsps of my l'statl' 1.0 princlpill or incolll!' 01' part.1y 1.0
principal or partly to incoml', wil.hout rpgard 1:0 pstabllshpd
rulps of law or construction, dS my fiduciarips in thplr
dlscrellon dpl'm appropriatl'; and thl' dl'cislon of my fiduciarlps
In making such allocation of rpcl'lpts and pxpl'nsl's shall bl'
binding on all pprsons Intprpstl'd in my l'statp,
L. To dplprminl' whpthpr to dpduct administration
exppnsps and fpps from thl' pstatp for Esta\P Tax purposps or from
I:hp Incomp of Lhe esLal:p for Incoml' Tax purposps In ordl'r Lo
provldp thp grpaLpsL ovprall Lax saving, and In making any such
pll'ctlon no adjustmpnls shall bp made or requlrpd l'llhl'r as
bptwl'l'n Incomp and principal, or in the amount of any bl'qul'sL,
and the dl'clslon of my fiduclarlps shall bp binding on all
pprsons Intprestpd In my pstatl'.
M, To l'lpcl: for F'l'deral Esl:atp Tax purposl's whl'l:hpr
to USl' thl' datp of dPill:h valul's or the all:l'rnal:p valuation date
valul's in detl'rml nlng th(' F'l'dl'ral Eslal:e Tax 1 iabl li ty, and such
l'lpctlon shall bp concluslvl' and binding on all pl'rsons Intpr-
esl:pd In my l'sl.atp. This absolul:p dlscrp\:ionary pmll'r Is glvpn
1:0 my ExpcuLor for I:hl' l'xprpss purposp of pprmll.Llng him 1:0
exc>rclsp sound buslnpss judgml'nl: in planning thp ull:imatp tax
- B -
conse>que>nce>s and advant.ngl's bot.h t.o illY ('st.a t.(' iHld t.o t1w
be>n('ficiarie>s.
N. To join wit.h illY spouse>, LI\WRENCE 1\. LONG, in t.he>
filing of any F('deral Income Tax re>lurns for any ye>ar or ye>nrs
for which I have> nol filed such re>turn or re>turns prior to my
de>ath, and to pay such ril\:able> share> or all of any laxe>s due>
the>re>on as my fiduciarie>s shall de>e>m prope>r. To conse>nt to any
gifts made by my spouse>, LAWRENCE A. LONG, as be>ing made> half by
me for the> purposes of the> Fe>de>ral Gift Tax Law and the e>xe>rcise
of such authority and powe>r by my fiduciarie>s shall be> final and
conclusive>ly binding upon all pe>rsons inte>reste>d in my e>state, I
further authorize and l'mpowe>r my fiduciary to agre>e> with my
spouse>, LAWRENCE A. LONG, or his pe>rsonal re>pre>se>ntative>:
1, As to how the> burde>n of the liability for
Fede>ral Income> Tax, or intl're>st thl're>on, arising out of the>
filing of a joint re>turn by my fiduciary and my spouse, LAWRENCE
A. LONG, or his pe>rsonal re>pre>se>ntativl's, shall be borne> as
between my e>state and my spousl"s, LAWRENCE A. LONG'S, e>state;
and
2. As to who, as betwl'e>n my SpOUSE', LI\WRENCE A.
LONG, or his estatl' and my e>state> shall be> e>ntitll'd:
(a) to any re>fund or cre>dil: or any Fede>ral
Incoml' Tax, or interest there>on, base>d on the filing of a joint
return by my spousl', LAWRENCE A. LONG, and me>, or by my fiduciary
and my SpOUSE', LAWRENCE A. LONG, or his personal re>presentatives;
- 9 -
(I') '1'0 oIl1Y "..t IllId "" "",'d II 01 ,II'Y 0111I<111111.
paid on accounL of ,illY jollll d,','I,II'.oI lOll III 1'"I.II11,II,l'd F..d"I',11
Incom(' Tax f 11 "d by lilY !;I""i'''', I,AWIlJo:NGI': A, I.ONO, oIl1d "'" oIml of
Lhl' inLl'rl'st on illlY !;tl<'h l'I'llllId: 011111
(I') 'I'll Ih,' 1"'111'1 II III .IIIY polYlIIl'nl. lIlad" by my
spousl', LAWRENCE A. t.ONO, III' "'" 1111 """11111,1 "' oIl1Y lolnl. or
sl'paratl' d('clilr"t.Ion 01 I',;t 111I,11 ".I 1'"'111"" I"x,
My fiduC'ifU"f'li IIII1V "XI'I'c'l!il' 1111' flll'l'lJolflfJ pn\.'lP'''s in such
mannl'r as Ull'Y "IHlII III 1111'11' 011","1111 ,. "lid III"'olll.roll,,d
discretion d""1Il Ill'!;I.. ~lh,'1 II"" III Ih,' 1111"1'''''1. of rny spous(',
LAWRENCE A. LONG, 01' hip; ""I",.. 111'111 Ih,' Inl.('I'psL of my l'sLatl',
NINTH: Any ilnd 0111 rallll" lit IIl1lll"Y Ill' 01.111'1' pl'op"rLy, whl'Lhl'r
principal or incom(', poIY,lhl,' III rny 1"'111'11,'1,11'1"" shall bl' paid
ovl'r to thl'm fr"" , el("II' ,ond ,1I,;('h,II''1"d of I.h"ir r1('bts, contracts
and pngag('m('nts and ~/ll.holll. 01111 hOI'1 I Y 10 oI"slqn imd anLicipatl'
thl' saml' , and \.I1l' ",1111" ,;h.III 1101. I,,' Ililhl<' 1.0 any Ipvy, attach-
mE'nt, ('xl'cut.lon or "P'llll'!iI.I',IIion ~/hllp In I.h" poss('ssion of my
fiduciaril's and thl" IlIIrnllnll.y fl">l1I ilt.I.ilC'hlllpnl. or ill i"nation is to
continul' until acl.lli11 poIyrnl'nl Iw 1Il."I., I>y lilY fidllciilri('s to thl'
bl'n('ficiari('s "nl.ll.lpd Ih",'''l.o, 11I'I'"l>y inl.l'nrlillq I.hill. stlrh mon('y
or oth('r prop"rl.y "holll I.., 1','"'' 11'011I I Ill' ,Ic'l>l.s oInrl obllqiltions of
the bl'n"flclilrip" ~lllll" In 11',11\1;11,
TENTH: If oIl1Y 1"'111" ic' I .11'1 "!. ,;1,,111, j nUl" solp opinion of my
fidurlilri"!i, 1"'I'oml' 1I"'lIlolllV 01' phy,;l('oIlly IncilpilCltal:('d, my
fldlwjill'll'n molY ""ply nl,,'h 1"'lwfl('j.n'y'r; sllilr" , ('Il:h('r principal
or 1111'01111', 101' 1.11" !i111'1",,'1 illld \",'1 f,t1'p of such b('n('ficiary
III -
directly without the intervention of il guardian,
ELEVENTH: If my spouse, LAWRENCE A. LONG, and I should meet
our deaths simultaneously or under such circumstances as to
render it difficult or impossible to determine who predeceased
the other, I hereby declare that I shall be deemed to have
survived my spouse, LAWRENCE A. LONG, and my spouse, LAWRENCE A.
LONG, shall be deemed to have predeceased me, and that this Will
and all provisions thereof shall be construed on that assumption
and basis,
TWELFTH: For all purposes of this Will and the disposition
of my estate hereunder, adopted children of mine (and their issue
whether born of marriage or adopted), and adopted children (and
their issue whether born of marriage or adopted) of any descen-
dant of mine, whether adopted prior or subsequent to my death,
and of whatever age at the time of adoption, shall be considered
and treated in all respects the same as biological children and
their issue.
THIRTEENTH: For the purposes of this Will, the singular
shall include the plural and the masculine shall include the
feminine, and vice versa, unless contrary intent appears,
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this dHt~ day of/fl[[u!i\..-.- ,1991, to this my Will, written
upon twelve (12) sheets of paper, including the Attestation page,
- 11 -
AFF !DAVIT
COMMONWEALTH OF PENNSYLVANIA
SS, :
COUNTY OF LEHIGH
WE, PATRICIA A, LAFAW
and BOYD G, HIXSON . the wi. tnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument as
her Last Will and Testament; that she signed it willingly: and
that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Last Will and Testament as
witnesses and that to the best of our knowledge, the Testatrix
was at that time eighteen (18) or more years of age, of sound
mind, and under no constraint or undue influence.
SWORN or AFFIRMED to and subscribed before me by
PATRICIA A, LAFAW
an~)!}1 ( BOYD G. HIfr~ I
off _ JA l L ,I-99'lJ.
, the wi tnesses, this J/IIK day
!
f
,
WIfESS
, ,
I' !.
/!/ illlll
, NOTARY PUBLIC
I)
I ,
/ \
lil
i,U / l..tVt/.)
(SEAL)
My Commission Expires:
IIOTf,R'h' f[hl
MflA~\~ l. OUN'II'IIE. NOlary Public
M ( e~'own. l,'h,,;h COlmry
Y ommlSslon hp;,.s July I, 1991
"'~'l'!:-;';'~";f_"';';'';':':''''.>'''':'':'~'''''Y:C,,':,.>_,,,
CERTIFICATION OF NOTICE UNDEH RtJI.E 5,6 ( a)
Name of Decedent: Hclcn H, Long
Date of Death: August 8, 1996
Will No.
Admin. No. 1996-0863
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
October 30, 1996 :
Name
James L, Lonq
Linda J. Harrington
Linda J. Harr.j.ngton,
Laura B. Harr~ngton,
Address
3814 Hearthstone Rd., Camp Hill. PA 17011
58 Osage Rd., Claymont, DE 19703
as parent & natural guardian of
a minor 58 Osage Rd., Claymont, DE 19703
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except NONE
Date:
10/30/96
Name Boyd G. H'xson, Esq.
Address 7535 Windsor Dr" Ste, 200
:....
Allentown, PA 18195-1014
Telephone(61~ 366-8000
-.
I
Capacity:
Personal Representative
XXXX Counsel for personal
representative
.'
[)()
i
t- '010 HUI
i
I
I
I
I
D NO. AA
146905 COMMONWEALTH OF PENNSYLVANIA
DI'ARTMINT O. RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
INIW II ""'1
a ACN m
ASSESSMENT AMOUNT
CONTROL
NUMBER
tOl ~7,...!O.OO
>
RECEIVED FROM:
WEAVER ETAL
ONE WINDSOR PLAZA SUITE 200
7535 WINDSOR DRIVE
ALLENTOWN, PA 18195-1014
lOtOHf"
ESTATE INFORMATION:
t:I FILE NUMBER
~ 21-1996-0863
EI NAME OF DECEDENT (LAST)
~ LONG HELEN H
II DATE OF PAYME;T
EJ POSTMARK DATE
COUNTY
SSN 180-09-'7788
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
.7,410.00
REMARKS
.. VZ
"
"/'" {,/
')/ .
'. 1/ ) .' I .'/ ....... '.'/ oJ
RECEIVED BY , /11.' I,' j. '_' <( C'. . / It
; SIGNATURE .1
,J " '.
MARY C. LEWIS /,/..,~///J.
REGISTER OF WILLS
SEAL
JAMES L LONG
C/O WEAVER ETAL
CHECKII El974
REGISTER OF WILLS
.-- .-..- ~- ..- ---- --..-.. - _..- ---
.-- --- -,-- ~ - .---....--- ,-_.
. '\ ~..
-- --- -- .-. .--.- -- ,- _....-- ---.-
,
"
"
"
..-..1
-~
,
-;~: _~ __ u. -. -..-:,..lIlt. _ .,g-(~~... ...,:.
I.~
3~
-..
cO....ONwtmH 0' P,"NSYlV'"
OEPAR. NTOF REVENUE
0' ,. """
ttARRISBURQ, PA 111U.OIOI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
ron O' T[~ or OUHIAFI[R UI11111 CtlECll, HE ,,[
.r A !U'OU,Al
, R '1 I At
FILE NUMBER 21-1996-0863
REV - naG EX' (1-'"
2. Supplcmonlal Roturn
4~. Futuro Interost Compromise
(for d.tes oJ de.th .her '2-12-92)
[]] 6. Decedent Died Tostate 0 7. Decodont Maintainod a living Trust
(Anach COp oJ Will) (An.ch . copy 01 Trust)
C p ALL CORRESPONDENCE ANO CONFIDEtrrlAL TAX INFORMATION SHQULD BE OIREC'reD TO:
~ ~ NAME COUPUT[ UAILING ADDRESS
ROO d G. Hixson Es ire eaver, Mosebach, piosa et
~ ~ TElEPHONENU...EA 535 Windsor Dr. suite 200
_ T 610 366-8000 llentown PA 18195-1014
1. R.al Estal. (Schedule A) (')
2. Slocks and BondS (Schedele B) (2)
3. Closely Held Stock/Pannersh;p Interest (Schedule C) (3)
4. Mongages and Notes Rec""J3ble (Scredule D) (4)
5. Cash. aank Oo~osilS &. M.s.:ellaneous ;ersonal Prope~ ($ch. E) (5)
5. Jo;nny Owned ?,openy (Scoedule F) (6)
7. T"osle.. (Schedule G) (Scoedule L) (7)
8. Total Gross Assets (tolal Loes 1-7)
9. Fu~eraJ Expenses, AdmH~IS~Jti\le CQs:s. MI5CcUar.eous
8penses (Schedule H)
10. Debts Mortgage Uabllihes :"'er.s (So:ne~ute I)
1 t. Tolal :eductlortS ttoti1ll.Jr~ 3 & 10)
12. Net '/llue of Estale (uno S "":,,,,~,.,us LJr,e " I
13. Char~.lcle artd Governrre":1J Bequests IScrcd~!O J)
14. Net ',"3:uO Sul:~ECIIO Tac ''''1"'0 12 rrlr:~s ~.re 13)
15. Spcwsal Transfers (lor d.1:~ of de.l!n a!':et 0~3C-9~)
See ,nstructians !or Apphca:le Percert.1<<;e on p3<<;e 2.
(Inclu~e ...i1lues ~am 5ct1e':L.le K or So:l"'eculo M)
16. Amount 01 Uno 14 taxal:le a.t S'% rale
(Include values ~om Schedule K 0' Schedule M.)
17. Ar":)unl of Una 14 laJlable 3t 15~~ rale
(Include vajues ~om 5che,:ule K or Schedule M )
18. P'lrc:callilX duo (Add 1ilX "ro;:;'f'n uno'5 10 3nd 17)
19. Cre:,~s Spous.1i ?ovcrty ':~.e<:I! P"cr PlYrT\(!nts Discount
. 7,410.00 390.00
20, If l.;re 13 IS gre3ler than ~-e 1a, er.ler :r.o cM1cfeflCC on LH':C ;:0. TnlS is tM OVERPAYMENT.
~ [] Check here If '(au are requesllng a refund of your overp.1yment.
21. II Lre ,a IS grea:er ttl3n '-"019. or.ter :ro ~j~crer,cc ~n L;rc 21 ThiS IS Ire TAX QUE.
A. =~:er I~O \MIcros! on tt".a :al.1nce due on LJro 21A
B. =~ler tt1e !ct.1J 01 lJne 2- .1nd 21A :In ~ne 213 Tnl$.$ t~c BALANCE QUE.
Make Check Pa able to: Re Isler of Wills. A C!nt
~ ~ BE SI; R E TO ANSWER ALL QUESTIONS ON PAGE 2 ANO TO RECHECK MATH" ..
CAB
H P L
E P 0
eRe
K 0 K
P S
COUNrt coO[
'IrAn
N ~...o[n
o
E
C
E
o
E
N
T
QECEDENrs NAME (L.AST, FIRST. "'J --..,OOL[ INiTIAL)
NG Helen H,
QECrOENrSCOl"lpL(T[ ACORr"
1700 Market street
amp Hill, PA 17011
:.\"E OF O[A~" DArE OF OIAtH
c,"", Cumberland
50CIAlSECURlf't NU""O[A
80-09-9788
AMOUNT R(C[IVED 15[( IN5TRI.I':~.CN51
X '" .anginal Roturn
4. Urnted Estate
Romaindor Rotum
(lor dates 01 de.th poor to 12-13-92)
Fedoral Eslalo TM Return Requlrod
Tela! Number of Salo OopOSl1 60)(0:'
o 5.
o 8.
al
115.00
R
E
C
A
P
I
T
U
L
A
T
I
o
N
334.29
49,105,01
10l:l,b/5.7l:l
(8) 158,230.14
(9)
3,307.00
2,263,64
(10)
(1') 5,570.64
(12)152.659.50
(13)
(14)
(15)
x
(16)
152,659.50
9,159.57
X 06 z
T
A
X
C
o
M
p
U
T
A
T
I
o
N
(17)
X .15 2'
(IS)
Ir.!erest
7,6010,00
(19)
(20)
1,359.57
(21)
(2'A)
( 21B)
1,359.57
~..~.. :-I'",,!I" J' ~.. ~'f. ~.:." '_..: .....r ""- '"'J~''' .,....a ,,<:.., ";1;:'-:"-'-"; \:-'J.. 1'1 '''' ......-'..1 .-: ') ..... :.,,~ )..... '"0''' 'l'J.' '''3 =, " : I....
::..t:~."j :''''0'''' :,: "" I.... I ..... ,,"" . U :"".. "f::"':" "10' ....,.,. .,-"", :,~ ......,..)1 :I'.:".' l'"'' ....-.., :I..,J...._.,:".,~".I...lf" . ':.."," I. ~.:.....';- ;'
..... :..:.,::..'....,U..-. '-0.".'
... :
J.::~niJaineS L. Long
3814 Hearthstone Road
Ca::;o. 'Any;' .p;\' .if6i'i."..,...........,.,..,'
.ceo," Weaver, Hosebach, Piosa et al
7535 Windsor Dr, suite 200
;\iYeiitowii; "p;\' 'is'i9s':''i6'i4' .........,.,....
I:'W""
-to :.1"
j~~.).':'';~~:~ :IE::::~ :J~P,:/;__~ ~..~ :J~" .::.''1
A ""'"'
/'Z.- ')0 -9C.
:.),"i
.,
01 q7
- t"~~
C If) :10-
!!.! f""t ,.,
~~ ~:; 0- ,
:-.{ .. , ;
\0
,. -
:j, ~
.-:> ....,
0 ~~,., "
u (:) P\ .::f
0>0: ~B
a:
.1""'\
1"""\
-.
....
Act 1148 of 1994 provld08 for tho r~ ~cllon of Iho lox rolos Imposod on Iho "wl volue of tronsferl to or for
thl UII of the lpoule. The ratol al prolcrlbod by Iho stotulo will bo:
13% (.03) will bl appllcablo for ..latol of docodonls dying on or oftor 7/1/94 ond bofore 1/1/96
12% (,02) will be appllcoble for ellolol of docodonls dying on or aftor 1/1/96 and bofore 1/1/97
11% (.01) will be appllcoble lor oslotes of docodonls dying on or oftor 1/1/97 and belore 1/1/98
ISpouS81 transfers occurring on or after 1/1/98 will be exompt from Inheritance 18x,
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS,
YES NO
1. Old decedent make a uansle' and:
.. ,etaln the use 0' Income 01 tho propetly uanslerred.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b. ,ataln tho r1ghllo designate who shall use tho property Uanslerred or Its Income. . . . . . . . . . . . . . . . . . . . . .
Co 'etalnarevlllSio",l/ylnleres~or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. recalvethe promise 10' life 01 eftho, payments. benefils or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. If death occurred on or before December 12. 1902, did decedent wilhin two years preceding death
transfer property without receiving adequale consideralion111 deBlh occulTed after December 12.
1982. did decedent Uansler property within one ye.. 01 death withoul receiving adequale
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Old decedent own an 'In trusllo( bank account al his 0' 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,
COpytt;"l(cI19U rotm soll_ar. only CPSyst.I"l'. inc:.
Fo"" 1500 IR'If, 7-141
x
X
X
X
X
X
RECEIVED fROM,
...r;.... .... .....
. :ACN ."" "(
m ASSE5SM!NT'~,'r.I
II CONTROL 11;I
NUMBER
AMOUNT
WEAVER ETAL
,
ONE WINDSOR PLAZA SUITE 200
"7535 WINDSOR DRIVE
ALLENTOWN, PA 18195-1014
101
'......,....10. 00
IClIDHU
UTATl! INfORMATION,
eI fiLe UMI A ,
li'I .'. 21-'1996-0863
eI NAME Of DECfDENT (\A5lJ
1;1 LONG HELEN H
II DATE Of 'AllaNT
EJ POSTMARK llo'TE
COUNTY
SSN 180-09-9788
(f1R51J
CUMBERLAND
DAJEOfDEAI'H
TAXPAYER
m TOTAL AMOUNT PAID $7,410.00
, J VZ~
RECEIVED BY ~ t~,PJo:.
MARY C. LEWIS~ONA~~
REGISTER OF WIL(S' d
REMARKS
/9
JAMES L LONG
C/O WEAVER ETAL
CHECK# 8974
SEAL
-- ...... .... -- -.. .-.-------..-....-
6083 W~
,.....,
-.
WILL
I, HELEN H, LONG, being of sound and disposing mind, memory
and ,understanding , do hereby make, publish and declare the
following as and to be my Will, hereby revoking all other former
Wills and Codicils thereto at any time heretofore made by me.
FIRST: I direct my Executor, hereinafter named, to pay from
my residuary estate the expenses of my last illness and all
funeral expenses, together with all estate, transfer,
inheritance, succession or other death taxes, including any tax
imposed upo~ any "excess retirement accumulations" as defined
under the Ir:ternal Re",enue Code, '.'lhich may be payable under any
law of the United states, or of any state thereof, or of any
other gover~cental en~ity, upon or in respect of all property
passi~~ unde~ this Will, and all other property includable for
any reason as a ~art c: my gross taxable estate for the pu~pose
of the comp~taticn of any such taxes. So that there may be no
question as to the time for the payment of any such death taxes.
my Executor shall have the absolute power in his discretion to
pay the same at once, ~hether or not the law under which they a~e
imposed per~:ts t~e postponement of all or part of the sa~e to a
later time,
SECOND: For the information of my Executor, I declare that
all furniture, silver~are, china, linens, bedding, television
receivers, radios, electric~l appliances and equipnent of all
kinds and nature contained in my residence are the jOint p~operty
of my spouse, LAWRENCE A. LONG, and me, In consequence, I make
no disposition of any of the aforesaid items in this my Will,
THIRD: I give, devise and bequeath all automobiles owned by
me at the time of my death, together with all insurance policies
thereon, to my spouse, LAWRENCE A. LONG, if he shall survive me.
FOURTH: All the rest, residue and remainder of my estate,
hereinafter sometimes referred to as my residuary estate, I give,
devise and bequeath to my spouse, LAWRENCE A. LONG, if he shall
survive me, but if he shall not be living at the time of my
death, to my issue, as follows:
A. Flfty percent (50%) share to my son, JAMES L.
LONG, but if he shall predecease me, then to his issue, per
stirpes: and
E, F=rty percent (40%) share to my daughter, LINDA J.
HARRINGTON, but if she shall predecease me, then to her issue,
per stirpes; and
C, Te~ percent (10%) share to ~y granddaughter, LAURA
B. HARRINGTON, per capita, if she is attending, or has success-
fully completed attendance at, an insti~ltian of higher educa-
tion, to be distributed as follows; to be held 1n Trust in the 1nte~1~:
1, One-third (1/3) share u~on her a~ceptance af
admittance at such ins:itution of higher education;
2. One-third (1/3) share u~on the start of her
sophomore year (=r the equivalent course work) at su~h
institution of n:.her education; and
- 2 -
then bequeath, give and devise my entire estate to Salem United
Church of Christ, Third and Walnut Streets, Catasauqua, Pennsyl-
vania.
SIXTH: If under any of the foregoing provisions of this my
Will the whole or any part of the principal of my estate shall
become distributable to a person who shall at the time be a
minor, my fiduciaries hereinafter named are hereby authorized in
their absolute discretion to hold such whole or part in a
separate fund for the benefit of such minor, to invest and
reinvest the principal of such fund in the manner hereinafter
provided, to collect a~d receive the income thereon, and to pay
over or apply th~ whole or any part of the net income or the
whole or any par~ of t~e principal thereof to the support,
maintenance, benefit a~d education of such minor, all without the
interposition of a guardian, and to accumulate ar.y balance of
such net ir.come for the benefi~ of such minor un:~l he or she
shall have actua:ly at~ained his or her twenty-flrst (21st)
birthday, and thereupo~ my fiduciaries shall pay over and
distribute to such mir.or the then remaining principal, if any, of
such fund, together with all accumulated net inco~e. Allor anj
part of such acc~~ula~~ons may at any tlme, 1n tr.~ absolute
discretion of my fiduclaries, be paid over to or applied to the
use of such mlner, In ~he case of the death of such minor before
actually attaining his or her twentj-first (21st) blrthday, my
fiduciaries shall thereupon pay over to the estate of such miner
the th~n re~ainl~g pr:~=ipal, ~f any, of such fu~d, together ~ith
- 4 -
event my spouse shall predecease me or shall fail to qualify, or
having qualified shall for any reason fail to complete the
administration of my estate, then and in that event, I nominate,
constitute and appoint my son, JAMES L. LONG, to be the Alternate
,
Executor hereof.
I further nominate, constitute and appoint my
son, JAMES L. LONG, to be Trustee of this my Will, No Executor
or Trustee named herein shall be required to enter bond or
furnish sureties in any jurisdiction in which my estate or any
trust created hereunder may be administered.
EIGHTH: In addition to the foregoing powers, and those
conferred by la~;, I hereby confer upon my f1duciaries full rig~t
and power:
A, 7~ retain any real and personal property which nay
at any time for~ a part of my estate, including stock in any
corporate fiduc::ry, regardless of its character and whether 1:
is such as would be author1zed by law for i~vestment by
fiduciaries or ~~ether it leaves a disproportionately large part
of my estate invested in one type of property. My fiduciaries
may retain such property for such time as they shall deem best.
and dispose of s~ch property by sale, exchange or otherwise as
and when they mal dee~ such action advisable.
B.
1nvest 1n any real or personal pro~erty w1:howt
.~
,~
any restriction to investments which may satisfy the requirene~ts
of any statute relating to investments by f1duciaries and ~;lthout
any require~ent :0 d:versl:y assets.
- 6 -
,"'"
C. To subscribe for or to exercise options for
stocks, bonds or other investments, to join in any plan of lease,
mortgage, merger, consolidation, reorganization or voting trust,
and to deposit securities thereunder; and generally to exercise
all the rights of security holders of any corporation.
o. To repair or improve or lease for any period of
time any real or personal property and to give options for
leases,
E. To sell at public or private sale for cash or
credit, with or ~ithout security, to exchange or to partition any
real or personal property and to give options for sales or
exchanges,
F. T~ borrow money from any person, inclUding my
fiduciaries, and to mortgage or pledge any real or personal
property,
G, T: compromise, settle or arbitrate any claim or
demand in favor ~f me or my estate or against me or my estate,
H. To make distribution in kind or in cash, or partly
in kind and partly in cash, and in such event to select and
allocate funds a~~ property as in their sole discretion shall
best affect equality.
I, Tc exercise all powers, authority and discretlo~
given by this Will after the termination of any estate created
hereby until the same is fully distributed.
- 7 -
~
consequences and advantag~s both to my estat~ and to the
beneficiari~s,
N, To Join with my Spouse, LAWRENCE A. LONG, in the
filing of any Federal Income Tax returns for any year or years
,
for which I have not filed such return or returns prior to my
death, and to pay such ratable share or all of any taxes due
thereon as my fiduciaries shall deem proper. To consent to any
gifts made by my spouse, LAWRENCE A. LONG, as being made half by
me for the purposes of the Federal Gift Tax Law and the exercise
of such authority and power by my fiduciaries shall be final a~d
conclusively binding upon all persons interested in ~y estate. I
further aut~orize and empower my fiduciary to agree :~ith my
spouse, LAWRENCE A. LONG, or his personal representative:
1, As to how the burden of the liability for
Federal Inc=~e Tax, or interest thereon, arlsing out of the
fili~g of a joint return by my fiduciary and my Spouse, LAWRENCE
A. LONG, or his ~ersonal representatives, shall be berne as
between my estate and my spouse's, LAWRENCE A, LONG'S, estate;
and
2. As to who, as between my spouse, LAWRENCE A.
LONG, or his esta~e anc my estate shall be entitled:
(a) to any refund or credit or any Federa:
Inco~e Tax, or in=eres: thereon, based on the fILIng of a join:
retur~ by my spouse, LAWRENCE A. LONG, and Ge, or by my fIdUCiary
and ~y spouse, LAWRENCE A. LONG, or hIS personal representatives;
- 9 -
..'"
(~) To any refund or credit of any amount
paid on account of any joint declaration of estimated Federal
Income Tax filed by my spouse, LAWRENCE A. LONG, and me and of
the interest on any such refund; and
(c) To the benefit of any payment made by my
spouse, LAWRENCE A. LONG, or me on account of any joint or
separate declaration of estimated income tax.
My fiduciaries may exercise the foregoing powers in such
manner as they shall in their absolute and uncontrolled
discretion deem best, whether in the interest of my spouse,
LAWRENCE A. LONG, or ~is estate or in the interest of my es:ate.
NINTH: Any a::d a~ 1 sums of r.1on.-y or other property, ',;hether
principal or incor.1e, ~ayable to my beneficiaries shall be paid
over to th.-r.1 fr.-e, clear and discharged of their debts, contracts
and engage~.-nts a::d \1:~hout authorlt, to assign and anticipate
the same, a::d the sa~e shall not be liable to any le''Y, attach-
ment, exeCU:lon or seG~estratlon while in the possession o~ my
fiduciaries and this i~rnunity from attachment or alienation is to
continue until actual payment be made by my fiduciaries to the
beneficiaries entitled thereto, her.-by intendlng that such ~oney
or other property sha:: be free frc~ the debt: and obll;at:ons of
the beneficiari.-s whl:e in transit.
TENTH: If an, bene~iciaries shall, in thE' sole opinior. of ::IY
fiduciariE's, becc~E' me::tall, or physically incapacitated, r.1y
fiduciaries r.1ay apply s~ch b.-neficlsr,'s share, elther prlr.clpal
or i~co~e, :or t~~ s~~~ort ar.d ~~lfar~ of suc~ b~n~ficidry
- 10 -
--
directly without th~ intervention of a guardian,
ELEVENTH: If my spous~, LAWRENCE A, LONG, and I should meet
our deaths simultaneously or under such circumstances as to
render it difficult or impossible to determine who predeceased
the other, I hereby declare that I shall be deemed to have
survived my spouse, LAWRENCE A. LONG, and my spouse, LAWRENCE A.
LONG, shall be deemed to have predeceased me, and that this Will
and all provisions thereof shall be construed on that assumption
and basis.
TWELfTH: for all purposes of this Will and the disposition
of my estate he~eunder, adopted children of mine (and their issue
whether born of ~arriage or adopted), and adopted children (and
their issue whe~her born of marriage or adopted) of any descen-
dant of mine, w~ether adopted prior or subsequent ~o my death,
and of whatever age at the time of adoption, shall be considered
and treated in a:l respects the same as biological child~en a~d
their issue.
THIRTEENTH: for the purposes of this Will, the singular
shall include the plural and the masculine shall include the
feminine, and vi~e versa, unless contrary intent appears.
IN WITNESS WHEREOf, r ha'/e h'?reur.to set "'V :-.a:-.d and seal
this ')"{.:" day ::f ,i ' "I.. ,1991, to this C1y '::111, '../ri-:ten
. I I '.-
upon twelve (12i sheets of pape~, includlng the Attestation ~age.
- II -
-.
AFF IDAVIT
COMMONWEALTH OF PENNSYLVANIA
55. :
COUNTY OF LEHIGH
~/E , PATRICIA A. LNA','
and BOYD G. HIXSON , the wi tnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument as
her Last Will and Testament; that she signed it willingly; and
that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the T~statrix signed the Last Will and Testa~~nt as
witnesses and ~hat to the best of our knowledge, the Testatrix
was at that ti~e eighteen (18) or more years of age, of sound
mind, and under no constraint or undue influence.
S'tIOR:j or AF'FIR:.!ED to and subscribed before me by
PATRICL~ A. '-~FA'..,
and. 30YD :;. HIXSCN
. the ~itr.~ssesl thlS
., "
i! '.
daj'
of i
, ,
, r-d:.'W.
.;:?)_ '., U ---~ 'J
w-I-TNESS-' \.
, ,
. ,
/... ..,.'
\~ .J' Cl' -
~ I .1.,1 .. l
. -.... "
.. . ......e"'.
;'jI T tIE: 5 5
" ,
.... .. "~-
";IT~JESS
II J
NOTARY PUBLIC
, I: I
(SEAL)
;.ty CC~i.iiSS10n E:<pir~s:
~t:r :": '.~ '." . I
':~~,l~;': L C:' . -' ",
.. . L.., "- '.0.. "10.1"
..\ ~".!."l~t'Nn I . -.. ~' f . -......IC
,,, . ..../
',', :~ml'!:,uien ~".'I'!$ ~'.;:., 1. Iv91
12'02/D8 NON 13:30 FAX
---~-'--- -
,.....:
. .~:"'.-,. .
,........
:-. . ,'1l0'.,
'I -,. .." ','
" ,.n.,. .'....~I..~.~
", _,...,' .... :t(.....
. .'.' DoOO'.... .'.
. ..,.. ~ . .:
, .
PENN FOREST T0V/NSHIP
Doard of Superillsors
Corbon Counly. PA
Slor Roule. 80)('5i.8
Jim Thorpe, PA 18229
\717' 325-2769
."0.' ...........
, .
.. '
";
"
'..
c:r.nTIFIED HI\IL'
REI SEHI\GE PERrilT I\prLICI\Tlotl
LU.'r,: I ;;H.o'3 .]]I: -.d ~Ratlw
I
DEl\n ~~/~ +Ll~
I YOUn SEWM~ PERMIT I\t'PLICI\TIOH '..)77"131 FOR II SEW~G~ "o~('~~
SYS't'[;H 'to DE LOCI\TED I\T PF,tltl FOREST TOWNSIIIP. CM\DON 1::0UNT'l;'
I'ENtlSlCLVI\Nll\. IS Or:rtEDY' DENIED. PUnSUI\NT TO TilE ACT OF Jl\NUl\RY
2~. 1966. P.L. 1535, No. 537. liS I\HENDED. 'JS P.S. SECTION 750.1
.!.!: seq.. t"SEWI\Gl': FI\CILI1'IBS 1\C-r",. I\ND 'l'IIE RULES MD neGULATIONS
I'nOMULGI\TED TIIEnEUNTO. TITLE 25. l'ENNSYLVI\INI\ CODE. CHIIPTERS
71 I\NO 73.
YOUR t'EnHIT J\PPLICJ\TlOlI IS Dl::IHEO FOR TilE REI\SON OR REASONS
LISTED BELOW: THE SOIL PROFILE REVE^LS II LIMITING ZONE 1/
WITHIN 20 INCHES OF THE MINERAL SORFACE. LZ
Wl'tllltl 30 DI\YS Or RECEIPT 0(;' THIS NonCE. YOU HI\Y REQUEST
1\ nETEST Of' TIll:: PROI'l::RTY DY SUBMITTING 1\ RETEST 1\l'PLICI\TION .
1\110 TIIB REQU HmD FEE. ir YOU OISI\GREE W ITII THE: RESULTS YOU
HIIY neQUF.ST 1\ IIE/\RU1G Dr::rORE 'CIIl:: BOI\RD 0(;' SUPERVISORS, PENN
ronEST TOWNS II I P. S,\! 0 REQUt::ST fOR 1\ RETEST SHOULD DE SENT TO
TilE PENlI FORI':ST TOWNSIIIP HUNICIPIIL DUlT.nmr.. BOX !?1-B &T1\R
ROUTI::. JIM TIIOR!'E. ['/\ 1827.9. IITTr::nTIOH. SEWI\GE:MID WELL OEP/\RTHl::NT.
51110 nEQueST FOR /\ HEI\RING .IIND IUIY SUDSF.QUl::l'iT I\l'PI::I\LS .nEL/\TEU
TO 1'1115 SEWI\Gl:: PERH!T 1\!'I'LICI\TIOll DEfl1l1L SIII\LL BE: CONDUCTED
rERSUI\t1T TO TilE l\eT or OCCEMBER 2. 1968, P.L. 1135. 35 P.S.
SECT 1m. 11301 ~ seq_. IINOWlI I\S TilE "LOCIIL 1\GENCY Ll\li." TillS
FlEQUt::ST/REQUE:STS SIIOULO DE Sl::IlT TO TilE PENN FOREST TOWNSHIP
1301'.1\0 0(;' SU['ERVIS0RS. DOl{ 51-13 STl\n ROUTE. JIM THORPE. PI\ 18229.
.
PLEI\St:: DI:: I\DVISED TlIl\T UlILESS YOU POSSESS II VM.ID PERMIT
rnOH TillS OFfICI::. I T IS UNLI\WFUL TO HlSTI\LL. CONSTRUCT, REQUEST
COllSTtlUCTIOl1 13105 on I\LTER II SEHIIGE DISPOSI\L S'{STBH on TO CONSTRUCT.
RI':OUEST conSTRUCT ION 13 IDS FOR. ItlSTI\LL OR OCCUPY}\, BUILD ING
OR STnUCTURE E'on WIIICII 1\ SEWI\GB DISPOS^" S'{STl::H IS TO Bt:: INSTI\LLED
fl5 RCQUIRCD D'i SECTIOlI 7 OF TilE PENlISYLVI\NII\ SEWI\GE FI\CILITIES
I\C'1'.
YOUR TRULY.
~~~- -&:2;-
HOLMI WERNETT
SEWIIGE ENrOnCEHl::NT OFFICEn
01133
Pl::NN FOREST TU""Slllp
cc: DEn
12,'02,'98 liON 13: 40 FA.1
-..---- -,.----..
...
~~~:n(/A~A. SITE INVESTIGATION ANDPERCOLATlON. ..
';~' . "T~STR~P~:lIjT fOR 011I::- J. . I.~P:?S~~,?~~^~E ..." . :.; :)r;;"
Appncatlon No, ~::!- MunicipalitY.' \ '~O\I~ ,~~..": ,';
Sit. Location / CJI VJ ~ - JIr ., . .'. Su6dtvlslon Name 'I ' " ,"," :~ "
. ' .'
o SUITABLE Soli 1'ypo Slope 'Jl, Dopth to Limiting Zone I' Ava, Pero. hate
o UNSUITABLIi 0 Mottlln.i. 0 Seops or Ponded Wetor 0 eedroc,k 0 Frectu!uO coaise Fragments 0 Pale. lIato"
o Slop. U Unstablllz~d Fill 0 Floodplain 0 Othor ' ' $-" ,
"
.lftSTRucnONS FOR COMPLETION OF THIS FORM ARE LOCATED ON THE REVERSE
SOILS DESCRIPTION: (] C. )fr. . -).'; f1 ,..;"
Soils D.scrlptlon Complete by: oA It ,/ . l! ~ 1.3 Date: ..:) t./. . .. "
. I ' , ,
oescnpllon of Honzon h Co. ~
IncM.
o TO ("
- -
J3IA<.oc.. ::!) - c....~ I...
.#tVJ+'
_TO_
f(eo. ~-ko""1 i3b<.-.) c.~L. ,::;~ re,AtJl.!:.} t/~)
1. --/, .8 ~~....,.) Co - L.. VF;4. 1=, LitM, rot., .11/3/$ {\1 O. ~..,.
_ I J'
~IE:.<'\) Wh~ A~ 7..'L."
o~ 18 U*MQ
ZaM:
II . tr.cMs
~TO...!.!..
..!!....TO.:!-
'"':-.... ::-. I I ::- I) . ..
u-rv - ',':
_TO_
PERCOLATION TEST: ...
Percale lion Test Completed by: Date
Weath.r Conditions: 0 Below 4O"F 0 40'F or above 0 Dry 0 Rain. Sleet, Snow (last 24 hours)
So~ Conditions: 0 Wet 0 Ory 0 Frozen
A~ldl"9 Readi"9 , Ae.s.oil"g Re~din9 Ruding AUdiNJ Rudlno Rlodln\l
. .. No.1: No, 2: No, 3: No.4: No. S: No, 8: No, 7: No, 8:
ftlldinO Inaws l"c"'" '"che. lr.enu 'nCnM l"eMS Inch.. InchU
1101. No. V.. No Intltr#Jl o( d'o~ 01 drop 01 jlOD 01 drop 0' dr::Jp of drop of drop of d,OP
.-
f" , ."
.-
.", ."
.... , ....
....,...:.
.n , .n
/OIJO
.. 'W.,.'lIml;";nq in 1lI. holo " th' ond 01 thl n".' 30 m'nUIO p...ollel VIS, u.. 30 minotl ;nto",.I: No, un 10 m;nU1t In.-,,,.I,
Calculation of Average Percolation Rate:
\
.
Depth
of Hole
.
-
-
.
-
.
-
.
. .
-
Min
" iiiCh
The Information provided Is tha true and
correct results of tuts conducted by
me, performed under my penonlll super.
vision, or confirmed In a manner approved
bY the Department.
Hole No,
Drop during Perc, Rate as
final period Minutes/1nctl
.
.
151
oJ/aJ~~ <. -:Q
5."",,9'" lI"Ii~.".nt Otf\car
TOTAL OF MIN IIN -
TOTAL NO, OF HOLES -..-.
APPLICANT
..
12o'02.'D& liON 13: U F,U . . . " .;, '.
_.. __--;--'_' - - - - I". ',.,". . "0. ~
'. . ;........ :SITE 'iHVESTIG.ATI6'N' 'AN[j.,~EitcoLA lioN:
, .' TEST REPORT FOR ON-:-4L~T. L'oF.:SeWAGE, . .
':': \,;,:,;,,::,,:,;"~':'~." ,.~'i ,.?! ". J~::'.:.H::':':")?;.H~':":':,\ ' ' :: ::"",;,;::.]5'.t"~;'IIL'~ ..',:,.
I ...I?n No,' ..1 " Mu!,!c;l~iallt,"'., 7'" ~ '. ,s.IiJ!gty~<H'''::'JO~'''': ..'
. ;'lacetlon .' ,'. ~.;.,.I.... '. ubdlvlllon. Nam. ~ ,~ ...',' '
.;. .' ", "," "..". I' ,", t ':. '.... ' , . . , .' :':,7.
.J SUlrAe~g . Soli Type' " ". Slapa " , ' ."" Depdl to Umltlng Zon!! " , Av~. Plrc. Rite " . ;
:J U""SUITAB~E . 0 M<<?Ullni..O SeepS or Ponded Water 0 .Bodrock Q Fracturllp <ialrsa Frlgment. 0 ~Ira, Alt....
:.. Q Slope LJ Unstlblt1ud F11I 0 F100~pI3In 0 Other , . , ,.
. \0', '. . ..' '.. ,', .'.: ..
'.
.. .
.1ilI005
,
. INSTRUCTIONS FOR ~OMPLEl10. OF THIS FORM ARE LOCATED 01 TltE REVERSE
,OilS OESCRIPTION: . ..' ~ . : · Jr. . " I
So~t oucrlption Camplate by: . V, If It..t t.". ~el3. "Olte: ;if t 69, .
Incl... .. '. . I Oucrlptlon of Hbdzon . Co. dJ,.
JL TO..!L '8IA;~ S-G.c. ... ' ,
. ." 10" . "
.:L i-b.JL LfJed i.3~. I ..J' c.- L--,--s:"1 f!.Mo. 'Fie :....nl~ ',iI;;I;j, ,,:, 0"
,
,0. ....
"
IlIft!I i. tBMII
,Z-,)
: ' I, IDe'-
,
, ,
.11-ro'2...
'.0 .
,.'
",1
.-
,......
_TO_
:.'
__ TO _
,.1" "7:>s,q~tfO
....
PERCOLATION TEST: !-i: :.:' :' ,.', ..
Perenla~lon Test Completed by: . Date
Weather' Conditions: 0 Below 4O"F'0 40.j: ~r abovo 0 Dry 0 . Ralli, Sleet, Snow'jliit 24 hOursl
Soil Condition.: 0 Wet 0 DrY 0 Froun J '.: ::, ',. '. ',: .;; ;~.:: . .: '.
..
, AUdIno A..tdfrio R"d'n~ i.. R.ldi!1~ k! AI.dlnO R,IdIng . Atle'''Il ReocllnQ
I
. .. No, I' No.2: No.3, r; No. A! ;!, Ilo, 5' ~o:e! . .'lio, 7: No, I:
'I R..di"9 1"cl<4S Inc/'oO' InchlS Inch.. ~ 1neM-s \ . : ''=lnetW. ' Inch.. Inch..
~cl, No.. 'in No '"W'fll of droo old",O of <lr00 01 d",o 01 dn>o ,I';' d;,;O " 01 cltoo . old~
.. I
. ;..,..... ,
-- p'
. ... I ... ' .
.-~ , .. ,
... I ... " ' .
--
.I .A'_
1----
-t- 'A I'" . .
-c. '. '.. '
10130 " .. ..
I' 'Wil'" remaining"" the h0l1 U 11'\. 'M of tt'ie On.aJ 30 minute gtl..o.t~l '(n, utA 30 mj.,utllntftV~:
I . '
Calcul?lion 01 Aver8ge Percolation Rate:
No, .... 1 0 'minu!l k>teno,L
-
.'
.
D'!pth
01 Holo
.
-
.
-
.
.
-
.
.
-
"
J
",-,
Hel~ No,
Drop during Perc, Rate os
fi"al period Minutestlneh
-~~
.
Thllnformatlon provided is t/ui true end
correct resUlts of tlSU conducted by
rnt. performed under my penonallUptlI',
vision, or confirmed In I lTUInnor "pproved
by the Department.
. . ."
.
.
.
.
.,.
---:'" ~
Mln
-
lile;,
1
. ISl
/;l/. ~/J ~
s.....~ ll.,.l~-:,"'~ Otfc.tt
, .
. .
TOTAL-OF MIN fiN - ,
TOTAL NO. OF HOLES -
,;
A~P~ICANT
........L .,~ ~ ,. .,. " ~ oJ \ :.~:;..X:-i~"f, ;~1, ,.. ~~'ii~~\i.~~~;:,.l?l'D,lI'
, ~ATH' ~~ ~77 ~-'7 tz.; 7. ;...~~' .r':...;,"', I I 1~~~:'l:B'~~'Y ,1'rJ Mi \
rK7 ci4.... ..ffi~~ "7':; il... .~ ~ 'l. .~ ,1',-.' 'S~~.', ,1(. .' , '.
,.". 'OJ I,'~ 'I ~ (. . .. 'ILl> I. ,....Ir ','Ira..
~"" <I... ~ "I.'f I~~' .. " '~~'''' . 1.~\:'lIl ...
15" /",n .1f.n ,,/.i ~;fl-17/~ ~ 7 7 1. .~o I~/ll[ n." ~ ~ ,fs: 1\111\~'.
J':' (.,1.3 It..n t~1 (,73 1/1/J 7/l~ ~ 7"1s 7.1. t7,,'l.t ~~. U1~ ~I '.;, ~
r- ~# ~.~ 7 ~.I IIz.'l1-,'r<.i"" fu
~ ".off:" ~~ ~~' 4.7l "0 0 Z~llJ,;~ I/.~~~~~ ~ t~"I~ff ~J I.
3, HI, 1.47 FS-" 'NtJ ~?, 1 :;':-( ~ 7l4, 11~14- /L1)~ I.' 1 ~~. 1- ,'.
~.' ,n "8 '!i7 7~'1 7" 1- 7fy.\~3 7Z,7 12.1(, It17 ~ ~ I~ 1tot-lI:
7 ' _ Iri~"':;':':' ~ ~ ,.J..J~
,: ~ \q J1 ~ ~ ~ 7N 7. ~..l'~ 7lS ~ I/.n 1'1. ~J 'I"~ ,UJ'..J!U:
:; f ,r , 7 8 1 7.$"/ ~oi!.~71'-/ 7?'-'1 ~~t. I~ ~ 1 ~' ~r;l
,::; 713 7'JZ, '9 ~ 7S't!. 7~/ ~ '" 7J~v' \,.g. ~::i)O~ rsi ~ :;, S :'II,:t~:I.\t~ ·
14- h 0 7'>3 7~ fJI" """;3! '\.l'f L,.I' 4JTv.. "
,~c "- ?/ ....... ....... . .nl>l9 'VI 'J'1l:!' 0
IG. 71' fl 7.>f- 7,r} 7, .~il '::',,'" 1~J.!'i'{",>i.v. J
III 7 75"S-".f(!. '-, <. 73'1 7.JJ ,,~~ \i ~ 1...lbl; ~ :
.' ,,1 & "Pi 7.r~ ~ /?-.$ :'&1 . 7 i{l . ", 'M g'I~/t Wj ''-.J
\ 1. ' . . 11 ~..... -L C~ . .'\~ .
\'1 oQ ? ~ :\ _ 37 Z ~ ~ ~... III . ~
,8:J,0 1" 00 ~ 1,; 77(, ~('8 1 1 ~i 't,'4'\ ~' ~ ~ ~.J
\t,e't-\" ~ f ~~ 771.~ (1 I" ';f4:;j OQ'G'b .~ tIC ,~~ ~ .' , ~
t, ~ 11 Olel, ~ 7n ,I..IJ..... ~ ~ r ~ '" p', .
~1-'!> il'- \......, 'li cbO III ''8<', ,r; .," ~" . o!i I~~'f.~_ :u.:T,~1 .~
. 'lJ1J ~ ~~'~ ,,0 ~ 18.., ;v/...", . '4~~' ~
, ~"''/oV'/,)"': '/)0 ~'~0 'IJ'1'" .,0\ . \..\1 < fi.~0~~,~~hj ~\I '
,b UL TI-~AMIL~~' ~",y' 'Ioov. ~!( XI' '-I&- -
, _ . ~... ., ,\0; '1Jo, ~'\\ nIl '
, , D.W E L LI N G '0" 0 to 0 o~ ~ ~.. I)"'''' '\;.~ ~
. l~,' ,.' e''O-.\ ~bl,j'IJ~t>~~'i~~,'
: , (.,,,~, a;'V; ~~..v, ~o.?" ~\~':;
."; N. a" I( ~~i9 a, ,~\I.; . ~\~~
I 'X, c~) ~ ,,\:,.. '. '"" n'
Ll1;r ~~-. ',"-- i:.. \'{'; ",=~\o" r ?/\''v'' ,
....., ,.."f :-...f. ----. ~ ~
I Ii'!. '~I' \ ~1'7' .,:' 'f' PICNIC '\'1,0"1 . ~.
.J111 ~", -~~ r.... ..:~ / - 111
I - ,r,;'" . -.
!I!~ J 1':' .1 .",?;" ~~ . '0 ~;'" . ~,,;:"'" ...,> L ~~1'~ Xl; .'
,~ ' ,0 ". ~s' \ '~)r~ .~'\t o,"'""~'~\.~ .
'I"'~ I1V,,\ ',' .~. , "\ \ ..'" il'
n44- f", \' 'l. I ". I' ~ "",~ ?J'>:' '\.I ,,';7 1.~ o...1J. ~" ::.
/7.- ..: 11". ',17~ r' ~~ ~~ /1" ""t.'" 0.,1; i:. . \'~
_1 4)' '. \1 .' ' ".;P{.. ,~~!( "o,J ,!i:l\ ,I} '. \ ..~
TJ 17'" ..~". t,1, ~~" ~ ~, ' . ,~ t'~V.,
. 7ffL" l1J:".I"l "~ ,'It .\ 'II. '..: ~ 'J ~1;1, \ '-,
,; ~. ,'. _. _' 'i.q ,. _ .'..,. , . . ",; ,~,J - ,." i!.' 1'/ "'...
" ,: _~' "~""'Y.(Y:.r~i . .1.' ", ,,' . ,1 ,'. ' ..'. ~ ", ".."" ". '~~ ,~~,l ,.,.,"t',< ~~ \~J
. ""/, '7~/" \.' /. .\)'. ,1'tl ..1'.,,'. J~' 'I. r; ,.~:> ~ ~=, \
!;tlh ,,' '. . ~I' V.',,- r ."!, ,r " //)!..' of' ',' ..' \ ,~' '). . G Yo \
'I .... ~.... ",,' ~. . 41"\." t'o.'\ .." .-4, ~~~~ ~ . ~ .
! " .~1/.''!.0 \V:l~ VIm .," , '.~. J, '" ,",{ I" 'J _ ."- . ", v . .~ .~~t :. 'i I
," ..1.10,' :r. 'V(,:,.'...' ;I.'p ~ \ ~"V~ ,',1" , ,,-IJ ~;p-' '. ~~.
',;\,1\ \j'\'/'it' V/~ I~t:'i ","' '-.' .' .~./ )~;' II') ,Y'.~ ,;.1,' , '.,'.... ';"~~" ,,'. I"'"
\ '; :, I . .'?La' ," /. ." II '.,~ \. '\ ," ,1' '.~.~ \'. '" . .17~.
-1. ,l':ill; ;Ifi " "1 ' v' \ · ' . \9 t, '"
I:;;;} ~~' >>' '..f. \4K&;'.;.:i:>' " Y{-":\/' '" '), '. /"" 'J,N.\~..< ' ' ,
-t:~-",,~ 'J.~ -.; h.~ ".-,.,'"'' ..\,. .' I" "f,' .,C ~v.i .;0.'
~ ~ ~ ~ ?! ~ ~ k.!/JI) ,". "'lre ,r ~;~'\/~ ~"'J .'" . "le" .\.>;:1 \~ IX\
> ~ '" '- " " '" ~ 1771 .';.' ~:.. "'< ,;/ }~,,~~~. .Y, \J't-" ..~ 1, "j'i,/\~" : ~%~~
'/71 COMMON /~~ '~'l,~, 3 <1;.... / .' ~~~\; \ ,'.~"", \ ;/. ~ "o,'f,.;A'V . ~.((~
'9?2. PROPERTY.. . -:- I ':- 1',:y:J.,,/.~~: . - " \ . ~ .~J' %1 ~ ~,..t.
11, 'n:...,,'\.. ,V'.;,I] j(.~. . JL',r. . ~ ,~ ,0 ~.t!f..I(-. ~'\~'
~H . --;::; r ,'J7S ~~Z { r.; " ,o.,'V: ',' Q, "'~~; /I( . \,,', ' .... t"l ~ \ " .~. .
. ~..... 1/7~(, ~ \ .~\Y ,~\. 0 I~' '~i, ~ . \'" I\'l~ ", ! ' :
"11S ~ (/~ft. tt ~r ./Ij ~ ~ ~ :~~ ~~~J \~ db' >. It:. ~..~
~~~ ~I!,I ~ t, a; ..\ \lbJ, '.~ ~ \ ~ ~'b :>Yr;:; \~,'~\~ "~Y' J'~~. 'It . lo"""
~\~\~\.'~~rvt8"O r-;r" "o,'.lJ ~ A~'V:~"~~.y O~df2;. .'II~,' 'I~.~~'}...""'\,f'.' ...~..~,.,. '",,~
......
\
\
_I F\l
:RVE
'--\.
._;.~'~\
'~~~ '~l\'(
; cy;i, \
. '6, ,ooA
~~~
"1x.~ ';
, ,
tll~~.
It-oj..'
~ \1.0'
~ Il tJl
I.. . 11
\ ~t..
,l,,\ \'1.4' !
'. 'I.'ll'(!:,
. ~ .
"
Jl.'OJ:~~';-:IlO.~ n:n FA!
," "
, .,. . ~
. ,
~
. "'0
'-nb che .aid Granlor Will
...., . properlll hereb" tonv.".d,
.: ;In.1l'lh..... )p1/,uor, Ih. .al,l Gronlar. BROIIDSCOPIl. INC..
hat tau..d Ihlt In,l".lu,. to b. ueau.led blll(,
. I'ruld.nl, dulll alCllted bll iI, Secrelarll and III common or corporate
....~04l.to b. afTl.z.d the dOli and /1'0' jI"t ahov. writt.n,
""~~'~~:~~"" DRO SCOllE,
.. ,\~..., ,. ~:..-" .
:~..,.. .. "......,.
....1 I' ^ . ",i
...:" '.
,-1 I'
i. -; \ ;
\~'.'" ..... ,0,; "
......"f', .......~, ..~
!.-l,;,...."....')..,.....
....'."'IIMIIII\'..
'~'Gf':'lnm..n""..II~ ..r 'P'"I"lIlunnia
~..ttlll\! of
Warranl npncLlIlly
1710
rA..II"/(L1....;
(/
Sucretary
Cl\P1lOl
} ...
EVDl 3 -11 lAtE 138
Ori Ihll '\'.'enty-sewnth d.~., March 01....0 D.mlol JI 7. . &"0"
~" ,J.. ,urucrl"',., 0 notary public ,.. on4 lor ,tJ(d CO",,,,o/uVfalt,\ fln4 Co""tL',
'1";;i,,"~im4lIJl,.PPf.'od N. Dale UfCellran '
....;';,..'~~:N"o.\O,.dt'" Id",u'!lo 6. rh, Prelldent:. of Droad.cop.., Inc"., ..,
i t~~rOlif~~~t(o", aM that It, Of .ue" President I lIrI", auChorl..d 'o'do '0,
l.ki:.f',:\'':fUh''''~~; /0"'04"', ("'t"",,,", /or U.. purpouJ ,A"d" eo"t.'n,d b~ ",,.'nl ,A, Mm, 01 'h.
; ir: ~ ' t..o flTp4r'otid:. .&r /r./"...Il ., Pre a1den t:
!., ", U ./,?i'
..i,\'..,.J\<...., ~ ..'...q
",:' -k ('>.. .p...... .0:... tt/1.VESS '"~ land and official seal 'he doy and v.ar tJfortlrs'd.
\.Oi.'I(~r~.\." v'i'.l ,,'rtlA J. '''''L W...... ......
:'.,,: II'//{: 1'\)',.'" .'....,.. '.r, c..,~. '" .... -t, _ . ~. n, /J./ A A
.,; ....,,;,,;...,.,.. t.I, 1:.,.....;.,1-. (...:,., '4.. n ,.,. I J~ ;' "-y'~
..'" - ,; .':')' 1!in.~\t ~nlif\\ Ihnl lit. prte1,.. "dd,e.. of the ~'anl.~ s h..,eln il
312 It1Thercy Strl!<!t, CatasalrJUl' , FOM!:j'lvania 18032
A'Uo"UlI (or
...
,..
!::!
, ,
.') U ,..
". Z ~ "' <: :1~
~
. " i
~I ,. ~
.. .. ... Q
,.,. '" ~ ,....,~
Co . ~ cn~I""
8 n -'-1 .J~
III ",..,,\ "'.... l';i\il
~ ~ O:~' 'i
~ .,. 0........ '3
0: '" ':l
'"
e
Q!,,,nmollullnllh of -nmnllllll1nnin }
. . 1'" t\.
~olllll\! of c;,~ '
l\lto.b,b I.. HI'. 0,']1... for R...nrdin~ of Detdr .n and for
~ C,.~ in D..d Book
pot. 7J 7 Kia.
~ilnlll. my hand and ..nl QI OlJl.ce Ihi.
da~ of ~ .fnno Domini J9
frl ~ <9+tY
,Vo, .3 'f 7
.J
7r
Rtcorder
com.rn:nSIGSED:
_. VI LEllICIl VALLEY TRUST COMI'ANY.
U (Allul,Q.nl TUnlf., A,tnl.
] '. D,.~.Y_.A'!::^.:2::-!:_'_~' --.
I 00 . ...._ A"thorhfJ omu'-.
1._ ~,.;.~.~: ';~' ,. -. '- --~' '-i'-~11 ;:: '.:;'l'j' -g 11 ,,'02] ~ ~ ~
...,........:\, Ira.....;. . -g 0 r1 c1'O.c (J r1 u...... _
, ..' !',O-::'-. u';:~-'-....a-t.:> C
:', ~'i -< ~.:: .:g,.,j,~ f..~ ~1~ rS~' L..
= ~ . >.. -. c:': ...c '0 " 0'::: ",' ~ ..".
I .....~ -. . '. ..~.. i ==. . .....0.. " ~ 0 .::: k'_ U .;;.
OJ _ I'" ~Vlt.lUVle u':_ r::
.I~.' ~Q ,,';. .:.' ........,~- ,t .-':1" '~'" \::J ~ -::..s. g' E ] ~. f-4 .~.. h.O
, ... ,.: I ; ". ~ ~ ? U';jj 0 - 9 .~ ';;;
I 0 " \ !:' .:::! \,: 1, ... \ ~ .- ~ ..c ':- U \t: - u'" ',.!!_ .__
'.I'._~ ........:i.. "'0 '. U " "'. ,.!' ... .::..0 ,- o~ u' >t u u ..
-. _ .. . 0.... 11 C '-_ r:: ~ '"'""=' _" .--
~;"!:D ......... , .!II:.... : ---i- t. .~ '..c.. .... 0 c.-:: ~....... ~ c'"
. '0 ='" .r-,_: " .. W,j - - - r1 r1 ..;;; ....
, u c '. '. en c::::: u _. - - '-'
":IC::'''~'' .. ... i...-!.... .""=' ~''::'" - 0 ~.~ ~ oJ_ ~
i." \~ ...... '.: ;0. u-o'o- -
d I . . ~ :.. '.. N t.o. _..:.. >"U > 11 '"
[i'~'.~:"-~"":s:-' 'ri . .....j: '~L"5' ~ .~.~~ ~ ~:rt... 'u'~ ~.~
, .'.: ~.::>o .: :' ~u .... '. 3 .... _ t - : r1 Z -..: u ..::: VI. 0 !!,,''5''O .;: <
. ~ _ _ ' . u .... '> oJ '" -
~ .,_ ._ ' \~'~ C ~ : <. _'_ .- - ... - III U ...
~ \''''''-' . ' ~ ..:. . . -" ~ - tJ ..... u 0 = v_~
. .. : "'" _r1 0... UU
I,' ......... G2 ~. !:,':.: : ~ ....:; >. U III Vi u r.n ~ .9 .~ ~
. - -:.~ ,-". . C) z;z: . &IL. .... C VI:::' u .~
,". :'. 'i .:. "'" >< ; -.rr "E .- ~ u 0 > '::: r1
. U : .... ,0 "':l ",".2 0 ::s..= ':i 0 _ .'"
:r " t.C "----' ~ ..: .:J,l : 0 U ~:: ti.:: III - ~ ,:) r-'
._ r---a Ilro ..... )00 . _ ... u oJ ""='_ -= n
....:: .:, 0 .. ~ .: : ~ L... '"' U t: .'" tJ '"
~ P--C u z <C1 :::; r- 0 - .- .~ ~.~ 'a.~ ~-=
.tJ ;;0:':' '~:I:-\I'l"~'"'otJ-~n-
. ...~.. . ~:c :.. W~ '-' .5 ~ :- ~ ~ -:: '"" 0 =.. ~
:&I Eo-- i z: _ ~ ,;; ::; CJ CJ - r-
~ CI) ~ t.J..l: -..J ~;; ~ r; ~ t:: ..: ." -
bO ~ Q ~~: ':.J - = r: III n -:: 0 :1 r: =
.!1 . ~ :; t.zJ :t:::_' ': ~:,:': __ ~ ::'~ ~ .~ - ~ - u !!.~
.... :r c::: -l . -' 2 _" ,0_ =:: ':f ~ - :_"
... B - ~ - _ ~ t1 0.: :: ~
...0 rT" :.: e::: < g.; f.,&J ~ u ~ :" _ (', - - :::';:
~ t.zJ ~ ~ =u~~>.-
~ ;:." '" ~i :::.. -= ';:'5 c - ~ -= .."
"'~..... u;> :II~;n""'':.J:
_ t.l.l ~j:': 0 0 __: ~ III ~ :II :- :'; r:
'J: 0:: ... ~ ~ ... I...::.'~ _ E -= ._
O :: c..c E ~." ~ t'. ~ - ~.;: : :11 U
~ : ~ .~~_~. ~; ~: ~ ~ : ~ ~ ~ i ~ fi ~ ;
-.:0 ~::+::.:.: > .r. -:: v 1:'~ .= ~
<C ~'" ::- ~ ~ ~ - v ~ -"
Z :r. w: ~_"7" e _5 ... - ~... 2: ....
z i=: --"..... - _~.~ ~.~~ S:-::
~ ~ ~ ; ... (/) - - - c ~ ~ ~ ..:: .;;; ::
<~f ,::_,' ~ ;; 'll..~" ~ ~ ~ ~ E : ~ .~
_ __ ~~_~"'::_':lnr::u"'::co
;: _~:;;. :II 'jj l-o _ _ '11
~ C ~ 2 - ;; ~ u t ~ ~ ~ ,,,,,''',,,''''-,
......- !;:rn - -2 ~ 1: ~ :0 0';:: "",~\ COf,fp;---__
" ;::.:; - .~ - -:;; '-;; ~ ~ \/...-.;y"~ ~'-,"")--"\
)--( _ ~;/l ~~~:::-;:\\...., "'--~ \-
~ ~ ~ :: ~.~ ~ ~ ~ ~~ tj ; ~ i # ~ 0 \
~ Wz ;: '''; '-: ~ ,,, ~ .~ ~ .3 i. ~ ~,~ ~ i\ g! ~ ! C\lm )\ it: ',~
~ :.g ~ ~. ~ \
'. .~.~ ~ J ~l:~;~;\(~~~",/
. ~.,..., . I/~ :- : =-:; ~ E.~ -----_!t11^S~"",.
<~ ~~ IJI
~. -2j,P- ......". j -q ---..--"
7':i~vg lV~OllV~ ~,,^ 1l'J'111V. 3f11
(,/ .,- .~]({::t.:'~I:JJ {
9 :\ ;: ': ~~'f
II
:c
oS
II
....
C
oS
..c
."
"
l.tJ
I
l.tJ
~
U
-
l.I..
~.
.C::
\l.tJ
...u
>-
c::
<
c::
o
c.
I ~ .
I"
:i'
"
:'
-
,-~~
HI
1 . ~. .
'-I .1'.1
. . 1 1 - . -"~--:--:-.._~-''-'C-._- -....
-
. APR 1 '2 \M~
..
.
~
.
r::
o'
,0
...'....
,..-
. ,
~
-
c
"
.~
~
,j
.; ..
~
~
"
- .
" ::
"
~
.=
t r.
" -0:
.;:; 'r. ;};
..
~ "
" .....:
C .;
U ~
:r. N
" 'r, ......
'.' ;;
r: .~ -'
- \
a:. ~
a.
~ > ~ <1;
...
.~ ;;
'-l 2:'
" ~
:,; .; c
I
.,
.. _.._--....~'.._-.
-----
/"'
IIV,IlO9 IX. (7.lll
COMA\OHWIALT" o. ,eNNSYLYANIA
INHUIfANCt TAX InUIN
aUIDIN' DICrDlNT
SCHEDULE "F"
JOINTLY.OWNED PROPERTY
ISTAfI 0'
LONG, Helen H.
.ILE NUMIIER
Joint tonont(I)'
NAMI
A. James L. Long
ADDRESS
3814 Hearthstone Road
Camp HIll. PA 17011
RELATIONSHIP TO DECEDINT
Son
II,
C,
Jolntly-ownod p..porty.
LmlR
ITEM 'OR DATE TOTAL VALUE I DECO'S DOLLAR VALUE O'
NUMIIE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST
flNANT JOINT
1. A 7/25/9 CoreStates Bank, N,A. - $ 53,124.43 50% $ 26,562.22
Passbook savings J\ccount No,
83-086053-03. Principal:
$52.589.15. Accrued Income: I
$535.28 I
I
2. A 7/25/95 CoreStates Bank, N.A. - 45,085.69 ,50% 22.542.85
Checking Account No. 0030767- I
160. Principal: $45,064,74. I
Accrued Income: $20.95
TOTAL (AI.o onlo' on lino 6, ilocapitulotion)
(II more spac. ;. n..d.d ins.rt additional .heets of some size)
! 549,105.07
,
.....
.......
ti+ .;.
. I
-..... . -/.
THMmgua.rd:.ROur
JAMES L LONG
3814 HEARTHSTONE ROAD
..
CA.\IP HILL. PA 17011-1-125
October 10, 1996
All A"ount5 wnller A';';Oull! NUlnbc..:
09896427966
Helen H, Long &
James L. Long
JT TEN WROS
Account Established: 10/02/95
Dear Mr. Long:
We are responding to a (mer from Lisa J Giuliano, of Weaver, Mosebach, Piosa, Hixson &
Maries, requesting the values of the above referenced accounts. As of August 8, 1996, the
number of shares, the price per share, and the value of each account were as follows:
Fund
Wellesley Income FL:=:d
Shares Price Value
513347 519.97 510,251.54
836070 525.43 521,261.26
1,698 366 510.14 5! 7,221.43
Vanguard/Wellington Fund
VFISF-G",~l-\ Portfolio
Accrued Dividends: 5:6.49
VFISF-ST Federal Portfolio
Accrued Di\idends: 56-1.14
5,059.967
51009
551,055.07
VFISF-L T WS Treasury Portfolio
Accrued Di\idends: 5: ~ 09
995 093
5983
59,781.76
\ .:":'.\ ~.: "
! I .' .. ..~ ;.;:'
. .... _. .
..... .."-'
00111080
."..-;.:..:":' ....
"'"'I
--..
"IV. tll:llX .12..71
COMlI.\11l'b't~~~~~~r~.NI.
ESTATE OF
SCHEDULE J
BENEFICIARIES
FlU! NUMBER
21-1996-0863
Helen H.
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
LONG
ITEM
NUMBER
RELATIONSHIP
Pt'edeceased
1.
A. TIllIblo Boquosts:
Lawrence A. Long
predeceased on 05/11/95
50% net
residuary
estate
Spouse
2.
James L. Long
3814 Hearthstone Road
Camp Hill, PA 17011
Linda J. Harrington
58 osage Road
claymont, DE 19703
Laura B. Harrington
58 osage Road
claymont, DE 19703
Son
Daughter
40% net
residuary
estate
3.
Granddaughter
10% net
residuary
estate
4.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Chalnlble Ind GovornrroenlaJ Bequosts:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (AlSO onlor on hne 13. Roc.CllUl.hOn)
(II marl spacI Is needed,lnsert .ddlUonal sheels 01 same size)
COpyfIQ"I(C) Ins 10f'" toll.."" O"'Y Cp~"t....,- "C.
s
':Ofll'l 1500 Sc"elfwl. J IR..... 2.111
0.00
~. ... ...
C'
Register of wills of~ county. Pennsylvania
INVENTORY
also known as
lIelen Long
No. 1996-0863
Date of Death: 08/08/96
.oeceased Social Security No. 180-09-9788
Estate of Helen II. Long
James L.' Long
,
Personal Representat~ve~sj of the above Estate, deceased, verify that
the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the
Commonwealth of pennsylvania of said Decedent. that the valuation
placed opposite each item of said Inventory represents its fair value
as of the date of the Decedent's death, and that Decedent owned no
real estate outside of the commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I~
verify that the statements made in this Inventory are true and
correct. I~ understand that false statements herein are made
subject to the penaltie~ of 18 Pa. C.S. Section 4904 relating to
:::::::y~alB:~' te'o~t\.'3\ .u~o""... JLL'I 'I"... --( ~c.....-
s~gna~ ~ per{)"1:al Representat~ve s~gnature I
LD. No.: 16146
Weaver, Mosebacn, Plosa, Hixson & Mar1es
Address: One Windsor Plaza, Suite 200 Dated
7535 Windsor Drive
Allentown. PA 18195-1014
Telephone: (610) 366-BOCO
{II 11./1 q7
oescript~on
Value
Personal Property - Per Attached Schedule:
$ 0.00
449.29
Real Estate - Per Attached Schedule:
(Attach additional s~eets if necessary)
Total:
$449.29
NOTg: T e Memoran urn or rea estate outSl e t e Common~eaLth 0
pennsylvania may, at the election of the personal representative,
include the value of each ite:n, but S1..<C;, figures should no,- be
extended into the total of the Inventory,
en - oGJ
LAW CrrlCEB
WEAVER, MOSEBACH, PIOSA, HIXSON & MARLES
THOMAS C WeAVeR, -.lR
BARRY N M05COACH.
MICHAel J PIOS,\
BOYD 0 HI)II;SON
BLAKE: C MARL[S
~OHN F". HACKER
DONALD C. WICAND, oJR
THOMAS C. R[lll.Y, .JR
WILLIAM H. DAVTON. ..IR
DAVID 0 KNERR
ROBCRT ..I. HOBAUOH. oJR
PAUL D. NORTH, .JR
THOMAS A CAPEHART
ONE WINDSOR PLAZA, BUITE 200
7535 WINDSOR DRIVE
ALLENTOWN, PENNSYLVANIA 18195-1014
(610) 366-0000
f'AX (610) 366-0001
January 14, 1997
. ...C....I" 0" "'.. AND N..I ..."
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Helen H. Long. Deceased
Dear Register:
OF' COUNSCL
T"OMA5 c. weAveR
WILLIAM H. tCKtNSBtRGtR, .JR
MURRAY "'ACKSON
Enclosed herewith for filing in your office in connection with
the above-captioned estate, please find the following:
1.
Original and one
Pennsylvania Inheritance
for Resident Decedent.
copy of
Tax Return
2. Original Inventory
3. Three extra first pages of the
Inheritance Tax Return.
4. Four extra first pages of the
Inventory.
5. Our check made payable to your order
in the amount of $28.00 representing
the filing fees for the Return and
Inventory.
6,
Check No. 8976 made payable
"Register of Wi lis, Agent" in
amount of $1,359.57 representing
balance of inheritance tax due.
to
the
the
00 ~ :oii?
elii'
:=\:: 0(')
{. a
C-' L. ~
,. C- .,1 ,.J
,. ~ r..~
C. -' f-
0\
n. ;-.~T
r- - .0
'.' \,oJ <ii 9-
"U<- i.lt
"'--
~. -'
/_rJ~ / J:, I~
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INOIVIOUAL TAKES
INttUIIAHCl 'AX DIVISIOJll
D[Pl. 110.0 I
IlARAI5IURG, PA 1/1:a-o.o1
NOTICE OF INHERITANCE TAK
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS AND ASSESSHENT or TAK
BOYD G HIXSON ESQ
WEAVER ETAL
7535 WINOSOR DR 200
ALLENTOWN PA 18195
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
05-12-97
LONG
08-08-96
21 96-0863
CUHBERLAND
101
Anount R.Mt t t.d
('
*'
'''-Ihllll'' 111.911
HELEN
H
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V:is4-j-EX--AFP--ioi-:97j--Nor-icE--OF-i-NHER-iiAN-CE-;rAX-A-PPRA-isEMiENT~--ALi-oWAN-CE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF LONG HELEN H FILE NO. 21 96-0863 ACN 101 DATE 05-12-97
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedul. AJ (1)
2. stocks and Bonds (Schedule 8) (2)
3. Closely Held Stack/Partnership Int.rast (Schedule C) (3)
4. Hortg.g../Nota. Racelvable (Schedule DJ (4)
S. Cash/Sank Deposits/Hisc. Parsonal Property (Schedule EJ 15)
6. Jointly Owned Property (Schedule FI (61
7. Transfers (Schedule G) (7)
8. Tot.l Assats
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expan.../Adn. Casts/Hlsc. Expanses (Schedule HI (91
10. Debts/Hortg.ga liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Raturn
13. Charitable/GovernMental Bequasts ISchedule J)
14. Net Value of E.tate Subject to Tax
NOTE:
I CHANGED
,DO
115,00
,00
,DO
334,29
49.105,07
108.675,78
18)
3.307,00
2.263,64
Ill)
1121
1131
114)
NOTE: To insure proper
credit to your account,
sub~it the upper portion
of this for~ with your
tax paYllent.
158.230,14
G.G70 ~4
152.659,50
,DO
152.659,50
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSHENT OF TAX:
15. AMount of Line 14 at Spousal rat. (15)
16. A~ount of Line 14 taxabl. .t Lineal/CI.ss A rat. (16)
17. Allount of Line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Du.
,DO X ,00=
152.659,50 X ,06=
,DO X ,15=
I1B)
TAX CREDITS:
PAYMENT
DATE
11-06-96
01-15-97
RECEIPT
NUMBER
AA146905
AA185077
DISCOUNT 1'1
INTEREST/PEN PAID (-I
390,00
,DO
AMOUNT PAID
7,410,00
1,359,57
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
,DO
9,159,57
,00
9.159,57
9.159,57
,DO
,00
,DO
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FOqM FOR INSTRUCTIONS,I
III
LJ:'
- .,
,. "I ,.-~
~-.J
RESERVATIDNI Eltlt.. of dlcldlnt. dying on or bafor. Dec..bar IZ. 198Z .. If Iny future Int.r..t In thl ..tet. II tran,f.rred
In po.....lon or enJoy..nt to CII'I a (colllt.re.) bln.flelarl.. 01 Ihe dleldlnt aftar the ..pIratlon of any ..Iat. for
III. or for YI.r., the Co..aRM..lth hlr.by ..pr..sly r...rVI' the right to apprals. and a..... transf.r Inherltancl Ta...
at the I.~ful Cl... B (coll_taral1 rat. on any such future Int.r..t.
PURPOSE OF
NOTICE:
To fulfill the requlr...nt. of Slctlon Zl~Q of the Inh.rltancl and [Itat. 'a. Act, Act 21 of 1995. (12 P.S.
Slctlon 9."D).
PAVH[HT:
D.tleh the top portion of thl. Hotlcl and lubalt with your pay.,nt to the Alglst.r of Will, printed on the ravlr.. .Id..
uHah chick or .oney ordlr p.yable to: REGISTER OF MILLS, AGENT
REFUND (CA):
A refund of a t.~ cr.dlt, which w.. not r.qu.st.d an the Ta~ R.turn, .IY b. r.qu..t.d by coepl.tlng an "Application
far Refund of P.nn.ylvanla Inh.rltanc. and Estat. Tax" (REY-Ill]). Appllcltlon, arl avallabll .t the OfficI
of the Rlgl.t.r of Will., any of thl Z] Rlv.nu. DI.trlct Offlc.., or by calling the .p.clal 24-hour
an.w.rlng Slrvlc. nu.blr. far far.. ordlrlng: In P.nn.ylvanla 1-800-362-2050, out.ldl P.nn.ylvanla and
wIthin 10cII Harrl.burg ar.a (711) 787-8094, TOOl (117) l1Z-2252 (H.arlng Ilpalrld Only).
OBJECrIONS: Any p.rty In Int.r..t not satl.fl.d with thl appralse..nt, allowanc. or dlsallowanc. of d.ductlon., or a.......nt
of tax (InclUding dl.count or Inter..t) a. shawn an thl. Hotlc. .u.t obj.ct within .Ixty (60) d.y. of r.c.lpt of
thh Notice by:
AD"I"
ISrRArJV[
CORRECTIONS:
.-wrltt.n prot..t to the PA Olpart'.nt of Rev.nuI, Bo.rd of App.als, n.pt. 281021, Harrl.burg, PA
--.I.ctlon to have the ..tt.r d.tlr.lnld .t audit of thl account of thl p.r.onal r.pr...ntatlv.,
--app..l to the Orph.n.' Court.
11128-1021,
OR
OR
Factual .rror. dlscovlrld an thl. .....s..nt should bl .ddr'..ed In writing to: PA Depart'lnt of Rlv.nue,
Bur..u of Individual T.x.., ATTH: Po.t A..I....nt Rlvl.w Unit, Dept. 280601. Harrl.burg, Pi 17128-0601
Pho~. (111) 781-6505. S.. pagl 5 of the bookl.t "In.tructlon. far Inh.rltanc. Tax R.turn far a A..ld.nt
O.c.d.nt" (REY-1501) far an Ixplan.tlon of .d.lnl.tratlv.lY corr.ctabl. .rror..
DISCOUNT:
I' any tax dul I. paid within thr.. (3) cal.ndar .onth. aft.r the d.c.d.nt'. d.ath, . flv. p.rc.nt (SZ) dl.count a'
the t.x paid I. .llow.d.
PENALTY:
Th. 15Z t.x a.n..ty non-participation p.nalty 1. coeput.d on the tot.1 of the tax .nd Int.r..t ."....d, and not
p.ld b.for. Janu.ry 18, 1996, the flr.t d.y .fter the .nd of the t.~ ..n..ty p.rIOd. Thl. non-partlclpstlon
p.n.lty I. .pp.al.ble In the .... .ann.r and In the the .... tl.. p.rlod a. YOU would .pp.II the t.~ and Intlr..t
th.t h.. bl.n .......d .. Indlcat.d on thl, not Ie..
INTEREST:
Int.r..t I. chargld blglnnlng with flr.t day of dlllnqulncy, or nln. (9) lonth. and on. (I) day fro. the d.t. 0'
d.ath, to thl date of p.y..nt. T.~I' which b.ca.. d.llnqu.nt b.for. J.nu.ry I, 1982 b..r Int.r..t .t the rlt. of
.Ix (6~) p.rcent plr annul calcul.t.d at . d.lly rat. of .000164. All t.... which blca.. d.llnqu.nt on and .'t'r
January I, 1982 will b.ar Int.r..t at a rat. which will v.ry fro. callndar Ylar to cal.nd.r y.ar with th.t r.te
announc.d by the PA Dlpart'.nt of R.v.nu., Ih. appllcabll Int.r..t rat., for 1982 through 1997 .r.:
!!!! Interllt Rllt. Dally Intlr..t Factor !!!r Inhrut R.t. Dally (nhrllt Factor
1982 ZOZ .0005it8 1987 .. .000241
19U 16~ .000438 1988-1991 l1lC .00030t
1984 1l~ .000301 1992 .~ .0002U
1985 U~ .000356 1993-1994 n .000192
1986 lalC .aOOZ74 1995-1997 .~ .aaOZ"7
ulnterllt Is calcul.t.d .. folia...:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.suld aft.r the taM b.co... d.llnqu.nt will r.fl.ct an Int.r.st calculation to flft..n (IS) day.
beyond the d.ta of the ........nt. If pay..nt I. .ad. aft.r the Int.r..t Co.putatlon dati .hown on the
Notlc., .ddltlonal Int.r..t lUst b. calculat.d.
...I
-
<C
~
(fJ
(fJ
<C
...I
0 <: or ~
0 II)
CIl P
0 , 0
I- .... C 11\ ::c
c.. CIl c '"
~N _ E-o
. ~ w m P:
(fJ :r: ...l !: > - P~
~ uP:: til ~ ~ 8~
a: " <: <: ,0 Z P
u . ~ .
~ ~~~o~ II) >< OM
" ~ r.l\..I ~ > ~E-oII).-l
- 0 CIl n. z III ~Z 0
0 15L1. ~ oZl!iH HP~r--
- In ~Oll).-l
O.!12 .J ~g~~~ UP
l"'l 8: r.... oot:
l1>:; l1.. . >< Z; III . 00::C11<
<.l 0 P:: 3'"Z
6'0 '.~() ~ @.. ~ ZE-o
\0 ~ z c P:ot:P:~
- "ii'O '< 0 ~ ~~P~
"(."t '- ~ ~-...>(;i E-oP:OII)
cull) ~ ~ II)~UH
e31i {~t Q; ~ ..I Hill ~
~l ~.c ~ <t Cl~~~
~PZ
P\ ~a P:UOU
g