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Home My WebLink About96-01018 I :..9 6 , - . o Z .... ' o CI) 'B 1ft lit \1 No, 21-96-1018 Eslale of HARY HAI1GARI(T WAGONIIURST , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEHBER 10 19~, iR considcrnlion of Ihc pctilion on the reverse side hereof, satisfaclory proof having been prcsenled before me, IT IS DECREED Ihat the instrumelll(s) dated APRIL 5 1989 described therein be admilled 10 probate and med of record as the laSI willllf MARY MARGARET WAGONHURST and lellers TF.STAMF.NTARY are hereby grallled 10 ARLAND II. WAGONIIURST .-, Illl"!)I' 1/:".'.) -,\. ('II /)J"-ll';,(,~,p,,t.'/ R('siUcr of Wills FEES Probale, Letters, Ete, ......... $ 40,00 Short Certirieates(1 ) .......... $ 3.00 JOOl~ .EXTRA .PAnES.. $ 36.00 JCP $ 5.00 TOTAL _ $ 84,00 Filed .QI;:C),:I'IIH,R. .~.. J.9.~9......,........ ATTORNEY (Sup. CI. 1.0. No.) ADDRESS PIfONE <)c. \ 'I CALLED EXECUTOR DECEHBER 10, 1996 " l)ETlTlON run pnOIlA TE nnd catANT OJo' LE'nEHS ;;:~tZIl't...I!!sm,iJl~r:f"-! W~fP!!'!-..~t ~::; __c? I ~_9. (P' 10 I ~ '___ ____ Regisler of llVills f~~}he ------;r' {}'naSl'll. COIlIlIY of(!lIlt1JIrI."'!/- in the Social Securit>, No. -'2..~J'T~'-~,7- Commonwealth of Pennsylvania The petilioll of the unllersignell respeelfnlly represcnts Ihal: Your pelilioRer(s), who is/arc 18 years of a~e or oilier anlhe c'eelllte in Ihe last will of Ihe above lleeellent, llatell ~fJrij.--.J- - and eodieil(s) daled C named , 191:.'1- (\talr rdc\'ant dlCltm\lJIlCe\, e.~. u:mand:uion. death or e\e'lItOr, CIC.) Oeeendenl was llomieiled at dealh in1!jJ...6tdtUA.. 0AJIa ~ CouRlY, p~nsy~;ia, wilh hP-I" last family or principal resi~enec al j.LD-LlII} 1. ft.."A'I",' I'N""'f# m/~i~IJ.,IA.lA/~J " (Ii~l met'I, number and mundJlalil)'1 Deeendem,lhen ~ yd!s of age,.di;'.l!.DV' ')..'\.. , t99~ , at )JL~/.R~, ,.dtltJ ". ',-DJJ- . Exeepl as follows, decedent dId not marry, was not divorced aRll did not have a child born or adopted after exeeulion of the will offerell for probate; was nOllhe vielim of a killing and was never adjudicated ineompelem: OeeendeRI al dealh owned properlY with estimated values as follows: (If domiciled in Pa.) All pcrsonal property (If ROI domiciled iR Pa.) Personal property iR PeRRsylvaRia (If not domiciled in Pa.) Personal property iR County Value of reat eslale in Pennsylvania situated as follows: \ . $ \ ~ 0 I $ $ $ WHEREFORE, pelitioner(s) respeelfully request(s) Ihe probale of the last will and eodieil(s) prrc;cnted herewith and the @oTant of Ictlcrs~<" (i .. 1." .'dt'. ". \1 (It'\tamrntary; ;u1n\immali\m '.t.a.; adminimation d.b.n.c.t.3.) theron. " ". h~,~~ :.~ _C~lr~Ie.-,~- "",\ E~ ("11'1) 'l.~). 'U'\'llo = - ;; = ~ ~ OATH OF PEHSONAL HEPRESENTATlVE COMMONWEALTH OF I'ENNSYLVANIA ) .. COUNTY OF CUMlIERLAND J "" 1" The petilioner(,) "bove.nalnell ,wear(!) or amun(s) Ihat the statemcnls in the foregoing petition are Irue aRd eorreel to the best of 1I1e kilOwlellgc anll belief of pelitioner(s) aRd that as personal represen- lative(s) of the above deeellent petilioner(s) will well and lruly admiRister the estate aeeordiRg to law, Sworn 10 or affirmed. and ,ubseribell. {O _0d.!A.. 6 ~~~. "" ~ \1Cfore me thi~ ' I ' , lla)' ot -- ";g I; , ,', " {, i '19~ a ,.r'Ii((i:,,,,,,",~i.'...-:-'",\,,I.,, ;; / L .,' "/ R~~i"l<'f ~ ,.,', 21-96-1018 hCl(- ~1\1'n I" ~ltllttlh 1"1"1 ,! 111'11\111 Idll'lll.d 1("IIlIIl,lll' 01 dr.llh dilly li!t.:tl willi ~\ l\lllt' II II \~.i1 ,h" I 1'1 ,h~ "LIlt \. lid HI" oI,l" t Ittll (' II II' 1't'l111,lIll'1I1 lilill~ ltll',I' 'I'hi, I" 10 IlIIII) 111.11 thl 1111111111.1111111 I.lIl.lIlh'gl'lt,1I Tht'llllgUl.l1 ~l'f{lll\,llt. WARNING: It Is IIlegol to dupllcote 1I1ls copy by photostat or photograph. h.-I' I'llI' 111" If'HtlU.llt". S.',tlO ~^I~~\il[[.'f(~.; , /';l,:~" " . '~.r I,i;!.'~' ~~~ ~ .. . ,\1; Q' ., . \;,1: c-I Ii: .,1, .:I, .'. I ~, _.:5'f, ~:~< .~~ "f14lE/iT ~\ i>" . ~ L~' C'.. ...........: \3,. \:-~~Q"':"'i~ 10t.11 Hq~l\ltill . 3960023 nO'J 1 19Ro \),,," Nil ",'Mtl]-..l.' COMMONWEALTH OF PENNSYLVANIA' DEPARtMENT OF HEALlH' VITAL RECORDS CERTIFICATE OF DEATH -, ,'.I'd_" WCI~Mt1."'I"I''''''''Il. , 257 - 34 -1407 OA7IOlt!Ol.._tlIo.-, . Nov. 22.1996 ... .Femo lc ..., .... ""r,,(~Ol(..tI" ,1"'",,"",.- t. Hory- Margoret ~,u Wogonhurst -.. -,- I 69 .. "VCI0I'0IIal'...r.-. -"' ..........0 .~O 101'''''''' ._0.._' ~'...._, uNOl."1,lJl - ". """ " ","" N.Mlddleton Tup. .........~.WUl...._ --- -- -"""" ..-...-- .J.\ Cumberland IV $~I.' """I QfCIU'ItIII\Ill'" VIAII",-OH)I!CU' ....O..D .. 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I,;)" I,OJ 0,"1(" ~"""'i\~~~&Q-tJoJ ~ LAST \HLL AND TESTAHENT OF MARY HARGARET WAGONlIURST KtlOW ALL MEN BY THESE PRESEllTS, that I, Hary l1argaret Wagonhurst, presently residing at 110 Union Hall Road, Carlisle, Cumberland County, Pennsylvania, being in good health and of sound and disposing memory, do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me. FIRST: I direct that all my just debts, expenses of my last illness and funeral expenses shall be paid by my Executor, hereinafter named, from my estate as soon after my decease as shall be found convenient. SECOND: (a) I bequeath my automobiles and personal effects, such household goods, if any, as may be my individual property and not the property of my husband or owned jointly by me with him, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon to my beloved husband, ARLAND H. WAGONHURST, if he survives me by sixty (60) days. (b) Should my beloved husband, Arland H. Wagonhurst, not be living on the thirty-first day after my death, I ~ <--h . ,~f-n' '/~'-:Jl71,'""rjd:"./ I J" . ~ Page 1 bcqueath uuch tangible personalty nnd insurance thercon to my issuc, per otirpcs, living on the thirty-first day after my death, to be divided among them by my Co-Executors with due regard for their personal preferences in as nearly equal llhares as practical, provided, however, in the absence of agreement or if any of them is a minor, as my Co-Executors deem appropriate; provided that articles which my Co-Executors consider unsuitable [or my grandchildren or any such personalty not so divided shall thereafter be disposed of by my Co-Executors by public sale or in such manner as my Co-Executors shall select; all proceeds therefrom shall form a part of the residue of my estate hereinafter disposed of. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and wherever situationed, unto my beloved husband, Arland H. Wagonhurst, absolutely. FOURTH: In the event that my husband, Arland H. Wagonhurst, should predecease me, I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed and of any nature whatsoever and wherever situated, to the children of our marriage, in equal shares. If a child of ours should predecease me or die prior to the distribution or his or her share, said child's share shall be paid to his or her then living issue, if any, per stirpes, and in default of any such ('IJllh) ~~ ./ i>! j _-_;J///~ 1-</ //'//~ " -~-, J Page 2 issue then living, uuch share shall be added to the shares for our other children. FIFTH: In the event that issue of a child entitled to take under this, my Last Will and Testament, shall not have attained the age of thirty (30) years at the time of my death, then I direct such person's share be payable to Jeffrey Wagonhurst, Diane K. (Wagonhurst) Swim and Carole R. Wagonhurst, or such of them as shall survive me IN TRUST, NEVERTHELESS, for the following uses and purposes and under the following terms: 1. The Trustees may accumulate the income of this trust or so much thereoi from time to time as is considered advisable and may expend and apply so much of the net income or accumulated income and so much of the principal as the Trustees, in their sound fiduciary discretion, may consider necessary or desirable to effectuate the purposes of this trust in accordance with the following guidelines: (A) The object of each such trust is to provide for the education and educational support of the beneficiary thereof insofar as may be practical. The Trustee should provide as part of the educational support such measure of support maintenance during the period to enable said child to pursue an education until such child reaches the age of twenty-three (23) years. UPOll the child attaining the age of twenty-three (23) years, the Trustees shall thereafter 1. 'j ;" V-' . / jllNI' (- ') '.1/( ,1//,;.: J l Page 3 the net incoml! to the said child for the remainder of the term of this trust in such periodic installments as shall be found convenient, but not leBS often than quarter-annually. (Il) When my Trustees determine that the income of any beneficiary from all sources known to a Trustee is not sufficient for his reasonable support, maintenance and education, and that of his immediate family, the Trustees may pay to him, or use for his benefit, so much of the principal of his trust as the Trus tee determines to be required for those purposes. When any beneficiary of a trust herein created attains the age of thirty (30) years, my Trustees shall pay over to said child, free and clear of all trust provisions, the remaining corpus of the trust including all principal and any undistributed income, and the trust shall thereupon terminate. (a) Upon the death of any grandchild of mine, the Trustee shall distribute his trust, us then constituted: (1) To or in trust for the benefit of such person or persons, upon such conditions and estates, with such powers, in such manner and at such time or times as said grandchild appoints and directs by will specifically referring to this Power of Appointment, and to the extent that he does not effectively exercise his Power of Appointment; (q~ C)~ '::1~ /,. / i'// :/{I.. ./ //.rt-,'f' (I--i~.! ./ ' Page 4 - ,-f-" (2) To his then living decendantu, per stirpes, or, in default of such decendantsl (3) To my then living deccndants, per stirpes, except that the share of any beneficiary in default of appointment for whose primary benefit another trust is then to be held unto this instrument, shall be added to and co-mingled with the other trust and held as if it had been an original part of the other trust. (4) The Trustees, in their discretion, may exhaust all of the principal and income of any trust in carrying out the purposes of the trusts herein created, and should any amount held in trust be or become so small as to make it impractical or economically unfeasible to continue holding it in trust, the Trustee may pay the total amount of said trust directly to said beneficiary or to a parent or guardian of said beneficiary or place that amount in a savings account for the benefit of said minor until said minor becomes of age. SIXTH: If neither my beloved husband, Arland H. Wagonhurst, nor any of our children or their issue, shall survive me, I give, devise and bequeath all of the rest, residue and remainder of my estate, as aforesaid to my brother-in-law, Robert H. Wagonhurst, of 5706 Starwood (/h-/~"/'0(. ,:24_""-1( IN~,'/'f' Page 5 {f J Court, W~st Lake Village, California 91362, absolutely and forever. SEVENTII: I hereby nominate, constitutc and appoint my husband, Arland II. Wngonhurst, as Executor of this Will. If he is unable or unwilling to act, then I appoint my children, Jeffrey Wagonhurs t , Dianne K. (Wagonhurs t) Swim and Carole R. Wagonhurst, as Co-Executors of this my Las t Will and Testament. If my Co-Executors are serving and if at any time by reason of death, resignation or otherwise, any of my Co-Executors shall fail to qualify or cease to act as Co-Executor, then the surviving Co-Executors may and shall continue to act as sole Co-Executors of my estate. EIGHTH: My Trustees and Executor, or his successors, shall have, in addition to the powers and authority conferred upon them by law, the following additional powers and authority: 1. To sell at public or private sale, exchange, lease, mortgage or pledge any property, real or personal, at any time constituting a portion of this trust, and upon such terms and conditions as the Trustees and Executor or his successors shall deem wise. 2. To inves t any money at any time in such bonds, stocks, notes, real estate, mortgages, life insurance, annuities or other securities, or such propcrty, rcal or /, l4 ~ (_.. JA {.- 'L~:-- ~.~ );/,nt '/1, - ~ :,/'<" /'((':-- I Page 6 pl.1raollul, liS the Trulltees and Executor or hin lluccessors shall dCl.1m wise, without being limited by any statute or rule of law rl.1gllrding investments by the Trustees and Executor or his successors. 3. To retain, without incurring any liability, as invcstments, any property owned by me at the time of my death, as long as they deem it wise, and even though such property is not the kind or property a Trustee and the Executor or his successors would purchase as an investment, and cven though to retain such property might violate sound diversification principles. 4. To cause any security or other property which may at any time constitute a portion of a trust or of my estate to be issued, held or registered in their own name, or in the name of a nominee, or in such form that title will pass by delivery. 5. To consent to the reorganization, consolidation, readjustment or the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of II trust or my estate, and to take any action with reference to such securities which, in the opinion of the Trustees and the Executor or his successors is necessary to obtain the benefit of such reorganization, consolidation, any (~ ,). ' , '/1;/'-11,1_ '-1I.7C ~ jf,'';./ I Page 7 reudju!ltmcnt or salel to exercise any convcL'lJion privilege or subscription right given to them ns the owner of any uecuriticu constituting a portion of a trust or of my estate I to i1ccept and hold as a portion of a trust of my estate securities resulting from any reorganization, consolidation, readjustment, sale, conversion or subscription. 6. To pay all costs, taxes, charges and expenses in connection with the adcinistration of a trust or of my estate, including such compensation to the Trustees and the Executor or his successors which shall be in accordance with their established schedule of fees throughout the period of administration of a trust or of my estate. 7. To determine what is "Income" and what is "Principal" hereunder, and their decision thereon shall be final, and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or principal as the Trustees and the Executor or his successors may determine. 8. To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon, or otherwise dispose of any property at any time held by them, at public or private sale, or otherwise. Page 8 9. To borrow money from any person, firm or corporation, including any corporation acting as an Executor or Trustee hereunder, for the purpose of protecting and preserving or improving my estate or trust hl!reunderl to execute promissory notes or other obligations for amounts so borrowed. 10. To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay them reasonable compensation out of my estate or out of any fund held hereunder to which said compensation is attributable. 11. To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of a trust or of my estate. NINTH: No Trustees, Executor or Executrix acting hereunder shall be compelled to post bond or entl!r security for the faithful performance of their duties in any jurisdiction. TENTH: I direct that all transfer and inheritance taxes, state or federal, assessed because of my death, whether the funds, property or insurance proceeds to which such taxes are attributable pass under this Will or not, shall bl! paid out of my residuary estate just as if they were my debts and none of those taxes shall be charged against any beneficiary I that my Executor 'j)/'ny ~ )/' I . If, -" i',/' r' /'/1 ': ,/ cI Page 9 pay, or provide for payment of ull such taxes at Iluch time or times, and in such manner as my Executor deemll best. ELEVENTH: If both my husband, Arland H. Wagonhurst, and I shall die simultaneously or under circumstances which make it difficult to determine which of us died first, I direct that for the purpose of my Will and my estate that I shall be determined to have predeceased him. <)1/ ,)", <--)~ ! . - /lty';/fl,' ,. ,de,> /((,.~, / {/ l. Page 10 .- . --._....~ '-" .f- CERTIFICATION OF NOnCE UNDER RlJLt-: 5,6(a) Name of Decedent: ffJat'1f11, WIl~nlK.Jd Date of Death: NotJ(,1I4,J'" ~"', IQI/' Will No, "'1.1 Qe, -, 7:Ll..Y Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address Uo,.) 'J;1fr~ A. Wll9tY!JLJrsf (,7~/ ?&rfJlflbr,lfrt~hJlII, ~, "J.l/n.. {~"'J.) ~ /al\At! InOIlZ.4.. /1319 .nul J..1leJ. WilY, ~rllV4f1tr. I EN. 'l-bl()'f ~II,) afX>>J~ ~r.sf l..r.r-:a.. 2.~ ArllN/-M,.. /lit, ~).~'7 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except MfltAoI Date: .:iA.~ 31) . (4f) '1d ":". l,r-'l '-',uno '310 Telephone(f"l ').tl.! .."'W.,~ Il: Ol~ DE Nvr /_6. Sir ,'d )0 ' . ~ :'i=l:~ Capacity: ...... Personal ~epresentative (e ,/-,c.v+n.. I Counsel for personal representative ~lV.IS00 Ix. (1QAI COMMONW(AlTtt 01 POlN!lHVANIA OlPAIITM(N' OII1(V(NUI OfP' '80bOl HAR~.I.~IURG, PA 111280bOl DIU/a!l ~.AOM~r';t MIOI1i~;1l M I ~ ~'~:'{~J't~'io7.' . I~'~:"~'~ 'If' 1;;(.;:;; ~ 7 ,~__ 'iJ.;,;'iA~;~t ',"A;/~~;';""'''' 1;'~':(/l'~J:;:r, ~ ~ 1 Original Return 1 ) 2 Supplomllntol Return ~:!:cn frl g: ~ (J 4. Limited Estale [ .1 40 fulure Intoro,t Camprami'~ 5~9 (lor dole' of death ohor 12.12.82) !i m X 6. Decedent Died re'lole [ ] 7 Decodent Mainloinrld 0 Liying Tru,' (Alloch copy of Willi (Alloch copy of T rusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. J,~ NA~_ JOMPlIlI MAlIl'lGAOOA(!l!l ~~ _2PJAN(_t!.oWapp...Mw~.st...__._,.____ 110 (/"'1;" "-II /'if. _ 8~_ "'~i;7~UJ~i~ ~ ~~?,"~=.=c--.__n- .==....~~':~=~!~.'.~L'!.~/~.--- L Real EIlale (Schedule AI ( I ) - 2. Stach ond Bonds (Schedule B) ( 2) - 3. C10lely Held Slock/Porlnenhip Interelt ISchedule q (3 ) - 4. Morlgages and Notel Receiyable (Schedulo DI 14 I t- - 5. Cosh, Bank Deposits & Miscellaneous Personal Properly (51 91J.I. " (Schedule EI O. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) (Schedule 1I 8. Tolol Gran Anets I'otal Linrll 1.7) Q, Funeral Expenses, Administratiye Costs, Miscellaneous e...penles (Sthedule HI 10. Debt I, Morlgoge liabilities, lien 1 ISchedule I) 11. Total Deductions Itotallines Q & 101 11. Nel Value of Ellate IUne 8 minus line 11} 13. Charitable and Goyernmentol Bequests ISchedule JI COUNlY CODE OIIO"!MjD~ M;/I ~. ~fll'/"J/.. ,;,4, '"lOll (",ot~o~:~~r.~e~="U"'6""_-~_:-'.'._- I j J Remainder Relurn (lor dotes 0' death prior to 12.13.821 federal Estate To... Relurn Required ~:~:~(\ _,'Iff).... INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) z '" ;:: :3 ~ r- a:: .. u w '" ( 6) 171 - - fOR DATlS Of DEATH AnER 12/JII91 CHECK HERI If A SPOUSAL _, POVERTY CREDIT IS CLAIMED [ 1 ~~_.__._~~.----------~- fill NUMBER J..I C/(IJ 10/ ~ (91 b 1.. ~'.bi' 7 () ,..("<t YEAR NUMBER (IO) z '" ;:: .. r- ~ .. " '" u >< .. r- 14, Nel Value Subjecllo Tax IUne 12 minus line 131 15. Spoulal Transfers l'ar dole I of death after 6.JO.Q41 See Inslruclions for Applicable Percenloge on Reverse Side. (Include values from Sthodule K or Schedule M.) 16. Amount of line 14 taxable at 6% rote (Include yolues from Schedule K or Schedule M.I 17. Amount of Une 14 taxable at 15% rato (Include voluel from Schedule K or Schedule M.) 18. Principalla.l. due IAdd to... from lines 15, 16 and 17.) lQ. Credits Spaulal Poyerty Crodit Prior Payments Discount LJ S aO Tolal Number of Sole Deposil Boxel (IS) (161 (171 ~.t~" '.(11 . .- --- - (0 I ...~.. f/J.3....l' __~'_______________'U" + + -~-_.. (III (121 (13) (14) _ .6.1..9_Z.l-(,,____ Z. i". J~.. .r.~_____ 20. If line IQ is greater than line 18, enter Ihe difference on line 20. This is the OVERPAYMENT. aD Check here if you ore roquesting a rolund of your overpoyment. - ,.x,o.,= .~~__~~3'. .(:1--- ... ".- '- -----~ . .x ,06 = _,x .IS = (10) Inleresl (191 (20) 21. If Une 18 ilgreater than Une lQ, enler the difference on Une 21 This is Ihe TAX DUE. A. Enter Ihe inlerest on the balance due on Line 21A. 8. Enler the 10101 of line 21 and 21A on line 218. Thi, is the BALANCE DUE. Mole. Chnlc Payobl. to: Reghter of Willi, A~.nl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH .0(.0( U~der penalties of perjury, I declare that I haye examined this return, including accompanying schedules and statements, and 10 the best 01 my kno.....led9~ and bolief. ~II' true, Caffee! and complete. I declare Ihat 011 rool estale has been reported allrue market yalue. Declaration of preparor other than the personal representaliYe is .Jased on 011 information of which preparer has any knowledge "ON'M, Of ""ON ""0",'''' '0' ""NO .t1u... '00'/" I ,; I ..~_.,-~ ^. ------. 0.1t - ~ ..... . ,It. -~ ~\U1u~___LO-'Jk.L#.\~'=tt._t4Pt.~ "t"a.I'\,~,itttjL- $IG_~pt"~i""'-'Y_T-~OO"I!l$ I ") DAIl 121} (21A) (210) Q._---== ._----------_..-...._~-----~._-~--_.._--_.~- Act .48 of 1994 provld.. fOT th. r.ductlon of the tax rate.lmpo.ed on th. net value of transfer. to or for the u.. of th. .pou... Th. rate. a. pre.crlbed by the .tatut. will b.: . 3% (,03) will b. appllcabl. for ..tat.. of d.cedenll dying an or after 7/1/94 and befar. 1/1/96 . 2% (,02) will b. applicable for e.tate. of decedenll dying on or after 1/1/96 and before 1/1/97 . 1% (,01) will b. applicable for estate. of decedents dying an or after 1/1/97 and before 1/1/98 . Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (vol IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedBnt make 0 traRsler and: a. retain the use or income 01 the property translerred, ...................................................,... b. retain the right to designate who sholl use the property translerrBd or ih income, ............... c. retain 0 revenioRary interest; or ...................................................................,............... d, receive the promise lor lile 01 either paymenh, benelits or core? ....................................... 2. II death occurred on or belore December 12, 1982, did decedBnt within two yean preceding death traRsler property without receiving adequate consideration? II dBath occurred aher DecBmber 12, 1982, did dBcedenl transler property within one year 01 death without receiviRg adequate consideration?.................. ............... ...................................................... ....,....... 3, Did decedBnt own on 'in trust lor' bonk account at his or her death?..................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr YOU MUST COMPLETE SCH~DULE G ANQ,~ILE IT AS PART OF THE RETURN. 1:(" ,:1I:J L I: Dt'J tiZ tNr L6. " " ~ ::! \ JI: ':'CJ , 'l'~')l:l ..,. '" v .... .... 1I~'Wttl.l"71 ~:J~'91\ _!ill>>;. COMMONWfAlfH Of 'lNN\'l'lVANIA INHllnANCI TAX IUUIH IISIDINT OICIDINT ESTAT~F fllal'y M, tUA9..tJMII,.,st ---- (All prop.rlY lolnlly.ownld with Ihl Right of Survlvonhlp mUlt b. dllclolld o~~ch.du~)____ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploo.o Print or T~po .. ,.---. ... _._~-, -,. -.,.-' -- _.. FILE NUMBER ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. '~ItJ:jNl f .J411 ~NfJ 6CC()Un'h ~,~6t1'.J lot! 1&1 rl. !J" hrJ.,rll c.r~~"f' Vn/,") 2.. afe.rJ.:r()f1;rn i/lStlfAftt.e proe.eeds 0" defWllrj )..q 8'2. .l.t Ikuv~'/f 'I d,,~~, f'~tI. -ID eotia'k. ~ tflot.c, M. tU49h4Aflr.lr TOTAL (AI.o ontor on Ilno 5, Roco itulotion) 5 9-133. 7~ (Attach odrlilionol BYJ" )C 11" Iheell if more 'poce il needed.) I , I I ESTAm alJ.L!!J~-':!.J4_'1!_~~IJ,.~t_ _ _______ ITEM NUMBER A. 11\1)1'11_1'111 ~ :< V ~, }::"~.~(\ ~ .ff..,. SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES , I Ploa.o Print or Typo -1 FILE NUMBER __ L_,____, COMMONWUUH Of PENNSYlVANIA IHti[RI1ANC[ lAX R[tUAN __ __ _du__~!~I~!_Nl O[C[O.(~_I__ B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8, DESCRIPTION AMOUNT 1. Funeral Expon.o.. f4HIlAA^' /?,11-. f:v"er,,/ #oHAII ,1'''U.., r:IOWtfJ(~r,"/ ~(O/ll'f.s) ~ S' ).l. S"o (~-r. 1'1.. Admlnl.tratlvo Co.t.. 1. Personal Representativo Commissions Sacial Socurily Numbor of Porsanal Ropro'onlalivo: --,-------- Year Commissions paid 2. Allarnoy FoOl 3. Family Exemption Cloiman! Addre" of Claimanl 01 docedenl" dealh Slreel Addre" Cily Relalion,hip , Slale ____ Zip Code Probale Fee, r"t. D D MI.cellaneou. Expen.... . ArltJ.;~"hWl rI~~f1. UrMft 'eJ,~ , ev6~ ,JII. ^t r ,:, ~;I'1 M,f-~ t: Wf'" ~ d . fJ" )..~q.,(, "~-. ~ tJ TOTAL (AI,o enter an line 9, Recapitulation) (If more .pace I. needed, In.ert additional shee" of same slzo,) s ,,).. 1. ~. 6{ LAST WILL AND TESTAHENT OF MARY MARGARET WAGONHURST KNOW ALL MEN BY THESE PRESENTS, tha t 1, Hary Margaret Wagonhurst, presently residing at 110 Union Hall Road, Carlisle, Cumberland County, Pennsylvania, being in good health and of sound and disposing memory, do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me, FIRST: I direct that all my just debts, expenses of my last illness and funeral expenses shall be paid by my Executor, hereinafter named, from my estate as soon after my decease as shall be found convenient. SECOND: (a) I bequeath my automobiles and personal effects, such household goods, if any, as may be my individual property and not the property of my husband or owned jointly by me with him, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon to my beloved husband, ARLAND H. WAGONHURST, if he survives me by sixty (60) days. (b) Should my beloved husband, Arland H. Wagonhurst, not be living on the thirty-first day after my death, I ~"'h" '-};;" ,<.1 /'1"-'<' j/('J;/.! I' .. (, Page 1 bequeath such tangible pel-sonalLy nnd insurnnee thereon to my issue, per stirpes, living on the thirty-first day after my death, to be divided nmong them by my Co-Executors with due regard for their peroonal preferences in as nearly equal shares as practical, provided, however, in the absence of agreement or if any of them is a minor, as my Co-Executors deem appropriate; provided that articles which my Co-Executors consider unsuitable [or my grandchildren or any such personalty not so divided shall thereafter be disposed of by my Co-Executors by public sale or in such manner as my Co-Executors shall select; all proceeds therefrom shall form a part of the residue of my estate hereinafter disposed of. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and wherever situationed, unto my beloved husband, Arland H. Wagonhurst, absolutely. FOURTH: In the event that my husband, Arland H." Wagonhurst, should predecease me, I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed and of any nature whatsoever and wherever situated, to the children of our marriage, in equal shares. If a child of ours should predecease me or die prior to the distribution of his or her share, said child's share shall be paid to his or her then living issue, if any, per stirpes, and in default of any such ), ,'-!t ' '1 '-... ( , - ~'UN jt""-~YI-V ~/~h.J ~ J (' Page 2 '. ;"oto- issue then living, such sh..re shall be ..dued to the IlhllreS for our other children. FIFTH: In the event that issue of a child entitled to take under this, my Last Will and Testament, shall not have attained the age of thirty (30) years at the time of my death, then I direct such person's share be payable to Jeffrey Wagonhurst, Diane K. (Wagonhurst) Swim and Carole R. Wagonhurst, or such of them as shall survive me IN TRUST, NEVERTHELESS, for the following uses and purposes and under the following terms: 1. The Trustees may accumulate the income of this trust or so much thereof from time to time as is considered advisable and may expend and apply so much of the net income or accumulated income and so much of the principal as the Trustees, in their sound fiduciary discretion, may consider necessary or desirable to effectuate the purposes of this trust in accordance with the following guidelines: (A) The object of each such trust is to provide for the education and educational support of the beneficiary thereof insofar as may be practical. The Trustee should provide as part of the educational support such measure of support maintenance during the period to enable said child to pursue an education until such child reaches the age of twenty-three (23) years. Upon the child attaining the age of twenty-three (23) years, the Trustees shall thereafter . . ('7)'/7.t.'/~' '3~it'{f' /'//';'J I (/ / Page 3 the net income to the said child tor the remainder of the term of this trust in such periodic installments as shall be found convenient, but not less often than quarter-annually. (Il) When my Trustees determine that the income of any beneficiary from all sources known to a Trustee is not sufficient for his reasonable support, maintenance and education, and that of his immediate family, the Trustees may pay to him, or use for his benefit, so much of the principal of his trust as the Trustee determines to be required for those purposes. When any beneficiary of a trust herein created attains the age of thirty (30) years, my Trustees shall pay over to said child, free and clear of all trust provisions, the remaining corpus of the trust including all principal and any undistributed income, and the trust shall thereupon terminate. (a) Upon the death of any grandchild of mine, the Trustee shall distribute his trust, liS then constituted: (1) To or in trust for the benefit of such person or persons, upon such conditions and estates, with such powers, in such manner and at such time or times as said grandchild appoints and directs by will specifically referring to this Power of Appointment, and to the extent that he does not effectively exercise his Power of Appointment; .~ ' '- ". '. - - ,,,, -l I-""/{/' ./ -Y/'l~-;f' 11.t-<u../ Page 4 (2) To his then living decendllnlu. per stirpes, or, in default of such decendants; (3) To my then living deccndants, per stirpes, except that the share of any beneficiary in default of appointment for whose primary benefit another trust is then to be held unto this instrument, shall be added to and co-mingled with the other trust and held as if it had been an original part of the other trust. (4) The Trustees, in their discretion, may exhaust all of the principal and income of any trust in carrying out the purposes of the trusts herein created, and should any amount held in trust be or become so small as to make it impractical or economically unfeasible to continue holding it in trust, the Trustee may pay the total amount of said trust directly to said beneficiary or to a parent or guardian of said beneficiary or place that amount in a savings account for the benefit of said minor until said minor becomes of age. SIXTH: If neither my beloved husband, Arland H. Wagonhurst, nor any of our children or their issue, shall survive me, I give, devise and bequeath all of the rest, residue and remainder of my estate, as aforesaid to my brother-in-law, Robert H. Wagonhurst, of 5706 Starwood '-"J (,.--, I/llld;'. /)): {/ 9/a4~ .INIt~I- (/ 'Page 5 ."?" ,,.~ Court, \4u>lt LlIku Village, CalJ.fornia 91:162, I1bsolutuly and forever, SEVENTH: I hereby nomina te, COilS titute and appoint my husband, Arland II. Wagonhurst, us Executor of this Will. If he is unable or unwilling to act, then I appoint my children, Jeffrey Wagonhurst, Dianne K. (Wagonhurst) Swim and Carole R. Wagonhurst, as Co-Executors of this my Last Will and Testament. If my Co-Executors are serving and if at any time by reason of death, resignation or otherwise, any of my Co-Executors shall fail to qualify or cease to act as Co-Executor, then the surviving Co-Executors may and shall continue to act as sole Co-Executors of my estate. EIGHTH: My Trustees and Executor, or his successors, shall have, in addition to the powers and authority conferred upon them by law, the following additional powers and authority: 1. To sell at public or private sale, exchange, lease, mortgage or pledge any property, real or personal, at any time constituting a portion of this trust, and upon such terms and conditions as the Trustees and Executor or his successors shall deem wise. 2. To invest any money at any time in such bonds, stocks, notes, real estate, mortgages, life insurance, annuities or other securities, or such property, real or L/A {_h. c::.-'I/,.~ / 1_ /)/d~///( _-z 7~'oC-JI' /N/-~~- . Page 6 IwrllonHl, llll till! 'l'nlllleell IlIId I~x"clllor or hill IlUCCelHlOrs shull deem wise, without being ll.mited by lIny Iltatute or rule of law regarding inveutments by the Trustees and Executor or his SUccessors. 3. To retain, wi thout incurring any liability, as investments, any property owned by me at the time of my death, as long as they deem it wise, and even though such property is not the kind of property a Trustee and the Executor or his Successors would purchase as an investment, and even though to retain such property might violate sound diversification prinCiples. 4. To cause any security or other property which may at any time constitute a portion of a trust or of my estate to be issued, held or registered in their own name, or in the name of a nominee, or in such form that title will pass by delivery. 5. To consent to the reorganization, consolidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of a trust or my estate, and to take any action with reference to such securities which, in the opinion of the Trustees and the Executor or his Successors is necessary to obtain the benefit of any such reorganization, consolidation, ~f?~~:Q-t#r J/r'fI/ Page 7 / , rl!adjus tmcnt or snle I to exerci/lc any COI\Vl'L'H ion pr ivilcgc or subscription right given to thcm as thc owner of any securitics constituting a portion of a trust or of my estate I to accept and hold as a portion of a trust of my estate securities resulting from any reorganization, consolidation, readjustment, sale, conversion or subscription. 6. To pay all costs, taxes, charges and expenses in connection with the administration of a crust or of my estate, including such compensation to the Trustees and the Executor or his successors which shall be in accordance with their established schedule of fees throughout the period of administration of a trust or of my estate. 7. To determine what is "Income" and what is "Principal" hereunder, and their decision thereon shall be final; and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or principal as the Trustees and the Executor or his successors may determine. 8. To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon, or otherwise dispose of any property at any time held by them, at public or private sale, or otherwise. ,,- Page 8 'J, To lJUrt'oW mOlley from /IllY p"nlon. t: I. rill or corporiltion. including allY corporation acting liS un Executor or Trustee hereunder, Lor the purpose of protecting und preserving or improving my estate or trust hereunder; to execute promissory notes or other obligations for amounts so borrowed. 10. To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay them reasonable compensation out of my estute or out of any fund held hereunder to which said compensation is attributable. 11. To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of a trust or of my estate. hereunder shall be compelled to post bond or enter security for the faithful performance of their duties in any jurisdiction. NINTH: No Trustees, Executor or Executrix acting taxes, state or federal, assessed because of my death, whether the funds, property or insurance proceeds to which such taxes are attributable pass under this Will or not, shall be paid out of my residuary estate just as if they were my debts and none of those taxes shall be charged against any beneficiary I that my Executor TENTH: I direct that all transfer and inheritance 9J//I-lJ/}t qjit~.( il':':./ Page 9 I puy, or providc for puymcnt of ull such taxcs ut Buch timc or timcs, und in such manncr as my ~xccutor dccms bcst. ELEVENTH: If both my husband, Arland H. Wagonhurst, and I shall die simultaneously or under circumstances which make it difficult to determine which of us died first, I direct that for the purpose of my Will and my estate that I shall be determined to have predeceased him. 1 ~f4 ,. (' .1 J I '" ~ . //JI..c..~ It ((~.~' / Page 10 CmlMONWEALTII 01' I'lmN~YI.VAN IA COUNTY 011 DAUPHIN 55: I, MARY MARGARET WAGONHURST I Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Willi that I signed it willingly I and that I signed it as my free and voluntary act for the purposes therein expressed. (SEAL) Sworn or affirmed to and acknowledged before me I by MARY MARGARET WAGONHURST I the Testatrix, this 5th day of April, 1989. (SEAL) ~/ /liitjAv NOTARIAL SEAL JOAN R. YOHE. Notary Public Harrisburg. PA Dauphin Counly Mf Commission Explros July 10. 1989 . .._.....-~.....-::1f'1..r~.'.. CONMONW~ALTlI OF I'~NNSYJ.VANIA COUNTY OF UAUl'lII.N ss: Dianne lIaverl \~e , Nancy L, Loper /lnd and Richard E. Connell the witnesses who!!e 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 NARY MARGARET WAGONHURS'f sign and execute the instrument as her Last Willi that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressedi that each of us, in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. '- Sworn or affirmed to and subscribed to before me by and Nancy L. Loper Richard E. Connell ,and Dianne Haverl , witnesses, this 5th day of April, 1989. (SEAL) ~)P~'i/~ NOT AnlAL SEAL JOAN R. YOHE. Notory Public ~.rri'bu~g. P,\ DJuphin County M, Co:nmlsslon Expirc5 July 10. Hl89 ;5 -/ 'Ie" . /'1 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAKES IHII(AIIANC[ lAX DIVISION OlP'. Z8OIlOI IIAARIUUAG. PA l/lta-DlIOI NOllCE OF INIl[RITANCE TAK API'RAlS[MENT, ALLOWANCE OR DISALLOWANCE or DLDUCTIDNS AND ASSESSMENT or TAK ARLAND H WAGON HURST 110 UNION HALL RD CARLISLE PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 170t3 04-07-97 WAGONltURST 11-22-96 21 96-1018 CUMBERLAND 101 Anount R..1l t hd - "" '- ~tfj'" IIf-lhl Ill" III.UI MARV M MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:iS4TE'iCAFP-ni:i:97Y"iiiiricE--ciF-YNHEFiiTANCE-TAiO.-PPRAisEHEii'r-;-ALrciwANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WAGONHURST MARV M FILE NO. 21 96-1018 ACN 101 DATE 04-07-97 If an assBssment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that includB the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of LIne 14 at Spousal rat. tiS) 16. Anount of lin. 14 taxable at lin..I/Clasl A rat. (16) 17. A.aunt of Lln. 14 taxable at Collat.ral/CI... 8 rat. (17) 1a. Principal Tax Dua TAK RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: DRIGINAL RETURN 1. R.d E.toto (Soh.dub A) (1) 2. Stacks and Bondi (Schedula 8) (2) 3. Clos.ly Held stock/Partnership Intara.t (Schedule C) 13) 4. "ortg.gal/Hota. Receivable (Schedule DJ (4) S. Cash/Bank Deposits/Hisc. Personal Property CSchedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Trensfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Casts/Misc. Expenses CSchedule H) (9) 10. D.bt./Hoctg.g. LI.bllltl../LI.n. (Soh.du1. II (101 11. Total Deductions 12. Het Value of Tax Return 13. Charitable/Governnental aeqUasts (Schadule JJ 14. Hat Value of Estate Subject to Tax NOTE: TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCOUNT (.) INTEREST/PEN PAID (-I I CHANGED .00 .00 .00 .00 9.133.76 .00 .00 (8) 6.226.68 70.58 U11 U21 U31 U41 2.836.50 X .00. .00 X .06. ,00 X ,IS. (8) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 9.133.76 Iw.,Q7 ,Iw 2.836.50 .00 2.836,50 ,00 .00 .00 .00 .00 ,00 ,00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF TNIS FDRH FOR INSTRUCTIONS,) '::)('1 c: ;H -d ., RESERVAtiON: E.tat.. of dle.d.n\l dying on or b.for. D.neb.r 12, 1981 -. If MY future Int.r..t In thl .~~tal. Is ~If.rr.d In po.....lon or .nJoy..nt to Cia.. B Icollat.ral) b.ne'lclarl.. 0' the d.c.dlnt a'tar the I.plratlon 0' any ..tat. 'or Ilf. or 'or y.ar., the Coe.on~.allh h.r.by e.pr...:y r...rv.. the right to appr.I.. and ...... tran,'.r Inh.rltanc. t.... at the la~'ul Cia.. B (collat.ral) rat. on any luch 'utur. Int.r.lt. PURPOSE OF NOUCE: To fulfIll the r.qulre..ntl 0' S.ctlon ZI~O of the Inh.rltance and [.tate Ta. Act, Act ZI of 1995. (ll P.S. Section 9UOI. PAYH[HTJ O.tech the top portIon of thll Notice and lub.lt ~lth your pay..nt to the Regl.t.r 0' Willi printed on the r.v.rl. lId.. u"aka ch.ck or eoney ord.r payable to: REGISTER OF MILLS, AGENT REFUNO I CR): A r.fund of . ta. cr.dlt, which ~al not r.qu..ted on the Ta. R.turn, .ay b. r.qu.lt.d by co.pl.tlng an ~Appllcatlon for Rafund of Pannlylvanla Inh.rltanc. and Eltate Ta.~ CREV.I]I]). Application. ar. available at the Offlca 0' the Ragllt.r of Willi, any 0' tha 2] R.v.nu. DI.trlct O"lc.., or by calling tha IPlclal 2~.hour an.w.rlng larvlc. nueb.rl 'Dr 'or.1 ord.rlng; In P.nn.ylvanla I'BOO-36l-2050, out.lda Penn.ylvanla and wIthIn local Harrllburg .r.. (111) 181.809~. TOOl (717) 712.Z252 IH.arlng I.palred Onlyl. OBJECTIONS: Any party In Int.r..t not ..tll'l.d ~Ith the appral,...nt. .llo~anc. or dllallo~anc. 0' d.ductlon., or .I......nt 0' ta. (Including dl.count or Inlere.tl a. .hown on thll Notlc. ~It object within II.ty 1601 daYI of r.c.lpt 0' this NoticI by: APHIN ISTRATJVE CORRECTIONS: ..wrltt.n prot..t to the PA D.p.rt..nt 0' R.v.nue, Board 0' App..I.. Oept. 281021, HarriSburg. PA ...I.ctlon to have the .att.r d.t.r.lned .t audit 0' the .ccount 0' the p.rlonal r.pr.s.ntatlv.. ...pp..1 to the Orphan.. Court. 17128.1021, OR OR factual .rror. dl.cov.r.d on thl. a.I'.I..nt .hould b. addr.I..d In writing to: PA D.part.lnt 0' R.v.nu., Bur.au of Indlvldu.1 T..... ATTH: Post A".sl..nt Revl.~ Unit. Dept. Z80601, HarriSburg, PA 17128-0601 Phone (717) 711.6505. S.. page 5 of the bookl.t ~In.tructlonl 'or Inherlt.nc. Ta. R.turn for a Resld.nt D.c.dlnt~ IREV.1501) for an ..pl.natlon of ad.lnlltratlv.ly corr.ctabl. .rror.. DISCOUNT: If any t.. due II paid withIn thr.. (3) calendar aonth. a't.r the d.c.dent., d.ath, . flv. p.rcent (5~) discount of the taM paid II allow.d. PENAlTY: Th. IS~ taM a.n'lty non.partlclpatlon p.nalty II co.pulld on the total of the ta. and Intlr..t al'.I..d, and not paid be for. January II. 1996. the 'Ir.t day .ft.r the .nd of the t.. aan..ty period. Thl. non'partlclpatlon p.nalty I. app.al.bl. In the la.. .ann.r and In the the .... tl.. p.rlod al you would app.al the taM and Inter..t t"at has b..n .......d II IncUc.t.d on this notln. INTEREST: Int.r..t II charg.d beginning with flr.t day of d.llnqu.ncy, or nine (9) aonthl and on. II) day fro. the data of dlath, to the data 0' pay.ent. r.... ~hlch beca.. dellnqu.nt b.'or. January I, IlJll b..r Int.r..t at the rat. 0' .1. ('X) p.rc.nt p.r annu. c.lculat.d at . dally r.t. of .00016~. All ta.el which blca.. d.llnqu.nt on end .'t.r January I, 1912 will b.ar Int.r..t at a rat. ~hlch will v.ry 'roe callndar y.ar to calend.r y.ar with that rat. announc.d by the PA Dlpart..nt of R.v.nu.. Th. .PPllcabl. Int.r..t rat.. 'or 1982 through 1991 ar.: ~ Int.r..t Aat. Dally Inlarut ractor !!!! Int.r..t Aala Dally Inlar..t rllctar 19U 'OX .0005"8 1987 .~ .0002'7 19U 16~ .000'31 1988-1991 Il~ .000301 19a~ Il~ .000301 199Z .~ .000Z'7 19115 13~ .0003S6 1993-199~ n .000192 1916 lOX .00027~ 1995.1997 .~ .000l" uInlar..t 1. c.lcul.t.d .. follow.: INTEREST = BALANCE DF TAX UNPAIO X NUnBER DF DAYS DELINQUENT X OAILY INTEREST FACTOR ..Any Notlc. 1.lu.d aft.r the t.. b.co.e. d.llnqu.nt will r.fl.ct an Int.r..t calcul.tlon to flft..n liS) d.y. b.yond the data of the .1'.".lnt. I' pay.ant I. _ad. aft.r the Int.r..t ca.putatlon data .hown on the Notice, addltlon.1 Int.r..t au.t be calculated. STI\1~IJE._f!l~!'~lt'r UND~1l HULJL~1 Name of Decedent :(YJ~f:!1.A1.J/Ja-9Jlt'J()rd Date of Death: N()v. )..~ll!I.1J. w ill No. ';J..I t; b . I C I ~ IIdm in, No. pursuant to Hule 6,12 of the supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration o[ the above-captioned estate: 1, State whether administration of the estate is complete: yes....... No__ 2. If the anRwer iR No, Rtate when the personal representative reasonably beiieves that the administration will be complete: 3. If the answer to No, 1 is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes'" No b. The Reparilte Ol'phanR' Court No. (i f any) [or the personal representative's account is: c, Did t,he personal l-epresentative state an account informally to the p,u-ties in interest? Yes """" No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. - Date: 7-I'l, ,3(1 19" . ~lf" :,";n:) '11:) a e (Please type o~rint) cUD Vt\\~ ~~\ fA. t~\e. AA. IIddress \ ,...,e'fl 11'" I '). ~ ~ .~"7" Tel. No. 'f:1 ll: [Jt'j DE N~r /.6. $ 10 "j Capacity: ",t ~.<ll:l ,; Personal Representative (.Colro-hY Counsel for personal representative (MAH: rmfl AM])