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Home My WebLink About96-01026 I"" .. -'" '" 'ii ~ ~ W ""-! ~ ~ ~ " ~ ~ E .... 0 J! Q. ~ .e ~ '" ~ LLI ~ ~ ..:(' -;:3 c - ,I ,~ :0- .<:s - , . " 0 ""'."Z <..Z.,~',', ..; ...". ~ . 'J:""'f:;:'-~ <,'~ ~:" ": ,.:" )~>'- .' , 0\ ~~ ~.12 t;.J. 0 l> . 1H.= a I,} 4r;~ ; .1'1.: ...... ,...., !'.,j.;;p N : '~.1, , ," - '. t-, . ~l,H " .; r..) lro ,..,':1' t::l .;: ':..11 . .) r.l :)J ..0 . :rl'tl ~. .1. E a:tI: '!. ~8 rll,l 0 - "1bbl - rt' 1JIagt 31t\lill ,utb Q[egtamettt I, MARY MARTHA GEORGE GRAHAM, a resident of Bethany Village Retirement Center, 325 Wesley Drive, Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made, ITEM 1: 1 direct that my funeral expenses and all my just debts to which there is no legal defense be paid as soon after my death as may be convenient. ITEM 11: 1 give and bequeath unto the MOUNT OLIVET UNITED METHODIST CHURCH of Mechanicsburg, Pennsylvania, the sum of $25,000.00 to be held by it IN TRUST to establish a perpetual annuity, the income from which shall be applied solely to the benefit and support of the ministry of music of said Church. ITEM Ill: All of the rest, residue and remainder of my estate of whatsoever kind and wheresoever situate, 1 give, devise and bequeath to MRS. JEAN R. ELLIOTT of R,D. 07, Kittanning, Pennsylvania, 16201, as a token of my appreciation for her willingness to take responsibility for my care and well being after the death of my husband. \1 \ ITEM IV: 1 appoint JEAN R. ELLIOTT to be the Executrix of this my Last Will and Testament, she to serve without bond. IN WITNESS WHEREOF, 1 have hereunto set my hand to this my Last Will and Testament, thiS.& day of /'2u';//.<7., 1994. 6 ! 01r"#1iI~1A MAR RTHA GEORGE RAHAM SE!.F-PIIOOF mo WI!.1. COMMONWEALTII OF PENNSYI.VANIA COUNTY OF CUHBER!.AND S5 I, HARY MARTHA GEORGE GRAIIAI'I, the testatrix whose name is signed to the attached or foregoing instrument, hllving been duly qUlllified according to law, do hereby acknowledge that 1 signed and executed the instrument as my Lsst WiH and Testament and that 1 signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by ~IARY MARTHA GEORGE GRAIIAM, the testatrix. this .,~? day of .:''//, <~,.,;- , 1994. I) HOT ARIAl SEAl DEBRA L SWAUGER. Hollry Public Uppel AUln Twp Cumberland Co PA My CommllSlon E.pll.. lI.ch 18. ,llll8 Yvt' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND weA(/,(,l, 1)Ji ",i/~iJPL> and ,~N.()'l?" t:.)J!'t'-L1, ,the witnesses whose names are iiined to the attached or fOregit~' 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; that the testatrix signed willingly and that Mary Martha George Graha executed it as her free and voluntary nct for the purposes therein expresse ; that each subscribing witness in the hearing and sight of the testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of nge, of sound mind and under no constraint or undue influence. SS day " / ' Sworn to or affir~d and subsS~ib~d to before me by , / and (,h, /,'1/f~ /J'/ J/" I.... , witnesses, of -:-'/;{,IJ.,r1994. ' / Jlhis /~)<.J HOT ARlAL SEAl M"\H 'W~\IGlR. Nollry Public "~ fI\~",~ tIImbWnd Co PA .~ ~oin,mlS\~ ~~lle' ~lIth 16.,~ ~' y ~, 4' dc6f,." / h_/C.~,t</v-- / J Witnes~ I '/Y./.4'/<'" ;;. 5a.<J Witnqy I - ~ L ., " "/:./ v' / /,://_ d} j!, (J/~-'r?'/J?t'. Notary Public n(J "\ P"j ~, ..) --.. - rh ~ bI 0 Cl ~ ~ ~ :. t w D.. ~ . ~ , ~ ~ W bI ~ Z '. .... Cl I- Z Z I ffiH m . lI: 0 0: i .;; I -/Cf?(r -D(2Lt ,. ~~ ~ :0 :0(1) m n IT ',' (~, <:) " '- , ~ , ~i~ , \. lJJ t"l I) ... (" .:; "l ': , -0 ~i,~ " ... ~ ~L 0 ~~ W -. ~ CD CIl>< fil '"' ..:lE-< \0 CI 'tl III 1&1 = ..:lZ N I>: Q) - ...... ..:l ti fi! H:O< 0 0 en Z \0 !il~OH .-l fil III Ofil . o ..:l \ll- E-<1&oU~ 0 CI Q) HUItl :l ~~~Ill~ I u E-<H ~ CI.l .Z':' Ot:l> \0 < Q) <E-<fil !:l Z..:l '" :r: t:l UO..:l ~ .......l0.., 1>:<>< '" 1&oE-< HZ:O ~.....l:r:'" Ofilli1C1l .-l 01>: 1&0 I>: a <~=ll.E 1&oE-< Z ~~~ H1&o ~ llI:;ill. C filCllfilZ E-<Ol>: lllHlllfil I>: fil Ill.." ClXll. . <><:r: fil t:l 1&1"'< fil:O 0 E-<I>:< U Z l:l U I>:U Z Q) CIl<1>: :0 I-< filXCI c:: H .. .. . . .. .' ( -. ~- ....,' . , .~ . -<<<II}- t?#~e.r p/ DEBRA K. WALLET 24 N. 32nd 5'1<<' Camp Hill, PA 17011 Tr/cphonc (717) 737,1300 CERTIFIED COpy ATTORNEY FOR . " _.~_..., "-,,,,,,",,, .''''-'.<".;..",.._..o~.....~". " , (. , '..,,) . ) " . ,:. J . ~ l" :;. ." ,I ;.,. ~ ' - , ' ; .: . , .; .\ .- ': : . . , .' \~ J l:':, \' , ~, , '.! ._-" -..,.-- - -, ,- . .... .'-- .-.~ ...'-- - ,..--- --....--....~ -- r ' , ~. , \ BURE.U OF INDIVIDUAL TAXES lNUlRI'AHC( lAlt DIVISION Dt:PL lIObOI HARRISBURG. PI 11lza-OhOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT /~t} 1t'.hUII tIP 111.'" ROBERT E PRYDE 423 MARKET ST KITTANNING ESQ DATE ESTATE OF DATE OF DEATH rILE NUMBER COUNTY ACN 06-0(,-97 GRAIlAM MARY 12"09-96 21 96-1026 CUMBERLAtlD 101 ^.~unl ~.I~~.d_=j MAKE CHECK PAYABLE AND REMIT PAYMENT TO: M PA 16201 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTEI To in sur. prop.,. cr.dit to 'i'our account, sub"tt thfl 'IOOfllr port'nn nf thh In,." w!." ~....,,. ..... r.y..'t.... CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R-E-Y:i60-j-EX--AFP--foJi=97i-------...--iNifERiifANCE--rAX--STA-fEHifNr-iiF-AC-Couiif--.-..--------------------- ESTATE OF GRAHAM MARY M FILE NO.21 96-1026 ACN 101 DATE 08-04-97 TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED AtN IN TltE NAHED ESTATE. SnOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-30-97 PRINCIPAL TAX DUE, 35,719.31 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 03-07-97 AAIB5251 1,784.21 33,900.00 04-08-97 AA185365 .00 124.31 07-21-97 REFUND .00 89.21- TOTAL TAX CREDIT 35,719.31 BALANCE OF TAX DUE INTEREST AND PEN. .00 TOTAL DUE .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS lESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" IC?), YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF TltlS FORH FOR INSTRUCTIONS. I Elf{tt?fT "A t. 2\. II Unt 18;, groa'" ,han line 19. en'" 'he d,II0r0nce an line 21 Thi, i"he TAX DUE. (211 _.,-...-- 124.31 A. En..' ,he in"roll an ,he balance duo on lint 2\,0. (21,0.1 _....:9.:...- .--..-... B. En'" ,he '0'01 oll;ne 21 and 21,0. on lint 2\B Thi, ;"he BALANCE DUE. (21BI 12~.31 ~~_~!_ Check Payable 10: Rtg~~.~~~~~Y'i~~~!_~g.nl _" -- _... ..----.- :-- .- ----.- --- .._.._-- ~ ~ BE SURE TO ANSWER ALL OUESTIONS ON REVERsE' SIDE-AND TORECHECr. MATH ~';,j(--"-'- Und.. penahi.. 01 pe'lu'Y. I d.da'. 'ha' I ha.e e.amin.d ~h:;-,~;;,;;:-;;;;i,d,"g accampa""ng7ch;d"" a"d"a~~';;;;;-;-;;d'O 'he b..;-.;l;;'-;-\'n~.I'd9-'- ~~d' b-;T;i i' i, lrue. carre" and campi... I doc'a.. ,ha' all roal"'a" hUI bee" "po"ed a' "u' ma..e' .01" D.da,ohon 01 p..pa... olh.. Iha"" ""'0"01 '.0...."0'''. ,; bcsed on all information of wh;(h preparer hc, any knowledge !IIQN"IUIl Of 'USCN IU'QN!I'ILl '0' IILIf'lG UTURN "'OOIlU~ . ~~I.~'I-_.RD.Z,.KUt.<!!IDi~,_r,Ll(j20L-_.-- d" U . 011.(.' ~ '::>''11 "OOIlI\') ._ L\r-~ ~ 42HJ(llliLlliC1:.l,_.KLU(mnLl1i!.,_l'lL..1620L.- UV.l)OO EA t 17-qAI '" z .., C .., U .., C .., '" "con uu:)C ..,..u 51~ ....'" ..,z ~~ COO u~ i. /{.:\:' }(\ ..... ..,.. /)"-/tl7-/0 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) C-/ \fORDATlSOfDIAIHA"IR 1213,1/9\ CHICKHIRI If A SPOUSAL ! " \. POVIRlY tRIDIT.15. tLA.I~ID ." .. fill NUMBIR I 21 96 u Jcgulm CO.Dl ,e.. 1026 t.\.iM8Ek I I \ .l COMMON,^IAllH Of P(P-lHSfLVA"'IIo DI,,,nMfNl 0' .(vft~u( OfP1 181;(.,Cl HAUISIUR'!+ PI. 'lUll ~~, DletDIN '!I N......t II,,!.I ,., I, ",lO "'"CO.f Itt"""'~l litC.ttlll,t !ICo",..tll ..~\lJ'O\ 325 ~c51ey Drive ~lechanic5burg, PA 17055 C'""'f..ou..~~~c~~r'~~;~'M"O""--=-'~_~~= [; 3 Remainder R'liJrn (for dOl" of death prior 10 17.13.82) o 5. Federal etlO'1 Tall R,h.Hn Requtlld -1 a ToIol Numb., 01 Sol. Oepo," 60"" GRAIWl ~!i\RY N. G. 'OC".~ nevI'" NUMUI DAn O' 01...1" OAll or .,IIH __12-9-:..'!.L ___L2-1-08 ..j ...'''''.'\11 liJ1,.,toCi "0..\1' ......, L~",I "\' ....0 .,.,c.:;,! ,,!.'., )OCI"~ SICuIlIT' NUMUII 189-26-6725 r.:: 2 Supplemental Return ~ 1. Original Return o ... limited ello't 0 40. Future Inllr.,1 Compfomill (for dOl" of death alt" \2.12.82) 5J 6. Oeced.nt Di.d 1'''0'' 0 7 Ooc,d,nt Maintained 0 living T ru" (Alloen copy 01 Willi lAlla en copy 01 TruI'1 ALL CORRESPONDENCE AND CONFIDENIIAL TAX INFORMATION SHOULD BE DIRECTED TO: ,..,ll,ll \CO""1111 "'''''1 ~." ...OCIU!l I I I Robert E. Pryde. Esquire lUI'HOP>lt NUM'll 423 ~Iarket Street Ki ttanning, AP 16201 z C 5 E ~ u .., .. (II 121 (3) 14 I 151 161 (7) -0- 266 ,1lZ . 59. -0- ...- ._--'-- -0- 7067 . 32 -0- -0- 273.624.91 1. Real E,'a.. ISchedule AI 2. SIO(~' and Bonds ISchedule 6) 3. Cloltly Held Slock/Parlntf,l1ip Inlt'.., 15chedl.l1e q A. Morlgag's and No'" Recei\'oble (Schedule 01 S. COlh. Bonk O.polill & Mile,noneoul P,rlonal Prop.rly (Schedule EI 6. Joinlly Owned Prop.rly (Schedule F) 7. T,an"..' (Schedule GllSchedule l) B. Tolal Gran Ant" (Iolalti"" '.7) 9. Funeral Expens". Adminil'roti.... CollI, Mi".l1onlloul Eltpen,,, (Schedule HI 10. D.btl, Mortgage liabilities, liens (Schedule I) 11. Tolol Deductions (lclotlin" Q & 101 12. Ne' Value of EIIOII (lin. 8 minuI lint 11) 13. Charitable and Governmental Beques's (Schedule J) 14. Nt' Value Subject to To.l (line 12 minulline 13) 15. Spousal Tranlle" (for do'" 01 death ohe, 6.30.94) S.. lnllruclionl for Applicoble Percentog' on R.".rn Sid.. (Indud. volu" from Schedule Ie Ot Schedul. M) t6. Amaunl of line 14 takable 01 6% '0'0 (In dude valut1 from Schedule K at Schedule M ) 17. Amounl ollin. 14 tall.abl. 01 15% role (Indude valu.. Itom Sch.dule K at Sch.dule M.) 18. Principal 1011. due (Add loll. from linlt 1 S. 16 and 17.) 19. C,.dill Spousal POYltty Credil P,ior Paymen" + 3J.9QO.00 I B I 10,~96.20 --_.~~._- (9) (101. 1111 1O,~9l)...lQ...._- 1121 _42..3,J.1JhD.---- (13) 2~000.00_ 1141 u__)38,12~,.71...--.--. -O~____',_. -Cl=.--------.- --=-~--- (l5} 1161 (171 -0- . .06 = . .\5 = 70 "'0 71 _-:..:=J'....,...; ~-- 1....,.. .,,, 1..,)0, ",,0./..1. (181 z C ii '" :> .. S C u :l '" tnteru" Oilcounl + 1,695.00 1191 _-15...5..95.Jl..Q.-m--... (201 --'-' -- ----- 20. If line lQ is gt~Oler Ihon lint 18. .nl~t 'h~ d,llerence on line 20 This il Ih~ OVERPAYMENT. Ii! C '1I4:rn ",ui..laYI.l'. ,li_.I_I,11I .1 tllu! .'.l,11Tr.'r. r:1aTI.l'la'l'.!-lJ :.l:.1'" ,1-1 ,Il l,oI,'i-"-""'-' --.. - .-. 3- .J.S"' -=-.97.- l....j ~...:Jf=-';tt:: Act .48 of 1994 provld81 for the reduction of the tax rates Imposed on the net value 01 translers to or lor the u.e of the .pouse. The rate. as pre.crlbed by the .tatute will be: e 3% (.03) wl\l be applicable lor e.tate. of deceden" dying an or alter 7/1194 and belore 111/96 e 2% (.02) wl\l be applicable lor estate. of deceden" dying on 01 alter 1/1/96 and belore 111/97 e 1% (.01) wl\l be applicable for e.tates of decedent. dying an or alter 1/1197 and belore 1/1198 e Spousal transfer. occurring on or alter 1/1/98 wl\l be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (..-) IN THE APPROPRIATE BLOCKS. YES NO 1. Did detedent make 0 transler and: d. receive Ihe promise for Iile 01 either payments, benefits or co rei ....................................... X 2. II death occurred on or belore December 12, 1982, did detedent within two years preceding death transler property without receiving adequate consideration9 II dealh acturred aher December 12, 1982, did decedent transler property within one year 01 death without reteiving adequate tansideralioni........ .............. ........... .................................................................. 3. Did decedent own on 'in Ir"sllo" bonk actount at his or her ~.".h9 ........................... ....... IFJHE.ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .- s,. cO I ,- j' , J::> rju , 'J. aly:'tollli.I""l SCHEDULE "a" STOCKS AND BONDS COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT ESTATE OF FILE NUMBER 21-96-1026 GRAHNI HARY ~I. G. All propeny lolntly..,,,"e- "llh Algh. 01 Bu.-Ivonh'p mu" be _IlCoo..- a" Iche_ule ".'" VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION AARP G~~ & U.S. Treasury Fund, 9,387.154 shares @ $15.13 MRP High Quality Bond Fund, 3,970.917 shares @ $16.14 AARP Growth & Incon~ Fund, 529.886 shares @ $18.68 AARP Balanced Stock and Bond Fund, 1,874.632 shares @ $47.22 142,027.64 64,090.60 35,018.18 25,021.22 1. 2. 3. 4. TOTAL (Also enTer on line 2. ReclpiTulation) $266.157.59 tll more ,pIC. 1\ letted 1n..,1 additional ,heeU 01 ,.me ,In) . 1I~_t~".IUFl . . ESTATE OF ~j!- COMMONWfA\lH O' 'INN,nVANIA INttunAHCI 'AX II1UIH IUIDIHI DICIDIHI SCHEDULE E ~\ CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY _ Ploo,o Print or Typo FilE NUMBER 21-96-1026 GRAlWI, ~lARY H. G. IAII ,ro,erty lolntty.owned wllh the RighI 01 Su,vlvollhl, mv.t be dl"lo..d on Schedvte PI ITEM NUMBER 1. 2. 3. 4. 5. DESCRIPTION VALUE AT DATE OF DEATH PNC Bank N.A., Bethany Village Branch, 325 Wesley Drive, Mechanicsburg, PA 17055 Checking Account #50-7009-4623 Pennsylvania Teachers Retirement Board ~nited States Coast Guard Retirement Refund - Bethany Village 4,996.39 398.03 240.90 1,482.00 350.00 Personal Furniture - Sale Proceeds S 7,467.32 (Anoth additional By.H )( 11H .huh if mar. 'pot. i. n..d.d) IIYIIII..,'1111l1 IsfATI 0' ~i;g. COMMONWf,t"t" 01 '(NN\1'...."'NI'" INHIIII"NCf IAI .nul,.. ,,\ID(N1DICICINt SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type ,ill NUMBER 21-96-1026 GRAIW1, HAllY ~I. G. ITEM DESCRIPTION AMOUNT NUMBER . A. Funeral Explnle.. 1. ~Iyers Funeral Home, Nechanicsburg, PA 6,853.82 2. Gingrich Nemorials, tlechanicsburg, PA - engraving date 60.00 B. 1. 2. 3. c. Administrative COltl: Personal R.pr.senlati..... Commiuian, Social Slcurily Numbor 01 Por.ono! Rlprollnlotiv", Year Commillian. paid Allarney F... Robert E. Pryde, Esquire 1,100.00 Family Exemplian Claimant Addroll 01 Claimanl 01 decedonl'. doath Slr..1 Add..1I Cily Relalian.hip Slole Zip Cado 4. Praboro Fo.. Cumberland County Register of Wills 270.00 1. MlscellaneouI Expensel: Advertising Letters: Patriot News Cumberland Legal Journal Sanders Tax Services - Federal & State returns Personal Tax - Cumberland County Receipt & Release - Family Settlement Notary Fees 45.14 60.00 75.00 20.00 25.00 10.00 2. 3. 4. 5. ~ThUED.............. .. TOTAL (AI.o onlor on lino 9. ROcoDirulolion) s 10,496.20 (II mOil ,pace I, "..d.d, Inu" addlllanal ,h..t, of ,om. ,1..1 SCHEDULE H FUNERAL EXPENSES. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES - CONTINUED ESTATE OF MARY M. G. GRAHAM FILE NUMBER 21-96-1026 6. Filing Tax Returns & Inventory S 25.00 7. Vivian Sunny - Sewing 32.00 8. Weiss Pharmacy 63.06 9. Alert Pharmacy - Bethany Village .98 10. Sue Carr - hair care 10.00 11. Northwestern Home Health Personal Care 288.00 12. Jean R. Elliott, Executor - air fare, motel, meals and 1,558.20 Car rental from Florida to Pennsylvania .. , " .. ....j :.~;).',. I."' 1llast ~nlill (tub W~stct1lt~ut ) I. MAllY MARTllA GEOR(:" l:IlAIIAM. n rcnldcnt of !lethnny Vlllnllc Iletlrcment Center. 325 Wesley Drive. Mechnnicsburg, Cu,,,berlnnd County, Pennsylvania, being of suund mind nlld memory. do mnke, publish nnd declare this to be my Last Will and Testnment. hereby revoking any and all Wills by me heretoCore mnde. ITEM I: I direct that my Cunern1 expenses and all my just debts to which there is no legal deCense be paid as soon aCter my death as may be convenient. lTEM 11: I give and bequeath unto the MOUNT OLIVET UNITED METHODIST CHURCII oC Mechnnicsburg, Pennsylvania. the sum of $25,000.00 to be held by it IN TRUST to establ1Bh a perpetu'n1 nnnuity, the income from which shnll be nppl1ed solely to the beneCit nnd support of the ministry of mUBic of snid Church. ITEM Ill: All of the rest, residue nnd remninder oC my estnte of whatsoever kind nnd wheresoever sHunte, 1 glve. devine nnd bequenth to MRS. JEAN R. ELLIOTT oC R.D. "7. Kittanning. Pennsy1vanis. 16201, as n token oC my apprecintion for her willingness to take responsibility for my care nnd well being nCter the denth oC my husbnnd. ITEM IV: I appoInt JEAN R. ELLIOTT to be the Executrix of this my Last Will and Testnment. she to serve without bond. IN WITNESS WHEREOF. I have hereunto set my hand to this my Last Will d ., ,} d f /' . -r- 19 4 an Testament. this ~ ay 0 , .~~.;/,,~.. 9. Ie; '<: .., .... . -, . . ~ . .... -.-.........,.___-r--rv-"""'.-.,.~T'I~~.-....- ..,.~~ ", ......~. ....;':~ ....;.. ;I~:'.' ' . ~.~ ,~, :.~. .' ":' ,~'.11~(. .,. ,i. J':.'" ,.' .' :.; " I . .... ~."" '. .. , t,'l . ,,;.... .,.'. ,\.,,'" " "", '.. ':..l..' ~:,\.I .' ',. .-..f."'" This instrument was by MARY H^RTII^ Gf.ORGE GR/lII^H on the date hereo!, signed, publiBhed and declared by her to be her Lost Will and Tentament, in our presence, who. at her request and in her presence and in the presence o! each other. we believing her to be o! Bound and diapoaing mind and memory. have hereunto subscribed our namea as witneBaea. / . ."....{ \...1' -7. .l. ./ ~jHt1I- .,./,. ':;)1-/..711 ,f'.-JI-itt. ." ; I ,/ .L;~Ml-:74/,!;. .~U' - 2 - ,. , <::",,' . , ;....JI....,......~. .' .~~-.::-..~., }..'~.m.....;::i:"':..,.~!"'. . ..f~~rJ.'.~.,.:J:!,,:,;;.;'; '. ..t"U:;V' "": ...1' ....~.......... , ",1.' . . .'"'iJ,.~11~':". :~,.,:t . . r~1 - .,~ .. _." .....- - - . . .'1). . :;.. . .. {tot, . ..:. :;!' .~... '~.:' ~;~~. . . I" '. ~:. .). \ .r,l r.r ;"j;?~' , .. '1f' ...- ".', , , "'-... ~'1'''''. ,\;.' I '_ \ l.,".~...._._,:",. ,". ~""V"fp."J.' ., ( " ", ~. . .., \' . '.. ,: flJ~ . . . . . ... . ( . : '0:" SELF-PROOI' 01' WIl.I. COMMONWEALTII OF PENNSYLVANIA COUNTY OF CUHBERLAND SS I, l1ARY l1ARTIIA GEORGE GRAIIAH, the testatrix whose name is signed to the attached or foregoing instrument, having been duly quolified according to low, do hereby acknowledge that I signed and executed the instrument os my Lost Will and Testament and that I signed it willingly and os my free and voluntary oct for the purposes therein expressed. Sworn to Or affirmed and acknowledged before me by HARY HARTIIA GEORGE GRAHAM, the testatrix, this ..,?,;? day of .~~~<><,~",.7- , 1994. NOTARIAL SEAL DEBRA L SWAUGER. Hollry Public Upptr Allin Twp Cumbt~.nd Co PA lAy Commllllon ExplrlllAllch IS. 1M ~ ~, )n rt.<4// P,f.a.y, -/:1.1.{,/( .#.4-1- '1 TesJat\;x ///, ~'/~/J// c- ~ <'__' Notary Public;-1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND liS We,/./{/ and.~J! " , the witnesses who e names are ned to the attached instrument, being duly qualified according to low, do depose and soy that we were present and sow the testatrix sign and execute the instrument os her Lost Will; that the testatrix signed willingly and that Mary Martha George Grahan execuced it os heL free and voluntary act for the purpo!es therein expresse that each subscribing witness in the hearing and sight nf the testatrIx signed the Will as 0 witness; and that to the best of ""r kn<;>..,ledge the teststrix was at that time 18 or more years of age, of sound mind and under no constraint Qf undue influence. , HOT ARlAL SEAl IlfW l IWAutER. HoWy Public UBM/ ~II", lw~ C>.IllIbtlltll\l Co PA ~i \lO~Ji)i'il'6l\ ~t'l NlItll16. 1. Sworn to or affir~ed and subscrig~d to before me by . and((/lj~ ,I ~ 'T',' .?J/j,. " 1 .! ,witnesses, .phis f /. 1994 ' . o "/'.'{"'"" , '- ... ./ic:c'-I--.x .j)~ A;:"rL'~l-- ./ J Witnead /7 I- h-b-7b,o( ~ ')?j'~", WitnW <:,tf~ . N~ ~4d?~ I . .J:.) dsy " I t . , I I l_fOlD""f I I I I I I 1 I I I I I , I t . , I . I I I I I I j ....1"'11...") COMMONWEALTH OF PENNSYLVANIA DIPARTMINT OP RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* gNo. AA 185366 RECEIVED FROM: & ACN ASSESSMENT P:' CONTROL ... NUMBER AMOUNT ROBERT E PRYDE ESQUIRE 101 U C" .:1I 423 MARKET STREEl KITTANNING. PA 16201 ESTATE INfORMATION: I:t filE NUMBER ~ 21-1996-1026 SSN 189-26-6725 !:II NAME Of DECEDENT (LAST) (fiRST) (Mil ~ GRAHAM MARY MARTHA GEORGE ~ DATE Of PAYMENT iii 04/08/97 m POSTMARK DATE COUNTY CUMBERLAND DATE Of DEATH 12/09/96 REMARKS JEAN R ELL I OTT C/O ROBERT E PRYDE ESQUIRE SEAL CHECK It 016 fa TOTAL AMOUNT PAID '5124.31 SK " " t', \ ' . '.,' .~ .' I' I , RECEIVED BY / ".,/ / ,~ . ,/, . .... ,/ ,,1/'-, 1" SIGNATURE- ,L , .I ~' MARY C. LEWIS ./ REGIS1ER OF WILLS REGISTER OF WILLS --_.~--_.--------'-- . , . __._ _n__. ____. _~ __.. __.. _- - ._-- --- --- --- " r--- 4 -- ..-. ._--~- ...-..~~. -- i ! .,:. 1!J<-/Jj7~ /t' BUREAU OF INDIVIDUAL TAXES (..<<(AI r"NC[ fAIl DIVISION DEPT. za0601 IURAlsaURa. PA lil:a-ObOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INItERITANCE TAX APPRAISEHENT. AllOWANCE DR DISAllOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ROBERT E PRYDE 423 MARKET ST KITTANNING ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 16201 1- 07-07-97 GRAHAM 12-09-96 21 96-1026 CUMBERLAND 101 Anount R..ltt.d * ....I"tUIl. .U.1I1 MARY M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ilifY:is4j-EX-AFpUfoj-=97rNOificE--OF--XNHEiiiTAiicE-ifAX-iiPPRiiisEHENT-;-AL'DiwAiicE-iiFi-_m_m_mm- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GRAHAM MARY M FILE NO.21 96-1026 ACN 101 DATE 07-07-97 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of llna 14 at Spousal rat. liS) 16. A.aunt of Lina 14 taxable at lina.I/CI... A rat. (16) 17. AMount of lina 14 taxabl. at Collat.raI/CI... Brat. (17) 18. Principal Tax Dua TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule A) (1) 2. Stocks and Bonds (Schadule B) (2) 3. Closely Hald stock/Partnership Int.rast (Schedula C) (3) 4. Hortgag../Hot.. Recaivabl. (Schedule OJ (4) 5. Cash/Sank Deposits/Hisc. Parsonal Property (Schedule E) (5) 6. Jointly Ownad Property (Schedule fJ (6) 7. Transfars (Schedule C) (7) 8. Total Alset. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expens../AdM. Costs/Hisc. Expense. ISchedul. H) (9) 10. Dobts/Ha,tgogo Llobll1tlos/Llons ISchodulo I) (10) 11. Total Deduction. 12. N.t Value of Tax Return 13. Charitabla/Govarnaantal aaqua.t. ISchedula J) 14. Nat Value of E.tat. Subjact to Tax NOTE: TAX CREDITS: PAYHENT DATE 03-07-97 04-08-97 RECEIPT HUHBER AAIB5251 AA185365 DISCOUNT C.) INTEREST/PEN PAID (-) 1,784.21 .00 J CHANGED .00 266.157.59 .00 .00 7.467.32 .00 .00 (8! 10,496.20 .00 Cll! 112! 113! 114! .00 X .00= .00 X .06= 23B,128.71 X.15= (18) AHOUNT PAID 33,900.00 124.31 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE HOTE: To insure proper credit to your account, sub.it tha upper portion of this fora with your tax pay"ant. 273.624.91 lO.4Q6 ?O 263,128.71 25,000.00 238,128.71 .00 .00 35,719.31 35,719.31 35,B08.52 B9.21CR .00 89.21CR . 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 OUE IS REflECTED AS A "CREDIT" ICRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS.! AESERVATION: PlJIlPD$[ Of HQTlCEI PAYHEHT: AEFUHD (CA): t") I '. . . - \ ~ Eltate. of dec.d.nt.;~i"9 an or before Oec.ab.r Il, 1911 -- If any future Int.re.t In the ..tat. I. tran.f.rr.d In po.....lon or .nJoy..~t to CI.s. I (coll.t.ral) beneflclarl.. of the dac.d.nt aft.r the ..plratlon of any e.tat. llf. or far ye.r., the Co..onw..lth her.by ..pr...ly ra.arv.. the right to appral.. and a...s. tr.n.far Inh.rltance at tha lawful CI.s. B (coll.ter.l) rat. an any .uch future Inter..t. f., h.e. To fulfill the r.qulr.e.nt. of S.ctlon ll~O of tha Inh.rlt.nc. and E.tate T.. Act, Act II of 1995. (7Z P.S. S.ctlon 91U). D.tach the tap portion of thl. Notice and .ubalt with your p.y.ant to the R.gllt.r of Willi prlnt.d on the rev.r.. .Id.. ""ak. check or .aney ord.r p.yabl. tal REGISTER OF MILLS, AGENT A r.fund of a t.x cr.dlt, which w.. not requ.lt.d an the T.. Return, .ay b. r.quelt.d by coapl.tlng an "Appllc.tlon far Refund of Pannsylvanla Inherltanc. and E.t.te Ta." (REV-Ill1). Application. .r. avallabl. at the Office of the R.gI.t.r of Will., any of the Zl Ravenue DI.trlct Offlc.., or by c.lll~ the .p.clal Z~-hour .nswerlng s.rvlc. nuaber. far foras ordering: In P.nn.ylvanla l-100-16Z-2050, outs Ida p.nn.ylvanla and within local HarrllbUrg ar.a (717) 117-1094, TOOl (717) 772-lZ5l (He.rlng lap.lrad Only). OBJECTIONS: Any party In lntera.t not .atl.fl.d with the .ppr.i....nt, .Ilowance or dl.allowanc. of d.ductlon., or als.ls.ant of tax (Including dl.count or Int.rast) .. .hown an thl. Notlc. au.t obJact within .Ixty (60J d.y. of racelpt of thl. Notlea bYI AUtUN ISTR"TIVE CORRECTIONS1 DISCOUNT. PENALTY: INTEREST: --written prote.t to the PA Oaparta.nt of Ravanu., Bo.rd of Appaal., D.pt. Z110ll, H.rrl.burg, PA .-.lectlon to h.va the .att.r dat.ralnad at audit of the account of the par.on.l rapra.antatlve, .-appa.l to the Orphan.' Court. 11128-1021, OR OR Factu.l arror. dl.cov.rad an this ...a..e.nt should ba addr..sed In writing to: PA Dap.rt..nt of Rav.nu., Bur.eu of Indlvldu.l T...., ATTH: po.t A.......nt R.vl.w unit, D.pt. la0601, H.rrlsburg, PA 171Za-0601 Phon. (711) 117-6505. S.. peg. 5 a. the boOklat "Instruction. for Inheritance Tax Return for. Ra.ldant Decadent" (REV-1S01) for an ..planatlon of .d.lnl.tratlvely corr.ctabla error.. If any tax due I. paid within thr.. (]) cal.ndar .onth. a.tar the d.c.dent'. d.ath, . flv. percent (5%) dl.count of the tax paid I. allowed. The 15% tax a.na.ty non-p.rtlclpatlon p.nalty I' coaput.d an the total a. the tax and Int.r..t a.,..lad, and not paId b.fora January la, 1996, the flr.t day aftar the .nd of the t.x ..na.ty p.rlod. Thl. nan-particIpatIon p.nalty I, appealabl. In the .... .ann.r end In t~ the .... tl.e p.rlod a, you would appeal t~ tax and Inter..t that hI. bean a..a..ed al Indlcat.d on thl. notice. Int.rast I. Charged b.glnnlng with flr.t day of d.llnquency, or nln. (9) .anth' and on. (1) day fro. the data of d.ath, to the data of pay..nt. Ta... which b.ca.. d.llnqu.nt bafor. Janu.ry 1, 19aZ b..r Intara.t at the rata of .Ix (6%) perc.nt p.r annul calculat.d at a d.lly rat. of .00016~. All ta... which b.ca.. d.llnquent on and aft.r January 1, 19a1 wtl1 ba.r Int.r..t .t a rat. which will v.ry fro. cal.ndar y.ar to calandar yaar with that rat. announc.d by the PA Dapart..nt of Aav.nu.. The appllcabl. Int.r..t r.t.. far 19aZ through 1997 .r.1 '!!.!! Int.r..t Rata Dally Inhrnt factor :!!!! Intarnt Aat. D.lly Inter.st factor 1981 lOX .00054a 1987 'X .000Z47 1911 16% .OOOUI 19a1-1991 11% .000lDl 19a~ 11% .000101 199Z OX .OODZU 19a5 UX .000lS6 199]-1994 1X .00019l 1986 lOX .000274 1995"1997 'X .000ZO ulnt.rnt I_ calculated .. follow'l INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Natlc. 1.lued .,tar tn. ta. b.co... d.llnquent will r.flect an Int.r..t calculation to flft.en (15) day' bayond the date of the ....s...nt. If pay..nt Is .ad. aft.~ the Int.r.st cOIPutatlon data shown an the Hatlc., additional Int.r..t au.t b. c.lculat.d. '. /S"-/ '/1-1/1 BUREAU OF INDIVIDUAL TAXES .....AIfAHC[ tAx DIVISION OCPf. lIGlO! UlJtAJSlUAG, PA l111a.o.ol COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT t' ~ '* In-1I11II "'e".'" ROBERT E PRYDE ESQ 423 MARKET ST KITTANNING PA 16201 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 08-04-97 GRAHAM 12-09-96 21 96-1026 CUMBERLAND 101 MARY M A.ount R..Ut.d MAKE CHECK PAYABLE AND REHIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To Insure proper credit to your account, sub"it the upper portion of this for. with your tax p.~.nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... REy:i60-j-EX-AFP--fflJi=m-mm...--iNifERii:ANCif-YAX--STATEitifNT-iiF-AC-Couiif--.-..-m-m------------- ESTATE OF GRAHAM MARY M FILE NO.21 96-1026 ACN 101 DATE 08-04-97 TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-30-97 PRINCIPAL TAX DUE, 35,719.31 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-07-97 AA185251 1, 784.21 33,900.00 04-08-97 AA185365 .00 124.31 07-21-97 REFUND .00 89.21- TOTAL TAX CREDIT 35,719.31 .00 .00 .00 BALANCE OF TAX DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS lESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I INTEREST AND PEN. TOTAL DUE --.- PAYMENTl Detach the totlPGrUon of thll NoUn and .ut.1t vlth your pepent .ade peYabl. to the nue and Itddr... prlntlMl an the nverM~ sId.. I' RESIDENT DECEDENT .ake check or ~v ard.r peyable to: REGISTER OF WILLS, AGENT. If HOH~RESIDEHT DECEDENT eek. check or 80ney ard.r peyable to: COKHONWEALTH OF PENNSVLVANIA. REFUND (CAli A r.fund 0' e te. credit, which v.. not reque.ted an the Ta. Return, l!lay be requ..t~ by coepletlng an .ApplluUan far R.food 0' P"".ylvanll!l Inherltence end E.tat. Ta.. (REY-1313). AppllcaUan. ar. .ve11abl. at the Qfflce of the R.gl.ter of Will., any of the lJ R.venue DI.trlct Q"lc.. or 'roe the Depert.ent.s 24~hour an'>>erlng Mrvlce nuee.rs for 'ore. ordering: In Penn.ylvanl. I-IDo-J6Z-ZDSo, out. Ide Penn.ylvanl. end withIn loe_1 Herrlsburg .r._ (111) 117~1094, TOO. (717) 77Z-lZSZ (Heerlng rep.lr~ anlyl. REPLY TD: DISCOUHTl PDlAL TY: INTEREST I Oue.tlons reg.rdlng .rrars cont.lnad an thl. notlc. ~Id be addr...ed to: PA o.p.rt.ent of Revenue, Bureeu 0' Indlvldu.1 Te..., ATTNI Pa.t A....seent R.vlew unit, Dept. ZID6ol, H.rrl.burg, PA 17Ill-0601, phon. (711) 1a7-6505. I' any tex due Is P_Id within thr.. (J) c.lender eonth. .ft.r ~ ~edent'. death, e flv. ~rcent (5%1 dl.count 0' ~ te. peld I. _llowed. The 15~ tax eene.ty non-pertlclpetlan pen.lty I. coeput~ an the tatel 0' the tax and Int.re.t ......IMI, end not peld befar. Jenuary II, 1996, the flr.t day eft.r the end of ~ tax aene.ty ~rlod. Inter..t 11 dulrgad beglmlng with first dey 0' dellnquency, or nlM (9) eonth. end one (1) dey froe the det. 0' d..th, to the dete 0' p.yeent. T.... which beeaee ~llnquent befar. January I, 191Z bear Int.r..t et the rete 0' aI. (6%) percent per l!ll"Ir'Il.- c.lcul.t~ et . delh r.te 0' .DDOIM. All t.... which bee.. dellnquent an and .'tlr Januery I, 191Z will bier Inter..t et e rete which will very froe celender y..r to celender yeer with thet rete ennounclMl by ~ PA o.perteent of R.venue. The appllcabl. Intere.t ret.. far 1912 through 1997 ere: Yeer Intere.t R.te Deily Int.r..t Factor V.er Inter..t Rete Dally Int.r..t Factor 1912 ZOX .000541 1917 OX .000l47 19U lOX .DoOUI 1911-1991 IU .000101 l'" 11X .DODJoI l... 'X .OODZ~7 1915 UX .00US6 199J~I~ n .000192 I... lOX .000271, 1995~I991 OX .000247 --Int.r..t II celeuletlMl .. follow. I INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NoUn Inued .fter the tax becOM' delinquent will reflect an Inter..t c_lcuhUan to flft.." (15) dey. beyond the det. of the ........"t. If peYMnt Is Ada .fter ~ Int.r..t ~tetlon dete shown an ~ NoUn, ~Itlanel Inter..t ...It be Cl!llwl.t~. COMMONWEALTH OF PENNSYLVANIA COUNTY OF EUMIIlWAJlD AIlHS'l'1l0NG II: .ICIIll Il. r-; I J lot t -- - . '.--- .-.-.-. .- -.--..-.- ,--'" -.- ,~_. -- bolng duly _ _.J!~.r.Il_. . _ according 10 low, dopo,o, and .oy. Ihot Rho . j 5...lhc.,(:;ltCCu.tr ix __.________._. .._ 01 tho E.lolo 01 _ Mary Martha GcqrmLQx,QIJm!!...._.- I I I ,M, e,.chanicsburg C bid C I P d d d th I th I . 0 __" - .----. - --I um or an oun y. a., ocean an a I within Is on invenlory medo by.._ ..J~all.R._ E1LiotL --- - .----, the .0idJ..1I~cutr:iJL.- ollhe entiro eslolo 01 .oid decodenl, con.i.tin9 01 olllho personal prop.rly and reel ostote, except real estale ouhide Iho Commonwoolth 01 Penn.ylvonia, and Ihal tho ligures oppo.ito oach item 01 Ihe Invenlory ropresonl it's lair .alue os ollho dato 01 docodenl's deolh. Sworn to and sub.cribed belore me, ) /7 fl;7' . ,__,.-qXtt.--:<- /c: ~I:A,;.--!L~.____ J Eucutor . AdmInistrator 5121 Sunnybrook Court .-------------- Hay 21 ctL<-;.,.. / 19 97 ..-[,l.,{ __ Cape Coral, FL 33904 NoIariaI SlIllI ~ J. Snyder. Nolaly PublIc III Boro.1\ImSlI'Dng CcunIY My Corn"bo>.. , ExpIros S<lpl. 26. ,oga -"~'-'- Addr... h 09 Dole 01 Oeat --.- Dey 12 96 Month Yu, INSTRUCTIONS I. An inventory musl be Iiled within three months alter appointmenl 01 personel representative. 2. A supplement invenlory must bo liled within thirly days 01 discovery 01 addilional esseh. 3. Additionel sheeh may be altached os to personalty or realty 4. See Article IV, Fiduciaries Act 011949. QP JJ '.'t --.' t.' ::J (,C. I ~I ~ ~I C1 ,; \0 W l:) 1-1 .. ~ N ~ a: < :J " 0 w aJ .D .. .... c.. ... 01 III u D 0 II> .. I 0 1-1 U C '" ,.. w a: w " D \0 I- :I: c.. 0 'M c.. c '" ... .... u. aJ C .; ~ Z 0 0 I U. .... ji l:)1 10 c.. :s: .... w 0 -< I .c i- -< N > Z a: ~\ U Z 0 aJ c C " .; - II> Z :i: 0 a: ~1 U Z w -< ... c.. ... :i:! c " >.' - ;: 0 .. 1-1' .<l ... oX r.l .. E - ~ 0 :i:' " " 0 .... U u: oa Invontory 01 tho roal and porsonal ostalo 01 Mary M'll-t~~~~I:'}.':.~Ei1~lillll _._----~_..- ....~..- .-.". --..---...-.- .---- 1. AARP GNMA & U.S. Treasury Fund 9,387.154 shares at $J5.13/share 2. AARP High Quality Bond Fund 3,970.917 shares at $16.14/share 3. AARP Growth & Income Fund 529.886 shares at $18.68/share 4. AARP Balanced Stock and Bond Fund 1,874.632 shares at $47.22/share 5. PNC Bank N.A. Checking Account #50-7009-4623 6. Pennsylvania Teachers Retirement Board 7. United States Coast Guard Retirement 8. Refund - Bethany Village 9. Personal Furniture (Based on actual sale) TOTAL docoasod r -~'~r.: 142,027 64 64,090 60 35,01 18 25,02 22 4,99 39 39 03 24 90 1,48 00 35 00 273,62 96 s~.~.:';s ;:.Z?':F.':' r:tICE::, ;;:JLZ .;.~: Name of Ceceder.,,: Mary Martha George Graham Date of Ceath: 12/9/96 '/H11 No. 1996-01026 Acmin. No. ?ursuant t~ Rul= 6.1: of the suoreme Ccurt Cr~hans' c~urt Rules, 1 r3~Qrt "he following with" respect t~ c~mcleticn of the admlnist=ati~n c: :he atc~:e-c~;t~cnec estate: 1. .State whether aerninistration of the estate is c~mclet3: '{oes Nc x 2. If the answer is No, state when the personal reoresentati'le reasenatl., telie'les that the administ.:::atior. ',;ill te complete: within 6 months 3. " the answe::: t~ Ne. ' is Yes, st.aee the fcllcwing: a. D~i :h~ ~€=sc~al =ep=es~n~ative :~~e a _. - :l:i.a~ accoun~ w~t~ ~"~ ~=c~~7 Yes ~l~ "i: any) .~- '--- t. The se;a::ate 0::;hans' Ccu=~ Nc. ~~e c~=scnal ::g~=ese~:a~i';~'s a~~~~:i.t is: c. Did the personal r~presentati~e state an accoune informally to the pa:::ties in interest? Yes No C. Copies of receiptS, releases, joinde:::s and approvals of fo~al or informal accounts mav be filed with the Cerk of the Orphans' Ccure and may be attached to chis report. Date: 9/5/97 J)..lli\.....-Il.w~ signat.u::e Debra K. Wallet, ESQ. Nilme (Please type or print) 24 N. 32nd St., Camp Hill. PA 17011 Address ~, 1717\ 737-1300 Tel. No. CdpilCity: personal Representative X counsel for personal representati'le ( MAH: rm fI i\M 3 l . '