HomeMy WebLinkAbout96-01036
IJETITlON HJR l'IwnATE lInd GRANT OF I.ETTEltS
Nu, _;fl:.JCf9& ~ ID~
Tu:
Estate of I',V,,\.YN 7.. NM:UI II"
al.lo known as
\legi~l<I uf WiII~ fur Ihe
f),'",'a.lI'd, CuuulY uf ClIlllhe r 1 ,l.!l!l-- in Ihe
Sorlal Security No, 177-2/.-57 n Cummuuweallh of Pennsylvania
The petition of the undersigned respectfully rCl'rc\CIll~ thai:
Your petitloner(s), whu islare 18 year~ uf agc ur "Idcr mdlhc cxccul\l.tJi
in the last will of the above decedenl, dllled _____/\Il.r1LL---
lIlllk~llkill# ,dntwk
namcd
, 19.!ili.-
("Ite relevant dU:lIm\ll1nct\, C,lt. renunciation, lIc;llh or (..(culor, C1C.)
Decedenl was domiciled al dealh in C"mherland County, Pennsylvania, wilh
It er last family or principal residence at 910 Peachtree Ilrtve , NechanicHburg,
Ili!'l "IU'l'l, nllll\ltl'f. '1'\\,11, ur BotH.1
Decedenl,lhcn qn years of age, died December 8 ,1996
al MeRRi~h Vi1ln~~. Upper Allen TownJlhiP' Cumb\UJJlnd Countv, PA '
Except as follows, dccedenl did not marry, was not divorced and did not have a child born or adopted
after executiOn of the will offered for probate; was notlhe viclim of a ~i11ing and was nevcr adjudicated
ineompelent: None
Deeedenl al dcath owncd properlY wilh eMimalcd ~'alucs a~ follow~:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal propcrty in Pcnnsylvania
(If not domiciled In Pa,) Personal propcrlY in Counl)'
Value of real estate in Pennsylvania
siluated as follows: No real estate
S 1.294.000.00
S
S
S
uu.uu
WHEREFORE, petilloner(s) respcetfully requc~I(l5) the probate of the last will aDlklOlllicilts)
presented herewilh and the grant of lellers testnmentnrv
(IC\13",enI3r)'; .uJmini\U31ion c.I.a.; adndni,ualion d.b.n,c.l.a.)
theron,
Company .
~'P~Ch:;::--D?t::- -
Nechanicsburg, PA 17055
1
'0-
'6i
"'c
i.g
"'.
_ll
~..
'\f_
l;O
a
..
ii\
Dauph~ Depo~k td Trust
By: ~,;:> . ./""
8 West High Street
Carlisle. PA 17013
OATH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH OJo' PENNSYLVANIA } l:lS
COUNTY OF CUHlIERLANIl
The petitioner(s) above.named swcar(s) or affirm(s) Ihatthe statemenlS in Ihe foregoing pelilion arc
lrue and eorrecttnthe besl of the knowledge and belief of pelilioner(s) and lhal as personal represen-
tative(s) of the above decedent petilioner(s) will weLUIY admin~COrding to law.
sworn. to ~r affirmed and subscribed ~ .~_(f3,- ·
bcforc mc thIS I 'Hh _ day of '\M~ i
!R1'~21'''lJ)Ij,'''"~ I
MN Y C. L' IS Reg'.Itc7; ~
No. J,l-Iqq& - ID3(P
Estate of
INI':t,YN 'I.. MM~llIIH';
I Deceased
DECREE OF PIWBATE AND GHANT m' LETTERS
DI'C. 16 96
AND NOW ___ 19__. In consldcratlon of Ihe pCllllon on
Ihe reverse side hereof, salisfaClory proof having becn rresenled before me,
IT IS DECREED Ihal Ihe Inmumenl(s) dalcd M' III L I, I Y 6 6
de5crlbed therein be admilled 10 probale and filed of record ;1\ lhe la,1 will of
I'VELYN Z. MAGUllll'
and Letters '1'J;'9TI\MfP\lT^HY
are hereby granted 10
DAUPHIN DEPOSIT BANK
.
AND '1'HUS1' CO AND MAllY ANN MAGUlllE
MARY C. LEWIS
\ i j, \t/.YN. 7f-!:{;
'f.-<c..P+y~
FEES
Probale, Lellers, Etc. ......... S 865. 00
Short Cerdfiestes( a .. . . . . , . ., S 1 !L1l1l
x'pages -,r.lJU
Renuneiilllon ."..........,.. S
JCP S 5.00
TOTAL .....:- S 697.00
Flied .. ..I}EG:..,. ,1.6.", ~.99.(i".,...,.",
A lTORNEY ISup, Cl, I,D, No.)
ADDRESS
"HONE
20 ~ :o~
3~ <l>()
0' .. r~~. g
!!: , 0 .... :J
~ C":l f' 1":\
.::.
C' - C'
(;, Ul
0 -0 ~,:;':.
, (, ::;"!(TI
r- N V>
~..:' 0
)>- ;~ 0 -
0
LETTEIlS AND ORDER TO BANK
1'11l~ I" III U IIlh IILII rill IIdqllU.lllttll 111'11' ,1:1\ 1 II l~ ,"l 1\ I I hi. '1'11.1 II "fllll! ,,' H'tll rI i 1'lljjl~,lIl' ill l!t"lth dill)' tiltd willi IIll' .1\
1111.1 Ht fl,>Il.11 lilt llfWIIl,d II tIlth ,If I' will bl 1111 \\ ,II'!' ,I r.. till ">1.111 \'11.11 HI ,,,I,l>, I tllll I It'1 )'C'rlll.lIl1lJl lllill~:
WARNING: Ills 1I100nll0 dupllclllo Ihls copy by pholoslnt or pholograph,
Nil
~'i\\\~\ffi'Qlf~~
"~'/ ......'... -"~\
~ '"' "" I \.....
:=;f' ~. '~
,-".1.0.
~ ' ,I,
~, .~".!.'&..,
....:.f/.flIH1UI ~~~
~~..!1t'J~'
~,::'?!::~7L
hI' I,q Ihl~ (lllrl" .lfl ~'1111
3880951
DEe () 9 1996
(),II"
I
CO....ONWEALTH OF PENNSYLVANIA. DEPART"ENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
1'WC00OCCltllNTI1..IoIoUI.L.... /
I. EVELYN
......-
z.
In/} CUieE
'WI 1"",,*"
Na SOCI.l&.KC\JAll'l'ltUUlIlft o.vrDf'OlA'H~o."""1
. F . 11../- 3.z - .;1?'J'O.. DECEI1J~EI!?' IP9r.,
_IHPUClIC",. PUOIOl'DlAHo-&
~.......,.c...1'I HOII'tlAL
BEll F'il~b Cowry __ 0 ''''''- 0
, -/JEll/AlA.
IAClUTYKoWl.....,,-.-, ~.....w_,
MESS/II H vli.L,4ac
"",0
~IO
ro,.
lIyl2.,lqot"
. "'.....
IIP1'd!.!lU.EJ
NT lIIUAL UCl 'ft.
....:::.:-=-::::::::.-&::;' CIIpmJl.. 711IiLWIlVS
CcJ!PoIMrc ~~ 0' PA
~1~ADONII.I''''~''''loc.- 0IC1DlNT'1
'1'10 PEI/1Uf1US D,eiUE ~~_
/I1GCJM/IaII"cSlJu~ _ -.
,.. ?A 1"105'& 11ft.........
--""Ynin7s- H. ZlmtnainA,j
ItV"I1NN /VI1l (/LU'~t:
..OfaOt:H1lvt....
UI AMIIlJ'~"
'" 0 ...er
,.
u..bt PEAlAl.f:'1lIJANI if
OIClOINf>I 10UCAI1ON
,.
tuH I TE
"""'Ll&.IWUI.MIINII IUM'VWQPOuSI
.............w.ao..d. 1ll...WW'_.......
.............
. W;tJOWE.D
,rJiil"...._.... l/PPtt IlLLc
,..
...
-
.....
-'
...
NUHiW/Csixl,e(; PII rIll'>>
llXAtlOft'~"'.I:iII""
IIAuis&l.eG-I'A 117N'l
f'tIlIONACTlNQAlII.Ot
lMoo",o.,,,,,,,,,
MtCAllN'IMlOlDMlOCAlI.u.MlJC
",0
. ...~
.
I==-
:---
I
",,'Ii
I:
DUllOlD"ASACOt5lOUlPCIOf)
DUlJOlOftAlACOt5lOlAHaOf)
....... AlIIOI'I'r 'IrOfQI ~"Df'DlR"
.fU.L.t.alrMlAlQ
c:o..w.lTlON 01 CAUII - ~
"'........
-
...tjD ",0 ...0 - 0
tWl 01 IJUJAY
,"""0..,_1
llUlOlIHJUfl1'
Ik.IIJFIYMMlAfI' OlKRlIlHOW KJURTClCCUMlD
-
'--
eo....t.....dII-..f
o
o
o ~Y.A1...... ""'.......,.... Y.
-.........
...
'" 0 ...0
... -
aun....o.........
'CUl'ln'IItG,",IICI.IM~~'-dOMll"""'''''''''P''JK*I''',pwo.n''''''''_t~'''13'
..............,~.....-......."..~.,....._..,'-'MI ........ .............,.........,..,............,...
"
baLrlL6..6
""
SllJKoV\IRl AND mu 01 URTlfll"
0,
LICrHII NJWNft
Ct 1 ",O"/,,,.rC 1 'J~ ,
foWoIINfOAODAfSSOl'IRftOHWltOCOWI'\.I'IOCAuMDf'OIRH A
lllfo>>lllfl'Sllorl"nnil /t~*'''''~,f d. (",-rOf ",., ~.fY
,Ul /~"'k ""'..1
o st. C'4... /'/"M rt ,),'
DAlI'ILIO..........O"_1
''--''''''V<QAHOCIIl'W'rIrlQ~~b''~'''lI_'''''~O\1I11~_d'''''l
.ttw........,"-..-....,..........,..lIIttw........, .....,...., ..w......--..-c.,......_.. till.... ........ .... ,..,...,.,.
..
9
/99t
cJ.1- lQQ{p -ID3f.p
2~ \ll :]Jif?
3;, 0'1 (DO
a- rea
-'~
~ , c ~lO
0-
? , ~ QCP
'. i..:..
., ....
u. : W ~__Cl'
n~; -.,:ii
p ( -0 ;3lD
.. c' N in 0
::-oc;. 0 -
)>;:1. 0
Thi, " 111 \Lllily Ih,l1 111\ 1111"1111.,,,",, 1",,,,,,,," I' "",",11 "'1,,,,11""" .,,' 1111.""1..1 "'II1i,,,111' 111 dl.l1h '\lIly h"'d wi,h 111< ,,,
\",,11 H,t:"'f.If Thl' I1l1glll..1 ","1".11' ",111.1' t",'.. "'!,'! ,,, iI" ,'ol' \ "..1 I\,,,,,,t- llltll' I", 1'1'1111,111\'," lihllg
WARNING: It Is IIIc9n\to dupllcntu this copy by photostat or photograph.
h.t, 11111111' lI-llIlh,lll, ~.I(lO
!JMU /l;4}~</[':Z~l-
\'",lllll'.':""'" 1
DEC. 1 G 1996
3881084
i>,lll'
lTEH ,3-
Sl/oUt,!) RF.AD AS FOU~"
/ 11 -~,tj-S 173
~ /~"","~;,","_"._,_~",..,".m...~,"'
CERTIFICATE OF DEATH
IWoIl Of OlaOlHl\f" 1ofoGM.1I_'
., EVELYN
AGl.....~
MllcuieE
$I'
I.
tUIl~""""'''
S(;IOAI.SlClJAllYtiUUlIUI l),llIOlOUlMJ,Ac:n1.Dt,.-1
.. lID 1_ 32 - .;l1(J'CJ. DECEJ1l~KI1?' /??fv
F
z.
......,....
-1-
DoVIOIIlf'TH
1"""..0..,-1
PUClOIDlRH~
MttftACl.lCf'r.-d
~".Q'eq>C__"
B81F'o~b Cou/ITY _0 ........ 0
, PEN~A.
floClUt'I'H....lI'.............. ~.....II"4___1
ME.SS/flH Vti-LACE
ra,.
UHDl"''fVrll
- ....
l/yl2., /qo("
an..oAO.1'WP 0(,Iillt
l/PPE,i'ill.uJ
OlctOlHl'It:tJUC.IiI'lON
I.I.AIlllALswus-w..,..
_.........~
00w0tc.ed~1f1
" wiDowED
n..ba'..................... tiPPEe... AL.LE
Ol OINT' USUIol~ dIO IUSiHl t"...
...-:.:::;:'.::::;:~':! CIIP;roL. r/.,lIiLWfJVS
CoJ,(!poRnl1i 7tEflS/.i2ER.., of PA
~OlNT'IUoUGADDflC"P_c..no-~r.CCldIt OlClOlllll'.
'(10 PE/jeH'TrEc llIl;VE ~="'"
A1Et1.HA";CS~"eu- - ~
tt. PA , "1 u '5'& CO'lar...
MHlKI MAUlE If... IIIdM l_ . _ I
JAmES H, LlmtnE;I!InIlAl
"'-Xiif""I/^,^, IYlA 6LU',eE
o"""""''l'!.
O ......Qg c..-- 0 ............0
0.- 0NrCSP&fr'
,
~C11~""'V'ClUCf.H'U.Oftf'(MOHACTlHQAlIUCH
'HUOlClOlHTlYlAIH
UI AAu(O'~"
....o..a
,
t.... ,t..-_.
II'.
."._...N~MI.<;Vl /lANI if
"'"
-
-..
-'
,..
o
"
tUMl.v.o~SSO"oIGIUn . au
w.OKVliu Klhl'" L
Lc:.tIolKNUUlllA
If,lq%
z-'-
b"~:"7~.._~-.t....._."'INI~.tIIO\I
lW4CASlAl'E.RAlDlO"lDlClol.f.V......~' h
__0 -'P
"
1......-
:=.:=
I
,
.... "
4. t [:.!:. .. I ,
11,1'Afnt: l........__.........~_........."'..- OIII'C11........._..~.-"..uo_.r...--......-.,....,..."......
-..."""__0'1....-
"""'., O'*~.......................--
....,....,......~-......""'"I
.(l'-'::;AAI2L U L~J(,~"f
\:
(),,,1.J "'''-''A..."!t~,,.L.4
~m~~~~~ ~
tu A~ _'./:~ ~ t'Jt. ,A..;n.~
Cl\Jlf.IOCCI'ASACCJ6f.().J(~tOfl
Ad~
DUlIOIO".r.sACCJ<<WlNCI on
1tlNA,"'WORKJ otSCAIKIOHfiIl.Iftt(lCCUAfWD
o.vlotlN.Ml'
,,,,,,,..01,_1
TIYlC11IK.1Uf'l'
WI" AumPI' ,IHOINGS WNtHl" Of 0lN H
.Y.IU.II.1 rNOA 10
COUf'\€TIOHOl'CAUK -. ~ 0
Oil'...... --
...- ......- 0
../ill ",0 ..0 ...... 0 CoM...........-... 0
..... 0 NoD
"
... ,ta.
cunlfO.o-;llortf.....
.caItIln'...'"'SIQAN..,.,-~~~__....,....lll"ftol;_....PflrOOlu4.,..,.-.~I...../JI
le .........."" ---........_.......... .......-\.1.... -''' .Ioa.... ................................,...................
lOC.vlOtt~_c.fotI"-"
'"
SlGIUJlJAIAHOTlnl~UHllfI[A y
o '" /. /~
llCtH5lHOioIBl" (twISlONlOI~.o..-1
Ct I "'11()1""~~J__I!' /he T,19#'i'
K,UoIt: AHOAOOflt:"Ol' 'IH$ONYWWOCO&oII'\lltOCAUKOICOItt
l....,.lnTtpeOlPllnII /t.o,.."/~ d. ('~hfof...""...4
~I'J /'/'.,JJ "".JI
("4_ /,/,." "'.I)""
".
P\ACIOl'lfoI.AJf\y........................IICliIlfl,OIIl<.
~1Ot ("-"'l
...
"
'PPO"- 'AHOClJll'"lNQ........,a.AMI"".......~IJIar'GA~lINIf\...,...,,~..._d""....1
,............,u.......................N..............."........"""......c_I'..........-.........' ................ .......
o
"
l),t,l1'....lO,...,~..w,-,
/99C
6UrltLd
..
9
..
'J
~
'kJ
R
r\~
~~
i
~
'/
.
,
'"
, '
...
LAST WILL AND TKSTAMENT
01'
EVELYN Z, MAGUIRE
I, EVELYN Z. MAGUIRE, of Harrisburg, Dauphin County,
Pennsylvania, being of sound mind, mcmory and understanding,
do hereby make and publish this my Last Will and Testament,
hereby revoking all Wills and Codicils at anytime by me
heretofore made
FIRST I
I direct that all my just debts and funeral
expenses, including my grave marker, shall be paid from my
estate, as soon as may be convenient after my deccase.
SECOND I
I hereby give, devise and bequeath to my
daughter, MA~Y ANN MAGUIRE, my premises at 2402 Bellevue Road,
Harrisburg, Pennsylvania.
THI~i
All of the rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever nature and
wheresoever situate, I give, devise and bCllueath to my three
daughters, MARY ANN MAGUIRE, CAROLYN ELIZABETH KERR, and
JANET KATHLEEN HESS, share and share alike.
Should any of my said daughters predeceasc me, leaving
issue surviving at the time of my death, I direct that the
share of such deceased daughter be distributed to said issue
in equal shares. For this purpose, I appoint DAUPHIN DEPOSIT
BANK & TRUST COMPANY as Testamentary Guardian for such issue
who may be minors
Should any of my three daughters predecease me without
issue, I direct that share of such deceased daughter shall be
distributed in equal parts to the surviving daughters or their
r'~^
.
.
'.
,
......
..
surviving issue, per stirpes.
FOURTH I
I hereby nominate, constitute and appoint my
daughter MARY ANN MAGUIRE and DAUPHIN DEPOSIT BANK & TRUST CO.;
co"Executors of this my Last Will and Testament.
FIFTHI
I appoint DAUPHIN DEPOSI'l' BANK & TRUST CO.,
Testamentary Guardian of any minor children who may have an
interest in my estate.
IN WITNESS WHEREOF, I, EVELYN Z. ~~GUIRE,
have hereunto set my hand and seal to this my Last Will and
Testament, which consists of two (2) pages, to each of which
,I have affixed my signature this
/~T
day of
. 'lJffilL
, 1986.
"
(SEAL)
JO~fr" J, ViRAUf.l, llol.ry publtc
",,;j'hUI9, o,uphin. CQ"fP~. 21 1988
My Comnlis~;on Expires e. I
~?' 7i~e
Evely Z. t1aguir
SIGNED, SEALED, PUBJ,1SlmD, AND DECLARED by the
saj.,d Testatri.x, EVELYN Z. MAGUIRE to be he:!: Last Will and Testa-
ment, in our presence, who' at her own request, and in her pre-
sence, and in the presence of each other, we believing her to
be of sound and disposing mind, memory, understanding, have
hereunto subscribed our names as witnesses.
J.~ (J~n~/
30 w. &;JM...
~,.t/;;;u I/Q.,
. .
)')tJ&&~. P....
,
residing at
residing at
-2-
.' . -.. ., ~ ...,. ....... ..
.
oV'
.
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS
I, EVELYN Z. MAGUIRE, Testatrix, whose name is
signed to the attached and foregoing Instrument, having been
duly qualified according to law, do hereby acknowledge that
I signed and executed the instrument as my Last Will and Testa-
ment; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
~~~~~~
Sworn to and subscribed
before me this Is r day
of "'''If I)...
, 1986.
My Com:nission Expires: ~ .;.1- II
JOSEPH J, WRA8El, Not.ry PublIC
Harrisburg, D,uphin Co,. Po,
MV Comm;"ion Explr.. Feb. 21, W8B
-3-
. -...--'. ....
.
,
.
,
,
~,
,.
I .
.
~ ,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We V. :rel?M
CfJ DGIl
/..IMH.y w. e716~
and
the witnesses whose names are signed to the attached and fore-
going instrument, being duly qualified according to law, do
depose and say that we were present and saw Testatrix sign
and executed asher Last Will and Testament; that Testatrix
signed and execute the instrument as her LdSL Will and Testament
willingly; and that Testatrix executed it as her free and volun-
tary act for the purposes therein expressed; that each of us in
the hearing and sight of the Testatrix signed the Will as wit-
nesses and that to the best of our knowledge, the Testatrix was
at the time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
_/.r)-..., e,1",./
crOW. ~.
Sworn to and subscribed
be;fore me this / S r day
ot 1I~,fI'-
, 1986
'fil~
&r~' P&{lic
My Commiss ion Expires: ,;l." ~/-'! !
JOUPH J, WRABR, H.lory Public
Ilmllbu,;, Dauphin Co.. Pa.
~\v Commiel.n uplr.. Feb. 21. 19B8
Recorded OllieD 01
Reglslor (;1 Wills
'96 me 13 P2 :00
Clerl~.(}I~':.;Jl'S Cuurl
OJmberland Go" PA
-'
.
l:
, '
,
.
'.
ReCOICl6:J:.:,t;r,c 01
RogislG~ v Wills
'96 Ole 13 P2 :00
Cler\<-.:. '" ':;;>JI\
cumbt;lIi1nd Co" PA
lol
0::
~
~ 01
$ ~
. ti .u
0:: = GI ~
W...liiDI'
u .. ..
ii: ~ Iii :: <
.. 0::
o<o~B.
~~9caci
j lol 0 ci 0:
.1:: M .:J
v. -: a. m
:::l; ~
\3 !i
~ :t
...
.
,. ...
,.. '..
. '
" ...,
---
/"'-,
PRINCIPAL
Receipts: Balance of Prior Account
This Account
Page
0,00
1,211,003,40
3-6
Net Gain (or Loss) on Sales or Other Disposition/Principal
3,302,6B
7-ll
1,211,,306,08
Less: General Disbursements
Fees
55,631. 73
0,00
12..13
55,631. 73
...... .................... ..........................
Balance before Distributions
Distrib. to Beneficiaries
1,158,674,35
1,158,674.35 14..15
Principal Balance on Hand (0.00)
16
For Information:
Investments Made
Changes in Investment Holdings
17
17 -18
INCOME
Receipts: Balance of Prior Account
This Account
0.00
144,631.07 19-28
0,00
-.........--......---
144,631.07
15,265,05 29-30
-..----.....----
129,366.02
129,366,02 31-33
..-..-....----....-
0.00 34
Net Gain (or Loss) on Sales or Other Disposition/Income
Less: Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
Combined Balance on Hand (0.00)
-------------
-2-
-.,
,
RECEIPTS OF PRINCIPAL
Description
Fiduciary
Acquisition
Value
Cash:
1994-11-07 Evelyn Z. Maguire - Proceeds
from Fulton Bank CD
#252.16886C
95,876.41
1994-11-14 Evelyn Z, Maguire - Proceeds
of a Closed Trust Account at
Corestates Hamilton Bank
290,264,62
1994-12-14 Transfer from Income For Franklin
Custodian Funds Inc. U.S. Government
Securities Series
74.79
1995.01-10 Delaware Group Equity Funds
Long Term Capital Gains
Dividend
4,070.54
1995.01.30 Fulton Bank - Closed Account
#2518833225
1,045,00
1995-01.30 Pennsylvania State Bank _
Closing Balance of Savings
Account #260-0779-9
93,472,75
1995.04-17 Transfer from Income
3,648.06
17 ,584. 74
1996-01.23 Delaware Group Equity Funds
Long Term Capital Gains
Dividends
1997-01.16 Delaware Group Equity Funds
Long Term Capital Gains
Dividends
31,261. 77
1997-01-17 Mellon Bank - Refund to Trust
Account
4,561. 28
1997.03-27 Estate of Evelyn Z. Maguire
To Pay 1996 Pa Fiduciary
Income Tax
34.00
........................ ..
541,893.96
Stocks/Listed:
1994-11-10 137 shares American Maize
Products Class A
3,099,63
-3-
1994-11-10 192 gharos Syntox Corp,
1.,581. ,00
1994-11-10 2 sharos Sea Land Corp, Right
1.00
1994..11..10 11 shares Transcapita1
Financ1a1 Corp,
56,43
1994-11-10 78 shares Union Pacific Corp.
3,812,25
1994-11-10 20 shares Washington Mutual
Investment Fund Inc,
356,00
1994-11-10 378 shares Weis Markets Inc.
9,922,50
1994-11-14 14 shares Titan Group Inc,
71.75
1994-11-28 738.4885 shares Dauphin
Deposit Corp,
17,908,35
1994-11..28 16,282.17 shares Delaware
Group Equity Funds
287,217,48
1994-11..28 1,869.662 shares Franklin
Custodian Funds Inc, U S
Government Securities Series
11,909,75
1994-11-28 105.073 shares General
Electric Co,
5,102.61
1994-11-28 516.687 shares Neuberger &
Berman Manhattan Fund
5,606,05
1994-11-28 227.167 shares Potomac
Electric & Power Company
4,287,78
1994-11-28 25.015 shares Union Pacific
Corp,
1,194.47
1994-12-15 124,474 shares Washington
Mutual Investment Fund Inc,
2,155.89
1995-02-14 4 shares Interco Inc, New
Warrants Series 2 Exp, 8/3/99
28,52
1995..02-14 10 shares Interco Inc, New
Warrants Series 1 Exp,8/3/99
71,30
-..----..----..- 499,862,76
Realty:
1996-12-23 AT&T Corp
(156,07)
'-
1996-12-23 Bell Atlantic Corp,
51.8,25
1996-12-23 Baltimore Gas & Electric
3.586,78
-5-
.
1996.12.23 Corontatos I'lnllnclal
Corporation
1996.12.23 Carponter Technology Corp,
1996.12-23 Dauphin Deposit Corp.
1996-12-23 Delaware Group Equity Funds
1996-12.23 Dinl Corp.
3,2911.69
3,050,00
9,826,52
72,781.30
831. 70
1996.12-23 Furniture Brands International
Warrant Exp 8/3/99
(70.30)
1996.12.23 General Electric Co,
13 ,026.11
1,881.75
831. 25
1996.12-23 General Motors Corp.
1996-12-23 International Paper Corp.
1996-12.23 Lucent Technologies Inc,
1996-12.23 Mobil Corp,
1996-12-23 Potomac Elec tric & power
Company
1996.12-23 Pfizer Inc
83.64
11,100,00
1,993.73
21,780.00
2,553,25
882.02
1996-12.23 Union Pacific Corp,
1996.12-23 Union Pacific Resources
1996-12-23 Viad Corp.
880,80
1996-12.23 Weis Markets Inc,
2,445,19
16,011,37
1996.12-31 41,887 units Municipal
Bond Fund
1996.12-31 168 units Common Stock
Collective Investment Fund
2,084,70
.____._______ 169,246,68
........................ ..
Total Receipts of Principal
l, 211 ,003 .40
------------
-6-
GAINS AND LOSSj,;S ON SALj,;S OR OTIIEI! DISPOSITIONS/PRINCIPAL
Gain
Lonn
1994-11-25 137 shares American Maize
Products Class A
Net Proceeds
Fld, Acq, Value
3,080,01,
3,099,63
0,00
19,59
1994..11-25 3 shares BankArnerica Corp,
Net Proceeds
Fid, Acq, Value
119,97
130,50
0,00
to,53
1994..11-25 40 shares Dresser Industries
Inc,
Net Proceeds
Fid, Acq. Value
833,62
850,00
0,00
16,38
1994-11-25 100 shares Eastern Enterprises
Net Proceeds
FId, Acq, Value
2,572,56
2,600,00
0.00
27,44
1994..11-25 50 shares GFC Financial Corp.
Net Proceeds
Fid, Acq, Value
1,560,09
1.687,50
0,00
127,41
1994-11..25 4 shares General Motors Corp
Class H
Net Proceeds
Fid, Acq, Value
1994-11-25 68 shares Nynex Corp,
Net Proceeds
Fld, Acq, Value
132,24
11.4 , 00
0,00
11,76
2,571.,76
2.669,00
0,00
911,24
1994..l2-05 20 shares Washington Mutual
Investment Fund Inc,
Net Proceeds
Fld, Acq, Value
31,3,80
347,57
0,00
3,77
-7-
..-..
.
m995..02..10 50 shares Interco Inc.
Net Proceeds 698,87
Fid, Acq. Value 725.00 0.00 26.13
1995-02-10 15 shares Interco Inc. New
Warrants Series 1 Exp.8/3/99
Net Proceeds 22,58
Fid, Acq. Value 1.00 21. 58 0.00
1995..07..05 538 units Municipal Bond Fund
Net Proceeds 6,OlO.56
Fid, Acq, Value 5,840.29 170,27 0.00
1995..09..05 18 units Common Stock
Collective Investment Fund
Net Proceeds 506.46
Fid. Acq, Value 429.33 77 .13 0.00
1995.10..03 104 shares Common Stock
Collective Investment Fund
Net Proceeds 3 ,OlO, 88
Fid. Acq, Value 2,480,55 530.33 0.00
1995-11-02 53 units Common Stock
Collective Investment Fund
Net Proceeds 1,527.25
Fid. Acq, Value 1,264.13 263.12 0.00
1995.12.04 530 shares Municipal Bond Fund
Net Proceeds 6,008,47
Fid. Acq, Value 5,753,44 255,03 0.00
1996-01-03 99 units Common Stock
Collective Investment Fund
Net Proceeds 3,002,22
Fid, Acq, Value 2,361.29 640.93 0,00
.9-
"'"'
,-
1997.01.06 168 unit" Common Stock
Collective !nvelltment Fund
Net Proceed"
FId, Acq, VlIlue
6 , 091. 71,
6,091.71,
0,00
0,00
Total Gains and Losses/PrinciplIl
Less Loss
3,895.18
592.50
592,50
......................... ..
Net Gain
3,302,68
------------
.11.
"
. --. -......... ..,.. .
~
DISBURSEMENTS OF PRINCIPAL
Gcncral Disburscments:
1994..12..02 Dclivcred 2 shares Sea Land
Corp, Right Deemed Worthless
1.00
1994..12..02 Dclivered 11 shares
Transcapita1 Financial Corp,
Deemed Worthless
56,43
1995-03-28 Delivered ,4885 share Dauphin
Deposit Corp,
11,62
1995-06-06 Delivered 192 shares Syntex
Corp,
4,584,00
1995-08-14 Transfer to Income
351.58
1995..09..18 Transfer to Income
3,278,47
1.513,45
2.795,98
l.259,13
3,304,78
l,396.03
3,238.56
46.24
1995..09-19 Transfer to Income
1995-10..13 Transfer to Income
1995-11-13 Transfer to Income
1995-12-19 Transfer to Income
1995-12-26 Transfer to Income
1996-01..11 Transfer to Income
1996..02..09 Transfer to Income
1996-03..11 Transfer to Income
5.260,00
2,875,00
1,797,09
4,158,05
3,827.11
1996-04-09 Transfer to Income
1996..05-09 Transfer to Income
1996..06-10 Transfer to Income
1996..07..09 Transfer to Income
1996..08..09 Transfer to Income
1,634,56
1996-09-09 Transfer to Income
4,437,26
1996..10-09 Transfer to Income
3.489,16
1996-11-l3 Transfer to Income
1,720,95
-12-
.......,
r\
1996.12-10 Transfer to Income
1,,561. 28
1997.03.27 PA Deportment of Revenue
1996 Fiduciary Income Tax
34,00
...............
55,631. 73
............. -.. -......
Total Disbursements of Principal
55,631. 73
-----------
..13-
DISTRIBUTIONS O~. PIUNCUAL TO llENEFIC1A(U1,S
1991...12..l2 Evelyn Z, MaguIre . Principal
DIstribution
1995..01..10 Evelyn Z, Magu I re . Prlndpal
Distribution
1995-02-10 Evelyn Z. Maguire - Prindplll
Distribution
6,000,00
6,000,00
6,000,00
1995..03-10 Evelyn Z. Maguire - PrIncIpal
Distribution
6,000,00
1995-04-10 Evelyn Z, Maguire - Principal
Distribution
6,000.00
Transferred to Evelyn Z.
Maguire Estate:
1996-12..23 176 shares AT&T corp
6,814.50
4,109.75
28,069.03
1996..12..23 68 shares Bell Atlantic Corp,
1996-12-23 1,053 shares Baltimore Gas &
Electric
1996..12-23 130 shares Corestates
Financial Corporation
6,658,44
1996-12..23 Carpenter Technology Corp.
14,350.00
37,843.25
1996-12..23 1,178 shares Dauphin Deposit
Corp,
1996..12..23 16,282.17 shares Delaware
Group Equity Funds
359,998,78
1996-12-23 200 shares Dial Corp.
2,856,25
1996..12..23 10 shares Furniture Brands
International Warrants Exp
8/3/99
1.00
1996-12-23 265 shares General Electric
Co.
25.945,16
1996-12-23 104 shares General Motors
corp,
5.989,75
1996..12..23 200 shares International Paper
Corp,
8,281.25
1996-12-23 57 shares Lucent Technologies
Inc,
2,791.22
-11.-
"'"'
1996-12-23 320 sharos Mobil Corp,
1996-12-23 349 shares Potomac Electric [,
Power Company
1996-12-23 /.80 shares Pfizer lnc
1996.l2-23 103 shares Union Pacific Corp,
1996..12-23 87 shares Union Paci fic
Resources
1996.12-23 200 shares VIad Corp,
1996.12-23 378 shares Weis Markets lnc,
1997..01..17 Estate of Evelyn Z, Maguire
Principal Cash in Navigator
Fund as of Date of Death
1997-01-17 Estate of Evelyn Z. Maguire
Proceeds from Sale of 41,887
units Dauphin Deposit Bank and
Trust Municipal Bond Fund
1997-01-17 Estate of Evelyn Z, Maguire ..
Proceeds from Sale of 168
units Common Stock
1997..01-27 Estate of Evelyn Z. Maguire
Long Term Capital Gains
Dividend on Delaware Group
Equity Funds
Total Distributions of Principal
-15.
,-
38,620,00
B, 626.8/.
39,570,00
5,919,28
2,517,56
2,981.25
12,367,69
6,291.78
470,718,06
6,091.74
31,261.77
1,158,674.35
1,l58,674,35
------------
r--..
INFORMATION SCIIEIlUI.ES. .I'IUNC1PAI,
Investmonts Mllde;
1994..12-02 32,266 units MunIcipal Bond
Fund
31.9,995,17
1991...12..14 11,759 shares Franklln
Custodian Funds Inc, U S
Government Securities Series
71.. 79
1995..01..04 2,759 units Municipal Bond
Fund
29,994.13
1995..02-01 628 units Common Stock
Collective Investment Fund
11.,978,70
1995..02-02 8,730 units Municipal Bond
Fund
94,995,57
Changes in Investment Holdings:
1995..01-12 Received l4 shares Hanover
Direct Inc, in Exchange of 14
shares Titan Group
71.75
1995..01-12 Titan Group Inc. Name Changed
to Hanover Direct Inc,
0,00
1995-01..12 Delivered 14 shares Titan
Group Inc, in Exchange of 14
shares Hanover Direct Inc.
(71.75)
1995-06..30 240 shares pfizer Inc
2 for 1 Stock Split
0,00
0.00
1995..09-15 200 shares Carpenter
Technology Corp.
2 for 1 Stock Split
1995-09-15 100 shares International Paper
Corp, 2 for 1 Stock Split
0,00
1996-07..19 Received 10 shares Furniture
Brands International Warrants
Exp 8/3/99 in Exchange of 10
shares Interco rnc New
Warrants Series 1 Exp 8/3/99
71.30
1996-07-19 Delivered 10 shares Interco
Inc. New Warrants Series 1
Exp,8/3/99 in Exchange of 10
shares Furniture Brands
International Warrants Exp
8/3/99
(71,30)
-l7-
RECEIPTS OF INCOME
Dividends:
1994-12..14 Franklin Custodian Funds Inc,
U S Government Securities
Series
74.79
1995..01-03 Baltimore Gas & Electric
400,14
1995-01..06 Union Pacific Corp,
33,54
1995-01-10 Delaware Group Equity Funds
2,930,79
1995..01-13 Dauphin Deposit Corp,
110.00
1995-01..13 Franklin Custodian Funds Inc,
U S Government Securities
Series
75.26
1995..01-25 General Electric Co,
65.60
1995-01-30 General Electric Co.
43,05
1995-02-01 AT&T Corp
5B,08
1995-02-01 Bell Atlantic Corp,
46.92
1995-02-09 Dauphin Deposit Corp,
184,50
1995..02-24 Weis Markets Inc,
71,82
1995-03..02 Carpenter Technology Corp.
1995-03-10 General Motors Corp.
1995-03-10 Mobil Corp.
1995-03-15 Internat:iona1 Paper Corp.
1995-03-16 Pfizer Inc
120.00
20.80
272.00
42,00
124.80
1995-03-31 Potomac Electric & Power
Company
144.84
1995-04-03 Baltimore Gas & Electric
400,14
1995-04-03 Dial Corp,
30,00
1995-04-03 Union Pacific Corp,
44,29
1995-04-04 Corestates Financial
Corporation
44,20
1995-04-12 Delaware Group Equity Funds
2,442,33
-19-
~'.
~
1995-04..14 Dauphin Deposit Corp,
294,50
1995..04-25 General Electric Co,
65,60
1995..04..27 General Electric Co,
43,05
1995-05-01 AT&T Corp
58,08
1995..05..01 Bell Atlantic Corp,
47,60
1995..05..26 Weis Markets Inc,
71,82
1995-06-01 Carpenter Technology Corp.
120,00
1995-06-12 General Motors Corp.
31. 20
1995-06-12 Mobil Corp.
296,00
1995-06-15 International Paper Corp.
42,00
1995-06..15 Pfizer Inc
124.80
1995..06..30 Potomac Electric & Power
Company
144,84
1995..07-03 Baltimore Gas & Electric
410.67
1995..07-03 Corestates Financial
Corporation
44.20
1995..07-03 Dial Corp.
30.00
1995-07-03 Union Pacific Corp,
44.29
1995-07..12 Delaware Group Equity Funds
2,442,33
294,50
1995-07-14 Dauphin Deposit Corp.
1995-07-25 General Electric Co.
65,60
1995-08-01 AT&T Corp
58,08
1995-08-01 Bell Atlantic Corp.
47,60
1995-08-03 General Electric Co,
1.3,05
1995-08-25 Weis Markets Inc.
79,38
1995-09-07 Carpenter Technology corp,
132,00
1995..09-11 General Motors Corp,
31,20
1995-09-1l Mobil Corp,
296 .00
1995-09-15 International Paper Corp,
SO,()O
..20-
-
1995..09-21 pfizcr Inc
l21.. 80
1995..09-29 Potomac Elcctric & powcr
Company
144,84
1995..10..02 Baltimore Gas & Elcctric
4l0, 67
1995-10-02 Corestates Financial
Corporation
44,20
1995-10..02 Dial Corp.
32.00
1995-10-02 Union Pacific Corp,
44.29
1995-10-13 Dauphin Deposit Corp,
294.50
1995..10-18 Delaware Group Equity Funds
2.442,33
1995..10..25 Gcncral Electric Co.
65,60
1995-10-27 General Elcctric Co.
43,05
1995-11C01 AT&T corp
58.08
1995..11-01 Bell Atlantic corp.
47.60
1995-11-24 Weis Markets Inc.
79.38
1995-12..07 Carpenter Technology Corp.
132,00
1995-12-11 General Motors Corp,
31. 20
1995-12-11 Mobil Corp,
296.00
1995-12-15 International Paper Corp.
50,00
1995-12-21 pfizer Inc
124.80
1995..12-29 Potomac Electric & Power
Company
144 . 84
1996-01-02 Baltimorc Gas & Electric
410.67
1996-01-02 Corestates Financial
Corporation
54,60
1996-01-02 Dial Corp,
1996..01-02 Union Pacific corp,
1996-01-12 Dauphin Deposit Corp.
32,00
44,29
312.17
1996-01-23 Dc1awarc Group Equity Funds
3,337,84
1996..01-25 Gcneral Electric Co,
73,60
-21..
1996..ll-01 Bell Atlant tc Corp, 1,8,96
1996 -ll.. 22 Wels Mllrkets Inc, 86,9/,
1996..12-05 Cllrpentcr Technology Corp, 132,00
1996..12-10 Genera 1 Motonl corp. 1,1,60
1996-12-10 Mobil Corp, 320,00
1996..12-12 Pfizer Inc 1"" ,00
1996..12-16 International Paper Corp, 50,00
1996..12-31 Potomac Electric & Power 11,4.84
Company
1997-01-02 Baltimore Gas & Elec tric 421. 20
1997-01-02 Corestates Financial 61.l0
Corporation
1997-01..02 Dial Corp, 16,00
1997-01-02 Union Pacific Corp, 44.29
1997-01-02 Union Pacific Resources 4,35
1997-01..02 Viad Corp, 16,00
1997-01-10 Dauphin Deposit Corp, 353.40
1997-0l-16 Delaware Group Equity Funds 3,744,90
........................ .. 41,160.43
Interest:
1994-12-01 Capital Reserve Account 849,75
1995..01-03 Capital Reserve Account 272,40
1995-01-03 Navigator Fund 111. 58
1995-02-01 Navigator Fund 111,52
1995-03-01 Navigator Fund 66,95
1995-04-03 Navigator Fund 41. 08
1995-05-01 Navigator Fund 38,67
1995..06-0l Navigator Fund 31.l7
1995-07-05 Navigator Fund 16,l5
1995-08-01 Navigator Fund 21. 82
-24-
."""
""'
1995..09..01 Navigator Fund 19,40
1995-10-02 Navigator Fund l2,02
1995..11-01 Navigator Fund 11.48
1995..12..01 Navigator Fund 9.51
1996-01-03 Navigator Fund 17,50
1996..02..01 Navigator Fund 25,49
1996..03..04 Navigator Fund 50,92
1996..04-02 Navigator Fund 42,55
1996..05-01 Navigator Fund 35,27
1996-06-03 Navigator Fund 30,34
1996-07-01 Navigator Fund 18.39
1996..08..01 Navigator Fund 12.54
1996..09..04 Navigator Fund 6,86
1996-10-02 Navigator Fund 8.86
1996..11-05 Navigator Fund 15,48
1996-12..04 Navigator Fund 8.04
1997-01-06 Federated Pa Municipn1 Cash 0.23
Trust
1997-01-06 Navigator Fund 7.99
1997-02-03 Federated Pa Municipal Cash 561. 66
Trust
1997..02..07 Federated Pa Municipal Cnsh 0,08
Trust ...--------...... 2,455,70
Other:
1995-01-04 Municipnl Bond Fund l,572,06
1995-01-13 Interco Inc, Proceeds of ,333 2.92
Fractionn1 Shnres of F10rsheim
1995..01..13 Interco Inc. Proceeds of .666 8,08
Frnctionn1 Shares of Converse
1995-02..02 Municipal Bond Fund 1,709,52
..25-
~
1995..03-02 Common Stock Collective 45,75
Investment Fund
1995..03..02 Municipal Bond Fund 2,121.82
1995-04-04 Common Stock Collective 38.21
Investment Fund
1995-04-04 Municipal Bond Fund 2,120,95
1995-05-02 Common Stock Collective 17.22
Investment Fund
1995..05-02 Municipal Bond Fund 2,115,47
1995-06-02 Common Stock Collective 62,78
Investment Fund
1995..06-02 Municipal Bond Fund 2,123.43
1995..07-05 Common Stock Collective 49,79
Investment Fund
1995-07-05 Municipal Bond Fund 2,112.66
1995-08..02 Common Stock Collective 23.76
Investment Fund
1995..08-02 Municipal Bond Fund 2,060,28
1995-08-14 Transfer from Principal 351. 58
1995-09-05 Common Stock Collective 51. 37
Investment Fund
1995-09..05 Municipal Bond Fund 2,062.18
1995..09-18 Trans fer from Principal 3,278.47
1995..09-19 Transfer from Principal 1,513,45
1995-10-03 Common Stock Collective 41. 10
Investment Fund
1995-10-03 Municipal Bond Fund 2,055,60
1995-10-13 Transfer from Principal 2,795,98
1995 -11-02 Common Stock Collective 26,72
Investment Fund
1995..11-02 Municipal Bond Fund 2,046,01
1995,,11-13 Trans fer from Principal 1,259,13
-26-
1995-12.0/, Common Stock Collectlvo 1,2,38
Investment Fund
1995..12..04 Municipal Bond Fund 2,05/,,75
1995-12-19 Trans fer from Principal 3,30/,,78
1995..12..26 Transfer from Principal 1,396,03
1996-01..03 Common Stock Collective 27,74
Investment Fund
1996-01..03 Municipal Bond Fund 2,029,80
1996-01-11 Transfer from Principal 3,238.56
1996-02-02 Common Stock Collective 19,86
Investment Fund
1996-02..02 Municipal Bond Fund 2,030,82
1996..02-09 Transfer from Principal 46.24
1996..03-04 Common Stock Collective 30,06
Investment Fund
1996-03..04 Municipal Bond Fund 1,999.97
1996-03-11 Transfer from Principal 5,260,00
1996-04-01 Common Stock Collective 21. 08
Investment Fund
1996-04-01 Municipal Bond Fund 2,056,56
1996..04-09 Transfer from Principal 2,875.00
1996-05-02 Common Stock Collective 14.77
Investment Fund
1996-05-07 Municipal Bond Fund l,620,54
1996..05..09 Transfer from Principal 1,797,09
1996..06..03 Common Stock Collective l4.09
Investment Fund
1996-06-04 Municipal Bond Fund 1,677 .56
1996-06..10 Transfer from Principal 4,158.05
1996-07..0l Common Stock Collective 15,1,4
Investment Fund
1996-07-01 Municipal Bond Fund 1,701.09
-27-
1996..07..09 Trllnsfer [rom I'dnel pili 3,827,ll
1996.08..01 Common Stock Cullectlvu 15,10
Investment Fund
1996.08.02 Munlclpal 80nd ~'und 1.773.77
1996..08..09 Transfer from I'rlnclpal 1,634,56
1996..09..04 Common Stock Collective 14,77
Investment Fund
1996..09.04 Municipal Bond Fund 1,771.08
1996..09.09 Transfer from Principal 4,437.26
1996..10..01 Common Stock Collective 6,95
Investment Fund
1996-10.02 Municipal Bond Fund 1,701. 58
1996.10..09 Transfer from Principal 3,489,16
1996..11.05 Common Stock Collective 7.17
Investment Fund
1996.11..05 Municipal Bond Fund 1,713.36
1996..11.13 Transfer from Principal 1,720,95
1996.l2..03 Common Stock Collective 6,95
Investment Fund
1996..12.03 Municipal Bond Fund 1,682,75
1996..12.10 Transfer from Principal 4,561.28
1997-01.03 Municipal Bond Fund 2,009,09
1997.01-06 Common Stock Collective 7,40
Investment Fund
1997..01.17 Estate of Evelyn Z, Maguire . 97,38
To Pay Dauphin Deposit Bank
and Trust Company Commission
1997..01.17 Me 110n Bank .. Refund to Trust 1.438,72
Account ........................ .. 101,014,94
........ ...................
Total Receipts of Income l44,63L07
-------------
.2B.
.
,'"""
DISllUllS~:lil\NTS 01' I NCOH~:
1991. .12..11. Trllnsfer to Princfplll For 71,,79
Income Reinvestment
1995-02..08 Vital Statistics .. 10 DOli th 30,00
Cortiflclltos on John T.
Maguiro
1995-03-15 Dauphin Doposit 8ank and Trust l,454,53
Co. - Commission
1995-04..17 Transfer to Principal 3,648,06
1995-06-16 Dauphin Deposit Bank and Trust 1,489.69
Co, .. Commission
1995-09-15 Dauphin Deposit Bank and Trust 1,513,45
Co. .. Commission
1995-12..18 Dauphin Deposit Bank and Trust 1,520.83
Co. .. Commission
1996..03-18 Dauphin Deposit Bank and Trust 1,560,07
Co. - Commission
1996..04..01 Dauphin Deposit Bank and Trust 205.20
Co, .. Commission
1996-05-01 Dauphin Deposit Bank and Trust 451. 36
Co. - Commission
1996-06-03 Dauphin Deposit Bank and Trust 453,02
Co. - Commission
1996..07-02 Dauphin Deposit Bank and Trust 452.96
Co. .. Commission
1996-08-01 Dauphin Deposit Bank and Trust 442,97
Co. - Commission
1996..09-04 Dauphin Deposit Bank and Trust 448,91
Co. .. Commission
1996..10-01 Dauphin Deposit Bank and Trust 459,08
Co. - Commission
1996-11-01 Dauphin Deposit Bank and Trust 463,96
Co, - Commission
1996-12..03 Dauphin Deposit Bank and Trust 477 ,96
Co. .. Commission
1997-01-02 Dauphin Deposit Bank and Trust 97,38
Co, - Commission
-29-
.
"....,
I'""'.
1997.02.03 Dauphin Doposit Bank and Trust
Co. . Commission
20,83
....................
15,265.05
Total Disbursomonts of Incomo
...................
15,265,05
---------
-30-
...'.........,.:i;:'i'-~'i
.
'"""' t""::I
DISTRIBUTIONS OF INCOMI, TO B~:N~:I'lCI^IUI,S
1995..05..10 Evelyn Z, Maguiro - Income 6,000,00
Distribution
1995..06..12 Evolyn Z, Magulro .. Income 6,000,00
Distribution
1995..07..10 Evelyn Z, Maguire - Income 6,000,00
Distribution
1995-08..10 Evelyn Z, Maguire .. Incomo 6,000,00
Distribution
1995-09-11 Evelyn Z, Maguire - Income 6,000,00
Distribution
1995-10-10 Evelyn Z. Maguire - Income 6,000.00
Distribution
1995..11..10 Evelyn Z. Maguire .. Income 6,000,00
Distribution
1995..12..11 Evelyn Z. Maguire .. Income 6,000.00
Distribution
1996-01..10 Evelyn Z. Maguire - Income 6,000,00
Distribution
1996..02-12 Evelyn Z. Maguire - Income 6,000,00
Distribution
1996-03-11 Evelyn Z. Maguire - Income 6,000,00
Distribution
1996-04-10 Evelyn Z. Maguire - Income 6,000,00
Distribution
1996-05..10 Evelyn Z. Maguire - Income 6,000.00
Distribution
1996..06-10 Evelyn Z, Maguire - Income 6,000.00
Distribution
1996..07-10 Evelyn Z. Maguire - Income 6,000,00
Distribution
1996..08..12 Evelyn Z. Maguire - Income 6,000.00
Distribution
1996..09-10 Evelyn Z, Maguire - Income 6,000,00
Distribution
1996-10-10 Evelyn Z. Maguire .. Income 6,000,00
Distribution
-31-
1996.11.12 Evelyn Z. Magulro
Dllltrlhutlon
lncomu
6,000.00
1996.12.10 (,volyn Z. Mogul ro . lncomu
Dlutrlhutlon
6,000.00
1997.01.17 Estato of Evulyn Z. M.1gulro .
Dnuphin Doponit Bank nnd Trunt
Company Dividend
5.49
1997.01.17 Estato of Evelyn Z. Maguire'
Income Cash in Navigator Fund
as of Date of Death
1,438.72
1997.01.17 Estate of Evelyn Z. Maguire
Accrued Interest on Navigator
Fund as of Oate of Death
2.13
1997.01.17 Estate of Evelyn Z. Maguire
Interest on Navigator Fund as
of Date of Death
5.86
1997.01.17 Estate of Evelyn Z. Maguire'
Accrued Dividend on 200 shares
Dial Corp.
16.00
1997.01.17 Estate of Evelyn Z. Maguire'
Accrued Dividend on 104 shares
General Motors Corp.
41. 60
1997.01.17 Estate of Evelyn Z. Maguire
Accrued Dividend on 200 shares
International Paper Corp.
50.00
1997.01.17 Estate of Evelyn Z. Maguire
Accrued Dividend on 320 shares
~lobi1 Corp.
320.00
1997.01.17 Estate of Evelyn Z. Maguire'
Accrued Dividend on 480 shares
Pfizer Inc.
144.00
1997.01.17 Estate of Evelyn Z. Maguire'
Accrued Dividend on 349 shares
Potomac Electric Power Company
144.84
1997.01.17 Estate of Evelyn Z. Maguire'
Accrued Dividend on 200 shares
Viad Corp.
16.00
1997.01.17 Estate of Evelyn Z. Maguire
Accrued Dividend on 1,053
shares Baltimore Gas and
Electric Company
421. 20
.32.
I, Evelyn Z. Maguire (Settlor) of Mechanicsburg, Cumberland County,
Pennsylvania, hereby trnnsfer to Dauphin Deposit Bnnk and Trust Company
(hereinafter called the Trustee), n Pennsylvnnia bnnk nnd trust compnny, such
property as mny be delivered contemporaneously herewith, or nt such time or
limes Ill!renfter: to be held in Trust as fullows: .
FIRST: Dispositive Provisions For My Benefit - During my lifetime:
A. AlIur the net inc(lme shall be pnid tll me atleaSll\Unrterly or shall be paid or
accumulnted nnd added to principnl. as I may direct 111 writing;
B. As much of the principal as I may from time to time request in writing shall
be paid to me, or as I may othenvise'direct;
C. If, in the Trustee's opinion, I am at any time unable to act or to apply the
payments to my own best interest and advantage, the Trustee may apply
dh:ectlv fol' my'benefit as much of the income and/or principal as the Trustee
Olny, fro III lime to lime. deem apf'ropriate for my welfare, comfort. suppurt or
emerp;ency needs, directly and wIthout the intervention of a guardian, and may
add to principal as much of the income as the Trustee deems advisable.
D. Trustee shall keep true and correct books of account, which books of account
shall at all reasonabfe times be open to the inspection of Settlor or his duly
appointed representative. Trustee shall also quarterly render Settlor a detailed
statement showing all receipts and disbursements on account of the trust estate
nnd the maImer nnd form in which the trust estnte is invested at the time of the
renditiun of such statement.
SECOND: Dispositive Provisions After My Death - Upon my death while the
trust continues, the Trustee shall pay the then-remaining principal and income to
my Executor or Administrator for dIsposition as part of my Estate.
THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this
trust, in whole or in part, at any time and from time to time by an instrument in
wriling, delivered to the Trustee and intended to tnke effect during my lifetime;
except that the duties, powers and liabilities of the Trustee shall not be changed
without its written consent. The Trustee reserves the right, at any time upon thirty
(30) days advance written notice to me, to resign the trust and deliver the trust
estate to me, after deducting therefrom its fees nnd nny expenses then due and
payable.
FOURTH: Additions to Trust: Subject tu the approval ur the Trustee, either I ur
nny other entity may add property, renl and personal. to the principal of this trust.
FIITH: Trustee's Powers: In nddition to the pnwl'Cs p;rnnted by law, my Trustee
shall have the fulluwing discretionary powers, applknble to principal and incume,
which shall be exercisable without leilVe or court and shnll continue until
distribulion is actuallv made:
A. To nccept nnd retain any or nll property at any time hereafter delivered or in
any other manner ht!reafter acquireu, including stock or uther securities of the
Trustee, or of a holding company controlling the Trustee;
B. To invest in all forms of property (including, but not by way of limitation,
real estate, all tvpes of stocks, bonds, optiuns, and participations in common
tntst funds and money market funds); without being conIined to investments
prescribed by statute and without being required to diversify;
C. To buy investments nt a premium or discount;
D. To hold property unregistered or in the name of a nominee;
E. To give proxies, both ministerial and discretionary;
F. To compromise claims;
G. To join in any merger, consolidatiun, reorganization, voting trust plan, or
other cuncerted action of security holders, and to dt!legate discretionary duties
with respect thereto;
H. To borrow from Dauphin Deposit Bank and Trust Company or from oUlers,
and to pledge real or personal property as security therefor; to loan cash or
st!curitles upon such tt!rms and conditions as trustees deem appropriate.
1. To sell at public or private sale for cash or credit or partly for each to
exchange, to improve or to lease for any period of time, any real or personal
property; and to give uptiuns for sales, exchanges, or It!ases.
J. To allocate any property received or charge incurred to principal or income
or partl:( to each, without being obliged to apply the usual rules of trust
accountJllg;
K. Tu distribute in cash or in kind or partly in each;
L. To retnin any part or all of my business interests held in this Trust as long as
lhe Trustee consldt!rs it ndvisable to do so; and tu conduct, alune or with others,
any such business in which I am engaged, with all the powers of an owner or
with respect thereto, including the power to delegate discretionary duties to
others and to pay nuequate compensntion tu nny such person; to invest other
property in such business, and to incorporate it"or change its rorm. This power
lJIcludt!s the right tu take all appropriate nctiuns to prevent, identify, or respond
to actunl or thre:ltened violations of nnv environmentnllaw or regulation
thereundt!r. "
nt.... .,\
Fl I ,iIH'~
'97 I1IIY -8 f'lH :\4 ~
ill 1
elL.;' ~,' !
Cur, . , ~)..\
'U11110 IX9U 10 1!01l
'AlBIOll9ulIq 'JOl\pansB 81UIS88111 UIIS9191UI UB WIBIO 10 9^B4 01
IUBIunoOOll 8111 01 UMOull U01l19d 191110 Al9^9 01 pUB IUBW!BIO
PIBdun AlBA8 01 U9^18 U911q SBII 'Iunooo'o' PIllS 01 SUO!IO~rGO
U9UIJM 811. 01 A1Ip \SBI 841.0 pU8 UOIIBWIlIUOO 101 uno:) 941 01
P91U9S9Jd 1Iq \IlMlIWIlS 8111 U911M 90Bld pUB 9WII'81BP 94110 pUB
'1lInoo:l" SI41 J118UII1I8111.O llO(IOU U9U\JM IBIII "'IU90 Aq9lo11 I
~~ . IJ.
~~~ I>: ~
~~J ~l:l I-<
..l~til .,j g
I'<<IIH ~Iil 1-<'
zffi~ It) ~~ tJ lil ~
tJ ~
o ~ Q' \:l . iii < ~ ~
~~~ - Cl....\:l ~
0 <'" ~ I-< . , I'<
....H '8 ~~
~~8 \ I>:<'I::>U H :>
..::l l>l....Cll>l co ~ ~
~~;'i~ ~~ C~
0- 0- ~
fo<U<II Iil~~
8!~ I!: iii .0 ZU ~~
I-< NZ
gJ!( HI-< I-< ~~
tJ \:l ~ ~""i::l ::rl<ll <II
~~ I>: 8
~l>l0 ~ !;j H
<I-< ~ ~ ~
i:i ~
Z~ .
0 ~ ..~ a ..
HU Z :l
~ -
.
.
-.
..-, . '4
I
.-.. .
D Dauphin Deposit Bank
and TJUSl company
c
c..
~
f{i . Ii '1. ~':~
~'J II.!
. .,.1 '
R[V. lS00 [l ,,'.4.1
2. Supplemontul Roturn
4a. Futuro 1"101051 Complommo
(lor datu!) 01 death otter 12-12~821
[]] 6. Decodont Diod T051310 [R] 7. Decodonl Maintained i1 UVlng TfU3t
(Anach COpy 01 Will) IAnach a copy 01 Trll.l)
C P All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
~ 2 NAME COMPLETE MAILING ADDRESS
R D Alan B. Rhinehart Dauphin Deposit Bank and Trust Company
~ ~ TELEPHONE NUMBER 8 West High Street
_ T 800 432-7994 Carlisle, PA 17013
1. Real E.late (Schedule A) (1) None
2. Slack. and Bond. (Schedule BI (2) 615 . 525 . 74
3. Closely Held Slock/Partno..hlp Inlelost (Schodulo C) (3) None
4. Mortgago. and Nolo' Rocolvablo (SChodulo D) (4) - O-
5. Ca.h, Bank DopoSlt. & M,.collanoou. porsonal Proporty (Sch. E) (5) 695 . 110 .43
6. JOintly Ownod Property (SChodulo F) (6) None
7. Translor'ISchodulo G) (SChodulo L) (7) None
8. Total Gross Assets (total Unos 1-7)
9. Funeral E>cponsos, Administrative Costs, Miscellaneous
Expon.o. (Schedulo H)
10. Debl'. Mortgago Uablhlie.. Uon. (Schedulo I)
11. Total Deduction. (total Uno. 9 & 10)
12. Not Velue 01 Eslale (Uno 8 Il1lnu. Uno 11)
13. Charitablo and Governmontal Boquests (Schedulo J)
14. Nel Valuo Sub'oct 10 Tox (Uno 12 minus Uno 13)
15. Spousal Tranolo.. (lor date. 01 doalh anor 6-30-94)
SeD Instructions lor Applicablo Percentage on pago 2.
(Include valuo.lrom Schodule K or Schodulo M.)
16. Amount 01 Uno 14 taxablo at 6% role
(Include valuo.trom Schodule K or Schodulo M.)
11. Amount 01 Uno 14 IllXoblo at 15% ralo
(Includo value. 110m Schodulo K or Schodulo M.)
lB. PrinCipal tox due (Add tox tram Uno 15. 16 and 17.)
19.Credlls/Sp Povorty Prior paymonl!l Discount
0.00.62.500.00. 3.289.47
20. II uno 19 is greator than Uno 10, ontor tho differonco on Uno 20. This is tho OVERPAYMENT.
~ 0 Check here If you are re uestlng a rofund of your OYO a ment
21. II Uno 10 is groater than Uno 19, ontor tho dlfferonco on Uno 21. This is tho TAX DUE.
A. Enter tho intOlost on tho balanco duo on Uno 21A.
B. Entor lhe lotal 01 Une 21 and 21A on Une 21B. ThIS IS tho BALANCE DUE.
M.ke Check P. able 10: Re 1ste, 01 Wills. A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
CAB
H P L
E P 0
C R C
K 0 K
P S
CO~MONW[AI TU m 1l1'NN'I'n.vMIIA
O(PAnlVfNT or I [VlNU[
orfl'11\01l1l1
HARRI5UUnn,.IA '"11\.onol
-; -IVC - '!
I .) I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
Ci1IJNTVc:oor
V[J1.I1
'WMIHrl
fOil DATr~Of 0[1'01 AfT[R 121111'11 CII[C" tltnE
If A 51'()U5Al 0
,,'wflllV enroll 1"1 (lA1Vl 0
FILE NUMBER
21% -103(,
D
E
C
E
D
E
N
T
DE CEDEN"S NAME 11.A~iT, F In~ T, AND VIDDl [ l'wlTIAll
M" uire. Evelvl1 Z.
DAff 0" UiIHH
()[C( O[Nt... COMI'L[H Aonn[55
910 Peachtree Drive
Mechani"cbuq~, PA 17055
OAI( 1)1' O[^h~
12/08/1996
SOCIAL !lECUIlIT't'NUMU[n
177-2/,-5773
05/12/1 r)06
ClIU"lV Cumberland
(IF APP1.1CAnLEl SURVIVING sraU5E.'5 NAME IlA5' .f:lnST AND MIOOlllNITlAll ~f)CIAl 3[ cuRITY NuMnE R
AMOUNr REC(IVE 0 (5[ r. I~~~ TRUCTION51
0.00
X 1. Onglnal Roturn
4. LJll1llod Estate
Romainder Rolurn
(lor dalo. 01 doalh pilar 10 12-13-82)
Foderal E~tato Tax Roturn Roquirod
Tolal Number 01 Salo OOpOSlt 80xos
IKJ 5.
l B.
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(B)
1.310.636.17
(9)
94,405.93
14.991. 13
(10)
109.397.06
1. 201. 239.11
(11)
(12)
(13)
(14)
1.201.239.11
(15)
0.00 X
0.00
=
(16)
1.201.239.11 X .06 =
72.074.35
T
A
X
C
o
M
P
U
T
A
T
1
o
N
(17)
0.00 X .15 =
0.00
(lB)
72.074.35
Interost
65.789.47
0.00
(19)
(20)
(21)
(21A)
(21B)
6.28/..88
0.00
6.2B4.88
U""" plI",,'I1In 01 plI'lury.IOl!'loI'lI 1nat I n.hl e.am,,"!J I"'S ,elurn.,",lud'"Q .I'l:omp.l"y'''1I """Oul'" "'"0 SI"'l11rol""U, ","IS 10 1"11 besl of '"v ."o*leO;e"'"O be;'III. ,t., trulI.
,nrflltt.."dCOlllplel..ldIlCI..r"ltl.llitllrll..11I11.11111'l.lSbl'l'nrI'Qor1.d.lll'ullm..r."I.....IU..OI'CI"'r.lt'o"Olpr'p.I!er':lI""rt".I"1".PII'SO"..lrepre,,"Uhlo',ISou.dCn..'tl"Iorrol..llonol
""nll:"cre r.,(".U.lnyll,,,()wl.d~e.
CA'l'E
1/:1/,17
AFll\NQR(H.iI'1N Alan B. Rhincha.rt
~_ _\o!~~~. .lggl~ _ ?_t_r_~~.t_ _ - - - -' - - - -" - - - -.. -' - - - - - - - - --
Carlisle. PA 17013
RT'~ANn(PRE~[NTATiV[ McNee!>, Wallace & Nurick
~. !:(~:.j::..IJ !l~~ .?t.r:~~::. -. -.. -.. -.... -.. -........ -....
C.1rli::le.I'A 17(1)
CATE
Fe'''' 1500 In,,~. r~q41
Ccov"Qnt\1:11~H41\l'<"\ 10'1..."'1' 0"1". ::P'j'f\lP<"\', I",
. --- -,.. - ~.- ,
....-
REV. ,so.. EX . (:1-121
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Ploaso Print or T 0
FILE NUMBER
2196-1036
COMMON.WMlT~ OF p~'VlSr.hYANIA
IN~t:Itt.'I,Ib'tlE'b'l.'~f"
ESTATE OF
Evelyn Z. Maguire
SS# 177-24.5773
12/08/1996
Schedule C-t Dr C-2 mu.t be .ttached lor each bu.ln...lnt....t 01 the d.ced.n~ oth.r th.n a
ITEM
NUMBER
rt.torahl .
DESCRIPTION
VALUE AT
DATE OF DEATH
TOTAL (Also ontor on lino 3. Rocapitulatlon)
(It mora spaco Is "coded. insort addltlonal shoets of samo sizo.)
Copyright (t119U farm .0U......,. only CP5y.tlms.lnc.
$
0.00
Farm 1500 5thldull C (AI". ]..921
! -
\.
REV..UQIU+ (1j1..1I1
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
2196.1036
CO...~N'k'l;'Xl?'lJ)! "f. P'l.'i,~tY.l-~'N"
oIhioEN't'bt"d'EO"\:N1'
ESTATE OF
Eve1 n Z. Ma uire
SS# 177-21,-5773
12 08 1996
RELATIONSHIP TO DECEDENT
Jolnllenlnl(e):
ADDRESS
NAME
A.
B.
C.
ITEM LETTER DATE TOTAL VALUE
FOR MADE DESCRIPTION OF PROPERTY DECO'S DOLLAR VALUE OF
NUMBER JOINT OF ASSET "'INT. ECEDENTINTEREST
TENANT JOINT
TOTAL (AlsO onlo' on IIno 6. Roc.pllUlallon) ~ 0.00
JolnUy-owned property:
(II moro spaco is noodod. Insort additional shoets 01 samo sizo.)
CapyflQPIt tel '994 tarm softw". only CPSy,tl,n,. lne.
Fa,m 1500 SC".dlll. F l~.". ,jI..Ul
AEV"UIOEX+ (2-11)
CO":I,o~~f..1.'N'.l1 'IF, Plli~tY.hl"""
~hlb"E")b~c\'bl"r
ESTATE OF
SCHEDULE G
TRANSFERS
PloosO Pllnt or T 0
FILE NUMBER
2196.1036
Evelyn Z. MaKuiro SS# 177-24.5773 12/08/1996
THIS SCHEDULE MUST BE COMPLETED AND F1LEO IF THE ANSWER TO ANY OF THE OUESTIONS ON PAGE 2 IS YES.
ITEM DESCRIPTION OF PROPERlY EXCLUSION TOTAL VALUE DECo'S DOLLAR VALUE OF
NUMBER Includ.n"uOltr"t'ln".".,lh." OF ASSET % INT. DECEDENT INTEREST
"lAtlon'h;':'~lo <f.ud.nl d.l. olttln,I."
TOTAL (Also cntor on line 7, Rocapitulotion) 0.00
(II mora spaeD Is noodod. Insort additional shoets 01 sarno sI20.)
COPYflghtlc) 1994 'a'''' .OUwI', onty CPSyll.",..lnc.
Fo,m 1500 Sch.dul. G IR..... 2~a7.
REV - "" EX . (,.u,
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or e
FILE NUMBER
2196.1036
c '''\'~'1!i'1(f,.'''l1.t1 "'t P~'tY"'li'NIA
"R{sloEN)'l,lI't'OENT
ESTATE OF
Evel n
ITEM
NUMBER
A.
SS# 177.24.5773
12 08 1996
AMOUNT
DESCRIPTION
Funeral Expenses:
Mary Ann Maguire
Reimbursement for Funeral Luncheon
1,025.02
9,558.00
1
2
W. Orville Kimmel Funeral Home' Funeral Expense
B.
AdmlnlstraUve Costs:
Personal Representative Commissions
Social Securtty Number 01 Personel Representative:
Ye", Commissions paid 1997
66,071.51
1.
:z.
Attorney Fee.
McNees, Wallace & Nurick
10,000.00
3,500.00
3.
Femlly Exemption
CllIimanl Mary Ann Ma!!,uire
Address 01 Claimant at decedenrs dealh
Street Address 910 Peachtree
City Mechaniscbur!!,
stale~ Zip Code 17055
Relationship
Dau!!,hter
Drive
4. Probate Fees
C.
Miscellaneous Expenses:
Bell Atlantic . PA - Telephone Expense
8.29
1
650.00
2
Boyer and Ritter CPA . 1996 Federal and State Personal Income ta
Returns for Evelyn Maguire
897.00
3
Cumberland County Register of Wills - Cost of Letters
Testamentary and Short Certificates
197.00
4
Cumberland County Register of Wills - Cost of Filing First and
Final Account for Evelyn Z. Maguire Trust under Agreement
60.00
5
Cumberland Law Journal - Cost of Advertising and Proof of
publication
13.00
6
Dauphin Deposit Bank and Trust Co. - Wire Charge
2.426.11
Total of Continuation Schedule(s)
s 94.405.93
TOTAL (Also on10r on line 9. Recapitulation)
(If mare space Is needed. Insert addlUonal sheets ot same size.)
CapyflQnl(tl '9114 to'''' lOltWII. only CPSYI,.",".lnt.
Fa'''' 1500 Sth.dul. H {R.v, '-U}
REV. ISt3 EX + (2.17)
cOM:1.'/.'t'XM'Il.t1 <If, P~!j,~tV.hYANIA
,;hIOENl'b~c""b'I:NT
ESTATE OF
SCHEDULE J
BENEFICIARIES
SS# 177.24 - 5773
FILE NUMBER
2196-1036
Eve1vn Z. Ma uire
ITEM
NUMBER
12 08 1996
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
RELATIONSHIP
1
A. Taxablo Bequosts:
Janet K. Hess
115.73 Hilltop Road
Kinnelon, NJ 07405
1/3 share of
Residue
Daughter
2
Carolyn M. Kerr
318 W. Main Street
Mechanicsburg, PA 17055
Daughter
1/3 share of
Residue
3
Mary Ann Maguire
910 Peachtree Drive
Mechaniscburg, PA 17055
Daughter
1/3 share of
Residue
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitablo and Governmental Bequosts:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS Also onler on IIno 13. Rocapitulallonl
(II mora spaco Is needed, Inson additional sheels 01 sama slzo.)
CapytlQh1(Cl tgg.. 'arm software only CPSystem., Inc.
$
0.00
Form 1500 Schedule J (Re.... 2.'71
.-1
,
REv-luaEXjl.g;ll
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEALTH OF PENN5YlVANIA
INHERITANCE TAX OIVI!iION
(AVAILABLE FOR OECEOENTS DYING AFrER 1:zr.Jl/9tl
ESTATE OF FILE NUMBER
Evelvn Z. Map,uire 55" 177.24.5773 12/08/1996 2196.1036
This schedule musl bo complolod and hlod II you chockod tho spousal POVOlty crodll box on lho covor shout.
PART I - CALCULATION OF GROSS ESTATE
1. 1.310.636.17
2. 0.00
3. 0.00
4. 0.00
5. 0.00
0.00
1. Taxablo AsselS lolal Irom line 8 (covor shoot) . .
2. Insurance Proceeds on Ufe 01 Docodent.
3. Retlremenl Benofits , , , ,
4. Joint Assets with Spouso
5. PA Lonory Winnings. . .
6.. Olhor Nontaxoblo Assolo: UsI(Anach schodulo " nocossary) .
6..
6b.
6c.
6d.
6. SUBTOTAL (Unos 6a, b, c. d). . . . . .
7. Total Gross ASS01S (Add IInos 1 Ihru 6). .
Income:
a. Spouse.,
b. Oocodont.
c. Joint....
d. Tax Exompt Incomo. . . . . . . .
G. Olhor Incomo not listed above. , , , . . , , ,
I. TOlal...................
4. Averago Joint Exemption Incomo Calculation
4a. Add JoInt Exomption Incomo from above:
(11) 0.00
1994
0.00
0.00
0.00
0.00
o . 00 3e.
0.00 31.
+(21)
o . 00 +(31)
0.00
6.
0.00
7.
1.310.636.17
8.
3.
3a.
3b.
3c.
3d.
TAX YEAR:
8. Total AClual Uabililios . . . . . . . . . . .. ........ . . . . . . . . . . . . . . . . . . . . .
9. Not Valuo at Eslalo (Subtract lino 8 tram lino 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IIlino 9 is groator than 5200.000 - STOP. The oslalo is not oligiblo to claim tho crodit. II not. continuo 10 Pan II. 9. 1.310.636.17
PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach copies of Federal Individual Income
Tax Returns for decedent and souse.
1. TAX YEAR: 1993 2. TAX YEAR:
la. 0.00 2a.
lb. 0.00 2b.
lc. 0.00 2c.
ld. 0.00 2d.
Ie. 0.00 2e.
11. 0.00 21.
.
4b. Avorago Joint Exomptlon Incomo . , , , , , . , . , . . , , , , , . " "...., "".,..
Urine 4(b) Is grealer than $40,000 - STOP. Tho ostato is nol eligible to claim tho credit. II not. continuo to Part Ill.
PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES
1. Insert amount of taxable translers to SPOUSQ or $100,000. whiChever is less.
2. Multiply by crodlt percentage (soe InSlructlons) . ,
3. ThiS is tho amounl 01 tho Resident Spousal Poverty Crodlt. Include thiS ligura
in tho calCulatIon 01 total credits on line 19 of tho cover sheot , .
4. For Nonresidenls, onter tho lalla of Ihe decedont's gross estate In PA to tho v31ue of Iho
decedent's gross estato. . . , . . , . , .
5. Multiply linn 3 by line 4 and onlor tho total hmo. This is tho amount 01 tho Nonrosldont Spousal
Poverty Crodit. Includo this Ilgure in Iho calculatIOn of lot31 crodlts on Imu 19 01 tho cover sheot.
CaPY'IQnl(cll'l9. form SOltw,lI. 0"1'1' CPSyslem5,lnc.
.
1.
2.
3.
4.
5.
0.00
1995
0.00
0.00
0.00
0.00
0.00
0.00
0.00
3 )
0.00
SC"'''d..I~N {Re.... 1.921
REV..184i EX.IIIISI
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE.!SIOENT CECEDENT
ESTATE OF FII. Number
Evelvn Z. Maguire SS# 177-24.5773 12/08/1996 2196-1036
PART A: Entor Iho doac"pllan ond valuo 01 olllnlo,ost., bolh taxabla and nan-taxablo. raga,dlo.. ollacallan and not 01 doductlon.,
which ass to tho docodonl's Gurvlvln 0 OUBO b will. Intoslacy. oporatlon of law, or othorwiso.
Dosert t10n of itoms
110m I
Amounl
Pan A Totd!: Ema, the tOlol hore and In the spouse'. "Amounl Received' block on Pogo 1 0 . 00
Election To Subject Property To Tax Under Section 2113(A) As A Taxable Transfer By ThIs Decedent.
II a tru.t or similar anangemont moot. the requirement of SectJon 2113(A), and:
a. The trust or "milar arrangement 1.II.ted on Schedule 0, and
b. The volue of the trust or .Imilar arrangoment I. ente,ed In whole or Po" a. an asset on Schedule O.
Ihen the lIansfero~. personal representativo may .peclflcolly Identity the trust <all or alrectional ponlon or percomage) to be included in the election
to hove auch tru.t or similar propeny lIeated os a taxeble lIan.'er In Ihl. eslate. Illes. than the entire volue of the tru.t or similar propeny Is Included
a. alaxable lIansfer on Schedulo 0, tho personal repre.amatlve sholl bo conslda,od to havo made the elecflon only os to a fraction of Ihe tru.t or
.'milar arrangoment. Tho numerator of thl. fraction I. oquol to tho amount of the trust or similar arrangement Includod os a taxable assaI on Schedule O.
The denom/nator I. equal to the tOlol value 01 the tru.t or similar arrangement
ELECTION:Do you elect under SecUon 21 t3(A) to treat a. a taxable tran.ter In thla eatate all or a portion at a truat or similar arrangement
created tor the sole uae olthla decedent's surviving spouae durfng the aurvlvlng spouse's enUre IlIeUme?
YES 0 NO 0 Signature Date
Note: If the elecUon a nes to more than one trust or similar arran ement. then a se arate co or Schedule 0 must be sl ned and filed.
Part B: Enter the descrlption and valuo 01 011 Intaroats. both taxable and non-taxablo, ragardlosa of 10caUon and not of deduction.,
which pa.a to tho decodent'. ,uIVlvln .pouso lor which a Section 2113(A) olectlon la beln modo.
110m I Doscription of lIem. Amount
Po" B Tolal (.09 In.trucllon.)
0.00
Copyrtghllc:111l9S farm IOflwl.re only CPSysteml. Int.
roun 1500 Schedule OIRev,I.9SI
..
INVENTORY
Estate of:
Date of Death:
County:
Evelyn Z. Maguire
12/08/1996
Cumberland
CASH:
America Homepatient - Refund
21. 74
26.40
Capitol Bus Co. A Series _
Check
Capital Blue Cross - Claim
Payment
870.22
Commonwealth of Virginia _
Final Settlement in Full
from VA Department of
Taxation for Federal Retiree
Tax settlement Law in
Phyllis Zimmerman Estate
697.38
Evelyn Z. Maguire TIA _
Principal Balance of
Navigator Fund
Accrued Interest
6,291.78
2.13
Evelyn Z. Maguire TIA - Income
Balance of Navigator Fund
1,438.72
Fulton Bank - Proceeds from
Certificate of Deposit
#1251142652
101,681. 98
Fulton Bank - Accrued Interest
on Proceeds from Certificate
of Deposit #1251142652
283.38
Mellon Bank Checking ACCount
#1121101982
Accrued Interest
25,642.77
28.14
New York Life Insurance
Company - Proceeds from
Policy #SC158319
10,794.10
PNC Bank Money Market Account
#5030115709
Accrued Interest
79,146.28
1,649.33
-1-
Estate of:
Date of Death:
County:
Evelyn Z. Maguire
12/08/1996
Cumberland
320.00 shares Mobil Corporation 38,620.00
Accrued Dividend 320.00
480.00 shares Pfizer Inc. 39,570.00
Accrued Dividend 144.00
349.00 shares Potomac Electric Power 8,626.84
Co.
Accrued Dividend 144 . 84
103.00 shares Union Pacific Corp. 5,919.28
87.00 shares Union Pacific Resources 2,517.56
200.00 shares Viad Corp. 2,981. 25
Accrued Dividend 16.00
378.00 shares Weis Markets Inc. 12,367.69
..--..--...............
615,525.74
BONDS:
$3,328.48 Capitol Bus Company
Series A Note
0.00
$6,990.00 Capitol Bus Company
Series B Note
0.00
--------..-----
0.00
--....-........---........
TOTAL RECEIPTS OF PRINCIPAL...............
1,321,430.27
---
-3-
.1~1l62111"'.q'
185237 COMMONWEALTH OF PENNSYLVANIA
DlPAItTMINT 0' RIVINUI
OffICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATI TAX
.
D NO. AA
,
1
I
1
I
I
I
I
I
I
t
I
,
,
I
,
t
t
.....IQtO HtlE
t
I
I
I
t
I
I
RECEIVED FROM:
m
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
DAUPHIN DEPOSIT BANK & TRUST
A'ITN: ALLEN mINEHART-TRUST OFFICER
8 WEST HIGH STREET
CARLISLE, PA 17013
Ivl
.cc,;JUU.UU
ESTATE INFORMATION:
!II FilE NUMBER
1QI 21-1996-1036
!II NAME OF DECEDENT ILAST)
~ MAGUIRE EVELYN 2
II DATE OF PAYMENT
B POSTMARK DATE
COUNTY
SSN 177-24-5773
(FIRST) IMI)
CUMBERLAND
DATE OF DEATH
SEAL
DAUPHIN DEPOSIT DK & TR CO
ATTNc ALLEN RHINEHART
CHECK II 043983
m TOTAL AMOUNT PAID
562,:500.00
V2
REMARKS
REGISTER OF WillS
(
" '
RECEIVED BY / I,' t, . : '.. ,', /.".' ,::' I ".
. " SIGNATURE,
J '
MARY C. LEWIS /; l , ", :,j"
REGISTER OF WILLS
. -- ._---. . ---. -- ._-- .-_. -~- --- ~.- --- ---
.
'.
(
.i
,
-....-.
- ---:"...NiI
~-
15-NY J
,*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,'.
BUREAU OF INDIVIDUAL TAXES
IHtC(AIU.HC[ tAlt DIVISION
DlPl. :10'01
ItARAISIURC, PA lllla-06D)
NOTICE OF INItERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
1I,.lId" '" IIt-tll
ALAN B RHINEHART
DAUPHIN DEP BK &
8 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-12-98
MAGUIRE
12-08-96
21 96-1036
CUMBERLAND
101
EVEL YN
z
TR CO
Amount R.~ltt.d
PA 17013
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 ....
riEV:i5'4-j-EX-"Fii-io'9-:97T"NCiTYCEuOF-YNHEifiiiiN-CE-YA'ic-iiPPRA'isEHENr;-"ii."oWANCE-oli-----m---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MAGUIRE EVELYN Z FILE NO. 21 96-1036 ACN 101 DATE 01-12-98
TAX RETURN WAS: I X) AttEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Sch.dula A)
2. stocks and BondI (Schedule OJ
3. Closely Hald stock/Partnership Intera.t (Schedule C)
4. Hartg.gas/Nota. Receivable (Schedule Dl
5. C.lh/B.n~ Deposits/Hilc. Parsonal Property (Schedule EJ
6. Jointly ONnad Property (Schedul. fl
7. Transfar. (Schedula G)
8. Total A...t.
I CHANGED
.00
615.525.74
.00
.00
695.110.43
.00
.00
IBI
III
(2)
(5)
141
15)
(6)
171
HOTE; To insure proper
credit to your account,
subait the upper portion
of this far~ Mith your
tax pay~ent.
1.310,636.17
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expens.s/Ad~. Casts/Hisc. Expense. (Schedul. H)
10. Dabt./Hartgage Liabilitie./Liens ISchedula X)
11. Total Deductions
12. N.t Value of rax R.turn
13. Ch.ritable/Gavern~.nta1 Bequest.; Hon-e1ected 9113 Tru.t.
14. Net Valu. of E.tat. Subjact to Tax
I~l
110)
94,405.93
14,991.13
Ill)
112)
1151
114)
109.397 06
1. 201. 239.11
.00
1.201.239.11
ISchedulo .I)
If an assessment was issued previOUSlY. lines 14, 15 and/or 16. 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~aunt of line 14 at Spousal rat. lIS)
16. AMount of line 14 taxable at Lineal/CIa.. A rat. 116)
17. A.aunt o~ Lin. 14 taxabl. .t Collataral/Cl... Brat. 117)
18. Principal Tax Dua
NOTE:
.00 X .00=
1.201.239.11 X .06=
.00 X .15=
118)
.00
72,074.35
.00
72,074.35
TAX CREDITS:
PAYHENT
DATE
03-05-97
09-08-97
DISCOUNT (.)
INTEREST/PEN PAID 1-)
3,289.47
.00
RECEIPT
HUHBER
AA185237
AA242217
AHOUNT PAID
62,500.00
6,284.88
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
72,074.35
.00
.00
.00
. IP PAID AFTER DATE INDItATED, SEE REVERSE
FOR tALCULATION OF ADDITIONAL INTEREST.
1 IF TOrAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECHD AS ."CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
AESEAVATION: E.tat.. of d.c.d.nt. dying an or b.far. a.c.ab.r Il, 1'8Z .. If any future Int.r..t In the ..tat. I. tran.f.rr.d
In po.....lon or .nJay..nt to CI... B (coll.t.ral) b.neflclarl.. of the d.c.d.nt .ft.r the .Mplr.tlon of any ..tat. for
Ilf. or for y..r., the Caaaonw.alth h.r.by ..pr...ly r...rv.. the right to appral.. and a..... tran.f.r Inh.rltanc. T.M.,
.t the lawful Cia.. B (call.taral) rat. on ~y .uch future Int.r..t.
PlJIPOSE OF
HOTlCEr
To fulfill the r.qulr...nt. of S.ctlon ll'O of the Inheritanc. and E.t.t. T.. Act, Act II of 1995. (7l P.S.
S.ctlon 9140),
PA't'HEHh
D.tach the top portion of thl. Notlc. and .ubalt with your pay..nt to the Aagl.t.r of Will. prlnt.d on the r.v.r.. .Id..
..Hu.. ch.ck or aon.y ardar payabl. to: REGISTER or MILLS I ACENT
AEFUND (CA):
A r.fund of . t.M cr.dlt, which wa. not r.que.t.d on the Ta. R.turn, aav b. r.qu..t.d by caapl.tlng an ~Appllcatlon
for A.fund of pann.vlvanla Inh.rltanu and Estat. Talll~ (AEV-UUJ. Application. are av.llabl. .t the Office
of the R.gl.t.r of Will., any of the Zl R.v.nu. DI.trlct Offlc.., or by c.lllng the .p.clal l4-hour
an.varlng ..rvlc. nuab.r. for for.. ord.rlng: In P.nn.ylvanla 1-100-16Z.l0S0, out.ld. P.nn.ylvanla and
within local Harrl.burg .r.. (717J 7a7-1094, TOO. (717) 77l.ZZSZ (H.arlna lapalr.d Only).
OBJECTIONS:
Any party In Int.r..t not ..tl.fl.d with the appr.I....nt, .llowanc. or dl.allowance 0' deduction., or a......ant
of ta. (InclUding dl.count or Int.r..tJ a. .hown on thl. Hotlc~ au.t obJ.ct within .llIIty 160J day. of r.c.lpt of
this Notice by:
..wrlttan prota.t to the PA D.part..nt of R.v.~, Board 0' App.al., a.pt. Z1101I, Harrl.burg, PA
.-.I.ctlon to hay. the .att.r d.taraln.d .t audit of the account of the p.r.anal rapr..antatlv.,
..app.al to the Orphan.' Court.
171l1-lOZl,
OR
OR
ADHIN
ISTRATlYE
CORRECJJOHS:
Factual arror. dl.cov.r.d on thl. .......ant .hould b. addr....d In writing to: PA Departa.nt of R.v,nu.,
Bur.au 0' Indlvldu.1 T.III.', ATTN: Po.t A.......nt A.vl.w unit, a.pt. Za0601, HarriSburg, PA 17121.0601
Phone (717) 717-6S05. S.. page 5 of the bookl.t ~In.tructlon. for Inh.rltance T.. A.turn for. A..ldlnt
Dac.dent~ IR[V-1S0l) for an e.planatlon of adalnlltr.tlv.h correctabl. .rror..
OISCOlJlTI
If any t.. due I. paid within thr.. (lJ c.l.ndar .unth. .'t.r the dec.dant.. d..th, . flv. p.rcent (5~J dl.count of
the t.. paid I. .Ilowld.
PENAL TV:
The 15~ t.. aana.ty non.p.rtlclpatlon p.nalty I. coaput.d on the tot.1 0' the ta. and Int.r..t a......d, and not
p.ld bafore January la, 1996, the flr.t day .ft.r the .nd of the t.. .ana.ty p.rlod. Thl. non-participation
penalty 11 app..labl. In the .... aanntlr and In the the .... tla. p.rlod a. YOU would app.al the tax and Interut
that has b..n .......d a. Indlc.t.d on thl. notlc..
INTEREST I
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnquency, or nln. (9) eonth. and on. (IJ day froa the data of
death, to the data of p.yaant. Tall.' which b.ca.. d.llnquent bafor. January I, 1911 b..r Int.r..t at the rata of
.1. (6~)' percent par annua calculatad at a dally rata of .ODOI6~. All tall.' which bac... dallnquent on and .'t.r
January 1, 19a1 will baar Intar..t at a r.ta which will vary froa calandar y.ar to c.landar ya.r with that rata
announcad by the PA Depart.ant of Ravanue. Tha .ppllCabla Intara.t r.ta. for I'll through 1991 ar'l
!!!! Intatast Rata Dally Inter..t Factor !!!r Int.rast Rata Dally Int.rast Factor
1912 10:< .000541 1987 9X .000247
1985 I'X .Dause 1918-1991 1U .OOD1DI
1914 IlX .0D05al 1992 9X .ODa247
1915 UX .0005S6 1995-199,. 7X .DOOI'Z
1916 I'X .000l74 1995'I99a 9X .DOOZ47
ulntar..t Is calculated .. followlI
INTERESr = BALANCE OF TAX UNPAID X NUNBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
..Any Notice IlIued aft.r the tn bacoa.. delinquent will refl.ct an Int.rut calcul.tlon to flftl.n (1S) days
beyond the data 0' the .......ant. I' payeant I. aada aft.r the Int.r..t coaputatlon data .hown on tha
Notice, ~ltlonal Int.ra.t au.t be calculatad.
1~/-1,f--7
CoM~~NWEALTH OF PENNSYLVANIA
DEPA~TH~HT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLoSINo LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
{
~*
HOTEl To insure proper credit to ~our account, subMit the upper portion of this for. with your tax pay.ent.
ESTATE OF MAGUIRE
EVEL YN
Z FILE No.21 96-1036
BUREAU OF INDIVIDUAL TAMES
IHlllAIJANet lAX IlIVISIOpt
DUll. "lObO I
tlARAISlURG. IIA 111:8.01101
ALAN B RHINEHART
DAUPHIN DEP BK & TR CD
8 W HIGH ST
CARLISLE PA 17013
'If 11111." lU.'"
05-11-98
MAGUIRE
12-08-96
21 96-1036
CUMBERLAND
202
EVEL YN Z
A"Dunt R.Mitt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
Rifv:jjJ;-Ex--AFP--Coj:-9jj-----.-.-No-iicif-oF--oETifRHIN-ATlo-N-Aiio-AllsESS.HENy-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
ACN 202
DATE 05-11-98
73,004.0B
68,784.88
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvanie Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7. Additional Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
68.784.88
4,219.20
4.219.20
AMOUNT PAID
.00
TOTAL TAX CREDIT .00
,BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER TNIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS TNAN $1, NO PAYHENT IS REQUIRED
FOR tALCULATlON OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLEtTED AS A "CREDIT" ICRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
~ -. .' ~.
f?~ ~ :0
:1 :. :On'
(r (Il ()
I --, (')
$ " .;::
-<
-
( N
c :b
:;-.
C- o in
~~ (..j 0
-
-
PURPOSE OF
HonCE:
To fulfill the r.qulr...nt. of S.ctlon ll~5 (b) of the Inh.rltanc. .nd E.t.t. TaM Act, Act II of 1995. (7l P.S.
S.ctlon 91~5).
PAYHEHT:
D.tach tho top portion of thl. Notlc. and .ub.lt with your pay..nt to the Regl.t.r of Will. prlnt.d on the
revar.. .Id..
aa "ake check or .onay ordar p.yabl. to: REGISTER OF MILLS, AGENT.
REFUND (CA): A r.fund of . t.M cr.dlt .ay b. r.qua.t.d by co.pletlng an ~Appllcatlon for A.fund of P.nn,ylvanla
Inherltanc. and E.tate Ta.~ (REV-I!I!). Application. ar. available at the Offlc. of the Ragl.tar of Will.,
any of the Zl A.v.nu. Di.trlct Offlca. or fro. the Depart..nt.. Z4-hour an.warlng ..rvlce nuab.r. for for.. ord.rlng:
In P.nn'Ylvanla 1.800-162-Z050, out.ld. P.nn'Ylvanla and within local Harrl.burg ar.a (717) 787-809~,
TDDI (717) 77Z-Z25Z (H.aring Iapalr.d Only).
OIJECTIONSI Any party In Int.r..t not .atl.fl.d with the a.......nt of taM a. .hown on this notice .ay Object within
.IMty (60) day. of r.celpt of thl. Hotlce by:
-.writt.n prot..t to the PA Depart.ant of A.v.nu., Board of APP..I., D.Pt. Z810ZI, Harrl.burg, PA 17121-IOZI, OR
.-.I.ctlng to have the .att.r d.t.r.lnad at .udlt of the p.r.onal r.pr..antatlv., OR
--appeal to tho Orphan.' Court
AD"IN.
ISTAAJIVE
CORRECTIONSr F.ctual .rror. dl.cov.r.d on thl. a..a...ent .hould b. addre...d In writing to: PA Dep.rt.ent of R.venu..
Bureau of Individual T...., ATTH: Po.t A.......nt R.vl.w Unit. Dapt. Z80601, Harrl.burg. PA 17IZ4-0601,
Phon. (717) 747-6505. S.. p.ga 5 of the bookl.t "In.tructlon. for Inh.rlt.nc. T.. Raturn for. A..ldent
D.c.d.nt~ (REV-1501) for an ..plan.tlon of .d.lnl.tr.tlv.ly correctabl. .rror..
PENAL TV:
The ISX taM .an..ty non-partlclp.tlon pen.lty I. coaput.d on the tot.1 of the ta. and Inter..t .......d, and not
paid b.for. J.nu.ry 18, 1996, the flr.t d.y .ft.r the .nd of the t.. .en..ty p.rlod. Thl. non-p.rtlclp.tlon
p.n.lty I. appaal.bl. In the .... ..nn.r and In the the .... tl.. parlod .. YOU would .ppaal the ta. and Int.r..t
th.t h.. b.en .......d a. Indlc.tld on thl. not Ie..
INTEREST:
Additional Plnn'Ylv.nl. E.tatl ra. .......d a. a r..ult of a Change on the red.ral E.t.t. T.. clo.lng
I.ttlr b.coe.. d.llnqu.nt .t the ..plratlon of on. (I) .onth fro. the d.t. the final notlc. of tho Incr....
in F.dar.1 E.tat. Ta. I. rec.iv.d.
T.... which b.ca.. d.llnquent b.for. January I, 1982 b..r Inter..t at the r.t. of .1. (6X) p.rc.nt p.r annu.
calcul.t.d at a dally rat. of .000164. All t.... which b.ca.a d.llnqulnt on or .f~.r Janu.ry I, 1982 will b.ar
Intlre.t .t . rat. which will vary froe c.l.ndar y..r to cal.nd.r y.ar with that rat. announc.d by thl P,
D.p.rt..nt of A.v.nu.. Th. .ppllcabl. Int.r..t rat.. for 198Z through 1998 .r.:
~ Int.r..t A.t. Dally Inter..t f.ctor ~ Int.r..t Rat. D.lly Int.r..t factor
194Z zax .000548 1987 .~ .000Z47
19U l'~ .000418 1988-1991 II> .000301
1984 11;( .000101 1992 .~ .DOOZ47
1985 UX .000356 1993-1994 7~ .00Dln
1986 lOX .OOOZ14 1995-199a .~ .GOOZ'"
--Inhr..t Is calculat.d ao 'ollow.:
INrEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notle. Is.ued .,t.r the taM b.co... dellnquant will r.flact an Inter..t calculation to fifteen liS) day.
beyond the data of the a"."..nt. If pay..nt I. ..d. .ft.r the Int.r..t co~t.tlon data .hown on the
Notle., .ddltlonal Int.r..t au.t b. c.lculat.d.
11.",-. FIY- l
COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*'
It,.,1I II "'.11''''
05-04-98
MAGUIRE
12'08'96
21 96-1036
CUMBERLAND
201
EVELYN
z
BUREAU OF INDIVIDUAL TAXES
IHIlr.RIIAHC[ fAX DIVISION
DIP'. :.ObOI
tIARRISBURC, Pi 1I11a'ObOI
ALAN B RHINEHART
DAUPHIN DEP BK 8
8 W HIGH ST .
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
AMount R..itt.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
ESTATE OF MAGUIRE
EVEL YN
Z FILE NO.21 96-1036
TR CO
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To Insure proper credit to your account, subMit the upper portion of this for. with your tax payn.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ......
Rifv:48i--Ex--AFP--{Oj:-97i-----.-.-NiificE--oF--DETifRHIiiATIo-N-AN-D-A!lSESS-HENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE TAX DETERMINATION
1. Credit For state Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessad
(Excluding Discount and/or Interest)
ACN 201
DATE 05-04-98
73.004.08
68.784.88
.00
68,784.88
4,219.20
TAX CREDITS:
PAYMENT
DATE
09-08-97
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
4,219.20
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,219.20
.00
.00
.00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE elF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" etRl, YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.l
3. Inheritance Tax Assassed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assassad
5. Pennsylvania Estate Tax Due
RECEIPT
NUMBER
AA242216
o~
~
N
fL
o
",
a:
." Ll..
.. ""
~&
\. '.,
U l:.i
00:
a:
~
u
.-: \.:::
.:.!!::i
r
I
,
,:
-j'
PURPOSE Of'
NOTlCEI
To 'ulflll the requlr..ent. 0' Sactlon ll~5 Cb) of the Inherltancl and E,t.t. Ta. Act, Act 21 of 1995.
(12 P,S. Sactlon '1~5J.
PAYMENTs
D,tach the top portion of thl, Hotlce ~ lubelt with your ply..nt to thl RaOI,t,r of Willi prlntad on the
tavlt.. lid..
u "ah chack or Bonn order payabl. tal REGISTER OF MILLS, AGENT.
REfUND (eA) I
, r.fund of . t.. crad!t ..y ba r.que.ted by co.platlng an RAppllcatlon for R.fund of Pannsvlvanl,
Inheritance and E.tet, Tlx" (REV-Ill]). applIcation. .r. IVIllabl, at thl OffiCI of thl Alal,tar of Willi,
any of thl 23 Rav.nua DistrIct Offlc., or fro. thl Dlp.rtaant's 24-hour answerIng ..rvlel ~.r. for for.. ordering.
In penn.vlvanla l-aOD-J6Z-ZDSD, out, Ida Pannsvlvanla and within lOCal Harrisburg .t.. (711) 787.8094,
TOO' (717) 172-2252 (H.arlng I.palr.d Only).
OIJECTIOHS~ Any p.rty In Int.r.,t not I.tl.fl.d with the .,.....ent of t.x .. shown on thl. notice .ay abj.ct within
.Ixty (60J d.y. of r.c.lpt of thl. Natlc. by:
....wrltten protut to the PA D.part.."t of A.v.nu., laard of App..ls, D.pt. 281021, Harrhburg, PA 17128-1021, OR
....l.cting to have the ..tt.r d.t.r.IMd .t eud1t of the p.r.onal repr..entetlv., OR
--.pp..l to the Orphan.' Court.
ADMIN-
ISTAATIVE
CORRECTIONS: F.ctu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing to~ PA Dep.rt.ent of Aevanue,
lur.au of Individual Tax.., ATTNt Po.t A.......nt A.vlew unit, D.pt. Z10601, H.rrl.burg, Pi 17IZI-0601,
Phone (717) 787-650S. S.. page S of the bookl.t "In.tructlon. for Inherltanc. Tax A.turn for. Re.ldent
Deced.nt" (REV-lS01) for en .xplanatlon of .c.lnl.tr.tlv.ly corr.ctabl. .rror..
PENALTY:
Th. ISX t.x a.ne.ty non.p.rtlclp.tlon p.nalty I. co~t.d on the tot.l 0' the tax and Int.r..t ......ed, end not
p.ld b.fore January 18, 1996, the flr.t day .ft.r the end of the tax .en..ty p.rlod. Thl. non-participation
p.nalty I. .pp.al.bl. In the .... .ann.r and In the the .... tl.. p.rlod .. you would .pp..l the tax end lnt.r..t
th.t ha. b.en .......d a. lndlc.ted on thl. notIce,
I
il
Ii
INTEAEST ~
For d.t.. of de.th on or .,ter 10-]-91, Penn.ylvanl. E.tat. Tax ba.ed on the Fed.ral E.t.t. Tax
return beco.e. delinquent .t the expIratIon of nln. (09. .onth. fro. the d.t. of d..th.
For d.t.. 0' d..th prior to 10-]-91, penn.ylvanla E.tat. T.x bl..d on the F.deral E.t.t. T.. r.turn
b.co... d.llnqu.nt .t the expIratIon of .Ight.en (18) eanth. froe the d.t. 0' d.ath.
T.... whIch b.c... d.llnquent b.for. Janu.ry 1, 198Z b.ar Int.r..t at the r.t. of .Ix (6X) p.rcent p.r annue
c.lcul.t.d .t . d.lly r.t. of .000164. All t.x.. whIch b.c... d.llnquent on or .ft.r Janu.ry I, 1912 wIll b..r
Int.r..t .t . r.t. which wIll v.ry fro. cal.nd.r y..r to cal.nd.r y..r with that rat. announced by the Pi
D.p.rt.."t of Rev.~. The .ppllcabl. Int.r..t r.t.. far 1911 through 1998 .r.t
Y.ar Int.r..t Aat. D.Uy Int.rut Factor Y.ar Int.rut Rate Dally Int.rut Fector
198Z ZOX .DOOS48 1'.7 'X .OOOZU
1985 lOX .000451 1911-1991 llX .000501
191" llX .000501 199Z 9X .000Z47
IUS ISX .000556 199]-199" 7X .000192
1916 lOX ,OOOZ74 1995-1991 9X .DOOZ47
--Intn..t Is c.lcul.ted .. fol1ow'~
INTEREST = BALANCE OF TAX UNPAID X NU"8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotIce I..ued .'t.r the t.x b.coe.. d.llnquent will r.flact an Int.r..t c.lcul.tlon to 'I't.en (15) day.
b.yond the date 0' the ........nt. I' pay.ent I. ..d. a,t.r the Int.r..t co~t.tlon d.t. .hown on the
Notlc., addItional Inter..t au.t be calculated.
CAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS/PRINCIPAL
Cain Loss
1996.12-27 176 shares AT&T Corp.
Net Proceeds 6,916.56
Fid. Acq. Value 6,814.50 102.06 0.00
1996-12-27 68 shares Bell Atlantic
Corporation
Net Proceeds 4,253.25
Fid. Acq. Value 4,109.75 143.50 0.00
1996-12-27 1,053 shares Baltimore Cas &
Electric
Net Proceeds 27,556.08
Fid. Acq. Value 28,069.03 0.00 512.95
1996-12-27 130 shares Corestates
Financial Corporation
Net Proceeds 6,912.51
Fid. Acq. Value 6,658.44 254.07 0.00
1996-12,27 400 shares Carpenter
Technology Corp.
Net Proceeds 14,119.52
Fid. Acq. Value 14,350.00 0.00 230.48
1996-12-27 200 shares Dial Corporation
Net Proceeds 2,734.90
Fld. Acq. Value 2,856.25 0.00 121. 35
1996-12-27 1,178 shares Dauphin Deposit
Corp.
Net Proceeds 37,107.00
Fld. Acq. Value 37,843.25 0.00 736.25
1996-12-27 10 shares Furniture Brands
Intl
Net Proceeds 52.00
Fid. Acq. Value 1.00 51. 00 0.00
-4-
1996-12-27 265 shares General Electric
Go.
Net Procaeds 27,108.59
Fid. Acq. Veluo 25,945.16 1,163.43 0.00
1996-12-27 104 shares General Motors
Corp.
Net Proceeds 5,725.00
Fid. Acq. Value 5,989.75 0.00 264.75
1996-12-27 200 shares International Paper
Co.
Net Proceeds 7,959.73
Fid. Acq. Value 8,281. 25 0.00 321.52
1996-12-27 57 shares Lucent Technologies
Inc.
Net Proceeds 2,676.06
Fid. Acq. Value 2,791. 22 0.00 115.16
1996-12-27 320 shares Mobil Corp.
Net Proceeds 39,814.67
Fid. Acq. Value 38,620.00 1,194.67 0.00
1996-12-27 480 shares Pfizer Inc. I
j
I
Net Proceeds 40,582.64 I
Fid. Acq. Value 39,570.00 1,012.64 0.00 I
I
i
I
1996-12-27 349 shares Potomac Electric I
!
Power Company I
Net Proceeds 8,654.90 1
j
Fid. Acq. Value 8,626.84 28.06 0.00 i
I
I
I
1996-12-27 103 shares Union Pacific I
Corporation
Net Proceeds 6,159.19
Fid. Acq. Value 5,919.28 239.91 0.00
-5-
1996-12-27 87 shares Union Pacific
Resources
Net Proceeds 2,496.81
Fld. Acq. Value 2,517.56 0.00 20.75
1996-12-27 200 shares Viad Corporation
Net Proceeds 3,184.89
Fld. Acq. Value 2,981.25 203.64 0.00
1996-12-27 378 shares Weis Markets Inc.
Net Proceeds 12,019.99
Fid. Acq. Value 12,367.69 0.00 347.70
1997-01-03 16,282.17 shares Delaware
Group Equity Funds I
Net Proceeds 325,969.04
Fld. Acq. Value 359,998.78 0.00 34,029.74
Total Gains and Losses/Principal
Less Loss
4,392.98
36,700.65
36,700.65
Nee Loss
(32,307.67)
-6-
Admlnistration Expenses:
1996.12-16 Cumberland County Register of
Wills - Filing and Recordlng
Fees
897.00
1996.12-30 Cumberland Law Journal - Cost
of Advertlsing and Proof of
Publication
60.00
1996.12-31 PA Department of Revenue -
1996 4th Quarter Employer
Withholding Tax
157.92
1996-12-31 Pa Unemployment Compensation
Fund . 1996 4th Quarter
Umemp10yment Compensation
1.69
1997-01-08 Bell Atlantic, PA - Telephone
Expense
8.29
1997-01-08 Mellon Bank Corp.
Replacement Key for Safe
Deposit Box
12.00
1997-01-10 Internal Revenue Service -
1996 4th Quarter Estimated
Personal Income Tax
1,550.00
1997-01-28 Patriot News Company - Cost of
Advertising and Proof of
Publication
194.80
1997-02-12 Dauphin Deposit Bank and Trust
Company - Wire Charge
13.00
1997-03-27 PA Department of Revenue
1996 Fiduciary Income Tax
34.00
1997-04-14 Internal Revenue Service -
1996 Personal Income Tax
13.00
1997-04-14 PA Department of Revenue -
1996 Personal Income Tax
451. 00
1997-05-12 Cumberland County Register of
Wills - Cost of Filing First
and Final Account for the
Evelyn Z. Maguire Trust under
Agreement
197.00
1997-05-13 Boyer and Ritter CPA - 1996
Federal and State Individual
Income Tax Returns for Evelyn
Maguire
650.00
-8-
Family Exemption:
1996-12-20 Mary Ann Maguire - Family
Exemption
3,500.00
3,500.00
----.-....--...
.................-..
Total Disbursements of Principal
531,558.58
-10-
RECEIPTS OF INCOME
Dividends:
1997.01-10 Capitol Bus Co. A Series 27.28
1997-01.17 Union Pacific Corporation 44.29
1997-01.17 Union Pacific Resources 4.35
1997.01-27 Dauphin Deposit Corp. 353.40
1997-01-27 Delaware Group Equity Funds I 3,744.90
1997-02-12 Capitol Bus Co. A Series 27.28
1997-03-07 Capitol Bus Co. A Series 24.64
1997-04-09 Capitol Bus Co. A Series 27.28
1997-05-08 Capitol Bus Co. A Series 27.90
1997-06-10 Capitol Bus Co. A Series 27.90
1997-07-10 Capitol Bus Co. A Series 27.00
.
1997-08-08 Capitol Bus Co. A Series 27.90
1997-09-08 Capitol Bus Co. A Series 27.90
1997-10-08 Capitol Bus Co. A Series 27.00
1997-12-09 Capitol Bus Co. A Series 27.90
1997-12-09 Capitol Bus Co. A Series 27.00
1998-01-09 Capitol Bus Co. A Series 27.90
1998-02-13 Capitol Bus Co. A Series 27.90
1998-03-09 Capitol Bus Co. A Series 25.20
1998-04-13 Capitol Bus Co. A Series 27.90
-......---------- 4,582.82
Interest:
1997-01-06 Capital Reserve Account 510.09
1997-01-l6 Fulton Bank 142.85
1997-01-l7 Federated PA Municipal Cash 0.23
Trust Fund
1997-01-l7 Municipal Bond Fund 1,490.62
-13-
1997-01-17 Mellon Bank Corp. Interest 0.81
"
Ii Earned after Date of Death on
I CIA 0112.110-1982
II
1997-01-17 Navigator Fund 5.86
1997-02-03 Capital Reserve Account 3,660.42
1997-02-11 Evelyn Maguire Trust - Final 540.91
Interest
1997-03-04 Capital Reserve Account 4,487.73
1997-03-04 PNC Bank Money Market Account 94.50
#5030115709 - Interest earned
after Date of Death
1997-03-14 Ne~ York Life Insurance Co. _ 89.16
Interest earned after Date of
Death
1997-04-03 Capital Reserve Account 4,689.06
1997-05-05 Capital Reserve Account 4,534.72
1997-06-05 Capital Reserve Account 4,579.42
1997-06-27 Federated PA Municipal Cash 52.45
Trust Fund
1997-07-03 Capital Reserve Account 4,771.86
1997-08-01 Capital Reserve Account 4,776.65
1997-09-03 Capital Reserve Account 4,487.60
1997-10-02 Capital Reserve Account 3,139.47
1997-11-03 Capital Reserve Account 1,564.07
1997-12-02 Capital Reserve Account 619.53
1997-12-31 Capital Reserve Account 732.03
1998-02-02 Capital Reserve Account 693.00
1998-02-02 Capital Reserve Account 2.76
1998-03-02 Capital Reserve Account 616.33
1998-03-02 Capital Reserve Account 2.34
1998-04-02 Capital Reserve Account 679.35
1998-04-02 Capital Reserve Account 2.25
-14-
":"""-~' .... ~ H....___.._ -='-'X~"'-""": ~.\~.; ,~...
1998-05-01 Capital Reserve Account 657.32
1998-05-01 Cepital Reserve Account 2.25
.............. 47,625.64
Other:
1997-01-17 Common Stock Collective 5.49
Investment Fund
1997-01-27 Delaware Group Equity Funds . 31,261.77
Long Term Capital Gains Dividend
on 16,282.17 shares ______a..__... 31,267.26
---.--...-----
Total Receipts of Income 83,475.72
-15-
DISBURSEMEtlTS OF INCOME
1997-02-21 Dauphin Deposit Bank and Trust
Co. - Commission
184.39
1997.03-21 Dauphin Deposit Bank and Trust
Co. . Commission
234.80
1997-04.22 Dauphin Deposit Bank and Trust
Co. - Commission
235.82
1997-05-21 Dauphin Deposit Bank and Trust
Co. - Commission
228.13
1997-06-23 Dauphin Deposit Bank and Trust
Co. - Commission
230.37
1997-07-22 Dauphin Deposit Bank and Trust
Co. - Commission
239.94
1997-08-21 Dauphin Deposit Bank and Trust
Co. - Commission
240.23
1997-09-23 Dauphin Deposit Bank and Trust
Co. - Commission
225.78
-
1997-10-21 Dauphin Deposit Bank and Trust
Co. - Commission
158.32
1997-11-21 Dauphin Deposit Bank and Trust
Co. . Commission
78.20
1997-12-23 Dauphin Deposit Bank and Trust
Co. - Commission
33.72
Reserves:
Dauphin Deposit Bank and Trust 2,084.08
Co. - Commission ------------_
4,173.78
Total Disbursements of Income
4,173.78
-16-
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
1997-01-30 Carolyn M. Kerr - Income 11,250.00
Distribution
1997-01-30 Janet K. Hess - Income 11,250.00
Distribution
1997-01-30 Mary Ann Maguire - Income 11,250.00
Distribution
1997-02-28 Carolyn M. Kerr - Income 2,628.45
Distribution
1997-02-28 Janet K. Hess - Income 2,628.46
Distribution
1997-02-28 Mary Ann Maguire - Income 2,629.25
Distribution
1997-03-28 Carolyn M. Kerr - Income 1,486.93
Distribution
1997-03-28 Janet K. Hess . Income 1,486.93
Distribution
1997-03-28 Mary Ann Maguire - Income 1,487.37
Distribution
1997-04-28 Carolyn M. Kerr - Income 1,493.35
Distribution
1997-04-28 Janet K. Hess - Income 1,493.36
Distribution
1997-04-28 Mary Ann Maguire - Income 1,493.81
Distribution
1997-05-28 Carolyn M. Kerr - Income 1,444.68
Distribution
1997-05-28 Janet K. Hess - Income 1,444.69
Distribution
1997-05-28 Mary Ann Maguire - Income 1,445.12
Distribution
1997-06-30 Carolyn M. Kerr - Income 1,476.32
Distribution
1997-06-30 Janet K. Hess - Income 1,476.32
Distribution
1997-06-30 Mary Ann Maguire - Income 1,476.76
Distribution
-17-
1997-07-28 Carolyn M. Korr - Incomo 1,519.49
Dlstribution
1997.07.28 Janot K. Hess - Income 1,519.49
Distribution
1997-07.28 Mary Ann Maguiro - Incomo 1,519.94
Distribution
1997-08-28 Carolyn M. Kerr . Income 1,521.29
Distribution
1997-08-28 Janet K. Hess - Income 1,521.29
Distribution
1997-08.28 Mary Ann Maguire - Income 1,521. 74
Distribution
1997-09-29 Carolyn M. Kerr - Income 1,429.77
Distribution
1997-09-29 Janet K. Hess - Income 1,429.76
Distribution
1997-09-29 Mary Ann Maguire - Income 1,430.19
Distribution
1997-10-28 Carolyn M. Kerr - Income 1,002.61
Distribution
1997-10-28 Janet K. Hess - Income 1,002.62
Distribution
1997-10-28 Mary Ann Maguire - Income 1,002.92
Distribution
1997-11-28 Carolyn M. Kerr - Income 495.24
Distribution
1997-11-28 Janet K. Hess - Income 495.24
Distribution
1997-11-28 Mary Ann Maguire - Income 495.39
Distribution
1997-12-29 Carolyn M. Kerr - Income 213.55
Distribution
1997-12-29 Janet K. Hess - Income 213.55
Distribution
1997-12-29 Mary Ann Maguire - Income 213.61
Distribution
1998-01-28 Carolyn M. Kerr Income 252.84
Distribution
-18-
1998-01-28 Janot K. Hoss . Income 252.85
Distribution
1998-01-28 Mary Ann Maguire . Income 252.84
Distribution
1998-02-28 Carolyn M. Kerr . Income 229.16
Distribution
1998.02-28 Janet K. Hess . Income 229.15
Distribution
1998.02-28 Mary Ann Maguire - Income 229.16
Distribution
1998-03-30 Carolyn M. Kerr . Income 203.89
Distribution
1998-03-30 Janet K. Hess . Income 203.89
Distribution
1998-03-30 Mary Ann Maguire - Income 203.89
Distribution
1998-04-28 Carolyn M. Kerr . Income 224.67
Distdbution
1998-04-28 Janet K. Hess . Income 224.68
Distribution
1998-04-28 Mary Ann Maguire - Income 224.67
Distribution --...---..-...----
Total Distributions of Income
-19-
80 .621.18
80.621.18
AFFIDAVIT
Dauphin Deposlt Bank end Trust Company and Mary Ann Magulro,
Co_Executors under the Last Wl11 and TestamOnt of EVELYN Z. MACUIRE,
deceased, hereby declaros under oath that they have fully and falthfully
discharged the duties of their offlce; that the foregolng Account le
true and correct and fully discloses all significant transactions
occurring during the accounting period; that all known claims agalnSt
the Estate have been paid in full; that, to their knowledge, there ere
no claims now outstanding against the Estate; that all taxes presently
due from the Estate have been paid; and that more than four months have
elapsed since the first complete advertisement of the granting of
letters in this Estate.
ct2!:~ R ~5(lIlOP. viet Pr.ESIO[NT
Dauphin Deposit Bank and Trust Company
f1t L--- ~
Mary ~aguire
Subscribed and sworn to by
f!r"_d.J ",. ~"Ik~~ ;;""
nf~"1 II".. m..'....-
before me this /~;Il day
day of ht 7 ' 199L
Lb-f!At
Nolarial Seal
Shelda W Yantz. Notary Public
Carlisle Bore. Cumberlilnd County
My CommIssion EllntH's Qel -1. 1~lqlJ
-23-
J
t:J
~
r~
~
~
"
,.
L^ST WILL AHD T~ST^H~HT
OF
EYELYH Z. "^GDIHE
..
I, EVELYN Z, MAGUIRE, of lIarriaburg, Dauphin County,
Pounsylvania, boing of sound mind, mcmor\' and undorstanding,
do horoby make and publish thlo my Last Will and Tosta.,ont,
horoby revokiny all Wills and COdicH. at anytime by me
horotoforo modo
FIRST,
I diroct that all my just debts aad funeral
oxponsos, including my grove marker, shall bo paid from my
estate, as SOon 4S may be cOllvanicnt ollar my deceaso.
BECONO,
I horeby givo, dovise and bequeath to my
allughtor, MAIW ANII MAGUIRE, my premises at 2402 Dollevuo. Road,
IIArdsburg, Pennsylvania,
Till 1\0,
All of tho rost, residue and remainder of my
ost"te, rent, personal and mixed, of whatsoevor nature and
wheresoever Situate, 1 '.Jive, duvise and bCIJUOlllh to my thrcu
dAughters, lIMY AIIII IIAGUIRE, CAR!lLYII ELIZADETII KERR, and
JAIIET KJlTIILEEII IIESS, shore and sharo alike.
Should Any of my said dauyhtors predeceaso mo, leaviag
!ssuo surviving at tho time of my do"t1I, 1 diroct that Lhe
share of such deceasod daughter he distrIbuted to said issuo
in equal shares. For this purpose, I appoint DAUPIIIII DEPOSIT
BAliK , TRUST COMPAIIY as Tostameatary Guardian for such issue
who may be minors
Should any of my three daughters predecease me without
issue, I dlroct that sharo of such deceased daughter shall bo
distributed in equal parts to the surviving daughtors or tholr
d....,j.;..:':"'f": ,,','::_).",
"
COHHONWElII,"1I 01' Pt:llN9YINIINIII
COUNTY or OIlUI'IIIN
ss
I, EVELYII Z. HIIGUllm, Testntrix, whose name is
signed to tho attachod and (otl!lJolnq Innlrumont:, hovinq boon
duly <lualif1ed according to Inw, do heruhy acknowlodge that
1 s1gndd and exocuted the instrument an my ',ant Wi 11 and Testa-
mont, that 1 signed it willingly, nnd that 1 nigaed it as my
free and voluntary act: for tho (lur(lonon lhuroln oxproonod.
~ ,7}1. .
-IWt:r,YII Z~U1RE ~
Swo~n to and suhscrlhed
beforo me this / S r day
at ,4~IfIL.
, 19B6.
.~
~ilC
My Commhsion Expires. J ..).).11
JOSlPH J. WU,!U. Hol.ry Pllblla
Ilm'dXIf\1. O.urh1n (0.. P,.
M, CDlM'ilulon bplr.. fib. 21. 1988
-)-
COHHOIIWEJlLTII ot. I't:NWIYI.vAlII A
COUNTY or DAUI'lIltl
Wo V.:r EfW
CtJ D!ifl
RIHI
/.IM/jy w. E71€&.
tho witnoBOOH wilanD nRmoo lno uJcJl10d tu tho altachod am! foro-
going illstrument, boing duly 'Iuall ricd .,000<<1111\1 to law, do
deposo and Bay that wo wero (Jt"uuunt RIIII Haw Tostatrix oil)O
And oxocuted m hor Loot Will cuul Toull1mul1l, that Tostatrix
signod And execute tho illutrurnunL an hur I..tsl will and TostamuuL
willingly, alld that Tootatrix axoeulod It aD hor froe alld volun-
tary oct for the purl'oooo thorelll expressod, that each of uo ill
tho hearing alld sight of the '1'1I"latrlx ul\lned tho Will aD wlt-
nespes and that to tho best or our kllowledge, the "ostatrix W.1S
at tho time eightoon or moro years or a\lO, or soulld mind aad
undor no conntrnint or unduo illrluollcc.
v.?-
~/../
<fOW, E::ttiA....
Sworn to and oubncribed
be foro mo thin / $ r dny
of 111',f1/...
, 1996
.~pJ~
~~~;~i"
/ly Commbaion EXl'irool ,;t,~/~/J
lonrH /. WIl~In. N,llry MIlO
II,Ufllbufg, Oluphln (0.. PI,
"''1 Cn"",,'nkln bpl"t ,tb. 21. 1P88
,.'
,
".
. ,
.J"CC\)- .
c:. ., .,- c:. ~
=_l-!fUt'Cm
JC.:g-E'!j
$ i~ i i 1
ii~si!R'
'S'i ?:si).~
l!'~i5!iiSl
ellj.~~:;
I~~c~!
~iol~i
gill 8.~
il~1!~'=
liejol
!!l~ i.~.c;
~.!:lIOE:iZ
'fi~2iso
8Gl:l....~i
>.c 0 C ~ 0 C
,D..c.J.2Ccu...
(l)oGJtJCUE~O
... s::. Q.I ow...
CD~ ....-.coJ:..-
s::.co.o_oClJ
_m....Cu~J:.
RecortiCd l)lilCG 01
RllO\c!lJI ul Wills
... r 1,.1.... - W I..
t: QJ Co: 0 t: >...
~.f:..ce~1!
., $ c: Gl'- ;:.
lii8.gE-52a
.... CD CO (I) ....y .8
ii.~! l~i8
o"lj ~.8 s
lt~s(ll.~ :5
~esl!!siil 'i
-=.a8'~C:2 'i
OGlGli6~ :l -g
.8~5i'Oli! ~
gi2liJ~i :l
c:..il,~"C:Gl ~
.Egc~!gii t:
~'S i~ g8..5 ~
~,o~~'s"i m
~.~.8;:~~s Ul
\i~1~i5 ~'~~j
Ufl)CDUJ,,>m~_
~g,E.!!!GlGlE'"
GlO"Ol~O.-1(>
~...UJ.ca."'.!2CDQ.
mD..cu....o,oUc:8
J:._~_...&::......
_O....Gtl..;UCO<C
'9B I1~Y 15 P12 :33
ClerK' I. " Courl
CulTlbGl !", 'J ,:(J,. PA
:z: '"
~ 0 ., ~
0 H ...
~ \:l E-<
~~. ~ p ~
H '"
H
0-1< G 0 ~' ~i
~'" ~tJ ;i. tJ
~ en
H
o . \0 ",a Q
I~ '" N
0 :;J ~
.... E-< .~ ~ ~~
I ~~iS~ :Z:"d~
0 \0 Hr::S
~tJ 0'0 ~ .. :E.~
0 .... "'~~ [;l
~~ N ~ O~ ~
QO :I:
. tJ ~ tJ 8
0 :z: 0 E-< en
:z: HE-<
:I: en ~ en [;l
e~ ~li! ~ 0::
H en
<E-< E-< ~ 0 a
Q en '" "
~ g .. :
~ >>
'" '" 0-
"
D Dauphin Deposit Bank
. axl Trust C6mpa1y
.
:r-
.
.'
S1'ATIJS rH~POH'(' UrlDEIl HlJLE G. 12
Name of Decedentr
EVi'IYIl 'I,. ~111.~1IIr"
Date of Death:
I.' /Il/""
Will No.
Admin. No. I 99f>-0I03()
Pursuant to Ilul~ 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of thl! illJ'JVO-cllptloned estate:
1. State whether administration of the estate is complete:
YesX No
--- --
2, If thl! anHwur Is No, state when the personal
representative reasonably boiieves that the administration will be
complete:
3. If the ,lnllwer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account wi th the Court 7 Yes X No
b. The separate Orphans' Court No. (if any) for
the personal represontative's account is:
c. Did the personal representative state an
account informally to the parties 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.
Ilallph III Ill! t !lank t Camp allY . Co-Exec
Date: 12/11,/')1\
Hy:
Thomas W. Walker for Dauphin Deposit Bank
Na~~" i'n~~~'~m'ty~e or print)
II \/e"t IIL~h Street. CarllHle. PA 17013
Address
(717 )240-6709
Tel. No.
Capacity: x
Personal Representative
Counsel for personal
representative
(MAil r rm r / AM))