HomeMy WebLinkAbout96-01061
.
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Da'\l1ffiIl'l Cumberland
The Petltloner(s) above.namad swearlsl and a"'rm(s) that the stalements In the foregoing Petition are true anc
correct to the belt of the knowledge and belief of Petltlonerls) and that, as personal representatlve!l) of the Decedent,
Pel'lionerlsl will well and truly adm'nlstor the astate according to law."
Sworn to and affirmed and subscribed ":10/ .
before me this
11 tit
day of
Stephen C~ ~ti nand .
Assistant Vice Presldnet
NeIlan Bank, Nil
19-2.6
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Estate of W" r rpn II. Co Id ren
DECREE OF REGISTER
also known as
Deceased
21-96-1061
No.
Socia; Security No: t 61-12-5787
Date of Death: November 20, 1996
AND NOW, December::4 . 19~. In consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters fD Testamentary 0 of Administration
are hereby granted to Mellon Bank, Nil, Executor
... ........0:., __.. .... _....-.-..........._...
in the above estate and that the instrument/51, if any, dated ......DP.r.mrbp.r 22. 1971
described In the Petition be admitted to probate and filed of rucord 6S the last Will of Decedent.
FEES
Letters........................... $
Short Certificatelsl........:.O $
Renunciation.................. $
$
$
$
$
$
$
Affidavit ( ).................
Extra Pages 12 )............
Codicil..........................
JCP Fee........................
Inventorv & Tax Forms...
Other..... .............. _.. ......
TOTAL................ $
235.00
SIA' 1 #' ~
' H1A!f C. 1~~4~. ~-<t'/ 4'4-
Argl,t., 01 Will. t7
30.00
6.00
5.00
Richard W. Stevenson
Attorney: ~IcNees, \~a llace & Nurick
1.0. No: 07120
Address: P.o. Box 1166
""rr;shnro. PII 17108-1166
Telephone: 717-237-5208
DATE FILED: December lt,
MINANII,AVP ON DEC[}lBER 21,1996
276.00
1lII-7.
MIIILED LE11'ERS IIND ORDER m
MELIDN BlINK Nil C/O STEPHEN c.
1996
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COIlllOHWEAl.TH 0' 'lHIIIYUWlIA' DEIWlTIIDlT 01' HEAl.TH . VITAL R!COIlDI
CERTIFICATE OF DEATH
(Coroner)
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,November 19,1996
Lllale
Coldren
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(Wtl21)T"..........Klchael L. Norris, Coroner
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21-96-1061
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3lia~t lUiU aUll illl'~;tallttltt
OF
WARREN \I. COLDREN
I, WARREN H. COLDREN, of Lower Allen Township, cumberland county
pennsylvania, declare this to be my Last Will, hereby revoking all
prior wills and codicils.
ITEM I. I direct that all my just debts, any expenses that may
have resulted from my last illness, and my funeral expenses shall be
paid from my estate as soon as practicable after my decease.
ITEM II. I give and bequeath to my wife, E. CAROLYN COLDREN,
all the personal property, exclusive of cash money, securities, bonds
and similar liquid assets, that I own at the time of my death. If my
wife, E. carolyn coldren, does not survive me, then I give and
bequeath the aforesaid personal property to my children in equal
shares, per stirpes.
ITEM III. I give, devise and bequeath all of the rest, residue
and remainder of my property, wherever situate and of whatever intere t,
to commonwealth National Bank, of Harrisburg, Dauphin county, pennsyl
vania, as Trustee under a Deed of Trust dated December 15, 1971 from
Warren H. coldren, as settlor, to commonwealth National Bank, as
Trustee, and I direct that said Trustee add the interests passing to
it by virtue of this testament to the corpuS of that trust to be
administered in accordance with the terms of that trust. If at the
time of my death this trust is no longer in existence, then I give,
devise and bequeath all the rest, residue and remainder of my proper ,Y,
as above, to my wife, or, if she does not survive me, to my children
in equal shares, per stirpes.
..
'.'
.'
ITEM IV. If any minor becomes a beneficiary under this Will and
if that minor's share is not subject to the terms of any trust, then
I appoint commonwealth National Dank as the guardian of the estate
of such minor. My guardian shall have power to:
(a) Receive and hold for such minor or minors all
property payable by law to a guardian appointed by my will:
(b) Invest such property and all accumulated income
without restriction to investments authorized for fiduciaries:
and
(c) use income and principal for the minor's maintenance
and education, either directly or by payment to any person
having custody of the minor and which person is undertaking
the minor's education and maintenance. payment to such a
person and receipt thereof shall be a complete acquittance
of the guardian. All unexpended principal and income shall
be paid to the minor at his majority.
said guardian may, in discharge of all duty hereunder, pay any
such minor's share deemed impractical of administration to the
person standing in place of the minor's parent or deposit it in
an interest bearing savings account in the name of the minor.
ITEM v. I appoint COMMONWEALTH NATIONAL BANK, of Harrisburg,
Dauphin county, pennsylvania, or its successor, Executor of my Will.
ITEM VI. In addition to powers given them by laW, my Executor
and any guardian acting hereunder shall have the fullest power and
authority in all matters and questions and to do all acts which I
might or could do if living, including, without limitation, complet
power and authority to invest (without restriction to investments
permitted by law), sell (at public or private sale, for cash or
credit, with or without security), mortgage, lease and dispose of
and distribute in kind, all property, real and personal, at such
times and upon such terms and conditions as they may deem advisable
- 2 -
,
.- . ,
ITEM VII. All estate, inheritance, transfer, legacy, succession
and other death taxes of any nature, payable by reason of my death,
which may be assessed or imposed upon or with respect to property
passing under this Will or property not passing under this Will,
shall be paid out of my estate as an expense of administration, and
no part of said taxes shall be apportioned or prorated to any legate
or devisee under this Will or any person owning or receiving any
property not passing under this Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~ ~ day ofDUII.,..lA.... A.D. 1971.
1/CUAO~/~
&-tl, t2A.J (SEAL)
Signed, sealed, published and declared as and for the Last Will and
Testament of Warren H. Coldren, the Testator, in our presence, who
in his presence, and in the presence of each other. and at his
request, have hereunto set our hand subscribing witnesses hereto
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21-96-1061
REGISTER OF WILLS OF COUNTY
OATH 01<' sUnSCRlUlNG WITNESS
.
~ codicil
(each) a subser~ng witness to the will prcsented herewith. (each) being duly qualified according to
law. depose(s) anll'say(s) that present and saw
'-.....
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the testa I . sign the same and that signed as a witness atLhe
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request of tesLal in h '" presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me \!tis day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF NON-SUBSCRIUING WITNESS
,I)
\ \',. ~\&"
..'\",,1', ,<o\"CI,' \ of Mellon Bank, NA
.)<, V /9 (lfe$7/N r of Harris Savinqs Bank
f
(each) a subscriber hereto. (each) being duly qualified according LO law, depose(s) and say(s) that by
canparison to ",nk sinMture canls each is familiar with the signature of Warren H. Coldren
CIldicil
will
Lesta10r
presented herewith and
~
believes the signature on the will is in the handwriLing of
of (one of the subscribing witnesses to) the
that
he/she
Warren H. Coldren
to the best of his I her knowledge and belief.
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Sworn to or affirmed and shbscribed before
"
me this \I II I day of
December 19 96
<.' y./' -..L
1J7(1~'Y: ,2. <.H.u'::!::s?J. ,Pt" ..?I(!L-,:..,{.:.ll~!-
Muff c. Lewis Register I'
(Name)
(Address)
(Name)
(Address)
. 4"_.._-~"'" -.
CERTIFICATION OF NOTtCE UNDER RUt,E ~. r, (n)
Name of Decedent: Warren II. Coldren
Date of Death: November 19, 1996
Admin. No.: 21-96-1061
Will No.:
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of
the orphans' Court Rules was served on or mailed to the following
beneficiaries of the above-captioned estate on February 6, 1997:
Address
Name
James W. coldren
P.O. BOX 163
103 E. Grand
paullina, IA 15046
Marlene Bentz
1830 R Street No. 23
Washington, DC 20009
Carolyn D. Coldren
708 Maplewood Avenue, No. 2
Takoma park, MD 21912
Notice has now been given to all
Rule 5.6(a).
Date: February 6, 1997
S gnature
Name: Richard W. Stevenson
Address: McNees, Wallace & Nurick
100 pine Street
P. O. Box 1166
lIarrisburg, PA 17108-1166
Telephone: (717) 237-5208
Capacity: Counsel for personal representative
Name(s), address (es) and telephone number(s) of all counsel:
Name: Richard W. Stevenson
Address:
McNees, Wallace
100 pine street
P. O. Box 1166
lIarrisburg, PA
& Nurick
171<\6)#66
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Telephone: (717) 237-5208
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
.u:
A/C# 307-9BN
S.C Minana, Assistant Vice President of Mellon Bank, N.A.
bein9 duly.
sworn
accordin9 to law, depo.e. and ,ay' th41 h.
01 tho Est4l. of Warren
Camp Hill
is Executor
H. Coldren
45 Scarsdale Dr, bid C d I.
141. of , Cum er an ounty, Pa., .c....d and that t .
within i, an inv.ntory mad. by S. C. Minana , the said Executor
01 the .nlir. .s1at. 01 said d.c.d.nt, con.i.tin9 01 all the p.rsonal prop.rty and r.al .,tat., exc.pt real .,tat. outside
th. Commonwealth of P.nn'ylvania, and that the fi9ur., oppo,it. each it.m 01 the Inv.ntor r.pr.'.nt it', f.ir value
a, of the date of d.ced.nt', death.
and ,ub.crib.d b.lor. m.,
'51((1\111\(. \Y\;c\uII'I
rwr-
MELLON
\..;
By
Eucutor . AJ",inhh.t.,
Notarial Seal
Sandra W. KIJ9ner, Notary Public
Harri!iburg. Dauphin County
,~'" c.omml!iSic.n E)(pjre~ Nov, 13. 1998
't'I.n1iJtf, Pol1l1SytvarjaAssociation 01 Notatios
Acid,...
Oat. of Death
19th
November
1996
Day
M.nth
Yu,
INSTRUCTIONS
I. An inv.ntory mu,t b. fiI.d within thr.. month, aft.r appointm.nt 01 p.rsonal r'pres.ntativ..
2. A ,uppl.m.nt inv.ntory mu,t b. fil.d within thirty day' 01 di,cov.ry oi .dditional ...ets.
3. Additional .h..ts may b. attach.d a, to p.rsonalty or r.alty
4. S.. Articl. IV, Fiduciari.. Act of 1949.
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WILL NUMBER: 21-1996-1061
INVENTORY FOR TilE ES'l'ATE OF
Warren II. Coldren
Who Died on 11/19/96
==============================================================================
Cash
American Express Travelers Checks
$
800.00
Cash found among decedent's
possessions
56.00
Mellon Bank Checking
A/C# 162-242-2127
Interest accrued to 11/19/96
15,092.89
11. 30
Real Estate
Premises: 45 Scarsdale DR
Lower Allen TWp.
Cumberland Cnty, PA
Appraised @
97,000.00
stocks
16 Shs. Dauphin Deposit Corp.
@ 33.375
534.00
certificates of Deposit
Harris Savings Bank
CD# 05-16-109872
Interest accrued to 11/19/96
Harris Savings Bank
CD# 05-55-258596
Interest accrued to 11/19/96
9,084.20
227.75
'.";'
1,080.66
20.62
Miscellaneous
1992 Buick Sedan,
appraised @
1996 Federal Income Tax
refund
9,600.00
453.00
Merck-Medco RX Services - refund
11. 96
FORWARD
$
133,972.38
- 1 -
INVENTORY F
____amaa__aa......aa....aaaa.a..a...aaaa...aa....aa===Daaaaa====a==aca=caaaaaa
Wnrren II. Coldren
Who Died on 11/19/96
FORWARD
$
133,972.38
Miscellaneous (cont'dl
Personal Property,
appraised E!
8,508.00
School Real Estate Tax -
refund due to sale of property
Union Fidelity Ins. co
refund of unused premium
85.77
40.81
TOTAL PRINCIPAL RECEIPTS
$
142,606.96
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
(:,
DECEDENrs NAME (LAST. FIRST. AND MIDDLE INITIAL)
coldren Warren H
SOCIAL SECURITY NUMBER
161-12-5787
FOR DATES OF DEATH AFTER 12fJ1I91
CHECK HERE IF A SPOUSAL
POVERTY CREDIT IS CLAIMED[]
FILE NUMBER
21 1996
COUNTY CODE YEAR
DECEOEtH.S COMPLETE ADOflESS
45 Scarsdale Drive
camp lIill Pa 17011
11 19 96 10 20 1919 Couuly CUmbcrlaoo
SOCIAL SECURITY NUMBEfl AMOUNT flECEIVED (SEE INStRUCTIONS)
1061
NUMBER
(OMMOfiW[Al Hi or f'U~N5YlVAMA
OEPAIHM[NT or IH\/tNul
0(1''' a06~1l
tlARRlSUURG. PA 11128-01101
DECEDENT
1, Oliglnol Rohlll1
Supplomonlal RolU111
o 3. RUl1\allldor Rulurn
IIUlll..lllloldUlhpIIllII1l12-13-e;>1
o 4. Umilod Eslato
05
Fodornl Estato Tox Rotull1 Roquilod
CHECK
APPRO-
PRIATE
BLOCKS
o 4a. FulUID InlolDst COl11plOllliSO
(lor dalos 01 doaUI allor 12-12-02)
(B 0, Decodent Died Tostale 0 7. Qecodellt Malnlainod n Uving Tlust
(Anach copy 01 Will) (Anach copy 01 Trusl)
AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Mellon Bank N.A. Executor Attn: Robert G Cllase
TELEPHONE NUMBER P.O. Box 7899 RM 193-0224
215 553-0308 Philadel ia PA 19101
1, Roal Estalo (Schodulo A) 11 ) 97 , 000.00
2 Slocks alld BOllds (Schodulo BI ( 2 I 534.00
3. Closoly Hold Slock/Pollnclslllp IntOlosl (Sell. C) ( 3 ) None
4. MOIlgogos and Notos RocClvoblo (Schedule D) (4) None
5. Casll. Bank Doposils & M,scollallcous POlSonol ( 5 ) 88,955.03
PIOPOrty (Schodulo E)
6. Jolnlly Ownod Propo.ty (Schodulo F)
7. Translors (Schodulo G) (Schodulo L)
8. Total Gross Assols (Iotol Unos 1-7)
9, Funeral Exponsos, Adlninisllall\/O Costs,
Mlscellanoous Expenses (Schedulo H)
10. Debls. Mortgago Lioblhties, Lions (Schodulo I)
11. Total Deductions (tolal Unes 9 & 10)
12. Net Value of Estale (Lino 8 r1\1I1US LillO 11)
13. Charlloble and GovOIl1Illenlol BcquO!ils (Schedule J)
o O. Total Numbor of Solo Doposit Boxos
CORRES-
PONDENT
(6 )
(7 )
23,200.33
0.00
RECAPIT-
ULATION
(6 )
209,689.36
(0 )
20,802.32
(10)
197.16
(11)
(12)
(13)
20,999.48
188,689.88
None
14, Not Valuo Subjoct to Tax (Line 12 I11I11US line 13) (14)
15. Spousal Transtellllol tlaln 01 dulh alter 6-]0-941, Sn (15) x. =
Instrucllonslor ApPllublePelcenlageonP"lIe2.{lntlude
'Ialues 110m Schedule ~or Schedule M.l
16. Amount 01 Une 14 taxable 01 6% fate (16) 188,689.88 x .06 =
(lncludo values horn Schedule K 01 Schodule M.l
17. Amount 01 Lino 14 taxable 0115% IDlo (17) 0.00 x .15 =
(Include \/olues horn Schedule K 01 Schedulo M.)
188 689.88
11,321. 39
0.00
18. Punclpal tax duo (Add tax homlines 15. 16 and 17,)
19. ClOdlls SpouuIPo~,rty C'lUl>l PIIOI Payments DIscount
. 8,550.00. 450.00-
20. IIl1no 19 is glCalCllhan lino 18, ontCl Iho dlllOlOIlCO on Uno 20. This IS tho OVERPAYMENT.
A. Check hero" ou are re uostln a rofund 01 our ove a enL
21. II Line 18 is groolor thol1 Lino 19. ontot tho dlllolonco on Uno 21, This is 1ho TAX DUE.
A. Enler 1ho inlorcsl on tho balanco duo 011 Lino 21A.
B, Entor Iho 10101 01 Lino 21 ond 21A on Lino 21B. This Is Iho BALANCE DUE.
Make Check Po able to: Register 01 Wills. Agent
... ... BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" ..
ndor ponaltios 0 perjury. I declaro that havo oxaminod tillS rolum, includll1g accompanying schedu os and stalomonls, and 10 the bost 0 mv knowlo go
and bellof, It IS true, COlfOct and complele. I doclalO that ollronl ostalo has bocnlCpOlfcd at IIUD markot valuo. Dcclarallon 01 pfCpOIOf other than the personal
loploson10llvo is based on alllnlormalion 01 which plcpmcr has ony knowlodqo.
1'Ol'ATURE OF PERSON n[JPONSIBL~ ,FrlR FILING R/TunN ADonE!;5
!I(~/IC{.) LI /,"1 (,
SIC;NATUIU OF PAEPAlun OTtlEU TtlAN H[p~!i5[NTATlV[
(10)
11,321.39
TAX
COMPUTA-
TION
Inlmost
(10)
120)
9,000.00
121)
(21A)
121B)
2,321. 39
0.00
2,321.39
DATE
,
AOOl1l 5S
OAt[
PA1S001 NTF 6619
CoPyllllht flllm) 'iol'.....'.Only, 1994 NIIIl;.o. Inc. N94PAQOl
'pl\ REV-,M EX (7-04) Pogo 2
Act #48 of 1994 provides for the reducllon of the taK rates Imposed on the net value of 1ransfers to or for the use of
the spouse. The rates as prescribed by the statute will be:
. 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
. 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 111197
. 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did docodonl make a trBnslor and:
a, rolaln the use Of Income 01 tho proporty transfoned,., . . . ,. . . . , ,. , . , .. , , . ., . . .... . ... , . , , , . . . ,.. , . ,.. . . .. . . . , , . . .... X
b. rololnlhorlghllo doslgnolowhoshollusothopropOrlylronslorrodor Ilslncol11O........................................... X
c. retain B foverslonary Intorost; or.. , , . .., . . .... . ... , , . ., , . . ., , . . . . , . . ... , . , ,. , . , .. . , ... . , , , , . . . , , . . ... . . . .. , , . ,. . X
d, receivo tho promlso lor Iile 01 either payments, bonolits or caro? . , , . . . , , . . . . , . . . , . . . , . . . , . . . . . , , , . . . . . . . . . . . . , . . . . , , , . X
2. II doolh occurrod on or boloro Oocombor 12. 1082. did docodonl wllhln two yoors procoding doalh Iranslor proporly wllhout rocolvlng
adoquolo consldoralion? II doalh occurrod allor Docombor 12, 1082. did docodonltranslor proporty wllhln ono yoar of doalh wllhout
rocoiving adoqualo consldoralion?.. . . . . .. . . . . . . . .. . . . . .. . . . . . . . . .. . . . . .. . .. .. . .. .. . .. . . . .. .. . . .. . . . . . . . . . .. . . .. . . X
3, Old decodent own an 'in trustlar' bank account at his or hOf doath?.. . . . . . , . . . , , , ., , , , .. . . . . . . , , .., . . ... . . .. . . . .. , , . . .. , X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PAlse02 N'F...O
Copyll;ht FOlms Sollw.,. Only, 1!l94 NelcD,lnc. N94PA002
REV-l!102 EX , (12-6~)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REtuRN
RESIDENT DECEDENT
ESTATE OF FILE NuMBER
Warren H Coldren 21-1996-1061
(Proporty Jolntly-ownod with RighI 0' Survlvorohlp muo' bo dllcloood on Schodulo F) All rOil ollalo Ihould bo roportod 01 'air morko' voluo
which II dollnld IOlho prlco al which proporty would bo o.changod botwoon a willing buy., and 0 willing oollor, nolthor bolng compollod
to bu or .,11, both havln ,e..onabl. knowled I D' thl rellvant facti.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 Property situate ard kncMn as 45 ScarSdale Drive, LeMar Allen
'l.'c:1.InShip, cumberlard County, PennSylvania. Recorded in
cumberland County Deed Book W, Voll.B1lEl 20, Page 274, dated
6-7-63; sold at
97,000.00
Co'f1'i of Settlement Sheet attached
TOTAL (Also onlo' on lino 1. Roca 11ulalion)
(II mo,o spaco 10 noodod. Inooll addllional shoots oloamo slzo.)
$
97 000.00
PAlse21
NTF 1211
CopyrIght Forml SoHw"" Only, 119" N,leo,lnc. N9.PA021
REV-l!109 EX' 112-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Warren H Coldren
FILE NUMBER
21-1996-1061
Joint tonlnt(I):
RELATIONSHIP TO DECEDENT
Daughter
NAME
A carolyn 0 Coldren
ADDRESS
708 Maplewood Avenue, #2
Takorna Park, MD 20912
JolnUy-ownod proporty:
LETTER DATE DOLLAR VALUE OF
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DECEDENT'S
NO. JOINT OF ASSET % INT.
TEHANf JOINT INTEREST
1 A 3-16-96 Certificate of Deposit No. 10,167.94 100% 10,167.94
05-60-287155 with Harris
Savi.rqs Bank
2 A 3-13-96 Interest aCCIUed to date of 201.89 100% 201.89
death on item no. 1
3 A 10-09-96 766 shs Harris Savi.rqs Bank, 12,830.50 100% 12,830.50
Oommon; ore @ 16.75
TOTAL (Also onlor on IIno 8. Recapilulation) $ 23.200.33
(II mora spaco is ncodod,lnsort additional shoots 01 same sizo.)
PA15091 NTF 121M
COp)'lIgtlt FOfml 50tt""",. Only, Iii" Neh;'O,lnc. N94PA091
REV-1610 EX' (2-07)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
TRANSFERS
~ PLEASE PRINT OR TYPE
FIL NUMBER
Warren H COldren 21-1996-1061
THIS SCH MUST BE COMPLETED' FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES
DESCRIPTION OF PROPERTY DECO, DOLLAR VALUE
ITEM lncludo nama 011110 1I0115101oo,1holl EXCLUSION TOTAL VALUE % OF DECEDENrS
NO, rolationship 10 docodolll, doto 011l0n5101. OF ASSET INT. INTEREST
1 On 12-15-71 the decedent created a 0.00
Deed of Trust with c:cmronwealth
National Bank, J'\OW krlc1t1n as Mellon
Bank (COPY of instrument attached).
'lhe trust was not fumed as of the
decedent's date of death
TOTAL (Also onter on line 7. Rccopllulot'on) $ 0.00
(If maIO spoco is noodod,lnsort additional shoots 01 sarno sizo.)
PA151el
NTF 12HA
topyllght FOlml Soltw.t. Only, '994 Nllco, Inc:. N94PA101
..
. V~. CErAn'''.lPlJ or uau~IUQ ill" UI10""1 C{'wllOr"'l,.I Ol,lO t40 UOZ OlU
.-- SETllEMF.m ST^tCMHI1 .J t1 7'1 ,&'1
IIIl1""!)
CORNERSTONE ...........
LAND TRANSFER, INC. Il lyrE or LOMl
5 West Main SlIeel 1L,"1fIlA Jllf""l'" J 1ICOII'I "'f'IM
Shlremanslown, PA 17011 411'1" , lice'''' IH~
'fIL(PN"'Olll \ ' \.oAtu.uunUI
Phone: (717) 730.9664 Fax: (717) 730.9665 970179 9642315
. MOlT lPl~ C A~E flO~
C ,~oTE, ",,' h:lfm II tu,n.shad 10 Q"'" 'f'ou" ,tAl.m.nl 01 aclul' unl.."'''' COlt I ,\mount' ,,.'d 10 and bt Ih' umlmlnl IOlnt ,r. thO""". IIlms m.,....d
'ID 0 c )' ......,. p.1o,d oullldl 'ht cka"'Q. Ihl"" .', thO""" h,r.lor ltIrormat.on.at PUlPOU' .nd .II' nol ,"elud.d Il"Ilh,tollll.
o tlAl-'E MID "CORESS OF eonRO....ER E.UA),.1E A"O ACCtlESS CF SELUR F 'jAI,l[...NO "'COrlESS OF \.U40ER.
SCOTT M. SMITIl ~lELLON BAm:, II.A., PHil MORTGAGE SERVICE
LEA M. SMITH EXECUTOR FOR WARRErI H. CORPORATIotl
COLDRErI ESTATE 6000 ATRIUM WAY
MT. LAUREL lIJ 08054
O. PROPERTY lOCATlOtt H. 5EnLEl,I[PI' "QUlf: I. SEnLElolENf DATt:
Cl\MP HILL
45 SCARSDALE DRIVE CORNERSTONE LA/lD TRANSFER OS/27/97
LOWER ALLEN TOWNSHIP PlACE OF SETTLElr.lErIT.
CUMBERLI\ND COUNTY 5 WEST HAItI STREET, SllIREloWlSTOWN PA
J. SU......ARY 0' IORROWU'S TRAHSACTION: K. SUUUARY 0' SlLLU'S TRAHSACTlOH:
100 GROSS A...OUNT OUt. ,RO'" IORROWER .00 OROSS A...OUNT DUE TO lULU
101 Conl,acluln plica 91000.00 401 Canuacl salas plica 97000.00
10J p.rsonal prOPffl... 40ZP.rsonIICIIOPt,ly
10], S.W.m.nl cn.,;" 10 borto....' {hn. 1'00) -5382.84 .OJ
". ...
'" ...
Ad/UIlm.nlS 10f II.ml pl.d by 1111" in I~anc' AdlUlun.nll1o, .I.m, paid by 1111., n advanc'
1000CllVlTowna.1 " .ot.Cllylfo-nlu ..
lor CCNI'IrwUI " '9 -196.6: .0lC(NI'lrwa.1 ~ l..l2fn~ ~6:
10,,,,..,,,,*,1, 057T1 f9'/:oqm9' .0.".....'""1' ..
1" ICUOOt. -85.77 .ot SQtoot. -1Y5. " "Tll79< 115 ;rr
'" " ." "
tit. SWR/RI:;l': S 6/JO 24.59 tll. : 566/C END 6/J0 24.59
'" tll.
UO OROSS "UOUNT OUI ,AOU lOR ROWER 102689.81 lZO.OROSS "...OUHT DUllO slLUR 97306.97
ZOO AMOUHTS P"IO BY OR IN UH"'" 0' IORROW!" ~ RIOUCTIOHS IH A"'OUNT DUE TO IlLLI"
101 0,00s11 0' .am." mon.y 1000.00 101 E1C'" d.pOsll CUI inIlNChO"')
In P,Ifl(IPII amounl 01 "."'" lOan(s) 96./:,0.00 IOI.S.llllmtnl (1\"0"10 "Ilff (IIn. '.00) bn3 :ll1f
tOJ- elisl"'O Ioan(s) Illttn ,ubllet 10 I4J billlf1Q Ioan(s) Ilk'" subjlct to
to. 101 Plyoll 01 Fil\! 1.10110101 Loan
"'. illS Plyoll 01 Stcond MotlOIOI Loan
~ ~"O ....rm.m~
'" U:- pAIlJEX ~rSES I 10C .00 ",l E=1'AID EX ) 1000:ll1f I
." '"
.... ...
Adruslmlnlslo, IllmS unpaId by lilli' AdlUslmlnlS 10' Illms unPlid by "n., .,
1I0,Clty1TOtrnUI " SloC'IyIfOtrf1t.. ..
111,C~nlYUI " 'II.CCNfIlYUI ..
JII........tm.I\I' .. .IJ."....~I\II ..
liS. _C)toot. .. 'I] Sc:Moot. ..
IU. Suo
II'. lIS.
,,, '"
." 'I'.
... '"
'" '"
nil TOUL P"IO BY/FOR BORROWER I 98750.00 no TOUL REDUCTION ""'OUNT DUIIlLLIEA 7383.00
)CO CASH 1.1 5U1UM'HT fROU OR TO 10RROWlA 100 CASH AT nnUMEHT 10 OR '''AU 5U,LlR
)01 Glon .mounl dUlllom bOllow" (hnl 120) I .81 \01 Gron amounl dullo nil" Ihnt '20) 97306; 91
)01. LI" amount Plld by/lo' borrow" (1",1 2201 I 98/50.00 ~I LI" Itducllon lmounl dut "u., (1",1 S2O) 1J8J:lllr
'" CASH 100 FRO"1 II I TOIBORROWER 3939.81 .OJ CASH COO TOI U 1 FROM) SELLER 89923.97
-"'-.ro ?J1~t<i:/ r-r'" \,. _-~..'4 ,~.P~.-t..""'4""'~."-" Tloo' I:'" p"
- "t...........~ l t~ ,........
,K,,- ---:h? , /:;..c/LJ
811Y'; Of 8oua-.ft $1;1\"\"'"
'i<~ "\\ ~ 9.,t.u
~~ .,;\. --;,,~._,.:::-. 9...~ 't~. 0((,,'
S.'~',Si~""lI.'"
HlJO.tP..,.'i"
...............
.._w"'" """ .... .... ., ....'--'
'1.2
~... iUtlErn ell"Rau .
970179 I PAIl)1HUlol \ PAID'ROlol
r;.3 lOlAL SAlII..AOlC,IA'S CO......IUIOIl b...".n prtc.' 97000.00 I IOAROWIA'S II\.U""
Tot.,L: ~5.3J5.00 I 'UHDS AT ,UNDS lot
O,~,'o(jI'O,Cc'rl"t".ontt"'..!.~~ UtlU...Ull uttLI"'INt
.'.)t I 5335.00 I. Rf:/i1A:, R 1.;,\ 1,1"{ I ":: :;"" "
rC1 I 10 -, . .. ; ~.
'" CO,Mllu.cnpa,d.IS"U1IIT'I.I11 I 5335.00
'c. TUird i1,lCtv Mtrl. ro. rd hy PUll MtQ. to 11'~i\1 t:5t,'lt~ MtQ. 51'160.12 PO;
'co In"'l pAUILII'1 CDtltllCIIOH WIlli LOAN
to, LOolnOItQ.nat.cnf"" '. j , i
10' LoartO"eo..,,1 '. -r I
'01 ,;\PPI",UI~UIO Rr:,\L r:STA1"r: NTG, 5275 PUC
'" CIII),I A"pOIIIO Rr:,\I. EST,\TE NORTGilG E SRV. 1.941
'" L"ndll' In,p4Clocn F... I
'" MOIlQaQ"lnlu,,,nc,, ApphCo1lo0n f... 10 I
'" ""umphcnf"" I
to. COURIER Rr:AL EST,\TE ~IORTGilGE I 25.00
'09 FLOOD CERT PHH NORTG,\GE SERVICE I 22.50
'10. UIIDRWR FEE RE,\L ESTATE NORTG,\GE I 250.00
." 1
900 In.M' REOUIRID I'f UNDE" to II PAID IN .OVAIICE
9O' Inllllt1llom OS/27197 1006/01/97 01 22.86/d1V 114.30
1>>02. MOIIOIQIln,UIItlCI Pllm.um 101 mo '0 PHil NORTGAGE SERVICE 2129.62
iQ) tlaurd InlUllnc. PllmlUf!\ 10f '1','.10
9O' '1"'.10
90S
'000 "nl"vn DEPOSIT EO wnH U.NDlA ,OA
CO, Haurd InsuranCI 2 mo 01 18.25 IrT:O 36.50 .'i.....,",.._~,"f.:
. ;,~~-,~ ~i'\,,~Z~{'..i'...
1002. MOIIQIO,lnSUfItlCI 2 mo.os 39.44 I"". 7B.8B 1'!.~.'"t\! r.:',
..". C,lylTownlU mo.GS {mQ ..' ~~ ~ . .,tf,.;;'~
Countylu 4 mo.OS 27.43 {mo. 109.72 i.t .":\
lCO". >1 .u~~;i.:
^"ttlt1'l.ntl mo.OS lmo. , , . ~~'.I,.
","
'0<6 SCIlOOL TAX 12 mo.os 76.73 Imo. 920.76 ,,~~:
1007, rno.OS lmo. '~J"" lr,...",;,,~~
' ~~"
10001.A.GG. /\OJ mo,OS lmo. I -225.13 .....;i:"'.. ~:'
100. TITLE CHAROU
101. SIIlI,mlntol elOslt'lO 1..10 I
102. ^b'lllct Of hIli nllcn '0 I
10:1. Titll ,1&mll'lahOn ,. I
110". T.ll"It'IIUtItlCtbtnd,,' 10 I I
10S. Oocumlnl O"g"lllOn 10 POC I
tOC. Nellry 1"1 ,. NOTARY PUBLIC I 12.00
107. ^Ilotn.y'sl..s '0 RICIIARD RUPP. Esn. I 383.00
(lncludtt abov' tllms t~o.:) 1101 k~~;..._r:.,.*,",,,,,,,,,';r-;~.otV~~~~"~':'''1L
Ica. TiUllnlutartC' '0 CORNERSTONE LI\lID TRAIlSFERJ 492.751
lineludtt Ibov' .lIms No.;) 1102 1103 1104 100 300 81 3~~.s"~'",~
109. l.nd.,'s COV"'OI 5 96,750 .m'~'.r.~ ~ . ~ ,I
~.,.~.~ .
110, Own,r'1 eov""O' S 97.000 : '. ....:..t-~... ~~'t.a ,,0-
tll. DISa. FEE CORNERSTOllE WU'lD TRAtISFERJ 35.00
112. I
113. I I
200. OOVERNMINT RECORDINO AND TRANSfER CHAROn
1201. R'ctlldltlO I...: O..d S 25.50 MonOIOI , 35.50 "h,e,' 61. 00
1~2. C,ly/eounlY la!Jslamp,: Otld , 970.00MollgI0'S 970.00
~). SlllIl'lillamPI: Otld' 970.00MoIIOIQ'S 970.00
"'..
"'..
)00. ADDITIONAL SETTLE MINT CHARon
1301. SurvlY '0
302. p"llnlOlellOn '0 SUDDEN DEATH 40.00 :
:10). TAX CERT ~tARY ANN PRIOR 3.00
130'.
1305. .
.00. TOTAl. 'E11UME.NT CHA"an tlnl" Of\1IM' lOJ and 5CZ. Sections J and 1(1 5382.B4 6383.00 ,
$ETllEr.lt:fll SI.\ln.l(tH
....... .".......... ...OM,.. ..........s.. ,..'_'" AII""""'to.e .cc...",., ..r_.....,....-to.etl...ll.- ..",._....",...vo-t ...........IIIIi.,__IIll-"" Il.....................
..H_.tto.e """"'...............,_"'.CIlK1M... "_._11I""""'.'." be....O ICCItOf"lt....,_,..,......Id.. "."'...I'"d..c...,.......................h....KC......II.~
,_........,...I.........C....,...........Ct-
HUO ClAtl,ICATlON 0' IUlUS AND SlLLI'"
I....w. ca..1uIP't' 'evI....d 1M ...utI., S"IlI,,"""15I'IIll'l.nl atId 10 th. b.II 01 "'y IoIlO_dlil" Ind b.It.,..t". IIU. All" tc;C""'" ,tll,_1\1 0111 rectiOlI aIId d1ltlurl"""'"
""d.onrnvacCQ\JIIlbY""onttw'"Il'l'''uon I h/lll'ltt ClIltty lJI..1 I l'Ih. "c.....d ICCCYDIII'I."'UO.I S.,U.""nISIIIl",,,nl \ '
<:::_ "'~._ Q,.~'" p, \':.....::.~ '\\.<. E.~~ \~
C~ 7}.'. __-,-mL ~ .~ .~.
:/(~ / ~ ;/.7.L 3-,~~~~-;':~~~ - ,,,?i-,{~~. e<<--
.ortI'.......-"....''''. " s......lqo.t....
.~,,,,_...,,.,.... ...... ,M.. A.............
'.....00-1 Sol".....'" S"t_"" _... ",.........M'"t.... .owI ICC...... .ce......, I""".....C.... ..... C....II .. ..uwH,...'.........IH.........,.. .nl"d.<oc1 ....."""....-.....
CUlt (({ll .. ,? <1i.:il L h lU cA.... 4'/.~ -;/17'1
""_"'0"'" 0.,.
..n""toO ".. . c._....--""''''... I..... ..,,'_...........U~....""'.....'...... .a, _..._ ,.....,....... ,_._c..._-.... ,.... ..........-"'" ,.. 0.0......
....11 V, C_Sooct...'OOI......Sic....'O" HlJOotll.."..
. ,
--"'--
PAGE '1
BACK RIGHT BEDROOM
$1200.00
100.00
115.00
5.00
5.00
30.00
15.00
5.00
10.00
125.00
10.00
50.00
100.00
PENNA~ HOUSE CHERRY FIVE PC BEDROOM SUITE
MATTRESS & BOXSPRING
ROOS WATERFALL CEDAR BLANKET CHEST
CHROME TOWEL RACK
PEA GREEN SWIVEL PLATFORM ROCKER
CAPIDOMONTE TABLE LAMP
THREE PAINTINGS
WHITE TABLE LAMP
CLOTH COVERED BLANKET CHEST WITH CONTENTS
FOUR ORIENTAL STYLE RUGS
CLOSET CONTENTS
COVERED CHINA JAR (AS IS)
WALNUT SPINDLE BACK ROCKER
HALL CLOSET CONTENTS
30.00
$1~J08. 00
TOTAL
:;;';;LY'~. ~
COL. SHE~L J. HOOKS
_ APPRAISr- . - "'''''''TmIRRR
76<-5.03 (OAR. Y)
THOMASVILLE COUNTRY AUCTION
RT. 30 WEST. AT RR lRACKS
'lli0M/0.SVlUE. PA
PHONE 79203837 (MON. & WED.)
Complet, Audio. & Appl'olsol Servle,
HOUSEHOlD. FAAM. ESTATES. BUSINESS
SELL ON COMMISSION OR BUY O\/TRIGHT
SAlES EVERY MON. & WED. AT 5 P.M.
VOAK'S FUll]\ME AUCTIONEERS:
Jack & Sheryl Hooks
_..___....__..... .___u
II:!;
~m
t~1
~!Ii;
~1iI ..
~J:il
III
...
.
...
III
...
'"
...
.
...
o
...
.
III
...
WI
II> .,
R II II
opf U.liC
WI > III ..
II>IllUIll
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B
~ 11, 1997
Mlllcra Bank, N .A.
10 South 5ea:n:I street
P.O. Sol< 1010
llarrisburg, PA 17108-1010
IUHARRIS'
Ii] SAVINGS BANK
llarris S.lI'iIlR' Operal;oll' Celller
63!i NOrlh 121h Slreel
LeIllO}'lIe. Pen"'}''''a,,;a 170.13
7171731.1-1-10
71717:11.9392 "ax
The inforMation which :'0U Z'eqllected on the /lccount(s) of Warren H.
Cbl.dren ~s~ (Zocinl !;.~curity Humber 161-12-5787) is liS follo\lIl.
05-16-109872 05-55-258596
2, Yr. Cert. 12 Mths. Cert.
11-3-87 2-22-95
$9,084.20 $1,080.66
227.75 20.62
9,311.95 1,101.28
In:IividuE:J. Irrlividual
Dalance n t 10,369.83
:late of Deoth
Account
Ownership
Jlame of Joint
Owner, if any
Date Ownr.rshin
1I.\s Estnblir.h~d
Additional Infor_
l:lation Ilcq\l~r.tcrl
Joint
~
\
The IRA infoomtiat will be forthc:nning.
tb record ~.f a safe detxsit !:ox.
Carolyn D. Cbl.dren
Beoarre individual M1el sane 3-16-96
E. Carolyn Coldren passej
SWIV 9-16-95
Please have the Exec:utOr of this Estate sign the enclosa:l W-9 fotm; and
retutn then to ne in the pl'tlVi.ded envelq:e. '!hank }W.
5
y,
,/
~~
L. OIle
Sr. Retai1ldninistratiat Services Rep.
FAX Memo ......."-L @ MefIon Bonk
To: fiob [hn;;I FrosS-I(vdJlin<ln<l
CoJ1lcpt.: CoJDopc I
PAJ. N-oonll'2I';)'i';'\-G(.:I' fAJ. N....b<r: i
c:o.-_ 1'1(~s( lGI\ If p_N_l'1....h81.~~le a
e"~ ~y(~ \\C;I'I>
-- --. ~- ...,~. .",
FEB 14'97 13:36 FR NELLON, HBG TRUST DEP 17 231 6509 TO 9-12155530637
IDI'~IS CN'IHiS lE\. HJ:7171JIIlli<J 114Ul P\l2
FEB-12-'97 WED 11.42 ,.~'" O"V
P.OI/Ol
IUHARRIS~
D SAVINGS BANK
IUrri. S..inat OpcU\lnns CtMer
635 Nonh 1211: Sl,eet
LemnYDt. I't"",ylv.nia 17~3
7171731.\440
7l1ml.9392 Fa.
Febru.ry 12, 1997
Stephan c. Minana
"8l10n Bank, N.A.
Dear Mr. Minana.
The information which you requested on the account of Warrtn H.
Coldren (Social Security Number 161-12-5787l i. as follows.
Account Number(s)
05-86-524823
10-80-020422
IRA
11-15-95
S 6.782.54
Cla.. of Account
Date Opened
Principal Balance
Accrued Interest
IRA
03-17-95
S32.758.33
s
17.59
s
901.03
Balance at
Date of Death
533.659.36
S 6.900.12
Account
OIIInerahip
Name of Joint
owner, if any
PrivAte
Private
NIl>..
N/A
Date Ownership
W.e Establ1ahed
Additional Infor-
1I\ation Requestod
03-17-95
11-15-95
The primary beneficiaries are Marlene B~tz
and Carol coldren, his daughters.
Sincerely,
-~1.~
Bette F. Deiter
Retirement Plans Supervisor
- --.-
FED 12 'S7 10:25
** TOTAL ~Abc.~OI **
:llLast lam ~l1t~ ffit.'shUltcltt
OF
..
WARREN II. COLDREN
I, WARREN H. COLDREN, ot Lowar Allen Townlhip, Cumberland County
I
pennsylvania, declare this to be my Last Will, hereby revoking all I
I
prior wills and codicils. i
ITEM I. I direct that all my just debts, any expenles that may
paid trom my estate as soon as practicable after my decease.
have reaulted from my last illness, and my funeral expenses shall be !
wife, E. Carolyn Coldren, does not survive me. then I give and
and similar liquid assets, that I own at the time of my death. If my
all the personal property, exclusive of cash money, securities. bonds,
ITEM II. I give and bequeath to my wife, E. CAROLYN COLDREN.
shares, per stirpes.
bequeath the aforesaid personal property to my children in equal
ITEM III. I give, deVise and bequeath all of the rest, residue i
I and remainder of my property, wherever situate and of whatever interest,
to Commonwealth National Bank, of Harrisburg, Dauphin County, pennsYl~
,
vania, as Trustee under a Deed of Trust dated December 15, 1971 from I
Warren H. Coldren, as Settlor, to Commonwealth National Bank, as
Trustee, and I direct that said Trustee add the interests passing to '
it by virtue of this testament to the corpus of that trust to be
deVise and bequeath all the rest, residue alOa ~erndnder of my property,
time of my death this trust is no longer in eXistence, then I give,
administered in accordance with the terms of that trust. If at the
.-
./
in equal shares, per stirpes.
as above, to my wife, or, if she dODS not survive me. to my children!
,
.'
. ,
ITEM IV. If any minor becomes a beneficiary under this Will and
if that minor's ahare is not subject to th~ urt..e of any trust, then
I appoint commonwealth National Bank as the gua=dian of the estate
of such minor. My guardian shall have power tOI
(a) Receive and hold for such minor or minors all
property payable by law to a guardian appointed by my Will,
(b) Invest such property and all accumulated income
without restriction to investments authorized for fiduciaries,
and
(c) use income and principal for the minor's maintenance
and education, either directly or by payment to any person
having custody of the minor and which person is undertaking
the minor's education and maintenance. payment to such a
person and receipt thereof shall be a complete acquittance
of the guardian. All unexpended principal and income shall
be paid to the minor at his majority.
Said guardian may, in discharge of all duty hereunder, pay any
.',
'.
such minor's share deemed impractical of administration to the
'..
-.
'.
person standing in place of the minor's parent or deposit it in
an interest bearing savings account in the name of the minor.
.....
ITEM V. I appoint COMMOIlWEI\LTII NATIONAL BANK, of Harrisburg,
Dauphin county, pennsylvania, or its successo~, Executor of my Will.1
.,
".
........
'.
,
".
ITEM VI. In addition to powers given them by law, my Executor
.',
and any guardian acting hereunder shall have the fullest power and
authority in all matters and questions and to do all acts which I
might or could do if living, including, without limitation, complet
power and authority to invest (without restriction to investments
permitted by law), sell (at public or private sale, for cash or
credit, with or without securi~~), mortgage, lease and dispose of
and ~istribute in kind, all property, real and personal. at such
times and upon such terms and conditions as they may deem
advisable I
I
I
- 2 -
...
:1
policies to the trust corpus. It is the desiro of the Sottlor that
the Trustee hold these policies and Ull tho vroceeds therefrom, in the
event of Settlor's death, as is hereafter set forth.
2. The Trustee shall hold said policies without any obligation
of any nature in respect thereto, other than the safekeeping thereof,
until they shall, upon the death of the Settlor, become due and payable,
unless prior to the death of the Settlor, the trusts herein created
are terminated and the Trustee is required. under the terms hereof, to
deliver up the said policies as in this Deed of Trust provided.
3. Upon the death of the Settlor, unless the trusts herein
created have been theretofore terminated, the Trustee shall have, and
is hereby given, full power to make all necessary proofs of death under
the said policies: to execute and deliver any and all receipts for the
proceeds thereof: to institute any action, suit or proceeding to collect
the said proceeds, and to pay all the expenses thereof, including court
costs and counsel fees: and to do and perform any and all other acts
necessary to collect such proceeds: PROVIDED, however, that the Trustee
shall not be under any duty to institute or maintain any action. suit,
proceeding or other litigation to enforce the payment of said proceeds
unless and until it has been indemnified to its satisfaction against all
expenses and liabilities to which it may become subjected, or in which
it may become involved by reason of any such suit, action, proceeding
or litigation.
The Trustee shall be responsible for the proceeds of the policies
only when, as and if collected, or paid to it, and the Trustee shall
- 2 -
....--
not be liable to anyone if, for any reason. the policies shall lapse
or be otherwise uncollectible.
4. Upon the receipt by the Trustee of assets. either in the
form of insurance proceeds or otherwise, and upon the death of the
Settlor, the Trustee shall hold and administer said property with the
followinq powers and for the followinq uses and purposes.
(a) TO take, hold. manaqe and possess such property,
both real and personal, as a trust fund. The Trustee shall
have the power to convert any, each and every part of this
trust into cash, at either public or private sale, and at
the time and under the conditions that my Trustee deems
best. The Trustee is to invest any income and liquid assets
of this trust in such shares of capital stock of any corporation,
(whether common or preferred). in bonds, notes, mortqaqes and
other securities or real estate as said Trustee may. in its
discretion, deem advisable. No restriction or limitation by
reason of any statute or rule of law relatinq to the investment
of trust funds shall be imposed upon my Trustee except the
obliqation to use reasonable care and prudence.
(b) To receive from my Executor any and all income
received durinq the settlement of my estate and remaininq
unexpended at the time of the settlement of my estate.
(c) To borrow funds for the use of the Trustee and to
repay those funds as necessary. It shall be permissible for
the Trustee to borrow those funds from the Commonwealth
National Bank as well as any other lendinq institution.
(d) To pay from the income or principal of the trust any
and all of the expenses of the administration of Settlor's estate,
includinq any indebtedness of the settlor at the time of his
death and any indebtedness of the Settlor held jointly with
Settlor's wife at the time of the Settlor's death. These
payments shall be made by my Trustee and I impose no requirement
that the Trustee obtain reimbursement for these expenditures
from the Settlor's wife or from any other assets.
(e) TO reqister any securities a part of this trust in
the name of the Trustee or its desiqnated nominee.
(f) To exercise all power, authority and discretion
qiven by this Deed of Trust, after the termination of any
trust created herein, until the same is fully distributee.
~
- 3 -
... .., .... ... ~.., ...
..1\ ....
~ '. " .. .....
(g) To pay the net income from this truat to my wife
annually, or more frequently, in its discretion. In addition,
the Trusteo shall pay to my wife such portions of the principal
of this trust as my wife desires and requeats of the Truotee.
My wife.> .hall have the absolute right to sny and all of the
pri~~~pal of the trust at any time that she does desire same
and requests of the Trustee and I only imposo the condition
that my wife make this request to the Trustee in writing. In
the event that my wife shall remarry, after my death, her right
to receive principal shall terminate and she shall receive pay-
ment of income only thereafter.
(h) If my wife does not survive me, or upon her death, the
beneficiaries of this trust shall become my children, James W.
Coldren, Marlene Coldren and Carolyn D. Coldren, or the children
of these named persons if any of my children fail to survive me.
When the interest of my children or my grandchildren arises, be-
cause of the death of myself, or of my wife, my Trustee shall
divide the then existing corpus and income of this trust into one
share for each of my children that survivo me, and one share for
any of my children who have failed to survive me, but who have left
issue them surviving. This one share for such a deceased child
shall be held collectively for all of the children that deceased
child might have had. 'To such of my children who have then achieved
age twenty-eight, my Trustee shall distribute that child's share to
them outright. To euch of my children who have achieved age twenty-
five, my Trustee shall distribute to that child one-half of that
child's share of this trust and shall then pay the income produced
by the remaining portion of that child's trust to that child,
annually, until that child becomes twenty-eight years of age. At
that time, the balance of that child's interest in this trust shall
be distributed to such child. To such of my children who have
achieved age twenty-one, but have not yet achieved age twenty-five.
my Trustee shall distribute to that child one-third of that child's
portion of this trust. Income shall then be paid to that child on
the remaining portion of that child's trust until that child achieves
age twenty-five when one-half of the remaining principal and unex-
pended income of that child's portion of this trust shall be dis-
tributed to such child. Then, payments of income shall continue
until that child achieves age twenty-eight when the balance of that
child's portion of this trust shall be distributed to such child.
-.,'.
(i) My Trustee shall pay to any of my children, who have not
achieved age twenty-one, the income from this trust, or my Trustee
may pay it to the person or the institution having the custody of
such child cfmine. In addition, my Trustee shall have the right to
advance principal from that child's portion of this trust, in the
absolute discretion of my Trustee. It is my desire and hope that
these funds be utilized to promote the general welfare and happiness
of my children, and if my Trustee deems it in furtherance of these
purposes to advance principal to or for one or more of my children,
during their minority, my Trustee shall have the power to do so.
-4-
.-....-........ .
..;.:{~:~..
":",.,,,
MAKE CMECK 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 ~
ifEV:i54'nx-jiFP-iOii:97Y-NOTicE--OF-YNHEiiiTANCE-TAiniPPiiA"iSEHENi'-,--jiL.LOWANCE-oli--------------n-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COLDREN WARREN H FILE NO. 21 96-1061 ACN 101 DATE 11-17-97
issued previously, lines 14, 15 and/or 16, 17 and 18 will
include the total of ALL returns assessed to date.
/$- /0 () .. .:J.
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DURE~U Of INOIV10UAL TAXES
IHlIlIn !ANet UK DiviSION
nrPI. :eollOl
11AIUIISZUIlC, I'l 1/1:8.QIIOI
NOTICE or lNllfRlTANCf TAX
APPRAISEMENT J ALLOWANCE OR D15AllOWAUCE
or OEOUCTION5 AND ASSESSMENT or TAX
MELLON BANK NA
C/O ROBERT G CHASE
PO BOX 7899
PHILA PA 19101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-17-97
COLDREN
11-20-96
21 96-1061
CUMBERLAtlD
101
^"ount R8"ltted
j..;.-:~
TAX RETURN WAS: I X I ACCEPTED AS fILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. stocks and Bonds (Schedule OJ
3. Closely Held stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
b. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule GJ
8. Total Assets
1I1
121
(3)
C41
151
101
171
97.000.00
534.00
.00
.00
B8.955.03
23.200.33
.00
IB)
20.802.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exp.ns.s/Ad~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/liens (Schedule I)
11. Total Deductions
12. H.t Value of Tax Return
13. Charitable/Governmental aeqUests; Non.elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
lID)
197.16
IIl)
1I21
CU)
1I4)
NOTE: If an assessment was
reflect figures that
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal
1&. Amount of Line 14 taxable at
17. Amount of line 14 taxable at
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-18-97
08-13-97
rata lIS)
lineal/Class A rat. (1&)
Collateral/Clasl 8 rate (17)
.00 X .00.
188.689.88 X .06.
.00 x, 15.
lIB)
AMOUNT PAID
OISCOUNT I')
INTEREST/PEN PAID 1-)
450.00
.00
RECEIPT
NUMBER
AA185190
AA211640
8,550.00
2.321.39
TOTAL TAX CREDIT i
IBALANCE OF TAX DUE,
INTEREST AND PEN. I
TOTAL DUE
.
,/
(\.
...~ '~1. .'Hl
.~6,.:~;..~.r~r(~\.
,~ l.t"'{,'~.;1
to,. .~~j;.; .:.,\
,.~....'t.St .L.~
~-l: '~J' .
1\._.\.'1111' .n.'"
WARREN
H
l
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forn with your
tax paynen\.
209.689.36
70.ggg 48
188.689.88
.00
188.689.88
.00
11.321. 39
.00
11 .321. 39
11.321. 39
.00
.00
.00
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTERE5T.
If TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIREO.
If TOTAL DUE IS REfLECTEO AS A "CREDIT" ICR). YOU MAY DE OUE
A REfUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS.)
RESERVATION: E.tat.. of dacadant. dying on or before Oece.ber 11. 1911 -- If any future Int.re.t In the e.tate I, tran.f.rr.d
In Po.....lon or .njoy.ant to Cia.. a leollataral) b.neflelarl.. of the decad.nt after the e.plratlon of any ..tate for
life or for y.ar., the Con.onweallh hareby a.pr...ly re.erv.. the right 10 apprai.e and a..e.. tran.fer Inheritance T....
at the lawful Class a (collatarall rale on any such futur. Interest.
PURPOSE or
HOllCE:
To fulfill the requlre"ents of Section 1140 of the Inheritance and E.late ra. Act. Act Zl of Iq9~. 112 P.S.
Section 91401.
PAVMENT:
Datach the top portion of this Hotlee nnd .ub.lt with your paynent to tha Register of Wills printed on tha reverse .Id..
"Ha"e check or "oney order pllyllble 10: REGISTER or HILLS I AGENT
REfUND (CR I:
A refund of a ta. credit. which was not requasted on the ra. Return. nay be requ.sted by co.pl.tlng an "Application
for R.fund of Pannsylvanla Inh.rltance and E.tate la." (REY-I!I!). Applications ar. available at the Office
of the R.glster of Wills, any of the 2! Revenue District Offices, or by calling the special 24-hour
answering service nu.bar. for for.s ordering: In Pennsylvania 1-800-!62-2050, out.ide Pennsylvania and
within local Harrl.burg area (111) 187-8094. lDO' (111) 112-2Z~1 CHearing I_paired Only).
OBJEClIONS:
Any party In Interast not satlsfl.d with the appralse.ant. allowanea or disallowance of deductions. or Dssess..nt
Df ta. I Including discount or Int.rest) as shown on this Notice nust Object within .i.ty (60) day. of r.celpt of
thh Notin by:
--wrltt.n protest to the Pi Capart..nt of Revenu.. Board of Appeal.. Dept. 281021. Harrl.burg. PA 17121-1021, OR
".I.ction to have the .atter dahr.lnad at audit of the account of th. parsonal rapre.antative, OR
-.app.al to tha OrphDns' Court.
AOHIN
ISTRAlIYE
CORRECTIONS:
ractual error. dl.covered on thl. Dssess.ent should be addr.ssad In writing to: PA O.part..nt of R.venu..
Bur.au of Individual Ta.es, ATIN: Po.t Asse.s.ent Review unit. D.pt. 280601, HarriSburg. PA 17128-0601
Phone (711) 787-6S0S. See page S of th. boo~let "In.tructlon. for Inh.rltance TaM Return for a Resident
O.c.dant" tREY-ISOI) for Dn eMPlanfttlon of ad_inl.tratlvaly corr.ctablo error..
DISCOUNt:
If any ta. due is paid within thr.e 131 calendar .onth. aft.r the decadant's d.ath, a flv. p.rc.nt (5X) discount of
the taM paid is allowad.
PENALTY:
Th. ISX taM aan..ty non-participation p.nalty Is co.puted on th. total of the tax and Interast a.sess.d, and not
paid b.fare January la. 1~~6, the first day aft.r the and of th. taM a.nesty p.rlod. Ihl. non-participation
panalty I. apP'llabla in tha sa~e .ann.r and In tho tha s... tl.. porlod as you would appoal the t.M and Intara.t
that h.. b..n ..s....d as indlc.ted on this notice.
INTEREST:
Int.ro.t Is charged b.glnnlng with flr.t day of d.llnquancy, or nlna I~) nonths and ana II) day fro. tho dato of
d.ath, to th. data of pay..nt. JaM's which bec.~. d.llnqugnt bafora January I, 19a2 baar Int.re.t at th. rata of
SIM (6X) p.rc.nt per annu. calculat.d at D dally rate of .000164. All ta..s whiCh baCD.e delinquent on and aft.r
January I. 1~82 will bear Intarast at a rata which will vary fro. calendar y.ar to calandar yaar with that rate
announc.d by th. PA Oepartnant of Ravenue. Tha appllcabla Intarast rate. far l~a2 through 1'97 Dra:
'!!!! Inlarall Rata Dally Jntar..t raclor !!!! Intara.t Rata Daily Jntarast ractor
1982 ZOX .0005101 1981 9% .000241
19U 16X .000438 1~11-1991 11% .000301
1~84 II:C .000301 1~~2 'X .000241
1985 In .0003~6 1993.1994 IX .0001~2
19116 10:C .000214 1995-1991 'X .000241
ulntarnt Is cllcul.hd .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..ued after tho tlM becoa.. delinquent will r.fl~ct an Int.re.t calculation to flft..n (ISI day.
b.yond th. data of th. as..ssaant. If pay..nt I. aad. aftar tha Int.r.st co.putatlon data shown on the
Notica, additional Int.rast ~.t ba calculat.d.
STATUS REPOHT UNDER RULE 6.12
Name of Decedent: ~C(C ce'" H Cu ldre<v
Date of Death: / /';0 Ifjl
,
Will No. )qq[" 010& I Admin. No.
Pursuant to Rule 6.12 of the Supremo Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State wXether administration of the estate is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: .____
3. If the answer to No. I is Yes, state the following:
a. Did the personal re~sentative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative st~e an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinder and
approvals of formal or informal accounts may be filed w'th the
Cerk of the Orphans' Court and may be alt ched to thi report.
Date:
.3//3 /99
.
Q.. . 1)1 U.J a 1v'C\ ) ~ V P
( lease type or print)
I'h e \ ION T~:Hllv \< tv,q Po 130')( )01
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