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Home My WebLink About97-00070 .. ..';. Z.,-- " _,~ i _. _ 0 ~,_ , i__' -:::;_, .-- "' -.--, '-, " .,. .. .. - ,'-- --.-.- ----.----,-- .. - ------ ",~,-~,'--~-- =-",', " ~''';, 'C:,-:.,; j ,.,. '-& I " t; .. !f ___ ..-, ~.. r,\- F-." <" . I-I<:TITION FOR I-ROHAn: "nd GRANT OF LETTERS IMillt' q! CLARENCE SIIUClIIAR'1' No, 2H17- 7e>.. II/SO kilo 1\'11 liS 10; Ih'gi'il'l 01 Wills lor Iht' r __ . /)e(easl'd. ('Otlllly or in the Social Sel'/lrily Nil, uu L~()~-(i(l.~, 'n"!;> COl11ll1ollwl'allh 01 I'cl\l\sylvlll\in The pelllioll or Ih,' ll\ldelsiglll'd Il'Spl"'lllIlIy reprl''''lIls tllnt: YOlll peliliol\el'(s), who is/are IX y,'ur.s 01 age' or oldel au III,! \'x",'u,rlx ..7~~~u-"~m'..' nllBled in tl", lasl will 01 II'" aholl' dl'cl'dellt, duled october T.I, ,.._,.._.., 19J1.~__. lInd L'odlcil(s) dated .u. u u.. , ' .. . ... .. ... ~ ,JtQTEIEUa E,Shughart dledJulyI9,I995;MadellneL'l\fellotta1e~1fovernber 16, 1994; ---M.arSe. Hl\ycQck gjed June 23,)096; Edna M.., Shenk dlodSepjenlber:IT,J.!!1i!,_____. (qall' Il'kl'alll l"ill'III11'd;II\l.'l'\, e,g, 1\'111111l'1:lll0I1, IIl'dllllll t"l'culm, {'ll'.) j)eeClldeul wa, dOlllidled a' dl'alh ill C\lm\:lerland un ('Ollllly, Pennsylvania, with 1~~_UIfJ:i~Tl)l,1y1jSRfc!ipal reside",\' at l'Ot'CS.t .P!\rk IJ(lfilthC()!\tQr1~=I~le, P8,--_ (Ii\l \1Il'd, I\Hmtll'1 Hlld IlHII1l'ipali(~') Deee",kllt,lh"I' 98. _ war, 01 age, died __~__J.ll.n\ll\ry_5_,u lit. Forest Park Health Ce.nter,Ca.rlisle'-Pa~nnnu , _ Excepl as 1"lIows, decedent did Ilot marry, was '1Ot divorced and did uot have a child born or adopted arter ",",'uliull "I' Ih,' will!lfr;('red lor probale; was not tlH' viclim or a killing and was never adjudicated incompetent; . ..11~. e_XC(JQtIO!TJ_____...~..._..__,...._________~........_.._..,.. .. ~...____. 19 97 Dt.'\"l'ndl'llt at death owned properly with !lstimutcd values as follows: (If domiciled i1~ Pa.) All personal property (If 1I0t dOl11idlcd in I'a.) Personlll property in Pennsylvania (If nol domiciled in I'a,) Pcrsonal propcrty in Counly Valtl~ of n'All'slUll' ill Pl'nnsvlvania siWaled us folloll's; _..llori(J_.__...,.__~___~~______...._...... $_.70,QjlO,OO $ $~ $ -~----------~--.,_....'.. "'-'-'----'-~---~.-. -..----.-.---, WHEKEFOKE, pelilioncr(s) respectfully requcsl(S) thc probate of the last will and codlcll(s) prcs<'nlcd herewith and Ihe grunt of leltcrs.___te~l!!!lel\ll!.r'y (ll....u\l\wlltnry; adn1il\i~lr"ll{ln c,l.a,; ndminislrnllon d,b,n,c,t,n,) theroll, '1, " a " l2 " " '" " " .11.g 1':l'~ .... ~, '"',ll.. Tj... EO ~ ., Vi --.....'-----~----'..~-~--_._-----_._-~-~--- ~A J, ",,-<,/ ":_.;' -') _/1 ~., ~fa::~~~ __f11~..,-_I'!l..~l!'an .') - 540 Pine Road :::~..-=C-arljsie.P!.\I70 l~_=== ~~.._~-,_.,---_.,._._~~-----,----------.-._- -_.........._-----.....-~-----------.----- __"'",...- __...._. ...u___..._.. __ _~_~______________ OATI-I OJ! PERSONAL REPRESENTATIVE COMMONWEAI.Tll OF I'ENNSYI.V ANIA COli NT\' OF .~ ..m.(~ll_MHlillLANIL I J ,,8 Sworn II) m allit'IJwJ <lnd \uhsi.:rihl'd beforl' Illv Ill\:.- _________ 21st_. d;l\ of ...... ,l~~Ul\RY} C\ l~ 97 'ITb.",-, ~. rJ.,,,..,., p...,. {,e, .l"f':;-'l'j ~. oMary C. 'LeWIS, /i,'!.""s".,. / ~- -1:;"-(.,.-', The pl.!litioll~n'" aI1l)\'l"'I1:lmtd ',\\'eHr(\) or l.lfnrlll{s) that the stntC!Ht.:'ills in the foregoing petition are truu allll nIITl'l'{ \t1tlll hl.-''-.\ OlliH' J...lw\\h.'dgt.' ilnd hclil'f of petitioner(s) nnd that as personal represcow tall\'L'(',) ur 1 Ill' illHI\'t.' di.'LTdCIlI l,ttitioller(s) will \Veil and truly administer the estate l'H;cording to law. I. --. >,. 'J ;J;:-- j /~~&:~~~:~' ..1 No 21-97- 70 . <___~~m'..~~~_,~_.___.______~ Estate of __ C[,AIHiN~~_!~_~I,~.~.!IAI~:L,,~.__._.__~____. I)eceased O"~CR.~E 01. PROBATE ANn GRANT m' LETTERS AND NOW ...____,lI1NlJARY 27 1997__, ill consideration of the petition on the reverse side hereof, satisfactory proof havillg heen presented hefore me, IT IS DECREED tllIlI the instrument(s) dated. ..----9gJ9J:>.!ltJ..'L.JJ!J1.Q_ described therein he admitted 10 prohate and filed of record as the last will of. OllIrenc~.hultl1l!rL___.___._.______.____...,,~_______ and Letters ... TestllJD.enJ.!!.!X____________...___.____ are hereby granted to .__~_ H!ldlI.M~r_l)tzman_.________ FEES PrObate, I.etters, Ete. . , . , . . , . , Short Certlficates( l.j , , . . , . . , . , Renuociatlon ..,.....,.,...,.. ,Jf:P $115.00 $ 3. Ou... $ $ 5.00 TOTAL __ $123.00 .., ..f1.~Nt)I\.~'I, .'n..~,~n.".,... ,,-~ II', ()~ 1..;., '-.~~..l.S!..~I'.4__,J..:. - '" , , P.eghlcr o(WIII, . Frey and 'riley By Stephen D. Tiley #32318 ------.......--.- ATTORNrv (SlI~. l'1. J.D. No.) 5 S. Hanover~ Carlisle,!,A 1701..~ ADDRESS Filed -117-243-5838 PHONE ~~ ~ ::oi!' cr 'j ~8 flJ ~ vra \1T.h '" ,-- '-e. N - , C ~ PI" ;Ii: n (I) .. t., 0 (; g, :tit: W ):i~ U1 , I! , I' " , ' ,i--lil! I:' .I! I ! If ;,r " "I I,' , I' 1'llil,11 , ; i J! _: ,! d\11 '! i', ';:i; 1 I: : '.:j~ I i 1\). . ':11 , : ' " 'f ,,: II i ! I' 'I ',,: III .>, ~ j; 'i;!' i ii' I' ".,: I; Ii' 'i 1 Iii:,: ! III j ! F II I I . I 'I' " "_:1 'Iii, ;i!, !t!i! 'i-; '_,' j i: rl Ii I 'I.' 11,11 ",',' ,', " " ' 1"1" ,1, ,I - II "" I ' :,':I...:"i!.II,i.IIIII' "11..'11. "..,,'1 '.... I. ..i ,'Ii, Ii'" :;'111 ,I I ," I"'" I, " "'I""" ' ". '1'..'...'1111'1 '... 1'111 :. II!I' 1i,'.'li!. .' i.I... "II I: i ':'1 I :' "I" ,'I' ",'1/01' I, ',I " ' I 1.1 i'l 11111.';';'" 11'1111,1 ili :1111'1 !II', 11,1:'11, ii 'lill,1 i"l ;.I:I!!:i:;',': i, i 1';1 i I1I11 i ::I! II 1\1,1 ,:11 .lli ill'" ill'I;1 ,'lli'll :ili I." III I, i I: '" 'I' I " 1:lili: 111:I[IIII':IIIIII~lli!lill!ll! 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LAST WILL AND TESTAMENT OF CLARENCE SIIlJGHART I, CLARENCE SHUGHART, of South Middlcton Township (mailing address: 990 Trindle Road, Carlisle, Pennsylvania l70D), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish IInd declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. I. I direct my hereinaftcr named Executrix or Executors to pay all of my just debts and funeral expenses as S(Kln after my death as may be found convenient to do so. 2. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife. Eua E. Shughan, her heirs (u,d assigns, to the exclusion of my children, provided she shall survive me by a period of ninety (90) days. 3, Should my said wife, Ella E. Shughan, predecease me or fail to survive me by the aforesaid period of mnety (90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in five (5) equal shares to such of the following persons, their heirs and assigns, as shall survive me by a period of ninety (90) days: a) One (I) share to my daughter, Madeline L, Mellou, but should she fail to so survive me then to such of her issue as shall so survive me, their heirs and assigns, per stirpes; b) One (I) share to my daughter, Mary C. Haycock, but should she fail to so survive me then to such of her issue liS shall so survive me, their heirs and assigns, per stirpes; c) One (I) share to my daughter, Hilda M. Bretzman, her heirs and assigns, but should she fail to so survive me then to her husband. Ralph W. Bretzman, his heir~ and assigns, provided he shall sUlvive me by a period of ninety (90) days but should he fail to so sllrvive me then the same shall lapse and be added to the other four (4) shares; d) One (I) share to my daughter, Edna M. Shenk, but should she fail to so survive me then to such of her issue as shall so survive me, their heirs and assigns, per stirpes; and e) One (I) share to my daughter-in..law, Sophia A. Shughan, who is the widow of my son, Clarence Samuel Shughan, but should she fail to so survive me tben to such of her issue as shall so sUlvive me. their heirs and assigns, per stirpes. 4. I hereby nominate, constitute and appoint my said wife, Ella E. Shughart, as Executrix of this my Last Will and Testament. but should she predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my following four (4) daughters, or any of them. as alternate or successor Executrices, they being Madeline L. Mellott, Mary C. Haycock, Hilda M. Bretzman, and Edna M. Shenk, and I further direct that none of them shall be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I bave hereun\{? set my hand and seal to this my Last Will and Testament, written on one (I) page. this I 7 -lL. day of Cn,.l"d't"^--" , 1990. i~~:U3~[.d-J/C~d/;~~- Clarence Shughart Signed, sealed, publisbed and declared by CLARENCE SHUGHART, the Testator above named, as and for his Last Will and Testament. in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses, t~....;- At. ~ A.P-.1 f\'~ D. /?CJ . RQ(,I'" R".. _ l:t~:; , 01 \ii\\\-'';; '9'/ j~N Z' ~'O :36 C\\\U; Cuml)'." \~ \, ,1ft , . L'A '.,1\1" 1- 1'-0 Z .~ 1'-0 () :;E ~ o:t: o:t: '=' ~. t;J:: <( CIl (j )0 E Z \ ~ E-< P ~ ; ~ ~ (:I ,,,< t;J:: ~ .J (: CIl ... I )- Z 0 ~ ~ ~ ~ ~ I <>: () i" ~ z ~ ~ ~ ffi t ~ i"-l Z . Il. ~ ~ iii 0: ~ . ~ o ~ "' <>: ID I: ~ .J f-< ~ o ' 1/1 th () II: <( ~ ::; <>: ~ ~ ..:l .I " roR OATIS Of PlATH AfTER 12/31!91 CHICK HIAI ~?~'~l' INHERITANCE TAX RETURN ~o~::~yU~:~OIT 15 (LAIMID I I ....>IJl~... RESIDENT DECEDENT flU NUMBIR wM:::.~}~)r'~6~1~:I~~!:"'^ (~~T~E R~M~T~~ g~P.;)I~tl)E I(()~J~~;~~~~ YEAR ... .. .... !1(Cf()(NT'5 N'AMf Il"5T.-i!A~i: A"Ni}~il)'61CiNi'Wl-.--'----- -,. ,- ------ - 1f)T(ID;~~ r:~::~(ll~;l:.t~m ~~~~_...,,_._.~~'~~~.~' ~!1.!llt~!!f.!Lgl!lrlJ!1C!T . --I. I ~CcIM ~iCURIT,( NUMftU - o,\lii);Pf.4IH OAf! Of 81~1!1 Carlisle, PAl 70 13 189-09-4943 Jan. 5,1997 Aug. 10, 1898 Cooo' Cumberland '~"'"~~~lii'U'~"No'~o",'_':~"".i'i:fI"I'N';;;'"i'" """." IS6"AI ,[(",,'v ""M'[' (AMI)I"I'fC"VfOI'''.''''''"(HON'' .-=..~-._~__.___. IRl I, OrigInal Relurn [I 2 Supplemenlill !lulurn 1.1 3 Remainder Return (for dele' of death prior 10 12.'3.82) rJ 4, Umlled ellale 1,"1 40, FiJlure Into rOil ComproOiite [OJ 5, Fedoral esfate TaK Return Roquired llor doffu of dMth olter 12.12.821 1.?9 6. Oflc:edent Died Teslole f.) 7, Decedent Malnlalned a living Tru~1 _Q..a. Tolol Number of Sole Deposit Soxe. .- IAlloch copy 01 Will) (Alloch copy 01 T,u"1 ~--._..._- '."LtO,aUPONDENCE AN'O CONFIDENTIAL TAX INPORMATION'SHOUCD'ii-OIRIlCTED TO~"-"-"--~-'---~'------' ~~ ".to. Frey 8~~-;i1ey -"--~--'~---~~ICOM5"S~~t'hNli~~~~er"st'r~~-'--'" . ___.~f ff~~~:~::' ~~;_~~,~~_~=~~_.":::~-~="":::~:L=c~r~,i:,~~:,~ 1_~~-~,=== 1. Reol E'lole (Sched..l. A) II 1 __ __.... .._.__ 2. Sloch ond Bond'15ch.dule B) (2) _~_.. .......__.~______....__ 3. Clo..ly Held S'ocklPonner,hlp Inl....' 15chedule C) 13) ..~__...______._._.___ 4. Mortgages nnd Notel Receivable lSchedule 0) 14 I ___.._,. _.....~_.m_.____~__._". 5, C-alh, 8unk Doposlli & Milcollanoo'Jb Penonel Property (51 _____~.~,l!_~.L005~__._._ ISchedule E) 6. Joinlly Owned Properly (Schedule FI 7. Tronofe" 15chedule G) (Schedul. l) 8. Tolal Gron Allels (Iota I lines 1.7) 9, Funeral Expensel, Admlnislralive C05h, MI5cellaneouI Expenllu {Schttdule HJ 10, O.bli, MOr1goge Uabllitllu, LIens (Schedule 'I 11. Total Oeductions (lolalUnes 9 & 10) 12. Net Value of Eslale lline 8 minus Uno 11) 13, Charitablo and Govornmel'llol Bequesh (Schedule J) 14, Net Value Subjectta Tax IUne 12 minus tino 131 15. luv-1-S00 0( + I',q,,) .. i!i iii ~ ~ ..:5'" b:l~" ~r~ "" z '" ;:: :5 ~ 1t1 '" 16. 17. z '" ;:: 16. ~ 19. E '" " ~ 20. .. SpOIJ101 Transfen (for dCltei of deot~ olter 6.30.94) See InstrucHons for Applicable Percentage on Revers., Sid." (Includ0 values from Schedule! K or Schedule M,) Amount of Une 14 taxable 01 6% rote Ilnclude values from Schedule K or Schodule M.) Amounl of LIne 1.1 taxable 01 15% rate (Include value~ from Schedule K or Schedule M.l Princ:i!'ollox du~ (Add lox from line~ 15, 16 arId 17,) Credlll Spouul1 Poverly (radiI Prior Payments + .3,9011.05 .')- 1',/, L... I ( - I (:' , (61 _~..._.....~~~~_.___ 17).~_~...__~____ (9).___ 20,477.92 (8) _'---'--... 89,005.10 (101 (111 (12) (131 \141 20,477.92 --....--._,~---.... 68,!..2..7---l!L_ -2L..Q.~tL18__ (15) .._..__.____~_.....____ ___.._ ~, ~.= ___6~J~27~}8_m ~06 . ......!t!lJ. ~3. (16) (171 __~__ _x ,15 III (I B) 4,111.63 Discount + . _2.Q5.58 Inlereit (191 120) t,ll1.63 If line 19 h greuter I~on tine 18, enter the difference on line 20. This Is Ihe OVERPAYMENT. 110 Chv(~ hCf~ If vou,mv rl'quusting 0 refund of your ovcrp[1y",cnt,. 21. If line 18 il grQOIOr Ihon line 19, enter Iha diHerflnco on Uno 21. Thl~ I~ the TAX DUE, lA, Enler the Inll!irost on tho bolonco due on line 21 A B. Enter..'.I.le 10101 0.1 l.i.n'....2. .1.. Clnd.. 21.^ un Lilla 2.1 B. T.!liS i1 !ho 8ALANCE DUE, ". . ._____~~.k..E~~_~y~'(obl~ !~~_R~gl.~.r of~~I~~, Ag.n~ :=-==-=--==--~ ~~-:-:B_E suilfTQ.:~N'SWERAI.L\JUESn()NSn()NREVEIlSE5IDE ANpTO RECHESI<.r.\",IH ~;;.cm _ n .. .... Under penolthH of perjury, I declttre thol I hOYf} olwrnined lhi, reI urn, including occomponying schedullll Clnd ~tot(>menls, (Jnd 10 tho bost of my knowledge ond boiief, il is true, (orroct ond complete, I doclme thaI all reol estate hos bMn reported at trvo market yolue Dodoratiofl of proporor other thon IhA personal fepresenlolivo 1\ based on 011 Information 01 whlth preparer ha~ ~ny knowledgo ~iO~IATlijT6fPfRsOt,rifrsP(iNSiiIIE' r'oii-,'iiIN<:lRfllJRN . -- -- ADDRtSS S-It~:~<g;~~(p. ~h)lH;:,Jtj~f>~-U:-~/'I'V-f ~(~"~I~,I:ine Rd., Cnrlisle, PA 1701~i )) 2 :".1<1 5 S. Hanover St., Carlisle, P ^ 17013 0.00 121) 121AI (2' B) 0.00 [jAil Sept. 10 , 1997 [l.\lf Sept. 10 , 1997 Mr." I.~ II f ~. 1'881 SCHEDULE H ,,~:iw;~ FUNERAL EXPENSES, COMMONW"'TH Of "[N""nAN" ADMINISTRATIVE COSTS AND "'m::'~';'Nu',~~[~W:'" I MISCELLANEOUS EXPENSES, Plea.e .1'.lnt or Tvpe EST"'TE"(W~='''~'~=c=._~~~~--~.._~-... ... .... .....--..ljiITE'.NU;;mfll'.'=.""'~_.....-~'~- CLARENCE SHUGHART 21-97-70 ITEM NUMBER A. DESCRIPTION AMOUNT L Fun..al Exp.nl.I' Ewing Brothers Funeral Home, funeral services 6,080.80 B. Admlnllt.atlv. COltl' 4. C. L 2. 3. 4. 5. 6. 1. P...onal Rep....ntallve Comml..lon. Social Secu.lty Numbe. of Pe..onal Rep.e.entallve, Yea. Commlnlons pold 1997 204 - 01 -- 9974 4,450.25 2. Allo.ney Fee. 5,200.25 3. Family hompllon Clolmant Add.e.. of Claimant at decedent's doath Stroet Address __~_______ City __.._~___...__._.__.__.~__~State __ Zip Cod.__ 0.00 R.latlonshlp Probate Fe.s 123.00 MII..llan.aul Exp.nl": Check cleared after death 3,378.00 Cumberland Law Journal, advertising Letters The Sentinel, advertising Letters 60.00 54.50 Belvedere Medical Corp., final blll 6.12 Register of Wills, filing Pa. Inl1eritance Tax Return Reserve to file Accoun t 15.00 11 0.00 500.00 7. I Waggoners' United Metl10dist CI1UI'CI1, memorial fund ~_ _~_~~oners' United Metl10dist Cl1urcl1 Ccmetery, perpetual cH.re______ ...0-____ 500.00 TOTAL IAlso .nt.r on lin. 9. Recapi'ulatianl s 20,477.92 (If mo.e spac. I. n..d.d, in.o.t additional sh..ts 01 lame II...) /<;';-;0 - C' BUREAU Of INDIVIDUAL TAXES ',....tNP.NCI IAH DIVISION III I.'! , UObDI tlANRIUU/ilG, PA II1Z8'0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF R~VENUE ('-.. NOTICE Of INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISAllOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 12-15-97 SHUGHART 01-05-97 21 ~7-0070 CUMBERLAND 101 E_~unt :~I-:t.d - ~ MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ it i!V: i:~iij' EX "iI;:p. f09: 97"i" NO Y i cr"oF - i"N'HEii i;: Aiic i." 'fAX - A"PPRA" is EMENr; -ilL rowAiicE. iiri""". on. - ,. - - - - - -" DISALLIlWANCE OF DEDUCnONS AND ASSESSMENT OF TAX CLARENCE FILE NO. 21 9]-0070 ACN 101 APPROVED DEDUCTIONS AND EXEMPTIONS: ~. Fun~r.l Exp.n'.'/ftd~, Co.t~/H1.c. Expans.. (Schadule Hl 10. Dabh/Hodgav. liabiliti../I.iana (Schedule Il 11. Total OadufJt1onl 12. Nat V.lue of Tax Raturn 13. Char-itabla/Qovarnlllant.l Sequlut.; Non-alact.d '113 Tru.t. (Schadlda Jl 14. Nat Value of Eat.t. Subject to Tal( If an a....sm.nt was i..u.d previou.ly. line. 14, 15 and/or 16. 17 and 18 will r.fl.ct figure. that includ. the total of Ab1 r.turns a.so..ed to date. ASSESSMENT OF TAX: 15, AMount of line 14 16. A.aunt of L1n_ 14 17. AMount of Line 14 la, Principal Tax Dua TAX CREDITS I PAVHENT;, I =:RECElPT DATE NUMBER '04-04-~ A::85356 FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 ESTATE OF SHUGHART TAX RETURN WAS I I X) ACCEPTEO AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estat. \Schadul. A) 2. Stock, arid Bond. (Schedule B) 3. Clos.ly Hald stock/Partnership Int.r..t (Schedul. C) 4. Hartg.eu/Not.. Receivable (Schad!"ll. OJ S. C.sh/Bank Daposita/Hisc. P.rlon~l Property (Schadule E) 6, Jointly (Jwnlld Property (Schedul. F) 7. Transfars ISch.dula G) a. Totel A...t. NOTE: at Spout.1 rat. taxable at Lina.l/el... A rat. taxable at Collat.ral/CI... 8 rat. DISCOUNT (.) INTEREST/PEN PAID (.1 205,58 CHANOED III 12) 131 (4) IS) 161. (7) .OQ.. .00 .00 ..!!..a.. 89.005.10 . 0.0 .00 (8) * 11'.ll.11l I" 11t_", CLARENCE DAn 12-15-97 (9) 1101 20,477.92 NOTE: To inll.wa prope,.. cradit to your account, subMit the upper portion of tht. forM with your tax pay...nt. 89,005.10 ? 0 . 4 7 7 ...!iZ,. 68,~Z7.18 .00 6B.527,18 .00 4 , 11 !..:.!L .00 4,111.63 '~;~r~~~~fA5]:!t~J ==_~==_::~0~f~_~j t_______TOTAL ~UE.~t______.:~o_j ( If TOTAL DUE IS LESS THAN 'I. NO PAVMENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAV BE DUE A REfUND. SEE REVERSE SIDE Of THIS FORM fOR INSTRUCTIONS.) . If PAID AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. .00 ( 111 1121 1131 1141 1151 1161 (17) .00 68,527.18 .00 M .00. M .06. M .15. IlS) AHOIJNT PAID 3.906.05 I. ,'1 " , ';:)(', RESERVATION, Elt,tllt of dHMenh d~ln. ot1 or blfar. DICIIMb." 12, 1912 MOo If 'ny future Intlr..' In thl ..tate 11 trln"lrred In po.....lon Dr ,njov.lnt t.o Cl"1I . (coU,t,r,U bentflollrJ.. of the dee""t Ifter the IIl,lrlltton of tiny I'ht, for lIf. or for VII", thl COllllOnw..lth hlr,bV tlCprlt.h r...rv.. thl rllhl to apPf.ht Ind ...... tranlhr InhlrltatlClI 111(" at thllawful CI.I' I (colletlr,l) rat. on tnv luch future Jnt.r..t. PURPOS( Of HOTICEl To 'yUill thl requlr..."tt of SeoUon 2140 0' the rnh.rlt~. and Elt_t. TIM Aot, Aot 21 of 1995. 0, P.$. S.oUon 9140), PAVHEN11 U.tech tt\Q top portion of thlt HotlClI and Nb.1t MUh your pIV.."t to thl Rtvlltlr of W1111 print..; on thl r.ver.. ltd.. uHtk, ol'Mtck or IIOMV order PIVlllbll tOl REGISTER OF MILLS, AGENT REfUHO eeR), A r.fund of . tall credit, which wa. not r.quI.tad on tha Ta~ Raturn, ~ay ba rlque.tld by cOMPlltlng an "APplloatlon for Refund of p.nn.ylvanla Inh.rltltnCll end Eltate 'elC" (REV-l:U:U. Applioatlonl ".rl evelhbla at thll Offlca of tha Ra.llt"r of Willi, In~ of thl 21 Rlvanua Dlltrlot Offl~." or by calling the .plclal 24~hour ftn.werlna ..rvlol nu.b.r. for for~_ ord.rlngl In P.nn.ylvanla 1-800.362-2050, out.ldl Plnn'Ylv-nla and within 100.1 Hlrrllburg ar.. (7171 717~1094. "DO' (717) 772.ZZS2 (H.arlng hlpalr'd Onl~J. OBJECTIONS! Any party In Int.r.,t not ..tl.fl.d with t~. .ppr.I....nt, allow.nc. or dl.allowanc. uf dlductlon" or ........nt of talC (Including dhcl;l\Mlt or Intar..tI .. .hown on HIl. NoUo. .u.t Objlct within llhty (60) day, of r.c.lpt of thll Notlc. bYI --wrltt.n PI"Ot..t to the PA Dllp.rt..nt ('If Rlvlnue, Board of App'alt, D.pt. 281021, Hl'lrrhburg, PA 17128-1021, OR --.llctlon to have the ..tt.r dltlr.ln~ at audit 0' the acoount r;' thli plrsonal rapr..-ntIUIII, OR --app.al to tt'l. Orphan.' Court. ADMIN ISlAATlVE CORRECTIONS I Fa~tual .rror. dlrooll.r.d on thJ. ......eent .hould b. .ddr....d In writing tal P", Dlp.r,.~t of R'IIIMUI, Bureau of Individual Tal(" , ATTN! POlt A,u".lnt RIIIII.w Unit, D.p\, 280601, HarriSburg, PA 1712'.0601 Phone (717) 117-'505. S.. ..... S of the booklet "Inltructlonl for Inhtrltanc:a TI~ Rlturn for. R..ldant Decadent" (AEV-aOl> for.,. IICphnltlon of adlllnhtrl'ltlll'iY ~orraotabll errors. DISCOUNT I If ."y talC due II paid within thrl' Ul calendar IlOnthl I'Ift.r the d.cadant', d..th, I filiI parClnt (S~I dhaount of thl \8IC paid I. ollow.d. PENAl TV 1 Th. 15% talC MM..ty non-particlp.tlon pan.ity j. cOllputed on the tota~ of the tlIC ItMd Intlrut .......d, and nol paid b.for. January II, 1~96, the flrlt day aftar the and of thl tal( SMnuty Plrlod. Thl, non~PlrUclp.t1on plnalty II appullSbt. In the ulle lI!1nn.r I'Inr.l In till the UIIIlII ti.. pariod ... you would app.al the tal( 'lnd Intar..t that 1'111 b.en unsnd II Indlc.hld on thll noUc.. J NTEREST I Intar..t II charg.d bllglnnlng with first dav of d.llnquency, or nlnl (9) .onths and OM (l) d.y fro. thl dlt. of death, tu tna datI of pay..nt. rax.. which blc... dlllnqu.nt blforl J.nuary I, 19.2 b..r Int.r..t at thl rat. of .h ('X) p.ro.nt fllr annuli calculated at a daily rat. of .000164. All tllICII which b,CII.I d.linqulnt on find .tt.r .January I, 1981 will bur Inhrut tit 1'1 ratl whJch will vary froll caillndar year to callndar v.ar with that r.t. .nnouncld by thl PA n.part..nt of Rev.nu.. Th. appllctlble Inhlrnt rat.. fnr 1982 through 199' ar'l '!!..!!: Int.r..t Rata o..11y Intllr''lt ractor mr Int.r'lt R.t. olllv Inter'lt Faotor 1911 20X .000546 1981 'X .000247 19U 16X .000431 19Aa-U91 ill. .30OS01 19'4 11% .000501 1992 'X .000247 19'!i B% .00051I16 1995.1994 7% .00019l 19.6 10% .000214 19,5-199a 'Ii: ,000241 '~Intar..t It cliouhtld .. folloWl1 INTEREST = BALA~CE OF TAX U~PAID X NUKBER OF DAYS DELINQUENT X DAILY I~TEREST FACTOR --Any NC'Jttca Iuuld aftllr the talC b.co... dellnqulnt will reflact an Int.rlllt calculation to flftllln (l!d day 11 blyo"d thl date of tn. 1lI......nt, If pay.ant II lIaa. after the Interest coaputatlon altt. thown on th. Notlcl, addltlon.1 Inhrllt !lUlt b. calouht.d. fRQPOSED SClIEDULE 011 DISTRIBUTION BALANCE FOR DISTRIBUTION 64,249.37 TOI Issue of Madeline L. Mellott who died November 16, 19941 One-fifth residue of E..~tate ~ 12,849.88 Janice Yorlets 1830 Walnut Bottom Road Carlisle, PA 17013 One-fifth of 12,849.88 2,569.98 Jay C. Mellott 420 Helser Lane Carlisle, PA 17013 One-fifth of 12,649.88 2,569.98 John L. Mellott 1310 Crowley Avenue, S.E. Salem, OR 97302 One-fifth of 12,849.88 2,569.98 Elva J. Handshew 205 Greason Road CarliSle, PA 17013 One-fifth of 12,849.88 2,569.97 Mary E. Zeiger 18 North Dickinson School Road Carlisle, Pa 17013 One-fifth of 12,649.88 2,569.97 TO: Issue of Mary C. Haycock who died June 23, 1996j One-fifth of residue of Estate = 12,849.88 William Haycock 76 Goodhal't Road Shippensburg, PA 17257 One-half of 12,849.88 6,424.94 Joy Trayer 87 Yellow Breeches Road Carlisle, PA 17013 One-half of 12,849.88 6,424.94 TO: Hllda M.Bretzman 540 Pine Road Carlisle, PA 17013 One-fifth of residue of Estate 12,849.67 -3- / ,). .') / (J j / REV-1500 c.. ._.._'..~~~_.~-~j';;L'U'"iiiiONl.Y ....1-1110O F.X. (1-~7) ..c.__...~ _ __~.T_.. . COMMONWEALTI;, OF PENNSYLVANIA llEf'ARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT, 280001 liARRISBUAO PA 17120.0001 RESIDENT DECEDENT couNf/Lon, .. ----;s- _,,_.-----.-:~~__._=.::::..~;:::~:._;.::;_;;~_:;~::::.:::.:_;::;::._;;,.:~:..:::::_;:;_.::.~.;,-..::::=:=...::::::;:__ 14. Net Value Sub eol to Tax Linn 12 minus L1no 13) 15, Amount 01 line 14 t8J(ablo at ll1e spollsal lax ralo 8eo InSlrucllons on pogo 210r nppllcablo porcontago 10, Amount olllno '14 taxablo at 6% rata 17, Amounl olllno 14 18l<8bloaI15'Yornlo 0.00." ,15 (17). 18, Tax Due '10~ i9,CHECK Hl!A~ WVOV AIle f!!9UESTIN!!, A AEFUiW'"OF AN OV~_'!eAVMl!IlT .1- n;>J\)<i.\~~aE$URETO ANSWER ALL QUESTIONS ON PAGE'2 AND RECHECKMATH<<:\"'\"",: Ondor ponallioA of porjury, I doc!oro thaI I hnvo oxamlnod thin roturn, IndlldillQ Rccompanylng schodulos And sllllomonts, Bnd 10 tho bost of mv knowlodgo and bollol, Ills truo, COHoet and comploto, Doclnrollon 01 plopmor olhor 1I1lHllho pO/Donnl foproDOnlll1ivQ is basad on alllnlotmaUon of which preparor has ~"y knowlorJgo, __. &1 RE Of P .Af) EBf'ON5IOLE f;2R fll-lNO Ill:llJRN Aonnr 5!l Of-CEDENT CHECK APPRO. PRIATE BLOCKS CORRES. PONDENT RECAPIT - ULA TION TAX COMPUTA- TION FII.E NUMBER ~?^~? N~j>" DEGEDENrS NAME (lAST, fIl1ST, AND MIDDLE INITIAL) DEl'E , KA'IHl.E!'N ^ SOCIAL SECUAITY NUMBEn--'-JOArI;-or.i>>;-Aiii---.--.------rUATEOf BIITiH---------,.. 268-09-0'!3'L-.__ -9J.1J~L'_-_"_"-_~t)7. 2~/1913 .. V""Sr.~N~ .:1J1JiiJNJ~I,~\\8POUO'" "A~' (I Anl, SOCIAL Sr:CUI1ITY NUMOEI1 THIS AETUAN MUST BE FILED IN DUPLICATE Wlni THE REGISTER OF WILLS -------]-.. --.---..-.------- ----...lr"=;;"".n.;;;'-' . 1. Orlgln,,1 Retuln 2. SupplOloontal Rol\lrn . (dill of dulh flllor In i2-13~12) ..,. fullltllnllrllllComfHomlU t4, UrrV10d EslalO ' Id"lnl dull! .'Illt 11-11-"') 5. Fodori'll EAtalo Tax Rim, Rcqulrod 6 nleltllnl Dlld Tnllll 7. )1lr.IlQlnl Mllnl.lnld 11Ivl~O lw" 1 0 T I I N I SID II Bo '(AlllohCQflVDIWHI) Alllr;hr,oflyofTru'l) . 08 0,0 80 OpOS )(09 9. .UII allon" ocoods Rocclv d 10. ~~OlJ"'lllnv.rlY C"dll (dill 01 dlllh n,IwII" -n 11. r IIIt.11l1/1 10 loUt under 8110. D I 1:J(A) , .rr , . o. . _ 1-~l"~I~ndH-~M . ,__~~.w.Ol... .. !Ij!!J!!!QtlOll ~U8T Ill! (:(It.Ie\Pl!D ALL CORRE$PONOEHCE" CONPLDEIITlAl. TAl< INFORMA'T1ON .wOUlD llI! I)lJlI!(l'tl!O T(lt ' NAME COMPLETE MAILING ADDnESS JUDY C SI.CW\KE.!L. P 0 lJOX 668 FI~M NAME (II Appllcablo) Cl\RUSLE, PA 17013 OOYFR & RI~ TElJPHONE NUMBER 717-2_49-34~4 1, Aoal Estalo (Schedulo A) 2, Slocks and Bonda (Schodulo B) 3, Cloncly Hold Corporallon, Parlnorshlp or Solo-Proprlelorshlp 4, Mortgagea & Nol... Rocelvablo (Schedulo 0) 6, Cash, Bank Daposlts & Miscellaneous Porsonal Property (Schedulo E) II, Jolnlly Ownod Prop9l1y (Schedule F) 7, Inler-Vlvos Translors & MlllCollaneous Non-Probato Property (Schadulo 0 or L) (1) (2) 3'01~~ None None OFFICI~L USE ONLY ::0:"0 . ct> (t) f') 1(10 -, 1B ;.>: ~ (3) (4) I CO 56,199.'00 14, 620~ O? j;;::. 1.857,555.00 (5)__ (6) . -u N ()\ ..,. ,.."~ (n'\) .~. (7) 9, Touol Groo. MAlia (10101 Uno, 1-7) 9, Punersl Expan99s & AdmlnlsllaUve Co,I'I'Ch,',', HI (9) 10, Debls 01 Dooodonl, Mortg, UablllUes, & Lions (S,h, II (10) (0) 37,716.00 10,944,00 1,931,392.0.'2.. 11, TolalOedllcUon. (Iolal Unos 9 & 10) 12, Nal V,'u. 01 Ellal. (Uno e minus Uno 11) 13, Charllablo and Govornmental Boquo,ls/Soo 9113 Trusl' for wblch an olectlon 10 Isx ha, nol boon modo (Schodulo J) (11) (12) 48,660.00 1, 882, 73?.. 00 (13) None (14) 1,882,732.00 ".:2_ (15) 1,082,732.00 " 112,964.00 ,06 (16) 0.00 112,964.0q_ {, Sc.->e Scl100ule attachoo DATE 5'5.Q8 --_.~-- :pl~/ (~"J)t)::AN P""'N'ATIV' 16001 N , C ytlght F m. SOltWIIII Only, 1(191 Nlftr,O, tne AlHHH.!l!i DATE 'I. ';<~i Y'P P 0 !lOX 668 ---,------_._--- CAHLISLll, PA 1'7013 , , , , M REV-11lOO Ex (1-97) D~~8!!1'. _CQm.m~.l.!JI.!ldre..: STREET ADDRESS Pogo 2 215 'mOO CIHCl.J~ CITY ClIRLlSLE TllX Paymenl. and Credll.: 1, To>< Duo (Pogo 1 Uno 10) 2, Crodlt$/Paymonls A, Spousal povorty Crodlt __ 9, Prior P.ymonl$ C, DI9COunl I BTATE PA ~ 17013 (i) 112,964.00 80,000.00 4,000.00 Tolsl Crodllo (A . B + C) (2) 84,000.00 3, InlolosVPonalty II appllcnblo D, IntOlOSl e, Ponal1y Totallnloro,VPonlllly (D . E) 4, IllIno 21. grostor Ihon IIno 1 + IIno 3, Ol1lor Iho dllloronco, lhlo Is tho OVERPAYMENT, ChllCk bex on Page 1 Un. 1910 ,equ..\. ,.lund 5, II II no 1 + Ilno 3 Is g,oslo, Ihsn IIno 2, onlor Iho dillerenco, This I' the TAX DUe, A, Enlo, 100 Inlorosl on Iho tax du.. 9, EnlOllOO lolslel UI1e 5 . 6A, Thlo I, tho BALANCE DUE, Moke Chock 10: REGISTER OF (3) 0.00 (4) (5) 28,964.QfL (M) 0.00 (lt9) 28,964.00 PLEASE ANSWER THE BY PLACING AN "X" IN TIlE APPROPRIATE BLOCKS 1. Old decedent make 8 transfer nnd: Yes 8. retain tho U90 or Incomo of tho property lranslerrod; . . , , , , . , , , , , , , , , , , , . , . . , . , , . , , , , , , , , , , , . b. fetaln tho rlgh110 doslgnato who shall uso ttlO proporty Iranslorrod or Its Incomo;, . . . . . , , . , , , , , , . , . O. retaIn a revurslonary intorost: or. , . . , , . , , , , , . , . , . , , . , , . , . . , , . , , , , , , , , , , , , . , , , , , , . , , , . , , , d, ,..,,,Ivo Iho proml'" Icr 1110 01 olthe, poymonlB, benellt, or cor07, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 2. If death occurrod on or belore Docombor 12, 1002, did docodont within two years preceding death tran~for property without receivIng adoquato consldoratlon? II doalh occurred ahor Decomber 12, 1982, dId docodonltransfcr proporty within one year of doath wllhout receiVing adoquatll consldmallon?, . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , , . , . , . , . , , . , , . , . , . , . ,. ~ 3. Old docedont own an "in trust lor" or paynblo upon doath bank account 01 socurlly at hi. or hor dOOlh7 , , , , " " " , , , , " " , " , , , , , , , " , , , , , , , , , , " , , " " , , , , , , , , , , , " " , " , , 41 Old docedont own an Individual roliromont account, 8nnlll~y, or othor non-probate property? . , , ,. , " , . , No ~ ~ o @ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P,S, 19118 (0) (1,1) (I) provldod lor Ihe reduction 01 Iho tax rstelmpeoed on Ihe nol voluo of trsnolOfsto or for Ihe"se 01 the o"rvlvlng opou"" I,om 0% 10 3% lor dsto. of doslh en or snor July 1, 1994 .nd beloro Jon",ry 1, 1995, 72 P,S, 19110 (a) (1,1) (II) provided lor Iho roducllon 01 Iho rain Imposed on Iho nol vol"o 01 translors Ie or lor Iho USO ollho ,urvlvlng spousolrom 3% 10 0% 10r dales of dbalh on or 811m ,January 1, 1995. Tho stAtulo does nol oxomql a lranslor to 8 slllvlvlng spouso ham lax, ancllhe statutory roqulromentA for dloowsuro of ISsets and filing a III( return tUO sllllappllcablo ovonlf tho surviving spouso Is tho only bonollclary. FOR DATES OF DfJ\TlI ON OR AFTER JANUARV 1, 1996.. PI"Rse nn,wor Iho following quo,lIon by plnclng on "," In tho npproprlole .psce, Old th. _edent o,oalo . tru.t or similar "nng.mont whloh 10 seloly to, th. surviving opeu.o'o bonollt ler hi. 0' h., .nUr. 1I101lm.7 V.a 0 Nejg: If you answerod ves to tho abovo quosUon, tho lID( on tho lrust or similar nnongomonlls postponod unllllho doath ollho socond SPOU80, 01 which lime II wUl be fullV taxable at tho rate(s) nppllclblo 10 tho tomalnder oof\OlIclnry(ios). Enlor lhe valuo of lhotfust on Schodulo J, Patlll, In ordor to removo It from IhG caklulatlon of tho tax dUB In this 09llto. You may wish to 11I0 Schedule 0 In ordor to mako tho olocllon available undor Section 9113. If tho olecllon Is made, Ihol,,,,t or $lmllsr srrsngomenllo lSJ<ed In tho o.lsto ollho Ilrsl decodont 'pollse, Iho po~lon 011110 In,st or similar nrrangomont whloh benolllolho surviving opeull8l' loxod al Iho zoro ISJ< rsle, snd tho rornllndcr lotaxod altho roto(o) nppllcnbla 10 tho romslndor ool1ollcl..y(le.), II you choose 10 msko Iho olectlon, you ""sl a"soh Schodul. 0 10 s tlmely-lIIod lax relllrn, 010119 wllh Schedlllo(,) K ondlor M In ordor 10 show the oppo~lonmonl ollhe Iruot or ,Iml..' llJTangomont OOlWoon 100 surviving OpOLl"" and Ihe rom.lnder bcnollcIRry(loo), 1 PA15002 NTF 10810 Copyright Form. Sotlw..re OnlY, 11197 Neloo, Inc. J\thmta {.\ntiqlu~ 8.: '@ztntc 1fIiquioatl1rs Page 2 Appraisal of Kathlecn Dete Estate Living Room 1 Curio Cabinet wi glass front & sides, 60"1-1 x 18" W $400 2 wooden tray tables $20 2 brass floor lamps 48" H (swing adjustment) $100 1 table lamp . $30 3 upholstered chairs with wood arms $250 2 wooden chairs w rush & cain bottom $90 I wooden side board 68" w $200 1 wooden trestle table w marplc top 24"X 18" $200 1 TV Stand - modular . $10 2 rush stools $40 1 sofa 78" L 7 ycars old $150 1 wooden china cabi'nct wi glass doors 72" 1-1 $500 1 drop leaf table 48"x36" poor conditon $100 1 wooden bookstand $50 1 drop leaf silver chest, modular construction 7 years old $40 1 silver plate tea set 50 years old pOOl' condition $175 1 mantle clock $75 1 20" color TV 15 ycars old $50 1 VCR plaYf(r 10 years old inoperative $10 The total appraised value of furnishings and clothing from the Property of Kathlecn Dcte is $6455.00. If( can be of further assistance to you, please feel free to contact me. ~ Bp~Ut~ )ddyth Friedman ' Owner Atlanta Antiquc & Estate Liquidators (.;:~~ ' r Notary Pub Fulten County, G.nr~'. ~,ConvniQl [)cp1rs. Mal 26. 1098 REV-UI09 EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE '(A)( RETURN RESIDENT DECEDENT ESTATE OF KA'lffi.,EEN A DEI'E SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-1997-860 II .n ...., w.. m.de lolnl within on. VNr et th. d.c....nl.. dal. 01 d.ath, II mu.' be reported on Sohtdule O. SURVIVING JOINT TENANr S NAME A 1m J OErE III ADDRESS 2032 OlD FORGE WAY MARIEll'l'A, GA 30068 RELATIONSHIP TO DECEDENT BOO . JOINTLY-OWNED PROPERTY: LE"I:'A DATE DESCRI:r110N OF PROPER~ . %OF DATE OF DEATH ITEM FOR MADE Include name 01 Insnclalln.tllullon and bank DATE OF DEATH DECD'S VALUE OF JOINT scocunl number or slmllor IdonlllylnQ nUMber, NO, TENANT JOINT Msch docd lor lolnllv-held rool OSlslo, VALUE OF ASSET INTEREST DECEDENrSINTEREST 1 A CO OF A:LLEGIEN'i AIRPORl' REV 5,191.00 BOND SERIES 1988 0 2 A TlME SHARE- WEEK 15B, UNIT 203 2,500.00 BlOO 203A RM 02203A FAIRFIELD KINGSGA'l'E WILLIAMSBURG, VA 3 A Dl\lJPHIN DEroSIT BlINK CKG Accr 1,313.00 , #28-26897-0 4 A FINANCIAL TRuer ClII!X:KING Accr 5,616.00 #447307 - TOTAL (AIAO enlor on line O. Roo.ellulallon\ S 14 620.00 7 CPAVl N," 10000 (II more spsco 10 noodod, In.erl oddlllonol ohGolo 01 tho oamo olle) Copyright Forml tiDHwart Only, ltll1 N.lco, Ino, ,,'t'~'?l\ ,,,,~>>o: COMMONWULTl4 OF PfNNIWlVANIA DEPARTMeNT Oft neVl!NUe BUReAl) Of! INDIVIDUAL TAUS cu;:rf, 280&01 HARRISBURG, rA l7lU.OIIol ~lv.n4f Ek \:l-t'l NOTICE OF DECEDENT ACCOUNT STATUS ----~~ NAM!:: (Cllsif"--.~~--'-" ..,~._~_....__._~, --.-. - . .~-.,---. (r.ir"51) ""'_._n .n"___"'--~_.'--'-'---------'-(MTddlOiOiifillr-- DRrE K1ITHI.,~~I,;N A DECEDENT SOCiAT-SECO'i1iTVNU];1(jER-OnjEcEoENF''''- ---- -.-...--...... ...,' .....---...-....----------,----- :;- INFORMATION,_._ 260.:-~9-9.~~.9.. ___-=-...._.____._____ .m___....__ ~~:~: DEATH (M~~~ (~t___.~YO~~_ ADDRESS OF DECEDENT: CITY COUNTY 215 'I'ODD CIR CARLISLE CUMBEHLAND NAME OF FINANCIAL INSTlTUTluN DAUPHIN DEPOSIT BANK & TRUST Al5151mS"S- .. GlTy...---.---.--------$1'Arr--- -ziPc~5E--'-' PO I30X 2961 IIARRISIlUHG PA 17105 fEITPrmN"IfNUMoEA----------.-. .m_____.____. __"__m .....-...ITchcici\-6ioCkif."imnQr.;,-di1,oss.cl1ongo--.....-- (717) 255-2054 _ TYPE OF ACCOUNT. I ACCOUNT NUMUER Q Jolnl Sovln~~__-K! ~OInl_~~ock~._... __IJ. _~~2!.'!:'1 ror' [I ,lolnl..T'~~~ C""'II'n.~),_. __2026097..0 .__.__ ~ __. ACCOUNT BALANCE (InclUdO Inlo'esl 10 dnlo 01 donth) 10111GINAL DATE ACCOUNT WAS E~TABLlSHEIJ ..- .._s..2..162~.R_______~_._____..__ ____ .______lQ/J)U72 ..__ FINANCIAL INSTITUTION INFORMATION ACCOUNT INFORMATION PLEASE ATTACH COPY OF SION~TUAE C~AO IF AVAILABLE JOINT SURVIVOR! BENEFICIARY INFORMATION JOINT SUR'IIVOR! BENEFICIARY INFORMAIION JOINT SURVIVOR! BENEFICIARY INFORMATION JOINT SURVIVOR! BENEFICIARY INFORMATION ACCOUNT T!TLE AS IT APPEARS ON SIGNATURE CARD OR CEfHlFlCATE OF DEPOSIT I<ATHLEEN_A...PJi1,'lL~(L.kfP.L.D.!;;'rl!:..)U_.._ __________ PLACE CHECK IN BLOCK Br:LOW IF ACCOUNT WAS ESTABLISHED BY A TRANSFER OF FUNDS FROM ANOTHEI1 ACCOUNT THAT WAS R~GISTERED IN THE NAMES OF THE SAME JOINT OWNEI1S AND llilE.BJjjJ;,.DA~8W..f.S.1'AlllJSl:l<.Q. o Rnllovor Accounl..Dl1lo OriginAlly E!\lllbhshod _. ___.. ~_n _. _ _.._ _ ~ Nsme (Lo.l) (FI'SI) (Mlddlo Initial) DETE __~~ J ADDRESS ;;<;T~032 OLD EORGlU'IAY CITY MARIE'l'TA RELATIONSHIP TO DECEDENT' SON NAME (Lasl) OFFICIAL USE ONLY ---,-- PERCENT TAXABLE STATE ZIP CODE GA 30068 SuRii"MJR'S SOCIAL SECURITY NuMBER 173-38-5416 -- TAX RATE (FliSl) (Middle Inillol) OFFICIAL USE ONLY PERCENT TAXABLE ADDRESS ciTY iiPCODE -TAX RATi:- STATE RELATIONSHIP TO DECEDENT SUIWIVOR'S SOCIAL SeCURITY NUMBER NAME (l.oSI) (nlSl) OFFICIAL USE ONLY PERCENT TAXABLE (Middle Initial) ADDRESS CITY STATE ZIP CODE --TAX RA1~Fi- RELATIONSHIP TO OECEDENT -SUI1VIVOi1"$SOCIAL SECURITY NUMBER -- NAME (Last) (FIlS!) (Middlo Inllial) OFFICIAL USE ONLY PERCENT lAXABLE iiOOI1ESS CITY STATE --=-.---.--- TAX RATE ZIP CODE HwitloNSHIP TO DECEDENT sunviVOI1'S-SOCIALsE'CURITYNUMOE 11 ---- -- -- I cerlllv thl' the Ibov. Informallon Is true, corroct and completo, rAME OF PREPAR~R.PLEASE PRINT ----TTELI:PHONE NUMBER -jT~' I AMY ~ HAIYOR ___.___....._L~...".7~}.~.~5-20~~________ 01/23/9~_____J r.O~HntM:'L Tl4 OF P(HH$YLIJ'NIA DtP''''r<<:N'f 0" REVENUE .~UU OF INDIVIDUAl ''')([5 DEPT, Zl0601 "'RAISlURO, ~I" llUI'.Oftfll * INFORMATION NOTICE AND TAXPAYER RESPONSe ~ILE ACN DATE NO. 7.1 9711,3760 10"11,-97 HY,",,_' f. II' H.tll EST, OF KATHLEEN A DETE S.S, NO, 268-09-0439 DIITE OF DEIITH 00-05-97 COUNTY CUMBERLAND TVI'E Of ACCOUNT [J SAVINGS [X] CHECKING o TRUST o CERTIF . LEO J DETE 215 TODD CIR CARLISLE PA 17013 REMIT PAYMENT AND FORMS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 fINANCIAL TRUST CO hn I1rollld.ff 'h. r'IIir'lIrtlllant lofltl1 tha In'orrlllltlon lI~hnl h"lolof which hu bun u,.d In clolClul.Unta the pobnllal hI( du., Th.dr rUQrdll Indlcatn \hllt lit Hilt du\h of the IIhov. dtllc*dll.n\, you wtlnl " joint own.r/htlntlflclery of thh eceoun\. If you ,..1 'hh Inforlll.tlon II Incorr.ct, phllu obtllln wrlthn corrlltctlon 'rnlll the f11\/lnc:l.i In.tltution, IItheh a tlOpy tn '''.'lI- ,.U'. ""It r"'t\l~" It to:> th.. flt-,,:,U. "o:I"r'lt", n,I. fI'1"'.""""\ It '~"I!t'ol" ''1 ,.rr.,nhIt1"" ..Ith th" In".rlten". T!lM L"wt af Hlo r;D"III~nll.,tl\h of Penl\llllvanle. Ountion. II.)! be ,,",w.r.d uy cIIlIlng (7\1) 7"'7.f1~U. COMPLETE PART 1 BELOW N N N SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS A...unt No. 441307 Dote 09-01-67 Estllblhhod A..ount Oohn.o 11.230,66 Por..nt Toxoblo K 50 , 000 - Amount Subj.ct to Tax 5 , 6 i"5:33- Yox Rot. 'x ,06 Polonthl Tox Duo 336,92 pm TAXPAYER -RESPONSE [I] "F(!XLURETORESFONDWXLL~~!..!.!! ANOF.F~~~A>:. ASSESSMENT BASEl! ON THXSNOTXCE] .., D Yhfl Ilbove I,,'orllltltl<ln lInd hll( dIll II corrlct. 1. YOU!llU choOI. to rult plly",enl \0 thl Rlglltllr of 1011115 with two cordes at this notice to obhln It dllC',tJunt or ....old Intflfl.t, (\r you Ill")' eh.<Jk llllM "A" I',"d r.turn thll notice to lh. Reghhr of willi. find tin offlclBl 11I111111I.1'\ will hI InulI(j hy thl flA nlpeftllll"t 01 R....."IIII1, To Insure proplIr cr.dlt to your nccount. two (2) copllll of ttd, 110\(C8 IIIl1lt tlCCOlllflllny yOllr fllIy""nt to th. Reght.r of 10111111. ""k. check plIYllble tOJ '"RI"lIhr of Wills, Allent.., HOTEl If tn!( plIylllllln\!l. IIr. IIIBd. within thr.. tll IIIllnths 0' th<ll tlecllden\'. '[hit. (I' u.uth, 'lOll "'''y d.dllct II ~:.: d Ilcount Ii f lh. \l'.M due. Any Inhtlrltlltlc. \IlM dIll "1111 beea.,. d.llnqullt\\ nlnu (9) 1II0I,\hs !lftor lhe dlltll of duth. [ CI1ECK ] ONE BLOCK ONLV IL 0 The IIhoV8 1I11111t 1-1115 illUIn or ..Ill b~ r~portDd "nd tllM 11Idd with tho p(lnnl~dvllnlll Inhorltaf1c8 talC ,.turn to b. ,Ulld by thl! daclld."t'l fClprollllfltntlv8. C. 0 H1e BUOV. Inlor",,,,lof'! I, Incorr~ct lInd/or d~h\, nnd ollouctlonl ...oro paid by )'uu. Yau IIIUlt ~olllpl.h I'ART CD flno/or PART [~J bIlow, If'you IndlGat. a different tax rat., plnasA stet. your r.l.tlonshlp to doc,.dent: c",.:.: ... ,OFFICIAL USE' ONLV DMf! .>PA DEPARTMENrioF...REVENUIl",.i .' PARl' ~] TAX Rl:.TUIlN - COMPUTATION OF LINE 1. Dolo Estoblhhod 1 2. Account Oalance 2 S. P.~c.nt Taxable 3 4. A~ount Subject to Ta~ 4 S. O~bt. and Deduotion. ~ 6. A~ount Tax~bl. 6 7. T.~ R.ta 7 8. Tax DUM 8 TAX ON JOINT/TRUST ACCOUNTS PART ~ DATE DEBTS AND DEDUCTIONS PAD. '1' .2._~_ ,.,.: H~> 5 6. 7 8 CLAIMED ~~ ~1 x .....- ':,:;"::::: ::;:i;::::i:!l ':'.' ' ":.: ',,'., -- ---~~ ,. - x - '."'..'.".:'.':"." ,. , ,." .-----... - PAID j I'AVEE .= DESCRIPTION AMOUNT PAID ~\- TOTAL tEnt.r tm lina 5 of Tax COlllPuhtlon) --~- . - Under ptlnaltl.. of parjury, I declare that the tach I have reported abollA .r. true, corract and cOMPlete to the b..t of lIy knowledge and bell.f, TAXPAVER SIGNATURE . REV-1510 EX. (1-97) ~::JM~ SCHEDULE G COMMOhlWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHREt~Jt~rfTEri~E~i~RN MISC. NON-PROBATE PROPERTY -.-:=.---=-,...::::=.. "---=--:::=---- ESTATE 01' FILE NUMBER ~ A 0El'E - This IlChodulo Inust be oolnplotod snd filed II tho ansWet to ony of quosUons 1 through 4 on Iho rovotso sldo of tho REV-1tlOO COVER SHF.ET la yos, 21-1997-860 RIPTION OF PROPERTY %OF EXCI.USION E OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF T~BLE VALUE TO DECO & DATE OF TRANSFER, OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST AP~LlC~BLE\ I gifts within 3 years 0.00 CE roRP 2,455.00 CAN HGIE PRODUCl'S 32,850.00 roRP 18,831. 00 roRP 7,156.00 OOLDING 9% 107.00 IN1'L INC 22,813.00 . PARmERS 75,422.00 ISLE ros '132,142.00 RP 40,397.00 14,304.00 , row 235,692.00 IND mc 2,324.00 . FINANCIAL row 14,065.00 IA PACIFIC roRP 18,913.00 INDL TFnIS INC 6,184.00 . IAL OIL LTD NEW . 16,041. 00 FINANCIAL mc 15,402.00 . QlARI'ER INo:ME 'mUST 14,766.00 , mc 2,844.00 lA INC 33,688.00 . ntinuation page(sL 551 159.00 TOTAL (Also ontor on IIno 7, RooRpltulRtlon\ $ .--- 1,857,555.00 ITEM NO, ___'_0.- DESC INCLUDE NAM RELATIONSHIP ATTACH COPY l Gift taxes or of death 2 80 SH AlJ.J!l:lIAN 3 400 SH AMERI 4 200 SH l\MJO.) 5 200 SH A'IMEL 6 1 SH AVATAR 7 400 SH BAJcr'E1l. 8 1500 SH BUCKE'iE 9 17316 SH CARL 10 300 SH CITICD 11 256 SH 011 GROUP 12 3324 SH IXlVER 13 56 Sll DRESSER 14 485 SH FULTON 15 200 liB GEDRG 16326 SH GlDBI\L 17 300 SH IMPER 18 453 SH KE'l&'fOOE 19 1500 ur MFS 20 121 SH MEDPARINrnS 21 400 SH MJIOOO Total fran co 7 CPA01 NTF "". Copyright Forml Soflwa,.On1v, 11187 N.lco, Ino. (If moro SpOCO Is noodod, Insott additional shoots 01 Iho sarno slzo) EstatE! of: :KAl1iLEI!N A DEl'E saII!OOLE G -- Inter-vivos Transfers and Non-,Probate Property % Of Date of Death Deod's Value of Asset Interest Exclusion Taxable Value Page 3 21-'1997-860 Item No. Description 37 FAcroR .21560410 38 300 GNMA POOL 7222 9% OOE 10/15/2016 FAcron .28284171 39 CASH-FAHNESIOO< !+IF ITEMS 1-38 WmE PARI' OF '!HE KA'IlilEEN A OEm LIVING TRUsr 40 TRllNSFmS Wl'IHIN ONE '{FAA OF OFA'lH IAUREN wmNER 9,145.00 127,575.00 5,000.00 56 ANNE K 1<<)I,"Iro 'IOl'AL. (Carry fOIWard to main &lCheclule) . . , . . . 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00 10,000.00 261,720.00 41 HIllIRY WE1lNm. 42 !lRI:lIDT\N OEl'E 43 ANDREW OEl'E 44 .mlNA SHANK 45 MIOlAF.L WIrJoI1INN 46 JUUE wn:MANN 47 SPENCm NOOK 48 C'AITLYN NOOK 49 PA'lRICK NOOK . 50 LED J OEl'E III 51 GEDOOE OEl'E 52 G EJ:.I.m SHANK 53 MARY wmNm 54 RITA D. WIIJoI1INN 55 KA'ffiRYN A NOOK ',\1,', , Fahnelloc~ & CO, Inc. /9 Drookwaod Avenue ;,',;'/ Sulle /03 ' . Cnrlille, ell /70/3 (7/7) 2411-2818 ; ',' , ': ;':,,/'r, ~,v ,.. (717) 697.2878 (800) 992.2818 (7/7) 249-9325 FAX Members of AIi Principal Exchanges FAHNh"'8TOCK F..fTA/lI,IS/lIi/l 1111/1 -- '.' ' :-" , , 1 November 18, 1997 Leo Dete 1lI 2032 Old Forge Way Mariella, GA, 30068 RE: Date of Death Values: Kathleen Dele Dale ofDeath 8/5/1997 Dear Leo: Listed below arc the prices you requested for your mother's account: Company High Low Close Allegiance Corp, 307/8 30 1/2 30 11/16 American Home Products 83 1/8 81 1/8 83 Amoco Corp, 95 93 5116 94 5/8 Atmel Corp, 36 11/16 347/8 36 1/8 Avatar Holding 9% 10/1/2000 107,18 Baxter Int'I. 1nc, 57 7/16 565/8 57 1/16 Buckeye Partners 50 3/4 49 13/16 50 11/16 Carlisle Companies 42 9116 42 42 5116 Citicorp . \359/16 1333/4 134 5/8 DII Group 573/8 54 3/8 57 1116 Dover Corp, 717116 703/8 717116 Dresser Industries Inc, 4 I I 5/16 41 1/16 41 \3/16 Fulton Financial Corp, 29 3/4 28 1/4 28 3/8 Georgia Pacific Corp, 947/8 94 1/4 943/4 Global Indl. Techs, Inc, 19 1/8 18 13116 19 Imperial Oil LTD New 54 1/8 5213/16 53 15/16 Keystone Financiallnc, 34 1/4 33 3/4 341/8 MFS CharIer Income Trust <) 7/8 <) 13/16 9 7/8 Medpartners Inc, 2313/16 233/16 23 5116 Motorola lnc, 84 15/16 83 1/2 835/8 PNC Bank Corp, 44 13/16 43 15/16 443/8 Teppco Partners L.P, Units 495/8 493/16 49 5/8 Vlshay Intertechnology Int, 27 7/8 27 3/16 279/16 Wltco Corp, 467116 45 5/16 45 15/16 The following p~ces are bids: Per UNIT First Trust Mun Bd, Mullist Unit Comb. Ser 56 P A Tr 17 Semi 454,75 First Trust Insured Mun, ad 22 UI. Multi St. P A Comb, 72 673.29 First Trustlnsd. Mun Bd. 30 UI. Multi State P A Comb 88 . 733.85 Investor Mun PA Unit Trust Unit 2nd Ser. 424,08 Mun Invl. Tr. Fd, 17 UI. PA SOl' 203,54 PIMlT 5th . 707.47 PIMIT 59 232;36 PIMIT 61 255.40 . II PIMIT 97 752,71 Philadelphia PA Auth, 6.50% 1/1(2017 87,00 If I can be of further assistance, please lellllcknow. Str-lncCrely,. _ . .( /C~~~<. . " . ,..--1.0 " George A. Sneed Senior Vice Presi.dent .,. LAST WtLL AND TESTAMENT OF ~~ A. DE~E I, KATHLEEN A. DETE, of the Borough of Carlisle, cumberland County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former Wills and Codicils made by me. fIRST: 1 am an unremarried widow. I have seven chlldren: Anne K. Kostro; Leo J. Dete III; Mary D. Werner; G. Ellen Shank; George D. Dete; Rita D. Widmann; and Kathryn A. Nook. These persons are described in this Will as "my children," or as "a child of mine." SECOND: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property to such of my children who are living at my death to be divided equitably alnong or between them as they may determine, or, if they are unable to agree, as my Executor shall determine, after considering the wishes of such children. I have complete confidence that my children or my Executor will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. THIRQ: I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, to Leo J. Dete III, Trustee (hereinafter called "Trustee" and referred to in the b,; ~ 12-.., C~, ;.ytC- -1- singular neuter gender) under my Trust Agreement dated Septem- ber 15, 1989, IN TRUST NEVERTHELESS, to be held, administered and distributed in the manner provided by the terms of said Trust Agreement. Should the aforesaid bequest to Leo J. Dete III, Trustee, fail for any reason, I give, devise, and bequeath all the rest, residue and remainder of my estate, real and personal, in equal shares to my children. If any of my children should predecease me, their share shall go to their issue, per stirpes, or, if they fail to be survived by issue, their share shall go equally to their brothers and sisters, or their issue, per stirpes. FOURTij: If any share hereunder becomes distributable to a beneficiary who has not attained the age of twenty-five (25) years, then such share shall immediately vest in such benefici- ary, but notwithstanding the provisions herein, a Trustee, to be selected by my Executor and to serve without bond, shall retain possession of such ahare in trust for such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income ar.d principal of such share as such Trustee deems neoessary to provide for the proper medical care, eduoation, support and maintenance in reasonable comfort of such beneficiary, taking into consideration to the extent such Trustee deems advisable any other income or resources of such beneficiary .~~-, tl. ~ -2- or his or her parents known to suoh Trustee. Any inoome not so paid or applied shall be aocumulated and added to prinoipal. Suoh beneficiary's share shall be paid over and distributed to sUCJh beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her exeoutors or administrators. I recommend that such Trustee consider dis- tributing all income from such share to such beneficiary when such beneficiary attains the age of twenty-one (21) years. FIFTH: If any beneficiary and I should die under such circumstances as would render it dDubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this my will that sald beneficiary predeceased me. lll'1ll: (1) I name as my Executor, my son, Leo J. Dete I I I. I direct that my son, herein referred to as my Executor regard- less of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) If Leo J. Dete III, or any suocessor as herein defined, should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity, the suocessor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by Leo J. Dete III or, if he fails to act, signed by or on behalf of a majority of my then-surviving ~'"L~i~n a. ~ -3- ohildren, or, if they fail to act, by the court havinq 1urisdic~ ticn over the probate of my estate. (3) For services as Executor, my Executor shall be entitled to receive reasonable compensation. ~VENTH: (1) I give to any fiduciary named in this will or any Codicil hereto or to any successor or substitute fiduciary all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created in this Will or any Codicil hereto and until the completion of the distribution of the assets of such trusts. (2) My Executor shall have absolute discretion, but shall not be required, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Exeoutor believes has had the effect, directly or indirectly, of prefer- ring one beneficiary or group of beneficiaries over others. In determining the federal estate and income tax liabilities of my estate, my Executor shall have discretion to select the valuation date and to determine whether any or all of the allowable J <.' ,i'U J7 t',. "-7 (J Jvo..L~L. -4- ..,..... -, """",>-,,, administration expenses in my estate shall be used as federal estate tax deduotions or as federal inoome tax deduotions. (3) My fiduoiaries are authorized and empowered to retain, eit.her permanently or f.or such period of time as such fiduciaries may determine, any assets, including the capital stook of any closely held corporation, which at any time shall come into the possession of such fiduciaries as a part of any trust created herein, whether such assets are or are not of the charaoter approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconoentration in one investment. EIGHTH: (1) All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my Executor to pay all suoh taxes at suoh time or times as deemed advisable. (2) I authorize my Executor to sell property to and borrow money from my Trustee upon such terms as my Executor and my Trustee shall deem appropriate. It is my desire that my Trustee shall make funds available to my Executor for the payment of all estate, inheritanoe, succession and other death taxes k' -, MJJ.l.<~''''' r {J. J& -5- .' e, CODICIl. I, KATHLEEN A. DETE, of the Borough of carlisle, Cumberland county, Pennsylvania, declare this to be the sole Codicil to my Last Will and Testament dated September 15, 1989. ITEM I: I hereby revoke W.I.Rl2 of my last will and in lieu thereof provide as follows: 1'HIRD: I devise and bequeath the residue of my estate of every nature and wherever situate to Leo J. Dete III, Trustee (hereinafter called "Trustee" and referred to in the singular neuter gender) under my Trust Agreement dated September 15, 1989, as amended and modified by Amendment dated May 2, 1995, to have and to hold, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments hereafter made thereto, or any other trust which may hereafter be substituted therefor. ITEM II: I hereby revoke FOURTli of my last ITEM III: I hereby revoke Paragraph (2) of will and in lieu thereof provide as follows: will. SIXTH of my last .S.12ITH: (2) If Leo J, Dete III, or any successor as defined in my last Will, should fail to qualify or cease to act as my Executor, the successor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by Leo J. Dete IlIaI', if he fails to act, signed by or on behalf of a majori ty of my then-Ii ving children except my daughter, Anne K. Kostro, or, if they fail to act, by any court having jurisdiction over the probate of my estate, ITEM IV: In all other respects, I hereby ratify, confirm and republish my last will dated September 15. 1989, together with this sole Codicil, as and for my Last Will and Testament. "' ..:1 0 ~ ~~ I~ ..:1 cc l"- t.! 0'\ cc 11; 0'\ ~ M I"- f1< ffi~ 0'\ jfll ~ 0 r..:I , 0'\ ::3 J:~ 0; i:' '" M >< ~ pp ,..i ~ U ~~ ~I P< @8<1i M 0 ..:1 N U . 0 H H <Ii .~~~ ~ . ~ ~~ ~,; 0 f1< . p.. @ r..:I OZ r..:I :>0 <Ii ~ wO 1l~ H ,r..:I~..:1... ..:1tL1 ~~ ECJ .~ r..:Ir..:IOlJ)~><lJ) 0 r..:I '-< w ~ i:'..:1 Hr..:IlJ)<!i ~ ~ -' 0 t1 ~E~~~~tJ 0 tn E-t tl lJ) ;:IF:t:tLIr..:1 lJ) U'l r..:I uup<,p H 1.:1 , '! . , ~" ,'-'''~o__ - :--~_:j . . " naoesBa~y to p~ovidG fo~ tho propor medical on~o, eduoation, support and maintenance in reasonable comfort of such benefi- ciary, taking into consideration to the extent such Trustee deems advisable any other income or resources of such beneficiary or his o~ hc~ parents known to such 'l't"lwtee. I\ny income not so paid or applied shall be accumulated and added to principal. Such beneficiary's share shall be paid over and distributed to such beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her executors or administrators. I recommend that such Trustee consider dis- tributing all income from such share to such beneficiary when such beneficiary aEtains the age of twenty-one (21) years. FOURTH: lINNUM, lICCOUNTING. The Trustee shall render an annual accounting upon request by Settlor, which accounting shall describe all income, receipts, expenses, disbursements and principal balances of the Trust Estate. Such accounting shall be final and conclusive unless written objections thereto are givon to the Trustee within sixty (60) days after delivery of such accounting to Settlor. FIFTH: ~ETUITIES, Anything in this lIgreement to the contrary notwithstanding, no trust created herein shall continue beyond twenty-one (21) years after the doath of the last to die of Settlor's issue living at the execution of thio lI0rccment; and upon the expira- tion of such period, this Truot shall terminate and all the assets thereof shall be distributed to those benoficiaries (and -J- .. ."'..F"-.-_,."'....'.-."'d..'h ~ '... . in t.he s~ma proport!on$) 11$ a1"0 then entitled to receive the income tharefrom. SIXTH: F.QNERS OF TilE TRUSTEE. In addition to the powers qonferred by case law, by statute and by the other provisions hereof, Trustee, and his successors, shall hl1ve the following discretionary powers applicable to the Trust Estate, which powers shall by effective without court order . and shall exist Until actual distribution: (1) To retain any property received by him; (2) To invest and reinvest all or any part of the Trust Estate in such stocks, bonds, securities and other property, real or personal, as he, in his solo discretion shall deem proper, including common trust funds, without regard to statutes limiting the property which u fiduciary may purchase; (~) To sell, transfer, exchange or otherwise dispose of, any part of the Trust Estate, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of this Trust, without liability on the pur- chasers or lesaseeD to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them ,in favor of a higher offer; (4) To executc and deliver any deeds, leascs, assignments ; i ! or othcr instruments as may be neccDsary to carry out the provisions of this Trust; (5) To borrow money, includinr; the right to borrow from . . himself, and to mortgage or pledgc as socur1ty; -4- th$ c'\uties and .all the powers, including discretionary powers, hereingrantec'\ to Trustee. (2) Trustee shall be entitled to reasonable compensation and to reimbursement for reasonable out-of-pocket expenses incurred as Trustee. (:I) Settlor's oxpress intent is that 'frustee shall serve without bond of any sort in any juriSdiction, .t!.ll!.TIl: TRI\NSI\CTIONS IVITII ESTI\TE 01' SET'rLOR. Without liability for loss, Trustee shall have. the power to lend money to Settlor's estato, with or without security, and to pay the expenses of Settlor's last illness and burial and any taxes, federal, state or other, imposed on Settlor's estate. TENTH: MI\TTERS 01' IN'l'ERPRE'I'I\TION. .' (1) For simplicity, pronouns and other terms arc expressed in one number and gender, but where apptopriate to the context these terms shall be deemed to include other numbers and genders. (2) The underlined headings are for convenience and shall not affect the interpretation of this I\greement. (3) This Agreement is executed in Cumberland County, Pennsylvania. The situs of this Trust and the trusts crcatect herein shall be, Cumberlnnd County, Pennsylvania. This I\greemcnt shall be govcrned'by the laws of the Commonwealth of Pennsyl- . vania. (4) Wherever the terms "child," "children," or "issue" are used in this Agreement, they shull include both natural and adopted children. -7- . (<lyl....~1 './L~h, I\MENOMENT TO THE KlITIILEEN .l\. OETE TRUST . THIS AMENDMEN'l', executed in duplicate, this Z AlE. day of May, 1995, between l<lI'l'IlLEEN fl. DETE, pl;esently Of 215 Todd Circle; Borough of Carlisle, Cumborland County, Pennsylvania 17013, hereinafter called the "Settlor", and LEO J. DOTE III, presently of 2032 Old Forge Way, Marietta, Georgia 300G8, hereinafter called the "'frUstee", WITNESSETII: WIIEREflS, Settlor and Trustee entered into a revocable Trust Agreement dated September 15, 1989; WHEREAS, Settlor, pursuant to the powers reserved in Paragraph (2) of SECOND: !2.\L!llNG LIfETIME 01' SE'l'TLOR desires to amend and modify certain terms and provisions of said flgreement . dated September 15, 1989; and WHEREflS, it is the intention of the parties hereto that, excapt as herein amended and modified, said flgreement dated September 15, 1989, is hereby ratified and affirmed. NOW, THEREfORE, in consideration of the premises and of the mutual covenants and undertakings horein contained, said AgreLment dated September 15, 1989, is hereby amended and modified as follows: THIRD: UPON TilE DETI'fll 01' IJE'P'I'LOH is hereby amended in its entirety and in liou thereof shall provide as follows: Upon the death of Gettlor, ~ny property constituting the Trust Estate and any property received or to be received from Settlor's estate shall be held, administered and distributed as follows: (1) Trustee shall divide tho residue of tho Trust Eotate into separate, equal shares to provide one (1) share for each then-living child of Settlor and ono (1) share for the then-living issue of each doceased child of Gettlor; all such shares shall be distributed free of trust to such benefiCiaries, except such share for Settlor's daughter, Anne K. Kostro, which . shall be held, administered and distributed as provided in Paragraph (2) below, and further, all such sharas shall be subjeot only to the discretions conferred by Paragraphs (3) and (4) below. (2) A Trustee, to be selected by Trustee horein, who may be the same person as Trustoe herein, and to servo without bond, shall hold such share for Settlor'o daughter, Anne K. Kostro, IN FURTHER TRUST, paying the net income therefrom to her during her lifetime in such per .rodic installments as she and Iluch Trustee shall find convenient, but not less frequently than quarter- annually. In addition, such Trustee shall be fully authorized to use so much of the principal of such share as such Trustee deems necessary to provide for the proper medical care, support and maintenance in reasonable comfort of said daughter, taking into consideration all other income and other resources, inCluding entitlement to Federal and state public assistance benefits, available to her for such purposes from all sources known to such Trustee. Upon her death, this separate trust shall terminate, and the then remaining principal and any accrued or undistributed income therefrom shall be added proportionately to the shures for Settlor's other then-living children, or their then-living issue, per stirpes, and shall bo held, administered and disposed of as herein provided. (3) Any share hereunder which becomes distributable to a beneficiary who has not attained the age of twenty-five (25) years shall immediately vest in such beneficiary, but not withstanding the provisions herein, a Trustee, to be selected by Trustee herein, who may be the same person as Trustee herein, and to serve without bond, shall retain possession of such share, IN TRUST, for such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income and principal of such share as such Trustee deems necessary to provide for the proper medical care, education, support and -2- . .. . maintenanoe in reasonable comfort of Buch beneficiary, taking into eonsideration to the Dxtont such Trustoe doems advisable any other income or resources of such benoficiary Dr his or her parents known to such Trustee. Any income not so paid or appliod shall be accumulated and added to principal. Such beneficiary's share shall be paid over and distributed, discharged of the trust, to such beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her executors of administrators. I recommend that such Trustee consider distributing all not income from such share to such beneficiary whon such beneficiary attains the age of twenty-one (21) years. (4) For convenience of administration and investment and if more than one trust is held under the provisions hereof, such Trustee shall be fully authorized to hold the several trusts as a c(~mmon fund, dividing the income proportionately among them, to assign undivided interests to the several trusts and to make joint investments of the funds belonging to such Trustee. No interest of any beneficiary, while in the possession of such Trustee, shall be subject to onticipation or voluntary or inVOluntary alienation, Parngraph (1) of EIGI!'rJI: TilE THUSTEE is hereby amende<;l in its entirety and in lieu thereof shall provide as follows: (1) Trustee may resign or be replaced at any time upon thirty (30) days written notice. A successor trustee may be appointed by Settlor, or after her death by a majority of Settlor's then-living children except Settlor's daughter, Anne K. Kostro; and such successor trustee shall succeed to all the duties and all the powers, including discretionary powers, herein granted to Trustee, In the evant of tho appointment of a successor Trustee by any court having jurisdiction over the Trust Estate, such successor trustee sholl also succeed to all the . -3-' or his or her parents known to such Trustee. Any income not so paid or applied shall be Ilooumul<lted and added to princi.pal. Suoh beneficiary's share shall be paid over and distributed to such beneficiary upon attaining the age of twenty-five (25) years, or if he or she shall sooner die, to his or her executors or administrators. I recommend that such Trustee consider dis- tributing all income from such share to such beneficiary when such beneficiary attains the age of twenty-one (21) years. . FIFTH: If any beneficiary and I should die under such circumstances as would render it doubtful whether the beneficiary or ! died first, then it shall be conclusively presumed for the purposes of this my Will that said beneficiary predeceased me. S~XTH: (1) I name as my Executor, my san, Leo J. Dete III. I direct that my son, herein referred to as my Executor regard- less of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) If ~eo J. Det~ III, or any. successor as herein defined, should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity, the successor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed'by Leo J. Dete III or, if he fails to act, signed by or on behalf of a majodty of my then-survivi.ng k!~c kQ.'-"-h ({ f,f-C -J- children, or, if thoy fail to act, by tho court having jurisdic- tion over the probate of my estate. (3) F'or services ao Executor, my Executor shall be entitled to receive reasonable compensation. SEVENTli: (It I give to any fiduciary named in this will or any Codicil hereto or to any successor or substitute fiduciary all of. the powers now applicable by law to fiduciaries in tho Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on tho date hereof, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created in this will or any Codicil hereto and until the completion of the distribution of the assets of such'trusts. (2) My Executor shall have absolute discretion, but shall not be required, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Executor believes has had the effect, directly or indirectly, of prefer- ring one beneficiary or group of beneficiaries over others. In determining the federal est~te and income tax liabilities of my estate, my Executor shall have discretion to select the valuation date and to determine whether any or all of the allowable J(-Q~uJl:."~,, (i . .A.~Ctl. - -4- SENT' BY: ~WO 4-23-38 14:06 ~w&o-- 71'/2490834:# 2/ 4 copy CODICIL I, KATHLEEN A. DBTE. of the Borough or carlisle, Cumberland County, Pennsylvl!Inia, declue this to be the sole Codicil to my Last will and TeGtament dated September 15, 1989. ITEM I: I hereby revoke THlRQ of my last Will and in lieu thereof provide as tollows: IHlBn: I devise and bequeath the residue of my estate of every nat,ure and wherQver sitUllte to Leo .7. Date III, Trustee (hel':einafter called "'rrustoe" and referred to in the singular neuter gender) under my Trust Agreement datQd September 15, 1989, as amendQd and modiried by Amendment dQted May 2, 1995, to have and to hold, IN TRUST, for the uses anct purposes and subjeot to the terms and provisions thereOf, incl\lding any alterations or amendments hereafter made thereto, or any other tr\lst which may hereafter be substit\ltad therefor, XT!K II: I hereby revoke f.9QBXH of my last Will. ITEM IIII I hereby revoke Paragraph (2) of SIXTH of my last Will end in lie\l thereof provide as follows: Il'XTH: , . . (2) If Leo J. Dete III, or any successor as defined in my last Will, should fail to qualify or cease to act as my Executor, the s\lccessor or ~ubgtitute Executor shall be designated in a written instrument filed with the court having juriSdiction over the probate of my estate and signed by Leo J. Dete III or. if he fails to act, signed by or on behalf of a majority 01' my then-liVing ohildren except my daughter, Anne K. Kostro, or, if they fail to act, by any court having juriSdiction over the probate of my estate. ITEM IV: In all other respects, I hereby ratify, confirm and republish my last Will dated September 15. 1989, together with this sole COdicil, as and for my Last Will and Testament. 94-23-98 14:1 !l RECEIVED FROM:71724UIBS!l P,!l2 Plrt 1. Deoode Ind Executa Form 706 United States Estate (and Generation-Skipping Transfer) (Rov, April 1907) Tax Return Eatat. 01. elUl.O e, ,..Idont of tho Unlled Sta,.. ll.. 1"",,'OtO Inol,"oUenl), To be OMB No, 1645-0015 Deplrlm,nlolth. Tr..,ury IIled fe, dooodenta dying oft., 001_' I, 18iO, Fo, P"""rwort< Reduellon Aot Nelle.. 2!~t'v.nu,s.rvlc' ... ...00 , 01 tho .. ,,"I. Inl!ruollenl, 11 {)Clcedlftt'.llr.tnllllllllndml(lillellllll.tl.l(ftnilrnlldllrll1ll1l1fl,11Iny} 1b Oet.IHj.n,'.I.~1 J\~"lll 2 Decodenl'o SSN KA'ffiLEEN A OEm 268-09-0439 131 L.~.I r..ld.nCfI(don1itll"IIl, lime 01 dfrlltl1 (c;ounly, 'lAlli, In";;----- 3b'v.;i~i'--14 D,';,'on" 5~i'I.O~-- 2'1 Cline, llf IOflllgn co un ry) ""lhll,tlld 'I: )./; 08 05/97 CUlBEIU1IND en. PA 1913 07 22 13 - 6. NamenluClCulor(lIl1llplI.gI2ofthllln.lrucl!oOIl) 6t> [....c.ulnr'. .ddl... (numb.r .nd Iltullnoludlnlllp.rlm.nl or lull. no. or rurtl -.. po <!. Dl1:1't.i.XII routll; ctly, lown, Of pOll olflce: 1I1Ill.:lncl liP cod.) nl .--- Be (l(f1culor'..ocltlllcur!tynumller(uflp.ge2olth.lnllructilln.) 2032 OID FaroE WAY , 173-,38,-5416 MARIJgl'1'A, GA. 30068 .----- 7. N.mll and loca11on 01 court whirl will WAll probaletl or .,1alearJmlnllller.d 1:7b CUlnllmblf aunberlard Coonty, carlisle PA 21 1997 OB7 8 II dle.tlMt dlld IlIIt.te, check 1m. , ~ I X I.nd .tt.o~ CIHtIU.d oopy 01 the will. 19 l'form"'881..lt.Chld,Ch'C~h.r.",..1 T ,-- 10 II Schedule R~1lt1lllached ch'lck hire, . ~I I 1 Tot.'gro.. ..I.te (Irom Pa15, RooapltulaUon, psgo 3, 110m 10), , , , , , , , , , ' ......"",."... '" 1 1.86L353.00 2 Tolsl allowablo deductlono (Irom PSl1 5, RooapllUlallon, pllgo 3, 110m 20), , , , , , , , , , , , , , , , , , , , , , , , 2 48.660.00 3 Taxsble ..Iale (sublrSclllne 2 'rom line 1) , , , , ,,,..,,..,.,,,,,,,,,,,.,,,,,,,,,,,,,,.,,,,, 3 1 812,693.00 4 Ad/uoled laxal>le glllo (lolsl taxable gl<<o (wllhlntho me.nlng 01 sootlon 2503) modo by tho dccedonl aller 000, 31,1970, olhor Ihsn glllo Ihsl orelncludlblo In dcccdont's gro," eotale (onotlon 2oo1(b))) , " 4 0.00 5 Add IIn"" 39nd 4 , , , , , , " , , , , ' , , , " , , , , , , , " " , , , , , , " " " , , , , , , , , " , , , , , , , , , , " , " 5 1. 812,693. QQ. 6 Tenlotlvo lax on Ihe smounten IIno 5 from Toblo A on poge10 of Ihelnstruotlono, , , , , , , , , , , , "". 6 696.512.00 70 If line 5 exoood. $10,000,000, enler leooor oll1no 5 or $21,040,000, If line 5 10 $10,000,000 or Ie.., oklp line. 70 & 7b & enter -0- on line 7c, ~ b Subtract $10,000,000 trom line 7a, ' , , , , , , , , , , , , , , , , , , , , , , , , , , , 7b o Enle' 5% (,05) 01 line 7b , , , , , , , , , , , , ",."""".""""..'"""",,,,,,.,,........ 70 0.00 8 Tolal tenlatlve ISJ< (add llneo 6 and 7c) , " , , , , , , " , , , , , , , " " , " , " , , " , , , " , , , , , , , , , " , , 8 696.512.00 9 Teto' gill lax p.yable wllh r"pccI 10 glllo msde by Ihe dcccclentsllor December 31, 1976, Includa gill tSJ<"" paid by Ihe dooodent'o opouoolor ouch opouoo'o ohsre of oplll glllo (ooctlon 2813) only II Iho cIecoclenl wao the donor 01 Ihceo glllo snd thoy arelncludlblo In the decedenl's groo. e.tale (S99lnst,) 9 0.00 10 Gro.. eslate ISJ< (oublrscl line 9 Irom line 6) , , , " , " , , , , , ' " , " , , , , , , , " , , , " , , , , , , , , , , " , 10 696,512.00 11 MSJ<lmum unllled c'odllsgslnol eolate I.x, , , , ' , , , , , , , , , , , , , , , , , , 11 192,000,00 III -- 12 AdJuolmont 10 unltled credit. (Thlo .djuolmenl may nolexcoed $0,000, m- n See pago 7 oflhe Inol,uctlon.,), , , , " , , , , , , , , " , " , , , , , " " , , , 12 0.00 13 Allowableunllled credll(.ubtrsctllne 12 from IIno 11), """"""""""""""""""" 192 800.00 14 SubtrscI line 13 from IIno 10 (001 do nolenler loss Ihan zero) """""""""" , , , , , , , , , , , , 14 503,712.00 15 Credlllor slslo deslh lSJ<es, Do nolentor more IIlan Uno 14, Figure Iho credll by u.lng the amount on line 3 Ie.. $60,000, See Tobie B In lhelnol,ucllons snd o\tach o,odIIovldono. (_Inotructlono), , , , , 15 86,114.00 16 Sublracl IIno 15 'rom IIno 14 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 16 417,598.00 17 Credit lor Fed. gift t8.)(08 on pro-10n 91<<8 (aee, ~012)(al1ach computation) . 17 0.00 7 16 Credit lor foreIgn death t8)(e~ (!rom Schedule(S) Pl, lAU.eh Form(a)100~CE,). . 16 0.00 ii 19 Credlllor 19)( on prior Irsnoloro (I,om Schedule Q) , , , , , , ,."".'. 19 0.00 20 Totsl (sdd lines 17, 16, and 19), , , , , , , , , , , , , , '" , , , , , , "" ,',', ""..".".",.".,,,., 20 0.00 21 Neteotsle tsx (oublraol IIno 20 110m line 16) , , , , , , , , , , , , , , , "",,,,,,..,,,,,,,,,,,,,,,,,, 21 417,598.00 22 Generallon-.kipplng trsnsfer lSJ<e. (Irom SChedule R, Pan 2, line 10) , , , , , , . , , , , , , , , , , , , , ' , , , , , 22 0.00 23 Section 4960A Incrosood ootsle ISJ< (Irom SChedule S, Part I, IIno 17) (0.. psge 20 of thelnolrucllono) , 23 0.00 M TotaltransfllllSJ<oo (odd IIneo 21, 22,and23)""""""""""""", ,,,",',', '.""" 24 417 .598.00 25 Prior psymenlo, Explain In an s"sohed otslornonl, , , , , , , , , ' , , , , , , , tlli 0.00 '" 26 United SlOles Treaoury bend. ra_med In psymenl of eolOlo t9)( , , , , 0.00 '.i\,1 26 27 Tolo! (sdd lines 25 on~ 26) , , , , , , , " " , , , , ' , " ' , , , , , , , " " " , , , , , , , , " , , , , , , , , , , , , " , , 27 0,00 28 Bslance due lor everpavmenl) (oublracl line 271rom line 24) , ""....""""",..""", "., 28 417,598.00 o Port 2, "oxCc putaUe Under ptnalliu (If perjury, I deolare that I have el<<lmlned thl, fllllurn, Including accomp,nylnlillclledulu andel.t.menta, and to Ih. but of my knowledge and belief, It 18 true, correct, and camplell, Dlcluallon of prer1llror nlhllr than the fIl(eculor II bued on IlIlnlormatlon 01 which pr.parer lIu any knowledga, Slgnsture(s) e' exooutor(o) Dolo ~ r 01 1han executor AA 7 7091 NTF 979SA Copyright Forma Soltw.rll Only, \997 Nelon, Ino, P 0 OOX 668 CARLISLE, PA 17013 Addro.. (and ZIP codo) 't'.~f~jy' Dale Form 706 (R.v, 4"OL Eatet. of: ~'lHLEEN ~ DETI'L.__.___. Part 3. -- Elocllon. bV Ih. EXllCUlor 268-09-0~ . ,- Pi.... check tho "y.." er "Ne" bex lor ..ch .....Uon, (Seeln.lrueUeno beglnnlng on ~ 3.) Yo. Ne 1 2 00 you eloct ~~Mna..!!.~~_fttIo1l7 ':"':":":"'~~_' , '.' . , , . . , , , , Do you olect.peclal use v.lu.bon? , , " """""""""'" If "Vas," you fY~9!~k)10 and atlach Schedulo A~1. 3 Do you .Iocl 10 pay the '....In InslOllmenls os doscrlb<td In section 6109?, , , , , , , , , , , , , , , , , , , ' , , , , , , , , , , , , , , , , , , , , , , II "Yes," you must .Uoct! tho addltlon.llnlorm.tlan dooorlbed on psgo 5 01 Iho InHlructlons, 4 00 you olOOf to postpOrt(j tho part of the taxes attrIbutable 10 Q reverslonalY or remlllndor Interest as doserlbed In ooctlon 6163?, " , , , , , , , , , , , , , , ' . , , . , , , , , , , , , , , , , , , , , , , , , , , , "" , , , , , , , , , , " , , , , , , , , , , ' ",' , , , , , , , , , , , , , , , , , , Part 4. -.- G.neral Inlorm.llon (Net.: PIe.se .tI.ct! tho nooo.s.ry .upplemcnlal docLlmenl., Yeu mu.l.llaoh tho ....111 eortlftcato,) (S.. Inslrucllon. beginning on psg. 0,) Authortz.\lcn 10 recelvo contldontl.1 t.x Inlorm.\lcriUii(lij; f!ogulotlon. 8OOllon 601 ,504(b)(21Ii), 10 ocl o. Ih. O.lot.'. roprosenlotlvo beforo tfiEl"-- Internal Revenuo SOIVtoo, Rnd to make written or oral presonfatlons on behalf of the ostuto return prepared by an attorney, accountant, or onrollod sgonl ler the .xeculor: Nome 01 ropr....nl.llv. (prtnt-;;-r typo) "SlOto '--rAdci;;;'.9(,-;U;;;;;'r, streel, .nd room or Bulte no" city, SI.I;-;~d ZIP code) JUDY C SlOOAKER ..1PA ~O OOX 668/ CARLISLE, PA 17013 I dec:lare that I am G'ttorney/[R ~~~~S~t~~l/- ~IOd agent (you mllst check tho applicable bo)() for lho o)(ocutor & prepar~d this raturn for 1ho oxocutor, I am not under 8uspon~lon l2!. dlsb.!l.!m9t!!.1ro!'!!'p'ractlco OOloro tho IRS & um Ua~lfl(ld to .~tlce In Ih~.!!!..~wn abov!:- Sign ') CAF number Dnte Telephone number 2605-62879R il. 717'-249-3414 ath co" .cede numher and Issuing alJthol1ty (1ll1ach a copy of tho doath certificate to this return), 4495411 <X:t+I OF PA DEJYr OF HEMlm :I. Decadent's busn. or occupatlon, If mUrad, check hero~d state decedent's fonner business or occupation. HOUSmIFE 3 Morltsl stalus el Ih. decooonl .1 lime 01 donlh: o Morrled [!] Widow or widoWOf' -- Nllmtl, saN, alld dale of death of dllceulId apoulI ~ LED J DEI'E SSN: 277-07-0688, Date of Death: 03~88 ]Elngle Legally ...paraled Divorced -- Date dIvorce deoru becamo flllal .. 4. :~,:'ng spouse's norM l~ SCclol security numbe~_] 4c Amount rooolved I'" p.,.. of thO ,,;;;~ 5 Individuals (ether th.n surviving spou...), trusls, or othor .sl.les who rseelve benellls from tho estale (do nol Includ. ch.rtlabla benellclarles shown In Schedule 0) , sea Inst. , For Prlv.c Acl Noflce. IIcable 10 Indlvld~ol bon.llclarles onl ,.... lhe Inslructlons lor Fonn 1040, Nams of Indlvld.'!sl, trust, or !!!!~~ecel,!!!>g $5,000 or moro ldontlf ~~mber Rol.f1onshlp to d",,-edenl _ Amounl (sao Inst.)__ x GEnR:;E D DErE LED J DErE III ANNE K l(()S'OO KA'lliR'iN A NOOK G ELLEN SHANK MARY E WERNER RITA D WIl:J>lANN KA'lHLEEN A DErE 'ffiUSl' 173-38-5414 173-38-5416 173-38-5507 173-38-5411 173-38-5413 173-38-'5412 173-38-'5415 soo SOO Dl\.00Ifi'ER Dl\1rnI'ER DAUGlfI'ER Dl\tnfl'ffi D7I.OOIfi'ER 12,201.00 41/440.00 12,201. 00 12,201. 00 12,202.00 12,201. 00 12,201. 00 1,171,484.00 Allun_aln.bla ben;ellclarlos .nd tho... who rooolv.,...th.n $5,000, , '" , , , , , , , , , "" , , , , , , , , "" , , " , , ,~ 0.00 !!!,lol.""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""""'''''''''''''''''''''''''' (continued on naXl psge) CM 7 7082 NTF ~196A Copyrlgh! Ftlrml Softwar. OnlY, 1997 Nelco, Inc. 1 286 131.00 Peg. 2 Form 70fl (Rov, 4-07) Part 4. -- Gonnr.llnlorm.Uen (conUnuod) PI.... cht<lk thli "v.." Of "No" ~IC for ..oh qu..Uon. __~~....--....._. V.. No 6 Oo,,'ho grostl..l.lO conlsln any .oollon 2044 propOl1y (Qonllllod lornJn.,blo Inlero.1 proporly (QTIP) Irom n prior gm or e.t.t.)(IlOO....P.!ll!'.!2!_!'wlr~r~lIo~,~.:..~c~"-:""",.,"" :'~"'" "'.,,, '.:"""""""""""'" 711 Havo Fndor.1 gilt 18)( roturns evor boon fIIod? , , , , , , . , , , , , , , , , , , , , , , , , , , , ' , , , , , , , , . , . , , , . , , , , , , _.IL~~.p.~aoo *""eh cop~ ollho ro~ns,jf avallnble, ftl1E. fllttlIBh!~Wh19 lnlonnallon: 7b Parlod(s) CCV:Od l?:: Inlornal Rovenun olflco(.) W.horc fIIod !f you anlWII' "v.," to .n~..tlon. 8-16t you mUlt attach Idd'Uonallnf~rm.tlon at dea<irtbed In thelnetmetlon., _88 Waa thoro ~lnsuranC'".Q on the dooodont's life thai Is n~,~lllded on lho t~tll~n 0.8..earl ollho !Jroes onlate? , , , ."" , , , , , , , bOld Ihe decodent OW~~ in8uranco.~.fllho lIfo of an~l(lj' that js not Includod In lht.'_9fosa ost~~...:...;...:-..:.....:....:.....:.' , , , , , 9 Old ~he docodonl at the limo 01 doath own any ploperty AS 8 Joint Yorwlll wllh tIght olsurvlvorahip In which (I) 000 or more of the olher taint tonants was SOInOOf1fl othor than 1110 dOGodent'a SPOU90, nnd (b) lOllS than tho full valuo of the proporly Is Included on tha return as Hart of the gross o3ta!~? II "Yes," YOll mllst c~loto and atlach_ Schedulo E , . . . . . . . . . . . . , . . . , . . X 10 Old the dooodonl. at the time 01 death, own any Intoreslln B partn4"ll9hip or unlncofpor/ltod buslnoss or any stock In an InactIve or closolV held corporation? . . . . , , . , . . . ''';;~:...:...:''':''''':'''~'':'''':'''':''~...' . , , . , . , , , , . . . . . . . . . . , . , , , . , . . . . . . , , , , . , . , X 11 Old the decadont mako any transfer described In sootlon 2035, 203(1, 2037. or 2038 (900 tho Instructions for Schodulu G beginning on pago .11 01 tho f1oparalo lr)slrllcUons)? !!..'Yos.{y9..u must comploln and attach Schedulo G, . , , _' . . . , , , , , , X 12 Wero thl:'lfO In mdstenco 81 the time of tho docodenl's denth: 8 AnV trusts created by tho docodon-l durIng hlf! or hur lIfotlrno1 . . . . . . , , . , , . . . . , . , . . , , , , , , , , . . . . . , , , , . , , , . , , , _ b Anv trust~ not created by the ~d(Jnt unqsr which tho docedonl POSSASSO~~~t!!.!.. boneflclal Interost, or trustooshlp? 13 DIc1lhOdltClld8nt.'{efPollllln,e](IHCIU,llrrel~l$llanygener'!.~II~!_~E.fl2.!~nl'/II'YIIf;,~~mll.tcol"'\pllltllandalllchSchedullltt."".", 14 Wan m6.rllal deduction computed under transltlonnl rule of Publlo Law 07~34. soc:. 403 (0)(3) (Economic Recovery ra](Ac1 011081)1 . , If 'Yes," attach a separate computalion 01 tho ma.rltal doduotlon, ontor tho umount on Item 10 of tho RocnpltulaUon, and nolo on Item 18 "computation a1\a,chod," ._____ 15 W..the decedcnl, Immodlslely belore dealll, receiving on annully d09Crlbed In 1~6 "Oen.ral" parngraph 01 thelnalructlona -----10 Sched'.'!el? II ''Yes,'' you mU_,!,~elo 'nd atta~!1.~~I1.dul.l, '."" , , , , , , , , """ , , , , , , , , '" , , , , , , . , '" , , , , , , -.!... 16 Did lhe docedcnl have a 10lal "oxo.... rollrel1l<lnt acclln~rlotlon" (n. d.flned In .oollon 49ODA(d)) In Quallll.d employ.r plsn. .nd Indlvldufll r.tlremonl plan.? If ''Ye.~u ~1I'1 completo Rnd n"nch Schedule S, , .. """"',',',,""" X Part 5. -- Recsplllllsllon Ilem no, Gross ostale Alternate value Value at date of dedth 1 2 3 4 5 6 7 8 9 10 Schedulo A ..- Renl E.late , , , , , , , , , , , , , . , , , , , , , , , , , , , , , , , , , , , , , , , , Schodule B -.. Slook. .nd Rend. , , , , , , , , , , , ' , , , , , , , , , , , , , , , , , , , , , , , , , , , , Schedolo C -- Mortgngc., Note., and Ca.h , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , . Schodule D ..., In.urnnce on Ihe Dooedonl'. L116 (nlloch Fonn(.) 712), , , , , , , , , , , , , Schedul. E -- Jolnlly Ownnd Property (.lIacII Form(.) 712 for lIIe In.urancc) , , , , , , , Schedule f -- Olhor Mlacellonoou. Prop.rty (RUach Form(.) 712 lor IIleln,"roncc) , , Schedule G -- Trsn.fers DUring Decedont'. L11. (allsch Form(.) 712 fo, 1110 In.urance) Sch.dule H -.. Powo," 01 Appelnlmont .. , , , , ' , , , , , , , , .. , , , , , , .. , , , , , , , , , , . Sohedule I -- Annullle. , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Tolal gross ostate (add lIems 1 through 9), Entor horo and on IIno 1 of tho Tax Co ulatlon...,.,."" ...."", .'...""",'.'....'"""" 4,000.00 -1.&+8.00 0.00 33 }42.00 29,239. Q.!!' 56 199.00 1 689 943.00 0.00 45 612.0Q. 1,861,353.00 Item no, Deductions Amounl 11 12 13 14 15 16 17 18 19 Schedule J -- Funeral E'ponoes and Expense. Incurred In Admlnlolorlng Properly SlIbJooI to Claims, , , , , , , , , Schodllic K -- Debt. elllw Doc"oont .. , , , , , , . .. .. , , , , , , , , , , , , , , , , , .. .. , , , , , , , , .. .. , , , , , , Scheduln K ..- Mortgages snd Lien. " """""'" , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , TOlol olltoms 11 Ihrollgh 13, , , , , .., . .. , , . , , , , , , .. , , , , , , , , , , , , , , , , , .. ,.... , , , , , , , .. .. , , , , " Allowabln amounl of deducllon. Irom lIem 14 ('08 Iho In.trucllon. for 110m 1501 the Reoapllulsllon) , , , , , , , , , , Schedule L -- Nnl Lo.so. During Adn,nl.trsllon , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Schedulo L -- Expense. Incurred In Admlnl.torlng Property Not Subject to Claims, , , , , , , , , , , , , , , , , , , , , , , , Schodulo M -- Bequests, ele" to Surviving Spouse. , . , . . . , , , . , , . , , , , . , , . . . . , , , , , , . , . , . . , , , . , , , . Schedule 0 -- Chsrltablo, Public, and Similar Gilt. snd Roquo.t., " , , , , , , , , , , , "", , , , , , , , , , , " , , , , , , 37,716.00 10,944.00 0.00 48,660.00 48,660.00 0.00 __Q.,OO 0.00 0.00 20 TOIslsllowsblo deducllon. odd lIoms 15thlOu h 19 , Enter hero snd on line 2 of Ihe Till< Co ulallon""", PlIge 3 CAA 77063 NTF 959] Copyright rorrn,~ Sollwarll Only, 1997 NlIlo(l, Inc. 48 660.0..Q. , Page 2 !iiJtate of: 1<A'lliLEEN A DEYl'E 268-09-0439 SCH:EIXJLE E, Part 2 -- All other Joint Interests Item cot. Percent lool\X1ible 100100. VaL No. !st. Dosoription 1119100 . Alt. Value Date of t&\th --------- 1 A (X) OF ALLI!XlHFN'i .AIRPORl' REV BCtlD 100.0000% 10,382.00 SERIES 1988 D 2 A TIME SHARE- WEE!( 15B, UNIT 203 100.0000% 5,000.00 BUlG 203A IlM 02203A FAIRFIEID Kt:NGOOl\'l'E WlUJJIIoISflUR:;, VA 3 A O/l.UPHIN DEPOSrr Bi\NK CKG J\ccr 100.0000% 2,626.00 #28-26897-0 4 A FINANCIAL '!RUm' al:EX]{ING AOOI! 100.0000% 1l,2n.00 #447307 'lOl'AL. (carry forward to main sohedule) I ~ . " I .. 29,239.00 ~tate of: KA'llIImN A DEl'E SCHmlLE G -- Transfers Durin;/ Deoedent's Life Item No. Description 24 316 SH wrrco CORP 25 8 FIRST 1m illS MUN BD 12 ur MULTI gr PA cnm 37 S/A 26 50 FIRSr TR NON BD MUI.fI'Igr UNIT o:t-lB 8ER 56 PA TR 17 S/A 27 1.0 FIRI~r TR INS NUN BD 22 ur Ml.lIJrI S'!.' PA o:tolB 72 2B 25 FIRS!' TRUS'f INS HUN BO 30 ur MUI.Il'I gr PA o:tolB BB 29 55 llNE:>"'TOR MUN PA llNrI' 'lR UNIT 2ND SER 30 20 MllN INVl' TR FD 17 ur PA sm 31 15 PA INSD MUNS INo::ME 'lR UNIT5'll1SER 32 40 PENN INOO MUN INC 59 TRUST ur SER M:lNIHLV 33 20 PENN INOO MUN INC 61 TRUST ur SER SEMI ANNUAL 34 25 PENN INS!) MUN INe TR 97 Uf sm SEMI ANNUAL 35 100 PHI1.A PA AUlli FOR INDL 6.5% DUE 01/01/2017 36 GNMA POOL 20112 8% DUE 10/15/07 250 GNMA POOL 20112 8% WE 10/15/2007 FACTOR .21560410 37 300 GNMA POOL 7222 9% OOE 10/15/2016 FACIOR .28284171 38 CASH-FAHNFSIOC1< l>toIF unit Alternate Value Val. Date 45.875 505.84 454.75 673.29 733.85 424.08 203.54 707.47 232.36 255.4 752..71 87 104.451 107.78 TOI'AL. (carry forward to main schedule) ,t. ~ , .. , Alternate Value Page 3 268-09-0439 Value at Date of Death 14,497.00 4,047.00 22,738.00 6,733.00 18,346.00 23,324.00 4,071.00 10,612.00 9,294.00 5,1.08.00 18,818.00 8,700.00 5,630.00 9,145.00 127,575.00 288,638.00 Form 700 (Roy, 4-97) ~ 01: KA'lllLEEN A DI!.'TE 268-09-0439 SCHEDULE J -- Funeral Expen... and Expen... Incurred In Admlnl.t.rlng Prop.FIy SubllOtto Claim! Nol.: Do nol 1101 on Ihls sohodulo oxponsos of sdmlnlslorlng pl'Oporty not subjoct to clslms, For 100" o"p.n..., ..sln,lruotlon. lor Schodulc L It .xoculors' oomml..lcns, altornoy fOOl, .10" aro olalmod and allow.d a. a deduction lor O8Ialo ISJ< purposoo, thov oro nol .llcw,tJlo a. · doductlcn In oof11lultng 100 18)(.blo lnoomll of tho 08totolor F.der.llnoom. 18)( purpo..., ThoV or. allowable .s .n looon1O lOll dodlwtlon on Form 104111 a w.lver 10 lllod to walvo the deducllcn on Form 700 (800 tho Form 1041In.lruotlcno), Item no, Dooorlptlon Exponoc amount Total orrount A. Fu-.l ""'*'''': 1 See SChedule attad1ed Total funeral oxpen..., , , , , , , . , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , B. Admlnlanllen oxpen...: 1 ExocUlOro' oommloslono -- smount..llmslod/agrood upon/paid, (Slrlk. out tho word. Ihat do nol appIV,) , , , , 7,171.00 2 AItornoy 1008 -- amounl.stlm.t.dlll(l'....''+''llIl'PIIlI' (Strlk. out Ih. word. Ih.t do not appIV,) , , , , , , , , , , , , , 24,015.00 3 Aooountant I... -- .mount .stlmato~"",",~, (Strlk. oul tho words thot do nol sppIV,), , , , , , , , , , , 3,500.00 4 Mlocollsnoouo .xp.n...: Exp.nso .mount 4 PACKING, CLFANING, M:lVING 506.00 5 LIQUIDATIOO FEE - 'l1iE Kll<1'FOLIO CUJB 211. 00 6 EXEX'mX>R'S EXPENSES 2,088.00 7 POOBATE FEES 210.00 8 F'IJ.J"m FEES 15.00 Total m1ooollanocu. .xp.n..s from oontlnu.tlon ooh.dul.s (or .ddltlenll shoots) .lta<lhod to this oohodUIe " " , , " " " , , , , , , , " . , ' , " , , , , " " , , " , , , , , , , 0.00 Total1lll9OOllanoou8 ex OS09"""...",.",.", , , , , , , , , " , . , . , ' , , . , , , , , . , , , , , , . . , , , , , , . , , , , 3,030.00 TOTAL (Aiooont.ron P.ne,Rocapltulatlcn,p_3, atlt.m11,)""" """"""""""""""" 37 716.00 (It more spaco Is nooded, altsoh lho oonllnuatlcn ooh.dulo Irom tho .nd of thl. pllCksgo or .ddltlon.1 .hoots ot lho .81110 .Iz.,) (500 Iho Instructions on pogo 24,) Schedule J - Peg. 23 eM 7 70SJ1 NTF UfltJSI Copvrlght Forrlll Sollw'fI Only. 11197 Nllen, Inn. Form 700 (R.V, 4-97) EI.a.e 01: ...KA'rn~~.Q~l'I!; _..__..._____..._.___.___._...___....__~!!.:~-0439 SCHEDULE M -- Bequests, ate" '10 Surviving Spouse ElocUon To lloMluet Ouoo,ltIed Term'nllblolnt.r..t Prcporty Undor 5tJctlon 205e(bX7), .... If s l,u.1 (Of 0111'" prop.rty) rnocl. 1110 I9qulrllfl19nl. of qualllled 10nnlnalJlo Inlol..1 p,op",ly undor """lion 2056(b)(7), Rnd ., TII~ Irusl or olhor P[('PlHly I.U.tod on Schoduic M, .nd b. Tho value of the ttust (or othm proplll tv) 19 unlolOd In wholo OlIn p8lr1 as a doductlon on Schodule M, lhon unk... tho .xocula, opoclllcally Idonllll.. III.tnml (all or n f,.cllonsl pO'lIon 0' pcrcontoga) or otller properly Ie bo 8lttcluded from tho ~octlon, tho oxocutor shall bo damned to hava mAde an aloetlon 10 hRVO such trust (or oU'lOr property) troated as quallllod I.nnlnable Inloro.t propMY undol' occtlon 2056(b)(7), If toss than tho onUra vftluo of tho !lUst (or othor properly) IIll\l tho oxoculor ha9 Incllldod In Ihe gross ostalo 15 enlorod as a doductlon on Schodule M, tho executor shall be conslderod 10 havo made 81\ olocllotl olllv lIS to B ItftCllon of tho trust (or other proporty). Tho nUOlerator of Ihls frocllollls oquallo tllo amounl of lhe Irust (or other property) deducted on Schedule M. The denominator I. equal 10 100 10101 valllo el IlIn lrust (or other p,oporty), ElocUon To Doduotl)u,'ltIed Dcm..U. Trull Property Undo, Doollen 2056A, .. - If S IIl""1 mnols Ihn roqulromonts 01 . qualWlod domootic trusl und9r ooo\lon 205M(a) and IlIls relurn Islllod no Inlor Ih.n 1 yoar nflor Iho time pro.cribcd by law (Including m<1onslon.) lor lIIlng 1110 rotllrn, and .. Tho entire value of 8 trust 01' trusl properly Is Ustad on Scl1odulo M, and b. The entire value of 1he Imst or trust property Is enterod 8a /I deduction on Sc.:hedulo M, then unlesR the o)(oculor spoclflcaUy ldentlflos the Irust 10 be 6xcludad Irom tho olectlon, the QxecutOI' shall be doomed to have made an olectlon 10 have the anUre Irust treatod 8S guallflod domesllc Iruut ro 0 1 Old any property pass to thollurvlvlng spouse as 8 ,ellult cA a qualllled dlsclalmor? , , , , , , , , , , , , , . , , . . , , , , , . , , , . , , , , , , . , If "Yos: Sllscll . copy of Iho wrllton dloclal,nor roqulred by section 25'18(b), 28 In whllt coun1ry was the surviving spouse born? b Wh.1 I. Iho .urvlvlng spouoo'. d.lo 01 birth? ._ C Is the sUlvlvlng spouse a U,S, citizen? , , , , , . ,. "",..,."",..""...".,.,..""""..,.....",'..",.".. d If tho surviving 'POU99 I, a nslur.llzod clUzon, wilen did 1110 surviving spouS/J acqulro cltlzonolllp? . If the fJUJvlvlng spouse Is nol a U.S. citizen, of what counlry Is Iho survivIng SPOUSfl a oUlzen? 3 EI....Uon Out of QTIP Tr..tmont of AnnuIU.s, .. Do you olOCI und.r .ocllon 2050(b)(7)(C)(II) not to Irosl .. qusllll9d terminable Interesl property any JoInt and survivor anllultlos that are Inoluded In the groos eslate and would otherwise be tresled as ualllled 10lmlnablo Inlorost property undor secllon 2050(b)(7)(C)? (_Instructions), , , , , , , , , , , , , , , , , , , , , , lI.m Doocriptlon 01 property Inloroots passing 10 .urvlvlng spou.o Amount no, None Totallrom oontlnuatton 8Ohoduleo (ei' sddltlonalslloolo att""hod 10 tills SOllodul., , , , , , , ' , , , , , , , , , , , , , , , , , ' 4 To"'l amount 01 proporty I01er90ls 1I0led on Scllodul. M , , , , , , , , " " , " , ' , , , " , , , , , , , , , , " , , " , , , 4 Sa Foderaloslstolaxo. (Including section 4980AI8l<0.) psyable out of proporty Inlor...tsllol.d on Schodule M , . , , , , , , , , , , , , , , , , " , , , , , . , , " , , , , " , , , , , b Olhor doath tax... pavsble oul 01 proporty Intoro.l. IIslod on Scllodulo M, , , , , , , , o Foderal and .Islo GST I"".s payabl9 out of proporty Inlsrssls Ilslod on Schodul9 M, , , , ' , , ' , , " , ." . , , , , , , , , , . , , . , , , , , , , , , , , ,," , , , , , , , ' '. 50 d Add Itoms a, b, snd c ,""', """""""""""'" , , , , , , , , , , , , , , , , , , ' , , , , ' , , , 6 Nol smounl 01 proporty Int.m.f. 1I.led on Sclledulo M (sublrocl6d lrom 4). Aloo onlOf en P8I1 5, Rocspllulatlon, page 3, at 110m 10 , , , ' , , , , , . , , . , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 6 (II more .pacols lloodod, allach thn continuation schedUlo from IlIe end 01 1111. packsg. or addltlon.1 sllool. 011110 .arno slzo,) (900 tllo Inslrucllons on pago 26,) eM 770SM1 NTF 981<1 68 5b 0.00 0.00 0.00 5d 0.00 0.00 Sohec:lulo M - Pega 27 CoPvrlght ~orm. Soltware Only, 1997 Nelco,lnD. E2!!ll.706 (R.V, 4-D7) hltl. 01: KA'llnm; A DEl'E .__._'"________.~-09-o4J9. Part 2. -- DlroolSl"po Whor.lho PlOp8!1y InlorOlto nanof.".d Bur Ih. OIlT TlIlC on Iho Dlrocl Skip. Name 01 oklp petIOn Da80rlpllon 01 prop9lty Inlor88' tranolarrad Na1e T TOlalaalata tlllC valu.. of all prop91ty Inlet..l. l181ad sbov., , , , , , :, , , , , , , , , . , , , , , , , , , , , , , , . 2 E.IOI.ISJ<89, .tOla death 1SJ<.., and other chargoo borne by lho proporty InloraSI9 1I0t.d abova , , , , , , , , , , , 3 OST ISJ<.. born. by Iho prop.rty Int"",.ls 1I.I.d abova bul Impo..d on dlrool .klp. olher Ihln tho.. .hown on Ihl. Part 2 (S98 In.ln,ollon.) , " , " , , , , , , , , " , , , " , " , , , , " , , , , , " , , , " , , " , , , , , , , " " , , , 4 TOlal flx.d tlllC89 Ind olhor ch.rgoo (odd lines 2 snd 3)" , , , " , , " , , , , " , , " " " , , , " , , , " , , " " , 5 Telaltonlallv. f118J(lroom dlroot .klps (.ublroot IIn. 4 from IIn.1), , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , e OST .xomptlon allcCSlod, , , ' , , , , , " , , , , , , , " , , , , , , , , " , , " , , , , , , , " , , " " " , , , , , , , " , , " , 7 Sublracl line 0 lrom line 5 , , , , , " , , " , , , , , ' , , , , , , " , , " , , , " , , , , , , , , , " , , , , , , , , , , , , , " " , , 8 OST 1SJ< duo (dlvldallne 7 by 2,918182) , , , ' , " , . , , " , , " " " , " , , " , , , , , " , " , , , , , , , , , " , , , , 9 Enl., lho amountlrorn line 8 01 Sch.dule R, Part 3 , " , ' , " , " " , , , , , " , , , , , " " " , , , , , , , " , , , " 10 TolIl OST tax.. payabla by thl ..1110 (sdd Iln.s 8 .nd 9), Enlar horn .nd on line 22 01 Ih. TlIlC Co ulstlon on a 1"""" , , " , , , , , , , , , , , " , , , , " , , " , , , , , , , , , , " , , , " , , , , , , , " , " , ' Schedul. R - pag. 34 eM 770SR2 NTF9ft19 Copyright Formll Software Only, 1997 Nelco, Ino. E.lala lax valu. 1 0.00 2 0.00 3 0.00 4 0.00 6 0.00 8 0.00 7 0.00 - 8 0.00 9 0.00 10 0.00 ,F..h, '.T.... I if) 'I' 8' 1 !l q ~; I , f) ", I' \ , ~:lt::ll:l;. '~ -r- , ?\._,..t>VI~ Mn j .ff1;jg:C'. C:A ~~: " " ,~ " ~' - 0; ~ "- ea -. ;J ~ ... tn 0 tn - ~rll " co Q) I ,:, , " - tn ~l! I ,1', 0 '1 en i i ...... I 3: T , ~ o . , I W ~ , , Q) tJi ,::J .- u.. -. ,~ 8 - o;r I:: <:( '5 \I) T)Q. tn N , ~~: ,r~,' o. . " r: ..-"c , l' ,-' ~ ",'0 ; . ~ ,~ . V,II.\ ( , ~'1 "to,:: ~&) .'9 ~ ~ 0:: ) , , ,.,. '" -~ .... ~ - W ~~_ ~Ug f- o~... ~ ~ ~p,X -.: ~iil ,~ :r: u ....- "" ." - .~, '-":.J -i ~ .. " "~ ~ /j,!J O::o..~,Q SUJ @ ~~ ~, S " " '" 'n~ U q!e: !