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I Ii ~ I : ' II III i ' ' , ""; :':1' !:[,t!!!i I,'II!II:J 11,'11 :1111 i:; Ii' 1 Ii I ::1 I,: I :: II " I [: I ') I:: I~ill i:,,: :k,: 'ii!:"II!!,:!;!'l 1,I"ill:::!I, I,I,.I,!"III:,!,I, 11::1,1111 1":11 i: I I:: I , :1111!1 \ II, !:il,I'111 ::11 '1Il!1 111,:1 :! Ilir'!il :i':,: I ' ,'" I , , , ' " ,'. I" II:; ~ ! III "I ! 1 ! 'I I I "I ,,','.. ,', 1 ..' , ' ' . , : i' , ,I, ':,; ", I,,! I,: I, :,:',1, 1."., I"l ,I', ;,1 II ,ii! 1,I:i' I' il!II"'11 :1 11,1'" i 1,:1' 'II,.: ,. " ',!!! II [' ""It i'!'1 1,:11- -i, ";1111, 'i, I,,' '1,:1;: :!,:I::I" 'I IIII 1": I, " ; J,:: F ,: I :' I I ; i i il'! ,: I :: " I' -; 1:.'1 I;; 'I idl!' ',' :/ ',' 1',::, '1,', ., ,11""'1 , '11''1 I '.' j "I' , I,. .. ,. l\i:ti cle.Ill I 1i96i devise and bequeath all my estate, real, personal and ndxed to the following persons in the following sharesl l. One-half (1/2) of my f.1state to my son, Walter W. crawford, provided he survives my by thirty (30) days. If he fails to so survive me, this bequest shall lapse and shall be distributed to my grandchildren. 2. one-half (l/2) of my estate to be shared by my grandchildren who are living at my death. Artis:]&. IV In addition to the powers conferred by law, I authorize mY Executor, in his absolute discretion I (al to retain in the form received and to sell either at public or private sale, any real estat.e or personal property except that which I specifically bequeath herein, (bl to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard t,o the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (el to compromise claims without court approval and without consent of .any beneficiary, (f) to file any federal i.ncome tax return for any year for Page TwO of Five KliCLI1'Li\Nl> RI.:L1~AtitAWLMLN.l This Agreement is made hy IIl1d 1I111t111p, I>lIl1phll1 I>eposll BlIl1k & Trust ComJ1I1I1Y. as Trustee of the Tessie K, C'ruwfiml Trusl. IIl1d, 115 FKeeulor (If the I':stllle nf Tessie K. Crawford, deceased (herein referrllli 10 sometimes 115 "lrllstel'll'xeculor" IIl1d sometimes liS "Trustee" und "Executor"). and Walter W. C'ruwfilrd. Ilurluu Shllw, Howurd (', ('ruwfilrd, .Jeannette Bortner and Gail C. Taylor, residuury henefit-iuries of Ihl' suid estllte (hercln collectively referred to as "Beneficiaries"). In accordance with their desirc Ihlll lhe IIdmlnisll'lltlon of the Tessie K, Crawford Trust and the Estate of Tessie K. Cl'llwti1l'l1 he t(,rmlllltled wilhnut the l'Kpel1:Je und further delay of u court accounting, the parties hereto, in wnsldel'llt Ion of the mutuul cOVCl1ants herein expressed, and intending to be Icglllly hound herehy. IIgree Ihlll: 1. The Tessie K. ('ruwfill'll Trllst wus estllhlished For Trust under un Agreement dated August 18, 1988. is 11011' In the process of linul udminislralion fllr approval of final distributions. and the Trustee hus prepllred Ibr presentution with the Court, its First and Final Account stated from August 19. 1988 In Murch 31, 191)8, u copy of which is attached hereto as Exhibit "A", Distrlhution of the Trust Illllunee hilS heretofllre heen made to thl~ Executor of the Estate of Tessie K, Crawford and there is no blllllncc remulning in the Trust Account. 2. The Estate of Tessie K, Cl'lIwfilrd, who died on Fehruary IS, 1997, is now in the process of administration, Lellers Testllmenllu'y huving been duly grunted to Dauphin Deposit Bank and Trust Compuny hy the Register of Wills of Cumherland County, Pennsylvania on March II. 1997. at No, 2197-()222. 3. Under provisions of the Deeedel1t's Lust Will dllted April 26, 1990, the Decedent bequeathed ol1e-half of her resldullry estule to her son, Wulter W. CrowCord and the remaining one-half to be shared equully hy such of her gl'Undchildren who were living at the time of her death, The Decedent was survived hy the thllowing grond children, including Darian Shaw, Howard C, Crowford, .Jeannette Bortner IIl1d Gail C. Tuylor. The Executor therefore proposes to distribute the residuary cst ute liS !illlows: a. Fifly (SOIi/O) per cent to her son, Waller W, Crnwt'ord; and h. Twelve and one-hull' (12SVc,) to her gl'llnd daughter, Darian Shaw; and c, Twelw and one-hlllt' (12.5%) to her grund son, Howard C. Crawford; and d, Twelve and one-hull' (12.5%) to hel grllnd dllughter, Jeannette Bortner; and e, Twelve and one-hlllt' (12.5%) to her gl'llnd duughter, Gail C, Taylor. . ~ . , . ... . 4, The combined balance on hand for distribution pursuant to the First and Final Account of the Executor, with balances current us of March 31. 1998 totals $204,993.39, and shall be distributed, as fbllows: a. To Walter W. Crawford, the sum of $102,496.69; and b. To Darian Shaw, the sum of$25,624.18; and c. To Howard C. Crawford, thr. sum of $25,624. 18; and d. To Jeannette B0I1ner; the sum of$25,624. 17 and d. To Gail C. Taylor. the sum of $25,624.17. 5. The parties acknowledge that the Trustee has made distribution to the Executor, whiCh has received the assets and subsequently made the paymcnts set forth in the First and Final Account of the Executor, a copy of which is attached hereto as Exhibit "B". The parties hereto approve the said First and Final Account of the Trustee, and. the First and Final AC'.:ount of the Executor. in their entirety. 6. The parties hereto consent, approve and agree that the remaining balance of the estate assets shall be distributed as set forth in paragraph 4. 7. Without intending to limit the rights or remedies of Trustee/Executor or its attorneys, the parties further agree to indemnify Trustee/Executor or its attorneys, and save the Trustee/Executor or its attorneys. hamlless against all liability, loss, and expense (including. but not limited to, costs and counsel fees) which Trustee/Executor or its attorneys. may incur. whether due to the Trustee/Executor's or its attorneys, negligence or otherwise, as a result of making the above-described distributions without a court audit. The parties, and each of them. hereby forever fully release, compromise, settle and discharge any and all claims, demands. actions or causes of action, legal or equitable. absolute or contingent, vested or hereafter to accrue, which any of them may have against any other party hereto or against the Estate of Tessie K. Crawford. deceased, or the Trustee/Executor or its attorneys. thereof, by reason of any matter, cause or thing growing out of or relating to any property or assets of Ihe said estate, or growing out of or relating to any act of the Trustee/Executor or its attorneys, in its administration of said estate, even if attributable to negligence, and agree that any period for the limitation of actions for the collection of any erroheous distribution or distributions. and, that in no event shall the said period for collection of any erroneous distribution or distributions be less thnn two years after the actual discovery thereof by the Trustee/Executor or its attorneys.. 8. The parties agree to execute such additional releases as the Trustee/Executor or its attorneys, may submit to them in order to confirm their discharge from any further liability to the parties in connection with the said estate. 9. This Agreement may be executed in multiple counterparts and, when so executed by all parties hereto. shall be binding upon all the parties, and their respective heirs. next-of-kin, personal representatives and assigns. PRINCIPAL Recelptl : Per Inventory Filed or Balance of Prior Account Th18 Aocount Net Gain (or Losa) on Sales or Othsr Dlapositlon/Prinoipal Less Diabursements: Debts of Decedent Funeral Expenaes Administration Expenses Federal/State Taxes Fees & Commissions Family Exemption Balance before Distributions Distributions to BeneficIaries Prinoipal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts: Per Prior Account Filed This Account 368.78 2,195.00 577.lJ. 12,319.69 19,273.01 0.00 Net Gain (or Loss) on Sales or Other Disposition/Inoome Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings Paga 236,300.26 27.11 3 3 (0,345.51) 4 227,981. 86 5 5 5 5 6 34,733.59 193,248.27 0.00 193,248.27 7 0.00 12,236.47 8-9 0.00 .....................'" 12,236.47 491.35 10 ........................ 11,745.12 0.00 ......................... 11,745.12 11 Combined Balance on Hand 204,993.39 .2. - Inventory of tne real Ind personal estate 01 "' Tessie K. Crawford deceased ."__ .__..._ W ..._.... ._-, -. '., ~ , ". .~., . Markatvest Intermediate US Goverluuant Bond 'uad Internal Revenus Service - 1996 Tax Refund 227,504 41 660 71 2.459 91 23 65 820 00 4,822 44 .9 14 Accrued InCereat' . ' Country Meadows of West. Shora II - Rafund of Sacurl,ty Oepoait and Interaat PA Blue Shield - Faderal Employee Program Prescription Reimbursement I , . ~ ;~l.. '" Ill... Dauphin Deposit Bank and Trust Company - Capital Reserve Account Accrued Interest ..- ------ -.--.-. . . ';' JnO '110 0'" "I '''- cl~I': Ie, \~, G '~J (.....~.. ....:. ':J COMMOHwULTW'OIl PIHNSY1.YANIA COUNTY Oil CUM'ULAND } ;. .1 .-...' - ...... I, Mandy R. H,f.cks, Trust OffJ.cer.of DauphIn DeposIt Bank and Trust Company --...' .. . .-- -., ...-.... -- .eco,eIl", 10 law, d.p..... .11" '.Y' Ihat the y_AtA..Che ~Yecll~ of the Eri.t. .f Tude K. Crawford -_._.~ - I.t. ., _East PennsborlLI.wf.IUW.1P. Mechanicsbunr. --. c..mIMrI.II" c.umy, ,.., ".c...... .lMI th.t th. wlthllll. .. I"","tory ma". Ity DauphIn DeposIt Bank and T~ Company. the ..1.1 Ex.c\lt~;. _ , ., Ih. .1111,. .rtat. ., ..1" dec.d.llt, con.htlllg 0' .11 the p."oll.1 p,oP..rly .nd ,eal .Il.t., ..copt re.' ....1. .utll". Ih. c.mm..w..lth of p.IIIIl)'ry.",.. .lId th.I Ih. "gu,.. oppo.". ..c:h It.m " th. IIIY.ntory rep'.I.nt It'. ,.1, ....Iu. II el the d.t, 0' d.c.d.nt'. duth. Dauphin Deposit Bank and Trust Company, Execute 1t.1., "uly _ sworn - Ill" ",1t.,.rI1tad It.'o,. m., " 91 By: );(aft/ . TruBC Officer Incwt., . ~.-ut PO Box 2961 [ Not.rlal Seal GrAce A, Gordon, NolalY Publlo .,:-rm-,burg, DauphIn Cour , ~/l'l Co~)~lSsll1n Expires Sop', 2t 2000 I -::. ',~ ";"IVjI,,i;:! ;'SS(\r.\"I~on 01 NOt4rIO Harr.isburg, PA 17105-2961 ~ Oat. 0' Death _ 15 Diy February "'.... 1997 Yu, IHmuCTioNS I. Ail IlIv.lltory mutt b. m." wlthlll Ihu. mOllth. .It., .ppo/ntm.nt 0' p."oll.1 rep,...nt.tln. 2. A .uppl.m.nt lllnntory mutt b. fiI.d with III thirty d"Y' 0' dlteo....ry 0' .,,"ltlolI.1 ....... J. Addilloll.1 .huh m.y 1M .tt.ched II to p."OIl./tv 0' ,talty 4. $.. MlcI. IV. Fie/ucl.".. Act 0' 19... , . " ' , . ~', ~ '... .c ~ ~ '" "i s . ~ "" 0 . N ~ ~ ... E-o 3 N 0 . N o :ll .... 0 . 0 ~ w ~ ... C .. .. j!: f ..I o ... . . \&, ... .0 ~ J Do. 5 ~ ..I ~ 0 U "'.0 Do. W ~ '" . ~ ~ ~ a: . ~ <J ~ ><: ".... o Q " '" ~ A - ~ ~ ..... .....c Z '" "' <J '.- ... '" '" " 1 " ",x E-o . '0 "C , .1 J 1 ... .: e S I . ~ 'if: ... 'Q . DISBURSEMENTS OF INCOME 1997.04.22 Dauphin Depoalt Bank and Trust 35.01 Co. . COl1IIIIhsion 1997.07.22 Dauphin Deposit Bank and Truat l37.02 Co. . Commhslon 1997.10.2l Dauphin Depoelt Benk and Trult 138.18 Co. - COIIIIIlission 1997.12.3l Dauphin Deposit Bank and Trust 89.37 Co. . Commission 1998-03-3l Dauphin Deposit Bank and Trust 9l.77 Co. - Commission ................... Total Disbursements of Income -10- ~, 491.35 491.35 " . . To: Gall C. Taylor . 1/8 ahare of R..ldue Prlnoipal: ............. Cuh 24,156.03 24,156.03 InoQllle: .. ~ .. .. .. .. .. C..h l,468.l4 1,468.l4 .............. ............... 25,624.17 25,624.l7 " 204,993.39 204,993.39 'I;. .l3. PRINCIPAL ReoelptB: Balanoe of Pr.lor Account This Acoount Page 0.00 228,7~5.06 3.4 Net Gain (or Loss) on Sales cr Other Dlsposlt1on/Prlnolpal 6,270.94 5 ........-............. 234,996.00 Less: General Disbursements Fees 4,109.30 0.00 6 4,109.30 Balance before Distributions Distrlb. to Beneficiaries 230,886.70 230,886.70 7 Principal Balance on Hand 0.00 8 For Information: Investments Made 9-10 Changes In Inveetment Holdings INCOME Receipts: Balanoe of Prior Account Thi,s Account Inccmo Balence on Hand 0.00 237,783,37 11-34 0.00 ........................ .. 237,783.37 132,660.3~ 35-45 ...............--..-.. 105,122.98 l05,l22.98 46-50 ...............-........ 0.00 5l Net Gain (or. Loss) on Sales or Other Disposition/Income Lese: Disbursements Balence Before Distribution Dlstributlons to Boneflciarles ~'or Informetion: Investmente Made Changes In lnvsstment Holdings Combined Balance on Hand 0.00 .._ --.v"_ -2- . DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES 1991-09-05 Teslle K. Crawford Principal 1,DOO.OO Dhtrlbutlon 1995-08.04 Teeeie K, Crawford . Principal 300.00 Distribution 1997.03-17 Tessie K. Crawford Eetate 2,082.29 Capital Reserve Account 1997-03-17 Tessie K. Crawford Estate 227,504.41 22,757,934 aharea Marketvest Funds Inc Intermediate US Govt IIond Fund 11593 ~. .......... .... ........ 230,886.70 ....................,.. Total Distributions of Principal 230,886,70 -7- RECEIPTS Or' INCOME Dividends: 1996.05-02 Marketvest Funds Inc. l,038.04 Intermediate US Government Bond Fund 1/593 1996.06-03 Marketveet Fun~8 Ino. l,077.03 Intermediate US Government Bond Fund 1/593 1996.07-03 Marketvest Funde Inc. l,077,32 Intermediate US Government Bond Fund 11593 1996-08.0l Marketvest Funds Inc. l,144.45 Intermediate US Government Bond Fund 1/593 1996-09-03 Marketvest Funds Inc. l,143.49 Intermedlete US Go~ernment Bond Fund (1593 1996-10-0l Marketveat Funde Inc. l,133.73 Intermediate US Government Bond Fund (1593 1996-11-0l Marketvest Funds Inc. l,2l5.43 Intermediate US Government Bond Fund 1/593 1996-12-02 Marketvest Funds Inc. l,2l4.91 Intermediate US Government Bond Fund (1593 1997-0l-02 Marketvest Funds Inc. l,32l.19 Intermediate US Government Bond Fund 1/593 1997.02-06 Marketvest Funds Inc. l,339.68 Intermediate US Government Bond Fund (1593 1997-03-05 Merketvest Funds Inc. 1,233.n Intermediate US Government Bond Fund (1593 1997-04-04 Marketvest Funds Inc. 708.10 Intermediate US Covernment Bond Fund 1/593 '....................... .. l3,646.70 -11. Interest: 1988.08.29 $30,000 Dauphin Deposit Ba~k 203.28 and Truet Co. C",rtlflcate of Deposit #Ol57969868 8X due 03/29/90 1988.08.3ll $30,000 Dauphin Deposit 8ank 188.03 and Truet Co. Cert.lflcate of Deposit #0157929556 7.4X due l2/30/90 1988.09-01 Market Square Cash t~anager 1 96.04 1988.09.30 $ 30 ,000 Dauph 1 n Depos 1 t Balik. 203.28 ~nd Trust Co, Certificate of Deposit #0157969868 8X due 03/29/90 1988 -lO - 03 $30,000 Dauphin Deposit Bank 188.03 and Trust Co, Certificate of Deposit #0157929556 7.47. due 12/30/90 1988.l0.03 Ms,rket Square Cash Manager 1 93.09 1988-l0.3l $30,000 Dauphin Deposit Bank l8l.97 and Trust Co, Certificate of Deposit #0157929556 7,47. due l2/30/90 1988-l0..3l $30,000 Dauphin Deposit Bank 196.72 and Trust Company Certificate of Deposit #015796986B B7. due 03/29/90 1988 .11. 0'. Market Square Cash Manager 1 23.73 1988.11.30 $30,000 Dauphin Deposit Bank 2030 28 and Trust Company CertifiCate of Deposit #0157969B68 B7. due 03/29/90 1988.l2.01 $30,000 DauphIn Depoait Bank 188.03 and Trust Company Certificate of Deposit #0157929556 7.47. due 12/30/90 1988.12.05 Merket Square Cash Manager 1 24.78 1988-l2.30 $30,000 Dauphin Deposit Bank 196.72 and Trust Company Certificate of Deposit #Ol57969B68 BX due 03/29/90 .12. 1989.0l.03 $30,000 Dauphin Deposit Bank 181.97 and Tru9t Company Certificate of Deposit #0157929556 7.4~ dUll 12/30/90 1989.0l-06 Market Square Cash Manager 1 32.03 1989.0l-30 $30,000 Dauphin Deposit Bank 203.78 and Truat Company Certificate of Deposit #0157969068 8~ due 03/29/90 1989.0l.3l $30,000 Dauphin Deposit Bank 188.51 and Trust Company Certlf icate of Deposit #0157929556 7.4~ due 12/30/90 1989.02-06 Market Square Cash Manager 1 39.51 1989-03-01 $30,000 Dauphin Deposit Bank l76.39 and Trust Company Certificate of Deposit #0157929556 7,4~ due 12/30/90 1989.03-01 $30,000 Dauphin Deposit Bank 197.26 and Trust Company CertIficate of Deposit #0157969868 Br. due 03/29/90 1989.03.02 Market Square Cash Manager 1 34.00 1989.03.29 $30,000 Dauphin Deposit Bank 190,69' and Trust Company Certificate of Deposit #0157969866 6r. due 03/29/90 1969.04-03 $30,000 Dauphin Depos 1 t Bank l82.46 and Trust Company Certificate of Deposit #0157929556 7.4r. due 12/30/90 1989.04.05 Market Square Cash Manager 1 4l.76 1989-0S-0l $30,000 Dauphin Deposit Bank l88.55 and Trust Company Certificate of Deposit #0157929556 7.4r. due 12/30/90 1989-05-01 $30,000 Dauphin Deposit Bank 203.83 and Trust Company Certificate of Deposit #Ol57969868 8~ due 03/29/90 1989.05.03 Market Square Cash Manager 1 47.73 -1.3 - 1989.09.29 $30,000 Dauphin Depoeit Bank 203.84 and Trust Company Certificate of DeposltlOl57969868 8X due 03/29/90 1989-l0-04 Capital Reserve Account 39.3l 1989-l0-30 $30,000 Dauphin Deposit Bank 197.26 and Trust Company Certificete of DepoHlt 10157969868 8X due 03/29/90 1989-l0-3l $30,000 Dauphin Deposit Bank l82.46 and Trust Company Certificate of Daposlt 10157929556 7,4X due l2/30/90 1989.11-06 Capital Reserve Account 32.94 1989-1l-29 $30,000 Dauphin Deposit Bank l88.55 and Trust Company Certificate of Deposit UOl57929556 7.4X due l2/30/90 1989-1l-29 $30,000 Dauphin Deposit Bank 203.84 and Trust Company Certificate of Deposit UOl57969868 8X due 03/29/90 1989-l2-06 Capital Reserve Account 32.25 1990-01-08 Capital Reserve Account 35.4~ 1990-0l-l0 $30,000 Dauphin Depoeit Bank l82. 47 and Trust Company Certifloate of Deposit IOl57929S56 7.4X due l2/30/90 1990.0l-l0 $30,000 Dauphin Deposit Bank 191.26 and Trust Company Certifloate of Deposit 10157969868 8X due 03/29/90 1990-01.29 $30,000 Deuphln Deposit Bank l88.54 and Trust Company Certificate of Deposit UOl57929S56 7.4X due 12/30/90 1990.0l-29 $30,000 Dauphin Deposit Bank 203,83 and Trust Compeny Certificate of Depos 1 t 110157969868 8X due 03/29/90 1990-02.05 Capltsl Reserve Account 46.62 -lS- 1990-03-01 $30,000 Dauphin Deposit Bank l16,39 and Truet Company CertifIcate of Deposit #01S7929556 7,4% due 12/30/90 ~990.03-01 $30,000 Dauphin Deposit Bank 197.26 and Trust Company CartIflcate of Deposit #Ol57969868 8r. due 03/29/90 1990-03-08 Capital ReaervB Account 51,21 1990-03-29 $30,000 Dauphin Deposit Bank l82.46 and Trust Company CertIficate of Deposit 110157929556 7.4% due .12/30/90 1990-03.29 $30,000 Dauphin Deposit Benk 190.69 and Trust Company Certificate of Deposit #0157969868 8r. due 03/29/90 1990-04-04 Capital Reserve Account 69.l9 1990 - 04 - 30 $30,000 Dauphin Deposit Bank lSS.55 and Trust Company Certificate of Deposit #Ol57929556 7,4% due 12/30/90 1990-05-02 Caplta.1 Reserve Account 263.16 1990-0S-29 $30,000 Dauphin Deposit Bank l82.47 and Trust Company Cert if icete of Deposit #0157929556 7.4% due l2/30/90 1990-06-04 Cap i tal Reserve Account l89.S8 1990-06-29 $30,000 Dauphin Deposit Bank l8S.5S and Trust Company Certificate of Deposit #Ol57929S56 7.4% due 12/30/90 1990.07-03 Capital Reserve Account 61.45 1990-08-01 $30,000 Dauphin Deposit Bank l82.46 and Trust Company Certificate of Deposit #0157929556 7.4% due l2/30/90 1990-08.03 CapItal Reserve Account 46;'22 1990-08-29 $30,000 Dauphin Deposit Bank l88.5S and Trust Company CertIficate of Deposit #0157929556 7.4% due .12/30/90 -16- 1990-09-05 Capital Reservs Acoount 46.47 1990.l0.01 $30,000 Dauphin Depoalt Benk l88.55 and Truet Company Certlfloate of Deposit OOl57929556 7.4% due l2/30/90 1990-l0-05 Capital Reserve Account 38.06 1990.l0-29 $30,000 Dauphin Deposit Bank 182.46 and Trust Company Certifioate of Deposit 00157929556 7,4% due l2/30/90 1990-11.05 Capital Reserve Account 48.25 1990-11-29 $30,000 Dauphin Deposit Bank 188.55 and Trust Company Certificate of Deposit 00157929556 7.4% due 12/30/90 1990-12.04 Cap i tal Reserve Account 37.5l 1990.12.31 $30,000 Dauphin Deposit Bank 182.47 and Trust Company Certificate of Deposit 00157929556 7.4% due 12/30/90 1991-01.03 Capital Reserve Account 39.89 1991-02.04 Capital Reserve Account 213.63 1991.03.04 Capital Reserve Acoount l25.81 1991.04.02 Capital Reserve Acoount 69,7l 1991-05.0l Capital Reserve Account 44.93 1991-06.04 Capital Reserve Account 39.23 1991-07-01 Capital Reaerve Aocount 26.34 1991-08.01 Capital Reserve Account 7.89 1991-09-03 Capital Reserve Account 6.35 1991-10-01 Capital Reserve Account lO.79 1991-11.01 Capital Reserve Acccunt 14.81 1991-12.02 CapItal Reserve Acoount 15.53 1992-01.02 Capital Reserve Aocount 18.96 1992-02.04 Capital Reserve Account 16.31 ..1.7 . 1992-03.02 Capital Reserve Acoount 16.00 1992.04.01 Capital Reserve Aooount l7.22 1992. OS - 01 Capital Reaerve Aocount l3.34 1992. 06 - 01 Capital Reserve Aooount l2.69 1992-07-01 Cap 1 tal Reserve Aooount 13.80 1992-08-03 Capital Reserve Aocount l3.8S 1992-09-01 Cap i tal Reaerve Account l3.94 1992.10-01 Cap.ltal Reserve Aooount l1. 23 1992-11-02 Capital Reserve Aocount ll. 61 1992.12-01 Capital Reserve Aocount l3.S4 1993-01-04 Capital Reserve Account lS.SS 1993-02-01 Capital Rsaerve Account l3.97 1993 - 03 - 01 Capital Reserve Account l4.63 1993-04-0l Capital Reserve Aocount l6.09 1993-0S-03 Cap 1 tal Renerve Aocount l4.26 1993-06-01 Capital Reaerve Account l4.01 1993-07.0l Capital Reserve Account l5.70 1993-08-03 Cap i tal Reserve Account l5.16 1993-09-02 Capital Reserve Account l7.SS 1993-l0-04 Cap i tal Reserve Account 25.67 1993-11-02 Cap i tal Reserve Account 76.83 1993-12-02 Cap 1 tal Reserve Account 28.62 1994-01-04 Capital Reserve Account 21. 31 1994-02.02 Cap 1 tal Reserve Aocount 21.61 1994-03-01 Capital Reserve Account 21.l7 1994-04-01 Cap 1 tal Reserve Account 23.1.8 1994 - 05 - 03 Capital Reserve Account 2S.70 1994-06.01 Capital Reserve Account 33.68 .1B- 1994.07.01 Capital Resarve Acoount 33.10 1994.08.02 Cap i tal Reserve Acc ount 3/..36 1994.09.0l Capital Reserve Account 43.26 1994-l0.03 Cep 1 tal Reserve Account 38.47 1994.11.01 Cap 1 tal Reserve Account 44.56 1994-12-01 Capital Reserve Account 32.46 1995-01-03 Capital Reserve Account 36.99 1995 - 02. Ol Cap 1 tal Reserve Account 29.90 1995-03-01 Capital Reserve Account 28.l4 1995-04-03 Capital Reserve Account 36.89 1995.0S-01 Capital Reserve Account 59.96 1995-06.0l Capital Reserve Account 49.12 1995-07-03 Cepital Reserve Account 23.43 1995-0S-01 Capital Reserve Account 21.11 1995.09-01 Capital Reserve Account 32.31 1995 -lO. 02 Capital Reserve Account 29.71 1995-11.0l Capital Reoerve Account 22.03 1995 .l2 - 01 Capital Reserve Acoount 26.42 1996.01-02 Capital Reserve Account 19.95 1996. 02.01 Capital Reserve Account 22.69 1996-03-01 Capital Reserve Account 20.79 1996-04-0l Capital Reserve Acoount 18.69 1996-05.01 Capital Reserve Account 22.98 1996.06.03 Cap i tal Reserve Account 25.34 1996.07-01 Capital Reserve Acoount 27.25 1996-08-01 Capital Reserve Account l6.02 1996.09-03 Capital Reserve Account 20.25 1996.10-02 Capital Reserve Account 15,71 -19. 1989-02-07 U.S. Troosury - Soold 230.00 Seourlty 8ensflt 1989-03-03 Fixed Income Colleotlve 312.97 Investment Fund 1989-03-08 U.S. Treasury - Social 230.00 Secudty Benefit 1989-04-04 Fixod Income Colleotive 342.63 Investment Fund 1989-04-06 U.S. Treasury - Social 230.00 Security Benefit 1989-05-02 Fixed Inoome Collective 334.8l Investment Fund 1989-05-05 U.S, Treasury - Sooial 230.00 Secudty Benefit 1989-06-06 Fixed Income Collective 325.65 Investment Fund 1989-06-07 U.5, Treasury - Social 230.00 Security Benefit 1989-07 -05 Fixed Income Collective 342.74 Investment Fund 1989-07-07 U.S. Treasury - Soc ial 230.00 Secudty Benefit 1989 - 08 - 03 Fixed Income Collective 373.44 Investment Fund 1989-08-07 U.S. Treasury - Soolal 230.00 Security Benefit 1989-09-06 Fixed Income Collective 386.49 Investment Fund 1989.09 - 07 U.S. Treasury - Social 230.00 Secur I ty Benef.i t 1989-l0-04 Fixed Income Collective 3n;88 Investment ~'und 1989-l0-06 U.S. Treasury - SocIel 230.00' Security BenefIt 1989-11-03 Fixed Income Collective 425; 27 Investment Fund 1989-11-07 U.S. Treasury . Social 230,00 Security Benefit -21- 1990-05-09 U.S. Treasury - Social 245.00 Seourity Boneflt 1990-06-05 Civil Servloe . Bsneflts 1,094.16 1990-06-05 Fixed Income Colleotlve 513.44 Inveatment Fund 1990-06-06 U.S, Treaeury . Social 245.00 Security Benefit 1990-07-0S Civil Servloe . Benefits 1,094.l6 1990-07-05 Fixed Income Collective 634.26 Investment Fund 1990-07-06 U,S. Tressury - SOCial 245.00 Seourlty Benefit 1990.08.03 CIvil Service - Benefits l,094.16 1990-08-03 Fixed Income Collective 652.35 Investment Fund 1990-08-07 U,S. Treasury . Soc lal 245.00 Security Benefit 1990-09.06 Fixed Income Collective 649.9l Investment Fund 1990-09.07 Civil. Service Benaflte 1,094.16 1990-09'O7 U.S, Treasury Socls1 245.00 Security Benefit 1990-l0-03 Civil Service - Benefits 1,094.l6 1990-1O-03 Fixed Income Colleotlve 633.67 Investment Fund 1990-l0-0S U.S. Treasury - Social 245.00 Security Benefit 1990.1J.-OS Fixed Income Collective 647 .96 Investment Fund 1990'1l-06 Civil Service Benefi ts 1 ,094, l6 1990.1l.13 U,S. Treasury SOcial 245,00 Sucurlty Benefit 1990.l2-05 Fixud Income Collective 643 . 93 Investment Fund 1990'l2-06 Civil Service . Benefits l,094,l6 .2~. 1992.02-05 U.S. TreaRury . Social 268.00 Saourlty ~aneflt 1992.03-03 Civil ServluR . Benefits l,195.94 1992.03-04 Fixed Income Collective 846.27 Investment Fund 1992.03-05 U.S. Treasury. Social 268.00 Security Benefit 1992.04-02 Civil Service - Benefits 1,224.94 1992-04-02 Fixed Income Collective 89l.95 Investment Fund 1992.04-03 U.S. Treasury' Social 268.00 Security Benefit 1992.0S-04 Civil Service Benefits 1,224.94 1992.0S-04 U.S. Treasury Social 268.00 Security Benefit 1992-0S-05 Fixed Income Collective 858.46 Investment Fund 1992-06-03 Fixed Incomo Collective 875.03 Investment Fund 1992-06-04 Civil Service Beneflte 1 ,224. 94 1992.06-01, U.S. Treasury Social 268.00 Security Benefit 1992-07-02 Civil Service - Benefits 1,2.24.94 1992.07-03 Fixed Income Collective 854.60 Investment Fund 1992.07-06 U.S. Treasury - Social 268.00 Security Benefit 1992.08-04 Civil Servloe Benefi ts 1,224.94 1992.08 - Olf U.S. Treasury Soc ial 268.00 Security Benefit 1992-08.05 Fixed Income Collective 869,13 Investment Fund 1992.09-02 Civil Service - Benefi te 1,224.94 1992-09.03 Fixed Income Collective 863.36 Investment Fund .26- 1993-04.06 U.S. Tre.eury . Soalal 272,00 Seourlty Benefit 1993-05.05 Civil Servloe . Benefits 1,258.59 1993.0S.05 Fixed Inoome Colleotlve 8l3.36 Investment Fund 1993-0S-0S U.S. Trsasury - Soolal 272,00 Security Benefit 1993-06-03 Fixed Inoome Collective 825.66 Investment Fund 1993-06-04 U.S. Treasury . Soolal 272.00 Seourlty Benefit 1993-06-08 Civil Servloe . Benefits l.2S8.59 1993-07-06 Fbted Inoome Collectlve 800.22 Investment Fund 1993-07-06 U,S. Treasury - Soolal 272.00 Seourlty Benefit 1993-07-08 Civil Service - Benefits l,2S8.59 1993-08-04 Fixed Income Colleotlve 827,59 Investment Fund 1993-08-04 U.S. Treasury - Social 272.00 Security Benefit 1993-08-06 Civil Service - Benefits 1,258.59 1993-09-02 Fixed Income Collective 817.17 Inveatment Fund . 19\13-09-03 U.S. Treasury - Social 272.00 Security Benefit 1993-09-07 Civil Service . Benefits l,2S8.S9 1993..10-05 Fixed Income Collective 803.73 Investment Fund 1993-l0-07 Civil Service Benefl ts l,258.S9 1993-10-13 U. S, Treesury Social 272 .00 Security Benefit 1993-11.-02 Civil Service - Benefits l,258.59 1993-11.03 Fixed Income Collective 948,6l Investment Fund .28. 1993-11.04 U.S. Treaellry - Soolal 272.00 Seourlty Benefit 1993-12.02 Civil Servloe - Benefit. 1,258.59 1993.1.2.02 Fixed Inoome Colleotlve 1,053.83 Inve.tment Fund 1993-12-06 U.S. Treaeury - Social 272.00 Security Benefit 1994-0l.0S Civil Service - Benefits 1,263.59 1994-01-0S Fixed Income Colleotive l,066.70 Investment Fund 1994.01-0S U.S. Treasury - SocIal 275.00 Security Benefit 1994-02.02 Civil Service . Benefits l,263.59 1994-02-03 Fixed Inoome Collective l,077~67 Investment Fund 1994-02-08 U.S. Treasury - Sooial 275.00 Security Benefit 1994-03-02 Fixed Income Collective 1,OlO.49 Investment Fund 1994-03-04 Civil Service Benefits l,263.S9 1994-03-08 U. S. Treasury Social 275.00 SecurIty Benefit 1994-04-05 Civil Service - Beneflte 1,292.59 1994-04-0S Fixed Income Colleotive l,052.66 Investment Fund 1994-04-06 U.S. Treasury - Social 275.00 Security Benefit 1994-05-03 Fixed Income Collective l,Ol2.1S Investment Fund 1994-05-04 Civil Service Benefits l,292.S9 1994.05-0s U.S. Treesury Social 275.00 Securl ty Benef 1 t 1994 - 06 - 03 Civil Service. Benefits 1,292.59 1994 - 06 - 03 Fixed Income Colleotive l,034.22 Investment Fund -29- 1994.06-07 U,S. Treaeury - Sooial 27~1. 00 Seour1ty Benefit 1994-07-05 Fixed Income Collective l,007.28 Inveetll\ent Fund 1994-07-06 Civil Servloe Benefits 1,292.59 1994-07.06 U.S. Treasury Soo lal 275.00 Security 8eneflt 1994-08.03 Civil Service . Benefits l,292.59 1994-08-03 Fixed IncQme Collective l,007.48 Investment Fund 1994.08-05 U.S. Treaeury - Social 275.00 Security Benefit 1994-09-02 Civil Service . Beneflte 1,292.59 1994-09-02 Fixed Income Collective 989.94 Investment Fund 1994-09-07 U.S. Treasury - Social 275.00 Security Benefit 1994 .lO - 04 Fixed Income Collective 968.88 Investment Fund 1994.10-06 Civil Service Benefits l,292.59 1994-10-06 U.S. Treasury Social 275.00 Security Benefit 1994.11-03 Civil Service . Benefits l,292.59 1994-11-03 Fixed Income Collective 978.6l Investment Fund 1994-11-04 U.S. Treasury. Social 275.00 Security Benefit 1994-12-02 Civil Service - Benefits l,292.59 1994-l2-02 Fixed Income Collective 975.78 Investment Fund 1994 .l2 - 06 U.S. Treesury . Social 275.00 Security Benefit 1995-0l-04 Fixed Income Collective 998.15 Investment Fund 1995.01.05 Civil Servlcl'l . Benefits l,29s.59 .30- 1995.01-05 U.S. Treasury - Soolal 279.00 Seourlty Benefit 1995-02-02 Fixed Inoome Colleotlve 1,066.81 Invutmllnt .Fund 1995.02-03 Civil Servloe 8enefl ta 1,~96.9S 1995-02-07 U. S. Treasury Soolal 279.00 Seourlty Benefit 1995-03-02 Civil Service . Benefite l,296;95 1995.03-02 Fixed Inoome Collective l,084.00 Investment Fund 199s-03-07 U.S. Treasury - Soolal 279.00 Seourlty Benefit 1995-04-04 Fixed Income Collective l,lS2,28 Investment Fund 1995-04-06 Civil Service Benefits 1,328.95 199s-04-06 U. S. Treasury Social 279.00 Security Benefit 1995-0S-02 Fixed Income Collective l,l94.12 Investment Fund 1995-0S-03 CIvil Service Benefl ts l,328.95 1995-05-05 U, S. Treasury Social 279.00 Seourlty Benefit 1995'06-02 Fixed Income Colleotlve l,223.BS Investment Fund 1995. 06 - 05 Civil Service Benefl ts 1,328.95 1995 - 06 - 06 U. S. Treasury Social 279.00 Security Benefit 1995-07-0s Civil Service - Benefits l,328.9S 1995-07-0S Fixed Income Collective 1,200.51 Investment Fund 1995-07-05 U.S, Treasury. Soolal 279.00 Security Benefit 1995-08-02 Fixed Income Collective 1,224.l8 Investment Fund 199s - 08 - 03 Civil Service. Benefits 1,328.95 .31. 1996~O2-06 U.S. Treasury. Socls1 29l.00 Security Benefit 1996-03-0I, Civil Service . Benefits l,328,SO 1996-03-04 Fixed Income Collective 1,158.88 Investment Fund 1996-03.05 U.S, Treaoury . SOCial 291. 00 Seourity Benefit 1996-04-0l Fixed Inoome Collaotive 1,254.55 Investment Fund 1996-04.02 Civil Servloe Benefits 1,359.50 1996.04.0S U. S. Treasury Soo lal 291. 00 Security Benefit 1996-0S-02 Civil Service Benefits 1,359. SO 1996-0S-06 U. S. Treasury Soo ial 291. 00 Seourlty Benefit 1996.0S.16 Internal Revenue Service . 925.00 1995 Tax Refund 1996.06-05 Civil ServIce Benefits l,359.S0 1996-06-05 U. S, Treasury Sooial 29l . 00 Security Benefit 1996-06-17 Commonweal th of Pennaylvanla 30.00 - 1995 Tax Refund 1996.07-03 Civil Servioe - Benefits 1,359.50 1996-07-05 Patriot News Company. Refund 62.40 on Canoellation 1996.07-0S U. S. Treasury . Sooial 291. 00 Seourity Benefit 1996.08-02 Civil Servloe BenefIts l,359.S0 1996.08-06 U. S. Treasury Sooial 29l.00 Ssourl ty Benef 1 t 1996-09-04 Civll. Servloe Banefi ts 1,359.50 1996-09.04 U. S. Treasury Soo i 01 291. 00 Securl ty Boneflt 1996.10-02 Civil Servloe . Benefits 1,359.50 -33. DISTRIBUTIONS OF INCOME TO BENEFICIARIES 1989-1l-lS TesslQ K. Crawford - IncOllle 300.00 Distribution 1989-l2.lS Teasle K. Crawford - IncOllle 300.00 Distribution 1990-01-16 Tessie K. Crawford - IncOllle 300.00 Distribution 1990-02-1S Tessie K. Crawford - Income 300.00 Distribution 1990-03.1S Tessie K. Crawford . Income 300.00 Dletrlbutlon 1990-04-l6 Tessie K. Crawford - Income 300.00 Distribution 1990-0s-1s Tessie K. Crawford - Income 1,600.00 Distrlbutl.on 1990-06-1S Teesle K, Cr.awford - Income 1,600.00 Distribution 1990-07-16 Tessie K. Crawford . Income 1,600.00 Distribution 1990-08-1S Tessie K, Crawford . Income 1,600.00 Distribution .l990-09-l7 Tessie K. Crawford - Income 1,600.00 Distribution 1990-10-lS Teeale K. Crawford . Income 1,600.00 Distribution 1990-11.ls Tessie K. Crawford . Income l,600.00 Distribution 1990-12-17 TesAle K. Crawford - Income l,600.00 Diatrlbution 1991-0l-1s Tessie K. Crawford - Income l,600.00 Distribution 1991.02-ls Tessie K, Crawf ord - IncOllle l,600.00 Distribution 1991-03-1S Teasie K. Crawford - Income 1,600.00 Distribution 1991.04-1S Tessie K. Crawford . Income 1,600.00 DIstribution -46- 1991-05-15 Teesie ((. Crawford . Income l,600.00 Distrlbutl,on 1991.06-17 Tessie K. Crawford . Income 1 ,600 . 00 Distribution 1991-07-15 Tessls K. Crawford - Income 1,600.00 Distribution 1991.08.15 Tese1e 1<. Crawford - Inoome l,600.00, . Distribution 1991-09-16 Tessie K, Crawford . Income l,600.00 Distribution 1991-l0.1S Tesela K. Crawford - Inoome l,600.00 Distribution 1991-1l-15 Tessie K, Crawford - Inoome 1,600.00 Distribution 1991..l2-16 Teesle K. Crawford - Income 1 ,600 .00 Distribution 1992-0l-15 Tessie K. Crawford - Inoome 1,600.00 Distribution 1992-02-l8 Tessie 1<. Crawford - Inoome l,600.00 Dietribution 1992-03-l6 Tessie K. Crawford - Income l,600.0a Distribution 1992-04-1S Tessie 1<, Crawford - Income 1,600.00 Dlstribut.1on 1992-05-15 Teesle K, Crawford - Income 1,600.00 Distribution 1992-06-lS Tess Ie K. Crawford . Income l,600.00 Distribution 1992-07-15 TessIe K. Crawford - Income 1 ,600. 00 Distribution 1992-08-17 Tessie K. Crawford " Income l,600.00 Distribution 1992-09-l5 Tessie K. Crawford " Income l,600.00 Distribution 1992-l0-l5 Tessie K, Crawford - Income l,600.00 Distribution 1992-11-l6 Tessie 1<. Crawford Income l,600.00 Distribution -47- 1992.12.15 Tsssls K. Crswford . Income 1,600.00 Distribution 1993.01.1S Tessls K. Crawford . IncOlRs 1,600.00 Distribution 1993.02.16 Tessie K. Crawford . Income 1,600.00 Distribution 1993.03.1S Tsssie K. Crawford " Incoms 1,600.00 Distribution 1993.04.lS Tsssle K. Crawford " Income l,600.00 Distribution 1993.0S.17 Tessie K. Crawford " Income 1,600.00 Dlstrlbut Ion 1993"06-15 Tessie K. Crawford " Income 1 ,600.00 Distribution 1993.07-15 Tessie K. Crawford - Income 1,600.00 Distribution 1993-08-16 Tessie K. Crawford - Income l,600.00 Distribution 1993-09.15 Tessie K. Crawford . Income 1,600.00 Distribution 1993.l0-l5 Tessie K, Crawford - Income l,600.00 Distribution 1993.11.15 Tessie K. Crawford . Incomo 1,600.00 Distribution 1993 .l2 -l5 Tessie K. Crawford - Income 1,600.00 Distribution 1994" Ol-18 Tessie K. Crawford - Income 1,600.00 Distribution 1994-02.lS Tessie K. Crawford - Income 1 j 600 . 00 Distribution 1994-03.l5 Tessie K. Crawford - Income 1,600.00 Dietributlon 1994 - 04 .1.5 Teesie K. Crawford . Income l,600.00 Dlstrlbutl,on 1994-0S-l6 Teesle K. Crawford . Income 1,600.00 Dietributlon -48. f)~ ... ili Sl ... w '" (:~, '0. OATIS 0' DEATH A"1l U/31/91 CHICk H'" I INHERITANCE TAX RETURN ~~::~u~~l)l!.ltl:.L~I~IllJI.n~__ I RESIDENT DECEDENT fILS NUMI.. COMMONWEALTH m "NNSYlVANIA I (TO BE FILeD IN DUPLlCA TE '2] ,1.<"9'( DEPARTMENT Of PEVfNUE _ ~ ...,~...,,~J14J~o\,)i180601 .. .. WITH REGISTER OF WILLS) COUNTY CODE YEAR Of.C:[OtNt'~ NAMt l(m, flR'T, AND MI06TI It~lliA.ll '-=---=:-----,.,;:" ,._-_.~. .. -- ...I.....l>ftlDeNI'S-(O-~;lfTf J,{)D;;f~S -. , --- :.'Ar~~~~;~:==~Y ^ '-_j"~~;;~~~'[ ..r~~;l~.~;;_~ co~~],y_j~~;~:_:~^ n~~.~!~_ Roa~___,.~ (I' A"lIt'A~111 \U~VIVltIO 5mlHn t>j,l,l,\! IIAlr, 'I~~r MoU \o\llltJlllNlllAq SOCIAL SECURity NUMUIl AMOUNI kECfIYfO (SH IN'.'RUCll0N.\1 '~~~---..__......_-~-----..__.- ...-.----,.-,,-.. .-- -;-~-~--.._-~- ---.--....----.--,.___~.,._.<O._.~~._~..___,__,_~ liJ 1. Original Return [J ~,Supplomenlal Return [) J, Remainder Return (for datet of dealh prior 1012.13.82) [J 4. limited Euote [] 4a, Future Inlerelt Compromise 0 5, F.deral Euat. Tax Return Required -. (lor datlll of death after 12.12.92) biJ 6. O~codent Dieo re.tale [] 7. Decedunt Maintained 0 living Trull _~ a. Total Number of Safe Depollt Soxe, {Allach copy of Will) ._.._~.__..~.t.I~2.~~OPY .of Tr~tll __~__ ALL CORRESPONDENCE AND CONFIDENTIAl, TAX INFORMATION SHOULD BE DIRECTED TO, NAM':~~!~~~E~.;BD~!IL~X~',&.~;~~XA~y,~,__ COM"'" MAILING AOO"\~~ West Main Street mfPHON' NUM'" Mechanicsburg PA l7055 ..I 'fl7 1_ _~~7--:~.?28_~~=._=~..__. ,qfV.l.'iOO !)(+ F.Qot) 21. If line 18 It grealtH them Une 19, entor ,he difference on Line 21. lhit is the TAX DUE. A, Enter tho (nltHIII on Ihe balance due on Line 21A. 8. Enter Ihe 10101 of lino 21 Clnd 21A on Un~ 21B. Thil I' the BALANCE DUE, Male. Check Payable to: Regi.t., of WlII., Agent !--._-~--~-._-~--_._- '-'-j.: ~ BE SURE TO ANSWER AUQUE5TlONS' ON REVERSE SIl;E AND TO R-f,CHECK MATH '<II( 00( Under 'penalties of porlury, I declate 'hat I hove ;;;;:;~;djhis roturn, including accompanying schedules rJ~d ;'a!emenh, and to the besl of my knowledge and belief, it is !rl.l~, correcl and completo. , dedore that 011 teal oslat" has bften reportod 01 Irue markol "olue. Ddclorolion of proparlH other Ihon Ihtl perianal representative h bosed on 011 information of which prepOrlH hCII ony knowledge. ;J.~.'e~N~z.~~J:~:~-p-::;':::---'f:~~~}f-~:~t~l~;Lt.... ._.~-=~-~= ::::-~rc{~7_ . fly. MechanlcsburgPA17055 lD !r!lf7 o I/!~ oon t:lg!ol8ER '" ... lit!:: lrllE... >:'"'' u~;: " ~ffi a:", a: " 8~ " '" ;:: 5 E .. .. ... '" a: 1, Real Eltale (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Clalely Held Stock/Partner.hip Interl!l5t (Schedule C) 4. Mortgog" and NOllu Receivable (Schedult UJ 5. Cash, Bonk Deposits & MilcelloneouI Per.\onal Properly IS,hedule EI 6. Jointly Owned Property (Schedule F) 7. Tranl!e" ISchedule GIISched,l. l) 8. Total Gross AlSoh (totollinet 1-7) 9. Funeral Expenses, Administrative COltS. Mi$cellaneous EKrenlls (Schedule HI 10. I).blt, Mortgage Uabilitles, liens (Schedule I) 11. T otol Dec/uelions (tala I LltulI 9 & 10) 12 Nel Value of Estate tUne 8 mlnu5 Une 11) 13. 14, 15, 11) ___.._6.2:000.00 239,005.86 12 I ~__'____"_.. 13Ic___c 14 I ______ 151 1,723.36 161 171 l~,982.27 181 302,729.22 191 1101 _ l~,982.27 287,7~6.95 28,774.70 258,972.26 1111_. 1121 1131 (141 '" '" ;:: ~ :E '" u :l r- ChC1ritoble and Governmental Bftquetlt (Schedule Jj Net Value Subject to Tal( (line .12 mi~.~~~_ Spousoll'ronsfers lfar delles of death after 6-30.94) See Instructions for Ar,pUcable Percentage on Rfl'ferUI Side. (Include values rom Schedule K or Schedule M.J 16, Amount of line 14 toxuble al 6% ralb (Include "olu~s from Schedule K or Schedule M.) 17. Amounl of Uno 14 taxable at 15% role (Indude valuel from Schedule I< or Schedule M,l lB. Principollax due (Add tal( from Lines 15, 16 andl?,) 1 Q, Credil1 ~~~~~'_al pov:~~~~~~ + .1-~t: 8.~!~e8t~. (191 1201 1),,550.0Q...____ (151 . (161 K.__D 258,972.26 )( ,06 = __._l5 .53!h.~_cu 1171_._......_____,.c._._..__.y .15. (181 15,538.311 Dhco.Jnl 550.00 +~_.~- Inlerest 20. If line 19 it greater Inon line 18, enler the dlflerenco on Lin() 20. Thl, if the OVU'AYMENT. 11[1 Ch.c~ here If you arc ,eqvastin 0 ((}fu,\d of YOU( oV(lrpt;lymenl ......__-.3.A8Jl..JlL_._... 1211 121A) 12181 .----------3+9B./W.LL__... IUMMARY OF BALlENT FUTUREI Iulilll- .... CIMlt Pitc, LtIlitJelll\*lMl 0McI1ooII 131, P",'2 CIIy -- C4idI c"""",... IllIo PA /41 CoOt 11061 _I'''' 32~O11' ~_, NA , NA NA _ICioA L_ NA RlChahlC,Sntil:laktf,!1qUIft SIlt I.' ""I 1,274 """ pol SquoI'" $ L...... ~lftr. ~ HIO- - Avtllll' ICIIIR_ 5 ltOoomo 511III OW'" OlII~AliP<liIodV'" KI'In 0ImIV, .,.., Jll\lUIry)ld,1t81' fNlI_~V'" $ '1,000 k1lm sse.. 'lOlAL 2000 tor Wmow..IWI.... wftwjtl by III mode, ~. - \.&QO,ALAMOOE 1............-. &:f.l'Ii[Jwill .-.I..;.... LG CIlI'mlRuUI&IIIApp''''' IU..lry A.".I.al "I,.ri UNIFORM REWillJ.T1AL APP!!!.!jAL REPORT, "'.... ,_ \II~_ -1lIlLJ'L IilCoc1t,l'OOO ~ ~~_.. _______ COrlv~_._ =.__. n _llIll.llt!:' ,_.ftL1M~ ~ C\IIIM O-~'* hIli. 01 00f04~~ A !.Aiif,!' fl TIIIlIIlI1 ...-l-ij -tllil I'\KL I ......"A .~lIlflollCtN'" ,!,!","H_""'u~ ~.~".~~________l1Il.Ii~!.!L....,_ .11I ftg ,L NA Olll ~ ill! II' P"".... ..,,_ 0I1O...1lI111f'.."..1lI11...... _ w. _ I~~trt_ ~~r~~~~;t~;,~.q~lr~ - ~:::: ji5~:~~i~;;~c~~o~t..~ - loem U UlbWl . I SlIbllfllWl l :;R;; ; ''''11I.,.11I ! .!a~fQM~ '-AGE" I ,.,...1Mlt..., I .......el\ollp lutUll 1'10.. 7!\ :') 217>' ,:"""'11\ ',~"'''' 'i/1iOO', ~"' Ono,.".. .._~__ 8] ""'..... 0 '""I' 0,_,.. 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JfooM.llIOl1 ~~.__.____:Sliltl !:L~. ~--1Ar"SQ ft. 481 Rool _ ~ No.oI~.. ~....~_.. _.jhI11k>>W*, AAIITlIr'-\!!!l~.___..ICf",Sp&' P.!.~. .___j".ahId .Q'M. ~_ TYpl(Oel/Alt) ~~__'IRootSllrt.U I!l__..._..___.__;8aemer1 e~_ __~CdnJ Un"""" W._ DaJanlstvi) llHO!Y ~..__Gutler.'O~ ",~L~!!1..._._!SumpPump F.~pr~!.n_~W* ~_ Axr _ E~ ~11!!I!l:i..~_ ;Wr.oowTyp' ~~Pt!~_.____~Onfllllll ~.No'e<!._~---1fb:lr ~ NoN __ ~ I ~~iYrs.1 _ 19Q!._.__. .)StOlflVScllltll X!1.i-'L'L___.:SemetMflt !i~~~I~---jOlJbOlfrtly NOM ~- I JIlaMWA"",/V/.I 4().S(J 'ManuI~tultdKo'JH ~o kQstftVl NClMNotlod ~. ':i=L~~:L Q~_:~=-+~_~~~B~=-~~ :"'~~,- __ ~.. 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N'lnt AlkMxINIlUtuth IspecwllrellW elIul1 Umt ~CJ ~OU'llt~! ~!lk~ !!I!:! !~!~ ~!'!Y :1l!1'\ICt 1Ml.lltq ,lllW8", rltltNe WIiI4Mf W'IlI....... hoc*~ InNlhroom . _._________..__ cot;iik;~ it. rnPlDVemerfl, OOplec:liflon 1~1?rU:. lunclMi. "' Plemll, lip., ~ QlIM1 of col'lilnKtoo. tef1VJU;wqilUiofa, etc.: s..1C!.~ !...~! .._.~-_.-_. "' ,~'"' 1.c.r. -..-.-.--...---- 'A~.M n~Of..ne1till coOOh>i.i I'utll as. bUl ~ ~fed 10. iw.OOIl$ ,,~n, 100: Illbstwl3. Itc.) plewf-I'IIh1":'~II'tllWt$, on the 10, or irlb rn~YI:nfyollhll'lIbr<<lpIOpel1y ~~.~.!!~~~~~~QI _ .__ _._..~_._ _..' fl~MM:fo!m706.9j P,l.GE10f2 fWllJA.form 1l>>4 6"93 flllm U~} - 'TOTAl 2:uH.;1 f','ro).H' di-~ldIS. scftnd/e o/.l.o nl~, nc -: ;.\I..l.LAMODE Wia.-j':iifjTPiiii 6J ..,...." 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LIICff;lfl ~~~fl Equal @':'f!mt:.. .3!500 ~_'__"h_;._.....,.._:M.QQ u~r..~ ft.t1lm~ fteSlm'p!!__...._. _.. f.!!~~._...~._.__ _.. ~"a~..._._._,_.____...___ ill .~,~1~~qu..!!!f.~! ?15~.! ~1,QQQ. 'M~.!! _._____----1t~ ~,3a4!.L____._.,~..!~.QQQ Yh ~vg Str.!!l'!!t11._ ~q,!!~ __...._.___.. ~..~tr"' ~S~ r-u.--..---. _nl~KtffI l,S'Of~ 2S1oty ~~J!lI:'t.. __n.~,_____.._l.LI2!t_h__'~'_"u_,,_,_ Ov.Ul~~1I.Vl ,~~ 1~I1/!1!nlJ!!!'h Avg /A.!"!f!l'~'!m._____. . ~~aLf!~~S~_._~ ~~~__.____ ~lM \00. 100. lC(lt/. .___..______,.._ .!~~-__.___.._~__,__.__. ~~ AV"lg. In'trlOf !',II;QQ $U2'!'~...___.__._:!QQO ~__,_~__~ I.... 0... l~; .I~"1. '~hl 101" ,Ill.!, POl!lI .l~;.,IIiJnLI~_ ;JIlL; ~CIOI1lCM _,~_.J,....L.~. ~....' _!__..~.__l~_~ -1,&00 5 2' 1 . IliII Lm !Ill W!jgjL 1.!!'.Sq..fL _ :',l'J2 .....1~.i!LfL.. 0 _,___..J.lliJaJL_____2 IIIIIMftl "inIIhed Pllrllll 8.me P.rtJ.l P.rll.' PI,., Dltt Ftoor' .&00 ~QOfMIM.VrA._. .U!'!'~.!!~._.,,'__. Un!!"!..~!_... _.' 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" .. ... /II /II 4'" ...", /II .. '" oJ .. u:c oJ " '" "'"' " '" ltO" .. /II" .. X ",wl- I .. "'/II 0 .. ":Z:O \.II 0 I- 0 ....... X :.. . .. 0 0 OLo. .. '" )-oJ ,W~ . ~o; ..8 Ie '" ~ ~ I> I- (I) ~ Z I- '" i ct u ... l.,\ W I- ... /I< ct ... W :> t; .. I I , 0: W (l)ct (I) l.,\ ..J (I) I-r: '" :z: << I- : : W : w w>- ::> " C> (I) (I) ..JW ... ... (1)(1) (I) I- ct: Win ..0: << W :>C> I-W WW In ..,r: <<0: (I)" ..J III ::> I- (I) ct " CJI In << .. W W ... l.,\ ..J :z: ct .. W 0: "~I511UI.11ot.1 mATE OF ITEM NUMBER -- A, B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. .-. "- '-. ~~ COMMONWfAUH 0' 'fNNIYLVANIA INH!IIITANC! TAX UTUkN mIDIN! orelDIN! SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploa.. P,ln' or T 0 MILLER, DOROTHY A. 21-9'1-0022 DESCRIPTION AMOUNT 1. Pun"al Expon'''1 Myers Funeral lIome, Ine.. balance due on funeral service 299.00 1. Admlnl.',a,lvo COI"I Porlonal R.pro"ntCltlvo Commllllon, Social Socu,lty Number of Ptnonnl Rop,..onfat/YOI Voa, Comml..lon, paid 2, A"o,nty Fo.. SNELBAKER, BRENNEIIAN & SPARE, P.C. 12,000.00 3. Family Exomptlon Clalman' Rolatlon,h/p Add,... of Clalman' 01 dec.d.nt', death SI,.et Addro.. City State Zip Code P,obate Fe.. Register of Wills, Cumberland County 2~9.00 Ml,coUaneou, Expon.... Register of' Vills, filing fee this return 15.00 Cumberland Law Journal, advertise Executor's notice 60.00 Patriot-News, advertise Executor's notice 13.23 L. G. Conner Real Estate Appraisers, appraisal of real estate 250.00 Mobile X-ray IlIIBgins, x-ray services 138.33 PA American Vater Co, - water bill ~5. 29 PA Power & Light Co - electric bill 62.99 J. J. Skelton, fuel oil 200.95 TOTAL (Allo enter on line 9, Recapitulotlonl S (If more 'pace I, needed, In,ert additional ,hee,. of ..,me .I.e,) LAST WII,L ~D TESTAMEN! I, DOROTHY A. MILLER, formerly of Silver Spring Township, Cumberland County, Pennsylvania, now of Lower Paxton Township, Dauphin County, Ponnsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this 8S and for my Laet Will and Testament, hereby reVOking and making void all former willa and codicils by me at any time hsretofor~ made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon 8S conveniently may be done after my decease. SECONq. I give and bequeath a sum of money equal to ten per centum (lOt) of my net. distributable estate unto SILVER SPRING PRESBYTERIAN CHURCH, absolutely. !!:!.~. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal ann mixed, whatsoever and wheresoever situated, unto my son, JOHN E. MILLER, JR., absolutely and in fee B imple, I f he survi ves me. If my son should not survIve me, then and in that event, I give, deviss and bequeat.h my said residuary estate in equal shares unto my grandChildren, share and share alike, absolutely and in fee simple. LASTLY. I nominate, constitute and appoint my son, JOHN E. MILLER, JR., to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as ... .__... such. Execu t.OI:. aL.e....". "o_to ....r...., than IInd i n'sueh event, I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG, PA., (or its successor by merger, consolidation or other corporate reorganization) to be t.he Executor hereof. IN WITNESS WHEREOF, I, DOROTHY A. MILLER, have hereunto eet my hand and seal to this, my Last Will ann Testament which consists of one (1) typewritten page on which I have affixed my signature this 2 \i- day of JAftlJ.1A R>t A.D., One Thousand Nine Hundred Ninety-three (1993)., Q)(OlL t4j, i 11 II.. e,-u Dorot A. Miller (SEAL) The preceding instrument, consistIng of this one (1) typewritten page, identified by the signature of the Testatrix, was on the date ~~~r~of ~igr.ed, sealaa, published and declared by DOROTHYA. MILLER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her requeet, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~ /,,)~) ~ ~~L~ ~ ~:. Alii (\Lt\ ?t::o /;1- " r" UIJ.\$OO ex. (7.'141 - Ie! i~: u~~ ( ,. ( .,..)I~.. /0'./' , .) PA No. 2197-0222 (--'~... 'I ~.'Cir~", ~' .OR DATI' u. alAIllAmR 12/31191 CHICKH'RI INHERITANCE TAX RETURN ~l)~:=~u~:~DlT1ICUIMln 0 RESIDENT DECED~NT .iLl HUMIII . (TO BE FILED IN DUPLICATE 21 WITH REGISTER OF WILLS) COUNfY COOP. 5iifb~Nr'! cOM;i:ili:OOliu 4905 East Trindle Road Mechanicsburg, PA 17055 Cumberland i III .. COMMONWULTH m PH'olNSvt""NI... DU'..."rMnH m rUvENUf! DI!f111 2IObQl HAUISIU~O, ,.... 111 ZU-ObO I o,(!l:CU~T'S NAM. ILAH. rtll$T, ...NO MIODLe INITIAl! Crmdord, Tesaia K, IAl U UlllfY NUMUC DAfl A' 11C'H /997 00222 NUMBER - YEAR GAl! a' Dun~ 02(15(97 07 (20(00 578-26-4826 COlol"'N AMOUNT IU!C!lvl() ISII INlnuCTloNSI I" """'ICAtl..i 'U~'fI'fI"'O ~I'OLlU" NMtIII.,.f,U "'" 41'00 MIOOU 1"11114\.1 N(A D 3, D 5. ..Q.. 8, ..~ ~~ ule N(A N(A (]J 1. Original R,lurl'l 0 2. S"ppl.mctntal Roturn o ;" Limit.d Ellal. 0 4('1, FvrlJr. In"~'1f Comproml.. II.r do,...f dlCl,h .11.. 12.12.821 rn 6, O.c.d.nt Died T."at' fX] 7. elud.nt Mqinloin.d a Living Trust (Attach (Op't of Will) IAIfClCh copy of Tn"tl Att CORRUPONDENe! AND CONFIDENTIAL TAlC INFORMAllON SIlOUlD II DIRECTEli"'tOt.:.......Jft!J1t~~ NAM COM'L! ! M...ll!NO ADaMUS Mandy R, Hicks, Trust Officer Dauphin Deposit Bank and Trust C<>mpany nl!'HONENLlMIU PO Box. 2961 (,,- 717 1. 255-2225 Harrisburg, PA 11105-2961 Remainder Ren.--nl (lor d.... aI d...,h pri.r I. 12.1 M2) f'odtrl11 e.tot. TQJl, RftUtn Reqvir.d T 01111 Number of Safe O'po,l' 80.11" ,. 5! S g u ~ II) 0,00 (2 ) 22JL.lQ,5,12 (3) 0,00 141 0,00 151 8.135,14 16 ) 0,00 (7 ) 0,00 Ie) 236.300,26 I q 1 - 22,020,12 (10)_ 368,78 1. Real Enol. (Sch.dul. Al 2, SIQck, and Bonds (5ch.dul. B) ], CIQ..ly H.lcl Slock/Partn".hlp Intt'''1 (Schedule q 4, Martgag.s and No'" ReClivabl. (Sc:hedul. 0) .5, Cosh, 8ank OOpOlitl & Mil(slloneous Peuonal Propllrfy ISch.dul. EJ 6, Jointly Own.d Propflrty (Schedule F) 7, 1'ro.oI." ISch,dul. 01 (Sch.dul. LJ S, Totol Orou Au.,. (tola,l Un.. 1.7) 9, FI,m.rol Explln..., Admini.lralivlIt Cosu, Mlse.Han,ouI E~p.nl" (Sch.dule HI 10, Deb 11, Mortgag. Llabililill, U.n. (Sch.dul. IJ 11. Total a.duct1onl (Ielallln.. 9 & 10) 12, N.t Valli' of e.,at. (Un. a minus lin. 11) 13, Charllobl. and Governmenlal Bequ'tlt\Sc;hodul. J) 14, N.t Voiu. Subj.ct 10 Tax (line 12 rninullin. 131 15, Spoulal Trond.,. (far dale. of d~lh af'.r 6.30.Q41 5.. Int'rudlcnl !-o, Appllcabl. Perc:.nlogwon Rflv.n. (15) Side, (Indud. valu.s from Sch.dul. K or Sth.dul. M,) 16. Amounl of Un. 14 IClxabl1t at 6% ral. (161 ' Ilnclud. 'ialu'l from Sch.dul. K or Sch.dul. M,l 17, Amount of lln. 1.4 loxob1. at 15% rClI. 117) (lndud. values from 5th.dul. I( ar Sch.dul. M.l 18, Prlndpal tax due (Add !nx from lln.s 15, 16 and 17.) 19. Cr.diu Spousal Poverty Crlldil Prior Pa~m.nl' 0,00 + 10,300,00 + N(A 213,911. 36 N(A 111) 22,388,90 112) 213.911.36 (13) 0.00 (141 213,911.3~ x,__ 0,00 X .06 . 12.834,69 X .15 . 0,00 118) 12.834,69 (1q) 10,815,00 120) 0,00 ,. Ii! ... ~ II .. u S Inleunl o Olscount 515,00 20, If lln. 19 i. greater !hon Un. 18, .nler Ih. dlff.renc, on Un. 20, Thl. illh. OVERPAYMENT. aD hed.. here If you orb rcqul'\tinQ a refund of youI overpavment. 2019.69 0.00 2019,69 (21J 121A) 12181 21, II line 18 i. greal" Ihan lin.. 19, .nler Ih. cliff".n'l on line 21, 1111. I, Ih. TAX DUE. A, Enler Ih. i.""..1 on Ih~ balanc. due on Un. 21 A, 8. enter Ih, 10101 of Line 21 and ~lA on Lins 218, 1hl. i. Ih, 8ALANCE DUE. Mole. C~.ck Payable to: R'.ollte, of Willi, Agent ~';':;;"""~)> liE SURE TO ANSW!RALLQUEli'nON$"O![RMRSE'$1DE.ANI)J<<RECHEClC:M.J.'l!JE(~ Undlr pencltl.. of p.rjury, I d.dore rhal I havo examinlld thj~ rflturn, including accompan'l'lng ,chedulel and ,totemenll, and 10 Ihl b." af my ~nQwl.dg. and b.U.; It i. lru., cQrr~ct and ~ampl"...1 d.dorl Ihol all rial .lIall hos bl.n r4lPQrted al Irv. marbl val~., DlteltJralion of [!'''porlr alher Ihan the penonal r.pr...ntall...e b.n. an aU Infarmatl n af wheeh prlpCmlr ~a. any knowl.dg..DaupIU.n Deposit BanK & Trust, c;xecutor SIGNA _ .~I.O' 'U!H~N.~'~ N IlLf FOil fiLING U1U~N AOOUSS PO Box. 2961 _ DAll _ __ __ ' - B ,1JJdLJi!J7) Ii'!.) Trust OffIcer Harrisburg, PA 1?l05-2961 (_.(lfjl,)/.:fC-,li/1 SIQNA~R OTHE A ~!P SENfAllVE AOOR!SS __ ___ D...n: f < . _, ' 3zo> 1./,~u.f)lldI(4..,'()4",,\ III / 'III) ,~f i, ('I") 2-1g-Igg7 Q,l0AM o\rticle UI % 9iv., davie. end bequeath all my eatate, ra.l, perlona1 .nd mixed ';ol:he tol1owin9 persone in the fo11owin9 aharea, 1. onawhalt (1/2) of my eatate to illY lon, Walter W. Crawford, provided he lurvivell my by thirty (30) daYI. If h. taU. to 80 lIurvive me, thil bequest shall lapse and shall be distributed to my grandchildren. 2. one-halt (1/2) of my estate to be shared by my gr.andchildren who are living at illY death. Article IV In addition to the powers conferred by law, I authorillll my Exeoutor, in hie ebllolute discretion, (a) to retain in the form received and to ..11 either at publio or private sale, any resl estate or personal property exoept that which I epecifically bequeath herein, (b) to manage real eetate, (c) to inv.et and reinvest in all forms of property without being confined to leqal investments, and without regard to the prinoipal of diversification, (d) to exercise any option or right arising from the ownership of investments, (a) to compromise claima without court approval and without coneent of any beneficiary, (f) tc tile any federal income tax return for any year for Page Two of Five P. 3 I. _ Tessie K, Crawford (Settlor) of Hard nburlf' rennsvl v8l1ietle,eby trsnsle, to Dauphin Deposit Bank and Trust Company (herelnsftsr cslled the Trustse). a Pennsylvania bank and t,ust eompany, the p,operty desc,lbed In the attached Schedule, to be held In 'f,ust aa follows: FIRST: Dlapoaltlve Provlalons For My 8,".lIt- Ou,lng my lifetime: A, All 01 the net Income shall be paid to me at least quarterly or shall be paid or accumu. lated and added to prlnelpal, as I may dl,ect In writing; B, As much 01 the prlnelpal as I may Irom time to time ,equest In writing shsll be paid to me, or as I may otherwise dl,ect; C. If, In the Trustee's opinion, I am at any time unable to act or to apply the payments to my own best Interest and advantage, the Trustee may apply directly for my benelll as much 01 the Ineome and/or principal as the Trustee may, from lime to time, deem appro- priate lor ( ) wellsre, comlort, support or eme'gency needs and may add to prlncl. pal as much 01 the Income as the T,ustee deems advisable. D, Trustee shsll keep true snd coneet books 01 account, which books 01 account shall at all reasonable time be open to the Inspection 01 Settlor or his duly appointed representa. tlve, Trustee shall also qusrterly ,onder Settlor a detailed statemant showing all receipts and dlsbursementB on aecount of the trust estate and the manner and form In which the trust ostste Is Invested at the time of the rendition 01 such statement. SECOND: DI.poaltive Provisions Aftlit' My Death-Upon my death while the trust continues, the Trustee shall pay the then.,emalnlng principal and Income to my Executor or AdmlnlBtra. tor lor disposition as part of my 8state. THIRD: RighI to Revoka and Amend: I reserve the right to revoke or amend this trust, In whole or In part, at any time snd Irom time to time by an instrument In writing, delivered to the Trustee and Intended to take effect during my IIletime; except that the duties, powers and liabilities 01 the Trustee shsll not be chsnged without Its written eon sent. The Trustee reserves the ,Ight, at any time upon thirty (30) dsys advanee written notice to me, to ,eslgn the trust snd deliver the trust estate to me, alter deducting therelrom Its lees and 'lny expenses then due and psyable. FOURTH: Additions to Tllllt Subject to the approval 01 the T,ustee, either I or any othe, entity may add pmperty, real and personal, to .lhe principal 01 this trust. FIFTH: TruatH's Powers: In addition to the powers granted by law, my Trustee shall have the lollowlng discretionary powers, applleable to prlnelpal and Ineome, whleh shall be exercis- able without leave 01 court and shall continue unUI distribution Is actually made: A. To aceept and rstaln any or all property, Including stock or other securities of the Trustee or 01 a holding company eon trolling the Tnlstoe; B. To Invest In alllorms 01 property (Including, but not by wsy olllm/laUon, real estate, all types 01 stocks, bonds, options, and partlelpaUons In eommon trustlunds and money msrket funds); without being eonllned to Investments prese,lbed by statute snd without being required to dlve,slly; C. To buy Investments at a premium or discount; D, To hold property unreglstored or in the nsme 01 a nominee; E. To give proxies, both mlnlstorlal and dlscreUonsry; F. To compromlss claims; G. To Join In any merger, consolldaUon, reorganization, voting trust plan, or other con. certed action 01 seeurlty holders, and to delegate discretionary duties with respeet thereto; H. To borrow Irom Dauphin Deposit Bantl snd Trust Company or Irom others, snd to pledge real or personal property as seeurlty there lor; to loan cash or seeurlUes upon such terms snd eondltlons 88 trustees deem app'oprlate. I. To sell at publle or private sale lor cash or credit or psrtly lor eaeh, to exchange, to 1m. prove, or to lease fo, any pe,lod of Ume, any real or personal property; and to give options 10' sales, exchanges, or leases. J, To allocate any 'operty received or eha'ge Incurred to p,l- Ipal or Income or partly to each, without bel. .. obliged to spply the ususl rules 01 truLccounUng; . K. To distribute In cssh or In kind or partly In ssch; L, To retain any part or all 01 my business Inlerests held In this Trust as long sa the Trustee eonslders It advisable to do so; and to conduct, alone or with othe,s, any such buelnessln whleh I am engaged, with all the powers 01 an ownor or with respect thereto, Including the power to delegate dlseretlonary duties to others and to pay sdequals eom. pellsatlon to any such person; to Invest other property In such business, lIIld to Ineor. porate II or ehsngs Its lo,m. SIXTH: CampenuUon: The trustee shell be compensated In accordsnce wllh Its standard schedule 01 ehargea In elfect from time to time during the period 01 Its services, and thla com- pensation shsll be psld Irom principal 0' Income or partly from each In the sole discretion 01 the Trustee, SEVENTH: Non-AulgnlTMlnt: No part of the Income or p,lnclpal of the property held under this Trust shall be subject to attachment, levy or seizure by any, credllo" spouse, assignee or trustee or recsl'ler In bankruptcy prior to aetual reeelpt thereof. The Trustee shall pay over the net Income and the prinCipal to the persons herein designated, as their Interests msy appear, without regard to any attempted antlelpatlon (exeept as specifically provided In this agree- ment), pledging or assignment under the Trust, and without regard to any claim thereto or attempted Isvy, sl1achment, seizure or ot,her proeess sgalnst me. EIGHTH: Llw Governing Truet This trust Is created and sceepted In the Commonwealth 01 Pennsylvania and shall In all respects be governed by Its laws and shall have Its situs at County, Pennsylvanls. Executed on August 18 ,1008. ~ WITNESS: ~ l;.., ~ \. ~ ,~ '---'" NOTE: Before executing this document you may want to consult with your Attornsy to as- sure that your wishes are being set forth accurately and In proper legal form. .. ,,)..,;) I,; Settlor I "-, /,'. /) ,/ y. /- __1,,( ,~"(" /' '1.>' (SEAL) / j 'I '[ , , ,j II , I I , I I I I I I I , I I, r i The foregoing truet Ie hereby aocepted. Executed on August 18 ,11€8 Dauphin ~ Bank and Tr~Ompany By ~. .L~2-~~ (TItle) Vice Prelid~nt ~nd TrJ~1 !):~cor COMMONWEA~J~ ~~~NS\1.VANIA } COUNTY OF ~c0'X-/ On this, the /1 day of };l.Ao//"~ , 198 jJ ,belore me, a ~tSry public In and fo, he ssid comm~~~nty, personally appeared ~ ' . (jg~' known to me (or satlslactorlly p,oven) to be the person whose name s su scribed the foregoing Revocable Living Trust and scknc.wledged thst he/she executed the ssme for the purposes therein contained. WITNESS my hand and notarial sesl. / ~'!' d~A~ ~~lIe My Allti.l\I,llfll~oWlI611Y PURllC (SE4~ Il'IIImJR"c. DMHlli COUNIY .DMMISSIOH EXI'lRES DCI, 30. 1910 UIMb", Pennlvlvanll ."oei'liQn ~f NO'lfill ~../ ....11 II. ~"'" ITEM NUMBEIt W ~WI_ Of "HHIY''''H''' IHHlIlI4HCI "'" 'nulH l"IOIN! OI(IOINt SCHEDULE H FUNERAllX'ENSES, ADMINISTRATIVE COSl1 AND MISCELLANEOUS EXPENSES Tessie K, Crawford -- DESCRI"'ON A. 'unit.: bp.nll.. D. 4. C. l. 2. 3. 4, 5, 6, 7, I, 1, Neill Funeral Home - Balance Due Admlnll.rotlve COllel 1, Dauphin Deposit Bank and Trua~ Company Porlonal Repre..nt. Commlsslon,' ., , Soclcd Secu"ty Numb., of Personol Rlpre..ntatl.., 23 - 193 - 8833 Ve., Commlsslonl pold 2, A"ornll)' Fe.. Nicholas & Foreman 3. Fomlly Exempllon Claimant Address of Claimant 01 decldent', d.ath Slreet Addre.. Relationlhlp City Stoia Zip Cad. "abate Fe.. and Five Short Certificate.s Ml,cellaneou, fxpenllll Cumberland Law Journal - Cost of Advertising and Proof of Publicl1.t ion The Patriot News Company - Cost of Advertising and Proof of PUblication Bell Atlantic - PA - Final Balance Due TOTAL (AllO enl., on Rnt 9, Recapitulation' (If mare lfIO.e I. nncted, 'n.llt additional ,hee', 0' 'ome "...) '1"11 'rI", 'f T 1997-00222 AMOUNT 2,195,00 9,708/01 9.565.00 302,00 60.00 185.11 5.00 S 22,020,12 Inventory 01 tl'\e 'aal and pe'sonal eSlale 01 TeSRie K, Crawford deceased MarketveRt Intermediate US Government Bond Fund Internal Revenue Service ~ 1996 Tax Refund Dauphin Deposit Bank and Trust Company - Capital Reaerve Account . ; ~':.... il tc. ... 227.504 41 660 71 2,459 91 23 65 820 00 4.822 44 .9 14 Accrued Interest Country Meadowa of West Shore 11 - Refund of Security Deposit and Interest PA Bl.ue Shield - Federal. Employee Program Prescription Reimbursement Accrued Interest ,- --.-..--.-..-- .-......-...... . , """ 0, I} ,I c~. N I 81 -,_OJ ,;.- ~L 1::. t,h "'_ i~~' "' ~ ad COMMONWEALTH Of PENNSYLVANIA COUNTY OF CUMII!RUND } III J, Handy R. HIckH, TruHt Officer of Dllul'hin .---....' - ..'I DepoHlt~II,n'(1 TruHt Company -if;, ' . , .cco,el1nll 10 I.w, eI.po... .nli ,.y. 'h.1 the y Hr. tl", Executor 0' Ihe Ealele 0' TeHHie K, Crllwford 1.le e' 1'"\!.Ll'enn~bo.o 'l'owll~h.iJ.>_....llil.clJ.wllc~bun\.. __ Cumb.r/.ncl County, P." cI.c....cI.nd thel the within I, .n Inv.nlory m.eI. by Dauph I 11 DepOH I t !la~LT~ ..l;,ompII "Y , Ih. ..lcI Executor , ef 'he .ntl" .d.l. to' ,.leI dececllnt, con.I,IIn9 of .11 the p.,.oner P'ofl~rty .ncl ,"I .rI.t., exc.pt ,..1 eatal. eu"lcle Ih. Commonw..lth 0' P.nn'ylv.nl., .nd Ih.llh. "\Jure, oppOllte IIch lI.m 0' the In'vlnlory r.pr...nl It', ,.Ir velue .. .f the eI.t. of clee.cllnt', cI..th. DlIlIph j 11 \)"I'OH U Balik ""d TrUH t ClImpll11Y, Ilxecutor 1s.lnll duly sworn .nd ,ulslCl'lb.cI Is,'ore me, JlY:) J'/i//if1.,y/f,(/, ) / .................- TrllHt OffIcer 1'0 !lox 2961 \ Nolarlal Seal Greco~, Gordon, Notary Public .t:'trl'~bllrg, Dauphin Count I t'.~y C(,!U....lIBsk'n Ex;rlires Sopt. 2~ 2000 -"'.- n_-"'--:~/i'"i:l i\s!;r,tillI1on 01 Notarhul Harrisburg, I'A 17/05-2961 A4W,.... DII. of D..th 15 D., February ........ 1997 y.., INSTlUCTioNS ,. At. InVlntllry mud be m.d within Ihree month, .ff., .ppalntm.nt of p."on.1 "pm.nt.tlve. 2. A ,uppl.m.n+ h"Vlntory must be nt.eI within 'hlrty d.ys of dltcov.ry of .ddltlon,',",'" J. Addlllonal Ih.... m.y be .tt.ch.d II to p."onelty or r..lty 4. See ArtIcle IV, Flducl.".. Act of '9.9. , . .' . , . .... . . Po 'M .L'l i~ f/l 1 N ~ '" ~ k E-< J N 1&1 0 5 0 N ~ .... 0 I ~ k r jEf.,j o k i. 0 k .0 ;j ~ .,j ~ u f/l.o W <=l f/l ~ ~ : <=l u ! ~ :.: ~ 'M ~ P< ~ - ~ ~ 'M <-l.<:l <fl f/l U ',- f/l ~ OJ ~ "'~ J !-< '; -I 3 J ..w I I '" 15./~-J COMMONWEAL TH 01' PENNSYI.VANIA DEPARTMENT OF REVENUE (.I .U~EAU DF INDIVIDUAL TAMES INHlRIUH([ lAIC DIVISIOJr4 Of111. ..ahOl tlARIUUURG, PA nllA-OUl NOTICE OF INNE~ITANeE TAM ArrUISEHENT, ALlDWANCE O~ DISAl.lOWANCE OF DEDUeTIOHS AND ASSESSHENT OF TAM 12-15-97 CRAWFORO 02-15-97 21 97-0222 CUMBERLAND 101 E'~ A::~t R..I~r~~_~J MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBENLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... REV: is;'-?- iif -Ai: p - i i.-9=97 T -iiiii'-i ci- -oF - "iNHEif iT ANC' E - '(Ii X - iiP' PRAY SEHEiir; '"A i:. i. owiliiC' E - iiri - - - - - - - - -- - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TESSIE K FILE NO, 21 97-0222 ACN 101 DATE ESTATE OF DATI! OF DEATH FILE NUHBER COUNTV ACN If .n ........nt w.. i..uad pr.YiD~I.l.y, linlll. 14, 15 .nd/or 11., 17 .nd 18 will r.flect figural th.t includ. the total of 6b1 return. .......d to d.t.. ASSESSMENT OF TAXI IS. AMount of Lina 14 .t Spou..l rat. US) 16, AMount of l in. l(t t.l<abl. at Un..l/Cl... A rat. C16>> 17. A.ount of Lina 14 taxable at Coll.teral/Cl... R rat. (~7)_ 18. Prineipal Tax Pua TAX CREDITS I --- rAVHENT DATE 05-12-97 09-02-97 MANDV R HICKS DAUPHIN DEP BK 8 TR CO PO BOX 2961 HBG PA 17105 ESTATE OF CRAWFORD TAN ~El'U~N WAS: I X) AeeErTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE --- APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l Est.t. ISchMdula A) 2. Stocks ~d Bond. (Schedul. B) 5. Clo..ly Held stock/Partnership Intere.t (Schedule C) 4. Hortgag../Note. Reo~iYebl. (Schedul. DJ 5. Calh/Bank Oepollta/Hilc. Parlonal Property (Schedule E) 6. Jointly Owned Property (Sch_duIM F) 7, Tr-anDfera (Sel,edula GJ 8, Total AI.at. APPROVED DEDUCTIONS AND EXEMPTIONSI 9. Funerel Expat"lsa./Adll, Cost ./Hilo. Expen... (Schedule H) IG. Debta/Hortglge liabiliti../liena (Schedule I) 11. Total Deductions 12. Net Va1u. of Tax R.turn 1S. Ch.rU.ble/Gov.rnr"ental Reque.tal Non-elected .115 Truda 14. N.t Value of E.t.t. Subjeot to Tax NOTE: ~ECEI PT NUttBE~ AA2f1293 AA211691 DIseOUNT 1'1 INTE~EST/PEN PAID (-) 542. 11 .00 I CHANGF.D II) 12) (S) (4) (51 16) (71 .00 228.165.12 .00 .00 8 , 13 5....li. .00 .00 I~) (91 110) 22,020.12 368.78 Ill) (12) lIS) (14) (Schedule J I .00 213,911.36 .00 x .00= N .06= N .15= (18) AHOUNT rAID 10.300.00 2,019.69 TOTAL TAX CREDIT ------ BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTE~ DATE INDIeATED. SEE ~EVE~SF. FOR CALCULATION OF ADDITIONAL INTE~EST. ~- UW.lhllll" llt."1 TESSIE K DATE 12-15-97 NOTE: To incure prop.,. c,.edit to your &Ccount, tub_It the uppe,. portion of thia forM with your tax paYMent. 236,300.26 ".38ft gO 213,911.36 .00 213.911.36 .00 12,834.69 .00 12,834.69 12,861 :BO~ 27.11CR .00 27.11CR I IF TOTAL DUE IS LESS THAN 11. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFlEeTED AS A "eREDIT" leR), vau HAV BE DUE A ~EFUND. SEE ~EVE~SE SIDE OF THIS FD~H FO~ INST~UeTIDHS.) ,,' ..' C., AUERIJATJ'DHI E,t.t" of deotctlntl dYlnt on or bafor. blClHbtr 12, 1'82 .. If _ny '1ltur. lnt.rut 1n the .U.t. 11 t,,,,,'.rr.d In po.....Jon or enJoy.."t to Cl... a (coUtt.rall """Iel.ri.. of th, decedent ,ftar the l.plrlUon of Il'lW utet. for Itf. or for y.t,., thl Co..onw.alth h.reby l)Cpr.llly rt..rv.. tha rlDht to IPpr,I.. ,nd ...... tran,f.r l~rlt'nc. TIMM. at the lawful el,.. B (coUat,r,lI rtt. on .ny luch future Jnt.r..t. PUIIPOSE Of HOllCE I J'AVHENT I REFUND (eR) I OBJECTlONSl ADI1IH ISTRATIVE CORRECTIONS I DISCOUNT, PENAL TV: INTEREST I To fulfill ttt. r.qulrlHnh of S"tiorl 21110 of t"hl InhtrltPnCI and e,tat, Tek Act, "lilt 21 of 1995. (72 P,S, Slot ion 91..0). O.taoh thl top portion of thl, Hotlol and lubalt with your ply..nt to thl RlaJlt,r of Willi prlntad on the rlv.r.' llde. .-Hlka chlClk or lllon'lY ord.r p'Yable tOI REGISTER OF HILLS, AGENT A r.fund of , tax credit, which WII not requ.,ted on th, Yax R.turn, .ay b. requI.ted by co'Platlng on "Appllcatlon for R.fund of P.nnlylvenlll Inh.rU.nee and E.tat. hx" (REV~UU). AppllClation' are avrdlable.t the Office of the R.ghter of Willi, any of the Z3 R.vanu. District Offlc.., or by calling the ,p.clal 2"whour anl".ring ,ervlc. nullberl for forn' crderlngl In Penn.Yl"'"nla 1~800.16Z~20S0, outside Penn,ylvanll and within local Herrl.bur, .re. (711) 787.80'4, TODI (717) 112.2252 (Heerlng I~.lr.d Only). Any party In Jntere.t not ,.tJ.fl,d wtth the appral".ent, ~110w.nc' or dl.allowance of d.ductlon., or ........nt of t.x (Inoludlnl dhcount or Intlrllt) .. ,ho,," on thlt Hotic. Itu.t obj'Clt w!thln ,1Mb (60) day'" of r.oelpt of thit Hotlce b~ I ~.wrJtt'n prote.t to the PA D.part.ant of Re",enue, Board uf App.al', Dept. 281021, H.rrISburg, PA uellClUon to hev. the .atter d.ter.lned at audit of the account of the per tonal rapr,.,ntoU",., --app.al to the Orphon.' Court. 17128~1021 , OR OR F.ctua1 .rror. dl,co",.rad on thl. ........nt .hould b. addr....d ln wrltlng tal PA D.part..nt of Revenu., lur..u of Indlvldu.l Tax.., ATTHI PORt A.......nt R.",I.w Unit, D.p\. 280601, Harrhburu, PA 171Z8.0601 Phone (717) 781~6505. S.. pave 5 of the bookllt "In.trvctlon' for Inh.rltanc. TalC R.turn for a R..ldant Oacedant" (REV-1501) for .n .xplMatlon of adlIlnhtratlll'ly corr.ctabl. arror.. If IInY hll due Is paid within thr.. U) (lallndar NOnth. after the d.udant', daeth, . flv. p.rc.nt (Sin dhoount of thl t.x paid II .Ilow.d. The 15;( t.1C unasty non-p.r tJdp.Uon p.n.lty II cOlIPutad on the tot.l of thl tax and tntarllt ......ld, and not paid b.for. Janu.ry 18, 1996. the flr.t day aft.r the .nd of tha tall a.na.ty p.rl~, Thl. non~partlalp.tlon penalty 1. 89P..1ftbl. In thl .... aann.r and In the tht sa.. tl.. periOd .. yOU would app.al the taw and Int.r..t th.t has ba.n .......d at Indlcat~d on thl. not Ie.. Intar..t if, eh.rO.d b.glnnlng with first day of dolinquency, or nln. ~9) Month. end ona (l) d.y frOM tha date 0' de.th, to the data of pay.ant. TaXI' which ~IC'" dallnquent before January 1, I'IZ baar Int.r..t at the rate of .Ik (6%) pareant p.r annUM calculat.d at a dally rat. of .000164. All tax.. whIch baca.. d.llnqu.nt on and aftar January 1, 1981 will b.ar Int.rl.t nt n rat. which will vary fr08 calendar y.ar to cal.ndar y.ar with th,t rat. annnunced by the PA n.part..nt of R.",.nu.. Th. appllcabll Int.r..t rat.. for 1912 throuth 1998 ar'l '!.!!! Intarut R..t. Oaih Intarllt f arJ.2! :!!!r Intar..t Rata Dally 1nt.r..t Factor 1982 lOX .0005,.8 1981 'X .OOO2~1 198) 16% .OO04!O 1988-1991 11% .000301 In,. 11% .00n01 1992 'X .0002,., 1985 13X .00US6 199)-1994 1% .000192 1.'6 10% .0\10Z7lt 1995-1998 'X .0002,.1 -~Intan.t II oalculated .. follow. I INTEREST g BALANCE OF TAX UNPAID X NU"BER DF OAYS DELINQUENT X OAILY INTEREST FACTOR --Any Notle. !lIiu.d .ftllr the taM b.eo... dellnqu.nt wUI rafhct an Inter..t calculatJon to flft.an (l51 day. b.yond thl d.ta of the a.......nt. If payMent I. aada "fter the Inter..t eo.putation data .hown on the Notice, additiOnal Inter..t au.t b. c.iculat.d. \ STATUS REPORT UNDER RULE 6.~1 Name of Decedent: Tessie K, Crawford oate of D'Athl_~ruArv 15, 19Q7 W11l No. 1997-00222 Admin, No. Pursuant to Rule 6,12 of the supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1, State whether administration of the estate is complete: Yes x No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete:_ 3. If the answer to No, 1 is Yes, state the following: a, Old the personal representative file a Hnal account with the Court7 Yes NO___1L-' b, The separate Orphans' Court No" (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes__~ No______ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. 1/ Dauphin epo"it Bank and Tru~1C~r~any, Exec. Date: /f/0q~ Bt th ,t t f Tes ,r f ~:.... 5ig ature uth Ann McMillen, Asst. Vice President and Trust Officer Dauphin Deposit Bank and TrllR.t r.nmpllny Name (Please type or print) - '7) 0'1 "" t-... :3il: t') - 0."1 ;(j~ r:;~ 'J : '0 ! '1 0'1 I ?l !;) ~ "I ,I ~y, m w ~ ~~ a: P. 0, Box 2961. Harrisburo. PA Address 17105-2961 (717 l 255-2109 Tel. No. Capacity: x Personal Representative _____Counsel for personal representative (MAH. rmf/AM3)