HomeMy WebLinkAbout97-00295
PETITION FOR PROBATE and GRANT OF LETfERS
No, _._Cll.:_~_~ s;
To:
ReQister of Wills for the
, Deceastd. County of (;\IIIII>"r]1II1d .In the
Social S<<ufll)' No. I 95-)2-1, ';4 5 Commonwealth of PCllUIJylvanla
The petlllon of the undersl,ned respectfully represents that:
Your petllloner(a), who 15/11'114 ycan of aae or older an the exccuL2.J
In ilie last will of the above decedent. dated All r ILn
and codlclJ(X) dated I)ctob"r 22. 1996 . __
&tat, of. H"lllllm 1 11 Rudo Iph !!.elll"
1#.10 kllOlffllU..ll., Rudollll' H\lal" Ilill!.-_
H. H. Helll"
_lIamlld
,19~
(It.le refeYanll.ilcun\t'~. e". renunciation, death of eJ;CCUIOf, Itc.)
Oecendent was domicillld at death in .._~mb er III 11~__,__ County, Pennsylvania. with
h is lISt family or principal residence at 225 lIul1lmel_Ave11ueJemoVl1c, PA 17043
Il"VVlOYNk r~)RD . ,
(lln Ilreet, Dumber and munoll'alhy)
Oecendent,ilien 89 _ years of age. died Narch 11-- . 19..9..2._,
at Holv S,drit Hoaallil _ '_'
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after el!ccullon of the will offered for probat~; was not the victim of a kllllna and was never adjudicated
Incompetent:
oecendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled ilt Pl.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estQle in PennsylvanJa
IIltuated as follows:
S 250,000.00
S
S
S
WHEREFORE, petitioner(i) respectfully request(s) the probate of the last will and codlclJC*)
presented herewith and the grant of lellcu Testamentarv
(lestamentarY: Ill!ninUtnlJOD M,L: IIlmiDlstnriOD d,b.....t.I.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH OF PENNSYLVANIA } ss
COUNTY OF . CUM8ERLAND
The petltloncr(s) above.named SWeat(s) or afr1ffi1(s) that the statements 'in the foregoin, petition are
trUe and correct 10 the best of the knowledge and beUef of petitioner(s) and that as personal represen.
tative(s) of the above decedent petllloner(s) will we~ ard lrU~y a~ti~~ the estate a~o~rljng to law.
Sworn to or affirmed and SUbSCribed4 'l i( 1+ ", LI' . ,((lid /I) I ;! ;(J \:>'l
before roe this ?f11~_ daX of f.21.)1 j ,I 'i i 11111 " c' _ ~.
MAR(i:1I 19 7 I '"
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9, On September II, 1996, Ann Beale made a will, making Matthew Kuhn primllry
beneficiary, said will attached hereto as Exhibit B,
10, At the time that Ann Beale's will was made on September II, 1996, her cancer had
spread throughout her body and she was near death.
11, On October 22, 1996, a codicil was made by the testator to the comprehensive will in
Ann Beale received an additional $250,000 for a total of $300,000 and to Donald Beale, his son,
$250,000 additionally, the codicil attached as Exhibit C.
12, At or about the same time, the testator executed a deed transferring his house in New
Cumberland valued at $85,000 to the sole ownership of Ann Beale.
13, Between February 1996 until the testator's death, Ann Beale and/or Matthew Kuhn
withheld sufficient food, clean clothes, baths, and cleaning of his food tube from the testator.
14, Between February 1996 until the testator's death, Ann Beale and Matthew Kuhn
interfered refused to permit treatment by medical professionals and in house assisted care.
15,Between February 1996 until the testator's death that Matthew Kuhn intimidated Benjamin
R, Beale engaged in frequent verbal abuse, and that Matthew Kuhn shook the testator violently on
at least one occasion.
16, Between February 1996 until the testator's death, Ann Beale and Matthew Kuhn diverted
the testator's funds to support themselves,and in that time, neither of them engaged in substantial,
gainful employment.
17, At the time of making the October 22, 1996 codicil, the testator sutTered from agitated
dementia and other medical conditions, and was admitted to Holy Spirit Hospital with agitated
dementia on November 4, 1996,
18, The testator remained in the hospital and in a nursing home until shortly before his death
on March 11, 1997
19, The comprehensive will and codicil were admitted to probate on March 26, 1997,
20, Both Ann Beale's will, the comprehensive will, and the codicil were drawn up by Ed
Myers, Esquire,
21. Ann Beale died in August 1997,
22, Because of the circumstances described herein, the testator lacked testamentary capacity
4
14, Within his Petition, Mr, Beale seeks to declare invalid the Codicil of
Dr. Beale, based upon the claims that a) Dr, Beale did not, at the time of the Codicil,
possess the requisite testamentary intent and b) Matthew Kuhn and Ann Beale
exercised undue influence upon Dr, Beale in connection wit.h the Codicil of October 22,
1996.
15. Specifically, within Mr, Beale's Petition, he asserts the following:
a. "Between February 1996 until the testator's death, Ann Beale
and/or Matthew Kuhn withheld sufficient food, clean cloths, baths, and cleaning of his
food tube from the testator," Petition, 'II 13,
b. "Between February 1996 until the testator's death, Ann Beale
and Matthew Kuhn interfered refused [sic] to permit treatment by medical
professionals and in hOUSe assisted care," Petition, 'II 14,
c. "Between February 1996 until the testator's death that Matthew
Kuhn intimidated Benjamin R. Beale engaged Isic] in frequent verbal abuse, and that
Matthew Kuhn shook the testator violently on at least one occasion," Petition; 'II 15.
d. "Between February 1996 until the testator's death, Ann Beale
and Matthew Kuhn diverted the testator's funds to support themselves, and in that
time, neither of them engaged in substantial gainful employment," Petition, 11 16,
e, "Because of the circumstances described herein, Matthew Kuhn
and Ann Beale stood in a confidential relationship, abused that trust, and exercised
undue influence upon the testator in making the codicil of October 22, 1996," Petition,
US.
16, Matthew Kuhn specifically denies the allegations that he 01' Ann
Beale withheld food, clothing, bathing and medical care; that he or Ann Beale
interfered with in-house assisted carei that he intimidated Dr, Beale or engaged in any
verbal or physical abuse of Dr, Bllale; that he or Ann Beale diverted Dr, Beale's funds;
or that he or Ann Beale stood in any "confidential relationship" or exercised unr!.ue
influence upon Dr. Beale.
17, Matthew Kuhn has a direct and specific interest in this Estate for the
following reasons:
a, As the primary and residual beneficiary under the Will of Ann
Beale, who died after Benjamin R. Beale, Mr, Kuhn stands to inherit the bequest
which Dr, Beale bequested to Ann Beale,
b, Many of the allegations set forth by Donald Beale, as a basis for
claiming that the Codicil of Dr. Benjamin Beale should be declared invalid, due to
undue influence, have to do with conduct allegedly undertaken by Matthew Kuhn.
c. Tho Estate of Dr. Benjamin Beale is being administered by
Dauphin Deposit Bank and Trust Company, with is II banking entity that, by
definition, has no personal knowledge of the circumstances surrounding the allegations
now set forth by Donald Beale,
d. Matthew Kuhn desires that his interests in the disputed
administration of this estate be directly protected by allowing for his intervention, and
representation by counsel.
WHEREFORE, for the reasons set forth above, the Petitioner herein,
Matthew M. Kuhn, respectfully requests of this Honorable Court that he be granted
permiilsion to intervene in the administration of this estate and in the Petition mild
It is admitted that Ann Beale and Matthew' Kuhn provided various day-to-day
necessities, including assistance with food preparation, laundry, bath, and similar
services. Dr. Beale was also assisted by various professionals who came to the home.
5. Admitted,
6. Admitted.
7. Admitted,
8. Admitted. By way of further answer, this Will also left to Donald R.
Beale, a bequest in the amount of $92,500.
9, Admitted
10. Admitted that Ann Beale had cancer metastasized to her liver, but not
throughout her body, Denied that she was "near death." To the contrary,it is believed
she was diagnosed as "stable" at that time.
11. Denied. The Codicil provides a total bequest to Ann Beale in the
amount of $300,000.00, as stated in the P~tition, but the amount bequested to Donald
R. Beale is $342,500.00, not the $250,000 stated in the Petition,
12. Denied. The testator executed a deed, transferring his house in
Lemoyne, not New Cumberland, to the own.ership of the testator and Ann Beale, Thill
occurred on April 9, 1996. A copy of this deed is attached.
13. Denied, Strict proof is demanded witp regard to this libelous
allegation.
14. Denied. Strict proof is demanded with regard to this libelous
allegation,
RreC~IPTn O~ INCOM~
Dividen(!"I
1997-05-16' First TrUst Insd Mun Rds Multi' ,
Bt Sr '34 PA 'rr 11
1997-05-16 First 'l'rus't Iliaci Mun Bond Sr
123
1997-05-16 ;'irst Trust rnsd Mun Bda Multi
8t Uni t Combined Bel' 48 PA Tr '
1,4 Monthly ,
1997-05-16 First T~ust tnsd Mun Bds
Cbmbined 81' 235 PA Tr 61 '
1997-05-16 Investors Mun PA, Unit Tr Unit
4th SEll" ,
1997-05-:[6 Kemper Munioipal' Income Truat
'CommQn Bh Ben Int
I
1997-05-16 Kempel' Tax Ex Ins Ino. Tr
Multi St Sr 23 PA Tr
1997-05-16 MFS Muni High InqOm~, C1 A I'd
'#25
1997-05-16, Nuveen Tax F.:xem~t PA S-25 MPB
1997-05-16 Nuveen 'rax Exempt Uni t Trust
RR Insd,PA Br 142
1997'~05-16 NUV'een Tax E~empt Unit 'rrust
Insd PA 81' 145
199'1-05-16 Nuve~n Tax ,E~empt Unit Trust
Insd PA 8r 147
1997-05-16 Nuveen Tax Exempt Unit T1' Insd
PA Br 49
1997-05-16' Nuveen Tax Exempt Unit ~'r lnsd
!'A s~ 57
1997-05-16 Nuveen, Tax Expense Unit 'J'r
Insd PA B1' 85
1997-05-16 Pennsylvania Inad Muns' I0'<10me
'1'1' Unit Series 134 Monthly
1997-05-16 Pennsylvani<l Inad Muns Inoome
Tr Unit Series 124 Monthly
1997-05-16 pennsylvania tnad Muns rUeOO\S
Tr' Unit Set 156 Semi Annual
19
96,99
10.38'
73'90
103.48
195,75
285.40
"
,- ,~
1997-09-15 Dreyfus Mun ad Fund Inol "54
Ac\)rufJd D 1 v j,d,mrJ
9,28
1997-09-18 DrOY.fUs Mun 130 "Lind Ille" 1154
5~, 60
1997-09-24 Putnam High Yield Tr Shares of
Beneficial Interent r;,[aBs A
,I
1997-10-30 M~' 8aJDlnon Brothers F'und lnG,
395,7'/
1997-11-10 Putnam Amsrn Govt Income ~'d,
'Class A'
1997-11-12 Mun Fd AocUmul~tion Program'
Inc,
I99:/-11-12 SSC Communications 1no,
1997-11-14 FirRt Investol's Government
Fund lnootpotated Class l\
,
1997-11~24 MP Salomon Brothets Fund Ino.
11 ,55,
1997-11-24 Winthrop ,'ocus Funds Gtowth"
and Income ;'und
318.74
1997-11-24 'Winthtop Focus Fund9 Growth
and Inoome Fund -' Short Ternl
Capital G{;ins PIvidend
1997-11-28 Federated Mun Se9s Fd rnc.
Fund # 358 (
1997-1.2-01 Mun Fd Accumulation Program
'Ino,
1997-12k08 Extta Pividends N"t Received,
in the 'Past
1997-12-08 'F,ederated Mun,Secs Fd Inc,
Fund #358
1997-12~12 MF,Sa1omon Broth'.rs Fund
1997-12-30 MF Salomon Brothets Fund
1998-05-20 MF Sa1omo!) Brothers F,md
1998-07:'16 MF Sa1om6n Brothers Fund
21
Intere'st I
1997-05-05 Capit~l KB.ervB Account
,1997-05-16 Wheat First Butchat [lInger
~on~y Markel ,Aunt
1997-06-05 Carlt.l Reserv~ ^acount
1997-06-25 Dauphin Deposit Bunk und 'I'rust
Co. Checking AOCQUllt'
~33-38280a
1997-00-'2'5 Dau'phln Depoait Bank and Trust
Co. Cheoking ACCb~nt 1114277018
1997-07-03 Capital Reserve ACQount
1997-08-0t Capil;al Reserve Account
1997-09-03 c'apita1 Reserve Account
1997-10-02 Capital Re$Elrve A\ioount
1997-10-30 Dauphin Deposit Bank Money
Market l~acdunt #94-248427
1997-11-03 Capital ReserVe Aocount
1997-12-02 Gapit~l Reser'le Aocount
'.
1997-12-31 Capital Reserve Account
1998-02-02 Capital Reaer,ye Account
1998-03-02 Capital Reserve Aooount
1998-04-02 Capital Resetve Aooount
1998-05-01 C'lpital Reserve Account
1998-06-01 CapHa1 ReS0rva Acoount
1998-07-01 Ark Money Market Fund
,Capital ' ,
1998-07-01 Rese."e Aocount
1998-08-03 Atk' Mpney Mark"t Fund,
1998-09-01 Ark Money Market Fun(J
1998-10-01 Atk Money t4ar ket Fund
1998-11-02 Ark Money Mar kat Fund
1998-12-01 Ark MOney Matket Fund
22
'1131
5,74
332.64
1. 74
713.78
67~.17
773,20 '
636,94
925.88
2,007,23
1 9'llJ-(j 1-04 Alck MOlloy Mtlrkol: Funcl
1999-02-01 AU: Money Marko!: I"\lnd
1999-03-01 At'k Monl'Y MlIrket: I"und
1999-04-01, Ark Monoy MlIrkot: !'\Wl
1999-05-03 Ark Money Mal:k"t ,'und
1999-06-01 Ad: Monoy Market F\lncl
1999-07-01 Ark MoMy Market: F\j\1d
1999-08-02 Atk Money Matket, U'und
1999-09-01 Ark Money Market Fund
1999-10-01 Ark MoneY Market l'und
1999-11-01 Ai'k Money ~larkot: Fund
1999-1~~01 Ark Ma\1ey Market Fund
Otherl
1998-10-0.7 ,'J,'ransfer ft\l11\ Princ:l.pal -
'Proceeds of 11,966 Irlqom",'
shates of Fect Muni Sold
12/8/1997
1998-;10-07
Tt"nsfer. from ppnclpa1'-
?rooeeda of 4.428 Inoom",
shat",a of AMCAP F,mil Sold
07/15/199.7 '
,,998-10-07
Tt"n$fet from. Pdno1pn1 -
Pro.oli\Elds of .441 I noom.e '
shares of Mun1 fdAceum Sold
12/01/1997
1998-10-07
'rronsfer freln pdnbipal -
pro.oeeds of .31.004 In<(om.e
shares of fiutn,.m. Iligh Y1d
Sold 10/16/1997
1998~10-07 Trlftsf.t {tom PrincIpII -
9toooe,ds of 12.754 Incom,'"
shar",s of' [~ut:nam Amoin Govt
~old 1)/10/199'1
1998-10-07 TraDal'e!: from pdlidpn1,-
Prooeeds of.10.549 Incomo.
8~areso FirRt Inv00vt
Solei 11/ 4/1997
2,0'19. 'l'I
2,035,94
1,'/5:3,89
1,9?rl,46,
1,0'12.1, (i
1,966,93
1,,905,16
2,027.Q8
2,067.03
2'1065.52
21186,83
2,192. '50
--'-...;...........---.....
32/773,2'1
129.06
, .
67.97'
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1995-08-01 paoifio 'ol.~is Group
1995-(10"'01 sac Communicllltiona lrio,
J.995-08~01 U.S, West 'communicath'n'l Group
102,46
38,16
100,59
1995-00-09 ME' 'Salomon E1.L'otillro ~'utld rno,
80, :13
1995-00~lO Dreyfus rund rnc,
67,2,94
, '
1995-00-10 First rnvestors High Yield
Fund Inc, - II
3,65
1995-00.-15 Centerior Bnetgy Corponlt~or',
30,00
. ... '
1995~08~15 Mellon Bank Corp.
546,00
1995-08-16 Fitst Investors Fund rncome
rno.
18.32
1995-08-16 Mutlicipal Investment Tmst
Fund Unit 20th Monthly Pmt Set
Defined Asset Fund
It;.56
1995'.08-16
Nuveen ~'ax Exempt Bond Fund
Nat!ion~1 Series Unit S€ldes
314 Monthly
'3,67
1995-08-17 Mun,tcipal Investmtlnt Ttust
Fund Unit 15th Monthly 8mt Set.
1995-08-l'7 Munioipal rnvestment Trust
E'unr.i Unit 17th Monthly Pint Set
1995-08-17 Municipal Investment Ttust
Fund Uhit 26th Monthly. Pmt Set
, 71.85
;18.30
2.64
1995-08-17 Munic~pa1 Investment Trust
FUnd Unit 33rq Monthly pmt Set'
51_02
'1995-00-17 Pe[\(1 F'und 'j'ax Exempt Nunic1pa1
Investment Trust 1 Series
2
1995-08-23 Putnam Ametioa[\. Government
Income F\ind Clas" 1\
,
145,04
1995-08-25 High rnpome Advantlge Trust II
(Deal"l WItter)
19,~9
1995-08-25 Mellon B~nk Corp,
491.40
1995-08-25 Mellon Bank COtp,
4'91,40
1995-08-25 Mellon Sank Cotp,
546,OQ
46
1996-01-29 Municipal Investment 'J'rusL
Fund Unit 236th Monthly rmt
Bel'
1996-01-29 Municipal tnv~stment Trust
fund Unit 482nd Monthly Pmt
Set
1996..01-29 Municipal Inve9tment 1'rust
Fund Unit Multist fler ,18 PA
1996-01-30 Munioipal, Investment Tru9t
Fund Unit 20th Monthly Pmt 'SOl'
Defined Asset Fund
1996.02-01 Ametiteoh Corp.
1996-02-01 AT&~ Corp,
1996-02-01 BeB Atlantio Corp.
1996-02-01 Bel1South Corp,
1996-02-01 ,'hst Trust rnsuted'Munioipal'
Bonds Multi Bt Bonds PA
1996-02-01 Ivy G'rowth Fund Incorporated
1996-02-01 NyneH 6otp.
1996-02-01 Pacific Telesis 9roup
1996-02-01 ' SBC communioations Inc,
1996-02-01 U"S. We9t Communioation9 Group:
1996-02-15 Centerior Enetgy Corporation
1996-02-15 Mellon Bank Corp,
1996-02-16 First Investors Fund Income
Inc,
1996-02-16 'Municipal Investment Tru9t
Fund Unit 11th Monthly Pmt Ser
1996-02-16 ' Municipal Investment Ttust
Fund Unit 26th Monthly Pmt s,~~,~
1996-02-16 Munioipal Investment 'tl1;'us.'b
Fund Unit 33rd Monthly Pmt Ser
1996-02-16 Munioipal .Investment Trust
Fund Unit 20th Monthly Pmt, Ser
DefIned Asset Fund
54
,
2,. 85
16,02
ll, 80,
148.40
233';97
131. 6,0
110.n
1996-04-01 001 Inoorporated
, ,
1996-04-01 FIrst In,veators Il.lgh Yielcl
Fund Ind. ... A
1996-04-01 Pennaylvani~ Pl>Wer and LIght', '
Co, pteferred 4.5~
199G-04-01' Pennsylvania Power and Ligllt
Co. __Res- Ina.
,1996-.04-04 First Trust Insurad Munioipa,l
Bond9 MuHi St Bonds ~A
1996-04-12 DauphIn t1epoait COl'p.
1996-04-15 MF Sa,lolnon Brothers Fund Inc, '
1996-04~17 Dreyfus Fund Inc.
1996-04-,19 High Inoome Advantage Trust II
(Dean Wit tet)
1996-04-?,2 Munioipa1 Investment Tr'ust
Fund Unit 11th, Monthly, Pint Ser
1996-04-22 Munioipa1 Investment Trust
FUlld Unit 122nd Monthly Pmt
Ser
1996-04-22, Municipal rnvestment Ttust
Fund Unit 15th M'onthly Pmt Bel'
1996-04 -22 Municipal rnvestment trust
Fund Unit 17th Monthly 'Pmt Ser
1996-04-22 Munioipal Investment Trust
l"und Unit 26th Monthly Pmt Ser
1996-04-22 Munioipa1 Investment Trust
Fund Unit 33td Monthly Pmt 8er
1996-04-22 ~unioipa1 Investment Ttust
' Fund Unit 81st Monthiy Pmt Bel'
1996-04-22 Nuveen Tax EXempt ~ond Fund
Uni t Check A Month Plan Ser
1996-04-22, Penn Fund Tax Exempt Muni01pal
,Investment ~'rust 1 Beries
1996-05-01 Ameriteoh Corp.
1996-05-.01 AT&T Corp,
1996-05-01 Nyne~ COtp,
57
105. 92
3,85
592: 85
'.j-
148,40
233,97
'110,92
1996-05-01 SBC Cotl\m\!nloatIona Ino,
1996-05-01 U, S. West Communicati'ons GrQUp
1996-05-02 U'it'st TplstIrH'llred Mllnic,\,pal
Bon,ds' Multi St Bonds PA
1996-05-03 BeU At~aht:\ccorp'.
1996-05-03 BllrSouthcqtp.
1996-05~03 PaoifidTelasis Gtoup
1996-05-15 Investot9 HUI1,tcipal PA Unit
Ttust 1st Series Quartetty
Pa)'m5nt I
1996J05-15 ~ellon Bank Corp.,
1996-05-15' ~unioipa1 Investment Trust
'U'u'nd UnH 219thMonth1y, Pmt
Ser
1996-05~15 M4nicipa1 Ihvestment Ttust
Fund 'Unit 236thMonthly Pmt
Ser
1996-05-15 Munioipa1 Ihvestment T~ust
Fund'Unit 482nd Month1~ Pmt
Ser
1996-05-15 Municipal InVestment Trust
Fund unit MulHst' Ber 413 Pi>;
1996-05-16 Centerior fo;nergy Corpol;'ation
1996-05.,17 , HIgh Income Advantag\' TrlJst II
(bean W,~tter)
1996-05-23 Fitst Investors ~'und Inoome
Inc.
1996~05-,23 M\tnioipal !nvestm~nt Tru~t
Fund Unit flth Monthly Pmt Ser
1996~05-23 Mllnioipa1 InVe9tment Trust
, Fund tlnit 122nd Monthly pmt
Bel'
1996~05-23 Munio:lpq1 rnv0stm,mt Trust
,'und tlnit 15tn Monthly Pmt 0' ,
,Jsr
1996-05-23 Munioipai Inve9tment Ttust
'Fund Unit 17th Monthly Pint $f.U'
1996-05-23 Munic; pal rnvestment Ttust
F'Und nit 26th ~1onth1y pmt ,Set'
58
60,63
,100. !l0
L;20
135,36
1~1, 92
,
102,46
9,40
655.20
5,10
2,90
15,00
n,S8
30,:00
19.69
18.32
34.65
4,78
51,90
'18.Qo
2.48
,
,
..~.,.... '-... .... .,.. "'; ..... ~
1996-06-27 Municipa~ Investment Trust
Fund Unit' 4~2lidM6nthly PIII't
Bar
14.2!l
1996-06-27 Mun~cip~l Investment Trust
Fund ,llhit Mllltiat Bot 4SPA
1 i [lQ
1996-06-28 Ohio Edi.OIi'CO,
~J'~!,2 5
1996-06-28 Peco Energy Co.
391.50
1996-07-01 BRH~er Intel'nationRl lne, '
83,19
1996-07-01 DQE Ino~rporatod
1996-07-01 Psnn5ylvanie Power and Light
Co, Res Ino.
'100.92
592.85
1996-07-02 ;'itst 'I'rust 'Insurecl Munioipal
Bonds Multi St, Bonds PA
L 20
1996-07-10 Municipal Investment Trust
Fund Unit 15thMnnthlYPmt Bet
51. 75
1996-07-10 MUnicipal Investmeli~Ttust
Fund Unit 11th Monthly Pmt Ser
18;00
1996-07-15 DreYCus Fund Ind.
305. B8,
71,50
1996-07-1P Eahlin Ina;
1996-07-19 Da4~hin ~dpo~~t Corp.
1,;890.25
1996-07-19 High Income Advantage Trust 'Ir
,(Dean Wittat)
19.691'
1996-07-24 Munioipa1 Investment Trust
Fundllnit 11th, Month1'y .Pmt Set .
1996-07-24 Muni.cipal Investment' nust
Fund Unit 122nd Monthly.' Pmt
,Ser, '
~4,6(\
4 ;"/8
1996-cD7-24 Muniol.pa,l Investment 'rr.us t
Flind Unit 15th MQnthly Pmt Ser
1996-07-24' Munioipal, Investment l' ru 9 t
Fund Unit 17th MQnthly pmt ser
1996-07-24 Ml,\nicipal Inve9tment 'I'rust
Fund unH 26th Monthly Pmt Ser
1996-07.24 Mllnioip..1 Investment 1'rurit
,'nnd Unit 33rd Monthly 'Pili!: ser
1996-07-24 Ml1nioipa] rnvestment 1'ruHt
Fund Unit 81s !: Mont,hly Pmt Se.r
51.15
17. B.O
,1.03
. 4.74
24.3]
6\
1996-00-05 First Invostota High Yield
U'L\nfl '[ no, - A
:1,91)
1996-00~05 'F'iret Invostot'k 1I\\lh I'iold
F'und Ino, - ^
3,9'1
1996-08-09 'MF Salomon Brothor! Fund Ion,
264,7f!
1996-00-13 Putnam Alner! pnn Gover:nmont
IncQnte f'und ClaRa ^
130,83
1996-00-14 MupliJipal rnvestrnont '{'rust
t'und Unit ',Oth Mcmth1y POll Ser,
llefJ.ned AMet.rund
ll,;\8
1996-08-15 , Centeriot ~nergy corpotalloo
30.0'0
1996-08-15 First Investors ruod Inoome,
Ino,
18,32
1996-08.-15 Mellon Bank Gorp,
1996-08~15 Municipal ~nvestment ~'rust
Funcl Unit :lOth Monthly Pn\t Set
Defined Asset ,'uhd
1996-0B-l!:l Municipal 'rnvestment 1'tust
Fund Unit 11th Monthly Pmt: Bar
1996-08"16 Municipal Investmeht TtLtst
Fund . Unit 1nnd ,.Month1y' Pmt
Ser
1996"08-16 Munioipal Investment '!'tU9 t
fund Unit 15th Monthly Pnl,t Set
1996-08-16 Municipal Inve9tment Trust
,'und Unit 17th MonthlY Pmt Ser
1996-08-16 Munidpa1 Investment ~'rust
FUnd Unit 26th Monthly Pmt Set
655,20
~3.57
34.65
10,0'1
'51 ':00
1"1, 60
5.95 '
1996~08" 16 Muni.oipa1 Invest.ment Tn\st
'Fund Unit 33rd Monthly pmt Ser
1996-08-16 ~unici.pa1 Inve9tment Trust
F'1md Unit 81st Monthly pm't' 'Ser
1996-08-16 Nuveel1 Tax Exempf Bond FUnd
Unit Cheok A Month Plan Ber 46
1996-08-16 Penn ,'und l\.x. Exempt. MunicIPal
rnvestmbnt Trust l' S,r~.s
11 ,64
57,20
20,09
2,66 '
1996-08"23 High ~noome Advantage Trust II
('Dean Witter)
19,6~
6)
199(,-OB-28 MunJ.oipa,l InvoHtment "'ruHt
,'und UnIt 219\:" Monthl': 11mt
8er
1996-00-28 Municipal I nvpFJtmafl l: ,i'rl'lIt1 t
~uncl Unlt 482nd Monthly pmt
S'fJ}:'
1996..08,~28 MlInicip;\l Investmont Truet
F~tnd Unit MuHIat Sot 48 PA
1996-08-29 ~unidpa1 Investl1lent 'I'rust
~und UnIt 236.th Monthly pmt
Ser
1996-09-03 Armstrong World, rnd.
1996-69-03 Ingersoll Rand Co.
, ,
1996-09-03 Pinnacle West C"p CotporatiQn
1996-09-03 Rohm and Haas Co:
1996-09-04,' Jj'irst Tl'ust Insuted Munidpal
Bonds Multi St Bonds PA
1996-09-10 Amer:loari E1~dtricPoWet In'o';
1996-09-10 Dun and Bl'adstteet Col'pQl'atio'n
1996-09-10 Sun Co, Ino.
1996-09-10 Tenneco Ino,
1996-09-16 Consolidated Edison Co, of New
York Ino.
1996-09-19 First Inve'8tol's Fund rnoome
Inc,.
1996~09-19 Fitst Inve9tOtS High Yield
Fund Ino, - A
1996-'D9-19 First rnvestiol's High Yield
Fund 1110, -A
1996-09-19 Municipal' Investment Trust
Fund/Uriit 20th MonthlY, pmt Set:
Defined Asset Fqlld '
1996-09-20 OJ,gh Income Advantage Trus~ II"
IDeian Witter)
1996-09"26 Muntpipa1 Inve,stment 'rrust
Fund ,Unit 2l9th Monthly Pmt
Sel'
64
5.16
UJ,'/l
11.88
18.,85
80,00
61,50
2!i .00
78,75
1.20
'780,00
50.00
93,75
90.60
,
270.40,
16,32
,
,00
,
4:;,03
13
i9,69
5,10
1996-09-26 Municipal InvestmBnt Trult
Fund Uhit 482nd Monthly ~nn
Slli:
1996-0~-26 Munialpal Investm.nt TrUlt
rUnd Unit Mu1tisu Ber 48 rn
1996"09-3'6 Ohio r~d~aon 00"
1996-Q9-30 Peeo Energy Co,
1996-10-01 Baxter rnternatfonal Ino.
1996-10-01 DQI!: Incotporated
1996-10-01 Firat Trust rnau~ed Munioipal
Bonds MultI St Bonds PA
1996-10-01 Pennsylvania Power and Light
Co, Res Inc,
1996-10-1 L Dreyfus Fundlnc,
1996-,10-15 Dauphin DepO$it COtp.
1 ~96-10-15 t4uniaipal InvestlnentTrust
Fund UnIt 11th Monthly pmt SIr
1996-10-15 MunioIpa1 Investment Trust
Fun,rlUnit122ndMOilthly Pmt
Ser
1996"10"15 MU,nicipal Investment Tr~\st'
,Fund Unit 15th Monthly Pmt Gel'
1996~10~15 Municipal Investment Tru8t
Fu'ild Unit 17th Monthly pmt Ser
, ,
1996-10-15 MunIoipa1 Investment Trust
Fund Unit 26th Monthly Pmt Set "
1996-10-15 MuniCIpal InVestment Trust
F'undUnit 33rd Monthly Piilt Set
1996-10-15 MunIcipal Investmellt nusL,
Fund Unit 81st Monthly Pmt Bel'
1996-10~15 Nuvean TI~ Exempt Bond FuM
Unit Cheor. 11 MOt\l:r Plan Ser46'
1996-10~15 ~ennFur\dTax E:xenlpt M,tnicipal
Investmen~ Ttu~t 1 S.~ies
1996-10-.16 Municipal Ilwe:'l:rnent "l'ust
Fund Uilit 122nd Monthly Pmt
Ser
65
12.66
n,1l8 '
[)6 I :~,!j
,191.!,0
83 .1'9
105,92
8.25
592,95,
244,71
1,895,25
34.65
4,80 '
50.85
p.35
1.77
I
}4 . 32
24.42
20.0'/
2.,56
,
4, '/8
1996-10-16 Muni.dpnl llwaAl:mi.!lflt 'Jlruflt
Fund Unil 1 !lth Monthly PlhL f~Gr
1996-10-) 6 MuniciPQl I nvds tlhent 'Prutll:
FLifld Unit 26th MonthJy Pm\ So["
1996"10" 16 Munioipa I Investment 'I'ru,lll:
!'utlet Unit 33rd MonthlyT'mt SISt"
1996-10-16 Muniqipill Investment Tnlst
Fund UnIt Blat Monthly Plllt Set'
1996-10-16 Muni'cipa1 Investm$nt 'rrUfJt
Fund Unit 20th ,Monthly Pmt Ser:
Defined Asset E'und
BO,B5
1, '16
'L3t~
24,31
10',32
1996-10-16 Nuve$n Tax F.xempt Bond E'und
Unit Cheok A~onthPlanSer 46
20,07
1996-10-16 Penn Fund 'rax Exempt M4niaipal
'rnvestment Trust 1 Series
56
1996-10-17 'Fitst rnvestors High YIeld
Fund InC, - A
,66' ,
1996-10-18 Eohlin Ino.
71,50
19',69
1996-10-18 High,rncome Advantage tt'tus,t'II
(Dean Witter)
1996-10-21 First Investors Fund rnoome
iInc;
18; 32 .
1996-10-28 Mun~cipal Investment Trust
F4nd Unit 219th Monthly Pllit,
Set
5.1
1996-10-28 Munioipal Investment Trust
Fund Unit 402ndMonth1y Pmt
Sen
12 ;,66
1996~10-28 'Munioipal Investllient Tru9t
Fund unit Mu1tist Ser ~B PA
1996-11-01 Ameriteoh,Corp,
1996-11-01 AT&'l'Corp,
1996-11-01 Bell I\tlantio COtf'.
1996~11-01B.ri9tolMyers )3quibb
1996-11~01 BellSoLlth Gorp;
1996-11-01 Deere & Co.
148, ~ 0
233,
135,
112.5.0
151.92
55.00'
1996-11-01 J.C" P<;inn$y CD,
130,00
66
1996..11-01 NyneX corp, ,
1996-11-01 'f'ediae 'relasle Group
1,996-11-0.1 SBC Communloations Inoi
1996-11-01 U.8; Waet COlomlmications Group
1996-11-07 First Investors Fund rncoms
Inc.
1996-11-08 MF Sa1oloon Brc>thers ,'und lna"
1996-11-15 Centerior,Energy corporatIon
'1996-11-15 ,Mallon Bank corp.
1996-1l-19 MunICipal. rnvestment Trust
Fund Unit 122nd,Month1y f'mt
Sar
1996-11-19 MunIcipal Investment Trust
Fund Unit 15th Monthly pmt Ser
1996-11-19 MunIcipal Investment Trust
Fund Unit 26th Monthly I?mi: Ser
1996-11-1~ MunIcipal Investment Ttust
Fund Unit 33rd Monthly Pmt Ser
1996-11-19' 'Nuveen Tax Exempt Bond Fund
UnIt Check A Month Plan Ser 46
1996-11-19 Penn Fund Tax Exempt Municipal
Investment Trust 1 Series
1996-11-22 High rnoome Advantage Trust II
(De'an witter)
1996-11-22 MunIoipal rnvestment Trust
Fund unit 20th Monthly Pmt Bet
Dafined' Asset Fund'
1996-11-26 Murlloipa1 Investment Trust
Fund unit 219th'"Monthly Pmt
Set
1996-11-26 Municipal ,Investment Ttust
Fund Unit 482nd MOnthly Pmt
Ser
1996-12-02 Armstrong World rod.
1996-12-02 rnge~sol1 Rand Co,
1996-12-02 Pinnaole West Cap Corporation
67
110.92
59-,22
60.63
100.5,8
30,00
6'55,20
4,78
45.30'
61.50
27.50 .
1997-04-01 POE rndotporatod
1997-04-01 1)1 Paso NaUonai Gas Comps.n}
1997-04-09 Pennsylvania t'OWElr and j,.J;ght
Co. Res )nc,
19(17,.04-11. i:1~u(Jhln Peposit Corp,
1997-04-18 Eohlin rno,
199')-04.18 High income Advantage Trust II
. (Pean Wittar)
1997-04-30 Municipal rnvestment 1'rust
. Fund Unit 20th Monthly Pmt Ser
P~fined Asset Fund
1:997-05-01 Amerit,ooh Corp.
1997"05-0.1 AT&T Corp.
1997~05-01 Boll At1arttio Cotp,
1997-05-01 BdstolMyets Squibb
1997-05-01 BellSouth Corp.
1997-05-01
peere & Co.
J, C. Penney Co.
Nyn'ex Corp.
1997-05-01
1997.'"05-01
)997~05-01paaH~c Telesis Gt,oup
,
1997-05-01 ll, S. ,~est COnUnunioations Group
1997-05-02 ElBC .Communioation9 Ino.,
1997'"05-15 t1e 11 on. J;\ank COtp,
Municipal 'Investment Trust
E'utldUnit 20th MQnth1y. P(nt S~r
pefined/Asset Fund
1997-9~-02 Luoent Teot1nql0gies ,'rnO
1997-05-22
,. '
71
112,54
G.57'
592, 85
11995,00
73..13
19,,69
8,49
, "
158.20
233.97
139.12
114,,00
151,92-
'55.00
33.75
10,92
61,5
100.58
63 0
720
8
17 8
148
1998-0~-01 Fedetated PAMunlaipaJ,CaBh
T,n\st Fund nOll
1998-q5-01 ,'ader'lted PI\ Mun Lalpal 'Cash
'['rust E'und nOB
1998-06-01 Fedeul t.ed PA Murliolpill ' Cash
~'tU~ t Fund n08
1.998-06-0] Fecleri'lted PA MUnicipal 'Cash
,Trust f'und n08
1998-07-01 Fedetated PA \1unIdpal Cash
Trust b'\md #08
1998-08-03 E'ede'ra tad PA t4\lnIcipa1 Cash
Trust Fund n08
,
1998-09-01 , Federated PA Municipal c?,sh
Trust Fund nOB
1998-10-01 Federated PA Munioipal Cash
Trust Fund 1108
1998-11-02 ,Federated PA MunIoipal Cash
Tr,ust Fund JI08
1998-12-01 Federated PII Muni c:lpa1 Cash
Ttust, Fupd #08'
1999-01-.04 Federated FA MunIoipal Cash
Trust Fund HOB'
1999-02-01 Federated PI\ MunIcipal Cash
Trust Fund n08
1999-03-01 , E'edetated 'PII Munioipal Cash
'frUB t Fund 1108
19~9-04-01 Fodetated I'll Municipal Cash
Trust Fund #08
1999-04-01 ARK Money Market Portfolio
1999-05~03 IIRI< Money Market PorU<;>lio
1999-06-01 ARK Money Market Portfolio
1999-07-01 ARt< Money Market Port folio
1999~08-02 ARt< Money Market PotUclio
1999-09-01 ARK Money Matket Portfolio
1999-10-01 ARK Money Matket port folio
76
21035,12
65,35
1,163,5'1
1,,185,2,2
11173.. 75
1999-11-01 ARK Money Market Portf~Jio
'1999-12~01 ARK Mdn.y Market Portfolio
other I, '
1995'-03-aOTransfe,r from, Pr:lnoipal
1995-03~31' Oooke ldwn~hlp- Refun~ of
, 1994 dOt\nty Real Estate Taxes
1995-03-31 De_itar - Elizabeth Pusket
Xmas Gi ft
1995-03-31 Dean Wittet Select Munl Trust
1995-03-31 ,High rncome Advantage Trust II
l pean Wft tel')
1995-03-31 Kemper High Yield Fund B '
1995~03-31 ' Mass Mutual - Inoome Gash
1995-03-31 Muni Investment Trust Fund
1995-03-31 Muni rriv8stment Trust Fund
1995-03-31 Muni InVestment TtU9t Fund
1995-03~31 Muni Investment 1'tust' Fund
1995-113-31 Muni investment Trust Fund
1995-03-31 Muni Investment ,Ttust Fund
11482
1995-03-31 Nuvpen Tax eX<i>mpt unit
1995-0a-31 ,Putri'm I'nve$tment
1995-03~31 Smith90nian If)stitute Mail
Otder Division. Reft\nd
1995-03-31 'Unit Invest Trust
1,995-04:'03" 1'11' S~lon\on B'rotl\ers Fu'nd Inc,
1995~04-04 Muni rnvestment Trust l1'und
1995-05-11 iF~anklin US Government
Seourities Fund
1995-07-12 pennsylvania BlUe Shield -
Medioa1 Reimburgement
1/7024,15
l,ZI0,1\9
...----...---...--...
1,413,69
76,01
~iJ,oo
23,20
19,68
50,72
'1(.,73
3,52
3.06
2" 04
20,,0:2
1. 76
16.62
,09
H5,,04
27,90
1\,60
U,50
30,03
59 , 1.6
200.00
77
74/.111,69
,
"
1~9S-09-01 Muni InVestment Trust Fund
lQ95-09-01 Muni Investment Trust Fund
1995-09-01 Munl Investment 'I'tLlst I'und
1995~0~-01 ~21600 'Reliance CJrou8 HoldIngs
Ino, Bonds 14~ dlte 12/01/96
1995-09-25 HunIbipa~ Investment,Trust
Fund United 1st, ,'loaUng Rate
St;tt ies
1995-09-25 'MunicIpal
FUnd Unit
Ser
Investment Ttust
175th Monthly Pmt
1995-09-25 Hunibipal
F'und Unit
Ser
,/
Investment Ttust
186th M6nthly ~mt
1995-09-29, Municipal
F'ulld Unit
Ser
Investment Ttust
128th Monthly Pmt
1995-10-16 Received from Ch~r1es D,and
Jewel Ryman - Partial
Rep"yment of Funds Dt, Beale
spent this ~,ummet for, pl>intihg
the outside of the house 'at
Cape Cod
1995_11~02 Inveatment ~ooUmulation
'ho~ram '
1991)-04-30 Paid Prt;tscriptions Inc, ,- Drug
',Rei mbursement '
1996-05-30 Aroerican Travelers Life
rnSUtance Company c Refund ,on
'Unearhed Premium
1996-08-01 Ct;tntra1 State Distribution
rno. - Duplioate Payment
1996-08-16 Ttansfet from prindipal
1996-08-19 Transf~,r from Ptit\dip81
1996-Q8-22 Transfer from Prindipal
1996-08_29 TransfBt from Prinoipa)
1996-08~30 TranSfer ftom Pfil1Qipal
1996-09-05 Trllnsfer [tOm PrInoipa1
78
18B.5~
3.76
282.~7
182..00 '
13,0'4
,,48
24.48
'11,28
,11'000,00 '
,. - I
,
O,~
359'.34'
;-1
53,
41015,12'
2,380.05
934,8
JI I 000', 00
15.42
27J.94
1996-09-10 Tra"sfor ftom Prinni0al
.
1996-09-25 Pennsylvania BluB BhJold -
Medical I\elmbllrsemont,
,1996-11-21 Transfer fronl f'rinelpsl
1996-1l~26 1'rl.lnsfer from Prlnoipal
1996-12~03 'rransfar ,from Principal
1996-12-04, Transfer from ~rlncJpal
1996-12-05 Paid Prescriptions Inc. ~ Dtug
, Rel,mbursElmont
19~6-12-24 Paid Presgriptions Jnc.~- Drug
Raimbutaomant
1996-12-30 Transfer from Prinolpal
1997-01-29' Johnson,' DUffie" Btewart &
Weidner - Refund
199'1"02-18 Transfer from Prinoipa1'
1997-'02.-25 Transfe'r froln Principal
199'1-02-26 Transfer from Prinoipa1
1997-02,2'1 Transfer from Pri,noipa1
1997-02-28 Transfet from Prinolpal
1997-07-0'1 Dean W~ Her Realty Inc,
Part;,netship II Limited
Partnership
1997-08-04 HcspIce of r::elltral Pa' - Re,Eund
1997-12-02 Dean 'WHter Realty Inc.
partne,rship II 'LImited
Partnership
1998-01-07 'Dean Witter R~a1ty Inc.
Partnership U LImited
Partnership
1998-03-06 D~an Witter Realty Ino.
'Partnet~hip II LImited
Partnership
1998-06;"17 Dean Witter Realty Ino,
partnership rr ,Limited
Pattnership
79
31693,~7
32,00
5,()48.96
3,008,.14
687.73
90.00
,;
1,539.28
6,00,0.00
1996-12-02 AtCR - 1996 Contribution
1996-.12-02 ALA o,f Bout:h Centar PE" -,1996
Cplltribut"ton
,1996-12-02 dj,ti~,e118 ,"1re Compally nt ,-
1996 Contrlbution
1996-12-02 , Hosp:t:oeof Central Pa - 1'9,96
Contribution
1996-12-02 John~on, l)ufHe, SteWat't &
Weidner' - Attorney's'Fee
1996-12-02 j,e11\oyne A,rea Cancer Dr:lv1!1 -
1996 Contribution
1996-12-02 Salvation Army - 1996,
Contribution
j"
1996-12-'02
UGI Corp. - Uti1,ity !l:xpense
UGI Corp. - Utillty F,xpense
1996-12-02
1996-12-02 ,Unicef,- G1ft Payment
1996-12-02 WITF Incorporated - Membership
1996"12-03 AT&T Universal CJrd - Balance
Oue
, '
1996-12-0~ Bub,lrban Cable - 'Cab,le Payment'
1996-12'-11 Franklin and Marshall College
Annual Fund - Gift Payment
1996-1'2-11
Reveo D.S, Inc. - Medical
Expense
1996-12-12,
Colburn~Bertholon-Rowland -,
Quart"rlY Premium on ~ledical
Insurance Policy n-lt1430
1996-12-12
Dauphin Deposit Bank and
company - Payment of
Visa/Mastercard Aooount
Trust
1996-12-19 360 COmll\unications - 1'elephone
Expense
1996-12-19 Pennsylvania Power & Light Co',
'.,Utility Expense
1996,~12-19
PennsylVi'lnia Power
- Utility Expense
97
-.-~~r-,~,-;-:,~,_:_~,:.,~~:-:q,~~-:._~--:;-:-:;~~,~-~~#~~-c-~:.~~'i_~S;~~~~~';-~?S~:~~;~'-:~:'!
15.00
,
10,00
I
I
I
I
1
I
I
!
02/22/01
04/10/01
04/10/01
.02/08/02
04/09/02
'04/09/02
04/23/03
04/23/03
04/29/03
04/29/03
05/30/03
06/11/03
06/17/03
06/17/03
07/17/03
"
'.
,,!
DISBURSEMENTS OF PRINCIPAL
GENERAL DISBURSEMENTS
-
--."~M_____M~____.___
CUmb~rland COunty Regist~r of Wills "
1 Short Certificate
, Internal R~venu~ S~tvic~
2600 FidUciary Income Tax
Salance Du~
Pennsylvania D~Pt of Revenue .
2000 FidUCiary Inoome Tax
Balance Due
CUmberland County Register of, Wills _
1 Short Certificate
Internal Revenue Service _
2001 FidUciary Inoome,Tax
Sa lance Due
PennSYlvania Dept of Revenue _
2001 FidUCiary Income Tax
Balance Due
Donald Beale - Reimbursement
The Surgery Center of Ohesapeake,
:[,1,0 - Medi ea I Expense
CYnthia Beale
Atlantic Rehab M,edicine Specialists_
Medical Expense for Cynthia Beale
Donald Beale - Reimbursement
for Medical Expenses approved
by TEAC
Donald Beale - Reimbursement
for Medical Expenses incurred
in 2002 and 2003 approved by TEAC
Steve M, Garman, MD - Medical
EXpense for Cynthia Beale
Chesapeake Anesthesiologists, Inc, .
M~dical EXpense for Cynthia Beale
J~remy Shulman, DDS - Dental
EXpense for Donald Beale
Eastern RadiOlogists, Ino. .
Medical Expense for Cynthia,Beale,
8
.-,.-' O~ _~~-_<;~~:;:_~:;;r:~:c:;_'_ -:-~~J~~":
"
11/05/01 AllHrst Trust Company of PA, llO,93
NA - Trustee Fee
12/05/01 Allfirst Trust Company of PA, .111.52'
NA - Trustee Fee
01/07/02 Allfirst Trust Company of PA, 111 ,SO
N,A - Trustee Fee
02/05/02 Allfirst Trust Company of PA, 11(1,02
NA - Trustee Fee
03/05/02 Allfirst ~'ruet Company of PA, 11Q,44
NA - Trustee Fee
04/05/02 Allfirst Trust Company of PA, 109.80
NA - Tn.stee Fee
05/06/02 Allfirst Trust Company of PA, 109,70
NA - Trustee Fee
06/05/02 Allfirst Trust Company of PA, 10S,89
NA -' Trustee Fee
07/05/02 Allfirst Trust Company of PA, 107.41
NA - Trustes Fee
08/05/02 Allfirst Trust Company of PA, 1 Q6. 15
NA - Trustee Fee
09/05/02 Allfirst Trust Company of PA, 10S.n
NA - Trustee Fee
10/07/02 Allfirst Trust Company of PA, , 105.27
NA - Trustee Fee
10/15/02 Johnson, Duff ie, Stewart and 775iOO
Weidner - Legal Expense
11/05/02 Allfirst Trust Company of PA, 105 i 9S
NA - Trustee Fee
12/05/02 Allfirst Trust Company of PA, 105 , 92
NA - Trustee Fee
01/06/03 All first Trust Company of PA, 10S ,,19
NA - Trustee Fee
01:/17/03 Johnson, Duffie, Stewart and 10S';00
Weidner - Legal Expens,e
02/05/03 Atlfirst Trust Company of PA, 105,08
NA - Trustee Fee
03/05/03 Allfirst Trust Company of PA, 104,74
NA - 'rrustee Fee
13
4,
.
PRINCIPAL, BALANCE ON HAND
# units' Desoription
MTB Money Marke.t-Inmt I-Fund #420
6,608.983 M'l'B Intermediate 'l'erm Bond- Inst
I-FUnd #220
l,9S4,3~9 M'l'B International Equity-Inst I Fund
#270
S,652.131 MTB Large Cap Stook-Inst I-Fund #315
1,397.429 MTB Mid Cap Growth-Inst I Fund #401
1,717,291 MTB Multi Capital Growth-Inst I Fund
#430
S,940,333 MTB Short Term Corporate Bond-!nst I
Fund #518
6,922,'538 MTB US Government Bond Inst I Fund
#822
15
"
Current Value' Fiduciary
Noted I\Oquisition
or' as Value
3,797.00 3,797,00
66,486,31 62,977,SS
19,289,33 34,899.36
49,908.32 77,173,53
18,S71,83 23,958,17
, ,
24,127,94 44,275,61
S8,512.28 S8,096,46
65,833.34 63,098,46
..... ".4<,,_ ..-.... ..~.. "'........ .... _...... _...... _..........
306,526;41 368,276.14
~~~.r.~...===~~ ~..*...~.....~a
I
!
DISBURSEMENTS OF INCOME
01/05/00 Al1first Trust Compltny of PA, 319.49
NA .. Trustee Fee
02/07/00 Allfirst Trust Company of PA, 320.31
NA .. Trustee Fee
03/06/00 Allfiret Trust Company of PA, 321. OS
NA .. Trustee Fee
04/05/00 Allfirst Trust Company of PA, 181. 01
NA .. Trustee Fee
05/05/00 Allfirst Trust Company of PA, 178 . 7.7
NA .. Trustee Fee
06/05/00 Allfirst Trust Company of PA, 65. Sl
NA .. Trustee Fee
07/05/00 Allfirst Trust Company of PA, 65.62
NA - Trustee Fee
08/07/00 ,Allfirst Trust Company of PA, 65,29
NA - Trustee Fee
09/05/00 Allfirst Trust Company of PA, 66.18
Nt\. - Truetee Fee
10/05/00 Allfirst TruH Company of PA, 65..06
NA - Trustee Fee
11/06/00 Allfirst Trust Company of PA, 64;98
NA .. Trustee Fee ;... "
12/05/00 . Allflrst Trust Company of PA, 64..09
NA - Trustee Fee
01/05/01 Allfirst Trust Company of PlI" 64.81
NA .. Trustee Fee
02/05/01 Allfirst Trust Company of PA, 65.16
NA .. Trustee Fee
03/05/01 Allfirst Trust Company of PAil' 64 ;18
NA .. Trustee Fee
04/0S/01 Allfirst Trust Company of PA, 62
NA .. Trustee Fee
05/07/01 All f:I.rs t Trust Company of PA, 62 ;;3~
NA .. Trustee Fee
06/11/01 Allflrst Trust Company of PAf, 62,31
NA .. Trustee Fee
30
07/05/01 Allfirst Trust Company of PA, 61,62
NA - Trustee Fee
Oe/06/01 Allfirst Trust Company of PA, 61.63
. NA - ' Truste~ Fee
09/05/01 Allfirst Trust Company of PA, 60.e4
NA - Trustee Fee
10/05/01 Allfirst Trust Company of PA, 59 13 6
NA - Trustee Fe~
i1/05/01 Allfirst Trust Company of PA, 59.73
NA - Trustee Fee
12/05/01 Allfirst Trust Company of PA, 6'0.05
NA - Trustee Fee
01/07/02 Allfirst Trust Company of PA, 60,,09
NA - Trustee Fee
02/05/02 Allfirst Trust Company of PA, 59.24
NA - Trustee Fee
03/05/02 Allfirst Trust Company of PA, 59,47
NA - Trustee Fee
04/05/02 Allfirst Trust Company of PA, 69.13
NA - Trustee Fee
05/06/02 Allfirst Trust Company of PA, 59.07
NA - Trustee Fee
06/05/02 Allfirst Trust Company of PA, ~e.64
NA - Trustee Fee
07/05/02 Allfirst Trust Company of PA, 57.84
NA - Trus tee Fee
Oe/05/02 Allfirst Trust Company of PA, 57.16
NA - Trustee Fee
09/05/02 AIHirst Trust Company of PA, 67.46
NA - Trustee Fee
10/07/02 Allf irst Trust CompanY of PA, .56;69
NA - Trustee Fee
11/05/02 Allfirst Trust Company of PA, 67.05
NA - Trustee Fee
12/05/02 All first Truet Company of PA', 57'104
NA - Trustee Fee
01/06/03 Allfirst Trust Company of PA, 57.18
NA - Trustee Fee
31
, ,
04/06/04
05/06/04
06/07/04
07/06/04
07/08/04
Manufaoturers and Traders 57 ,'~O
Trust Company - Trustee Fee
Manufaoturers and Traders 57,31
Trust Company - Trustee Fee
Manufaoturera and Traders S 6 ,'Ill
Trust Company - Trustee Fee
Manufaoturers and Traders 56.61
Trust Company - Trustee Fee
Transfer To Ptinoipal
188,86
TOTAL PISBURSEMENTS OF
.......................
"
INOOME",.. oj f H 1'/' I ,:.-',.
33
",,4,'84 ,32
"....iI~.... ....
, .
,
DI9TRI.BUTTON9 011' INCOME TO BENEFICIARIES
Don.~d Bed
....................
03/31/00. l:Ihtribution 16',000,00
06/06/00 l:IiBtribuHon 700,00
07/06/00 l:Iistribution 700.00
08/07/00 Distribution 700,00
09/06/00 Distribution 700,00
10/OS/00 Oistribution 700.00
11/06/00 Disti'ibution 700.00
12/07/00 Distribution 7.00.00
01/06/01 Dist,ibution 700,00
02/05/01 Distribution 700 ;00
03/05/01 Distribution 700.00
04/10/01 'oistribution 6,485o'BQ
05/10/01 Distribution 876.41
06/a/Ol Distribution 886.24
07/10/01 Distribution 87B..80,
OB/I0/01 Distril;lution 850,30
09/10/01 Distl'ibution 832.23
10/10/01 Dis~ribution 853,64
11/13/01 Distribution B16.28
12/10/01 Distribution 761.37
01/10/02 Distribution B52.16
02/11/02 Distribution 736,01
03/11./02 Distribution 657,94
04/10/02. , l:Iistribution 725; 99
05/10/02 Distribution 706,34,
06/10/02 Oistrib'ltion 735,60
34
I . "
.
07/10/02 Distribution
08/12/02 Distributioll
09/10/02 tlistributl.on
10/10/02 Distribution
11/12/02 Distribution
12/10/02 Distribution
01/10/03 Distribution
'02/10/03 Distribution
03/10/03 Distribution
04/10/03 Distribution
05/12/03 Distribution
06/10/03 Distribution
07/10/03 Distribution
08/11/03 Distribution
09/10/03 Distribution
10/10/03 Distribution
11/10/03 ,Distribution
12/10/03 Distribution
01/12/04 Distribution
02/10/04 Distribution
J
03/10/04 Distribution
04/12/04 'Distribution
05/10/04 Distribution
06/10/04 Distribution
, Distribution
752,99
656.84
647,'6l
711,'73
646 , 99
'581,25
1,040,08
565',31
4 a 6.46
669,58
S27,29
549. 26
3S
(.
54,628.7'1
..'.."....-...............-...........
54,6~8.77
..............
. ,
, ,
P~OPOSED DISTRIBUTIONS TO BENEFICIARIES
# ,Units
Current Value F~duciary
Acquisiticn
or as Noted Value
Man~faoturers and Traders Trust company,
SUooessor to Allfirst Trust company of
pennsylvania, NA, Trustee under Agreement
with Benjamin R. Beale F/B/o Donald L. Beale -
Entire Residue for Further Administration
..._~_________~________________.,_____.________w
prinoipal,
Cash
3,797.00
3.79,7,00
Securitie~ I
1717.291 shares MTB Multi Capital
Growth-rnst I-Fund #430
'66,486.37 62,977,55
19,289.33 34,899.36
4'9,908.32 77,).73.53
18,571,'83 23,958,17
24,127,94 44,275.61
58,512.28 58,096,46
,65,833,34 63,098.46
6608.983 shares MTB Intermediate Term
Bond-Inst-I Fund #220
1954.339 shares MTB International
Equity-Inst I-Fund #270
5652.131 shares MTB Large Cap stock-
Inst I-Fund #315
1397.429 shares MTB Mid Cap Growth-Inst
I-Fund #401
5940.333 shares MTB Short Term Corporate
Bond-Inst I-Fund #518
6922.538 shares MTB US Government Bond-
Inst I - Fund #822
--.----------. --------------
306,526.41 368,276.14
---.---------- ----~---------
306,526.41 368,276,14
...~......~~.. ...c........=.
37
QiY \1.. r"
.. 1\ ?
" III~'V 1 r,(){) fli . (I" ~.I
""MMCNW'tAU" ".' "fNN;"VANfA
1lI::r'Af\ MIo.NT Of f (VrNUE
It(l.HIlI~1 l\'jhl\,Jf'Aill~ \1(\--O/lH'
1,':1' or)- /
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
'.:Oi!NI'l'CotJl
?l'JI,O?'J'i
H11\ (If'H~lnr llEl'l.f1l 1\1-IUll1111/9\ OltCK !IU~[
If' II !If'(H!!lAI rI
J~liLltL'!'.~f!.1.i1l1111U~I..~l~l:JL,,-1n~J~~.__..
FILE NUMBER
D
e
C
E
D
~
T
f'.IAME
Kurt R, WillJ~l~,
coMPLETE MAll.INCl ADDRESS
or Cf: nFNT''l coMPtl-: n A!)(HH:~\"
i.'}') 111.llIIlllel ^vonuo
LpIIlOY"", l'^ 1/01,3
'([An
NIIMfJEf1
tH:Cf,IHNf'~ NAM" (I.MlT, I'IFPH. AND MI()(l(,r 'NIT'AlII K I
. . HIll
Bel1!~(Hll!l.~ltn Kudo) lh_,lIK.A.l!JUujIlIPh
50CIAl,,'l(CUHlrVNI/MurR (lAl[Or[)lA1H [)l\lrmOIHHI
195-37-4545 01/1)/1991 07/13/1908
C'lljtlly Cumh<-~r l.and
{IF AP~{H._[j _~lIflVlVINll 5roU~I"'S N;~.;(ZA[)T~nT '~N{l';;;;~~-~N~~L~-G~;~~~jUM(]~Fl AMOUNT m:;"EIVEO (5H IN!JTA~;;;-~--;;~
_ _ L___ 0,00
X 1. Original flolurn 2. Supplomental Relurn 3. Remainder RDlurn
4. L1mlled Estata 41. Future Intern!!t Compromlso (lor dales of death prlo~ to 12-13-82)
(10' dalos of doOlh alto' 12-12-82) [jO 6. Fadoral EolOle Ta, Relurn RoqulfOd
[KJ 6. Decedent Died Tostato ~ 7. Docedenl Malnlalnfld a LIving Trust 1 8. Total Number of Saf6 Deposi1 Boxes
(Moch copy 01 Will) __ (Moch a copy 01 TlUol)
C P Al:L CORRESP9NDEN~ND CO~.!:.!!!EI~TlI<L TAX INFORMP:!ION SHOULD BE DIRECTED TO:
o 0
R N
A 0
E E
5 N
T
CAB
H P L
E P 0
CAe
KOK
P S
Dauphin aeposit Bank
213 Market Street
Harrisbur PA 17101
None
~04, 81,0,28
None
6/,11,3.31
44,150,20
None
926,144.41
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(9)
37,198,28
(10)
29,970,80
(15)
0.00 X
and Trust Company
(8)
(11)
(12)
(13)
(14)
=
1,342,278,26
62,169,08
1,280,109,18
1 ,280..J,09, 1~
0.00
(IB)
1,276,109.18 X ,06 =__~566,52..
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
4 ,000,00 X ,15 =
TELEPHONE NUMBER
11/ 255 - 2091
1. Aeol E.lo[o (Sohedulo A) (1)
2. Slock. and Bonds (Schedule B) (2)
3, Closoly Held SIOck/PaFtnerahlp Inlmoat (Schedule C) (3)
4. Mortgoge. und Nolos Reculvablo (Schedule D) (4)
6, Cash, Bonk Doposlts & Miscellaneou. Pe,.enal Property (Sen, E) (6)
B, Jointly Owned Property (Schodulo F) (6)
7, Translers (Schodule G) (Schedule L) ('I)
8. Tolal Gross Assets (tolol Lines 1 ~ 7)
9. Funeral Expenses. Administrative Costs, Miscellaneous
E'pense. (Schodule H)
10. Dobts, ,'<1011gogo Llabllltios, Uens (Schedule I)
11, 1'otal Deductions (Iolal Unos 9 & 10)
12. Not Valu~ of Entato (Line 8 minus L1no 11)
13, Charitable and Governmental Bequest' (Schedule J)
14. Nel Value ~~bJect to Tax (~Ine 12 minus Uno 13)
15. Spousal Tran!lfors (for dalo~ 01 dnattl after 8-30-94)
See Instructions for Applicable Percentage on page 2.
(Includo vallJo9 from Schedulo K or Schedule M.)
16. Amount 01 Uno 14 taxable 8t6% rate
(Include values from Schedulo K or Schedulo M,)
17. Amount of Une 14 taxable at 15%, rate
(Include valuos froOl Schodule K or Schedulo M.)
18. Principal tax due (Add tax from L1no 15, 16 and 17.)
19, Cradits/Sp Pavort'l Prior Payments Discount
0,00+ 60.000,00 + 3,151,89
20. II Uno 191, gre~te; II1.n Une 18, e~I" th~';nce on Une 20, Tills Is Iho OVERPAYMENT.
[&] D LCh~~~_~.e If you IUti rflquasUng a refund of y'our OYerp~nlflnt.l
21. II Une 16 Is grfmtor than Line 18. r.ntor tho differenco on L1no 21, This I!! tho TAX DUE.
A. Entor the Interest on tho balance due on Lino 21A.
B. Enter ttlO lotal of Line 21 and 21A on Uno 21B. This Is tllo BALANCE DUE.
Make Chock Payable 10: Reglsler 01 Wills, Agen'
I> I> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ...
Under penAlllls (II perjury, t dllolllfoll'1a,\ j hi\Vfl ft~aminnd thiS roturn. Irlcludln~P;;iYii1ii~-5 and sUtemenls,Mld \0 thl! but 01 mvknowllllllge.nd bellel. illS Utili,
correct and oompletll. I dool"'IIIII1I1I.11 (ualulll.tn hu beon leport"d at true market valull. DlIclaratlOn 01 prOpiHfl( other than \1111 personal fllpr"en\IlI!"lIIj, baud on all information 01
whichprlllpaflllhuanyknowl/ldijl.
. ~ -...----
SIGNATURE Of. PEASON RESPONSIBLE FOfl FllINll flEH!RN Kurt R. Will iams
_Kw.TR, ~-:2'tWII.+--_ ~;~}r~i~;,~L~i,;t:j'ifOj"'" ....-,- .... ."-'- ---..
SIOfIATUFl( or rflEPARER OTHER TH~flVi' Dauphin Dep<Hi t t Bank and Tru!l t Co.
?)}.~I!,.~~":.t..Str-"ptu"......,.n ... n' _. ... ______
____________Jlarrisbur~, f'^ 17101
Copyrlghl (c) \~94Iorfr. 5U!tW",', only crsYl\tllm~, Inc.
Interest
(18)
(19)
(20)
(21)
(21A)__
( 21B)
600.00
77 , 166 ,55
63,157.89
0,00
14,008.66
0.00
14,008.66
DATfi
1/~7
DAn:
Fori;' 1500 (n,~
.
Estate of: Benjamin Rudolph Beale
Soc Sec #: 195.32.4545
Date of Death: 03/11/1997
Continuation of Schedule E,
(Cash, Bank Depoeits & Miscellaneous Personal.Property)
Item Description
#
19 Kemper High Yield Fund . B . Uncashed Check
20 Mass Mutual . Outstanding Annuity Payment
21 PA Blue Shield . Uncashed Check
22 Paid Prescriptions Inc. . Reimbursement for Prescriptions :,)
23 Putnam Investments . Uncashed Checks
24 Salomon Brothers Fund Ine . Uncashed Checks
25 SBC Communications Inc . Uncashed Check
26 Smith Barney Inc, . Uncsshed Check
27 The American Funds Inc. . Uncashed Check
28 Travelers. Refund on Unearned Premium
29 Travelers Property Casualty . Refund of Unearned Premium
30 Wheat First Butcher Singer Inc,
Uncashed Che'cks
31 Wheat First Butcher Singer Inc.
Accrued Interest
Balance at Date of Death
32 Wheat First Securities Inc. . Uncashed Checks
33 1991 Chevrolet Cavalier Sdn
34 Chippendale Style Side Chairs
35 Hipplewhite Style Shield Back Chairs
36 Household Effects
37 Refund from Internal Revenue Service "
Gift Tax Ret.urn Form 709
. "-".'''.-,p.,-"..
4
:t
Value lit Date
of Death
122,73
72.73
152,63
'1,1 108 . 83
2,380,99
'I
49,56
60.63
64.15
6.93
93.00
462.86
346 . 76
6 , 508 , 68
5.58
1,815.47
3 , 780 . 00
350.00
150.00
7,242,00
8,800,00
............................
32,573.53
,
, RE~ ~ lDl0 ilK + (2"81)
C(IM~N\li1~i4\,oy.g'fXl~f1YANIA
ESTATE OF
SCHEDULE G
TRANSFERS
Plul.. Print OJ T .
FILE NUMBER
219 7.029)
-!l!.'11!mln Rudolph Beale SSII 195.32.4545 03/11/1997
'IllIS SCHEDULE MUST BE COMPLETflO AND FILED IF 'IllE ANSWER TO ANV OF 'IllE QUESTIONS ON PAGE a IS YeS,
ITEM DESCRIPTION OF PROPER'TY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER Inoludfll name Of Ih. Ir/ln,I.,.., nlll' OF ASSET %INT, DECEDENT INTEREST
- r.jlilO~:hi':'-iClll'c'd'"I, dlt'O'tWl,l,r. 29;698-:91'
1 8enj amin R, 8eale T\A . Cash 29,698.91
2 Benj amin R. Beale T\A - 469.12 469,12
$100 U,S. Treasury Savings
Bonds Se r E
3 8enj amin R. Beale T\A - 5,281.50 5,281.50
$5,000 Wi11iamsport PA Area
JT Sch Auth School Revenue
Bond Sr-69 5,7% due
2/1/2006
4 Benj amin R. Beale T\A . 709 25,834,19 I 25,834.19
shares AT&T Corp
5 Benj amin R. Beale T\A - 66 1,035.36 1.035,38
shares AC Nielsen Corp.
6 Benjamin R, Beale T\A - 188 4,993.75 4,993,75
shares Airtouch
Communications Inc.
7 Benjamin R, Beale T\A - 55 1,430,00 1,430.00
shares Allegiance Corp.
8 Benjamin R. Beale T\A - 52,812,50 52,812,50
1,300 shares American E1ec
Pwr lnc,
9 Benjamin R. Beale T\A - .280 17,517,50 1.7,517.50
shares Ameritech Corp. New
10 Benj amin R, Beale T\A - 200 14,225,00 14,225,00
shares Armstrong World lnds
lnc,
11 Benjamin R, Beale T\A . 275 13,285.94 13,285.94
shares Baxter Int1 lnc,
12 Benj amin R. Beale T\A - 188 12,643,00 12,643.00
shares Bell Atlantic Corp.
13 Benj amin R, Beale T\A - 422 18,963,63 18,963.63
shares Bellsouth Corp.
Total of Continuation Schedule ( ) 727 954.05
TOTAL (Also enler on line 7, Recapltlllatlon) 1$ 926,1/,4,47
(II more spaco Is needed, Insert additional shoots 01 same fllze,)
Copyrlghl (e) Hl~~ form soHwal1 only CPSystem!l, Int,
Form 1500 Schedull G (Rey, 2~a7)
Estate of: Benjamin Rudolph Beale
Soc Sec #: 195.32.4545
Date of Death: 03/11/1997
Continuation of Sohedule 0
(Transfeu)
Item Description of Property
#
EKolusion Total Value
of Asset
Deeds Dollar. Val of
. lnt Decds Interest
14 Benj smin R, Be ale T\A . 300 20, ll~ ' 75 20,118.75
shares Bristol Myers Squibb
15 Benj smin R, Besle T\A . 150 1,565,63. 1,565,63
shares Centedor Energy
Co'rp.
16 Ben.1 smin R. Besle T\A . 200 6,675,00 6,675.00
shares Cognizant Corp,
17 Benj amin R. Beale T\A . 250 19,937,50 19,937.50
sharee Compsq Computer
Corp.
.11i,730.0Q il
18 Benjamin R. Beale T\A . 520 15,730.00
shares Consolidated Edison
Co. NY Inc,
19 Benjamin R, Beale T\A - 331 9,619,69 9,619.69
shares DQE Inc.
20 Benjamin R. Beale T\A 281,,378,13 281,378.13
6,650 share DauphIn Depos it
Corp.
21 Benjamin R. Beale T\A - 275 12, 117, 19 , '12,117,19
shares Deere & Co.
22 Benjamin R. Beale T\A . 200 5,250,00 5,250.00
shares Dun & Bradstreet
Corp.
23 Benj amin R. Beale T\A 325 11,192,19 11,192.19
shares Echlin Inc,
2.4 Benj amin R. Beale T\A 18 1,019.25 1,019.25
shares El Paso Nat1 Gas Co,
25 Benjamin R, Beale T\A . 300 lit,287.50 14,287.50
she.res Ingersoll Rand Co.
26 Benjemin R. Beale T\A . 229 12,666,56 . 12,666.56
shares Lucent Technologies
Inc,
'"' .
Estate of: Benjamin Rudolph Beale
Soc See #: 195.32.4545
Date of Duth: 03/11/1997
Continuation of Schedule .0
(Tranafers)
Item Description of Property
I<
Exclusion Total Value
o~Allaet
Deed. DoUar VAl of
'lnt Decd. Interest
27 Benj amin R. Beale T\A 300 1.2 ,262.~0 12,262.50
shares Micron Technology
Inc,
28 Benjamin R, Beale T\A . 44 1 ,600 , 50 1,600.50
shares NCR Corporation
29 Benj amin R. Beale T\A 188 9,505.75 9,505.75
shares NYNEX Corp.
30 Benjamin R, Beale TV, 150 3;281,25 3,281.25
shares Ohio Edison Co,
31 Benj amin R, Beale T\A . 900 19, j 687. ,50 19,687,50
shares Peco Energy Co.
32 Benj amin R. Beale T\A . 31,151.25
1,420 share P P & L Res
Inc.
33 Benjamin R, Beale T\A . 188 7,802,00
shares Pacific Telesis
Group
34 Benjamin R. Beale T\A '. 250 12 j 671,88
shares J C Penny Inc,
35 Benjamin R, Beale T\A . 100 3,181.25
shares Pinnacle West Cap
Corp.
36 Benj amin R. Beale T\A . 175 16,428,13
shares Rohm & Haas Co.
37 Benj al1lin R, Beale T\A . 141 8,169.19
shares SBC Communications
Ino,
38 Benj amin R, Beale T\A . 50,197,88
2,942 shares HF' Salomon
Brothers Fund Inc.
39 Benj amin R, Beale T\A . 400 12,625.00 12,625.00
... . REV- 11111 F,X t,!'-UJ
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMll,')It'XM.'N,t< '1f. P~NM~.hYAN'^
. flt.lb'lN1b:!'d',b'\:'N'f"
I! TAll! OF
Ben amin
Ill!M
NUMBI!R
A.
B,
I.
2.
3.
~.
c,
Rudolph Beale
SS# 195.3L'!.545
03/11/19.22
DI!SCRIPTION
1
Fun.r.'I!lcp.n...:
Musselman Funeral Hume, Inc. . Funeral Expense
AdmlnlltnlUv. eo.lI: Dauphin Deposi t Bank and Trust Co.
Pe"",nal Repr_ntatlve Commissions
Social Securlly Number of Personal Representallve:
Ye.r Commllllllons paid
Anorney Fees
Johnson, Duffie, Stewart" & Weidner
Family exempllon
Claimant
Address 01 Clalment et decedent's dealh
Street Address
City
Relationship
State
Zip Code
Probete Fees
Register of Wills
1
MI...Uaneou. Expen...:
Dan Barninger & Associates - Real Estate Appraisal
2. Cumberland County Register of Wills - Cost of 1B Short
Certificates
3 Cumberland Law Journal - Cost of Advertising and Proof
of Publication
4 Dauphin Deposit Bank and Trust Co, - Checking Account
#14-27701B Service Charge
5 Hobbie Auctioneers Inc. . Appraisal ree
6 Johnson, Duffie, Stewart, & Weidner Balance Due
7 Putnam Amern Govt Income Fd Class A 10% Withholding
Tot"l of Continuation Schedule s)
_ TOTAL (Also enls, on line 9, Rec.pllul~lon)
(If MOret spaoe Is needed, Insert additional sheets of slme alze,)
Copyrlohl(ol \9941orm .ollw"'lt o/'lly CflSystems, Inc.
PI.... Prlnlor T .
PIU! NUMBI!R
2197-0295
AMOUNT
5,652.00
1.3,694.22
11 , 000 , 00
321 , 50
175 . 00
54.00
60.00
21. 00
225.00
51. 50
548.17
395,89
S 32 198,28
ForlT\ 1600 Sr:h.c!ull H(Rel/. 7-111l)
,
'.
f('tlV - 161:.\ EX + (2~all
COM\'J.~mrt'i~4\,,%W,lVhl"NI'
I!STAT!! OF
$CHEDULE J
BENEFICIAAI S
Bon amin
ITEM
NUMBER
ITEM
NUMBER
Rudol h Beale SS~ 195.32.4545 03/11/1997
NAME AND ADDRESS OF BENEFICIARY
. RELATIONSHIP
1
A, TlI)(abla Beque.t.:
Ann R, Beale, Deceased (8.13.97)
Daughter
2 Donald L, Beale Son
6819 Silver Ann Dr,
Mason Neck. VA 22079
3 Esther Barnes Davis None
4 Dorothy Witherow None
5 Portia Johnson Nona
6 Dauphin Deposit Bank & Trust Co" Trustee
NAME AND ADDRESS OF BENEFiCIARY
S, Chlllltable and Governmental Be~ue.t8:
TOTAL CHARITABLE AND GOVERNMENTAL BEOLIESTS Also enler on line 13, Rae. Ilul.llon
(1II11or. .~ac.'s n.eded, Ins.n addlllon.lsheels 01 same ,'ze,)
Copyrighljcll1l1l4 'orm .o!twa,e only CPSYllttml, Inc.
PILI! NUMBER
2197.02,95
AMOUNT OR
SHARE OF ESTATE
Cash Bequests,
Bequest
Personalty,
Automobile
Cash Bequest.
Bequest
Personalty,
Automobile
$2,500 Bequest
$1,000 Bequest
$500 Bequest
Residue
AMOUNT OR
SHARE OF ESTATE
$
0,00
Form 1500 Schedule J (Alv.l*17)
~..
,
Rev- 1647 EX. (1l,HI4J
COMMflli~I\I\JJH at, PFI11~lVCVAN,^
IN,~ t m6~ N1b E'\;'\; at N~'N
eSTATE OF
BenjamIn RudolE)l Bonle SS# 195.)2./,545 o 31.!lL 1 99 1______
TIll. .ohodul. I. app,oprl.t. only fo, E.ta'.. of deoodent. cfyIng .11., O...mbo, 12. 1812,
This schedulo Is to be UEod 10r all futuro Internsts whore lho ratn of tal( which w!1I bo oppllcliblo whon tho futuro lnlore~l vnnts In
09s68slon and en 0 ment cannot be ostabllshed With cortaJnty, ___________
Thelnsl,umenl ore.llng Ihe luIure Inlorosllo: (Pl.... .1100h oOPV 01 Instrum.nt)
-LJ Will 0 Tru.t 0 ou,.,
SCHEDULE M
FUTURE INTEREST COMPROMISE
FILE NUMB~R
2197-0295
t, B.nollol.OO
NAME OF
BENEFICIARY
RELATIONSHIP
OATE OF
BIRTH
AGE TO
NEAREST BIRTH,oAY
"
2.
~,
4.
s,
II. For decodents dying on or all.r July 1, 1994, II a surviving spouse .xerclsod or Inlendsto .x.rcls. one ollh. following wllhln 3
momhs ollho decedenl's doalh, check Ihe approp,laI. bo, and supply a copy ollh. dooumenlln whloh Ihe surviving spouse
ex.rclses suoh wllhdrowal righi,
o Unllmltod right 01 withdrawal ~wlthd'awal
III, Explan.Uon of Comp,oml.. Oll.r: (II more spac.ls n"'dad, aUaoh additional 8,5 X 11" sh..ts)
IV.
Summary of COmp;oj;;,.. Off.,:
1. Amount of FUlure Inl.,.sl , , ,
""""'" .'"
"",,,,,.$
0,29
, $ 0.00
$ 0.00
, , , $ 0,00
, . , $ 0,00
$ 0,00
2, Value 01 Llno 1 o,.mpllrom I., as amount passing 10 charlll.s, ole, ,
(also Includo as part ollolalahown on Un. 13 of Covo, Sh...l)
3. Value of Une 1 passing to spouse at approprIate lal( rate , , , " "".",
Check 1 Block 0 8%, 0 3%, 0 0%
(alao Include as part 01 lotal,hown on Line 15 01 Covor Shoet)
4, Valu. 01 Une 1 TOl(abla 01 L1noal R.lo , , , , , , , , , , , , , , ,
(also Includo.s part ollolal shown on Line 16 01 Covar Shoet)
&, Value 01 L1na 1 TOl(abla al Collal.,.1 Ralo , , , , . , , , , , , , , ,
(also Includo as pa~ ollolalshown on L1n. 17 01 Covo, ShoaO
&, Total Valuo 01 Futur. Int.,." (sum 01 Lines 2th," 5 musI.qua' Une 1)
Copyriglltlc1199S torm uo/tware only Cravel.ml, Inc,
rorm 1600 Soh.dull! M (Rev, 10-94l
(,"V"''''''I''''\ ~ SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEAL nl OJ: PENNSYl.VANIA
_ IN"'AIIANet: lA' '"VISIt'N (AVAILABLI! FOR DECEDENTS DYING AFTER 1:11311111)
ESTATf! OF PIL N Me!!R
Ben1amin Rudolph Beale S8" 1~,>.:!?115iI'i 02L])/l~97 2197.0295
Thlo .oh.dlllo mll.1 be oomplolod ond iliad II you ohookod Iho opolloal povol1y oredll bo, on tho OOVer aheet.
rPART I - CALCULATION OF GROSS ESTATE "::J
" Taxable AOllolo tolallrom lIno 8 (covor sheol) . 1. 1 342 278,26
a, Insuranco Proceeds on Ufo 01 Decodont . a. 0,00
3. Relllomonl Bon.lIla , 3, 0,00
4, Joint Aaoola with Spouse 4. 0,00
&, PA LoU.ry Winning., , , , , , , ,.",.". , , ' &. 0,00
h. Olt,., Noal8l<abl. Aaa.ta: Ual (AUaoh sohedllle It nllOllll8ary) , " , , ; , , , , , , , , h, 0,00
6b~
80.
8d,
I, SUBTOTAL (Un.a 8a, b, 0, d), , , , , , I, 0,00
7. Total Groaa Asa.ta (Add lIosa 1 thru 8), , 7. I 342 278,26
Income:
.. Spouse,
b, Dooedanl"
0, Jolnt.",
d, Tax E,a"'pllnoome ,
e. Oth.r Income not lIat.d abov., '" , , , ,
1. Total" , , , , , , " ,,' , , , ,
4, Av.roga Joint E,.mpllon InMme Caloulallon
4a, Md Joint E'ampllon Inoome Irom obova:
(11) 0,00
I. Tala' Aolual Uablll".a , , , , , , , , ,
g, N.t Volua of Eatata (Subtraot IIn. 81rom IIna 7) , ,
If IIn. g la graat.r than $200,000 " STOP. Th. .atal. la not allglbl. to olalm the orad!!. If nOI, oonllnu. to Part II, 9, 1 342 278, 26
PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach coplea of FederllllndlvldulIllncolne
TIIX Returna for decedent and a uae.
1. TAX YEAR: 1994 a.
II, 0 ,00 ai,
lb. 0,00 ab,
le, 0 ,00 20.
ld, 0 ,00 ad,
11, 0 ,00 ae.
11, 0,00 :l!,
I.
0,00
TAX YEAR: 1995 3.
o ,00 31,
o ,00 3b.
0,00 30.
o ,00 3d,
o ,00 3e,
0,00 31,
TAX YEAR:
1996
0,00
0,00
0,00
0,00
0,00
0,00
4b. Avo,.ga Jolot E'ompllon Inoome, """"""" ' , , , , ,
It 111'0 4(bi la gr.al.' than $40,000 " STOP, The eal.t. la nOlol!gibl. 10 ololm Ih. oredlt. It nOI, oontlnu. to P.rt III.
PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES
.
0",,00
-+- 3 1
0,00
+ (21)
o ,00 +(31)
0,00
.
1, Insert amount of t8>csblo translers to sflouao O( $100,000, whichever Islosfl .
1.
a, Multiply by credit p.,cent.ge (ae. 111,',uolloI19) , , , , , ,
3. Thla la tho omounl of the Reald.n, Spou,"' povorty C,.dlt Include Ihla flgu,o
In tho olllculaUon of total credits on line 19 of lhe covm shoot.
4. For Nonrosldonts. linter tile rnUo ollhe dece.dont's gross 9s1ato In PA 10 the value 01 tho
decedonl'n gros5 ostatE! , .
6. Multiply lIno 3 by IIno 4 and onter 1110 lotnl horo. Ttllnls tho amount 01 the Nonreslden1 Spousal
Poverty CradU. Include thl911gure In Iho calculation of tolal credits on Una 19 olth(l covor shool.
Copyright (e) 199~ form s(Jllw&lelJ(Jly CP$VII,nIM,lrlQ.
a,
3.
4,
s,
Schedule {AllY. 1-92)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/.1;-1'7 t)-/
BU"EAU OF INDIVIDUAL TAMES
INtfERITANCE rAM DIVISIOH
DEPT. 2:110601
IlARnlllUROj rA Hlza-0601
,
( --",
NOTICE OF INflERlTANCE TAM
A~~"AISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND AssrSSHENT OF TAM
03-30-98
BEALE
03-11-97
21 97-0295
CUMBERLAND
101
E~oun~-!!!'Mltt;d -l
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701~
CUT ALONG THIS LXNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R IV: iijijj-i:if - APi'-- m-:97"i. iiOT i Or -OF .YNHEifi f AiicE - TAX - "A.PPR"A- i si:if€ii'r; -A i.DiwANcE .OR.. -- - -. ON. -. - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BENJAMIN R FILE NO. 21 97-0295 ACN 101
DATI!
UTATE OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
KURT R WIL L1 AMS
DAUPHIN DEP BANK a TR C
213 MARKET ST
HBG
PA 17101
ESTATE OF BEALE
TAM RETU"N WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETunN BASED ON: ORIGINAL RETURN
.1. R..l e.hih ISchadultt Id
2. stock. and Bondt (Schedule 8)
5. ClaMely Held Stock/Partn.rshlp Int.r..t (Schedule C)
4. Harotu.ga./Not.. Recahan1. (Sohedule OJ
6. C..h/8ank D,poIU./HhCl. Parlon..l Property ~Sch.dul. E)
6. Jointly Owned Property (Schedule F)
7, Tranafer. (Sch.dul~ G)
a. Total Au.t.
ClJ_
12J_
131
(41.
(5)
(6)
17)
I CHANGED
......Jl.!L
304.840.28
.00
67.143.3\
44.150.20
.00
926 .144.47
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun,,'.l Explnll../Act:n, Co.ta/Hila. Expan... {Scheaule HI
10. Debte/Hortgeg. Liabiliti../lion. (Schedula II
11. Total Deduction.
12. N.t Value of Tlx R.turn
IS. Charitable/GovernMant.l aequ..ts; Non-.l.cted 911! Tru.t. (Schedull J)
14. Nat V.lue 01 IlI't.t. Subject to Tlx
If an a.se..mant was i..ued previou.ly, lin.. 14, 15 and/or 16, 17 and 18 will
reflect figul'8S that includ. the total of ill. r.turn. as.....d to dat..
ASSESSMENT OF TAX:
IS. AMOunt of line 14 at Spou..l rata (16)
16. Allount of line 14 hxabl. at lin..l/CI... A rat. (6)
17. Awaunt of line 14 taxable .t Collat.ral/CI... 8 rat. (17)
18. Principal Tax Due
TAX CREDITS I
I PAYMENT RECEIPT DISCOUNT (+)
t:ATE NUMBER INTEREST/PEH PAID (-)
06-11-97 AA211407 3,157.89
12-12l AA242557 .00
,BALANCE OF UNPAlD INTEREST/PENALTV AS OF 12-13-97
NOTE:
19J
1101
32,198.28
29.970.80
(111 .
1121
1131
(14)
,00
1,276'~109 .18
4,000,00
K .00.
M .06.
K .15.
(18)
AHOUNT PAID
60,000.00
14,008.66
TOTAL TAX CREDIT
----
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'*
IIV.IUI U,,, llt.t11
BENJAMIN
R
DATE
03"30-98
HOTEl To inlurl proper
crldit to ~our ICCOunt,
.ubllit tha upp.r portion
of this forM with your
bx p.y...nt.
1,342,278,26
6?169 DR
1,280,109.18
,00
1,280,109.18
.00
76,566.55
600,00
77,166.55-
77,166.55
.00
3.46
3.46
. IF PAID AFTE" DATE INDICATED, SEE "EVERSE
FOR CALCULATION OF ADDITIDN~L INTEREST.
IF TOTAL DUE IS tESS THAN U, NO PAYMENT IS "EQIJIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FD"H FOR INSTRUCTIONS,)
\
"
I
hJ
RESERV;,UONI Elht.. of dlced.nt. d!;'lna on or b.lor. OlcHb.r l2, 19112 ~~ H any future Jntar..t In thl utet. it'trantf.rr.d
In pOlft...lon or .njo~..nt to CIa.. I (0011,t.ral> bln,flat,rl.. of the alold.nt ,ft.r thl .~ptr.tlan of Inv..tat. for
Il,. or for YIII"I, the COMlonwellth hereby Ixpro..ly r.,.rv.. thl right to appr.l~. and ....1. trans'.r Inhtrltanc. T.~..
lit the lawful ClUJ B (eolhte"e!) rat. on any such future Int.....t,
PURPOSE OF
NOTICEz
PAVMENTI
REFUND ((';R)l
OBJECTIONSl
ADHIN
1STMATIVE
CORRECT IONS l
DISCOUHT:
PENAL TV'
INTERESTl
To fulfla tho I'.qulr..<ltllh of S.otion 2140 of thll Inh.rltlncll and Est.t. TaM ^at, Act 21 of 1995. (n P.S.
betion 9140),
Oatac:h thl top por'tlcn 0' thh Notlc\) and lub.lt with your pay.,nt to thll1 R.ght.r of Willi printed on tlwl ro".r.. .lde.
~.Hah ch.ck or .OMY order payable tOI REGISTER OF MILLS, AGE~T
A rllfund of a t8~ crlldit, whIch was not requ..te~ on the T8K R.turn, .bY b. requested bv ao_pl.ting an "Application
fur R.fund of P.nn.yl...nnla Inh.r1tIln<lCl and Estate 1'8lC'" (REV.1l13L Appllc!lthm. !!IrD r...all~ble at the Offtr..
uf 'the R.vlltlr of Willa. any of thu 23 R.IJenu'l Dhtrlct Office., or by callIng the sp.clal ~".hour
8"II....r1nll .erIJ1o'l rlUIIIber. for forll. or~r1ngl In Pennsylvania 1~800-362-20~0, out.ld'l Penn.yLvanla and
within 100hl Harrhburg IIrllll f.71n 787~8094, TDDI (717) 77Z"'2i!52 (Hearing I_paired Only),
Any party In tntere.t not .ftthfied with the t1Pprflh8ll11nt, allowance or dllfll1oNaO<l. of deCluetlo"s, or 1I11'''S''"\
of tlllC (includlnA discount or Interll.t) a. shown on thl. Notice IIU.t Object wlthtn .ilCty (60) day' of rac.lpt of
thh Notic. by:
--writt.n protut to the PA Depart.'lnt of ReIJ'lnu'l, Board of Appafth, D.pt. 281021, tlarrlsburg, PA 17128-1021, OR
R-.lectlon to ha.... the gatt'll' dliterlllnlJd nt audit of the account of the person...l ropreuntat1...e, OR
--aPJI..I to the Orphanlil' Court.
F1!Ictual .1'1'01'11 dhcoverad on thlo lIs..III..nt should be IIddru'lId In IoIr1t~l\g tOI PA Doparhent of Revenua,
Sur..u of IndhddunI Tftl(." ATTNl Post Auaeu.nt Ravlow Unit, Dapt. 280601, Hnrrhburg, PA 17128-0601
phone (717) 187.6S0S. S~a page S of the booklot "Inltru~tlonl for Inherltnnce Tax Return for a Re.ldont
nlle.dent" (REV-1501) for an .lCpll1nntlon of ad~inlstrntlvaly corractablo IIrrors.
If .,,~ t.~ dUI I. paid w1thIn three (3) calandar 80nth. nftar tho dacedent's daflth, . five p.rc.nt (S%) dl.oount of
the t.~ p~id ~. allowed.
The IS% hlC nanesty non~partic1p.tlon PlnllHy 11 coapuhd on tho total of th4 hI( and Inter..t aUIl..od, .nd not
paid ~forl Jnnuary 18, 1996, the flr.t day af~'lr th'l .nd of the taK ~an8sty pariod. Thl. non"partlc!patlon
pen.l11 11 apPulabl. 11'1 thl lIII.e unner find In the thll saae ti.. p'lriod as ~ou uouid oppanl th.. hlllC and Int.rut
thlt ha. b..n ...au..d a. Indlcatld an thAI natlc~.
Int.rallt 11 char gild beginning ",Uh fir.t day of dtIl1nquoncy, or nln40 (9) Monthl and one (1) day frolll t.h. dati of
duth, to thl dute of plly..nt, TaKIII whloh bite... dellnqu.nt bllfore Januarv I, 1982 barlj' lnt.rut at th* rata of
Ib (6%) percent per 1mi'll" calculated !It n dally rah of .000164. All talCU whiCh b.eN.. tI.ll~t on and aftllr
January 1, 1982 will baar lnt.rut at III rtlt. whJch 101111 vnry froa cal.ndllr year tn cahndar Vllflr with that rllte
announced by the PA nepart..nt of Revenue, The nppl1cabl. Jnt..rut r"te. for 19&2 through 1998 111'.:
~ Intlllrut Rat. Dalh Int.rut Fnotor :!!!r Intlra.t AIII'('l ~lnt.r.lt Fftilltor
1982 20~ .000548 1987 'X .000247
l'a! 16% ,OOO'.3ft 1988 "1991 11~ .oCl0501
1.84 11% .000301 1'>9? " ,000247
19&5 15:1. ,000:\56 1993~1994 71. .000192
1906 10% .000274 1995"1998 9% .000l47
~~Intar..t 11 oalc:uhted .. foilOiot.:
INTEREST a BALANCE Of TAX UNPAID X NUKBER Of DAYS DELINQUENT X DAILY INTEREST fACTOR
~.Any Notlelll J..ued after the ta~ b..cnw.. d.lJnql~~t wll1 rlllfl.ct an 1nt.r..t celcul.tlon to flft..n (IS) dly.
beyond thlll dlllt. of thlll a......eot. If pav..nt 1. 'lad. nft~r the int8r..t co.putatlon dnt. .hown on the
Notice, ndditlonal lnt.rllllllt HUlt b. calculated.
PUIlPOIE 01'
HOTlCE 1
PAvttEHT I
REFUND (CRJ I
Reooll,,,,',
ReUle.ic'
of
'!Vilis
"
'98 JUN-1
P2 :09
C/t'r"
CUlnb " ,
/, ,ie) I.
.JUrt
" PA
To fulf1l1 the raqu'r.-.nt. af ~tlon 2145 (b)o' the Inherltinal tnd Elt,t, raw Aotl ~ot 21 of 1"..
m P.I. hctlon 9145).
DetKh tM top portion of thit NoUe. .ld IUbIIlt with your "'JMnt to the Rught.r of M11lt1 printed on the
rlYlr.. dct..
u ~. chock or IIOntY order pIYllblt tOI REGISTER OF HILLS, AGENT.
A r.fWld of . tlk credit ..y be r~...t~ by cOIIpletlng an "Application for R.fund of P.,."Ylvenlt
Jnhtr1tllnCt ... Elt,t, TIM" (REV-UU)' AppllClltlOl'I' IIr' lIvIUablo11 at the Offlol of tht Rttht.r of '1111',
MY of the 2~ R.vlnut Di.trlct Offlc.. or fr~ the Dep,rt-.nt', 24-hour en.~rlnt ..rvlel ~r' for for.. orderlngl
In PWVlIylVMl1 l-IOO-J62'-ZO!iO, outllM Penn'Vlvanta and NJthln locI 1 H,rrJlblJra .r.. (7171 "7-1094,
TOOt (717) 712-2252 (Heerlng IlIplired Only).
OBJECTIONS I Any plrty In Intlr..t not lathfled with the a.......nt of tax a. .hown on thh notloe ..y object within
.Ixty (60) day. of r~.lpt of thl, Hotlea bYI
uwrltbn prot..t to tM PA ~arhllK1t of A.vanua, !Io",.d of Appeals, DtlPt. 211U1, Htlrrlsburl, PA 17128~1azl, OR
--.1aatlng to hav. the ..tt.r d.t.ralned at audit of the par.onel repr.sentatlv., OR
--~al to the Orphan,' Court.
ADHIH-
ISTRAT1VE
CORRECTIONS I
PEH:.l.TVl
iNTEREST I
Feotu.l .rror' dl.OOVlr.d on thl. a.....-.ot .hould be ednre..ad In wrltlno tal PA Dapart-.nt of R.venue,
Bur..., of Individual Tau., ATTHI poot A.....HIlt R.vl".. Unit, Dept. 210601, Harrisburg, PA 1112'-0601,
Phone (117) 181-6505, S.. page 5 of the bookl.t ~In.tructlon. for Inn.rlteno. Tex R.turn for _ R..ldent
D~edent" (REV-1501) for en .xpl~tlon of .a.lnlttratlvlly correctobl. .rror..
The 15~ taM ..n~.ty non-partlnlpatlon penalty I. c~t.tt on the total of the tex ~ Int.r..t ......~, ~ not
paid befor' Janulry 18, 1996, the flr.t day Ift.r the end of the t.x .-na.ty period. Thlt non-partlolpatlon
pttnalty J. aw-Ilabl. In the .... unnar and In the the> .... U.. period a. yoo would appa.l the t.x IWld lnt.,...t
tnet M' bHn ......ad III Indlc.ted on thls noUu.
For dlt.. of d..th on or a,t.r HI"]"91, Penn,vlvllW1la f::.tat. TaM ba.ad on the F.otr.l E_t.ta Tax
r..turn beco.. cMlIncr<*'t at the txptratlon of nlM (09) ~th. frOll the data of deilth.
for data. of dBth prior to 10~S-91. P.n,,.ylvenh E.tate Tax ba.ed on the f.der.l Eot.t, T.IC return
baoOMlI delinquent It thli a)(JIlretlon of alaltltaan nl) IIOrtth. frOll thli delt. of death.
, Tax.. which bee... dallf'lqU<<'lt before Janu.ry 1, nil b..r Internt 8t tM rat. of .IM (61:) ptIrcM'lt per ..,....
calcul.tad .t . dally r.t. of .0~0164. All tax.. which bee... dell~t on or 8ft., Jenuary 1, 1.12 will bear
Int.r..t at a rftta which will vary fr~ eallnder ~..r to calondar ye.r with that r.ta announced by tM PA
Departaent of R.venue. The appllcftbl. Int.r..t rat.. for 1982 through 1996 aral
V..r Intara.t Rat. D.U~ Intar'lt fector Va.r Int.r..t Hat. Dalh Int.r..t factor
1912 201: .OOO~. 1987 .~ .00021t1
1911 161: .0011451 1961-1991 1lX .00nOl
19&4 1lX .000!0l 19" .~ .000241
1915 1>X .OOOS% 11)9]-1"" 7X .0011192
1986 1Oj( .000l14 1995-1"1 9~ .00021t1
-~Jl'ltar..t II calculated .. follow. I
INTEREST. BALAflCE OF TAX UNPAID X NV"8ER OF DAYD DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.tuad aft.r the taM bec~. delinquent ~111 r.fllet ~ Int.r..t c.lculatton to 41ftean (15) day.
beyond the data of the .....lMnt. If P'1Mnt II Ada aft.,. the lntar.ot oOllPUt.Uon data shown on the
""tloe, eddltlONll Int.,...t "".t M c.lcul.t...
,1'
I
I
I
,
I
I
I
I
i
I
,
I
i
,
PIJRPOI1! 01'
MOTlet I
PAMNl,
REFUND (CA) I
OIJECTJ~I
....INw
ISTRAlIVE
CORRECTIONS I
PENALTY I
INTEREst I
",.,
T. fUlfill tho 'oqol'....t. of ~llon II~. (b) of tho Inhe'll..... end ~.I.I. T., Aol, A.I II of'I99.. (71 P.8.
_Uon '145).
Dlteoh the top porUon of thJt NoUN IIf1d ..it with vour PIYHnt to ttltl Regilt.r of NUll print" on thl
rev.r.. ,...
-. ttOk...- or _. ordo, p..obl. t., REGISTER OF MILLS, AGBNT.
A r.mK! of . taM credit .ay b4t rttqUe.tad by oOllp1etlng an "Appl1oatlon for Refund of Penn.ylYIn'a
InheritInG. r.d btat. TaM" (REy-nUL Applloatlon. ara a"aUlb1* at the afUw of the Ragl.t.r of "111",
Inyof the U R'''1nl* Distriot Offic.. or fl'OII the Depart..nt'. Z4-hour Inllwerina ..rYio. nulIbarl for for.. or.ringl
In Penn'YI"anll 1-8ftO-$62wZ050, out.ida Penn'Ylvanla end within 10011 HarriabUt. ar.. (717) 7'7.80~,
TOO' (717) 71Zw2Z52 (Haarlng I~alr.d Only'.
Any party In int.r..t not ..tllIfled with the '''OU'Hlnt of tax .. .howl on thh notice ..y object within
.1Mty (60) dlyl of rlcalpt of thl. Notloe bYI
-~wrltten protl.t to the PA Dapartftlnt of RR"~, loard of Appaal., Dlpt. 281021, Hartltbur., 'A 17128M1IZ1, OR
ullaoUng to hl"l tha ..tt.r datftral~d .t tMwtt of the par.ona1 rapr...ntaU"., OR
~.~al to tho DrPhen,' Court
Fmctua1 .tror. dl.oav.tad on thi8 ......aent .hoUld be ~r...ad In writing tOI PA o.partaant of R.vanua,
But.au of Indlyldual TaM." A1TNI Po.t A.'....-nt R.vl.w Unit, Dept. 2a0601, Herri~rg, PA 11128-0601,
~ (717) 787-6505. Sw. p.~ S of the bookl.t "In.truotlon. fQr Jnh.rltence Taw RRturn for. R..ldant
holdent" (REVw150lJ for .1 .xP1enatlon of IIKiIIlnhtr\l'tlv.h oarr.atllbl. errors.
The 15:< hM MIle,h non-participatIon p.nalh< It oottputad IIn the tatal Clf the taM .nd Int.r.st .....Nd, n not
paid ~for. January 18, 1~6, the flr.t day .ft.,. the end of the taM aane.ty ~rlod. Thl. non-p.rtlcipation
pen.lty II eppfllll.tJh In the ....e aanner and In the the ...e ti.. per lod .. you would "f>>Peal the teM and intar."t
that he. been ......ed .. indlcatld on this noti,..
Additional p~.ylvanla E.tatu TOM .......d a. . r..ult of a ohange on the Fedtr.1 E.t.t. TaM olollng
l.tt.r _OM' (t.l1nquent at the expiration of Oflfl (1) .onth (1'011 the data the final notice of the inor....
In Faderal E.t.t, T.x Is r.o.l~ed,
T.x.. which ~... delinquent before J~U8ry 1, 1982 be.r Inter..t at the rat. of .i)( (6X) per~t par annua
caloulatad at . d.lly rato of ,000164. All t.x.. which b,o... delinquent on or .ft.r J'~rY 1, 1982 will bear
Int.r..t at . r.t. whl~h will vary fr~ oalendar y.ar to oalend.r y.ar with tt~t t.t. announced by the PA
DIp.rt..nt of A.venlHl. The BPPllcahh Jnt.,...t r.t.. for 1982 through 1998 arel
'!!!! Int.r..t Rate Dally Int.,-e.t Faotar !.-.!r Inter..t R.t. Oalh In..r..t Faotor
1982 lOX .000548 1987 9Y. .000247
1983 lOX .00008 1988wl991 11:< .00UDl
1'84 lliC .0005Dl 1992 OX .000247
1915 13iC .000556 1993-1994 7X .000192
1'86 10iC .000274 1995wl998 Or. .000247
uJn"r..t It o.loulatad e. followlI
XNTERERT . BALANCE OF TAX UNPAID X NUHDER OF OAYS OELINQUENT X OAILY INTBRERT FACTOR
--Any NoUee hlUed aft.r ttM tBx '-0011. d4tUnquant will r.fllOt an Int.r..t (lcllCUlatl~ftHfl n!H days'
beyond the dIlt. of ttlll .....SHflt. If pay..nt II aade eftar tha Int.rut COIIputftUon det. .hcMfn 00 the
Notice, IIddltlonal Illt.r..t flUllt iN calculat.d.
PAYHEH1'1
rMtlOh ttMt top portlon of thll HoUo. and .ubIl1t with your PIY8ant 114'dt payable to the nau lOCI tMktr...
pdnted on tn. rev.r.. 'lde.
If RESIDENT DECEDENT .~. aMok or !tOMy orct.r P8yab18 tal REGISTER OF WILLS, AGENT.
1f NOH.RE91DENT Dl!CEOEHT .ake oheok or- eoney order Plly.bh t(ll COHHONWEALTH OF PENNSYLVANIA.
REFUND cau 1 A r.fund of . tllX of'ildit, whioh Will not r.que.tlld on the Tllx RIlturn, .ay be r.qu..ted by oOllPleUng en
ft~pllc.tlon for R.fund of Penn'Yl"anla InherItanoe and Eltate Tax" (REY-1113), Appllolltlon. Ire IVll11b1. .t
the Office of the R..l.t,r of Willi, any of the tl Rev.nue DI.trlot Offlc.. or frol the o.plrt-.nt'. 24-hour
InIWlring ..rvlo. ~r. for for.. orct.rlngl In PennsYlvania l-80n-362-20S0, out.lde P.nn.ylvanla
and within local Hlrrhburg IIr,a (717) 787-8094, TDO. (717) 772-2252 (Hearing I.paired onh).
REPLV TOI
ou..tl~l' r-vlrd.", .rror. oontalned on this notice .hould b. addr....d tOI PA o.p,rt.,ot of RevlnUe, lur.tu
of Indlviduel Tax.., ATTNI po.t A.,.....nt R.vlew Unit, Oept, 280601, Herri,burg, PA 11128-0601, phone
(117) 787-6505.
DISCOOKTl
If .,y tax dUe is P8id within thi'e. en <:Ilender .ooth. lifter the cleoedent's death, a flvI perolnt (S:() dhoount
of the t.x peld 1. .llowed,
PENAI.TVI
The IS~ tax .-ne.ty non-partiolp.tion penalty 18 o~ut8d on the total of the tax and Int.r..t ......Id, end not
p.ld befor, January 18, 1996, the fir.t dey lifter the end of the ta~ ..ne.ty p.riod.
INTERESTl
Int.r..t 1. oharged bvolnnino with flr.t day of delinqu.noy, or nine (9) .onth. end on. (1) USY fr08 the d.te of
death, to the date of pay.-ot. TeX8' which bec..e delinquent before January 1, 1982 bear intlr'8t at the ret. of
dx (6;() p,,'cent per Ilf1fll.M caloulated at a daily rate of .000164. AU taxIs which beo... deUnquent on end .ft.r
JlN'KN'ry 1, 19a2 will Nar inter.lt at a r.te which 104111 vary frol cal.nd8r YlUlr to oalendar yeer with th.t rat.
announoed by the PA Dep.rt~ent of RevenUl. The applloable lntere.t rate. for 1982 through 1998 .r.,
V.1t Inter.,t Rat. D8ily Int.re.t f8ctor Vear Inter..t Rat. Daih Inter..t Faotor
19&2 20:< .000548 1987 9i: .01)0247
1915 t6X .000436 19&8M199l 11i: .000301
19" UX ,000301 1992 9% .000247
1915 13:< ,000356 1993-1994 7% .000192
1986 taX .000274 1995-1998 9% .000247
.-Int.r..t is caloulated a. fellowll
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotloe iuued afhr the tex heOO'flI deUllquent .,ill reflect an intere.t caloullltlon to fift.en (5) day,
beyond the ~.tl of the ..,.....nt. If pay.ont is .ad8 after the Jntere.t coeputatlon date .hown on the
Hotlo., eddltionftl intere.t .Ult be o.loul.ted.
Page ___ of'_._
SAFE DEPOSIT BOX INVENTORY
---. ---~.._._. .--.----..--.. -'''TNs-TR OCflo NS" -~_._-_..._.---~---~----_._--
__ _.__...._._.......................u.._......._....._......"....._ _.... -....---~._----_..~.._~. --
---n-fCi.l" Report tolol only.
(2) Stock.. lilt In delail every common or prefe".d certiflcale, warranl or olher rlghl' found ;^ box. Stockl are
to be de.ignated by namo of company, corllllcnlo number, dato of cortlllcato, nome In which Itock I. regllterod,
and numbor of ,hore. and clan of Ilock.
(3) Obligation. of U. S. Government, Numbor of 110m., dale of IlIue, faco valuo, no mo. In which rogllterod.
(4) Band., Designute by namel amount/ serial numb<<H, or other dcuignatlon.
(5) Bank and Saving. and Loan POllbook., Stalo namo of depa.itor, numbor of book, la.t dOlO appearing in
book, name of bank and branch, and balanco.
(6) Jewelry, Coin., Stamp., Manu.crlpll, etCI lI.t and domlb. a. fully a. pOlllble.
(7) Deed., Mortgag.., Current In.urance Pallcle. or other evldenc.. of Indebtedn..., lilt and de.crlbe 01
fully 05 pOlliblo.
(8) All other contenll.
ITIM ITlM DESCRIPTION
NO. - --
J $}37.25 CHECK FROM PUTNAM INVESTMENTS DATED 4 II /96 PAYABLE TO BENJAMIN R. BEALE __
-_.--
2 $303.25 CHECK FROM DEAN WITTER REALTY INCOME LPII DATED 3/21/96 PAYABLE TO BENJAMI
R. BEALE --
f--
3 $139.17 CHECK FROM WHEAT FIRST BUTCHER SINGER DATED 3/21/96 PAYABLE TO BENJAMIN R.
BEALE
4 $ 76.36 CHECK FROM PUTNAM INVESTMENTS DATED 3/25/96 PAYABLE TO BENJAMIN R. BEALE
1-_ 5 $ 65.79 CHEOK FROM PUTNAM INVESTMENTS DATED 3/27/96 PAYABLE TO BENJAMIN R~LE-__
6 $ 64.15 CHECK FROM SMITH BARN~Y DATED 4/1/96 PAYABLE TO BENJAMIN R. BEALE
'--'
7 $ 59.53 CHECK FROM KEMPER HIGH YIELD FUND-B DATED 3/29/96 P~Y ABLE TO BEN.IAMIN.....R.......-_
BEALE --
-
8 $ 56.95 CHECK FROM DREYFUS MUNI BOND FUND DATED~/96 PAYABLE TO BENJAMIN R.
BEALE
9 $ 48.41 CHECK FROM DELAWARE GROUP DATED 3/29/96 PAYABLE TO BENJAMIN R. BEALE --
10 $ 38.10 CHECK FROM WHEAT FIRST BUTCHER SINGER DATED 3/7/96 PAYABLE TO BENJAMIN R.
-. BEALE
11 $ 13.96 CHECK FROM MERRILL LYNCH DATED 3/2B/96 PAYABLE TO BENJAMIN".j,(. BEALE
12 $ 11, 70 "''''~('1( FROM MERRILL LYNCH DATED 1/2,/Q6 PAYAB.LE TO BENJAMIN R. BEALE
13 CERTIFICATE OF TITLE FQR 1991 CHEVROLET VIN OiGIJC54G2M7177977 TIT!-E 0
44936846}01BE ISSUED 3/26/92 TO BENJAMIN R. BEALE --
14 DEED BETWEEN HARRY WELLS RYt-'.AN AND CHARLES D. RYMAN AND JEWEL H. RYMAN AND
FRANCES R. BEALE AND B. RUUOLPH BEALE FOR LOTS II !..!h 15. 16 AND l7 . TRURO, ---
BARNSTABLE COUNTY. MA.RECORDED 12/26/58 IN BOOK 1026. PAGE 26l.......h TRU.E COPY
ATTESTED 10/11/62 {,gONTINUED)
I certify under penalty of perlury that the above record I. correct and complete to the but of my knowl.dge
~t;;r?~_~J.Cf)!MJtI- I5,Ar"~ /997
Slgnaluf. OQI.
KURT R. WILLIAMS, ASSISTANT VICE PRES IllENT AND TRUST OFFICER .
P,lnt Nom. and Tltl.
L._ --
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Estlltf.l of:
Dlltf.lof Death:,
Oounty:
Benj amin RUdolph Banle
03/1.1./1997
Cumbf.lrland
50 shares Nuveen Tax Exempt Unit
Trust RR lnsd I'a Sr 142
50 sharf.ls Nuvf.lf.ln Tax Exempt Unit
Trust lnsd Pa Sr 145
100 Ilharf.ls Nuvf.len Tax Exempt Unit
Trust Insd PA Sr 147
30 shares Nuveen Tax Exempt Unit
Tr lnsd Pa Sr 49
110 shares Nuveen Tax Exempt Unit
TrInsd Pa Sr 57
Aocrued Interest
54 shares Nuveen Tax Exempt Ul\it
Tr InsdPa Sr 85
Accruf.ld Interest
33 shares Nuveen Tax Exempt PA
S.~5
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ahares Pennsylvania lnsd Muns
Income Tr Unit Series 134
Accrued Interest
10 shares Pennsylvania Insd Huns
Income Tr Unit Series 156
6 shares Pennsylvania lnsd Muns
Income Tr Unit Series 87
4 shares PennsylvanIa lnsd Muns
Income Tr Unit Series 88
Accrued Interest
" 1.1 shares Pennsylvania lnsd Muns
Income Tt Sr 93
.Accrued Interest
6 shares Pennsylvania Insd Huns
'Income Tr Unit Series 124
Accrued Interest
600 shares Putnam Managed Hun Inc
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1,141,50
7,3AO,10
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4,469.04
27.68
592.68
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11,167.31
59.73
10,066,60
4,180 :50
2,110.50
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STATUS REPO~T UNDER RULE 6.12
Name of Decedent I B ~ ~i'\A"\'" ~V.\~~I''^ ~';l\ ).,..
Date of Death. f.WtI {I~ -.3-11- q1
Will NO....dJ- ''/7-1'(?5 Admin. No. 2)--'77-0)..'/;'
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following wit.h respect to comp~et!on of
the administration of the above-captioned estate.
1. State whether adminilltration of the estate is complete:
Yes__ No X
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: n"M(l,.\ l, 7-t'irr1.'l
I
3. If the answer to No. I is Yes, state the following I
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
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 account.s may be filed with the
Cerk of the Orphans' Court and may be attached ta this report.
.....
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Address ~)
(7n) 15,'),- 2-6 '(I
Tel, No.
Capacity: . X Personal Representative
Counsel for personal
representative
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