HomeMy WebLinkAbout97-00648
---- -~- ,~---- , ' .
tji "'tl';': 1'11'11[1'1; '1: ' ',i1,,~! ' <1"1 I' ,; I ,I: " I' ",,', "/ I: 'I 'I I' '" 'I II 1:1 '1"" I,,:','.
{, ,:;>: :iii, Ii! I! ,!':II ',I il/i/II"I! i 'i/~;:llii ,li'il! ::1 'h I 'i'll! ,:1 i :::1 Ii !!I[)i/,I IIIII'/li::1 .i
'-r l'i,'I,: /111' 111/' 11!!I": '1,llld 1'1111"/111 I'"III',!",III/ 1:1"/, 'II 'I:
Iilli.., '1 ''I'' II, ,1,1, "1'1' ,,,' I I', I , , III 1'1' 1.'1" 1 I I';
~~I ii''!,I'i iill,')l";: [',I,:;, I '1'1111 1;"1'/ 11'11 I" "I' I :1111 i! I '1111" lill P, 'I I' ': I;j
,{,w ::1111'1'1:: 1111I';I',llli ::III/I'I!! Ii: I 'dldl, 11:'11' I i,,11 i:, I:':! 1111',1 III 1':li:n I ,I ' 1 :, I ::
I~" 'Iillil !:, I! III!'I' 1'1' /1,111 :'11 ,1:1',1,; 'I,ll'" III. !I 'II!; III "I' II'I!,I ,"I i '1'1: I'll "I :
.1"1 1111 I, III' I 'I ,I' 'II' , 'I" I' I 'I " 'II' " , "I'" I " I' "
r::" I I'll II. I ,: , Ii : '1111 i ~ I' II' ,II 'I II! I I I I, I I I "I I": I I. "1'111, III I i 'I II ,; ':
",'. "II II' li'I'II' 'I I'll, l'l'j I 1I1I " 'I' " I I' 'I 'I' 1,1 II" ,
i:il' II!!IIIII:I 11111i:1 illl'/1 !Il!::! j:III!I'II' II Ii III :'111" /1 i III,' I 1::/'11/ :Il iill i I :
f' 1/'/' ,I I 'III ,"I'" Ii "I' /1 I 'I I , 'I I I I III' /'11 I
r~~!' i:!i!!W! 111/' 1,1:'11' :iilli':: II 11,1,111,1 (i ,I!: ,I ;, I :~,IIII : III :: I, :,111, I:' II ::
"!", ,,11111'1'1 ,r, 'I H 'I~'I' I "J II, , II:,' I, II;, , " 1:1 I ' II:.I'III! ::
~;"JII"III ' 'II, I',j 111'd ,',II I I', II II I II" 111'1 /' I'll I, /'
~'''I' /'IIi' 1,'1 !'I'I , il:, I ,11/' 111:,11 "1'1,: I 'I '1,11111:' 1':1 II;: II:' :; L I' " ;:
~ ' ,I pili) 11'1 il: 'I il!1 'li'll '111'1'1 I" 'ii I! ,; :: I : I !"I I '11::, I I :'
;;'j !'I;I/III .'11/11 ','II'li : I 11:111!'ili!11 'I'll: 'I ,:1 11.'/1 II: I, II" ,il Iii;', I,: ;'1 I I ,,.' ::
il 111'1111", ,illl, ' 1,11"':II"iI 1111' I :',11' ,',',' I:, /11, I'" ,:
'11"1111" , "I' ", illI " I 'I ' I II" ,
~, ,1,,'11, '1'111 ': I' 'Iii' '''1'11: I 'I'll;' :1' I ;'1;' ;'; ',", " ,; ,
IIi' 1./ ' I I I" I 1111' I ", 'I II 1" " ' I ' " : " " ,
;~'.I i,I;' I:, I I' I;: I' I" i 'III "II " I'll :: " :: ' , :: " I :': I,
;~:, '11'1:1' III I I' 'I "111'11 II ' I, 1:1 i' : I, :1 I', ' "
~':Jl 'I, ~ Ii < 11'1111 JIIIII)11 :: 1"; :: :: I ~ '! '; I: ,;
11, III; I' I, !I,: I,I/,: ',:1 !,III::! I! ,:1/ ':" 'i 1",1 ': I:" ': ~:, ,1 ,)
~. IlL !IIII'I/III'; 'I ': 1111/11'lmllll [,Ii ,'II I 'I; " '; 'I ':: III ';
'leI II II I J I j! 'I J', t I I I l II
,t:'1 ,d 1'1'11'1' I11I .' I \; j'I'I' l,i',1 ~'t ,I /1: II ,I ;', ; ;, I ;, i, ;' I: ,:;
"=( Jl" !1. I ", ,I 'I I I, I II I I" I
~:; IIIII'!,I'!::III 1:~,llllil::11 Ii II ,'1'IUi :,1 :~ I ;'1 .' i: 1 ;: I ~ ;: ~I
.. , "II /I' , I ' I' " , " " " ,I "
:, ill':'III::, II' 'I ::1 j 'I ::1 ",: '" ',' , " , " "
. I" !" j! 1 'I I q j " J I
~ II '1/": II,,: '" I ':1 i", :; ': ,: ':1 ,; '; :1 / ':
;" 'I ',~" i /" ' 11' I;' ' :, I , :: , ;: I :,
-=;". [ It I I 'I ' , , "I
'.,C I "I I' ", ,'I', I.' " ", ' ' " ,
'. III :~ ."~!, I 'I II~ .~ I ~I :I~' \ oJ I~ ,\ ';
Ili /,'1 I! ; :: ;,' I ::11' I I:' ,I ':': : I:': i: I:; I, ;: I:' I;;
,'} II 'tj I:: ':,1 I :: I ,', II " I ' ::1 ., r: I:' :' :: I: ::
(II Ii ( II'; " 11:11 i I,: !i I' :' III" I:; ': :; /' ,i I:,' ': I 'i
~ II ':, I /, I'; ,I , U I ':IIII! I :' I.J I :;1/' ','1 II,ll 1,,1,1 ,: ';': ,1,:1
1! ': 1,1: ;'1111'1 1:1/ :1111 ,:1 I, , II 'I"~ 11,1:111 '1'1' II '
l\ I I" I' I ,I I I' J II" III, II' : I' 'I
'.111111:' I :, : 1 : Ii I': :'lli II : I: ;', III" ;' l::i Iii I ,'I 1/.',11 ,! I il I '! /:
'- 1,/ I", II" '11/11 ,II ,11,1 1'1 I t III' III 111'1 ' / t.
\I: I ;111, III .J I :,i I" }III:' III'.' II:: I}'!i I, 'ii W ,II" ': " ;;
!: '[lliil:I!1 ill'IIII' :'! II I' II I~ ,illll':lilll!; II ", !III' ':,II!II :: Ijll/II!'II~;II I, ,:!! ,:,:,,; 'i
\: I'!!!I!.I,:I ili'IIIIII,!lj I, ill 1'1 : !I ill ! 11/1'" ',: 1'111 : I: il:' ,II Iii j:: I ',,!I ill:! I, W':I / ',:
Ill'll",:! 1,,/"1 I I, : II "II/,ll I 111I1 ,11"'/11"11" 1111, , "
'11':11"1111 l'IIII'I,.iI' I' I II;,I'I! '1111' 1'1 I" 1/, !'II'I 1'1/11' I II:' 1," :':
I" "', ' I', II' II I III1 I 'II I II ,I I I 'I' 'I I II" "
",:,,,',, lidl,,:: "1/",, 1,'1:, ,"'I L II li,Lllllitlll', i1::! ,II:: ;:
.
"
,
,
,
,
ij
U
,
"
,
,
"
"
"
,
"
'.'
"
"
"
','{
,
,
,
"
~J
,
,
,
"
"
H
"
, !)
, '.
^ ,
" I
, "
" ,
V V
, ,
, ,
/, ^
, ,
" I
" "
" "
" "
" ,
" ,
" .
" I "
" "
I,' ,
" "
" ,
,'/ ,-,
, "
., ,
, ,
, V
" .
~ i ,,\
I "
I' "
" ,I
" "
" ,
" ,
y n
,
\"
'I
" I
, "
., ,
, ,
f ,
, f,
,
" ,
: .
'f
Ii ,
" ,
" ,
L
., "
',' Ii
'.< ,
" "
" ,
., (I
ii
,
,
, V
" ,
" ',I
, 1/
" I "
, "
>l "
"
0"
"
"
,
-.'. I
"
LAall' WILr" AND 'l'ElS'l'AMIllNT
, OF
ROnlllRT FUt,TONS'l'R1\ 'lmlt '
n~97~648
I'" ItOalnR'l' FULTON srl'lt1\'llnlt, oC MidcllesoX rVownanip (mailing'
addressl 28 cit',ole Dr.\.Ve, carlis),e, pennsylvania 1701,3), dumberland
,county, Vennsy1vanin, being of sound nnd disposJ.ng ,,,ind, memory ane'
"understnnding,. do herebY ,make, pubHsh nn'd deOl.are t.his as aM' for my
\'.jaBt ,Will. and 'l'Glst.amollt, harebyravoking and maklng void atW and all
Wills by me ,at any t.11l1e ,.heretofore modo.
1. ,I dlreot ,my I1l'1reJ.nofter I1nmed lnxoout.or.s t.o pay all of my
jl.\B~ debts alld funeral eXpensos and oll, oosts of udmil1itltration ,of my
estate, as soon after my death as may bo found oOl1vol1ient to dO so.
2. t give nnd bequoath to my horoinnfl:er namad Il'rustoes tlll~
/.\mounts set forth beloW rodu(i)qd by the proportlol1ato share of my
Illstateattributable to expanses of ndminJ.atration and ta~as payablO on
aooount of my (leath to commonwealth of pOl1nsylvania or any other
t"'xinc;l' judsdi,otlon othar than Federal IllstatG 'l'axes, i.t boi,ng my
intention that ,the \\moul1t sot forth be low to bacome the, oclrpus of the
Trust herein provided shall ~ot exoeed tho amount whioh shall in
'effeol:. bo exempt from Federal mS.taM 'rax appHoable 1:.0 my lilfltal:.e, said
am(lunt. to ,be reoeived by my hereinafter named Trustees and invesl:.ed by
them, an~ the inoome"arisJ,n9 therefrom paid at loast IInnually ,1:.0 or
for.l:.he benefit of \11Y wife, Daisy wilson Strayer, so 10n9 as she shall
llve, and upon her ,death said Trust Bhall terminate~nd I:.he prinoipal
I:.hElre9f shall pe dhtdbuted in equal. shares 1:.0 suoh of my four (,4)
ohildren as shall' survive me by a period of ninety (90) days and, be
living at I:.he date of, death of DaisY Wilson Strayer, whiohevershall'
be later r and should any ohild of mine fail to ,so sUJ;vive me and my
w:Lfa I:.hen the share suoh deoeased ohild of mine would have reoeived
shall ba, paid to suoh o,e his or her issue as shall so survive me and
mY wJh, Dahy Wilsot, Strayer r per stirpes, ,and if, there be no suoh
iSf!Ufl" then the same shall ~e added to the shares qf my other ohildren.
My four (4) ohildren are Suzanne F. ~ardy, "A" Sl:.reet, Car1is~e'
Vennsy,lvanlar Robert' F. Strayer, Jr., criswell.' orive" Carlisle,
,pennsylvania ,Riohard ,wilson Strayer, 1806 Hillorest Drive, Carli&lle,
vennsylvania, and Charles B. Sl:.raYer/ II, vtainfi.eld, VennsylV~hia,
,
a. Should my deal:.h ooour after Deoember 31, 19,84, and be"
fore January 1,. 1986, I:.he sum o'f $400 rOOD. 00. ,I
b. Should my death ooour,a fter Deoember 31, 19~5, and be"
fore January 1, 1987, I:.he sum of $500,000.00"
iO. Should my death ooour after Deoember 31, ,1986, I:.he sum
of $600,000.00.
Thts life Inoome Trust shall be held, administered and disposed
,9fasfollows I
My 'J.1rustGas sHfll1 distribute to or for the benefil:. of my
wife, DaisY wusonSl:.rayer',all of th'e income ofthh Li.fe Inoome
Trust, annually' or at more ,frequent inl:.ervals, as'maY from time to
I:.ime be deemed appropriate. or oonvenient.
Upon I:.~e rll'lat.h o~ my wife, Daisy Wll Flon Strayer, or. F "aha
has pre"deoeasedme, Idireot my said, TruSl:.ees to divide the oorpus of
said Lih Inoom!) Trust into equal shares and distribute one (1) suol\
share to eaoh of my ohildren, their heirs, and /.\ssign8, as shall sur"
vive me bya period 6f nin~ty (90) daY8rbUt should any of them fail
to so survive me then the share suoh deoeased'ohild would have re"
oeJ,yed shall be paid to suoh of his or her iflSlle as shall' li\urvive me
by a period of ninety (9P), days, per sUrpes, , but. should thera be no
su~h issue I:.hen tho shareSuoh dooeasoc1ohild of mine would have
reoeived shall lapse andba added to die remaining, shares, 'par
stirpes.
"
>
~
'~
''"--
~
~,~
'.
Page 1 of 4 Pages
~
,,~,
;rl;>
:;~
fI_ I
The lil'lsetis to pe pdc'l ,to my het'Elin!\ft.er named 'l'rustees ,fot'
r.:hs oo.t'pUl'l o/!"t.his Lille Inoome 'I'rust may bC! oush or propC!rty. t.rans';'
fert'!"c'I in kind or parttY in' cash !\nd partly in property. tI'anl!lfl';lrrC!d .in
ki.nd', but in. making any suoh clis.tribuUon ,in kina my hereinaft:.e~. named
mxecut.orl!lsh,ll Se1eQ~ assats fairly represantativ~ of appreciation or
cleprepiatipn and the value of all pr.oparty avaUalJlo.f rom dht.t'J,put!on,
in'st\l:iBfaction of. this aevhe and b~quest, '
'3., AU 'of the rost, rosJ.c1ua and remainder of .my lJlatpta, real,
peuona1 .and mixed,and whet'oBoovot' the slImo 'mlly..be sJ,tuata, I give,
.c'lsvisa OInd Dequeath to my wife, Daisy'WUBon Strayer, hot' heit:s and
assigns, DUt should she 'prQ~clocoaso mo than. in equa 1 shares to. such of
my four t4).children us shall survive me by a period ofninElty . (90)
e1t1ys,perstirpas"and shOUld any of my,four(4) chi).dren fail to so
survive me thon the ahnro suoh docot\aoc1 ohi1d would have reoeived
shll11 Pass to suoh of .hJ.s or her Issuo as ,shall. survive me by a per,Iocl
of ninet:y(90) days, , per stirpes, . anel if, ther.e bo. no suoh iSf.\ue tpsn
the same shll11 lapse and be ac1dac1to tho share or. ahares of~the other
children,
4. Any Bhare or portion of a share of any trust created here~
unde.r, or any other pr6~er~y of mine that is notdisposod of und,r an. y
other provision of this Will, shall go and be distributed to my heir~~
at!"law..
5. If my wife and I should die under such ciroumstances, that the
order of .our c1eath~ c~nnot De '~stab1ish$d by proof, it sh,ll be oon~
olusive1y pre~umed for all purposes of t~is Will that my wife survived
me. '
, 6. I direot my Elxaoutors to pay o\l.t of, the property which would
otherwise Deoome a part of t:he residuary estate, all estate, inheri~
tanoe, transfer and sucoeDBion taxeB,' ino1uding interest and penll1tieB
thereon, which may belawfu11y ~$sessed by rea Bon of my d.ath, I
hereby waive on behalf df my .estate any right to reoovli/t' any .part of
such tl\XeSr j,nterest, or penalties from any person, including any
Denefici~ry of insuranoe on my life and.nyone who may 'have reoeived
from me or from my e~tate any property which .is taxable as a part of.
my estate.
7. In' addition to' ~he powers confetra~ by laWI
hereby empol'(ered to invest any part of
investments,' o.r other property. .aB 'to
irrespective of whether the same are
of truat funds under the la.w~ of any
, ,
a. The Trustees are
mY . estate in su~h seourities,
them seem advi~ab1e,and proper,
authorized for the investment
gove~ning ju~isdiction.
D~.. With resPeot to any oorporatio~1 the stooks, bohds., or
other securitie~ ~f whioh may form part of this ~rus~f the Tr~stees
are hereby empowered I to vote in pe~son or DY proxy ~nanyBharesof
etocklto oonsent to the merger, oonso1idation or reorgan~~ation
of suohcQrporatione I .to oonsent to. the leasing, mOrtgaging or sale, of
the, property ~f. any Buch oorporations, . to make any surrender, ~X~
change.qr substitutiqn of such stooks, bonds or other se.oUr! tiesaB an
incid:ent'to the, merger, consolidation or reorganization of. sucn cor~
porationsl tapay all assessments, subscriptionB and other sumB of
money whioh the :prustees ,1~IlY deem wise and expedient fOl: the pro-
tec;ltion and maintenanoe of t.hep'J:'oportionate interest of the Trustees
insuoh corporations I to exercise any optionor privilege which may be
oonfertedupon the hoJ,derB of such stooks, bonds, .or other securities
of such oorporations either for the conversion of the same into other
seour;itieB or for the purchaseofJacldI tional aecuri ties, and to make
any anc'l all nec$ssary payments whioh may be requir.ed in' connectiqn
therewith1 andgenerll11y. to have ~nd exeroise as to allsuohs~ocks,
Donds and other securities ofwhioh this trust may at any time oon~
Bist, tpe powers of an individual cwner who is under no trust obliga~
tion.
",
Page 2 of 4 Pages
" ! ~
,.
'V'ha
f u 11(1 s,
'rUShees may held the trust corpus in one or more
i,n which 'separate sharo~ shall haVo, undividl;ld
o.
aonaolidated
interests.
" ' d. 'l'he'vrustoes may sell at public or private' sale for (;lash
or upon ore4it,cor partlY for Clash and partlY on oredit, and upon suoh
terms and donditions as tho 'rust6oa shall doom proper, any'part or
patte of the trust e$tate, and no purohase at any s.l;\lo made by the
TrusteE!IiI, ,shat1 be bound to inquire into the expedienoy or proprietyef
any suOh :'sale or to see to the application of the purchase moneys
arising therefrom.
e.
Alii they may
expedient.
The Trustees may keep on hand and uninvested such moneYIiI
deem pro~er and for such period as the Trustees may find
f. The Trulilteolil may compromise, settle or arbitrate any
olaim or demand in favor of or against the trust estate.
g. The Trustees are auth6rized in the disoharge of their
duties, to, employ 60unsel and, to determine and to pay suoh, dounsel
~eaeonable compensation whiohshall be ~harged by the Trustees adainst
the prinoipal or inoome of the trust fund, and the Trustees shall
further be entitled to oharge ,against the prinoipAl or inoome suoh
other reasonable expenses an~ oharges as may be neoessary and proper
to inour for the propel' disoharge of their duties and for the proper
management and administration of the' trust estate.
, h. In making any division of the trust property into shares
fQr the purpose of any distribution thereof direoted by the provisions,
of ,this, Residuary 'Prust/,. it shall be proPlilr for the Trustees to make
suoh division at distribution, ~ithetin oash or in kind, or partly in
'oash and partly in kindr as the Trustees shall deem most expedient,
and in' !lIaking any diviaion or distriqutionin klnd the Trustees may
allot any ap~oific 9acurity'a~ property ar Rny undivided interest
therein to anyone or ~ore of s~ch shares, and to that end may
appraise any or all of the property so to be,' allotted and the
Trl,lstees' judgment as to the propriety 'o~, suoh allotment ,and as tlo the
relative value for,purposes of distdbution of the" seourities or
property so allotted shall be final and conclUsive upon all perSons
intlilrested in this trust or in the division or di~tribution thereof.
e. I hereby nominate, oonstitute and appoint my son, Robert F.
Strayer, Jr. I, and ll'arme):'s 'rrust Company and its suocessor,s, 1 We's,t
High Street , , Carlisle, Pennsylvania, and the survivo,t' of them, as
Trust~es of the Trust hereinbefore provided and also ,as Guardians of
the estate of anypei'son enti.Hted to distribution from said rrrust,or
from my Estate who sho,uld be less than 18 years of age, in' whioh oase
said TrUstees shall as Guardians retain the amount due suoh person and
inves~the same and pay the inqome arising therefrom at ,least annually
to or for the benefit of suo.h parson and upon suoh person attaining 18
years ~f age to pay to him or her the prinoipal ~hereof together with
any undistributed inoome.
9. I hereby nominate, oonstitute and appoint my son, Robert F.
Strayer, Jr. , , and Farmer,s Trust Company IInQ its suooessorS, 1 West.
High ,street., Carlisle, pennsylvania, and the survivor df ,them, ns oo~
mxeoutors of this my Last Will and Testament, and I further direot
that neither of them shall be requlred to post any bond to seoure the
faithful performan6e of his or its duties in the commonwealth of
Pennsylvania or in any otherjurisd~ot.ion.
10. Ifu~ther direct that all per~ons serVing as mxeoutors or as
Guardians shall have all of the powers and disoretionary authority set
forth i,n p,aragraph No. 7 above.
~1. If any provision of thia Will shall b,,! unonforoeable, the
remaining proVisions shall neverthel,eas be oarded ~nto af feot.
;)
;)
r
,~
,):
~
.' "'"
c3
Page .3 of 4 Pages
-
" "
INOOMJ! DI8l:1\J"81",1S~T8
,
II'lClOM& DI8TRIBUTION8 TO IiISNqPIOIARI&8
D~lsy W.,StfllYer 9~30.97.1o 12.31:98
,
$ 22.23
3.238,24
.$ 3,268)47
"
.$ 47,239,09
I
9/22/97 sprlnl, SelVloe
Pln~noIIlITr~sl SelVloes 00" Inoome oommlsslon
Tolallnoome Dlellurllmentl
"
OOMMONWEAI. TH OP PENNelYI.VANIA :
OOUNTY OF cUMBERLAND
Ja~e F, Burke,F'resldenUOEO, ~lnanolal Trusl SelVloes Oompany, IlndRobertF, Slrayer, Jr.
~elrg' qUly sworn, depos~ and say IMllhe foregoing Aooounl, bolh as to Ihe Ilemsof ohargll and dlsoharge,
are)Usl anq Iruelo Ihll best of Ihelr knoy/ledge and belief: ' .
"""_ 'I
FINANOIAI. TRUST SERVIOES OOMPANY,
AND ROBERT F, STRAYER I JR,
OO.EXEOUTORS OBeRT F, STRAYER
I ~ ,
"
$wO~~%and f3ubsorl,lled'before me
Ihls . day of Maroh, 1999.
.#;/~A I.. ~L~
',' N'I..~I' ,
/;
.......__....-...,,-1.,-~"'-L.;.~'"_ ......,_......._..
. Nillf!ili)lnILl(- -..-
"HiIlIiIIJI"lll{'lIi!n, Nr'l:lty II\l1rJill
M. 011111'10 UOfO, GmT,11;",I'",., ,-,,- '" I
Yoo '1- .',' ;'ll"fJV
.lIlfn q(,fon Hj'I'IIlJt' II/Hi I/; ,'I)fm
Of'1bo"fII1"n8yl~RIiIR Msiicwi"," 0' ~Oi,;;iOi
..6..
\
i
I
'1
, ,
....,....(l..,~
~~mvAIM
OEPARTlotllHT 01' RlVlNUI
DlPT, 110I01
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
omcw UlfClV ,.,'
m
~
If I
," .. "" .'........"........ t.",_ "H
STRAY"
a.B,ERT If
~"r"'"
-.1; I ,"
.. "," I" i"I""~';'" .1, ",...' ','-' ." .. .....,~....' __!'OO:,_I, -.jd'.~,., ,,<''''W''I>''...,. ",", .'....1"1"'4.
1 6 5 . 1 2' 8 1 8 5 ,'Ji'! 0 : 7 1 3/1 9,9 ,7 ,}~ 1 1 ~ 1 1)19 '1 I ~ ,
. oil '" .. '...,.f'"..,..-.......,.""" _,0'<1'
~. 1 8 8 00/1 2 ~5 . 4 ' 6 0 '.'
Cl 2. $~fIIR"'m
Cl q,PMlnlnt~(""_.I"'UIl
Cl7,lltcIde,n1~'lMloTNIt_"""I""",
10,8 Olldll."....... tN1of1... ,,1011I
STRAYER, DAISY
iii t, Ottglllll R~m
Cl 4, UmIIId 1_
o O,o-IanIOIldTIt1IIIV-.;,.y"\\I!
o 9, LI1lgaIlot1 PIllCIMdIRaOaIvtd
RaOIlITIR Ol'.WlU.S
Cl 3, RtmU* AeiIm."...__I.IMII
Cl5,P"'_Tfo1lAtUn~
_ 0, TOlIINumOttol~o.,.ec..
11,BlaclIonlotMlnlI!8Io.811 ~"OI
I
17013
1, RMl IIIlIiI (SdIIduil A)
2. 81ocla111ld Boncq (llcheduil B)
3, CIooe/r Hald Co!ponI!lon,PamQllp O/~
' .
4, ~.. & NolII A~ (llcheduil 01
0, Caah, Bank~ & ~ PII1OIIIIPIOI*1Y
(8dled~iI B)
8, ,loInlly Ownad Propany (lk:I1Idula I')
7, Inlll;Vt;oe T..11Iim & MIICIIlII1IQIJI Non4>IVbIlII'Iot*tr
(ScI1edulI G 0/ L) "
S, TotIl GI'OtI AIHta (1cfII Unall.n-
9, FunotI( B.xJlOll* & Admlnilnfl'll CollI (8c:I1oduiI HI
10, 0ebtI of llecedenL ~ag. UlbIIaeI, & u.r. (ScI1IdiliII)
11, TotIl DtducUona (1cfII UneI 8' 10)
,. (1) l,:~::;,L:,):,::~:..1:;;:!,;:':,:2()' ~f? ~
(2) .\1 ! <I 7. : 4 0 ,~ 9 '0 ,7 ,"7 r1~"
':';-'Qi"I,-i~l', _"~I' ,,'l',~._, -:lFM':'li'ltW~~iit,,,,~.I;)(~,~
;:: t"l~~f"-;'" ,;~;"I\\'~..J/~'X ~
(5) ;r"t"':rt .'"-1''' ''J''ri "1~..,t"';'I'~!~:1 -u
1j)1"'i""''''~''''I.J",,~ I'" "...\t""'~II"lli"~l1~' N '
(el 'L,."..., :("\..:,, ;,~. .~}.",'L"!'''''~lLt..,ifJ \~
"IV' ..'#I, ,~- - .,qT''''r(1 I,d'~" 1T...."dtJ It.., _ "".'\~' ..m~I' _
m" :; , , . ' i '~o '0 'l.
" . "; ",~', (;;"J ~':";':! ;', "'j' I ","'''',1r7''''''
. "\~'" ,'"." , """1'/,"" '-h"""'-I,-__",.~'."'_:'-i;"!"\\ '~l~ll-"'"""'''~'' .,.Q...!....,,'..._\', -" 9.
(9) !i-!~'_ll J,.'_..~,J~..,,,.l. I ~v~q <( J"~,, ~~ t "/;';~~ :l;~~I:;; ~! ._,~ ;
'1,-,,_' I,f .' _ _':;'f
(10):. ,,' '~ 1.8 ~ 78 ,,6. ~5 2;;
.. - -.. .1 ",,", ,/". .";1.'....
(11) t :",U..l:, '
(12) '.~ , '1 7 9 '5 ,j 9' 6 i 6 fJ 1 '1 ,
(13) ,,,,,,,,,,,,,,~,..\,.",..,,.,,,,,,~.,,,,,,~,-..~",,,
, ~ ~ ' "J R' Q
(14) " ',7. 9, S", .1
1, ,,' '1';;,'lIO a .
( 0) ,'.,.,,, "',,, r,., I 'j' . lor'
,~ff;'~1~~'~1~i&U'g~~;~,tW~!11~~WfW.~ft.i~\1
(18) (~j,.\Jr'l"',"- ~?";"i.h::'!\'\'~'~"k !ll"it,~i,.~,t.J1N~.~9v.',,'~ '.
(17) ~ ,,0 0
(IS)
WMIIlIllIf.'
:D
l~
!fd
(lj !Ii
'j ,
~E t-',
,t:,,'iJ
tJi
Q,.
12. NttVlJueofl_(LilISmIr\IIILh1e 11)
13, ChlrItIbiI Ind GoveItlmIf1l1llllquIItI/Uo9t13 TIIlIlI forwtllcl1 ~ "'*" IOIIlI h.. not bean
I!IIdI (llchedull J)
14, Ntt VIJ~I8Ubjoct to Till (lJ/la 12 m.\1ua LillI!)
15, AtmllJntol 14 iI.llabla" "
Illhol!lOUlllllll... .. I, 7. .~. A,,~,,~,~ '1 -,11 .~ ,j x .0
18, ~~~,~r::'=~ft\t,~~~.....".,.. "".."'~..,
118%... .. ". 1 ~ 1. 4'.), 8 ,x
17. Amountot lint 14 taublf ,ll .'. "'.1,l~_M"I."" i" ., ',_/;,ottf,' .1:"".- E',,"" I, -,', _ '\'.'
1115%,.. x
,06
,15
, '7 8t/8 5
" 't'I....!'" "...1' ,t,; , '.t,'. ""',,' ,
)\0.1 ri'IMIWI V!',) ~r~vlm CO,
(, , ,tJi. I C,
("^gU'iLl (Ill nu /1
23'ili,t
DATU
Decedent'. Com lete Addr...:
A CIRCLK ROAD
CARLISLIl
Tu paymenta and Credltal
1, Till( Oilt (Plgll UnttSl
2, CrtdItaIP.lYfl1tnll
A, SpoU.. Povtlty Cred~
e, Prl<< ~II
C, QIICOll"\
(11
TotII Credlll (A + e + 0) (2)
3, InlnlliPtnaltl ~ tppIlctbIe
O,lnl_
e, Ptf1t1ty
. .. . . . . TotIIlnttlllVPtnllty ( 0 + B ) (3)
4, "lint 21. QllllII th." lint 1 + lint 3, ent., Iftt dlflerence, Thll I. lht OVlRPA miNT,
ChtOk boll on Pfetl Llfttltlortqlltet a rlfund (4)
5, If lint 1 +lIn.311 grealtrthan lint 2, entlltht dlffeltnCl, ThI.I, Ihe TAX DUI!. (5)
A, Bnllllht 111111II1 Qfl the Ill( dut, (SA)
8, 1lI11., thelotal of Une 5 + SA, Thllll tht BALANOe DUB. (58)
Make Cheok Pa abla to: REGISTER OF WILLS AGeNT
p\.lWIe A I BR THe PO \.OWlNO QUIIT10NI
BY PL.AOINO AN "X. IN THe APPROPRIATe BLOOKI
1, Did dllCtdent make I tnIneftr and: V'II
II ffttaln the "'.. or Income of the property transferred: ,,,.,,....,,,,,,,,,,,,,,,............."...."ll.IIIlUlfllH ~
b, r.taln the ~ghllo dellgnal. who Ihlll ule the property treneftned pr Itelneamel """"..,....,
0, retain I rev.rslonlry Int.reet! or,,,,,,,, ",,,,,,,,,,,,,,,,,.,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,..,,..,,............:."
d, I'tC8lvI Ih. proml.. for lit. of either payments, beneftts or care? ........"..""..,....11I.",,,.....,,..
2, If d.l\hocouned on or before December 12, 1982. did decedent within two yelre
prlC1ldlng death trenefer property without receiVing adequ.te coneld.re<<on? If de.\h occumKI
Ifl.r Decemb.r 12, 1982, did deced.nttreneter property within one Yllr 01 d.all1 without
receiving adeqult. con.Jd.,..tJon? ,,,,,,..t' """,,,,,, It...., "" '''''''' 't'''''''' '"'''''' ..,,,..,.. "11" '"'''''' ,... ..." 0
"3, Did d!lCld.nt own In 'In tNlt for' or pey.ble upon death b.nk aQCOunt or lecurity
<I. ~~:I:~:~~:~:~"I~di~id~~'i';~;i;;;;~'~';'~';;;~~t:'~~~~~:'~;'~j;;~;'~~~:;~;;~'i~'~;;;;;rtY?:::: B
17013
78.85
.00
.00
"7R.AS
,DO
7A All
1
o
~
72 ,S.1911S (I) ( ,1) (I) provl ed or the reduction of the till ,.te Impoeed on the net value of trane1ar8 to or for \he UII
eurvtvlng epoulllrom S% to 3% for dlt.e of death on or aft.r July 1, 199<1 .nd before Jlnuary 1, 19l1S,
72 P,S, 19118 (I) (1,1) (II) provided for the r.ductlon of the rate Impol.d on the n.t valu. of t,.nef.rs to or for the UII of the eurvivlng
epoulllrom 3% 10 0% for dltu of dOlth on or aft.r Janu.ry 1, 1998, The etatute doee not ex.mot I I,.nafer to a lurvivlng IflOUII
Irom tall, and \h. Itatutory r.qulrementl for dleclolure of al..te and flllng a tax retum ere lUll applicable ev.n If the eurvlVlnllepoull
Ie the only ben.flcllry,
POR DATSI OP DBATH ON OR APTeR JANUARV 1, 19811. Pl.... anew.r the following qUIIUon by placing In '1c" In the
apPfOpri.te epace, .
Old lI1e decadant orel" ~ truat or elmlllr Irrang.ment Whloh I. .o,,'y for the aurvlvlng apoUII'e ben.llt for hi. or hII' entlre
lifetime? Vee lil No 0 .
If you anew.red Y" to the above queetlon, th,. tax on the tNlt or Ilmller arrangem.ntle poatponed unUllh. d..th of the eacond
IPOU", at which time It will b. fully taxabl. at the r.t.(e) appllcabl. to the remainder benaflclary(l.e), Enter lite value of \hi ~ on
Schedul. J, Part II, In ord.r to ramovelt from the calculation of the tax due In \hIe Wat., You maY wleh to flit Schedule O'ln ordar to
make the electlon avallabl. under Section 9113, " the election Ie mad., \he truat or elmllar arrangement la taxed In the Wate of lha
flrst decedent epouee, the portion of the tNlt or similar arrang.ment which b.n.flt1 the eurvlvlng lpoUII la taxed at the z.ro, talC rew,
and the rem.lnd.r II tax.d at the r.tt(e) appllcabl. 10 the ramalnder banenclary(l.e), If you cheal. to make the .Iectlon. you'rnult
attach Schedul. 0 to a tlmely.flIed tax r.tum, along with Schedul.(e) K and/or M In ord.r to Ihow the apportionment of the tN-' or
Ilmllar errang.m.nt b.tween the lurvlvlng Ipoula and Ihe remalnd.r beneflclary(l.e),
15~/95-' 1/
BUREAU OF INDIVIDUAL TANES
INI<IlRITAHCf TAR DIVIaIOH
OfP!, 2aOiOl
IIARRIBIIlIlO, PA 17111"0601
OOHHONWIALTH OP PINN8YLVANIA
DIPARTHINT OP RIVINUI
c..
*'
NOTICE OF INHERITANCE TAN
AppRAISEHENT, ALLOWANCE OR OISALLOWANCE
. OF DEDUCTIONS AND ASSESSHENT .OF TAN
nv-Imu." nt.."
JANE P BURKE
PO BOX 220
CARLISLE
DATI
1l8TATI OP
DATIl OP DIlATH
PXLINUHllIR
OOUNTY
AON'
07-15-1998
STRAYER
07-111-1997
21 97-0648
CUMBERLAND
101
A.oun~ R...l H.d
, ROBERT
F
PA. 17013
HAKI OHIOK PAYASLIl ANP RIlHIT PAYHIlNT'TOI
REGISTER OF WILLS
CUMBERLAND CD COURT' HoUSE
CARLISLE, PA 170111
OUT ALONII THla I.INI .... RIlTAlN LOWIlRflORTlON POI! YOUR RIlOORDJ ~ ..
ftW; 1lii'f-I'R'.~~p.n'Fnj".RliTfoi..IWiNHIiii:.. ff~'f(6',. i~YAl!-;iISPft;i'fii.'HiNt.._~t1.1fQ~.J(6'1-b'lf-..--.._.........
, . . DI8Al.LOWANOll OP, DIDUoTION8 AND ASS.8SHINT OP TAX
lliTATIl OP STRAYER ROBERT F PIl.I NO. 21 97-0648 AON 101 DATIl 07-15-1998
,
rAN RETURN WAS I I X I ACCEpTBD AS PILED (I OHANBBD
RI81RVATXON OONOIRNINII PUTURI INTIRIST . 811 RIVIR8B
APPRAX8ID,VAI.UI OP RITURN BA81D ONI ORIGINAL RETURN
1. Ra.l I.tlt. ISohadul1 A)
I, stooke ,end Bonde (sonedula Sl
8, Cloe.l~ Hlld S~ook/Plrt"l~ehip I"~lreet ISohedule C)
4. Hor~BaUle/Hotae Raoely~la (sohldul. Dl
I. Da1h/8~ Dopoelte/Hllo, p.reonll,Property (Sohedul1 Bl
6. ~olntl~ awn.d proplrty ISohedU1I PI
7. Tranaf.r. (Soh.dull BI
e. Total A..a~a
nl
III
(II
(4)
(I)
161
(71
.00
7~D.907.21
.00
.00
NOTE I To in.ura prOPar
or.dl~ to ~our aoooun~,
.ublilt the upper porHon
of thl1 fora "l~h'your
teR p.~...nt.
182;822.40
1.314.18
.00
(Sl
895,0411.79
APPROVID DIDUOTION8 ANDIXIHPTION8,
9, PUntlral IRpene../AdI, Coata/Hho, BRpan... ISohedul. HI (9)
10, Debta/Hor~BIUI .LlIbUit1../Llan. ISoh.dul. II nO) 18,786,52
11, To~al'llIduot1one , "(11) 00,"77,118 .
18, ...~ VI1Il1 'of feR Return (121 795 .966 , 11
11, Ch.rl~lbl./GoVlrnll"tll Baque,~" Non-ello~ad 9118 Tru.t. ISoh_dul_ Jl 111) .00
14. ...~ Velll1 of Blta~. SIlb,jeo~ .~Il ".K, n41 795,966.11
NOTII If.n ...'.....nt 'WII :I...u.d pr.V:l.oU.1Y,lin.. lA, .15 .nd/or.' 16, 17 .nd 18 11:1.11
renlot figur.. t.,.t:l.noludIL th.. total Of 6lJo. rl1:urn. .......d to dlltl.
AS818SMINT OP TAXI '
1&, AlOunt of.Ll"" l'1,.t Spoue~l rate (1&) 794.651.911 M' 00.
16, A.ount of Ll~ 14 ~IR"'ll ~~ LI~lIl1Cl_.. A r.t. 1161 1.514 I 18 M .06..
17. A..ou.,t of Line 14. taR~l. at CoU.t.r.l/Cl... Br.t. (171 ,00 M'U.
1~, Prlnolpll TaR Due (181
TAX OREDIT81
PAVHBNT
DATE
- I- 9
80,291.16
,00
78.85
.00
78.85
RICBIPT
NUNBBR
DISCOUNT If I
~NTIRE8T/pEN PAID I-I
AHOUNT PAID
TOTAh,TAX ORIDIT
BALANOI OP TAX DUll
INTIRleT AND PIN.
TOTAL DUI
78.85
"DO
.21
,21
N IP PAID AFTIR DATB INDICATSO, SBE RBVER8E
FOR CALCULATION OF ADDITIDNA~ INTERE8T,
I IP TOTAL DUE 18 LB8S THAN fl, NO PAVHENT 18 RE~UIRED,
IP TOTA~ OUE 18 REPLBCTED AS A "CRlon" ICR), VOU HAV BE DUE
A RepUND, SEE ReVERSE SIDE OF THI8 FORN FOR IN8TRUCTIONS,)
".1'
_ (CAli A 'r./Wld of I 11M oredll ..~ be r'''''..led b~ o....IIUIltl .. "ApplI..II,", far Rlfuncl of Pennl~lv..lo
. Inherll.... ond 1.1.10 T""'(~Y~lllftl, Appllolllonl Ir. .vIIIObI..1 lho Offlo. of lho R.,III.r .f WIII.r
In~ of thl n fl'V",,", Dhtriot OfflM. Dr frOll thl DtP,rtMntt, '''-hoUr ."....rlttt Mrv.lOl nUiIbIr. for fOI"ll' order!ngl
In PennI~lvonll 1-'00-$61-1010, oullldo Ponnl~lvonl. ond .llhln 10..1 Horrl.buro .r.. (717) 717-1094,
TUO' (7171 771-IUI lHoorl1ltl 1....lred llfJl~l.
An~ porl~ In inl.r'"1 nol ..lIlfled With lho ..1.._1 of 11M .. I,,",," on Ihh noli.. ..~ llb$ool .llIiln
lI.tv (60) do~. of ,eoolpl of Ihlo Noll.. b~1
--.rltlon prol..1 10 Iho PA O.p.rloonl of A.V....., loor~ of Appo.Io, !lopl. 11I011, ttorrlollurg, PA 17U.-IOII,
...10011111 10 "'". lho ..I\.r doll,"I"'" .1 llUdll of lho poroOl1OI reprolOlll.U.., OR
.-_\ 10 lho Or""",.' Courl
P\IAlIOIll O!'
I!DTll:Ill
PAVIIlffT'
0...011011I1
AOHIW-
lITAATlY1!
COAAI01IOIII'
PllNALTYI
ItfTIAllIT.
To fulfill Ih. ro....lr_to Of Ioollon 114. Ib) aUho Inherit..... ond 111.11 TIM AOI, AoI II of 1"1. (71 P...
Ioollon 9UII,
00_ \I1e I"" pol'lIon of \hh Noll.. ond .-It 01\11 ~our PI-,I 10 lho Rl1lhlor of Willi prlnled on lho
rwer.. .._,
-- tw<. 0h00Ic or .....~ u,dor p..ObI. 101 RlGI8TllR Of' HILLI, ACIBHT,
OR
P..tuol Irrorl ~I.aovlr.d '"' Ihl. 1...looent lhould' be oddr'""ed In 0111111110' PA DIp.rloonl of A.v....,
lur.... of Indlvld<lol T..I.' ATTN, POll .AII..ooonl R.vl.. Unll, Depl. 110601, Horrllburo"P. 17111-0601,
Phone 17171 717-6105, ... POOl I of lho boOkl.1 "Inllr..ollonl for I~rll..o. T.. R.lurn for. A.lldenl
~I" (fIllY-nol) fur.. IMpl...llon of odolnhlroUv.l~ oorroolObI. orraro.
Tho Iii I.. ....11. non'p.rllalp.llon ponell~ II '''pUI.~ on lho 101.1 of lho t.. end Inllr..1 .....IId, ond nol
p.ld ,I/Ofuro J.....r~ 11,,1"6, lho flrol do~ .ftor Iho .nd of lho I.. ..n"l~ ""rlocl. Thll non-porllolp.llon
_It~ II _.IObI. In lho ._ .onnor ond In lho Iho ...1 ,II.. porlocl II .ou would ...po.1 lho I.. ond Inlor..t
thol hol boon ......Id II Indlo'led on Ihh noli...
Addlt-1on.l. ,~,""."h,"J. IIt.t. TIM ......ed " . r..ult of . otMnee un thl f'''r.~ IIt.t, TIM 010.1,...
lollor be_" doll",,""'1 .1 lho' ..,plroll,", of llIlI (II .onlh fr.. lho d.l. lho flnol nollo. of tho In......
In Podorol 111.11 T.. II r_Ived. .
To... ...lotI be_ dell_I ,befOro J.....r. I, "1,1 boor Inlor..1 .1 lho, roll of 11M (6~1 poro..1 por .....
o,lIoulolod .1 . doll~ rot. of .000164, All II... ,",Ioh beo_ dellnquenl '"' ur .ftor Jonuor~ I, 1911 oUI boor
Inl.roll .t . rot. "'''11 oUI vor~ fr.. ..londer .Ior to oollndor ~Ior olth lhol roll onnounood b. lho PA
Dop.rloonl of R.V...... Tho ""pIIOlbI. Inl.r'"1 r.ll. for 19'1 IhrOUGh 1999 .r.,
~ lnt,,", R.t. DIllv-lnt.rl.t hatar
X!!r Inter..t R_te Oallv Inttr,.t Flctat
1911-1991 II~ .000101
ml 9~ ,000147
1991-19'/4 7~ ,000191
1991-199. 9~ .000147
1999 r.c .000191
1111 10~ .100141
1911 III .000456
1914 II~ .000101
1911 IIX .000116
1916 1O~ .010174
1917" 9~ .000147
."Int.".., 11 OI1au..tld II foUott.,
,I~T . aALANll8 .OF TAX UNl'A1D
X "UHIBR OF OAY8'OB~I"qUBNT X DAI~Y ~B8T FAVTOR
..AtrI NoUOI blued ,U.r the tiN btoOM' deUnq\nf1t .,Ul r.fllat In lnt.r..t olloUhtlan to fift"n U&) dlv,
b.~ond thl det, of tht ......-.nt. If PIVllnt I' .ldl .ftlr thl In'.ra~t oQlPutltlon dati .hown an the
NotA_, IdcUtlonal lntarllt Ill" be aaloul.tad.