HomeMy WebLinkAbout97-00649
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~~M~~_H~~~__..__~__._..~__~._____~~"_~..
LAST WII.I. AND TESmMENT
OF
HARRV OALI<E
............................................,...-.:.;......_...""'..,_..._........"..,.......__......
I,HARRV OAI..I<e:, I rill dln~ of the OO~'"ty of, OUMEfERt..ANII, ehh of PENN13VI..VANIA, do mllkl
Ind d~clllrl tl1il to bl mY WIII,lnd f rlvokl all my prior WIIJI and Oodlclll.
FIRST' Olcllratlon Oonclrnlng
nllll. II BRAOE BEATRICE OAI.KE.
MERI.1i: DAI,KE.
SECOND' Noml nllt,1 on ~riilAppol ritmlnt of EH"cutor. I hlllreby noml nlltlllnd appol nt l3RACE
DAI..KE ~o bl my EHllcutor hlrllundllr, to ..rvll Wlthput bond. I.n thl IIVllnt my noml n"lhlll
to b.cDmll Dr It Iny tl ml cllallllll to bl thldul.y /.Ippol nhd Md /lctl nil EHI(:utor hllrlundlr,
I nomlnlltll HARRV STltVEN OAI.I<E /II EHlIcutor', 'to Illrvlwlthout bond. Inth. IVtnt HARRV
STEVEN OAI..,KIl filii. to blc~ll1t1 or lit any tI mil CIIllII to bll the dul y Ippol ntld Ind act! nil
EHllcutor htlr,under, ,I nominate DAVID MltRLE PAI..KIl IIlI EHecutor, to IlIrVI without bond. The
hrm "EHetutor" .. Ullld hlrel n Ih/lll apply rlgllr~lt.. of gendlr.
FlfI\l,IY. ,I docllr. thll~ 11m marrlld Ind that mY WIfIl'1
I hIve tWl;l ~hll dren namlll yl HARRV 8TEVltNOA~KE, DAVID
THIRD' l.lIIIt Illnell/lnd P~lner,11 EHplnll8l' POWI!-I of ,ltHllc~ltor. I dlr"ct my EHllcutor to
pay my lilt 111 nl..arid funlrlll IHpllnlllll. I Illthorl ZIl my EHllclltor to r"clllvll and r"hl n
any of my property, to 1.11, at pUblic or prlvlte.llle, Ilncumblr or leale any property
of my lltah without notlce,at ,Iuch p~lcll. Ind upon luch hrmll al hi diem. bllt, and
I'll thout thl gl vi nil of any bond, lub ,fIlCt, howllver, to luch con+! rmatl on III may. be
r'qulrlld by law, ,to hold,manalle and tlperah luch property, ~tlContlnu" tht oper.tlon of
tny bUll nlll of mY',lltah, Ilonl or ,I n plrtnlrllhlp I'll ~hotherl,for ,.uch tl m.. and In
Illch mannlr IS dllemlP advllllbl., or' to 1111 or I I qui dlte lluch bUll nellll,. Ind ',ny lluch
oplratlon, 11I11 or IlqUldl~lon llhllll bl at the rllll( of my "tIlh and wltho~ltllllblllty
Dn my Encutor fpr any Ill.... r"l\.Iltl nil 'thlrefrom' to I nVllt and rei nVllt lurpl UI mOn\'Yll
In luch Invelt.,menh .1 he deem.,ldVhlble, to dehr.mlne what II principal /lnd whllt II
Income of my I.tate ~nd to lI110cater Inp r.h.rlll to elthlr principal or Incoml anyPebh,
taHI' and eHpenllelof admlnhtratl.on.' " ,
FOURTHr 01 "pOll tl on of All' Prl3perty, EHllrcll1l af Power of Appol ntment. It I" ihy ,
Intentll3n by thll Will to dlllPOII of mYlDp/lt'lte property, It' any, .nd aho mY llhare of
the r.ommunlty property of my Wltll, BRAOfi. BfiATRIOE OAl.,KIl,. anp mYlllU. I do not I ntind
herllby to eHercill IIny power of appol ntmlnt whl ch I mlY have IIrillnll from that Tr~'llt
Agreement dllcrl bed I n Plr~grMph SI XTH.
FIFTHI DlRpolltlon of Perlonlll EUeCtl. EHeept uprovlded In .ny wrl.tten Inlltr,~tct!Clnll
to my EHllj:utor rtllllrdl nil the dhpoll tI on of perlonll eUectl, I III ve/ll1Y I nterlli; I mlY
h~ve In .11 plrllonal automob.l1l1, cl~thlnll, 'jlwelry, china, 111 vet", bookl, plchlr,,1 Ind
other wortll of art, hl:lLlllehClld furniture aod furnlllhlngll IInd III .othllr lteml o.f damllt!c,
hDulehDI d or plrllon/ll ~II. to my wlte, If Ihe ILlrvl Val me. If my wlte fill 11 to 10
lurvlvll me, I IlIYIl, ILlch proper~y,tl:l the Trulltel af that Trullt, Agrlllment dllcrlblld In"
Paragraph SlXTH. The blqueltl, mllde by thlll par/lgr.ph Ih.11 be free and cll.r of I,tatt
.nd Inherl tancel tIlH III , whleh I dlreet my EHftel\~Or t,o charge .g'l nit the rltll dUI of my
IIItate.' ..
SIKTHI DIIPOlllt/on of Rul dUll of Elhtll,
(j) All tha rut, ru/dlla Ind rllmllnd.r of my Ilhh, ~oth ,real Ind p'rlonal /lnd of
whlttv.r kind /lnd wh,ravar Iltuated, Inc:ludlnll III of my laparlt, prop,rty, HanY, .nd
my Ihlra of 'th, COmmuni ty propltrty of my I'll fe IlInd my.,1 f, I III VIt, d.vl I" Ind baquI.th to
th. I ndl vi dUll Dr blnk thlln lilt I no .. Trulh. UMllr thllt cllrhl n Trullt Agrllem.nt '
dill gn.hd III HARRY CAKE TRUST, Ill'gn'd Illlr Illr t.h III day Ilnd. bear Ing thll 11m. dllh II
thll Will, of which my wlf. Ind I .rl thl Oo-Trultbrll Ilnd th. PO-TrUlt..., to bll
tombln.d With th. Dthllr IlIl1ts of thll trult Ilnd held, Idmlnht,rlld Ind d/lltrlbuhd I.. I
plrt of th.t trult, Iltcardl ng to thll terml thllrllof .nd Iny /lmlendm.nt,1 mldll to.1t prl ar
ta my d..th, It II my Intlnt, If It b. permltlllb1ft. nat ta cr'llh II IIp.rlt. trult by
thll Will IInd nat. ta lIubjllct HARRY DAKE ,tRUST or the proptrty Iddld ta It by thlll '
Subpar.grlph (j) to thl ,jurlldl ctlan t1f tilt prob'hcaurt. ShoUI d 1 bll the Survl vi nil ,
Spaulle, II dlfj nlld Ily IUth Agrlllment, th. dlltrl but! ani Llndllr thl. Paragr.ph SI XTH Ih.1I
11. to thll TRUST only,
(2) If far any ralllon thl dhpolltlan I nSUbparagrllph (I) Is nat opll.ratl VII or II
Invalid, or If thl trullt rlftrrld to In Subparllgrlph (I) filii or hil bllln rlvokld, thin
'I give thl! rut, rlllldul Ind rlml/ndlr of my IIhtlt, InclLld/ng my Iharl! of our community
property, to thl Indlvldull or bank which would h.vI be In Trult'll Of'lluch trult hlld Iueh
trult betn Opllrltlvl, v'lld Ind Unrl!voked It my dllllth, to be ,held, Idmlnllhred Ind
dhtrlbuted undlr the termll IInd condltlanlof HARRY DAKE TRUST"llgnld IIrlhr thll day'
Ilnd blllr/ng thl Ilmll d.tl III th/l Will, which trUlt II Incorparat,d herein by referencI.
,
(3) Anythl ng 1111 hllrltl.n ta thll ,contrllry notwlthlhndl ng, IIhaul d liInY part I onaf'lIuth
trullt bit term/nabl. upon my death, thll dllllpollltlon madll In thlll Paragraph SI~TH IIhall ba'
madll dl ritct1 y tp the bllntH thrill for Wham thl outrl ght dltltrl butl an frpm thl trult '
IIhall bll madll, and thlt rllmalndtr which will remllln In tuchtrutt, If IIny, IIhllll PIIIII
Into luch trullt und.r the pravll/anll of Parllgraph SI XTH( I) pr (2), IIIl the C~1lI mllY bll'
(4) Sh~uld the Trulhe of thlt trLllt delcrlbed In Pllragrllph SIXTH/II and (2) tthet not
to PlY any or all of ,thlllltah, gift pr Inheritance hHell fram ILlth trult, then, to tha
eHhnt thlY arlt not 10 paid, 1111 hHIB IIIv/ltd by thtt United S;at,,, or any ltate,
dlltrlct, terrltary or palleal/on therttaf upon or becaUl1 pfllny property plllll/ng undlr
thh 1'1111 or IIny. Codl cll thttrlta or ~y rlllllPnaf any tranlfar. or gl ft mllde by "1e durl ng
my II fat I me or at mY dllllth, or whl ch may be Impalllld by rellBan. .of my death, or the
acquhlt.l an of property by .ny perlan upon. my duth by IUl=Cltlll on, Inheritance,
lurvlvorlhlp or pihllrwl.e, Ih.11 be paid put af ihll relldue of my IIltllte all In eHpen.1I
of adml nhtrllt! an. My EHlcutor 1.1 lIutharlzltd ta accept any dlltrl butl ahl from the
Trushl of th.t trult dltlcrl bltd In Parllgraph SIXTH / I) or (2) far PLlrpolle of .Iuch
p lIyment ,
SEVENTH' Omlthd Hltlra, .1'1111 bantlllh, EHCltpt III athllrwlu IIpeclfled In thll 1'1111'1 I
hllvlt I ntentl onall y and with HIli knaWledgll amlttltd ta provl dll far my hili rl It t~e tI ml
of my duth, If any bttnllflc:lllry under.thlB 1'1111 or heir at law of minI orpllrlan
claiming through any of them ahall cantelt or othlrwllll'challenQe the Validity af th/l
Will or athcl( any of Ita provllllonl ar the trult dIBcrlbed In Parllgrllph SIXTH hlrltin,
dlrlctly or Indlrlctly. any Ihare or ,Interlllt ,In my ellhh given to llLICh Pllrlan undlr
thll Will II herlby rltvakltd, and luch Ihllre or lnterelt Ihllll bl dlltrlbuted In the .ame
manner prpVlded here.l n III If IUeh pllrton had predllc811111d Mil.
EIGHTHI Partial Invlllldlty, Should any part, claLIIIII, provlllan or condition of thh
1'1111 be hel d to btt vol d. InVIII.I d or I naperat! ve,thlln I dl rect thllt luch, I nVIIII dity
Ihlll I not aHect any other prpvlll an hllrllaf, whl ch Ihllll btt eHectl ve 1\1 thaLlgh Iuch
Invlllld provlllanl had "~t bttlt" made.
... .
1$- - I 9',r ._~t,;..
REV.1500
INHERITANCE TAX R~TURN
RESIDENT DECEDENT ,12 1
11M! ~
N"''''''il'''~ '
COMMOI~~VW1Jl1A
DlPlRHiUNI OF RaVIIHU!
PIPI,IIOlQI
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D A L K E H 1\ RR Y
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DATIl 0fI tlfrtH
0,.7 12 6 11 9 9 .7 0 4 12 3 '1 9 2 0
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8 .0 3 5 .7 RBGlaTlR OP WILLS
DALKE / GRAOE B.
~ \. Original Ratuin
o 4, LlmKed SllIIlu
OO,pGCudenl Died Tallala ~hC;jl'~WiI]
o 9.L aUon PIOOMdI AtoelYed
s. BERNE SMITH/ ESQ.
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'19
107 N. 24th street
camp Hill, PA 1.7011M3602
(1) None'
(2), None'
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2, e~ and eondll8d1edUle 8)
, ~,O~aly HIId corporaUon,p,rtnIlIhlp 01 8ole.Prop!\IlOfIhlp
4, I14I~a9e. & Notel RaoeIv,bII (Ild1I<IUle 0)'
5, Ollh, Bank Oepoalll & MlIOdIneoua p~1 Plllpll\'f
IBehedute E)
e, JolnUy OWned Plllpe!1y (Bchedule P)
7, 1~ler.v1vOa Tlllnlflll, & MiIOUlianaoue Non.PiUb.la Plllpe!1y
ISchadule G 01 L)
8, ,1011I1 GrOll AI" (tollll L11lllI107)
9,Fu~arul B_penm & Adm"'lIlr1~ 0QI1I (8ched~H) (e)
10, OUblll of Oaceda~l, ~l9a Ltebllllltt, & Llenl (lld1I<Iul/ll) (101
None'
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6; 3 ,.0
2 6-.3 1
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2 2
5 0
(11)
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1 0 0 ,8 0 3
None I
(14) 1 0 0 ,6 0 3 . 3 0
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(16) , o . 0 0
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12, Nt! V.lu. of Sllat. (Lk,. 6 rnlnllt LIlli 11)
p, Oharllable and Govemmenllllllequta\ll8eO 0113 TrUlla lor wtllcl1 an aIeoUon to liIlI hal not been
hlade (SchedUle~)'
14, NIt V.lu, 8ubjeolto,Tu (~Ine 11 mlnul Line 13)
IH;!Ountollna 14 \ax,bIt ' . 1 0 0 8 0 3
1llhIllpclUI.lliIlI ralll " ,
Sot InllNctlonl on I~ aide for applloable pelQalllllge
16, Amounl6f Une14 liIlIabll .'
116%rala ,I
II, Amount of 1111I 14 liIlIabl/l
1116'1\lala
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.~M~~~._~~.__~.._~_~".~___NM_".~.-~
LAST WILL ANDTI8TAHlNT
OF
HARAY DAl.KE
_____"______.____.W______W~_~~~--M~
"
I,HARRV DALKE, I r..ld.nt of th. County of c~"RLAND, St.t. pf PENNSVLVANIA, dp ..k'
Ind d.c:hrl thl. to b' tny' Will, Ind I r.vok. .11 ",y prior Will. .nd CPelIc:"',
FIRST' DlIChr.Uon ConC:ltf'nlno P',llIIIIY. I d.c:llr. th.t I .lII "'Irrl'll,nd thlt MY wif."
nUl I. MACE IIATRICEDAl.KI' I hlv, twel c:hlldr.n nlHly' HAMV STIVlN DAlJ(E, DAVID
I1IiR\.E DAlKE. '
81CCJN1)I' NcltlII nlU an Ind Appol ntlllent Qf 1111.c:utor. I hlr.by rioill n.t. .nd .ppllI nt MACa
DALKE to b. lIlY EII.c:ut,ar hlr,undtr, ,tQ ..rv. wlthQUt bllhd. In th','Vtnt IV, nOlln.. fill.
tQ b.c:CllIlI or .tlny tI" c:..... to b. th. dulYIflPlllnttd .nd Ic:tino EIItte:utor h",.undllf',
I nOlllln.tl HARRY STEVlN DALKE I', EII,c:utar, to .wry. ~Ithout bond. In th. Ivent HARRV
STEVlN DAl.KI hU'" tll bllClItMl or .t any tiMe c:.....'tll b. tl11 duly 'PPlllntld .nd lIc:tlno
ElIlICutor hltf'lundtr, I n,aln.tl DAVID MERLE DAl.KIt .. Itll.c:utorl to .lrvI without band. Th.
ttrl MElIlC:Utor~ I' ulldhtr.ln .h.ll .pplyrlQlrdl... o,f oend.r. .
THIRD' I...t II In....nd Fun.r.1 ElIpln,lt., POWII'" of EII.c:utor. I dlr.c:t lilY EIItte:utor to
PlY lIly'I..t IUn..' Ind fun.r'll 'lIp.n'''~ I .uthorh. lilY EII.c:utor tel r.c:.lv, .nd,r.t.ln
.ny of IY prtlptrty, to 1111, It public: m- priV.t. '111, enc:u~'r or, I.... Iny prtlperty
of IY ..tlt. without notlC:', It .uc:h p"Ic:,. 'nd upon.ueh t.rlll. .,h. d....b..t. Ind
",Ithll\.lt the olvlno tlf any bond, .ubjllCt, hOWtvlr, to .uc:h c:onHrllltlan " ..y b,
rtqulrtd by II"" to hold, "'In.o' .nd op.r.t. .uc:h property, to c:antlnu' thl aptr.tlon of
.nybu.lnl.. of tny ..t.t., .Ionl or in ,plrtntr.hlp with oth.r', far, .uc:h tl... IIhd In
.uc:h .Inn.r .. d....d Idyi'lbl', or to ...1 or Ilquidlt. .uc:h bu.in..', .nd any,tIlC:h
tlp",ltion, .11. or Ilquld,tlan .hall b. at thl rl'k of .y ..t.t. .nd Wlth~t li.bllity
em .y EH.cutor far,llny 10.... r".ultino th",.fr..' to InvlIIt .nd,.rllnvllt .urplu'IllDn'Y'
in .uc:h Inv..tllnt... h. d.... .dvl.,bl" to d.t"r,aih' whit i. prlnc:ipal IndWhlt'l.
incotU of "'Y lltat. .nd'to al1oC:ltl, Ind c:hlr\1' tQ .Ith.r princ:IP.1 or, inc_ any d.bt.,
t.lI11 Ind 'IIP,",". crl Idahihtrltill'" .
F~THIDI'pll.iUon of AI,I prap.rty' EII.rc:itl of POWIr of AppointMnt. It I. .y
int.ntianby tM. Will to ditpo.. of ",y,.,plrlt. proplrty, If any, IInd 111.0 lilY' .hlr" of
th. cClMUnlty prtlp.rt.y of .y wlf., l3RACE IIATRICI DALKE" IndlllYlllh I dl! not In\lnd
htr.by to, .lItrc:I., any p_rtlf appolnt!lllnt whic:h I .IY hlYlari.Ino fra that TrU.t
A\1rl...nt d..c:rlb.d In Plrlorlph SIXTH.
FIFTH' DI'PQ.itlQfl Ilf ,Plr.emll IH,c:h. IIIc:tpt.. prQvldld In Iny writt.n In.truc;t$ClIlI
tOIlY EII'f:utar r.o.rdln\1 thl ditpO'Won of p",.onll .H.et., I olv' any Int",..t I .ay
hlvl Inlll1 plr.onll luto_IIIt, clothino, j....lry' c:hina, .UVtr, bllllk', plcturlll Ind
oth.r work. of Irt, hllU.tho)d furn1tur. Ind furnilhino' and III oth.r Itl.' of dOMlltic:,
hClU,"ho)d c:lr ptr.anll Uti to MY wHII, If .h. .urylvlll.. If MY wlfl flU' to'1l '
lurv1Y. 11II, I \11 VII .uc:h prop.rty tll the Tru.t.. of thlt Tru.t A\1r.lMIntlil.c:r1b.d ,ln
ParlorlPh SIXTH.. Thl blClUlllt. inld. bv thi. plraorlPh .hll1 b.. frll and C:~,..r of "tat.
.nd Inh.r1tancI taM'I, wh1c:h I d1r.ct MY alllClutar to char\1' '\1aln.t the rll.idu. of .y
..t.t.. '
SIXTHI Dllpo.ltlon of R..ldu. of Iltltl.
III All th.'r..t, r..ldu. .nd r'M.lnd.r of my ..t.t., bath r'll Ind p.r.onll Ind of
whlt.vtr kind .nd wh.r.v.r Iltu.t.d, Including .11 of MY ..p.rlt. prop.rty, If Iny, .nd
,y .h.r. of th. c~nlty proptrty of MY wlf. .nd my..lf, I glv., d.vl.. .nd b.qu..th to
th. Indlvldu.1 or bank then Ictlng .1 Tru.t.. undtr th.t c.rt.ln Tru.t Agr....nt
d..lon.t.d .. HARRY DAKI TRUST, .Ign.d ..rll.r thl. d.y .nd b.arlng the .... d.t. ..
thi. Will, of whi ch my wlf. .nd I .r. th. Co"Tru.tor. .nd the Co"Tru.tu., to b.
cOlbin.d with the oth.r ....t. of th. tru.t and h.ld, adMini.t.red .nd dl.tribut.d .. .
p.rt of th.t tru.t, accornlng to the ~.rm. th.r.of Ind Iny a..ndment. ..d. ta It prior
to .y d..th. It I. my int.nt, If It b. ptrmi..lbl., not to cr..t. I ..p.r.t. trult by
thi. Will .nd not to ,ubj.ct HARRY DAKI TRUST or th. prop.rty .dd.d to it by thi.
Subp.r.or.ph III to th. jurl.dlctlon of th. prab.tl caurt. Shauld I b. th. SurViving
SpOUI., .1 d.fin.d by .uch Agr"M.nt, th. dl.trlbutlon. und'r thi. Parlgr.ph SIXTH .n.11
b. to th. TRUST only.
(21 If far .ny r.llon the dllpa.ltlon In Subp.rlgr.ph III II not op.rltlv. or I.
Inv.lld, or If th. trult r.f.rr.d to In Subplr.grlph III f.ll1 or hll bttn r.vaktd, then
I giVe the rllt, rllldu. .nd- r...lnd.r af MY lltate,. Includlnll illY .h.r. of our cOHlInlty
prop.rty, to th. Indlvldu.1 or b.nk which would h.v, bun Trult.. of luch tru.t hid .uch
tru.t b..n ~p.r.tlv" v'lld .nd unr.vok.d .t my d..th, to b. h.ld, .d.lnl.t.r.d .nd
dl.trlbut.d und.r the t.rll .nd condltlan. of HARRY DAKE TRUST, .Ign.d ..rlltr thl. dlY
.nd b..rlng th. .... d.t. .. thl. Will, which tru.t I. Incorpar.t.d h.r.ln by r.ftr.nc..
(31 Anythlno .1.. h.reln to th. contr.ry notwlth.t.ndlng, .hould .ny partlan of .uch
trult b. t.r.ln.bl. upon my d..th, th. dl.po.ltlon ..d. In thl. Par.gr.ph SIXTH .h.11 b.
M.d. dlr.ctly to the b.n.flcl.rl.. far whom thl outright dlltrlbutlon frOM th. tru.t
.hall b.M.d., Ind the r.m.lndtr which will r.Mlln in .uch tru.t, if .ny, .h.11 p",
into .uch tru.t undtr th. provl.lon. of P.ragr.ph SIXTH III or (2), I' the c... m.y b..
, ,
141 Should the Tru.t.. of th.t tru.t d..crlb.d In Par.gr.ph SIXTH III Ind 121 .I.ct not
to p.y .ny 0" .11 of th.lltat., gift or Inh.ritanc. taM" frOll .uch tru.t, thin, to the
'Mt.nt th.y .r. not .0 p'ld, .11 t.M.' I.vl.d by th. Unit.d st.t.. or Iny .t.t.,
di.trlct, t.rrltory or po.....lon thtr.of upon or b.c.u.. af any prop.rty p...lng undtr
thl. Will or Iny Codicil th.r.to or by r'I'on of Iny trln.f.r or gift Mid. by .. during
IY lif.tl~ or It MY d..th, or which m.y b. IMPa..d by r...an of .y d.lthe or the
.cqullltlon of proplrty by .ny p.r.an upon my d..th by .ucc...lon, Inh.rlt.nc.,
.urvlvor.hlp or ath.rwl.., Ih.11 b. p.ld aut of the r'lldu. of illY ..tlt. .. .n .Mp.nll
of .dllni.tr.Uon. ' l1y EM.cutor II luthorh.d to ICC.pt Iny dl.trlbuUon. fro. the
Trultl' of th.t trult d.lcrlb.d In P.r.gr.ph SIXTH II) or 121 far purpol' of .uch
P'YMnt.
SEVENTHl OMltt.d Heir., Will Cont..tl. EMt.pt.. oth.rWII. tp.Clfl.d In thl. Will, I
h.v. Int.ntlon.lly and with full knawl.dgl QMltt.d to provld. for IY h.lr. .t th. till
of my d.lth. If 'nY b.n.flcllry undtr thl. Will or h.lr .t I.w of IlIln. or ptrlan
cl.illng through Iny of th.1lI .h.11 cont..t or oth.rwll. ch.ll.ng' th. vllldlty of thl.
Will or .tt.ck Iny of It. pravl.ion. or th. tru.t d..crib.d In P.r.grlph SIXTH h.r.ln,
dlr.ctly or Indlr.ctly, .ny .h.r. or Inttr..t In my ..t.t. glv.n to .uch ptr.on und.r
thi. Will i. h.r.by r,voktd, and .uch .h.r. or Int.r..t Ih.11 b. dl.trlbut.d In the ....
..nn.r provld.d htr.ln .. If .uch p.r.on h.d pr.d.c....d ~.
EIBHTHI P.rtlal Invalidity. Should .ny p.rt, clau.., provl.lan or condition of thl.
Will b. h.ld to b. void, Invalid or Inap.r.Uv., th.n I dlr.ct,thit .uch Inv.lldlty
.h.11 not .ff,ct .ny oth.r provl.lon h.r.of, which Ih.11 b. .ff.ctIV. .1 though IUch
Inv.lld provlllon. h.d not b..n llI.d..
n
ABSTRACT OP TRUST ABREEHKNT
THIB AGREIUlIlNT i,' 1n'~1 .nd Ir;tlr.d into on MAiLR.:ar.:-:..M' ,'9.!1. is/ b,.twltn HMll, Y DAl;.KI ~nd
BAACE IIATRICE DALKE, 01 thl County 01 CUHDlRLAHD, St.tl 01 PiNNsYLVANIA" hlrlln
dlliVn.t.d " Co-Tru.tar.' and HARRY DALKB .nd BRACE 81AT~ICE DALKE, 01 thl County of
CUH8IftLRNDI St.t. 01 PINNSYLVANIA, hlrlin dl.ign.tld .. CORTru.t.... Th. n... 01 th.
tru.t II ,HARRY DALKE TUT, d.tld APril II, 1994,
IT IB A8R1!ED BETWEEN TMB PARTIES HERETO AS FOLLOWSI
I. D..cripUon 01 Tru.t! Thl p.rUtI h.r.to d."ir. to conUrlll the IIhblilh...nt of ·
rlvoc.bll tru.t on April II, 1994, and .llIlndMlltl th.rlta, 10r the b.nlUt 01 CO,-Tru.tar.
CI. hu.blnd .nd wU.I.nd containing, 'llIong oth.r., the fallowinll pravl.ionlil '
2. Initi.1 Ca-Tru.t.... Th. hu.b.nd .nd wi1. II'" d..illn.tld .. Co-Tru.t..., to ..rV,
until the d..th, r..ign.tion or incaMPlt.ncl of ani 01 th'III, .nd th. r.lII.ining
Co-Tru.t.. .h.1l conUnul to .ct .. .01. Tru.tll. ' ' ,
3. Buc:cII.or Tru.tt... Upon'rlMOv.1 of ,Iith.r hu.b.nd ."d wH. I' COMTru.t..., thl
.ucc"'Or Tru.t.. i. d..ivn.tld .. HARRY STBVlN DALKE. Upon the 1".10'1.1 01 thl r.taininll
TUTOR, the IIcond Co-Tru.tt. DAVID I'ERLE DALKE II n'llI.d ., th. .UCC.llor. Upon th.
1"..0'1.1 01 .Ither H.rrv st.v.n or D.vld 11tr1. th.ir SpOUII' or living childrln '1'" n...d
.. 'UCClllOI"'.
4. POWlr to Alt.r Bucc...ion of Tru.t.II, Aftlr thld,lth of lith.r Co-Tru.tor, th.
.urviving Co-Tr\J.tor .h.1I h.vI fullpoWlr .nd .uthori,tv to .It.r th. ,uccII.i,an of
tru.t... bV writt.n De.ivn.tlon of succ..,or Tru.t..C.1 1il.d with th. thin .cting
Tru.t... '
15. Tru.t Held for Surviving BpoUII Upon D..th of . Co-Tru.tcir. Upon the dllth of lith.r
Co-Tru.tor, thl tru.tlltat. r'M.in. in tru.t for thl b.n.1it of t,hl 8urvivinv SpOUIt,
with ..id Surviving Bpou.lr.t.ininv thl unli.it.d right to 'MIld, r.vok. or t.rlnln.t.
thl Inti r. tru.t, rltai ni ng th. ri ght to In unli mi t.d llnOUnt of i nCOln1 Ind pri nci p.I,
.nd r.taininv . IIlneral pow.r of ~pointlll.nt 0'1'1" th. .ntir. tru.t ..t.t. which can b.
.H.rclud bV Ilf.UII trln.f.r or bV WII,I or writttn In.truMlnt filld with thl Tru.ttl
prior to d..th.
6. Tru.t.... Powerl. Th. CaRTru.tll., Ill" thl .uCCII.ar Tru.t.., .hall h.vl the pMr
and .uthorlty to m.n.v. .nd control th. tru.t prop.rty in .uch lII.nnlr .. thl Tru.tl. or
IUCCII.or Tru.tl' III'V d..1n advi..bl., and thlV .hall hav., .nJov and 'M.rcl.. all power.
Ind rivht. 0'1'1" and conc.rninv prop.rtv .nd th. proclld. th.r.af I' 1ullV .nd ''PIV ..
though the Cn-Tru.t... wlr. ,th. .b.olut. .nd unqu'1111.d own.r. of, ...., Including, bU~
not lilnltld to, the 10110wlnV1
Cll POWIr to "an'1I1 Tru.t Prop.rtv. Th. pOWlr to gr.nt, 'Mchano., I....~ ..11 .nd
conv.V 1"..1 .nd p.r.on'l prop.rtv,'
Cbl POWIr to Borrow. Thl paWlr to borrow lnonlV .nd to Obllv.t"thl tru.t ..t.t. bV
lIIortg.V', dlld 01 tru.t,' pl.dV' or oth.rwllI'
Cel POWlr to Invllt. Thl paw.r to invllt in, cOlllllOdlti.. of .v.rv n.turt, c~q,;.t."" ""
obligation. of Iv.rv kind, prlcillu. m.tal. .uch .. voId or .ilv.r, .tack."":Pt~!r~dIW\,,
eOlllMOn. to buy .tack', bond', call1llloditi.. and .ilnillr invI.tllltnt. on llI.rS('b~ ~h'r
IlvlraOld .ccount., ,to opln, op.r.t, Ind lIl.intlin I .Icuritl.. broktrlO' Itcdunt,whtr.in
.ny .,euriti,. mav b' bought Indlor .old on Inlroin, Ind to hvpothlc.t., Qtrow uP'n,
purcha.. and/or ..11 wMIIUng IltCuriUII In luch Iccount I' thl Tru.h, aV,d".1II .
Ippropriatt or u..1ul, 'MC.pt to the 'Mtlnt that .uch lnanlO.Mnt would c.~~'jt.,'
includibil!ty of any irr,voeabl, tru.t in th, ..tatw 01 a Tru.tt.. " -: '. f
-" .
Pall I :2 ...
(d) Power to lllltllatl. To plr10rlll Qr to dlhllatl to any truat.. or nlln~tru.t.. .ny
non-dllcreticmary power, IncH'dlng thl power to IlnllUhrly Dr' Jo~ntly opln, C.lOIl' or
tranlflr any tYPI Qf bank Itcount and lavinlla and lain aaaQciation .~count, ailln checka,
dr.ftl, withdrawal .lipI or othlr docuMlntl, givI i~.truction. far thl rlceipt or
delivlry Qf .Icuritil. or ather property, givI in.tructlon. far the paY.lnt or the
recllpt of manlY Ind, .Inoularly or with athlra, have accI.a to .ny ..fl dlpo.it bo" or
othlr placl contalninll prop.rty of thl. tru,t.
7. DI.trlbutian aftlr D.ath of Bath Co~Tru.torl. FQllowlnll thl de.th of bath
Co-Trultor., thl tru.t continue. or II dl.trlbutld In whale or In p.rt for the benlflt
of othlr n.llIld b.nlUchrlll .ccordlng to the tlrll" of the trult. .
B. Chlcklnll..nd Blvinll' Accountl. WhOe bath CQMTru.tor. are lI'ving and cllllfletent,
IMcept when. corporatl Trultee II acting hlrlundlr, lither COMTru.tor ..y add ~ey tp
IIr withdraw manlY from Iny IIvlnOI or checkino .ccllunt owned by the tru.t in .ny
fin.ncl.l in.tltutlon without the .pproval IIf the Tru.tee or IIth.r CQ-Tru.tllr, prQvld.d,
hOWlv.r, th.t thl Qwner.hlp of thl fund' .h.ll r...ln thl .... Ind thl Ca~Tru.tor .ddlno
or rllOvlno .ueh fund. .hlll Olin nil additlon.l owner.hip intereat th.rlln thin w.a
prellnt prlllr to the withdrlwal frOM IIr addition to thl tru.t .ccount.
9. SIp.ratl .nd COMMunity Property. All prop.rty d..lonitld in thl dllcuMent. of title
II "BPW hi rlbuttably prllu.ed to b. IIp.r.te prllplrty of tht\iU.b.nd, "BPW. i.
rttlutt.bly prlluMd to bl thl .Iplr.tl proplrty of thl Wifl, .nd "CP. i. rlbuttably
prllulld to bt cOlMlunity proptrty. If no I.thrl .rt Iddtd, owntr.Mp .h.U bl II
r.fllcttd an thl bookl and rlcardl of tht COMTru.torl.
10. Chlr.ct.r of All Prllplrty Ewc.pt ~oint Ttnlncy Proplrty Unchlnlltd Upon Tr.n.flr to
Tru.t. All proplrty tran.f.rrtd Into the tru.t which had .n orlgln.l .aurcI ..
coaMUnity property .h.ll rll.ln cll~unity proplrty .nd .11 proplrty which had .n
original .aurcI I' .Iplrlt. prop'rty .hlll rll.ln .Iplr.tt property of thl contributlno
.paull, unlll' othtr provlllon Ihll1 hive bun lII.de thlrlfor, IMclpt th.t Joint tln.ncy
proplrty tran.flrred Intothl trult .h.ll bl conv.rtld to COMMunity property upon
tr.n.fer Into thl tru.t.
II. Rt.1 and P.raon.l Prop.rty, All plr.on.l property tr.n'flrred Into.thl tru.t ,hill
r.lllaln ptr.an.l property Ind .11 rl.l prap.rty tran.flrr.d Into the tru.t .h.l1 rl.aln
rill prop.rty.
12. Power oVlr Community Property. until th. d.ath of the flr.t Co-Tru.tor, no Tru.t..
.h.ll hlv, iny mare eMtlnllv. powlr ov.r co..unlty prop.rty th.n would .hu.band or wife
undlr the law. of the Stat. of PIlNNBVL,VANIA.
13. Tru.t.... Power to Trln'fer A..et., Unl... ath.rwl.. Indlc.t.d to . pro.p.ctlv.
tr.n.f.rll, the Tru.tll hll full power to tr.n.flr ....t. hlld In thl n..1 of th. tru.t,
.nd .ub.equent tr.n'flr"I,lh.ll b. Intltl.dto r.ly upon .uch tr.n.f.r., pravld.d th.
chain of tltl. II not othlrwl.. d.flcl.nt.
14. 130vlrnlng \'.1'1. Tnll tru.t .n.11 bl govlrnld by the hwe of the Statt of
pENNSV\.YANIA. '"
115. Sp.ndthrift Provllion. Thl. tru.tcpntalnl i 'Plndthrif~ provi.ion. ,,/~,:,'\\' ,'\ / "".
16. Tru.t Agr.,mlnt to Bov,rn. Thl 1.1.' of thh Ab.tract of Tru.t AIIrllt" nt I. f~r,
conveni.ncI only, Ind the Tru.t Aorelmlnt i. .ollly controlling a. to pr vi.ion. ~d
Int.rpr.t.tlon., .nd any conflict bltw.ln thl. Ab.tract .nd thl Tru_t All ~~Int _h.ll b.
dlcldltll In favor of th_ Tru.t Agrlllll.nt.',',.
,'1 "
"" '
n I _ IONO ANP WARRANT - Ind, 10 co,p
aOAVIl
ALL,8lAII LIOAL SUPPLY CaRl'
lala AACIlIT, PIlILAaILPIlIA, PA 18101
..1bumrlt((.~W'."
THAT
III
BOWARD P. OAS~ and JOV A. CASE,
(h.r./nafter O(1I1A(/ tlLH Oblltor )
THB HARRY DALKE TRUST
h,ld and flrmlll bound Imlo
t~yg~~<<g~~~~1!~~~~~~~_1~:~!!~~~~-~~~-~~~~:!~-~!~~~_!~~~~~~~_~~~_~~L~~~
/awful mOIlHI/ of the /lnttol/ .~t/l/,PH "f ,4/11.or/o/l, t(. /.A Ilald tu tllH ~ald O/JIltee , i tl Dert/IIII
.fICor,../" Nuoo."ur~ or ,4'HllnH I to 1/11110/1 Im"mftllt fI.ollllnt/ trill" to Iln madn, 1111
bind /Ind. obUtn their 1I"r~, NlieuuturN,.fdlllln,IHtrll/or~ or ,4ull/ll,and AI'AP/I of thAin, Julnt/II
and A,uArll/ll/, /Irmlll /II/ thAHH WMnlltH,
8,al.1I wltll theirSeol ,/Jatod tll' dau 01 May III thH I/ear ulour Lord
one thou~anrl IIIIIOhlllld"d and ninetYMfour
Ma., IUfCl,,,MU&ln att 'hi. pltU!Jc\Up,\ I. .nth I That II the abovH-bound.n
(;tu)or . their II./PI, NIIAOu.lur~, .fdmlluH/,rlltureur ,fIB/1M. dr anu 01 th.m, ~/lall and do wall
and trulu pau, lIP oallNn tu IIH 'pa/rll/n-/U tll~ ah""Nlamocl 0111/1'" its o.rtaln ,fttorn'I/,
SuoomorA or ,f~'/tn', tilt JII~/, HIlIII of One Hundred Seven Thousand and 00/100
( $107,000.00) _u___MMuMM'_MMMuM__M_-_M-u-_u";M--IIl/ufll/l/lun'l/ a'llfor.~alcl,
" ,
1. Obligor will also pay to. Obligee the amount of 1/13th of taxes and
insuranoe with eaoh mpnthly payment.
Then will be a 2%prepayrnentpenalty if paid in full within aeven (7)
year. from this date.
There will be no prepayment penalty for partial pre-payment.
There will be no prepayment penalty if both Obligee. are deoeased .
regardleSS ,~f it is within the first seVen (7) years or not.
.
Monthly payments in the amount of (I MM., 4~ to begin .June 6, .\994,
and. continuing on the sixth day of ~h with the final payment
due May 6, 2024.
.
tot~tll~r wltlllllt.rnNt t/lerHIIII, IJIIuabln monthly at the rat. 01 seven per onllt.
Ilnr allnllm Iwltllout allU fralltl /lr flll'lIlPr r/t'/rIUI (1/11/ Nhall/lrurlllno '0 /,IID Nald Obl/tM ,IIN ,ljuuo~HHurN
or ,f~HllnH, 011 or I.eforn tile /lrHI dal/ uf January , of no 011 uml n,..rI/I/HtII', rpl'HllltH lar all
tallel, Inllllioll.ol OH~'IHHmMIIN ur pl,oriM of tll~ ourrell/ uear aHuHud IIflUII tll. Inol'ttutn.l WelnIH"HI
and alHo frolll I/me t/I tIme, alltl%ll limeN, UIIIII flaumellt ol.uld prl/lolpol ~IIIIl,/or /-IIH kMplllt of
tile Imlldlllt
II.reln melltloned /IINUrHcI atallld lo~~ or damota /ill
lire fur tllO benellt of tlln Obl/te. III tlluum of one Hundred Seven Thousand and 00 110
( $107, 000.00) MUM _ _ ___ -- -- ---u--dollaPl' tll.n tha aboue Oblltal/on to be ,'aid, or nlHI'
to bv olld ,..."alll ill 11111 fornn (mil IJI't~tn" l'~"'IIlb,bt hOl/lever, alld It IN flerollu exprHulU atrend,
t . ,_ ....1....1....1 ".. '"~,......t n. I1fnM~nlrl fn, I,hf'
(haralllaftar o(llI~d tl16 ()/JII,CJr
TH~ HARRY DALKE TRUST
((~\"g'f~gg'O ~06'81 !'~~~ ~~I!':~ M l :'';. :h.!}!'!!: ~(M ~~~ M ~~~~:~~ M ~~':::~~ M !~e~~ ~~~ ~ ~~~ - ~~ ~ ~ ~ ~
la'llful mon~1I of tho (l1I/tnd Slnl," III ,1mnrlnll, tll "0 111I111 10 tll~ ~Illd Olllllnr ,itB nrrtlllll
.fttom'/I, SUOd.uur~ or ,ful,nH.. III II'/,IIIIIIIIIlIlIlnlll ",nlllllld IrIIllI tn M marin, 1111
bind /lnd (lbll,r their '''I~r, KA!6IJuturH,.1ltl/llnIHtralor~ or .1ul'M,and r"~rll of thrm, /11111111/
IInd ~.vrru/lll, Ilrm/u III/ IhflHr (lrn~flntH,
8.al.d wltll their,~O(j1 ,Vot,,1 /lIn doll III May 1/1 th~ /I'O~ vf our I,ord
on. tholMUllrf lllno'llIl/Idrod olld ninety-four
MI" lutcr,\~Ui~", I1till'. I1laUeRthm ,. ...dt. Thai .If III' abov~.bound'lI
-Otll)or , the ir l'alr., KII~nu ,1m, .1dmIIlIH/,rl.lorH ur ,f"I~II~, Jr allU of Ih.m, ~llallllnd do woll
a/lll trulIJ Ilal/, ur OallHO lull~ palrl 1111-/0 III' ulllll'~"lUmnd ()IIIII~n, i tB oorlalll .fllorll'/I.
8uoooUOrH or .4HHt,"" /II' /IIH/, HIIIII of One Hundred Seven Tpouaand and 00/100.
( $107,000.00) M _MM.__M._ _M_ - ~ M.MMM_.MM- _.MMM.__ -- M-Iowflll mUII~/J aH IIforuold,
1. Obligor will allo pay to Obligee the amount of l/lZth of ta~el and
inluranoe with each monthly payment.
There will be a 2' prepayment penalty if paid in full within Beven (7)
years from thiB date.
3. There will be no prepayment penalty for partial preMpayment.
There will be no prepayment penalty if both ObligeeB are decealed
regardleBB if it iB within the firBt Beven (7) yearB or not,
Monthly paymentl in the amount of $ ~".47_ to begin June 6, 1994,
and continuing on the sixth day Of,~h ~,ith the final payment
due May 6, 2024. , . .
to,.III.r with IIItoroHt tharaulI, II(f/lIl~I~ mont\lly lit tho rolo 01 lIeven p.r orlll,
p~r IInllum /Wlthollt IInll Irolltl or IIIrlllrr Ilrllll//1I1111 Hhll/l Ilrudllno to tho Hald Obll,r~ ,It~ ,~Uoo.HHurH
or 04ul'"H, Oil or II~forn /lln /IrR/, IloU' uf January , 0/ flooh 0/111 ~vorllll~or, rro~IIltH lor tI/I
tOIlON, 1/IIIIIIolflUl ONH6HRmfllll~ or rllurtflH 0/ the ourrrllt /Joor tlNHONud IIpOIl the morl,alrd wemIHrH,'
and alao Irom- tlm~ to tlm., and 1111111 tlm'H, 111I1/1 IIOUmollt III Huld prlllolllol Hllm, far t11~ ka.pln, 11/
tho bulldln,
, . h.r.ln mOllllon~d InHuroelololnd lo~~ or doma,o bU
/lro fur Iho bono/lt 0/ Iha Oblltea In, Iho ,um 0/ One Hundred Seven ThouBand and 00/100
( $107,000.00 ) MM_M"M___M"._MM."-dolll!~'L'th.n tllo obovo Obl/llollo11 to bovolel, or alHII
to bo 0/111 remollllll fnl/ /oroo tllldvlrtllo, '''I1'&do,o, hOUIOV.t, olld It IH herab/lollpreulll lI11r.ntt,
thqt II0t all" Ilmr dofoll/I, ~1It111 be modo III II.. paIJmonl 01 prlnolplll or Inlareal o~ alorONold for tlln
Hplloe 0/ fifteen (15) IItllI~ of tor all/l pOllmont th.rool Hhllll /011 11'10, or In HIIOh prod'''tloll
to tI.o ~old Obllllre " It, SUllVORHorr or .4~"II/II, (J/I ur I,a/llrell\. /I"Ht dou 01 January · 11/
roo" 111/1/ n/lrrl/ IIror, 0/ ~IIO" r~o.lfJIH lur HIIolI la,TOR, m'l/Ilolpol a..o"moIlIH or ohor,r. of the ollrrelll
I/eur IIIJlm /110 IlromluH lIIorlllalled, or III 1110 ,"Ollll.lIonn. 01 HI"TlIII,uralloo/ Ihen and III HII,oh OIlH~
1110 wllolo prl'lolpaltlrbt %rtHolll, HIIOII, 1111/10 Opt/O'I of Iho Hold Obllte. ,It, 8uooouor. or .4..I,nH,
hnlWlIlt tlUe olltl ptl/lahln IIII/IIHdla/ol/l1 alld pOllmdht 0/ ~ald prlllolpol,.'lm a/lll olllMorod IIIorallll,
1/11I/1, ,IIV ell/oro~d alltl recU/leml at U/loo. 0111/1111"" 1I0rolll OOlltolll,(1 10 t11~ oOlllrarIJ notwlllldandlllll,
~"h l'uulh'h f""th,,,, Ilow.v.r, and It I. 1I0robll ellprout" allrood, th~t II at 0."/1 limo 11m.
altar, bl/ r,o'UII, 01(//111 tI.foJIt 1/1 pOllmonl, either 01 Hold prlllolpol.UIII at mlltrlrllll, or ol,ald Int.r'Ht,
.or /11 Ilrodllo.'/ulI of ,old r.nelpl~ lor tllllll, mUlllolpara"oulII",tN or ohar,u,wltlllll t/IO time ~pool/lod,
or III 1110 mtllntel/alloe u/ lllO/I/llauranoo, tI writ 01 EIr~OI,llon I, prop,rl/lllllud IIpon /110 ,'"d""ont
ublalll~d 1I/10Il/II/M OlJllttltlo/l, or /III virtu. 01/110 Warrollt 0/ ,4110maIJ horoto ottoo/IOd, or tI mort,a,~
10r.oluNllrr pro/II"I/II' I. I,rupnlll III~tltlll,tI 111'''" II" 'InOl)/llPUlIl/lllt IlIIlrlllllro 0/ ,Morlllllll' all
alloml'll'N <'OIlI/lIIH..lolI lar <'ol/eollnll, 1'/..,' f i va I/n oallt,,"lall b, l/ouo/1/e, o/Id HllolI b~ roool/~r~tI
In otlllllflJ/llu all fJrllll'lpal ollllll/Iorol/ Ihel/ "1111, IIH~I"e. "IJI" 11/ 'lilt, olltl 01/ altp.n.e, of atrrollllt
H" tIl, ii, R II ra" "",
ltJ..../95:..S,
BURHAU OF INDIVIDUAL TAKHI
INHERIT4HCE TAK DIVIIIOH
De'IT j U0601
1~~IRaURo, PA 1111a-0601
OOHHONNIA~TH OF PINNSVLVANIA
DIPARTHINT OF RIVINUI
c...
*'
HOTlca OF INHHRITANCH TAK
APPRAIIHRHNT/ ALLOWANCE OR DIIALLOWANCE
OF DHDUCTIOH6 AND AIIEIIR~NT OF TAX
..v....,..'" Ut.."
S BERNE SMITH ESQ
107 N 2JTH ST
CAMP HI~~ PA 17011
DATI
ISTATI OF
DATI OF 1I1ATH
1'11.1 NUHIIR
OOUNTV
AON
06"16"98
DALKE
07-26-97
21 97"0649
CUMBERLAND
101
Aoount RHl ~~,; ,
HARRV
I
MAKE OHIOK PAVABLI AND RIHIT PAVHINT TOI,
REGISTER OF WILLS
CUMBERLAND CO ,COURT HOUSE
CARLIS~E, PA 17015
OUT AI.ONQ THZ8 I.XNI .. RITAIN 1.0Nli~ORTXON POR VOUR RIOORDI 04
"W:!lW.I'l(.A~'"rD.,:nn~llffai..6'-niilillYf i5'1-YAll.'A'jI'.ftAYiillli;lr.-.At1."6..~1l61.b1l'----"...~._-_._--
DI8ALI.OWANOI OP Di OTIONs ANb A81118HINT OP TAX'
ISTATI OF DALKE HARRV FI~I NO. 21 97-0649 AON 101 DATI 06-18-98
TAX RETUIIH WAIl I X) ACCIPTHD AB FUID I I CHANOID
IIR A 0 ODOR Q T R I IRIS - 8 I RIVIRII
APPRAI81D VAl. I I' RITURN A81D ONI ORleINAI. RETURN
1. R..l eltltl C8ohedul. AI
a. ItOOkI end Bondi C8ohIdul. B)
a. Clo..l~ Hold Itook/Plrtnerlhlp Int.r.lt llonedull CI
4. Hort_"/Hot.~ RIO.lYlbl. Clonedul. D)
I. C.lh/.1nk Depolltl/Hllo. P.rlonel PrOPlrt~ (80he~1. B)
6. Jolntl~ owned PrDPIrt~ C&ohedul. P)
7. Tronlflrl C8ohedu1. D)
I, Totel AI..tl
(1)
(I)
lal
C41
CI'
161
17)
.00
.00
.00
.00
44,849.,47
.00
63J026.~1
II)
HOTII To lnlur. propor
orlldH to ~our 100ount,
aubIIH the ....""r porUon
of thla foro .,lth ~our
, t.~ pI~..nt.
107,878,78
APPROVID DIDUOTIONS AND IXIHPTION8,
" funer.l l~pan"I/AdI. COlt1/R110. E~plnR" C80hedul. H) I"
10. IIIbta/HortDolII LllblUU.I/LI.nl Cloheclllll XI (10' SG. 00
11. Tatol lIttduOUonl C 11) 7 . n 7:> , 68
Ie. Net V.llH1 of To~ R.turn (12) 100,8G:5.50
la, Ch.rltllbl./DoVlrno.ntll "que.tl' Non-Il.oted 'Ill TrUltl Clohedul. J) CIa) ,00
14. Net VollH1 of l.tet"lub.l.ot to T.s 114' 100,80:5.80
NOTI, 11.n ........nt W..i..u.d prlViDUlly, lin.. 14, 11 .nd/Dr 16, 17 .nd 18 will
refl.at 1i,ur.~ th.t inDlud. thl .tDt'l Df ~ r,~urnl .......dta d.t..
A88188HINT OP TAXI .
11. ARIOUnt of Ll~ 14.t apou..l rote Ill) 100,80:5.:50 X ,00. ' ,(10
16. ARIOUnt of Ll~ 14 t.slbl. It Llneel/Cla.. A r.t. 1161 .00 W' 06. .00
17. AlOunt of Lilli 14 tl~lbl. .t CoU.t.rII/Clo.. B r.t. 1171 .00 K .18. ,00
18, Prinolpol T.s,Duo UII ,00
TAX ORIDIT81
PAYHIHT
DATI'
7.022,48
. RICIXPT
",,"IIR
DISCOUNT <<+ I
IHTIRBST/PIN PAID 1-'
AHOUNT PAID
rOTAL TAX ORIDIT
BA~ANOI OF TAX DUE
INTIRIST AND PIN.
TOTAL DUI
,00
,00
,GO
.GO
. IF PAID AfTIRDATH INDICATID, IEH RIVBRIE
FOR CALCULATION OF ADDIT'ONAL INTERIIT,
I IP TCTAL DUB II LEBI TlIAN t1, NO PAY"INT II RlllUIRED.
IF TOTAL DUB XI RBFLECTED AS A "CRBDIT" ICR', YOU RAY II DUH
A RBrUHD, SEE RHVERSE IIPE OF THIS FOR" FCR INITRUCTIONI,)
,\
- t:~
'0 ~ nL);
.'11 N l .
jl~ ~~'~ Q,. l
~ I
I
r-
..-
(iI' ~
l\11 ~~
. . ~'J)
lu ~
a:
RKIIRYATIQMl a.I.I.' of dooodOnl. dyl", on or bo.or. noo...,r II, 1"1 -- I. -"v .ulur. lnl.r,'1 In lho .'1.1. i' Ir.....rred
, In po.....lon or ..10_1 10 el... . 100U.I.r.l) _f1oi.rl.. o. lho doo_1 all.r lho '1<I'Ir.\1on o. ..v ..101. .or
I"a or .or v.or., .Iho _.'Ih horollV ..pr...lv ro.orv.. lho rillll 10 """..i.. ond ...... Iron..or Inhorll_ T.....
al 11IO 1,.lul 01.., 110011.t.rall r.l. on onv .uoh .ulur. Inl.r..I,
PAYltIHT I
To ..1If1ll1llO r"",lr_t. o. ,"'Uon at~O 01 lho,l"",rlt-. ond hl.l. To.. Aol. Aol at o/l99a, 171 P,"
MOtion 91~a), ,. '
" ,
not"" Ih' tClll pUrUon o. Ihll tlOUoo ond ,ulloll wllh your P'VOO!1t 10 iho ROIIII.r o. WUII prlnled on tho ..v.r.. .lil..
"HO'" ~ or ....V ordor p.v"'" to, llllOllTBI OP MILLB, AGBNT '
pURPOIlI lII'
HOTlea I
RK'IIHD (ellll A r.!\Ind o. . I....rodlt"wh\.h w.. not roquo,tod on 'i,.. T.. R.lurn. ooV bo r.quo.t... bV o""",.tI", On "Al>f>llo,Uon
.or ,."und o. Ponn'VIV"" l"",rll"" ond a.t.l. T.'" (RaY'ISIS). AP,lloatl... .r. .v.llobl.,,1 t.ho 0..10.
, o.,t~,OII.t.r o. Will', onY 0' tho IS R.v.... II.trlot 0..10.', or bv o.llln, lho opt.I,1 1,'hoUr
..twOrl", ..rvlo, nu>bOr. 'or for.. ordorl",' In ,oOn'VIV..I. l.aoo.sal"OIO. out.ldo Penn'VIVonl. ond
WIthin 100.1 HorrlohUrt ,roo (717) 7a7-'0,0, TOIl (7171 771-1111 III..rll11l 1"".lrod onIVI.
OIJlOTIOHtI AnV p.rlv In int.r..1 nol ..tl..led wllh Ih. ""pr.I.....I. .llow.nG' ur dl.allo...., .1 dodUOtlon" or .........1
of t.. llnolUdl111l dl..aUnt orlnl.r..I) .. .hUWn on Ihl. Hotlo. ...1 obl.ol within .1.lv 10.1 doVe o. r.o.l,t 0/
\hI. HoII.. bVI
AliHIH
I"RATIYI, " . '
QIRAIOTloHtl 'ootool .rror.'dl...v.red ..Ihl. ....._t .hould ho oddr.,.ed In wrltlnl I., n~ nop.rloont of R'vonuo.
aur... o. IndIvidual T..... ATTH, pu.1 A...._I R.vl.w Unit. c,pl, la,"I. Horrl.bur,. PA 111Ia.0..1
Phono (111) 717-.'0,.'100 POI' I 0' lhObo~I.1 "In.lruotl... lor lohOrll.... T" R.lurn .ur. ..,llOnt
PoD_I"IREY'I'OI) for on '1<I'looollon 0' odolnl.lr.llv.lv oorr.ololll. .rror.,
IIRCOIIHTl' If..V II. duo. It p.ld wllhln thr.. (II .oIoneI.r ...,Ih. .1I.r lho doo.IOnI'. do.III' . f1v' pOr.""1 lQXI dlooOUl1t o.
tho t.. p.ld It .UOIiod, '
Tho Ux to. .....lv.""".p.rt.I.IP.tlon pO!\.IIV I. .....ul... on lho totol of lho t.. ond Ihl.t..1 .......d. ond pol
p.ld ""'0" Jonuorv la. 199.. 1M llrel U'V .lIor lho .nd o. lho I.. .....O\v p.rlod, Thlo """.parU.lp'lIon '
_Itv I. """,.hbll In tho ..... ~.....r ond In lho lho .... II.. period .. vou MOIlI~,,,,,,,,,.1 lho to. ind Inlor.,t
thol hOt ~ ~.....otI ., Indl..totl .. Ihl. notllO,
Intor..t to .horOod ....111I111111 wllh' /lrel d.vol dollnquonoV. .r nlho 191..nlh. ond ono III dl.\I .ro' tho dol. ..
...th, 1.'lho dOt. of p,v..nl, T.".. ~I.h boo'" dOllnqaont bo'O~' ,Jonuorv I. 19" boor Inl.r..t .t tho r~I' ./
.IM UXI""r.",1 ""r ...... "1.UI.t.d .1 ., d.Uv t.t. o. .090101, ,All t.... IIIII.h bo....d.ll~1 un ond,.It'r
J,"".rv I, 19a1 wlll'boOr Inl,r.,I.1 0 r.I' Mhl'h will v,rv frIO ..I....r ~..r to ..I.nd.r vo.r wll~ Ih.1 r.t~
"""""""'" bv thO PA lIoP~rl..nl qf R~Vonuo, Tho II1pu....I. Inlor..t rot.. for 1961 IhroUllll 19,a or."
--wrl.t," pfot..t t. tho PA CoP.rtoonl of R.yonuolao.rd ..AppOal" Oopt. lalall. ",rrllbUrO. PA 1111"1011,
.,.I..llun to hov, tho ",It.r doter.lnod at audll of lho oo".unl o. lhO ""reOOlI roor'IOI1lallvO/ OR
"oppool to tho Orphon" Court,
OR
Ft!HAL\"I,
Im.RUT I
llIt Intarlithatl OMl1v Int.r~.t F.otor XJIr
Inter". M.t,
p.l1V tnt.r..t paotor
191" zax ,I00IMa
19U I'X ,eo"st
1910 IIX ,aOOIOI
19"" \IX ,aOOSl'
1916 lOX ,000111
"lnl.r..1 I. ..1.ul.I'" a' 'Ollow"
INT.-BIT. BALANUS Of TAM U"P~ID M NUKBBR OP OAYI DBLINQUBNT X DAILY,INTBIBlT FActDI
..Anv Hollr~lo..... .It,r lho la. boo.... dollnquonl will r./I..I "" Inl.r..1 ooloullll.., 10 .lft..n (161 d.V.
bovoncl. thO d.I.,ol tho ....._1, If p.vo.nl'l. .ed' al\.r Ih. Intor..1 .....~I.II.n d.l. 'holll1 on lho
Holl.., ~lllon.1 Inl.r.,1 ,u'l bo o.IOUI.totl.
1961
19aa'lfYl
1"1
1991-1994
1"'-'991
9X
\IX
9X
7~ '
'X
.000101
, .000101
,000107
,000191
,,".000101