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Home My WebLink About97-00753 PETITION FOR PROBATE and GRANT OF LETTERS No. al- (j'f'7- '753 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Estate of JOHN A. NOVACK a/so klloll'lI as _Deceased. Social Security No. 140-12-6121 The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and the Executor named in the last will of the above decedent, dated May 12, 1993 and codicil(s) dated [none). Gertrude M. Novack, named as primary Executrix in said Will, predeceased decedent herein on April 14, 1997. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at One LongsdorfWay, Carlisle, South Middleton Township Decedent, then 84 years of age, died September 9, 1997, at Cumberland Crossings Retirement Center, Carlisle, PA. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in pa.) AIi personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: (none) WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant ofletters testamentary thereon. $ unestimated $ $ $ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Swom to or affirmed and subscribed ~ 'fYJ. f/,m/71 ~ before me this 11 th day of hn M. Novack SEPTEMBER ,19. 97 .j" I I. ' :tq- . T,EWIS TIll" i" III lcrtih. th,\! Ib,' lldllllll.IIP\l\ hell' l~I\\'ll \~ I tll.ll Rq.,I"Il.lI.' l'lw orii;lll.d \ l'r"(I,r!(, \\rl\ 1,(, 101\\ . d 1,'\ lh "'\'I,.,l llllt\\ Iii 'lIl' 111.11 lh.. '''1,\1\' \ 1;.1. 1.:..\ \, i \ll~, 01;' :d' J.:.ll'l duly till'll with I'l '!ll.lIlellt tiling. 11ll:;lS 11Ikd [II ()t!1 I", WARNING: It is illegal 10 duplicate this copy by photo,;tal or photograph. 4430590 !'"'''''''' ' ...,~.~.\.W Of p~~>., i.\\~^ '. {"* .:. l"" ,J'F', /:,g >ll''- '/.\ :"'~-~.~:. ~ 5' :fl i:~,' . . , ~ * ,P ,'.tII~'. .-' * l . "'- ..~- .>,i/ \~. ....~...'" . "'.f ~'r'" '."'" !MfN1 ~\ ~",/ .,~~~!:~~~~ ,'" ~ ~:~~~-t~~ 1 L,' 1"1 1111'>' ,'111(1\11'. lilt "d P 1)1'1",' --,---~--_.- [l.lI,' --~-~._-'_._,.__. :-;(, ..,o~ ,&.3"" 2:81 COMMONWEALTH OF PEUNSYlVANIA . OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH .. .Cl('l'.~"""'" .]oh:"'. A . :';o'/ac}~ ,. ~1 ~f"'f ''ll ..",..8(" ~OOAlSEcun,r'''u'''9E'' 140 - 12 ~AI(O'OU-T""'G'<:':\.',-' ,,,,ilt , IlltHT "'" '" 6121 .. Sr;fn:; n: ..UIEO'O(Cl!)E"T.F......."..".., U""OE""U.~ ...."""'. 0... U"OE"10.I'F ...,.". \"'........ 8L~T..vv.Cl'C""."" >..,.,-"I",""Jf"C"'."~'" pL,aC(rl6Dl'-.T..,r."...."'.......~.._...."..-,.....,..._.."" ..OSPITAl ,j!~ - ,$e<<'..,'...... 84 .. Coal Twp. PA , . rAC'lrT'< ".Ul'"..,..........,.". .,..~......,,\O'V"....' 'ol\ol,.....'l-.J ~lItO"I\oI,.."' '-, .;l.i Cum'cerland k. ~L"DQr 9US,"ESS/I..O\.JS1AV C.cG~')"(~. I'W'-!lO(CEO(Nl(~UII" USA.A"'COfonCE!l1 "'t~ ....0 12. " 110 slfl.renn~vl v",n in "'A""TA~STAl"US''''''''''' "'........,....,......-.... ~""!Sl><'CM ,..WidcMed F\Al:EA............',.,..ft,i\I.OCt..W-..." ,~M III. White SulMV,NC; SPOUSE: ,~....~""'.,...."........, . COU"TYOf Of..A1'.. .. ot:CEOOl'T'SUSU.lOCCUPAl""OIi 'r;-;.,,~::~~~~:i Lieutenant c=oronel U. S. Amy II' liD OEC1Of.i'll'5....IlINO.OOAnSI'>I'~ C...'..,.... Sta.. t4lC~ 1 Longsdorf Way Carlisle, PA 17013 " '&T..E"'S......E'r,..u~l.j'" "John Novack ',,'on.....,..J~~E,1M:....,Novack uVHOOQf'oosPOSltlOli 8uN'~ C,.....IO'OO ".......lIltO",SI...OO 0I_~.t,' Of;CEOE..T'S ACTU"'-l HS'OEIiCE ISH"""":"'"'" <>"Olt'.....::.L 11d,O ::=.='" ,~- Curr,herlanc\ .1tICOO...... "" --. -.. .....""'"p, 11.,lZ......,"""--.. " South Middleton - "'OIl'(A'SNU'E.f."...~..._!M"""ftl Lillie Heitzrran " ,..'OIlU..NT'SU..'ll"OAoonCsSLStt.....,C"',....".....5llo..I,pC"""'1 ..5508 Atlee Place; sprinfield, VA 22151 PUCEOf' o<sPOsmoli....... oIC_.'Y.C,....aI~ lOCATlO" .CoI'yiTawtl. SI...,.IOOCO<>> OIOll>a'Plac. 2lc[\rlington National C€mete NA/,OE.o.NOAOOAESSOFFACIUT'I' l1C Thiin Brothers llCEi'ls-t"U"'IIEA Id. Arlington, Virginia ... JS. 11.''''"'' E"'..'...doH....,"'.......OOCCI'\PI'C.,......*"'<:"CO""""'~I"..\" Dor>ol."'."h.""""OIL1ytr1Q,.UCh..C.''''ac...,..''"~IO'YA''..".''''''"OI'''"~'...... l"Gnfyoe.-UuM"".""- 'AATII'OI""'9'"i\caJ1l~~"""'''''tlUl ""''"''''It\Q'''.....~~'7'"'''..Pl\ATI \: OUE TOIOAASAW,$EQUENCCOOl W'E"EAUTOI'S'lfiNOING5 "'ANNERO~ OEAfH A;IlJl..081EPAlQflTO CQl,lPlE1"lOlit:YC"'-U5E ...,"'.. B'""""" -<~ 0 OIOUJH' Ace""'" 0 P.ft"....,ft........."ft [J _0 ~ ""'~ 0 COuIdP'<ltDoo~..""',n"" 0 o.nor ,,..URt ,...."'..0.".."1 TIUEOf' ,,..uRV '/iJuRt AT ""O"~1 DESC~'IlE I'Ot't'\/olJtJRtOCCuA"EO I'M 0 NOD ". . PV>CEQr'IIJUn1.AI""""'.'''':-''''''''"c:lOf'l.ol!lc' bu,l,)nq.'C,$tAO'.'" ,~ '" ClI.tI"l",Ct.o' on.".., .ClllllfYlllO l>HtS!CI.N IPI'f"'C"" ~...''''''''Q C.u" ~ ~...,. ~.... jO<<"'" t<'.",,-.oo ~., <"'''''<',''''.., .,~ .'" ,"I "~~,,..O<! ,.,.., lJ' tOItoe_IO,,,,,."""IIO~,,,,,,,,oc.u"Mld""'om...u..w.,,,,....ft,,,,'''''alMl " "AOIiOl.l'lCIIlG.NOC!IlTI1V'ItG'H'SIC'.Ii'Pf.,...:""to"",,")""'rc:"'l~n''''''<l<''..,"'Q'ur..h.....",..,,", TOI"'_OI""."""1o<I91.OU'"""CU''Ml.llIo.",,,..U,.,'nclOIa<..lftd<lU''O'''...u.."I.ncl",."".,..".t" .WEDICALU...MIHERICOAOi'lER On''''bUI.Ot...m'ft'lI"n.nd.'OI'n...'Hillll''ft.'ft''''OP'ft,on.dfllhOCcUII.d.l,h.Um..d.,...nd\ll.u.,nddu.,ol".COllultl.nd nI...".,..."l"! '" .. "EG'!oTn""SSIG"'lun~U~.HIl(RR ".'l:'... "... _ ~ \-l ~\..-= bM..tJ,w9J o I() \"\C\, " , 'i: .2/- 19'1 '"7 - 0'153- :' I:' .', 'i ", ,I:,. i,:li !I:i ;jl: I i; .i ';' i ::ii: il:t. I,:, .i; , ii!i ::-;'c~ '- " :.' :}'It' :' "I:.: 'J !.1: ii:l;ili; "~: 1 : : I.: : i, '; i ill! 1: /. i i : i.'!". ;IIi,:11 :111[';i 1;~J' II .:: i: i 1:-;1 ;','!!i','il :!I ",'1 ;_~:i::':ill:' ::': ::ii';1 :.)1 : j; '! r:' i;/ 't': iJ 1'1, '::: tv! ;':U : 'I! I i,l' . !u ',',' :;fl ' "I I; ~.:\, ,10 H ! i !' i!!! , " ',i :',:i 11,:1' Ii _'iii' ...;:: .1 ::[1 ,,; :[1 'j. i. .j:i ,,'i I'.; . Ii w , !ii jll; '!j!: ,i;:: l' " ., ",:1 '!. :i. .!i. ::1: ': ': i:: i: .Li :t ii ", wl1ll\7918.b.wll ,nl93-,1m LAST WILL AND TESTAMENT I, JOHN A. NOVACK, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all fonner Wills or Codicils by me made. 1. I give, devise and bequeath all of my estate to my Trustee under a certain inter vivos Trust Agreement heretofore created this date, known as the "John A. Novack and Gertrude M. Novack Revocable Living Trust," naming myself and my wife, GERTRUDE M. NOVACK, as Trustees, my son, JOHN M. NOVACK, as alternate Trustee, my son, mOMAS A. NOVACK, as second alternate Trustee, and FARMERS TRUST COMPANY, Carlisle, Pennsylvania, as third alternate Trustee, to have and to hold, in Trust, for the uses and purposes and subject to the tenns and provisions thereof. 2. I hereby direct that all estate, inheritance, succession and other taxes imposed or payable by reason on my death, together with interest and penalties thereon, if any, with respect to all property comprising my gross estate for death tax purposes, as well as my just debts, funeral expenses and testamentary expenses, shall be paid as provided in the inter vivos Trust referred to above. 3. I nominate, constitute and appoint my wife, GERTRUDE M. NOVACK, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my son, JOHN M. NOVACK, to act in such capacity. In the event none of the foregoing persons shall be able or willing to serve as Executor, then I appoint my son, mOMAS A. NOVACK, to act in such capacity. 4. I direct that neither my Executrix(or) nor my Trustee shall be required to file any bond ~~ J.A.N. Page I of 3 Pages "'.,.,,.,,,"; I I I .1 "'I It ,I >11 '::'1 ._~,t :'f-i( " in any jurisdiction to secure the faithful perfonnancc of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. 5. I authorize and empower my personal representative and Trustee, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sen, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this /,;1. 'M day of ~ ,1993. -rLA N~"Gvv\L John A. Novack (SEAL) SIGNED, SEALED, PUBUSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. __?d2~ \./t I _t /, 177. ~~L ':K-U , fJ Page 2 of 3 Pages ....-.~,."'.~. "-,",.-.- ~J~~1f/~ & @tw A PROFESSIONAL CORPORATION ArrORNEYS AND COUNSELLORS AT LAW TEN EAsT HIGH STREET CARI.IS!.F., PENNSYLVANIA 17013 W,LUAM F. MARTSON DANIEL K. DEAROOIU'P THOMAS J. W,UlAMS. Ivo V. Orro, III STEPHEN L BLOOM GEORGE B. FALLER, JR.. MICHAEL}. HANFT W. DARREN POWELL THOMAS G. COLLINS CARt. C. RISCH TELEPHONE (717) 243-3341 FACSIMILE (717) 243-1850 December 8, 1997 INTERNET mdwoli!'mdwo.com -BOARD CEmFIED CML TR.1AL SPECLWST Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle,PA 17013 '~~~ \}r ~ RE: Estate of John A. Novack Estate No. 21-97-0753 Date of Death: September 9, 1997 Dear Mrs. Lewis: Enclosed with this letter is PNC Bank check number 360733 in the amount of $40,000.00, representing payment of inheritance tax in the above-referenced estate. Would you please issue the appropriate receipt and fOIWard it to me at the above-listed address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTS ON, DEARDORFF, WILLIAMS & OTTO ~~~ke.., Stephen 1. Bloom SLB/clm Enclosure F:\FILES\OA T AFILE\EST A TES\7918.ROW.l INFORMATION. ADVICE. ADVOCACY'" ~eSi,.i:i!'~:(.~'iS;~'J:;,~,l\I~:]';:!;:r:;~~~~;";~. -,~'~""". , I J I I I I , I I I I ~_._- -- ._~- - -- - - ---- --- ~.- -.--. --_. -~ --- -- ..._-.. --.- - .'- ....'---." , "U ! . .. COMMONWEAlrH OF PENNSYLVANIA OEPAHTMENT or HEVENU[ BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG. PA 17128.0601 . NO. AA 242527 REV "" EX 111..0} PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT MARTSON,DEARDORFF ETAL 101 '-40,000.00 TEN EAST HIGH STREET CARLISLE, PA 17013 fOLD HERE ESTATE INFORMATION: FILE NUMBER 21-1997-0753 NAME OF DECEDENT (LAST) NOVACK JOHN A DATE OF PAYMENT 12/08/1997 POSTMARK DATE FOlD HERE SSN 140-12-6121 (FIRST) (MI) 0/00/0000 COUNTY CUMBERLAND $40,000.00 TOTAL AMOUNT PAID DATE OF DEATH 9/09/1997 REMARKSPNC BANK C/O MARTSON.DEARDORFF SEAtHECK# 360733 ... SK ETAL 'c,'"C./:,Ti ii '::,,' WILLS ..,. .--'-', ..__._-----.:-~~-~~-:----,~~... i. " ;;.1;" . .. -" <~ , --..--,--_.;-:-~~ .--~" .. ..~ ~.~"'Ir\, ..1"--:~" , . 1 " r"~'- .. \ F:\FllESIDATAF1Ui\ESTATES\NaTlcn.Cf:R CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name ofDecedent: JOHN A. NOVACK Date of Death: September 9, 1997 File No. 21-97-753 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following on or about December 8, 1997: John M. Novack Thomas A. Novack PNC Bank, N.A., Trustee 5508 Atlee Place, Springfield, VA 22151 5258 Overland Trace, Hoover, AL 35244 c/o Mrs. Maria A. Tompkins, Main and Market Streets, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: December 8,1997 Signature Name Stephen L. Bloom, Esquire MARTS ON, DEARDORFF, WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative 1:....1 " " , ~ '--..IV MDW~O ISIOltM^\Il1S ',\IIVln .A'I\tIL\t' AllllltNI ,., & (:{lll:-J"II{II~...\T LAw Rf:C... FIr \'VU1IAM E MAltI 'UN JOliN It 1=11\'('11,11111 fl>i\NIII K. 11I,\ltPilIUI' (' '1'1111'\\"'; J. WIII 1M.1.... . Ii IvtlV. Orin III Sn.I'llI'N I.. HII}()M (;l:lIR(;!' B. F.o\ll.ntjR," r 2 ")3 M!D,^!! J. \-IANFr .". W. D,\IUUN POWHI TlltlMA\ G. Clll,UNS CAlli C. RI\UI TI'.N EAST I-Ill;! 1 STlU-11 C"RII~I,r. PrNN~YI\'^Nl^ 1701."\ '98 J1Jt~ -8 TUH'ttDNt (717) 24.1-.\.141 FA"""".!'. (717) !4.1-IH\1I IN'I'FRNI:T www,nH!wn,(Om Clo.r. Cum' Idt 'U.lA.(~ <l'l\' n:1l (:t\'U TRIA' SrI (:IAI /'.'1' Junc 8, 1998 Mary C. Lcwis Register of Wills Cumberland County Courthouse Carlisle, P A 17013 RE: Estate of John A. Novack, deceased Estate No. 21-97-00753 Date of Death: September 9, 1997 Dear Mrs. Lewis: Enclosed for filing is an original and one copy of Pennsylvania Inheritance Tax Return-- Resident Decedent--for the above estate together with a check in the amount of$6,415.55 for the balance of Pennsylvania Inheritance Tax and check in the amount of $15.00 for the filing fee. Also enclosed for filing is a copy ofFonn 706, United States Estate Tax Return for the above estate. Would you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO ,I(lZipLLrc_--X P[~t))L ! t~/,c Stephen 1. Bloom CLM/clm Enclosures HAND DELIVERED F:\FILES\DATAFILE\ESTA'fCS\79IB ROW INFORMATION. ADVICE. ADVOCACY'" " , . RuV.1SOOEX'11.ill . ~ '- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . 00753 -----.-.---. ---------.-.-.. 140-12-6121 09/09/1997 08/20/1913 IIF APPLICABLE) SUR'lNII'OS.oUSE'S NA....(LAsT;FIRS1'.AND M'DDLE"NlTiAli-" sOCIAl. SECUR'TY NU..BER-I' Thi, ';~~~~ ;;;~~;;;;. .~ "1. QfiginalROium' .. 'TI 2. supp'omentalRelum' "......--' 'l.~ 3 RomafniiOrRolilmI",'ciI,,,or,.athj,nOrlOi':''i:O') o 4. L1mil.d E,lato I'] 4a. Future 'n'o'.S' Compromis.'''' ,,10' or 'eath rC" 5. Fed.ml Es'a'. Tax R.tum Required after 12.12.82) v'" t!'J 6. Decedent Died T.stat. IAttach COPY tiJ 7. Oe<8d.n\ Mainlained a Living TN,t (Altach 0 6. Total Number ol5a'. O.pool' Bo'.s cfWIMI corrIofTrust) 9. Litigation proceeds Received 10. Spousal poverty Credit (date 01 death betWeen 12.31.91 and ,.1.95 *' COtAlONWE.AlTHOI PfNNS'l'\V,\NlA OlPAATMEH1' Of REVENUE {l(P'f zeoeol _,_.___ ___~SBURO.PA ~!_'~~... .____ .__.__m____ , .._' \~~~~~~JE~':~j,~sr. ANO M'ODlE iNITIAL)'" .'bieiikblock 10 _""""",,, ffi SOCIAl. SECURiTY tiUMBER.-----. DATEO"DEATH--" 'OlitE'O'-BIRi" o ~ w o l!:! ~~cn "",,,, w~8 "'",-" "a.'" ~ .1- m"" "'w ",0 0"" ,,2 -- 1. Real Estate (Schedule A) 2. StockS and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or sole-Proprietorship 4. Mortgages & Notes Receivable (Scheduie D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joinijy Owned Property (Schedule F) 7.lnter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total GrosS Assets (total Lines 1-7) 9. Funeral E,penses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Met Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental BequestslSec 9113 Trusts for which an eleclion to tax has not been made (Schedule J) 14. Met Value subject to Tax (Line 12 minus Line 13) NAME Stephen L. Bloom, Esquire FIRMNAME (If applICable) MARTSON, DEARDORFF, WILLIAMS & OTTO -~.------_..~ ------- .. .---- .--------.-.--...-- 5 ~ E ~ hi '" 15. AmOunt of line 14 taxable at the spousal tax rate See Instructions ," reverse side for percentage 16. AmOUnto! line 14 taxable at 6% rate ---- "" o ~ ~ ~ o " ~ I- 19. 0 Check here if you ar. requesting a refund of your overpayment. _>>1~ ..... ..'~ Un'or ';'nalli" 01 ,,;,"'. "",,,.'ha' I na'e.....mln.' 'h" ,.'um. Indudln. a~pa"~n, .,hedU'" ,n' sta"m.n~. ,nd '0 the ,;eSI of m, .nowte';'- eo' '.ie'. ii'" ~,.. 'Mod and ~Pieie. oedar lion of epalef cU't than !.he sonal represenla1i Is based 00 all ;nl~tlqtj 01 whiq, preQillef has any knowledge. j 5'0~ Allee I' ace I ,} q Springfield, VA 22151 b 't ; L . OR 'UNG "UR';" n'-ADDRESS n DATE 17. AmOunto! line 14 taxable at 15% rate 18. Tax Due -ADDRESS n 11.Eledion 10 'a>< unde1 Sec. 9tt3(A)IAttach "",0) Ten East High Street Carlisle, PA 17013 OFFICIAL USE QNL Y (1) (2) (3) (4) (5) (6) (7) 727,480.12 . J :o~ c' \Ci Q.l '" ("l ", c: c- . -; 84,572.05 c: ~ I CO ':--.. 16,533.61 -:; (8~: _:'~:i~rm -.-,( ~: . I5lCC JD1l~"'" 17,520.36 2,385.29 19,905,65 808,680,13 (9) (10) (11) (12) (13) (14) (15) (16) (17) (18) 48,520,81 808,680: 13 x .00 808,680.13 x .06 48,520.81 x .15 CATE - ._---~_..- Ten East High Street, Carlisle, P A 17013 -;';ODFfESS-- .--- _.-hIo;jCf<g- . " ., Decadent's Complete Address: A . S One Langsdorf Way c1TV"..--'-C. 1.'1 ar IS e .--..--... '-- STATF.'PA ZIPI70IJ- Tax Paymants and Credits: 1. Tax Due (Page 1 line 18) 2. CredltsiPaymenls A. Spousal Poverty Credit B. Prior Payments C. DI.count (1) 48,520.81 _..~-_....__.+--- --4lJ,OlTO-:mr r.nfS:20 ---.....--.--.. Tolel Credit. (A . B . C) (2) 3. InteresUPenalty If applicable D. Intere.t E. Penalty 42,105,26 ------.-----.- --_____u_ ---.---------- TotallnteresUPenalty (0 . E) (3) 4. If line 2 I. greater than line 1 . line 3, enter the difference. Thl. I. the OVERPAYMENT. Check box on pag.1 Line 19to requ.st 0 retund 5. If line 1 · line 3 I. greater than line 2. enter the difference. Thl. Is the TAX DUE. (4) (5) (SA) (5B) 6,415.55 A. Enter the Intere.t on the tax due. B, Enter the total of Line 5 . SA, Thl. Is th. BAlANCE DUE. 6,415.55 Make Check Payable /0: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "}C" IN THE APPROPRIATE BLOCKS 1. Old decedent make a lran.ter and: Yes No a. retain the use or Income of the property lrnnSferred;...............................,............................................. 0 i:8J b. retain the right to designate who .hall u.e the property lrnn.ferred or Its income,................................ 0 i:8J c. retain a reversionary Interest: or....,................................................................................,..........'''''''''''' 0 i:8J d. receiVe the promise for life of either payments, benefits or care?...................................,..........,........... 0 Ci?J 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death lran.fer property without receiVing adequate con.lderation? If death occurred aner December 12, 1982, did decedent tran.fer property within one year of death without receiving adequate con.lderation?.................... 0 i8J 3, Old decedent 0IVIl an 'In trust fo( or payable upon death bank account or securlly at his or her death?...... 0 i8J 4. Old decedent own an IndiVidual retirement account. annuity, or other non-probate property?................,....... 0 i8J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 72 P,S. fi9116 (a) (1.1) (I) provided for the reductJon of the tax rate Imposed on the net value or lrnn.fers to or for the Use or the .urvlvlng .pouse from 6% to 3% for dates 0" or aner JUly 1, 1994 and before January 1, 1995. 72 P.S. fi9116(a)(1.1) (II) provided for the reductJon 0/ the rate Imposed on the net value 01 lran.fers to or for the use of the surviVing spouse from 3% to 0% for dates on or aner January 1, 1995. lhe .tatute doe. not exempt a lran.fer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are .till applicable even If the .urvlvlng spouse Is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995 - Please answer the follolvingque.tion by placing an 'x" In the appropriate 'pace. Old the decedent create a trust or slmltar arrangement which Is aolely tor the surviving spouse's banefll tor his or her entire lifetime? 0 Yes 0 No If you answered yes to the above question, the tax on the tru.t or similar arrangement I. poslponed until the death of the second spouse, at which time It will ba fully taxable althe rate(.) applicable to the remainder beneficlary(ies). Enter the value of the tru.t on Schedule J, Pari II, In order to remove It from the C21culation of the tax due In this e.tate. You may wish to file Schedule 0 In order to make the electJon available under .ectJon 9113. If the electJon Is made, the tru.t or similar arrangement I. taxed In the estate of the nrst decedent spouse, the portion of the trust or similar arrangement which benefits the .urviving spouse I. taxed at the zero tax rate, and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(les). If you chose to make the election, you mu.t altach schedule 0 to a timely-filed tax retum, along with 'chedule(s) K and/or M In order to .how the apportionment of the trust or similar arrangement between the .urviving 'pouse and the remainder benenclary(Ies). ... "-'--"'"'-._~"''''"'~''91'''-J''''~'-''''_~'''''''' ""iI " . . Dlv: 0.6161 Ex: 07/0!/1997 Ree: fIT/03/1997 pay: rR/24/1997 un CIlIIUIITT III:S IMe PI. (2DJ62al02) ASE a9/rR/1997 Oiv: 0.6'5 Ex: 0$/27/1997 Ree: 08/2911997 Pay: rR/2D/I997 1001.33 LINDNER INVT$ (535514103) DIVID FO INVS IIASIlAll rR/a9/1997 Oltl of D~: rR/rR/1WT VIllAll... Dat.: rR/rR/lWT _Ire Olt.. 10/10/1997 -.- ...P.... s.curl tV Description 1) 200 ALLIED IRI$II IllCS P L C (019228402) $POlISI) _ 0IlIl 1'1$1 rw/a9/1WT 2) 3) s;l;1 IEYSTlIIIE FIIWICIAL IllC (493482103) IIASIIAlI rR/rR/1997 4) 200 MBIIBUS1' (SBS01T10$) IIYSE fn/a9/1997 5) 1?OO IIELLOlI IlC ~ (S85509102) NYSE 1n/a9/1997 6) 140 CARPEIlTEIl TECllIIIll.OGY (1&4285103) lYSE rw/rR/I997 7) 45Z oa.r CItEII CO (260543103) If($E rw/rw/1997 8) 200 NIl' INC (031a97101) lYSE a9lrR/l997 9) 200 IIAaSCO CCIltP (415864107) lYSE rR/a9/1WT 10) 790 DOIIIIIOlI RES IMe VA (257470104) NYSE rw/rw/1997 11> 12) 1234.802 LlIIlllEIt lNVT$ (535516lllo3) GROllI'M IIIVS Cl.. IIASIlAQ rRlrR/1WT butl VIllatlon Nigh/Ask Low/lld Estla: of: JOIIlI 'illN1Ct. Repol"l TYPe: Dati of o.d1 .....r of s......itles: ZS File 10: CCII3NOVA ...... OId/or Div and lnt securltV Adjus~ts Acc:nIlIs VII... 51.93750 51.ZSOOO MIL 10,318.75 51.593750 123.22 51.12500 36.50000 IV\. 36.81ZSOD 25,511.06 36.37500 3S.62S00 IV\. 36.o00ooo 19,116.00 40.0??oo 39.68750 N/L 39.11I.3750 7,968.75 54.50000 53.37500 IlL 53.9'S7500 21,575.00 47.06250 46.93750 IlL 47_o00ooo 6.580.00 9O.000DD 88.68750 IIJ1. 89.3/.3750 ~,3G.38 53.87500 52.87500 MIL 53.375000 10.675.00 '6.93750 46.37500 MIL 46.656250 9,331.25 37_12500 36.5??oo I/L 29,0$1.88 36.812500 5rR .55 28.81000 Sid 28_810000 28.848.32 28.36000 Bid 28.360000 35,018.98 Page 1 TIlis ropon: lIaS proclJced by the HaiL'ln service of Estate VIluatlons I Pricing Syst_, Inc:. If 't'>U have _tions, / please cent... EVP Syst_ It (818) 313,6300, ext. 102. '::;C H. \\ 13") ::::C~ \ This I'tIlOrt ... procIuced by the Ilzlil.ln Service of Estate Valuations 60 Pricing Syst_, Inc. If you have _"ions, please contact EVP Syst_ at (818) 313-6300. ext. 102. PlI< Z . Da.. of O..tIl: 09/111/19'71 Estat. of: .lOltlI IIOVAClC . ValUlti... Date: DIJ/f19/1997 Report 1)pa: Oat. of Deetll p..-sil1l Date: 10/10/19'71 _ of $ee..,.;tllS: 25 FIl. 10: CCIl5IIOVA -- Security ...... 0IdJ0f' Diy and 1M Security Of' Par o-ripti... "iWAst LClW/Ild Adjusc.ms Accnals Value 13) IllS'1.ClS6 51aoIlG txIl 511C FD IlIe (8633'tlO9) CXIII IWIIAQ DIJ/f19/19'71 25.3DOOO IlId 25.300000 4&,,020.82 ....... 14) 6721.33 so.ooU IIY TAlC FREE fl) C8tTl8'S06) PII fAX FREE FD IlASIIAlI DIJ/111/19'71 13.64000 Bid 13.640000 91,774.'Z ~. 15) 150 IIliINZ II J CD ('Z0741Q3) IIYSE DlJID9119'71 ".moo 43.06250 NIL 43.968750 6,595.31 16) 200 IIERSIlE'f FllCI)$ CORP ('27866108) IIYSE a91D9/19'71 54.5??oo 53.81250 MIL 54.1S62S0 10,831.25 Dlv: D.22 Ex: 081Z1I1997 aee: DSI25/1997 Pay: a9115/1997 44.00 1n 1110 AllERICAII IICIME PlllIlS Cl' (0266D9107) IIYSE DlJla9I19'71 75.12500 73.9375D NIL 74.531250 7,453.13 18) 200 .lQftIISlIlI l JOIIIlSllII (478160104) IIYSE DlJID9I19'71 57.91750 56.81250 HIL 57.375000 1 I ,475.00 19) 100 IIlIIL CORP (607059102) IIYSE a91111I19'71 77.25000 75.50000 HIL 76.375000 7,m.50 DiY: 0.53 Ell: 0713111997 Ree: 08/0411997 Pay: DlJI10/1997 53.00 ZO) 300 PEIIIIZOIL CD (7D99D3108) IIYSE DlJID9I1991 77.75000 77.25000 H/L 77.50??oo 23,250.00 Diy: 0.25 Ell: 08aTll9'71 Ree: 0813111997 pay: 09/1511997 75.00 21) 300 PECO EIIER&T CD (693304107) IIYSE DlJI09/19'71 Z4.062S0 23.62500 IVL 23.ll4375O 7,153.13 DiY: 0.45 Ex: D81ZDI19'71 Ree: 08(2211997 Pay: a9/30/19'71 135.00 22) 1016 p P & L RES IIlC (693499105) IIYSE O9/IJI1I19'71 22.437S0 22.06250 HlL 22.2S0000 23,1150.1& oiv: 0.4175 Ex: O9/08/1W7 Ree: 1JI1/10/1997 Poy: 10/01119'71 + 0.417500 22.667500 23) 200 GTE CORP (362320103) HVSE 09/09119'71 45.G750 ".687'50 IVL 45.062S00 9,012.50 DiY: 0.47 Ell: 08/Z0119'71 Ree: 08(2211997 P'y: 10/01/1W7 914.00 . . Schedule E Cash, Bank Deposits, & Misc. Personal Property *' ~THOIpe:NNSYlV"'N1A IN*RITANCe. TAX RETURN RESlOf.HT OCClDl.NT -_..._~----'--'-"--' .-.,---..- \j:ILENUMBEif' - 21 - 97.00753 -- ..- ._-_.~ --------.---- ESTATE OF NOVACK, JOHN A. .0..--.--.-..----------------..----- .. - -------------- Include the procBeds of litigation and the date the proceeds WBre received by the estale. All property Jolntly-owned with the right of survivorship must be disclosed on schedule F. ----------.+--.--..--- --...-+.. .-..----- ,-------,...."..,-- 'I'VA~~Et~~~TE ,.... -- ' ..--"T'..-------ro,540.75 L 62.00 .-L--'7,65-o.19- . 1 --14,4 ff.'94- ------......------ J 1,282,89 1--2,400.00" 2,563.90 I 44,903,20 I 756.58 " _,,_,_. .. ....___ ___,L, DESCRIPTION ITEM NUMBER ~___fembers IstCertIficate'ilI274110-45, ~inwallet 3 JNC Checking #5140438824 ,..,.,........... ..__u.. 4 r'C Certificate ofDeposit #21001055474 5 ~AA, r~nds 6 IG,E, Insurance, repl~~~,~~,~t ofuncashe~ ch~ck___, 7 ~onwealth of Virginia, federal retiree settlement payment 8 f1mberland Crossings Retircment Community, Carlisle, PA, refund of interest in cottage 9 ~.s. Army: Salery due for 9 days in September, 1997 10 ![Note: pe~onal property was disposed of by decedent prior to death] Schedule E TOTAL 584,572.05 . COI.INClNMALnt 01 iI'INNI'f\I/NM ....NTNtCI TAX 11II""'" MIIOeNT Dlc:lDIHr l SchecUeH FlnlraI ElcpeI m & Ad ,........Cosls I ESTATE OF -- N~V ACK, JOHN A, I FILE NUMBER ,.. . _.. ..__,..,_,._.2,1 - ~7 . 00?5! Debls 01 decedent mustbo roportod on Schedule I, "ife/;,----'-,..,-- NUMBER A. .-----------------.-- ---------.--...--.- DESCRIPTION AMOUNT FUNERAL EXPENSES wmgs-rothers, Carlisle, P A --'''-0,43'930 B. ADMINISTRATIVE COSTS 1, Personal RepresentaUve's Commissions none SocIal SeCllrtty Number(s) I EIN Number of Personal Representative(s): Street Address City Slate Zip Yearjs) Commissions paid 2. Attorney Fees Martson, Deardorff, Williams & Otto (estimated) 7,500,00 3. Family exemption (If decedent's address Is not the same as claimant's, attach explanation) none Claimant Street Address Cily State ZIP Code Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 60,00 5. Accountant's Fees 6. Tax Retum Prepare(s Fees 7, f''umberland Law Journal, AdverlIsmg Letters Testamentary [The Sentinel, Advertising Letters Testamentary IEVP Systems, investment accounts valuations register of Wills, filing fee rNC Bank, Trustee fees eserved for additional probate, filing fees, expenses, etc. 1--00:'00 1 70.86 J 75,00 ---I 15,00 I 2,800.00 500.00 Schedule H TOTAL 17,520.36 ..-.........:.::,....'''........".".., ~"."-~.;'''''.,...,'.,,.c ,--' .,,- -."..~~,.;,...,.J,':,o,~"." "-"...,,..,. .- ,. *' Schedule I Debts of Decedent, Mortgage Liabilities, & Liens ~TH Of' PENNSYlVANIA INHERITANCE TAX RET\..IRH R!SlOENT DECEDENT ESTATE OF NOVACK, JOHN A, L1UMBER 2~.- 97 - ~075! ITEM I DESCRIPTION ~... I ~e ~~tri~.t~~.ccount payable 2 fThe Washington Post, account payable I 3 Farlisle Ambulance, account payable 4 Farlisle Hospital, account payable 5 ~embers 1st, Credit Card Account #4121449991274809 6 ~one Phannacy, account payable 7 Fumberland Crossings, telephone 8 punberland Crossings, account payable 9 punberland Ambulance, account payable 10 l[The above medicaJs were those amounts in excess of insurance coverage] J AMOUNT I '19.8b , , 1184.20' ..'-'-------'1' 12.10 ,.,~~,=-~]_.~,., 7~~:~~-. , ......,.. 'rl 11'7.48- ..--,---- .. . 34.30 .., ..-. ... .. '1, fOn.r ---~---~~': --- .Sciiedulel TOTAL n;ja5~:i9 \, '-"." . 1_~" ,......1 *' : COMMO~THOFPENNSnVA~~ INHERITANCE TAX RETURN RESIDENT DECEDENT o. ..__ ESTATE OF NOY ACK, JOHN A, Schedule J Beneficiaries NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I FILE NUMBER 21 - 97 - 00753 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT 00 No"'stTNII..(,) OF ESTATE I. TAXABLE DISTRIBUTIONS (Include outMght spousal dlslrlbuUons) 'JoIuIM. Novack 5508 AUee Place Springfield, VA 22151 2 Thomas A, Novack 5258 Overland Trace Hoover, AL 35244 Son 1/2 estate residue Son 1/2 estate residue Enerdo"ar ~~!,unts fordlstribulions shown above on "nos 15 through 17, as appropriate, on Rev 1500 cover sheal II. NON.TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Schedule J TOTAL Memhers~"- FBDERAL CRE~ UNION Insun/lOll Clalma Department S275I!as1TrlndJo Road P.O. 801140 Mccbanklbura. PA 17055 (717)697.\\6\ CERTIFICATE OF DEPOSIT: Account Number/Suffix Certificate Number Date Purchased Rollover Dates, if applicable Value, including interest at Date of Death Name of Co-Owner Maturity Date Interest Rate Accrued Interest to Date of Death I 2 127480-45 N/A 10/4/96 N1A $10540.75 Gertrude M, Novack 10/4/97 5.65% $14.66 CREDIT UNION Estate of John A. Novack Date ofDeath: 9/9/97 Social Security No: 140.12~ 121 September 19,1997 MEMBERS 1ST FEDE ~~;~ Denise A. Anders Insurance Department supervisor SC/-i. E I -r:.~ .\l1I\1911....wll Sm93,..1m LAST WILL AND TESTAMENT I, JOHN A. NOVACK, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I. I give, devise and bequeath all of my estate to my Trustee under a certain inter vivos Trust Agreement heretofore created this date, known as the "John A. Novack and Gertrude M. Novack Revocable Living Trust," naming myself and my wife, GERTRUDE M. NOVACK, as Trustees, my son, JOHN M. NOVACK, as alternate Trustee, my son, mOMAS A. NOVACK, as second alternate Trustee, and FARMERS TRUST COMPANY, Carlisle, Pennsylvania, as third alternate Trustee, to have and to hold, in Trust, for the uses and pUlpOseS and subject to the terms and provisions thereof. 2. I hereby direct that all estate, inheritance, succession and other taxes imposed or payable by reason on my death, together with interest and penalties thereon, if any, with respect to all property comprising my gross estate for death tax purposes, as well as my just debts, funeral expenses and testamentaIy expenses, shall be paid as provided in the inter vivos Trust referred to above. 3. I nominate, constitute and appoint my wife, GERTRUDE M. NOVACK, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my son, JOHN M. NOVACK, to act in such capacity. In the event none of the foregoing persons shall be able or willing to serve as Executor, then I appoint my son, TIlOMAS A. NOVACK, to act in such capacity. 4. I direct that neither my Executrix(or) nor my Trustee shall be required to me any bond ~~ JAN. Page I of 3 Pages in any jurisdiction to secure the faithful perfonnance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. 5. I authorize and empower my personal representative and Trustee, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or aU property of any kind fonning a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property fonning a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instroments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this I~ 'In day of ,1993. ~ T~.---,\ N~\L John A. Novack (SEAL) SIGNED, SEALED, PUBliSHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. -- ~~~~ \,,~ l'<..1 7:n 0:~i:"X-t./ ( (/ Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, John A. Novack, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. --- j (':)..L p., N~....c \-<-- John A. Novack Sworn or aff1lI11ed to and acknowledged before me by John A. Novack, the Testator, this /QJ,#l day of Ltnar- ,1993. . Notary Public Notarial Selli . Came L My.... ........ PIAlIc CarfisIe Bore ~Courity. My CommissicO Expires M~y ?2/1!lE15 Member, ~Assa:iaIiori . NoCarieS ',' ~ '. . . COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) we,~cX~~~'7n.~, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw John A. Novack, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. /~ _ . . ~-~,.-- Address 10 ~ 1-/"7;" ~~,~ <.r. ,-1,..,1.... PA /7013 , 1993. Sworn or aff1lI11ed to and subscribed before me this I a. ~ day of ~, ~k,~/or: 7ny,~. A' Notary Public Page 3 of 3 Pages No~ SOal :.', " Conine L Myem; iIIotafy PUlic' CalfISie 80<0. Cumlili<laOOtotJnty My Commi::sicn E.',*e. May 22, 1995 Member, PllnI1:l)'tvanaAssoaailDfj 01 NoIanes ....---_.....,...,;,.. -'. f \FIUS\DA1A1ILE\WIU.s\79II.TP.U AMD hMENDMENT TO JOHN A. NOV ACK AND GERTRUDE M. NOVACK REVOCABLE LIVING TRlJST THIS AGREEMENT entered into this 1b! day of t,;(,.-Ioi.",~ , 1996, by and between JOHN A. NOVACK and GERTRUDE M, NOVACK, husband and wife, "Settlors", and JOHN A, NOVACK and PNC BANK, NATIONAL ASSOCIATION, "Co-Trustees". as an amendment to a certain Revocable Living Trust dated May 12, 1993, Intending to be legally bound hereby, the parties agree as follows: I. The Settlors hereby revoke Article VI of the said Revocable Living Trust and appoint JOHN A. NOVACK and PNC BANK, National Association, as co-Trustees of the aforesaid Revocable Living Trust. 2, Article VI of said Revocable Living Trust is hereby restated as follows: ARTICLE VI In the event that JOHN A. NOVACK shall be unable or unwilling to continue to serve as Co-Trustee, then PNC BANK, NATIONAL ASSOCIATION, shall serve as co-Trustee with Settlors' son, JOHN M. NOVACK. In the event that JOHN M, NOVACK shall be unable or unwilling to serve or continue to serve as co- Trustee, then PNC BANK, NATIONAL ASSOCIATION, shall serve as co-Trustee with Settlors' son, THOMAS A, NOVACK. For the purposes of this Article, a Trustee shall be deemed to be unable to serve as Trustee upon legal disability or upon certification of any licensed physician that he/she has examined such Trustee and determined that such Trustee is physically or mentally incapable of acting in such capacity, Such incapacity shall be deemed to cease upon delivery of a similar certification to the Trustee then acting hereunder that the incapacity has ceased. Any third party dealing with a Trustee or successor Trustee hereunder may rely upon a copy of any such certification as to a Trustee's incapacity, and shall not be required to make an independent determination of incapacity, 3. Subparagraph (b) of Article V of said Revocable Living Trust shall be amended as follows: (b) To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of the Trustee, if a corporate Trustee) or other property, real or personal, as the Trustees shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; -1- 4. Article VlII of said Revocable Living Trust shall become Article IX and Article VIII shall be as follows: ARTICLE VIII Trustee shall receive compensation for the perfonnance of its functions hereunder in accordance with the standard schedule of fees in effect from time to time during the period over which services are performed. 5, Sub-subparagraph (8) of subparagraph (c) of paragraph 2. of Schedule "B" of said Revocable Living Trust is hereby deleted. 6. In all other respects the aforesaid Revocable Living Trust dated May 12, 1993 is ratified and affirmed, IN WITNESS WHEREOF, Settlors and Trustees have set their hands and seals the day and year aforesaid. Witness: ~' ,-,/ :.:~_ ")""JL. D, N <.rvWvv (SEAL) John A. Novack, Settlor --L' ~ ~.., ~.=-<.. ' " ~c__ .-!t. . r;:. . ... ~ _ )" c.ftl J ~~EAL) Gertrude M. Novack, Settlor --:) ~ !:\ I'\J \N%\v John A. Novack, Trustee -- ~:d ,:-)7 (SEAL) " ~.'.. Attest: :i :.,'} . :: : ,:'~ '. ;;:; ;'1 ~-- - .,.' ".~:,~.'::J.. ,',.; ~ :.........\;:t -2- COMMONWEALTH OF PENNSYLVANIA ) : 55. COUNTY OF CUMBERLAND ) On this, the ~day of Oe.to ~l ' 1996, before me, the undersigned officer, personally appeared John A. Novack, known to me to be the person whose name is subscribed to the within instrument. and acknowledged that he executed the same for the purposes therein contained, IN WITNESS WHEREOF, I hereunto set my hand and official seal. iA.'~ 11'1 ~tary Public Nota"21 Seal Trida L. Jam.. Nolaly P\bIIC Ca/tiSIO Boro. Cumber1and CountY My Comrnssion Elr"""Nov. 24, 1997 COMMONWEALTH OF PENNSYL V ANlA ) : 55. COUNTY OF CUMBERLAND ) On this, the t21'ldday of CJ(!Jober ' 1996, before me, the undersigned officer, personally appeared Gertrude M, Novack, known to me to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereun~o set my hand ~d o~c~. ~!Sea ~~1~ .~ Trida L.James. No ' Car1isle Bo1O. O,mberta~~ Notary Public My Commission Expres Nov. 24, 1997 COMMONWEALTH OF PENNSYLVANIA ) : 55. COUNTY OF CUMBERLAND ) On this, the,1..1 NO day of LX-~i3&/i?- , 1996, before me, the undersigned officer, personally appeared Maria A, Tompkins, who acknowledged that she is the Senior Trust Officer ofPNC BANK, National Association, and that she as such officer being authorized so to do, executed the foregoing instrument for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. .//'141'J1--J~.J // U~/C~ /N~;" Public -3- 19.I.IN\IWI JOHN A, NOVACK AND GERTRUDE M, NOVACK REVOCABI,P' UVING TRUST AGREEMENT OF TRUST made and entered into this .':J.fh day of -...rn<T. ';f 1993, by and between JOHN A, NOVACK and GERTRUDE M. NOVACK, husband and wife, of 82 Magaw Avenue, Carlisle, Cumberland County, Pennsylvania (hereinafter referred to as "Settlors"), and JOHN A, NOVACK and GERTRUDE M. NOVACK, husband and wife, of 82 Magaw Avenue, Carlisle, Cumberland County, Pennsylvania (hereinafter referred to as "Trustees"). Intending to be legally bound hereby, the parties hereto do hereby agree as follows: ARTICLE I Settlors hereby transfer to Trustees, in trust, for the purposes hereinafter set forth, the property as set forth in Schedule "A" attached hereto and made part hereof and such other property as from time to time may be transferred by Settlors to Trustees. ARTICLE II The Trustees shall collect the income from the Trust Estate and shall pay all proper charges and expenses. The net income of the Trust Estate after payment of all such charges and expenses shall be held, administered and invested by the Trustees, to be distributed, together with the net income and such accumulated income and principal, as provided in Schedule "B", attached hereto and made part hereof. Upon the death of the survivor of Settlors, the principal and accrued income, if any, shall be distributed as further provided in Schedule "B", attached hereto signed and dated and as from time to time revised and made part hereof, All dividends payable in shares of stock in the corporations declaring the dividends shall be treated as principal without regard to the number of shares payable. ARTICLE ill During the lifetime of either of Settlors, this Trust may be revoked by Settlors or the survivor of them by giving five (5) days written notice to the Trustees hereunder, and in such case, all property whether principal or accrued income or any combination of the foregoing being held in the Trust shall be distributed to Settlors or the survivor of them. . Further, during the lifetime of either of Settlors, this Trust may be altered or amended by amendment of this Trust Agreement signed by Settlors or the survivor of them and Trustees. ARTICLE IV No part of the income or principal of the property held under this Trust or trusts subsequently created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or receiver or trustee in bankruptcy of any beneficiary prior to his or her actual receipt thereof. The Trustees shall pay over the net income and the principal of the parties herein designated, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary of this Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary_ ARTICLE V In addition to the powers conferred by case law, by statute, and by other provisions hereof, the Trustees and successor Trustees shall have the following discretionary powers applicable to all property held which powers shall be effective without order of any court and shan exist until fmal distribution: (a) To retain any property of any nature received for whatever period the Trustees shan deem advisable; (b) To invest and reinvest all or any part of said property in such stocks, bonds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, securities, accounts or certificates of deposit of the Trustee, if a corporate Trustee) or other property, real or personal, as the Trustees shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; (c) To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on tenos, publicly or privately, or to lease, even for a teno exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; (d) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of the Trust; (e) To borrow money, including the right ,0 borrow money from any bank and to mortgage or pledge any asset of the estate as security; (1) To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of infonnation deemed reliable without liability for disbursements made on such assumption; (g) To pay from the corpus of the Trust, or the income therefrom, all debts, claims, taxes or similar charges; (h) To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and the Trustees, in their absolute discretion, may cause the share distributed to any beneficiary to be composed of property similar to or different from that distributed to any other beneficiary; (i) To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitaIization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; (j) To invest in endowment, insurance or annuity policies on the lives of beneficiaries of the Trust hereunder; (k) To continue in any partnership, joint venture, joint ownership or other business enterprise of which either of Settlors' is a part at the time of either Settlors' death; (I) To compromise claims; (m) To continue for whatever period of time as the Trustees shall deem necessary any ownersioJp as a tenant in common or as a partner, in real estate or other property and to act as Settlors could have acted while living; (n) To do all other acts in the judgment of the Trustees necessary or desirable for the proper management, investment and distribution of Settlor's Estate. ARTICLE VI In the event that either of the Trustees named hereunder shall be unable or unwilling to continue to serve as Trustee, then the remaining Trustee shall serve as the sole Trustee. In the event that both of the Trustees named hereunder shall be unable or unwilling to continue to serve . ---.._.....'~.. -"- as Trustee, then Settlors' son, JOHN M. NOVACK, shall serve as successor Trustee for the remaining lives of Settlors and shall further continue to serve as Trustee after the death of Settlors. If at any time the Trustees named hereunder and the foregoing successor Trustee shall be unable or unwilling to serve as Trustee, then Settlors' son, THOMAS A. NOVACK, shall serve, whether during the lifetime of or after the death of Settlors. If at any time the Trustees named hereunder and the foregoing successor Trustees shall be unable or unwilling to serve as Trustee, then FARMERS TRUST COMPANY, Carlisle, Pennsylvania, shall serve, whether during the lifetimes of or after the deaths of Settlors. For the purposes of this Article, a Trustee shall be deemed to be unable to serve as Trustee upon legal disability or upon certification of any licensed physician that helshe has examined such Trustee and detennined that such Trustee is physically or mentally incapable of acting in such capacity. Such incapacity shall be deemed to cease upon delivery of a similar certification to the Trustee then acting hereunder that the incapacity has ceased. Any third party dealing with a Trustee or successor Trustee hereunder may rely upon a copy of any such certification as to a Trustee's incapacity, and shall not be required to make an independent detennination of incapacity. ARTICLE vn During either of Settlors' lifetimes, the Trustees shall be at liberty to register property held hereunder, to the extent registerable, using either of Settlors' Federal Tax Identification Numbers (Social Security Numbers), which are: JOHN A. NOVACK: 140-12-6121 GERTRUDE M. NOVACK: 178-05-4169 l .. " ,I '1 i. ARTICLE VITI This Trust shall be administered and interpreted in accordance with the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, Settlors and Trustees have hereunto set their hands and seals the day and year aforesaid. WITNESS: SBTI'LORS: -/~~ _ ~d~--- ) ~ f>>r- W cnrO--<M_ John A. Novack A,~..b 'nt,h~ Gertrude M. Novack TRUSTEES: - /~~~ /L~-. - " -s- Jv-~NCJ\>~ John A. Novack g..l ~__~..ilL ~. ~ I"V fI(..A"..I / Gertrude M. Novack COMMONWEALTH OF PENNSYLVANIA ): ss. ) ) COUNTY OF 1\' ~ LA.~ >1t.-l;.V\..l n,.....' <:. On this, the I:;. fJ, day of '7n~''1, 1993, before me, the undersigned officer, personally appeared JOHN A. NOVACK and GERTRUDE M. NOVACK, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~:",i'<_!c.1.'-t 8 U.LL(J":'W (SEAL) Notary Public () ." NoIariaI Seal . " I<iTIlefly E.1N1ser. Nolaly PIJlIIc daisIe Iloro. CLnma1d County MY COl ,.mission Elrpites Dee. 23. 1995 ..".. - '~'.,.- JOHN A. NOVACK AND GERTRUDE M. NOVACK REVOCABLE UVING TRUST SCHEDULE" A" BANKING ACCOUNTS CCNB (PNC), Carlisle, PA, Checking Acct. No. 76-0-06358-6 Fanners Trust Company, Carlisle, PA, Checking Acct. No. 011-37700 SAVINGS AND LOAN ACCOUNTS York Savings and Loan Assn., Carlisle, PA, Checking Acct. No. 10900805656 CREDIT UNION ACCOUNTS Defense Activities Federal Credit Union, Mechanicsburg, PA, Savings Accts. Nos. 127480-02 and -05. BONDS VA St Hsg Dev. Auth Single Fam Mtg. CUSIP 928135-EJ-7 $10,000.00 Nuveen Tax Exempt UTS Insured Penna SER 103 Semi CUSIP 667096T480 $10008.34 Nuveen Tax Exempt UTS Insured Penna SER 125 Semi CUSIP 667096U362 $10046.30 MUI'UAL FUNDS Amer. Funds-VA Tax Exempt Acct. No. 56900845 The Gabelli Growth Fund Acct. No. 100381825 Janus Fund Acct. No. 201098270 Janus Twenty Fund, Inc. Acct. No. 201096270 The Kaufmann Fund, Inc. Acct. No. 1340037 Lindner Fund, Inc. Acct. No. loo195G Lindner Dividend Fund, Inc. Acct. No. 52119D Monetta Fund, Inc. Acct. No. 007-013-1301232564 Neuberger & Bennan Guardian Fund Acct. No. 140071915-2 T. Rowe Price GNMA Fund, Acct. No. 520236978-0 Scudder Penna Tax Free Fund Acct. No. 9970473036-0 Strong Common Stock Fund Acct. No. 032-220009-6641 Twentieth Century Growth Fund Acct. No, 200010976116641 Twentieth Century Ultra Acct. No. 2000898755 SCHEDULE "A" (Cont'd) STOCKS Community Banks, Inc. Millersburg, PA 500 shares, CUSIP No. 203628-10-2 Dominion Resources, Inc. Richmond, VA 154+ shares, Acct. Code Novack-JAG 001 Financial Trost Corp. Carlisle, PA 200 shares, Cert. No. 76649 Harsco Corp. Carlisle, PA 100 shares, Cert. No. H85653 H. J. Heinz Co. Pittsburgh, PA 100 shares, Cert. No, NX12634 Hershey Food Corp. Hershey, PA 100 shares, Cert. No. N147408 Johnson & Johnson, New York, N.Y. 100 shares, Cert. No. NU540493 Penna Power & Light Co. Allentown, PA 800 shares, Cert. Nos. CN231736 and CN235348 York Financial Corp. York, PA 200 shares, Cert. No. YU28401 AUTOMOBTT P.l; 1981 Chevrolet Citation, 4-dr.Sedan, IN IG1AX68XSBT190747, PA Title No.453512236-0INO 1987 Dodge Aries K, 4-dr.Sta Wagon, IN IB38039K9HFI42957, PA Title No.453989651-01NO SAFE DEPOSIT BOX AND CON'I'ENTS All items in Safe Deposit Box No. 509, CCNB(pNC), MJ Mall Branch, Carlisle, PA 17013 including but not limited to a Seth Thomas pocket watch, two diamond rings, CD's, stock certificates, automobile titles and personal papers. PERSONAL PROPERTY AND PERSONAL EFFECTS All personal jewelry of Settlor Gertrode M. Novack and all other personal property of Settlors of any kind or nature located at 82 Magaw Ave. Carlisle, PA 17013-7619, or elsewhere. CUMBERLAl'rn CROSSINGS C01TAGE The entrance payment for the cottage located at 82 Magaw Ave. Carlisle, PA 17013-7619 was $109,520.00. Settlors signed a joint contract and moved into the cottage on July I, 1992. Settlors selected Plan A under which the entrance payment is amortized at one percent for each month of occupancy for 100 months, after which Settlors are not eligible for a refund. If, however, Settlors vacate the cottage prior to the completion of 100 months, Settlors are entitled to a refund of one percent for the non-occupancy months. For example, if Settlors were to vacate the cottage after 50 months, Settlors are entitled to a 50 percent refund of the entrance payment. The refund will be paid within 30 days only after the Carlisle Retirement Community Corporation, trading and doing business as Cumberland Crossings, receives a full resale payment for the cottage. In the event Settlors are entitled to a refund, the refund is to be paid to the JOHN A, NOVACK AND GERTRUDE M. NOVACK REVOCABLE UVING TRUST. . .--.-.....' ,.,..... . . JOHN A. NOVACK AND GERTRUDE M. NOVACK REVOCABLE UVING TRUST SCHEDULE "B" 1. During the lifetimes of either of Settlors, the net income of the Trust, if any, shall be paid to or for the benefit of Settlors, or the survivor of them, in at least quarterly installments, and the principal of the Trust, if any, or any portion of the principal, shall be paid as Settlors, or the survivor of them, or someone acting legally on Settlors' behalf, may demand. Even though Settlors or either of them are not adjudicated to be incapacitated persons, if either of Settlors is under a legal disability or because of mental or physical incapacity is, in the opinion of the Trustee, unable to make reasoned demands for amounts from the principal, the Trustee shall pay for such Settlor's benefit such amount from the principal as may be necessary to maintain for such Settlor a standard of living approximately equal to that maintained by such Settlor during such Settlor's lifetime, and to meet such Settlor's expense arising from ill health or invalidism. 2. Upon the death of the survivor of Settlors, any accrued or undistributed income shall be added to principal, and the Trustee shall pay therefrom all the just debts, funeral expenses, testamentary expenses, income taxes, estate taxes, inheritance taxes, and other expenses of such Settlor or such Settlor's estate, and the remaining principal and accrued income, if any, shall be distributed in two (2) equal shares unto Settlors' children, JOHN M. NOVACK (SSN 226-76-5869, 5508 Atlee Place, Springfield, VA 22151) and 1110MAS A. NOVACK (SSN 226-76-5668,5258 Overland Trace, Hoover, Alabama 35244). (a) In ~e event that any of Settlors' said children shall fail to survive the survivor of Settlors but shall leave issue surviving, then such deceased child's share shall be held by the Trustee and the net income therefrom used for the support, maintenance, and education of the issue of such deceased child. The Trustee shall use as much of the principal as the Trustee shall deem necessary or desirable for said purposes. The Trustee shall further distribute absolutely the principal of such share of such deceased child to the issue of such deceased child, per stirpes, as each shall attain the age of twenty-five (25) years. The present issue of JOHN M. NOVACK are KAREN VIRGINIA NOVACK, SSN 228-23-7006 and MARK JOHN NOVACK, SSN 228-33-0190, and the t. . . . present issue of THOMAS A. NOVACK are BRYAN PAUL NOVACK, SSN 415-37- 1938; LAURA ANN NOVACK, SSN 414-43-3558 and ANDREW scon NOVACK, SSN 420-23-9688. (b) In the event that either of Settlors' children shall fail to survive the survivor of Settlors and not leave issue surviving, then such deceased child's share shall be added to the shares of Settlors' other child or his issue as if originally a part thereof. (c) Notwithstanding the foregoing, upon the death of the survivor of Settlors, and prior to the distribution to Settlors' children set forth above in this paragraph 2 of Schedule "B", the following distributions shall be made: (1) The larger diamond ring in the safe deposit box shall be held in trust, by Trustee, for Settlors' granddaughter, KAREN VIRGINIA NOVACK, until she attains the age of 18 years, at which time distribution shall be made to her in kind. (2) The smaller diamond ring in the safe deposit box shall be held in trust, by Trustee, for Settlors' granddaughter, LAURA ANN NOVACK, until she attains the age of 18 years, at which time distribution shall be made to her in kind. (3) The platinum wedding band in the safe deposit box shall be held in trust, by Trustee, for either of Settlor's said granddaughters, as the Trustee shall detennine in the Trustee's sole discretion, until such granddaughter attains the age of 18 years, at which time distribution shall be made to her in kind. (4) The ring with five sections and four stones, known as the "Harem Ring" , the opal ring and the onyx ring shall be distributed to the then daughters-in-law of Settlors, in such manner as is agreeable to them. If no agreement can be had, distribution shall be made in such manner as Trustee shall detennine in the Trustee's sole discretion. (5) The remainder of jewelry shall be distributed to the then daughters-in-law of Settlors, in such manner as is agreeable to them after examination of such jewelry. In the event the same piece of jewelry is selected by both daughters-in- law, a coin toss shall be used to resolve the deadlock. Any jewelry not selected . . .... -. ..... .- .." . . .. . by either daughter-in-law shall be distributed in such manner as Trustee shall detennine in the Trustee's sole discretion. (6) The Seth Thomas pocket watch which belonged to the father of Settlor John A. Novack shall be distributed to Settlors' son, JOHN M. NOVACK. (1) The Gruen pocket watch with a chain attached which belonged to Settlor John A. Novack shall be distributed to Settlors' son, THOMAS A. NOVACK. (8) The Phi Beta Kappa key on the chain shall be held in trust, by Trustee, to be distributed in kind to the first of Settlors' grandchildren to be elected to that Society, upon such election. Should no grandchild qualify, the said key shall be distributed in such manner as Trustee shall detennine in the Trustee's sole discretion. (9) All photos and pictures of Settlors' sons shall be distributed to their respective daughters. (10) The oil paintings of Settlors and other oil paintings and other large wall pictures shall be distributed to Settlors' sons and grandchildren in such manner as is agreeable to them. Any paintings and pictures not selected shall be distributed in such manner as the Trustee shall detennine in the Trustee's sole discretion. (d) In the event that at the time for distribution of the share of any beneficiary hereunder such beneficiary is under a legal disability, such beneflciarys' share shall be held in trust by Trustee for so long as such legal disability shall continue, with the net income therefrom, and as much of the principal as the Trustee shall deem necessary or desirable, to be used for the support, maintenance and education of such beneficiary. WITNESS: u/~~ __ /J~~ DATED:n._7 1.1. ~.~~ Settlor fi~~~. h. h~ Settlor , 1993 ESTATE INFORMATION: FILE NUMBER ~1_19q7-07~~ ~qN i40-1~-Al?1 NAME OF OECEDENT (LAST) (FIRST) 1M" NnVACK .mHN A DATE OF PAYMENT h/08/1998 POSTMARK DATE O/OO/O()(t() COLlNTY r.IIMRFRI AND DATE OF DEATH COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT280601 HARR1SAURG. PA 17128-0601 RECEIVED FROM: [" STEPHEN L BLOOM ESQ. 10 E HIGH STREET CARLISLE. PA 17013 FOLD HERE PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT *' . , ~. .~ NO. AA 270186 REVtt62" {l1..B, ACN ASSESSMENT CONTROL NUMBER AMOUNT 1 I~l 1 "'/. ill r:; C:;~ FOlD HERE TOTAL AMOUNT PAID $6,415.55 vz HLC;'("-)T:;~;'::': r:".F \\,'II_LS "/- ./ ......",. RECEIVED BV///t.',/,' 1./ C J/ I M/J/ / ";('v 11ARY C. Lj(.JlSI/(,:'." /..7zfi REGISTER OF WILLS . / '7 REMARKSSTEPHEN L BLOOM ESQU I RE SEA[;:HECI<# 8267 -I""" --- -' -,- --. <-- --.. , -------------- ..__t v-.....,.~ -:,:-:~----"_...--~;JlI. ~,~.~.'... _<It:',_. , .., , , jS-dO,}. -7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. ZlID6al HARRISBURG, PA 1712a~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX STEPHEN L BLOOM ESQ TEN E HIGH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-10-1998 NOVACK 09-09-1997 21 97-0753 CUMBERLANO 101 A..ount R..Jtted C/ * 1IY-Il41U UP,".", JOHN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... iiEY:isW-EiCAFP-foF9'rnioricE-oF-YNHEifiTAifcri'Ax-XpPRi\-iSEifEN'r-,--"i:i-oWANCE-OR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NOVACK JOHN A FILE NO. 21 97-0753 ACN 101 DATE OB-I0-1998 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) 16. Aeount of Line 14 taxable at Lineal/Class A rate (16) 17. A.aunt of Line 14 taxable at Collateral/Class B rate (17) 18. Principal Tax Due TAX RETURN WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Est.t. (Schedule A) 2. stocks and Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets ( ) CHANGED U) (2) (3) (4) (5) (6) (7) .00 727.4BO,12 .00 .00 84.572.05 ,00 16.533,61 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. DebtslHortgage liabilities/liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non~elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) UOJ 17,520.36 2.3B5.29 (11) (12) (3) (4) (Schedule .1J NOTE: .00 X .00= B08.680.13 X .06= .00 X ,15= UB) TAX CREDITS: PAYHENT DATE 12-0B-1997 06-0B-1998 RECEIPT NUHBER AA242527 AA2701B6 DISCOUNT 1+) INTEREST/PEN PAID (-) 2,105.26 ,00 AHOUNT PAID 40,000,00 6,415.55 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paynent. 82B,585,78 1 Q .Qnr; 65- 808,680.13 .00 808,680.13 .00 48.520.81 .00 4B,520.81 4B,520 .81 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) A C' \Q co :J:J ?'f; ~ -..... ~("j ~;;- ,- E:: G, ~ o .~1 >,J v' ;-. -~. PURPOSE OF NOTICE: To fulfIll the ~8quitQ.8nts of Section 2140 of the Inheritanco and Estata Tax Act, Act 21 of 1995. (72 P.S. Section 9140), PAYMENT: Detach the top portion of this Notice and sub.lt with your pay..nt to the Register of Wills printed on the revers. side. --Make check or .oney ordor payable to: REGISTER OF MILLS, AGENT REFUND (eR): A refund of a tax credit, which was not requested on the Tax Return, 88Y be requested by co.plet!ng an wApplicatlon for Refund of PennSYlvania Inheritance and Estote Taxw (REV-1313). Applications are available at the Office of the Reglste,. of Wills, any of the 23 Revenue District Offices, or by callIng the special 24-hour answerIng service nu.bers for for.s orderIng: In Pennsylvania 1-800-362-2050, outside Pennsylvania and wIthin local Harrisburg area (711) 187-8094, TOOf (717) 772.2252 (Hearing I~aired Only). OBJECTIONS : Any party in interest not satisfied with the appraise.ent, allowance or disallowance of deductions, or assess..nt of tax (including discount or interest) as shown on this Notice .ust Object within sixty (60) days of receipt of this Notice by: ADHIN ISTRATIYE CORRECTIONS: --written protest to the PA Depart.ent of Revenue, Board of Appeals, Dept. 281021, HarriSburg, PA 17128.1021, OR --election to have tha .attar detorained at audit of the account of the personal representative, OR -.appeal to the Orphans' Court. Factual errors discovered on this assossaent should be addressed in writing to: PA Depart.ent of Revenue, BurGau of Individual Taxes, ATTN: Post Assess.ent Reviow Unit, Dept. 280601, HarriSburg, PA 17128-0601 Phone (717) 787.6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent~ (REV. ISO!) for an explanation of ad.inistrotively correctable errors. OISCOUHT : If any tax due is paid within three (3) calendar .onths after the decedent's death, a five percent (5%) discount of the tax paid is aliowed. PENALTY: The 15X tax amnesty non-participation penalty is co.puted on the totel of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax aanesty period. This non.participation penalty is appealable in the sa.e .anner and in the the saa. ti.. periOd as you would appeal the tax and interest that has been assesS.d 8S indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of death, to the date of payaent. Texes which beca.e delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annu. calculated at a daily rat. of .000164. All taxes which beca8e delinquent on and after January 1, 1982 wIll bear interest at a rate which will vary froa calendar year to calendar year with that rate announced by the PA Departaent of Revenue. The applicablo interest rates for 1982 through 1998 are: ~ Interest Rate DallY Interest Fl!!Ictor ~ Interest Rate Dally Interest Factor 1982 ZO% .000548 1987 9% .000247 1983 16% .000438 1988.1991 11% .000301 1984 11% .OOO3!1l 1992 9% .000247 1985 13% .000356 1993-1994 n .000192 1986 10% .000274 1995.1998 9% .000247 ....... -~Interest is calculated ., follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice iSlued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) da~s beyond the date of the Bssessaent. If pay.ant 15 aado after the interost co.putation date shown on the Notice, additional interest .u.t be calculated. PURPOSEOf' NOTICE: To fulfill tho requir..ents of Section 2145 (b) of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9145). PAVMENT: Detach the top portion of this Hotice and sub.it with your pay.ent to the Register of Wills printed on the reverse side. n "ake check or lioneli' order payable to: REGISTER OF MILLS, AGENT. REfuND (CR): A refund of a taM credit .ay be requested by co.plating an ~APplication for Refund of PennsYlvania Inheritance and Estate Tax" (REV~1313). APplications are available at tho Office of the Register Df Wills, any of the 23 Revenue District Officos or fro. the Departeent's 24~hour answering service nu~ers for for.s ordering: In PennsYlvania 1-800-362-2050, outside PennsYlvania and within local Harrisburg area (717) 7a7~a094, TDOI (717) 772~2ZS2 (Hearing I.paired Only). OBJECTIONS: Any party in interest not satisfied with the assess.ent of tax as shown on this notico eay Object within sixty (60) days of receipt of this Hotice by: -~wrltten protest to the PA Depart.ant of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA l7128~10Zl, OR -~elect1ng to hllve the .atter daterllined at audit of the personal representative, OR -~appeal to the Orphans' Court. ADMIH- ISTRATlVE CORRECTIONS: Factual errors discovarod on this assesseent should be addressed In writing to: PA Departeent of Revenue, Bureau of Individual Taxes, ATTH: Post Assesseent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone (717) 787~6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV~1501) for an explanation of adeinistrativelY correctable errors. PEHALTV: The 15Z tax a.nasty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Jllnullry 18, 1996, the first day after the end of the tax aenesty periOd. This non~participation penalty is appealable in the sa.e eanner and in the the saee tl.e pDriod as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: For dates of death on or after 10~3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return beco.as delinquent at the expiration of nine (09) eonths froe the date of death. For dates of death prior to 10~3~91, PennsYlvania Estate Tax based on the Federal Estate Tax return beco.es delinquent at the expiration of eighteen (18) .onths fro_ the date of death. Taxes which bDca.e delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annu_ calculated at a daily rate of .000164. All taxes which beca.a delinquent on or after January 1, 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate announced by the PA Depart_ent of RllIvenue. The applicable Interest rates for 1982 through 1998 are: Vear Interest Rata Daily Interest Factor Vear Interest RatD Daily Interest Factor 1982 20t. .000548 1987 9% .000247 1983 16i: .000438 1988-1991 11i: .000301 1984 lli. .000301 1992 9i: .000247 1985 13i: .000356 1993-1994 7i: .000192 1986 10i. .000274 1995-1998 9i. .000247 --Interest Is calculated o. follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (15) days beyond the dote of the assess.ont. If ~8Y.llInt is _ade after the interest co.putotion date shown on the Hotice, ndditlonal interest .ust be calculated. PURPOSE OF NOTICE: To fulfill the requlre.ents of Section Z145 (b) of the Inheritance and Estate Tax Act, Act Zl of 1995. (72 P.S. Section 9145). PAVHENT: Detach the top portion of this HotIce and sub.It with your pay.ent to the Register of Wills printed on the reverse side. n "eke chock or .utley order payable to: REGISTER OF HILLS, AGENT. REFUND (CR): A refund of a tax credit .ay be requested by co.pleUng an "AppliceUon far Refund of PennsYlvania Inheritance end E.tate Tax" (REY-1313). Applications ere available at the Office of the Register of Wills, any of the 23 Revenue District Offices or fro. the Oeparteent.s 24-hour answering service nuebers for foras ordering: In Pennsylvania 1-aOO~36Z-Z0S0, outside Pennsylvania and withIn local Harrisburg area (717) 787-8094, TOO' (717) 77Z-2252 (HearIng lepaired Only). OBJECTIONS: Any party in interest not satisfIed with the assess.ent of tax as shown on this notIce .ay object withIn sixty (60) days of receipt of this Hotice by: --written protest to the PI. Depart.ent of Revlilnuo, Boerd of Appeals, Dept. 281021, Harrisburg, PI. 17128-1021, OR --electing to have the .atter dater.ined at audit of the personal representetive, OR --appeal to the Orphans' Court. ADtUN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assess.ent should be addressed in writing to: PI. Depart.ent of Revenue, Bureau of Individual Taxas, ATTH: Post Assess.ent Roview Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1S01) for an explanetion of ad.inistretive1y correctable errors. PENAL W: The ISX tax aenesty non-participation penalty is co.puted on the total of the tax and interest assessed, ~nd not paid before January 18, 1996, the first day after the snd of the tax aenesty period. This non-participation penalty is appealable in the S8.0 eanner and in the the sa.. ti.e periOd as you would appeal the tax end interest that has boen assessed a5 indicated on this notice. INTEREST: For dates of death on or after 10-3-91, PennsYlvania Estate Tex basod on the Fedara1 Estate Tax return beco.es delinquent at tho expiration of nine (09) .onths fro. tha date of doath. For dates of death prior to 10-3-91, PennSYlvania Estate Tax basod on th& Federal Estate Tax return beco..s delinquent at the expiration of eighteen (18) .onths fro. the dato of death. Taxes which baca.e delinquent before January 1, 1982 bear lntersst at the rata of six (6X) percent por annue calculated at 8 dally rate of .000164. All taxes which beceee delinquent on or after January 1, 1982 wlll bear interest at a rate which will vary fro. calendar yesr to calendar year wi th that rate ennouncad by the PA Departeent of Revenue. The applicable interest rates for 1982 through 1999 are: Year Interest Rate Dally Interest Factor Year Interost Rate Daily Inlerest Factor 1982 ZOX .000548 1988-1991 11% .000301 1983 16X .000438 1992 9X .000247 1984 11X .000301 1993-1994 ]X .000192 1985 13X .000356 1995-1998 9% .000247 19" In .\)00274 1999 ]X .000192 1987 9% .000247 --Interest ls calculated es follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NoUce issued after the tax beco..s delinquent will renect an internt calculation to fifteen 05) days beyond the date of the as.ess.ent. If pay.ent is aada aftor the interest co.putation date shown on the Notice, ad~itiona1 interest .ust be calculated. P\JRPDSE OF NOTICE: To fulfill tho ,.qul,...nts of s.etlon 21'S (bl of tho Inh.,ltoneo .nd Estoto Tax Act, Act 21 of 19O5, (72 P,S, Section 9145). PAYHEHT: OBtach tho top po,tlon of this Hotleo and sub.lt with 'OU, po,.ont to tho Roolsto, of Wills p,lntod on tho revers8 sidllo ._ Make check 01" .ooey order paYllIblg to: REGISTER OF MILLS I AGENT. REFUND (CR): A ..fund of 0 tax e,odlt .oy bB 'Oquo,tod b, eo.plotlno on .Applleotlon fo' Rofund of ponnsYlvonle Inh."ltonco end EstBto T.x. (REY-I3l", Applleotlon, .'0 ovalloblo at tho Offleo of thO Rool.t" of Wills, .n, of tho 23 Rovonuo Dlst,let Off leo' 0' f,oo tho D.po,t.ont's 2'"hou' .n,wo,lno ,o,vleo nUBbo" fo, fo,.s ordo'lno: In Ponns,lvonlo 1"800-362-2050, outsldo poons,lvenla .nd within Ioe.' Ho"lsbU'O o,oa (717) 7B7"eOO', TODI (117) 772-2252 (Haarlng I~Blr.d Only). DBJECTlOHS: Any p.,ty In Intorost not s.tlsfiod with tho o..oss.ont of tox os ,hown on this notleo .ay obj.et within sixty (60) days of receipt of this Hotice by: --w"tton p,otost to tho PA OBpo,t.ont of Rou.nuo, Boo,d of APpoal', D.pt. 2elO21, ".,dsb"O, PA 17128-1021, OR --electing to have ttKt aatter dotor.IRed 8t audit of the personal represlIntetive, OR --appeal to the Orphans. Court ADMIN- ISTRATIVE CORRECTIONS: Faetuol o,'o's dlseouo,od on thl, .,soss.ont should bo add'O,sod In w,ltlno to: PA Dopa,t.ont of Rovonu., Buro.U of Individual Toxo', ATTH: Po,t Asso,s.ont Rovlow Unit, Dopt. 2B06DI, "."lsbu'O, PA 171'8-0601, phono (7171 7B7-650S. So. pa.o S of tho booklot "In't,uetlon, fo' Inhorltoneo T.x Roturn fo' a ROsldont Decedent" (REV-ISOl) for an explanation of 8~lnlstr8tiv.lY correctable errors. PENAL TV: Tho ISZ tax ..nost, non-portlelp.tlon ponolt' I, eo.putod on tho totol of tho t.x and Intorost .ssossod, and not pal' bofo,o Januo" Ie, 1000, tho fl,st do' .ftor tho ond of tho tax aonost' po,lod, Thl' non"pa,tielpatlon p.nalt' I, oppoeloblo in tho se.o .anno' ond In tho tho so.o tl.o po,lod .s ,ou would .ppoal tho tax .nd Int.,o.t that has been assessed 8$ indicated on this notice. INTEREST: AdditIonal ponn.,lu.nlo E.t.to T.x .s,o.sod as . ,o,ult of 0 eh.n.o on tho Fodo,ol Estato Tax closing lotto' .oeo.o, dollnquont ot tho oxpl,.tlon of ono (I) .onth f'o. tho dato tho final notleo of tho Ineroeso in Federal Estate Tox Is received. Toxo' which .oe... dollnquont .ofo'o J.nu." I, IOB2 boa' Into,o,t .t tho ,oto of six (OZI po,eont po, onnu. ealeulotod et . doll' ,ato of ,00010', All toxo' which boea.o dollnquont on 0' .fto' Janua" I, IOe2 will bo.' Intoro.t .t . ,.to which will u." f'o. e.londa' ,oe, to e.lond., ,.., with thot ,oto onnouneod b, tho PA Depert..ot of Revenue. The BPp1icob1e interest rates for 1982 through 1999 are: ~ Interest Rate DallY Interest Factor ~ Interest Rate Oaih' Interest Factor 1982 201- .000548 1988-1991 117. .000301 1983 16r. .000438 1992 91- .000247 1984 117. .000301 1993-1994 77. .000192 1985 137- .000356 1995-1998 97. .000247 1986 lOr. .000274 1999 71- .000192 1987 OZ .000247 __lnterest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --An' Hotle. Is,u.d oft., tho tax boeo..' dolln...nt will ,.floet .n Int.r..t e.leulotlon to flft..n (IS) d.,s b.,ond tho ...t. of tho ........nt, If pay..nt Is .od. .ft.r tho Int.,ost eooputotlon d.t. .hown on tho Notice, additional interest .ust be cclculated.