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Home My WebLink About97-00769 CUMIIERI.ANIl Register of Wills of ~~ County, Pennsylvania PETITION FOR GRANT OF LETTERS ESlal. at VONNE 0 , RAYMOND, No. d..1.=J9Q'l- (J'l1P9 IlKl known u late of PH. , County, /. Oeooaud S~ Seeumy No. 049-18-4257 East Pennsboro Township, Cumberland Carolyn G, Anstine PtDDOl"lIr1II.""O lMate '8 ~u..., 01 ~ 01 OlOel'.lWty(lUl kr: (COM?LETE 'A' OR '8' BELOW:) Ci A. Probate and Grant of lono~ Tostamonlary &I'd ....r INI P.tniono~.} I&i~ 1t101ft<1l1 tiLnamtd WI ....1..' WlI 01 tI.o-donLdalad October 28, 1994 &l'dood>d~'ldalod September 27, 1996. s..,.........CiI":Uft\.tlQa...e-.~.o..:1IrJI.JIICLII:lI'.-. Except as fanowl, Oeoedent dd n01 marry, WIlS not cfi'VOroed, and dd not haw. d\ikS born or mpt.ed &her ,xeoJtlon of the doa.rnIntl offered fer probata; was not the."c1im 01. lulling Il\d '11'11 newr adJudcatod inoompllbnt o B. Grant of lona", of Administration tdlI-l'IL1A.;~h4.0"""".""Ol;G~~ Poll!iona~.) 'Mr a prope< ..arch ha""o"" Ucertalned INl Oecedonlloh no Will and WII .....w<t by.... followV1g 'POU" r~ 1Il)').wl heirs: NItre Rolabon UlIp RasidonaJ ~- (COMPLETE IN AU. CASES.) Ar.Ad1aoo;O"\&i "","a II r<<a't.A.Ity. Oeoadonl w.. domiciled al do.ltl in Eas t Pennsboro Twp. , CumberlandCounty. Ponnsy~.. wilhJlaol1Of 1as1_1y orprincipalresidenoe.1 47 Golfview Road, Camp Hill, Pennsylvania, 17011-2036, (lL1l .ll'.... F'\umbet &nd tnU'\lop.aJrty) Oec:od8nL \hen 80 yo.." orogo. did September 14. .IOj1,L" 'M~ ~'--' /vt,""J.>{- ~~ I U"",.p l--\.:l \ / Pn I Lo6o!lonl Oeoedenlat death owned propeny W\m utimll.lOd VAlue. as to~: (If domioled WI PAl AD pern>rW properly (If nol domiclled WI PAl P....orW pcoperly in Pennsytvw>1a (If 0101 domiclled.. PAl P....onaJ propc<1y In Coonly Value of real ..law .... penn.ytvani.a si...toduIoDDWS:~~olfview Road, Camp Hill, Pennsylvania. 500,000,00 s s s s 100.000,00 \'In'\erwtol'l, Petitioner(l) respecttuny requ~"t{,) !tie probate 01 [he last Will and CodiCll(l) prelented with ltIil Petition and "e grant of iettBl'I in !:he appropriate tom to the undorlignttcf Sl"'naturu 17011 C ['.00' nled namo and rdSII:j,OnOl aro yn G, Anptine 11 North 24th Street. Camp Hill, Pa ~~(.!:~---,...._- , ~ Fonn IRW.' P-oe' 012 Preparfld by ~ PeMlyNat'UI a..t AuooltlCn ,ggl ~, /5 -.;),,03 - <{ Oath of Personal Representative Commonwealth 01 PennSY.lvanla County 01 ,,~Cumber1and The Pet~ioner(s) above. named swear(s) or affirm(s) thalthe statements In the foregoing Petition are true and correct to the besl olthe knowledge and benel 01 Petitioner(s) and that. as personal representalive(s) 01 the Decedent. Petitioner(s) WIll well and truly adrrinister the estate according to law. ('CiA. ~L~J1'<-' ~. IVI"'J--';:'~ (catolyn!: . Anstine) MARY C. - No. ~ I::J!l!/tJ- o'7l1J Estate 01 VONNE D. RAYMOND Deceased Social Security No: 049-18-4257 Date 01 Death: September 14. 1997 AND NOW, September 18 . 19 97 . in consideration ollhe Pemion on the reverse side hereon, satisfactory prool having been presented belore me. lT IS DECREED that Letters ~ Testamerrtary 0 Of Administration c1b...n..C.1.&.;~I\a;ClII,atI\C~dll"'~ are hereby granted to __'_ Carolyn G. Anstine in the above estate and that the Instrument(s) dated October 28, 1994 and September 27. 1996 described in the Petition be admitted to probate and filed of record as the last wfll 01 Decedent. FEES Letters .......,..,.......... $ Short Certificate(s).... $__!:.?~~- Renunciation ............ $ Anorney: M C. LEWIS l. \Ll.;: IS 10. t- ,., I. ~W~rll.l.am n. i\'n~t".)~ 7,~ 1 117 East Market Street' , 'n~) '0 Affidavits ( ) ........-... $ Extra Pages ( ) ......... Codicll ...................... 5 LD. No: $____ ---~~Q.~ 10.50 Add,u" York, Pennsylvania 17401 Z '~'i: :." L L J~:'. !.',\. JCP Fee ................... $ 5.00 Inventory .......,.......... $ Other ....................... $ Tolopt>on.: (717) 846-8811 --. TOTAL ............. $ 423.50 SEPTEM8ER 18, 1997 1,E'1"1'ERS AND ORDER '1'0 ATTORNEY Fonn.RW-' Pa;OZ oIZ Prlpl/ecl by It-.. penruytw'anio S., olA.lod/lJKln ISlQ1 '1''\,;, j, ,,, ct'nir\' Ih,II dlt' ,,,'''"11.11;'''' h,'", 1~I\TII ,. ,,,,,,,,,II "'1",,111"'" '" ""!',III.,1 "n1li"II, ", dl',IIh .I"" 'il,,\ ",Ii, "',' ,', I ,,,,,II(l'~j"r.II, Tht' ",;gllLlI <<'n1li"II" "ill hl' '''''',11.1.-.1 ,,, Ii" ''-Ill' \ 11,.1 I", ,,,.1,. ('IIi,,, ,,,' 1"'III,'"l'''' ,;:",,' III .. 'I ~" WARNING: It Is Illegal 10 duplicate this copy by photostat or photograph. h'c 1m till' ll'lnlll,Hl', S.'.\llI ",'~~\l\i'oip{";}, ""l'\"l" ,- -, '(f~ /~/ .....',f'.J.:.....' ,..' ....~'~\ I~ :,.-. 'J")' ,.:If; Ii. ";Ie \ I ~ a4'. i: l~J~....' ;,:.,1 \~' ~/ '".~rMiNl ~\ 'l;~.,/' ~%!..'.!!.1!~~' .12n~ fi?.,u.~~~ I 'll.lI 1{"!',l',tl.1I (/ SEP 1 5 1997 4564611 !),l{l" -.------.------ ~Cl. COMMONWEALTH OF PENNSVLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH KAME ~ CEClDlNT If... t.ldcM. u.l .. VONNE DARDIS AQa (LIIll &rNIYt UNDE'" , YUA - Do.. '" aPerna Ie SW"UNUIllUA SOCIAl SECURITY tiUM8EA ,,049 - 16 -4257 o"'eOf'OUlH~ 01,,_1 ., september 14, RAYMOND .-.,,,,, .....,- I P\ACl CWOERHlCl'><<. ~ ~- _...,........."on""'" ~ tK)SPfl"L ...D IPJOulpa/lll'fO oo.-.D IIRfHPlJ,Cl (CIy WId SW-OIfCftqlCwnuyl =1'110 om"'..... \UOoiltl.Oav,.' N RACf.,,_IrDI/I.lllIdI.'M\ll' .. ,......, to. Whi te SU$MV1NG SPOUSE """";lIW.-.-1 60 v., COUNTY 01 DU'H ClTY.IlOflO,lWP'OFDEAfH Camp Hill Boro Manor Healthcare Services UAIIll"L !lWUI. "'amtd ~"""oe<l.W\dlM'ed. """"""","'" Cumberland DE DENT'IUSUALOCCUl'lllJOH of~.;r=::~=r OfCEOENT'SfOUCAlIOH ~ tUOl'!I~1 lONO Ol' BUSlNES!IIINDUSTI'IV WllIOECfOENTEVEAIN U 5 .lAMEO ~Of'CfS1 ,..O...!;Ix ,", 17..D......liIC...nlllwwdWO 12. I). H.. sa.. PpnnRY 1 ,,~n ; M II OEClCENrSIUAJNClAOOREG8\Sll-Cty(boon, s...~CClOII OECEOEKf'S ACTUAL RESIDENCE ,...- ~-"'"' "'" - MO' Camp H'll Cumberland IlMftt/Ill)1 l1d.Ga==ol .... loIOTHER'SNAUEtF,..."'.ade.~SuI-1 II, Glad s Sherman 1tOI'00000T"S MAlUHO AOOREBS lSW_. CIyI'bwn. SIaIe.lip Co)II 211 N. 24th St., Camp Hill, Pa. 17011 PLACEOf' OISPOSfTI()N. NtlMoICftneltlV.Crllll&Wl LOCAJIOH .CIfyibom. SlaW., r,,~ ._- 1700 Market st, "., It fRHEA'SNAMEIFor..~.1.MlI t Gear e Dardis iiiiitlRMAHT'aNAWl(Ty>*,",1ll) I.E. J,.Hb pa ACT1NCIAllSUCH ,", llllM"'ill'''''I~.Cl''lIloeewrlod.'''I'''''.~.&I'(IpI-''' iId _...,.., $, I _ ~/bJ T1MEOfOERH OAfEP~NCEO \~.O&t.""'l . 5;ODfI';fI . ,", oQIJ'1 97 If.MKTI: ~.,.~,ltIjllriMlII~bDnIMlICflca\lNldllWlMaU\,DoIWII.nt...ltwmodilol~.tud'I"W~lII,.ql1l.IDI'Y'fI"',I/lfld.OfIw"'r....... UltOl'iltOM~IIfINCIl"'" ., M~udl'V<'-' Ol.II!TO(ORASACOtiSECOE EOf): ~'-"{" I a, 'AllIlf'll''''''''' IlIlIet\'III~ :l;IIIMludl1lalfl , , , I'IlRTI: CXNfIl\)'llftetnl~CIIl'IlIObW.Il)dNItI.br.A IWIIrllllllllll9",_I,I/ldertfW'C-lr*t",PART1. \: DOE to lOA AS" CONSEQUENCE Of): " , DUE 1'OtoRASACONSEOUENCfOfl: IHJUR't RWORK1 OESCAlIlf. ~ IN.NRY OCCURRED. OAlEOFIHJUI\Y \l.Il,lOCI.OIy,....MI fll,lEOFINJURY WERE AU10PSY FlNDlIiGS MAHHEROfDEAfH .uJt.A8lE PRIOR lO COUPLEOOH 01 CAU8l x~ 0 "'.....", ,..... - """" 0 ,,~.,.....~IOI'I 0 ...p ,..0 ...0 ...... 0 CouIdllCllbecMC.""lMd 0 ..... 0 MaD ., PlACE OF INJURY ,AI hO/N.lalm,lltHl,llClory, olf'g buokIInlI.llC:.ISp.;ly1 ",", lOC.<rlOHlSU_.Cqf1'g,otl.SlIl'l ,,", SKIHRURE ANO TITlE OF C1RTlfIER , ,{'--v..aJ.-....--~ C. It, - .... c::unIf\lllICMdlortrOllll .cvrrlfVlNQ""IIClAN(Ph~~C*IIIoIOMIl"""enoU\II""ytlt""'lWlllaro.nced.,....lt'(lccrojUl<<l"tf1'nl lo"llIfrIlol""~.OI.~"""IIII~'IIl'l4-''''Utld......,,...........,..........,...................... .pftOIJOU lCltIIl~OI:aR1Il"t'1HQI'tfYIlClANCPtlytClll'lld1P<gnCIUnf;oIIQOIaltl<Old(erlly#lOllIcau'IIoIClM,.l .,..........""""'~,dHIlIMC..,.,....t....llMI,dI...IIld~.II'I4....'aU'leUUll(.lllldman...........l...... ..,... ......... ~,/~;.( I u, IS"'. I 97 U l7u/1 ::i :'; ii; :i: ',I i: Ii: 'T i: ':ii; ':1' ! ::! 'Ii:" '!.. ':, 'i ,:: " , , , ! I :j!: ';:, i,;:! ',I '::i:: I;" :'; , ';;' :ii i :i t'i! " ;' "'I,' Iii "i' , il \. I, " ::i'l' II ,!i, ' ': I Ii: 'Iii, " ,,'I iii' 1'1:, 'I: i,i" :Ii ,i; , !i ':;L' " Ii: ~ : i i:i' 'I , , '1:1" '" ":i:'i! i':!i1' ::ii I' ':!II' 'II, , ' i: .: ',: " Ii: ",!' I, ": , i': ii: :il! Ii ,;: :ll,.':i: " :ii !I, " I 'ii I' " , ' I" " , Iii I ~ j' o::i; Ii " .l1-/qqJj-O'7M , I : i , , I , " '''!: , III ',,1 :ii " :'i ';i' ':Ii "Iii!;, ;,' '-Ii,:, I ~.,:;~ i! I: .:J',I_I ;: l~ :; il ' : I i : r: i: , ~ ~ Ii: : : ii. ~! / ';" ;i, '.'! "ii' ,I: I:, "II :i':;' <i:li . : ~ I j , ,i!::1 j:;' :' 'I: .;, i: "',Ii'" , I"~ ,I,r,' ';1 , "'1 !:' ., i!i II.: "~'I' ',I :i I':' iil: Ii I, , I, ", . i I" 'i , i i',': I j,; i i ! I': , I " I I, !''- I i i I I j,' I'" ,I, i::'; II I ',' ii " T i,[1 I ~ : i ' :i.T I i"~ i i i ~ i I : I'.:!: , I';,;,:,i: ,"il!' II:ill', ,.1, ;',:! ' :!I hi !'-Ii I"i Ij, Iii " , , I ;,,:1 I', ' " I' :;':' " r:: i 1;: :::;! :' i,:;, L:: i " : : : i ':.~! I , " it ';I! l I: :,,1: 'Ii!:,i: ;11:" " .-q:, r ;' o '7 ,,-.r') '9'"/ .,:"'. I .,) . ~.. Ck CU'1 ~--"t' . tl 'I' Q ;Z ~' = < , ... 'f"U .l.,\ 0 .- ~t en ~ ii z < ~ Iii 9 i ~ ::g~~.-8 ~ oll ~ Iii ;:! !:: ~ ,? 1 ~ o ~ Iii 13 0': .J:;"" ~ . Q <ol~"'..; l~ ,~l' 0 .... ~ <( ci:! ~ ;'0::;:'::1: ~ r::I ~ I: ~ 0.. Z ~ ~ z ..< N en ~ ~ .... u Q ~~: ~)l S .... < rF.l '. .... . ... .' .. . . "' " . . ~!. SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Comp Hill. PA Ii II I. I' LAST WILL AND TESTAMENT OF VONNE D. RAYMOND I, VONNE D. RAYMOND of East pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death, II - I bequeath certain items of my tangible personal property, not including cash and securities, in accordance with a written list made by me during my lifetime. In the absence of such a list or designation on said list, I direct that said articles be sold by my executor hereinafter named and the pro- ceeds added to the residue of my estate. III - On or about March 7, 1994, my deceased husband and ! made an irrevocable pledge to Worcester polytechnic Insti- tute, Worcester, Massachusetts, in the sum of $56,058, To the extent that this pledge has not been satisfied by transfers by my deceased husband and me during our lifetimes after the date of the pledge, I direct that the unpaid balance be paid by my personal representative as a debt of my estate, Vir( page 1 SAIDIS. GUIDO, SHUFF & MASLAND 2109 Markel Street Cnmp Hill. PA IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. 3% of said residue shall be distributed to Mount Calvary Episcopal Church, Camp Hill, Pennsylvania. B. 3% of said residue shall be distributed to Lowther Manor Lodge No, 7Hl, Camp Hill, Pennsylvania, co be held by the Lodge as a trust fund and the income to be used annually toward the purchase of a Past Master's Apron and a Past Master's Jewel for the retiring Master of the Lodge, or for such other purposes as the trustees of said Lodge deem advisable. C. 47% shall be distributed to the following beneficiaries, the issue of any deceased beneficiary to receive said beneficiary's share, per stirpes: l. One-third shall be paid to the children of my deceased sister, Dana Green. 2, One-third shall be paid to my sister, Mary Walsh, 3, One-third shall be paid to my brother, Sherman Dardis. D. The remaining 47% shall be distributed to the following beneficiaries, the issue of any deceased beneficiary to receive said beneficiary's share, per stirpes: 1, 33% to my husband's sister, Margaret R, Jaquith, 1/ j( k? page 2 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA II I I " Ii I' I I \ I , \ 2. 33% to my husband'e sister, Ruth R. Herman, 3, 17% to my husband's niece, Kathy Richards, 4, 17% to my husband's nephew, Bruce Usher. v - If at any time a minor child shall be entitled to receive any funds hereunder, the parents of such child shall act as guardians of the funds payable to such child. If there are no parents available to act in such capacity, then PNC Bank, N.A. shall act as guardian of the funds payable to such child. Such guardian may receive and administer all funds authorized by law and shall have full authority to use such funds, including the principal, in any manner such guardian shall deem advisable for the best interest of the child, including educational expenses without seeking court approval, VI - All inheritance taxes and federal estate taxes that may be assessed in consequence of my death of whatever nature imposed shall be considered a part of the expense of the administration of my estate without consideration of the conse- quence of the fact that some shares are subject to taxes and some are not, VII - I appoint PNC Bank, N.A., Executor of this, my Last Will and Testament. My personal representatives shall not be required to post bond in this or any jurisdiction. O() J, (? Page 3 IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ::u? ti- , 1994. C <,~L: "- day of '7/.-"/,, .' Vonne () i;{a.~"'I"'''! (SEAL) . Raymo Signed, sealed, published and declared by VONNE D. RAYMOND, Testatrix therein named, on this and three (3) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. p Name (I~t-u.---h I /1-1 l!- (,i{ Address I' Car !~ ,fG- Addrs'ss Name SAIDIS, GUIDO, SHUFF & MASLAND 2109 Matlcot Street Camp Hill. PA Page 4 " ... I SAlOIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA q I, i! II COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. '(./ ih~ L, {j~a.....I"rv.,;.,J Testatrix 'I t1L. Subscribed, sworn to testatrix, and~~~~cribed an nesses, this ~ day of before me by the me by both wit- , 1994. NotartalSeal . Jo A. Luxenberger. Nolruy PubliC Camp Hill Boro. Cumberta"o COunty My Commiss:on E.-;pires Mc:y 6. 1900 t^-.-- ..'.. '",",''' '.. ..".....,..'........ , " l:"i.\,. ,)~~_~\'O''''<\OIffl~~.~~~:'P'''''~''~~h';':;~';';,t;;;:~';-J:.::it!Xa':'~t~""i;;'il.'~}',;./",.i..:~::\,p:r.t:.::.}:m.,...~t4~~...,;~;',;'i."" ", i ;jJ 1'1 " ') , '- Cl Cu ! ~ ~ ~ ~ f%< "" ~ 0 0 <: Ii; "'''' ~ o<jt3 .C!::: ~ "'~ H ~ ~~ .'" H ~~ U H ~- .. ~:::: ~:g ~ . ~;..... .. :E if ~~ 0 ~ .......... U ._~ ~1i ~~ '" ~~ Eo< 5i! ~c7)- en .....:9- P<: 0 ~ H :> ~ ~ ~LL f%< ~ , -.. .. .. , . , \. ..... : .' ~ "' . . .. ~,. .. I, Vonne D. Raymond, of East Pennsboro Township, Cumberland ounty, Pennsylvania, do make, publish and declare this to be the irst codicil to the Last will and Testament executed by me on FIRST CODICIL OF VONNE D. RAYMOND ctober 28, 1994. I hereby revoke Item VII of said Last Will and Testament and n substitution therefor insert the following: ITEM SEVEN: I do hereby nominate, constitute and appoint my iece, Carolyn G. Anstine, to be the Executrix of my Last Will and estament. In the event that she shall have predeceased me, then nominate, constitute and appoint my nephew, Jeffrey Dardis Green, o be the Executor of my Last will and Testament. My said. xecutrix shall have full power to do any and all things necessary for the complete administration of my estate, including the power o sell at public or private sale, without Order of Court and ithout the necessity of filing a bond, any real or persona:L roperty belonging to me, and to compound, compromise or otherwise I AIlSlillc[& Spar cr . Ar01fjft1M/,.\.... settle and adjust any and all claims against or in favor of my estate as fully as I could do if living. '~W~~~"'~'~""7~-~"~"~"'~"''r''''.- . ....":\\ ,.......~.,.,.,--..,~..- -_."-. , '~~#;;'~}t~~~i~;l,rt{~,~,~,~~70::~T',7""'-~''''''''''':'H_~~'",..~,...~,~e~'~.~:._',.-,~.:\ , Anstine & , Sparler Artxv-.r'$~Il.Aw In all other respects, I ratify and confirm all of the rovisions of my said will dated October 28, 1994. IN WITNESS WHEREOF, I subscribe my name this S~I"I.~' 1996. ITNESSES: 1'--1 :t 1 day of Yfr/Vl-"\...G-' :1), Ffd~(clAL) Vonne D. Raymond f AI/slil/e& Sparler Ar1;)o\1~.j .'/.AII The foregoing instrument, consisting of this and two preceding ypewritten pages was signed, published and declared by Vonne D. aymond, the Testatrix, to be the First Codicil to her last Will nd Testament in our presence and we at her request and in her resence and in the presence of each other have hereunto subscribed "f\-, 11 day of September, 1996. ur names as witnesses this ~o~~ ~ of \.-.J~. is, ~l, of ~ "."'--""'^',., ,-,,,""'-'Y'."~'~ ~ ,'~fi REGISTER OF WILLS OF (Luul3C,*1..1tN1> COUNTY OATH OF SUBSCRIBING WITNESS \J\l.U,,-/V'-. V",. AWs-t\I.l~ liR.. codicil (each) a subscribing witness to the wilt presented herewith, (each) being duly qualified according to law, deposc(s) and say(s) t at T present and saw IIONNc D. (\'\.llND the testa! R I X. , sign the same and that I signed as a witness at the request of testat~ in b c::R.. presence and (in the presence of each other) (in the presence of the other subscribing witness(es)), l,) R 0 -- p, (9. ~..".L...,.. .t-- (Name) \ \ " ~'-" r ~\?<.'"\' <!or (Address) Yv (l (L. ~ IL . 114() \ (Name) (Address) REGISTER OF WILLS OF (\A...m.I?d{~AND COUNTY OATH OF NON-SUBSCRIBING WITNESS ~V1 ~, F\Y1S-f,'I1e. ' (each) a subsJriber hereto, (each) being duly qualified according to law, depose(s) And say(s) that 1: A1'Y\ familiar with the signature of VONNG- D. t1tY. fVIMJO, n , codicil testatX!:&- of (one of the subscribing witnesses to) the wilt"- presented herewith and codicil J: believe, the signature on the wllI- is in the handwriting of l/oNN~D. Qfr\lMVND to the best of IY\ 'i that knowledge and belief. .JAil" 1 iSGLi"'o-'o. - (Name) Z-I/IV. V-{~S1. (l0l1A,{,o }.l;11 fA I r- I (Address) (ro!f (Name) (Address) -'''',.....' N U-\ c\ ~.--: r-- a.. LLJ ,'/) ',:) (C a: 1-- S;" ~::, 0U ,~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Vonne D, Raymond Date of Death: September 14, 1997 Will No, 21-97-769 Admin. No, To the Regisl.er: 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 beneficiaries of the above-captioned estate on Sentember 25. 1997 Name Address See list of names and addresses attached, Notice has now been given to all persons entitled thereto under Rule 5,6 (a) except No exception Date: Sentember 25. 1997 r- '.-; ,~; n., ;:1 " , ';1\ '" ;:~.:. f' ~ ;..i... .~".....J LJU-l- Signature (\~ Name William B, Anstine, Jr.. Esq, Address 117 East Market Street York, Pennsylvania 17401 Telephone (717) 846-BB 11 Capacit:y: Personal Representative x Counsel for personal representative Anstine & 5 pa r ~~~NEYS AT LAw TEi I PIIO"I (71 7) 846,8811 TOll [riEl (888) 922,6784 [AX(717) 852,8915 11 7 EAST MAR"ET SmEET YOrl" PA 17401 December 11, 1997 Register of Wills Cumberland County Court House 1 Court House Square Carlisle, PA 17013 Dear Sir: Re: Vonne D. Raymond Estate File No. 21-97-0769 Please find enclosed herewith a check from the executrix of the above estate to pay inheritance taxes on account, in the amount of $120,000.00. This check is being mailed today with the expectation that we will be credited with payment within the ninety day time period. Please call if you have any questions. Very truly yours, LJJ., ~ WILLIAM B, ANSTINE, JR, WBA: fr Enc!. ~)~> WilLIAM B. ANSTIN,. JR, . KENNETH J. SPARlER . JOHN R. ELLIOTT . ANDR,W B, BROWN' . W, BURG ANSTINE (1910,1991) 'Also Admitted in Maryland _. "" '-', _ ;j,';~;JfOj'{~W~1i"^,~,'/,c.'""'-n"'''''''''l;'''''''.I''',, -;' .,,,_.,:~...'f"-'; ,.,.""...,... ..>~._.._.:~-~ .... -. ~_. .. ~ - . " -';.,. \. " "1 ,J , '" '" '" :l 0 ., ,., - -- -- -- : - -- -- -- : -- -- : : - 'liI - -- : r:--, .., ,.. , , :l i ~. 0 01 '" i ( ',.\ U ,.. .... ro 0 '..1 '" ,., :l r- i c. ~ .., .,..... ~ <:: tft , .... :l ~. ;;: 0 '" u '" <<: '" :l <>< 0'0 0 <::,., ,.. ro '" '"~ .., ~ .., ,.. ,.. '" '" '" :l .... .... .0 0 ~ onl'l u ,.. '" :l ro 0:: u .... u ~ iJ' N N 0!- N ... o r- ... 'j "', " ~ .s ~~ ,~ , ,. , " f. ~i " ., .,' ), r " ". " IJ " t .' .' " :.Ii Sj . :.~ cr' ~' ri ......(j <:D" ........<1:: .~ ~r .i: Cl._ UJ ,'. ~ "~ r--~ ~~ ;'J'" , {., ", " " '.ll.""" ------'-~.. f -;;>:;; ,.r" "........--... ~~::Q8 ~.~., . .' \, ,,' ~ ',; ~. < .~ /'~'" / ,f '~~,-' ;:,.., . ~I, ,~ COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG. PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ,. NO. f\A 242 553 REV'I1" EX 1""6, RECEIVEO FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT WILLIAM 8 ANSTINE JR ESQ. 101 '1;120,000,00 117 MARKET STREET YORK, PA 17401 rOlDHERE ESTATE INFORMATION: FILE NUMBER 21-1997-0769 SSN 049-18-4257 NAME OF DECEDENT (LAST) (FIRST) (MI) RAYMOND VONNE D DATE OF PAYMENT 12/15/1997 POSTMARK DATE 12/11/1997 COUNTY CUMBERLAND DATE OF DEATH 9/14/J997 REMARKS CAROL YN G ANSTINE C/O WILLIAM B ANSTINE JR ESQ. SEAfHECK# J 009 TOTAL AMOUNT PAID $120,000.00 CW '~ //cP. ' RECEIVED BY h' 0..(1 C!, "YI~/.l/A/ MARY C, ~r0IS '/}/l~ REGISTER,/QF WILL~ ~~~1~ REG!STEFl OF 'NILLS .--.---------------.- --- - -----. .---,-..-.------- ------ ? ,. " . " j ':'( ". ~ -- _..--~..--... -~~...---.:-~-.;,;U1i' ~'IJ'f;'.}~ ,~,~~'-"'.-- r . ~ \ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND \ J 5S: ---- ----- -_. ~----- being duly sworn ._._ according to law, deposes and says that she exec\ltrl~.__._, _..- 01 the Estate 01 Vonne D, Raymond late 01 __E.as.t._l'enns.b.oJ.o ..Township ,. _..._ ... ' Cumberland County, Pa., deceased and that the within is an inventory made by _Cill:clY.llJl._t\ostine- - ' the said executrix 01 the enlire estate 01 said decedent, consisting 01 all the personal property and real estate, except real estate outside !he Commonwealth 01 Pennsylvania. and that the ligures opposite each item 01 the Inventory represent it's lair value es 01 the date 01 decedent's death. Carolyn G, Anstine --_._-- -----.....-- ----- /1/ . !1M Cv ;f~fLt) Notary Public ..d "b".;b.d b.f... m., l (,;! l CV~..{" or . ~~~' '. Sworn May 19~- 211 North 24th Street Camp Hill, PA 17011 Addr.ss Date of Notarial Saal Flo A. Rider, NotalY Public York. York County My commission ExpIres Feb. 23. 2001 r.~ Year O.Y September Month 1997 INSTRUCTIONS I. An inventory must be filed within three months alter appointment 01 personal representative. 2. A supplement inventory must be filed within thirty days 01 discovery 01 additional assets. 3, Additional sheets may be attached as to personalty or realty 4, See Article IV. Fiduciaries Act 011949. () ~ ",' ...j S .,; \;/d 1'0'" ",,"qUIn t- >- 0 " I- W E-' ~ lHl'.:, ' 'p.,! 0< I- ~ I ~ w <( 0 " \ t- c.. l- e> ... u 0 Vl Z 0 " 0 w w 0 .0 0 ,.. '" Ll: 6\1 Sl .,ww 96.1 " u l- X c.. ;:;:: "' c I- ...J U. >< C ~ ~ I Z <( 0 ;;il c c.. I 0 U. ...J ~ LJJ <( w " ! 0 0< ~\ c.. i- f r); 1\ > z ~ Sll1t,' Z 0 '-' c ' )at] 0 , Vl Z "' 0 )0 ..' :':l"~'a!:l, .; 0< ~\ '" u z w <( W .,. c.. "'0 ! C ~ >: - -.: 0 " f=4 -" "'0 " E ~ ..!! ~ , u: ...J U ~~) Inventory of the real and personal estate of VONNE D, RAYMOND deceased Real estate situate in East Pennsboro Township, Cumberland County, Pennsyl- vania, improved with a single family, split level, brick and aluminum dwelling, on 12,BOO square feet lot, Account #872-46881, with Merrill Lynch, consisting of the following securities $5,000 Twin Valley Pa, SD Bond, 5.90%, due 10-01-08, 612.2006 shares Nuv, Pa. lnvt, Qual, Mun, Fd, 600 shares Muniyield Penn Fd. 100 shares General Motors 359,904 shares Federated Utility Fund 551 shares American US Govt, Gtd, Securities Fd, 1,259 shares Eaton Vance National Municipal Fd, 820 shares ML Global Utility Fd. Accrued interest on Twin Valley Pa. SK Bond Account #5W8-155934 with Masland & Barrick, Inc. consisting of the following securities: 520 shares Bell Atlantic Corp. common stock @ 76,B75, 990 shares Bell South Corp, common stock @ 44,75 8,107.933 shares Federated Fd. U.S. Gov't Sec, Inc. CI B @ 7.88 952 shares Southern New England Tele. Corp. @ 40.438, Alliance Capital Reserve Money Market. IRA Account held by Masland and Barrick, Inc" consisting of 4,622,36 shares Limited Term Gov't Fund Cl, A @ 8,70. Checking Account #Si400S1443, PNC Bank, Net proceeds from public sale of household furnishings, household $150.00 50.00 150.00 475.00 25,00 275,00 125,00 11 0,00 50.00 items distributed to beneficiaries in kind: 4 Hitchcock Chairs $ 80.00 Pine Jelly cupb~~n5 8 Tall Cherry Dresser 100.00 Chocolate Set 175: Wedgewood Set 400,00 Hooked Rug 25. 8 Clock 65.00 Chippendale Chaii50, Mirror 45,00 Baby Cup 45, 0 Cabinet 40.00 Corner Display s!!Qd 0 Victorian Chair 125,00 3 Prints 45, 0 Victorian Chair 125,00 Antique Frame 25, 0 Desk 350,00 2 Pocke t Watches 60, 0 The following Empire Chest 2 Hooked Rugs Dresser Set Server Plate Messiah Platter Hitchcock Chair Empre Stand Lamp Nicholas Papoutsis, real estate tax proration at settlement G.E. Cap Assurance, long term health care for month of August and September 1 to September 14. G,E. Cap Assurance, premium refund. Blue Cross, Medical expense reimbursement. Manor Healthcare Services, refund of advance payment, Total 134,000 00 5,083 50 10,229 87 9,144 00 6,718 00 5,017 06 7,185 04 13,131 37 13,161 00 133 57 39,975 00 44,302 50 63,B90 51 38,496 98 326 69 40,214 53 3,810 32 3,841 25 3,975 00 1,207 09 i I i 00 I , I 65 I I I 46 ,- 0 0" ?,fi .., .- $450,546 65 . ...1100 EX+ (1.9A\ ... % ... '" ... '" ... '" ... ... :lI::~cn ",,,,,,, .....'" ",,,,,,, ",,,,-, ..", .. < .... ..% ...... a:", a:% "'''' "''' 15-",,'-(;,3-~ G INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR DATES OF DEATH AFTER 12/31/91 CHECK HERE IF A SPOUlAL POVERTY CREDIT 15 CLAIMED 0 FILE NUMBER 21-97-0769 COUNTY CODE N/A (X) 1. Original Return 0 2. Supplemental Return o A. limited Estate 0 40. Future Inlerest Compromise (for dole. of dealn oher 12.12.82) IX] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust (AIIOCn copy of Willi (Alia en copy of Tru.') ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. "'ii','" 1. Real Estate (Schedule AJ 2. Stocks and Bonds {Schedule 8} 3. Closely Hold Stock/Partnership Inlerest (Schedule q A. Mortgages and Noles Receivable (Schedule 01 S. Cosh, Bonk Oepo!ia & Miscellaneous Personal Properly (Scnedule EI 6. Jointly Owned Properly (Schedule Fl 7. Transfers (Schedule 0) (Scnedule l) 8. Total Gross Assels (10101 lines 1.7) q. Funerel Expenses. Administrative Casts, Miscellaneous E;.tpenses (Schedule HJ 10. Debts. Morlgoge liabilities. Liens {Schedule I} 11. T otol Deduclions (Iotal Lines q & 10) 12. Net Value of Estate {Line 8 minus line 11} 13. Cheritable and Governmental Bequests (Schedule J) 14. Nel Value Subiectto Ta;.t {Line 12 minus line 13} 15. Spousal Transfers (for deTes of deoth aher 6.30.94) See Instructions for Applicable Percentage on Reverse Sid~. (Include values from Schedule K or Schedule M.) 16. Amount of Line 1 to lexable at 6% role (Include values from Schedule K or Schedule M.J 17. Amounl of Line 14 taxable 01 15% rote (Include values from Schedule K or Schedule M.) 18. Principal lax due (Add Ie}'; from Lines 15, 16 one 17.) 19. Credits Spousal Poverty Credil Prior Payments + 120.000,00 + Il~:&.r~ ~r.~ COMMONWfAUH Of PENNSYlVANIA. DEPARtMENt Of REVENUE DEPt. 280001 HARRIsaURC, PA 1712B.ObOl DECEDENT'S NAME t~A~t. fiRST. AND MIDOlt INltlAll RAYMOND, VONNE D. SOCIA~ SECURITY NUMBER DATE Of DEATH 20. If Line 19 is grealer than line 18. enter the difference an Line 20. This is the OVERPAYMENT. aD '.:T.f.l~ir.IiI'.llill"'II...t""il'l'II[;+.'ITiI!"""'':,1tTT':r.v:'Ill'I'IIIU..j.'I.H!tl'Jul,j,i ......::1 21. If Line 18 is greater Ihan Line 19, enter the difference on Line 21. This is Ihe TAX DUE. A. Enter the inlerest on Ihe balance due on line 21 A. B. Enter tho lotol of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE. Make Ch.ck Payable to: Registe, of Willi, Agent ;":U:.;,;\',1:',':'-.;.', >- ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH Jl-<::.. ~' t Under penoltie. of perjury, I d.c1o,e Inal I nave examined Ini. r.,urn, including accompanying scnedule. and "alemanls. and to tne be" of my knowledge and beliei. il isltUe, correct and complete. I declare Ihat all real est ale has been reportecf at Irue market value, Declaration of preparer other Ihon tho personal representative i1 based on 011 informal ion of which preparer has any knowledge. SleNATURE Of PERSON AESPON~llllE fOR fl~ING RETURN ACCRESS DAlE 049-18-4257 9/14/1997 I" A'PllCAIUt $UIVI'lINO "ouU" HAMt Il,AU, flUt AND MIDDlt INI1lALI NAME William B, Anstine, Jr" Esq. TE~EPHONE NUMBER 846-8811 :z: '" ;:: < -' = ... 0: < '" ... a: o ;:: < ... = .. " '" '" )< < <- YEAR NUM8ER CtI:tDtNn COMPlETt ,t,OCWIS 47 Golfview Road Camp Hill, PA 17011 7/15/1917 COU"'" AMOUNT RECElvtO (SEE INSTRUCTIONSI o 3, Remainder Return Ilor dales of death prior 10 12.13.821 o 5. Federal Eslate Tax Relurn Required _ 8. TOlol Number of Safe Deposit Boxes .',,;',J,'t-:.;.' ~'i'-:''1:';''~.::'' COMPlETE MAILING AODRES~ 117 EAst Market :llI(i'..eet York, PA 1740~ if ~ i:" JJffil (.1 (1 f'"'_ :"') 134,000,00 256,795,09 L- c::: z ~ ~ -0 W (J' Wf1 Ui 0 '.:<. - 0 1'1 (21 (31 I A 1 (5 I ~:;.L!)}c,6B 16 ) ( 7) 525.439.71 (81 _1,.Q8.l,3~.48 (91 62,077,50 6,448,04 68,525.54 (10) (111 (121 ...LlJ12,840.94 (1~ 103.092,02 1141 909,748,92 (15) x._= (16) x ,06 = (171 909,748,92 136,462,33 x ,15 = (18) 136.462,33 Discount 6,315.78 Inleresl 126,315.78 119) 120) 121) (2IA) (2181 10.146.55 10.146.55 .211 North 24th Street, Camp Hill, PA 17011 ACDRESS Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: . 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 . 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 . 1% (.01) will be applicable for estates of decedents dying on or ofter 1/1/97 and before 1/1/98 . Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES I NO I 1. Did decedent make a transfer and: a. retain the use or income of the properly transferred, ......................................,................ X b. retain the right to designate who shall use the properly transferred or its income, ............... X I X I X I c. retain a reversionary interest; or ................................................................................... d. receive the promise for life of either poyments, benefits or care? ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding deoth transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequote consideration?................................................................................................... X I I X 3. Did decedent own an 'in trust for' bank account at his or her death?..................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , i ! i I "I , I I I , - " CHARITABLE BEQUESTS Worcester Polytechnic Institute",........,..,..,...",.",..,.$80.428,61 Mt, Calvary Episcopal Church: 3% of Funded Revocable Trust ($268.046.25) .,.$ 8.041,38 3% of Residue of Estate: Net estate.....,.,..,....,,$1.012.840,94 Less Schedule G Transfers 525.439.71 $ 487.401. 23 3% of Balance 14,622.03 22.663.41 $103.092.02 ~ i. ~i~~;J:;'i;C;:;~;;;~,~~;~~.'q,;,~'.1!,f;l~i.f..if.~n~;.\~;rf.!.,\\'lJ,,.._),".4.'" .,'..~~; '".",'" ",- .~., "'''''''-''''-,:'"^ .....'?f'\'''.'...,~ ,...., REV.1l0l EX> 17.831 '. SCHEDULE "A" \ REAL ESTAT~ FILE NUMBER 21-97-0769 CPMMONWEALTH OF PENNSnVANIA . INHERITANCE TAX RUURN RESIDENT DECEDENT l_ ESTATE Of 1. Vonne 0, Raymond DESCRIPTION VALUE AT DATE OF DEATH (Proporty lolnlly.ownod with RighI 01 Survlvonhlp mu.t bo dl.c1o.od on Schodulo "f"l All rool o.talo .hould bo roportod at lair mark.t villuo which I. dollnod a. tho prlco al which proporty would bo uchangod bolwoon a willing buyor and a willing ..1I0r, nolth.r b.lng compoll.d 10 buy or ..II, both having roa.onablo knowlodg. 01 the r.lovanl lact.. ITEM NUMBER Real estate situate in East Pennsboro Township, Cumberland County, Pennsylvania, improved with a single family, split leve brick and aluminum dwelling, on 12,800 square feet lot. (Sold to Nicholas V, and Irene N, Papoutsis - Copy of settlemen sheet attached) 134,000,00 TOTAL 1~lso en1er on line. 1, Recapitulation) (IF more space is needed insert additional sheets of same size.) S 134,000.00 REV.l,S03 EX + (04.86) , ~:J~}~ -S1W~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS AND BONDS Vonne O. Raymond FILE NUMBER 21-97-0769 (All proporly lolntly-ownod with Right of Survivorship must bo dlsclosod on Schodulo F.) ITEM NUMBER 1. VALUE AT DATE OF DEATH DESCRIPTION Account #B72-46881 with Merrill Lynch (see appraisal attached) $5.000 Twin Valley Pa. SO Bond, 5.90%. due 10-01-08 612.2006 shares Nuv, Pa, lnvt, Qual, Mun. Fd. 600 shares Muniyield Penn Fd, 100 shares General Motors 359.904 shares Federated Utility Fund 551 shares American US Govt. Gtd. Securities Fd. 1,259 shares Eaton Vance National Municipal Fd, 820 shares ML Global Utility Fd. Accrued interest on Twin Valley Pa, SO Bond 5.083.50 10.229,87 9,144.00 6.718,00 5,017.06 7.185,04 13,131.37 13.161.00 133.57 2; Account #5W8-155934 with Masland & Barrick. lnc, (see appraisa attached) 520 shares Bell Atlantic Corp, common stock @ 76.875 990 shares Bell South Corp, common stock @ 44,75 8.107,933 shares Federated Fd, U.S, Gov't Sec. lnc, CI B @ 7.8 952 shares Southern New England Tele. Corp, @ 40,438, Alliance Capital Reserves Money Market 39,975.00 44.302,50 63,890.51 38.496,98 326.69 L.. " mor(' '~~"l~Co~ II. f].D71 ESTATE OF ~.I.'l .'1\ "'!'( :.u.- COMMONWEA.LTH Of PENNSYLVANIA INHERITANCI TAX RETURN RISIDINT DICEDINT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploaso Print ar T 0 FILE NUMBER 21-97-0769 (All property lolntly-ownod with tho Right of Survlvouhlp mu.t b. dl.clo..d on Sch.dul. F) Vonne D, Raymond N~~~ER DESCRIPTION VALUE AT DATE OF DEATH 1. IRA Account held by Masland and Barrick, Inc" consisting of 4,622.36 shares Limited Term Gov't Fund Cl. A @ 8.70 40,214.53 2, Checking Account #5140051443, PNC Bank, 3,810.32 (Anath additional 8Y.tH x l~H sheets if more space is needed.) 3. Net proceeds from public sale of household furnishings. Household furnishings distributed to beneficiaris in kinn. 4. Nicholas Papoutsis, real estate tax proration at settlement 3,841. 25 3,975.00 1,207.09 5. G.E. Cap Assurance, long term health care for month of August and September 1 to 14. 3,250,00 6, G.E. Cap Assurance, premium refund. 645.65 7, Blue Cross, medical expense reimbursement 551. 46 8, Manor Healthcare Services, refund of advance payment. 2,256,26 9, Annuity Contract No, 12005596 with Phoenix Horne Life Insurance Company. 105,380.12 TOTAL (Also ontor on line 5, Roco itulotion) S 16,?,~I}),,~~~_ \. "~"""'_"'N""".~.,"'." ~rv I!,!() (l. I: 1"1 ~ SCHEDULE G TRANSFERS PlfAse I'RIIn Of' TYI'I 'O~,M()"WI Al TH 01 P! 'Hl~,Y. VAlHA INHfRlTM~C( TAll: R(TURN RESIDENT DfCEDINT ESTATE OF FILE NUMBER 21-1))-0769 Vor.ne J), Itaymond THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE OUESTlONS ON TH! REVERSE SIDE OF THE COVER SHEET IS YES, ITEM I DE5CR1P1ION OF PROPfP1V rt.Clll~t('N faTAl VAllJE D~,~D gp~Nt[[~(;W.E~ NUMBER IflCludt, flr/ml' 01 till' 1'(Jnl'l"I'I~. t/n'If ",iOf'f)mli", f). lIl'CI'd"IlI, WJ" (I' "WI',"'f ()f ^~~rT lfJl IIllEH[:Jl I - i TOT ~~ (~ho cnler on !i~e .1... R.~c~p,ilulalionJ 1 S (If morc spac!' is nl'f~dl!d, Ifllt'r' (lddlt;onol ~hceh 0' wme 5iztl,j Funded Revocable Trust Agreement dated May 4, 1997, Carolyn Green Anstine, successor trustee, comprised of Account #5W8-155942, with Masland Barrick, lnc, (copy of account attached. Payable at death as follows: Carolyn Green Anstine, niece, 50% Jeffrey Dardis Green, nephew, 25% Ward E, Green, Ill, nephew, 25% j06,964.B5 2. Funded Revocable Trust Agreement dated February 22, 1977, PNC Bank, Trustee, (Copy of Trust assets attached) Payable at death as follows: Mt. Calvary Episcopal Church 3% , Lowther Manor Lodge No, 781 3% 1/3 to children of deceased sister, Dana Green 1/3 to sister, Mary Walsh 1/3 to brother, Sherman Dardis 268,046.25 47% 33% to Margaret R, Jaquith 33% to Ruth Herman 17% to Kathy Richards 17% to Bruce Usher 47% 3. Ii i I 13,000.00 10,000.00 i 3,000.00 10,000.00 13,000,00 10,000.00 II 3,000.00, 10,000,00 3,000,00,10,000.00 I Gifts paid December 31, 1996. Ward E. Green, III Jeffrey Green Carolyn Anstine Mary Walsh Sherman Dardis 4. Gifts paid April 15, Ward E. Green, III Jeffrey Green Carolyn Anstine Mary Walsh Sherman Dardis 1997, i 3,000.00, 3,000,00 3,000,00 3,000.00 I 3,000,00 3,000. 00 3,000,00 7,000 . 00 ! 6,000 . 00 I 6,000,00 I -- ,[ ]06,964,85 268,046,25 7,000,00 7,000,00 7,000,00 7,000,00 7,000,00 0,00 0,00 4,000.00 3,000.00 3,000,00 Continued" ,_ REV.1S10 EX+ 12.811 ~:J~:~" O\I..Wliu... COMMONWEALTH OF PENN5YlVANIA INHERITANCE TAX RETURN . RE~IDENT_ DECEDENT SCHEDULE G CONTINUED TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER ESTATE OF ~..___'_~' ,,_....w,. ITEM DESCRIPTION OF PROPERTY NUMBER Includo neme of the tronsforee, 'hoi, relntionshjp to clacoc/on', dole 01 transfer. ..------.--.-..- EXCLUSION TOTAL VALUE OF ASSET 5. Gift paid May 18, 1997. Ward Green 100.00 6. Gifts paid August 1, 1997. Mary Walsh Sherman Dardis Carolyn Anstine Ward E. Green, III Jeffrey Green 4,000,00 4,000,00 3,000,00 6,900,00 7,000.00 7. Funded Revocable Charitable Trust dated September 23, 1987, PNC Bank Trustee, (Copy attached) Payable at death to Worcester polytechnic Institute. 80,428.61 \ I I. ----.-... --..-..-.. --_.._~._-,._-~ --~ --_.~._~-----_..._-_..__._.._- ._T~T!-_~J~~~.~~~~~~~~!~.~!-,..~!~pi~~~~ionLj _$ 525 t 439.71 (If more spoce is nceded, insert additional shoeff of same size.' ------~--_..------_._~-_.._._---_.. --. IH\I,ISII t~. t788l . . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type i N.U.M.BER 21-97-0769 . COMMONWEAlTH Of PENN5YlVANIA INHERITANCE TAX RETURN RE51DENT DECEDENT ESTATE OF Vonne D. Raymond DESCRIPTION ITEM NUMBER A, Funeral Expens.s: 1. 2 3 4 B. 1. 2. 3. 4. C, 1. 2. 3. 4. 5'. 5. 6. 7. 8. Myers--Harner Funeral Home, lnc" funeral expenses Robert Lau, organist for funeral Our Daily Bread, after-funeral luncheon Mt. Calvary Episcopal Church, columbarium niche Administrative Casts: Personal Representative Commissions Social Security Number of Personal Representotive: Year Commissions paid 1998 199 - 34 - 9552 Attorney Fees Anstine & Sparler Family Exemption Cloimant Address of Claimant at decedent's death Street Address Relationship City State Zip Code Probate Fees Cumberland County Register of Wills Miscellaneous Expenses: Cumberland Law Journal, advertising letters The Patriot News, advertising letters George R, Dlsh, real estate appraisal Re/Max and Coldwell Banker, commission on sale of real estate Recorder of Deeds, revenue stamps for deed transfer Penn Pest Control, inspection of real estate Mark Dlsh, lawn care, leaf removal, etc. Bej:sy 'DeStephanb:and ':J. Minnich, cleaning inside of house Ian Spitzer, yard work and cleaning outside of house Mary C. Lewis, Register of Wills, filing inheritance tax return Mary C. Lewis, Register of Wills, filing inventory Mary C. Lewis, Register, filing Account Mary C. Lewis, Register, certified copy of will Reserve for additional taxes, filing release, etc, TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same si.e.) AMOUNT 1,763.00 75,00 300,51 500.00 25,000.00 24,500.00 423,50 60.00 204.49 250.00 6,700.00 1,340,00 30,00 375,00 175,00 120.00 15.00 10.00 134,00 2,00 100,00 S 62,077,50 UV.1S12'XtII.93j _~O . '~ COMMONWfAUH O' 'lNNSnvMUA INHUtJAHCf ,.... afTUItN IUIDfNT DlCfDfNJ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Vonne D. Raymond Plea.e Print ar Type FILE NUMBER 21-97-0769 ESTATE OF ITEM NUMBER DESCRIPTION 1. 2 3 4 Security Link, house security Karns Food, book account Manor Care Health Services, care 8/1/97 to 8/31/97 East Pennsboro Township, Sewer/Sanitation....,.....$87.75 Proration at settlement,.."...........",..., 41.97 5 6 7 8 9 10 UGI, gas bills. PAWC, water rents P.P,& L., electric bills Bell Atlantic, phone bills Vitalink, pharmacy bills Amount of checks paid by PNC Bank on checking account #5140051443 after date of death appraisal and before closing of the account. TOTAL (Also enler on line 10, Recopilulotion) (If more space ;s needed, insert additional sheets of same size.) $ AMOUNT 81. 64 22.77 4,473,74 45,78 166.82 55,36 261.87 53,17 950.70 336,19 6,448,04 .......,.... .1"'1~'J!" 1181. ESTATE OF ITEM NUMBER I. 2, 3. 4. 5. 10. ITEM NUMBER 2, J:'~'?l\ ..""Jfjlv; COMMONW(A\lH 0' '!NNSYIY,l,jl,l INHltnANCI TAll .nUItN IUIDINT DICIDIN1 SCHEDULE J BENEFICIARIES Vonne D. Raymond NAME ANO ADDRESS OF BENEFICIARY A. Taxable Bequests: 6. Bruce Usher, 30 Villager Road, Chester, NH 03036 Katherine Richards, Box 762, N, Chatham MA 02650 Ruth Herman, 8313 Fredonia Road, Richmond VA 23227 Margaret R, Jaquith, 22 Horborview Ave., Milford, CT 06406 Sherman Dardis. 345 Tauman Road, Orange, CT 06477 Mary Walsh, 24 Elm Street, Dover, NH 03820 7. Jeffrey Green, 2109 Campfire Court, Silver Springs, MD 20906 Ward Green, 211 North 24th St., Camp Hill, PA 17011 Carolyn Green, 211 North 24th St" Camp Hill, PA 17011. Lowther Manor Lodge No. 781, 2215 Market St. Camp Hill, Pa, 17011 8. 9. NAME AND ADDRESS OF BENEFICIARY I. B. Charitable end Governmental Bequests: Mt, Calvary Episcopal Church, 125 North 25th Street Camp Hill, Pa. 17011 Worcester Polytechnic Institute, 100 Institute ~oad Worcester,}~ 01609-2280. I I L FILE NUMBER 21-97-0769 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Husband's NePh1 0,0799% of the residue of estate 0,0799% of the residue of estate 0,1551% of the residue of estate 0,1551% of the residue of 'estate Husband's Niece Sister-in-law Sister-in-law Brother 15-2/3% of the residue of estate 15-2/3% of the residue of estate 5-2/9% of the residue of estate Sister Nephew Nephew 5-2/9% of the residue of estate 5-2/9% of the residue of estate 3% of residue Niece AMOUNT OR SHARE OF ESTATE 3% of the residue of the estate , 80,428,61 .... TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAlso enter on line 13, Recapitulation) (If more space is needed, insert additional shoots of same sizo) S ..."" 1: ((. 't. . H._ Ht:;;~~l........~~.....,-"I,..-~r.'flr...... . _~~~.....rl-"'--'-'-' " I. J .. 0t.ttJi 11 N'> rl,</Z. Zlf /jJ. ',f/) 2'f il-l sl, C. , LI / 701 / B~L; ROWE: ~~ ~~~~t 08 . AU 2276L 2505 Ritner Highway · Carlisle, PA 249-2677 249-1978 Jl'uction Is Actio~'Call "ROWE';.or Satisfaction II SELLERS NAME f () JlIIE jJ -dr..II/MIlI!') G !/-If'''Z:. DATE ~, /f, (?'l I PHONE 7.i7-9<.::S-O ~:~EER% /],,- AU' 0 /tJ- ," ,~ . , ~f:,",'t.# , 7' I DESCR~\T.!?N OF MERCHANDISE CAr;:sr lr~j'iF<;r {)IJK:' ~;'\Ji:J<;'sr(?R. .fJD /')4;./7J113!? CA-h 7n~# " i I J',,-; ',j I iP"?? PI!/' .LI 4,./1',17<:-0 ( n.l1-,~" 7. ;LIj:JP/J Chh1 loP"; ('1~/4//'7 /Jl!(!()~, ~~ 7. ~"'7/~ 1-5~7T5., ~AR~ff J';;'~o (')/-J7)?7" ;?1~h./.-;2 ~7r c.our~//J"-; h/U/~R>, /n1ft16<IJ.S. 'J,U-ur><-<:. <~M,e;;; MkA<;,'... .L #/>15_ ~MO;';;~ c:'~'A/4 \ If'.... / --Zr?otJ97?J,v"2 C::?',.,;~- [;.-1- 4/Ll~5, 1JA7T~~ ,<'/A-sS:, /J1,rc a~~ ~L~ 1..p0..D ~*,-. 09.Na& .s'77~K~ dMK{ ~tf. ~~l7-kj i ~~Ol<.: .d/e lVe~, 0" /-1 R(')~u ".:~,:) c:~ . ' ....... \ , ADDR'ESS OTHER .... AUCTION DATE/LOCATION / )(\ 1/ I Commission the Auctioneers to sell the merchandise to the Wghest bidder by Public Auction. Merchandise , to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen. tative of the merchandise, goods and or property and have good title and the right to sell and that they are free , from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of titl~t,~ purchaser,)Jl ee to hold harmless the Auctioneers against any clairnS'iil'the nature referred to in ... thi,s agre ent.?])" .' . ' I ''IJ' "Y/ ...".' '. . (~" .'A \ ' (' (t:'~^" c. (Vtv;l~ tt~ '..-.. C rON SI,GNATURE 'c; SELLE}S SIqNATURE Total Sales (Clerking Ti~~et~Attached) $ ~ 237 2 Less Sale Expense: --SS % Commission Auctioneer .- $ rz ~ @:> l I - .....---% Commission Clerks $ OTHER: ~ I;:' As If , --- A J)();? ,q [, If1 { - I , TOTAL SALE EXPENSE DEDUCTED $ .....:'. ,/......-'). . ',SELLERS NET $ (/ (~~QA& ~~C.O~'_" .\ T'rTrfl"! C:Tr."! ,\1'flTlF I ?/::;' ~~ 7 c;;-:e '2.:; q' ~ "3el\-\ ,2~ .'\..... .. "., to'd ltIlOl Y"'l; .ulnac.lIll,A. PII/.huIJ:h. rA 1;26~ Decedent Reporting USX Tower 21st Floor PNC Bank 21st Floor 600 Grant St Pittsburgh, Pa 15219 March 5, 1998 William Anstine Jr Esquire 117 E Market St York, Pa 17401 RE: The Estate of Vonne D Raymond Deed SSN: 049-18-4257 DOD: 09/l1l/97 D9ar Mr. Anstine: PNCBANK ChQCking Account #5140051443 Please find the date of death information you have requested listed belovo Vonne D Raymond DOD Balance: $3,808.44 + $1.88 accrued interest Sincerely, <?n ~ ~ I.j(? Michelle Przybyla/gf PNC Bank Mp/gf '?~ :!r- ~ J J . ,t It,;4a:1f Jd . -~",~"''''''--~'--''''''~~'''' Established 09/01/75 :::-::7?0 ~'::~T-'=ln_~H!l 'J. .J.',~'.;:'l;\;:'~"/:,~' pagc two RE: Vonnc D, Raymond E~tatc Scptcmber 29, 1997 DMTC C1F Vonnc D, Raymond IRA 4,622.36 sharcs Limitcd Tcrm Gov't Fund CI A $ 8.70 $40,214.53 Phoenix Home Life Mutual Insurance Co. 36.299,5573 shares Variable Annuity (contract no. 12005596) $105,380.12 Also for your records, please be aware that there were no accumulated dividends or interest as of V onne's date of death. Please call me if you have any questions regarding this information, Sincerely, 'l3iiA--4a'€- Robin E. Rowe A, SETTLEMENT STATEMENT U.S. Deparhnenl 01 Housing and Urban Developmenl ~ ,r "..._----~.-_..----_._----_._---_._-- . " -- .Q..lyJlLQLl.llAn '-r .:".." - r-:;;:-~":;:----r~::;;;;:;:':::': ;,:-:-~;-;-- , - ilIA , - r...IIA , - ro... Unln, . - " . - CO>l.Ioo, --1U'1L______ ---- ---- C. NOTE: lhll 101m II 'umlahed to give you III lllnlornonl 01 neluol ~olllom(!n' cosls. AmounlS Jlod 10 nnd by tho $otllftrlllml Ayellt 111ft ,ho~n Item. ITlllked (P.O,C,) welo paid outsldo tho clo,ing; limy AID shown horo 101 klformaUen pu'posos And Aro nol 'lcluc.led III Iho lolnl\ D. Name and Add,,,,, 01 BOIlOwe+' E. Nnlllo IUld Add.ou or Sllll~r r. Namo and Add,on ollor1dor Nicholas V. PlIl100lsls [slc1l~ of Vonnp. D. Rot)molKI Irene N. Papoutsls -,- G. P,opefly loeallon II. Sottlomont Agent MJ5lracting Compilny of tJduJlhln County 41 Golrvtew Road Call'4l11111. PA 11011 Plnce 01 Solllernonl I, Selllemonl Tox Hap No, 09,20,1650.069 1701 Ilorlh rront Slrt'el Dale lIarrlshurg, PA 11102 11I11191 J. ,nc 9 I'S TRANSACTln,,: K. SUMMARY OF SELLER'S TRANSACTION: IMIl,nOL. I n".----';;:;;;;- 9"..nw., -';;;;;:<>,n.. Amn"n' D'" T" ~.II., lnl_r.nnlr , 134000.00 4"1 ....,n1rll,.1 <:lllt>", ",;,." 134000,00 -,-0,: p I 4"2. Personal orooertv ltl~~ _~"II"'m,,"1 "h.r..... I" h"n"w'" '11n" 1~ 1466,50 403. 104, 404 105. 4"", , In' lI.m. "Olrl ~ .0110' In dVRnce Adlustments for Hems cnlrt h.. ....11 r In advanl'!@ I I n IAXAOl .- '"0, i wn IIlX"" 'n r "".X'''' 11111 'n 12131 59.56 4nl Inlv lax!!!: 11111 'n 12131 59.56 [,nA, A<:caum"nl<: 11111 ~ 05130 1147,51 408. Assessments 11/11 to 0&130 I 141.51 lnq. SPWl"r and Trash 41.97 409, Sewer ilnd '1rash 41.97 110, 41", PI 411 112. 412. I'" "An.. AM""NT ""0 FAnM BnAAnWEA 136 11\,\6 42", r.AMO AMOUNT DUE T" oELLEA 13\ 249,06 I ,on, . PAid Ru n, In Bohall of 9nrr wo, I.M~ Rod".'lnn. In Am""n' D"o Tn ~olle' Iro1D &11 r rn .~. m..n.... 1000.00 I ""I. Ex Ollnn<:it t""" ins;;-"~trnn<:l 2n2. P,In,.In,,1 am"""' ,,' ""W In,,"',,\ 11:1'I2 C::""I menlch I "n r ,'lin" 14nt\\ 8070.00 1203, E,'''.o "",f" "k , ..,>On" 'n I-~n... Exle'lnn In,,0,..1 h'k"n .."hi..,., ,,, I,",~ 1:"4. p.." II ellirsl mOl'" I , I~ 505. Pavel! 01 second mOlloaoe lean 120''- 506 ''''1 507. 1208 I ~O"; r;;;a '"", A n" In, II.,;;~ "n""1 bu.e I , Arlluolmonts fn, I'em' "nn'lrl hu selle, 210. Cllun'wn l..~ 'n 510. Cilvflown la~es 10 11. r.""nl\, I,,~.... 'n 1:11. ('.., nlv la~"'s 'n 212. A"l!:AssmAnl<:. 0 1:12. A"""'" m n'" - '" 21' "', 14, '14 "<, .0'0, 218, 516. I.il 11:.17. I"., 518. 210 I 1:10. I,,,,. TnTA' PA,n OV~". BnAA"WEA 1000,00 I '2" TnTAL AOn"Oll"N AM""NT D"E OEllOA 8010.00 I"",. CAAh AI ~olllomon' Frm M T Bnrrnw., '-0""', ..., h At ~olll'm.n' T^ ^' F,^m 110' 13Dl. Gr Ir m ......rr...w..r 'IIn" 1om\ 13611\.56 Ir."l.r-r amnunt 1 r Iin"Jl2'" 13\ 249,06 , IIm'"'n''' ....I... "'u1f"r h"rr"w"~fn" 22m 1000,00 '~',"o r"""cllon amounl due seller {line 5201 6010,00 303, CASH rRllH O"AA"WO' 13511\,56 '"',O^<H 10 SE'LEA 121170,06 Q~!:IQ 1~02 \W~~ '" P'i ''''~J''>A''tlO. or "" ''''''' ."."""' w",. TH' "" "Lt. '"' '''' "'~ """'<0, "" "'''''ES "00" to ",,"DC' "''' ..,."'"",1l0N OCI.WEEN /1/' ~ - ,'. , ' V. -:" _ L'(Ltt(.J')l ( Ii. )J'J/Ilf:L.J ~ . .-1' J -i:" "",""""",, '''''' o' Yo""," "'Imo" J ,,' ) .i4-t;:.. .,L,j(. :T",~/I i..~, p" - 'iirrri'ji"Duli'NII'" -1l1Y"'/U,,"O"" nesr'^. IHl n)!i.2 ." nEV. HUU I {3/B61 ~ 11.<; WI'^'JlMrtlT III IllJll~IUti Mill 11I1llMllllVl101'I;\UiI SETILEMENT SIAlEMENI P.AGE 2 CSETlLEMEin CHAjjGES:,---~----fjlTliJ:':-iil;,j--- ----,-- -p;.iinii6M 'pAiiHii6M- 100. forAL SAl.ESlun~UM"Mi's~~i~~~~~~;i-~I;'P;;~~~- tj4:~~i!f~~_{~' -~=_=~~~_:.!.61-'-ijlj BORROWER'S SELLER'S Dlvlslon 01 CQmm~''101l {line 1001 ~.sJ~~~~~__.__,._.,__ ..--,--.-------~.-------.---.-.-"-- FUNDS AT FUNDS AT 701. S 3.995.0010 Illllil\l ReJlty A....C1rlo\le.. ---- SETTLEMENT SETTLEMENT 2,lD!),OO 10 (ol\lff!lI U<lnll:'T I~..&i~' .-.--.---..- 702, I --- ,-- 703. Commlulon- olld a' Selllolnenl .. =--==-6Joii}ii 704, .. BOO. ITEMS PAYABLE IN CONNEC'fiain'iiTiHaAii ,,. .-- 801. loan OIbnauon reo .. 802. loan Discount .. 803. AoofllSal reo ---~---- ---~. _.,--- .-_..~-"- I. 804. Ctedlt ReDOII \. 805. Lendef'. Insnecllon foe I. 806. MIa, Ins. Aoplk::allol\ Fee I. 801. Assumollon Fee I. BOB. 609, 810. BI1. 900, ITEMS RE:lUIRED BY LENDER TO BE PAio IN ADVANCE 901. Inlelost Irom I. @. Iday 902. Morttlooe Insulance Premium for I. 903. Hazard Insurance Plemk.!m lor '" \. 904, 905. 1000, RESERVES DEPOSITED WITH LENDER FOR 1001. Ha:.ard Insurance mo.@$ Imo. 1002. MortaaIJ8 Insurance mo.@$ Imo. 1003. Cltv Pronef1Y TllX&S ma.@$ Imo. 1004. County Prooelty TllXes mo.@$ Imo. 1005. Annual Assessmenls mo.@S Imo. 1006. mo.@$ /mo. 1007. mo.@S Imo. 1008. mo.@$ /mD. 1100. TITLE CHARGES 1101. Selllemenl or closing Ice I. 1102, Abstract or tille search ----.....-.. I. "03. ii11e examlnal10n I. 1104.1ille Insurance binder I. 1105. Oocumenl Pre0810Uon I. 1106. NotarY Fees \. 1101. Attorney's feGS I. (Includes above Rems No: ) 110e. Tille tnsulIlnce I. llncludes above items No: I 1109. lender's coveraoe S .... '110. Owner's COV8Ul.ae $ .... 1111. T1tle Search MCOlConestoga Tille 100,OQ 1112, 1113. 1200, GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordlnn Fees: Oeed $ 26.50 : MOIl1J8oe $ ; nolenses $ 26,50 1202. Clly/counlY tlWSlamps: Deed $ 1.340.00 : Morl'ila'ile $ 1.3'0,00 1m. State Ta.:rJslamos: Oeed S 1.340.00 : MOlloaoe: $ 1.340.01l 1204. 1205. '300, ADDITIONAL SETTLEMENT CHARGES 1301. SUN"ey I. 1302. Pest Inspection \. Penn Pest Control 30.00 1303. 1304. 1305. 1400. TOTAL SenLEMENT CHARGES (enler on lines 103 and 502. Sectlons J and KI 1.466.50 8.070.00 ~~^,Im 01)05.2 ..flE'I.~~ ,,- ~ t, :;.... ~- '::c. " " c - -< ~ "'. ::.~ -<: -, ;: ~ b ~ (. -< <:> r. C . " ': " o c r, "' ~, I- ~ Co <:> o .' 0; o. c C- o " g '" c c, Co ~ Co Co " " I- 0, o g g t ~ " ,. ~: ~, 0: c: r; ('; !"; t'j <: "- I- " <: (. " c "' '" <: "' I- Z tr. 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[:?- M M '" co Oo " ". .,. '" " I- o 0 " ., r; ("I o 0 " 1;": '" co o I- C'-j " r. " 0- r. " '" r, . " ~ 2 <- ,'r '" co '" Ii:: 1", .,. '" o '" " '" o " r, o I- c '" '" o o c. o I- o c c " Oo " '" 2 -< L"J 1". " Co r; o o o Ifj 0- 0- ~ r, e c: <- c. "- f: Z l- e.: "- o .,. c <: .. '"" ~-J'" -'" .... ....c... (Ij ("., I- Co - ~ '- z ... ~ '- Z I- " "- Z I- '" '- Z ~ ,r, c' " -c. - 'oJ ~z~ Vi =. c <t::::: l:..~C ~.... t...: C' <:. " c ~ ~'. ~ r,:. C. ("; l.t.'........ r. U', ..: It. C~ -.:::...... l.;..::...... 3 f".'" -'-<- ~<: ..... c L::;-.' <t- ~ ~II..- zz~, ow.c. W~..cC'" .. .. .. = Co '" c:' ~ r: '- .. .. .. )- C c. U. ..... h ....; 1".Lj .... or-J < t: ~, :. =- ~,~ ~ - 1'=~, " :3 I. ~ t: ~ lr ~ ~.) ~ ;;L:.":::: _ ~ L",{' W Ci C C. .. . . . . . -' <: . >: . . .. C l- E <: l- e:: .. .. ., .,. Lo; c. rr ,'. '" ~ f'. c::: --... c.. tr.' .. .... L""; C. ;:., - ~, L" ::ice: t'l C. ~ r'J < t.:.: "_ u.;.:t:lt. '==!.l..:_C <: E ~4 t~. <: c. r: "- " " _r-=;= r.:.,','"i;:: "- - r. <: N()- - \.l.! C. '. U.::::C":" .... r.J.- x.... ., 02:-Gtf '-U;Cc. c , , .- . , 1 " ~ ~ ,. C . C ,', , o C ~ <: ", " e:: " " -< ~ - ~ f. I- "- '" " " -< , " '" ~ '" " " " g C C o II, -< '" c. " ", '" '" .,. Z Z I- ~ '- .,. Oc.Z Vi 0" .... -O_~ ;:.-:c'"' l!; c, Go:'''"': ~I- <::,<:: "- , - '"""'< I- <.: ~ ~ ~~. ~ ~:' ~-: :::I.o.:":r, I"'"" =,', C. ,::; ~.~ '(: .::;.....1.;.;1 C :::0- ~::2'::;~ ~-;.! :> I- C.... <: 2' .0- = L.J" C. ~ ~ .. . ., .. ;: . ... .. .. .. .. IU) .IJl'.' I .'..... b"to VII""'" SIll,..., or 'ar c.c....lty 0"". pt S on Nigh/Act ~..IIld EoU.I of: '/tlICII1I D. IATIIIII ."",rt typI. DOl' of On'" N_ of .......'.1... f .11. 101 ~, """ lRl/.r Dlv .I'd In. St<ul'llY Adjua't.-rt;, Ace.N.1ls Vlh,. Dnl of O..'ht VIIUlU", Dltt: 'roc"'-"" Oatl: ~/14/'''''' ~/l'(1'197 101S1/1'197 11 10000 ClNTIAI. IlUCd PA StN DIS' (1S1735lXOI 10al DTDI 06/01(1991 Moll 02JD1flOO6 6./IlI: 0\l/1111'197 106.astoo 106,59300 A/I ~11511'197 100.eooco 106,64200 All Int: 08/01/1997 '0 09/14(1997 2l 15000 LAIlCASTER CIIn PA _ AlITN ltV (51~'1It6) 10$1 OTD. 10/01/1989 IIltl 10/0'/2009 T.ll 09/12/199T 107.91300 107.T0600 All OO/l'(I99T 107.93100 107,72600 All In" 04/01/1997 t. 09/14/1991 l) 1??oo PINllmvAIllA ST "O~ [Dl 'ACS tLGWMIV . (709171111S1 1051 0'0. 0210111989 Mill "(01/2008 7,351 0\l(12/I'197 101,6"00 101.57000 All 0911511997' 101,60600 101.56300 All 106.7'-6750 10,674," ".22 107.819000 16,172.15 W.21 101.558250 In.' 05/01/1997' .. 09/14/199T 4l 1??oo OlEASAII' VT 'A sca OIS' (72877_, IDS! 0'0: 11115/1994 Ill" 113/"/11- 6,151 0\l112/1'197 104.93600 104.69'3llO All 09/15/1997 104,97000 104.72700 Al8 104,as15oo 1M' 03/15/1'197 '" 09(1411'197 5l 400 SIIlTIlUII CO (S4258710n lI1Si 0\l/12/1'197 22,18750 21,61250 M/l 0\l/15/1997 22.3,.,00 22,06250 MIl 22,109375 10,15&.53 271.54 10,483.15 505,79 a,S43.75 W.,S33.1.6 Tout value: lo~t ACc:rual t To..I: $57,474.02 11,140,76 pl\)(.. \If\ TAX I=R~'E: ::r:Nc.OfY'\~f'D Lo,GdlJ>CC05l.Q ") C),2ll.> oa~~.5q ,og,' lhis report wa, produced by the M_S'.tn S.rytc_ of E't.te VIlUlliQO$ , Pricing ,ystems. tnc. If you have queatfgns. pl.ate cont.~c evp SyltOBS et (a18) 313.6500. ext. 10Z. A. Trustee shall pay the net income therefrom to Settlors and the survivor of them for and during their lives and the lifetime of the survivor of them, subject to the provisions of Paragraph V, in such periodic installments as Trustee shall find convenient but at least as often as quarter-annually. B. Upon the death of the survivor of Settlors, Trustee shall distribute the then-remaining principal and any accumulated or undis- tributed income to Trustees, Worcester Polytechnic Institute, a Massachusetts corporation, located in Worcester, Massachusetts. III The principal and income of this trust shall be free from antici- pation, assignment, pledge or obligation of Settlors and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. IV Trustee shall have the following powers in addition to those vested in it bylaw and by' other provisions of this trust, applicable to all property, whether principal or income, exercisable without court approval, and effective until actual distribution of all property: A. To retain any or all of the assets of this trust, real or personal, including its own stock, without regard to any principle of diversification or risk. B. common trust funds or others, without vania fiduciaries, of diversification To invest in all forms of property, including stock, and mortgage investment funds whether operated by it restriction to investments authorized for Pennsyl- as it deems proper, without regard to any principle or risk. - 2 - ..\RNOI.D &- SI.I K F.. \ flIlAN'.......,\ T .l.....w ~rn" \1""1(1"1 \no IT. C,""' HIl.L /',\ 111111 IX Settlors and each of them reserve to themselves, and to the survivor of them, the right by an instrument in writing intended to take effect during their lifetime or during the lifetime of the survivor signed by them or by the survivor and delivered to Trustee to revoke or amend this agreement in whole or in part, provided that the duties, powers and liabilities of Trustee shall not be substantially changed without its written consent. Trustee may revoke this agreement and deliver the funds held hereunder to a home in which Settlors or the survivor of them shall be maintained if, at any time, it in its discretion considers such course to be advisable in the interests of Settlors or of the survivor of them. X The situs of this trust for administrative and accounting purposes shall be in the County of cumberland and Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth. - 5 - .\RNOI,n ,~. SI.II\E. ,n{lR~'al"..H l,\W !lll'l \1\111..1 r \TlIH I 1:,\'11' 11111,,1" t~nll I \ i I . I I I ,I I '"I :,.' I .~ .::i ~~~ '-:1 .~ COMMONWEALTH OF PENNSYLVANIA) : 55. COUNTY OF CUMBERLAND) On this, the d3~day of ~ , 1987, before me, a notary public, the undersigned officer, personally appeared WILLIAM L. RAYMOND, JR. and VONNE D. RAYMOND, 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 purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. ," ~hfd/ 01 ci --!th A ~ ( Notary Public J THELMA S. McCAUSLIN. NOTARY PUBLIC My CiJmmi~:iton Expire:; Jely 3, 1 UB:i Camp Hill. PA Curnc(:rlilr:d County - 7 - "R~OI.[) & ~I.IKL"rrllRNH' Hl.\\\-,:111'l \l\\.l1i.1 r '11lnl 1;,'''11'11111. r\ 11011 SCHEDULE "A" 5,218 units of Federated GNMA Trust 2,166.746 shares in Dacator Fund ,\RNOl.l) & SlllO':. ,\TT()R"'n'~'Al.r.,\w. 21M o,lAHKfT '''"'I:r, r:.Htr IHI L 1'.\ nUrt ., .-. ..- ....~. . -, ... . .. VORCESTER POLYTECHNIC INSTITUTE JOINT AND SURVIVOR GIFT ANNUITY AGREEHENT VORCESTER POLYTECHNIC INSTITUTE, a Massachusetts educational corporation located in Vorcester, Massachusetts ("VPI"), agrees to pay to VILLIAM L. RAYMOND, JR. AND VONNE D. RAYMOND, both residing at 47 Golfview Road, Camp Hill, PA 17011 for their joint lives and to the survivor of them for his or her life, an annuity or annual sum of $2,960.00 from the date hereof, in equal inntallments of $740.00 on the last day of each March, June, September and December. The first pro rata installment shall be payable on March 31, 1993. The obligation of VPI to make annuity payments shall terminate with the payment preceding the death of the survivor of VILLIAM L. RAYMOND, JR. and VONNE D. RAYMOND. This annuity is nonassignable. Notwithstanding the foregoing provisions: (A) VILLIAM L. RAYMOND, JR. reserves the right by his ViII to revoke the survivorship annuity payments for VONNE D. RAYMOND from his one-half interest in the joint property transferred under this agreement. If he exercises that right, VPI's obligation to make annuity payments from the one-half interest of VILLIAM L. RAYMOND, JR. in the joint property shall terminate with the payment preceding his death and VONNE D. RAYMOND shall receive an annuity of $370.00 in equal quarterly installments of $92.50. (B) VONNE D. RAYMOND reserves the right by her ViII to revoke the survivorship annuity payments for VILLIAM L. RAYMOND, JR. from her one-half interest in the joint property transferred under this agreement. If she exercises that right, VPI's obligation to make the annuity payments from the one-half interest of VONNE D. RAYMOND in the joint property shall terminate with the payment preceding her death and llILLlf.H L. RAYMOND, JR. shall receive an annuity of $370.00 in equal quarterly installments of $92.50. VPI certifies that VILLIAM L. RAYMOND, JR. AND VONNE D. RAYMOND, as an evidence of their desire to support the work of VPI and to make a charitable gift, have this day contributed to VPI the marketable securities and cash listed in Schedule "A" hereto annexed. The securities have a fair market value of $39,125.10. The cash is $874.90. Total value is $40,000. Receipt of this is acknowledged by VPI for its general unrestricted educational purposes. The age of VILLIAM L. RAYMOND, JR. to his nearest birthday is 71 and the age of VONNE D. RAYMOND to her nearest birthday iE 76. This annuity shall be governed by the laws of the Commonwealth of Massachusetts. IN VITNESS VHEREOF, VPI has executed this instrument as of the l8th day of January, 1993. (Seal) VORCESTE~YTEC~NIC By: .....". r2.S{~. / j -- INSTITUTE Acknowledged: ./) /}/ . -/.. 0 @/i1 dllt -'\./r;~(.(.'IL ,.}:je..- VILLIAM L. RAYMON);!/ JR. Date: ~. -"/AI' t. ..ir"'/ I 27, /933 1( /'<J /, /,..,...............:.. ~..., ,-.<"f::;c..L_I<T'Iu..~u,:L VONNE D. RAYMOND 'I Date: \,,,1..., 0<.'"'''' <'Q 7. /q,?-,\ .J ~' .,,_....., ..-..e..,,,',......:. T \. - -, . , Schedule "A" to GIFT ANNUITY Agreement made as of January 18, 1993, by VILLIAM L. RAYMOND, JR. and VONNE D. RAYMOND. 2,170 shares of Delaware Group Decatur Fund $39,125.10 Cash $ 874.90 Total $40,000.00 , , FUNDED REVOCABLE TRUST AGREEMENT THIS AGREEMENT made this f}.;}J day of J:;:pliwl1.!.J4 ,1977 by and between VONNE D. RAYMOND of Camp Hill, Cumberland County, Pennsylvania, hereinafter called "settlor" and CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY,. Camp Hill, Cumberland County, Pennsylvania, hereinafter called "trustee," WITNESSETH: WHEREAS, settlor desires to create a revocable trust of $30,000 with the power to add additional assets thereto, for the purposes hereinafter contained; NOW, THEREFORE, in consideration of the mutual covenants contained herein, settlor does hereby assign, convey, transfer, and deliver to trustee the said funds, to have and to hold them and any other assets which the trustee may hereafter at any time hold or acquire hereunder, all of which assets being hereinafter referred to collectively as the trust estate, IN TRUST, neverthe- less, for the following uses and purposes and subject to the terms and conditions hereinafter set forth: I Trustee shall hold, maintain, invest and reinvest the trust estate for the benefit of settlor. It shall collect the income therefrom and first pay any expenses of the trust, including trustee1s reasonable expenses incurred in performance of its duties and reasonable compensation to the trustee for its services. Trustee shall pay to settlor, no oftener than quarterly, the net income of the trust estate and shall further pay to settlor all of the principal or such portion of the principal as settlor may AlNOLD,SI.IKe., BAYlEY from time to time request in writing. In the event settlor ","ltI~"'1 y~ ...1' I ~w 11".....nn..n C,o.&r'IlI~1-, hHM,"U"IA 11011 '~W.ji;td,;;...,.~!\..;':i.,.,i~.'.i.i",f';'<";:~"'t",~.im.~',\.>"'"'' ". ~klit'.'-r'; '1l'7~.\M(,.:~", ~~, A.NeW, SilK!!" nAYIEY .\rI"~',1 I', ~l 1 \\>' 11....Aunln..l t:.'''lh...I'......''......11DII trust estate shall be distributed in the following portions to the fOllowing beneficiaries, the portion of any beneficiary who is not living to be distributed to his or her issue, if any, and if none, to be distributed proportionately to the other benefic- iaries or their issue, as the case may be: A. 50% to settlor's :-1170 tvlL <illj;t? B. ..2~l" to settlol.r's I?f. VVIL,?J, C. .J.;.rto setfior s sister, Dana Green. sister, Mary Walsh. brother, Sherman Dardis. III The principal and income of this trust shall be free from anticipation, assignment, pledge or obligation of any beneficiary and shall not be subject to any execution or attachment or to voluntary or involuntary alienation. IV Settlor hereby reserves, exercisable whenever and as often as she may wish while she is living, the power to withdraw all or part of the principal, to add to the trust upon approval and acceptance by the trustee, and to revoke or alter this trust in whole or in part by writings other than a will delivered to the trustee, but not to increase the responsibilities of the trustee without its written consent. v The trustee is hereby expressly authorized and empowered in its sole and absolute discretion in respect of all trusts herein created: - 3 - '\ :I'tS7 ,UNOlIl, SlIl'E Ii BAYlEY \1I"."1\'.\1141l. '1".......lIRln l".....'IlIlI.I'tHHlYl.....4IJOII A. To purchase or otherwise acquire and to retain whether originally a part of the trust estate or subsequently acquired, any and all stocks, bonds, notes or other securities or any variety of real or personal property, including stocks or interests in investment trusts and common trust funds, as it may deem advisable, whether or not such investments be of the charac- ter permissible for investments by fiduciaries or be unsecured, unproductive, underproductive or of a wasting nature. Investments need not be diversified and may be made or retained with a view to a possible increase in value. The trustee may at any time render liquid the trust estate, in whole or in part, and hold cash or readily marketable securities of little or no yield for such period as it may deem advisable. B. To sell, pledge, mortgage, lease, transfer, ex- change, convert or otherwise dispose of, or grant options with respect to any and all property at any time forming a part of the trust estate in such manner, at such time or times, for such pur- poses, for such prices and upon such terms, credits and condi- tions as it may deem advisable. C. To borrow money for any purpose connected with the prot~ction, preservation or improvement of the trust estate whenever in its judgment advisable, and as security to mortgage or pledge any real or personal property forming a part of the trust estate upon such terms and conditions as it may deem advisable. D. To vote in person or by general or limited proxy with respect to any shares of stock or other securities held by it; to consent, directly or through a committee or other agent, to the reorganization, consolidation, merger, dissolution or liquidation of any corporation in which the trust may have any interest, or to the sale, lease, pledge or mortgage of any prop- erty by or to any such corporation: and to make any payments and to take any steps which it may deem necessary to enable it to obtain the benefit of any such transaction. E. To hold investments in the name of a nominee. F. To pay, compromise, compound, adjust, submit to arbitration, sell or release any claims or demands of the trust against others or of others against the trust on such terms as it may deem advisable, including the acceptance of deeds of real property in satisfaction of bonds and mortgages, and to make any payments in connection therewith which it may deem advisable. G. To execute and deliver any a.nd all instruments in writing which it may deem advisable to carry out any of the fore- going powers. No party to any such instrl~ent in writing signed by the trustee shall be obliged to inquire into its validity, or be bound to see to the application by the trustee of any money or other property paid or delivered to it by such party pursuant to the terms of any such instrument. H. To allocate receipts and expenses to principal or to income or partly to each as said trustee from time to time thinks proper. - 4 - AMENDMENT TO TRUST AGREEMENT I, VONNE D. RAYMOND, under the power reserved to me under Paragraph IV of my Trust Agreement dated February 22, 1977 with CCNB Bank, now PNC Bank, N.A., do amend paragraph II of said trust to provide that the distribution of the balance in the trust at my death shall be as follows: I. 3% of said residue shall be distributed to Mount Calvary Episcopal Church, Camp Hill, Pennsylvania. II. 3% of said residue shall be distributed to Lowther Manor Lodge No. 781, Camp Hill, Pennsylvania, to be held by the Lodge as a trust fund and the income to be used annually toward the purchase of a Past Master's Apron and a Past Master's Jewel for the retiring Master of the Lodge, or for such other purposes as the trustees of said Lodge deem advisable. III. 47% shall be distributed to the following benefi- ciaries, the issue of any deceased beneficiary to receive said beneficiary's share, per stirpes: SAIDIS, GUIDO, SHUFF & MASLAND 2109 MarkeE Street C:lIIlp Hill. PA A. One-third shall be paid to the children of my deceased sister, Dana Green. B. One-third shall be paid to my sister, Mary Walsh. C. One-third shall be paid to my brother, Sherman Dardis. SAIDIS, GUIDO, SHUFF & MASLAND 2109 Marlccl Slreet C""p Hill. PA IV. The remaining 47% shall be distributed to the following beneficiaries, the issue of any deceased beneficiary to receive said beneficiary's share, per stirpes: A. 33% to my husband's sister, Margaret R. Jaquith. B. 33% to my husband's sister, Ruth R. Herman. C. 17% to my husband's niece, Kathy Richards. D. 17% to my husband's nephew, Bruce Usher. this d d- amendment to the trust has been IN WITNESS WHEREOF, executed on this, the ) ATTEST: g,cl~ day of )'1 H.^,CA~-'...tr'-l. , 1994. 0___ '(jlr-Jl,lOC j\, ;t2,_,_I''fV'-~' J....., Vonne D. Raymond (SEAL) PNC BANK, N.A. By: ~ce~r~~:;: SAID IS, GUIDO, SHUFF & . ! MASLAND 2109 Market Strec( Camp Hill. PA ..- LAST WILL AND TESTAMENT OF VONNE D. RAYMOND I, VONNE D. RAYMOND of East pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testa- ment, hereby revoking any will previously made by me. I _ I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II _ I bequeath certain items of my tangible personal I property, not including cash and securities, in accordance with a I I written list made by me during my lifetime. In the absence of such a list or designation on said list, I direct that said articles be sold by my executor hereinafter named and the pro- ceeds added to the residue of my estate. III _ On or about March 7, 1994, my deceased husband and ! made an irrevocable pledge to Worcester polytechnic Insti- tute, Worcester, Massachusetts, in the sum of $56,058. To the deceased husband and me during our lifetimes after the date of the pledge, I direct that the unpaid balance be paid by my personal representative as a debt of my estate. (lJ r? Page 1 '" IV - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate as follows: A. 3% of said residue shall be distributed to Mount Calvary Episcopal Church, Camp Hill, Pennsylvania. B. 3% of said residue shall be distributed to Lowther Manor Lodge No. 78l, Camp Hill, Pennsylvania, ~u be held by the Lodge as a trust fund and the income to he used annually toward the purchase of a Past Master's Apron and a Past Master's Jewel for the retiring Master of the Lodge, or for such other purposes as the trustees of said Lodge deem advisable. C. 47% shall be distributed to the following beneficiaries, the issue of any deceased beneficiary to receive said beneficiary's share, per stirpes: l. One-third shall be paid to the children of my deceased sister, Dana Green. 2. One-third shall be paid to my sister, Mary Walsh. 3. One-third shall be paid to my brother, Sherman Dardis. :I:/DO. F& '.:\m D. The remaining 47% shall be distributed to the following beneficiaries, the issue of any deceased beneficiary to 1,)lrCt:l 1'\ receive said beneficiary's share, per stirpes: l. 33% to my husband's sister, Margaret R. Jaquith. Page 2 2. 33% to my husband's sister, Ruth R. Herman. 3. l7% to my husband's niece, Kathy Richards. 4. 17% to my husband's nephew, Bruce Usher. v - If at any time a minor child shall be entitled to receive any funds hereunder, the parents of such child shall act as guardians of the funds payable to such child. If there are no parents available to act in such capacity, then PNC Bank, N.A. shall act as guardian of the funds payable to such child. Such guardian may receive and administer all funds authorized by law and shall have full authority to use such funds, including the principal, in any manner such guardian shall deem advisable for the best interest of the child, including educational expenses without seeking court approval. VI - All inheritance taxes and federal estate taxes that may be assessed in consequence of my death of whatever nature imposed shall be considered a part of the expense of the administration of my estate without consideration of the conse- quence of the fact that some shares are subject to taxes and some SAIDIS, GUIDO, SHUFF & ~IASLAND ~I09 Market 5crcct Camp Hill. PA are not. VII - I appoint PNC Bank, N.A., Executor of this, my Last Will and Testament. My personal representatives shall not be required to post bond in this or any jurisdiction. 71[,1{ " Page 3 " IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the :J. X ti.. day of C' --t. ('l\.l../-l.~ , 1994. ., :1 ,: , ,I ,I " I ~ , 'i '71:.....'0/\, " Vonne il I;{Cl"-''''l' .'" </ (SEAL) D; Raymont! , , :i :1 :i Signed, sealed, published and declared by VONNE D. RAYMOND, j Testatrix therein named, on this and three (3) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. " " , " ,I L-u ,-C) Name (I~t,.t,..r.,b I II., ,0 t-...J. f'J:. ,I q" Address ," :; II " Name Cu, (tJ.-e , (?"- .l\.ddress SAIDIS, GUIDO. SHUFF & MASLAND 2JfJ? Market Streel Camp Hill, PA Page 4 " " , ,. " . SAIDIS, GUIDO, SHUFF & MAS LAND 2109 M.lrkc( Slrcct Camp Hill, PA '/ il II !i COMMONWEALTH OF PENNSYLVANIA) il 55. COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instr.ument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. I II I !I " , ....,./ r .() { c...' Mv-~ 1/.../, U\ a......1 ~'r_'; "c Testatrix 'I Witness :1 .1 , , Subscribed, sworn to I testatrix, and/l~~~cribed an I, nesses, this cLttlil day of 11 !, 'I NOlanal Seal Jo A. LuxenbGrgcr. Noto.ry .P~blic Camp Hil ~.ro, Cuml'!t.~rlar.a l.;;Junty MyCommj~i'''n E.,,;~rc-s M,;;,y G. lff.IG before me by the me by both wit- , 1994. CL...- " .-, ~ FIRST CODICIL OF VONNE D. RAYMOND I, Vonne D. Raymond, of East Pennsboro Township, Cumberland ounty, Pennsylvania, do make, publish and declare this to be the irst codicil to the Last will and Testament executed by me or. etober 28, 1994. I hereby revoke Item VII of said Last will and Testament and substitution therefor insert the following: ITEM SEVEN: I do hereby nominate, constitute and appoint my iece, carolyn G. Anstine, to be the Executrix of my Last will and In the event that she shall have predeceased me, the~ nominate, constitute and appoint my nephew, Jeffrey Dardis Green, be the Executor of my Last will and Testament. My said. xecutrix shali'have full power to do any and all things necessary for the complete administration of my estate, including the power o sell at public or private sale, without Order of Court and ithout the necessity of filing a bond, any real or persona.:. , , . iproperty belong~ng Isettle and adjust to me, and to compound, compromi.se or otherwise any and all claims against or in favor of my estate as fully as I could do if living. ;\1/:;111/,,& Sf/flr/,'/' '" ----..-- --._-- . ..".._' ..-...........' ....n In all other respects, I ratify and confirm all of the rovisions of my said will dated october 28, 1994. " 11'-1 .J.... day of IN WITNESS WHEREOF, I subscribe my name this S~1'I.16ett. , 1996. 1/ hVl'\..-O--' J), F?C.J"'TS~AL) Vonne D. Raymond f o~ )&L '/\'1',/1111'& SI'l/rI'T .j,. '.' .1,,, ---- --,.._- . . . --...-- ..- --------._- . I .. . The foregoing instrument, consisting of this and two preceding published and declared by Vonne D. the First Codicil to her last will nd Testament in our presence and we at her request and in her resence and in the presence of each other have hereunto subscribed ,., .{ I day of September, 1996. ur names as witnesses this ~>~~G C'-'-cf& ~00 8.~/. I . of of ~ - L .I J ji, ~!'-_.".; 4".._;.; ft,' ~' ,"'ffll:~:~'.'~-''''l1Y.'~~i/'-'''-''r'.,./.."",.''''\.''' '.....h,.. 0" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 28060 1 HARRISBURG. PA 17128.0601 ~~ PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. AA 2963 r 5 REV "" 'x (1"'J RECEIVED FROM: I' WILLIAM B ANSTINE JR ESQ. 117 EAST MAIN STREET YORK, PA 17041 FOlO HERE ESTATE INFORMATION: FILE NUMBER -1997-07fa9 NAME OF OECEDENT (LAST) 5liiN 049-HI-'ls57 (FIRST) RAYMOND VONNE-O DATE OF PAYMENT 6/11/1998 POSTMARK DATE 0/00/0000 COUNTY CIJMBERLAND DATE OF DEATH REMARKS CAROLYN G ANSTINE C/O WILLIAM B ANSTINE JR ESQ. SEAtCHECI<t1 1017 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 'l10,I'Jfa,35 FOLD HERE - ~ (Mil TOTAL AMOUNT PAID $10,146.55 RECEIVED BY ,1/ VZ t1ARY C. LE1nS REGISTER OF WILLS .,J' / I. .1// -"; ) ';,"'.....V ' ,>' ,."-1. / . , T )<"/'I( ./,'/"'/ , '/ ---------------- ._--------,--. .._,- --------- F1LGIS11:Tl :Jf WILLS -._- --....---.-.-+- -.- .--.--- -- .-. -.- --.- - ------ -.------- .._~ _.___..----. .-_.,.~~ _,...4J~f1._1'...~.-~ : ' I , .',," , 1 , I , \ ,i.'." . . . , , > , , " ,-~ 0 ll/"- ) ......-. 0<3, " _r, ~L ~ "-;- <( - ;::c::; .-,..... "'- ....... VJV) ~ ~ , I l ;. ...J 'j 'I; \ " ~ \s " ~ , ~ l~, '-. 1'1 {.I" ::~ u" 0" '" fj} r-l r-l ~UJ .:.- ~ <HO 0:1: ,,+, (lJ " +,::J fj) 0 (lJ 'r-lU HM 01 co.... Cl.l >.::l D a: ~ O"'t'-- C (f).... -::J fj) 0 (lJ ..-lU Ulo:( ";'" :> 0- a3~ 0 ..lc:c co (lJ .r-!.jJr-\ u~'-'(/) 11.l ~'.-l >oD 0 r-I H EU H CO::J co ~U-rlCJ , - --,- -,.-- --';0:; 'T' .~ : '" o ," ,,, r> I~' I ,.., ... o ", ... '-"" 'I h', " " 1. . , " ~ ' , I \\.("- p' 'Ii "ll.' ", ,~ ',r (: ro!' .:I,}J 'i') ,I , " .,:.~ ". "I'. '....~ :""...':':' .~ :/"'- l\lf""" '", -' \. '!'4 I ,~ .. t . ,if ..---' ~~~~ ~'1-'~ f'r " < ~ , . . ,- ) t" " " f \ \ ! .-..1' Anstine & Sparler ATTORNEYS AT LAw II' L~ 1/ / [E[EPHOnl (717) 846-8811 TOll FrlEE (888) 922-6784 FAX(lII) 852-8'i15 August 12, 1998 117 EAST MARKET STREET YORK, PA 17401 Commonwealth of Pennsylvania Department of Revenue Inheritance Tax Division Re: Vonne D. Raymond Estate - File No. 21-97-0769 To whom it may concern, In reviewing the Pennsylvania Inheritance Tax Return in the above-referenced estate, I find that we inadvertently failed to complete and total Schedule J. The information contained on the supplemental page titled "Charitable Bequests" and on Schedule G should have been included on Schedule J. Enclosed please find a corrected Schedule J and attached explanation sheet describing the Charitable Bequests in the Vonne D. Raymond Estate, File No. 21-97- 0769. Please accept this as our amended Schedule J, Item B, Charitable and Governmental Bequests. The attached sheet titled "Charitable Bequests" describes these bequests in detail and should explain any questions regarding this matter. I apologize for any delay or confusion that this may have caused. Please reflect these amendments in the Inheritance Tax Return and contact our office is you have any questions or concerns. Very truly yours, " ), >-~__ l.,; {(V'1--t__ (/ _ , ,- ~/" William B. Anstine, Jr. WBAlmba Enclosures ()(! c (~ "2. :? r', " ':P :u~ {.r: ,:~ ~ E (::;'1 ~ vJ ~J'" ....) ,~. '. ;rs U.., - w. (7, -" WIlliAM B, ANSTlNE..JR, . KENNETHJ, SPARlER . JOHN R, ELLIOTT . ANDREW B, BROWN' . W. BURG ANSTINE (1910-1991) 'Also Admitted in Maryland """'~"~""""'"W""""".'i,""''t'''''''"",~"""";,,,,-,,,~' '1 ~ I ~ : III. II 111) ESTATE OF ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. ITEM NUMBER 1. 2. 3. ~:J~:rl\ .,~ COIilMOP-t.....141IH O. "Nt4~'lV4'jl" IHHun"Ncr '"III1'UI''' IUIDINfDrcrDIN' SCHEDULE J BENEFICIARIES FILE NUMBER 21-97-0769 RELATIONSHIP Husband's Husband's Sister-in-law Sister-in-law Brother Sister Nephew Nephet,... Niece TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also on'er on line 13, Recopi'ulation) (If more space is needed, insert additional sheots of same sizo) Vonne D. Raymond NAME AND ADDRESS OF BENEFICIARY I A, Taxable Bequests: Bruce Usher, 30 Villager Road, Chester, NH 0303b Katherine Richards, Box 762, N. Chatham !~ 02650 Ruth Herman, 8313 Fredonia Road, Richmond VA 23227 Margaret R. Jaquith, 22 Horborview Ave., Milford, CT 06406 Sherman Dardis, 345 Tauman RQad, Orange, CT 06477 Mary Walsh, 24 Elm Street, Dover, NH 03820 Jeffrey Green, 2109 Campfire Court, Silver Springs, MD 20906 Ward Green, 211 North 24th St., Camp Hill, PA 17011 Carolyn Green. 211 North 24th St., Camp Hill, PA 17011. Lowther Manor Lodge No. 781, 2215 Market St. Camp Hill, Pa. 17011 NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: Mt. Calvary Episcopal Church, 125 North 25th Street Camp Hill, Pa. 17011 ~orcester Polytechnic Institute, 100 Institute ~oad Worcester, MA 01609-2280. I Nephew Niecel Mt. Calvary Episcopal Church, 125 North 25th St., Camp Hill, PA 17011 (See attached Schedule G) . '" '~'1~llP.~';;':,':M\r.~t,..r.-':~~"'~~/""'" ""'-',,,:,,,,..' .. .'.. '--"--~"---'-'''. . ."'.."',w..,',...........,,,, AMOUNT OR SHARE OF ESTATE 0,0799% of the residue of estate 0.0799% of the residue of estate 0.1551% of the residue of estate 0.1551% of the residue of 'estate 15-2/3% of the residue of estate 15-2/3% of the residue of estate 5-2/9% of the residue or esta:e 5-2/9':: of the residue of esta:e 5-1/9% of the residue of esta:e 3% of residue AMOUNT OR SHARE OF ESTATE 3% of the reS1QU€ of the estate 14,622.03 , 80.428.6l 3% of the funded revocable trust 8,041.38 i L_ 5 103,092.02 r- ip I ' j-,..' ''''i ~ .'i'., . ',> CHARITABLE BEQUESTS Worcester Polytechnic Institute............................... .$80,428.61 Mt. Calvary Episcopal Church: 3% of Funded Revocable Trust ($268,046.25) ...$ 8,041.38 3% of Residue of Estate: Net estate.............. ...$1,012,840.94 Less Schedule G Transfers 525,439.71 $ 487,401.23 3% of Balance 14,622.03 22,663.41 5103,092.02 I I -.ci 0:> ':JJ ':JJ'" r? ~ ()Q c. (~ '3" r: e. U1 -' vJ "1J'" J:>;;' :.::.?; r. C.:J Cj) ;:!., i.f .... ,',~, /. ,;"t' .~~';'~:!,IiI'~~~""~"'''-'''''~'''~'~'''''''~'''''"''~-:"_''''_,,,,:,,''''''_ '*;':"~,...,_',~",,',..-'.,.,. . .....,"-~--"..,'^"."".,' 1 ! i I '\ I I , i ! I ! I i IS-0I03 -? - . . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' c..- BUREAU OF INDIVIDUAL TAXES INHERITANCE 'AX DIVISION OEPT. 280601 HARRISBURG, PA 11126-0601 NOTICE OF INNERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX In_IM7..&f.I".'" WILLIAM B ANSTINE JR ESQ 117 E MARKET ST YORK PA 17401 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-17-1998 RAYMOND 09-14-1997 21 97-0769 CUMBERLAND 101 VONNE Amount He.ttt.d 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 ..... iify:is4j-EiCAFinoif:97rNcificnij:-YNHEiiifiiiicE-YAit'APPR'AiSEMiNT;-m.-owiiiicE-OR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RAYMOND VONNE D FILE NO. 21 97-0769 ACN 101 DATE 08-17-1998 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (71 134.000.00 256.795.09 .00 .00 165 .131. 68 .00 525.439.7l (8) NOTE: To insure proper credit to your account, suba!t the upper portion of this form with your tax payment. 1, 081, 366.48 (9) lID) 62,071.50 6,448.04 (11) lI2) lI3) lI4) 6R.~?~ ~4 1,012,840.94 95,050.64 917,790.30 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule X) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GoYernmsntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Not Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, lS and/or 16, 17 and 18 will reflect ~igures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: lS. Amount of Line 14 at Spousal rate (lS) 16. ~ount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 taxable at Collateral/Class B rate (11) 18. Principal Tax DUB NOTE: .00 X .00= .00 X .06= 917,790.30 X .15= (18) .00 .00 137,668.54 137,668.54 TAX CREDITS: PAYNENT DATE 12-11-1997 06-ll-1998 DISCOUNT (0) INTEREST/PEN PAID (-) 6,315.79 .00 ANOUNT PAID 120,000.00 10,146.55 RECEIPT NUNBER AA242553 AA296305 INTEREST IS CHARGED THROUGH 09-01-1998 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 136,462.34 1,206.20 23.54 1.229,74 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS TNAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) D RESERVATION: Estates of decedents dying on o~ befo~e Deceabe~ 12, 1932 -- if any future inte~est in the estate is transferred In possess Jon o~ enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any e.tate for life or for years, the C~onweelth he~.by expressly rese~ves the right to appraise and assess transfer InherJtance Taxes at the lawful Class B (collateral) rate on any such future Interest. PI.RPOSE OF NOTICE: To fulfill the requlr...nts of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (12 P.S. Section 9140). PA't'HENT: Detach the top portion of this Notice and sub.lt wJth you~ pa~ent to the Register of Wills printed on the reverse side. --Hake check or .oney ardor payable to; REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co.pleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are availablo at the Office of the RegJster of Wills, any of the Z3 Revenue District Offices, or by calling the specJal 24~hour answering service nuabers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg are. (717) 781-8094, TDDf (111) 17Z-2252 (Hearing I.paired 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: --written protest to the PA Dcapart.ent of Rcavcanue, Board of APpeals, Dept. 281021, HarriSburg, PA 11128-1021, OR --calcaction to have the .atter deter.ined at audit of the account of the personal representative, OR --appeal to the Orphans. Court. AIllfIN ISTRATlVE CORRECTIONS: Factual e~rors discovered on this assess.ent should be addressed in writing to: PA Depart.ent of Revenue, Bureau of Individual Taxes, ATTN; Post Assess..nt Review Unit, Dept. 280601, HarriSburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tay. Return for a Rcasident Decedent" (REV-lS01) fo~ an explanation of ad.inistrativelY correctablca errors. DISCOUNT: If any tax due Is paid within three (3) calendar .onths after the decedent's death, a five percent (5Z) discount of thca tax paid is allowed. PENALTY; The 157. tax ~esty non-participation penalty is co.puted on the total of tho tax and interest assessed, end not paid before January 18, 1996, the first day after the end of the tax a.nusty periOd. This nDn~participation p&nalty is appealablu in the sa.e .annor and in the the sa.e ti.e pcariOd as yoU would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) .onths and 000 (1) day fr~ the datca of death, to the date of pay.ent. Taxes which beca.e delinquent before January 1, 198Z bear interest at the rate of six (67.) percent per annu. calculated at a daily rate of .000164. All taxcas which beca.e delinquent on and after January 1, 198Z 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 Revanuo. The applicable interest rates for 1982 through 1998 are; '!!!! Interest Rate Daily Intorest Factor ~ Intercast Rate Daily IntGrest Facto~ 198Z 20% .000548 1987 9% .000247 1983 16% .000438 1988-1991 11% .000301 1964 11i: .000301 1992 9i: .000Z47 1985 13% .000356 1993-1994 7i: .000192 1986 10i: .000274 1995-1998 9i: .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NunBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an interest cslculation to fifteen (IS) days beyond the date of the assess.ent. If pay.ent is .ade after the interest coaputation date shown on the Hotice, additional interest .ust be calculated. ~..;:. N - .' c;:! ~-- j . ''0 ~ r" ~ <;J" N !.OJ L' "2 " C- o" -' >" 0 '" c.o (11 5 <l>D: P' 0:: G0 - . _OF NOTICE: PAI'lIEHT' REfllRJ (eA): OBJECTIONS: ADHIN- IS1RATIVE CORRECTIONS: PENALTY: INTEREST: Fln;, r~ . '9~ IiIJlJ 211 'Iii CI"I, CL'lliL. I, 10 fulfill the require.gnts of Soction 2145 (b) of the InherltencQ and Estate lex Act, Act 21 of 1995. (72 P.S. Section 9145). o.tach the top portion of this NotIce end sub.it with your p.~8nt to tho Register of Wills printed on the reverse slda. __ Kake check or .ORey order payable to: REGISTER OF MILLS, AGENT. A refund of a tax crodit ..y be requested by co.pletlng en wAppllcetlon for Refund of PennsYlvania Inheritance and Estate lax" (REV-1313). Appllc&tions are avaIlable at the Office of the Register of Wills, any of the 23 Rovenue District Offices Dr fro. the Depart.ont's 24-hour answering s.rvice nu.bers for for.5 ordaring: In pennsylvania 1-800.362-2050, outside Pennsylvania and within local Harrisburg area (717) 767-6094, TDOI (717) nZ-ZZS2 (Hooring IlIPaired Only). Any party in interest not satisfied with the assess.ent of tax as shown on this notice .ay object within sbety (60) dayS of receipt of this Notice by: --written protest to the PA Depart.ent of Revenue, Board of Appeals, Dept. 261021, Harrisburg, PA 17126-1021, OR --electing to have the .atter deter.ined at audit of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovored on this assess.ent should be addressed in writing to: PA DepartMent of Revenue, Bureau of Individual Taxes, AllN: Post Assess.ent Review Unit, Dept. 260601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. Stle page 5 of thQ booklet "Instructions for Inheritance Tax Return for a Resident Decedent.. (REV-IS01) for an explanation of ad.inistrative1Y corrQctable errors. The ISi: tax allfl8sty non-participation penalty is co.puted on thG total of the tax and interest assessed, and not paid before January 16, 1996, the first day after the end of the tax aanesty period. This non-participation psnal ty is appealable in the saMe .anner and in the the S8.e ti.e poriod 85 you would appeal the tax and interest that has been 8ssessed 85 indicated on this noticD. For dates of death on or after 10-3-91, Pennsylvania Estate 18X based on the Federal Estate Tax return beCOMes delinquent at the expiration of nine (09) .onths frOM the d8te of death. For d8tes of death prior to 10-3-91, PennsYlvania Estate T8x based on the Federal Estate Tax return beCOMes delinquent at the expiration of eighteen (18) Months fro. the date of death. Taxos which beca.e delinquent before J8nuary 1, 1962 bear interest at the rate of six (6i:) percont per annuM calculated at a daily rate of .000164. All taxes which becaMe dalinquent on or after Janu8ry 1, 1962 will bear interest at 8 rate which will V8ry froD calendar year to calendar year with that rate announced by the PA DepartMent of Revenue. The apPlicBble interest rates for 196Z through 1998 are: Ve8r Interest Rate DailY Interest Factor Vear Interest Rate Dally Interest Factor 1962 20Z .000546 1987 9i: .000247 1983 16i: .000436 1968-1991 lli: .000301 1984 llZ .000301 1992 9i: .000247 1985 13i: .000356 1993.1994 n .00019Z 1986 10i: .000274 1995-1996 9Z .000247 --Interest is calculated a. follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after th~ tax beco.as delinquent will reflect on interest calcul8tion to fifteen (15) days beyond the d8te of the assess.ent. If pay.ent is Bade aftAr the interest co.putation date shown on the Notice, additional interest .ust be calculated. /5-0103 -? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVE~UE INHERITANCE TAX RECORD ADJUSTMENT * BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 ~lSlUAa, Pi 17128-0601 c!.. In."UU'"I"-''' WILLIAM B ANSTINE JR ESQ 117 E MARKET ST YORK PA 17401 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-21-1998 RAYMONO 09-14-1997 21 97-0769 CUMBERLAND 101 A.aunt Rottitted D VONNE MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your t.~ P.y-.nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: iS9'j-Eif-"FP-m-:97y-----ii.-i'NHEiii:Y"NC€-'j'A-i-iiE"ciiiiii-"D~jus'j'j.j€iii'--.ii------------------------ ----- ESTATE OF RAYMOND VONNE D FILE NO. 21 97-0769 ACN 101 DATE 08-21-1998 ADJUSTMENT BASED ON: VALUE OF ESTATE: 1. Reel Estate (Schedule Al 2. Stocks end Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortu-ges/Nctes Receivable (Schedule OJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly OWned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costsl Hiscellaneous Expenses (Schedule H) Debts/Hortgage Liabilities/Liens (Schedule X) Total Deductions Net Value of Tax Return Charitable/Governmental Bequestsi Non-elected 9113 Trusts Net ValuG of Estate Subject to Tax ADMINISTRATIVE CORRECTION 11) (2) (3) (41 (51 (61 (71 134.000.00 256.795.09 .00 .00 165 , 131. 68 .00 525 . 439 .71 (8) 1,081.366.48 10. 11. 12. 13. 14. TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rat. 17. Amount of Line 14 taxable at Collateral/Class B rate 18. Principal Tex Due TAX CREDITS: (9) 110) 62,077.50 6,448.04 (Ill 1121 1131 1141 68.525.54 1.012,840.94 103.092.02 909.748.92 (Schedule J) .OOX.OO= .00X.06= 909.748.92X.15= llB) 115) 1161 1171 .00 .00 136.462.34 136.462.33 PAYMENT DATE 12-ll-1997 06-ll-1998 RECEIPT NUIIBER DISCOUNT I-I INTEREST/PEN PAID 1-) 6,315.79 .00 AMOUNT PAID AA242553 AA296305 120,000.00 10,146.55 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 136 462.34 .01CR .00 .01CR . IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU KAY BE DUE ^ REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.) PAVttEHT: REFLltO (CR): REPl V TO: DISCOUNT: PENAlTV: INTEREST: Detach the top portion of this Notice end sub.it with your payment .ado payable to the na.e and address printed on the reverie ,ide. ._ Heke check or lIOnQy order paYable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co.plating an ~Application for Refund of PennsYlvania Inheritance and Estate Tex" (REY-l313). Applications are available at tho Office of tho Regilter of Wills, any of the 23 Revenue District Offices or fr~ the Depart~nt.s 24-hour Bnswering service nu~ers for for.s ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDOI (117) 112-2252 (Hearing I.paired only). Questions regarding errors contained on this notice should be addressed to: PA Depart.ent of Revenue, Bureau of Individual Taxes, ATTN: Post Assoss.ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phona (717) 781-6505. If any tax due is paid within three (3) calendar .onths after the decedent.s doath, a five percent (5%) discount of the tax paid is allowed. The 15% tax a.nesty non-participation penalty is co.putod on tho total of the tax and interest assessod, and not paid before January 18, 1996, tho first day after tho end of the tax a.nesty periOd. Interest is charged beginning with first day of dalinquoncy or nine (9) .onths and one (1) day fro. the date of death to the date of pay.ent. Taxos which bec..e delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annu. calculated at a daily rate of .000164. All taKes which bec..e delinquent on and aftar January 1, 1982 will bear interest at a rate which will vary froa calendar year to calendar year with that rate announced by tha PA Depart.ent of Ravenua. The applicable intarest ratAs for 1982 through 1998 are: Vear Interest Rate Daily Interest Factor Vear Interest RatG Daily !ntefest Factor 1982 20% .000548 1987 9i: .000247 1983 162 .000438 1988-1991 llZ .000301 1984 lli: .000301 1992 9i: .000247 1985 132 .000356 1993-1994 7Y. .000192 1986 10i: .00027(, 1995-1998 9i: .000247 ~-Intllf8St is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -~Any Notice issued after the tax beco.os delinquent w1ll reflect an interest calculation to fiftllen (15) days beYond the date of the as......nt. If pay.ent 1s aade aftor the interest co.putation date shown on the Notice, addit10nal inturest .ust be calculatod. 'UI~ In \xnll JO" I " ,;;!:1I)oueq f JOl!paJ:J SO 91tn~p, alll U! l~nJOlU! Uf! IU1Clj 10 ,)1'\''': .1 ,:',lllllo~~e 941 01 UMOU~ UOSJod Ja410 AmM' 01 pill: I"""'" ' ",dun AIO^9 01 UM!6 U90q Se4 '\unooO\1 pies 01 suo,"',,' , ' u,ill!lM olll 01 Aep 159104110 pUB UOI1~lUJIIUO~ JOllJOO] a'll I), o,lIUOSOJd Bq I1!M owes 941 U04M oJeld puo OWII'OIUI> &411lJ fl'" WllU.;J\1 5!4110 6UI1!I04110 9J!IOU uoni'M le41 Al!IJa~ AqJJOli I <y, 0- cr ~ 1;i -"-=3 :'1 J ;,J OlZ '-'~ '- "' !:; S -- --~"l) U ,/ ,", ~< OH ",::a <> ~~ 1'<'" :z;~i!3 otuHO'\ :>:1'<"'''' :>: H.... o ..t> 0 u>< H I E-<I=>.... ~~E-<~ 0.".... \;; u::> I 5!S;:;l u - . '" 0 gJ~~~ :~~~ HUO~ f><"'~1=> 0'" ~ ~~ol~ ... 3 -...\, ... ~ ~ <f><~U ~ ...O~~ 0 <( '" I=> U ~ -J ~ - ~~ U "' w "'", ... U . < ~ ~~i~ ~< < ~~6 ::c ~ ..H ~ ... . ~::a ~~ ~ .... R}B :z; l::U.......<t: ~~ffi~ H 2cfr::~ f>< ~~ !f.i8':;;'.... ~~~~ ~ ..... ~ ~ >- f~l ~$::l.. ... ~ tr}CJJ :: ~ u.. ~ 01'< ... "" .." '" ~ I=> 0 . ." ~ "'~ H ~ '] :X:~'" ~ ...~~~ :Z;O~O 1-4>~u ",/ -~ . ,J.. ('....J -;: 0:'2 ,-, C ) ',.' ..., r', 'On: 0:: {').:J 9' 'OO!IOU 94141!M p"pnpU! saM lUOlllOlel5 Pies 10 ,ieir- 'ui~ 10 "c" ,_ J~ '/.Jr.!~!F1U~)q 'J01~pajj':;P' ?F~lsa aLll U! lSaJ81U! ue 1.1J1f': S")' ~-l 01 lu(HUnO:J::;e all\ G1 Ufl"OU~ UOSJad Jaqlo AJ8^f) :-'; (...).u:::!\~ p!Bdun AJ8^a 01 U3M6 uaeq seq 'UO!1I1q1J1S!O W.:~ \t;.-;.~I<-ll~lS ppJS Ol ':3U0I1;1S!QO Ur:l1l\JM am 01 Aep lsel '.~' : 'JG~ll.!ULq}lJU:) JOi ~;no::> ':)q~ 01 p81uaS3Jd aq IHM aWI~s '. ... ",:d1d puB aW!1 'alCp .:HlllO pUB 'UO!10Q!J1S!O pasodOJd ' " .,1;"15 S!41jO BUll!! a41lo 90!IUU uall!JM le4IN!\laJ AqaJ<,"'li o .- ", . 0.. \;A ~, " "" . , ..., ,-- i . . . ." " .. '. ...- IN THE MATTER OF TilE ESTATE OF : VONNE D. RAYMOND, LATE OF EAST: PENNSBORO TOWNSHIP, CUMBERLAND CO., PENNSYLVANIA, DECEASED IN TilE COURT OF COMMON PI.EAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION File No. 21-97-0769 FIRST AND FINAL ACCOUNT OF AND PROPOSED DISTRIBUTION OF Carolyn G. Anstine 211 North 24th Street Camp Hill. PA 170Il Executrix ~lilliam B. Anstine, Jr., Esq., 117 E. Market St., York. PA 17401 - Attorney DATE OF DEATH: September 14, 1997 Letters Granted: September 18. 1997 Date of Advertisement of Letters Testamentary: In the Patriot News Co.: September 26, October 3, 10, 1997 In the Cumberland Law Journal: October 3, 10, 17, 1997 **************** PRINCIPAL PERSONALTY Debits No. 1 Date Item Amount Amount of inventory and appraisement filed in the office of the Register of Wills of Cumberland County, Pennsylvania $316,546.65 2 10/24/97 Proceeds from sale of 520 shares common stock, Bell Atlantic Corp... ....$42,794.30 Appraised at...............,.... .39, 975,00 Gain 2,819.30 3 10/24/97 Proceeds from sale of 990 shares common stock. Bell South Corp. ............... $47,704.03 Appraised at..... . . , . . . . . , . . . . . . .44,302.50 Gain 3,401.53 Subtotal $322,767.48 ",,',.vra --....-...-...'..",.'..'~ ..>,.., '.,.'.. --..;~ Allstille& Sparler A~cw.f)~"'ILAw , --.---...... . No. ~ Item Amount Sub-total brought forward........................... $322, 767 .48 4 10/24/97 Proceeds from sale of 952 shares Southern New England Tele. Corp...................$42,007.07 Appraised at............................. 38,496.98 Gain 3,510.09 5 10/24/97 Proceeds from sale of 8,107.933 shares Federated Fund U.S. Govt. Sec. Inc. C1 B.$61,710.05 Appraised at............................. 63,890.51 Loss (2,180.46) 6 11/6/97 Proceeds from sale of 551 shares American U.S. Government Guaranteed Securities Fund .......................... $7,262.34 Appraised at.............................. 7,185.04 Gain 77.30 7 11/6/97 Proceeds from sale of 1259 shares Eaton Vance National Municipal Fund............$13.277.10 Appraised at............................. 13,131.37 Gain 145.73 8 11/13/97 Proceeds from sale of 360 shares Federated Utility Fund. Cl. F.......................$5.074.25 Appraised at............................. ._5.017 .06 Gain 57.19 9 11/24/97 Proceeds from sale of 820 shares ML Global Utility Fund, B.......................... .$13,418.05 Appraised at............................. 13,16l.00 Gain 257.05 10 l2/l2/97 Proceeds from sale of $5,000.00 Twin Valley Pa. School District Bond, 5.90%....$5.085.48 Appraised at.............................. 5.083.50 Gain 1.98 11 12/12/97 Proceeds from sale of 615 shares NUV Pa. Invt. Quality Mun. Fund................. .$10.237 .96 Appriased at............................. 10.229.87 Gain 10.07 12 12/12/97 Proceeds from sale of 100 shares General Motors Corp............................... $6,226.93 Appriased at.............................. 6,718.00 Loss (491.07) Sub-total $324,155.36 Ans/ine& Sparler Ano.;o,f>'SA~V.W : No. ~ Item Amount Sub-total brought forl<ard............................ $324,155.36 13 12/12/97 Proceeds from sale of 600 shares Muniyield Penn Fund, Inc...................$8.874.89 Appriased at............................... 9,144.00 (269.11) $323,886.25 Loss Total Debits . . PRINCIPAL PERSONALTY Credits Item Amount Cumberland County Register of Wills, granting letters testamentary .................................$ 423.50 Cumberland Law Journal, advertising letters........... 60.00 The Patriot News, advertising letters................. 204.49 Pennsylvania American Water Company, water rent....... 14.74 Pennsylvania Power & Light Company, electric bill..... 115.24 Security Link, house security......................... 81.64 Bell Atlantic, phone bilL............................ 16.33 George R. Ulsh, house appraisal....................... 250.00 Vitalink, pharmacy services........................... 492.29 Our Daily Bread, after-funeral luncheon............... 300.51 Robert Lau, organist for memorial service............. 75.00 Mark Ulsh, lawn care Aug. 6, 13, 21, and 27 @ 30.00... 120.00 East Pennsboro Township, sewer/sanitation............. 45.18 PNC Bank, credit card balance (food purchase at Karns) 22.77 Manor Care Health Services, care 8/1/97 to 8/31/97.... 4,473.74 UGI, gas bill......................................... 32.01 Ian Spitzer, cleaning exterior of house, yard work, cleaning gutters...................................... 120.00 Betsy DeStephano, cleaning service.................... 75.00 Pennsylvania Power & Light Co., electric bill......... 67.48 Bell Atlantic, phone bilL............................ 20.55 Mark UIsh, lawn service............................... 90.00 Sub-total $ 1',101.07' :~~~~.."':Uf~~'~!.~;.......Ii"'".~,..,~~.'V"-'lf'~~\'-)~;,;i\oti~.'J~'"-;';'.\:".JIit':"I;-;'.:-J.,',_'i~,..:I'l'.:<;'':'''''~l'''~~'''la..=,,'.'''' No. Date 22 10/17/97 23 10/17/97 24 10/17/97 25 11/6/97 26 11/6/97 27 11/6/97 28 11/6/97 29 11 / 16/97 30 12/3/97 31 12/3/97 32 12/3/97 33 12/12/97 34 12/15/97 35 4/20/98 36 6/11/98 37 5/14/98 38 9/10/98 39 5/14/98 40 5/14/98 41 42 Anstine & Spar/er AI"ON""ru,oI' Item Sub-total brought forward............................. $ Pennsylvania American Water Company................... Vitalink, pharmacy bill............................... Myers-Harner Funeral Home, funeral expenses........... Amount 7,101.0~ 15.0J 458. 4 ~ 1,763.0 Bell Atlantic, phone bill............................. 16.2 UGr, gas bill......................................... 49.2 Mark S. Ulsh, lawn care and leaf removal.............. 95.0 Mt. Calvary Episcopal Church, co1umbarium niche....... Judy Minnich, cleaning house.......................... Pennsylvania Power & Light Company, electric bill..... UGI, gas bill.........................,............... Pennsylvania American Water Company, water rent....... Mark Ulsh, lawn care, leaf removal.................... Mary C. Lewis, Register of Wills, payment on account of Pennsylvania Inheritance tax....................... Mary C. Lewis, Register of Wills, certified copy of Will................................................. . Mary C. Lewis, Register of Wills, filing Inheritance Tax Return................,........................... Mary C. Lewis, Register of Wills, filing inventory.... Mary C. Lewis, filing Account......................... Mary C. Lewis, balance of inheritance tax due......... (See attached Exhibit "A" ) Internal Revenue Service, Federal Estate Tax due...... Amount of checks paid by PNC Bank on checking account No. 5140051443 after date of death appraisal and before closing of the account...,..........................., Anstine & Sparler, long distance phone calls,......... Sub-total 79.1 85.5 25.6 I i I 120,000.00 \ I , 2.od' l ".01 t l:~::J I 70.0 10,146.5 99,700.4 336.1 19.4 $240,724.9 " . INCOME PERSONALTY Debits No. Dete Item Amount - 1 9/19/97 Merrill Lynch, monthly dividend. . . . . . . . . . . . . . . . . . . . . . . . . . $ 207.15 2 10/6/97 Merrill Lynch, monthly dividend... .., .. ..... .... . .... .. .. 651.14 3 10/18/97 Merrill Lynch, dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187.50 4 11/18/97 Merrill Lynch, dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.69 5 11/26/97 Merrill Lynch, dividends. . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45.15 6 11/3/97 Merrill Lynch, dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63.66 I 7 11/21/97 Merrill Lynch, dividends. . . , . . . . . . . . . . . . . . . . . . , . . . . . . . . . . 27.00 I 8 12/1/97 Merrill Lynch, dividends. . . . . . . . . . . . , . . . . . . . . . . . . . . . , . . . . 51. 69 9 12/10/97 Merrill Lynch, dividends. . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . 50.00 10 12/31/97 Merrill Lynch, dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . .03 11 10/31/97 Nathan & Lewis Securities, Inc. , dividend and interest. . . 728.42 12 11/28/97 Nathan & Lewis Securities, Inc. , dividend and interest. . . 1,185.35\ 13 12/31/97 Nathan & Lewis Securities, Inc. , dividend and interest. . . 1,777.09 , 14 1/30/98 Nathan & Lewis Securities, Inc. , dividend and interest.. . 548.50 I 15 2/27/98 Nathan & Lewis Securities, Inc. , dividend and interest. . . 1,119.11 16 3/27/98 Nathan & Lewis Securities, Inc. , dividend and interest. . . 1,016.51 17 4/24/98 Nathan & Lewis Securities, Inc. , dividend and interest. . . 1,110.13 I I 8.820.121 AlIstille& Spar/a A'r':,">'No1Aru,\ ."..,.....,',..'.....'':'.',.''""f"____~_'.'"'._., ,~:' ' }~~r::l ;";'11 :~J":::i -,;(\ i..li ,,-,,,I 0~:::';1 ,',I ~~'YI \""\' ~~i<' , ~\oI1'.J I "~,,,,"\Il :j~:~~ i 'I ;:;';j I '~q~J,1 ( ~~ji 1 ~!~A I >'ii i'\ :#;,l :",:1 ~,~,l .s;:-! ':il .",' I 'il;' p ~.l ' ~:i : f, I ,~, . ~~ . ~.l !~(t~~,,;';(\A;,,;~;; Ansti/le& Spar/a A~O'1\f>1AJLo.", " . No. Date 1 11/17/97 ~. Date 1 11/17/97 2 11/17/97 3 11/17/97 ;,(~'~<"Q;~~~'d:"',",I-''''.'''''M~''~'- REAL ESTATE ACCOUNT Debits Item Amount Real estate situated at 47 Go1fview Road, East Pennsboro Township, Cumberland County, Pennsyl- vania, sold to Nicholas V. Papoutsis and Irene N. Papoutsis....................................................... .$134,000.00 Total $134,000.00 REAL ESTATE ACCOUNT Credits Item Amount Re/Max Realty Associates and Coldwell Banker, commission on sale of real estate...................$ 6,700.00 Robert P. Ziegler, Recorder of Deeds, revenue stamps for deed.... ........................................................................ 1,340.00 Pest control inspection.................. .....oo...............oo.... 30.00 Total Credits Balance $ 8,070.00 125,930.00 $134,000.00 Anstine & Sparler A~O<NI'1~lLo" R E CAP I T U L A T ION PRINCIPAL PERSONALTY: Oebi ts.. . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . .. . . $323,886.25 Credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 295,224.98 8alance $ 28,661. 27 INCOME PERSONALTY: Oebi ts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . $ 8,820.12 Credits............................."....... 0.00 Balance 8,820.12 REAL ESTATE ACCOUNT: Oebi ts. . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . $134,000.00 Credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . 8, 070 . 00 Balance 125.930,00 BALANCE ON ACCOUNT.....................,..................... $163,411. 39 " 'I I I ',d d "-I ., 'I' ,P ~, J: AlIstille& ,.~:,S,',:\i ' Spar/er A..'WO'<o1,o.rl,..t.... ADV ANCE mSTRIBUTIONS William C. Walsh, Administrator with Will Annexed for the estate of Mary Walsh, who died December 13, 1997: Cash..".,.".,."".".".""."",.,..",.."...".,."".""".,..,., $2000.00 Empire Chest.................................. 150.00 2 Hooked Rugs..................................50.00 Dresser Set...................................., 150,00 350,00 $2350,00 Ward Green: Cash.,. ". .', ."" ".""" "'.'",,, ".,'..', .., ..........",......". ... $6000,00 4 Hitchcock Chairs.............................80,OO Tall Cherry Dresser.......................... 100,00 Wedgewood Set............................... 400,00 580,00 $6580.00 Katherine Richards: Cash,....,."."."."..",.",..",.,..",.,...".".",.",."."."",. $2000.00 Victorian Chair, ............,..,..".... ..... ..125.00 Victorian Chair..........................,...., 125,00 Desk........, .................,..,.",.... .......350.00 600,00 $2600,00 Carolyn (Green) Anstine: Server......, .........., ............".. ........' 475,00 Plate.....,.., ...........,... .....' ............... 25.00 Messiah Platter............,....",.. .........,275,00 775,00 Sherman Dardis: Hitchcock Chairs,.........,.,.,......,....,...125.oo Empire Stand......"....,.."..,.... ......... ..110,00 Lamp...."..............,..,..",................ 50,00 285.00 Anstinc& Spnrler A:'OI"J"'l"rLo,o\' Jeffrey Green: Clock", ",." ,."".." ,., ,.", "" ,., "" ".". $65,00 Mirror..,..".. ........... ..... .....,.. ..........,45,00 Cabinet.....,...., ......., ..... ......,..,..,....,,40,00 $150,00 Ruth Herman: Pine Jelly Cupboard.......................... 300,00 Chocolate Set.................................. 275,00 Hooked Rug................................... 25,00 600,00 Margaret R, Jaquith: Chippendale Side Chair......................350.00 Baby Cup....................................... 45.00 Comer Display Stand........................ 110,00 505,00 Bruce Usher: 3 Prints,........, ......, , ..........,......,.."...45.00 Antique Frame......,..,...., ..........,.....,.,25,00 2 Pocket Watches.............................. 60,00 130.00 $13,975,00 PROPOSED SCHEDULE OF DISTRIBUTION Balance on account as stated $163,411.39 I. Ml. Calvary Episcopal Church 4,902,35 2, Lowther Manor lodge No. 781 4,902.34 3. Bruce Usher 13,056,56 Less Advance Distribution 130.00 12,926.56 4, Katherine Richards 13,056,56 Less Advance Distribution 2,600,00 10,456,56 5, Ruth Hennan 25,345,11 Less Advance Distribution 600,00 24,745.11 6, Margaret R, Jaquith 25,345.12 Less Advance Distribution 505,00 24,840,12 7, Shennan Dardis 25,601.12 Less Advance Distribution 285.00 25,316,12 8, William C. Walsh, Administrator of Estate of Mary Walsh 25,601.12 Less Advance Distribution 2,350.00 23,251.12 9, Jeffrey Green 8,533,70 Less Advance Distribution 150,00 8,383.70 10, Ward Green 8,533,71 Less Advance Distribution 6,580,00 1,953.71 11. Carolyn (Green) Anstine 8,533,70 Less Advance Distribution 775,00 7,758,70 $149,436,39 Advance Distributions 13,975.00 $163,411.39 I I I r i I 1- Anstine & I Spar/er I A'TOMl'SA'UoI' ,::1 Anstine & Sparler Arra<l".f>'S,o,r(J.", NAME ADDRESS Mt. Calvary Episcopal Church 125 North 25th St., Camp Hill, PA 17011 Lowther Manor Lodge No. 781 2215 Market St.. Camp Hill, PA 17011 Worcester Polytechnic Institute 100 Institute Rd., Worcester, MA 01609 h1;+ 10, l'l'\ ~ DATE \~,dJ ' ( b (L~) WILLIAM B. ANSTINE. JR. ' Allstille& Spar/er A'W,"'~1-"IA'L.<W COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF YORK Before me, a Notary Public in and for said County and Commonwealth, personally appeared CAROLYN a, ANSTINE, Executrix of the Last Will and Testament of Vonne D, Raymond, who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Account are true and correct to the best of her knowledge, information and belief. " . ((" / ,..../~ ~./rl I, t 'I,~/:' r,~ .r: CAROLYN/a, ANSTINE Sworn and subscribed to before me this~ day Of~~, ,19~:. . k/A-"~,r: ;y;;.~~a<~ , Notary Public [Notarial Seal Muriel R. Williams, Notary Public York, York Counly My Commission Expires 000, 5. 1998 ; ~t:"~, PC;1!"''::Y!V~If':i', t.";'_:X31:C~ cf t-l"'l'?':~~ THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of publication Jlnder Act No 587 Anorovoo Mav 16 1929 Commonwealth 01 Penn.ylvenll, County 01 Deuphln} II hfkhaelhforroMl being duly sworn according to low, deposes ond soys: That he Is the Assistant Controller of THE PATRIOT.NEWS CO" a corporation organized and existing under the laws of the Commonwealth of Penn sylvan ie, with Its principe I office end place 01 business at 812 to 818 Market Street, In the Clly of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of THE PATRIOT. NEWS and THE SUNDAY PATRIOT.NEWS newspapers of general circulation, printed and published at 812 to 818 Market Street, In tha City, County and State aforesaid; that THE PATRIOT.NEWS and THE SUNDAY PATRIOT-NEWS were established March 4th, 1854, end September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which Is securely allached hereto is exactly aa printed and published In their regular dally and/or Sunday and Metro editionsllssues which appeared on the 26th day of September and the 3rd and 10th day(s) of October 1997, That neither he nor said Company Is Interested In the subject mailer 01 said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and Is virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded In the office lor the Recording of Deeds In and for~ sid 0 nty of, uJl~ln In Mlscellanl10us Book "M", Volume 14, Page 317, PUBLICATION COpy __________ --------- Sworn to, and subscribed befor me this 10~h d of October 1997 A.D, Notarial Seal ~ Terry L, Russell. HoIa1Y Pu ' v Ha",~urg, Dauphin Cou Iyl.:'; , (... My Commission Expires ,NO ARY PUBLIC 1oleITbir,~""""""IJr=mission expires June 6, 1998 LETTERS OF ADMINISTRATlON OR " TESTAMENTARY , NOTICE 'Iherebyolven thotl,",nof Admin- .' Istratlon or Testamentory hove been "ranted by the RHlst.rotWlIIsot York County, Po" upon the estate' 01 thelollowlno named decedents ond all persons Indented to any at sold .statts or. r.- quested to make Immediate POyment end those having claim. CK/Clnst any o' said estates shall make tIltm known wlthootclela... to tilt reSPeCtlvlI Executor or Admlnl.trotor. ;" :..,'fiJtateotvonneD. Ravmoftd.dtUCIed loteof East PennlbOra Township CUmber County, Penn.. ....lvonla. :,:'.!",. " ~ CaroIYnG. AnSflnt 211 NorttI2ttftStrttf camJ HItI, PeftftlylvotML 1nl1 AcIInlftl.....tor/..IQCUtor/s . WIINom.. Anltlne, Jr., ....., AffomlY 117 lOIt Market strtet ~V~Pa~17411 WILLIAM B. ANSTINE, JR., ESQ. 117 EAST MARKET STREET YORK, PA, 17401 statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr, For publishing the notice or publication attached hereto on the above steted dates $ Probating same (1) Notary Fee(s) $ Total $ 203.49 1.00 204.49 Publisher's Receipt for Advertising Cost THE PATRIOT-NEWS CO., publisher of THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS, nl1wspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid, THE PATRIOT-NEWS CO, By",..,.."..."",..".".,..""".....""."."",..."..','..", ~IREA~ ~F "INDIVIDUAL TAKES ~ . INHERITANCE TAX DIVISION DEPT. Z806Gl HARRISBURG, PA 17128-0601 ANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN WILLIAM B ANSTINE JR ESQ 117 E MARKET ST YORK PA 17401 08-21-1998 RAYMOND 09-14-1997 21 97-0769 CUMBERLAND 101 Allaunt Rellitt.d *' IINItIUU,c".," VONNE MAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 D HOTE: To insure proper credit to your account, sub"it the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=is91i-EX--AFP--C09-:97i------.JJ-iN-HERi-fANC-i-TA-i-REl:ORD--ADjiisTH-iNT--..----._----------------------- ESTATE OF RAYMOND VONNE D FILE NO. 21 97-0769 ADJUSTHENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. 40intly Owned Property (Schedule fJ 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) Debts/Hortgage Liabilities/Liens (Schedule X) Total Deductions Net Valus of Tax Return Charitable/Governmantal Bequests; Non-elected 9113 Trusts Net Value of Estate Subject to Tax 10. 11. 12. 13, 14. TAX: 15. A.ount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at lineal/Class A rate 17. A.ount of Line 14 taxable at Collateral/Class B rate 18. Principal Tax Due TAX CREDITS: PAYHENT DATE 12-11-1997 06-11-1998 RECEIPT NUHBER AA242553 AA296305 DISCOUNT 101 INTEREST/PEN PAID (-) 6,315.79 .00 (1) (2) (3) (4) (5) 161 17J (9) (10) lIS) (16) (17) ACN 101 134.000.00 256,795.09 .00 ,00 165 .131. 68 .00 525 .439,71 (8) 62.077,50 6.448.04 llll 1121 1131 1141 (Schedule J) ,OOX,oo= .00X.06= 909 ,748.92 X.15 = 1181 AHOUNT PAID 120.000,00 10,146,55 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, DATE 08-21-1998 1,081,366.48 68.525.54 1, 012 ,840.94 103.092.02 909,748.92 .00 ,00 136.462.34 136.462.33 136 462.34 .01CR ,00 ,OlCR IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I EXHIBIT "A" ['. -,... -"...~,.., ...'.. f'IVo1dOPf1t,"1 ,/ ... . . INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280801 HARRISBURG PA 17'28.0801 DECEDENTS NAME FILE NUMBER 2197-0769 101 VONNE RAYMOND ACN REVIEWED BY G JACKIE SCHULZE EXPLANATION OF CHANGES SCHEDULE ITEM NO, THE CHARITABLE DEDUCTION HAS BEEN INCREASED PER THE THE ORIGINAL RETURN, 103092.02. 717-787-1603 ORIGINAL Page 1 Anstine & S par ~~!;RNEYS AT LAw TELEPHONE (717) 846.8811 TOLL FREE (888) 922,6784 FAX(717) 852-8915 October 26, 1998 117 EAST MAnKE! STREET YORK,PA 17401 Honorable Kevin A, Hess Cumberland County Courthouse Three South Hanover Street Carlisle, PA 17013 RE: Estate of Vonne D, Raymond File No,: 21-97-0769 Dear Judge Hess: Enclosed please find the amended First and Final Account and our Petition to Confirm the Amended Account in the above-referenced estate. The amount of Principal Personalty Debits has been reduced by $40,214.53 to reflect the amount of an IRA account held by Masland L. Barrick, Inc., consisting of 4,622,36 shares Limited Term Government Fund Cl. A @ 8.70, This IRA was reported on the Pennsylvania Inheritance Tax Return but was non-probate property and should not have been included in the Principal Personalty Debits of the First and Final Account. As the Account and the Petition indicate, the balance on the account for distribution should be reduced from $163,411.39 to $123,196,86 and this is reflected in the Amended Account's revised Schedule of Distribution, I notified all the beneficiaries of this change and received their approval. Thank you for your courtesy and cooperation in this matter, Very truly yours, I .\" /L,c--, \J-j}.L"------. L...... .... - William B. Anstine, Jr, WBA/mg Enclosures WIlliAM B, ANSTINE, JR, . KENNETH J, SPARLER . JOHN R, ELLlOlT' . ANDREW B, BROWN' MARY B, ANSTINE . W. BURG ANSTINE (1910,1991) . Also Admitted in Maryland Al1stil1e& Spar/er kr;),/,\(>1'vLow , IN THE MA TIER OF THE ESTATE OF VONNE D. RAYMOND, LATE OF EAST PENNSBORO TOWNSffiP, CUMBERLAND COUNTY, PENNSYLVAJaA,DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA : NO. 21-97-0769 : ORPHAN'S COURT DIVISION ORDER AND NOW, TO WIT, this 2" day of (',hbl.~ , 1998, the Court, upon consideration of Petitioner's Petition to Confirm Amended Account, grants its approval and it is hereby ORDERED that the Amended Account is accepted. ~ J, "" ~".." .. AlIstillc& Spar/er AI'I(l->y'"A'LA,'" appraisement filed in the Office of the Register of Wills of Cumberland County. Pennsylvania". should be reduced from $316,546,65 to $276.332,12 to reflect the subtraction of the IRA account. 6, Consequently, the balance on account is reduced from $163,411.39 to $123,196.86 and this change should be reflected on the Schedule of Distribution. 7. A corrected First and Final Account with these changes is attached. 8, Counsel for Petitioner has contacted all the beneficiaries to infonn them of this change and has received approval of the new Schedule of Distribution from all, WHEREFORE, Petitioner, Carolyn G, Anstine, requests that the court confirm the Amended First and Final Account. Respectfully Submitted, Date: DcJ. :yU , \ &\(j "3 , BY: {~, /A"{t I r' ( ((" ~/ Clo~ Carolyn G. Anstu\e, p~!)ioner AlIstille& Spar/a ArI,")QI,fI1A'lo.v VERIFICATION !, CAROLYN Q, ANSTINE, Executrix of the Estate of Vonne D, Raymond, hereby verify the facts as set forth in the foregoing Petition to Confirm Amended Account, as being true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa, C ,S, Section 4904 relating to unsworn falsification to authorities. Date: oct. J!..;: \ CjC['D Ii " ( . . c~{t. l..(v~I"" t.A//.Q(,i.,t.'-L- Carolyn G, sti., Executrix of the Estate ofVonne D. Raymond , Anstine & Sparler A'Io.;>.(.,..L.ooli CERTIFICATE OF NOTICE I certify that by October 26, 1998, the following beneficiaries of the amendment to the First and Final Account and Schedule of Distribution have been orally notified and each beneficiary has approved the amendment: Bruce Usher Katherine Richards Ruth Hennan Margaret R. Jaquith Shennan Dardis Jeffrey Green Carolyn G, Anstine Ward Green Mt. Calvary Episcopal Lowther Manor Lodge No. 781 William C, Walsh, Administrator for the estate of Mary Walsh ANSTINE & SPARLER Date: ()(;~--"'- Zl-. , I1Cf 5J . lJlM--- .rS (QA~r -'- tA ( William B. Anstine, Jr., Esquire - 117 E, Market Street York, PA 17401 (717) 846-8811 Attorney for Estate of V onne D, Raymond By: ...~ \-1 CI _'-I..' [". ') '.JJ C~ LC a: .- -:r .' '.0 ('oJ t:; c:.1 '<</ 9- ..." ::; ( "'e. ~ j ~ ~ ~ _Y~g "Q ~ <( ~~ ~~ ...... $::l... 1nU) ~ ~ " " . . , - . . - "'"' w "'_ ~~.Q~ ...."'~N l.... F=:'~ ~Cf5.E' ~3~t::- "'>i!:,f - ~ w ~ No. Date Item Amount 5, 10/24/97 Proceeds from sale of 8,107,933 shares Federated Fund V,S, Govt. Sec. Inc, Cl. B. $61,710,05 Appraised at 63,890,51 Loss (2,180.46) 6, 11/6/97 Proceeds from sale of 551 shares American U.S, Gov!. Guaranteed Securities Fund $7,262,34 Appraised at 7,185,04 Gain 77.30 7. 11/6/97 Proceeds from sale of 1259 shares Eaton Vance National Municipal Fund $13,277,10 Appraised at 13,131.37 Gain 145,73 8, 11/13/97 Proceeds from sale of 360 shares Federated Utility Fund, Cl. F, $5,074,25 Appraised at 5,017.06 Gain 57,19 9. 11/24/97 Proceeds from sale of 820 shares ML Global Utility Fund B. $13,418,05 Appraised at 13,161.00 Gain 257,05 10, 12/12/97 Proceeds from sale of $5,000 twin Valley Pa. School Dist. Bond, 5,90% $5,085.48 Appraised at 5,083,50 Gain 1.98 II. 12/12/97 Proceeds from sale of 615 shares NUV Pa, Inv!. Quality Mun. Fund $10,237,96 Appraised at 10,229,87 Gain 10m 12. 12/12/97 Proceeds from sale of 100 shares General Motors Corp, $6,226.93 Appraised at 6,718,00 Anstine & Loss (491.07) Sparler Arro.;O'(>1~lL~N j \ Al1stil1c& Spar/er A'1{)RP~'~A'l..A,\' No. Date Item Amount 13, 12/12/97 Proceeds from sale of 600 shares Muniyield Penn Fund, Inc, $8.874,89 Appraised at 9,144.00 lJoss (269,11) TOTAL DEBITS: $283,671.72 PRINCIPAL PERSONALTY Credits No. Date Item Amount 1. 9/18/97 Cumberland Co, Register of Wills, granting letters testamentary $423,50 2, 9/23/97 Cumberland Law Journal, advertising letters 60,00 3, 9/26/97 The Patriot News, advertising letters 204.49 4. 9/20/97 Pennsylvania American Water Co" water rent 14,74 5. 9/20/97 Pennsylvania Power & Light Co" electric bill 115,24 6, 9/20/97 Security Link, house security 81.64 7, 9/20/97 Bell Atlantic, phone bill 16,33 8. 9/20/97 George R. Dish, house appraisal 250,00 9, 9/22/97 VitaIink, pharmacy services 492,29 10, 9/26/97 Our Daily Bread, after-funeral luncheon 300,51 11. 9/27/97 Robert Lau, organist for memorial service 75,00 12, 10/1/97 Mark Dish, lawn care Aug, 6, 13, 21 and 27 @30,oo 120,00 13, 10/1/97 East Pennsboro Township, sewer/sanitation 45,78 14, 10/1/97 PNC Bank, credit card balance (food purchase at Karns) 22,77 15, 10/1/97 Manor Care Health Services, care 8/1/97 - 8/31/97 4,473,74 16, 10/2/97 UGI, gas bill 32,01 17, 10/11/97 Ian Spitzer, cleaning exterior of house, yard work, I i A/lsli/le& cleaning gutters 120,00 t Sparler ; , Arr:l-^!"''''LolV , I. ~ .:...~j--,...~.~--"-~..'."..__..,.....,.....- No. Date Item Amount 18, 10/ 12/97 Betsy DeStephano, cleaning service 75,00 19. 10/17/97 Pennsylvania Power & Light Co., electric bill 67.48 20, 10/17/97 Bell Atlantic, phone bill 20,55 21. 10/17/97 Mark Ulsh, lawn service 90.00 22, 10/17/97 Pennsylvania American Water Co, 15,02 23, 10/17/97 Vitalink, pharmacy bill 458,41 24, 10/17/97 Myers-Harner Funeral Home, funeral expenses 1,763,00 25, 11 /6/97 Bell Atlantic, phone bill 16.29 26. 11/6/97 UGI, gas bill 49,27 27. 11/6/97 Mark S, Ulsh, lawn care and leaf removal 95,00 28, 11/6/97 Mt. Calvary Episcopal Church, columbarium niche 500,00 29, 11/16/97 Judy Minnich, cleaning house 100,00 30, 12/3/97 Pennsylvania Power & Light Co" electric bill 79,15 31. 12/3/97 UGI, gas bill 85,54 32, 12/3/97 Pennsylvania American Water Co., water rent 25,60 33. 12/12/97 Mark Ulsh, lawn care, leaf removal 70,00 34, 12/15/97 Mary C, Lewis, Register of Wills, payment on account of Pa. Inheritance Tax 120,000,00 35, 4/20/98 Mary C, Lewis, Register of Wills, certified copy of Will 2,00 36, 6/11/98 Mary C, Lewis, Register of Wills, filing Inheritance Allsfilll'& Tax Return 15,00 Spar/a ATI~,,.r/.A,,' 1.~~,,,...,,,:",,___~,"- .,.,... -~". ~,,- ^ . .. . ,"-~_, ""~'".""",,.,"',',~'r-_'_'_'- . Allstille& Sparler A'1,~""H'Lo.,'" No. ~ Item Amount 37. 5/14/98 Mary C, Lewis, Register of Wills, filing inventory 10,00 38, 9/10/98 Mary C, Lewis, Register of Wills, filing account 137.00 39, 5/14/98 Mary C. Lewis, Register of Wills, balance of inheritance tax due (see Exhibit "A") 10,146,55 40, 5/14/98 Internal Revenue Service, Federal estate tax due 99,700,44 41. Amount of checks paid by PNC Bank on checking account No, 5140051443 after date of death appraisal and before closing of the account 336,19 42, Anstine & Sparler, long distance phone calls 19.45 43, 5/14/98 Anstine & Sparler, attorneys' fees 24,500.00 44. 5/14/98 Carolyn G, Anstine, executor's fees 25,000,00 45, Reserve for additional taxes, recording release etc. 5,000.00 TOTAL CREDITS: $295,224,98 Balance -11 ,553.26 $283,671.72 INCOME PERSONALTY Debits No. Date Item Amount 1. 9/19/97 Merrill Lynch, monthly dividend $207,15 2, 10/6/97 Merrill Lynch, monthly dividend 651.14 3, 10/18/97 Merrill Lynch, dividends 187,50 4, 11/18/97 Merrill Lynch, dividends 51.69 5, 11/26/97 Merrill Lynch, dividends 45,15 6, 11/3/97 Merrill Lynch, dividends 63,66 7. 11/21/97 Merrill Lynch, dividends 27.00 8, 12/1/97 Merrill Lynch, dividends 51.69 9, 12/10/97 Merrill Lynch, dividends 50,00 10, 12/31/97 Merrill Lynch, dividends ,03 11. 10/31/97 Nathan & Lewis Securities, Inc" dividend and interest 728.42 12, 11 /28/97 Nathan & Lewis Securities, Inc" dividend and interest 1,185,35 13. 12/31/97 Nathan & Lewis Securities, Inc. dividend and interest 1,777,09 14, 1/30/98 Nathan & Lewis Securities, Inc, dividend and interest 548,50 15, 2/27/98 Nathan & Lewis Securities, Inc, dividend and interest 1,119,11 Alls/ille& Spar/er A"....7\ol" A1U'" ~,_"'" ,~....;."'""""'....._....._.~.r'~......---' -0 .'.. , , ~ Date Item Amount - - 16, 3/27/98 Nathan & Lewis Securities, Inc, dividend and interest 1,106.51 17. 4/24/98 Nathan & Lewis Securities, Inc, dividend and interest 1,110.13 $8,820,12 'Anstine & : Sparler !:'fI">>.I~AILAw No. Date J. 11/17/97 No. Date 1. 11/17/97 2, 11/17/97 3, 11/17/97 REAL ESTATE ACCOUNT Debits Item Amount Real eslllle situated at 47 Golfview Road, East Pennsboro Township. Cumberland Co,. PA. sold to Nicholas V. Papoutsis 2nd Irene N. Papoutsis$134,OOO,oo REAL ESTATE ACCOUNT Credits Item Amount Re/Max Realty Assoc, and Coldwell Banker. commission on sale of real eslllte $6.700,00 Robert p, Ziegler. Recorder of Deeds. revenue stamps for deed 1.340.00 Pest control inspection 30.00 TOTAL CREDITS: Balance $8,070,00 125,930,00 $134.000,00 \;" "..", , ~ RECAPITULATION PRINCIPAL PERSONALTY: Debits $283,671. 72 Credits 295,224,98 Balance -$11.553,26 INCOME PERSONALTY: Debits $8,820,12 Credits 0,00 Balance $8,820.12 REAL ESTATE ACCOUNT: Debits $134,000,00 Credits 8,070,00 Balance $125,930.00 BALANCE ON ACCOUNT $123,196.86 Anstine & , Sparler AlJo.""",->1~It.A.v ,..-,,!,\" ','"..,~.,.,,- ....... "'.'-""~.' "..".'.1 "._, ",'" ! l- I'; Anstine & Sparler ATW"I'''f'1~'l.A.+' ADVANCE DlSTRIBUfIONS William C, Walsh, Administrator with Will Annexed for the estate of Mary Walsh, who died December 13, 1997: Cash Empire Chest 2 Hooked Rugs Dresser Set 150.00 50.00 150.00 $2000,00 350,00 $2350,00 Ward Green: Cash"...,."."."....",.".".""""",..,."",.""".""...,.,." $6000.00 4 Hitchcock Chairs.............................80,OO Tall Cherry Dresser........................., 100.00 Wedgewood Set...............................400,OO 580.00 $6580.00 Katherine Richards: Cash....... ...... ........,.",.., ....... ....... ............, ....",,'.,.., $2000.00 Victorian Chair................................ 125.00 Victorian Chair....,.................,......... 125.00 Desk,.,.,,'. ,. ,.., .., ,..".,.,..",..., ,....,.,., 350.00 600,00 $2600,00 Carolyn (Green) Anstine: Server".", ,.., "., '., ,.,." ',..",....,..,.,.,. 475,00 Plate."."...........,.".".,.",..",.."".,., 25,00 Messiah Platter.,.............................. 275,00 Shennan Dardis: Hitchcock Chairs,......,.... ............... ...125.00 Empire Stand....,....,.. ..... ........ ...." ....110.00 Lamp............,.".."..,................,...., 50.00 , ,,,."."*~'''''''''''_._.,,~,?'_.'''._ . j -;;;{:~*:';:,i~t:~~~:";;~,-,<;:."i.;.. '. H, ..':'-;.."" . ' --. h>O._'~'.~_:i~ . 775.00 285.00 Allslille& Sparler AI1ON<1"'LA...' Jeffrey Green: Clock, ",.,. """ '" ,.".".."""""",," ," $65,()() Mirror...." ...",....,....".",..,........"..,' 45,()() Cabinet...." ........,....,.,...................., 40,()() $150,()() Ruth Herman: Pine Jelly Cupboard.......................... 300,()() Chocolate Set................................., 275,()() Hooked Rug................................... 25.()() 6()(),()() Margaret R, Jaquith: Chippendale Side Chair.....................,350.()() Baby Cup......................................, 45,()() Comer Display Stand........................ llO,()() 505.()() Bruce Usher: 3 Prints.., ....", .........,......"..",..,' ...." 45,()() Antique Frame,... ........, .....,.."....' ...." 25.()() 2 Pocket Watches.............................. 60,()() 130,()() $13,975.00 PROPOSED SCHEDULE OF DISTRIBUTION Balance on account as stated $123,196,86 1. Mt. Calvary Episcopal Church 3,695.91 2, Lowther Manor lodge No. 781 3,695.91 3, Bruce Usher 9,843.42 Less Advance Distribution 130.00 9,713.42 4, Katherine Richards 9,843.43 Less Advance Distribution 2,600,00 7,243.43 5, Ruth Hennan 19,107,84 Less Advance Distribution 600,00 18,507.84 6, Margaret R. Jaquith 19,107,84 Less Advance Distribution 505,00 18,602.84 7. Shennan Dardis 19,304,94 Less Advance Distribution 285.00 19,019.94 8, William C. Walsh, Administrator of Estate of Mary Walsh 19,304.95 Less Advance Distribution 2,350,00 16,954.95 9, Jeffrey Green 6,430,88 Less Advance Distribution 150,00 6,280.88 10. Ward Green 6,430,87 Less Advance Distribution 6,580.00 -149,13 11. Carolyn (Green) Anstine 6,430,87 Less Advance Distribution 775.00 5,655,87 $109,436.39 Advance Distributions 13,975,00 $123,196.86 .- AlIstille& I Sparler , Arro;o,f>1Ml..lw p. . .. ..:~ ~:; ~"'- ~.I', i~, I" ",: AlIstille& Spar/er k!.:.>'?\4"'''~lL.N CERTIFICATE It is hereby certified that written notice of the filing of the original account and the call thereof for audit or confirmation was given to every unpaid claimant who had given written notice of his claim to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin; that such notice stated the date, time and place of audit and that any objections to the account must be tiled, in writing, not later than the audit session of the Court. No objections to the Account have ever been received, Such notice was given to the following persons at the addresses listed: Name Address Bruce Usher 30 Villager Rd" Chester, NH 03036 Katherine Richards Box 762, N, Chatham, MA 02650 Ruth Herman 8313 Fredonia Rd., Richmond, V A 23227 Margaret R. Jaquith 22 Harborview Ave., Milford, CT 06460 Sherman Dardis 345 Taurnan Rd., Orange, CT 06477 William C. Walsh, Administrator with Will Annexed for the Estate of Mary Walsh, who died on 12/13/97 24 Elm Street, Dover, NH 03820 Stephen M, Morrison, Esq., attorney for Estate of Mary Walsh, deceased 45 Silver St., Dover, NH 03820-3900 Jeffrey Green 2109 Campfire Ct., Silver Springs, MD 20906 Ward Green 211 North 24th St., Camp Hill, PA 17011 Carolyn (Green) Anstine 211 North 24th St., Camp Hill, PA 17011 ~i,;:jj,l,'JA':t"'l\<~'j"""~."""-"~"~""'.:."'"". .' Allstille& SpatTer A,10ll'.{..UJ/..t.... Mt, Calvary Episcopal Lowther Manor Lodge No, 781 Worcester Polytechnic Institute Dated: 9/10/98 '"~''',-'C''-'''''''''~'~'''-,_'''_''' .O' "'~__'''''~~'_c,...,..~".,._.,.;.._". . 125 North 25th St., Camp Hill, PA 17011 2215 Market St., Camp Hill, PA 17011 100 Institute Rd" Worcester, MA 01609 \ 0 /, , W 0-'---- :) l)--~".,v\........--/ WILLIAM B. ANSTINE, JR. I .- ~~.. I , Anstine & Spar/a ArrOl/l'\{<1,IJ!.M' COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF YORK Before me, a Notary Public in and for said County and Commonwealth, personally appeared CAROLYN G. ANSTINE, Executrix of the Last Will and Testament of Vonne D, Raymond, who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Amended Account are true and correct 10 Ihe best of her knowledge, infonnation and belief, ,I , (. /'. ! ~ '. ,--- . " (, 11,1, I.", I II CAROLYN d. AN~JINE ) ([--",- , . Not.;!rial Seal Krlstel Stambaugh, Notary Public York, York County My Commission Expires May 10, 1999 Member, Pennsylvania Association of Notaries I I I L L I'A THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No, 587 Aooroved Mav 16 1929 Commonwealth of Pennaylvanla, County of Dauphin} 88 hflchaelhforroMl being duly sworn according to low, deposes and says: That he Is the Assistant Controller of THE PATRIOT-NEWS CO., a corporation organized and existing under the laws ollhe Commonwealth of Pennsylvania, wilh Its principal of/ice and place of business at 812 10 818 Markel Street, In the City of Harrisburg, County of Dauphin, Stata of Pennsylvania, owner and publisher of THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS newspapers of general circulation, printed and published at 812 to 818 Market Street, In the City, County and State aforesaid; that THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuoualy published ever since; That the printed notice or publication which Is securely attached hereto Is exactly as printed and published In their regular daily and/or Sunday and Metro editions/Issues which appeared on the 26lh day of September and the 3rd and 10th day(s) of October 1997. That neilher he nor said Company is interested in the subjact matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequentiy duly recorded in the office for the Recording of Deeds in and for said 0 nty of uRhin in Miscellaneous Book "M", , Volume 14, Page 317, PUBLICATION COPY LETTERS OF ADMINISTRATION OR TESTAMENTARY I NOTICE Ishlrebvvlventhatle"ersoIAdmln- Istrotlon or Testomentorv hove been gronled bv 'he Reglst,r at Wills 01 York Countv. Pc., upon the .slotes 0' the following nam~ decedents Qnd all persons Indent.d to ony 01 said .slot.s are re- QU'$I~ fa make Immediate payment Qnd those having claIms agolnst ony at sold estates sholl moke them known without delay to the respective Executor or Admlnlstrotor. Eltot. of Vonne O. Ravmond. dec.oHCIlate of East P,nnsboro Township Cumber County. Penn. sylvania. C41rol't'ftO.Ansflne 211 North 24"' ,....., (am. Hili. PfMlYlvan~. 17011 Admlnlltntor/l-lIlCKUtor/1 WlIUam B. Amflne. Jr., III.... Anom'v 117 lent Morten StrHt ...:!"ftt..Pa.1711J1 Sworn to, and subscribed befor me this 10~h d ,Of October 1997 Notarial Seal , Te,fY L. Russell, Nolafy Pu '. Harnsburg. Dauphin Coo ty / , My Commission EXplres NARY PUBLIC _.Perr<;JIr.ltia"'-!:1~mission expires June 6, 1998 A.D, WILLIAM 8, ANSTINE, JR" ESQ, 117 EAST MARKET STREET YORK, PA. 17401 Statement of Advertising Costs To THE PATRIOT.NE\'VS CO., Dr, For publishing the notice or publication attached hereto on the above stated dates $ Probating same (1) Notary Fee(s) $ Totel $ 203.49 1,00 204.49 Publisher's Receipt for Advertising Cost THE PATRIOT-NEWS CO" publisher of THE PATRIOT-NEWS and THE SUNDAY PATRIOT-NEWS, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and cortifies that the same have been duly paid, THE PATRIOT-NEWS CO, By..,........,..".,.................,.................,..........",. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT p;or.fAU OF INDIVIDUAL TAXES INHERITANCE TA~ DIYISION DEPT. 210601 llARRISBIJRC, Pol 17128-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-21-1998 RAVMOND 09-14-1997 21 97-0769 CUMBERLAND 101 WILLIAM B ANSTINE JR ESQ 117 E MARKET ST YORK PA 17401 Allount Re..itt.d .. 1I..IIUII ,n C"..PI VONNE D MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnit tha upper portion of this forn with your tax poynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV=iSij':nif-AFP-[Or;:97Y-----.-.-iiiHEififANci-rAx-iiEcOiiii-Aoj-usi,'j.jiNr--.ii----------------------------- ESTATE OF RAYMOND VONNE D FILE NO. 21 97-0769 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costsl Miscellaneous Expenses (Schedule Hl Debts/Mortgage Liabilities/Liens (Schedulo Xl Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Jl Net Value of Estate Subject to Tax ADJUSTNENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 10. 11. 12. 13, 14, TAX: IS. Amount of Line 14 at Spousal 16. Amount of Line 14 taxable at 17. Amount of Line 14 taxable at 18. Principal Tax Due TAX CREDITS: PAYNENT DATE rate Lineal/Class A rate Collateral/Class B rate DISCOUNT (+) INTEREST/PEN PAID (-) 6,315.79 .00 RECEIPT NUNBER 12-ll-1997 06-ll-1998 AA242553 AA296305 (1) (2) (3) (4) (5) (6) (7) (9) (10) (15) (16) (17) ACN 101 134,000.00 256,795,09 ,00 ,00 165 ,131. 68 .00 525,439.71 (8) 62,077.50 6,448,04 Ill) (12) 1131 (14) ,OOX.OO= ,oox,06= 909 ,74B,92X,15= (18) ANOUNT PAID 120,000.00 10,146.55 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 08-21-1998 1.081.366,48 68,525,54 1. 012 ,840.94 103,092,02 909,748,92 .00 ,00 136,462.34 136,462.33 136 462.34 .01CR .00 .01CR . IF PAID AFTER DATE INDICATED, SEE REVERSE IF T~TAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED, FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I EXHIBIT "A" . !IIV...1Ooac' ... . .- w .' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURI!AU OF INDIVIDUAL TAXES OEPT, 280801 HARRISBURG PA 17128.0801 DECEDENrS NAME INHERITANCE TAX EXPLANATION OF CHANGES SCHEDULE ITEM NO. EXPLANATION OF CHANGES FILE NUMBER VONNE RAYMOND REVIEWED BY G JACKIE SCHULZE ACN 2197-0769 101 THE CHARITABLE DEDUCTION HAS BEEN INCREASED PER THE THE ORIGINAL RETURN, 103092.02. 717-787-1603 ORIGINAL Page' ~""^'f\.~ A/lsti/le& Sparler A~r~N"1.'/.A,." IN THE MATTER OF THE ESTATE OF VONNE D, RA YMOND, LATE OF EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21.97.0769 RELEASE WHEREAS, Vonne D, Raymond died a resident of East Pennsboro Township, Cumberland County, Pennsylvania, on September 14, 1997, leaving a Last Will and Testament dated October 28, 1994, and a codicil dated September 27, 1996, which was duly entered for probate in the Office of tht: Register of Wills of Cumberland County, Pennsylvania, on September 18, 1997, where it remains of record to File No, 27-97- 0769; and WHEREAS, letters testamentary were granted to Caroyln Anstine, the Executrix named in the aforementioned Will, by the Register of Wills of Cumberland County, Pennsylvania, on September 18, 1997; and WHEREAS, the said Carolyn Anstine, has completed the administration of said estate and filed her first and final account in the Office of the Clerk of Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, on Scp<cmbcr 10, 1998, ::r.d after lega! advertisement the sam~ was presented to said Court for audit and confirmation on October 13, 1998; and WHEREAS, the said Court has confirmed the executrix's account and directed that distribution be made to the legatees and persons entitled to receive the balance of the account; and WHEREAS, the Court's adjudication has directed that dislribution be made to the residuary legatees and persons entitled to receive the balance of the estate as follows: Mt. Calvary Episcopal Church $3695.91 Lowther Manor Lodge No. 781 3695,91 Bruce Usher 9713.42 Katherine Richards 7243.43 Ruth Herman 18,507,84 Margaret R. Jaquith 18,602,84 Sherman Dardis 19,019.94 William C. Walsh, Administrator of the Estate of Mary Walsh 16,945,95 Jeffrey Green 6280.88 Ward Green -149.13 Carolyn (Green) Anstine 5655.87 NOW, THEREFORE, know all persons by these presents, that we, the undersigned, being all the legatees, distributees and persons named in the Last Will and Testament ofVonne D, Raymond, decea~ed, do hereby acknowledge that we have this clay had and received of and from Carolyn Anstine, Executrix, the personal property and sums of money set forth opposite our names as hereinabove enumerated, in full payment and satisfaction of said Will. ,Anstine & , Spar/er AI1~l1'A/LAw AND, we do hereby remise, release, quitclaim and forever discharge Carolyn Anstine, Executrix, of and from all actions or causes of action, accounts, debts, dues, claims or demands whatsoever for or by reason of her administration of said estate. IN WITNESS WHEREOF, we have hereunto set our hands and seals to the {"' release this.3Q..::. day of I\.;t"(OLI. t~(,~, 1998, Allest: (J)/54j / Allest: ""."'...,....,4<-:,~,,,..._."'.',....,,,.',_",.,,^ '.,. .- ,'...'. By: [ ~<- q---~ Shennan Dardis .~~~",",c~91M William C. Walsh, Administrator JtrU"Lth~~_d J e fr Green { drJ )'U~ F Ward Green ( (--- ,', (-J / .",.,.' ',' , 0 I ( , '. lc._'_:'<"',,'I. _.:,. .' '..J- '.:-.......< Carolyn ((Jreen)'Anstine , " Lilt. I'((l( eVN ':P.dla~.J1 . ") I) A?A . )"-i1 tit (.u ,,; /, 1(' IJa l tV" ..../ Katherine Richards .J .' l k' _ff, / /;', / ,!"/f?{'.:.;- ~/I/ c:'?....;!f-t.4>..-- / Ruth Herman , 6j PO'/f. I I ! I I Anstinc& Spar/a AnQ.;".('fAll.A'" ~/- 97- 7~f Iohn E, Slike Roberl C, SOId;s Geoffrey S, Shuff Alberl H, MasJand Iobnna I, Deily Ricbard P. Mislilsky t lames E, Reid, Ir. SCOll D, Moore Karl M, Ledebobm Mark W. Allshouse Law Offices SAIDIS, SHUFF & MASLAND ^ PROFESSIONAl. CORPORATION 2109 Market Slreel' PosI Oftice Box 737 Camp Hill, Pennsylvania 17001,0737 Telephone: (717) 737.3405 . Facsimile: (717) 737-34117 Email: sgsm@ezonline,eom January 27, 1999 // - Register of Wil!s,- Cumberland County Courthouse Carlisle, PA 17013 RE: Vonne D. Raymond Deed of Trust PNC Bank, Trustee Dear Ladies: Carlisle Omee: 26 W, High Streel Carlisle, PA 17013 Telephone: (717) 243.6222 ~~1csimile: (717) 243.6486 Reply To Camp HlII Enclosed please find an original and two copies of a First and Final Account of PNC Bank, Trustee of the Vonne D, Raymond Deed of Trust to be filed for the March 2, 1999 audit. Also enclosed are checks to Cover the filing fee. Please file the enclosed and return a time-stamped copy to us in the envelope provided. , Very truly yours, SAIDIS, SHUFF & MASLAND /sly Enclosures VIA AIRBORNE EXPRESS Iing,- Estate Paralegal t Certified us II Civill'rinl Advncllle by lhe Nlllionul Roard of Trilll Ad\'ocacy A Pennsylvllllia Supreme Coun Accredited Agency ,/ I \. ,-\',',,;"" ~" '~ (", , , . I '''-. '~~ I ',,-- \j\ -- / ,--------- ~ ~ ~l ~ -~ j]tl~it 111 ~11 ~ ~ .~ itiI il!l~~i ~ ~ lfifi~ rfWlj I l~JlJll~ 8~1J &,i~s .:. ~ ~~~i<l~~ ))i.a:!ll =- f'!\ 1']~ JI .. ,U ad! 1~lli111 {!ill' J.~ 1= "" 1=$l1'!i1 'a ::I j ~ Jj ID \j !~~~11]j ~~~t!J]!JJ! a.= Ii ... ,: " ""] a J J ~ :; \ II S ~ 1 J ; , .' , ~j ~ i II IS Jf i ~J1~j ~:i t~) ~ .s~'aji .Bel ti.sj "" lJ1l~ ]t 'SJlt!il] I~J~~ ~1 1S~~ I " '.. d1W .r! ta!d]i 1 " '" ~t~ 11 :f! t~ttt~ 1. : '_ :G ~~Js" .:= . l.a jJJll- '.J 1!' ~~~~,~ &~~!1'1~ .g11~il:8"Si:& . A 'N~ 'S'O NIH.LIM S.LN3WdIHS HO:! ' '11~ i Jlll 8' ~ i Jll~ ~ '8,!.81 _ . 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A .- ,- , 0<) ~ 5(!t- ,{\;~..,~,~ ,/' ~\\J - /.~..-" " \ ,/ ) I 'J.. /; q5' -'/..y 7f{ /<)3 r(5 ( /&1t-~ {; -TT!J. !J 6 - 1 - , ,. ,--...- -~~.. .--- , , " PNClmANIl COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION NO. d?/- 91- 7~9 DEED OF TRUST OF VONNE D RAVMOND SETTLOR DATED 02122/77 FIRST AND FINAL ACCOUNT OF PNC BANK. NATIONAL ASSOCIATION (FORMERLV CUMBERLAND COUNTY NATIONAL BANK & TRUST COMPANY) TRUSTEE ACCOUNTING FEBRUARV 22 1977 TO JANUARV 14 1999 PURPOSE OF ACCOUNT: THE TRUSTEE OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING ITS ADMINISTRATION OF THE TRUST. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLV EXAMINED. REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH: PNC BANK, NATIONAL ASSOCIATION C/O CHARMAINE D BELL ASSISTANT VICE PRESIDENT PO BOX 308 CAMP HILL, PA 17001 TELEPHONE (717) 730-2266 JOHN SLIKE ESQUIRE ATTORNEV I.D. .06262 SADIS SHUFF AND MAS LAND 2109 MARKET STREET CAMP HILL, PA 17011 TELEPHONE (717) 737-3405 TRSNOlflO/!S1 . PRIVATE BANK PNCBANK VONNE D RAVMOND 312935, RECEIPTS OF PRINCIPAL VONNE D RAVMOND IN ACCORDANCE WITH DEED OF TRUST DATED 02/22/77 2/22/77 CASH 30,000.01 2/22/77 22 SHS BRASCAN LTD CLASS A 258.5 2/22/77 800 SHS NORANDA MINES LTD 23.451. 7' 2/22/77 231 SHS IMPERIAL OIL LTD CONV CLASS A RIGHTS 6,352.5! 2/22/77 500 SHS BANK OF MONTREAL 6,875.01 ADDITIONS TO TRUST ------------------ VONNE D RAVMOND 9/25/78 250 SHS DOMINION STORES LTD 3,718.7: 9/25/78 200 SHS HOLLINGER MINES LTD CLASS A 4,875.0l 9/25/78 125 SHS INCO LTD CLASS A 2,984.38 9/25/78 400 SHS STEEL CD OF CANADA LTD CLASS A 10,250.00 11/16/78 100 SHS CONSOLIDATED BATHURST LTD 2,487.50 1/04/85 CASH 2,000,00 7/16/85 CASH 3,000.00 12109/85 108 SHS PENNZOIL CD COMMON 1,510.00 2/20/86 CASH 17 ,696.64 3/11/86 CASH 5,000.00 3/21/86 CASH 5,448.57 12103/86 CASH 3,570.20 1/27/87 CASH 818.53 4/09/87 CASH 2,234.16 5/01/87 CASH 3,000.00 7/20/87 200 SHS CHEVRON CORP COMMON 3,650.00 7/20/87 108 SHS BATTLE MOUNTAIN GOLD CLASS B COMMON 343.98 4/24/90 CASH 9,500.00 3/08/94 CASH 14,136.90 TIISNOlUOlnl - 3 - PRIVATE BANK PNCBANK VONNE D RAYMOND GAINS AND LDSSES DN SALES AND DTHER DISPOSITIDNS lWH 312935/ .lJm 6/15/77 22 SHS BRASCAN LTD CLASS A PRDCEEDS: 250.21 ACQUISITIDN VALUE, 258.5D .2< 6/15/77 231 SHS IMPERIAL DIL LTD CDNV CLASS A RIGHTS PROCEEDS, 4.251.~4 ACQUISITIDN VALUE: 6.352,50 2,lDO.5/ 6/17/77 500 SHS BANK OF MDNTREAL PRDCEEDS: 6,676.84 ACQUISITIDN VALUE, 6.875,00 198.H 9/D8/78 800 SHS NDRANDA MINES LTD PRDCEEDS, 21,355.51 ACQUISITIDN VALUE, 23.451. 74 2,096.23 10/13/78 250 SHS DDMINIDN STDRES LTD PRDCEEDS, 3,637.89 ACQUISITIDN VALUE: 3.718.75 80,86' 10/13/78 200 SHS HDLLINGER MINES LTD CLASS A PRDCEEDS: 6,899.11 ACQUISITION VALUE, 4.875,00 2.024.1l 1D/13/78 4DD SHS STEEL CD DF CANADA LTD CLASS A PRDCEEDS, 8,918.74 ACQUISITION VALUE: ID.25D.00 1,331.26 12/18/78 300 SHS CDNSDLIDATED BATHURST LTD PRDCEEDS: 3,381.15 ACQUISITIDN VALUE, 2.487.50 893.65 10/04/79 125 SHS INCD LTD CLASS A PRDCEEDS: 2,889.69 ACQUISITION VALUE: 2.984,38 94.69' 12/1D/81 3,834 UTS FIXED INCDME TRUST FUND PRDCEEDS: 24,123.13 ACQUISITION VALUE: 29.429,79 5,3D6,66 - 5 - TRSHOlllOlll5l PRIVATE BANK PNClmANK VONNE D RAYMOND 312935. GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS lWH ill; 6/09/S3 3,S33 UTS FIXED INCOME TRUST FUND PROCEEDS: 27,969.52 ACQUISITION VALUE: 29.422.11 1/27/S6 IDS SHS PENNZOIL CD COMMON PROCEEDS: 7,515.30 ACQUISITION VALUE: 1.510.00 3/10/S6 95.0000 UTS FEDERATED GNMA TRUST PROCEEDS: 1, OS2. 05 ACQUISITION VALUE: 1.084.54 4/07/86 3,S71 PAR TAX FREE BOND FUND PROCEEDS: 36,613.15 ACQUISITION VALUE: 29.290.11 7/08/86 10,000 PAR ALLENTOWN PA SCH DIST 7.50Y. DUE 06/01l91 PROCEEDS: 10,000.00 ACQUISITION VALUE: 10.000.00 S/27/86 1,324.0000 UTS FEDERATED GNMA TRUST PROCEEDS: 15,093.60 ACQUISITION VALUE: 15.10S.56 1/13/87 603.0000 UTS FEDERATED GNMA TRUST PROCEEDS: 6,928.47 ACQUISITION VALUE: 6.S81,Ol 7/31/87 10,000 PAR COM OF PA GO 5.30Y. DUE 10/15/90 PROCEEDS: 9,915.00 ACQUISITION VALUE: 9.671,00 7/31/S7 5,000 PAR YORK CITY SEWER AUTH 5.S0Y. DUE 12101191 PROCEEDS: 4,931. 25 ACQUISITION VALUE: 5.000.00 7/31/S7 5,000 PAR LOWER PAXTON TWP AUTH SEWER REV 5.45Y. DUE 01/01/91 PROCEEDS: 4,932.05 ACQUISITION VALUE: 4.743.80 1,452.5 6,005.30 2.4\ 7,323.04 .00 14.96 47.46 244.00 6S.75 188.25 - 6 - ''''NOlfllltlS' . .- -. .... .... ~~ .', .--- .H'_ PRIVATE BANK PNCBANK VONNE D RAYMOND 312935, GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS fZAIH ~.. 7/31/87 10,000 PAR CAMP HILL BORO AUTH 5.85r. DUE 09/02192 PROCEEDS, 9.926.00 ACQUISITION VALUE, 10.000.00 108 SHS BATTLE MOUNTAIN GOLD CLASS B COMMON PROCEEDS, 3.877.72 ACQUISITION VALUE. 343.98 74.0000 UTS FEDERATED GNMA TRUST 3,533.74 74.D 8/24/87 12108/87 PROCEEDS, 791.80 ACQUISITION VALUE, 841.19 11/03/89 1,227.2650 UTS FEDERATED GNMA TRUST PROCEEDS. 13,684.00 ACQUISITION VALUE. 13.908.30 1/02/90 118.0430 UTS FEDERATED GNMA TRUST PROCEEDS, 1.315.00 ACQUISITION VALUE, 1.337.75 7/26/90 4.8840 UTS FEDERATED GNMA TRUST PROCEEDS, 53.77 ACQUISITION VALUE, 55.35 39.6260 UTS FEDERATED GNMA TRUST PROCEEDS. 445.00 ACQUISITION VALUE, 449.07 10,000 PAR GETTYSBURG PA AREA SDA 7.15r. DUE 03/01/96 PROCEEDS. 10,000.00 ACQUISITION VALUE. 10.000.00 15,000 PAR COM OF PA GO BDS 8r. DUE 12/01/91 PROCEEDS, 15,000.00 ACQUISITION VALUE, 15.000.00 15.000 PAR WAYNESBORO PA SCH DIST 7.20r. DUE 02101/96 49.3' 224.3G 22.75 1.56 1/03/91 4. D7 4/17/91 .00 12103/91 .00 2/03/92 PROCEEDS, ACQUISITION VALUE, 15,000.00 15.000.00 .00 T"!IN02'IIO/951 - 7 - VONNE D RAYMOND 312935. GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS iA1li ill: 2/16/93 10,000 PAR USA TREASURY NOTES 8.25r. DUE 02/15/93 PROCEEDS, 10,000.00 ACQUISITION VALUE, 9.972.50 27.50 7/01193 10,000 PAR WOODLAND HILLS SCH DIST PA ENTIRE ISSUE PREREF 07/01/93 06.BOOr. DUE PROCEEDS, 10,000.00 ACQUISITION VALUE, 10.000.00 .00 10/17194 15,000 PAR USA TREASURY NOTES 9.50r. DUE 10/15/94 PROCEEDS, 15,000.00 ACQUISITION VALUE, 14.992.50 7.50 6/15/95 10,000 PAR CENTENNIAL SCHOOL DISTRICT 7:< DUE 06/15/03 PROCEEDS, 10,000.00 ACQUISITION VALUE, 10.000.00 .00 8/01/95 3,289.9420 UTS FEDERATED GNMA TRUST PROCEEDS, 36,485.26 ACQUISITION VALUE, 38.310.60 1,825.34 11/15/95 10,000 PAR WAYNESBORO PA AREA SCH DIST 6.107. DUE 02/01/98 PROCEEDS, 10,000.00 ACQUISITION VALUE, 10.000.00 .00 3/01196 10,000 PAR PENNSYLVANIA ST UNIV REV SER 86 7.107. DUE 03/01/96 PROCEEDS. 10,000.00 ACQUISITION VALUE, 10.000.00 .00 4/15/97 10,000 PAR PENNA STATE GENERAL OBLIGATION , \ 6.807. DUE 04/15/98 PROCEEDS. 10,150.00 .! I ACQUISITION VALUE, 9.960.90 189.10 , i 400 SHS CHEVRON CORP COMMON ,; 11/07197 .1 I PROCEEDS. 34,391. 85 ACQUISITION VALUE, 32.825.00 1,566.85 i I i I " r, ,I TRtN02C1Ct!5) - 8 - " PRIVATE BANK PNCBANK PRIVATE BANK PNCIANK VONNE D RAYMOND 31293S. GAINS AND LOSSES ON SALES A"D OTHER DISPOSITIONS llA1H ~ 11/10/97 10,000 PAR BRANDYWINE PA HEIGHTS AREA SCHOOL DISTRICT GENERAL OBLIGATION S.75r. DUE 02/15/07 PROCEEDS. 10,12S.90 ACQUISITION VALUE. 10.194.10 68.2e 11/10/97 10,000 PAR CONESTOGA VALLEY SCH DIST PA 6.80r. DUE OS/OI/03 PROCEEDS, 10,665.60 ACQUISITION VALUE, 10.843.42 177.8. 11/10/97 10,000 PAR CONESTOGA VALLEY SCH DIST PA 5.457. DUE 05/01/08 PROCEEDS, 10,190.40 ACQUISITION VALUE, 10.240.39 49.99 11/10/97 10,000 PAR CONRAD WEISER AREA SCHOOL DIST PA 6.45r. DUE 12/15/00 PROCEEDS, 11,022.90 ACQUISITION VALUE, 11.159.83 136.93 11/10/97 15,000 PAR FOX CHAPEL PA AREA SCH DIST 6.20r. DUE 02115/05 PROCEEDS, 15,888.00 ACQUISITION VALUE: 1&.11&.81 228.81 11/10/97 15,000 PAR HAVERFORD TWP PA SCH DIST 6r. DUE 06/01108 PROCEEDS, 16,084.95 ACQUISITION VALUE, 16 .284.9\ 199.96' 11/10/97 15,000 PAR HOLLIDAYSBURG PENN AREA SCHOOL DISTRICT GENERAL OBLIGATION 67. DUE 06/01109 PROCEEDS, 16,084.95 ACQUISITION VALUE, 15.966.08 118.87 11/10/97 15,000 PAR LANCASTER CNTY PA HOSP AUTH REV 7.107. DUE 10/01/09 PROCEEDS, 15,982.20 ACQUISITION VALUE, 16.164.7~ 182.56- - 9 - T~SN02'ItOttSI ! i \ ; :.....- ) i .'i :..r.-...;,.i8', PRIVATE BANK PNCBANK VONNE D RAYMOND 312935. GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS JW.H JJl1: 11/10/97 15,000 PAR LANCASTER CNTY PA HDSP AUTH REV 5.3757. DUE 11/15/09 PROCEEDS, 14,962.50 ACQUISITION VALUE: 15.306.99 344.4' 11/10/97 10,000 PAR MANHEIM PENN CENT SCHOOL DISTRICT GEN OBLIG 67. DUE 05/15/11 PROCEEDS: 10,457.00 ACQUISITION VALUE, 10.536.96 79.91 11/10/97 10,000 PAR PENNSBURY PA SCH DIST 6.507. DUE 01/15/12 PROCEEDS: 10,693.10 ACQUISITION VALUE: 10.856.39 163.29 11/10/97 15,000 PAR PLEASANT VALLEY PA SCH DIST SER A 6.157. DUE 03/15/08 PROCEEDS, 15,450.00 ACQUISITION VALUE: 15.718.98 268.98 11/10/97 10,000 PAR STATE PUB SCH BLDG AUTH PA 6.507. DUE 03/01108 PROCEEDS: 10,430.00 ACQUISITION VALUE: 10.550.13 120.13 11/12197 198 UTS PNC PA TAX FREE INCOME FUND PROCEEDS: 20,160.36 ACQUISITION VALUE: 20.104.17 56.19 11/12197 349 UTS PNC SHORT TERM GOVERNMENT BOND FUND PROCEEDS. 35,254.93 ACQUISITION VALUE: 35.123.83 131.10 11/17197 10,000 PAR USA TREASURY NOTES 8.8757. DUE 11/15/97 PROCEEDS, 10,000.00 ACQUISITION VALUE: 10.057.81 57.81' TOTAL GAINS AND LOSSES 22,356.66 17,027.86 LESS LOSS 1~.027.8~- NET GAIN ,328.80 ==alla==.=a TftSNtl2110/951 - 10 - .~,..- TASN02'IIOml PRIVATE BANK PNCBANK VONNE D RAYMOND 312935. DISBURSEMENTS OF PRINCIPAL 9/10/96 NET TRANSFERS TO INCOME TO COVER OVERDRAFT 397.1. 12/22/97 PNC BANK NATIONAL ASSOCIATION FEE FOR DATE OF DEATH VALUATION 49.5( INTERNAL REVENUE SERVICE FIDUCIARY INCOME TAX ON CAPITAL GAINS BALANCE AND INSTALLMENT PAYMENTS 4/17195 500.00- 4/17/95 900.00- 4/15/96 1, 750.00- 4115/96 2,703.00- 5,853.0r PENNA DEPARTMENT OF REVENUE FIDUCIARY INCOME TAX ON CAPITAL GAINS BALANCE AND INSTALLMENT PAYMENTS 4/15/96 130.00- 4/15/98 20.00- 150.00 1/14/99 SADIS SHUFF AND MASLAND COUNSEL FEE 600.00 1114/99 PNC BANK NATIONAL ASSOCIATION RESERVE FOR TAXES 250.00' 1114/99 CLERK OF THE ORPHANS COURT FILING FEE 167.00 TOTAL PRINCIPAL DISBURSEMENTS 7,466.62 -=========== - 11 - PRIVATE BANK PNCBANK VONNE D RAYMOND 312935, ACQUISITIOr llAIJH PRINCIPAL BALANCE ON HAND VALUE 1/14/99 INVESTED CASH TOTAL PRINCIPAL 282,574.10 282,574.10 ..11......... 282,574.11 282,574.11 ..........a: TASN02ltO/!lSI - lZ - PRIVATE BANK PNCBANK VONNE D RAYMOND 3/14/77 3/14/77 3/21/77 3/25/77 5/02/77 6/10/77 3/14/78 9/12/78 12106/78 3/07179 12106/79 6/06183 6/17183 7113/83 10/09/85 2/12/86 2/21/86 3;112/86 3/24/86 7130186 8121186 8/26/86 12/11/86 1/16187 1/28/87 3129351 PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 10,000 PAR COM OF PA GO 5.307. DUE 10/15/90 5,000 PAR YORK CITY SEWER AUTH 5.80r. DUE 12101191 37 UTS FIXED INCOME TRUST FUND 5,000 PAR LOWER PAXTON TWP AUTH SEWER REV 5.45Y. DUE 01/01/91 10,000 PAR CAMP HILL BORO AUTH 5.85Y. DUE 09/02/92 1,374 UTS FIXED INCOME TRUST FUND 35 UTS FIXED INCOME TRUST FUND 2,761 UTS FIXED INCOME TRUST FUND 2,582 UTS FIXED INCOME TRUST FUND 457 UTS FIXED INCOME TRUST FUND 421 UTS FIXED INCOME TRUST FUND 10,000 PAR ALLENTOWN PA SCH DIST 7.507. DUE 06/01/91 15,000 PAR COM OF PA GO BDS 87. DUE 12/01/91 3,624 PAR TAX FREE BOND FUND 247 PAR TAX FREE BOND FUND 964.U700 UTS FEDERATED GNMA TRUST 1,549.6200 UTS FEDERATED GNMA TRUST 437.4500 UTS FEDERATED GNMA TRUST 479.2100 UTS FEDERATED GNMA TRUST 10,000 PAR PENNSYLVANIA ST UNIV REV SER 86 7.107. DUE 03/01/96 10,000 PAR GETTYSBURG PA AREA SDA 7.15r. DUE 03/01/96 15,000 PAR WAYNESBORO PA SCH DIST 7.207. DUE 02/01196 10,000 PAR WOODLAND HILLS SCH DIST PA 6.807. DUE 07/01/93 603.0000 UTS FEDERATED GNMA TRUST 71.4900 UTS FEDERATED GNMA TRUST 9,671.0C 5,000.01 300.4< 4,743.8C 10,000. DC 11,188.0. 276.4t 21,358.lC 19,455.2~ 3,382.70 2,890.95 10,000.00 15,000.00 27,295.17 1,994.94 11,000.00 17,696.64 5,000.00 5,448.57 10,000.00 10,000.00 15,000.00 10,000.00 6,928.47 818.53 TAIIN02'llIl/MI - 13 - ..' ..... ",'.'..,,,~',, PRIVATE BANK PNCBANK VONNE D RAYMOND 3/09/87 4/10/87 5/04/87 6/04/87 10/21187 11/16/87 12/01/87 4/27188 11/01189 7/24/90 5/15/91 12/31191 3/02/92 2/16193 8/02/93 3/09/94 9/21/94 10/03/94 10/24/94 11122/94 312935. PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 10,000 PAR WAYNESBORO PA AREA SCH DIST 6.107. DUE 02/01/98 198.9500 UTS FEDERATED GNMA TRUST 273.9700 UTS FEDERATED GNMA TRUST 10,000 PAR PENNA STATE GENERAL OBLIGATION 6.807. DUE 04/15/98 15,000 PAR USA TREASURY NOTES 9.507. DUE 10/15/94 10,000 PAR USA TREASURY NOTES 8.8757. DUE 11/15/97 10,000 PAR USA TREASURY NOTES 8.257. DUE 02/15/93 170.8220 UTS FEDERATED GNMA TRUST 15,000 PAR LANCASTER CNTY PA HOSP AUTH REV 7.107. DUE 10/01/09 10,000 PAR CENTENNIAL SCHOOL DISTRICT 77. DUE 06/15/03 10,000 PAR CONESTOGA VALLEY SCH DIST PA 6.807. DUE 05/01/03 1,180.4380 UTS FEDERATED GNMA TRUST 15,000 PAR FOX CHAPEL PA AREA SCH DIST 6.207. DUE 02/15/05 846.7400 UTS FEDERATED GNMA TRUST 10,000 PAR CONESTOGA VALLEY SCH DIST PA 5.457. DUE 05/01/08 15,000 PAR LANCASTER CNTY PA HOSP AUTH REV 5.3757. DUE 11/15/09 10,000 PAR MANHEIM PENN CENT SCHOOL DISTRICT GEN OBLIG 67. DUE 05/15/11 10,000 PAR BRANDYWINE PA HEIGHTS AREA SCHOOL DISTRICT GENERAL 08LIGATION 5.757. DUE 02/15/07 15,000 PAR HOLLIDAYSBURG PENN AREA SCHOOL DISTRICT GENERAL OBLIGATION 67. DUE 06/01/09 15,000 PAR HAVERFORD TWP PA SCH DIST 6?- DUE 06/01/08 10,000. DC 2,234.11 3,OOO.or 9,960.9C 14,992.5( 9,996.6C 9,972.5C 1,850.00 15,000.00 10,000.00 10,000.00 14,000.00 15,000.00 10,000.00 9,950.00 14,880.90 9,950.00 10,000.00 14,926.65 15,000.00 ". ~ ~~~~k~i;\:~:;\,,; ~::-r~~if<l.~~~~'~\~:>;l"~liGj:,'1'~~~*'%~:'.'i';~;;>'::~1~'f;1;:V_ii~.i"<.1i'"w""I;';:,.,"'~I::':: - 14 - TAIN02110lnl PRIVATE BANK PNCBANK VONNE D RAYMOND 1105/95 PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 15,000 PAR PL~ASANT VALLEY PA SCH DIST SER A 6.157. DUE 03/15/08 10,000 PAR CONRAD WEISER AREA SCHOOL DIST PA 6.457. DUE 12/15/08 10,000 PAR PENNSBURY PA SCH DIST 6.50r. DUE 01/15/12 10,000 PAR STATE PUB SCH BLDG AUTH PA 6.507. DUE 03/01/08 349 UTS PNC SHORT TERM GOVERNMENT BOND FUND 198 UTS PNC PA TAX FREE INCOME FUND 312935 12101194 14,931. 0 12/08/94 9,950.0 9,987.5- 1119195 10,074.1 8/08/95 4/02196 34,996.6~ 19,903.9~ ~- . IS - TASN02C10/lt51 , I, 1.,- I';';' '- " I'r' -) I .' .,."': ;....L'.":. '. PRIVATE BANK PNCBANK VONNE D RAYMOND PRINCIPAL INFORMATION SCHEDULES - CHANGES IN INVESTMENT HOLDINGS 11/16/78 RECEIVED 100 SHS CONSOLIDATED BATHURST lTD 12108/78 STOCK SPLIT 3-1 ZOO SHS CONSOLIDATED BATHURST LTD 312935t 2,487.5C 12118/78 SOLD 300 SHS CONSOLIDATED BATHURST LTD 2,487.5C ..aa==II:lII: ..1111::=.==11 . DC o SHS 7120/87 RECEIVED 200 SHS CHEVRON CORP COMMON STOCK SPLIT 2-1 200 SHS CHEVRON CORP COMMON REVALUED CHEVRON CORP COMMON SOLD 400 SHS CHEVRON CORP COMMON 32,825.00 3,650. DC 6/13/94 9/14/97 29,175.00 11/07197 ....====c= lIa======== .00 o SHS TR!lN02CIOIMI - 16 - PRIVATE BANK PNC18ANK VONNE D RAYMOND 312935. RECEIPTS OF INCOME FROM STATEMENT DATED 06/30/97 INTEREST BRANDYWINE PA HEIOHTS AREA SCltOOL DISTRICT OENERAL OBLIOATION 5.75r. DUE 02/15/07 8/15/97 287.50 11/10/97 135.76 CONESTOGA VALLEY SCH DIST PA 6.80Y. DUE 05/01/03 11/03/97 340.00 11/10/97 17.00 CONESTOGA VALLEY SCH PIST PA 5.45r. DUE 05/01/08 11/03/97 272.50 11/10/97 13.63 CONRAD WEISER AREA SCHOOL DIST PA 6.457. DUE 12/15/08 11/10/97 259.79 FOX CHAPEL PA AREA SCH DIST 6.20r. DUE 02/15/05 8/15/97 465.00 11/10/97 219.58 HAVERFORD TWP PA SCH DIST 6Y. DUE 06/01108 11/10/97 397.50 HOLLIDAVSBURG PENN AREA SCHOOL DISTRICT GENERAL OBLIGATION 6r. DUE 06/01/09 11/10/97 397.50 lANCASTER CNTV PA HOSP AUTH REV 7.107. DUE 10/01/09 10/01/97 532.50 11/10/97 115.38 lANCASTER CNTY PA HOSP AUTH REV 5.375Y. DUE 11/15/09 11/10/97 391.93 MANHEIM PENN CENT SCHOOL DISTRICT OEN OBLIO 6r. DUE 05/15/11 11/10/97 291.67 PENNSBURY PA SCH DIST 6.50r. DUE 01/15/12 7/15/97 325.00 11/10/97 207.64 423.2t 357. or 286.1~ 259.79 684.58 397.50 397.50 647.88 391.93 291.67 532.64 TI'lIN02'IIOIKl - 17 - PRIVATE BANK PNCBANK VONNE D RAYMOND 312935t RECEIPTS OF INCOME PLEASANT VALLEY PA SCH DIST SER A 6.15r. DUE 03/15/08 9/15/97 46I.25 11/10/97 140.94 STATE PUB SCH BlDG AUTH PA 6.50r. DUE 03/01/08 9102/97 325.00 11/10/97 124.58 USA TREASURY NOTES 8.8757. DUE 11/15/97 11/17/97 443.75 DIVIDEND CHEVRON CORP COMMON 9/10/97 602.H 449.5E 443.7: 232.00 232.00 OTHER INCOME PNC PA TAX FREE INCOME FUND 7102197 7109/97 7115/97 7122197 7129/97 8/04/97 8/12197 8/19/97 8126/97 9/03/97 9/09/97 9/16/97 9123/97 10102197 10/07197 10/15/97 10121/97 10128/97 11/04/97 11/12197 BLACKROCK US TREASURY MM INSTITUTIONAL CLASS FD 102 10/01/98 10/01198 11/02198 11/02198 12101/98 12101198 1/04/99 1/04/99 BLACK ROCK US TREASURY MM SERVICE CLASS FD 109 7102197 31. 81 12.46 22.14 22.24 2Z.16 15.86 25.23 22.07 21.94 25.25 15.64 22.19 22.06 34.55 9.47 21.94 21. 89 2Z.12 18.99 22.09 432.10 25.75 51Z.75 61.79 1,147.33 61. 27 1,073.07 66.14 1,095.63 4,043.73 11.97 TRSNOZIIO/951 - 18 - VONNE D RAYMOND CONTINUED, PRIVATE BANK INCOME IlECEIPTS OF BLACKROCK US TREASURY MM 7/02197 8/01197 8/01197 9/02197 9/02197 10/01/97 10/01/97 11/03/97 11/03/97 12101/97 12101/97 1102198 1102198 2102198 2102198 3/03/98 3/03/98 4/01/98 4/01/9B 5/01/98 5/01198 6/01/98 6/01198 7101198 7101198 8/03/98 8/03/911 9/01/98 9/01/98 10/01/98 1 % 1/98 PNC SHORT TERM GOVERNMENT BOND FUND 7102197 7108/97 7/15/97 71Z2I97 7129/97 8/04/97 8/12197 8/19/97 8/26/97 9/03/97 9/09/97 9/16/97 9/23/97 10/02197 10/07197 10/16/97 10121/97 10/28/97 11/04/97 11/12197 - 19 - . " PNClRANK 312935 63.83 1.01 66.12 3.54 66.60 5.14 64.27 7.37 66.10 17.60 746.91 26.04 1,201.11 29.54 1,194.67 30.38 l,066.Z4 36.83 1,171.81 38.89 1.131. 49 . 42.42 1,165.30 45.66 1,135.07 50.71 1,169.40 54.51 1,169.48 32.47 644.30 12,556.7E 56.57 22.69 39.59 39.64 39.68 33.53 45.36 39.62 39.73 49.14 28.98 39.40 39.29 61.84 17 .05 39.40 39.17 39.36 39.06 39.46 788.56 TA!lN0211019SI PRIVATE BANK PNCBANK VONNE D RAYMOND 312935t 1/14/99 DISBURSEMENTS OF INCOME TRUSTEES COMPENSATION PNC BANK NATIONAL ASSOCIATION COMPENSATION BASED ON PRINCIPAL MARKET VALUE 7/09/97 233.27- 8/11/97 236.42- 9/09/97 234.65- 10/09/97 239.32- 11/12/97 238.14- 12/09/97 236.38- 1/09/98 236.34- 2/10/98 236.34- 3/10/98 236.34- 4/15/98 236.34- 5/11/98 236.33- 6/16/98 236.33- 7/09/98 236.33- 8/11/98 236.33- 9/09/98 236.33- 10/09/98 236.33- 11/10/98 236.33- 12/09/98 236.33- 1/11/99 236.33- INTERNAL REVENUE SERVICE FIDUCIARY INCOME TAX BALANCE AND INSTALLMENT PAYMENTS 4/15/98 449.00- PENNA DEPARTMENT OF REVENUE FIDUCIARY INCOME TAX BALANCE AND INSTALLMENT PAYMENTS 4/15/98 50.00- PNC BANK NATIONAL ASSOCIATION RESERVE FOR TAXES TOTAL INCOME DISBURSEMENTS 50.00 750.00- 5,739.51- ...a==aa:a::: 4,490.51 449 . 00 TRSNOlflOlM1 - 21 - ,"1ii';;;',i~~f'~/,:-~":~'7:~~~\\;'~~'"r:'".'~""'\i;'~:;':'_;:~~:,,h,~,,:,;;;:,~"',''i''.Uf'tli'~:!';:if{/.i':':::;:;V:;;-'''-;';J.''''''''''~':~"!..j;,;'~""k';~",~" -." VONNE D RAYMOND PRIVATE BANK DISTRIBUTIONS OF INCOME TO BENEFICIARIES FOR ACCOUNT OF VONNE D RAYMOND 9/11/97 INTERNAL REVENUE SERVICE THIRD QUARTER INDIVIDUAL INCOME TAX PENNA DEPARTMENT OF REVENUE THIRD QUARTER INDIVIDUAL INCOME TAX TOTAL INCOME DISTRIBUTIONS - 22 - PNCBANK 312935: 1,000.00- 212.00- 1,212.01 1,212.01 .........: l TRSNC2'1l0/951 ,,'~ . . . ~ PRIVATE BANK PNCBANK COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS CHARMAINE D BELL BEING DULY AFFIRMED ACCORDING TO lAW DEPOSES AND SAYS THAT SHE IS AN ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE SAID ACCOUNT IS JUST AND TRUE TO THE BEST OF HER KNOWLEDGE AND BELIEF AFFIRMED AND SUBSCRIBED TO, 1 ~~ ::~;::;:;IS ~~~ DAY ~O'/?'~ //0'~ I HEREBY CERTIFY THAT I AM NOT A DIRECTOR OR OFFICER OF PNC BANK, NATIONAL ASSOCIATION /~ d'. tJd-<- .J Nn!Jrial Seal Ste'JonniJ A. CG!['nWl, !,lottlry Public H;lmo..-:,;;,n Tw;~._ r.'.l'",:,t.):::rl;;~~d CGUf,ty My Cormnl.::~~I0fl b~'.r(;:,; June 12, ~OOO Mp-mber. Peil!l~,~~n!:-A%OcJijiilJf1 01 rJOfCiries - 25 - TJlSN021l0/951 '" ,:~1""~~1"~:7~Q''''~'''''-('.,';.'';'-1~~c'';'''.il:'~'i't';''.:..;~.t.:"-.::,~;,,, :....l".."..,....} '. . proDosed Schedule of Distribution DEED OF TRUST OF VONNE D. RAYMOND, SETTLOR Under Amendment dated November 2, 1994, to the Vonne D. Raymond Deed of Trust dated February 22, 1977, the following is the proposed distribution of the combined balance remaining: COMBINED BALANCE REMAINING: $299,841.16 3% of the residue to Mount Calvary Episcopal Church, Camp Hill, pennsylvania $8,995.23 3% of the residue to Lowther Manor Lodge, No. 781, of Camp Hill, Pennsyl vania, to be held by the Lodge in trust with the income to be used annually for the specific use as stated in the Deed of Trust $8,995.23 47% to be distributed to the following persons i.n the following shares: $140,925.35 1/3 share to be paid to the children of settlor's deceased sister, Dana Green $46,975.12 Carolyn Anstine Ward Green Jeffrey Green $15,658.38 15,658.37 15,658.37 $46,975.12 1/3 share to be paid to the Estate of Mary Walsh (date of death December 13, 1997) $46,975.12 1/3 share to be paid to settlor's brother, Sherman Dardis $46,975.11 47% to be distributed ta the following persons in the following shares: $140,925.35 .. t. I ., . . I I , 33% to settlor's husband's sister, Margaret R. Jaquith $46,505.37 33% to settlor's husband's sister, Ruth R. Herman $46,505.37 17% to settlor's husband's niece, Kathy Richards $23,957.31 17% to settlor's husband's nephew, Bruce Usher $23,957.30 3129356 FOR TIlE PURPOSE OF DISTRIBUTION EXlIlBIT 1 . :n.IE FOLLOWING SECURITIES IlAVE BEEN ((EVALUED AS OF 9/14/97 , . . SIIARES / ACCOUNT VALUE PAR SECURITY NAME VALUE 9/14/97 OIHERENCE 10,000 PAR BRANDYWINE PA HEIGIITS AREA SCllooL 10,000.00 10,194.10 194.10 DISTRICT GENERAl. OBLIGATION 5.75% DUE 02/15/07 400 SlIS CHEVRON CORP COMMON 3,650.00 32,825.00 29,175.00 10,000 PAR CONESTOGA VALLEY SCIl DIST PA 10,000.00 10,843.42 843.42 6.80% DUE 05/01/03 10,000 PAR CONESTOGA VALLEY SClI DIST PA 9,950.00 . 10,240.39 290.39 5.45% DUE 05/01/08 10,000 PAR CONRAD WEISER AREA SCHOOL DIST PA 9,950.00 11, 159 . B3 1,209.83 6.45% DUE 12/15/08 15,000 PAR FOX CHAPEL PA AREA SCIl DIST 15,000.00 16,116.81 1,116.81 6.20% DUE 02/15/05 15,000 PAR HAVERFORD TWP PA SCIl DIST 15,000.00 16,284.91 1,284.91 6% DUE 06/01/08 15,000 PAR HOLLIDAYSBURG PENN AREA SCHOOL '14.926.65 15,966.08 1,039.43 DISTRICT GENERAL OBLIGATION 6% DUE 06/01/09 15,000 PAR LANCASTER CNTY PA HOSP AUTH REV 15,000.00 16,164.76 1,164.76 7.10% DUE 10/01/09 15,000 PAR LANCASTER CNTY PA HOSP AUTH REV 14,880.90 15,306.99 426.09 5.375% DUE 11/15/09 10,000 PAR MANHEIM PENN CENT SCHOOL DISTRICT 9,950.00 10,536.96 586.96 GEN OBLIG 6% DUE 05/15/11 10,000 PAR PENNSBURY PA SCH DIST 9,987.50 10,856.39 868.89 6.50% DUE 01/15/12 15,000 PAR PLEASANT VALLEY PA SCH DIST SER A 14,931.00 15,718.98 787.98 '6.15% DUE 03/15/08 10,000 PAR STATE PUB SCH BLDG AUTH PA 10,074.10 10,550.13 476.03 I 6.50% DUE 03/01/08 I , 10,000 PAR USA TREASURY NOTES 9,996.60 10,057.81 61.21 [ 8.875% DUE 11/15/97 I 198 UTS PNC PA TAX FREE INCOME FUND 19,903.95 20,104.17 200.22 i , I , 349 UTS PNC SHORT TERM GOVERNMENT 34,996.67 35,123.83 127.16 , I BOND FUND ~- I , ~I - 26 - ------------- ------------- ------------- 228,197.37 268,050.56 39,653.19 g;~d.O 3v fl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING lETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN . (/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION OEPT. 280601 HAARISaURO, PA 17128.0601 UV-U6U,"tU-'U WILLIAM B ANSTINE 11 7 E MARKET ST YORK JR ESQ 05-17-1999 RAYMOND 09-14-1997 21 97-0769 CUMBERLAND 202 VONNE D Allount R...itted PA 17401 .. "l MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sublllt the upper portion of this fOrD with your tax paYllent. CUT ALONG THIS lINE ~ RETAIN LOWER PORTION FOR YOUR FILES ... REY:73rEX--AFP--C03---973-----ii.-iliiiicE-Oj:--JiETERiiiNAi'iiiri-ANJi-ASSESSHEilT"--------------------- --- --- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING lETTER .. ESTATE OF RAYMOND VONNE D FILE NO,21 97-0769 ACN 202 DATE 05-17-1999 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 25,226.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount andlor Interest) 130,146.54 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount andlor Interest) .00 4. Total Inheritance Tax Assessed 130,146.54 .00 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 .00 7. Additional Pennsylvania Estate Tax Due TAX CREDITS: PAYMENT DATE DISCOUNT (+) INTERESTIPEN PAID (-) AMOUNT PAID RECEIPT NUMBER TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) PURPOSE Of NOTICE: To fulfill the requlr'e.QOts of Section 2145 (b) of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9145). PAYHENT: Oetach the top portion of this Notice and sub.it with your pay.ent to the Register of Wills printed on the reverse dde. __ "eke check or .oney order payable to: REGISTER OF MILLS} AGENT. REFUND (CR): A refund of a tax credit .ay bo requested by co.pleting an ~Application for Refund of PennSYlvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or fro. tho Depart.ent's 24-hour answering service nu.bers for for.s ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDDM (717) 772-2252 (Hearing I.paired 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 Notice by: --written protClst to the PA Oepart.ent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the .athr deter.ioed at audit of the personal representative, OR --appeal to the orphanr.' Court ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assess.ent should be addressed in writing to: PA Depart.ent of Revenue, BureaU of Individual Taxes, ATTN: Post Assess.ent 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-IS01) for an explanation of ad.inistrativelY correctable errors. PENALTY: The 157. tax a.nesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid bofore January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation penalty is appeelable in th~ s~e .annor and in tho the sa.o ti.e period as you would appoal the tax and interest that has been assessed as indicated on this notice. INTEREST: Additionai Ponnsylvania Estate Tax assessed as a result of a change on tho Federal Estate Tax closing letter beco.es delinquent at the expiration of one (1) .onth fro. the date the final notice of the increase in Federal Estate Tax is received. Taxos which beca.e delinquont before January 1, 1982 bear interest at the rate of six (67.) percent per annu. calculated at a daily rate of .000164. All taxes which beca.e delinquent on or after January 1, 1982 will bear interest at a rate which will vary fro. calondar year to calendar your with thot rote announced by the PA Depart.ent of Revenue. The applicable interost rates for 1982 through 1999 ara: ~ Interest Rate Daily InterClst Factor Yoar Interost Rate Daily Interest Factor 1982 207. .000548 1988-1991 11i: .000301 1983 l6i: .000438 1992 9% .000247 1984 117. .000301 1993.1994 n .000192 1985 lS~ .000SS6 1995-1998 9i: .000247 1986 lO~ .000274 1999 77- .00019Z 1987 9% .000247 -.Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (IS) days beyond tho datu of tho assess.ant. If pay.ant is Made after tho interast co.putation date shown on the Notice, additionsl interost .ust ba calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: VONNE D. RAYMOND Date of Death: 9/14/97 Will No. Admin. No. 21-97-0769 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules. I report the following with respect to completion of the administration of the above.captioned estate: I. State whether administration of the estate is complete: Yes 2. If the answer is No. state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infonnally to the parties in interest? No d. Copies of receipts, releases. joinders and approvals of fonnal or infonnal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: (1........ /.0) (~'i1 o I ~^ )QA- R ([~t:-t. ~ Signature William B. Anstine, Jr.. Esquire Name (please type or print) 117 E. Market St.. York, PA 17401 Address (717) 846-8811 Tel. No. Capacity: Personal Representative ~ Counsel for personal representative