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, wearing apparel and all other like articles of household or
personal use or adornment to my husband, SAMUEL K. WILSON ("My
Husband"), if he survives me. If he doos not survive me, such
articles shall be sold and the proceeds thereof shall pass as a
part of my residuary estate.
ITEM IV: I give, devise and bequeath all
the rest and residue of my prope-ty, real, personal and mixed,
not disposed of in the preceding portions of thiG Will, as
follows:
I!,
(a) If My Husband survives,me, to my Trustee,
hereinafter named, IN TRUST N~VBRTHELESS, to be held,
administered and disposed of in accordance with ITEM
V hereof for the benefit of My Husband ("MY Husband's
Trust") lor'
(b) If My Husband does not survive me,
(1) I hereby make the following
specific bequestn:
lI'II I give and devise
the sum of Ten Thousand
($10,000) Dollars to CAROLINE
PEREZ, of No.5 Bac-Bac,
olongapo, Phillipine Islands,
if she survives me.
(B) I qive and devise
the sum of Ten Thousand
(~lO,OOO) Dollars to
Page 2 of 10 pages
and Maryellen Kr imnl, it: she is
living at my death,
.!~_ V: My Trustee shall have, hold,
manage, invest and reinvest the assets of My Husband's Trust,
collect the income and
(a) t1y 'frustee Bhall pay over the net income of
the Trust to My HURband during his lifetime, in
installments not lenn frequent than quarterly and
shall pay such amounts of the principal of the Trust
as, in the sole discretion of my Trustee, may be
necessary for the maintenance, support and medical
and nursing care of My Husband, taking into
consideration any other meann readily available for
such purposes.
(b) Upon the death of My Husband, my Trustee
shall distribute the principal and any undistributed
income of the 'l'rust. to the sanle persons and in the
same shares as provided in subparagraph (b)(2) of
ITEM IV above except. that. the phrase "living at my
death" shall instead read "living at. My Husband's
death,"
.f'!:'.F:.!:LY'!': No interest in income ot'
ptincipal of my estate or any trust created hereunder shall be
subject to attachment, levy or seizure by any creditor, spouse;
page 5 of 10 pages
assignee or truotoe or roceiver in bankruptcy of any beneficiary
of my estato or of any trust created hereunder prior to the
beneficiary's actual r.'(lUloJipt t1IlHoof. My Executur or 'rruutoe
shall pay oVer the not income and the principal to the
beneficiaries heroin denignutod, as their interosts may appear,
without regard to 111lY uttompted anticipation (except as may be
specifically provided heroin), pledging or assignment by any
beneficiary of my estato or of any trust created hereunder and
without regard to any claim the rota or attempted levy,
attachment, Deizure or other procoB8 11'jainst said beneficiary.
11'~!:1_ VII: Any pe t'flOn ot he r than My Husband
who shall have died at the same time as I or under such
circumstances that it is difficult or impossible to determine who
shall have died first, shall be deemed to have predeceased me.
If My Husband and I shall have died at the Bame time or under
such circumstances that it is difficult or impossible to
determine who shall have died first, My Husband shall be deemed
to have survived me. Any person other than me who shall have
died at the Bame time as any then heneficiary of income of my
estate or a trust created hereunder or under such circumstances
that it is difficult or impossible to determine who shall have
died first, shall be deemed to have predeceases such beneficiary.
ITEN VII I: In the settlement of my estate
and during the continuance of any trust created hereunder, my
Executor and my Trustee shall possess, among others, the
page 6 of 10 pages
following,powcra .to be exercised for the beat interests of the
beneficiaries:
(a) To retain any investments 1 may have at my
death so long as my Executor or Trustee may deem it
advisable to my estate or truut so to do.
(b) To vary investments, when deemed desirable by
my Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate mortgages or other
securities or in such other tHai or personal property
as my ~xecutor or Trustee shall deem wise, without
being restricted to so-called "legal investments."
Ie) In order to effect a division of the
principal of my estate or trust or for any other
purpose, including any final distribution of my estate
or trust, my Executor or Trustee is authorized to make
said divisions or distributions of the personalty and
realty partly or wholly in kind. If such division or
distribution is made in kind, said asscts shall be
divided or diDtributed at thcir respective values on
the date or dates of their division or distribution.
In making any division or distribution in kind, my
Executor or Trustee shall divide or distribute said
assets in a manner which will fairly allocate any
unrealized appreciation among the beneficiaries.
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(d) To sell either at public or private sale and
upon such terms and conditions aD my Executor or
Trustee may deem advantageous to my estate or trust,
any or all real or personal estate or interest therein
owned by my estate or trust severally or in conjunction
with other persons or acquired after my death by my
Executor or Trustee, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or salesl also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon my Executor or Trustee in this
paragraph ur elsewhere in this Will.
(e) To mortgage real estate and to make leases of
real estate for any term.
Fage 7 of 10 pages
otherwise, I appoint Dauphin Ooposit Bank a~d Trust Company as
Guardian of /Juch assotiJ authorIzod by law payatJln to such minor..
'l'h0 Guardian may r:eceivo, adl1liniutor and f1hall have full
authority to use such a8uots, both principal and income, in any
manner the Guardian f1hall deem advisable for the best interests
of the minor, including college, university, graduate or other
education, without securing a court order. Tho Guardian shall
have all the rights and privileges in its capacity as Guardian as
are herein granted to my Executor and Trustee as to my estate and
any trusts created hereunder.
ITIlM XI: I hereby appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY as Executor of this Will.
I'rEM XII: I hereby appoint DAUPHIN DEPOSI'l'
BANK AND TRUST COMPANY as Trustee of any trust created hereunder.
ITIlM XIII: Any Guardian, Executor or TruBtee
shall qualify and serve without the duty or obligation of filing
any bond or other security. Any corporate fiduciary shall be
entitled to compensation for services in accordance with the
standard schedule of fees in effect when the oervices are
rendered. I direct that the law firm of Rhoads & Sinon shall be
employed as the attorneys for my estate.
Page 9 of 10 pages
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lUIOADII a. SINON
ATTORNEYS AT LAW
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cmrnl"IfATI()N 011 JSO:rICKI)N1!I~,IUU!l.lLM.M
Namc 01' \)('c('d('nt: ,J.JlIhmSLW!lHml..-
,_________.__~u.....n___~_...~_.__..~_
\)atc of \)('llth: ...Allj,llJ.~t J.l,1991...~,___,..,.-..___.___~~.._,______
Will No, ,J.29,7,~.O,Q77!.. ,_.__. Admlll. No. ....,~.--"._,---..-..._---
To thc R('lllst('l':
I cN'tll'y thut notlc(' 01' IWllet'leiul Int(~I'cst I'C(luh'cd by Itl,lc 5.6(a) 01' thc
Oqlllans' COIlI't Ihlll's WIIS sl'!'VNI 011 (II' mallcd to tI\(~ following hCl1cl'lcllll'l(.s 01' the above-
cuptloued cst ute 1111 !l,d,!', u II, 1997,
~w
MonslllnOl' HUllh On'I'IIlIUllh
St. Luwl'ence Ronllm CuthoUc
Church (n/k/ll 'I'll(< Cathed.'al
Parish of St. I)atrlck)
Kathy Stapf nl'llllltsky
JoAnn Stallf
Thomus Stapf, .'1',
John SIlII)f
Rohert Cleveland
Bctsy Cleveland
Emily Cleveland
Kathy Sulllvun Cleveland
Fritz (Fredcr'lck) Urich
Jamie (James) Ulrich
Amy Krhlllll O'BI'lun
Address
c/n St. Catherhl(' Lllholll'e, 4000 \)erry Street,
HIIl'I'lsburg, I'A 17111
212 State Street, HlIrl'isbm'g, I'A 17101
5618 Glenwood ROlld, Bethe,,,III, MD 20817
771 Flshhlll Creek Vlllley Road, Ihll'l'lsburll, PA 17112
423 E, Hillh Street, Apt. III, EUzabethtown, PA 17022
830 Sand Hili RlIlld, Hershey, PA 17033
c/o Mr, & Mrs, ThonUls Clevelllnd,409 Ccntral Drive,
BrlurdUf Manor, NY 10510
c/o Mr, & Mrs, Thomlls Clevelllnd, 409 Central Drive,
BrlurdUI' MmulI', NY 10510
c/o Mr, & Mrs. Thomlls Clevehmd, 409 Centrul Drive,
BrillrdUI' Manor, NY 10510
c/o Mr, & Mrs. Thomas Clevelund, 409 Celltral Drive,
Uriardil'f Mau(II', NY 10510
1365 SI)rlng House ROlld, Middletown, PA 17057
209 E, I~mllus Street, Middletown, I)A 170S7
423 Hillsmere Drlv(', Aunapolis, MD 21403
Notice has now been given to 111\ lIersons entitled thereto under Rule 5,6(a) except:
!dIrg.!iillLl'erez (forellln beneficllU'y - 1I0tlCl' to be sent upon confirmation 01' l\lldress)
5Jijl~
~gnlltnl'(' r
Name ,,Stanley A, Smith, Esquire
Address Rhoads &..Slnoll LLP
P. O. nox 1146. Hurl'isbure. I)A 17108-1146
Telephone (717) 233-57:\ 1
Date: lJrl J01 1!iJ}
IlIml
Capacity: ___
X
PersOlUlI Repl'esentutlvc
Counsel 1'01' person III
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DISaURSb1MF,N'I'S 01" INCOMb1
199.I~09~19 ' Dauphin Dopos it Bank and'l'r.ust
COI - COlllmiss.l.on
1991".10~07 lllluph.l.n Dopos it Sa n k and '{'rust
Co, - comm.l.ss.lon
1991-11-06 Dauphin llepos.it lJatJk and Trust
Co. . commission
1997-12-08 Dauphi.n Depos.lt Bi1nk and Trust
Co. . CommisaJ,on
1991-12-31 Diluphin Dopos it Bank and 'I'rust
Co. . Comm.lssi.on
1998-09-23 Intern'ollRovenue ServlQe -
1997 Federal Fiduo.lary Income
Tax
1998-09-23 PA Department of Revenue -
1997 State Fiduoiary Inoome
tfax
1999-04-05 Dauphin Deposl.t Bank and Trust
Co. - Commi.sslon (12/5/97 to
4/5/99)
Total Oisbursements'of Income
"j
13
123,23
129,34
131.29
121.40
1'.39
6,"152.00
536.00
2,371.45
---......-.......----...
10,166.10
......-....-.....................-.
10,166,10
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COM~~~tI.'W~'lf{.fitllillcr~aNla (TO BE I'ILED IN DUPLICATE
HaRRlSl/~~b.m\,O'06O' WITH REGISTER 01' WILLS COUNTVCOOl
DECEDENT'S NAME (LAST, FIRST, AND MIDDLe INITIAl.) DECEDENT'S COMPLETE ADDRESS
Wilson Lillian S. 4837 E, Trlndle Road
SOCiaL SECURITVNUMBER DaTE OF OEaTH DaTE OF BIRTH Mechanlcsburg, I'A 1705.5
193.12.8626 08/31/1997 06/28/1908
REV. ISOOEX '(7,0"
'[]l.'Suppl.menlal A.lurn
o 4.. fulur. Inl..e" Compromi..
liar datos at d..lh aft., 12-12-82)
nocodent Olod Tostoto []] 7, Oocedenl Maintained a Living T,u.t
(Anach co at Will) IAnach a copy 01 T,u.t)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD IE DIRECTED TO:
G eD NaME COMPLETE MilLING aDDRESS
E Sue Mauer Dauphin Deposit Bank and Trust Company
~ ! TElEPHONE NUMSER 213 Market Street
T 717 255.2051 Harrisbur PA 17101
1, Alii E.tatolSchedule A) I one
2. Slack. and Bonds ISchedule BI (2) 877,297.46
3, Closely Held Stock/Panne"hlp Inlorost (Schedule C) (3) None
4. Mong.gos and NOles AecelvablelSchedule D) (4) None
I. Cash, Bank DeposllS & Miscellaneous Personal Propeny (Sch, E) (I) __ 54 ,022.47
I. Jolnlly Owned P,openy ISchedule F) (I) None
7. Transf..s (Schedule G) ISchedule LI (7) None
I. Tolal Gross A"els Itolol lines 1,7)
9. Funeral Expenses, Administrative Costs, Miscellaneous
Expo""s (Sch.dulo H)
10. Dobl', Mongago Llabllllles, Liens ISchedule II
II, Totol Doductlon' Itotal L1nos 9 & 10)
12, Not Value at E.tale (line 8 minus line 11)
13, Charllablo and Gove",menlal Bequests (Schedule J)
14. Nel Value Sublecl to T.. (L1n. 12 minus Line 13)
11. Spousal Tron.t... (tor dalos of de'lh ah.. 6-30-94)
See lnstrucllons for Applicable Percentage on page 2.
(Include volulS I,om Schedule K or Schedule M.)
11, Amount of L1n. 14 taxable a16% rate
(lncludo valuos horn Schedule K 0' Schedule M.)
17, Amount of LIne 14 laxable 01 IS'!. ralo
(Include valu..hom Schedule K or Schedule M.)
15. Principal t.. due (Add I.. trom Line 15. 16 and 17.)
19. Credlts/Sp Poveny P,lor Peymonls Dlscourll
0.00 +114 ,000.00 + 6 ,000. OQ
20, II Line 19 Is greal.. than Llno 18. onto, the d~"ence on llno 20. Thl. Is the OVERPAYMENT.
~ 0 IChock hor. If you allllqu.ollng 0 r.fund 01 your ovorpoyr;;;;;t.]
21. IIl.1ne 181. g..al" Ihan line 19, enter Ihe dlll"ence on Line 21. Thl. Is tho TAX DUE.
A. Enter theinlerest on the balance due on Lin. 21A
I, Ent" Ihe tolol of tine 21 and 21A on line 21B. This Is the BALANCE DUE.
Moko Chock Pa ablo to: Ao lator 01 Wlllo, A ont
~ ~ IE SURE TO ANSWER ALL QUESTIONS ON PAQE 2 AND TO AECHECK MATH . .
Und., penaUIISot perrury:-I deel.re th.t I heve ell.mlned Ihl! return, Including .ecomplnylng .ch<<fules.nd II.temenll, .nd to thll be.t of mv know'-dg. and bllI.t, It I. tr....,
COI,Kt Ind complet., 1 decllrelh.t.n t..llIsl.le hI!! bien reported .llru. ,.,.tke' v.lue, Oecll"tlonof pr'plret olh., thin the perlonll rep"..nt.UvIIls biNd on.lllnfotrMllon 0'
which pr'p'r., has Iny knowl~ye,
SIQNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN Sue Mauery
?,l} ,l:1!'.r:~e~,.~~F.".~~"..,., _ \...,,'" _"., _ _.."
Harrisburg, PA 17101
SIGNaTURE OF PREPaREROTH'R THaN REPRESENTa"VE Dauphin Depos I t Bank and Trust Company
213 Market Street
f1iirr i;'burii: 'PA'" iii6i""""",..,"""'" -",-
I
(IF APPLICABLE) SUAWJINQ SPOUSE'S NAME (lAST ,FIRST AND MIDDLE INITIAL)
u ~ X::
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Copyright (c) 1994 form soflwlro only CPSyslems, Inc.
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0" OATIS 0' CUlM AFTEA '2/31111 OMICk HERE
, A SPOUSaL
'ILI NUMIER
21.97 -0774
VElR
NUMBER
Cumberland
aMOUNT RECEIVED ('IE INSTRUCTIONS)
0.00
[[] I.
1 I.
Romalnd" R.lUln
(tor dot.. 01 d.ath prior 10 12.13-82)
Fodoral E.tall Tn Aotu,n Aoqulred
Tolal Numb., 01 Sal. Dopo.h 80'"
(I)
931,319.93
(9)
56,799.90
(10)
1,396.46
(11)
(12)
(13)
(14)
58,196.36
873,123.57
10,000.00
863,123.57
(II)
0.00 X
:
0.00
(16)
O. 00 X .06 :
0.00
(17)
863,123.57 X .15:
129,468.54
(11)
129,468.54
Int.rest
(19)
(20)
120,000.00
0.00
(21)
(21A)
(211)
9,468.54
0.00
9,468.54
DaTE
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DATE
Form 1100 (~.V. 7.94)
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SCHEDULE H
FUNERAL I!XPENS!S,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS I!XPENSE
COM.~4IbW~ANIA
ST"TIOl'
Lillian S. Wilson
ITIM
NUMIIR
55 193..12..8~ 08/31/1997
DESCRIPTION
A,
I.
C.
1
Pun..a' Ex,.nl"'
Neill Funeral Home .. Funersl Expense
2
Susan Stapf .. Reimbursement for Funeral Lunch
1.
. "dmlnlltrllllva Coolt. Dauphin Deposit Bank and Trust COIl\pany
PI,son.1 R,p"slnt.U.I Commissions
50.1.1 S..urity Number of P.rsonal A.p"..nta".a:
Vaar Commissions paid
2.
AnornlY F...
Rhoads & Sinon, LLP
3.
Family E..mptlon
Claimant
Addr..s 01 Claimant al d...dlnt's d.ath
Strltt Addr..s
City
Stat.
Zip Codl
R,'aUonshlp
4.
Probata Fits
Register of Wills
1
MI..aUaneouI Expln.."
Cumberland County Register of Wills .. Fee to Administer Oath
2 Cumberland Law Journal .. Cost of Advertising and Proof of
Publication
3 Haar's Auction.. Commission on Sale of Coins
4 Henry J. Ruhl . Jewelry Appraisal
5 Irwin R. Brandt . Appraisal of Coins
6 Muscalus Furs . Appraisal of Furs
7 Patriot News Co. . Cost of Advertising and Proof of Publication
8 Zeigler Auction Co. .. Commission on Sale of Household Effects
Total of Continuation Schedule(s)
TOTAL (Also Inler on line 9. A.ea ~ulatlon)
(II mora spa.. I. neaded, In.ert .dd~lonal .hHlI of ..me .lIe,)
Copvrlgh' (el 1"~ form IOftWlf. only CPSYIllml, Inc.
AMOUNT
5,630.00
284. 56
28,600.00
17,500.00
428.00
15.00
60.00
81. 50
160.00
30.00
45.00
175.42
765.62
3 024.80
. 56 799.90
Form 'lOOSened..... H(RIV, 7-11)
AIV, IftlUX + (1,17)
eOMIIR,liiIU\\W.wtll'ANIA
lTATI 0'
SCHI!DULI! J
BI!NI!PICIAAII!S
Lillian S. Wilaon
ITEM
NUMaER
SS 193-12.8626 08 31 1997
NAME AND AODRESS OF BENEFICIARY
ITEM
NUMBER
A. To.able aaqua...:
l' Betsy Cleveland
409 Central Dr.
Briareliff Manor, NY 10510
2
Emily Clevelsnd
409 Central Dr.
Briareliff Manor, NY 10510
RELATIONSHIP
Orand Niece
Orend Niece
Orand Niece
TOTAL CHARITABLE AND GOVERNMENTAL BEQUE.STS (Also .nt.. on IIn. 13. R.c.phulalion)
(If mo.. spac. Is n.eded, Ins.n addltlon.lshee" of ..me sl.e,)
Copyrlgt'll(c) 1"4 form IOftWIII only CPSV".mt, Inc,
3
Kathy Sullivan Cleveland
409 Central Dr.
Briarcliff Manor, NY 10510
NAME AND ADDRESS OF BENEFICIARY
1
B, Cha.habla .nd Governmental aequest"
St. Lawrence Roman Catholic Church
(n\k\a) The Cathedral Parish of St. Patrick
212 State Street
Harrisburg, PA 17101
PILI NUMIRR
21- 97.077/.
AMOUNT OR
SHARE OF ES~
1/12 share of
Res idue as per
Item IV
(b)(2)(C) of
Will
1/12 share of
Res idue as per
Item IV
(b)(2)(C) of
\/ill
2/12 share of
Res idue as per
Item IV
(b)(2)(D) of
Wll1
AMOUNT OR
SHARE OF ESTATE
10,000.00
Cash Bequest
as per I tem IV
(b)(l)(D) of
Will
. 10 000.00
Form 1100 Schlldul. J (Atlf, l.ll)
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LAST WILL AND TESTAMENT
Q!
LILLIAN S. WILSON
I, LILLIAN S. WILSON, of the City of Harriaburg,
Dauphin County, ~ennsylvania, being of sound and disposing mind
and memory, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils by me at
any time previously made.
I TEM I:
All inheritance, estate and
similar taxes becoming due by reason of my death ("Death Taxes"),
whether such Death Taxes shall be payable by my estate or by any
recipient of any property, shall be paid by my Executor out of
the property passing under ITEM IV of this Will as an expense and
cost of administration of my estate. My Executor shall have no
duty or obligation to obtain reimbursement for any Death Taxes
paid by my Executor, even though paid with respect to proceeds of
insurance cr other property not passing under this Will.
ITEM II:
I hereby exercise all powers of
appointment which I may have at the time of my death in favor of
my Executor, and all property subject to all such powers of
appointment shall be included in my estate and be governed by the
provisions of this Will.
ITEM I II :
I give and bequeath all of my
household furniture and furnishings, automobil~s, books,
pictures, jewelry, china, crystal, appliances, silverware,
Page 1 of 10 pages
,
assignee or trustee or receiver in bankruptcy of any beneficiary
of my estate or of any trust created hereunder prior to the
beneficiary's actual receipt thereof. My Executor or Trustee
shall pay over the net income and the principal to the
beneficiaries herein designated, as their interests may appear,
.
without regard to any attempted anticipation (except as may be
specifically provided herein), pledging or assignment by any
beneficiary of my estate or of any trust created hereunder and
without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
~TEM VII:
Any person other than My Husband
who shall have died at the same time as I or under such
circumstances that it is difficult or impossible to determine who
shall have died first, shall be deemed to have predeceased me.
If My Husband and I shall have died at the same time or under
such circumstances that it is difficult or impossible to
determine who shall have died first, My Husband shall be deemed
to have survived me. Any person other than me who shall have
died at the same time as any then beneficiary of income of my
estate or a trust created hereunder or under such circumstances
that it is difficult or impossible to determine who shall have
died first, Shall be deemed to have predec~ases such beneficiary.
ITEM VIII:
In the settlement of my estate
and during the continuance of any trust created hereunder, my
Executor and my Trustee shall possess, among others, the
page 6 of 10 pages
..,1'
fallowing powers to be exercised for ~he best interests of the
beneficiaries:
(al To retain any investments I may have at my
death so long as my Executor or Trustee may deem it
advisable to my estate or trust so to do.
,
(b) To vary investments, when deemed desirable by
my Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate mortgages or other
securities or in such other real or personal property
as my Exeoutor or Trustee shall deem wise, without
being restricted to so-called "legal investments,"
(c) In order to effect a division of the
principal of my estate or trust or for any other
purpose, including any final distribution of my estate
or trust, my Executor or Trustee is authorized to make
said divisions or distributions of the personalty and
realty partly or wholly in kind. If such division or
distribution is made in kind, said assets shall be
divided or distributed at their respective values on
the date or dates of their division or distribution.
In making any division or distribution in kind, my
Executor or Trustee shall divide or distribute said
assets in a manner which will fairly allocate any
unrealized appreciation among the beneficiaries.
(d) To sell either at public or private sale and
upon such terms and conditions as my Executor or
Trustee may deem advantageous to my estate or trust,
any or all real or personal estate or interest therein
owned by my estate or trust severally or in conjunction
with other persons or acqUired after my death by my
Executor or Trustee, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purChaser or purchasers to see to the
application of the purChase money or 'to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
aSsignments, options or other writings which may be
necessary or desirable in CArrying out any of the
powers conferred upon my Executor or Trustee in this
,paragraph or elsewhere in this Will,
(e) To mortgage real estate and to make leases of
real estate for any term.
Page 7 of 10 pages
,.'10.
(f) To borrow money from any party, including my
Executor or Trustee, to pay indebtedness of mine or of
my estate or trust, expenses of administration, Death
Taxes or other taxes.
,I
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,
(g) To pay all costs, Death Taxes or other taxes,
expenses and charges in connection with the administra-
tion of my~~state or trust, and my Executor shall pay
the expenses of my last illness and funeral expenses.
(h) To vote any shares of stock which for.m a part
of my estate or trust and to otherwise exercise all the
power. incident to the ownership of .ucb .tock and to
actively manag. and operate any unincorporated
bu. in..., including any joint venture. and
partnerships, with all the rights and powers of any
owner thereof.
(i) In the discretion of my Executor or Trustee
to unite with other owners of similar property in
carrying out any plans for the reorganization of any
corporation or company whose securities form a part of
my estate or trust.
(j) To assign to and hold in my estate or trust
an undivided portion of any asset.
(k) To hold investments in the name of a nominee.
(l) To compromise controversies.
illH IX:
In the settlement of my estate:
(a) My Executor shall not be personally liable
for any loss to my estate or to any beneficiary of my
estate resulting from an election made in good faith to
claim a deduction as an income tax deduction or as an
estate tax deduction,
(b) In valuing property in my gross estate for
the purposes of any Death Tax, my Executor shall not be
personally liable for any loss to my estate or to any
beneficiary of my estate reSUlting from my Executor's
decision made in good faith to use a particular
valuation date.
ITEM X:
If at any time any minor shall be
,
entitled to receive any assets free of trust by reason of my
death, whether payable hereunder, by operation of law or
Page e of 10 pages
."~* ;~,'"
ff.\-',.~:,'1:
otherwise, I appoint Dauphin Deposit Bank and Trust Company as
Guardian of such assets authorized by law payable to such minor.
The Guardian may receive, administer and shall have full
authority to use such assets, both principal and income, in any
"
manner the Guardian shall deem advisable for the best interests
of the minor, including college, university, graduate or other
education, without securing a court order. The Guardian shall
hay. all the ri9hts and privilege9 in its capacity a9 Guardian as
are herein granted to my Executor and Trustee as to my estate and
any trusts created hereunder.
ITEM XI:
I hereby appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY as Executor of this Will.
lTEH XII:
I hereby appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY as Trustee of any trust created hereunder.
ITEM XI II:
Any Guardian, Executor or Trustee
shall qualify and serve without the duty or obligation of filing
any bond or other security. Any corporate fiduciary shall be
entitled to compensation for services in accordance with the
standard schedule of fees in effect when the services are
rendered. I direct that the law firm of Rhoads' Sinon shall be
employed as the attorneys for my estate.
Page 9 of 10 pages
'I ".
, ,
this/ my Last Will
preceding nine (9 )
1986.
"
Page 10 of lO pages
"
IN WI,'l'N!SS WHEREOF / I have set my hand and seal to
and Testament, consisting of this and the
1,-
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pages, this ~_ day of ;..",-
'..,."
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:.-":\ I, .'_!' , c' ,.! .,.;, ( I...,." ,,-- (SEAL)
Lillian S. Wilson
We, the und~rsigned, hereby certify that the foregoing
Will was Signed, sealed, published and declared by the
above-named Testatrix as and for her Last Will and Testament, in
the presence of u~, who, at her request and in her presence and
in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the
t~me of the execut on thereof, the said Testatrix was of sound
and qisposin min a d ~emory.
(SEAL)
(SEAL)
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aUREAU Of INOIVIDUAL TAMES
INHERITANCE TAM DIVISION
DtPl. ZlD6Dl
UAARISIURfJ, PA 17128*0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TA~
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAM
07-27-1998
WILSON
08-31-1997
21 97-0'/74
CUM8ERLAND
101
[~~:}jiunt-F-.~~:d -_~J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiV'=i54,-iic"AFP""ni9"=97y-tjcji'IcE-op-YN'HiiiiTilNci"YAin'ppi!XisEMiiir;-ALDiwilNCE-OR"'nnn-n--- - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LILLIAN S FILE NO. 21 97-0774 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SUE MAUERV
DAUPHIN DEPOSIT BK
213 MARKET ST
HARRISBURG
PA 17101
ESTATE OF WILSON
TAM RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RElURN
1. R..l E.t.t. ISch.dul. Al
2. Stooke end Bondi (Sohedula BJ
5. Clo..ly Held stock/Partnership lnt.ra.t (Schedule C)
4. "ort,a,../Notea Reoeivable (Schedule DJ
5. C..h/D.nk Deposits/Hilc. Parlonal Prnparty (Schedule E)
6. Jointly OWned Property (Schedule f)
7. Transfars ISohedule QJ
e. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
) CHANGED
111
121
131
141
ISI
161
171
.00
877 .297. 46
.00
.00
54.022.47
.00
.00
181
191_
1101_
56.799.90
1.396.46
1111
1121
1131
1141
10.
11.
12.
13.
14.
NOTE I
9. funeral Expenses/AdM. Costs/Hisc. EKp.ns.. (Schedule H)
Debta/Hortg8g8 Liabiliti.s/Liens (Schedule IJ
Tot.l D.duction.
Net Value of 'ax R.turn
Charltable/GovernMentel 8eque>>ts~ NonMelect.d 9113 Trusts ISchedul. J)
Net V.lue of E.t.t. Subj.ct to T..
If .n ...e....nt w.. i..ued previou.ly. lin..
reflect figur.. th.t include the tot.l of ~
ASSESSMENT OF TAXI
lS. Aoount of Line 14 .t Spcu..l r~t. I1S)
16. AMount of Line 14 t...bl. .t Lin..l/Cl... A r.t. (16)
17. AIIQunt of Line lit taKable at Collet.ral/Cle.. 8 r.t. (17)
18. Prinoipal Tax Du.
TAX CREDITS I
PAyHENT
DATE
11-21-1997
05-15-1998
RECEIPT
_DER
AA242486
AA270084
DISCOUNT 1+1
INTERESTIPEH PAID 1-)
6.000.00
.00
d.--
*
UY.IWUA"m.t11
l I1.LIAN
S
DATE 07-27-1998
NOTE I To in sur. proper
oredit to your aooount,
SUbMit the upper portion
of thia forM with your
tax pay.ent,
931.319.93
JiA .1Q" ~"
873.123.57
10.000.00
863.123.57
14. 15 and/or 16. 17 .nd lS will
return. ea.e..ed to d.te,
.00
.00
863.123.57
M .00,
M .06.
M .15.
1181
.00
,00
129.468.54
129.468.54
-.- -~T~!~i: TAX CRED~T - 129-.468.,54
BALANCE OF TAX DUE .00
.-----. --.---
INTEREST AND PEN. . DO
-.------..-....--..--
TOTAL DUE .00
--------_.._._-~- --...
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
AHOUNT PAID
114.000.00
9,468.54
If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED As A "CREDIT" ICRI. YOU "AY aE DUE
A REfUND. SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS. I
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RESF.RYATlOMI <.iet.t.. of dto".ntt;:jW on or before Oeo..ber 12, 1982 -" if .n~ future interut in the ..tate II trM1.ferr.d
in pOlISenlon or e"jo~Hnt to Cl." I ((lollateral) b.neUclari.. of the d.o.dent after the elCpiratlon of anY ..tat. for
life or for y.ars, th. C~onwe.Jth hereby .Mpre.,ly rv,.r",.. the right to ~pral.. and aSSGIS trantf.r Inheritance TaMe.
at th. lawful CIIIII I (oollaterh!J rat. on any such fuhw8 interut.
PtJAPOSEOf
MOnCE I
To fulfill the requlre..nts of Seotlon 1140 of the Inheritanca and Estate Tax Aot, Aot 21 af 1995. (72 r.s.
S.ction 9140),
PAVtENT,
Datftch the top portion of thts Notice and .ublllit with your paYMent to the R.ght.r of Wills rrlnted on the rev.r.e .leN.
~~"ake check or Money ordor payable tOI REGISTER OF NILLS, ,AGENT
REFloWD (CA),
^ refund of a taM or.dit, which W.5 not reql'8Sted on the Tall Return, MOY bo requested by cOMpleting an "Applioation
for R.fund of P.nntYlvanla Inheritance and Estate Tox" (REY-l3UL Applications are available at the Office
of the R.glster of Wllh, any ot the 23 R.v.nue District Offioes, or by oall1ng tho IpeoJal 24~hour
an.werlng ..rvlc. nUMbe"s for for.s ord.rlng: In Pennsylvctnlfl 1-800-362-2050, outside Pllllnns'Ilvltnia and
within 10l)al Harrisburg a".1I (717) 787-8094, TDD. ('/17) 772-2252 (Ilearing IMPait'.d Only).
OIJt::cttONSI An" p.rt~ in Interltst not 'flatl.fied with ths ftpprftlse..nt, 8110lofanoe or disallowance of deduotlons, or .....llIGnt
at tax (including discount or Int.rest) flS shown on thh Hotleo lIIust object within sixty (60) dlll'ls of rscelpt of
this Notic. b'll
--writt/iln protest to the PA O.Pftrt.lInt of Revenuo, Board of Appeals, D.pt. 281021, Harrisburg, PA 171211-1021, OR
~~el.ction to have the Matter deter.lned lit audit of the aooount of the personal r.pr.sentatlve, OR
--app..1 to the Orphans' Court.
ADMIN
I$TAATIVE
CORRECTIONS I
Factual .rrol'. dhco....r.d on this 0..e5l1lll.nt should be addrus.d in writing tOI PA Dep.rt.ent of A.venue,
aur_au of Individual lIMU, AHHl Post A..ess.ent R.vlew Unit, D.pt. 280601, Hllrrhburg, PA 171Z8-0601
Phon. (717) 787-6505. Se. page S of the booklet "Instruotlons for Inheritance TaK R.turn for a R..ldant
O.c.dent" (REV-IS01) fur on .llplanatJon of adMinistratively corr.etnbl. errors.
DISCOUNT I
If any t.lC due Is paid wUhin thr.. (3) calendar .onths after thfl d.cedent's death, 8 flv. p.rcent (5Y.> discount of
the tall paid Is allow.d.
PENAL TV I
Th. 15Y. tax Hnesty non-participation p.llalty is cOIIputed on the total of the taK and Inter..t asseu.d, and not
paid b.for," January 18, 1996, the first day aft.r the end of the tax BMnesty period. This non-participation
pilnalty Is ap.,qalable In the sa.o Manner Rnd in thft the saMe tlMi'l periOd 85 you would appe.l the taK and Int.r.st
that has t,..n .......d as Indicat.d on this notice.
INTEREST I
Inter..t It charg.d b.ginning with first doy of d.linquenoy, or nino (9) Ilonth! Ilnd one (I) day fro" the dftt. of
death, to the d.t. of paYMunt. Tall.s whloh biloa.e delinquent b.fore January I, 1982 be.r Intsrest ftt the rllt. of
,Ix (6%) p.ro.nt per Ilnnullll caloulated at I dally ratft of .0~D164. All taxes which b.oaM. d.llnquent on and aft.r
January I, 19&2 NI11 b.1l1' Int.reit .t fl rflte which wUI vary froll calendar y.ar to calondar yur with that rate
announced by the PA n.part..nt of Revenue. Tho ftp"llcabl. int.rest rates for 1981 through 1998 ar.l
Y!!r Int.r..t Rate Oally Inter..t Factor :!!!r Int.r.st Rate Dally Interest rllctOt
1982 20% .000548 1987 9% .000247
1983 16% .000438 1988-1991 11% .000301
19M 11% .000301 1991 9% .000l47
1985 HY. .000.\56 1993-1"94 7Y. .00019l
198. lCY. .DOOl74 1995-1996 9% .000l47
~~Int.r..t Is calculahd .. followsl
INTEREST . BALANCE OF TAX UNPAID K NUNBER OF DAYS DELINqUENT K DAILY INTEREST FACTOR
--Any Notloe 1"ulld after the tax beco.e~ d.llnqu.nt will reflect an Inter.~t caloulation to f'ft~.n (15) days
b.yond the date of the 1I.......nt. If paVIIl.nt is Mllde after the Interest coltPutatlon date thoMn on thl
Notlc., addltlonul Int.ru.t.lluut b. aalouletf.d.
< ~ ..~~"._""..,
/5 ,j (J,.3- J~'?
IUREAU Gf INDIVIDUAL TAMES
lttlJ:RItAHCf TAK D!VISIUH
DEP1, ZID60 1
HARRlsaURO, IIA 111lft.06tll
to"MONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTltE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
c
*
tn.411 1M." cu.")
SUE MAUERV
DAUPHIN DEPOSIT BK
213 MARKET ST
HARRISBURG PA 17101
DATE 07-27-1998
ESTAT! OF WILSON LILLIAN S
DAT! OF DEATH 08-31-1997
FILE NUMBER 21 97"0774
COUNTY CUM8ERLAND
AON 201
E:=~~.~io""t :~:~MI ~~~=-=-J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To in.ur. proper cr.dit to your .ooount, IUb_it the upp.r portion of th18 forM with your t.x p.y.-nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ......
R"{Y:4Sjf-ix--AFP--Coi:-9;j-----iii-Niificif-OF--DiTE-RMiiiATioii-AiiD-AiisESsiiiNif----------------------------
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE ~F WILSON
LILLIAN S FILE NO.21 97-0174
ESTATE TAX DETERMINATION
ACN 201
DATE 07-27-1998
1. Credit For State Deeth Taxes es Verified
25.829.93
2. Pennsylvania Inheritance Tax AssaDsed
(Excluding Discount and/or Interest)
123.468.54
3. Inheritance Tax Assessad by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inharitance Tax Assessad
123.468.54
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT P(\ID
\
\
I
[
,
i
[,
I
t~ I
1
! I
I I
~
,
,....
r).,:!)
. '
,:":;1
"
'-,8:.
co
('l '
'=i
:~
l.J lli
t/)t',-'
a: u.
ffi
. ,
.jl
( ._u
;..; ~~
a8
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
"If PAID AfTER THIS DAn. SEE REVERSE SIDE CIf TOTAL DUE IS LESS THAN U. NO PAYHENT IS REQUIRED-
fOR CALCULATION Of ADDITIONAL INn REST . If TOTAL DUE IS REfLECTED AS A "CREDIT" CCR I. YOU NAY IE
DUE A REfUND. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS.)