HomeMy WebLinkAbout97-00875
L~ST WILL ~O TIDSTAMENT
I, ARTHUR C. WISID, of MiddleBex Township, Cumberland County,
Pennsylvania, beinq of sQund and cliapoBinq mind and memory, do
hereby make, publish and declare thiB to be my Lltst Win and
Testament, hereby revokinq any and all former Wills or Codicils by
me'made.
1.
I direot that all my just debts, funeral expensesr
teBtamentary expenses and all inheritance taxes (whether Buch taxeB
may be payable by my eBtate or by any recipient of any property)
shall be paid from my residuary estate as soon as practioable after
my deoease and as part of the administration of my eatate. My
Exeoutor shall have no duty or obligation to obtain reimbUrsement
for any sudh tax so paidr even though on proceeds of insurance or
'other property not passing under this Will.
2.
If my wifs, MARY ,Po WISE, Bhall survive me, then I give,
devise and bequeath all of my estate, both real and persona.t
prope%;'ty, ul')to my said wife, aPBolutely. In the event my Batd wife
shall predecease or fail to survive me for a period of thirty (30)
,l;1ayB after my death, then I giv~, devise and bequeath all of my
estate, both real and perB~nal Property, in the following mannerl
(a) I qive unto each of the following individuals the Bum of
FIVE THOUSAND DOLLARS ($5,000.00)1 ROBERT E. PRESTON, HARV~Y 1',
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page 1 of ,6 Pages
SUNDAY, CIiIllRYL PRIllSTON ALLIllN, PRISCILLA PRIllSTON SNIllLL, GREGORY
PRESTON and JANICIll PRIllSTON ALLOWAY. In the event any of said
leqateeB Bhall fail te survive me, then his .or her share shall
descend tQ h.l.B .or her is site , per stirpes.
(b) All the rest, residue and remainder .of my eBtate, I give,
devise and bequeath unto 'my trustee, in t;rust, fer my brether,
HOWARD L. WISE, on the terms and oonditiens set ferth herein. My
Trustee shall hold, inveBt and reinvest the same I coUect the
~ncame arlBing therefrom, and after payinq all expenses incid~nt to
the manaqement .of the trustr ta use and apply as muoh .of the inceme
': "
ancl prin~ipal as may be necessary in the sele discretien .of my
trustee fer the suppert and well"beinq .of my' said brether. I
spec~fioally provide and direot that the inoeme and prinoipal shall
be for the sela use and benefit .of the said HOWARD L. WISE and fer'
ne ether perBen, my trustee te have sele disoretion in this'matter
and te take inta oensideratien all other inceme which the said
HOWARD L. WIsm may. have frem' ether saurces in exerci,sing thh
clisoretien.
(0) Upon the death .af the Elaid HOWARD L. WISE, I. qive, devise
and ,bequeath all the undistributed inoeme and principal .of' Baid
trust untc ROBERT m. P~ESTON, absalutely, In the event the said
ROBmRT E. PRESTON shall nct survive HOWARD L. WISE, then I give,
daviBe and beque~th the same unte the issue of ROaERT E. PRESTON,
par stirpes, absolutely.
ac.#!"
A.C.W.
Page 2 of 6 paqes
(d) To the extent that the Bame iB permitted by law, none of
the benefiqiarieB, hereunder Bhalt have any power to diBpoae of or
to charqe by way 'of anticipation any interest ~iven tc such
ben~ficiary, and all sums payable to suoh beneficiaries h~reunder
,
shall be fr~~ and clear of the debts, contraotBI alienations ahd
anticipatio,,!B of the beneficiaries, and all liabilities for lev,i'es
and att~ohmElnts and prooeedings of whatBol;lver kind, at law or,in
equity.
3,
I nominate, constitute and appoint MARY'P, WISlil as lilxecutrix
of my estate. In the event she shall be unable or unwilling to
Berve .in Buch capacity, then I appoint ROBIilRT m PRES'J.'ON to act as
, ,
Exeoutor, In the event he shall be unable or unwilling to 00
serve, then I appoint FAR1>1ERS 'J.'RUST COMPANY, Car1J.sle,
pennsylvania, aB Executor.
4 .
I nominate, oonstitute and appoint ROBERT E. PRESTON' as
,
TruBtee undElr the te:r;mB of this )Jast Will and TeBtament. In the.
event he shall be unabl~ or unwilling to Berve in Buoh capacity,
then I appoint FARMERS TRUST COMPANY, Carlisle, Pennsylvania, to
aof in slloh oapaoi ty.
'cWIr
A,C,W.
paqe 3 of 6 PlIges
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5.
I Qirect that neither my perBonal representative nor my
Tr~steeshall be requireQ to file a bond to secure the faithful
performance of their duties in ~ny juriBdiction,
6.
Iauthori~e and empower my personal representative and
Trustee, J.n their Bole and abBolute diBcretion, to purchase or
otherwise acquire anel retain any J.nvestmante of which I die eehed
pr any real or personal property of any naturel to sell, lease,
pledge, mortgage, tranSfer, exchange, dillpose of or grant; options
in regard to any or all property of any kind forming ,a part of my
el5tate for suoh te,rm,s and suoh prices as they may deemadviBable"
to ,borrow money for any purposes oonneoted with the prdteotionand
Preservation "of my ,estate, to mortgage or pledge any real or
personal property forming a part of my estate or to join in or
seQure the partition of same, to compromise any claims or demands
of myeBtate againBtotherB or of otherB againBtmy estate, to make
distribution in kind and tocaUBe any share to be composed ,of caBh,
property or undivided fractional shares in property different in
kind from any other share, and to execute arid deliver such
instruments aB may be necessary to carry OUt any of these powers.
"
IN WITNESS WHEREOF I have hereunto set, my hand and seal this
Ii#-' day ,of
tOe,i7J6 e.'- I 1991.
th~, / :JV:,~,: d__ !i
Arthur c. Wise '
, (SEAL)
A.C,~I.
Page '4 Of 6 Pages
1'.I1'II.IIlIU,^l'A~II"II\IIlIT A T11l1\l00'l11l8
"i
ESTATB OF ARTHUR C, WISE, OECUASED
NO, 21.97-0875
E
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D1SCLi\IMBR
On the death of ARTHUR C, WISE on October 17, 1997, MARY p, WISE, hi$ surviving
spouse, was entitled to receive the one.halnnterest of the said ARTHUR C, WISB in certain
property which was owned by ARTHUR C, WISE and MARY p, WISE as joint telllln\s. On b"hlllf
of the said MARY p, WISE, who dlcd October 23,1997,1, ROBERT E,PRESTON, Executor of
the Estll\e of Mil!)' p, Wise, hereby disclaim the following:
pnlcofDenlh VI\I\le
I, Fifty percent (50%) of 3544 American Depository Shares,
of ALLIED IRISH BANK,~, p,l.c; @52,53125 ($186,170,75]
2, Fifty percent (50%) of200 shllres, cllpltal stock; PEPSICO
@ 37.40625 [7.481.25]
3, Flftypercol1t (50%) of20 sharos TRICON GLOBAL
RESTAURANTS, INC,.@30,84375(616,88]
4, Fifty percent (50%) of4516.41B shares pUTNAM INCOME
FUND CL-A, Ace\. No, A04-1-192-30-0456-BBB-S @ 7.10 (32,066.57]
41\, Fifty percent (50%) of accl'ued dividend to No, 4 above [111.4 I]
5. Fifty percent .(50%) of 1600 shares, common, ATLANTIC
.RIQHFIELD COMPANY @ 79.9375 [127,900,00]
6, Fifty percent (50%) of 5400 shares, common, H, J, HEINZ CaMP ANY
@ 48,71875 [263,081,25]
7. Fifty percel1t(50%) of200 shares, commol1, ATLANTIC ENERGY
@ 18,0625 [3,612.50]
8, Fifty percent (50%) Intere.st in Financial Trust Compal\Y Certificate of
Deposlt, Acct, No, 6400104479
Total Amount Disclaimed
93,085.38
3,740,63
308.44
16,033.28
5Sm
63,950.00
131,540.63
1,806,25
50,048.43
360,568.75
'"J [' I' oj h:
(j(n Jeil} (I' ./k_'JI~~""J'V
Robert E, Preston, Executor of Est lite of
MlIry P; Wise
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BSTATB OF ARTHUR C, WISIl
CUMBERLANI) COUNTY FILE NO. 21.97-0875
RELEAS~
KNOW ALL MEN BY THESE PRESENTS that FINANCIAL TRUST SERVICES
COMPANY, Trustee, the residuary legatee under the Last Wlllllnd Testamont of ARTHUR C,
WISE, Inte of North Middleton Township, Cumberland County, Pennsylvnnln, dooensed, does
horeby ucknowledge reoelpt of and I\'om ROBERT E, PRESTON,Ilxeculor under the Lnst Wlllnnd
Testament of the said ARTHUR C. WISE, of a total distribution of Two Hundred Ninety-foul'
Thousand Foul' Hundrcd Seventy and 69/100 Oollurs ($294.470,69) liS set forth In the First and Einlll
Accountund Statcment of Proposcd DistrlbtitlQn conflnned by the Court at tho abovc numher nnd
the ~upplcmcntal Statemcnt of Accollnt Outed Jnnuat:Y 8. 199?, a copy of which Is n\lnched hercto,
,In Ml satisfaction and payment of the roslduary legacy under lhe termS of said Last Wlllund
Testament, ' ,
"
AND, THEREFORE, the said FINANCIAL TRUST SIlIWICES COMPANY uS.Trusteo
does by these presents remise, release, quit-claim. and forevor discharge the said ROBERT E,
PRESTON, Executor aforesaid, his heirs, exeeutors mId admlnlslrntors, of and I\'omthe aforesaid
legacy, nnd of and I\'om nil nctlons, suits, payments, accounts, rockonlngs, claims nnd demands
whatever, I\'omthe beginning of the world to the day of the dato of these prosents,
., AND, THEREFORE,the said FINANCIAL TRUST SERVICES COMPANY as Trustee
agrees to refund to ROBER1' E, PRESTON, Executor aforesaid, any portion of the dlatrlbution to
which It Is not properly entitled, and to the Ilxtent of said dlstrlblltlon, to IndemnllY said EX,ecutor
for clahns made against him as Executor, and to rellnburse to said Executor all expenses and cosls
Incurred In connection with any such claims,
AND the said FINANCIAL TRUST SERVICES COMPANY as Trustee hereby consents and
agrees that tho Orphans' Court of Cumberland County may discharge the said Executor upon
application, without further notlee to It.
IN WITNESS WHEREOF, FINANCIAL TRUST SERVICES COMPANY has hereunto
executed thlslnstl'Umenllhls iI/f. dRY of :JAlJuA(I.'f ,1999,
AlIest:
FINANCIAL TRUST SERVICES COMPANY,
Tnlstee under Will of At1hllrC. Wise, deceased,
BYI~&/7
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l~~:.~~~ \~;I~),;T
fIl'IUII\IlATArrl.ll\IIIt~tIll\1OO'ItAU IUl5
ESTATE OF ARTHUR C. WISB
FILB NO. 21.97-875
RBSIOl"ATION OF TRUSTE~
THB UNDBRSIGNED, having been appointed Trustee under ltcm 4 of the LlI8t WII1 and
Teltamoot of Arthur C. Wise, dated the 18th day of October, 1991, spld WlII hpvlng been probated
on November 6, 1997, by the Register ofWlIIs of Cumberllllld County, Pennsylvllllla., hereby resigns
118 said Trustoo In favor of Flnllllclal Trust Services CompllllY (fonnerly Flll11\crs Trost ComplIllY),
CIlII\~le, Pennsylvania. !2 sf
. In wHnes,s whereof, I hereunto set my hlllld lIlld seal this .;;;11, day of July, 1998.
Witness:
L1/1~\L_~'7""/h ~lA-'
(~ (l "'D'I..i.i,::u."
Robert E.' PresIon
COMMONWEALTH OF PENN8YLV ANIA
)
: S8.
COUN'l'Y OF CUMBERLAND )
On this, the 31.sr day of July, 1998, befo~e me, the undersigned officer, personally
appolU'8d Robert B, Preston, known to me 10 be the person whose name Is subscribed III tho within
Instrument, lIlld acknowled\led that he executed the same for the purposes therein contained,
IN W1TNBSSWHBRBO~, I hereunto set my hand and no(!lrial &ep\,
~~:..u-$'nt:tj A-l
Notary Public \,
C7\ '1.: !;I; ,
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Notarial Seal
oOlllne L, My.,I, Notary Publlo
Oarll. e Boro, Oumberla"ij Oounty
My Commies/on explrea May 27, 1 d09
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):.Af!!' "~LL NfQ !!'1II~~~'lif
I, ARTHUR .C. WXSB, of KLdd1e..x Town.hLp, Cwmber1.nd County,
"enn.ylvanta, beLn; of .ounet .nd dL.polin; lllind .nd memory, do
her.by m.1c.,pupUeh .nd declare thL. to be my I1..t WUl .nd'
.. -.- ,. - ;
'.l'e.t....n~, he;r:eby r.vokJ.n;'.ny end .11 tormer HUla or CodJ.oUe by'
me ..ad..
1.
X dLr.c~ th.t all my ju.t d~bt., tun.ral expeQs'"
t;,.tu.nt:ary .xpen....ncl all J.nh.dt.noe t.x.. (wh.th.r'.udh t.x.s
~y bttpeyable by my,lt.t. or by any reaLptent of an)' P*"pell1:y)
shal.l tilt pdd from my redduaty e.t.~. .. .oon .. praotioable after
lilY ,d.c.... and a. par~ of the admLni.tr.tion of my elta~e. ICy
'axecutor sh.ll have no duty oroblLg.tJ.on to obt.in r'~ur'em'nt
for any luch t~x 10 paid, even though on prooeeds of 1nauranae or
other p~pe~y not pa"Lng under thil Wt11.
2.
Xl 'my wUe, MARY P. WIsS, .hall .UrviVI, 1lI1, then %,. give,
cl.vil, ,and bfqu..th all of IllY eiltate, both red and perlonal
pro~rty, unto my .dd wite, ab.olut.ly. Xn the .Y'ttn~ lliy .a.id wU.
shall pred.c.... or,t.il to lurvive me for a period ott;hirty (30)
cla),'1 dt..1:' myele.th, then r, give, Clevhe ..nd bequeath .1.1 o,f my
..tate, bot;h,real and perlonal property, .in the tollowinlJ manne"...
(a) X giveunt:o each af the followinv individu.ls the .~ ot
, I'tVl THOUSAND DOLLARS ($5,000.00) I ROBIR!!' B. PRBSTON,' HAR.,.Y P.
Page.. 1 of 6 Page'
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I dita~t. t.hat. neit.her my par.onal r,pl.'..ent.at.J.v. nor my
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Tru.t.. .hdl b. required t.o fUe a bond t.o .Icure the faLthtul
performance of t.heir dutie. in anY jurisdiction.
S.
I aut.hori.. and empoWer my par.onal rapr..entativa Ind
Trult.., in .th.ir .011 and IIbeolute dhcr.ticn, to purch..a or
ot.h.rwi.e acquira and rat.aLn any Lnve.talent. of whioh I die .ei.ed
or .nr real or personal property of any .nati\r.,to .eU, la..a,
pledge, mortgag., tran.ter, .a~oh.nga, di.po.e ot or ~rantoption.
in ragard tCjl any or aU prope~y of any kind form.ing a part of my
..tata for euoh t.rm. and.uch prio.s a. t.hey May deem advisable,
tbborrow money for any purpose. connect.ed wit.h t.he protect.Lon and,
pre..wat.ion Of my ..t.ate, to mortgage or pledge any real. or
perianal prope"y forming a part of my. e.t.at.e or to join in or
.aaura'the PArtition of .ama, to comp~omi'e any alaim. or demand'
of 11'/ ..tat. aqain.t othel;" or of other~a9dn.t my e.t.ate, to lIl&~e
d.....tributionin kind and to cau.e. l!Iny .hare to be compqsed of aa'h,
property or undivided traat.Lonal .hare. in property difterent. in,.
kind itom any other .hare, and to .x.oute and deliver, .uah
.Ln.tt'Ulllent. .. may be nee...ary to carry ou.t any ot th~" power..
IN WIWNISS ,WHIRBOr I havI hereunto ..t my hand and .eal thi.
I''''' day of t!JdP6er--, 1991.
~l.~:.- - (SW,)
A.C.W.
Page 4 ot Spage.
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2, Stocks and Bonds (Schedule B)
3, Olossly HeldOorporallon, Pertnershlp or Sole.Proprletorshlp
4, Mortgages & Noles Receivable (sohedule D)
5. Oash, Benk Deposlte & Miscellaneous Personal Property
(Schadule E)
5, Jolnlly Owned Property (SchedUle F)
7, Inler.vlvos Trsnsfers & MlsC\lllsneous Non.Probate Property
(SchedUls G or L) ,
5. Tolal OrolS ASlSla (tolal Llnae 1-7)
.9. Funersl Expenssa & Admlnlstrellve Oosta (SchsdUle H) ((190))E. . . """38,79326':-,8042
10. Debls of Decedent, Mortga9s Llabllllle$, & Llans (Scheduls I)
11, Tolal Deducllons (totel Lines 91l< 10) -' , - (11) ""-."""38,8'2'8.861
J
12. Nsl Value oUelala (Llna 5 minus Line 11) (1,2) 346,239.29!
,
13, Oharltable and Governmontal Bequests/Sac 9113 Trusls for which en olocllon 10 tox has not (13) ;
boen made (Schedule J) I
14. Nal Value SubJeot 10 Tsx (Line 12 minus Line 13) (14) 346,239,291
I 15. ~~~Pn~\~cilro~~~~er:v~~s:t~~~ ,g~~:~~~~~;~~e -,-~--..,.~ x roO') (16) "1,
'\ 15. Amount of line 14 taxable st 5'10 rate x .05 (15)
17,Amount of line 14 taxsbleat 15'1orale 346,239.29 x ,15 (17) 51,935,891
~ I 15.TexPua (15) 5\,935.89i
i 19. 0 Oheck hsre If y.ou ora requeallng a refund of your overpayment, " '. ' ,:
o~~,~~~'~'~~~~~b(hl, ~~rh~~~,;:,r:~~I~~I~~:~\~I~~nil~'c::\.:7,1~~:r.~~r~~I:~'~~~~~'t9!.~!'r:~]UL~{-~rb~V,
aill!r6~lt'~~~~N'~~&\&~~~ciKpILINonETunN A~~;E~:rth Mlddlcsok Rond, Cnrllsle,l'A 17013 ,V ~frt/,t"l
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REV-1500
INHERITANCE .TAX RETURN
RESIDENT DECEDENT
F
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(Jrcl'l<ll^l HilI; OHtY ,-_..~--
1',1 0, DeC<ldenl Died Te.lole (AIleclltOPy
QIWlIII
I I 0, Llilgollon PrOCllod. Rocelved
lhlalt\l,lrll mull b, /it,d in dlijlll~18 wilh Iho
RBGI8TeR OF WILL8
3. ~om8lndor Roturn '{lOf dll.. 01 dlalh ptlOl'tQ 12.13.8ilJ
O. Foderel ~.Iolo To' Rolurn Roqulrod
8. Tol.1 Numbor of So" Dopa.1I ali'"
IISlopllon 10 I" undor 8'0, 0113(AII~'leCh Seh 01
I Stcphen L. Bloom, Ilsq\\lro
FlAM NAME '(If .p~".bl'l
I MARTSON, plJARPORflfl, WILLIAMS & OTTO
ITHL8PHONUN'JMOHA
I (717) 243.3341
! 1, Real aelBte (Schsdule A)
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TcnllnHllllgh Street
Cnrllelo,l'A 17013
--.
oI'FICJlAI, WiI! tHUS
(1)
(2)
(3)
(4)
(5)
(5)
(7)
330,003,75
55,064,40
(8) r',~~N-~~:'~;$lfr5:o~~i~5'~
-
alONA1ulltt OF PEn80HAS8rON8Il~~~0 RllnJRH
, (~'J~
u 0 RUP oiittnTllliRDIIU88NTATl'il!
AbOR8ee
Ten Buet High Stroet, Curllslo,l'A 17013
AdonU8e"
OATE
6/~1/9<g
~ t:1f
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0 ;~ C"\ ;
,
ti1 'l.. "0
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Deoedent'. Oomplete Addre..,
126 Nurth MlddloHox I~ulld
CITV
H'I'A'I'H I'A
7.11' 17013
CIII'IIHlo
Tell Pevm.nt. end Oredlt"
1, Tex Due (Page 1 ~Ine 18)
2. Oredlt8/Paymontl
A. Spo~8alPovorty Oredlt
B. Prior Peyment8
O. Dleoaunt
(1)
51.935.89
1;900,00
100,00
Total Oradlte (A + B + 0)
(2)
2,000,00
3, IntareeVPanalty If applloabla
D., Intare8t
E, Penalty
A. Bntar the Intereel on the tax due.
B, Enter the total of ~lne8 + eA. Thla 181he BALANOE DUB,
Make Oheck Payable 10: RBO/STBR OF WILLS, AOeNT
(3)
(4)
(5)
(5A)
(5B)
49,935,89
TotallntereeVPenalty (0 + B)
4. IIl1nl 218 greater than IIna 1 + IIl1e 3, enter the difference, Thl818 the OVBRPAVMBNT,
Oheck ~ox on Paga 11.Ina 19 toraqu,.t a refund
6. If line 1 + line 31H greatar than line 2, enter the dlfferenoe, Thlela the TAX DUE,
49.938,89
PLBAS8 ANSWIlR THB FOLLOWING QUBSTIONS
BV PLAOING AN "X" IN THI! APPROPRIATI! BLooK8
1, Old daoadant meke a trallefer and! Vae No
a, retain the Ule or Income of the property trBneferredl..,,,,,,,,,,,,,,"""''''''''''''''''''''''''''''''''''''''""""!!,...,,, ("j [Xl
b, rataln Iho right 10 de819nete who ahell U8e the property Iren8ferrod or 1t8Income,,,i,,.,,,,,.,,,,,,.,,,,,,,,,,.,, I I t>1
. . . ,
0, retdln.. revoralonary..lnteroati or""".""""",,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,"'"''''''''''''''''...."""",,,,,,.....,,,,,,,,,, I I ty~
d, receive the promise for life ohlther paymont., benefits or oare?.."""",,,,,,,,,,,,,,,,,,,,,,,,,,.,..,,,,,,,,,,,,.,,,,, ! I (>~
2. If death oonurred on or bafore December 12, 1952, did decedont within two yeare pracedlng deeth Iranefer
property without racelvlng edequala oan8lderatlon? If death ocourred efter December 12, 1952, did
decedent tranafer property within ono yeer of death without receiving adequete conaldaretlon?""""""""." Ii, t~~
3, Old decedent own an 'In truet for' or payabla upon death benk aooount or 8ecurlty at his or har dealh?"""
i
4, Old deoodent own an Individual retirement ecoaunt, annuity, or olher non.probote proporty?"""."""".,,,,,.,, I I
IF THI! ANsWeR TO ANY OF THB A80ve QUeSTIONS 18 YB', '
yOU MUST OOMPLBTI! SOHeDULB Q AND FILe IT ASPARTOP THI! RI!TURN.
[>1
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72 p,a, t9115 (e) (1,1) (I) provided 10rlJ1a raduotlon of tho lex rata II11Poaed on the nel value of traneflr8 to or for the U8a 6lthe 8urvlvlng 8pou8a from
8% to 3% for d~te8 on or after July 1, 1994 and before Jenuary 1,1995. '
72 P,S. t9118(a) (1.1) (II) provided for tha reduction of tho rate Imp08ed on tha nat value of tran8fare to or for the U8a of tho 8urvlvlng spou8e from ~%
to O%for datel on or after January 1, 1996. Tha etotutedoe8 not8Xempt a tran8fer to e surviving apouu frol11 taK, and th08tetutory requlrement8 for
dleelo.8~re of enet. and n!lng a tax return are ellllappllcablo evan If the aurvlvlng epou8e Ie the only benenolary, ,
fOR PATHB Of DHATH ON OR APTHR JANUAl\Y 1,1990' Ploaee anawer the fotlowlng queetlon by plaolng on 'x'ln tha opproprtate 8pace.
Dldtha daoadent oraala a true' or almllar arranglmanlwhloh luolaly for Iha aUl'Ylvlng apouaa'a,beneltt for hla or her entlra
lIfatlma? II VII IJ No
II you anewered yea to tha above qu08t1on,'the lax on the Iruet or 81mllar arrangemonl.18 poetponad until the death of the 88cond 8POU8e, at which
time II will ba fully taxabla al tha reta(8) appllcabla to the remelndor benanclory(le8), Entar tha value of the Iruet on Sohedule J, Part II, In order to
remove It from tha calculallon of tha tax due In thlB e8tale. Vou may wleh to (,Ia Schedule 0 In order to make the election available under eeotlon
9113, If the eleollon 18 made,tha.lrust or similar errangement 18 taxed In Ihe oatata of tha nrel decedent apou88, the portion of the trust or81mllar
arrangement which baneme the 8urvlvlng SPOUea ,18 taxed at the ~ero lax rete, and the remalndar IS toxed at the ralo(8) appllceble to the ramalnder
benanclery(las), If you choaeto make the eloollon, you mU8t ellach 8chedule 0 to a IImely.n1ed taK raturn, along with 8ohadule(8) K and/or M In order
to ahow tha apportionment of the Iruot or elmllar arrangement botweln the aurvlvlng apou8e and the remainder benenclary(le8).
COMMoN~NNeVLV^NIA \
INHPRITANOa TAX R~IURN
RPolDUNT OS~SDSNr , I
aatATe OjiW'Il~,-A~TI;~R C.
...;~E'\ '."",;:.~:";:~:":::~:;N::~:::::::~'"
, I Mary 1', Wise dlQ not survive decedent by 30 Qays
2 Robllit n. pillslell
122 North Middlesex ROad
Carllsle.I'A 17013
, 3 _ HilrveyP ,-SlindIlY .
9 Cumberland Iletates Orlvo
MechonlesburQ,IIA 17055
.'" 'cilerYIPrllBtollAtlen
252 pullen Slatlon Road
Qunkertowll,l'A 18951
5 I'ilslll\lill>rllatoll Sl\eit
176 South CholT}' Lane
Olllsburll. pA 17019
,.... -if-Oillgcry-VrllaTon
126 Old Bethlehem Rosd
I'erkaslo, l'A 18944
\
\ ,'.-
IFILl! NUMBBR
21 .97.00875
RELATIONSHIP TO AMOUNT OR SHARe
DI!OEDI!NT A e
P<! Nol PIt IN"..I') OF eST T
. Sohedule J
Beneficiaries
8p'0llse
Nophew
0% oetatoroeldue
5,000.00
Nephew
5,000.00
. NloCD
5,000,00
Niece
5,000.00
Nephew
. 5,000,00
.U;-
_. ~narc~,~,I~!,~~~~~\~!~r.dl!trl~Utle~~.8hewn above on 1I~~816 lhrough 17, ao approprlata, on Rev 1600 DOver 8haa
NON.TAXABLe DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SEOl'lON 9113 FOR WHIOH AN ELeCTION TO TAXIB NOT BEING
MADe '
one
\B.,OHA,, RITABLE AND GOveRNMENTAL DISTRIBUTiONS
None. '
,
I
\
Sohedule J TOTAL
..
" .
, '
"
~S~ W~LL ~~ ~BS~AKBN~
I, ARTHUR C. WISE, of Middle.ex Townahip, Cumberland County,
Pennaylvania, being of .ound and dlapodl'\ll mind and memory, do
her'!lbf make, publiah and declare thie to be my Lilt Will and
Te.tament, hereby revoking any and all former Wille or codioil. by
me made.
1.
I direot that all my just debt., funeral expen..a,
teatamentary expensea and all inheritance taxe" (whether auch taxe.
may be payable by my ..tate or by any reoipient of any property)
ahall be paid from my re8iduary eatate as soon AI pract;ioable atter
my deoea.e and as part of the adminiatration of my eatate. My
Executor .hall have no duty or obUllation to obtain reimbursement
for any aueh 'tax Ip paid, even though on proceedl of inauranee or
oth.r property not paaaing under this Will.
2.
If my wife, MARY P. WISB, ~hllll aurviv. me, then I give,
devi.e and bequeath all of my estat~, both real and pereonal
propet'ty, unto my ..id wife,. absolutely. In the eVent my aaid wife
'hall predecease ot' fail to aurvive me for a period of thirty (30)
days after my death, then t giv., devis. and bequeath all of my
estate, both t'eal and peraonal property; in the following manner I
(a) I qive untoaaoh of the following individuals the aurn of
PIVI 'l'HOUSANDDOLLARS, ($5,000.00) I ROBBRT Ill. PRBSTON, HARVEY P.
autr
A.C.W.
paqe 1 of 6 Pag~1
\,
I.
..
"
" .
. '
SUNDAY, CHIRYL PRlIISTON ALLIllN, PRISCILLA PRIi1EITON SNBlLL' ORIGORY
PRIISTON and JANICB PRBSTON AtoLOWAY. In the event llny of uid
lcIqAt... .haJ,.l hll to ,ul:vive me, then hie o~ her ahare .hall
de.~end to his or her issue, par stirpea.
(b) All the re.t,r1uidue And remu1nder of my estate, I give,
devile and bequaath unto my tru,,1;ee, in trust, for my brother,
HQWARD L. WISR, on the te~. and oonditions .et forth herein. My
Twste., .hall hold, inv_lIt and re.1nvelt the same, coUeot tha
income arhing thel:ef;rom, and after paying all expen.es incident to
thel'l\anaq8lJ\en1: of the tru8t, to use and apply as muoh of tha inoome
and pJ;'inoipal .amay be neoonary in the aole dilloretion of my,
t,1'\1.tea for the support and well-be1oq of my .dd brother. I
,
.paoifioally pl:ovide and direct that the income and'pdncipal shall
be fOI: the sole use and benefit of the laid HOWARD L. WISBl and for
no other per.on, my trUs~ee to have sole disoretion in this matter
and to takeintoaonaideration all otherirlcome which the sdd
1I0WARD L. WISE may have from other louro.. in exeraisinq thh
dieoretion.
(a) Upon the ,death of theldd HOWARD L. WISE, I give, devise
and bequeath all the undietdbuted inoomeand prinoipal of' lAid
trust unto ROBmRT B. PRRS~N, .b801utely. In the event the said
ROBBRT I. PalllSTON 'hall not survive HOWARD L. WISB, then I qiv.~
d.vi~. and bequeath theume unto the 1uue of ROBBRT B,PRBSTON,
per at.1rp.s, ablolutely.
~
A.C.W. '
Paqa 2 of 6'l?ag.1
0,
"
, ,
,
"
5.
, IeUr.ct that neJ.ther my perIanal repr..entative nor my
'1'rulte. ahall be required to file a bond to aecure the faithful
performance of their dutiell in any jurisdiction.
6.
I ~uthorile and empoweJ;' my peraonal repreaentativEt ,and
'rrustee, in their aole Iilnd absolute discretion, to purchase or
otherwise acquite and retain any investments of which I ,die .etsed
or any real or perIanal Jilroperty ,?f any nature, to seU, lease,
pledge, mortgage, tranafer, exchange, dispose of Or grant optiona
in regard, to any or all property of any kind forming a part,ofimy
e.tate f~r such te~' an4 auch prices as they may deem advisable,
to borrow moner for any purposes connected with the protection and
preservation of my estate, to 1II0rtgageor pledge any real or
"
perlonal property forming a part of my ell tate or to join in or
'~cure the partition of .ame, to compromise any claims or demandS
of my ,estateagains't others or of others against my estate, to make
dhtdbution in kind a,nd to cause any share to be cOIJIPoaed of ClAlh,
!,
property or undivided fractional Ihares in property different in'.
lcindfrom any other share, and, to execute and deliver suoh
.t.natrument8 AI may be necessary to carry,out any of thele powera.
IN WITNESS WKBREor I have hereunto set my hand and seal thia
11#1 dlY" of ' d?e;h" er- ,1 U 1.
~~:...-
Artur C. se
(SEAL)
A.C.W.
Page 4 of 6 Pages
HAKI OHIOK PAYA'~I AND RIHIT PAVHINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 170i3
CUT A~ONG THla ~INI .. RITAIN LOWIR PORTION paR YOUR RIOORDa ~
'iW:liW.i'l(.A~1l'.r&':".n1&Yf6l"rci".'mAlliftAllcl'I.YAl!.A'lSlftA.fUMiilf:.,m:6QAWi~'l)lf..._..."'."'-.-
DlaALLoWANCI OP DIDUOTIONa ANb ASalasHINT oP TA~-
ISTATI OP ,WISIl ARTHUR 0 PILI NO. 21 97-00711 AON 101 DATI 00-:51'1998
TAll RETURN WAB j I X) 'ACCBPTeD AS FILBD () CHANGBD
RI81RVATXON OQNOIRNXNG PUTURIINTIRIST. all RIYIRel
APPRAISID VA~UI O~ RBTURN IASID ONI ORIGINAL RETURN
1, Reel Betete (Bohedule A)
2, Stooke end Bond. ISDhedela B)
8. Cloael~ Held BtDnk/Pertnarahip Int.re.t ISohedule Cl
q. Hortgegaa/Note. ReDeivehle ISohedule D)
1',Ca.h/Bank DapoaU./NieD, par.onol Propert~' (BDhedub B)
6, Jointl~ D"ned PrDpart~ ISDhedule f)
7. Tren.f.ra (IQhodule 0)
S, Totel Aeaet.
. APPROVID DIDUOnON8 AND IXIHPTZONal
9. FllI1erttl BMpen.n/AdM, Co.h/Nho, ,B"pa"a.. "ohedule H) (9) 30,792,04
10, Ilebh/Nortgege LiebiUtiea/Uen. l&Dhedule I) (10) 36.02
11. Totel DedUDU~"a (11) ~1l.Rl!A. A6
12. Het Value of TeM Return U2I 346 , 239,29
18, Cheritabla/GDvarn.entel Sequeete) NDn-eleoted 9118 Tru.te ISDhedul. J) (181 ,DO
lQ. Net V~l\lO of htate Sub~eDt to TeM Uq) 346 , 259 . 29
NOTlI If In ...,'..BlInt W" tllu.d pr.Viou.ly, Une. 14, 18 .nd/or 16,17 G1nd 18 will
refl.otfigur.. th.t inolud. the'tot'l of ~ r.~urn. ......ed to dat..
AaslsSHINT OP TAXI
II, AMo""t of Line lq et SpDuael rate 1111
16, A.ount of Line lq teMebl, .t Lineel/Ol.a. Areta (16)
17. A.olll1t of Line lq teMeble et Colleterel/Cl'~a B rete (17)
18, Prinoipal Te~ Dua
TAX CRIDZTSI
PAVNINT
DATe
/5 ,) ( I-:~
BUBBAU OF INDIYlDUAL TAMIB
IHlII!RITAHC:E TAK PIVlalOtl
P1!PT, n060 I
HARRIBBURO, PA 17118-0601
COHHONWIA~TH OP PINNSY~VANIA
DIPARTHINT OP RIVINUI
NOTIce 0/ INHeRITANcE TAM
APPRAIBBNeNT, ALLOWANCE OR DISALLOWANce
0/ DEDUOTIONB AND ASSEBSNENT 0/ TAM
STEPHEN.j, BLOOH ESQ
TEN EAST HIGH ST
CARLISLE PA 17013
DATI
UTATI OP
DATI OP DIATH
PILI NUHIIR
OOUNTY
AON
00-51-1990
WISIl
10'17-1997
21 97'0818
CUHBERLAND
101
A.DllI1t Re.Hted
(1)
(2)
Ill)
(q)
II)
(6)
(7)
.00 ,
5301005.76
.00
.00
5S J 064 ,-AD
.00
.00
181
,00 W,OO.
,00 M ,06.
546 ,259 . 29 x .16.
Ua)
RECIIPT
HUHBER
IlI8COUNT 1+)
INTIRI8T/PEN PAID (0)
o ,
,00
49:955:89
At1O\JNT PAIP
06-24.1998
AA296564
TOTAL TAX CRIDlT
8A~ANCI O~ TAX DU.
INTIRI8T A D PIN.
TOTAL DUI
(I
..
m.u4tu."n","
ARTHUR
c
,
NOTBI To ineure proper
oradit to ~our eooount,
eub.it tha upper pert ion
of thi. for. with ~our
taM pey.ent.
5011,060,15
,00
,00
U,9!6.09
61, 935 ,09
Sl,935,09
,00
.00
,00
w If PAID AfTER DATE 'INDICATeD, SEEREYSRSE
fOR OALCULATION OF ADDITIONAL INTEREsT.
I If TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIReD.
II TOTAL DUE IS ReFLeCTED AS A "CREDIT" ICRl, yoU NAV BE DUE
A REfUND, SEE REYERSe SIDE Of THIS fORN fOR INSTRUCTIONS.l