HomeMy WebLinkAbout97-00880
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"
(~) X give unto e~ch of the fcllowing individu~ls the sum of
FIVE THOUSAND DOLLARS ($5,000.00)1 ROBERT E. PRESTQN, HARVEY P.
SUNDAY, CHERYL PRESTON ALLIllN, PRISCILLA PRESTON SNELl" GREGORY
PRIllSTON ~nd JANICE PRESTON ALLOWAY, In the event any nf said
leq~t8es sh~ll f~il to survive me, then his or her sh~re sh~ll
dascend to his or her issue, per stirpes.
(b) All the rest, residue ~nd rem~inder of my estate, I give,
devise ~nd beque~th unto my trustee, in trust, fOr. mybrother-in-
law, HOWARD L. WISE, on the terms ~nd conditions set forth herein.
My Trustee shall hold, invest and reinvest the same, collect the
income arisJ.ng therefrom, and after paying all expenses incident to
the m~n~gement of the trust, to use and
~nd principal ~s may be necessary in
apply as much of the income
I' ,
the sole discretion of my
trustee for the support and well-being of my said brother-in-law.
I specifically provide and direct that the income and principal
sh~ll be for ~he sole use and benefit of the said HOWARD L. WISE
and for no other person, my trustee to have sole discretion in this
m~tter and to take into consideration 1111 other income which the
l!l~id HOWARD L.. WISE m~y have from other sources in exercising this
'disoretion.
(c) Upon the.death of the said HOWARD L. WISE, I give, devise
and bequeath all the undistributed income and principal of said
trust unto ROBERT E. PRESTON, absolutely. In the event the said
ROBERT E. PRESTON shall not survive HOWARD ~, WISE, then I give,
~
M.P.W.
p~ge 2 of 6 Pages
'.
5.
I direot' that neither my personal representative nor my
Trustee shall b~ required to file a bond to seoure the faithful
performanoe of tl)eir duUes in any ~\lrisdiotion.
6,
I authorhe and empower my personal represent./1t1Ye, and
Truste,e I in their Dole and absolute disoretion, to purohase or
otherwise aoquire and retain any investments of whioh I die seized
or any real or personal property of any nature, to sell, lease,
pledgel mortgage, transfer, exohange, dispose of or grant options
in regard to" any or all property of any kind forming a part of my
estate for Buch terl1\sand ,suoh pr.$,oes as they may ,deem advisablel
to borrow ,money for any purposes connected with the protection and
, "
preservation of my estate I to j1\ortgage or p.l!1ldge any real or
personal property forming a part of my estate 01:, ,to join .in or
secure the, parUtion of sarna, to compromise any claims ot" demands
of my estate against others or of others against my estate, to make
distribution in kind and to cause any share to be composed of cash,
. property or undiyided fratJtional sharae in property different 1(1
kind from any other share ,and to execute and deli yer such
instruments as may be neoe,ssary ,to carry out any of, these powers.
IN WITNESS
l'il #t day of
WHEREOF I have hereunto set my hand and seal this
({)ChtJ(.r , 19,91.
Mlly-f!tltt?t~
(SEAL)
Page 4 of 6 Pages
~~., WJLL AND 'l'I!lB'l'AMBN'l'
I, MARY P . WISE , of Middle.ex 'l'oWll.hip, C\ln\QIJi'ltsnd county,
Penn.ylvania, bein; of ,o\lnd and dhpc.in\l mind andmemory,do
heJ:eby make, publUh And declare thh to be my Last WUl and
.,_.tament, hereby revokin\l any and all former will. or Codicil. by
me made.
1.
I dlrect that all. my ju.t debts, funeral e,xpen.e.,
t..tamentaryexpenlfell and all inheritancetaX8. (whether lIuch taxes
may,be payable by my elState or by any recipient of any property)
IIhall b,epaid from ,mY residuary estlSte III 800n IIIpractlcable after
my declIIIISe and lIS part of the administratJ.on of my estate. My
Bxecutor shall have no duty o~ obligation to ~btain reimbUrsement
for any .u~h tax '0 paid, even thouqh on proceeds of inaurlnee or
other property not pllSl!ling under thh will.
2.
If my husband, ARTHUR c. WISI!l, shall survive me, then I \live,
devile and bequeath all of my estate, both real and personal
property,unto my said husband, absolutely. Inthlil eV,ent my add
husband ahaa predeceue or fail to survlve me for a period ,of
thirtY (30) days after my death, then I give, devise and bequeath
. '
all of my eatlte, both real and personal property, in the following
manneJ:'1
CSC!)[!D\7
~~)</
M.P.W.
page 1 of 6 Pages
(a) X give unto each of the fo~lowin9 individuA~. the sum of
'IV! THOUS~D DOLlW\S ($S, 000 . 00 ) I ROBBRT B. PRBSTON, HARVEY P.
SUNDAY, OHERYl! PRlSTON t.t.LEN, PRISCILLA PRESTON SNBLL, GREGORY
PRISTON And JANIe! PRESTON ALLOWAY. In the event illny of. sold
legatee. .hall fail to .urvive me, then hi. o~ he~ .hare .hall
desoend to hi. or her i..ue, per stirpe..
(b) All the rut, re.ldue and nma1nder of my estate, I give,
devi.e ,and bequeath unto my trustee, in tru.t, for my brother-in-
law, HOWARD L. WISB, on the terms and conditions set forth herein.
My Tru.tee shall hold, invest and reinvsst the same, collect the.
income arhing therefrom, and after paying all expenses inl;lidentto
the management of the trust, to use and apply u much of the income
and principal as may be nece!lUry in the sole discretion of my
trustee for ihe s\lpport and well-'being of my said broth.r":in-law.
I sE>edifically provide and direct that the income and, E>rincipal
shall be for the sole UB8 and benefit of the Baid HOWARD L. WISB
illnd for no other perBon, my trUlltee to have Bole discretion in this
matter and to take into cons~deration all other 1ncome which the
"
lIaid HOWARP L. WIsBmay have from other Bources inexeroising this
discretion.
(c,) Upon the death of the said HOWARDL. WISE, I give, devhe
and bequeath all the ul\dist~ibuted inoome and prinoipal o~ sdd
t~ust unto ROBERT E. PRESTON, absolutely. In the event the said
ROBERT E. PRESTON shall not survive HOWARO L. WISE, then I give,
h<rl!~
H.P.W.
Page 2 of 6 Pages
5.
I d!rect that neither my ,personal representative 1:10r my
Trustee shall be requ.t.red to fU. a bOnd to secl.\re the faLthful
performance of their duties in any jurisdiction. ,
6.
I authori.e and empower my personal repre.entative and
Trustee, in their .ole and absolute dllcret~on, to pl.\rchue or
otherwise acquire and retain any investments of which X die seiled
or any real ,or personal property of any nature, to sell, lease,
pledge, mortgage, transfer, exchange, dispo.. of ~r grant options
in regard to any or all property of any kind forming a part of my
.state for such terms and such prices AS they may deem advisable'
to borrow money for any purposes connected with the protection and
,
prese"at1qn of my estate, to mortgage or pledge any real or
personal property forming 0 part of my estate or to, join in or
sedure the partition of same' to compromise any claims o~ demands
", ,
of my e.tate against othors or of others against my estate, to make
distr1bution 1n kind and to,cause anY 'share to be ~omposed of caSh,
property or undivided fractional shares in property different in
kind from any otl1er share, and to execute and deliver such
instruments as may be necessary to carry out any of these powers.
XN WITNESS WHEREO~ I .have hereunto set my hand and seal this
l'i#t day of tJch" er ., 1991"
.
M~_~~:Jf' ~ (SEAL)
Page 4 of 6 Pages
Deoedent'e Oomplete Ad~r""
126 North MlddloBUK Rond
CITY
RTATIl JlA
':l.ll' 17013
CnrURlo
TaM Payment. .ndOredltll
1, TaM Due (Pege 1 Line 18)
2, Oredltl/p.ymenll
A, Spou..1 Poverly Oredlt
8, PrlQr peyment.
0, Dlloounl
(1)
105.000,00
3,968,05
Tolel Oredlle (A + B + 0) (a)
3, InlereeVPenally II epplloable
0, tnlerell
a, Penelly
(3)
(4)
(8). _
(8A)
TolellnterelVPenally (0 + E)
4, If line 211 greeler then line 1 + line 3, anter Ihe dlllorunoe, Th,la la Ihe OVBRPAYMBNT,
Oheok bOK on Plgl1 Llnl 19 10 requeelI relund
6, II line 1 + line 311 greeler then line 2, enter the dlllerenoa. Thllll tho TAl< DUE,
A, Enler Ihe Interelt on lhe leK due,
8, Enter the lotal of Line 8 + 5A, Thllll the BAIANOE DUI!, (68)
Make Cheok Payable to: R/lCJ/STBR OPWILLS, ACJBNT
PLeA'e ANsweR THe POLLOWINCJ QUesTION8
, BY PLAOINO AN "X" IN THS APPROPRIATS BLOQK8
1, Old deoadent meke e lranlfer and:
8. retain the use or Income of tho property Iraneferredl""''''i'''f';lI'''''i,,,,,,,,,,,,,,,,,,.,,,,,,,,,,t'''''''i\,,,,,,,,,,,,,,,
b, . reteln the right 10 dellgnete who Ihell,uae the properly trenlferred or Itelncome,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
0, retain a reversionary Intereatl or,...,.."""""..;,,,,,,,,,..II..,,,.,"I'''''''''''''''''''''''''''''''';"""",,,,,,,,,,,,,'1.""""
dj receive the promlee for Il'~ of either peymentBjbeneflte otcare?""".,.,,,,,,..,,,,,,,,,,....,.,;;,;,,,,,,,,,,,,,,,,,,,,
I.
2, II deeth ocourred on or before Daoamber 12, 1962, did deoadent wllhln two yeerl preceding deelh Irenlfer -.
property wllhou\ receiving edequele conllderellon? If dealh occurred elter December 12, 1962, did ,-I
deoadent trenller properly within one year of dellh wllhout receiving edequ~te conllderetlon?""",,,,,,,,,,,,,, 1
3, Old decedenl own en 'In truet fo~ or peyeble upon ,dealh benk eoCOunt or eeoul1ty el hie or her dealh?",,,,, [.'I
4, Qld decedent own en Indlvlduel rellrementeooQunt, ennulty, or olher non.probate property?""""",,,,,,,,,,,,, []
IP THBANsWeR TO ANY OP THSABOVS Ql,lS8TION8 18 YB8, '
yOU MU8T OOMP~BTS SOH~DU~B 0 AND PILB IT A8 PART OP THe RSTURN,
79,360,98
108,968,05
29.607.,07
Y.. No
II IX1
II IX1
II IX1
U IX1
(xl
(xl
N
12 p,a, ,a118 (e) (1,1) (I) provlde~ for the reduotlon of Ihe lex rete Impoled on the nel velue of trenelere 10 or for Iho use of Ihe eurvlvll\g epouee froni
6% to 3% for datil on or elter July 1, 1994 end before JBnul'Y 1', 1996, '
72 P,8, '9116(e)(1, ,1) 11l),prOVlded for tha redllatlOn, ,,0, f the ,rete Impo~ad on tha nil v.lue, of lienBferl to or lor the uU,of lhe eurvlYlng epoule Irom, 3%
100% for de\1I on or elter Jenue'Y 1. 1996, The ~tBtute dOel not exempl e trenlfer to e eurvlvlng epouae from tex, end Ihe etetutory raqulremenlefor
dl8cl08ure of eeeete Ind nllng e leM relum Ire Itllleppllaeble aven If tha IUrylYlng 8pouee Ie Ihe only benenclery, " ,
FOR DATaa OF DBATH tiN ORAFTIIR~ANUARV l,1g80' Plelu enlwar the following que8t1on by pleolng en .K'ln Ihe epproprlete Ipeoe,
Dld,lhe deoedenl ore'le ellUl' or 81mlllr erreng.menl WhiCh Ie 10l.ly lor Ihe eurvlvlng epoulI', blnlfltfor hll or har anllre
IIfallme? II VII N No, '
If yoU ehlIVered Y" to theebove qUlltlon, the tUK on Ihe trult or elmller errengemenlle pOltponedunlli Ihe deelh of the lecond Ipduae, et whloh
time II will be, fullY teKeble et the rele(l) 8pplloable to the remelnde, r benefiOlery(lel),' Enler Ihe velue .of I,he trult on 8chedule'J, pe, rill, In order to
remove II Ir.om Ihe oaloulatlon of IhalaK due In thla altBte, You mey wleh 10 nte 80hedule 0 In order to meka the eleOtloll evelleble under aeotlon
9113, If Ihe ,'eollon!e made, IhelN8l or elmller errangemenlll texed In Ihe eltele of the firlt decedenl 8poule, the porllonof the trull or .Imller
errengem.nl which benefite the 8urvlvlng IpoUle Ie taxed el the zero lex rate, and the remelnder II taKed et the rete(l) epplloable to tha ramelnder
benefiola'Y(lel), If you chole to mIke the eleOtlon, you mUlt eltech echedule 0 to e tlmelY'flled taK return, elong with echedule(e) K and/or M In order
to ehow the e,pportlonmenl of the lrult or Ilmller errengement between tho eurvlvlng epoule end the remelnder belienola'Yllee),
*'
~'r.r.r~-
~MlilIlfTOl!ClOIIfI
Sohedule &
Calh, Bank Depollt" & MilO, Pel'looal
Property
8iTA~."O~~'''~;~~, ~~~~~~_.~.~~~~~=::~-~.-.".=~,;~_:"::'~;::;~.=:'~'":.'.;~.':::::.]P~I;~~~:r~~;~:~":'-'.:~";~~'=:::'.-
Include the proceede ofJIUaeuon IInd the dete,thl!. proceeda wer, received by the eslate. All property l\llnlly,own,d with thl rtght of
lurvlVorthlP mUlt D' I1Iloalll on loheclu . 1'.
"~~~:l:R' .-.. . ,'-....-----..,.- - -------~~_;;~I;~~ON.-- '____"'n.' . .- ....--.-..,-.- ..-.-.- '-VA~~E~~?~TE .
_h'l~- J1h;.nelarrriiii-eiiilipariy;'~klnfAccOro: 445.01,'-'-"""--"-- _h' ....._._____h___....m .- "-"'- -n;mJ3-
-'2--- IflanclilPI'I1I.1 Company,"Cii1l1lcilioOl'l)cpo.lfli/il.9'1681"- ...---..-....-..---;----.---.-- ----.-.U;741:411"
-c'J_'h' Inanela' Ttu.1 Company,-COri/1fciliio orlYOjiOiIffilD:.97'/'Sll----------.--- ,h..._____...__._. ---"--ro;073J6"
4 fninora' TnI.-fCiimpsny, C"ortrncalootDijiii.lfNiI,'I3OUO'-"-' ~...-_...-- .'..._..._h___.____ ---....T8;OO4007-
--or - ,. nlnQlal TI1I.1 Compariy;tfortlOeato01lfo.poillNo..IOilil7f--..-..------"-..u -----.---. '-- ,_____m "'~1l;(f411,4~
---:'T"'" ;S:'Savlns. Bond., Sorloin,.lIaiiliiDariliiiifl9!ll,-......-".---...---....---..... ... '--'-'-"-~;-a'82.4'O'-
alii ori-promllo, ............. .---.-..----....-.--...-...---..--- .---- -'-'-"'--'nUJs'
., u~-'-ltlirund;oJiUrCliORJiiilllomo;' Ciiill.rc.;PA------~--.---.. n .-.-.---...--------------.- -- ------ ---il;Olr:OO-
---!J~--' Rofund ...~__._.._____,_______~__.~..~____~____.__u_n___n_____.-.... '_._H_____. -- 18.7"$--
.....-0-..- Id colnalclUToney(appralied value) u____.._..u__....._......_. _____._.___....__._..m. -.. -'-'-"!63Jf
-11--1989 Chovrolol Colobrlly'SCdilri;actuaT8alo prliiil-----'---m-......-.-...--'------...--.---- ,..-------3;31lOJllf
-rr'" Proeooda of.ale ofhou.ohoTifiood., poriiiiliifpropo!iY.--..u..'-----------..-. n .. --.... -.. ----T!,96[(j(f
.....1'-- P ort Piiltz, olal;:-jliorliifiiiiofreal c.lato lexOl ....__u_.__________,_... 'n..._____.. -.".- u__ '-1&1.14"
-14 ... '-- anna, al ona n.urano;';' rofUndof motor vehicle promlilm--u--.---------------. .-- ..-------.41};')<j"
.__...__._.._~___.______~~...... _.__....._._~.__.____._u.~_...... ____ .... .__.. ._..~~..____n _~..._..._~
-.---.---.._._---_._._-~_...--_._.._----_.,_...~---+.-._....
,....-_._._..-.ioh.iiufIB-f6TAC.~---.. -..--.....111.'6'0;00
Middlesex Rond (L.R. 210 II ),thenco ulol1H Iho contol' IIno IIfN0I1h Mlddlo"e)( Itoud
(L,R, 2101 I), South 20 degroos 3() rnlnulos Wosl 338.25 fool III tho IIlllco of
BEGINNING.
BEING Lot No. I Roslduul Arlluund oUl1lulllln"5 UCI'OS, 111111'0 uI'loss,
BEING a part oflho premises which AI11111r C, Wlso und Mill')' I'. Wlsc, hy Iholr dood
daled Maroh 7, 1973, and rocorded In Ihe Olllco uflhol(uoul'dur 01' Duods Inul1d for
Cumberland County In Dood nook "II", VUhll11025,I'Ilgu ()()8, 1I1'lIIllod ul1d cOllvoyed
10 Arthur C. Wise und Mary 1', WISll, his wllu. Tho s/lld Al1hlll' C, WIHU huvlng died
October 17,1997, Iltlu voslud unllruly Il1lho Nllld MIlI'Y p, WINU, Thu Huld Mury)>,
Wise having died Oclohor 23, 1997, LUIlOl's TosllllllUlIlUI'Y wore Issuod by tho
Register of Wills of ClIl1lhorlul1d ClIlIllly. PUIIIIllylvlIlIlll, 10 Itoherl U, Presion, on
Novombor 6, 1997,
SUBJECT, HOWEVBI(, 10 "uoh OUH0Il111IlIN, l'u81rlollol1H ulld conditions Ihlll mllY
apply to Ihe aforo.doscrlhud trllullIl' Illlld, rocotdlld or Ulu'ucllI'dud.
AND the said Gl'lllIlor hUl'llhy COVllIIIIIIls IIlId Ilgl'OUS 1111I1 hu will wllrrullt Slloclully Ihe property
hereby conveyed.
IN WITNESS WlmREOfo', suld Ol'llnlor hus hurcUlllu sui his IU\I1d und soul the day and yoar
flrslabove wrltton, .
SIGNED, SEALED AND DBLIVIlIWI>
IN~:m:R _____.,
," ." ") .' ..
(.;2:..U!.._I...:-.J.L:,r:'lt t:t:12 ,...!. (SEAL)
Roherl E. Praston, Exocutor of the
Estllle ofMlIry p, WIso
COMMONWEALTH Of1IIENNSYLVANIA
COUNTY OF C.J....... ~,~..r \". '" ~
)
): ss,
)
. . On Ihls, tho l'lfh duy of W\"'J ,1\)1)8, bul'clI'e IlIU, tho undorslgnod omcor, porsonally
appearod. Robert 11, I'rostoll, Bxoclltlll' Ilf'lho II.Hlulu IlI'Mul'Y 1'. Wlsu, kllown 10 rne or sallsfaolorlly
provon 10 bo Iho pOl'son whosu I1I1I11U Is snhsorlhod In lho wlthll1ll1HlrUI11Unl, IInu 1I0kllowl~dllod Ihlll
ho oX~culod Ihe AII1I10 fill' Iho Jllll'Jlnsos Ihol'uln oOllllllllou,
IN WITNESS WIIElWO(l, I hUl'onllln sU11llY.}1III1d IIl1d of~~~~11 son I.
. . .J,_~~:~b~..~~~ -.d.
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r,/,fIl 1t,1 , ,UijIlCHl^1lII COUNty PA .
."., (Ol'qr,'~tr,l' '\'I'IflH, JUNE n 109.
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101 10 I 101
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104 _p~d.18'_' 104
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r,ljIilUIDATArI1IN11TAfNll1IOIl>lI
BSTATB OF ARTHOR C. WlSB, DBCBASBD
NO. 21-97-.0875
pl~CLAIMBR
On the death of ARTHUR C. WlSB on October 17, \997, MARY P. WISE, his surviving
. spcuse, was entitled to rooolve the cno-half Interost of tho sald ARTHUR C. WISB In emaln
property which was owned by ARTHUR C. WISB l\I\d MARY P. WlSB lI8Jolnt tenantso On behalf
ofth08ald MARY P. WISB, who died Octobor 23, 1997, I, ROBBRT E. PRESTON, Bxecutor of
. the Bstate of Mary P. Wise, horeby dlsclalm the followlngl
Date of Death Value
1. Fifty percont (5.0%) of 3544 American Depository Shares,
ofALLffiD IRJSH BANKS, p,l.co @ 52.53125 [$186,17.0,75] 93,085.38
2. Fifty porcent (5.0%) of 2.0.0 ahares, capltalstook, PEPSICO
@ 37.4.0625 [7,481.25] 3,740063
3. Fifty porcont (5.0%) of2.o ahares TR1CON GLOBAL
RBSTAtJRANTS, INC, @ 3.0.84375 [616.88] 3.08.44
4. Fifty porcont (5.0%) of4516.418 8haros PUTNAM INCOMB
, FUND CL-A,.Acct. No. A.o4-1-192-3()-0456-BBB-S @ 7.1.0 [32,066.57] 16,033,28
4a. Fifty percent (5.0%) ofacoNod dlvldond to No.4 above [111.41] 55,71
5. Fifty porcont (5.0%) of 1600 sharOll, coJrtmon, ATLANTIC
RlCHFIBLD COMPANY @ 79.9375 [127,9.00..0.0] 63,950.00
6. Fifty porcont (5.0%) of 54.0.0 shlll'Oll, common, H. J. HEINZ COMPANY
. q!) 48.71875 [263,081.25] 131,540.63
7. , Fifty porcont (5.0%) of2.o.o sharOll, common, ATLANTIC BNERGY
@ 18.0625 [3,612.50] 1,806.25
80 Fifty porcont (5.0%) Interest In Financial Trust Company Certlflcato of .
Deposit, Acot. No, 64001.04479 5.0,048.43
Total Amount DIsclalmed 360,568.75
(;')t),.t/,i A; "P", ,..;.,...".
Robert Eo Proston, Bxecutor of astlltll of
Mary P. Wise
" ,
, ,
(a) X 'iJive unto eaoh of the followinlJ incUviduah the sum of
FIVE 'J'HOUSAND DOLLAR/;! ($5,000.00)1 ROBERT E. PRESTON, HARVEY P.
SUNDAY, CHE~YIl, PRESTON ALLEN, PRISCILLA PRESTON SNE!'.!'., GREGORY
PRBSTON and JANICE PRESTON At.I.oOWAY. In the event any of said
leqatees /Ihall hU to survive me, then his OJ: hu share shall
desoend to his OJ: heJ: iuue, peJ: stirpe/l.
(b) All th~ J:est, re/lidue a,nd remainder of my estate, Iqive,
devise and bequeath unto my tru/ltee, in tr~/It, fOJ: my bJ:other-in-
law, HOWARD L. WISE, on the term/l and condition/l /let forth herein.
My Trustee, shall hold, invest and reinvest the same, collect the
inoome ari/linqtherefJ:om, and after paying all expenses inoident to
the manaqement of the trust, to use and apply AS muoh of the income
'and prinoipal as may be necessary in the sole disoretion of my
tJ:usteefor ,the lilUppOJ:t and well-beinq of my said brother-in-law.
~, speoifioally provide and. diJ:eet that the income and principal
shall be for the lilole use and benefit of the said HOWARD ~. WISE
and for no other peJ:son ,my tJ:ustee to have sole disoretion in this
matter and to take into consideration all otheJ: inoome, which the
said HOWARD L~ WISE may have from otheJ: souroes in exereililinq this
diSeJ:etion.
(c) Upon the death of the said HOWARD L. WISE, I qive, clevi/ie
and bequeath all the undistriputecl income ancl principal of said
tJ:u$t unto ROBERT E,. PRESTON, absolutely. In the event the said'
ROBERT E. PRESTON shall not survive HOWARD L. WISE, then I give,
I'
1"0 r {II ~
M.P.W.
paqe 2 of 6 paqes
5.
I ditect thAt neithlJt mypenond rlJpruentAtive no:t' my
TJ:'uatee ahdl be,tequired to fUe A bond to aeoure the fAithful
performance of their dutiea in any jurisdiotion.
6.
I Authorize And empower my personAl representative and
Trustee, in their liIole and absolute discretion, to purohase or
otherwise Acquire and retain any investments' of whioh I die seized
or Any real or perlilonAl property of any nature, to sell, lease,
pledge, mortgage, transfer, exchange, ~ispose of or grant options
in regard to any or allpropetty of any kind forming a part of my
estate for such terms and such prices 8S they may deem advisable'
to borrow money for any purposes connected with the protection and
pJ;eservation of my estate; to mortgage or pledge any real or
,personal property forming a part of my estate or to join in or
seoure ~he partition of same, to compromise any claims or demands
of my est,ate against others or of others aqainstmy estate, to make
distribution in kind and to cause any share to beoomposed of caSh,
property or Undivided fractional shares in property different ~n
kind from any other share, and' to execute and deliver suoh
,
instruments a" may be neoessary to carry out any of these, powers.
IN WITNeSS WHEREOF I have horeunto set my hand and seal this
Ir;#l, day of j)Cl~h<.,-, 1991.
, {,;/y~~.;r~ _(SEAL)
Page 4 of 6 Pages
HAk. CH.OK PAYABLI AND RIHIT PAYHINT TOI
REGISTER OF WILLS
CUMBERLAND CC COURT HOU8E
CARLISLE, PA 17013
OUT ALONG THIS LI~I ..', D.TAIN LOWIR PORTION FOR YOUR RIOORDS ~
ft'Jill: 114"'-.j(.~~'Ji'-rD':n"'II&Yfiii4.o"-'YN'Ai'lfff~llcSl'Y'\X.A1SlftAl'iIWilr-'At l."cSQ~ll6'i-b1i"-'" ...........
. DYsALLOWANOI OP DIDUOTIONs ANb A8S .SHI~T OP TAX
.STATI OP WISE MARV P PILI NO.21 97-0880 AON 101 DATI 08-31-1998
TAM RETURN IIA8' (X) ACCEPTED AS FILBD I) CHANOED
R.SIRVATION CONO.RHING pUTURI XNTIRIST - S.I RIV.RS.
APPRAIS.D VALU. OF R.TURN BAS.D aNI ORIGINAL RETURN
1. R.el Eet.te C80hadula A)
2. Stooke end Sonde (Soh.dule BI
8. Cloe.b Neld Stook/p.rtn.r.hip IntarutlSohadula C)
4. Horts..../Nat.. Rlollv.bla ISoh.dula D)
I. Ca.h/Benk D.po.ite/Hl.o. Peraonel Propart~, (Sohedule B)
6. Jolntl~ Owned Propart~ (80hedul. F)
7. Tren.fara Ilohadule,O)
8. totel A..ate
APPROV.D DIDUOTIONS AND .XIHPTION81
"t 54,520.79
9. Funer.l EMpen.a./AdM, Co, a/"l.o, ,EKpen... (Soh,dule H) 19J
10. Dabb/"ortse.a UablUUeil/Li.n. (Sohadule I) 110) 3111 : 73
11. Tot.l PeduoUon. (11) R4.A72 R?
12. Net Value of T'MReturn (8) 829,075.18
11. CherHeb1e/OoyerMental B.que.bl Non-.le.tad 9111 Tru.b 180h.dule J) 111) .00
14. Net Value of u.teta Bubjeot to TeM (4) 829,075.18
NOT.I Xf In '.....M.nt WI' i..uld pr.vioully, l1n.. 14, 18 Ind/br 16, 17 Ind 18 will
r.fl.ot figur.,thet inolud. the totll of ~ r.~urn. I......d to dlt.. ,
ASSI8SMINT OF TAXI" ' ,
11. AMount of Lina 14 at Bpou..l rate (11)
16. Alount of Line 14 bMable .t Llne.l/Cl... A r.b (16)
17. AMount of Line 14 taM.ble .t Colleter.l/Cle.. 8 rete 1171
11, Prinolp.l TaM DUa
TAX OR.DXTSI
PAV"ENT
DATE
[
I J~ ill.. G
BUREAU OF INDIVIDUAL TAMB8
IHltEAITARCE TAK PIVISION
P1!PI. ElOOOl
I~RRIS'URO, PA 1,lte,ooOI
OOHHONWIALTH OP PINNSYLVANIA
DIPARTH.NT OP R.VINUI
.,
NOTICE OF INHERITANCE TAM
APPRAI8E"ENT, ALLOWANCE OR DI8ALLOWANC~
OF DBDUCTION8 AND ABBBSB"ENT OF TAM
STEPHEN L BLOOM ESQ
TEN EAST HIGH ST
CARLISLE PA 17013
DATI
ISTATI OP
DAT. OP DIATH
PILI NU....R
OOUNTY
AON
08-31-1998
WISE!
10-23-1997
21 97-0880
CUMBERLAND
1,01 '
A.ount Real Heel
11)
Ie)
(8)
(4)
(8)
(6)
17)
123.000.00
308.188.70
.00
..00
192.760.00
.00
.00
(8)
',00 M .00.
,00 M .06.
829, 07ll.18 M . lB.
, (11)
RBCElPT
NUHUR
PX8COUNT I + I
INTBRBST/PEN PAID (0)
,9
A"DUNT PAID
TOTAL TAX CRIDIT
IALANOI OF TAX DU.
INT.RIST AND P.N.
TOTAL DUI
*'
tINUI"'" tH.'"
HARY
P
NOTBI To In.ure prop.r
oredlt to ~oUr aaoount,
.ubMlt the uPper portion
of thl. fori with ~OUr
t.M pa~iient.
583,945.70
.00
,00
79,360.98
79,360.98
108,968.05
29,607.07CR
.00
29,607.07CR
M IF PAID A~TBR DATe INDICATED, 8ee RBveR8E
FOR CALCULATION DF ADDITIONAL INTeREBT.
I IF TOTAL DUe IB LES8 THAN .1, NO PAY"ENT IS RBQUIReD.
IF TOTAL Due IS ReFLECTED AB A "CReDIT" (CRI, YOU "AY ~
A RBFUNO, Bee REVERSE 810e DF THIB PORN POR INSTRUCTIONS.
RiURVATlllHl
PURpO" Of'
NOTlca,
PAVIttlHT,
too'
\,.( , :t
Ii1 I n,
e/l
{"j
I
'b
t:l,
(.---J
" .! c' J)
<:>c1:. l!R 88
a;
I!:.tltll of ~.o.dinh d~ln. on or bofore blol.btrle, nit "_~_ H .OY -future lnter..t '1n thl ..tatt 11 tr.,"-'rrtd
in pOII,uiDn or .n~o>>...nt to, Ch,. " (oaU,hr.1) bIRtfia1,rll. of thl'dlCldlnt lUll" thl IlCplraUQn of tnV ..t." far
Ufl or for_~..r., thl COHOOVI.1th h.r.b~ 'lCpr'llfl~r'...rY'1 thl rIght to IPprali. nnd ...... trlm.f.r Inherlt'nol hlCI'
at thl hwful 011'_ . C uoU,'.r,ll r.t. on .nv .uoh future tnt.r..t.
To,h.1f111 thl rlqulr..,nh of alaUon 2140 of tho lnhlr1t.mcll' and -Elt,te TIM Aot, Aot at of UU, (11. PISI
l.cUcn 91~0l. '
b.taoh thl top portion of thl. Hotlol and .ub.lt Hlth vour.p'VR.nt.to thl Rlgi.tlr of W1Jlt prlnt~d- onth. raYlr._ ,td',
..W.k. oh.ok or, .cn.v crdor p.v.ul. I.. REGISTER DP MILLS, AGENT
RlFUHD (eR). A t.f~ of . ~'M orldit, whloh wa. not rlqu..ted on tht TaM R.turn, "v bt rlqu..t,d'bY QD.~\.tln~ .n "Applloation
for R.fund of Ponn,vlv.nh Inhorlhno. IIld ht.h T.M" l~av-lSlSI, Appllcatlon..ro .v.lIl1l1lo .1 Ih. Offl,.
ofthi Righter of NUh, IfW of thl 23 Rey.nuI DhtrJot OHio.., or by oM111n" th.- tlPloltl 24-t\our
tnlwlrlna ..rvlo. ~.r' far ,or.. OrdtrlnGI tn ~.nn.vlv.nJ. l~aOO~S6t.20S0, out,Jdl Ptnn.vlYlnl, and
wlthln Icc.1 Hml',,"r. "'.'17171 7e7-e09., IPP' (717) nt-eUIIII..rln. I.p.lrod Onlvl,
O.JECTION81 Anv perty 1n lnt.r"',"ot .atl.fled with thl .pprat....nt, al1ow.nol or dl,atiowlnOI Ofd.duotlonl, or .,....~t
of tlX Uho,udlng rt"caunt or Inter..t) .. thown on tilt. HoUol tu.t objeot ",Hhln Ihctv (60) d.VI of rlo.Spto,
Ihh H.Ue. bV'
AIlllIH
IITRATlVE
COllRiCTIOIf"
PI.COUNT,
,PEHA~ TV'
IHn~alT'
....writt.n prot..t 'to tht PA DIPart.,nt of Rlv'nllB; p'o,ro of"A~p..lI-, nlpt", ~alOU, Uarrhhurg, PA 17128..1,011,
....l.otlon to h.v. thl ".tt.r dltlrlintd at audit of th. aaoount of thl p,rlone. r'~rl.."t.UY" OR
....pP".l to th. Orph,"_' court.
DR
P.~~ual Irror. dllaavlrld on thl. ..i.....nt Ihould b. .ddr....d ln wr1tlnd'tal PAD,pert.,nt of h.y.nu.,
'ur..u of lndlvldu.. T.)C.., ATTHf Pa.t A.......nt R,vJ.w Unit, Dlpt, '280601, lIarrhbura, PA l1UA-0601
Phqnl (717) 7A1-6108, s., pag. I of th, book,.t "Inltruatlon. far Inh,rlt.not TaM R~turn for. M..ld."t
Olald.nt" ("tV~U01) for 'an IMPI.naUan of ad.1nhtr.t;lv'h oOl'rlot.bl. .rr9rl,
%f anY tlMdu. 1, Plld wlth1nthr.. (~) oallnder lonth' .ft.r th. d,o'd~ntll d..th, . flv, plrolnt (a~) dl.oount of
Ih. I.~ p.ld I~,allow.d.
Th. laX tlM -.n..ty non"partlolpatlon ptn.ltv II ocaput.d on th. total of th'it.~ .nd Inter.at .......d, and not
paid b.fort Janu.rv la, 19~6, the flr.t day aft.rthe .nd of thl tlX ..n..ty parlod, Thl. non-partlolpatlan
penalty 11 IPP,.alabl. In th..... ..nnlr and ln the the .... ti.. p.rlod '1 you 'WoUld 'PP'II th. tl~ Ind lnter..t
th.t hat b..n' .......d .' Indloated on thh natlQ', '
lntar..t II oh.r,.d b..lnnl", with f1'r.t d.~ of d.Unqulnoy, or nln., (9) lIIonth. and one (1) day frolll the dati of
d..th, to thl d.t_ ofp.y.ent.' laM.' "hiah bla... dellnquent blfore January I, 1.a2 b..r !ntlr.at .t tht r.t. of
.Ix (6XI porconl pot' IMU. ..Iculel.d 01 . dolh rolo .f .00010~. ~Il I.... whloh b..... d.lln,,".nl on ond .ftor
Janulry 1, 19a! will be.r Snt.re.t .t . rlh which' will v.ry fro. oal.nd.r y..r to oal.nd.r n.r, ,Wi th' that r.t.
,nnounold b~ thl PA D,p.rt...nt of R.y.nuI. lh. 'p~l1oabh lnt.r..t rat.. for 1982 ihrou"h 19\18 rirll
WI: lnto',,"t ,~.t. bellY Int.rllt Faotar xur Int.r.at Rat. DR11~ Int.r.at Flator
1911 lOX iOOOB~8 1ge7 9X ,0002lt7
1965 lOX ,OOO~58 1gee-1991 IIX ,000301
1ge~ IlX .000101 19" 9X .000147
19U laX .000580 19U-199. IX .000191
19Ae " lOX .00011. 199&-19ge, 9X ,00"47
....1nt.r..t 11 o,'autlt.d II followlI
INTER..T . BA~ANCB OP TAM UNPAXD H NUHBBR O~ OAY.OBLINqUENT M DAILY INTERBsT PACTOR
--Any Hotloo lilu.d.ftar thl t.M b.oc... d,llnquant will r'fliot,.o Interlit CalcUlatlon to flftlln (1&) dlV'
btyond the d"ti of the ........nt. If flay.ant It .adl Iftlr thl Intlr..t OOlrutltlon d.t, ahown Dn thl
Notto., .ddltlonal Sntlr..t .ultbl oalculat.d,