HomeMy WebLinkAbout97-00896
.
Oath of Personal Representative
-
oommonw~'1h of plIIIn,vtvon'o
oollnlV of OUHBRRIJINP
The PotiUoIl!ll'(o) obovo-oNllOll ewe.,(o) or altlnn(a) Ihalll\8 l'ol'l11In"In 1I\8lorlllloll1ll PeUUon .,e\IUe
and IlOrrllOl 10 lhe boel ollhl knowtedgoand bellit 01 petiUOn8l(1) an Ihal," p8llOnlli rllPr...nlaU~'(I) ot
Ihe Dooeden', PeUUonlll(a) will Well and \ruly adll'lnla'er Ihe II ell rdlng 10 law,
sworn In or altlrmtd andtu\lIOllbed
beloro 1111 Ihll ~ ~y 01
18'tt
.~
fIoMlIa Reglller
No, 21 - 97 - 896
al\81801 IIARBARAJ, BROWN Duoetl8ed
Soolal8ecUI1IYNol 413-02.8968 Da'eoIDoalh: 07/08/97
AND NOW,
NOVEMBER 1"1
, 182L., In IlOnlld8laUon
of lhe Petition on Ihe reverea Ilde heruon, ,atia1ao.12!>: prool having been preeenled be,lOre 1111,
IT IS DlICRaaD Ihal LeUe", C&lT"lamenl~ U 01 Admlnl8\reUon
(o,l,e,j d:b,n,o.t.a.1 pendenle,"e; duran,e abeenUa, duranle mlnorttale)
are hereby granled 10
KIP AR'rI'lUR BROWN and DEAN B SHIPE
In Ihe above e.lalo and 'hal the Inl\rul11In'(I) daled
07 /01/96
doaol1bed In tho Petition be admlll.d \0 proba'l and mId 01 rocord eltho la81 Will 01 Duoodl",.
pees
LollOI'8. , , , .'. . , , " . 60 . 00
-,
, m~fu
egll'er of Willa ' lf1?J
MARY CLEWIS
Attornev: J, WILLIAM WIPINO , I I I , ESQ,
Shon CerllUOale(e) , , , , . .
1'I0nunoloU,", , ,'-, , , , . .
AffldoVlle ( , . , , $
l!lWa"ogea ( 5 ), , , , .
Codloll, , . , , , , , .
JC"Plle, , , , , , , , .
Invenlory, , , , , , . , , .
Olhor , , . . , '-" , , .
15.00
5.00
1.0, No: 30166
S'rEVENS & LEE
Addr...: 111 NORTH SIXTH STREET
p,O, BOX 679
READING, PA 19603.0679
Telophone: 610/478.2080
15.00
TOTAL, , . , , , , ,. .95,00
f1'lp.r.a by the Pinnevlyanla Bit AUDelatlon Ollpyt1Uhl(cl11i10e fDrm .aHwar. only CP!h,.,.m.; Ino.
Mailed letters and order to attorney on 11-18-97
Po,",IIW-11"11I
Oath of Personal Representative
Commonwullll of P",n,ylvenl,
. County of Cilmuprlllnt!
The PeUlklnlll(1t ellovo-nemed ewo8l(e) or elflrn1(e) Ihet Ih. e'olomonle In Iho loroooll1ll PoUUan 8/0 truo
end IlOIT841t to Ihe beet 01\110 knowtedgo ond bollol 01 PoUUonor(ll) ond thot, .. plll8<lnlli toprollOnloUvo(e) 01
tho Pooedonl, P81111oner!*l wtll woll ond truly edmlnlolOf Ihn oalelo oooordlng 10 lew,
8worn \0 or olflrmed end 8ubllCttbod ~[Q-€JN' 3, S; ~"-'l
!lolln Il. Shipp
boloro, me Ihle 7TH dey 01
---
1G~ ,','
, eLL 1J7J1(}:ilf j)!~
por tho R leler
No,
21 - 97 - 896
&8111801 Rnt'h""A.1. n,.nwn'
{~~'''d ,,\
~ ." ,l
~\J
80011li 8eourlIV NO! 413-02-8968 oeleol088,h: Julv 8. 1997
ANO NOW,
NOVEMBER, 17 .
liJ
I":J
, 18.llL, In oonald.ro'lon
,~
0,' I Iho pelltlon on the revlIl'eIl elde hereon, ..Ueloo~ proal having been preaented belore me,
IT 18 DIlQR&&D Ihll ~ettOle []] Teatemenl81Y U 01 AdmlnlatTollon . '. ,r"
I' (0.1.001 d.b.n,o,t.o.; pendento I~': lIuranlo ,lleenUOI dur.nte mlnottt.to)
; _I
8/e hereby grantod to
Delln B. Shine AND KIP ARTHUR BRQ~N
In thubOvooatatund thollhe Inetrumenl(1I datod July 1. 1996
desortbed In thO PellUan bo odmltted 10 probete ond flied 01 rucord .. the laat Willa, ouoodenl.
PIlS8
'~
Le"er8"...t,."" .
8hon Cflltllklat.(a) . , , . , $
Ronllnolallon, , , , , , , , .
"
Alfldavlte ( ). . ,', , , $
llJ<tIa Pogee ( ), . , . $
Podloll, , , , , , . , , , . .
':i
JCP Fee, , . . , . , . , , $
Inventory, . , . . , , . . .
Othut , , , , , . , , , . , .
Attornev:
I,D. No:
Addre..!
TOTAL, I I . .' I .'., .
Pr'~i,.d bV tht ~.nn'Y,IY.nl. ai' A"aclatlon Copt'r1lthtlct i". farm loHWi,. anI)' C~8~.t.mlllnDI
porllll'lW-1 ""11
.
.
" ,
"
I,AS'" WIl~L ANn '."'~~'I'AMI~N'"
Ul
IIAIUlAIlA ,I. IIIlQ~
I. 1l/\I'llIlI'lI J, I3I'uwll, nr CUlllhel'llIlld CUUllt)',' l'el1l1sylvlIlIlll, Illllko thl~ illY 14UHt Will IIlld
To~tllmelllUlltl hel'ohy rovuke 1I111<l1'ItlUl'WlIls u\)d/ul' Codicils Illude hy IlW,
ARTICUl FIRST, UJ:,hlslExpellses, I dli'ecl Iho PUYlllolI1 out of illY eSlulC of illY. rUllerul
expellses, IlIcludlug Iho 90st 01'11 sulluhle gruw Illllrkur, ulld IlIe oxpellses or illY lustlllt\eHs, M)' Exoclltlll'H
IllIlY flllY, Illlholl' Holo dlsorotloll, 1I1110gul dehls UH 10 which lhol'o 111'0 110 derellsos 1IIIIIw 01' oquhy III the
tlllle of illY t1outh, My ExocUlOI'S mllY poy, III their solo dlsorotloll, ull 01' IIIlY pOl'llUlIlif the cost' or IIllY
Ullclllllry IIdllllnlstrlltloll or sllllllllr pi'OccodlngH In othol' ,1l11'lsdlctlollH,
AR,TI,qprsECONQ, ~ 1 herehy dlt'ect Ihu! 011 ustUlo, Il1hel'itllllco I\nd sUCCCHHI\lllluxes, ,.
n\ld Illtorostlllld I'clllllllos thol'O\lIl, which IllIlY ho duo ulld pllyohlo hy rellsoll \If illY dollth \\Illh I'ospecllu
IIIlY I;ropel'ty IlIcl\lfled In illY estllle 1'01' eHtule tuX purposeH, whelhel' ut' 1101 plIsslng lllldor Ihls Will, sl)1I11
ho pllld frollllllld hOl'lle by tho pl'inclpulor my reHlduUI'y OSlllle pllsslllg Ulldel' ARTICLE THIRD hereof,
AR'r1~I,E THIRD, A,' Bequests, 'I'1I1l~lble PQ tllUUU I Prnpel:ty, I Illuy prepul'e u wl'iltell
stlltelllolll 01' 111011\01'l(l1du111 to dlsposo of corlllln hellls or illY lUllglblc pors\lnul properly, I will ollher
prepllre th,lH 1ll011\OI'1I11dumln my hIl11dwl'lltng', ot' I will sign II lypod melllol'uudulll, If 1 !hlve propllt'ed such
IImelllOl'lIl1dum, It will be found with the OI'lglnul 01' with u copy of my Will, My EXeCUlot's shlllll\\lIke
the <llstl'lbutlons of my tllugthlu personlll pl'oi'erly pl'llvldud 1'01' In the mel\\orllndlllll,
Any tllnglblo porsonlllpl'opel'lY not so disposed of by such ,meIllOl'lllldum, WhOI'ovel'
sllllut,od, logelhor with tlllY Insurnnce cnvernge lhul'c(lI1, holonglng 10 mo 1I111\Y deHth, lll', If Ilellve ,no such
1110I\\orllnd\Il11, I give 1111 illY personlll effocls, household fUl'Illshlngs IInd e,qulplnont lIud othor tlln~lhle
propel'ly, whel'cvor sltuutod, togClher with ullltlslll'HnCC covorugc thci'con, Ilel\lllglng to me III tho IIllle of
I11Y delltll, 10 my f1unce, Deut\ n, Shlpc, II' he sllrvlyes 1\\0, ' ,
Ilellve 1111 my clotlllug, ,Jewoll'y und IIny uutonlllhllos tOI11Y lilslcr, MlIrthu Tholllllslul
Adkins,
Ilollve illY ,22 Rugor revolvel' 10 illY hl'llther, WlIl'I'OU TholllllH Thlllllpson,
Ilellve pl'Oceeds 1'I'llllllhe 11chl'llUI'y 14, 1994ulllollloblle IIccldollt 1I1lgullon, Including lillY,
1I1lllel'lUsut'ed moloi'lst honeflls, III hedlvldod one hull' (1/2) 10 Delln B, Shipe IInd one qUllrter (1/4) oneh
10 illY sons, Trenl Dougllls Thompsonllnd,Kylo Brown,
Any sueh' pl'opel'ty whlcllmy EXoCUlol's 01' TrUslees In 111011' solo dlscrcllot\ cons Idol'
UnSullllhle for distribution IllIlY he, sold IInd lhe proceeds thereof shllllhe udded to illY roslduur)',ostlll,o, My
EXIICuIOl'HOI' Tl'uslees IllIlY, hl'thclr H\llc discretion, wlthoul furlhor rosponslhlllly, dls\l'tbute IIny such
pl'tlllel'ty plIsslng to II 111lnor child Ulldcl'thls ARTICLE to the glluI'dlnuH or illY living Illlnot' child or 10 tho
~
..
!i,
minor,
n, RUlli B~tlltU,
I, I give my. l'ulIl u~tllte .lm'lIled III 133ll Douhlln!! HOlld, Newville,
CUl\1bel'llIlId Count)', Penns)'lvllnlll, togo\llUt' with 1111 the hulldltlgs thol'uonto 111)' 1'1111)00, DOIIII II, Shlpo::
Il'he 6hllll 6UI'vlvo 1ll0, for his uso dUl'lnllhls life, wlthoulholld 1I1)~1 wltho(lIl1l1hlllty for WIIStU, provided,
howevol', Ihllt DOlin IJ, Shipe 6hllll pll)' II11hlSlll'1II10e pl'omhllus, I'elll esllllu tIlXCH, IIsseHsments IInd Illol'lglllle
Intol'ellt IInd pl'lnclplIl, III\d.6hlllllllllll\\lIln Iho pl'opcny In good I'opllll', Upon /)ullnll, Shipe's dUllth, Ul' II'
he Hhllll hllve pl'udocellsod II\U, IBlvo Ihlll pl'opOl'ly 10 Ill)' Hdll, K)'le 131'011'11,
. 2, 1!!lve 11\)' 1'0111 usllltu l.oollted lit Tl'oopul' 1~ld!!u I~olld IIml NlIsh I~olld,
MUlIIUputh COUllty, KOllluok)', to my hl'othel', WIII'I'OIl TholllllS ThoIllPSOU, p\'Ovldud Ihlltllll pl'ooeeds 1'\'0111
Iho Hlllo 01' lhnhol' thol'eon Is 10 he divided III ellunl shlll'es .111 MlIl'lhll AIIII ThlllllpSOIl AdkhlSllud WIII'I'OU
TholllllS Tholl\psoll,
C, Ro~ldulIl'Y EsllltO, I give 1I111'01ll1l1u11l8 pl'opel'lY 01' 1111 kinds, whel'oWI'
sllUllled, 10llethol' with IIl1luSU(IIlICO oovel'III1O thel'e,oll, hclolI!!lll!! (ollle III the tlllle 01' IllY delllh, 1IIII'Ils1
1'01' illY SQIl, Kylo BroWIl, If ho survives I11C h)' Ihll'l)' (3ll) dllYs, pel' stli'peN, liS pl'ovldod In ARTICL.E
FirTH below, III detilult of Ihe IIhove, such pl'opel'l)' shllll PIISS' 10 Ill)' soli, Trellt DoullllIH TholllpllOll, who
survlVos me by thll'l)' (30) dll)'S, pOI' sllrpos,
ARTICLE FOIJRTH, OU~tI'lllllll~hlp, Upollmy dOllth, IlIppolnt Kip Al'lhur IlI'owll, liS Olllmllnn
of the pel'SOIlS IIlld tho eSllltes 01' my SOil, Kyle BI'OWI1, 111 Ihe evel1t thllt Kip Mthllt' IlI'oWIl, shllll he
ullwllIllIll 01' \l1l1lhlo 10 serve liS OUlIl'(lIl1n or Ihe pel'S0l101' the OstlltOS 01' illY Iheullvll1!! 1\11110\,.I:hlldI'011, I
IIppolnl Wllrrel1 TholllllS TholllpS(ll1, liS SUCCC~Sol' GUlIl'dlllU of ,tho persol1s or tho est Illes 01' illY thel1l1vlnll
minot' ehlldl'en,
ARTICLE FIEIIL YnllnllUl' 01' hlCllpllcllllted Beneflclllrles,
. '^' ,Unless olherwlse pl'ovldedl'ol'heroln,.nny Income 01' prlnlllpnl pllyable
10 IIny beneflclllry who hns not tlltnllled elghleen (18) yenl's of nile or 10 n henel1clllry who hllH heen
IIdJudlcnled IInlneolllpelenl or, wholnlhe opll1loll of my Executms 01' Truslecs, IIt'c dlsllhlcd hyudvnnced
lI11e, Illness (n)Qntlll 01' physlclI!), Ill' other cnuselllld unllblc III mllnlllle nny prlllclplIl 01' Incomc PIISShlll
horeul1(ler, shnll be held Intrust hy Ill)' Trustees suh.leCllo Ihe provisions helow, Unlllthe enlh'cprlnclpnl
hilS been distributed to the beneflclnry from IIny Irust, 111)' Trustees nre lIutllllrlzed, In Iheh' exchlslve
dlsoretlon, 10 expend from Income 01' principal such SUIll 01' SUIllS liS 11111)' be necessnry 1\11' Ihe prllpel' Cllre,
mlllnlenllnce, IInd support of such youngel' 01' Incnpucltlllcd henel1clnr)' dli'eclly without Ihe Inlcl'vell\loll
of n gUllrdlnn 01' .collllnltleel (II' illY Truslees mllY JIll)' the slime to nllY petson hnvlnll Olll'e 01' COl1tl'ol of'snld
beneficiaI')' 01' with whom the belleflclllr)' resides, with Ihe duty on the pllrl of Ihe Tl'usleeH tosupel'vlse Ill'
Inquire Imo the IIppltcnllon of the 1\ln\ls hy IIny person lo.whom pllYlllelllls so Illllde,
Provided fntthel', thllllhe 'rl'uslces of IIn)' trusls cl'etlled hereunder mllY, In thelt' sole
discretion. dlsn'lbute to 'an)' person IIctlnlllls .Ollllrdlllll of 1111)' millOI' ehlldren of mlno, IIn II Illllll nl ot'
IIl1wunts deemed mlces/llIry h)' illY Trustees td ennhle such OUllrdllln 10 IlIke one 01' t\1me of my sl.lld minot'
ohlldrel1lhlo Ihe hOllle of sllch OUlIl'llllln, Including expenses IncllI'l'ed Inlllovllllllo II IllOI'e suhllhle home,
Includlnllllny such resldontllllrolll pt'opcl'ly owncd hy me III the tlmo of illY denlh, 01' eXllellses resulting
In j1el'lnnnent Impl'oVelllenls to the Ollllrdlllll's hollle, tllthe evullltl1lulhe OUlIl'dlnlllllld his 01' hor fUllllly
I ' shall move Into Illy residence, such properly sllllllnol1clheless he owned b)'thu Trusllll' nusts cl'ollled
2 ~
hureUI1lIQr, IIl1d shllll hu lllHu'lhllted h1lllY hOllol'lcllll'IIIS lit sllelJ.lhuc,lIs the l'Iulll dlsu'lhlillous of sllch prupcny
shllll hu Illlldc, Inlhe evul\! thllt such expeudltlu'es 1I1'e 1I111dc, thcre shllll hu no oblllllltloll011 Ihe pllrtot'
suuh Ollllrdllllltolllllkc ropllYlllulltol' lIw IIlllnllllls 01' lilleh cxpelldllurus to tile Trllstt'es ot' 10 illY chlldt'oll,
, , 2, Any IlIcolllU 1II1d/OI' prlllollllll lIot AO uxpel1lled hy Illy Tnlslecs shllll he
1'0111111011 bY'IllY Trllstees IImlpllld 10 the hellel'lclllryupolI lIw tenus Imllcllled helow(ll' the le\'ll\lnlltloll of
tho IIICIIPIIChYi 01' II' hu llI' she dies hel'ol'e ,the UIllII'u pl'illCIPllllllld ItlC(lllle hlls beell dlsU'lblltud 01' while sllll
hlClIllllcltllted, liS tlte CIISU IllIlY he" to tl\o Issuu'ol' such helloficllll'y, III dcl'lIultnfthe IIhove,! glvc the theu
tellllllulng prluclp"lto illY theu IIvluglsslle pCI' stlrpcs, (II' II' 1ll1ll0, tltell pUrS\llIut to lhe provlslot\A of
ARTlCLB 1lIllW hereof,
ARTICLI~ SIXTH, Spemllh't'ln Clilllse All pl'lnclpnl nud Income shllll hc free or dehts,
colltrllcts, pledgos, 1II1llclplltlous, nsslllnlllollts, II110nntl0ll, 01' ohllgnllolls or IIny hOllclklllry ,Iwrenmler, ,lInd
8hnll nnt be suhJect to levy, nllllchmenl, uxecutlon or othol' Iuglll PI'OCCSS,
ARTICLE SEVENTH, '.pIltCnllll'ovlslmls, Any I'Iduclllry lIcllngllercunder shnll, Iti
IIddhlon lolho powers given by IIIW, hnve lite following powers hOlhns 10 pl'inclpnl tmd Incblllc;
A, To rotllll1, wlthoulllnhlllty, lIuy Invcstlllents 1I1 dlscretloll, 1I11d 10 Illllke such II\Veslmcllts,
In suc,h proportlous, wltho\lIlltnltnllolllO whnt nrc knowlIllS Icgnlluvustmeuts or regnrd to principles of
dlverslflcntloll, liS the npproprlllte I'Iducllll'y shnll, III his 01' her dlscretloll, cousldel' heuel'lcllllto,I11Y eSlllte
01' to IIny trust cstllbllshed hereunder, liS the cllse IllIlY he, .
13, To,keep cllsh In, blink \lI1lnVcslcd If dee\l1ed IIdvlsllhlc 1'01' the pl'olectlon of Illcome,
C, To hold pl'opcl'ly In nomlnce or belll'cl' Ibm1-
D, To (1) plIl,tlclpllte Inllny mcrgel' ()I' l'elll'gllnlzlItlon nfrectln/l securities held hel'e\lI1dcr lit
IIny tlmei (2) deposit stooks undel' votlllg ngreemontsi m exel'olsc IIny option to subscl'lbc 1'01' stocks, bClIllls "
0'" debenturcs; IInd (4) gl'nl1l proxies, dlscretlonnl'Y (11' otherwise, to Vole shures of stock, '
B, Tb mllnnge, opel'lIle, 1'l)llnh',lIltel' nl' Impl'ove 1'0111 cst ute OI'nthel' property, IIlld to lellse
reul estnte IIncl other property ujlon such tel'111s und,llll' sueh perlll\ls liS the uppl'Oprlllle f1duclurY11lllY deem
. ildvlsllblelllnd to pny the costs or IIppl'lIlslng, hlSlll'hlg. sto!'lng, pllcklng, shipping, IInd selling IlInglble
pel'SOlIl\1 property out of my cstnte liS IIn IIdmlnlstl'lIl.1ve oxpcnsc,
,
F, 1'0 sell (IInd to gl'lIllt such \Jpllons for the snle.of) IIny I'elll or pel'sonnlllroperty III public
or pt'lvllte sllle for such prices IInd upon'such terms, Includhl!lthe gl'llntlng of II plll'chllSC money 1)1l1l'tglllle
01' pUl'chnseprlcc (with or whhout, suhol'cllnlltlonl, liS the IIppl'Opl'llIte l'Iducllll'Y I11I1Y think proper, \~hhout
IInblllty 011 the purchllsers to sC,e to the IIppllclltlon or the plll'chllSC money,
a, 1'0 borrow money from IIny source without IIl1hlltly on the PI\I't of the lenders tll sec to
tile npllllcntlon theropf,
1,1, To register secln'lilcs lInd nny othor pl'opcl'ty hell! hy the IIPPI'(Jpl'lule f1chlclllry Illlhe nlll11e
of II nominee 01' In bOill'er forlll,
3 (/)
,.. ..
,
l. '1'0 comlll'UmlHe clulmH hy.llI'Ullulilslmy oslllle (II' IIny lI'usl eSlllhllshed hereuuder.wllhout
onlol' of Court Ill' oonsenlol' uny henel'lo,IIII'y, . .
,J,
dlstrlhutloll,
'I'onll\ku uny dlstrl,huthllls In kind, hUlonly nl mllrkolvllluos plWlllllnllllt the tlmo of
K, To ollllllg\l loglll \:illll1sol, hwusll\lullt IIdvlsOl's. IICOlllll1tllnts IInd o~,stndlllns IIlld tOllllY tho
fees IIlld costHol' slime from the pl'lncllllll horoumler,
1_, To cnlTY on IIIlY hllsllless owned 01' COIlIl'l1l1ed hy mo III my, doulh or whlltover 111110 the
lillpropl'lnle I1d\lclllry shnll think pl'l1per, IInd Ihe IIPIlI'PIlI'llItc fldllclury shllll.hllve Ihe 1l0WoI' to dOllny !lI1d
IIlllhlnlls he or she dooms ncoOSSIII')' nl' IIPPI'UIlI'lute, Includlnlllho powor to Inool'llorlllo Iho h,llslnoss, Ihc
poWOI' 10 hol'l'oW lIud 10 pledllc IIssots COlllull1cd In illY CSllllulIS sccurhy 1'01' SItch hOI'I'owlng, IIl1dlhe pOWCI'
to chlH\1 oUtl Iltllllllo, or soli tho husllloss III such tll110 ul1d UpOIl such len1\s liS Ihc 1\IlI1l'Oprllllo fld\lclury shllll
dooll1 best. .
M, To oxecule IIIllI dullvul'lIl1ll1SIl'ul11onts 01' writing nuoosslII'Y or IIPPI'opl'llIto for tho uxorclse
of lito lIppl'Oprlllto fldllCllll'y'spowel's, .
N, To pUl'chllsC IInd,~lII'1'Y hlsurllnce l'ospccIIIl!!lIny IInd 1111 risks IInd IIl1hllllY, OXposlll'es, lIud
IOllcqulre 0.1' hold Insul'lI1\cO to Ins\ll'e 01' l'ullilV!JI11:< flduclllrlesfron,l pursoJ1l1ll1l1bllltlos for cUl'l'ylnll 0\11
Iholl' dUlles und responslblllllos liS fldllolllrlos hut'ollndot', ox cop I for gross nellllllenoo,
0, To bOl'l'ow monoy fl'OI111111Y fldllclury or fromllny othot"pol'son 01' CllrpOl'II,llon, 10 \,Iodgo
or morlgage.lIny. propel'ly liS socmlty, IInd 10 Icnd mOlloy 10' III1Y bellcflellll'Y. huslnoss, 01' mhel' cntlty 111
which nil intol'~slls hold hor~ulldel': 'onollet IIN Nurcly 01' gUlIl'lll1ttJl' of III1Y ohllllllllol1s 01' dchts of such
bCl1eflclary ;b\lsII1Oss, 01' elltlty upon Sllcl\ tel'l11S I1l1d COlldltlol1s liS my flduellll'Y mllY dcclllllppropl'llIte, Wlln"
or wllhout securlly. 01' Il1terest. <11' pl'ovlsloll 1'01' ul11ol'll7.lIlloll,
p, To execUlo 1I1ld fIIc I1I1Y IIlld 1I11 tllX l'eturl1S, pl'olesls. IIlld cllIhns 1'01' I'ofund of tllxes, 10
nppeul' on tholl' OWI1 bohulf 01', thl'Ollllh eOUllsel 111 1I111l1(\1I01's lIdslll!! oUI of, 01' perlllll1llll1 In uny WilY
Whlllsoevel' to, 1I11blllty ulldel' tho l'eVOl1ue IIIIYs of Iho Ul1lted SllItes Ill' I1I1Y Stllte 01' subdivision tllOl'eof, fot'
I1I1Y IUXOS, 01' rot\lI\d 01' IIdJllstl11Cl1t of Ih? Slll11~",lInd 10 CXllllllne uml ohlnhl coplos of nl1Y ul1d 1l1l1'01ul'l1s,
schedules, lists, sllltenlcl1ls. I1l1d olhel' PUPOl'S f'II!Jd hy IllC 01' 011 my bchllll' Il1nl1Y govcl'I1l11enlolollcllcy,
bUl'eoU, or depol'lmal1l, nl1dlo I'ceelve fl'oll1ul1Y goVel'l1111011111111gCI1CY, 11lIrCllU(0I',deplll'llnol1tol' IIIlY ol'tho
officers or,nllOllts thet'cof, OilY IImlllll COllll\1Ul1lcIIIlllIlS, Ineludlllll)\IlY WIII'I'lIt\ls 1\11' 1I\0lley dUe, undlo
~01111\1Unlcntll with III\Y gOVOI'l1l\1ellllllllIlIlIlC)', hurenllol' depnl'lmenl 01' IIny of the offlcol's 01' ngenls 'thereof.
lI\1d to make uppllcotlons 1'01' IIIlY I'ullngs, exccUle nil Wllivcl'S lInd IIl1reemel1ts l'especlll1l1 tox deflclol1cles.
IIssessl1iel1ts, or closhlg o!!rcoments In 1.10111101.1\1011 with 1I11Y IIIX mUllcl's, bet\1l'e tlto Inlcl'l1l1l Revenuo Service
<11' 1I11Y olllel' fedol'lll, s\llle, or loeulllllolley, bUI'OllU, ordeplll'l1ncl1t.
ARTICLE ElqHTJ.I, Tllx Eleetlons, If nllclecllo\1 tll do so Is provided by Inw, I \lIl'eCIIllY
Executors to 1.1101111 anYeXpol1sos of lldinll1lstl'llllol1 of illY est lite us ItwolI\c tllX deducllol1supon 11l1ll1cOmO
.lux l'elUl'l1 01' l'ot\ll'l1s whel1evor lInd to the extent Ihlll In tholr Nole Judgment such uC,lillll will 'lIchloyellll
ovel'ulll'eductlol1ln Iho IncoII\o tllxes IIlld lllhel'ltllllco, csllltc nnd sllceessloll (IIXCS 1'01' Ihe benefil of illY
estllte lInd thobeneflelnrles Ihereof, 1 l'ul'lhel' dll'ecI Ihut no compellsutln!!lId.luslI\iolllN liS hOlwcel1ltleomc
1I1id prlncipnlnccoUl1ts shall be I'cquh'cd Ol' Illllde liS III'Csult M sueh uellolls,
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4, Notice of Petitioners' Appointment as Executors was published
in 7'ha Sanllna/ on February 16, 23, and March 2, 1998 and in the Cumhar/and Law
Journa/ on February 20, 27. and March 6, 1998, Complete and correct copies of
proofs of publication from both periodicals are attached as Exhibit "C,"
5, The names and residences of all legatees, and the amounts and
character of their legacies (noting such legacies as have been revoked, redeemed or
lapsed), and the nature of their respective interests are as follows:
Name of GuardllU1er
Of Committee, If any, and
Name and Residence Relatlenshlo inOOJl AiQ1 Hew AQpolnled
Mr, Dean B, Shipe I'Ianc6 Tangible persennl Yes
1330 Dublin Gap Rond ~eperty under Artlelo '
Newville, Pennsylvnnla 17241 ,lrd,A. of Will: ono.half
Intorest In proceeds from
aulomobllo accldonl
IIllgatlon undor Pamgmph
Thlrd,A. of Will (110
proceods rece/vee/): IIfo
oslate In roal ostato
loenlod at 1330 Dublin
Gap Road, NClwllle,
Pcnnsylvanln under
Artlelo Thlrd.B. of Will,
Martha 'I1\ompson Adkins Sfster Clothing, Jewelry and Yes
'1/i05 Fox River Court antomoblles nndor
Fort, Worth, Tqxas 76120 Artlelo Thlrd.A. of Will.
Warron 'I1\On18S 'I1\ompson Brother
2419 Mlcl18el Avenuo
Richmond, Washln'gton 99325
.22 Rugor revolver nndor Yes
Artlole Third. A. of Will
(ae/oomoef) unimproved
roal property located In
Edmonson Connly,
Kontncky under Artlclo
Thlrd.B.2. of tho Will
(admllll.f/ered pur.fualllla
allcllla~ prahale /11
2
Si,t222S1lYl101P73.416
"
J..AS:I:JYILL...Alw,.:ms:JAJ\:u.;.r~I:I:
ilE
J1AJUlAB./LL...Illl.ll\YIS
I, Bllrhura J, Broll'l1, Ilf ClIlIlherlun<l COIIIlI)', I'cnnsyll'Ulllu', Illlll:c Ihls 111)' LIISI Will IInd
TORtlllllenlllnd hereby rel'oke ull fOl'mer Wills und/or Codicils Illude by me,
ARTICLE FIRST, pehlslP.~ I dlrecl the plIYlIlellt 0111 of nl)' eRllltc of lilY funel'nl
expel1Bes, Includ\nglho cas I of u Rultnble gl'II1'O mlll'l:er, nnd Ihe expellsoR of my IlIslllInoss, M)' Exelllllors
IIlIlY PII)', Ilrlhelr sole discretion, nllleglll debts liS to which there lire no defenses In Inw or equity III the
lime of my dellth, ,My ExocUlOl'slI1ny pny, In Ihelr sole dlscretloll, 1111 or nn)' purtlon of Ihc CllS1 of nil)' ,
nnelllnry udmlnlstl'l,ltloll or slmllllr proceedings In ulhel' jurlsdlctlolls,
ARTICLE SECOND. Jloo:B... I herehy dh'ectthlllllll eSlllte, Inherhllnce IInd successlolltllxeS,
and Interest nnd penalties thereon, which mny be due IInd pn)'lIhle by renson of my denth whh respect to
IIn)' property Included In my estnle for estnle Inx purposes, whether or nOI p"ssingunder this Will, shllll
be paid froll1and borno by the prlnciplIl of my I'esldunry eslate passing under ARTICLE THIRD hereof,
ARTICLE THIRD, A, Requesls. Tlln~lble Persunnl Properly. I mil)' prepare II written
stlllement or memorllndumlo dispose of cel'lnln Ilems uf m)' tllnglble personlll properl)', I wllI either
prep~re thlslI1emomndumln my handwl'llh'g, or I 11'111 slgnal)'ped memorandum, If I hal'eprel\lIred such
nmemorllndum, h 11'111 be found with Ihe origlnnl or with a crpy of my Will. My Executors shllll Illnke
Ihe dlslrlbullons of my tllngihle persolllll properl)' prol'lded for Illlhe memorandum,
Any lllnglble pt\rsolllll propert)' nOI so disposed of b)' such IIlcmornndum, whel'el'er
slluated, together with nny Insurnnce cOl'eragelhereoll, belonging 10 me at my denth, 01', If I lenv~ no sucll
memorandum, I giVe nil my pel'sonlll effecls, household furnishings and equlpmenl,nud olher tangible
prOperl)', wherever shunled, logether whh alllusurance coverage lhereon, belonging to me III the time of
m)' <lenth, 10 m)' flnneo, Denn 13, Shipe, If he surl'lves me.
llenl'e nil my Cl(llhlng, jewelry und nny automobiles 10 m)' sister, Martha Thompson
Adkins,
llenl'e my .22 Ruger rel'oll'er to my brother, Wnrren Thomns Thompson,
I lenl'e proceeds fromlhe Februnry 14, 1994 nutol1lbblle nccidentllllgntion, Including any
underlllsured mOlorlsl benenls, to bo divided one hnlf (1/2) 10 Denn D, Shipe und ono quarler (1/4) ench
10 my sons, Trenl Douglas Thompson 'nnd 1<>,le Brown,
Any such Jlropel'ly which nlY ExecUlors or Trnstees in Ihelr sole discrellon consider
unRuhnble fOl' cllstrlbutlonmny be sold und the proeeods lhereof shnll be added 10 my residuary eslate. My
Executors or Trustees mny, III Ihelr sole dlscrellon, whhout further responsibility, dlslrlbllle nn)' such
pr()Jlerly passing 10 umlnor child under 1I'11s ARTICLE to Ihe gunrdlnns of my IIl'lng minot' child or to Ihe
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mlllol'.
,Ii. RUlli EI\!ilill.
1, I gll'e m)' real uSllIlU localml III 1330 Doubling Road, Newl'lIlc,
Cumherlund County. l'ennsyll'Unlll, logelhul' with alllhe hulldlngs Iherconlo m)' fiance, Penn Ii, Shipe;,
If he shull'~lII'l'll'o me, for his use dtll'lng his life, \\'llhoul bond and wilhoulllablllty for \\'USIC, '1'1l1l'1dcd,
however, thilt p~nn B, Shipe shllllpay ulllnsurnnce premiums, real CSliltc tll~CS, nssesslnenls IInd morlgugc
Intercst nnd prlnclpu!, unt! shullmll,lntnln Ihe propel'l~' In good repulr. Upon Delln B, Shlpc's dealh, or If
he shall hlll'e predeceased me, I give Ilml propel'll' to my son, Kylc Brown,
2. I give my real.cStllle loclllecl lit Troopcr Ridge Road nnd Nush Road,
Monmotlth County, Kenltlek)'. to my brothel',. Wllnen Thomlls Thompson, provided thnt nil proceeds from
the snle of timber thereon Is 10 be divided III equal shares to Mllrtha Ann Thompson Adkins unci WUl'l'en
Thomas Tho~1pson,
C. Resldulll'y ESlUte, ,gll'ellllremlllnlng properly of 1111 klt\ds, wherel'er
sltuuted, together with ulllnsurllnce cOl'erage lhereon, belonging to me nt the time of m)' denth, Itl trust
for 111)' son, Kyle Drown, If he surl'll'es me by thirty (30) dill'S, per stirpes. liS pml'lded In ARTICLE
FIFTH beloW, In defllult of the nbove, such property shnll pass 10 my son, Trent DouglllsThompson, who
survives me by thirty (30) days, per sllrpes, '
ARTICLE FOIJRTH. Qual'dlunshlp, Upon m)' dcath, I uppolnt Kip Arthur Brown. liS Guardian
ofthe persons nnd the estnles of my son, Kyle Brown. In the event thnt Kip Arthur Brown, shall be
unwilling or unuble to serl'e as Gunrdlnn of the person or the eslnt~,s of my then living minor children, I
appoint W~rren Thomns Thompson, ns. Successor Guardian of the persons or the estnteS of my then living
minor children,
ARTICLE FIFTI-1. Youn~er or Incllpacltaled Beneficl~~
A, U\I\ess olherwise provided for herein, uny Inc;ome or prlncipnl puyuble
to uny beneficiary who has notnttlllncd eighteen (18) l'eurs of IIgeor to n beneficlal'Y who hns been
ndjudicated un Incompetent or, who In the opinion of n1Y Executors or Trustees, nre dlsubled by IIdvanced,
age. Illness (mental or ph)'slcal), 01' other cnuse IInd unllble to mnnllge uny prlnclpnl or Income passing
hereunder, shall be held In,tru8t by my Trusloes subject to the j)l'(ji'I~lons below, Unlllthe entire prlnclplll
h,ns been dlslrlbuted 10 the beneficiary from any trust, my Trustees nl'e nUlhorlzed, In their exclusive'
discretion, to expend from income or prlnclpnl such sum or sums liS may be necessal)' for the proper Clll'e,
malntennnce, and SI1PPol'l uf such )'oungeror Incapllcltnted benoflclnry directly without lhc Inlerl'entlQn
of a gUllrdllln or commlllee; or my Trllslees mny pny the same to llny person hllvlng cnre or cOlllrol of said
beneficiary or with wiiQmthe beneficllll')' resides,wlth, the t!ilty on Ihe purl of the Trllstees 10 supervise or
Inquire Illlo the application of the funds by IIny person 10 whom pnymelllls so made,
Prul'lded further, thn,lthe Tru~lees of any Irusts crellted hereunder may, Itl their sole
discretion, distribute to nny person nctlng liS Gunrdlan of any mlnorchlldren of mine, nil nl1\OUllt or
"amounls deemed necessnry by my TI11s1ees to enable such Gunrdlnn to take one or more, of my said minor
children Illlo the home Qf s.\lch Guardlnn, Includltlg expenses Incurred In moving to n more suhnble homo,
Includhlllnny suclnesldentllll real properlY owned by me lit the time of my death, or e~penses I'esultlng
hI permllnent Improvements to the GlIardllln's home. In the el'elll lhut the Gunrdllln IIndhls or her fllmlly
shllll mOl'elnto my resldence,such property shnll nonetheless be owned by the Trust or Trusls crenled
2
~.O
hel'Ollmler IIl1d situ II he dislrlbutod 1(111)' bel1ol1ollllles III such lime liS lho 1111111 d.lslrlbutll'ns t,f ,uch proporlY
,hll'lI he Illllde, In the evcllllhlll suoh eXl'ondltlll'eH lire nlllde, Ihenl shllllbe 110 obliglllloll (,lIlhe pllrl of
suelt OUllrdlllnlo nllll:o I'epll)'melll of Ihe IIm(lUIII~ of such eXpelldllUl'es to the Trusleos (Ir to illY ehlldl'en.
2, Any 11100m(; ill1d/or prll1olplllnol so expended b)' illY Trustees shllll he
rullllned hymy Trllslees IIncl pllld to lhe henoflcllll')' lIponlhe lel'ms IlIcllollled holow or Ihe tOrlnlnlltloll of
the IncllpncllYi or If he or sho dies heforethe elllll'o prlnclplIllInd ,Inoome hilS heen dlRlrlhuled ur while sllll
IncllpllolllllCd, liS Ihe cllse mill' ho, to lho Issue OfSllch honefiellll'Y. In dofllull of Iho IIhove, I give the lhen
relllldnlng prlllclPlllto my lI\en living Issue per stirpes, 01' if 110lle, Ihen pursunnt 10 the provisions of.
ARTICLE THIRD hereof.
ARTICLE SIXTH. Slllll1dJhrlfl ClnllsQ All prlnclplll ullcl 111001110 shnll be freo of dohlS,
contrncts, pledges, ul1llclpullons, nsslgnmenls, ullcllnllon, or obllglltlons of IIny henoflclnl')' heroul1der, 1I11d
shnllnot be subjecllo levy,nttllchmen(, exooutloll or othor legul process,
ARTICLE SEVENTH , Mnllli~el11clIl Pl'ovlslons, Any f1ducinry nctlng horeunder shnll, In
oddltlon to the powers given by Inw, hlll'e the following powers bOlh liS 10 princlpul nnd Incollle;
A, To relllln, wllhoul.liabillty, nny Inl'eSlmol1ls nl dlscrellon, IInd to Illnke such h1l'lislmellls,
In such pl'opol'llonsi wllhoutIImltnllon10 wllnlnre knownns legullnl'esllll,ents 01' reglll'd 10 principles of
dlverstncllllon, tiS the npproprlale fiduciary shnl\-, In his or her dlscretloll: consider beneflclnllO 111)' cst lite
or 10 any trusl eSlablished hereltndel'. as lhe cnsc may be. '
B. To koep cash In bnnk llllllll;estod If deellled ndl'isllble for the prolectlon of income,
C, To hold,propol'\y In nomlnoeor bunl'or form.
D, To (1) pU\Jlclpoto In uny mergol' (II' reorgunlzatloll uffecllng securltios held hereunder at
nny time; (2) deposltslocks under voting IIgreemonts; (3) exel'clse nn)' option 10 subscribe for slocks, bonds
or debentUl'es; nnd (4) grllnl proXies, dlscretlonlll'Y 01' otherwise, 10 Vote shnl'es of stook.
E, Tumnnnge, opernte, repnli', nllol' or Iinprol'e renl eslnle 01' olher propel'll', nnd 10 lease
real ostnte IInd other properlY upon suoh lerms nnd for such periods ns the npproprlate fiducial')' mny dcem
advlsnblei and to'pny the oosts of npprulslng, Insuring, slorhlg, pncklng, r.hlpplng. alld sellh\glanglllle
pOl'sol1alproperly OUI of my eSUlle liS nnlldllllnISlrnlll'(\ expenso,
, F, To sell (und 10 grant 'such opllons for the snle of) nnyren\ or pel'sona\ properl)' lit public
01' private sale for such prlcos nl1d upon such te1'l11R, Including Ihe granllnll of n purchnse mane)' mortgage
or purchase price (with or withoUI subordinulloa),\ liS the npproprlnle fiduciary Illay think proper, without
IInbllliy ol1lhe purchnsers to see 10 the IIppllcllllonof lho purchase money,
, Q, To borrow money frum any SQUl'ce lI'ilhoutllabllily on till; pnrl of Ihe leljdors 10 see .to
Ihe IIppllcatlon lhereof,
"H, To reglstor secl1l'lllos IIndnny other propel'll' held by the appropriate fiduclul')' in the nllme
of Il nominee or III bon reI' form:
3
~
J. To L'Olllpl'Omlse duhm hy or Ul!illnRlI11)' I!SlUW 01' any Irusl cSluhlished hcrcunder, WllhoUl
ordol' of Coun 01' consenl of un)' henefll:lur)': '
J,
dlstl'ibullon,
To IIlllke un)' dlstributlolls lu kllltl, bUl (111)' ut murl:el \'IIIIIOS prol'ulllllllut Ihc 111110 of
K. To euguge legul counsul. Inl'estmenl udl'isol's, uceounlUl1ls und cuslodlulIS un<l III puy lho
feus und cOSlS of sume fromlhe prlnclpnlltercunder,
L. To carryon IIn)' business owned or cOlllrollud by me nll11)' deuth 01' whatevcr lime the"
approprlnte Oduclary shall think proper, ill1d the uppruprlnle fiduciary shull huve the power to do uny und
nil things he or she deellls necessul')' or upproprlale, Including lhe power w\ncorporate the'huslness, lhe
power to borrow und 10 pledge assels conlalned In 111)' estnle ns securlly for such bOl'rowlng, IIlld lhe power
to close out, 1I1lgate, or sell the business nt such lime Ulld upon such terms ns Ihe npproprlnte f1duelury shull
deem bes!.
M, To execute and deliver alllnstl'umellls of wl'illngnecessary or uppropl'iale for lh~ exercise
of the appl'Oprlnte flduclur)"s powers.
N, To purchase and cnrr)' Insurnnce respecting an)' und all risks and lIabllll)' exposures, and
to acquire 01' holdlnsllrance to Insure or rellel'e my flduclnrles frol11 personal lIabllllles fOl' enl'l'ylng OUl
their dUlles nnd responsibilities ns fiduciaries hereunder, except f,?r gl'oss negligence,
0, To borrow 1Il0ney frol11nny f1duclnry 01' fromuny other persoll or corporntion, to pledge
or morlgnge any property lIsseeurlly, unci 10 leild money 10 nny bellef1clar)', business, or other enllty In
which un Intcreslls held hereunder, or 10 acl as surely or guuranlOl' of an)' obllgallons or debls uf such
beneOclnJ'Y, business, or entlly upon such lerms and conditions ns Ill)' Oduelnr)' I11ny deem appropriale, with
01' wllhollt security, or Interest, 01' provision fOI' umonlzntlon,
(>, 1'0 execute nnd file any nnd alltnx returns, prolests, nnd claims for refund of luxes, 10
nppeur on their own behnlf or lhrough counsel In ull mnUers urlslng OUl of, 01' pertaining in nny wuy
whntsoevcr to, lIabllllY under Ihe rel'cnuelnws of lhe United Slates or uny Slnte or subdll'lslonlhereof, for
allY tllxes, or refund or ndJuslment of the sume, nnd to eXllmlne nl\d oblldn copies of any und all retlll'llS,
schedules, lists, statemenls, nnd other papers flied by me or on my behnlf In any governmenlnlngency,
, bureaU, or depurllllent, nnd wrecelve from any gOl'el'llmenlalagency, bureau, or deparllnent or nny of the
officers or agents thereof, any nnd all communlcntlons, Illeludlng uny wnrl'llnts fqr mOlle)' due, and 10
communicate with nny govel'l\melllnlllgcncy, bureau or depllrtmcnt or nny of lhe ofOeers or agenls lhcreof,
nnd to mnke appllcallons for any rulings, execute all wlllvcrs and agreements respectlngtnx deficiencies,
nssessmenlS, or closing agreements In connection wllh any tnx malleI'S before the Inlernal Revenue Service
or any other federal, stnte, 01' loculagency, burenu, 01' depnrllnent.
ARTICLE EIGHTH. Tax E1ectll.1ns. If an eleclion to do so Is provided by Inw, I direct my
Executors to claim any expenses of uc!tnlnlslrntlon of my eslnle us Income tax deducllollS upon an Incol11e
Inx retul'll 01' returns whenewr und 10 Ihe eXlenl lhal In their sole judgment such action will achieve an
ol'erall l'ed\lctlon In the Income tnxes nnd Inherhnnce, eslllle und succession laXes for the benefll of my
eSlale unci the beneOclnrles thereof, I further direct lhnt no cOll1pensnllng adjustmenls as hetweenlncome
IInd !lrlnelpalnccOUlllS shnll be required or Illnde ns II resull of such /lcllons.
4 ~~
'<;;"""'11;;\, h.'.,..z
lUll I', tfU" ~,
Regllter of WillI of
CUMBERLAND
County, Pennsvlvanla
INVENTORY
11110 knoWn II
No, 21.97.0896
Polo 01 D.olh 07 /08/1997
,Doooll8d BoolalBoourt1yNo, 413.02.8968
eltl,llOf Barbau J , Brown
-
Dean B, Sh~po and Kip Arthur Brown,
P"",nll Reprlllnlltivtl(l) of Ihe obovo ellolo, ~lI8d, verily Ihlllho lIonw appolllng 'n lhe lollowlnglnvenlory 'noludo 011 01 lhe
plreonll _II wht!lver .nul" and all ollhe rellllllle In lhe Commonwlllth of Pennlvlvlnll 01 laid P_dont, Ihlllhe vlluollon
pllned oppollle ..oh 118fl1 of elld Invenlory repre..nll 110 100r voluo a' 01 Ihe dat,o of Ihe D_denl', deolh, and Ihal Dooodent oW/lId
no reol ellole oUlllde of Ihe Commonwell\h 01 PennlVlvenlo oMoopllhol whloh appello In a memorandum at Ihe end ollhll
Iiwenlory. I rwe verily that thl etolemonll medeln lhle Inventory 110 \lUo and corroel, Irwo undorolond Ihe\ Ialoe ototomonlo horoln
110 modo lub,..t to lhe ponll\loe 011e Po, O.S, BooUon 4804 roloUng 10 uneworn Ialolnoollon 10 oUlhorllloo,
,0/
Nomo of J ,WilHam Wid1.nll, III, ESQ,
, AttorneVI
I,D. No.1 30166
Addr...: P.O. Ball 679
Relldinll, PA 19603.0679
Telephono: 610/478.2080
PortlOnol Repr08onlotivo () , {\
Slgnolurol X'd:::> ~,~ . s. ~
~S '~h1.P \
slgn.1ure: ~ -^ A.....,.
K p rthur rown
Addre88: 1330 'Doubling Gap Rd.
Newville, PA 17241
Telephone: 717/776.91,61
Doled:
D88C~pUon
'Valuo
(Soe aontinuation page(s) attached)
(A~ooh oddlUonol Ih8011 II n0C888l11'/)
Talol:
163,581,42
OT I The emorondum of realeololo oUI,ldo Iho Commonweollh 01 Pennovlvonlo mov, ollhe eloetion ollhe pertlOnal roprooenloUvo,
lnoludelhe volue oleooh 118m, bul lueh ngur08 Ihould nol bo eNtendod Inlo Iho tolal of Iho Invenlory.
pr.p.rld bv thl Plnnlvl",nl. Ba, Anoclatlon
Copvrlght (0) ,... form ,ouw.tI onlvCP8vtt,m.jlno, Form tAW-' Iller)
exhibit C
R~V. '"00 U . '3.'41
'on OA'JOO" lJEATIlA'ml '''Ej' OIlECKllERE /J,/
fl A 81' SA . \.-.
I. . '011 liS CLAIMED
FlU! HUMBBfI
I
iii lID:
II
NAME
J William idin
nLEPHOHI HUM"R
610 8.20 0
, 0 et.to UO
a, Blooke .nd Bonde (SOhodulo B)
G, CloHly HlIld Btoolc/PlIInorehlp Intlllltll (SOhedule C)
4, MongllglMl .nd HotM fllIOllv.bll (sOhodUlo D)
I, C.eh, B.nk Depoelt. & MleclIll.noou. Por80nlll Proplll1y (SOh, E)
I,JolnUy Ownod Prop.rty (Schodul. P)
7, Tr.n.f.... (Sch.dulo G) (Schodulo ~)
I, TollI GroM AMeli (lotal Unlltll-7)
I, punerllllllCpen..., Admlnl.tr.Uvo Coele, Mlecollenoou.
I!lcpenaM (SchodUIe H) ,
10, DoblJl, Morlgago U.blIlUoe, Uone (Schodulo I)
11, TollII D.duoUone (total Unoe 8 & 10)
la, Nol Vlluo oll!llleto (Uno 8 mlnuo Uno 11)
10, Chllll.bIB .nd Govllnrnontal SOqUll8te (Schodulo J)
14, Not Valuo Bub 110110 TalC Uno1a mlnuo Uno 10
18, Bpou.a1 Tr.nefore (for d.llltI of doolh .<<or e-30-84)
Boo In.lrUoUone for Appllo.blo Poroonl.go on p.go a,
(Inoludo ValU80 hom Schodulo K or Bohodulo M,)
II, Amounl 01 Uno 14 talC.blo .I"~ r.to'
(Inoludo vlllu.. hom SchodulB K or Schodule M,)
17, Amount 01 Uno 14lalC.blo .118% r.lo
, (Inoludo VIllU80 hom Schodulo K or Schodukl M,)
II, P~ncIplll tOll duo (Add talC from Uno 18, 1e .nd 17,)
ii, Crodll./Bp Povlll1y Pnor P.ymente , Dlecount
+ +
aq, II Uno 1118 rlller Ih.n Uno 18,onlor lho dllletenoo on Uno 80, ThleIe Iho OVBflPAVMlINT,
I:EI 0 C 0 1I0u olt u Un Uolund of ouravo . mon\;
21. II Uno 1Blo gro.ler Ih.n Uoo ii, onlll tho dl<<oronoo on Uno 21. ThleIe Iho TAX DUll,
A. IInler tho Interoel on tho blll.nOll duo on Uno a1l\,
8, Bnler tho 10111 01 Uoo al .nd alA on Uno alB, Thl.lelho 8Al.ANClI DUB.
.C 0 0.00 a a
~ ~ 8B BUflB TO AN8WRfI ALl. QUR8TION8 ON PAGII 0 AND TO flRCHRCK MATH ... ...
n , In . D If '. 0 v . m n. ,. ,,", nO U D Doom,. ny ng 10 I U . n .men. In D II 0 Y now, "n ,. jUt,
Ilorru 'nd OOIl\~t.t., dlolir. t~.t ,1I"llu'.,. hAt bnn rtpor11d It hut matht vllul, D.claraUon of pr.par., olh'er thin thl p,nonlltlpr...nttUVII. bu.d on IlIlnfarmltlM 01
whloh pr.p"I, hi. Inv knowlldg.. ,<
COMW~~~\WoI\'1l1 P.N\lIIIl'b~~NI~
~ARRlliB~,,1J\91i;.ol'l
OIOEOIHT'e N~MI 1~~eT, FIRet, ~NO MIOOLIINITIALI
Brown B ara J,
eOCI~L 810URITY HUMPIR
413-02.8966
21.97-0896
y,An
NUMPII
O~TI OP Oe~TH
07/06/1997
llATE 0' OIflTlI
08/20/1955
COUNTY conti
01C100N1'e cOMP~nl ~ODnEoe
1330 Doub ling Gnp Rond
Newville, VA 17241
Counl Cumbarlnnd
IIF APPLIO~eLlleURVIVINO .pouu'e H~MI lL~eT,P1ReT ~NO MIOOLOINITIALI eOCIAL eeCURITY NUMOIR
AMOUNT RIOIIVeO(eDlINBTRUOTIONel
o 00
Orlglnlll floturh
Urrllld Eot.te
flemalndor Relurn
(lor d.loe 01 de.th prior 10 1i-l0-0i)
Foderel Eetalo TalC floturn Required
Tolel Numbor of B.lo Dopo811 ScMoe
II. Supplement.1 Rolurn
..., Futuro Intoreet Compromlee
(lor d.t" of dO.lh allo, 1i-la-8i)
D 7, OOOlldonl Mllnllllnod a Uvlng Truet
An.oh a 00 01 Truet
All INPO MATIO 8HOUl.Il8R Of BCTBD T I' ' ,
COMPLITO MAlLIN a ~OOR.ee
Stevens 6< Loe
P,O, BOl( 679
Re di P 19603-06
II
(a)
(0)
(4)-
(II
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H
None
None
NOlle
78,581,42
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163,581,42
(e)
II)
19,268,19
33,615,96
(10)
52 884,15
110:691,27
(II)
(la)
(101
14
110 697 27
(Ie)
0,00 x
0,00
.
(fl)
15,042.45 X ,oe.
902,55
Q
14,348,22
(17)
95 , 654,82 X ,18 "
(18)
15,250,77
Inloroet
,(18)
(ao)
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0,00
(al)
(alA)
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15,250,77
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Dean a, Shipe KIp Arthur Ilrown O~TI
~~.W.P.l1.\!~}..~l}g..q~P..1!9J.. .1.f71~..m!l!~~.r.~~~'h::.Junil\tn It/6'/flf
Newville PA 1/241 A L00I10, 1/\ loo\J~ '
B taVOI1P 60 Loe OAn
k~.~dl~.q~.~.k~.i"96b3":66'i9........... ........ - .... 'f/~ /I((J
Fo,," 1100 IAiv, P~14)
CopyrIght (e) 'I" 'orm loftw.r' onlv C
,Ino.
SCH1!JPULI!l J
BI!lNI!lFIGIARII!lS
ESTATI!l OF
Bar~ara J. Brown
sSI U3~02~8968
07{08{97
FIL1!1 NUMBER
21~97~OB96
ITEM NAME AND ADDRESS OF RELATIONSHIP AMOUNT OR SHARE OF
NO. BENEFIOIARY . ESTATE
1 Mart~a Thompson Adkins sister All clothing, jewelry
7608 FOK Rivsr oourt and 1993 Dodge Shadow
,Forth Worth, TX 76120 pursuant to Artiole
THIRD A. of Will.
.
2 Kyle Brown son Residue pursusant to
o{o Kip Arthur Brown Aritcle THIRD c. of
1714 12th Avenue Will/ Remainder
Juniata int.rest in Real Estate
Altoona, PI'. 16601 pursuant ot Artiole
THIRD 13.1/ and 1/4
interest in proceeds
from certain unresolved
litigation, if anY.
3 Dean B. Shipe none All personal effeots,
1330 Doubling Gap Road household furnishings
Newville, PI'. 17241 and equipment and other
tangible property
pursuant to Artiole
THIRD A. of Will/ Life
interest in Real Estate
looated at 1330
Doubl;ng Gap Road,
Newville, oumberland
county, pennsylvania
pursuant to Artiole
THIRDB. of Will/ and
. 1/2 i.nterest in
prooeeds from certain
unresolved litigation,
if any.
4 Trent Douglas Thompson son 1/4 interest in
13935 Blaokburn Road proceeds from oertain
Athens., AL 35611, unresolved litigation,
if any.
.
5 Warren Thomu Thompson brother Real estate located at
2419 Michael Avenue Trooper Ridge Road and
Riohlal'\d, WI'. 99325 Nuh Road, Monmouth
county, Kentuok1
pursuant to Art ole
THIRDB.2 of 1'1111 (not
subjeot to pennsylvania
inheritanoe tax) .
Barbara J . Brown
413..0:1\-8968
07/08/97
oontinuation of SoheduJ,s H
(Future Intersstcompromise)
III. Explanation of Compromise Offerl
Oeoedent was survived by the following I her son Kyle Brown
(born P3/28/89), son Trent Douglas Thompson (over 18 years. of
age), tormer fianc' Oean B. Shipe and other, intestate heirs.
Under Article FIFTH of her Will, decedent directed that any
portion ot he.r estate payable to her son Kyle, be placed in trust.
At pre.ent Kyle Brown, said benefioiary, is nine years of age.
Upon reaohing the age of 18 years, the tr.ust shall t.erminate and
all principal and inoome shall be paid outright to him. In the
event he dies before reac~ing the age of 18 years, trust proceeds
will go to hie then..living issue, per etirpes. Jf he has no
living issue, the trust palses to. decedent's adult son, Trent
pouglas Thompson. If Trent is not then living, then to his then-
li ving issue, per stirpes.
In the remote event that neither Trent Thompson nor his
issue .urvive to 'be benefioiaries,. trust proceeds are to be
distributed pureuant to the provisions of Article THIRD. Estate
couneal has advhed Executcrs that further distribution Under
Article THIRD raises potential problems of interpr~tationl i.e.,
would litigation prooeeds pass under Article THIRD A. to Dean
Shipe or under THIRD C., where an intestaqy would result. 'The
identity of..uch remote beneficiaries need not be determined for
purposes of this Schedul~ H, as all are 16% benefioiaries.
Illstate of I
soc seo/l
Date of Death I
At present, there are no assets passing under Artiole
THIRD c. of the Will. . All estate ass,ets of. value currently on
hand are needed either to pay debts and death taxes, or to fund
specific bequests and deviselll~ However, if the pending
litigation qenerates a m8aningfulsurvival recovery, the gift
under Artiole THIRD o. may be funded.
'Exeo~tors respectfully sU9gestthat if the trust for KYle'S
initial benefit is ever funded, that it should behxed entirely
at 6%. only in the most remote of circumstancEls oould any.
POr~ion of this trust pass to a benef~ciary taxed at 16%. Kyle
receives thetr~st outright in all events in nine years when he
attains aq. ~i9hteen. If he dies before then and trust assets
remain unoonsumed.. for hie bet\lilf it, they pass to his issue (if
any) or otherwise to decedent's adult son Trent also a 6%
ben.f~oiary, or else his iesue, also 6% beneficiaries. ~he
ohances that nine year old KYle will die within the next nine
years AND 20-somethinq Trent alsQ,.<dies in that time frame without
ohildren, are so remote as to be negligible. Consequently, all
trust interelllts should be taxed at 6%.
J.ASJ:..\YU.JJ\!ill..'ruSJ'.AM.I~N:J:
aE
IlAIlliARo\ ,I. IIHOWN
I, Barbarn J, Brown, of CUlI1berlund CuUnl)', Penns)'ll'nnla, mal;e Ihis my Lasl Will ancl
Teslnmellland hereby revoke nil fOl'lner Wills and/or Codicils Illndo by Ille,
ARTICLE FIRST. peblsmllppnsos. I direct the pll)'menl oUl of illY estnte of my funerul
expenses, Including the cost of n suituble llrnve Illnrl:er, and lbe expenses of my lasl Illness, My ExocUlors
may puy, In their sole dlscrelloil, alllegnl dcbls us to which there nre nO defcnses Inlnw or cquilY althe
time of my death, My Execu(ors Illny Pll)', In their sole discretion, all or un)' ponlon of Ihe cost of any
ancillary admlnlstrnllon or slmllnr proceedings In other jurisdictions,
ARTICLE SECOND, In.lll:1i. I hereb)' dlreclthnl nil cstnte, Inheritance nnd succcsslon taxus,
and Interesland penalties thereon, which mny be due and payuble by reason of my denth Wllh respect to
an)' property Included In my estnte for estale tux purposes, whether or not passing undcr this Will, shall
be paid from and borne by the prlnclpul of my residual')' eslule passlnll under ARTICLE THIRD hereof,
ARTICLE THIRD, A, ~m. Ian91ble Personal Property. I may prepllre n wrlllen
statement or mel11ornndull1to dispose of cerlnln Items of my tangible personal propert)', I 11'111 ellher
prepare this l11emornndul11lnmy hnndwrltlt'.g, or 111'111 sign a lyped memorandum, If I have prepared such
a l11ell1orandul11, It will be found with the original Or with a cop)' of my Will. My Executors shall make
lhe distributions of m)' tangible personal property provided for In the memoralldum,
Any langlble personal prOperl)' nOl so disposed of by such memorandum, wherever
slruated, together with any Insurnnce COl'ernge lhereon, belonging 10 l11e almy death, or, If I leave no sucll
memorandum, I give all my persol)ul effecls, household furnishings and equlpmenl nnd olher langible
propeny, wherever sltualed, logelher with ulllnsmnnce covernge lhereoll, belonging 10 me nllhe time of
m)',de.llh. to m)' finnce, Denn n. Shipe, If he survives me.
J leave all my clolhlng, jewelry and any aUlomoblles to my slsler,'Munha Thompson
Adkins,
I leave my .22 Ruger revolver 10 n1Y brolher, Warrelj Thomas Thompson,
Ileuve proceeds fromlhe Pebrunry 14. 1994 aUlOl1loblle accidenllltlgnlion, Including any
underlnsured mOlorlsl benefits, to be divided one hulf (1/2) 10 Deun B, Shipe and one quarter (1/4) euch
10 my sons, Trenl Dougllls Thompson and K)'le Brown,
An)' such pl'opel'lY which my Exccutors 01' TI'USleeS In Iheir sole discrellon consider
unsulluble for dlslrlbullon mill' be sold und the proceeds lhereof shall be ndded 10 my reslduar)' estnle, My
Execulors or Trustees l11ay, hi Ihelr sole dl~;crellon, wllhoUl funher responsibility, dlslribule nny such
I'l'Uperty pnnshlg 10 u n\lnor child undel' Ihls ARTlel.E 10 the guardlnn~ of illY IIvingl11inor child or 10 the
1'1
Illinor,
tl, BlUlLllilllilih
I. I give illY real CHlllte loculed lit 1330 !)ouhling I\oud. Newl'llle,
CUlllburlllnd CounlY, l'ennsyll'lInln, logetllllr with ull the buildings lhercon 10 IllY fiance, pOlin 13, Shipe:,
If he shull survll'u Illn, for his usn during his life, wlthoUl bond and wlthoulllablllt)' for Wllsle, prol'lcled,
however, thul Dean \3, Shipe shllll puy all Insurance promiullls,reul oSlllle lllxes, nsses.l1\ulllS und 1ll0l'lgllgu
Intereslund prlnclpnl, IInd shllllnllllnlnlnlhe property in good repair, Upon DUlin 13. Shipe's delllh, or If
he shall have predecullsed me, 1 gll'e lhill pl'upeny to my son, K)'le Bl'own, "
2, I give lilY relll Chinle locnted at Troopel' Ridge Road and NtI~h Rond,
Momnouth County, KeI11ue\-..J" 10 Ill>' brolller, Warren Tholllns Thompson, provided lhnt nil prOCeeds frolll
the Bille ofllmber lhereon Is 10 bu divided In 'equnlshares to Mirlhll Ai\n Tholnpson Adkins und Wnrren
Thomas Thompson"
C, 1ie..'l.1duhry ESlllte, I give nil rcmnlnlng properlY of nil kinds, \\'hurel'cr
sllUllted, together with all Insurance cOl'imlge lhereon, belonging to me nllhc time of illY dealh"lll trust
for my. son, Kyle Blown, If he surl'lves me by thin)' (30) days, per stirpes, as provided In ARTICLE
FIFTH below,' In defa\lll of lhe nbove, sueh propel'll' shall pnss to my son, Trenl Douglns Tllompsdn, who
survives me by lhlrlY (30) days, per stirpes,
ARTICLE FOUIUI:l. GuardlllnslJ.i!l. Upon my dunt\), I appoint Kip Arthur Brown, as Guurdlan
of the persol1S and the estates of my son, Kyle Brown, In the event that Kip Arthur BrOWn, shall be
unwllllng or unable to scrl'e ns ,Guurdlall of the perSon or the eslales of ,illY then living minor children, I
appoint Warren Thomas Thompson, us SuccesSor Guardlnn of lhe persons or the eSlates of m)' lhenlll'lng
minor chlldren,
tlRTICLEPIFTH. )'ounUer or Incnpacltaled Beneficlnrles.
A, Unless otherwise provided for herein, nny Income or princlpnl payablo
to any beneficiary who has nOl ullalned elghleen'08) )'ears of age or 10 a beneficiary who has been
adjudicated an lncompetenl or, who In the opinion of 111>' Executors or Trustees, arc disabled by ndl'anced
age, Illness (menial or ph)'slcal), or other caus~ and unable to manage nny principal or Income pusslng
hereunder, shall be held In trust by my Truslees subject to the provisions belqw, Until the emlre principal
h,as been distributed to the beneficial')' from nny trust, my Trustees lire nUlhorlzed, In their exclusive
discretion; to expend froln Income or prlnclpnl sucluul11 or sums as muy be necessary for lhe propel' cal'e,
maintenance. and support of such younger 01' Incnpacllated benef1c1ary directly wlthoUllhe Interl'el1llon
of a. guurdlnll or commltlee; or my Truslees mill' pay the same'lO IIny pel'30n having care 01' cOI\trol of said
belleficlary or with whom the beneficiary resides, with lhe dUly on the part of the Truslees to superl'lse or
Inquire Into the nppllcnllon or the funds by any person to whom payment Is so made,
Provided further, that the Truslees of nny trusts crealod hereunder Inny, hI lhelr sole
discretion, distribute 10 any person nctltlg as Guardian of nny minor children or mine, nn all10UllI or
amounts deemed necessnry by 111Y Trustees tu enable such GUllrdlnnlo lake one or more of my suld minor
children hlto the home of such Ounrdlnn, Ilieluding e~penses Incurred In moving toa more sultnble home,
Including any such re.identlnl real p1'llpeny owned by me utlhe lime of my death, or expenses. resUlting
In pcrmnnenllmprovcments 10 lhe Gunrdlnn's hOl11e, In the event lhnt the Guardian nnd hlsor her family
shall move Inlo my residence, such properl)' shnll noncllwless be owned by the Trur.1 or Trusls crenl.ed
2
~'D
hereunder lllldshali he dlslr hUled 10 Ill)' hel1cncllll'ius III sllch IIl11e liS lite 1111111 dlsll'ibullnl1S or suclt propel'l)'
.. shnll be I11l1du, 1111he CI'Ulllhll1 Sl/elt expel1dllures lire mouo, lherll shllll bu 110 obllSlIllol1 on lhe pnl'l of
Illlch OUnrdlllnlo 111/11;e repll)'lllelll of the nl11oul11s of stich e.xpel1dllllres 10 the Truslues 01' 10 111)' chllurul1,
2, An)'lncoll1e al1d/ol' prillelplIl 1101 so exponded by illY 'rI'U5tees shall be
re1alneqb)' my Trustees and pllld to lite bel1el1clllry Uponlhe lerms IndlcUiedbelow or the le/'lull1l1tlon of
the Incapacity: .01' If he or situ dies befol'ellt~ el111l'e prlnclpnlnl1d Income has boon dlslrlbuted ,or while sllll
Incllpacltatod, as lite cllse lllllybe, 10 lhe Issue of sl/ch bOl1enclllry, In flefllult of Ihe nhOl'e, 1811'0 the lhol1
remrtlnln8 principal to f11)' Ihcn II1'h18 Issue pel' sllrpes, 91' If 11011e, Ihel1 pursllanllo the prol'lslol1s of
ARTICLE THIRD hereof, ' ,
ARTICLE SIXTH, Spendlhrlft ClnusQ All pl'inclpal IInd hlcol11e shnll be free of deblS,
conlracls, pledges, allllelpllllol1s, IIsslgl1111eI11S, ulle1111110n, or obllgllllons of nn)' beneflclnry herellllder, I1l1d
shall nOl be subjecllo lev)', nltllchment, execution or otherlognl process.
'ARTICLE SEVENTH Mnlla~emenl Provisions. All)' flducfar)' nqllng ltel'eUl1der shall. In
addition to lhe powers given by law, hal'e the fOIlQwlng powers bOlh ns to prlllclpalllnd Income:
A, To relall1, without liability, an)' 1t1l'eslmel1ls al discretion, and 10 make such Inl'eSll11ellts,
111 such proponlons, wltholllllmhatlon 10 whalllre known as legallnl'esl111enlS or regnrd to principles of
dll'ersiflcntlon, as the approprlnle fidUcial')' shall, 111 his or her dlscrelloll, consider bel1enclnllo 111)' eslale
or to any trust estnbllshed hereunder, as,the case ma)' be,
B, To keep caslt In bank unlnv'esled if deellled advisable for lhe protection of Income,
C, To hold properlY In nOllllnee 01' bOil reI' form,
f,), To (I) partlclpnle In any merger or reorganization affecting securities held hereunder at
an)' time; (2) deposit slocks under Voting ngreomellls: (3) exercise any opllon t6 subscribe for stocks, bonds
or debentures: nnd (4) gram proxies, discretionary or olherwlse, 10 VOle shares of Slack.
, ,', . l
E. To Illnnage, operute, repair, ,niter or Improve renl estale 01' olher properl)', and to leuse
real estate and other property upon such terms sr.d for sl/ch periods as the nppropriale nduclar)' ms)' deel11
,adl'lsnblei and 10 pn)' the eosts of appraising, hlsurlng,.Slorlng, packing, shipping, and selling tangible
pel'sonnl properly OUI ofm)' eSlllle as an qdmlnlslrnlfl't expense,
F, To sell (and lii granl such opllons for the snle of) any rc.ol or personal propert)' lit public
Of private sale for such priceS and upon such temls, Including the granting of a purchnse mOney mortgage
or purchase price (with or Without subordlnallon), as the approprlale fiducial')' Illay lhlnk proper, without
linbllll)' onlhe purchnsers to see 10 the application of the purchase 1l1Oney,
a. To borrow money from any sowrcewllhoutliabllllY on the pan oflhe lenders lo.sec'IO
lhe appllcollon lhmor,
. 'H, To'teglsler securities and un)' olher property held by 'lhe apjJroprlule fiduciary In Ihe nUl1le
of a nominee or Itl bearer form,
3
f~
I, To compromlso clullns (1)' or ;lgn!tlBlmy CHinle or lIny trunt 051Ublh;lwd horounder, li:ill\otll
order of Court or COll5onl of nny \1ollo(icinr)',' '
J.
dlstrlbullon.
To mul:e uny dlmllmtlons In kind, \1ul only r.l Illurl:et I'lIlues prol'lIl1lnij III the lime of
)(, To en!lllge leg III counsel, Inl'e51lllent ndl'lsors, nccounlunts nnd custodlunR lInd 10 Pill' the
fees nnd costs of Rllmc fromlhe principal hcreunder.
L, To carryon IIn>' business owned or controlled by IllC nl,my dealh or whatever time the
ilpproprlllte fiduclnry shalllhlllk propei", nnd thc IIpproprlllte f1duclllryshnll hnve the power to do an)' and
all things he or she deems necessnry or appl'oprlnle, Including the POWCI' to \ncorpol'llte the business, the
pOll'er to borrow nnd 10 pledge assets contalncd In my eslale ns security for stich burrowing, nmllhe power
to close out, Iltlgntc, or solllhc business at such lime ilnd upon sut~h lenllS iliI Ihe npproprlnle fldu6!tu')' shall
deem best,
M, To execute IInd dolll'er \\lIlnstrument5 of wrlllng neccssar)' or appropl'illle for lhe exercise
of the appropriate fiduciary's powers, ,
N,. To purchase nnd carry Ins\ll'nnce respecting any and nil risks und IInbll\l)' exposures, nlld
to acqull'e or hold Insurance to Insure or rellel'e my flduclarles from personal lIabll\lles for cal'1'ylng out
their, duties and responsibilities as fiduciaries hereundet', except for gross negligence,
0, To borrow mone)' from an)' flduclnry or fromllllY other person or corporation, to pledge
or mortgage any property liS securllY, and 10 lend money to any bencflclar)', business, or olher entlt)' In
which an Interest Is held hereunder, or to act as surety or guarantor of nn~' obllgntlons or deblS of such
beneficial')', business, or 'entity upon suchlermS nhd conditions as my fiduciary may deem approprlnle, with
or without securilY, or Inleresl,or prol'lslon for lImortlzallon,
p, To execute and file any and nlllnx returns, prolesls, alld claims for refund of laxes, 10
appenr on their own behalf or through counsel In all malleI'S nrlslng out of, or pertaining In ally wny
whatsoever to, lIablllt)' under lhe revenue laws of the United SlIItes 01' any Stnle or subdivision lhereof, for
any taxes, or refund or ndjuslment of the same, nnd to examine nnd obtnln' copies of nny-and all relurns,
schedules, I\sts, stnlements, and other papers filed by me or on my behalf In any gOl'errul1enlnl agenCY,
burenu, or depnrlrnent, and to receive from allY gOl'ernmentalagency, bureau, ordepnrtmenl or flny of lhe
officers or agentS thereof, nny nlld all cOl11l11unlcntlons, Including nny warrallls for money due, IInd to
coilunuhlcate with any gOl'ernmel1lal ngenc)', burenu or department or any oflllO officers or agents lhereof,
and to l11ake nppllcntlons for nny l'l\lings, execute all Waivers and agreements respecting tax deficiencies,
assessments, or closing agreell1enls In connection with nny lax l11allerS before the Ihlernal Revenue Ser'l'ice
or a!'y other federal, slate, br local agenc)', burellu, ur department.
ARTICLE EIGHTH, :rnx Elecllnns, 'Ii' an election to do so i5 pmvlded by Inll', 1 dlrecllllY
!i:xecutorsto clalmllllY expenses of admll)ISlI'lItlon of my estate liS Income lOX deducllons upon nli Income
lax relurn or tClurns wlwncvcr and 10 lhe cXlentthat In lhclr solc judgmcnl sucllactlollwill achieve nn
overall reducllon In the Income taxes and inherllanco, estate and succosslonlllxcs for Ihe bcnefil of my
Cl\(;\le IInJ the bcncflclnrloH lheroof, I further dil'cct lhat no compcllslltlng ndjuslmcllls ns belwoen Income
and prlt\clpnl ncco\lllls shall be required or made n~ a result of R\lch nctlons.
4 ~}~
/ t.:- ,1/,')." F'
l) ../" t-.~... t,
OOHHONWIA~TH OF PINNSY~VANIA
blPARTHINT OP RIVINUI
C-/'
*'
BUREAU OF INDIVIDUAL TAMes
11tI1~HI1AHtt I AM nlYIIIOH
nm, /aDDDI
IlARRIRlUNO, I'A 17US-DDDI
NOTICE OF INItERXTANCE TAM
APPRAIseHENT, ALLOWANeE OR DISALLOWANCE
OF DeDUCTIONS AND AssassHENT OF TAM
Ily.".,umlu,,,,
J WILLIAM WIDING III ESe
PO BOX 679
REAPING PA 19605
DATI
ISTATI OF
DATI OP DIATH
PUI NUH.IR
OOUNTY
AON
07.15.1998
BROWN
07-08-1997
21 97-0896
CUMBERLAND
101
A.ount Re"Uted
BARBARA
J
HAKI CHIOK PAYA.~I AND RIHIT PAYHINT TO'
REGISTER OF WILL5
CUMBERLAND 00 OOURT HOUSE
CARLISLE, PA 17015
CUT AI.ONQ THle ~INI ~ RITAIN ~OWIR PORTION POR YOUR RICCRDS ...
ft"K't:lI'4"f "1'lf"A~'II'"rrlr:n,)".i1~Yf61'"6'i.l'NAili'ff~1ld'i' Y"X'AjS~R1iii. llflf. At";"AL1."6'wll'N'6'i"W"... ................
DZIIAI:1.0WANCI ofi DIDUCTloNe AND A88lseHINT OP TAX .,
ISTATI OP BROWN BARBARA J PIl.I NC. 21 97-0896 ACN 101 DATI 07-18-1998
'TAM RITURN HAS I (X) AecePlID AS PILeD I) CHANCED
RISIRVATION OONOIRNINO PUTUR. INTIRleT . ellRIVIRel
APPRAlelD VAI.UI OP RITURN 8ASID ON, ORIGINAL RETURN
1, Reel Bltlte (sohedul1 A)
e. stookl end Bond,a ISohldUl. B)
&, Clol.l~ HIld stook/Plrtnerlhip Intere.t (So~edule C)
4, Hortsl,e,/Not.I, plto.iY.ble (Soh.dule D)
S. C.ah/S,nk Oapoalta/Hilo, P.raon.l Frop.rt~ ISoh.dUl. .e)
6, JointlN OW~d PropertN lsohedul. Fl
7, Trenlferl (sohedul. 0)
8, 'Toh1"AII.t.
III
leI
IBl
(4)
ISl
161
171
86iOOO,00
.00
.00
.00
78,B81.42
.00
.00
(8)
NOT81 T~ inlur. prop.r
oredit to ~our Itooount,
lub.it t~e upper portion
of thil for" with NoUr
hM peN...nt,
1611,881,42
APPROVID DIDUCTIONS AND IXIHPTIONS,
9, Funerd EMp.nleI/Ad", COlte/Hho, aMp_n.ea ISohedule HI 191 19,268,19
10, Oebh/Nortll.lle LiabU1UII/L1.na lsoh,dul. II ,\101 515. 615.96
11;. Total Deduotion. hi) _ ' BP . AR4 . , A
12. Htot Velull of TeM Return (12) 110,69'1,'27
11. cherlhbl./Ooy.rn"ant.lll.qullhJ Non-.hoted 9115 Truah lsoh.dul. J) (18) ,00
14, Nat V.lue of eatet. Sub.:Jeot to TeM., (14) 1l0,697ol~7
N01'l, If,lIIn 1II","III.ntw.. :I.'''llld P...V:l.ollUY, U,nl' 14, 18 .hd/a.. 16, 17 .nd 18 w:l.n
..enea1: f.:l.811.... th.'!: :l.nlUllde the 1:at.l of AlJ. ..e1:l.lI'lne .......d to d.t.,
ASSISSHINTOP TAX'
lS, Allo~t of Lin. U .t 8~du..l rah (1S) ,00 M ,00. .00
16, Allount of LAn. 14 teMabla.t Lin..lIChll A rete (16) 18,042,4/1 M ,06. 902,85
17. A.ount of Li~ 14 teMlbll1et coU.t.r.l/cl... Brat. (17) 98,6114,82 M . lB. 1(11548.22
18, prinolp.l ,T.M llUa (18) 15 . 280 , 77
TAX CRlblTe,
PA VHRNT
DATS
ReeUPT
NUHDER
D18COUNT (f)
INTRReST/PEN PAID 1'1
AHDUNT FAIO
O.
TOTAL TAX ORlblT
8ALANOI OP TAX DUI
ZNTIRIST AND PIN.
TOTAL DUI
15,250,77
,00
,00
,00'
M IF PAID AFTBR OATS INDICATBD,8s8 R8VUSB
FOR CALCULATION OF ADDITIONAL INTRRRST,
I IF TOTAL DUE 18 LESS THAN .1, NO PAYHENT IS REUUIRED,
IF TOTAL DUa lB RefLECTED AS A "CREDIT" ICR). YOU HAY liE DUE
A REFUND. SRE REVERSE srOE OF THIS FORH FOR INSTRUCTIONs,)
r<'I \; ,:(
..~ 1/1 )0;;
() ~~ ,
t-'"
1;':l -:-)
I.
!'.i \CJ
.-
',' ~ 'n
j ;Jj .q
~..;;) '.:h
tl &! ~ Ba
C!
R..aRymOlh
Bltatl, Qf deo.anh d~lnll on or blfare b.o.,ber 11, 1912 ... Sf 'nv futur. 'ntar..t Sn thl IIht. if tr""fltrad
'tn- pet"'IIIM ortnlovl.nt to 01". . (ctJU.tlriU bln,Uoh"S" of thl dIQ,d'nt "ftlt thl IMPlraUon of Inv ..tah for
Ufl or for ~I"r., hi co..onw,"1th h.r.~v IlCpr...h r...,.",,, thl r'lDht to IPpr"ht end .~.... tr..,'hr 1f\t\Ir1hnol TI)!..
at thl lawful el... I (0011,t,,,"ll rat. on anv .uoh futu,.e l~t'r..tl
PllAPO.a Ol'
HOflca,
PAYHl!HTI
To f\tlflU thl rlqulr,.,nt. of sloUon tl40 af thl ["h'rltlnol .nd Bltate TIM Aut, Aot 11 M \99a. (72 PIS.
RooU.. 91~0),
OtItlah- tht top parUon af thh NoUo. Ind .lIb.it with vour PIV..nt to thl R.gh~.,. of NUll print.d an thl rlVlr.. ,td..
..H.... oh.ok or .on.v ord.r p.v.bl. to, RROIBTSR OF HILLS. AOSNT '
OaJECTlIIH',
A refund of . t.M or.dit, which w.. not r,qullted ot! thl reM Return, aay b. r.qulltld bv Qc.pllUna In "AppUntlon
for R.f\lOd 0/ Ponn'Vly,01l Inh.rlt.no. Ind hht. T.." IRaY.I~IJ). . Appllolt1on. .rl '''lIobl. .t. the Olll..
0/ tl1<l R'lht.r 0/ WIlIo, O!l~ .f tho as R...nu. Olltrlot O/flO.., or bV o.lIlnl tho .p.ol.1 a4-hour
.n....r1nu ..rvl01 nu.blrt for for.. ordering, In Plnn,vlYlnla 1"800"562"1010, ouhldl p.nn.v1vanll and
within 100.1 H.rrhburA .ro. (711) 117-1094, TOO' C7171 na.uu ctlOlrlol l.p.lr.d OnIV).
Anv'partv in tnt.r.,t not I.tl,fl.d with thl .pprll,...nt, ,Ilowlno. or dl.allowlnc. af d.duotlon., ar ......aint
of t.. Clnoludl.. dl..OUDI or Int.r..t) "' .hown o~'thl, Notlo. .u.t obJ.ot "Ithln .I.I~ C60l d.V. 01 r...lpt 01
thl. Hollo. bVI
RaFUHO CCRI i
AOHIN
IITRATlY1!
CORRl!CTlIIHII
--writt.., prClt..tto thl PA b.part...,t of RI"lnUtl, BOlrd of AJlP..h, D.pt. ,eato2l, Ulrrllburg, PA, 17U'~lOU,
....l.oUc>>n to hlYI th, ..tttr dltar.lntd at audit of thl 1000unt of thl p.r.onl. r'Prllll1tlttlYI, OR
....~..1 to the Orphan.' court.
OR
JHT&mTi
,,_otull error. dlloay.rld on thh ........nt ,riduld bt .ddr....d 1" "l"jUn" tal PA Plplrt.."t ,af R.V.nu.,
aur.ou 0' IndlyldU.1 T...., ATTN' POlt l.......nt R..I.. Unll, oopl, la0601, Hlrrl.burl, PA 1711a.0601
Phone'(1l1) 717"6lD&. ,81' p.,,1 8,c)'f thl booklet "In.tNloUanl for JnhlrU.."nl TIW 'ltlturn for I R..ldlnt
nletdlrtt"' (REY"lOot) far In ')lpl.natla" of .dllnl.tr.tlY,l~ ear,.eotlbll, .rrorl,
If .....)1 tlM dOe '11 ,peid ",lth1nthrt. (5) u1'ndlr lonth.. tlfter the dlaldlnt'l de.th, I flV' plrotnt U'O dhopurl'tof
the tlM Pl1d h .11owld, '
Tho lokt.. .....tv non.p.rllolp.tlon p.n.ltv I. oooputod on.lh. tolll 0/ Ih. tl. IOd I"t.r..t .......d, end not
~.ldb.for. JtIn\i.i'~ U. 1996, thl firlt d.~ Iftlr the I"d of the tl)l "'nllt~ p,riod. Thh nan-plrUolp.tH:m
~","lh 1t ",plelable 1n till I'''' 1'""11" end 1n thl thl I.... U.e per10d el )IOU would appI.l the hM Ind 1nterut
th.t hi' 1>010 ....II.d .. Indlo.t.d on Ihlo notlo.,
Int.r..t 10 oh.rllOd b.olnnlht .wlth 11..1 d.v of d.llnqu.no., 0" nln. COJ .ohthi ond on' (Il dill./ro. Ih. d.t. of
q.ath, to tM dilt. OfP'~ltnt,t TaK.' wh1oh,b.o... dlUnq\Htnt blfore Jlnulrv 1, 1982 bill" 1nbr.., It the rite of
'.be, UlO perol"t plr IMUlOftlaUhted It. dIU" rIb of, .000164. AU \1)1" Whlohbeo... dlUnQUfnt, on and Ift,r
JlN'IUar~ 1, 1'82 wUl b..r 1"tlr..t at I rlt. ,wh1oh ",Ul Ylry f"(II o.l,ndlr y..t to aallndlr v..r with thlt rat.
MnOUOOld b)l t~ PA bePirt..~t of RIYlnu.., the IPpUalbl1 Inte,...t "lilt.. fO:,1' 19&2 throullh u9ierll
PJICOUHTI
P&HA~ TYI
- Int.,...t Rite 'DIUvlnht-..t Ploto" x.ur Interll.t Rat. ' O.Ul.' Inhr..t P*otCir
19aa lOX' ,aaOa41 1917 9X .000147
loal 16X ,0194Ja 1'68.1"1 IIX .ooom
'loa4 IIX .0 OJOI 1991 'X .OO02~1
19.. IIX .000U6 1'19S'199~ 7X ,000192
1'16 Uk .000274 1990-1991 'k .000147
--Ihtlr..t .. a,loul,teet II followll
INTlRllBT . 8ALANCB OF TAX UNPAID X HU"BSR OF DAYS DSLIHQUSNT X OAILY INTSRllBT FACTOR
....An~ Notlol h'YldaU,r ttit titM btOOMI dellhqutnt W111 ,..n,ot .11 Int.r.ltQ.loulltl~m to fift..n Uln dl~1
bt~ond thi dati of th. ........nt. tf p.v.ent II .lIIde .H.r the1nt,rllt OOllPutlUon d.tllhoWn on the
HoU.', ocldltl...1 Int.mt ....t be o.louliotod. '
~
"
Regllt.r of WillI of
CUMBllRLAND
county, PennsylvanIa
INveNTORY
&il.la of Barbara J , Brown
No, 21.9H'J896
~iO known ..
Oala of Oulh 07 /08/1997
,01lQ81188d Boolal SQcurl\y No, 413.02.8968
a n B S i a' a d I<i rthur lira
~nal Raprll88nt.Uv!l(a) of tha abova llatata, daollMad, verily th.llha nllfTlll' ippurlng In Ihe folloWing InvenloiY Inolude ~I ollhe
partonal _Ie wheravet attuale and ~I of Ihe raal Mlala In the conmonwe$llh 01 Pennaylvanla ollald Deoa<Mnl, thai lhe valuaUon
pl~d oppoalla uoh 111m at aald InvanloiY reprll88ntallalalr value M ot lhe dlla of lhe OllOldenl'a <Malh, end that OllOldanl owned
no rl~ IItlle ou\llda of the oonmonwa$llh 01 pannsylv.nla excapt Ihal which appellla In e memorlndum .1 Ihe ond at Ihla
InvanloiY, I Me vllllly thai Ihl .Iatomenta me<M In IhlslnvontoiY era lrue and caITllOt, IMa underlland th.llalae II.tomenta hareln
ilia m.dllu~11I01 10 Ih. penillllal 0118 Pa, o,S, SlaUon 480<1 rellllng to unllWorn fallllloeUon 10 aUlhorlllll,
Name of Jl William Widinl! , III, EaQ,
MarnlY'
I;O,No,1 30166
Mdrllll PIOI Bolt 679
Rudin!! . PA 19603.0679
Talephone, 610/478.2080
Pereonal Repreeentallve
Slgnllurel l<' '""he ~ ~ .0:;;:. Q.t Il
slgnliure, KDa~~s~v~ ~L ~j
" IUp Atthur Brown
Addr..., 1330 DoublinA Gap Rd.
Nawville , PA 17241
Telephone: 717 /776.9461
Dated:
D,eeoripllon
Value
, ,
,/
(See continuation page(a) atteohed)
'Al
(A1I80h IddIUon.~ .11"\8 " n_Ny)
Tolall
163,581,42
OTlll he emorendum 0 t.al iIlt.le outlllde thl conmonw~eJth 01 Pennsylvenla may, et\hlllaoUonol I I pereon ,aprlltOnlaUve,
lnoludll the value 01 eeah lIem, bulauoh nguret .hauld not be el!lended Into Ihe lotal 01 tho InvenloiY,
Pf'~&f'd by H'. Ptt'ltl.yl'l&nll "af Atnclatlcn
Omrllhll'!'''' tot. ."\war. only apayt't." In., Porno 'RW'1t'u.,