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.110 known III
PETITION FOR PROBATE and GRANT OF LETl'ERS
No. -2J::..9 '1 - 'l'i /
TOI
Roslflar or W1I1I ror tho
., f D<<faslfi, C::OWltyor OVMlllilu,ANn III tho
Social Slnirl(1 No, ,IM~~I-b241 c::ommonw,oallh or POlIlIIYIVIDla
Tho ptlitlO.\l or Illo Wldor.llIlod respoctruUy ropresmla thSll
YOUi' ptlitJOll, or<.), wbo Is, laro 18 YOUt or aao or oldor IlIlbo OXOQ\ltD\\8
in lho tait wU1 or tho aboYo docedmt, datod Mal 2
~d qodIoIJ(l) dal~ ' . ,Jt\NUAlIY ~ 1. 1996
ll&IIlod
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(11&11 telfYlllllllmlnu~, 1,1, tlounclldvQ, d.&lb vI IlI'GIUOr, 114.)
DOllODdont WIU dol!llqjJod at dealb In OUMBllHLANIl , co~' PlY~" wllh
h 78 I, ast rallllly or principal resld, enD..t, B 12 H~t-WllL A V llNUll,' ,~::(.(" ~, _
1.F.MOVNlr., P^ . t70la'\ . . .i~ t
. . (\11Im.. QllIIlbor alId IllllllclpaUl1)
Declllldont, thm 89 yeara or ala, dled November 3 , 19F
M" , .
BJecoptU rouow., d~mt dld not mam', wu Dot dlvorl;ed &lid dld not bayo a obDd bom or adoptod
attor OXOQUtJOD or th~w1U otrored rqr probatOI wu not Illo victim or a kl11Ina IlId was novar adJudlcatod
inl;:Ompotontl I A
DcoOIldmt at death oW1\ed property with <<sllmiUed values IU rouowll
(11 domlollod In Pl.) All pononal property
(1r Dot domlcUod, lit PL~ POrlonal proPI!'tY In PonnsYlYa.n!a
(It nOI domlcl1od,1n Pa. par, 10nal proPI!'tY In Collllty
Valuo or roal cstalo In , OIlIlSylva.nla
Atusted u roUO<Nt\
812 I UMMEL AVENUE. LEMOYNE. PA '.l/U43
S 576.000
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WlQ;lU!FOlU, pet.ltlODer(I) respocttul1y t' u03t i)'thil" robiUo''OT'tho-'\ih''wm''IIid''liodfClt(.)q ,,,,,-\. '"
pr<<StD\ocI borowllll lIld lbo &raI1t or totton...,. ' 'T Y
<lemolelll&l71 o.t..1ftl"t1ldoo "'1,0.' ~..I~ll'fIIdoa d.b,a,o.L..)
,thorOD.
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((.I(I?1 Q),d ~ ,i ,~illll j D. ~. t, .
ELIZABETH S, GALLAHlll\
h'l WATERSTREEr
JlRtliNIlSVILhli, '10m 21534
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH ,OF PENNSYLVANIA.}' 88
COUNTY OF DAUPHIN
Tho potltlonol'(l) sboY,o-n~ecl .wcar(s) or arnrm(.) Illat Illo .tatomtnts III tho toroaolna petltlon are
trUe lIld I;:One<< to lbo b<<st or lho knowledae lIld boUot or potItlODor(S) ,and that as pononal fOllf*,,"
tatlve(s) or the AboYO decodont potltlonot(s) wU1 woU IlId truly adln!.lUStor tho eat&lo accordlna to law.
DAUPlllN DEPOSIT IIANK ANn TR1.Hl'l' OOMPANY
Swom to or .tf1nn~ and iubscrlbod llY 1,1 } /(", I i },;..., ,( j. " I
bor ro mo lhl, '7+~\ ,_ day or { . ,VLl'''', l'Kl~bJl)~,~ '{ d1.tlS~ O!fl'IeElI.
. - -iYJ..~_~. _ I,"'?l 1/{({!l'ljJl.F_'~_V'J'J_JO(''I.J
. Ii tll}J,: ;,:I~J) ~Y\(hil:'~:.... "",t~i\,l,n'\, ~. 8~LLK'1l~lt
f ~ ReeLrter '
.. " ".' I...... I '; rclll'.'dl' '''1''''.1 1'111111 1111 llrigi"lll"'/Iili.:"" of d".lIh .III!): liI,-d wllh
Thl' h '" n'rill)' Ihill 11.1<' Il1olll,,",1"1I '11"'111,11.'1" I, ,1, II ~ ill' SI'III' VIIIIII(I'I'<lId, UIII,,' 101' p,'IIlIilll\'ll1 111,111\'
!.tfl'ill Hq_dsIlHI', The tH'lldoal l'l'I'ldl('lIlt. wi l{ (ll\\,\H tl , ("
WARNING: ilia IIlflgal to dupllOlllo thlaoopv bV photostat or photogruph,
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_n~_'<~~u_.~<_ ~'N~~
NOV II 1 1997
;".___'_.__".__-,--"oh _... ....T._~.
11,11"
OOMMONWIALTH OF PINHSVLVANIA , OIPARTMSNT OP HIALTH , VITAL RIOORD8
CIlRTIFIOATE OF DEATH .
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On 11'1, bull ol'''/I'Iln.llon 111410' In.'III"lIem. In mt olllntl1n, duth IKcufI,d.1 1M IInl'. dIll, 'lfd pI"" fM dUllo Iht U\llll" ,nd I I I DI~i/ I i I 6, , . hl"'L1 / D "^ r. /'1C I
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A. I give ~n~ bequlath one-h~lf thereof unto my d~~hter,
Eliz~beth L. a~llaher, providing she S\.lrvives me by sixty
(60) d~ys.
B. I give ~nd bequeath the other, one-h~lf of the residue of my
Estate unto my grandchildren, Katrina Friend,' Kathleen
Lovellss, Krista A. yones and aeorge Atkinson, Jr., in equal
sh~res. '
,r Q.
Should my said daughter, Elizabeth L. aallaher' predecease me or
die on or before the sixtieth day f,ollcwinCjJ my death, then ~nd in th~t
event, I CjJive ~nd bequeath the residue of my flstata ~s follows I .
A. I give and bequeath one-fifth of the rellidue, of my Estate
unto my son-in-law I John Gall~her, providing he survives me
by sixty (60) days. '
Shl:luld my said son-in-law predecease ,me or di, on Qr befer!!
the sixtieth day following my death, then ~nd in that event
I give ~nd bequeath the share of my Estate to which he would
have been entitled had he survived me by sixty (eo) dllYs
unto my grandchildren, Katdna Friend, Kathleen Lovel,ss,
Krist~ A. JOnes ~nd aeorCjJe Atkinson, Jr., in equal shares.
B. I CjJive and, bequeath the other four-fifths of the residue of
my Estate unto my grandchildren, Katrina Friend, Kathleen
Loveless, Krista A. Jones and George Atkinson, Jr., in equal
shares. .,
C. Should any of my grandchUdr,l1n predecease me, ,then and i,n
that event I ,I give~nd bequeath the share of my residuary
est~te to which she or he would have been entitled had she
or he ,survived me unto her or his surviving spouse. Should
she or he leave no spouse surviving, then and in th~t event,
I give ~nd beque~th the share, of tile residue of myestat~, to .
which my deceased CjJr~ndchild would have been entitled had
she 01;' he survived me untohel;' or his issue, and in default
of issue to my Ilurviving gl;'andohildren in equal shares.
7.
All federal, state, and other death ,taxell payable p.caulle of my
death, with respect to th, property forming my gross, estate for tax.
purposes, whether 1:11;' not pas~j,ng undel;' this Will, inoluding any interest
or penalty imposed in connection with such taMI shall be considered II part
of the expense of the administration of my Estate and shall be paid out of
the residue hereof without apportionment or riCjJht of reimbursement.
8.
I hel;'eby nominate and appoint my said daUghter, Elizabeth L.
Qallaher, EMeoutr1x of this my ,Last Will and Testament. Shoult'l my
;l!
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INHeRITANCe TAX ReTURN
ReSIDeNT DBceDeNT
(TO BB !'ILID IN DUPLICATB
I!
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Rnv, 1100 n~ '(7.94)
nltIJ. w~t DBMH mnR 11101 OHEOK liERE
VA lllTI901AIMRD '.
FILII NUMBBA
2197-0951
R
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COM~~~XI1'W~'lftil\liJW~~ANIA
HAnRISR8lill ,~k'~1i8'080 I
OBO~tlENT'R NAM~ (LARI, FIRRT, AND MIDDLB INlTlALl
Sm!lo W!11ard L.
ROOIAL RBOURITY NUMPSR DATE OP onMH
166-01.0241 11/03/1997
DATR OF nlRTH
09/15/1906
COU T co
DRORDBNT'R OOMPLIlTR AOORUR
612 H4mmo1 Avem~o
I.omoyno, PA 1.70/13
Oo.nl Oumber land
(IP APPLloAnLB) RUnVIVINQ RPOURB'R NAMR (LAST,PIR8T AND MIDOLR INITIAL! ROCIAL REOURITY NUMnRn
U B
AMDUNT RRCl\lIVBO (UB INRTRUDTlONR)
" 0.00
Original Aetum
Llmlled ellate
rnJ I,
LI,
Remainder Retum
(Iordaln 01 dealh prior to 12,13-I2)
Pederaleatale TaK Return "'equlred
TOlal Number 01 aefe Peoolll Box"
mOD::
II
2. aupplemenlal RelUm
4a. FuMe Interll' compromise
(for dales 01 daalh all" 12-12-B2)
Deceden' Died Tnlala CID 7, Decedent Malnlalned a 1.lvlng TrUll
Mach 00 of Will ("'"ch a copy of TruD')
ALL cOA ISPONDIINCB AND CONPIDII riAL TAlllNPOAMA IoN SHOULD SII 01 IICTII!) TOI
NAMR COMPLRTB MAILINo ADPRUR
Sue Mauer Dauph!n Depos!t Bank and Trust Oompany
TBLRPHONBNUMIUR 213 Market Stroet
25 . 0 ' ardnb . 1 10
,Aea Ilalt cha ult A
I, Slocka and BondI (Schedul. a)
3, Clolely Held SlooklPanntrlhlp Inleresl (Schedule C)
4. Mongagaa and Nollie Rtotlvable (Schedulll D) (4)
I. Cash, aahk Depoeltl & Mllctllaneoul PIlIonal Property (6eh.~) (I)
e, Jolnlly Owntd Proptny(Schedula P) (e)
7. Tranllt" (Sch.dult Q) (Schedula L) (7)
I, TOlal Ora.. A..ell (Iolal Linn 1-7) -
t, puneral Exptnsel, Admlnlllrallve Celli, MllcellanloUI (t)
~xpen.es (Schsdul. H)
10, D.~II,Mo~gag. Llablllllll, Llenl (Schldule I)
11, Tolal D'ducllons (Iotal Lln.. S & 10)
1a, Nt' Valut 01 eSla'. (Lint B mlnu. Line 11)
13, Charltabl. and'Governmental atqullIII (Soh.dule J)
14. Ne Valu. Su~ eol 10 Tax Lln. 12 mlnul Lln. 13}
18. Spousel Tranllera (for dalll of d.ath afl.r 0-30-94)
S.. Inllruellonl for Appllcabl. Peresnlagt on page 2,
(lnclud. valu.. from Schtdulll K or Schtdult M,)
11. Amounl of Line 14 laKable al B'I, ral.
(lncludll valuallrom Seh.dul. K or Schedult M,)
11. Amount of Line 14 taKabl. al 10% ralt
(Includ. valu.. from SehlldUle K or SchtdUlt M,)
le, Principal taK dut (Add tlX from Line 16, 10 and \7.)
It, Crsdlll/Sp Poveny prior Paymenll Ollcount
0.00+ 31,050.00 + _1.,950.00
20. II Lint 1SIItUlor Ihan Line 18, enlll Iht dlllerenc. on Line 20. This Is Ihs OVBAPAYMBNT.
IB ,0 C .Ck,h.,.1l OU'" u.t,ln ."nllo ouloVer a ani.
11. II Line ,18 Is g"al81 Ihan Llna 1S, onlet Iht dlllllllnce on Line 21, Thlslllht TAX DUB.
A, ~nttr Iho Inle"" on th. b.lanct du. on Llna 21 A.
S, ~ntllr Ihlllotal 01 Lint 21 and 2lA on Lint 21B, Thll IIlhs SALANCB DUll,
akOt tbllottloro la.1
" ... SIl SURB TO ANSWlIlI ALL QUSSTIONS ON PA I. AND TO AICHBCK MATH ~ ~
.rpen. 1,10 PII rj, . .", IVI.lttm",u,Utn,M ng,oeomp.nynoIC I !,II" .I.menl,aa . · O.my now. all I,' rue.
CC"ICt Ind complltl. d"cl,,"lhst SIl'OII..1111 h..o..n ,spollld 1111.1 tn.t~'1 vsl.l, Olcl".\lon 01 prop"" olhOt Ih.n Ihl p,,,.ol14lropr,,"nl"llvtl.o.ood en sllln'orm,.tlon 01
whIch prep.r,' hU'ny knowledge. - - - - '
81 NATUAB~PP8R80NARRPON8IeLBFORPlLINQABTURN ~1; ~:~k~~ Stroet d~-t l?lcU'L&A'.{'
.)..9t.A H~ Hiirrl~'bUrii;'Pi\'Tiiar"--"""'''''':~''-''
RBOFPRbPARBROTHBATHAN"EPAilRBNTATlVa Dauphin Depoeit Bank Iii Trust Company
213 Matkot Street
j-fa'rr iiiburii;' pi\ - - i'iiar - -,... - -.. - - -"" -' - - -' - --
Form 1100 (Atv. J.t4)
I
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698 ,772.20
None
None
16,063.07
None
-0.
(I)
52 ,293.85
11,663.01
(10)
(11)
(1a)
(13)
14
(11)
0.00 X
.
(18)
720,398.41. X .06.
~
(11)
0,.00 X ,16 ·
(11)
Inl,,"t
(1')
(10)
-
(11)
(alA)
(alB)
copytl~h' (o) 1994 form lol\w.re ani)' OP8yllt1ml,lno.
777.355.27
56 , 956 .86
720 , 398.41
720398.41
0.00
113 .223.90
0.00
43,223.90
39 ,000,00
9,00
4,223,90
0,00
4,223.90
DATb
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DATR
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OOMQ_.MhYANIA
SOHBDULB H
PUNBRAL eXPBNSB8,
ADMINISTRATiVe COSTS AND
RRV .1111 R~ , (7,881
Willard L, Sm110
ITIM
NUM81
A,
8,
O.
1
2
3
4
5
6
1
166.01.02111 H O~ 1997
DISCAIPTION
SS
1
2
Pun"aIIKptnR'"
Kathloon Loveless
Re!mbursoment for Funeral. Lunoh
Parthemore Funeral Home . Funoral Exponse
1.
Aamlnl.lrRllve OORI" "
Pallonal Rtp"..ntallvt Commlulonl Dauphin Dapos it !lank and Trust Co,
Socl.1 S.cUrlly Numb.r.of Ptl80nal Repr...nlallVGI - 23 .1938833
Year Commlnlonl paid
I,
Sunday 't. Sunday
Marney F..s
3,
FamilY ~K.mp\lon
Claimant
Addr... of r;Jlalmanl al dtcedtRI's d.ath
Slr..t Addr..,
CIIY
Slate
Zip Code
Relationship
4,
Roaieter of Wills
Probate Pen
MllcellaneouR Ixpenual
Oredit Plus Solutions Group . Cradit Report
Cumbedand ,County Reahter 'of Wills . Ooet of One Short:
, Certifi.oate
Oumbsrland Law Journal. Ooet of Advertloing and Proof of
PubHootio'n
Dauph!n County Register of Wills - Adminiator Oath to Exeoutors
Hopb!e Auotioneers lno, - Appraisal of Household Effeoto
Mark E. Hillber.t & Assooiates . Appralaal. of Real. Estato
.Patr!ot News Company - Oost of Advertising and proof of
PubHol\ticm
Total of Continuation Sohsdu1e s
TOTAL (Allo Inltr on lint 9, Rte. lIulallon
(II mor. 'pRcRla n"a.a, Inllr\ aaalllontl Ih.,l, of umt lilt,
copy,lghl (0) 1"4 'A'''' ,oflw,r. only OPOY"''''_' Inc.
2197.0951
AMOUNT
101. 2 7
7,393.50
24,949,28
18 I 711. 96
1152.,50
35.00
3.00
60.00
15.00
150.00
250~00
165,73
6.61
. 2 293.85
Par", llOOsohldul. H(A'v. 7-811
k WIU.rd L. S,mite,>' . (Settlor) of Lemoyne, PIIM, sylvllnln, hereby trnnsfer to
Vlluphin Deposit Bw and Trust Compllny' (hereinafter CIIUed the Trustee), a
PeonsylvlInla bank and trust compllnY,lluch property as may be delivered
cOl\temporaneouely herewllh, or at such tllne or lIm~s herealter, to b. held In Trust
as followsl .
FIRSTI Dleposltlv. ProvielolU For My p.n.flt . Durtng my Uf.tim.l
A" All of the n.t Income shl\1I bepl\ld to me lit lellst qunrterly or shall be paid o,r
ac~mulatedand ndded to principal, asl may direct in wrltingl
P', As much of the principal 1181 may from time to time request In writing shall
be paid. to me, or as. I may oth~rwlse dlrectl .
C, It, 1l\ the TrUstee's oplnlon. 111m at IIny time unll\:1le to IIct or to apply the
p,aymenta to my own best Interestlll\d advllntagel the Trustee mllY IIpply
alrecU)' for my benefit as much of the Income anel/or prlndplllll8 the TNstee
mllY, from time to time, deem approprlllte for my welfare, comfort, support or
emergency needs, directly and wlthout the intervention of a guardian, and may
IIdd to prfnclpl\1 as much of the Income as the Trustee deems IIdvl8llble,
0, 1'rustee shll11 keep tl1!ellnd correct books of accountl which books of account
shall at all reasonabfe times be oplln to the inspection 01 Settlor or his duly
appointed representative, Trustee shalllllso quarterly render Settlqr a detailed
statement showing all receipts and disbursements on account of the trust estate
and the manner and form In which the lntst estate Is Investlld at the time of the
rendltiortof such statement. ' ,
SECONDI Dispositive Provision, After My Death. Upoh my death while the
trust continues, the Trustee shall pay the then.rema1~Lng principal and Income to
my Executor or Administrator for disposition as pllrt of my Estllte, '
THI,RD1Rlght to Revoke a,nd Am, end, ,I reserve the right to revoke or amend this
trust, In whole or In part, at any time and from time to fUn" by an Instrument In
writing, delivered to the Trustee IInd Intended to take effect during my IlfeUme'
except that the duties, powers and lIablllties of the Trustee shall not be clianged
without Hs written consent, The Trustee reBerves the right, at any time ~pon thirty
(30) days advllnce written notice to me, to resign the trust and deliver the trust
estille to me, after deducting therefrom Ils(ees a.nd any expenses then due an~
pRyable,
,
.
FOURTHI AdditiON to Trueh Subject to the approval of the Truet.., either I or '
MY other entity may add property, real and personBl, to the principal of thie truet,
FII'THI Tnutee',Powenlln addltlun to the powere gflmted hy law, myrrust..
aha I. I have the fOllowing dltl:retlonary powere,appllcaple to. prlhclpaland Income,
which shall be exerclellble without leave of court and shall continue until
dletrlbutlon Ie alll\lally made:
A. To l\cc.pt and retain any or all p'ro~rty. lit any time hereafter delivered or In
any o. ther ma. nner hereafter acqulrea,.liIclualng IItock or other lIIC1,.1rltlea of the
Trust.e, or of a holding company controUlng'tneTruetee) .
8. To Invest In all forms of property (Including, but not by way. of limitation,
real eetnt., a11tv1:lee of IItoc\<.8, bonde, options, and partlclp~tto'" In common
trust funds and money market fundll); without being conTlned to Investmentll
pre~rlbed by statute and without being required to dlversUy;
C. To buy Investments at a premium or discount;
D. To hold property unregistered or In the name of a nominee;
B. To give proxies, both ministerial and discretionary;
F. To compromise claims;
G. To join In any merger, consolld"t1on, reorgllnJutlon, votlng trust plan, or
other concerted action of security holders, ancfto delegllte discretionary duties
with rllspect thereto)
H. To borrow from Dauphin Deposit Blink and Trust Company or from others,
and to pledge real or perso.nal property as security tI\t~refl)r; to loan cash or .
securltres upon sue,h ferms and conditIons as ttlls\ees deem ,appropriate.
I. To seU at public or private Sllle for cash or credit or partlv for each to
exchat,ge;to Improve or to lease for any f'l!rlod of time, any real or personal
properfy: and to give options for sales, exchanges, or leases, .
, ,I
J. To aUocate any property received or chllrge Incurred to ~rlnclpal or Income
or pllrtly. to each, wllhout being obliged to apply the usual rules of trust
accounting; , '
K. To distribute In cash or In kind or partly 11\ each; .
,
L. To retain any part or aU of my business Interests held In \his Trust as long as
the Trustile consIders It advisable to do SO) and to conduct,lIlone or with others,
any such business In which Il\m engaged, with aU the powere of an owner or
wl\h respect thereto/Including the power to delegate discretionary duties to
others and to pay aaequllte compensation to any such person; to Invest other
properly In sucli buslriess, and to Incorporate It or change Its form. '1'hls power
Includes the right to tlll<e all approp'rlate I\ctlons to prevent, IdentifY., or respond
to ActU1I1 or threatened violations of any e1wlronmel\tallaw or regulation'
thereunder.
\//
-.-'-..-,
B.
1 'il1vI and b4Iq\.leath cn__"-U llhenoC""
~~ia::~. L., aallaher:, pr:ovldlno; .he ~lv.i'_
I .9ivl and beqUlath the othe.1:' one-haH oj! the r:ea1due of my
IItatl unto my ;r:andchildr:en, Katr:ins rr:1end, Kathleen
Lovlle", Krista A. Jones and CleOt:'jle Atkinson, Jr:. I 1n equal
.hare..
A.
6.
~
Should my aaid dau;hter:, Il1lizabeth t.. aallaher pl:'edecelllle me 01:'
dil on 01:' befol:'l the .ixUeth day following my death, thin and in that
Ivent, I give and bequeath the residue of my Il1state as follows' .
A. l' givI and bequeath one-fifth of the residue of my matat"
unto my son-in-law, John Gallaher, providing he 'Ul:'ViVIlS me
by sixty (60) days.
Should my said son-in-law pt'lidecease me or die on 01:' before
the sixt.ieth day followin\! my death, then and in that Ivent
I ;ive and bequeath the share .of wy Estate to which he would
have been entitled had he survived me by sixty (60) days
unto my ;r.andchildr:en, Katdna Il'riend, Kathleen Loveless,
Krista A. Jones and George Atkinson, JI:'., in equal shal:'es.
,
a. I give and bequeath the other four-fifths of the residue of
my Estate unto my srandohildren, Katdns !'t'iend, Kathleen
Loveless, Krista A. Jones and GeOt:'jle Atkinson, JI:'., in equal
shares.
c. Should any of my grandohildl:'en predecease me, then and in
that event, I give and bequeath the share of my residuary
estate to which she or he would have been entitled had she
or he sUl:'Vived me unto her or his sUl:'Viving spouse. Should
she or he leave no a(?Cluse SUl:'vivil19' then and in that event,
I ;ive and. bequeath the shal:'e of the l:'esidue of my estate to
whioh my deceased grandohild would hllve been enti tled had
al'le or: he SUl:'Vived me unto her 01:' his issue, snd in default
of issue to my sut'Viving gl:'andchildren in equal shares..
7.
All fedel:'al, state, and other dellth taxeS payable because of mv
death I with l;'IBpect to the pl:'Opll:'ty forming my gross estate for talC
pI1rpOae" whether 0,," not passing undel:' this Will, inclUding any interest
or penalty imposed in connection with such t/1l(, shall be consider:ed a part
of the eXpllUMl of the administration of my Estate and shall be paid out of
thl l;'ee1dUe herllOf without appot:l:ionment or t:ight of reirrburBement. -_,.,:,1;
e.
1 ..hereby l'lOllIinate and appoint m:r' said daU'ilhter, Elizabeth L. , .
8llecul:rix of thie Ill'/ Last: Will and orestament:... ShOUld lIIJr'.I.~.,,-
_ "_'''~''':',''':'_' ,__" '::'-'''9;S'.::',:'':';,-,':,-~:::' ~"';;. .,R~"-;'..,_
,_" .~;f;:'"""1,~4,-f;';'~~T:4rmM-'.':~~-;-;;;!'~~"":.'''''
--- .-.........---.--..........--.,---.--.-.------..-....' -
Decedent Confirmation
.it4
Nllmo
Soollll Security No
Dllte of Dellth
. WlIIlIrd L. SmllllY
. 166.01.0241
. 11/03/97
De ~rlptlon Account Account AGGount
AGuunt No, 79596))9
Auount Type CheoklnK
Date open.d or I"Ue~ 08/28/64
Data Cloled or Matund
Oat, or Onth BalanGe' $10,703.90
PLVS PLUS PLVS PI<US
Oate or O,ath AGGrued Int. $3,9\
Joint Ownm (Ir any) None
Oate ot Joint. Ownmhlp
Special Commentsl N/A
, ,
Dato Preporedl Oecombcr 3, 1997
Prepored bYI Amy L, Holvor
(Rcv 8/%6/97)
Pugol 2
':'
second
floor
bedroom
11-
OffIce -
Bath -
Back
bedroom
12 -
White hospital enamelware ""....................$2.00
Balance of Items In room ...."............"......,,$5.00
Three piece waterfall bedroom set ........".$90.00
contents, mIsc. blankets ...................$1.00
emPlreCheS1:, mahogany veneer ...............$75.00
Mahogany. Phllco radio-record player, not
workin~ ,.......,...........,.....,...,..........,.....$10.00
Plank chair With newer paInt ......................$20.00
WIndsor stYle sack b.ack chair ..................,..$15,00
BOX household glassware .........................".$5.00
Oak .mlsslon stYle three shelf bookcase .....$'25,00
Books .... ...,....... ........,................. ...................,$1.00
Signature air conditioner .............."............$10,00
Closet, heater ........"......................................$1.00
WoN 11 unIform Shirts ................."...$2.00 ,
Balance of Items In room .............................$'2.00 .
~neled '5' curved roll top des~, 48" ......".$150.00
contents - Inkwell and scale .......,.............::$20.00
old smaller advertIsing & desk
ttems ,............................iI..925.OO
military medals ............;............;$10.00
football asl:way .........................$6,00
old pencil sharpener ..........."....$6.00
uratech 1'1 (smalll ................,,,...$5.00
personalltems-".........,................$ . 0 .
three old glasses In case ......."..$20.00
balance of Items ..................."...$5,00
Three drawer oak file cabInet .............."......$76,00
contents personal ....,..............;......"....$ - 0 -
empire Chest, mahogany ....;.....,............".....$90,00
contents, sheetS & towels "..........",,,..$6.00
upholstered couch ...",....,.......,..."......"........,$ .0 -
Closet, mise. storage, sweeper, wClrn rug ",,$ - 0 .
Towels ............ ;,.., ".........................,......" ..".....$2 .00
Balance personal Items ............................,,,,,,$ - o.
Anglo-persian rug, worn (9 X 12)"..........""..,,$6,00
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. .' Four Piece walnut bed set, home made
" ;' circa 1945 .............,............."...................$100.00
. contents, tall chest ................................$ · 0 .
cressertop, clockSr flashllghtr box &,
contents, Hy;rometElr ......................~...$15.00
contents, clothes and storage .............$ . 0 .
vanity oontents, mIsc. storage ......................;$5.00
Plank chair. painted ...."....................,.:..,..,..,.,.$10.00
Maple chair ...........................................ot...........$1.00
Air conditioner,'........ ~t""" ......,..... .........,...........$20.00
Wood wardrobe .........tt...t.....t.......................".$?s.OO
contents, pants and belts .....................$.0.
Closet, clothes ......_..,........................................$ .. 0 .
No-name N .".n"....'.....I.t'..............."...."...........$10.00
TWO clocks ....,',.....~.........fI.............,~,..It.ItIt........S5.00
Button collection In Velvet tobacco tin .:.......$10.00
Balance of Items In room .....,...........................$5.00
Hall - Montgomery ward humidIfier, damage ........$5.00
Anglo-persian rug, 2X3, .....................................$5.00
card, table ......,.t,....,.....,....t..t..,ti.....t......,......~..,,$1.00
School photO/1924 ..,..,........"....".".........,........$5.00
/'J' it.
, First floor
~Iocks -
111 Ithlca dual face calendar wall clock
dated 1866, walnut wI ,fancy trim,
approx. 5' t,all .................................$450,00
121 Home made wag.on.wall with, large '
pendulum & single weight ............$75.00
131 Herschede mantle clock, curve top ........$45:00
141 Transition wall clock refinished walnut
wI carving & painted glaSS (one,
pane replaced) ,;..............................$100.00
151 sesSIons mantle cIQck, curved top ..........$45.00
161 a,N. Welsh 00 wall Clock, replaced glass .$75.00
First floor
front room.Brass floor lamp .........................,........................$20~OO
Rad1o-pho nograph .... ,. t.,.... ..... t,t. It,.... ...... .......... ,$1.00
Oooseneck rocker, upholstered ......,..................$10.00
TWO upholstered chairs, nice condition ............$10.00
Brass and glass floor lamp ..................................;$5,00
RR print, approx. 2S'X20. .......................,'.............$20,00
"NeW Cumberland" print ..............................,.......$20.00
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Bath .
Kitchen.
Walnut three leg Duncan Phyfestvle lamp table $25.00
Pine onedrawernlghtstand ..~......"..........,...........$90.00
O'sk rocker ................,... ...,.....................,................,516.00
Balance of Items In room .""........."........................$5.00
.,
Telephone stand and chair ..........,,,.............,.........$20.00
upholstered chair and c.ouch ................................$5.00
ReA console T\J ,,,..,,....................u..........................,.S15.00
Charcoal tv!)e print of a home .....".......................$S'OO
Currier print, .Catherlne. .".........."..............,.........$55.00
Ja panese prl nt ,...................,...... I',.,.". 1,.," .,.,., ...... ...61 0.00.
SYlvania VIdeo Player "....""....................................$20.00
RefinIshed pine dry sink wI shelf ,..........................$200.00
contents, books, misc. ....-..."........"...............$5.00
BI nocu Is rs ,. :"4 ,.u.. .t.......' ,,'1""'" 1,.., u., ,.. It. ~,,,. ""..., ....$5.00
Walnut lamp table ....................."."...,.........."..,,,....$25.00
chrgme 'floor lamp ..,.........,........................1,..........,..$5,00
~ast supper paint by number .................................$1.00
RR PictUre ,tttt"",t. ,..~t""" ..tttt,.. ,.. 't"""" ,... ,., ... ,...' " ...$5.00
Pootstool .. 't....... '''''' ~..,...u..tt"~' ,.,'..."........ ."., ."........$5.00
Brass floor: lamp ..~i..H......tt'...""....,.."........,,"",..,....$10.00
Balance of Items In room ..........................,.............$5.00
Personal Items and storage ....................."..............$ . 0 .
Pine 11ft slant top deSk wI top ..."..................,.........$175.00
Contents, books, supplies, personal .............$10.00
upper cabinets, Johnson Bros. damaged every
day ware & glaSS, some Japanese smallS, etc. $30.00
Three pes, pattern glass ......"'........................$10.00
~()wer cablnets,tJllsc. everyday Kitchen storage ...$30,00
D,'awer Of older wooden handled Items ......$15.00
Contents of counters, radiO, misc. .........................,$10,00
PIne JellY cupboard, refinished ..............................,,$200.00
contents, misc. storage and personal ...........$ .0.
Wood la dder..... ...... ......,... 'It""..,. .u...",....." ..,~.. ..........$2 .00
WhirlPool Refrigerator ........................,.,.................,,$90.00
Kenm ore. gas ;ra nge . ,~t',......, ,.,. .." ""., ...., ..,..".."... ,.,.,.-.$1 0,00
spice Chest, manufactured ....."..............,.................$10.00
Form I ca,breakfast 'set .It ....,:..... It... n....".... It It. ....' .......530.00
Oenre p rl nt .,It., It.. ..,. ...,.. ~"HI'" i i. ...,tt............1t iI" ...........520.00
Ava ntl' -Ch est freezer ."............. ..., "I' ,. ...... .t.t.t, ...., ,.."...$30.00
'. ... $500
Three photos, framed .,.........,......u"........"................ .
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Register of Wills of
OUMDERI.AND
County. Pennsylvania
INVENTORY
~elal.ol WUlurd L. SmUey
No, 2197.0951
allo known at
,
Pal. 01 D..th 1.1/03/1997
,O.c....d Soclnl Stcurlly No, 166.01.021,1
Dauph!n DIIPos!t Bank & Trust 00. and Elh:aboth S. Gallaher,
P.rson.1 R.prt..nlallv.(.) of the above ellate, d.c....d, verily Ihallhe Iltml appearing In Ihelollowlng Inv.nlory Include all ollh.
personal an.le wherev.r Iltuat. tnd all ollht ,..1 ealal. In Ih. Commonweallh 01 P.nnsylvanla 01 uld Dtc.denl, thallhe valuallon
,pl.c.d oppolll' ..oh IItm of eald Invtnlory rtpres.nle III lAir value as of Iht date oltht Dtced.nl'e d..th, and Ihal Dectdenl own.d
no ,.al tllalt oUlslde of th. Commonweallh of P.nnlylvanl. ,xclplthal which appeare In a memorandum allh. end ollhll
Inv.nlory, IlWt verity Ihal lh. 11.lemtnts made In Ihls Invlnlory art true and corlecl, IlWt underlland Ihall.l.. stalemtnle herein
art madl IUb/IlCIIO Iht p.nallltl 01 18 Pa, C.S, S,cllon 4804 rtlallng 10 unlworn lalllllcallon In authorlll... '
Nafnt of Jllll lam Sunday, ESQu 1 ro SlgnalUlt'
A"orney'
I,D, No.1 06354 Blgneture'
Addrt.., ' 39 \lest Maln Street Addrtl.,
Meohanlosburg, PA 17055.6320 Harrisburg, PA 17101.
Ttl.phont' 717/766 - 9622 Tellphone, 717 /255.2051
Paled,
Dllorlpllon
Valull
p.~
g,
If, .
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F
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(See oontlnuatlon page(s) attached)
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(A"ach addlllonallh..ls II ntctluryl
Tolal:
777 ;1,55,27
OT 'Tht emora" um of rea tllalt oUllldtlht Commonweahh 0 tnnlylvanla msy, ntl t t eClIo" 01 I . p.reonal reprtltnlaUvt,
h\clud. th. v.lut of lach hem, bUI ,Iuoh figural ehould not be ..Iend.d InlO lh. 10lal ollh. Inv.nlory.
prepllld by Ih. P.nnoyIVlnl.IU, A....'"I.n
Oopy,lghl(.) ,egl f.,m..f1wlltlDnly CPRy'llm., Inc. P.,m*IIW.7I'H21
, ' '
"AKI OHICK PAYAI~I AND ~IMIT PAYMINT TOI
REGISTER OF WILLS
CUMBER~ANIl CO COURT HOUSE
cAR~ISLE, PA 17013
nUT A~ONG THI8 ~IHI ~ RITAIN~OWIR PORTION POR YOUR RIOORDS 4
flW: lIli""i'l<"AJ'rli .nr:o'Y.NoYflii".6'.i1iAilit'fAiJ'6i.Ytil.'A1SIl~AYillfiilr;.Att.cSQAll'6..b1f'" ..............
, DISALLOWANOI OF DIDUOTlO"S ANIl AssassHINT OF TAll
ISTATI OP SMI~EY WILLARD . L PILI NO. 21~7.0961 AON 101 DATI 09-28-1~9Q
TAX RETURN WAS I (X) ACCEPTlD All FILEb ()CHANOED
RISIRVATlON CONCIR~INO FUTURll!inRleT ~. BIl RIVIRel
APPRA1SID VALUI .OP AITURN IABlD ONI ORIGINA~RETURN
1, Roel E.teta (SQhedula A)
2. StoQ~e and lond.'(lohldule I)
5, Clo.aly Held Stock/Partner.hip Intare.t (Son-dule C)
4'. Hortpllae/Not.. Reoaiilllble (SQhtd~le D)
I, Ceeh/l~ DepQlite/Hi.Q. Ptrlonel Property (Sohedul. E)
6, Joi~tlY OWned Proparty (Soh.d~lt F)
7. Tre~lf.r. (SQh.d~le 0)
a, Totel Altett
APPROVID DIDUCTIONS AND IllIMPTION81
9. F~ner.l BKponeo./AdII. COlh/HhQ., EMpone._ (Sohtdulo H) (9)
10. Do~h/Hortlltp LiabUiUt./U.n. (Soh.dull I) no) 4,663.01
11, Totol DedUQUC~t' I (11) 116 . Q 116.96 .
12, Ntt Vol~o Qf TaM II.turn (12) 720,398.41
U. ch.rhliblt/OovarNlenhl aoqu..hl Non'.loQhd 911& Tru.h (Ioheckllt J) (111) .00
14, NIt Val\l1Qf lot.to SUbjtQt to TaM (141 720,398,41
NOTII If.n ........nt. W" illUld prIVi0UI~Y.' ~in'l 14, 11..nd/or 16,,17 end 18 will
refllot figur.. th.t inolUde the tQtal af ~ r.~urnl .......d to d.t..
ASSI88MINT OP TAll.
18, AMount of Li~e 14 et Spo~tol rote (181 ,00 X .00. .00
16. AMount of Lin.14 toMablo et Linool/Cla.. A roh (161 720,398.41 X' 06. 43,223.90
17, AMO\Jnt of LiM 14 taMtbll at cQUettrollCl... a,reta (17) .00 X .15. .00
la, PrinQiP.l Tox D~O (181 43,223.90
TAll ORIDIT81
PAVHENT
DATI
1< 2/1. . 'I
I--J. If)
aUREAU OP IHDIVIDUAL TAXEa
IHI"'RIUNCE TAK DIVISION
IlEPT. 1806DI
NlRRISIURO. PA 171~I.0601
OOMMONWIA~TH OP PINN8Y~VANIA
DIPARTHINT OP RIVINUI
NOTICE OF INHEIIITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DBDUCTIONS AND ASSESSHENT OF TAM
II
H
09-28.1998
S"'H EY
11.03.1997
21 97.0951
CUMBERLAND
101
Aaount R.tllit~ed
'~Je :<1' 3U
';1 :' I
DATI
ISTATI OP
DATI OP DIATH
PI~I NUHIIR
COUNTY
ACN
SUE MAUERV
DAUPHIN IlEP~S1T
213' MARKET ST
HARRISBURG
BANK
LJL:.'li
PA lMlll
d
,\
(1 )
(2)
IS)
(~I
lSl
161
(7)
62,500.00
698.772',-20
.00
,DO
16.083i07
.00
lDO
(SI
52,293,85
RECIIPT
HUtllIER
DIBCOUNT (+)
XHTEREST/PEN PAID (-I
.0
,00
AHOUNT PAID
TOTA~ TAX ORIDIT
IA~ANOI OP TAll DUI
lNTIRIST AND PIN.
TOTAL DUI
c..!..#
*'
m.un U In In.m
WILLARD
L
HOTEl To in.urt proper
or.dit to your ..oount,
.vbMit t~ upper portion
of thi. for_ with your
ttX pel'!'l.~t,
777,385.27
43,223.90
.00
.00
,00
M IF FAID AFTER DATE tNDICATID, 8bb REVEIISE
FOR CALCULATION OF ADOITIONAL INTERE8T,
( IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREon" ICRI, YOU HAY BE DUE
A REFUND. 8EE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS,)
PIMl'CIIlllll'
IfllllCCI
PAVIlIIITI
To fUlfill \ht r.qUlr...nh of I,ollon II~~ Cbl of th. Inh.rlt."o. .nd Bot.h..T.. Aot, Aot II of I'U,
(11 P.I. I..llon '1.1l~,
Illt..h 1M '\01> portion of this 110110' III1<l .ubolt with vour p.v"nt to th. R..ht" of Nllh print'" on tht
rlVlr.. .ide-, ' ,
-. 1ItlI, oh.ok ~r ,Oh'V orllor p.VtIll. tOI llBOlPTBR OF "lLLll, AOBHT.
~. C~Rll A r.fund of . t.. or.dll'''V btl requt.t.d bv eotPl.tlne.. "APPllo.tlon for Refund ofP.nh'Vlvonl,
InhtrlttnO. ~'a.t.t. T.x', (RBV'lllll. APPllo.tlon. .r. .volltlll..t th. Offlo. Of tho R'II.t.rof NIII.,
IlnV of the II R.V'"", ohtdot om... or fro, tht ....rt..nt'. I.~h.ur II1..orlno ..rvlo. """tro for f.r.. ord"IRfI
In P"""VIV..I. l.an'IU-,IO,O, o.t.ld. P.nh.VIV",I. lOf1d wlthlnlooel florrhbU" or.. "111 167.a094,
TDOI (nn 11l-l1l. ("'orlhOI",.I"d llnlulo
Anv p.rtv In Int....t not ..tl.fl.d with tho ........n\ of t.. ., .hown on 'Ihl. notlo. "'V .bl.ot within
.Ixtv C601 IIoV. of r.o.lpt of thl. Hotlo. bVI
'-.rltt.. prot..t t. the PA ....rt..nt of R,v.nut, lo.rd .f A~"I., b.pt. lalOll, H.rrl.bur., PA 171.1,1011, DR
--.llOtlflll t. hov. tho ..thr d.hrrl,Iltd It .OOIt,.f tho .or.on.1 rlftr..",U,II.I/' DR
'~"""'I t. tht br.hon.' 'court.,,' i'
08JllOTlOMlI
IllItlN'
lI!RATIVI! ,
(:ORRtlOTlOMlI
PIIlALTVI
ItmRIlOTI
PlOt",l,orr... dho.v..... on thll ........nt .hOUld b. tddr....d In .rltlno tOl' PI b",..t_t .f R.VIln\lt.
IUr.tu .f lndl.ldy,1 T...., ATTN. P..t A.......nt R.vl.. Unit, b.pt. la060l, Htrrl.bur., 'PI 1111"0'01,
~ (1111 7a7'0101. a.. p... I.f th.bookl.t "In.truotlon. for lOh.rlt,no. T.. R.turn for I R..ldint
pIoodont" CRBY-laOll for.. IMPlthllllon of edllnl.lr.tlv.lv oorr..tlbl' .rror.,
'j';
.Tht IlK t.. """"tv non-p.rtlolp.llon It.n.lty I. .o.put.d on Ih. tol.1 of th. t.. tnd Int.~..t ......od, Ind not
p.,d btlfo.. ""u"y ,., Ut6, th., first dlv 'f,tor tht ,""of tho It. _..tv p"lo.1t Thh non-portlolpollon
",",It V ~,,,p..ltbl' In tho .... I,"".r ond In Ih' th. .... tl.. p.rl.d .. vou would ~..I tlltt.. tnd Int.r..t,
thot hIl. bIlln ......lld "' Indlo.t.d~n thl. notloll,
for dIlt.. .f d"th on'.r .ft" 10'1-01, ..nn.Vlv..l. a.tet. T" b...d ~n, tho hlllrU aotot. T..
..Nrn btl..... cltllnq"'nt .t tho ..plr.tlon .f nino lO~l ..nth. fro. tho u.h of clteth.
~or clttnof d..th pttor to 10'NI. "nn"ylvonl. a~t.t. T,X b..lld on th. Plld.r.1 ~.tlt.T'K ..turn
lito.... cltllllil\lont " tho .xpl..llon of .11lh1..ll (Ill ..nth. froo tho dot. of d"th. "
r.x.. whiCh lito... dtllnqu.nt btfor. J'hu.r~ I, 10lt b..r Int.r..t .t th. r.t. of.l. COK) por.tnt Plr .....
'.'louI.t'" .t I d.lI~ r.t. of .00016'1. All t.... whl.h btlo... 'd.lInqu.nt on or, tltll' J_.ry I, I.oat will btltr
Intor..t .t o rote whl.h will v.rv froo ool.nd.r vo.r to o.l.nu.r V..r with th.t r.t. ,""o"".'d bv tho PA
Dtpdrt.-nt ~f R'v'nut. Tho "ppll...I. Int.r..t r.t.. for 19a1 thr.uPll 190. or..
V..r 'Int.~..t R.t. b.llv Inl.r..t PIDlor V.ar Int.rp.,t _ Rite ..ll~ Int....t. FlOtor
,-
I9It 'IOK . OOOl~a loa7 O~ .OOOM?
" I'U "lOX ,000,'1 10""1191 1IX ,000501
I'" 1IX ,OOOJOI 199t e~ .00ot'l1
19U I~K .000116 1995'199. 1~ .800101
10116 .. 'O~ .000t7~ 1005'\0" e~ .COot'l1
"Int.r..! 1,.'I..I.t.d .. follo..\
INTIllBlT . PALANCB OP TAM UNPAID N HUK8S. OF DAVa 08LINQU.HT K DAILV .IHT.RBlT PACTOR
"AnV Notlco I....d ,ft.r tho t'K b...... d.llnquont .111 rofl..t on Int.r..t ..I.uI.II.n to flft,," lllfusv.
btlvond tho d.tll of tho .........t. If P'VH/lt to l.cIt .ft'r tho Il\t....t o",,",t,Uol1 d.t. .hO.... on tho
NotlOl, IIddltl~I1.1 Int....t ....t btl o.I~.I.t..., .
!,
d'
GAH1S..(lND LOSSES ON SALES OR OTHER DtS~ostTtONS/VRINCtP(lL
Gain Loss
1~~O~01-27 4,04'1.48~4 shares Mst'ketveat
E'unqs tnQ. tntebnedhte US
Government lJond Fund "5~3
Net: Prooeeds 40,000,00
Fiq. (loq. Value 39,919.11 80,89 ,0,00
1998~07-16 3,272,727 shares ARK U,S,
Government Bonq Port fol.lo
Net Prooeeqs 32,400.00
Fiq, Aoq, Value 32,301,81 98,19 O.qo
1998-07-17 1,630.728 shares ARK PA Tax
" Free Port foUo
Net Prooeeds 16,649,13
Fid, Aoq, Value 16,584,50, 65,23 0,00
1998-07-17 9,907,6006 shares ARK U,S,
Government Bond Portfolio
Net Prooeeds 97, 986,17
Fid. Aoq, Value 97,788,02 198,15 0,00
1998-07-17 5,636.649 shares Templeton
Growth FUnd Cl-I MlOl
Net Prooeeqs 117,242,30
Fiq. (leg. Value 113,115,27 4,127,03 0,00
1998-10-16 .f55 shara First UniM
CQrporation
Net Prooeeds 12.88
Ii'id, /log, Value 11,62 1. 26 0,00
5
RECLUI PTS O~' INCOME
D.l,viclsnds I
1997~12-02 Msvketvest l"unds PA Munioipal 37.19
Bond Fund ~B91,
1997~12-02 Marketvsst l"unde Ino, 570.26
Intsrmediate US Ooverllment
Bond l"und ~593
1997~12-30 Ma,ketvest l"unds PA Munioipal 1,30
Bond l"und #591
1997~12-31 Marketvsstl"unds PA Mllnic.l,psl 61,11
Bond l"lln'Ci ~591
1997~12~31 Marketvest l"unds lno, 930,66
Intevmediate US Govevnment
Bond Fund ~593
1990-01-27 Marketvest b'unds PA Munioipal. 19.15
Bond l"und #591
1998"01-27 MaVketvest l"uncta Inc, 32,20
lntermecthte us G<Jvernment
Bond l"und #593
1998-01;"27 Marketvest l"uncts Inc, 209,81
Intermediate US Government
BOhd l"und #593
1999~02-03 Marketvsst l"uncts PA MunIoipal 61.30
Bon'd Fund #591
If
1998-02-03 Markstvest l"unds Inc. 8 36.03
Intermediate, us Govevnment
aond l"und #593
1996,j03-0~ Marketvestl"unde PA Munidpal 54.37
Bond Fund #591
1999-03-03 MarketVsst l"unds Inc. 632,43
Ihtermediate US Government
Bond l"und #593
1999-03-20 Marketvest l"llnds PA Municipal 36,69
Bond Fund #591
,
1990-03-20 Marketvest l"uncts Inc. 484.38
Intermediate US Government
Bond Fund #593
"
'1990~04~06 ARK PA Tax l"ree PortfoUo 17,89
1998-04-06 ARK,U,S. Government Bond 191,52
Por.tfolio
16
f'
~999-a5-a~ MK PIITlIx ~rQe Port folio %.!i5
~ 999-.05-.04 I\RK I),S, Government Bond 639.2.0
I?ort folio
1999-C6-al ARK PII 1'axFree POt't folio 58,16
1999~C6-al I\RK U,S, Government Ilond 656,79
'l?ortfoUo
1990~07 -a 1 I\RK pp. ,\,ax Free PortfoUo 55.50
199a-C7"a~ ARK U, S , Government aond 637,.06
Portfolio
1990-.00-.0) ARK PA Tax ~ree PorHoUo 29,62
1998-.00-.03 ARK U.S, Government aond 34.0,97
I?ort folio
...........-...-....--..... 6,73B.22
Intereet I
1997-11-26
Received from Willard Smiley
Trust Account - Oloeing
tnterest
2,2.0
. 1997-12-02
1997-12-22
capital Reserve Account
9.51
Dauphin Deposit Bank and Trust
Company checking Account
*19-596339
4. .03
1997-l2~31 Capital Reserve /lccount 17".0.0
'1990-.02-.02 capital Reserve Account 16.15
1990-.03-.02 Capital Reserve Account 29,.06
1999-.04-.02 capital Reserve Acoount 34.74
1999-.05-.01 capital Reserve /lcoount 31. 11
1990-.06-.01 Capit'at' Reserve }\Coount 34.aS
1998-.07-.01 Ark Money Market Fund 2.5,9
1998-.07-.01' I.'." 32,98
capital Reserve /locount
1990~a8-.o3 /Irk Mo~ey Market E'und 542.73
1990-.09-.01 Ark Money Market E'und 1,.084.85
1998-1.0-.01 /Irk Money Market E'und 1,.049,45
17
1990-11-02 A.k Money Mark~t Fuhd
1990-1I!.01 Ark Money Ma.ket Fund
1999-01-04 . AL'k Money Ma.ket Fund
1999-02-01 Ark Mohey Ma.ket Fund
1999-03-01 A.k Mon~y Ma.ket Fund
1999-04-01 A.k Honey Ma.ket Fund
,Total Raoei~ta of Income
18
1,026.20
1,071,07
1,235,10
1,'199,1'/
1;036.39
1,1>19,45
j"
9,600,74
-...._--~_...._......
16,346,96
.."'totM"'''''''''PI''''''''Il:iI.1III