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IJKI'ITION I<'OR ItROIIA'n: llnd (;RANT 01<' u:rnms
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"our IwtititllH.:I'(j), wlln 10,/(11\' IK Yl'ill\ llf age or oldL'!' aUlhl',I,'\l'l'lIlOlC' " - ,--.-------- named
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I:\l,,'l'pt a" 1'011\1""'\, dl'I.'l'cklll did not marry, \Va'. Ilul divorced alld did not IH\\'(' U l.'hild horn ot-ti(~)ptcd
nftl.'r l'\l'l'Ulioll uf I Ill' will Onl'II,'d for pmhalL': was 1l011hl' VIl'Iitn nl" a killing and \\'a"lIH'\'cr adjudil:uted
illl'Ollllll'll'lll: . ._u.-________
Dl'l'l'l\lkllt al lkalh {lwlJl'd pl'tlpl'IIY willll''.til1!:llCd valul''' a<., fllllows:
(If dOl1,kibl in I'll,) All p<'r,ol1,,1 properl~
(I r not dOlllkikd in PH, I Pl'l'-'ional property ill Pl'llllsylvania
(1Il\nl dOllliL'ikd 11\ 1'<1,) I'l:rsollal prllpL'rty ill COUlll~
Valul' {If !Tall''>ltlll' III Pl,Ill\....~I\'allla
sil 11111 I'll ", 10110"',: itl() JJ f.-
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WIILRI'.HlHl'" petitiol1er('/'! respcelfl1lly, reqlle"(s) the proh"le 01 Ihe lasl will and codicll(s)
pre"'!lted "1'rl'lI'il" "!I" Ih,' ~ralll 01 Ieller\ tr....(.~Ji;~:F'.... ....___.._.u.._.u________..._~
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OAn~ 01<' PEI{SONAL RElJRESENTAT!VE
COMMONWEALlIl OF I'ENNSVLVANIA
COli ~I\' 01,' Cl.(Jy\ 13{1~LI\1'It)
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TilL' 1K'lillplIl'rb,1 illhl\'t'-Il:UIIl'd ",wl'ar('i) lH anirl1l(q 111111 till' 'itatl'IllL'lIh ill the r~lrcgoing petition me
trill' and l'(J['ll',:1 III till' he...! 1IltllL' ~'HI,'kdl--!e Hilt! hl'hd Ill' IWlitiolll'r(S) and that as personal rcprcson.
11lti\'L'(',j (II' I hI.' ahUH' ~k~'l'd1..'HI pClitin!H'l(<'" will well and truly adllllllhtL'r IhL' ('Slate m'l'nrding to law,
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IOGM fl(GISrHAI1'S CUlllrICA' ION Of DEATH
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01 CIOIlIII (July Iilod will, Iii" ,,!! LUCill HU'llslrm. TIi" 0111,111"11 ,,"/1,(".;;11(' Will lJo lorwilrclocllo tho
Slalo Vllill f1occJlCI" Off,,:!, 1111 p<J"n'"IUllllillrl(j
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LAST WIr.L AND TEsTAMENT
I, MIRIAM II. ROEPER, of tho City of Beth lehem, Northampton
cqunty, Pennsylvania, beinq of sound minc1, momory and understand-
ing, do hereby revoke all wills and codicils, as wall as any and
all letters, testaments, writings, and other instruments of a
testamentary na ture, herot.a fore made by lI\e, and do horoby make,
publish and declare; this to be my Last Wi 11 and 'l'estament, 1n mann r
and form following:
FIRST: I order and direct t.hat all my just debts, funeral
expenses, and the costs and expenses of the administ.ration of my
estate, be paid as soon after my death as shall be practicable. I
also order and direct. that all inheritance, transfer and estate
taxes, duties or charqes owing on or with respect to the property
comprising my gross estate for tax purposes, whether or not such
property passes under this my Last Will and Testament, shall be
paid and discharged out of the property passinq under this my
Last will and Testament as part of the expenses of the administra-
tion of my estate.
SECOND: All the rest, residue and remainder of my estate,
real, personal, and mixed, of whatsoever kind or nature and
wheresoever situate, of which I may die seized or FQSsessed or
to which I may be entitled at the time of my decease, I give,
devise, and bequeath unto my beloved husband, PAUL S, ROEDER, if
he shall sruvive me, and I hereby nominate, constitute, and
appoint my said husband, PAUL S. ROEDER, the Executor of this my
Last Will and Testament,
THIRD: In t.he event that my said husband, PAUL S. ROEDER,
shall not survive me, then I make the following disposition of my
estate:
tlLLU"E . GILLESPIE
"1TO"Mnl AT tAW
AI.,LlM,QWN. 'U"A,
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A, I give, devise and bequeath untC' my grand-
daughters, SALLY VICKNER of Emmaus, Pennsylvania and SUSAN SWAHZ 0
Westfield, New ;rersey, or the survivor of them, all of my silver-
ware. They are to uhoose amonq themselves any items they so
desire,
B. I give, devise and bequeath unt.o nlY son, PAUL S.
ROEDER~ JR., my silver service, my dining room suite, and any
rug of his choice,
C, I give, devise and bequeath all of my other
personal belongings and furniture to my grandchildren SALLY VICKNE ,
of Emmaus, Pennsylvania and SUSAN SWARZ of Westfield, New Jersey
and ROBERT BOWDEN of New York, New York, My said grandchildren
shall choose among themselves what articles and items they so
desire and any items not so chosen hy my grandehildren shall then
be disposed of by my hereinafter named Executor.
D. All of the rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever kind or nature
and wheresoever situate, of which I may die seized or possessed
or to which I may be entitled at the time of my decease, I give,
devise and bequeath, as follows:
a, 50% to my son, PAUL S, ROEDER, Jr., and
in the event that my son PAUL S, ROEDER, Jr. should predecease
me, I give, devise and bequeath his share unto his issue, share
and share alike.
b, 50% thereof to my grandchildren, SALLY
VIKNER, SUSAN SWARZ AND ROBERT BOWDEN. In the event that any
members of this class should predecease me, I direct that their:
share shall. be paid unto their spouse. In the event that they
should die wit.h no spouse surviving, I direct that their share
shall be paid unto their issue, In the event that they should die
G1LLIIPIE . GILLESPIE
"11'OtliNIYI AT LAW
ALLlMTOWN, 'INNA,
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.",.",..,,,,, ~~!. REV-1500
COMMON~~SYIV'NI^ INHERITANCE TAX RETURN
I~PMllMENI Of RlNHIIJE
II I< :1[1'1 ~~~,' ~I RESIDENT DECEDENT
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[11 Original RotolO [] 2 SUPoIOrnOn",1 Rolllrn (] 1 Remalndor Rehlfn!""'''''''''''' \1"""
o 4, Umlled E,I.lo [] 4. Flft",e Ilflole,1 CompfOmlso ,",'""'" ""' \1.\1.," m I. Fedoral E,lato Tax Rotum R"'lflred
o 6. Deeedenl Died Te,tate I"""'" ,IW'I [] 7 Decedont Maintained a living Trust !"""Of" "'10111 -. . 6 T 01" Nlfmoor 01 Salo Deposit Bo,.'
o 9 Litlgatinn Proceed' Received [] 10 SI~lflSal POierty Credit,,,,,,,,,.,,,,,,,,""" \1)1.91 00' ,.,911 [] II Eleelll)nlo tn' lIn(l.. See 91 13(AII''" " ,<." 01
THIS SECTION MUST BE COMPLETEo:ALLCORRESPONDENCE IIND CONFIDENTIAL T ilK INFORMATION SHOU[i)jjE DIRECTED TO:
fW,"----- - -- ct>,",L1Il"'''.'NGArlllii'''------------------
PAUL S, ROEDER, JIt,
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fIECIIANICSBitI~~, PI); l/O?8:
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FIRMN:iME III ~~ablel
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1. Real Eslale (Schedule A)
(1)
(2)
1 0 4 '2.
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B 7 0
0
I 9 9 6
0
0
2 Sloe" and Bonds (Sched'lle B)
3. Closely He~ COljloralion,Partne"'hlp or Sole.Proprteloffihlp (3)
4 Mortgages & Note, Receivable (Schedule D) (4)
5. Cash, Ban, Deposits & Mi,cellaneou, Pe",onal Property (5)
Z (ScheduIoE)
0 6. Jointly OWned Property (Schedul. FI (6)
5 7. Inter-VivOS Trans!e", & M),cellar,eou, Non-Probat. property (I)
:J (Schedule G or L)
t: 6. Total Oro" 11..'11 (Iotal Lines 1,7)
Cl.
<l{ 9 Funer.1 E'pen..' & Admlnistrallvo Costs (Schedule HI (9)
U
W
a: 10. Debls 01 Decedent. Mortgage L1abililleS, & Lien, (Schedule I) (10)
11. Total Dlducllonlllotal Une, 9 & 10)
,1 2 3
(8) $
1 1 , B 2 6
9 1 3 6 4
(11)
12 Nel Value.1 Elllle (Line B minus Line 11) (12)
13 Charitable .nd Governmental Bequests/See 9113 Tru,ts lor which an elecllon 10 ,,, has nol been (13)
mede (Schodule J)
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14. Nel Value Sublecl to Tex (Line 12 minus Line 13)
15. Amounlot line 14ta'n~
at lhe spousal tax. rate I I
See inslluctions on feversa side lor applicable poroontago
16. Amounl alline 14ta,nble
at6%rale 1 1 I, 6 11 0 9
17 _ Amount 01 line 14 taxable
0115% rate
x ,15
x .0
9 7
, ,06
16. Tax Due
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o 0
7 9
o 0 ~u
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o 0
4 7
o 0
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1167,201,26
(14)
9 0
:I 9
2 1 9 1 .2 9
I , LI 6 I I 0 9 ,9 7
0 ,() 0
I 1 4 6 I I 0 9 '9 7
0 .() ()
6 B , 7 6 b ,6 ()
() .() 0
--
6 B I 7 6 6 '6 0
(15)
(16)
(17)
(16)
19 e
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
,I,;,;;"~ ,;""""" 01 ,"i"~ ,,,,,,,~, "rail h,,' ",m,m,' lh" re'''''', ,,,,'""iI, ""~"p,,,,mQ "hoJ"'" ,,," .,,',,'~""~ ,,," 10 Ih, ""I 01 "" '''''.''''10 ,,,,'I."" ,,,;;;;;;:-;:;;;"";;.;;dc;,,,,,101o ,,,,,,, ",," 01 pml""" "II,m
~1!'f\I~";f'I'.!kona\ rCOlC5011lahvols !)asoo2!U!!!JII'OImatl{Jnol\ljhich~rotlal!(~\~ kl\ow!Qili1!L.- .-----------
SIGNAillRE OF PERSON RESr NSIBLE FOR FILING RETURN I /11 /J",.:DDRE~ _ _ DATC
_'/J 'J ~t !:t/J)i)Pf-1 IIJ/PltvxF~/J.v74 Ii l'Id5"~' _t-J/ -'1 S
SIGNATU E OF PREPA REPRESENTATIVE ADDRESS fl f DATE
l?.!E~,C!-~~t'~g()f!1P.I.lltll Address: _
HlHH 1 Al~~'U"\
_~..~LllELLML1!lU V Ii. .n.....
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CITY -----~~~~~~~~~~l;~~~.~==---=----t~,~~-J;-^ __~F 17055
Tax Payments and Credits:
1. Ta' Due (Pago \ L1l1ulB)
2, Credit./Paymunl.
A. spollsal PovOIty Credil
Il Prior Paymonl'
G, Dlscounl
(1) $6a, 766,60
0.(1)
~I1.:C1iQQ~]:0__=~
_' ._:1-,2..5.(L.0.0----
Tolal G'adUs (A' 8. G) (2)
6B ,325 ,00
3,
IntorosVPAnally if appllcablfl
D,lnlerosl
E. Ponally
TolallllleresllPonalty (D' E )
II line 2 is grealer Ihallllne \ .lllIe 3, enler IlIe dlfforellce. Thi.I.lhe OVERPAYMENT,
Check bOk on Page 1 Line 1910 requalt a rafund
II line 1 . line 31s grealer IlIalllln. 2, onlollllo u,fforoncIJ. Till' i$lho TAX DUE.
A. Enler the Inlere.1 on Ihe la' due,
0.00
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(3) ___JLJlJL-
(4)
1141,6ii~-
4,
5
(5)
(5A)
n no
441.60
8, Enler the lolal 01 Line 5 . 5A. This Is Ihe BALANCE DUE. (58) .
Make Check Pa able to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent mako a Iran,far and;
a, retain Ihe use or Income of tha property Iransferred: ... ......................................
b, retain the rlghl to designate who shell US" the propelty transferred or its Income: .,
c, retain a reversionary Inleresl, or... .,..............,. .......... ....
d, recelva the promise for life of either paymenls, beneflls or care? ........., ..............
2, If death occurred on or before Docember 12, 1982, did decedent within two years
pracedlng dealh transler property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent Iransfer propelly within one yeal of death without
racelvlng adequate consideration? ............. . [J
3. Old decedent own an "Intrust for" or payable upon deatll bank accounl or ,ecurlty
al his or her dealh?.. . ., [J
4, Old decedent own an Individual rolllemonl account. annuity, or olhor non.probale property? ... 0
Ves
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No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOll MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
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~"""rr.,u:~j,"'"'''''',\,lIlm~tIJM ,.~t'..",'1i,'''';...ff,'.IIK''''_j.,1,1'lI<~\:l<,''"I~\\lI',!.,'wr'''eh...,',.... "'. .., ,:"' 'i.
72 PS, ~9116 (a) (1,1) (i) provided for Ihe roduction oflhe lax rate imposed on the net value of transfers 10 or for Ihe use of the
surviving spouse from 6% to 3% for dalos 01 dealh on or aller ,Iuiy 1, 1994 and belore January 1, 1995,
72 P,S, ~9116 (a) (1,1) (Ii) providod lor the reduction oflhe rate imposed on tile nel valuu of Iran.lerslo or for Ihe USe of the surviving
spouse from 3% to 0% for dales 01 dealll on or after JanualY 1, 1995. The statute ~.o_"'H\Q.L~xenJP! a Irallsfer 10 a surviving spouse
from tax, and the stalulory requiremenls lor disclosure 01 assels and filing a tax relurn are stili applicable even If the survlvirg spouse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTE;R JANUARY 1, 1995 - Please answor the foliowing question by placing an ","In tile
appropriate space,
Old the decedent create a Irusl or aim liar arrangement which 10 solely for Ihe surviving spo"oe's boneflllor his or her entire
lifetime? Yes [J No liJ
If you answered yes 10 the above quesllon, the tax ollllle Irusl or similar arrangement is postponed unllllhe doalh of IlIe second
spouse, at which time II will be lully taxablo at tile ralo(s) applicable to tho remainder beneflciary(les). Enler tile val,," of IlIe trust on
Schedule J, Part II, In order 10 remove II fromlhe calculallon of IlIe tax due in tllis eslalo. VOll may wislllo file Schedulo 0 In order to
make the elacllon available under Secllon 9113. If Ihe elocllon ir. made,lhe IllIsl or similar arrangernenlls laxed ,n tllo eslale of IlIe
flret decedent spouse, Iho porllon of the Irllslm similar alron90menl whiet, benefils Ihe surviving spollse is taxed al tho ZOIO lax rale,
and the remainder is taked allhe role(s) applicable 10 lI,e I!1lllainder boneficla!)'(ios). II you chooso 10 mako Ihe olecllon, youlnusl
attach Schedule 0 10 a lI111ely.filod la' relurn, along w,llI Schedule(s) K andlor M in order 10 show tI'" apporllor"nonl 01 IlIe trusl or
similar arrangemenl botweenthe SUrvlVlrl\l spOllse and 1I1e lemainder beneficlary!los)
Afl/.I.'iOJ tKt (A.!lt'l .....'~
'\\," ,"
';:',{1,~
{', 1"'.1,,11'.'111 >\I!H 1,1 rUIII','(l'I~,thl\
It'lilf!(llld-V.I lAX Iii (l'ltH
IH)IllUH !.lr-Cf-ml}r
SCHEDULE, B
;i'fOCKS AND UONDS
\
uflLENUMillR
211)70955
EstATE or
N1 ItI Mt II, 1l0IWI':R
(AII-~'~;~;;\I'I~I"tly-o...n~d with RiQhl of SII,vlvo",hlp ,"".1 b. dl"ic...d 0" S.h.dul. f,l
-"~iJi~ER'r' .. ......... p- .. ... D;'5CRIPTlOI~ . .....-
811S. eo~t. ~1I\RCK & CO., I NC,
811S, COM, NEVADA I'O\vl':R CO.
.'.n'~~'
I. L,BOO
2, 200
3. 800
4. 600
5. 149
6.
7,
8,
9.
10.
11.
12,
13,
14.
15.
16.
300
.100
3,000
700
VALUE AT DAH
OF DEAHl
-.--,--.~'"----. .o,_.~__..m'_'_
(el $93.0625 $167,5.12,50
22.46B75 11,1193,75
22.71B75 18,175,00
23,25 13,950.00
2B,3125 4,21B.56
SIIS, 1'1'&1, RIISOUltCI':S, INC,
SII3, POTOMAC ELRCTllIC POWEll CO,
SIIS, PUULIC SERVICE ENTERPRISE
GROU P, !lvC,
S113. UI,ACKHOCK INCO~n: 'I'lL, INC. 6.90625
8118. EMI\RGING MARKETS FLOATING 14.84375
RATE FUND, INC.
S1I3, IIIGII INCO~n: ADVANTAGE 6,11375
THUST SUI
SlIS. MFS CIIARTER INCOME TRUST Sill 9,71875
9.1,6B75
1,422,4901 811S. ~lI\NTORINCmll>: FUND, INC.
1,200,2109 SlIS. PUTNAM INTERMEDIATE GOV'T,
I. NCO~II>: '[,IIUST S B I
4,000
7,46875
SIIS. HCM STRA'n:GIC GLOBAL GOV 'T. 11:. 0625
FUND, INC.
321.8023 SIIS, TE~IPLI':TON E~IERGING MAllKETS 12.1875
INCOME FUND, I Ne.
998
160
SlIS, NUVln:N 8EI,ECT HAT, ~IUNleIPAL 11.1875
FUND SUI
S1I3. USX CORP.eOM.eONV.PFD(6.5%) 47.59375
4,2L,6.285 S1I8, EATON VANCI': ~IUNICIPAT. TRUST 10.87
1'1\ TAX Fln:1I
17, 979,858 S1I3. PUTNMI CONVERTIBLE I NC. , 23.37
GIlO\vTII 'fRUST CL. B
18. 6,397,727 SIIS. PUTNAM IIIGII YIELD THUST C I" B 12.93
19. 12,053,322 SIIS. PUTNMl I NCO~II\ FUND, INC. 7,10
CLASS 1\
2,071.88
1,484.38
18,562.50
6,803.13
13,658,58
8,964.08
44,250,00
3,921.97
11,165,13
7,615.00
46,157.12
22,899,28
82,1100.29
[\ 5 I 578 ,. 5 9
---_._---_...~--_._--.~._.~._-~-,.,~- _._~..._- - ,---- - ".---.' .,-.-.----_.. . .
-------~.._-~~_._~------ ...
_.u T()T"L (Allo_,".". on IIn..3..R."'I'~vlolio-"l.._...___... S
(I( mlll'f' Iprrrf' i~ I)f'l'(/rll illlrrl rrdrlilinllrJ! dl(l("~ or ~(1fl1fl \iHl.l
~~~~
COMMQNWfAUH 0' PENH~VlVANIA
INNI~IlANCllAX RIlU~N
~IlIUIN! DICIDIN!
mATeO"F" ".." . . u ..
rUH1MI II, IWIWEI(
iAil;'!'p;rtv.T~~~~iv:!~~~.~~f!.~,!~~- ~~~~!_~f .~.~f~I_~-;!'~hIP mUll. b~___~I~(.I~_~_~_~__a" 5~~!_~~1. !.t.
.IV.I~O'tx. (Ull
ITEM
NUMBER
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
..... ..PI.'"D P!.lnl ~rTte.om".m.
FilE NUMBER
219709')5
______ ___'n.H'__"'_'_ -.-.-.. -------------.
__._~._._.,._k_~~_..~___...
-----_........"~-~-~-_.~--_.. ~ ,---- ,.~-.------_.. -,
....---- .......-.- - _.,.--'-~_.~-". ."----. "', ,---.------"
DESCRIPTION
VALUE AT
DATE OF DEATH
.. ...---------, -_._--~ -..----..----.--- _._.,~.,--_....-.----'--""
."__~.__._ _......__._. ,,_.__~...._.____.._..___.....____.__' .,n_,___ ..
MONI';Y f1^,lKli;T FUND-S~11 'I'll BARNEY
:~ [\,1169,51
UNITS
1. , -"1--
2 , 1.
3 , 1
4 , 1.
'5'. 1
6, 1.
7 . 1
8 , 1.
CI.,UB 50 CHECKIN(; ^CCOUNT CORESTATES BANK
937.68
24,021,93
23,633,70
CAPITA\, GIWWI'II ACCOUNT
CERTIFICATE OP DEPOSIT NO,I~42-73
KEYSTONE SAVINGS ASSOCIATION
CERTIPICATE OP DEPOSIT NO,I-42-3758
KEYSTONE SAVINGS ASSOCIATION
16,637,87
CERTIFICATE OP DEPOSIT NO,I-42-4725
KEYSTONE SAVINGS ASSOCIATION
CERTIFICA~E OF DEPOSIT NO,1-42-3696
KEYSTONE SAVINGS ASSOCIATION
39,895,78
10,000.00
CLOTHES & BELONGINGS
4.00.00
,I
TOT~L lAlla enl.r on line 5, R.coplluloll~nl S.lJ.h 996 ,_ 4 7 _._~
-
(AlIach additional BY," X W' ,h."" If more tpo(e is needed.)
UV-I~lI Ut 1/-"1
SCHEDULE H
1I~~p:~~ FUNERAL EXPENSES,
WMM{)Nwr"'~': ();~r""mV^"'A ADMINISTRATIVE COSTS AND
INII\~:L^r'~\r,,'t/rl~~:l:'" MISCELLANEOUS EXPENSES PI.aJe Print 01 TVPo
:;;::~;'A;,~.~nO~'''~.'~~"O:''HION . . -_~~~'~'r"~AMOUN'
A. Pun8lal E"pen.u,
1, (u
(I>
(c
U;S'rJo:R S, PEAIISON FUNERAL II()~II~, INC.
PLOWERS FOil FUNEIIAL 11-26-97
WI':NZ, CO. ,I NC, .. GHAVJo: NAHKI~H \{['1'1I INSTALLATION
(I'D, )-11\-91\ & 5-31-9B)
1.
B. Admlnl.llatlve CoIIII
2.
3.
4.
C.
1.
2,
3.
4.
5.
6.
7.
8.
Per.otlal Repre.entallve Commllllonl _
Social Security Number of Peflonal Repre.entallvlll ~__....__,._~__c..-........
Yllor Comml..lon. paid. . m_..._......._.___._.
Attornoy fo..
DOUGLAS R, IWIWI':II, IISQ. 2-11,-9B
family eK8mptlon
ClalmantJ'.i\lIJLS, J\ () ~;]2ill\. .JH Relatlonlhip ~s.o.tL___
Addrell of Claimant at decedent'. death
,
Stroet Addr...).!! ~aLl!MLURl\'lt.._... ..-..----.--.----...,-~ i
City .. ...._____~lk;r;!lANlc.;illUllG.._.. .State ...l'A....,.... Zip Codo_l1.D..5..S.-__ !
I
i
,
Probate fee.
Mlseellaneou. bpen....
l.JWAL ADVIIR'I'ISJo:NI':NTS: CU~IB, CO. l"J. 1~21-98
CARLISLE SENTENIAL 2-22-98
ACCOUNTANT'S PEE
$ 5,9lil\.50
350.00
72,7.00
I
\
I
:100.00
3,500.00
559.00
60.00
62.40
500.00
I
,
'~-'--"-----'------""---'---''''''----''-''''--I'-''-'-----.........-_.
. TOTAL lAI.o enter an line 9, Recapitulation) $ 11,1\26. IJn
(II mere .pace I. n..ded, In...' additional .h.." of .ame .lle.)
~fV,1SI. Ix. 110.9.1
&-'J~,g_
~
SCHEDULE K
LIFE ESTATE/ANNUITY/
TERM CERTAIN
COMMONWfAWi OF rENNSYlVANIA
INHfllllANCf rAll RETURN
RESIDENT OECfDfNT
mATE OF _ N I H~^~U~J~ ()Ii; J) 1\ R"--~_m~_______...m~=~_TIiE :UMBE~-, 9 7 Q~) 5 _.._~__:_.
Thl..ch.dulo I. to bo u.od 101 all,'ngl.lif., joint or succ...lv. 11f. .,tat.. and I.rm c.rtain calculations, For dal.s of d.alh aft.r
12.31.61 and bolar. 5.1.89, actuarial factors for slngl. Iif. calculalion, can b. lound in R.v.nu. Bookl.1 (REV.150 1 Bj. For dal.s
01 doath on or aft.r 5.1.89 actuarial faclors can b. lound in IRS Publicolion # 1457 Actuarial Valu.s, Alpha Volum.,
Tholn'lrum.nt'~r.ating th.llI. int.r..t is a;(jij~as'-a"a~h';.-~~pv 01 Instrum~nt) ..----~----
o Will 0 Inl.rvivo. D..d of Tru.1 [J Olh.r
LIFE ESTATE INTEREST CALCULATION
Nam.(s) 01 LII. Tonanll.)
Dot. 0' Birth
Pr..."' Ag.
IN.ar..t Birthday)
Torm of V.ars LIf. E.tat. I. Payabl.
/110'1' Il.PPLrCl\lllE
[] life or [J T.rm of Y.ors n__........__.__.__
~_.R~__._.__~_._______.____._..~_~_.
[] life or [] T.rm of Y.ors
~-~--~-~.._-~-~
o lif. or [] Term of Y.ors ......._._..__._.____
o life or 0 Term of Y.ors _.............n______._
I. Valu. 01 Fund from which lIl. Estat.ls) is payabl.:.....................................................,.., S_______~....
2, Actuarial Factor p.r approprlat. Tabl. ........................,...............................................,
Int.r..t Tabl. ral.. 0 3Y,% [j 6% 0 10% 0 Variabl. Rat. ~__"_'_ %
Valu. 01 lif. Eslal.ILln. 1 x Lln.2).......................................,........................,........,
Nam.ls) 01 Annultantl.)
Dot. 0' Birth
Pr...nt Ag.
(N.ar..t Birthday)
Torm 01 V.ars Annuity I. Payabl.
o LIf. or 0 T.rm of Y.ors __~_.__~
o life or 0 T.rm of Y.ors __ _'''__'__..
o life or [] Term of Y.ors ___'___'__
[J Life or 0 Term of Y.ors__...________....
1. Valu. of Fund from which annuity I. payabl. ..................., ....... S '''__''_'''__n_.__..._..
2, Ch.ck appropriate block b.low and .nl.r corr.sponding In umber) in column....
Fr.qu.ncy of payoul . 0 Weekly 152) [I Bi.weekly 126) 1""1 Monthly 112)
o Quarterly (4) [J S.mi.Annually 12) [] Annually 11) [J Olher I ) ..._______,~.
3, Amounl of payout per period..
.....'.".....,,, '"."."........"......... .....".....".."...,....."....".,
4. Aggregale Annual paymenl, lIn. 2 x Line 3... ...................................,.........................
5, Annuity Factor (see in,tructlons)
Int.r,sl Tabl. rate - [] 3Y,% [16% [] 10% II Variablo Rate....__.._~...._....._ %
..~-,--
6, Adjustment Factor {see instructions, .................... .......................................................... _____._.~n__.....__...__
7, Valu. of Annuity. If using 3V,%, 6%, 10% or il variable rate and period payout is at end
of period, calculation is: Lln. 4 x Line 5 x Line 6........................................................
If using variable role and period payout is at beginning 01 poriod, calculation is:
(Lln.4 x Line 5 x Lln. 61 + Line 3. ..................................__........._...._....._....
NOTE. The values of the funds which ".ale Ihe above lulure interosls must he reported as part of Ihe Estale Allets, line 1 through
lIn. 7. The R.sulting Life/Annuity Interestls),hould be repo'Iod 01 the appropriate tax rate on lines 13, 15, 16 and 17
as required,
REV. 16.&4 EX + (3,84)
.
COMMONWEALTH Of PEI~NSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
INHERITANCE TAl(
SCHEDULE "L"
REMAINDER PREPAYMENT OR INVA'ION
Of TRUST PRINCIPAL
1111 NUMhrR I. I (17 () 'I"l "l
'.- --.. ,......,
_ "O__"_~__~~UU"_~______~'
II.
I, Ellale 0' ..__...Jtgl~lJEH III III MI II ,
Il,1tl Name) Ifllll Hllmflj jMlcMl1\ Inllltll)
----_...--- ,. - .---.------.-..
Thl. .chedule I, approprlale only 'or e.lale. 01 decedenll dying on 0' h.loII aecemb.. 12. 1982.
Thil.<hedule ilia b. u.ed for 011 r...olnd.r ,.111"" wh.n on .I.r lion 10 I""I"'Y hili huun Wud "ndor Iho provl.lonl
_of Sectio-,".714 o-'-l~e_lnh_orltance ond hlal. To. Acl 011961 or III "'I""llhu invullan 01 Ir",1 prluclpal. .
Remolnder Prepaymenll N () T /\1' 1'1, I I: /\ II U:
A. Election 10 propoy f1lod wllh Iho RO\lI.lu. 01 Will. un
(olloch copy 01 eloctlonl
B, No"o(l) of Lifo Iononl(11 Dol. of 81rlh
or Annullanl(l)
Ill"I-)
A\I. on dnlo
of .Iocllcm
T orm 01 YOOII In<omo
or oMully I. poyablo
C, AlS.ls: Complole Schodulo L.l
1- Roal Ellate
2, Slack I and Bond,
3, Clololy Hold Slock/Parlno"hlp
A, Mortgagel and Nole.
5, COlh/Mise, Pe"onol Proporly
6, Tolol f,om Schedulo L.l
0, Credits: Compl.lo Schodul. L.2
1. Unpaid liablllti"
2, Unpaid Bequolts
3, Volu. of Unincludablo Alloh
4, TOlOI',o", Schod"l. L.2
s
s
s . ~.__.~.~..----
S
S
,",,,,;,,,,~'___"P'=,,,._~.'______n_.--;~__"<_
<,~.."",~_..+--;-""-""''''"'__u__'''''''+>_'-"-'-<'_'
s _~._".~~~
s
S.. . ...~_.~-~_........._~-
S
_ _ __._.__._."~__,.-~,_~___+,-_'~""'_' .__n
III,
E, Tolol voluo ollru.1 allots (line C,6 mln", lIno ~,4)
F, Remainder facto, (.eo T oblo I or T obi. II in Inll,,,,lIon Booklot)
G. TOKoblo Ro",olndor valuo (L1n. E K L1no F)
,._....___ . (AlIa onlor 01\ Lin. 7, Ro"'pllulollonl
Invallon 0' Corpull
A, InVUlion of corp'"
s _..~___~__
S
s _~__..~______
(Mnnlh,Dny,V."'1
B, Nomo(.) ollll. T.nonl(')
or Annullonl(.)
Dolo of Birth
Ago on do to
corpul conlumod
r"m of y.ar. Income
0' annully II poyoblo
___~__.~_..'_..m __~_..___..~_._...__~
-- ..--..,.....----.---.----... - .--~---,._..-._------_.~"._-~-
C. Corpus conlumod
0, R.moindor foelOl ('00 Tnhl.. I or Tnbl. II In Inllru,lion Booklot)
E, TOKohlo vuluo 01 rutl'ul rOI\IU",.d (L1n. C K Lln. DI
(Also ont.r 01\ lIn. 7, R."'rlllllollonl
$...---..--.....
$
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(',)/(" .//),
8UREAU OF JNOIVIOUAL TAXES
IHHERll1~NCE fA)!. DIVISION
Df,PT. 280601
twtRISIURO, PA 1712".0&01
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AlI,OWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASS"SSHENT OF TAX
11"02-1998
ROEDER
11-21-1997
21 97 - 0955
CUMBERLAND
101
[~=m:==A~~~~~~~::~:~ '--j
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REY:is4i"EX"AFP"io9:97Y-iioYicE""r:ijli-YNHEiiii'Aiici-YA'in-pjiR'AisEHEiii'",--Ai.i"6iiANci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MIRIAM H FILE NO, 21 97-0955 ACN 101
DATE
ESTATE OF
DATI OF DEATH
FILE NUHBER
COUNTY
ACN
PAUL S ROEDER JR
1 HElLAH DR
HECHANICSBURG
ESQ
k"
PA 1705~;l:.
UTATE OF ROEDER
TAX RETURN WAS, ( I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Reel E.tete ISchedule Al
2. Stock. and Bondi (Sohedule 8)
3. Clo..ly Held stock/P.rtnerYhip Int.r.st (Schedule C)
4. "artg.g../Not.. Reoeiyable (Schedule OJ
S. Calh/Bank Depolits/Hilc. Pereanal Property IS~h.dul. E)
6. jointlY Owned Property (Schedule f)
7. Tran.ferl (S6h.dule G)
a. Total A...t,
"
'*
UHt4lUm"'.'"
MIRIAM
H
( XI CHANGED SEE A'fTACHED NOTICE
DATE 11- 02-1998
(1)- ,00
(2) 1,042,334,79
(31 870,00.
(4) .00
(5) 123,996.47
(6)- ,00
(71 .00
(8)
NOTE I To in.ure proper
oredit to your account,
I\.bnH the upper portion
of this forn with your
tax pay.ent.
1,167,201.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,826.90
9. Funerel Expan.e./AdM. Costl/HiIC. Expans.s (Sohedule H) (,)
10, Ilebh/Hodoeoe lIebllltl../llen. (Sohedule J) 1101 9.364.39
11, Totel Deduction. 111)
12. Net Vel... of Tex Return (12)
13. Charitable/GoVarn.antal Bequ.sts; Non~elaot.d 9113 Trusts (Schedule J) US) .00
l~, Net Vel'" of eatete Subjeot to Tex (14) _1,146,009,97
NOTEI If.n ......m.nt w.. i..u.d previouslY, lin.s 14, 15 and/or 1&, 17 .nd 18 will
r.flect figur.s th.t include the tot.l of ~ return. as.essed to d.te.
ASSESSMENT OF TAX:
1i. AMOunt of Lina 14 at Spou..1 rate
lb. AMOunt of Line 14 taxable .t Lineal/Cl... A rate
17. Allount of Line 14 taxable at Collateral/Claos 8 rat.
18. Principal Tex Due
TAX CREDITS:
PAYHENT
DATE
02-17-1998
08-11-1998
RECEIPT
NUNeER
AA269765
AA296535
DISCOUNT 1+)
JNTEREST/PEN PAID (-)
3,421.05
,00
(15)- ,00
1161 1,146,009.97
(17) ,00
X,OO.
X,06.
X ,15.
1181
'1.1Q1 ?Q
1,146,009,97
,00
68,760,60
,00
68,760,60
TOTAL TAX CREDi_T~ .68,862,65
BALANCE OF TAX DUE 102,05CR
-------~---------_. .
INTEREST AND PEN. ,00
--, ----..- --~
TOTAL DUE 102,05CR I
_.__._~_.______ _~____::::J
. JF PAJO AFTER DATE INOJCATED, SEE REVERSE
FOR CALCULATION OF AODJTJONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REqUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THJS FORH FOR INSTRUCTIONS,)
AHOUNT PAJO
65,000~OO-
441.60
Rt'SER~ATIOHt
OIJJECTIONSI
. -""'" ~ ...". "."" -..... '- ,- '''~. .... '~-.... '''''''''. '.........
-. "'- .. ....... ..... .- ".. ... .. .... '-' '''''''''' ............- "'''''' .. .. ......
.. .. ..... ~ .. ...... ... .. .. " "- '''''''' '''''''' .. .. "'" ... ...... .....
'-.. -,,- -. ~ ,.... ......,., '" ............ ..........., .".... _.........
....., '"'' ....~ .... ,.... ......., ,,,. ,.... ..~'., '...... ....... ...,
......" ., ..".", ., ."."" ". ... -"''''''. ."...... .. ""U_ .. _""" .. .._.
.. ~ U...... "- .. ......U, .. .,. · .... .".. ..., "" ...., ..... .... .... .. ''''Jpt 0'
thJa NotJc. bYl
,,,...... -.. "'" .... "'- .., '- .. " ... .... .,..... .. .. ...... .. ...-
.. ....U. · .- .. "" · ..........U -........ .. ... _, ..~ .. """U" .. .... , ,
.... . ... -" .. -.. ..... -..... ........ .. "., ,. -.... ... ...... "..... .-.;~.
.. ... . .,,, "- . '."...... .... . ... '- .".. ......... .
for
Te.lte.
PURPOSE OF
HOTICE,
.. .....U .. ''''''_" .. "'U. """ .. ''''''_ ... ".... '. '" ... " .. ..... '" ....
S.otJon 9J~OJ.
PA'IHEHT I
"'" .. ~ -.... ., ... .... ... ...." ... '" ""'" .. .. ....... .. ..... ...... . ... "-.. ...
--0... OI".k Or ,on.. ord.,. P....,. to, REGISTER OF HILLS, AGENT
REFlJHtt (CR)t
''''0
ISTRAlI\lf"
CORRrrCrtlHfSl
....... ......, '. ,. .. - .... .. -" .... .. ........ ..... "'''', ... '-.. ..
.".... ..... .. .... ......... ..." .. ... -, .. .. ....... .............
"-". ... ....' ...,. .
OR
DISCotlHTt
..... ...... "-.'. .... ....._, "'''' -..... ., ""'''''' .. .......,.._,
..... .. .......... '...., .,~, ~., ...,....., ..,.~ ~'" ~'. ~" .........,.. ...,..~,.
... ..,,, ......... ~"""'" """ """"'., '" "~'''- .. .,.. ~. '''-'
......' '.....".. ,. . ""-... .. ~~.,~..."., '."'"", ......
.. ... '- .. .. -.. ....., ~... ", '''- ..,. ..~. ... "'''''''. "', · "" "..... '.. "--t 0'
........ '''''-.. -.
17JZB~J02J,
OR
PFH~l TV I
... .. .. -.. --"....". ...." ., '-.. " ... .... " .. .. - ..~... ....., -...
... "'... -.. ". ..... .. ..... ... "'" .. - .. .. ... -.,. ..".. ~.. ....." "..,,-
-,. ., -'... ., ... - - - ., ... .. '- ".. ..... .. ... -.. -, .. '. - .,..."
thot h.. ".n ........ .. lndJo.t.. on lhh nOllo.,
"'-.. ...- ........... "." "''' ~"-" " .... ... .... ... - '" ... ... .......
....,. .. ...." "-,. '-.. ........ ."-. ~... -. ., ...... ""'"' " .........
... ,,,. .-.. - - -'-""'" .". ..,." ....". ." .~. ".'''' ....-. - -..~
-"" ... '''''' ...".."..... ... .". -. "- "'-... "..._~,.....,...
-..... -""" -. .. "'''-.. ....,,,,""".. ... '''...... ""
IHTERtST t
t!!r l!u!r~...8..l!.!.!t ~JJ~ Int.rest Faotor 1:!s.r !!Ue".rt RUe ~JJ", lflt.,..U Fllo!!!,
- -
1932 20X .000543 J937 9X .0110247
19113 J6X . DaOUS J9113~J99J IV: .00030J
J934 HI: ,OOO.10J 1992 9X ,001)247
19'5 UX . QOU56 1993~J99'f 71: ,OOOJ92
'936 lOX .0002'74 J995-J993 9X .000247
~.Int.".Jt J. o.JoUJ~t.d .. lOJJoW.,
",_. "-.,,, ...." , -.... "" ''''- , 'U" '.'."""""
..... ."- '- "... .. ~ ",,-, '''-. '''. ."." - ~",... ......". .. ""- "" ..,
'''' ..... .. ... ""-.. "-""'" "'" ... .,"'... ''''''''. .,. ..... ...
HOllo., '.dltlon., Jnt""at ....t .. ..loUI.t...,
--
WHRREAS, Robert W, ,Bowdon was boquosted one-sixth (16,66%)
share of Miriam H, Roeder's residuary cst~te;
IHlllREAS, Paul S, Itooder, .J r, \VflfJ hoque8ted one-half (SO%),
share of Miriam H, Roador's ostate;
NOW THEREFORE, the parties horeto, find eRch of them, ugree
and acknolvledge that they have rully and carefully e,xamined the
First and Final Account and Schedule of Disttibution nttached
hereto and received a copy of snid documents and find them to be
true and correct und Rcceptable to the parties thereto and each
of them,
1, The parties hereto, and each of them, agree ,and
acknowledge that they have fully eXRmined the First and Final
Account nnd Schedule of Distribution attached hereto and received
a copy of said documents and find them to be true and correct and
acceptable to the parties hereto and onch of thom,
2. The partteR hereto rclense, remise I and forever
discharge the Estate of Miriam 11, Rooder and Paul g, Roeder,Jr"
ExoC\ltor, from all acts, su.lts, claims, accounting, and demands
whatsoever concerning said Estate, The parties do further agree
to indemnify and hold harmless said Paul S, Roeder, Jr" Executor,
from any and all liability which may arise against the Estate from
creditors or other claimants; and we agreo that we will contribute
pro-rata, our sharo of the ,estate to sa~isiy any and all claims,
2
,
----- ------ -- .--
~om DtIOIlp\1un InctulllflU fftC;lG RmO\",t 01 htmd!l u, IItllllhm ul !lhll.(J~ AlIll lUll \Jllll vatuo MIll11nln Allillllnlfl vntufI Vllluo 01 daht tJllll'll\h
...,olJof "'" wh'" ,tHdttJ tor klftlltlliu..llon. (llvo 9.di\jU CUflll' l\\llIILJm, VUhlllhol\ !JIIII)
-- M_"~_ ~_.__..-- -----_.....------ _.~-~-- ------~-~
, 1,800 SIIS, (GOHjflliHCK & CO. I ')'l, Ub, (: I (,., , 'j I ~ . ')(
lNC,
2. 200 SIIS,(COH)NliVADA I'OHI';H :I.2,ltbl It, 1193, -,r.
CO,
3. 800 SIIS(CM1) 1'1'&1, ItI\SOUHC~;S , :1.2,711 1 B,l .,~; , U
INC,
4. (lOO SIIS, (COH) I'OTOflAC 23.25 1.3,950,OC
ELEC'l'HlC POIHiH CO,
5 . 149 SIIS, (COH) PUIll.IG SEHV, 2B,31, ,4,21 11,5
ENTIIIIl'lnSIi GIWUI'
6. 300 SIIS, (CON) Ill,ACKHOCK IN (,,90t Z,07L,B
co~m 'fit, , lNG, ( GI,OS
ED END IIUND)
7. 100 SIIS, (CON) EHERGING HAR 14 ,BI~ c 1,404,3
Kln'S !Il.OATlNG RATE
~'OND , I Ne, (C I,OS liD "
END FUND)
8. 3,000 SII5, (COH) IIIGII INCOHl\ ("lll, 10,562,5
ADVANTAGE TRUST Sill
(CLOSED END FUND)
9. 700 SIIS, (COM) HFS CIIARTIiR 9.7H 6,003, l'
INCOHE TRUST SI\I
( CLOSED IiND FUND)
1,422.4901 ,
10. SI\S,(COH) ~H;NTOR IN- 9,46l 13,658,5
COME FUND lNG, )
(CI,OS ED END FUND)
11. 1,200.2109 SIIS.(GOM) I'UTNMI 7,46l 8,964,0
INTEltME;DIP,TE GOV'T, I
INCOMli TRUST Sill
(CI,OSED END IIUND)
12, 4,000 SIlS. (COH) RGB STRATlIGIC 11.062 44,250,0
GLOIlAl, GOV'T,
FUND, INC,
CLOSED END FUND)
13. 321.8023 SIIS, (COH) TlIHI'l,\\TON 12,18 3,921.9
EHEllGING ~IAHKI';TS IN-
COHB FUND, INC,
(CLOSIW END FUND)
lolall,om oonllnuallon schedules (or addlllonal sheol5) aUoched 10 Ihl5 5chedulo
-- ,
TOTAL, (Also onlo, on PBlI 5, Recolllllllallon, "OUO 3, l.lllo,\1 ?l . :I01l,lJ66,3
SCHEDUl.E a-Slacks and Bonds
/For jolnl/y o\l'no(/ ",opony 1I1011llllS1 bo dlse/osod 011 SclIOdll/O E, soo '110 11I51wel/0lls lor Sel,odll/O E)
)
o
6
B
B
o
3
B
o
o
7
'\
III mOrllp8ce II needed, e\lach the conllnuallon 5chedulo !rom Ihe ond 01lhl5 package or addlllomll sheol5 of \ho same 5lze,)
(Tha Instrucllons 10 Schedule Il are In Ihe separalo In5l,uclloll5,) Schedule B- Page 12
:IIIlIAII II. nOl\lll\n
I'rlm NUl1lllm
NUMBER OF SHARKS
-2-
SCIII;DUI.": II
STOCKS AND 1I0NOS
OI':SC'III'TlOI~
UN l'1'
VA1JUl~
VAI.IJI!: A'I'
DATI,: 01<' in:A'I'11
14.
998
_~___,"""""'''_'_~_'7,,,_~,_''~_.".._n._ ___ ---.-....-
11,11175
_ _________ _~..."'_......--<.~_, ~~_.__.'.~~_~___.u...~..~_~_,_ .._..~..
11,165.13
SHI'fll BAIlNEY CONVEIlTI 1ll.E FUND 1 B. 55
CLASS II (MUTUAL FUND)
SIIITll BAIlNI\Y COI~V~:ItTIBI,l\ FUND lll.57
CLASS A (MUTUAL FUND)
StllTll IlAltNEY DIVEIlSllIIl<:D 8.07
STRATEGIC INCOMl\ FUND CLASS II
(~lUTUAL FUND)
30(UN1TS) tIlJNICIPAL TNV'T, TIlUST /,I3BtI 30.97
flUl:r ST, SEll, 3lH'A IITlILY,
PHI (UNIT INVESTMI\NT TIlUST)
30(UN1TS) PIlHlllDl\X IIEALTll SYSTEII TNC, 57.00
SUllo DI\HI\NTUIlES CONY. SI\RII\S A
nl\G,-DTD (BOND)
250(UNITS) MELLON IlANK NA SUII NTS - TNT. 99.263
06,5% MATY, 08/01/2005
100 I'1\Nl,:l,EC CAPITAL. 1,I,C LC tlO, IN- 25.625
COME PFD, S1\C. SER, A-H.75%
15. 160
16; 4,2116.285
17. 979.858
18. 6,397.727
19, 12,053.322
20. 514,986
21. 6,120.293
22. 6,915,569
23. 333.975
24. . 4,374,1141
25. 111,603,21/,
26.
27.
28.
29.
(COM.) NUVEKN SELECT MAT.
NUNICII'AI., FUND SUI (CI,OSI<:D
ENIl (,'lINIl)
USX COR p, Cut-I. CONV. PFD.
6 I 5 ~~
117.59375
KATON VANCK HUNICIPAL TRUST 10.87
I'A TAX Fill"": UIIJ'l'IJAL FIJIW)
PUTI'Ml CONY l-:llTIIII,I': 'NC., GllO\fl.'ll 23.37
TRUST CL,U (MUTUAL FUND)
PlJTNMl IIIGII YIELD THUST Cl"ll 1.2.93
OIUTUAL FUND)
I'UTNMI INCONE FUND, INC, CL.1\ 7.10
(I1UTUH FUND)
StllTII IlAHNEY UTILI'fl ES FUND 16.32
CLASS 8 (MUTUAL FUND)
SMITII BAnNEY UTILITIES FUND 16.33
CLASS A (11UTUAL FUND)
SHITII UAHNEY TAX EXlUIPT 1 NC01H\ 18.15
FUND CLASS II (IIUTUAL FUND)
30..
1,005.271 IDS SEI,EC'J'l V I'; [lUND, INC. ^~ 9.244
AHEHICAN EXPRESS (MUTUAL
FUND)
TOTAL
7,61.5,00
46,15'1.12
22,899.28
82,400.29
85,578,59
8,/,04,57
99,9114.38
125,517.57
6,195,24
81,233.37
11 7 ,847. 94
92 9 . 00
1,710.00
24,015.75
2,562,50
9,292.73
.....-.-----.....-.---.,-.
134,268.46
110m
n~ UNITS
1 1
:.\ . I
3. 1
4. 1
5 . 1
6 . 1
7 .
5CI:I\I)OI,,-; C
Chock!"" & 8Hvlnga Accounta
081011'111011
Mnrmllo
""lunUon dRto
Allom"to vqluo Valllo At dale ul dUlllh
MONgy MAI{K~;'l' 1"LJNIHHll 'i'lI IIAI{NI!:Y
$ U, 11(,9, 'I l
C(,\)I\ '10 CIII':CK IN'< ilCCOLJNT COIlJ<;-
STATES IIANV
CAPITAL, G1WWTII ACCOUNT
9J7.6B
2.'1,021. <)J
CERTIPICATE OP DEPOSIT NO.I-42-7:
KEYSTONE SAVINGS ASSOCIATION
23,(,33.70
CERTIPICATE OP DEPOSIT NO.I-42-
3'758 Kll;YS'l'ONli SAVINGS ASSOS.
16,637.07
CEIlTH'ICA'n; OP DEPOSIT NO,
1-42-4725 KEYSTONE SAVINGS
ASSOC,
39,695.78
1
CERTIPICATE OP DEPOSIT NO.
1-42-3696 KEYSTONE SAVINGS
ASSOCIATION
10,000,00
;"
, ,
Totallrom conllnuallon schedules (or additIonal sheets) attached to t~~hedllle .
TOTAL. (Also enter on ParI 5, Becopltulallon. po e 3, at Ilem 3,. , , , , , , ' I 23 , 'I 96 , 47
(If more space Is neoded. attach the conllnuallon schedule from the end of Ihls package or addlllonol sheets of the sal1lO slle,)
(See the Inslrucllons on the reverse side,)
Schedule C- Page 13
PA'III!If1.
OIItHh the top porUOfI of thh MoUn end lubIllt Mlth your p.~t ... plIy.tJle to t'" n8M Md ldetr...' ,
pr Inted on the rIver.. llde.
If RESIDENT DECEDENT uk. cheok or IMKMY or.r ply...l_ tOI REGISTER OF WILLS, AQENT.
If .....RESIDENT DECEDENT uk. cn.ck or lltOOIiY or.r payable tOl COHttOMlrfEAL TH OF PENNSYLVANIA.
REfUQ) (CA), A r.fwW of . tllC credit, Nhlch .... not nque.tlKl on the hI( R.turn, D" b8 requlllted by caplaUng WI
-application for R.fund of Pennlyly~l. ]~rlt~c. Ind E.t.t. talC" (REY~1315). Application. at. .v.IIMlt. .t
the Off101 of the Reellt.r af Willi, ~y of the 23 M.v.~ Dlltrlct Offlo.. or fr~ the o.p.rt.ent'. 24Mhour
~...rlng ..rvlce ~r. for for.. or.rlng: In PennSYlvania 1-8QO-362~Z050, out.!de PennlYlv.nJa
tnd within local Herr._burg .r.. (ll]) 167-6094, TOOl (117) 772-2252 (Hearlna 1~.lred only),
flfPLV TOI
~.tlon. rlg.rdlng .rror. cont.lned on thl, notice should be ~r....d tOI PA Dtp.rt-.nt ~f Revenue, Bur.to
of lndlvl~l laMa., ATT"1 Pn.t A......ent Revl.w unit, Dept. 280601, Harrl.burg, PA 17128~0601, phone
(717) 787-6505.
DJSCOlJrfTI
If In~ tftX due I. paid Nlthln three (]) calendar .onth~ aftlr the dAcedent.s death, a ilv. percent (SXl discount
of t~ ta~ p,ld I. al1~.
PENAL rv I
The 15X taM .-na.ty non-participation penalty 1. coeput.d on the total of the t'M Bnd Inter..t ......ed, .nd not
paid &Mfor. JanuIIr~ 18, 1996, the fir.t duy .fhr t~ and of the teK ....ty period.
INTPES11
lnt.r..t h ChIl;ged beginning Idth fint day of de!JnqlMRCY, or nine (9) Month. end one (1) dey frOll the det. of
dHth, to the deta of pallHl'lt. la)(.. Mhlch Me... dftllnquent before January 1, 19.2 be.r Int.r..t at the rat.. of
11)( (6:() percent per ennue calculat,d at . dally r.t. of .000164. All hMII ...,10" bec_ dellnqu4tf'lt on end "ft."
.Mnuar~ 1, 1'82 N111 b..r Int.r..t at . rat. ..hlch ..1.\1 vary fr_ cal.ndar y.ar to calendar y..r Nlth thllt rat.
....ounced by the PA Depart,,"t of R.v.nue. 1M appllcabl. Inter..t rata. for 1982 through 199& ar81
y.ar lnt."..t Rat. Dally lnt.t..t hotor "'Iar Inter..t Rat. DaUy lntar..t Factor
1912 ZOiC .0OD5lt1 1917 9il .00020\7
1913 16l< .000ft38 1986-1991 llil .000301
1914 llX .000301 '992 'X .000247
1915 ISle .000556 199]- J 994 7X .000192
1916 lOX .00027". 1995~I99a 9Yo .000247
uJnt.rut is c.lculated a. follow.,
INTEIUlllT . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~-Any Hotloa i..ued aftar the taK bac~. dallnquent ..Ill rlfl.ct In Int.re.t calcul.tlon t~ fifteen (IS) day,
beyond ttM dIIt. of the ..H.....,t. If paYMl'lt is ... aftar the Int.ra.t COllPUt.Uon det. shoWn on the
Notice, .adttlonel lnt.ra.t .u.t be oalQulated.
_OSEIlf
MOnCE I
To fulfUl th. requir...nh of Section 2145 (b) of the Inheritance .-nd EBbt. T8M ~ctl Aot 21 of 1995.
(1? P.S. s.c.tlon 91itS).
PAYMENT 1
Dtlt.ch the top parUDO of this Notice and .utMtH with ~J)ur plly..nt to the Relllster of NUIs print.d 'on the
rever.- ,Ide.
~_ Mah oheck or .cney order pay.blll tOI REUISTER OF MILLS, AOENT.
REFUHb (C'UI
A refund of . tllX or_dlt ..y bll requ..t.d by c~pl.tlng un "Appllolltlon for Refund of Penn,Ylvani.
InMrltlllCe.nd Eatet. laM" (RfY~1'5U). Appllclltl.onl are IIveU.bi. at thfl Office of th_ Reghter of Wllla,
anY of the 2~ Allvenue District Offlo.' or froll the nepart..nt'. 24~hour answ.rlng ..~vlo. ~r' for for.. ordllrlntl
In P.",.lylYllnla 1~800-]6Z-Z050. outside Pllnnsyl\lanla and within local IIl11rd.burll afll" (7171 1a7~80ff4,
TDo' (717) 772-ilZS2 (....dng leplllred Onh').
OBJECTlONSl Any perty in int..r.,t not ...thfllld ..ith thlll a......ent of tUIC "" tho.." on this notioe ..Y objllot within
sbty (60) days of r.clllpt of thh Notice byI
--written protll.t to the PA Depart"..nt of R.venue, Board of Appuh, Dept. 2al0n, Hal'rhburll, PA 1712e~1021, OR
--.ll1eUng to heve the .atter deter.lrMed at lIudit of the p.r5onal representative, OR
-~lIpPIIlIl to thcl Orphlln" Court.
ADttIN~
ISlRA TlVE
CORRECTJOHSI fllotulll errors dhCJovered em th18 a'l1Iu..nt ,hould be .ddr....d In ..riUng to: PA Depllrt...nt of RIlVllnue,
lurellu of Individual hMII., AnNl Post A...u..nt Revl4W Unit, nllpt. 260601, Harrhburll, PA l712B~0601,
PhOne (111) 161-6505. SII. peste 5 of tho booklet "In,truotion. for InheritlftOOIl TIIM Return for II R.tident
o.oedllnt" (REY.-l!)Ol) for .n eMplanlltlon of odllini.tratl"1I1Y ("o,'reetable error..
PENAllYl
Th. IS% tllM ..n..ty nonMp.rUcipatlon penaltY is oo.....uhld on the total of the tII)( end Intllrnt .......d, end not
pllld before January IB, 1996, the first day lifter tho .nd of the talC ..ne.tv periOd. This nonMpartlnlpetlon
pltllel ty h app..l_blll In the u.e .enne" .nd in the the u.e t h.. per lcld e. you would eppeal the 'tal'; end Inter."
th.t ha. lMl.n ....'sed lIS ind~cat.d on this noUce.
for dat.. of death on or .fter 10~3~91, p.nnsYlvania Estllt. Tax bated on the F.derol E.tet. TaM
r.turn heOO..' del1nquent at the explraUon of nine (1191 Months frOM the date of de.th.
INlEREST I
For dat.. of death prior to 10"3-91, p8llnnlYanle EltatG Tal'; bued on the federal E.tat. rax r.turn
baoHa. d4Illnqu.nt lit the eMpir.tlon of .lghte.n (l81 Months froll the detltof deeth,
Texa' Nt'l1oh beo". dlll1nquent before January I, 1981 beat Int.re.t at the rat. of .1M (6;(1 percenl per en~
calculatad at ft dailY rat, of .000164. All taMes whioh llec8Ile delinquent on or after January), 19ae will b..r
IntGr.lt et . rate which will vary frail c.lendar y..r to oalendar year with that rate announced bY ~h. PA
Oeplrt-.nt of Ravllnue, The applicable Intere.t rate" for 1982 through 199~ arel
Va.r Int.r..t Rat\\! Dall y Int.ras t F.ctor "'elr Intarest Rate II.Uv Interest Factor
l.a? 20;: .000548 19f18~}CJ91 11Y. .000101
19a30 16'1, .000436 1992 9% .000247
1984 11;: .000301 1993-1994 7% .00019Z
1915 u;: .00n5h 199~~1998 9Y. .0001.41
19&6 1OY. .0001.14 1999 n .OClOI9?
1981 ,;: .00g247
-~Inter..t is c.lcul.tad .1 follows:
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
-MAny MOUca i..ued aft.r the tax heOOlMJI dIIl1ftqUf1nt will refl.ct en inhrnt e810ulatlon to flft"" (}5) den
baYond the data of thlt ......Mnt. If pa~nt h ..de after the Int.r..t oOl!PuttlUon dete .hOWn on the
Notlc., additlonel Inter..t .Ult be o.lculatad.
PUIIPOSE Of
NOTICE I
'ta fulfill till requir...nh of S.oUo" 2lltS (b) of the Inherlt.nn and Estet. lal< Act, Aot 21 of 1''I1i. (12 P.S..
SICtion 9145),
PAYMENTt
Oetleh tn. top por\1on of this Notioe and ,ub,1t with your pay..nt to the R,githr of W11l1 printed on the
rever.. lieM.
~- "M' chIck or MOnllY order payable tOI REGISTER OF MILLS I ADENT.
REFUMD (eMh A refund of. tlX credit ..y ba reque.tld by coaplaUna an "Appl.leaUon for Rflfund of Plnn.ylvlnia
IntMlrHIIOCI and [Itat" Tax" (REY-1313)' App1Jeatlolls fire aVIllhbl. at tM Office of the RIglnter of NUis,
any of the 23 Mlvenue District Offlc" or fro. the Depart.lllnt's 24-hour anlwllIring ..tvl01 nl.lllblrl for for.. ordering I
In Plnnsylvenl. 1~800-362-20S0, Dutlllde Penn.vlllanl, and wlthln lalla 1 tlarrhbura at.. (117) 787-8094,
TOOl (717) 71l!-2Z5Z HiII.ring Illpltrlr1 Only).
OUECTJONS, Any parh In Inhra.t not ..thfled with tha a.uUllent of tel( liS .hown on thh noUc. lIay Object within
.IMty (60) d.ys of receipt of this Hotlee by,
--wriUan prot..t to the PA Dlplrt..nt of Rlvlnue, Board of ApPI.h. Dlpt. 281021. Harrhbur", PA 17.\28-1021, OR
--.lectlnQ to have thl ..ttlr dltlr.inld et .udit nf the Illr.onel rlpre..ntatlve, OR
--IlfIPlal to the Orphan.' Court
AOIII"-
ISTRAlIVE
CORRECTIONS, F~tU81 Irror. dlsooverad on thh aUln.ant .hould be adclreuad In wrlUng tOI flA Depart..nt of Rlvlnue,
Bur.au of IndIvidual Taxu, ATTH' Po.t Anen..nt Review Unit, Dlpt. 280601, tlarrhbur", PA 17128-0601,
Phone (717) 787-6S05. See p.~. .!i of the bookl.t "In.trucUons for Inher Itance Tax Return for a R..,ld.nt
b.ca~tft (REV-ISOl) for an Ixplanation of Id.inlstratlv.ly corr.otable errors.
PE~l TVl
Thl 15% tax llItM.ty non-partlclPIUon p.nal t!l' h ooltputad on the total of the hix and Inter..t .......d, and not
paid beCor.. January 18, 1996,thll fi".t day aftlr the end of tha tal( ..na.ty plrlod. This non-partiolplUon
penalty is IPp..labla In the .... ..nner and In the the sulle U.. plr lod .. yOU would etPPI.l the tax and Intar..t
that h.. b..n .......d a. Indlcatlld on this notlo..
INTEREST I
Additional Ptmn.ylvanh. E.tatll Ta" .u....d all a r.sult of a ohange on tho F.d.,..1 Eltntl TI" (:.I.o.ln"
lett.r b1l4OH. deUnquent at the e"pirIllUo" of onl (1) lIonth frail the dlt. the final notice of the lnor....
In Faderal ~stlt. Tax i. recalvld.
'alCa. which bee.... MlInquent b.for. Jlnuary 1, 191'2 bear Int.re.t It the rat. of ,1)( (6%) p.rc.nt plr annu.
elalculated at a dally rat. of ,000164. All tl"e. which bee... d.lInquent on or after J.nu.ry 1, 1982 will bear
lntaro.t at . rat. Nhlch will vary frOll calendar y.ar to cal.ndlllr yaar with that rata announud by the f1A
D.part.."t of Rlv.nue. The applicable lnter..t rat.. for \982 through 1999 ar.,
!!!! Inter.st Rat. Dally Intare.t Fldor V..r Intera.t Rat. Deill/ Int.rut Factor
1982 20% .000548 19&8~1991 11% .000301
1985 16% .000438 1992 9% .000241
1914 11% .000501 1993~1994 n .000192
19&5 13% .000.556 1995.19'18 9% ,0002:47
19&tI IO~ .000214 1999 1~ ,000192
19&7 .~ ,000247
"-Intar.st II aalculat.d .. fallows,
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notle. l.sUld aft.r the talC blc~' dtlinquant will r.fl.elt en lnt.r.st calcul.tion to flft.an (15) days
tMlvond tM det. of the ......Nflt. If paYHnt Is lied. .fter the inter..t 1l000utatlon dlllt. shown on the
Motlo., additional Intera.t aust n. calculat.d.
STATUS REPORT UNDER RUl.U.dJ.
Hame of Decedent I
MIRla,M H. ROI]iDER
Da te 0 f
oeathl~OVEMBER
~f 1997
21, 1997
Will Ho.
Admin. No.
21-1997..0955
pursuant to Rule G. 12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration or the above-captioned estatel
1. State whether administration of the estate is cOmpletel
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I ----
3. If the answel: to No. 1 is Yes, state the following 1
a. Did the persona I representative file a final
account with the Court? Yes_X_. (FILED ON 12/18/98 A FAMILY SETTLEMENT
AGREEMENT WITH RELEASES WHICH INCl.UDED A FINAL ACCOUNT.)
b. The separate Orphans' Court No. (i f any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X (THE PARTIES IN
INTEREST WERE FULLY INFORMED ORAl.LY AND PROVIDED A COpy OF THE FAMILY SETTLEMENT
AND RELEASES.) d. Copies of receipts. re leases, joinders and
approvals of formal or informal aCcounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
(COPIES ATTACHED.)
Datel OCTOBER 12. 1999
.'E.n / Q~iJl/
S~
\,'
PAUL S. ROEDER
Name (Please type or print)
1 HELLAM DR., MECHANICSBURG, PI'. 17055
Address - .
"
(.\
Lll11 766-1293
Te 1. No.
Capacity!
X Persona I Representative
Counsel for personal
representative
(MAH lrmU AMJ)
demands, auits or caUSCA of action8 which may be Ruc~e8Bfully
prosecuted agaInst the s/lld /<;Cjt/lto or the af.'oroAa:l.d IlXI~cutor artol.'
the siglling, son\ tng IInd dllllvory of this 1"lIl11lJy Settlomollt
Agreement and fill":I. rolo"Ao.
J. Illlch or tho partIoH do horoby /Icknoldodgo recoipt of
the assets descr:l.hed Oil tho Schodulo of DIstd.bulion attachod
horoto as Ilxhlb:l.t "A."
II. ThiA instrulllont 18 a fu:l..L alld fInal netl.Lelllont by and
among tho parties heroto, hoth fJduclary and Illdlvidua.L, fill of
the same bo:l.nl\ dor.Lvod at, concluded, and exocutod after a full
on d co IiI P lot e d .1. S c 1 0 SU I' 0 0 r the ass 0 t S 0 l' t h Il 1\ H t n to and the 1':1. r. h t A
of the partIes there.I.1l /Ind upon tho opportlln.ity to obtain tho
advice of counsol to oach "1111 all of the pnrt.ios illvolvod.
5. The purtl.os hereto ")\roe that they w.I:l.l ut all times
in the future Nhonovor necerJsary, IIIl1ko, execute, and deliver to
the said Executor nny nnd all Instruments of any kInd necesBary
to ear.ry out thlH agrrl'llwllt.
6. This ap,reelllellt. conAt1.tlltes the ent:lre underAtondlnr,
between the pnrtles hereto Elnd each acklloldedge t.hilt no
representatIolls or st.atl'lIIenUI of' any kind, IHItten or oral, have
been madn to thnm or flny or thelll prior hereily the gxeclItor or I1IlY
other person or party on hIs behalf.
3
___._...~_.v_..._._- _.~-_. -----.------'".- -. ---
"em o"Otlpttun "tc;kHJk." fftCft flllll)\"11 ul bunt!, n. lIulllh.,. 01 "hntlJ' /llltl 11(11 lJllll value Mfulml" Alttllllnto ""'Uti Vuhlft It' lIutl! 01 \lvlllh
numbll Y"UI whetl ''"tJlId t(l' klflllllhtl011ull, (llvo 9,,111111 GU!JIII'IIUI~ltlI lI[lhJ;\\\OIl dalo
- -_.-._~.. .~....__..._--~-_. .~_._,_... ...--- . ..-_. ..__.."..._....~,H.._~ .,.--.- ,,---~--_... -...-....--.-.-..'.-.....
1 1,1100 :-111:;. (COB )BI';IlCK [, CO, 1 ')'I.Obi I' I ('/ t. I 'I ,
.,1 _, I) .f...)
INC.
Z. ZOO SIIS.(COB)NliVAIlA 1'()IHill 1. 1.. It<, I 1,,11'):.1. '/
CO.
3. 800 511S( COB) 1'1'&1, Il!':SOOllCI~:S 1 22. "/ l.l IU, 1'/) . U
INC.
4. 600 511S. (CON) I'OTOHAC 1,:.1.2) 1.3,')')0.0
1';I,liCTItIC 1'0\/1<:11 CO,
S . 149 SlIS. (COB) I'I)Ul,IC HI~ll V . 21J.:.lI~ 11,21 H. ~
~;NTlmI'ItUH; GllOUI'
Cl. 300 SlIS.(CON) IlI,ACKIlOCK 1 N- (,. ')oe ,2,071.U
COmi Tit., INC. (CI,05-
1m 1';NI.l FUNIJ)
7 . 100 SlIS.(CON) IitmItGINI; BAIl- II, . 01, ~ 1 ,I, Ill, . :.l
K~'l'S 1"I,OAT I NG IlATli .,
1"UNI.l. INC. (CLOS!':!)
1~;NI.l LlUNI.l)
O. 3,000 SIIS.(CON) 1I1GII .1 NCOBI\ (, , III i HI , % 2 . S
AIlV ANTMa; THIIST Sill
(CLOSBll !':NIl \IUNIl)
9, 700 811S. ( COt\) ~'FS CIIAltnll <J. HI 6,UO:.l.l
I Ncotm 'l'IlUST Sill
(CLOSB\.l ~;Nll 1"UNIl) ,
.
10. l,42Z.4901 8I1S.(COI'\) H!':NTOH IN- ').461 , D,uSU,S
COtlli l"UNIl IHC. )
(CL08BIl liNIJ FUNIl)
11. 1,200.2109 SII:;. (GOtl) I'UTNAtI 7.1,61. 1l,964.0
IN'I'lilttll';lJl A'I'li GOV''!'.
INCONli TItUST SUI
(C LOS (Ill liNIJ l'UNIJ)
lZ. 4,000 HilS. (CON) itCH STIlAn;GH II . Ob L 1,1" ZSO. 0
G LO \lA I, (;OV'T,
FlJNIl, ING.
G 1,05 1\1l IiNlJ FUIHl)
13. nl.llOZ :.l SIIS. (COfl) Tl';t1I'I.I';TON 1 2 . lll'l :} ,1)21 .1)
Iitll\1lGINl; t1AHIU';TS IN-
Gotm I"UND, INC.
(CLOSI\D I\ND FUND)
-
lolallrom oOlllllluallon 90hodulo' (0' .,hllllo"," ,1'001') IIl1nchntl 10 Ihl. .<:holllllo
- - -,- .-
TOTAL. (fll.o onlol on I'or\ 5, 1I0<:1I1111111,,1I011, II"YO J, 1111111I11 ;'), -'- ' , 'IUII,UI,!I, :1
SCHEDULE O-Slocks allll Donds
(FO( 100II"Y OW/lod properly IIlul IfIllsl bo dlsclosod oil ScI,odlllu E, sou 1/10 IIIsIIIIOlloII' lor Sdlodlllo 1:,)
U
~
o
o
b
II
II
o
:.l
l\
!l
o
7
.\
111 mort 1,,'0.11 naaded. allach \ho cOlllllluolluII .chodulo hUIll Iha olld 01 Ihls ".ckoyo or oddlllul1ol shoo Is 01 lho SOIllO ~llO,)
(Tht IIIslluclloll. 10 Schedule U ",e In Ihe 001'01010 11151111<:lIu,,",) Schedule U- Pnyo 12
II....
,- UNITS
1 1
Z. 1
3. 1
4. 1
5. 1.
6. 1
7.
IiCHIW()L;~ C
ChockIng & SlIv,lngR IIccounts
--~.- .~-...--
..__.....---0..........._._._..
Utt<lllpltOH
Allilllltlto
yaluntloll dlllo
Allf;llllnlo vnlUf) Vnluo III dnlu 01 donUI
__4
HONl.;): NAIlK~;T 1"lIND-Sfll'I'I! IlAHNI';Y
1,; !I, lil, t) , 'i I
CLlIlI ~O GilliCK I N" IICCOlJNT COHE-
STIITI>8 IlANV
(nt,flU
CAPITAL GIIOWTII ACCOUNT
2/1, O~ L ,l))
23,(,)],7ll
CEIITlFICA'l'E OF DEPOSIT NO,I-/12-7:
KEYSTONE SAVINGS ASSOCIATION
CEHTIFICATR OF IJRPOSIT NO,l-42-
)75" KEYSTONE SAVINGS ASSOS,
16,637,U7
CEIlTlJo'ICATE ()(o' IH;POSlT NO,
1-42-4725 KEYSTONE SAVINGS
ASSOC.
3\1,U!J5,7U
1
CEHTIFICATII OF URPOSIT NO,
1-42-3696 KEYSTONE SAVINGS
, ASSOCIATION
, ;~
10,000,00
lolal "om conUn~allon schedules (or addlllol1ol sheels) ollochod 10 Ihls schodule ,
TOTAL. (11150 Ol1lor on !'mll., Ilncnpllulnuun, pnyn :1, alllOlll :1), , , . . . ) I 2] , r, '} l> , I, 7
(II more space Is needed, alloch the conllnuaUon schodulo hOIll lho om' ollhi!l packuyo or uddllional shools ollho snl1lO tll.o.)
(See Ihe Inshucuons on Iho ,0VOIsO sldo.)
Schedule c- Puye 13