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11-19
WILL AND
LETTERS TESTAMENTARY
PETITION FOR PROBATE OF
in the Estatc of
\,1111 alll 1\, Hardy
, deceased.
Harold U. MCLane, Deputy
To nielrl61 ~ E .~,l'Ia6r88A, Rcoister of Wi 11<; for the County of Cumberland,
in the Commonwealth of Pennsylvania,
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Petitioner(s) are the executor_A named in the Last Will and
Testament of.__\'!}!}I!!,lB,~u~a.r:d)'_. doted, Jl!!L21.L 19Z1._,
Decedent was a citizen of the United States and 0 resident of
~m~rwpx
CalliI' HIll __-..._____ Borough, Cumberland County, Commonwealth
of Pennsylvania,
Decedent died on _,__,!1onday .. the _zt:JJ....____ day of .Januarv
A. D, 19.1liL" in the County of ,___CJ.un1!.er.lu~_._. Stote of
_, pennJU'lvania , at the age of ..-11-- years.
U ~ kretx
Decedent has not been married end has not had children born to him
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$1,000,000. and of real estate to the value of
____250,000.
as near as can be ascertained; said real
estate situated as follows _HarrIngt~_.an~r;:lln:oll TownshI..I'.:s
York County, PA.
apply
Therefore, your petitioneds) respectfully tlfll3kl:oo: for the probate
of the said Lost Will and Testament and for Letters Testamentary thereon,
Dated
.January 24, 1980
DauphIn Deposit Bank & Trust Company
Name and address 21~ Market Street
of Petitioner(s) Harrisburg, pA 17101
..By: 13t:.:A--bJ{-~t ..jllL--
Assistant Trust OffIcer
:f~;~;~L~\.~trd~f/I' /./(/1'17-
633 Devon Road
Camp Hill, PA 17011
COMMONWEALTH OF PENNSYl.VANIA f
ss
COUNTY OF CUMBERLAND
Brenton H. Hake, AssIstant Trust OffIcer: of Dauphin Deposit Bank & Trust Company
and HedwIg H, _I!.nrdv ____.. ,,_,,__,,_._.._
named in above application, being duly _,__~I:!S!,t!L____m according to law
say(n that the statements set forth in this petition are true to the
best of _th~__ knowledge and belief,)
Ii ]'-- ~ I
Sworn d b 'b d b f ',u .--; )!.. ;';' L
, ,an su scrl e e ore '_'.. J.,L,1k.u.:z........, ...1, '~
. AssIstant Trust OU'"t-cer of
me, '_'__~_ .~Bnuar'y ,.... ~.L__ 19. RQ, , Daup~I..r'.._De:J'~,,~..t..,~~1'\~..~ Trus:.. Compan)'___
"- 01 A fR~w. .It.\,...~ /;, 'L' '.. II! II., ('
--- un~;G1,alff~~~~~~~.~!Reglste~ li{tllL1----~~> t{.l(r~
Hed"Jg H. Hardy
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Filed;
.January 3D,
19130
Attorlll'v 1'flul II. R110ndR
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(a) J give and hequoath all of my household furni-
ture and furnishings, automobiles, books, plct:ures, jewelry, china, silverware,
wearing apparel and all otlwr like articlos of household 01' personal USe 01' adorn-
ment to my wife, HEDWIG M. HARDY, if she Burv,ives me, or, if she does not
survive me, to my nephews, CHARLES DOUGLAS HARDY, JR., and ROBER'):' W.
HARDY, in equal shares, or to the survivor.
(b) If I predecease RiChard A. Scott, now of
Van Dyke's N\lrsing Home, Rldgewood, New Jersey', I bequeath TEN THOUSAND
DOLLARS ($10,000.00) to him.
ITEM IV:
If I predecease my wife, Hedwig M. Hardy, I give,
devise and bequeath unto my said wife, HEDWIG M. HARDY, and the DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, Harrlsburg, Pennsylvania, or the
survivor, as Trustee(s), an amount oqual to tho greater of (a) fifty per centum
(50%) of my adjusted gross estate as finally determined for Fedoral Estate Tax
purposes, or (b) $250,000 and free, in either case, of all taxes, less the aggregate
marital deduction allowable fOl' Federal Estate Tax purposes for property or interests
therein which pass or have passed to my wife other than under the terms of this
provision, IN TRUST NEVF~R'l'HELESS, for the follOwing uses and purposes (herein
referred to as the Marital Trust):
(a) My Trustee(s) shall have, hold, manage, invest and
reinvest the same, collect the income, and, beginning at my death,
pay over the net income in quarterly installments to my wife,
HEDWIG M. HARDY, dUl'ing her lifetime.
(b) Upon the death of my wife, during the continued existence
of this Trust, my Trustce(s) shall convey and pay over all of the
Page 2 of 23 pages.
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romainil'\g principal of this Trust, to or for the !nmefit of such
person Ot. persons oi'corporation 01' cot'poraHona 01' other entity
01' entities, 01' tJw estate of said wife, in such amou.nts 01' propor-
tions, and in such lawful.interosts 01' estates, whether absolutely
01' in trust, as my wife may have dhectcd, either by instrument
filed with my Trustee(s) during her lifetime exorcising this Power
of Appointment, or by her Last Will and Tostament. This Power
of Appointment shall be exercisable by my wife alone and in all
events. If the above Powor of Appointment is for any reason not
validly exercised by my wife in whole or inpart during her lifetime
or in her Last Will and Testament, then upon her death such portion
or: all of th., principal of this Trust 01' such interests and estates
therein as shall not have been validly appointed by her shall be added
to the assets governed by ITEM V of this Will.
(c) Only property which is fully eligible for the marital
deduction under the Federal Estate Tax law shall be assigned to
this Trust. Notwithstanding anything to the contr~ry contained il'\
this Will, my Trustee(s) of this Trust shall not retain beyond a
reasonable time any property which may at any time be or become
unproductive, nor shall my Trustee(s) invest in unproductive property.
(d) If my wife should not survive me, then the provisions of
this !tern shall be void, and the part of my Estate which would have
constituted the foregoing Trust shall become part of my residuary
Estate disposed of in ITEM VIII of this my Last Will and Te stament.
Page 3 of 23 page s.
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ITEM VI
If I P J'od..leOl.lHO illY wHo, Hl~DWIG M. HARDY,
I give, devl8e und beqlll'uth, IN TRUST, nil of (ho I'"at, l'oslduI' nnd romlllndol'
of my prop"l'ty, j"Hd, pOI'aonal und mlxod, not dlapuH"d of in tho pl'ocoding
portions of this Will, to my said wif", HEDWIG M. HARDY, Rnd DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, Hal'rlsbul'g, Pennsylvania, or the
survivor, as Tl'ustoo(s), IN TRUST NEVERTHELESS, for the following uses
and purpose s;
(a) My Trustee(s) shall have, hold, manage, invest and
reinvest the same, collect the income and pay over the net
income in quarterly instailrnents to my wife, HEDWIG M. HARDY,
\mtil her death or I'emarriage, whichevl'r occurs first.
(b) Whenever all of my wife's income is insufficient to
provide for her medical, hospital, nursing and nursing home cal'o,
my corporate Trustee, in its sole judgment, may pay to, or for
the use of, my wife an amount out of the principal of the Trust,
which amount shall not exceed FIVE THOUSAND DOLLARS
($5,000.00) a year.
(c) Upon the death or remarriage of my said wife, whichever
occurs first, my Trustee(s) shall pay TEN THOUSAND DOLLARS
($10,000.00) to my Alma MateI', WIl,LlAMS COLLEGE, Willlamstown,
Massachusetts, and shall thon divide all of the remaining assets of said
Trust into two equal parts as follows:
1. One such equal part shall be distributed to
CHARLES DOUGLAS HARDY, JR. and the SUMMIT
AND ELIZABETH TRUST COMPANY, Summit, New
Jersey, 01' the sUl'vivor, as Trust"o(s), IN TRUST
Page 4 of 23 pages.
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NEVERTHELESS, fa I' the lISOS and pllrll080s 8"t forth
in l'r EM VI of this Wlll, for tho bonofit of t.l1<> iS8\W of
Charles Douglas Hardy, ,Jr. (lwroin rofo!'n,d to as "The
Trust for tho Is suo of Charlos i)lHlglas Hardy, Jr.").
Z. On" such "qual part shall bo distributed to
ROBERT W. HARDY and the SUMMIT AND ELIZABETH
TRUST COMPANY, Summit, Now Jersey, or the survivor,
as Truatee(s), IN TRUST NEVERTHELESS, for the uses
and purposos set forth in ITEM VII of this Will, for the
benefit of th" issue of Robert W. Hardy (heroin referred
to as "The Trust for the Issu" of Robert W. Hardy").
ITEM VI: The following provisions shall apply to the Trust for
the Issue of Charles Douglas Hardy, Jr., created in the preceding ITEM V:
(a) The Trustee(s) shall divide the principal of the Trust
!rito as many equal shares or parts as there are thon living children
of Charles Douglas Hardy, Jr. (herein referred to as "Charles") and
then deceased childron of Charles reprcsented by th"n living issue.
The Trustee(s) shall hold one such share as a separate Trust for th"
benefit of each then living child of Charles, and one such share as a
separate Trust for the b,'ncfit of the issue of each such then deceased
child of Charles.
(b) In each Trust thus established for a then living child of
Charles, the Trustoe(s) shall hav", hold, manage, invest and
reinvest the principal thereof, collect the income, and shall, if the
child is under Zl years of age, quarterly pay to 01' for the benefit
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inveatand 1'<dnvost tho pl'incipal thefoof, collect tl", income,
and shall quarterly pLiy th" net incomo to or for tho benefit o.f th(\
heue of au.ch doc(\used child of Charles, pel' stirpes, Hving at
ench time of quarterly distribution; twenty (20) years following
tho death of tho survivor of myself and my wife, th" Trusteo(e)
shall distribute all of the then us ads in the Trust to the then
recipients of the income, in the proportions by which they are
then entitled to the income.
(d) If at any time beEoro final distribution of the assets of
any of the Trusts establishod for Charles' children 01' the issue of his
deceased children, thore are no living berwIlciaries of .said Trust,
that Trust shall terminate, and its assets shall be divided into as
many equal shares as there are thon existent Trusts created under
paragraph (a) of this Item, and one such share shall bo added to each
such then existent Trust; Provided, that if any of said Trusts herein
created has previously been terminated by distribution of all of its
principal to its beneficiaries, said beneEicial'les who received
distribution of the principal of that T rust shall collectively be con-
sidered an "existent Trust" for the purpose of this paragraph, and
One such equal share shall be distributed directly to such beneficiaries
in the same proportion by which they received the prinCipal of the
Tl'ust, or, if decoased, to thoir issue, pOI' stirpos. If at the time of
termination described in this paragraph (d), 01' H at any timo before
final distribution of assets under this Item, there is no then existent
Trust as herfJin defined and neither my wHe nOl' any of Charles'
issue is living, then all then assets of said Trust shall be distributed
Page 7 of 23 pages.
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to Cha,1'lea, if he is thon living,' or if he is not tht\l1 living, to such
perSOns, and in stlch prOportions, as would be entitled to receive
Charles' Estate had he then died intostatl1, a resident of NI'W Jersey.
(e) Regardless of tho foregoing provisions of this instrument,
if any Trust established in paragraph (a) ef this Item is in existence
2.0 years following the death of the Burvivor of Testator and his
said wife, each such Trust shall torminate at the end of said 20th
year following the death of the said survivor, and all assets of the
Trust shall then be distributed to the then recipient(s) of the income
of said Trust in the proportion by which said recipient(s) are then
entitled to the income.
I'rEMV,lli
The following pro.visions shall apPlY to the Trust
for the Issue of Robert W. Hardy, created in ITEM V of this Will:
(a) The 'l'rustee(s) shall divide the principal of the Trust
into as many equal shares or parts as thero are then living children
of Robert W. Hardy (herein referred to as "Robert") and then deceased
children of Robert represented by then living issue. The Trustee(s)
shall hold one such share as a soparate Trust for tho benefit of each
then living child of Robert and ene such share as a separate Trust for
the benefit of the issue of each sueh then deceased child of Robert.
(b) In each T rust thus established for a then living child of
Robert, the Trusteo(s) shall havo, hold, manage, invest and reinvest
the principal thereof, collect tho income, and shall, if tho child is
under 21 years of age, quarterly pay to 01' for the benefit of such
child so much of thl1nl,t income and principal of said Trust as, in
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the sole dhcr.otion 01' tJ1ll1'ruatoe(s), may bo n()ceSsal'yto
maintain said child in the propor station in life, including prop'll'
support, maintenance, modical, hospital,nursing and nursing
.hotne care, and coUoge, university, post-graduate 01' other
education; any unused income shall be accumulated. Upon such
child's attaining the age 01' 2l years, the Trustee(u} uhall pay to
such child any unpaid accumulatod income. Thereaftor, 01' beginning
at the creation of th" Trust if such child is 2l 01' more years of age
up:m the cr"ation of said Trust, tlw Trusteo(s) shall pay the net
income, in quartorly installments, to such child. When such child
attains the ago of 25 years, 1/3 of the then assets of the Trust shall
be distributed to him 01' hor; at age 3D, 1/2 of the then assets of said
Trust shall be distributod to him 01' her; at age 35, all of the remain-
ing assets of said Trust shall be distributed to him 01' her. (II, at
the establishment of said Trust, said child has already attained an
age at which he 01' she would have been entitled to one 01' more dis-
tributions of as sets as above provided, the portion( s) which would
have been distributed at such prior ago(s) shall be distributed to
such child forthwith.) Should such child of Robert die before final
distribution of the assets of said Trust, but be survived by then
living issue, all thon remaining assots shall be distributed to such
child's then living issue, pel' stirpos. Should such child die before
final distribution, and not be survived by thon living issue, the
provisions of paragrapb (d) heroin shall obtain.
(c) In cach Trust established for the benefit of tht, issue of a
deceased child of Robert, the Trustcc(s) shall have, hold, manage,
Page 9 of 23 pages.
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lnvost and rdnveat th(\ prhlclpal thereof, collect the incol1w, and
shall quarterly pay tho not incol1w to 01' for tho benefit nf tho
issuo of such dl1coascd child of Rnbort, pOI' sUrpes, living at
each time of quarterly distrlbution: twenty (2-0) years following
the death of the s\ll'vivol' of myself and my wife, the Trustee{s)
shall distribute all of the then assets in the Trust to the then
recipients of the income, in th" proportions by which they are
then entitled to the income,
(d) II at any time bcIoro final distribution of the assets of
any of the Trusts established for Robert's children or tho issue of
his deceased children, there are no living beneficiaries of said
Tru~t, that Trust shall terminate, and its assets shall be divided
into as many equal shares as there are then oxistent Trusts created
IU1der paragraph (a) of this Item, and one s.uch share shall be added
to each such then existent Trust; Provided, that if any of said Trusts
. herein created has previously been torminated by distribution of all
of .its principal to its beneficiaries, .said beneficiaries who received
distribution of the principal of that T rust shall collectively be con-
sidered an" existent Trust" fe!' the purposo of this paragraph, and
one such equal share shall be distributed directly to such beneficiaries
in the same proportion by which they roceived the principal of the
Trust, or, if deceased, to their issue, pel' stirpes, If at the time of
termination described in this paragraph (d), 01' if at any time before
final distributien of assets under this Item, there is no thcn existent
Trust as herein defined and neither my wHo nor any of Robert's issue
is living, then all then assets of said Trust shall be distributed to
Page 10 of 23 page s,
Robert if he is thon living, 01' if he is not them Uving, to such pol'-
sons and in such proportions, as would bo entitled to l'l1Coivl'
R.obert's Estate had he then died intestato, 11 rosidont of Now ,Tel'soy.
(e) Regardless of the forogoing provisions of this instrument,
if any Trust ostablished in paragraph (a) of this Item is in existonco
20 years following the death of the survivor of Testator .and his said
wife, each such Trust shall terminato at the ond oI.said 20th year
following the death of the said survivor, and all assets of the Trust
shall then be distributed to the then recipient(s) of the income of said
Trust in the proportion by which said recipient(s) are then entitled
to the income.
ITEM VIII: If I do not predecease my wife, Hedwig M. Hardy,
I give, devise and bequeath the sum of TEN THOUSAND DOLLARS ($lO, 000. 00) to
my Alma Mater, WILLIAMS COLLEGE, Williamstown, Massachusetts, and I
direct that my Exccutor(s) shall divide all of the rest, residue and remainder of
my property, real; personal and mixed, not disposed of in tho preceding portions
of this Will into two equal parts which I horeby give, devise and bequoath as follows:
I. One such oqual part, I give, deviso and boqueath
to CHARLES DOUGLAS HARDY, .JR. and the SUMMIT AND
ELIZABETH TRUST COMPANY, Summit, New Jersey, or the
survivor, as Trustee(s), IN TRUST NEVERTHELESS, for the
uses and PUrPOSl'S set forth in ITEM IX of this Will, for the beneIlt
of the issue of Charles Douglas Hardy, .Jr. (herein rcferrod to as
"The Trust for the Issue of Charles Douglas Hardy, Jr.").
Page 11 of 23 pages.
Z. One such equa 1 pu rt, 1 give devlao and IlOquoath
to ROBERT W. HARDY und tho SUMMIT AND ELIZABETH TRUST
COMPANY, S\lmmit, New Jorsey, 01' t1w survivor, as Tl'ustnc,(s),
IN TRUST NEVERTHELESS, for the \lseS and purposes set forth
in ITEM X of this Will, for the I>enefit of tI", lssuo of Robert W.
Hardy (heroin roferred to as "The Trust for the Issue of Robert W.
Hardy").
IT EM IX: The following provisions shall apply to the Trust
for the Issue of Charlos Douglas Hardy, Jr., created in the prect1ding ITEM VIlli
(a) The Trustce(s) shall divide the principal of the Trust
into as many oquul shares 01' parts as thero are then living children
of Charles Douglas Hardy, Jr, (herein referred to as "Charles") and
then deceased children of Charles represented by thon living issuo,
The Trusteo(s) shall hold one such share as a separato Trust for the
benefit of each then living child of Charles, and one such share as a
separate T rust for the beneIit of the issue of each stich then deceased
child of Charles.
(b) In each Trust thus established for a then living child of
Charles, the Trustee(s) shall havo, hold, manage, invest and reinvest
the principa.1 the roof, collect the income, and shall, if the child is
\U1der 21 years of age, qtlartorly pay to or for the benoIit of stich child
so much of tl>e net income and principal of said Trust as, in the sole
discretion of tho Trustee(s), may be necessary to maintain said child
in the propel' station in lifo, including preper support, maintenance,
medical, hospital, nursing and nursing homo care, and college,
Page IZ of 23 pages.
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univl:lrsity, post-graduate 01' other l!ducation; any unused income
shall be accumulated. Upon such child's attaining tho age of 2 I
years, tho Trustet'(s) shall pay to such chlld any unpaid accumulated
income. The roafte 1', 0 I' be ginning at the c reatlon of tht1 T ,'ust if
such child is 2l or more years of age upon the ereation of said
Trust, the Trusteo(s) shall pay the net illcome, in quarterly
installments, to sllch child. Whon such child attains the age of
25 years, l/3 of the then assets of the Trust shall be distributed
to him 01' her; at age 30, l/2 of the then assets of said Trust shall
be distributed to him or her; at age 35, all of the remaining assets
of said Trust shall be distributed to him or her. (II, at the establish-
ment of said Trust, said child has already attained an age at which
he 01' she would have beon entitled to one or more distributions of
assets as above provided, the portion(s) which would have beon distributed
at such prior age(s) shall be distributed tc> such child forthwith.) Should
such child of Charles die before final distribution of the assets of said
Trust, but be survived by then living issue, all thcn remaining assets
shall be distributed to such child's then living issue, por stirpes.
Should such chlld dil! boIorl! final distribution, and not be survived
by then living issue, the provisions of paragraph (d) horein shall obtain.
(c) In oach Trust establishod for the benefit of the issue ofa
deceased chll.d of Charles, the Tl'usteo(s) shall have, hold, manage,
invest and reinvest the principal thereof, collect the income, and
shall quarte rly pay the net income to or for the benefit of tho issue
of. such deceased child of Charlos, per stirpes, living at each time
Of quarterly distribution: twenty (20) years following the death .of the
Page 13 of 23 pages.
survIvor of mysolf and my wife, tho 'I'1'llsteo(s) shall dist'ribute
. all of tho then Llsseta Irt tho Trust to tho thon recipients of the
income, in the proportions by whIch they are thon entitled to the
income.
(d) H at any time before final distribution of the as.sets of
any of the Trusts established for Chal'les' children 01' tho issue of
his deceased children, there are no living beneficiaries of said
Trust, that Trust shall terminate, and its assets shall be divided
into as many equal shares as there are then existent Trusts created
under paragraph (a) of this Item, and ono such share shall be added
to each such then oxistont Trust; Provided, that if any of said Trusts
herein created has previously been terminated by distribution of all
of its principal to its beneficia rio s, said bonoIiciarios who received
distribution of the principal of that T rust shall collectively be con-
sidored an" existcnt Trust" for the purpose of this paragraph, and
one such equal share shall be distributod directly to such beneficiaries
in the sarno proportion by which they received the principal of the
Trust, or, if deceased, to their issue, pel' stirpes. II at the time of
termination described in this paragraph (d), or if at anytimo before
final distribution of assots under this Item, thero is no then existent
Trust as herein defined and noither my wHo nor any of Charlos' issue
is Hving, then all thon assets of said Trust shall be distributod to
Charles if he is then living, 01' if ho is not then living, to sueh
persons, and in such proportions, as would be ontitled to l'eccivo
Charles' .Estate had he then died intestate, a resident of Now Jersey.
Page l4 of 23 page s.
(e) Regardless of tho foregoing provisions of tllis instru-
ment, if any Trust Qstabllshed in paragraph (a) of this ItQm is in
llX(stenCQ 20 years following the death of the survivor of Testator and
his said wife, each such Trust shall tel'minate at tho end of said 20th
year following the death of the said survivor, and all assets of the
Trust shall then be distributed to the thm'l l'eclpient(s) of tho income
of said Trust in the pl'oportlon by which said recipient(s) are then
entitled to the income,
ITEM Xl The following provisions shall apply to the Trust for
the Issue of Robert W. Hardy, created in ITEM VIII of this Wllll
(a) The Trustee(s) shall divide the principal ef the Trust
into as many equal shares or parts as there are then living children
of Robert W. Hardy (herein referred to as "Robert") and then deceased
children of Robert represented by then living issue. The Trustee(s)
shall hold one such share as a separato Trust for the benefit of each
then living child of Robort, and ono such sharo as a separate Trust
for the benefit of the issue of each such then doceased child of Robert.
(b) In each Trust thus establishod f'Jr a then living child of
Itobert, the Truste,,(s) shall havo, hold, manage, invest and reinvest
the principal thereof, collect tho income, and shall, if the child is
under 2l years of ago, quarterly pay to or for tho benefit of such
child so much of the net income and principal of said Trust as, in
the solo discretion of the Trustee(s), may bl1 necessary to maintain
said child in the proper station in life, including prop"r support,
maintenance, medical, hospital, nursing and nursing home care,
Page l5 of 23 pages.
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sUl'Vivor of myself nnd my wife, tho TrustN1(S) shall distribute all
of tho then assets in tho Trqst to tho then recipients of th(, inoome,
in the proportions by whioh they a re then entitled to tho incomc.
(d) If at any tlnw beforo final distribution of tho assets of
any of tho Trusts establishod for Robert's children 01' the issue of
his deceased chlldron, tho!'o are no Uving beneficiaries of said
Trust, that Tr.ust shall terminntc, and its assets shall be divided
into as many equnl shares as thorn are thon existent Trusts created
under paragraph (a) of this Item, and ono such share shall be acidod
to each such thon existent Trust; Provided, that if any of said Trusts
herein created has previously been terminated by distribution of all
of its principal to its beneficiaries, said beneficiaries who received
distribution of the pril1cipal of that Trust shall collootively be con-
sidered an "existent Trust" for the purpose of this paragraph, and one
such equal sharo shall be distributed directly to such bonoficiaries in
the same proportion by which they reccived the principal of the Trust,
01', if deceased, to their issue, per stirpes. II at tho time of termina-
tion described in this paragraph (el), 0\' if at any time before final
distribution of assets under this Item, there is no then existent Trust
as herein defined anci neithor my wife nor any of Robert's issue is living,
then all then assets of said Trust shall be distributed to Robert if he is
then living, or if ho is not then living, to such persons, and in such
proportions, as would be entitled to receive Robert's Estate had he
then died intestate, a rosident of New Jorsey.
(e) Regardless of the foregoing provisions of this instrumi:mt,
if any Trust established in paragraph (a) of this Item is in eldstence
Page l7 of 23 pages.
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ITEM XIV:
In tho s\,ttlomont of my rCstate and during tho con-
tinuanco of the foregoing Trusts, my 11;xecutol'(s) and my Tl'u~t"e(s) of {lach Trust
shall pos~ess, among others, tho following powers to b.., f.'xorclsod for the best
intorest~ of tho boneIidarks (but subject, insofar as the Marltal Tru~t: is con-
corned, t.o tho l'ostrlctions ~et forth in the Item establishing tho Marital Trust):
(a) To retain any investments I may havo at my death so long
as my ExeClltor(s) 01' Trustec(~) may deem it advisable to my Estate
or Trusts s,o to do.
(b) To vary investments, when deemed desirable by my
Executor(s) 01' Trustee(a), and to invest in s\\ch bonds, stocks, notes,
real estate mortgagos 01' other securities 01' in such other real 01'
personal property as my Executor(s) or Trltstoe(s) shall doem wise,
with9\lt being restricted to so-callcd "legal investments".
(c) In order to effect a division of the principal of my Estate
or a Trust or for any other purpose, including any fina.l distrlbution
9f my Estate or any Tl'\\st, my Executor(s) 01' Trustee(s) are authorized
to make said divIsions or distributions of the p01'SOnaity and realty
partly 01' wholly in kind. If such division 01' distribution is made in
kind, said assets aro required to bo divided or distributed at their
rl'spective values on tho dato or dates of their division 01' distribution.
In making any division 01' distribution in kind, my Executor(s) and
Trustee(s) shall distributo assets so as to fairIyallocate any unrealized
appreciation thereIn.
(d) To sell either at public 01' private sale and upon such
terms and conditions as my Executor(s) 01' Trustoe(s) may deem
Page 19 of 23 pages.
advantageous to my Estall, 01' Trusts, any or all real 01' personal
estate Cd' Intcrest therein owned by nlY Estate 01' Trusts sovorally
or in conjunction with other persons or acquired aItor my doath by
my F~x:ocutor(s) 01' Trustee(s), and to consummate Baid sale 01' salos
by sufficiont deods 01' otherll'lstrunll1nts to the pUl'chaser 01' pur-
chasers, conveying a fee simple title, free itnd clear of &11 trust
and without obligation or liability of the purchaser 01' purchasors
to seo to the application of the purchase money 01' to mako inquiry
into the validity of said sale 01' sales: also, to make, oxecute,
acknowledge and deliver any and all doeds, assignments, options
or other writings which may be necessary 01' desirable in carrying
out any of the powers conferred upon my Executor(s) 01' Trustee(s)
In this paragraph or elsewhero in my Will.
(e) To mortgago real estate, but this provision shall not
apply to assets in the Marital Trust.
(f) To make leases of real estate.
(g) To borrow money from any party, Including an Executor
01' Trustee, to pay indebtedness of mine 01' of my Estate 01' Trusts,
expenses of administratlcm, or inheritance, legacy, estate and other
taxes. Tho provisions of this paragl'aph shall not, however, authorize
any borrowing from the Marltal Trust.
(h) To pay all costs, taxt's, expenses and charges In con-
nection with the administration of my Estate or Trusts, and my'
Executor(s) shall pay (he expenses of my last illness and funeral
Page 20 of 23 pages.
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA 1aa:
COUNTY OF CUMBERLAND f
This ...,',....,..."..........?~,~~.".....,.,.."......................,.... day of ....,',!.~.t;\,\H1D!...."..,......................,',..........,.. A, 0" 19.~~.."
before me .............!:I~,~~.~~...~,~...~,?.~~.~...~.~.~~,~:f........,................................:...., Register for the Probate of Wills
and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania,
) I' ..'...' '
, '1(/ l
personally came . ,."""", ,...,l..,~, ",...(. "., ,.....:.,,!.\h...:,,;r.', /.,'. "r,;,..,;".." ""', ,.",..., ,.,.. ,,' ,..." '..'", ..""."", ,'..'., ,.. ,'," ,.... ,." ,.. ,.""
~ ... .......... ........... ....... .... ,........ ............... '" .... .....................".... ...., .............. ........ ...... ..... ... ............." '...... ... ,....', ............ .., ....., ......
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
",~'!, .1.~,~.~,~!., ~"'... .H. ~ l:~! Y...,. ............"..""...........",.."....,..,...,...... ,'",.""'...,."".....,.,."",,. Da ted ...., :!.\l. !):,. ,2,1, I,..!, 9..7.?...,........"
late of ...........]~.~.:.?~!?!~,..~.~..~~?,',~...~~~..];.1........."........................................................ CwnberIand County, Pa" deceased
h be, duJ Sworn d' t I d d th t they were
W 0 IIlg Y .................................................. aecor IIlg 0 aw, epose an say, a..................................................
present, and saw and heard the testa..~RX............................., ......liJ.1.l.1.ilI~...1!.,..Jlp.x.(J.Y......................................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h..t~............. Testament and
Last Will, and at the time of so doing .........1.',<:'..................................................... was of sound and disposing mind,
memory and understanding, to the best of ..........~.\~!';~.~........................................., knowledge, observation and belief.
.............!?':',9.To!J.............................. and subscribed before
':::~,~~:..it~~. ~~ft~;t
........,
(- ;. ...' C. ,..'?/ ."
, .,' Xi "-.' (-
......... ..)./J.,.\/,x..,..~11),....'...f....~..~,.;.,.{.....t'......."...
.".:....;~";./:{:;;.l7?f..Z..,....:::::./;:;;,~~;:,';"."......."..,..
~,--
,r
...........,.........................................................."....................
AFFIDAVIT OF DEATH
.
COMMONWEALTH OF PENNSYLVANIA i
I ~~:
COT INIT OF CUMBERLAND
,~.~.<:'.~.~. o,n.. f!.:..,1,! ~~~,I., ,-:\~ ~ ,~~, k(\ n.~, )'X,l,l,~, F." () r J,~, ~ ~ To., .~. f." p.~)! J:>,I.', tn,. ~),~,I',0. ~ ~ ,t,., ,I!,~ n ~., .~, ..T.I~! 1!.~.. .9. ?'!')P'.~,'.'.Y.. bei ng duly
nnd Hedwig f1, IInrdy
...................S.':'.?In..................... says that as nearly as can be ascertained the said decedent ............................................
,.,.'"".,.'.."",....,..,..", ~i.~.!, ~ ~..~?,',. ,1,1,:,. .I! .~.:',~x."",.,.",..."..,.".......""".""...",....",.,."......,...,..,...",..", ,..,.....".,..,.,....".... died on
.......~~?!l~,nL............., the .........?~,I,:....................... day of ..,:~,~,~.',I,~r.~.................................................... A, D., 19..~.Q...,
at or about ........~~,~,0.?.............................. o'c1ock, .~. M,
..............~~.'.',~.!'.................................. and subscribed this
...................,~~.~~"....................., day of ..:!.'~,n,~~::!L.....
19'''?'()''lbef.o. re
o,~1 ,', Ii 1'1. ,'\,.' ,) . Deputy
...,...,.,7::: ,..~ J.l::\a" ,-:-.:;,.. ..~.)t,"i.I.V.,.,~;, ,.. RegIster.
........
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)fl J. -!,1'_ _'1 ..il,1f-'
.,.... _...,i...... ~'..."h..li!r'i:.j.....,."...i:..~.....,..1.....lj.........l..'.
IH1'i-IAtnnt ~1~IlRt ::,o(>t" 0: llllllPl n PPtlR:t
IInnk f.. Tl'lInt Company
.. . ' {I', /. i,. /
, .,'~'. '. i. " "")i'l(T~jf\ ..t(i~;;;i~,Ii-'L '~i..IT-- .....
OAnl OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA~
. 55:
COUNTY OF CUMBERLAND
Before me, the Register Cor the Probate oC Wills and granting oC Letters oC Administration in and for the
I\nmton M. Hake, Assistant Trust OffJoor of Dlluphin lJl!powlt
County of Cumberland, personally came ,)}l.1X\l,..IIJ)i)...1:r.IIi'\~,..G.Q"IlIHII1:1",l,1,nd..IJ~!J....J,g"t1.,..,llar.d,)'......"...................,......
who, being duly ....,m'I.'!.!,\\..,.......,.." do ............ depose and say that as ......!~~~::,l.',~,~~r.~.................................................
of the last Will and Testament of ..............\'.~.1.JJn~I,)I.:.)!!!!.i.l.\'..................................................................... deceased
....,.,..,t,ll~L......~.............. will well and truly administer the goods and chattels, rights find credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances,
"....~~.~.~!:"...."........ and subscribed
before me,
,..,....,..~~,n.~,~.7.y...,~.~........................, A. D" 19..~.O'..
.....~1IA A~ ~~,'~
...,~~.:B.:..~,!,tS!~~...~~.~~.~y
Reg!ster
). . .... //
.'",..., (.I..~tl:tli?I.".",./.1.;",il.tf"it:...,.,",..."....,.,.
Assi~ant Trust Officer of Dauphin Deposit
/1 "Bark &Jrust C'pY'MnY,'
...r.Jt.:(fll.'.~-;;i~.'I/!"ii~t;..~:?f.......'..,..,.,.,.,........
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DECREE
lle it remembered that on the .........~,~,~~........day oC .....................'!,~~.~,~,!:.Y...................., A. 0" 19..~.O'" there
was probated and recorded the last Will and Testament of ..,li.i.J.l.J,IlI~..,C" ..HIJx,dy.......................................................,
late oC ..,h!l!'!...~,0.r.r.i.li.ll,l..,IlL.G,l,1,om..)J,UJ...,...............,:.....,..........., Cumberland County, Pennsylvania, Deceased, Lellers
""d~'l.R H, Hsrcly and DAuphin DeposH Bank and
..' ,~,~'~ ,~,'~.~~~ ~ ~.rX.. "" ,...,'............ ""..' ...... were granted to ...... },r.\\~.l:, ..~.".!)l.p.nn:i........."'.. ..................................................
Witness my hand and official seal the day and year afores~~:/ ir. '.
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IN Rk:: WILLIMl U. H/lIWY
IN 'rilE COlJR'I' (J!" L:UMMON I'I.k:F\I;
AN ALLfX1IW INCUMI'.f;'fEN']'
OF ClJMlmllLANlJ L:Ol1N'l'Y, Pb:NNSYLV/lNIA
Ol\PJUINS' CUII1{~' DTVIIHON
NO. ];'4 ORPHANIi' 1979
G ITA'rION
'WE COMMAND, you thaI', lnyill'J ,udd", all hLls1ness and eXCllSCS
whatsoever, you he and appear In ~our'proper parson before th~
Honor Ilbh! JUd'JflS of the common l'lens Gout t, Orphlll1lJ' Cour t Div i!liOll
ell a se~;",ioll of the said (,lollr\' there to hold, for lhecollnty of
(,lumbar land to slwv.' C:lll1Se why he should I)()I be anjudgt'd "n
Inoompetent and il (1\.1/lrr1!i11l of hi!! Est1:ltn ilppolnted, re,tl1rnab1e
and to be hoard March 5, 1979, at 3:15 P.M. in C.R. # 3
Cumbl'!rland County COllrt House. curli>lle, Pennsylvania, to inquir"
into the matter RAt forth ,in said Petition, before Ron. Jbhn C,
Dowling, 12th. Jud. Dillt. sp...ciLllly presidi.ng,
At least 10 days' notice of t\w'heDrin'] !iililll b() gi.ven to
Nillilltn I\.. Hardy, the II1l.e'J('(] ineoml'I'tent, by !H'l'sclflal lwrvice
of a copy of 911UI P/'t,Hion ilnd C,itiltion. and by sendel'! of noticr,'
upon the next of kin by rcgiHtercd mail.
Witness my hand ilnd offic,i,,] rwnl of office ilt CilJ.'ly;'le,
PNIl'lsy1vania thin 2ht:. (]ily of l<'obruury, 1<'179,
I ,) I: "? (I ~
f.. !.-(~Jl.!~~~.',:\: . "VYlCi..t-"dl-O"Y"
RIOh~;d ft, Anderson ----
cHerk of..orr..'hanf'1' Court ni.vido"
..') 'yr'
Cumber lil nd {Jaunty L~ \ (" UCII"\'\
. 1 ' I "-!
Car l1S e,p,~nnrj. ' ,
'My r. ornm. EXp. h.l:. Mon ,Jan. ) ')f';'.
S 10
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(9) Rec ivod from Bache, lIalsey, Stuart, Shields, Inc, _
Add tional proe(\ed~ of $7.00/flhare on tender of 17.4
shares Ai reo Company, Common '
(10) Uneos!wd dividend eheck from Amedcan Cun Company elated
2/26/79
(11) Uncashed dividend check from National Ills tillers &
Chemic,,1 Corporation dated 3/1/79
(12) Uncashed dIvidend check from West::l.nghouRe Electric
Corporatioa dated 3/1/79
(13) Uneashed d:lvidenel check from Ford Hotor Corporation dated
3/1/79
(111) UncaRhed intereRt check from Southern Bell Telephone &
Teleflraph Company dated 3/1/79
(15) Uncashed interest check from W. R. Grace & Company dated
3/1/79
(16) Uncashed rent check # 52 from Randcl1 E. Melhorn for
rental of plot of land located on property situate in
Warrington Tm,nship, York County
(17) Uncashed dividend check from Pacific Gns & Electric
Company dated 2/15/79
(18) Uncaahed payrell check /I 4~03 from Beachley-lIardy Seed
Company dated 3/2/79
(19) Uncashed UnIted States Navy Retirement check II 42,806,448
dated 2/28/79
(20) Uncashed distribution check from Hunidpal Investment
Trust Fund dated 2/15/79
(21) Proceeds from Dauphin Deposit Bank & Trust Cempany
Checking Acceunt # 40-80-899-8
(22) Uncashed check from Herrill, Lynch, Fenner, Pierce &
Smith dated 12/26/78
.
(23) Proceeds from Commolll,ealth National Bonk Checking Account
# 222-432644-3
(24) Proceeds from Commonwealth NatIonal Bank Checking Account
# 112-432544-8
(25) Uncashed distribution check from Hunicipal Investment
Trust Fund dated 3/15/79, record date 3/l/79
(26) Proceeds of Dauphin Deposit Bank & Trust Company 5%
Statement Ravings Account # 01-6-28135
-2-
$ 1,218,00
70.00
140.40
97,20
315.00
380.00
12.75
20.00
4.13
1,375,65
.330.38
52,30
49,789.60
3,952.74
3,719.95
6,824,60
52.30
l6,741.50
(89) I,do Shllroa - Pennsy 1 vna:ln PO~ler &. Light Compl>ny,
Common $ 8,225.00
(90) 200 Shares - PUzer Incorporated, Common n.350.00
(91) 600 Shares - Squibb CorporHtion. Common 20,1,00.00
(92) 430 Shares - Standard on or CnU f orniu, Common 19,376.88
(93) 800 Shares - Texac.o Incorporated, Capital 19,700,00
(94) 600 Shares - Union Pacific Corporntion, Common 34.050.00
. (95) 400 Shares - Westinghouse Electric Corporation,
Common 7,125.00
(96) 10. Shares - Nunicipal Investment Trust Fund
Twelfth Pennsylvania Series 7.468.75
(97) Bache, Halsey, Stuart Noneymart Asset 3,502.07
C, SECURITIES.- trnLOCATED
The follo,"ing municipal bond issues, for
"hich broker confirmations are in our
possession. have not been located to date
and.are not presently in the physical
possession of the Guardian
(98) $ 10,000. Bucks County Water Sewer AtlthorHy 51~ Revenue
Bonds due 2/1/91
9,525.00
(99). 10,000, Philadelphia School District 4.50% School
Revenue Bonds due 3/1/83
9,01,5,80
D. HISCELLANIWUS
(100)
(101)
(102)
(103)
(lOt.)
(105)
(106) 5
(107)
Capital Life Insurance Company Annuity PO.ucy
# 201004339, carried @
1.00
1.00
l.00
l.00
1.00
1.00
325.00
@ 1.00
,
.
Capi tnl Life Insurnncc Company, Annuity
Policy # 201004440. carried @
Great-West Life AS8urance Company, Policy
. # 5,073,544. carried @
Great-West Life Assurance Company, Policy
# 5,073,545, carried @
National Service Lifo Insurance Company.
Policy # V-329892, carried @
New England Hutu/ll LIfe Insurance Company,
Annuity Policy' A-301l30, carried @
Units - IDS/flcClIl1och Oil Exploration Program
1972-C Partnership Agl'ec'ment, fair market value
Title to 1961 Hcrced0H 80no Automohile. carried
-(J-
(9) ~.eoeived from Uache, Halsey, Stuart, Shi,elds, Inc, -
Additional proceeds of $7.00/share on tender of 174
shares AireD Company, Common
(10) Uncashed dividend check from American Can Company dl1ted
2/26/79
(11) Uncashed dividend check from Nationlll Distillers &
Chemical Corporsdon dated 3/1/79
(12) 'Uncashed dividend check from We&tingheuse Electric
Corporation dated 3/1/79
(13) Uncashed divide,nd check from Ford Motor Corporation dated
3/1/79
(14) Uncashed interest check from Southern Bell Telephone &
Telegraph Company dated 3/1/79
(15) Uncashed interest check from W. R, Grace & Company dated
3/1/79
(16) Uncashed r.ent check II 52 from Randell E. Melhorn for
rental of plot of land lccated on property situate in
Warrington TownshIp, York County
(17) Uncashed dividend check from Pacific Gas & Electric
Company dated 2/15/79
(18) Uncashed payroll check II 4603 from Beach1ey-Hardy Seed
Company dsted 3/2/79
(19) Uncashed United States Navy Retirement check II 42,806,448
dated 2/28/79
(10) Uncasheddistribution check from Municipal Investment
Trust Fund dated 2/15/79
(21) Proceeds from Dauphin Deposit Bank & Trust Company
Checking Acceunt # 40-80-899-8
(22) Uncashed check from Merrill, Lynch, Fenner, Pierce &
Smith dsted 12/26/78
(23) Proceeds from Commonwealth National Bank Checking Account
II 222-432644-3
(24) Proceeds from Commonwealth National Bank Checking Account
II 112-43251,4-8
(25) Uncashed distribution check hem Municipal Investment
Trust Fund dated 3/15/79, record date 3/1/79
(26) Proceeds of Dauphin Deposit Bank & Trust Celnpany 5%
Statement Savings Account # 01_6-28135
I' " .~ p~'~ I f'.j't ~i47
ll.,,\ ,&, 'v
-2-
$ 1,218.00
70.00
140.40
97.20
315.00
380.00
12.75
20,00
4.13
l,375.65
330.38
52.30
49,789.60
3,952.74
3,719.95
6,824,60
52,30
16,741. 50
Aq7~
May
May
May
May
May
May
May
May
May
May
May
May
May
May
May
May
May
May
lO
l5
18
18
18
21
21
21
24
1
Interest: Pennsylvania State Public School Bid1ding Authodty
6% School Lease Revenue Bonds Series. All due U/1/93
l50,00
$
1
Interest: Riverview Pennsylvania School District 7% General
Obligation Bonds Series 1975 due 5/1/93
Interest.: $20,000. U.S. Treasury Bills due 5/1/79
863.43
350,00
1
8
Retirement: U.S. Navy
341. 35
8
Social Security for 4/79
538.70
8
Dividend: Dow Chemical Company
288.40
8
Dividend: All is Chalmers Corporation
85,00
9
Interest: Ford Motor Credit Company 8,375% Notes due 5/1/84
418.75
9
Interest: GenF.lra1 Electric Company 8.5% Debent.ures due 5/1/04
425,00
Interest: Pennsylvania Power & Light Company 9.75% Series 1st
Mortgage Bonds due 11/1/05
48'1.50
Interest: Pennsylvania Conunollwealth 5.75% General Ob1igatl.on
Bonds 1st Series S of 1975 due 11/15/94
862.50
Interest: American Telephone & Telegraph Company 8.80% 3l-yr,
Debentures due 5/15/05
440.00
Dividend: Pacific Gas & Electric Company 6% 1st Preferred
4.13
Dividend: Municipal Investment Trust Fund l2th Penllsylvania
Series
52,30
Refund: Holy Spirit Hospital
3.20
Interest: $50,000, U.S. Treasury Bills due 7/5/79
546,ll
Interest: $55,000. U.S. Treasury Bills due 6/14/79
855,36
Medicare reimbursement
579.12
l.(di
t.'.''"-
,-;U LI'.!
, i'
I..,)
-7-
1979
June
June
June
June
June
June
June
June
June
June
June
June
June
June
June
.July
July
July
July
July
July
12
Dividend: Texaco, Inc.
12
$
1132,00
Dividend: Marathon Oil Company
13
Interest: Mellon National Corporat:lon Floating Rate Note
due 6/1/89
296.80
14
Interest: $20,000. U.S. Treasury Bills due 8/2/79
242.:>0
14
209.75
Interest: Pennsylvania Power & Light Company 8.25% lat Mortgage
Bonds due 12/1/06
15
Dividend: Squibb Corporation
412.50
162.00
137,60
63.65
18
Dividend: Intllrnational Business Machines Corporation
18
Dividend: W. R. Grace & Company
18
Dividend: Exxon Corporation
18
Interest: Municipal Investment Trust Fund 12th Pennsylvan;l.a
Series
187.20
18
Dividend: Conco, Inc.
52.30
20
Payment: IRA Account
85.00
25
Dividend: Pfizer, Inc.
3,115,00
26
66.00
Pennsylvania Blue Shield rdmbursement
14.40
26
Blue Shield 65 Special reimbursement
2
Dividend: FMC Corporation
3,60
2
Dividend: Dauphin Deposit Corporation
280.00
3
Retirement: D,S, Navy
215.60
3
Salary: BeachleY-Hardy Seed Company
341.35
3
Dividend: . Union Pacific Corporation
.1,375,65
5
345,00
lncome:
Fixed Income CoIlective Investment Fund
.14.96
L (/ :"
iclH ...0 l'I>,!.
67
-9-
1979
Apr. 3
Apr. S
Apr. 10
Apr, lO
Apr. 10
Apr. 16
ApI', l6
Apr. l6
Apr. 16
Apr, 16
Apr. 24
Apr, 24
Apr. 27
May 1
Hay 2
Hay 3
May 4
May 7
May 8
May 8
W~st Shore Country C1uo - 1979-1980 dues
$ 150,00
523 . DO
290.17
4.90
4.90
7,500.00
105,15
1,000,00
40,Or
84.30
17.00
517.20
32.00
17,00
27.64
47,00
192.00
40.23
52,44
25.or
lllue Ridge Haven West - Institutional care
Anne Ii'. Kl1ller, Tax Collector - 1979 County & BorOl!!!.h Real
Estate 'faxes for 633 Dovon Rood, Caml' Hill, Pennsylvanilj
Anne F. Keller, Tax Collector - 1979 County l'e.rsonal tax for
William Hard y
Anne Ii'. Kell.er, Tox Collector - 1979 County Personal I'ax for
Hedwig Hardy
Internal Revenue Service - 1978 Partial bnlance payment on
Federal Income Tax
Keystone 01.1 Products Corporation - Fuel oil 633 Devon Road,
Camp Hill, Pennsylvania
Cowley Associates - Professional servicea
West Shore Country Club - Balance on account
Bell of Pennsylvania - Telephone service to 4/1/79
Harrisburg Consistory AASR - 1980 dues
Holy Spirit Hospital - Professional services balance of
account
Howard M. Osterling, Inc, - 40 Gallon yard spray
Cowley Associates - Professional services
Pennsylvania Power & Light Company - Illectric service to
4/25/79
Notary fees
Dauphin DaPosit Bank & Trust Company - Postage & inSUrance
on registration of securities
Professienal Pharmacy - Ilthical drugs
Professional Pharmacy - Ethical drugs
Cowley Associates - Professional services
LCli'i
',7
,
,,:0
-19-
l.9.I9.
May 8
May 8
May 10
May 15
May 18
May 18
May 18
May 21
May 21
May n
May 21
May 24
June 1
June 4
,June 5
.June 6
June 6
June 6
June 7
Thci University Club - !lllllU1Cll due
American Expross Company - Annulll memherahl.p fee
Pennsy1vanl.a Corporution Lonns Tnx
Clerk of Courts, Cumbor1and County - 35 Certified copies of
Court Ordor
!le11 of l'ennaylvanin - Telephone service dated 5/1/79
Edmond F. Shedloeky, 0,0.3, - Profeasional. services' repair
of partial denture for Hedwig Hardy
Notary fee
Cowley Associ.tes - Professional services
Pealera Flower Shop - Statement dated 5/7/79
West Shore Country Club - Statement dated 4/30/79
Truman E. Horner, Inc. - Refuse collaction
Accrued interest on purchase of $100,000, Souder ton PenneylvlIl)ia
Area Joint Schoo1. Author.ity 5.25% due 5/l/87
Notary fee
Pennsylvania Power & Light Company - Electric service to 5/24/79
Blue Ridge Haven West - Inatitutlonal care te 5/79
Dauphin Deposit Bank & Truat Company - Safe deposit box rental
to 6/8/80
United Business Service - Service to October 1979
American Express Company - Renewal travel , leisure card member
Dauphin Deposit Bank & Trust Company - Reimbursement for COllt
of flUng Inventory' Appraisement
luHK
tfll I..'
.. . ~
d~i
-20-
$
33,00
25.00
2IJ.OO
70,00
89,1.0
30.00
1.00
50.00
16.70
26.12
9.75
320,83
l.OO
29.03
605.62
24.00
69.00
7.00
6.00
l"m
,)un(\ 13
Jun(\ 14
Jun(\ 15
June 21
,Julie 25
June 25
June 2,5
July 3
July 3
July 3
July 3
July 3
July 11
July 12
July l2
July 12
July 12
,July 12
July l3
July l3
IlIll11 of l'(\nnsylvania - 'I'elephon{\ surviee to 6/30/79
l'ennuylvania Corporat.ion Loan 'fux
I\hoads, Sinon & Ilenderslwt - Legal sorvIces & reimburllement
for costs advaneed
Capital III ue Cross - Medical premIum to 10/79
Pealers F1owL,r Shop - Flowers dclivcred ,5/30/79
Uoward M. Osterling - 40 Gallons yard spray
West Shore Country Club - Ila1ance due 5/79
Professional Pharmacy - Ethical drugs
Cowley AssociatQs .- I'rofQssiona1 services
Nationwide Mutual Insurance Company - Semi-Annual premium
policy # 58A466-636
Riverton Consolidated Water Company - Water service to 6/6/79
Rotary Club of Harrisburg - Du€:s
Accrued interest on purchase of $25,000. Franklin County
Pennsylvania Special Education Authorit.y 5.30% School Revenue
Bonds due 3/1/82
Standard & Poor's Corporation - Destination Sales & Use Tax
The University Club - Dues & assessment
Edmond F, Shed10sky, D.D,S. - Professional services
Crumay Parnes Associates, Inc. - Professienal. services
PennsylvanIa Power & Light Company - Services to 6/25/79
Internal Rsvenue Service - 1978 Federal. Ineome Tax balance
due
Internal Revenue Service - 1979 Estimated Federal Income Tax
2nd quarter
L ~'t K
\i(. , L
,.,U 11'\',
t' "
.:J
-21-
$
43.34
20.00
850.02
93.00
7.l6
32.00
56.66
l.6,4~
24.00
112.50
16.18
67,25
88.33
132.50
65.00
15.00
45.00
40.27
3,385.00
12,000.00
lug
nCH~ I 5
Ilee, 6
Doc, 7
Doe. 7
Iloc. 17
Del', 20
Ill!c. 20
Dee. 20
Dec. 21
Iler. 21
Ilee, 26
D(~e . 31
Dee. 31
D(.~c . 31
Dec. 31
Dec. 31
DBC. 31
1980
Jllll. S
i'ennsylvania Power & L1.ght Company - Electric service to H/27
Dr, Frank E. Belknap, Jr. - Professional services 3/6,4/18.
5/30,7/11,9/25 & 11/16
Keystone Oil Products Cdrporation - Oil service on 11/9
Camp lIi11 Fire Company & Ambulance Association - Ambulance
service & Fire Company dues
Bell of Pennsylvania - Telephone service to l2/3l/79
Christmas Gift - To Robert Hardy Fsmily
Christmss Gift - To C. Douglas Hardy Family
Hedwig Hardy - Purchase of Christmas gifta
Capital Blue Cross - Medical premium to 4/80
Hedwig Hardy - Reimbursement for payment of bills
Ssmmons Connnunications, Inc. - Monthly service charge
Keystone Oil Products Corporation - Oil service on 12/20/79
Tri-Countj United Way - Gift for 1979-1980
.Joseph H. Gerdes, Sr, M,D. - Professional services
Nationwide Insurance Company - Renewal premium on car insurance
Riverton Consolidated Water Company - Water service
West Shore Country Club - Restaurant expenses on 11/24/79
Internal Revenue Service - 1979 Estimsted Federal Income Tax
4 th quar ter
UbU\ t!u I.",: (.;3
-25-
$ 74,87
60.00
l02,99
7.00
l44.23
500,00
700,00
300.00
103.80
675.28
6.31,
133.86
100.00
l40.00
112.50
21. 29
57,99
6.000.00
Mrs. Hedwig M. Hardy - Net income
5/3/19
6/4/79
7/2/79
8/2/79
9/4/79
10/2/79
11/2/79
12/4/79
1/3/80
$ 275,00
275,00
275.00
275.00
275,00
275,00
275.00
275.00
.___17 ?.~90
$ 2,475.00
Dauphin Deposit Bank ~ Trust Company - Commission
____~_,_~1O ._~g.
TOTAL PERSONALTY INCOME DISBURSEMENTS
..Li..? 9 55 . ~'t
.. ~::r~~__"_
REALTY
-------
INCOME RECEIPTS
Frank L', Smith - Rent
3/19/79
4/24/79
5/21/79
7/3/79
7/30/79
9/5/79
9/2,4/79
11/8/79
12/4/79
1/3/80
$ 60.00
60.00
60,00
60,00
60.00
60.00
60.00
60,00
60.00
60.00 $ 600.00
Randell Melhorn - Rent
4/19/79
.$
20.0<),
20.00
L'I" "
;..L"
\, ',' I
,-.,l
r .~
b~;t
-26-
Earnings I Farm Warrinllton 'l'owllBhip York Cpunty 97 acrea
8/l/79
8/7/79
9/28/79
12/4/79
1/7/80
$ 547.86
831.68
4,119,25
1,046,20
_. 413.,..Q.8..
TOTAL REALTY INCOME RECEIPTS
.TiE.A..LTy'
.INCO.t-!.E.Jl. I SBURS}gIENl~
1~79
Apr,
I,
Beachley~Hardy Seed Company ~ Seed bought
Apr.
4
Craig~Crain~ Reimbursement for 1/2 share of seed purchase and
1/2 share fertilizer
Apr,
23
Joseph McGraw, Illc. ~ Appraisal of rea.1 estate
94 Acre Farm
97 Acre Farm
$ 275,00
._.._250.00
Apr.
24
R. C. Markel - Plumbing repairs
94 Acre Farm
97 Acre Farm
$ 203.15
28.75
Apr. 30 Joyce M. Smith, Tax Collector - 1978 Real Estate Taxea
94 Acre Farm $ 541. 20
97 Acre Farm ___.6 9 4.,-~4.
May 2 Joyce M. Smith, Tax Collector - 1979 Real Estate Taxea
94 Acre Farm $ 126.00
97 Acre Farm __..!.~1. 70
May 21 Wayne Feed Supply - S oed for 94 acre farm
Ll)l~ ~~ l> I,,'. Uj
-27-
l._9_L~?8..JlJ.
1 .lJ:?"~'_~7,
$
507,00
480,27
525,00
231.90
1,235.74
287.70
81,50
1979
June 21 WlIyne Feod Supply - Seed for 94 aore ClIrm $ 520.45
July 19 WlIyne Feed Supply - Selld for 97 acra furm 1,93,25
Aug. 7 Joyce M. SmHh, Tax Collector - 1980 Real Estute 'I_laxes
91, Acre li'arm $ 540,96
97 Acre Farm 694.23 1,235.19
,~~--...-..--.-.....-
Sept. 20 WlIyne' Feed Supply - Seed for 94 acre farm 254,64
Se,pt. 22 Beachley-Hardy Seed Company - Seeds for 94 acre farm 371.25
Sept. 23 H. Harvey Taylor & Sons, Inc, - Fire Insurance to 10/3/80
97 Acre Farm
94 Acre Farm
$ 250.00
~!9)_...QQ
151.00
Sept.
23
H. Harvey Taylor & Sons, Inc. - OLT Lia\,Uity Insurance to
10/4/80 on 97 acre farm
71.00
Sept,
25
Oct.
2
R, C. Harkel - Plumbing & hea ting repai.rs on 94 acre farm
R. C. Harkel - Plumbi.ng & heati.ng repai.rs on 97 acre farm
Beachley-Hardy Seed Cempany - Balance due wheat & ,timothy on
94 acre farm
223.81,
26.50
Nov. 13
84.60
Dec.
7
R, C. Harkel - Haintenance to 11/7/79 on 97 acre farm
---~~.j2
,~ 7,077,48
TOTAL REALTY INCOME DISBUR8EHENTS
litLR
hi.>
',' r
11\\)"
Go
-28-
:1 I 1/ / '1/
~. 8~-A)
.. .. ..~$!~OI'J
, .. ",' '"!!"/
..'.\1,I7$!A"I;~
,<I,v..t.H\II'I',-,1
COMMONWEAI.H{ or PENNWIVAlllA
OH~ARTMENY or REI/HIli I"
TRANSHR INHE~ITAHct 1AX
ReSIDENT DECW~NT
AFfiDAVIT OF
FIDUCIARY
(InitfIJ(:tlon'1O on R{,1ftH~;u Sido)
=-,..:c:-~~-;=,;:_c:":
...._T_'. ..._~__"___
.~---- ----~--
.~n_____~OO"__'.~_ .."
__ "__ _,..rT_ _.~.__
_"_, .."_"_' '~_....,~_r~ ___,~~_~,~. __'<_'~__'_~T__~_____ --,
_ __ _ ____ _____._~~____"~_"L_. ,_T_,__~'~_~__'__~""'U_ -..
"-:=1'.7_ ~ ",
-
Estnto of .. jlJ.l.U4mU"Jl~r.:gy.
Lost AddresR .633 Devon RO~~..
...~.~.:nIU!~,111 ~~ A
D(lto of DMi\1
,Januarx7L19~O
Social Socurlty No,..1.?5.'7~U=.QJ.Q.l___...
17011
Bureau Fllo No, _..___..m......____.........
(\111'1
pn ^ H~)
{ZH'I
County Filo No, _..!..?/..2...Z;:_.../...':'~)":.__m.
1. Decodent died:
( ) Intestato (without a will)
(X) Testate (leaving 0 lost will--copy attoched)
2. Is the filing of a Federal Estate Tux Return required lor this estate?
YeSntL. No ...~
~
a
3. (X ) Executer/&l{~~
) Administrator/Administratrix
Nnme J1aUJ;l.hin...DeJ;!Qsit__J1a.nk...and . Tr.uaL'CO".,...
Ad dre ss?2:1k1Clrl<.El.t~s.tr~.et: ...__. ..-,---.-...~.--_.
Jiill" r iBl>,\!l;'9.,_ .l'..omn:. y.l.y.arU,SL....l1~, O~__.
(CITY) (~TI\Tn (i,IPI
AND
cb
Hedwig M. Hcu:.dy
63 3 DevOn Rdld
Camp Hill, 2A 17011
0\
4, All correspondence should be moile~ to ( ) Attorney
( X) Fi~uciory,
5. II an attorney is rep,.cserdin\l the ostate, indicate:
No me .B.h9ad S.L.~ ,i,.l]Qll...~.Jl,?nger:!3 hot..__..___
Addros s 1'....2_'-...Box._:IJ.4 6._u__
. Harr_~sb':lE9:_Ll'el}1}.s.Y.:L.YLlD).:.Ll__.1 71 0 8_
lcl TY) (':T A. TEl (1.IP)
List all sofe deposit boxes registered in the decedent's Individual nome or jointly with, or as an agent or deplJ 'y
of another, or in decedent's individuol name with right of access by another as agent or deputy, Include the non"
and address of the bonk 0' other InRtitotion where the safe deposit box is located, the name (R) in which th" hox
is registel'ed and the relntionship of the ioint holders to the decedent.
_ _., _; _ c,...,=~,.,~_:,=,:-:--=='-'."""_I"'-'--c.:,'''-''"''-:_::C-'=~'-'-''-''-~' ~.-._'---==
NAME AND ADD~ESS or BANK OR OlllER IH5T1TUTIOfl NAMe OR HAMES IN WHICH
~~..!tIlCfl DECEDENT MAIH~AIHeO_AS!cF.E. OEPO~I!_I\OX _,__ __,:.~FE DEPO!~!. BO.:,IS R!~O!~:E~:~
.=>:"""--=.=W=~~.'?~T;O:l_'"'-=-'''
RELATIONSIIIP OF 10lNY
HOLOE~S Tq~~_~.C:~J"~L.,
_~~___u_~~___.__ ........~.__~, __~.~.__..._...,.,,~_~___~_..___n_____"__~_ -_._~----- -- .--- .~-~~~~_._-_.,
___".__.__.~_...,,~,_~__.."__________..__r._"__~_~ _'_'~~."~__"~_~~'~~'_'~_~~~_ _._-- ~__._~__a.__._~._..__>___~__.___ ,
~_.,.,__"._~__._~__,. "".,___.__._, ____~_,___----+....~.._.....-+~______.~'nm
Under penalties af perjury, I doclare that I hove examined fhi, retllrn, including nccomponying schedules and
statell1e~ts, ond fa the best of my knowll,Jqe nnd bel,e! if iR f,ue, conecf nnd complete,
Dauphln Deposit Bank & ~'rust' Co. & Hedwig M. Hardy, Co-Execut.ors of the Estate
Willfrm B, lIard~ . '
BY:./.:I-~jd.':"~~tJ1.._J.:I~J7BY: /1" I, II, ,,~/,_.. L. /.._1'(
Iledw~g \~f. Hardy / ',IC,~-( \ j UFI 01 f '(\lJrIAlh pI> 1I
. !\::iIlILIit.fttl:t 'l'rust Officer
!'INNSYl VAt{II\ INIIIHII/llil;Ll.AX I:INI HAlINIOHM~_U'I~
1. PEH_~O_~~.Bf~PC)NSlfllIIOIlIlFTI.!HN
Secllonllll 01 tho Inhl'lIt,lll(.(: and hlatc Tax Act of 1%1 plovirll"; 1I1:lllIlolnllowing porson!: shall proparo and flie
n retnrn:' .
a, Tho jlf![~;onal ruprosont:llivn ollllf1 o~:tilte of tho dccorlont as to jllOjlllrty of tho r1ocedol1l nrllnillistornd by him
ilnd ',lIch ndllltlon,ll propr:lly whiellls or 11I,IY he suhloctto 111I1I'lllauco Tnx 01 which ho/sho s!lidl hilve or
ncqulIJ kllowledgo:
b. Tho IrnnsfilloO 111 propelly Ilpllll !11lJ trilnslof 01 which Inhurililncn T:lx ii; Qllnny be illlposed by the 1961 Statuto,
Including ilIIU!:loo of plopelly Iransferrolj in tlllst, plOvirlncllllilluo snp:rrillo rolurn 1I0nlj ho madn by the transfeleo
of plopolly IlIcluded in the rolulfI of il pelsonal fopfflsent;ltlvl',
2. PLACE FOil riLING
~....__~_._,...__. __ '_n_'.__
Tho roll\111 IS 10 bo filed ill duplicate with [he lIeRlslor of Wills of tho coullly wheleill the decedent resided,
3. TIME FOR [II IN (,
-..-.... --.-----..-----
T1H1 lelutu i:: due lIine mOllllls allerthe dececlellt's death, ullless au fJx[ell!:ion for filing IHls been ~pplied for ancl
grmiletl by t1H: SecrotilfY of Revclllue Withlll tho nillo-mollth pC'rlod,
4. E.!lIUJ1il;.JO fIU:JlET~.~'!1
Sectloll 19J olllle 1961 Staluto plovides lhat " , , ,allY person who willfully fails to file n return or other repert
requlleilur him, , ,sholl be pelsonally liable, . .to a penalty of 2!i% olllle tax ultimately found to be due or $1,000
whichevor I;; Ihe 11l~/;l'r 10 ho rr)covnred by the Depmtmont of Rovenue Ell,; dolils of like amount aro recovernble hy
law,"
5. lA.X RA n~~
Inhoritollce Tax is payable i1tllre r,lto of G% on trnnsfors to linenl doscondants, such as fnthel, mother, husbnnd, wife,
5011, dnllghler, gfollllchildrOIl, gr,ll1dpilfellt, SOli-ill-low and daughter-ill-law nnd nt the rate of 15% as to all others,
6, PA~JNl.QJ TAX
Tho tax i1SSIJSSOn on tilt) tlansfer of plOperty reportod in the return is duo 9 mOllths aftel the decedellt's doath. Interest
at the rilte of 6% per onnUlI1 accrues theroafter until p,lyment IS marlo, All paYlllonts roceived are lirsl applied to allY
intorost which may be duo with ,my remainder npplied to lIle tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks ~;hould be made pay;rlJlo to tho Register of Wills of the county wllOrein the docedent resined and are
recOlved subject to 11111 i1nill dntnlmin8lion of the Depmllllnnt of RovDnlle,
7. FAIUlIlE TO PAY
--_.~._--
The laxes illlposocl, tOf~ellll'l with allY interost thereon, are d lionupOlllOnl properly, which lien romains In effeclllntil
the taxn~; :lIld illtere::lh:i'lo booll paid in full. Tho tnxllS mflY ho sued for agflillst nny roal property in the decedellt's
estnte or 'IH'Iild ;lilY jllOpnrty belonging to a trnnsferoe liflble 101 tile IflX,
8, FILlNCi Of FALSE RETURN
Any pnrsoll who wllllully makos iI ialse letllrn 01 roport required of hUll slwll, ill nccordnnce with Section 793 of the
19G1 SI1111!1:, bo guilly 01 n mlsdomeanor and, on conviction tbereof, silall be sentonced to pay ullne not exceeding
$1,ODlI Of o1l1lU11'.1I illlpl150nlllontllol oxcoocling one yoar or both,
IH:V.451 (HW)
COMMONW~ALHI Of peNNSYLVANIA
OEPAR1MENT Of R~V~NlJE
TRANSFER INliERITANCC TAX
RESIDENT DECEDLNT
SCHEDULE "B"
PERSONAL PROPEIHY
(1"stnu,'ti(N/S III/ Hf'VOISf'.Sido)
Estate of William 13. ,Hardy
ITEM
NO,
5,000.
10,000.
600.
stocks:
200 Shs.
100 Shs.
500 Shs.
537 Shs.
392 Shs.
400 Shs.
824 Shs.
208 Shs.
800 Shs.
DESCRIPTION
-------r--.-
I UNIT
VALUE
ESTIMATED
MMKET
VALUE
a_'n_____._~"~~.~._~__.____~___ _<. . .,.. ".h_"' ..._~_____.._ _~_______~_.~__~,~, _r____________~..,
I
W. R. Grace & Company 4.25%
Convertible Subordinated Deben
tures due 3/1/90 y
Accrued interest
Allis Chalmers Corporation
Accrued dividend
American Can Company
American Telephone & Telegraph
Company
Connecticut General Life In-
surance Company
Accrued dividend
Dauphin Deposit corporation
Delmarva Power & Light Company
Dow Chemical Company
Accrued dividend
Exxon Corporation
Accrued dividend
FMC Corporation
"{ )~
r,
Corporate Bonds (continuedL:
$10,000. General ElectricCompany 8.5%
Debentures due 5/1/04
Accrued interest
5,000. Hawaiian Electric Company, Inc.
9% First Mortgage Bonds Series
Q due 10/1/00
Accrued interest
Jones & Laughlin Steel Corpora
tion 9.875% Series First Mort-
gage Bonds due 4/1/95 //
Accrued interest
Pennsylvania Power & Light Com
pany 8.25% First Mortgage Bond'
due 12/1/06
Accrued interest
TOTAL rHIS PAGE
$ (8,275.00,
160.55
(3,887.50'
123.75
13,625.00
135.7B
7,000.00
87.10
(456.00
9.16
;,....
6,712.50
100.00
3,556.25
25,968.75
lj
-',I
19,063.50
177.21
12,544.00
4,850.00
25,595.50
329.60
11,063.00
228.80
19,950.00
53.898.95
t-~
~)\
DEPARTMENT
VAl.UATION
(OFFICIAL USE UN/. Yi
'0
'I' .
,) '. { ,
'f ~~ 'J; { .-
If
HI I"r'.,\"j r -. I I :I-/HI)
COMMONWEAL Tti OF PENNSYI.VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
~;CHmULE "D"
fJENEFICIARIES
.'
(1IIstfl/cti{/lI-~ (In ROV(lfSO Slefn)
Estatllot WUHam B. liard)'
BENEFICIARIES AND ADDRESSES RE,LATlONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
......- -
,~ M. llaM____ ,_~__~_,._ _..-.\'L.l f,Q,.. ..,.... ..." _..._ _-Y.Qa.._n'__. -"._.~---_.... ..ill.lt.o)1l0 b i1 e s I ,lIOllC1.C'
..liJ:LD.c von Hoad -- --..__.._,--~_._.. .. "- liQllLL~sona 1
Camll II UJ..L- Pennsylvania lID.J.. _......_._._~~_._.__~ ._H',__ ---. J::,ffects ..
- ----.--....,--- .. -- ------..
Jledwi<;l Mt-llilrr1v ~ n~"nh,n --~-- Mariti'll 'l'rll:o.L.._
..Qlm.o~ i t Bank iill..>LT.DlS t Co. ,-,
....!lli.r.illburqL BI05
pennsvlvan -
-----
Hedwi<J M..Jl~ & Daullhin.._ -.--,-.,.---- f--. ResiduaEY. Trust
.. ..
Op.pmli t ,B(;lnk & _T~"~" "
1710 ' .. -- - ..
HarrisbuUj , Pennsylvania ._.~.........--- .. ----,--_.._--
.._----_...~, --.~. .-,--.. _._~."._..---~...-..... .-.-- ._____m_' .----- " .u......._____. ~~-_. ,-_.._.~---..._- ~"'------, .._____4. ".. ........_..--_._'._.._~.., -
------- -- .----... --- " ._-
---.-.-- " .. ._-~-_...-._-
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----.-------.-.-------.--------.---- ~*_....n..__..N .....__._n_ ...~.,.- ---". .---_.~-_... ...,-..--.....--..-..... ,-~_.... .,._-~._., --..-..--'.
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- ,..~ " .. .
The above beneficiaries are living at this time except for the following:
==---
NAME
DATE OF DEATH
--_..._-------~---------_.-_._--_._.__......_- ._--,-~~-_.~._--_..,~----
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$ 5,000.
5,000.
10,000.
1,261
$ 600.
208
800
350
200
134
160
200
848
312
200
100
500
Hawaiian lllectric ,Co., Inc. 9%
First Mortgage Bonds Series Q
due 10/1/00 $
Jones & Laughlin Steel Corp.
9.875% SerIes First Mortgage Bonds
due 4/1/95
Pennsylvania Power & Light Company
8.25% FIrst Mortgage Bonds due
12/1/06
Units - Fixed Income Collective
Investment Fund
W. R. Grace & Company 4.25%
Convertible Subordinated
Debentures due 3/1/90
Shares - Allis Chalmers Corp.,
Common
Shares - American Can Co.. Common
Shares - American l'elephone &
Telegraph Company, Capital
Shares - Connecticut General Life
Insurance, Capital
Shares - DauphIn Deposit
CorporatIon, Common
Shares - Delmarva Power & Light
Company, Common
Shares - Dow Chemical Company,
Common
Shares '. Exxon Corporation,
CapItal
Shares - FMC Corporation, Common
Shares - Ford Motor Company,
Common
Shares - General Electric
Company, Common
Shares - W. R. Grace & Company,
Common
Shares - International Business
Machines Corporation, Capital
Shares - International Harvester
Company, Conunon
Shares - Marathon Oil Company,
Common
Shares - National Distillers &
Chemical Corporation, Common
4,406.25
4,350.00
8,050.00
Il,lI13.59
429.00
537
392
400
6,050.00
3,568.75
30,875.00
18,727.88
12,936.00
5,500.00
21,424.00
10,517.00
18,600.00
14,568.75
824
9,287.50
3,542.63
12,197.50
7,625.00
26,129.00
6,064.50
L,clil
\; , ~'
t.,;.;U f/\\,..
DB'
-4-
IN THE MATTER OF THE ESTATE OF
WILL!lIM B, HARDY
IN THE COURT OF COMMON PLmAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
MARITAL TRUS'r I\ND RES IDUl\l,
TRUST u/W F/B/O HEDWIG M, HARDY
NO, 124 Year of 1979
fAMILY SBTTLEMBN'l' AORBIlMIN'l'
APPROVAL OF ACCOUNT, RECEIPT, RELEASE I\ND INDEMNIFICATION
WH!l:REAS, William B, Hardy (the "Decedent") died January 7, 19S0,
leaving a Will dated July 21, 1977, which wae duly probated in cumberland County,
penneylvania; and
WI!EREAS, I1'EM IV of Decedent's Will established a Marital Trust for
the lifetime benefit of Hedwig M, Hardy, of which Hedwig M. Hardy and Dauphin
Deposit Bar~ and Trust Company were named as Co-Trustees; and
WH!l:R!l:AS, pursuant to ITEM V of Decedent's Will, the residue of
Decedent's Estate passed to the Residual ~'rust for the lifetime benefit of Hedwig
M, Hardy, of which Hedwig M, Hardy and Dauphin Deposit Bank and Trust Company
were named as Co~Tru9teeSi and
WHEREAS, Hedwig M. Hardy died October 17, 2000; and
WHEREAS, Allfirst ~'rust Company of pennsylvania, N,A., is the
successor to Dauphin Deposit Bank and Trust Company and the sole surviving Trustee
(the "Trustee") of the Marital Trust and Residual Trust; and
WHEREAS, upon the death of Hedwig M, Hardy, Decedent'S Will provides
that after payment of a bequest to williams College, the assets of the Marital
Trust and Residual Trust shall bs divided into two equal parts, one such part to
be distributed to Charles Douglas Hardy, Jr. and Summit and Elizabeth Trust
Company for the benefit of the issue of Charles Douglas Hardy, Jr" and one such
part to be distributed to Robert W, Hardy and summit and Elizabeth Truet Company
for the benefit of the issue of Robert W. Hardy; and
<\426)2,1
WHBRBAS, Charles Douglas Hardy, Jr. has four children, who are all
living, Ann Douglas Hardy, ,Jean Di,ckson Hardy, Chal"les David Hardy and Jill
Saunders Hardy; and Robert W. Hardy has three children, who are all living,
!\ndrea Willets Hardy Kerin, Donita Renee Brent, and Scot t Douglas Hardy I the
children of Charles Douglas Hardy, Jr. and Robert W, Hardy are collectively
referred to as \'Beneficiarieon); and
WHBRBAS, pursuant to ITEM VI and ITEM VII of Decedent's Will, the
Beneficiaries are entitled to one-third of the Trust <lssets at age 25, one-half
of the assets then remaining at age 30, and the rest of the assets at age 35; and
WHBRBAS, Fleet Bank, which is the successor to Summit and Elizabeth
Trust Company, declined to serve as Co-Trustee of the Benefidaries' Trusts by a
document dated June 29, 2001; and
WHBRBAS, pursuant to ITEM XVIII of Decedent's Will, Allfirst Trust
Company of Pennsylvania, N.A., successor to Dauphin Deposit Bank and Trust
Company, shall serve as Co-Trustee of the BeneUciaries' Trust instead of Fleet
Bank; and
WHBRBAS, ao of the date of this Agreement, only one of the
Beneficiaries is under the age of 35, Scott Douglas Hardy; and
WHBRBAS, death tax returns have been filed, state and federal death
taxes have been paid on all assets in the Trust and an approval letter has been
received from the Pennsylvania Department of Revenue and the Internal Revenue
Service; and
WHBRBAS, with the exception of the one-third share to he held in Trust
for Scott Douglas Hardy, Charles Douglas Hardy, Jr., Robert W. Hardy and Allfirst
Trust Company of Pennsylvania, N.A" as Co-Trust.ees of the Beneficiaries' Trusts
(oollectively referred to as the "Co-Trustees"), desire the assets of the Marital
Trust and Residual Trust to be distributed directly to the Benefioiaries; and
- 2 -
WHEREAS, the Beneficiaries desit'e that distribution of the Marital
Trust and Residual Trust mads without the expense, delay s,nd formality of a court
accounting/
WHEREAS, the Trustee is willing to consent to making such
distributions upon receipt of a proper approval of account, receipt, release and
indemnification, which it is the purpose of this Agl,eement to provide, and
NOW THEREFORE, the undersigned, jointly, separately and severally, for
themselves, their heirs, administrators, and assigns, provide the folloWing:
1. The Beneficiaries and Co-Trustees state that they have examined
the First and Final Account of the Marital Trust which is attached hereto as
Exhibit "A" and the First and Final Account of the Residual Trust which is
attached hereto as Exhibit "8" (collectively referred to as the "Accounts") and
approve the transactions set forth or proposed therein (and the administration of
the Trusts generally) as though thel' were contained in a formal Accounting which
had been oonfirmed abSOlutely by the Court having jurisdiction over the Trusts.
2. The Beneficiaries and Co-Trustees state that they have examined
the Statement of Proposed Distribution attached to the Accounte and they approve
the distributions proposed therein as though they were ordered by the Court having
jurisdiction over the Trusts.
3. The Beneficiaries and Co-Trustees waive the filing of the
Accounts in any Court and agree that any Court having jurisdiction over the Trusts
may confirm the Accounts.
4. The Beneficiaries and Co-Trustees release and discharge the
'frustee from any and all claims and liabilities of every sort aris.ing in any way
out of the Trusts or the administration of the Trusts effective upon delivery of
the amount shown as distributable to the Beneficiaries and Co"Trustees on the
Statements of Proposed Distribution,
- 3 ..
5. The Beneficiaries and Co-Trusteea do hereby absolutely and
irrevocably release the Trustee from filing any Aooount, Petition for Distribution
or other document with the Court of Common pleas of Cumberland County,
Pennsylvania, or in any other jurisdiction in oonneotion with the Trusta under
will of the Decedent.
6. The Beneficiaries and Co-Trustees do hereby agree that, if, at
any tj,me in the future, the Trustee receives any demand or claim for any amount
claimed to be due and owing from it, as Trustee, and approves said demand or
claim, they shall, at the request of the Trustee, pay to the Trustee the amount of
any such demand or olaim, or if it has been paid by the Trustee, then reimburse it
for the amount paid by it, provided that ths amount of such requested payment or
reimbursement shall not exceed the total of the assets distributed to the
Beneficiaries and Co-Trustees.
7. The Beneficiaries and Co-Trustees do hereby agree to indemnify
the Trustee and hold it harmless, to the extent of the assets received by them,
from and against any and all olaims, loss, liability or damage (including legal
fees and costs) whioh it may suffer or to whioh it may be subjected by reason of
the administration of the Trusts or the distribution of the assets of the Trusts
without having formal approval of the Court of Common Pleas, Orphans' Court
Division, of cumberland County, Pennsylvania, or any other jurisdiction.
e. The Beneficiaries and Co-Trustees do hereby agree that this
Agreement may be signed and aoknowledged by the parties hereto in counterparts and
a complete set of executed counterparts, containing the signatures of all partIes,
shall conatitute an original and complete instrument.
9. The Beneficiaries and Co-Trustees do hereby agree that this
Agreement is governed by the laws of Pennsylvania.
" 4 -
'.
09118/90 $5,000 General Motors
Acceptance Corp. 7,75~
Debentur.'e Bond due 10/1/94
Net Proceeds 4,731.25
Fid, Acq. Value 3,712,50 1,018,75
12/05/90 506 units Fixed Income Collective
Investment Fund
Net Proceeds 5,002.24
Fid. Acq, Value 4,741.97 260,27
06/10/91 200 shares General Electric Co
Net Proceeds 15,374,48
Fid. Acq, Value 2,603.13 12,771.35
03/26/92 160 shares Int1 Business Machines
Corp
Net Proceeds 13,719.53
Fid. Acq, Value 10,080.00 3, 639.53
07/03/92 178 units Municipal Bond Fund
Net Proceeds 2,007.62
Fid. Acq. Value 1,852.87 154.75
09/03/92 111 units Fixed Income Collective
Inv,,,,,tment Fund
Net Proceeds 1,204.88
Fid. Acq. Valufl 1,040.23 164,65
12/02/92 114 units Fixed Income Collective
Investment Fund
Net ProceeJcls 1,207..1.9
Fid. Acq. Value 1,068.35 13 8, 84
04/05/93 219 units Fixed Income Collective
Investment Fund
Net Proceeds 2,403.67
Fid. Acq. Value 2,052.35 351.32
10/01/93 100 shares General Electric Co
Net Proceeds 9,524.68
FJd. Acq. Vll1ue 1,301.56 8,223.12
04/06/94 100 shares General Electric Co.
Net Proceeds 9,924.66
Fid. Acq, Value 1,301.56 8,623,10
,
1-
,
06/03/94 290 units Fixed Income Collective
Investment Fund
Net Proceeds 3.003.61
Fid; Acq, Value ~.717.73 285.88
08/30/94 300 shares General Electric Co
Net proceeds 14.399,51
l'id. ACq, Value 1,952,34 12,447,17
12/02194 100 shares General Electric Co
Net Proceeds 4,587,34
Fid, Acq. Value 650,78 3.936,56
04/06/95 200 shares General Electric Co
Net Proceeds 10,984,63
Fid. Acq, Val ue 1,301,57 9,683,06
09/05/95 200 shareS General Electric po
Net proceeds 11,709,60
Fid, 1>.cq, Value 1.301.56 10,408,04
04/01/96 '13,174 u,ni ts Fixed Income Collective
Investment. Fund
Net Proceeds 136,726,57
Fid, Acq, Value 123.459,82 13,266,"/5
04/01/96 556 units Municipal. Bond Fund
Net' Proceeds 6.210,43
Fid, Acq, Value' 5,787.61 422,82
06/04/96 90 UI-Ii ts Municipal BOlld Fund
Net Proceeds 1.002,27
Fid, Acq, Value 936,84 66.43
09/04/96 314 units Munic.ipa~ Bbnd Fund
Net Proceeds 3.500,49
'Fid, Acq, Value 3,268.54 2 31.95
09/18/96 71,066 sh/ilres Marketve.st Funds Inc,
Intermediate US Goverrunen t
Bond Fund #593
Net Proceeds 700,00
Fid, Act.!, Value 710,66 1.0.66 '
1'3
'. 12/03/96 398 units Municipal Bond Fund
Net Proceeds 4,503.71
Fid. Acq. Value 4,142.93 360.78.
12/19/97 7.849 shares Marketvsst Funds Inc.
Equity Fund #590
Net Proceeds 100.00
f'id. Acq. Value 29.86 70.14
04/09/98 1,315,'789 sharssARK Fds US GCIVet'nment
Bond Portfolio
Net Proceeds 13,000.00
Fid. Acq. Value 13,157.89 157.89
06/08/98 390.625 shares ARK Fds PA Tax ~'ree
PortfOlio
Net Proceeds 4,000.00
Fid. ' Acq. Value 3,639.93 360.07
09/03/98 435.203 shares ARK Fds PA Tax Free
Portfolio
Net Proceeds 4,500.00
Fid. Acq. Value 4,055.32 444 . 68
12/10/98 415.861 shares ARK FdsPA Tax Free
Portfolio
Net Proceeds 4,300.00
Fid. Acq. Value 3.877.48 422.52
04/06/99 101,833 shares ARK Fds US Government
Bond Portfolio
Net Proceeds 1,000.00
Fid, Acq. Value 1.018.33 18.33
12/07/99 12,755.102 shares ARK Fds Value Equi ty
Portfolio
Net Proceeds 200,00(1.00
Fid. Acq. Value 54,868.96 145,131, O~
04/11/00 1,373.626 shares ARK Fds Value Equity
Portfolio
Net Proceeds 20,000.00
Fid, Acq. Value 5,908.96 14,091.04
1-1
17
'- 04/15/96 PA Department of Revenue 405.00
-
1996 1st Quarter Estimated
F,iduciary Income 'l'ax
06/10/96 Intet'nalRevenue service - 3,998.00
1996 2nd Quarter Estimated
Fiduciary Income Tax
06/10/96 PA Department of Revenue - 404,00
1996 2nd Quarter Estimated
Fiduc iary Income Tax
09/09/96 PA Department of Revenue - 405,00
1996 3rd Quarter Estimated
Fiduciary Income Tax
09/12/96 Internal Revenue Service - 3,998.00
1996 3rd Quarter Estimated
Fidudary I n come Tax
12/27/96 FA Department of Revenue - 404.00
1996 4th Quarter Estimated
Fiduciary Income Tax
12130/96 Intet-nal Revenue Service - 3',998,00
1996 4th Quarter Estimated
Fiduciary Income Tax
04/08/98 PA Department of Revenue - 1,231.00
1997 Fiduciary Income T<\x
04113/98 Internal Revenue Service - 9,340.,00
1997 Fiduciary Income T<\x
04/13/98 FA Department of Revenue - 464.00
1998 1st Quarter Estim<\ted'
F'iduci<\ry Income Tax
04/15/98 Intern<\l Revenue Service 3,929.00
1998 1st Quarter Estim<\ted
Fiduci'lry Income Ta>~
06110/98 FA Dep'lrtment of Revenue - 464,00
1998 2nd Qu<\rter Estimated
Fiduci'lry Income T<\x
06/11/98 Intern'll Revenue Service 3,929,00
1998 2nd Quarter Estim<\ted
Fiduciary Income 'fax
09110/98 Internal Revenue Service - 3,929.00
1998 3 rd Quarter Estimated
Fiduciary Income 'l'ax
09/11/98 FA Dep'lrtment of Revenue - 464,00
1998 3rd Quarter Est ima.ted
Fiduciary Income Tax
19
12131/98 Internal Revenue Service - ,,928,00
1998 4th Quarter Estimated
Fiduciary Income Tax
12/31/98 PA Department of Revenue - 463,00
1998 4 th Quarter Estimated
Fiduciary Income Tax
04/05/99 Dauphin Deposit Bank and ~49,~9
Trust Company - 'llrustee I s Fee
05/05/99 Dauphin Deposit Bank and 255,70
Trust Company - Trustee's Fee
06/07/99 Dallphin Deposit Bank and 252,01
Trust Company - Trustee's Fee
07/06/99 Allfirst Trust Company of PA, 25'1.22
NA - Trustee Fee
08/05/99 A11first Trust Company of PA, 253,47
NA - Trustee Fee
09/07/99 A11first Trust Company of PA, 251.52
NA - Trustee Fee
10105/99 A11first Trust Company of PA, 246,06
NA - Trustee Fee
11/05/99 A11first Trust Company of PA, 248.06
NA - Trustee Fee
12/06/99 A11tirst Trust Company of PA. ;!53.58
NA - Trustee Fee
12/28/99 PA Department of Revenue - 183.00
1999 4 th Quarter Estimated
Fiducial-" Income Tax
01/05/00 A1lfirst .TX'ust Company of'PA, 284.95
NA. - Trustee Fee
02/07/00 A11first Trust Company of PA, 290,47
NA - 'llrustee Fee
03/06/00 A11first Trust Company of PA, 290,89
NA - Trustee Fee
03/30/00 Internal Revenue Se~vicE:l -, " 27,907,00
1999 Fidu<iiary Income Tax
03/30/00 P.A Department of Revenue - '3,675,00
1999 Fiduciary Income Ta>:
04/05/00 ,l\llfirst Trust Compnny (,f PJ.., 262,77
NA - 'Trustel=;1 Fee
20
08/02/94 359.42
09/02/94 963.62
10/04/94 818.83
11/02/94 524.04
12/02/94 1,000.38
01/03/95 '784.58
02/01/95 495.14
03/02/95 944.42
04/04/95 '788.7.9
05/02/95 355.39
06/02/95 1,296.03
0'7/05/95 1,027.75
08/02/95 490.52
09/05/95 1,060.50
10'03/95 873 .46
11/02/95 684.58
12/04/95 ].,212.95
01/03/96 793.84
02/02/96 727.36
03/04/96 1,100.81
04/01/96 771.95
05/02/96 540.74
06/03/96 515.88
07/01/96 565,45
08/01/96 552.93
09/04/96 540.75
10101/96 536.62
11/05/96 553.21
12103/96 536.68
01/06/97 571.08
02/04/97 503.77
03/04/97 520.55
04/03/97 537.41
05/05/97 566.86
06/04/97 596.52
07/03/97 6.00.28
08/06/97 608.95
09/04/97 634.82
10/03/97 448.69
11/04/97 513.18
----------..---
99,401.30
Exxon Corporation
-----------------
03/13/84 332.80
06/12/84 353.60
09/10/84 353.,60
12111/84 353.60
03'12/85 353 . 60
06/11/85 353.60
09/11/85 353.60
12/11/85 374.40
03/11/86 374.40
06/lJ /86 37.4;40
09/11/86 3"14.40
12/11/86 374,40
03/11/87 374.40
-11
02105186
03104186
04104186
05105186
06/03186
07103/86
08105/86
09103/86
10103/86
11105/86
12102186
01105/87
02/02/87
03/03/87
04103/87
05104/87
06103/87
07103/87
08/03/87
09102/87
10101/87
11/02/87
12/02/87
01/04188
02/01/88
03/02/88
04/0.4/88
05/03/88
06/01/BB
07/01 /8.B
OB/01l88
09/01188
10/03/88
11/04/88
12/05/88.
01/06/B9
02/0UB9
03/02/89
04/05/89
05/03/89
06/05/89
07/06n9
43,39
16,76
18.57
37,90
19,40
19,00
34.82
14,67
l4.15
71,44
24,23
16.81
32,33
11,99
3,53
7.76
0,71
16,06
35,30
13.39
5,72
20.86
8.06
l8,34
33.43
14,46
19,14
35,52
14.99
21. 93
42,45
18,27
21.83
47.80
2Q,51
22,56
4~.18
21.01
29.41
56,34
24,98
210.60
...--..........-..........-...-
5,363.17
56
DISBURSEMENTS OF INCOME
02/0'7/84 Dauphin Deposit Bank and 98,39
Trust Company - Tt'ustee! s Fee
03/27/84 Internal Revenue Service - 17,066,00
1983 Fiduciat'y Income Tax
05/09/84 Dauphin Deposit !!lank and 1,04"1,3.3
'trust Company - !J.lrustae I s Fae
I
i 08/07/84 Dauphin Deposit Bank and 1, 037 , 4,2
i
I Truet Company - Trustee's Fee
\
,
i 11/08/84 bauphin Deposit Bank and 1,023:41
I Trust Company - Trustee's Fee
,
02107/85 Dauphin Deposi t Bank and 1,033,24
Trust Company - Trustee's Fee
05/03/85 Dauphin Deposit Bank and 454.57.
Trust Company - Trustee's Fee
05/14/85 Dauphin Deposit Bank and 45,63
Trust. Company - l'rustee I s Fee
06/11/85 Dauphin Deposit Bank and 91.00
T1'ust Company - 1984 Tax
Prepar"tion Fee
08/08/85 pauphi!') Deposi t Bank and 1,1,69.93
Ttus tCompanl' - Trustee's Fee
11/06/e~ bauphi!') Deposit Bank and Jt,JO~, 11
TrUst Company - r!':rustee's Fee
Jt2/26/85 DaUPhin peposit Bank and 4.34
Trust Company - Commission
02/06/86 ba,uphin peposit Bank and 1,046.27
Trust Cbmpanl' - Trustee's Fee
05/06/86 bauphi!') Peposi t Bank .and 066A~
Trust Company - Trustee '-s Fee
06/25/86 Dauphin Peposit Bank and B5,00
Trust Cbmpany - Jt985 Tax
Preparatic,n Fee
08/06/86 DaUphin "bepos it Bank and 1,'04$
Truet Compel'))' - Tru$tee's Fee
10/08/86 West Sho1'e'. Coun try Club -
Balanoe due
61
11/06/86 Dauphin Deposit Bank and 1,486,65
Trust Company - Trustee's Fee
02/06/87 Dauphin Peposit Bank and 1,480,05
Trus~ Company - Trustee's t'ee
03/09/87 Dauphin Peposit Bank and 91.00
Trust Company - 1986 Tax
I"repllration t'ee
05/06/87 Pliluphin De-posit Dank and i,421.,)7
Trust Company - Trustee's t'ee
08/06/87 Pauphin Deposit Bank and 1,576.32
Trust Company - Trustee's Fee
11/06/87 Dauphin Deposit Bank and 1,410.29
Trust Company - Trustee's Fee
02108/88 Dlluphin Deposit Bank and '1,408,59
Trust Company - Trustee's Fee
05/06/88 Dauphin Deposit Bank and 1,378.51
Trust Company - Trustee's Fee
07/22/88 Pauphin Depos it Bank and 91.00
Trust: Company - 198'7 Tax
Preparation Fee
07/28/88 Dauphin Deposit lle.nk alld 85.00
Trust Company - 1987 Tax
Preparliltion Fee for Short Tax
Year
08/08/88 Dauphin Deposit Bank and 1,466.68
'llrust Company - Trustee's Fee
11/08/88 Dauphin Deposit Bank and 1,436.88
TrUst Compan)' - Trustee's Fee
02/07/89 Pauphin Deposi t Bank and 1,387.26
TJ;'ust Company - Trustee'S Fee
05/08/89 Dauphin Deposit Banf: and 1,475;81
Trust Company - Trustee's F"'EI
08/08/89 Pauphih Deposit Bank and 1,524.82
Tl'ust Company - Trustee's Fee
08/09/8~ Pauphin Peposit Ban}: and 125,00
Trust ,Company - 1988 Tax
Preparation Fee
11107/89 Pauphin Deposit aim}; and 1,5'07. 3 ~
Trust Compa!')y . Trustee I S Fee
/)~
02/06/90 Dauphin Deposit Bank tmd 1,461.32
Trust company - True tEla I S 1o"e0
05/08/90 Dauphin Deposit Bank and 125.00
TruSt Company .- 1989 Tax
Praparation Fee
05/08/90 Dauphin Deposit Bank and' 1,423,51
TruSt Company - Trustee'a Fee
08/071.90 pauphin Deposit Bank and 1,438.63
TrUst Company - Trustee's Fee
11/06/90 Dauphin Deposit Bank and 1,U5,40
Trust Company - n'ustee's Pee
02/06/91 DaUphin Deposit Bank and 1,475.74
Trust Company - Tl'ustee'$ Fee
051.07/91 Dauphin Deposit Bank and 1,421.79
Trust ComPMy -- Trustee's t.'ee
08/06/91 pauphin Deposit Bank and 125,00
Tl'ust Company - 1990 Tax
Preparation F'ee
08/06/91 Pauphin Depos it Bank and 1,468,17
Trust Company - lrrus tee' s Fee
11/06/91 Dauphin Deposit Bank and 1,468.36
TrUst Compahl' - Trustee's Fee
02/06/92 Dauphin Deposit Bank and 1,471.,'01
Trust Company - Trus t,ee ' s Fee
05/06/92 Pa\Jphin Depo8it Bank and 1,429.89
TrUst Company - Trustee I S Fee
07/06/92 Dauphin Peposit Bank and 6.94
Trust Company - Overdraft
Charge
07/27/92 Dauphin Deposit Bank and 12
Trust company - 1991 Tax
Pl'eparation Fee
08/05/92, PllUphin Depos it Bank and 1,455.75
Trust Company - Trustee's Fee
11/05/92 Dauphin Deposit Bank and 1.452,35
'rrust companY - Trusteels Fee
02/05/93 Dauphin nepos it BalIk and 1,459,42
Tl'Ust Cbmp'any - Truste~'!t Fee
05/06/93 Dauphin Deposit Bank and 1,428,33
Trust Company - 'rl'US tee's Fee
6.~
OS/25/93 Dauphin Deposit Bank and 1,25.00
Tl'ust Company - 1992 'l\~.X
"reparat~on Fee
08/06/93 Dauphin Deposit Bank and 1,475,75
Trust CompatJy - Trustee's Fee
11/08.193 Dauphin Deposit Bank and 1,755.66
TX'ust Company - Truetee's Fee
02/08/94 DaUphin DePosit Bank and 1,760,14
TrUSt COmpany - Trustaels Fee
05/06/94 Dauphin Depos it Bank and 1,680,65
'l'l'us't Company - Tl~ustee i oS Fee
08/05/94 OaupMn Deposit' Bank and 1,,699,,74
Trust Company - 1'rustee I S Fee
11/07/94 Pauphin Deposit Bank and 1,687.97
Trust Company - Trustee's Fee
02/07/95 OauphinDeposit Bal1k and 1,676,45
Trust Company - Trustee's Fee
04/24/95 Rhoads & S~non -Attol'ney's 217: 50
Fee
05/05/95 Dauphil1 Deposit Bank and '1,713,15
Trust Company - Trustee.ts Fee
08/07/9,5 Dauphin Deposit !,lank and 1,788.21
Trust Company - Trustee's Fee
11/07/,95 Dauphin Pepos it Bank and 1, 7Hi i57,
Trust Company .. Trustee's Fee
02/07/96 Pauphin Pepos i t llankh;nd 1,819.97
Trust Company - Trustee's Fee
03/27/96 Oauphil1 pepos it Bank and 010,13
Trust Company - Trusteels Fee
04/08/96 DauPhin Peposit Bank and 59h55
Trust Company - Trustee's Fee
05/07196 lIauphin Peposit Bank and 221.12
Tru at Comp,my - Trustee's Fee
06/06/96 Dauphin Peposit Ban}; and 2H,98
TrUst Company - Tl'uetee's Fee
07108/96 Dauphin Pepoe~t Bank and 216.17
True t Companl' - Tl.~ustee',s Fee
h~
08/06/96 Dauphin Deposit Bank and 214,89
Tl'ust Company - True tee I s Fee
09/06/96 Dauphin Deposit Bank and 215,25
Tl'Ust Company - Trustee's F'ee
,
10/07/~6 Dauphin Deposit Bank and ?19.10
Trust; Company - Trustee's Fee
11/06/96 Dauphin Deposit Bank and 223,.11
Trust Company - 'l'rustee's Fee
12106/96 Dauphin Depos it Bank and 229,6,;
~'rust; Company - Trustee's Fee
01/07/97 Dauphin Depos it Bank and 226,9,0
Tl'USt Company - lJ.'rustee I s Fee
02/06/97 p~uphinDeposit Bank and 231. 69
Tl'Ust Company, - Trustee's Fee
03/06/9'1 PaUP!1in Deposit Bank and 229,12
Trust Company - Trustee's Fee
04/08/97 Dauphin Depos it Bank and 226 .,~l
Trust Company - 'l'l'ustee "s Fee
05/06/97 Dauphin Peposit Bank and 232.63
Trust Company - Trustee'S Fee
06/06/97 Pauphin Deposit Bank and 239,20
Trust Company - Trustee!s Fee
07/08/97 Pauphin Deposit Bank and 243.05
Trust Company - Trustee's F~e
08/06/97 Dauphin IJepos i t Bank and 246,22
Tl'ust Company - Trustee's Fee
09/08/97 Dauphin Deposi t Bank and 246 .88
TrU!:j),: Company - Trustee's Fee
10.107/97 Dauphin Depos it Bank and 254.85
Trust Company - Trustee1s Fee
11/06/97 pauPhin D-epo$ it Bank and 2;'3,$1
Trust Company - TrusteElI's Fee
12/08/97 Pauphin Deposit Bank and 2$,2 ,76
Trust; ,Company - Trustee IS ,Fee
121:>1/97 pauphin Deposit Bank and 2t7,n
Trust Company - Trustee'S Fee
02/05/98 Dauphin Deposit Bank and' 262.68
Tnlst Company - Trus tee I 2 Fs'e
()5
03/05/~8 Dauphin Deposit; Bank and 263,24
Trust Company - 'rrustee I s Fee
04/06/98 Dauphin Depos it; Bank and 272,81
1.'rus t Company - Trustee'g Fee
05/05/98 Dauphin'Peposit Bank and 269,97
Trust Con\pany - Tl'ustee's Fee
06/05/98 Dauphin Deposit Bank and 263,41
Tl'ust company - Tri.lS tee t S Fee
07106/98 Dauphin Pepos J.t Bank and 267,,02
TrUst Company - Trustee's Fee
08/05/98 Dauphin Depos i t Bank and 259.32
Trust Company - Tl"U5>tee ' s Fee
09/08/98 Dauphin Qeposit Bank and 24'5,64
TrUst Company - Tr'us tee I s Fee
10/05/98 DaUPhin Deposit Bank and 250.37
Trust Company '- Trustee's Fee
11/05/98 DCluphin Depos it Bank and 262,68
TruSt Co;npany - Trustee's Fee
12/07/98 Dauphin Depoeit. Bank and 266,27
Trust Company - Trustee's Fee
01/05/99 PO\uphin Deposi t Bank and 271,63
'j'rust COmpany - Trustee'S Fee
02/05/99 D8.uphill Deposit Bank and 273,58
Trust CompO\ny - rrrus tee's Fee
03/0,5/99 Dauphin Deposit Bank and 265,90
Tru~t Company, - Trustee'S Fee
04/05/99 pauphin Deposi t Bank and 13'4.24"
Tru's t Company - Trustee's F'e"
05/05/99 Pauphin!:leposit Bank and 137 ,68
TrUSt Company - Trustee I s ,"ee
06/07/99 Dauphin Depos it Bank and 135,70
TrU$t Company - Tl"U'9 t ee I s Fee
07/06/99 ".lUll"st Trust COl'np,any {)f PJ;., 13e ,$1
WA - Trustee Fee
08/05/99 Allfil"St Trust Compan~>, of PA, 136,49
N/; .. _ T;l;"'US tee Fee
09/07/99 A1Hirst Tl'USt. Company e,f PA, 135,43
NA - Trustee Fee
(-,(,
.
iJISTRIBU'rIOW: OF' lNCOMI~ '1'0 IJgNI.:nC1AHIES
~----_.._-~-~--.,_.-~...---._..~~,_._._~u..._.._,<__~_
Hedwig M. Hardy
-"" -.. --... -,...,.., ..,~...-
02/13/84 Distribution 1,869,33
05/11/84 DiStdbution 6,8~2,59
08/13/84 phtribuHon 1:+,852,60
11/12/84 PistribuHon 11,715,01
02/11/85 Pistribution 1l,901..83
05/10/85 Distribution 11,846,12
08/1'2/85 Distribution 11,561.69
11/12/85, Distribution 11,931.55
02/10/86 Distribution 10,971.87
05/12/86 Distribution 11,270.64
08/11/86 Distribution 10,588.00
I 11/10/86 Pistribution' 10,881.94
I 02/10/87 Distribution 10,:+71,53
03/11/87 Pistribution 3,~84.31
I 04/16/87 Distributi6n 3,'777,99
05/11/87 Pistribution 2,326'.63
1
I 08/10/87 Distribution 10.045,19
I 09/09/8'7 Dist~ibution 3.680,81
I
I 11/10/87 Distribution 6,452,15
02/10/88 'Pistribution 9. 835 , 21
05/10/88 Distribution 9,647.13
08/10/88 Distribution 9.837.31
11/10/88 Pis~dbut.i6n 10,189,60
02/10/89 Distribution 10,140,87
05/10/89 DistrJbuti'jn 101'305.03
'If)
Allfirsc Trust Company of Pennsylvania,
NA,Cluardian for Hedwig M, Hardy
--~--~-~-__~__________~_w__~,~_~________
11/10/94 Distribution
I 02/10/95 Distribution
I 05/10/95 Pistribution
I
i 08/10/95 Distribution
i
I 11/10/95 Distribution
I
I
I 02/12/96 Distribution
!
I 05/10/96 phtribution
I
i 08/12/96 Distl'ibution
11/12/96 DistribUtion
02/10/97 Distribution
05/12/97 Distribution,
08/11/97 Distribution
11/10/97 Distribution
02/10/98 Pistribution
05/11/98 Di~tribution
08/10/98 Pistribution
11/10/98 Piatribution
02/10/99 Distribution
05/10/99 Distribution
08/10/99 Distribution
11/10/99 Pistribution'
02/10/00 Distribution
05/10100 Pistribution
08/10/00 Distribution
7,876,5'2
7,817.62
7,563,36
8,~05,20
7,951,11
8,043.5Q
7,630,17
7,011.27
7,076.56
7,447.85
7,22,6.27
7,480.00
7,048,'00
7,995,55
5,833,50
6,,027,35
5,490,69
5,751.60
5,083.52
5,191.05
5,146.84
6,760.03
5,886.87
5,829,66
.._........'~~,.........- ,
,.,,'"
1,4
163,474.15
,
03/06/87 371 units Fixed Income Collective
Investment Fund
Net Proceeds 4,007.52 '
Fid, ACe;{, Value 3 ,41 7 , 7J. 589,.81
03/02/88 101 uni ts Fixed InCOme Collective
Investment Fund
Wet Proceeds 1,000,26
rid, Acq. Value 930,43 69.83
05/02/89 $ 5,000 Pennsylvania State
Public School Building
Authority Revenue Bor,ds '6 ~ due
11/1/93
Net Proceeds 5,050,00
Fid, Acq, Value 4,149,75 900.25
04/03/90 416 uni ts Fixed Income C,.,llective
I nves tmen t Fund
Net Proceeds 4,005.96
Fid. Acq, Value 3,832,26 173 .70
10/03/90 146 units ,Fixed Income Collective
Investment Fund
Net Proceeds 1,406,14
Fid, Acq. Value 1,344,98 61.16
12/03/90 $10,000 Washington County
Pennsylvania Housing Authority
Revenue Bonds 6,1% due
12/01/90
Net. Proceeds 10,000,00
Fid. Acq, Value 9,135,00 865.00
12/05/90 183 units Fi>:ed Income Collective,
Investment Fund
Net Proceeds 1,809,11
Fid, ACe;{, Value 1,685.83 123,28
02/01/91 $10;000 Bucks County
Pennsylvanio!\ W.ter & Sewer
Authority Revenue Bonds 5~ due
02/01/91
Net 'Proceeds 10;000,00
Fiq, ACej, Value 91104.90 895,10
l)
06/03/94 128 units Common Stock Collecti VEl
Investment Fund
Net Proceeds 3,008,66
rid, Acq, Value 1,23~,20 1,'169,46
09/02/94 62 unitts, Common Stock Collective
Investment Fund
Net Proceeds 1,503,'67
F'ld, AoCj. Value 600.24 903,43
11/15/94 $15,000 Plilnnsylvania State
Bonds 5.75% due 11/15/94
Net Pl'cceeds 15,000,00
,'id. Aoq, Value 12.217,05 2,782,95
11/15/94 U5,000 PennsYlvania State
Bonds Series T 5,75% due
11/15/94
Net Proceeds 15,000.00
Fid, AcCj. Value 12,217.05 2, ~82 ,9,5
04/04/95 295 units Common Stock Collective
Investment Fund
Net Pl'oceeds 7,500.44
Fid, AcCj. Value 2,855.98 4,64,4.4,6
,06/02/95 75 units Common Stock collective
Investment Fund
Net Prooeeds 2,017.94
Fid, Acq, Value 726,10 H2~1,8,4
09/05/95 107 units COmmon Stock Collective
Investment Fund
Net Proceeds 3,010,64
Fid.' AcCj, Value 1,035.90 1, S74,74
12/04/95 84 units CDmmon Stock Collective
Investment Fund
Net Prooeeds :,521,95
Fid, Aoq, Value 813 , 23 1,708.72
04/01/96 645 units ~lul1icipal Bond Fund
Net Proceeds ,204,54
Fid. Aoq. ValUe ,074.11 130,'43
II
~
06/04/96 315 units Municipal Bond Fund
Net Proceeds 3,507,94
Fid, /leq. Value 3,454,80 53,14
09/04/96 323 units Municipal Bond ~'und
Net Prooeeds 3,600,83
fl'id, /lcq. Value 3,542,54 58,29
l2/03/96 319 unitS M\lnicipal BQnd Fund
Net proceeds 3,609,76
Fi,d. Acq, value 3,498,67 111,.09
06/03/97 16,652 \.\11 it s Municipal Bond Fund
Net proceeds 186,007,94
Fid, /lOq. Value 182.632.81 3,375.13
04/09/98 1,660.156 shares /IRK Fds PA Irax Free
portfolio
Net proceeds 17,000.00
Fid. /\Cq. Value 16,601,56 398.44
06/08/98 410.156 shares /IRK Fds PA TaX Free
port.fol io
Net proceeds 4,200.00
F.id, Aoq, Value 4,101.56 98.44
09/03/98 483,559 shares, ARK Fds PA Tax Free
portfQlio
Net proceeds 5,000,00
Fid, Acq. ValUe. 4,835.59 164,41
12/10/98 473,BB8 shares ARK I'ds PA Tax Free
pqrtfoliQ
Net proceedS 4,900,60
Fid. ACq. Value 4,739,79 160:.21
04/06/99 101.833 shares ARK Fds US Government
Bond portfOlio
Net p'roceeds 1,000.00
Fid, ACq. Value 1,007,13 7,13'
12/07/99 12,755; 102 shares ARK Fds Value Eq\lity
POl'tfolio
Net'Pl'oc~eCis 200,000.00
Fid. Acq. Val\l" 44,778.41 155.221.59
12
,
06/10/92 PA Department of Revonue 77,50
1992 2nd QuartGr E:o tIma ted
Flduoiary Income Tax
09/11/92 PA Department of Revenue - :i8.75
1992 3rd Quarter Estimated
Fiduciary Income Tax
09114/92 Internal Revenue Ser"vlce 442,00
1992 3rd Quartor E:stimated
FiduGial'Y Income Tax
12/29/92 PA Department of Revellu~ - 38,75
1992 4th Quarter Estimated
Fiduciary Income Tax
12/30/92 Intel'nal Revenue Service - 442.00
19n 4th Qual'ter Estimated
Fiduciary Income Tax
03/23/93 PA Department of Revenua . 486.00
1992 Fiduciary Income Tax
03/31/93 Intel'nal Revenue Service - 3,834,00
1992 Fiduciary Income Tax
03/24/94 PA Departmen t of Revenue - 513.00
1993 Fiduciary Income Tax
03/25/94 Internal Revenue Service - 5,562,00
1993 Fiduciary Inc<:>me Tax
06/10/94 PA Pepartment of, R~venUEl - 25B.qO
1994 2nd Qu"ner Estimated
Fiduciary Inccme Tax
06/13/94 Internal Revenue Servioe - 2,67IJ,00
1994 2nd Quarter Estimated
Fiduciary Income Tax
09/09/94 PA Pepartment of Revenu,= - 129:00
1994 hd Qual"tel' Estimated
Fiduciary Income Tax
09/13/94 Inter"nal Revenue Service - 1,335,00
1994 3rd Quat'ter Estimated
jo-iduciar",. Income Ta:-:
12/28/94 Internal Revenue Service ", 1,335.00
J,994 4th Quarter Estimated
Fiduciary Income Ta;.:
1;~/28/94 PA Department of Revenue - 12 9 , 00
1,994'4th OU/lner E:stimated
Fiduciary ,Inc:ome Tax
I:;
03/24/9.0 Internal Revenul: Se):v 1. ce - 4, :n::.OO
1994 FIduciary lncome 'rax
03/27/95 PA Department of Revenue - 247,00
1994 ,!'Idudary Incc,me Tax
04/12/95 Intenlal Revenue Serv lee - 2,424,00
1995 1st Qual'ter Estimated
Fiduciary Income Tax
,04/14/95 PA Department of Revenue - 62,00
1995 let Quart.er Estimated
FiducJ.ary Income Tax
06/09/95 Internal Revenue Service - 2,424,00
1995 2nd Quarter Estimated
Fiduciary Income Tax
06/14/95 FA Depal.-tment of Revenue - 62.00
1995 2nd Quarter Estimated
Fiduciary Income Tax
09/08/95 Internal Revenue Service - 2,424,00
1995 3rd Q\.\arter Est.imated
Fiduciary Income Tax
03/08/95 FA Department of Revenue - 510,00
1995 3rd Quarter Estililated
Fiduoial.-y Income Tax
12/27/95 Internal Revenue' Service - 2,425,00
1995 4th Quarter EGtimatecl
Ficluciary Income Tax
12/27/9,5 PA Department of Reven\.\e - 191,00
1995 4th Quarter Estimated
Fiduciary Income Ta>:
03/22/96 Internal Revenue Service - 3,145,00
1995 l'iduciarl' Income Tax
03/25/96 Pl>. Pepartmenl of R€!\!,snua - 4B'2,od'
1995 Fiduciaty Income Ta>:
04/11/96 Internal Reven\.\e Service - 3 , 211 ,00
1996 1st Qual'ter Estimated
Fiduciar'Y Income: Ta:~:
04/15/96 PA DeJ;artment. of Reven\.\e - 327,00
1996 1st Quarter Estimated
, Fiduciary Income Ta>:
06.'10/96 Internal Revenue- ServiCE! - '3,211.00
1996 2nd (~uarter Estimatecl
Fiduciary Income Tax
iI,
,
06/10/96 PII Department of Revenue - 32'1,00
1996 2nd Quartet Estimated
Fiduciary Inoome Tax
09/09/96 PII Pepar tmen t of Revenue - 326.00
1996 3rd Quarter ES tima tad
Piduciary Income rrax
09/12/96 Internal Revenue Service - 3,21.1.00
1996 3rd Quarter Estimated
Fiduciary Income Tax
12/27/96 PII Department of Revenue - 327,00
1996 4th Quarter Estimated
Fiduciary Income Tax
12/30/96 Int.ernal Revenue Service - 3,211.00.
1996 4th Quarter estimated
Fiduciary Income Tax
04/08198 PA Department of Revenue - 1. 483 .00
1997 Fiduciary Income Ta:-:
04/13/98 Internal Revenue Service - 11,869,00
1997 Fiduciary Inoome, 'hx -
Balanoe due
04/13/98 PA Department of Revenue - 514'.00.
'1998 1st Quarter Estimated
FiduCiary Income T'ax
'04/15/98 Internal Revenue Service 4,389,00
1998 1st Quarter Estimated
'Piducl ary Income Tax
06/10198 I?A Department of Revenue 514.00
1998 2nd Quarter Estimated
Fiduciary Income Tax
06/11/98 In'tel'nal Revenue Service "
-
:1998 2nd Quarter Estimated
Piduciary Incotne Tax
09/10/98 Internal Revenue Service - 4, 389 .00
1998 3rd Quarter Est.imated
Fiduciary Income Ta.>:
09/11/98 I'll Department of Revenue - 514,,00
1998 3rdQuarter Estimated
f'iduciary Income Tax
12/31198 Internal Revenue Serv"i ce -
1998 4th Quarter Estimated
Fiducial"y Income Tax
i7
12/31/98 PA, Department of Revenue .. 513,00
1998 4th Quarter Estimated
Fiduciary Income ~'ax
04/05/99 Dauphin Depos it Bank and .09,85
Trus t c;ompany - 'l'rus tee I s l'e"
05/05/99 Dauphin Deposit Bank and 216,05
True t Company - T~-us tee's Fee
06/07/99 Dauphin Deposit Bank and 214,76
Trus t Company- 'rrus tee I s F'ee
07/06/99 Allfirst 'l'rust Company of PA, 220,01
NA , Trus tee Fee
08/05/99 Allfirst Trust Company of PA, 215,46
NA - T~-us tee Fee
09/07/99 Allfirat Trust Company of PA, 214,71
NA , Trus tee Fee
10/05/99 Al1first, Trust Company of PA, 208,36
NA - Trus tee Fee
11/05/99 All fi rst l):\ruBt Company of PA, 209,92
NA " Trustee Fee
12/06/99 Al1first 1'rue t Company of PA, 216,40
NA - Tl'ustee Fee
12/28/99 PA Department of Revenue - 71,00
1999 4th Quarter Estimated
Fiducia~'y Income Tax
01/05/00 Al1first Trust Company of PA, 250,67
NA - Trustee Fee
02/07/00 Allfirst Trus,t Company c,f PA, 256,39
NA - Trustee Fee
03/06/00 Allfirst Trust CDD\pany of PA, 257,60
NA - Trustee Fee
03/30/00 Internal Revenue Service - 29,$55,00
1999 Fiduc iary Income Ta:-: -
Ba1"\I1c~ due
03/30/00 PA Pepartment of Revenue - 4,155,00
1999 Fi(juciary Income Tax -
Balance due
04/05/00 All fi 1"$ t Trus t Company ~,f PA, 245.19
NA .. True t ee Fee
1 R
02/06/B4
02/06/84
09/06/B4
09/06/84
07/03/B5
11/05/B5
11/04.186
12/03/86
06/02/B9
12/04/90
07/02/91
08/02/91
04/05/93
12/6~/94
O( /03 i g',
rNVI~8'PM~:N'l'IJ MAilE. PHUlerl'lI!.
_.__...:".._....'""'''~.._.........._.,''-__..~._.r'__..~.~.~~+++O
# Uhit&
Cost
.....ol......'"
4,930 ,untl:,s P'jxod InnOll10 CcolJllI'jl;!VI'l
Inv",stlll~nt "'unt! ", units
llu'j'chas"d
43,999,.'16
,10,4(:4 units Commol'i !JiI""k coll.."Uvo
,lnvI1~tm""t I'uncl ' unIts'
purchas,,(j
99,,991. BO
,,' 5',009 111tltti Cl'll\iil\Ull r~L(H:l\ C()ll61c~i,ve-
'Invautl1\i(lt}'. l;'u11\1 . tlni tu '
p\Il'(1h~s"d
49,993,60
1,lGB unil:h l'lJ\,,(j Inr()ilIOl ('"ll,,(!tive
lnv",.trflont "und " un1l:s
pUfeh4ijfild
9,993.38
1,95e \InltH NUll! III PIt! lmnd Fund.
unito PIIL'{)ha.""\
20,899.35
4,053 units FlJ\"C1 InGOIH~ Collective'
Invamtl1\0nt'. 1'\,Iud . uni, ts
pu~'ahu"d
39,49:1.,92
1,6.14 unHa 11unidllal IlQnd Fund ~
lInits purchasu(j
17,999.73
79B ,mita Mun,! dptll Bond l'und -
uni l:a P\I'CChMIEld
4B5 uni trl 11un1dpal Bond Fund -
uniU, pu'rohued
916 \1111 ts 1'~Ull1dplll L\o II cl Fund -
unitn pllrcli~B.,d
0,907 \lnJ.t~ 111111 j" ll~~ 1 11011<1 Fund .
uni t!; pllr"h~~l)d
7J.A 1ft\! t. Hun i" l,p~ 1 Bond Flmcl -
\lllil:M l)tll"C!llllIIDcI
8,991.52
, 5,196,99
, 9',991,36
97,989,33
7,996,04
435 "nfLu /1'1111dl,al' ["mc1 '\Ind -
unitu PUI,'o!laMd
4,991.48
;1,627 1I1\il.fl l~lIl1Id~'~1 f.lon~1 P'\lI1d -
\ml t: n INr"libn",i
28,495,55
I II; 4!\O Rtlf4I'~.ii! Htlrl'.w'C'.'fi$t r~\~nda l'A
l~lInliiiJ:'~l "'"n,' Fllnd U9l .
~,l1"I"~ PUlCihllS",d
~84,500.00
26
$15,000 PBnnsy1Vln!a8t&tB Bonde
Series T 5,75% due ,11/15/94
_.,.~~~___~__~~R_~R~~'~~-~~'~"-_W~"
02/03/94 reoeived in eXQhang~ of 1
$lO~0008,nnsy1v.n . Bt.t~
aond ,$~rie~ T $,75 dua
11/),9/94
11/15/94 matured
12,217,05
(12,217.051
.....;......"".........1'"..-......
0.00
=::;I:ii=~ E;:;::~'..~~~za~:;<
$30,000 Pennsylvania commonw,alth
General Obllgation'Bonda5. 75~ due
11/15/94
inventoried
exchang<;ld for 2 $15,000
pennsylvania ~tate !lond 5.75%
due 1.1/15/94
24,434,10
(24,434,10)
___~____~_________~_____M_ri~~N~--~
01/18/84
02/03/94
--...----.........--...
0,00
'C;;:~::;.;::'IE=;::'.:Il:==:;;::
$5,000 Latrobe penl1sylvania
Municipal huthority 'sewer Revenue
Bonds 6,3% 4ue Q?/01/91
inventol'ied
matured,
4,818.15
14,8l8.15)
..~...... _.. ..:.__.. __......... _.....:. __......... ",-'M" ..-"'" ...-...
01/18/84
07/01/91
...;......",...---;....
0.00
::::1;;;::;==;;==:;:::=:='::0=
$5,000 NQrthamptonCounty
pennsylvania Industrial Development
Revenue!!londs 8% due05/01/200l
------~-_..__..:._........._-----_...-----~..:._~...
!nvEllItOrJ.e1
sold
5,455.05
(5,455.051
(11/18/84
10/24/86
--..:.........:....--......-
0.00
=.=;:=::====c:t:::===
$5,000 PennsY1.vania State publiC
SChool Building huthorlty Revenue
Bonds 6% due 11/1/93
inventoried
redeemed
4 , 149 . 7,5
14,149.75)
---..-..-.----- ....-""--.....:.-..... ---'-.;. --..... -...-....
01/18/84
05/02/89
----.....-...------
(} ,'(.1(1
.... - --~-~_. -- -. ~..--
--..~----------
31
ARK Fds PA '1'11)( ~'r"l1l Port folio
-__W...M_W______..___M..______.._
03/23/98
18,450 shares nllmo clwnged from
MarketvsIlt I'unds PA Muniaiplll
Bond funq #591
11,660,156Ishares sold
(410.156Ishates sold
1483.559)shares sold
90,088 ~hares pUl'chased
1473.3881shares sold
56.601 shares purchased
(15,568,93)shllres sold
184,500,00
04/09/98
L16/08/98
09/03/98
12/09/98
12/10/98
12/10/99
03/12/01
116,601.561
(4,101.561
(4,835,59)
931.51
(4,739.791
538.28
(155,691. 29)
o
0.00
ll!ltll;a==a:=====:z;::
E!'ai;;lIiilullll=iL==CIl:=
ARK Fds US Goverrunent Bond Portfolio
--------_.._---------~---~-----------
03/23/98
5,288.281 sharee received in exchapge of
5,298,281 shares Marketvest
Funds Inc, Intermediate US
Government Bond Fund #593
1101,833)shares sold
(5,196.448)shares sold
52,400,00
04/06/99
09/08/00
(1,007.13)
151,392.871
----------..---
o
0,00
==;:=C:C:::===:l:i:l=
==tl==;:u::cc=====
ARK Fds Value EguitYPortfolio
-----------------...------------
03/30/98
47,932.418 shares receiVed ill exohal1ge of
47,932.418 shares Marketvest
Funds Inc. Equi,ty Fund #590
2,037.041 shares purchased
476.288 shares purchased
(12,755,102) sha,res sold
18,795~075)shares sold
(28,895,57Ishares sold
27,968.57
6 , 7'10 , 9'0
(44,778.41)
(36,'876.231
(101,441,57)
142,416.74
11/16/98
12/09/98
12/07/99
01/16/01
03/12/01
--.......-----.....--
-..............--..-...--..
o
0,00
":==1::=========
== ;ll:===='::== :1==::
33
DISBURSEMENTS OF INCOME
02107/84 Dauphin Depo aJ. t Bank and 49.82
Tl'Ust Company - Trustee's Fee
05/09/84 Dauphin D"'posit Bank and 496,'53
Trust Company - Trustee's Fee
08/07/&4 Dauphin Depoflit ,Bank and 526.40
Trust Company - TrUstee's Fee
11 /08/84 Da '.ph in Deposit Bailk and 547.5~
'rrust. Company - Trustee's Fee
02/07/85 Oauphiri Deposit Bank and 565.04
Trust Company - TrUStee's Fee
05/03/85 Dauphin Deposi t Bank and 152,36
Trust Company - Trustee's Fee
05/14/85 Dauphin Deposit Bank and 35.00
Trust Comp"l'\y - Trustee!s Fee
06/11/85 Dauphin Deposit Bank and 91,00
Trust company - 1984 Tax
Preparation Fee
08/08/85 Dauphin Depo ai t Bank and 658.06
Tl'uSt Company - Trusteels Fee
11/06/85 Dauphin Deposit Bank and 570.39
Trust Company - Trustee's ,Fee
12/26/85 DauphIn Depos i t Bank and 1.17
Trust Company - Commission
02/06/86 Dauphin D",posit Bank and 63.4.92
Truet Company - Trustee's F",e
0,5/06/86 Dauphin Deposit Bank and 549,40
Trust. Coinpany - rprus tee I s F,ee
06110/86 Dauphin Deposi t Bank and 94.00
Tl'Ust Company - 1985 Tax
Preparation Fee I
08/06/86 Pa1,.\phin Deposit Banf' and 660.60
Trust Company - Trustee's F'ee
11/06/86 Dauphin oeposi t. Bank and 887.04
'1'1'1,.\8 t 'Company " 'frus teei s 'Fee!
02106/87 D/l,uphin Deposit j;,,,nf: al'\o 97~,48
Trus t CCJmpany --~ TrUSte.6.'-S; Fee
57
03/09/87 Dauphin Depos it Bank and 94,00
1'rust Company - ~986 Tax
Prepars,ti on Fee
05/06/87 DauP!1in Deposit Bank and 860,99
Tnlst Company - 'rrUfJ tee 1 s ~~Be
08/06/87 Dauphin Deposit Bank and 987 . 92
, Trust Company - Trustee's Fee
11/06/87 Dauphin Deposit Bank and 819.46
Trus~ Company - Trustee's Fee
02/08/88 Dauphin Deposit Bank and 900,30
Trust Compa11Y - Trustaets Fee
05/06/88 Daupl)in Deposit Bank and 816.03
Trust Company - Trust.eels Fee
07/22/88 bauphin Deposit Bank and 91.00
'J'l'ust Company - 1987 Tax
Preparation Pee
,
07/28/88 Dauphin Deposit Bank and 82,06
Trust Company - 198~ Tax
preparation Fee for Short Tax
Year
08108/88 Dauphil1 Depos it Bank and 945,96
Trust Company - Trustee's Pe",
11/08/88 Dauphin Deposit Bank and 882.62
Trust Company - Trustee's Pee
02107/89 Dauphin Depos it Bank and 925.93
rl'rust Company - Trustee's F",e,
05/08/89 Dauphin Deposit Bank and 931.08
T.'\.\s t Company - Trusteets Pee
08/08/89 Dauphin Deposit Banl: and 1.045,2)
Trust Company - Trustee's Fee
08109/89 Dauphin Deposit Bank and 125,00,
Trust Company" 1988 Tax
Prepara ti on P",e
11/07/89 Pauphir, Deposit Bank and 985.08
1'nlSt Company - Trustee's Fee
02/06/90 Pauphin Deposit Bank and 989,56
Trust CQmpany - TrusteE'S Fee
05/08/90 Dauphin Deposit Bani: and 125.00
'Trust Company - 1989 Ta>~
Preparation Fee
5x
05/08/90 Dauph,in bepos it Bank and 891,21
TrUst Company - Trua t",,,' a Fee
08/07/90 Pauphil'l Peposit Bank and 971.14
'rrue t Company - Trl.lstee'~ P'se
11/06/90 pa\lphin Deposi t Bank and 8n.98
Trust Company - Trustee'a Fee
02/06/91 Pauphil'l Peposit Bank and ~,0~8 , a,l
Trust Compariy - Trustee's Fee
05/07/91 Pauphin Pei:'osit Bank and <928.89
Trust ComPany - True tee I s Fee
08/06/91 Dauphin Deposit Bank and 125,,00
Trus t Company - 1990 Irax
Preparation Fee
08/06/91 Dauphil1 peposit Bank and 976,20
~'rus t Company .. Trustee's Fee
11/06/91 Pauphin Deposit Bank and 92'6 64
Trust Company - True tee j s Fee
02/06/92 Da\lphin Deposit Ballk and ,9413. Z3
Tl'ust Company - Trustee's Fee
05/06/92 Dauphin Deposit Bank and 896,05
Trust Company - Trustee's Fee
07/06/92 pauphin Depos it Bank and 2,84
Trust Company - 'Overdraft
Cl1al."Qe
07/27/92 Dauphin Depos it ,Bank and 125.00"
Trust Company - 1991 Tax
P.eparaU,on Fee
08/05/92 pauphin Depos it Bank and .'94'8, ?6
TrUst Company - Tr,\lS tee 1 s Fee
11/05/92 pauphin Deposit J;lank and 925'89
Trust Comp,my - Trustee's Fe",
02/05/93 Dauphin Depos it Bank and
,Trust Company - Tl;'u~i;,ee I s Fe~
05/06/93 Dauphin Depos i t Bani; and 910'54
Trust Company - Trustee's Fee
OS/25/93 Dauphir, Peposit Bank tlnd 125,00
Trust Company - 1992 Tax
l'l'sparation FiS'e
08/06/93 Dauphin Deporyi t Ball~~ Cind 979 :.4
Tl'u:,t Com}:,an>' . T.t'u~: ':~~'B ' oS FeE'
.:)li
11/08/93 Dauphin Deposit: Bank and 1,125,82
Trust Company .. Trus tea I f.J 1"eo
02/08/94 Dauphjn Deposit Bank and 1,178,74
Trust Company .. Trustee's '~"ee
05/06/94 Pauphin Peposit Bank Ilnd 1,083,98
Trust Company - Trustee'/tl Fee
08/05/94 Dauphin Deposit Bank and 1,],55,69
Trust Company - Trustee'S Fee
11/07/94 Dauphin Peposit Bank and 1,120,59
Trust Company .. 'l'l'ustee I 8 Fee
02/07/95 Pauphin Peposit Bank and 1 ,171 . 47
Tnlst Company - Trustee's Fae
05105/95 DauphinPeposit Bank and 1,154,21
Trust Company - Trusteers FE/8
08/07/95 Pauphir, Deposit Bank and 1,235.18
Trust Company - Trusteels Fee
11/07/95 Dauphin Deposit Bank and 1,227,39
Trust Company - Trushee's Fee
02/07/96 Dauphin Peposit Bank and ,1,272,43
Trus t 'Company - 'rrus tee t s FE/8
0~/27/96 Dauphin peposit Bank alld 433 . 08
Trust Company - Trusteels Fee
04/08/96 Dauphin f/epos i t Bank and 417.42
Trust Company - Trustee,' S Fee
05/07/96 Dauphin Deposit Bank and 163,14
Trust Company - Trusteels Fee
06/06/96 PauphlnDeposit Ban): and 164,32
Trust Cbmpany - TtAUS tee I s Fee
07/08/96 Dauphin DflPosit Bank and 161. 05
Trust Cbmpany - Trustee , F,: Fliie
08/06/96 Pauphin Depbsit Bank and 157.99
Tl'ust Company - Tl~US tee I s Fee
09/06/96 Dauphin Peposit Bank and 161,14
Tl'US t CompClny .. Trustee's Fee
10/07/96 Pauphin Deposit Ban): and 164.36
Trust Company .. Tl,~uste'e t s F~e
111061% Dauphi n Depof. it B6.il!: and 167.12
rrl~l$- t ,""omD:'\ll\' 1'~"j!; I (~"2 < .S F',:'~;-
(lU
07/06/98 ,Dauphin Depc>s it Bank and 215,09
Trunt Company - Trustee1s F'ee
08/05/98 Pauphin Deposit Bank and 205,88
'l'l'ust Company . True tee'S Fee
09/08/98 Dauphit1 Depoij it Bank i!lnd 193,39
~1rUS t Company .' Trus tee's 1"8e
10/05/9B Dauphin DE;lposit Bank and 197.1,9
Tl'ust Company - Trust.eels Fee
11/05/98 Dauphin Deposit Bank and aO,0.5
Tl'ust Company - ~'rus tee's Fee
12/07/98 Dauphin ,Deposit Bank and 215,29
Trust Company - Trus tee I S Fee
01/05/99 Dauphin peposit Bank and 219,B6
Tl'ust Company - Trustee's Fee
02/05/99 pauphin Deposit Bank and 220,84
Trus t Company . Trus tee I s Fee
03/05/99 Dauphin Depos it Bank and 216.15
Trust Oompany " Trus tee I D Fee
04/05/99 Dauphin Depoe it BanI: and 113 .00
Trust Company . Trustee's Fee
05/05/99 D~".lphin Depo s it Bank and 1i 6',3 4
Trust Company - Trusteels Fee
06/07/99 Pauphin DeposH Bank and llS ,64
Tl"Uet Company - Trustee's F..e
07/06/99 Allf il's t Trust OOf\lpany of PA, l1S,46
NA - Tl-ustee Fee
'08105/99 Allfirst Trust oompany of P~., 116,0'2
tolA - TrUStee Fee
09/07/99 A11firet Trust Company of pA, 115,61
tolA - Tr'us tee "'ee
10/05/99 Allfirst Trust Oompany of P'~~I 112;20
NA Trustee Fee .'
-
11/05/99 hl1first Trust Company of Ph, 113,03
NA - Trustee Fee
12/06/99 I\llfirst Tl,;'ust company of PA, 116,52
NI1 . Tl"US tee Fee
01.105/00 All fit,S t Trust C0mpan::l of Ph, 134,,98
Nt., - Truttee Fee
62
06/05/01 All first 'l'rust Company of FA, 250,48
NA ,- True l:ee Fee
06/13(01 Internal R~venue Service - 55,00
200+ 2nd Quarter Estimated
Fiduciary Income Tax
06/13/01 FA Department of Revenue - 77,00
2001 2nd Quarter Estimated
Fiduci:ary Income Tax
07/05/01 Allfirst Trust Company of PA, 247,40
NA - 'l'1;"us tee Fee
08/06/01 Allfirst Trust Company of PA, 247,85
NA - 'l'rustee Fee
09/05/01 Allfirst 1'nlst Company of PA, 248.66
NA - Trustee F",e
09/13/01 Internal Revenue Service - 55,00
2001 3rd Quarter Estimated
Fiduciary Income Tax
09/13/01 PA Departmen t of Revenue - 78.00
2001 3rd Quat-ter Estimated
Fiduciary Income '1\a>:
10/05/01 Allfirst Trust Company of PA, 247,97
NA - Trustee Fee
11/05/01 Allfirst 'rrust Company of PA, 248,23
NA - Trus tee Fee
12/05/01 All first 'rrU8 t Company of PA, 130,58
NA - '.rrustee Fee
12/28/01 PA Department of Revenue - TI, del
2001 4th Quarter Estimated
Fiduciary Income Tax
01/07/02 1\11firs'c Trust Company of PA, 130,47
NA - Trustee Fee
01/11/02 Internal Revenue Service - 55,00
2001 4th Quarter Estimated
r'iduciary Income Tal:
01/30/02 Ponita Brent - Inter&st 331,85
due on Payment of
Distribution
02/05/02 Allfirst Tnlst Company of PA, 104,59
NA - Trustee Fee
03!O~i/02 Al1first Trus tComp~n:)1 of PI'" 104,22
N.L. - Trustee Fe€..
h-I
04/05/02 All first 1'ruat Company of l:lA, 104,24
NA - Trus tee Fee
05/06/02 Al1first Trus t Company of PA, 101,11
NA - Trustee Fee
06/05/02 Al1first TrustC:oml,emy of PA, 101.14
NA - Trustee Fee
...................................
TOTAL DISBURSEMEN1'S OF INCOME., , . . , .... , ,. , , , , .
(1~
58,488.30
lIlI====~;::===~;;=C
DISTRIBU1'10NS OF' INCOME '1'0 BE:NE1'ICIARIES
Hedwig M" H/ll'dy
...----....-...---...-..
02/13/84 pistribution 946.51
051 H / 84 Distdbution 5,179.02,
08/13/84 Distribution 5,746.59
11/12/84 Distribution 9,125;55
02/11/85 Distribution 6,458.22
05110/85 Distribution 4,065.19
08/12/85 DistributIon 7,154.45
11/12/85 Distribution 4,996,89
02/10/86 Distribution 6,7970;80
05/12/86 Distribution 4,993,39
08/11/86 Distribution 6,818.53
11/10/86 Diatribulion 5,307,46
02/10/87 Distribution 6,247:,25
03/11/87 Distribution 1,751.08
04/16/87 Distribution 2:2~2.92
05/11/87 Distribution 988,47
08/10/87 Distrib\ltion 6,184.19
09109/8,7 Distribution 2,041.29
11/10/87 Distribution 2,906.78
02/10/88 Distribution 5,982.47
05110/88 Distribution 4,571 :27
08/10/88 Distribution 5,920.97
11/10/88 DistributiG)11 5,224.48
02/10/89 Distribution 6,394,11
0:' j 0/89 Distl;!outioI1 5,435.21
(i6
08110/89 Distribution 6,994,48
09/12/89 Oistributioll 2,201.33
11/10/89 Distrib~ltion 3,987,81
02/12190 Pistribution 6,413,74,
05/10/9Q Oistributiori 5,062,23
08/10/90 Pistdbution 6,612,73
11/13/90 O.iatribution 5,050,86
02/11/91 Distribution 6,501.13
05/10/91 Distribution 5,491,87
08/12/91 Distribution 5,707,23
10/31/91 Pistribution 4,200.00
11/12/91 Distribution 736,58
02/10/92 Distribution 4,995.27
05/11/92 D:Latribution 4,111.12
08'10/92 Distribution 4,930.63
11/10/92 Distribution 4,359.59
02/10/93 , Distribution 4,764,01.
0,5/10/93 Distribution 4,223.16
08110/93 Distribution 4,858,95
11/10/93 Distribution 3,909,67
02/10/94 Distribution 4,395.42
05110/94 Distribution 3,361..37
_................;...40.._...
223,299.27
67
IIllfirst Trust Company of PennsylvanIa,
NIl, Guardian for Hedwig M., Hal'dy
_______~____..~__~__M_______~.,_____..____
0B/10/~4 Piatriblltion
lJ/10/94 ' Pistdbution
02/10/9~ Distribution
05/10/95 Distdbutiol1
08/10/95 pistribution
11110/95 pistdbutioh
02/12/96 Pistribution
05110/96 Dis tribution
08/12/96 Distribution
11112/96 Pistribution
02/10/97 Pi,stribution
05/12/97 ' Distribution
08/11/97 Pi-stributiQn
11/10/97 Distribution
02110/98 'Pistribution
05/11/98 Distribution
08/10/98 Distribution
11/10198 Dis t r i bu t i on
02/10/99 Distl'ibution
05/10/99 Pistril:nitiol'l
08/10/99 Distri!:ll,ltion
11/10/99 ' Distl'ibution
02/10/00 Piatribution
05/10/00 Distribution
08/10/00 , Distdbul.ion
4,611163
~,944.J3
4,973,32
3,935,40
4,615,95
4,342.22
4,414,93
4,098,99
3,451.19
3,420,90
3,478.06
, '
3,349.30
3,481.00
3,228,61
3,606,89
3,162,52
3,349,36
2, 988 ..43
2,700,76
2,485.16
2,522,84
2,415.84
3,083.20
3,'246,73
2,986,81
6:-':
H7,844
,
INCOME BALANCE ON HAND
Qun'ent Value
Fiduciary
Mquisition
Value
# uni tS
PesOrlption
or a8 Noted
8,902.95
8,902,95
AR~ Money Market portfolio
'-W__M_~~~__~.Wft~ ____W~____~~__d
8,902,95 8,903,95
~~~~c==c~~~=:=~ =~=~~=m~~~=~~=~
, ,f ~
71
Jill Sanders Hal'dy - 1/4 of 1/2
share of ResiduE!
__________w._.______.__________.
Principal!
ARK Money Market POl'tfolio
29,394,88
29,394.88
Income!
ARK Money Market Portfolio
1,112,87
1,112,87
---~---------- ---~----------
30,~07.75 30,507,75
Children of Robert W. HaI'dy
Donita Renee Brent - 1/3 of 1/2
share of Residue
__.______________.___w____._.__
Principal!
ARK Money Market Portfolio
39,193.18
39,193,18
Income,
ARK Money Market Portfolio
, 1,483.82
1,483.82
--.----------- -----.--------
40,677.00 40,677,00
RobertW. Ha~dy and Allfil'st Tru~tCompany of
pennsylvania, N,A. 'I'rustees under the Will for
~cottDouglas Hardy - 1/3 of 1/3 of 1/2 share
of Residue
Principal,
ARK Money Market Portfo1i.c,
39,193,17
39,193,17
Income:
ARK Money, Mal'ket PortfoliO
L 483. 82
1,483,82
_H_~__________ .____~_~~_____~
40,676.,99 40,676.99
7.1
-
! tel ~
~~ ~ III
w V
~ ~
~ ( ,
~ ~~ ~ ~ CO
-H 0
~~ ~ ..J lj) 0
I ~ '" ~ t'>
g@ .. W ~
rtJ < ~
III ~ X
<eH r ( 0
d4 III ~ In Ii
~~ z ci
a: I 0:
~ ~ '" n: ~
Ul ,
~~ = 0 m
::.1 :( lj) III
<l1 w 0:
~ ~ Z 0:
0 (
~ =:I I:
=::
,
.
,
_",~-i'}"
-""-"~"
~-
II
CASH _ AND ~S:J\~!l' 1 'J'f~tll':
Cash transferred from william n. lIanly, Guardian l,ccount:
Prindpal CaHh $ 7,819.8'1
AcculllulaU'd IncolllU cilHh 1J,300.80
(,l,li1,l payment fro/11 Modioilt,,,,
Unctlshocl in como chocks:
Williams Collogo Lifo Inco/11O Fund # 1
Williams Collogn Life Income Fund # 2
Uncashecl payroll check from Raschloy - lIardy Seed Company
Uncashed Social Security chock for Decembor 1979
lJncashed American Express ~I'ravclors Chaquos
Uncashed dividend checks on 5 sharos Canadian Marconi stock for porio
6/27/75 to 12/7/79
One-half share of Dauphin Doposi t Bank and 'I'rust company, Savings
Account #01615777 with Kenneth G. Deachley
$ 60.00
239.00
._~---.....-.........._......
)30NDS
GOVERNMENT OBLIGATIONS:
$10,000.
U.S. Treasury 7% Notes due 2/15/81
Accrued interest
U.S. Treasury 9.625% Notes due 3/31/81
Accrued interest
U.S. Treasury 6.375% Bonds due 8/15/84
Accrued interest
'I'ennessee Valley Authority 7.35% PoweX' Bonds 1973 Series A
due 1/1/98
Acorued interest
BONDS:
Bethlehem Pennsylvania Parking Authority 6% Refunding
Guaranteed Parking Revenue Bonds Series of 1976 due 1/1/87
Accrued interest
Bucks County Water and Sewer Authority 5% Revenue Bonds due
2/1/91
Accrued interest
East Penn School District Authority 5.60% General Obligatio
Bonds due 8/15/84
Accrued interest
Franklin County Pennsylvania Special Education Authority
5.30% School Revenue Bonds due 3/1/82
Accrued interest I
Jefferson County Pennsylvania 6.70% General Obligation Bond
Series of 1978 due 12/1/99
Accrued interest
50,000.
10,000.
10,000.
MUNICIPAL
$10,000.
10,000.
50,000.
25,000.
10,000.
,$19, DOh]
1 :)]!oo
29 00
1,38041
!j9240
1,32000
9,525 0
27434
48,937 0
1,323 3
I
8,528[3
24957
7, lOobo
T
9'4i~r~
9,104~0
22222
47,04Jo
770pO
I
24,055R5
4 7 4 79
585
1.6148
o
2
15,000. Lancaster City Pennsylvania Sewer Authority 6% Sewer Revenu
Bonds Series of 1971 due 12/1/01 13,029 5
Accrued interest 9500
5,000. Latrobe Pennsylvania Municipal Authority 6.30% Sewer Revenu
Bonds Series of 1978 due 7/1./91
Accrued interest
5,000. Northampton County Pennsylvania Industrial Development
Authority 8% Commerdal Development Gross Revenue Bonds
Series 78 due 5/1/01
Accrued interest
10,000.
Northern York County, Pennsylvania School District 6.10%
General Obligation Bonds Series of 1978 due 4/1/93
Accrued interest
10,000. Camp Hill Borough Authority 6% School Reventie Bonds Series
1975 due 3/1/86
Accrued interest
4,818 5
613
5,455 5
75 6
9,021'90
167 5
9,981,0
215)0
I>1t,1!'!!,<c.!:~~{\.~~._I_I.Q~.I):'Lj_.c_()D t i.J!.l~E,1 L :
$10,000.
30,000.
5,000.
10,000.
10,000.
100,000.
5,000.
10,000.
I'ellnsylvania COlOmonwllill tll fl.5ln nonerlll obli,qation
lIi"hwlIY Bonus Second ~;ed(JH '1'-1975 duo 2/15/87
Accrueu interuHt
I'lmnsylvanill Commonwoaltll 5.75V, Oenorlll OblJqation
Bonds Pirat SorieH S of 1975 due 11/15/94
Accrued interost
Pennsylvania Stuto Public School Building Authority
School l.easo Hevonue Bonds SfJriefl AI<; due 11/1/93
Accrued interest
Philadelphia Pennsylvania School District 4.50% General
Obligation Bonds Series of 1968 dUfJ 3/1/83
Accrued interest
Riverview Pennsylvania SChool District 7% General Ob1ig
tion Bonds Series of 1975 due 5/1/93
Accrued interest
9,507 60
261 80
24,434 10
253 96
6%
4,149 75
56 6'1
Area Joint School
Authority 5.25%
I
Gene,.1 Ob119.1
I
Souderton Pennsylvania
Bonds due 5/1/87
Accrued interest
Upper Dublin Township Pennsylvania 6.35%
tion Bonds Series of 1978 due 12/1/98
Accrued interest
Washington County Pennsylvania Housing Authority 6.10%
First Mortgaye Guaranteed Revenue Bonds Series of 1978
due 12/1/90
Accrued interest
West Shore School District Pennsylvania 6.20% General
Obligation Bonds Series AA of 1975 due 6/1/86
Accrued interest
West Shore Pennsylvania School District 5.30% General
Obligation Bonds Series A of 1977 due 8/1/89
Accrued interest
CORPORATE BONDS:
10,000.
10,000.
$10,000.
10,000.
5,000.
5,000.
5,000.
5,000.
10,000.
10,000.
10,000.
Baltimore & Ohio Railroad company 4.25% First Consoli-
dated Mortgage Bonds Series C due 10/1/95
Accrued interest
American Telephone & Telegraph Company 8.80% Thirty-one
Year Debentures due 5/15/05
Accrued interest
General Motors Acceptance Corporation 7.75% Debentures
due 10/1/94
Accrued interest
Indiana Bell Telephone company, Inc. 8.125% Forty Year
Debentures due 8/1/11
Accrued interest
Michigan Bell Telephone company Forty-Year 9.125% De-
bentures due 12/1/18
Accrued interest
Mellon National Corporation Floating Rate Note due 6/1/89'
Accrued interest
New Jersey Bell Telephone company Forty-Year 7.75% De-
bentures due 9/1/13
Accrued interest
Pacific Telephone & Telegraph Company 9% Seven Year
Notes due 10/15/81
Accrued interest
Pennsylvania Power & Light company 9.75% Series First
Mortgage Bonds due 11/1/05
Accrued interest
8,695150
161 25
10,127100
132120
99,879 00
1,001 11
4,678 65
33 52
9,135 00
64 40
9,954 00
65 45
8,453i 70
235 55
5,550 00
116 88
8,193 75
129 55
3,712 50
106 56
3,750 00
180 56
4,125 00
48 16
5,050 00
71 25
7,150 00
277 71
9,537 50
210 00
8,30 00
184 17
#
COHPOJ.~A'l'~~ONll.~_ (cont}_n l!od).:
$10,000.
& Telegraph Company 7.6' De-
10,000.
Southorn Boll Tolephone
bontureB due 9/1/00
Accruod intorest
South Contra 1 Bell Telophone Company 8.25% Thirty-Four
Year DebonLuros cluo 12/1/04
Accrued intorest
10,000.
Dow Chemical Company 7.875% Debentures due 7/15/07
Accrued interest
Diamond State Telephone Company 8.20% Forty-Year De-
bentures due 8/1/11
Accrued interest
Ford Motor Credit Company 8.375% Notes due 5/1/84
Accrued interest
General Electric Company 8.5% Debentures due 5/1/04
Accrued interest
Hawaiian Electric Company, Inc. 9% First Mortgage Bond
Series Q due 10/1/00
Accrued interest
Jones & Laughlin Steel Corporation 9.875% Series First
Mortgage Bonds due 4/1/95
Accrued interest
Pennsylvania Power & Light Company 8.25% First Mortgag
Bonds due 12/1/06
Accrued interest
W. R. Grace & Company 4.25% Convertible Subordinated
Debentures due 3/1/90
Accrued interest
5,000.
10,000.
10,000.
5,000.
5,000.
10,000.
600.
STOCKS
SHARES
200 Allis Chalmers Corporation
Accrued dividend
100 American Can Company
500 American Telephone & Telegraph Company
537 Connecticut General Life Insurance Company
Accrued dividend
392 Dauphin Deposit Corporation
400 Delmarva Power & Light company
824 Cow Chemical Company
Accrued dividend
208 Exxon Corporation
Accrued dividend
800 FMC Corporation
350 Ford Motor Company
200 General Electric Company
Accrued dividend
134 W. R. Grace & Company
160 International Business Machines Corporation
Accrued dividend
200 International Harvestor Company
848 Marathon Oil Company
312 National Distillers & Chemical Corporation
500 Ohio Edison Company
400 Pennsylvania Power & Light Company
200 Pfizer, Incorporated
.1-
$ (,,02500
27232
7,51250
0710
7,27500
37634
3,750100
18224
0,88750
15817
8,27500
16055
3,88750
12375
3,62
13
45
6,71
10
3,55
25,96
19,06
17
12,54
4,85
25,59
32
11,06
22
19,95
11,02
10,41 50
14 00
5,23 38
10,08 00
13 60
7,28 50
40,49' 00
9,37 50
6,93,50
7,20doo
,
7,76~50
b.lng duly .
...
.. .ccordlng to low, dupo.o. .nd .oy. th.t h.
of tho E,ht. 0/
I.te 0/, Cumberl.nd Counly, P." d..:....d Md Ihlt I".
within Is .n Inventory med. by __., the s.ld...___
0/ Iho ontlr. .sht. 0/ uld dec.dont, conslsllng 0/ .11 tho p.rson.' property .nd rool .".to, ..copt ro.1 e,ht. ouhld.
the Commonwulth 0/ Penn'ylvMI., end th.t Ih. /Iguro. oppo.lte ..ch It.m 0/ tho Iiwontory ropro..nt It'l /.Ir v.lu.
.1 of tho d.to 0/ docodonl', deeth,
..__ .nd lublcrlbed be/oro me,
_________.19..._..__
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,1,44,,"
0.10 0/ D..th _...._..__________________.___.._._.____
D1r Month
v..,
INSTRUCTIONS
I, An Inventory mUlt be /lied within throe month I .lter .ppolntment 0/ person.1 repr...nhtlv..
2. A lupplement Inventory mull b. /1I.d within thirty d.y' of dllcovery of .ddltlon.1 ....ts,
3, Additional ,heets m.y be .thched .. to personolty .r ro.lty
4, See Artlcl. IV, Flducl.rl.. Act of 1949,
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Bn"nton M. Ilake, 'l'rust Officer of Dlluphin Deposit Bank & Trust Company& Hedwig
M. Hardy,
ss:
, '
.
being duly sworn occordlng to I.w, dopole! .nd s~ys th.t liIIIthey ..are ..the 1!:xecutors
of tho Estate of .JoIllUauLB. Hardy
lote of llorouqh oj' Camp Hill ., Cumberland County, P." decoased .nd th~t the
within i. .n Inventory mod" by tham ,~, th. s.ld Executors.
of tho onllro ..t.to of uid docod.nt, cOMI,IIng of .11 tho p.rson.1 prop.rty .nd rul ",tah, oxc.pt reol .st.to ouhld.
the Commonw..lth of P.nnsylvonl., .nd th.t th. flgur.. oppo.lt. ..ch II.m of th. Inv.ntory r.pr...nt it', f.lr v.lue
.. of the d.I. of d.c.dont's d.olh, Dauphin, Dopani \: Bank & 'l'rust Company,
llYI_-iJ I, ! 1/, /) if: I. 'l'rust Officer,
__.usw.~r~~ to. o-~~~:?r _-6..nd...~b.crlb.~ l::;r.~~ ~~%c{~;.~;~~:~~,~t?2~~,:t~;~' Co-Executors
-~..( Z'C(;;r(<~~:li~;~'~;,~:!~~~Cp~bll;-- ~::r::::::, S::::~.'_'" 17108 u~===
Mv (omMillilln [~.II1"! !,-,'!' 1'J'!.j Acldr,..
KIllllbwu. P4. [~~;.'il" ~',Vn\l
D.te of De.th .
7th
Ooy
. January
Month
. u. _~...L9.B.Q..__.__._... ._...~_._... ..... _. ..'
Vu,
INSTRUCTIONS
I. An invenlory must be filed within thre. month. after .ppolntm.nt of p.rson.1 representatlve.
2, A .uppl.ment Inv.ntory must ba fil.d within thirty day' of dl.cov.ry of .ddltlon.1 unh.
], Addition.1 .h..h m.y b'. .tt.ch.d .. 10 p.r.on~IIy or r..lty
4, S.e Article IV, Fiduciaries Act of 1949,
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IU:;:v.455 (1-0(1\
COMMONWEAtTH OF PENNSYlVANIA
DEPAllTMENT OF REVf.NUE
TRANSFER INHERITANCE TAX
REHIDENT DECWENT
f~'j' 'lit /_:~tl
I ('j fd r /'/d'l)
SCHEDULE /IF"
STATEMENT or DEBTS
AND DEDUCTIONS
~~'-"~~"''-'4;;'==~,=.c.cc;..;;.--;"""",--.,
-;''-""-~'''~,o;;;'_'''~-,,,,-;,,_,c.
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Estateof__!:Iilliam B. I~L DaleolDI!uth Januar.y 7,1980 _F:leNo, ,~
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
Claimant ~<:.dwiS! M. Hard~___
[1olutionship to Decedent
Wife
-_.~------------------------ .-
-i1EM- -..--... -..
NO, DIITE
Clairnanl'sAddress 633 Devon Road, Camp Hill, Pennsylvania 17011
NAME OF PAYEE
REMARI(S
AMOUNT
-~-"-"-
"T98 U M.i'~r.s.-:.!1(;ll.LJ"\.l.!1.l;! r a.LJ:lome ....._. .F'lm~.r.a.L..!' xpen s e!O.
Jalb. 2.5 .Re.gj.stSl..r~lJ:n11JL.._..__._.._. Pr:QbatS).Jl'.i.ll/letters o;f
14
-.l5..
-ll.
-!.L.
18
----'-- ~'estament.I!J:.Y~u__.
Feb. 4 Cumberland Law Jou.J.:..~.L_ !lStver.tising Estate
5 PennsY1vall~a P~-L..L.i ht S_~.'L!:.()_~J::Q..l..2mL80
6 _Wo~~.s A.~~()iatio!!.i'amp__ _~lln9.E"!.!... eXEens~
Hill P;-..!'.!OJ2y!~rian Chur.~.l1._. _~._.
..---_.2 ~.Yston.!Loq P!:'oducts ..____ }'\lel.gi1
7 PenlJ@..l'1..Yania Power & .L.i ht Ser:yic~_to .lfl.5/80
.J .Bell..T.eJ....iJphol1e CompcU1Y-.,.____.Servig@ to l/3l.LlLL-__
,__.._12.JyesLSl:LQ,re COllnt.rv C1uQ.__ Remainin~ due 1980 .
_.....1..2 PealerlfJoWl'Jr lihop '__n__. .Ft~J2_-p'!!!:'chasedlli.ill7 9
S',,Ol.henson I s F1Q!d.~r~_____ Fun"Kg.L spraL__
W~.t.....QhQ.r.e...QQ\mtJ:L_C.lJ.ill._. .Re S.l;@t:f!.llt._n9.bar ge s 12L 8/79
I;l a lill1l~lL.R!;;1.1lQJ?i.t,_.!1_an ls._E.!l.rL._. l'1:.\Lf?tfil e ..is',iLt9 r I RA A C c 0 un t
r:.ust......QOlTlllilny___._~__.._ j'ear _el)d!:.I}.SL~W...!L19
-~'m_ Horner. Inc. _.~ Refus.@. COJ1.es::tion
219.00
18._.Q.Q.
_...~.
50.00
254.69
46.13
_322.00
10.00
9. 2~
32.33
38.H
1. 022.65
_-...!l.,_ 8 5
ar.
27 Keystone Oil Products Fuel 2~...
5 Harry ,lh... WimC',E_u__....__._ fI.f>pra(s.,al,Jee__
___.5 .Patrio1:_ News_col~Eanx..._.____ A~~.€l..rtising !,state
6 _Wi.tlial\L..:LL_Day1or.__~..__._l\12l?X9i~.~~..::.. 633 Devon
~i1;S,in.1iLQ_,...J\lqt.Kj.Jl!L_._..._~ .II! oti'lJ2Y_ fee
A~...n.
121. 79
50.00
71.10
125.00
J.LOQ
TOTAL THIS PAGE ,--_2..._._3.,) HZ, 90
I
~_.
Road
~
lILV,4'l'j (l.IW)
COMMONWtALl'IlOf PENNSYL.VANIA
DE~)AIHMtNl 01' nrVENUr
TRANSI'lI1 INIHI1ITANCI TA~
I1ESIPENT PI'CWENT
SCHEDULE "F"
STATEMENT or DEBTS
AND DeDUCTIONS
~''PJ.~;-,\~\?
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./1,""",........)
':t,~,--~l',""'\t.
-'-.c_...........--'-"',;",_".._
;.C_L'_, ''-''.'
Estatl! of !YJIlium u. I1urd.J:,u_~____,__Dill" III DUilt"._~L~l}Y.9E..i.'-2,_JJ.~~. _ File No,___._____.._u_...
WHEN CLAIMING THE FAMILY EXEMPTION, COMPl.ETE THE fOLLOWING:
Claimilnt Hedwig M. Hardy H"ln1iol1ship to Docedont Wife
.,____'__~.,.....~_..~n.._~_~__....~_...,.__._..__,_..__.......... .......
Claimilnt's I\ddress
22 AP.E:...}_
23 May 27
633 DevQn Road. camp lUll. Pennsvlvania 17Ql1
:..~~:~~:~~~~~-~ ~:;;~~,~~~~:~:~_'"~~~l:~:~~
1I~c'!.~_i..(;L jJardy._._______... ~!:1.~ni 1:.~____!l.~e.Il1l2..1;J_on~.._.__.~___.__L-l.Q.QJh.QJL
ProfeE~_~9.~1:....~~l!l_El-.!.I"'..il}!:~ ~edic.~r._€l_par_!:_.I3_'2ed1l9_Hb.!~__.._'___..6Q_' 00_
=~._~._~-~~.~-~-
mM' .-;;;;:;:;;--
NO.
----.1:"l'8'
_~J _ ~ilE :--18
24
25
-..
26
27
Care Agency __..._._.~._.... .mu"u__~_T' _~___u____.__~_
28 RegistE!E..?J_uWi1Js_....~__ Short c",_:-.~~~~~~..~____ _~...:!_':..Q_~_
Aug. 14 West Shox:.e_.-'!'~x__~~re.'l.\l____m.__. }3aJ:.~r.:-':.~__C?~_l~Z.~uuT_<:_~___..__._..~'O_.]J_
14 ..Internal Re_ven':!5'-3erv!pe~. BCl.!~!}9EJ..<:1~..'?n_.Ju~.?.~_ 1040 _~~d21.4. 73_
_......!.j .1:el1.!1_~y.lvania_..I2.~~rtment__':?f B.ill~l)S::~....9.~e_<:>!1.. .1,2 7 9 _!?~n.n!3..Y.1 v ,,!rd. _m__._______.~_
.____ _'?.~ Re ven u"!m__~_..._____ __......1Q.._.. -.---------...-.-_.._.._~___'___.___+u..__.~2!.'_13.0_...
COST RESERVED FOR THE FOLL WING:
.
-~----...__.._--.-- -----_.._...._---~-~--.._-~-~ ~_....~._-_._---
Dauphin Depos)t_BanJ<___~.. Tru J:__. Ex~cu_t_or' s Jee
Com a!!Y...____.......__________.........._._ _.._..____.
Rhoad~l._P.i.r1(=?D___l'_Jlende~_s_bc:lt ___~! tor-.ne~ s fee
_____. Fi1~E.'2. AC_9..oul1J::__.___.__..~_
:.; 30343.00
-~._-
15 L9.00. O.Q..
350.00
_...---....,.....~- _.....-~-------.._-------.._-.......~~~_.. ._~---,;.-_.
-~ ...-.......~-~----~_~_-'__..."._........TT~_~_..~ __~______.____
._~--_._._-,~_..~- .---..__._._..~..._~-~._----........._~-------~--~-_.~. ~--_._--,. -,_.
_~._..___.~__._n~_.._._~~.'----,_~.....,_~~.~_......._._~_.. ~____.___.. .,
-.-..-~_..-~...-._'----.~-..~.......-.--u---n-'~.--~TOTA~-~HI~--;AG~1=-_ . $?_Q~~~2 0.74
I hereby cortify that to the best of my knowledge and holiel tho foregoillg is i1 just illld true slaloment of dobts, funaral
e!~~. ~yr~;~B.~e~~~~Wi: ;gali~~{f~~~rlll9fJ.~~~ 1\t 1Iil'a2~;e~a:~rjtl;'i!i~~,~: (~i~~~~M f.6P1lI8~::h,e~;~ta te 0 f
I, /, ~--l./ (.//.I //1"1 '.L'/L-/ -.- .. k.L.n~ _ _.~"" _L...d.L...
E-"~_ r,""'J.~'--,-~_.~ \_:- ...}~ _ -~- ~: ..___n~r!t~lilrlNfl,TLJflr O[ I\TI()!.~~~,y!!.-Il)uc~L\r~y _V.L. J..:_c~r rl~.!.:!~__~ 0'.''''__
Hedwig~. Hardy I OFFICIAL USE ONl Y
DEBTS AND DEDUCTIONS AHE ALLOWeD IN THE SUM OF $
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_____.. '/..L/dJ..{L{~._//li!:c. (4.</__. .... . /: /..(:) I
(~f;-i';~ll I' "r\jtl,t " i _,1\ II
V ..
ill,NEIlI\!, INHU~I.rANCF LAX__I.b!nJt1MAI~
UIl!liltisfimj Iltl"ililip~ illClJlnH11l'y tilt' docodullt Plior to Ilhi/lwr dUd!l, ilrt! df~dIIClihlt! i1f)llimlt his/her tilxalJltl fJStilln,
III i1dditiol', to dolll' illculIlld Ily Ill" docodonl or ostilto, othor dOlllS ill'O elilllllllblll illOludin!l tlio CDst of udmini5tlutllJn,
dttollWY IllllS, fidlil;i,IIY lOll!;, hlllelul und buriul L'xpllnsos illcludill\l tl", cost of u bllliullot, tOlllbstone 01 gtUVlllllAlklll.
All dohts IlOir1\1 c:luilllod u[luimt un "stuto UI'll subjoct to tlie upprovul of tho ROfllstnr of Wills with whom tho
11l11('rilimco TilX flotuI n Is tilod, Evldollcu to support tho decodunt's or tho ostate's liubllity tor IIw dobts boin!l clailTlod
should Ill! ultlldwd to this sc:lwdulo,
A fllll1i1y exemption of $2,000 may bo claimod by a spouso of a docedent who died domicilod in Pennsylvania,
If tholllls no spouse, 01' If tho spOUSO has forfoitod hls/hor rights, then any child of the decedent who Is a member of
tho sallW housohold can claim the exomption, In tho ovont thero is no such spouso or child, tha exomptlon can be
claimod by a paront or parents who UIO mombars of the samo household as the docodon!.
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INSTRUCTIONS FOR COMPLETING SCHEDUI.E "F"
1, If the family exemption Is being claimed, Indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and tho 81110unt claimed In the amount column,
2, Assign consoclltlve numbers to each item listed,
3. Enter tho dute on which each debt was Incurrod and/or paid,
4. Enter the names of each payee,
5, Provide a brief explanation in the remarks column for each debt claimed.
6, Entor the amount of oach debt bein[l claimed,
7. Tho forl11llll1st be signed by tho person who 11as assumed the responsibility for paying the debts,
I V',lll I (11'1';)
OMMONWEALTI; OF P~NNSYLVANIA
(>( I'ARTMENT OF R~VENUE
IIUI<L^" OF FIELD OPERATIONS
INI1EI<ITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
ro:
DA T E: _"""'_"_'_"___"~"_"_'___
ESTATE OF: _... ._....._.._.___~____.__________._....
FILE NO: ............._....__.._._.._..__.~__._____.__......._
COUNTY OF, .__.H..__.n.__.______~______..__.____._..
DATe OF DEATH:________._.______________..___
------------------------------~------------------------~-----------------------------.
", DETERMINATION:
T aX'lblo oslale ba s.d upon:
Tho Unlled Stal.s E,lal. Tax R.lurn (Form 706)
Tho communlcallon from the F.d.ral Gov.rnm.nl
confirming Ih. occ.planc. of or chany.. 10 the
Fodoral Eslol. Tox Relurn
Amount of crodll for 5toto deoth toxos (0. v.rlflod)
Ponn.ylvanla Inherltonc. lax a.souod
(oxcludlng any dl.count and/or Inloroot)
Normol Inhorltance lax paid to othor 5101.. or
Torrllorl.. of Ihe Unitod Slot.. (oxeludlng
any dl.caunl ond/orlnlero.l)
Talollnherllonc.lax credits (1In. 110m 3 plu. Ilno II.m 4)
Totollloblllly for Pennsylvania ..1010 lox (line 110m 2
minus IIno II.m 5)
1.
?,
I,
$
$
----
-------
$ ----
.1,
$---
(J.
$
$
,
>,
NOTE, Compl.lellne Ilems 7 and 8 OtolLY whon d.lermlnollon
Is bas.d on F.doral Closing Le"er
7,
Amount d Penn..ylvania estate tax assft'ued on determination
dolod
Addlllon (reducllon) 10 Ponnsylvanla osta.to tax (1In. lI.m 6
rnlnus Iln. lIem 7)
$
$
g,
Dotormlnatlon propared by,
Date: _
...___.. __ ____... - _...______ _______________________ ________________ ...__..._ _____...__ _0_- _______ ______
I'., A55ES5MEtolT,
I. Ponnsylvanla E,lato Tax rofl.cl.d on:
line 110m A (6)
line II.m A (8)
/, Lo.. cr.dlts:
Dt-..UQE.X!<YMENT
$
_AM~l!tolT PAID ItolTER~L CREDIT
~._.____L =
____.__._.__~4__ ---
- lL---L -
~"-'--- ~._--
______~._--...,....R - ~ ) .- --
Bolonco of Ponn.ylvanla .,Iat. lox due
$
------
~-_.__._---
I"torost I, duo at Ih. rot. of ,I x (6) p.rcenl p.r annum from ___..
_ I. Ih. dal. of poymont.
A.....m.nl pr.par.d by:
-
AOEN TFOR THE COMMClNWl:,6,L. TI1
Dal.,
SEE REVERSE SIDE FOR INSTRUCTIONS
INSTRUCTIONS
..... -"-...
To insure proper crodit to your account, the nome of tho estoto and file nUlllber should be
c1eor!y printed on the check or money order.
This determination and ossessnlnnt is 1II0de in occordoncn with Sectlan 421 .lnd Section 732
of tho Inheritance and Estate Tax Act of 1'161, 72 P,S, 2485-421, 732,
Tho ostote tax Imposod by Section 421 is duo at the dote of tho docedent's dooth but sholl
not becollle dolinquent until tho oxplrotlon of oighloon (IB) 1II""lh. of tor decodont's douth providod
Ihot OilY estolo tax occosionod by 0 final chongo in the Fedorul return or of the lox due thereen
sholl not become delinquent until the explrotion of one (1) month ofter the porson liable to pay
Ihe tox receives linol notice of the Increose, Culeulote Interest from the dollnquent dato shown
on the foce of this form to the dote of payment using tho following Intoresl tob'e:
--.--.--------------------------------------.---.------.--------.---------------.---------
1 mooth .005 4 lIlonth s .020 7 months ,035 10 months .050
2 months .010 5 months .025 B monlhs ,040 11 months .055
3 months ,Q1S 6 months ,030 9 1II0nths ,045 12 lIlonths .060
_.___ __'''~_''.._n_. ".. __. .._.--.......... --~-
1 day ,00017 11 dnys .00186 21 days .U0352
2 day s .00034 12 days .00203 22 do y s .00369
3 days .00051 13 days ,00220 23 day 5 .00386
4 days .00068 14 doys ,00237 24 days . G040 3
5 do y s ,00085 15 days .00250 25 days .00420
6 do ys .00101 16 days .00267 26 day s .00437
7 doys .00118 17 day 5 ,00284 27 days .00454
B do y s .00135 18 days .00301 28 days .00471
9 do ys .00152 19 days .00318 ')!J days .00488
]0 doys .00169 20 days .00335 30 days .00500
,--- ------ --- -----....-....---- -- --- --- -- ------- - --- -.-- -.-- - --- ---- ---- -- ------ -- -- ---- --
Any party In Interest, Including tho Commonwealth ond the personal representative, not
satisfied with the assessment may object thereto within sixty (60) days after roceipt of this
notice as provided by Section 1001 of the Inheritance and Estate Tax Act uf 1961 (72 P.S,
~ 2485-1001)
Make check or money order poyable to:
"Register of Wills, Agent"
Mail to the address listed below:
~1, 1593EX 111-821
J "ENNSY'_VANIA DEPARTMENT OF RtVENUEl lNHERITANCE TAX IASSESSMENT
BUREAU OF ACCOUNTS SETTLEMENT I CONTROl. NO. 101
POBOX 2055
HARRISBURG, PA 17 105 RECORD AD~USTMENT
_ "_",,__,,__~,-___~,_~ ~_~,~-_rt~_~ _,~~~_,_.~_~,~~_~~ _~~.. _ _,_~,_"~ "o,!:T!_" Q?~:J,~.:J~;l~."~.,,.
ESTATE OF HARDY WILLIAM B FII.E NO, 21 79-0124
DATE OF.DEAT.HQ),c07:-S0.'_m___'_____ ___u________ .. COU"'TY 9\I!1SERLI\1ID,
NOTE; TO INSURE ~ROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WII.I.S OF THE ABOVE COUNTY, MAKE CHECKS PAYABI.E TO "REGISTER OF
WILLS, AGENT,"
RHOADS ETAL
PO BOX 1146
HBG
PA 17108
CUT ALONG THIS LINE
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
"INHERITANCE TAX RECORD AD~USTMENT"
OATE 05~19-83
ESTATE OF HARDY
WILLIAM
B FILE NO,21 79-0124
A..QJ~,~t..1~~L BA?ED ..9~________ADM I N I STRA T I VE CORRECT I ON
VALUE
OF ESTATE:
,.
2.
3.
4.
5.
6.
7.
B.
Reel Estate (Sohedule AI
Stooks and Bonds ISohedule BI
Closely Held Stock/Parlnership Inlere.1 ISohedule CI
Morlgages and Notes (Sohedule DI
Cash & Miscellaneous Personal Property (Schedule E)
Jointly Owned Properly (Sohedule FI
Transfers ISohedule GI
Total Gross Assets
OEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/MIscellaneous
Expenses ISohedule HI
10. Debts/Morlgages/l.iens ISohedule II
11, Total Deductions
12. Net Value of Estale
13. Charitable Beque.ts ISohedule JI
14, Nel Value SubJeot 10 Tax
TAX:
\ 5, Amounl of line 14 taxable al 6% rate
, 6. Amo~lnt of line 14 llx.ble at 15% rate
17. Principal Tax Due
TAX CREDITS,
1=~Ai.~~NT _~- RECilpr--r- ?~~~~~~i i:(]
10-0'1-80 063396 r- . .00 I
. IF PAID AFTER DA TE INDICATED SEE REVERSE FOR CAI.CUI.A TION
OF ADDITIONAl. INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
ACN 101
III
I 21
I 31___
I 41.
( SI~
I 61
I 71
300.000.00
.00
.00
.00
934,437.85
.00
.00
181 _1..1234,437.85
I 91.
(10)
.00_
53,608.64
1\11
(121
(131
(141
_2~&Oe. 64_
l,18Q, 829 '_~.L
.og__
1, 18Q.~29. 21
(151 337,8+8.73 X,06- 20,269.12
1161_ 161. 48 X,IS= 24.22
1171 20,293.34
AMOUNT PAID l
I
45,604.43
-~
To.T AL T A~REDIT ______-45.,JiQ.i..~__
L BAL~~C~~..~~_~~:'j.,_____...1h311. 09CR
f,,_____INT..E,R.~T___,__ _____ .00 I
:____,TOT ALnD~E.___ L. ____ __,_, ~?L~l.:..o.?S:_RJ
(If Balance Du!' IS lesr. than $1,00 no payment Ls required)
COURT OF OOMMON PLEAS OF OUMBERLAND OOlIN'l'Y, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-79-124
Estate of William B. Hardy, Deoeased
Late of the BOl'ough of Camp Hill
FIRST AND FINAL ACCOUNT OF
Dauphin Deposit Bank &. Tl'ust Company and
Hedwig M. Hardy, Exeoutors
PROPOSED SCHEDULE OF DISTRIBUTION
___n__'._______________
Balanoe for Distribution as per the First and Final Aooount
(Aooount Value $ 1,'108,091.72)
.1,156,449.23
Dauphin Deposit Bank &. Trust Company and Hedwig M. Hardy, Trustees
under the Will of Willianl B. Hal'dy (Marital Trust) - amount needed
to seoure the maximum Marital Deduotion as per the Federal Estate
Tax Return in aooordanoe ITEM IV of the Will, oonsisting of:
Seourities:
$10,000. Amerioan Telephone & Telegraph Co. 8.80%
Thirty-One year Debentures due 5/15/05
'10,000. Dow Chemical Co. 7.875% Debentures
due 7/15/07
$5,000. Diamond State Telephone Co. 8.20% Forty
Year Debentures due 8/1/11
$10,000. Ford Motor Credit Co. 8.3751 Notes due
5/1/84
$10,000. General Eleotrio Co. 8.50% Debentures
due 5/1/04
$5,000. General Motors Aooeptanoe Corp. 7.75%
Debentures due 10/1/94
$600. W.R. Graoe & Ca. 4.25% Convertible Subor-
dinated Debentures due 3/1/90
$5,000. Hawaiin Eleotrio Co. Ino. 9% First Mortgage
Bonds due 10/1/00
$5,000. Indiana Bell Telephone Co. Ino. 8.1251
Forty Year Debentures due 8/1/11
$5,000. Michigan Bell Telephone Co. Forty Year
9.125% Debentures due 12/1/18
$10,000. New Jersey Bell Telephone Co. Forty Year
7.751 Debentures dUe 9/1/13
$10,000. Pennsylvania Power & Light Co. 9.751
First Mortgage Bonds due 1/1105
I. \
.ll (Jl '-.;
$ 7,418.75
6,131.00
3,178.05
9,829.69
7,468.75
3,508.35
496.50
3,511.90
3.150.30
3,558.50
5,825.10
7.582.20
$10,OCO. Pennsylvania Power & Light Co. 8.25~
First Mortgage Bonds due 12/1/06
$10,000. Southern Dell Telephone & Telegraph 7.60~
Debentures due 9/1/08
$10,000. South Central Bell Telephone Co. 8.25~
Thirty-Four Year Debentures due 12/1/04
416 shares Exxon Corp.
400 shares General Eleotrio Co.
160 shares International Business Maohines Corp.
860 shares Standard Oil of California
1,200 shares Union Paoific Corp.
6,478.80
6,2'(5.00
6,625.00
15,990.00
20,550.00
19,610.00
32,250.00
70,125.00
351,435.90
~:
Dauphl.n Deposit Bank & Trust Company and Hedwig M. Hardy, Trustees
under the Will of William B. Hardy (Residuary Trust) - Residue in
aooordance with ITEM V of the Will, oonsl.sting of:
Seourities:
$10,000. U.S. Treasury 6.375~ Bonds due 6/15/84 $ 9,693.75
$10,000. Tennessee Valley Authority 7.35% Power
Bonds due 1/1/96 6,972.90
$10,000. Bethlehem (PA) Parking Authority 6%
Revenua Refunding Guaranteed Parking Revenue
Bonds due 1/1/67 9,779.40
$10,000. Buoks County (PA) Water & Sewer Authority
5% Revenue Bonds due 2/1/91 6,472.70
$50,000. East Penn (PA) Sohool Distriot 5.60%
General Obll.gation Bonds due 6/15/64 49,616.00
$10,000. Jefferson County (PA) 6.70% General
Obligation Bonds due 12/1/99 6,054.90
$15,000. Lanoaster City (PA) Sewer Authority 6%
Revenue Bonds due 12/1/01 10,669.75
$5,000. Latrobe (PA) Municipal Authority 6.30%
Revenue Bonds due 7/1/96 3,940.60
$5,000. Northampton Copunty (PA) Industrial Develop-
ment Authority 8~ Commeroial Development
Gross Revenue Bonds due 5/1/01 4,520.35
$10,000. Northern York County (PA) School District
6.10% Obligation Bonds due 4/1/93 6,391.60
$30,000. Pennsylvania Commonwealth 5.75% General
Obligation Bonds due 11/15/94 24,114.90
$10,000. Pennsylvania Commonwealth 6.50~ General
Obligation Bonds due 2/15/67 9,648.90
$5,000. Pennsylvania State Public School Building
Authority 6~ School Lease Revenue Bonds
due 11/1/93 4,205.75
$10,000. Riverview (PA) Sohool District 7% General
Obligation Bonds due 5/1/93 9,116.10
$5,000. Upper Dublin Township (PA) 6.35% General
Obligation Bonds due 12/1/96 3,810.30
2
q \ ; j
." J l, ,.1 I
$ 591,196.79
<
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his StutelT\clilof I'/'IJp":,,,d Dic;ll'ih\itioll, 11 lid "fl l'
dHl'f!, tinw Hid plul.'!: wh.,)) Ii! IIIl1\{' \\'iLlwPl'['~;~'nl(,d
ii Ihv (;')\11" 1'(\1' f"" f:1'I\"i;l: i'T' '1 ,d of tlH: JUt;; dtl}' lu
;:~ wd,'~':\ ld ii) ~<' I: ~:il';likt\t or h;j!KIt\:~d
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dd 10 ',' '\ l',')' () \:~
ii ",;\-Cll h! ('\'{~ry tl!lp;,id ioI.nTI;illi
1\ kidi;'.';"' Iq [11;; IH Vi iitdllilt
i.;,'
tl luvl' {It' i.'hi,,"! llll iiJic)'I'~i: ill i!i'.' ~'~;t\(t' ,h ([" Il'"lf.
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H~""~ 0'1 ~
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~.NCOMf
Personal tyr
Reoeipts
Less Disbursements
Realty:
Reoeipts
Less Disbursements
Balanoe Before Distributions
Distributions to Benefioiaries
In ves tmen ts
Inoome Balanoe Remaining
SUMMARY 8. INDEX
-- .!'.!Illes -,....
11-24
24-25
$301,325.70
-111,211,9Z
25
26-27
$ 10,900.76
-10,900.Z6
28
28
.
.
'.
$190, 113.73
-0-
$190,113.73
-20,000.00
'170, 113.7~
. h 1.08.091.72
COMBINED BALANCE REMAINING
'ilfJ
c-, i' ~-
I-,'I;;t
't- -,~;-.
,)l}
2
COMPOSITION OF NET BALANCES
PRINCIPAL BALANCE
Aooount
_Value
Bonds I
$10';"000. U.S. Treasury 6.375% Bonds due 8/15/84 $ 8,528.13
$10.000. Tennessee Valley Authority 7.35% Power
Bonds due 1/1/98 7,100,00
$10,000. Bethlehem (PA) Parking Authority 6% Revenl~e
Refunding Guaranteed Parking Revenue Bonds
due 1/1/87 9,448.70
$10,000. Buoks County (PA) Water & Sewer Authority 5%
Revenue Bonds due 2/1/91 9,10~.90
$50.000. East Penn (PA) School District Authority 5.60%
General Obligation Bonds due 8/15/84 47,046.00
$10,000. Jefferson County (PA) 6.70% General Obligation
Bonds due 12/1/99 8,868.50
$15.000. Lanoester City (PA) Sewer Authority 6% Sewer
Revenue Bonds due 12/1/01 13.029.45
$5.000. Latrobe (PA) Munioipal Authority 6.30% Sewer
Revenue Bonds due 7/1/98 4,818.15
$5,000. Northampton County (PA) Industrial Development
Authority 8% Commeroial Development Gross Revenue
Bonds due 5/1/01 5,455.05
$10,000. Northern York County (PA) Sohool Distriot 6.10%
Obligation Bonds due 411/93 9.021.90
$30,000. Pennsylvania Commonwealth 5.75% General Obligation
Bonds due 11/15/94 24,434.10
$10,000. Pennsylvania Commonwealth 6.50% General Obligation
Bonds due 2/15/87 9.507.60
$5,000. Pennsylvania State Public School Building
Authority 6% SchOOl Lease Revenue Bonds due
11/1/93 4,149.75
$10,000. Riverview (PA) School District 7% General
Obligation Bonds due 5/1/93 10,127.00
$5,000. Upper DUblin TownShip (PA) 6.35% General
Obligation Bonds due 12/1/98 4.678.65
$10,000. Washington County (PA) Housing Authority 6.10%
First Mortgage Guaranteed Revenue Bonds due
12/1/90 9,135.00
$10,000. West Shore (PA) School Distriot 5.30% General
Obligation Bonds due 8/1/89 8,453.70
$10,000. West Shore (PA) SchOOl Distriot 6.20% General
Obligation Bonds due 6/1/86 9,954.00
$10,000. Amerioan Telephone & Telegraph Co. 8.80%
Thirty-one Year Debentures due 5/15/05 8,193.75
u
'i,', -I
I eJ I
3
Distribution
Value 9/8/83
$ 9.693.75
6,972.90
9,779.40
8,472. '(0
119,818.00
8,054.90
10,689.75
3.940.60
4,520.35
8.391.60
24,114.90
9,848.90
4,205.75
9,116.10
3,810.30
8,844.90
8,749.20
9,742.70
7,418.75
PERSONALTY PRINCIPAL RECEIPTS
The AQQountants oharge themsel ves with the items of
personalty as per Inventory as filed:
~sequent Reoeiptsl
3/17/60 Claim payment from Pennsylvania Blue Shield for
65-Speoial Benefits
5/27/60 Aoorued interest on Dauphin Deposit Market Square
Aooount
$933,769.23
26.00
77.46
11/25/60 Unoashed Coupons dated 2/1/79 and 6/1/79 on $10,000 Buoks
County (PA) Water & Sewer Authority 5% Revenue Bonds
due 2/1/91 at $250/esoh
500.00
Reoeived from Dauphin Deposit Bank & Trust Company, Guardian
of the Estate of William B. Hardy, an inoompetant, now
deoeased - oosts reserved not used
TOTAL PERSONALTY PRINCIPAL RECEIPTS
PERSONALTY PRINCIPAL CONVERSION~
2/5/60 $226.66 Farmers Home Administration 5.125%
Promissory Note dated 7/1/69
3/10/60 $100,000 Souderton (PA) Area Joint Sohool
Authority 5.25% Bonds due 5/1/87
4/23/80 Dauphin Deposit Bank & Trust Company Statement
SaVings Aooount #01615777
5/6/80 $10,000 Baltimore and Ohio Railroad Co. 4.25%
First Consolidated Mortgage Bonds due 10/1/95
5/6/80 $5,000 Jones & Laughlin Steel Corp. 9.875%
First Mortgage Bonds due 4/1/95
5/9/80 1,261 units Fixed Inoome Colleotive Investment
Fund
5/15/80 350 shares Ford Motor Co.
5/23/60 100 shares Amerioan Can Co.
. fJ'j ,',d '/~ ~\~J
5
133 . OQ.
$934,507.69
Amount Aooount
Reoei ved. Value
$ 193.25 $ 193.25
100,000.00 99,879.00
161.46 161.46
4,600.00 5,550.00
3,450.00 3,625.00
10,979.14 10,972.21
7,976.58 11,025.00
3,094.61 3,556.25
6/3/62 $5,000 Mellon National Corp Floating Rate Notea
due 6/1/89
3/1/83 $10,000 Philadelphia (PAl Sohool Distriot ~.50~
Oeneral Obligation Bonds due 3/1/83
~/~/63 ~OO shares Pennsylvania Power & Light Co.
6/30/83 500 shares Amedoan Telephone & Telagraph Co.
Dauphin Deposit Master Savings Aooount
Amount
Reoeived
5,000.00
10,000.00
8,636.02
31,7'15.37
97,200.00
Aooount
.1..a lue
5,050.00
6,695.50
7,200.00
25,968.75
97,200.00
513,800.00 ___513,600.00
$1,120,135.98 $1, 100, 1~0.~7
Master Reserves Trust - Government Portfolio
TOTALS
Net Gain or (Lose l Transferred to Summary
~_~LTY PRINCIPAL DISBURSEMENTS
1/25/80 Cumberland County Register of Wills - oost of Probate
2/~/80 Cumberland Law Journal - cost of edvertising and proof of
publioation
2/5/80 Pennsylvania Power & Light Co. - eleotrio servioe
2/5/60 Hedwig M. Hardy - on aooount of Family Exemption
2/6/60 Treasurer, Wome~'s Association - contribution
2/7/60 Keystone Oil Products Corp. ~ fuel deliverios
2/7/80 Pennsylvania Power & Light Co. - electric service
2/7/60 Bell of Pennsylvania - telephone service
2/12/60 West Shore Country Club ~ annual membership dues
2/12/80 Peale~'s Flower Shop - flowers purchased
2/12/80 Stephenso~'s Flowers - funeral spray
2/12/80 West Shore Country Club - restaurant oharges
2/111/60 Bell cf Pennsylvania - telephone service
, II
, "
I,)!.
7
$ 19,~95.51
$ 219.00
18.00
8.67
300.00
50.00
25~.69
~6. 13
322.00
10.00
9.28
32.33
38.19
651.37
Interest: Wuhinllton County (PA) /lousins Authority 6.10~ Fim
Mortg8se GU8rantead Revenue Bonds due 12/1/90
613180 -. --mo. 60
1212180 305.00
6/2/81 305.00
12/2/81 305.00
6/2/82 305.00
12/2/82 305.00
6/1/83 305.00
2~ 070. 60
Interest:
Wellt Shore Sohool Distriot
BOndll due 6/1/86 ----
6/3/80
1212180
612181
12/2181
612182
1212182
611183
(PA) 6.20~ General Obligation
Interest:
2. 104.55
Wellt Shore Sohool District
BOnds due 8/1/89
2/4/ao-
8/4/80
213/81
8/4/81
212/82
8/3/82
212183
812183
Interest: Amerioan Telephone & Telegraph Co.
Debentures due 5/15/05
5/16/80
11/18/80
5118180
11/1" 180
5/18/82
11/16/82
5117183
1.884.45
Interest: Baltimore and Ohio Railroad Co. 4.25~ First Consolidated
Mortgage Bonds due 10/1/95
412180 $95.62
5/6/80 41.32
2.950.45
136.94
! ,~
.,;';,'
.llF)
I hl,d_
fi()- 4
Ul.t,
17
Interest I New Jersey Bell Telephone Co. Forty Year 7.75$ Debentures
due 9/1113
3/4/60 $109.'/9
9/3/60 387.50
3/3/61 38.7.50
9/2/81 367.50
3/3/62 387.50
9/2/82 387.50
3/2/83 387.50
9/2/83 387.50 2,822.29
Interest I Pao1f10 Telephone & Telegraph Co. 9% Seven Year Notes
due 10/15/81
4116/80 $240.00
10/16/80 450.00
4/16181 450.00
10/16/81 450.00 1,590.00
Interest I Pennsylvania Power & Light Co. 9.75% F1rst Mortgage
Bonds due 11/1/05
5/2/80 $303.33
11/5/80 487.50
5/4181 467.50
11/4/61 46'/ .50
5/5162 487.50
11/3/62 467.50
5/4/63 487.50 3,228.33
Interest I Pennsylvania Power & L1ght Co. 8.25$ F1rst Mortgage
Bonds due 12/1/06
6/3/60 $325.40
12/2/60 412.50
6/2/81 412.50
12/2/61 412.50
6/2/82 412.50
12/2/82 412.50
6/1163 412.50 2,800.40
Interest I South Central Bell Telephone Co. 6.25J Th1rty-four Year
Debentures due 12/1/04
6/3180 $325.40
1212160 412.50
6/2/81 412.50
12/2/61 412.50
6/2/62 412.50
12/2/62 412.50
6/1/83 412.50 2,800.40
')" , .. t').,
.;".\ d i':j~r. ul '.It
20
f) L'.JDJ
~, . J i.., [
21
, .
12/11/81 137 . 60
3111/82 137.60
6/11/82 137 . 60
9/14182 13".60
12/13/82 137.60
3/11183 137.60
6/13/83 152.00 1,940.80
Di v idend: Ipternational Harvester C..2.!.
1/16/80 $125.00
1l/16/80 -~.Q.<l 250.00
Dividend: Marathon Oil Co.
--- $381.60
3/11/80
6/11 180 424.00 805. 60
DividendI National Distillers & QtIemioa1 Corp.
3/4/80 $156.00
6/3/80 156.00
9/3/80 156.00 468.00
Dividend: Ohio Edison Co.
4/1/80 $220.00
7/1/80 220.00 4110.00
Dividend: Penn!ylvania Power & Light Co.
11/2/80 $212.00
712/80 212.00
10/2/80 212.00
1/5/81 212.00
11/2/81 2211.00
7/2/81 2211.00
10/5/81 2211.00
1/5/82 224.00
11/2182 232.00
7/2/82 232. 00
10111/82 . 232.00
1/11/83 232.00
11/4/83 2110.00 2.912,00
DividendI Pfizer, Ino.
. 4/1780 $72.00
6/30/80 72.00 1411.00
Dividendi ~Uibb Corli>'
3/11/80 $171.00
6/16/80 171.00 342.00
fJ(')/!
itL '
23
DiY idend: Standard Oil of California
3/11/80 $344.00
6/11/80 387.00
9/11/80 387.00
12111/80 430.00
3/11/81 430.00
6/11/80 430.00
9/11/81 516.00
12/11/81 516.00
3/11/82 516.00
6/11/82 516.00
9/14/82 516.00
12/13/82 516.00
3/11/83 516.00
6/13/83 516.00 6,536.00
Dividend I Union Paoifio Corp.
4/2/80 $420.00
7/2/80 420.00
'10/2/80 420.00
1/5/81 480.00
4/2/81 480.00
'1/2/81 480.00
10/2/81 480.00
1/5/82 540,00
4/2/82 540.00
7/2/82 540.00
10/4/62 540.00
1/4/83 540.00
4/4/83 540.00
7/5/83 540.00 6.960.00
Dividend: Westinghouse Eleotrio Corp.
3/4/80 $140.00
6/3/80 140.00
9/3/80 140.00 420.00
TOTAL PERSONALTY INCOME RECEIPTS $ 301.325.70
PERSONALTY INCOME DISBURSEMENTS
10/24/80 Internal Revenue Servioe - interest on Federal Estate Tax
$16.26
4/14/81 Pennsylvania Department of Revenue - 1980 Fiduoiary Inoome
Tax
879.18
17,204.96
4/14/81 Internal Revenue Service - 1980 Fiduciary Income Tax
LU, . l ,If),)
24
LNCOME DISTRIBUTIONS TO BENEFICIARIES
TOI Hedwig M. Ilardy - on aooount of net inoome
7i13/83
TOTAL INCOME DISTRIBUTIONS
,20,000.00
.$ 20~~
INCOME INVESTMENTS
Dauphin Deposit Market Square Aooount $170,100.00
Exhibited into the Offioe of the Register of Wills in and for the County of
. II
Cumberland this,)'-I"I-- day of l/(!~-fit.<.L 1983, by
Dauphin Depoait Bank and Trust Company and
Hedwig M. Illlrdy, Exeoutors of the Estate of
William B. Hardy, Deoeased
!~.,d-~. "7)( dL
Trust Offioer
BYI
Byl
)/ . I .
" ,.... .'. f, /I
:,f'c!)I,'(.1! ,,(
Hedwig M.
"//~I ; rill
Hardy 1/
...
.. (J "
. ",' -~ ..,)
"
j'ilr(
\ \ I
(.),,-1:..
28
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",', Er ~, ~.~
I. ;;~I:.l
t, '
'" - "Il<,
c:." , ;t.o(
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U
Interest:
II any I.ax due I' paid wllhin Ihree (31 monlh, after Ihe decadent', death, a discount of
fi,e peroent (6%) of the tax plld IS .1I0wed.
, the diocounl period is c.lculaled in calendar months. ExamPle: date of death 1 ~ I 6-82,
dlSc()Unl period expires 4- 15-82.
Except for t.x on I luture interest, Inheritance tax becomes dehnquenl .t the explratton of
hlne (9) months from Ihe date of death.
, Inherlt.nce tax on a future interest becomes delinquent at the expiration of three months
from:
... the date of election to prepay Dr
... the date of death of the life ten,nt or ,mnult.nt
Intorest IS CIlculated on a d..ily basIs from
- delinquent date to date of p.yment on arw tax llnpaid on delinquent dill€!
- date of last delmquent pa~'ment to date of payment on ally unpaid balance,
Interest IS charged .t the follOWing rates:
Discount:
Dolinq~!'t Dlte
5/27/43 to and Including 12/31/81
1/1/82 to and Including, 12/31/82
1/1/83 10 and Including 12131/83
Annual Interest Rate
~..._.....,----~~
6%
20%
16%
Daily InleraE.!~~
,000164
.000648
.000438
Those esl~tes thllt become delinquent on or before December 31, 198\ Will maintain
I constant interest rale, The rate In effect when the tax fjrst becomes deHnquenl will
rem.in constant unlll the delinquenl tllX balance IS pard In full,
Those estates that become delinquent on or after January 1, 1982 Will contain a variable
lntersst rite, 1'hus, taxes that remain outstanding from calendar year to calendar year wlll
be subjoct to the different rates In effect on each January 1.
Interest is calculsted as follows:
INTEREST . BALANCE OF UNPAIO TAX X
NUMBER OF OAYS X
OAILY INTEREST FACTOR,
If a tax bllance remains outstandmg for more thin one calendar vear, I seplrate interest
determination must be made for Elachyear at the applicable rate, (Only one calcul.tion
IS necessary if the eslate malnl.lllnS the constant Interest rate.)
Any Notice Issued after the ta)' becomes dfJllnquent WIll reflect an Interest calculation to
fifteen (15) days beyond the dale of the notice, If payment IS made after the
Interest computation dale shown on the Notice, addltlonlJl Interest must be calculated
To Remit Payment: Detach the top portIon of this Nollce and submit with your payment to the Register of Wills
of the counly shown on the Notice,
Address Information IS listed on pago 13 ot the btJo~lel. "Instructions for InherHance Tax
Return for a ReSident Decedent"
Make check or money order payable to' Register of W!lls. Agent
.
4, Willimn B, Hardy (the "Decedent") died January 7, 1980, leaving a Will dated
July 21, 1977, which was duly probated in Cumberland County, Pennsylvania, A true and
eon-eet copy of Decedcnt's Will is attached hereto as Exhihit "A".
5, The Decedcnt was survivcd by his spouse, Hedwig M, Hardy,
6, Pursuant \0 ITEM IV and V of' Decedent's Will, Decedcnt's Estate passed to a
Marital Tl1Ist and Residual Trust for the Iifctime henefit of' Iledwig M, Hardy, of which Hedwig
M, Hardy and Dauphin Deposit Bank and Trust Company were named as Co-Trustees,
7, Hedwig M, Hardy died Oetoher 17,2000.
8, Upon the death of Hedwig M. Ilardy, Decedent's Will provided that the assets of
the Marital Trust were to be comhined with the Residual Trust, and after payment of a bequest.
the assets of the Residual Trust were to be divided into two equal parts. one part to be held for
the benefit of the issue of Charles Douglas Hardy, Jr., and one part to be held for the benefit of
the issuc of Robert W, Hardy.
9, Charles Douglas Hardy, Jr, and Robert W, Hardy are the nephews of the
Decedent.
10, PlII'suant to ITEM VI and ITEM VII of Decedent's Will, the children of Charles
Douglns Hardy, .II', and Robert W, Hardy were entitled to receive one-third of the tnlst assets
outright at age 25. one-hal I' of the assets then remaining at age 30, and the rest of the assets at age
35.
II. The Will further provided '.hat if those children bad atlnined the nges set forth
nhove at the time the trusts were established, they were to receive immediate outright
distributions of the portions to which they were cntitled bused on nge.
- 2-
"
12. ITEM V of Decedcnt's Willnamcd Summit and ElizlIbcth Trust Compllny liS Co-
Trustec, to scrve with Chllrlcs Douglus Hurdy, Jr, liS to his childrcn's trust IInd Robert W, Hurdy
liS to his children's trust.
13, Flcct Blink, which is thc succcssor to Summit IInd Elizabcth Trust Compuny,
dcclined to scrvc as Co-Trustee by a document duted June 29, 2001, A true and correct copy of
this document is uttuchcd hcrcto as Exhibit "B",
14, Pursuant to ITEM XVIII of Deccdcnt's Will, Allfirst is the successor Co-Trustee
to Fleet Bank,
15, No successor to Allfirst is named in thc Will,
16, Charles Douglas Hardy, Jr, has four childrcn who ure all living and all ovcr the
agc of 35,
17, Robert W, Hardy hus three children who are all living, and all but one, Scott
Douglas Hardy, is ovcr the age 01'35,
18, Because they are all over the age of 35, all of the children of Charles Douglas
Hardy, Jr, and Robert W. Hardy have received their shares outright pursuant to Decedent's Will,
with the exception of Scott Douglas Hurdy.
19, Scott Douglas Hardy's date of birth is October 25, 1968, IInd he is 34 years of
IIge,
20, Scott Douglas Hardy has received two-thirds of his Trust outright, but one-third
of his share is being held in Trust until he reaches the age 01'35
21. Scott Douglas Hardy will be entitled to an outright distribution of the entire Trust
on Octobcr 25, 2003, at whieh time the Trust will terminate,
- 3-
.
22, The current principal balance of the Trust for benefit of Scott Douglas Hardy is
$97,549,29,
23. Pursuant to ITEM VlI of the Will. Scott Douglas Hardy is entitled to quarterly
distributions of income from the Trust.
24, ITEM VlI further provides that if Scott Douglas Hardy dies prior to final
distribution of the Trust, his share is to be distributed to his issue, per stirpes, or if he has no
living issue, then to the then living issue of Robert W, Hardy, per stirpes,
25, Scott Douglas Hardy has two minor children. Mary E, Hardy. whose dnte of birth
is January 13, 1999 and is 3 years old, and Jane W, Hardy, whose date of birth is May 22, 2002
and is less than 1 year old,
26, The interests of Scott Douglas Hardy and his minor children are identical, thus
there is no need for the appointment of a guardian ad litem to represent them as contingent
remainder beneficiaries,
27, Allfirst and his father, Robert W, Hardy, are the Co-Trustees of his Trust.
28, Decedent's Will does not permit the Co-Trustees to resign without court approval.
29, Allfirst wishes to resign .as Co-Trustee of the Trust flblo Scott Douglas Hardy,
and allow Robert W, Hardy to serve as sole Trustee, Allfirst's Resignation is attached hereto as
Exhibit "C",
30, Robert W, Hardy consents to Allfirst's resignation and has agreed to serve as sole
Trustee of the Trust. Robert W, Hardy's Consent is attached hereto as Exhibit "D",
- 4 -
REFUSAL TO SERVE AS CO.TRUSTEE
Summit and Elizabeth Trust Company is named as Co-Trustee with Charles Douglas
Hardy, Jr, and with Robert W, Hardy of two residuary trusts under Item V(c)(1) and Item V(c)(2)
of the Last Will and Testament of William B, Hardy, dated July 21, 1977, for the benefit of the
issue of Charles Douglas Hardy, .Ir, and the issue of Robert W, Hardy (the "Trusts"), Fleet Bank,
successor in interest to Summit and Elizabeth Trust Company, hereby confiIms that it never
accepted the appointment of trusteeship of the Trusts, that it does not accept sueh appointment
and that it will not serve as Co-Trustee of the Trusts, Fleet Bank recognizes that under Item
XVJII of the Last Will and Testament of William B, Hardy, Allfirst Trust Company of
Pennsylvania, N,A" successor to Dauphin Deposit Bank and Trust Company, shall serve as Co-
Trustee of the Trusts in lieu of Fleet Bank,
IN WlTNESS WHEREOF, intending to be legally bound hereby, Fleet Bank has caused
this Refusal to Serve as Co- Trustee to be executed by its duly authorized representative this
) . :'j.,
~L- day of June, 2001.
ATTEST:
FLEET BANK
,',~, J,,, .~,
By: {. ,.r.-,O.(eq / /~Jt"""7t4-----
(Vice) Pre en! . .
389364.1
.. ITEM '{.: H I predecease my wiCe, HEDWIG M. HARDY,
I give, dovise and bequeath, IN TRUST, all of the I'cst, residuo and rcmainder
a! my property, real, personal and mixed, not disposed of in the preceding
portions oC this Will, to my said wlfe, HEDWIG M. HARDY, and DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, Harrisburg, Pennsylvanla, or the
survivor, as T rust~e(s), IN TRUST N EV ER THELESS, Cor the !ollowlng uses
and purposes:
(a) My Trustee(s) shall have, hold, manage, invest and
reinvest the same, collect the income and pay over the net
income in quarterly installments to my wife, HEDWIG M. HARDY,
until her death or remarriage, whichever occurs first.
(b) Whenever all of my wHe's income i8 insufficient. to
provide for her medical, hospital, nursing and nursing home care,
my corporate Trustee, in its 80le judgment, may pay to, or for
the use at, my wile an amount out of the principal a! the Trust,
which amount shall not exceed FIVE THOUSAND DOLLARS
($5, 000. 00) a year.
(c) Upon the death or I'emarrlage of my said wHe, whichever
occurs first, my Trustee(s) shall pay TEN THOUSAND DOLLARS
($10,000.00) to my Alma Mater, WILLIAMS COLLEGE, William8toWIl,
Massachusetts, and shall then divide all of the remaining assets a! said
Trust into two equal parts as follows:
1. One such equal part shall be distributed to
CHARLES DOUGLAS HARDY, JR. and the SUMMIT
AND ELIZABETH TRUST COMPANY, Summit, New
Jersey, or the sUI'vivor, as Trustee(s), IN TRUST'
Pago 4 of 23 pages,
oC such child BO much of. the lIet income nnd principal oC said Trl.lst
as, in the sole <liscl'ction oC the TI'uHtee(s), may be necessary to
maintain said child in the proper Htatlon in liCe, including proper
support, maintenance, medical, hospital, nursing and nursing home
care, and college, university, post-graduate or other education: any
unused income shall be accumulated. Upon such child's attaining
the age oC Zl years, the Trustee(s) shall pay to such child any
unpaid accumulated income. The reaCter, or beginning at the creation
oC the Trust iC such child is 7..1 or more years oC age upon the creation
oC said Trust, the Trulltee(s) shall pay the net income, in quarterly
installments, to such child. When such child attains the age oC 7..5 years,
1/3 oC the then assets oC the Trust shall be distributed to him or her;
at age 30, l/?" oC the then assets oC said Trust shall be distributed to
him or her; at age 35, all oC the remaining assets oC said Trust shall
be distributed to him or her. (ll, at the establishment oC said Trust,
said child has already attained an age at which he or she would have
been entitled to one or more distributions oC assets as above provided,
t~e portion(s) which would have been distributed at such prior age(s)
shall be distributed to such child Corthwith.) Should such child oC Charles
die beCore Cinal distribution oC the assets of said Trust, but be survived
by then living issue, all then remaining assets shall be distributed to
such child's then living issue, per stirpes. Should such child die beCore
Clnal distribution, and not be survived by then living issue, the provi-
sions oC paragraph (d) herein shall obtain.
(c) In each Trust established Cor the benefit oC tho issue oC a
decoased child oC Chal'les, the T l'ustee(s) shall have, hoid, mannge,
Page 6 aC 7..3 pages.
in"".( and ,""invest the p dnclpal th~ reot, collect the Income,
and shall quarterly pay the net income to or Cor the benefit ol the
issue ol such deceased child ol Charles, per stil-pes, 11\'lng at
each time ol quartel'ly distribution; twenty (20) years lollowing
the death oI the survivor oI myseU and my wile, the Trustee(s)
shall distribute all oI the then assets in the Trust to the then
recipients oI the income, in the proportions by which they "re
then entitled to the income.
(d) U at any time beEore nnal distrib\ltion oI the assets oI
any of the Trusts established lor Charles' children or the issue oI his
deceased children, there are no living beneliciaries of said Trust,
that, Trust shall terminate, and its assets shan be divided into as
many equal shares as there are then existent Trusts created under
paragraph (a) of this Item, and one such share shall be added to each
such then existent Trust; Provided, that II any oI said Trusts herein
created has previously been terminated by distribution oI all oI its
principal to its beneficiaries, said beneficiaries who received
distribution of the principal oI that Trust shall collectively be con-
sidered an "existent Trust" lor the purpose of this paragraph, and
one such equal share shall be distributed directly to such benelicia,ries
in the same proportion by which they received the principal of the
Trust, or, if deceased, to their issue, per stirpes. If at the time oI
termination described in this paragraph (d), or II at any time belore
final distribution oI assets under this Item, there is no then existent
Trust as herein de lined and neither my wlIe nor any ol Charles'
issue is living, then all then assets oI said Trust shall be distributed
Plllle 7 of Z3 pages.
-----_.._._._---~--- -..-',...------. ,
the solo discretion of the Trustee(s), may bo necessary to
maintain said child in the proper station in Ilfe, including proper
support, malntenance, medical, hospital, nursing and nursing
home care, and college, university, post,.graduate or other
education; any unused income shall be accumulated. Upon such
child's attaining the age oI 21 years, the Trustee(s) shall pay to
such child any unpaid accumulated income. Thereafter, or beginning
at the creatIon ol the Trust if such child is 21 or mOl'e years ol age
upon the creation of said Trust, the Trustee(s) shall pay the net
income, in quarterly Installments, to such child. When such child
attains the age ol 25 years, 1/3 oI the then assets oI the T rust shall
be distributed to him or her; at age 30, 1/2. ol the then assets ol said
Trust shall be distributed to him or her; at age 35, all ol the remain-
ing assets ol said Trust shall be distribu~od to him or her. (U, at
the .establishment ol sa.id Trust, said child has already attained an
age at which he or she would have been entitled to one or more dis-
tributions of assets as above provided, the portion(s) which would
have been distributed at such prior age(n) shall be distributed to
such child lorthwith.) Should such child of Robert die belore rind
distribution ol the assets ol said Trust, but be survived by then
living issue, all then remaining assets shall be dist.ributed to such
child's then living issue, per stirpes. Should such child die belore
linal distribution, and not be survived by then living Issue, the
provisions ol paragraph (d) herein shall obtain.
(c) In each Trust established for the benefit ol the issue ol a
deceased child ol Robert, the Trustee(s) shall have, hold, manage,
Pngc 9 of 23 pages.
invosthllnd rolnvest the principII! th" 1'00[, colloet tho income, and
shall qUlU'torly pny the net Income to or [or the bencHt o[ the
Issue of such deceased child of Rohert, per stirpes, living at
each time of qunl'lerly di~trlbution; twenty (20) years following
the death of the survi VOl' of myself and my wHe, the T rustee(s)
shall dlatribute all of the then assets in the Trust to the then
recipients of the income, in the proportions by which they are
then entitled to the income.
(d) U at any time bl!fore final distribution oI the assets of
any of the Trusts established for Robert' II children or the issue oI
hill deceased children, there are no living beneficiaries of said
Tru~t, that T rust shall terminate, and its assets shall be divided
into as many Ilqual shares as there are then existent Trusts created
under paragraph (a) oI this Item, and one such share shall be added
to each slich then existent Trust; Provided, that iI any of said Trusts
herein created has previously been terminated by distribution of all
of its principal to its beneficiaries, said beneficiaries who received
d'istribution of the principal of that T rust shall collectively be con-
sidered an" existent T rust" for the purpose ot this paragraph, and
one such equal share shall be distributed directly to such beneficiaries
in the same proportion by which they received the principal oI the
. Trust, or, it deceased, to their issue, per stirpes. It at the time oI
termination described in this paragraph (d), or If at any time betore
final distribution ot assets under this Item, there is no then existent
Trust as herein doClned and neither my wile nor any of Robert's issue
is living, then all then ass"ts of said TrUst shall be distributed to
Page 10 of 23 pages.
Robert lC he Is then living, or if he is n'lt then living, to such per-
sons and in such proportions, as would be ontHled to receive
Robert's Estate had he then died Intestate, a resident of New Jersey.
(e) Regardless of the foregoing pl'ovislons of this instrument,
it any Trust. established In paragraph (a) of this Item is In existence
20 years following the death of the survivor of Testator and his said
wife, each such Trust shall terminate at the end of said ZOth year
following the death of the said survivor, and all assets of the Trust
shall then be distributed to the then recipient(s) of the income of said
Trust in the I'roportion by which said recipient(s) are thoiln entitled
to the income,
ITEM VIlI: If I do not predecease my wile, Hedwig M. Hardy,
I give, devise and bequeath the sum of Tli:N THOUSAND DOLLARS ($10,000.00) to
my Alma Mater, WILLIAMS COLLEGE, Williamstown, Massachusetts, and I
direct that my Executor(s) shall divide all of the rest, residue and remainder of
my property, real, personal and mixed, not disposed of in the preceding portions
of this WIll into two equal parts which I hereby give, devise and bequeath as follows:
1. One such equal part, I give, devise and bequeath
to CHARLES DOUGLAS HARDY, JR. and the SUMMIT AND
ELIZABETH TRUST COMPANY, Summit, New Jersey, or the
survivor, as Trustee(s), IN TRUST NEVERTHELESS, for the
uses and purposes set forth in ITEM IX of this Will, for the benefit
of the issue of Charles Douglas Hardy, Jr. (herein referred to as
"The Trust for the Issue of Charles Douglas Hardy, Jr,").
Page 11 of Z3 pages.
, .
.__., ~ "..-
.,---"_...,,,-.. ......-..---. .-.-....--- ~.,- ...-"
._~...__.~_,u_....._.__',..~.- -.. .----..-,-.--------~.-------.. ~,
univtli-'sity, post_graduate 01' other education; any unused income
shall be accumulated. Upon such child' B attaining the age of 2.1
years, the Trustec(s) shall pay to such child any unpaid accumulated
income. Thereafter, or beginning at the creation of th.. TI'ust if
such child is 21 or more years of age upon the creation of said
Trust, the Trustee(s) shall pay the net income, in quarterly
installments, to such child. When such child attains the age of
25 years, 1/3 of the then assets of the Trust shall be distributed
to him or her; at age 30, 1/2 of the then assets of said Trust shall
be distributed to him or her; at age 35, all of the remaining assets
of said Trust shall be distributed to him or her. (If, at the establish-
ment of said Trust, said child has already attained an age at which
he or she would have been entitied to one or more distributions of
assets as above provided, the portion(s) which would have been distributed
at such prior age(s) shall be distributed to such child forthwith.) Should
such child of Charles die before final distribution of the assets of said
Trust, but be survived by then living issue, all then remaining assets
shall be distributed to such child's then living issue, per stirpes.
Should such child die before final distribution, and not be survived
by then living issue, the provisions of paragraph (d) hel'ein shall obtain.
(e) In each T rust established for the beMflt of the issue of a
deceased child of Charles, the Trustee(s) shall have, hold, manage,
invest and reinvest the principal thereof, collect the income, and
shall quarterly pay the net income to or for the beneHt onhe issue
of such deceased child of Charles, per stirpes, living at each time
of qual'tcrly distrib\\tion, twenty (20) years following the dcath of the
page 13 of 23 pages.
(e) Regardless of the fOl'egolng provisions of this Instl'll-
ment, il any Trllst established in paragraph (a) of this Itom is in
existence 20 yoara [ollowlng the ul'I\th of the survivor of Tostatol' and
his said wile, each such Trust shall terminate at -,he end of said 20th
year following the death of the said survivor, and all assets of tho
Trust shall then be distributed to the then reclpient(s) of the income
of said Trust in the proportion by which said reclplent(s) are then
entitled to the income.
ITJi:M X: The following provisions shall apply to the Trust for
the Issue of Robert W. Hardy, created in ITEM VIll of this Will:
(a) The Trustee(s) shall divide the principal of the Trust
into as many equal shares or parts as there are then living children
of Robert W. Hardy (herein referred to as "Robert") and then deceased
children of Robert represented by then living Issue. The Trustee(s)
shall hold one such share as a separate Trust for the benefit of each
then living child ot Robert, and one such share as a separate Trust
for the benefit of the issue of each such then deceased child of Robert.
(b) In each Trust thus established for a then living child of
Robert, the Trustee(s) shall have, hold, manage, invest and reinvest
the principal thereof, collect the Income, and shall, if the child is
lindeI' 21 years of age, quarterly pay to ')I' for the benefit of such
child so much of the net income and principal of said Trust as, in
the sole discretion oC the Trustee(s), may be necessary to maintain
said child in the proper station in life, including proper sllpport,
maintenance, meuical, hospital, nursing and nursing home care,
PallO 15 of 23 pages.
and collugo, 1.IIliv(.~rlllty, pOHtNgrl\dunto or uthur oduciltlonj any
unusodlncol'lle shall be accufllula\ed. Upon auch child's attaining
tho aile of Z I Yl1ara, the Tru"toe(s) shall pay to such child any
unpaid acculnulated Income. Thort.aft" r, or beginnlnll at the
creation of tho Trust lC such child Is Z I or more years of ago
upon the creation of said Trust, the Trustee(s) shall pay the net
income, In quarterly Installments, to such child. When such
child attains the age of Z5 years, 1/3 of the then assets of the
Trust shall be distributed to him or her; at age 30, 1/2 of the
then assets of said Trust shaH be distributed to him or her; at
age 35, all of the remaining assets of said Trust shall be distributed
to him or her. (If, at the establishment of said Trust, said child
has 'already attained an age at which he or she would have been
entitled to one or more distributions of assets as above provided,
the portiones) which would have been distributed at such prior age(s)
shall be distributed to such child forthwith.) Should such child of
Robert die before final distribution of the assets of said Trust, but
be survived by then living issue, all then remaining assets shall be
distributed to such child's then living issue, per stirpes. Should such
child dis before final distribution, and not be survived by then living
issue, the provisions of paragraph (d) herein shall obtain.
(c) In each Trust established for the benefit of the issue of a
deceased child of Robert, the Trustee(s) shall have, hold, manage,
invest and reinvest the principal thereof, collect the income, and
shall quarterly pay the net income to or (or the benefit of the issne
of such deceased child of Robe rt, pe r stirpes, living at each time of
qUllrterly distribution; twenty (20) years following the death of the
Page 16 of 23 pages.
, -------
survivor of myself and my wife, the Trllstec(s) shall distribute all
DC the then assets in the Trust to tho then roclpients oC the Income,
In the proportions by which they arc then entitled to the Income.
(d) if at any time before (lnal distribution of the assets of
any of the Trusts established for Robert' D children or the Issue of
his deceased children, there are no living beneficiaries of said
Trust, that Trust shall terminate, and its auets shall b~ divided
into as many equal shares as there are then existent Trusts created
under paragraph (a) of this Item, and one such share shall be added
to each such then existent Trust; Provided, that II any of said Trusts
herein created has previously been terminated by distribution of all
ot its principal to its beneficiaries, said beneficiaries who received
distribution of the principal of that Trust shall collectively be con-
sidered an II existent Trust" for the purpose of this paragraph, and one
such equal share shall be distributed directly to such beneficiaries in
the same proportion by which they received the principal of the Trust,
or, if deceased, to their issue, per stirpes. II at the time of termina-
tion deacribed In this paragraph (cl), or II at any time before final
distribution of assets utlder this Item, there ia no then existent Trust
as herein defined and neither my wife nor any of Robert's issue ia living,
then all then assets of said Trust shall be distributed to Robert if he is
then l~"ing, or if he is not then living, to such persons, and In such
proportions, as would be entitled to receive Robert's Estate had he
then died intestate, a resident of New Jersey.
(e) Regardless of the foregoing provisions of this instrument,
II any Trust established in paragraph (a) oC this Item is In ex:istence
Page 17 of 23 pages.
"
!'F EM Xl:
-,..,."--
zo yoal's (ollowing the doalh o( tho survivor of Testator and his
paid wifo, oach such Tnlst shall tOl'lnlnale at tho end of said ZOth
yca I' [ollowing the death of tho said survivor, and all assets of
the Truot shall then be distributed to the then rociplcnt(s) of the
income of said Trust in tho proportion by whIch said recipient(s)
are then entitled to the Income.
I hereby direct that my farms (together with all
real and personal property found thereon) shall be sold by my Elcecutor(s) and
the proceeds therefrom be added to my Estate.
ITEM XU:
For purposes of this Will and any and all Codicils,
the words "child" and "children" shall include natural children and legally adopted
,
children. The word "issue" shall include natural childre.n and legal.ly adopted
children, and their natural and legally adopted children, allJ their natural and
legally adopted children. A legally adopted person and his natural children and
his legally adopted children shall have the same rights oC inheritance as a natural
child and his natural children and his legally adopted children. It is immaterial
whether' any such adoption is prior to or subsequeTlt to my death.
ITEM XIII:
---
No part or the income or princlpal of the property
held undel' the Trusts created hereunder shall be subject to attachment, levy or
seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy
of any beneficiary prior to his or her actual receipt thereof. My Trustee(s) shall
pay over the net income and the principal to the parties herein designated, as
,
their interest s may appear, without regard to any attempted anticlpation, pledging
or assignment by any beneficiary under any Trust crcated hereunder, and without
regard to any claim thereto or attempted levy, attachment, seizure or other
process agninst said beneficiary.
Pllfle 18 of 2.3 pages.
(lJ(penses, but no State or Federal Inheritance, Estate or other
death taxes, and no costs, expenses or chargos In connection
Y4lth the settlement of my Estate can be paid from tho aBsetu
of the Marital Trust.
(i) To vote any shares of stock which form a part of my
Estate or a Trust and to otherwise exercise all the powers incident
to the ownership of such stock.
(j) In thi!l discretion of my Executor(lIl) or Trustee(s), to
unite with other owners of similar property in carrying out any
pl.ns for the rear ganization of any corporation or company whose'
securities form a part of a Trust or my Estate.
(k) To assign to and hold in a Trust an undivided portion
of any aaset.
ITEM XV:
It ill my intention to conform to the provisions of
law for the allowance of the marital deduction under State and Federal Statutes.
I, therefore, direct that any provisionll of thiB Will notwithstanding, the powers
,
granted herein to my Executor(s) and Trustee(s) lIhall be construed in accordanc.e
with said intention and shall not be interpreted or exercised so as to disqualify the
Mal'ital Trust for marital deduction purposes.
IT EM XV!:..
Any person, other than Hedwig M. Hardy, who shall
have died at the same time as Testator, or in a (:ommon disaster with him, or
under sllch circumstances that it 18 difficult or impossible to determine who died
lirst, shall be deemed to have predeceased him. IC Testator and Hedwig M. Hardy
die at the same time or in a common disaster or \mder such cll'cumstances that
"
Page 2.1 of 2.3 pages.
.. u, ... ...... ,..~
It is diUicult" ar impossible to determine who died tirst, Testator shall be
deemed to have predeceased Hedwig M. Hardy. Any porson (other than
TOltatarl whO' shall have died at the same time as any then recipient at
incame or In a common disaster with such b>3neficiary, ar under such circum.,
stances that it is dilficult or impouible to' determine whO' died tirst, shall be
deemed to' have predeceased such beneticiary.
ITEM xvu, It at any time any minar child shall be entitled to'
receive any asuts hereunder, the Father at such minar and the SUMMIT AND
ELIZABETH TRUST COMPANY, Summit, New Jersey, ar the survivar, shall
act &II Guardian(s) at the anets payable to' luch child.. Said Guardlan(a) may
receive and administer all auets autharized by law and shall bave tull authority
to' ulIe suc~ allleh, both principal and income, In any manner said Guardian(s) shall
deem advisable lar the best interests allluch child, including callege, university,
paat-graduate ar other educatian, withaut securing caurt arder. Said GlI&rdian(s)
ahall have all the rights and privileges as to' the Guardianahip(s) and the auetrl
thereat aa are herein granted to' my Executar(s) and Truatee(a) as to' my Estate
and Truats and the a..eta therein.
ITEM XVml I hereby naminate, canstitute and appaint my
wife, HEDWIG M. HARDY, and the DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, or the survivor, to' be my Executar(sl.
In the event at the death, resignatian, relullal ar inability 0'1 my said wile to' act
as an Executbr or Trustee, th" DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Harrisburg, Pennsylvania, shall alone serve as Executar ar Trustee. My
Executar(III, Trustee(sl and Guardian(sl speciticnlly are relieved tram the duty
ar abUgatian at ClUnll any band ar othe r security.
Page ZZ ot Z3 pages.
.
o
I
w
I
iI,'
,
-,I
"
;";
jl
-;>
~
(.,'.. .
[__~~J ,~ - I ..!] 5',1('
Rf:'V.1500 ex t (6-00) " __OFFIC1.',.L,_U._"',ONLV.
COMMONWEALTH Of' PENNSYLVANIA REV -1500
DEPARTMENT Of' REVENUE
___~RR~~~~~.::Z~\2~~~ .__ IN~R~R~~;~~TE i;~~~;~1:~~~:::~~~:~7 9 '-='~N~~;,t. .m
,,- DECEDENT'SNAME lLAsr;'"iR'S\'ANO'Mi"DOLE'(N"lfiALi ,.. -----..---rCIAL SECURITY NUMBER . -...........
HARDY, WILLIAM B. 125-12-0301
DATE OF DEATH (MM.DD-YEAR) 'JDATE OFai'RTH IMM-:DD,' YEARI-- TtiIS-RETURN MUST BE FILED IN DUPLICATE
0~j07/19.!.O___ __10/.~/190~_...___._..._. WITH THE REal.STEROFWILLS __
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
.
DECE.
DENT
CHECK
APPRO.
PRIATE
BLOCKS
COR-
RE-
SPON
DENT
RECA-
PITULA.
TION
TAX
COMPU-
TATION
o PA15001
~ I.
4,
6
9
3 Remainder ReMn FIN A I.
~ (date of death prior to 127TJ.'m
o 5 Federal Estate Tax Return ReqUired
8, Total Number of Safe Dttposit 80XM
O 11 EI'l:IIOnlo1'~\ln<l.(Set,9'j:J(A)
(Alll.CnSctlOj
Original Return
Limited Estate
Oe::.cI,n,DloclinlaIO
(AttlchOQPyolWillf
litigation Proceeds Receil/ed
~ 2. Supplemental Return
4a, FU1ur.!nt".., Compromit'
(dllil'o' dulh Iller 12'.12.62)
7_ Otelld.nl M<<lntalnud a LIving fru'l
Altach I COPII 0' Tru.l)
10, ~Dou'al pov.rty Credit {del. 01 11"11111 bll!I"I",n
12.31.91Indl'1-95j
. -- -
THIS Sect'ION MUST aE COMPI.ETED ALL COAAESPCMJeNCl'i" CONFIOENTI"~ TAX INI'ORMATION SHOULD 81'1 DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
!.I-".!'..':.Y. W. RhoaQs, Esqui re P.O. Box 11-16
FIRM NAME (II Applicable) Harrisburg, PA 17108 -1146
Rhoads & Sinon LLP
TELEPHONE NUMBER
(717) 233-5731
1 Real Estate (Schedule A)
2. Stocks and Bonds ISchedule BI
3.
4
5.
,OFFICIAL USE ONLY
(1)
(21
Clouly Held Corporlllon, Partner.hlp or Soie .Proprletorshlp (3)
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank DeposllS & Miscellaneous Personal
Property ISchedule EI
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
~.......
(5)
2,065,772.12
(6)
7, Intet-Vivos Transfers & Miscellaneous
Non. Probate Property ISchedule G or L)
(7)
8. Total a,oss Ass.tl (total Lines 1.7)
9. Funeral Expenses & Administrative C,Jsts (Schedule H)(9)
10, Deb!. 0' Decadent, M0119<"ge Lillbitllles, & Liens (SchedUle I) (10)
11. Total Deductlonl (Iotal Lines g & 10)
12, Net Value of Estate (Line B rTtlnus Line 11)
13, Charitable and Governmental Bequests/See 9113 Trusts for whici, an elDction 10 tax
has not been made ISchedule JI
14, Net Value Subject to Tax (Une 12 m~nus Line 13)
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amoun! of Linll 14 tuabltlt Ih" ipOUSld tIK
rile, or trlnlt'rsvnder S.C. 9116 (IiK1.2) ______ 0.00)(,0 (15)
16 AmounloILln'll14t&~lItJl.&tlinlllllrate 0,00)(_0 ,06 (16)
17. Amount olUno 14 ta~;tQle &1 Slblongtatlt .________..__ O. 0 Ox .12 (17)
18 Amounlofl.in"4Iullbl'alr.olllt'rairat.~___~~_OSOI 772 .12)( 15 (10)
19 Tu Due (19)
20 0 [CHECK HERE IF YOU ARE REOl.IESTING" REFUN!) Of' AN OVERPAYMENT I
(8)
5,000.00
2,065,772.12
(11)
(12)
(13)
5,000.00
2,060,772.l.3
to,OOO.OO
(14)
2/050,772,12
0.00
0.00
307,615.82
307,615..82
>> BE SURE TO ANSWER ALL QUESTIONS ON PAaE 2 AND RECHECK Mil TH<<
NTF i!91~S
Copyrlghl2000 OrUlland/Nlllco lP. Forms SoftwlreOnly
.
PA REV.1S00 EX 16.001
D.ecedllD!.:~ C01l1Elete Add!:llss,_______.._____~.____
STREeT ADDRESS
_~l'03~'-oad~~.incn LLP
Page 2
_p..;..Jl..,,_~'?2'.....1)_~_____.__.
CITY
Hat'risbur;L,__ .
Tax Paymonts and Credits:
1 Ta. Due (page I Line 19)
2. Credits/Payments
A Spousal Poverty Credit
B Prior payrnents
C, Discount
PA
I ZIP
17108 -1146
----~--~-_.
I STATE
(11
30'), 61S. 8.0.
0.00
---
25,301.12
0.00
TOIaI Credits (A , B t C)
(21
25, 30~_~1~
3 InterelVPenalty If applicable
D, Interest
E. Penalty
0.00
0.00
TotallnteresVPenalty (0 , E)
4, If Line 2 is greater than Uno 1 + Line 3, enter the differonce, This is the OVERPAVMENT.
Check bo)C on Plge 1 Une 20 to request I refund
5, If Line 1 + Line 1 is greater than Line ,2, enter the differcncl,'l ThiS IS the TAX DUe,
A. Enter the interest on the lax due.
B Enter the 'otal of Line 5 , 5A, ThIS IS the BALANCE OUE.
Make Check Payable to flEalSTER OF WILLS, AGENT
131 0.00
(4)
(5) 282,314,70
15A) 0.00
(5B) 2B2,314.70
PLEASE ANSWER THE FOLLOWING QUESTIONS 13Y PLACING AN "X" IN THE APPROPRIATE BLOCKS
1
Did decedem make a U'ansfer and'
a. retain ttle USft or income althe property transferred;
b retain the right 10 designate who shall use the property transferred or Its income;
c, retain a reversionary interest; or
d, receive the promise for life of either payments, benefits or care?
2, If death occurred aHer December 12, 1902, did decedentlTansfer property within one year of death
without receIVing adequate consideration?
3. Old decedent own an "in trust f.lr" or payable upon death bank account or security at hiS or her death'l
4, Did decedent own an Individual Retirement Account, annuity, or other non - probate property which
contalf"ls a benefiCiary deSignation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined thiS return, includIng accompanying schedules and statements, and to the best 01 my
knowledge and belief, It IS true, correct and complete Declaration uf pre parer other than the personal representative Is based on Information of
~hi:h pre parer has any knowledqe. .
SIGN~ OF ,RSON RESPONSIBLE F~R FILING F1ETURN AlLrl.~sT ~rI<vH (c)I'i'~NY 0 ~ P11, /J/</. DATE I
~~ L., VVC~ v,~<. PIl.>:t~tNT ,..\1'<",1' OfFrcCR I rt/O(
_213 Mark,et Street Hanisbu>:.;u PA 17105 ____~___.
SIGNA URE OF PRI::PAR,'R OTHER THAN REPRESENTATIVE
9~(~t.-
'~. ~
8 8
o
o
AD RE S
~.~Ui-,,~__LLP, P.O. Box 1146 Harrisburg, PA
DATE
1/I1oJO I
I
1710B-1146
For alln 01 delln onor aller July 1, 1994 Ind bltlore JllnUllr'l I, 199'!., lhelu ral11 impOlecl on lhe nel Vllult olllanlllll' 10 or lor lhe UIlI 01 tht .urVI~lng 'POUIIIII 3'"
(72 P,S. I ;118 (1)(1.'I)(i)).
FOI dlllll 01 dlllln Mor .fler Jano.lary I, 1995, lhe la~ rale II imposed on the r1ll1 value 01 Iran.'ell toor lor lh" uti 01 Ihe Iu,vlvlng IPouul1 O'Wt(12 P.S. 19116(1)(1 IJ1dl)
The Italuto l1O.aJ...nQ.lullIUU a trllnlfer to A Iurvlving IPOUse Irom ta., And the 'llllulo'yrequiromenl, 101 dilclolure oluull And IllIng IIAllelurnlre 111111pp11CAtll. even II
lnelurvlvlng Ipounll lhll onlyb.nelicll'Y.
For clltU 01 dealh on or Iller July 1,2000:
n"I... r&lelmpoud on Ihe nel v.lueol lrlntlpr, Irom. decund Child twenly-oM year, ollge or younger It dlllln loor lOllhe u,e 01 I natulAI plrllnl, anldopllve plrent,
OI.ltlPPlrtntol lnlchild "0% (12P.S,19116(IX',211
Tne tu 'llelmpOlld on the nel VI lUll 01 lrlnller, 10 01 lor Hie 1.141 01 Ihe decedenl'llIneal nenelicl.rlllll, ,UI'lIo, ...cepl It notlld In 72.P.S.I 11118{1.2) (12 P,S,tIl118(IKllJ
The 'u 'I'e impollld on tho nil I vllueol lllnsler, to 01 lor lh. UIIt 01 Ihe dec.denl"liblingll, 12~ (12 P.S. 1911alIX1.3)). A liblmg I' dellned, undtr S.clronIlI02, II In Indlvidull
wI'10 1'111 .1Iu., one pltent,n common wllh the deCldenl. 'l/nolnll byblood or Idol' lion
o PA 15002
NTF 29756
COPYright 2000 Olellllnd/Nlllco LP. Form, Sol1wlr. Ontv
r.'tate ValuatIon
Date ot- DG.lth:
Valuation [).lta:
ProceulnQ t)ate:
10/11/1000
10111/1000
11/01/ :000
Sharee
or Par
Secul'lty
DescrIptIon
HIgh/ASk Low/Sid
tstate of: lIedy/WllH"" Hardy R..iduary Trust
Account: 1364/03
Report Typo: Date ot O.a".
Number ot Securl.tiu:\
rIle 10: hardy re.iduary tru.t
M.ln and/or DIY and Int SecurIty
Adju.tment. Accrual. Value
-'-
-' ..
11
1\10.6S1 ARK ros 10401116401
INTtR rIX INST
NASDAQ
10/11/2000
9.61000 Sid
9,610000
1\,09U4
21
1II6S, 93 ARK ros (040111661)
fA TXl1\tt INST
NASDAQ
10/11/2000
9.62000 SId
9,620000
, 149, 11j.11
31 10432,333 ARK ros 10401l16Bl1
BLUt aHlP INST
NASDAQ ,
10/11/2000
21.22000 SId
21.230000
,221/314,11
41
31690,645 ARK ros1040111S331
VI,L tQ'rY INSTL
NASDAQ
10/11/2000
13.15000 S\d
13.150000
495,631.9B
Total Value
Total Accru.l
Total S8S1/,13.44
SO.OO
SSSl, Sl3.44
5)
ARK Money/1arket Portfolio
32,044.80
rorAI.
$913,918.24
,I
Page 1
Thi. report weo produced with t.'tateVal, a i .oduct at taute Valuations, PrIcIng Sy.te.., Inc. It you have qu..t:on.,
pl...e contaot t:p Sy.t.... at IB1S1 313-6300. IR.vi.lon 6,3,21
;
RF.V.lr.,l E)(.(1.&1)
\
FILE NUMBER
2l_79-0124
SCHEDULE H
FUNERAl.. EXPENSES &
ADMINISTRATIVE COSTS
COMMClNWEAL TH OF PE.NNSV~.VANIA
IN~ERITANCE iA~ RElURN
ES1'ATE OF WILLIAN B. !ll\RDY
-
---
-
_.Debt' of de~~~~~orled on Schedule I.
ITEM
NUMBER
"
AMOUNT __
OESCRIPTION
--
FUNERAL EXPENSeS
None
B,
ADMINISTRATive COSTS:
Personal Representawe's Commissions
Nama 01 Personal Representative(s)
$oclal Security Numberls) I EIN Number 01 Personal Representative(s)
S~eel Addre..
CI'Y_ Slale _Zip
0,00
1,
Year(s) Commission Pald:._
5,000.00
2,
3,
AltOrney fee.
Family Exempuon: (If decadent'S address Is not the same as claimant's, atuch explanaUon)
Claimant
sne\ Address
CI'Y_
Relauonshlp 01 Claimant to Deced,nt
0.00
N/l'.
Stale _ZIP
-
4,
!'robale Fees
0,00
5,
AccountanU Fees
0,00
6.
Tax Return Preparer's Fees
None
-
TOT ilL Also enler on line g Reca Itulallon 5 00 9.c.9.9
(If more space Is needed, Insen addltlonalshe'ts 01 the same Size)
Oo.I"IMII'1 ,,,,I..m '0"."""1 CPsy.llm., Inc FOlm REV-1!1 1 EX I"" '.911
REV.1HJf;X+\HI1)
SCHEDULE J
BENEFICIARIES
COM~ONWEAL i"H OF flENNSYl VANIA
INHERITANCE! TAX FlETIIAN
ESTATE OF WILLIAM B. HARDY
FILE NUMBER
21-79-0124
NUMBER NAME AND ADDRESS Of' PERSON S RECEIVINa PROPERTY
I. TAXABLE DISTRIBUTIONS (Include ouright .pousal diOUlbulions)
RELA rlONSHIP TO DECEDENT
Do Not List Trultee(l)
AMOUNT OR SHARE
Of' ESTATE
1 See attaohed
Or.nieoes/neph.
2,050,772.12
L 01 T IB V
II. NON. TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADe
1
B,CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Williams Oollege
Williamstown, MA 01267
Cash in the sum of $10,000
'10,000,00
TOTAL OF PART II - ENTER TOTAL NON. TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SI1EET 10 , 000.00
(II more 'pace II n..~ed, Inlen addltionallheets of the same Ilze)
CCI,yrlghl (CI11191 tarm loflw.re only CPSylleml, Inc:. Fl'lrt'l'l REV-'S'3 EX (Atv, \ -97)
ESTATE OF WILLIAM B, HARDY
Number
L
2.
3.
4, '
5.
6.
7,
J694(/9,1
Fil~ Number 21-79-0\ 24
SCHEDULE J ~ BENEFICIARIES
Relationship Amounl or Share
Name and address of person(s) receiving property 10 Decedent of Estate
Issue of Charles Douglas Hardv. Jr.
Ann Douglas Hardy Great-niece One.eighth of
10 Routh 23 North residuary truSl
Franklin, NJ 07416
Jean Dickson Hardy Great.niece One.elghth of
41 Bayyiew Street residuary trust
Belfast. ME 0491 5
~harles David Hardy Oreat-nephew One.eighth of
R.R. 2. Box 2781. residuary trust
West Rutland. VT 05777
Jill Sanders Hardy Great.nlece One.eighth of
1305 Slxlh Streel NW residUary lrust
Albuquerque. NM 87102
Issue of Robert W. Hardv
Andrea Willets Hardy Kerin Oreal-niece One-sixth of
1387 Monkton Road residuary trust
Monklon. VT 05469
Donlla Renee Branl Oreal-niece One.sixth of
89 Highland Drive residuary trust
Huntington. VT 05462
Scott Douglas Hardy Great-nephew One. sixth of
3078 Hawkins Road residuary trust
Ferrlsburgh. VT 05456
ESTATE OF WILLIAM B, HARDY
File Number 21-79-0124
Calculation of Credit due to Overoavment of Tax on Marital Trust
Value of Marital Trust on 1/07/1980
590.199,00
,285 S2
168.513.62
Multiply x life estate factor of life tenant
Value of life estate
Multiply x spousal tax rate, 1/07/1980
x.06
Tax due on life estate
10,110.82
Tax paid on Marital Trust per Dept. of Rev,
Explanation of Changes dated 11125/1983
35.411.94
25,30 I.l2
CREDIT
'(I ) , ! ) I
8UREAU OF INDIVIDUAl. TAKES
INH[RJ1~Htt TA)( IHVlSJOH
nU11.1110f10l
I1ARRISI\UtUl, flA 1112'8,,0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.1
'*
IlY-j.41 U AF~ 111.111
WILLIAM
t u"A~o,~~R,~~!t~==:~j
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iS4? - iif- AFP -n FOG Y"iliif ici"-oi"YNHiiii f ANCE- TAX -il-ppiI'A"f siiiiii'f;- m:OWANCE - oil'- --.. -- - - - - - - - - ---
DISALLOWANCE OF DEDUC"IONS AND ASSESSMENT OF TAX
ESTATE OF HARDY WILLIAM B FILE NO. 21 '19-0124 ACN 102 DATE 04-16-2001
If an assesSMent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ill returns assessed to date.
ASSESSMEN" OF TAX:
16, AIJount of Una 14 at SpoulIi.l reh (IS) ,00 )( 00 ::
16, AltoUflt of Line 14 t.x&lblll ..t Un..l/Class A rate (16) .00 )( 06 =
17. A.ount of Line 14 .t Slbllng rot. 1171 ,00 X 00 =
18. AMount of Une 14 taxable at Caibi.rel/Cla5s l\ r.t. (16) 2 I 050 1 772.12 )( 15 :::
19, Principal Tax Due (llJ)::
IA~S.' -----.m:l'fI',.------. .....'...-1frlitllURT.-nr-.-- --.~---------_..----
DATE NUMBER INTEREST/PEN PAID I-I AHOUNT PAID
Tii-:or:r98if . , .Xii063396-----~----_.-.-0(f"u- ""2 5~3jT~OB---
01'17'2001 AA477896 .00 135,212,74
01-17-2001 AA477895 .00 1',7,101.96
NOTICE OF INHERITANCE lAX
ArrRAISEHENT. ALI.OWANCE OR DISAl.lOWANCL
DF DEDUCTIONS AND ASSESSHENT or TAX
HENRY W RHOADS ESQ
RHOADS II SINON
PO BOX 1146
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-16-2001
HARDY
01--07--1980
21 19-0124
CUM8ERLAND
102
TAK RETURN WAS: ( X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
...---
APPRAISED VALUE OF RETURN BASED ONI REMAINDER RETURN
1. H..l Est.t. (Sohedula Al
2. stocks and Bonds (Sohedule 8)
3. Closdy Held stock/Partner'ship Interest (Sohedula C)
4. Hart-gagas/Notas Reoeivable iSohadule Ol
S. C..h/Bank DeposJts/Hisc. P.r~onftl Property (Schedula El
b. Jointly O~n.d Property (Sch.dule FI
7. Transfers fSchedule GJ
8. Total ....tt:
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
17 )
.00
.00
.00
.00
2.065.772.12
.00
, DO.
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. FunarI! Expanses/AdM, COllh/tthc, Expanses (Schedule tU
10. Oabt$/Hodgage Liabilities/Liens (Schedula I I
II. Total Deductions
12. Hat Value ot Tax Return
13, CharHabla/Govarnlt8nt.l teClu.,h; Non-.leohd 9113 Trusts (Schedule .J)
14. N.t V.IlMl of EsiMte Subject to 1'0)(
5,000.00
(9)
(10).__
.00
1111
(12)
(13)
(141
NOTE:
TOTAL TAX CREDIT
----------
BALANCE OF TAX DUE
.._._...,....._..., u.,."~__,.h~...___
INTEREST AND PEN.
TOTAL DUE
. If PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF AODITIONAl INTEREST.
NOTE: To insure ~roper
or.dit to your aooount,
subMit the upper portian
of this forn with )lour
tll~' pay..nt.
2.065.772.12
5.""" 00
2.060,712.12
10,000.00
2,050.772.12
19 will
,00
,00
.00
307.615.82
301,615.82
307'625'18~
-----
9.96CR
,00
._~_._.-
9.96CR
B
I IF TOTAl. OUE IS LESS THAN $1, NO PAVHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" fCRI. YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l
RESERVATION, eatst.. 01 dMcldant. dYina on or befor. beo..a.r 1~, 1ge2 .. if any futur. lntera.t 1n th..,tat, il trlnlfarred
in Po....ilon or enjOYMent to Cl~.. B (ooll.taral> benefiolftrie. of the d'o~t aft.r the axpiration of any .Itate for
life or for yair', th. COilllilllomt.a1th hareby 'Mpr...iv "..orvI. the "'gilt to appral.o and'a..... trln'fer Inh.rlt."oe TaMo,
nt the lawful Cle.. 8 (colleteral) rat. on ,ny .uoh future lnt.roat.
PURPOSE Of
NOTICE I
To fulfill th41 requlr-..enh M Section 2140 of the InhClrJttllRoe and Estltte TaM .lot, ~ot 23 of loon, 02 P.S.
Section 9140 l.
PAyftENT,
O.hch the top portion of thts NoUo" and f1urn.lt with your paYMent to the Reghter of WIlli printed on the rflverle ,id..
nHek. oheok or .onay order ptl)'l!lblD tOI REGISTER OF' HILLS, ADENT
REfUND (Cf;!ll A r.fund of a tax credit, which was not requested on tho TI!lI< Ruturn, ./lY hfl requested by cOilllp!BtlnQ 8n "Applloation
for Refund of P,nnftylll8nll'l lnhltrltaflce and fstate Ta)(" (RlV-13Bl. App1)ctttlon!l are fwnllnbht at tha OHJce
of the Meghtar of WUh, any of th$ ?~ ~evenu& DIstl'lct Offltlu, or by oallJna the lip.olel 24-hour
enlilwerJng .ervJoll fol' forllli ordurlng: 1.'MO-362-2050J servJo~$ for tupBYllrs with speoial hfl8rlng end I or
IPGakJng naed91 1~60(Ht47-30l0 (n only),
O~JECT10NSI Any party In int.rut nct utlsfl.d with the apprnl"lII~nt, 11l1owanoe, or dlullowanoa of deduotions, or astest..nt
of ta)( 'Inoludlng dJ!'lcount Ot' Jnterast) 8fi shown on this Notioe .ust objevt wHhln lIhcb (60 I day. of receipt (If
thls Notice by!
--written protest to tho IlA Oopnrtlllent of RavQnuo, Roanl of Appools, Dept. 281021, Hdrrlsbllrl1, PA 17128-l0ll, OR
"election to have the IIfltter detor.lned ttt audit of the fItloount of the personal rllpresant\'ltJve, OR
o -appeal to the Orphnns' Court.
ADHIH-
ISTRUl\l[
CORRECTIONS I
fl'lOtual errors disoovered on this aSIIBUlIIent should be addressed in writing tOI PA DepnrtlRont of RevGnUll,
tureau of Indlvlduul 1.~Bs, ~TTHI POlit AsseSSMent RavJew Unit, Dept. 280601, HarrisburG, PA 17128-0601
Phone (717) 787-6'i0!l. S,e pAge fl (If tho hooklot "Instruotlonll for Inherltanco Tax ~eturn for ft Ruldent
Ueoedent" (REV~I!)Ol) fol' an (I)(plallfltlon of I'Id.inhtrl'ltlvltlY Clorr.otl'lble errors.
DISCOUNT:
If .ny tax dU61 h paid withIn thrllB (3) c<lI"lldltr lIIonths nfter the deoedent'lI def/th, 8 five peroent Ui%J dhoount of
thP tOI< paid ill allowed,
PENAlTVI
The 15% tal< aWlnuty non-~lIu.t1dpl1tlon IlitnOlty is cOl'4putod all the totnl of the tll)': flnd lntlirellt lUilUt..ed, and not
pnid befor" Janu8ry 18/ 1996, tho fjl'st dllY hHor tho end {If tho tI'Ix ftllllluty periOd. This 1l0n-pflrtioJpation
panftl tv Is ftppaalahlG In tho sa.o nnllor nnd In tllft thG ltltllle t illla plIf'lod Itf; YOU would appattl th. tax end Inter..t
thl!lt has btl~" ftlilUIHlll as Indll1Btod on till!; I\otIt:f:l,
INTEREST I
In\enlsl Is charged beglnnJng with fJI'Lt dRY IIf dOllnquoney, or nino (9) 'IOnths linn nile (1) dill/' fro. the date of
d8t'1th, to thlil dub of pa.,.l<ent, T81<85 which baealllO dulJnquent boforo January I, 1962 honr lnhirest at the rato of
six (6%) percent POI' IInl1U11 oalculated at lJ dally rate of ,000IM, All tflx85 which b(lclMle delinquent on find 8fter
January I, 11)82 will bear Interest at fI nlta which ..HI vary fro. oalllndnr yeAr to m,lendttr yoar wUh thftt rate
announced by tho PA neJ~flrt.ent of F!evej1ue, Tha Appllcablo Int.rest rfltllli f(lr II1Sr throullh lOOt aro!
Year Interest Rete Dellv Interest Factor Year In'erest Reltl [}nllv Interest factor
--
J98? 20% .000546 1992 91. .000147
1981 161. .0004~6 1993~1994 71. .000192
1984 11% .000301 1995~ 1998 't% ,000247
IlleS 13% ,000356 llJ99 7% .000192
1986 lOt. ,000274 lOOO 81. ,aoou'J
Nfl7 9% ,000247 2001 9% ,0007.47
1988~11)91 11% .000501
-~lnter..t it a.loulahld .. followSl
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotlClg hsued nHel' the tax heoolllus deUnquunt wlll rtlflect en lntorQst clllc:ul8tJon to fifteen (1!j) dflYs
beyond thfl dflte of tho assoss.e"t. If pay.ent is Ilede flHel- thv Interest co.putatlon Qat'" shown on tho
"OUOCl, addltluMI lnter'otit .ust he (lfllcul&ted,
) b )' 0'~ /
Ii ('9'~, I'~'~
BUREAU OF INDIVIDUAL TAKES
INUtJU1AHCE TIt)! DIVISION
DUll, i"ft0601
tiARJnSftURG. f1" Hlla'OMI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
- '" , /
ot(lV,*
UV.IW U UP lU,otl
HENRY W RHOADS ESQ
RHOADS & SINON
PO BOX 1146
HBG PA 17108,
DATE 05-14-2001
ESTATE OF HARDY WILLIAM B
DATE OF DEATH 01-07-1900
FILE NUHBER 21 79-01?4
COUNTY CUMBERLAND
ACN 102
[-~:~iunt~=~H.d -=~J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To in sur. propMr oredit tp your ~ccountJ submit tho upper portion of this forM with your tax paY~.nt.
CUT ALO~G THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: ii.cfj-EiC AFP-n 'FooT -- -- --...-- i iiiiERi'f ANt ie TAit -Sf AT EHifN"T - ifF - A'fe-oliiff - -."..- - -- - - --- -- - --- - - - - --
ESTATE OF HARDY WILLIAM B FILE NO.21 79--0124 ACN 102 DATE 05-14-2001
THIS STATEHENT IS PROVIDEO TO ADVISE Of THE CURRENT STATUs Of THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION Of ALL PAYHENTS, THE CURRENT BALANCE, AND, If APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-09-2001
PRINCIPAL TAX DUE, , 3q7,615.82
PAYMENTS (TAX CREDITS),
PAYMENT RECEl PT DISCOUNT (t) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
10-07-1980 XB063396 .00 25,311.08
01-17-2001 AA477896 ,00 135,212,74
01-17-2001 AA477895 .00 147,101.96
04--24-2001 REFUND ,00 9,96-
TOTAL TAX CREDIT
307,615,82
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
· If PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREOIT" (CRI,
'IOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS, I
TOTAL DUE
.00
,00
PAVMENTl
D.hioh the top portion of this Notio. end .ubmit with your pay.ent ud. pavebl. to the n.... Mil adrtr..'
print.d on the r.v.r.. lid..
If RESIDENT DECEDENT lake cheak ar IOIl8Y order paYlbie to I REGISTER OF W~I.LS, AGENT.
If NON~RESIDENT DECEDENT .ake check or lioneli' ordlllr payoble tal COHHONWEAlTH UF PENNSYlVANIA,
REfUND (CR)I A refund of a t81< cretlit, which was not requuted on tho Tax Return, IIIIIY be r.qu..ted Ity nlllllllflt In" tNl
"Application for Refund of Pennsylvania Inhflritance and Estate Tel<" IREV'.L\131. ",I,lltlllIUnnt..fO fly.tlt.hlll et
the Offiofl of the Rllghter of Willi, any of the Z3 Rev.noli Dhtriot OfflCle' nr frCJfll the II',lnf-t..nt', '~'I"",,'
ensloIGring .ervloe for forll ordoring: 1-800-36Z-Z050, servloes for tupn'f'erl. with .,Hud,,) 11*1I1&n. ,"wi I lit
speaking needsl 1-80D~447-30Z0 ClT only),
REPLY Tal
Questions rogartHng errors oontuined on this notice should ba andreuell tOI I'A IIfll,",-tl"/1' ~f Ne"",,ue, lhll"""
of Individul!ll Taxu, A1TH: Post AsUUlllent Rovlew Unit, Dept. Z80(,01, Ha,'rhhtJr-g, PA "11''''0601, flIHII"
(717) 787~6505.
DISCOUNT I
.If (lny ta); dUfl 11 fleid wJthln three (3) calendar Illonths after the dflcodent'. d~..th, .. five ""-fj"lt (&iO dlitr.nunt
of the tax paid Is allowed,
PENAL TYl
The 15% till< alllnelty non~pel.tloipf\t1on penalty h COMPuted on tho totel of th_ till< IIlul tn'er..t fiI...end, "'ld not
paid before Janusr)>' 18, 1996, the first day aftClr the end of tho t"1< IIMnesh' II." J 1111 ,
INTEREST I
1n1:8re9t is charged b~gJnning with first day of delJnquency, or nine (9) Illnnth. and one tl J d.~ frotll the dltt. of
death, to the d~te of paY1Ulnt. Taxe, whiCh bllcallo delinquent before Jenuary I, l"U h."' Interl.t lit the ,'.t. Ilf
olx (6iD peroent per annulll onlculahld lit n daUy rate of .000\64. All t8l<e,. which hea"lII~ thd Il1qunnt 011 Mltf 1ft."
Januery I, 1982 wUI blllr int""~8It at a rate which wHl ....ary frol onlender yur tn cllhmllftl' v.." with th.t ".....
ennounced by the PA Uepllrtllent of Revenue. Tho IIppUcabJe Interut rahllfor 19fti' through POOl .'".1
Vear 1rl'l:er.9t Rate Dally IntereSlt Factor Vel'lr Interest Rate I)nlh Inllr..' '-"(J'III
1982 ZOY. .000548 1992 9%' ,OOOlH
1983 16%' ,000438 1993-1994 7% ,0OnJlII
1984 11% .000301 1'195-1998 9% ,0002~ ,
1985 15% .OO0!56 1999 7'/. .0001'"
1986 IO'/. ,000274 2000 8% ,DOOVllI
1981 9% .000Z47 2001 'IX ,000/\/
1988~1991 11i: ,00031.11
-'Interest is ollloulat.d ~s folloWSI
INTEREST. BALANCE OF TAX IINPUD X NIINBER or DAYS DEUN"~BNT K DAILY INf"'Sf fACfOR
--Any Notice hsued flfter the tft~ bUOOllllIS 1l1111nqu8nt will l.fllOl .." Illhlul o4h,uhtlllll tn "'''"f! lllil ".v'
beyond the data of the aSluulsllellL If "avlllcml III .,,11.. I\fltu tho Inht!-'l' 11,...,ut.lllHl Ill"" .IUlWt' QO till
NOtlOIl, addltJonal InhU'ost .tI&t be onlculnhuL