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Home My WebLink About80-00460 ~ ... 460 21-80 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY \ In the Estate of L. Blair Paule" , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petitioner(lllls (8r1a~the execut or named In the Last Will and Testament of L. Blair Paules dated August 9, 1978 Decedent was a citizen of the United States and a resident of Silver Springs Township Township (~li~l\~ Cumberland County, Commonwealth of Pennsylvania. Decedent died on Wednesday the 25th day of June A.D. 19~, In the County of Dauphin ,State of PA at the age of ~ years. DecedentlflOO((has not) been married and l1l'8s)lhas not) had children born to him ~ since the ex. ecution of the above described Will. Decedent was possessed of personal property to the value of 400,000 and of real estate to the value of N/ A as near as can be ascertained; said real estate situated 65 follows N/ A Therefore, your petitioner(s) respectfully apply(les) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated July 2, 1980 Dauphin Deposit Bank and Trust Company Executor Name and address of the. Estate of L. Blair Paules of Petitloner(s) ,I,?, ~ -7{ ~;; b By: ( ,f/rj " - ' . Assistant'Trus~ Officer 11) Market Street Jlli~sburg. Pennsylvania 17101 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j 55 Brenton M. Hake, Assistant Trust Officer of Dauphin Deposit Bank and Trust Company named in above application, being duly sworn according to law say(s) that the statements set forth in this petition are true to the best of hi" knowledge and belief. ---1lJ;Or:!}_ and subscribed before me, _July 2 19 80 //-7 .. /) ~ . ) ~~:I-j,.dd-~J=.-t,.!,,~/' ~L~ ( rl eglster I i)W:L=/1 ' ~/i/o -r'-: Brenton M. Hake t,{)ql; Filed: July 11, 1980 Attorney: \iilliam H. Hood ~ ...--"-_...__.._-_.._---.---,-_...~-----_._-----~-------.--.-..-- ,. ~ !, , . . .. LAST WILL AND TESTAMENT OF L. BLAIR PAULES I, L, BLAIR PAULES, of Mechanicsburg, (R.D.l) Curnber- land county, Pennsylvania, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any Wills by me at anytime heretofore made. ITEM I. I order and direct that all my just debts and funeral expenses be paid by my Executor hereinafter named as soon as may conveniently be done after my decease. ITEM II. If my wife, JEAN WOLFE PAULES, is living thirty (30) days after my death, I give and bequeath to her all of my household goods, furniture, furnishings, personal effects, jewelry and other tangible property, including any automobile or automobiles I may own, together with the policies of insurance carried thereon, but excluding all tangible personal property comprising the equipment used in or in connection with the office and the shop which I maintain at my residence. day period, I give and bequeath all such property which would otherwise have passed to my wife, to my daughters, BETTY LOUISE PAULES and JANET PAULES WILLISS, share and share alike, and if If my wife is not living at the end of such thirty (30) only one of them is surviving, I give and bequeath all of said property to the survivor. me, I give, devise and bequeath to my Trustee hereinafter named, ITEM III. If my wife, JEAN WOLFE PAULES, shall survive that fractional share of my residuary estate which is the minimum ~,eWL /.P (J~ (SEAL) Witnesses: ~/ I ,'~ (, . , (ltl ! 1Jl.."'" l\ J , h.li. 'a,,~ I ffj ((\ , ~ .' 1 - (J (.. ~ (.,) ^ LtA.;\A'-A..-- .' . " ,. .. .. .' necessary to secure the lesser of (a) the maximum marital de- duction allowable for Federal Estate Tax purposes and (b) the minimum marital deduction which, after taking into account the unified credit available to my estate for Federal Estate Tax purposes, will result in no Federal Estate Tax. My Executor shall have full power and the sole discretion to satisfy this Trust wholly or partly in cash or kind and to select the assets which shall constitute this Trust, Provided, however, that all property so selected shall be valued at the value thereof as finally determined for Federal Estate Tax purposes, provided, further, that my Executor, in order to implement this Trust, shall distribute to my Trustee assets, including cash, having an aggre- gate fair market value at the date or dates of distribution amounting to no less than the amount of this Trust as finally de- termined for Federal Estate Tax purposes; and Provided, further, that there shall not be included in this Trust any asset or the proceeds of any asset (a) which does not qualify for the marital deduction for Federal Estate Tax purposes, or (b) with respect to which any tax credit or deduction shall be available because it shall be subject to both Federal Estate and Income Tax (except to the extent that assets of my estate other than those herein described are not sufficient, in which event assets or the proceeds of assets which do not qualify for such marital deduction shall be the last to be used to satisfy this Trust). The exercise of the foregoing power and discretion by my Executor shall not be subject to question by or on behalf of any beneficiary under this Will, regardless of its effect upon the interest of such beneficiary, My Trustee shall hold, manage, invest and reinvest this ~(jJ~ (SEAL) witnesses: -i6.~ W. €~ 2t ( , . . 6. ~~~1 ".~{.t" 14.1. )_L(~ftAAA -2- ~13 f:l Eo< z .E:.l ~ 1Il r>l Eo< Cl ~ ~ 3 ..:l ~ ..:l H :;: 1Il r>:l ..:l ~ p., ..:l Eo< 1Il ~ ..:l ~~J~~l~ !ifJ~t:1~~~ ~li'<"""'" tStftfP~':i:~ ~~;;E~~f~:ri'f ;", .. .~'~,.: ~ i~:,{~k~r.'~' ..:....;r..':H'......''.>..,.....~'.1 p;, "..n\ W.JIlIl...I,l'.~~!r:~:';;rl>t~ '\\ .J <( :t <( 0: o. Z ~ ~ <(. - ((\ z ~ ~ ~ 0 "_1&1 W '"' fII ~ g -I :J - ~ ~ .J 3 S'; I- o <(!( In It : l ..J . ~ < 000 Ul .J 0 N 0: it .~ ~ ~ .N ll: W I&. W W :.:: , < . .. . ''',I: . E . . . J 'L .' {. OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA 1 ss: COUNTY OF CUMBERLAND r r:.'; This ................................q.iA..................................... day of ..............:...~~~.r.........:'............................. A. D.. 19...fiQ.. before me ......JI.I)....y...~.,...!.€\!'!),!L.......................................................................;,......... Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania. personally came ....~?!))X.Y.l}..!'!.'....f.~~.~~~,..~.mUi.':~.9.~..!'!.,.. P!!'!'l}~l}. ....... ............. ............ ......... ........... ............................... 4................................................................................................................................................................................................. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of .....~:....~.l?~E.:~.'!-.~l!::!................................................................................................ Dated .....~.~.~.~~~..~.!...l??~..:.....,.... late of .......Sil.v.t;!:.,Spxings..T'O.\'ffishiil..............................................................,... Cwnberland County, Pa.. deceased who being duly ......llliRXJl................................. according to law, depose and say. that .....J;.!:\~.Y..................................,.. present. and saw and heard the testa.J;RX.............................. ........".,...!!.:)..<!hL.f.'!!!;t,~.L..............................................,.... sign, seal. publish. pronounce and declare the said instrument of writing as and for h.J~........... Testament and Last Will, and at the time of so doing .....l!!:......................................................... was of sounu and disposing mind. memory and understanding. to the best of ........~):1.\'.t.E............................................ knowledge, observation and belief. .......~::~.:.~.................................... and subscribed before ......K..ttfa~~/#:...5f!F.::;:~!..........................,..... jjl' J1 ' , "I .. ..~,,~~~..)r-...... ...:.k\-.1:~~~'................................. Grace W. Durnin //}; . yJ ~121flrd.:;;t'L~ ",ma. ...................................................................................u........ AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA 1 f 5S: COUNTY OF CUMBERLAND I ..............!?~.~P.~.~~..P.~p.~.~~.!:...~~~~...!...'!;~.~~...~.~.~...:::~~.~~.!:9.~..~.~....~.~~.~.~...~~.~~...~g.........., being duly .................~.~:.~.................... says that as nearly as can be ascertained the said decedent ........l-.,...!U!l.tL..,............. ................................................................................................................................................................................... Paules died on .Rt;dnl:s.QR,y................ the .............?:1);))................. day of .....:!.~.~.~...................................................... A. D 19 80 .. '. ......... at or about ...........~.:}Q.....................,....... o'clock, .~: M. ........~~~.:.~....................................... and subscribed this ........f.!).g.............................,.......... day of ..~.~ly...,.......... 19...~~9. before ;1 /i;7 ~7~/' / ....... ......1.t11-:::..L~..'..7~:.I..I.:.:;;;!:::::.... .........I~u.d:~;=2l..~!:i..4~......... I Brenton N. !lake Register. r:;..q . - ". OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENN5YLVANIA~ 55: COUNTY OF CUMBERLAND Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came ...Jlx.~.l\!;9.!l..I:k.ll(!!s~.,...I:\!'.P';i.R.t".n!:...:1.'.~.I,l.~J...Q.e.u.~.~.r...9..LO.;\IlRbJ.\\..l1l':lll).~it Bank and Trust Company who. being duly ...~WQ.r.u................. do ...~!L.. depose and say that as ........ElIl':J:.V.t.UL................:.............................. of the last Will and Testament of .........L...Jl.lair.J?aules............................................................................. deceased ..............\'.,..,......~..:....:....... w~l~ well and truly administe~ the good~ and chattels. rights an9 credits of said deceased according to law. And also will diligentl)' comply with the provisions of the law relating to Transfer Inheritances. ......p.WP.XIl,............... and subscribed ..............~.':'.~L~..................................... A. D.. 19..~g... ;;;1!(d"'l_e_~<c~___m /I .........W~..7L...Li.L............., before me. Brenton H. Hake ............................................................................................ ..0 oi CD' " 0\ ~ " ... u " Q I.L l'1 0 CD u], :tl: [11: 0 0 ..J ~i -'" Cf) \D ..J 1:Io! 8 .-I: ~ qo ~ .-I! I ..:1 ~ " 0 - 1-1' U, :>.! CD ~ :3: I E-<: .-I' [111 ::I: ..Q .-I Ill! .S ~l N 00 .1 "tl N: I "I " 0 "tl .-I, - ~ N Z 8 Ill: il ~ :tl:' '" " "tl ~ ~ "tl b() ..!l ~ c: '" ~ '" "'- DECREE Be it remembered that on the .........~.~.~~........ day of ........................o?:~.~X.......................... A. D.. 19..~~... there was probated and recorded the last Will and Testament 0 f L. Blair Paules ............................................................................................, late of ...........~.~.~~~.7....~p.~.~~~...':I:'.~~.~.y)......................... Cumberland County. Pennsylvania. Deceased. Letters .........................~~,I!~.~~.~~.~F.y........., were granted to .. .............~.~.~~~~.~...~.~!?~~.~.~...~~~~...~..~.~~.~~...~,~.:.. Witness my hand and official seal the day and year aforesaid. I .' ~. , .I /',', Y--- I :- .J., / t,/, . ,................... ....!.f~:~:.~-;.>;I...........,.......,9:1{.d.':.r:.~. . ,/ ,/ Register. , '. r t~').() .,... # . .. ':~~ '--JJ-e. cL t./ - .;;l . 8 f j/ AFFIDAVIT OF FIDUCIARY (Instructions on Reverse Side) I/-f.f'- L/ ).5"5L{. ."t\ "l,~ ~.l~' ~:'lj\ \:,r~eJ:':~'~.i.JI 1'1,/'/';,;,;\ f:'f',)I'W' , 'rl),,,,,,~...,..H:.. ~""..".~'?'!:1.~t. II -.u '.'.t..' . .,.. .- '-_.--===':~:'~ I' nEV.44!) ll.~et COMMONWEAL TH OF PENNSYLVANIA OEPAHTMENT OF REVENUE TRANSFER IIIHERITANCE TAX RESIDENT DECEDENT Estate of L. Blair Paules Dole of Death .June ~....J..2.ll.Q 163-16-8817 Lost Address -Zll.Ll\;I.!1g.uUl....RO.lIo Sociol Security No. Hechani~s1uxg, PA ICITYJ (STATE) 170<;<; (ZIP) Bureou file No. _--'-- County File No. ._ 21-80-460 1. Decedent di ed: ( ) Intestate (without 0 will) ( x) Testate (leaving a lost 'IIill--copy attnched) 2, Is the filing of a Federal Estate Tax Return required for this estate? Yes_L ~Io 3. (X ) Executor~K ( ) Administrator/Administratrix Name DRllphin np-pnsi t R:mk Rnn '1'rIlAt' r.nmp:my Address 213 Narket Street / .' ~ ., ~, ,/ :J) 'f!J Harrisbure. Pennsy1v~ni~ 17101 (CITY) (STATEl {ZIPI 4. All correspondence should be moiled to ( ) Attorney (X ) Fiduciary. 5, If on attorney is representing the estate, indicate: Nome William H. Wood Address 210 Walnut StreeJ;. Box 1226 Harrisburg, Pennsylvania 17101 (CITY) (STATE) (Z.IP) List all safe deposit boxes registered in the decedent's individual name"or iointly with, or os on agent or deputy of another, or in decedent's individual name with right of access by anot er as cgent or deputy. In dude the nome and address of the bank or other institution where the safe deposit box is located, the nome (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BAHK DR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX - - ---=----'" ;--- NAME OR I~AMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOIHT HOLDERS TO DECEDENT Dauphin Deoosit Bank and Trust Como~D1- ___~_______..,____ __.Je..11L\}., .J\.i.ll'lc's.... ._ ....J~:i..fJL_____........- augh~r:t.,.. Mechanicsbur Penns lvania 170 5 Under penalties of perjury, I declare that I hove exomined this raturn, including accompanying schedules and statements, and to the best of my knowledge and belief it is Irue, conect and complete. Dauphin Deposit Bank and Trust Company, Executor of the Estate of L. B ai Paules a'l? '-' . 1. /I;IP By': ~ ~. . . .(/ ~(' '11 ,N rust SIGNATURE OF FIDUCIARY Officer , , REV.451 (l.ao) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "B" PERSONAL PHOPERTV '* (Instructions on Reverse Sidn) Estate of L. Blair Paules -"""-'"~-=~,~~~_........-.---..;=- -.........-."......,.'-- ITEM NO. DESCRIPTION UNIT VALUE ESTlMA TED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL vi CASH AND CASH IT EllS : Claim payment from Pennsylvania Blue Shield - 65-Special Benefits Claim payment from Pennsylvania Blue Shield - Medicare Benefits Claim payment from National Home LHe Assurance Company Death Benefits from Travelers Insurance Policy, Policy # 80525m,202 Claim payment from Travelers Premium Refund Polic Death Benefits from Aetna Life and Casualty Polic Policy II N2424243 SECURITIES: 8,000. Shares AMP Incorporated j1,S1,J$' $ 30.00 1,040.00 476.00 20,000.00 892.14 9,000.00 QOO,504.00 jO-O, So 0, Mortgage of Great American Realty Incorporated on real estate situated, R. D. #1 Box 406 Ridge Hill Road, Mechanicsburg, Pennsylvania, more fully des cribed in Mortgage dated July 5, 1978. Recorded in the Recorder of Deeds for Cumberland County, Mortgage Book 645, Page 5, 74,961.00 Accrued Interest 6.561.69 MISCELLANEOUS: lY73 Dodge Van - Appraised Value 1966 Cadillac Sedan - Appraised Value Trailer - Appraised Value Tools - Sales Value 850.00, 100.OC 150.00 1,1134.08 TOTAL THIS PAGE ~4l5,998.9l 'fISj<J1'{-.?1 -P~ iU:V.'\!i4 EX't (3-ao) COMMONWEALTH OF PENNSYLVANIA DF.I'AHTMENT OF RE\/;:NUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY (tnstruetions on Raverse Sidel Estate of L. Blair Paules ;-1 ~::~. Household effects Appraised Value DEseRI PTION and furnishings - $ 4,781.00 The foll\wing assets registered in the name of L. Blair Paules or Jean W. Paules: Harris Savings Association, Savings Account $ 925.66 Accrued Interest 24.87 Harris Savings Association Savings Certificate 10,570.79 Accrued Interest 391. 95 Harris Savings Association Savings Certificate 10,070.79 Accrued Interest 393.57 Harris Savings Association Savings Certificate 5,808.12 Accrued Interest 222.96 Harris Savings Association Savings Certificate 5,265.68 Accrued Interest 208,79 Harris Savings Association Savings Certificate 2,089.02 Accrued Interest 82.83 Carlisle Building Savings Account Accrued Interest Carlisle Building Savings Accoun t Accrued Interest and Loan Association 5,365.79 192,1,6 and Loan Association 6,051.16 224.66 Cumberland Valley Savings and Savings Account Accrued Interest Cumberland Valley Savings and Savings Accoun t Accrued Interest Loan Association 1,068.04 29.27 Loan Association 5,000.00 187.80 I TOTAL $ 58,955.2] TOTAL MARKET VALUE Pe R C }, T VALUE OF DECEDENT'S INTEREST TOTAL THIS PAGE DEPARTMENT VALUATION (Officio' Use Dnlvl RtV~"84 EX+ .&0801 INHERlTANCE TAX SUMMARY SHEET (BUREAU USE ONLYl 11] Original o Supplemental o Remainder File Number 21-80-0460 Estate Name L, Blair Paules Date of Death June 25, 1980 Social Security Number 163-16-8817 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritonce Tax Appraiser in ond for the County of Cumberland Pennsylvania, do respectfully report that I bave appraised the real and porsanal property as reported In the foregoing return at the values set forth apposite each Item In the last column to the right in Schedules "A", "B", "C", and "E" Dated: April 30, 1981 /.I/r, ,',. I.'//r.,~ ,j 'i ,/.. INHERITANCE TAX APPRAISER i "~J INVENTORY VALue AS APPRAISED CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Re.1 Property (Schedule A) Pe"on.1 Property (Schedul. B) Jolnt.Hold Property (Schedule E) Trantfers (Schedule C) $ None 00+ 415,994 91 10+ None 2'H 215 000 00 30+ 630 .,.994 91 40- 92+ TOTAL GROSS ASSETS Leu D.bts and Deductions (SCHEOULE F) CLEAR VALUE OF ESTATE o Life Estote o Annuity 93. RATE FACTOR PRINCIPLE VALUE CODE FOR LISE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ $ $ $ S 6% Tax on $ Tax on $ 15% Tox on $ Tax on $ fxemptlons Total E:r;tate TOTAt. TAX INTEREST FROM BALANCE TO s s s Less Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT S + S $ = $ + c BALANCE TO s . -. --- - ......--. ~-_._._---_. --.-- --. . I APPL.lC,'.I".l~l r O.~ lIAI.'i r ,....1_:: l,,<Li.\. I tl FROM PEtlN5YLV^'~II, TRAllSFElIlNHERITAlICE TAX (Act of Mo)' 28, 1956, P.L. 1757, \l"d Act 01 JUlie lS, 1961, P.L. 373, (IS 11l11cnded) ~- - - - -....- . . --~ - ~ - 1. Buroau ~ilo ::._._v..:{I.::_gt2-::_?!t!-cJ-<~--_._----- 2. Doto of Doath_.Jun~.25.,1~8.o .. .-.--.-------- 3. Doto of Approval _!!d?&LL_::?~ffl .- . --.- 4. No",o of Docedont {: nlaiT Pnu.1au ./ . COI;'(\10NWf. :.L ,., I nF Pt:-;:-ISVl.VArlIA (1r.l'~\lri r.t!:.!",! ur IlEVEil~JE'. IlUIU:^U Ci' t-'IELO OPl.:RATlONS Application is hereby filed for the Ilpprovol :.,f ~ln c:<crr.ption fron' F1c.:nn::.yl....onio Transfer lnh;;ritcncc Tox on Ihl' trun~der of the property d~scribr.od below: 5. Tho Commonweolth's approi,od voluo of the property for which on oxemption is claimed is S 1,000,00 (Nato: Whoro tho property is othor than 0 spocified amount of cosh, tho exemption cannot be approved until tho value of tho proporty has bean ostoblished by appraisal by the Commonwoolth, excopt in those casas whor& the amount of the gift or beque,t r&present, 0 stot&d fractional or porcentoge portion of the entire ostoto or tho entiro rosiduo. In those cosos ontor such fractional or porcentog' amount above). ENTERED APR 1 0 19M /,: 7' 6. Check the manner in which the transfer was effected and submit Cl copy of the document outhori'l.ing the transfer, unless such material has been previously filed. WILL ;go DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (I father, oxplain) 7. Correct Business Home and Address of Charitable Orgonization receiving property: NAME Tdnitv United Matbodist CbUTCh ADDRESS Newldnitston. l'cun..'l)'lvani3 o See listing on reverse side for additional charitable organizations covered. B. I certify that tho information contained herein is, to the best of my knowledge and belief, true and corr'll't. Dl1uphin Deposit i>;::Ut a:icl TTUst COClp:m:l, ExecutOT OI the L. Blair Paules () ~ II / Signotur, of Applicant f5y: j 5U~7>...- 'A cH':( /u , I ...I~!IJ (~ Addre.. of Applicant 213 MaTket StTeat, llarrisbuTg, Pennsy1vani:1 17105 Estate of This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non-resident decedent's estate. If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver allthreo copies to the Direr.tor, Buroau of Field Operations, Penna. Department of Revenue. P.O. Box 2970, Harrisburg, Pa.17105. Official Title Trullt OfficeT Data APPROVED: i~ _ . f.4,,~' .~) , f. Signc ro of Reg' ter of Wills) fi-.U(J1/;-tf.-~ d. (County) ~J... .;( Jdt:/ r!-I-' . (Dote of Approval) 00 not write below this line. For Official Usa Only For the Soc.etory of Revonue REFERRED to Bureau Headquarters Approvod 0 For Secretary of Revenue Denied' 0 (Initials of Rogister of Wills) (Autharizod Signaturo) (County) (Title) --..-_._----_.-~._- (Dot. of Action) .. Soa reverse side for reasons (Data of Referral) MUST DE FtLED IN TRIPLICATE i,'.- " I;' , .:' \~) 60,', LAST lULL lIND TESTlIHENT OF L. BLAIR PlIULES I, L. BLAIR PAULES, of Hechanicsburg, (R.D.l) Cumber- land County, Pennsylvania, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any Wills by me at anytime heretofore made. ": 'ITEM I, I order.and direct that all 'my just debts and funeral expenses be paid by my Executor hereinafter named a~ soon as may conveniently be 'done after my decease; ," ITEM II. If my wife,' JEAN WOLFE PAULE~, is livi~g thirty (30) days after.my death, I, give and bequeath to her all of my household goodS, furniture, furnishings, personal effects, jewelry and other tw,gible property, including any automobile or automobiles I may own, t~gether with 'the policies of insurance .' . carried thereon, but excluding all tangible personal property " comprising the equipment used in or in connection with the office and the shop which I maintain at my residence. . If my wife 'is not living at the end of such thirty (30) , ' day period,' I give and bequeath all such 'property "Ihich \.rould . otherwise have passed to my wife,' ,to my daughters" BETTY LOUISE PAULES and JANET PAULES WILLISS, share arid share alike, and if only' one of them is surviving, I give and bequeath all of said property to the survivor, ITEM III. If my wife, JEAN WOLFE PAULES, shall survive me, I give, devise an.d bequeath to my Trustee hereinafter named, that fractional share of my residuary estate which is the minimum Witnesses: / r~ ".". /"""1 /'> ,,{. /0-f:~''--<'N (..if.. - , ()" I (SEAL) sf- :/. _.. / /~ 'ta-f:.kh..uy! !t.y:t:f~_..-". k <I /:./~."..<,,,c...?~ (fJ. ItDUA...._...- necessary to secure the lesser of (a) the maximum marital de- duction allowable for Federal Estate Tax purposes and (b) the minimum marital deduction which, after taking into account the unified credit available to my estate for Federal Estate Tax purposes, will result in no Federal Estate Tax. My Executor shall have full power and the sole discretion to satisfy this '. Trust wholly or partly in cash or kind and to select the assets I. , ,.... -. which shall constitute this Trust, 'Provided, however, that all property so selected shall be valued at the value thereof as finally determined for Federal Estate Tax purposes, Provided, further, that my Executor, in order to implement this Trust, shall distribute to my Trustee assets, including cash, having an ~ggre- gate fair market,value at the date or dates of distribution amounti~g to no less than the amount of this Trust as finally de- termined for Federal Estate Tax purposes; and Provided, further, 1."\' " that there shall not be included in this Trust any asset or the proceeds of any asset (a) which does not qualify for the marital deduction for Federal Estate Tax purposes, or (b) with respect to which 'any tax credit or deduction shall be available because it shall be subject to both Federal Estate and Income Tax (except- to the 'exterit that assets of my estate other than those herein described are not sufficient, in which event assets or'the proceeds of assets which do not qualify for such marital deduction shall be the last to be used to satisfy this Trust), The exercise of the foregoing power and discretion by my Executor shall not be subject to question by or on behalf of any beneficiary under this lViII, regardless of its effect upon the interest of such beneficiary, My Trustee shall hold, manage, invest and reinvest this .Witnesses: II gztL.", '-r> 16. J;j,,-~) I, / j~~ ,j.e; ,l).L.p~d._ /' ...,'.. /5/ /I ,/'-::1-1'", / t , g p.o. share in Trust, collect the income therefrom and dispose of the principal and net income therefrom as follows: (1) Commencing at the date of my death and during the lifetime of my wife, JEAN \'IOLFE PAULES: (a) All of the net income from this Trust shall be paid to her in convenient installments, no less frequently than quarterly. '(b) My Trustee may pay to or apply directly for her benefit so much of the principal of this Trust' - .. as'it may, in its sole discretion, co~sider necessary to support and maintain her in 'substantially the same 'standard of livi~g as she enjoyed at the time of my death,' which 'standard of 'living shall be deemed to cover some of the luxUries of life, including a reasonable amount of recreation and travel. (c) My wife, JEfu~ WOLFE PAULES, shall have the right to withdrulv from the principal of this Tru5t such amount, up to a total of Five Thousand ($5,000.00) Dollars during each 'calendar year, as she may request of the Tr.ustee in writing. (2) Upon the death 'of my wife, JEAN WOLFE PAULES, my Trustee shall pay over the then remaining principal of this Trust, . together with all income undistributed at the date of her death: (a) To such person or persons, including her estate, in such proportions, in such manner and for such estates as my said wife shall appoint by Will or Deed, expressly referring to the 'power of appointment given , Witnesses: I' . -t.. . --1-, I, _, '. / -: I. ' I.~/ ! r... (~.....{.. --:1-7, ",t:.<../, v, c!--6,_....- ....J It :I . ' IY./!t.^,_-::,,) .I..{J. #.<..0,.-"" i . -' . . ' / / ~ ,..? , "j,' '.) 4 _, /.. /l.2t-<;.:-.:.~ ,..1':'-<"1../''-1_ I (SEAL) hereby, my intention being that such general pOI"er may be exercised by my said wife alone and in all events; or (b) In default of such appointment, my Trustee shall pay over both the principal and any unc1istri- buted income of this Trust to DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Dauphin County, Pennsylvania, Trustee under a Revocable Trust Agree- ment which I and my wife, JEAN WOLFE PAULES, entered into with it under date of July 31, 197B, to be held and administered by said Trustee in accordance with the terms' and conditions of that Agreement, Provided, however, that such portion of the federal Estate Tax, including penalties and interest thereon, as may be imposed on my said wife's estate by reason of the inclusion of this Trust in her gross estate subject to Federal Tax, shall first be paid out of the i1ssets of this Trust. (c) If my wife, JEAt1 IWLFE PAULES, shall not survive me, this ITEM III of my Last Will and Testa- . ment shall not become effective. ITEM IV. I hereby give and bequeath the amount of One Thousand ($1,000.00) Dollars to the TRINITY UNITED METHODIST CHURCH of New Kingstown, cumberland county, Pennsylvania. . ITEM V. I hereby give and bequeath the amount of Three Thousand ($3,000.00) Dollars to my daughter, JANET PAULES WILLISS, if she is living at the ti.me of my death. witnesses: / /J -rr-Jr :r. 7!.... /s '\~,'IL.( '-~"-f't ~tD' ..:......J..L.{..~l..~r.~t ,." ~. I ;,,) /.Jh,,~,,-).LV. JOL.UI h.;-.-<' y" ..'J /'>.j:" , /J:;J,.. " .. J) It . /e,' /~ .Fe (SEAL) ITEM VI. I hereby give and bequeath the amount of Three Thousund ($3,000.00) Dollars to my daughter, BETTY LOUISE PAULES, if she is living at the time of my death. ITEM VII. I hereby give and bequeath the amount of Five Hundred ($500.00) Dollars to PEARL BARRICK, of R. D. 4, Mechanicsburg, Pennsylvania, if she is living at the time of my death. ITEM VIII. I give, devise and bequeath all the rest, residue and remainder of my estate, of \vhatsoever nature and. wheresoever situate, to DAUPHIN DEPOSIT BANK AND TRUST COI1PANY of Harrisburg, Dauphin County, Pennsylvania, Trustee under a Revocable Trust Agreement which I and my wife, JEAN WOLFE PAULES, entered into with it under date of July 31, 197B, the assets passing hereunder to be held and administered by said Trustee, in Trust, in accordance with the terms and conditions of that Agreement. ITEM IX. If my wife and I die simultaneously or under . circumstances which are such that the order of our deaths cannot be ascertained with reasonable certainty, I direct that my wife shall be deemed to have survived me, notwithstanding any pro- visions of law establishing a contrary presumption. or transfer taxes (including any interest and penalties thereon) imposed by any domestic or foreign laws now or hereafter in ITEM x. All estate, inheritance, legacy, succession wi tnesSes: /,,, / // -,7-; .,' . ,.=r 'r-- ., U/ ..t t:..l../f-..z..../l. '-......... U.L...t"L{~...:.-..~ . G / 0 .' f <:./. ....t.hL... ~.. Ii), A. ~:,"?..1.J....-,J / '/ Y JJ . , ) / /~~ f '!..;2C,,'-,J'"I.... I.~~ t..._L.,- I force with respect to all property taxable under such laws by reason of my death, whether or not such property passeS under this, my will, and whether such taxes be payable by my estate or by any recipient of any such property, shall be paid by my Executor out of my residuary estate as part of the expenses of the administration thereof. ITEM XI. I hereby nominate, constitute and appoint 'DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Dauphin county, Pennsylvania, its successor or successors by any merger, conversion or consolidation, as the Executor of this, my Last Will and Testament. ITEM XII. I expressly authorize and empower my Executor in its sole and absolute discretion: in such stocks, bonds, 'securities or other property, real or personal, as may be deemed proper, without being confined to the investments prescribed by statute as legal investments for (a) To invest and reinvest all or any part of my estate fic;tuciaries. (b) To sell real and personal property at public or private sale, both for purposes of administration and distribU- tion, for such prices and upo~ such terms as to cash and credit as may be deemed proper, without liability on the purchasers to see to the application of the purchase money. (c)' To lease real property and to mortgage, develop, repair, improve, exchange or join in the partition of real property. \'li tnesses: 02 .fl '. ' /:-j! ,/31:0"--61..., . ,"- L ~/ j:,/ ,( , I; J,LlL.-."JO, "~J Is! )!Ih-.[..o~ lv. /J2u~ -6- (d) To exercise any subscription, purchase or con- version right in conneetion with any security held hereunder and to consent to or participate in any reorganization, consolidation or merger in any corporation, company or association, the securi- ties of which may be held hereunder. (el To compromise any claim, by or against my estate lvithout the consent of any beneficiary. (f) To carry investments in the name of a nominee or nominees. (g) To borrow money from any lender, including my Executor, and to pledge any assets of my estate as security therefor. (h) To make any distribution hereunder, either in kind or in money, or partially in kind and partially in money. (i) Vote in person or by proxy, any securities held by it hereunder. (j) Keep reasonable amounts of cash in bi1n~: u:linvC'stccl. (k) To do all other acts necessary or dusirablc {or ..' the proper management, investment or distribution of mycstatc. . IN WITNESS WHEREOF, I, L. BLAIR PAULES, the Testator, . i I j. I I I , I \ i I , \ have to this Last will and Testament, written on h d d 1 th' 7ZJ!. day of of paper, set my an an sea ~s seven (7) sheets T' 197B. Signed, sealed, published ) and declared by the above ) named, L. BLAIR PAULES, as) and for his Last will and ) Testament, in the presence) of us who have hereunto ) subscribed our names at ) his request as witnesses ) thereto, in the presence ) of the said Testator, and) of each other. ) ) ) ) ) (..,/ ,t:,6J!~~ &~ ! L. BLAIR PAULES (SEAL /0/' l(.cll...L',/>" tv,'. I~.L,,-.<-, ,) tt j - If .h.~..,; ((dDL'-~->'" - l1EV"'.O 18.781 i:APPLlCATION FOR CHARITABLE EXEMPTION J FROM PEIINSYLVANIA TRANSFER INHERITANCE TAX COMMONWEIiL TH 01- PENNSYLVI\NIA OEPJ\11.1MENrOF REVENUE (Act of May 28,1956. P.L. 1757, and Act of June 15, 1961, BUIU~AU OF FIELD OPEllATIONS P,L. 373, os amended) - - .. - Application is hereby Hied for the approval of an exemption from Pennsylvania Transfcr Inheritance Tax on the transfcr of the property described below: 1. Bureau File 1: -1/...fi- /~cJ .-..L.;( .... .o__..___..,,7.l,. .. 2. Dote of Death. _. June 25, 1980 3. Dote of Approval --!1;::~__';;;__l.ifL ~. No",e of Decedent. D. Blair Paules _ 5. Tho Commonwealth's appraised value of the prapcrty for which on exemption is claimed is S 19000.00 (Note: Where the property is other thon a specified amount of cosh, th'."! exemption cannot be approved until the value of the property has beon established by appraisal by the Commonwealth, cxccpt in thosc cascs where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire cstote or the entire residue. In those cases enter such fractional or percentage amount above). 6. Check the manner in which the transfer was effected and submit 0 copy of the document authorizing the transfer, unless such material has been previously filed. WILL Xl; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTH ER 0; (If other, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME 'l'rini t}Lllnit.eUe.tho.di.st Church ADDRESS-Hewkingaton~~sylvania OSee listil1g on reverse side for additional charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledgc and belief, true and correct. Dauphin Deposit Bank and Trust Company, Executor of the Estate of L. Blair Paules jJ Y,' fti. -/---;; / / I. Signature of Applicant . ~= /-L ~- ~ Ol/<<M... Address of Applicant 213 Market $tre~ Harrisburg, Pennsylvania 17105 Official Title Trust Office_r Dote This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non. resident decedent's estate. If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of Field Operations, Penna. Department of Revenue, P.O. Box 2970, Harrisburg, Pa. 17105. 00 not write below this line. For Official Use Only REFERRED to Bureau Headquarters Approved 0 For Secretary of Revenue Denied' 0 (Initials of Register of Will,) (Authori.ed Signature) (County) (Title) (Datu of Referral) (Date of Action) See reverse side for reason!. MUST BE FIi,EO IN TRIPLICATE , , GENERAL INHERITANCE TAX INFORMATION Unsatislied liabilities incurred by the decedent prior to hislher death arc deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the cast 01 administration, attorney lees, liduciary lees, luneral and burial expenses including the cast 01 a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against on estate ale subject to the approval 01 the Register 01 Wills with whom the Inheritance Tax Return is filed. Evidence ,to support the decedent's or the estate's liability lor the debts being claimed should be attached to this schedule. A lamily exemption may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania. 1/ there is no spouse, or il the spouse has larleited hislher rights, then ony child 01 the decedent who is a member 01 the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members 01 the same household as the decedent. The lamily exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to on estate representative; namely, an executor or administrator, lor services perlormed in administering an estate is reportable lor Pennsylvania Income Tax purposes. This taxable income iteon should be reported on larm PA.40-lndividuallncome Tax Return. t"' ~ tl n E; t:1 ~ :s - 0 0 Vl Z C'l n c::: " S! z s:: Z t"' t:1 t:1 ~ Z ::<l 0 - 9 t"' Z Z trI .., t:1 .., z 9 .., ~ t:1 - 9 Vl Vl Z 0 Vl 0 .., )) 'T] 'T] ::<l ~ - 0 Z -< -< t:1 t:1 ;l> ;l> ::<l ::<l ItJc:.TDllrTlnlo.l(' cnn rnllr"'ll ,...,..".,.. r'~I''''''''' ,.. u_.o " " " , REV.4S5 EX+ (3,80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate.of I.. 1l1nir Pnll]es Date of Death 6/25/80 FileNo, WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Jean W. Paules Relationship to Decedent l<ire Claimant's Address at time of Decedent's Death 249 Ridge Hill Road, Nechanicsburg, PA 17055 ITEM DATE NAME OF PAYEE R EMAR KS AMOUNT NO. I~ Norpan & Bockius Legal services $ 1,457.65 Feb. 17 Lewis 17 Keefer Wood Allen & Rahal Claim of L. B. Paules Against R. B. Koehane 525.37 RESERVE TO PAY THE FOLLOWING: Cost of filing 150.00 Dauohin Deposit Bank and Trust Executor's fee 15,479.97 Comnanv l-lilliam Wood Attornev's fee 7,500.00 TOTAL I ~ 25 112.99 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as, deductions forjlnhe.ritance Tax DUrQOSes~ P 1 Dauphin Deposit Bank and Trust COlllPJny, Executor oJ l'e !:;state 01 L. IHaL. au es Bv: ./J!!..1~ 7J; 6b!. j.{J Trust Officer ~-I-f'/ . SIGNATURE OF FIDUCIARY DATE OFFICIAL USE ONLY DEBTSANDDEDUCTIONSAREALLOWEDINTHESUMOF S 3~ '1lJt. '1t/ AT ~ r,LJ~ %TAXRATE q)}(1~ (!. ~A-~) , EGISTEH OF ILLS /,g-d9-9/ DATE , .. , GENERAL INHERITANCE T AX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death ore deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate ale subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the dobts being claimed should be attached to this schedule. A family exemption may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on farm PA-40.lndividuallncame Tax Return. t"' 'd tl !"l E; trI E; :s - :>- 0 0 U'l Z ~ Z Z t"" trI Cl !"l c:: tl 0 ::: 9 t"" trI ;>:: Z ;>:l - Z Z trI --l trI Z trI - 9 9 --l -< U'l U'l Z 0 U'l 0 --l 9 'T1 ":1 ;>:l ~ 'd '" N t-< - (\l 16' 0 ::> " Z ::> ::>' '" Ul '" ,.... '< ::> III ,.... ,... ,.., <: " " '" Ul ::> ::>' 'd ,... " '" '" " " "" ,.... . (\l Ul 'd -< -< Ii> t:l trI :>- :>- ,.... ;>:l ;.:l " 0 U> U> INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicote the claimant's nome, address and his/her relationship to the decedent. Enter "femily exemption" in the remorks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the' names of each payee. 5. Provide a brief explanation in the ren,arks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE BYz" x 11" SHEETS. .) I... ",. ~/. -, I.: yr..,I' I(~. SCH EDU LEi(tr~::';:' ,;: ~J"(ri;H~'~~? STATEMENT OF DEBTS g(~1~!&~i.W)~ AND DEDUCTIONS ~<:;i'~~"':~, \"~"~"'II:;<:J.:--'''' '0 1 I\r~I' . ,. l':"> _ _..{). _ ft_~ _~...-==.,._-o.=~~"'''''''''''' o. -- . Estate of L, Blair J2iluleG Date of Death~(1/80 File No. WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THM8~h9'1'1.1NG:':. fNiERED Claiment Jean H. Paules Reletionship 10 Decedent Spouse m:V.455 EX+ (3-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHEnlTANCE TAX RESIOENT DECEOENT ..\ ~/\ I' \' \. JAN I & lS~ Cleiment's Address at lime of Decedent's Deeth 249 Ridge Hill Road, Nechanicsburg, pA 17055 ITEM NO, NAM~ OF PAYEE DATE REMARKS AMOUNT J.e"is Re ister of Hills Pr.obate of Hill Letters Testamen- tar Short Certificates 14 Riverton Consolidated Hater Co. 15 Cumberland Law Journal lB Pol clinic Hedical Center '- Au . 1 Penns Ivania Power and Light 6 Patriot News Com an . 7 CowIe Associates 7 Ortho edic Clinic 11 Harr H. Wimer 15 Bureau of Vital Statistics and Li ht Rider Tax Collector Nov. 24 Hers Hall Funeral Home Inc. Dec. 26 Keefer, Wood; Allen & Rahal 26 Keefer Wood Allen & Rahal Hater service 3 21/BO to 6 20/BO Advertising Estate/Proof of Publica- tion lB.OO 78,00 2B7.45 61. 23 BI6.00 Bu.110 60.00 30.00 125.00 311.49 Institutional care 5/22/80 to 6/25/B Electric service to 7/23/80 Proof of publication Professional service to 6/22/80 Professional service to 6/26/80 A raisal of ersonal articles Ten Dea.th Certificates A raisal of 249 lud.e Hill Road Electric service to 8 22 80 Reimbursement for Thermador Oven Re air 96.51 1 614.24 2,000.00 2,844.00 Real Estate Tax Funeral ex euses Prepare Trust Agreement, Hills. POI<e of Le a1 services Nortoa e J\ldf\cmen~..~nd .reeqI..d.in TOT/lLe--....~ 9,643:75 1 hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administretion submitted to the estate as deductions o[)lnhe.ritence Taxnuroo~es.. J' 1 Dauphin Deposit Bank and Trust Co P ny, I';;:ec.l cor 01' Ie l\state ot J.. 'IUOr."-j;'u en B: " /, ?!" Trust Officer ~ 1&/ SIGNATURE OF FIDUCIARV ~ OA E I OFFICIAL USE OWLY ---q.fI ~ I DEBTS I\I~D DEDUCTIONS AR[ ALLOWED IN THE SUM OF $ ,/jJ~ 1"i-?_,_:z.iJ~ ~~(!6J % TAX RATE _ tf!tJtV~?~~~'f!:H:~_. /1.;~1fI( ---.---- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I r 55: .J,__B.reJltpn_ H.._.Uukc...J:rus taU ieer . of. DuuphinDeposit .JlanlLautLJ:rus.LC!llllpany___ _ __ _______ being duly swonl_ ,.. __ m__ according 10 law, deposes and say' Ihat >lie __--.1.L.:!JL_____. ____ Exec_u_tor____,.,___,._...___ of the Estale of --L.....JUair Paules lalo of __,.SJ1.,v.er Springs Township _______._____, Cumberland County, Pa., deceasod and that the wilhin is on inventory mode by .I).!l!lplli1!.J)~p.o_'!'.iL Bank and.. TY_'!!!LCompany, the said Executor of the enlire estate of said decedent, consisting of all the personai preporly and real eslate, except real estate outside 'he Commonwealth of Pennsylvania, and 'h.' Ihe figures opposite each ilem of the Inventory represent it's feir value es of the date of decedent's death. , Dauphin Deposit Bank and frus t Company. Executo of tl~Estate of L. B1ai~s .Jl.E.;:Y~~ LJ- <.> Trust Officer Execut., ,_WlII6KX ~A ( C. and subscribed before me, 19.%1 /~'<.JJ ~ N.tarv Publ;, g,,,belh I. Ben e, '9R4 .' [,'"S A;1I11 ,~. M (omm;Ulon ..,11. y Dauphin (ounll Hanilblll9t Pi. 213 Harket Street j .1La rrisQ.UJ:g~nnsv 1 vania Addr.u 17101 Oate of Death 25 Day June Month 1980 Year INSTRUCTIONS I. An invenlory must be filed within three months after appoinlmenl of personal representative, 2, A supplement inventory musl be filed within thirty days of discovery of additional a..ets. 3. Additional sheets may be attached as to personally or realty 4, See Article IV, Fiduciaries Act of 1949. ":l .. ,. I~"'" , ('" '-' . I.': O. r-, ~f) i:) Lr." :.;:~ f:J U-h. C.,I, N ~~? c:r.~ I ,~ ' l\;~ 1.1 0; '1:;:;1 Cli- o.. 0'-' crV) cc I u.1 Dc::.; ~,,:~ UUJ it::=> ~o:. ~ ~u i IX' U 00 '\) ~ -d >- 0 t E-< " ... W ~ ~ '" ... 00 ~ w <( QJ "' " 0.. ... M u \ 0 ~ " " 0 VI C '" w '" w '" 'M 'r I- :I: 0.. 0..1 " z ... ..J U. ~ U. ..J <( 0 '" CJ) 0.. '- W 0 <( W 'M' > '" "" " ,;. "( z @I QJ - Z 0 ~ c C ~ 0 VI Z M 0 '" .31 'M () Z w <( CJ) 0.. -0 ! c ~ - -.: 0 " .D " E - ~ ~ ..J () " '" .. 0.. ... " c ~ o :l: <( ... -0 ~ u: .... o o Cl) 1980 July Aug. Sept. Oct. Nov. Dec. 1981 Feb. March April 18 Polyclinic Medical Center - Institutional care to 6/25/80 1 Pennsylvania Power and Light Company - Electric service to 7/23/80 6 Patriot New Company - Cost of Advertising and Proof of Publica- tion 7 Cowley Associates - Professional services to 6/22/80 7 Orthopedic Clinic Professional services to 6/26/80 11 Harry M. Wimer - Appraisal of Personal Articles 15 Bureau of Vital Statistic - Ten Death Certificates 26 William J. Day10r - Appraisal of Real Estate 17 Pennsylvania Power and Light Company - Electric service to 8/22/80 19 Mrs. L. B. Paules - Reimbursement for repairs to oven 1 Paul W. Rider, Tax Collector - 1980 Real Estate Tax 7 Jean W. Paules - Family exemption 24 Myers Hall Funeral Home - Funeral expenses 26 Keefer, Wood, Allen and Rahal - Legal services regarping mort- gage and recording of deed 26 Keefer, Wood, Allen and Rahal - Legal services regarding Trust Agreement, Wills, Power of Attorney and miscellaneous expenses 17 Morgan, Lewis and Bockius - Legal services 17 Keefer, Wood, Allen and Rahal - Legal services for claim against Richard B. Keohane 25 Internal Revenue Service - Federal Estate Tax 30 Mary Lewis, Register of. Wills - Cost of filing RCC, Inventory and Debts and Deductions 30 Mary Lewis, Register of Wills - Pennsylvania Inheritance Tax 1 Morgan, Lewis and Bockius - Legal services 6 Pennsylvania Department of Revenue - 1980 Pennsylvania Fiduciary Income Tax ~GCK 110 pm 99 2 $ 78.00 287.45 61. 23 816.00 80.00 60.00 30.00 125.00 311. 49 96.51 1,614.24 2,000.00 2,844.00 578.00 508.65 1,457.65 525,.37 55,459.00 9.00 24,061.03 763.93 903.00 1981 April 7 Internal Revenue Service - 1980 U. S, Fiduciary Income Tax $ 7,028.00 RESERVE TO PAY THE FOLLOWING: Dauphin Deposit Bank and Trus t Company - Executor's fee 15,479.97 William II, Wood - Attorney's fee 7,500.00 Cost of filing 150.00 TOTAL PRINCIPAL DISBURSEMENTS $ 122,980.70 IN COME RECEIPTS 1980 Aug. 6 Interest: Travelers Insurance Policy to 8/1/80 $ 123.64 14 Interest: Aetna Lif e and Casualty Policy to 8/6/80 17.75 Sep to 2 In teres t : U. S. Treasury Daily Repurchase Agreement 1,808.47 5 Dividend: AMP, Incorporated 500.00 Oct. 1 Interest: U, S. Treasury Daily Repurchase Agreement 2,363.99 2 Interest: Mortgage of Great American Realty 184.80 Nov. 3 Interest: U. S. Treasury Daily Repurchase Agreement 3,000.22 Dec. 1 Interest: U. S. Treasury Daily Repurchase Agreement 3,247.78 2 Dividend: AMP, Incorporated 500.00 1981 Jan. 2 Interest: U. S. Treasury Daily Repurchase Agreemen t 3,997.27 Feb. 2 Interest: U. S. Treasu ry Daily Repurchase Agreemen t 4,225.61 March 1 Interest: U. S. Treasury Daily Repurchase Agreement 3,759.57 3 Dividend: ~W, Incorporated 600.00 April 1 Interest: U, S. Treasury Daily Repurchase Agreement 3,5B6.66 May 1 Interest: U. S. Treasury Daily Repurchase Agreement 516.08 1 Interest: ~mster Reserves Trust, Government Portfolio 1,993.57 June 1 Interest: U. S. Treasury Daily Repurchase Agreement 89.56 1 Interest: Master Reserves Trust, Government Portfolio 2,915.92 aCCK 110 ?I.cr 100 1981 July July Aug. Sept. 1981 Aug. 1 I I I i I i , I I. \ I \ 2 Dividend: AMP, Incorporated $ 600.00 29 In teres t : U. S. Treasury Daily Repurchase Agreement 196.96 1 Interest: U. S, Treasury Daily Repurchase Agreement 314.49 2 Interest: Master Reserves Trust, Government Portfolio 2,412.28 3 Interest: U. S. Treasury Daily Repurchase Agreement 3,493.94 2 Interest: U. S. Treasury Daily Repurchase Agreement 4,513.88 TOTAL INCOME RECEIPTS $ 44,962.44. INCOME DISBURSEMENTS 10 Warren D. Willis - Van expenses for Betty Louise Paules $ 342.65 Betty Louise Paules _ Distribution on account of income as follows: 10/07/80 11/12/80 12/11/80 $ 700.00 700.00 700.00 2,100.00 Jean W. Paules _ Distribution on account of income as follows: 10/07/80 11/12/80 12/11/80 1/13/81 2/11/81 3/16/81 4/13/81 5/12/81 6/10/81 7/14/81 8/13/81 $ 1,600.00 1,600.00 1,600.00 2,300.00 1,600.00 1,600.00 1,700.00 1,700.00 1,700.00 1,700.00 1,700.00 18,800.00 Dauphin Deposit Bank and Trust Company - Fee for 1980 and 1981 Fiduciary Income Tax Return preparation 100.00 Dauphin Deposit Bank and Trust Company - Commission on income (5% of $44,962.44) 2,248.12 TOTAL INCOME DISBURSEMENTS $ 23,590.77 e,il:r. 110 PI,t~ 101 4 19BO Dec. 18 26 1981 Jan. 16 Feb. 17 July 30 SUMJolARY PRINCIPAL RECEIPTS PRINCIPAL DISBURSEJolENTS $ 471,471.85 122,980.70 $ 44,962.44 23,590.77 21,371.67 $ 369,862.82 $ 348,491.15 INCOJolE RECEIPTS INCOJolE DISBURSEJolENTS BALANCE RECONCILIATION ACCOUNT Balance as per First and Final Account $ 369,862.82 LESS ADVANCE DISTRIBUTIONS: Pearl Barrick - Bequest in accordance with Item VII of the Will 500.00 Trinity United Methodist Church - Bequest in accordance with Item IV of the lUll 1,000.00 Betty Louise Paules - Bequest in accordance with Item VI of the Will 3,000;00 Janet Paules Wil1iss - Bequest in accordance with Item V of the Will 3,000.00 L. Blair and Jean Paules Trust under Agreement dated July on account of the residue in accordance with Item VIII of Will 31, 1978 - the 5,000.00 $ 357,362.82 BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL Cash: $ 276,322.66 Securities: Mortgage of Great American Realty, Inc. 58,568.49 Miscellaneous: 1973 Dodge Van - Appraised value 850.00 t~ii 110 pm 102 5 COMMONWEALTH OF PENNSYLVANIA ) ) 55: ) COUNTY OF DAUPHIN I hereby certify that on this ,/'i.!- i day of (( ti7,i~t, 1981, before me the subscriber, a Notary Public in and for the said Commonwealth and County, personally appeared Brenton M. Hake, Trust Officer of Dauphin Deposit Bank and Trust Company, the above named accountant, who, being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of Dauphin Deposit Bank and Trust Company, Executor as aforesaid, or into the hands or possessions of any other person or persons for them. The affiant furthers says that no person claiming to be interested in said estate, whether as creditors, legatees, next of kin or otherwise, gave written notice of such claim to Dauphin Deposit Bank and Trust 'Company, Executor as aforesaid. d/; ,,\ 'I ~l li"t) /",i~7--- /Il , . .',...:.: ":";"""" . .." I) 'SWOTIl 'fl!l"at;ld subscribed before me .. . v ,0(.\ eli, .' . : . .", 'lo' ~ / (^! ! ':J :"this ".:.),' ~/.., day of {f)' .< . " ;.< (,,\ 0" l-t' r ~ ~~., ~...../';:: ;.:1 ,/ . ""'; ",7.. /1 1',,:,,:, 7 - '.. ., I I. ., . ..,.: . "' I ". J", ).f I ~\" .. r '- '" \...../F.' '"' }J!t , ,l,.~, C,:;:i.':..'....Notary Public ..",..... ~"\,,,i,,; :; ',': 1,\'" ,';;' ..' . ,\.\'1 , 1981. ( <....., )'i'i: \~o..lt 1'10 p~t[ 106 .... OJ "0 ;:; 0 "" OJ " ~ " ~ -::: ~ ~ OJ 2 1:1).... OJ ~, ~ ~ c " ~ :S c "' " ~ OJ " t t;:: "0 " ~ ~ ~ OJ " 0. ~ tJ u "" .n "" ~ ClJ " " "- ":'1 u " .c " Q " " "" " - " ,-;: ... g "" " OJ ~ .... 0 ~ ," " c ,~ ~ " :;:: " 'c .> "0 ClJ OJ ~, 2 ~ Q) .~ ..0 " ,". >- Q) ~ ... 'C OJ ~ ~, '" 0;; J! ... " .. '.. ..: P< ..: " " .5 " -' o- J? I-i ~ t;J I-i OJ "" ,,'j ,- Ui ~ 0 ~ ... " .... '" ... Q) iil r: ", :; ~ ClJ .~ '" " '" ~ Iil ~ ~ 0 ~ I:: c "t;: ;~ '"' ~ ~ 0. " ... :; 0 ~ >< ... E ;;:; ~ ,: g .S n 05 E-< E-< '" .... OJ r:-: (, nr- ~ ~ '" ~ .c P- u c J! ,-", ~ Iil '" '" ... .... " u ','; -;0 Iil ~ t:> f c " " "T- o P< Iil ~ P< .8 f'..\ " tn"~ ~.:> "" "'- u [':1 ~ ~, ," r',C) :.J . . 1<1 OJ " c ~~~ .... " r:: P< P< r:: ~ E " ~ " I '" ~ '" ClJ (5 Q.j ~ 15 0 ~ 15 Ol ~ E ~;: '.:x> e1 U .- :g ~ " ... :Il 8 ~ 8 Ol ... 'Z 'r. " B ~ Iil 0-1 ~ A (f) oS .c ~ 'c .'.... ~ E-< '" '" ~ ... t) '-") 0 0 A ~ I-i A ..c::s " c 2 5 ". :.; ~ . '" ~ .." ... ., !iJ 0-1 ~ ~ E-< Iil 0 Iil :Il Iil Z e E-< Iil ~ D I-i S , z ~ I-i U 1" REV. 483.A EX (9.84) .~~. ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION p, O. BOX 8327 HARRISBURG, PA 17105 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ACN 201 DATEO 1-07-811 ESTATE OF PAUL ES L B FILE NUMBER21 80-C4110 DATE OF DEATH06-25-110 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT.SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE AGOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS AGENT," Ii II.ll AM H weD DES (; PLEASE RETURN THIS Bex 1226 PORTION TO REGISTER OF 210 WALNUT ST ~~~~~~FR~~;T~~~T IS DUE HeG PA 11101 S ~~~!~~~~G3~!~~~~______!~~~~~2~~~~~~~!~-~O~~~~~~~~-----_________________ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ESTATEOFPAULES L B FILE 21 aO-0460 AcNlOl DATiPI-07-B6 NUMBER ESTATE TAX DETERMINATION AND ASSESSMENT 1. Credit For State Death Taxes as Verified 1, 5,501.00 2. Pennsylvania Inheritance Tax Assessed 2. 23,54'l.67 (Excluding Discount andlor Interest) 3. Inheritance Tax Assessed bv Other State, .00 or Territories of the United States 3, (Excluding Discount andlor Interestl 4. Total Inheritance Tax Assessed 4. 23,54'l.67 (Line 2 plus Line 3) 5. Pennsylvania Estate Tax Due 5. .00 (Line 1 minus Line 41 TAX CREDITS: Payment Date Receipt Number Interest (.1 Amount Paid . IF PAID AFlER THIS DAlE SEE REVERSE SIDE FOR CALCULATION OF ADDIlIONAl INTEREST Total Tax Credit _ CO Balimce of Tax Due .00 Interest .00 Total Due .00 III Balance Due is less than $1, no payment is required I