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IN THE COUHT OF C.'CM-lON PLFl\S OF cur-lBElU.J\ND COUNTY,
PENNSYLVANIA ORPHANS I COURT DIVISION
IN '!liE ES'l'ATE OF SOPHm V. MAIER, LATE OF SOU'l'll r~IDDLE:l'ON 'I'C/.'INSIUP
SCHEDULE OF PROPOSED DISmII31Jl'ION
Balance for distribution as per First and Final Account filed
September 7, 1990
$ 436,659.03
Distribution
Farmers Trust Company and Jane Ann Maier Laffey
Co-Trustees as per Family Settlement Agreerrent
15M par New Yurk City Housing Auth. 3.25% 11-1-96
5M par New York State Housing Auth. 4.75% 11-1-92
23M par New York Telephone Co. 7.50% 3-1-09
25 units Governrrent Security Incr.ine Fund GNMA
400 shs. American Electric Power, Inc.
400 shs. American Telephone & Telegraph Co.
400 shs. Bell Atlantic Corp.
450 shs. BellSouth Corp.
400 shs. Brooklyn Union Gas Co.
300 shs. Chevron Corp.
900 shs. GTE corp.
300 shs. IT!' Corp.
700 shs. International Business Machines Corp.
400 shs. Pacific Telesis Group
100 shs. Pennsylvania Power & Light Co.
300 shs. Southwestern Bell Corp.
300 shs. Tenneco, Inc.
400 shs. Texaco, Inc.
400 shs. U.S. West, Inc.
Principal Cash
InCOll'e Cash
$ 10,556.25
4,387.50
18,630.00
12,349.00
11,550.00
9,475.00
13,975.00
17,756.25
10,325.00
10,950.00
16,593.75
15,900.00
92,181.25
11,112.50
3,612.50
10,281.25
11,906.25
11,573.44
10,912.50
26,781.42
105,850.17
$ 436,659.03
STATEMENI' OF THE RFASONS FOR THE PROPOSED DISmIBUTION
The above distribution is proposed in accordance with the attached Family
Settlement Agreement.
J ' e F. Burke, Senior Vice President
and Trust Officer
Lh~~
Ann Maier Laffey
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STA1'EMENl' OF THE RFJ\SONS FOR 'I'HE PROPOSED DIS'l'RIBU'rION, CON'I'.
cc:M>IONWEAL'l'H OF PENNSYTNANIA:
COUN1'Y OF CUMBERlAND
Jane F. Burke, Senior Vice President and Trust Officer, and Jane Ann Moder laffey,
being duly sworn according to law, depose and say that the facts set forth in the
Statement of the Reasons for the Proposed Distribution are true and correct.
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Sworn to and Subscribed
,."Qef~~-fr.il'e-:,1,:his (,'1'# day
':~~..!!1t&iJ11 1990.
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COURT OF cx:M-ION PLEAS OF CUMBERIJIND COUNl'Y,
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 21-80-630
F.state of SOPHIE V. MAIER, OOceased
Late of South Middleton Tbwnship
FIRST AND FINAL ACCOUNl' OF
FARMERS TRUST CCMPANY and JANE ANN MAIER LAFFEY,
CO-ADMINISTRATORS
Date of Death: July 18, 1986
Letters Granted: October 14, 1986
First Complete Advertisement of Grant of Letters: November 3, 1986
Account Stated to September 7, 1990
SUMMARY AND INDEX
Paqes
PRINCIPAL
Receipts
Net wss on Conversions
615,434.15
533.08
614,901.07
284,092.21
Less Disbursements
2
3
3-4
Principal Balance Remaining
330,808.86
INCa>lE
Receipts
Less Disbursements
7
8
116,224.70
10,374.53
Income Balance Remaining
,
105,850.17
.$. 436,659.03
Combined Balance Remaining
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<DIPOSITION OF NE:r BI\l.I\NCES
PRIOCIPAL
15M par New YOrk City Housing Auth. 3.25% 11-1-96
5M par New York State Housing Auth. 4.75% 11-1-92
23M par New York Telephone CO. 7.50% 3-1-09
25 units GoVeI'l'lIreI1t Security Incare Fund GINA
400 shs. American Electric ~r Inc.
400 shs. American Telephone & Telegraph Co.
400 shs. Bell Atlantic COrp.
450 shs. BellSouth COrp.
400 shs. Brooklyn Union Gas Co.
300 shs. O1evron Corp.
900 shs. GI'E Corp.
300 shs. I'IT Corp.
700 shs. International Business Machines COrp.
400 shs. Pacific Telesis Group
100 shs. Pennsylvania ~ & Light Co.
300 shs. Southl>\3stern Bell Corp.
300 shs. Tenneco, Inc.
400 shs. Texaco, Inc.
400 shs. U.S. West, Inc.
Cash
INCXl>1E
Cash
PRINCIPAL IID:EIPl'S
Inventory Filed
Per Copy of Inventory Attached
04/14/87
07/14/87
08/13/90
Subsequent Receipts
Loan, Jane A.M. Laffey
Tax Refund 1986 Form 1040
Internal Revenue Service, Federal
Estate Tax Refund
Total Principal Receipts
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2
10,556.25
4,387.50
18,630.00
12,349.00
11,550.00
9,475.00
13,975.00
17,756.25
10,325.00
10,950.00
16,593.75
15,900.00
92,181.25
11,112.50
3,612.50
10,281.25
11,906.25
11,573.44
10,912.50
26,781.42
$ 330.808.86
$ 105.850.17
$ 570,863.50
37,000.00
884.00
6,686.65
44,570.65
$ 615,434.15
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11/10/87
CONVERSIONS nnD PIUNCIPAL CASH
Gain
25M par FNMA 11.55% 11-10-87
Proceeds
Inventoried at
25,000.00
26,391.43
11/20/87 10M par Red Lion Area School Dist. 6.50%
11-15-87
Proceeds 10,000.00
Inventoried at 10,000.00
09/26/86
10/08/86
10/14/86
10/16/86
10/20/86
10/21/86
12/08/86
02/23/87
03/09/87
03/24/87
03/26/87
04/06/87
04/17/87
04/17/87
04/22/87
06/29/87
07/20/87
10/10/89 8 shs. Texaco Inc. Series C Pfd.
Proceeds 397.41
Inventoried at 226.56
170.85
05/07/90 50M par BcL~ers Trust 7.125% 5-1-90
Proceeds 50,000.00
Inventoried at 49,312.50
687.50
U::lSS
1,391.43
Net U::lSS Transferred to StlIlItBry
858.35 1,391.43
S 533.08
Totals
PRINCIPAL DISBURSEMENI'S
Mobile X-Ray Services
1M: Pharmacy
Jane A.M. Laffey, reimburse for funeral meal
D.C. BlaCk, PI', physical therapy
EWing Brothers FUneral Hane
Jane A.M. Laffey, reimburse for lettering on monument and
funeral flowers
Register of Wills, D:tters of 1\dmi.nistration
cumberland Law Journal, advertising Letters of 1\dmi.nistration
Register of Wills, partial PA Inheritance Tax
Belvedere Medical Corp.
The Sentinel, advertising D:tters of 1\dmi.nistration
Register of Wills, filing PA Inheritance 'I'ax Return
Register of Wills, PA Inheritance Tax
Register of Wills, additional prob3.te fee
Internal Revenue Service, tax due Fonn 1041
PA Dept. of Revenue, tax due PA 41
PA Dept. of Revenue, tax due PA 40
Internal Revenue Service, tax due Fonn 706
50M par U.S. Treasury Bonds 4.25% 8-15-92 applied at face
toward Federal Estate Tax due Fonn 706
Internal Revenue Service, tax due Ponn 1040
Bank of l-bntreal Trust Co., transfer fee
Loan repayment to Wm. S. Laffey, 5M par Quebec Hydro Electric
Deb. 9.75% 8-1-05
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$ 102.50
49.46
258.15
90.00
4,845.00
282.90
192.50
25.00
30,000.00
2.00
26.28
10.00
600.39
20.00
1,335.00
196.00
172.00
94,013.93
50,000.00
266.10
5.00
5,000.00
PRINCIPAL DlSBURSEl>1ENJ'S, CONT.
Loan repaynent to Trust u;Will Henry M3ier:
10 units Municipal InvestIrent Trust Fund 88th
10 units Municipal InvestIrent Trust Fund 80th
10M par New Jersey Housing Finance 5.90% 11-1-90
5M par Arrerican Telephone & Telegraph Co. D=b. 7.125%
12-1-03
Jane A.M. laffey partial Administratrix fee, 5M par
Arrerican Telephone & Telegraph CO. D=b. 8.80% 5-15-05
Register of Wills, balance PA Inheritance Tax
Internal Revenue Service, tax due Form 104 1
PA Dept. of Revenue, tax due PA 41
Jarres R. Hurrer, Esquire, partial attorney fee
Jane A.M. laffey, partial Administratix fee
Farrrers Trust CO., partial Administrator fee
Internal Revenue Service, interest due Form 706 as per
notice dated 2-1-88
Internal Revenue Service, penalty due Form 706 as per
notice dated 2-1-88
Internal Revenue Service, tax due Form 104 1
PA Dept. of Revenue, tax due PA 41
PA Dept. of Revenue, tax due PA 41
Internal Revenue Service, tax due Form 1041
Internal Revenue Service, quarterly estiJrate
Internal Revenue Service, quarterly estiJrate
Reserved:
Hurrer & Daniels, balance attorney fee
Jane A.M. laffey, balance Co-Administratix fee
Farmers Trust Company, balance Administrator fee
Closing and Filing Costs
Tbtal Principal Disbursements
07/20/87
12/22/87
01/14/88
04/05/88
04/06/88
04/07/88
12/28/88
12/29/88
01/30/89
04/03/89
04/04/89
03/27/90
04/10/90
04/13/90
06/15/90
CAPITAL CllANSES
Goverrurent Securities InCOl'le Fund Unit 06 GNMA
10/16/86
10/16/86
10/17/86
10/24/86
11/25/86
12/24/86
25 units Inventoried at
Return of Capital
Return of Capital'
Return of Capital
Return of Capital
Return of Capital
25 units
01/26/87
02/23/87
03/25/87
04/23/87
OS/26/87
06/24/87
07/23/87
08/25/87
Return of Capital
Return of Capital
Return of Capital
Return of Capital
Return of Capital
Return of Capital
Return of Capital
Return of Capital
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4
$ 8,566.00
8,192.50
7,737.50
4,340.63
4,965.63
5,879.70
7,751.00
518.00
7,000.00
5,500.00
5,000.00
3,921.03
2,500.00
5,990.00
540.00
641.00
7,616.00
1,690.00
1,690.00
500.00
352.38
5,458.63
250.00
L284,092.21
$ 18,567.50
239.50
404.50
154.25
148.50
128.25
17,492.50
119.00
196.50
161. 75
167.50
106.25
187.00
101.00
196.00
CAPITAL Clil\M3ES, CON'r.
Government Securities Income FUnd Unit 06 GNMA
09/24/87 Return of Capital $ 133.50
11/05/87 Return of Capital 253.75
11/23/87 Return of Capital 103.25
12/23/87 Return of Capital 76.50
25 units 15,690.50
01/26/88 Return of Capital 155.50
02/23/88 Return of Capital 76.75
03/24/88 Ret:,11 of Capital 76.00
04/25/88 Return of Capital 127.25
OS/24/88 Return of Capital 118.75
06/23/88 Return of Capital 124.75
07/25/88 Return of Capital 379.50
08/24/88 Return of Capital 159.25
09/28/88 Return of Capital 154.00
10/24/88 Return of Capital 70.25
11/25/88 Return of Capital 138.50
12/23/88 117 .25
25 units 13,992.75
03/24/89 Return of Capital 79.00
04/25/89 Return of Capital 106.75
OS/23/89 Return of Capital 92.75
06/26/89 Return of Capital 124.25
07/24/89 Return of Capital 77.75
08/23/89 Return of Capital 124.00
09/25/89 Return of Capital 125.50
10/23/89 Return of Capital 105.25
11/27/89 Return of Capital 98.25
12/26/89 155.50
25 units 12,903.75
01/30/90 Return of Capital 116.50
02/23/90 Return of Capital 56.00
03/26/90 Return of Capital 85.50
04/23/90 Return of Capital 79.00
OS/23/90 Return of Capital 71.25
06/26/90 Return of Capital 45.75
07/23/90 Return of Capital 100.75
25 units $ 12,349.00
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CAPI'l'AL OJllM3ES, com.
Texaco, Inc.
10/16/86 400 shs. Inventoried at $ 11,800.00
09/25/89 Adjust by Series C Pfd. Distribution 226.56
400 shs. S 11. 573.44
GTE Corp.
10/16/86 300 shs. Inventoried at $ 16,593.75
01/13/87 150 shs. Received in 3 for 2 Stock Split .00
450 shs. 16,593.75
07/03/90 450 shs. Received in 2 for 1 Stock Split .00
900 shs. S 16.593.75
BellSouth Corp.
10/16/86 300 shs. Inventoried at $ 17,756.25
02/06/87 150 shs. Received in 3 for 2 Stock Split .00
450 shs. S 17,756.25
Pacific Telesis Group
10/16/86 200 shs. Inventoried at $ 11,112.50
03/13/87 200 shs. Received in 2 for 1 Stock Split .00
400 shs. S 11.112.50
Southwestern Bell Corp.
10/16/86 100 shs. Inventoried at $ 10,281.25
05/04/87 200 shs. Received in 3 for 1 Stock Split .00
300 shs. $ 10.281.25
U.S. \\est, Inc.
10/16/86 200 shs. Inventoried at $ 10,912.50
04/23/90 200 shs. Received in 2 for 1 Stock Split .00
400 shs. S 10,912.50
Bell Atlantic Corp.
10/16/86 200 shs. Inventoried at $ 13,975.00
05/02/90 200 shs. Received in 2 for Stock Split .00
400 shs. 'i f'P rq:r ,1 <)') S 13,975.00.
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6
Il-JCa-1E ROCEIPrS
08/13/90 Internal Hevenue Service, interest on Federal Estate 'I'ax
refund
Interest, AT&T Deb. 7.125% 12-1-03; 12-1-86 to 6-2-87
Interest, AT&T Deb. 8.80% 5-15-05; 11-18-86 to 11-16-87
Interest, Bankers Trust Co. 7.125% 5-1-90; 11-5-86 to 5-7-90
Interest, ~brtgage Participations 11-3-86 to 4-1-87
Interest, FNMA 11.55% 11-10-87; 11-14-86 to 11-10-87
Interest, New Jersey Housing Pinmlce 5.90% 11-1-90;
11-20-86 to 5-22-87
Interest, New York State Housing Auth. 4.75% 11-1-92;
11-20-86 to 5-8-90
Interest, Hed Lion School Auth. 6.50% 11-15-87; 11-21-86 to
11-15-87
Interest, New York Telephone Co. 7.50% 3-1-09; 10-16-86 to
3-1-90
Interest, Hydro-Quebec 9.75% 8-1-05; 2-2-87
Interest, New York State Housing Auth. 3.25% 1-'1-96; 1-12-87
to 7-27-90
Interest, U.S. Treasury Bond 4.25% 8-15-92; 10-16-86 to
4-17-87
Interest, Temp Fund 11-4-86 to 8-2-90
Interest, Ped Fund 10-2-86 to 8-2-90
Dividends, American Electric Power Co. 12-10-86 to 6-8-90
Dividends, AT&T 11-3-86 to 8-2-90
Dividends, Bell Atlantic Corp. 11-3-86 to 8-2-90
Dividends, BellSouth Corp. 11-3-86 to 8-2-90
Dividends, Brooklyn Union Gas Co. 11-3-86 to 8-3-90
Dividends, Chevron Corp. 12-11-86 to 6-11-90
Dividends, IBM Corp. 12-10-86 to 6-25-90
Dividends, Pacific Telesis Group 11-3-86 to 8-15-90
Dividends, Southwestern Bell Corp. 11-3-86 to 8-1-90
Dividends, Tenneco, Inc. 12-8-86 to 6-13-90
Dividends, Texaco, Inc. 12-11-86 to 6-8-90
Dividends, U.S. West, Inc. 11-3-86 to 8-1-90
Dividends, MWlicipal Investment Trust 80th 11-19-86 to
6-16-87
Dividends, Municipal Investment Trust 88th 11-19-86 to
6-16-87
Dividends, ITT Corp. 10-16-86 to 7-6-90
Dividends, GTE Corp. 10-16-86 ato 7-16-90
Dividends, PP&L 10-16-86 to 7-6-90
Dividends, Government Securities Income Fund 10-16-86 to
7-23-90
Total Incare Heceipts
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$ 2,491.74
308.73
583.00
13,557.30
706.34
3,785.84
462.17
898.54
861.25
6,238.75
16.24
1,925.62
1 ,587.84
13,725.00
4,487.16
3,748.00
1,944.00
3,296.00
4,243.79
2,778.00
2,925.00
12,705.00
2,820.00
2,954.00
3,648.00
6,437.24
2,968.00
550.80
570.10
1,554.00
4,720.50
1,109.00
5,617.75
$ 116,224.70
\
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INCa-lE DISBURSEMEN'fS
06/18/87
07/16/87
Bank of Montreal Transfer Co., transfer fee
William F. Laffey and Jane A.M. r~ffey, cash portion of
loan repayrrent
Jane A.M. Laffey, Stephen H. Laffey and Karen J. Laffey
Trust u/Will Henry Maier, cash portion of loan repayrrent
Tax preparation fees 1-30-87 to 4-6-88
Fanners Trust Company, incare carmission
$ 5.00
2,062.00
1,194.05
140.00
6,973.48
$ 10.374.53
Total Incare Disburserrents
Fanners Trust Co. and Jane Ann Maier Laffey
Co-Administrators Sophie V. Maier Estate
~~k " 'd
Ja F. Bur e, Sem,or Vl.ce Presl. ent
and Trust Officer
/;u.~ '
CCM>lONWFALTIl OF PENNSYLVANIA:
COUNI'Y OF CUMBERLAND
Jane F. Burke, Senior Vice President and Trust Officer of Fanners Trust Company,
and Jane Ann Maier Laffey, being duly S\\Drn according to law, depose and say that the
Account as stated is true and correct and that the Grant of Letters and the first
carplete advertiserrent thereof occurred rrore than four (4) rronths before the filing of
the Account.
Sworn to and Subscribed
before Ire this t; fN day
of.~GP~~'1E~." 1990.
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8
In The Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
No. 630 of 1980
ESTATE OF SOPHIE V. MAIER, AN INCOMPETENT
Decree Dated: November 3, 1980
First and Final Account of
Farmars Trust Company, Guardian
Stated from November 10, 1980 to September 12, 1986
SUMMARY AND INDEX
Paqes
PRINCIPAL.:
Receipts
Net Gain on Conversions
1- 2
2- 5
$ 406,801.60
19,085.87
$ 425,887.47
9,278.24
Less Disbursements
6
Investments
Capi tal Changes
6
7- 8
Principal 8alance Remainin9
WCOME
Receipts
Less Disbursements
8-10
10-13
$ 355,482.26
351,554.96
Income 8alance Remaining
Combined 8alance Remaining
..r .1.( ~,. "'~ ~ .
.. .l,j,j, r.Ll U'ct',t
$ 416,609.23
$
3,927.30
$ 420,536.53
,
,
I
L
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/10/80
11/17/80
11/18/80
12/10/80
12/10/80
12/18/80
12/18/80
12/18/80
12/31/80
12/31/80
12/31/80
01/05/81
01/06/81
02/06/81
02/06/81
02/09/81
02/09/81
PRINCIPAL RECEIPTS
316 shs American Telephone & Telegraph
100 shs Burlington Northern
25 shs Burlington Northern 5.5% Pfd.
200 shs Conoco, Inc.
300 shs FMC Carp.
25 shs Great Northern Iron Ore Properties
20 shs Honeywell, Inc.
300 shs International Telephone & Telegraph Co.
150 shs Kansas City Southern Industries
70 shs RCA Corp. 3.65 Cum. Pfd.
70 shs RCA Carp. 2.125 Cum. Pfd.
60 shs Safeway Stores, Inc.
125 shs Southern Ca.
134 shs Standard Oil of California
100 shs Tenneco, Inc.
53 shs liS & Foreign Securities, Inc.
30 shs United Technologies, Inc.
700 shs IBM Corp.
75 shs Kennecott Carp.
13B shs Lockheed Carp.
2 shs MAPCO
100 shs Pennsylvania Power and eight
5M par New York Telephone & Telegraph Ca. Mtg Bonds
9% 5/1/2014
13M par New York Telephone & Telegraph Co. Mtg Bonds
7.5% 3/1/2009
5M par Pennsylvania Power Co, Mtg 8% 10/1/2001
5M par Indiana Bell Telephone Co. Deb. 5.5% 4/1/2007
5M par Hydro-quebec Deb. 9.25% 3/15/95
5M par Hydro-quebec Deb. 9.75% 8/1/2005
Balance Savings Account 0771174273, CCNB
96.3561 shs U.S. & Foreign Securities, Inc.
Bache, Halsey, Stuart, Shields, Inc.
Social Security Lump Sum Death Benefits for Henry Maier
,9353 sh U.S. & Foreign Securities, Inc.
Balance Savings Account 2740028, Chase Manhattan Bank
Balance Savings Account 20-008132-1, Metropolitan Savings Bank
8.94 shs MAPCO, Inc.
162.49 shs Southern Co.
5 units Municipal Investment Trust Fund 121 st. monthly
series
Balance Savings Account 236515, Harlem Savings 8ank
Balance Savings Account 7-29551, United Mutual Savings Bank
10M par New Jersey State Housing Finance Agency
Multi-Family Housing Agency 5.9% 11/1/2009
15M par New York Housing Authority 3.25% 1/1/96
Balance Account 06-5104865, Dime Savings Rank
10 units Municipal Investment Trust Fund 80 MPS
',.. .' . ~ ." "1 -
J......l "'~'
8,1:}
1
$ 15,405.00
5,750.00
137.50
12,375.00
7,9B7.50
750.00
1,802.50
8,fl87.50
7,275.00
1,968.75
1,662.50
1,882.50
1,453.13
11,842.25
4,462.50
1,212.38
1,661.25
46,550.00
2,11B.75
4,623.00
85.50
1,725.00
3,356.25
7,410.00
2,71B.75
2,150.00
3,500.00
3,500.00
2,425.24
2,204.15
2,641.75
255.00
21.40
134.96
10,469.92
382.19
1,888.95
3,978.20
1,404.03
5,000.00
6,137.50
7,944.00
12,544.51
7,20B.50
02/09/81
02/11/81
02/12/81
02/12/81
02/12/81
02/12/81
02/12/81
02/12/81
02/12/81
02/12/81
02/12/81
02/12/81
02/17/81
05/05/81
10/30/81
12/24/81
12/24/81
12/24/81
02/04/82
07/01/82
02/25/83
09/09/83
11/15/84
07/03/86
10 units Municipal Investment Trust Fund 8A MPS
75 shs The Southern Co.
389 shs American Electric Power Co.
700 shs Middle SDuth Utilities, Inc.
100 shs Texaco, Inc.
100 shs Union Electric Co.
25 units Government Securities Income Fund
Sixth GNMA Series
5M par American Telephone & Telegraph Co. Deb. 8.80%
5/15/2005
10M par New York Telephone Co. Refunding Mtg. 7.50% Series R
3/1/2009
SM par American Telephone & Telegraph Co. Deb. 7.125%
12/1/2003
200 shs 8rooklyn Union Gas Co.
200 shs General Telephone & Electronics Corp.
100 shs SCA Services, Inc.
5M par New York State Housing Finance Agency 4.75% 11/1/92
8alance Account 08645 8ache
Proceeds sale of personal property to Jane Laffey
Proceeds sale of personal property to Stephen Laffey
Transferred from Income
Transferred from Income
Transferted from Income
Transferred from Income
Estate of Henry Maier
Transferred from Income
Transferred from Income
Total Principal Receipts
PRINCIPAL CONVERSIONS INTO CASH
~
12/18/80 97.2914 shs U.S. & Foreign Securities,
Inc.
Proceeds $ 2,199.59
Account Value 2,225.55
01/05/81 .482 shs MAPCO, Inc.
Proceeds $
Account Value
22.53
19.74
2.79
01/28/81 .94 sh fIAPCO, Inc.
Proceeds $
Account Value
38.77
38.49
.28
L:~J'
#; .'.f ~. . -
.i...l..L h__1:
SA"
'tU
7,555.20
871.88
6,321.25
8,137.50
5,387.50
1,062.50
18,423.50
3,512.50
5,975.00
2,956.25
4,200.00
5,325.00
1,950.00
3,047.13
2,286.07
145.00
40.00
10,000.00
2,500.00
1,212.51
2,000.00
10,000.00
5,000.00
70,000.00
$ 406,801.60
~
?-5.96
02/11/81 .49 sh The Southern Compeny
Proceeds $ 5.78
Account Value 5.70
.08
04/05/81 .545 sh MAPCO, Inc.
Proceeds $ 22.55
Account Value 22.32
.23
05/11/81 100 shs Burlington Northern, Inc.
Proceeds $ 5,282.82
Account Value 5,750.00
532.82
05/11/81 25 shs 8urlington Northern 5.5% Pfd.
Proceeds $ 138.24
Account Value 137.50
.74
05/11/81 25 shs Great Northern Iron Ore Properties
Proceeds !Ii 589.90
Account Value 750.00
160.10
05/11/81 20 shs Honeywell, Inc.
Proceeds $ 1,832.81
Account Value 1,802.50
30.31
05/11/81 150 shs Kansas City Southern Industries
Proceeds $ 7,644.82
Account Value 7,275.00
369.82
05/11/81 138 shs Lockheed Corp.
Proceeds $ 4,102.1/1
Account Value 4,623.00
520.86
05/11/81 10 shs MAPCO, Inc.
Proceeds !Ii 347.76
Account Value 387.14
39.38
05/11/81 100 shs SCA Services, Inc.
Proceeds $ 1,615.00
Account Value 1,950.00
335.00
05/11/81 60 shs Safeway Stores, Inc.
Proceeds $ 2,107.84
Account Value 1,882.50
225.34
I '::' ~ "1 ., ~t r't .... 8''"'1
.--...:...l. .,~::. 'i.f
3
05/11/B1 53 shs U.S. & Foreign Securities, Inc.
Proceeds $ 1,155.75
Account Velue 1,212.3B
r.5/11/B1 30 shs United Technologies Corp.
Proceeds $ 1,727.95
Account Value 1,661.25
05/11/B1
5M par Indiana 8ell
Deb. 5.50% 4/1/07
Proceeds $
Account Value
Telephone Co.
1 ,91B. 75
2,150.00
05/11/B1 5M par New York Telephone & Telegraph
Co. 9% 5/1/14
Proceeds $ 3,050.00
Account Value 3,356.25
05/11/B1 5M par Pennsylvania Power Co.B% 10/1/01
Proceeds $ 2,350.00
Account Value 2,71B.75
06/22/81
75 shs Kennecott
Proceeds
Account Value
Corp.
$ 4,650.00
2,11B.75
07/30/B1 200 shs Conoco, Inc.
Proceeds $16,69B.44
Account Value 12,375.00
05/12/82 700 shs Middle South Utilities, Inc.
Proceeds $ 9,605.61
Account Value B,137.50
03/25/B3 500 shs The Southern Company
Proceeds $ 7,7B9.74
Account Value 6,3B4.93
03/01/84 100 shs Union Electric Company
Proceeds $ 1,217.6B
Account Value 1,062.50
j'r:-;.
1 .1 ~J
.':"--:._t.
(", ~
'0'.':.
56.63
66.70
231.25
306.25
36B.75
2,531.25
4,323.44
1,46B.11
1,404. B1
155.1B
8.18
4
03/07/84 500 shs Texas Utili ties Company
Proceeds $11,494.31
Account Value 11,912.50
418.19
03/08/84 40 shs NYNEX Corp.
Proceeds $ 2,416.88
Account Value 2,012.18
404.70
OS/24/84 100 shs Ameritech
Proceeds $ 6,443.78
Account Value 6,227.30
216.48
07/20/84 300 shs FMC Corp.
Proceeds $15,382.03
Account Value 7,987.50
7,394.53
04/30/85 70 shs RCA Corp.3.65 Cum PFd.
Proceeds $ 2,590.00
Account Value 1,968.75
621.25
09/10/85 70 shs RCA Corp. 2.125 Cum. PFd.
Proceeds $ 1,824.38
Account Value 1,662.50
161.88
02/07/86 15M par Alleg~eny City Hospital
Deb. Authority 9.75% 2/1/86
Proceeds $15,000.00
Account Value 15,000.00
06/11/86 5M par Quebec-Hydro Electric Deb. 9.25%
3/15/95
Proceeds $ 5,137.50
Account Value 3,500.00
1 ,637.50
Totals !Ii 21,548.24 2,462.37
,
Net Gain transferred to Summary Page $ 19,085.87
"..'" .: ~"l
.- :'_. .".~..
;'~~l 849
5
11/13/80
11/17/80
11/20/80
11/21/80
12/02/80
12/15/80
01/05/81
04/06/81
02/08/82
05/10/82
06/03/82
05/02/83
05/03/83
05/09/83
05/19/83
02/07/84
04/23/84
04/23/84
04/23/84
05/02/84
05/03/84
PRINCIPAl DISBURSEMENTS
Register of Wills, certified copy
James R. Humer, Esq., attorney fee
Resident's Fund, Homewood Retirement Center
Clerk of Orphans' Court, certified copies
Homewood Retirement Center
Homewood Retirement Center
Transfer MAPCO stock dividend to income
Transfer MAPCO stock dividend to income
Arlene Eppley, mileage
United Church of Christ
United Church of Christ
United Church of Christ
United Telephone Company
8elvedere Medical Center Pharmacy
Stevens Mental Health Center
Mark E. Pinker, OPM
Fast Tax, 1983 1040 preparation
Internal Revenue Service, quarterly FICA
Pennsylvania Unemployment Compensation Fund, quarterly tax
United Telephone Company
United Church of Christ Homes
$ 2.00
526.45
100.00
10.00
1,693.50
1,395.00
22.53
22.55
.80
1,141.50
395.00
1,720.50
24.59
73.59
20.00
35.00
60.00
84.76
18.24
17.23
1,915.00
$ 9.278.24
Total Principal Disbursements
OS/20/81
08/03/81
08/03/81
02/22/82
11/26/82
12/06/82
03/14/83
03/31/83
08/22/83
03/14/84
03/14/84
03/14/84
03/14/84
03/14/84
03/14/84
03/14/84
03/14/84
11/07/84
06/25/86
PRINCIPAL INVESTMENTS
50M par U.S. Treasury Bonds 4.25% 8/15/92
200 shs Tenneco, Inc.
300 shs Texaco, Inc.
15M par Alleghency County Hospital, 9.75% 2/1/86
138 shs Southern Company
84 shs American Telephone & Telegraph Company
10M par Red Lion School District, 6.5% 11/15/87
500 shs Texas Utilities Co.
100 shs GTE Corp.
11 shs American Electric Power Co.
60 shs Ameri.tech
60 shs 8ell Atlantic Corp.
60 shs 8ellSouth Corp.
60 shs Pacific Telesis Group
60 shs Southwestern 8ell Corp.
32 shs Standard Oil of California
50 shs U.S. Llest, Inc.
25M par FNMA 11.55% 11/10/87
50M par 8ankers Trust Co., Certificate of Deposit
Note 7.125% 5/1/90
$ 42,250.00
7,906.77
10,940.58
15,000.00
2,176.67
5,040.00
10,000.00
11,912.50
(~,4B7.50
197.22
4,114.47
4,341.79
5,721.74
3,34B.61
3,620.01
1,119.65
3,644.70
25,000.00
48,808.00
...; 1.t
.L 1__'_
~) I - ;-
.. ~ I.
850
6
11/10/80
03/10/81
03/14/84
CAPITAL CHANGES
Standard Oil of California/Chevron Corp.
134 shs Received in Kind
134 shs Received in 2 for 1 stock split
268 shs
32 shs Purchased
$ 11,842.25
.00
$ 11,842.25
1,119.65
$ 12,961.90
300 shs
Government Securities Income Fund
02/12/81 25 units Received
1981 Return of Capital
1982 Return of Capital
1983 Return of Capital
1984 Return of Capital
1985 Return of Capital
1986 Return of Capital
02/09/81
12/15/83
03/18/86
11/10/80
12/06/82
02/27/84
$ 18,423.50
432.00
398.75
901.25
685.50
1,050.75
939.50
$ 14,015.75
25 units
Municipal Investment Trust Fund 80 MPS
10 units Received
Return of Capital
Return of Capital
$ 7,208.50
351.80
23.30
$ 6,833.40
10 units
American Telephone ~ Teleqraph Company
316 shs Received
84 shs Purchased
400 shs
$ 15,405.00
5,040.00
9i 20,445.00
2,112.83
2,144.35
2,766.60
2,012.18
1,814.92
1,939.98
1,828.13
$ 5,826.01
Adjust by Divestiture of:
40 shs Ameritech
4D shs Bell Atlantic Corp.
40 shs 8ellSouth Corp.
40 shs NYNEX Corp.
40 shs Pacific Telesis Group
40 shs Southwestern 8ell
40 shs U.S. West, Inc.
400 shs
8ellSouth Corp.
02/27/84 40 shs Received American Telephone and Telegraph
Oivestiture
03/14/84 60 shs Purchased
100 shs
05/11/84 200 shs Received in 3 for 1 stock split
$ 2,766.60
5,721.74
$ 8,488.34
.00
$ 8,488.34
300 shs
. ..", -; -1 ,I o':r" 8J"'1
.,._~ .L....L 1.._
7
02/09/81
04/15/86
o7/15/fl5
02/12/81
03/05/85
o2/27/fl4
03/14/84
03/31/85
Municipal Investment Trust Fund 88th
10 units Received in Kind
Return of Capital
Return of Capital
!Ii 7,555.20
21.10
28.20
$ 7,505.90
10 untis
8rooklyn Union Gas Company
200 shs Received in Kind
200 shs Received in 2 for 1 stock split
$ 4,200.00
.00
400 sl1s
Bell Atlantic Corp.
40 shs Received American Telephone and Tele9raph
Divestiture
60 shs Purchased
100 shs
100 shs Received in 2 for 1 stock split
$ 4,200.00
200 shs
$ 2,1114.35
4,341.79
$ 5,486.14
.00
$ 5,485.14
Pacific Telesis Group
02/27/84 40 shs Received American Telephone and Tele9raph
Divestiture
03/14/84 60 shs Purchased
100 shs
05/12/85 100 shs Received in 2 for 1 stock split
02/27/84
03/14/84
05/12/85
12/18/80
12/18/80
01/09/81
12/24/81
05/07/82
12/23/82
04/21/83
06/01/83
08/17/83
12/23/83
12/23/83
05/04/84
OS/25/84
12/17/84
o6/o7/fl5
05/07/85
06/07/85
$ 1,814.92
3,348.51
$ 5,153.53
.00
$ 5.153.53
200 shs
US \Jest, Inc.
40 shs Received American Telephone and Telegraph
Divestiture
60 shs Purchased
100 shs
100 shs Received in 2 for 1 stock split
$ 1,828.13
3,544.70
$ 5,472.83
.00
$ 5,1172.83
200 shs
INCOME RECEIPTS
Interest, New York Telephone Company Rond
Interest, Savin9s Account 20-008132-1, Metropolitan
Savings Bank
Interest, Account 030107-00295513, United Mutual Savings 8ank
Estate of Henry Maier
Estate of Henry Maier
Estate of Henry Maier
Estate of Henry Maier
Estate of Henry Maier
Internal Revenue Service, refund overpayment 1982 taxes
Internal Revenue Service, overpayment 1982 taxes
TU\J Henry Maier
Dividend, Ameritech
TU\J Henry Maier
TU\J Henry ~laier
TU\J Henry Maier A
TU\J Henry Maier B
Estate of Henry Maier
$ 225.00
...;.j.:
'"
i.....r.
852
553.13
87.00
10,000.00
2,500.00
15,000.00
4,000.00
7,927.64
5,116.00
215.04
15,000.00
150.00
10,000.00
20,000.00
3,052.07
3,925.77
1,387.58
.L .!..l.
8
06/20/85
06/20/85
09/25/85
09/25/85
01/14/86
01/14/86
06/06/86
06/06/86
06/10/86
06/10/86
TUIJ Henry Maier A
TI/lJ Henry Maier A
TUIJ Henry Maier A
TUW Henry Maier 8
TUW Henry Maier A
TUW Henry Maier g
TUW Henry Maier A
TlJW Henry Maier 9
TUW Henry Maier A, balance 1985 Income
T~J Henry Maier B, balance 1985 Income
Dividends Municipal Investment Fund, 12/2/80 to 1/23/B1
Dividends Burlington Northern Inc., 12/2/80 to 6/1/81
Dividends Burlington Northern Inc., Pfd., 12/2/BD to 6/1/81
Dividends United Technologies Co., 12/1D/BD to 3/12/81
Dividends Standard Oil of California/Chevron, 12/15/80 to
6/10/B6
Dividends IBM Corp., 12/15/BO to 6/10/B6
Dividends TennecD, Inc., 12/15/BD to 6/10/86
Social Security, 12/1B/BO to 7/7/B6
Dividends Conoco, 12/18/80 to 7/3D/B1
Dividends Honeywell, Inc., 12/18/BO to 3/17/B1
Dividends FMC Corp., 12/30/80 to 7/20/84
Dividends Great Northern Iron Ore, 12/31/80
Dividends Kennecott Corp., 12/31/80 to 6/22/81
Dividends Kansas City Southern, 1/5/81 to 5/11/81
Dividends Pennsylvania Power & Light Co., 1/5/81 to 7/8/86
Dividends Municipal Investment Trust 88th, 2/18/B1 to 8/15/86
Dividends U.S. & Foreign Securities, Inc., 1/5/81 to 5/11/81
Dividends RCA, $2.125 Pfd., 1/5/81 to 9/10/85
Dividends RCA, $3.65 Pfd., 1/5/81 to 4/30/85
Dividends American Telephone & Telegraph, 1/5/81 to 8/4/86
Refunds, Medicare, Blue Cross/Blue Shield, 1/9/81 to 6/10/B6
Dividends Safeway Stores, Inc., 1/9/81 to 5/11/B1
Oividends ITT, 1/9/81 to 7/7/86
Dividends Municipal Investment Trust 121, 2/2/B1
Northwestern Mutual Cife Annuity, 2/2/B1 to 7/7/86
Interest, Hydro-Quebec Deb., 9.75%, B/1/05
Dividends Municipal Investment Trust Fund 80th, 2/18/81
to 8/15/86
Dividends Government Securities Income Fund, 2/23/81 to
7/24/86
Interest, New York Telephone & Telegraph, 7.5%, 3/1/09;
3/2/81 to 3/3/86
Dividends The Southern Co., 3/9/81 to 3/7/83
Dividends American Electric Power Co., 3/12/81 to 6/10/81
Dividends MAPCO, 3/12/81
Dividends Texaco, Inc., 3/12/81 to 6/10/86
Interest, Hydro-Quebec Deb., 9.25% 3/15/95; 3/16/81 to 6/12/86
Dividends Union Electric Co., 3/31/81 to 4/2/84
Dividends GTE Corp., 4/1/81 to 7/1/86
Dividends Middle South Utilities Inc., 4/1/B1 to 4/1/B2
Interest, Indiana Bell Telephone Co. Deb., 5.50% 4/1/07;
4/3/81 to 5/11/81
Interest, Pennsylvania Power Co., 8% 10/01/01; 4/3/81 to
5/11/81
Interest, New Jersey Housing Finance Agency 5.90% 11/1/09;
5/1/81 to 5/1/86
"."9 ~ "1 P'"f 8t:"3
...~_. -1..1.. Il", ~
5,000.00
5,000.00
5,000.00
5,000.00
8,000.00
5,000.00
5,000.00
5,000.00
3,808.67
2,726.96
101.40
93.75
10.32
34.50
3,790.80
15,505.00
4,3Fl6.00
30,029.30
370.00
30.00
1,905.00
62.50
7B.75
105.0Fl
1,381.00
3,810.20
91.16
731.06
1,149.84
7,347.80
2,344.57
78.00
3,633.00
148.15
14,142.00
2,925.00
3,341.50
10,689.00
9,487.50
1,399.87
4,923.27
4.50
5,905.00
2,652.95
519.00
4,196.00
1,431.50
165.76
241.11
3,245.00
Dividends Broo~lyn Union Gas Co., 5/1/81 to B/4/06
Interest, NeLl York Telephone Co. 9% 5/1/1l1; 5/11/81 to
5/11/81
Interest, NeLl Yor~ Housing Finance Agency 4.75% 11/1/92;
5/5/81 to 5/1/86
Interest, American Telephone & Telegraph 8.80% 5/15/05;
5/15/81 to 5/20/86
Dividends SCA Services, Inc., 5/18/81
Interest, American Telephone & Telegraph Deb. 7.125%
12/1/2003; 6/1/81 to 6/2/86
Interest, New York Housing Authority 3.25% 1/1/96;
6/30/81 to 7/24/86
Interest, U.S. Treasury 80nd 4.25% 8/15/92; 8/24/81 to
2/15/86
Interest, Allegheny County Hospital 9.75% 2/1/86; 7/30/82
to 2/7/86
Interest, Fed Fund 2/5/82 to 8/4/86
Dividends Texas Utilities Co., 7/1/83 to 1/3/84
Interest, Red ~ion School District 6.50% 11/15/87;
5/16/83 to 5/20/86
Interest, Temp Fund 7/5/83 to 8/4/86
Dividends 8ell Atlantic Corp., 5/7/84 to 8/4/86
Dividends 8ellSouth Corp., 5/4/84 to 8/4/86
Dividends Pacific Telesis Group, 5/4/84 to 8/4/86
Dividends Southwestern Bell Corp., 5/3/B4 to 8/4/86
Dividends U.S. ~est, Inc., 5/2/B4 to 8/4/86
Interest, FNMA 11.55% 11/10/87; 5/13/B5 to 5/19/86
Interest, Mortgage Participations 12/2/BD to B/15/B6
3,190.00
233.75
1,306.25
2,420.00
5.00
1,959.43
2,681.25
10,048.20
5,748.44
4,384.79
825.00
2,058.34
6,411.72
1,680.00
2,076.00
1,416.00
1,480.00
1,416.00
4,355.31
10,623.68
$ 355,4B2.26
Total Income Receipts
11/21/80
11/21/80
11/26/80
12/08/80
12/08/BO
12/10/80
12/16/80
12/16/80
01/14/81
02/02/81
03/13/B1
04/0B/81
04/14/81
04/20/81
04/20/B1
04/30/81
04/30/B1
05/11/81
05/15/81
OS/20/81
INCOME DISBURSEMENTS
$
10.00
20.00
3.00
10.00
12.00
3.00
10.00
30.00
22.00
1.50
784.20
10.00
460.37
Morgan Guaranty Trust Co., stoc!< transfer fee
Register of ~ills, certified copies of Appointment
Chemical Ban~, stoc~ transfer fee
Bank of Montreal Trust Co., stock transfer fee
Bradford Shareholder Services, Inc., stock transfer fee
Notary fees
Mimi Arendt, Christmas gift
Erna Kasabach, Christmas gift
John I. Gilson, ODS
Notary fees
Jane Laffey, reimbursement for expenses
Erna Kasabach, birthday gift
Pennsylvania Department of Revenue, 1980 Income tax due
Seaboard Surety Co., bond premium to replace Southern Co.
lost certificate
Notary fees
IRS, FICA taxes
Pennsylvania Unemployment Compo Fund, Employers Quarterly tax
M&Z Carpets, repairs to luggage
Mimi Arendt, birthday gift
S.C. Boyer, jewelry appraisal
27.B4
9.00
131.67
35.00
10.28
10.00
10.00
~:~~;':
i.l1 PLot 8;j4
10
OS/26/81
06/29/81
06/29/81
07/23/81
07/30/81
08/10/81
08/17/81
10/25/81
10/25/81
11/15/81
12/16/81
12/15/81
01/25/82
01/25/82
01/25/82
01/25/82
02/19/82
03/10/B2
03/12/82
03/31/82
03/31/82
04/13/82
04/13/82
05/04/82
OS/24/82
07/13/82
07/15/82
07/22/82
07/22/82
09/08/82
09/09/82
09/14/82
10/18/82
10/18/82
11/10/82
12/15/82
12/24/82
12/24/82
12/24/82
01/28/83
01/28/83
01/28/83
01/28/83
04/15/83
04/15/83
04/19/83
04/25/83
04/25/83
07/05/83
07/29/83
07/29/83
08/04/83
10/19/83
10/19/83
10/19/83
John I. Gilson, DDS
Internal Revenue Service, Employer's fluarterly tax
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Smith's Appliance & Electronic Center, television
Internal Revenue Service, tax due
Jane A.M. Laffey, reimbursement for expenses
8lanche ~Iood, birthday gift
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Internal Revenue Service, Employer's Quarterly tax
Jane A.M. Laffey, reimbursement for expenses
Haig Kasabach, Christmas gift
Erna Kasabach, Christmas gift
Internal Revenue Service, Unemployment tax
Internal Revenue Service, FICA
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Timex Corp., repairs of watch
Jane A.M. Laffey, reimbursement for expenses
Raymond J. Wiss, MD
John I. Gilson, DDS
Pennsylvania Department of Revenue, tax due
Internal Revenue Service, tax due
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Internal Revenue Service, FICA
Cathy Young, balance due
Jane A.M. Laffey, reimbursement for medical expenses
Masland Associates, Inc., consultation
Internal Revenue Service, tax due
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Internal Revenue Service, Employer's Quarterly tax
Blanche V. Wood, birthday gift
Raymond IJiss, DM
Jane A.M. Laffey, reimbursement for dental expenses
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Internal Revenue Service, FICA
John I. Gilson, DDS
Erna Kasabach, Christmas gift
Karen J. Laffey, gift
Stephen H. Laffey, gift
William and Jane ~affey, gift
Internal Revenue Service, FICA
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Robbins Flowers, balance due
Internal Revenue Service, FUTA
Pennsylvania Department of Revenue, tax due
Internal Revenue Service, tax due
John I. Gilson, DDS
Internal Revenue Service, FICA
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Stevens Mental Health Center, consultation
Internal Revenue Service, FICA
Pennsylvania Unemployment Compo Fund, Employer's Quarterly tax
Jane A.M. Laffey, reimbursement for expenses
John I. Gilson, DDS
Stevens Mental Health Center, balance due
Hersperger Associates, hearing aid
'::'11i--li P~,t 8:-)3
22.00
155.51
40.95
356.05
252.88
25.00
10.00
40.95
155.61
57.00
10.00
20.00
59.80
157.58
44.10
17.57
93.95
35.50
27.00
902.00
2,385.00
44.89
171.85
20.00
118.00
95.00
183.:\0
46.03
175.21
10.00
35.50
57.00
55.44
215.08
495.00
40.00
3,000.00
3,000.00
5,000.00
195.98
51.19
5.04
73.75
1,201.00
9,055.00
156.00
195.98
45.34
40.00
195.98
45.34
274.75
30.00
160.00
165.60
Jana A.M. Caffay, reimbursement for expenses
PennsYlvenia Unemployment Compo fund, Employer's Quartarly tax
Internal Revenue Sarvica, fICA
Jane A.M. laffey, reimbursement for expenses
Erna Kasabach, Christmas gift
Jane A.M. ~affey, reimbursement for expenses
Internel Revenue Service, form 942
Internal Revenue Sarvica, fUTA
PennsYlvania Unemployment Compo fund, Employar's Quarterly tax
Arlene EPPley, gift
Hersparger Associates, balance due
Karen J. laffay, gift
Stephen ~affey, gift
Jane A.M. laffey and William f. Laffey, gift
Internal Revenue Service, tax due
Pennsylvania Oapartment of Revenua, tax due
Jana A.M. ~affey, reimbursement for expenses
Jane A.M. ~afrey, reimbursement for expenses
Irving Shoes, balance due
John I. Gilson, DDS
Jane A.M. ~affe>', reimbursement for expenses
Internal Revenue Service, fUTA
Erna Kasabech
Internal Revenue Service, tax due
Pennsylvania Department of Revenue, tax due
Carlisle RadiDlogy Associates, balance due
John I. Gilson, DOS
Paul J. Creeden, MO
John I. Gilson, DOS
The Toe Truck, balance due
John I. Gilson, DOS
PennsYlvania Department Df Revenue, tax due
Internal Revenue Service, tax due
Notary fees
Accrued Interest purchase of Bankers Trust Co., Certificate
of Oeposit Notes 7.125% 5/1/90
The Toe Truck, balance due
Jane A.M. ~affey, reimbursement for expenses
United Church of Christ Homes, 12/2/80 to 7/8/86
MGM Pharmacy 12/18/80 to 1/0/82
United Telephone Co., 1/6/81 to 8/5/86
Arlene Eppley, wages and mileage 1/16/81 to 1/30/84
8lue Cross/8lue Shield, premiums 1/30/81 to 6/12/86
United Church of Christ Homes, Patient's fUnd 2/9/81 tD
4/10/86
John Mira, MO and Claire O. 80dner, MSIJ, services 2/9/81
to 6;/14/83
Belvedere Medical Corp., 2/26/81 to 7/16/86
Robert ~. Thompson, MO, 2/27/81 to 3/9/84
8evedere Medical Center Pharmacy, 1/14/82 to 6/23/86
CA Medical 9/15/82 to 1/6/83
Internal Revenue Service, quarterly estimates 4/15/82 to
6/13/86
Pennsylvania Department of Revenue, quarterly estimates
4/13/84 to 6/13/86
~
10/19/83
10/28/83
10/28/83
11/14/83
12/22/83
01/19/84
01/26/84
01/26/84
01/26/84
f 02/06/84
03/09/84
04/05/84
04/05/84
I 04/05/84
04/73/84
I 04/13/84
04/17/84
I 07/76/84
07/16/84
,I 07/16/84
01/70/85
I 02/01/85
, 02/15/85
i 04/76/85
! 04/16/85
06/24/85
09/25/85
10/11/85
01/24/86
03/06/86
03/10/86
04/15/86
04/15/86
OS/29/86
06/25/86
07/14/86
07/16/86
, ;:O~ C
..........
... <1 .,,- 8-"
1...l r .....t. .)0
12
692.25
63.47
215.57
35.00
30.00
414.00
215.57
92.13
65.08
250.00
40.00
5,000.00
5,000.00
10,000.00
883.00
1,536.00
540.00
355.50
44.00
30.00
78.00
9.90
40.00
1,796.00
147.16
2.96
110.00
12.00
25.00
29.00
356.00
64.00
3,723.00
6.00
613.54
20.00
271.30
111,935.30
823.63
1,128.23
16,462.25
2,538.30
1,500.00
1,635.00
938.00
307.00
3,194.37
13.25
35,1116.00
3,822.00
Mar~ Pin~er, OPM 4/17/84 to 2/10/86
Transferred tD Principal 12/24/81 to 7/3/85
Tax preparation fees 4/23/91 to 4/15/86
Farmers Trust Company
Reserved:
James R. Humer, Equire, attorney fee
Filing and Closing Costs
209.00
90,712.51
360.00
1/1,415.01
1,000.00
150.00
Total Income Disbursements
1; 351,554.%
Farmers Trust Company,
Estate of Sophie V. Maier,
An Incompete ~
by 'U.\L - , wJl.
Ja e F. ur~e, Vice President and
Trust Officer
Commonwealth of Pennsylvania )
County of Cumberland ) ss.
)
Jane F. Burke being duly sworn, deposes and says that the foregoing Account,
both as to the items of charge and discharge, is just and true to the best of her
knowledge and belief.
8urke, Vice President and
Trust Officer
Sworn and subscribep ~n
b~fo7. m~his /t'Ut day ,
o~??f.do.,.; 19.P (,
r~'.~'''~.\ .:-"~'~II ".~ 4
""", ,..., ~., '/ /'/'~
.:........ J.).., ~.tv/dL~
, ::::: "taI'}I' "'lie
. ";'u '-~ n' \.-..- - . ~ · :
::. ',,' '~~lliiley We, It!r}:NOi~R'! r " i,',
,"'.4'" _. . ...~ ~
, . (.o! My. Commie5iDo....J.Jp.lc~ Joly J.L . :I:~'
~;::.. ..~Crit.~.~p,,~':-\.' Cumberland COUllty
. '.,,1,. t.:.':' (I .. '.
. '.,..,.--. ','
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13
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.'
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'-.
..
COMMONWEALTH Of PENNSYLVANIA
DE,ARTMENT Of REVENUE
POST OffiCE lOX 11327
HARRISBURG.'A 1110S.8327
DECEDENT'S HAM!: (LAST, FIRST, AND ""IODlE INITIALI
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Maier
$OCIAL $feURITY NUMUR
So hie V.
TATE Of Of...TH
7/18/86
FILE NUMBER
21-80-630
DECEDENT'S COMPLETE ADDRESS
Thornwald Home
442 Walnut 80ttom Road,
COllnI1__ Cumber land
lid!.
04.
o 2.
040.
Supplemenlal Return
Future Inter.st Compromise
03.
05.
Remainder Return
Federal Estate Tax
Return Required
Tola1 Number of Sof. Deposit Boxes
Original Return
Umil.d estal.
_8.
Ii] 6. O.c.dent Died Testale 0 7. Oecedenl Maintained 0 living Trull
(Attach cop 01 Will) (Attach copy 01 Tru.t)
AU CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DI ECTED TO.
NAME COMPL 7~G RES
~eronis C. Caverly Farmers Trust
TElEPHONE NUM"R P. O. 80x 220,
243-3212 Carlisle, -PA
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1. Real E.tate (Schedule A) ( 1)
2. Stock. and Bond. (Schedule 8) ( 2)
3. C1o.ely Held Stock/Partnership Intere.t (Schedule C) (3)
A. Mortgage. and Note. Receivable (Schedule D) ( 4)
5. Cash, Bank Deposits & Miscellaneous Personal Property( 5)
(Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tronde" (Schedule G) (Schedule L)
8. Total Gross As,"els (tolallines 1-7)
9. Funarol bpenses, Administrative Costs, Miscellaneous ( 9)
Expen.e. (Schedule H)
10. Debts, Mortgage liabilities, liens (Schedule I)
11. T 0101 Deduction. (talalline. 9 & 10)
12. Net Value of Ellate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
1.01. Net Value Subject to Tax (line 12 minu.line 13)
15. Amount of line 14 toxable at 6% rate
(Include value. Iram Schedule K or Schedule M.)
16. Amount of line 1 A taxable at 15% rote
(Include volues from Schedule K or Schedule M.)
17. Principal tax due (Add lox from line 15 and from line 16.)
18. Credill Prior PO"ymenl' Discount
30,000.00 + 1,578.95
Car lisle
~,
'J'-
Company c::~
One West iijr9h
17013 F"'?
"T'
,""
.00
.-"-.--- --.-------
. . BE SURE TO ANSWER ALL QUESTIONS ON RlVERSE SIDE AND TO RECHECK MATH'" ...
Under Plnallie. of perjury, I declare thai I have examined Ihis return, including accompanyi s~hedu'" and slalemenls, and 10 the bllt of my knowledge and belief,
it i. true, correct and complele. I declare thai all real estole has been reparled allrue' m et value. Declaralion of preparer Olher Ihon the personal representative is
bosed..."on 011 information of which preparer has any knowledge. f;flIit .
XAi~' P'RSOtiSPONSTBinORfiTING iHijiN/.:::o .tfo,", - __n_: ~ri .ljYE", / . ~ ~ ~ .d - - OAT' -= --- -- --:-:--
\.....~. _'-'-~~"''''' \i~~~\.-.::'...::-;-.~t--'1'~',-*\==-- cttL(lf' ,,/h4.t/1f1ZP- -- --'(nlJ~___
SIGNATUR Of PAEPAREA OTHER THAN REPRESENTATIVE --'_A 0 US ' OATE~- t-
l J '
- ' --
057-38-0762
( 6)
(7)
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S
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...
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V
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0(
..
.00
454,205.78
.00
9,884.57
106,773.15
.00
.00
( 8)
(10)
34,2~7.09
243.96
(15)
536.322.45
(11)
(12)
(13)
(14)
x.06 =
(16)
.00
X .15 =
Interest
.00
19. If line 18 is greater .han line 17, enter the difference on lino 19. Thi. i. the OVERPAYMENT.
A.OCheck here If you ore reque.ting 0 refund of your overpayment.
20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE.
A. Enter the interest on th, balance due on line 20A.
B. Enter the toto I at line 20 ond 20A on line 208. This is the BALANCE DUE.
Make Check Payable to: Regl.'er of Will., Agent
(20)_
(20A)
(20B)
o:i
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'""n
St.-eet r.::!.,.,
" In:tl
-0 ....l"J
II'
.-
....
;;'i~;
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;e
~
570,863.50
34,541.05
536.322.45
.00
536,322.45
32.179.34
(17)
32.179.34
(18)
(1Q)
31 ,578.95
600.39
.00
600.39
....
'.
PLEASE ANSWER THE FOLLOWING QUEST~ONS BY PLACING A CHECK MARK (v') IN THE
APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................
b. retain the right to 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 on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? .................................................
3. Did decedent own an 'in trust for' bank account at his or her death?.....................
YES NO
x
x
x
X
X
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'IIV.I~:JlX" 1'''')
SCHEDULE "B"
STOCKS AND BONDS
COMMONWEALTlI OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
So hie V. Maier
All propwty Jolntly-owntd wllh RIghi of Survlvol'1hlp mUll b. dlICIQltd on Schedul. "F")
FILE NUMBER
21-80-630
ITEM
NUMBER
DESCRIPTION
1. $50,000 par U.S. Treasury 4k% 8/15/1987-92
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
Interest accrued on Item 1, from Feb 15, 1986 to July 18, 1986
$25,000 par FNMA 11.55% 11/10/87
Interest accrued on Item 2, from May 10, 1986 to July 18, 1986
$10,000 par New Jersey Housing Finance 5.90% 11/1/90
Interest accrued on Item 3 from May 1, 1986 to July 18, 1986
$15,000 par New York City Housing Auth. 3.25% 11/1/96
Interest accrued on Item 4 from June 1, 1936 to July 18, 1986
$5,000 par New York State Housing Auth. 4.75% 11/1/92
Interest accrued on Item 5 from May 1, 1986 to July 18, 1986
$10,000 par Red Cion School Auth. 6.5% 11/15/87
Interest accrued on Item 6 from May 15, 1986 to July 18, 1986
$5,000 par American Tel. and Tel. 7.125% 12/1/03
Interest accrued on Item 7 from June 1, 1986 to July 1, 1986
$5,000 par American Tel. and Tel. 8.8% 5/15/05
Interest accrued on Item 8 from May 15, 1986 to July 18, 1986
$50,000 par 8ankers Trust 7.125% 5/1/90
Interest accrued on Item 9 from May 1, 1986 to July 18, 1986
$23,000 par New York Telephone Co. 7.5% 3/1/09
Interest accrued on Item 10 from March 1, 1986 to July 18, 1986
$5,000 par Hydro-Quebec 9.75% 8/1/05
Interest accrued on Item 11 from Feb 1, 1986 to July 18, 1986
400 shs American Electric Power, common NYSE
400 shs American Tel. & Tel., common, NYSE
~ividend on Item 13 of $.30 per share declared 6/18/86, payable
on 8/1/86 of record 6/30/86
200 shs 8ell Atlantic Corp., common, NYSE
Oiuidend on Item 14 of $.90 per share, declared 6/18/86, payable
8/1/86 of record 6/30/86
300 shs 8ellSouth Corp., common, NYSE
Oiuidend on Item 15 of $.76 per share declared 6/23/86, payable
8/1/86 of record 7/10/86
400 shs 8rooklyn Union Gas Co., common, NYSE
~ividend on Item 16 of $.405 per share declared 6/25/86, payable
8/1/86 of record 7/8/86
300 shs Chevron Corp., common, NYSE
300 shs GTE Corp., common, NYSE
300 shs ITT Corp., common, NYSE
700 shs 18M, common, N'SE
200 shs Pacific Telesis Corp., NYSE
~ividend on Item 21 of $.76 per share declared 6/27/87, payable
8/1/86 of record 7/8/86
100 shs Pennsylvania Power & Cight, common, NYSE
100 shs Southwest 8ell, common, NYSE
Oiuidend on Item 23 of $1.60 per share, declared 6/27/86, payable
8/1/86 of record 7/10/86
300 shs Tenneco Inc., common, NYSE
TOTAL (Also enter on line 2. Recapitulation)
(If more ,p.c. I' nMd~ Ins.rt .ddltlon.l ,hHt' of ..m. ,Ize)
VALUE AT DATE
OF DEATH
50,000.00
903.13
26,391.43
545.41
7,737.50
127.83
10,556.25
24.38
4,387.50
51.46
10,000.00
113.75
4,340.63
47.50
4,965.63
77.00
49,312.50
771.87
18,630.00
661.25
5,000.00
227.51
11,550.00
9,475.00
120.00
13,975.00
180.00
17,756.25
228.00
10,325.00
162.00
10,950.00
16,593.75
15,900.00
92,181.25
11,112.50
152.00
3,612.50
10,281.25
160.00
11,906.25
$ 454 205.78
Sophia V. Maier 21-BO-630
SCHEDUCE "B" Stocks and Aonds
25.
26.
400 shs Texaco Inc., common, NYSE
200 shs U.S. West, Inc., common, NYSE
11,BOO.OO
10,912.50
R.EV.l~Qa 'EX+ '(7-131
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Sophie V. Maier
(All propeny Jolntly-owned with th. Right of Survivorship mutt b. dltclo.ed on Schedul. uF".
FILE NUMBER
21-80-630
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
DESCRIPTION
VALUE AT
DATE OF DEATH
55,298.57
225.68
2,074.71
111.45
Principal cash (money market fund), Farmers Trust Company, Gdn.
Interest accrued to date of death on Item 1
Income cash (money market fund), Farmers Trust Company, Gdn.
Interest accrued to date of death on Item 2
Unused reserve from Guardian Account (amount reserued to cover
costs of filing First and Final Account and closing Guardian
account)
25 units Government Security Inc. Fund G.M.N.A.
Dividend payable on Item 4, ex 7/17/86
10 units Municipal Investment Trust, 80th monthly payment series
1D units Municipal Investment Trust, 88th monthly payment series
Refund, United Telephone Company
Refund, United Church of Christ Homes
Refund, 8elvedere Medical Center
Refund, Resident's account, Church of Christ Homes
Refund, Capital 81ue Cross, premium
Refund, D.C. 8lack, Physical Therapist
Income accrued to date of death, Henry Maier Marital Trust
Income accrued to date of death, Henry Maier Residuary Trust
60.00
18,567.50
140.75
8,192.S0
8,566.00
12.66
908.34
15.00
125.71
94.20
72.00
6,826.10
5,481.98
,./
TOTAL (Also enter on line 5. Recapitulation)
$ ~06, 773.15
Of more .pee. I. nMded In..n .ddltlona' .hlNt. at ..m. .1:r.1
I
I
I
I
i
I
I
. i
,
. .
REV-1512 EX. (7.83)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
Sophie V. Maier
FILE NUMBER
21-80-630
ITEM
NUMBER DESCRIPTION
AMOUNT
1. Mobile X-Ray Services, balance due
2. 8MC Pharmacy, balance due
3. D.C. Black, PT, balance due, physical therapy
4. 8elvedere Medical Center, balance due
102.50
49.46
90.00
2.00
TOTAL (Also enter on line 10, Recapitulationl
$
243.96
Of more 'P8ce I, needed In.ert addltlona' Ih..u of sarna ,Ize)
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
ESTATE OF SOPHIE V. MAIER
NO. 21 -86-
FAMILY SETTLEMENT AGREEMENT
This Family Settlement Agreement executed this ____ day of
, 1986, by and between JANE ANN MAIER LAFFEY, only child and
income beneficiary under the Last Will and Testament of Sophie V. Maier,
deceased, STEPHEN HENRY LAFFEY and KAREN JANE LAFFEY, grandchildren of
Sophie V. Maier, and the sole remaindermen of the Trust established under
the will of Sophie V. Maier, individually, and FARMERS TRUST COMPANY of
Carlisle, Pennsylvania, WITNESSETH:
WHEREAS, Sophie V. Maier died on July 18, 1986, having first made
her Last Will and Testament dated December 5, 1960, in which she disposed
of her property as follows:
"FIRST: I do not hereby exercise any power of appointment
given me under the last Will and Testament of my husband, Henry
Maier.
SECOND: I direct that all my just debts and funeral expenses
shall be paid as soon after my decease as may be practicable.
THIRD: I give and bequeath to my husband, HENRY MAIER, all
my tangible personal property and/or interest therein wheresoever
situated which is used, adapted or intended for personal or
household use, pleasure, adornment or transportation. In the
event my said husband does not survive me, I give and bequeath the
same to my daughter, JANE ANN LAFFEY. The foregoing gifts and
bequests do not include any cash, stocks, bonds, notes, securities
or evidences of indebtedness.
fOURTH: I give and bequeath the sum of One thousand
($1,000.) Dollars to my sister, MRS. ALLI KOER8ER, if she is
living at my death.
fIfTH: I give, devise and bequeath all the rest, residue and
remainder of my estate to my Trustee hereinafter named, IN TRUST
NEVERTHELESS, to hold and to invest and keep invested the same and
to pay all the net income therefrom annually or at more frequent
intervals to my daughter, JANE ANN LAffEY, during her life.
I give to my said daughter the power to appoint by her Last
Will and Testament all or any part of the corpus of the trust
hereinabove created for her benefit to her issue or such of them
and in such shares or proportions as she may designate in her Last
Will and Testament.
I hereby empower and authorize my said Trustee to pay to or
for the use and benefit of my said daughter and/or to or for the
use and benefit of my said daughter's children, out of the
principal of said trust so much thereof as, in the sole and
uncontrolled discretion and opinion of my said Trustee, shall be
necessary for her and/or their care, comfort, maintenance,
education and support in the manner to which she and/or they have
been accustomed.
On the death of my said daughter and in the event she has
failed to exercise the above power of appointment, I give, devise
and bequeath so much of the corpus of the trust herein created as
shall remain unappointed, to the issue of my said daughter living
at her death in equal shares per stirpes.
SIXTH: In the event my said daughter does not survive me, I
give, devise and bequeath all the rest, residue and remainder of
my estate to the issue of my said daughter living at my death in
equal shares per stirpes or, if there be no such issue then
11 ving, to my husband, HENRY MAIER."
WHEREAS, by the SEVENTH article of her Last Will and Testament,
Sophie V. Maier, named her husband, Henry Maier, Executor and Trustee of
said will and nominated the Chase Manhattan Bank as Executor and/or Trustee
if Henry Maier should fail to qualify, and
WHEREAS, Henry Maier died on November 5, 1980, and the Chase
Manhattan 8ank had previously informed SOphie V. Maier by correspondence
dated August 4, 1976, and February 1, 1977, that it would not qualify in
the absence of a provision in her will that assured the bank of increased
fees in accordance with the bank's minimum fee schedule, which fees are
substantially in excess of the fees currently proposed by Farmers Trust
Company which has served as Guardian of the Estate of Sophie V. Maier since
November 3, 1980, and the Chase Manhattan 8ank sUbsequently returned the
Last Will and Testament of Sophie V. Maier to her on August 7, 1978,
thereby effectuating its renunciation as Executor and Trustee, and
WHEREAS, Sophie V. Maier, because of several years of mental and
emotional instability, was adjudged incompetent by the Court of Common
Pleas of Cumberland County on November 3, 1980, and Farmers Trust Company
of Carlisle, Pennsylvania, was appointed Guardian of her estate in
proceedings at No. 630 Orphans' 1980, and
WHEREAS, Farmers Trust Company, Guardian as aforesaid, has
faithfully performed its obligations of guardianship and has filed its
Firat and Final Account in the estate of Sophie V. Maier with the Court of
Common Pleas of Cumberland County, Pennsylvania, on Sep~ember 12, 1986.
NOW THEREFORE, the parties hereto intending to be legally bound
hereby mutually agree as follows:
1. That the parties hereto and each of them do mutually
agree that the Last Will and Testament of Sophie V. Maier, dated
December 5, 1960, shall be effectuated without the necessity of
probate and by the means of this Family Settlement Agreement.
2. That the parties hereto, and each of them, agree that
Jane Ann Maier Laffey and Farmers Trust Company shall serve
jointly as the personal representatives of the estate of Sophie V.
Maier, and administer her estate in accordance with articles FIRST
through SIXTH and EIGHTH through SIXTEENTH of the Last Will and
Testament of Sophie V. Maier deceased so far as they are material,
and
3. That the parties hereto, and each of them, agree that
Jane Ann Maier Laffey and Farmers Trust Company shall serve
jointly as Trustees of the trust established in article FIFTH of
the Last Will and Testament of Sophie V. Maier until the death of
Jane Ann Maier Laffey, at which time the corpus of the trust is to
be distributed in equal shares to Jane Ann Maier Laffey's issue
per stirpes as provided in that article. All compensation payable
both as Personal Representative and as Trustee shall be paid to
the corporate fiduciary.
~. That this instrument is a full and final Family
Settlement Agreement by and among the parties hereto, both
fiduciary and individual, all of the same having been arrived at,
concluded and executed after a full and complete disclosure of the
assets of the said estate and the rights of the parties therein
and thereto and all of the parties hereto, and each of them,
agrees to abide by the terms hereof.
5. That the parties hereto, and each of them, agree that
they will at all times in the future and whenever necessary,
appropriate or convenient, make, execute and deliver to the said
personal representatives, trustees, and/or to the other party or
pers~ns, any and all instruments, documents, conveyances, deeds,
releases or other instruments of any kind necessary or convenient
to carry out the intention of this Agreement and/or to permit,
assist and enable the personal representatives and trustees to
fulfill their duties with reference to the said estate and all of
the assets thereof.
6. That this Agreement constitutes the entire understanding
among the parties hereto, an~ each of them acknowledges that no
representations or statements of any kind, written or oral, have
been made to them or any of them prior hereto by either of the
personal representatives or by any other person or party upon
their behalf.
7. That this Agreement shall enure to the benefit of ,and
shall be binding upon, the parties hereto, and each of them, and
their heirs, personal representatiues, successors and assigns.
IN WITNESS WHEREOF, the parties hereto have hereunto set their
respecti~e hands and seals, and FARMERS TRUST COMPANY has caused this
Agreement to be executed by its duly authorized corporate officers, the day
and year first above written.
(SEAL)
Jane A. M. Laffey
ATTEST:
FARMERS TRUST COMPANY
By
Dennis C. Caverly
Senior Vice President and
Trust Officer
(SEAL)
Stephen H. Laffey
(SEAL)
Karen J. Laffey
IN THE COURT OF COMMON PLEAS OF CUM8ERLANO COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF SOPHIE V. MAIER, AN INCOMPETENT
LATE OF CARLISLE, CUM8ERLAND COUNTY, PENNSYLVANIA
SCHEDULE OF PROPOSED OISTRI8UTION
8alance for distribution as per First and Final Account filed
September 12, 1986
DISTRIBUTION:
To Estate of Sophia V. Maier:
50M par U.S. Treasury 80nd 4.25% B/1S/92
25M par FNMA 11.55% 11/10/87
5M par American Telephone & Telegraph Deb. 7.125%
12/1/2003
5M par American Telephone & Telegraph Deb. 8.80%
5/15/20DS
50M par 8ankers Trust Co., Certificate of Deposit Note
7.125% 5/1/90
23M par New York Telephone Co., 7.50% 3/1/2009
5M par Hydro-Quebec Deb. 9.75% 8/1/2005
10M par New Jersey Housing Finance Agency 5.90% 11/1/2009
15M par New Jersey Housing Authority 3.25% 1/1/96
5M par New York State Housing Authority 4.75% 11/1/92
10M par Red Lion School District 6.50% 11/15/87
25 units Government Securities Income Fund
10 units Municipal Investment Trust Fund 80 MPS
10 units Municipal Investment Trust Fund 88 MPS
400 shs American Electric Power Co.
400 shs American Telephone & Telegraph Co.
200 shs 8ell Atlantic Corp.
300 shs 8ellSouth Corp.
400 shs Brooklyn Union Gas Co.
300 shs Chevron Corp.
300 shs GTE Corp.
300 shs ITT Corp.
700 shs International Bus Machine Corp.
200 shs Pacific Telesis Group
100 shs Pennsyluania Power and Light Co.
100 shs Southwestern 8ell
300 shs Tenneco, Inc.
400 shs Texaco, Inc.
200 shs U.S. West, Inc.
Principal Cash
Income Cash
Total for Distribution
~i5t.\ ill mt 858
$ 420.536.53
$ 42,250.00
2S,000.00
2,956.25
3,512.50
48,80B.00
13,38S.00
3,500.00
6,137.50
7,944.00
3,047.13
10,000.00
14,015.75
6,833.40
7,505.90
6,518.47
5,826.01
6,486.14
8,488.34
4,200.00
12,961.90
9,812.50
8,887.50
46,550.00
5,163.53
1,725.00
5,559.99
12,369.27
16,328.08
5,472.83
65,364.24
3.927.30
$ 420.536.53
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed because Sophie V. Maier died July
18, 1986.
STATE OF PENNSYCVANIA
COUNTY OF CUM8ERLAND
)
)
SS:
Jane F. Burke, being duly sworn according to law, deposes and says that she
is Trust Officer of Farmers Trust Company, the Accountant in the Estate above
named, and that the facts set forth in the Statement of the Reasons for the
Proposed Distribution are true and correct.
President and Trust Officer
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ESTATE OF
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SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea.e Print or Type
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Sophie V. Maier
21-80-630
ITEM
NUMBER
A. Funeral Expen...:
1.
2.
3.
B.
1.
2.
3.
4.
C.
1.
2.
3.
DESCRIPTION
AMOUNT
Ewing 8rothers Funeral Home
Jane M. Caffey, reimbursement, lettering on monument and flowers
Jane M. Caffey, reimbursement, funeral meal and travel
4,845.00
282.90
258.15
Administrative Cas..:
Personal Representative Commissions Farmers Trust COmllany/Jane M. Caffey
Social Security Number 01 Personal Repre.entative: 50% each
Year Commissions paid 23-0570420 & 133-16-8742
20,917.26
Attorney Fees
7,500.00
None
Family Exemption
Claimant
Address of Claimant at decedl!nt's death
Relationship
Street Address
City
State
Zip Code
Probate Fees Register of \Jills, Cetters of Administration
192.50
Miscellaneous Expenses:
Cumberland Caw Journal, advertising Cetters of Administration
The Evening Sentinel, advertising Cetters of Administration
Miscellaneous closing and filing costs
25.00
26.28
250.00
TOTAL (Also enter on line 9. Recapitulation)
$
34,297.09
(If more .pac. I, n..d.d, 1n,.rt additional .h..h af lam. ,b.)
REV. IS47EX (12-86)
\ COIr,IMO~Vo'U.1.TH or PENNsmAN1L .1..\ . . 'l.. NOTICE OF INHERITANCE TAX \
O,"""EN' 0' ""hOr " . . ACN 101
BU'EAU 0' ..o"'ou., '<xES ~.~;. .'~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX "" . OF DEDUCTIONS, AND ASSESSMENT OF TAX
.... HLRRlseURG. p:, "'O!l.(!J27 I DATE
~ ESTATE OF MAIER SOPHIE V FILE NO. 21 80-0630
DATE OF DEATH 07-18-86 COUNTY CUHBERL.fjND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS.
AGENT II .
DENNIS C CAVERL.Y
FARMERS TRUST COMPANY
PO BOX 220
CARL. I SL.E PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
..-
I
I
'""' .
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS - nr CXl ::J
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Cr::!- - - :-J - - i~~ - .
NOTICE DF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO~BSESS~ OF'''AX
REV. IS47EX (12-86) ~,~ .". ~~8
.M:\:, -:l ,,.Pl
ESTATE DF MAIER SOPHIE V FILE NO.21 80-0630 ACN 101 ~::DATEWl3-30"a7
-' Co
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
, Q. Debts/Mortgage liabilitIes/Liens (Schedule I)
1 " Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental 8eCluests (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14. 15 and/or 16
reflect figures that Include the total of.ALL returns assessed
ASSESSMENT OF TAX:
\ 5. Amount of line 14 taxable at 6% rale
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
TOTAL T AX CREDIT
BALANCE OF TAX DUE
INTEREST
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCUL,\TION U
OF ADDITIONAL INTEREST I TOTAL 0 E 1,578.95
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDlr' (CRl, NO PAYMENT IS REQUIRED)
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule 01
5. Cash/Bank DepOSits/Misc. Personal Property (Schedule El
6. JOintly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
PAYMENT
DATE
10-20-86
02-23-87
RECEIPT
#
DISCOUNT (-)
INTEREST H
229121
263572
\
I
PAYMENT MUST BE MADE BY
04-18-87-.
) CHANGED
-r.
~
( t) .00
( 2) 454,205.78
( 3) .00
( 4) 9,884.57
(S) 106,773.15
( 6) .00
( 7) .00
( B)
570,863.50
( 9)
(10)
34,297.09
243.96
34.541.05
536,322.45
.00
536,322.45
(11)
(12)
(13)
(14)
and 17 wl11
to date.
(15)
(16)
536.322.45
.00
x.06=
X.15=
117)
32,179.34
.00
32,179.34
AMOUNT PAiD
.00
.00
30,000.00
600.39
. 9
1,578.95
.00
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- If any future Interest in the estate is
transferred in possession or enjoyment to Class B Icollateral) beneficiaries of the decedent after tho expiration of any estate
for life or fo.r years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest
PURPOSE OF
NOTICE:
Inheritance and Estate Tax Ac~ Act 255 of 1982 (72 Pa C.S.
PAYMENT:
To fulfill the requirements of Section 1740 of the
Section 17 4 0).
Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is listed on page 11 of the booklet. "Instructions for Inheritance Tax Return for a Resident
Decedent"
--Make check or money order payable to: REGISTER OF WILLS, AGENT.
All payments received shall first be applied to any interest which may be due, with any remainder applied to the tax.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (Form R~V-1313). Applications are available at the Office
of the Register of Wills, any of the 24 Revenue District Offices, or from the Department's Forms Service Unit 24
hour Forms Ordering telephone tines in Harnsburg - (717) 787-6094. in Philadelphia - (2151 351-2065,
or In Pittsburgh - (412) 565-3601.
REFUND (CR):
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of
tax (including discount or interest) as shown on this Notice may Object within sixty (60) days of receipt of thIS
Notice as follows:
--by written protest to the Department of Revenue. Board of Appeals, P.O. Box 84BO, Harrisburg. PA 17105-8480 OR
--by election to have the matter determined at the audit of the account of the personal representative OR
--by appeal to the Orphans' Court
ADMIN-
ISTRA TIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue. Bureau
of Individual Taxes. P.O. Box 8327. Harrisburg. PA 17105-8327. ATTN: Post Assessment Review Unit
(7171 787-6505.
See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation
of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent 15%) discount of
the tax paid is allowed.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (U day from the date of
death. to the date of payment Taxes which became delinquent before January " 1982 bear interest at the rate of six
(6%) percent per annum calculated at a daily rate of .000164. All taxes which became Ctelinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar yeilr to calendar year with that rate
announced by the Pennsylvania Department of Revenue. The applicable interest rates for 1982 through 1987 are:
Year Interest Rate Daily Interest Factor Year Inlerest Rate DailY Interest Factor
1982 20% .000548 1985 13% .000356
1983 16% .000438 1986 10% .000274
1984 11% .000301 1987 9.' .000247
"
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an Interest calculation to fitleen (5) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice.
additional interest must be calculated.
I;J.. -dodl-I(..
REV-73B EX (12-88) .
ca."aN'E."" OF ,,"SYLv'''' NOTICE OF OETERMINATION ANO ACN 202
::'.~"::' ~":;::"I.." ~. ~' . M"'~~ " ,,_~,m"
DEPT. 280601 ,\'"!o ~ ESTATE TAX BASED ON FEDERAL
HARRISBURC. PA 17128.0601 CLOSING LETTER DATE
ESTATE OF MAIER SOPHIE V FILE NO. 21 80-0630
DATE OF DEATH 7- COUNTY UMBERLAND
NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMEhT
TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT".
REMIT PAYMENT TO:
~
DENNIS C CAVERLY
FARMERS TRUST COMPANY
PO BOX 220
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
\ Amount Remitted
~l,!-r _A.!-9~~ _ ~Hl~ .!-!I'!E_ _ _ _ ~ _ _ _ _ F!.EJ ~~N_ I,.Q~~~ _PP!'lJ~O_N_ rQ~ _Y_O!J.!'l_ ~II,.~~ - - - - -~- - - - - - - - - - - -
REV-73B EX (12-88) __NOTICE OF DETERMINATION ANO ASSESSMENT
OF PENNSYLVAIA ESTATE TAX BASEO ON FEOERAL CLOSING LETTER--
ESTATE OF MAIER
SOPHIE
V FILE NO.21 80-0630
ACN 202
DATE 10-02-89
ESTATE TAX DETERMINATION
36,480.09
1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interestl
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interestl
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7. Additional Pennsylvania Estate Tax Due
30,600.39
.00
30,600.39
5,879.70
5,879.70
.00
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TAX CREDITS:
PAYMENT
DATE
AMOUNT PAle> .
RECEIPT
NUMBER
INTEREST (-)
TOTAL TAX CREDIT
BALANCE OF TAX OUE
INTEREST
TOTAL OUE
.00
.00
.00
.00
. IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE OUE IS LESS THAN $1 OR IS REFLECTED AS A "CREOIT" ICR), NO PAYMENT IS REQUIRED)
IN RE: MATTER OF SOPHIE V. MAIER,
also known as EADY MAIER,
Deceased
REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. ;?/~ go - t.3o
DECREE DENYING PETITION FOR
PROBATE AND GRANT OF LETTERS
AND NOW, this ';/3.>JJ day of S,n.-G,,...},.. ,1986, the undersigned, Register of
I
Wills of CUmberland County, upon consideration of the Petition for Probate and Grant of
Letters filed by Petitioner, Jane A. M. Laffey, and upon review and consideration of a
writing purporting to be the Last Will and Testament of Sophie V. Maier, dated December
5, 1960, it is hereby ordered and directed that the Petition for Probate and Grant of
Letters for Administration C.T.A. is denied for the following reasons:
1. Pursuant to Item SEVENTH of the writing purporting to be the Last Will and
Testament of SOl?hie V. Maier, dated December 5, 1960, The Chase Manhattan
Bank is nominated and appointed by the decedent as the Executor and Trustee
in the event that the decedent's husband, Henry Maier, predeceased the
decedent. Based on the information provided in the above-described Petition for
Probate and Grant of Letters the said Henry Maier predeceased the decedent,
accordingly, pursuant to the terms of the above-described writing, The Chase
Manhattan Bank is therefore the nominated and appointed Executor of the
estate.
2. The Probate, Estate and Fiduciary Code mandates that the Register grant
letters to the Executor designated in the Will.
3. The letter dated August 7, 1978, attached to the above-described Petition for
Probate and Grant of Letters from George C. Whiteley, Ill, Second Vice
President, The Chase Manhattan Bank, N.A., addressed to Mr. and Mrs. Henry
Maier, is not in either form or substance a renunciation of the right of The
Chase Manhattan Bank, N.A., to act as Executor or Trustee under the terms of
the above-described writing.
cc: Jane A. M. Laffey, Petitioner
,-
SIXTH: In the event my said daughte~ docs not su~vive me, I
give, devise and bequeath all the ~est, ~eoidue and ~emainde~ of
my estate to the issue of my naid daughte~ living at my death in
equal sha~es pe~ sti~pes C~, if thel'D be no ouch issue then
living, to my husband, IIENIlY MAIEIl."
WHEREAS, by the SEVENTII ol'tlclo of hOl' I.not Will and Testament,
Sophie V. Maie~, named ho~ husband, lIon~y Mul 01', Executo~ and T~ustee of
said will and nominated the ChanD MllnhatLan Ilank as Executo~ and/o~ T~ustee
if Hen~y Maie~ should fail to quail fy, and
WHEREAS, Hen~y Male~ died on Novemh,,~~, 1980, aad the Chase
Manhattan Bank had p~eviously Info~med :JophllJ V. MaIe~ by co~~espondence
dated August ~, 1976, and I'eb~un~y 1, 19'('(, that It would not qualify in
the absence of a p~ovision in he~ will that asau~ed the bank of inc~eased
fees in acco~dance with the bank'n minimum fee ochedulc, which fees a~e
substantially in excess of the fceo cu~~ontly p~oposed by Pa~mers Trust
Company which has served as Gua~dian of the Eotate of Sophie V. Maier since
November 3, 1980, and the Chase Manhattan Dank subsequently returned the
Last Will and Testament of Sophie V. Maie~ to her on August 1, 1978,
thereby effectuating its renunciation aD Executor and T~ustee, and
WHEREAS, Sophie V. Ma le~, becauso of aevCl'1l1 yoa~s of mental and
emotional instability, was adjudged incompetent by the Cou~t of Common
Pleas of Cumberland County on Novembo~ 3, 1980, and Pa~me~s Trust Company
of Carlisle, Pennsylvania, was appoInted Gual'dian of he~ estate in
proceedings at No. 630 O~phans' 1980, and
WHEREAS, Fn~me~n T~unl, C?mpllny, Gua~dIan as afo~esaid, has
faithfully pe~ro~med Its ohllglllionu of glla~dianship and has filed its
-3-
First and Final Account in the estate of Sophie V. Maier with the Court of
Common Pleas of Cumberland County, Pennsylvania, on September 12, 1986.
NOW THEREFORE, the parties hereto intending to be legally bound
hereby mutually agree as follows:
1. That the parties hereto and each of them do mutually
agree that the Last Will and Testament of Sophie V. Maier, dated
December 5, 1960, shall be effectuated without the necessity of
probate and by the means of this Family Settlement Agreement.
2. That the parties hereto, and each of them, agree that
Jane Ann Maier Laffey and Farmers Trust Company shall serve
jointly as the personal representatives of the estate of Sophie V.
Maier, and administer her estate in accordance with articles FIRST
through SIXTH and EIGHTH through SIXTEENTH of the Last Will and
Testament of Sophie V. Maier deceased so far as they are material,
and
3. That the parties hereto, and each of them, agree that
Jane Ann Maier Laffey and Farmers Trust Company shall serve
jointly as Trustees of the trust established in article FIFTH of
the Last Will and Testament of Sophie V. Maier until the death of
Jane Ann Maier Laffey, at which time the corpus of the trust is to
be distributed in equal shares to Jane Ann Maier Laffey's issue
per stirpes as provided in that article.
4. That this instrument is a full and final Family
Settlement Agreement by and among the parties hereto, both
-4-
'.
'-
fiduciary and tndlvldunl, nil of' tho nnme having been arrived at,
concluded and executed n ner' a full and complete disclosure of the
assets of the anld el.tnto and the rights of tha parties therein
and theJ'eto and aJ J of' the pnrtJell hereto, and each of them,
agreell to abJde by tlw terms hereof'.
5. That the partioa hereto, and each of them, agree that
they will at all timea In tho future and whenever necessary,
appropriate or convenJent, make, execute and deliver to the said
personal repreoentatives, trustees, and/or to the other party or
persons, any and all instruments, documents, conveyances, deeds,
releases or other instruments of any kind necessary or convenient
to carry out the intention of' this Agreement and/or to permit,
assist and enable the personal representatives and trustees to
fulfill their duties with reference to the said estata and all of
the assets thereof.
6. That this Agreement constitutes the entire understanding
among the parties hereto, and each of them acknowledges that no
representations or statements of any kind, written or oral, have
been made to them or any of them prior hereto by either of the
personal representatives or by any other person or party upon
their behalf.
7. That this Agreement shall enure to the benefit of and
shall be binding upon, the parties hereto, and each of them, and
their heirs, personal representatives, successors and assigns.
-5-
IN WITNESS WHEREOf, the parties hereto have hereunto set their
respective hands and seals, and fARMERS TRUST COMPANY has caused this
Agreement to e executed by its duly authorized corporate officers, the day
and
i 'st ~ritten.
LLJ:J!:C:-
(
SEAL)
~n"', ~ ~ "
1t ?nt~
-_ U .'_ L:/ry LafC yl
rdto_"/1)1 /~( ~r,-,", .C\,p~f)~X-
'-..,v <-. Karen J1Xaff~ 1..1
(SEAL)
(SEAL)
-6-
L
I give to my said dUul~ht0r t1.e pow.'r to 1ppoint ty hl'l'Last
.\ill and lesta,~ent ull or any pal.t at th~ cor:.us of t:w trust here-
inabove creuted for her benefit to ho.r issue or' SUC:l of them and in
such ~h6r€S or ~roportions &s she :nay ct?signCltE in ra.r Last Will and
'l'esta:.,ent.
I hereby empow..;r e:.nd. (;.ut.~oI'ize my :=::aici 'I ru~.t..;e v... ._'aY to
or for the use and benefit of my said daughter anU/or to or lor the
use and tenefit of my said daughter's children, out of I..~.e oriooi:,al
of said trust so :r.uch thereof as, in the sole an: uncontrolled dis-
cretion and opinion of my said lrustee, shall oe neces2,ry for hl.r
and/or their care, co:nfort, maintenance, education =.nd sup,.ort in
t~a :tann:,.r to which she c..nd/or ~"'ley havl; been !~ccustol:i€:ci.
On the death of my said daughter and in the event she has
failed to exercise the above power of appointment, 1 five, devise
and beque~tn so much of L~e corpus or I..~e trust herei~ created as
shall remain unappointed,to the issup of ~y said daughter living
at her deaL'! in equal shares per stirpes.
~IXT~: In ~,e event my said daughter does not survive
me, I give, devise and bequeath all t:.e rest. residue i;J1d r~I!.J.ind.er
of my estate to L~e issue of my said daughter living at ~y death
in equal shares per stirpes or, if bere be no sucr: issue t:len
living, to my husband, lIE:.RY ~!i,IER.
~EVENtn: I nominate, constitute and appoint :r.y husband,
HENRY "JI.IER, J:.xecutor 01 "nd ! rustee under this my Last Will and
Testament, and in the event he does not survive me or for "ny
reason shall f~il to qualify or act as SUCil Lxecutor and/or
-:2-
-..--
1\
~
L
part Ulereof, or upon ll1e right of succession to my taxable est~te.
or any part ll1ereof, whether p6ssir:,; under the !,rovisior,5 of U-.is
Will or ctherwiEe, but r.ot includir.g an)" SUcCI tc:.x(.e l.:.s~&s~(d or iu:-
posed by reason of cny power of ai,pointmer:t or dispodtion "nich 1
may now or !:ereafter have. With respect to any such t!.xes assessed
or imposed by reason of any such power, I hereby ap,loint to the
proper 6ull1ority or aUll1orities, in their' officiul c~pacit;., EO
much of the property subject to such power as is necessery to pay
any end all such taxes, it being my inter:ticn end I hereby cirect
that tl:e property subject to such power shall Lear that ~Ol'ticn of
all est~tet successicnt inherit~nce or tr~r.sf~r.t~xe8 QSEef.~ed or
imposed u~or. my entirr: tCixCible esti;le, incltidil~i Ltc property sut-
ject to such power, which is equivalent to t.r.e uHierence tetween
the total amount of such taxes assessed or imposed u;:OJ; DY entir'e
taxable estate, including the pro~erty subject to suc!: power, end
~
the ~ount of such taxes as would be assessed or im/osed upon my
taxable estate without the inclusion therein of the pro~erty sub-
ject to such power.
TWELFTH: I give to my Executor, and also to my "rustee,
in addition and without limitation of the "owers conferred upon the
Executor and Trustee by law, full power and outhority in hi~ un-
controlled discretion, as follows:
(a) To hold, exchange, mortgage or lease, or to sell or
dispose of any and all of my real and personal property (not herein
speCifically bequeathed or devised), at public or ~riv8te sale, at
such time or times, for cas!: or en credit. or partly for cash and
partly on credit, upon such terms and conditions as to him shall
seem best, or to lease the same and/or to gront options for the re-
newal of any lease on any terms and for ony length of tilLe, end to
make, execute and deliver any 6nd all deeds or ethEr instruments
necessary or proppr to c~rry any such s~lE or leuse into erf~ctt
-5-
...........
..
i
,.
, I
....,...
irrespective of any stutute or tile termination of any trust herdn
cre"ted; and, any tiling r.erein to the contrary notwithstunding, to
uccept and ret"in as a proFer invesb:ent hereunder an)' evi,;'.nce of
indebtedness resultin(i frool any sucr. sale, CCn'll'j'l.I'Ce 01' leuo.
No purchaser at any sale lIIude by my Lxecutor 01' . rUE lee Ehull ce
bound lo inquire into the expediency, oroprict)', vali:iilj' or
necessity of any sale made by him or to see tu or te lir.He for
the ap!Jlication of tile purchase ",oneys ariEin;: therefrom.
(b) To aprove in any way wnatsoev"," on~' reul ~roFerty
which he may acquire or hold, and his detErminutien 0: whal Fro-
portion of the money so spent is char;;entle to ca!,it,l ond whel
proportien thereof is chargeable to ir,come shall te finai end con-
clusive and cillding on all pe:-rsone intert=~iE;d ir. :ny eEt~tc.
(c) To consent to the reort;uni:atier, cr c(,nsoliriatien or
readjustment of U!E financEs of coy corpor~t:cn, O~ ic the sale
to any other corpcraticn or Ferson of L~e "roperty of uny cor-
paraticn, any of the stocks, bonus, r.ot~St or ethEr ~ecurities
of which are held by him hel't'under, and to do r.ny ac~ ',ith re-
fe:-ence to such stocks, bond~, nolt~ or cthr:r ~cc\.:rith.$ npce:fj~.try
or oraOEr to enablt: him to obtain t..'r.P b::nefi l 0:" cr.'" fller. re-
organiiE.ticn, consolidaticn, rec.d~\lE't:r.Ent or s&.le: ~mi in case
any of lne stocks, bonds, notes or ethEr securitiES ~c ~elc zhall
at "ny tal' contc.in "n optien or cplienc to the holciers tllereof
to convert the same into other stocks, bonds, notes or cther
securities, or incase the ribht shall ce biven to, er etiigatien
imposed upon, the holciers of such stocks, bonds, noteS or ether
securities so held to subscribe for c.nditicnal slecks, bonds,
notes or other securities, he ~ay, in his uncontrolled dis-
creticn, exercise such option or opticns, make sucn ccnversicns
or subscriptions, and make any neCEfSE::r,y ;;ayrte-nt.:: tberefor, ..no
hole. such stocks, bonds. notes or olher securities so c.ceuir,.d
as investmEnts o!" the trust fund. herE::)' crN.tfd t anyU; ir.~ i~e:'l:'in
to L~e c~ntr"ry notwithstanding. ~aici Executor "nd/or lrustee
is hereby authorized and e:npoll"ered in his discrttie,n tu vote by
proxy at any corpcrale meeting.
(e.) to pay over in any distributicn of any of U,e prop-
ert~. or trust funds made in accoraance >:ith the lerms hereof, tile
shares so distributed either in personal 9roperty, cusn, reul
property or in securities, or in an interest in ~ny 0: L~em, or
partly in one or mo!'e of them, at Ulei.r fair ~E.rket vdue.
(e) To retain any investments, eitr.er real or per'sonal,
owned by me, and 1 give to him absolute and unlinlited Fower to
make such new ir.'/cstments and reinvesto:ents eit.~er in realty or
in perEcnalt). as in r.is sole di~crFtic'n he may Udnr( prop:r.
-b-
.--
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. .
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The above powers and authorizations herein I.;rWltcd are notVli th-
standing any statutory provisions ot' any state whet'ein this Will
may be probated, limiting the powers of ~xecutors and/or trustees
in the matter of investment.
'I'HIR'J'EJ::~TIi: Whenever the prir:ci;>al or any part thereof
of any of the trust funds herety created sllall "e invested in
bonds, notes, or other securities bOU.rlt or recoived at a yre~ium,
the beneficiary for life thereof shall receive ti,e full income of
such trust fund aftH paJl1!ent of all lawful expensas anc. charges,
and no part of the income of !l.e trust fund hereby creoted shall
be taken from any beneficiary for life tc make good to the reffiair:d-
erman or remaindermen premiums paid in ~akin~ invest~Ents, ana it
shall be no part of the duty of the 'Irus tee for thE t~:r." loeing to
create any sinkir.g fund by settinG apart any of the 6nnUa~ intH'est
or returns on any such bonds, notes or ether securities, to offset
any depreciation in value caused by the appro.ch of the date of
maturity or otherwise.
FOUR'IU:1ITh: All ordinary dividends, whethEr payable in
cash or in the stock of the corporation authorizing anc. declaring
the same, or in the stock of anoth"r cor'pcrdien, cr in any other
property, shall be considered income and not principal. All extra-
ordinary dividends payable in the stock of the cor.'crdicn auti,or-
izing and declaring the same and all liquidating dividends shall
be considered principal. All other extraordinary dividends, in-
cluding those received from corporations with or enguged in ex-
ploitation of so-called 'wasting assets", shall be considered in-
come. the Trustee's determination as to whether any dividend is
a liquidating dividend or is ordinary or extraordinary shell be
-7-
this
1. .,w
I" _&'1 day of;-~.."..,.ft"','nOn-e
:;J -~ thousand Nine hundred and Sixty.
\
,
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_ (, 1"~,!.t.L .J'\. '."c;",.'",
The foregoing instrument was, on the
day and year last above written, si[ned,
sealed, published and declared by
~OPhIE V. ~AIER, the Testatrix above
named, as and to be her Last "ill and
Testament, and by her subscribed at the
end thereof, in our presence, who at her
request, in her presence and in the
presence of each other, have hereunto
subacribed our names as witnesses and
our respective olaces of residence.
J~(Z,..._<J ~:., ~.u.(2_,( 2.
. (f~rK'f.
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OATH OF PERSONAL REPRESENTATIVE
. ,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} SS
.-.1
The petilioner(s) above-named swear(s) or affirm(s) thai the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affilJ]1ed nfnd subscribed f ,LID. -v;-
before e this . -,(J d~?l
E 19 \
MAR Register L
No. 21 - 80 - 630
Estate of
SOPHIE V. MAIER
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW OCTOBER 14, 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that FARMERS TRUST / & JANE ANN MAIER LAFF
is/are entitled to Letters of Administration, and in such finding, Letters of Administration
in the estate of
FARMERS TRUSTt & JANE ANN MAIER LAFFEY
OMl'ANY
SOPHIE V. MAIER
are hereby granted to
~/f (! ~~~)
Register of ills
MARY C. LEWIS
FEES
Letters of Administration ..... $
Short Certificates( ).......... $
Renunciation ................ $
FAMILY SETTLF.MF.N~ $
AGR. TOTAL _ $
Filed.. ~C;:7>... ;1..41::.l1..... A.D.
180.00
JA"'\ES R, Hl.)MEI( oG2.7'iS
A TIORNEY (Sup. Ct. 1.0. No.)
H fGII S7, CAI<Li'>LC P,4
.
ADDRESS
LV,
" <;0
192.50
19---1l.9-
PHONE
i1c10.o0 cuit~J ~-I-Jl it:<.. - flc:.:e 13~7-87
COfrIlWO"WUUH 0' '(JiIlrrSYlVANlA NOTICE OF JMiERITANCE TAX
D"ART.'.T a. "".UE APPRAISEMENT. ALLOWANCE OR DISALLOWANCE ACN
IUlUAU or ~DrvItXlAl TAXES
p,a 'Ok '''' OF OEOUCTIDNS. ANO ASSESSMENT OF TAX
H.l"RISlUflG,'A 17105.1327 DATE
ESTATE OF KAlER SOPHIE V FILE NO. 21 80-0630
OATE OF DEATH 07-18-86 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS,
AGENT II .
-.
.
101
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Aemilled to Register of Wills
~l!!: .Ag)~~. ,!:HJ~ _L!~E. . _ . .>>:"_ !l~~I~ _ ~<?,\,!~R_ !'9~!'9~ _ t:.<?R. Y9Y~ _I!E.C9!l~~ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ .
NOTICE OF INHERITANCE TAX APPRAISEMENT.
REV. 1547EX (12-56;
ESTATE OF KAlER SOPHIE
V FILE NO.21 BO-0630
ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ACN 101
DATE 03-30-B7
9. FunsrJI Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Tolll Deductions
12. Net V.lue of Tax Return
13. Chlritlble/Governmenul Bequests (Schedule J)
14. Net Value of Estate Subject to rax
NOTE: If an as.essment was issued previously, lines 14, 15 and/or 16
reflect figures that Include the total of..uJ.. returns ...essed
ASSESSMENT OF TAX:
15. Amount of line 14 tlxable It 6% rate
16. Amount of line 14 tJx.able .at 15% r.ate
17. PrincipII Tax Due
TAX CREDITS:
REV. 1547EX (12-86)
DENNIS C CAVERLY
FARMERS TRUST COMPANY
PO BOX 220
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISEO VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.1 Estllle (Schedule A)
2. StDcks .nd BDnds (Schedule 8)
3. CIDsely Held Stock/Portnership Interest (Schedule CI
4. MDrtgages/Noles Receiv.ble (Schedule D)
5. Cosh/Bonk DepDsits/Misc. PeisDlUl Property ISchedule E)
6. Jointly Owned Property (Schedule F)
7. Tronsfers (Schedule G)
8. Tatll Assets
APPROVEO DEDUCTIONS ANO EXEMPTIONS:
PAYMENT
DATE
RECEIPT
#
DISCOUNT (+ I
INTEREST H
) CHANGED
( 1) .00
( 2) 454,205.78
(3) .00
( 4) 9,B84.57
I 51 106,773.15
( 6) .00
( 7) .00
( 8)
570,863.50
10-20-86
02-23-87
229121
263572
.00
.00
( 9)
(10)
34,297.09
243.96
(11)
(12)
(13)
(14;
and 17 wi 11
to date.
34.541.05
536,322.45
.00
536,:;:2.';~
(15)
(16)
536,322.45
.00
X.06=
X.15=
(17)
32.179.34
.00
32.179.34
AMOUNT PAID
30,000.00
600.39
PAYMENT MUST BE MADE BY 04-18-87-.
TOTAL TAX CREDIT
8ALANCE OF TAX DUE
INTEREST
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULA nON B 9
OF ADDITIONAL INTEREST TOTAL DUE 1,57 . 5
(IF 8ALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A .CREDIT" ICRl. NO PAYMENT IS REQUIRED)
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on
the reverse side.
All payments received shall first be applied to any interest which may be due with any remainder applied to the tax.
REFUND (eR): A refund of II tax credit. which was not requested on the Tax Return. may be requested by completing an "Application
for Refund of Pennsylvania Inherrtance and Estate Tax" (REV-13 1 3). Applications are available at the Office
of the Register of Wills. any at the 24 Revenue District Offices. or from the Department's 24-hour
Forms Ordering telephone lines in Harrisburg - (717) 787-8094. in Philadelphi. - (215) 351-2065.
or in Pittsburgh - (412) 565-3601.
REPLY
TO:
DISCOUNT:
INTEREST:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 8327. Harrisburg, PA 17105-8327,
(7171 787-6505.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent 15%1 discount of
the tax paid is allowed.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six
16%) percent per annum calculated at a daily rate of ,000164. All taxes which became delinquent on and after
January 1. 1982 will bear intere:t at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The appphcable interest rates for 1982 through 1988 are:
~
Interest Rate
Daily Interest Factor
~
Interest Rate
Daily Interest Factor
1982
1983
1984
20%
16%
11%
.000548
.000435
.00030'
1985
1986
1987
1988
13%
10%
g%
11%
.000356
.000274
.000247
.000301
--Interest is calculated as follows:
INTEREST : BALANCE OF TAX UNPAIO X NUM8ER OF DAYS OELINQUENT X OAILY INTEREST FACTOP.
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment IS made after the interest computation date shown on the Notice,
additional interest must be calculated.
':,,',
REV. 483 EX (12-8BI
201
COt.lUONWEI.LTH or p[N~Sn"ANlt. NOTICE OF DETERMINATION AND
~~::i~M~~'IN~\~;:~"I~[:'XES ASSESSMENT OF PENNSYLVANIA
p,a, .ox .m ESTATE TAX BASED ON FEDERAL
HAI\RtSBURC, p.c, li'IOS.B327 ESTATE TAX RETURN DATE _ 7
ESTATE OF MAIER SOPHIE V FILE NO. 21 80-0630
DATE OF DEATH 07-18-66 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SU8MIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER OF WILLS OF THE A80VE COUNTY. MAKE CHECKS PAYABLE TO: "REGISTER OF WILLS, AGENT."
DENNIS C CAVERLY
FARMERS TRUST COMPANY
PO BOX 220
CARLISLE
ACN
PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
Amount Remitted to Register of Wills
J
~':!! .Ag)~~_ !HJ~ _L!I'!E.. _ _ _>><:_ _ _ -"~E),~LN_ ~Q~~~ _P_O_R),LO_N_ ~Q~ 'y-O_U.!'I_ ~I~~~ _. _ _ _~ _ _ _ _ _ _ _ _ _ __
REV. 483 EX (12-8B) "NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN"
ESTATE OF MAIER
SOPHIE
V FILE NO. 21 80-0630
ACN 201
DATE 06-02-87
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified 36,480.09
2. Pennsylvania Inheritance Tax Assessed 30,600.39
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States .00
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 30,600.39
5. Pennsylvania Estate Tax Due 5,879.70
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
INTEREST (-)
AMOUNT PAID
"
:x;
CD
~'"
.....,
~Q
S~l
?=
"."
~
"-
I
I
PAYMENT MUST BE MADE BY 01-18- 8*.
TOTAL TAX CREDIT
eALANCE OF TAX DUE
INTEREST
TOTAL DUE !
IS REFLECTED AS A 'CREDIT' (CR!,
.00
5,87 .70 I
.00 !
5, 7 .70
NO PAYMENT IS REQUIRED)
(IF BALANCE DUE IS LESS THAN $1 DR
· IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
.
..1I\:-'J r:s 1\. 1-111:<-1 E I<
A1TOH!':EY.-\'1' 1.AW
F^wtl:w. TIlt:~.r lll:II.I)I:-;(O
0:.1: WI:~r JlI(.1I Sj.HU:1
C^HI.J~I.l:, PI.;:->:->A 17():~j
;711 :...'.l;t-;IfI:U
October 3, 1980
Mrs. Jane A. M. Laffey
Attorney at La\\'
R. D. 2
Boiling Springs, PA 17007
PLEASE TAKE NOTICE that the Court of Common Pleas of Cumberland
County, Pennsylvania, Orphans' Court Division, has fixed Honday,
November 3, 1980, in Court Room No.2, Fourth Floor of the Court-
house at Carlisle, Pennsylvania, as the time and place for hearing
on the petition to adjudicate incompetency and appoint a guardian
of the estate of Sophie V. Maier of R. D. 2, Boiling Springs,
Pennsylvania, at which you may appear and be heard if you 50 desire.
~......_-.X.~..-...-........
J mes R. Humer
ttorney for Sophie V. Maier
CERTIFIED MAIL
RETURN RECEIPT REQUESTED
....
..
SHERIFF'S RETURN
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
In the orphans Court of
cumberland county,Pennsylvania
NO. 630 orphans 19BO
citation, Petition For Adjudication
of Incompetency and Appointment of
Guardian
In Re Estate of sophie V. Maier
an Alleged Incompetent
vs.
Serve: sophie V. Maier
Jack W. Shader, Jr.
~ or Deputy Sheriff of
Cumberland County, Pennsylvania, who being duly sworn according to law says, that he
served the within Ci ta tion, petition For Adjudica tion of Incompetency and
Appointment of Guardian
upon Sophie V. Maier ,the defendant, at 3: 15 o'c1oclO?_M. EDST,
on the 14th
october
,19 80, at
day of
carlisle Hospital, carlisle
(street number)
Pennsylvania, by handing to
Cumberland County~
S h. lcitv or town I
op 3.e V. Ma3.er
a true and attested copy of the ci ta tion
and Appointment of Guardian
and at the same time directing her
, ~;-,
Petition For Adjudication of Incompetency
,
attention to the contents thereof and the
"Notice to Plead" endorsed thereon.
Sheriff's Costs:
Docketing
Serv ice
So answers:
10.75
1. 70
12.45
'.? ,I
",;-"~-"/...<:....-~ :.-
:l - ,. VI
pd. by
,. .,',. ':";;;,'-::-..J
$
Atty. 10-15-80
ROBERT B. FAI LOR, Sheriff
Sworn and subscribed before me
this ,.,2~ day of {!J c.i.. .
~9i:l..
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A..~~C DS. ; ',.' .-
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, ' -
"Deputy Sheriff .
BY
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IN RE: ESTATE OF
SOPHIE V. MAIER, AN
ALLEGED INCOMPETENT
COUNSEL PRESENT:
IN TilE COUR'l' OF COMMON PLEAS OF
CmlBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 630 ORPIlJl.NS' 1980
TRANSCRIPT OF PROCEEDINGS
BEFORE:
DATE:
PLACE:
JAMES R. HUMER, Esquire
For - Petitioner
HONORABLE !Il\!~OLD E. SHEELY
November 3, 1980
Monday, 1:30 p.m.
Courtroom No. 2
Cumberland County Courthouse
Carlisle, Pennsylvania
NUMBER
INDEX '1'0 \H'rNESSES
FOR '1'HE PE'1'ITIONER
IHTNESS DIREC'l' CROSS ~~ RECROSS
---
Jane ~\. Laffey 3
John F. Mira, M.D. 5
Dennis E. caverly 11
INDEX TO EXHIBITS
FOR IDENTIFICATION
IN EVIDENCE
(None. )
-2-
November 3, 1980
Carlisle, Pennsylvania
'THE COURT: Mr. Humer?
~lR. HUMER: Good afternoon, Your Honor. 'This is the time
fixed for the hearing on the petition of Henry Maier for the
Adjudication of Incompetentcy of his wife, Sophie V. Maier.
As I informed Your Honor Friday, Mr. 11aier is ill, was
taken ill suddenly, and is a patient in the hospital, so his
daughter, Mrs. Laffey, will be here and I propose to put her on
briefly.
THE COURT: Very well.
Whereupon,
,lANE M. LAFFEY
having been duly sworn according to law, testified as follows:
DIRECT EXAMINATION
BY ~IR. HUMER:
D please state your nane and your residence address.
A. Jane Laffey, Boiling Springs, Pennsylvania.
D How are you related to Sophie V. Maier?
~ I am her daughter.
D Are you related to Henry Maier?
~ 1 am his daughter.
D Are you the only child?
~ Yes, sir, I am.
-3-
o Mr. Maier was the petitioner in this proceeding, and
will you tell the Court when he became ill and where he now is.
A. Your lIonor, dad was retired on Thursday evening at about
ten o'clock; about quarter-of-three in the morning he awakened
with a severe angina and then had a seizure which for the moment
I couldn't diagnose. My guess was, as a laymen, was that he had
had a stroke, but that does not happen to be the case.
We took him to lIoly Spirit Hospital and had him admitted
through the emergency room. His own physician has kept him there
in order to make tests to ascertain what the cause of the problem was.
o Mrs. Laffey, you are familiar with this proceeding, are
you not?
A. Yes.
Q. P.re you wholly in accord ~li th the prayer of the Petition?
L I am entirely in accord with it.
MR. HUMER, I have no further questions unless Your Honor
has questions.
BY 'l'HE COUR'r:
Q. 11010[ old is your father, Mrs. Laffey?
A. My fa ther was ninety on the 23rd of September.
o I notice that the petition asks that he be appointed in
an advisory capacity. I guess that was a matter of appeasement.
L It was a matter of consideration. He has spent his life
amassing this estate for my mother and he has amassed one for himself.
-4-
Letting go of control was a matter which I thought would hasten
his decline, so .:J t r.lr. lIumer' s suggestion, we took this tact.
Mr. Caverly was cheerful and agreeable about the approach.
'l'HE COURT: 'l'ha t's all. You may step down.
(Witness excused.)
MR. IICMER: As my next witness I call Dr. John F. Mira.
Whereupon,
JOliN F. mRA
having been duly sworn according to law, testified as follows;
DIRECT EXMIINATION
BY BR. limIER:
~ Dr. Mira, for the record, will you state your name in full,
office address and professional qualifications.
A. r4y name is John Francis Mira; I have an office in the
Kronenberg Building in Carlisle, and I am a psychiatrist and was
trained at the University of Rochester in psychiatry, and I am
Board certified in psychiatry.
Q. Have you had an opportunity to see Mrs. Sopie V. ~!aier?
~ Yes, I saw her initially upon her admission to Carlisle
Hospital on the 25th of August 1980, and she was admitted at that
time for increasing agitation and paranoid feelings that were not
able to be controlled by a number of various tranquilizer medicines
by her internist. She \,'as admitted to the psychiatric unit for
evaluation of the medications and procedures that might control
-5-
her behavior and to be in a secure area while that was done.
She was discharged after I had seen her on il daily basis
for the most part, either in group meetings or on every other day,
~ersonally, individually, on the 20th of october 1980, and I saw
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here again on the 31st of October.
D What, if anything, have you been able to observe with
respect to Mrs. Maier's' competency?
A. Starting a t leas t from psychia tric observa tions, ~lrs. 11aier,
upon admission to the hospital, was suffering what we believe to be
accute severe depression with paranoid feelings and confusion;
depression that probably has been related to increasing changes
in her husband's condition, and in the last few years, changes in
her own location.
Going back briefly in her history, she had been living
in New York City for a number of years, and for a time was there
while her husband was in Boiling Springs. In 1977, I believe, in
response to some change in her husband's condition, she came to
Boiling Springs, was admitted to a psychiatric hospital then, very,
very upset with similar kinds of symptoms to now.
She has been interr:littently having extreme episodes of
agitation, disorientation, and feeling that people around her are
taking her possessions or designing to take her possessions. She
presented that way on the in-patient interview in Carlisle Hospital
and was difficult to medicate in the usual fashion with what we call
-6-
anti-psychotic medicines because she was sedated very quickly,
and we couldn I t give her enough of the medicines to decrease her
paranoid feelings and keep her awake, basically.
We then decided to try anti-depressant medications, and
she succeeded in pulling herself together with those medicines to
th,e extent that at a protected, predictable setting she ~las able
to talk rationally seventy percent of the time and to behave herself
in a way that was appropriate in the hospital on anti-depressant
medicines.
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l'lhen her environment changed, however, or whenever she
was given l~ord about how things were going with her husband, or
when she ~lould see him, she became very emotional and for a day or
so afterwards, even on the medicines, she would be disoriented
at times; she would not YJ10wat times whether she was in the hospital
or no t .
Also, one thing that we noted, when new patients came
to the hospital, she would be most overly ingratiating with them,
thinking that she wasn't in the hospital and that it was her duty
to help those people, more to an extent than would be expected
from just another patient in the environment.
So, she changes from a period of being very high and
very pleasant but almost too giving to periods when she is very
frightened and feelings that people are taking things from her
when they really aren't.
-7-
This behavior is in many \~ays typical of an extroverted
individual who begins to become senile and is also depressed, and
tha t is really the pa t tern in a general way tha t Nrs. Maier had had.
She has been a stage person and a very extroverted person for a
greater portion of her life, and now she is showing, basically,
some deterioration of her ability to remember recent events.
She has senile brain disease and also is depressed, and when she
becomes accutely depressed and is confronted with the changes in
her envi.ronment or husband's changing condition, she becomes
frightened and then cannot really remember where he is at times
or control the resources around her.
D Have you discussed with Mrs. Maier this Petition to have
her adjudicated an incompetent and to appoint a guardian for her?
A. Yes. She understood, I believe. fully what was being
done. She, in fact, said to me, "I can't take care of my own money."
Maybe not those exact words, but she was saying very clearly that
she meant that she is not able to know the exact amount of her
resources or to disperse it wisely. She says, "r give it away
sometimes." and she seems to recogni ze tha t.
She was very upset about the ~lord "incompetent." She
thought that that was too gross a description of what was the
matter with her, and we tried to explain to her that that is the
way the law defined it, that is the word the law uses, but she
was very upset about that.
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Q. Mrs. ~laier is not here today. Have you any opinion,
based upon your examination of her mental condition, as to whether
or not her welfare would be promoted or impaired by her presence
here tOday?
A.
Before the learning of her hsuband' s condi tion I was
"
prepared to say -- and I think it would be an accurate assessment
that her welfare would be impaired by being here because this is a
different and new setting for her; and when she is in a different
setting, she becomes frightened because she is not able to learn
and retain things the way younger individuals can and then she
becomes very agitated.
She also takes things in a very concrete and general
way, and although she understands that she needs to have help with
her money, I think a Court hearing Uke this would bring upon her
very generalized notions that she is being declared unfit to care
for herself and an unworthy person. So she would very likely then,
I think, become very agitated and maybe even need hospitaliZ3tion,
so I thought it would not be wise for her to be at the hearing.
Q. Dr. Mira, have you an opinion as to whether or not,
because of her infirmities of old age, she is competent to manage
her property?
A. I think that, based on Mrs. Maier's own assessment and
also the judgment that I have made observing her behavior on the
unit, especially in the way in which she became overly ingratiating
-9-
with other patients and handled herself in a very impulsive way
that it is appropriate that an action such as this take placa and
that a guar.dian b,! set up [or che handling of her property .1/ d
tbe handlin':! cf her funds.
MR. HUMER: Your Honor, tt,at is all I :lavc. Do you have
al;y questions of Dr. Mira?
BY THE COURT:
0. Your direct answer to Mr. Ht;mer' s question then would be
that it is your opinion tnat she would not be capable of managing her
estate or her assets at thid time?
". Yes, it is my opinion that she \lculd not.
0. For the record, in addition to being a psychiatrist, you
are a medical doctor; is that correct?
A. Yes, I am.
0. When you last saw Mrs. Maier, was she at her home?
A. She is now living at the Homewood Retirement Center;
that's where she ~ent from the hospital because it was very difficult
for her to be in the same environment as her husband with his
fluctuating condition. She came to the hospital on an appointment
made by me to see her and ~c see how she was doing on the medications,
and I saw her in the emergency room on October 31st at the hospital
on that day.
Q Based on hee age, do you anticipate any radical improvement
in her clJr.dition at this time?
-10-
A. I think that 3he will al"ays b'~ .m individual who
would be impulsive, and 1. don It t:hlnk that her co:!c'i'.:.ioll will chan<je
significantly in the future.
THE COURT: I have nothlpg else. Yo:] may step down.
(\H tness excusec.)
NR. IIUMER: I "all Dennis caverly.
Whereupon,
DEmns E. CAVERLY
having been duly sworn, testified as follows:
DIRECT EXAHIHATION
BY MR. UU14ER:
~ please state your name and your official capacity.
A. Dennis E. Caverly, Sr. Vice-president and Trust Officer,
Farmers Trust Company.
Q, Mr. Caverly, you are familiar with the proceeding today
and you have a copy of the petition which purports to request the
appointment of your bank as guardian of Mrs. Maier's estate if
she is found incompetent, and her husband, Henry 11aier, in an
advisory capacity. Will you tell us whether or not that is
appropriate and meets with the approval of the bank?
~ Yes, it does.
MR. HUMER: I have no further questions, Your Honor.
TUE COURT: I have none.
(Witness excused.)
-END OF TESTIMONY-
-11-
IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
SOPHIE V. MAIER, AN
ALLEGED INCOMPETENT
ORPHANS' COURT DIVISION
NO. 630 ORPHANS' 1980
I hereby certify that the proceedings and evidence are
contained fully and accurately in the notes taken by me on the
hearing of the above cause and that this is a correct transcript
of same.
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~Joanne C. Errick
Official Stenographer
The foregoing record of the proceedings upon the hearing
of the above cause is hereby approved and directed to be filed.
h1~~I''1ro
Date
c.
Harold E. Sheely, J.
Ninth Judicial District
-12-
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OctobCl" 3, 1980
Mr. Henry Maier
R. D. 2
Doiling Springs, PA 17007
PLEASE TAKE NOTICE that the Court of Common Plcas of Cumberland
County, Pennsylvania, Orphans' Court Division, has fixed Monday,
November 3, 1980, in Court Room No.2, Fourth Floor of the Court-
house at Carlisle, Pennsylvania, as the time and place for hearing
on the petition to adjudicate incompetency and appoint a guardian
of the estate of Sophie V. Maier of R. D. 2, Boiling Springs,
Pennsylvania, at which you may appear and be heard if you so desire.
~c__"^"_, -K.~"
( Ja,t.les R. HUl'lCr
. A/torne)' for Sophie V. Naier
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CERTIFIED MAIL
RETURN RECEIPT REQUESTED
.
IN RE: ESTATE OF
SOPHIE V. MAIER, An
Incompetent
. . IN THE COURT OF Cml~ION PLEAS
Alleged " CUMBERLAND COUNTY, PENNSYLVANIA
. . ORPHANS t COURT DIVISION
" NO.~ IJ
C'So DlLfYl4lv." /?lto
PRELHIINARY DECREE
AND NOW, rf!/l.D-tLJ /
, 1980, upon consideration
of the annexed Petition, it is Ordered and Decreed that a Citation
be &warded, directed to Sophie V. Maier, to show cause why she
should not be adjudged an incompetent and a guardian appointed;
hearing to be held in Court Room No.
Courthouse, on ~nLb.J =0
~.M.
~ ,Cumberland County
,1980, at /:30 o'clock,
At least twenty (20) days notice of the hearing shall be
given to Sophie V. Maier, the alleged incompetent, by personal
service of a copy of said Petition and Citation, and by service
of notice upon the next of kin, personally or by registered mail.
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IN RE: ESTATE OF
SOPHIE V. HAlER, An Alleged
Incompetent
IN THE COURT or COM~ION PLEAS
CWlBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-80-
PETITION FOR ADJUDICATION OF INCO~IPETENCY
AND APPOINTmNT OF GlJARDIAN
TO THE HONORABLE THE JUDGES OF SAID COURT:
The Petition of Henry Haier respectfully represents:
1. The Petitioner is the husband of Sophie V. Maier, the
alleged incompetent, and resides at R. D. 2, Boiling Springs,
South Middleton Township, Cumberland County, Pennsylvania.
2. The said Sophie V. Maier is 85 years of age, wife of
your petitioner and resides at R. D. 2, Boiling Springs, South
Middleton Township, Cumberland County, Pennsylvania, and is a
patient in the psychiatric unit of Carlisle Hospital, 224 Parker
Street, Carlisle, Cumberland County, Pennsylvania, to which she
was admitted on August 25, 1980.
3. The names and addresses of the next of kin of the
alleged incompetent are: Henry Haier, R. D. 2, Boiling Springs,
Pennsylvania 17007; Jane A. M. Laffey, R. n. 2, Boiling Springs,
Pennsylvania 17007.
4. The estate of the said Sophie V. Maier, so far as your
petitioner knows, is as follows:
Personal Estate (securities) approximately $250,000.00
Real Estate - None except jointly owned
Net Annual Income, approximately $18,000.00
5. The alleged incompetent has never been a member of the
Armed Services of the United States.
e~o.\ 10'i' i' C 708
6. The said Sophie V. Maier, because of infirmities of
old age and mental illness, is unahle to manage her property, or
is liable to dissipate it or become the victim of designing persons.
7. The proposed guardians of the alleged incompetent are
Farmers Trust Company, One West High Street, Carlisle, Pennsylvania,
who shall have custody of the property of the alleged incompetent,
and Henry Maier of R. D. 2, Boiling Springs, Pennsylvania, who
shall serve in an advisory capacity of the alleged incompetent.
8. Neither of the proposed guardians has any interest
adverse to the alleged incompetent.
9. No other court has ever assumed jurisdiction in any
proceeding to determine the competency of the said Sophie V. Maier.
10. The alleged incompetent has no guardian already
appointed for her estate or person.
WHEREFORE, your Petitioner prays that a citation issue
directed to the alleged incompetent with notice thereof to the
next of kin, to show cause why she should not be adjudged an
incompetent and a guardian of her estate be appointed.
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ACCEPTANCE BY PROPOSED GUARDIANS
Farmers Trust Company certifies that it is a banking institution
under the laws of the Commonwealth of Pennsylvania, having its principal
place of business at One West High Street, Carlisle, Pennsylvania, and
that it has no interest adverse to the alleged incompetent, and agrees
to accept appointment as guardian of the estate of Sophie V. Maier,
an alleged incompetent, and to maintain custody and control of the assets
of the said incompetent.
Henry Maier certifies that as husband of the alleged incompetent
he has no interest adverse to the alleged incompetent and agrees to
accept the appointment as guardian of the estate of Sophie V. Maier,
an alleged incompetent, and to act in a supervisory capacity thereof.
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FARMERS T UST CmlPANY
By
icer
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PETITION FOR PROBATE and GRANT OF LETTERS
Estate 01 Sooh ie V. Ma ier
also known as Eady Maier
No.
To:
Register of Wills for the
Deceased. County of Cumber land in the
Social Security No. 0 ~ 1- 3 8- 0 7 G 2 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that: See :I: tern 1 attached.
Your pe(itioner(s), who is/are 18 l'cars of age or older an the execut named
in the last will of the above decedent, dated ,19_
and codicil(s) dated
(Slate rclc...am cirCllnmanccs, e.g. renunciation. death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
It er lastl":Qff~principalresidenceat Thornwald Home. 442 Walnut Bottom
Road. Carlisle
(list mett, number and muncipality)
Decendent, then 92 years of age, died Ju 1 y 1 B . , 198 6
at Thornwald Home. Carlisle .
Except as follows, decedcnt did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: Decedent Wn~ adjnni ~,qt:pn ; n~nmppt-pnt' nn Nnupmhpr ~,
19BO, by order of the Cumberland Coun~v Court of Common Pleas.
Decenaent llt death owned-property with eSllmatea varues as fOllows:
(If domiciled in Pa.) All personal property $ 500.000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real.estate in Pennsylvania $ none
situated as follows:
WHEREFORE, petitioner(~ respectfully request(s) the probate of the last will llRd:lCROi~I(!l
presented herewith and the grant of letters of adm~nistration c. t. a.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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P.O. Box 500
101 Bucher Hill
Boiling Sprinq~. PA 17007
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBF.RT.AND
} 55
The petitioner(~ above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitionerOIl and that as personal represen-
tative(s) of the above decedent petitioner(M will I and truly a~inister the estat c [ ing to law.
Sworn to or affirmed and subscribed { ~ Ui.
before me this day of
19_
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Register ~
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The Chase Manl1allan Bank. N.A.
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1111\1 IIII11
CHASE
August 7, 1978
Mr. & Mrs. HeDl'7 Maier
Box 500
Boillng springs, Pennsylvania 17007
Dear Mr. & Mrs. Maier:
We have been holding in our vault the documents described below, which
are enclosed herewith:
0r1g1nal. Will of Henry Maier, dated April 28, 1952
First Codicil of Henry Maier, dated December 5, 1960
Second Codicil of Henry Maier, dated JB.lII18rY" Z7, 1970
Or1g:1nnl Will of Sophie V. Maier dated December 5, 1960
We are returning these documents to you on the assumption that you
have executed new Wills in which Chase does not play II role. We
corresponded in 1976 on the subject of our revised $500,000 estate
M1niM"M requirement, and you subsequen~ revoked your insurance trust
with us, as of September 17, 1976.
Sincerely,
S?;/t.l/L,(>~
George C. Whiteley, III
fs.rond Vice President
Enclosure
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Exhibit A
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TI.fOt.MS I. MYERS
HOR^CE ^. JOIIN50N
JERRY R. DUFFIE
C. ROY WEIDNER. JR.
EDMUND C. MYERS
JMtES A. JOHNSON
DAVID W. DrLUCE
LAW OfFICES
MYERS, JOHNSON, DUFFIE ~ WEIDNER
THIRD Il MARKET STREETS
P. O. BOX 109
LEMOYNE, PENNSYLVANIA 17043-0109
MYERS e MYER.s
111)21-19551
MYERS. MYERS 8 ROWER
(J955~19681
MYERS, MYERS. FLOWER 8 JOHNSON
(1968-1985)
TELEPUONE 717.761~4540
September 19, 1986
Mary C. Lewis, Register of Wills
Cumberland County Courthouse
Carlisle, Pennsylvania 17013
Re: IN RE: Mutter of Sophie V. Maier,
also known as Eady Maier, Deceased
Dear :vIary:
I have reviewed the Petition for Probate and Grant of Letters submitted by
Petitioner, Jane A. M. Laffey, together with the attachments. I have also
reviewed the writing purporting to be the Last Will and Testament of Sophie V.
Maier. It is my opinion that the letter dated August 7, 1978 is not a
renunciation by The Chase Manhattan Bank, N.A., to act as Executor or Trustee
under the writing purporting to be the Last Will and Testament of Sophie V.
Maier, also known as Eady Maier, Deceased.
I am enclosing herewith a proposed Decree to be signed by you denying
Petition for Probate and Grant of Letters. If you agree, please sign and forward
a copy of the Decree to Mrs. Laffey and place the original Decree in the file.
If you have questions or concerns, please advise.
Very truly yours,
MYERS, JOHNSON, DUFFIE &: WElpNER
C;7~~~v7~
Jerry R. Duffie
JRD:ejh
Enclosure
P.S. I am enclosing copies of the copies of the Petition and Will.
JRD