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Home My WebLink About80-00722 ~)ji,~'; '3\>: ~v' #','" . .,.- ~,. 1\.'\ '.:,., -;:'~?'\~." - ::~~;.~>:,..:":" ~:':~}::;." 1~" .:fL:" .,J{?;,:\. I~w;' f.~f:,i;~ " '""'. f~~;;: ,", f., " 'i';. !'. ~ :, '. ,-:. ..: ,; H ~ . >< ~ 0 ~ CJJ .. p:; i ~ l<: H ~ ~ :t1 CJJ ~ H ~ :t1 N ~ N ~ . l" H ". ~ 0 I%t , ...... Q 0 0() . - ClJ N ... '* . III \D ... 0 '" Z IJJ 1.AW OI.I.ICI~S GOLDB]~RO, EVANS & KATZMAN :1111 M^,fKI~T Sl'Ifr.I~T ARTHUR L. GOLDBERG JAMES W. EVANS RONALD M. KATZMAN HARRY B. GOLDBEAG F. LEE SHIPMAN CRAIO A. STONE PAUL L.ZEIGLER .JAMES E.REID,JR. PAUL J. ESPOSITO TIMOTHY I. MARK JESSE J.COOPEA 1~ O. !toX UUO TEl..EPHONE (717) 23"".""161 IIAIfRIS]]URCI, }l1~NNSY1.VAN'JA 171011 November 7, 1980 Register of wills of Cumberland County Cumberland County Courthouse 3 South Hanover Street Carlisle, PA 17013 RE: Estate of William W. K. Rice Dear Sir: We are writing as attorneys for the above Estate, Letters Testamentary for which were applied for on November 6, 1980 by decedent's son, Daniel William Rice, the executor named in said will. Apparently because of the fact that the said executor resides out-of-state, you have requested a letter from us guaranteeing payment of the Pennsylvania inheritance tax. After my conversation with your office on the telephone yesterday, I discern your concern to be protection of the Register of wills in the event inheritance tax is not paid, and liability is thereupon charged to the Register of wills. By this letter, we herewith guarantee that we will indemnify the Register of wills of Cumberland County of and from any and all liability which might accrue to him as a result of failure of the executor in this case to pay pennsylvania inheritance tax. We trust that this is sufficient for you to issue the Letters as applied for, but if not, please contact me at your earliest convenience. V!;~ Ronald M. Kat~ RMK/ns COMMONWEAL TH OF PENNSYLVANIA OEPARTMI!NT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT * DATE April 20, 1981 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalian is hereby mode lor c Q1senlla Ihe transfer 01 the lallawing securities 01 0 Pennsylvania Corporation or 0 Notional Banking Association localed in Pennsylvania: (0) 15 (b) Pennsvlvania Power & Light (c) $8.00 preference (NOTE: In describing securilies enler in (0), ab Ole, either Ihe number 01 shores 01 slack or the face amounl of registered bonds, in (b), Ihe nome of the issuing company and in (c) the closs 01 stock or Ihe stated inlerest role and maturity dote 01 regislered bonds.) ISSUED ON 7/25/72 ,and having 0 TOTAL MARKET VAtUE OF $ 870.00 (Dot.) os 01 the dole 01 death of Ihe decedenl, William W. K. Rice , on Nov. 2, 1980 (Date of death) (Hamo of Decedent) (County) Pennsylvania (S'ot.) who was 10 Ie 01 Collge Park Apts. (Street and Humbor) Camp Hill (Po.,01l1e.) Cumberland The securities ore regislered os follows: William K. Rice (Hamo or names In which certificates ore reghtorod) ADMINISTRATOR) EXECUTOR ) 3223 Magnolia Avenue Falls Church, VA (Add....) NAME OF APPLICANT Ronald M. Katzman 11 P. O. Box 966 COUNTY FILE NUMBER ,"?I-.#J, 1v?~ ADDRESS OF APPLICANT Harrisburg. PA 17108 BUREAU FILE NUMBER SIGNATURE OF APPLICANT 8. ,,091A.. .~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL ~T BE CONSIDERED COMPLETE AND WILL BE .RETURNED TO YOU FOR COMPLETION. ' Daniel W. Rice (Nom.) COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE ~2~ /fJ'/ I hereby cansenl to Ihe Iransfer ollhe above securities now regislered in Ihe nome of the aresaid Decedenl and waive the Ii ling of 0 cerlilicale cerlilying to the payment ollhe Iransfer inheritance lox to which the property of said Decedenl is mode subiecl pursuanlla Ihe provisions 01 the Acl 01 June 20, 1919, P.L. 521, os amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance wilh Ihe provisions. of the Acl 01 April 9, 1929, P.L. 343. This Consent 10 Transler the herein described property aperales only in relerence to the eslate ollhe above-named Decedent. ,.~ 1.;;;Mo.. .. ',t\ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT .~ DATE April 70, 1981 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalion is hereby made far coosenlla Ihe Iransfer of the lollowing securities of a Pennsylvania Corporalion or a National Banking Association localed in Pennsylvania: (a) 25 (b) Philade10hia Electric Comoany (c) 9.5% preferred (NOTE: In describing securilies enter in (a), ab Ole, either Ihe number 01 shares 01 slock or Ihe face amounl of registered bonds, in (b), the name of the issuing company and in (c) Ihe class al slock or Ihe slaled inleresl rate and maturily date of regislered bonds.) ISSUED ON 5/10/74 , and having a TOTAL MARKET V A'LUE OF $ 1,675.00 (Da"l as 01 the dale of dealh 01 the decedent, William W. K. Rice (Name of Decedent) , on Nov. 2, 1980 (Ooto of death) who was lale of College Park Apts. Camp Hill (Streot and Number) (Post Office) Cumberland Pennsylvania (County) (Slate) The securities are registered os lollows: Ni"i~m ~ Ri~~ (Name or namos In which certlflcDIOS are registered) ADMINISTRATOR) Daniel W. Rice 3223 Magnolia Avenue Falls Church, Va. EXECUTOR) (Nom.) (Addren) NAME OF APPLICANT Ronald M. Katzman ~/I P. O. Box 966 COUNTY FILE NUMBER ' 1-)ft)-1,R'?/ ADDRESS OF APPLICANT H"rdRhllrl1. PA { BUREAU FILE NUMBER SIGNA TURE OF APPLICANT ,IJ^ (f' 'AM ~,4 I HOTlCE: IF YOU FAIL TO PROPERLY FILL 11'1 AHY PORTlOH OF THIS APPLI ATlON, IT WILL N 8E CONSIDERED COMPLETE AHD WILL BE RETURNED TO YOU FOR COMPLETIOH. COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE . CONSENT TO TRANSFER SECURITIES DATE~",.L2~ If;;! I hereby consent to the transfer 01 the above securities noW registered in the name of the oresaid Decedenl and waive the filing 01 a cerlificate certifying to the payment of the transfer inheritance lax 10 which the properly of said Decedenl is made subjecl pursuanllo Ihe provisions of the Act of June 20, 1919, P.L. 521, as amended and the Acl of June 15, 1961, P.L. 373, as amended. This is also in accordance with Ihe provisions of Ihe Act of April 9,1929, P.L. 343. This Consenllo Transler the herein described properly operates only in reference to the eslale ollhe above-named Decedenl. *~ Signed for Ihe Secretary 01 Reven e By d- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF CO~NTY COLLECTIONS APPLlCATIOH FOR AHD COHSEHT TO TRAHSFER SECURITIES REGISTERED IN THE HAME OF A RESIDENT DECEDENT '* DATE April 20, 1981 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVAHIA DEPARTMEHT OF REVENUE: Applicalian is hereby made lor cll1senl to the transler of Ihe following securilies of a Pennsylvania Corporation or a National Bonking Associalion located in Pennsylvania: (a) 60 (b) Pennsvlvania Power & Light (c) $8.40 preference (NOTE: In describing securities enler in (a), ab Ole, either the number 01 shares of slock or the lace amounl of registered bonds, in (b), the nome of the issuing company and in (c) Ihe class of slock or Ihe slaled interest rate and maturity date of regislered bonds.) ISSUED ON 12/30/70; 8/17/7 6, and having a TOTAL MARKET VA<LUE OF $ (D...) as 01 the dale of dealh 01 the decedenl, William W. K. Rice (Name of Decedent) 3,660.00 Nov. 2, 1980 , on (Date of dealh) who was late of College Park Apts. (Street and Humber) Camp Hill (Post Office) Cumberland Pennsylvania (S,.'.) (County) The securities are regislered as follows: IHlliam K. Rice (Hame or names In which certificates are roglstorl'Jd) Daniel W. Rice 3223 Magnolia Avenue, Falls Church, Va. (Add,...) NAME OF APPLICANT Ronald M. Katzman P. O. Box 966 COUNTY FILE NUMBER ~/_j'l)-12/~ ADDRESS OF APPLICANT Harrisburg, PA 17108 f(J 1 /) / /ir-- BUREAU FILE NUMBER SIGNATURE OF APPLICANT . ':>N,J;/y)~, ~PlY"~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NO\t..8E CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ADMINISTRATOR) EXECUTOR ) (N.m.) COMMONWEALTH OF PEHNSYL VANIA - DEP ARTMENT OF REVEHUE CONSEHT TO TRANSFER SECURITIES DATE ~ d1~ J 1'1"1 I hereby consenllo the transfer of the above securities now regislered in Ihe name of Ihe resaid Decedenl and waive the filing of a certificale cerlifying to Ihe payment of Ihe Iransfer inheritance tax 10 which Ihe properly of said Decedent is made subject pursuant to the provisions of the Acl of June 20, 1919, P.L. 521, as amended and the Acl of June 15, 1961, P.L. 373, os amended. This is also in accordance with ihe provisions of the Acl of April 9, 1929, P.L. 343. This Consent to Transfer the herein described properly operales only in reference to Ihe eslale of the above.named Decedenl. .~, ,~'\ Signed for Ihe Secrelary 01 Revenue By ~A'1 !?~ 2 .( ivna.., d~ - . RW-B c2 /- Po- 1.22..- INVENTORY OF REAL AND PERSONAL ESTATE - -..-- In t~. "aUrr of t~. Eetalr of.......W.u.u.\I.I!I..W......I.\,...R;f.s:.ll................................. lale or ~!lX.9."'.&\1...!lL.c;:.~.l)l.P...t\.UJ.,.................in the Counly of Dauphin, Slale 01 Penna., deeeallCd. Jnopntofll ollhe real and personal eslate which were of the above-named William W. K. Rice . ....... ......................................... ...... ................................. ........ deceased. Taken and appraIsed the ....dla.~~... day of ......,!~J.Y..............19 81 (Date of death ..RQ.v.....2....1.9.8.~ 1 Checking Account No. 71-697330 with Dauphin Deposit Bank & Trust Co. in the amount of 13,196 96 11,123 30 22,280 00 22.012 50 200 00 ":1".' I".'" '("11'" ,1'" ~~:!I ~h). A'j ..p) "il4 llee.: ....)~ j',';4i , ," :~.'~'::l" l"t"pi!.: ., <11 1'.000 00 800 00 2,950 00 53 36 961 30 26 40 14 50 30 46 2 00 2 Certificate of Deposit with Dauphin Deposit Bank & Trust Co. in the amount of 3 Stock held by decedent as per attached letter from stockbroker 4 Bonds held by decedent as per attached letter from stockbroker 5 Christmas Club Account held by decedent in the amoun t of 6 Miscellaneous furniture in decedent's apart~~ ment as per attached list 7 Clothing and personal items of decedent as per attached list 8 1978 Ford Fairmont, which was sold for 9 State Employees Retirement System - benefits received for November 10 Pa. Blue Shield - Medicare reimbursement 11 Amer. Assoc. of Retired Persons - premium refund 12 Kemper Auto Insurance Co. - premium refund 13 Shelby Mutual Ins. Co. - premium refund 14 Magazine subscription refund RECAPITULA nON , .7..4.,.(\50...7.8 - 0 - , ................... 5 .?~.~.?~.~:..~.8 AppraIsed value 01 Plltsonnl properly..................................................................... Appralsod valne 01 ,"al estule ............................................................................... Tollll appraised value...... ......... .............................. ..... ....................... .......... ....... AFFIDAVIT OF PERSONAL REPRESENT NFtVE County of Dauphin S8: Daniel H. Rice .............................................................................................................................................. Execut or .A.QlIlinistfllt- of Ihe Eslate ol.............1U.U..in.IIl...H.,....K^...l!.t\;.~.............................................. ueceased, bein~ duly.....................s~D.r.n.. ............................... accordin~ to law, depose and say that the items appearing in Ihe Invenlory induue all of the personal assels wherever situate and all of the real eSlate in the Commonwealth of Pennsylvania of said uccedent; that the valuation placed opposite cadI item of said Inventory represenls its rair value as of the date of the decedent's death; and that uecedent owned no real estale ontsiue Ihe Commonwealth or Pennsylvania except that which appears in 3 memorandum at the end of the Inventory. (2. ~ .......$.w.Qx.n..............~..... and subscrihed \ 1. w . IJ / / 1 '. 1 f . 'J') _ 'd ....... ..<~2:!Li.f,...4/L/..... .U,.......".................... Ie ore me tlns......IX....,..,..~............ ayof Daniel If.Executar. mmmlttt.!l>f' ",ice .."1!.............:!'.!!.~X4.. ................., A. D..19.~.~.. 3223 Ma"nolia Ave Falls Church VA /J , IV-- ....................<;>..........................:..1....................................2 2 041 ...~;;~~~~~.:;::(..=.............. Addr... ~bburg.llIupllln Co., Pa. INSTRUCTIONS .... CcIIlInhoIon ExpIres April 29, 1985 1. An Inventor)" must be flied within three montha after appointment of personal representative. 2. A supplemental Inventory must be flied within tblrty CIa)'S of discovery of additional BBBots. 3. AddlLlonal Bbeebs may be attached 8B to personalty or realty. 4. See Article IV. Fiduciaries Act of 1949. , , .- I .~ ~ .~ '-' a -,. .' I. I :s~ 00 6~ N ;'-.~ LlJ~' ; q:! 0' -' ~'i;;:i o::(f. Oc, -:> ;~ '-"w .~ ~o:: ~ ~ 5'=' >< o ~ " ~ :E ~ t g- o. .. - ~ e " ci s .. Cl .. ':;j ~ 0: :< - nI! - < 13 u: 0 oM: ..:l " .. ~\ .,; ~< u -= " ~i \ iE .. 0 - .. 0 ~\ "'! " u on .. ., .. ., OIl "tl "k - ~: ", r-l: ., - ai ~Q ~ .. 0' .-i' on :e ,;: ><' 'M: Po. 'M (13: 0: =< >; ~ u -:S 'M: "'\ ~ ~ ~: o.j " ~ " ~: ,; " \ r:: roi 0 -5 .r-4: " u \ - "'. .c Uj -\ - " .5 - :E ,., 0 '" ~ "J Co "0 " ~ " " 0 .!! " 0 ~ .. 0 0 ~ '0 .!'! '0 Cl i=: u Pl El~K I NS & 00. 212 l"cusT STIIEF.T P.O. Box 809 IIAIH\lsnuI\G, (lA, 17108 jli/.HlM04 MU,1IUI\': ~I \\' "Ull~ Slfl('" b:t~Il,\f\ila. 1:-0(:. .\:'\In (Jlllrn 1'1lINt;II'AI, EU"IlM.t;J" December 10, 1980 RONALD M. KATZ}lAN, ESQ. Goldberg, Evans & Katzman 319 Market Street P. O. Box 966 Harrisburg, PA 17108 RE: Estate of William W. K. Rice Dear Ron: As requested, the following is a valuation of ~he Estate of William W. K. Rice as of October 31, 1980. SIIARES 100 200 ioo 25 100 300 400 60 15 ~ 5M COMPANY ~ MARKET VALUE 01110 EDISON CO:.lPANY 13~ $ 1,350.00 ($1.80 PREFERENCE STOCK) PACIFIC GAS & ELECTRIC COMPANY 16 3,200.00 (8.207. PFD. STOCK) TOLEDO EDISON COMPANY 17 1/8 1,712.50 ($2.365 CUMULATIVE PFD. STOCK) PHILADELPHIA ELECTRIC COMPANY 67 1,675.00 (9.50% PFD. STOCK) JOHNS-MANVILLE CORPORATION 25 3/4 2,575.00 A.'lERICAN ELECTRIC POWER CmlPANY 17 5/8 5,287.S0 PAN A11ERlCAN WORLD AIRWAYS, INC. 4 7/8 1,950.00 PENNSYLVANIA POIffiR & LIGHT 61 3,660.00 ($8.40 PREFERENCE STOCK) PENNSYLVANIA POWER & LIGHT 58 870.00 ($8.00 PREFERENCE STOCK) CONSOLIDATED EDISON CO. OF N.Y. (FIRST MORTGAGE BOND 7 3/4% DUE) (2/15/2003 ) 59 2,950.00 RONALD M, KATZMAN, ESQ. DECE~mER 10, 1980 PAGE 2 BONDS COMPANY llif!;. }IARKET VALUE 10M PENNSYLVANIA POWER (, LIGHT 70 3/8 $ 7,037.50 (1ST MORTGAGE nOND, 7~7. ) (DUE 1/1/2003 ) 5M PENNSYLVANIA POWER (, LIGIIT 88!, 4,412.50 (1ST MORTGAGE BOND, 9 3/4%) (DUE 11/1/2005 ) 5M PENNSYLVANIA POl,ffiR (, LIGIIT 75 1/8 3,756.25 (1ST MORTGAGE BOND, 8!~ ) , (DUE 12/1/2006 ) ': 5M PENNSYLVANIA POWER (, LIGHT 77 1/8 3,856.25 (1ST MORTGAGE BOND, 8~7. ) (DUE 12/1/2007 ) TOTAL MARKET VALUE---$44 ,292.50 If you have any further questions, please feel free to calL Sincerely, '--7 II u.. I :L:r 1<------' Marilyn R. Kanenson HRK/ amh , /.. .-L.. . ,'~(.. ."J' ~I"- . ; 'r.; ~ - ~ . -f.'..-. c.~.(l.'.("': ('. ~ ,....- ,"/..-'.. . . " 'f, /,,- (., .' 0.." / . --: '..' ,0 ..../. c:.. '. .- ,. p:? //;.. 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'. / ." f) . /~ 11 &""~, ~~ ~ - -07..?-r /7J f~J2-"'b"~ ; 'jLC tV L~-Q~(\ J- J..I.{ C'l Q QI~S Q. -'l u:.f20~J- couoA tv (h-<:;..,.. <...-- ~J/ .M! ell~ Lf,.CLU c~1 o..y~~ {j)u ~ / / - 1$3 - L3 REV.15QO EX-t (9.81) BUREAU OF EXAMINATION PENNSVLVANrA OEPARTMENT OF REVENUE P.O. BOX 8327 HARRIS8URG, PA 17105 Decedent's Neme (Lest, First. and Middla Initi.1) DECEASED 't1 Wi i Soci.1 Security Numbar Data of Death d.!n.).~-0503 l\-O~-cgC INHERITANCE TAX RETURN RESIDENT DECEDENT File Number a \ - '8 0 -0, d.~ Dacedant's Address ~ol\t.'j(, Pa.d< ~~S. QUM ~i 11/ PPI nOli CHECK 1. Drigin.l Ratu," m 2. Supplamenlel Ratu," 0 3. Remaindar Ratu," 0 BLOCKS 4. Lifa Estata 0 5. Fede,,1 EstatoTox 0 Return Required. 6. Decedent died lBstate r\7l 7. Decadent meinteined a living 0 B. Number of safe deposit 0 (Alt8Ch copy of WillI LAJ "ustlAttach copy of trusll bo.es inventoried All correspondence and confidential ta. informetion should be directed to: APPRO. PRIATE CORRE. SPONDENT N a A C\ g Telephone No. '-\ \ \.0\ Slata Zi Recapitul.lian 1. Real Estate (Schadule A) ( 1) 2. Stocks and Bonds (SchOOula BI ( 21 3. Closely Held Stock/Partnarship Interest (Schedule C) ( 3) 4. Mortgages and Notes (Schedulo D) ( 4) 5. Cash & Miscellaneous Personal Property (Schedule EI ( 5) 11\ J ~'5().')( RECAPIT. 6. Jointly Owned Property (Schedule F) ( 61 ULATION 7. Transfers (Schedule G) ( 71 B. Total Gross Assets hotal lines 1.7) AND 9. Funeral E.penses Administrative Costs/Miscelleneous E.penses (Schedule HI ( 9) TAX 10. Debts/Mortga9es/Liens (Schedule II (10) 11. Total Oeductions (total lines 9 & 10) 12. Net Valua of Estate Uine B minus line III CALCU. 13. Charitabla Bequests (Schedule J) LATION 14. Net Value subject to la. \line 12 minus line 131 (B) 14 '" liD.l ~ ) (Ill 5''\lDlD.'&.3 (12) LD'i;:("i~.qS (131 (141 iD~, "'~ 3.G'i Computation at Tn 15. Amounl of line 14ta.eble et 6% rete (15) (0<;<' lID ~3.'16 linclude values from Schedule K) 16. Amaunt of line 14ta.eble at 15% rato (16) linclude values from Schedule KI 17. Principal to. due (add ta. from line 15 plus tox from line 161 lB. Total Prior payments: (a) Amount Paid (bl Plus Discount (cl Minus Interest (1 B) 19. Balance Due (line 17 minus Iina 1 B) Make Check Payable to: Register of Wills, Agent .. . PLEASE RECHECK MATH' .. ..06=3) 1&1. ot ..15= (171 Ii) I ~ I. '{) ~ (19) Under penalties of pe 'ury, I declare that I have e.amined this return, including accompanying schedules and statements, and ta the best of my knowledge and belief, it is true, c , t, and complete. Declaration of pre parer other than the personal representetive is based on all information of which prepar.r hes any knowledge. IVEtS) ADDRESS DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS OATE RE......U9 E'Y.+ 19~al COMMONWEA.L TK OF PENNSYLVANIA "DEP'ARTMENT OF REVENUE TRANSFER rNHERrTANCE TAX RESIDEIlT DECEDENT STATEMENT OF FIDUCIARY (Instructions on Roverse Sid~) * William W. K. Rice Dole of Death Nov. 2. 1980 Estole of LoSI Addres~ol1ege Park Apts. Social Securily No. 207-22-0533 State Fi Ie No. Counly File No. d I-,f(}- ~./ Camp Hill, PA 17011 (CITY. ISTATE) IZIPI 1. Decedent died: ( ) Inteslale (withoul 0 will) (XX) T estole (Ieoving 0 lasl wi II --copy ottoched) 2. Is Ihe filing of a Federal Eslole Tax Relurn required for Ihis estole? 3. (x) Execulor ) Adminislrotor Yes_ No xx Nome Daniel 1-1. Rice Social Securi Iy No. 209-24-0;1'8 Address 3223 Magnolia Avenue Falls Church, VA (CITYI 22041 (5TATEI (ZIP) 4. All correspondence should be moi led to (xX) Attorney Fiduciary. 5. If on o"orney is represenling the eslote, indicole: Nome Ronald M. Katzman 234-4161 Telephone No. Address P. O. Box 966 Harrisburg, (CITY) PA (STATE) 17108 (ZIP) Lisl 011 safe deposil ~oxes registered in Ihe decedenl's individual namehor jointly with, or as on agent or deputy of onolher, or in decedent's individual nome with righl of access by anol er os agent or deputy. Include the nome and address of the bonk or other inslilulion where Ihe safe deposit box is located, Ihe nome (s) in which the box is regislered and the relolionship cf Ihe ioinl holders 10 Ihe decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTArNED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX rs REGrSTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Dauphin Deposit Bank & Trust Co. IHlliam K. Rice 213 Market Street Daniel W. Rice, Deputy Son Harrisburg, PA Under penalties of periury, I declare Iholl hove examined this relurn, including accompanying schedules and slolemenls, and to the besl of my knowledge and belief il is Irue, correcl and complele. ~! ~l~::~~( io~~~ u~~ /f!{1 t/Dt<< PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowl edge; b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wile, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENT OFTAX The tax assessed on the transfer 01 property reported in the return is due 9 months after the decedent's death. Interest at the rate 016% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills 01 the county wherein the decedent resided and are received subject to the linal determination 01 the Department 01 Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or againsl.any property belonging to a transferee liable lor the tax. 8. FILING OF FALSE RETURN Any person who willfully makes a lalse return or report required of him shall, in accordance with Section 793 01 the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services performed in administering an estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA_40_lndividuallncome Tax Return. REV-4~ CX+ (10-!!)) COMMOKWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~ .~ , , ., ,. ....~- .. :.g~ SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Side) ESTATEOF WILLIAH l~ K RICE ! ! ITEM DESCRIPTION ESTIMA TED DEPARTMENT ! NO. MARKET VALUATION V ALU E (OFFICIAL USE ONL YI : i ! ! N 0 N E ! , TOTAL - 0 - If additional space is necessary, use BY2" x 11" sheels. INSTRUCTIONS FOR COMPLETING SCHEDULE "Au Schedule "A" should include 0 detailed descriplion af 011 reol property located in Pennsylvania ond held solely by the decedent or held joinlly with another individual (s) as lenants in common. Lisllhe decedent's percenlage of awnership and the estimaled markel value of Ihe decedent's inlerest. (Property held as joinl tenants with Ihe right of survivorship or tenonls by entireties should be reporled on Schedule "E".) All real estate locoted in Pennsylvonia should be described by 101 and block number, street address, number of acres and general descriplion of land ond buildings. Also, include Ihe book ond page number in which Ihe deed is recorded and the exocl title as indicated on Ihe deed. If Ihe properly hos been sold, ottoch 0 copy of Ihe settlement sheel. If the property is subject 10 0 mortgage encumbrance, include Ihe nome of the morlgagee, date, rate of interest and the oulslanding balance on Ihe date of dealh and attach a stalemenl from Ihe morlgagor verifying the oulslonding balance. Properly taxes and interesl on martgages as of the date of death, assessments and other encumbrances should be listed on Schedule "F". Do not deducl them on Schedule "Au. HEV"4~1 E.". (B~i\~I. r.O~MON.WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER rNHERITANCE TAX RESIDENT DECEDENT Estate of ITEM NO. SCHEDULE "B" PERSONAL PROPERTY ~~" ,Viif/i.t ~, ;~~:,(,1f;~f-~t. (lnslructions 011 Raverse Side) WILLIAM W. K. RICE DESCRIPTION UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL YI 1 Checking Account No. 71-697330 with Dauphin Deposit Bank & Trust Co, in the amount of $ 13,196.96 2 Certificate of Deposit with Dauphin Deposit Bank & Trust Co. in the amount of 11,123.30 3 Stock held by decedent as per attached letter from stockbroker 22,280.00 4 Bonds held by decedent as per attached letter from stockbroker 22,012.50 5 Christmas Club Account held by decedent in the amount of 200.00 6 Miscellaneous furniture in decedent's apartment as per attached list 1,000.00 7 Clothing and personal items of decedent s per attached list 800.00 8 1878 Ford Fairmont, which was sold for 2,950.00 9 State Employees Retirement System - bene fits received for November 53.36 10 Pa. Blue Shield - Medicare reimbursement 961.30 11 Amer. Assoc. of Retired Persons - premiu refund 26.40 14.50 12 Kemper Auto Insurance Co. - premium refu 13 Shelby Mutual Ins. Co. - premium refund 30.46 14 Magazine subscription refund 2.00 TOTAL $ 74,650.78 If addilianal space is necessary, use 8\," X 11" sheels. \11'\111111'\ ;\jIW '.n.... \1'..... 1,".11'\'1.1, bo' .''''lllhllllll'III!';'-'''''ll-,nIM".,I'\ ELJIONH & CO. llll.AlCUST STIlF.r.T P.O. nox 809 11.\I\l\ISIIUI1G. (lA, 1710R ~ HtH' 114114 December 10, 1980 RONALD M. KATz:lAN, ESQ. Go1dberl;, Evans & Katzman 319 Market Street P. O. Box 966 Harrisburg, PA 17108 RE: Estate of William W. K. Ric~ Dear Ron: As requested, the followinll is a valuation of the Estate of William \~. K. Rice as of October 31, 1980. SIIARES 100 200 ioo 25 100 300 400 60 15 ~ 5M COl1PAN'l ~ HARKET VALUE 01110 EDISON CO:.lPANY 13~ $ 1,350.00 ($1.80 PREFERENCE STOCK) PACIFIC GAS & ELECTRIC COMP ANY 16 3,200.00 (8.207. PFD. STOCK) TOLEDO EDISON COMPANY 17 l/R 1,712.50 ($2.365 CUMULATIVE PFD. STOCK) PHILADELPHIA ELECTRIC COI1PANY 67 1,675.00 (9.50% PFD. STOCK) JOHNS-IlANVILLE CORPORATION 25 3/4 2,575.00 A."IERICAN ELECTRIC POWER CmlPANY 17 5/8 5,287.00 PAN AHERICAN WORLD AIRWAYS. INC. 4 7/8 1,950.00 ?ENNSYLVANIA POIffiR & LIGHT 61 3,660.00 ($8.40 PREFERENCE STOCK) PENNSYLVANIA POWER & LIGHT 58 870.00 ($8.00 PREFERENCE STOCK) CONSOLIDATED EDISON CO. OF N.Y. (FIRST MORTGAGE BOND 7 3/4% DUE) (2/15/2003 ) 59 2,950.00 , /. .-L. . ,''','. ." ~""" J. "q:. ~'- ~ . .. '..-. ,,~.(1'''..(''': ('. ~ -. :'=:", . . "...~,..., (",/'- . / . /" v d'.'" .-.-. .:7 '. . '. : c..' .. .. - r c;-.~. /</.:-~........ .-t:?.. /~.4~'-':: ./ ......- r ? i/r~ .- . / "./2',r:' c- ,;4.....-, . / e~.:~~~ / ~C'~.-t'.-7./(-.. /~' 7)(/2-/_ __ .~_ :;-~~_.4~__.~ __. / 4~ .:'.r?:-c-~_ - - - / e"p';J/( .~?~ _ .. ...._/~~... /~...c..~. ._. .- --j .. /??'''./f.-. ..... _.,,~- . .. ;2 #~./~.. .. - ..-/ ~~...- -- --- -.. . . ~__ - _. - . .n. ..., ~~._..- .._----..- .~~~!!~~- . 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I I i , " i 'I I ) / J / ( I ( I / ~ \ \ J I q. j).":l...~'i- '.)p(l c.. , ,~(ttu f2.( cd.... 8-t (ll,. C . tAI'v ~'{L( f:~LC( N- c:( '27 ~/ 0.' . . UI.{M,rV C....ucJ"" t :'r ~~ ..ti.c I.: r :p.- ;....l, 1 J..n to tV-,- A~~~ jJ'L0--> A <.J fi....2 tr, (l.r------ t f.; uJ. /2.vvv.... c I ~~'- LJ:C"J 1~Jl~1 f.;J~pc..,J- v ~/ RlL~ ~ L./ A~Qi~ ~~~ .-~ ~~J ~j ~ .u.-d: ,tJv...L- ,/ J L/ j).tU- 1../ V .~ ~j tJ,cu.\.-:o..C . (JII ' (Ji...cu-- 0fir7\ . ~kv~ 1 ~ct-4 I 1~~- f~(L,- I lu.CVV1;.. .. . ! /,,::C<e' ~;;;y{.P_ .." r f) . /~ t1 &'"'~, .-e~' - -0'7.?->- /7J f~p/cY'~ , 'f\.C I..Y .tl.{.C't~(\ J.- ).."{ C't Q el~~t o ",-u:.(!o~J- C"ouoA --- ~v .tV e €O L 1. CI...l{ C'''-~1 0- ,-'-t~ {jj1;J ~ RE Y"U2 E X+ (8.eol COMMOHWEAL TH OF PENNSYLVANIA . DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT SCHEDULE "C" TRAHSFERS Estate of WILLIAM W. K. RICE INSTRUCTIONS: 1. Answer t!le questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to \\110m transferred and relationship of transferres to decedent. Attach a copy of any trust, deed, or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED MARKET VALUE DEPT. VALUATIOH {OFFICIAL USE ONL YI NON E TOTAL - 0 - If addilianal space is necessary, use 8\'2" x 11" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receivin~ valuable and adequate consideration? (Answer "Yes" or "No".) 2. Did decedent, within two years of death, transfer property from himself/ herself to himsel f!hcrself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) - 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideralion therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) a. Was there any possibility thatlhe property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was the transferee's age allime of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) 6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ). 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) 8. Did decedent, at any time, transfer property, the bBleficial enjoyment of which was subject to change, because of a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ). REV04!i3 EX.-UO.80) COMMONW:E/lL TH OF PENNSYLVANIA . OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT Estate of IHLLIAH IL K. RICI, SCHEDULE "0" BENEFICIARIES (Instructions DIJ Reverso Side) BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Daniel H. Rice 3223 Hagnolia Avenue Falls Church, VA 22041 Son Yes Entire Estate . The above beneficiaries were living at the time of the decedent's death except for the following: NAME If additional space is necessary. use 8W' x "" sheets. DATE OF DEATH INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Schedule "A." Describe all personal property as indicated in the instructions for Schedule "B." Include the name, address and relationship to the decedent of the co.owner[sl and the date the ioint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. C "C 0 n ::- '" > :; z > 0 0 0 V1 0 - C) n c: 0 ...; z .. Z t"" t"1 t"1 > 0 - 9 t"" ;>; Z ;;:l - Z Z t"1 ...; t'1 ...; ~ p p ...; -< V1 t'1 V1 Z 0 V1 0 ...; I P ":1 ":1 ;>:: I ~ , ... ,:'J I 5 ';.:J ::r t. '-' I z I. ,,:,,:"'_1 1 0:: "," I - . N ~~ l;:~ . I O' = o;(f, -: '~t".J ell:; ~.:* Uw !:J:5 ~c:: ~ ju ~ :..> -< -< t"1 t'1 > > ;;:l ;:0 I \ I ItEV.~5i EX.t 1;\80) COMMO'lWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER rNHERITANCE TAX RESIDENT OECEOENT SCHEDULE "F" STATEMENT OF OEBTS AND DEDUCTIONS --.-- ____ - u.__.._ __ Estate of IHLLIAH IL K. RICE __Datcof Death 11/2/81 FilcNo~61'- 7.-=J.:J WHEN CLAIMING THE FAMilY EXEMPTION. COMPLETE THE FOllOWING: Claimant Rclutionship to Dcu:cJcnt Claimant's Add res!; at time of Decedent's Deatll t ITEM OATE NAME OF PAYEE REMARKS AMOUNT , NO. 1 11 11 ~ RDDiQeD~ nf IJlll Q Grant of letters 7~.on 2 12/9 The Eveninp Sentincl Advertising letters 21.50 3 12/12 Cumberland Law Journal Advertisinf\ letters 18.00 , 4 11/5 Pearson's Funeral Home Cremation expenses 445.00 , 5 12/22 Glebe Hedical Assoc. Hedical expenses 1,016.00 , 1981 6 4/20 Register of IHlls Short certificates 8.00 7 4/20 Internal Revenue Service 1980 Federal income tax 603.00 8 4/15 Pa. Dept. of Revenue 1980 State income tax 63.00 10 arious Elkins & Co. Stock transfers - commissions and expenses 617.33 11 Goldberf\, Evans & Katzman Attorney's fees 2,500.00 12 Reserve for additional securi ties trasnfer expense, filing account, filing fees and : miscellaneous 600.00 . TOTAL I $ 5,966.83 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the est deduct~?ns For lnh . ance Tax purposes. '/t;>;Jtd V ~a 2--) U SIGNATURE OF FI UCIARV OAT OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT % TAX RATE REGISTER OF WILLS DATE GENERAL INHERITANCE TAX INFORMATION , Unsatisfied liabilities incurred by the decedenl prior to his/her death ore deduclible againsl his/her taxable eslale. In addition 10 debts incurred by the decedenl or estale, olher ilems ore claimable including the cosl of administration, attorney fees, fiduciary fees, funerol and burial expenses including the cosl of a burial 101, 10mb slone or grove marker and other relaled burial expenses. I I 1 1 , I , 1 .J All debls being claimed against an eslate are subiect 10 the approval of the Register 01 Wills with whom Ihe Inherilance Tax Relurn is filed. Evidence .10 support the decedenl's or the eslate's liability lor Ihe debts being claimed should be attached 10 Ihis schedule. A family exemplion may be claimed by 0 spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, Ihen any child of the decedenl who is a member of Ihe same household con claim the exemplion. In Ihe evenllhere is no such spouse or child, Ihe exemption can be claimed by o parenl or parenls who ore members of Ihe some household os Ihe decedent. The family exemption is allowable only against assels which pass by a will or by the Pennsylvania Inleslale Laws. NOTE: Compensalion paid 10 an estole represenlative; nomely, an executor or administralor, for services performed in adminislering on eslate is reportable far Pennsylvania Income Tax purposes. This laxable income item should be reported on form PA.40.lndividuallncome Tax Return. .. "" " n Ei m Ei ~ z > 0 0 <fl Cl n c:: " ;i! z ::: z r" m m ;>; Z ;ll 5' - 0 r" Z Z m o-l m o-l Z 5' 5' o-l -< <fl m - <fl Z 0 <fl 0 o-l 0 "rl "rl ~ - 0 Z . . ... ,. - ;. ;:[' ,,>,e. ~l. . ~. ,. ::0 (~. cc f;..: r:1': N tu-I ........4. 01" 01.5 c.t::~-. =s 0--- '0:> -< -< (.)c.:< "':c m m wu.1 "':::> ",,"" - ~(.J > ~ ~ u ;ll INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If Ihe family exemption is being claimed, indicale Ihe c1aimanl's name, address and his/her relationship to Ihe decedenl. Enter "family exemption" in Ihe remarks column and the amounl claimed in Ihe amount column. 2. Assign consecutive numbers to each ilem lisled. 3. Enler the date on which each debl was incurred and/or paid. 4. Enler Ihe names of each payee. S. Provide a brief explanation in Ihe remarks column for eoch debl claimed. 6. Enler Ihe amounl of each debl being claimed. 7. The form must be signed by the person who has assumed the responsibilily lor paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE BYl" x 11" SHEETS. I ;. .__tWS"tA __ __ __ -=- -- -. -- - - ~- . _a I d.ftlv.1I121X. I..,' "v 1 N;f:;':'i'(~' .,.' , " COMMONWEALTH OF PENNSYLVANIA f 4 'No,K;i 29674 . 'DEPARTMENT OF REVENUE I .y,"., ". 'OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX [ t ',. '" . ., 'I = " ~ >>eniel w. aice ~( RECEIVEO 'J FROM '''', AODRESS - TAX AT 6% TAX AT 15% TAXAT_% ESTATE TAX TOTAL TAX CREDrT 83.748.76 '--ESTATE~FORMATION:----------------- DA TE OF DEATH FILE NUMBER NAME OF DECEOENT wilHaJ\l w. ice m m LESS DISCOUNT PLUS % INTEREST (FROM TO_I DATE OF PAYMENT COUNTY TOTAL AMOUNT PAID $3.748.76 ----------- -------------------------------- POSTMARK OATE REMARKS: SEAL RECEIVEO BY / !.L'l (6 . f.t.~J , . / SrGNATUR y "PAID ON ACCOUNT" I I """" "wm I~-------------------------------- I . I I I I 1 I I I \ , HCC'JZ 19.61P APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT ~. ~" COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS DATE 12/14/81 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalian is hereby made lor cansentla the Iransler 01 the 10 \lowing securilies of a Pennsylvanio Corporalian or 0 Nationol Banking Assacialion located in Pennsylvonia: / / $10,000 PP&L Due 1/1/2002 7-1/2% : $5,000 PP&L Due 12 1/2007 8-1 2% (a) $ 5,000 (b) PP&L Due 12/1/2006 - 8-1/2%: $5,000 M'&L Due 11/1/2005 9-3/4% (NOTE: In describing securities enter in (a), ab Ole, either the number 01 shares 01 slock or the lace amounl 01 regislered bands, in (b), the name 01 the issuing compony ond in (c) the closs 01 slack or Ihe sloled inlerest role and malurity date 01 registered bonds.) ISSUED ON "nknnwn ,and having 0 TOTAL MARKET VA'LUE OF S 25,000 (Da'.) as ollhe dole 01 death 01 the decedenl, \1i11iam W. K. Rice (Name of Decedent) , on-.-Nov. 2. 1980 (Date of dealh) who was lale 01 ca11elle Park Apts. (S"e.t Clnd Number) Camp !:lil1 (Pot' Office) Cumberland (County) Penna. (S.a'.) The securilies ore regislered as lollows:_ william K. Rice (Nome or nomel In which certlflcatlll or. register. d) ADMINISTRATOR) EXECUTOR ) 1??1~gno1i" AvP. Falls church. VA (Add,...) Ronald M. Katzman P. u. ~ox ~t)b COUNTY FILE NUMBER 21-80-722 ADDRESS OF APPLICANT Harris urg, PA V') BUREAU FILE NUMBER SIGNATURE OF APPLICANT ' NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WI CONSIOERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. n::.nie..l-.W Ri~p (Home) NAME OF APPLICANT ~"., - COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE cd CONSENT TO TRANSFER SECURITIES OAT tJ~Jt/fJ'1 I hereby consent to Ihe Iransler olthe above securities now regislered in the nome ollhe aloresaid Decedenl and waive the filing 01 0 certilicate cerlilying 10 the paymenl of the transler inherilance lax to which Ihe properly 01 said Decedenl is made subject pursuant 10 the provisions 01 the Act 01 June 20, 1919, P.L. 521, os amended and the Act 01 June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions of the Acl of April 9, 1929, P.L. 343. This Consenl to Transfer the herein described property operoles only in relerence to the eslale of Ihe ., abave.named Decedenl. .; ~ i I I I I I I I I I I I I I c .. -- t.. >~~~ , r- ~ -. r~.; u. -" 1..":" . .....(r". Cl' ew ("I..1J n::tr. = I r:: 0(5 ':::~ '-'W ~~.~ ~o: ~ -,W ~ U COllllOt/WEAL TH OF PENNSYLVANIA .' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDEln .~ ~\ DATE 12/22/81 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalion is htreby 'rp.ade for c ansent to the Irons fer of Ihe following securilies of 0 Pennsylvonio Corporation or 0 Notional Banking Association locoted in Pennsylvonio: (0) $5,000 (b) PP&L First MtlJ. Bond (c) 8-1/4% - 12/1/2006 (NOTE: In dascribing securities enter in (0), ob Ole, either Ihe number of shores of stock or the face amount af regislered bonds, in (b), Ihe name of the issuing company alld in (c)lhe closs of stock or the slated inleresl rote and maturity dote of registered bonds.) ,and having 0 TOTAL MARKET VALUE OF S 5,000 ISSUED ON unknown (Oa'.) as 01 the dote 01 death 01 th, decedent, william w. K. Rice (Home of O.c.dent) ,on Nov. 2, 1980 (Do.. of death) who was lale 01 Colleae Park Apts. (Sf,..t Clnd Numb.,) Camp Hill (po.t Offlc.) Cumberland Pa, (SIal.) (Count,) The securities ore regislertd os follows: I'/illiam K. Rice (Hom. or nomu In which u,lIf1cot.. Of. ,.vl'f.red) ADMINISTRA TOR) EXECUTOR ) Rice 1221 Ma'i1nolia Ave. Falls Church Va. l.Add... .) NAME OF APPLlCANT_ Ronald M. Katzman, Esq. P. O. Box 966 Harrisburg, PA ""nip' W. (Ham.) COUNTY FILE NUMBER 21-80-722 ADDRESS OF APPLICANT BUREAU FILE NUMBER SIGNATURE OF APPLICANT NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICA TION, IT WILL CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF REVENUE . CONSENT TO TRANSFER SECURITIES DATE,pf.2/,PM1gw;&,/fFt I hereby consenlla the transler of Ihe above securities now registered in the nome 01 the aloresaid / Decedent and waive Ihe filing of 0 certilicate certifying to the paymenl ollhe tronsler inheritance tax 10 which Ih. proptlty 01 aaid Dec,d,nl ia mod. subj.ct pursuanl ta Ihe provisions 01 the Acl of June 20, 1919, P.L. S21, os amended and.the Act af June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions 01 the Acl of April 9, 1929, P.L. 343. This Consent to Transfer Ihe herein descrihed praperly operates only in reference to Ihe estate of the above.named Decedent. t\,,.,~ ~ I'~~" ~"",p1J. J k ~ft{/J?!//& uL- CGunlv) -.. ~ ~,' 5:: .. .- : -' "'" -< c;}. N ;~__J tIl- e.. ~3 l~: Cll ", i..oJ C:-:,'n = ...~ Oc; L;;.L Uu~ ~i3 ~c:: ~ ~ -' ,., COlt140tlWEAL TH OF PEtltlSYLVAtll" DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIOHS APPLlCA TION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT t*~ DATE 12/22/B1 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalian is hereby made lor c Olsenllo the transler olthe fallowing securities 010 Pennsylvania C '. orparalian or a National Banking Association lacated in Pennsylvonia: . (a) 5,000 (b) PP&L First Mortgage Bond (c)B-1/2% - 12/1/2007 (NOTE: In describing securities enter in ial, ab Ole, eilher the number of shares 01 stock or the lace amount 01 registered bOlds, in (bl, Ihe nome 01 the issuing campany alld in (c) Ihe class 01 slock or the staled interest rate and maturity date 01 regislered bonds.) ISSUED ON unknown , and having a TOT AL MARKET VALUE OF S 5,000 (0.'.) as of the dale of death of the decedent, William W. K. Rice ,an Nov. 2, 19BO (Hame 01 Oeud.nt) (Oat. of death) who was lale of Colleae Park Apts. (St,.., and N",mb.,) Camp Hi 11 (Pa.t OHlc.) Cumberland Pa. (Collnty) (Stat.) The securities are registered as lallows: Ni11iam K. Rice (Name Of nom.. In which c.,tllleol.. are '.'IIla'er.d) 3223 M~9nolia Ave. Falls Church Va. lAddnu) NAME OF APPLICANT _ Ronald M. Katzman, Esq. P. O. Box 966 Harrisburg, PA COUNTY FILE NUMBER 21-BO-722 ADDRESS OF APPLICANT ~71 OR BUREAU FILE NUMBER SIGNATURE OF APPLICANT t~..Q9)1A -', " 'OTICE, IF ,OU FA" ,,,"0''''' F1" " '"' ""'0' OF '"" A""m".. 1F "" " CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ADMINISTRATOR) EXECUTOR I n;tn;p1 w. (Hom.) RiCE! COMMONWEALTH OF PENNSYLVAtllA - DEPARTMENT OF REVENUE ~:t!- CONSENT TO TRANSFER SECURITIES OAT '/A#JtJ~I/f/I I hereby cansentta the tronsler 01 the above securities now registered in the name 01 the aloresaid / Decedent and waive the liling 01 a cerlilicate certifying to the payment 01 the transler inheritance lax to which the property of said Decedent is made subject pursuant to the provisions 01 the Act al June 20, 1919, P.L. 521, II lI",ni.i Ini th. Act cl Jun. 15, 1961, P.L.. 373, 01 amended. This Is olsa in accordance with the provisions 01 the Act of April 9, 1929, P.L. 343. This Consent 10 Transfer the herein descrihed property operates only in relerence to the estate 01 the , abave.named Decedent. ~~~~ /'K.f;~ ." -~~~'.i --= i ('. I 5: .. "" ~ r: ,. \ '-" N ~::: ~j lI..:~..' r - \ Cl. i::J !_-';;j C::'" 0 , (11 0-- ~;; .,.. (.)"" ,~- ,,-,"-' ~ wG i 0::0:: ~ -, i '-' , COMMOtlWEAL TH OF PEtltlSYLVAtllA OEPARTMEtlT OF REVEtlUE BUREAU OF COUNTY COLLECTIONS APPLlCA TlON FOR ANO CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDEln ~ ,.~\ DATE 12/22/81 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalian is hereby iJ1ade lor eQ'lsenl ta Ihe Iransler ollhe lollowing securities 01 0 Pennsylvonio Corporation or a National Banking Association loeoted in Pennsylvania: . (a) $5,000 .' (b) PP&L First Mortgage Bond (c) 9-1/4% - 11/112005 (NOTE: In describing securities enter in ia), ob Ole, eilher the number 01 shares 01 sloek' or Ihe lace amount 01 registered bQ'lds, in (b), Ihe nome 01 the issuing company alld in (c) the class of stock or the staled interest rate and maturity date 01 registered bonds.) ISSUED ON unknown (00'0) as 01 the date 01 death 01 the deeedenl, , and having a TOTAL MARKET VALUE OF S 5,000 william w. K. Rice (tolam. of Dendln') ,on___NOV. 2, 1980 (Dot. .1 d...h) who was late 01 Colleae Park Aots. (St,... and Humb.r) Camp Hill (Pa,' Ollleo) cumberland (Caunly) Pa. (SIal') The securities are regislered as lallows: William K. Rice (Home or nam.. In .hle,", urllllca'u are r.gh,,,.ci) ADMINISTRATOR) EXECUTOR ) 1221 Maqnolia Ave. Falls church Va. lAddr..,) NAME OF APPLICANT _ Ronald M. Katzman, Esq. P. O. BOx 966 Harrisburg, PA COUNTY FILE NUMBER 21-80-722' ADDRESS OF APPLICANT BUREAU FILE NUMBER SIGNA TURE OF APPLlCANT!tA-, NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. Ortn;pl w. (Namo) Ri~e COMMONWEALTH OF PENNSYL VAHIA - DEPARTMENT OF REVENUE ) CONSENT TO TRANSFER SECURITIES J 1,11 .dv/ DAT _~/~.hj'eJ~t'//()1 I hereby consul to the Iransler ollhe obove securities naw registered in the name 01 the aforesaid Deeedenl and wolve the IllIng 01 a eerltlleale eerlilying 10 Ihe payment allhe transler inherilance tax to which the property 01 said Decedenl is made subject pursuant to the provisions ollhe Act 01 June 20,1919, P.L. 521, as amended and Ihe Act 01 June IS, 1961, P.L. 373, as amended. This is olso in accordance with the provisions ollhe Ael 01 April 9, 1929, P.L. 343. This Consent 10 Transler the herein described property operates only in relerence to Ihe estate al the " obove.named Decedent. ~~~~ ~~;;. , .\ -~~~ ,.... .. Ci. ,. ... . '0 .. ..,. '0' N ..;.:.;: Ilr"U !?:;-! C1i G:: Ow c:r;l'-' = ' en 0- '.s.:.:- <.>'" l'r:5 ......t.u ~ ~w ",'" fO <.> CO'MMo...weA~ TH OF PEHHSY~VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY CO~~ECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDEtH ~ ~" APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby nlJ'de for cCJ1senllo Ihe tronsler ollhe lollowing securities al a Pennsylvanio Corporolion or 0 Nationol Bonking' Associotion locoled in Pennsylvonio: . DATE 12/22/81 (a) $10,000 (b) PP&L First Mtg. Bond (c) 7-1/2% - 1/1/2003 (NOTE: In describing securilies enler in io), ob Ole, either Ihe number 01 shares 01 slock or the lace amount 01 registered bends, in (b), the name of the issuing company and in (c) the class 01 slock or Ihe slated inlerest role and maturity date 01 regislered bonds.) ISSUED ON unknown ,and having 0 TOTAL MARKET VALUE OF S $10,000 (0.'.) os of the date of death of the decedent, William W. K. Rice (Hama of Deced.nt) ,on Nov. 2,1980 (Dale of death) who was late of Co11eae Park Apts. (Str..' and Humb.r) Camp Hill (Pat. Office) Cumberland (County) pa. (Stale) The securities ore registered os follows: william K. Rice (Hamo or nom III In which certlflcat.. or. raCjllalered) ADMINISTRATOR) EXECUTOR ) 322, Maqno1ia Ave. Falls Church Va. lAddre..) NAME OF APPLICANT _ Ronald M. Katzman, Esq. P. O. Box 966 Harrisburg, COUNTY FILE NUMBER 21-80-722', ADDRESS OF APPLICANT n.:tnipl w. (Nam.) Rice PA BUREAU FILE NUMBER SIGNATURE OF APPLICANT HOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, I'T WILL 1'1 CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES OAT I hereby consent to Ihe Ironsfer of the obove securities now regislered in the name of the aforesaid Decedent and woive Ihe filing of a cerlificale certifying 10 the poyment ollhe Ironsfer inheritance lax la which Ihe property of soid Decedenl is made subjecl pursuant to Ihe provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance wilh Ihe provisions of the Act 01 April 9, 1929, P.L. 343. This Consent 10 Transler Ihe herein descrihed properly operoles only in reference 10 the eslate ollhe abave.named Decedent. ~ "- 5: -- .J.> '<T . ~ ~, N ';--- t.:...;' ~-:- -l I.'" ~ ~~ C)r- 0:") = oG '-',,, ""- ....,=> ~a: ~ ...J'-' ~ u REV. '547EX (1-82) BUREAU OF EXAMINA nON PENNSYLVANIA OEPARTMENT OF REVENUE P.O. BOX B327 HARRISBURG. PA 17105 ASSESSMENT CONTROL NO. NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX 101 DATE ESTATE OF RICE WILLIAM W FILE NO. 21 80-0722 DATE OF DEATH 11-02-80 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." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED. RONALD M KATZMAN ESQ PO BOX 966 HBG PA 1710B PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~~~~P~~_!~~~!~~------------------------------------------------------. NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RICE WILLIAM W FILE NO. 21 80-0722 ACN 101 DATE 03-30-82 TAX RETURN WAS: (X) ACCEPTEO AS FILEO ) CHANGED APPRAISED VALUE OF ESTATE: 1. Rear Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/P~rtnership Interest (Schedule C) 4. Mortgages and Notes (Schedule O) 5. Cash & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Translers (Schedure G) 8. Total Gross Assets (1) ( 2) ( 3) ( 4) ( 5) ( 6) ( 71 .00 .00 .00 .00 74,650.78 .00 .00 ( B) 74,650.78 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedure H) 10. Debts/Mortgages/Liens (Schedure I) 1 1. Total Deductions 12. Net Value of Estate 13. Charitable Bequests (Schedure JI 14. Net Value Subject to Tax ( 9) (10! 5,966.83 .00 (11) (12) (13) (14) 5,966.83 68,683.95 .00 68,683.95 ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable .ilt 15% rate 17. Principal T.ilx Cue TAX CREDITS: 68,683.95 .00 X.06- X.1S= ( 171 4,121.04 .00 4,121.04 (15) (16) PAYMENT DATE OISCOUNT (+) INTEREST (-) AMOUNT PAlO RECEIPT # 04-22-81 07-28-81 372 . 30 3,748.76 029451 029674 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE THIS ASSESSMENT IS BASED ON: ORIGINAL RETURN NO INTEREST IS DUE IF PAID BY 08-02-81 IF PAID AFTER DATE rNDICATED SEE REVERSE FOR rNSTRUCnONS. RET ArN THIS PORTrDN FOR YOUR RECORDS 4,121.06 .02CR RECGr.I~::' REG'.... '82 IW'i''i "11 Cl ~',. "i. if!'. (., CUi- :~t' ~; INFORMATION This document is the Notice requIred to be given under Section 709 of the Inheritance and Estate Tax Act 01 1961 (72 P.S. section 2485). If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months atter the decedent's dealth. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax d~e of $2.000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest STEP 3 Add the interest to the balance of tax due. Interest from 3-30-80 to 5-23-80 Results in: Balance of tax due Rate of intere~t INTEREST $2.000.00 x .01335 $ 26.70 Balance of tax due foJlus Interest to Date of Pavment (+) TOTAL tax and interest to Date of Payment $2.000.00 $ 26.70 2 Months = 20 Oays = Rate of interest = .010 + .003a5 .01335 $2.026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 1 0 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .030 9 months .04S 1 2 months .060 1 day .00017 11 days .00186 2 1 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .0008S 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 1 0 days .00169 20 days .0033S 30 days .00500 --------------------------------------------------------------------- Any party in interest. including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. sec. 2485 - 1001). MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" OETACH THE TOP PORTION OF THIS FORM ANO SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE rNHERIT ANCE TAX INSTRUCTION 800K FOR AOORESS. No. .21.80 '72;C PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of tV;; /;({/I;( ~ k IC-e-.~ , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner~ Is (11m) the executill'''' named in the Last Will and Testament of ~1~~ w'11~/fei~~; United States an~a~e~st?::fo~~~ J/Il-t :Fe 'Mhip (Borough), Cumberland County, comm~J..alth of Pennsylvania. Decedent died on SI/PJ~ Y the ,. day of .#11 /,II. A.D. 19U, in the County of !l-1"/J-VLf ,..."t/ ,State OftO-t. 'M' at the age of ft years. Deoedent "'(has not).6een married and ~has not) had chll ren born to him _ since the ex- ecution of the above desorlbed Will. Decedent was possessed of personal property to the value of I;f ~, I. II and of real estate to the value of ~'.A/e" - as near as can be asoertalned; said real estate situated as follows Therefore, your pelillonerlla respectfully apply(les) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dat.a!.! ,11/"/ tl,tJ ~:;,~f r G: ...., E:: '.n :::. . w :""':c:. .~~ :L'":::t ~-' 00: ,.... Q) :Cz; 0:", ~u U )' @t7/7/~' ~-?~d?7z ,/i?cb Name and address h;U'i~/ ;VII/if"" tfje..~ of Petltloner(s) 3,. '3 ~ ~' .;, ~fA/,. ~ J-V/!.. p(/IJ~ ~j,-YI'&", Va. ?--;1-''11 . , -. L', E':', c.. c;,;." ILl"'" "',- 0:<,.... 0- <.;t:f: ~o: ..c I ;:0. = "" <:::> ~ '. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Daniel william Rice l ss l named In above application, being duly sworn statements set forth In this petition are true to the best of a.ccording to law say(s) that the h1S knowledge and belief. sworn and subscribed before .~x c;( )t!h74 U/~ar?~ ~ me", Nov. 6 1980 _?fJ!/&t';/~{~ ._ 4-<-:"';"-1 _ IT ~ Ut~eglSler lc.rtJ Filed: November 13. 1980 j)j-gD Attorney;:? ~e,- ~.IIi?Alf..f/ f';fl.BIj{ tflb 7~'-f- YIt,1 1I~l'l'i1'J'I/~fi ~./?I'~ /1-IS.j- .3 I ;~;:= -- n -- ---- u~_~._a I ~;~::;:"ve\: ':, "" : COMMONWEALTH OF PENNSYLVANIA I 4 'NO:K~:;;29451: " " DEPARTMENT OF REVENUE ,\,;"'\. !', '. OFFICIAL RECEIPT. PENNSVLVANIA INHERITANCE AND ESTATE TAX \ II'''''' " \ " : 11 ; ~ Daniel wilUam Rice ,\ ~-'RECEIVEO .onallS M. xatzman BI . I' ,FROM I ,. ' I ' ADDRESS" O. Box 966 1\ I i - TAX AT 6% TAX AT 15% TAXAT_% ESTATE TAX Harr 1ebw: . 'A 17108 TOTAL TAX CREDrT ,372.30 '--~f~~TgJ~~~TIoN7-ii;~~-.;--2--i980------ COUNTY 21-80-722 April 22. 19S1 William W. IC. aiae culllber land G m LESS DISCOUNT PLUS % INTEREST (FROM TO_I FILE NUMBER DATE OF PAYMENT NAME OF DECEOENT ------------------------------------------- TOTAL AMOUNT PAID --1372.30 POSTMARK OA TE REMARKS' RECEIVED BY I. " _t.:k(/J -PAID ON ACCOUNT" SEAL t REGISTER OF WILLS --.-------.---------:-------- -- ------- . Z III < 0 )l w E ~ N ~ < '" r.:l ~ i ~ ~ tJ ~ t \;! ~ ~ ~ " ~ .. : ~ ~ OJ In U In ~ '" : t . ~ z X 0 '" l<: ~ ~ =: III " 0 ~ ci .. .... j III ~ r>< . 0 ~ .s 0 ~ 0 '" ~ fit III '" :> ~ " '" III w In III l< ii! H ~ ~ H iii ~ ~ 0 < H 0 =: ~ . .; .... ".- ~:; , ~, , . . . . \. . , J ARTICLE IV: In the event my son, DANIEL WILLIAM RICE, should not be living at the time of my death, then I give, devise and bequeath all of my Estate, including but not limited to all the assets presently held by the Johnstown Bank and Trust Company, Johnstown, Pennsylvania, as Trustee under the Trust Agreement dated October 15, 1932, between my father, DANIEL S. RICE, as Donor and Johnstown Trust Co., its successor or successors, as Trustee, and over which I have a power of appointment to my Trustee hereinafter named to hold upon the following Trusts: (a) My Trustee shall divide the assets of my estate into as many equal shares or parts as there are then living grandchildren of mine. The Trustee shall hold one such share as a separate Trust Fund for the benefit of each then living grandchild of mine. (f) In each Trust thus established for a then living grandchild of mine, the Trustee shall have, hold, manage, invest and reinvest the principal thereof, collect the income, and shall quarterly pay to or for the benefit of such grandchild so much of the net income and principal of said Trust as, in the sole discretion of the Trustee, may be necessary to maintain said grandchild in the proper station in life, including medical care, support, education and welfare; any unused income shall be accumulated. When such grandchild attains the age of twenty-five (25) years, he or she may in writing, request payment from the Trustee of fifty (50%) percent of the assets of the Trust, both income and principal; at age thirty (30) years, he or she may in writing request payment from the Trustee of the balance of the assets of the Trust, both income and principal. -2- ~ . ". . . - (If, at the establishment of said Trust, said grandchild has already attained an age at which he or she would have been entitled to a distribution of the assets as above provided, all or any portion which could have been distributed at such prior age shall be paid to such grandchild upon request in writing to the Trustee.) (c) If at any time before final distribution of the assets of any of the Trusts established for my grandchildren there are no living beneficiaries of said Trust, that Trust shall terminate, and its assets shall be divided into as many equal shares as there are then existent Trusts created under subpart (b) hereinabove, and one such share shall be added to each such then existent Trust; Provided, that if any of said Trusts herein created has previously been terminated by payment of all of its principal to its beneficiaries, said beneficiaries who received payment of the principal of that Trust shall be cOllectively considered an "existent Trust" for the purposes of this subpart and one such equal share shall be paid directly to such beneficiaries in the same proportion by which they received the principal of the Trust. ARTICLE V: I appoint my son, DANIEL WILLIAM RICE, to be Executor of this my Last Will and Testamant. Should my son, DANIEL WILLIAM RICE, fail to qualify for any reason or cease to act as Executor, I appoint the DAUPHIN DEPOSIT TRUST COMPANY, Harrisburg, pennsylvania, as my "Successor Executor". I direct that my said Executor and Successor Executor shall not be required to enter bond or furnish surety in any jurisdiction. -3- . \. ~ . ARTICLE VI: I nominate and appoint the DAUPHIN DEPOSIT TRUST COMPANY Trustee of the Trusts created in this will and direct that it shall not be required to enter bond or furnish surety in any jurisdiction. ARTICLE VII: I authorize my Executor and Trustee to exercise the following powers in addition to those given by law, to be exercised in their sole discretion: (a) To retain any or all assets of my Estate, real, personal or mixed, without regard to any principle of diversification, risk or productivity. (b) To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries or executors. (c) To sell at public or private sale, to exchange, mortgage or lease for any period of time, and to repair, alter or improve any real or personal property, and to give options for sales, exchanges, or leases, for such prices and upon such terms and conditions as they deem proper. (d) To compromise any claim or controversy. (e) To make distribution hereunder in cash, in kind, or partly in cash and partly in kind. (f) To make any distribution hereunder for the benefit of minor beneficiaries or others, who, in their opinion, are incapacitated through illness, age, or other cause, directly to the beneficiary thereof, to the natural or legal guardian or the person who has custody or such beneficiary, or to apply any such distribution directly to the benefit of such beneficiary. The receipt of such persons to whom payment is made or entrusted shall be a complete discharge of the fiduciary in respect thereof. -4- . '. It " . . J (except as specifically provided in this instrument), pledging or assignment by any beneficiary under a Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, this -/.P D~? If' ~day /~~ 1976. /~~) 'S {, :,' '......tt(' , -- - :4C~<:- ~. -;r, I -U'-c W1ll1 m W. K. Rice (SEAL) We, the undersigned, hereby certify that the foregoing will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. 'n1' '(I h ',~"" r - {t ,I"~l '_I \, II ( 1)O,'i/L( ChU0' ,1 rR " 'I ..0--'1' I i.:); (SEAL) Residing at: f{;&/ d~(SEAL) ~.H..HM#~Z~_' ;I Residing at: f?t, -" -7- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for lhe Probale of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came , ), i r i I"t:.~ I ('J/, / / /.; I Jl , :(I,'..... who, being duly ~.~/;:';f.il ,do.:) depose and say that as , c: .\ r~I_'u:' .,,:,,- ,.., of the last Will and Testament of h-r I) Ii ii" deceased /', i ., I . ~ /.J will well and truly administer the goods and chattels, righrs and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. (./ ;;. and subscribed before me. ~ November 13 80 A..D., 19_ ;.,; 0: :", 00: :~ a> :", """r :... :a> ;0 C<l; u.. u: '<1': H: 00; "r'd 0 o:~ *~ M~ ~~ ~ \.<: N ...-l 0 Ql: '" ij 0 1n N '" ...-l ~ r-- .... - QJ ~n - :> ; r - .~ .. 0 $ ::: u; 0: 00 H: 8: z; I ,..:l: l:l C<l; M ,..:l: .~ '" H 't:l Q: :3: '" '<1': 't:l 00: 0 ... "': Z 0 M: I: ... *: -: $ a> C"t4; ... g:, al .5 't:l - 0 l:l os .~ "' p., r:.. Z ~ tt1 DECREE Be it remembered that on the 13th November 80 ,A.D.,19_, there was probated and day of William W. K. Rice late of recorded the last Will and Teslament of Camp !-Ii 11 , Cumberland County, Pennsylvania, william Rice Testamentary Deceased. Letters were granled to Witness my hand and orricial seal the day and year aforesaid. Daniel ~(~uc/ ~. / ~ .v<d egister . '. ""')1 d<.;,