HomeMy WebLinkAbout81-00154
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Shoula the ~fores~ia bequest to O~uphin DaposibTrust Oompany,
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T~u8tee, ,fail for ~ny t'ellSon, I give, aeviss anc;1 bequG~th dl~~e
rest ~nd rem~indel:' of my est~t~, real, personal ~na mixed, to my
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wife, ,BlanQhe D. ~uxtOn, Ana to my issue, in the intestate proport:\.onB
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providea"by the laws of the Oommonwealth of PennsY1V~nia.
Shoula n~ither'wife nor issue survive me, I giv~, devise ~nd
bequeath dlof my estate, real, personal ~nd mixed, to th,SdvaUon
Army, Ii~rrisburg, L>ennsylv~nia, for IJ,B, in the Greater Harrisburg
Area, but without f~rther restriotion as to Use.
THIRD I If ~ny benefioiary ~nder the ae~ond or third paragraPhs
of Item SEOOND is,under thirty (30) years of age, I direotthat his
in~eresb be ,'held in trust, by O~uphin Deposit 'l'rust Company, hereindter.
Oa~lea Trustee, until such benefioiary re~ohes thirty (30) y,aars
of age. My Trustee shall apply suoh amounts of inoome and prinoipal
as it, ,in its sole 4iscretion, deems proper for the s\lPport" Bauoation
ana welfare of .suohbenefioiary, ,~nd m~y aoouml,lla ~e any unexpende'd
balance of 'income to'the extent permitted by ~aw. suoh amoUnts
,may b. applied directly or, may, be paid" to the beneUoiary or, to
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the person 'with w~om such benefioiary resides or who /las the care
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arid control of such beneficiary, without the intervention of aguardiari',
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. ,My Trustee shdl noj:be obligetl to sUpervise or. inquire into 'the
apPlicat:\,on of IH10h ~",ounts by s\.1ch person, and the'reoe~pt: of such
person shall be'a oomplete release of my TrUstee. Should the share
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of a benefioiary, in the sole opinion of my Trustee, ,be or, b$col\\e
too small to WArrant continuing suoh funtl in trust, or Should its
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administration be or beoome impraotioal for any other rea.on, my
Trustee, in its so.le disoretion, ml.\Y pay suoh share, absolut8~Y,
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to the benefioiary, to the parent;' or other person maintaining said
b8nefioiar~, or may deposit suoh share in the benefioiary I s name
in II savings aooount in a savings institution of its chool,ling, payable
to the benefioiaryat ~ajority.
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Should a beneficiary die prior 'to reaohing the age of thirty (30)
years leaving issue, his interest .hall be allooated among said issue
by my ~rustee and 'held in trust for said issue, 'subjeot to the'sa~e,
trust provisions of this ,\'I.ill, but subjeot to the additional qualifi-
cati,on that ~inal distribution be' made 'to eaoll said, issue upon his
," reaohing the age ,of twenty-.one (21) yeara, or to his estate, in the
event of his death.
Should a benefioiary die after reaohing the age of twenty-one
(21) years, but prior to reaohing the age of' thirty (30) .years leaving
no issue, his interest shall be distributed as he may speoifioli\llY
direct in a V'olid Last Will and TeBtament. Un1ess'suoh specific direotion
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is m~de, the ~nterest ,of a beneficiary. who dies at any age prior to
J;'eaohinq tile age of thirty (30) years 'leaving no issue shall be divided
amOng his brothers and sisters and the issue of,deoeased brQthers and
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. sisterS" peJ;' stirpes, or, if none exists, among my issue ,per stiJ;'pes,
or, if none"edsts, among' the persons and in ths proportions set
forth in the tllird paragraph .of Jtem SECOND, provided,that, any portion
of such interest paYllble to a perf;lon who is the beneficiary' of a
SUbsisting trust under this Will shall be added to said trust, and be
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(c) '1'0 exercise any options to subscribe for stcoks, pohds
or other invest:ments/ to vote, in parson or by proxy, securiths
held by it: ,Md in suoh conneotion to qelegate its difldrationaty powers,
to :loin in any plan of lea'se, mortgage, merger, consoliCla tion, exohal\gfl,
reorganization, forecl,osure or voting trust and depodt BIllourities
thereunder of,any oorporatioll in whioh my estate and trusts may hold,
stoo~s, bonds or other seouritie~, and generally to exercise all the
rights of security heldersof any oorPorationl
(d) ':l'C/. sall, t;oansfer, oonvey, mor,tgaqe, pledge, grant
c;>ptions for sales or exohanges, lease for any periOd of time or ex"
onange any pJ:'operty, real 0;0 personal, whioh at any t:imemay form ,part
of my E1stat:e,. for the payment of, debts 'or taxas, or fer any purpose' of
administ.ration or distribution, at either publio or private sde, for
suoh prices, either in oash OJ:' for oredit, and upon suoh terms as it,
in its sole dlsoretion, may deem wise, and to execute and deliver
deeda of oonveyanoe or transfer thereof, without any liability on the
.. part of the purohaser or purohasers, or anyone else dea;Ung with it ,
with respeot to !lly said property, to see 'co the proper' applioatiol\ of
t.ho purohase'money or prooeeds'/
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(e) "'1'0 renew notes or debts of, mine, and to borrow sums
" of money from 'any person, including any fidUciary, giving such seourity
" "therefor, inoluding a pledge or mortgage, as it, in its soh disoretion,
may, deem to be for the best interests of my said estate and trusts,
(,f) '1'0 make settlements, and to compromise ola,1ms, by or
aqains~my estate or tru~ts, inoluding withoutl!!llitatioll, any questions
relatinq t:c;> thes or to any polioy of ,life ~.nsuranoe, "on such terms
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all it, in its sole discreticn, may deem wise without tho nelll'tss1 ty
of Obtaining any. court approvalthllireof,
(9) '1'0 mal(e distribution', hereunder either in cash or in kind,
ot', pllt'tly in Bach, as it:,' in its, sole disoretion, de.ms wise,
(h) In its disoretion, to amortize from, in6ome' premiums paid
for investments whioh are oallable, or have a fixed maturity.
SIXTH I I d,i.reot: that this Last Will and Testament oontrol
the distribution of my property irrllispeo~ive of, whether there are
children born to me or adopted by me SUbsequent to the exeoution
of this Last Will and Testament.
SEVElNTHI The words "issue" and "ohildren" whenever, used in
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this Last Will and Testament shall inolude adopted ohildren. For
all purpoSEls hereUllder, Mllt'k R. Jaoobs and Kirk Jaoobs are to be
treated as the ohildren of my daughter, Anne B. Jaoobs.
EIGHTlh 'NO interest of any benefioiary under, this Will or
any COdioi~ hereto shall be subject to antioipationor to volun-
tary or inVOluntary alien.tion.
NINTH I All estate, inheritance, suooession and other death
taxes imposed or payable by reason o.f my death an~ interest ,Qlld
penalties th4u.'eon with respeot ,to all propertyooll1prising my gross
estate for death tax purposes, whether or not suoh property passes
under this Wi13., shall be paid out of the prinoipal of that por-
tion of my gene~al estate whioh does not oonstitute part of the
marital deduotion, as if suoh .taxes were ex~enses of administration
without apportionment or right of r,eimbursement. I authorhe ,my
Exeoutor' and TrUstee to pay all such taxes at suoh time or times
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OATil 0'" SIJIISClUlIINO WITNESS
COMMONWUALTH FJII);Ii~N~YHiANIAI NSI
~dlJNTY OF ClJMlIl1ltLANIl '
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This. . ~~l}~,<_.~'._nn'_n,"~ ,,,~,,dIlY llL_~____':1~_ra~"~_~__",.,_,n_,____.-'-.^' 1),,198 1 ,
lloforo 11\0, Ito~lstor fur 1110, Prllblllo 111' WtllN,lIlld llfllllllllll IOIlOIJ'"uf,t\\III1IIlINII'llllolllll II lid fIll' IIl1.1d COllllly of CUl1\borland, III
Iho COl1\l1\oll\YClillh 01' liol'lIsylvllnlu, pcrsolllllly CIIII\L"__H.-"('~:!!"~Z#",_~.f:_, ,.4:1,.<'''<-1'";'</"" " -
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Iho suhsorlhlng wltllessos 10 Iho forogolllg illslrlll1lonlof wrllhlll pnrpol'lllluto ho Ih. hlst Will 111111 T~sllll1\ootof
'J> (2, /:3 ~I<'T..# ,____,_"m"'-H (:luled _j!i",ri:'t!:}UA. '~ 'J';'...Le? ;,
IlIteiof ,It/(.'~'''''1''' <!;lGuJ..!~.4-::-______,~(;nl1\horllll1d Coulllyf'lI" dooollsod who being dillY
SI''"''''.>! 1I000rdlllg to IIIW, \IOPllS0 IInd SIlY, thlll "ffL.-:..tl:::~~~ll1'osellt,lIm\ SIlW IInd hOllrll,lho tostll 1'.' ",:,
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__"_ ~,slgl1, sOlll, puhllsh, prOIH~\I1CO nnd doolllro Ih,o slIld
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Inslrul1len!,of writing liS IIlid for lu:'L_TostullIontlll\d Lnsl Will, IInd IIllho 1111\0 of so doing fI~
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Il'hs of sound IIlIdlllsposlllg illllHll1lol1\ory IIl1d IllldorSllIl1dlnu, 10 tho bosl of.. '/I,"
know\oduo, ohsorvlIl\un IIl1d bollor.
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IIl1d subscrlhod bofore
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" f"~' Roglster
A......mA V 1'1' OF .()J~ATH
COMMONWlJALTH OF PllNNSYI"VANIA! ss; ,
co~,;;;~;~j;"'~.4"j..-';;;~ ,r;
bolng duly
~"''''''''-' ,__SI\YS thllllls dOllrly liS 0110 bO,lIsoorllllllerltho ,\lIld decodelll
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,lho-f- g=?;,,(~_dIlY 01'__ ~ ;':'=:::?..-t~
hlor ';bout___L( :;:::JJ .....;;__~o',cloek, ~t1__,jvl.
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OATH m' .-tIUIONAL R'WRI~SI~NTA1"VE
COMMONWUALTH OF PENNSYLVANIA SSl
COUNTY OF CUMBERLAND
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Before me, the ,Roglslor 1'01' Iho pro\lnlo 01' Wills and grnnllng 01' Loltors of Administration In and for tho County of
Cumberland,porsonnllY CIIIIIO 'd~;';.-(.f ;(/, ~......../....Yt.~.....L/i..~.......'r'"I/~j...z:.-".Ja;.
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who, being dllly.~.H""""'" , do_......... dopose and say thnl ns_a.,,--~ ' "
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of the last Will nnd Testament of
~d " will wellnndtruly ndlulnlsler Ihe goods nnd ohllttols, rights IIndcredits of said deceased accordln8 to law, And
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deceased
alSO, will diligently comply with the provls1nns of the law relatln8 to Transfer Inh~":es,.; , and subscrlbod before me,
Feb. 13, "A,D" I~~ d....;.e..~_ .-.;;.
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"DECREE
Be It remomllered that on the 3rd day of Maron
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recorded, the last Will and Testament Ill' o. It. Buxton
81
,A,P"I9 ,there wasprobllted IInd
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IlIte of
, Cumberland County, Pennsylvania,
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Deeeased, Loiters 'l'..tamentary were S'ranted.toOa,uphin Deposit BanI< ,"''l'rust Co.
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Wit~ess my 11nlld IInd official seal the dllY and yell I' aforesaid,
wormley.bui:'9
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?f./1a'p;,e. ,~u.~/
',' Relllster
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~IN~^'ASNN.d Ill) HJ.W.MNO~~OO
~tMJti~ GENERAL INFORMATiON
1. PERSO"NS RESPONSIBLE FOR RETJ!!lli
Sontlp!\ '/01 of tho Inllorltl1nco mid Estato Tax Act of 1961 provldos that tllo following porSons sllall proparo an<l'lIlo
a rolllrn: '
a. Tho porsonal roprosentatlve of tllo estate of the decodontas to proporty of tho decedonladmlnlstered by him
.. and such additional property which Is or may be sublocl to Inherltanco Tax of which ho/sllo shall havo or
acqul re ~nowl odge; ,
b. The lransforeo 01, prorerty upon tho transfer of whlchlnherltonco Tax Is or moybo Imposed by tile 1961 Stotuto,
IncludlnR atrusteo 0 PrQPO!ty tronsferrod,ln trust, provldod thai no soparate return Ilood be made hy the transferee
of propprty Includod In tho rolurn of 0 porsonal roprosontotlve, .
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2, f.LACEFOR Foo
The return Is to be IIled In dupllcato with the Register of Wills of the county whorelnthe decedent resided.
3, TIME FOR FILING
The roturn Is due nino monUiil after thedecedent'sdeath, unless on extension for filing has been npplled for and
. granted hy the Socrotary of ,Rovenue within the nine-month porlod,
4. WLU'RE TO FILE RETURN
Soctlon 791 of tho 1961 Statute provides that II , , ,any person who willfully falls 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 ,he due or $1,000
whichever Is tho.loss,or to bo recoverod by the Department of Revenue a~debts of like amount are recoverable by
law," " ,,"
5, TAX RATES
'Inheritance Tax Is payable at the rate of 6% on transfers to IInenl doscendantsi such asfathor, mother, husband, wife,
son, dauRhter, Rrandchlldren, grandpnrant, son.ln.law nnd daughter-In.law and aHhe rate of .15% as to all others.
6, PAYM,~, ,
Tile tax assessed on tile transfer of property reported In the return Is ~ue 9 months after the decedent's death. Interest
at, the rate of 6% per annunl aocrues thereafter until payment ,I s made, All pl1yments received are 11 rst appll e~ to ,any
Interest whlO,11 may be due with any remainder appl,led to the tnx, IF TAX is PAID WITHiN 3 MONTHS AFTERJHE
OECEOENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks should be mado payablat,o tile ,Regl ster of Wills of the county wherein the deoodentreslded and are
rocolved sublectto tho final determination oHM Departmont of Revenue, . ,
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7, FAILURE TO PAY
Tile ta,xiJs Imposed, tOgether,Wl.lh any Interest thereon, are a,' lien UpOll r0l11 property"whlch lion remains In effect until
tile taxes and Interost IIl1ve boen palttln full, The taxes moy bo sued for against any real property.ln the decedent's
estate,or agalnst,l1ny property belonglnR to a trhnsfero,e liable for the tnx, '
8, FILlNGOF FALSE RETURN
Any porson Who wi I IflllIy makos a falseteturn or report reqUired of hll11 shall, In accordanoe with Section 793 of the
1961 Slatllle, be guilty of a mlsdomeanor and, on convlotlonthereof, ,sllall be sontenced to pay a fine not exceodlng
$1,000 or undergo Imprisonment not exceedlnRone year or both,
~: COlllllOnsallon paid to an estotiJ representllllve; namely, all exocutoror adIll1i1!strator, for services performed
In administering an estate Is reportable forPennsylvanll1lncome Tax purposos, This taxable Incollle Item should be
roportod on f01l1l P A-40-lndlvldunllllcome TM Return,
'H~ V-4'flr t.: Xt (1\-801
COMMoNweAL'1'H OP peNIHYLVANIA
DePARTMeNT OP ReveNue
TRANspeR INHeRITANce TAX
ResiDeNT DeceDeNT
SCHl!DUt.,E IIC"
,.1'RAHSPBRS
f;:stalQ of
D" R, Bux~on
INSTRUCTIONS:
I. Answer tllo quostlons on rovorsosldo, , . , " "
2, If 1110 nnswer to any of tho qllosllonson tho revorso sldo !s"Yes,",provldO a description of the proporty transforred per
Schodlllos"A," 118,"or lIE," Its estlmat,od markot vallie at dote 01 <Ioatll, datos of lrDllsfer, to I'Alom tronsforrod,ond
relatlon~hlp oUransferros to'deoedont, Allaoh a copyof any t~ust, doed, or Instrllmont relallng to tho lransforredproperty,
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ITeM
HO, '
peSCRIPTIOH
. IlSTIMATED'
MARKeT VALue
DEPT, VALUATlOH
((J"FIC/AL U8/1 (JNL YI
'['runt undel' Agt'eement between 0, R, Buxton, Settlor "und
DAuphin DepoflH Blink illld 'I'l'uot Oompuny, TrUBtlle, dllted
Ootobl;1r 2" J.973, und reotuted on Deoem'tor 20, 1979 uo
Amended Muy 20, 1980,
,Pr!noipIU Cush
!noome Cash
$29,000 u,s, "Vrl'JUSul'y Puily Reput'c!lAse Agreement
,ACorued Interellt '
,.
$100 DaUphin Deposit Duok und Trust Compurly -
MnstarS!\vings Aooount
Aoorued Interest
$ 211,80
1,,21/8;23
29,000,00
308,10
100,'00
.61
h ,907 , 82
106,gh
h ,6,7.82
1,0.80
9,U,,6h
23,,63
8,881;25
27,08
I'.
13,636dJ5
69,92 Ii
9,606,20
36h,l,1,
19,707,86
163,92
'$5/000, U,S, 'l'reusury 7,375% Notes due 2/1,/81
,,' Aoorued Intereot' '
$,,000 V,S, rVre!\sury ,7;25% No~es dU~ 12/31/81
Aoorued Interest '
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,,$WjOOO U,S, !Vreusury 8,125% Notes due 8/15/82
Aooru'ed Interest
$10,000 U,8, Treusury 1,,125% Notes due 11/15/82
Aoorurid Interest
$15,000 Riverview, PA Sohool Pistriot ,.9% Ge,nel'ul
Obligation Bonde, Sarie,s '197" due '/1/65
Aoorued Intel'eat
$10,000 Q,P,8eur1eund 00, .8%, Notes clue 6/15/81
ACorued Inter'ast . ,
2,325 units Fixed Inoome CollecHve Invostmimt Fund
Aoorued Interest
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TOTAL
.11 01
/dt..l... $/ r;I, ,/
if (J~dltlonalspace Is .nec~,lIaty, use aw' x 11" sheeta,
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QUESTIONS CONCERNING PROPfiRTY TRANS~
1" Old decedent, Within, two years of dealh, maKe any transfer ofanynlolerlalllnrt of his eslale wlthoul receiving
valuable anda~eQuale conslderallon?, (Answer "Yas" or IINo",) NO .
2, Old dece, denl, within two years of ~~ath, Iransfer prop, orly, from I1lmsel f/ 110rsol I ,10 I1lmsol I/hersol I and anolller perty
or parUes (Including a spouse) In jolnl ownership? (Answor "Yes" or IINo",) ....till...- ., '
3. If Ihe answer 10 one.or 11'10 above 18 "Ves" end thelrllnsforsuro clalmodto, bo nonlaxable, provide Ihe lollowlng
Informallon: .
a, Ase.of'decadenl alllmo of transfer" "
b, Copy of dealh oerllflcale,
c, Afflduvllbylhe a\lendlng physlolan Indlcallng thoslatool decedonl's health 01 tlmeo! transfer,
d, All olher Informellon supporllng nonlaxablllty of \Hlnsfor, .
4, Old decedent, In his/her Illollme, mako any Iransfor of proporly wlthoul receiving a valuable or adeqUale conslderallon
Iherefor which was to laKo effeclln Possession or enjoyment at or lifler his/her doath? (Answer "Yes" or IINo",) NO
a, Was Ihere any possibility thai tho proporlylransferred might return 19 Iransferor or hls/hereslale or be Slibjecl
.10 hls!hf1tpower 01 disposition? (Answer IIYes" or IINo" ,)" NO .
b, Whal Was Ihe transleree's ago at limo 01 decedent's death?
6. Dip decedenlln his/her 1I,Iellll1e ma,Ke any, tronsfil,r, wllhout receiving avaluablennd adaquate conslderatlonlherefor , .
under which Iransferor exprmly orlmpllodly rosorves lor his/her Ille or anY period which does In laclend before his/her
death:" .. '
a, The possession or enJoymonl 01 orlho rlghl tolncomo from tho properlY lransferred? (Answer liVes" or IlNo".) 'lms
b; The ,rlghllo 'design ale Iho persons who shall possoss or enjoy the property trnnsferred or Incomo therofrom?
(Answer IIYosll or "No",) ''lms
. '
6, 'If the answer lo'lIv~ b, above Is'iYoS,1l was the rlghl reserved In decodont alone (x) or docodenta,nd others,( ),
;" " ,,'
7, Dlddeoedenlln his/her lifetime maKe a Iransfor" the conslderallon for Which was transferee's promise to pay Income
10 or for Ihe benellt or care of transferor? (Answer "Yes" or' "No" ,) _ NO ' .
8,010 deoedenl, at any lime, Iran~fe,r properly, the baleflcla,1 enjoymont of which waS subject 10 change, bocaUseof
a reser,ved power to alter, amend, or revoKe, or W,hlch could reverl todecedont under terms of transler or by operalion 01
law? (Answer~'Yes"or "No" ,) NO . "
9, If Ihe answer to eight abOve Is "Yos," waslhe power to alter, amend or revoKe the Interest of I~\) beneficiary reserved
In lIW decedent alone ( ) or decodent and others ( ), ' " '
"
m:Y.4U:II'>f1 (lO.llDl
COMMONWaAL TH OF PfiNNSVLIIANIA
DfiPARTMeNT OF RUllfiNUfi
TRANSFBR INHSRITANCe TAl<
RBSIDeNT PRCSDeNT
SOHEDULE "0"
BllNBPlolARles
(lm/rllotlall' 011 Rovuf$o Slc/o)
I;atsto of ' D, R, Bux ton
, RBLATloNSHl1' SURVIVED DATE Op INTSRUST OP BeNePlolARY
BENEPIOIARleS AND ADDResSes DQOeDENT BIRTH ,
'/j1rustee uncler Agreement , , _l1ooidue
between .. .-
., .----- --"---............--,............. , ,
Donuld R, Buxton, Bettlor !iM ..
- -- ----
Do.uphih DElpooit llo.nk und 'l'ruat
--
clo.ted OotQbel' 25. 197- ,
00, , ~Il'uatee , ,
-
and l'eatutecl Deoember 20, 19'19 ,
on ,
o.a o.lnehd(,'ld MiIY 20. 1980.
.. .. ,
"
c, Wife [,;tl'e
,Blunehe D, lluxton 'l'enant
408 Rupley Road 1()76 Oadill!ie
aRm" u~" PA 17011 , 1 ClFiA 'pnnUnn
F'irebird
, ,
, ..
- -
.. , , ,
.._..__....._ ___ __ ~__u_... .... ._____~__.~.._.._.,...._~._.. ______.__.._u.. ~ ____.~,__._, -"--,,,~--'--.-----.- ........__.-.---............... .-- .
" "
-~
, " ,
- " - -
, ,
,
,
- -
"
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,
, -..-...~-~"'f..__~_.....--~...,.-.-,_.~~.~...,.__'_.., -----"'''':<- ..-- ...._~.."...."..- .....-..... ~~. __._____u_ ~_~... ........".n.."._.._.._ .__ u_..." -.-- _H'......,. ""_~._.m...._..,._.___..
, , " :
--
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-
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The alioveb8nefl~larlos were liVing at the time of the deosdent/sdeath exoept for the following:
NAMa
DATe oppaATH
If oddlllonallfloao II'nQaolllry, UIO all" ~ 11/' Ihootl,
" It':!tTRUOTloNS FOR OOMPl.ETING SO'HEDULE "E"
, ,Sohedvlf"E" (11list Inolude all property, lealepd personal, owned by the deoed~!lt lolntly with enoth'tlt
perty ,or parties os Jplnt tenenl8 with l'lohtof uurvlvorahlp. Both tangible and IntanolPle propOrtY are to' be
Inoluded, l.lst renlestote flrat.
1,
"
Of/sorlbe 011 real property au In(lIoeted In the Inatruotlonafor Sohedlile "A," Desorlbe 011 pers(lnal property
es Indloated In the Instruotlom for Sohedlile "B," Inolude tho noma,lIddreas, and relationship to tlie,
deoedentoftho oo,ownerls!. end the data the Joint ownoruhlp wes oatabllul1ed.
I,ndloete the total market value of thelolntly owned property.
Indloete the peroentago of the deoedent's Interoat,
Indloato ,the market value of the dlll,ledent's Intoroat,
, 2,
3,
4,
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INsTRUOTIONS POR COMPLETING SCHeDULE "E"
--,- ,
"
, SohodUle "E" must Inolll(le all property, roul und porsol1li1, ownod by the deoodimtJollltly with uno~her
purty or purtles os jolnltenalltB with rlllhl o.f survivorship, 80.lh tonglblound Intangible proporlY ore to. be
Inoluded, List roal.08tl11e Ilrst, '
, " ' ~
1, Dosol:!be ollrool proporty as Indloufod In the Instrllotlo.ns Io.r $ohedule "A," Dosorlbe 011 personal proPerty
as Indloated In tholl1strllotlo.l1slor Sohodule "8," Inoludotho nome,address and relationship to. the
deoadont 0.1 thOOo.'owl1orlsl and .tho dato tho Jo.lnt o.w,norshlp Was ostobllshed,
2, Indleato the total motkot voluo oHho Jo.lntly o.wnod proporty,
3, Indloato the poroontago o.Uho deoodent's Interost.
, 4, Indloote tho markot vallie 01 tho dooodent's Il1torost.
~ :'" 8 8 .~ ~ ~ !l
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~V,."QOI'I (~"II ~j' INHIlRITANOIl TAX RE'fURN
COMM.!lLI~'t.,~m;IJ ,~ttl, .'li,~1""., " RESIDENT OBOIlDIlNT
Illi '18 ~i h Fllo NUlllhor' ~ \ - ~,J ~ D15U.
""'"1118', 11101 " +
.... --..----...-
, Doc:o\ll!nlll Nnmo (Lolt, Flnt, ond Mllldlo 1IIltloll QooodOllt'l Addroll
DECEASED .-'~\::.lI.U!,J',Qb'f-~ 'R\.:......._ '-
n :c~~:~::I~Y:,llmh~__ :~'~f ~~~~~__,__ ___,_,
CHECK 1, Orl~nol noturn 0 2, BUl'l'lomolllol nuturn 0 3, nomolndor lIolurll f I
APPRO.
PRIATE
BLooKS
-
4, Lila Eltm D 11. Fodorul ellOlo Tax 0
nUlurn Ru~lllrod,
B, Docodonl diad tOIlOlo 7. Docodont 1II011l101110d 0 IIvlllq D ~,Totul Nlllnhllr of onlo 0
(Attooll uopyof Will) trUOI (Attooh oOI'V of trull) _ ' , (1IIpo,1t hoxlI. I"vonlorlod
All oOlloll'ulldonoo IlId confldolltloltox IlIlorlOollolllllould ho IlIr,Clod tOI
--.---....-
_nAiidillL1)~Y.11h 'tlt~i. ~\<" o\-.,.V'~'!.*
.___, ~l~~~f~:tAl ~~tO\ ___
.Q!!Y' BlolO Zip
......~~- ~
CORRE,
8PONDENT NOlllo e. ~
, lr1a ~\t.~~ClLU.-!;:.J~~.ur.
Tolol'lIono Nu.
compulltlon unax
16, Amount 01 Ilno'1411xoblo 016% ralo
!Inoludo volUol from Bcllodulo K)
16. Amounl ofllljo 141mbloot laW rato
. (Includo Voluolftom Bohodulo K) ,
17, I'rlnolpol tax duo (odd 10X,Irom IIno IB plul tox Irom IIno 16)
IB, Total Prior 1I0ymonttl
(a) Amount Paid
'(h) PIUIOlloount
(0) Mlnullnloratt
IB, Bolonoo Cuo !Ilno 17 mlllUlllno IBI
Moko Ohock PaYohlo tOI Roglitor of Wlllt,Agonl
. . · PLEABE RECIlECK MATIl' · ·
u~;;;;Ponat\lol of,por!ury,Ldool;;; tholll~ovo oxoml'n-;dthll ;ol;;;n, 111;II;d1no oco~~lIollvirig Ich~dulnl and ItOtomonll, and to tho bOlt 01 my knOWlodgo
onU ballot, It II truo, ootro t, and oOl1)plolu. lloclorotlon of prolloror othor tllan Iho pOllonol roprolonlallvo II ~a1od on alllnlllrmatlon of whloh proparor lias
any knowlodgo, .-!:L/-~ / ,~ .a..,
AODf\nRS ,I 'OATS
REOAPIT.
ULATION
AND
TAX
cALDU.
LATION
, Rooaplllllatlon
,. Roal emto (Sohodulo A)
2, Stookl ,nd Ronlll (Bohedlllo BI
3, ' Cloloiy Hold Btouk/Portnorlhlp Intoroll (Bohodlllo C)
4. Mortgogal and Notal (80hodulo Ol
0, COlli & Mlloollonooul Pononol Proporly(Sohod'lIlo el
0, Jointly Ownod Proporty (80hodulo F)
7, Tranllert (Sohodule G)
0, Tolol Groll Allotl!lola,l IInol 1.7) ,
B. Fllnorol Riponlol Admlnlltrotlvo Ooul/MIIOallonoolll
'Exponlol (80holllllo HI
10, Debtl/Murtgogel/Llonl (Schodulo I)
11. TOlal Ooduotlonl hOlolllnol9 & 10)
.\2, Not Volllo of Ella to Ulno B mlnlllllno 1 JI
13. Chorltoblo Boqueltl (Sohodula!J)
14. Not Vohi,o luliloot 10 IlX (IIna 12 IIIlnlllllno 131
---
u.._
(1)___,__
( 2)
(31_
(4);""__
( 51
( BI____
(,7)__,
--
( BI
( 91.___,
(10)..
(111 \~\Ocg4:.S9
(121
(13)
(141
(1~1
x,OB-
(IBI",-
x,Iao
(171
(IBI
(19)
-----~------------------'--~_.............~"-------~._-----_._.....-+---
~
,
SloNATURe OF FREMREROTHEi1 TI~AN-ReFReiiaNTATlva -'ADoREe'S-
DATE
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QEI'IeRAL INHERITANce TAX INFORMATION
-
~
. ,.... ".
Unaatlllled,llabllltloa,lllcuftod'by iho docodonl prlol' lohla/hor doath aro dOlluctlblo agaln_t hlslhor laKablo
estate, In addition to dehts Incurrod hy Ihe decodonl or oslato, othor 1I0ms uro clolmuhlu Including Iho cOil 01
admlnlllrutlon, allornoy fOOl, IlduclPty 1001, .Iunornland burlul OXllonlOS Includlnll the cosl 01 a burial 101, lombstono
or gravo markor andothor rolatod burial OKponlU,
AlI,dobts holng clalmod agnlnst nn oltnt,o nlo suhloct to tho approval of,lha Rogistdr or WI,lIs with whom tho
Inherltnnoe Tax Rotl'rn Is Illed, Evldanooto SUllporllho docodonl's orlho ostolo's lIahlllty for Iho dobts bOlng
clalmod should bon,tlachod to this scbodulo,
A lamlly oKompllon may bo clalmod by 0 spouso 01 0 docodent who dlod domlcilod In Ponnsylvanlo. If Ihero Is
no SpOUIO, orll tho spouse has lorlelt,od hls/hor rights, thon any child 01 tho decedont who Isa mombor of tho selmo
household con ololm the oKomptloh, In tho ovont thoro Is no suchlpouse or child, IhooxlIIl1ptlon con bo clolmod hy
a parent or parontl who aro mombqrs 01 tho aomo housoholdal the docedont, Tho family oKemptlon Is nllowable only
against assets which pass by a will or by the Ponns,ylvonlo Intostato Laws, '
NOTEI CompoMatlon paid to on,ostalo ropresontatlvol nnmely, an OKocutor or admlnlstrntor, lor sorvlcu
porformed In administering on estato Is,reportablo for Ponnsylvanla In como TOK purpons, This taKablo Inoomo
Itom should be reporled on lorm PA-40.lndlvlduallncomo Tax Return.
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INSTRUCTIONS FOR COMPLEJJNG SC~EDULE "F"
1, lIthe lamily o~omptlon II bolngclalmod, Indicate Iho cl~imont's namo, nddroBS and hls/hor rolotlonshlp to
thodocodent, J:nter "Iamlly oKe\ilptlon" In tho remark'. column Imd tho amount cl,olmod In tho amount column,
2, Aulgn conseoutlve numbor. to"oach,ltom Ilstod,
3. Ehtor tho dato on whlcheaohdobt was Incurrod and/or paid,
4.., Ent'f'lho nomos 01 eochpayoo, ,
S. Provlda ,a brief oxplanatlonln the relliarks oolumn lor oach dobt clalmod,
6, Entor tho amount of ,oaoh dobl being clalmod, ,
7, Tho form mUs,t bualgnod by tho purson who has assumod tho responsibility lor paying the dobIs,
IF ADDITIONAL SPACE IS NECESSARY USE 811" Kll" SHEETS,
;;'
, "
li'illS'I.' AND I'AI\'l'IA1, MeOUN'1' 01'
,MUPlitN Olll'Q8lof]lANK ANll 'l'l\Uli!. Cot'll'ANV,
,8ueCE91101\ TO PAlIPIIIN OIlI'QSl'l.' 'rRUS:.LQQHpANV
"mUSTIIl\ UNDER AOlIllEMllN'I.'
PA'I.'llnOe'1'OnllR 25. 1973
ANn RE9'1.'A'1'I1D IJEOEHIll':R 20 ,-1979
AS AMIlNDI\D HAY 20, 1960
WI'1'n DONALD It, IlUl<'l'ON
811'1"1'LOI\. NoH DI\CIlASI\D
, ....-
PRiNOIPAL RI\Ol\IPT8
The Aooo\lntnnt ohnrges itself with' the following "SSllts
reoeived ns per Sohedule "A" of ,the Trust Agreement I
$10,000,00 U, S, Trensury Bills due 3/14/7/,
$10,000.00 Buf.fl\lo Niagnrn 11leotr:Lo Oorp, First Mot'tRage
2,75%'riond~ due 11/1/75 ,
$5,000,00 OhibEdi~pn First Mortgage 3% Bonds due 9/1/74
$20,000 ;'00, John Dee\'e Credit Ool1\pany 8.75% llehenture
due 10/31/15 '
,
$5 ,QOO. OO'1'ennesse~ Vnlley Authority 0% Power !londs '
due 6/1/74
10 Shares Amerionn Telephone & Telegraph OomPllny, $4,00
00nvert:Lb1ePreferred
100 Shares A10nn Aluminum, l,cd,
63 Shares Amerionn,j.,e:Laure Servioo, Ino,
aoo Shnres Annopndn Compnny
100 Shares I<enneoot t Copper Oorp,
100 Shares J.,ear Siegler, 'rno, ,
100 9hares Mngt\l\volt CompanY
244'8hnres l',enney1vrinia l',ower & !,ight Oompnny
15 Shares Penn central Opmpnny
,
30 Shares ,l.'1essy Oompnny" 1,c<l,
25 Share's DelawaJ:o Fund, lnC!.
744 Shares Fundamsntal lnvestora, tno. Delaware
Ljfj(R :I.n::) P/,t:f ;lGD
"
I'
$ 9, O~3 ,30
7,400,00
3,900,00
20,900,00
,5.000.00
500,00
2,000,00
630.00
4,000';'00
2,437,50
1,850,00
. 3,200.00
4,694,00
,.
"
15,00
787,,50
25,00
744,00
1974
,lIeb. 1].
15
lIeb. 26
26
Mar, 14
14
,14
14
20
;Apr, 5
May 16
16
, ,
19,443 Rhnro" Invostprn Mutunl, Ino, Nevndn
23/1 Shnrell The OnolHl1inm ~trotlt: Ilund, 1110.
121 ShnreR Hell.illgl:Ol\ l1und, 1110,
179.363 ShllreS InvestorR Stock Fund
Al.f:lOWl'r\l TIlE YOLLO\nNn I '
Reoeived in' kind - $1,1,00.00 )teUanceGroup 9,675%
SUbordinnted SinkinB Fund Debanturea due 0/1/98
Reoe,ived in kind - 106,365 Shuraa InvestorR Mutunl.
Inc, Nsvadn
Raceived in kind 1,966,40 Sharaa Fundamental Investora,
Ino. Dallmare
Rscaived in kind ,. 207'.959 Sharea Wellington Fund. Ino.
Inoreasein the cnrryin!!, value oC 2,730.4 Bhares Fundamental
Investors, Ino. Delaware
Inorease 1.n the carrying value oC 125,365 ShareR Mutual,
Inc, Nevadu
Increase in the carrying valuo oC 179,363 ShareR Invaatora
Stock FundR, Ino,
Increasll in the'cllrrying valull of 328,9!l9"Sharlla \Qe1lit1Bton
Fund, Inc, "
RllcElivsd"in I~ind .. ,511.7/19 shares The One William Str.ellt
Fund, Inc,
Inorensll in the carrying valull oC 925,112 ShllrllsThe Ono
W1.llinm Street Fund, Inc,
Gain on sllle Of $10,000,00 lIuffn10 Niagarn E1eQtric Oorp.
"First Mortnalle 2,,75% Bond a due 11/1/75
Redhed $9,158,34 .
Oarried 'at 7,400~
Gain on aahor $5,000,00 Ohio lldiaon OOl1)pany 3% Firat
Mort!!aBa Bonda due 9/1/74
Rllllli~ed $4,860.72
,parriad lit 3~800. 00
L1!,U: ],1:;.; rl,i:l i.l!JJ
-2-
$
19,00
234,00
121,OQ
179,00
68,.259,30
1,4PP;00
106 , 00
1,986,00 '
207,00
,23,946 '59
1,195.98
3,246,83
3,737,93
511,00
10,,045,99
1,75a,34
1,060,72
. ].975
July 10
AUB,
8
Sept:.
29
29'
1977
Jan, 12
AilS.' 11
Sept:, ~O
.l&l!t
Jan,
11
6
Dec, 13
20
1979
'Ma'!" 16
Ollin 011 111110' 0(:' 50 ShuruH JIJ.xod lllUIll1\O OoUuctl.vu tllveHt:mullt
11und I
J\uu1bed $473,[1,.
Curried I1t .Ji50,97
Ouil1 on 1I111e oC 213 ShllroH IIJ.xe(1 lnconlo Colloct:1.vo Involltment
Illlnd
Real bed
Carrhd lit:
$2.001.. 70
1,955,?1,
Odn on sale pC
2/15/81 '
Realbed
CarHed at:
$10,000 U, S, 'l'i'(lIll1ury 7,375% NotOH duo
"
$10,1.35,59
10.001,51,
Ou1.n on sa1.u 0 C $ 25.000,00 ]Iodol'al 110l1\e Loan !Janka 7,25%
Convertible !Jond dUll 2/27/76
Redbud $25.239,87
. Carried at 25,010,00
Reouived 81,914 Shares Fundnmental Invustors, Ino, -
Ruinvest:ed Stock Dividend
Reoeived ,Cram Bet:tlor - ^ddit:ibn to ~'rust COl' Investment
Gdrlop mat:urity oC $20,000 1), S, ~'reasury 8,375% Nol:es
dlle 9/30/.77
Realizsd ~20,OOO,OO
Carriod al: 19.976,60
Oain un sale of
Invsstment Fund
Ree Hz ed
Cal'l'~od 'II t
..
3,103 Shares Fixed Inoome Colleotive
$30,004,76
29,312,12 '
Reoeived 23,020' ShAres llundamentA1 lnvustors, tne. -
Reinvested 'Stook Dividend
Cnpitlll Gatn Distribution - VnnllUlIl'd'HelHngton Fund,
lno,
Reoeived 42,382 Shnl'es Fundnment:nl Invel/tors" Ino, M
Reinvest:ed Stook DiVidend "
Reoeived 25,393 Shal'e's ]Illndamentul Investors, Ino, - 'Reinvested
Stock llividand
LIi,iJ~
...4-
~LIJ' , PI'"
.".., Il.il
Ii ;"
.LUt.J
$
14,17
46.48
1311.05
229.87
No Additiona1
Value Assigned
35,OOO,QO
23.40
692.64
168 , 74
82,24
283,54
172,67
1lli.
JUne 15
I
AUg. 15
23
i 1961
Milt. 9
"
Jlme 15
Dea,
31
1974
'May
16
'16
j I'
17
17
1\eaoJ,Vnd 25, 200 Bhlltoa llu\1dumel\tu1 1I1Vuatorll, Ino, -
RdnveatedBtock ,Dividend
I'
Gllil1 01\ allla of. 25,377 Bhuroa Fundnmol1tul, Invpatorfl,
Ino,
l~anlizad '$163,22
Carried at 22,66
Gllin on aall! 0 r.
Rea1bed
Cllrried at
125'293 Bharoe\De1l1Wllra !lund,
$1,620,00
-L533, 51
Ino,
Reaeived of Settlor - I'tocaode from Northweatern Life
Inautanoe 1'01ieiea
Gain on maturity of
Notea due 6/15/81
Realized '
Carded at
,
$):0,000,00 0; D, Searle (. Co. 8%,
$10,000,00
9.975,00
Gain on maturity of U. 8, TreUa\lry 7,25% Notaa due 1.2/31/81
1\ealizad $5,000,00
Carried' ac 4.988,80
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISIIURSEMENTB
Loaa on aa1e of $1,400 .00 Reliance Group 9,875% Subotdiml,cad
S~\1kins ,Fund Debentutes, due, 9/1/98 "
, Carried at $1,400.00
Realized 976, 35
Losa on sale of 100
Oarried at
Realized
Shares Lear
$1,852.50
468.24
SieSler. Inc.
Loss on sale of
NeVlldil
Carried lit
Realized
125,808 Shntes Investors Mutual, Ina,
$1,320,98
l,042,45
"Loas on sale of
Carried at
Realized
Investors Stoak Fund, Ino,
179.363 Shates
$3,425,83
3.006,66
...5- "
" U\ifJi
"'Ifl" """.
I h ,.~ 'IIIGI;
." i
(i'IJ~ ~
, ,
I '
$ 17/\ .19
, 160.36
86.49
1.2,905.77
25,00
11.20
$209,249. ?l
423,65
1,364,26
276,53
419,17
lPE.
~ug,
21
27
"
.ill.l:.
Feb,
17
"
Dell, 29
29
29
, 30
J:2ll
Mar; 31
June 9
;t;
i980
Feb,
LOllS on aule of
Oarried at
Healhed
Loss dn 'allle o't
Oat'ded' at
Realized
328,959 aha res VOI1suard lillUinllton
$4,065.93
, 3,186.90
2,903 shllres trundllmental Investora,
$27,452,87
21,917,65
Inc,
Jo'und, Inc,
Losa" on ml\turity
due 2/15/81
Oarried at
Reulhed
of ~5,OOO U, S. ~reasury 7.375% Notea
$5,000,77
5,000.00
$10,000 U, S, Treasury 8,125% Notoa dlie B/l~/82,~ Adjust
Book Value/'l'ax Coat to establish Date o~ Death Value
$10,bOO U, S. Treaau\:y 7,125~ NRtaadua 11/15/82 - Ad,juat
BookV!ilue/TaxCoat to establish Date of ' Death Vnlue
$15,OOO,Riverview, Pa 80hoo1 Diatrict 5.90% Oenera10b1isation
Bonels duEl 5/1/85 - Adjust Book Value/Tax Cost to eatabl.:iah
Date of Death V~lua
, 2.325 unics Fixed Income qollectivelnveetmel)t ,Ful1d ~ Adjust
Book Value/Tax Cllat to estab1:l.ah'Date of Death, Value
Pennsylvania Department of Revenue ~ 1981 Fiducinry Income
Tall
Donald S, Btoner - Convereion from oil tll gaa aervice
Tranof,erred to llatate.of D, R,"nuxton forpaymant of
Admtnistration Bxpeneee and Taxea
Kaaf.ar, Hqod I Allen & RaMI ~ Attorneya Fee
'rO'rAL' PRtNOI;PAL DIBilURSE~!Il11tS
INCOMlf RECllIPTS
The Accountant has submitted to Settlor periodic statements
dUrillg his lifetinie through January 16, 1960, therefore, the
Accountant chargea ,itself with the balance aa,per Stat'ament
dated January 18, 19BOI
ADDITIONAL'INCOMB RBCBIPTS ARB AS FOLLOWS I
1.
Intereatl U, B. Treasury DailY Repurchase Agreement
,
... 700: . '.,~'l "L"/!' I!.' ,1 ;'\':"
Lh",K . .. ,_ I "C. "~',JU
. ,
"
679,03
5,535,22
,17
745.91
1,093,75
1;363,05
3.141,61
1,00
,
965,59
7 I 259,84 "
600,00
$104,703'.93
" ."
$ 2,546,q
279,00
,1
1980
-
Flilk. 5
19
.1,9
~Iar, 4
6
9
Apr, 2
2
7
'j!
May 2'
2
6
16
,lunl;l 3
,,7
17
July 1
1
2
7
Aug, 4
6
18
18
'tntprPBt I Fixed Incomp ()oltpotiVc T.nvcatmont Fund
Interp,Btl $5,000,00 U, S, '1'rPllau1.'Y 7,375%' Notaa
due 2/15/60 '
d
Intpr.utl $10,000,00 U, 8, Trppaury 0,125% Notps
dU$8/15/82 '
Interoat 1 U, S, Tr.eaAl,Iry Daily Rllpurchllae Allrcement
Int,erest 1 F:l.xed Incol1le OoHect:l.V,e Investment Fund
Intoreatl ,Norchweatern I,Up lnallrnncll oompany
Interest 1 Dauphin DepoBiC nank & 'l't'ust COl1lpnny Master
Savinge Account
'!
,
Intereat I U., S, TreaBUrY"Dai1y"~epurchaB13 Agre13mlmt
Interest I Fixed Income,Oollective tnveatm~ht Fund
f"
. Interest I $15,000.00 Riverview 8.;:hcol U:I;etr.ict Allegheny'
'County 5,90% GeheralObligation 1londa due 5/1/05
Inter.eatl U, 8, Treasury Daily Repurchase Agr.eement
Interestl Fixed Inoomll ColleoCiva tnvastmentFund
Interaatl $10,000.'00 U, S, Treasury 7 .~.25%'Notee
due 11/15/02 "
Intereatl U, 8, Treasury Daily Repurchase Agreament
tnterllst I FiXlld In.;:omll OoHec tiva Investment Fllnd '
Interntl $l<J,OOO.oo 0, 0, Sllar1e & Company 8% Notlla
dus 6/.l5/~1
Inter.eatl $5,000.00 U, S. 'l'renaury, 7,25% Notes due 12/31/81
Interlilst I Dauph~.n Depoaib, 1lank& Trua\: Oompany Maate,r
Savings Account '
,
'Interest I
U. 8, Treasury Oai1y ,Repurchase Agreement
Fixed Income Obllective Inveatment Fund
, " ' ,
.. i,
lI, 8, Treal!ury, Did,1)' Repurchase MreElm~n t
Filled, Inoome Colleotive Inve,atinent Fund
Interest,!
Interest'l
Interest I
Interest I
$5,,000,00 U, S, Treasury 7,375% Notes due 2/15/81,
$10,000.00 U, s, Tr.easufY 8,125% Notea due 8/1~/82
Interestl
ll!,lR ~LU;~ rl,Gl
...8...
d,;j''I'
i; ,
$ 158,48
,(,
184.37
i;
4,Q~. 25
269,70
1.56.08
19B.14
" 26.52
, 318.63
160,74
4/,2.50
360,00
163.51.1
356.25
274.35
161,12
400, 00
181.25
26,52
1.77 ,79
156.37 ,
192.24
157.'06
184,37
406.24
1982
-
~pr, ,,4
5
8
Fob,
NAr,
Apr,
,~lllY
June
1980
,Aug..
Aug,25
Intoroatl $5,OOO,OOU,~, Trouaury 7,25% Notoa due 12/31/81
, ,
Intareat' U" 8, 'l'rouaury Dully RepurcllllHO A(\rua1l1un~
2
Inl:erellt' Ililled Inc01l10 OoUuc~ive Invostmunt Ilund
Intareat I U. B, 1',t'ellaury \lIlHy ltepurohllsu Agreement
5 Interuat 1 Fl.xoc\ Inc01l10 Ool1.uotive Inveatment Fund
17 Interostl $10,000,00 U, S, Trollsury 8,125% NatoB,dua 8/15/82
2
Intoreat 1 U, 8, Trel\aury Dllily ltepur7haae A(\reoment
5 ' Interest I Fixed Income CoUoctivo Ilweatment Fund
5
IntereStl U, 8, Treoal1t'y DoHy ltepurohllsoAf:lreumont
13 Intsreatl Fixud Income Collectivu lnvustment Illtnd
22 'Intoreat I Fixed Income' Collectivu lnvostmunt Fund
3
Interest I U. B, 'J'reaaury Daily Repurohose Allreement
5 Interestl $15,000,00 Rivat:view,Pa School Diatrict 5,901
Oenilrlll Obligllti~n Bonda duo 5/1/85 '
10 Intereatl Fixed Inoome Collective Investment Ilund
18 Interest ,$10, 000,00 U, S, Treasury 7,125% Notee due u/r5/S2
1
"Interest I U'. 'S. Treasury Daily ltepurchaae' Agreame\\t
7 Interest I Fixed Inoome dol1aotive lnveatment Fund
TOTALIMCOME RECEIPTS
"
INCOME DIS~Ult8EMENTS
27
Dauphin oapodt Bank & ,Trua,~OompanYM 8ervice chorga for
preparation of 1978, 1979'Fiduciary Income Tax Ruuurns
DlluPhin Deposit Bank & Trust Oompany - Bervice churllor.or tax
'preparation
:"11-
L1!:I.R :1.\1;.; PI,".' 'lDO
, '
$ 3.81,25
300,98
44'5,79
351,73
453,50
406,25
.405.68
41\9,01
430,47
439,46
'43,49
430,40
442,50
478,94
356.25
1.25,3.5
484..81
$29 .,932 ~ 40
$
60.00
24,00
d
, ,
D, R, Iluxton ..)lial'dhution '01: Inoomo
1980
,-
Jnnlll\ry
Ap!:il
July
Dc tobo!:
21
21
21
~~
~2. 51,11.13
1.833,36
2.569,111,
, 1.,519,53,
Blnnllhe 0, Buxton - Dhtribution oC Incomo
1.W.
Fob!:ul\!:y 6 ], . 500, 00
April 21 3,565,33
July' 21 3.421,02
Oc tobo!: 21 2.61,4.60
" , 1962
-
JllnUl\!:y 6 2.600,00
Jl\nul\!:y 21 349,99
Ma!:ch 15 1.500,00
Ap!:il 21 1.334,30
Dauphin Oepoait Bank & T!:uat Compl\ny - Commiaaion on Incomo
TOTAL IN COMB DISBURSBMBNTS
SUMMARY
,.',
TOTAL PRINCIPAL RBCEIPTS
TOTAL PRINCIPAL DISBURSEMBNTS
TOTAL INCOMB RBCBIPTS
TOTAL INdmm DISBURSEMBNTS
~209.249. 77
104.703,93
~ 29,932.40
27.072,72
,.!
~ 8,470.45
17,3tS',44
l,202,S3
,$27,072,72
$104,5451'64
2.659,66
"
$107,405,52
-12~ 11
1,I.r,'. ','l' f",.',t~, f'I,PI' , . 1
l.n .. ~ OJ JLj.
I{)
-
-
~,
I
,
"
'"
r-.
~ f:l, ~ ,.
~ ~~ E I~o~~~
~:~h~5D~i~~, \!:l
. 8~f:l~~~ mtj~~~
II~~ ~~~ h ;Ii
~~;I IU~~~~
rI ' .' .
-:""~"F~rr"IJ..'tnD
8'4''(~ '4~M.,V,4o)~Olln"ljl\l1" II> ",n
'1)84011)0801101<141'11\ .0'1I'1>10011.UI
'1)1IJ'.8p Uonnq"loll> PU. ~'It/Tl~
PI>WII~.D luno'u/J~6f''l1'e:': '
! ,I
I~
'0 m t-~ :;
... C if ~ II
IJ:jdJ8'n'0~B
It:: Q ().I''\1 d "j
G) .11 15 'h' 1;1 ,;J ~
'tS 0. 4:"\) l:~ 'u ;~
,.. ',"", 1"1 ...~1 ~
~. -! , . ~ ~
..... r.; ;~ f; ; ~ ~ ... III
o t;'-i /f i\:l r/ i~CJ
Q) !31~' r_j ~,' _ _ OJ
U B " ii, .,. P '"
\P 'j (J " "-H ~
0' ,'I ,f,': I;. S " .
r.1 tV C l."il' r.l'I,;I _
,~ ,~ ,~ ~:, ,tJ,'~ ~ ~
,,~~ ~ ~~ ~ al 1i'~ ~
r~ "YI.OHqjO
.f "", (l) _
11 'J " !,j 'f>! .~ .~
t' ~ f~~ ::~ ~i, ~, :U' ~~
m -~ ~) d 10 ~ I
Q.! tt1 0 :.- 0
rl "t, .- a 'ii
M .\IJ ~ ,~ 01 'g '0 !it
~ i3 fj _~~, 7h ';"1 j;J :fI
. ,
...Jt-1
. ' of!
m
~ "1'"
" i",PJ,
, ---ts,j
~ III to
, ~~-~
I
...
,':i
t)
\.,'1
..
~
e
o
~
.1.... ~
I,j
""-4'4. ~..
I,J
{'I
;,t
I~
I,: J i~
I' -~I
.l=i
'f':
\q
l~t
-.
" 1
\;
, ,
ij
~ ' ~."
o~~ !l,'F'<' ~~
\Q h~lm !i
...... la;~~~11
, i=
c;;; ~h.a;~~
I
--
~
l
~ "
. ' I">'l
I'J'
~1~
,PC!U
;;I~U
I~J
1'1\'
i'I'
,
'T~
.~
r:J
,~'
.>
\'",j
.... "
o 'fl
,
,;
,
, p j d ~
't1 .. 1> ,,' ,. fJ t) .p ~
1'1 Cl, '1""'" U
4J ~(U,': ....,1.:: ~J ~
~.-:' ClI I.., ,I '.
0!3 ,<1 '~ .." ',;, ~',~)" ~ ,,~',
"" 0 I,.. ,.I " c, .t:l . 11 }I
",. I I" 1'1.... '~
..... ." \~.I 1
J QJ C, P j-o,- Cl
,~ J~l ~ ,,.,j <,j, '~F. OJ ,'!l]
~.l I ~l ~-J 1;0 -..t:1 _
- ,~ . ,., .. <U . ..
~ II~ - . '.', _ e .
CI or', fl, ",.,(l'i ,a ~rl, ~
t J 'OJ 'II '" 1'1 ", 1,1 "" II
r.;1 '.1.,. ,. t1 I" '" J
I _ ,(! .1" ! .:' _ ~
" "Ii, ',lli'i ~ ~ 11d ~ t",j'
tJ OJ r. " '" g ... 0
0!3' j 8 .q'?J !1 ~ ~ 1;
,j, 'lS '~~"tl .r; Y.I ',:"l. ,~ '~, IJ'I
, '\;j '~ I~ .II.n '~~
III 1:: (< I J>,.t 0
r: t:;I 1:, d It-
~ n'9 ~.R r: l:l 'lS
u .. ,< ,v I
,.. ,i,
I
, 'J
j,
1 .
1981
Peb,' 17
17
26
Apr. 6
..
6
9
May
FIRS'l' ANP PiNAl, AOOOUN1' 011
. . -+--
DAUPHIN DIll'OSI'l' nANK AND 'l'I\UHT ClOHpAN'(
,
lixlWU'fOl\ OF Tim Ell'fA'fll 011
Q, l\, IlUXTON
LATB OF TUB 1l0l\OU(JH 011 CAMP !tILl.
,OUMIlERLANU COUtl'l'V. PENNSV\.,vANIA
DEOEASI!D
PRINCIPAL REOEIPTS
The Aooountant charges itsolf with the' Assete as pol'
lnventory and Appraisement ae filad I
ALSO WI'l'lt TilE FQJ;LOWINOI
Receive~,f.rom Donal~ R, Iluxton, Trust
For the \.'aymE\nt of Atlministration IlxpensBe and Taxoe
TOTAL PRINCIPAL l\IlQEIPTS
PRINOIPAI, DIRIlURBEMENTS
Cumberland' County Rogistor of Wills ~ Probate of Wi~l,
Renunciation. and 5"Short Certificates
Chatles n. li'al1st ~ MileaUB t'eimbureement fat' Pt'obating Will
,
OIlUphin'Deposit Balik ancl Trust Company - ReiTnbursement for
Long Dis tance Te~ephona Calls
Cumberland Law Jout'nal - ,Cost of Advertising and P,t'oof o,f.
pubUc;:ation
Patriot News Company, - Cost of Advertising and Proof of.
publication
"~oss on sale of 200
Carded at
Realized '
Shares TeXI\S
$16,693.75
..11.206,42
El.ls tern C01)P, , Common
5 /1t's. 1l1anche 0, Buxton- Reimbursement for Funeral Expenses
, and other expenSes paid on behalf: of Decedents Estate
12
lIar!:y }1, Wimer - Appn:l.sillaPersona1 Artic,las
L'll" "I' ')' , l" "1"'.1
d.l,h . ,I, ,.. rl,Gc",1.. l ti
$19.593,75
7 .259,84
$26.853,59
39,00
8.00
1,,83
18,00
70,05
5.487,33
8,055,32
60,00
,I'
,
,
"
H8l
Sept. ,,25
Oumber.land Oounty Regla~or of \~1.P,H - JI:ll1n[l tnVOl1~o~y
Dllb~s 111111 DO\luc~1.ol1s lint! Inher:Ltnnutl 'l'mc J10rmll
I'n, Depnr~mel1t of Trllnsportnt1.ol1 ~ Dupl:LclI~e title to
1968 I'Ol1t1.,IlC Coupe
I'll, Pepartmel1~ of Revellue ~ Feo for 'fWD l\agintrllt1on
PlateR ol1d TitleR
9,00
June 5
July 23
11,00
58,00
29
Dauphin Dllpoal.t 81\n1$ allt! 'j'rust oompany "' l\o1.mbursoment
for additional charges for oar trl\nllfora
20.00
1'982
JUne
'0
7
CUmberland Oountyo Register QfHiHa, ABent'~ (1011118yl\.l1l1io
Tranafer lnheritance 'frix
6,589.37
RES~RVETO PAY TilE FOLLO~lINGI
Blul10he 0, Iluxton ~ FAmily Exemptiol1
Dauphin Depos~t Bank & Trust Compl1ny - Exeoutors jlee
Keefer, Hooel', Alien & RahAl ~ AttornaYR Jlee
2,000.00
979,69
Reserve, for FUing
TOTAL PRINOIPAI, DISBURSEMIlN'fS
750,00,
100,00
$24.253.59
~
INCOllll RIlDE Il"I'S
1981
"
. May 1 Interest I U, S, Treasury Daily Repurchase Agroement
July 1 Interest t 'u, S, Troallury Daily, RepurchAse Agreement
Al.\8' 3 I,nterest I U, S, Trensury Daily Repurohllse Agretlmen t
. ,
Sept, "2 lntereatl U, S, TreAsury DlIily Repurohl1sG Agreement
, ,
Oct, 1 ' Interest t 0, S, Trensury, DaUy Repurchase Agro'emen t
Nov, 2 " Interest I U, S, Trialtsury Daily Repurohase Agreemen t
Deo. 1 Interest 1 U, S, Treasury Ilaily llepurchsae Agreamen t
1982
,09,44
108.86'
45,91
,45,50
39,30
36.43
'30,75
,110t' .
5 Intet'es~ 1 U, S, Tressury Daily Re\lur,ohoSB Agreement
2 In,te1iestl U, S, Tressury DaiLy Repurohlls~ Agreel1)ent
2" tntet'eatt U, S. Treaaury Daily Repurohase Agreemetlt
28,'14
213055
32,95
,', fo'eb.
w2.,
II" '] !,", .;", ("'\!cdr
Ll 'I.~! ,1,,11.., ['jlliL ~,' ,;
1982
Apr. 5
May 3
June, 1
1982
Apr. 12
June 7
, "
'I
"
Interest I U, S, 'l'ronsu ry DIIHy Ropurchllso Agroement
Inter.estl U, S. Tr.oasury Iluily I\epurchaso Agreement
Interestl 'U, II, Treasury Daily Rellurchuso Agreenlont
TOTAL INCOME RECEIPTS
.lli.fW1l DISBUltilllMI\N'l'S
Pa . DepaHment of l\evonuo - 1981 Pennsylvanill Fiduciary
Income Tax
,
34,98
34,92
34.47
. $590,20
9.00
Cumberland County Register of Willa - Intorest on Pennsylvania
Transfer Inheritance TIIlI
Dauphin Deposit Bank & 1'ruat Compllny - Commission, on Income
Fee for Preparation of 1901 and 1982 Fiduciary Incomo Tax
Rllturns
I . , .
TOTAL INCOME DISBURSIlMIlN'l'S '
SUMMARY
TOTAL PRINCIPAL ,RIlCEIPTS
TOTAL PRINCIPAL DISBURSEMIlNTS
TOTAL INOOM~ RECEIPTS
10TAL INCOME DISBURSEMENTS
$26.053,59
24.253,59
$ 590,20
417,91
RECONCILIATION ACCOUNT
Balance as per First and Final Account
, ,
Lessl
Blanohe D. Buxton - Bequest
with Item First of tlw Will
1976 Cndillac
196B Pontiao Virebird
in Acoordanoe
oonsisting ofl
$2,300,00,
" 300,00
BALANce FOR DISTRIBUTION
lll,d 1;);..: r/IGI'
-3-
","",
':..'u
329,1,0,
29.51
50,00
$417.91
$ 2.690.00
_172,29
$ 2.77w.2,
$ 2.772,29
2.600,00
"
$ 172,29
\
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REV, 1B41BX I1-B21 ' '
BUREAU OF EXAMINATION:h NOTIIlE ,or INHERITANCE TAX ~AsseSSMENT
PENNSYL VAN,IADEPM T ME NT OF REVENU,E APPRAISEMENT A~~OWANOE OR, DISA~~DWANOE, 0 ONTRD~ NO. 101
P,O, BOX 6327 '
, HARRlsaURO, PA '\ 7 I O~ ,or DEDUOTIONS, AND ASSEsaMBNT or TAX AT"
, " " 0 . ~~09-B2
___ ...._._ f -.....- -
ESTATE Dr BUXTON D R rILE NO, 2l 81-0l54
IlA,[L01~!IL~:'.JiO.......J..C-~-" OOUNTY CU.M9R{.;1IlU2- '
NOTBI TO, INSUR8 P~O~B~ OREDIT TO YOUR AOOOUNT SUBMIT TH8 UPP8R PORTIoN OP THn NOTIOE WITH YOUR TAX
, PAVMENT TO TH. R8GISTER OP WI~~S OP THE ABOVE OOUNTV, MAKE OH8CKS PAVAB~E TO "R8GISTER or wl~~S,
AG8NT, !', If TAX PAVM8NTB AR8 MAD8 WITHIN 3 MCNTHS OP THE DECEDENT'S DATE OP DEATH. A' DISCCUNT
OF B% OF ,TH8 TAX,PAIOMAV BE DEDUOTED,
OHARLES FAUST
DAUPHIN DEPOSIT BK & TR
213 MARKET ~T
HI1Cl PA 17101
PLEASE RETURN THIS
PORTION TO REGISTER,OF
WILLS IF PAYMENT DUE
QY1: AL.9t'o1~. 'tHJ~ .L.!N,B. .. , , . . - , .. .. .. .. ' . .. ' , . .. . .. .. ., - , , .. . . .. . .. . ' , " .. ' .. .. .. . .. . . ... .. ' . ' .. .
NOTI08 DP INH8RITANcE TAX APPRAISEMENT, ALLCWANCE DR DISA~LDWANCB or DEDUCTIONS AND AsseSSMENT OF TAX
EBTATE OF BUXTON
_.~..~---------_.__............-._~~.
D
R PI~E NO,21 Bl-0164
.__...__._--_.._-------~-_._----~._-_..........-'-~._....
ACN 101
DATE ,OB-09~B2
T AX RETUR~JIY.~~:..J..~;J_A.2~Jj~}ED ,~~J:ILEQ._,J......L~.t!~tigE.P.__.._~..,_.~.__n_..n_.__...'......
APP~AIS8D VALUE ,or 8STAT81
1. R..I E"alll '(Soh.dule AI
2, StOOKS and Sonda (Sohedule BI
3, Clo8Oly Held Sloo~./Parlnerah,p Inleresl (Sohedul. CI
4, Mo'lg.gu .nd NolU ISohedule D)
~, Cash & Mlsoellan.ousPersonal ProperlY (Sohedule EI
6, Jointly Owne~ prop.rly ISohedule F)
7, Transfers (Sohsd\'le 01
a, TOIDI Oro&8 As.el.
( 1) ,00
I 2)____.....9.Q.._
I 3) ,00
I 4) .00
I 51 ,00
I 51 ___.__--'.~_
( 71 ___._--'-.9.sL..
" I al
. .00..
APPROVED DEDUCTIONS AND eXEMPTIONS I
9, FunerDI Expen8Os/Admlnlslra,ive CoslslM,soellsneous
Expen... (Soheaul. H)
10, DeblllMortgallee/Lien. (Sohed"l. Il
L1, rolsl D~duolionl
12, Nel,'Valu. of E.ls,e
13, Chsrllsble aequesl. (Sohedule J)
14" Ne, Value Sublaol 10 'rax
(91" 12.Q84,B.~_
(101__ ,00
(1 11 --,--".l1.~ 084,89 ,
(lil ,~--1-2. 084. Q2.::
(131 _.._ .00,_
(14) 1~9. 822.87
,ASSESSMSNT OF, TAX,
15, Amount of IIns 14 Isxabl. al 6% rat.
16. Amount (>f line 14 tsxsble at 15% rAle
" 17, Prln.lpsl Tax,Du$ ,
TAXORSDITSI
PAYMENT RECEIPT" DISCOu"Nr 1+)' f
DATE #~,' INTEREST I_~_ AMOUNT PAID
05~09-S2 010777 , \ ' 274,71- 6,918,77
'"" Ai'"'''''' " """ o;;--k"""L ,,'U," Ls, '0"'''' ,."" , - ~_~ __:fM-.;,{ ,
NOINTERUT IS DUB ,IP PAID BV b5.,.09~S2 aA~ANOB OP TAX DUE 64 GOOf{
IF PAID AFTER DATE INDICATED SEE'REVERSE POR INSTRUCTIONS, (lj aslanoe Due Isi;;;th;;-.l:00np-jl;v';;.nt, i;"'.QI/" 01
1\ 5)_-1Q!1,i 822.87
116)___ ,00
X,06"
X" 15-
117)
6,689,38
.00
6.589. 38~
RET AIN THIS PORTION FOR YOUR RECORDS
"
"E001H'1 J i"
m:c: I
'A2 All[ 11 1\11' I
"
INPORMATION
< _...--.~_---t........._
Thl. dooumont la Iho 'Nplloa rOQu"od 10 bo glvon und.r Soollon 70~ of In. Inh.rltanoo .nd E8I.lo Tax AOI
of 1961.(72 P:S, 8001l0n 24851, '
II th.' lax io paid within Ihroo(31 monlhs .f "r Iho oooodoni'1 dea',h, . dlabounl of 5% of Iho laX p"d la illoW.d,'
"
Inhorltanoe, Tl.x ,booom08 dollnqu.nl nln. (A) monlha afl.r tho dooodonl'a dealh, ,lnlor051 la ohargod al Ihe
ra" 01 ai" (B) pa,oonl por .nnum on \11. .mounl 0\ unpaid lax, (SEE ExAMP,E eE,OWI
.. 'I '
'eXAMPLE: II. b"lnoo' of lax duo 01 02,OQO,00 la In . dollnqUonl alllus from 3-3-80, Ind p.ymonl Iii mldO
on 5-~.9; Ih. Inl.r..1 la o.IOUI.tod la Indloo\od b.low, ~~
I,'
STS? 1
OOlermlno Ih. r," of
'nleroal If!"" Ih. I.blo b.low,
STEP 2
Mulllplv IhO b.I'noo of
II>' duo by Ih. tile 01
Inler.at.
eallnoe of I. x due 02,000,00
!lllLof Inl.rel1-...__L.,O.1.3..3]._
INTEREST 0 26:70
STEP 3
Add Ihe InloreOl
10 Ihe b.l.noe 01
laX duO,
Inloroal from 3-03-80 10 5-23-80
ReaUllaln: ' .- '
2 Monlh. u .010
, 20 Om" .:L..l.o.o.a3.1i.
,Rile o\lnto"al .' ,01335
811anoe of IIX dUo"
Nuelhl.rei\ 10
Oe.iL2Lf!Y.rnehJ l!;l
'fO'fAL- l.x In~
Inleresl 10 OliO
of Peymenl
02,000,00
o 2B,].Q
02,026170
.. ...... .. .. .. .. .. .. .. . .. .. ... .. - .. "" - ." .. .. .. '. ..... .. - '" - ~ .. .. .. .. - .. .. .' .. ... .. .. .. .. .. ~ - .. - .. .. .. .. .. -. .. - ..... .. - .. .. ... ....,..
1 mOnlh ,008 4 monlha .020 7 monlha ,038 10 monlha .060
2 'Monlha ,010 5 monlhs ,026 " 8 monlha ,040 11 monlhs ,066
3 monlha ,016 6 monlha ,030 9 monlha .046 12 monlhs ,060 "
1 day ,000 \? 11 daya ,00186 2 1 diva' ,00362
2,daYa ,00034 12 days ,00203 .22 dlYS ,003 Be
3 dlya ,00061 1 3 day a ,00220 23 d,ya ,00386
4 diyS ,08068 14 daya ,00237 24 d,ys .00403
6 <leys .0 086 1 6 deyo ,00260 25 deVI ,00420
6 dava ,00101 1 S dlya ,00267 26 dlYa ,00437
7 days .00118 17 daya ,00284 27 dlya ,00464
8 oeya ,00135" 18 daya ,00301 28 dovs ,00471
9 dlya ,00162 1 9 diva ,00318 29 dava ,00488
10 davs ,00169 20 daya ,00336 30 day" ,00500
..,-,.... ".-'-" ..... -,.... .......- - - -... ..,., - ........ -.... -.... -....... - -: _...-........,........ -......... -..... _.....;........ ~'......
Any parly in Inlereal, lnoludlng Ihe Commonwealth and Ihe porsonal reprosenlallve, nol uilalledY'iilh tho
ippr"semonl .nd .ueumonl ma\' obJoOI Within ,I>'IV (601 daya aft.r, reoelpl of Ihls ,Nello. IS provided bv
Seollon 1001 of Ih. Inherltanoe Ind ,EalaloT~" Aol of 1961 (72~'S, aoO, 2486 - 100 I),
MAKS CHBOK 'OR MONSV ORDBR PAVAB~E TOI "RBOISTBR OF Wl~~S, AOSNT"
DETACH THE TOP PORTION OF THl,s FORMANDiSUBMIT WITH YOUR PAVMENT TO THE ReGISTeR OF WI~~S FOR'
THe COUNT V SHOWN ON THE'REVERSe,' SE,E T~E INHeRITANCE TAX INSTRUCTION 80qK FOR AeDFlESS,
,~
,