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No. 21.81
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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Cl1 ",-!:Lc._J__g~___._~J('K o.",:tl.~!'_.._.
, deceased,
To Register of Wills for the County of Cumbarland, in the Commonweallh of Pennsylvania,
Petitioner(e) is (1*e) the execut OL-_ named In the Last Will and Testament of
Clll.a....!es ~. Akl(<\\-'.d.u' dated_.__bee. 2, I~('~.
Decedent was a citizen of the United States and a resident of I\l ~ v.J C v ""~ tr I ~ ",<I
T: RD~if3 (Borough), Cumberland County, Commonwealth of Pennsylvania,
'I. ~ 2. -it... fJ.,..
Decedent died on __~!-llAY_._ the __._.E.__.. day of .._1~ vf r A,D, 19..f.L-, In the
County of b" v 'P h ; ~ , State of J~" '" V\OI '- at the age of ~ years,
Decedent MIs (has not) been married and _ (has not) had children born to him (_) since the ex.
ecution of the above described Will,
Decedent was possessed of personal property to the value of I ~ fj v. (}('O .
and of real estate to the value of
ho......e
as near as can be ascertained; said real estate situated as follows tJ I It
Therefore, your petitioner(s) respectfully apply(ies) for tne probate of the said Last Will and Testa.
ment and for Letters Testamentary theron,
Dated 5~'flt<""'~eY' 171'H1
?dcC-TV-<< Q., )('\oI4.'t' A-, ~"if 't~
Name and address ._____. (0 W\_\~H.IIUV.._" I tk N 'It :o...Il5",,,,,k
of Petitioner(s)
p c 'i3 Co..!'
__~r;~b~{j
10 10
(6.. 17/0~
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND l ss
_Ed w~riA,_J1,J5.'('''''!:''''''''TJ~-,,~_'T.- v. L.Qi.(:" "_'!{ C...",.. ..,t. Ilk tM:e..I. B.~k
named in above application, being duly __~~."...!...!:l-....__.._. according to law say(s) that the
statements set forth in this petition are true to the best of._ ...hi,s...___ knowledge and belief.
:5' we..."- and subscribed before
Jt . /1 V
.' r:' "-""f _ N.. /t.'l..f".H!',,~_._...
me, . . September 17,9 81
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// It j' X;:sler
Filed September 17, 1981
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Commonwealth J~
National Bank ~
October 9, 1981
Regi ster of Will s Offi ce
Cumberland County Court House
Carlisle, Pennsylvania 17013
Dear Si r or Madam:
We the Executor of the Estate of Charles R. Alexander, Deceased, do hereby
personally guarantee the payments, within the time prescribed by law, of any
Pennsylvania Inheritance Tax that may be due on the transfer of the securities
1 i sted thereon for whi ch a consent to transfer is granted.
THE COMMONWEALTH NATIONAL BANK
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2P55 (BE5503) ,- ;;u:U
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The Commonweahh National Bank. '0 South Market Square. Hani~burg, PI. "'08 (7111 ~b4'"&&OU
Rce.7Z 19.681
APPLICATION FOR AND CONSENT \
TO TRANSFER SECURITIES ~
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
-----~--
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for consent to the transfer of the following securities of 0 Pennsylvania
Corporation or 0 Notional Bonking Assacialian located in Pennsylvania:
(0) ;2.05 S~s, (b) SUI\. Cr;", 'l~c., (c) COM"'.....
(NOTE: In describing securities enter in (0), ab Ole, e;rher the number 01 shores of stock or the face amounl 01
registered bonds, in (b), the nome 01 the issuing company ond in (c) the closs of stock or the stated interest rate
and maturity dote of registered bonds.)
ISSUED ON 10/11/ n " ~/J'/;a , and having 0 TOTAL MARKET V A LU E OF $ 7, 701, o~
(Date) "I I
os 01 the dote 01 death 01 the decedent, (' ~ a ..loJ r:. A.1..u. ",Jot 0(" , an.-lLf- ;z.!J ( 6' /
(Hame of Dt.lcedont) . (Date of death)
DATL1!2jJl).6/
who was late 01 J).f fop!'" Aile.,
(Street and Humber)
. N,VI! (v~\lurlo.nA--
(PosIOHir.c)
(vl-t-lb-erlo"'-L- Pc.,.
(County) (State)
The securities ore registered os lallows:~' II/IX. .....c{er
(tlomo or nomos in which certificates ora registered)
ADMINISTRATOR)
EXECUTOR )
C:lMlMa"W'K(t~ f\J,J,'c....L._'&~k___P.:.Q.:J!~J_~_th.~r~!kvri e. J7/()~
(Nam.) ",.',. (Add'~."~)"LI't ;~;\i10NI\L ')"1\"
NAME OF APPLlCANT'~ VI.I'\111~UI'ilU' I I'
COUNTY FILE NUMBER...j"/.f'/-~'%f' ADDRESS OF APPLICANT f'd3,~ lolQ. l-/otr'1'$~v'J p.,. Ii/of
BUREAU FILE NUMBER SIGNATURE OF APPLlCANT~mwI tf, /~~..... Sr,T...<tO(r-.".
NOTICE, IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE~.L ./~/~
I hereby consent to the transfer 01 the above securities now registered in the nome of the aforesaid
Decedent and waive the filing 01 0 certificote certifying to the payment 01 the transler inheritance tax to which
the property of said Decedent is mode subject pursuant 10 the provisions of the Act 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 with the provisions
of the Act 01 April 9, 1929, P.L. 343,
This Consent to Transfer the herein described property operates only in refNence to the estate 01 the
above-named Dccedent.
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Signed [" the sccretory~af, Revenue
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By _ ;:t.t~ " , ./!a
. ( IVn t'71 "
-rr-~ ;2 ~ !!v~k~
(J e; ~~nt)')
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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
'*~
DA TE -LQ';fl./~ I
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for cmsent to the transfer of the following securities of 0 Pennsylvania
Corporation or 0 Nationel Benking Asseciation located in Pennsylvania:
(0) ').17 S~(b) PI\'. L.-v!~jp-k;"'__~ /.c"1(:~ C , ____(c)1,.........'"
(NOTE: In describing securities enter in (a), ab Ole, either the "umber of shores of stock or the fece emaunt of
registered bonds, in (b), the nome 01 the ;5"U;ng company and in (e) the closs of 'tock or the stoted interest rote
and maturity dote of registered bonds.)
)-/"1'1; I./u/~f; IO/~/7CJ' , . 13
ISSUED ON $1/71 J' IC,/I~/Tl ,and having 0 TOTAL MARKET VALU:: OF s.2J1,f. -
(Oa.o) R r. I. -
os of the dote of death of the decedent, C ~.. r/e J ,\"11~1; n I\.{~__, an~f ' 2 5, I 'Iei' /
(Name of Oec:!dcnt) (bate of death)
tVc~. (v...J,.r!o"~f.__~,.._blc,,..f( R..,
who was late of )).,r ~(!.Io.r Aye,
(Street and Numbe.)
(POlt OHico)
(Courity)
(S.a'o)
The securities ere registercd os follows: C' I, 0\ d q R ,-.ill ~ X 0,. v-,t.~ or
(Nome or nom,,' in which certificates arc roglstered)
, ADMINISTRATOR)
EXECUTOR )
GM"\O~W'" Ifl..
(Name)
N.,t;HO LIS,u..k
--P-,-o.-,--~c'" 101.<?__tkn;~\'~ ,R.. 17/05
i'U', ,.<~d~\~,l_') "l.' ". . '''.'10','' L "
~ " ,1.IltUI,I.U, ~:j ,Jill ijrl lln""
NAME OF APPLICANT
COUNTY FILE NUMBER dY-Y/-h-(, 9 ADDRESS OF APPLlCANT.PO, c3"x 1010 Hdrr,'~b"~ p." l7Io~
BUREAU FILE NUMBER SIGNATURE OF APPLICANT ,divttu( a.~ Sr;';'"tOfl}..,.
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
- -
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE~.L ,.It/fYI'''!
I hereby consent to the transler of the above securities now registered in the nome of the aforesaid ..
Decedent and waive the filing of 0 certificete certi/ying to the payment of the transfer inheritance tox to which
the property of said Decedent is mode subject pursuant to the provisions 01 the Act of 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 with the provisions
of the Act of April 9, 1929, P.L. 343,
This Consent to Transfer the herein described property opcleles only in relerollce 10 the estate of the
above.nomed Decedent,
Signrd~or' he Secretory O.f Revenu.e
I 1J1zA&.i ') ~ . J
BY~~7-~~tf& ~:H~
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
/j~.,~ I,;;'; t\
~
DA TE-Lr2/-~_/n-
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made far Calsent to the transfer of the fallowing securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a) lOa :\h!J,(bLl1Lt.\j/~Ir"VH Eedn.fc_ (~r~___(cL(O"',Wl.'"
(NOTE: In describing securities ei11er in (a), ab Ole, either the number of shares of stack or the face amount of
registered bonds, in (bl, the name of the issuing company ond in (r) the closs of stock or the stated interest rate
and maturity date of registered bonds.)
ISSUED ON7/jt!1(, . 1/6/60.' Ilpt/7t, and having 0 TOTAL MARKET V AWE OF S 2 lot. ~
!, ", I I " I I '
as of the date of d(~:;h) of the decedent, C illl.:J t,j ((. 1+ I~ X II Itd e r ,an Ilv~ . 2- '5. '1.1"1
(Noma of Decedont) (Oato of dcath)
~)~~'iJv~,,6(.lQ,..J _ rv""kH.,.J"~J fl.
(PosIOHice) (County) (State)
who was late of }.).~ fc.pl..... Ave..
(Street and Number)
The securities are registered as fallows: (~h C\...I {s
I~_ ,4-1 eX,^l'l.ch'"
(Nome or names in which cortlficates ore t~gi5tered)
ADMINISTRATOR) (c WlVo\' ....W(I.JtU(d:c,,~1 B""k. . _~<l Bel( L9-Lc I-Iarrishv~. f.,.17/0j
EXECUTOR) (Nome) (Add,,,..)
NAME OF APPLICANT ~Jj:\,li&r,ilfl': ::, '.~(IW\1 ,;.'
COUNTY FILE NUMBER cfJ-,fl-/,-/O? ADDRESS OF APPLICANT_fa, {3c~ lelo H., rr.-shv., . Po. ' 17IOS
BUREAU FILE NUMBER SIGNA TURE OF APPLlCANT~t( 4, ~ Sr,'lv-v,f off:<tr'"
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATEdtt./~ If?'/
I hereby consent to the transfer of the above securities now registered in the name of the aforesaid "
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
05 amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in ar.cardance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estole of the
above.named Decedent,
Sign~d fOJ t~)e Secreta;y a( Revenue,
By L-1J;.U (1~(,--<~
."l(SI u,.j /) L!. /J. _ t7
~i2, - ~:._LUC:!2~
-or-rr.) (County)
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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
*
APPLICATION (MUST BE FILED IN TRIPLICATE) DATEJ~I-/31!1
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made far coosentta the transfer of the following securities of a Pennsylvania
Corporation or 0 National Banking Associalian located in Pennsylvania:
(a) /7-0 sA$. (b)~V G,I<. (0,_ .(c) (.,,~....~
(NOtE: In describing securities enter in (a), ab Ole, either Ihe number of shares of stock or the face amount of
regiS'lered bonds, in (b), the name of the issuing company and in (e) the c1ess of stock or the slated interest rate
and maturity dote of registered bonds.)
ISSUED ON~/f~.' ~~f,: 61/&1, and having 0 TOTAL MARKET VALUE OF S :2 co';: , ~
(Ooto)
as of the date of death of the decedent, C A"dH J(', A leMI\.ltl' ,on A'1' J-S', 1'18 I
(Name of Decodent) (Date of death)
who was late of '2),5' Pcr.l"" 11"(,
(Street and Number)
N~_"!..i~."!^..f,,~rl,,~'"
(POlt OHice)
("...b,'rl..",t
(County)
P'l.
(Sto'.)
The securities arc registered as follows:
Ckulcs ((, AI.,("Vo.{...
(Namo or ntllllU in which certlllcatos ote registered)
1\10.\:...( 13nl'l-k !"o,Btl( IDIO H"':l~"rj,a...mat
~ (Add,...) L'fU ' \l'IOM"L
NAME OF APPLICANT, de t;UIi1fVjUI~Wl:i\ ,:1 rI/ 1</'\ 1)0';;\
COUNTY FILE NUMBER dl-rf1-3t q ADDRESS OF APPLICANT p'~l3cx \ 0 10 I1m..r~",j f~, 17108
BUREAU FILE NUMBER SIGNA TURE OF APPLlCANva.~ C, J~'W\M... :;.,I...l0ff;..,
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND Wit L BE RETURNED TO YOU FOR COMPLETION.
C"'.......Wl<Jtk
(Nome)
ADMINISTRA TOR)
EXECUTOR )
.
COMMONWEALTH OF PENNSYLVANIA - DEPARTME~H OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE tfJd./~/f,f1
I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid
Decedent and waive the filing of a certilicote certifying to the payment of the transfer inheritance tax to which
the property of soid Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os amended ond the Act of June IS, 1961, P.L. 373, os amended, This is olso in occardance with the provisions
of the Act 01 April 9, 1929, P.L. 343.
This Consent 10 Transfer the herein described property operates only in reference to the estate of the
above.named Decedent.
Signed (0' the Secretary of Revenue
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MCC'7Z (9'681
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*~
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made lor cOlsent to the translor of the following securities of a Pennsylvania
Corporation or a National Banking Assacialian located in Pennsylvania:
(a) }Oo sits (b) G vlf O~LC9il. (c) CL""""OIi\,
(NOTE: In describing securities ente, in (a), ab 010, either the number of shares of stack or the face amount of
registered bands, in (b), the name of the issuing company and in (c) the c1ess 01 stock or the stated interest rate
and maturity date of registered bands.)
ISSUED ON ;:;'/)<>/70 ,and having a TOTAL MARKET VALUE OF S.3;ltK 7.
(Oa'a) r'l
as of the date 01 death 01 the decedent,~illJ R. t1/!J1.!'...der ,an Av.3' )5, 1~d'1
(Name of Decodent) (Dole of deolh)
DATE~/3181
who was late aL..J~-,-J\.k.v ('vw.~r'q....{
(Slreol and Nunlber) (PoIIOHice)
Cv...bltl....,{
R.
(County)
(S'a'e)
The securities are registered as lallaws:
(~H Its ~~ 1~)cQ,IA'~"'V
(Name or names In which cerliflcQIP.S ore rogistered)
c."'mC"M..\j-~ tJ",t\'c.~ J5.1...k __~.e'X~~'D{
(Name) .. <I:'!o\er,'l, 7'
NAME OF APPLICANT ,..l: "OM"IU,MtALlii NATIONAL B,\.;"
COUNTY FILE NUMBER d/.. R/- -'5%- tJ ADDRESS OF APPLlCANTP.d,Bcx ID 10 cfcr"'slmj r r... 17108
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT :Mvuul t ~~ Sr,Tr.st off/""
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
ADMINISTRA TOR)
EXECUTOR )
COMMONWEALTH OF PENNSYLVAt41A - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE.tlJL. /t /f'?/
I hereby consent to the transfer of the above securities now registercd in the name 01 the aforesaid
Decedent and waive the filing of a certificate certifying to the payment of the transler inheritance tox to which
the property of said Decedent is made subject pursuant to the provisions 01 the Act of June 20, 1919, P.L. 521,
as omended and the Act of June 15,1961, P.L. 373, as amended. This is also in accordance with the provisions
of the Act 01 April 9, 1929, P.L. 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Signed ior the Secretary 01 Rev~nue
By_~;~~('L~~rt:,;)
'.J (Sig hUU') ,
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Hl.:c.n 11I01)111
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
*~
~ICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for coosenl to the transfer of the following securities of 0 Pennsylvonio
Corporotion or 0 Notional Banking Association locoted in Pennsylvonia:
DA TE~412/J:.(
(0) :;, '-'? .:;ks (b), jA. (mmcK 1~,<1rt 4I~/'..K.Li1r~!< (c) Co....,......,
(NDTE: In describing securities enter in (0), ob Ole, either the number of shores of stock or the face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the slated interest rote
and maturity dote of registered bonds.)
ISSUED ON /1,170,' 3/}{,f73 , and having 0 TOTAL MARKET VALUE OF S "'f~ 5"5"lf,
(0.'.)
os of the dote of death of the decedent, C c..~...las j(~H , on-L1~, J-S, 1'18/
(Nome of Ooeedont) (Data of daath)
who was late of '22. 8' ~~.,. five..
(Street and Number)
~""_C v", b~.I" ,..,{
(Po,' Office)
Cv~b,.I."'{
~.
(County)
(5'.'.)
The securities ore registered as follows:
('hnrl~~(xq~Je~
(Namo or nomut: In which cortlflcotes OtO registered)
(;.....~OI\W("\t\.. Nd;'K.\ 13"'Kk~B,~ lolC 1-/.v..sb"J ' (1, /7/03
(Name) (Addrcu)
NAME OF APPLICANT, ,t; LUMlliti;'iWtAUH ;~i\llOrJAL Urt,;"
COUNTY FILE NUMBER ,d5/-R/- 'i&? ADDRESS OF APPLlCANT~t)( /010 l-/.......is'v,) ,Po, 1710$
BUREAU FILE NUMBER SIGNATURE OF APPLlCANT~lU.d tl./~ S,~",IOt(:,,'
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
ADMINISTRA TOR)
EXECUTOR )
COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE tJ!.1, /1,.J1f1
I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid ..
Decedent and waive the filing of 0 certificate certifying to the poyment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P,L. 373, as amended. This is also in occordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to TlOnsfer the herein described property opernles only in reference to the estate of the
above.named Decedent.
~"
~._.~
" !!;. k}\
,..... ....
Signed for the Secretary of Revenue
By ,qll~tt"~ff~
/7 5ign (..)~-'
~' II 1 -_~~
.." /~
TI )-.- (C..n',1
"
RCC~71li~e61
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
*'
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made lor censent to the transleral the lallawing securities of a Pennsylyania
C~~aratian or a National Banking Association located in Pennsylyania:
(0)3'0/000 (b) fellf1.. JMe. fv~/i( Sc/;e<16v:IJ:"J I1vft (c)k!Jl d.o. /t/.1j1L_
(NOTE: In describing securities enter in (0), ab O/e, either the number 01 shares 01 sta~~ce amount 01
registered bonds, in (b), the name of the issuing company and in (c) the class 01 stack or the stated interest rate
and maturity date 01 registered bands.)
ISSUED ON /')./I/IJ~ ,and haYing 0 TOTAL MARKET VALUE OF s6I /6J!.:[a
I (ooto) (I I (J I '
os 01 the dote 01 death 01 the decedent, Mtr t~ R, It exo"'.!U ,anA-.f' ;.{, /9i1
(Nome of Decedent) (Date of deafh)
)Jow' (VIliI b((I!11~ (umhl,k fi'v\l'\.lA
(Post Office) (County) (Stote)
DATE~t.,.~ I I ~~/
who was late al~lo.'(" Ill/I!.,
(Street ond Number)
The securities are registered as lallaws: C ~ IV III R. L1J~~c{e r
(Nome or names in which certificates ore reglst.red)
ADMINISTRATOR) (:........"",.../11.. ;1;('/,;11_1 il~l1k t~o,IJ,~ lata ~fr"fJ,u, j!, /7/Ctf
EXECUTOR) (Nomo) r (Add,...) ~
NAMEOFAPPLlCANT~""',"vJ,.,l!k 'V" f,'.... I O""k
COUNTY FILE NUMBER,) 1- \,'/ /'.:, 11 ADDRESS OF APPLICANT P. 0 ,6",,- /0 I 0 Ho n""5bv~-r--~ .l7Iot
/.. ../
BUREAU FILE NUMBER___SIGNATURE OF APPLICANT _'/t,d(uL (i '!1:u,..<..... 'S,~..,,7;."tO((!"'.
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES C\1 'Y ! ~ jI
DATE-1 1\1 ~ . (
I hereby consent to the transler 01 the above securities now registered in the name of the a10resa'id
Decedent and woiye the Iiling 01 0 certificate certilying to the payment 01 the transler inheritancetox to which
the property 01 soid Decedent is mode subject pursuant to the prayisians of the Act of June 2D, 1919, P.L. 521,
os omended and the Act 01 June IS, 1961, P.L.. 373, os amended. This is olso in accordance with the provisions
01 the Act 01 April 9, 1929, P.L. 343.
This Consent to Transler the herein described property operates only in rele.'ence to the estote of the
aboye.named Decedent.
~,
"*,,
Signed lor the Secretary 01 Revenue
'arl\! (\ 1 \;1 I. J...Lu.\<; ,',' 'I, ,i}~\~\ . ,I.
i ' ($;9.01','0) / 1\ i " ,y~~tAl
, i\~ tit L_--i \'" \\{ L~ "~'
\ (Title)' (CDwn'..) l \
"
REV, 1547EX I' -82)
j BUREAU OF EXAMINATION I NOTICE OF INHERITANCE TAX IASSESSMENT
' PENNSYLVANIA DEPARTMENT OF REVENUE; APPRAISEMENT ALLOWANCE OR DISALLOWANCE I CONTROL NO, 101
p,O, BOX S327 I '
HARRISBURG, PA 17105 OF DEDUCTIONS, AND ASSESSMENT OF TAX I
-- ~-_._._._-"'-~~---_..~~.~~" ~~A~,:..,,~Qil;;.QJ;"~.f_~_
ESTATE OF ALEXANDER CHARLES R FILE NO, 21 81-0569
!lATE OF Q~~I!:LQ.E::2.5-=el ~!lJJ!l1.Y__CJmBJ;;RLllJrn
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS.
AGENT," IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH. A DISCOUNT
OF 5% OF THE TAX PAID MAY BE DEDUCTED,
COMMONWEALTH NATIONAL BK
10 S MARKET SQ
HBG Ph 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
fl,lT _A!-9~~. ~HJ~ _L!~E_ _ _ _ _ _ _ _ _ _ _ _ . _ _ _. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ .. _ .. . _ _ _ _ _
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALEXANDER
CHARLES
R FILE NO,21 81-0569
ACN 101
DATE 09-07-82
TAX RETURN \NAS: IX 1 ACCEPTEO_AS_FllED_..
1 CHANGED
APPRAISED VALUE OF ESTATE:
1. Real Estate {$cli1Jdule Al
2. Stocks and Sonds (Sch~duJe 8)
3 Closely Held Stock./Partnershlp Interest (Schedule C)
4. Mortgiges and Notes (Schedule D)
5. Cash & MIscellaneous Personal Property (Schedule E)
6. JOlnlly Owned Proper tv (Schedule Fl
7. Transfers {SChedule Gl
8. T ota! Gross Assets
1 11 .00
( 21_?71,568.25
1 31 .00
141 .00
( 51 .00
161___~
I 71 ,00
1 BI
271,568.25
APPRDVEO DEDUCTIONS AND EXEMPTIONS:
9, Funeral EXDenses/Admlnistrati\le Costs/Miscellaneous
Expenses (Schedule H)
, Q. Oebts/Morlg.gl!s/Liens (Schedule U
'1. iOlal Deductions
12. Net Value of Estate
, 3. Charitable BeQuests (Schedule JI
14. Net Value Subject 10 i,x
191
IlDI
26,923.89
4,305.67
1111
1121
Il3)
1141
31,229.56
24Dc338.69
.00
240,338.69
ASSESSMENT OF TAX:
15. Amount of line 14 tnlbte .t 6% rate
'6. Amount of line 14 laxable It '5% rate
'7. PrincIpII Tax Due
TAX CREOnS:
IPA VMENT
I DATE
~ .
i 05-24-82 i
I
!
!
~---
54,871',73
.00
_.+----
1151
1161
3,292.30
.00
3,292.30
K06=,
>\.15=
1171
--~-"-'~-
I
RECEI"T
~
DISCOUNT 1+1
INTEREST 1-)
AMOUNT "AID
010739
.00
3,292,30
THIS ASSESSMENT 1$ BASED ON DRlGlNAL RETURII
NO INTEREST IS DUE IF PAID BY 05-25-82
IF PAID AFTER Do.TE n;OICATED SEE REVERSE FOR INSTRUCTIONS
TOT AL TAX CRECIT
3,292.30
.00
BALANCE OF TAX DUE
(11 aall!"u:il!' Our 1$ Jeu t~I'1 $1.00 nC,'l plvment IS reQulredl
RET AIN THIS PORTION FOR YOUR RECORDS
RE,9.r)f':
F..l ,\,
'R"
I
",,, 1(,
I'"
":.1,
INFORMATION
This document IS the Notice reqUired to be given under Section 709 of the InheritanCe and Estate Tax Act
of 196 I 172 P,S. secl,on 2465),
If tno ts> IS pOld wllh,n three (3) monlhs aile, the decedent's dealh, a discount of 5% of the tax pOld is allowed,
lnherita~ce Tax becomes delinouent nine (9) months after the decedent's death. Interest is charged at the
rate of six (6) percent per annum on the amount of unp.ll1d tax, (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2,000.00 IS ,n a dellnquenl slalus from ~~, and payment IS made
on 5-23-80. the interest l!:i calculatf.d as indicated below:
STEP 1
DetermIne the rate of
interest from the table below.
STEP 2
MultiplV the balance of
tax due by the rate of
Interest.
STEP 3
Add the Interest
to t"'e balance of
tax dut'!,
Interest from 3-03-80 to 5-23-80
Results In;
2 Months c::
20 Days =
Rate of Interest =
.010
,:':..-Jlj)~~
.01335
Balance of tax due
I9HL.PLi.DJm~t
INTEREST
$2,000,00
. Oll3Ji_
$ 26,70
8alance of tax due $2,000,00
Plus Interest \0
Date of Payment (+) $ 26.70
TOTAL tax and
interest tc Date
of Payment $2,026,70
---~----~_.-. - - ~ - - . - ~ ~ - - - - - . - - - ~ - - _. ~ - - - - - - - . - - - - - - - .. - - ~ - - - - - - - - - - - -
I month ,005 4 months ,020 7 months ,035 '0 months ,050
2 months .010 5 months ,025 8 months .040 " months .055
3 monthS ,015 6 months ,030 9 months ,045 '2 months .060
, dlY ,00017 II days .00186 21 d.\,s .00352
2 dlYS .00034 12 days ,00203 22 days ,00369
3 dlYs .00051 13 days ,00220 23 d,ys ,00386
4 dlYs .00068 14 d,lYS ,00237 :2: 4 dAYS ,00403
5 d.ys ,00085 1 5 dl~'s ,00250 25 days ,00420
6 d,vs .00101 16 dlYS ,00267 26 dlYS ,00437
7 days ,00118 17 days ,00284 27 days ,00454
8 dlYS ,00135 18 dayS ,00301 26 dlYs ,0047'
9 dlYs ,00152 19 dilYS ,00318 29 dlYS ,00488
10 days .00169 20 da,'s ,00335 30 dlls ,00500
- ~ - - - - - . - ~. - . - - - - - ~ - - - . - - ~ - ~ - . ~ - - . - - - . .. ~ - - - . - .. - - ~ .- ~ - ~ . . - - - - .
~."Y pafty 1M mterest. lncludlnkl the Commonwealth '!1d the pprson.1 rfl!presentatlve. not utls1led With the
appro,semen\ ,"0 assessment mlY object WithIn S"'V 1601 dlYs liter rece,pt cf Ihls Notice as prOVIded bv
Section 1001 oi the lnheflll"ce .nd Estale TI~Act of '961 (72 P.S. sec. 2485 - ,oon
MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT"
DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS fOR
THE COIJNTV SHOWN ON THE REVERSE, SEE THE INHERITANCE TA>- INSTRUCTION BOOK fOR ADDRESS
J .~. """ ".",
I '
BUREAU OF EXAMINI, NOTICE OF INHERITANCE TAX IASSESSMENT
PENNSYLVANIA DEPARTMENT "VENUE APPRAISEMENT ALLOWANCE OR DISALLOWANCE CONTROL NO, 102
P,O, BOX B327 ' I
HARRISBURG PA 17105 OF DEDUCTIONS, AND ASSESSMENT OF TAX
, _-L____.____. ~_~~Q.::.6Q~
ESTATE OF ALEXANDER CHARLES R FILE NO, 21 81-0569
DATE OF DEATH ,08-25-81 COU!'IlL~\!H,!lERt.AliD
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITli 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 B% or THE TAX PAID MAY BE DEDUCTED,
COMMONWEA[,j'H NATIONAL BK
10 S MARKET SQ
HBG PA 17108
~L:J~A_L9~g _ ~H)~ ..L!~E_ _ __ __ __ _ .. _ _ _ . __ __ _ _
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
ESTATE OF ALEfJ\NDER
CHARLES
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
TAX RETURN WAS:
I ACCEPTED AS FILED
R FILE NO,21 81-0569
DATE 10-20-82
APPRAISED VALUE OF ESTATE:
1. Real Esta'e ISchedule AI
2. Slocks and Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages and Notes (Schedule DJ
5, Cash & M'scellaneous Personal Property {Schedule El
6. Jointlv Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Gross Assets
ACN 102
IX I CHANGED - SEE ATTACHED NOTICE
I 11 .00
I 21~_6-tl39.8L
I 31 ~OO
1 41 .00
1 51 .00
I 61__---=~
I n .00
181
146,339.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funer.l E)Cpenses/Admlnlstratille Costs/Miscellar'leous ,DO
Expenses (Schedule Hl ( 9)
10, Debts/Mortg.ges/Liens (Schedule tl (101 .00
11. Tot.1 DeductIons 1111 .00
12, Net Value of Estate 1121 146,339.84
13, Cn.rit.uje bequests \SCheaule JJ 1131 24,389.97 _
14, Net Value Subject to Tn: 1141 121,949.87
ASSESSMENT OF TAX:
15. Amoun!. of hne 14 tJxablp .It 6% rate 1151 ,00 X,06- .00
16, Amount of hne 14 llll:able at 15% rate 1161 121,949.87 x'15= 18,292.48
17, PrinCipal Tax Due 117) 18,292.48
TAX CREDITS:
PAYMENT
DATE
RECEIPT
#
1 DISCOUNT 1+1
INTEREST 1-1
I
I
I
I
I
L
THIS ASSESSMENT IS BASED ON REKAINDER RETURN
NO INTEREST IS DUE IF PAID BY D8-26-e2
IF PAID AFTER DAre INDICATED SEE REVERSE FOR INSTRUC"ONS,
I
,
,
I
,
-I
I
I
I
,
,
i TOT AL TAX CREDIT I
t BALANCE OF TAX OUE 1 18,292.48
(If Balance Due 15 less th." S, .00 no payment is reqUIred)
AMOUNT PAID
J
RETAIN THIS PORTION FOR YOUR RECORDS
INFORMATION
I"
i
ThIS document IS the Notice requIred to be given under Section 709 of the tnhentance .and Estate Tax Act
cf 1961 172 P,S, seellcn 24851,
If the lax IS paid wlthtn three (3) months atter the decedent's death, a discount of 5% of the lax patd is allowed.
l"hemanee Tax becomes delln~uent "lne (9) mOf'ths aller the decedent's death. Interest is charged at the
ratp. of $IX (61 percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW)
EXAMPLE: If a balance of tax due of $2.000,00 IS III a delinquent status from 3-3-80, and payment IS made
on 5-23-80. '.he interest is calculated IS IndIcated below: -
STEP 1
Determine the rate of
interest tram th~ table below.
Interest frcm 3-03-80 tc 5-23-80
Results 'in:
2 MonthS -=
20 Cavs .
Rlle- 01 interest :=
,OlD
. .003,3S
,01335
~ ~ - - - - '" . - - . . - - . - - -
1 month
2 months
3 monttls
, dlY
2 dlYS
3 dlYs
4 dl\'s
5 days
6 dlYS
7 dlvs
8 days
9 dlYS
10 dlYs
,005
,0'0
,015
.00017
,00034
,00051
,00068
,00085
,00101
,0011B
,00135
.00'52
.00'69
STEP 2
Multiply ttle balance of
tax due by ttle rate of
mterest.
STEP 3
Add the interest
to the balance of
tax due.
81110ee cf tax due $2,000.00
Bile of Int@'~_X 01335
INTEREST $ 26,70
8alanee cf lax due $2,OOOQil.
PIUS mtere:.( to
Date of Payment (+) $ 26.70
TOTAL tax and
Interest to olte
cf Paymenl $2,026,70
- - . - - - - - - . ." - - - - - -
- - - ~ - -- - - .~ .. - - - ~ - - - .--.- -- -.
.tI months ,020 7 months ,035
5 months ,025 8 months .040
6 months .030 9 months ,045
" davs ,OO'B6
12 days ,00203
13 dlY. ,00220
'4 dlY. ,00237
'5 days ,00250
16 dlvs ,00267
17 dlYs ,00284
\8 dlYs .00301
'9 dlY. ,00318
20 days ,00335
, 0 months
" months
, 2 months
2 1 days
22 days
23 days
24 dlY.
25 days
26 days
27 dlYs
28 dlYs
29 days
30 days
- - - - - - - - - - - - . - - - - . - - - - - - - - - - - - - -
Any party In Interest. Including t"' Commonwe.1th and the perSOfil1 representative. not $Itistled With the
appraisement and Inessment may objet1 Within $I),t\' (GO) dlvs after receipt of thiS Notice IS provided by
Seeltcn 1001 cf the Inherollnel and Eslale To> Ael cf '961 (72 P.S, see, 248S - '001l,
MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT"
- - _. - - - . - ~ - - ..
,050
,055
,060
.00352
.00369
.00386
.00403
,00420
,00437
,00454
,0047'
,00488
,00500
- . - - - - - - - .
OETACH THE TOP PORT:ON OF THIS FORM AND SUBMIT WITH YOUR PAVMENT TO THE REGISTER OF WILLS fOR
THE COUNTY SHOWN ON THE REVERSE SE'i THE INHERITANCE TM, INSTRUCTION 800K FOR ADDRESS
.
6(/-,8";-609
Inventory of the reol and personal estate of
Charles R. Alexander
decea..d,
Rea 1 Esta te
None
Intangible Personal Property,
1. $30,000 Pennsylvania State Public School Building, 6%, due lI-01-85
2. Interest on Item #1
3. I22 Shares American Stores Co., 5.51 Preferred, NYSE at 37.00
4. Dividend on Item #3 of 1.3775 per share payable 09-10-8I to holders of
record 08-24-81
5, I21 Shares American Stores Co., Common, NysE at 23.50
6. 1I2 Shares American Telephone and Telegraph Co., Common, NYSE at 56.1625
7. I20 Shares Armstrong World Industries, Inc., Common, NYSE at I6.6875
8. Dividend on Item #7 of .275 per share payable 09-0I-8I to holders of
record 08-07-81
9. 37 Shares Bond Industries, Inc., Common; D.T.C. at I6.25
IO, 112 Shares 80rden, Inc., Common, NYSE at 27.5625
II, Dividend on Item #10 of .5I25 per share payable 09-01-8I to holders of
record 08-07-81
12. 400 Shares 8urroughs Corp" Common, NYSE at 35.4375
13, 2,212 Shares Commonwealth National Bank, Common, NAS, at 21.500
14. 100 Shares CPC International, Inc., Common, NYSE at 31.0625
I5. 53 Shares Continental Group, Inc., Common, NYSE at 34. I25
16. Dividend on Item #15 of .65 per share payable 09-15-8I to holders of
record 08-21-81
I7, 300 Shares General Electric Co., Common, NYSE at 55.9375
18. 256 Shares General Motors Corp., Common, NYSE at 46.6875
I9. Dividend on Item #18 of .60 per share payable 09-10-81 to holders of
record 08-13-81
20. 10D Shares Gulf Oil Corp., Common, NysE at 37.1875
l-
I
'I
I,
ii
I'
01
:,
Ii
:1
I,
,
I
I
I
I
I,
II
I
25,I62 50
570 00
4,5I4 00
I
1681 06
I
2,843! 50
6,290! 20
I
2,002 50
33 00
601 25
3,087 00
57 40
14,1751 00
47,558 00
3,106 25
63
45
I6,78 25
11,95 00
15 60
3,71 75
I
II
I
COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
ss:
Edward A. Kramer. Senior Trust Officer of the Cummonwealth National Bank
sworn____ .ccording to I.w, dopo... .nd ..y. th.t h. Ixecutur
_ ,___,_ of th. e.t.t. of Charles R. Alexander
I.t. of the Borough of New Cumberl and , Cumb.rl.nd County, P.., dec....d .nd th.t th.
within i. .n inv.ntory m.d. by _J:.~~_Commonwea.1J:_h Na ti_~!:a_l _~ank , th. ..id Executor
of the entire osl.Io of s.id d.coclenl, consi.ling of .11 th. po"on.J prop.rly .nd r..' elt.le, excopl re.1 est.l. outside
Ihe Commonweelth 01 Penn.ylv.ni., .nd that the ligure. oppo.ite e.ch item 01 th. Inv.ntory repre.ent it'. I.ir v.lue
u of the d.te of decedent's de.th.
b.ing duly
sworn
anti subscribed bofore me,
Edward A. Kramer. Senior Trust Officer
uf the, Commonwealth National Bank
-- v'"
. ? //..t,Ji.,t.tf a. ri,{t..'1."~
"1:, E,,'"'.r . )(ll.l(iX~lii\Xl(
IO South Market Square
\=f:\ )'\\1a.S::J \ \ 19 B2
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, IINOA M Mct.l.UGHlIN, N01A~I'U~ '
HAR1~I:.BURG. flAUPH:1j rourny
NY COMMISSlml fXP!IllS Illl 18,1985
Mflltiber. Pf'llfl$)'I'l'lHlI3 As'-.ociJli~!1 cl Nol~f~~:;
Harri sburg. Pa.
17108
Addreu
D.te or "e.th u,
25
08
81
Day
Month
Vu,
INSTRUCTIONS
I, An inventory mu.t be fiI.d within thr.e month. .It.r .ppointm.nt 01 p.rson.1 r.pr.sent.Iiv..
2. A suppl.m.nt inventory mu.t b. med within thirty d.y. 01 discovery of .ddilion.1 ....ts.
3. Addition.1 sh.ets m.y b. .tt.ch.d o. to person.lty or reolty
4, S.e Arlicle IV, fiduci.ries Act of 1949.
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Charles R. Alexander Inventory
Page 2
36. 2I7 Shares Philadelphia Electric Co., Common, NYSE at 13.1250
37. 600 Shares Philip Morris. Inc., Common, NYSE at 45.50
38. 200 Shares Pillsbury Co., Common. NYSE at 36.125
39. Dividend on Item #39 of ,50 per share payable 08-31-80 to holders of
record 08-03-8 I
40. 134 Shares SCM Corp., Common. NYSE at 25.8125
4I, 208 Shares Sun Company, Inc., Common, NYSE at 37.0625
42. Dividend on Item #4I of .525 payable 09-21-81 to holders of record
08-10-8I
$ 70.00
34,537.50
432.00
915.63
9B,OO
2.00
I3.200.00
1,256.25
I.257,OO
1,672,00
22,80
6,019.00
81. I2
7,937.50
BO,OD
2.B48. I3
27.30D.00
7,225.0D
100.00
3,458.88
7.709.00
109.20
21. Dividend on Item #20 of .70 per share payable 09-10-8I to holders of
record 08-07-81
22. 1,800 Shares K-Mart Corp., Conrnon. NYSE at 19.1875
23. Dividend on Item #22 of .24 per share payable 09-14-81 to holders of
record 08-21-81
24. 25 Shares Manville Corp., $5.40 Pfd., NYSE at 36.625
25. 2 Shares Melville Corp., $4.00 Pfd., N.L. at 49,00
26. Oividend on Item #25 of I.OO per share payable 09-01-81 to holders of
record 08-I8-8I
27. 320 Shares Melville Corp., Common, NYSE at 41.25
28. 50 Shares National Steel Corp" Common. NYSE at 25.125
29, 48 Shares Nabisco Brands, Inc., NYSE at 26.I875
30. 76 Shares Olin Corp., Common, NYSE at 22.00
31. Dividend On Item #30 of .30 per share payable 09..,10-81 to holders of
record 08-11-81
32. 208 Shares Owens-Illinois, Inc. Common, NYSE at 28.9375
33. Dividend on Item #32 of .39 per share payable 09-15-81 to holders of
record 08-07-81
34. 200 Shares Phelps Dodge Corp.. Common, NYSE at 39.6875
35. Dividend on Item #34 of .40 per share payable 09-10-81 to holders of
record 08-21-81
I
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REV.1500 EX -t. (9.81)
BUREAU OF EXAMINATION
PENNSY~VANIA DEPARTMENT OF REVENUE
P,O, BOX B327
HARRISBURG, PA 17105
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1-313-
File Number
21-BI-569
I
I
j
i
I
I
Decedent's Name (last, Firsl, and Middle Iniliall
DECEASED Alexander Charles R,
Social Securily Number Date of Death
I7B-16-5662 B-25-BI
17070
Decedenl'. Addre..
228 Poplar Avenue
New Cumberland, Pennsylvania
CHECK
1. Dri~nal Relum [IJ
2, Supplemental Return 0
3, R.m.lndar Retu'n 0
APPRG.
PRIATE
4, Ufa fstata W
5, Federal EIII" TIK W
Raturn Required,
6, Decedent diad tostata ~ 7. Decedent malntainad a living 0 0, Numbor 01 IIle d.po,lt 0
(Attach copy of WillI UJ trull (Attech copy ef trulll bOkl.lnvlnto,lld
All co"ospondence and confiden'ial tax Informlilon should be directed 10:
OLOCKS
CORRE.
SPDNDENT Name .
Commonwealth Natlonal
~_._-,-
__M.!!!l'j,
10 SOIHLMar~.g.L~C)!!~r..L...._..
Bank, Executor
Telephone No,
(717) 7BO-314I
Clly ~la rrfSliiifg-S;;;'l1A-
-. -'--=-~.-.-
Recapitulation
1. Real Ellate (Schedule Al ( 11 '--
2, Stocks and Oonds (Schlldule BI ( 21 27],568.25
3, Closely Held Stock/Pennership Interest (Schedule CI ( 31
4, Monga9es and Notes (Schedule D) I 41
5, Cosh & Miscellaneous Personal Propenv ISchedule EI ( 51
RECAPIT. 6, Jointly Owned Propertv (Schedule FI I 61
ULATION 7, Transfers (Schedule G) ( 71
0, TOlal Gross Assets lIotal lines 1.7) I 81 -.W~68,25
AND 9, Funeral Expenses Mmirlistr.tive Co.ts/MI.celleneou.
Expenses 15thedula HI ( 9) 26,923.89
TAX 10. Debts/MongageslLiens 15chedule I) 1101 4,305,67
11, Total Deductions ltotal lines 9 & 101 WI 31,229,56
12, Net Value of Ellate (ljne 0 minus line 11) 1121 -110,33B,69
CALCU. 13. Charitable Bequests (Schedule JI (131 None
LATlON 14, Nel Value subject to tax (Ij.e 12 minu, fine 131 (141 .......MQ.ll8. 69
Computation 01 Tox
15, AmountoflineI4t...bl~at6%re" (lS1. 54.871. 73
linclude values lrom Schedule K)
16, Amount 01 line 14 taxablut 15% rote 1161
linclude values lrom Schedule K)
17, Principel tax dueladd tlX from line 15 plus tlX from line 161
10, Total Prior plymen,,:
(II, Amouns Plid
(b) Plus Discount
(e} Minusln18mt (181_______..._.._
19. Blllnce Due Wne 17 minU1line 10)
Meke Check PIVable to: R~illar of Wills. Agent
.. . PLEASE RECHECK MATH' . .
.,06"_-1.. 292 , 30
.,'5"______.
ml_-3.2:.!l2....'lO,_._
1191 J.2~.Jo.
Under penalties of perjury,l detll'" thlll hive e..mined this rerum, includinglcrompllIVillg w,h.dulll end .I,llIlIlnll, IlId 10 tho bon of mV knowledge
Ind blllel,lt is true, to,",ct. Ind complete, Dedllllion.f Pltp"" olha, th,n thl ",,,..,I "PI8"'lItlllve II bl",d on IlIlnl.,m"lon of wlllch pltper.. hs
Inv knowledge.
-Ihe Co onwea 1 h Na < na I Bank......Execlltor_.._. _.
SIGNA 0 PE ONA~ REPRESENTATlVEl51 A1Il)II15$
---
"''I "/"A - _..._..-Es.t.ste. T.4Jl.. M4nagcr
..".."-.-...-----.--..--
DATE
.
,.
//
,,:,"
-
- '--'_.-~",-,-"
SIGNATURE OF PREPARER OTHER llCAN f!EPRESENT"nVE "llllHUt
,
REV.15O:!EX+ ('''I)
SCHEDULE "B"
STOCKS AND BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles n. Alexander
(All propsrtv Jolntly-owntd with Right of Survlvorlhlp mUlt be dlaclolad on Sc:hedul. "F".
fiLE NUMDEn
21 -81-569
ITEM
NUMBER DESCRIPTION
I7. 300 shs. General Electric Co., common; NYSE @ 55.9375
18. 256 shs. General Motors Corp., common; NysE @ 46.6875
19. Dividend on Item No. I8 of $.60 per share declared lln
8-3-81 and payable 9-10-81 to holders of record [1-13-(\\
20, IOO shs. Gulf Oil Corp., co~non; NYSE @ 37.1875
21. Dividend on Item No. 20 of $.70 per share decl ared on
7-14-8I and payable 9-10-81 to holders of record B-l-81
22, 1,800 shs. K-Mart Corp., common; NYSE @ 19.1875
23. Dividend on Item No, 22 of $.24 per share declared on
7-2I-81 and payable 9-14-81 to holders of recnrd 8-21-81
24, 25 shs. Manville Corp., $5.40 pfd,; NYSE @ 36.625
25. 2 shs. Melville Corp., 4.00 pfd,; N.I.. @ 49.00
26,
27,
28,
29.
30.
31.
Dividend on Item No. 25 of $1,00 per share d~clared on
7-15-81 and payable 9-1-BI to holders of recol'd 11-18-81
320 shs, Melville Corp., common; NYSE @ 41.25
50 shs, National Steel Corp., common; NYSE @ 25.17.5
48 shs. Nabisco Brands, Inc., co~non; NYSE @ 26.1875
76 shs. Olin Corp., common; NYSE @ 22,00
Dividend on Item No. 30 of $.30 per share declared on
7-30-81 and payable 9-10-Bl to holders of record 8-11-81
32.
3.3.
208 shs, OWens-Illinois, Inc., cm~non; NYSE @ 28,9375
Dividend on Item No. 32 of $,39 per share declared
on 7-9-Bl and payable 9-15-Bl to holders of record 11-7-Bl
200 shs. Phelps Dodge Corp., COI~l1on; NYSE @ 39.6875
Dividend on Item No. 34 of $.40 per share declared on
7-29-8I and payable 9-10-81 to holders of record 11-21-81
217 shs. Philadelphia Electric Co., corrrnoll; NYSE @ 13.125
34.
35.
36.
37. 600 shs. Philip tlorris, Inc., COl'lnon; NYSE @ 45.50
TOTAL IAllo enle' on line 2. Roc.pilulltionl
Hf meta &&:act !I ~t't!!ed l~t .ljdltlnl\lll ....... of 18m. ,Ir.)
PAGE 2 OF 3
VALUE AT DATE
OF DEATH
16, 7B1. 25
11,952.00
153.60
3,71B,75
70.00
34,537,50
432.00
915.63
98.00
2.00
13,200,00
1,256.25
1,257.00
I,672.00
22.80
6,019.00
81.12
7,937.50
BO,OO
$
2,84B.13
27,300.00
CONTINUED
PAGE 1 OF 3
, '
.EV.l509EX+ (t,ill
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
(Thlltc:hedul, mUlt b, compllted It thl dec~.nt. It thl tlm. of hlll)r har d..th, owned any property al I joInt tenent with the right of lurvlvonhlp.1
ESTATE OF
Charles R. Alexander
FILE NUMBER
21-81-569
Joint tenant(s):
A.
NAME
Naomi R. Alexander
ADDRESS
228 Poplar Avenue
New Cumberland, PA 17070
RELATIONSHIP TO DECEDENT
Spouse
B,
C.
Jointly owned property:
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF
NUMBER JOINT TENANT OF ASSET % INTEREST DECEDENT'S INTEREST
1. A, Property situate and
known as 228 Poplar Aven e,
80rough of New Cumberlan ,
Cumberland County,
Pennsylvania, being a 2\ ,
story residential dwelli g
with detached 2 car
garage. Recorded in
Cumberland County Deed
Book II, Volume K, Page 71,
Dated 3-21-34; appraisal
attached 85,000.00 0% -0-
2. A Household goods and
furnishings; appraisal
attached 2,725,00 0% -0-
3, A Coin collection;
appraisal attached 9,342.30 0% -0-
4. A Checking Account
No, II2-102559-5 with
The Commonwealth
National Bank I9,991.06 0% -0-
5. A Interest accrued to
date of death on
Item No. 4 29.38 0% -0-
6. A Certificate of Deposit
No. 26-1857 with The
Commonwealth National Bar k,
I2.328% dated 4-2-81 75,000.00 0% -0-
TOTAL (Also enter on IIna 6. Roclpitulltion) $ CONTI HUED
tit more IPKtlII ftNd.t 1nMf't HdltlOMI ....NfI of ..m. ,I..)
PAGE 2 OF 3
CHARLES R. ALEXANDER ESTATE
SCHEDULE F - JDINTL Y OWNEll PROPERTY
ENTER TOTAL VALUE
ITEM LETTER FOR DESCRIPTION OF PROPERTY DECEDENT'S DOLLAn VALUE OF
NUMBER JOINTTENANT OF ASSET % INTEREST DECEDENT'S INTEREST
7. A Interest accrued to date
of death on Item No, 6 3,724.08 0% -0-
8, A Certificate of Deposit
No. 26-1926 with The
Commonwealth National
Bank, 14.292% dated
5-4-81 25,000.00 0% -0-
9. A Interest accrued to date
of death on Item No. 8 1,"121. 52 0% -0-
IO, A Certificate of Deposit
No. 26-I972 with The
Commonwealth National
Bank, I5.275% dated
5-2I-8I 35,000.00 0% -O-
Il. A Interest accrued to date
of death on Item No, IO I,425.66 0% -D-
I2. A Certificate of Deposit
No. 26-26I6 with The
Commonwealth National
Bank, I5,65% dated
8-20-8I I4D,OOO,OO 0% -0-
13. A Interest accrued to date
of death on Item No. 12 304.63 0% -0-
I4. A $10,000 Commonwealth of
Pennsylvania, General
Obligation Highway Bonds,
Second Series Bonds,
6.75% due 12-I-89; N.L.
@ 68.575 6,857,50 0% -0-
I5. A 'Interest accrued to date
of death on Item No. I4 157.50 0% -0-
16. A $IOO,OOO U,S. Treasury
Bonds, 7.0% due 5-I5-98;
O.T.C. @ 55.875 55,875.00 0% -0-
I7. A Interest accrued to date
of death on Item No, 16 1,956.16 0% -0-
18. A $70,000 U,S. Treasury
Bonds, 8.25% due 5-I5-05;
O.T,C, @ 59.71875 41,803.13 0% -0-
CONTINUED
IMPROVEMENTS
2', Story Frame, Single Family Dwelling with Detached 2 Car Garage.
lot size
living unils
Basement .
166.3' x 262'
1(j6..~,'_., ..X . _2,6,2~". ".... ...Construction; Existing ..X.. ..
..One.......,Con.truclion ,l',rilme with\~oOd"Shingle.. Siqin.g
....Full....cemen t...basemen.t, ,.. 0.0 ts ide".ce.lla.'C.. ,cn tr ance"
. ....,..... Propo.ed....., ..,...,.,.........,........
"".. Storio......,.,.,2.!j..,.,....Ago..,I.:i.;!;....
..,cold" c,ellar..,....,to,ile,t. ",....,.,.....,.,.......
..................,................".......-........
,..".BR"",
,... BR , , 4
'" BR ,,1
,.. Closol.,
,..,.. Clo.ol.,
,'... Clo.ol,
..., K ",1,
,..,K,
"K
IsI floor: lR ,...,..l,
2nd floor: lR
3nd floor: lR
....,DR ,,),
,DR,..,
,DR
, ,,} ,
5
1
',".......,'.,"..',"O;h~;':;;;~,t,~y.;.,:.s.,G;;:::ii~9ID';::.'ir 6R E'7h .
",1.......,. Olher ...,..,.......,.,..........,..............,.,....,.,.....,.......,
L...,.. Other Attic~,~torag,e..,..........,.......
, Both"
, Bolh,
, Both
TYPE OF PLUMBING: (0) Bathroom ,Ceramic ,tile..,wainscoting "asphal,t ,ti.1,e..,floor........comb,ina,t,i.9n....
tub, and,.shower...old"style..,bath:..on.., 3r.d", floor. ..,.., , ....,.............,.............,......,...,.........., ,..........,..........,...........,.........,.,........
(b) Kilchen ,He,tal cab i n e ts,..,formi c a..counter.. ..tOP"..,DJD...,por,Celil,i.ll,..~,ink,.,....fI.~e
Ii tilnd in\j...ga~....r,ange"....exh a,u ~t..,fan...~nq....hoo,d...,.,as pha l,t..,ti 1. 1::.....fl09(,...,.....,.......,.,...... ,.......................,....,...................,.....,.
INTERIOR: Wall. _ Plo.ter ....,..........,l\ ....,...........,.,.Dry ..., ....................'... ...., " .. Olh" ,..,......,.'.......... ,......................,......,...,.........,..,...,...........,.................,.,....
Floors ..',. ,..', ,.."lIar,dwood.... .......'" Woodwork .' ,P,ine, .....'. Natural Fireplace.'!lJ.J,9.K::,r"iy..i.D9 Room
BASEMENT: Foundation ..,........, ....St9ne.., .. .,.. Floor.., ....,concr,et,e.... ....,Excavated ...,..............,1.9.9...,......,.%
Healing: Type ....' ,...."....Ilo,t..WilteC,..,., "....,FuoL.., Oi..1.... , .....Air Condilioning,..,..,.~.9.,n'!l.,..........,.....
Woler heator ....,Off, l'ur,n.a,9.,e,...., ,...Weler .oltoner ...........X,'"-!3....,.,.,......laundry trays..,.,.....,.....X~,~....,.....,.,..-
ROOF: Type ........."l\sphalLShing le" "..Coedilion......,....Poor, ... ,Gullers and down.poul.....,.,9.il..1,Y.aD,i,.~c:l...,~..,.,Poor
MISCELLANEOUS: In.ulation "None
. .........Storms .........::.0.:.:.....0/0 Screens.........5.P..........%
.....,.." . ....,Remaining u.elul liIe nl building:
aQcl/orpapcr.cci,...:::..Ri'i,..,..."...."",............,..,..3,9.,.........,..........,......,
, ,Rool ,l\"'l?baU..:?hiI19J,C.........,.No, 01 cars,...,.,......?,.,..,...,
.. ..oY.e..rt:l~c;lq.",.. .. Driveway ..............M.~g.~cl..~m....................................................-
CONDITION: (0) Exterior ..,..Wood, "S.hilke,s, ~...,Fair
(b) Interior ,..p1.a",terec'l"l?ainj:ed
GARAGE: Con.truction .... ,....F,rilme......,....,....,
Size ..,. 21,~...x.,24..'.., .,., Type 01 doors ,.', '"
OTHER BUilDINGS: ...,None
UTILITIES: Sewer ............,Public,.. ..., Woler., .....!'qp.1JC..,
Well ..' ,..."None.. '"
STREET IMPROVEMENTS: Walk. .,....Non,c,
TAXES: Current general.,....... ......$80.3.,9.1.."
..............................................................~~.....~.................................
.",..Ga. ,..,.....,!',q,I:l.U9....",.." Electric ,..........r..t.'!'.~.~.c........,......,....
....,Septic tenk......J:l,QQ,c.........,Sizo ........,...,::::,.,...,.....,..,...,...
..Paving""HJCadam..,..,C, and Guller ...c:~o.n9.J,"J,e......Alley ,.,.,~ac,a,<l.flm.....,........
..... .........Spedal assessments ....~.~.w..~.~.....e.~.~.y.J.~g:...5~h.~.rgg............................M_~..
COMMENT: Neighborhood trend .....ResidentiaL,,,..,..lmprov ing" ' ,., ,..,...........................,.......,.........,.....,.....'.'.....-
Type .Iructures ........."Single, Residcntial..Dliellln.9!3.., ,.Condition ...........9.9.9.9..................,..Age ,..,..,~.2..,.:,...?.2..
Any area deterimental influences: None.
Thi. properly could renllor $......550.,,0.0...,'" ..,per month,
Tho marketability oElhi. properly i. ...., ..,M,er,il,ge.....,....,
Recommended ncceuary repairs and possible cost:
New roof $3,50.0.
Replaster where needed $1.000.
Paint exterior $3.00.0.
Replilce gutters & downspouts $1.0.0.0.
Plol Pion sketch and,'or perimeter drawing 01 building.
t
1-
T
io'
EJ, T
p~
""~'\
st
r~'-)
.1...
........................._...M.M....................
(Estimated)
"
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0 (!l "
(z> 1-
(Y rr
l\uh~ .1
+ \1~
e
~
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~' I ))' --'.t' ~
CALCULATIONS
Dwell ing Area
30' x 30' x 2,5 = 2,250 sq.ft.
15' x 6' x 2 = 180 " "
15' x 6' x 2 = 180 " "
11' x 10,5' = 115 " "
20' x 5' = 100 " "
2,825 sq,ft.
Enclosed Front porch
11' x 30' = 330 sq.ft.
Open
8'
6'
porches
x 6' = 48
x 5' = 30
sq.ft.
tl tI
78 sq.ft.
Detached 2 Car Garage
21' x 24' = 504 sq. ft.
Add....
Replacement Cost - New
Dwelling
2,825 sq.ft. @ $30.00 = $84,750
Enclosed Porch
330sq.ft. @ $10.00 = 3,300
Open porches
78 sq, f t. @ $8.00 = 624
Detached 2 Car Garage
504 sq. ft. @ $10.00 = 5,040
$93,714
Less Depreciation
Physical 25%
(Age & deferred maintenance)
Fllnctional 10%
(Old style bath & kitchen)
Economic -O-
m = -32,800
$60,914
Landscaping, driveway & walk = 3,500
Land
As Lot = 21,500
$85,914
Comparable Properties
Date
Sole Price
Sq, Ft,
Lot Size
No, 1 921 Knepper Drive, Mechanicsburg, PA 4/81 $86,500 2,162 250' x 157'
(8 Rooms, 4 bedrooms, 2 bath:3, fireplace. 2 Car gara'le, OUtbuilding.)
No.2 24 North 20th Street, Camp lIill, I'll 2/81 $72,000 2,416 87' x 165'
(10 Rooms, 4 bedrooms, 1 bath, fireplace. 2 Car garage.),
No, 3 3016 Yale Avenue, Camp IIi 11 , I'll 5/81 $62,900 2,400 120' x 120'
(7 Rooms, 3 bedrooms, l~ baths. 1 Car garago.)
VALUE 8Y M"RKH "PPRO"CH
$ 85,000
..
','
, 717.:.234-1131
c:JIG//JUf hi. 'W iffleIt
I'Ipjvral44t (JII'IH~<<4 44<</, P~t4t ~
1919 ~~ 5tlzeet
~~. P4. 17/04
October 5, 19~1
To whom it may concern:
I,the IIndersi9ned,appraised the following iteas'in the estate
of Charles R. Alexander,to the best of lilY ability and have no
interest in same whatsoever.
Commonwealth National Bank - Executor
LIVINGROOM
SUN ROOM
$ 20.00
25.00
50.00
5.00
20.00
10.00
15.00
10.00
25.00
25.00
700.00
5.00
3.00
100.00
10.00
10.00
20.00
40.00
20.00
200.00
10.00
25,00
30.00
10.00
40.00
20.00
5.00
5.00
sofa
IIphl. chai r
wall table
brass lamp
rocke r
pro red chairs @5
sq. table
table lamp
brass bucket
oval table
piano
flowered cha1r
bridge lamp
TV
. floor lamp
green chair
odds & en<lS
contents of cupboard
DININGRCX>>\
rug
BR slli te
cloek
porch fllrn.
TV
host of tables
TELEPHONE RClCtol
desk & chair
stereo
stand
floor lalllp
<<.I',
Three oant nickel
1849 Half diIre
1857 Half din-e
1872 Half dine
$ 6.00
3.00
1.00
8.00
4.00
3.00
5.00
.4.00
4.00
(2) 1865
1866
1881
1804 Half cent
1883 Shield nickel
(3) 1883 "V" nicJcels
'lWo cent pieces
(4) 1864
1865
12.00
3.00
1853 Large cent
1837 Large cent
1943 Cent
2.50
3.00
.05
$20.00 National Currency Series 1929
$ 1.00 National CUrrency Series 1914
Envelope oontaining .53 face - !'lickels & Pennies -
Camon dates
- 0 -
25.00
7.00
lliscellaneous pieces of no value
.75
Gold
$20.00 1907 St. Gaudens (Roman Nurora1)
$10.00 1078
3,500.00
200.00
$5.00 pieces
1836
1837
1881
225.00
225.00
125.00
$3.00 pieoas
1854
1878 (Pin)
350.00
100.00
$2.50 pieces
1853
1861
175.00
140.IJO
- 3 -
CO'1lmonwealth t1~,;
National Bank ~~
October 13, 1981
Edward A. Kramer
Senior Trust Officer
Commonwealth National Bank',
Re: Estate of Charles R. Alexander
Dear Mr. Kramer:
In reply to your letter dated October 6, 1981 on the above estate, the
following information listed below is as of D.O.D. August 25, 1981:
Checking Account - Ul12-102559-5
$19,991.06 Accrued Interest - $29.38
Opened prior to 12-12-69 Account joint with Nnomi R, Alexander.
Certificate of Deposits -
Princ. Accrued Interest Issued
1126-1857 $75,000.00 $3,724.08 4/02/81
26-1926 25,000.00 1,121. 52 5/04/81
26-1972 35,000.00 1,425.66 5/21/31
26-2616 140,000.00 304.63 8/20/81
Both in the names of Charles R. or Naomi R. Alexander,
If you have any questions, please feel free to contact us.
Ver)1,,,tr~lY y,ours, t'
(j. //tL"X~{.0:.,~':;~- '
!
J. 'lichae1 Troutman
Credit Analyst
JNT/cg
~, '..
I,' I..' "
.:.....i....I-~V~U
(;I;r .\ ,; 1981
C. jJ, D. ii:!!5T DEPT.
The Commonwealth Nation"IB.lllk, 10 South Milfl<'f'1 SQuare. H.mit.huf~. r... "'<'8 nOl !',(;4 t'ltJOO
m:lll3 EX+ ".11)
SCHEDULE "J"
BENEFICIARI ES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles R. Alexander
ITEM
NUMBER
1.
ITEM
NUMBER
1.
NAME AND ADDRESS OF BENEFICIARY
A, Taxable Bequests:
The Commonwealth National Bank, Trustee
under Agreement
Trust "B"
Life Tenant - Naomi R. Alexander
22B Poplar Avenue
New Cumberland, PA 17070
]ieTl!a i ndeT.mgn.
John D. Alexander
John n. Renshaw
Ell a R. Grow
Nyle R. Renshaw
Lorraine R. O'Gorek
Various Charities
NAME AND ADDRESS OF BENEFICIARY
B, Charitable Beque5U:
NONE
FILE NUMBER
21-81-569
RELATIONSHIP
Spouse
AMOUNT
Entire Residue of
Estate
Income from Trust for
life; Principal at
Trustee's discretion
Brother 1/6 Balance of Trust
at death of 1 He
tenant
Brother-in-law " " " "
Sister-in-law " " " "
Brother-in-law " " " "
Sister-in-law " " " "
Charity " " " "
TOTAL CHARITABLE BEOUESTS (Also enter on IIno 13. Recapltulllion)
elf mo,. tpK. I, nMdtd InMrt eddltlon.llhMt1 of ..me .Ir.'
AMOUNT
$
NONE
ESTATE OF FILE NUMBER
Charles R, Alexander 21-8I-569
Thi, schedule i, 10 be u,ed for all ,ingle life, concurrenl 'ingle life, lerm certain. and joinl or ,ucce,sive life e5lales when no
eleclion i, filed to prepay fUlure inle,esllaxe,. Speci"i faclors 10 calcul"le Ihe inleresl involving more than one life can be
obtained from Ihe Direclor of Ihe Bureau of Examination, 6th Floor, Strawberry Square, Harri'burg, PA 17127,
, , .
. IrJ.ISUIX+(t.81j
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "1("
LIFE ESTATE/ANNUITY/
TERM :::E?TA!fJ
o Will
[XJ Deed of Trust
r:J Life ESlate
Name(s) of Life Tenanlls)
L
--".co=:-__
Naomi R, Alexander
I-4-08
Date of Birth Presenl Age Term of Yea" Life ESlate is Payable
1. Value of Fund from which income is payable, , , , , , . , , . , , , . , , , , " $
2, Life ESlate Faclor (see instrucliens) ,."..,",.",.""""."
3, Value of Life Estale (Line 1 limes Line 21 , , , , , . , , , , , , , . , . . , , , " $
o Annuity
Name{s) of Annuilanl(s)
o Olher
Specify
74
o death of life tenant
240,338.69
x
.22831
54,871. 73
(Include on Aecapltulltion,
IIn.. 16 or 161
Date of Birth Present Age Term of Yea" Annuity i, Payable
1. Value of Fund from which annuilY is payable, . , , , , . , , . , . , , . . , " $
2. Frequency of pay au I .,"""",.""".,.".."""""
3, Annual peyment, . , . . . , , , , , , , , . , , , , , . . , , , , , , . . , . , , , , , " $
4. AnnuilY Factor (,ee Instruction,) , , . , , . , , , , , , , , , , , , , , . , , , , , ,
5, Adjustment Factor (see inst,uction,' ' . , , , , , , , , . . , . . , , . , , , , . . ,
6, Value of Annuity (line 3 times lin.. 4 and 51 , , . , . . . . , , , , . . . , , " $
!1f_~'tt'~~It'_f'''--CIl''_,j''l
NONE
Undude on R~ltul"lon.
IIn.. 115 Of ..it
,
.~..
5
",: .,1:.
, ' ,
I..;.... >"" It:.
Cli~ "'" :;:~$
~..I, ""
Of.;,
'-'w ,'\:","
....'" ('oJ LiJ.,
I'"
0; ~ r"
"
.10....
'. "~.\4 '..,. "......:.':..".. ..."..", ,,'" '
~.9IEl)_t1:L!:....I,~ ~
J.Js'r Ol~ TIm tHE Ii~SURhl:CI: PIJLlClES
m:POSlTlm BY C:lARLES It. ALEv.ANtlER,
\.JI'ra TIm tt.\jUnS:Il:RG NATIO;;.\L 1.IA.~J..::
~l!) rn.us'i' CO:!T'A:~Y. UNDER PEVOCAIi!.::
....~.
Ti:U5'1~\E.~~E!tl:~T DATED TIlE ;-.....- PAY
, ,
07 .l;L~<...;.,.....-<-tv\/ , U69.
C"mt'l.1"\'
. New York Life Insurance Company Cert. 3^
Northwestern ~IUtll.11 Life Tnsurance Co,
" "
Massachusetts ~lutU.l] Life Insur.tnc:e Co.
" "
Polic\' ~o'_ Facl! Am,:lunt
G 9137 $ 25,00('.00
2 637 7" 1.GlX'.~0
2 025 729 1,500,.00
814 652 1,500.00
1 173 76. 2,SOO.('ll
Penn Nutu.1.1 Li fe rnsur,'\ncc Comp.1")'
1 400 749 l ~
\ '...~."
,.
],J99,520 I ."""."
I
1 ,OClt' .O(\('t..ll.u.~.l:
:. ~,,.,I f',
1,0('\1.'.00 f)J:'~;:.'ii<'t
"f,"~'
."
* Ex.chan~eJ for EJucatN' MutUill Life Ins. C(',
51-114
~q~~'p_~.I~:'!\~
",
PLA.'l or UISl'JUmrrIO:1 Of' T:'!.UST !!ST.\T:~ OF
. C1L\il.LI:$_P.. At.E).'J\:~!);m, m:o~;t. AG~EC~!~:~'t
,
HATED _2~,~~.i"t:t:tc~.,(.1:::_. 1969.
f.I.:~S~~',:
If the S.:lttlor1g Hire, }/AOm R. AL~YX'!D?R,
sur\'iv~'. th.:! Settlor (if tll':! 5~ttlor ::mJ his 'life tlie und~r circu:rl~t:mc~s tn
uniell t:H~ tinffor.'1 Sb\ult:m~ous l)ent'l ,'.ct u.:>u1lJ :l!'\llYI 1111 said ~...ife I'lh~ll hp.
!'It:!su:"lcd to !lave "urviv~cl h1':1) t~e Trustee shall divide the Trust tst3te
(1:lcl:,H.iin:; .lay :md all f.lro!'~rty rccc.ived ;'y thl,! Trustl!~ under the 5attlor'g
L.1St t:1.11 I.\llU Teqtar.ll?nt) into Wo p.Jrt3 or trusts (hcrciMftcr ca.llc.d
Trust'A" and Trust :'11") in til\! follO'....lnt manner:
A. Tru:1t '.\" shall include the
folln',lin;; fra.ctional Gharc of Settlor'z; 3dj'Jsted Rross
cstat~ a.~ det~r~lned for Federal E9t3tc Tax purooses:
Thc nU:1cr.'ltor of the l'r.1ction shall be t;l~ ~xirnurn
Fed~f.11 l~state Ta:( marital JClluctlon (allo....abh in
detcr.,inin:t the: F,~der;\l Eit.1t~ tax p3yablc by reason
of l;l~ Set,tlor' ~ dl!:lth) Minu:'i the vnlu~ for f'eJer.ll
T.1)( purp;)scs of .111 itl!l15 in eho.! Settlor's r,ro9s e3tato.!
\Jlllch qualify for the Raid deduction and which 1'",39 or
haw p:tt.so.!u to the Settlor'~ sniJ vif!.:!, ~AO:1t R.
ALC:\A:.;;>t:R, (thl~ .....orda "l"3SS or h.1V~ p.used" shall h..wc
the S""l'! l:lc:m1.lI,; .1$ sue:l \J.')rd:i 81\,'111 h:l.v~ under the
IH'ovisioilS of the, Internal RCVl'nu(' Cod", in effect "t
the Un.! of the Settlor's JC,'llh) undo.!1" th~ provisions
or th~ Settlorls L.lst ~)iJ1 and Tl'Iit.1Ml!llt, by ri~ht ,of
slIrvlvoJr:ohil" U1t:l rC'npcct to property jointly CWi'lcJ
""
,. " ';'. -..r,... , , ,.. , .~..~
.'
in th.ls or .lny oth~r jllris-u.ctioll.
1:1 J.}I'.::;;~S$ WmREOfl'. II ,CIli\,tLt:S ~. 1\L1~:U.:lD~q,. tha.TcRC:'Itor. to thiR
tJy L.:!.Jt ~al1 .:!.l\J T~:Jt.'l'il~nt. tY/lL'uritt~n 001
........,
) -,-,-
hereunto set ~y h~nd ~nd sc~l this . day
CIll'CC (3) sh'~cts. of paper
of -;);'~..<'A~~
.
h:J.vc
1969,
"
_~uJ2zjf~'l./__(SE'\L)
Si.:;acd. scale:d. puhlished ,and deebrad by thl! said CHARLES P..
A1Z:{A;~:J:.m.. 3~ and for his L33t :.:111 and Tcst"-rlent in our pres(!nc.~1 \~ho, in
his prc~~ncl.!~ Ole his rcqu~~3t and in t~(! !lfl!SP.OCC of each other, have her~unto
set our :13nds ali .1ttl!~till~ "'itnC'sses.
,~
V-{
. 1 \.
.... .:-. ..~ ~.-. I .. J
\f \-" I.,..... .',J I "-'-~~:""<--4t ..sJ::..v:.~) t4..<.~'""t-;"
-t'-c.....-----(.----~/-.-.
,), :/' '/' .. 0' 'r',) A
' .' . I I' l." .
)...:J-1.:l""!!.-.f.~'LI____!...~~;./,I:/,.'~_~:(at _~::.2..i,,'J/,..(~~.~_. liL:..____..
'/,o
,
-]-
I' "
lEV.lSOOEX+ (2.8:J}.w. J j
COMMONWEA~~NmV~NIA S E
~::~1:'gr.11~t::~~ I~?~:~~N~~ ;::E~~~~_::~~~"=. ~;~:~'~:lil:._~_~~!:~~_____
Decedent's Nama (Last. First, and Middle Initial) Decedent's Address
DECEASED lexandeX.L Charles _R. 22B Popl ar Avenue
SoclelSecurityNumber Dete of Death New Cumberland, Pennsylvania 17070
178-16-5662 B/25/81
CHECK
APPRO.
PRIATE
BLOCKS
CORRE.
SPONDENT Neme
1, Original Return 0
2, Supplemental Return 0
3, Remainder Retnrn IXI
Valuation as ~5/26/B2
Address
10 South Market Square
4, Life Estele 0 5. Federal Estate Tex 0
Return Required.
6, Dacedent died tastata IXI 7, Decedent maintained a living 0 8. Tolal Number of safe D
(Attach copy of Willi ~ trust (Attech copy of trust) depo~1 boxes inventoried
All correspondence and confidential tax inlormation should bo dircctad to:
Commonwealth National Bank Executor
Telephone No.
(7I7)780-3141 City
Compu!.!tion of Tax
IS, Amount ollina 14 taxable at 6% mte (151
(include velues from Schedule KI
16, Amount of line 14 taxable It 15% rite (161 I2I,949.B7
(include vllues from Schedule KI
17, Principal tlX due (add tax from line 15 plus tax from line 161
IB, Total Prior plyments:
(a) Amount Plid
{bl Plus Discount
(e) Minus Interest (1BI
19, Balanca Due (linu 17 minus linelBI
Make Check Payable to: Register of Wills. Agent
... PLEASE RECHECK MATH' , .
1.
2,
3,
4,
5,
RECAPIT. 6,
ULATION 7,
B,
AND 9,
TAX 10,
11,
12,
CALCU. 13,
LATlON 14,
Recapitulltion
R"I Estete (Schedule Al
Stocks and Bonds (Schadule 01
Closely Held 'Stor.kIPartnership Interest (Schedule CI
Mortgages and Notes ISchedule 01
Cash & Miscellaneous Personal Property (Scheaule E)
Jointly Owned Property (Schedule FI
Transfers (Schedule GI
Total Gross Assets (total lines 1.71
Funeral Expenses Administrative COlIS/Miscellaneous
Expenses (Schedule HI
Debts/Mortgages/Liens (SchedulaU
Totai Deductions hotallines 9 & 101
Net Value of Estate Wna B minus line III
Charitable Bequests (Schedule JI
Net Valuesubiect to tax Wne 12 minus line 131
'Slatya.
1I1Utl
Zip
( 11
( 21
( 3)
( 41
( 51
( 61
( 71
cO
N
,,::0
.~,4"1
:,..,
(;;1
209,523.55
181 209,523.55
(91 22,503.00
(101
(111 22,503,00
(121 18Z.,020.~~
{131
1141 '121,949.87 ___
Value of remainder
interest per attached
schedule.
x,06.
x,15'
18,292.48
(171 _ IB,292.48
{191. 18,292.48
_________.____._ __ n_....__._.__..._....__.. _ ..... .--.---.......-------
Under penalties of perjury, I declare thet I have examined this return, including accompanying 5chedules and SlalemenU. and to the bes1 of my imowltdge
Ind belief, it is true, correct, and complete. Declaration of preparer other than Ihe personal represenlative is based on all information of whir.h preparrr hil~
Iny knowledge, '
The Commonwealth National Bank, Executor
SIGNATURE OF PERSONAL REPRESENTATIVEISI ADDRESS
, ., .' .,/ '. T.v M"
By- " ,', ../',__..YJ..ce..l'.reSJ.den.t_Il....J~r...
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
i..".
DUE
_.'---..._-~_.........-.....-,,- --
ADDR ESS
OATE
IlY.I503U....I...ll
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
! ESTATE OF
I Charles R. Alexander
\
"
\
,
\
SCHEDULE "B"
STOCKS AND BONDS
~1t-_iJ~~~~R
CAli prop.rlv IOlntlV-awn~ wIth nIght ot 8urvlvotlhlp muu be dllClol~ on Sc:hedul. "F"I
ITEM
NUMBER
VALUE AT DATE
OF DEATH
DESCRIPTION
$30,OOD Pennsylvania State Public School Building Auth.,
6%, due Il/I/85; N.L, @ 90.305
1.
2.
3.
4.
5.
6,
r
7.
8.
9.
10.
11.
I2,
13.
,14.
27,091.50
43,733 units The Commonwealth National Bank Common Fund A-I;
N.l. @ 1. 00
43,733.00
II,168,OO
256 shs. General Motors Corp., common; NYSE @ 43.625
1,000 shs. Commonwealth National Financial COI'poration, common,
O,T.C. @ 24.25
24,250.0D
I8,543.75
3,633.0D
8,887.50
13,90D,OD
3,300.00
7,293.00
21,075.00
20,250,00
30D shs, General Electric Co., common; NYSE @ 6I.8125
I12 shs. Borden Inc., common; NYSE @ 32.4375
200 shs. Pillsbury Co" common; NysE @ 44.4375
400 shs. Burroughs Corp., common; NYSE @ 34,75
IOO shs. Gulf Oil Corp., common; NYSE @ 33.0D
208 shs. Sun Company Inc., common; NYSE @ 35.0625
I.200 shs. K Mart Corp" common; NYSE @ I7.5625
400 shs. Philip Morris Inc., common; NYSE @ 50.625
II2 shs. American Telephone and Telegraph Co., common;
NYSE @ 57.I25
6,398.00
.80
Principal cash
;;
TOTAL (Also ente, on line 2, Recapitulation) $
CIt mor. spec, I, n-.dld Inl." addltlonallhHts 0' ..m. ,It.1
IEV.1513IX+ {'.III
COMMONWEALTH OF PENNSYLVANIA
INHERITANr:E TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles R. Alexander
SCHEDULE "J"
BENEFICIARIES
FILE NUMBER
12-81-569
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY REI.ATIONSHIP AMOUNT
A, Taxable Bequests:
1. John D. Alexander Brother 1/6 residue of Trust
607 Whitefield Drive at death of life
Mechanicsburg, Pa. 17055 tenant.
2. John M. Renshaw Brother-in- I/6residue of Trust
512 Park Terrace Law " at death of life
Harri sbllrg, Pa. 17111 tenant.
3. Ella R. Grow Sister-in- 1/6 residue of Trust
534 North 2nd Street Law at death of life
Lykens, Pa. 17048 tenant.
r
4, Nyl e R. Renshaw Brother-in I/6 residue of Trust
7037 Dunbar Road Law at death of life
Dundalk, Md. 21222 tenant.
5, Lorraine R. O'Gorek Sister-in- 1/6 residue of Trust
I5 East 70th Street Law at death of life
Kansas City, Mo. 641I3 tenant,
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT
1.
B. Charitable B~que'ts:
The Harrisburg Hospital
Harrisburg, Pa. I7101
1/9 residue of Trust
at death of life
tenant.
2,
Shriners Hospital for Crippled Children
Philadelphia, Pa. 19255
1/36 residue of
Trust at death of
1 i fe tenant,
The Right Worshipful Grand Lodge of the Most Ancient and I/36 residue of
Honorable Fraternity of Free and Accepted Masons of Pennsylvan a Trust at death
El i zabethtown, Pa. I7022 of 1 i fe tenant.
3.
.
~
ClI more 'p.c. I, n..d.d In.." .ddltlon.1 sh..tI of NrN ,1,.1
$ see attached calcu-
atlon
TOTAL CHARITABLE BEQUESTS (Allo enter on line 13, Recapitulation)
",:
':.;'
~; ,'.
, ",,:::: :. ','
,. '';;'/'':';''~~'<'l''''''''+;''~' ;'~'l."
:1;.'.
:'~:~~'~~;~;j:(~)~~;~:~~?::);~~~.:~:::: ' ~ ",'.
.~.,"':.
....:r.
..~t.
,.,"
...:~.\(,..
~. ;.., ,~,~'fi.j', l' ~~,;
"":M"~":::,j~
',;.'.
.,;
."
,',.-';'~..'
':;'~~:.'
;~~~3~;~j~~tt;~~t~::_~:.:;',.:?:~~{',:::~;{ \:::-,,: ':~'1
'~~:'*~~::~'r'7i~:;.:~':'.~".':~.. ".'~'~.
: ,t ':"::..~ ~'" -"! ','l .,. ,...
....,
:" "
..'~'''''',,,: "
..... . '- "'''''''~I'' ,
" "
,
I
'1
,
'.
C. To continue any invc!itlilcnt tlhlch rn"y
fO"3 :1 fI.lrt oC thh Trll~t Cst,1tC or to inveAt or re1nveAt the liCUN! In any
propoJrtYI rl.!ill or r~r!;ollal, or i1ny ldnJ or ll.1ture. Includinr, stocks, honds,
.."
IDOrtr.Olr,C31 och..!r securit!Cl!'l and common trust fund3 of tha Trustae ~'it!tout
"
bcin1t l1r.litc:.l or rcstricted to Invcst~cnts ,1S nou or milY hareaCtar he
pr~gcrih~J Cor tru'Jt~l!S by the It'l\~A of the COTT:l.nDn....e,'llth of Pen05ylv,'J,nin or
anv oL:I~r st:1tc, incluuill:J the ri~ht to Ilcl1tJirc, !Jell or retain !!tock in the
trustCH!;
D, 'Co C.'lusc ~Jelc'Jrit!es ':Ihieh tIIay from time
to time conpri:Je itny p.ut of this Trust estate to be re!l;istered in Hs nt1:ae as
Trust~e or in the na~c of nny noctnee or to t3ke and kce~ the! sn~ unre~istercd
nnd retain th~;:l or .:my p:lrt thereof in such condition t:l3.t th~y t~lll '!)o1SI! ll)'
d~livery without disclos1n'-~ the: het tnat the property 1s held 1n a fiduciary
cap.1c1 ty;
E. To D3kf!: any loans cfr:hcr se:curcd or
un1cr.ur.:!u in .1uch ,1l':iOunts. U?on such tCr.J3, Olt such ro1teilJ of interc!lt and to
such fI\!rsons, firm, c\lrj1ol',~tions or the executor or administrator of Settlor's
Est~tc .'lS it J~ellls .1dvis.1111e, and to l':I.'lI:t'! ad\'a.nceT:lcllts to the exe:cutor or
lItl~,li:1htr~t\lr of S.:!ttlor's EEitl\tc without inter:!st Cor the purnose! of the
p.:lyrn~nt of t.1XCS and administration expenses;
F. Tll ret3in the principal or corilu.s or
.!lll)' !1:1rt tho.!rcot of L:l!:i 1'rust Estate In the (orm of c.uh:
G. To horro\~ mone)' {or .1nv T'lJrnOIH! tn
conn~'cLioll willi UIC .1Jllltnilltr.'ltlon of th1:1 Tru!>t Estate; execute fJfnlbissor"
notc:J or othl=r obti'~,ltion!; for tIll! ,l,,",OIl:lt,' so horrow.:!d .'U1d,sccur~ tht' !'l.w:nPl\t
of .'lny .1l'1llunt!i so hOrrO\1l!J by mort~.1~~ or plcJ~j!; of any r...~l or'T'lt'r!lonJl
-5-
.,
,
,.,.....
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'."
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..1:~'''1,::,....~<t\.w,
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"i~t!~.
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;. "~i1~~;~~fi~:~s{~~~~~~:-:~\~~;,.
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-,-,,. -,
""I:
',>:
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. ,,'r.
:,'~;"'::'~
~ .,,; ,:~','. .;...;.:.:....~
~ .~t -~~
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.....
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,
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. ... ;.~~......." '-' 'o'
LIST OF THE I.IFE IiJSIlRi\::Cl: POLICIl:'!;
n!:o:PO:iITC!) BY CilAlu..ES R. AU....AN::lER.
In'J'ii Tim lL\illl!!;;mRG NATIO:-i.\L BA:U:
Ti:u:rr AG!',Zf.!1f.~'f DATEn T:l'~
-,---- 7
07 A:~.....,:.<.<',,,,,,,<I.'Ifvv'
A;m Tr,UST CO:PA:~Y. UNDER REIJOC,\r~T...::
'-::5
rUAY
CClmt'l,1n,'
. NeW' York Life rn~urance Company Cert. 3^
Northwestern Hutual Liro Insurance Co.
"
Massachusetts }lutual Liro Insurance Co.
"
"
Penn }lutual Life Jnsur:mct' CClmpan);.
"'-
"
"
"'" I::Xch3ns;eJ for Edu('at~w Hulu;ll Life los. (".0.
, 1169.
Polic\' No.
Face Amount
G 9137
$ 25,000.00
2 637 722
1,000.00
2 025 729
1,500.00
814 652
1,500.00
1 173 766
2,500,00
1 400 749 \:;:,~..., 1!0(\O.OO('7f.1lMC-'t"l~
(u ,.....J'tJ
1,399,520) "_"':~~:!.' 1,000.00 /)J:/.;:'''~'''
I
51-114
! ,~:"
COMPOSITION OF NET BALANCES
PRINCIPAL
$30,000 Pennsylvania State Public School
Building, 6%, due 11/01/85
112 shares American Telephone & Telegraph
Co., common
112 shares Borden Inc., common
400 shares Burroughs Corp., common
1,000 shares Commonwealth National Financial
Corp., common
300 shares General Electric Corp., common
256 shares General Motors Corp., common
100 shares Gulf Oi 1 Corp., common
1,200 shares K-l~art Co., common
400 shares Phil ip Morris Inc., common
200 shares Pillsbury Co., common
Account Market Value
Value as of 5/30/82
$ 25,162.50 $ 27,092.70
6,290.20 5,712.00
3,087.00 3,640.00
14,175.00 13,000.00
21,500.00 23,500.00
16,781. 25 18,225.00
11,952.00 11,200.00
3,718.75 3,250.00
23,025.00 21,300.00
18,200.00 19,300.00
7,225.00 8,375.00
7,709.00 7,280.00
2 ,701. 60 2 , 701. 60
161,527.30 162,376.30
208 shares Sun Co., common
Cash and various amounts temporarily invested in
Commonwealth National Bank Common Fund A-2
TOTAL PRINCIPAL
INCOME
Cash and various amounts temporarily invested
in Master Reserve Trust - Commonwealth National
Bank Money Market Trust 9,834.56
TOTAL INCOME 9,834.56
COMBINED PRINCIPAL AND INCOI~E $171,361.86
2
Q.""
. \,~"
11 \) i.
9,834.56
9,834.56
$171,210.86
,', j
f, .1'.'...)
PRINCIPAL RECEIPTS
TOTAL PRINCIPAL RECEIPTS
$271,568.25
$271,568.25
Per' Inventory Attached
PRINCIPAL CONVERSIONS INTO CASH WITH ND GAIN/LOSS
11/06/81 100 units Commonwealth National Bank
Common Fund A-2 $ 100.00
12101/81 37 shares Bond Industries 601. 25
12108/81 4,9DO units Commonwealth National Bank
Common Fund A-2 4,900.00
02110/82 9 units Commonwealth National Bank
Common Fund A-2 9.00
02123/82 164 units Commonwealth National Bank
Common Fund A-2 164.00
03/30/82 52,000 units Commonwealth National Bank
Common Fund A-2 52,000.00
04/04/82 2,621 units Commonwealth National Bank
Common Fund A-2 2,621.00
05/18/82 69,164 units Commonwealth National Bank
Common Fund A-2 69,164.00
OS/20/82 10 units Commonwealth National Bank
Common Fund A-2 10.00
PRINCIPAL CONVERSIONS INTO CASH WITH GAIN/LOSS
Gain
~
11/24/81 122 shares American Stores Co.,
$5.51 preferred
Account Value $4,514.00
Proceeds 4,640.70
11/24/81 2 shares Melville Corp. $4.00
preferred
Account Value $98.00
Proceeds 84.60
$
126.70
$
13.40
f;I , ~ '
.,1".."
J.' ',1 i...
t I\.J .
3
Principal Conversions (continued)
11/24/81 25 shares Melville Corp., 5.40
pr'eferred
Account Value $915.63
Proceeds 864.47 51. 16
11/24/81 121 shares American Stores Co. ,
common
Account Value $2,843.50
Proceeds 3,185.22 341. 72
11/24/81 100 shal'es CPC International Inc.,
common
Account Value $3,106.25
Proceeds 3,254.39 148.14
11/24/81 53 shares Continental Group Inc.,
common
Account Value $1,808.63
Pl'oceeds 1,720.06 88.57
11/24/81 48 shares Nabisco Brands Inc., common
Account Value $1,257.00
Proceeds 1,385.71 128.71
11/24/81 50 shares National Steel Corp.,
common
Account Value $1,256.25
Proceeds 1,170.96 85.29
11/24/81 76 shares 01 in Corp" common
Account Value $1,672.00
Proceeds 1,732.36 60.36
11/24/81 134 shares SCM Corp., common
Account Value $3,458.88
Proceeds 3,157.37 301. 51
11/24/81 268 shares Squibb Corp.. common
Account Value $7,688.25
Proceeds 7,819.97 131. 72
12/16/81 120 shares Armstrong World Inc.,
common
Account Value $2,002.50
Proceeds 1,936.02 66.48
eLI~'; i.lru I..."
lJ'u'V
4
Principal Conversions (continued)
12/16/81 712 shares Commonwealth National Bank,
common
Account Value $15,308.00
Proceeds 20,135.36 4,827.36
12/16/81 600 shares K-Mart Corp., common
Account Value $11,512.50
Proceeds ~416.68 2,095.82
12/16/81 200 shares Phelps Dodge Corp. ,
common
Account Value $7,937.50
Proceeds 6,977. 76 959.74
12116/81 217 shares Philadelphia Electric Co. ,
r.ommon
Account Value $2,848.13
Proceeds 2,942.41 94.28
12/16/81 200 shares Philip r~orris Inc.,
common
Account Value $ 9,100.00
Proceeds 10,253.65 1,153.65
12/16/81 100 shares Westinghouse Electric
Corp., common
Account Value $2,806.25
Proceeds 2,632.41 173.84
03/26/82 500 shares Commonwealth National
Bank, Common
Account Value $10,750.00
Proceeds 13,750.00 3,000.00
05/12/82 320 shares Melville Corp., common
Account Value $13,200.00
Proceeds 14,807.50 1,607.50
05/12182 208 shares Owens Ill., common
Account Value $6,019.00
Proceeds 5,387.01 631. 99
$ 11,620.14 $ 4,467.80
NET GAIN TRANSFERRED TO SUMMARY PAGE 7,152.34
, --
..1, t,
i.\ \1 j',..
:J '''.J
5
PRINCIPAL DISBUIlSEMENTS
10/01/81 Loretta B. Wolfe - witness fee
10/01/81 Barbara D. Colwell - witness fee
10/01/81 Regi stel' of Wi lls - 12 short cert Hi cates
10/13/81 Regi ster of lVi 11 s - 6 i nheri tance tax wai vers
10/20/81 Harry D. Wimer - appraisal of household goods
10/20/81 Charles H. Faust - appraisal of coin collection
10/20/81 Rolling Green Cemetery - funeral expenses balance
due on bronze memorial
10/20/81 Naomi R. Alexander - reimbursement for funeral
expenses on bronze memorial
10/20181 Jesse H. Stone - funeral expenses
10/28/81 Register of Wills - certified copy of will
11/02/81 Register of Wills - inheritance tax waiver
11/02181 Nauman, Smith, Shissler & Hall - reimbursement
for legal advertising
11/20181 Lester G, Conner - appraisal
02/10/82 Register of Wills - fee for filing inventory
02123/82 Nauman, Smith, Shissler & Hall - reimbursement of
probate fees
04/12182 Pennsylvania Department of Revenue - 1981 income
04/12/82 Internal Revenue Service - 1981 income tax
05/17/82 Internal Revenue Service - Federal estate tax
05/18/82 Register of Wills - Pennsylvania inheritance
tax
05/19/82 Register of Wills - filing fee for debts and
deductions
:'1,>: 1.'.,1 I.. I. . )"'"
6
$ 10.00
10.00
24.00
12.00
40.00
23.00
473.00
4 72. 00
2,975.00
4.00
3.00
37.89
125.00
9.00
164.00
tax 403.68
2,267.24
65,871.18
3,292.30
5.00
Principal Oisbursements (continued)
OS/28/82 Regi ster of Wi lls - fil i ng fee
Reserves:
Closing costs
Commonwea 1 th Nat i ona 1 Bank - executor fee
Nauman, Smith, Shissler & Hall - attorney fee
Register of Wills - Pennsylvania inheritance tax
Pennsylvania Department of Revenue - fiduciary
income tax
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL INVESTMENTS
10/26/81 800 units Commonwealth National Bank
Common Fund A-2
11/02/81 2,272 units Commonwealth National Bank
Common Fund A-2
11/30/81 29,500 units Commonwealth National Bank
Common Fund A-2
12117181 54,000 units Commonwealth National Bank
Common Fund A-2
12/24/81 320 units Commonwealth National Bank
Common Fund A-2
03/26/82 13,700 units Commonwealth National Bank
Common Fund A-2
04/01/82 52,000 units Commonwealt.h National Bank
Common Fund A-2
05/13/82 20,195 units Commonwealth National Bank
Common Fund A-2
(:\ .1. ., ,. l , :~,
7
5.00
400.00
13,578.00
6,789.00
20,000.00
200.00
$117 ,193.29
$ 800.00
2,272.00
29,500.00
54,000.00
320.00
13,700.00
52,000.00
20,195.00
Income Investmenls (continued)
03/18/82 1,000 shares Money f.larkel Trust 1,000.00
04/26/82 9,400 shal'es f10ney Market Trust 9,400.00
05/11/82 1,500 shares Money flarket Trllst 1,500.00
05/18/82 750 shares I~oney Market Trust 750.00
THE COMMONWEALTH NATIONAL BANK
By: ~f~ib
Charles Alexander, Deceased
~l.), .C ',.1 I...'l. ;.;.l_~
11
COM~ION\YEAL TH OF PENNSYLVANIA )
I, Ed.'ard A. Kramer, Senior Trust Officer of The Commonwealth
COUNTY OF DAUPHIN )
National Bank, accountant in the foregoing Account, being duly sworn according
to law, depose and say that the above Account is just and true, both as to
items of charge and discharge, and that the grant of letters and the first
complete advertisement thereof occurred more than four months prior to the
filing of the Account.
THE COMMONWEALTH NATIONAL BANK
By_~C.J~
SenIor Trust Officer
Sworn to and subscribed before me
,.,/Sf TI..
this c2L day Of~,
A. D. 1982.
v7' r I/\~U'rj ~~i;;ylfA:~
",..",-ft,tij'(1:
...,,~~~;~lral.' . !""'" lINDA M, MdAUGIlUN, NOTARY T-IIStIC
,.' ..:.! ......., 4",,'" HARRISSUIIG, DAUPII!N Cull~1Y
.. 1r~. .1'\'" v.'
,i';li .... '::'-2'A"'::" Co "'~'Y COM,MISSlON [!PiRES lfe, 18, 1985
: ~..l} I ~ :;;:.;.. . h'nnnlr"llIJ 4~~at:~11011 01 Nrlmps
t-;:,;:,>,"Ot:-' ;;:. r-~
;-1 ~ -a ,,' ~" i : __:
~~',r~ ... ~""(;':f
. O' /.. .'" .
'. '., 'Sy"'..',' CI .'
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""'. "''' 'P\l~,.,."'"
'....""........'
cC,.,r\ .1. I.; I...' ;.~;J;.3
,..
, '
Inventory of the real end personal estate of
Charles R. Alexander
deceased.
--
-- .-~;=::::-:=-=:=.::::;::::.=.;--
Real [s ta te
None
lntanqible Personal Property
1. $30,000 Pen~sylvania State Public School Building, 6%, due 11-01-85
.
2, Interest on Item #1
3. 122 Shares American Stores Co., 5.51 Preferred. NYSE at 37.00
4, Dividend on Item #3 of 1.3775 per share payable 09-10-81 to holders of
record 08-24-81 '
5. I21 Shares American Stores Co., Common, NYSE at 23.50
6. 112 ShareS ~nerican Telephone and Telegraph Co.. Common. NYSE at 56.1625
7. 120 Shares Armstrong Horld Industries, Inc.. Common, NYSE at 16.6875
8. Dividend on Item #7 of .275 per share payable 09-01-81 to holders of
record 08-07-81
9. 37 Shares Bond Industries, Inc., Common; O.T.C. at 16.25
10. 112 Shares Borden, Inc., Common. NYSE at 27.5625
11. Dividend on Item 1110 of .5125 per share payable 09-01-81 to holders of
record 08-07-81
12. 400 Shares Burroughs Corp.. Common, NYSE at 35.4375
13. 2.212 ShareS Common\1ealth National Bank, Common. NAS, at 21.500
14. 100 Shares CPC International, Inc., Common. NYSE at 31.0625
15. 53 Shares Continental Group, Inc.. Common, NYSE at 34.125
16. Dividend on Item #15 of .65 per share payable 09-15-81 to holders of
reccrd 08-2I-81
17. 300 Shares General Electric Co., Common. NYSE at 55.9375
18. 256 Shares General Motors Corp.. Connnon. NYSE at 46.6875
19. Dividend on Item #18 of .60 per share payable 09-10-8I to holders of
record OS-I3-B1
20. 100 ShareS Gulf Oil Corp.. Conmon, NYSE at 37.I875
,-
25,162 50
570\ 00
4.514 00
I
,
168' 06
I
\ 2.843\ 50
I 6.290!, 20
\I
Ii \
II 2,002 50
I
I 33 00
I
I
\\ 601 25
I, 3.087 00
57\
40
14.175\ 00
47.5581 00
I 3.106 25
1.80 63
\ 3 45
16.78 25
11.95 00
15 60
3.71 75
"
COMMONWEALTH OF PENNSYLVANIA 'l
COUllTY OF CUMBERLAND J
5S:
Edward A. Kramer, Senior Trust Officer of the COJ1lmon~lealth National Bank
according 10 law, deposes and says that he j:xecutor
01 the Eslale 01 Charles R. Alexander
late 01 the Borough of Ne\~ Cumberl and , Cumberland Coynly, Pa., deceased and Ihat Ihe
'th" . t d b the Commonwealth Na ti ona 1 Bank Ih'd Executor
WI In IS an ,"ven ory ma e y _ __ I e sal
of Ihe entire eslate 01 said decedent, consisting 01 alllhe personal prop..ty and real eslale, excepl real eslate ouhide
the Commonwealth 01 Pennsylvania, and Ihal the figure. opposite each item 01 the Inventory represenl it's lair value
as. 01 the dato 01 decedenl's ,death.
sworn
being duly
sworn
and subscribed before me,
Edward A. Kramer, Senior Trust Officer
of the Commonwealth National Bank
19 82
Emut., ' XXl(illl(lil;~1(
10 South Market Square
Harrisburg, Pa.
17IOB
Addr.n
Date of Dealh
25
08
81
O'Y
Month
Vur
INSTRUCTIONS
I. An inventory must be filed within three months after appointment 01 personal represenlative.
2. A supplement invenlory musl be filed within Ihirty days 01 discovery of additional a"ets.
3. Additional sheets may b. attached as 10 personalty or really
4. See Article IV, Fiduciaries Act of 1949.
'0
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21. Dividend on Item #20 of .70 per share payable 09-10"81 to holders of
record OB-07-8I
36. 217 Shares Philadelphia Electric Co.. Common, NYSE at 13.I250
37. 600 Shares Philip Morris, Inc., Common, NYSE at 45.50
3B. 200 Shares Pillsbury Co., Common. NYSE at 36.125
39. Dividend on Item #39 of .50 per share payable 08-31-80 to holders of
record 08-03-B1
40. 134 Shares SCM Corp., Common, NYSE at 25.B125
41. 20B Shares Sun Company, Inc.. Common. NYSE at 37.0625
42. Dividend on Item #4I of .525 payable 09-2I-8I to holders of record
08-IO-8I
$ 70.00
34.537.50
432.00
915.63
98.00
2.00
13.200.00
1.256.25
1,257.00
1.672.00 I
22.80
6,019.00
B1.12
7.937.50
80.00
2.B4B.I3
27.300.00
7.225.00
100.00
3.45B.BB
7.709.00
109.20
22. l,BOO Shares K-t-Ial't Corp., Common, NYSE at 19.1875
23. Dividend on Item #22 of .24 per share payable 09-14-81 to holders of
record OB-2I-BI
24. 25 Shares Manville Corp., $5.40 Pfd., NYSE at 36.625
25. 2 Shares Melville Corp., $4.00 Pfd., N.L. at 49,00
.
26. Dividend on Item #25 of 1.00 per share payable 09-0I-BI to holders of
record 08-I8-BI
27. 320 Shares Melville Corp.. Common, NYSE at 41.25
28. 50 Shares National Steel Corp" Common, NYSE at 25.'125
29. 4B Shares Nabi sco Brands, I nc., NYSE at 26. 1875
30. 76 Shares Olin Corp., Common, NYSE at 22.00
31. Dividend On Item #30 of .30 per share payable 09-10-81 to holders of
record 08-11-81
32. 208 Shares Owens-Illinois, Inc. Common. NYSE at 28.9375
33. Dividend on Item #32 of .39 per share payable 09-15-BI to holders of
record OB-07-B1
34. 200 Shares Phelps Dodge Corp., Common, NYSE at 39.6875
35. Dividend on Item #34 of .40 per share payable 09-10-81 to holders of
record 08-21-81
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Discount
Interest:
If any tax due is paid withi" three (3) months after the decedent's death, a discount of
five percent (5%) of the tax paid is allowed.
. the discount period is calculated in calendar months. Example: date of death 1 -15-82,
discount period expires 4-15-82.
Except for tax on a future interest. inheritance tax becomes delinQuent at the expiration of
nine (9) months from the date of death.
. Inheritance lax on a future interest becomes delinquent at the expiration of three months
from:
- the date of election to prepay or
- the date of death of the life tenant or annuitant
Interest is calculated on a daily basis from
- delinquent date to date of payment on any tax unpaid on delinquent date
- date of last delinquent payment to date of payment on any unplud balance.
Interest 1S charged at the following rates:
Delinquent D.le
Annual Interest Rate
Dailv Interest Factor
5/27/43 to and including 12/31/81
1/1/82 to and Including, 12/31/82
111/83 to and including 12/31/83
6%
20%
16%
.000164
,000548
.000438
Those .estates that become delinquent on or before December 31, 1981 Will m'lntsjn
a constant interest rite. The rate in effect when the tax flfst becomes delinquent will
remain constllnt until the delInquent tax ballnce is paid in full.
Those estates that become delinquent on or after January 1, 1982 will contain a vlfiable
interest rate. Thus. taxes that remain outstanding from calendar vear to calendar year will
be subject to the different rates in effect on each January 1.
Interest IS calculated as follows:
INTEREST . BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR.
If a lax ballnce remains outstanding fer more than. one cllendar year, I separate Intrrest
determination must be made fer each vear It the apphclhole rate. (Onl, one calculltion
15 necessary If the estate m.inlains the const.nt Interest rate.!
An)' Notice issued after the tax becomes delinquent will reflect In mteresl calculation to
fifteen (151 d.vs beyond lhe date of the notice. If payment 1$ made Ifter the
interest computation d.te shown on the Notice. addltloNI Interest must be calculated.
To Remit Payment: Detaeh the top portton of this Notice and submit With vour payment to the Register of Wills
of the county shown on the Nollce.
. Addren mformJtion IS h$ted on Plge 13 of tn" booklet. "lnstruChons for Inhentance Tax
Return for a Resident Decedent."
, Make check or money order p.vable to: Register of WiltS, Agent
..,V,'4JO EX 111'811
~~?NWEALTH OF PENNSYLVANIA
~RTMENT OF REVENUE
BUREAU OF EXAMINATION
P. O. BOX 8327
HARRISBURG. PA 17105
DECEDENT'S NAME
ITEM
SCHEDULE NO.
TAX EXAMINER:
_"''l''.h''.:~,:,;;mo''''''''''~''';'''''~ .
INHERITANCE TAX
*'
EXPLANATION OF CHANGES
FILE NO,
EXPLANATION OF CHANGES
PAGE
7<U,,\'I!-'<'
RtV.\,~t'\ {x.. 1.1'671
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
Fill NUMBER
CQMMONWEAlTH Of P{NNSYlVANIA
D[PA.!l.lMlt~l Of R['t!NUE
1'05T QHlC[ BO~ BJ17
I1ARR!SBURG. PA 'l;'\O~ e117
:O[CEOlNn NAMt'llA~l. ~1\.;'i~--A-t.O M!ODl['-:'~.i-T'It.,-\
" j<:'O~!"TV eC)"D.E ,
D[C[O{!~"~ COI~mH Aj)DR{5~
2I-BI-0569
YEAR
NUMBER
I Alexander. Charles R. 228 Poplar Avenue
r,'O"" 'IE7C~~~;~M5"'T6'6-'2'--'---'-T'A8"~~;~A8''-I''--- -ii"ffbi',iifH---'-.-- New Cumberl and, PA 17070
. ,___ ___~_~?_=_~?_____,,~,~~~~~ r 1 a n.cL__
i' ',-"I 3. f I 22 90
1. Original Return 2, SupplelT.ental Reluln f'. Remainder Return as 0 - - .
(for d01C\ 01 death prior 10 12.13.B21
lC
,.__15. federel ellole TOK
Return P.equired
Tolol NUIT,ber of Sofe Deposit BOKt!S
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~g:~ :'.~ 4. limited Estate . Ao. Fuluro lnlerest Compromise
:cOO {lor dales 01 death oher 12.12.82\
uE; ,~6. Decedent Died Te!.tate )(J 7. Decedent Maintained a li....ing Tru~l - 8.
4 I (Allach copy 01 Will) IAllach copy 01 Trull)
~-\ ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
I ~ \ NAME "'T':ICOMPl[1E MA\l~NG ^l>Ll~~~5
51 I_~~onwealth NatiDnal Ba~~_, P.O. Box IOIO
82 IlElEPHONENUM8E. "I Harrisburg, PA 17.1,OB
~,,~ 7BO-3Il2 ~E
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( 8) ._.350.723~1i5'_h"___
(11) __ 200~00 ____.__.
(12) __J.50. 5Z3~65u___'__
(131_i?~~0. 6_!
(141492,10,3..0.4
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The Commonwealth National Bank. Executor and Trustee
~IGN..fu"f Of p~1Mnl-HiNi:TPill~TNU'ivf--"..---- .n"(IDllf ~~ .n____________>_____
By: R~ lJ c4",__ E5~~!:!d~ Analy~t_
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I. Reol Eltale (Sched,l. AI I I)
2, Slocks ond Bond. (Sch.d,l. B) I 2)
3. Clo!.ely Held Sloc.kIPartnet!.hip Intete!.t (Sc.hcdule CI (31 --.----,...
4. Mortgage$ and Note!. Recei....able (Sc.hcdule D) ( 04)_ ". -----". -'-" ,-~-.
5. C05h, Bonk Oepo5in & Miuellaneou!. Personal Property( 51 _.____., .-"--"--_.-- .n._______
(Schedule E)
6. Jointly OWf1ed Property (Schedule Fl
7. TraMle" (Schedule G) (Schedule l)
8. TOlal Gron Ane" (tolalline5 \.7)
q, funeral Expense., Administrati....e CosU, Misc.elloneous { 9} .m_______.__..~_4.P_O',~,Q_Q
I Expen.e. (Schedule H)
\ 10. Deb", Mortgoge Uobililie., lien. (Schedule I)
I ~ 1. TOlal Oeduclion\ (lotollifles Q & 101
\ 12. Net Volue of E!.tote (line 8 minus line 11)
113. Charitable and Go....ernmental Beque5H (Sc.hedule J)
,
114. Net Value Subjecl to T ox (line 12 minu$ linfl ,131
115, AlJount of line 1.4 tOKoble ot 6% role
I (Include ....alues from Schedule K or Schedule M.l
1'6, Amount of line 14 to,oble 0115% ro.e (16) _,__.?~?,~9.3,_Q.'L,'_._. ,15 =
I 11nc:lude ...olues from Sch~dule K or Schedule M)
1,7. Principal lOll. due (Add tox from line 15 end from line 16.1
350,723,65
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Intere5!
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43,B15.46
2.442.B6
46,25B.32..
_, . .IE SURE TO ANSWER ALL QU_E~.!~I>l~~.IlllEVERSE-SID.E, AND TO RECHECK MATH..
Under penollie5 of perjury. I decloffi! tkot I hove eJlommed thl5 U~IIII". influd'n9 occomponyH'9 ul,edul", ond ~lo'emfln", and to the be~' 01 my .nowl.dge and belie[
it i. Hue, correct ond comple'", t dlldore lnot all reol f!\101e hen bf'f'" ft'potlt'd 01 lr\.lt' mN..flil \10(,,1' Df'c!otOl,on 01 plt'palrr olhet than the p.nonol t.pte5~f\loti""1I 1\
ba..d on aU information of which preparet h05 any ~nawlt'd9t'
~IGN..1URE Of fl(tl:s.ON fl:f:s.PO'N'"1iilLf 'OATIUNC.-iffiJ,fN~---~A6\)RI~~'~ .-.----.--.--.-.--.--.
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Priol' Payments
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Credih
(1 B)
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:19. If line 18 i\ greater Inon line 17, ent..r'the difff'renlt on line lQ Thi5 15 the OVERPAYMENT.
ac..":'rT.iI".(... ....1.11......, 1.1'1 IU..I....' 11'r.r.~...,.,..1J.I1:1:.1...,1<.1!.
'20. If line 17 i~ greater inon line 18, enter the dilfere"ce on lifle 20, Thi5 i5 the TAX DUE.
A. E"ter lhe ,,,tere5t on lne bolanle dlJe on line 20A
B. Enler lhe total 01 line 20 and 20A on line 20B Tn!5 i~ th. BALANCE DUE.
Mok. ChICk POJobt. to: R~~i,,!!_.'!f _Y!~!I,~..~.g_!~~_______'".~""_.._ . '''_~__'._
120)
(20"'1
(20B)
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r:11s Tru3t II;}J :;.!C!n .1cco:pted in lhe St4te of PennJylv.1n1a and shall
1n all rC!s:)~ct5 be ~o"'crncd tq t:le! 1.1\15 of th.1t Sto'ltl!.
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'fhu 'rru:at~c. :./ join;':1::: in the axecut10n of t.l1s instrument, sig-
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IllUc.s its .1cc:!j1t.:li1::c nf :.:0. ::-:1:H. ,11lci ilc:mo~/leJ~C!s th3t it :,a3 r:!ceived this
J.1:1 ir~::l t..\..!. ,)'.lttl.n- :~~ ',,1": ~~;~ :l.l..Jr t~~ sever31 insurance policies described
;... Scnc.jul~ .\' "tt.:Ie:l.:..: :....t'~to Mid ;;-,aue 11 ?.Jrt hereof, tind ll'lr:!e.S tn.1t it
\1ill :,oltJ .lnll u,:;(! t~:c " ;~,;,::, .1::;: ,de: ::l;1.d Jb!,ose of t~l:! orocee:ds tllercof upon
.:In;.i :;u;,j.:-ct ::0 <'1.!.l .::1'': ;~:': ':J.:.~r ::::<! trun, t~rr.'.s .:and provisions set forth in
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this indenture! and l;1 ;jc:mdul~ "3" attac.hed hereto and m.1de " part hereof.
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:ut..! :Ln:J .J:lPOl:lt
I to be its a;torney for it, an~ in
its n 1~,.:l J.ld J.~ ...~;J
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'~.::r':l:)r:1tc 3ct .:loci d:!ed to ilckno'.I1ed~e this instru-
::lent Jc:orC! .n:.. 7'~r:.:..:l .l.l\'l11' :ltJt,loritj' :,y t~e l.:lwli of tile C"'~"l1on\lc.a1th of
?c.nn:Jy-lv.:ani.3. CoJ t.;;.,.~ ..:"::.. ;..l':::J'o\Tlcd~cnt. to the! intc.nt :~.1t t:'e S~C3 cay be
d:Jl)' r~corc.:u.
Li ',;a::....::iS .:i;;..~..:J.:. C:;'\RLiZ.S ;.\, .U.'::':AJ;):'::t, tn" 52tt10r, has nereunto
.oct a1; .l.:lnll .J:'ld ;.i..!.1J.. .......1 /.;;;' i.i~mISi)lI~C :;"\,,i"IO:t\L ~I\::t: .L:D T~UST CO:W&'lY, Trustee,
;1.13 C,]U~C.J t,l.:!:;/! ')r~ii..!:l:;..l :J J..! si-:nati i:lo its cor:>or.1te nawi! by it~ ':: frtszodenl.
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' .JolU it~ coJr;;or.1t..: .:i.nl to iJe :1c:rCto aft1:~.:J, .1tto!stad by Hs ~
:)llcr.!ury, li'lQ doJ':' JllrJ ye:Jr first .1bov.: ',lritten.
S1~nad. J~.11 ~r.cl J~11v~r~J
in t;lI;~ pr~513.lC~ .);.
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LIST ~~ 1'!: Ltrr: t::SURANCI: POLICIr.S
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11'~?i)5!T"::) ~lY C::..\nL~S r.. ALEXt\!O!l)ER,
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. lJ69.
Cert. 3A
Polic\' No.
G 9137
2 637 ""
,--
2 02S 7:9
B14 6S2
1173 766
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Face Amount
Com\');\nv
" '{ew York life rn5ur.'\n.:~ I\'mr.tn\'
'-:~,'
$ 2S,OOO.00
~orth\\'estcrn ~lutll,'l. Li:"~ 1Il!lollr,1n.:~ \"~'.
1,000.00
1,500.00
Massachusetts ~:utu.ll Life lnsur:mce Co.
1,500.00
"_h."
2,500.00
-~
1 400 749 \:;:;._, 1~1lOO.00~
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1,399.S20 \ ,...:'.,-' ,,' l,IlOO.OO /)I~
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Penn Nutual Life InSllr,lnCe \~.)mp.m~'
...,. F.xchan~ed for Educ.1t....I. \!utU.ll Lift:.' In:>. ~o.
Sl-114
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CO:.DD:mZALTiI, OF P!::;~SYI.'.',..:;I."
CO!.!::!'l 0:- DAUPltI::
ss:
1 :..~ra!ly ':..:r:'~ r.. ~ 11C ~1l t;,is):. ,,~(" ~3.y or
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before
~C. t.l..:l ~1.10!'1c:ri~l:!r. ;. ., l::,I:-" ;11:',li.:: in 3nd for !laid C:or.tm.:ln',c:a1th :and County,
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r~r3on11~.~?'~3rcd
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I t~e ~~torney n~~ed in
till! iora:;oing A1ree::-::::'lt. l'll~ :.'1 '.'inuc .1nd 1n pursuanCl! of the .1uthority
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therdn ~onferred Up:ln hi::::. '':~:1owled~ed the: said A~ree!llent to be the 3Ct
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of th:: s:Jid 'r:!: !l.\:i.~::
','.::J::,l. J,\.\'K .\:m TRUST CQ;lP.\m'.
.,tT:n:s~ ..... ".".j ,on.. ...:It"':i31 50.11 the u:ay .3nd ye,'1r :aforesaid.
'ly
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~lotiUtj Public
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.~l:~.:':~',..1. ;:'r;< ~.':'Y l..h
~:r C:-' :.,~jY';~..ll.j',~;. :~; ::-.~!tlIL ,'11;
est&teB\aleXBnder.pet
Novombor 27, 1990
4. That the accountant and Settlor are residents of
Cumberland County.
5. That no other Court has heretofore taken jurisdiction of
any matter relating to this trust.
6. That the fund now before the court is not subject to the
payment of inheritance tax to the State of Pennsylvania.
7. That accounts of such fund have not heretofore been filed
by the accountant.
8. That the occasion for the filing of the present first and
final account is to acquaint interested parties with the
transactions that have occurred during the administration of the
Trust for the period - September 3, 1981, the date of initial
funding, to June 30, 1990 and to terminate the Trust by making
distribution in accordance with the terms thereof.
9. That the names of all persons having any interest in the
said funds are as follows:
A. THE COMMONWEALTH NATIONAL BANK, Trustee under the
Trust of John D. Alexander, Settlor, nO~l deceased.
interest.
One-sixth
B. JOHN M. RENSHAW, adult brother-in-law of the Settlor.
One-sixth interest.
C. JOHN GROW, adult son of Ella R. Grow and Clarence
Grow, deceased. One-sixth interest.
D. NYLE R. RENSHAW, adult brother-in-law of the settlor.
One-sixth interest.
E. LORRAINE R. O'GOREK, adult sister-in-law of the
Settlor. One-sixth interest.
i,l.1
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2
estates\BlcXBnder.pet
November 27, 1990
F. One-sixth interest shall be divided into six (6)
equal parts.
Four (4) of said parts shall be paid to THE
HARRISBURG HOSPITAL. One of said parts shall be paid to SHRINER'S
HOSPITAL for CRIPPLED CHILDREN (The Philadelphia Unit). One of said
parts shall be paid to THE RIGHT WORSHIPFUL GRAND LODGE OF THE MOST
ANCIENT AND HONORABLE FRATERNITY OF FREE AND ACCEPTED MASONS OF
PENNSYLVANIA AND MASONIC JURISDICTION THEREUNTO BELONGING.
10. All of said parties having any interest in said fund have
had actual notice of the filing of the account and this audit by U.
S. Certified Mail on December 4, 1990.
11. There are no questions to be adjudicated.
12. No share of any party in interest has been assigned or
attached.
13. There is submitted herewith a copy of the instrument
under which the trust arises, certified by trustee.
14. The distributive shares of principal and income, and the
persons thereunto entitled, are suggested, as follows:
One sixth - $65,665.79 to THE COMMONWEALTH NATIONAL BANK,
Trustee under the Trust of John D. Alexunder, settlor
one-sixth - $65,665.79 to JOHN RENSHAW
One-sixth - $65,665.79 to JOHN GROW
One-sixth - $65,665.80 to NYLE R. RENSHAW
One-sixth - $65,665.80 to LORRAINE R. O'GOREK
one-sixth - $65,665.80 to the following:
Four (4) parts - $43,777.19 to HARRISBURG HOSPITAL
One (1) part $10,944.31 to SHRINER'S HOSPITAL for
CRIPPLED CHILDREN
One (1) part - $10,944.30 to THE RIGHT ~IORSHIPFUL GRAND
LODGE OF THE MOST ANCIENT AND HONORABLE FRATERNITY OF FREE
AND ACCEPTED MASONS OF PENNSYLVANIA AND MASONIC
JURISDICTION THEREUNTO BELONGING.
Total distribution of principal and income..........,. $393,994.77
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3
, est8teS\8lexander.pet
Novombor27, 1990
COUNTY OF DAUPHIN
SS.
STATE OF PENNSYLVANIA
The above named petitioner, being duly sworn, doth depose and
say that the facts set forth in the foregoing petition, which are
within the personal knowledge of the petitioner are true, and as to
facts based on the information of others, the peti Honer, after
diligent inquiry, believes them to be true.
~c~
Thomas C. Houser, Trust Officer
The Commonwealth National Bank
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~~z;..,~A't:,i:i'~dJicr;-~bsCfiibed before me
~h~ff Tfov ~\~f I..YUC,HdJz/'l/
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Not~l"}' ~ .
My cbmlli~aiB'1'on expires:'" /:;s Jqf-
NOl40'^' SIAL
CATlUm: A. SMITH. Nol.ry Publle
HaHisburO. Dauphin C.,un1V. P,.
My Commi"ion bpi... July 25. 1994
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shall be held on the same terms of trust ,md \lith lil~e force 311d effect 3S if
the saiLl policies. property ..mu/or securities hnd orhlinnlly constituted .1
part of the said Trust Estate.
ARTlCLr~.
The Settlor. upon his de.:lth. directs the Trustee to disburse the
tncolile and principal of the Trust Estate in t:1C mllnncr as hereinafter set forth
in detail in Schedule -'B" heute annexed, made a pllrt hereof, and beadn!; the
Jesign3tion "Plan of Distribution of Trust Estate of Charles R. Alexander,
under ^~recrnent dated 4....t:'.......~~1./' y ,19M".
ARrICLE...l!J"
It is expressly understood and 3~reed that the Trustee is not
obliC3ted to pay any premiums or assessments on said policies of insurance,
and to be under no obliqation in I'cspect to the policies other th.an for the
safe.-keeping thereof, except to the extent expressly agreed to !lere1t\.
.~IIT.~.
The Settlor renerves to himself, durin~ his life. 411 nayrncnt8,
...
,i1vidends, surrender value privile2.es and benefits of any ldntl IIhich. t:'lI\V accrue
on account of any of the aforesaid policies of inSUf1ll\Ce, D.nd t:le ril;ht at any
time to 3ss1J;Tl, pled~e or use said po li ct.es I or any o! ttll.'!\ll, or to change the
beneficiary thereof, or to horlOv money thereont without the consentt 4t1proval
or joinder of the. Trustee, Of any bencUc.hry hereunder. It 11 the intent tbat
the trust shall be onentive only in feST'lect to the prClceeds o( such of the>
policies ns in tems may be duc. ::!nd p,:\yable to th~ Trust(!(I at the time of the
Jen.th of the SC'ulor ('Ir thcr~.1ft('r. .1ftefCf'duclton of 311 (:"1,U("('5 M!ainlt
ell! f'olicieR hy ....3~ ot ad\'ancC'!;. 10:105. nfemiums, ~r otht'l"lt51'. .,n(\ the
.2.'
.'
The 1'rustee ia authori%ed to compromise and o1djust c1a.1ma arisin!;
out 0,' thl! insurance policicfl or tiny of them, UpO:l such terns and conditions
,HI it 1:\.1Y Jean just, and the decision of the Trustel! shall he ~imlln~ and
condutiivc upon :111 persons and corporations interested therein.
t\llTICLE VII.
The Trustee 5110111 hold .md rnnn4~e the fund, I,'hen so collected,
tOj~etilcr 'dth such other property liS may be acquirr.d, durin!; the existence
d t.li~; trust, all of I.!lich s3id prof/crty \o!ill ill~rcinafter be r(!fcrred to
J.S ti:U Trust ::st<1tc" I :;.lid terr:: meaning .1ny trust or trusts crc::atau in
";c~.cdulc lJ' ~lercoft upon the follo\Jing tcrr.lS and ccnd1tlons "nd vith the
:0110:..1n:: :,O\{ct:; .1110 authorities;
,\. To ta~e, ;lold or rcta.in all or any
,;.;rt or tile trust hereby created in the Corm of '1!lich it ~\ay he acquired as
lon~ as it ~eem5 advisAble ana to receive all the income, increments, rentl
and profits therefrom;
,
B. To sell., eJ(chan~e, p.!lrtltion, lease or
othervtse dlr,pose of ,'my proper tv or flart thereof. real or personal, ~Jhich
~av ~t any time form part o( this Trust Estate nt public or nrivate sale for
'luch 'lurT'ICtses ana upon sU('.it terr.:s, indudinll 511les on credit \lith or "lthout
~ecurit.... 10 such Manner ..md at such nriccs :IS it ::'I3Y determine. includin~
t\c ri~ht to lease re:tl estate tor t'lcriods in (l;x('cr;s or five ,"ellt!l and for a
term ..::tnjrin~ after the tCtn:in3tiol'l of :my tru'llt. In the event of :t 53.1e.
.':';CII.1I\'>I~. \l~rtition or Ip:\!;l' ot .'Iny of thc orC'lnertv n( thi!' :ru~t '''It.1tc.
t~lcr(' ;,t311 ~I! nl,) H;)bilitv (1n the '"Ian OJ tilt.' ~ure~:\rit'r nr ~lUrc:1"!>l'r~ to see
'.. ~.,I!' ."'<ll1c.,ti.'Tt rf the! llIlTChn$l' "'(1nC''1, "Ilt t'1l" ~.-t1l'! <:.~.,11 "!'O ~{Olri ~nd dis-
'l"','<1 l': :.V ,\\(,!1 "ufc:lt.,!wr C'f ~1\lr('..\.1"C'r~. frC'l' ,lnu clC':Jr ,,; .",n\' ", tllC ~f'ov1...
:,)I\'. <)1 .10V tf'ust Cf'(,3tC"J :wf'coh\':
.4-
..",,,.
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S.~Uf.:.D_~!~~~A:
LIST OF THE LIFE t:~SURANCE POLtClI:S
OEPOSITEO BY CitARLES R. ALEXANDER,
':f1T.i TIll-: H^RRI~lllmG ~:ATlOtl,\t. ll,\:n~
tu~D TRUST CO:!l'A~Y. \l~DER RE\'OCAr..c
.-
TRUST AGREE!1F.NT DATED THE y/" DAY
--'.
OF ./J~~..:.-<"~_;'~v'
, l'369.
'f
~e"" York Life Insurance C~mpanr
Cert. J,\
Po~ic\" ~o. Face Amount
G 911" $ 25,000.00
~ 637 ".. 1,000.00
,--
~ 025 729 1,500.00
814 65~ 1,500.00
1 173 766 2,500.00
C(\mran\'
~l'rthll'est~rn HUtll,11 Life Insurance Cl'.
}la""'Il('husett~ Hutual Life Insurance Co.
P~nn Hutu~l Life Insurance Compar.y
1 400 749 :.::~...'
1,399,520 \~.. ,.,'
..'~Ui
1,000.00 r~}U/j,....1
,
., Exch,1nl!;cd fl7'r Edutat.:-r ~1\1t\l;il Life Ins. l~l).
51-114
.'
.
with the Settlor, or otht!r.I'isc (1n computing the
numerator the values as finally determined in the
Federal ~$tate Tax proccedtnRs shall control); and
the denoCllnator of the fraction shall be the value
of the Sc~tlor's adjusted ~ross estate a3 computed
for Federal Estate 'tax !,urposes.
n. Trust 'B" shall include
the remainder of the Trust Estate.
C. In the division of the
Trust [state as hereinbefore providetl the Trustee shall
so divide the 3Ssets that the ~roperty includin~ cash
allocated 1n Trust ",\" \.'111 have an ar.:grc~.:l.te mar;.;('t
value fairly rCllresentative 'Of the net appreciation
or depreciation to the date or dates of distribution,
in the market value ot all property available for such
purpOses.
,
~O2'l1!: T:1C net income fro::! Trust A' r.hall be paid
in l"Iu.1cterly 1nsto1llraents or more frequently if desired to ('Ir for the use or
benefit of Settlor's wif~. .:.'\o:-n r.. ALCx,\:::Jcn, for and l.lurinu the tel":: nf :le:-
natural lire. In IHid1t1on, such POrti"n or j)ortions of principal at t1e
:lettlor's w.He r.uay reqwst 1n ",'rit1nR from Ume to ti:ne MliVte fld,l over to
or for her use or ~(,l'ldit. Upon the Ccat:l of Settlor's said wHet t~is Trust
sh.111 terminate and thc Ilr1ncip.11 ,'md .1"'- 3ccrucd 1ncOl,~ ::;i1all :'c !'.:lid C'Vf!C
,1n(1 df~tributcd ,';.s she ..:1;111 Jfn'cl L\. 'l(,C l..Jst -:f11 .1no ~~"H,]n('nt. fnclud1ntj
t:)e ri~llt to .1Pfloint to l~~r f:'it,]t~. ,'r 1:'1 t::u,'! ..'vent (\1 ill'r f,'1Jurt~ to :i0 eirect,
it shall be :idded to ilnJ fom .1 nnt of t!,e l'Jr1nc1rl/ll t'f 'rru!';t
:Il'n~fn.
l'rCUcli
,
--
.''''
.'
1.:1'.1. .;yu:: ~. ;~;:.;SliA\~. If t!lC saiJ :1YLC :'.. rJ:::~S!l.\~l b", not then livinn:, this
pt'lrt il.l1111 he IMid to !115 ~l1fC. nOL!:r rJ::~SIW.:. nnd if fii1~ he not then
1ivin'~, tllen to his J3u~;ltcr. JA.:ZT ~. :!IT~::'..
3. ');lC oi .1aili :":l.rts shall hl~ n.1i~ to t;lC Scttlor15 51!'lter+in-
l.lU, VJ;\,;'.AL.::: j" J'G0P2:i~. If t:1{~ nJ.id LO?~I:::: .... O:r.')i'.~.~ h~ not t:1Cm
1b1,,':, 6is I"l.Ut Sil.l11 :IC ,ldl!(!d to t!-;c (\ther e<1u.,l ;1nrts nnd '~htr1buted
1.9 :lerein provided for s.lid 'C.:lrts.
:;, ')nc of s.aitl "nrts snall ;~Il Jividcd into !;1r. (ri) ~l'ltlal ports.
"our n) of ~nU ::oarts ":1311 ~l~~ 'l.:liJ to r~:!: l:Alm,ISmT!1.~ ;'0SPlT.'.I.. 1nc of
....:lid iloJrts l.f1all be !),1id to ::iI:r.r::r:r:'S :!OSrITAL r:J'I{ C~IPPL!:n CliI1.nrF.~1 (T!lE
:'"IL\::':LI"I:L" :.:::ri'). lne of ;.aid !'louts S:1311 :lc nJ!d to r:E tlT'~':T 'm~SHIPrL'L
i:;A.;J Li.;i}G~ ,lr 'r;0i~ ,i\)5T :~:CIC::r :.:i) ::O:;orv,.lLJ.; ;'':'.ATSPJ:Il'': (Jr' '!":~;:'~ Xl!) ACCEPTtD
'-.\SJ.;S ')f PU.:S\'L\',\ia.\ A.:m '~\S:l:J.C Jt;:;SINCTI8:: T::~:~t'.r.:rl.' 3::W.':Cr:::, to !>e
.lSl!11 .:mu ,"lpplicd ill n<lt,j nbout t:le utlkeco, r,taint(!nancC' nnd oner.1tion of the
..3sonic ;:Ollll!S O\~n('d by :lnu uncct' t:l(! control of t~le s.11d Gr.o.nd Lodr.;e.
;:'Il:r~i:
If the ~ettlor':; '..He ..!oes :'lot survive him
.... l'Tovir;CLf I::. iHlr.::l~r.::lf)'l ':11:5T ~len.'oi. t;l'-" tlct incomc rror: t'ie -;'rust :tstate
,
'i~illl ~)e p,.lid to or (:Jr t:w use or I)('nefit of t~e ~.ctt1or, :'")on till!
i:.:tLlor s ~i~at.l t:lC' '1rinci:J.l1 .:nd .I:1COi".C c( Ll~I'r",!'jt .>H.:ltc 'ill.::lll he :1eld.
.1I1111h;d .:1nJ ...iistributcd in .:occorri:mec- l:iLl tjll! [1r(lv1~iClns oi :-ru'it 1 .11
i!(!rcin.:ll.;O\'C rd?t f(lrt:t,
,). ,
'-~' IiC(~<..,t,,/
--
IN THE MATTER OF
THE ESTATE OF
CHARLES R. ALEXANDER, DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate No. 21-81-569
IN THE MATTER OF
TRUST AGREEMENT OF
Charles R. Alexander, Settlor,
and Harrisburg National Bank,
now The Commonwealth National
Bank, Trustee, Under Agreement
Dated 12/2/69
NOT ICE
TO: The Commonwealth National Bank, Trustee, under Trust Agreement
dated December 27, 1965 between John D. Alexander as Settlor
and The Harrisburg National Bank and Trust Company now The
Commonwealth National Bank, Trustee; John Renshaw, John Grow,
Nyle R. Renshaw, Lorraine R. O'Gorek, Harrisburg Hospital,
Shriner's Hospital for Crippled Children, The Right Worshipful
Grand Lodge of the Most Ancient and Honorable Fraternity of
Free and Accepted Masons of Pennsylvania and Masonic
Jurisdiction thereunto Belonging, Pennsylvania Attorney
General.
The First and Final Account of the Trustee in the above-
referenced matter will be called for audit on January 8, 1991 at
9:30 A.M. in Court Room No. 1 befor.e Judge Sheely. All interested
parties are invited to attend.
7
Spencer
for The
Trustee
6~~
G. Nauman, Jr., Attorney
Commonwealth National Bank,
DATEDJ)aCt~t,(aYu ~.I 19 yo
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06/21/90 0 Mellon Bank, N.A.
D.F. stock Fund
Distribution of Realized
Capaital Gains/or Losses 1,226.99
06/21/90 0 Mellon Bank, N.A.
D.F. stock Fund
To adjust carrying value
re conversion 3,288.99
Sub Total 15,292.25
Subseauent Receipts
Cash & Securities received
from the Estate of Charles R.
Alexander - Account No. 14240022
11/19/82 16,624.97 16,624.97
11/19/82 30000 Pennsylvania State Public
School Building 6.00% Bond
Due 11/1/85 25,162.50
11/19/82 112 American Telephone & Telegraph
Company, Common 6,290.20
11/19/82 112 Borden Inc., Common 3,087.00
11/19/82 200 Burroughs Corporation,
Common 7,087.50
11/19/82 1000 Commonwealth National Financial
Corporation, Common 21,500.00
11/19/82 300 General Electric Company,
Common 16,781.25
11/19/82 256 General Motors Corporation,
Common 11,952.00
11/19/82 100 Gulf oil Corporation, Common 3,718.75
11/19/82 900 K Mart Corporation,
Common 17,268.75
038-9BN
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GAINS and LOSSES ON SALES or OTHER DISPOSITIONS
GAIN LOSS
10/19/81 5500 Commonwealth National Bank
Common Fund A-l
Net Proceeds 5,500.00
Acquisition Value 5.500.00
11/16/82 1136 Commonwealth National Bank
Common Fund A-I
Net Proceeds 1,136.00
Acquisition Value 1.136.00
11/19/82 14541 Commonwealth National Bank
Common Fund A-I
Net Proceeds 14,541. 00
Acquisition Value 14.541. 00
11/26/82 14541 Commonwealth National Dank
Common Fund A-1
Net Proceeds 14,541. 00
Acquisition Value 14.541. 00
08/10/83 200 American Telephone & Telegraph
company, Common
Net Proceeds 12,164.59
Acquisition Value 11.723.20 441.39
08/10/83 1000 Commonwealth National Financial
Corporation, Common
Net Proceeds 28,805.00
Acquisition Value 21.500.00 7305.00
08/10/83 100 Gulf oil corporaticn, Common
Acquisition Value 3,718.75
Net Proceeds 3.612.37 106.38
. 11/23/83 200 Borden Inc., Common
Net Proceeds 11,114.62
Acquisition Value 7.068.00 4046.62
12/06/83 29999 Commonwealth National Bank
Common Fund A-l
Net Proceeds 29,999.00
Acquisition Value 29.999.00
038-9BN
6
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12/09/83 1 Commonwealth National Bank
Common Fund A-I
Net Proceeds 1. 00
Acquisition Value 1. 00
11/15/84 805 Commonwealth National Bank
Common Fund A-I
Net Proceeds 805.00
Acquisition Value 805.00
11/19/84 1 Commonwealth National Bank
Common Fund A-I
Net Proceeds 1. 00
Acquisition Value 1. 00
04/18/85 400 pillsbury Company, Common
Net Proceeds 18,944.36
Acquisition Value 7.225.00 11719.36
04/29/85 15 General Motors Corporation
Class E, Common
Net Proceeds 916.21
Acquisition Value 365.12 551. 09
05/10/85 24995 Commonwealth National Bank
Common Fund A-I
Net Proceeds 24,995.00
Acquisition Value 24.995.00
08/05/85 5561 Fund G - Fixed Income
Governments
Net Proceeds 56,876.80
Acquisition Value 54.995.08 1881. 72
08/08/85 54995 Commonwealth National Bank
Common Fund A-I
Net Proceeds 54,995.00
Acquisition Value 54.995..QJL
. 08/12/85 1 Commonwealth National Bank
Common Fund A-I
Net Proceeds 1.00
Acquisition Value 1. 00
09/18/85 600 General Electric Company,
Common
Net Proceeds 36,013.79
Acquisition Value 16.781. 25 19232.54
038-9BN
7
" . ~ . . '1 ~
.. .... j :~. i. .1. iJ. J
.'
10/04/85 39998 Commonwealth National Bank
Common Fund A-I
Net Proceeds 39,998.00
Acquisition Value 39.998.00
10/11/85 1 Commonweal.th National Bank
Common Fund A-l
Net Proceeds 1. 00
Acquisition Value 1. 00
11/01/85 30000 Pennsylvania state Public
School BUilding 6.00% Bond
Due 11/1/85
Net Proceeds 30,000.00
Acquisition Value 25.162.50 4837.50
11/14/85 1053 Commonwealth National Bank
Common Fund A-I
Net Proceeds 1,053.00
Acquisition Value 1.053.00
02/06/86 15 General Motors Corporation
Class H, Common
Net Proceeds 521,68
Acquisition Value 375.78 145.90
11/10/86 1435 Commonwealth National Bank
Common Fund A-I
Net Proceeds 1,435.00
Acquisition Value 1----435.00
11/13/86 454 Commonwealth National Bank
Common Fund A-I
Net Proceeds 454.00
Acquisition Value 454.00
02/03/87 11906 Commonwealth National Bank
Common Fund A-l
Net Proceeds 11,906.00
Acquisition Value 11. 906.00
1449 Fund B - Fixed Income Fund
Net Proceeds 11,909.77
Acquisition Value 11.554.04 355.73
06/29/87 0.952 Mellon Bank, N.A.
DF Intermediate Bond Fund
Net Proceeds 10.59
Acquisition Value -lQ....Q2... 0.54
038-9BN
8
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11/06/87 32 Commonwealth National Bank
Common Fund A-l
Net Proceeds 32.00
Acquisition Value 32.00
11/13/87 12 Commonwealth National Bank
Common Fund A-l
Net Proceeds 12.00
Acquisition Value 12.00
12/10/87 300 Sun company Inc., Common
Net Proceeds 14,032.03
Acquisition Value 10.444.50 3587.53
12/29/87 71599 Commonwealth National Bank
Common Fund A-I
Net Proceeds 71,599.00
Acquisition Value 71. 599.00
12/30;67 968.230 Dreyfus Tax Exempt Cash
Management
Net Proceeds 968.23
Acquisition Value 968.23
04/25/88 1115 Dreyfus Tax Exempt Cash
Management
Net Proceeds 1,115.00
Acquisition Value 1.115.00
06/14/88 104 Dreyfus Tax Exempt Cash
Management
Net Proceeds 104.00
Acquisition Value 104.00
01/30/89 100 Philip Morris Companies
Inc., Common
Net Proceeds 10,231.15
Acquisition Value 2.275.00 7956.15
04/28/89 9964.170 Dreyfus Tax Exempt Cash
Management
Net Proceeds 9,964.17
Acquisition Value 9.964.17
12/28/89 12674 . Mellon Bank, N.A.
OF Intermediate Bond Fund
Net Proceeds 143,045.75
Acquisition Value 140.264.93 2780.82
038-9BN
9
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. '-..
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01/25/90 12619.470 Dreyfus Tax Exempt Cash
Management
Net Proceeds 12,619.47
Acquisition Value 12.619.47
06/11/90 600 General Motors Corporation,
Common
Net Proceeds 29,663.01
Acquisition Value 13.602.60 16060.41
06/11/90 1350 K Mart Corporation,
Common
Net Proceeds 48,011.14
Acquisition Value 17.268,75 30742.39
06/11/90 2800 Philip Morris Companies
Inc. , Common
Net Proceeds 120,199.98
Acquisition Value 15.925.00 104274.98
06/11/90 600 Unisys Corporation, Common
Net Proceeds 8,963.70
Acquisition Value 7.087.50 1876.20
06/22/90 2750 Mellon Bank, N.A.
D.F. Intermediate Tax
Exempt Fund
Acquisition Value 141,210.66
Net Proceeds 140.573.88 636.78
06/22/90 724 Mellon Bank, N.A.
D.F. stock Fund
Net Proceeds 37,395.51
Acquisition Value 30.212.71 7182.80
Total Gains and Losses
Less Loss
Net Gain
2249'78.67
743.16
224235.51
743.16
------------
-----------
038-9BN
10
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06/29/90
06/29/90
038-9BN
03/31/90
Fees and Commissions
Spencer G. Nauman, Jr.
Attorney's Fee Reserve
Mellon Bank N.A.
Compensation as Trustee Reserve
Total Principal Disbursements
12
: ~~. t~!.~ .i.;n
.'
236.00
10,278.89
2,000.00
5.000.00
7,000.00
17,478.89
------------
------------
.'
INFORMATION SCHEDULE - PRINCIPAL
Investments Made
09/25/81 5600 Commonwealth National Bank
Common Fund A-l 5,600.00
09/28/81 1000 Commonwealth National Bank
Common Fund A-l 1,000.00
10/13/81 4844 Commonwealth National Bank
Common Fund A-l 4,844.00
12/08/81 5500 Commonwealth National Bank
Common Fund A-l 5,500.00
07/16/82 7000 Commonwealth National Bank
Common Fund A-l 7,000.00
11/12/82 9000 Commonwealth National Bank
Common Fund A-l 9,000.00
11/23/82 88 American Telephone & Telegraph
Company, Common 5,433.00
11/23/82 88 Borden Inc., Common 3,981.00
11/23/82 44 General Motors corporation,
Common 2,391.50
11/23/82 92 Sun Company Inc., Common 2,735.50
11/23/82 14541 Commonwealth National Bank
Common Fund A-l 14,541. 00
12/21/82 599 Commonwealth National Bank
Common Fund A-l 599.00
08/12/83 44582 Commonwealth National Bank
Common Fund A-l 44,582.00
11/25/83 11114 Commonwealth National Bank
Common Fund A-l 11,114.00
12/05/83 3084 Fund G - Fixed Income
Governments 29,999.92
038-9BN
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04/19/85 18945 Commonwealth National Bank
Common Fund A-l 18,945.00
04/30/85 916 Commonwealth National Bank
Common Fund A-l 916.00
05/09/85 2477 Fund G - Fixed Income
Governments 24,995.16
08/06/85 56877 Commonwealth National Bank
Common Fund A-l 56,877.00
08/07/85 6897 Fund B - Fixed Income Fund 54,995.30
09/19/85 36014 Commonwealth National Bank
Common Fund A-l 36,014.00
10/03/85 5009 Fund B - Fixed Income Fund 39,998.87
11/04/85 30000 Commonwealth National Bank
Common Fund A-l 30,000.00
02/07/86 521 Commonwealth National Bank
Common Fund A-l 521. 00
02/02/87 11906 Dreyfus Tax Exempt Cash
Management 11,906.00
02/09/87 11909 Commonwealth National Bank
Common Fund A-l 11,909.00
06/30/87 11 Commonwealth National Bank
Common Fund A-l 11. 00
, 12/11./87 14032 Commonwealth National Bank
Common Fund A-l 14,032.00
12/28/87 5210 Mellon Bank, N.A.
DF Intermediate Bond Fund 56,834.85
12/28/87 472 Mellon Bank, N.A.
D.F. stock Fund 15,732.56
10231.150 Dreyfus Tax Exempt Cash
Management 10,231.15
252 Mellon Bank, N.A.
D.F. stock Fund 9,964.17
038-9BN
15
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04/28/89 148 Dreyfus Tax Exempt Cash
Management 148.00
07/31/89 578 Dreyfus Tax Exempt Cash
Management 578.00
12/28/89 2750 Mellon Bank, N.A.
D.F. Intermediate Tax
Exempt Fund 141,138.03
01/24/90 1907.720 Dreyfus Tax Exempt Cash
Management 1,907.72
06/21/90 3800 Mellon Bank N.A., D F
Temporary Investment Fund 380,000.00
038-9BN
16
,...... . 4.1
: ':1 !~.!,! .,..J
04/18/85
12/09/86
07/31/87
06/11/90
08/07/85
10/03/85
02/06/87
, 06/25/87
06/25/87
06/29/87
12/28/87
038-9BN
Mellon Bank, N.A.
DF Intermediate Bond Fund
7464.952 Received in exchange for
Fund B - Fixed Income Fund
0.952 Sold
Less Gain on Sale
400
400
------------
============
200
400
------------
600
600
------------
============
6897
5009
------------
11906
1449
------------
10457
10457
------------
o
============
------------
Brought forward
Sold
Less Gain on Sale
18,944.36
11.719.36
7,225.00
7,225.00
o
--------------
Shares on Hand
==============
Unisys Corporation, Common
Received in exchange for
Burroughs Corp due to name
change
200% Stock Split
7,087.50
-0-
--------------
Sold
Less Gain on Sale
7,087.50
8,963.70
1.876.20
7,087.50
o
--------------
Shares on Hand
==============
Fund B - Fixed Income Fund
Purchased
Purchased
54,995.30
39,998.87
--------------
Sold
Less Gain on Sale
94,994.17
11,554.04
11,909.77
355.73
-------.-----..-
Exchanged for Mellon DF
Intermediate Bond Fund
83,440.13
83,440.13
Units on Hand
--------------
==============
10.59
.54
83,440.13
10.05
--------------
7464.00
5210 Purchased
------------
12674
83,430.08
56,834.85
Carried forward
--------------
140,264.93
19
iY'", ] ',! i f!.r.r
: ~ 'J
..i .,
.00
.00
.00
12674 Brought forward 140,264.93
12/28/89 12674 Sold 143,045.75
Less Gain on Sale 2.780.82 140,264. 93
------------ --------------
0 Units on Hand .00
============ --------------
--------------
Mellon Bank, N.A.
D.F. Intermediate Tax
Exempt Fund
12/28/89 2750 Purchased 141,138.03
06/21/90 Distribution of Realized
Capaital Gains/or Losses 86.64
------------ --------------
2750 141,224.67
06/21/90 To adjust carrying value
re conversion 14.01-
------------ --------------
2750 141,210.66
06/22/90 2750 Sold 140,573.88
Plus Loss on Sale 636.78 141,210.66
------------ --------------
0 Units on Hand .00
------------ ------.--------
------------ --------------
Mellon Bank, N.A.
D.F. Stock Fund
12/28/87 472 Purchased 15,732.56
02/27/89 252 Purchased 9,964.17
------------ --------------
724 25,696.73
06/21/90 Distribution of Realized
Capaital Gains/or Losses 1,226.99
------------ --------------
724 26,923.72
06/21/90 To adjust carrying value
re conversion 3,288.99
------------ --------------
724 30,212.71
06/22/90 724 Sold 37,395.51
Less Gain on Sale 7.182.80 30,212.71
------------ --------------
0 Units on Hand .00
1:=========== ==============
038-9BN
20
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INCOME RECEIPTS
Interest
pennsylvania state public
School Building 6.00% Bond
Due 11/1/85
30000 05/02/83 900.00
30000 11/01/83 900.00
30000 05/01/84 900.00
30000 11/01/84 900.00
30000 05/01/85 900.00
30000 11/01/85 900.00 5,400.00 5,400.00
Dividends
American Telephone & Telegraph
Company, Common
200 shs. 01/03/83 270.00
200 shs. 04/05/83 270.00
200 shs. 05/02/83 90.00
200 shs. 08/01/83 270.00 900.00
Borden Inc., common
200 shs. 12/01/82 62.16
200 shs. 03/01/83 111.00
200 shs. 06/01/83 122.00
200 shs. 09/01/83 122.00
shs. 12/01/83 122.00 539.16
Burroughs corporation,
Common
200 shs. 02/07/83 130.00
200 shs. 05/09/83 130.00
200 shs. 08/08/83 130.00
200 shs. 11/07/83 130.00
200 shs. 02/07/84 130.00
200 shs. 05/07/84 130.00
200 shs. 08/07/84 130.00
200 shs. 11/07/84 130.00
200 shs. 02/07/85 130.00
200 shs. 05/07/85 130.00
200 shs. 08/07/85 130.00
200 shs. 11/07/85 130.00
200 shs. 02/07/86 130.00
200 shs. 05/07/86 130.00
038-9BN
21
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200 shs. 09/07/86 130.00
200 shs. 11/07/86 130.00 2,080.00
Commonwealth National Financial
corporation, Common
1000 shs. 02/10/83 580.00
1000 shs. 05/10/83 580.00 1,160.00
General Electric Company,
Common
300 shs. 01/25/83 255.00
300 shs. 04/25/83 255.00
600 shs. 07/25/83 285.00
600 shs. 10/25/83 285.00
600 shs. 01/25/84 300.00
600 shs. 04/25/84 300.00
600 shs. 07/25/84 300.00
600 shs. 10/25/84 300.00
600 shs. 01/25/85 330.00
600 shs. 04/25/85 330.00
600 shs. 07/25/85 330.00 3,270.00
General Motors corporation,
Common
300 shs. 12/10/82 153.60
300 shs. 03/10/83 180.00
300 shs. 06/14/83 180.00
300 shs. 09/12/83 180.00
300 shs. 12/12/83 300.00
300 shs. 03/12/84 300.00
300 shs. 06/11/84 375.00
300 shs. 09/10/84 375.00
300 shs. 12/10/84 375.00
300 shs. 03/11/85 375.00
300 shs. 06/10/85 375.00
300 shs. 09/10/85 375.00
300 shs. 12/10/85 375.00
300 shs. 03/10/86 375.00
300 shs. 06/10/86 375.00
300 shs. 09/10/86 375.00
300 shs. 12/10/86 375.00
300 shs. 03/10/87 375.00
300 shs. 06/10/87 375.00
300 shs. 09/10/87 375.00
300 shs. 12/10/87 375.00
300 shs. 03/10/88 375.00
300 shs. 06/10/88 375.00
300 shs. 09/12/88 375.00
300 shs. 12/13/88 375.00
300 shs. 03/10/89 450.00
038-9BN
22
... .- ""\
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600 shs. 06/12/89 450.00
600 shs. 09/11/89 450.00
600 shs. 12/14/89 450.00
600 shs. 03/12/90 450.00
600 shs. 06/11/90 450.00 11,118.60
General Motors corporation
Class E, Common
15 shs. 03/11/85 1.35
, Gulf oil Corporation, Common
100 shs. 12/10/82 70.00
100 shs. 03/10/83 70,00
100 shs. 06/14/83 70.00
shs. 09/09/83 70.00 280.00
K Mart Corporation,
Common
900 shs. 03/14/83 225.00
900 shs. 06/13/83 243.00
900 shs. 09/12/83 243.00
900 shs. 12/12/83 243.00
900 shs. 03/12/84 243.00
900 shs. 06/11/84 279.00
900 shs. 09/10/84 279.00
900 shs. 12/10/84 279.00
900 shs. 03/11/85 279.00
900 shs. 06/10/85 315.00
900 shs. 09/09/85 315.00
900 shs. 12/09/85 315.00
900 shs. 03/10/86 315.00
900 shs. 06/09/86 333.00
900 shs. 09/08/86 333.00
900 shs. 12/08/86 333.00
900 shs. 03/09/87 333.00
900 shs. 06/08/87 391. 50
1350 shs. 09/08/87 391. 50
1350 shs. 12/07/87 391. 50
1350 shs. 03/02/88 391. 50
1350 shs. 06/06/88 445.50
1350 shs. 09/06/88 445.50
1350 shs. 12/05/88 445.50
1350 shs. 03/06/89 445.50
1350 shs. 06/05/89 553.50
1350 shs. 09/05/89 553.50
1350 shs. 12/04/89 553.50
1350 shs. 03/12/90 553.50
1350 shs. 06/11/90 580.50 11,047.50
038-9BN
23
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Philip Morris Companies
Inc., Common
400 shs. 01/10/83 240.00
400 shs. 04/11/83 290.00
400 shs. 07/11/83 290.00
400 shs. 10/11/83 290.00
400 shs. 01/10/84 290.00
400 shs. 04/10/84 340.00
400 shs. 07/10/84 340.00
400 shs. 10/10/84 340.00
400 shs. 01/10/85 340.00
400 shs. 04/10/85 400.00
400 shs. 07/10/85 400.00
400 shs. 10/10/85 400.00
400 shs. 01/10/86 400.00
400 shs. 04/10/86 460.00
800 shs. 07/10/86 460.00
800 shs. 10/10/86 460.00
800 shs. 01/12/87 600.00
800 shs. 04/10/87 600.00
800 shs. 07/10/87 600.00
800 shs. 10/13/87 600.00
800 shs. 01/11/88 720.00
800 shs. 04/11/88 720.00
800 shs. 07/11/88 720.00
800 shs. 10/13/88 900.00
800 shs. 01/10/89 900.00
700 shs. 04/10/89 787.50
700 shs. 07/10/89 787.50
700 shs. 10/10/89 962.50
2800 shs. 01/10/90 962.50
2800 shs. 04/10/90 962.50 16,562.50
Pillsbury Company, Common
200 shs. 02/28/83 124.00
200 shs. 06/01/83 124.00
200 shs. 08/31/83 124.00
200 shs. 11/30/83 140.00
400 shs. 02/29/84 140.00
400 shs. 06/01/84 140.00
400 shs. 08/31/84 140.00
400 shs. 11/30/84 156.00
400 shs. 02/28/85 l56..~ 1,244.00
Sun company Inc., Common
300 shs. 12/10/82 119.60
300 shs. 03/10/83 172.50
300 shs. 06/14/83 172 . 50
300 shs. 09/09/83 172.50
03B-9BN
24
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.. .)~-
300 sha. 12/09/83 172.50
300 shs. 03/09/84 172.50
300 shs. 06/08/84 172.50
300 shs. 09/10/84 172.50
300 shs. 12/10/84 172 . 50
300 aha. 03/08/85 172.50
300 shs. 06/10/85 172.50
300 shs. 09/10/85 172.50
300 shs. 12/10/85 172.50
300 shs. 03/10/86 225.00
300 shs. 06/10/86 225.00
300 shs. 09/10/86 225.00
300 shs. 12/10/86 225.00
300 shs. 03/10/87 225.00
300 shs. 06/10/87 225.00
300 shs. 09/10/87 225.00
300 shs. 12/10/87 225.00
Unisys corporation, Common
200 shs. 02/09/87 130.00
200 shs. 05/07/87 130.00
600 shs. 08/07/87 138.00
600 shs. 11/09/87 138.00
600 shs. 02/08/88 138.00
600 shs. 05/09/88 138.00
600 shs. 08/08/88 150.00
600 shs. 11/07/88 150.00
600 shs. 02/07/89 150.00
600 shs. 05/08/89 150.00
600 shs. 08/07/89 150.00
600 shs. 11/07/89 150.00
600 shs. 02/07/90 150.00
600 shs. 05/07/90 150.00
other
09/22/81
Massachusetts Mutual Life
Insurance Company - Interest
09/28/81
Northwestern Mutual Life
Insurance Company - Interest
12/20/82
Estate of Charles R. Alexander
Account No. 14240022
Cash Received
04/26/84
Transfer from Account No.
20426003 to pay taxes
038-9BN
25
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3,989.60
2,012.00
54,204.71
101.29
23.05
21,080.32
5,282.00
"
INCOME DISTRIBUTIONS
-
.,
TO: Noami R. Alexander
06/16/82 Distribution 951. 20
07/18/83 Distribution 10,130.22
08/17/83 Distribution 596.24
10/15/84 Distribution 748.88 12,426.54
TO: For the Benefit..2L
Naomi R. Alexander
Internal Revenue Service
Taxes
03/15/83 3.396.77
3,396.77
Transfer to Account No.
20426003
08/16/86 34.945~
Transfer to Checking Account
No. 1121025595
06/15/89 36.843.64
Arnold Coal & SUpply
Company - Charges
01/23/90
34,945.34
36,843.64
600.00
600.00
Raymond Grandon
Medical Services
11/03/89
21. 00
21.00
Transfer to Checking Account
No. 2621110440
12/15/89
29,486.63
105,293.38
Total Income Distributions
117,719.92
============
038-9BN
30
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The Commonwealth National Bank, Trustee under Trust Agreement
of Charles R. Alexander, deceased hereby declare under oath that
said Trustee has fully and faithfully discharged the duties of its
office; that the foregoing Account is true and correct, and fully
discloses all significant transactions occurring during the
accounting period; that all known claims against the Trust have been
paid in full; that to its knowledge, there are no claims now
outstanding against the Trust; and that all taxes presently due from
the Trust have been paid.
_2.~.!~y___~~________
Thomas C. Houser, Trust Officer
The Commonwealth National Bank
,11111111111111/.,.,
s~~~1~.~I~.h~ sworn to by
~~tl1<<;1,t~, . .w!,!alth Na~ipnal
pa~befor~'~elthis ~~
:;iai of .cemJJe~, 1990
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NOT API.' lEAL
CATHLEEN A. SMITH. Not.ry Public
H",i,burg. D,uphln Counly. P,.
Nrt Commllllon bpl'" July 2S. 1994
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REV-IBO? EX (12-88)
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102
tACN
COMMONWEAltH OF PE"NS,((VA~IA
DEPARTMENT Of REVENUE
'8UREAU OF INDIVIDUAL lA.XES
OEPT, :110601
HAR.R.ISBuRC, No 17'28.0601 DATE
01-16-91
ESTATE OF ALEXANDER CHARLES R FILE NO. 21 81-0569
DATE OF DEATH 08-25-81 COYNTY CllJ1BEBWD..
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
INHERITANCE TAX
STATEMENT OF ACCOUNT
,
COMMONWEALTH NATIONAL BAN
PO BOX 1010
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
~
Amount Remitted
~
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C!l,!'!: _A_L~~~_ ,!:H)~ _L!~E_ _ _ _ _~_ _ . _I'!E.:r~~N_ ~9~~~ ..f'_O_R.:r~O..N_ ~9~ .Y_O_U_R_ ~I~~~ _ _ _ _ _~_ _ _ _ _ _ _ _ _.. __
REV-IBO? EX (12-B81
.. INHERITANCE TAX STATEMENT OF ACCOUNT ..
ESTATE OF ALEXANDER CHARLES R FILE NO. 21 81-0569 ACN 10? DATE 01-16-91
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,
IF APPLICABLE, A PRO~ECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-20-82
PRINCIPAL TAX DUE:........................................................,...................................................................,........,..,..........
18,292.48
PAYMENTS (TAX CREDITSI:
PAYMENT RECEIPT
DATE NUMBER
08-26-90 049?49
DISCOUNT +
INTEREST (- 1
17,413.60-
AMOUNT PAID
18,292.48
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INTEREST IS CHARGED FROM 08-27-90 TO 01-29-91
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
TOTAL TAX CREDITS
878.88
BALANCE OF TAX DUE
17,413.60
INTEREST
>---
TOTAL DUE
817.67
18,231.27
. IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST
lIF TOTAL DUE IS LESS THAN 51, NO PAYMENT 1$ REQUIRED. If TOTAL DUE IS REFLECTED AS A CREDIT
ICR) YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS fORM FOR INSTRUCTIONS. I
PAYMENT:
Detlch the top portion of this Notice and submit with your payment made paYilble to the nlme and i1ddress printed on
the reverse sIde.
REFUNO ICR):
All payments received liihall firs~ be applied to any interest which may be due with Iny remlinder applied to the ax.
REPLY
TO:
OISCOUNT:
INTEREST:
A refund of a tlX credit, which was not requested on the Tax Return. may be requested by completing In HAPPlicltion
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313), Applications Ife Ivailable It the Office
of the Register of Wills. any of the 24 Revenue District Offices. or from the Department's 24-hour
I:orms Ordenng telephone lines in Harnsburg - (717) 787-8094, in Philadelphia - (215) 560-2065,
or 1(1 PlllSburgh - (4' 21 565-3601.
Qu"stions regarding errors contJined on thiS notice should be addressed to: PA Department of Revenue. Bureau
of IndIVIdual T.xes, ATTN: Post Assessment ReVIew Unit, Dept. 280601, Harrisburg, PA 17128-0601,
17171 787-6505,
If ,nV ux due IS paId within three (3) calend.r months after the decedent's death. a five percent (5%) discount of
the tax pard is .1I0wed.
Interest IS charged beginning with first day of delinquency. or nine (9) months and one (1) d.y from the date of
death. to lhe d.te of p.vment. Taxes which became delinquent before J,nu.ry 1. '962 bear Interest .t the r.te of SIX
(6%) percent Per annum calcullted It .. daily rale of .000164, All taxes WhIch beCllme delinquent on and after
Janulrv '. 1982 will bear mterest at II rite whIch will vlry from calendar year to calend" year With that rate
Innounced by the PA Department of Revenue. The applIcable interest r.tes for 1962 through 1989 If':
~ Interest Rltf' Olily Interest F,ctor ~ I"teore.st Rite O.ilv Interest Factor
1982 20% ,000548 1986 '0% ,000274
1983 16% ,000438 1987 9% ,000247
1984 11" ,000301 1988 ,,% ,000301
1985 13% ,000356 1989 "!t ,00030 ,
'990 11% ,000301
- -Interest 's c.lculated as follows:
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Not,ee luuP-d .tleor the t.... becomes dl!'lInQuent wilt reflect .n Interest c.lculatlon to flhe,n (15) days
b.vond the datI!' of tne assenmenl. If payment 1$ made after the Interest compUlJitlon d.te shown on the Notice,
IddlllOl'\l1 Interest must be c.lculated,
J
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REV-1847 EX (12-89) ~
COMt.lONWEAllM or ~[NNSVl~ANI:' ~.I NOTICE OF INHERITANCE TAX
OEP"R;Tt.lE~T Of Rf\'ENlIE
''''AU 0' INDWIDU" TAm';,,-;' ....... I APPRAISEMENT, ALLOWANCE OR OISALLOWANCE ACN
0[01, ,"0001 ' , OF OEOUCTlONS, ANO ASSESSMENT OF TAX
liAll.RISllunG. pt. l"1R.OCOl IDATE 02..2..6-91
ESTATE OF ALEXA~n:::R CHARLES R FILE NO, 21 81-0569
OATE OF OEAT:' 08-25-81 COUNT~.l!IiIli;RLAND
NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS, MAKE CHECK PAYA8LE TO "REGISTER OF WILLS, AGENT".
103
REMIT PAYMENT TO:
PA 1 n08
REGISTER OF WILLS
CUM8ERLAND CO COURT
CARLISLE, PA 17013
r- Amount Remittee
HOUSE
COMMONWEALTH
PO BOX 1010
HBG
NATIONAL BAN
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REV-1547 EX (12-891
NOTICE OF INHERITANCE TAX APPRAISEMENT,
ESTATE OF ALEXANDER CHARLES
ALLOWANCE OR OISALLOWANCE OF OEDUCTIONS AND ASSESSMENT OF TAX
R FILE ND.21 81-0569 ACN 103 DATE 02-26-91
T A~. RETURN WAS: I I ACCEPTED AS FILED IX I CHANGED - SEE ATTACllED tRTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ~ 'PI - :-Om
~.:I~ "'<'>
APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN ",' ~ ~o
r", I (Jl:O
" Re.1 Est.le (Schedule AI I '1 .00 ~~~. ,0
1--' .~.: ;0 !""t"1
2, Stocks .nd 80nds (Schedule 81 ( 21 .OD ~'~l: I '9
.00 " ~ _'0
3, Closelv Held Stock/P.rtnershlp Interest (Schedule C) ( 31 t!-~ '1"'1
.00 {o.. .."TJ
4, Mortgllges/Notes Recelvilble (Schedule D) ( 41 " " ""0
5, ClSh/Blnk Deposits/MIsc. Personal Property (Schedule E) ( 51 .00 ~~r"'1
A. :/~
6, Jointlv Owned Property (Schedule Fl ( 61 --~ lr-
7. Transfers (Schctdule Gl ( 7) .00
8, T ot.l Assets ( 81 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral EKpenses/Admlnistr.tlVe Costs/MIscellaneous
Expense. (Schedule HI ( 91
10. Debts/Mortglge Lllbllltles/Liens (Schedule 1) (10)
11. Tet.1 DeductIons
12. Net Value of T'K Return
1 3. Ch.r.tlble/Go~e'nmp.nt.1 Be~uests (Schedule Jl
14. Net Value oi Est,te Subject to Tn
NOTE: If.n .........nt w.. ",u.d p...vlou.ly, 1 in.. 14, '5 .nd/or 16
...fl.ct ftgu.... th.t Include the total of lIJ.k r.turn. ......ed
ASSESSMENT OF TAX:
, 5. Amount of line 14 t.Kable .t 6% r.1E' (, 5l
, 6. A.mount of lin.. 14 taKable al 15% r.te (, 6l
17, PrInCIPII Tax Due
TAX CREDITS:
.00
.00
I")
1'21
1131
1141
.nd 17 wnl
to d.te.
.00
.00
.00
.00
. DD X,06-
.00 X, '5-
1'7)
.00
.OD
.00
07-25-90
562922
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AMOUNT PAID I
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46.256.32
PAVMENT
DATE
RECEIPT
NUM8EI;
DISCOUNT (+)
INTEREST 1-1
TOTAL TAX CREDIT 46.258.32
BALANCE DF TAX OUE 46.258.32CR
INTEREST .00
. IF PAID AFTEI; THIS DATE SEE REVEI;SE FOI; CALCULATION r--- TOTIlL OUE 46.256.32CR ,I
(IF ADDITIONAl 'NTfRrST
(If TOTAL DUE IS LESS fMAH SI, NO PAYMENT IS REOUIRED. If TOTAL OUE IS REfLECTED AS A
CUOIT (OR I YOU NAY IE OUE II REFUND. SEE REVERSE SIDE OF THIS fDItII fOR INSTRUCTIONS. I
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COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,2B06DI
HARRISBURG, PA 17128,0601
OECEDENT'S"NAME- --:--.:="". --'---'-~"':;'':'______m___'-'----'--'----~~l-FllE -NUMBER
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INHERITANCE TAX
EXPLANATION
OF CHANGES
SCHEDULE
ITEM
NO,
EXPLANATION OF CHANGES
n & II
.?.181 :(E6.L____
l.IU____________
Reduced to zero. Previ,ously ~9oe."ed under AC'1 H12 on Octoher 2~, 1982.
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TAX EXAMINER,
C'llrlotto Lll.llll(e
_ PAGE _____..._____
COMMONW;;ALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
ERNEST 0, PREA TE, Jr,
ATTORNEY GENERAL
MaJ:ch 8, 1991
Reply To:
ChaJ:itab1e Trusts and
Organizations Section
206 State Office Building
Philadelphia, PA 19130
Telephone: (215) 560-2402
Spencer G. Nauman, Jr.. Esquire
North Market SquaJ:e Building
122 Market Street
Harrisburg, PA 17108-0840
Re: 1:I;\,Ist Esta~e of Chal;J.Q:LR...-1\.lMillld!ll
Dear Mr. Nauman:
My apologies for taking this long to respond to your
correspondence of December of last year.
I have had an occasion to review the Account and other
documents submitted and, on behalf of this Office as parens
patriae for charities, would advise you that we are without
Objection to confirmation of the Account as stated.
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Lawrence Barth
Deputy Attorney General
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