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artiolesof household or personlll\lnU qr .l1doJ:'lltnl1nt Itlld all 1)01101ls
of 1nllu1,'anoo thoreon. If I do not predaool1.o my w!fo, I mako said
bequest: to mY'ohUdren Hving, at: tho UmQ of mydollth, to 1>>
divided among them lIS they shall 11\1 roe.
.I'l'~M IVI If I prudoOfJIue .my wife, M1;tNID M.
S'l'EMl\RW, I giye, devi.e and ooquoath unto my wHo, IIRLINl!l M.
~~EMIIR'J', and my 'daugh tor, otllNm S. DOC I< , tHl Truat:slllB (herf.linafter
oolleot1vely referreQ to ao t1Trusl:\'Io"), an amount, fJ:'ee of all
t~es, equal to the maximum macitlllJ\eduotion alloWftble to my
estate "for federal ""tate t:lIll purposes, reduoect by the aggregate
marital deduotion allowable for fl1d'ilJ:'al ostate t~ purposl)I for
other property or intarBst:s that plln OJ:' s,hall hlWS passed to my
spouse ot:herwise than und,~r th1Bolausa an.a that quali fy for the
sdd marital deduotion, and furthor reduced by an aIlIount, if any,
needed to inorealJe my taKable est:l\tlo to t:he largeSt: amoun~ t:hat,
aft:er allowing for t:ho unifiedoredi t: and any:ot:her oredits avdlable
to my uUh, will reiluH 1.n the j,mpo s it. ion of no federal 8IIt.ate
taK i IN TRUST NEVER'IHtIDLEaS, for the following USBEI and purposea I
; . -. ,- -... ;.-, .
(a) 'rhe Trustee shall'havl!l, hold, manage, invertt
and reinvest: the Bame, .oolloot: the ino9'1le, and beginning
at my death, pity o\,ler the net: ~noomll in qUlIrtedy
installments to my wife, AnLINm M. STEWAR,T, durihg her
lifet:1me.ThG Trusteo shall also, from time to tinle,
pay to Iny wHo Muoh amounts t)f pr illCipal of thh 'rrust
as the Trus\;ee dOl!ll1\lI llGoellllary for t:he proper IiIupport,
maintenanoe and medioal care of 'my wife. Addi tionally,
my TruRtaq shal.l pay to my wife such portions of the
prinoipalof! thh Trust: as oho ahall from time to time
tequut in writill\l.
PAIJB 2 o~" 9
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(bl Upon the death of my wife, dudng the oontinued
existenoe oe,this Truet,my Wrustee shall oonvoy and
pay over'all of t~e remaining assets, whether ocir.pu~or
" .
1noane, to or for the bElnefit of suoh person or peJ;'BOnf:l
0;' oorpoution or oorporaticms, pr the estate of my
wife, in suoh amounts or proportions, and in suoh
lawful interests or estates, whether absolutely or in
'trust, as my ,wife may haVe diraoted, oitheq; by, instru"
ment filed with the Trustee during her lifetime exar-
ohingthis Power of Appointment, or. by he.r Lut Wil~
and TelitM\ent. This Power of Appointment shall be'
exeroisable by my wife,l\loM. !lnd in all events. If t1)e
abovepowei:' of l\l'?po.intmant is for any reason not vaU,dly
exeroised by my wife in whole or part:. dudng her lifetime
o);'inher Last will and Test\lll\ent, then upon her death
suoh portion or all of the principal of this Trust or
suoh interests and estates therein as shall not have
been va1id1r appointed by her shall be added to the
assets governed l;ly ITlilM V of this will.
il
(C!) Only property whioh is ful~y eUgible for the
mad tal deCluc;lt1on under the feder.a1 'utate t:.aK law
,
. shall be asSigned t:.o this TtUl'It. Notwithstanding
anything to t:.he oontrary oontained in this Will, tl'\e
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Trustee of this Trust shall not retain beyond a reasonable
. '
timli any property whioh ma:{ at anytime be .or beoome
Unproduotive, nor Bhall they invest in unproductive
Property. Assets which do n.ot <1ualify for t.hemarital
deduot:.ion shall not be plaoed in this Trust. Tb the
extent also ,that other assEit's qu~lifyin\J for the marital
deduotion are. available, this bequest shall not be.
satisfied by .the dhtrib\it~On ,o.f I (1) assetswitlh
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(0) Upon tho dea th o~ my .sAid wife, tlr upon my
, c1e~th if ahe pt'8~"ClUIGlll 11\11 ,tho then remtl1ning pr in~
oipal .hall be dividec1 into as many eql,lal parts AI
~hElre arElthon U.ving ohUdrEln of mine !lnd then dG~
oeased child;,en of ~ine repulonted by then living
issue. One of s~id shares shl!ll be pdc1 to each Hving
childl and. one of said shares shall be paid to the then
living issue of each deoeased childl per stirpes.
In the event that any .suoh issue Of a de~
oeasedohild has net attained the age of tWentYMone
(21) years, the share of said benefidiary shall be ,held
by t~e Trustee, IN TRUST N~VERTHELmSS, to PaY to or for
the benefit of said beneficiary so muoh of the inoome
and prinoipal ofsdd share as is deemec'l proper in the
discretion Of the Trustee ~or the proper Iiluppert,
,
maintenance, welfare, medioal oare and eduoation of the
benef1oiary. ,The balanoe of the pr1no1pal and any
aooumulated1noome Iilhallbe paid to said benefioiary
upon attaining the age o.f ,twentYMone (21) years,
absoll,ltely and in fee simple.
ITEM VII No part of the inoome or pr1noipal
of the property held linder these Trusts Iilhall bEisUbjeot to
attaohi1\ent, levy Or Iileizure by any ored1tor, spouse, assignee or
trlie.tee or reoe1ver in bankruptoy of any benefioiary prior to hiB
or her aotual reoeipt thereof. The Trustee shall pay OVer the net
inoa1\e and the prinoipal to the parties herein designate!!, as
their1ntetest:B mllY appear, w:l.t:houtregard to any attempted
anticipation, pledging or assig~ent by any beneficiary under a '
TrU$t, and without r$g~rd to, any olaim thereto or attempted levy,
Il,Uaohment., ,ulilure or othe~Plliboe." against Iilaid benedoiary.
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OATH m' P~:MHONAl. RI~PR~:S~:NTA'I'IVE
COMMONWBALTI{ OF PENNSYLVANIA SSI
COUNTY OF CUMIlI.lRI.AN1)
Boforo 010, Ilw Roglster for tho Pr\lhlile of Wills IIl1d SrftllllllS \If I.oilers of AdmllllstrlllloR III nlld for tho Coullty of
Cumborh\lItl.porsoRully cnlllo Adine M. St:ew",ct: and oiOlno S. l"(lOtcon (Cormody Uock)
who, bolllS dIlly s\~or n
. tlo__tlopcsonRtlsaythat ftS Elxocut:c icol3
of tho hlSt Will nndfostnmont of Il,ober t: It. 8 t:OWOlC \', tlcooasotl
they will well nlld truly administer the goods nnd ehaltols..rlshts nRd erodlts of 8nld doeeasetl aeeordlna to lAW, Antl
also will dlllseR.uy oomply wllhthe provlsloRs of tho law relnlllls to TraRsfor InherltnRoe8. Sworn.!\Rtlsubsorlbed before me.
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DECREE
Be It remembered thnt.on the 28th day of October
reoorded the la8t Will and Testament or
the Bot9U9h of~amD Qill
Hobert H. St:ewart:
",-,A.Oit!981 ,thoro was probii1ed and
laIc of
Deoeased. L.otlersTest~mell tacv _were grnnted lo_l\clillo ~l.
Witness my halltl nRtl lirflolftl.'soaltho'tlny.and year nforesald.
, Cumberland County, Pennsylvania.
sto~art. and Dirolo s. Fearon
'?9d
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' 1cb~ {? .' ~-?4~~
, , Register
"~nn.ylVAnJ.1l OUllArtll\ent:
UurU\l ot lIlKAmJ.nllt:ipn
1',0. llaK 13327
Hlrrhburl/, I'll 1?1011
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1-'-'.'-T~,WU~'J.!.m ;:oren,
I 31 NQrtiliaoond
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OFFICIAL. Norlce OF Dl!iHRMINATION
AND ASSESSMENT OF PENN$YI.VANIA
eSTATe, TAX
I
.....----.il_.
lieN 201
Illig,
Street
1'7101
DATIl 10/27/132
SSTATS op,_ St;eWllrt, Rol?llrt If.
PILe HO, ~l~Bl ~lrn'!"o
COUHTY OPI_ . CUmberlA~_
DATI! OP PlATH I ----nTllng-
_~~M~R__~~M~__~___~_"__.__~__R.__"__~__~"_~__"M~___M_~__N-M_~.______________R_N.____M___V
A, llllTllRMIHATIOHI
I, leMobl, ..tot, bel "d ijponl
Th. ,Unlt,d Stot"lhtot. TOM R"ij,n (Porm 106)
Th* communlcotlon from tht P,derel GoYtrnm,nt
confl""lnv tht eQetptenct of 0' ohonv., to tht
PederalS.tett TQK R'Mn
~, Amount of ar,dlt fqr StQt, dileth lou, (uyerl/led)
3, P,nn'ylvenle InhtrltQno' tQ~ o'....ed '
, (uelijdlnv Qny dl'co~ntond/o, Inter''')
4, ,Hormollnhtfltonce tex pold to oth., Stot.. or
T ertltorl" of th,. United Stet.. (tMoludlnu
ony dl ,eqijnt ond/o/ Intt,..t) ,
5, Totollnhtrltenct tox cftdlh (IIn, Ittm 3 pin IIn. Ittm 4)
6. Totolllobllltyfor Ptnn'ylYonlo ..tote tox (lint Ittll1 2,
ml.IW' IIn. IItm$)
HOTlI Complet, IIn, Item' 1 ond 8 OHI. Y wh'n d,t'rmlnotlon
I, bo"d on p.deral.Clollnv l.,tI"
1. Amount o(Ptn",ylvonlo ..tet, tex e.....edan 'dtttrmlnetlan
doted '
0, Addition (ftductlon) ta F,"n'ylvenlo ..tet, tox(lln' Item 6
mlnu, IIn, Item 7)
$ lJ,02J,OO
$
30,623.00
$-
.00
$ 30,623.00
$
$ .00
$
$
D.t.rmlnotlon prtpored byl
Dettl
,
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8, ASSllSSMBHTI
1. P*nn,ylvonlo Ihtat, Tox ",Ieot.d ~nl
line Item A (6l '
Iln, Item A (8' ,
2, Lo," eredlhl
""lB,e,WMI!iT. ..AM.Q..l!.!iUAID
$
.........--
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~ ($ )
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~ ($ )
CRl!blT
=
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~o' Bul~nae of P,nn,ylvonlo..tate tox dije
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$
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to th. d~!e o. p~ym'nt.
AOHNt"Fon,fHli COMMoNweALTH
Dettl
SEe' RE VERSE SIPE FO~INSTRUCTIONS
APPLICATION FOR AND CON SENT ..
TO TRANSFER SECURITIES ",
REGISTERED IN THE NAME ~ .
OF A RESIDENT oeCEDENT . . .
-"--~.eL I~ TlQtj (M~ST ~'~'~~~'-I~-;~;~ICA~~~'-'---~-'--'---------- -'-~-i?^ Te~ti,;~.-/J,(:J
TO THE PENNSYLVANIA QI!PARTMENT OF ReVENUEI ,
, Application I. horob~ modo for, c:cnsont 10 tho tran.Ior of Iho following socvrltloa of aPonns~lvanla
Corporation or a National Banklno AS8a~lallon locatod In Ponlls~lvolllal '
(a) 1,000 .... (b) pengo Indust:ll!9.l4..lno.'. _(c) Q9ml\lOl1-
(l-lOTEI IR dO/lcrlblngllOcvrltlOl.ontor In (a), cb (1(11, olthortho numbor of aharos of .toc.k or tlHI faco amount of
reglsterod bond., In (b),. the Ram, of .Ihll IlIvlng company. cmd In (0) tho clol& of .toc;~ ortho. >>tatodlnlorOlt rato
and ma turlty dat. of r.gl.t'red bORds.), " ' ,. '
ISSUED oN Ootober 111.' 19B~ aRd having a TOrr AL MARKJ;:T V A'~\Je OF $ $lB r 750! qQ_
(0",.) ,
aaaf tho .dat' of dooth,of tho docodent, R9bAr r. n. Rt('lW~ l' r. .".-, on Oq't:obCiilP ~ 9, 19B 1
(NQm. 01 Pu,d.n') (Pa'. 01 d,Q'h)
r.OMMONIYF.AI.TlI OP l'eNNSVl..VANIA
1JI,I'MlTMHNT OP Rel'uNIIU
llUJlUAU OJ' COUNTV CO~l..UCTION5
who was ,Into of 735 Vis ta Dr! va,
(S,ra" Qnd Numb.,)
Cam!;:> Hill,
(Po,t 011/0')
Cumberlanc1,
(CQun'Y)
Pennsylvania
(stol.)
ThVllocurltl" are t.glstored al followSI Robert u. S\:ewatl..-,
(Nom. 0' nom.. 'n whloh 0';'1111001" 0,. IOgl.,...d)
i ' Arline M,Stlewart, 735 Vista Drive, Ol\1mp lli'll, IpA
1 ~Il(~, 'Diane s. I!'earen, 426 Deerf~Gl.9. Roaq, CampHillrPl\
~ '00- eXeCUTOR s. )' (N~m.) (Add,oll) '. ' .,
NAMe OF APPLICANT \~i;J,.li~m l~earen .mQqk\ir~
31 North Seoonc1 Street
COUNTY FilE NUMBER_21-S1-6!lO ADDRESS OF APP~ICANT IltIt'J:.U.l211l:9 . l1!\ ' 17:1,Q1 .'"
I BUREAU FILE NUMBER . " SIGNATURE OFAFPLICANL__..L2";),;,;1.i'(!:.e-...._....'.....o:...
i' HOTICEIIF YOU PAIl. TO PROPIlRLY 1'11.1.11'1 AHY PORTIOH OP THI.S APPI.ICATIOH.IT'WIl..1. HOT BE ,.,
COHSIDIlRSDCOMPI.I!TS AHD WILl. BIl RBTURNSD TO YOU FOR (:OMPI.I!TloN. ,
,. . .,
COMMONweAL THOF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES . oATa;!i;~jb~ J:!fJ:.,(j
I horob~ canaent tn the tranafor of the abov~ socurllles now roglBtored In tho name 01 the aforeseld
Dec~def1t'ond wolve Iheflllng o( a cortlflc!1te cor.tlfylng to the payment of tho tron,f\lr 'rhorllanco tOK 10 \l'hlch
tho properly .01 sald,Oocedlilntla madnubloctpursuont to tho prOvIsions ~f Iho Acl of, Julio 20, 1919, P',L, 521,
as omondod and th e Act of June '15, 1961,. P,L., ~73, asoh1l1nclod. ThIs Is a/so Hi occOtdCIf1CO with tho previsions' .
of tho Act ,of Aprl19, 1929, P,L. 343.,'
Thl~ ,Consont to Transfer tho horoln c1ucr/bod property oporotosonlyln reloronto to Iho o$talo of tho
abovo.namod Ooclldont.
Signed (or) tho Secrotory 9f Rovon e '
By '~?b. .~,tJ. ,.-:. (i'r//(;J_
') (51011 .) (ff / / .t.
_ )f~~,1:t1&', i:<-. .L_.,'..~~~)~~?lf:?L..,~I(,...<~-:-
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APPLICA 1'ION FOI~ AND CONSENT
TO TRANSFER S~CURITlES
REGISTERED IN TilE NAI.IF.
OF ^ H!;SIDEN1' DECEDENT
...----~...~-.-..-*- - ____H _....~..____._______..~_.._o-h-~~.o-_____n~..~.. -.~'---"'-----=--~~r--=--~~. ;~~,---
AePLIC~TIO.tl (MUST ae. FILeD IN TRIPLICATE) DATI! ' .. f).(;., J~, /JI.i:1.
TO TUE peNNSYL,VANIA DEPARTMENT OF REveNUJ:I
Application Is heroby modo 10rcCllsonllo tho tremslor 01 tho lollowlng so~urlllos 01 0 Ponnaylvanlu
CQrporatlon or c Nat\onalBanklng Assc~Iullon looatod In ponnsylvanlol ,
(0) 1 ,066 (b)E,tl\1phln ,Paposj,t ~!lnk ann Trllot. COmPII.!l.L(c) pommon
(NOTE, In doscrlblng ucvrlllos ontor .IR (0), ab 0/0, oHhllr Iho numbor of ahoros 01 atockor Ihll lac.1! omounl ul
roglslorod bonds, In (b), Iho namll 01 tho lsaulng ccmpony and In (c) Iho CItIS8 of ~tock or Iho alatod Intorosl rota
Md mOI,urllY doto of reglstlllod bonda.) ". . " .
COMMON\Ye^~ TII 01' l'eNN&VLVMlI^
DOI'MIH\VNT OP RaveNue
IIUIIC^U 01' COUNTY COUeCTlOHS
ISSUED ON
vadou El , and havlRg c TOTAL. MARKIn VNLUE OF $ 40,162.00
(0011) . '
oa of tho dotll oldllath of tho dOClldllRt,
Robert H, Stowar]
(Harne afD".edent)
~,on Ootober 19. 1981
(Ilate .lIf delllh)
who wo. 101101
735 Vista Dd,ve;
(Stte,' IIndHumb,,;
Camp Hill.
(1'.., 011I..),
cUfllbar l/.\n\'l.
(Caunty)
J?~nnBvlvllnin
(SIal.)
Thl ..curl II.. Olll roglatlltlld as followal
Robert H. Stewart
(Homo or .a",.. in ..hlth ."lIfl..,.. ." ro~'tlo"d)
1\rl:ine M.. Stewart, 735 viSta Drive,Cump HU1, p1\
Diane R. Faareh,'426Peillield Hoi:!!i,.camp !lill, PI'.
(H.me) (Add,...)
NAME OF APPLICANT _ .WU~iajT\ F:~fI~an., ElQQ!.lirq
.. 31 Nort Seocmd Straet
COUNTY FII.ENUMB~R.2..1-B '-65 0 ADDRIiSS OF APPLICANT Har rilly'.rg; PA-12J,.O~
BUREAU FilE. NUMBER ' " ' SIGNATURE OF APPLICANT /--1.'I7cd'V""---........
NOTICEI IP YCI.U PAIL. T9 PRoPIlRL.Y FI.~1. 11'1 ANY PORTION OP THIS APPLICATiON. It WILL NOT All
CONSIDHR~P COMPL.IlT~ AND WII.L. I:lH RIHURHElP TO YOU FOR COMPI.IlTION"
- " - - -- - - "'-~
---
COMMONWBALTHOF PliNNSYLVANIA - pEPi\RTMEN1'OF REVENUE
~QNSENT TO TRANSFERSIiCURITIES ' . ' .."!Jh ft lor). <17'"
DATE'~, /!}, ....d~:J
Ihoreby COnunt 10 Iho Ironsler 01 Ihll abovo socurllllls now raglslerad III the name 01 Iho olorlllol!
Pocodo'nl and' wolve Ih~ filing 010 eortHleate cortlfylng to the payment 01 Iho tronsler InhOll19noo tax 10 which
Ihe property of sold D"codanlla made sublect pursunnt 10 Ihe provlslollsof Iho Act 01 Juno 20, 1919. P.~. 521,
0$ llmendod and Iho Acl 01 Juno 15,1961, P.L. 373. os "mended. 1'hl&.I&(llso In (Icaordonco with Iho provisions
. . , . .
~bNl~R)
I cO-ExeCUTORs ,)
l.
01 the Act 01 April 9, 1929, P.L. ,343,
'thla Con"nt 10 Tronsfertho hOIlHn described proporly Oper910s only In toleronco 10 Iho oatalo of tho
ttbovo.nqmed Docedenl,
Slgne:I::...I~r~~ sacrota~)ol Ry..V. nu.o ,
ay_ZZ.jLt.;'#-c! 1-,q)fLn,:.'!".J._~
. /. . (slo'lfl6"l 'd / .',
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')>i!",r.,T: """ ,COMMONWeA~THOF tJElNN8YLVANIA'
o L04 9 I lit ca. . oePART~eNl OP "aVeNUe .,.' ,
N . ." i,' . ""d'f!lFIOIAL ReCEIPT' PllNNSVLVANIA INHeRITANCE AND ESTATE TAX
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A~~o~8monl Control No,
SAMOUNl
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'ecElveo FROM:
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_.___J'/j!,,"~U~M'tjU'4m, . .,q,
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E$TATe INFORMATION:
FILe NUMBeR
NAMe OF OEceOENT
,
DATE OF PAYMENT '
H.
MI
POSTMARK DATE
;OUNTV
DATB OF DEATH
ReMARKS
GTOTAL AMOUNT PAID
30,'.3.14
SEAL
ReCEiveD BY
".")/,)d~ .{f
,., ,. . NATURe
/,.,
~il< < H A'./
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...
..__-> ,_,__ ..._~. ..,_ .,j__. .._.un _~_.. ________.....__._ ~_.- _.--- _.~
.... _,.._......_ ._...... .___ UL..... ~q_ __,~. ._~.... ...___ ~--' ....:.... __.,n' ..-..., ,"'~_"T___' -
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INFOAMATION
Thl, docvment " the NOllce reqlllr.d 10 be given lInder Secllon 709, of Ih. Inl1.ril&n.o.e .nd EII'II T..' AOI
of 1961 (12 P,S, ..cllon 2486), . ,
It Ih, "...1' Plld Wllhln Ihr.. ((ll. monlh, e"" Ihl deoedenl's dUlh, ' dlScounl of ,610 of Ihe I.IX P,ld IS .1I0W'd,
Inh"lI.nce t... beeom.. dellnqu.nl nine (91 monlh. .ft.r Iho d.eed.nl'l dO'lh, Iniar.'1 I.eharged ,\ Ihe
, ~'I" 01 .1. (61 p.reenl p.r.llnum Of' Ihe .mounl 01 unp,ld IIX, (SEE eXAMPLE aeLOWI
exAMPLE: It, b,l,nce of lex du. 01 $2,000,00 II In . delinquent .IIIUI lrom (l-(l-BO, ,nd p,ym,nl II mlde
, on e- 23-80, Ille Inllr..1 I. c.lclIllI.d .. Indlc.led below: ' ----;
,STlP I
Oeltrmlne Ill. rale ef
Inl,..,l.IrOlm Ihe I.ble b'low,
I'
STIP 2
Mul\lply Ih. b,l.nc. of
Iii< due by Ih. rl\e 01
Inlere.I,
sUP G
Add Ih. In\8r..1
10 Ihe bel.noe of
I.. duo,
11\181011 lrom 3~03-80 10 6-23-S0
~OIull& In:
'2 Monlhl '. ,0 Itl
20 C'Y' . .LllO.ill
A.II of Inl8l..1 . ~T33e
8.1.1\00 of IIX duo
A.te of InlTNWAasT
$2.000:00
. .lll3aL-
$ 2S,70
all.no' of \.. dU'
l'TUi1nler..' 10
o.,.~nl (+1
Wfi'ir"1ii(iiid
Inl""\ 10 C.le
of p.ym.nl
.2.000,00
. 26,10
.2,028,70
,'. ., .' . '. ' -.. '
..'~....;... .. .. ... .. .. .. .. ... ..,.....<- .. _'.. ...._ .. .. .. ... .. "".,_ .. .. .. _,," .. .. - .. .. .. .. ...:-: - - ~ ...... .. .. .. .. .. .. .. .... .... "" ..I,.... "".. .. .- ":" ... .. ..
I monlh ,OOe, 4 monlh. 'g20 7 menlh. ,036 10 monlhl ,060
2 .monlh' ,010 6monllll . 28 8 monlh. ,040 11 monlh, ,0611
3 monlho ,o\e S monlhl ,030, 9 monlh. ,046 12 monlhl ,060
Id,y 'goo 17 11 d'VI .00lSS 2 I dlVI ,003&2
2 dlY' . 0034 12 d.y, ,0.0203 22 dlY' ,003e9
3 Clav. ,000111 1 3 dIy, ,00220 23,\lIVI ,003ae
4 dlY' ,0006B 14 d.y& .00237 24 d.v. ,00403
e dlY' ,00088 I 6 d.v& ,002eO 26 d.V' ,00420
B d.y, ,00101 1 6 d.y& .002e7 26 dlVl ,00437
7 dIva ,00\ \B l7 cI.YI ,002S4 27 d,YI ,004114
a d.yl ,001311 1 S d'YI .00301 2S d,YI ,0041\
9 d.YI ,001112 1 9 dlYS ,0031S 29 d'VI .004138
10 d'VI ,00169 20 dlyl ,00335 30 d'YI ,001100
oj' or .. .. .. .- ... .. '_ -rl ... .. .. ,;. .. .. ... _ _ .. .. .. .. .. ._ ..... .. .. .- .. ... ''- .. .:... - .. - .. .. .. .. .. ... c. .. ... .. ... ... .. ... ... ... ":'. .. .. .; .. . .. ... .. .. ..... .. ... ..
Any plrtv In Inll,,,I, Inoludlng Ih. Commonw..1\h lndlhe Plrson.1 '8pl...nI4\IVO, nOI "llIf.led WI\IIIIl.
lppr"..m.nl .nd ......m.nl m.v Obj'o\' Wllhln ,I.\y (60) dIY' ,llIr t.c.lpl 01 Ihll .Nollce 01 p/ovlded by
Slellon 100' OIf Ih. Inherll.no' .nd hl,'e TIi< ACI at '96 \ (12 P,S, 110, 24811 -' 100 \),
MAKE CHICK Oft MONIV llftOEI\ PAVA'~I TOI IllllallTlII OP WIl.LS, AQINT"
D~TACH THE TOP PORTION OP tHIS POAM AND SUBMIT. WITH VOUR PAVMeNT TO THe ReGISTeR OF WILLI! pOR
tHe ,COUNTV SHOWN ON tHe AeveAse, see THe INHeRITANce TAX INSTAUCTION SOOK FOA AODResS,
,
I"vuiltory ~l 1\1. ro~1 and p.r.o"~1 ..tate ~l
, _....,-'----.... ..1l9.1)n~t.,JJ,L., (t\;J11.~.!\lLtu' .._',__ ,.,..._.,' cleool.t ed,
~""",".:",,,,,=,,,,,,-,=_,,,,~~=,,,,~~~,",,,,,,=,,,,,;c,~,,~,~,",~,~,,,",",,..,,,,~ '000""-'" .,..,=""O,c:;.., ,'''' "-,,,"7',',"';,"" ,"-~~ -, ,C''', ,'-", ...;---~' _"..'..,'",:;',--"''"'c_.," 'CO-,' ~".
1. $J:OO,OOO pdnoh)ul .lInQunt., 130wuCJh of: At.clt,o C()).lo~lo 5~'1IUfb
gen~tl.\l obligation not.oH ipgUBd in 1979 und duo Sopt.. 15i 19B~ 95,DOO 00
Ii $1001000 p~inoival umount."BouthBrn ~oHigh Bohool pipt.rict. 0.40~
tax and reve\l1.1,0 not.eo ].901/02 Sor 1013 duo Juno 30, 19B2, '90 ,,500 00
3. Government Nut1r,lI1u1 MOI:t9n~B l\PBool.ut.ion 1.>001 'Ho. O!J'I,G!l,
cort,ifioatoNo. 290500, Juno .1., 1!l76 ~ 0% n\cltudn9 Juno 15, 200G
htIVin9 a prinoipulbl.llanOe,of. $70,71.0,G5U\!. .50'11 41,01602
1,,000 ah.are oommonetook of oono~pl pub1:\.d ut.LLlty Cotporul:l.on
at 5~11~ p~r ahuro
4.
5. unit,ad Stnteo .of l\medoa, $10,000 pdnoipul Illnount., O~l,/O%
'.L'rat\aur~ f3odel3."I3l\O~ 1.9B2 due l\ugust 15, 1!l02
6. 000 'l3h/:lroS of. .Nt~Holilll contr.ul13t\nk, (now Hamilton I3t\l1ll) tit $16
per ohare.' .
\ 7;
\ Bi
I
\9,
\
I
110.
I
n.
100" InLltaHmont Not.o - $0,654 due
". .
Elte.wartEqUit:>n\Ont Compt\oy,
Juna., 1902
l\ooruad Inte~aut ut 4%
Eltewu~t Bquipmqnt Company,
Juno, 1902
AccrUed IntoreQt
stownrt.!llqUiPI1\l:lot QompClnY,,:tn(l., :UHltaUmont Note ~ $53,906 cluo
Juno, UHI2'
l\cocuodXntoraBt
InQ., J:llotnUment Hot.o ~ ${;,401 duo
12.
POO,ooo principu1 tlmoLlllt, DaHIlO 8,11\001 Diot.dol:, 9.5% tax
t\nd r aVonue, not,ea" 1!l01(1962, cluo JUIlO 30,1902
$25,'000 prinbiPtll un\oUllt, Wost Bl1o~o 0(11\0,)1 oisl:dot., 6,.,5/0%
ljjenecul obligation bonclfJ,. ,fladoll 1\11 of 1!l76 I elLIe' Juno 1, 199B
1,006 .shUtoS OOl1\1110n atook of: I1<1L1Vhin l)()posH nLlnk& '1'ruf3t.
com?ari~ ut $37 peC ohor~ '
1901 W;HcedQf) nel\f\. BrJC pOL1l?e/ actu.\l auleo' pdco '
19131 Cu,Ullt\o lllootwood Sodm1'
$100~OOO non~i\l\;ocodt beur~ng not.o duted l\uQUSl:, 1901, from
DreW H. l~o"ton u\1d Diano s. ~'Bar.on t\13 co-m<lkon\
13.
],5.
(CO\ltinuet1 on ut.tuolJ(ld pholll:)
5,3.:\5 ,00
9,420 00
12,000 00
0,654 00
1.40 90
5,401 00
94 30
53,9110 00
92B 139
97,750 pO
141625 00
40,182 on
37,000 00
12,450 00
00;000 00
,
COMMQNWIlALtH OP PIINNIIYLVANIA
COUNTY Oil CUMBlRI.AND
}
...
Mt.lNm, M. S'l'EWl\R'l' l.\nd DXl\N!!l S. lI'IDl\I\VlN '
..._.,._ ___n..." _.,,.---._.______._..........;. ......................."1................--- ,_._.~---~-+."-,.-- .--"..--_. -.........,.----..-----...-.-,...-_,._,_.~. -+~.....~.......__.,_..._ h.,.. ._.., ... ,,~.-.. ".-'.-n....
bolng duly _Jm?.lm ,._.__ aooordlng to 10"", dopo,o,ond 10Y' thot thllY ___,.l\l;.Q..,______--...-,-,....---"",..
___IJi.X'\\lQ.l.tJa'.1.JNlL._"hh'___"""hh_'_"_h' .of tho liototo of -,-Hq~11tl:lL,at:oJ'{1.l.!tL....."-:""h___"~
1110 of ,_,.l:3.9_;:.Q!:\,9.lL9JL .Q~Jn~LJl;j,Jl"'h_"h"'~"_'_'_'_' Cumberland Coullly; Pa" dOooMod and thof tho
wllI"n " onlnvontory m~do by ..i,,----.,"7thQm---.-.~~----~---" tho ,01c/':'.JiJ.xgr;tl.l.t.I:;!.,Q$lIL_
of tho onllro OItnlo.of ,old dooodent, 00n,I,lIn9 of nil tho porIon AI prop,orly and .ro,,1 o,loto, OKOOpt roal ultotuou"ldo
Iho Oommonw\lalth of Ponn'ylyanla, andthot tho 119ur\l' oppo'II\I oaoh 110m of tho Invontory repro,ont It.." f(llr Yalue
AI of tho dato of dooodont',dooth. . .. '
-~~Y8Z-~-_-_-,-
bto.lor, Admlnlltrdllr,
l\rline M. stewart Piane S. V'oaroh
E~"y':j,p_\:!I-P.EJ...vo ili.,PO.Q.~1l:\.9),.c1 J~~.\'L
C<Ull? Iii,ll, Pl\ C<ll1V Hill, li>J\
17011 17011
'.l)~;;..j,n '.:-__.n:d ~Ub'O:.lbOd bOforo. mo. I
.' - UJ'+'I'r/, 0 ,~ .'. 19.e.2 .
- " 'M. ono, NOTARY PUQ~IO
,~/ ~ 8iMIPP~ON TWP" PUMa, 00,
~'~ . NO,tary ~"~'9N ~~PlRDQ lIrle~
. .' .. I 1. ~.-
M~ OQmmission Expires, ., " l')
.-.......----".....~-----...-~.. .~.-.----_......-----.. _...---.-....-~..--..,...
. Addroll
Dnto' '01 D~ath ~_,.~.l.~tlL________'__h_._':"_.u_.__,ciQtober...._n__-_l!l.6L__
DAV Month y,..
..,........._.....___._.-,.~u.
INSTRUCTIONS .
I. An.!nventory must bo IlIod within throo month, aftor nppolntmont of poraonal roprolontnllvo.
2.... Ajupplomontlnv~ntory mil&! bo flied within thirty day, 01 dlloovory 01 addltlonol olloh.
3. Addlllonll.1 ,hooh moy bo otloohad nl to por,onalty or roolty
4. $00 ArflolelV, Flduolnrlol' Act of 19<19.
~ I
~ ~'~ 1
t 'I ~
~
I ~..~ ~ 'tJ 1 I
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~ ~ ~' w I
'f
~ ~ !
c3
110-
J
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j ~ .Ii
J
APPLICATION FOR ANn CONSENT
TO TRANSI~ER SgCUI~ITlES
REGISTERED IN THr~ NAME
OF A RESI!JENT [)ECEDENT
'__..___~.~.._.."'u'~"'" ".__ ._______..nc.................._ ~.~ .*-.-_ '~-"~"----',"'~' m --.--......---:-...... ..,h.."_....__...~.......~.._.'.~~u._ ,._..---.~,_.~...............~-~:7~----;,j7:1~..--
~lQ.lll (MUST Be PILeD IN TRIPLICATE) ", DATS.;,,' .L~[ '/'-\, /~I '1 ,
TO THE PENNSYLVANIA DEPARTMENT OF ReveNUE, .
Appllcutlun 18 horoby mad\! for calsont 1(1 tho tronafor of Iho following socurlllos afuPonl1sylvunla
Corporation or a Notional BonklRO Aaaoclutlon locatad In Ponnsylvl1l1lU1
(a). BOO (b) National C(:111~..l!!I.!l~. (t\owllamilton ~.!<(b) oommon .' '
(NOTE, In doaorlblnp toourltln oRt,r In (u), cb 010, olthor tho numbor of sharaa of stcck or tho foco amount of
rOIlI~torod banda, In (b), tho namo of tho luulnll compcnY and In (a) thq clclsa of stock llrthe stutud Inl.orOltroto
and maturity do to of 1I1l1,t.rod bonds.) , . "
'June20r1979,Sept.2B,1979, . ."
ISSUED ON Jtll'\lJn~V ~g,'~9BO , and having a TOTAL MARKin VAWE! OF $J 2 ,BOO. 00
(P~I,) .
aa of tha date of dualh of tho doo.dent, Robert H. Stewart " an October' ~ i 1981
(Ng,.. 0' P'..~'n') . (PoI. gf dlathl
Camp 11 U 1, Cumber land., ~enOllytval');I.a
""'.. '
(Pd,' Offl~.) (C.~nty) ($Iot.)'
COMMONWr.M,T11 OP PI!HHSVLVMlIA
I>IlP^IHMI!HT OP IlI!VUHlIl!
Ollllll^ll OP cOUNTY COI.~I!CTIONS
who waa lot, of .
,
J35 Vista Driva,
,
(SI,,,, IInd Nu,.b.,)
i'mom~
I cO-EXECUTORS ,)
f
The SlIcurltlos'cre reglstor,d aa followSI,_ l'\ol;Je.rLll..... ~tewe,rt
, . ' . (N."'" IIg,... In whloh ,"llIloot.. II" 'oul.'or.d) ,
Adine M. S,tewart, 735 Vista Drive, Camtl Hill, .1>1\
Diane S., l~earen, 426 DeerHe ld' Road, Camp \I ill, 1'1\
(NQI'/,.) - - (^d~,ou)
NAME! OF A~PLICANT WillciEllrl li'eMQl'I.E~Qllir.~
I ' . 31 North aeoonasEreel;.
COUNTY FILE NUMI3ER.1'-B '''''652....- ADDRESS OF APPLICANT -1!.gj:J;j.J3.Q,\..\J.,~l\ 171,9J_.........:-
BUREAU FILl! NUMBa~ . _SIGNATURE Or APPL.\CANT . /"1--';2..,1':.1'--'--"::::"
NOTICEI .II' ,YOU PAIl.. TQ PROPl!RL V PILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT DE
"CONSI\>ERl!D cOMPLEn; AND WILL flE RETURNEP TO,YOU FPRCOMPl..l!T101'l.
.. -' ... ~-
.. ......--. . . . .. ...., -- -
COMMONWE!ALTH OP PENNSYLVANIA - DEPARTMENT OF REVENUE
. CONSENT TO TRANS PER seCURITIJ:~ ' DATE/!lg,./?::/~,f~q
I hereby QQnaehlto tho transfor of thoabovo .aoQurltlo$ now roglalored In Iho name 01 the of ores old
,
O,e;edent ond walvo tho f1Iln\J~f a cortlflccto c~rtlfylilgtathe payment of the tronslorlnhorltanco tox to which
the properly of aald ()oCQdont la made subloc! pursuant to th,provlslons of tho Actaf Juno 20, 1919, p.L. 521,
,
as amendod and tho Act a.! Juno 15,1961, P.!.. 373, oS amondod.Thls Is olsll In occor\lanco with tho prllvlslans
of ther Act 01 April 9, 1929, P.L. 343.
ThlaCllnaonlto 'l'ronafor tho haroln doscrluod property QIlarafos only In roforanco to the, oatole. C1f tho
cbovo.nomed D'c~dent.
ttJ I~~'~
"~".'.\(.lM.\'Z'"
r, \"~'-'h'~
!,...I41:'f~;t
SI911~d~l~f. h~ Socrotary o."f Rev~nu... .
;:/J ;4 "W)" ~o) , !','./
13v 2t' C" ~~,
,_ . tI,; ._..J .
, ,) (SIOllol. !
.:.,!J....~:~~. ~.c,;:.._ ~"d2.(.,4:~~.::!A--,--
-'-c:li)ijJ , rC:~II'r)
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"
COMMONWUAI.TII OF I'UHHSVI.VAHIA
DUPARTMUHT OF RllVIlNUU
OUflUAlI OF COUNTY C:OLLUCTIOtlS
APPLICATION FOR AND CONSeNT
TO TRANSI'ER sr:CURITII~S
REGISTeRED IN nm NAME
OF A RESIDENT DECEDE~IT
~--.~.__---...._'_" _....____..,_~__>_+__'____..n'......T___.__... ..' n_'.__m~.,-.._._.~_._~.u_________"-_._"_<''''_ "'-'.'UU"_" _0_...___..._' ,~"..'__n'_._'-'__",,"'_""~___""'__~.____'_ -.......- ~
~ (MUST ae FILED IN TRIPLICATE)
TO THe PENNSYLVANIA DE!PARTMENTOF REVENUEI
Application la horobyrnado for e ~fiOnt to tho trnnafor of tho follcwlng socurltlos of c Pohnaylvanla
Corporation or!! National Banking Aaaoclollori locatod In Pannaylvanlal " ",
(a) 1,000 (b). GElOlill:a11'ubl.ic Ut:il it:iqILCorp~l;illo.o-.(a)_.QQI\UllQll._ "
(NOTEI In deserlblnp ..eurllll,ll enter In (a), ab Ole, elthor tho number of sharn cf sloak cr the faco'arnqunt of
reglatared bondi, In (blithe name of the Issuing eompcny ond In (e) tho class of atock or tho IItatod IntO(llllt rato
ond moturlly date of reglateredbondl,) , .. , '
ISSUEDON Ju1:r 2,1900 ,andhavlnooTOTA~.MARKeTVAILUeOFS5,125.00
(Patl)
aaof the date of dbt1th'of.thodecedeRt, Hobel:\:IJ, p.tew~r.t
(Nam. al p,..d.nl)
DATe
J~6~l1J
who WOI lat. of 735, Vhtlot Ddvll{
(SI..,I M4 'Nu",~.,l
C(lmP lIill,
(POl' OIfIPl) ,
,OR_Pqtobl:lto H1.r lClRl
, (POll 91 d,gth)
Cumbol:1and, Vennsv1vapia
(C~unty) . (llgtl)
Tn' ncurltl" or& reolatered oa followa' Robert: fl. St:e,wart:
(Ham. 0' nam.. In whloh .a"lIloolo, or' ,0gl,lor.d)
, . . /\l:line M. St:eWAl:t:, 73.5 vista Ddve(Camp tiill,. 1'/\
I . >,g1Wilillt>,lrIllR) Diane S. Feal:Qn, 426 Deet:fie1d noad~I1\P..HiU. 1>1\
co~eXeCUTOR S ) (No",.) (Add,,,,)
~ ' NAlAE OF APPLICANT. IHlliam Fe,Hen, BSClUil:e
, , . '.. .' . 31 Notth Sooond SCl:eel:
. COUNTY FIL.E, NUMBeR 21-6 1-fi50,ADPRESS OF APPLICA\'IT .-!la..[.d!.1~-l-Jj\. 1 ~10.),
LJUREAU FILe NUMBeR' SIGI~ATURE OF APPL.ICANT../7"/;.-;::7-.:t'~~,~-- ,
. MOTlCHI. IP YO.U P.AIL. TO P ROPHRI.YF IL.L. IM.AMY. PORTIOM OF T.HIS APPL.ICA'1'.IOH,tT.. WILL. H.or.l!. Il. ~..
. COHSIDIlRIlD.COMPL.HTIl AND WIL.L. nil RIlTURHI!D TO YOU FOR COMPLETIOM;
-.----,.... .. - . . - _.~.
II ' , "COMMONWeAL THaI" PENNSYL VAN.IA - PEP. ART.MEN'T OF REVENUE - .' -
, CONSENT TO TRANSFER SECURITI.es , ' PATrJ.q-zU(iJ~ )11'''
I hereby conaent to thl! transfer of tho.abovl! ueurltles now reglstorod In the naine 01 th~.(/';;eaald
D&coderlt ond walvo the. f1llhg of a cettllli:ato certllylng to the poyment cl tho tranalor Inhorltance hiM to. which
the properly of laid Deeedont Is modo aubloct pu.rauant to tl\~provl$lorlaol thl! Act of June 20, 1919, P.~. 521,
a.s amendedo'nd tho Act of June 15, 1,961, P.L, 3n, as amendod. This Is,a150 In oeeotdoncowUh tho provllllons
of Ihe Act of April 9, 1929, P.L. 343.,
Thll Consent to 'rrohalor the horoln doscrlbod property OlloratO$ only In referonae'to tho osl6te of thl!
obove'nam~d D~cadont.
~~~~.
~~t~,
S.,,:~,s'''oI''r 'I~R.O onuo,
By . ,J!." (), J~_
:) . ($Iu I.) ;;'
.. !e:AAc_.,:-:"._,_il. 1{,,:m/~1l~~,..l-~
7:~ n) '(COU"'rl
R!V,UOO ~X t (Nil II ,;')c:"', ~ ''/
nUR!A\I OP eMAMINATION
peNN8VLVANIA DQPARTMQNT OP RSVeN\le
P,O. BOM S327
HAARIOOURO, PA 1710S
Oecedent'l Name (LIII, Flrlt, a~d Mlddlelnltlall
S\:Gwart, Hobert II.
DeceASED SoclllSecurltV Number Date of 08llh
196"05-5404 Obtabor 19 L901
I. OrlglnAl'Return 0 2, Supplemenlll Return 0
CHeCK
APPR D.
PRIATE
INHERITANCli TAX RETURN
Rli810liNT bUOUOliNT
Fila Number .:) 1- .}' I--G).SO
Oecedent'l Addre"
735 Viata IlriVG
Cmnp II i.ll, 1'(1
l70U
3, RemAinder Return 0
4, Life Bltlte 0 6, Foderel Eltete lex GJ '
Return Required.
BLOCKS e, Decedent died tlltlte 7, Decedent mAintAined I living 0 e, Number of life depolll D
(AUach copvof Willi X trUII (AU"h co of truld' box8llnventorled'
CDRRE. All cor'81pondence And cenfldantlal tax Ihformallon ,hould be directed to:,
SPDN PUT NamA
Computation 01 TIK
16, Amount ulllM14 tmb"al 0% rete (16) ~~51.Q r 305. G 2
(Inelude value, from Schedule Kl
to, Amount 011lne.14 taxableat t6% rate (101 J:!olle
(InQlude vAlulI from oohadule K)
17, PrlMlpaltexdue (Add taxlrom line 16 plul taK Irom line 1 el
1 A, Total PrIor pavmentll
(a) Amount Paid' NOll e .
(bl PIUIDlloount None,
(0) Mlnullnterelt 'Nohe. (ISI None
, 10,' Salence Due U1ne17 tnlnUlllne 181
Make Cheok Pevable tol Raglltei'ol WillI, Agent
I"' PLEASE REOHECK MATH"""
!ieCAPIT.
ULATION
AND
TAX
CALCU,
LATION
Wi~liam 'earon, Baquir6
Telephone No,
(717) 230.-1731
RecapltulAllon
I, Rill Eltate (Schedule A)
2, StookA ar\dOondl (Schedulo al
3, Olo181V Hold Slock/Plnnorlhlp Intefllt (Schedule 01
4, Mongagat and Nalel (Sohadulo D)
6, Ca.lh a Mlloelleneuu, Per,nnll.Proporty (Sohodule E)
6, Jolntlv Owned Proporty (SoMdule Fl
7, Trentfon (8chldule 0) ,
6, Total DrOll AIIIII (totll IInol 1,11
0, Funlral liKlllnlD1 Admlnlltratlve O,om/Mllollloneoul
, EKPln,al(Schodule HI
10, Debtl/Monglgu/l!lnl (Sohedulo II
11. Totll DeduvUonl !tot,llInol 0 a 101
12, Net Vllue of Elteta (line 8 mlnUI IIno 111
13, Oharltable aequllIl (eohedule J)
14, Net Vllue lubleot to tox lIIne12 mlnUlllnl t31
llatr~13bUrq, Pa
011
17101
StltO
( 11 NQne
( 21,127,301.02
(31 None
( 41169,295,09
(6) 233,494, 60
(el None 'raxable
( 71 None
~
;'1JmJ'
t.,'""
!~g
i ;;T~)
1".1
CH
, ,
".It
'!I'!!;
-'
I..,,)
;. '
Sf .-\
530,'0~1.51
( 81
(.91 19'i705. 09
(101 0
(tll 19/705,89
(121 510,385.62
(13) None
(14) 510,305.62 "
x,oe~ 30.62~.14
Klt6"_ NOI";,
(17) 30,623,14
(191
30,623.14'
-
Under penaltlel of plrlury, I dlellre thl.ll hm eKlmlned thll roturn, lnaludlng acoompanvlng IOhedulellnd Ilalementl, end to the bell of mV knowledge
and belief, II ItUue, oorreCl, Ind eOl1lpllte, Deolaratlon of preperer o'hlr then lho plr,onal roprll8ntatlve'I blled on alllnformatlon'bf whloh ptepater h81 '
Invknowlldgl, t, ...."..Ui-.. /_ 735 Vista DrlVl;l." ,/../ ...,..t).~
I .f!!1!&..~ Carn);> lIilL PlI 17011 . _/1"7-- /L
SIGNA]1JRE FFpRS AJ,..l:1JIPRas&NTAT!yE(SI 426 ADDRESS Deer field Hoad './. OAT' D
~,-~ . '1"-,, . Carn.!? lIill, PlI 17011 .... /,.(1?-/1:..1-
;t-~1-'--'-"-'-~:::.e~'\---"'~--__:>J I //.-/, I ,/ (lJ" ///7', ti1, 7/r -z. / j7---'
SIGNA1'URE OF FRePARE OTHER THAN REPRBseNTATlve ADDRESS / ' OATS'
COMMONWIIA\,TH OP PIINNSVLVANIA
INHeRITANOI TAX RITURN
ResloaNT DIOeD.NT
SaTATl! OP
SOHEOU\.:E "0"
MORTOAOES AND NOTES
J
FILE NUMBeR
;!!l-0~-6$O
VALUE At DATP.
OF DEATH
UY.'I01IM'(H"
Bobel't Ii. stew~ I' t
("'" ,~ 111 IIlnW.ownt<l wllh ~18h\ ~t ,"rvlyo"hlp m~1I ba d'..lolI~ on 80ha~1I11 "p'"
ITEM
NUMBI!R
DESCRIPTION
3.,
s.tewal't EqU ipment CQmp~ny, Inc. , Instl:\l1ment: Note
$0,6S4due June, 1902 $ 0,654.00
l\ccrued In tarest ).46.90
stewart j11qu i pmen t Compl:\ny, Inc. , Installment Nota
$5,481 dU!i1 June, 1962 5,401.00
Aocrued Interest 94.30
stewart \11qu ipmen t Comp.t1;y , Inc., Inst:~l1ment Note'
$5.3,9.66 due June, 1962 53,96B.OO
Accrued In tereat 92B.a9
.."
2.
I;'
4. $100,000 non-intereat be~ring note d~ted Augupt, l~B).,
,from ,Drew S. ~enton ~nd piane s. Fearen as co-makers 100,000.00
TOTAL (Allo enteron line 4. l'IeoDPltulatlotii
$169,295.09
(If ",or. IP'Ol l,nN"a. Inll" .d"l\l~n'llh..tI .1 11m' 11..1
."'.11101)(-41',111
COMMONWIAI. TH OF PINNaVLVANIA
INHIRITANOITAX RITURN
RI81011NT OeOIlOIlNT
liBTATI OF
Hobert II. Stewart
SCHEOUL.E "0"
TR.ANSFERS
FILii NUMBeR
2:L-5:L..650
1, Old, dsoedent mekeeny IIfetlmo tranlfarof property without rooolvlng 0 vuluoblo ond ndoqUO,\e oonlldorotlon whloh wot
to take ellsot In pOllolllon ond enJovmont 01 or ofter doolh, or In whloh Iho dooodent rololntid ellher:,
o. tho pOII",lon or enJoymont cl Or Iho rluht t!llnoomo frl,lm Iho pmpor\y .tranllorrod? or,
b. the right to dOlIOnftte'thOporlon, Whqlhell pOllell or onjoy tho proporlV trenlforrod or Inoomol or
q. S rovorllonarY Intorelt?
________""i"i"'__________ -- - -.---- -----.-
2. Old qsooqent In hlllllo\lmo meke 0 tranller, tha oonlldoratlon lor whloh wal tronlloroo', Promllo to pay Inoomo tOi
or lor tho bonellt or nore 01, decodent?
VIIB NO
X
X
.J(
X
-
------------ ........------:----,- -.----- ---
3. Old deoedent,ai any time, tranller property, the bonoflolal onjovmont 01 whloh WOI lubjoot 10 change becoUle of 0
rOlorvodpower to eltor. omond, or revoko, or whloh oould rovort to dllGodent undor torm, ol.lronllor or by operation of
law? ' '
X
_____.,~_-_- __._______ _'_~___r- -..----
-
4. Old deoodent wllhln two yean 01 doath tranllor a matorlal port 01 hll or hor oltQ\o without reoelvlng 0 voluoble and
odoquate oonllderatlon?
X
I '
- --,- -'~ - - - ~--------- - ----- ----
IP THa ANSWIiI'lTO ANVOP THIi ABOVIi QUISTIONS 18 VSS, DESORIBS THIi PROPBRTV BB~9W.
DliOBDIiNT'8 DOLLAR VALUE
, ASSESSED TOTAL. VALUE % OP DEOEDENT'S
DESCRIPTION OF PROPliRTV VALUE OF AS.SET INTEReST INTliRIiST'
ITEM
NL.lMBER
A,
Roal Ellote:
1,
None,
B.
Penonol Property:
'/
Non~.
TOTAL IAllo onlor on line 1, Rece hlll'tlon) . ..
!If mot. 'Pin. I. "Meted Inllrt .ddltlo"tl thittt of i.me ,I..)
"
..
(
"
flrtiollHI of. hOllClOhold Ol: po l.-/Jonnl U~lO 01:, ul1clrnmon t /ll1d 011 po1.i,oioa
of 1naul.'nnoo \:l1or.oon. If:t ('0 llot 1?1.'llldoco/.l/.1l:l my w:l.f.u, :t lO/lkOBClic1
b'lCJUOI~t to ,my ch.Udl'rJ1l Hving fit t:ho Hms ell! my c1onth, to lXl
divir.16d (lmon\1 tholR liS thoy fJhull !\~p"oo.
l'n~t1 I V I IfI )?l7 "doolHllo1e my wHo, 1\lU,lNIIl "h
S'l'mwlll~',l', J; \live, dGvise and bfl<;)UGath unto my wi fo, I\nr.INlD M.
STEWlIIl'l', artCI my dtlughter, DI1\NID S. nOCK" aB 'J,'rUllteeD (hereinnftor
oollaot:lvaly reft:ll~red to as "'J.'rul:1tee"), flll/lmOunt:, fl;ElO of all
taxes, egual to the maximum m/\rital. dG~uot:ion nllowllble to my
estate foX' fc\lt.'1e:ral $"tatE! tax purpoaes, reduoed by the t\gg:cognto
marita1deduct:l.on allowable fo);' fedoral estate tax p\\l;'poaes ,for
,other proPelrty or interests that Pltss or ,shall huve pal3l3edto my
spOuse ,otherwise than. under this olauBe and that <:Jualifyfor,the
sa.:l.dmar;l.,Ml ,deduotion,and further rod\,oed !?yan amount,' if any,
neeCl13Cl to ;l.noroaQe my taxable estate to the largest ainount. that,
after allOWing for the unifiel'l o;redit /\nClany othel; oreClj,tsavtlila!;lle
! to my eatat;(l, will rasuH in .theimposition of no federal estate
tax, IN TRUST 1'lT:1VlJJH\L'HFJLESS, for the following uses nndpu.1:J?osas.
(0) The \l'rustee 611/\11 have; h,old, manage, invost:
ahd reinvest the same, oolledtthe inoomu, and beginning
al: my den thl pay ovar the net inoome in Cjl\,rr:tedy
1iI'...._,uo..__...,.;I
in,~tallm(;1nts to my \df(~, I\RL I Hl11 M. S'J.'F.1NAR'J.', during hGlr
Ufet1me. The Trtlt;1tee shall lIlso, froin \:ime to t:\.m0,
pay to my'\~ifa Bu'eh amounts of prinoipnl of thin 'l'ruat:
as the'l':rustee deema ncdessfU:y for the pr.operil\\ppc,n:t,.
ma inton/\llo~ and !11edioaJ. ollro Of my wi fe. /\deli \:.tonally,
my True tV'El shall pny to my wi fa suoh )?Ol;'Hons of tho
prinoipnl of t.his \l'rllst ao sho shall from timo to HIOIil
requost in writing.
Page 2 of 9
. "/ II
I' 'if /.
,. ..".1 .
,~. . "./ . ",."
, ~
"
"
(lJ) Upon t.he clqnuh of my 'w.tfo, cl\td,lll1 t:he; (lOllt:,tlluod
oxLmtonoa 02 thip '~uut:, my Wruutao ~Inll Donvoy nnd
pny avor' nIl 01: the rO!T1nitdnll /If.IMot:n, I~llouhor OOl'llllQ nr
inoomo, to 01' for thCl bonaUt; of au"h par.u(1Il or paru()ll/;I
; .. .. ,,"..
"Or oorporAtion or qorporllu,t.onu, ell: tho oot:nt:o of my
Wife, itl fJu,CJh I1mOlltltll or, propor\:ionll, nn,(\ :Ln Imoh
lnwt!ul in.t:eraeh Or ElI.1l~.<<t;(la, Wnot:hor IIbao~\lt:oly Or in
trust, aJl_,l))y' w~~,~,~Il)ItYJ)f:lY!'l..C,H.re.2~!'l~' o.i.t:her by inat:ru..
ment: ..filed wit:h the 'J.1ruato\l during her lifot::t.nlu OKal:-'
o1aingt:hiFJ J.>ol~er of Appointment, or by her' Luat: Will
!1n,dTeatament. 'l'hia POW,(3l:' of ./\ppoint:meni: shAll be
l;!)(lu:o!allPle l;ly my .wife alonG and in all eVGnt:s. :tf' thl)
above Power of Appointment hi for any rOMon not vl\l!Cily
exeroieadby my. wife in whole or part dudng her li:Cet.tme
"
or in' nt'lr Last tUll and '1'estament, thon upon her dont:h,
Buch porHon or all of 'theprino1pal of t.his il=lISb ol:'
~lUcll inte,reets and esta tas thaX'Cil1n aa shall not have
been v,1lid ly appqintocl by her ahflU pO llddocl to tho
~sse,tsgrlVornod by ITEM V of thin NUL
(0) bnly' property Whioh ia, f:ul,ly o1ioibla for the
mad tal ,clod \lotion Undor tho feclarnl estata tax 11M
8hllU be tlsa:lgnac1 to th.i.e 'l'r\lat. Not\~it:hatahdltlg
,',]. .. '. ,
Myt:hi1l9 to tho oontrary oont:llllled inthia Nill/ tho
Trustee of this TrUl;tshnll no!: rotain boyonCi tI l:UufI0J111blo
timo' any pt'oparty \~h.toh mllY at alw t:Lmo ba or baoomo
unpr.oduoHve, nor ahull thC1Y .tnVtlsl: ~,n unprocluotivo
propF.ll:'ty.. lIsfJtll:a whioh c1onot: q\lulify fOl: tho mural'll
deduol::l,on shull notbo 1'11\00(1 In tld.a 'l'i,'\lst:. '.1.'0 tho'
extant alBo thot other Maahs qu,lll.i.f,y:l.I1\J for 't:ho I1ind,l:ul
dadllot1l;ln m:o lIVuil tlble /.th:l,s bOl)\lI;lf.It uhul1 not IXl
Elllt.i.afiad by the diatr:l.bution ofl (1) ullsol:a Idt:h
l'n<<l.'l 3 of 9
'/
,
"
\:,
;C ..
'.
" .
.
i'
"
('ell UI?on tl\o dOli t.h of, my n.II:La \~if.l1, 01: upon IllY
dmoth if' silo pl:'mdOQot'HIOS ma, tho t.holl r.Glillrdn,inQ prill"
oillC\l I;Iholl bo div:l,dod ;\,nl:o OfJ rnony oC]\.ll11. par.ta 0/;1
t.here tlra t.han living oh:l.ldren ,of minI;) and thon do"
"oaaaed ohildrell of mina r.Glp~'(lIFJont.ac1 by then ,1iV1.11~
~Ilaua. One oj! sa:l.d ah'Il':ea ShAll be pnid to (IAOhlivinu
ohit el, 'and one of /lAid ahar.as shClll b!;l paid to t.hethon
UVing 1sBue, ofc;1l:\oh ClEloeaaed ohild, par 1'll:i:r.ptlB.
In the event that any suoh issue of a do..
oeased ahnd hu not aU,uined the age oi'twolH.y...ono
(21') Yflll\rS, the share of saUl bene;fio:\.<ll'Y shall be 11eld
,
,
by tOa Trustaa, IN TRUS'.v NEVERTHElLESS, to pay to or for
t.he l;lenefi tof saidbenef:l.olary so rnl.\Oh, ofthti inoome
and pril10ipal qf /laid shal;'e AS is doamod proper in the
d1soretion o;f the Trustea for the proper f3\1pport,
rnaint.erwnoG; waLllara, medioal oar.e and eduoot:lon of tho
belll'J;fic:LI~+-.v. ~hobal/\noa of the l'r.,i.no,ipal El)\(l any
t\POllR\U1!\I:Q<! ihoolOO ahail be pdd to said btlll()f:l,cli~l:y,
upon a{:.b.i.ning the age of twenty"one (21.) yonra,
abao), l.~tC\ly and in fau simple.
"t'l',~r~ VI.
---
No l'~rt of till'! ,tncoma or pr,inoipal
of the property hold llnder thoSG Tr.usts f.lhollbs. uub;loat to
attaohment:., lovy or se:lzure by any credU:.Ol:, f;lpolJ[ll\l,aaai~lloe or
trUf3i:.ElO orreco:lver in ban}O!li' I"y of: any ballef:ldeo:y lJr:\.01: to his
or her 1I0tual reoa.ipt thereof ~ Thl!l '.crustae ahnll l'lay over ,thG net
inoane and the pr:l.noipal to tho part:..i6s ha1:Cl:lIl dl;lll,ig tlnt<!lc1 i as
their :I,ntarGEtta may oppear, \~:\.tho.ut rl.lgarCl to any nttr:lI11pt.,Qd
ant:l.o:lpnt:\.on, i?iedn;\,llg or nss:l.(Jnment by tiny bOhcf,!'o:lnl:'Y ll\lrt~r a
TrUll 1:., and wit:houtr()\1nrd to tiny olatm theroto oj: td:.trtlll\)?t~d lovy,
a t ttlOhlM!ll 1.1, aeiiura 01,' other pl:ooaflll Illl/d,nflt ani,l bonoJLic1.i./lry.
l:'llgaO of. 9
" ; )
i/~ '/). ,
. I ~ . .
,,.",- -:~
,
'.
; ,.'
(h) '!'O,votQ IlnY aharal3 of. utook. wh~.oh for.m II lltn:t:
of the \1stncC) or. '.1'r.\js 1;, unc1 t;o othl'lr.who oKoro,i,llo all
~h\!lpowal.'fJ tnoitlont: to tho OW1lo;r./;/hip oJ! rmoh /;1\;00)1;.
(i) In the disoretion of my lnK,eolltor or. Tl;ullCQO,
to un:l.te'wHh Ot:ll\'lr. ownf.!r~ of. a1.nd.l,A:l;' property ii'
oat-tying ou1,: flny plo,M for the reorganilln Hon oJ! tiny
,ool:'J?orntd.on Or oOt1\~any who/le fJooudtiefil form a )ilfll:t: of
the el11:ate.
(j) '1'0 .do d lather nota in the:lr. judgment
deemed neoEl13sf'lrY or Clesirablafor. cha proper. and
advantogeoU13 management, investmerttand distribution
of the estate or. '.1'ru/lt.
,
$'1'r~M V;o::r. Any };lI:arsQn, Other thl\~ my.wi:f.a;
who shall ~lIve died at tho Slime tiAle as :I! shaq. hl:\Vo, or. ii' a
oOll1mon distll3tCl:r.' with ma, .ot' U.nClar 'suoh o;troumstanoes thl.\t ;I. tis
'diff!Clult: or j,lnpoasipla tlO c1ateii'nine who dierl Urst, f3hall be
deeme~ to h<<vl!I predeoeased me. If my\~ife and I c:'l!e at the sal1\e
time, 0.'" in 1\ oommon c:'lisaster, 01:' under sUdho1rcUIOI;I!;nno,ee t.hat it.
:l:s c'liffiou.1t. ot in\posl;lib~a to C1Elta:rmi,ne who c1ied :!!irat, ll1y,~ife
shall be deomQlc'l to h/;\,</e a~r'</ived me. Any par.son (othor,j:llan
m;tf.lol:l!) who' .shaH have. diad at t::hl'lsame' time us MY j:han raoipia.nt
of ;!.nQome or 1n.a oommon dhaetel:' with l3uoh bonefio1nl:Y ,o~ under
such oil:'QUmBtahol;l~ t:hat it is d.tffioult: ~r ilnposaiblato dGt~l:mi~(]
who died firs'!;, shall ,be deemed to hava p:rOdeoea13Gl'\ such hene"
, ,
fioiaty .
,:r'.1'mt~ .~I I herebY nomil1l\ta, oOlln!;ituta nnd'
I\t)boint my wi f;C!l, AJU,INE M. S'l'EI~1In'r, , IInel my duugh tar, \)I1Il~1!1 8. '
Mal<, ,to be my ExeoUtors I horain oOlla(:ltively tl~~er.red to as
JJi
I?li9~ O,.Of Sl
I j~' /
.' /l" '
.,," II. ',.'.