HomeMy WebLinkAbout81-00679
No. 21..81 ; ';'<1
peTITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Bllatil of
Marctsret' It, Dantels
, deollleed.
To Flegleter of Wille for the oounty of Oumberland, In the OommonWllalth of Penneylvanla,
p.\Il1oner~) III (M) the eKeout!jlF named In the,Lael Will and Tlletall1enl of
Margaret H. ,paniels ," daled
Oeoedent wae a oltl~en of the Unlled Statee and areelden! of Camn. Hi1:j.
Tew"tnllt (Borough). cumberland Oounty, Oommonwealth of Pennsylvania,
Oeoedent died on Sa t.~rqay, the 24th day of betol?er. ~.O, 19.1l.L-; In the
Oountyof Oauphin m\\U:r itlP~rCl HosQ.) ,State of~rQ , It the age of ~ yeara,
Oeoedent has (hlll'm;l\l bilen married and fl... (hIe not) had Qhlldrlln born tool:\l(A (her) alMethe eK'
toullon of theaboVll desorlbed Will.
Oeoedehtwu p08ae8lled of per80nal property to the value of $ 7 0 I 009. 90
, and of ,real eetatt to the valve of (onlY, real est.ate is resiqence~il'lt name of
deoedent aM surviving spouse)
ae near aa,oan be aaoertalned; 8ald relll estate altuatedaafollowa 2700, !,inooln St.reet,'
Camp Hill, Pennsylvania
Therefore, your petltlon$r~) reepeptlully appl.,(le8) lor the probate of the said Laet Will and TEle,\ll' ,
"minI llnd for Let\ere Teatamllnlary theron.
Oaled November 5. 1~81
Namll and addre8ll
01 Pelllloner(e)
~~ffE F~~~:L
27'00 LinoalnStrl;lSt.
Camp Hi1~, Pennsylvania 17011
,
OOMMONWeALTH OF PENNSYLVANIA 1 el
QOUNTY OFOUMElERLAND ,
Belden L. Daniels
lI.mEld In above application, being duly, sworn
ala\t9mente eet forth In thle pelltlon are true to the beet of
aooordlng 10 law eaYle) thaI ,the
, his, kno:-vledge and bllllef.
9"'''';11 . and llubeorlbed before
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Flied: November 9, 1981
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forever, ,an e1mount eqUal to the melximum marital deduotion allowable
in determining th$ Federal Estate TaX on my estate for Federal
EstelteTax purposes, iess the value for Federell Estate ,T~x purposes
"
of all, other !tl;lms whioh ,pass OF have passed to my husbl!lnd under
other provisions of this Will, under ~nsuran(le pOltpies"or otMr-
W~se, but only to !!luoh extent that suoh items arG inoluded in,my
groSS\ilstate and are alloW,able as a marital deduotion for Federal
Estate Tax pUl:'poses.
In making the oomputations neoessaryto detel:'mine t,he
amount of this gift and bequest, the final determinations of values
for Fedel:'a,1. Estate Tax, pUl:'poses Shal,l oontrol, In tne sole power
and discretion of my Executel:', the' payment of this amount may be
made whollY or partly ~n oasn or proPGl:'ty, as selected by him or
it, provided, 110wever, that my Executor shall have no ,power to
allOoate assets, inoludin~ cash, between this bequest and my ~e-
siduary estate other than equitably, so that any appreoiation or
depreoiat,ion in the various assets ,available for distribution,
,edQUrrin9 after the valuf;ls of s,uoh assets for Federal Estate ,Tax
purposes have been finally determined, shall be fa1l:'lyapportioned
as o~ the date or dates of distribution between this bequest and
my residuary estate,
a. I give, devise and bequeath all the rest, residue
and remainder of my estate, of every nature and wheresoever situate,
but without in any way limiting the generality oftheforegoinq"
all proPerty acquired by me or to whioh I may beoome entitled, all,
proPerty over whioh I now have or may hereafter aoquire, any powe~
of appointment, and aU property herein attempted to be disposed
"
of, the dispOSition whereof, by reason ,ot laPse or other dause,
shall fail to tlke effect, ,to my Trustee hereinafter named, in
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(SEAL)
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trust, neverthaless I to hold ,manage, inv~st al10 reinvest I;he
sama, to (lolleol; the inoome therefrom and to dispoae of the ,prin~
oipal and nst inccme therefrom as followsl
1. During t:he lifet:imeofmy hUl!lband, BID~DIllN
~, OAN:!:Ill~S, a1+ of the net income shall be pdd to him
qu~rterly or in other "oonvenient inst.allments, and lIfl muoh
of, the, principal t:hereof as my Trustee, in ,its sole d:Lscre"
tion, may deem proper or necessary for his support, hul th
01;' genEiral welfare and enjoyment: of life, taking into oon..
s!deration the standard of living ,to wh:\.oh my husband was
aooustomed at the time of my death l1,nd all other inoome and
resouroes ava:\.lable to h:\.m for suoh purpol!les,
2, upon the death of my husb~nd, the re"
main:\.ng pr:\.noipal of \;hil!l Trust and any undistributed income
"oall be pa:\.d over and d:\.stributed :\.nequal shares to my
ch:\.1dren, BIllLDElN, HULL DAN:!:ElLS, MARGARET DAmElLS KOOISTRA and
NANCY DANIIllLS KOEHLIllR, or to the:\.r :\.sE1ue, per st:l.rpes,
ITIllM V, If my husband, BIllLDIlll'l r...DI\NIE~S, faill!l to l!Iur"
v:\.ve me, then I g:\.ve, dev:\.se, and bequeath all of the rest ,residue
and remainder of my estate, :I.n,equal'shares, to my ohildren,
B~LDIlJN HULL DANIELS, MARGARET OAN:!:EL8 KOOISTRA and NANCY DANIELS
KOEHLER, cr to their issue, per stirpes"
;'
ITEM VI. If my husband, BELDEN L. DANIELS, and I die:\.n
a common disaster or under o:\.rcumstances such that it is d:\.fflioult
or :\.mpoaa:\.ble to determine with certainty which of Us surv:\.ved the
"
other, it shall bE! conolus:\.ve1y presumed tl1L\tI predeceal!led my
husband;
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ITlllM VII. I hereby nominate, oonst~ t\lta and appoint my,
husband, Blllf,.PEN f,.. DANIJ.!JL.B, aaExeoutor of thia , my Last Will an<1
Testament, If my husband, BELDEN L, DANIELS, predeoeases me or
fails t,(,) qualify as Exeoutor, or hf,wing qualified, dies or resigns
or b,eoomes inoapaoitated to aot as suoh, then I hEl~eby nomin!lte,
oorlstitute and appoint NATIONAL CENTRAL BANK of Harrisburg, Penn~
sylvania, its suooessor or suooessors by, any merger, oonversion or
Qonsolidation ,as the Exeoutor of tl1is my Last will and Testament.
I hereby nominate, oonsti tute and ~ppoint NATIONAL CI!lN,TRAL
BANK as Trust.ee of the Trust oreated by iTEM IV of this Will.
ITlllM VIII. Any p~operty whioh beoomes distribut~bl~
under ITEM IV B of this Will to a minor and any property whioh
passes \lnder ITEM V of this Will toa minor shall beheld by NATIONAL
CENTRAL BANK as Guardian for suo,h minor dUring minority. In the
oase of any suoh minor, the Guardian may, during minority, apply suoh
amounts ofprinoipal of the property held in guardianship, and suoh
'amounts of inoome therefrom fls, in its sole i disoretion, i,t deems
proper for the support, eduoation and welfare of suoh minor and shall
aooumulate any unexpendedbalanoe of inoome. suoh amounts may be
applied direotly or may .be paid to the person who has the oare and
oontrol of suoh minor, Without the intervention of any guardian,
, ' " , , ' . i
The Guar,d1an shU1 not be obligated to supervise or inquire into
tne app1ioation of suohamounts by any person rll'ceiving the11\" and the
reoeipt of suoh person shall be a oOmplete release of the Guardian.
, ShOUld thfl amount1::hUs held in Guardianship for a,ny 'suoh
minor, in the sole opinion of the Guardian, be or bedome too small
to warrant thus holding auoh fund, or ahol.l1d its admirlistration
be or beoome 1mpraotioa1 for any other reason, the Guardian, in
"U~s so~e disoretion, may p,ay suoh amount, absolUtely, to the pllrent
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o~ o~h~r p~r~on mainta~ning said minor, or may depdsitsu~h share
in th$ minor's name in a savings aooount in a savings institutioh
of its ohoosing, payable to the minor at majodty, '
ITEM IX. Po1;lestat:e, inheritanoe, legaoy, suooession
or t:ra.nsfer1;:aXss (inoluding any interest and penalties thereon)
imposed. by any domestio or foreign laws 'now or hereafter in foroe
with respeot to aU property t,axable under s1,lch lawS by reason of
my death, whether or n'at suoh Property passes u,ndor thil3, my Will,
and whether suoh taxes ,be p~yable by my sstate Or by any reoipient
of any suoh proper.ty, shall be paid by my Illxeoutor, at suoh t,ime
Or times, as may be deemed advisable, out. of, my general estate as
p~rt of' the expenses of administration thereof with no" ri9ht
of reimbursement from any reoipient of any s1,loh property,
ITEM X, ~o interest ,of any benefioiaryundsr thieWill
01;' any Codicil hereto ,shall be suJ;lject to antioipation or, to
voluntary or involUntary alienation,
!TIllM XI, I herebY authorize my Illxeoutor to makspartial
or oomplete distribution to benefioiaries of my estate, from time
to, til)le, dUring the adminil\ltration thereof, to distributeunequa3:
,
'amounts to ~imilar benefioiaries, from time to time, during suoh
administration and to make suoh other distributions during ad-
ministration as he or,il; shall determine. Nothing oontained in
this Item shall be oonstrued as authorizing my Illxeoutor or the
Trustee to vary the dispositive provisions of this Will.
ITlllM XII, ! hereby expressly authorize and empower my
G~;I:tl1eslles,
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IIlxecu1;or and also the Trus,tee 011 the Trust herein oreated, in
his or its sole and absolute disoretion.
(a) To purohase or otherwise aoquire, and to retdn,
whether originally II part of my estate OI' subsequently acquired,
any and ,all s1;ook, bonds, notes or other securities, inoluding
stock of the Trustee, or any variety of real or personal property,
inoluding stooks or interest in investment trusts and oommon
trust funds,aa may' be deemed advisable, whether or not suoh inM
veatments b,e of suoh oharaqter as to oonstitute legal investments
by fiduoiaries.
(b) To seH, lease, pledge, mortgage, trans fer, eXM
ohal,ge, oonvert or otherwise dispose of, or grant options wi th
respect to, any and all prqperty at any time forming a part of my
estate or of the trust estate, in suoh manner, at suoh" time or
times, for,suoh purposes, for such prioes and upon such terms,
oredits and oonditions as may be deemed advisable. Any lease made
by the Exeoutor or ,by the Trustee may extend beyond the period
fixed by statute for leases made by fiduciaries and beyond the
dU,rat!on of the Trust. '
, '
(0) To borrow suoh sums of money ,as may be required for
the purposes of adrninisteringmy estate or the trust estate, from
my IIlxeo\,\tor or' Trustee, as individuals or as fiduoiariell under
any other trust agreement, or from such other persons as may be
desired and to seoure the loan by a pledge of all or any part of
t~e trust property, or mortgage, and to execute an aooompanying
bond authorizing the confession of jud~ment, and plain or
collateral notes, or other evidenoes of indebtednes$, Persons or
oorporations advanoing money to my Exeoutor or Trustee need not
,At d ,J1"/ h I ,,1/~d/4~t: [,.
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~Dqu~re into the neoessity, eX~edienoyor propriety of s~oh a
laan" nor '~ee tp the f\pplicat:l.on of the money atlvanoed,
(d) To vote in person or by general or limited proxy
with respeot to any sharea ,of stook or other ;sepurities held by
them, to oonsent, direotly or thr.ough a oommitteeolZ other aliJsnt,
to the reorgl'lnhation, oonsolidation, merger, dissolution or
liq"idation of any oorporation in,whioh my estate or the trust
~state may have any interest, or to the sl'lle, lease, pledge or
mortgage of any property by or to any suoh oorporation/ and to
make I'lny payments and to take any steps whioh may be deemedne~
oessary ,or proper to obtain the benefit of any suoh transaotion.
(e) To hold investments in the name of a nominee.
(f) To oomplete, extend, modify Or renew any ~oans,
notes, bonds, mortgages, oontraots or any other obligations whioh
I may own or to whioh I may be a party or,whioh may be liens 0;'
oharges agairietany of my" property or against my estate, although
;J: may not be l!aple thereon, in suoh manner as may be deemed ad~
'VisablBl.. to pay, oompromise, oompo\.\nd, adjust, submit to arbitra'"
tion, sell or, release any olaims or demands of my estate or the
,trust estate as may be dE1emed Il\dVisable,r including the" aooeptanoe
of deeds of real Property in satisfaotion of bonds and mortgages I
and to make any payments in oonneotion therewith whioh maybe
deemed advisable,
(g) To make, distribution of my estate or of the prin-
oipal'of the trust estate in kind and to oause any share to be
oomposed of oash, property or undivided fraotional shares in
proPerty different in kind from any other share.
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(h) 'To e~eoute and deliver any and all instruments
in writing whiQh ,1\lay be c;leemed advisable to, oarry out any of the
fore~oing powers. No party to any suoh instrument in ~riting
l!ligned by my lilxeoutor or by the Truatee shall be obUgeq,to in~
quire i~to its'va1iditY or be bound to see to the applio~tion by
the lilxedutor or Trustee of any money or other property paid or
,delivered to them pursuant to the terms of any suoh instrument.
(i) To join with my husband, in filing any inoome tax
return forat\y year in whioh such joinder is permitted b'y law and
to pay all or such ratable share of allY taxe s thereon as shall be
deemed Proper, and to consent to any gifts made py my husband
d~ring my lifotime as having been made one"ha1f by me for the pur-
pose of any gift tax law, and the exercise of such authority shall
,
be final and oondlusive and not subjeot to question by ~ny perBon,
ITEM XII!. National Central Bank shall be entitled to
Q01\lpensation for its servioes as ~xeoutor, Trustee or Guardian
hereunder ~n aooordanoe with, its ehnd!lrd sdhedule of oharges
durrently in affeot at the time its servioes are oalled for and
from time to time during "the period in whioh E!uoh servioes are
performed.
,,;
IN W:t'I,'NmsS WHlilREOF, I, MARGARET H, DANIlilLS, the Testatr~x,
haye to this Last Will and Tes,tament, written on eight (e) aheete of
/, ',3
papElr, aet my hand lIInd seal this day of Febr\.lary, 1979.
Signed, sealed, p~lishsd )
arid declared by the above~ )
nan\ed, MARGARET ,H. DANIlDLS, )
as and for her Last WiJ.l and )
Teatan\ent in the preeenoe of )
Ul!l Who haye hereunto subsoribed)
our names at her >>equest as )
witnesses tnereto,in the pre" )
~I!IEm'ce of the said TElstatrix )
nd of eaOh other. )
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA as:
COUNTY OF CUMBERLAND
Before mo, the R~~lster for the prohute of Wills und arllnllna of Lettora of Admlnlstru,tlon In and for the CountY of
Cumberll\nd, personully came r, C! t ~',j! \0\ \.. 0... ~ \'~ l ~
who, belna duly c;. uJ 41 ~ \1\ , doCr ~ depose and auy that as ~ y.. to L L t (J '\I
of the last Will and Testament of ' (\.(\ "2l "'" l!I..v II!. t tL.-.O A "^ \ <:it S deoealOd
~ ~ will well and truly admlnlater theaoods and chattels, rlahts and oredlts of said deoealOd acoordlna to law, And
also will dlllaenlly Qomply with the provlslon$ of the law relallna to Transfer Inherltanoes, ~ ~ · vc'\<\llnd subsoribed before me.
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Realster
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DECREE
Bo It remembered that on the
9th_day of
November A D 19 8]
, ." '
Margaret il. Danicil~
i thero was orobated and
late of
tenorded the last Will and Tostament of
Camp Hill
Deceased. Letters Telltamentary were ,aranted to
Witness my hand and offlolal seal the day and year aforesal,d.
Belden
, Cumberland CountY, PennsylVania,
L, 'Daniels
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REV.IDOO EM . 10.811
BURSAU OP SKAMINATION
PSNNSVLVANIA DSPARTMSNT Op RUVSNUE
P.O, BOK 8327
HARRISBURG, fA 1710B
DeOldenl'1 Hlmo (~III, Flrll, Ind Mlddlo Inltlell
IE I ~ , MAROI\RDl'r ~. -
DEOEA D loolllleourlty Humber ,,' Olle of 0011l!. '
,lB4-36-7070 October 24~ 19B1
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OHEOK I, Orlglnll Rei urn Ii] 2. Supplonlenlll ROlurn 0
-,
INHIiRITANOI! TAX f\ETURN
RESIDENT DEOEDENT
Plio Numbor ..,~ I-(;J/~ ~, 7"/
OocollOIlI'1 Addrol!
2700 Lincoln Street
Camp \lill, PI\ 17011
3. Rem,lndor Return 0
APPRO.
PRIATE
BLOOKI
OORRE.
IPONOENT Nlmo l'iilliam, H. Wood, Eaq.
TelephonO No.
(717) 255-B045
6. POdorol EIIIIO Tlx II]
,Relum Roqulred, '
6. Docedenl died tGltllO n 7, Docodont mllllleloell e living r::l 6, Numbor of lefl dlPoll1 ,r.l1
(Altleh oopy of Willi U Irult (AIIIOh oopy ollruIII~ ' , box8IInvlntorlld, U-I
All eorr8lPondenQe ,"d oonflllontlllllx IlIlonllllloll Ihould bedlreoled tUI
4, ~1fo Eltlle D
011
~10 W,,1nl1t RI'r.....t
P 0 130 1226
Harrisburg, PI\
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17108
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TAX
RIOIpllullllon
1. ROIl Elleto (Sohedule Al
2. Btooklend Dondl (Schedule 01
3. Olololy Held SlocklPerlnenhlp Intorell (Schedule 0)
4,' Mortglgelend Nolol (SOllodule DI
6. 08lh& Mhoelleneoul Porlnnll Prollerty (80hodulo E)
6. JolnllY Ownod ProperlY (Bchedule F)
7, Tronlfart (Sohed,lle 0)
S, Toill Oroll'Allell (totolllnel 1.71
6, FUMrl1 Exponl8l Ad'mlnlllrltlvo COltllMllcelllneoul
Expenm (Schedule HI
10, DebtJIMortglg8llLIOhl (Schedule n
II. Totel Deductlonl hO\8111nil9 & 10)
12. Net Velue 01 ~lIote UlneS mlnu.llne 11)
13, O~lrltlble Bequelll (Schedule J)
14, Net Velue lubject to tax IIIne12 mlnu, line 13)
(11 MO-
( 21.$ 77,797.75
( 3) -8-
( 4) - -
( 61 1, ill, :31
( 91
( 11 -0-
( B) 6,663.94
(10) 370,00
i!
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\.v
REOI\PIT.
~LATION
AND
,,',
( S) --118,909.06
OALCU.
LATION
(111 7,033,94"
(121 7;[.875.12
(13) , -0-
(14)_.71,875,12
oomputatlOn 01 rlx
lB. Amollnt of IIna 14tmble It 6% rate (16) _71, 875 .12
, (Include veluel from 60hedule kl
Ie. Amount of IIno 14 Imblo M 16% rite (161
(Include velu.. from Schedule KI
17, ' Prln~lplllax due (add tax Irom II11el6 plultex Irol)1l1ne 161
1 S. Tot,1 Prior paymenll:
(I) Amount Plld $ 4 L31.~, 51..--"
(bl Plu.Dllcount_
(01 Mlnu.lnterBIt (161 J..!J~ 1
lB. Blllnoo Dlle (line 11 mlnUllllle IS)
, . Make Ohook Poyoble lol Reglll8r of WillI, Agent
. . · P~BASB REOHEOK MATH · · ·
'-
X,oe"
4,:312.51
x.l~"
(17)
4,312,51
(191
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Under ponllllOl olperlury, 1 declare thai I hlv,o exemlned Ihl. rOlurn, Inoludlng Iccompanylng .ohedul8lend .tltemenll, and to Ihe ball ,01 my knowledge
end bellel,l\ I. true" correot, Ind ~,P ~, ' eollrlllon of preplrer other thin the Ilouo,nal,repr8lenlltlVel. bmd on III Information 01 whloh prepa,rer hll
InYknOWladg~~ ' " .;(:. , 2700 Lincoln St" ,
. .-'.", Camp Hill, I?I\ 17011 .. 7/13/82
SIGNATURE OP peRSONAL REPRBSSNTATIVE(S) ADDRESS ' DATS
Balden L, panielB,E~ecUtor of Eatate-Mar~\rAt H ~ni~1R
""Xr1,' ,') / i /1 210 Nalnut ., P,o. ox 1226
~ ' , ,,_ Harrisburg, PI\ 17108
SIGNATURE OP PREPARER 01'H R THAN RSPRB&aNTATlva ADDRESS
') /( l <; 1-
. " DATE
m.llO"K. I"'''
SCHEDULE "0"
MORTGAGeS AND NOT8S
COMMONWeAl.TH OF peNNSVl.VANIA
INHeRITANOe TAX ReTURN
R.lloeNT oeQIOIN'1'
eSTATE OP " '
, MARGl\R/ll';l' Ii, Dl\NXElLS I
PIL~ NUM!.\ER
Deoeased
(01111 ro In o'"llv-oWned With AIDhl of aUIVI.or.hlp mull ~. dl..llllirt on a.h.rtul. "P"l
~
ITEM
NUM8liR
DESCRIPTION
VAI.UII AT DATE
OF DI!ATH
-
-o~
1,
NONI!l
TOTA!,;(AIIO enteron \1M 4, Rocopltulatlonl
".
.
...o~
Of mot. ,piloe "ntided U'l"rt .ddltlo".1 thMU"of Mml II..)
'. >j'
IlIY.llOt INt ('.111
COMMONWIAl.THPP PINN8VI.VANIA'
INHI"ITANOITAX RITURN
"'''PINT PIOIOINT
SOHeDULe "p"
JOINTL V OWNBD PROpeRTY
RBTATIl 01' PIl.B NUM SR
MARGARE\l' II. DANIm~s, Deoeased
(Thll..hodUI, mUll b, ..mplll~ 111111 ~"od,nl, II thl IIml of hll or her dlllh, ownld Inv property "' I lolnt Ilnlnt wlt~ Ihl ,Ight 01 lu,Ylvo"hlp,1
-
Jolnttlnlnt!t)1 Belden:t.. D\lniels ana Margaret II, Panie],p
A.
NAMe
Belden~, Daniels
ADDRess
2700~'inooH\ (3t, ,Camp II .~l
&,
Q.
JolntlyoWnld prop~rtYI
T R
ITIIM UiTTRR POI'
NUMBRR J01NTTINANT DeSCRIPTION OF PROPERTY
I.
,A.
2. A
3. A
4. A
S. A
6. A
rh A
8. A
Residenoe at 2700
~ino01h St. ,Camp Hill
Household furniShing",
Silverware'
1980 Volkswagen Dashe
Automobile
1977 ~ora Country
Squire automobile
certifioate of Peposi
CCNB
Cheoking Aoot,-CCNB
Camp Hill, Pa.
savings Aoot,Hamil-
ton a~nklHarris~urg
SEE RIPER ATTACHED
REI..ATIONllHI
Spouse
TOTAL V~LUE DECBDIlNT'S DOLLAn VALue OF
, OF ASSIZ'f; % INTeReST DeOEDIlNT'S INTeRIlST
105,000,00
241000.00
44,000.00
None
9,000.00
4,500,00
1,500.00
2,.951,00
4,760,00
,TOTAl. (Alto Ihllr on 111'118, AlOlpltullllonl
IIf mo" ..,..tll nttdod Inlltl tddlllontllh..,IOf IImt '1.,1
, $19$,1711. 00
II'HIIOlKi 1','11
COMMONWIALTH 01' PINNSVLVANIA
INHIRITANoI TAl< RETURN
RSIIDSNT DICHDINT
BSTATE OF
SCHEDULE "0"
TRANSFERS
FILE NUMaER
~U\RGJ\mn'l' II. PI\Ntl.'JLS, pECI!ll\Smn
-
1. Old dllledent mIke Iny IIfelllne Iramfer 01 properly without reoelvlnu a valuehlo and adequeto eonslderatlon whleh WII
to tlke elloot In pOllelllon and enJoymant et or eftor dOlth. or In whloh tho doeodont rotoined eltherl
D. th. pOII..llon or enjoyment of or tho rluht to Inoome from the proJ,erty lIensferred? or,
b. th. right to d..lgnete Ihe pDl'lOnl who Ihell pOllel1 or enjoy the property trensforred or Inoqme: or
o. a r.v""lonery Interelt?
vas NO
X
--------.----..- - - - - - -..- --:-' - - --- -- -----
2. Old dllled.nt In hllllfotlme make. trenlfor, tho oonsldoretlon for whleh weltrenlfnrae'l promllo 10 pey Ineom. to,
or forlhe benlflt or DIre of, dooedont1
------------ - ---.-------- ------- --- -
3. Old dooed'ht, It .ny time.. trenlfer prop.rty, the beneflolal enjoyment of whloh wellublbotto ohlngo bOOIUle of.
rllerved pOWlr to .ller, Imond, or revoko, or Whloh oould rovert to dooodetlt undor terms of trlnlfer or by oplrltlon of
law? -' . l\
--------------~---- ------~,-~- -
4. Old dooDdDnt within two yem of death trlnsfer a matarll.1 pert of hll or het eltele without rooelvlng e vllueble .nd X
adaqulte oO~llderDtlon?
- -~--..........- - - - ~- --------- - --,-"""--- - --- - -
-
DECEDENT'S OOLI.AR VALUE
ITEM ASSESSED TOTAL VALUE % OF DBCEDSNT'S
NUMBSR DESCRIPTION OFPROPERiY VALUE OF ASSET INTEREST' INTBRBST
-
A. ROIl Eltete 1
1. None -0-
.
,
,
B. Perlonel PropertYI-
1. amm ATTACHED REVOCI\BLE TRUST
DATED JULY 14, 1971, AND
RELATED LATTER DATED
NOVEMl3mR 23, 1981.
,
.
TOTAL (Alloenter on line 7, Rocloltullllonl . .
-
II' THB ANSWBPI TO ANV 01' THB ABOVB QUSSTIONS 18 YIlS, DIlSORIBB THB PRQPBR'rV BBLOW.
lit moro IP..OII nfldfd Inll" oddlllonlllhMt,. 01 ,omolln'
'I'
~'
I
" I:
, .,
,'" ,;.."
,. ""
, ~/ '.'1\
, .
RmVOOAnL~ WRUST ^q3mmMmN~
TRUST ~QRmmMmNT MQde JUly/~ 1971 between Bm~DmN L.
DANIlllLS and M1\1\GARl1lT H. OANI1ilLa, hisw~fe, both of Oamp f1:Lll,
Cumberland Oounty, Pennsylvan:La (here:Lnafter referred to lIS the
','Settlors") and NATIONALOIilN'l'ML BANI< of Hardsburg, oauph:Ln CQI,mty,
pennsylvan:La (here:Lnaft:er ref!u:red to as 1:1)e "Trustee").
I. TRUST' PRO~l!lRTX
ror good and valuable cons:Lderat:Lons, the Settlors hereby
transfer and del:Lver to the Trustee the secur:Lt:Les l:Lsted :Ln the
schedule attached heretol ~o have and to hold the same and any c8sh,
seour:Lt:Les end other property wh:Lch the Trustee may, pursuant to.
the prov:Ldons of th:Ls \t'rust Agteemeu1t, at any t:Lme hereaftsr hold'
,
or acquire, all of such proparty beinq hereafter referred' to 0011so-
t:Lvelyas ths"Trust Eeta te", for the uses and purposes and upon the
terms and conditions herein set forth.
II.. OIapOSI\t'IVE PRO~ISION~
The Trustee shall hold, manage, :Lnvest and reinvest the
Trust Estate and shall collect the incomethereol, and shall dispos.
ol! the net.:Lnoems and pdno:Lpal as followsl
(a) During the period both Settlors ate living, the
Trustee shall pnyto the Settlers.all of the net income in quarterly
"
or otl1!!lr oonvenient installments. If at any time the 8&t1:10%.'8 shall
both become mentally or physically inoapaoitated for any reason, 80
lIB .to be unable to lIct 'in the:Lr own beh'alV88, the '1'rustee may, :Ln
, .
.,
;Lts nbsolute dbur",tion, Ilpply for tha benafit: of th~ Sattlors,
the. inoome payments ,hlllre~ll provided for them an<l, in addition,
suoh amounts from the prinoipal of the Trust lDshte, up to the
whola thereof, l'IS the Trustee may, from time to t;Lme, deem neoessElry
or advisable for their use and benefit.
(b) Upon the death of e;l.ther of the Bettlors, th1~ 'l'ru$t
shall terminate. Any undistributed inoome of the Trust lilstate and
one-half (1/2) of the prino:l:pal of tha Trust Estate shall' then be
dia\:r.ibutedto the sUl:v1ving 'settlor and the other one-half (1/2)
of the prin01pal of the Trust Eatate shall be pa1d over to the
personal representative of the deoessed Settlor an~thereafter
adm1nistered as a part of the deoeased aettlor's estate.
.,1'
J:XI. 1RUSTIilE' a I?OWERS
:tn the adminbtratiQn of the Trust Estate, the Trustee
shaU have' t"'e following powers I
(a) '1'0 reta1n, whether originally apart Of .the Trust
Estate or 8,I,Ibsequently aoquired, and to p~\I:oha8e or otherwise ao"
"
qu;Lre and retain other seour;Lt1es or property/ whether or not suoh
seour1t1es or property are authorized by law for investment by
. fiduo11lries, dl w1thoutdiversifidlltion u to )dndor amount.
(b) To transfer/ sell, exohange, partition, leasS' mort-
gage, pledge, give options uponl or otherwise dispose of'any
property at any time held by it,. at pUblio or pr;Lvate sale or othe~-.
w.t.se, for oash or other oonsideration or on orecUt, Elnd upon suoh .
, .
terms snd oonditions, with or without security, ~nd for. Buah priae,
Il8 i tOlay detetmin$.
-2-
. .
(c) '1'0 hold any part of the lUlllots of tho Trust lIlstatG
Lncash or unLnvested for any parLod daamed adv.:l.oablG,
(d) '1'0 extend, modify, or waive the termll of any bond,
anCi mortgage at any t.:I.me forming part of 1;hG '1'rust Sstal: G, to
foraclose any such mor.tgage or ttlke title .to th", property- seoUring
,.
it by deed in lieuot foreclosure or otherwise, to protec~ or re-
deem any suoh property from forfeiture for non-payment of taxes or
other liensl and generally 1:0 exeroise as to suoh bond and mortgage
or such property all powers that an. a~solute owner might exeroise,
(e) '1'0 exercise any option, right, or privilege to con-
vert banas, notes,' stocks, or other securit.:l.es, Or to subscribe for
additional ~r other bonde, notes, etooks, or other securities I to
.. make such conversions or sUbscript.:l.ons, to make payments therefol:',
,
and to aavance or borrow money for the purpose of exercising any
,
such option, dght, or privilegel and to hola ss investments sUch
bonds, notes, stocks, and other seourities so acq~ired, notwith-
standing :that: they are not Of a ohat'aoter al.\thorhed for invest-
ments by' law or by other provisions ofthi~ Agreement.
(f) '1'0 yote,any oorporate stook h~,ld by it through its
'designees, or by proxy, wit:h or without power of SUbstitution, and
to execute authority or proxies to one or more designees Ol:' nominees.
(g) '1'0 bOl:'row. money from. the Trustee's banking depert-
ment or from any oth'er lendel:' for any trust purpose ana to Pledge
all or part of the Trust Sstate to secure suoh borrowing, without'
Lncurring any personal liability therefor.
(h) '1'0 pay, extena, renew, modify, or oompromise, upon
-3-
. ,
8uoh'j;ClX'ms tl8 it roilY determine, fIIlc1upon suoh ov,i,denoGl tl8,it ",tly
deem sU~fio1~nt, any ob119ation or olaim, inQlu~inqtl\xes, either.
intaVOl: otOl: against the TRust 1!l11tate.
(i) '1'0 holc1 orreqis'ter III1Y seoudUfis: or other propeity
of the '1'rus.t Estate in thenam$S of a nominee 9J:'in SUQh form I'll to,
pass by c1e~.i.veRY, with or without indioat,il1q the fiduoiaty oharaoter
of'suoh seaudt;l.es'or oth!:lr pt'operty.
(j) '1'0 divide and distribute the Trust 1ll8tat. in kind or
,. in assh,Qr p/;\rtly in eaah, ot' by way of,.uncU.viCled interellt, anti for
suoh put'poses to value any pt'operty to be thus Clivided Ot' di8tri~
. buted at fair . market vdues lit the date ol:'dlltelJ of c1istdbuticm.
(k) The put'ahase and sale Of. il1Veetments hel:'eunder shall
~e made by the Trustee only atter oons~ltation with and apPl:oval by
,the Settlor/,J. :r.fl a.t any time c1udng the 1.i.fetolmes of theSettlO~8,
,
, . .
they 'shall deliver tQ the Trustee anotioa in writinqsighed by
them stating that tlley l:'elinqu1sh thdrreserved ,powl9r to approVe
inv$stiments, or if at any timel in the sola opinion Of tile Trustee,
the S$ttlors 'ShOuld.beooln$mentauy 01:' physio"U.y inoapaoitMlilCl by
~ljlason of illness, aooid$nt, ot othe~wise, the '1'rusteeisthliln
f\ut:hor~.lISed to. Clhang6:l investments without approval during the.. Set1:.'l.otsl
ina~paoity.
XV .~DDITIONAL Pl\OPER~
Tile S.t:tlQrs reserve the right for themselves, or any other
pe1:'SOn, to inatease the Trust Estate by transferring or delivering
assets to the T~ustee, or by bequestl)r devi... by W.f..1.1. Wile dutie.
"
~4-
.I, .'
I I' t
,. f
LAliT ''I:LM .N.D '.L'I:lST.N4lllI.~ or
~,H.Dl"'(Xl!lLS
x, MAROARD:T 11. f)JUUEj:,Q, of CAmp l.U.U, C\.IlIIbedaIHl0olU\t)',
p'nna)'lvAn~A, aohq~Gby ma~.,publL.h and deola~. thi- AI ana fo~
~ Last W~11 and Woat~nt, hereby revoking any for~~ Will. or
codLoils ~Gr.to ~dGby mo.
XTIM X. x ordGI: and, airect that all my jUlt debts and
fun."ral expenllls be paic10ut ot my elltate by my, Kxecutor hfU"~""
aft.rnall'l8lq, as "oor. a. MY (lonven1fi1rtt:.1y be don.duer my deaM\.
nl!lM xx. X give anci beql,le.tlh oertain ot mytan\1:1.b1e
ptu:acnd property :1.1\ the l\\llunu 1nd:l.oated in the sol\e<\\11, p;eplare4
by 'l\Ie. an,d' oontAined in a sealed enVelope atld;.....ct to my Iilx8clitor
wh;l.Qh X ..ho.vapllo.d. in th.o.a1!edepodt box rented :l.n the nMllaI of
my.elf and ~ huab~nd.
'..
X'.L'l!lM XXI. Umy hUI))e.nd, nlilLPJilN L. DAN:r:I!lLS, is l1Vin9
tnhty (30) day. dtn my,4ea~, X giVe and b.queath to him aU tn.
rlllmdnder Of 11I1 tl.an\1ible plilr'&onal p2:'Qperty. If J!\Y'lhuaband :I.' no1:-
l1v:l.n\l attn. end of suoh tnil:'ty(30l day 1,1112:'101.'1, thlU\ I q:l.ve a~4
b'~u.athal1 ot~.~ov~~m.1\tioned ~ema~ndet ot my tanu1p~~per.
., (
.ona~ propetty to my ohildren, BBLDmN HULL DANIELS, ~RQ~nEW
DANXmLS KOOXS'.t'M.nd NANCY I).I\N;J:ILS l(OmllLlllR, to be d:LV1~Qd among
"
ttle.m bymY.Iilxeout.or .:l.n as l1eady eq\1alport..t.on/l a. Jnay be deemed
praot:l.aal, hav~n9 due ~ega~d fo~ the personal pre!erenoe$ of my ,
thtea (lhUdJ:oan.
:tWllltS XV. U my \tusbanc1, nmLI)Il1N L.DANXDLS, au~v:Lvell .....
A. X give anc1bequuth to him, abaolUtely, MI.'I
Wltne.... i
L\) ,.f!l~:'t-.Qc.t~L+\~pcb.llnll M~"l~...&t H O"~\.el$
(}]M -^."',~ .' .
," ,
. (8JW..l
,
,
, I' .
'orov.t, an amOunt:. equal to tho n~ximum m.rit~l'dGduatio" allowable
Ion determining the ,.aud r.t.tAto I1'IlX onrny ..tate 'o;!: FlleSeral
.Itato Tax purpoB88, leBS t:he'VAluu 'or FOderal eltllte TllX purpo...
,
of all ot:.her: itoms \oIhioh pan or hllve pa~uc1 .to my hUlbrmi1 unc1ezo
atilt;!!' providon. of thb ''1111 i unda;!: !nlurano. polio!.. or otnl;!!'-
,
wbe". bull only tCl IUdh Qxtonl:thal: .Uoh 11:8111I a;!!'. inC!ludGd 1n .l1W'
91'01' estate And are allowable AI II maritlll deduction for Federal
altate TllX purpo.e.. '
Xn.makingl:he QomputAtion. naae'aary to d.t.~in. the
, , '
olllOunt of this .\JU\lMI1 beque.t, the final c1el:um!nlltione at val\1.1'
for F.de~al ~Itato Tax purp08el Ihall control. Xn the lole pOWer
4md cli.cr.tion of! my Exeol,l,tor, tha P4yment:. of thh amount ma:f be
made whOllY or partly in oash or property, as ..leoted by him or
h, provi~.c1" .how~'ier, ,that my EX801,l,tC/r slulll have no pQwer to
allo,a4te a".l:8,ino~\.Idin9 oash, between 1111111 beq\.lelt:, 4tl<l my ~.-
IiduaJ:')' e.atate othor than eq"i.t:ab~y, so that any !,pp~eoi.at:ion or
c1epraC!iat1on in lihe ,vadol,l,s .Aseet.ll_vD.ihb~e foli dhtribution,
ooourring aft~r,the values of B~oh' a8sats for ~edar_l .Iatate ~ax
, .,
P~PO~$S have ~e.n f!ina~ly determinea, shall be fairly apPort:ione4
as of the date Ot' datlll,s of dhtdbu1:,iol'l between 1:hb bequest and
lI\y redduAry estate.
S.:tgive, t1eviae. and bequeath al1 the rest, ,r..iclwa
Imt'l rlllmaindet' of illY est:at.lJ, Of eV8J:')' nAUl,l,r. and Whet'esoeVlu: ait:.~tl.,
, .
but Without in any way limiting the generality of the forligoinljt,
ai3. pr()perty llqquiliel1 by 'l1l8 0):' to, Wh.ioh I may beoome entitiad, aU,
f '
proporty OVer \>!llioll.t now haye()r may hert;lOfterlloquire, any pewltr
of!.ppo~ntm.nt, and all property nerein att.mp~.d to be diapoa.d
of, tohe t1isPoaition wheri!lof, by reason of lapse Or other oau.., ,
IIlhil11tail to t"ke .epealt., to my, Trl,l,stee hcu:.indtt\r named; in
, Wi lln....1l
(IUL)
I,
,\
-2-
,.
,
"
,rutU, nlv.;Unll..., to~014, manlq., inve'U and roinve.t tn.
...., ~'~011.o~~~e inoo~ ther.f;oM IneS to 4L.po.. of the p~in~
aip.l ~n4 n.tinoome theretrom.. tollowSI
1. Ou~in9 the lifetime of my h~lband, amt.DlN
,t.~ DI\NXIllItfJ, .11 of the net inoome .h.ll. ,1)0 paid to him
q~~t.;lyo~ in othe~ oonvenient 1nst:.l1mentu, aneS as muoh
ot the ~~i~oipal th~t.on'.. my Tru.t.., in itl 801e dilo~'-
t~on,ll\llolr' l1e,m proper ot neo.ellAJ:'Y for hil 'l,1ppo~t, huli;h
,
or ljJenelO'al we;LfalO'.an4 enjoyrollmt; of lU., to,lcinc;r into. oon-
aideration the stanll1artS of U.vinq 1:0 whion my huabo,nc1 Will
aOoultomed At the time of my death and all oth.r .i.noome ancS
~'.OUt'oes avaUable' toniro to; .uqll purposes,
2. Upon t.he death of my ,hllsband"the ~1I-
rnaining p~inoipal of thi_ Tt'ust and any undistributed inoo~
.hall be Pai4 ove~ and <iiatdbut:Gcl in eq\\111shulUto my
,
ohUc1r.n, DIilLDJilN HULL D1oNxmLS, MAl\Ql\aET DAN:J:JnttS I<OOISTM ancS
!' ,. .... .'."
NANCY PANXm~s I<O~KLER, or to their 'ilau8, per stitplls.
, ,.. . ,
, .
XTBM V. If m~ husband, BELDEN t, DANIBtta, fails tQ sur~
,
v.lve me, then X qlve, devhe and bequ8l\th all of tile ~e.t, l;'eddut
and z;emdnc1er of my .state, in equal eh.rea, to my ohi;l.drel\,
8S~DEW HULL DANl~LS, \MA~G~T DANlEttG 'KOOISTRA and NANOY DNIIELS
~OE~~, or to their iaBue, .p~r st:irpe~.
XTmM ~X. If n~ husband, BELDEN u. nANXELS,' and X die' in
"
a OQlM\On dhuter ,or under oiroW'l\8tano.. Buoh that: ..it .t.a dUfiC\ll,
or il1lPouible to dettll:llline with oertainty wniohofus lIu~v:t.vec;1tl\.
other, it l1\all be. ocnoludvely pr.8u~d that I predSQ8aBedrtl'J'
hUlband.
Witl'l..... I
to
(IIAL)
ll'
..3-
I
.,
.
InN VXI.. I hN'-.by noll1nlH, CjIon.thu,. and .ppoLntl ..
h_aIld, I ~w:.~N L. PAlUJu"s, III IilXMOUt.;oa: ot thb, Iq La.1:. W.ul and
'I1..Millenlh' U Jrrt buabud, Dw:.ol.u~ It. LWUiLS, p.:.l.leO....1I IillI 011:'
'a4~. t.;oqu.~Lty at Iilx.outoll:', 011:' havin9 qualitL.4, 41.8 or r..Lvn'
011:' b.o~.ina.paoLtat.4 t.o aot A' suob, then X h.r~y nominaH,
aon.t1hutl. and appo1nt NA'llONAII OUN'J1~.BANK ot llU'II:'~.bua:\J, P.M'"
.y~vanLa, Lt.. '~OOQ"OIl:' or .uaa...oll:'a by any ~r\Jer, oonv.r.Lon or
oon.ol1dation,.. th. Kac.o\ltl.OlC' all thb fAY La.t. W,ul anIiT..t;aIlMU:lt.,
X bell:lby nominate, oOnllt.Lt.utle an4 appo1ntl NMI1QNJ\1.ICBN'laAL
.Mat' a. 1L'.WlHe oil Ub. Ta:u.t1 OIl:..t1.d. by ITaH xv ot th1. W111,
XT$M VIIX. Any propell:ty whioh beoome. dist.lI:'ibutabl.
""deX' X'1'BH xv a ot thil W1),l to . IlILnoa: anet any PX'opeX'ty whioh
p..... .~d.rX'lmM V of tlhi. Will to a minor .hall b.held by NATIONAL
,
CBNTRALSANK a. Guardian for .uoh,minor d~in\J minority. In the
oa.. of any Buoh minor, the Guardian n~y, during minority, apply .uoh
alQOW\tI. of pdnoipal of the pt'operty held :l.n 9ua,4.lan.hip and .uoh ..
, ,
lUIlOunt. ot inoome th.lI:'lfX'om aa, in 1t:. .011 cu..aret:l.on, it "....
pxop.r foil:' the 'UPPOlI:'t, eduoation andwelf.1I:'e of .uah IlILnoll:' and .hall
aaoWllulat. any W\.xpended halMae ot inoome. Baoh lUlIOW\t. rolly be
apPlied directly or may b. pa1~ to the pet'.on who ha. the oare an~
oQntrol of .uah Minor, withou~ the interv.n~ion of any qUlrd!an.
Th. aUl~41an .hal1 not b. obligated to .upervi.e o~ inquire ,into
the .pplioa~ion of .uch amounts by any p...on reaeivinq theM, .n4 the
~eoeip~ of .~oh pell:'BOn .hall be a oomplete ~.l.as. of the GUa~dlan.
,
Should tha llIl\OW\t th\U held in Guardianship fo~ any .uoh
. I
IlILno~. in the .01e op1n10n of the Guardia-n, b. o~ b.oo.... too .uU.
to wanan! t!)u.holdLnq .uon fund, o:t'8hou14' U\uI adlllinbttadon
be or beoo_ illlpraotioal fo~ any otheX'. t...on, t.be GuUdLan, in
1t. ,01e di.oratLon, may plY .uo~ a~unt, ab.olutely, t~ the ~atent
Wi tn..... a
CIBAL)
.
,
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. I' ,.
0' 0'1\.3.' P't"on Illdnt.Ln4nv ,del lll1no1:, 01" _y a,polh '\1oh .h"""
inllh' lll1nol"l. n_ 4n .. uv4nV' 'OOOWlt 4n". "V.1ri~1 .t.n.th\JUon
0# .1" cnoo..1nv, ~aY~l. to llh.m1not at lllI~oa:ity.
:J:,aH;tx. All ..tat:., .t.nhn.t.tano., h9'Of, .uooe.llon "
o~ tl"1n,'.r t:.x.. (~nolu4Ln9'any .1nt:.r..t and ptna~'1., th'~on)
lm,o"4 ~yany dome.tLo 01" tor.ign ~.w. now 01" h'~'att., in 'Qro.
wi,tlh rupeo' to aU pa:op.rty tax.bl. "",11., 'UQh .l.aw.,by '...on 0'
lily 4.at:h, ~".tl\.&" oar not '.\lohp~p.&"ty "..... \md.&" tlhb, Illy ".111,
~4wh.tlh'r,uoh t.~.. be P'y~l. by lily ..tat. 0' by any r'o~pi.ftt
' ".
;,
,0# .IAY ,\lOh ,p~~.rty, .haU,b. PUd by lilY BX,~utol', at 8uoht1"*
. Clr ~il\ll', u may b. d....d .dvh~l., out ot IllY 9.hu'1..,.t. a,
'a:lilt: Of tIl. expen... ot adm1nbu.Uon tlh.);.~f Witil no do..,ht,
'Ofhilllb~".nt from any l',o.1pi.nt ot any ,uoh Pa:o~a:ty..
,. "
. , %TIN X. No1nt~u:...t ot .ny benel1ob&')" Wl.c1tl'~U,' W.u~
, ,
OJ: any Cocl.i.oU h'l"t1to, .nal~ .b. 'ub~.ot"to anUoip.tLon oa:tQ
vO~Wlt.ry or 4nvolWltary .li.n.tion.
I'
;t"N XX.. X h.reby aut:ho'1..~ ax.outol' tl~ ~k. p~t1'1
Oa.'oo~l'be'd.1.t&"Lb\ltLon to ben.tiaL'I'L.. ot mr ..tat" fl'OlII tLme
" to t1l1\e"dudng...tIl.a~nbtr.t:LQn thereof, .t:O(U..t&"~~t$' un,qUlll
UlOIUlt:. ..to ,..t.mJ.~u bendLoJ.atL.., trolll U~tO UlXlt, 4w.:.t.n9. .\loh
"dI!lJ.nhtraUon anc.t to l1lalc' "uoh'ollh.J:' IU.tt'ibUtJ.o~. c.t\llLh9 ad..
lll.ln.t..traUon ...h. OJ:' it .hal1. ~tuu:lllin.. Notm~9 oonts.~n'~ ~
tl\b xtl.m 'b.l,'3.b,'oonn~.c.t a. a\1t.hoJ:'U1nq''''Y BxeO\1tor 01' tlh.
It'I'Wlt.. to vaty.thedbpodU.,. prov.t.l1on. of tIlil ".11,1.
ifit.il......
lWBH xn. X hu.oY ~uCPa:...ly Al.lthod.. Al\deI'llPClw,1' l't\Y
(SIAI.)
..s..
,
,
.
.
.
, " ,..
'''OlltOI: M~ ,110 ~. 't;l1ft.. of tl\. T;\l.b h.t,in o;...b.~, 1n
i hll 0;. !be .01e ami Ab.oll.lted1acu:IUonl
(a) To .~Ilrohl\" or otll.rw1.. aoqllbe, and to x:et.dn,
whetner orJ.Win'llY . part. of my e.t,at.. or .1lb'lqll.nt.ly acquir.d,
Iny'.nd all .took, bo"d., not... or otn.; ..ourlt.le., 1n~1U4in9
.tQg~ of tn- ~ruae.e, or any var1ety of ;1.1 01: per.onal p~oPe~ty,
~Q.lIl41n1jJ .took. oX' lntu,.b ln .1nv...nt. t.w.t... and oomlllOn
, '
"\lit; f\ind., .A' _y 1l. \181.d Advba1l1e, whli;hu oX' not Illohin..
ve._nt. b. of 'Il~h ohar.ote~ .. to aon.tJ.tll~e l'ljJ&l lnv..~nt..
by f14~J..d...
(~) To .011, le..e, pledq., mortqaq., t.ran.fe*, o~..
ahani', oonv.rt. o;ot,h.rwl.e "l,po.. of, or g;ant option. witn
r"p8ot to, any and. aU pX'operty at. any t1. to~n\T a pa;tl ot my
, ,
I'"" or 0.1 tme "\lat .,"tit, 1n ,,,,oll ll\aM'X" at:. '\lcn tilll8 all:'
t:.i~., for'lloh JjlurJjlO.e., faX' .UQh p~10.. an4 ~JjlOn .\loll t:,ermt,
, '
ol:.t1h. and condition. AI !MY be d.omed .dv1,ab1e. Any 10..8 ..a"e
by the I"ollto~ O~ by till Tl:Il.t.o may .~t.nd,~.yond the parlad
Ib.d by .t..tlle. fox: 1..... 11I&'" by uduaJ.ad.. and beyond ,toll'
dlU:at.!.oJ\ of tIlo TX'Uat.
(0) Tobcu:~aw .1.10h .~of money .~ III&Y b. X'eqllit.tt to>>
tIl.,.plU:p.... of .~ni.t.dn9 rtly ..tat. or th. t~u.t ..tat., 1;0"
my Illx.outo1:'oll: 'J;'>>Il.t..,a. 1n4.t.vLdua3,.' oJ: .. f~4IlOiade. und.t
any ~~.r tJ:1l.t .gro.~nt, 01: fl:o" .Iloh other p.r. on. a. rtlAy b.
:,'.. .
d~air',~.an4 to ,.ou. the loan by aple4g. of allot an)" pUt of
th. tt~to'prop.rtl.y, Ot lllOt'hg&q., and ta ...ouo an accolllpany.f.n9.
bond. allthot1.ing th.'oonf....t.on of ~u4vm.nt, and p1a.t.n or
ool1at:nal noil..., or oth.~ ''11'1481\0'' of In@bttulnell.. PetlOn. OJ:' .
oOrPoratlons ad.vanoJ.n1jJ =on.y to Wf,Bx.ClltOJ:' ot ~Ult.. nGed not
\Utln.....1
(SIAL)
..8.. '
'.
, '
,
__" ,H'
Uq"""e~n~ ~e n.~e..h)", .xpecu.enoy or Plop&'L.ty of .ijoh .'
1""" Aar .ee. \10 'he .pp.uo.Uon of. iUle lIQnty advano.d.
,
(4) '110 YO~e 1n penon a&' by ventral 01, UlIlh.d proxy
.w1~ I..peOt ~o an)" .h.r.. 01 .tock or ot~lr ..o~1t1.. ,held ~y
tlb.., tlQ~OA"nt, cU.r.otl~y or thlOlA9h . oOlllll.t._.or oth.r 'V.nt,
~~. I.olvani..'ion, 00".0114.t10n, ,mI.,.r, eSta.olut1on 01"
Uq""'~Uon 01 MY corporation iA whLoh Illy ....t. or the trUlt
..
........1 hay. anf .i.ntler..t., or to th. .&1., 1....,PledV. or
.""" 01 an)" ~oI:ope&"y b1 01' to an)' ,uoh oorpontLon, end to
... &Ay pay.nt. Met tlQ Uk. any .tep. whLob ..y b. de.lllIcS ne"
O4I...ry 001: pr:opert:o ob'dn the benefh of any .\loh't.l'a"'41otLo.H
(e) 1'0 holeS Lnve'_nt. in tA. n... of a noaln.e.
(I) '110 oompl.'e, .xtlneS, ,nocS~fy or Ilnew any lo.n'~
not.., ~nd', \llOrt,allU, oon""ot. 01 any .other Ob~Lvat.1on. whLoh
"
Z My oWn 01 t.o WhLch.%.y b. a put.y or: wh10h .y be 111n. 01
obal,.. a;ain., any o'lI\r property 01 a,.in.t 1II)"..tat., a;thou9h
:1:.)' not b. li~l. thereon, in. auch .lllaMn "a. uy blc1t..4 'ad"
V1..ble, . tlQ pay, oOlllprollli.., oo.W\d, 14j\l.t, .\lblllit to arbhn.
tion, 'IU 0111.1...... any olaLlllI 0...1\10....1141 'of lIIlV e.ntel! olfth.
t~t l.ta,1 ".Y b. 4....4 advi~~e, inCl~U4in9 the .oc.pt~o.
0' de.cla Of r,d Ploperty inaathtaotion of bon41 anet IllOrt;.V'"
.4 to Uke anY paYAllnt. in oonn.odon therewith. whioh ~y. be
., dttMet .dvhel..
(III) '110 llIU. dLltribuUon ot lI\r, "U't or ot the pdn"
oba1 ofth. ku.t ..ta" 1n k1nd and to bwilany ahar. t:o be
OO~"d 0'. oa.h,propert:y or undtviae4 traotional .h.re. in
prc>pel't.y e;tUter.ent: in ltin4. ttom any other .h're. .
lfLtl:l\......
( ~IAL)
..,.
,
.,_(1.....,../
,
,
. .
I' ..
(1'1) 'To 'Mo"'Man4 d.eu.ftl' an)' and &1.1 1n.t.l'lAMnU .
A.I wa.1i1n, wb1ab _)' o. de..4 I4v1.abl. to oUr)' out. an)' ot tne
lo,.fOU' ,oWet.. NO pal")' t.o any .uob In.t.~nt.ln w&'1t.ln9
.1,".d by .y Ix~out.o, or by t.he T&"Ult... .ball b., ob119.4 to In-
qub'. 1n'0 UI. v.Ud1t:l)' 01' b. bound t.o "1 to t:!\. appUcaUQn by
,n. laou'o&" o&,,'ru.'" of anYlllOnlY or. ot.~.&" p~pert.y pa14 OJ:
4eU..n4 to t.l\alll PUl:llAMt to t:!\e '.lma of any 8\101\ 1nttrWlllnt..
Fffi' ~, (1) To ~otn w1th lIlY bllaban4, in tUb, any lrioome 'aX
t ,.',~ to&" any yea&' 11' wblob.. '\lol\ ~01n4u 11 pI&"lll1"ed by law b4
, .
to pay all. o&" .uoh nt,bl1 .hlre of any tax...h.a:lon a. .1\,11 b4I
4...,..4 p&"Opt&", and to oon..nt. to any ,Uta ..41 by IllY h""band
d\a&'ln, II)' Ufl,.a. havin, b.en ..deone-n.U by lilt fo, t.1\. p~
,
PO" ot any,Ut tax law, and thl Ixnohe of ,I.Ioh authorlty eha~l
be final and oonolull..... and not .11b~.ot to qu..Uon by any pcu~.on.
ITIH ~III. Natlonal ClAl&"al lank .ball be .n'lt.l.d to
ooliten"t.Lon tor U. .er:vLoI' U ....Ol.l'or, ft..1 01' G\lud1an
...und.el' ln aocordano. whh h. .ilandan 'oMcl\l~' of obU,1I
o",..ntly 1n It,.Ot.' at th. t~ It. ..&"Vlo.. a&" oal11d 'or and
,. fl'O!, ,. to U. dudn, t.bl ,.1'104 1ft ~loh .Ilah 'Irvla.. 1&'"
,.
~rfo_d.
. 1M NXTNua wuuor, I, MARGAUlI! II, IWIX1W, thl Te'~U1x,
baYe to thl, La.' WUl and "..'..nt., wl'1t.." CD .1'bt. (8) .b..,. ot
,.,.r, .., Jay bancl Mel 1111 lIbl. \ "'7 ~cl&y of 'uana,,,,, 11 7'.
119ft.d, ..,1.4, p\lbl1.hlcl )
AAd ~olU.cl byllhl &bo....":'
"...4, MMCWUI'1' II. DAHIlL.,
a. 'ancl"or hlr La.t.Will and
".....nt 1n the pr..enol of
. \&I WAO' nave, Ae&'IW\tO .11b.aroUHl4
o~ ft.....t,b.r .eq~..t ..
w1ift..... t.1\.~.\IO, in t.1\. pl't..
"ftOl of th. .ald Te.tat&"lx
"01 llOb oih.r:." .
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v
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'S;? ~:r!' 1 (, ,,! I'
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('\".1'1,,1'1' ", 'r,
INFORMATION
_..~_..-,.-.....-..~ .~
Th" dooumlnl II tho NOllcI requIred 10 be gl.on under Section 709 of Ihe Inherltencl Ind e.'et. Ta. AoI
01. 1961 172 P.S, ..clIon 24861. .
It thl lax I. Plld wllhln \hili 131 monthl .Iler Ihe decldenl'l doeth, . dlecount 01 610 of .Iho \I. p.,d I. .1I0Yyld,
Inherlta"c. Tax b.comll d.linquenl nlnl (9) months .lter the deCldlnt', dlllh Inlerelt I. ehorgld el thl
rail 01 .1. (6) perelnl 'per annum on Ih. amounl of unpild IIx. ISeE EXAMP~e OEt.OWI .
eXAMPLE, If. bltanOI 01 tax ~u. of $2,00000 I. in. d.llnquent IIIlul from 3-3-80, end olyma"t I. m.dl
on 6- 23 - ~O, Ihe inll'lIl I. .0"9ul.led .1 Indicllld below: ~'._,--
STIP 1
D,termln. the 1111 01
Inl"nt from thl t.bll b.low,
STEP a
Mulllply'lhl bellnCI of
lax ,dUI by Ih, rile 01
Inl"II'.
O,'.ncI 01 lox duo 12,000.00
~ILJILJn1Ir.UL~,-----LQ 1336
, INTeReST $ 26.70
STlP m
Addlhl Intlrllt
to Ihl blll"CI of
la. dUI,
Intlrlll Irom 3-03-80 to 6-23-80
RIIUIlI In: .--
2 Month'" ,0 1 0
20 olYI .. +. ,o.03.3.B.
Rltl of Inl"..1 .. ,0 13:111
e."noe of IIX due
Plu. IntDIIII 10
..JWLp.Lf!ymlnl (+L'
~'OTAL- \I ~ Ind
Inter..' 10 O.te
01 PIymenl
$2,000,00
26,70
$2,026,70
.,
.. .. .. .. _ ,.. .. ~ .. .. _ 0- _ _ .. .. .. .. .. . .. . .. ~ . _ .. .. .. _ _ .. 0- _ _ 0- .. .. .. .. .. .. _ _ ~ .. .. _ .. _ .. ... ... .. 0- .. .. ... .. .. .. ,. _... .. '- ... .. ..
I month ,
.006 4 monthl .Q20 7 monlhl .036 10 monlh. .060
2 month. ,010 6 monlhl ,02& 8 month. ,040 11 month. ,066
3 month' .016 6 monthl ,030 9 month'. ,045 12 month I ,060
1 dly ,00017. 11 d'YI ,00166 21 d.y. ,00362
2 day. ,00034 12 d'YI ,00203 2 2 d.y. ,00369.
3 dlYI ,00061 13 d.y. ,O02~0 23 d.y. .00386
4 deYI .00066 14 d'YI ,00237 24 d'YI 'g0403
6 d'YI .00066 1& 'dey. .00260 26 day, , 0420
6 d.YI .00101 1 6 d.YI ,00267 . 26 d.y. .00437
7 d.y. ,og 118 17 d.y, ,00284 27 d.ve ,00464
8 d.ye .0 136 18 d'YI ,00301 28 d.y. ,00471
9 d'YI .00162 19 d.y. .00318 29 d.y. ,00488
1 0 d.y. ,00169 20 d'YI ,0033& 30 d.y. ,00600
.. .. .. ... .. .. .. .. .. .. .. .. .. .. . .. .. .. .. - ,. ~ .. .. .. .. - .. .., .. .. .. .. .. .. .. .. .. .. .. .. ., .. .. .. .. .. .. .. .. .' .. .. .. .. .. .. ... .. .. ... ... .. .. .. .. .. .. ...
Any p.rty In Inlerult, Including Ih. COmmcnwllllh .nd tho Plrlonal IIPII.."I.II.I, not UI"flld With lhl
aporal,'menl .nd ....,.m.nl meY obl.ct Wllhln el~ly t601 d.Vf .Iler IICllpl 01 Ihl.. Nollee II pro vi did by',
81otlon IDOl ollha Inherlt.nc. Ind E11.11 lax ACI 01 1961 172 P,S. lie. 24811 - 1001),
,MA~' CHIO~ OR MONIY ORDIIt PAYABLE TOI II It 10 I aT 1ft OP WILLI, AlIINT"
DeTACH THE TOP PORTION OF THIS PORM AND SUBMIT WITH VOU~ PAVMENT TO '1'He ReOISTSR OP WI~L8 rOR
THE COUNTY SHOWN ON THe REVERSS, see 'THE INHP.RITANCE TAX INSTRUCTION BOOK POR AooRSSS"
"
, "
".
1.AG'1' ,~tI.L NIP 'J.'<:lS',L'1\HlU.I'l' or
MARG~M'r H. DMIIIlLS
I, I-L\RGAllt'I' Ii. lJJ\.lumLll, of CAmp lUll, CWtlbed~nd Count)",
Penns)'l'lanh,dO hal:'Qby make, publhh and QQolar.\:IU,1 a.1 And f(lr:
my ~alt Will and 'l'Qst4niQnt, hertby t'B'Iokin9 any former Wills or
Codioils theroto mado by ma,
ITIllM :t. I orallt' and db'odt that all lI\y jus t debts and
tunlllral elCpenloa be pdu out ot my estate by my IiJxeOl.ltot' horein-
at\:er namad, as soon a. may oOnveniently be dOne attet' my death.
nllllM II. I qive anu bequeath ontdn 01 'my tan9:1.ble
per.ond p;opatt.y .l.1\ tho mAnner inci.l.oated in the sohedule pr.p.;ed
by I\\tl lU\u oontdne\J in A !Joaled envelope at.1<1rused to lilY Executor:
" wll:i.qh :t havo phoed in tho ..Ie <1epol:L t box rent.d in the namas ot
... . ... .. ,.'
m)"elt and Wi hUlband.
I~M III. If my hUlband,DBLDBN L. DANIBLS, is livinq
. ~hty (30) day. ~ttumydaath, I give and beque.th to hi,mall t;h.
rem.dnae&' ot' my tan\Jibl. penonal proper:t.y. It mY"hulIballclU not. .
Uv.l.nc;t al:. the end ot such thitt.y (30) clay pedod, .then I \live an4
b.que~thall of I:.he abov.,..menl:.ion." reJilaincler ot. my tan9ible per:..
,
lonal pr:oPIU:t.y tQ my' bhildren, 8ll1LDIllN RULL DANIDLS, M1,RQA~T
DAN~ELS KOOISTRA anc1NANCY DANIElLS. KOl!np:IIDR, to be \Uv:l.dtld amQl'It;I
tnelll,bY my GlCeQutQt'in as nearlY ~quAl porl:.ions as may b. deemed
()):'Acuical, naV1M <lue regard tor: .'I:.he personal pteterences of l\ly
th1:". Clhildren.
\
ITlllU, IV.
tt my husband, BELDEN L. DANU1LS, lurviv.. _I
t give and bequ.ath to h~lII~ Ab.olutely, and
1\.
Wi\me....1
C~ ') ~ l,l;}Llt ~~t'" t+ \-<-t> e,^-(.T S M 'a.V ~ ~~ CoT (( 0" \\ ~ e I ~ (SBAL)
<YJ
I I, ' . JI
t~uat, nevertnelell, to nold, maneqe, invelt and reinv.lt tn.
...., iO Gollect tne 1noo~ unerotrom end to dilpol. of tho prin~
o1p.l and net income therefrom .1 followl'
1. oudnljl the lil!eUme of my hUlband, BIllIsDllN
r.., p~tmLS, allot tn. net inoo~ Ihall pe paid to him
qua>>terly or in other convenient inlt~llm.nts, and al muoh
of un. pdna1pal thereof al mY'1'rult.e, in its lole dieca'o...
Uon,JllllY ~e.m proPer or nlcellary for hh lupport, hedth
or .QQnlra1 woUare an,d enjoym..nt of 11to, taking into oon'"
siderat10n the .tan~ar~ of livinq to whioh my husband w..
aooustomed ..to the l;.1ll18 of my duth ..na all Qther inQo. and
&'e.ouro.. avaUabLe toh1m for suoh purpo"SI
2. Upon the do..th of my hu.bana,tne r....
maininq prinoiVal of ,tnis Tru.t:. and any undiltributed .income
.halL be paid over and dilt~ibutod in equal Inar.a to my
onUdran, Ol]LOGH IIULL DloNtIllLS, MAI\OAMT DAN:i:IIlLS KOO:r.S'I1RA .nd
NANct DANIELS KOEHLIIlR, or to their i..UI, per stirp...
ITEI4 V. u. my hUlband, BmLDmN Is. OANnr..s, fai3..,.tO ,aur"
vive me, then ,I caive, devil. and beqUlath all of! the rest, residue,
anc1 remainder of my e.tate, in equal ahar.l, t'o Illy ohUd~el\,
BSIsDEN HULL DANUU..S, MAI\(JAlU!l'1' PANXlllLI3 K<;)OISTRA anc1 NANCY DMtlUIS
, '
1(otW~, or to the1ri8,,~., ~.t' .ti:r:~aI.
ITlllM VI. Xf nl'/ huabanc1, BIllLP1!lN %"1 DI\NXIilLS, and,; 4i. ln
. oo~n 41~a.ter' or ~n4.r ciroum.t~o.' suoh that it i. 41f!fioU1U
'or impoelible 110 dGtGtmlne, with oert.aintywhich oful lur."ived un.
other, it Iha1+ be OOnQ1 udvely pr..~mac1 thlH: I pr.deoeauc1my
hUlbanll',
Whn.....l
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-
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,
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r llU'eby noainat., oon.tLtut. and ,ppoint 11)','
I\ub~d, ~ll:l,Wl:l~ L. /.IAHI~LS, A' Elxeollt:.oJ: of thb, IllY L..t:. WUl and
T..tu!ent. It lilY n\lllb~d, alU,l)Lil~ 1.. DAlUliILS, pr.c18o..... ..., or
'".1. to qU.Ufy 41 lllx.ou~or, g... navinCJ qu.Uti.a, 4.t... Or r..ivna
0... o.OOllla. ino.paoitatad to aot AI ,"ah, then r 1l....ebynolllLna..,
oonatitnAIl' and appoint t~A'1'XOt~AL ~WTAAL"I)ANl<ot Uaa:oX'bb\lr9;fPenn-
.yl,VaniA, Lt. .uooallor 0'" .uoo...o.. by any ..rv...., oonv.r.Lon or
OOAIQU,daUon, a. t.h. ~aceQU~r of. t.hb laY x..t W'ul lalHi T..tUe"t.
" ,
X Il."..by nolll1na..,oOnet.t.tnAtl anci ''''POLRt: NATXONAM .ClNbAL
lANK' II ~'&'\UI~' Of tAt Tr:u." or:ut.ci by nIB" xv of t1hhl'lLU.
, .. i
,XTS" VIXX. Anyprope~y whtoO b.oo.., d.t.ltrLbutablt
IoIndeF 1'1'1" XV ./1. of t.hh tl111 ~ .llILno". anci .ny property whLoll
P.....und.1;' IlIJJlH V of tld" WiU to. tldnol" ehdl o.OdeS by NATXOMAL
CBtf'1'RAJ. BAlue ., "Guardian foi:' 'uoll rntnor durin; nU.nodt:y. Xn th.
0". ot any .uoll mJ,nor,th. GUudianlllaY, dw:.in9 IIlLnorLty, apply 'uoh
alQQunt. .of PI;':l.naLpal ot th. PI'()pll'ty held :l.n 9u....dJ.an.hLp .ReS '\IOh
~untl ot income th8a:o.t".01ll a., in :l.~. 101. cSt.oretion, it d....
propel' for thl .uPPert, .duoat::l.on and wellare of 'Uoh m.t.nor and 'hall
aoaWllIl1.t. any un8:tCptnll.d l'!a1anoe of inao... "lIoh UlOuntl may .b,
appl!.~ d:l.~.otly o~,~yb. paLt! ~o the PI~'on who h.. the oa~ and
Oonta:Ql ot l\.toll lQ:l.no~, whhout th. Lnta".nuon O!.nY9~l'd1an.
'!'h. Ouaa:di"n '1l.,11 not be obl,f.iU.4 to 'upuvL,. o~ 1nqI.U,.... "Lntl.o'
tho aPPUClaUon 01 'Uoll amOW\te by any ~~.on ~lo.Lv.t.n9' 'tihalll. and ~.
" ;"
~eCleLptl of .uoh pet.On shall be. Qompl.te t.l.... ot,the Gua".4Lan.
ShOUld the AIIIOW\tl th"" h.ld .i.n GIlU'4J.&l'lhip tor any '\IOh
, \ / , '
ra:l.no~, in th. lole opinLon of th. G\&Utll~n. b. Oi:' bacoN \00 '..U.
llow.rr&ntl thu.hol11Ln~ 'Uoll '4nd, 01'81\011111' iJ.tua achllinbt~aUon
b4t oa: beao-. LIQPl'aollioa1 to~ ~nY otlbu r..lon. the G\.tUd:l.an ....n
:l.tl .ol.'~i'QI"tion, ~y pay ,uoll a.ount, Ib.olutely, tio thepatanti
Whn......
(1IIAL)
"4"
" .
or oc~.r per.on ~lntalnlnq .ald minor, or may depo.lt .uoh .har.
~n tAl minor'. name ln a .&vLnq. aooount 1n a .avLnq. In.tltucLon
of Lc. ohoo.lnq, payable to the mLnor at majorlty.
IT.M lX. All ..tat., inheritance, l'9aay,.@o...1an
or vand.r t&~.. (.l.ncJ.\tdlnq any ~nt'lI:..t and pena1tifl' th.lI:.on)'
1,,"1..cSb)' anyISOIlll.~lc or forlliqn l"w. nOW 011 h..r.atter in fOl:o.
with .r..peot to all property taxable under luoh law. by. r.alQn of
~. 4t.th, wh.ther or not .uoh prop.rty pa....uncs.r thi., nv W111,
ancS wl\.iib.... 1~0l\ taxt", be Pf'Yable by llIY t.tatlll Oll: by any rtOlpllnt ,
of ~y I~O~ pli:op.rty, .l\al1 b. paid by my Ix.outor, at .uoh tLmt
or d...., a. II1&Y b. d.e..4 advbabl., O\\t of 'IXl'f q.n.ra1 ..tat. '"
part af 1:1\1 ex""n... at a4JQ1nbtratl10n th'r~f wh~ no dqht'.
" of nlI1lbUI..nt fJ:OIl\ any Irto1pi.nt of any ,uoh pa:operty.
lTZMX. No inter..t of any benefiolary ~dtr thl. Will
or'.ny Codloll h.r.to, '~all b. .ub~.ot to ant.l.olpat1onor to
YOl~t.ry or. involuntary allenatlon.
"
10M XX. I hla:eby .ut:hol:he 'till aXtoutoa: ~o 1l\Alf.. puUa1
or ooapllttdi.ta:lbutlon to blnefiai.ri,. of llIY .Itat., fcoll\ time
to tL.., durinq t:h.,adm.t.ni.tratlonth.r.oft to d~I~1bute un.qual
_unt. to .imUar bend1al.d." fro. u_ to t1., 4uriftq .~h'
admini.tr.t10n and to ~. .uol\ ot~.r dletlribution. durinq .d-
.1l1iniltr.t10n " he or it .haU 4Ittt'\ll1ri.. Nollh1n9 contain.cf iQ
thb xt.. Ihall b. oCln.~ru.c1 .1 a\1tho&'hin91t/ .xeqU~o&" or the
"\)a_Ie to yuy the dllpo,iUvePa:oyldonl of thh "111.
X'rIllM XU. :t l\I&'G~ .acpr..lly uthod.. and empower: my
.U.t.a....1l
(BUL)
-5..
,
.
" '
I..o~to~ and allo the T~~t.. of the T~~.t h.~.ln O~8.t.Q, in
hi. o~ it' 101. and ab.ol~t8 dilorationl
(a) To p~~oha'. or oth.rwi,.aoq~i~., and to r.tain,
wbttblr orlilnall~ a part of my .,tate or'uQ..qu.ntl~ acqu!r.d,
An~ ..Ad '11 .took, pond., note. or other ..ourltL.., ~ncl~din9
.toClkoC ~. ll1rloWta., or anyvad.ty l# nal or pUlona. proptlllltY,
1ACll\l,U.nll .took.. or int.".,t in i.nri.=ent t~.t:.1 andool1llllOn
t.JW8t C\4nd., .. .y b. ""..4 advh~1.e, wnether or nov. I",oll in"
V.limlnv.. be oC I",on ollaraoter a. to con.t1t"'. 1.i&1 .inVe.~nt. '
b,lf Uel\ao.1ad...
(b) TO 1.11., 1...., p1..el;., mortiail, tran.~.r, .x..
ohAn;., oOnVert or otll.rwl., elliPOI. Of, ot ir~t opt10n.wll:.b
...pect to, any and aU pa:optla:tyat anlf tlM .foWn9 a part of rq
eaut. oar of ~.tu:\Wt..t&te, 1n .\&On ~.r ,at.~ch ti... oar
t+ul, for '''01\ P\U:PO"" for .\&Oh pdo., ~d ~pon ."ol\tea:U,
o,.4LtI and 09ndit~ofi' al MAY be c1e.~dadv1.abl.~ AnY,l.... ma4.
by ih. .Keo\ltor, or by the T~.t.. lUll' .xtend b.yon~ the per10d
, 11Ked by .tlt"t. fo~ 1..... ma4t by f1dl.lClaa:le. and beyond tile
d~,don of the 'l'ruet.
(0) TO borroW' .~ob ,WIll of mon.ya,uy ba raql,Q,red for
the p~P'''1 of acblinllt.dng my .dat. or tha truet .Iuat., frol\l
, '
IOyB_O"'tOr: or Tr".ue,a. ind1v1d"'a1.or &I UcS\lCl(u:UI ud.r:
""yOtb,r: \.ru.t ,gr..lllInt, Or frol1\ ..uo1\ ~~.r 'parlol\l "-1. ba
4I.lre4 ""d to ..0\U:.th. loan by a Pledg.Of,ll ~t any part of
tih. tt\W t pa:Qp8l1T1, or I1\cu:tg.~., and to ...ou.. an aQoomp~nyi.n;
~on~a~thori..i.n9 tn. oonla..1on 01 3udqm.nt, an~ plAin or
<lOU.....l not'" or othea: .vlcSenoila of 1ndllbt.I!n....' 'er.on. or
c,orl>Or.tion. a\SVUlo1ng1QOn.y t.o rAY ,IKe<l~tot or TJlutt... ne.eS no, '
Wi.....1I1
/
(BIAL)
.....
,
,
f t, . .'
,,'
, I,.
"nq~~' "nto the n.o.aaity, exp.dienoy or propri~ty ot a~oh a
lOAA, nor lee to tn. applioation ot tne ~n.y advanoed,
(4) To vat. in p.raon or by g.n.ral or limLted prox.y
wi.llh r"Plot to any .nana at .tookor oth.r ..ourhh,1 hdd by
tn_I to oonlOnt, dirllodl( or thro\lgh a 001lllll.i.tt.o~ ol:hn ag.nt,
to the r.oriani..tion, oon.oli4ation, .~.V.r, di..ol~tion or
llq~4ation ot any oorporation in which my ..tat. or the trUlt
'Itat. ~y have any int..r8.t, or to the ,al., 1...., pledv, or
lIlOrtqaq'Qf any property bl( Or to any l\loh oo~,..ation' and to
..x. any paymtnt. and to taka .ny It'plwhioh ..y b. d..~4 n.~
, ,. . ' ' "
~_..;y o~ PrQper.to obtdn th.' bendh of any .",01\ tUn..ol:~on.
", (.) To hold invell:Mnt. in tile n... of a nomLn...
(t) To OOmpl.t., .~tend, modity or r.n.w any loans,
not,_, bOnds, IllCruljJ"q"" oon 11.1'&011.1 Ol' any Qther .obUlia UOh_ whioh
% ..y own Or to whioh X may' b. " paruy or whioh may b. U.n. ,?r "
aharge. _gain.tany otmy PrOP'l'tyor a911h.t my "tat., although
X mily not be Uabl. thereon, in ,.a~ch mann,r a, l\\ay. b. c.i...d ad"
vbabl., eo pay~ aomproJd.., oompl:l~ll, adjult, l~mU to ar:biua~
, '
tion, ..11 or rel.... any aldnilJ or c1,man4' ot my e'tate or the
,
t~wat 'Stat... ..y be d..mad adv~.able, inclu4in~ the acoeptanoe
o~.c1lJ.4a o,f red p;rop.rt.y in .at.~'t.~UQi\ of bond. an4 IllOft~.ge.,
and t.o make any payment. in oonneouion the:rewithWhioh may be
dt...~ adv1.able,
"
"
(1jJ) To make d".t~ibution of ~ .Iuat.t or ot ~h.p~in~
oba! ot tht tr\1-t, .stat.. in k1nrl anll t.o Cla\1" any ,h'&rl,: tQ bl
OO.....d of aaah, P.l:Ope.l:'t.y Of W\dlvic1ed l!J:'aoUonal .hat.. in
Property 41tt.rant 1ri kind trom any, othe~ ahat..
wilin......
(SIAL)
-,- ,/
....,..-.. "-...,
"
"\or
.. 1'1
,"~,
t
"
(n) To exeo~te and deliver any and all in.trument.
LA wdUnq whioh _y be deellllld adyi.able t.o cUa:y' out any of the
fO~'fOLn9 poweJ.. No p~.ty to any luoh in.t.~nt in writing
'~fn.4 by my !xeoutor or by the Trust.. .hal1 b. obliged to In-
~i.. into lta valldlty or, ba bound to ... to the applioatlon by
t~. .~eautor 0' Ttu.tee of any money or other proper~y paid or
~.Uvue4 to them purluant to the temt of any IUO" in.trWlllnt.
b..'1
.' (1) To ~oln wlth my "Ulband, in filln9 any inoome ta~
".'tum for any yeak' in whia" IUO" ~e1neS.t' 11 permitteeS by iaw an4
=.pay all o~ Iuoh ratable Ih.are of any tax.a thueon.1 .hall be
d..med proper, aneS to ooneent to any 9iftlnacSI by myhusban4
4urlno my lif.t~ al havlnq been nad. one~half by me, for the pur-
PO" o~ any 9ift tax laW, and the ex.roll' of suoh 'utho~ity aha11
, ,
be final' and conolusive aneS not .ubjeot 'to que.ticn by any per.on.
" '
XTBM.XXIX. National c.nt.al Bank ,ball b. entitled to
campen.at10n fer lte .erYloee a. I.-outo., .Trult,e or ou.r41an
btr.un4.r ln ,ooordanoe with it. Itandard .oh.dUle,of oharVe.
ourr.ntly ln effeot at the tlme itl ..rvio.. are oa11e4 for .n4
fro~ tllll11 to ;1~ du~ln9 th. pariod in whleh .ueh l.rYiee.ar.
pUfo~4. '
XN WXTNBSS WilBlUlOI',X, HMCW\IT ll. DAHXBL8, the Te.tatrix,
bave = t.b1a Lilt. W1U aneS Teltalllllnt, "~ltten on I1Vht (8).h'.'1 of
PI",r; .et my hanc1 and ...1 t.b1e \? ~da~ Of rebruary, 1t 7t..
'iqn~4, ....:Led, publhl)ec1 l
anll. c1eolU'c.i by the ~ov..
"....4, MA!\OAIUIl'1' H. DAN!I!ILS,
.. anr1' fOt' het La. uWill -.nc1
'1'elt~nt in the ~t...no' ot
"'\tno nave llneunuo .Ubledb.d
o\\X'n... at: heti.fIlequ..tu
'11"'..... tl\_rIV.o;. Ln the pre-
"nOl ~f the .a~c1 'lIe.t.trix
anll of ueh oth.r. '
ts \
(J) M/t. \A 6 e.ll.e V
,
\
~4 'J. ~ 1~"t ~t .I~ ~ 0 .c.~1~81AL)
,arVI H. Oan!.ta ,.
,
,
-8~
~_~" ~..~ 0 ,~_;.. ~.~ _..." ,_~~ ........_. ._._. ~....'~"..........,. .....,...'......_.. .--..... _.............- ..,.....~.. .-' -. ~
, 4U3,A P. X (0.U41
IH!V
j
.
NOTICE OF OnEAMINATION AND
AS8E8SMENT OF PENNSYLVANIA
E8TATn TAl< BASED ON FEOERAL
ESTATll TAl< RETURN
A()N 201
eOMMONWEA~ TII (J~ PENNBYI,VANIA
Dal'AIlTMf:NT Dr ITEVUNUE
BUREAU (lI' EXAMINATION
P. O. BOX B321
I1ARRIBIlURCl, PA 11106
l.lATEO.li~l q~86
EBTATE or
DAN leLS
MARGARET H
1'11.0 NUMIIER 21 8L-0619
OATO or DEATH 10-2+-- 81 CD\INTY CUMBERLANO
'NOTEI TO INsURE rl10rriRcl1El.lIT TOYOl1f1 ACe/fliNT, BIJll1lfffTHr.uI'POR roli'fioNCil'T1I1S NOTlcn WITI1 YOUIUAX PAYMeNT TO
THe ReOISTon or Wlkl.B 01' T1W AUOVP. COUNTY. MAKIi CHeCKS I'AYAlll.E TO "RnOIBTUII.Of' WI~~B ACle T."
WILLIAM 11 wallO ESQ . t5~~,g~'h~~~~~ROF
210 WALNUr ST WILL8 IF FAVMENT 18 DUB
PO BOX 1226 n 1'1'
HOG PA L 710$ ~~
)<.P.\Il hbQ.N..CU.\ilU,!r;l.B_ _ _. ,_ _ _! l1.I!.1:!,!..NJ..9\Y.U\l'!?'!.T!..olil!?Il.,Lo.!!!!.!.!.U.9!?I),pj! ~ -- - - --' - - - Of - ~.;. -- - - ---;..-
. NOTICE OF DnTORMINATION AND ABBEBSMQNT Of' I'ENNllnVAN(A EBTA'TE TAX BASED ON "nOERA~ ESTATE TAX RnURN
EBTATaO~OANteLS MARGAReT H mn ill 81-.0619 ACNilOl DATEO\i-19~86
NUMBEH
ftSTATE TAX DE!TE'RMINATION AND ASSEBSMENT
l,Crodl\ For Statu Deeth Toxos 01 Vorlflod
1, .00
2. 4.312.5L
3, .00
4, 4,;H2~!I~
a. .00
2. Ponlllylvonlo Inherltanoo Tax ABlollo(1
(Exoludlll0 Dlloount and/or IntoroBl)
3,lnherltenoe TI1X AIII'lIot! by Othor Slalos
, or Torrlt~rlql of tho Unltod Stole.
((lxehidlng DI,oount and/or II.1101:osll
4, Totellnhorltenco TexASlollod
(Llno 2 1111I. L1no 31
, a, Ponnlvlvenle Elleto Tox OliO
(Lino 1mlnuI LillO 41
TAl< OREDITSI
Pnynlnnt
0.1.
Rucolpt
Numhor
IntUfon (.)
AmoUlllllllid
. IP,PAIO AFTeR THIS DArE see R~VERSE SIDE
paR CALeULAT ION OF ADOlTIONAL INTEREST
'~ilX c;~;jil' III
~::.::: ,.. '"' .!=
tlf Bulanco Due i. IBU than $1. no p8yn\~n1 I' rflfwlredl