HomeMy WebLinkAbout81-00686
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(a) Upon ,\:oedeath of my w:l.ft;i, 01;' upon my death
:l.f I IiIlu'V.ive my wife, the TI;'UliltEle fIlhall set uide fl;'aI1
the pl;'inaipal of toe PHILLIP K, BROWN TRUS'r toe liIum of
J'IVE THOUSAND (U, 0 00.00) DOLIJARS fol;' ElaClh of the.
lawful ooildren of PHI~LIP K. BROWN living at the time
of my wifl!! 's death, or upon my death if I survive'my
wif$. Each o~ 1ila1C1, amounts shall be held by the TI;'UliItee
alii. a, sepante TJ;'ust ,fRr the benefit of the ooild of
PHILLIP K. BROWN fol;' whom it was set aside. The Trustee
soall pAy to suoh ohild so muoh of the inoome and
pJ;'inoipAl of the Trust as, in the disol;'etion of the
T;ustee,may ba neoessa;y fl;'om time to time to ma,intain
him or he; in the p;ope; station in life, inoluding
,
pl;'oper support, maintenanoe, medioal oa;e and oollege
01;' otoe; ~igher eduoation.In malting said payments,
the Trustee shall oonside; othe; souroes of funds'
available for SUOh purposes, and shall also oonside;
tOat"it is my hope that','\:he funds available shall be
p;est;lryed and disbursed by the Trustee for eduoat10nal
purposes ,\:,o the extent pofildble. wnen SUOh ohil d '
attains the age of twenty-five (~~) y~aJ;',Ji the balanoe
of tOe pdt\oipal and Any aooumulated :I.n(Jolne Shall be
pdd absolutely and itl~ee simple to suoh 911:1.1d, Upon
the death of sUC1h oh:l.1 dp; ior to final distribution as
afotesald, the balanoe of tOe prinoipal ,and any, aooumu"
lated inol:Cl\e ShUl be paid to the then living issue of
said ooild, per stirpes. If add oh:l.1d dies without
issue, the balano~ of the prinoipal and any aoowmtilated
inoal1e shall be added to tOe other then existent TrUsts
esUbli shed for the oh:l.1 dran of ,Pit ILLIP K. BROWN. If
Any of .aid Trusts hu previoue1y been terlninllted, the
beneil:l.o1ary or benefio1ar:l.u reoeiving distr,ibutione
Page 4 of 11
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(a) Upon the d$llth of my wife, or upon my deat;h'
"
if I survive my wife, the Trustee .hall immediately pay
one-half (1/2) of the pd,noipal of the CHAMOTTE B.
~"CINO TRUST to my daughter! CIlARLOT'l'E B. BACJ;NO, 1f
she is then living.
(b) The Trustee shall pay the net inoome from the
remaining prinoipal in quarterly installments to my
daughter, CHARLOTTE B. BACINO, for a periOd of five (5)
years following the death of my WifEl, or my death 'if
she predeoeases me. Upon the expiration of such periOd,
the remaining prinoipal of Ihe CHARLO~TE B. BACINO
TRUST shall be paid to my daughter, CHARLOTTE B. BACINO.
PrOVided, that if my daughter, C~ARLOTTE B. BACINQ is
,not,living at tOe time of my wife's death, or my death
if she predeoeases me, or at the time established for
',payment of, the remdning prinoipal, the principal o,f
the CHARLOTTB B. BACINO TRUST shall be paid to t:he then
living issue of CHARLOTTE B. BACINO, per stirpes. In
default of suoh issue, the prinoipal of the CHARLOTTB B.
BACINO TRUST shall be held by the Trustee for the
purposes set for,tO in subparagraph (d) of ITEM X of
this Will.
ITEMKIII Whenever, in the opinion of my
Corporat:e Trustee, the inoome from the Trust established in ITEM
IX herein is not ,8uffioient to provide for the full and proper
support and maintenance, inoluding hospital and medioal oare of my
"
wife, ElUGIllNIA A.BROWN" a,fter oonBideraticm of other funds available
100 her fot suoh purposes, the Trustee may pay to her suoh portions
of the principal of the Trusts as the Corporate Trustee may deem
proper for suoh purposos.
Page 6 of 11
~/J N E.
9~2
OATH ()t' P~RSONAI, RItPRt:st:NTA'flVE
COMMONWBAI,TIi OF PI1NNSYI,VANIA "Sl
COUNTY OF CUMPURLANI)
poforo mo, Ihe Roslslor for tho Probute of Wills ulld grunting of Lollers of Admlnlslnlllol1ll1 nn,d for lho Counly of
Cumborlnnd, p~rsonully Clunll_ ~uijenia A. Drown un4 WilHam S, Sanford. Truat Offj.oer of l)Ql'lljlln -
, UQlloait Bunk and 'I'ruat Company
who, bolngduly Bworn ,do_,_doposo ulld suy Ihul uS glwoutors
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of Iho last Will and Tostamont of
HI11collll N, Brown
deoeased
~heY will wolland truly ndmllllstor Iho goods alld challels, rlahlsnnd orodlts ohald deoellsod accordlnglo,law, And
ulso will dlllgol\\ly comply with Ihe provisions of Iho luw relatloglo Trn liS for loherltul1c~s\ aod subsorlbedboforo nt.,
(-'-~ . .., . . ,
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DECREE
Be II romemberod Iltal 00 th~ 12th
roollrded Ihe lusl Wllland'TealamOll1 of
day Of November
MalQ~N. Brown
,r\.D,.19--1ll.-, Iltora was proba\od aod
lato of
. Cumberland Cllunly, Pennsylvania,
"
, Hampd~n Townehin
Decei\sod,LOllersTee,tamento.t'y wero ,llranted 10
WlIlless my hand nnd offlolal seal lite day IIlld Y1lat uforesald,
Eur.:er)io. A,
Bt'own & DaUphin Deposit Dank
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I> , "'. Register
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MV.III1IX+ ('''II_
COMMONW8ALTH OP P8NNSYLVANIA
INHIRITANQI TAX R8TURN
RIIlDINT DIOID8NT
BSTATB OF
SOHEDULE "J"
BENEPIOlARI18
Malcolm N. Drown
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ITIIM
,NUM8IA NAMB AND ADDRISS OP BBNBPIOIARY
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A, TaMlbl1 B'QU""1
1, Paul Klaaaes!l, 15 Burwell Road, f.anchter, NY'
2. PhUlip K. Brolm, 99 Hillcrest Road, CaPlp Hill,
3. Charlotte B. Bacino, 1550, Lafayetta Way, Morris"
town, PA 19403
4. Kuaenia A. ~rown
5. Buslni. Brown and Deuphin Daposit Bank and Trust
QOPlpany, 'J.'rusts., for Phillip K. Brown
"6. Buss,lIb A. Brown ~d Dallphin Depol,it Benk and
, TrUat COlllpany, Trust". for 'Brian K. Brown
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7. Bugania A. Brown and Dauphin Deposit Bank and
'J.'rust, Company, ,Truatea for,KtIlIberly A. Brown
8. Bugania Brown and pauphin Deposit Bank and Trust
Company, Trustee for Oharlotta B. Becino Trust
IT8M'
NUMBBR
NAMB AND ADDRBBS OP SBNII'IOIARY ,
1.
B, OI1arltabl, B,qunl11
Pi1srim St. Lukes' United Ohurch of Buffalo, New York
Union Callas.. Sahsneatody, New York
Unioh col18ge, schenectady, New 'York
2.
3.
4.
St. Lukea' United Churah of Chriet ,Buffalo, Naw York
PILB NUMB8R
~l.nhIlQ~ _
RBLATIONSHIP AMOUNT
None $ 500.00
P Son 5,000.00
Daushter 5,000.00
Wife 1/3 '. DySleotion
Son Life ,'J.'enant " 1/2
Residue
irthdey 8/26/4
Grandson $5;000. from Phiili
K.. Drown Trust
,
Grandllaushter $5,000. from Philli
K. Brown Trust
, ,. 1/2 RIIS idue
DaulIMer
AMOUNT'
$
500.00
soo.oo
1/2 of the Phillip
,1lroWll'trust
1/2 of the Phillip I
Brown Trust
TOTAL OHARITABLBBBQUBBTS (Alia Intlr on IInl 13, RIOI Itulltlon) .
-
(If more 111I0111 nHdICl InMf1 Iddlll.nl' Ih-.tl af IIml 1I1II
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Inventory ofthe ,.01 ond plnonol ..tate of
,
. --1lll1ullllU.N ,~Jlr.IlWlL~...-~----- daola.,d,
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__ ~~:=t;;~..:::~=~~~:;:~=::.=---==""""~.:n:;:::-"~:::;r_-':;;;;-~~=~-:-'--;~:'=~'D~-:;'~:-''-=''':'c'_..,.:;::~::x;';:";'--':;;:' ;::;_--:::::;t.r-'"=--~
3.
7,Sha.
30 Shs,
80 Shs,
100 Shs.
320 Sha,
9. 6,132 Shs.
320 Shs,
219 Shs.
60 Shs,
50 Sha.
80 Shs.
5.
S,
171 Sha.
90 SlIa.
IT, 45 Shs.
lB, 80 ,aha.
, Shs.
+9, 200
20, SO Sha.
,21,' 96Sha,
22. 360 Sha.
23. 140 SlIs.
24. 400 SlIa.
"
25, 60 SlIa.
26. 40 Shs,
27. 120 Sha,
28. 83 Slla.
29 392 Shs,
Beneficial corporation
g1~~~~~a i~~~uad
C\l!ule Manhattan
Citioorp
Dividend Accrued
COlgate.P~lmol~ve
Combustion' Engineering
Dividend Accrued
Continental Group
CPC. International
Del11l~rVa Powar and Ligllt
Dividand Accrued
Diamond Shamrock
Drasser Industriea
E,' I, Dupont Denemours
Eestman Kqdak
Ellxon
General Electric
Dividend' Accrued
Gsneral Foods
deneral Milia
Dividend Accrued
General Motora
Gulf oU
$ 1,927 06
5 5/t
33,026 90
665 06
"
607 13
64 17
109 81
150 00
3,035 04
5,878 15
8,960 16
296,25.5 32
14,680 00
4,386 90
l,6~i ~~
2,7B4 38
1,967 52
31 20
2,591 72
3,062 84
36 00
1,575 00
,2,530 00
2,337 50
76 00
1,379 70
3 ,324 05
13,533 84
9,16J, 32
12,087 60
3,333 7S
48 00
1,21626
4,21S 78
49 20
3,428 94
13,74/, 50
C01l11~onwealth Nationnl Bank, Savings Account 1125-00).1129-5
AacfucJd intereat
Farmers Tr9st Company -Savings Account #3-009668
Accrued interest
$ 1,200, Lo\\wa' Theatrea lncorl'orated, 6,875% Suhordinatad Debenture duo
12/1/93 '
Accruod intereet
B\\nefidlll Corporation, 5% Cumulativl;1 Praferrad
P\\oplea Loan Corporation, Pdor Preferred
American Brands
Americ~n '1'elephono and 'l'olegraph Complln>,
Ame'tek Incorporated
AM!' Incorporated
Atlantic Richfield
~
COMMONWIALTH 01' I'INNIVLVANIA
COUNTY 01' CUMIIRLAND
Itl
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belnv duly "'._,,~_.._... . . ~coordl1l9 to low, dOPOlOlonduys thot hi ,~--.- '-...." --"'-''''
_ "._....,."'._"....'.. ". ..". ........ . of tho eshto of ...._'_.".__~".__..._._."__.",.__._,,..'..,..__....._,,_
lot. of- -----.-~, Cumborlond Oounty, P." d.cooud ond thot the
within Is on Inventory modo by,. ' ...... ... ." .-,,,, ,,-. -- . ~._, the uld-----~..__._".__.__
01 the en.llre .,tate ollold dec.dlnt, conshtln9 af oil tho pOllonal prop'drty ond rool ..hte, ..a,pt rool OIht. ouhld.
the CO)l1Monwulth of Pennlylvonl.i, ond that tho IIvurut opposite oooh Item 01 the Inyentory repr..ant lt'l lolr volue
.. of thl dot. 01, docodont's dooth, '
_~_ end lubtarlbod boforo mo,
.19..
.~-._-- -....._..__._-_.~._._-- --_.~_..._---_._-
bIC.tor . Aclmlnhtrotor
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"-",..,, ,-"--'---"'-~ AclcI'.......-.,..-------'"
Pote, 01 Duth ..-""--" ." tiiy'.' -.....,,'--'-"'-- '''--''---''M~'nth''~-''- ---'-'-c-Y;;I-'-"-"---'-~'
INSTRUCTIONS <,,':;
I, An Inv.ntory mUlt b. II10d within three months oltor eppolntmont 01 potlanol reprolonhtlv~~ / .
" ,
2. A lupplomont Inventory mUlt bo lIIed. within thirty dOYI of dltcovery 01 ,ddltlonol ....t!,., .
3. Addltlonol Ihoot! moy bo ottaohod el to .plrsonolty or roolty
4, $eo Artlcl. IV, Flduolorl.. Aot 011949,
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OOMMONW'A~1H Oil rlHNIYWANIA
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COUNTY 0' OUM,,"\.AHD
WIl, ltulllIl\tn A, llcown and Willillm ll. llanford, AwahtllnC Viall 1'l'll11idranc and 'l'rullt OCfiaraf .oC
1l1lI!P~\illJlI1110.II!U~.nk.AI\4 'l'ru,Il.LQoln\'!II\Y ."..em ."dH" ...... ....
~,o'nll duly ..~..JUl.llr)L- , eooordlnll to low, dU"OIOI end UYI thot l\1o.V .......-. ~.....~........o.
n n. ..lIrIL~Qllu,trlrIL.. of tho Eihto Of..~:m.~__ML\'\'llg,lJn_Nj-.IlC.f,lWU~m~-~-'~u",,-,~
lato of IInll\prlB\1!I"l~.m.hill----r __~_,_._..u_~_, Cumborlond Caunty, PI.,. doooe..d .nd thlt tho
within II on Inventary modo by chllm.. " ... .--' .",' ,.-, tho uld.:.....&~ll"ut.llr,Il.---.----
of the enllro ..t.to al ..Id d.oodent, oanllllln\lof 011 tho "ollonol prOP'~rty Ind real olloto, OKoapt real ullto ouhld..
tho Commonwoolth of Ponnlylvenlo, ond thot tho l1\lural oppolllo ooah Itom of tho Invantory roprOlont It'l hlr vlluo
II of the dote of dooodonl'l donth , II " ",', ' .
Y I (I f r'\ t, "' l' \ l 'J. t I +1 i, ......
7 \ - ~ !\uBllnfn , lIcown
"''-- nnd lubwlbod bofora mo, Dauphin 1l.lljlOljllt lIa9.~ .Jl~d 'l'cna' Company
Ily I t';:;LP.,4.<<d-4'"~~ --_.~--_..-.- .-. "..
BoIl.tO. ' 'l'rullt OCfiaer
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J/'r; ". if ;/:,' ./;/ \~'". I.
) ElIubelh I, ~on~o. NolMV ~I""'I( -
Mv (tlTlt\\tpicln JxphO I.NiI II"~ ,,}". ~
lIallilbul~, Ilil, PJ'Ji;hjn ~(W't
, 11111:,1: is bUJ:.B .__l!..iI.._..l.7J.05.-----.,---.-.-~ ---- ~
...ddrt"
Dlte of. Outh 'on,. .'~" .~~_t.h~c_--.----
PlY
Oacobec 198'1
__~.,_~..~_u._~"......_..~.m________'_'~
Month Yilt
~----.,...~.:.-_-----"
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INSTlUICTIONS
I. ".An Invontary mUlt bo fllod wlthlnthrao ,monthl ollar nppolntmont of pilllon,1 roprllonhtlvei
'a. A lupplemont InventorY mUlt bo fIIod wllhlnthlrty doyl 0./ dlscovory of oddltlon,1 oll..h,
3. Additional shooh may ba nttaohod u to porsonolty or ronll'(
4, ,$01 Artlolo IV, FlduCllarlo, Aot of '~4'1,
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COMMONWEAL TH OP PENNlYLVANIA
OEPARTMENT OP REVENue
INRBAU OP coulnv COLLECTIONl
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
--- ----------_.__._--~-_._._-*--~-
"'-'DATE.. "i2iTi81-"-=---
~ (MUST BE PILeD IN TRIPLICATe)
TO THE PENNSYLVANIA DEPARTMP.Nt OF REVENUE:
Appllcqllon I' hereby modo lor conlOnt to tho transfor of tho lollowlng IOcurltln of a Pennlylvanla
Corporation or 0 National Banking Alloclatlon locotod In Pennsylvania I
(a) 320 Shs, (b) Atlantic Richfi.nld Co, _ (c) Common
(NOTE I In d..crlbln~ IOcurl".. entor In (a), ab 0(0, 01 thor tho numbor of Iharos of stock or the face amount of
registered bonds, In (bl, the name 01 the IlIulng company and In (c) the clall 01 stock or tho statod Internt rato
ond moturlty dote 01 regletered bands.) , .
ISSUED ON Vl\riOIlB dates ,and having a TOTAl..MARKET VAWI! OF $ Ii, {. rl;-
(llal.). / h
as of the date of death 01 the decedent, Malcolm N. lIl:'own _, on_ /12// ~' /
(Nam. of ll..odonl) /fllal. of doath)
who wal late of 99 Hillcrest Rd.
(11'11' and Numbl/)
Camp Hill
(POll Offl..)
Cllmhel:'land
(Coun/y)
Pennaylvanill
(1101.)
The IOcu,ltl.. are regtltered 00 lallowlI
Malcolm N. Brown
(Nama 0' nom.. In whl.h ..""100/" art ,aell/.rld)
~~~l Dauphl.ri Deposit Bank & ~t Co, P.D, Box 2961 lIarrillburg. P,ennaylvanill
Co. EXECUTOR (Nom.) . (Add'lII)
. . . NAME OF APPLICANT Dauphin Depoei~ . Bank & Truat
. P.~. Bix 2961
COUNTY PILE NUMBER.,?!. S'/~ (/(; ADDRESS OF APPLICANT al:'l:' aburg, Penna. 17105
BUREAU FILE NUMBER SIGNATURE OF APPLICANT
NOTICB, IP YOU PAIL TO. PROPBRLY FILL IN ANY PORTION OP THIS APPl.ICATION, IT WILL NOT BB
CONSIDBRBD COMPl.BTB AND WILL BB RETURNBD TO YOU .FOR COMPLBTION.
-- --- *
'COMMONWEAL TH OF PENNSYL VANIA"- DEPARTMENT OF REVENUe ~
. . CONSENT TO TRANSFER SECU~lTIES '. ~/;'4Y/
OAT ~. .~ze,
I hereby conlOnt to tho trunlfer of the above securlt'.. now reglltored In tho name of the alornald
Decedent and walv. the IlIlnu of a cortlflcate certifying to the payment of the tranllor Inheritance tax to which
the property of laid Decedent II madll lubloct pur~uunt to the provlllonl 01 the Act 01 June 20, 1919, P.L. 521,
as amended and the Act of June 15/ 1961, P.L. 373/ 01 amonded. This Is alia In acaordance with the provlslonl
of tho Act 01 April 9, 1929, P,L, 343,
This ConlOn/ to Tronlfer the heroin doscrlbed property operates only In reference to tho estoto 01 th~
abovo-nomed Decodont,
'*'
fH:C-1l 11l-01ll
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITU:S
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*'
COMMO~WEA~TH OF PE~~SY~VA~IA
DE"ARTMENT OF REVE~UE
aUREAU OF COUNTY CO~~ecTION5
_...___..__.m__~u____"~_._.____ '-".DATE 12/1/81
~ (MUST BE FIL.ED IN TRIPLICATE)
TO THE PENNSYL.VANIA PEPARTMP.NT OF REVENUE,
Application Ie hereby mcde far coo"n' to tho tronefor of tho following .ocurltlo. of a Pennsylvania
Corporation or 0 Notional Banking Auoclallon located In Pennsylvanlal,
(0) 60 Bhs. (b) PI'G Induatries Ille. ~ (a) Oommon
(NOTE I In dncrlbhl9 seaurltles entor, In (a), oboie, olther tho numbor of sheros ofatQ'ck or tho faco omQuntaf
rllgle'.rod bonde, In (bJ, the name of the luulng company and In (a) the clQuof ,tock or the stated Inter.at rct,
and maturity date of regletered bonda.)
ISSUED ON . Vllrious datea and having a TOTAL. MARKET VA'LUE OF $ .? :3:3 .r . IV
ae of the datu of d(~::h)Qfthe duc~d:nf,Maloolm N. Brown ,~n 'VpJYh-/
(Nom. of Paa.d.nl) , /(Do(. of daothl
who WOI lato of
99 Rtllcraat Rd.
(Shoarond Numbl')
oamp Rill
(P..t Olflo.)
8um~arlnnd
(County)
Ponl\l~ylVl\nia
(Stot.)
The IOcurltl.. QII reglat,red 00 fo\lowlI
Malpolm N. Br~
(Noma 0' nom.. In whl.h o.lIlll.ot.. or. rogl.tor.d)
~llM1tmll Dlluphin Deposit .Bank & TruatCo..Ll'.O. B~ 2961 Hatria~Ur81 l'elln&x1van:La
Co~EXECUTOR ., (Nomo) .' (Add,Ut)
NAMEOP APPLICANr JlA~~.a~~'~r--.BanU 'rruAt ll.Qm~
COUNTY PILE NUMBER :;.1.>>-1. 'R'~ '. ADDRESS OF APPLICAN"Hllrriaburg, Penlla, ',17105&. I
. " . fjt(1~t ~',,/
BUREAU FILE NUMBER' SIGNA TURE OF APPLICANT., , ," " " 011 .M.-~Wr;(
l'lOTtCEI IP yOU PAIL TOPROPIlRLY PILI. IN "NY Pi;lRTIOMOP THISt.PPLICATIOM, IT WILL HOT Ill! ftllsf /i'l
C.OHSIP&RBP COMPLIlTll AHtl.\VILI.BB RIlTURH8P TO Y,PU FOR COMPLBTION, "',e,.
-
COMMONWEAL TH OF PENNSYLVANIA - DEPARTMENT OF REVeNue ' . A,
. .' ., CONSENT TO TRANSFER SECURITieS DAT~' 't /1/1
I hereby conunt to tho transfer of the obav.e aecurltlesl10w registered In the nqme of the aforesaid
Dlcedent an~ waive the filing of a certificate certifying to the payment of the ttcnaler Inherltonce tax to which
the pro,perty of.aldOecedent II made sublect pursuant to the provl~lans afthe Act of Juno 20, 1919, P,L~ 521,
as amended and the Act of JUlie 15, 196',P~L. 373, os amended. This lu also In accordance with the prQvlslQn,
of tho Act af April 9, 1929, P.L,343.
This CQn"nt to, Transfer tho heteln duarlbod property operntOl' only In refer'ence.to the OItote of the
above,named Deaeden"
...
. ,.
,
nc' ~ lV'blll
co. ONWeA~ TH OF peNNSY~VANIA
ieFIIRTMBNT OF ReveNue
BUReAU OF COUNTY CO~L eCTIONS
APPLICATION FOR AND CONSENT
TO TRANSflER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*'
--*
._.__..._ _n___'~*____~_'_____ "..+-.__.~__..._._~ ~-~-_. "'...-------------..-~~-....-..--.~--..---.. ..--.--..
DATE~Y2i.!!l
~ (MUST BE PILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMP.NT OF REVENUEI .
Application II horoby modo for cCllunt to tho trqnlfor of tho following IOcurltl.. of a Ponnlylvcnla
Corporation or a National Banking Anoclatlon loaatod In Ponnoylvanlal
(al 80 f!hs. (bl_l!or\!r.J!.t!!!.J.ll..JJ1c , __ (c) CQ1IlIl\QIL _
(NOTEI In d..crlblnp IOcurltln on tor In (al, ab OiO, olthor tho number of Ihar.. of Itock or tho foco amount of
roglltered bondi, In (b), the name of tho Inulng company and In (c) the clan afotack or tho Itoted Internt rate
and maturity date of regllter.d bondl.) .
ISSUED ON Varioul! dllt~, and hcvlng a TOTAL MARKET VA'LUE OP $ /1"/.;J. 1":'.:2--
(POlO)
01 of the dato of d.ath of the decodent, l1~lC!olm tL-llrllW11
(Nomo ., p...d.nl)
who wal lato of
99 Hillorest Rd.
(St..., ond Numbor)
CIL'"!) Hill
(P..t Offlo.)
Cumharland PBn~8~v,ni.
(County) (StalO)
Th. IOcurltl,l are reglltorod aa followll__~loolm N. _.nr~w~____
(Homl or nom.. In whlah aortlllaot.. a.. ..ollter.d)
~I~l Dauphin De.posit I\ank & Truat Oompany
cO_EXECUTOR ,) (Ham.)
P,O, lIox 2961 Harr'isburg. P~nnll~ia
(I<ddr...)
NAME OF APPl.ICANT __Il-"-.ull!lin f)~sit lIankVruat...Q2mpmlY
~.""liOii 2961
COUNTY PILE NUMBER ,a./. !/. tre. ADDRESS OF APPLICANT Ilarriaburg I Penna. m05 ~
BUREAU FIl.E NUMBER SIGNATURe OF APPLICANT . '., hil{n1on M &
NOTlCel IP YOU PAIL TO PROPllRI.V PILI. IN ANV PORTION OP THIS APf*l.lCATION, IT WII.I. NOT BB .",Trllsl ~;;;;~~
CONSIDBRBD COMPL8'TB AND WILl. BB R8TURNBP TO YOU POR COMPI.STION. ".ar
COMMONWEALTH OF PENNSYl.VANIA - DEPARTMeNT OF 'R'EVENUE lJ
,CONSENT TO TRANSFER seCURITIElS OATE~ . ~Jfjll
,I horeby conlent 10 the transf.r of the obovo ,Iecurltln now reglllered In tho name of thl afornold .
Oet.dent and wain the filing of a certificate certifying to the poymont of the Iranlfer Inhorltance taM to which
tho proporty of laid Oeced.nt II modo lubjoct pvr1uant to the provlllona of the Aat of June 20, 1919, P,l., 521,
01 amended and the Act af JUlie 151 1961,P.L. 373, CI amendod, This la oliO In accordante with the provlllonl
,
of the Act of April 9, 1929, p.L. 343.
Thll ConlOnt to Trontfer the heroltl doacrlbod properlyoperotoa only In reference to the IItate of tho
above.named Ooaedent,
'*
COMMONWEA~ TH OP I'ENN'Y~VANIA
. oEPARTMENT OP REVENUE
8UREAU OF COUNTY CO~~ECTION'
APPLICA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE N,AME
OF A RESIDENT DECEDENT
'*
--- ----------------,.~----_..--""~..-..~'--_..,~_._-_.-._---- ...------~....,_.........--._--------.
DATe._12/1/~_-
~ (MUST BE FII.ED IN TRIPI.ICATE)
TO THE PENNSYI.VANIA OEPARTMP.NT OF REVENUEI
Applloatlon Ie heteby modo for connnt ta tho transfor 01 the following ,Iomltl.. of a Pennsylvania
Corporation or a NallonQl Banking Alloolallonlocated In pennsylvania!, '
(a)_ 392 !lhB~b)Qulf,Oil?Orporl\tiori __ __(0) dommon
(NOTElln d..crlblnp ncvrlll.. ontor In (a), ab 010, olthor tho numbor of sharos of stock or thefaco amovnt of
reglstored bondo, In (b), the namo of tho IlIulog company and In (a) the class of etock or tho etatod Intor..t rate
and maMlty doto of regl'terod bonds.) ,
ISSUED ONVllrious Dates / ~nd having a TOTAL MARKET VA'I.UE OF $ (~ ,?y~.r"'()
~) ," ' /~
alof the date 01 deoth of ,he decedent, 'MalcolmN. Brown, '_,on /~(/~/,fi,V
(Nomo of Do,odont)' /lOot. of d.oth)
The socurltl" cte,regl'teredao followOl
Cnl)!p Hill
(Po.l Offl'o)
Malcolm' N. Brown
(Homo 0' nom.. In whl.h ,ortlfl.otOl oro rool.torod)
Cumherland PennavlVIlni.lt-..........
(County) <"0")
who was late of 99 Hi!loraBt Rd,
<SH..l'nd Humbor)
~1~WI) Dauphin Dap,ollit Blink & Tr\lat Co. P.O. lIolL..,2961 Hl\rr:LsbU'iP., Penna.
Co~EXECUTOR) (Homo) ,,(Add,...)
" l'lAMEOF APPI.ICAl'lT Dauphin Daposit lIank & True
, ' "1'. , olt j:,
COUl'lTY FII.E l'lUMBER.J.b.i1dt.f..~ ADDRESS OF APPLICAjlftrrtslM8, Pe.nna, 17105
,
BUREAUFII.E NUMBER SIGNATURE OF APPL\CAl'lT-
NOTICBI IP YOU P",L TO PROPIIRLY PILL IN ANY PORTIOH OF THIS APPLICATIOH, IT WILL HOT BB
COHSIDBRBO COMPLETB AHO WILL BB RlITURNlID1'O YOU FORCOMFLBTIOH.
--- ...... -----~
--" -- .
COMMONWEALTH OF PENHSYLVAN,IA _DEPA,R1:MEHT OF, REVEl'lUEA, ' ,
, "CONSEl'lT TO TRANSFER SECURITI!!, DATeMA. ~ /ffl
I herlby, oonsont to thottansfer 01 the above securities no:-", reglotered In tho name 01 the \1larosold
,. II
De~edent and Wain th~ filing of a i:ertlllcate ~ort1ly\ng to the payment of the transfer Inheritance tax to,whlch
the propertY of laid Decedent 10 made oublect putouant to the provisions 01 the Act 01 June 20/ 1919, '1',1.. 521/
ae anlendedand the Act 01 June 15, 1961, P,L, 373, os amendod. This Is 01,0 In ocoordanoe with the provisions
of the Aolaf April 9, 1929/ P.L, 343.
rnll Conlienttu Transfor the heroin descrlbod property oporotos only In rellrence totho letato of the
above.nanlOd Decedent,
'*' By
ll\l.t111
I MMONWEAL TH or peNNSYLVANIA
OEPARTMENT or REveNue
t REAU or COUNTY COLLECTIONS
APPLICA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OP A RESIDENT DECEDeNT
'*
~'(MU; BE F~L.eD-'~' TRI;~I.~~~~~---c.~~uc~n..'_'_._- -"-DATE - J:.~~~~~'-
TO THE PENNSYL. VANIA PEPARTMP.NT. OF REveNUE,
Application laholoby modo for C\)1Untto tho tron.for of.tho following .ocurltlo' of a ~onneylvanlo
Corporatlan or a Natlon~1 Bon,~lng Alloc/allon locotod In F'onn.ylvanla, . ..
(a) 200 8ha. (b) 8miUhl<1:\.111l oor!lClrllul,oJL., (c)......\1ommo\,\_
(NOTE, In doacrlb/ng ucurltlu ontor In (a), ab QiO, olthor tho numblll of.harn of atock or the faco amountaf
reglatered bonda, In (b), th. nom. of. tho laaulng company and In (c) the clall of etock or tho .tatodlntornt roto
and maturity do to of rovlatlrod bond.,)
Issue!;> ON_Varioua nl\~.a!-~, and having a TOTAt., MARKET VAWI: OF $~5"',;I
oa of Ihedote of d(:;;h)of tho docodent,MoJ,oolm N, nrown. ' on /~.hj' ~/.
, (N..m. .f D...dontl, ,.AP~.'h)
who wa" late of 99 lIiUQrosUd/ .....aamILUUJ--_-"'-, C"lJ\b~Ilud_.:..'.~.vlvlll1b
, ($Hllt and Numb.,) (Po., Offl..) (County) (S1.'~)
The IIcurltlu are regletored 00 followll
Maloolm N. Brawn
(l'l.m. or no"," In whluh ....lfl.o'...." f09I,i...d)
~~ DIlU!lhin'DopoIIH lIank "_!rUAj:..JJO. _p,O.. !lox 2961 Harr~!I)}ut'll. Pennllvfun;la
co-eXECUTOR) (N."'.) . (Md,...)
. NAME OF APPL.ICANT~WU' )lank" TRust COl))paI'lY
P,O. Box 2961.
COUNTY PI,LE NUMaI!R...2/~ I'l~ Go r-l~ ADDRESS OF APPL.ICANT.J\IIrriahu~...l'JUU1B.)WuI. ",-,-Uln3.-
BUREAU PIL.e NUMBER . SIGNATURE OF APPLlc;ANT-. . . "
HOTICRI IP YOU PAIL. TO PROPBRLY FIL.L IH AHYpORTIOH OF THIS APPLICATIOH, IT WILL N Tel\ron M. Hn!<il '
COHSIDaRIID COMPI.BTII AHD WILL BII RBTURHIIO TO YOU POR COMPLIITIOHi'TJ\I~1 ()[(Ic~r,
. ,.,.
, COMM.ONW. eAL.TH OFPENNSYL.VANIA -, DEPAR1'MENT OP RaVENue~, .... ,',
CONSENT,TO TRANSpaR SI!CURITleS ' '. . '1- Mu/
DA T eI'~ . a~/
I hereby con..nt to tho transfer 0.1 th. above socurltles now regl.tored In tilt. nome of the q'forlleald
Decedent and wolve tkllflllng of a corlfflcate certifying to tke paylnont of the transfer Inheritance tax .to which
th. property of aald Decedent I. made subject pursuant to the provisions of.lhe Acit of Juno~O, 1919, P.L., 521,
aa amend.dand the Act of JUlie 15, 1961, P.L., 373, as amendod. this Is also In accordance with the p(ovls.la./II.
of tho ACI of April 9, Y929, P,t., 343,
This COIi..nl to Tranafer the heroin doscrlbed properly operate'. only In reference to the IIstat, oftko
above.named Docedent.
'*'
~:"'~ I. ,JI. ..."to" .I,R:;;;-...u .
- ,SIgn U) &~~~
( aunly)
j
RIV. '1471X (, -n I
BUREAU OP EXAMINATION' I NOTlOE OF INHIRlTANOE TAX 1
PENNSYLVANI~.cPE&~~T~m or- REV, ENUE APPRAII8MINT. A, ~~OWANOE OR ClIIA~~OWANg8 AON
HARRISBURG. PA 17100 OF DEDUOTlONI.! AND AII818MENT OF T, _AX ATI
= = ...__ 03..01"P3
UTATE OF BROWN MIILCOLM N FI~. NO. 21 81-0686
RAn OI...JUAIli....1.D::.ll.:.flL.:-.._..:._______.__...__._..__-'-___......;.QUtm.._..QIUIBImLJiItJ,1
NOTII TO INIUR8 PRllPI" C1I8C1n TO YOUR AtlCOUNT IUIMn THI IIPPER PORTION OF THII NOTICI WITH YOUR TAX
PAYMENT TO THI RIOIITlR OF WI~~I OF THI ASOVE COUNTV, MAKI CH8CKI PAYAI~I TO "RIOIITlR OF WI~LI.
'AOINT". '
101
DAUPHIN DEP BK & TR CO
213 HARKE~' ST
PO BOX 2961
HBG P/I 1'/105
PLEASE RETURN THIS
PORT ION TO REGISTER OF,
WILLS IF PAYMENT DUE
9l.1't ..A.!-9~!:1"tl-U~ "L.!~B.. . _. _ .. . .. .... . . .. .. . .. " .. . .. " .. _ .. . .. .. _ . . .. .. _ . . _ .. . _ . .. . . .. .. . . . . _ . . . -
NQtICI,OF INHIRITANOI TAM APPRAIIIMINT, A~~OWANOI OR OIIALLOWANOI OF OIOUCTIONI AND AIIIIIMINT OF TAX
R8V. 1U7IK (to-U)' . '
IITATI OF BROWN ___MAL~~~~I~I NO,21 81:06fl6 --,_ACN :-01_._~._.!?~-01-B3
... TAX RETURN WASt (X I ACCEPTED A~ FILEO
BJ.8RVATI.o.tU.llM~\IBl..ltU.lIUJL::...JIl.1llY.IBJ.l
APPRAIIIO VALU8 OF RBlURN IAIIO ONI ORIGINAL RETURN
1. Rill Sollie ISchldu'- AI
Z, Slocka Ind Bandt ISohldule BI
3. Clolely He!d Slock/Plrlne"hlp Inleretl ISchedule CI
4, , Morlglgll tnd Nalel ISohedule 01
0, Cllh & Mllcllllneou. Pe"on.1 Properly ISchldule EI
6. Jolnlly Ownld Praperly ISchedule, FI '
7. Trlntlerl ISchedul, ,01
9. Totll AU8Ia
l..9..'i.ft"lc;lEO ..._____
I 1 I ...._____-'.00 ...
( ZI __.~_~J1!.i!2Jj)l_.
( 31 .00
( 41.___..__---'.Q.9-..
I 01_.~E.1624. 56
( 61,_.._..__..___~00_
I 7.1 _____2-9_Q__
(BI __-1l7B&.49...ti7_
APPIIOVRD OIOUCTIONI AND IXEMPTIONII
9. Punerll EXPln..t/AdmlnlWlllvl Caata/MltcelllneaU1
Expen..a ISchedule HI I 91 _..J.h.!1.13.!!!L:.
10. Oebtl/Motlgtglt/Llena ISchedule II (10l_.____n,__4.Q.dl.Q._
, 1. TOIII Oeduollont 1111
1 Z. Nel Vllul of TIX RIlurn II Zl
, 3. Chlrlllble/Oovetnmenll1 BlqUUl1 (Schedule JI' 1131
'4. N.I Vtlul 01 elllle Sub)IOI 10 TIX 1141
N0111 If.n ""T".ment w.. pr.vloully IIIUld, lin.. '4, 1B .nd/or '11 .nd 17 wIll
refloat f lIur.. th.t InolUd. the toto1 of .All rlturnl .......d to d.t.,
A.II..MaNT OF TAXI '
10. Amollnl of line '4 ".Ible II 6% tile '
16. Amounl af IInl 14 IIXlble II 10% rll.
'7. Principal TIX OIJe
TAX CRIOITa,
I~ PA~~tt ~~l~~.=~:~~;:~~~=~"-!~~=~-:~~sJ~~~?l~~~.. =~.i~: ~~'.!.~~~~T~~.~~:=-~':~~I
07-16~82 I 049668 26.46- i 28,290.60
I 1 '
" _-----L___.___~I._..,_~ "..__.__"..____. ,_.___L__.,._.___.._,_,_____~-._~-_---_-"
III'I'EREST IS CH/lRGElJ FROM 07-17~02 TO,03-H\-83 '1..__:9T~t."T.~.x..~REO':r.."_.V---u._.2B.I;lg!t"..J.L..i
liT THE' RIITES APPLICABLE AS OUTLINED 011 Tilt:: ! BALANCe OF TAX Due , 4 000,62
REVERSE S 1 DF or Till fJ f'ORM.' ! --.u'.lNTERESr-u~.-..~~_..:Hn_.~~,;1-9~::;:;- I
. IF P/,I[) IJf';11:f". TI~IS t)/l TE' t-il:'.[ HI: Vl:Hf,r~ Fr.ln ChLClh I, 11(!:", T01 AL OUt . It, rloe). ~i~,
or ADDI1IUNAL INTEI,lS'
(II Bill,Imc(I DlH' if._ lar,t, than ~l,OO nQ rulymenl 1& fOChll!Cdl
RtTAIN THIS PORTION rOR YOUR RCCORDS
41,553.80
536,1195.97
_.___......l.Q.Q..
___ 536 ,j!1I5. 117 "
1101_..~3..9_L49fu.!!1_ ..x,oa.._1l.t)J!9. 76
1161 _"._,_,__._?9.Q'&Q...X, 10.._...___75. 00
1171 ._.-1~l264.1~_
REV. 1847EX ((I-Sa)
\ BUREAU or- ACCOUNTS SETTLEMENT NOTIOE OF INHIRJTIINC. TAll A.....
J PENNSVlVANlA DEPARTMENT OF REVENUE APPRAIIIM.NT, A~~OWI\NCE OR OIlA~LOWIINCE ...... 101
P.O, BOX 2065 )(
HARRISBURG, PA . 17 '05 OF O.OUCTION', IINO A.....M.NT OF TA
UTATa OF BROWN M1\LOOI.M N FI~. NO. 21 8.l-0e8e
IlAIl OF O.ATt'! 10-18..81 COUNT~ CUlIUBWAlItl
NOT. I TO IN,UR. PROPIR OR.OIT TO YOUR ACCOUNT .U8MIT THE UPP.R PORTION OF THI' NOTIol WITH YOUR T~
PAVMENT TO THI RIOnTaR OF WILL' OF THE A80V. QOUHTV, MI\l<I QH.QK, PAYA8LE 'TO "R.GI,TI" OF WILL',
AGINT" .
DAUPHIN DPST BK &,TRST co
213 MARKlllT ST
PO poX 2961
HaG PA 17105,
P~EASE RETU~N TH,S ,
PORTION TOREOISTER OF
WI~~S IF PAYMENT DUE
9Y1' .AJ.9~~_ tHJ' ..Lift.. _ . . .~_ .!'l!lT~ltUC?W~R. P96TI9!':l.P.C?R. Y9\:l~ .R_B.99!lP~. -:"'. - . - . .. . . . . -. .
NOTllll OF' INHIRJTANOITAX APPRAIIIMINT., AL~OWI\NCE OR bIlAL~OWIINQ. OFOBOUOT10N.I\ND A.....MINT OF TI\ll
RIV. 1,47111 ((I.U) ,
IITATa OF BROWN MALOO\..M N FIL. 1'10.21 61-0686 ,\QN 101 OATI 04-211-83
TAX RBTURN WAS, I X ) ACCEPTED AS FILED ' I ) .CHANGED
RI'.IIVATION ~QNC.~NlNO' FUTURI INTRRI.T . .BI RIVSRS.
APP.RAIIID ,VALUE CF RETURN IAIIO ON I ,1SUPPL.llJMENTIII. RIllTURN
1. Rell EtIIle (6Qhed~11 Al ( 1). '
2. Slockl 'nd Ilonda (schedule al ( 2)
3. Cloa_IV Held SlooklPlrlnerlhlp Ihler,,1 (Sohed~le C) I 3)
4, Morlaeg" .nd Nal" Ischedule 0) I 4)
il, Cllh Ii Mlloellln,oua ,P.rlohll ProPltli ISohldu'- EI I 51
6, Jolnllv Owned properlY ISchedule FI I 6)
" ,Tlehlfera (Sohldull G) ( 71
e. rolll Anlll
;.t,QQ....-
.00
.00 '
..QQ..-
.00
.00
.00
I B)
.00
APPROVID DIDUCTION'.IIND 1)(.MPTIONII
9, Fun,rel hPenualMminllltlllve COII,IMllcelllneoul
Expln," (Schedule H) ( 9). . 00
1 O. DI\>I.IMorlaag..II.'-nl lIlah,dule 1) 110).. 00
1 " Tolll p.duQ\lO~1 (111
, 12. Nil Value of Tax R.lurn' 112)
13. ChlrlllblllQov.rnmtnlel B.qU.atl (6ohld~le Jl 113)
14. Ntl, Value of a.'lle Subjlcl 10 TIX (141
NOTII If..n ........nt wa.pr,vtOU.1Y .UUlcl. 1.ln"141 115 and/or l' .n~ l' will
"'fl,at "IU"" th.t tnolucllI the toh1 ot..all r.~urne .......cl..to datil. '
AI....MINT O~ TAX I
,e, Amounl of,lIn..14 IIxabl. Ii 6% rale
16, Amounl of line. '4 II'xlbl. at ,'1;\\ tile
11, Prlnolpal Tlx Out
TAX OR.IIIT.81
PAyMeNT
DATE
,QO
.00
1.000.00
.5:35,9911,117
(1 el
(16)
469,034.~LX.oe-
"500.00 x"e-
(17)
26, 1tl~
7ll.00
:a8. 217,05
RECEIPT
"
OISCOUNT(+)
INTEREST (-)
AMoUNT PAID
07-15~B2
049668
,00
2B,290.60
. IF PAID APTER THI& DATE see REVER&E FOR CAI.CULATION
OF AODITIONAI. INTeReST
,
TOTAL ,TAX OREOIT 26,290.60
IALIINC. OFTA~ OUE 73 1150R
INTIRnT .00
'rOTA~ DIl. 73. aaOR
lIf alllhC_ Out Ia I." Ihln & 1.00 no pavmlnl il reQulr.dl
,tlUMMAIlY of ACCOUNT Current Fiduoiary
Value Aoquh~ 1;ion
~ O!i/21/p6 , , Vd~e_
t.r~110J~ 3 $5"9,834.53
eOlllp a
Net. Gain (aI' Loee) on Sales or Other Dispositions 3"5 lfi~;:n~:~
Less D~abursements 6-" ,171.100 ~n
Bslenoe psfore D1etr~bution8 $628,489.58
Diet.ribut.ions t.o Benef1aier1es " ,91 ,~00199
prinal,palBahnoe on Hand B $536,989.58
For Informat.1on I ' '
, Inv.sst.mont.s Msde 8
Changes in Investment 1l01dinlls 9-10
~~o?~e
eoo pts 10"13 $167,931.38
Net Oain (or Loss) on Sales or Other Dispositions 13 'H6~ ,,~a: ~.~
Less Disbursements 14 1,h?41.01
Balanoe befors Distributions $146,674.41
Diat.ributions to Dsnerioisr1os 15 11~,29l!.~6
IlIoome Balanae on,Hend 15 $ 30,381.73
For Information I
Invsstment.s Made 16
Combined Balanoe on Hand ,~6,8,4 .~~,9J,,~2t l'I?J6J ,1jiJ.ll,~,11
! :' ii :I 'I ,1 P' '.'
Q("l'1
'.,., )';<1
2
,
"
.
llfC11.1I'Tl) of I'RINC1I'~
Fiduoillry
t.oquilli\:.i911
~' Ylllue~
$?~1l,?"9.11
~\:'1I0\".!!.
Vlllltor lValued,~hen Reoeived)
e ..ediallre \lellefitll
, 65 l)peoilll penefi\:.8
$ 1".06
...JM~l.
91h60
510100
~'0,1i
Oil'1l/82
Oi/20/82
,.",., "I, "'1"""" '0" .",. ",,,, ,,,,,...,,' "".
~8 .19" lIhflrell }lIternll\:.iona1 tnVoll\:.or Ii, Ino.
,~~f" .~
....
T9tlll, Reoeip\:.1l of I'rinoip~l
~Ne~ D 08811.5 ON Lt8 OR OT"t
Qllin
,).91' LOIlIl.l
$ 0.00
Uduoillry
MQuui\:.i9n
~ y 1I1ue,....
$ '3'3,020.90'
Ne\:.
trO.9jed.!
$'33,026,90
hrll\e\'lI Trull\:.'Co. savine.ll t.oooun\:.
0.'" Ilh,rell ,111\:.ernll\:.ionlll
tnvlle\'.ofll, .'lno.
0",,/1l2 COlI\monwdl\'.h Na\'.iOnlll Blink savinsll
., t.oooun\'.
,.19
, .69
,'120/8'
'2/'8/8'
\,921.06 \ ,921.,00
?'I' .~o 001. \'3
2,'1611 .11 '3,03~.OIl
9,296.08 8.960.HI
'3,8111 .96 II , 31\6 . 90
,,9'13.?9 \,6\6.21\
" '''''' 1\ ,,,'CO'" ,.",~... '''' .,. 51"
su\lordina\:.ed De\lenture8 due \2/\/93
0'/26/82 80 llhllrllll t.me\'ioall Branda' lliO.
0'/26/1\2 329 lIha\'ell t.lI\etak, InO.
0\,/20/62 2\9 Ilharell BeneHoUl carll'
0'/26/62 60, Il>>sre& C&mppe1l noup
, " '-1 - ;,-..~'iB:'J
.1.1..l- ~;.-;jt
lO. '0)
0.00,
,
ij
\ '~
\
" \
,
\
\
\
\
\
\
\
\
l3~.(3)
(250 I 21 )
335.92
l5" .9")
315'1.3\
fi'i9110iary
Net Aoquhition Gain
rr90e,ed~ Value (or Losa)
01/26/62 100 sharea Ohase Manhattan corp. ;1,732,84 2,764,38 (61,64)
01/26/86 60 SharQIl 'Citioorp , ,936.69 1,967.62 (3b,63)
01/26/86 171 shar'es Palmol1 VeCo, 2,729,37 2,591.72 137,65
,
01/26/85 115 IIha,res conHnental oroup , ,3911,13 1,675,00 (160,87)
01/26/82 SO shares CPO International, Ino, 2,834,23 2,530,00 3011.23
01/26/62 50, sh/ilres Piamot\d Shl\mrook corp, , ,230.119 , ,379,70 (1119,21)
01/26/62 60 sharll8 General Eleatr10 Co, 3,417.76 3,333,76 611,00
01/26/82 110 B~!lrlls General Foods corp. 1,1511,21 1,216.26 (62,06)
01/116/82 120 sherell Oeneral MUla, Ino, 11,0211,011 1I,21S,78 (194,74)
01/26/62 83 sheres Oeneral Motors Corp, 3,197,96 3,1128.911 (230,98 )
01/26/82 80 shllres MobU Corp. 1,779,20 2,092,52 (3,13.32)
el1/26/82 60 aheres PPG Industries , ,91111,07 2,338,111 (3911 ,07>
01/26/82 60 shares Prooter & Oamble Co. 6,620,96 5,9117,52 573,11'1
01/26/611 90 sharea Quaker Oets Co, 21679,97 3,0113,17 ( 163,20)
01/,26/82 50 sh~rea RCA corp.' 830,66 879,7,0 (1I910~)
01/26/82 80 shares Rorer oroup , ,336,30 1,512,52 (1'76,22)'
01/26/82 33 shares South Jersey Indllstries 5110,11 572,35 (32,211)
01/26/82 160 sharell Stel,lfrllr chemiolll Co, 3,201,67 3,295,00 (93.33)
01/26/82 60 SherllS Tuollmsah Prodl,lots, Ino, 3,625,62 3,525,00 100.62
"
01/26/82 911 sllares 1'llltllOO" Ino, 2,892,811 3,b16,S1 (123.97>
01/1I7/S2 7 shares Benefioisl corp, , 5% oum. pCd. 101.39 109,81 (8,.112)
01/27/82 10 shllrlls Merok" & Co, 808,51 829,07 (20,66)
01/28/S2 90 shares , Combllstion Engineering , Ilia, 2,868.811 3,0611,811 (1911,00)
02/01/S2 865 shsrea Axe-Houllhtot\ Inoome Fund 3,408.10 3, 377 , 83 30.27
02/02/82 6 shares Peop!lls Loan Corp, 10.00 10,00 0,00
" ,";.~ 1 "-
_I_ i, ~ij
n;"-1.A ,
t.:.U'~
P,IS,l)U~SEMENTS O,F,rUNCIPAL
11/13/81 Howall C. MeUe, Esq, .. Hei~lburllernont I'or Letter,e "est~montary and
five ahort oertifioetell
11/13/81 Cumberland LllW Journal.. Coot ,of advertiain~ llnd proof of pUbUollt!on
11/18/8; . Cllm~erland County Hegiater 01' Willa' ~ Forty-five s~ort oertif!aal;ea
11/23/81 Joseph MoOrllW, Ino, .. Appra18al of relll estete
,
12/07/81 rhe Plltr!ot Newa "Coat' Of advertising and proof of pubUollUon
12/08/81 Ilrollatdn & Jerfrhs Assn, " PrOf\lllsional mediaal lI\1rviQ\ls
12/0B/81 C~llrlas MY\lrs..Ronald lI,all Funeral lIoln\l " F\lnllrel $XpSnsea
12/23/8.1 C\lmberland CO\lrM Register of W111s - Oneal1ortoertifiaetc
02/01/82 Cumberhnd CO\lnty Register of \/i1l8 .. oneahort gertifioete
07/09/82, Int,rnel ReVenue Servio~... Federal Estate Tax
$ 230,00
18,00
90,00
125,00
63.12
~O,OO
319~8,66
, 2,00
2,00
" 7~,653,00
07l1~/82, C\lmberhnd county Registet' of Wi):18 .. pennsylvania Inheritanoe Tax' 28,290,60
06/09/82 ' C\lmberland CO\lnty Regillt\lr of \/il1a " cost of filing inv\lntory 17,00
09/22/82 E~llenia A, Ilrown " Re1mb\lrsement. for marker & memorial . 9~~,00
02/29/8~ Pennsylvenia Department of neven\le - 1983 FiduQiary inoome tex 30~,00
02/29/8~ Internal Revenue Servioe," 1983 Fid\loiary inoome tax ~72100
01/06/85 Pennsylvania Department of RevenUe .. 198~ Fiduoiary inoome tax 31180~00
01/08/85 Internel RevenUe Serviaa .. 198~ Fiduoiary inQome tax 1815~7.00
06/26/85 Intarnlll Reven\le Service" Additional assessment Federel Eatete' tax 7167,~.35
01/13/66 Pennsylvania Department of Revenuo " 1965 ~'idlloial'r InoonlO Tax
01/13/86 Internal Revenue SerVice" 19ar, Fid\lo1ary Inoome "a k
82~,00
31~05100
Cost cr 'f11ing aooount 350,00
;"'. i',- "1 ." "J tit r.f2,\--:~r',1
. ,__ .1.. ~ , " .....
6
, 12/06/83
OM Oi86
12/06/83
05/19/8a
E!es end Commiss~ons
Shearer', M'ett'o' &' Wood/lide .. Attorne~ I s f(lll
Plid on eooount'
Psid per invoioe
Balllnoe dlle
. 5,.000.00
11,723.38
, ,23~,62
Dluph1n Deposit Bank and Trust Co. " Co_Exeouto~ts
Paid on aaoount
Balanoe dua
fee
.10,000,00
6.9(,2,00
Tot.el Disbursements of Prinoipal
DISTRIBVTION8 OF PRINCIPAL TO BENEFICIARIES
Per ITEM IV of the will
Pilgrim 5t, Luke's United Churoh " Cssh bequest
, -.
Per ITEM V of tha will
05/19/82 Union College." C.aah bequest
. .pa,. ITEM VI of the will
05/1.9182 Paul Klaasesz .. Cash bequest
Par ITEM VII of the will
05/19/82 Phillip K. Brown.. Ca.sh bequest
Per ITEM IX of tha will
, 05/19/8~' Charlotte B, Baoino " Cash bequest
Par ITEM Xla) and (b) of the will
01/04/83 Eugenia A. Brown and Dauphin Depollit Pank and Trust co" Trustees
under the will fQr the benefit. of Brian Brown.. Cash bequeat
Per ITEM X(a) and (b) of the will
01/04/83 Eugenia A, Brown end Dauphin Depoait Bank and Trust Co" Truatlles
\lnder the will for the benefit of Kimberly Brown" Cash beqllest
Per ITEM XI(~)of the will
Chllrl~tte B, Bianoo .. Advanoe distribution
Cash
Cesh
Cash
Cash
07128/83
09/87/83
04/06/84
06/21/84
.0 20,000.00
20,000,00
10,000,00
20,000,00
Total Distributiona of Prinoipal to Denefiohriaa
..j .t
. ' " . ~ _ I, . t
C I '. " ~_1
I.U'
,.
li',l
7
16,962,00
_,16,962,0,9
tl,'!l.'llf9g&l~
. 500,00
500, 00
500,00
5,000.00
5,000,00
5,000,00
5 , 000,00
70,0,90,09
~~1.1~9~'00 .