HomeMy WebLinkAbout04-0237
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Gladys R Milligan No. .21- 0,", -0l.3'
also known as To:
Register of Wills for the
201 30 4162 Deceased. County of Cumberland in the
Social Security No. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or named
in the last will of the above decedent, dated July 3. , 19~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 1000 West South StrpPT C"'rli!Ole
Cumberland County PA
(list street, number and muncipality)
Decendent, then 91 years of age, died FehrtIRry n , *9- 200/1,
at 1000 West South Street c'ar1 i sl P r.umhpr] "oct Couuty P.^. .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 1 350 000 00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 10 000 00
situated as follows: house and lot High Street Landisburg PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.I.a.; administration d.b.n.c. La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEA~TH OF PENNSYLVANIA } ss
COUNTY OF 'A L.-rnru/L- ( CLn.d
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Swom to 0' affi'3'?v- and ,ub""bed { Manufacturers and Traders Tru<;t GD
bef~e .this day of ~;~(:.');:j'] Tr""t se1ices Co
~ co200Y 1<9_
~ . ~ ~\a~ba~~ David C Garity ice Pres & Tn~ Officer
. R srer
No.c2l- 04 -c:2~<'1
Estate of Gladys R Milligan , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~~X\ \0 c20rn 1Q. , in consideration of the petition on
'- the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 3 1997
described therein be admitted to probate and filed of record as the last will of
Gladys R Milligan
,
and Letters testamentary
are hereby granted to Manufacturers and Traders Trust Company
FEES c!~QMo1~~r~
Probate, Letters, Etc. ......... $~ S . CO
. . 30 o~ ATTORNEY (Sup. CL J.D. No.)
Short Certlficates( ).......... $ .
RCftlUl",:atllln ~.....~.. $ / '6 . 00
~p $ 10 . 00 ADDRESS
TOTAL _ $q~3 .OD
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H105.112 REV. 8/88 WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
(FEE FOR THIS TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
CERTIFICATE $2.00) COMMONWEALTH OF PENNSYLVANIA
DEPAHTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
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CERT. NO. T 5549034 \ ':,,~ >/*/ February 9, 2004
\. ~"-- - L' - ~~\\' Date of Issue of This Certification
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;21- OL+UI~'.1.3'"
Name of Decedent Gladys R. Milligan
First Middle Last
Sex Female Social Security No. 201-30-4162 Date of Death 2-6-2004
Date of Birth ApJ:'lil 12, 1912 Birthplace Landisburg, PA R. R. #1
Place of Death Sarah Todd Memorial Home Cumberland Carlisle Pennsylvania
Facifity Name County City. Borough or Township
Race Whi te Occupation Homemaker Armed Forces? (Yes or No) No
Decedent's Sarah Todd 17013
Marital Status Widow Mailing Address Memorial Home 1000 S. South St. Carlisle, PA
Number Street City or Town Slate
Informant Beatrice Weaver Funeral Director James F. Nickel
Name and Address of
Funeral Establishment Nickel Funeral Home, Loysville, PA 17047
I
I Interval Between
Part I: Immediate Cause : Onset and Death
I
~) Generalized Arteriosclerosis :
I
I
(b) :
I
I
(c) I
I
I
(d) I
Part II: Other Significant Conditions :
Severe COPD, Osteoporosis, Dementia I
I
Manner of Death Describe how injury occurred:
Natural IKX Homicide 0
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determined 0
David A. Dell M.D.
Name and Title of Certfier
303 N. Baltimore Ave., Mt. Holly Springs, PA 1706~.D., D.O., Coroner, M.E,)
Address
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar, The original certificate will be forwarded to the
State Vital Records Office for permanent filing,
50-455
District No.
February 9, 2004 St., New Bloomfield, PA 17068
Date Received by local Registrar Street Address City, Borough, TownShip
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OF
GLADYS R. MILLIGAN
I, GLADYS R. MILLIGAN, of 1000 West South Street, Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and
form following:
FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me.
SECOND: I hereby direct my Executor to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death; and to
expend such funds as it may in its sole discretion deem necessary and appropriate for the
purchase, erection and inscription of a suitable marker for my grave.
THIRD: I direct that all taxes which may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my
estate as a part of the administration of my estate.
FOURTH: I give, devise and hequeath certain monetary amounts as follows:
A. $1,000.00 to DORIS (MRS. NEIL I.) LIGHTNER, of Landisburg,
Pennsylvania, provided she survives my death;
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B. $1,000.00 to WILLIAM WEAVER, of 1808 Sun Crest Drive, Carlisle,
Pennsylvania, provided he survives my death;
C. $1,000.00 to BEATRICE (MRS. WILLIAM) WEAVER, of 1808 Sun
Crest Drive, Carlisle, Pennsylvania, provided she survives my death;
D. $1,000.00 to TRINITY UNITED CHURCH OF CHRIST, Landisburg,
Pennsylvania, for its general lIse~ and purposes;
E. $1,000.00 to JOHN W. NEIDLEY, of 73 Rodes Valley Drive,
Nellysford, Virginia 22958, provided he survives my death;
F. $1,000.00 to DOROTHY (MRS. JOHN W.) NEIDLEY, of 73 Rodes
Valley Drive, Nellysford, Virginia 22958, provided she survives my death;
G. $1,000.00 to WAYNE C. SHOWALTER, of Box 162, Brownfield,
Pennsylvania, provided he survives my death;
H. $1,000.00 to GLADYS M. (MRS. WAYNE C.) SHOWALTER, of Box
162, Brownfield, Pennsylvania, provided she survives my death;
FIFTH: I give, devise and bequeath the remainder of my estate, of every nature
and wherever situated, to LAFAYETIE COLLEGE, Easton, Pennsylvania, to be added to
the FRANK J. MILLIGAN LOAN FUND in the College Endowment. The conditions of this
fund have been detailed in a separate statement which is on file at Lafayette College in the
Office of the Director of Estate Planned Giving, and said conditions are incorporated herein
by reference.
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SIXTH: I nominate and appoint FINANCIAL TRUST SERVICES COMPANY,
of One West High Street, Carlisle, Pennsylvania, as Executor of this my Last Will and
Testament. I further provide that my said Executor shall not be required to file any bond
or other security in any jurisdiction to secure the faithful performance of its duties nor be
required to obtain any order or approval of any Court for the exercise of any power or
discretion set forth in this Will.
SEVENTH: In addition to the powers conferred by case-law, by statute and by other
provisions of this Last Will and Testament, my personal representative shall have the
following discretionary powers applicable to all real and personal property held by it, which
powers shall be effective without Order of any Court and which shall exist and continue
until the time of actual distribution.
A. To retain any property of any nature received by them for whatever
period it may deem advisable;
B. To invest and reinvest all or any part of the assets of my Estate without
regard to statutes limiting the property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of the
assets of my Estate, for cash or on terms, publicly or privately, or to lease, without
liability on the purchasers to see to the application of the proceeds, and to give
options for these purchases without the obligation to repudiate them in favor of a
higher offer;
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D. To execute and deliver any deeds, leases, assignments or other
instruments as may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and
closing of my Estate, including the right to horrow money from any bank, including
Financial Trust Company, and to mortgage or pledge any asset of the estate as
security;
F. To loan to, and to purchase assets from, my estate, even if it is also
acting as Executor thereof.
G. To make any distrihution hereunder either in kind or in money, or
partially in kind and partially in money, considering of course the reasonable wishes
of the beneficiary. Distribution in kind shall be made at the appraised value of the
property distributed, as it is set forth in the inheritance tax return filed in my Estate;
H. To exercise any suhscription right in connection with any security held
hereunder, to consent to or participate in any recapitalization, reorganization,
consolidation or merger of any corporation, company or association, the securities
of which may be held hereunder; and to delegate authority with respect thereto, to
deposit investments under agreements, to pay assessments, and generally to exercise
all rights of investors;
I. To continue in any partnership, joint venture, joint ownership or other
business enterprise of which I am a part of the time of my death;
J. To compromise claims;
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K. To continue for whatever period of time my personal representative
shall deem necessary any ownership as a tenant in common or as a partner, in real
estate or other property and to act as I would have done had I been living;
L. To do all other acts in its judgment necessary or desirable for the
proper management, investment and distribution of the assets of my Estate.
EIGHTH: No income or principal held for the use and benefit of the beneficiaries
of this Estate shall be in any way or manner suhject to anticipation, assignment, pledge, sale
or transfer, nor shall any such interest, while in the possession of my Executor, be liable for
or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to
attachments, executions or sequestrations under process of law.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this J ;..J
day of M l 1997.
\
7J1/~-_{L:' "?}
YS R. MILLIGAN
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
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c:lwp51IWillsIMilligun.GR\smf.
COMMONWEALTH OF PENNSYLVANIA :
. 55.
.
COUNTY OF CUMBERLAND :
I, GLADYS R. MILLIGAN, Testatrix, whose name is signed to the attached or
foregoing instrument, having heen duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will; that I signed it willingly; and that
I signed it as my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by GLADYS R. MILLIGAN, the
Testatrix, this ::J JuR day of ~'t- ' 1997.
,
~tV~)?J~
" GL~DYS R. MILLIGAN, . estatrix
~
NOTARIAL SEAl.
SUSAN ... RAMSEY, NCIIIIy PubIc
CarlIsle, Cwnbertand Ccu1Iy, PI.
My CommIssion ExpIres SepIembw 8, 1999
6
c:\wp51\Wills\Mil!ig~,GR\smr .
COMMONWEALTH OF PENNSYLVANIA :
: SSe
COUN1Y OF CUMBERLAND :
We, ROQ"pr M. Mnrgpnt-hrll and Dawn M. Mentzer , the witnesses
whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we are present and saw Testatrix, GLADYS R.
MILLIGAN, sign and execute the instrument as her Last Will, that she signed willingly and
that she executed it as her free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that
to the best of our knowledge the Testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by Roger M. Norgenthal
and Dawn M. Mentzer , witnesses this 3rd day of
July , 1997.
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Nota
~JOTARlAl SEAL
J>U8AN M, RAMSEY. Notary Public
Carlisle CUmberland County, Pa.
fIr'/ CommIsaion ExpIres September 6. 1999
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Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, P A ]7013
CERTIFICA TION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Gladys Rice Milligan
Date of Death: 2-6-04
Will No. 2104-00237 Admin. No. 2104-00237
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 15,2004.
Name Address
Lafayette College Attn: Robert Nourse, 307 Markle Hall, Easton, PA 18042
Mrs. Doris Lightner 47 Lightner Road, Landisburg, P A 17040
William and Beatrice Weaver 1808 Sun Crest Drive, Carlisle, P A 17013
John and Dorothy Neidley 4010 Meadow Drive, PO Box 125, Cornwall, PA 17016
Wayne and Gladys Showalter Box 162, Brownfield, PA 15416
Trinity United Church of Christ RD #1, Landisburg, PA 17040
Notice has now been given to all persons entitled thereto under Rule 5,6(a),
Date: March] 5,2004 Signature
Name
Address Manufacturers and Traders Trust Company
I West High Street
Carlisle, PA ]7013
Telephone (717) 240-4505
'1d 'on" ;~:"~-', :'""qUlIlQ
Capacity: Personal Represeriilinve '1BI:",l
cc: Steven Fishman, Esquire ~V: Zkl at HVW 170.
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003880
M&T TRUST COMPANY
1 WEST HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
____un fold --.------- --------
101 I $997,50
ESTATE INFORMATION: SSN: 201 -30-41 62 I
FILE NUMBER: 2104-0237 I
DECEDENT NAME: MILLIGAN GLADYS R I
DA TE OF PAYMENT: 04/29/2004 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 02/06/2004 I
I
TOTAL AMOUNT PAID: $997.50
REMARKS: M & T
CHECK# 758668
INITIALS: VZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
DEPARTMENT OF REVENUE
REV-150D EX(6-~) REV-1500 OFFICIAL USE ONLY
COMMONWEALTH OF
... PENNSYLVANIA INHERITANCE TAX RETURN
DEPARTMENT OF REVENUE FILE NUMBER
DEPT. 280601 RESIDENT DECEDENT 2 1 _0 4 o 2 3 7
HARRISBURG, PA 17128-0601 -- -----
COlMY CODE YEAR tWBER
DECEDENrs NAtJE (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURrTY NUMBER
I-
Z Milliqan, Gladys R. 201-30-4162
W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETlJRN MUST BE FILED IN DUPUCATE WITH THE
C
W 2-06-2004 4-12-1912 REGISTER OF WILLS
0
W (IF APPLICABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURrTY NUMBER
C
NA
w [1g 1. Original Return o 2. Supplemental Return o 3, Remainder Return (date of death prior to 12-13-82)
I-:
loo:~en o 4, Limited Estate o 4a, Future Interest Compromise (date of deethafter 12-12-82) o 5. Federal Estate Tax Retum Required
uO:::O::
wo..u iii 6. Decedent Died Testate (Attach copy of WlI) !iI 7, Decedent Maintained a Uving Trust (Attach copy of Trust)
::r:OO ---18. Total Number of Safe Deposit Boxes
uO::...J
0..00
~ o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 11. Bection to tax under See. 9113(A) (AIlach Sch 0)
I- THI$ SECTlOJII M.O$T BE COIVlPLETED; All CQRRESf'Ol\IDENCEANP CC)NFlDENl"lAL. TAXINFORNIATIONSHQUl.[) BePlRECTEPT():
z NAME COMPLETE MAILING ADDRESS
w
0 Ronald S. Kearns, CPA 804 Wayne Avenue
z
0
0. FIRM NAtJE (W Appicable) Chambersburg, Pa. 17201
en Smith Elliott Kearns & Company, LLC
w
0::
0:: TELEPHONE NUMBER
0
u (717(263-3910
1, Real Estate (Schedule A) (1) 16,512 ~E)t1: 9FFICIAL;y'?E ONLY
1,274,985 toe)' o "1'
2, Stocks and Bonds (Schedule B) (2) ,p. '.",
I
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) (/J
n"]
-eJ
4. Mortgages & Notes Receivable (Schedule D) (4) W
5. Cash, BlI1k Deposits & Miscellll1eous Personal Property (5) 161,131.00 0
Z (Schedule E)
0 6, JoinUy Owned Property (Schedule F) (6)
5 o Separate Billing Requested ':::'1 ..~..
-J
::;) 7, lnter.VlVos Trll1sfers & Miscellaneous Non-Probate Property (7)
I- (Schedule G or L)
ii: 8, Total Gross Assets (total Lines 1 - 7) (8) 1,452,628.00
~
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 69,932.00
W
IX 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 3,622.00
11. Total Deductions (total Lines 9 & 10) (11) 73,554.00
12. Net Value of Estate (Line 8 minus Line 11) (12) 1,379,074.00
13. Charitable and Governmental Bequests/See 9113 Trusts for which 111 election to tax has not been (13) 1,372,074.00
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13) (14) 7,000.00
SEE INSTRUCTIONS FORAPPUCABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0
~ rate, or transfers under See, 9116 (a)( 1.2) X.O_ (15)
~ 16. Amount of Line 14 taxable at lineal rate X.O_ (16)
::;)
a. 17, Amount of Line 14 taxable at sibling rate X .12 (17)
:E
0 18, Amount of Une 14 taxable at collateral rate 7 , 000 X .15 (18) 1,050.00
0
a 19, TaxDue (19) 1,050.00
20, 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE. AND RECHECK MATH < <
STFPA42021F.1
I
Decedent's Complete Address:
ST~EET ADDRESS S h T dd M '1 H
ara 0 ernor1a orne
1000 W. South Street
CITY l' 1 I STATE Pa I ZIP 17013
Car lS e
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 1,050.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 997.50
C. Discount 52.50
Total Credits (A + B + C) (2) 1,050.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due, (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSV\ER TliE FOLLOVVlNG QUESTIONS BY PLACING AN "X" IN TliE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income ofthe property transferred; ........................................ 0 ~
b. retain the right to designate who shall use the property transferred or its income; . , . . . . . . . . . . . . . . . .. 0 ~
c. retain a reversionary interest; or .......,..........,.................... . . . . . . . . . . . . . , .' 0 ~
d. receive the promise for life of enher payments, benefits or care? ...........,.........,'..'"... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . , . . . . . . . . . . , . . . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . .. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . ., 0 [X]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ... . . . , . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . , . . . . . . , . . . . . . . .. 0 iii
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare thai I have examined this retum, including accanpillying schedules a1d statements, a1d to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which prepa-er has illY knowledge,
SIGNAT OF PERC!' R PONSIBLE FOR FILING RETURN SE~~f-9, 2004
ADD SS
I W~~r HI61i S ~ca. {'j(,et..--ISl[ / jJA 17013
SIGNA~OT~~~~ DATE
9-.:<../-0 5/
- ,
AD~ESS
804 Wayne Avenue, Chambersburg, Pa. 17201
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imCtOSed on the net value of transfers to or for the use of the surviving sCiouse is 0% [72 P.S. ~9116 (a) (1,1) (ii)].
The statute does not exemot a transfer to a surviving spouse om tax, and the statutory requirements for disclosure of assets and ling a tax return are still applicable even
if the surviving spouse is the only beneficiary,
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value oftransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S. ~9116(a)(1,3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
STFPA42021F,2
~
REV-1502 EX + (1-97) (I)
- SCHEDULE A
CO/vtvlONWEALTH OF PENNSYlVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
All real property owned solely or as a tenant in conmon must be reported at fair market value. Fair market value is defined as the price at which propertyWlJlJd be exchalged between a
willing buyer lIld a willing seller, neither being canpelled 10 buy or sell, both having reasonable knowledge of lhe relevilll facts, Real property which is jointlyo(lWll8(l with right of survivorship
must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 103 High Street, Landisburg, Pa.17040
Perry County Deed Book 503, Page 70
Sale Proceeds-Settlement Sheet Attached 16,512.
TOTAL (Also enter on line 1, Recapitulation) $ 16,512.00
(If more space is needed, insert additional sheets of the same size)
SlF PA42021F.3
REV-1503'EX + (1-97) (I)
.. SCHEDULE B
C0w.10NWEAlTH OF PENNSYlVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 11 Shs The Bank of Landisburg 136,675.
2 $100 US Savings Bond-Series EE 50.
Accrued Interest 67.
3 Gladys R. Milligan Revocable Trust,M&T Bank Trustee
Account # 635728603
Valuation by Estate Valuations&Pricing Systems
Attached 1,130,252.
Accrued Interest 7 , 941.
TOTAl (Also enter on line 2, Recapitulation) $ 1,274,985.00
(If more space is needed, insert additional sheets of the same size)
SlFPA42021F,4
,
REV-1504 EX + (1-97) (I)
. SCHEDULE C
COWMONWEALTH OF PENNSYlVANIA CLOSELY-HELD CORPORAll0N,
INHERITANCE TAX RETURN PARTNERSHIP or SOLE-PROPRIETORSHIP
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporaIionIpartnership interest ci the decedent, other Ihlll a soIe-proprielorship.
See instruclions for the supporting information 10 be submitted for sole-proprietorships,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NA
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
SlF PA42021F,5
REV-1507 8<.. (1-97) (I)
. SCHEDULE D
Cor.t.lONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
All property jointly-owned with the right of survivOIShip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NA
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
SlFPA42021F.8
REV-1508 EX + (1-97) (I)
. SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
Gladys R. Milliqan 21-04-0237
Include the proceeds cllitigaion and the dale the proceeds were received by the estate, All property joirtJy-awned with the right of survivOIShip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Gladys R. Milligan Revocable Trust,M&T Bank Trustee
Income Cash-Account #635728603 6,08l.
2 Gladys R. Milligan Revocable Trust,M&T Bank Trustee
Principal Cash Account #635728603 119,514.
3 The Bank of Landisburg-Super Now Account #0604879 17,420.
Accrued Interest 3.
4 The Bank of Landisburg-Passbook Savings
Account #060483620 337.
Accrued Interest 1.
5 The Bank of Landisburg-Passbook Savings
Account #060487920 594.
Accrued Interest 1.
6 The Bank of Landisburg-Irrevocable Burial Fund
Account #065985101 15,738.
Accrued Interest 460.
7 Miscellaneous Personal Property Held in Safe Deposit
Sale Proceeds 785.
8 Highmark-Refund of Insurance Premiums 150.
9 Sprint-Refund 28.
10 Stephen&Charlotte Kowalewski,Jr.-Refund of real
estate taxes 19.
TOTAl (Also enter on line 5, Recapitulation) $ 161,131.00
(If more space is needed, insert additional sheets of the same size)
S1FPA42021F.9
,
REV-1511 EX + (1-97) (I)
. SCHEDULE H
C0M\10~TH OF PENNSYlVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1, Nickel Funeral Home 9,598.
2 Wayne Showalter-Reimbursement for travel and funeral
costs 765.
3 Landisburg Church of God 200.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Convnissions
Name of Personal Representative(s) M&T Trust Company
Social5eaJrity Number(s) I EIN Number of Personal Representative(s) 25-6243516
StreelAddress One West High Street, PO Box 220
City Carlisle State P a Zip 17013
Year(s) Commission Paid: 2 004 44,000.
2. Attorney Fees 10,000.
3. FlI1lily Exemption: (If decedent's address is nol the same as claimcrrt's, attach explanation)
Claimart
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 923.
5. Accountcrrt's Fees 2,400.
6. Tax Retum Prepa-er's Fees
7. Brodisch Real Estate-Appraisal of Real Property 235.
8 Terry Reisinger-Real Estate Tax 57.
9 Cumberland County Law Journal-Advertising 75.
10 Landisburg Municipal Authority-Utilities 110.
11 M&T Bank-Bank Charges 20.
12 Sprint-Phone 7.
13 Sprint-Phone 35.
14 Smith Elliott Kearns&Company,LLC-Preparation of 2003
Income Tax Return 265.
15 M&T Bank-Fiduciary Fees 737.
16 Sub-total from oaqe 2 505.
TOTAL (Also enter on line 9, Recapitulation) $ 69,932.00
(If more space is needed, insert additional sheets of the same size)
STFPA42021F,12
REV.1509EX + (1-97) (I)
. SCHEDULE F
COt.t.lONWEALTH OF PENNSYlVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
If an asset was made joint within one y_ of the decedent's date of deaIh, it must be reported on Schedule G.
SURVMNG JOINT TENANT(S) NAME ADDRESS RElATIONSHIP TO DECEDENT
A.
S.
C.
JOINTLY-OWNED PROPERTY:
lETTER DATE DESCRlPllON OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE InckI:le reme of finardal inslilllion arxl barll accoll1l runber or similar identifying runber, DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT Attach deed for joinlly-held real eslale. VALUE OF ASSET INTEREST DECEDENrSINTEREST
1. A. NA
TOTAL. (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
STF PA42021 F.1 0
REV-1510 EX + (1-97) (I)
SCHEDULE G
COIINONWEAlTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
Gladys R. Milligan 21-04-0237
This schedule must be completed and filed if the answer to 'aTf ci questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY "10 OF
ITEM It-CLUlE TH: NAME OF THO TRANSFEREE, TH:JR RB.ATIONSHP TO DECEDENT Pm TH: DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER OF TRANSFER. ATTACH A COPY OF THO DEED FOR REAl. ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1. NA
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
SlFPA42021F.11
REV-1511 EX + (1-97) (I)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
Debts of decedent must be reported on Schedule \,
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Represen\alive's Commissions
Name cI Personal Representative(s)
Social SeaJrity Number(s) I EIN Number rJ Personal Representative(s)
Street Address
City Slate Zip
Yell'(s) Commission Paid:
2. AIIarney Fees
3. Family Exemption: (If decedent's address is not \he same as claimant's, atIach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant 10 Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7.
16 Cumberland County Law Journal-Advertising 5.
17 The Sentinel-Advertising 129.
18 Shane Gilbert-Maintenance and repairs 80.
19 Settlement Charges on sale of real property 29l.
TOTAL (Also enter on line 9, Recapitulation) $ 505.00
(If more space is needed, insert additional sheets of the same size)
SlfPA42021F,12
REV-1S12'EX + (1-97) (I)
SCHEDULE I
COIvNONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Betra-in-Home Care-Health Care Aide 148.
2 Pharmerica-Perscription 349.
3 Sprint-Phone 40.
4 United Church of Christ Homes-Nursing 1,642.
5 United Church of Christ Homes-Mise 25
6 United Church of Christ Homes-Nursing 179.
7 United Church of Christ Homes-Mise 88.
8 Pharmerica-Perscription 8 .
9 Three Springs Family Practice-Medical 50.
10 RR Retirement-Refund 851.
11 M&T Bank-Bank Fee 42.
12 Commonwealth of Pennsylvania-Estimated 2004 Inc Tax 200.
TOTAL (Also enter on line 10, Recapitulation) $ 3,622.00
(If more space is needed, insert additional sheets of the same size)
STF PA42021 F.13
REV-1513'EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Gladys R. Milligan 21-04-0237
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2))
1. DORIS Lightner
47 Lightner Road
Landisburg, Pa. 17040 Friend 1,000.
2 William S. Weaver
1808 Sun Crest Drive
Carlisle, Pa. 17013 Friend 1,000.
3 Beatrice J. Weaver
1808 Sun Crest Drive
Carlisle, Pa. 17013 Friend 1,000.
4 John W. Neidley
4010 Meadow Drive, PO Box 125
Cornwell, Pa. 17016 Friend 1,000.
5 Dorothy Neidley
4010 Meadow Drive, PO Box 125
Cornwell, Pa. 17016 Friend 1,000.
6 Wayne Showalter
Box 162
Brownfield, Pa. 15416 Friend 1,000.
7 Gladys Showalter
Box 162
Brownfield, Pa. 15416 Friend 1,000.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. New Hope UCC
1988 Landisburg Road
Landisburg, Pa. 17040 1,000.
2 Lafayette College
Office of College Relations
307 Markle Hall, Easton, Pa. 18042 1,371,074.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1 372 074.00
(If more space is needed, insert additional sheets of the same size)
STFPA42021F.14
Hl05.112 REV. 8188 WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
(FEE FOR THIS . TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
CERTIFICATE $2.00) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 5549036 February 9, 2004
Date of Issue of This Certification
Name of Decedent Gladys R. Milliqan
First Middle Last
Sex Female Social Security No. 201-30-4162 Date of Death 2-6-2004
Date of Birth April 12, 1912 Birthplace Landisburg, PA R.R.#l
Place of Death Sarah Todd Memorial Home Cumberland Carlisle Pennsylvania
FaciHty Name County City. Borough or Township
Race White Occupation Homemaker Armed Forces? (Yes or No) No
Decedent's Sarah Todd 17013
Marital Status Widow Mailing Address Memorial Home 1000 W. South St., Carlisle, Pi
Number Street City or Town State
Informant Beatrice Weaver Funeral Director James F. Nickel
Name and Address of
Funeral Establishment Nickel Funeral Home, Loysville, PA 17047
I
I Interval Between
Part I: Immediate Cause I Onset and Death
I
I
(a) Generalized Arteriosclerosis I
I
I
I
(b) I
I
I
(c) I
I
I
I
(d) I
Part II: Other Significant Conditions I
I
Severe COPD, Osteoporosis, Dementia I
I
Manner of Death Describe how injury occurred:
Natural [){X Homicide 0
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determined 0
Name and Title of Certfier David A. Dell M.D.
(M.D., D.O., Coroner, ME)
Address 303 N. Baltimore Ave., Mt. Holly Springs, PA 17065
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State Vital Records Office for permanent filing.
50-455
District No.
February 9, 2004 St. , New Bloomfield, PA 17068
Dale Received by Local Registrar Street Address City, Borough, Township
STATE OF PENNSYLVANIA SHORT CERTIFICATE
COUNTY OF CUMBERLAND
I, GLENDA FARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the lOth day of March A.D. ,
Two Thousand and Four,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of MILLIGAN GLADYS R , late of CARLISLE BOROUGH
(LAI::lT, !'. 1 KI::l'l' , M1UULJ:i)
in said county, deceased, to M&T TRUST COMPANY
(LAI::lT, !,'lKI::lT, M1UULJ:i)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this 10th day of March
A.D., Two Thousand and Four.
File No. 2004-00237
PA File No. 21-04-0237 rdtA1k;}{JMl t1, ,~~~~h, f"" ~J)~~ister
Date of Death 2/06/2004
S.S. # 201-30-4162
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
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W / tM-. CJuJ:LUi:).
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2004-00237 PA No. 21-04-0237
ESTATE OF MILLIGAN GLADYS R
(LAbT, !"lKbT, lVIllJ U L.ti )
Late of CARLISLE BOROUGH ,
CUM~.tiKLANU CUUN~Y,
Deceased
Social Security No. 201-30-4162
WHEREAS, on the 10th day of March 2004 an instrument
dated July 3rd 1997
was admitted to probate as the last will of MILLIGAN- GLADYS R
(LAbT, !"lKtiT, IVl.lUUL.ti)
late of CARLISLE BOROUGH , CUMBERLAND County, who died on the
6th day of February 2004 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to M&T TRUST COMPANY
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 10th day of March 2004.
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
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1Eagt lOUt anb Q[eglutttttd C)rId- ~
OF
GLADYS R. MILLIGAN
.:21- 04 -0).3'
I, GLADYS ~ MILLIGAN, of 1000 West South Street, Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and
form following:
FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me.
SECOND: I hereby direct my Executor to pay all my just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death; and to
expend such funds as it may in its sole discretion deem necessary and appropriate for the
purchase, erection and inscription of a suitable marker for my grave.
THIRD: I direct that all taxes which may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, sh~l be paid out of my
estate as a part of the administration of my estate.
FOURTH: I give, devise and bequeath certain monetary amounts as follows:
A. $1,000.00 to DORIS (MRS. NEIL I.) LIGHTNER, of Landisburg,
Pennsylvania, provided she survives my death;
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B. $1,000.00 to WILLIAM WEAVER, of 1808 Sun Crest Drive, Carli~le,
Pennsylvania, provided he survives my death;
C. $1,000.00 to BEATRICE (MRS. WILLIAM) WEAVER, of 1808 Sun
Crest Drive, Carlisle, Pennsylvania, provided sbe survives my death;
D. $1,000.00 to TRINITY UNITED CHURCH OF CHRIST, Landisburg,
;-.,':., '.PeIinsylvani~ for its general uses ane purposes;
,
E. $1,000.00 to JOHN W. NEIDLEY, of 73 Rodes Valley Drive,
Nellysford, Virginia 22958, provided he survives my death;
F. $1,000.00 to DOROTHY (MRS. JOHN W.) NEIDLEY, of 73 Rodes
Valley Drive, Nellysford, Virginia 22958, provided sbe survives my death;
G. $1,000.00 to WAYNE C. SHOWALTER, of Box 162, Brownfield,
Pennsylvania, provided he survives my death;
H. $1,000.00 to GLADYS M. (MRS. WAYNE C.) SHOWALTER, of Box
162, Brownfield, Pennsylvania, provided she survives my death;
FIFTH: I give, devise and bequeath the remainder of my estate, of every nature
and wherever situated, to lAFAYETfE COLLEGE, Easton, Pennsylvania, to be added to
the FRANK J. MILLIGAN LOAN FUND in the College Endowment. The conditions of this
fund have been detailed in a separate statement which is on file at Lafayette College in the
Office of the Director of Estate Planned Giving, and said conditions are incorporated herein
by reference.
2 b.lt/it2tials
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SIXTH: I nominate and appoint FINANCIAL TRUST SERVICES COMPANY,
.of One West High Street, Carlisle, Pennsylvania, as Executor of this my Last Will and
Testament. I further provide that my said Executor shall not be required to file any bond
or other security in any jurisdiction to secure the faithful performance of its duties nor be
required to obtain any order or approval of any Court for the exercise of any power or
discretion set forth in this Will.
SEVENTH: In addition to the powers conferred by case-law, by statute and by other
- -
provisions of this Last Will and Testament, my personal representative shall have the
following discretionary powers applicable to all real and personal property held by it, which
powers shall be effective without Order of any Court and which shall exist and continue
until the time of actual distribution.
A. To retain any property of any nature received by them for whatever
period it may deem advisable;
B. To invest and reinvest all or any part of the assets of my Estate without
regard to statutes limiting the property which a fiduciary may purchase;
C. To sell, transfer, exchange or otherwise dispose of, any part of the
assets of my Estate, for cash or on terms, publicly or privately, or to lease, without
liability on the purchasers to see to the application of the proceeds, and to give
options for these purchases without the obligation to repudiate them in favor of a
higher offer;
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D. To execute and deliver any deeds, leases, assignments or other
instruments as may be necessary to carry out the provisions of this Will;
E. To borrow money, if necessary to facilitate the administration and
closing of my Estate, including the right to borrow money from any bank, including
Financial Trust Company, and to mortgage or pledge any asset of the estate as
security;
F. To loan to, and to purchase assets from, my estate, even if it is also
acting as Executor thereof.
G. To make any distribution hereunder either in kind or in money, or
partially in kind and partially in money, considering of course the reasonable wishes
of the beneficiary. Distribution in kind shall be made at the appraised value of the
property distributed, as it is set forth in the inheritance tax return filed in my Estate;
H. To exercise any subscription right in connection with any security held
hereunder, to consent to or participate in any recapitalization, reorganization,
consolidation or merger of any corporation, company or association, the securities
" . of which .may be held hereunder; and to delegate authority with resp~ct thereto, to
deposit investments under agreements, to pay assessments, and generally to exercise
all rights of investors;
1. To continue in any partnership, joint venture, joint ownership or other
business enterprise of which I am a part of lhe time of my death;
J. To compromise claims;
4 JWrrz initials
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K To continue for whatever period of time my personal representative
shall deem necessary any ownership as a tenant in common or as a partner, in real
estate or other property and to act as I would have done had I been living;
L. To do all other acts in its judgment necessary or desirable for the
proper management, investment and distribution of the assets of my Estate.
RIGHm: No income or principal held for the use and benefit of the beneficiaries ..,
of this Estate shall be in any way or manner subject to anticipation, assignment, pledge, sale
or transfer, nor shall any such interest, while in the possession of my Executor, be liable for
or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to
attachments, executions or sequestrations under process of law.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;] ....d
day of M · 1997.
~ ..
,e/ P 'vfr rJ
/ GLA YS R. MI~
SIGNED, SEALED, PUBLISHED and
DEClARED in the presence of:
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COMMONWEALTH OF PENNSYLVANIA .
.
. SS.
.
COUNlY OF CUMBERLAND .
.
I, GLADYS R. MILLIGAN, Testatrix, whose name is signed to the attached or
foregoing'inStroment, baving been duly qualified according. to l~l.w, do hereby acknowledge.
that I signed and executed the instrument as my Last Will; that I signed it' willingly; and that
I signed it as my free and voluntary act for tbe purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by GLADYS R. MILLIGAN, the
Testatrix, this :'J Ai day of ~'r . . 1997.
.
~:/:MI~~
NOTARIAL SEAL ,
SUSAN M. RAMSEY,'NoIaly NIIIc
CarIfsIe, Cmiberfand CounIy. PI.
My CornnisslaI:l ExpIres SepIerriler 8, 1999
.
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COMMONWEALTH OF PENNSYLVANIA .
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COUNTY OF CUMBERLAND .
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We, 'RoQ'~r M Morqpnf-nrl1 and Dawn M. Mentzer , the witnesses
whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose, and say that we are present and saw Testatrix, GLADYS R.
MILLIGAN, sign and execute the instrument as her Last Will, that she signed willingly and
that she executed it as her free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that
to the best of our knowledge the Testatrix was at that time 18 or more years of age, of
sound inind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by Roger M. }'lorgenthal
and Dawn M. Mentzer . witnesses this 3rd day of
Julv .1997.
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Witness
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Wit ess
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Nota Pu .- .
I NOTARIAL SEAL
I SIJSAN M. RAMSEY, Notary PublIc
Carlisle Cumberland County, PI.
My CommIssion expires SepIember 8. 1999
7
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, , REVOCABLE TRUST AGREEMENT
FOR
Gladys R. Milligan
ON THIS DATE, August 27th 2001 , I, Gladys R. Milligan of
.
Landisburq, Perry C~., Pennsylvania , and Manufacturers and TradeB Trust COIIlpany ~T
Bank), the Trustee, hereby enter into the following apcment
CREATION WHEREAs, I wish to create a revocable trust primarily for the P\!IPose of being relieved of
OF TRUST investment responsibility and to provide for myself or any penion dependent on me if for any
reason I am unable to direct In writina the disposition ofincOlQe and principal of the Trust.
NOW. THEREFORE, in consideration ot the Trustee's willinaueSs to serve under this
agreement, I transfer and assign to tho 1'n1stce, in. trust. th~ property described iD Articlo IX.
This PfOperty. togother \Vidl all other additional property herefnaftec received. by the Trustee,
shall be held. managed, invested and distributed in accordauce with tbo folloWing terms and
conditions:
ARnCLE I
D1STRlBVTIONS Durine the tenn of the Trust, the l'ruitee sball hold, IQlI.llage, invest and reinvest tho tnJst
property, shall collect the income thereftorn and sball distribute tho net Income and so much of
tho prinoipaJ as I may. from time to time, request for whatever purpose or purposes I may
designate. Any Undistributed Income may be added to principal for reh:l.veatment by the
Trustee. It, for any reason. I am unable to direct in writfna how to dispose of the incomo and
principal of tho Trust, l authorize and d!rect the Trustee to apply such of the iDcom.o and
principaJ for my benefit or tor tho benet1t of any person depeQ.deut upon mo as the Trustee
deems appropriate in its solo discretion and to continuo my pattem of ma1dna lifts to
individuals and OIpnizatfons..
I reserve the ript to appoint any part or all of the principal of the troit to any one or more
persons (includine myself) by c101iverina to the In.Jstee a written instrument executed and .
acknowledacd solely be 1]1& or by my duly aUl:horb:cd attomey.in-fact.
The Trustee shall not be liable for the good faith ~rdse of Its discretion in its determination
that { am incapable of manasing ltty affairs. Any paym=ts ~adc to me or 011 my behalf
which ~ made in good faith shall be deemed propar and tho Trusteo shall have DO duty to
inqUire a.s to the application of any such payments by the recipient.
Upon my death. the T.rustee shall distnDute the principal, together witb any undistnDuted
income, to or in trUSt for such one or more persOI15 Ot' organizations as I may appoint by Will
specificaI1y exerdsing this pOwer of appointment: OC, to the extent I do not exercise this power,
to my personal representative of my esta~ and thii Trust sba11 terminate. The receipt of the
trust property held under this agreement by suclt person, organization, or .Persomd
representative, shall release the Trustee from any i\uther responsibilities with respect to such
property. This Agnemout does not serve as a substitute for a Last Will and Testament.
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ARTICLE II
TRUSTEE'S In addition to the powers confened by law, the Trustee shall have the following powers, to be
AtrTHORI1'Y AND e'Cercised in its absoluto discretion without the ordel' Of ratification ot any Court: to retain all
INVESTMENT OF assets receiYed in kind as investments. without any duty of diversification, or to sell the same
TRUST PROPERTY upon such terms as it shall deem advisable; to invest in all forms ofpropeny without regarc1 to
sratutoty limitatious, including in One or more ot the collective iuvestment :NndSI maintained
by the TNStee Of any affiliate, Or such other assets as are acceptable to the Trustee; to hold,
shares in any registered investment company which may by advised by the Trustee or any
affiliate and 1i'om which the Trustee Or any affiliate may %eceive cOntpensation as advisOl",
sponsor. manager, C\Isl:oClian, transfer agent. registrar. distributor, or scmce proYil1cr; to
exchange or lease for an)' period ofUme any real Of personal propeny and to sive optioDS for
sales, exchanges and leases; to exercise all rights of security holders inclu.dfna the riJht to vote
persoually or by eenetal or limited proxy, an)' shares of stock; to register any securiti~ in the
Trustee's name or fn the namo of' a nomineo; to pay. cmnpromiso, settle Of release any olaim
01' controversy without court approval. to bOlTOW money 1iom any source, mcludfnc M&T
Bauk: and. to pledge any real or personal property pursuant themo; to delepte dfscmioMIy
Po.wcrs as permitted by applicablo law; to employ aeenm. brokers, IUOrne)'s and accountants
and to treat their eompensation as an administmion expense; and to make distribution in cash
or in kind at CUn'eDt values, in undivided intcJests or non-pro l'ata shares, and without regard to
income tax basis.
By WSy of illustration and not limitation, the T1UStee may invest in interest-bearinc accoUnts
or in certificates of deposit issued by the banJdna department of tho Trustee, or in securities
. undelWritten by syndicatea of which the TlUSteo Is a member, but not if purchased ftoom said
Tmsteei and may execute purchases and sales throulh q affiliated discount brakerqc service,
pa)'inr ita regular charaes as part of the tNSt a.dm.intsfntion expenses. so long as it provides
services of comparable quality and price as are availablo &om alternative brakerae. service
firms. The term "aftiUatc" shaI1 include a subsidiary of tho Tmstee o{' any aff1Uate of a
subsidiary.
The Tru.stee is not authorized to disclose, pursuant to SEe R.u1e 140-1(0). my name, a4c1ress.
or seeurby position(s) of current and/or future security holdings that the TNSt may OWD from
time to time.
The Trustee shaU not be liule to me or any beneficiary of thia tnJst for any loss that may
result from l'etaining Or making investmentS pursuant to my ctirections.
Any action or distn'bution made brthe Trostce at my directioZl or with my consent sha1I be
considered proper and authorized by this instrument. nOtwithstandine any ptovision of this .
instrument or role of Jaw to the con~ and the Trustee shall not be Uable to me or any
bencfici8Iy of the trust on accoUnt of any such aetiQJl or distribution. Durine my life I sbaD
represcm the interest of aU beneficiaries of the trust, present and tUture, contingent or vested,
in any action regarding the trust and my action shall be binding on all such beneficiaries.
ARTICLE DI
ADDITlONSTO It is understood that lU: any time ( may add cash or other property to the T~ created
TRUST ASSETS hereuncict. provided the same is acceptable to the Truatee.. whiCh cash or property shall
become subject to the teruli and conditions of this agreement. In a4c1itloD, any other person
may add cash or other property to the Trust created hereunder, provided the same is acceptablo
to the Tl'ustee. In the event of any addition to the Trust hereunder. tOe Trustee shall have no
responsibility for nUns any gift: We returns with respect thereto, unleq othenvise asreed to in
writing by the Trustee.
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ARTICLE IV
REVOCATION I expressly reserve the right at any time and from time to time to revoke, alter or amend this
AND AMENDMENT agreement by written notice delivered to the TJUStee, provided that the duties, powers,
compensation or liability of the TtuStee shall not be chanced without its lllirltten consent.
'Upon receipt of my revocation notice hereunder. the Txustee shall, within ninety (90) days
thereafter, deliver all property held hereunder to me or as I may direct in writina. The Tmsteo
shall be relieved of all liability for actini ill, accordance with any such directlODS.
I shall be considered as &'ineapacitated" or "incapable of manasma IDY affairs", for puzposes of
this trust when the Tn1stee receives written certification nom two physicians, One of whom
sha1l be my regula: attendina physician, that I have beCome unable to act rationally and
p1'Udcntly in my ftnancial best interest. regardless of whether there has beeu any adjudicatiou
of incapacity, mental illness. or need for a committee, conservator. guardian or similar
representative. A recovery nom incapability fot purposes of thi.t tIuSt shaD be upon the
receipt by the 1lusteo 01 written certiftcation f'rom two physicians, one of whom shall be my
regular attenclins physician, tbat I am no longer incapacitated -.nd am apin able to r:nauap my
own financial affairs, Tho Trustee shall not havo any duty to monitor the health of me or to
institute any fnquiIy into the possible incapacity of mo. Howe-ver, should any sw:h inquUy be
reasonably instituted, the expenses of tho inquiry shall bo paid. ft:om the trust estafO.
The Ttusteo shall not be liable to anyone for ro1yfDi in ,oad flaith on the aformneutioned
pbysiclans' certifications. It. physician shall not be liable to anyone for certifyina (offaillDl to
certifY) in lOad faith that I am or am not incapacitated tor puxpOS08 of this iDsttmneu.t. and
such physicians shalI be indemnified and held harmless :&om any loss occasioned by such
certification or non-certification made in ,ood faith.
ARTICLE V
RESIGNATION The Trustee may re.sian at any time without stating cause by deliv=B thirty (30) days written
notice of aw::h resignation to me. In rcsiguina hereunder, the Trustee shall deliver, within
ninety (90) days of the cft'ecti'Ve date of its resignation notice, all property held under this
agreement to me or lUll may direct in wrl~.
ARTICLE VI
COMPENSATION The Tmstee shall be entitled to deduct as compensation for its services hereuncler a fee which
sball be in accordance with its schedule of charges in effect at the time such seIVfcea arc
pedormed, and which Shall be payable at such time and in such IIUIJUl.er as tho Trustee may
from time to time establish. For any special or extraordinary services, the TnISteO shall be
entitled to additional reasonable compensation for such services.
ARTICLE VII
CHOICE OF LAW ~ and the TOJSI: hereby created shall be construed and governed by the laws of
without regard to its conflict otlaws provisions.
ARTICLE VIII
MERGER ADy corpoI1!1:ion xesulting ftom 8D)' merger, conversion. reorganization or cODSolidation to
OF TRUSTEE wbich tho T~ee may be a party, or any corporation otherwise succeod1ng gCXlCl8lly to aU or
the greater part of the ll$Sets Of business of the T1'\l5tee, shall be the suc:cessor to it 85 Trustee
hereunder without the execution or filing of any paper and without an)' further action on the
part afmy party.
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ARTICl,E IX
PR.OPERTY The Trustee acknowledges receipt of the property listed. below and accepts such property upon
SCHEDULE the temls and conditions herejg set forth.
~ The property schedulo is auachcd.
ARTICLE X
CONSULTATION I lludef~d that this asreement with the Trustee does Dot sene u a substitute to.. a
WITH ATI'ORNEY Last Win 311d Testament and that I am bereby alhrised and enCOllfllged to dlscusli the
terms of this agreement and its relation to my estate plan wlth an attonley of my choice.
ARTICU XI
ENTIRE This aareement constitutes the entire agreement between the Trustee and me and supersedes
AGREEMENT all prior or cautempotmeQus dfsc:ussiolU, undex1tandinp Or agreements between us.
IN WITNESS WHEREOF, this agreement has been executed, as of the day and year first wriUm above, by me and o~ behalf
of the Trustee by its duly authorized officer.
Tru.stee:
MANUFACTURERS AND TRADBRS TRUST COMPANY_
~c!/7 -'0,. '"
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riu~ OJ? ,2.001 ~ &27,dltlJ
Date Date
/~L-~h"'''__
W''''k/J$
s
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...
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~ REV-oI5 ex + (1.92\ ~. ., ;.~
SAFE DEPOSIT BOX
COMMONWEALl'H Of PENNSYlVANIA .
DfI'ARTMENT OIlEVENUI INVENTORY. '..' . ..
INHEllrANQ TAX DIVISION
, Dm. 210601
HAUISIUIlG. I'A rn21-0601 PI.ase Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAl. SECU~ITY OR DEATH CERTIFICATE NUMBER
21. 2004-00237 201-30-4162
DECEDENT'S NAME {LAST, FIRST, MIDDlEJ DATE OF DEATH
Milligan, Gladys Rice February 6, 2004
ADDRESS OF DECEDENT {STREEl} {OTYJ (ST.A TE) (ZIP CODE)
c/o Sarah Todd Memorial HOme, 1000 W. South Street, Cariisle PA 17013
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
Manufacturers ~~d Traders Trust Company, Executor
(STREET ADDRESS) (CITY) (STATE) (ZIP CODE)
One West High Street, CarliSle, PA 17013
.NAME,..AOORESS AND RELATlONSHIP'(1F i\NY)'TO DECEDENT~ OF PERSON(S)'PRESENT AT TffE 80X OPENiNG' . u_,., -. 'v' u, .... . .. ".
a. (NAME) (RELAnONsHIp)
David C. Garity, Trust Officer For M&T Bank, Executor .
(STREET ADDRESSI (c:JTY) (STATE) (ZIP CODE)
One West High Street, Carlisle PA 17013
10. (NAME) (RElA nONSHlp)
Shawna.L. Scherer, Trust Officer For M&T Bank, Executor
(STREET ADDRESSI (CITY) (STATE) (ZIP CODE)
One West High Street, Carlisle PA 17013
c. (NAME) (RElATIONSHIp)
Roger L. BlUmenschein, BaDk of Landisburg
(STREET ADDRESSI (c:JTY) (STATE) (ZIP CODe)
100 N. Carlisle Street, Landisburg PA 17040
NAME AND ADDRESS OF FINANCIAL INsmunoN WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
Bank of Landisburg
(STREET ADDRESSI (CITY) (STATE) (ZIP CODE)
100 N. Carlisle Street Landisburg PA 17040
· NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY
Gbdys R. Milligan 11/1/96 1:40pm
. DATE OF CONTRACT TO RENT BOX NUMBER OF BOX . mu UNDER WHICH BOX IS REGISTERED
- 1/8/66 1436 Gladys R. Milligan
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME) 10. (NAME)
Gladys R. Milligan
(STREET ADDRESS) (STREET ADDRESSI
1000 W. South Street
(CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE)
Carlisle, PA 17013
. NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
David C. Gority, and Shawna L. Scherer
WAS A WILL IN THE BOX? DYES ~O If ye.. a. Dat. of wiD.
It. Nam. ancl adclre.. af personal reprw.entatfv.. " nameclln the will
(NAME)
(STREET ADDRESS) (CITY) (STATE) (ZI P CODE)
c. Nain. and addr... af attam.y, if any
(NAME)
(STREET ADDRESS) (CITY) (STAT!) (ZIP CODE)
Page .~f";;:;~":"(-.~';:?'; ,
. SAFE DEPOSIT BOX INVENTORY
. INSTRUCTIONS ~.J"
(1) Cash: Report total only. . . ., ". : . ..;',,:0. .
(2) Stocks: List in detail every common or preferr~d certificate, ~ ~a.:ra'nt or other rights found in box. ~todc:~ -~re
to be designated by name of company, certificate number, date of c:ertificate, name in which stock is registered,
and number of shares and dass of stock. .
. .
(3) Qbligcmons of U. S. Government: . Number of items, date of issue, face value, names in which registered
.. and type of ownership, i.e., jointly held, payable on death, ete. . ,:'",.: .... , . .
.... . . . .~
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in
book, name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as .
fully as possible.
(8) All other contents.
~ ITEM DESCRIPTION
.. n M' . ..._.... .u... ... .... ... . ...... '" .. .._ . . .. ... .
1 NONE.
2 NONE
3 1 - Series EE Bond $100 Face Value J
4 NONE
5 NONE
6 Man's gold-like pocket watch marked 14K gold Elgin, Man's gold-like pocket watch
with inscription of "J. T. .Milligan 1905", 1 - $1 gold piece 1857, 30 - Liperty
silver dollars, Envelope marked "Pop's.Rings" containing: 1-18K gold band,
1 -14K gold ring with diamond-like stone, and 1 -14K gold ring with diamond-like
stone, 1 - CCC lapel pin, 2~ SFS lapel pins, 2 - USFS lapel pins, and'
1 - white metal insurance ID
7 misc. cemetery deeds, misc. property deeds, various insurance policies
8 misc. stock certificates noted as "WORTHLESS", and 2 pair of seissors
I CERnFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF
CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF SAFE DEPOSIT BOX INVENTORY:
SIGNATURE SIGNATURE
PRINT NAME PRINT NAME AND CHEClC APPROPRIATE BOX BELOW,
David C. Gority, Vice President & Trust
PRINT TITLE Officer For M&T Bank, Executor CHECK APPROPRIATE BOX:
:Elexecutor(trixl 0 Administrotor(trix)
o Estate Representative 0 Joint owner of SGfe deposit box
NOTE: Attach additional 8Y2" x 11" sheet (s) if necessary or use duplicates of this page of form.
. .
- :.~' . -' -.., y' oY ..... II V. U L7 O~~~ ,..t... 2502-0265 ~
A B. TYPE OF LOAN'
. & U""BAU DEVELOPMENT 1.[]FHA 2.DFmHA 3.li)CONV. UNINS. 4. OVA 5.nCONV.INS.
UtS. DEPARTMENT OF HOUSING """" 6. FIUHIUMBER: 17. LOAN NUMBER:
~liill
SETTLEMENT STATEMeNT a. MORTGAGe INS CASE NUMBER:
C NOTE' This form {s furnished to GIVe you Ii stlltement of actual settlement casts. Amounts paid to and by the settlsmel/t agent are shown.
. . Itefn$ marked "[pOCr we,. paid outside the Closing: they 01/'8 show" hem far infrmnationaf pU/'TJoses and are not included in the totals.
1.0 31911 (MILUGAN BSTA11i.PFDJMII.L1GAtolIOSTA'l'E'Il
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Stephen J. Kowalewel<i. Jr, and Estate of Gladys Rice Mmigan The Bank of L.andisburg
Charlotte L, K/:)walewaki c/o M&T BanI(, 1 west High Street P.O. Box 179
105 East High Street Cerlilil., PA 17013 l8ndlsburg, PA '70040
landieburg. PA 17040
G. PROPERlY LOCATION: H. SETTLEMENT AGENT: 25-1894310 I. SETTLEMENT DATE:
High Street, Parcel #110,143.02-074.000 Salzmann, Hughes & F'.shman, P.C.
Landisburg, PA 17Q.40 JUly UI. 2004
Perry CoLJnty, Pennsylvania PLACE OF SETTLEMENT
9ij Alexander spring Road. Sulr:. 3
Cartlsle, P A 17013
~YOJ08( 'STRANSAC ON ~~CTION
ion. AMOL . AnD A"~
1 01. Contract Sales Prlce 1 a 511.99 401. Contract S1Iles Price 18.511 .99
102. PeJ'$Cnal ProDert'l 402. Personal Prooertv
103 SeltIement Cham_ to Borrower (Line 1400l 948.68 403.
1~ ~O~
105. 4OS.
ce BIICA
108. Countv/TWl), Ti1l<M 07/13104 to 12131/04 26.60 40f!. CountvfTIND. Taxes 07/13/04 to 12131104 ~.8D
107. Schaal T8l(eS to ~. Schoal1"llxela to
108. Asseamentll to 408. Assesementa to
1 es. 409.
110. 410.
111. 411.
112. 412-
120. GROSS AMOUNT DUE FROM BORROWER 17,487.27 420. GR~ AMOUNT OUE TO SELLER 18,538,59
200. AMOUNTS PAID By OR IN BEHALf 01" BOMOW!:R: 500. RED~T'ONS IN AMOUNT DUE TO SEU.ER:
201. Cecosit or earnest mal'1ev 500.00 501. E)(cess Oeooslt (See Instructional
202. Prlne/pal Amount of Ntw LoIlnle) 16000.00 502. Settlement Cha'DSS to Seller CLine 104(0) 290.72
203. existing 100n($) takel'l sUblect to 603. Existina !oanes) taken sublect to
204. 504. Payoff ot first M~
2O!l. 505. PBvoff gf seclOlld MOifDiae
2OEI. 508. DellOSlt retained bv seller 600.00
207. SO~
208. 508.
209. 509.
AD/ustmllnut I-or Items n ener Aalusrmem:s rot'l1sms un/Ja er
210. C4lJntvlTWD. Taxes to 510. CcUl'ltvfTwo. Taxes to
211. SchoolTa)(811 07/01/04 to 07/13/04 8.09 511. SchocllTaxes 07101104 tel 07/13104 8.09
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215. 515.
218. 516.
1217 517.
21 S, 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 16,508.09 520, TOTAL REDUCTION AMOUNT DUE SELLER 798.81
!OO. CASH 0 BO 800 CASH AT SETTLEMEN' SELLER~
301. Gross Amount Oue From Borrower (Una 120) 17 481.27 eo1. Gross Amount Due To Seller (Une 420) 18 S3a.5!i1
302. Lea Amount Paid BY/For Borrawer (L1n. ~O) (16,508.09) 802. Leas Reductions Due SellerlUne 520) (798.81)
3D3. CASH ( X FROM) ( TO J BORROWER 979.18 603. CASH ( X TO) ( FROM) SELLER 15,739.78
The undersigned heregy_ ~~eige l'eCQipt of. a co pleteel copy of pages 1 &2 of this statement & any att'l!lchments referred to herein.
- ~ U. I~~ · ...... .....~ Rlce~
~~~-f'~ BY, iJ all
hal10tte L. Kowalewski ~MT"'_/J ~N' ~(lEAJ ~.sr",.,
eIGa (/J'r"II_
.... ... I I V' ... V \I I V I I V I .... I'.....' V I.. .I '" J
. . I'atle 2
L. SETl'LEMENT CHARGES
700. TOTAL COMMISSION Based on l:Jrice ~ I1Il OL PAID FROM PAlO !"ROM
· OiV/sJon of Oommiaslon (llne 700) 8S FoHows: . BORRowaR'S SEIJ.2I\'8
701. S to FiJNgaAT PUNOSAT
702. $ to SErn.acElll!' SE71l.EMENT
703. CommIssion Paid at Settlement
704. to
800. ITEMS " IN CONNECnO OAl\I
a01. Lean Orlolnation Fee 0.1663 % to The BanI< of Landlsbum 25.00
802. l.oan Discount % to
~.~~~FM to
804. CI'6clit Reoort to
SO!. LendC!(lli InGDeetion Fee to
806. Mol1tla~e Ins. ADD. Fee to
807. Assumption Fee to
ace.
809.
810.
a".
900. ITEMS REQUIREO BV I I=NDIllR TO BE PAID IN ADVANCE
901. Interest From to G S ldav ( days 8.75000Al)
902. MortnMA Insurance Premium for months to
903. Haard InsUl1lllC8 Premium for 1.0 veers to
904.
905.
11100. aJllSE S ~lln.D
1001, Hazard Insurance mantM ~ oar month
1002. Mortallae lnaurance months S .... month
1003. . Taxes months $ oer month
1004. School TIJlCeS months S Ill!!r month
1 00l5. A~nts months @ $ per month
f~ momh_ s O~ mornh
1001. mohths $ plr manth
1 ODe\. months $ DAr month
11100 TI'"
1101. SAt11ementor Closlna Fee to
11102. Ahdl'l!lct or 1ltle Search to
1103. -TitiA EllaminatiOn to
1104. Title IMUl'Ince Binder to
11106 Oocument pnmaration to Salzmann Hu~r!. & Fishman P,C. poes
, 1 ce. NfItHrv Fees to
ff07. AttoI'neVs Fee. to
mdUda abaVll Jrtm numtJaI'S: J
110e TIMe Insurance t~ Salzm~ j:j~.;;hias 8. Fishman [:I.C. 8"811.... fN C:LTlC 420 00
(iflt:/ud.. above Item numbI1'S.'1101-11OS; 1107.1111 )
1109. L.ende.... C;average $
1110. OWne I Coverage $
1111.
1112.
1113.
'12011: G AJlCOAnlNG 6MD R CHAIi!GES
1201. Aec::otdlna Fees: Deed $ 38.SO; Mortgage $ 38.50; Releues $ 77.00
1~. Cltv/CountvTaxlSlsmos: Deed 165.12' Mortaace 165.12
1203. State TaxtSlamDS: RevenUe St&mgs 1 85.12: Mort=tle 1 es.12
1204-
1205-
1~tili. ilnnlTlONAL SETTLEMENT CHAB:i[S
, 301. Survey to
1302. Put Insaeellon to
1303. Ovemiaht Mall Fee to Salzmann. Hl.lohea & Fishman P .C. 15.50
1304. ~6 School Real Ear. Tax to Tarrv L Rel$lncet Sr. Tax Collector 246.06
1305. Final S........r(lncll.ld.. 2nd qtr) to Landisburg MuniCipal Al.ltl'lQrity incl13 days In JUI 125.60
1400. TOTAL SETTLEMENT CHARGES (Enter 011 Lines 1~. Section J llnd 502, Section rg 9A8.68 :zgo.72
BY...."'....,.."'._,..._.....__of...~~3~~
Certltled to be 8 true copy. Selzmann, Hughes & FI man, P ,C. __
Settlement Aaent
( f.11U,lliAN ESTAT! / MIWaAN ESTATE/S ,
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APPRAISAL REPORT
OF
GladyS Rice Millillan
103 Hillh Street
LandisbuflI. PA 17040
AS OF:
Feb. 6 . 2004
PREPARED FOR:
Estate of Gladys Rice Millillan
c/o M & T Trust Co,
3607 Derry St.. Hanisbufll. PA 17111
Attn: Ron Howard, Trust Officer
PREPARED BY:
L. W. Brodisch Real Estate
Laurence W. Brodisch
10 Church Road
Newport. PA 17074
LANU Al"l"tcAllSAL KEPOKT
FileNo. Milli an-G
, . Bo""""r None Census Tract 306.01 Map Relerence 110.143,02-074.00
Property Address 103 High Street
.. City Landisburg County Perry State PA Zip Code 17040
Legal Description Per Count Deed Book 503 a e 70
Sale Price $ N/A Date of Sale 2-6-2004 Loan Term None yrs. Property Rights Appraised De Minimis PU
Actual Real Estate Taxes $ 277,00 (yr) Loan Charges to be palcl by seller $ None Other Sales Concessions
Lender/Client Estate of Gladys Rice Milliaan- 2-6-04 Addrass c/o M & T Trust Co. 3607 De
Occupant Lot with shack Appraiser Laurence W. Brodisch Instructions 10 Appraiser
Penns Ivania State Certified General raiser- GA-000B69-L
Location X Suburban Rural Good Avg. Fair Poor
Buill Up Over 75% 00 25% 10 75% o Under 25% Employmant Stability 00000
Growth Rate 0 Fully Dev. @ Rapid 00 Steady BSIOW Convenience to Employment ~~~~
Property Values X Increasing o Stable Dacilnlng Convenience 10 Shopping
. ~ In Balance
. Demand/Supply 8 Shortage 8 Oversupply Convenience to SchooJs
. X 4-6 Mos.
MaJ1l;eting Time Under 3 Mos. Over 6 Mos. Adequacy of Public Transportation
. Present Land Use ~ %1 Family ~ %2-4 Family ~ % Apts -..!L % Condo ~ % Commerclel Recreational Facilities
.. 0~B8
--.:L %Industrtal 36 % Vacant 30 % Agriculture Adequacy 01 Utilities
Change In Present land Use ITNot Likely -00 Likely(') LJ Taking Place (0) Property of CompaUbll1ty 0000
(') From Vacant/Ago To Homesites Protection from Detrimental CondlUons B[XJ~D
Predominate Occupancy 00 Owner DTenant ~ % Vacant Police and Fire ProtecUon 00 0
Single Family Price Range $ 45,000 to$ 250.000 Predominant Value $ 100.000 General Appearance of Properties 000 0
Single Family Age --.L. yrs 10 ~ yrs. Predominant Age 45 yrs Appeal to Market 000 0
Topa Steep slope up toward the rear
Size Sm II
Shape Rectangle
None View Averaae
Drainage Real ood
Yes
The undersigned has recited three recent saM of properties most similar and proximate to subject and has considered these In the market analysis. The description includes
a doUar adjustment reflecting market reaction to those items of significant vanation betwaen the subject and comparable properties. If a slgntflcant Item In the comparable
property Is superior to or more favorable than the subject property. a minus (-) adJustmant Is mada thus reducing tha Indicated value 01 Subject: il a significant ilem in the
comparable Is Inferior to or less favorable than the subject property, a plus (+) adjustment is made thus Increasing the Indicated value of the subject.
Ins ection/Pub. Reeds.
DESCRIPTION
2-6-2004
Suburban
Small/Av ra e
0.45 a res -1 500
Publi None
Old house/Shed -1 500
Public
None
""~.",:,,',,,,, ...Et_ -3 000
~~
Feb. 6 ~ lobeS 12.750
Review Appraiser (II epplicable)
DDIcI DolcI Not Physically Inspecl Property
CllckFORMS Real Eo.... AppraIsoJ Softwar. by Bredford Tecnologles (BOO) 622-8727
. COMMENT ADDENDUM
File No. Milligan-G
~ Borrower None
Property Address 103 High Street
City Landisbura County Perry State P A Zip Code17040
lender/Client Estate of Gladvs Rice Millican- 2.6-04 Address clo M & T Trust Co.. 3607 Derrv SI. Harrisbura PA 17111-Ron Howard
Landisburg borough recently installed publiC sewer. The old septic systems were failing badly and many
of the wells were polluted. The subject lot is too steep for a septic system, but public sewer now makes it
usable for residential use. The old house has no plumbing. It probably had an outhouse years ago. Since
the house is so small, it would not be financially feasible to remodel it and make it livable, The site
should be cleared. Any new construction would require extensive excavation to create an area for a
house. The lot probably rises 30 feet from front to rear. The slope upward is probably 30-40 degrees,
There is no well on the property that is known. Any new construction would require a drilled well. The
town would also charge some kind of connection fee for a hookup to the sewer line.
The house does not have a street number since no one lives in the house. The first house on the street is
101 and the house on the upper side of the subject property is 105. So, the subject lot would most likely
be 103 High Street.
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CIk:kFORMS RU Estate Appraisal Software by Bradford Technobgles (800) 622-8727
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, EXTRA SUBJECT PHOTO ADDENDUM FUeNo. Milliaan-G
Borrower None
. Property Address 103 Hiah Street
City Landisbura County Perrv s..to PA Zip Code 17040
LenderJClient Estate of Gladvs Rice Milliaan Address cJo M & T Trust Co. 3607 0emI 5t Harrisbura PA 17111-Ron Howard
VifltN from the rear of the lot
CIdtfORMS RMl EaDI ApsniAj. SoDIlWe bVllndoni T~faool622--8727
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BETWEEN LESTER V. MILLIGAN and GLADYS R. HILLIGAH, h1. w1fe, of \'~
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Land1.bllrg Borollgh. rerry COllnty, renn.y1van1a, here1nafter called I
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I. ..."" ",,141, Ill. .....11'1 ..Il.r...' f. hrrb" ".lInowIH"d, III. ..14 ,..",.,. 40 Il...b" u"'''' I
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ALL that certa1n tract of land w1th the 1mprovement. thereon ereated,
.1tllate 1n the Borough of Land1.bllrg, rerry COllnty, Penn.y1van1a,
bOllnded and de.cr1~d 1n acccrdance w1th a .Ilrvay far the Grantor.
by Thema. L. Palm, Rag1.tered Sllrveyor, dated JIl1y 19, 1988, a copy I
of wh1ch 1. attached, .. fOllOW.' \
BEGINNING at a pa1nt marked by an 1rcn p1n at the carner of land now
or formerly of Lae Schlu..er, thence by .a1d land now cr formerly of
tee Schlua.er, North 10 degree. 01 minllte 28 .ecand. Weat, 164.30 feet 1/
to an iron p1n, thence North 80 degree. 34 minllte. 24 .ecand..Ea.t, I
120.01 feet to an 1ron pin, thence by .land now or formarly of Mar1an
A. Homer, SOllth 10 degree. 01 m1nllte 28 aecond. Eaat, 163.05 feet \
to an 1rcn p1n at a poet, thence by the Northern .1de cf H1gh street, I
South 79 degree. 58 m1nute. 32 ..cond. We.t, 120 feet to the plac. of I
BEGINNING. :
CONTAINING 0.451 Acre, and be1ng 1mprovedv1th a hCIl.. and wood .h.d. \
BBING the .ame'property wh1ch wa. conveyad by GladY. R1ce Mil11gan,
./k/a G1ady. R. Mil11gan, and te.ter v. M111igan, her hueband, to
te.ter V. M111igan and G1ady. R. Mil11gan, hi. wife, a. Tract No. 7
1n a deed dated~pril 29, 1975, and recordad 1n the Off1ce of tha
Recorder of Deed. for Perry COllnty, pennaylvania, in Deed Bock 243,
Paga 201.
THIS 1. a ccnveyance between hll.band and wife to huaband and w1fe,
and i. therefore exempt from rann.y1vania Tran.far Tax.
.oo<<05U3 rm 070 ~.
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FilLcetWin Screen Print for pub~ic, from "CJlMA" 02/24/2004 8:~4:5~ AM
COUNTY ASSESSMENT OFFICE
CONTROL It 005077~3
DIS~RIC~: ~~O LANDISBURG BOROUGH SD: 5 PARCEL: ~~0,~43.02-074,OOO
I I SPEC ID: LO~:
I I ,TbilLck:
I Short Name : MILLIGAN , GLADYS R , I ,
I LAS~ NAME : MILLIGAN : I I PRO~Y ~YPE: R
I FIRS~ NAME GLADYS R I I ,
I C/O NAME : M&~ BANK AA~: ~RUS~ DE~. I , SALES
I ADDRES 51 : ~ WBS~ HIGH S~REB~ I I DEED BK/PG,.."O~~6~-002~8
I ADDRESS2 : I I DA~ OF SALE...02/09/~999
I POS~ OFFICE: CARLISLE I I SELLING PRICE: ~
I S~A~E & ZIP: PA ~7103 I I
I , ,
Situs: I CUlUlBN~ VALlJES ,
Prop Descrip, : J Assesseel Fair Market t,
LAND USE TYPE: ~O~ I FMV - 21460 L - ~9560 I
NEIGBllORBOOD: 110 I C&G - B - ~900 I
DEEDED ACRES: .45 I ilLpprovecl? -> ~ - 2~460 I
Screen ~ Enter Se1ection > Recorel: 7249
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FacetWin Screen Print for pub~ic, from "CJIMA" 02/24/2004 8:15:01 AM
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RJ:S:IDENT:IAL CHARACTBlUST:ICS Type: R
PAllCEL : 110,143.02-074.000 OWNER: MJ:LLJ:GAN, GLlIDYS R
I J
I Description: I Lot Type: :Interior
I storie. Group: 1 Dwe~~ing Type: DETACH I TerJ:ai.n: St_p
I Exterior W~: Aapha~t Nbhd Type: US I Sewer: Unknown
I I Water: Cistern
I Yr Bui~t: 1900 Est: Y Yr ReIlv: Est: I Ro&ci: Paved
I Effective Aqe: 1900 Grade: (D-90 ) I
I lAg Scrty: N Siclewalk: N
I Total. Rooms: 3 Ful.l. Baths: 0 I Ga. Avl..: N Spr View: N
I Bedrooms: 1 Huf Bath.: 0 I Hi.toric: N Wtr Frnt: N
I Dug Basement. : 100 % (Not Bi/Spl.it Level.) 1Ra.il. Avl.: N Tree Cvr: 0
I Basmnt Garage: 0 cars Finished SqFt: I Mobil.e Homa. -(Cass )-
I Approx SqFt,,: I Park: S,:
eating I
I Heati.nq Type: None I sketch Living Area : 420
I Centru A/c: NO Firepl.ace Count: 0 I Figured Living Area:
I Use Figured L.A.?
I I L:IVING AREA USED...: 420
Screen 2 Enter Se~.ct.ion > Record: 7249
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Fac..tWi.n Scr..en pr:int for publ.i.c, from "CJIMA" 02/24/2004 8: 15: 36 AM
LOT S I Zl!: : 120"ctua1 front---, Parcel. : 110,143.02-074.000 TYI?II:: 11.
I Frontage: 120_ Depth: 163_1 MILLIGAN, GLADYS 11.
IFF?: -: - : -, C&G APPllOVED?: -
I : - : -\ of AG SEC, AREA?: NIl
FAIR MlUUUl:T VALUl!: I
I CLASS AREA SLOPE PROD $ / AClU!: VALUl!: I Zon:ing :
I Lot She 19560_ 1.00 19560 I Nbhd Code: 110_
IBa.. AcJ:e -
I Ti.11/Res - Land FormuJ.a:100
I Wooded - Sl.ope: %
I Non-Ti.11 -
I TOTAL, . . ,45 Stm-TOTAL MlUUUl:T VALUl!:. . , 19560 FKVL/Ac : 43467
I ( - o ) = 19560 DN/Ac : 47689
AGlUCULTUlIAL USE VALUl!:
I CLASS ACRES $ /AClU!: VALUl!: PJ:1Ut TEST RESULT
IBase Acr....", ,., - -,
ITi.l.l.&bl... Acr..s... Acr..s Code I
IWooded Acr..s.. ... - I
INon-Ti.l.l. Acres... Speci.a1ID: I
I TOTAL ACRES. . , ,45 TOTAL AG USE VALUl!:. . . IOl.d Acres:
Screen 7 Enter Sel.ecti.on > Record: 7249
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DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and
open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and
assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a
specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically
motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest;
(3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U. S. dollars
or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the
property sold unaffected by special or creative financing or sales concessions. granted by anyone associated with the sale.
.Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments
are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market; these costs
are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing
adjustments can be made to the comparable property by comparisons to financing terms offered by a third party
institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated
on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should
approximate the market's reaction to the financing or concessions based on the appraiser's judgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is
subject to the following conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or
the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions
about the title. The property is appraised on the basis of it being under responsible ownership.
2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements
and the sketch is included only to assist the reader of the report in visualizing the property and understanding the
appraiser's determination of its size.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency
(or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special
Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding
this determination.
4, The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question,
unless specific arrangements to do so have been made beforehand.
5, The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements
at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with
any other appraisal and are invalid if they are so used,
6, The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence
of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became
aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report,
the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions
(including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable,
and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding
the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any
engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert
in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of
the property.
7, The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources
that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility
for the accuracy of such items that were fumished by other parties,
B. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of
Professional Appraisal Practice,
9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory
completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a
workmanlike manner.
10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report
can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional
designations, and references to any profeSSional appraisal organizations or the firm with which the appraiser is associated)
to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants;
professional appraisal organizations; any state or federally approved financial institution; or any department, agency,
or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute
the property description section of the report only to data collection or reporting service(s) without having to obtain the
appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal
can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media.
Freddie Mac Form 439 (6-93) C1ickFORMS Real Estate Apptajsal Software by Bradford Technologies (800) 622-8727 Fannie Mae Form 10046 (6-93)
.
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
.
1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar
and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment
when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable
property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the
adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable
than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable.
2, I have taken into consideration the factors that have an impact on value in my development of the estimate of market
value in the appraisal report, I have not knowingly withheld any significant information from the appraisal report and I
believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct.
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions,
which are subject only to the contingent and limiting conditions specified in this form.
4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or
prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or
completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex,
handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the
present owners or occupants of the properties in the vicinity of the subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment
nor my compensation for performing this appraisal Is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any
related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event
in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report
on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were
adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the
effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply.
I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of
market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this
report, unless I have otherwise stated in the reconciliation section.
8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties
listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions
in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of
which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the
extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on
the marketability of the subject property.
9, I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I
relied on significant profeSSional assistance from any individual or individuals in the performance of the appraisal or the
preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them
in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks.
I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the
appraisal report, I will take no responsibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she
certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal
report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications
numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 103 High Street.Landisburg. PA 17040
APPRAISE~ t: SUPERVISORY APPRAISER (only if required)
Signature: A ~ ~ Signature:
Name: Laurence . Brodisch Name:
Date Signed: Februarv 25. 2004 Date Signed:
State Certification #: GA-000869-L State Certification #:
or State License #: or State License #:
State: PA State:
Expiration Date of Certification or License: June 30. 2005 Expiration Date of Certification or License:
o Did o Did Not Inspect Properly
Freddie Mac Form 439 6-93 CUckFORMS Rael Estate AppnIINI Softwato by Bradford Tochnologl.. (SOO) 622-8727 Fannie Mae Form 10046 6-93
. MULTI-PURPOSE SUPPLEMENTAL ADDENDUM
FOR FEDERALLY RELATED TRANSACTIONS
Milli an-G
Borrower
Pro rt Address
eit Per State PA Zi Code 17040
This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a con-
venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FDIC),
the Office of the Controller of Currency (OCC), The Office of Thrift Supervision (OTS), the Resolution Trust Corporation (RTC)
and the Federal Reserve.
This Multi-Purpose Supplement Addendum is for use with any appraisal. Only those
statements which have been checked by the appraiser apply to the property being appraised.
t3 PURPOSE & FUNCTION OF APPRAISAL
The purpose of the appraisal is to estimate the market value of the subject property as defined herein. The function of the appraisal is to
assist the above-named Lender in evaluating the subject property for lending purposes, This is a Federaliy related transaction.
t3 EXTENT OF APPRAISAL PROCESS
[K] The appraisal is based on the information gathered by the appraiser from public records, other identified sources, inspection of the
subject property and neighborhood, and selection of comparable sales within the subject market area, The original source of the com-
parables is shown in the Data Source section of the market grid along with the source of confirmation, if available, The original source
is presented first. The sources and data are considered reliable, When conflicting information was provided, the source deemed most
reliable has been used, Data believed to be unreliable was not included in the report nor used as a basis for the value conclusion.
D The Reproduction Cost is based on
supplemented by the appraiser's knowledge of the local market.
D Physical depreciation is based on the estimated effective age of the subject property, Functional and/or extemal depreciation. if
present, is specificaliy addressed in the appraisal report or other addenda, In estimating the site value, the appraiser has relied on
personal knowledge of the local market. The knowledge is based on prior/or current analysis of site sales and/or abstractions of site
values from sales of improved properties.
[K] The subject property is located in an area of primarily owner-occupied single family residences and the Income Approach is not consi-
dered to be meaningful. For this reason, the Income Approach was not used,
D The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge of the
subject market area. The rental knowledge is based on prior and/or current rate surveys of residential properties, The Gross Rent
Multiplier is based on prior and/or current analysis of prices and market rates for residential properties.
D For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to pro-
ject future rents, vacancies and expenses,
t3 SUBJECT PROPERTY OFFERING INFORMATION
According to The Bank the subject property:
eg has not been offered for sale in the past 30 days,
is current/yoffered for sale for $
D was offered for sale within the past 30 days for $
D Offering information was considered in the final reconciliation of value.
D Offering information was not considered in the final reconciliation of value.
D Offering information was not avallab/e. The reasons for unavailability and the steps taken by the appraiser are explained later in
this addendum.
t3 SALE HISTORY OF SUBJECT PROPERTY
According to Public Records the subject property:
B has not transferred in the past twelve months. [K] has not transferred in the past 36 months.
has transferred in the past twelve months. o has transferred in the past 36 months.
D AIi prior sales which have occurred in the past months are listed below and reconciled to the appraised value, either in the body
of the report or in the addenda.
Date Sales Price Document # Seller Buver
None
t3 FEMA FLOOD HAZARD DATA
Name of Communi
D The community does not participate in the National Flood Insurance Program.
[K] The community does participate in the National Flood Insurance Program.
X It is covered by a regular program.
It is covered b an erne enc ro ram.
FW-70M November 1991 CIlckFORMS Reel Estate AppralselSaltware by Bradford Tecnologles (800) 622-8727 Page 1
Milli an-G
. Kt CURRENT SALES CONTRACT
[X] The subject property is currently not under contract.
. D The contract and/or escrow instructions were not available for review. The unavailability of the contract is explained later in the
addenda section.
D The contract and/or escrow instructions were reviewed, The following summarizes the contract:
Contract Date Amendment Date Contract Price Seller
D The contract indicated that personal property was not Included in the sale.
D The contract indicated that personal property was Included, It consisted of
Estimated contributory value is $
[K] Personal property was not Included in the final value estimate,
D Personal property was Included in the final value estimate.
B The contract indicated no financing concessions or other incentives.
The contract indicated the following concessions or incentives:
D If concessions or incentives exist, the comparables were checked for similar concessions and appropriate adjustments were made, if
applicable, so that the final value conclusion is in compliance with the Market Value defined herein,
Kt MARKET OVERVIEW Include an explanallon of current market condlllons and trends
3-6 months is considered a reasonable marketing periOd for the subject property based on location and tvpe of
property,
Kt ADDITIONAL CERTIFICATION
The Appraiser certifies and agrees that:
(1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of
Professional Appraisal Practice ('USPAP'), and in accordance with the regulations developed by the Lender's Federal Regulatory
Agency as required by FIRREA, except that the Departure Provisions of the USPAP do not apply.
(2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the
client, the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event.
(3) This appraisal assignment was not based on a requested minimum valuation, a specific valuation, or the approval of a loan.
&t ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS
The value estimated is based on the assumption that the property is not negatively affected by the existence of hazardous substances or
detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of
hazardous substances or detrimental environmental conditions. The appraiser's routine Inspection of and inquires about the subject
property did not develop any information that indicated any apparent significant hazardous substances or detrimental environmental
conditions which would affect the property negatively unless otherwise stated in this report, It is possible that tests and inspections made
by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances or detrimental
environmental conditions on or around the property that would negatively affect its value.
&t ADDITIONAL COMMENTS
Landisburc does not have a flood map, The whole borouah is outside any floodplain.
X . ..... .
Appraiser's Signature Feb. 6 . 2004 Date Prepared Februarv 25. 2004
Appraiser's Name (p nt) Phone # ( --11L- ) 567-6905
Slale PA D License Tax 10 # 23-2227557
. CO-SIGNING APPRAISER'S CERTIFICATION
D The co-signing appraiser has personally Inspected the subject property, both inside and out, and has made an exterior inspection of all
comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser.
The co-signing appraiser accepts responsibility for the contents of the report including the value conclusion and the limiting condi-
tions, and confirms that the certifications apply fully to the co-signing appraiser,
B the CO-Signing appraiser has not personally Inspected the interior of the subject property and:
has not Inspected the exterior of the subject property and all comparable sales listed in the report.
D has Inspected the exterior of the subject property and all comparable sales listed in the report.
D The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts
responsibility for the contents of the report, including the value conclusions and the limiting conditions, and confirms that the
certifications apply fully to the co-signing appraiser with the exception of the certification regarding physical inspections, The above
describes the level of inspection performed by the co.signing appraiser.
D The co-signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the
addenda section of this appraisal.
. CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION
Co-5igning
Appraiser's Signature Effective Date Date Prepared
Co-Signing Appraiser's Name (print) Phone#( _)
State License Certification # Trainee Tax ID #
FW-70M November 1991 CllckFORMS Appraisal Software by Bradford Tacnologles (800) 622-8727 Page 2
~
.
RESUME
Laurence W. Brodisch
L.W. BRODISCH REAL ESTATE
10 CHURCH ROAD
NEWPORT, PA 17074
717 567-6905 - 6906-Fax
Email- Brodischlwlaltricountvi,net
Licensure
Real Estate Broker, Commonwealth ofPA since January 1977- RB-029335-A- expires 5-31-04
General Appraiser, Commonwealth ofPA since January 1993- GA-000869-L- expires 6-30-05
Education
Westminster College, New Wilmington, PA - BA in Economics 1968
U.S. Navy - Retired USNR - Commander, Naval Aviator
Professional Education
Appraisal Institute - Real Estate Principles ( Exam 8-1 )
Residential Valuation (Exam 8-2)
Standards of Professional Practice (Exam SPP) parts A & B
Income Capitalization
Narrative Appraisal Writing Report ( Exam)
Highest and Best Use Analysis
Numerous Courses for Broker's License
Continuing Education Courses for both Real Estate Broker and General Appraiser License
Order in the Court: Expert Witness & Tax Appeal
USP AP & P A Regulations
Professional Experience
Licensed General Appraiser, since 1993
Licensed Residential Appraiser, 1991
Licensed Real Estate Broker, since 1977
Licensed Real Estate Salesman, 1973
Realtor, 1973
Memberships
Greater Harrisburg Association of Realtors, since 1973
PA Association of Realtors, since 1973
National Association of Realtors, since 1973
Central Penn Multi-List, since 1977
Representative List of Clients
Commonwealth of P A County of Perry
PP&L Swineford National Bank
Juniata Valley Bank Waypoint
I" National Bank of Newport FannieMae
1" National Bank of Liverpool Omega Financial Corp.
1 51 National Bank ofMarysville The Bank of Landisburg
Numerous Attorneys in Perry, Dauphin, Cumberland, Lancaster, York, Juniata Counties
I have appeared as an expert real estate witness in both State and Federal court since 1977
",...,. 1 ""'. I."""" I I I I I' 'Ilf! IIV. ULL I. J
.
.
- The 0an~ of landisbUt~ ESTABLISHED 1903
P.O. BOX 179 · LANOISBURG, PA 17040
Mar;ch 16. 2004
David C. Gority
Vice President & Trust Officer
M & T Investment Group
One West High Street
Carlilse PA 17013
RE: The Bank of Landisburg Stock
Dear Dave:
Per your request. the fOllowing is provided relative to the valuation of the above
referenced stock.
The book value as of January 31, 2004 was $12,390.00 per share. The book
value as of February 29, 2004. was $12.460,00 per share. .
Should further infonnatlon be desired. please feel free to contact me.
Very truly yours,
~
Tomas W. Cook
Executive Vice President/CEO
TWC/crg 12,j90.T
. 12,46()'+ .
002 I'
24, 8 5U . *
24,85U-+
2 ·
12,425,
12,425'
1-1 .-
.~~ 1.36,675-
LANOISBURG - 717-789-321J . BLAIN - 530-3118 . SHERMANS DALE - 582-8511
r. 't
IlV. ULL \
AoYV I I 1'1 rIll"
_ ..,. I "'.
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-
.
~
Estate Valuation
~
Date of Death: 02/06/2004 Estate of: Gladys R. Milligan, TUA
Valuation Date: 02/06/2004 Account: 635728603
Processing Date: 03/10/2004 Report Type: Date of Death
Number of Securities: 20
File ID: Milligan,Gladys R, TUA
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 50000 UNITED STATES TREASURY NT (912827W81)
OTC
DTD: 02/15/1996 Mat: 02/15/2006 5,625\
02/06/2004 107,71875 107,65625 A/B
107.687500 53,843.75
Int: 08/15/2003 to 02/06/2004 1,337.47
2) 50000 FEDERAL NATL MTG ASSN (31359MFH1)
Dealer Quote
DTD: 02/14/2000 Mat: 02/15/2005 7.125\
02/06/2004 105.75000 Bid
105.750000 52.875.00
Int: 08/15/2003 to 02/06/2004 1.692.19
3) 50000 FEDERAL HOME LN BKS (3133M9Z62)
Dealer Quote
DTD: 09/24/1999 Mat: 03/24/2005 6.465\
02/06/2004 105.56250 Bid
105,562500 52,781.25
Int: 09/24/2003 to 02/06/2004 1.185.25
4) 50000 FEDERAL HOME LN BKS (3133M8QG2)
Dealer Quote
DTD: 05/12/1999 Mat: 05/12/2006 5.83'
02/06/2004 108.06250 Bid
108.062500 54,031. 25
Int: 11/12/2003 to 02/06/2004 680.17
5) 20000 CUKBERLAND VALLEY PA JT SCH AU SCH REV B (230813HQ3)
FT Intr.
DTD: 06/15/1978 Mat: 11/15/2007 6,5'
02/06/2004 115.18400 115.02900 A/B
115.106500 23.021.30
Int: 11/15/2003 to 02/06/2004 292.50
6) 5000 CAMBRIA CNTY PA HOSP DEV AUTH HOSP REV (132037AP7)
FT Intr.
DTD: 09/01/1978 Mat: 09/01/2011 7.625\
02/06/2004 119,80200 119.55200 A/B
119,677000 5/983.85
Int: 09/01/2003 to 02/06/2004 164,15
7) 15000 PITTSBURGH PA WTR & SWR AUTH W WTR & SWR (725304AS8)
FT Intr.
DTD: 07/01/1986 Mat: 09/01/2014 7.25\
02106/2004 125,68800 125.43800 A/B
125,563000 18/834,45
Int: 09/01/2003 to 02/06/2004 468.23
8) 20000 CAMBRIA CNTY PA G,O, REF (132033EB3)
FT Intr,
DTD: 08/01/1994 Mat: 08/15/2016 6.1\
02/06/2004 104.13600 104,11500 AlB
104.125500 20.825,10
Int: 08/15/2003 to 02/06/2004 579.50
9) 1000 EXXON MOBIL CORP (30231G102)
COM
NYSE
02/06/2004 40,56000 40.10000 H/L
40.330000 40/330.00
10) 1000 HONEYWELL INTL INC (438516106)
COM
NYSE
02/06/2004 35.98000 35,31000 H/L
35.645000 35,645.00
Page 1
This report was produced with EstateVal. a product of Estate Valuations & Pricing Systems. Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www,evpsys.cam. (Revision 7.0,2)
.
~
.. Date of Death: 02/06/2004 Estate of: Gladys R, Milligan, TUA
Valuation Date: 02/06/2004 Account: 635728603
Processing Date: 03/10/2004 Report Type: Date of Death
Number of Securities: 20
File ID: Milligan.Gladys R, TUA
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
11) 200 J P MORGAN CHASE & CO (46625HI00)
COM
NYSE
02/06/2004 39,82000 38.91000 H/L
39.365000 7.873.00
12) 1000 PPL CORP (69351TI06)
COM
NYSB
02/06/2004 45.45000 45.05000 H/L
45.250000 45.250.00
13) 224 SOUTH JERSEY INnS INC (838518108)
COM
NYSB
02/06/2004 41.30000 40.90000 H/L
41,100000 9,206.40
14) 500 VERIZON COMMUNICATIONS (92343VI04)
COM
NYSB
02/06/2004 37.24000 36,30000 H/L
36.770000 18,385.00
15) 1487 AEGON N V (007924103)
ORD AMER REG
NYSE
02/06/2004 15.29000 15.04000 H/L
15.165000 22.550,36
16) 267 HSBC HLDGS PLC (404280406)
SPON ADR NEW
NYSE
02/06/2004 79.02000 78.33000 H/L
78,675000 21.006.23
17) 19118,25 MTB GROUP FDS (55376T817)
INTRM BD I I
NASDAQ
02/06/2004 10,27000 Bid
10,270000 196.344.43
18) 20408,928 MTB GROUP FDS (55376T221)
SHR DUR GV I I
NASDAQ
02/06/2004 9.73000 Bid
9.730000 198.578,87
19) 20868,884 MTB GROUP FDS (55376V705)
US GV BD I I
NASDAQ
02/06/2004 9.71000 Bid
9.710000 202,636.86
20) 50000 FEDERAL HOME LN BKS (3133MAXH7)
Dealer Quote
DTD: 03/08/2000 Mat: 03/08/2007 7.5%
02/06/2004 100,50000 Bid
100.500000 50,250.00
Int: 09/08/2003 to 02/06/2004 1.541.67
Total Value: $1.130.252.10
Total Accrual: $7,941.13
Total: $1,138.193.23
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems. Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www,evpsys,com. (Revision 7.0.2)
-
-
..
The 8an~of Landisbur~ EST ABUSHED 1903
P.O, BOX 179 · LANDISBURG. PA 17040
'\
i Bank records indicate the following account
I balances on 2/6/2004 for
Gladys R Milliian SS #: 201-30-4162
c/o M & T Investment Group
1 West High Street
Carlisle PA 17013
Safety Deposit Box owned solely by Gladys R Milligan 1436
Balance
:.ct . Sole Jt.Acct Acc t f/: Type Pri:ot~ ,To lrit Accrued
:>ened Ownership With Interest: Bearing Interest
. .. - -- -
I !l./08/88 Yes 0604879 Suner Now 17.420.33 Yes 2.87
pened prior Passbook .64
I :> vrs ago Yes 060483620 Savin2S 337 .13 Yes
pened prior Passbook
o vrs ago Yes 060487920 Savings 594.03 Yes 1.13
7/18/86 Irrevocable Burial Fund 459.63
Nickel' FUneral .Home 065985101 CD 15.738.07 Yes
I r
,
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....,.
. .. ..... . . . . .. ~..- '. - .....
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~
lANDISBllRG - n7-789-3213 . BLAIN - 536-3118 . SHERMANS DALE - 582-8511
"'t.''J - '~,..s K COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION
PO BOX Z80601 APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
HARRISBURG, PA 171Z8-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP <09-D4)
DATE 11-22-2004
ESTATE OF MILLIGAN GLADYS R
DATE OF DEATH 02-06-2004
FILE NUMBER 21 04-0237
COUNTY CU~LAND
RONALD S KEARNS ACN 1 0 1-:' : c5
SMITH ETAL I A....,. .... "1 I
804 WAYNE AVE
CHAMBERSBURG PA 17201
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
1'.-.0
REGISTER OF WILLS
CUMBERLAND CO COURTHouSE
CARLISLE. PA 17013 '.
I')
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~~.
'REV': i5'4-j-EX--AFP--('OY:03Y-NOi"-fcE--OF-i-NHEifffAifcE-i"-A'X-A-PPRAfsEi'-ENT~--Ai:'rOWAi'-CE-(fR------------- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLIGAN GLADYS R FILE NO. 21 04-0237 ACN 101 DATE 11-22-2004
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 16.512.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1.274.985.00 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 161. 131. 00 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1.452.628.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 69.932.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) UO) 3.622.00
11. Total Deductions (11) 73.554 00
12. Net Value of Tax Return (12) 1.379.074.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1.372.074.00
14. Net Value of Estate Subject to Tax (14) 7.000.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX: .00 X 00 .00
15. Amount of Line 14 at Spousal rate (15) =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (8) 7.000.00 X 15 = 1.050.00
19. Principal Tax Due (9)= 1.050.00
TAX CREDITS:
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-29-2004 CD003880 52.50 997.50
TOTAL TAX CREDIT 1.050.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IE IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~
RESERVATION: Estates Df decedents dying Dn Dr befDre December 12, 1982 -- if any future interest in the estate is transferred
in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr
life Dr fDr years, the CDmmDnwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes
at the lawful Class B (cDllateral) rate Dn any such future interest.
PURPOSE OF
NOTICE: TD fulfill the requirements Df SectiDn 2140 Df the Inheritance and Estate Tax Act, Act 23 Df 2000. (72 P.S.
SectiDn 9140).
PAYMENT: Detach the tDP pDrtiDn Df this NDtice and submit with YDur payment tD the Register Df Wills printed Dn the reverse side.
--Make check Dr mDney Drder payable tD: REGISTER OF HILLS. AGENT
REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an
"ApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available
Dnline at www.revenue.state.pa.us, any Register Df Wills Dr Revenue District Office, Dr frDm the Department's
24-hDur answering service fDr fDrms Drders: 1-800-362-2050; services fDr taxpayers with special hearing and/Dr
speaking needs: 1-800-447-3020 (TT Dnly).
OBJECTIONS: Any party in interest nDt satisfied with the appraisment, allDwance Dr disallDwance Df deductiDns Dr assessment Df tax
(including discDunt Dr interest) as shDwn Dn this NDtice may Dbject within 60 days Df the date Df receipt Df this nDtice
by filing Dne Df the fDIIDwing:
A) PrDtest tD the PA Department Df Revenue, BDard Df Appeals. YDU may Dbject by filing a prDtest Dnline at
www.bDardDfappeals.state.pa.us Dn Dr befDre the expiratiDn Df the sixty-day appeal periDd. In Drder fDr
an electrDnic prDtest tD be valid, YDU must receive a cDnfirmatiDn number and prDcessed date frDm the
BDard Df Appeals website. YDU may alsD send a written prDtest tD PA Department Df Revenue, BDard Df Appeals
P.O. BDx 281021, Harrisburg, PA 17128-1021. PetitiDns may nDt be faxed.
B) ElectiDn tD have the matter determined at the audit Df the accDunt Df the persDnal representative.
ADMIN- C) Appeal tD the Orphans' CDurt.
ISTRATIVE
CORRECTIONS: Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue,
Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, P.O. BDx 280601, Harrisburg, PA 17128-0601
PhDne (717) 787-6505. See page 5 Df the bDDklet "InstructiDns fDr Inheritance Tax Return fDr a Resident
Decedent" (REV-1501) fDr an explanatiDn Df administratively cDrrectable errDrs.
DISCOUNT: If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (5X) discDunt Df
the tax paid is allDwed.
PENALTY: The 15X tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt
paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. This nDn-participatiDn
penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest
that has been assessed as indicated Dn this nDtice.
INTEREST: Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df
death, tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df
six (6X) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after
January 1, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Department Df Revenue. The applicable interest rates fDr 1982 thrDugh 2004 are:
Interest Daily Interest Daily Interest Daily
Year Rate FactDr Year Rate FactDr Year Rate FactDr
Rn ~ ~ ~-1991 """"IIr- :li1IO!1i!' Z1iDl --w- .~
1983 16X .000438 1992 9X .000247 2002 6X .000164
1984 11X .000301 1993-1994 n .000192 2003 5X .000137
1985 13X .000356 1995-1998 9X .000247 2004 4X .000110
1986 lOX .000274 1999 n .000192
1987 lOX .000274 2000 n .000192
--Interest is calculated as fDIIDws:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days
beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the
NDtice, additiDnal interest must be calculated.
, .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-04-0237
ESTATE OF GLADYS R. MILLIGAN, DECEASED
LATE OF THE BOROUGH OF CARLISLE
FIRST AND FINAL ACCOUNT OF
MANUFACTURERS AND TRADERS TRUST COMPANY, EXECUTOR
Date of Death: February 6, 2004
Letters Granted: March 10, 2004 _'0'".
First Complete Advertisement of Grant of Letters: April 30, 2004
Account Stated to: May 1, 2005 f"')
cO)
SUMMARY & INDEX ~'::
~""","
-
Paces _,.e"
"
PRINCIPAL en
N
Receipts 2 $1,493,135.70
Net Gain on Conversions 2-4 14,911.50
1,508,047.20
Less Disbursements 4-5 65,036.34
1,443,010.86
Less Distributions 5 728,000.00
Principal Balance Remaining $ 715,010.86
INCOME
Receipts 5-6 45,105.38
Less Disbursements 6 2,362.80
42,742.58
Less Distributions 6 30,000.00
Income Balance Remaining 12,742.58
COMBINED BALANCE REMAINING $ 727,753.44
COMPOSITION OF NET BALANCES
PrinciDal
Cash $ 715,010.86
Income
Cash $ 12,742,58
PRINCIPAL RECEIPTS
Inventorv Filed
Per Copy of PA Inheritance Tax Return $ 1,452,628.00
Adjustments to Account Values
Adjust for Rounding on PA Inheritance Tax Return 0.27
Adjust for prepaid funeral expenses-Nickel Funeral Home (9,597.72)
(9,597.45)
Subseauent Receiots
02/04/05 Proceeds public sale of silverplated flatware 105.15
02/17/05 Proceeds 50M par US Treasury Note 5,875% 2-15-04 50,000.00
50,105.15
Total Principal Receipts $ 1,493,135.70
PRINCIPAL CONVERSIONS INTO CASH
Gain Loss
03/25/04 50M par US Treasury Note 5.625% 2-15-06
Proceeds 50,000.00
Inventoried at 50,250.00
250.00
07/16/04 103 High Street, Landisburg, PA
Proceeds 16,220.78
Inventoried at 16,512.00
291.22
08/16/04 15M par Cambrea County PA 6,1% 8-15-16
Proceeds 15,300.00
Inventoried at 15,618.83
318.83
09/24/04 11 shs. The Bank of Landisburg
Proceeds 153,276.00
I nventoried at 136,675.00
16,601.00
11/16/04 19118.25 shs. MTB Intermediate Term Bond Fund
Proceeds 193,094.33
Inventoried at 196,344.43
3,250.10
11/16/04 20408.928 shs. MTB Short Duration Gov. Bond Fund
Proceeds 196,742.07
Inventoried at 198,578.87
1,836.80
-2-
PRINCIPAL CONVERSIONS INTO CASH (continued)
Gain Loss
11/16/04 20868.884 shs. MTB US Government Bond Fund
Proceeds 199,089.16
Inventoried at 202,636.86
3,547.70
11/16/04 50M par FHLB 5,83% 5-12-06
Proceeds 51,906.25
Inventoried at 54,031.25
2,125.00
11/16/04 50M par FHLB 6.465% 3-24-05
Proceeds 50,644.50
Inventoried at 52,781.25
2,136.75
11/16104 50M par FNMA 7.125% 2-15-05
Proceeds 50,535.00
Inventoried at 52,875,00
2,340.00
11/16/04 50M par US Treasury Note 5,625% 2-15-06
Proceeds 51,830.08
Inventoried at 53,843.75
2,013.67
11/18/04 1000 shs. Exxon Mobil Corp.
Proceeds 49,358,84
Inventoried at 40,330.00
9,028.84
11/18104 1000 shs. Honeywell Inti Inc.
Proceeds 36,019.15
Inventoried at 35,645.00
374,15
11/18/04 200 shs. JP Morgan Chase & Co,
Proceeds 7,795.81
Inventoried at 7,873.00
77.19
11/18/04 1000 shs. PPL Corp
Proceeds 53,368.74
Inventoried at 45,250,00
8,118,74
11118104 224 shs. South Jersey Industries, Inc.
Proceeds 11.026.74
Inventoried at 9,206.40
1,820.34
11/18/04 500 shs. Verizon Communications
Proceeds 20.844.51
Inventoried at 18,385.00
2,459.51
-3-
PRINCIPAL CONVERSIONS INTO CASH (continued)
Gain Loss
11/18/04 1487 shs. Aegon NV Ord, Amer. Reg Shs.
Proceeds 18,512,71
Inventoried at 22,550.36
4,037.65
11/18/04 267 shs. HSBC Holdings PLC Sp. ADR
Proceeds 23,526.48
I nventoried at 21,006.23
2,520.25
11/18/04 15M par Pittsburgh PA Water 7.25% 9-1-14
Proceeds 17,752.50
Inventoried at 18,834.45
1,081.95
11/18/04 20M par Cumberland Valley PA 6.50% 11-15-07
Proceeds 20,841.80
I nventoried at 23,021.30
2,179.50
11/18/04 5M par Cambria County, PA 6.10% 8-15-16
Proceeds 5,110.20
Inventoried at 5,206.27
96.07
11/18/04 5M par Cambria County, PA 7.625% 9-1-11
Proceeds 5,554,95
Inventoried at 5,983.85
428.90
Totals 40,922.83 26,011.33
Net Gain on Conversions $ 14,911.50
PRINCIPAL DISBURSEMENTS
03/10/04 Register of INills, Letters Testamentary 923.00
03/11/04 Wayne Showalter, reimburse for travel and funeral costs 765.12
Betra In Home Care, balance due 148.00
Pharmerica, balance due 349.26
Sprint, balance due 39.86
United Church of Christ Homes, nursing care 1,441.87
United Church of Christ Home, miscellaneous expenses 113.43
Landisburg Church of God, funeral luncheon 200.00
03/12/04 Pharmerica, balance due 8.20
LW Brodisch Real Estate, appraisal fee 235.00
03/25/04 Terry L Reisiner, Sr., Tax Colleclor, real estate taxes 56.78
03/26/04 Cumberland Law Joumal, adverlising Letters Testamentary 75.00
04/02/04 Landisburg Municipal Authority, utility payment 110.00
04/19/04 Sprint, balance due 7.20
04/29/04 Register of INills, Inheritance Tax 997.50
05/03/04 Sprint, balance due 34.55
05/05/04 Three Springs Family Practice, balance due 50.31
-4-
PRINCIPAL DISBURSEMENTS (continued)
05/11/04 Smith Elliott Kearns & Company, LLC, preparation of 2003
Individual Income Tax Returns 265.00
05/14/04 Refund, Railroad Retirement 850,52
05/17104 M& T Bank, trustee fee Trust ulAgreement 41.67
07/23/04 Shane Matthews, mowing lawn, High Street, Landisburg 80.00
07/30/04 Cumberland Law Journal, proof of legal advertisement 5.00
08/27/04 The Sentinel, advertising Letters Testamentary 129.47
09/09/04 Marsh Advantage America, insurance premium, High Street,
Landisburg property 14.00
09/27/04 Netherlands, foreign taxes 31.60
09/30104 Register of Wills, filing fee 15.00
10/21/04 Smith Elliott Kearns & Company, LLC, preparation of PA Inheritance Tax Retum 2,070.00
03/30/05 Smith Elliott Kearns & Company, LLC, preparation of 2004
Indivuduallncome Tax Returns 265,00
04/01/05 PA Department of Revenue, tax due PA40 214.00
Reserved:
Salzmann & Hughes, attomey fee 10,000.00
M& T Bank, executor fee 44,000.00
Closing and Filing Costs 1,500.00
Total Principal Disbursements $ 65,036.34
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
03/23/04 Doris Lightner, bequest 1,000.00
William Weaver, bequest 1,000.00
Beatrice Weaver, bequest 1,000.00
John Neidley, bequest 1,000.00
Dorothy Neidley, bequest 1,000.00
Wayne Showatter, bequest 1,000.00
Gladys Showalter, bequest 1,000.00
OS/21/04 New Hope United Church of Christ, bequest 1,000.00
12/01104 Lafayette College, advance distribution 720,000.00
Total Principal Distributions $ 728,000.00
INCOME RECEIPTS
04/07/04 Interest, Bank of Landisburg Checking Account 0604879 $ 25.78
Interest, Bank of Landisburg Savings Account 060487920 0.87
Interest, Bank of Landisburg Savings Account 060483620 0.50
04/14/04 Interest, Bank of Landisburg, Burial Reserve 53.98
04/23104 Income from Account 635728603 TUA Gladys R. Milligan 3,962.49
04/30/04 Dividend, JP Morgan Chase & Company 68,00
05/03/04 Dividend, Verizon Communications 192.50
05/05/04 Dividend, HSBC Holdings PLC Sponsored ADR 320.40
05/12/04 Interest, FHLB 5.83% 5-12-06 1,457.50
05117/04 Interest, Cumberland Valley PA 6.50% 11-15-07 650.00
05/18/04 Dividend, Aegon NV Ord. Amer. Reg 264.83
06/10104 Dividend, Exxon Mobil Corp, 270,00
Dividend, Honeywell International, Inc. 187.50
-5-
INCOME RECEIPTS (continued)
07/01/04 Dividend, PPL Corp. 410.00
07/02/04 Dividend, Bank of Landisburg 1,650.00
Dividend, South Jersey Industries, Inc, 90.72
07/07/04 Dividend, HSBC Holdings PLC Sponsored ADR 173.55
08/02/04 Dividend, JP Morgan Chase & Co. 68.00
Dividend, Verizon Communications 192.50
08/16/04 Interest, Cambria County PA 6,10% 8-15-16 610.00
Interest, FNMA 7.125% 2-15-05 1,781.25
Interest, US Treasury Note 5,625% 2-15-06 1,406.25
09/01/04 Interest, Cambria County, PA 7.625% 9-1-11 190.63
Interest, Pittsburgh PA Water 7.25% 9-1-14 543,75
09/10/04 Dividend, Exxon Mobil Corp, 270,00
Dividend, Honeywell International Inc. 187.50
09/24/04 Interest, FHLB 6.465% 3-24-05 1,616.25
09/27/04 Dividend, Aegon NV Ord. Amer. Reg 381.56
10/01/04 Dividend, PPL corp. 410.00
1 0/04/04 Dividend, South Jersey Industries, Inc, 90.72
Dividend, HSBC Holdings PLC Sponsored ADR 173.55
11/01/04 Dividend, JP Morgan Chase & Co. 68.00
Dividend, Verizon Communications 192.50
11/12/04 Interest, FHLB 5.83% 5-12-06 1,457.50
11/15/04 Interest, Cumberland Valley PA 6.5% 11-15-07 650.00
11/16/04 Interest, FHLB 5.83% 5-12-06 32.39
Interest, FHLB 6.465% 3-24-05 466.92
Interest, FNMA 7.125% 2-15-05 900.52
Interest, US Treasury Note 5.625% 2-15-06 710.77
11/18/04 Interest, Pittsburgh PA Water 7.25% 9-1-14 232.60
Interest, Cumberland Valley PA 6.5% 11-15-07 10.83
Interest, Cambria County, PA 6.10% 8-15-16 78.79
Interest, Cambria County, PA 7.625% 9-1-11 81.55
12/10/04 Dividend, Exxon Mobil Corp. 270.00
Dividends, MTB US Gov. Bond Fund 4-1-04 to 12-1-04 5,609,69
Dividends, MTB Intermediate Term Bond Fund 4-1-04 to 12-1-04 5,673.41
Dividends, MTB Short Duration Government Fund 4-1-04 to 12-1-04 2,764.50
Dividends, MTB Prime Money Market Fund 4-1-04 to 4-1-05 8,204.83
Total Income Receipts $ 45,105.38
INCOME DISBURSEMENTS
M&T Bank income commission $ 2,362.80
INCOME DISTRIBUTIONS
12/01/04 Lafayette College $ 30,000.00
COMMONVVEAL TH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND
David C. Gority, Vice President, Manufacturers and Traders Trust Company, being duly sworn,
deposes and says that the foregoing Account, both as to the items of charge and discharge, is just and
true to the best of his knowledge and belief.
Sworn to and Subscribed before me
this ~ day of May, ~, ,:; no S~
~J*" Z', t(~
Notary ublic
COMMONWEALTH OF PENN"!.\'c'~,NI
NotarIaJ Seal
Gwendolyn E. KiUian, NotaJy Public
Cartisle Boro, Cumberland COUnty
My CommisSion Expjres Nov. 22, 2008
Member, Pennsylvania Association Of NOlaries
-7-
. . ,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF GLADYS R, MILLIGAN, LATE OF THE BOROUGH OF CARLISLE
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per First and Final Account Filed $ 727,753.44
Distribution
Lafayette College
Principal Cash 715,010.86
Income Cash 12,742.58
$ 727,753.44
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
The above distribution is proposed in accordance with the terms of the Last Will and Testament of
Gladys R. Milligan, late of the Borough of Carlisle, Cumberland ounty, PA
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
David C. Gorny, being duly sworn according to law, deposes and says that he is Vice President
of Manufacturers and Traders Trust Company, the Account in the Estate above named, and that the facts set
forth in the Statement of the Reasons for the Proposed Distribution are true and correct.
C
Sworn to and Subscribed before me
this ~ day of May, 2005
!~~/' 2, KJ..k.,~
'-./ JO~OOl blic
NWEAL TH OF PENNSYLVANIA
No1ariaI Seal -8-
G~ E, KIllIan, NotaJy Public
CarlISle BolO, Cumberiand County
My Commiss;on Expires Nov. 22. 2008
Member, PennsylvanIa AssociatIon Of Nt.
Oarles
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Cumberland County - Register Of Wills
qne Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/05/2006
M&T TRUST COMPANY
1 WEST HIGH STREET
CARLISLE, PA 17013
RE: Estate of MILLIGAN GLADYS R
File Number: 2004-00237
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/06/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~J;:Aftl~
. /
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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Name of Decedent:
STATUS REPORT Ul'IDER RULE 6.12
Gl.AIJ~/5 k /)t IU,AI{.Ati
Estate No.:
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Date of Death:
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Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes J1l No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final accoUnt 'mth the Court?
Yes III No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account i.11fonnally to the pa.."iies in
interest? Yes 0 No 0
Date: It/CJ&
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. /l?AI.)<Jf,1('T7./~~.J .r,RA /) rJf.L!> ftc'c15, Co
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