HomeMy WebLinkAbout02-0452
Estate of Dorothy M. Blanchard
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
2/-02.-452.
No.
To:
Register of Wills for the
, Deceased. County of c'llmhprl ;:mn in the
Social Security No. 1 q') - ?R - 00R5 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 executor
in the last will of the above decedent, dated March 25, 1999
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land
h pr last family or principal residence at ?~ Stt"l'lWhE'tTY
Soll~h' Mind]pton TOwnRhip, PpnnRy1vRn;R 17011
(list street, number and muncipality)
County, Pennsylvania, with
flrj"\Te, CllnIDerJaJld C01U1ty,
Decendent, then 79 years of age, died Apri 1 '5, 2002 ,~
at
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
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 40,000 00
$
$
$ 95,000 00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters T€starnentary
(testamentary; administration c. La.; administration d. b. n.c. La.)
theron.
'"
<r
u
c
ll)
~3
ll) ....
~g
-00
c';:
roo;:
3ct
ll),-
:; 0
~
c
OIl
i:7i
~ t.. ~ ,1/1'. -r-{}.
Manufacturers'& Triders Trust Company
1415 Ritner Highway
~r1;~lp, p~ 1~
~5 . ~(:ffS; d.1? '11 ~/AN!AJ'. . '_ ~{/ff
~,:p(.lIU'" Co.
l)Rvi n c,. ('.,()r; ty )
Vice President and Trust Officer
~
Paul Steckel
2(,7') Srollthcl11RP
Slatington, PA
RORn
18080
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l..ss
COUNTY OF (JJl'1hpr1Rnn J
Sworn to or affirmed and subscribed {
before me this 29th day of
'1rp~r:~ Jl :;0;: (I.a . :YriMtp~'f':!l
Y CLEWIS Reglste
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and corred 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.
At:.~~ ~
~~,tI~~~A? I
Vic@ President & Trust Officer ~
II -/....;..2..- 3
No. ~ I - 0.,2 - 4.~ ~
Estate of
Dorothy M. R1 ;'!nC'hArn
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 8 ____._____~.2002. in consideration c . it: p(",itior~. on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 03-25-1999
described therein be admitted to probate and filed of record as the last will of
Dorothy M. R1AnC'hArn
and Letters Testamentary
are hereby granted to Manufacturers and Traders Trust Company. successor to
Financial Trust Services Company and
Paul Steckel
'1rJaz't(i. ~ iJ.!A- .t!.a. .:yCA'1~ ~;'~/7h
JV~ L' , "--r
egister of Wills
FEES
P b L E $ 235.00
ro ate, etters, tc..........
Short Certificates( ).......... S 30.00
~ extra .pages... $ 1,00
jcp $ 5.00
TOTAL _ $ 273.00
Filed 5-8-2002
. . ca'lied' bank' 5....:8.:.20.02. . . . . . . . .
ATTORNEY (Sup. C:. LD. :-10.)
ADDRESS
PHONE
(Y]
[V""
~:L
C",
("'-I
:........1
p
;-
,,} ~~
. -
J~C
~
LAST WILL AND TESTAMENT
OF
DOROTHY M. BLANCHARD
I, DOROTHY M.. BLAN.CHARD, widow, of South Middleton Township (mailing
address: 23 .Stra'Ybetry Dnve CarlIsle, PA 17013): Cumberland County, Pennsylvania, being of
sound and dlsposmg mmd, memory and understandmg, do hereby make, publish and declare this
as and for my Last Will and Testament hereby revoking and making void any and all Wills by me
at any time heretofore made.
1 . I direct my hereinafter named Executor to pay all of my just debts and funeral expenses
as soon after my death as may be found convenient to do so. I direct that my funeral services be
conducted by Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, Pennsylvania,
and that my body be interred on the Blanchard burial lot located in Westminster Cemetery in North
Middleton Township near the Borough of Carlisle, Pennsylvania.
2. If at the time of my death I still have in my possession a framed "Sampler" which was
the work of Henrietta Herman, I give and bequeath to the Cumberland County Historical Society
and Hamilton Library Association, 21 North Pitt Street, Carlisle, Pennsylvania 17013.
3. I give and bequeath all of my household goods and furnishings and articles of personal
use and adornment to my daughter, Dana L. Blanchard, but to the extent that she does not desire to
retain any of them, I request that she distribute those articles she does not desire to retain among
my three (3) nephews, Eric Steckel, Frederick Steckel, and Paul Steckel and my first cousin once
removed who is Nancy M. Mayer, in such manner as she or any person acting on her behalf may
deem appropriate.
4. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath to Financial Trust Services
Company and its successors, One West High Street, Carlisle, Pennsylvania, in Trust, to be added
to the Trust established by me pursuant to Indenture of Trust dated March 5, 1999, as may from
time to time be amended by me, and held and disposed of by said Trustee in accordance with the
terms and conditions and directions as set forth in said Indenture of Trust as from time to time
amended.
5. In the event my daughter, Dana L. Blanchard shall survive me, due to the fact she
suffers from a mental disability caused by encephalitis, I nominate, constitute and appoint my
nephew, Paul Steckel as Guardian of her person and with full authority to make decisions for her
including the approving and withholding of medical treatments and procedures.
6. I hereby nominate, constitute and appoint Financial Trust Services Company and its
successors, One West High Street, Carlisle, Pennsylvania and my nephew, Paul Steckel, as Co-
Executors of this my Last Will and Testament, and I further direct that neither of them shall be
required to post any bond to secure the faithful performance of his or its duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament written on two (2) pages, this 25th day of March, 1999.
"} ..,
~ ftl fl1Zn,qu'hcuJI,
Dorothy . Blanchard
(SEAL)
Signed, sealed, published an_~_~~cla~e~ by DOROTHY M. BLANCHARD, the Testatrix
COMMONWEALTH OF PENNSYLVANIA)
) ss:
COUNTY OF CUMBERLAND )
We, Robert M. Frey, Kimberly A. Mayberry and Dorothy M. Blanchard
the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and that she had signed willingly (or willingly
directed another to sign for her), and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of their knowledge the Testatrix was at that
time eighteen (18) years of age or older, of sound mind and under no constraint or undue
influence.
f/-J -
..Cdt/~ ,.h.. .
r~1
Robert M. Frey
~^'.~/. . ;J.. ,1 /7, '-/2
~'1rZ.t^et. f.,A / I
Kimberly A. yberry
~7/1 4~&WU'{L<'lA4,
Dorothy M. anchard
Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-
named, this 25th day of March, 1999.
~ vi ~'L
Notary Public .
No\arial seat PWIc
GIoII8 S. Rueger, ~nd ~
MlddIeI8X Twp., curnbertll
My Comm\SSlOfl Expires Aug. 22. 1 .
m M&I' Investment Group
1415 Ritner Highway, POBox 220
Carlisle, Pennsylvania 17013
717-240-4593 or 800-822-2155
t:/
May 10,2002
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Dorothy M. Blanchard
Date of Death: April 5, 2002
Will Number:
21-02-0452
Admin. No.
To the Register:
I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rwes
was served on or mailed to the following beneficiaries of the above captioned estate on May 10, 2002.
Name
Cumberland County Historical Society
Dana L. Blanchard
Eric Steckel
Frederick Steckel
Paul Steckel
Nancy M. Mayer
Address
21 N. Pitt Street, Carlisle, P A 17013
442 Walnut Bottom Road, Carlisle, P A 17013
12451 Meadow Circle, Lake Bluff, IL 60044
15 Ole Still Lane, Elgin, SC 29045
2625 Scouthouse Road, Slatington, P A 18080
236 Hopkins Avenue, Haddonfield, NJ 08033
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: May 10, 2002
s~ (2/y
I"-
c.....
,_..-::~
Name:
David C. Gority,
Vice President & Trust Officer
Lr,
~
Address:
Manufacturers & Traders Trust Company
1415 Ritner Highway
POBox 220
Carlisle, PA 17013
l'J
P
;--
".1 :;
-.:;C
Telephone: 717-240-4505
Capacity: Personal Representative
cc: Robert M. Frey, Attorney
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
M & T INVESTMENT GROUP
1415 RITNER HWY
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 195-28-0085
FILE NUMBER: 2102-0452
DECEDENT NAME: BLANCHARD DOROTHY M
DATE OF PAYMENT: 07/03/2002
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/05/2002
NO. CD 001373
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $82,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$82,000.00
REMARKS: M & T INVESTMENT GROUP
CHECK# 755994
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
KEARNS RONALD S ESQUIRE
SMITH ELLIOTT KEARNS & CO LLC
804 WAYNE AVENUE
CHAMBERSBURG, PA 17201
-------- fold
ESTATE INFORMATION: SSN: 195-28-0085
FILE NUMBER: 2102-0452
DECEDENT NAME: BLANCHARD DOROTHY M
DATE OF PAYMENT: 01/03/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/05/2002
NO. CD 002012
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,401.39
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$6,401.39
REMARKS: M & T TRUST COMPANY
C/O RONALD S KEARNS ESQUIRE
CHECK# 756743
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REV-'500~
. "
.i:' .
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712ll-06O1
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY Co
\i 2-
FILE NUMBER
2 1 0 2
o 4 5 2
COlHTY CODE YEAR N.NBER
DECEDENT'S N.oV.t: (lAST. FIRST, AND MIDDLE NITIAL) SOCIAL SECURITY NUt.IlCR
....
Z Blanchard Dorothv M. 195-28-0085
W DATE OF DEATH (t.t.HlD-YEAR) DATEOFBRTH (t.t.HlD-YEAR) THIS RETURN MUST BE RLEC IN DUPLICATE WITH THE
Q
W 04/05/2002 03/28/1923 REGISTER OF WILLS
0
W (F APPUCA8l.E) SURVJVfolG SPOUSE'S N.oV.t: (lAST. FRST, AND MlDDUE NITIAL) SOCIAL SECURITY NUf.IlER
Q N/A N/A
w Ii] 1 Original RelLm D l 5lI>plen'SiaI RelLm D 3. Remainder Return (dlleofdelthplilrlo 12-1J.m)
,..,
"';!;~ D 4. UrritedEsllile D 4a F....lierestCompIOOi..\..."__,2-1U2) Iil 5. Fedeial Esta!ll Tax RelLm ReqlJred
0'"
w2>o Ii] 6. IlecedEriDiedTestaelAllBchOlpyofWll} Iil 7. IlecedEri Malr1ained a LMng Trust {AIIod>_ "TMt) _ 8. TWlI Number of Safe Deposit 60lIllS
:1:",....
0Q.1Il
!Ii: D 9. L.iIigaIioo Proceeds Received 010. SpoosaPoYertyCreditldDofdelthb8lw8en12-31-911n11-1-95) D 11 E1ediontolaxurderSec.9113(A)I_5<,,")
ffi THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N.oV.t: COI.f'UETE MALNG ADDRESS
c Ronald S. Kearns
z 804 Wayne Avenue
~ FIRMN.oV.t:(If~1 Chambersburg, PA 17201
ffl Smith Elliott Kearns & Com""nv LLC
0:
'" TELEPHONE NUt.IlCR
0 (717\ 263-3910
0
1 RealEsta!ll(ScI'ed~oA) (1) 135,000.00 OFFICIAL USE ONLY
l StocIcslWldBoo:l.(ScI'ed~oB) (2)
3. Closely Held Corporalion. Pa1nersIip ot sa~p (3)
4. Mortgages & Ndes Receivable (ScI'ed~ D) (4)
5. Cash, BMk Deposits & t.iscel1aneaJs _ Property (5) 20,397.13
Z (-E)
0 6. Joirily o.vned Property (ScI'ed~ F) (6) 5,923.65
~ D Seplr.ie Billing Requesled
::J 7. Irtef,VlVOSTransfers&_NllfloI'roI>lHProperty (7) 1,233,395.76 ....
.... (ScI'ed~oGotL)
ii: 8. ToboIGnla_(Id3U....l-7) (8) 1.394,716.54
00(
0 9. FlIlOllli Expenses & Pdmrislrallve Costs (ScI'ed~ H) (9) 52,152.26
W
0:: 10. Dobis of Ilecederl. Mortgage Uabiities, & Liens (ScI'ed~o n (10) 617.78
11. TolIJ Deducllonl(1d3 Unes9& 10) (11) 52,770.04
Il N81Value 01 Eslal. (Una 8 mrus Una 11) (12) 1.341.946.50
13. ChariIabIelWld GovenmenlaI BequestslSec 9113TrusIs forwticl1l1\e1ediontolax has rd been (13) 650.00
rnedo(ScI'ed~oJ)
14. Net Value SUbject 10 Till (Une 12 mrus Una 13) (14) 1,341,296.50
SEE INSTRUCTlONS FOR APPUCABLE RATES
Z 15. Amoori of Una 14 taxable allhe spousal lax
0
!;;: rate, ottransfers ur<IBfSec. 9116 (aX1.2) X .0_ (15)
.... 16. AmwTl of Una 14laxalllo allireal rate 1,033.117.08 X.O 45 (16) 46.490.27
::::I
Q. 17. Amoori of Una 14laxalllo aI sibling rate X .12 (17)
::E
0 18. Amoori of Una 14laxallle aI cdlaleral rate 308,179.42 X .15 (18) 46.226.91
0
~ 19. Till Due (19) 92.717.18
20. D 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 < <
SlFPA42021F.1
Dece'dent's Complete Address:
~ESS
23 Strawbe uare
CITY
rfisl
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal PlMlI\y Credit
B. Prior Payments
C. Discount
STATE
PA
(1)
R7 000 no
411'; 79
Total Credits (A + B + C) (2)
3. InterestlPenaIty Wapplicable
D. Interest
E. Penalty
TOlaIlnterestlPeraty (0 + E) (3)
4. If Une 2 is greater thall Une 1 + Une 3, enter the differellce. This is the OVERPAYMENT.
Chock box on Page 1 LIr1e 20 to .....esta refund (4)
5. K Une 1 + Une 3 is greater than Une 2, enter the differellce. This is the TAX OUE. (5)
A. Enter the illterest 011 the lax due.
(SA)
6.401.39
B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP
17013
92.717.18
86.315.79
0.00
6.401.39
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a toosler lnl: Yes
a. retaintheuseorincomeofthepropertytrallSferTed; ........................................ IX]
b. retain the right to deslgnatewho shall use the property trall>1erred or its income; .. . .. .... . .. .. .. ... IX]
c. retain a reversionary interest; or . . . . . .. .. .. .. .. . .. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... IX]
d. receive the promise for life of either payments, benefits or care? ............................... IX]
2. If deaIh occurred after December 12, 1982. did decedent bansfer property withill one year of death
wilhoutrecei'lingadequateCOllsideratioo?............ ..................................... 0
3. Did decedent own an 'n trust for" or payable upOIl death bank account or security at his or her death? . . . .' IX]
4. Did decedent own all Individual Retirement Account, aIlnuily, or other noo-probate property which
COIltainsabeneliciarydesigrlatioo? ....................................................... 0 [Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Urder peIIliIIesrl ~ry, I dedarelhall have exaninedtte..un,iJlduding ~ _Lles.m --. .mtol!le beslrlmykr<ro1edge.m belief, lis lJlIe, CXlI19Ct.m lXIfIllIele.
Oedllllllian rl Preparei' ~ Ihan I!Ie persona ,epreserIalIve is based on all inIamaIion rlwtich _ has "'f JcnowIedge.
SIGNATU P~S ~NSIBLE FOR FILING RETURN
2625 South se Road, Slatington, PA 18080
1415 Ritner Highway, Carlisle, PA 17013
SIGNATURE ~AREJ grI1ERJ~~ESENTATIVE
~~_._} /"'~
ADDRESS'
804 Wayne Avenue. Chambersburq, PA 17201
No
o
o
o
o
[Xl
o
DATE
DATE
./.::z.-~~
For dales of death 011 or after July 1, 1994 and before January 1, 1995, the lax rate imposed 011 the net value oflranslers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (ill.
For dates of death 011 or after Janu~ 1, 1995, the tax rate imposed 011 the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The staMe does not exemot a toosfer to a surviving spouse 110m lax. and the statutory requirements for discJosure of assets and filing a lax return are s6J1 applicable eveI1
W the surviving spouse is the ooly beneficiary.
For dates of death on or after July 1, 2000:
The lax rate imposed on the net value of transfers from a deCeasad child twenty-ooe years of age or yoonger at death to or for the use of a natural parent, an adoptive
pa91l, or a stepparent of the child is 0% [72 P.S. ~9116(aX1.2ll.
The lax rate imposed on the net value oftoosfers 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(aX1ll.
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(aX1.3)J. 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-1&l2 EX + (1-97) (1)
.
COMMON'IvEALTH OF PENNSVlVAN~
INHERITANCE TAX RE1IJRN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Dorothy M. Blanchard 2Hl2-0452
All rool pnlflIlly owned solely or II a IIInanl In cammon must be raportad II fair marbI value. Far rra1<eI value ~ defired as the price at wIich pIqIerty waid be 0lII:I1lI1ged belween
a
Mling bu)'or iI1d a willing seller, _ being """"Il"Iled to buy... seI, lKih having reasonable """"edge of the relOVlri fads. Reo! pnlflIlly which II Jolnlly_ wtth right of survlvonhlp
must be d_ on Schedult F.
ITEM
NUMBER
1.
DESCRIPTION
23 5trawbeny Square, Carlisle, PA 17013
Sale settlement agreement attached
VALUE AT DATE
OF DEATH
135,000.00
STFPA42021F.3
TOTAL (Also enteron line 1, Recapitulation) $
(If more space is needed, insert addilional sheets of !he same size)
135.000,00
REV-15b8 EX + (1.97) (I)
.
ca.tMONWEALTH OF PENNSYlVANIA
tlHERlTm:E TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Dorothv M. Blanchard 21-02-0452
Irdude the proceeds oflitigaion '"'" the dale the proceeds were received by the -. All property Jolntly-ownetl willi the right of survlvonhlp must be disclosed on Schodule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
6
7
8
9
10
11
12
2
3
4
5
M& T Bank, Checking Account #605778
Accrued interest on Item # 1
Women's Investment Club - Cash
Personal Property - appraisal attached
Framed needlepoint sampler - appraisal attached
Arlene Lewis Dykes - prorated real estate taxes
and assessments on sale of real property
Sentinel Newspaper - subscription refund
Carlisle Chapter AARP - trip cancellation refund
AARP - dues refund
Comcast Cable - refund
Carlisle Regional Medical Center - refund
Reader's Digest - subscription refund
Carlisle Swim Club - membership refund
1,297.32
32.91
142.00
19.99
37.54
100.00
4.65
75.00
6,084.37
.35
4,698.00
7,255.00
650.00
STFPA42021F.9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of lf1e same size)
20397.13
REV-1sOOEX + (1-97)(1)
.
COWvlONYIEA1. TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLy-oWNED PROPERTY
ESTATE OF
Dorothv M. Blanchard
Won _ _ made Joint within one year 01 the -..... date oI_,111IlUII be reported on Schedule G.
FILE NUMBER
21-02-0452
SURVlVlNG JOINT TENANT(S} NAME
AOORESS
RElATia'4SHIP TO DECEDENT
A. Dana L. Blanchard
442 Walnut Bottom Road
Carlisle, PA 17013
Daughter
B.
c.
JOINTLY-OWNEO PROPERTY:
UETTER DATE DESCRIPTION OF PROPERlY "OF DATE OF DEATH
ITEM FOR ,ONT MADE kd.de rIIITIlI of finn:iaI illllill.balll bEril accwtlUl'tlErorsirilBr idBrtfyig rurar. DATE OF DEATH DECOS VAlLE OF
NlNBER TENANT JClNT AU.dldeedforjoilfy4loll"'''''''' VAlLE OF ASSET INTEREST DECEDENTS INTEREST
1. A. M& T Bank, Savings Account
# 15004200906236 11,846.06 50 5,923.03
Accrued interest on Item # 1 1.24 50 0.62
TOTAL (Also enter on line 6, Recapitulation) $ 5 923.65
(If more space is needed, insert adlIitional sheets of the same size)
SlFPA42021F.10
REV.1S1o EX'" (1..s7)(1)
..
COMMONWEAlTli Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy M. Blanchard
SCHEDULE G
INTER.VlVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
FILE NUMBER
21-02-0452
T1is schedtJe IIlJSt be~ lI"d lied ~lI'eanswerloll1Yofq_lltrough 4 ooll'e........side ofll'e REV.l500 COVER SHEET ~)'!S.
DESCRPT10N OF PROPERTY %OF
ITEM ItCLl.OE M rw.tE OF M TlW6FEREE. TtEJR RELAT10NSttP TO I::ECEteNT AN) ltE [>>.TE DATE OF DEATH DECO'S EXCLUSION TAXABLE VAlUE
NU'-EER OF TRANSFER. ATTAQiAct::Pf OF TlE tEED FOR REAl ESTATE VALUE OF ASSET INTEREST {IFN'PLICA8LE}
1. Dorothy M. Blanchard t/u{a
EIN# 25-6612963, M& T Investment Group, Trustee
Valuation schedules attached for securities 832,133.96 100 832,133.96
Accrued interest on item 1 3,171.10 100 3,171.10
2 Dorothy M. Blanchard t/u{a
EIN# 25-6612963, M& T Investment Group, Trustee
Cash balance 177,048.53 100 177,048.53
3 Nationwide Life Insurance Company Policy
#18142005 - annuity
Owner - Dorothy M. Blanchard
BenefiCiary - Dana L. Blanchard (daughter) 171,038.91 100 171,038.91
4 Jackson National Life Insurance Company
Policy #009020556A - annuity
Owner - Dorothy M. Blanchard
Beneficiary - Dana L. Blanchard (daughter) 18,423.18 100 18,423.18
5 Jackson National Life Insurance Company
Policy #009020603A - annuity
Owner - Dorothy M. Blanchard
BenefICiary - Dana L. Blanchard (daughter) 24,580.08 100 24,580.08
6 350 shares Xcel Energy, Inc. stock gifted to
Dana Blanchard (daughter) on 2{4{02 10,000.00 100 3,000.00 7,000.00
TOTAL (Also enter on line 7, Recapitulation) $ 1 n~ "'" -""
SlFPA42021F.11
(If more space is needed, insert additional sheets of the same size)
,
REV~1511 EX.. (1-97) (I)
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRAllVE COSTS
C().lMONWEAlTli r:J! PENNS\'lVAN~
INHERITANCE TAX RffiJRtI
RESIDENT DECEDENT
ESTATE Of
Dorothy M. Blanchard
Debls of decedent must be roported on Schedule I.
FILE NUMBER
21-02-0452
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Bros. Funeral Horne - funeral expenses 9,305.60
2 Harding Fox Funeral Home - gravestone 1,100.00
B. ADMINISTRATIVE COSTS:
1. _Rep.....-'sCannissions
N.....oI_RepreserlaIive(s) M&T Investment Group - co-executor
SociaISecurilyNooiJer(s)/EtlNUIl"berO/_R~s) 25-6243516
Streel.oddr... 1415 Ritner Highway
Cly Carlisle Sla/BPA Zip 17013
Year(s) Cannission Paid: 2003 6,400.00
2. AI1orre1Fees 3,200.00
3. Farrily ExerrI>Iion: (I decedenl's address is nollhe...... as daimenl's, aIIach expI..-aionl
Claimart Dana l. Blanchard (handicapped)
Streel.oddrass Thomwald Nursing Home, 442 Walnut Bottom Road
CIy Carlisle Sla/BPA Zip 17013
R_po/ClaiInarIloDeceden Daughter 3,500.00
4. Probaie Fees 903.00
5. Ac:cot.rtarfs Fees 6,450.00
6. Tax RelIm Pnlpa-er's Fees
7. Expense of sale of real property 9,763.54
8 Sentinel - executor notice publication 103.55
9 Cumberland County Law Joumal ~ executor notice publication 75.00
10 PP&L - utilities 39.53
11 Diversified Appraisal Service - appraisal of real property 250.00
12 Carl Ocker - appraisal of personal property 100.00
13 Zeigler's Storage & Transfer, Inc. 299.42
14 Beacon Insurance Company - homeowner's insurance 219.00
15 South Middleton Twp. Municipal A\,I1:hority - water and sewer 99.00
16 Sollenberger's Messenger Service - replace auto title 36.50
17 PP&L - electricitv 40.72
TOTAL (Also enter OIl line 9, RecapitulatiOll) S ., MA 0_
STFPA42021F.12
(~more space is needed, insert additional sheets of the sane size)
REV.1511 EX + (1-97) (I)
COfM.4ONMAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
.
ESTATE OF
Dorothy M. Blanchard
FILE NUMBER
21-02-0452
Debls of _ must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. _ Represerlalive's Cormissions
Narreor_ Represemiive(s) Paul Steckel, ccrexecutor
SociaI5ecurity NUI11beI(s)/ E~ Nu_or_ Represemiive(s) 210-36-1446
S1reeIMlress 2625 Scouthouse Road
City 51atinqton SlaePA Z1p1B080
Yea1s) Canmissioo Paid: 2003 6,400.00
2. ~Fees
3. Fanily Exelr!>1ioo (W _s address is rd the sarre as dall11lW"S, -. expI........)
C1airrarl
S1reeIAddress
City Slae ~
ReI_p or CIaIrrarllo Decedert
4. ProOaIe Fees
5. AccourWfs Fees
6. Tax Retum Prepaer's Fees
7.
18 One Beacon - auto insurance 48.00
19 Dave Sheibly Trash Removal - removal of debris 225.00
20 Shevlin's Maintenance Service, Inc. - deaning and shampooing carpet 265.00
21 Sprint - phone 21.49
22 PP&L - electric 86.21
23 Sprint - phone 44.96
24 Suburban Cable - cable 37.54
25 Strawberry Court - condo association fee 154.00
26 Sprint - phone 6.66
27 Suburban Cable - cable 37.54
TOTAL (Also enter on tine 9, Recapitulation) $ ., ,~" ""
(If more space is needed, insert additional sheets oIl11e same size)
STf PA42021 F.12
REV-1St1 EX + (1-97) (1)
COMMOOWEAI.TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
.
ESTATE OF
Dorothv M. Blanchard
FilE NUMBER
21-02-0452
Debts 01_ must be roported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. _ Represeriative's ConIrissioro
N!ml ri _ Represertaive(s)
Socia 5eaJrilyNlITber(s)/ EtI Numberri_ Rept....lBMl(s)
StreetPddress
City Stale ~
Yea"(s) Camissioo Paid:
2. Allomoy Fees
3. Fanily ~ (Wdecedert's address is rd the S!ml as claimarts, _ e>qj-.n)
Clamarl
StreetAddress
City SIale Zip
ReI_p ri Claimarl1D Deceden
4, _Fees
5, Aa:oorlat's Fees
6, Tax ReI1m Prepaer's Fees
7,
28 Strawberry Court - condo association fee 154.00
29 Sprint - phone 53.44
30 Strawberry Court - condo association fee 154.00
31 Strawberry' Court - condo association fee 154.00
32 Judy A. Campbell, Tax Collector - School real estate taxes 1,600.68
33 Judy A. Ca'mpbell, Tax Collector - Local real estate taxes 376.33
34 Sprint - phone 22.07
35 Strawberry Court - condo association fee 154.00
36 PP&L - electric 56.56
37 South Middleton TWD. Municioal Authoritv - water and sewer 99.00
TOTAl (Also enter on line 9, RecapiltJlation) $ 7 ,n" nil
(If more space is needed, insert additioM sheets of the same size)
STFPA42021F.12
REV-151; EX + (1-97) (I)
CCMMON~TH OF PENNS'tlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
.
ESTATE OF
Dorothy M. Blanchard
FILE NUMBER
21-02-0452
0Ibb of _ must be......... on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. _ RepreseIiliiVe's Cormissioos
NlI11l!of_Represeriliive(s)
Socia Security NlJ1lber(s)/ EIN Ntlrberof_ Represeriliive(s)
SlreeI Address
City Stlie Zip
v..{s) Cormission Paid:
2. Mooley Fees
3. Fanily ExefrC>tIon: (W decedllfs address is cd Ihe SlI11l! as claimllfs, *'" expIanaIion)
C1airrm
SlreeIAddress
City Stlie Zip
R_p of C1airrmtoDecederl
4. _Fees
5. AcaiurlaCs Fees
6. Tax Retum Prepaer's Fees
7.
38 PP&L - electric 73.82
39 Sprint - phone 21.55
40 Sprint - phone 21.55
TOTAL (Also enter on line 9, Recapitulation) $ 11';Q7
(If more space is needed. insert additional sheets of the same size)
SlFPA42021F.12
.
REV-1512 EX + (1-97) (I)
.
COMMOOWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Dorothy M. Blanchard
FilE NUMBER
21-02-<l452
Include .rnlmbu..... medlcal_
ITEM
NUMBER
1,
2
3
4
5
6
7
8
9
DESCRIPTION
AMOUNT
PP&L - electri c
Central PA HEMA & Med ONC Assoc. PC - medical expense
Carlisle Regional Medical Center c medical
Carlisle Regional Medical Center - medical
Carlisle Regional Medical Center - medical
Bronstein Jeffries PA - medical
Masland Assoc., Inc. - medical
Central Penn Medical Group - medical
Central Penn Medical Group - medical
56.05
15.00
126.89
173.06
100.00
21.37
113.93
5.74
5.74
STFPM2021F.13
TOTAl (Also enter 00 line 1 0, Recap~ulatioo) S
(If more space is needed, insert additiooal sheets of the same size)
617.78
,
REV.1513EX+(9-00:)
.
COMMONWEAlTH OF PENNSYLVANIA
~HERlTANCE TAX RETURN
RESKJENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE Of
FILE NUMBER
norothv M. Blanchard 21-02-0452
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. Dana L. Blanchard
442 Walnut Bottom Road
Carlisle, PA 17013 Daughter 1,033,117.0B
Intervivos Gifts - $7,000.00
Jointly held cash & benefICiary of annuities $225,889.47
SpecifIC bequests - personal property $7,255.00
Dorothy M. Blanchard tua life Interest
See Schedule K $792,972.61
2 Dorothy M. Blanchard tua
M&T Investment Group, Trustee, 1415 Ritner Highway
Carlisle, PA 17013 3 nephews & 1 cousin 308,179.42
Remainder interest
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-l500 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. Cumberland County Historical Society
21 North Pitt 5treet
Carlisle, PA 17013 650.00
TOTAl. OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.l5<lO COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
S1FPA42021F.14
.
REV.1514 EX+ (1-97)(1)
. . SCHEDULE K
LIFE ESTATE, ANNUITY
COMMONWEAlTH Of PENNSYlVANIA & TERM CERTAIN
INHERITANCE TAX RETURN
R€SIDENT DECEDENT (Check Box 4 on Rev-1500 Cover Sheet)
ESTATE OF FILE NUMBER
Dorothy M. Blanchard 21-02-0452
This schedule is to be used for all single life, joint or successive life estate and term certain calculations
prior to 5-1-69, actuarial factors for single Iffe calculations can be obtained from the Department of Revenu
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of deat
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
o Will 00 Intervlvos Deed of Trust o Other
LIFE ESTATE INTEREST CALCULATION
NAME(S) OF NEAREST AGE AT TERM OF
LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH
Dana L. Blanchard (dauahter) 10/29/1950 51 IX] Life or
o Life or
o Life or
o Life or
1. Value of fund from which Iffe estate is payable $
2. Actuarial factor per appropriate table
Interest table rate - 03 1/2% 06% 010% !Xl Variable Rate 5.6%
3. Value of life estate (Line 1 multiplied by Line 2) $
ANNUITY INTEREST CALCULATION
NAME(S) OF NEAREST AGE AT T
ANNUITANT(S) DATE OF BIRTH DATE OF DEATH AN
o Life or
o Life or
o Life or
o Life or
1. Value of fund from which annuity is payable $
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - o Weekly (52) OB~weekly (26) o Monthly (12)
OQuarterly(4) o Sem~annually (2) OAnnually{l) o Other ( )
3. Amount of payout per period $
4. Aggregate annual payment, Line 2 mulliplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate 03 1/2% 06% 010% OVariable Rate %
6. Adjustment Factor (see instructions)
7. Value of annuity -If using 3 1/2%, 6%, 10%, or ff variable rate and period payout is at end of period,
calculation is: Line 4 x Line 5 x Line 6 $
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3 $
NOTE: The values of the funds which create the above future interests must be reported as part of the estate asse
Schedules A through G of this tax return. The resulling Iffe or annuity interest(s) should be reported at the appropria
15,16 and 17.
(ff more space is needed, insert additional sheets of the same size)
SlFPA42021F.15
. For dates of death
e, Specially Tax Unij.
h on or after 5-1-69.
YEARS LIFE ESTATE IS
PAYABLE
OTerm of Years
o Term of Years
o Term of Yeers
OTerm 01 Years
1.101.152.03
.72013
792.972.61
ERM OF YEARS
NUlTY IS PAYABLE
o Term of Years
o Term of Years
o Term of Years
OTerm of Years
ts on
te tax rate on Lines 13,
.
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I,
MARY C. LEWIS
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 8th day of May A.D.,
Two Thousand and Two,
Letters
TESTAMENTARY
estate of BLANCHARD DOROTHY M
(LA~'l', J:'lj{~l, M1LJLJL~i
in common form were granted by the Register of
said County, on the
, late of SOUTH MIDDLETON TOWNSHIP
in said county, deceased, to
FINACIAL TRUST SERVICES CO
(LA~l, J:'lj{~l, M1LJLJL~)
M&T TRUSTS CO SUCCESSOR TO
(LA~l'l.. J:'lj{~l, M1LJLJL~)
~TECKEL PAUL .
(LAS~, J:'lj{~l, M1LJLJL~i
and
" ).
"
and that same has got s~~ce been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this 8th day of May
A.D., Two Thousand and Two.
File No.
PA File No.
Date of Death
S.S. #
2002-00452
21-02-0452
4/05/2002
195-28-0085
'-rr'Y1~ (' ;I. wtk. 10/,. (J -u .. 'lII'::, -t;", .0 U]J ~ Reg is t er
, , ..
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
Thi. is to certify rhar the informarion here given is correctly copied from an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fllmg.
.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No. Dace
lii- t\. ~.... ~-t:...,-~~v
Local Registrar
Fee for this certificate, $2.00
p
8169606
APR
8 2002
H1Cl5. ,q"-w. 2117 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
..
OI:CEOf.""!.~AL llINtIOFIlJSM
l" _ -_~_
1II-"'1....ftCIt..........1 U. S. Army War
It Li brary ,
DUUlINrI....,.,.,.A()OI'II..~~.-.lirICo<M
2) Straw Derry ~r~ve
Carlisle,Penna.l70l)
,.
rRHEIfs......,...."'""-UIlJ
, Norman
.. SIWoIlCf1'!'l11
!va',",,-l-"i
on
..
~C#OI!CEOIHTtF...,.".u.!
.. Doroth M.
oIIGIll_~ UNOII:"''rUIl
- ....
1pHr'r.'~l1l!
.~I
79 ,~
. COUHn' llUllt
Cumberland
IIIITlfIOU.CIlCtf....
$llM1I'lHo9'c:.....t
Carlisle,
::"0
Carlisle
Carlisle Regional Medical Cen
~
Wl.lOl!Cl!DtlflIEVI!""
u.s.AANm~
.....O...~
,
1IEQOEJrn'"SEouc::RlON
White
................
-.......-.....
-,.
11"'01'10+12
...
l1c.r;s....._.....
ou
1 e on
Pennsylvania
Cumberland
..
-
-..
-
,M.O :n.."':::''=tIl
".
J. Minnich
Steckel
..-ntOQO#OlU'OSI~
O ........ er--.O ........._SlaIeO
__ CWw .
.
--
..
,-
'--
1---
iCl
'","11: ~~~~~
I:
""
f
""'''''
....--
.......-..
"""""'""'......
......
M.lNJl€ROI'outM
tl\llCIJtNJUflY
"""',,-'
OEllCFlIKw:1WIPoUUIn'ClCOJMID.
...0
..13t
-
-
....
I5t
o
o
-
......-
.... 0,.0
eo...lIlIlt._
...
,.....
Om.\ I L I
~AM)AOOP.u$.rY"MON..'M<<)~meNt.lSl
(IIetr'l27'1T~0'''''''' ~\,,-~"j.~
o 'l,.l<> '-I"" S>. ."<Ii
".
OME,qI.EOp,o......o.r._1
- -
~~"'cn.l
"CIJIIT1f"tWGl'H'l'IICIAfII""'_~_d____"_D1_......_.....-_t3l
....._..""--........--.........~I--'"-..
..
r Q r ""e""OANOCI!llTln'lNQl'tI'I'SICI""",*",-blW'I_"'9_"C~IO_d_
....._....,~.._.__...._._._pIK9.__......~aj.....""'...........r"'....
"IlIICIICALU.IoIllHlIllCOf'lOHfJt
OItOMl....oI....mlll.......~IMleaflt"lon.In'"JOJIIftioIl...th~CiIlf".I...rlm.,d.....lldpl..,..IfOCl...ID...uuHf-l....,
_..81.......................................................................................................
,..
AEGlSTIW'I'S SIONAtUM AND N"'W
~.~~
~\~ld:l
M.
+"'-~----
~o~
~
. .~_..,..-'. .~,._~..,-,.-
.
LAST wn.L AND TESTAMENT
OF
DOROTHY M. BLANCIIAllD
I, DOROTHY M. BLANCHARD, widow. of South Middleton Towoshi,P (mailiog
addreaa: 23 Slrawbcny Drive Carlis1e, PA 17013), Cumberlaod County, PennsylvlltlUl, beiog of
80UDd aod disposiog miod, memory BOd UDdcrstandiDg, do lime!>)' make, pubUsb BOd declare this
IS aod for my Last Will aod T........... hereby revoking aod maIdog void lilY IIId 8ll Wills by me
allllY lime hemofore made.
I. I diIect my bmeioafter IUIJDed &ecutor to pay all of "!r just debts aod fuoeral expeoses
IS soon after my death IS may be found COIlveoient to do so. I diIect thai my fuoeral services be
cooducted by Ewing Brothers Fuoeral Home, 630 South HIIlover Street, Carlisle, Peonsylvania,
aod thai my body be interred DO the BIancIwd bmiallOllocated in W......in..... Cemetery in North
MiddIetoo Towosbip oear the Borough of Carlisle, PenosylVlDia.
2. If lithe lime of my death I still have in my poasessioo a framed .~Ier" which WII
the WOIt of Henrietta Hermaa, I give BOd bequeath to the Cumberland County Historical Society
aod Hamiltoo Libtary Associatioo, 21 North Pitt S-. Carlisle, Pennsylvania 17013.
3. I give aod bequeath 8ll of my bouaeboId goods BOd fumishiogs BOd articles of persooaI
use aod adommeot to my d8Ilgbter, Dalla L BIaucIwd, bot to the eJlteal thai abe doea DOl desiIe to
retain lilY of them, IIIlCjUeal thai abe dislribute tboee articIe6 abe doea not desiIe to retain 81lIOII&
my ~ (3) oepbews, Brie Steckel, PIederict Steckel, BOd PaoI Steckel BOd my first cousin once
removed who is NlUIC)' M. Mayer, in such lII8DIIeI' II abe or lilY peraon acting 00 her behalf may
deem appropriate.
4. All of the rat, raidue BOd nomainder of my _, real, penooal IIId mixed, 8Ild
wbemoever the same may be situate, I Jive, devise BOd bequeath to FiD8llcial TIUSI Services
Company and its successors, One Well High S-. Carlis1e, Pennsylvania, in Ttust, to be added
to the Trust estabIisbed by me pw8UlUltto Indentuno ofTnlst dated Man:h S, 1999, II may ftom
lime to lime be a"",nded by me, and beld and ctispooe<! or~:~ Trustee in accordance with the
terms aod conditions and dinoc:tions II set forth to said of Trull II from time to time
amended
S. 10 the event my d8Ilghtcr. Dalla L. Blancbanl sball survive me, due to the fact sbe
suffeI1l from a menta! disabili~ caused by OIlteJlbalitis. I nominate, cooatitute and appoint my
nephew, PaoI Steekel II 0uanIian of her persoa and witb full authority to make decisions for her
including the approving BOd witbholdin& of medical _ aod psoc:edunos.
6. I hereby nominate, constitute and appoint Finsncial TIUSI Services Company aod its
succesSOlS, One West High Street, CarlisIe, Pennsylvania and my nepbew, Paul Steekel, II Co-
BxeculOlll of this my Last Will IIId Testament, and I tUrtber diIect thai neither of them sball be
requited to post any bond to secure !be faitbfuI performance of his or its duties in the
CnmmnnweaItb of Petmsylvania or in lilY otber jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my band aod seal to this my Last Will
and Testament written 00 two (2) pages, this IItll day ofMan:b, 1999.
~t1>>J R~~
Dorothy . Blanc .
(SEAL)
Signed, sealed, publisbed and declared by DOROTHY M. BLANCHARD, the Testatrix
above named, II Ind for her Laat Will and Testament, in our presence, who, in her pnosence, at
her request, IIId in tbe presence of eacb olber, have hereunto subscribed our names II atteSting
witnesses.
~-~. "/ .
~~tl.W~~)
Page I of 2 Pages
.
--------------.---
.
COMMONWEALTII OF PENNSYLVANIA)
) u:
COUNfY OF CUMBERLAND )
We, Robert M. Frey, Kimberly A. Maybeny and DorotI1y M. Blanchard
the Testatrix and the witnesses, respectively, whose II8IIIIlS IIIe signed to the alIacbed or foregoing
instrument, being fust duly SworD, do hereby declare to the UIIdcnigned IIUIbority tba1 the Testatrix
signed and executed the instrument u her LlIst WiD and tba1 she bad signed willingly (or willingly
directed another to sign for her), and tba1 she elleC11ted it u her free and vollllllllly act for the
purposes thereiD expleSSed, and tbat eacb of the witnesses, in the presence and beariDg of the
Testatrix, sisned \be Will as witoell5 and tba1 to the best of tbeir koow1edp the Testatrix was at !bat time ei!bleeD (18) years of 88e or older. of sound mind and under DO constraint
or undoe
influence.
f&'--- /00.. r_j
Robert M. Frey
t6~ '1!/o/~7
~vn,.,.r{UJIu{,
Darotby M.
Subscribed. sworn to and ackoow1edpd befote me by the Testatrix and the witnesses above-
named. Ibis 25th day of March, 1999.
~J~
N"utaJy Public .
\.:E.~\
Page 2 of 2 Pages
'"
..1.\,1. IV. LVVl.' II ;'tJI"\IYl
M~I !~Vt~IMtNI ~KUUr
NO.6 0 7
P. 2
.
THIS INDENTUR..E OF TRUST, made this Sth day of March. 1999 by aDd between
DOROTHY M. BLANCHARD, widow. of South Middleton Township (mailing adduss: 23
Strawbe,"ry Drive, Cadisle. Pennsylvania 17013). Cumberland County. Pennsylvania.
(hereinafter whethel- singulae or plural referred to as "SBTI'LOR").
AND
, FINANCIAL TRUST SERVICES COMPANY and Its successors, of One West High
Su-t in the Borough of Carlisle, Cumberland County, Pennsylvania (hereinafter w~ther sinaular
or plural referred to as ....rustee..):
WITNESSETH:
WHEREAS, Setllor desires to transfer and deliver to the TnlStee certain property and
seeurities. hereinafter de$cribed. for the pwpose of CR:ating a voluntary revocable Trust, and
WHEREAS, the Trustee has ag~ to accept l~ said property and securities and any
property and secwilies which may hereafter be assigned to It by Settlor or others and to hold the
same and the proceeds and income thereof upon the Trust hereby created.
NOW. THEREFORE. in consideration of the covenants herein contained and the sum of
One ($1.00) Dollar by the Trustee In hand paid to the Settlor at and bero... the scaling and delivery
of these presents, the receipt whereof is hereby acknowledged, the Settlor has granted, conveyed.
assigned, set over and delivered, and by these presents does grant, convey, assign, set over and
deliver unto the Trustee, all t~ right, tide and Interest of the Settlor in and to the property and
securities described In Schedule "A", which. signed by the Settlor, is attached hereto and made It
part hereof, together with the appurtenances and all the estate and rights of the Settlor thereto.
TO SA VB AND TO HOLD all and singular the above granted described property and
securities unto the said Trustee and any property and securities which may hereafter be assigned,
devised and bequeathed to it. IN TRUST, NEVERTHELESS, for the following purposes and
uses, and subject to the tenDs, condilions, powers and agreements hereinafter set forth.
ARTICLE I
POWERS AND DUTIES OF TRUSTEE
Sedlnn 1, The trustee shall hold and manage the property and secw-ities, toge~er witb
such other property as may be acquired, durin! the existence of the Trull, all of which said
property will hereinafter be referred to as the "Trust Eitate", upon the terms and conditions, lIl1d
for \he uses and purposes, and willi the duties and powers, that is to say:
To hold and mana,.. the said Trusl Estate and every part thereof with full power to Invest and
reinvest the same in such loans, stocks. bonds, securities and real eSlate as shall be deemed by the
Trustee to be suitable and proper for the Investment of Trust funds and without being restricted to a
class of investments whicb a Trustee is or may btlreafter be permitted by law to make. In so doin~,
the Trustee is specifically authorized, in the Trustee's sole discretion and as the Trustee deems
fitting and prOper. to retain, sell, mortgage, partition. exchange or otberwise dispose of any or all
of the property of the Trust Balate, both real and personal, including specifically the authorization
to retllin, buy or seU any sbares of the stock of the Trustee; to vote, "",change and otherwise
exercise aU rights, privileges or options in any way pertalnina to the stocks, bonds, securities and
other assets at anytime belonsing to the TroM Eslate, provided. however, that with respect to any
shares or stock of the Trustee, the beneficiaries may determine the manner In which said sl1ares
shall be voted and may actualJy direct how such shares shall be voted, to borrow money. to
execute and renew promissory notes and to pledge the assets of the Trust Estate as security
therofor; to make Illterations of , repairs upon, additions to and erect Improvements upon real
estate. and to make leases therefor for such term even though in excess of five (5) years. as the
Trustee may deem advisable; to mske distribution of the princIpal and undistributed income of the
Trust E.~tate to and among those entitled thereto at the tennination of the Trust In kind or In cash, or
partly in kind and partly in cash, as 10 the Trustee seems proper, Just and equitable; to delermine
the manner of ascertainment of Income and principal and Ihe apportionment of receipts and
expenses by the tenants and remaindennen of the Trust Estate; to make, execute and expenses by
the [Cnant$ and remaindermen of the Trust Estate; to make, execute and acknowledge and deliver aU
vt~. 10. lVVl II: 4jAM
Mill I JNn~IMtNI liKUU~
NO. 607
P. 3
instruments deemed necessary or required in tbe exercise of the hereinbefore mentioned powers;
and Otherwise in the management and conduct of said Trust Estate to do any and all things which
an owtler could do in his or her own right.
Seetion 2: The Trustee, if and whenever It may be deemed advisable, or more
convenient to do so, may cause any shares of stock, securities or other- property of whatsoever
chlll'llCter constituting pait of the Trust Estate to be taken or stand in the name of the Trustee's
nominee, with full power and authority in sucll nominee to receive and receipt for all income
therefrom. All taxes and governmental charges, ofwhatSOevu character, levied or assessed upon
or payable by the Trostee with respect to the corpus or income of the Trust Estate, and all expenses
of the administration of the Trust and all interest payable on account of any Indebtedness or
liabilities contracted, Incurred or assumed by the Trustee, shall be paid out of the income of the
Trust Bstate, unless the Trustee, in the Trustee's discJ:etlon, shall deem that under the
circumstances all or some part thereof should equitably be paid out of the corpus of the Trust
Estate.
Section 3: In any case in which the Trustee Is required to divide the principal of the
Trust Estate in parts or shares, and to distribute the same, the Trustee is authodzed and empowered
in the Trustee's sole dl~tion to make division or distribution in kind. or partjy in kind and partly
in cash. The judgment of the Trustee eonceming the values for the purposes of such division or
distribution of the property or securities snall be binding and conclusive on all parties interested In
such division or distribution.
Sadlon 4: No title, in the Trust Estate hereby created, or in the income accruina
therefrom. or in its accumulation, shall vest in any beneficiary and no be.neficiary shall have the
right or power to transfer, assign. anticipate or encumber his or her interest in ssid Trust Estate, or
the Income therefrom, prior to the actual distribution thereof by the Trustee to said beneficiary.
Further, neither the income nor the principal of said Trust Estate shall be liable in any manner, in
the po.'l$cssloll of the Trustee. for the debts, contracts or engagements of any of the beneficiaries.
Section S: This Trust Agreement shall continue in force and continue to be administered
by any successor 10 the Truslee which results from a merger. consolidation or reorganization of
Trustee, or by appointment of the court having jurisdiction of this Trust.
Section I!;: The Settlor shall have the right to revoke or amend this Trust. in whole or in
part. at any time and from time to lime by an instrument in writing delivered to the Trustee and
intended to take etTect during the lifetime of Settlor, except that the duties, powers, and liabililles of
the Trustees shall not be changed without its written COJ1lIenL The Trustee reserves the righi, at
ony time upon thirly (30) days advance written not1ee to Settlor to resign the Trust and deliver the
Trust Estate to Senior, after deducting therefrom its fees and any expenses then due and payable.
If this Trust is in effect at the death of Settlor, it shall at that time become irrevocable and Trustee
shall thereafter be allowed to resign the Trust only upon applic::ation to the court having jurisdiction
of the Trust and the appointment by that court of a succ:essor Trustee.
ARTICLR II
DISTRIBUTION
The Settlor directs the Trustee to disburse the income and principal of the Trust Estate in the
manner hereinafter set forth in detallln Schedule "S" which. signed by Settlor, is attacbed hereto
and made a part hereof.
A.RTICT~R DI
GENERAL PROVISIONS
Section 1: The Senior or any other person may grant and conveyor assign or devise or
bequeath additional property, securities or cash to the Trustee to be held under. the tenns hereof,
and the Trustee i. authorized and empowered to reeeive the Sllm<!l for the uses and upon the Trust
set forth herein.
Vt\.. I O. ~vv~. I I: ~~"'"
1V1&1 J.I'Uti)IMtNI \H.uur.
I'V. DV I
r. ~
.
Section 2: The Trustee by joining In the execution of the instrument signifies
acceptance of the Trust and acknowledges that the Trustee has JeCeived this day fiom the Settlor all
and singular the property and securities des<:ribed in Schedule" An attached hereto and made a part
hereof and agrees to hold the same and use and dispose of the proceeds thereof upon and subject to
all and singul.,- the Trusts, tenns and provisions set forth in this indenture.
Section 3: The Trustee shall be compensated in accordance with its standard schedule
of charges in effect from time to time during the period of its services, and this compensation shall
be paid from principal or income or partly from each in the sole discretion of the Trustee. This
compensation shall be the 50Ie compensation of Trustee who shaI1 receive no further compensation
on the termination of the Trust Estate, except.such compensation to which It may be entitled as part
of the expenses of administration of Settlor's estate.
SectIon 4: This Trust is created and accepted In the Commonwealth of Pennsylvania
and shall in all respects be governed by its laws and shall have its citus in Cumberland County,
Pennsylvania.
Section 5: The revocable Uving Trust created by the within Settlor with the within
Trustee dsted Pebruary 25, 1999 is intended to be revoked by this Indenture of Trust.
U,tl.. 10. LUU;- II: qqAM
M&I INvt~IMtNI IiKUUr"
NU. 60 I
~. ~
.
IN WITNESS WHEREOF, Dorothy M. Blanchard, the Settlor. has hereunto set her
hand and sc:allhis 5th day of March, 1999, and 'trustee has executed this instrument and caused Its
corporate seal to be affixed hereto,
WITNESS:
~ - ,hr.
-n"l--
.~,.l'Jit{."nl. E~?VC.Il4I.d-, (SEAL)
Dotothy M&!lanchard
Financial Trust Services Company
by:
Da id C. Godty
Senior VIce President and
COMMONWEALTH OF PENNSYLVANIA:
5S:
COUNTY OF CUMBERLAND
On this, the 5th day of March, 1999, before 1l1C, the subscriber, a Notary Public in and for
said Commonwealth and County, came the above-named Dorothy M. Blanchard, widow, known
to me to be the person whose name Is subscribed to the foregoing Indenture of Trust, and
acknowledged that she executed the same for the purposes therein contained
WITNESS my hand and notarial seal the day and year aforesaid.
COMMONWEALTH OF PENNSYLVANIA:
ss:
COUNTY OF CUMBERLAND
On this. the Sth day of March, 1999, before me,the subscriber, a Notary Public in and for
said Commonwealth and County, personally appeared David C. Gority, known to me to be the
person whose name is subscribed to the foregoing Indenture of Trust, and acknowledged that he
executed the same as Senior Vice President and Trust Officer of Financial Trust Services
Company, for the purposes therein contained, being authorized so to do.
WITNESS my hand and notarial seal the day and year aforesald.
11,--. ~~
Notary Pu~
lIrIotarialS.al
JlMn L crowt. Nolary Public
C.rllsta Boto. Cumbertlind County
My Commlsalon Expire. AQtIl 23. 2001
vtv. 10. ,UUl II ; "t'+/'\IYI
M&I !NVti)IMtNI IJKVUr
NU. OU I
SCHEDULE "A"
PROPERTY AND SECURITIES TRANSFERRED BY
DOROTHY M. BLANCHARD
TO
FINANCIAL TRUST SERVICES COMPANY
UNDER INDENTURE OF TRUST DATED
MARCil S, 1999
~. 0
u,t~. I~. LUUL II :44AM
M&I INvt~IMtNI liKUU~
NO. 607
P. 7
<
SCHEDULE "S"
PLAN OF DISTRIBUTION OF TRUST ESTATE OF
DOROTHY M. SLANCHARD
UNDER INDENTURE OF TRUST DATED
MARCH 5, 1999
FIRST: TheTtusteels directed to disburse the netincomeofthc Trost Estate at least
&nn..aJJy or at mon: rreq..ent Inlervals to or for the use or benefit of Dorothy M. Blanchard, so long
as she shall live, and in addition shall pay to Or for the benefit of Dana L. Blanchard, who is the
daughler of Dorothy M. Blanchanl, to the cstent that such Income and prineipalln the opinion of
Dorothy M. Blanchard or of the Trustee is necessary or desUable to be eXpf'n"'''''' fot the proper
maintenance and support and health care of sald Dana L. Blanchard, who suffers from a mental
disability caused by encephll.litis.
Upon the death of ~ said Settlor. Dorothy M. Blanchard, the Trust Estate as then
constituted shall be retained by the said Trustee, and in the event the probate Estate of Settlor shall
be insufficient to pay the just debts of Settler. specific bequests contained in Settlor's Will. plus the
reasonable administration expenses and f\lncral expenses of Settlor and inheritance, transfer,
succ:csslon and estate laXes which may be payable on account of Settlor's death, Including interest
and penalties thereon, to the extent that. Settlor's probate Estate is unable to pay the same, such
expenses shah be paid from the Trust Estate and the balance shah be retained by said Trustee as
hereinafter provided.
SECOND: Upon the death of the said Dorothy M. Blanchard. the Trust shall become
irrevocable and shall be held for the benefit of Dana L. Blanctwd and the Income arising
therefrom. together with so much of the principal thereof as in the opinion of the Trustee is
necessary or desirable to be expended for the proper maintenance, support and health care of Dana
L. Blllnchard, shall be paid by said Trustee to bee or for her benefiL The Trustee is authorized and
diIected In its sole discretion to I1UIice payments of income and any principal to the indIvidual or
instituUon, if such there be. providing Dana L. Blanchard with maintenance.. support and health
care, and other necessary attentions. and that tbe Trustee may make payments directly to Dana L.
Blanchard to the extesit the Trustee deems such to be necessary or desirable.
THIRD: Upon both Dorothy M. Blanchard and Dana L. Blanchald becom.ing
deceased, the Trust shall tenninate and the then .........in;"l! corpus plus any accrued interest shall be
used to pay the reasonable funeral expenses of Dana L. Blanchard and the balance shall be
distributed In equal shares to the three nephe"..s of Dorothy M. Blanchard who are Bric Steckel,
Frederick Steckel, and Paul Steckel. and to her fitst cousin once removed who is Nancy M.
Mayer, but should any of said three nephews fail to survive both Dorothy M. Blanchsrd and her
daughter, Dana L. Blanchard, then the share such nephew would bave received shall be paid to hiB
then living legitimate issue, per stirpes. and if there be no such then living legitimate issue such
share shall be added to the remainIng share or shares of said nephews. per stirpes. Should the said
Nancy M. Mayer fail to survive both Dorothy M. Blanchard and hcr daughter, Dana L. Blanchard,
then the share that she would have received shall not pass to her issue but such share shall lapse
and be added to the remainln. share or shares of said nephews, per stirpes.
Should none of the above.named nephews. nor any legitimate lineal descendants of any of
the above-named three nephews, nOr the aforesaid Nancy M. Mayer. S\ll'Vlve both Dorothy M.
Blanchard and I\er daugl\ter. Dana L. Blanchard, then in such ""cnt upon tennination of the Trust
the then remaining corpus plus any sccrued Income shall be paid to Cumberland Counly
Association for Retarded Citizens and its successors.
u~\... It). lVVi. Il:"''t~lVI
MOt I !IH'j)IMt,,1 ul\vur.
ItV. OV,
r. 0
,
The meaning of "legitimate issue" IS used herein shall be 1imited to Ii child or children born to
Ii female descendent of any of sald tluee nephews segudless of whether the mother is married to
the father of such child or cbi1dsen. and shall be limited to a child or children born to a maIe
descendent of any of said thtee nephews where the father of such child Or children is married to the
mother either before or after the birth of such child or cbi.1dren. In any case the meaning of "child"
or .. children" or "Iegitimalc Issue" as used heseln shall NOT include any adopted child or children.
IN WITNESS WHEREOF, Settlor IUld Trustee ba<rc execu1ed this instrument this Sib
day ofM.u<::h, 1999.
%".~. d.h.,~<<-z-..t1L
Dorothy M. chard, Settlor
Financial TlUst ServiCClli Company
By: IJtq~ t!- ~
Os: 'dC.Gority (
Senlot Vice Pre6idcDt and Trust Officer
Ut\;, l~. 1UU1 11: 44AM
Mile I JNVt~IMtNI tiKUUr
NU.bUI r. Y
.
>, .
FIRST AMENDMENT TO SCHEDULE B
OF PLAN OF DISTRIBUTION OF
TRUST ESTATE OF
DOROTBY M. BLANCHARD
UNDER INDENTURE OF TRUST DATED
MARCH 5, 1999
1. THIRD of said Sche<l,\I,e B under Indellture OfTlUSt dated March 5. 1999.ls
hereby amended to delete the last sentence of the fizst para,gxaph of paragraph Third and to
substitute thetefoIC the following:
"Sbould the said Nancy M. Mayer fail to survive both Dorothy M
Blanchard and her daughter. Dana. L. BlanchaId, then the share that Nancy M.
Mayer would have ~vcd shall be divided cquaD.y among such ofber then
living legitimate issue, per stUpes. At the pICSeDt time Nancy M. Mayer is the
mother of the foUowing four (4) children:
Dennis Mayer, 1r., Laum1 Mayer. ,4mand. Mayer. and Glenn Mayer."
2. Accept as hereiI1 above provided, I ratify and a1'fiJm the provisions set forth in said
Schedule B under Indenture ofTlUSt dated March S, 1999.
IN WITNESS WHEREOF, Settlor and Trustee have executed this First Amendment to
said Indenaue ofTNst this 25th. day of March, 1999.
'~.~~
Dorothy M lanchard, Settlor
FllIanCial TtUSt Services Company
,
8.T al~
1.0_ 2.0'_
4. 0 VA 5. 0 Conv.lnL
C. NOTE:TIIlaIonn 1o_lOlIhOyaua_al___. _..._......bytho_, .._.
--"P.O'..-JIlIid-al-.g;IIIO\'..__""__......not_lntho_.
p.....-.AOIlRf#.<< '.
. \~::: \~":'~':~;:4'~J~: . :".;'.::;-".- -:<Jt;
s.Oeonv.U_ FIll_
.UI-NllllJoho
~N_
:,-.:_~~{J:..;~.:'.L,,,. .'
Cau N_
,.tWlEANOAIlbIlE88Q>~<"':<!':"~' 'V:",:
. - ,- 'r. i':i-.:,~,;~:,>L ~":-~::_ -( 1,:"', ._~-:_ "
, . --
G. PROPERTY D snLl6u)l 0rM'
LOCATION: ~AiI f~1J
H.~AllEIrn
PlACE OF llEiTLeIIeNT:
TIN: .
I. SETTtalENT DATE:
~,"L;,' ~.f ~ .
~)/ :~-.
",-c_.,
i; "':''':''''\ ,~
&~"
.... ~ Ail f7ffJ
'01.
102. .......
,.. ................. liar'-:
-,'
,...
....
-
..
ADJU8T1lENTS FOR ITEMS PAlO BY SEUER IN ADVANCE:
...,..... .
4CfJ'. T_ JDI15/20(J~ 10
:'.Jonu.:.
401. IIG' _t:b.1, .... J5 ~
ADJUSTIlENT8 FOR ITEll8 PAlO BY SEUER IN ADVANCE:
,..... . ',tiIi'~' . -. "
107. r_ ID/1J121JU ID DJ/OJ/2QD3
..._ 1.IWaooa..... :tON<. .....
1OI.11a M:lIIC:h17 .... 1.5 flap , 4."
flo. ....-~,';,,~'>:._,,~-.
111.
".
IIJ.3
fl.~P,
'14."
OJ/01/2003
"141/~OJ
, 4.'7
"'-T.'.i'>:"i;.,;:
1/- ::". "~'
:'V':9~
,:;
411.
:~_.-.
_ ,."-....'
"','-
','
.
2GO.
JlAlD 8Y0Il IN
211. .......
...
...
'..
.-
to
:~ _-C::~'.: ':.
,
to
-i;-~~'~"k\;:''i:. .::~ :.' ":'::'.~
.f:~~"i"
....
.. ' y:":.~,~.~,,'::,~:'-v~' ;{';t::,:~..- ,'."
....
....
...
ADJU8TMENT8 fOR ITEIlS UNPAID flY SEUER:
-
). - !::;.~;y~:1":~
: '~,,:..(
,~
.c,
-
ADJU8TIIENTS FOR ITEll8 UNPAID BY SEUER:
to
.-j iI'
210. ...
211. .-
211-"-'-*
".
214.
".
21'.
211'.
".
I.
221. TOTAl PAlO BYIFOR
1lORRDWER:
:lOll.
301. o...._dua_ _ "'1
302..... ....pallI~..........l!no22O),..
303. CASH ( mFROM) (0 TO) BORROWER:
"0. ....
"1,' .....
112............
,<_:~J., :
.....
;;...~. 1=;,,'
11.
~:,:J :~:",,:'<i',
11.
~.':'ti:', .:, a""
:.:.."
.
tal.,
to
to
"'<t:'
~:;;:"i
"'-'-,"
,::.';:!h"I},~~-:
;i":Fi
,-~~ .";.':! -~,:!:;.
",.:'J'
)....;-.
R
HlJO.l (3-aI) - RESP,\, H8 4301.2
o IHJ
'.1.37
'J,J41.40
'74,55
'13',2".U
" 7a.'4
",113. $'
'131,217.32
'.,7a.54
'12,,~.11
PAGEl
7lIe.TOTAi.~~
IMIDOMPCI 'U5,OOO.00
.
I ",. '.,JDO.DO
P4\lO FROM
IIOAAOWER'S
FUNDS
AT
SETTlEMENT
PAlO FROM
SELLER'S
FUHDS
AT
SETTlEMENT
,
DMSION OF tOf~.,~ (LINE 700) AS FOUCMIS:
101. '4,QU.0IJ .. -.u- ,"-.uu
7Cll '4 Q7!.OO .. ~. .....-cuc.
"'~_fII""'" ',.
...
.~(llii::l3-JilS/..J 2I:1I~(":-:ili'l-;{.-:u.-:'~fIilla!'~
..,.~....... 4.
A.a.-_ _
-.......
*. Crd ..
a.1MllIItI",,_
.. __ "'10
..
..
...
'11.
1Dt,~'" J
OR _ ..
...--
IlK ,................
..
1GOt. .............
.... --
,... -
,- -
ll1ll1..w..I__
...--
,...
,..
-
. ....
-
I:(,:"'T :f.i:t..\....,j;;(.:Jt:ti~.}. :1I::f1L'11'3'':fm~~.
U Accoapt!
-
-
-
-
-
-
-
-
I'crow u
-
-
-
,.,-
t
1101......... ....
,----.----
It. Tilt"""""'.
111M. ,...~.....
tl"~ II
".ltIIII)I.....
l1f11.~"'''
- -
I.,........ O'JIz'~,.au-icr II ~
.............. 1101...1105 110'-UJ1
ttCll.LerIlfWt
"..
1l1t
"11
1111
CUlt
,.., .
,'.DII
1
.z Dn.7$.
fU5 _000.. 00 1
.-
".
'J J!(J;1lO
....
..../
IJ J,JD.OO:
'J J,D.DD
~(""-...l: I:. ::.ll:' :~..l:".l "" II' =1:']::1: li:.;~r..l: ;.t"::f
1101, ..
t"~ .. ~ ( ,J4DMlC}
t1DI. .,.~. &uicr . ~'~ t""
~: .T.....~ZDa._. .'. '_
:: ~ ~zoa... f....7ia~~,...J
ltD. 00
'105.,54
n..!SD
'J$4.H
n'.N
1400. TOTAL6ETTlEMENTCHARGES ".':14." II, .n./U
I.... c:MMr.......~" .................. D" ...11I..,. ~ MIl bIIII. I. a ..... ~....... f/I"""" WId dIIDurMmIIlII....
CII""""" at.....1n 1IlII........ 1..........lIlIIl......... .."......14&1 8iIlIIn**........
am~~;;tZ ~ ~.~Ur. '1r~ _~2..
...- _~~;~ ~~;;;:.;d; E*,..,_y.._hotd'-
_.
~ DIIIl: Alent DMI:
n.. HUD-'...................1llIhIcfl1 hIVI pIIiPIAId II. 11\II"" 1ICIlIIlIII..... 0111* bnIIclIM I hwI calIIIld or wi c.uah,..... ~- 'IIItIurMO In ~
......-
WllmMtAolcll: ~~
_LO'8rlon
WAANJNG: Itill CltmIIo~"""""""'D'" unIW.....anIhllOl'..,.....,1oml, ~...OOlNIdlCIrtCMl\rlOA.....Mdirnprilan-
.... for.......,... t. U.a. CM SfCIIDn 100'" s.ctIoIII10to.
-
-~
,
.. I I I I I
a I I I I I I I
E i I E
I
. .. . ..
. - ... .
Ii B .: .; eO
.. ..
.. Ul ..
) I \ \ \ \ \
\ ~ , ~
.. .. 0 ... .. . . . .
.. . . . . . . ~ ..
iil~ . .. :I .. .. .. .. .. . ..
. ;; .. .. l3 :.l .. .. "
.. ~ .. .. . '!. ..
... ri :: .. ,,; i .. .. r:l .
.. .. .. .. .. .. "
I
I
I: :I i .. . .. I I I l .
,. ! i : i .. : ... :&
.. 1\ ... :: ..
Il" :; .. .. .. ..
il'" .. .. .. ,.: Ii ~ .; .; ;; .-
, := .. .. .. .. '"
:= ..
i ij .. Si . : g 8 .. . ..
III . I Ii .. ..
~ ~ ~ lil .. .. I
.. .. .. ..
!II .. J~ .; ,.: .-
g .. .. .. "' = .. .. ;;
.. = := := . .. . .. . .
.. ..
..
i Il!!~ .. .. 8 ... .. . . . g
:l .. .. .. I g !
. . ... I ;
II! .. .. .. ..
.f . is':: .. = ,.: III Ii .. IS .. .-
.. .. .. .. .
'II fa," .. ..
8=;: = .. :I .. : : : : : :
:: .. . .. .. .
... I ;. 8 ... II ... ... ... ... ;. ~ ...
Ilj I hi: II .. . .. . .. '" ..
. .. . .. . ~ .. .. . . . . .
... ... ...
: . :: ..
il~ .. .
... : ... ...
j ~ .. .. :
.. ..
$ JI JI JI
J I ! e s 't:: 1\:; ~:: S
ifiolo.o Ii
N III .. iN
~ E :Ii :!:= 3== ! [ .. ~
I 1=; I=~ la~ n ~ S' I'!\
Ii :~ =i I ~ i
8:- 8!! 8~. iil I 1ft 1ft !fi \
'i~~ ..~~ ..~~ I~ II DB 1ft
I .. "... "... .
I ..., 0... .~ 1-1
1 I
I
I
I
II!~ .. . 8 . I :: . .. . .
. .. . .. Ii . ..
.~ ~ . 0 .. ~ .. . .. ..
i:= .. .. :I .. ..
.. ..
d .,
I
I
,
I ,.. .. .. I .. : ... .. .. .. ..
i :a ! ~ .. 0 0 .. ... ...
.. .. .. .. .. .. ..
,.. .. .. = = .. .. .. ::
.. ,.. .. N .. :a PI ..
.. ,. . . .. I .. " Ii ..
ft 1:= .. == Ii ... .. .. ...
~ .. .. ... :l .. . :: 10
,.. .. .. .. .. .. Ul
i 1- - - - .. ~ - ; ;j - -
,.. .. .. .. .. .. .. ..
I .. ..
.. I
S HDVd 90S 1 mOLnV.!1 tS dU01!D AN I I (!NY l'i l'iV 6v:90 anI lO-Sl-1!dV
.
..
I
I I
a
I
!
I I I I
! !
Ii \
I~ ~ i ~ : ~
~ftii ! i ~ E =
I~lt : = : ; =
I
.
IS
,.
Idl:::
Ii d
o ..
ad a a
Ii is; ;
it i Io! !
j~I=1 f ::: :
h j I h'; ~ ~
II I 8 I
"JD I ! \
l!i : 8
E I
II!
!9 \
'I B
In Sft
i! ~ :
Ii
I
,,' I
. \
\
g :
.... .
~"I.
:; II! = = :
~ :;
..
.. 0 .. .. 0 .. g ~ .. =
i ! ~ i ; ! ;;!.
= ~ = = = i =....
~ 11
. . . . .. s.!
i i i i i i J i i ~ i
.. I
I I g;
I ~ II I ~ h! i
!\ I 1\ Ldq P'; 1\
lfi 1ft Rft 8ft 1ft Ii Dft; II~ ~
~
I
~ g ~ g I = g I =
" ... .... . .. . .. . ....
N .; 01" .-4 ....
~ ~ 1 ~
.. a 0 ...
oi .. .. ....
:: ;;: 1:!
:J ~ ; 1J =
i
i ! i ! I ! I i I i
. e - ~ ~ = ~ .2.
. = ; = = = = = I =
I ! i I
: ~ : = = i
.. .. ..
! i !
i g : : · : ~ . · D
· !i ~ g i ! i g j i
i iE i ~ ~ e i i I i
I i5 ! : 5 ! 5 = ! i
H I
I
I
i
.
..
..
..
..
..
\
.eo
-0
..
~
.-
..
..
g
o
..
..
.
..
..
o
~
;:
a
..
..
o
...
..
..
..
.
..
..
-
..
..
-
..
..
fI lDVd 900mOLs::KVII ~s dnOlW ANI 1 CINV I'!
WV 6v:90 anl lO-El-RdV
..
\
\\
\ \~
\ ~ .
\\\\~.
1; I ,,,
...' \
'" \ \
. .
I': ,
, \. '.
t,\\S '!.
\l \ \1 :
\ \
I'
\ \
, I
\ .
\
\\\
I
, i
.. -\\
!~ ~ , \
,\ . \ \ e \
\\i i \Ii
i'" ~. \\\
ut\ \ \
S\: 1I i
iO I
,i..\
.. a \
t \
\ \
\
\
\
\
\
I
\
I
,
.
\
-\\
\l\
\
I
\
.-9.
,
\(.
\
\
i \
.. \
; ,
~ \
Ii \
\
1
'\
r
~
\
\
1
. ~
., ~
~ t
" 1
-~ ~
(lI\CI1701\1,~VVI
,
\
\
I
\
\
..
..
\
!
i
\i
.
1#
\l
"
'it
~~\
\\
\i
1.\
\\
!
1'"
t\
\..
..
2~1I
J !\!\~l'< l >n 1 n'lV
lS
\
~ ~~:Ol\ ~1\1 11\_C1
1__1Il1 0 64
01Bf42OOll
DEATH BENEF IT
10
CBCOKPAHY
10 IA INTERFACED
CHECK# 1022747084
DATEOPISSUE: 10/07/02
. HATIOMWIDE LIJ'B I
GROSS PAYMENT AMOUNT
FEDERAL INCDIIE TAll
. STATE INCDIIE TAX
~ NET PAYMENT AMOUNT
'"
o
o
..
'"
o
o
o
o
8
o
o
o
8
.
$'71,038.91
-$783.89
$0.00
$170,275.02
-
-
-
-
-
-
-
-
..
-
-
-
-
-
-
-
-
-
-
= FOR INQUIRIES CALL: 1-800-848-6331
-
'I/~Y
~
DBI'ACH S'n1lI BBPORE CASHING AND KBBP FOR YOURRllCORD _,
... -r- ...', ' '_ __,- '_' - , ' ,,' ""', "'_' ' " ,', '-~'- ---~ .-'
· "f,?tGL~~I~~-:--~~-'-'---
..... ". .....~~-~ ".. '. ~1
. .~i1"~::~'~~.T\i& HUN9R~sit(E~y- mE A1W,1V
. ' .. .<'_.'~i: ,;:. .;:_:.;~, :..'.' .". _,..:
. Po.
...."'"
-,
of"
," ",- .
1i~t.i\lCE IIt.UC~RI),
e:tG'1Qlt: 9'li>NIt rs;r 1:t~P'
. t4t~,IU~ fUj;!f
c.~JM\..r~llE P-'N' 1T(U3
-
-
B'ANJ(EONE.
B'ANK.aNffi.tW
BY
j'~~ ''A' .""'2..~ ~f~,,^
E.~'q1.. '~.j/:--' '.'.'>:"":~" ::',.,',_.,< .':::.'L.." :;'~<:,~~_
~ -"l ' ,~ ,'., 'C" ,. ."., ,. . '-' ,.- '.. "- ;.~
;'-~2;L~ry.:t ':'}:~\,,~_.,,<:);it ::j!} ;-fW9~~.".Y<;l/
>0'~ i:ilHt-ilaL,iii
..
II" 1.0 2 2 1''' 'i'Oa "II" ":0 L, L, I. I. 5 I, I, ;2':
qaE.l> I.q 'i'S I'M"
.
ackson National Life
~~s~o/~~~~~~~,E~~d
October 4, 2002
Dana Lake Blanchard
1415 Ritner Hwy
Carlisle. PA 17013
Insured: Dorothy M Blanchard
Polley No. . 009620056A and 009020603A
Dear Miss Blanchatd:
Please accept our condolences on the death of Dorothy M Blanchatd. We understand that this must be a
dillicult time and we would like you to know that we are available for any questions you may have.
We have endosed our checks for the above reterenced policies. These checks represent \he following:
POilcy
Number
.OO9020556A .
009020603A .
Accumulation Fedel'lll Slate
Value Int.....tPald WIthhold Wlthholdln Check Amount
$18,423.18 $0.00.. $342.3~_. $0.00. $18,080.86'
$24,580.08. $0.00 $458.01. $0.00 --'$24.m:OL
The Internal Revenue Service (IRS) requires us to report payments made. so we wiD be sending both you
and \he IRS tax form l099R (for the benefit payment) and fclrm 1099INT (for the interest amounts over
$600.00), in January of next year.
It is important that you sign this check, when cashing it, exaclly as it Is made payable.
If you have any questions or need additional information, please contact our Service Center toil free at
888/565-4995.
Sincerely,
I(j . im Analyst
Claims Administration
Enclosure: Check
PO Box 24068
lansing MI 48909-4068
A.Mu~ 88Sl565-4995
-
-
,
l!M&rBank
May 23, 2002
1U: Eltalll S~
The Emili of;
Date of Death (D~OJ).)
To Whom It May Concem:
DOROTHY M BLANCBAlW
4I5/2GOZ
Ic!tlaTfficd below is the IlCOOum: lD-""'..... reques1Ild.
1. M&T Bank 1lll00lllll:S in ....hich the d.-lo...,. uamll oppea.~.
Account
Type
A=wt Number
AcOOlllU Tillo
0pe.al:Dg Bnoch
0,0.0, .AocnIocl IntcBIt
SalauceI
(Inoludes A=.
Inf.)
$6084.37 $.3S
511,1146.06 $1..24
cmc.
SAV
6OS778
15004200906236
DOROTHY M
BLANCHARD
DANA LBLANCHARD ,
DOROTHY M
BLANCHARD
4319
4319
2. La_. MottppI, or otIw obUaatiOlll tiIIocIlI1lho dooodeat'. _
Account Number
AmountOwod
Acooum: DoscrlptiOll
No Safo Deposit Box lilleci lD mo DecedonE'a IW%lO llldsled u 0lIt omco.
If you havo illY qIlOlltioJla about tho lnfotmadon providocl, pleuo oOlll:&;t OIlS' ~ 00:partmeI1t Ill: (J 16) 63S-4010 or 1-800-724-
2440 ouUide of lb. Bu6a1o, NY calIina' InlL ThIulc you.
Sl:Dcarel:y.
~ BAl'lKCOlU'OlU.TION
BY: ~f.AJA~ L~ ~--'U
Amllo SiaJlallU'e 0,;;' ~ c5 r '
...
DA1'B; ~- '2..">-0 L
Man~,.." II1d 1Iadors 'I!ust Company. 1100 Wehrle Oriva PO BOl( 7ff1, Buffalo, NY 142400767
1 'd 96~ 'ON dnOH9 lN3~lS3^NI m ~dL!:1 lOOl'LI '~3a
". ..
CARL E. OCKER
AUCTIONEER
4401 Philadelphia Avenue
ChllTlbersbur;, PA 17201
(717) 264-6578
pencma1 ~ AppniIa1 filr
tlmJlb)' BtmdIIJd
23 Sto.wbccryDr
Callsle,PA
DIl'UNG ROOM
10 PC MAPLB DINlNG ROOM SET............................................................................... 550.00
LENOX WESTWlND SER.V1CB POll I .......................................................................... 1'0.00
LENOX SALT a: r.t:.l'~................................................................................................10.00
CUT CR!.AMEll a: SUOAR.............................................................................................. 15.00
LENOX CREAMER&: SUGA1l......................................................................................... 15.00
BLOWN FISH .....................................................................................................................5.00
COLONY CANDY DISH ..................................................................................................15.00
ltC CHINA DISR.............................................................................................................. 10.00
PETBll RABBIT WEOOEWOOD CHIlDS BOWL &: MUG ............................................. 20.00
2 CHINA TtJRl!ENS .........................................................................................................20.00
2 CANDLEWICK BOWLS................................................................................................20.00
3 cur OLASS NAPPlES...................................................................................................25.00
3 cur OLASS NAPPmS_.............................................................................................25.00
PENl'ON MlLKBU'l"I'J3RDlSH, cur HBAR.T ................................................................ 10.00
STERLlNG PEDISTAL DISH ........................................................................................... 10.00
BOHEMIA CAIOl PLA'IES, HAND PAINl'ED ................................................................20.00
I GERMAN BERllY BOWlS HANJ) ...............................................................................15.00
4 0JmMAN HAND P.AlNT1lD lUlLISH TRAYS .............................................................. ;20.00
10 GERMAN HAlW PAtNl'ED DISHBS.......................................................................... 20.00
ALVIN ST&UJNO, I KNMlS, 8 DINNER FORKS, LEMON FORK.
8 SALAD FORKS, BTJlTER.JCN1FI!, 13 TBASPOONS,. 8 SOUP SPOONS,
6 SERVING SPOONS, 1 LADLE, 1 JELLY Si'OON ....................................................... 550.00
3 PC LBNOX CHRISTMAS CHINA........................................,......................................... 25.00
3 MAPLE BAR STOOLS......._.........................................................................................50.00
mEB..u....................................n.......................................................................................... 15.00
W.ALNUT FRAME...............................................................................-.........................20.00
PA'l10
IRON TABLE, " CHAIRS ................................................................................................. 40.00
OWElt, caAlSE LOUNGB ............................................................................................20.00
4 PLASTIC CHAIRS. UGHI' .............................................................................................. 5.00
Krl\ :HICN'
PAPERWEIGHt' ..................................................................................................................5.00
"WELCOME HOME"10HNSON B1lOS caINA..............................................................3S.oo
CORElU CHINA ..............................................................................................................5.00
FRlENDL Y VILLA.GE JOHNSON BRa CHINA .............................................................. 40.00
"COACHlNO SCENES" JOHNSON BRO CHINA ............................................................25.00
GEOR.OB PORMAN GRILL..............................................................................................20.00
PLATI'ERS, ME.ASURBllS............................................................................................... 10.00
GRAPE PITCHER.............................................................................................................. 35.00
~ 'd
9 6 ~ 'ON
dno~e lN3W1S3^NI l~W
WdLl:~ 7.007. 'Il 'm
, .
COOKBOOKS...............................................................................................................~.... 5.00
ZENI'lH TV......................................-............................................................................... 25.00
FLATWARE, POTS oIt PANS...................._...................................................................... 15.00
LIVlNG ROOM
INLAID STAND..............................................................................................-................20.00
BLlJE CHAIR.............._..................................................................................................... 10.00
FLOOR LAMP .................................................................................................................... 5.00
CONSOLB TV........_..............................................................................-.......-............... 10.00
RCA VC'R..................h...........................................................n............................u....n......... 25.00
STONBHQUSE WATER COLOll, 2 PAINTINGS ............................................................10.00
PINE ROCKER._......................................-....................................................................... 35.00
OCTOGON TABI.a, BRASS LAMP ................................................................................. 10.00
PA HOUSE LOVE SEAT .........._...................................................................................... 40.00
COUNTR.y WINTBlt PAINTING ....................................................................................... 5.00
MAHOOANY Pm C1UlST TABLB................................................................................... 35.00
COFPEE, END TABLE ........................_..................._..................................-.................. 10.00
WATEll ~ p[C'I'tJRE ..._......................................-..................................................20.00
mil!
MAHOGANY SECRETARY..................................._..................................................300.00
BOOKCASE....................................................--................................................................ 20.00
OWLS......................................................................_..........................................................5.00
MOSAIC COI'l'Ell ...........................................................................................................20.00
SCRUMANN UPlUGHl" PIANO...............................-.................................................... 150.00
MAHOGANY CHEST (Jp DRAWBRS............................................................................ lSO.oo
MAHOGANY SHA. VlNG MRUlOll.................................................................................. 50.00
PR S'I'EltLING CANDLE HOLOERB.........................................--..................................... 25.00
2 BLUE BIRDS....................................................................................................................5.00
2 pAl'EllWEIGHTS ........................................................................................-...............10.00
R.CA RADIO..............................................................................................................d.......... 5.00
2 BOOK CASBS................................................................................................................40.00
3 PC GLASS BUPPBT SBT ............................................................................................... 20.00
PAPERWBIOHl' V .ASB..................................................................................._................10.00
OREHN GLASS VASB......................................................................................................10.00
ATLANTIS GLASS DECANI'Ell................................-....................................................20.00
GLASS BASnT............................................................................................................... 20.00
PAPERWBlOHl' ASH Tll.AY ............................................................................................ 10.00
GLASS BBAR - ELEPHANT ............................................................................................ 10.00
WBSTMOJELANDHEN aN NBST.................................................................................l0.oo
2 GREEN VASBS.............................................................................................................. 10.00
GLASS BASDT..................................................................................................,............ 10.00
ROYAL COULTON .TOHN BURLBYCOM TOBY prrCHBR........................................... 65.00
SNAlCE IllaN .....................................................................................................................5.00
ORECK SWll.t1t'l;lR ..................................................................................... ............. ......... 25.00
DIR.T D2Vn.. SWBBPBR......................................................................................................20.00
'wn-tNIB cooxm JAR. .........................................................................._....................""....50.00
WATT APPLE BOWL....................................................................................................... 40.00
FOLOmo RClC:KBll......,..uu.....................................................................u....u...uu.~.,.... 25.00
~C :rJB)<<S.......u.................................................................................................................10.00
SOFA BED ................................................_......................................................................35.00
BLUE CHAIR, LAMP TABU! ............................................................................................5.00
4 NORMAN ltDCKWBLL PLATES.................................................................................. 40.00
SO'S FLOOR LAM1' ..........................................................................................................10.00
WARRR.OOM
KITCHEN STOOL ..............................................................................................................5.00
lllmROOM
5 PC SPRAGUE CARLTON BEDROOM SET ................................................................ 450.00
9 'd
96~ 'ON
dnO~9 IN3W1S3ANI l~W
WW:v lOOl 'Ll '330
, . I ~
CEDAR CHEST ................................................................................................................ 75.00
MISCEU..ANEOtJS JEWELRy.........................................................................................20.00
MAPLE ARM CHAlR.........................................................................................................5.00
GARAGE
BLBCTROLUX SWEEPEll............................................................................................... 25.00
OAK BOOKSHIlLF..........................._.............................................................................. 20.00
TOOLS ..............................................................................................................................20.00
METAL CABINBT ........................................................................................__.................. 10.00
1991 BUICK CBNTUR.Y LIMITED, 46153 ML BLOB CLOTH 1NTElU0lL................. 3200.00
TOTAL........................................................................................................................ S7.Z55.oo
1, DO HEREBY CERTIFY 1bat I &a.. --.;"ed the _glble pcrsooal
1"00000of'Dcrothy'Rl~""lf,23 SlrawbmyDr. Catisle,PA
ADd do value IIld appraise the _ at $1255.00 all beiDa fI.i1lD81bt
Value ofBlid I'"~ ClIlIIhiI date April 5
Date IJ I ~J D 1. . Carl B. Ocbr
~ ApJniIer
L'd 969 'ON
dnOM9 lN3W1S3ANI l~W
WdL!:y ZOOZ'LI '~3a
... ~ ...
CARL E. OCKER
AUCTIONEER
4401 Philadelphia Avenue
Chambersburg. Pit 17201
(717) 264-6578
Pencmall'ropcfty Apptaisa( filr
OoIIlChy ~"'11
23 S1l.....blayDr
c.rllsle, PA
FRAMBD :/WII.ImLBWORK SAMPLER. 1842, MAY 4'lB HENRIETTA HBRMAN...~.... 650.00
TOTAL............................................................................_............................................ $650.00
1. DO HIOOmY CER.TIPY lhat I haw -'-' !be IaIlgible penOll81
JI' "1""11 ofD<<olhy B1IIl...Joard, 23 sn1ibcry Dr. c.ul1o, PA
And do w.lue IIIdappraised1e __ $650.00 IS being &Ir_~
VIIue ofsaldp-opertyOA I!I.ilI A~_ of F}1~_
DatIl JJ./ d 9~ CarlB. OeD ~
--=tt'"t AppraiM
8 'd 96S 'ON
dOOM9 lN3W1S3ANJ l~W
VlW:P lOOl'U 'J30
,
7 06 United States Estate (and Generation-Skipping Transfer)
Fo"" Tax Return
(Rev. August 2002) Estate 018 citizen Of resident 01 the United States (see separate instruclions).
Department of the Treasury To be filed lor decederrts dying after December 31,2001, and before January 1, 2003.
Internal Revenue Service For Paperwork Reducllon Act Notice, see the sa arate instructions.
18 Decedent's first name and middle initial (and maiden name, if any) 1b Decedent's last name
Doroth M. Blanchard
~
o
:; 3a
~
"
w
'"
c
..
'E
i
~
c
Legal residence (domicile) at time of death {county, state, and ZIP code, or foreign country 3b
Cumberland Pa. 17013
Year domicile estabtishtld
1962
6b Executor's address (number and sheet including apartment Of suite no. or
rural route; city, town, or post office; state; and ZIP code)
Stmt 1
1a Name and location nf court where will was probated or estate administered
Or hans Court of Cumberland Count
1ii 8 If decodenl died testate check here ~ [Xl and attach a certified co oflhe wi"
ll. 10 If Schedule R-l isattached check here ~ D
1 Total gross estate less exclusion (from Part 5, Recapitulation, page 3, item 12)
2 Total allowable deductions (from Part 5, Recapitulation, page 3, item 23) .
3 Taxable estate (sublraclline 2 from line 1)
4 Adjusted taxable gillS (totallaxable gifts (wtthin the meaning of seclion 2503) made by Ihe decedent aller
December 31, 1976, other than gifts thai are includible in decedent's gross estate (sechon 2001(b)))....
5 Add lines 3 and 4
6 Tentative tax on the amount on line 5 from Table A on page 4 of the instructions
7 Total gift lax payable wrth respect 10 gifts made by the decedenf after December 31, 1976. Include gift taxes by
Ihe decedent's spouse for such spouse's share of split gilts (section 2513) only dthe dece<lent was the donor of
these gifts and they are includible in the decedent's gross estate (see instructions)
8 Gross estate tax Isubtract iine 7 from line 6}
9 Maximum unified credit (applicable credit amount) against estate tax
10 Adjustmenl to undied credit (applicable credil amount). (This adjuslment
g may nolexceed $6,000. See page 5 oflhe inslructions.) .
! 11 Allowable unified credil (applicable credrt amount) (sublract line 10 from line 9) .
a 12 Sublractline 1 I from line 8 (but do not ente, less than Iero)
~ 13 Credil for slale death taxes (cannot exceed line 12). Attach credd evidence (see instruclions).
o
)( Fi9ure the credit by using the amount on line 3 less $60,000. See Table 8 in the instructions.
{!! Enter the amount here from Table B ~ 42 , 583 . 11 x.75 ~
N 14 Sublraclline13 from line 12
1:: 15 Credil for Federal gilt taxes on pre-1977 gifts (seclion 2012) (attach
~
compulalion)
16 Credilforforeign death taxes (from Schedule(s) Pl. (Attach
Form(s) 706-CE.) .
17 Credit fOl tax on prior transfers (from Schedule Q)
18 Total (add lines 15, f6, and 17)
19 Net estalelax (subtract line 18 from line 14)
20 Generation-skipping transfer taxes (from Schedule R, Part 2, line 10)
21 Total transfer taxes (add lines f9 and 20)
22 Prior payments. Explain in an attached statement
23 United States Treasury bonds redeemed in payment of estate tax
24 Total (add lines 22 and 23) .
25 Balance due or over a ment sublract line 24 from iine 21 33 298. 19
u~ penalti I per)U'Y, \ declare that I have examined this return, including accompanying schedules and statements, and to tM best of my knowledge and belief, it is true, correct, Wld
romplef.. D f'o, :;''''''2:1 tn. U~"to", b""" 0' ~I "to"".lIoo of wh'oh p"",""" h" MY "owled""
68 Name of executor (see page 3 of the instructions)
6e Executor's social security number (see page 3 oftl1e instructions)
4 Date of birth
03/28/1923
OMB No. 1545-0015
2 Oecedenrs Social Security No.
195-28-0085
5 Date of death
04/05/2002
..:
7b Case number
21-02-0452
If Form 4768 is attached check here ~ D
9
1
2
3
4
5
6
9
345,800.00
10
15
16
17
22
23
Sign ure(s) of executor(s) /
Smith Elliott Kearns & Company,
804 Wayne Avenue
Chambersburq, PA 17201
Address (and ZIP code)
ignature of preparer other t an executor
107011
08-20-02 lHA
1,209,031.06
49 920.04
1,159 111.02
1,159,111.02
411,035.52
411,035.52
345 800.00
65 235.52
31,937.33
33,298.19
33,298.19
33,298.19
Date
LL.~
/~-~--=-2-
Date
~ .
Form 706 (Rev. 8-02)
Estate of: Dorothy M. Blanchard
Part 3 - Elections by the Executor
Plea,e check the "Ye,. or "No. bOI for each question. (See In,lruction' beginning on page 6.)
1 00 you elect alternate valuation? .
2 00 you elect special use valuation? .
If .Yes: you must complet, and attach Schedul' A-I.
3 Do you elect to pay the taxes in installments as described in section 6166?
If .Ves" au must attach the additional information described on a e 9 of the instructions. 3
4 00 au erect to ost one the art of the taxes attributable to a reversiona or remainder interest as described in section 6163? 4 X
Part 4 - General Information tNote: Please attach the necessary suopfementa/ documents. You must attach the death terli1icate.) (See instr. on /Ja(Je 10.)
Authorization to receive confidential tax information under Regs. sec. 601.504(b)(2)(i); to act as the 'stat,'s represenlative before the IRS; and to make
written or oral presentations on behalf cltha estate if return pn~pared by an attorney, accountant, or enrolled agent for the executor
Name of representative (print or type) State Address (number, street, and room or suite no., city, state, and ZIP code)
804 Wayne Avenue
Ronald S. Kearns, Member of the F PA !:hambersburq, PA 17201
I declare that I am the D attorneyl !XJ certified public accountanU D enrolled agent (you must check the applicable box) forthe executor and prepared this
tor. I am not under suspension or disbarment from practice before the Internal Revenue SaNiea and am quali1\ed to practice in the state shown above.
CAF number Date Telephone number
2600-01867R /:z-z.d,~ 717 263-3910
Yes No
X
X
2
X
1 Death certificate number and issuing authority (attach a copy of the death certificate to this return).
P 8169613 Local Reqistrar
2 Decedent's business or occupation. If retired, check here.... 00 and state decedent's former business or occupation.
Librarian
3 Marital status of the decedent at time of death:
D Married
!XJ Widow or widower- Name, SSN,and date 01 death oldeceas'd spouse ~ SSN: 719-03-1569
Name: Alan J. Blanchard
DOD: 02/19/1994
D Single
D Legally separated
D Divorced - Date divorce decree became final ....
4a Surviving spouse's name
None
5 Individuals (other than the sUlViving spouse), trusts, or other estates who receive benefUs from the estate (do not include charitable beneficiaries shown in
4b Social security number
41: Amount received (see page , 0 of the instructions)
Schedule Q) {see instructionsl. For Privacv Act Notice (a[mlicable to individual beneficiaries onM, see the Instructions for Form 1040.
Name of individual, trust. or estate receiving $5,000 or more Identifying number Relationship to decedent Amount (see instructions)
Dana L. Blanchard 210-36-7784 Daughter 236,644.47
Dorothy M. Blanchard TUA
M&T Inv. Group, Trustee 25-6612963 Trust 800,766.97
All unascertainable beneficiaries and those who receive less than $5,000 ..
Tolal L037 411.44
Please check the "Yes" or IINo" box for each question. Yes No
6 Ooes the 9fOSS estate contain any section 2044 property (qualified terminable interest property (OTIP) from a prior gift or
estate) (see page 10 of the instructions)? . X
107012
08-20-02
(continued on next page)
Page 2
'Form706'(Rev. B-02) Estate of Dorothv M. Blanchard
Part 4 - General Information (continued)
Please check the "'Yes. oT '"No" bOllor each question.
7a Have Federal gift tax returns ever been filed?
If "Ves' lease attach co ias of the returns if available and furnish the followin information:
7b Period(s) covered 7, Intemal Revenue office(s) where filed
195-28-0085
Yes No
X
If you answer "Yes" to any of questions 8-16, you must attach additional information as described In thelnslrucllons.
8 a Was there an insurance on the decedent's life that is not included on the return as art of the TOSS estate? .
b Did the decedent own an insurance on the life of another that is not included in the ross estate?
9 Did the decedent at the time of death own any property as a joint tenant with right of survivorship in which la) one or more of the other joint
tenants was someone other than the decedent's spouse, and (b) less than the full value of the property is included on the return as part of the
ross estate? If 'Ves. au must com lete and attach Schedule E .
10 Did the decedent, at the time of death, own any interest in a partnership or unincorporated business or any stock in an inactive or closely held
cor oration?
11 Did the decedent make any transfer describ,d in seclion 2035, 2036, 2037, or 203B (see the instructions for Schedule G
be innin on a e 11 of the se arate instructions? If "Yes. au must com lete and attach Schedule G
12 Were there in existence at the time of the decedent's death:
a Any trusts created by the decedent during his or her lifetime?
b An trusts not created b the decedent under which the decedent assessed an ower beneficial interest or trusteeshi ?
13 Did the decedent ever possess, exercise, or release any eneral power of appointment? If .Ves," you must complete and attach Schedule H
14 Was the marital deduclion computed under the trans.ional rul, of Public Law 97-34, section 403(e)(3) (Economic Recovery Tax Act of 19B1)?
If .Ves," attach a separate computation of the marital deduction, enter the amount on item 20 of the Recapitulation, and note on item 20
.computation attached:
15 Was the decedent, immediately before death, receiving an annuity described in the "General" paragraph of the instructions for Schedule I?
If "Yes,. you must complete and attach Schedule I
16 Was the decedent ever the beneficiary of a trust for which a deduction was claimed by the estate of a pre-deceased spouse
under section 2056 b 7 and which is not re orted on this return? If "Yes" attach an ex lanation..
P rt5
X
X
X
X
X
X
X
a - Recaoitulation
Item
number Gross estate Alternate value Value at date of death
1 Schedule A - Real Estate 1 135.000.00 135,000.00
2 Schedule B - Stocks and Bonds 2 0.00 0.00
3 Schedule C - Mortgages, Notes, and Cash. 3 6,084.72 6,084.72
4 Schedule 0 -Insurance on the Decedent's L~e (attach Form(s) 712) 4 0.00 0.00
5 Schedule E - Jointly Owned Property (attach Form(s) 712 for I~e insurance) . 5 11,847.30 11.847.30
6 Schedule F - other Miscellaneous Property (attach Form(s) 712 lor l~e insurance) 6 842.056.87 1. 026,666.00
7 Schedule G - Transfers During Decedent's L~e (attach Form(s) 712 for I~e insurance) . 7 0.00 0.00
8 Schedule H - Powers of Appointment. 8 0.00 0.00
9 Schedule 1- Annuities 9 214.042.17 214.042.17
10 Total gross estate (add items 1 through 9). 10 1 209 031.06 1,393,640.19
11 Schedule U - Qualified Conservation Easement Exclusion 11
12 Total grass estate less exclusion (subtract item 11 from item 10). Enter here and
on line 1 of Part 2 - Tax Computation. 12 1,209,031.06 1,393,640.19
Item
number Deductions Amount
13 Schedule J - Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims ...... 13 48,652.26
14 Schedule K - Debls olthe Oeced,nt 14 617.78
15 Schedule K - Mortgages and Liens ...... 15
16 Total of items 13 through 15 16 49,270.04
17 Allowable amount of deductions from item 16 (see the instructions for item 17 of the Recapitulation) ...... 17 49,270.04
18 Schedule l- Net losses During Administration 18
19 Schedule l. Expenses Incurred in Administering Property Not SUbject to Claims _ ...... 19
20 Schedule M - Bequests, etc.. to Surviving Spouse 20
21 Schedule 0 - Charitable, Public, and Similar Gifts and Bequests 21 650.00
22 Schedule T - Qualified Family-Owned Business Interest Deduction 22
23 Total allowable deductions (add items 17 through 22). Enter here and on line 2 01 the Tax Computation 23 49.920.04
Page 3
107013
08-20-02
'Form 706 (Rev. 8-02)
Estate of: Dorothy M. Blanchard
SCHEDULE A - Real Estate
. For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.
. Real estate that is part of a sole propdetorship should be shown on Schedule F.
. Real estate that is included in the gross estate under section 2035, 2036, 2037, or 2038 should be shown on Schedule G.
. Real estate that is included in the gross estate under section 2041 should be shown on Schedule H.
. If you elect section 2032A valuation, you must complete Schedule A and Schedule A-1.
Item Alternate Value at date of death
number Description valuation date Alternate value
1 23 Strawberry Square
Carlisle, Pa, 17013
Sale Settlement Agreement Attached 10/05/02 135,000.00 135,000.00
Total from continuation schedules or additional sheets attached to this schedule.
TOTAL. (Also enter on Part 5, Recapitulation, page 3, at item 1.) 135.000.00 135 000.00
lit more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
See instructions.)
107021108-20-02
Schedule A - Page 4
> .
Form 706 (Rev. 8-02)
Estate of: Dorothy M. Blanchard
SCHEDULE B - Stocks and Bonds
Ilem Description Including face amount of bonds or number 01 shares and Unit value Alternate Value at dale of death
number par value where needed for identification. Give 9-digit CUSIP number. valuation date Alternate value
CUSIP number
1
Total from continuation schedules (or additional sheets) attached to this schedule
TOTAL. IAlso enter on Part 5 Recanilulalion oaoe 3 at item 2.' 0.00 0.00
(For jointly owned property that must be disclosed on Schedule E, see the instructions for Schedule E.)
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the S3me size.)
(The instructions to Schedule B are in the separate instructions.)
107041
08-20-02
Schedule B - Page 12
. .
Form 706 (Rev. 8-02)
E~a~m: Dorothy M. Blanchard
SCHEDULE C - Mortgages, Notes, and Cash
Item Alternate
number Description valuation date Alternate value Value at dale of death
1 M&T Bank
Demand Deposit Account #605778 10/05/02 6,084.37 6,084.37
Accrued interest on item 1 0.35 0.35
Total from continuation schedules {or additional sheets\ attached to this schedule
TOTAL. IAlso enler on Part 5 Recanoulalion nane 3 at item 3\ .. 6.084.72 6.084.72
(For jointly owned property that must be disclosed on Schedule E. see the instructions for Schedule E.)
lit more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
See instructions.)
107051/'08-20-02
Schedule C - Page 13
> .
Form 706 (Rev. 8-02\
Estate of: Dorothy M. Blanchard
SCHEDULE E - Jointly Owned Property
(If you elect section 2032A valuation, you must complete Schedule E and Schedule A-1.)
PART 1. - Qualified Joint Interests -Interests Held by the Oecedent and His or Her Spouse as the Only Joint Tenants (Section 2040(b)(2))
Item Description Alternate
number For securities, give CUSIP number. valuation date Alternate value Value at date of death
Total from continuation schedules loradditional sheets) altached 10 this schedUle
1a Totals . 11a
1b Amounts included in arQSS estate {one-had of line 1 a'_.. nnnn nnn.nnn 11b
PART 2. - All other Joint Interests
2 S t
a tate he nama and address of each survivina co-tenant. If there are mOTe than three survivina co-tenants list the additional co~tenants on an attached sheet.
Name Address (number and street, city, state, and ZIP code)
442 Walnut Bottom Road
A.Dana L. Blanchard Carlisle, Pa. 17013
B.
c.
Item Enter Description Percentage InCludible Includible value at
~~~e~~",,'t (including alternate valuation date if any)
number -ten n For securities; aive CUSIP number. includible alternate value date of death
1 A ~&T Bank
Isavings Account #15004200906236 100% 11,846.06 11,846.06
~ccrued interest on item 1 1.24 1.24
Total from continuation schedules (or additional sheets) attached to this schedule
2b Total other ioint interests 2b 11,847.30 11,847.30
3 Tolal includible lolnt Inter..ls (add lines 1b and 2b). Also enter on Part 5, Recapttulation,
nane 3 at ttem 5 . 3 11 847.30 11.847.30
llf more space IS needed, attach the continuation schedule from the end of this package or addItional sheets of the same sIze.)
See instructions.)
107071108-20-02
Schedule E - Page 17
, .
Farm 706 (Rev. 8-02)
Estate of: Dorothy M. Blanchard
SCHEDULE F - Other Miscellaneous Property Not Reportable Under Any Other Schedule
(For jointly owned property that must be d;sclosed on Schedule E. see the instroctions for Schedule E)
(If you elect section 2032A valuation. you must complete Schedule F and Schedule A-1.)
1 Diet the decedent at the time of death own any articles of artistic or cOllectible value in excess of $3,000 or any collections whose artistic or
collectible value combined al date of death exceed,d $10,OOO?
If "Yes. submit full details on this schedule and attach a Taisals.
2 Has the decedent's estate, spouse, or any other person, received (or will receive) any bonus or award as a result of the decedent's employment
or dealh? .
If "Yes . submit full details an this schedule.
3 Did the decedent at the time of death have, or have access to, a safe deposit box?
If .Yes,' state location, and if held in joint names of decedent and another, state name and relationship of joint depositor.
Yes No
X
X
X
If any of the contents of the safe deposit box are omitted from the schedules in this return, explain fully why omitted.
Item Description
number For securities, give CUSIP number.
1 orothy M. Blanchard tlula
25-6612963
&T Investment Group, Trustee
aluation Schedules Attached for
ecurities
Attemate
valuation date
Artemata value
Value at date of death
3
10/05/02
647,524.83
832,133.96
interest on item 1
3,171.10
3,171.10
2 orothy M. Blanchard tlula
25-6612963
&T Investment Group, Trustee
ash Balance
10105/02
177,048.53
177,048.53
Investment Club
10105/02
4,698.00
4,698.00
4 ersonal Property
ee Appraisal Attached
5 ramed Needlepoint Sampler
ppraisal Attached
10/05/02
7,255.00
7,255.00
10/05/02
650.00
650.00
6 lene Lewis Dykes
rorated real estate taxes and
assessments on sale of real
roperty
10/05/02
1,297.32
1,297.32
7 Sentinel Newspaper-Subscription
efund
10/05/02
32.91
32.91
8 arlisle Cha ter AARP-Tri
Total from continuation schedules or additional sheets attached to this schedule
379.18
379.18
TOTAL. AlSO enteron PartS Reca dulatian a e3 at d,m 6. 842 056.87 1 026 666.00
(If more space;s needed, attach the continuation schedule from the end of this package or additional sheets of the same size.) Schedule F - Page 19
(See instructions.)
107081/08-20-02
,
Estate of: Dorothy M. Blanchard
CONTINUATION SCHEDULE
Continuation of Schedule
F
Item Alternate
number Description valuation date Alternate value Value at date of death
:ancellation refund 10/05/02 142.00 142.00
9 iUffiP-Dues refund 10/05/02 19.99 19.99
10 :omcast Cable-Refund 10/05/02 37.54 37.54
11 :arlisle Regional Medical
:enter-Refund 10/05/02 100.00 100.00
13 Reader's Digest-Subscription
Refund 10/05/02 4.65 4.65
14 Carlisle Swim Club-Membership
refund 10/05/02 75.00 75.00
TOTAL. (Carry forward to main schedule,) 379.18 379.18
(Enter letter of schedule you are continuing.)
105031
07-'8-01
, .
Form 7061Rev. 8-021
Estate of: Dorothy M. Blanchard
SCHEDULE I - Annuities
Nole: General no exclusion is allowed for the estates of decedents in after December 31 1984 see 14 of the instructions.
A Are you excluding trom the decedent's gross estate the value of a lump-sum distribution described in section 2039(f)(2)
(as in effect before its repeal by the Oeficn Reduction Act of 1984)?
If "Yes. ou must attach the information re uired b the instructions.
Item Description Alternate Includible Includible
number Show the entire value of the annuity before any exclusions. valuation date alternate value value at date 01 death
1 ationwide Life Insurance Company
olicy # 18142005
wner-Dorothy M. Blanchard
eneficiary-Dana L.
lanchard(Daughter) 10/05/02 171,038.91 171,038.91
3 ackson National Life Insurance
ompany
olicy #009020603A
wner-Dorothy M. Blanchard
eneficiary-Dana L.
lanchard(Daughter)
10/05/02
18,423.18
18,423.18
2 ackson National Life Insurance
ompany
olicy #009020556A
wner-Dorothy M. Blanchard
eneficiary-Dana L.
lanchard(Daughter)
10/05/02
24,580.08
24,580.08
Total from continuation schedules or additional sheets attached to this schedule.
TOTAL Also enter on Part 5 Reca itulation a e 3 at nem 9. 214 042. 17 214 042. 17
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
Schedule I - Page 22 (The instructions to Schedule' are in the separate instructions.)
107101
08-20-02
. .
Form 706 (Rev. 8-02)
Estate of: Dorothy M. Blanchard
SCHEDULE J - Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims
Note: Do not Hst on this schedule expenses of administering property not subject to claims. For those expenses, see the instructions for Schedule L.
If executors' commissions, attorney fees, etc., are claimed and allowed as a deduction tor estate tax purposes, they are not allowable as a deduction in
computing the taxable income aftha estate for Federal income tax purposes. They are allowable as an income tax deduction on Form 1041 it a waiver is filed
to waive the deduction on Form 706 (see the Form 1041 instructions).
Item
number
Description
A. Funeral expenses:
See Statement 2
Expense amount
T ol.l.moun!
10.405.60
Total funeral expenses ....
B. Administration expenses:
1 Executors' commissions - .mount~ilagreed upon/~iK(Strike oulthe words th.tdo not .pply.)S.tIllt. .3
12.800.00
2 Attomey fees - .mount~ilagreed upon~iK(Strike oulthe words th.t do not .pply.) . .. .St.IIIt .4.
3.200.00
3 Accountanttees - .mountwfilli~.greed upon/~ilI-IStrike out the words that do not apply.) H.. ..StIllt. 5.
\,.... ~ Miscellaneous expenses:
5 ~egister of wills of Cumberland County-
jprobate fees
6 !Register of wills of Cumberland
~ounty-probate fees
7 ~xpense of sale of real property
8 Sentinel-Executor notice publication
9 ~umberland County law journal-Executor notice
publication
10 jpP&L-utilities
11 ~iversified Appraisal service-Appraisal of
Ireal property
12 ~arl Ocker-Appraisal of personal property
13 Zeiglers Storage & Transfer Inc.
14 Beacon Insurance Company-Homeowners InsurancE
15 ~outh Middleton Twp. Municipal
~uthoritY-Water&sewer
Total miscellaneous expenses from continuation schedules (or additional sheets) attached
to this schedule
Total miscellaneous exnenses
6.450.00
Expense amount
630.00
273.00
9.763.54
103.55
75.00
39.53
250.00
100.00
299.42
219.00
99.00
3.944.62
..
15.796.66
TOTAL. 'Also enler on Part 5 Recanttul.lion nane 3 .tttem 13.\ .
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size.)
(See instructions.)
107111108-20-02
..
48.652.26
Schedule J - Page 23
Estate of: Dorothy M. Blanchard
CONTINUATION SCHEDULE
Continuation of Schedule J, Miscellaneous
(Enter letter of schedule you are continuing.)
Item
number
16
Description
17
ollenbergers Messenger Service-Replace auto
itle
p&L-Electricity
18
ne Beacon-Auto Insurance
19
ave Sheibly Trash Removal-Removal of Debris
20
hevlins Maintenance Service, Inc.-cleaning
nd Shampooing carpet
21
print-Phone
22
p&L-Electric
23
24 uburban Cable-Cable
25 trawberry Court-Condo association fee
26
27 uburban Cable-Cable
28 trawberry Court-Condo association fee
29
30 trawberry Court-Condo association fee
31 trawberry Court-Condo association fee
32 udy A. campbell,Tax Collector-School Real
state taxes
33 udy A. Campbell, Tax Collector-Local Real
state taxes
34
35 trawberry Court-Condo association fees
36 P&L-Electric
37 outh Middleton Twp. Municipal
uthority-water&Sewer
TOTAl. (Carry forward to main schedule.) .
105091
07-18-01
Expense amount
36.50
40.72
48.00
225.00
265.00
21.49
86.21
44.96
37.54
154.00
6.66
37.54
154.00
53.44
154.00
154.00
1,600.68
376.33
22.07
154.00
56.56
99.00
3,827.70
Estate of: Dorothy M. Blanchard
CONTINUATION SCHEDULE
Continuation of Schedule J, Miscellaneous
(Enter tetter of schedule you are continuing.)
Item
number Description Expense amount
38 PP&L Electric 73.82
39 Sprint-Phone 21.55
40 Sprint-Phone 21.55
TOTAL. (Carry forward to main schedule.) . 116.92
105091
07-18-01
, .
form 706 IRev. 8-02\
Estate of: Dorothy M. Blanchard
SCHEDULE K - Debts of the Decedent, and Mortgages and Liens
Item Debts of the Decedent - Creditor and nature of claim. Amount claimed as
number and allowable death taxes Amount unpaid to date Amount in contest a deduction
1 DF&L-Electric 56.05
2 ~entral Pa. HEMA & Med ONC
~ssoc PC-Medical expense 15.00
3 ~arlisle Regional Medical
Center-Medical 126.89
4 ~arlisle Regional Medical
~enter-Medical 173.06
5 k:arlisle Regional Medical
~enter-Medical 100.00
6 ~ronstein Jeffries Pa-Medical 21.37
7 ~asland Assoc, Inc.-Medical 113.93
8 Central Penn Medical
GrouD-Medical 5.74
Total from continuation schedules (OT ac:Jditional sheets' attached to this schedule _.. 5.74
TOTAL. /Also enter on Part 5 Raeanitulation oaoe 3 at ~em 14.\ .. 617.78
Item
number Mortgages and Liens - Description Amount
Total from continuation schedules (or additional sheets\ attached to this schedule
TOTAL./Also enter on Part 5 Recan~ulation nane 3 at ~em 15.\
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets oftha same size.)
(The instructions to Schedule K are in the separate instructions.)
107121
08-20-02
Schedule K - Page 25
.
Esm~m: Dorothy M. Blanchard
CONTINUATION SCHEDULE
Continuation of Schedule K, Debts of Decedent
(Enter letter 01 schedule you are continuing.)
Item Debts of the Decedent - Creditor and nature 01 claim, Amount claimed as
number and allowable death taxes Amount unpaid to date Amount in contest a deduction
9 :entral Penn Medical
:;roup-Medical 5.74
TOTAL. (Carry forward to main schedule.) 5.74
105111 07-18-01
" .
Form 706 (Rev. 8-(2)
Estate of: Dorothy M. Blanchard
SCHEDULE 0 - Charitable, Public, and Similar Gifts and Bequests
1 a If the transfer was made by will, has any action been instituted to have interpreted or to cantast the will Qr any at its provisions
affecting the Charitable deductions claimed in this schedule?
If "Yes. full details must be submitted with this schedule.
b According to the information and belief of the person or persons filing this return, is any such action planned?
n 'Yes . full details must be submitted with this schedule.
2 Did any property pass to charity as the result of a qualified disclaimer? ..
If 'Yes. attach a co of the written disclaimer ra uired b section 2518 b .
Item
number
Name and address of beneficiary
Character of institution
1 umber land County
istorical Society
1 North pitt Street
arlisle, Pa. 17013
23-1522656
Total from continuation schedules or additional sheets attached to this schedule.
3 Tot.,
4a Federal estate tax payable out of property interests listed atlove .
40
b Other death taxes payable out of property interests listed above .
4b
, F,deral.nd st.te GST t.xes payable out of property interests listed .bove
4'
d Add items 4a, b, and c .
5 Net value of ro e interests listed above subtract 4d from 3 . Also enter on Part 5 Reca itulation a e 3 at item 21
(If more space is needed, attach the continuation schedule from the end of this package or additional sheets of the same size_)
(The Instructions to Schedule 0 are in the separate instructions.)
107151
08-20-02
4d
Yes No
x
x
x
Amount
650.00
650.00
5 650.00
Schedule 0 - Page 31
.. .
Form 706 (Rev.8-Q21 Estate of Dorothy M. Blanchard 195-28-0085
SCHEDULE R - Generation-Skipping Transfer Tax
Note: To avoid application of the deemed allocation rules, Form 706 and Schedule R should be filed to allocate the GST exemption to tltJsts that may
later have taxable terminations or distributions under section 2612 even if the form is not required to be filed to report estate or GST tax.
The GST tax ;s imposed on taxable transfers of interests in property located outside the United States as well as property located inside the
United States.
See instructions beginning on age 20.
Part 1 - GST Exemption Reconciliation (Section 2631) and Section 2652(a)(3) (Special QTIP) Election
You no longer need to check a box to make a section 2652(a)(3) (special QTIP) election. If you list qualifying property in Part 1,
line 9. below, you will be considered to have made this election. See page 22 of the separate instructions for details.
1 Maximum allowable GST exemption 1,100,000.00
2 Total GST exemption allocated by the decedent against decedent's lifetime transfers . 2
3 Total GST exemption allocated by the executor, using Form 709, against decedent's lifetime transfers 3
4 GST exemption allocated on line 6 of Schedule R, Part 2 4
5 GST exemption allocated on line 6 ot Schedule R, Part 3 5
6 Tolal GST exemption allocated on line 4 of Schedule(s) 11-1 6
7 Total GST exemption allocated 10 inlelVivos transfers and direct skips (add lines 2-6) 7
8 GST exemption available to allocate to trusts and section 2032A interests (subtract line 7 from line 1) 1,100,000.00
9 Allocation of GST exemption 10 trusls (as defined for GSTtax purposes):
A
B
C
GST exemption allocated
on lines 2--6, above (see
instructions)
o
Additional GST
exemption allocated
(see instructions)
224,110.65
E
Trust's inclusion ratio
(optional- see
instructions)
Name of trust
Trust's EIN
(it any)
25-6612963
Dorothy Blanchardtu
9D Total. May not exceed line 8, above
90
224 110.65
1 Q GST exemption allocated to section 2032A interests received by individual beneficiaries
subtract line 90 from line 8 . You must attach special use allocation schedule see instructions
(The instructions to Schedule R are in the separate instructions.)
10 875 889.35
Schedule R - Page 33
107171
08-20.02
.
. .
Form 706 (Rev. 6-02)
Estate of: Dorothy M. Blanchard
Part 2 - Direct Skips Where the Property Interests Transferred Bear the GST Tax on the Direct Skips
Name of skip person
Description of property interest transfe rred
1 Total estate tax values of all property interests listed aaove _
2 Estate taxes, state death taxes, and other charges borne by the property interests listed above
3 GST taxes borne by the property interests listed above but imposed on direct skips other than those shown on
this Part 2 (see instructions)
4 Total fixed taxes and other charges (add lines 2 and 3)
5 Total tentative maximum direct skips (subtract line 4 from line 1)
6 GST exemption allocated
7 Subtract line 6 from line 5
8 GST tax due (divide iine 7 by 3.0)
9 Enter the amount from line 8 of Schedule R, Part 3
10 Tolal GSTtaxes payable by the estate (add lines 8 and 9). Enter here and on iine 20 01
Part 2 - Tax Computation, on page 1
Schedule R - Page 34
107172
08-20-02
10
Estate tax value
1
2
3
4
5
6
7
6
g
0.00
0.00
0.00
0.00
.
.. .
Form 706 (Rev. 8-02)
Estate of: Dorothy M. Blanchard
Part 3 - Direct Skips Where the Property Interests Transferred Do Not Bear the GSTTax on the Direct Skips
Name of skip person
Description of property inta rest transferred
1 Total estate tax values of all property interests listed above
2 Estate taxes, state death taxes, and other charges borne by the property interests listed above
3 GST taxes borne by the property interests listed above but imposed on direct skips otl1ertl1an those shown
on this Part 3 (see instructions) .__".
4 Total fixed taxes and other charges (add lines 2 and 3)
5 Total tentative maximum direct Skips (subtract line 4 from line 1)
6 GST exemption allocated
7 Subtract line 6 from line 5
8 GST tax due (mu~iply line 7 by .50). Enter here and on Schedule R, Part 2, "ne 9
107173
08-20-02
Estate tax value
1
2
3
4
5
6
7
0.00
8 0 .00
Schedule R - Page 35
~drot~y M. Blanchard
195-28-0085
Form 706
Executors
Statement
1
M&T Trust Company M&T Investment Gr
1415 Ritner Highway, PO Box 220
Carlisle, Pa. 17013
256-24-3516
Paul Steckel
2625 Scouthouse Road
Slatington, Pa. 18080
210-36-1446
Form 706
Funeral Expenses
Statement
2
Item
No Description
Amount
1 Ewing Bros Funeral Home
Funeral expense
9,305.60
2 Harding Fox Funeral Home
Gravestone
1,100.00
Total to Form 706, Schedule J, Part A
10,405.60
Form 706
Schedule J, Executor Commissions
Statement
3
Description
Estimated/
Agreed upon/
Paid
Amount
Paul Steckel, Co-Executor
2625 Scouthouse Road
Slatington, Pa. 18080
Agreed upon
6,400.00
M&T Investment Group
1415 Ritner Highway
Carlisle, Pa. 17013
Agreed upon
6,400.00
Total to Form 706, Schedule J, section B, line 1
12,800.00
Statement(s) 1, 2, 3
~
.
~rot~y M. Blanchard
195-28-0085
Form 706
Schedule J, Attorney Fees
Statement
4
Description
Frey & Tiley
Attorneys at Law
5 South Hanover Street
Carlisle, Pa. 17013
Total to Form 706, Schedule J, section B, line 2
Estimated/
Agreed Upon/
Paid
Agreed upon
Amount
3,200.00
3,200.00
Form 706
Schedule J, Accountant Fees
Statement
5
Description
Smith Elliott Kearns & Company, LLC
804 wayne Avenue
Chambersburg, Pa. 17201
Total to Form 706, Schedule J, section B, line 3
Estimated/
Agreed upon/
Paid
Agreed upon
Amount
6,450.00
6,450.00
Statement(s) 4, 5
i
'- '
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-02-0452
ESTATE OF DOROTHY M. BLANCHARD, DECEASED
FIRST AND FINAL ACCOUNT OF
Manufacturers and Traders Trust Co. and Paul Steckel, Co-Executors
Date of Death:
April 5, 2002
Date of Executor's Appointment:
May 8, 2002
Accounting for the Period:
May 8, 2002 to
November 30, 2.003
Purpose of Account: Manufacturers and Traders Trust Co. and Paul Steckel, Co-
Executors, offer this account to acquaint interested parties with the
transactions that have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
David C. Gority, Trust Officer
Manufacturers and Traders Trust Co.
One West High Street
Carlisle, PA 17013
717/240-4505
GROSS ESTATE
(Principal Receipts + Income Receipts)
286,807.25
SUMMARY OF ACCOUNT
Estate of Dorothy M. Blanchard, Deceased
For Period of 05/08/2002 through 11/30/2003
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts:
Page
Current
Value
19
Fiduciary
Acquisition
Value
107,771.49 107,771.49
Per Inventory Filed 1-3
Subseq Prn Receipts
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
Family Exemption
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings 13
INCOME
Receipts:
This Account
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
4
5
6
6-9
9
9-11
639.27
10,814.80
16,218.06
122,805.58
20,570.00
0.00
11
12
14-15
16
17
283,442.65
1,981.11
0.00
285,423.76
171 , 047 . 71
114,376.05
7,905.00
106,471. 05
1,383.49
0.00
1,383.49
83.05
1,300.44
0.00
1,300.44
107,771.49
SCHEDULE A
RECEIPTS OF PRINCIPAL
CASH:
05/09/02
Carlisle Chapter AARP - Refund
for 4/10/02 trip
06/06/02
Carlisle Chapter AARP -
Membership refund
06/27/02
Carlisle Regional Medical
Center - Refund
07/22/02
Carlisle Swim Club - Refund of
membership
06/27/02
05/08/02
Comcast Cable - Refund
Dorothy M. Blanchard Trust
#411129604 - Advance to estate
07/03/02
Dorothy M. Blanchard Trust
#411129604 - Transfer for
expenses
08/14/02
M&T Bank Checking Acct.
#605778 - Interest after date
of death
08/14/02
M&T Bank Checking Acct.
#605778 - Date of death
balance less disbursements
plus interest
06/20/02
Miscellaneous Receipt -
Proceeds from women's
investment club acount @ date
of death
10/01/02
Miscellaneous Receipt -
Proceeds from sale of personal
property - Kenny's Auction
-1-
142.00
19.99
100.00
75.00
37.54
25,000.00
100,000.00
5.42
6,084.37
4,698.00
4,337.77
Fiduciary
Acquisition
Value
.
07/22/02 Reader's Digest - Subscription 4.65
refund
05/09/02 The Sentinel - Refund for 32.91
newspaper subscription
--------------
140,537.65
PERSONAL PROPERTY:
-----------------
06/13/02 Framed Needlepoint Sampler 650.00
06/13/02 Personal Property 7,255.00
--------------
7,905.00
REAL ESTATE/PA:
--------------
06/13/02 Improved Property @ 23 135,000.00
Strawberry Dr.
--------------
135,000.00
SUBSEQUENT PRINCIPAL RECEIPTS:
05/07/03
Medco Mail Prescriptions -
Refund of credit balance
25.12
10/22/02
Miscellaneous Receipt -
Reimbursement for school taxes
re sale of 23 Strawberry Dr.
1,141.40
10/22/02
Miscellaneous Receipt -
Reimbursement for PMI Assoc.
fee re sale of 23 Strawberry
Dr.
74.55
10/22/02
Miscellaneous Receipt -
Reimbursement for county taxes
re sale of 23 Strawberry Dr.
81.37
-2-
01/13/03
Miscellaneous Receipt -
Insurance co-pay for ambulance
services 3/15/02 for Dana
01/14/03
Miscellaneous Receipt - Refund
of unused premium for
homeowner's insurance
03/25/03
Miscellaneous Receipt - Refund
of unused premium for auto
insurance
09/30/03
Miscellaneous Receipt - Ohio
Nat'l payment due Dorothy
prior to death
12/23/02
PPL Utilities - Refund of
electric expense
12/09/02
Sprint - Refund of credit
balance after cancelled
service
156.30
123.00
256.00
18.40
92.00
12.97
TOTAL RECEIPTS OF PRINCIPAL...............
-3-
1 , 981.11
285,423.76
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain
10/22/02
Improved Property @ 23
Strawberry Dr.
Net Proceeds
Fid. Acq. Value
135,000.00
135,000.00
0.00
TOTAL GAINS AND LOSSES/PRINCIPAL...........
0.00
LESS LOSS.............................
0.00
NET GAIN OR LOSS...........................
0.00
-4-
Loss
0.00
05/10/02
05/10/02
05/13/02
05/17/02
05/17/02
OS/24/02
OS/29/02
06/17/02
07/29/02
08/13/02
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
SCHEDULE C-1
DEBTS OF DECEDENT
Carlisle Regional Medical
Center - Medical expense
126.89
Central PA HEMA & MED ONC
Assoc., PC - Medical expense
15.00
PPL Utilities - Electric
expense
56.05
Carlisle Regional Medical
Center - Medical expense
173.06
Carlisle Regional Medical
Center - Medical expense
100.00
Bronstein Jeffries, PA -
Medical expense
21. 37
Masland Associates, Inc. -
Medical expense
113.93
Centrla Penn Medical Group -
Medical expense
5.74
Centrla Penn Medical Group -
Medical expense
5.74
Sprint - Telephone service
21.49
TOTAL DEBTS OF DECEDENT.............................
-5-
639.27
05/09/02
OS/22/02
05/02/03
05/08/02
05/13/02
06/04/02
06/04/02
06/10/02
06/11/02
06/21/02
07/03/02
07/09/02
SCHEDULE C-2
FUNERAL EXPENSES
Ewing Brothers Funeral Home -
Funeral expense
Harding-Fox Funeral Home -
Gravestone
Westminster Cemetery -
Foundations for foot stones
for Dana & Dorothy Blanchard
9,305.60
1,100.00
409.20
TOTAL FUNERAL EXPENSES..............................
SCHEDULE C-3
ADMINISTRATION EXPENSES
Register of Wills - Probate
costs
Cumberland Law Journal -
Advertising of executor's
notice
PPL Utilities - Electric
expense
The Sentinel - Advertising
executor's notice
Diversified Appraisal
Services - Fee for real
estate appraisal
Carl E. Ocker - Fee for
personal property appraisal
Zeigler's Storage & Transfer,
Inc. - Estate expense
One Beacon Insurance -
Coverage for 23 Strawberry
Dr., Carlisle
South Middleton Twp. Munic.
Auth. - Water/sewer expense
-6-
273.00
75.00
39.53
103.55
250.00
100.00
299.42
219.00
99.00
10,814.80
07/10/02
07/15/02
07/16/02
08/05/02
08/12/02
08/13/02
08/14/02
08/14/02
08/14/02
08/14/02
08/14/02
08/14/02
08/14/02
Sollenberger's Messenger
Service - Replacement car
title
36.50
PPL Utilities - Electric
expense
40.72
One Beacon Insurance -
Premium for auto policy
48.00
Dave Sheibly Trash Removal -
Removal of debris from 23
Strawberry Dr.
225.00
Shevlin's Maintenance
Service, Inc. - Cleaning &
shampoo carpet
265.00
PPL Utilities - Electric
expense
86.21
M&T Bank Checking Acct.
#605778 - Interest
adjustment after date of
death
0.39
Sprint - Automatic deduction
from checking acct. after
date of death
6.66
Sprint - Automatic deduction
from checking acct.
44.96
Sprint - Automatic deduction
from checking acct. after
date of death
53.44
Strawberry Court -
Association fee from checking
acct. after date of death
154.00
Strawberry Court -
Association fee from checking
acct. after date of death
154.00
Strawberry Court -
Association fee from checking
acct. after date of death
154.00
-7-
08/14/02
08/14/02
08/16/02
08/23/02
08/23/02
09/04/02
09/05/02
09/25/02
10/04/02
10/09/02
10/15/02
10/22/02
11/04/02
01/03/03
01/07/03
Suburban Cable - Automatic
deduction from checking acct.
37.54
Suburban Cable - Automatic
deduction from checking acct.
after date of death
37.54
Property Management, Inc. -
August Strawberry Court condo
assoc. fee
154.00
Judy A. Campbell, Tax
Collector - Real estate
local taxes
376.33
Judy A. Campbell, Tax
Collector - Real estate
school taxes
1,600.68
Sprint - Telephone expense
22.07
Property Management, Inc. -
September Strawberry Court
condo assoc. fee
154.00
PPL Utilities - Electric
expense
56.56
South Middleton Twp. Munic.
Auth. - Water/sewer expense
99.00
PPL Utilities - Electric
expense
73.82
Sprint - Telephone expense
21.55
O'Brien, Baric and Scherer -
Settlement charges re sale of
23 Strawberry Dr.
9,763.54
Sprint - Telephone expense
21.55
Register of Wills - Fee to
file inheritance tax
15.00
Arlene Dykes - Replacement
cost for garage door openers
57.50
-8-
11/30/03
07/05/02
01/03/03
01/03/03
04/14/03
08/11/03
08/11/03
01/13/03
01/30/03
05/12/03
RESERVE - For miscellaneous
administrative expenses
1,000.00
TOTAL ADMINISTRATION EXPENSES.......................
SCHEDULE C-4
FEDERAL AND STATE TAXES
Register of Wills -
Estimated inheritance tax
payment
82,000.00
Register of Wills - Balance
of inheritance tax
6,401. 39
United States Treasury -
Estate tax due
33,298.19
United States Treasury -
2002 personal income tax form
1040
1,033.00
Pennsylvania Department of
Revenue - 4/03 fiduciary
income tax
27.00
United States Treasury -
4/03 fiduciary income tax
46.00
TOTAL FEDERAL AND STATE TAXES.......................
SCHEDULE C-5
FEES AND COMMISSIONS
Smith, Elliott, Kearns & Co.
Preparation of PA
inheritance & fed. estate tax
returns
4,350.00
Paul Steckel - Partial
co-executor's fee
3,000.00
Smith, Elliott, Kearns & Co.
Preparation of 2002
personal taxes
220.00
-9-
16,218.06
122,805.58
11/30/03
11/30/03
11/30/03
Manufacturers & Traders Trust
Co. - Co-executor's fee - TO
BE PAID
6,400.00
Paul Steckel - Co-executor's
fee - TO BE PAID
3,400.00
Robert M. Fry, Esq. -
Balance of attorney's fee -
TO BE PAID
3,200.00
TOTAL FEES AND COMMISSIONS..........................
TOTAL DISBURSEMENTS OF PRINCIPAL....................
-10-
20,570.00
171 ,047.71
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
06/20/02
Framed Needlepoint Sampler
Personal Property
06/20/02
Framed Needlepoint Sampler -
Delivered to Cumberland County
Historical Society
Personal Property - Delivered
to Dana Blanchard
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
-11-
650.00
7,255.00
7,905.00
PRINCIPAL BALANCE ON HAND
Current Value
# Units Description
or as Noted
Fiduciary
Acquisition
Value
MTB Prime Money Market
106,471.05
106,471.05
106,471.05 106,471.05
=============== ===============
-12-
SCHEDULE F
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
Framed Needlepoint Sampler
06/13/02
06/20/02
inventoried
distributed
650.00
(650.00)
0.00
Improved Property @ 23 Strawberry
Dr.
06/13/02
10/22/02
inventoried
sold
135,000.00
(135,000.00)
0.00
Personal Property
06/13/02
06/20/02
inventoried
distributed
7,255.00
(7,255.00)
0.00
-13-
SCHEDULE G
RECEIPTS OF INCOME
SCHEDULE G-2
INTEREST
MTB Prime Money Market
09/02/03
09/02/03
10/01/03
10/01/03
11/03/03
11/03/03
0.34
39.76
0.65
68.91
0.64
67.16
Vision Institutional Prime Money Market
06/03/02
07/01/02
08/01/02
09/03/02
10/01/02
10/23/02
10/23/02
12/02/02
12/02/02
01/02/03
01/02/03
02/03/03
02/03/03
03/03/03
03/03/03
04/01/03
04/01/03
05/01/03
05/01/03
06/02/03
06/02/03
07/01/03
07/01/03
08/01/03
08/01/03
09/02/03
09/02/03
13.67
18.19
48.17
44.69
43.15
96.65
0.30
0.30
163.30
0.31
146.49
0.32
106.30
0.53
88.26
93.16
0.62
0.60
87.59
0.62
82.16
0.60
73.67
0.62
63.99
31. 49
0.28
TOTAL INTEREST INCOME.....................
-14-
177 . 46
1,206.03
1,383.49
11/17/03
SCHEDULE I
DISBURSEMENTS OF INCOME
Income Commission -
Manufacturers & Traders Trust
Co. - 6/17/02-11/17/03
83.05
TOTAL DISBURSEMENTS OF INCOME..................
83.05
-16-
if Units
Description
INCOME BALANCE ON HAND
MTB Prime Money Market
Current Value
or as Noted
1,300.44
Fiduciary
Acquisition
Value
1,300.44 1,300.44
1,300.44
=============== ===============
-17-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
David C. Garity, Trust Officer, Manufacturers and Traders Trust Company, and Paul Steckel, being duly
sworn, depose and say that the foregoing Account, both as to the items of charge and discharge, are just and true
to the best of their knowledge and belief.
MANUFACTURERS AND TRADERS TRUST CO., CO-EXECUTOR
DOROTHY M. BLANCHARD ESTATE
Iltud t'-~
Day'id C. Garity, Tru~ Offic r
PAUL STECKEL, CO-EXECUTOR
DOROTHY M. BLANCHARD ESTATE
~~
Paul Steckel
/-23-2L>C>'I
-18-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF DOROTHY M. BLANCHARD, LATE OF SOUTH MIDDLETON TOWNSHIP
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per First and Final Account
filed January 30, 2004
$107,771.49
Distribution
Manufacturers & Traders Company, Trustee For
Trust Under Agreement Dorothy M. Blanchard
Principal Cash
Income Cash
106,471.05
1,300.44
107,771.49
$107,771.49
-19-
,
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
Dorothy M. Blanchard, Late of South Middleton Township, Curl).berland County, Pennsylvania.
~
D
L4!!A~.k/
Paul Steckel
/-~ 1-.2&)'r
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
David C. Gority, being duly sworn according to law, deposes and says that he is a Trust Officer
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.
D
Sworn to ~d Subscribed before me
this ~ day of January 2004.
~ Z'. K~
N ry Public
Notarial Seal i
Gwendolyn E. Killian, Notary Public I
Carlisle Boro, Cumberland County
My Commission Expires Nov. 22. ;!004 ,
__.J
Member, PennSvlV2f118 Assoclailon 01 Notaries
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
Paul Steckel, being duly sworn according to law, deposes and says that
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.
~~~ /-?_"'-~1:)9'
Paul Steckel
Sworn to and Subscribed before me
~nuarY 2004.
~
Notary Pu ic --
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Ruthi D. Stanley, Notary Public
Slatington Boro, Lehigh County
My Commission Expires Sept. 11, 2007
Member. Pennsylvanra Association Of Notaries
-20-
.'
RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
BLANCHARD DOROTHY M
Estate File No. :
Paid By Remarks:
2002-00452
MW
Fee/Tax Description
FRST/FNL ACCT&DIST
ADVERTISING
Check# 758416
Total Received.........
Receipt Date:
Rece~pt Time:
Recelpt No. :
3/09/2004
14:57:41
1035864
Receipt Distribution ------------------------
Payment Amount Payee Name
98.00
60.00
----------------
$158.00
$158.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
$- moV-W bOM O/crvoJ
;Ge of
Wills
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
REY-15' EX AFP 101-021
"04 FEB 20 All :20
RONALD S KEARNS
SMITH ET~
804 WAYN ~.AV~.. . ~A.Jurt
CHAMBERS OW~'1Lb, 'dlP1 ~J>z.oPA
02-16-2004
BLANCHARD
04-05-2002
21 02-0452
CUMBERLAND
202
DOROTHY M
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .......
REV=736-EX--A'FP--Coi:-02r----.-.-NOficE-OF--iETERMiifA'fiON-Ai.fi-ASSESSMENy----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF BLANCHARD
DOROTHY
M FILE NO.21 02-0452
ACN 202
DATE 02-16-2004
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
31,937.33
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
88,401.39
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
88,401. 39
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
JRD/June 30, ! 992/17858
In Re: Estate of Dorothy M. Blanchard
Late of South Middleton Township
Estate No.: 21-2002-0452
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-02-0452
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Manufacturers & Traders Trust Company
Counsel for Personal Representative:
Date of Decedent's Death: 04-05-2002
Date of Delinquency Notice: 03-25-2004
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on 03-25,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 04-30-2004
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A heahng is scheduled ~ at in Cou~room No. 3. If the Status Repo~ is filed
prior to the he~ng date, the he~ng willautomatically~~.~be c ~
G&r~/H~ffe[ P.J. ~
12433405072004
ROW621
Cumberland County
File No 2002-00452
Decedent BLANCHARD DOROTHY M
Register Of Wills Pa~e 1
5/67/2004
PA File No 2102-00452
Docket Entries
D/E Date
No. Filed
001 04/29/02 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY
OATH OF PERSONAL REPRESENTATIVE
DEATH CERTIFICATE
002 05/08/02 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY
003 05/15/02 CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
004 07/03/02 INHERITANCE TAX PYMT
PAID - 82,000.00 ACN - 101
M & T INVESTMENT GROUP
RECEIPT - CD0001373
005 01/03/03 INHERITANCE TAX RETURN DKT 17 PAGE 62 LINE 3
006 01/03/03 INHERITANCE TAX PYMT
PAID - 6,401.39 ACN - 101
KEARNS RONALD S ESQUIRE
RECEIPT - CD0002012
007 05/02/03 REV 483 NOTICE DETERMINATION FED EST TAX RETURN - ACN 201
Docket: 17 Book: Page: 62.00
008 01/29/04 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION
009 02/20/04 REV736 NOTICE OF DETER FED CLOSING LETTER ACN 202
010 03/02/04 ACCOUNT CONFIRMED ABSOLUTELY - J WESLEY OLER JUDGE
PAID IN FULL
Investment Group
STATUS REPORT UNDER FULE 6.12
Name of Decedent:
Date of Death:
Will No.
Dorothy M. Blanchard
April 5, 2002
21-2002-0452
Admin. No. 21-2002-0452
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administrati6n of the estate is complete: Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? No
Copies of receipts, releases, joiners and approvals of formal or informal accounts may
be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
May 18, 2004
0--
/ Signature
David C. Gority, Trust Officer
M and T Investment Group
One West High Street
P.O. Box 220
Carlisle, PA 17013
717-240-4505
ru
Postage
Certified Fee
Postmark
Return Reciept Fee
(Endorsement Required) Here
Resbtcted Delivery Fee
(Endorsement Required)
Sent To ~/,'~ . ~ /~ t
.~_~.:~...~.~-.~ ~
"~/'.'~a; ~P~'/7'7-';;', '-'~ .... -~'-'~",,"~'~2~ .......... 1
.. ~,, ~,, '~- ~/~ ..... - .
Item 4 if~ Delivery 18 desired.
~11 I~tnt your nameand address on the reverse
so that we can return the card to you.
, · Attach this card to the back of the mailplece,
or on the front if space permits.
D. Isdelive~,addmesdlffer~ntfrmTtlteml? OYea
~ YES, enter de~h/eW addmem bdow: ONo
~ Mall [] Ex~-~ Man
[] Insured Mall [] C.O,D.
7003 1010 0001 1204 0512 ~
JRD/June 30, 1992/17858
In Re: Estate of Dorothy M. Blanchard
Late of South Middleton Township
Estate No.: 21-2002-0452
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-02-0452
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Manufacturers & Traders Trust Company
Counsel for Personal Representative:
Date of Decedent's Death: 04-05-2002
Date of Delinquency Notice: 03-25-2004
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on 03-25,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 04-30-2004
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled at in Courtroom No. 3. If the Status Report is filed
prior to the hearing date, the hearing will aut°matically be c~~'~Ot~a ~N'
(bGeOrge.' H~ffer*, P.J.