HomeMy WebLinkAbout03-0387
Register of Wills of Cumberland County I Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Geraldine M. Murray No. 2" - O'--3r.,
also known as
, Deceased Social Security No. 197-40-6791
Petitioner(s), who is/are 18 years of age or older, applyOes) for:
(COMPLETE "A" OR "B" BELOW:)
UJ A. Probate and Grant of Letters and aver that Petitioner{s)~~are the execut ors named in the Last Will of the
Decedent, dated May 16, 2001 and codicil{s) dated
None
State relevant circumstances. e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for
probate; was not the victim of a killing and was never adjudicated incompetent:
D B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritatel
Petitioner{s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if
any) and heirs:
I Name Relationship Residence I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, withmts/her last family or principal
residence at Messiah Village, 100 Mt. Allen Drive, Upper Allen Two.. Mechanicsburg, PA 17055
(list street, number and municipality)
Decedent, then ~ years of age, died April 29 , 2003, at Messiah Village
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property.. ...... ...... ..................................... ............. $ 3,900,000
(If not domiciled in PAl Personal property in Pennsylvania............................................... $
(If not domiciled in PAl Personal property in County.......................................................$
Value of real estate in Pennsylvania....................... ......................................................... ................... $
Total......................................................................................................................... ..... .. $ J,YUU,UOO
Real Estate situated as follows: None
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Typed or printed name and residence
rlve
/' William M. Murray
2650 Spring Hill Lane
Enola, PA 17025-1257
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-36
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed 4!dt~{
-,e
before me this 1;:)- day of
May 20 03 ~/JJJL.JI.. ~
~",.~~ William M. Murray
No. 2 J - D3 -..381-
Estate of Geraldine M. Murray Deceased
Social Security No: 197-40-6791 Date of Death April 29, 2003
AND NOW, May 14 ,2003 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters IXI Testamentary 0 of Administration
d.b.n.c.t.; pendente lite; durante absentia; durante minoritate
are hereby granted to Martin L. Murray and William M. Murray
.
in the above estate and that the instrument(s) dated May 16, 2001
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . . . . . . ................ $ IS~'; ~ YY)~llLW A.ClOp'rl~.po ~
.
Short Certificate(s)... .~.... $ Zy Register of Wills ~
Renunciation...........9... . $ 0
Affidavit ( )................. $
Extra Pages (Ie, )............ $ 51'
Codicil...................O'... . $ 0"-
JCP Fee........................ $ Ie:> . Attorney: Richard W. Stevenson, Esquire
Inventory.................. ..... $ 1.0. No 07120
Other........................... . $ Address: McNees Wallace & Nurick LLC
P. O. Box 1166, Harrisburg, PA 17108-1166
TOTAL....... ......... $ \ ,C9Sf.o Telephone 717-237-5208
Form RW-1 Page 2 of 2 (Cumberland County) . Rev. 9/92 --fttcl 5-
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This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 """"""",......,............, a~ /~( <Ia::~/P-~
",,'~~\.'H OF PEi:---__
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~~ .. - Local Registrar
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P 9095738 '\.;.<) d-$>,\\ MAY
""-:.!..flMEN1 \\\'t.\:",,'"
No. ''''''''''''''''''NIIIJ}I",,1 Date
I He"'. 2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
----- -- STATE FILE NUMBER
NAME OF DECEDENT {First Middle. LasI) SEX SOCIAL SECURITY NUMBER
,. Geraldine M. Murray .. female 3. 197 - 40 - 2003
AGE (last B+rttlday) UNDER 1 YEAA 81RTHPLACE IC,IY.nd PlACE OF DEATH ICPeck only I)n8 -- ... tfl$lfucloOl'l$ on Olhel ~rde.
M~'l D.,. Stale 01 Fcrt;ogn Coon"y) HOSPITAL:
96 Yrs. Floydada. TX Inpa,oo.. 0 ERlOl.4pallel1f 0 g''::ofyj 0
. 7. ...
COUNTY OF DERH fACILfTV NAME (II nof InsNUlloll. gIve stleet and numbel' J
. Cumberland Mf ~<; IfHf V I r!fl-fE whit e
lb. ...
DECEDENT'S USUAL OCCUPRlON WAS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS. Married SURVIVING SPOUse
(~':o,~Ii~~~::~:r U.S. ARMED FORCES? h esl adecom et N....... Married, WidoWed, {II WIle. 'iJI.... m&ldeo name,
Y..o No~ ElemenlarylSeconda'Y Col. Oivg,c.., (Spec",)
Bu ~f.tail Dept. 10-'2) 6 1140.5.' Widowed
. "a, er ". 13. 1..
DECEDENT'S MAILING ADDRESS (~,eet. CityfTOwn. State. lip Codel DECEDENT'S Pennsylvania 11c.M Vel, dececMnlllYecl in Allen
. ACTUAL 17a. Stale Did .....
100 Mt. Allen Drive RESIDENCE --..
(See IOSlrUCIIOnS liYe in a
... Mechanicsbur PA 17055 on other Sldel Cumberland township? 17d.O :OieNndec=-=ot
. 17b. Coun'Y c..,.-.,
FATHER'S NAME (First, Middle. last) MOTHER'S NAME (F1Isl. Middle. Malden Sumame)
... William Monta ue Massie Lela Martin
INFORMANT'S NAME (T ypetPru,11
.... William M. Murra , MD
loIETHOO Of' DISPOSITION
. Burial ~ Cremalion 0 Removallrom Slale 0
01..... (Spec"'" Harrisburg Cemetery Susquehanna Twp. . PA 17109
21c. 21d.
LICENSE NUMBER NAIAE AND ADOAESS OF FACILITY Parthemore FH & CS, Inc.
22b. FS 012 849 L .... C m erland PA 17070-0431
DATE SIGNED
(Month. o.y, Year)
.... 23b. ....
TIME OF DEATH WAS CASE REFERRED TO MEDICAL E...IAINEAiCORONER?
'7 : SS' +1\ 2C, 103 ...0 No 00
...
I Approximate PART II: 00... stgniflcatl( condiIiona contributing 10 dedi, but
I inlerwI behNen not rasLlfting in the undtftying ca&IH given in PART I.
: 00Mt and deam
P4tll(ll'-'! ON S Dr 504 ~-lZ , ('vA-
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DUE TO lOR AS A CONSEOUENCE Of): , C. 1-/ r:-
Soquonc;oBy 11M Cllf1drtk>no !" ,
if any,leading 10 imrMdiele DUE TO (OR AS A CONSEOUENCE Of): I
cauM. Enl., UHDEALYINQ I
. CAUSE (Otsea. OIIf1~ry C. ,
. Ihaa lIllIialed evenl. DUE TO (OR AS A CONSEQUENCE Of): i
lesuIIang..... oed1) LAST
d
WAS AN AUtOPSY WERE AUlOPSY FINDINGS MANNER OF DEATH DATE Of INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
PERFORMED? AIlAILABl.E PRIOR 10 (Monltl. Day, Year)
COMPlETION OF CAUse r2!f 0
OF DEATH? Nalural HomiCide Y.. 0 NoD
keidenl 0 Pending tn.....ligalion 0
0 NOOlf Y.. 0 NoD 0 o PLACE OF INJURY. AI home, ,arm,a:;.el. I.ctory, office M.
.... Suicide Could r'IOf M delemuned
.... building, MC. ISPecdvl
21D. .t. 300.
CERTIFIER ICheck eny one)
'CERTIFYING PHYSICIAN (PhVSlCWIn CE!fllfylng cause 01 dealh when anOlher phySlClClIl has pronounced death ana completed Item 23) 0
Tolhebnlo'myknow~, de.thOCC1Jrr"d~lOthec.U.e(.)andm.n,..rae.lated...."....,.............,.... ,..."..............
.PRONOUNCING AND CERTIFYING PHYSICIAN (PhYSlCldn boIh ptQ('l(M,jnclng dedlh dnd Cer1IIYl"9 10 causa 01 dedlhl 0
To Ibe batll 01 my knowledge, dealh OCCurred at the lime, dale, and place, and due 10 the causeCa) and manne, a. a'aled .. . . . . . . . . . , , . . . , . . . . .
'MEDICAL EXAMINER/CORONER
On the b.'il 01 uamlnatlon and/or Invutlgalion,ln my opinion, death occurred It Ihe Ume, dale, and place, and due to Ihe cause(s) and 0
manner a. slated.. ,..............,....................,.....,..,.................,.........,...."......."...,... If Q4 J
31.. 32.
REGla'S SIGNATURE AND NUMBER I~I/~/I'/I DATE FilED (Month, Day. Year)
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5/14/01
LAST WILL AND TESTAMENT
OF
GERALDINE M. MURRAY
21 - 03 -,377
I, GERALDINE M. MURRAY, do hereby make, publish and declare the
following to be my Last will and Testament, hereby revoking all former Wills
by me at any time heretofore made.
FIRST: I direct my Executor(s), hereinafter named, to pay all my legal
debts and funeral expenses as soon after my decease as conveniently may be
done.
SECOND: All of my tangible personal property owned by me at the time of
my death, together with any insurance policies thereon, I give and bequeath
unto my son, WILLIAM M. MURRAY. This bequest excludes my son, MARTIN L.
MURRAY, solely because he succeeded to my husband's architectural practice.
THIRD: I hereby give and bequeath all the rest, residue and remainder
of my estate, equally (subject however, to the provisions of item "SEVENTH"
below) and absolutely and free of trust to my sons, WILLIAM M. MURRAY and
MARTIN L. MURRAY.
If a son of mine survives me but disclaims any interest hereunder,
such disclaimed interest(s) shall pass to, and be made a part of, the
"Geraldine M. Murray Foundation" created by me by that Trust Agreement -
Charitable Trust dated June 28, 1990 ("Foundation") , provided such Trust is
then described in Sections 501 (c) (3) , 170 (c) (2), 2055(a) and 2522(a) of the
Internal Revenue Code of 1986, as amended (or successor provision) , and if the
Foundation is not then so described, such disclaimed interest(s) shall pass to
-,
The Murray Family Charitable Foundation to be established under the terms and
conditions set forth in item "FOURTH" below.
If either my son WILLIAM M. MURRAY or MARTIN L. MURRAY does not
survive me, the share of my deceased son shall be distributed per stirpes to
his issue, and if no such issue are then living, per stirpes to my issue,
provided in each instance, however, that if any such issue is then under the
age of forty (40) years, his share shall be held for him in a separate trust
provided for in item "FIFTH".
FOURTH: Any property passing hereunder in accordance with item "THIRD"
shall be held in a charitable trust then described in Sections 501(c) (3),
170 (c) (2), 2055 (a) and 2522(a) ("Code" referring in this Agreement to the
Internal Revenue Code of 1986 and "Reg" to the Treasury Regulations under the
Code) , to be referred to as THE MURRAY FAMILY CHARITABLE FOUNDATION. The
Trustees are authorized to change the name of the trust from time to time.
The trust shall be administered in accordance with the following provisions:
(a) Charitable Distributions
(i) Pay to Recipients. As much of the net
income of the trust as the Trustees shall determine shall
from time to time shall be distributed to Qualified
Charitable Recipient(s).
(ii) Pay Only to Qualified Charitable
Recipient. "Qualified Charitable Recipient" means an
entity that is described in Code Sec. 170 (c) , 2055(a) and
2522 (a) . No distribution shall be made to a Recipient
unless at the time of the payment the Recipient is a
Qualified Charitable Recipient. In the case of any
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distribution to a Recipient described in Code Sec.
170 (c) (1) the distribution shall be made for exclusively
public purposes. If the Recipient is not a Qualified
Charitable Recipient at the time any payment is required
to be made to it hereunder, the payment shall not be made
to such Recipient and shall instead be paid to such one
or more Qualified Charitable Recipients as the Trustees
shall select, in such amounts or proportions as the
Trustees shall determine.
(iii) Direct Charitable Distributions. As much
of the net income of the trust as the Trustees shall
determine shall from time to time shall be distributed
directly in furtherance of any charitable, scientific,
literary, religious, educational or other purpose that is
described in Code Sec. 501 (c) (3) and permissible for an
organization contributions to which are deductible under
Code Sec. 170 (c) , 2055 (a) and 2522 (a) . The Trustees
shall not make distributions for any purpose or engage in
any activity forbidden by any of those sections.
(iv) Corporate Contributions. Income derived
from contributions by corporations shall be distributed
by the Trustees for use solely within the United States
or its possessions.
(v) Preservation of Principal. Any net income
not so distributed shall be accumulated and annually
added to principal. In making decisions concerning the
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amount of net income to be distributed by the trust, the
Trustees shall endeavor to offset the effect of inflation
on the value of trust principal.
(vi) Trustees May Incorporate. The Trustees
are authorized to form or cause to be formed a non-profit
corporation devoted to accomplishing the charitable
purposes of the trust, such corporation to be organized
under the laws of any state of the United States as may
be determined by the Trustees. Upon the qualification of
any such corporation as an organization (i) that is
exempt from federal income taxation under Code Sec.
501 (a) as an organization described in Code Sec.
501 (c) (3) , and (ii) to which contributions are deductible
under Code Sec. 170(c)(2), 2055 (a) and 2522 (a) , the
Trustees are authorized to distribute to such corporation
any part or all of the property of the trust as the
Trustees shall determine.
(b) Prohibited Transactions
(i) No Inurement or Private Benefit. The
trust is not formed for pecuniary profit or financial
gain, and no part of the net earnings of the trust shall
inure or be distributable to or for the benefit of any
Trustee or private individual, except that the Trustees
are authorized to pay reasonable compensation and
commissions for services rendered to or for the trust,
- 4 -
and to make distributions in furtherance of the Trust's
charitable purposes.
(ii) No Propaganda. No substantial part of the
activities of the trust shall be the carrying on of
propaganda, or otherwise attempting to influence
legislation (except as may otherwise be provided by Code
Sec. 501(h) during any fiscal year or years in which the
trust has chosen to utilize the benefits authorized by
that statutory provision) , and the trust shall not
participate in or intervene in (including the publishing
or distributing of statements) any political campaign on
behalf of (or in opposition to) any candidate for public
office.
(iii) Private Foundation Rules. The Trustees
are prohibited from engaging in any act of self-dealing
as defined in Code Sec. 4941(d) , from retaining any
excess business holdings as defined in Code Sec. 4943 (c)
which would subject the trust to tax under Code Sec.
4943, from making any investments which would subject the
trust to tax under Code Sec. 4944, and from making any
taxable expenditures as defined in Code Sec. 4945 (d) .
The Trustees shall make distributions at such time and in
such manner as not to subject the trust to tax under Code
Sec. 4942.
(iv) Corporate Contributions. If any
contributions are made to the trust by a corporate donor,
- 5 -
such contributions and any income or gain thereon or
reinvestment thereof shall not be distributed for any use
outside the United States.
(c) Trustee Must Not Disqualify Trust. The Trustees are
prohibited from exercising any power or discretion granted under
any law or this Agreement that would be inconsistent with the
continuing qualification of the trust as an entity described in
Code Sec. 170(c)(2), 2055 (a) , 2522(a) , and 501 (c) (3) .
(d) Limited Power of Amendment. The Trustees shall have
the power, acting alone, to amend the trust in any manner required
for the sole purpose of ensuring that the trust qualifies and
continues to qualify as an entity described in Code Sec.
170(c)(2), 2055 (a) , 2522(a) and 501 (c) (3) . References to the Code
and the Regulations shall be deemed to incorporate changes enacted
or promulgated after the date of this Agreement to whatever extent
is necessary to ensure such continuing qualification.
(e) Additional Contributions. The Trustees are authorized
to receive additional contributions, which shall be added to and
administered as part of the trust property, provided however that
the terms of any such additional contribution shall be consistent
with the continuing qualification of the trust as an entity
described in Code Sec. 170 (c) (2), 2055 (a) , 2522 (a) and 501 (c) (3) .
(f) Perpetual Duration. The trust shall be a perpetual
charitable trust.
(g) Governing Law and Trustee Powers. The interpretation
and operation of the charitable trust shall be governed by the
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laws of the Commonwealth of Pennsylvania. The Trustees may,
without prior authority from any court, exercise all powers
conferred by this Agreement or by common law or by any Fiduciary
Powers Act or other statute of Pennsylvania or any other
jurisdiction whose law applies to the Trust. The Trustees shall
have absolute discretion in exercising these powers. Except as
specifically limited by this Agreement, these powers shall extend
to all property held by the Trustees until actual distribution of
the property. The powers of the Trustees shall include the
following:
(i) The Trustees may engage in any lawful
activity necessary or appropriate to carrying out the
Trust's charitable purposes and permitted to an
organization described in Code Sec. 501 (c) (3) , 170(c)(2),
2055 (a) and 2522(a).
(ii) The Trustees may distribute in cash or in
kind.
(iii) The Trustees may make any election
available under the tax laws in such manner as the
Trustees shall determine.
(iv) The Trustees may retain any property
originally owned by the Settlors, and invest and reinvest
in all forms of real and personal property, whether
inside or outside the United States, including without
limitation, common trust funds of a corporate Trustee,
mutual funds, partnerships (including a partnership in
- 7 -
which a Trustee is a partner) , and other forms of joint
investment (which may but need not be managed by, advised
by, or affiliated with a Trustee) , without regard to any
principle of law limiting delegation of investment
responsibility by Trustees.
(v) The Trustees may compromise claims or
debts and abandon or demolish any property which the
Trustees shall determine to be of little or no value.
(vi) The Trustees may sell property at public
or private sale, for cash or upon credit, exchange
property for other property, lease property for any
period of time, and give options of any duration for
sales, exchanges or leases.
(vii) The Trustees may join in any merger,
reorganization, voting-trust plan or other concerted
action of security holders, and delegate discretionary
powers (including investment powers) in entering into the
arrangement.
(viii) The Trustees may borrow from anyone, even
if the lender is a Trustee under this Agreement, and may
pledge property as security for repayment of the funds
borrowed, including the establishment of a margin
account. No Trustee shall be personally liable for any
such loan, and such loan shall be payable only out of
assets of the trust.
- 8 -
(ix) The Trustees may, with respect to any real
property: (i) partition, subdivide or improve such
property and to enter into agreements concerning the
partition, subdivision, improvement, zoning or management
of any real estate in which a trust hereunder has an
interest and impose or extinguish restrictions on any
such real estate; (ii) sell, exchange, lease for any
period, mortgage, alter, or otherwise dispose of such
property and execute any instrument necessary to do that;
and (iii) charge to principal the net loss incurred in
operating or carrying non-income producing real property.
(x) The Trustees may employ a custodian, hold
property unregistered or in the name of a nominee
(including the nominee of any bank, trust company,
brokerage house or other institution employed as
custodian) , and pay reasonable compensation to a
custodian in addition to any fees otherwise payable to
the Trustees, notwithstanding any rule of law otherwise
prohibiting such dual compensation.
(xi) The Trustees may employ and rely upon
advice given by accountants, attorneys, investment
bankers, and other expert advisers, and employ agents,
clerks and other employees, and pay reasonable
compensation to such advisors or employees in addition to
fees otherwise payable to the Trustees, notwithstanding
- 9 -
any rule of law otherwise prohibiting such dual
compensation.
(xii) The Trustees may allocate receipts and
disbursements to income or principal in such manner as
the Trustees shall determine, even though a particular
allocation may be inconsistent with otherwise applicable
state law.
FIFTH: A separate trust to be formed hereunder in accordance with item
"THIRD" shall be administered in accordance with the following terms and
conditions:
(a) So much of the income and/or principal of the trust,
as Trustee(s) in their or his sole discretion, may determine,
shall be paid and distributed to or for the benefit of such
beneficiary and his issue for their support, maintenance, health
care, travel and education (including education in college, trade
school or graduate school) .
(b) The beneficiary for whom a trust has been created
hereunder shall be entitled at his request to withdraw from that
trust an amount not exceeding one-fourth of the remaining balance
of the trust when such beneficiary attains or has attained age
twenty-five (25) , one-third of the remaining balance when such
beneficiary attains or has attained the age thirty (30) , one-half
of the remaining balance when such beneficiary attains or has
attained the age thirty-five (35) , and the entire remaining
balance when the beneficiary attains or has attained the age of
forty (40) years. If such beneficiary should die before making
- 10 -
proper request for the entire balance in his trust, the entire
balance in the trust shall be distributed per stirpes to the issue
of such beneficiary, and if no such issue are then living, per
stirpes to the issue of his parent, and if no such issue are then
living, per stirpes to my issue, with the share of any such issue
for whom property is then held in or payable to a separate trust
under this paragraph being added to such separate trust.
SIXTH: My Trustee(s) and Executor(s) hereinafter named, acting jointly
or severally, shall have the following powers and be subject to the following
duties and restrictions in addition to any others given or imposed upon them
or any of them, all without Court approval:
(a) To retain all or any part of my property, real or personal,
constituting my estate or the respective trust estates, for such time as
in their judgment seems best, and without any liability therefor
including any shares of the capital stock of any corporate co-trustee.
To hold, manage and develop any real estate which may be held by them at
any time, to mortgage any such property in such amounts and on such
terms as they deem advisable.
(b) To sell, either at public or private sale, all or any part
of the property, real or personal, at any time constituting my estate or
the respective trust estates, at such time or times, for such price, and
on such terms and conditions as in the judgment of the Trustees will be
for the best interests of the trust or estate, and to lease any real
estate for such term or terms, and upon such conditions and rentals as
they deem advisable, whether or not the term of any such lease shall
- 11 -
exceed the period permitted by law or the probable period of retention
under this instrument.
(c) To invest, reinvest and keep invested in such stocks, bonds
or other securities including stock of any corporate trustee, all moneys
coming into their possession as a part of the principal of the estate or
the respective trust estates, without regard to whether the same shall
at the time of such purchase, or at any time during the period the same
are held, be in the form and character permitted by law as proper for
the investment of trust funds.
(d) To buy investments at a premium or discount, to give proxies
and to join in any recapitalization, merger, reorganization, or voting
trust plan affecting investments, to deposit securities under agreements
and pay assessments, to subscribe for stock and bond privileges and
generally to exercise any and all rights of security holders.
(e) To cause any shares of stock, securities or other
property comprising the principal of the estate or the respective
trust estate to be taken or stand in the name of the nominee of
the Trustees with full power and authority in such nominee to
receive and receipt for all income there from.
(f) To divide the principal of the estate or respective
trust estates into parts or shares whenever necessary for purposes
of distribution or otherwise and to make such distribution in
kind, or partly in kind and partly in money. The judgment of my
Executors and Trustees concerning the values for the purpose of
such division or distribution shall be binding and conclusive on
all parties interested therein.
- 12 -
(g) To make any loans either secured or unsecured in such
amounts, upon such terms, at such rates of interest and to such
persons, firms, or corporations as they may deem advisable.
(h) To retain the principal or corpus or any part thereof
of my estate or any trust created herein in the form of cash.
(i) To borrow money from any person or corporation,
including a corporate trustee, for any purpose in connection with
the administration of my estate or the trusts created hereby and
to pay interest on account of such loans; execute promissory notes
or other obligations for the amounts so borrowed and secure the
payment of any amounts so borrowed and secure the payment of any
real or personal property which may at any time form a part of the
estate or trusts created hereby.
(j) To hold and administer the trust estate in one or more
consolidated fund in whole or in part with other trusts created by
me with the same Trustees in which the separate trusts or funds
shall have undivided interest.
(k) To vote, in respect to any securities which may at any
time form a part of my estate or any trust hereby created, upon
any proposition or election at any meeting and to grant proxies,
discretionary or otherwise; to vote at any such meetings to join
in or become a part of any reorganization, readjustment, merger,
voting trust, consolidation or exchange and to deposit any such
securities with any committee, depositary, trustee or otherwise
and to payout of my estate or any trust created hereby, any fees,
expenses and assessments incurred in connection therewith and to
- 13 -
charge the same to principal or income as they may see fit to
exercise conversion, subscription, or other rights, or to sell or
abandon such rights and to receive and hold any new securities
issued as a result of such reorganization, readjustment, merger,
voting trust, consolidation, exchange or exercise of conversion,
subscription, or other rights, and generally take all action in
respect to any such securities as they might or could do as
absolute owners thereof.
(1) To compromise claims, on such terms and conditions as
my Executors or Trustees, in their sole and exclusive discretion,
deem appropriate, without obtaining court approval therefor.
(m) To engage attorneys, investment counsel, accountants,
agents and such other persons as they may deem advisable in the
administration of my estate or any trust herein created and to
make such payments therefor as my Executors or the Trustees may
deem reasonable and to charge the expenses thereof to income or
principal as they may determine and to delegate to such persons
any discretion which they may deem proper. The Executors or
Trustees shall not be liable for any negligence, omission or
wrongdoing of such counsel or agents, providing reasonable care
was exercised in their selection and to the extent that any
individual liability is imposed upon the Executors or Trustees
other than for his own actual fraud or willful malfeasance, the
Executors or Trustees shall be indemnified out of the principal of
this trust.
- 14 -
(n) To make distribution of either principal or income as
the case may be to or for the benefit of minors as if such minors
were of full age without the intervention of a guardian.
(0) Upon the termination of the respective trust estates,
I direct my Trustees to account for their administration to the
beneficiaries or appointees and to make all necessary conveyances,
transfers and assignments for the purpose of perfecting the legal
title thereto into the ultimate beneficiaries or appointees, and
my Trustees shall be thereby discharged without any application
to, or action by, any court.
(p) The following shall be treated as corpus and not
income:
1. All dividends declared upon corporate stock
payable otherwise than in cash.
2. All profits realized from corporate stock either
upon its sale or upon the sale or dissolution of the issuing
corporation, or otherwise, irrespective of the form or
character of such profits, whether in cash, securities or
otherwise, howsoever.
3. All shares of stock of whatsoever class or
character received by the Executor(s) or Trustee(s) in
connection with or as a part of any reorganization, or
recapitalization of any corporation or any reclassification
of the capital stock of any corporation.
4. Dividends or receipts from regulated investment
companies or any other company or corporation which
- 15 -
represent capital gains realized from the sale of securities
or property by such company or corporation.
(q) To continue as a partner in any partnership of which I
may be a member at the time of my death and to assume any
obligations and be entitled to any rights, powers or privileges in
accordance with any such partnership agreement.
(r) An individual Executor or Trustee, during his
lifetime, may resign by nominating and appointing a successor
Executor or Trustee (individual or corporation) by an instrument
in writing, containing the consent of such Successor Executor or
Trustee so to serve or may nominate a successor Executor or
Trustee (individual or corporation) in and by his Last will and
Testament.
(s) To retain any interests in oil, gas or other mineral
resources received from any source and to acquire and retain other
interests in oil, gas or mineral resources; to execute as to those
interests any agreements, assignments, contracts, deeds, grants,
leases for any term (even though the term may extend beyond the
termination of the trust), and any other instruments or documents;
to manage, control, operate, explore, mine, develop or take any
action for the production, recovery, sale, treatment, storage or
transportation of any interest in oil, gas or other mineral
resources; to drill, rework or recomplete wells of any type; to
conduct or participate in secondary recovery operations; to enter
into agreements for pooling or unitization; and to install,
operate or participate in the operation of any plant, mine or
- 16 -
other facilities. Interests in oil, gas and other mineral
resources may be retained and acquired without liability for any
loss and without application to any court.
SEVENTH: I direct my Executor(s) to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my estate
or the transfer of any property passing hereunder or otherwise passing by
reason of my death, may be subject, other than generation-skipping taxes, from
the residue of my Estate, except that (i) any such additional taxes (and
interest and penalties thereon) imposed on account of my interest in, or power
over, any trust established by my husband shall be paid out of the property
held in such trust, and all other property includable in my taxable estate for
federal or state tax purposes, whether or not passing under this will, shall
be free and clear thereof, (ii) no such taxes shall be paid out of, or
allocated to, any property which may pass to the Foundation under items
"THIRD" and "FOURTH" above, and (iii) if property passes to the Foundation and
such amount does not pass from the shares of my sons in equal amounts, then
the residual bequests to them or their issue under item "THIRD" shall be
adjusted inter se as necessary to allocate to the share thereunder of my son
who funded through disclaimer the larger sum under items "THIRD" and "FOURTH" ,
the death tax savings realized by my estate as a result of the disclaimer in
excess of that disclaimer (if any) by my other son.
EIGHTH: No interest (whether in income or principal, whether or not a
remainder interest, and whether vested or contingent) of any beneficiary
hereunder shall be subject to anticipation, pledge, assignment, sale or
transfer in any manner, nor shall any beneficiary have power in any manner to
charge or encumber his said interest, nor shall the said interest of any
- 17 -
beneficiary be liable or subject in any manner while in the possession of the
fiduciaries for any liability of such beneficiary, whether such liability
arises from his debts, contracts, torts or other engagements of any type.
NINTH: Any amounts or property which are payable or distributable
hereunder to a minor or incompetent may, at the discretion of the fiduciaries,
be paid to the parent or guardian of such minor or incompetent, to the person
with whom such minor or incompetent resides, or directly to such minor or
incompetent, or may be applied for the use or benefit of such minor or
incompetent.
TENTH: I hereby nominate, constitute and appoint as Executors and as
Trustees of my estate under this my Last Will and Testament, my sons,
WILLIAM M. MURRAY and MARTIN L. MURRAY, or the survivor of them. In the event
that neither desires to so act or in the event of the death of both of them
prior to the termination of my estate administration or any trust herein
created, without having named a successor executor or trustee in accordance
with paragraph SIXTH (r) , HERSHEY TRUST COMPANY, with offices in Hershey,
Pennsylvania (or its successor) , shall act as successor Executor or Trustee as
the case may be. My Trustee(s) shall serve as guardian of the property of any
minor beneficiaries hereunder, under any instrument of trust executed by me,
under any policies of insurance on my life, and in any other situation in
which the power to make such appointment exists under the laws of
Pennsylvania. No Executor shall be required to give bond in this or in any
other jurisdiction.
ELEVENTH: If any person entitled to share in distribution under the
terms of this will becomes an adverse party in any proceeding to contest the
probate of this will, such person shall forfeit his or her interest hereunder
- 18 -
and all provisions in favor of such person shall be void and of no effect.
The share of such person so forfeited shall be distributed to the other
residuary distributees entitled hereunder.
IN WITNESS WHEREOF, I, GERALDINE M. MURRAY, the Testatrix, to this my
Last Will and Testament, typewritten on twenty (20) sheets of paper, have
hereunto set my hand and seal this / ,--(;{ day of May, 2001.
Jj.I/LJ~.1H. ~/ (SEAL)
Geraldine M. Murray
Witnessed:
~.I~_7J. ()~ residing at 7"~ L ~~.
tO~AA I4w; residing at &4-fit
- 19 -
COMMONWEALTH OF PENNSYLVANIA :
COUNTY O~ : SS:
:
GERALDINE M. MURRAY (the testatrix), ~V. O\..~
(the witnesses), whose names are signed to the
t duly sworn, each hereby declares to the
undersigned authority that the estatrix signed and executed the instrument as
her last will in the presence of the witnesses and that she had signed
willingly, 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 his knowledge the testatrix was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
WITNESS: TESTATRIX:
Ct~O()'~A J)~ ~ y\{. '1tVL..uvv~,
Geraldine M. Murray
WITNESS:
~Jk~
Subscribed, sworn to and acknowledged before me by Geraldine M. Murray, the
testatrix, and subscribed and sworn to before me by
t. \.I'Qf'\ ~ f)'SJ~~'l and Wlllic~ mQ}Q!I\:Y\ Cs the witnesses,
this ~ day of May, 2001.
\-0tW 8ZY\~Of'~
Notary Public I
(SEAL)
Notarial Seal
Vickie L. Meckley, Notaa; Public
Harrisburg, Dauphin ounty
My Commissior. ",,~~ims June 7, 2004
Membe. "I" ':';Yiv'ciiuaAssociatlonofNa111181
- 20 -
,
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IJnr-;:'-"i >f1.3t1
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r D90JOJ9H
'i....;
.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: GERALDINE M. MURRAY
Date of Death: April 29, 2003
Will No.: Admin. No.: 21-03-387
To the Register:
I certify that the Notice of Estate Administration required by Rule 5.6(a) of the Orphans'
Court Rules was mailed or delivered to the following heirs and beneficiaries of the above-
captioned estate on May 15, 2003
Martin L. Murray
401 Lisburn Heights Drive
Lewisberry, PA 17339
William M. Murray
2650 Spring Hill Lane
Enola, PA 17025-1257
Notice has now been given to all persons entitled Ie 5.6(a) except N/A.
Date:~
Richard W. S evenson, Esq.
McNEES WALLACE & NURICK LLC
100 Pine Street, P.O. Box 1166
Harrisburg, PA 17108
(717) 237-5208
Counsel for personal representative
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INRE: : IN THE COURT OF COMMON PLEAS
ESTATE OF GERALDINE M. : CUMBERLAND COUNTY, PENNSYLVANIA
MURRAY, DECEASED : ORPHANS' COURT DIVISION
: NO. 2003-00387
DISCLAIMER OF INTEREST IN ACCORDANCE
WITH 20 PA C.S.A. ~6201, et seQ.
KNOW ALL MEN BY THESE PRESENTS, THAT:
1. Geraldine M. Murray (the "Decedent") died on April 29, 2003, leaving a last will and
testament which was admitted to probate by the Register of Wills of Cumberland County,
Pennsylvania (the "Will").
2. Item Third of the Will devises the estate residue equally between the Decedent's sons,
Martin L. Murray and William M. Murray.
3. William M. Murray (the "Disclaimant") has not received any benefit from the Decedent's
Estate
4. The Disclaimant hereby disclaims One Million Dollars ($1,000,000) of his one-half
interest in the estate residue.
5. The Disclaimant shall deliver a copy of this Disclaimer to William M. Murray and Martin
L. Murray, Executors of the Estate, and with the Clerk of the Cumberland County Court
of Common Pleas, Orphans'Court Division, in accordance with 20 PA C.S.A. ~6204.
6. The Disclaimant has not received, and will not receive, any consideration in money or
money's worth for such disclaimer from any person or persons whose interest is to be
accelerated or increased, or from any other person or persons.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the Disclaimant
has executed this Disclaimer this ~day of January, 2004. .
--AA)~ JU, ~
. William M. Murray
...
.
. .
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF DAUPHIN
On this, the L day of January, 2004, before me, a Notary Public, the undersigned
officer, personally appeared WILLIAM M. MURRAY, known to me (or satisfactorily proven) to
be the individual who executed the foregoing Disclaimer, and duly acknowledged to me that he
executed the same for the purposes therein.
/"\
IN WITNESS WHEREOF, I have hereunto set my hand and officia
/ //
(SEAL)
,a .
NOTARIAL SEAL
L}NDA M. E:~~HELMAN, Notary Public
City 01 H~rrl3bur9, PA Dauphin County
My Ctlmml$s!on E)I,pims Sept 5, 2005
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERIT ANCE AND EST A TE TAX
OFFICIAL RECEIPT
NO. CD 003500
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 17108-1166
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_____u_ fold ---------- --------
101 I $9,327.87
ESTATE INFORMATION: SSN: 197-40-6791 I
FILE NUMBER: 2103-0387 I
DECEDENT NAME: MURRAY GERALDINE M I
DATE OF PAYMENT: 01/30/2004 I
POSTMARK DATE: 01/29/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 04/29/2003 I
I
TOTAL AMOUNT PAID: $9/327.87
REMARKS:
CHECK#124
,,~. ~ INITIALS: JA
,"',
._- SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX( 11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003501
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 1 7108-11 66
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $131,250.99
ESTATE INFORMATION: SSN: 197-40-6791 I
FILE NUMBER: 2103-0387 I
DECEDENT NAME: MURRAY GERALDINE M I
DATE OF PAYMENT: 01/30/2004 I
POSTMARK DATE: 01/29/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 04/29/2003 I
I
TOTAL AMOUNT PAID: $131,250.99
REMARKS:
. .
CHECK#123
- INITIALS: JA
,-
. SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
~.- - .
RFI,(-1500 EX (6-00) OFFICIAL USE ONLY
"J COMMONWEALTH OF
( PENNSYLVANIA REV-1500
" DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 03_ 0387
-----
COUNlY CODE YEAR NUMBER
DECEDEN1'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- Murray, Geraldine M. 197-40-6791
z
w DATE OF DEATH (MM-DD- YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN OUPLICATE WITH THE
C
W 04/29/2003 12/13/1906 REGISTER OF WILLS
()
w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
w [Z] 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death priorto 12-13-62)
I-
~ :300 D 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12-12-82) 00 5. Federal Estate Tax Return Required
Ua::~
wo..u
:cOO 00 6, Decedent Died Testate (Attach copy of 'Mil) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
uCl::..J
o..m D 9. Litigation Proceeds Reeeived D 10. Spousal Poverty Credit (date 0' death between 12-31-91 am 1-1-95) D 11, Election to tax under Sec. 9113(A)(Attach SchO)
0..
<(
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
I- NAME COMPLETE MAILING ADDRESS
z
w
0 Richard W. Stevenson, Esq.
z
0 FIRM NAME (If Applicable) 100 Pine Street
a.
en P.O. Box 1166
w McNees Wallace & Nurick LLC
a:
a: Harrisburg, PA 17108
0 TELEPHONE NUMBER
u
717-237-5208
1. Real Estate (Schedule A) (1) 0.00 OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 261,267.30
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 829,178.00
4. Mortgages & Notes Receivable (Schedule D) (4) 368,656.57
5. Cash. Bank Deposits & Miscellaneous Personal Property (5) 21,755.81
I (Schedule E)
Z 6. Jointly Owned Property (Schedule F) (6) 0.00
0 D Separate Billing Requested
i= I
:5 7. I nter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 2,660,752.71
:::l (Sched ule G or L)
l-
ii: 8. Total Gross Assets (total Lines 1-7) (8) 4,141,610.39
<
() 157,179.67
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
a:::
10. Debts of Decedent. Mortgage Liabilities, & Liens (SeIledulel) (10) 67,742.09
11. Total Deductions (total Lines 9 & 10) (11) 224,921.76
12. Net Value of Estate (Line 8 minus Line 11) (12) 3,916,688.63
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been 1,000,000.00
made (Schedule J) (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 2,916,688.63
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 0.00 0.00
Z rate, or transfers under See. 9116 (a)(1.2) x,OO_ (15)
0
;::: 16. Amount of Line 14 taxable at lineal rate 2,916,688.63 x .045-- (16) 131,250.99
<(
I-
:;) 0.00 0.00
0.. 17, Amount of Line 14 taxabie at sibling rate x .12 (17)
:E
0 0.00 0.00
<.J 18. Amount of Line 14 taxable at collateral rate x .15 (18)
X
<( 19. Tax Due 131,250.99
I- (19)
_120. D [~.I::(~.~.I::i:T:lIr:lril.ll"!~:~:lm::(~l r~'ulrretr:.:'t:~::l;t 1.r.T.T:Ir:'~'~.~'~::l:~:1."'~I'il::l'i~
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDEAND RECHECK MATH < <
2W4645 1.000
Decedent's Complete Address:
S1REET ADDRESS
100 Mt. Allen Drive
CITY I STA1E I liP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1 ) 131,250.99
2. Credits/Payments
A. Spousal Poverty Credit 0.00
8. Prior Payments 0.00
C. Discount 0.00
Total Credits (A + 8 + C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest 0.00
E. Penalty 0.00 0.00
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 131.250.99
A. Enter the interest on the tax due. (5A) 0.00
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 131,250.99
Make Check to: REGISTER OF
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . . . . . . CXJ D
b. retain the right to designate who shall use the property transferred or its income; . D ~
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D ~
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that i have examined this return, including accompanying scheduies and statements. and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on ail infonnation of which preparer has any knowledge.
SIGN RE qf P ON RESP ISLE FOR FILING RETURN DATE
1 29 04
c P.O. Box 1166 Harrisbur PA 17108-1166
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S 9916 (a) (1.1) (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1. 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. S 9116(a)(1.2)],
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S 9116(1 ,2) [72 P.S. S 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. S 9116(a)(1.3)], A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
2W4646 1.000
ESTATE OF GERALDINE M. MURRAY
EXECUTOR INFORMATION
William M. Murray
2650 Spring Hill Lane
Enola, P A 17025
Martin L. Murray
401 Lisbum Heights Drive
Lewisberry, P A 17339
REV-1503 EX + (1-97)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 84 shares Exxon Mobil @ $35.05/share 2,944.20
2 Salomon Smith Barney Brokerage Account - Amount held in Bank 10,999.53
Deposit Program
Accrued Interest 3.38
3 Fidelity Cash Reserves Fund 54,898.29
Accrued Dividend 41.97
4 Spartan Municipal Money Market 7,634.63
Accrued Dividend 5.87
5 5,969.616 shares Fidelty Low Priced Stock @ $25. 68/share 153,299.74
6 1,367.826 shares of Fidelty Dividend Growth @ $22. 96/share 31,405.29
7 Fidelity - Cash Account (Account No. 351-050652) 34.40
TOTAL (Also enter on line 2, Recapitulation) $ 261,267.30
2W46963.000 (If more space is needed, insert additional sheets of the same size)
REV.1504 EX + (1-97) SCHEDULE C
COMMONWEAL TH OF PENNSYLVANIA CLOSELY-HELD CORPORATION,
INHERITANCE TAX RETURN PARTNERSHIP or SOLE-PROPRIETORSHIP
RE IDENT DE NT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM VALUE AT
NUMBER DESCRIPTION DATE OF DEATH
1. 49% limited partnership interest in Ritmur Ltd. ; See Attached 829,178.00
Valuation Information
*Schedule C-2 and all supporting documentation and valuation
information being submitted directly with the Department
of Revenue due to its confidential nature
I
I
TOTAL (Also enter on line 3, Recapitulation) $ 829,178.00
2W4697 2.000 (If more space is needed, Insert additional sheets of the same size)
REV-1507 EX + (1-97)
SCHEDULE D
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT
NUMBER DESCRIPTION DATE OF DEATH
1. Note Receivable from Conewago Industrial re 33 Industrial Road; 122,815.58
Terms - Principal of $232,871.78; Interest Rate - 6.550%
Outstanding balance on date of death was $122,815.58
See attached copy of amortization schedule
Accrued Interest (3/27/03 to 4/29/03) 727.36
2 Note Receivable from Martin & William Murray re 10 Industrial 106,157.25
Road Property; Terms - Principal- $203,526; Interest Rate -
6.55%
Outstanding Principal at date of death was $106,157.25
See attached amortization schedule
Accrued Interest (April 5 to April 29) 476.25
3 Note Receivable from William and Jane Murray; Terms - Principal 138,480.13
of $275,000, Interest of 5.69%
Outstanding balance at date of death was $138,480.13
I See attached amortization schedule
TOTAL (Also enter on line 4, Recapitulation) $ 368,656.57
2W46AC 2.000 (If more space is needed, insert additional sheets of same size)
REV-150B EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Allfirst Checking account balance as of April 29, 2003; See 6,613.96
bank letter attached
Accrued interest through April 29, 2003 0.28
2 1989 Mercedes Sedan 300SE; See Attached Appraisal 6,450.00
3 Personal Property; See Attached Appraisal 2,650.00
4 Medco Health - Drug Refunds 237.66
5 Murray Associates - Medical Premium Reimbursment 255.91
6 U.S. Treasury - Social Security (March) 1,292.00
7 U.S. Treasury; Refund re 2003 Income Tax Return (es tima ted) 2,478.00
8 PA Department of Revenue - Refund re 2003 Income Tax Return 1,777.00
(es tima ted)
9 3.16666% interest in Centerview Associates Limited Partnership 1. 00
(Partnership Identifying Number - 52-1197489)
Value Estimated By Executors; See copy attached of 2002
,schedUle K-1 (Form 1065)
I
I
I
TOTAL (Also enter on line 5, Recapitulation) $ 21,755.81
2W46AD 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97) SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERlY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
DECEDENT ANO THE DATE OF TRANSFER. ATTACH A COPY OF THE
NUMBER DEED FOR REM. ESTATE VALUE OF ASSET INTEREST 'IF APPLlCABLEI
1. Hershey Trust Company - 2,540,752.71 100.00 0.00 2,540,752.71
Decedent maintained a
revocable trust at the time of
her death; See attached copy
of trust agreement and date of
death valuation of trust
assets:
Principal Balance -
$2,532,036.41
Accrued Interest/
Dividends
8,716.30
2 Jonathan S. Murray; Grandson 11,000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 on
January 2, 2003
3 Anthony Tjan; Granddaughter's 11,000.00 100.00 3,000.00 8,000.00
Spouse
Cash Gift of $11,000 on
!January 2, 2003
4 Lorraine Murray - Grandson's 11,000.00 100.00 3,000.00 8,000.00
Spouse
Cash Gift of $11,000 on
January 2, 2003
5 [Stephen L. Murray; Grandson 11,000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 on
January 2, 2003
6 Jane E. Murray; 11,000.00 100.00 3,000.00 8,000.00
Daughter-in-Law
Cash Gift of $11,000 on
January 2, 2003
Total from continuation pages. . . . 80,000.00
TOTAl (Also enter on line 7, Recapitulation) $ 2,660,752.71
(If more space is needed, insert additional sheets of same size.)
2W46AF 2.000
Page 2
Estate of: Murray, Geraldine M. 21-03-0387
Schedule G -- Inter-vivos Transfers & Misc. Non-probate Property
[tem Date of death % of Deed's Exclusion
Description Value of asset Interest (If applicable) Taxable Value
No.
7 David Sensenig; 11,000.00 100.00 3,000.00 8,000.00
Granddaughter's Spouse
Cash Gift of $11,000 on
January 2, 2003
8 Laura M. Murray; Granddaughter 11,000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 on
January 2, 2003
9 Patricia Murray; 11,000.00 100.00 3,000.00 8,000.00
Daughter-in-Law
Cash Gift of $11,000 on
January 2, 2003
10 William M. Murray - Son 11,000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 made on
January 2, 2003
11 Martin W. Murray; Grandson 11,000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 on
January 2, 2003
12 Catherine S. Murray; 11,000.00 100.00 3,000.00 8,000.00
Grandson's Spouse
Cash Gift of $11,000 on
January 2, 2003
13 Peter W. Murray; Grandson 11,000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 on
January 2, 2003
14 Dr. Louise A.S. Murray - 11,000.00 100.00 3,000.00 8,000.00
Granddaughter
Cash Gift of $11,000 on
January 2, 2003
Page 3
Estate of: Murray, Geraldine M.. 21-03-0387
Schedule G -- Inter-vivos Transfers & Misc. Non-probate Property
[tem Date of death % of Deed's Exclusion
Description Value of asset Interest (If applicable) Taxable Value
No.
15 Elizabeth M. Sensenig; 11,000.00 100.00 3,000.00 8,000.00
Granddaughter
Cash Gift of $11,000 on
January 2, 2003
16 Martin L. Murray; Son 11 , 000.00 100.00 3,000.00 8,000.00
Cash Gift of $11,000 on
January 2, 2003
TOTAL. (Carry forward to main schedule) 80,000.00
REV-1511 EX + (1-97) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home 10,067.05
2 Premier Catering 718.79
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 80,000.00
Name of Personal Representative(s) See attached
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Name: McNees Wallace & Nurick LLC (Estimated) 42,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
I
Relationship of Claimant to Decedent
4. Probate Fees 2,006.00
5. Accountant's Fees Name: Brown Schultz Sheridan Fritz (Estimated) 2,800.00
6, Tax Return Preparer's Fees 0.00
7. Cumberland County Register of Wills - Filing Fees re 37.00
PA Inheritance Tax Return and Inventory
8 Cumberland Law Journal - Legal Advertising 75.00
9 Darlene Richter - Bookkeeping Services for Estate 2,043.28
10 Hershey Trust Company - Investment/Advisory Monthly 14,742.99
Fees
11 The Patriot-News - Legal Advertising 105.73
Tota~ trom cont~nuat~on pages. . . . L,Ul:l,j.l:l,j
TOTAL (Also enter on line 9. Recapitulation) $ 157,179.67
2W46AG 2.000 (If more space IS needed, Insert additional sheets of same size)
ESTATE OF GERALDINE M. MURRAY
EXECUTOR FEE INFORMATION
William M. Murray - No. 204-28-0936
2650 Spring Hill Lane
Enola, P A 17025
Martin L. Murray- No. 181-32-2579
401 Lisbum Heights Drive
Lewisberry, P A 17339
Year Paid: 2003-2005
Page 2
Estate of: Murray, Geraldine M. 21-03-0387
Schedule H, Part B -- Administrative Costs
Item
No. Description Amount
-
12 McNees Wallace & Nurick - Costs Advanced as follows: 70.83
Westlaw $ 6.93
Duplicating 33.60
Travel 18.03
Postage 4.42
Phone Charges 1. 85
Short Certificates 6.00
13 McNees Wallace & Nurick LLC - Reserve for closing 250.00
costs
14 Members First - Checkbook Charges 54.00
15 Postmaster - Postage Charges 74.00
16 Robert Ensminger - Personal Property Appraisal 135.00
17 Jeff Walters - Appraisal Services re Ritmur Ltd. 1,500.00
valuation
TOTAL. (Carry forward to main schedule) 2,083.83
REV-1512 EX + (1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murray, Geraldine M. 21-03-0387
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Allfirst Bank - Check Outstanding at Death 125.00
2 Griswold Special Care - Balance Due 147.50
3 Messiah Village - Balance Due 7,996.85
4 Messiah Village - Home Care Assistants 198.00
5 Messiah Village - Transport Charges 76.90
6 Personal Care Assistants - Balance Due 575.25
7 Pharamerica - Prescription Expense 302.59
8 PA Department of Revenue; 2nd Quarter Estimated Tax Payment re 6,040.00
2003 individual income tax
9 United States Treasury; 2nd Quarter Estimated Tax Payment re 52,280.00
2003 individual income tax
TOTAL (Also enter on line 10, Recapitulation) $ 67,742.09
2W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murra'. Geraldine M. 21-03-0387
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. Murray, Laura M. Granddaughter 8,000.00
224 Marlborough Street
Apt. 62
Boston, MA 02116
2 Murray, Jonathan S. Grandson 8,000.00
2650 Spring Hill Lane
Enola, PA 17025
3 Murray, Catherine S. Grandson's Wife 8,000.00
806 Scott Avenue
Glenshaw, PA 15116
4 Murray, Peter W. Grandson 8,000.00
806 Scott Avenue
Glenshaw, PA 15116
5 Sensenig, David Granddaughter's Sp. 8,000.00
1245 Ash Lane
Lebanon, PA 17042
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Geraldine M. Murray Foundation (IRS Websi te Exempt 1,000,000.00
Organization Listing); Amount distributed pursuant to
disclaimer of William Murray and Paragraph Third of
decedent's Will; See attached copy of disclaimer and
charitable trust agreement
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1,000,000.00
2W46AI 1.000 (If more space IS needed. Insert additional sheets of the same size)
Page 2
Estate of: Murray, Geraldine __. 21-03-0387
Schedule J Part 1 -- Beneficiaries
Item Amount or
No. Name and Address of Person(s) receiving property Relationship Share of Estate
-
5
6 Sensenig, Elizabeth M. Granddaughter 8,000.00
1245 Ash Lane
Lebanon, PA 17042
7 Murray, Stephen L. Grandson 8,000.00
16 Ridgeway Drive
Rye, NY 10580
8 Tjan, Anthony Granddaughter's Sp. 8,000.00
224 Marlborough Street
Apt. 62
Boston, MA 02116
9 Murray, Dr. Louise A. Granddaughter 8,000.00
215 East 68th Street
No. 27J
New York, NY 10021
10 Murray, Lorraine Grandson's Spouse 8,000.00
24 Maple Avenue
Rye, NY 10580
11 Murray, Martin W. Grandson 8,000.00
24 Maple Avenue
Rye, NY 10580
12 Murray, Patricia L. Daughter-in-Law 8,000.00
401 Lisburn Heights Drive
Lewisberry, PA 17339
13 Murray, Jane E. Daughter-in-Law 8,000.00
2650 Spring Hill Lane
Enola, PA 17025
14 Murray, William M. Son 910,894.32
2650 Spring Hill Lane
Enola, PA 17025
15 Murray, Martin L. Son 1,901,794.31
Page 3
Estate of: Murray, Geraldine M. 21-03-0387
Schedule J Part 1 -- Beneficiaries
Item Amoun t or
No. Name and Address of Person(s) receiving property Relationship Share of Estate
-
401 Lisburn Heights Drive
Lewisberry, PA 17339
EXHIBIT A
EXHIBIT
1
1/2912004
ESTATE OF GERALDINE M. MURRAY
PENNSYLVANIA INHERITANCE TAX RETURN
TABLE OF CONTENTS (EXHIBITS)
A. Miscellaneous Documents
1. Table of Contents - Exhibits
2. Copy - Letters Testamentary issued by Cumberland County Register of Wills to
Martin L. Murray and William M. Murray, and copy of decedent's will dated May
16, 2001
B. Schedule B - Stocks and Bonds
1. Salomon Smith Barney - Copy of April Account Statement
2. Fidelity Investments - Copy of April Account Statement
C. Schedule C - Closely-Held Corporation, Partnership or Sole-Proprietorship; Ritmur Ltd.
Valuation Information - Information being submitted directly to the
Department of Revenue due to its confidential nature
D. Schedule D - Mortgages and Notes Receivable
1. Conewago Industrial - Note Receivable
2. Martin & William Murray - Note Receivable
3. William M. & Jane E. Murray - Note Receivable
E. Schedule E- Cash, Bank Deposits & Misc. Personal Property
1. Allfirst Bank - Bank Letter
2. Personal Property Appraisal (Item 2,3)
3. Centerview Associates (Item 9) - 2002 Schedule K-1
F. Schedule G - Inter-vivos Transfers & Misc. Non-Probate Property - Copy of trust
agreement and date of death valuation information (Item 1)
G. Schedule J - Beneficiaries
1. Copy - Disclaimer - William M. Murray
2. Copy - Charitable Trust Agreement dated June 28, 1990
EXHIBIT
2
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2003-00387 PA No. 21-03-0387
ESTATE OF MURRAY GERALDINE M
(LAb'l', .t<'lKb'l', jVllUULt;)
Late of UPPER ALLEN TOWNSHIP ,
CUlV1Ht;KLAl\IU CUUN'l'Y,
Deceased
Social Security No. 197-40-6791
WHEREAS, on the 6th day of May 2003 an instrument
dated May 16th 2001
was admitted to probate as the last will of MURRAY GERALDINE M
(LAb'l', !:,'lKb'l', jVJ1UULt;)
late of UPPER ALLEN TOWNSHIP , CUMBERLAND County, who died on the
29th day of April 2003 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, DONNA M. OTTO , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to MURRAY MARTIN L and MURRAY WILLIAM M
who have duly qualified as Executor (rix)
and have agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 6th day of May 2003.
--:\Jo"",>, nc Ol:R~s~tl"i\jf ffl[~~
* * NOTE * * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
5/14/01
LAST WILL AND TESTAMENT
OF cccg~V
GERALDINE M. MURRAY
;2..1- 03-381
I, GERALDINE M. MURRAY, do hereby make, publish and declare the
following to be my Last will and Testament, hereby revoking all former Wills
by me at any time heretofore made.
FIRST: I direct my Executor(s), hereinafter named, to pay all my legal
debts and funeral expenses as soon after my decease as conveniently may be
done.
SECOND: All of my tangible personal property owned by me at the time of
my death, together with any insurance policies thereon, I give and bequeath
unto my son, WILLIAM M. MURRAY. This bequest excludes my son, MARTIN L.
MURRAY, solely because he succeeded to my husband's architectural practice.
THIRD: I hereby give and bequeath all the rest, residue and remainder
of my estate, equally (subject however, to the provisions of item "SEVENTH"
below) and absolutely and free of trust to my sons, WILLIAM M. MURRAY and
MARTIN L. MURRAY.
If a son of mine survives me but disclaims any interest hereunder,
such disclaimed interest(s) shall pass to, and be made a part of, the
"Geraldine M. Murray Foundation" created by me by that Trust Agreement -
Charitable Trust dated June 28, 1990 ("Foundation") , provided such Trust is
then described in Sections 501 (c) (3), 170 (c) (2) , 2055 (a) and 2522(a) of the
Internal Revenue Code of 1986, as amended (or successor provision) , and if the
Foundation is not then so described, such disclaimed Lnterest(s) shall pass to
The Murray Family Charitable Foundation to be established under the terms and
conditions set forth in item "FOURTH" below.
If either my son WILLIAM M. MURRAY or MARTIN L. MURRAY does not
survive me, the share of my deceased son shall be distributed per stirpes to
his issue, and if no such issue are then living, per stirpes to my issue,
provided in each instance, however, that if any such issue is then under the
age of forty (40 ) years, his share shall be held for him in a separate trust
provided for in item "FIFTH" .
FOURTH: Any property passing hereunder in accordance with item "THIRD"
shall be held in a charitable trust then described in Sections 501(c) (3),
170 (c) (2), 2055 (a) and 2522(a) ("Code" referring in this Agreement to the
Internal Revenue Code of 1986 and "Reg" to the Treasury Regulations under the
Code) , to be referred to as THE MURRAY FAMILY CHARITABLE FOUNDATION. The
Trustees are authorized to change the name of the trust from time to time.
The trust shall be administered in accordance with the following provisions:
(a) Charitable Distributions
(i) Pay to Recipients. As much of the net
income of the trust as the Trustees shall determine shall
from time to time shall be distributed to Qualified
Charitable Recipient(s).
(ii) Pay Only to Qualified Charitable
Recipient. "Qualified Charitable Recipient" means an
entity that is described in Code Sec. 170(c), 2055 (a) and
2522 (a) . No distribution shall be made to a Recipient
unless at the time of the payment the Recipient is a
Qualified Charitable Recipient. In the case of any
- 2 -
distribution to a Recipient described in Code Sec.
170 (c) (1) the distribution shall be made for exclusively
public purposes. If the Recipient is not a Qualified
Charitable Recipient at the time any payment is required
to be made to it hereunder, the payment shall not be made
to such Recipient and shall instead be paid to such one
or more Qualified Charitable Recipients as the Trustees
shall select, in such amounts or proportions as the
Trustees shall determine.
(iii) Direct Charitable Distributions. As much
of the net income of the trust as the Trustees shall
determine shall from time to time shall be distributed
directly in furtherance of any charitable, scientific,
literary, religious, educational or other purpose that is
described in Code Sec. 501 (c) (3) and permissible for an
organization contributions to which are deductible under
Code Sec. 170 (c) , 2055(a) and 2522 (a) . The Trustees
shall not make distributions for any purpose or engage in
any activity forbidden by any of those sections.
(iv) Corporate Contributions. Income derived
from contributions by corporations shall be distributed
by the Trustees for use solely within the United States
or its possessions.
(v) Preservation of Principal. Any net income
not so distributed shall be accumulated ~nd annually
added to principal. In making decisions concerning the
- 3 -
amount of net income to be distributed by the trust, the
Trustees shall endeavor to offset the effect of inflation
on the value of trust principal.
(vi) Trustees May Incorporate. The Trustees
are authorized to form or cause to be formed a non-profit
corporation devoted to accomplishing the charitable
purposes of the trust, such corporation to be organized
under the laws of any state of the United States as may
be determined by the Trustees. Upon the qualification of
.
any such corporation as an organization (i) that is
exempt from federal income taxation under Code Sec.
501 (a) as an organization described in Code Sec.
501(c)(3), and (ii) to which contributions are deductible
under Code Sec. 170(c)(2), 2055 (a) and 2522 (a) , the
Trustees are authorized to distribute to such corporation
any part or all of the property of the trust as the
Trustees shall determine.
(b) Prohibited Transactions
(i) No Inurement or Private Benefit. The
trust is not formed for pecuniary profit or financial
gain, and no part of the net earnings of the trust shall
inure or be distributable to or for the benefit of any
Trustee or private individual, except that the Trustees
are authorized to pay reasonable compensation and
commissions for services rendered to or for the trust,
- 4 -
and to make distributions in furtherance of the Trust's
charitable purposes.
(ii) No Propaganda. No substantial part of the
activities of the trust shall be the carrying on of
propaganda, or otherwise attempting to infl~ence
legislation (except as may otherwise be provided by Code
Sec. 501 (h) during any fiscal year or years in which the
trust has chosen to utilize the benefits authorized by
that statutory provision) , and the trust shall not
participate in or intervene in (including the publishing
or distributing of statements) any political campaign on
behalf of (or in opposition to) any candidate for public
office.
(iii) Private Foundation Rules. The Trustees
are prohibited from engaging in any act of self-dealing
as defined in Code Sec. 4941 (d) I from retaining any
excess business holdings as defined in Code Sec. 4943(c)
which would subject the trust to tax under Code Sec.
4943, from making any investments which would subject the
trust to tax under Code Sec. 4944, and from making any
taxable expenditures as defined in Code Sec. 4945 (d) .
The Trustees shall make distributions at such time and in
such manner as not to subject the trust to tax under Code
Sec. 4942.
(iv) Corporate Contributions. If any
contributions are made to the trust by a corporate donor,
- 5 -
such contributions and any income or gain thereon or
reinvestment thereof shall not be distributed for any use
outside the United States.
(c) Trustee Must Not Disqualify Trust. The Trustees are
prohibited from exercising any power or discretion granted under
any law or this Agreement that would be inconsistent with the
continuing qualification of the trust as an entity described in
Code Sec. 170(c)(2), 2055 (a) I 2522 (a) , and 501 (c) (3) .
(d) Limited Power of Amendment. The Trustees shall have
the power, acting alone, to amend the trust in any manner required
for the sole purpose of ensuring that the trust qualifies and
continues to qualify as an entity described in Code Sec.
170(c)(2), 2055 (a) , 2522 (a) and 501 (c) (3) . References to the Code
and the Regulations shall be deemed to incorporate changes enacted
or promulgated after the date of this Agreement to whatever extent
is necessary to ensure such continuing qualification.
(e) Additional Contributions. The Trustees are authorized
to receive additional contributions, which shall be added to and
administered as part of the trust property, provided however that
the terms of any such additional contribution shall be consistent
with the continuing qualification of the trust as an entity
described in Code Sec. 170(c)(2), 2055 (a) , 2522 (a) and 501 (c) (3) .
(f) Perpetual Duration. The trust shall be a perpetual
charitable trust.
(g) Governing Law and Trustee Powers. The interpretation
and operation of the charitable trust shall be governed by the
- 6 -
laws of the Commonwealth of Pennsylvania. The Trustees may,
without prior authority from any court, exercise all powers
conferred by this Agreement or by common law or by any Fiduciary
Powers Act or other statute of Pennsylvania or any other
jurisdiction whose law applies to the Trust. The Trustees shall
have absolute discretion in exercising these powers. Except as
specifically limited by this Agreement, these powers shall extend
to all property held by the Trustees until actual distribution of
the property. The powers of the Trustees shall include the
following:
(i) The Trustees may engage in any lawful
activity necessary or appropriate to carrying out the
Trust's charitable purposes and permitted to an
organization described in Code Sec. 501 (c) (3), l70(c)(2),
2055 (a) and 2522(a).
(ii) The Trustees may distribute in cash or in
kind.
(iii) The Trustees may make any election
available under the tax laws in such manner as the
Trustees shall determine.
(iv) The Trustees may retain any property
originally owned by the Settlors, and invest and reinvest
in all forms of real and personal property, whether
inside or outside the United .States, including without
limitation, common trust funds of a corporate Trustee,
----
mutual funds, partnerships (including a partnership in
- 7 -
which a Trustee is a partner) , and other forms of joint
investment (which may but need not be managed by, advised
by, or affiliated with a Trustee) , without regard to any
principle of law limiting delegation of investment
respon~ibility by Trustees.
(v) The Trustees may compromise claims or
debts and abandon or demolish any property which the
Trustees shall determine to be of little or no value.
(vi) The Trustees may sell property at public
or private sale, for cash or upon credit, exchange
property for other property, lease property for any
period of time, and give options of any duration for
sales, exchanges or leases.
(vii) The Trustees may join in any merger,
reorganization, voting-trust plan or other concerted
action of security holders, and delegate discretionary
powers (including investment powers) in entering into the
arrangement.
(viii) The Trustees may borrow from anyone, even
if the lender is a Trustee under this Agreement, and may
pledge property as security for repayment of the funds
borrowed, including the establishment of a margin
account. No Trustee shall be personally liable for any
such loan, and such loan shall be payable only out of
assets of the trust.
- 8 -
(ix) The Trustees may, with respect to any real
property: (i) partition, subdivide or improve such
property and to enter into agreements concerning the
partition, subdivision, improvement, zoning or management
of any real estate in which a trust hereunder has an
interest and impose or extinguish restrictions on any
such real estate; (ii) sell, exchange, lease for any
period, mortgage, alter, or otherwise dispose of such
property and execute any instrument necessary to do that;
and (iii) charge to principal the net loss incurred in
operating or carrying non-income producing real property.
(x) The Trustees may employ a custodian, hold
property unregistered or in the name of a nominee
(including the nominee of any bank, trust company,
brokerage house or other institution employed as
custodian) , and pay reasonable compensation to a
custodian in addition to any fees otherwise payable to
the Trustees, notwithstanding any rule of law otherwise
prohibiting such dual compensation.
(xi) The Trustees may employ and rely upon
advice given by accountants, attorneys, investment
bankers, and other expert advisers, and employ agents,
clerks and other employees, and pay reasonable
compensation to such advisors or employees in addition to
fees otherwise payable to the Trustees, notwithstanding
- 9 -
any rule of law otherwise prohibiting such dual
compensation.
(xii) The Trustees may allocate receipts and
disbursements to income or principal in such manner as
the Trustees shall determine, even though a.particular
allocation may be inconsistent with otherwise applicable
state law.
FIFTH: A separate trust to be formed hereunder in accordance with item
"THIRD" shall be administered in accordance with the following terms and
.
conditions:
(a) So much of the income and/or principal of the trust,
as Trustee(s) in their or his sole discretion, may determine,
shall be paid and distributed to or for the benefit of such
beneficiary and his issue for their support, maintenance, health
care, travel and education (including education in college, trade
school or graduate school) .
(b) The beneficiary for whom a trust has been created
hereunder shall be entitled at his request to withdraw from that
trust an amount not exceeding one-fourth of the remaining balance
of the trust when such beneficiary attains or has attained age
twenty-five (25) , one-third of the remaining balance when such
beneficiary attains or has attained the age thirty (30) , one-half
of the remaining balance when such beneficiary attains or has
attained the age thirty-five (35) , and the entire remaining
balance when the beneficiary attains or has attained the age of
forty (40) years. If such beneficiary should die before making
- 10 -
proper request for the entire balance in his trust, the entire
balance in the trust shall be distributed per stirpes to the issue
of such beneficiary, and if no such issue are then living, per
stirpes to the issue of his parent, and if no such issue are then
living, per stirpes to my issue, with the share o~ any such issue
for whom property is then held in or payable to a separate trust
under this paragraph being added to such separate trust.
SIXTH: My Trustee(s) and Executor(s) hereinafter named, acting jointly
or severally, shall have the following powers and be subject to the following
duties and restrictions in addition to any others given or imposed upon them
or any of them, all without Court approval:
(a) To retain all or any part of my property, real or personal,
constituting my estate or the respective trust estates, for such time as
in their judgment seems best, and without any liability therefor
including any shares of the capital stock of any corporate co-trustee.
To hold, manage and develop any real estate which may be held by them at
any time, to mortgage any such property in such amounts and on such
terms as they deem advisable.
(b) To sell, either at public or private sale, all or any part
of the property, real or personal, at any time constituting my estate or
the respective trust estates, at such time or times, for such price, and
on such terms and conditions as in the judgment of the Trustees will be
for the best interests of the trust or estate, and to lease any real
estate for such term or terms, and upon such conditions and rentals as
they deem advisable, whether or not the term of any such lease shall
- 11 -
exceed the period permitted by law or the probable period of retention
under this instrument.
(c) To invest, reinvest and keep invested in such stocks, bonds
or other securities including stock of any corporate trustee, all moneys
coming into their possession as a part of the principal of the estate or
the respective trust estates, without regard to whether the same shall
at the time of such purchase, or at any time during the period the same
are held, be in the form and character permitted by law as proper for
the investment of trust funds.
(d) To buy investments at a premium or discount, to give proxies
and to join in any recapitalization, merger, reorganization, or voting
trust plan affecting investments, to deposit securities under agreements
and pay assessments, to subscribe for stock and bond privileges and
generally to exercise any and all rights of security holders.
(e) To cause any shares of stock, securities or other
property comprising the principal of the estate or the respective
trust estate to be taken or stand in the name of the nominee of
the Trustees with full power and authority in such nominee to
receive and receipt for all income there from.
(f) To divide the principal of the estate or respective
trust estates into parts or shares whenever necessary for purposes
of distribution or otherwise and to make such distribution in
kind, or partly in kind and partly in money. The judgment of my
Executors and Trustees concerning the values for the purpose of
such division or distribution shall be binding and conclusive on
all parties interested therein.
- 12 -
(g) To make any loans either secured or unsecured in such
amounts, upon such terms, at such rates of interest and to such
persons, firms, or corporations as they may deem advisable.
(h) To retain the principal or corpus or any part thereof
of my estate or any trust created herein in the form of cash.
(i) To borrow money from any person or corporation,
including a corporate trustee, for any purpose in connection with
the administration of my estate or the trusts created hereby and
to pay interest on account of such loans; execute promissory notes
or other obligations for the amounts so borrowed and secure the
payment of any amounts so borrowed and secure the payment of any
real or personal property which may at any time form a part of the
estate or trusts created hereby.
(j) To hold and administer the trust estate in one or more
consolidated fund in whole or in part with other trusts created by
me with the same Trustees in which the separate trusts or funds
shall have undivided interest.
(k) To vote, in respect to any securities which may at any
time form a part of my estate or any trust hereby created, upon
any proposition or election at any meeting and to grant proxies,
discretionary or otherwise; to vote at any such meetings to join
in or become a part of any reorganization, readjustment, merger,
voting trust, consolidation or exchange and to deposit any such
securities with any committee, dep<?sitary, trustee or otherwise
and to payout of my estate or any trust created hereby, any fees,
"-
expenses and assessments incurred in connection therewith and to
- 13 -
charge the same to principal or income as they may see fit to
exercise conversion, subscription, or other rights, or to sell or
abandon such rights and to receive and hold any new securities
issued as a result of such reorganization, readjustment, merger,
voting trust, consolidation, exchange or exercise of conversion,
subscription, or other rights, and generally take all action in
respect to any such securities as they might or could do as
absolute owners thereof.
(1) To compromise claims, on such terms and conditions as
my Executors or Trustees, in their sole and exclusive discretion,
deem appropriate, without obtaining court approval therefor.
(m) To engage attorneys, investment counsel, accountants,
agents and such other persons as they may deem advisable in the
administration of my estate or any trust herein created and to
make such payments therefor as my Executors or the Trustees may
deem reasonable and to charge the expenses thereof to income or
principal as they may determine and to delegate to such persons
any discretion which they may deem proper. The Executors or
Trustees shall not be liable for any negligence, omission or
wrongdoing of such counselor agents, providing reasonable care
was exercised in their selection and to the extent that any
individual liability is imposed upon the Executors or Trustees
other than for his own actual fraud or willful malfeasance, the
Executors or Trustees shall be indemnified out of the principal of
this trust.
- 14 -
(n) To make distribution of either principal or income as
the case may be to or for the benefit of minors as if such minors
were of full age without the intervention of a guardian.
(0) Upon the termination of the respective trust estates,
I direct my Trustees to account for their administration to the
beneficiaries or appointees and to make all necessary conveyances,
transfers and assignments for the purpose of perfecting the legal
title thereto into the ultimate beneficiaries or appointees, and
my Trustees shall be thereby discharged without any application
to, or action by, any court.
(p) The following shall be treated as corpus and not
income:
l. All dividends declared upon corporate stock
payable otherwise than in cash.
2. All profits realized from corporate stock either
upon its sale or upon the sale or dissolution of the issuing
corporation, or otherwise, irrespective of the form or
character of such profits, whether in cash, securities or
otherwise, howsoever.
3. All shares of stock of whatsoever class or
character received by the Executor(s) or Trustee(s) in
connection with or as a part of any reorganization, or
recapitalization of any corporation or any reclassification
of the capital stock of any corporation.
4. Dividends or receipts from regulated investment
companies or any other company or corporation which
- 15 -
represent capital gains realized from the sale of securities
or property by such company or corporation.
(q) To continue as a partner in any partnership of which I
may be a member at the time of my death and to assume any
obligations and be entitled to any rights, powers or privileges in
accordance with any such partnership agreement.
(r) An individual Executor or Trustee, during his
lifetime, may resign by nominating and appointing a successor
Executor or Trustee (individual or corporation) by an instrument
.
in writing, containing the consent of such successor Executor or
Trustee so to serve or may nominate a successor Executor or
Trustee (individual or corporation) in and by his Last Will and
Testament.
(s) To retain any interests in oil, gas or other mineral
resources received from any source and to acquire and retain other
interests in oil, gas or mineral resourceSi to execute as to those
interests any agreements, assignments, contracts, deeds, grants,
leases for any term (even though the term may extend beyond the
termination of the trust) , and any other instruments or documentsi
to manage, control, operate, explore, mine, develop or take any
action for the production, recovery, sale, treatment, storage or
transportation of any interest in oil, gas or other mineral
resourceSi to drill, rework or recomplete wells of any type; to
conduct or participate in secondary recovery operationsi to enter
into agreements for pooling or unitizationi and to install,
operate or participate in the operation of any plant, mine or
- 16 -
other facilities. Interests in oil, gas and other mineral
resources may be retained and acquired without liability for any
loss and without application to any court.
SEVENTH: I direct my Executor(s) to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my estate
or the transfer of any property passing hereunder or otherwise passing by
reason of my death, may be subject, other than generation-skipping taxes, from
the residue of my Estate, except that (i) any such additional taxes (and
interest and penalties thereon) imposed on account of my interest in, or power
over, any trust established by my husband shall be paid out of the property
held in such trust, and all other property includable in my taxable estate for
federal or state tax purposes, whether or not passing under this will, shall
be free and clear thereof, (ii) no such taxes shall be paid out of, or
allocated to, any property which may pass to the Foundation under items
"THIRD" and "FOURTH" above, and (iii) if property passes to the Foundation and
such amount does not pass from the shares of my sons in equal amounts, then
the residual bequests to them or their issue under item "THIRD" shall be
adjusted inter se as necessary to allocate to the share thereunder of my son
who funded through disclaimer the larger sum under items "THIRD" and "FOURTH" ,
the death tax savings realized by my estate as a result of the disclaimer in
excess of that disclaimer (if any) by my other son.
EIGHTH: No interest (whether in income or principal, whether or not a
remainder interest, and whether vested or contingent) of any beneficiary
hereunder shall be subject to anticipation, pledge, assignment, sale or
transfer in any manner, nor shall any beneficiary have power in any manner to
charge or encumber his said interest, nor shall the said interest of any
- 17 -
beneficiary be liable or subject in any manner while in the possession of the
fiduciaries for any liability of such beneficiary, whether such liability
arises from his debts, contracts, torts or other engagements of any type.
NINTH: Any amounts or property which are payable or distributable
hereunder to a minor or incompetent may, at the discretion of the fiduciaries,
be paid to the parent or guardian of such minor or incompetent, to the person
with whom such minor or incompetent resides, or directly to such minor or
incompetent, or may be applied for the use or benefit of such minor or
incompetent.
TENTH: I hereby nominate, constitute and appoint as Executors and as
Trustees of my estate under this my Last will and Testament, my sons,
WILLIAM M. MURRAY and MARTIN L. MURRAY, or the survivor of them. In the event
that neither desires to so act or in the event of the death of both of them
prior to the termination of my estate administration or any trust herein
created, without having named a successor executor or trustee in accordance
with paragraph SIXTH (r) , HERSHEY TRUST COMPANY, with offices in Hershey,
Pennsylvania (or its successor) , shall act as successor Executor or Trustee as
the case may be. My Trustee(s) shall serve as guardian of the property of any
minor beneficiaries hereunder, under any instrument of trust executed by me,
under any policies of insurance on my life, and in any other situation in
which the power to make such appointment exists under the laws of
Pennsylvania. No Executor shall be required to give bond in this or in any
other jurisdiction.
ELEVENTH: If any person entitled to share in distribution under the
terms of this Will becomes an adverse party in any proceeding to contest the
probate of this Will, such person shall forfeit his or her interest hereunder
- 18 -
and all provisions in favor of such person shall be void and of no effect.
The share of such person so forfeited shall be distributed to the other
residuary distributees entitled hereunder.
IN WITNESS WHEREOF, I, GERALDINE M. MURRAY, the Testatrix, to this my
Last will and Testament, typewritten on twenty (20) sheets of paper, have
hereunto set my hand and seal this / ,-tt". day of May, 2001.
Jj.nJ~,"M. ~/ (SEAL)
Geraldine M. Murray
Witnessed:
CU'1-v{ 7J. ()~ residing at 1b~ Ow< ~~.
ttJ~~ ~ residing at 6Ja-PA
.
'-
- 19 -
COMMONWEALTH OF PENNSYLVANIA :
-":r-"., " : SS:
COUNTY OF \ Q'\l~, v 'i) I D :
....,' '~
"
GERALDINE M. MURRAY (the testatrix), t.Lkk) V, O\...~J.b,A_Y,-f)
and \L,~ tr'; (l.r; (the witnesses), whose names are signed to the
foregoing instrument, t duly sworn, each hereby declares to the
undersigned authority that the estatrix signed and executed the instrument as
her last will in the presence of the witnesses and that she had signed
willingly, 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 his knowledge the testatrix was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
WITNESS: TESTATRIX:
E I~ O()'~LLL~ A J)~~ y\{. ~~.
Geraldine M. Murray
WITNESS:
~;4,~
Subscribed, sworn to and acknowledged before me by Geraldine M. Murray, the
testatrix, and subscribed and sworn to before me by
c, \ ,\ i r", \. <-", [. f, ' , \ fI'! \\ r: , ' " !,
C \,.(or-, "~ (;', :t:,,\ \\-",G_T) and \}"'-' \. /y\(9J,\" fr'11 11(' i \, -'in L~ the witnesses,
'-\,
I \
this \lr day of May, 2001. \,J
I," C r-
\ ~ f\ "OJ r; ,.- .').;_-,.". ,,\< \ . "r'" f\
\ '_'( C \"--"-\: '\ \" ~ V.) ( \t.\ t -~ _-\,
Notary PUbliC\,,__))
(SEAL)
Notarial Seal
Vickie L. Meckley, Notary Public
Harrisburg, Dauphin County
My Commis..c;io;', "".:~~ims June 7. 2004
MerntlE" "', :;;Yi:ciiHaAssOClationofNot8ries
.. 20 -
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EXHIBIT C
EXHIBIT D
EXHIBIT
1
\ ~
.seJ.JOo 1 AMORTIZATION SCHEDULE 4/08/94 PAGE 3
MARTIN & WILLIAM MURRAY
PRINCPAL 232,871.78
INTEREST RATE 6.550 %
DUE PMT
DATE NO. BALANCE
06/26/01 87 149,560.88
07/26/01 88 148,355.42
08/26/01 89 147,143.38
09/26/01 90 145,924.73
10/26/01 91 144,699.43
11/26/01 92 467.44
12/26/01 93 .7
ANNUAL TOTAL
01/26/02 94 140,983.24
02/26/02 95 , .
03/26/02 96 138,471.85
04/26/02 97 137,205.87
OS/26/02 98 135,932.98
06/26/02 99 134,653.14
07/26/02 100 . 133,366.31
08/26/02 101 132,072.46
09/26/02 102 130,771.55
10/26/02 103 129,463.53
11/26/02 104 128,148.38
12/26/02 105 126,826.05
ANNUAL TOTAL ,
01/26/03 106
02/26/03 107
03/26/03 108
04/26/03 109
OS/26/03 110 2 .
06/26/03 III 2 021.81
07/26/03 112 2,021.81 v
, . , .
08/26/03 113 2,021.81 /J,381.19 640.62- 115,984.20
09/26/03 114 2,021.81 "1,388.73 633.08.' /' 114,595.47
10/26/03 115 2,021.81 1,396.31 625.50 113,199.16
11/26/03 116 2,021.81 1,403.93 617.88 111,795:23
12/26/03 117 2,021.81 1,411.59 610.22 110,383.64
ANNUAL TOTAL 24,261. 72 16,442.41 7,819.31
01/26/04 118 2,021.81 1,419.30 602.51 108,964.34
02/26/04 119 2,021.81 1,427.05 594.76 107,537.29
03/26/04 120 2,021.81 1,434.84 586.97 106,102.45
04/26/04 121 2,021.81 1,442.67 579.14 104,659.78
OS/26/04 122 2,021.81 1,450.54 571. 27 103,209.24
06/26/04 123 2,021.81 1,458.46 563.35 101,750.78
07/26/04 124 2,021.81 1,466.42 555.39 100,284.36
08/26/04 125 2,021.81 1,474.42 547.39 98,809.94
09/26/04 126 2,021.81 1,482.47 539.34 97,327.47
10/26/04 127 2,021.81 1,490.56 531. 25 95,836.91
11/26/04 128 2,021.81 1,498.70 523.11 94,338.21
12/2.6/04 129 2,021.81 1,506.88 514.93 92,831.33
ANNUAL TOTAL 24,261.72 17,552.31 6,709.41
'3;7 ( ;fJ) { 5r{Z..,/ It L ~ <J (;.... t:J
~^f \
;
te'd 8ge::: 99L LtL ~~~d '~I~~sncrNI O~~M3NOO Wd :::e:ze :::e0Z-tZ-'nr
EXHIBIT
2
c V
SCM001 AMORTIZATION SCHEDULE 4/05/94 PAGE 3
MARTIN MURRAY It WILLIAM MURRAY
PRINCPAL 203,526.00
INTEREST RATE 6.550 %
DUE PMT PAYMENT
DATE NO. AMOUNT PRINCIPAL INTEREST BALANCE
06/04/01 87
07/04/01 88
08/04/01 89
09/04/01 90
10/04/01 91
11/04/01 92
12/04/01 93
ANNUAL TO'l'AL
..
01/04/02 94
02/04/02 95
03/04/02 96
04/04/02 97
05/04/02 98
06/04/02 99
07/04/02 100
08/04/02 101
09/04/02 102
10/04/02 103
11/04/02 104
12/04/02 105
ANNUAL TOTAL
01/04/03 106
02/04/03 107
03/04/03 108
04/04/03 109 f-
05/04/03 110
06/04/03 111
0 112
~/04/03 113 .
9/04/03 114 553.30
, 1-0/04/03 115 546.67
11/04/03 116 540.01
12/04/03 117 533.32
ANNUAL TOTAL 6,833.92
01/04/04 118 1,767.03 1,240.45 526.58 95,232.59
02/04/04 119 1,767.03 1,247.22 519.81 93,985.37
03/04/04 120 1,767.03 1,254.03 513.00 92,731. 34
04/04/04 121 1,767.03 1,260.87 506.16 91,470.47
05/04/04 122 1,767.03 1,267.75 499.28 90,202.72
06/04/04 123 1,767.03 1,274.67 492.36 88,928.05
07/04/04 124 1,767.03 1,281.63 485.40 87,646.42
08/04/04 125 1,767.03 1,288.63 478.40 86,357.79
09/04/04 126 1,767.03 1,295.66 471. 37 85,062.13
10/04/04 127 1,767.03 1,302.73 464.30 83,759.40
11/04/04 128 1,767.03 1,309.84 457.19 82,449.56
12/04/04 129 1,767.03 1,316.99 450.04 81,132.57
ANNUAL TOTAL 21,204.36 15,340.47 5,863.89
lA ItJf1.tlfr~/1i L R~Al;:J \ i
~U J f'r (.[\$ /) <j fA
<::0'd 890~ 99.1.. .1..t.1.. ~~~d '~I~iSnaNI O~~M3NO~ Wd p0:<::0 ~00<::-t<::-'nr
EXHIBIT
3
SCM001 AMORTIZATION SCHEDULE 10/14/93 PAGE 3
WILLIAM M & JANE E MURRAY
PRINCPAL 275,000.00
INTEREST RATE 5.690 %
if/ f .y /7
DUE PMT PAYMENT
DATE NO. AMOUNT PRINCIPAL INTERES'l' BALANCE
./09/01/01 88 2,274.80 1,465.15 809.65 169,286.85
V10/01/01 89 2,274.80 1,472.10 802.70 167,814.75
111/01/01 90 2,274.80 1,479.08 795.72 166,335.67
/12/01/01 91 2,274.80 1,486.09 788.71 164,849.58
ANNUAL TOTAL 27,297.60 17,377.43 9,920.17
>/01/01/02 92 2,274.80 1,493.14 781.66 163,356.44
v02/01/02 93 2,274.80 1,500.22 774.58 161,856.22
';03/01/02 94 2,274.80 1,507.33 767.47 160,348 ;89
./04/01/02 95 2,274.80 1,514.48 760.32 158,834.41
./05/01/02 96 2,274.80 1,521.66 753.14 157,312.75
:;:g6/01/02 97 2,274.80 1,528.88 745.92 155,783.87
07/01/02 98 2,274.80 1,536.12 738.68 '.54,247.75
,,08/01/02 99 2,274.80 1,543.41 731.39 152,704.34
>109/01/02 100 2,274.80 1,550.73 724.07 151,153.61
\/10/01/02 101 2,274.80 1,558.08 716.72 149,595.53
.-1.1/01/02 102 2,274.80 1,565.47 709.33 148,030.06
v12/0~92 103 2,274.80 1,572.89 701.91 146,457.17
ANNUAL TOTAL 27,297.60 18,392.41 8,905.19
.Jb1/01/03 104 2,274.80 1,580.35 694.45 144,876.82
';02/01/03 105 2,274.80 1,587.84 686.96 143,288.98
/03/01/03 106 2,274.80 1,595.37 679.43 141,693.61
/04/01/03 107 2,274.80 1,602.94 671.86 140:090.67
./05/01/03 108 . 2,274.80 1,610.54 664.26 138,480. 13'
/06/01/03 .109 2,274.80 1,618.17 ';/ 656.63 13E5,861.96../
v07/01/03 110 2,274.80 1,625.85 ,.--- 648.95 135,236.11'
/08/01/03 111 2,274.80 1,633.56'/ 641.24........... 133,602.55"
09/01/03 112 2,274.80 1,641.30.....- 633.50- 131,961.25
10/01/03 113 2,274.80 1,649.08 625. 72 .~ 130,312.17'-
11/01/03 114 2,274.80 1,656.90 617.901 128,655.27
12/01/03 115 2,274.80 1,664.76 610.04 126,990.51
ANNUAL TOTAL 27,297.60 19,466.66 7,830.94
01/01/04 116 2,274.80 1,672.65 602.15 125,317.86
02/01/04 117 2,274.80 1,680.58 594.22 123,637.28
03/01/04 118 2,274.80 1,688.55 586.25 121,948.73
04/01/04 119 2,274.80 1,696.56 .578.24 120,252.17
05/01/04 120 2,274.80 1,704.60 570.20 118,547.57
06/01/04 121 2,274.80 1,712.69 562.11 116,834.88
07/01/04 122 2,274.80 1,720.81 553.99 115,114.07
08/01/04 123 2,274.80 1,728.97 545.83 113,385.10
09/01/04 124 2,274.80 1,737.17 537.63 111,647.93
10/01/04 125 2,274.80 1,745.40 529.40 109,902.53
11/01/04 126 2,274.80 1,753.68 521.12_-~~O8,148.85
12/01/04 127 2,274.80 1,761.99 512.81 -106,386.86
ANNUAL TOTAL 27,297.60 20,603.65 6,693.95
01/01/05 128 2,274.80 1,770.35 504.45 104,616.51
02/01/05 129 2,274.80 1,778.74 496.06 102,837.77
.
EXHIBIT E
EXHIBIT
1
Il allflrst" Allfirst Financial Center N.A.
A Division of M and T Bank PO. Box 900
~hm~~Q7.)~~412~i
Fax (302) 934-2955
May 23, 2003
McNees, Wallace & Nurick, LLC
Attorneys At Law
100 Pine Street
PO Box 1166
Harrisburg, P A 171 08-1166
Re: Estate of Geraldine M Murrav
Social Securitv: 197-40-6791
Date of Death: April 29. 2003
Dear Sir or Madam:
Per your inquiry dated May 15, 2003, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1. Type of Account Relationship Checking W/lnterest
Account Number 0010652175
Ownership (Names oj) Geraldine M Murray, Owner
William M Murray, MD., POA
Opening Date 12/28/94
Balance on Date of Death $6,613.96
Accrued Interest $ .28
Total $6,614.24
This letter does not include any accounts in which the deceased may have been /isted as Power of Attorney,
Custodian of Uniform Transfers, Representative Payee, or Trnstee under a Written Agreement.
For further account information, closures and/or reimbursement offunds refer to below branch:
MECHANICSBURG OFFICE
5219 SIMPSON FERRY ROAD
MECHANICS BURG, PA 17055
717-255-2031
Sincerely,
EXHIBIT
2
,
ROBERT E.l ~SMINGER A~ PRAISERS
REAL ESTATE and PERSONAL PROPERTY
3557 ELMERTON A VENUE
HARRISBURG, PA 17109-1132 July 23, 2003
PHONE 717-652-4111
FAX 717-541-9444 William M. Murray, MD
E-MAIL: 5020 Ritter Road, Suite 211
threecomps@PAnetwork.com Mechanicsburg, PA 17055
RE: Estate of Geraldine M. Murray
Dear Dr. Murray:
In accordance with your request, I have appraised the personal property of
Geraldine M. Murray, deceased. The property is located at 2650 Spring Hill
Lane, Enola, PA 17025.
The values shown have been arrived at after a careful study of the property. I
believe it to reflect a true measure of its market value as of July 1, 2003.
There has been no change in value of the items since the date of death on
April 30, 2003.
Market value is defined as being the most reasonable or probable price in
terms of money that real or personal property will bring in an open and
competitive market under all conditions requisite to a fair sale, the buyer and
seller each acting prudently and knowledgeably, and assuming the price is not
affected by undue stimulus.
Taking into account all of the factors set forth in the page that follows, it is
the opinion of the undersigned that the fair market value of the personal
property is Nine Thousand One Hundred Dollars ($9,100.00.)
Employment in and compensation for making this appraisal are in no manner
contingent upon the value reported and I certify that I have no financial
interest in the property appraised, present or contemplated.
Very truly yours,
KrU;/~~
Robert A. Ensminger
---
Estate of Geraldine M. Murray
1989 Mercedes 300SE, 43,999 Miles $ 6,450.00
Carved dresser & mirror $ 300.00
Dresser lamps $ 20.00
~~
Twin bed, 2 bedside tables $ 125.00
Chest of drawers $ 250.00
----------
Radio $ 5.00
Shower chair $ 10.00
3 Oil paintings $ 150.00
Electric wheel chair $ 500.00
.~
Walkerette $ 40.00
Lounge chair $ 20.00
1---
Torchiere lamp $ 10.00
--- -------.-----.----------
2 bookcases $ 20.00
I---~. ------.----
Books $ 5.00
----
Smail couch $ 20.00
Leather-top Queen Ann desk & chair $ 210.00
Desk lamp $ 15.00
1-------- -.
~_ drawer filing cabin~L~~______ $ 10.00
S'!l3JLref!~g~rator $ 30.00
...---- .--- ---------.'----
!.~I~phone 1$ 10.00
~--------_._-----------_. - I
Phill!ps}~" TV and ca~in~t_~____.____~_ i$ 250.00
Desk set $ 10.00
--~--- ------
Dictionaries '$ 5.00
------_._---".._-~-~----_._------_..- ------
Bedside commode $ 10.00
...__._.._-_..._------~---~--_._.. ---------- ~
PVC toilet chair $ 10.00
-----.--------- --------------
Fan $ 5.00
--'-------------~- -
2 leather handbags $ 10.00
!.iffa~~JJ3~gold_watch w/18K gold band $ 600.00
TOTAL $ 9,100.00
Page 1 of 1
EXHIBIT
3
15 .
OULE K-1 part..",'s Share of Income, Credits, Deductions, etc. I OMS No. 1545.0eg9
fI 1065) For calendar year 2002 or tax year 2002
men! of the Treasury . . . I
al Revenu. Serv,c. beGlnmn , and endlno .
rtner's identifyin number . 197- 40 - 6791 Partnershio's identi in number ~ 52 -119 7 4 8 9
artner's name, address, ane ZIP COoe I Partnership's name, address, and ZIP code
CENTERVIEW ASSOCIATES
GERALDINE M. MURRAY ~IMITED PARTNERSHIP
2650 SPRING HILL LANE 10 STANFORD MGMT GROUP 9021 TOWN CENT:
ENOLA. PA 17205 RADENTON FL 34202
A This partner IS a l .1 general oartner [XJ limited partner I F Partner's share of liabilities:
o limitea liability company member Nonrecourse ...................... .u...... $
B What type cr entity is thiS partner? ~ INDIVIDUAL Qualified nonrecourse financing........ $ 11 7 / 274.
G Is this partner a i X I domestic or a 0 foreign partner? Other ................................. ........ $ O.
C . l (i) Before Change (Ii) End ot
o ~nter partner s or termination y.ar
perCentage at: G Tax shelter registration number ~
Profit sharing % 3 . 1666600% H Check here if thiS partnerSi'llp is a publicly traded partnersnip
Loss sharingu...... % 3 .1666600% as defined in section 469(k)(2)...... ................ ........... 0
Ownershlo of caoital % 3 . 2661190%
E !RS C.n'er wner. cannersn'o ;,Ieo return: OGDEN UT I Check aoolicable boxes: 1 0 Final K-1 12 1==:1 Amended K-1
J Analvsis 01 oartner's caoital account:
I' '. (c) Partner's share of lines . I' (e) Capital account at end
(a) Capital account at (b) Capital contnouted 3,4, and 7, Form 1065, (d) V-V:lthdrawaJs and of year (combine
beglflnlflg or year dUring year Schedule ;1;1-2 distributions columns (a) throuah (d))
- 7 0 , 40 1 . I - 2 r 54 9. I ( 11 _ 72 r 95 0 .
' I I
. .;.. . I (c) 1040 filers enter the
I 1'10,.",,"",,,,".,, It,m 1'1 Am"" I .m""Ii" ool"m" (bl 00:
1 Ordinary income (/OSS) from traae or buslfless activities ......................... .......... I 0.11
. . .. I 2 543 I l See ~age e of Partner's InstrUCtiOnS
2 Net Income (loss) from rental realestareactlvlt!eS ...... ............. ........... ............. _ , .: P forScnecUleK-1(Forml0es)
3 Net income (loss) from other rental actiVities ......... ........ ...... ..... . ............... ! j)
4 Portfolio income (lOSS): a Interest...................................... ..... ....... ....... I 7 .i Sch. B, Part I, line 1
- b Ordinary dividends ..... ................................................................ ...... i i Sch. B, Part 1I,Iine 5
~ c Royalties ...... .............. .......................................... ............ ......... I i Sch. E, Part 1,Iine 4
::; d Net snon-term capital gain (loss) ..... .............................. ........ ..... I I Sch. 0, line 5. col. (I)
5 e (1) Net long-term capital gain (lass).................. ................. ........ I I Sch. D, line 12, col. (f)
g (2) 28% rate gain (loss) ......... ...................................... ....... ........ 1 ! Sch. 0, line 12, col. (g)
- f ;~~~"::~::Ii:.~':~:';,O;;J I;";'"'~";d;t;i .... .......... ...................... ........ ii I ~:: ::'::::"::~:f:~::':
5 Guaranteed payments to partner................. .................... ........ ............: I) S.e~ageeaIPJflner.slns'r~ctlQns
. I 'I for Sanecule K-' (Farm lOBS)
6 Net sec. 1231 gain (loss) (other than casualty or theft)
.. " - . . . . . . . . . . . . . . . . . . . . . . . .
7 Other income floss} (attach schedule) I i Eoter 'On anolieaole i'ne 01 'lour re'urn
' 8 Chantaole contributions (attach scheOule)................. .... ....... ..................... ! ! Sch. A,line 15 or 16
~ g 9 Sectlon 179 expense deduction...... .............. .................... .... ..... ! ! 'f
0).- " .. . . See ~ages 7 and 8 01 Partner's
0- 10 Deductions re,ated to portfOlio Income (attach scheaule) ..................... ..... ..... I I Instructions lor ScneouleK-l
. . I I (Form laBS)
11 Other deductions (attacn schedulel I
c: 13 Other credits .......... ........ ..... ....... ........ ........ ....... ................... ..... ....... I iEnteronapPlLcableitnesofyourre,urni
EW 14 a interest expense on investment debts I I Form 4952 line 1
~ ~ b (1 )Investment Income inCluded on lines 4a, 4b,4~~ '~~d"4;'~b;'~~"':: ::.:...:...... ! 7 ./), See ~a~e 9 of Partner's instructions
~ - . '. I I lor SCneCule K-l (Form lOBS)
-=..~ 12)lnveslment expenses Incluaea online 10 above ......... .... ........ ...... ........ ........ . . '
:~2 15 a Net earnlflgs (loss) from self-employment ..................................... ........ I 0 .! Sch. SE, Section A or 8
e-= b Gross farmingorfisning income.............................................. ....... .......... I 11 See oage 9 of Partner's Instrucllons
(.) c Gross nonfarm Income j 'i lor SCneoule K'l (Form laBS)
Ii: 16: ;:~:t~:t;~:".:;~:~:'m '" P"De""",,'",,"""'" 1986 ................... ... ............... ~ 96 . i} ~:.::;~:~ ~;~~~c~I;;;):d
<C - e Other aajustments and tax oreference Items (attach SChedule 1 Instructions lor Form 0251
II 19 Tax-exempt interest income ....................................................... ....... ...... I I Form 1040, line 8b
... 20 Other tax-exempt Income i 11
8 21 Nondeductible exoenses ................................SEE....STATEMENT.................... i 13 .J ~':rr:;~~:s9(~~~0~~~~~:"'s
22 Distributions of money (cash ana marketable securities) ............... ...................... I ! I (Form 10B.5)
23 Distributions of orooertv other than monev Ii)
JWA For Paperwork Fleduction Act Notice, see Form 1065 Instructions. No Information Required for Page 2 Schedule K-1 (Form 1065) 2002
2111e1
EXHIBIT F
Estate Valuation
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File ID: murray geraldine 2403
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
1) 300 ARROW INTL INC (042764100)
,
NASDAQ
04/29/2003 43.25000 43.12000 H/L
43.185000 12,955.50
2) 400 ARTESIAN RESOURCES CORP (043113208)
CL A
NASDAQ
04/29/2003 32.00000 31.85000 H/L
31.925000 12,770.00
3) 300 BRADY CORP (104674106)
NYSE
04/29/2003 33.63000 33.10000 H/L
33.365000 10,009.50
0.2 E 04/08 R 04/10 P 04/30/03 60.00
4 ) 300 CALIFORNIA WTR SVC GROUP (130788102)
NYSE
04/29/2003 27.59000 27.25000 H/L
27.420000 8,226.00
5) 159 CIMAREX ENERGY CO (171798101)
NYSE
04/29/2003 19.80000 19.30000 H/L
19.550000 3,108.45
6) 300 CLOROX CO DEL (189054109)
NYSE
04/29/2003 46.40000 45.26000 H/L
45.830000
0.22 E 04/28 R 04/30 P 05/15/03 + 0.220000
46.050000 13,815.00
7) 600 DST SYS INC DEL (233326107)
NYSE
04/29/2003 31.27000 30.21000 H/L
30.740000 18,444.00
Page 1 '-
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File ID: murray geraldine 2403
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
8 ) 600/ELECTRONICS FOR IMAGING INC (286082102)
J NASDAQ
04/29/2003 19.25000 17.11000 H/L
18.180000 10,908.00
9) 325 F&M BANCORP MD (302367107)
NASDAQ
04/29/2003 48.14000 47.51000 H/L
47.825000
0.29 E 04/29 R 05/01 P 05/15/03 + 0.290000
48.115000 15,637.38
10) 1000 FULTON FINL CORP PA (360271100)
NASDAQ
04/29/2003 20.02000 19.76000 H/L ,/
19.8,90000 19,890.00
11) 500 GREAT PLAINS ENERGY INC (391164100)
NYSE
04/29/2003 26.19000 25.92000 H/L
26.055000 13,027.50
12) _~OO HELMERICH & PAYNE INC (423452101)
NYSE
04/29/2003 25.44000 24.72000 H/L
25.080000 12,540.00
13) 1400 HOST MARRIOTT CORP NEW (44107P104)
NYSE
04/29/2003 8.13000 7.90000 H/L
8.015000 i' 11,221.00
14) 250 KIMBERLY CLARK CORP (494368103)
NYSE
04/29/2003 50.45000 49.73000 H/L
50.090000 ' 12,522.50
15) 700 LANDRYS RESTAURANTS INC (51508L103)
/ NYSE
04/29/2003 18.45000 17.80000 H/L
18.125000 12,687.50
Page 2
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File ID: murray geraldine 2403
Shares Security Mean &Ior Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
16) 1000 LIMITED BRANDS INC (532716107)
NYSE
04/29/2003 14.88000 14.24000 H/L
14.560000 14,560.00
17) 800 MACDERMID INC (554273102)
NYSE
04/29/2003 22.45000 21.75000 H/L
22.100000 17,680.00
18) 700 MEDQUIST INC (584949101)
j NASDAQ
04/29/2003 18.35000 17.92000 H/L
18.135000 12,694.50
19) 400 MURPHY OIL CORP (626717102)
NYSE
04/29/2003 42.46000 40.67000 H/L
41.565000 16,626.00
20 ) 500 NASDAQ 100 TR (631100104)
ASE
04/29/2003 28.06000 27.41000 H/L
27.735000 13,867.50
21) 500 PAPA JOHNS INTL INC (698813102)
NASDAQ
04/29/2003 24.32000 23.66000 H/L
23.990000 11,995.00
22) 600 QUIKSILVER INC (74838C106)
NYSE
04/29/2003 33.50000 32.00000 H/L
32.750000 19,650.00
23) 120 SCHERING PLOUGH CORP (806605101)
.., NYSE
04/29/2003 17.68000 17.25000 H/L
17.465000 2,095.80
Page 3
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 . Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File 10: murray geraldine 2403
Shares Security Mean &Ior Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
24) 400 SMUCKER J M CO (832696405)
COM NEW
NYSE
04/29/2003 37.00000 36.40000 H/L
36.700000 14,680.00
25) 400 TELEFLEX INC (879369106)
NYSE
04/29/2003 39.00000 38.04000 H/L
38.520000 15,408.00
26) 700 THERMO ELECTRON CORP (883556102)
. NYSE
04/29/2003 18.20000 17.72000 H/L
17.960000 12,572.00
27 ) 250 UNION PAC CORP (907818108)
NYSE
04/29/2003 60.00000 59.67000 H/L
59.835000 ' 14,958.75
28 ) 600 UNITED NAT FOODS INC (911163103)
NASDAQ
04/29/2003 29.32000 28.30000 H/L
28.810000 17,286.00
29) 500. WENDYS INTL INC (950590109)
j NYSE
04/29/2003 29.09000 28.61000 H/L
28.850000 14,425.00
30) 25000 MANHEIM TWP PA SCH DIST G.O. BDS (563231QD4)
FT Intr.
DTD: 09/15/2000 Mat: 06/01/2003 4.4%
~ 04/29/2003 100.27200 100.26900 A/B
./ 100.270500 25,067.63
Int: 12/01/2002 to 04/29/2003 452.22
31) 50000 DOWNINGTOWN PA AREA SCH DIST G.O. SCH (261 097MH9)
FT Intr.
DTD: 12/15/1998 Mat: 02/01/2004 4%
04/29/2003 102.19600 102.16600 A/B
102.181000 51,090.50
Int: 02/01/2003 to 04/29/2003 488.89
Page 4
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818 ) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File ID: murray geraldine 2403
Shares Security Mean &Ior Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
32) 25000 MONTGOMERY CNTY PA G.O. BDS (613579PA3)
FT Intr.
DTD: 07/01/1999 Mat: 07/15/2004 4.1%
04/29/2003 103.53700 103.48800 A/B
103.512500 25,878.13
Int: 01/15/2003 to 04/29/2003 296.11
33) 20000 LANCASTER CNTY PA G.O. BDS (514040NA8)
FT Intr.
../ DTD: 11/01/1999 Mat: 11/01/2004 4.4%
v 04/29/2003 104.89400 104.83300 A/B
104.863500 20,972.70
Int: 11/01/2002 to 04/29/2003 435.11
34) 20000 DERRY TWP PA MUN AUTH SWR REV SWR REV B (250063ENO)
OTC
DTD: 11/15/1998 Mat: 12/15/2004 3.85%
04/29/2003 103.02600 102.98100 A/B
103.003500 20,600.70
Int: 12/15/2002 to 04/29/2003 286.61
35) 30000 BANGOR PA AREA SCH DIST G.O. BDS (060205EN7)
FT Intr.
DTD: 04/15/1999 Mat: 03/15/2005 3.95%
04/29/2003 104.76400 104.68800 A/B
104.726000 31,417.80
Int: 03/15/2003 to 04/29/2003 144.83
36) 50000 MANHEIM TWP PA SCH DIST G.O. BDS (563231QF9)
FT Intr.
DTD: 09/15/2000 Mat: 06/01/2005 4.5%
04/29/2003 106.39300 106.30800 A/B
106.350500 53,175.25
Int: 12/01/2002 to 04/29/2003 925.00
37) 30000 PENNSYLVANIA ST G.O. BDS (7 09141LAl)
FT Intr.
DTD: 10101/1999 Mat: 10101/2005 5%
./ 04/29/2003 108.41500 108.31500 A/B
108.365000 32,509.50
Int: 04/01/2003 to 04/29/2003 116.67
Page 5
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File 10: murray geraldine 2403
Shares Security Mean &Ior Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
38) 20000 LACKAWANNA CNTY PA G.O. BDS (505480SQ7)
FT Intr.
DTD: 04/15/1999 Mat: 01/01/2006 4.1%
;/ 04/29/2003 106.33100 106.22300 A/B
106.277000 21,255.40
Int: 01/01/2003 to 04/29/2003 268.78
39) 30000 BOYERTOWN PA AREA SCH DIST G.O. BDS (103405HZ2)
FT Intr.
DTD: 04/01/1999 Mat: 02/01/2006 4.1%
04/29/2003 106.52400 106.41300 A/B
106.468500 31,940.55
Int: 02/01/2003 to 04/29/2003 300.67
40 ) 25000 LOWER DAUPHIN PA SCH DIST G.O. BDS (548108KN8)
FT Intr.
DTD: 10/15/2000 Mat: 09/15/2006 4.55%
04/29/2003 105.28500 105.20900 A/B
105.247000 26,311.75
Int: 03/15/2003 to 04/29/2003 139.03
41 ) 40000 PENNSYLVANIA ST G.O. BDS ( 7 0 914 1 JH 9 )
FT Intr.
DTD: 12/01/1998 Mat: 12/01/2006 4.5%
04/29/2003 109.75800 109.61200 A/B
109.685000 43,874.00
Int: 12/01/2002 to 04/29/2003 740.00
42) 25000 CENTRAL BUCKS PA SCH DIST G.O. FXD (152735LYO)
FT Intr.
- -- DTD: 11/01/2000 Mat: 02/01/2007 4.7%
04/29/2003 109.28100 109.13000 A/B
109.205500 27,301.38
Int: 02/01/2003 to 04/29/2003 287.22
43) 55000 COCALICO SCH DIST PA LANCASTER G.O. BDS (191258KK7)
FT Intr.
DTD: 02/01/1999 Mat: 02/15/2007 4.1%
04/29/2003 101.92700 101.89600 A/B
101.911500 56,051.33
Int: 02/15/2003 to 04/29/2003 463.53
Page 6
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File ID: murray geraldine 2403
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
44) 25000 MIDDLETOWN PA AREA SCH DIST G.O. BDS (597212KA6)
OTC
DTD: 04/01/2001 Mat: 03/01/2007 4%
04/29/2003 105.30500 105.19300 A/B
105.249000 26,312.25
Int: 03/01/2003 to 04/29/2003 161.11
45) 25000 PENNSYLVANIA ST TPK COMMN TPK TURNPIKE (7 09223NV9)
OTC
/ DT D : 05/01/2001 Mat: 06/01/2007 4.1%
04/29/2003 107.78400 107.53400 A/B
107.659000 26,914.75
Int: 12/01/2002 to 04/29/2003 421.39
46) 30000 COUNCIL ROCK PA SCH DIST G.O. BDS (222263FD2)
FT Intr.
DTD: 03/01/1999 Mat: 11/15/2007 4%
04/29/2003 107.98700 107.73700 A/B
107.862000 32,358.60
Int: 11/15/2002 to 04/29/2003 546.67
47) 30000 SHADE-CENTRAL PA CITY SCH DIST G.O. BDS (818821CDO)
OTC
DTD: 01/15/2001 Mat: 02/15/2008 4.3%
04/29/2003 105.06000 104.95000 A/B
105.005000 31,501. 50
Int: 02/15/2003 to 04/29/2003 265.17
48) 30000 DOVER PA AREA SCH DIST G.O. BDS (260358HB5)
FT Intr.
DTD: 03/01/2001 Mat: 04/01/2008 4.1%
04/29/2003 107.57400 107.32400 A/B
107.449000 32,234.70
Int: 04/01/2003 to 04/29/2003 95.67
49) 50000 RADNOR TWP PA SCH DIST G.O. BDS (750599DU3)
FT Intr.
DTD: 12/01/2000 Mat: 11/15/2008 4.75%
04/29/2003 111.79900 111.54900 A/B
111.674000 55,837.00
Int: 11/15/2002 to 04/29/2003 1,081.94
Page 7 ........
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
Date of Death: 04/29/2003 Estate of: Geraldine Murray
Valuation Date: 04/29/2003 Account: Geraldine Murray TUA 2303
Processing Date: 05/01/2003 Report Type: Date of Death
Number of Securities: 51
File 10: murray geraldine 2403
Shares Security Mean &Ior Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
50) 30000 HERMITAGE PA SCH DIST G.O. BDS (42758 6DC3)
OTC
DTD: 01/01/2001 Mat: 09/01/2009 4.6%
04/29/2003 105.39300 105.28100 A/B
105.337000 31,601.10
Int: 03/01/2003 to 04/29/2003 222.33
51) 40000 KISKI PA AREA SCH DIST GO BDS (4977 52DQ5)
OTC
DTD: 03/15/2003 Mat: 03/01/2010 3.4%
04/29/2003 101.89400 101.64400 A/B
101.769000 40,707.60
Int: 03/15/2003 to 04/29/2003 166.22
Total Value: $1,131,175.00
Total Accrual: $8,365.17
Total: $1,139,540.17
>..;:;..~
3,239 Common Trust Fund - Value Equity 767,856.01 '
135 Common Trust Fund - Fixed Income ,/
146,198.38
Muni-Fund 486,807.02 Plus $ 351.13 accrued
income
Total Trust Value 4/29/03 $ ~S4~4~~i8 $2.540.752.71
Page 8
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Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 6.4.2)
APR-29-03 rUE 02:56 PM P. 02
"
,
REVOCABLE TRUST AGREEMENT
TIllS TRUST AGREEMENT, made the~t1y of Ia'\^y , 1998 between Geraldine
M. Murray of Harrrisbur& Pennsylvania, Olerein called Settlor), and HERSHEY TRUST
COMPANY, of Hershey, Pennsylvania, and its successors, (herein called Trustee).
WITNESSETH THAT:
1. TruSJ Property. The Settlor does hereby transfer and deliver to the Trustee
the property listed on the schedule annexed hereto, to have and to hold the same, and any cash,
securities or other property which the Trustee may, pursuant to any of the provisions hereof, at
any time hereafter hold or acquire, aU of such property being herein referred to as the tnJ.st estate,
in trust. for the uses and purposes and upon the terms and conditions following:
2, Di~PQsitive Provision~, The Trustee shall hold, manage, invest and reinvest
the trust estate, and shall collect the income thereof and dispose of the net income and prinCipal as
follows:
(a) During the lifetime of the Settlor, the Trustee shall pay to or for the
use of the Settlor, in quarter annual or more frequent installments, the net income of the trust
estate. Any income not so distributed may be accumulated and invested in the saine manner as
the corpus of the trust estate. In addition to the income. there shall be paid to the Settlor or .
applied for his use out of the corpus, at any time and from time to time, such amounts, ifany. as
the Trustee in its discretion shall determine to be necessary for his maintenance, medical, dentai, .
surgical, nursing, hospital, institutional and psychiatric care, comfort and welfare. In addition to
- 1 -
APR-29-03 TUE 02:57 PM P.03
such discretionary invasions of principal,' the Trustee shall pay to Settlor at any time and from
time to time such portion or all of the principal as he may request for any purpose including gifts
to others.
(b) Upon the death of Settlor, to distribute the trust estate to Settlor's
personal representative to be disposed ofin accordance with Settlor's will or applicable law.
(c) The primary purpose and intent in creating this trust is to provide
for the income beneficiary. The rights and interests of remaindermen and/or the Settlor's Estate
are subordinate and incidental to that purpose. The provisions of this Agreement sball be
construed liberally by the Trustee in the interest and for the benefit of the income beneficiary.
.. Additional Property. The Settlor may at any time or from time to time
~.
transfer and deliver to the Tmstee cas~ securities and any other propeny to be added to the trust
estate. All such property hereafter delivered and transferred to the Trustee by Settlor shall be
held, administered and disposed of by the Trustee in accordance with the provisions of this
Agreement without the execution of any further instrument or declaration.
4. Accounting by Trustee. The Trustee may at any time render an account to
the income beneficiary, whose written approval shall be final. binding and conclusive upon all
persons then or thereafter interested in the trust estate, The Trustee may also at any time render a
judicial account of its administration. .
5. SecuriOl No bond or other security shall be required of the Trustee in this
or any other jurisdiction.
6. Succe~sM Tmstees. No change in name of the Trustee hereunder nor any .
merger of its corporate powers with another COrporation shall affect its appointment or pOwers
. .
'-
-2-
APR-29-03 TUE 02:57 PM P.04 ...
hereunder. The Trustee or any of its substitutes or successors may at any time resign the trust.
Whenever in this Agreement reference is made to Trustee, such reference shall be deemed to
include not only the Trustee expressly named her~ but also any and all substitutes and
successors at any time qualified and acting hereunder, and all rights and powers given in this
Agreement to the Trustee shall be vested in substitute and successor trustees.
7. Payments to Persons Under Disability. Whenever income or principal
hereunder is to be paid to a person under legal disability, or to a person not adjudicated
incompetent but who by reason of illness or mental or physical disability is unable in the opinion
of the Trustee properly to administer such payments. then payment may be made (a) directly ~o
such beneficiary; (b) to the legally appointed guardian or representative of the beneficiary; (c) to
some near relative of the beneficiary to be applied for the benefit of the beneficiary; or (d) by
expenditure by the Trustee directly to those furnishing property or serviceS to the beneficiaIy.
The receipt of any of the foregoing shall be a complete discharge to the Trustee which shall not be '
bound to see to the application of any such payment.
8. ~ This Agreement and trust estate shall be governed and construed in
all respects according to the laws of the Commonwealth of Pennsylvania.
9. ~wers Without regard to any legal restrictions otherwise applicable to
.
TruStees. the Trustee and its substitutes and successors are authorized and empoWered in their
sole and absolute discretion to exercise the following discretionary powers as well as any otlier
powers conferred by law:
(a) To retain. whether originally a part of the trust estate or .
subsequently acquired, and to purchase or otherwise acquire and to retain, any property) whether
-3-
APR-29-03 TUE 02:57 PM P. 05
or not such property is authorized for investment under the Pennsylvania Fiduciaries Investment
Act of 1949 or by other law, aU without diversification as to kind and amount.
(b) To transfer, sell, exchange. partition, lease. mortgage. pledge, give
options upon or otherwise dispose of any property at any time held by t~ at public or private
sale or otherwise, for cash or other consideration or on credit, and upon such terms and
conditions, with our without security, and for such price as they may determine.
(c) To hold any part of tbe trust estate in cash or uninve~ed for any
period deemed advisable.
(d) To borrow money for any trust purpose, create a security interest
in, or pledge all or part of the trust estate to secure such borrowing without incurring any
personal liability therefor.
(e) To pay. extend, renew, modifY or compromise, upon such terms as
they may detennine, and upon such evidence as they may deem sufficient, any obligations or
claim, including taxes, either in favor of Or against the trust estatc.
(f) To register any securities at any time in their names as Trustee, or
in the names of nominees, with or without indicating the trust character of the secUrities so
registered.
(g) With respect to any securities held hereunder. to vote" upon any
proposition or election at any meeting of the person or entity issuing such securities, and to ~t
proxies, discretionary or otherwise. to vote at any such meeting, to exercise conversion,
subscription or other rights, and to receive or hold any new securities issued a... a result of any .
reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of
~4~
APR-29-03 TUE 02:58 PM p, 06
.
conversion, subscription or other rights and generally to take all action with respect to any such
securities as could be taken by the absolute owner thereof.
(h) To make allotments or distributions in kind.
10. Amendment and Revocation Settlor may any time and from time to time
amend, modify or revoke this trust in whole or in part.
II. Com~nsation of Trustee Trustee shall receive compensatic;m for its
services under this Agreement at the same rate as is charged from time to time by Trustee in
.
accordance with its published fee schedule for perfonning as trustee of revocable agreements of
trust of approximately the same size and complexity as the within Trust.
IN WITNESS WHEREOF, this Agreement has been executed by the Settlor and
Trustee on the date first above mentioned.
WITNESS;
M~M'7 .kJ~ tJ1. ~(SEAL)'
Geraldine M. Murray
ATIEST: HERSHEY TRUST COMPANY
.
_~A 2'yL By:
Assistant Secretary .
.
-5-
APR-29-03 TUE 02:58 PM p, 07
COMMONWEALTH OF PENNSYLVANIA)
) ss:
COUNTY OF DAUPHIN )
On this _(t;L?C~May, ] 998, before me, the undersigned officer, personally appeared Roben
K. Reitzel, the Senior within-named, who, in due fonn oflaw. acknowledges the foregoing Trust
Agreement to be her act and deed for the,puI1Joses therein contained.
~m7n,,7~
Notary Public
Notarial Seal
Kim M. Frantz. Notary PubrlC
North Lebanon Twp.. Lebanon eougr
My Commission Expires May 7. 200
Member, Pennsylvania AssoctatJon Of Notaries
.
.
.
EXHIBIT G'
EXHIBIT
1
INRE: : IN THE COURT OF COMMON PLEAS
ESTATE OF GERALDINE M. : CUMBERLAND COUNTY, PENNSYLVANIA
MURRAY, DECEASED : ORPHANS' COURT DIVISION
: NO. 2003-00387
DISCLAIMER OF INTEREST IN ACCORDANCE
WITH 20 P A C.S.A. S6201, et ~
KNOW ALL MEN BY THESE PRESENTS, THAT:
1. Geraldine M. Murray (the "Decedent") died on April 29, 2003, leaving a last will and
testament which was admitted to probate by the Register of Wills of Cumberland County,
Pennsylvania (the "Will").
2. Item Third of the Will devises the estate residue equally between the Decedent's sons,
Mmiin L. Murray and William M. Murray.
.., William M. Murray (the "Disclaimant") has not received any benefit from the Decedent's
j.
Estate
4. The Disclaimant hereby disclaims One Million Dollars ($1,000,000) of his one-half
interest in the estate residue.
5. The Disclaimant shall deliver a copy ofthis Disclaimer to William M. Murray and Martin
L. Murray, Executors of the Estate, and with the Clerk of the Cumberland County Court
of Common Pleas, Orphans' Court Division, in accordance with 20 P A C.S.A. 96204.
6. The Disclaimant has not received, and will not receive, any consideration in money or
money's WOlih for such disclaimer from any person or persons whose interest is to be
accelerated or increased, or from any other person or persons.
IN WITNESS WHEREOF, and intending to be legally bound herebv, the Disclaimant
has executed this Disclaimer this /~crr\lay of January, 2004. _ -
,
I
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
'iA.
On this, the (\- i i
--.)'-f day of January, 2004, before me, a Notary Public, the undersigned
officer, personally appeared WILLIAM M. MURRAY, known to me (or satisfactorily proven) to
be the individual who executed the foregoing Disclaimer, and duly acknowledged to me that he
executed the same for the purposes therein.
.-
IN WITNESS WHEREOF, I have hereunto set my hand and offici?oLseal.
.-. / /-1
j , ' ,,/, ~\ { t i~e~ i1//~7;i Ii
,.",'....... L\ ,( I;, 1/' r \ .' L /.1 V'--\ X
,r'-" ""'" ...... _.' I ,I ,,",-,,- - ...- /j '-J--
Notary Public
(SEAL)
r--------=.,-~~ -- - a .-
, _ _ _~-"t::.I\R I'
-~.'.,_... "
, . /jW''''. " , . , ~
I !~ 'l_h ,I;". f'#.~?!,,! Public,
~ ";;,.1 ?";j,:,,..);,y;-,.,.;:.~~ .'t,'" .,.' _~ ":"'>\, ...~;. ii . ~
H _ tn:'../'I ~ ~'t:';~l-lh>J~ 7.1",:\ (Jaunty n
" ~"'" -. ~ I
~ ~t,r ~::)U;j;r9F; ~t)ot 5. ~OO5
~""'IlI\,---""'~"""-~-=..' ,"'" ~l
EXHIBIT
2
. .
.
. "
0 .
~
TRUST AGREEMENT *~~
CHARITABLE TRUST
THIS AGREEMENT is made this 2'8-tt. day of
J~ 1'l'lO
, ~, by and between GERALDINE M. MURRAY,
hereinafter referred to as the Settlor and MARTIN L. MURRAY and
WILLIAM M. MURRAY, as the Trustees. The terms of this Trust are
as follows:
ONE: The name of this Trust shall be the GERALDINE M.
MURRAY FOUNDATION, hereinafter referred to as "Trust".
TWO: The Settlor hereby transfers and delivers to the
Trustees the property listed in Schedule "A" attached hereto,
together with all Settlor's interest therein. The Trustees
shall hold said property, together with all other property of
any kind transferred to this Trust from any source whatsoever,
including but not limited to gifts from Settlor or Settlor's
Estate (whether by direct bequest or as a result of a disclaimer
or disclaimers of interests therein) IN TRUST as the GERALDINE
M. MURRAY FOUNDATION and perform such activities as allowed
herein in that name, and shall invest and reinvest the same and
shall distribute the net income (hereinafter called "Income")
and principal as set forth in the fOllowing provisions:
(A) Subject to (B) , the Trustees shall pay the Income,
together with such portions of the principal as they shall
determine, at least annually to such one or more organizations
1
. .
,
.
described in Sections l70(c), 2005 and 2522 (or their successor
provisions as hereafter amended) of the Internal Revenue Code
(Code) as they shall select, giving preference to those
organizations in which the Settlor has shown an interest. The
purposes of this Trust are to devote and apply the property, by
this instrument vested in the Trustees, and the income to be
derived therefrom exclusively for charitable, religious,
scientific, literary, or educational purposes, either directly
or by contributions to organizations duly authorized to carryon
charitable, religious, scientific, literary, or educational
activities, with particular consideration, but without
limitations, to the fOllowing organizations: n/a
(B) Any other provisions of this Agreement notwithstanding,
the Trustees shall distribute the trust income for each taxable
year at such time and in such manner as not to become subject to
the tax on undistributed income, imposed by Section 4942 of the
Code. No Income or principal shall be used for any purpose
which is not exclusively a religious, charitable, scientific,
testing for public safety, literary or educational purposes,
including the fostering of national or international amateur
sports competition, otherwise than by providing athletic
2
.
,
.
facilities or equipment, and the prevention of cruelty to
children or animals. No earnings or any part of the trust shall
inure to the benefit of any private individual. No substantial
part of the activities of the trust shall be carrying on
propaganda, or otherwise attempting, to influence legislation,
except as provided in Section 50l(h) of the Code, and it shall
not participate in, or intervene in any political campaign on
behalf of any candidate for public office, inCluding by
publishing or distributing statements.
(C) It is intended that this trust shall at all times
qualify as an organization described in Section 50l(c)(3) of the
Code, and comply with the requirements of Section 508(e) of the
Code, and therefore the Trustees are authorized, with or without
court order, to revise the terms of the trust so that it will
qualify and continue to qualify as such.
THREE: In the administration of this trust and of the trust
fund, the Trustees shall have all powers and authority necessary
or available to carry out the purposes of this trust and,
without limiting the generality of the foregoing, shall have the
fOllowing powers and authority, all subject, however, to the
condition that no power or authority shall be exercised by the
Trustees in any manner or for any purpose whatsoever which may
not be exercised by an organization which is tax exempt or by an
organization donations to which are deductible from taxable
income to the extent allowed by the provisions of the Internal
Revenue Code and other applicable legislation and regulations as
3
,
they now exist or may hereafter be amended:
(a) To receive the income, profits, rents, and
proceeds of the trust fund, and to collect and receipt for
the same.
(b) To purchase, subscribe for, retain, invest, and
reinvest in securities or other property wherever situated,
and whether or not productive or of a wasting nature, and
without any requirement for diversification as to kind or
amount. The words "securities or other property" as used in
this agreement shall be deemed to include real or personal
property, corporate shares, common or preferred, or any
other interest in any corporation, association, investment
trust, or investment company, bonds, notes, debentures, or
other evidences of indebtedness or ownership, secured or
unsecured, even though the same may not be legal investments
for a trustee under the laws applicable hereto.
(c) To sell for cash or on credit, convert, redeem,
exchange for other securities or other property, or
otherwise dispose of any securities or other property at any
time held by them.
(d) To alter, repair, improve, erect buildings upon,
demolish, manage, partition, mortgage, lease, exchange,
grant options to lease or to buy, and sell or dispose of, at
public or private sale, and upon such conditions and such
terms as to cash and credit as they may deem advisable, real
property.
4
.
."
.
(e) To pay all administration expenses of this trust
and any taxes imposed upon it, and to settle, compromise, or
submit to arbitration, any claims, mortgages, debts, or
damages, due or owing to or from this trust, to commence or
defend suits or legal proceedings, and to represent this
trust in all suits or legal proceedings.
(f) To exercise any conversion privilege or
subscription right available in connection with any
securities or other property at any time held by them; to
consent to the reorganization, consOlidation, merger, or
readjustment of the finances of any corporation, company, or
association or to the sale, mortgage, pledge, or lease of
the property of any corporation, company, or association any
of the securities of which may at any time be held by them
and to do any act with reference thereto, including the
exercise of options, the making of agreements or
subscriptiions, and the payment of expenses, assessments, or
subscriptions which may be deemed necessary or advisable in
connection therewith, and to hold and retain any securities
or other property which they may so acquire.
(g) To vote personally, or by general or limited
proxy, any shares of stock which may be held by them at any
time, and similarly to exercise personally, or by general or
by limited power of attorney, any right appurtenant to any
securities or other property held by them at any time.
(h) To borrow money in such amounts and upon such
--....
5
,
.
terms and conditions as shall be deemed advisable or proper
to carry out the purpose of this trust and to pledge any
securities or other property for the repayment of any such
loan.
(i) To hold part or all of the trust fund uninvested.
(j ) To employ suitable accountants, agents, counsel,
and custodians and to pay their reasonable expenses and
compensation.
(k) To register any securities held by them hereunder
in their own name, or, to the extent permitted by law, in
the name of a nominee with or without the addition of words
indicating that such securities are held in a fiduciary
capacity and to hold any securities unregistered or in
bearer form.
( 1 ) To make, execute, and deliver all instruments
necessary or proper for the accomplishment of the purpose of
this trust or of any of the foregoing powers, including
deeds, bills of sale, transfers, leases, mortgages, security
agreements, assignments, conveyances, contracts, purchase
agreements, waivers, releases, and settlements.
(m) Any other provisions of this agreement
notwithstanding, the Trustees shall not engage in any act of
self-dealing as defined in Section 494l(d) of the Code; nor
retain any excess business hOldings as defined in Section
4943(c) of the Code; nor make any investments in such manner
as to incur tax liability under Section 4944 of the Code;
6
.
.
nor make any taxable expenditures as defined in Section
4945(d) of the Code.
FOUR: (A) Any individual Trustee may name a successor to
its position by a writing. Any vacancy occurring in the
position of Trustee occasioned by death, removal, resignation,
refusal or inability to serve, or otherwise, shall be filled by
the designation of a Successor as above, or if not, by
designation by the remaining Trustee. However, upon vacancy in
the office of both of the Trustees the Court of Common Pleas,
Orphans' Court Division may name a successor as the sole Trustee
with all of the duties and responsibilities to be conferred upon
it, or him or her.
(B) The expenses of the Trust and Trustees and their
compensation, if any, all other compensation, and all other
expenses of administration of this Trust, shall first be paid
each year, or provision made therefor, out of the income of the
Trust before any distribution is made therefrom for anyone
year.
(C) The term of this Trust shall be perpetual.
FIVE: (A) No part of the net earnings of this Trust shall
inure to the benefit of, or be distributable to its trustees,
officers or other private persons, except that this Trust shall
be authorized and empowered to pay reasonable compensation for
services rendered and to make payments and distributions in
furtherance of the purposes set forth in the preceding
7
paragraphs. No substantial pa~t of the activities of this Trust
shall be the carrying on of propaganda or otherwise attempting
to influence legislation, and this Trust shall not participate
in, or intervene in (including the publishing or distribution of
statements) any political campaign on behalf of any candidate
for public office.
(B) Notwithstanding any other provision of this Trust, this
Trust shall not carryon any other activities not permitted to
be carried on (a) by a Trust exempt from federal income tax
under Section 501(c)(3) of the Code, or (b) by a Trust, the
contributions to which are deductible under Section 170(c)(2) of
the Code.
(C) Upon the dissolution of this Trust, after paying or
making provision for the payment of all of the liabilities of
the Trust, this Trust shall dispose of all of the assets of the
Trust exclusively for the purposes of this Trust in such manner,
or to such organization or organizations organized and operated
exclusively for charitable, educational, religious, or
scientific purposes as shall at the time qualify as an exempt
organization or organizations under Section 50l(c)(3) of the
Code, as the Trustees shall determine. Any such assets not so
disposed of shall be disposed of by the Court of Common Pleas of
the County in which the principal office of the Trust is then
located, exclusively for such purposes or to such organization
or organizations which are organized and operated exclusively
for such purposes as said Court shall determine.
8
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.
SIX: (A) The trust herein created is irrevocable in
nature. The Settlor acknowledges that she understands the
nature of an irrevocable trust and specifically renounces all
rights of amendment or revocation with respect hereto.
(B) The Settlor or others may add hereto, by Will,
disclaimer, inter vivos transfer or beneficiary designation,
cash or such property in kind as is acceptable to the Trustees.
(C) The references herein to specific sections of the Code
shall include corresponding provisions of any subsequent federal
tax laws.
(D) This Deed of Trust has been delivered to and accepted
by the Trustees in the Commonwealth of Pennsylvania and shall be
governed in all respects by the laws of said Commonwealth. The
situs of the Trust and the administration thereof shall be
located in Cumberland County, Pennsylvania.
SEVEN: (A) No Trustee shall be required to furnish any
bond or surety. Each Trustee shall serve without compensation
for his services hereunder, but all expenses of this trust or of
any Trustee acting hereunder shall be paid by the Trustees from
the trust fund.
(B) The Trustees shall prepare written accounts of their
transactions at least annually. The Trustees may at any time
initiate legal action or proceedings for the settlement of their
accounts and, except as otherwise required by law, the only
necessary party defendants to any such action or proceedings
shall be the Trustees then in office.
9
.
(e) No Trustee shall be answerable for loss in investments
made in good faith. No Trustee shall be liable for the acts or
omissions of any other Trustee, or of any accountant, agent,
counsel, or custodian selected with reasonable care. Each
Trustee shall be fully protected in acting upon any instrument,
certificate or paper, believed by him to be genuine and to be
signed or presented by the proper person or persons, and no
Trustee shall be under any duty to make any investigation or
inquiry as to any statement contained in any such writing but
may accept the same as conclusive evidence of the truth and
accuracy of the statements therein contained.
WITNESS the due execution hereof the day and year aforesaid.
.""p~~ilf riJ 7)1. -m~O (SEAL)
Sett or
Afi}~ k ;t7SEAL)
Trustee
ll{ ~ -1 ~ (SEAL)
Trti e ~ - )
10
.
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF DAUPHIN:
.. 'CillD
On the / / day of % {<. t. L/ , ~, before me,
the subscriber, a Notary Pu~lic in and for said Commonwealth and
County, came the above-named GERALDINE M. MURRAY, satisfactorily
proven to me to be the person whose name is subscribed to the
within instrument and acknowleged the above instrument to be her
act and deed, and desired the same might be recorded as such.
WITNESS my hand and Notarial Seal.
&, ';I~
Notary Publiq :~-':--::'7""':";~--:l
t "'J "', . '.. .,,. ..... :'
r t:: v.... " __. . '_ _ .,
My Commission EXPi~e.~~~t:~t;~~::..~d:"" <::',;r~..:! 1
l... ..... ... .' .. .. -,. . _.. .. . '..' .....J
. ~:.:;~..~.:~. ~ ~.;:i.~ ~...:<:.:~,..; :'.a:';~':':_'~; ~'.: :,' "':;1:31
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF DAUPHIN:
I . ., ; i '~D
On the /1 day of // t LJ..l./ , 1-9&9, before me,
the subscriber, a Notary Public in/ and for said Commonwealth and
County, came the above-named MARTIN L. MURRAY, satisfactorily
proven to me to be the person "lhose name is subscribed to the
within instrument and acknowleged the above instrument to be his
act and deed, and desired the same might be recorded as such.
WITNESS my hand and Notarial Seal.
&, ~;tu.V
Notary Public
My Commission EXPir[ . NC'r,'\F.fI~.r;:-'.L
Ell STECK, ~!-O.;'iHW Ft;aJt;
HAr:.mmUF.l, [,t;:f':' ::'l.i ~Cl.I:.:ry
. - . - - -..-.... "." .'"
..., ..,'.'.. .,~............. -- .... ,.. .. ';_"_1 t .. '. ~
:. i -: . ..~,,:'tl':::~::.:.::'~~~'...._~~~.:". .:: ,.':' :.~:~: :.:
a~~-~~::: c';~""._'~~A:4:~t.:I;,f.~~~j:a .
~.f_... v......., -.
--....
11
, .
-
.
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF DAUPHIN:
, ( "CXJ
On the /1 day of /~'.'!<. (t , ~,before me,
the subscriber, a Notary Public an and for said Commonwealth and
,
County, came the above-named WILLIAM M. MURRAY, satisfactorily
proven to me to be the person whose name is subscribed to the
within instrument and acknowleged the above instrument to be his
act and deed, and desired the same might be recorded as such.
WITNESS my hand and Notarial Seal.
~y-J,~
My Comm~ssion Ex,~res: WJ''''';';~:~
Ell S1~'::~:1 ;.:- "-:;. -; ;':' ;.~. ~."t;::
H.f~t::'~~r;t:.~-:-~;: ".;':: _~. :~'.' ~;., . :-y
l.~ ......:..~.~:~. '.:~:' :~: .~.~ ": .' . ~. .". _ .1. :'.: _:!
Ir~\t.~......*. :;\.'='.1~: ......:.. :~J :..;.~:".....:.;:J,.j;. ~.~.:.:......~
--
12
. Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of GERALDINE M. MURRAY No. 2003-00387
known as Date of Death April 29, 2003
, Deceased Social Security No. 197-40-6 791
Martin L. Murray and William M. Murray
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of
the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the
valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that
Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at
the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Richard W. Stevenson
1.0. No.: 7120
Address: McNees Wallace & Nurick LLC
100 Pine Street, P.O. Box 1166
Harrisburq, PA 17108
Telephone: (717) 237-5208
Description Value
SEE ATTACHED $ 4,026,337.33
Total: $ 4,026,337.33
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
Form RW-7 (Cumberland County - Rev. 9/92)
{A277079:}
~
Inventory 10:21
Estate of Geraldine M. Murray
From 04/29/2003 To 04/29/2003
Description Accrued Income Value Total
Not Assigned
Cash on Hand
Fidelity - Cash Account 34.40
Checking Accounts
Allfirst Checking 0.28 6,614.24
Money Market Accounts
Smith Barney account - Bank Deposit Program 3.38 11,002.91
Fidelity Cash Reserve Account 41.97 54,940.26
Spartan Municipal Money Market Fund 5.87 7,640.50
Hershey Trust - Money Market 351.13 487,158.15
------------
560,741.82
Common Stocks
84 shares Exxon Mobil @ $35.05/share 2,944.20
300 shares Arrow Intl. Inc. @ $43.185/share 12,955.50
400 shares Artesian Resources Corp. @ 12,770.00
$31. 925/share
300 shares of Brady Corp. @ $33.365/share 60.00 10,069.50
159 shares Cimarex Energy Co. @ $19.550/share 3,108.45
300 shares Clorox Co. Del. @ $46.050/share 13,815.00
600 shares DST Sys. Inc. Del. @ $30.740/share 18,444.00
600 shares Electronics for Imaging Inc. @ 10,908.00
$18.180/share
325 shares F&M Bancorp MD @ $48.115/share 15,637.38
1000 shares Fulton Finl Corp. PA @ 19,890.00
$19.890/share
500 Great Plains Energy Inc. @ $26.055/share 13,027.50
500 shares Helmerich & Payne Inc. @ 12,540.00
$25.080/share
1400 Host Marriott Corp. New @ $8.015/share 11,221.00
250 shares Kimberly Clark Corp. @ 12,522.50
$50.090/share
700 shares Landrys Restaurants Inc. @ 12,687.50
$18.125/share
1000 shares Limited Brands Inc. @ 14,560.00
$14.560/share
800 shares Macdermid Inc. @ $22.100/share 17,680.00
700 shares Medquist Inc. @ $18.135/share 12,694.50
400 shares Murphy Oil Corp. @ $41.565/share 16,626.00
500 shares NASDAQ 100 TR @ $27.735/share 13,867.50
- 1 -
Inventory 10:21
Estate of Geraldine M. Murray
From 04/29/2003 To 04/29/2003
Description Accrued Income Value Total
500 shares Papa Johns IntI. Inc. @ 11,995.00
$23.990/share
600 shares Quiksilver Inc. @ $32.750/share 19,650.00
120 shares Schering Plough Corp. @ 2,095.80
$17.465/share
400 shares Smucker J M Co. @ $36.700/share 14,680.00
400 shares Teleflex Inc. @ $38.520/share 15,408.00
700 shares Thermo Electron Corp. @ 12,572.00
$17.960/share
250 shares Union Pac Corp. @ $59.835/share 14,958.75
600 shares United Nat. Foods Inc. @ 17,286.00
$28.810/share
500 shares Wendys IntI. Inc. @ $28.850/share 14,425.00
3239 shs. Common Trust Fund - Value Equity 767,856.01
135 shs. Common Trust Fund - Fixed Income 146,198.38
300 shs. California Wtr Svc @ 27.42/share 8,226.00
--------------
1,303,319.47
Mutual Funds
5,969.616 shares Fidelty Low Priced Stock @ 153,299.74
$25.68/share
1,367.826 shares of Fidelty Dividend Growth @ 31,405.28
$22. 96/share
--------------
184,705.02
Municipal Bonds
$25000 Manheim Twp. PA Sch Dist. @ 452.22 25,519.85
$100.27050/share
$50000 Downington PA Area Sch Dist. @ 488.89 51,579.39
$102.181/share
25000 shares Montgomery Cnty. PA @ 296.11 26,174.24
$103.5125/share
$20000 Lancaster Cnty. PA @ $104.8635/share 435.11 21,407.81
$20000 Derry Twp. PA Mun. Auth. Swr. Rev. , 286.61 20,887.31
Swr. Rev. B @ $103.00350/share
$30000 Bangor PA Area Sch. Dist. @ 144.83 31,562.63
$104.726/share
- 2 -
Inventory 10:21
Estate of Geraldine M. Murray
From 04/29/2003 To 04/29/2003
Description Accrued Income Value Total
$50000 Manheim Twp. PA Sch. Dist. @ 925.00 54,100.25
$106.350500/share
$30000 Pennsylvania St. @ $108.365/share 116.67 32,626.17
$20000 Lackawanna Cnty PA @ $106.277/share 268.78 21,524.18
$30000 Boyertown PA Area Sch Dist @ 300.67 32,241.22
$106.4685/share
$25000 Lower Dauphin PA Sch Dist @ 139.03 26,450.78
$105.247/share
$40000 Pennsylvania St Ft. Intr. @ 740.00 44,614.00
$109.6850/share
$25000 Central Bucks PA Sch Dist. @ 287.22 27,588.60
$109.20550/share
$55000 Cocalico Sch Dist. PA G.O. Bds FT 463.53 56,514.86
Intr. @ $101.9115/share
$25000 Middletown PA Area Sch Dist @ 161.11 26,473.36
$105.249/share
$25000 Pennsylvania St. Tpk Cornrn Tpk @ 421.39 27,336.14
$107.6590/share
$30000 Council Rock PA Sch Dist. @ 546.67 32,905.27
$107.862/share
$30000 Shade-Central PA City Sch Dist G.O. 265.17 31,766.67
Bds @ $105.005/share
$30000 Dover PA Area Sch Dist. @ 95.67 32,330.37
$107.449/share
$50000 Radnor Twp PA Sch Dist @ 1,081.94 56,918.94
$111. 674/share
$30000 Hermitage PA Sch Dist @ $105.337/share 222.33 31,823.43
$40000 Kiski PA Area Sch Dist @ 166.22 40,873.82
$101.769/share
--------------
753,219.29
Debt Instruments
Wm. and Martin Murray - Mortgage Receivable 476.25 106,633.50
Note Receivable from Conewago Ind. re 33 727.36 123,542.94
Industrial Road
- 3 -
Inventory 10:21
.
Estate of Geraldine M. Murray
From 04/29/2003 To 04/29/2003
Description Accrued Income Value Total
William M. and Jane Murray - Mortgage 138,480.13
Receivable
--------------
368,656.57
Household Goods & Furnishings
Personal Property 2,650.00
Misc. Personal Property
1989 Mercedes Sedan 300SE; See Attached 6,450.00
Appraisal
Miscellaneous Property
49% limited partnership interest in Ritmur 829,178.00
Centerview Associates Limited Partnership; 1. 00
Valued estimated by Executor
Land and Oil Rights in' Texas; Valued per 3,424.95
purchase by Primera Royalty
U.S. Treasury - Social Security (March) 1,292.00
Devon Energy Corporation - Oil/Gas Interest 643.00
Duke Energy Field Services - Oil/Gas Interest 220.00
Ray Ritchey Managment - Oil/Gas Interest 167.00
Valero Marketing and Supply Co. - Oil/Gas 272.00
Interest
--------------
835,197.95
Refunds
Medco Health - Drug Refunds 237.66
Murray Associates - Reimbursement of Medical 255.91
Premium Paid by Decedent
U.S. Treasury - Refund re 2003 Income Tax 2,478.00
Return (estimated)
PA Department of Revenue - Refund re 2003 1,777.00
Income Tax Return (estimated)
--------------
4,748.57
--------------
4,026,337.33
--------------
4,026,337.33
--------------
--------------
- 4 -
r
21- OI~-881
CERTIFICATION OF NOTICE UNDER RULE S.6(a)
Name of Decedent: -FA-"l"e..\c" K. 1). Sc. '^' f AJ
Date of Death: ~ r--, \ ~ \ 2.L) () <-I-
Will No. }J t1.<N<.- (J~, JltN1>::]Oi1l #;ydmin. No .Ale; Af6. -cJ v..JI'! M ,10 J ~.JJ
li;;
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' cO;J-JdS;;;-'
served on or mailed to the following beneficiaries of the above-captioned estate on I!/A U9 - #P.ltJ/,&. :.;: "
<
~ Address
---Al4-~c.dJk~ '#~V>cJI'1r4J~!/li- trJ/'1I, M;f
4/w:k ~ 5df/(/
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except fi/Mb
Date: Ilv~ pr..> f- P 'ZdtJ ~ ~/ /f.~
. I
Signature
Name (;(//3 Nt 3 6 tl SI-,
Address ~Jh4 ,4. /70//
.
'ttd "O~) PUT.?UaquUlO
u,.o,--~: - . - )U~l:')
. .
8[: ZId o l ~b' Telephone <l1J ~;2/-3t/~3
~. Capacity: L Personal Representative
Sl" \~"-' r"~' 5
,., ,! f~i .hJJ~!~ 8H
JO 7'::;'; peO)(X}e~ _Counsel for personal representative
~
r
ENCLOSURE FOR YOUR INFORMATION
Re: ESTATE OF GERALDINE MURRAY DateAugust 30,
ATTN: Sue ~ 1- 03-
Cumberland County Register of~~~+~ ~"- .
Rei)"-
Enclosed is a check for $3.00 in payment of one short certificate.
Please contact us if you have any questions. .04 SEP -1 P 1 :38
Linda M. Eshelman
I REGISTER OF WILLS G
Cumbs, MCNEES, WALLAC
ATTN: SUE
TO CUMBERLAND COUNTY COURTHOUSE ATTORNEYS A-
ONE COURTHOUSE SQUARE 100 PINE STRE
L CARLISLE PA 17013-3387 P,O. BOX llE
HARRISBURG, PA. 1
TELEPHONE (717) 2:
---
A~fr
McNees Wallace & Nurick LLC A~
attorneys at law ----
j, 2. ~ \..\.5.. P'C)5TAGl
P.O, Box 1166 . 100 PINE STREET. HARRISBURG, PA 17108-1166 677 1 $ 00 .37
2483 '-~~
\~*~_-,.&.--:~' ll;oO:l
"",. - ~d;l\1!.o<
;2/-[)3 -JR7
111111I1111111111111111111111111111111111111111.11111111111111
REGISTER OF WILLS
ATTN: SUE
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE PA 17013-3387
'REV-1500 EX (6-00) OFFIClAl.. USE ONLY
COMMONWEALTH OF REV -1500
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17126-0601 RESIDENT DECEDENT 21 - 03_ -9382... __
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOC~LSECURITYNUMBER
I- Murray, Geraldine M. 197-40-6791
Z
w DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS ~ MUST BE FILED IN DUPLICATE WITH THE
C 04/29/2003 12/13/1906 REGISTER OF WillS
w
0
W (IF APPUCABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
w D 1. Original Retum [Xl 2. Supplemental Retum D 3. RemainderReturn(daleofdealhpriorI012_13-82)
....
~:$U) D 4. Limited Estate D 4a. Future Interest Compromise (dale of death after 12-12-82) [XI 5. Federal Estate Tax Return Required
0."1'
w"O
:I:~ 00 6. Decedent Died Testate (Allach copy of Vv111) D 7. Decedent Maintained a Living Trust (Attach copy of Trusl) _ 8. Total Number of Safe Deposit Boxes
0..
!1c D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date 01 death between 12_31_91 an:! 1-1-95) D 11. Election to tax under Sec. 9113(A)(Atta~Sch 0)
.... THIS SECTION MUST BE COMPLETED, ALL CORRE$PONDEfolCEANO eONfiPEfolTIALTAXlfolFORMATiQfolIlHOULQIlEDIRECTE010:
z NAME COMPLETE MAILING ADDRESS
w
c Richard W. Stevenson, Esq.
z
c FIRM NAME (If Applicable) 100 Pine Street
..
.. P.O. Box 1166
~ MCNees Wallace & Nurick LLC
8 TELEPHONE NUMBER Harrisburg, PA 17108
717-237-5208
1. Real Estate (Schedule A) (1) 0.00 OFACIAI... USE ONLY
2. Stocks and Bonds (Schedule B) (2) 261,267.DC ~
= n:"
3. Closely Held Corporation, Partnership or Soh7Proprietorship (3) 829,178.~:::
368,656j'~ C/l
4. Mortgages & Notes Receivable (Schedule D) (4) fT1
f,;, -0
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 112,794.Ql I
(Sc:heduleE) -
Z 6. Jointly Owned Property (Schedule F) (6) 0.0"0'
0 D Separate Billing Requested
i=
:s 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 2,660,752.7~_
::> (Schedule G or L)
l-
e: 8. Total Gross Assets (total lines 1-7) (8) 4,232,649.39
. ~
W 9. Fun8f81 Expenses & Administrative Costs (Schedule H) (9) 161,966.82
a:
10. Debts of Decedent, Mortgage Liabilities, & Liens (Sdledule I) (10) 67,742.09
11. Total Deductions (total Lines 9 & 10) (11) 229,708.91
12. Net Value of Estate (Line 8 minus line 11) (12) 4,002,940.48
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been 1,000,000.00
made (Schedule J) (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 3,002,940.48
seE INSTRlJCnONS ON REVERSE SIDE FOR APPliCABLE RATES
15. Amount of Line 14 taxable at the spousal tax 0.00 0.00
Z rate, or transfers under Sec. 9116 (a)(1.2) x.OO_(15)
0
>= 16. Amount of Line 14 taxable at lineal rate 3,002,940.48 x.04~(16) 135,132.32
"
....
:> 0.00 0.00
.. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
:IE
0 0.00 0.00
0 18. Amount of Line 14 taxable at collateral rate x .15 (18)
X
" 19. Tax Due 135,132.32
.... (19)
20, o CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER J,t.l. QUE;STIOtlS' ON REVERSE SiDE AND FlECflECKMATH <"
2W46451.000
.>
, D~ent'. Complete Add.....:
~'l."l!" .AIJDRESS
100 Nt. Allen Drive
H::cmanioaburq I STAlE I ZIP
PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 135,132.32
2, CreditslPayments
A. Spousal Poverty Credn 0.00
B, Prior Payments 131,250.99
C. Discount 0.00
Total Credits (A + B + C) (2) 131,250.99
3, InteresUPenalty If applicable
O. Interest 0.00
E. Penalty 0.00
TotallnteresUPenatty (0 + E) (3) 0.00
4. If Line 2 Is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT.
Check box on paga 1 L1na 20 to requast a refund (4)
5, If Line 1 + Line 3 Is greater than Line 2, enter the difference, This Is the TAX DUE. (5) 3,881.33
A, Enter the interest on the tax due, (SA) 91. 79
3,973.12
_II I I
1. Old decedent make a transfer and: Yes
a. retain the use or Income of the property transferred;. . . . . . . . . . . . . . . . . . . . . .. [Xl
b. retsln the right to designate who shall use the property transferred or lis Income; . . . . .. 0
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0
d. receive the promise for life of efther payments, benefits or care? . . . . . . . . . . . . . . . . 0
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death
wlthoutrecelvlngadequateconslderation? ............................ [Xl
3. Old decedent own an -In trust for- or payable upon death bank account or security at his or her death? D
4, Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
g;1DJO l-
I
For dllle. of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net Vliue of transfers to or for the use of the survl\'ing spouse Is 3%
(72 P.S.S ..,. (0) (1.1)(1)).
For date. of death on or after January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the survl\'ing spoose is 0% {72 P .5. S 9116 (a) (1.1) (II)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the .urviving .pouse Is the only beneficiary.
For date. of death on or after July 1, 2000:
The tax rate Impo.ed on Ihe net value of transfers from a deceased cfll1d twent~e years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or. stepp8l1ll'lt of the chid Is 0% [72 P.S. S 9116{a)(1.2)J.
Th. tax rille Imposed on the net V11lue of transfers to ar for the use oflhe decedent's lineal beneficiaries Is 4.5%, except as noted I" 72 P.S. 6 9116{1.2) [72 P.S. S9116{a){1)J.
The tax nne Im~OSed on the net wlue of transfers to or for the use of the decedent's s1b~ngs i. 12% (72 P.S. 6 9116(a)(1.3)]. A sibling Is defined, under Section 9102, sa an
individual who .s III l.ast one parent in common 'Mth the decedent. whether by blood or adoption.
2W484e 1.000
Estate of: Geraldine M. Murray 197-40-6791
~-Executor
Martin L. Murray
401 Lisburn Heights Drive
Lewisberry, PA 17339
William M. Murray
2650 Spring Hill Lane
Enola, PA 17025
,REV-1503EX+(6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ASSETS REPORTED ON ORIGINAL INHERITANCE TAX RETURN FILED 261,267.30
TOTAL (Also enter on line 2, Recapitulation) $ 261,267.30
3W4696 1,000 (If more space is needed, insert additional sheets of the same size)
REV-1504 EX + (6-96) SCHEDULE C
COMMONWEALTH OF PENNSYLVANIA CLOSELY-HELD CORPORATION,
INHERITANCE TAX RETURN PARTNERSHIP OR SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting Infonnation to be submitted for sole-proprietorships.
ITEM VAlUE AT
NUMBER DESCRIPTION DATE OF DEATH
1. ASSETS REPORTED ON ORIGINAL INHERITANCE TAX RETURN FILED 829,178.00
TOTAL (Also enter on line 3, Recapitulation) $ 829,178.00
3W46971.000 (If more space is needed, insert additional sheets of the same Size)
REV-1507 EX" {6-98}
SCHEDULE D
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
ASSETS REPORTED ON ORIGINAL INHERITANCE TAX RETURN FILED 368,656.57
TOTAL (Also enter on line 4, Recapitulation) $ 368,656.57
3W46AC 1.000 (If more space is needed, insert additional sheets of same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALlH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
Include the proceeds of litigation and the date the proceeds 'Were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
ASSETS REPORTED ON ORIGINAL INHERITANCE TAX RETURN FILED 21,755.81
ADDITIONAL ASSETS SINCE ORIGINAL RETURN:
1. U.S. TREASURY - 2003 INCOME TAX REFUND (on original return, an 85,077.00
estimated refund of $2,478 was reported. On filing of the
deoedent's 2003 inoome tax return, an aotual refund of
$87,555 was due the deoedent (an increase of $85,077)
2. PENNSYLVANIA DEPARTMENT OF REVENUE - 2003 INCOME TAX REFUND 5,962.00
(on original return, an estimated refund of $1,777 was reported.
On filing of the decedent's 2003 income tax return, an actual
refund of $7,739 was due the deoedent (an inorease of $5,962)
TOTAL fAlso enter on line 5 RecanituJation\ $ 112,794.81
3W46AD 1.000 (If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98) SCHEDULE G
COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM 1ra.u:E TIt: NoWIE OF TI-E TRANSFEREE, Tl-EIR RELATIONSHIP TO DECEDENT At{) DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBE' TIt: DATE OFlRANSFER. ATTAQiACOPV OF THE oeEO FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPUCABLE\ VALUE
1. ASSETS REPORTED ON ORIGINAL 2,660,752.71
INHERITANCE TAX RETURN FILED
TOTAL (Also enter on line 7, Recapitulation) $ 2,660,752.71
(If more space is needed, insert additional sheets of the same size)
3W46AF 1.000
REV-1511 EX+ (12-99) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FUNERAL EXPENSES DEDUCTED ON ORIGINAL INHERITANCE TAX RETURN 10,785.B4
FILED
ADDITIONAL EXPENSES NOT PREVIOUSLY REPORTED:
Premier Catering 71B. BO
Altar Vases at Memorial 112 . 12
B. ADMINISTRATNE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representatlve(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. DEDUCTIONS ON ORIGINAL INHERITANCE TAX RETURN FILED 146,393.83
ADDITIONAL DEDUCTIONS:
8 Darlene Richter - Bookkeeping Services for Estate 1,011.09
9 McNees Wallace & Nurick LLC - Additional Attorney Fees for 2,500.00
completing estate administration
10 McNees Wallace & Nurick LLC - Additional Costs re: 245.14
Duplicating - $59.39; Postage $82.47, Tele Costs -$.28;
Filing Fees (disclaimer) - $7.00; Filing Fees (mortgage
satisfactions) - $94.00; Local Courier - $2.00
11 McNees Wallace & Nurick LLC - Reserve for closing costs 200.00
TOTAL (Also enter on line 9, Recapitulation) $ 161,966.82
3W46AG 1.000 (If more space is needed. insert additional sheets of the same size)
REV-1512 EX+ (12-03)
SCHEDULE I
COMMONlNEAL TH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GERALDINE M. MURRAY 21-03-0387
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. DEDUCTIONS ON ORIGINAL INHERITANCE TAX RETURN FILED 67,742.09
TOTAL (Also enter on line 10, Recaoitulationl $ 67,742.09
3W46AH2.000 (If more space is needed, insert additional sheets of the same size)
REV-1S13 EX+ (9-00)
SCHEDULE J
COMMON'NEAL lH OF PENNSYLVANIA BENEFICIARIES
INHERfTANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Murra" Geraldine M. 21-03-0387
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 (0)(1.2)]
1. Tjan, Anthony Granddaughter's Sp. 8,000.00
224 Marlborough Street
Apt. 62
Boston, MA 02116
2 Murray, Jonathan S. Grandson 8,000.00
2650 Spring Hill Lane
Enola, PA 17025
3 Murray, Catherine S. Grandson's Wife 8,000.00
806 Scott Avenue
Glenshaw, PA 15116
4 Murray, Peter W. Grandson 8,000.00
806 Scott Avenue
Glenshaw, PA 15116
5 Sensenig, David Granddaughter's Sp. 8,000.00
1245 Ash Lane
Lebanon, PA 17042
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II, NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1, Geraldine M. Murray Foundation (IRS Website Exempt 1,000,000.00
Organization Listing); Amount distributed pursuant to
disclaimer of William Murray and Paragraph Third of
decedent's Will; See attached copy of disclaimer and
charitable trust agreement
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1,000,000.00
2W46AI1.000 (If more space is needed, insert additional sheets of the same size)
Page 2
Estate of: Murray, Geraldine M. 21-03-0387
Schedule J Part 1 -- Beneficiaries
Item Amount or
No. Name and Address of Person(s) receiving property Relationship Share of Estate
5
6 Sensenig, Elizabeth M. Granddaughter 8,000.00
1245 Ash Lane
Lebanon, PA 17042
7 Murray, Stephen L. Grandson 8,000.00
16 Ridgeway Drive
Rye, NY 10580
8 Murray, Dr. Louise A. Granddaughter 8,000.00
215 East 68th Street
No. 27J
New York, NY 10021
9 Murray, Laura M. Granddaughter 8,000.00
224 Marlborough Street
Apt. 62
Boston, MA 02116
10 Murray, Lorraine Grandson's Spouse 8,000.00
24 Maple Avenue
Rye, NY 10580
11 Murray, Martin W. Grandson 8,000.00
24 Maple Avenue
Rye, NY 10580
12 Murray, Patricia L. Daughter-in-Law 8,000.00
401 Lisburn Heights Drive
Lewisberry, PA 17339
13 Murray, Jane E. Daughter-in-Law 8,000.00
2650 Spring Hill Lane
Enola, PA 17025
14 Murray, William M. Son 954,020.24
2650 Spring Hill Lane
Enola, PA 17025
15 Murray, Martin L. Son 1,944,920.24
Page 3
Estate of: MUrray, Geraldine M. 21-03-0387
Schedule J Part 1 -- Beneficiaries
Item Amoun t or
No. Name and Address of Person(s) receiving property Relationship Share of Estate
-
401 Lisburn Heights Drive
Lewisberry, PA 17339
COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION NOTICE OF DETERMINATION AND "
~~~~1~:6~~ PA 1'7128-0601 ASSESSMENT OF PENNSYLVANIA -
, ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN REV-483EXAFP 112.001
DATE 08-02-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NO. 21 03-0387
COUNTY Cumberland
RICHARD W STEVENSON ESQ ACN 201
MCNEES ETAL
PO BOX 1166 I Amo"" '.mltt.. I
HARRISBURG PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE c> RETAIN LOWER PORTION FOR YOUR RECORDS ~
. - REV483- EX AFP (12:00) - - - - - - - - - - - - - - - - - - - - - - - -;; - NOr-ICe- OF- [)EfER"'-IN.o:ffo-N -AND AS-S ESS-"'-E Nf - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN **
ESTATE OF MURRAY GERALDINE M FILE NO. 2103-0387 ACN 201 DATE 08-02-2004
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified 140,705.92
2. Pennsylvania Inheritance'Tax Assessed 131,250.99
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States .00
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 131,250.99
5. Pennsylvania Estate Tax Due 9,454.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) 0 (j
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAI~ Ii;' .
01/29/2004 CD003500 9.3 .fj'1 ~
(1) ::J=>
~:" ffi
f' I
\.0
_, \J
..l::>o
c . .
:~~ w
01
INTEREST IS CHARGED THROUGH 08-10-2004 TOTAL TAX CREDIT 9,327.87
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 127.06
REVERSE SIDE OF THIS FORM. * INTEREST AND PEN. 2.71
TOTAL DUE 129.77
* IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~~
COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION NOTICE OF DETERMINATION AND
DEPT. Z80t.&1
HAKRISBURG, PA 171Z8-~601 ASSESSMENT OF PENNSYLVANIA
. ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN REV-483 EX AFP [01-031
DATE 08-02-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
COUNTY CUMBERLAND
RICHARD W STEVENSON ESQ ACN 201
MCNEES ETAL I Allount Rellitted I
PO BOX 1166
HBG PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CA~USLE, PA 17013
NOTE: To insure proper credit to your account, subllit the uppe portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION OR YOUR FILES .....
RE-V=483--EX--AFP--foi~-oj)-----.-.-NCiffcE--OF--jETifRHIN-AT--N-Aiij-A!fsEs!fMENY-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED FEDERAL ESTATE TAX RETURN --
ESTATE OF MURRAY 1 03-0387 ACN 201 DATE 08-02-2004
l. Credit For State Death Taxes 140.705.92
2. Pennsylvania Inheritance Tax Asses ed 131.250.99
(Excluding Discount and/or Intere
3. Inheritance Tax Assessed by Ot .00
or Territories of the United
(Excluding Discount and/or I
4. Total Inheritance Tax Asse 131.250.99
5. Pennsylvania 9.454.93
TAX CREDITS:
PAYMENT DISCOUNT (+) AMOUNT PAID
DATE INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 08-10-2004 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 9,454.93
REVERSE SIDE OF THIS FORM.- INTEREST AND PEN. 201.77
TOTAL DUE 9,656.70
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~\~
Cd'!v1MONWEAl TH OF PENNSYLVANIA REV-1162 EX{11-96l
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG. PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT NO, CD 004334
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 17108-1166
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
n__UU fold nnnun n_._n_
101 I $536.38
ESTATE INFORMATION: SSN: 197-40-6791 I
FILE NUMBER: 2103-0387 I
DECEDENT NAME: MURRAY GERALDINE M I
DATE OF PAYMENT: 09/01/2004 I
POSTMARK DATE: 08/31/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 04/29/2003 I
I
TOTAL AMOUNT PAID: $536.38
REMARKS:
CHECK#153
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA , 7128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004333
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 17108-1166
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__u_n_ fClld dd_..___ nunu
101 I $3,973.12
ESTATE INFORMATION: SSN: 197 -40-6791 I
FILE NUMBER: 2103-0387 I
DECEDENT NAME: MURRAY GERALDINE M I
DATE OF PAYMENT: 09/01/2004 I
POSTMARK DATE: 08/31/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 04/29/2003 I
I
TOTAL AMOUNT PAID: $3,973.12
REMARKS:
CHECK#152
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REGISTER OF WILLS
.
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McNees Wallace & Nurick LLC
attorneys at law
LINDA M. ESHELMAN
ESTATE PARALEGAL
DIRECT DIAL: (717) 237-5210
E-MAIL ADDRESS: LESHELMAN@MWN.COM
August 31,2004
VIA CERTIFIED MAIL D0
::::;; (~ ~ ::0
Register of Wills =1 ;~, q;
0' / ()
Cumberland County Courthouse ft; :)
One Courthouse Square 6, r:g
Carlisle, PA 17013-3387 I
-
RE: ESTATE OF GERALDINE M. MURRAY :g
Cumberland County File No. 2003-00387 N
G.j
PA Department of Revenue No. 21-03-0387 A
Our File: 21733-0001
Ladies and Gentlemen:
Enclosed for filing in the above-referenced estate are the following documents:
. Supplemental PA Inheritance Tax return (2 originals). The return shows a tax
due of $3,973,12 and an estate check is enclosed in payment thereof.
. Copy - Estate's Supplemental U.S. Estate Tax Return
. Estate check for $536.38, the additional Pennsylvania Estate Tax due from
the Estate
. Check for $15.00, the fee for filing the supplemental Inheritance Tax Return
Please date stamp the copies enclosed, and eturn them to our office in the stamped
envelope provided, If you have any questions, pie s call me.
LME/mha
Enclosures
cc: William M. Murray
Martin L. Murray
P.O. Box 1166 '100 PINE STREET' HARRISBURG, PA 17108-1166' TEL: 717,232.8000' FAX: 717.237.5300' WWW.MWN.COM
HAZLETON, PA' STATE COLLEGE, PA . COLUMBUS, OH . WASHINGTON, DC
.
ESTATE OF GERALDINE M. MURRAY
PA ESTATE TAX. CALCULATION
Federal State Death Tax Credit 145,013.18
Less:
PA Inheritance Tax 135,132,32
Texas Inheritance Tax 29.00 135.161.32
PA Estate Tax 9,851,86
Less:
PA Estate Tax - Paid in January 2004 9.327.87
PA Estate Tax - Balance Due 523.99
Plus Interest from January 29, 2004 12.39
Total Balance Due (Estate Tax plus interest) 536.38
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COMMONWEALTH OF PENNSYLVANIA *'
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
~~~~iS~~~~OlpA l7lZ8-0601 INHERITANCE TAX
, STATEMENT OF ACCOUNT
REY-1607 EX AFP 101-05'
DATE 08-02-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03- 0387
.04 AUG 17 P 1 :14 COUNTY CUMBERLAND
RICHARD W STEVENSON ESQ ACN 201
MCNEES HAL .,...c. ' '.,.'. ,'.... I Allount Rellitted I
PO BOX 1166 t;en'
HBG C\P~bn1168)
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 RECORDS ~
RE:V=i6"ifj-E3f-"FP--foY=oiY------...--fNifERITANCE--fA3f-STATEHE-Nf-cfF-AC-Couiff--.-..---------------------
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 201 DATE 08-02-2004
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-02-2004
P R I NC I PAL T AX DUE: ....................................................................................................................................................................................................................,...... 9 , 454 . 93
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-29-2004 CD003500 .00 9,327.87
INTEREST IS CHARGED THROUGH 08-17-2004 TOTAL TAX CREDIT 9,327.87
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 127.06
INTEREST AND PEN. 2.81
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 129.87
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J ~\'--
COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 INHERITANCE TAX
HARRISBURG PA 17128-0601
, STATEMENT OF ACCOUNT
REY-I6D7 EX AFP 101-051
DATE 08-02-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
. . COUNTY CUMBERLAND
RICHARD W STEVENSON ESij4 AUG 17 P 1 .14 ACN 101
MCNEES ETAL ..,... .," I....... Roo;"" I
PO BOX 1166 ";:"1'
HBG PA k\'1nA r.,."'-" PA"
t~nnDt;I;al;~,~-' '."
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6"ifj-E3f-AFP--foY--03y------...--ZNifiRiYANC'E--TA3f-STATEM'E-tiT-cfF'-AC-coUiff--.-i.---------------- -----
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 101 DATE 08-02-2004
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-02-2004
PR I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 131 , 250 . 99
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (_) AMOUNT PAID
01-29-2004 CD003501 .00 131,250.99
TOTAL TAX CREDIT 131,250.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J ~~
COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z80601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 171Z8-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP [01-05)
. ,
DATE 11-01-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
COUNTY CUMBERLAND
RICHARD W STEVENSON ESQ ACN 101
MCNEES ETAL I Allount Rellitted I
PO BOX 116,4)
HBG . . PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
tr-. CUMBERLAND CO COURT HOUSE
.--
(~ CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
------------------------------..--------------------------------------------------------------------------------
REV-1547 EXAFP (~1-03). NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
. nlSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MURRAY -" v GERALDINE M FILE NO. 21 03-0387 ACN 101 DATE 11-01-2004
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 91,039.00 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7J .00
S. Total Assets (S) 91,039.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,787.15
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 4.787 15
12. Net Value of Tax Return (12) 86,251.85
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 3,002,940.48
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ !bb returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) 3,002,940.48 X 045 = 135,132.32
17. Allount of Line 14 at Sibling rate (17J .00 X 12 = .00
IS. Allount of Line 14 taxable at Collateral/Class B rate (1S) .00 X 15 = .00
19. Principal Tax Due (19)= 135,132.32
TAX CREDITS:
+ AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) i.' ,~.1 ,,~~ ~ ... T
01-29-2004 CD003501 .00 131,250.99 :i.... { .":~ : .. "t_:t..f;7.
08-31-2004 CD004333 91.79- 3,973.12 " .. ".'......
'..0:'. . . :. . ~
08-31-2004 CD004334 .00 536.38 "r .,-. .
3. .J,.l ' ."<. f,
TOTAL TAX CREDIT 135,668.70
BALANCE OF TAX DUE 536.38CR
INTEREST AND PEN. .00
TOTAL DUE 536.38CR
IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA *'
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF DETERMINATION AND
HARRISBURG, PA 17128-0601 ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL REv-m EX AFP 01-02
CLOSING LETTER ( )
DATE 08-30-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
COUNTY CUMBERLAND
RICHARD W STEVENSON ESQ ACN 2ll2i C . .:c
MCNEES HAL I A..~,..".",-....,t, '~..~ ~.:.~.~.."".:..I:;
PO BOX 1166 '-'
HBG PA 17108 ' (/) .','"
MAKE CHECK PAYABIi~ AND R'MIT PAYMENT TO:
co
REGISTER OF WlLLS
CUMBERLAND cO COURT ~USE
CARLISLE, PA p013..
~
N
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REV=736--EX--AFP--COr--02r----.-.-NOffcE-Of:--DETERMii.fAfioti-AND-AS-SESS-MENT------------------------ -- ---
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER --
ESTATE OF MURRAY GERALDINE M FILE NO.2l 03-0387 ACN 202 DATE 08-30-2004
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified 140,705.92
2. Pennsylvania Inheritance Tax Assessed 131,250.99
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States 127.06
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 131.378.05
5. Pennsylvania Estate Tax Due 9,327.87
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return 9,327.87
7. Additional Pennsylvania Estate Tax Due .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT 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.)
REV-1470 EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONI,/'{C'';\LTH Cr. PENNSYLVANIA
DE PAR- AENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Murray, Geraldine M. 2103-0387
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E Accepted additional assets.
H Accepted additional expenses.
ROW Page 1
REV-1470 EX (6-88)
* . .
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Murray, Geraldine M 21 03-0387
REVIEWED BY ACN
Steven James 202
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Based on the Federal Estate Tax Closing Letter, the estate tax has been adjusted.
ROW Paqe 1
COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT 280601 . .. .
HARRiSBURG, PA 17128-0601 PENNS'tl..VANIA ESTATE TAX
RECORD ADJUSTMENT
REY-U25 EX AFP IDl-D5J
DATE 08-13-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-.2,g...2003
... J \', ...
FILE NUMBER 21 ::03,..03870
- '. ..' .p,.
COUNTY CUMBERLAND
RICHARD W STEVENSON ESQ ACN 20Y'" [/)
rr1
MCNEES HAL I '~un'., Rellitte~ I
PO BOX 1166 .
HBG PA 171 08 00 .,'
MAKE CHECK PAYABLE AND R~T PAyMENT TO:
r.;.
REGISTER OF wILLS LV
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 :i62-3-EX-Aj:P-(oy:03T-----..-P-€NNS-VLVANfA--€STAyE-.~fA'x-if€cORi-AifJusYMENT--..--------------- -----
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 201 DATE 08-13-2004
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION CODE 706
1. Credit For State Death Taxes as Verified 140,705.92
2. Pennsylvania Inheritance Tax Assessed 131,250.99
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States 127.06
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 131.378.05
5. Pennsylvania Estate Tax Due 9.327.87
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 (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-29-2004 CD003500 .00 9,327.87
TOTAL TAX CREDIT 9,327.87
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 PAYMENT IS REQUIRED. (~
, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY ..,d,\
FOR CALCULATION OF ADDITIONAL INTEREST. BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV.1470 EX (6-88)
'* .- .
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Murray, Geraldine M 21 03-0387
REVIEWED BY ACN
Steven James 201
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Based on the copy of the Texas Inheritance Tax return, credit has been given for the
Inheritance taxes paid to the State of Texas.
. '..'
-'--'-"~ .
f.: ':~: i
w....'~~_
ROW Paqe 1
COMMONWEALTH OF PENNSYLVANIA '*
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT
PO BOX Z80601
HARRISBURG, PA 171Z8-0601 REV-IU7 EX AFP [09-04>
DATE 11-15-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
c-,~. .OJ; COUNTY CUMBERLAND
RICHARD W STEVENSON ESQ ACN 202
MCNEES ETAL I Anount Renitted I
PO BOX 1166
HBG PA 17,tP8
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, subnit the upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ft~:r&~~.!5r.A~~..rft1~.6!'.......i;..;rA~!~elr~l1r.~tl1f!A~.b~.l~1!~D~...i(i.....................
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 202 DATE 11-15-2004
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-30-2004
PRINCIPAL TAX DUE:, ..........'..'..'11...11111111111111111I111I111111"................11I111111111111I.....IH..._ 4,307.26
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2004 CD004334 .00 536.38
INTEREST IS CHARGED THROUGH 11-30-2004 TOTAL TAX CREDIT 536.38
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 3 , 77 0 . 88
INTEREST AND PEN. 13.27
1lI IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 3,784.15
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) vt
COMMONWEALTH OF PENNSYLVANIA '*
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES .
INHERITANCE TAX DIVISION PENNSYLVANIA ESTATE TAX
PO BOX Z8060l RECORD ADJUSTMENT
HARRISBURG, PA l7lZ8-060l REV-U25 EX AFP (09-04)
DATE 11-24-2004
ESTATE OF MURRAY GERALDINE M
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
RICHARD W STEVENSON Egij ) 1 c.! '. 7 COUNTY CUMBERLAND
ACN 202
MCNEES HAL I Allount Rellitted I
PO BOX 1166
HBG PA',1}l08
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=i62-i-EX--AFP--foY:oiY----..-PENNSV[VA-tiiA--E'STA-fE-j-A'x-ifE'coifli-Aifj(isj-MENY-..---------------- ----
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 202 DATE 11-24-2004
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION CODE FFL
1. Credit For State Death Taxes as Verified 145,013.18
2. Pennsylvania Inheritance Tax Assessed 135,132.32
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States 127.06
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 135,259.38
5. Pennsylvania Estate Tax Due 9,753.80
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return 9,327.87
7. Additional Pennsylvania Estate Tax Due 425.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2004 CD004334 .00 536.38
TOTAL TAX CREDIT 536.38
BALANCE OF TAX DUE 110.45CR
INTEREST AND PEN. .00
TOTAL DUE 110.45CR
. IF PAID AFTER THIS DATE SEE REVERSE SIDE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~IC
' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY
FOR CALCULATION OF ADDITIONAL INTEREST. BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
~~~" n n-rjAr or
....... ",'..':.... :. I,:!'. ,. ,! ,- ,~.
BUREAU OF INDIVIDUA c, ~\; j;:. ',',:':,L, r" PENNSYLVANIA ESTATE TAX
INHERITANCE TAX DIVISION r,::,:,v' : ; ,""- RECORD ADJUSTMENT
PO BOX 28D601
HARRISBURG PA 17128-0601 REV-UU EX'FP <12-04)
2D05 Jr,,;! I 4 pH '). 1,0 DATE 01-05-2005
I j ...;" -I
ESTATE OF MURRAY GERALDINE M
CLE,:~;< Cr: DATE OF DEATH 04-29-2003
OriPf~:/\\J',S FILE NUMBER 21 03-0387
RICHARD W!J~iEVENSoN Est' COUNTY CUMBERLAND
ACN 202
MCNEES ETAL I Allount R...itted I
PO BOX 1166
HBG PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account} submit the upper portion of this for.. with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
iiEV=iii2";J-Ex--Af'p-foFo3j------....-iiiNNsYCiiirN'IAnisTAYE-TAx-ificoifli-Aiijiisi'IoiENTn...n------------------
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 202 DATE 01-05-2005
ADjUSTMENT BASED ON: ADMINISTRATIVE CORRECTION CODE FFL
1. Credit For State Death Taxes as Verified 145,013.18
2. Pennsylvania Inheritance Tax Assessed 135,132.32
(Excluding Discount and/or Interest)
3. Inheritance Tax Assessed by Other States 29.00
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed 135 .161. 32
5. Pennsylvania Estate Tax Due 9 ,851.86
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return 9,327.87
7. Additional Pennsylvania Estate Tax Due 523.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2004 COO04334 .00 536.38
TOTAL TAX CREDIT 536.38
BALANCE OF TAX DUE 12.39CR
INTEREST AND PEN. .00
TOTAL DUE 12.39CR
. IF PAID AFTER THIS DATE SEE REVERSE SIDE [ IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
I IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRJ, YOU MAY
FOR CALCULATION OF ADDITIONAL INTEREST. BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.] ~<,~
REV-1470EX(6-88)
'*' INHERi'r ANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Geraldine Murray 2103-0387
REVIEWED BY ACN
Emerson Luciano 202
SCHEDULE ITEM EXPLANATION OF CHANGES
NO.
Adjustment has been made per fax dated 11/29/04
PaQe 1
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF INOIVI~ALTAK~S INHERITANCE TAX
INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT
PO BOX 280601 REV-IU1 EX 'FP n2-0~)
HARRISBURG PA 17128-06Ul
w,. ')'{ DATE 01-24-2005
I . ,,_...' MURRAY GERALDINE M
ESTATE OF
DATE OF DEATH 04-29-2003
FILE NUMBER 21 03-0387
COUNTY CUMBERLAND
RICHAR1IW STEVENSDN ESQ ACN 202
MCNEES ETAL I Allount Rellitted I
PO BOX 1166
HBG PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your accountJ submit the upper portion of this for.. with your tax pay.ent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
~~:r&~,r.!5r.~~~..rGl~1SJ'........;.."fA~!~e~"fA5r.~tA"!~~.b~.Ael:60frr...;;......................
ESTATE OF MURRAY GERALDINE M FILE NO.21 03-0387 ACN 202 DATE 01-24-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT: 08-23-2004
PRINCIPAL TAX DUE:, 523.99
'.'.'.'.'.'M''''''''.'.'.'.'.'.'"''''''''''''''"'"'"'"'.'.'"''''"""'M'"'"'.
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2004 l CD004334 .00 536.38
01-10-2005 REFUND .00 12.39-
TOTAL TAX CREDIT 523.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, ~
NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" [CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRI SBURG , PA 17108-1166
RE: Estate of MURRAY GERALDINE M
File Number: 2003-00387
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 4/29/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~.~AJ~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
ufi
. Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N fD d t GERALDINE M, MURRAY
ame 0 ece en:
Date of Death: APRIL 29. 2003
Estate No.: 2003-00387
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:
l. State whether administration of the estate is complete:
Yes [8] NoD
2. Ifthe 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 0 No l8l
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? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Cle k of the Orphan ' Court and may be
attached to this report.
Date: '"' \l& \cS
HARD w. STEVENSON, ESQ.
Name
MCNEES WALLACE & NURICK LLC
PO BOX 1166, HARRISBURG, PA 17108
Address
717-237-5208
Telephone No.
Capacity: o Personal Representative
l&l Counsel for personal representative
cPf