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HomeMy WebLinkAbout95-0238~,1 ' q ~l D~~g This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L. 304. AUG 16.200T Date n,~T !~ FD QASE: 4-12-95rc w PEIIYANEMT suck wtc a ~~ w w w 0 Z Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PElN1SYLIIMNIA • DEPARTMENT OF HEALTH • VRAL RECOtiD3 CERTIFICATE OF DEATH r25~06 NMIEw DECEDEMp'YIt MIOW.l+4 sECwtlrr llt101EER OF DERV •Arl n~ ~ " +• Evel >. Fbmale a. 381 - 03 - 3676 ~ tJ AOESar B4avla,) twoe77YUlt twDattar D/PE OFtttIRN slnn.7.cctciYalle .ucEOrDER7•(aro aaa,~aa.-,»:~.luaa.andn..w '"01'" ~ D w NOIA i IdYnaw (Manes. D•r. wn o rls Eldorad YgaYala ER10upMMa ^ DM ^ ttwaay 17111r ~ "°"" ^ HM°'"' ^ '~ ""'' ^ 82 Jul 3 ,1912 ° COUMYOFOE/QN LT11:lORD.TWPOF OERN plra:a140al pa saewarW nanO~} W113 DECFOFMOF/NSPANIC IytgwT 1Y1CE•Anank•n YIOIan.RYdI, WIYIa. ale MYIIngPlawq MCk Na ~! . M usuK taNOwetrelNESSmDUSrRr v«sDECE w oECeoodrseotlwatoN MRtlat,sww•M.I.Iw u.aRStEOwa C ESr w ~' mao.nn.n.I N ~ o ~ ° ~ °°° ° ' 1A0 ~ ~~ ~ d. ~ gw sn et I.. ..~.• ` csc C 7 i w^ Ns yp Wt2) It~ar3at 7 7 7t. t 11. 1 DEC~OiT'E MAEIMR ADDIIEEdRa•11. Ci1/ba~l•9Yla. PpCodal DECEDFM's p° n ~Z th Stala n ~ ni t%a t7k w da0M1lOM0^ l L ~ ~ '" 11 L 1 ^ T Y 824 Lisburn Road Apt . 339 ~ . . a , l .UU c D , RI3 l1SIJnS l1Q ~n. scENCE e.aew Camp Hill, PA 17011 Stan :Ypt «~~•~ ~ ~~ >< +~ + ~ sRNdt•s IaaME lRr+. MIODIa, Ua19 MOTIER's NMIE 6att aadda. Maim SvnalM Geor e Lusk ,. g ,,, al/O1WaM'! N17MERYpwr•19 ! IMRlq ADDRE801Saaat lF/tOrrn.7111a. Z70 Copal 205 All Wa Hill PA 17011 METIIOOOp DWEOF Dt9PaomDN RACE DF t>gpt7Ent0M•IlanrdCwrwy,a«•7M" tocagN-GMto•749Mta. Dpt:odl tlawl^ Clawalra~(] INmpolgm9YM^ .D.xwo ortirPMn BOX 158 °a~`n^ anwlsp.ai"t ^ ,,.March 3 1995 „.. Con-O-Lite Cremato ,uSchaefferstawn PA 17088 oRPERSar/ACrrKiASStlut tllNAeER ItAlAEA11DR]ORESSOFR7eElTr re d nC. n.. 012 y - Gr ~ ~ tlta tww~ I•b•+•d0•, daaM OawnOatOr utr, ale.ldpt.natrae. L1CEt/SE M171eER DRESg1ED NIYMdte Mr iel m) Da,t'M~ oluaad4a0~ N • ~~~OtMtd M DERN PRONDUNCEDDEADfMOMh. D•y wr) WUCA4E REFfARED10YEdG1l E1fAEMNERODRONFAf ~, nn E/.PMItk EnNrYrAraw,Yl(uWamnplfcwbrwNtlt<rwOlMMgn. DO mtrprtlrmoOadE,Yq,arErurAOC nrapanry anwl. anaRw Mrl hMaa ~ Mpoaimat• p11tIT r, atylEerlloaWarosalauagrarR ela tyt alWonaeaur an.aaal.. / ~~ Il0l rawalilO MIM IwOM"Ypcar•9lvwt 41MR71. /~ /~ ~ ,. C art W IDR A4ACDNSEDl1ENLE OF): sapraWy YOOrtdawla ~'YSC / L /Ll~'7.1..N ante wrpr+lam.er DtlE lOlGR ws~c E NcE ak I C t~t11tN `~ ~ ~ alialad aw111 Ol1E M(011 A5 A CGNSEWENCE DfY I wRYalgntlr~WT 71116 AN MJWPSY WERE NlR7-BY RI/OMiD3 MAiM1ER OF OEATN DRE OFWJURY TIMEawalm EI.NMYRNOp(? DESCRIBE IItTNwJ1111Y OL'CUMED. PERCOroaEtw w~unEla6DIt7o IMOm,.Dmwn DEaNt ~~ rt.aar ~ Ilamkka ^ Aaawt ^ Pandrq lmaadgMbn `^ rw ^ No ^ M. w ^ N0~ lba ^ No ^ 9W 1Aa ^ Cougnaf 0•MarmkuC ^ PIACE Gf I1llURY.N MnN. AUm.YroM. bdDryt ollka LOCRIXJII (SFaaI. CiM7a`./L Slia) tai6q, a1e.ISpeNyl 2M. 2f• 70a. 701. IfR1M1ER I(~a J~ad~'w) ~~NlPnr.~,r~an,.q cau.s d oaN, ww~ a~an. alveK~an naa amw+m e.am aro ~omp.lm ndn z7t ~~ ~ SGNQUi1E ANDTITIE OF RTIFlFA w N d Inrre.M?a.a..woer.,,mesa..olMa.~wal.nam.nn.ra.Nrw ..................................................... ^ 77w '-RONOIINCIND ANDl7DITMYIMB M1Y61C1AN ryn,icon Oam Waaa.rltn0 Dean and oarlilynObcauaddeNnl G(~~" ~' ORE57CWED2` ~~ TeB.taram7a•••*•0•.a.waeewmaNdMtlaN,at•.,IWINac•.aMdwmBlaoawa(alandmannarwmt.d .......................... 7ta ANO M70RE35 GF 7ERSON Yvtq COMPUETED CAUSE Oi DERN 'I~dCAI EIfAMwENCORONER On Uto baa4 M aaaminNlort andlor InwNigalbn, in my opinion, death oeturtad N 6w thna, dNa, ant plan, and dua to iM eauw(a) rM 27) Typ•a Print ra (` ~t - f' /' ma ~ , ~, REGISTRM'S SIGNRURE AND NUMBER _ ~ _ ~ _ DRE FlLEDIMOM.Oay. vearl 7]. ~~. ~°,~~s,~(,/ JJ~ 7.. ~ 991"' ~EV-1500 EXm (7-94) HARRI ALTH OF PENNSYLVANIA KENT OF REVENUE iEPT. 280601 JRG, PA 17128-0601 3 ~ ~ ~~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR DATES OF DEATH AFTER 12131191 CHECK HI IF A SPOUSAL POVERTY CREDIT IS CLAIMED. ^ rBB.C HUMBER COUNTY CODE YEAR NUM! Perry, Mary E. The Woods W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Lisburn Road W 381-03-3676 03-02-95 07-03-12 ~a p Hill, PA 17011 O (lf APPIIGABIE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDIE INITIAL) SOCIAL SECURITY NUMBER uUn AMAIINT RFfFIVFn IcCC Iwlcrel lrl W Y ¢ y [~ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return v x x =cc ^ 4. Limited Estate ^ 4a. Future Interest Com romise P f (for dates of death prior to 12-13-F ^ 5. Federal Estate Tax Return Re uired v ~ is ( or dates of death aher 12-12-82) [~ b. Decedent Died Testate ^ 7 D d M q a . ece ent aintained a Living Trust (Attach copy of Will) (Attach copy of Trust} ,~ 8. Total Number of Safe De osit Boxe P oZ COMPLETE MAILING ADD E S Mark R. Parthemer, Esquire P.O. Box 741 ~~ TELEPHONE NUMBER Harrisburg, PA 17108-0741 717 236-9377 1. Real Estate (Schedule A) (1) None 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Stock/Partnership Interest (Schedule C) (3) None 4. Mortgages and Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) NC1nP Z (Schedule E) 0 b. Jointly Owned Property (Schedule F) (b) 4 5 , 415.0 5 ~ 7. Transfers (Schedule G) (Schedule L) (7) None a 8. Total Gross Assets (total Lines 1-7) (8) 4 S ~ 41 5 [) 0 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 9 r 9 6 4. 7 4 , ~ ~~ • q q Expenses (Schedule H) ~y `'. 10. Debts, Mortgage Liabilities, Liens (Schedule I) (1Q) 9 6 0 . 2 7 a L3~•u 11. Total Deductions (total Lines 981 10) (T 1) _1 fl A 7 ~. (1 (1 12. Net Value of Estate (line 8 minus line 11) y (1Y) 3 4 , 4 9 0.0 0 3(. 7G0 ~ , T3. Charitable and Governmental Bequests (Schedule J) • (13) TTnna 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 3 4 , 4 9 0. 0 0 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percenta e on R 1 g everse ( 5) Side. (Include values from Schedule K or Schedule M ) x._= None . 1 b. Amount of Line 14 taxable at 6% rate (16} 3 4 , 4 9 0.0 0 (Include values from Schedule K or Schedule M.) x .06 = 2 , 0 6 9.4 0 ~J ~5~ ~ f 17. Amount of Line 14 taxable at 15°k rate (17) oz (Include values from Schedule K or Schedule M.) X .15 a ~" 18. Principal lox due (Add tax from Lines 15, 16 and 17.) ~ 19. Credits Spousal Poverty Credit P forpA,~L en }fo ~ 1354 n~O Interest UUYU v v UU (18) + + ' • • - (19) __ 2,100.00 x ra- 20. If Line 19 is greater than Line 1 B, enter the difference on line 20. This is the OVERPAYMENT 3 0 • f) 0 . (20) 21. If line T8 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) A. Enter the interest on the balance due on Line 21A. (21A) ~ B. Enter the total of line 21 and 21A on Line 216. This is the BALANCE DUE. (21 B) Make Check Payable to: Register of Wills, Agsnt ~~~': - W:,4at~x ~ _, ~~~•~BSURE'~T05ANSWER~ALL'~QI~,ES„ jrS ONtEVERSE SIbE AND'T@~ H :~I ~ .. Under penalties of perjury, I declare that I hove examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. I declare that all real estate has been re orted at t b k d l p , rue mar ase on a l in motion of which preporer has any knowledge. et value. Declaration of preporer other than the personal representative is SIGNATURE O SPONSIBLE FOR F RETURN ADDRESS --C~laGyt p~~-i/ 20Jr Allendale Way ~ ~ DATE ~~ '~ 1 SIGN TORE OF PREPARER OTHER THA N VE ADDRESS ~- I~ri .~~ ~~ P.O. BOX 741 DATE Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.Q2) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 196 (.®1) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (r) IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: a. retain the use or income of the property tronsferred, . ...................................................... b. retain the right to designate who shall use the property transferred or its income, . .............. c. retain a reversionary interest; or ............ .................................................................... d. receive the promise for life of either payments, benefits or care$ ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration$ ....................................... .................................................. 3. Did decedent oiwn an_'in~trust for'. bank account at his or her death$ ...................................... ~IF T E ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, N YOU MUST~MPLETE SCHEDULE G AND FILE IT AS PART OI: THE RETUR ~.=~ ;, -- , r :=} il.: :;.,~ L:~ eev,-ISOV ex+ lid-eal ~~! COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Mary Evelyn Perry 1995-238 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A• Gladys~Louise Bosan 205 Allendale Way Sister Camp Hill, PA 17011 B. C. Jointly-owned property: ITEM LFORR DATE NUMBE JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST ~• A 6-6-93 Legg Mason Certificates of $80,000.00 507 $40,000.00 Deposit Acct. No.:254-9319-01-126 Money Market Account 1,961.18 50g 980.59 2. A PNC Bank NA Checking No. :5140222353 6,222.09 50$ 3,111.05 Savings No.:5130159872 2,646.81 50$ 1,323.41 TOTAL (Also enter on line 6, Recapitulation) 5 4 5 415 . ~ 5 (N more space is needed insert addifiona! sheets of some size) REV-1511 E%+ (7y8B1 ' 14 SCHEDULE H ~ ~~ FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN RESIDENT DECEDENT MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER Mary Evelyn Perry 1995-238 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: ~• Memorial Plan, Miami, Florida $ 1,289.80 2. Stephen Bosan - Expenses incurred in transporting urn for burial. Harrisburg to Miami (lodging, meals, mileage ) gg4,97 3. Parthemore Funeral Home 2,419.03 B. Administrative Costs: G. Steven Bosan 2, . 1. Personal Representative Commissions 1~ _ _ Social Security Number of Personal Representative: 14 0 18 8 3 5 7 Year Commissions paid to be paid in 1995) 2. Attorney Fees Boswell, Snyder, Tintner & Piccola 2, 270.75 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees _ $ 144. 4 8 C. Miscellaneous Expenses: ~ Patriot News -Advertise Grant of Letters 184.96 2 Cumberland Law Journal -Advertise Grant of Letters 40.00 3. ~ Register of Wills - Filing Fees 350.00 4. ~ 5. b. I 7. 8. I TOTAL (Also enter on line 9, Recapitulation) I $ g , 9 6 4 . 7 4 (If more space is needed, insert additional sheets of same size.) REV-1512 EX~+ (1-93) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN DEBTS OF DECEDENT RESIDENT OECEDEN7 , MORTGAGE LIABILITIES AND LIENS :STATE OF Please Print or Type Mary Evelyn Perry FILE NUMBER 1995-238 ITEM NUMBER DESCRIPTION AMOUNT 1- The Woods - Ret irement Village 2. Bell Atlantic.- Final Bill $ 860.00 20.46 3. Michael Suchanick, Preparation of 1994 Tax Returns 40.00 4• Internist of PA - Last Illness Exp. 37.89 5. Ritzman X-Ray 1.92 TOTAL (Also enter on line 10 Recapitulation) $ 960 27 (If more space /s needed, Inserf oddlflonol sheets of same size.) ftEV•1513 EX+ (2•B7) ~ SCHEDULE J COMMONWEALTH Of PENNSYLVANIA B E N E F I C I AR I E S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary Evelyn Perrv FILE NUMBER ioos_nn~~a ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: ~ Gladys Louise Bosan Sister Specific begt 205 Allendale Way of $10 , 0 0 0.0 Camp Hill, PA 17011 One-half CCNF Money Market account (not existence at of death and residue 2. Douglas D. Vinyard 9100 Goodale Overland, Missouri 63114 Nephew One-half CCNF Money Market account - not existence at of death. (lf more space is needed, insert additional sheets of same size) pest in date in date TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ i None ^~a rl"', 4 Legg Mason Wood Walker, Incorporated 1010 Pine Street,. Harrisburg, PA 17101.1289 717.233.5055 Member New York Stock Exchange, lnclMember SIPC March 27, 1995 BOSWELL, SNYDER, TINTNER & PICCOLA Attention: Ms. Maronetta F. Miller 315 North Front Street P. 0. Box 741 Harrisburg, PA 17108-0741 RE: Estate of Mary E. Perry Social Security ~~381-03-3676 Date of Death: 3/2/1995 Dear Ms. Miller: We have an account set up for Mary Evelyn_Perry & Gladds Louise Bosan. The account number is 254-9319-01-1261. The account was opened 6/6/93. There was no change of ownership since the account was opened. We were instructed to submit $420.00 each month to PNC Bank to Mary E. Perry and Gladys L. Bosan joint account at the bank. Please advise us if we are to supposed to stop submitting the $420.00 to the bank. On the date of death (3/2/95) there was $1,961.18 in Legg Mason Wood Walker Cash Reserve Money Market. The client also owned the other following positions: 52,000 Greenwood Trust (New Castle, DE) 6.3~ Due 6/15/04 Book Entry C.D. 28,000 Lasalle National Bank Chicago, IL 6.6~ Due 9/18/12 C.D. Both these issues are worth face value since they are C.D.'s. The dividends earned this year to date are $16.35. These dividends are from Legg Mason Cash Reserve Trust. The decedent does not have any outstanding loans or balance due. If you have any questions, please do not hesitate to contact me at 233-5055. Sincerely, i ;~ Jo n J. Fabian Vice President/Investment Executive JJF/amr~ PNC OPEP.ATIONS SCPA TEL~717-730-2389 Jul 25.95 15=U5 No.UUS P.02 .. ~ s~, •~ !NO Bank, N.A. ';~ ~ 4Y9Y (YUiisk• PiQe ~ ~~ (aznp Nill, TA 19011 ~` ~. \J • V April 1z, 1s9s PNCIl~A~.I~II~. ~, • ~r- tdaronetta F. Mili$r '~ Bo6ti+el1, Snyder, Tintner, & Piccola CounsRl~rs At Law 315 North Front ~trcCt P.O. Sox 741 Harrisburg, PA 17108-0741 ~RE: Max'y E. Perry Date of Death: March ~, 1995 So~^ial Security No. 381-03-3G7G Dear Hs. Miller: As per your request fir information on accounts tho above refergnr.Pd decedent held with us, the information iR as tollows: -Chcvkinq Account No. 5140222353 opened 07/01/82 in the names of Mary E. Perry, Gladys L. Doasn. Balance at date o! deat~l: $6,222.09. Accrued interest: S7.69. interest ante: 2.02$. -Savings Account No. 5130159872 oponed 05/1/87 in the name of Mary E. Perry, Gladys L. RORAn. Balance at date of death: $2,646.81. AccruaA interest: $5.78. Interest rates 2.74. Enaloeed arQ COQIP..R of statements s2ivwing any t„tithdrawals made from the account. Stock information can be obtained from Chemival sank 1-~3U0-982-7652. If I ran be of any turthes~ assistance, please feel fray to Contact me at {717) 730-2321. S~~~Prely, _1 Edith iancil Miscellaneou3 Services SugPrvisor Bank Operations ET/mky LAST WILL AND TESTAMENT OF MARY E. .PERRY I, MARY E. PERRY, of the Borough of Camp Hill, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not acting under undue influence of _ any person whomsoever, do make, publish and declare this instrument to be my Last Will and Testament, in manner and form following: PRIOR WILLS FIRST: I hereby expressly revoke all Wills, Codicils and testamentary writings of whatsoever kind and nature heretofore made by me. DEBTS AND EXPENSES SECOND: I hereby direct my Executor or his successor, hereinafter named, to pay all my just debts, expenses of administration and funeral expenses out of my estate as soon as is practicable after my decease. I hereby direct my Executor or his successor, hereinafter named, to reimburse my sister and her husband, GLADYS L. BOSAN and GEORGE S. BOSAN, for their generosity in providing to me the necessary advances and guaranteed supplemental rental funds for my acceptance and continued living at The Woods at Cedar Run Nursing Home. TAXES THIRD: I direct that all estate, inheritance, transfer, legacy or succession taxes, or death duties, which may be assessed or imposed of, wheresoever situate, whether or not passing under this my Last Will and Testament, including the taxable value of all policies of insurance on my life and all transfers, powers, rights or interests includible in my estate for the purpose of such taxes and duties, shall be paid out of my general estate as an expense of administration, and without apportionment, and shall not be prorated or charged against any of the gifts in this Will or against any property not passing under this Will. In the absolute discretion of my Executor, hereinafter named, he may pay such taxes immediately or may postpone the payment of the taxes on future or remainder interests until the time possession accrues to the beneficiary or beneficiaries named herein. My Executor may, in his discretion, arrange for extension of time for the payment of said estate and inheritance taxes, and any interest and/or penalty incurred on any such taxes, whether or not resulting from such extensions or postponements, shall be borne by my estate as an expense of administration. SPECIFIC BEQUESTS FOURTH: I give, devise and bequeath the sum of Ten Thousand . (;10,000.00) Dollars to my sister, GLADYS L. BOSAN for her own use and enjoyment. I give, devise and bequeath the balance, if any, of my CCNB Money Market Account to the following persons in the following amounts: (a) One-half (1/2) to my sister, GLADYS L. BOSAN of Camp Hill, Pennsylvania. If GLADYS L. BOSAN should predecease me, then I give, devise and bequeath the interest which such deceased beneficiary would have received, if living, to her son, STEVEN G. BOSAN of Camp Hill, Pennsylvania. (b) One-half (1/2) to my nephew, DOUGLAS D. VINEYARD of Carbondale, Illinois. If DOUGLAS D. VINEYARD should predecease me, then I give, devise and bequeath the interest which such deceased beneficiary would have received, if living, to my sister, GLADYS L. BOSAN of Camp Hill, Pennsylvania. RESIDUARY BEQUESTS FIFTH: All the rest, residue and remainder of my estate, be the same real, personal or mixed of whatsoever nature and kind and wheresoever situate, including any property over which I may have any power of appointment, I give, devise and bequeath unto my beloved sister, GLADYS L. BOSAN. In the event that GLADYS L. BOSAN should predecease me, then I give, devise and bequeath the interest which such beneficiary would have received, if living, to GEORGE 5. BOSAN and STEVEN G. BOSAN, equally, share and share alike. 2 POSTING OF BOND NINTH: I hereby direct that my Executor, or any successor as named by me herein, shall not be required to give bond or other security required by law or otherwise for the faithful performance of~their duties. EXECUTOR POWERS TENTH: I hereby give unto my Executor, or his successor, hereinafter named, the fullest power and authority in all matters or questions pertaining to the administration of my estate and trust, executing the provisions of this my Last Will and Testament, including, but not by way of limitation, the power and authority to determine all doubtful questions which may arise in the con- struction of this my Last Will and Testament; I further hereby authorize and empower my Executor, or his successor, pending settlement of my estate, to sell, convey, mortgage, lease, ex- change, encumber or otherwise dispose of any and all of the prop- erty, real, personal or mixed at any time belonging to my estate, either at public or private sale, without prior approval of any court, and at such times and for such price or prices and in any such case upon such terms as he may think best in his discretion, and I authorize and empower my said Executor to execute, acknowledge and deliver to the purchasers, grantees, mortgagees, vendees, assignees or other persons, such contracts, deeds, mort- gages, bills of sale, and all other instruments of writing neces- sary or proper without obligation upon the latter to see to the proper application of the proceeds. He shall also have the power to compromise or otherwise settle or adjust any and all claims, charges, debts and demands whatsoever against, or in favor of my estate as fully as I could do if living. He shall further be empowered to carry on and conduct any business enterprise which I may be engaged in at my death, to retain any assets, including stocks or securities which I may own at the time of my death, pending settlement of my estate, without regard as to whether or not such assets or securities are legal investments for fiduciar- ies, and may make distribution in kind to my Trustee. Pending settlement of my estate, he shall also have the authority in his discretion to convert, sell, exchange or dispose of such assets and securities either for cash or for terms satisfactory to him and to acquire other assets without limitation to securities or invest- ments as may be declared legal for investment of trust funds. He shall further be empowered to borrow money, and to pledge assets of my estate as security therefor, for the purpose of paying taxes which may be levied upon or payable by my estate in accordance with this Will and in the event that funds in the hands of my Executor, or his successor, shall be insufficient to pay such taxes, and if, 3 in the opinion of my Executor, or his successor, it appears that conversion of securities and other assets, real and personal, would then be made at a sacrifice. EXECUTOR ELEVENTH: I hereby nominate, constitute and appoint GEORGE S. BOSAN, to be Executor of this my Last Will and Testament. In the event that he shall predecease me or for any reason be unable or unwilling to accept this appointment, then and in that event, I do hereby appoint my sister, GLADYS L. BOSAN, to be the successor Executrix of this my Last Will and Testament and to have all rights, privileges and duties conferred and created by reason of said appointment. IN WITNESS WHEREOF, I have hereunto set my hand and seal this !/~` day of _~=~y~,,"~_ , 1993. (SEAL) Mary Perry SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, MARY E. PERRY, as and for her Last Will and Testament, consisting of four (4) pages, in the presence of us, who at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto set our hands as witnesses: .C~ ~ ~ ~ Address Na Address ' Name Address 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: We, MARY E. PERRY, the Testatrix and Lori A. B. Zerbe ~ Mark R. Parthemer , and Diane E. Grissin~;er the witnesses, whose names are signed to the attached foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed, sealed, published, acknowledged, and declared the instrument as her Last Will and Testament; and that she 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 joint presence of each other and in the presence and hearing of the Testator, signed the instrument as witness to her Last Will and Testament; and that to the best of their knowledge the Testatrix was at the time eighteen years of age or older, was of-sound and disposing mind, memory and understanding, and was under no constraint or undue influence. MAR PE Y, Testa rix -~.~ Witness ;;~ ~~ ~ ~ Witness :` _ .~c.cJ ~ W' Hess Subscribed, sworn to and acknowledged before me, the undersigned officer, by MARY E. PERRY, the Testatrix, and subscribed and sworn to before me by Lori A. B. Zerbe and Mark R. Parthemer and Diane E. Grissin~er the witnesses, in the presence of each other, this 11th day of February , 1993. ~~ ~ ~ > ,, Notary Public ~. S A+GT,n„41AL ~~ =_`% ._._ _... .. I REV-].547. EX AFP (12-95) COl~10NNEALTH OF PENNSYLVANIA ACN 101 DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG, PA vlza-oeol DATE 12-25-95 es~w~e ur r~RR• riHRT ~ FILE N0. L1 y~-ucao DATE OF DEATH 03-02-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO ^REGISTER OF WILLS, AGENT' REMIT PAYMENT TO: MARK R PARTHEMER ESQ PO BOX 741 HBG PA 17108 Amount Remitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547•EX AFP (12-951 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PERRY MARY E FILE NO. 21 95-0238 ACN 101 DATE 12-25-95 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. Closely Hsld Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 (1) .00 (2) .00 (3) .00 (4) .00 (5) .00 cb) 45,415.05 (7) .00 (e) 45,415.00 (9) 7,693.99 (lo) 960.27 (11) A.654.96 (12) 36,760.64 (13) .00 (14) 36,760.64 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X . 00_ . 00 16. Amount of Line 14 taxable at Lineal/Claw A rata (16) .00 X .06. .00 17. Amount of Line 14 taxable at Collateral/Class B rate (177 36,760.74 X .15. 5,514.11 18. Principal Tax Due (lg) 5,514.11 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID 06-02-95 AA047833 105.26 2,000.00 11\ I CRCJ I 1J I.nNRl7CL rRUI'I 1L-U3-'/'.~ I U U1-UL-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT 2,105.26 BALANCE OF TAX DUE 3,408.85 INTEREST 26.10 TOTAL DUE 3,434.95 ( IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. t REV, 1470 EX (8-88);~ INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME ~ ~ ~ J 3 , ~ ~ - FILE NUMBER _ 1. - ACN f f SCHEDULE ITEM NO. EXPLANATION OF CHANGES ''~ ~. i .; ff .. s ~: .: .y ~,._ - - t r. -._ i .. - - < .. c.. .. _.-,..~.._. ~.:.. ei ~ ._ . ., l ., ~ `".~{_ ~_,_ f "fir t '. .. ' ~ 4 t : . f F ~.w,.: .' r.J _ a .' .: ~ w 1 ." - f J~ W ~ f . t /~r _. - / q /~ :~ , ,. : ; , t ; TAX EXAMINER: r ~`~'~~ `- r ~""~'~ ' , f'. ~ PAGE ''