Loading...
HomeMy WebLinkAbout95-0367~1-~5-v3(o~ 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...2001` ? . Date Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 Hlos. t~ R•v. 7/87 rrrcwnnT N P81MW18lIT RMIE BLaCKI11K , I COMMONWEALTH OF PENNSYLIMNIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH 036?95 e ~ _ a.+ w.~e.r, uhoe„vE+w urael,o~r oQEGFamH -wr~. u.,. ~.. I ~w.r ~++mn.G.r.w.n 1cw•.e sr.vwq,ca.,.N 40 ` .19 99S st,~osGE,~~a,.d, •^Na»-+••+•••cmn.man«•oy ria ~ = 6 as OEIP11 NBi.r7.S~ ~ pla ~ar+^ Ewowrw+ ^ ow ^ „"~ ,~' ~+ ^ Rripwin ^ arreoRO.nvrai n wuaEn•a:~w.~.a».r«i,•en.•e.l MaBGECEOENfGfM~BPMNICGNGNw7 •Mrner~ bd••. at•at N+w...k. L Yrdpw Pw.l•Rbk M UBUALGCCUPIYIp1 iowGF n ~~. a ~ a w~tliow~d•r°°",..°~ra"bj ua'w"r:°wncaaw oECE~r'sEOUCianM rw..-rnwN+a~w."Kid mnnuwosrousE M•~ iO d.•n p~ T ~ t Bell R t N• Me® . u nnrny ~,a ("CWM UMVareRIM.~i) . "'wirxi~ooncsepw.r.~wr•.n.sr..mcaao ~ I ~ + rit ,a 33s we3/ty Qr.vE RE810EWC8 ~°~ "`' i4 ~~ ~~®+~•.~.+Mew.Zn~.+tr /9/M.i x wr-' 014 /90 S °~""°'° i~ rr~~! Mb• a..w.+ Nwe~ue.rhw ~xa~wew..wou.~..o in^.r+.r.rrrd ~ C. ra w~.rfoyP..,:b won~Exs wwe ~ ~aa., u.w~s~.m.e ~eww rw~ra •ooREas la..c an+b•a srr ro c•d•1 °F o~aFO~srGernM BuIY® Ow•BO•^ Rw~wlMpiBY-^ attMbl OwrYS^ OB fB J nia ~wroa~ w~•r~i... °Y J4 / aOBMIPY•• ~p~°E LGCAIGN- 9w.7-C•e• ^ rr •r M OFRMER~L 861NICE LI~EOR.EH8011AC1WGA8 Stlp/ ~` .~ MIY.ER ra~.if bu a ~ _bonr._PA J7/e9 ...._.._- ___.--- . orv . I!C K . ws N+lJ J virrl~/ /Aew.` Sw[, Z .y ~, '~ f °iOE ~"^• M. r+n wm c~sE RERERREG W UEI ~ °O . w. 7Z : z ~ g ,~ ~. 11MOwN. D•natwinrrr nbaalpYq,avl~~cnaYeo •TIl, slbrJCair14W. ;App yeRE ~•iMr•M tlrl~ ~ WYM~e~ ~ >7NSEGUENCE OF): ~ 's i S aNSEGUErx;E a~ GrcwsE R.u.n ® ~ G.K wh osoEarrt ~.~. ^ ~. ^ ~ ^ w ^ rb~ r. ^ ~ ^ sWa~s ^ c•~b~wwawm„.a ^ ~ LL /LACE GF IN.RXiY•Hlbm•, hvi11, a1nM 6RRIEII ICIy~k 7a ~ ~G wC. (Sp•tilyl ~1'~•1 'aC61TIFYNp MIYBItJAN IPny.irlanyyyyy raua• tl WIn rMri Mdlr MYS<w Iw pronp.sp dan aria candalW Ibm 23) wp 1u~^rl•YB•. !•M ••onM bNb bewr(yaM ~Mn'wr •• a•Ma ............................................ 'MGNOyyCWG ANO ClRfIFYWO PRVfIGAN (PMY~' Ean orefnp bcau!•d MaOp ~ 7s er awa.rbb•+•as•.arn«ewr.arw.rw..ar..naaw..•~a arbwew•1.l ana~wwr.w.d ......................... ^ EIU tl, E1~R« in•~~bn. M mY •W~. tlesM xtumA •t IM t4n•. M4. rW .,.,.,.,+•M•IW......... ........................ a.c...nd Oi»totM eMU•f.).n0 ^ .................................... REG SSgNATURE ANO NUYBER ~» ^ w ^ LOCAION fS•K C. ]01. RE OF i v socnERSOR town ~s •..~,~ R~r~ ~-~~~u ~~ ~~ ~~-w, hill 0~ ~ REV-1bb0EX+(7-94) D E C E D E N T E R C K P S 600~90~0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE HARRISBURG, PA 87128-0801 i,~.-33 3 INHERITANCE TAX RETURN RESIf~~i~'~ DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLSI DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Crane Helen G, SOCIAL SECURITY NUMBER DATE OF DEATH GATE OF BIRTH 172-01-9044 /~ 04/29/ 07/06/1903 e FOR DATES OF DEATH AFTER 12/3 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMBER 21-95-0367 COUNTY CODE YEAR NUMBER DECEDENTS COMPLETE ADDRESS 325 Wesley Drive Mechanicburg, PA 17055 county Cumberland APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRSTAND MIDDLE INITIAL) SOCIAL SECURITYNUMBER 1. Original Return 2. Supplemental Return 3. Remainder Return 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82) (for dates of death after 12-12-82) X^ 5. Federal Estate Tax Return Required ~X 6. Decedent Died Testate QX 7. Decedent Maintained a Living Trust 0 8. Total Number of Sate Deposit Boxes (Attach copy of Will) (Attach a co of Trust) C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~ ~ NAME R N COMPLETE MAILING ADD ESS S N Ruth Ann McMillen Dauphin posit Bank and Trust Company TELEPHONE NUMBER 213 Ma et Street - T 717 255-2109 Harrisbur PA 17105 1. Real Estate (Schedule A) (1) None 2. Stocks and Bonds (Schedule B) (2) 1, 343 , 014 . 3. Closely Held StocklPartnership Interest (Schedule C) (3) one 4. Mortgages and Notes Receivable (Schedule D) (4) None C 5. Cash, Bank Deposits & 1iscellaneous Personal Property (Soh. E) (5) 23 , 489 , 11 A 6. Jointly Owned Property (Schedule F) P 7. Transfers (Schedule G) (Schedule L) (7) None ~"~ " U 8. Total Gross Assets (total Lines 1-7~ ~~~ 1, 366 , 503 , 77 L 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 84, 522. 32 T Expenses (Schedule H) I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 1, 132 .46 N 11. Total Deductions (total Lines 9 & 10) 12: Net Value of Estate (Line 8 minus Line 11) (11) 85 654.78 13. Charitable and Governmental Bequests (Schedule J) (12) 1, 2 , 848.99 14. Net Value Sub'ect to Tax (Line 12 minus Line 13) (13) 1, 00 , 848 , 99 15. Spousal Transfers (for dates of death after 6-30-94) (14) 280 , 000.00 See Instructions for Applicable Percentage on page 2. (15) 0.00 X 0 , 00 (Include values from Schedule K or Schedule M.) _ 16. Amount of Line 14 taxable at 6% rate (16) 0.00 X .06 = 0.00 (Include values from Schedule K or Schedule M.) T 17. Amount of Llne 14 taxable at 15% rate A (1~ 280 , 000 , 00 x ..~ 42 , 000 , 00 X (Include values from Schedule K or Schedule M.) 0 18. Principal tax due (Add tax from Line 15, 18 and 17.) (18) 42 , 000.00 M 19. Credits/Sp Poverty Prior Payments Discount Interest ~ 0.00+ 39,900.00 + 2,100.00 0.00 - (is) 42 , 000 , 00 AT 20. If Line 1s is greater than Llne 1s, enter the difference on Line 20. This is the OVERPAYMENT. (20) 0 TQ ~ Check: hent!ff yow :era ,aaiin a:etund of: r gve anti I 21. If Line 18 is greater than Llne 19, enter the difference on Line 21 Thls is the TAX DUE. ~ (2t) 0.00 N A. Enter the interest on the balance due on Line 21A. (21A) 0.00 B. Enter the total of Line 21 and 21A on Line 21 B. This is the BALANCE DUE (21 B) 0 , 00 Make Check Pa able to: R star of Wills A eM - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ Under penalties of perjury, I declare that I have examined this return, ineludinp accompanying sehsdulss and statements, and to the best of my knowledge and belief, it is true, corcset and complete. I declare that all real estate has been reported at true market value. Deckuation of preparer other than the personal representative is based on alt infermaflen ~r which preparer has any knowledge. SIG URE OF PERSON RESPONSIBLE FOR FILING RETURN ) DAT ° ~~ 213 Market Street Harrisbur PA 17105 ----'- ~.~~~~ SI ATUREOFPREPAREROTHERTHANREPRESENTATIVE DATE Dauphin_De~osit-Bank and Trust -Company ----- ---- ------------- 213 Market Street Copyright (c) 7994 form software only CPSystams, Ino. Harrisburg , PA 17105 Form 1500 (Rev. 7-94) -~:_~ ~ AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.~~ • °. 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% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 •1% (.01) 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 MARK ~ IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, . . g b. retain the right to designate who shall use the property transferred or its income, . g c. retain a reversionary interest; or . , ............................. g d. receive the promise for life of either payments, benefits or care? . . g 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideraton? If death occurred after December t2, 1982, dtd decedent transfer property within one year of death without receiving adequate consideration? , ...... g 3. Did decedent own an 'ln trust for' bank account at his or her death? . ..... g YOU MUST COMPLE1TE SCHEDULE G AND FIE T AS PART OF THESR ETURN. Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 (Rev. 7-94) LAST WILL AMID Z~.ST:4N~ ~F' HELEN G. CRANE I, HELIId G. CRANE, of East Pennsboro Township, Cumberland County, Pennsylvania, do hereby make my Last Will. and Testament, revoking all testamentary dispositions heretofore made by me. ITEM I: I direct my Executors to pay all my just debts, - funeral and burial expenses as soon after my decease as practicable, as well as all inheritance taxes, whether State or Federal, which may be assessed against my estate, or on any property passing as a result of my death, whether ar not foaming part of my estate, as part of the costs of ac~ninistration. I_: I direct that my funeral and burial arrangements shall be in charge of W. Orville Kimmel, 2001 Market Street, Harrisburg, Pennsylvania, ar his successor, and that my place of burial shall be in East Harrisburg Cemetery in the Mrs. Katie Crane Lot No. 70, Section 30 in said cemetery. I'I~I III: I direct my Executors to make the following disbursements for the purpose stated: Page I of 5 Pages ' ,~ (a) The sutra of TEN TI~iJSADID DOLLARS ($10, 000.00) shall be paid to EAST HARRISBURG CE{~71'ERY COMPANY, 2260 Herr Street, Harrisburg, Pesuisylvania, in trust, to provide for the care of the Katie Crane Cemetery Lot (Lot No. 70, Section 30) , and far the placetttent of flow~exs at the stone on Easter and Metrorial Day, annually; (b) The sum of TEN Z'HOUSAI~ID DOLLARS ($10, 000.00) shall be paid to UNION t of Duncannon, Pennsylvania, to provide for the care of Cora M. Bruahouse Lot; (c) To FIFI~i S"I~'tEEr UNITED MEIHpDIST Q1IJgQ3, 1721 North Fifth Street, Harrisburg, Pennsylvania, the sum of Cif HUNDRED TI~USAI~ID DOLLARS ($100 , 000.00) , in ttianory of ttty late parents, Mr. and Mrs. Benjatttin F. Crane; (d) Zb the HtA~I~ SOCIETY OF HARRISBURG AREA, INC., 7790 Grayson Road, Harrisburg, Pennsylvania, the sum of TEN TKWSAND DOLLARS ($10,000.00) , in memory of my late brother, Ray H. Crane; and (e) ~ CHRIST UN1~ METHODIST CHURN, 6580 Mifflin Avenue, Harrisburg. Pennsylvania, the sutra of ZWE1V'PY-FIVE THGUSAI`ID DOLLARS ($25, 000.00) , in tttetnory of my late brother, Eugene H. Crane, and his wife, Dorothy M. Crane. Page 2 of 5 Pages .. ,~/ ~~ ~ ~y r~i IV: hereinafter directed: I direct my Executors to make disbursements as (a) I give the sum of Z~iIl2TY THOUSAND DOI~,RS ($30,000.00) and my piano to MRS. BARBAR~i (~~~nTF, 1203 Nicely Av~ue, Montoursville, Pennsylvania; (b) She stun of TWFNI.'Y--FIVE THOUSAND DOLLARS ($25, 000.00) , all the Christmas dishes in the china cabinet and my snowblower to MRS. NIl~ SMITHSON, 510 Susan Road, Camp Hill, Pennsylvania, if she survives me; (c) I give MRS. MARION NIPPEL, 511 Susan Road, Camp Hill, Pennsylvania, the sum of TGJIIV'I'Y--FIVE THOUSAND DOLLARS ($25,000.00), if she survives me; (d) I give the sum of Z3n1IIV't'Y THOUSAND DOLLARS ($20,000.00) to MRS. ELIZASEI'H ~IOMA.g, 219 West Locust Street, Mechanicsburg, Petuzsylvania, if she survives me; (e) I give the sum of SEVELVTY--FIVE THOUSAND DOLLARS ($75,000.00) to VIOLA DiRO$ERZD and I give the sum of SEVE[~Tl'Y--FIVE THOUSAI`ID DOLLARS ($75, 000.00) and my typewriter desk to JENN.~ DiRC~EtZTO, 41 Golfview Road. Camp Hill, Pennsylvania. If either of the said Parties predeceases me, I give the entire sum of QNE HUNDRID FIFTY THOUS.~ID DOLLARS ($150,000.00) to the survivor; Page 3 of 5 Pages ~,;, .. ~~r~.k~~ .~~ Y~:.:~!M~.'. (f) I give the sum of TF1J ~IQ(TSAI~ID D OLLARS ($10, 000.00 ) to MRS • FF~DA HARE, 305 Lincoln Street, Marysville, Pennsylvania 17053, if she survives me. (g) I give the sum of TEN THDUSAI~ID DOLLARS ($10,000.00) to MRS. 1~iIRIAM CASSIDY, 63 Kensington Drive, Camp Hill, Pennsylvania, if she survives me. The gifts. made to individuals in this Will are in remanbrance of their kindness to me. ITFM V : I give to the BE~IOLENT HOME FUND o f the UNITED METHODIST HC1~S, Central Pennsylvania Conference, with offices at Room 112, 900 South Arlington Avenue, Harrisburg, Pennsylvania, or its successors, the scan of FIFi'Y THOUSAI~ID DOLLARS ($50, 000.00) to be used solely in the area of the said Central Pennsylvania Conference :for the maintenance of the homes and for the care of the guests as the Trustees of the said Fund shall determine, ITEM VI: All the rest, residue and ranaindPS of my estate, real and Personal and wheresoever situate, I give to the above-named BII~'Vl3LEi~Tr HO:~ FUDID of the UNITED METHODIST HOMES to be used solely in the area of the said Central Pennsylvania Conference for the maintenance of the HQ's and for the care of the guests as the Trustees of the said fund shall determine. Page 4 of 5 Pages ,. _ _ _ ,.:. •. . ~.~~e.y.'4~ f. -i ,~ _ ~ -. ~~,~.'~, ~a ~~ ~' I nani.nate, DEE~,IT BANK AMID TRUST CQ~1~Ny~ CC11.atitute and appo].nt DAUPHIN having offices in and around Harrisburg. Pennsylvania, and TnTTLL.IAM J. MADDEN, JR. , to be the E~cecutors of my estate. If W' ~1~m J. Madden, Jr., is unable or unwilling to so act, I appoint LlAUPI$~T DEP05IT BAS p~ TRUST Gp~~y, Harrisburg, Pennsylvania, to be my sole bcecutor. ~ F, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding f~' (4) pages, at the end of each page of which I have also set my initials for greater security and better identification this day of J~ ~.`~f ~(j ~- j 1992. Page 5 of 5 Pages ~ ,~ Helen G. Crane We, the undersigned, hereby certify that the for was signed, sealed, publyched and declared ~~g Will Testatrix, as and for her Last Will and Testament,, in the presence of us who, at her request and in her presence and in the presence of each .other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the said Testatrix was of sound and execution thereof, the disposing mind and menary «) Residing at ~ ~ ~G~ J ~~~ Iz~~ i ~~ ' ,, ~,.. Residing at~~%/ ,~ ,'% .r~;%~ ,rryr (SEAL) Residing at ' a:r~• '•.''•~Y'^~ ,'vw, . i County of We, the undersigned Testatrix and Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified acccrdinq to law, do depose and declare ~ the undersigned authority that: I. The Testatrix signed and executed the instrtanent as the Testatrix's Last Will and Testament. 2. The Testatrix signed and executed the Will willingly as the Testatrix's free and voluntary act for the purposes therein expressed. 3. Each of the Witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses. 4. Zb the best of the knowledge of each of the undersigned. the Testatrix was at the time 18 years of age or older, of sound mind and under no constraint or undue influence. Testatr~.x fitness o~ ("Witness") Witness Swann or affirmed and subscribed~,to~>before me the above-named Testator and Witnesses, this o~Y~ day of , 1992. No lic ~~ Normal seal (SEAL) ~H~x GAY luycorrrnisson E~esaa ~o, t9e4 ...._ ~x-u'isyhrartia Aazocaoon __ REVOCABLE LIVING TRUST by and between HELEN G. CRANE Settlor and DAUPHIN DEPOSIT BANK AND TRUST COMPANY TRUSTEE Dauphin Deposit Bank and Trust Company Member FDIC. 1. Helen G. Crane (Settlor) of Camp Hill, PA hereby transfer to Dauphin Deposit Bank and Trust Company (hereinafter called the Trustee), a Pennsylvania bank and trust company, the property described in the attached Schedule, to be held in Trust as follows: FIRST: Diapositive Provisions For My Benefit-During my lifetime: A. All of the net income shall be paid to me at least quarterly or shall be paid or accumu- lated and added to principal, as I may direct in writing; B. As much of the principal as I may from time to time request in writing shall be paid to me, or as I may otherwise direct; C. If, in the Trustee's opinion, I am at any time unable to act or apply the payments to my own best interest and advantage, the Trustee may apply directly for my benefit as much of the income and/or principal as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support or emergency needs and may add to principal as much of the income as the Trustee deems advisable. D. Trustee shall keep true and correct books of account, which books of account shall at all reasonable time be open to the inspection of Settlor or his duly appointed representa- tive. Trustee shall also quarterly render Settlor a detailed statement showing all receipts and disbursements on account of the trust estate and the manner and form in which the trust estate is invested at the time of the rendition of such statement. SECOND: Dispositive Provisions After My Death- Upon my death while the trust continues, the Trustee shall pay the then-remaining principal and income to my Executor or Administra- tor for disposition as part of my estate. THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in whole or in part, at any time and from time to time by an instrument in writing, delivered to the Trustee and intended to take effect during my lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the trust estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity may add property, real and personal, to the principal of this trust. FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shallrhave the following discretionary powers, applicable to principal and income, which shall be exercis- able without leave of court and shall continue until distribution is actually made: A. To accept and retain any or all property, including stock or other securities of the Trustee or of a holding company controlling the Trustee; B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks, bonds, options, and participations in common trust funds and money market funds); without being confined to investments prescribed by statute and without being required to diversify; C. To buy investments at a premium or discount; D. To hold property unregistered or in the name of a nominee; E. To give proxies, both ministerial and discretionary: F. To compromise claims; G. To join in any merger, consolidation, reorganization, voting trust plan, or other con- certed action of security holders, and to delegate discretionary duties with respect thereto; H. To borrow from Dauphin Deposit Bank and Trust Company or from others, and to pledge real or personal property as security therefor; to loan cash or securities upon such terms and conditions as trustees deem appropriate; I. To sell at public or private sale for cash or credit or partly for each, to exchange, to im- prove, or to lease for any period of time, any real or personal property; and to give options for sales, exchanges, or leases; J. To allocate an, . operty received or charge incurred to pr.. ,pal or income or partly to each, without being obliged to apply the usual rules of trust accounting; K. To distribute in cash or in kind or partly in each; L To retain any part or all of my business interests held in .this Trust as long as the Trustee considers it advisable to do so; and to conduct, alone or with others, any such business in which I am engaged, with all the powers of an owner or with respect thereto, including the power to delegate discretionary duties to others and to pay adequate com- pensation to any such person; to invest other property in such business, and to incor- porate it or change its form. SIXTH: Compensation: The trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, and this com- pensation shall be paid from principal or income or partly from each in the sole discretion of the Trustee. SEVENTH: Non•Assignment: No part of the income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy prior to actual receipt thereof. The Trustee shall pay over the net income and the principal to the persons herein designated, as their interests may appear, without regard to any attempted anticipation (except as specifically provided in this agree- ment), pledging or assignment under the Trust, and without .regard to any claim thereto or attempted levy, attachment, seizure or other process against me. EIGHTH: Law Governing Trust: This trust is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by its laws and shall have its situs at Cumberland County, Pennsylvania. Executed on ~qv. 3 , 19 Pc , NOTE: Before executing this document you may want to consult with your Attorney to as- sure that your wishes are being set forth accurately and in proper legal form. WIT ESS: ~' ,, ~ '~ ~ (SEAL) Settlor The foregoing trust is hereby accepted. Executed on January 4 , 19 g 0 . Dauphin Deposit Bank and Trust Company BY -_lv .Ito QL i D eJ _ Vice President Band T/rust Officer COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN On this, the 1990 nota 4th day of January , ~}~ ,before me, a ry public in and for the said Commonwealth and County, personally appeared Helen G. Crane , known to me (or satisfactoril name is subscribed to the foregoing Revocable Living Trust and acknow edged that he/she executed the same for the purposes therein contained. WITNESS my hand and notarial seal. of Publi y Commiss iM aM~ l~OC1L ~ (SEAL) AIM~r,l~wlAe'~,a,~•:i~lets!~lohrf~ REV - 1503 EX + (4-88) ESTA' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B Helen G. Crane SS# 172-01-9044 04/29/1995 21-95-0367 (Ail grope jointhf-owned with Rlght of Survivorship must be dllaclosed on Schedule F.) ITEM NUMBER. DESCRIPTION VALUE AT DATE OF DEATH Dauphin De osit B k d p an an Trust Company, Trustee Under Agreement with Helen G. Crane dated January 3, 1990: Securities: 1 $25,000 Gettysburg, PA Municipal Authority College 25,470.06 Revenue Bonds 5.75 due 2/15/99 Accrued Interest 295.49 2 $25,000 Lackawanna County, PA Bonds Series A 5.1$ due 25,178.31 4/1/97 Accrued Interest 99.17 3 $25,000 Middlesex Township, PA Municipal Authority 25,031.81 Revenue Bonds 4.7~ due 6/1/96 Accrued Interest 483.06 4 $25,000 Pennsylvania State Higher Educational 25,625.94 Facilities Authority Revenue Bonds Dickinson College 5.8$ due 8/1/99 Accrued Interest 354.44 5 $25,000 West Mifflin, PA Area School District Bonds 25,433.63 5.75$ due 2/15/98 Accrued Interest 295.49 6 2,552 shares American Telephone & Telegraph Co. 129,434.25 Accrued Dividend 842.16 7 1,728 shares Ameritech Corp. Accrued Dividend 77,598.00 864.00 (see continuation schedule attached) Total of Continuation Schedule s) 1,0 6 08.85 TOTAL (Also enter on line 2, Recapitulation) ~ 1, 343 , . 66 (If more space is needed, insert additlonal sheets of same size.) Copyripht(c)1994form software only CPSystems, Inc. Form 1500 Schedule B (Rev. 4-88) Estate of: Helen G. Crane SS# 172-01-9044 04/29/1995 CONTINUATION SCHEDULE Continuation of Schedule B ITEM DESCRIPTION # VALUE AT DATE OF DEATH 8 1,820 shares Bell Atlantic Corp. 99,246.88 Accrued Dividend 1,274.00 9 1,247 shares BellSouth Corp. Accrued Dividend 76.,183.91 860.43 10 1,470 shares Dauphin Deposit Corp. 35,280.00 11 100 shares General Motors Corp. 4,484.38 12 4 shares General Motors Corp. Class H 157.88 13 868 shares International Paper Co. 66,456.25 14 1,020 shares Nynex Corp. Accrued Dividend 41,341.88 601.80 15 1,020 shares Pacific Telesis Group 31,237.50 Accrued Dividend 555.90 16 1,530 shares SBC Communications Inc. 67,893.75 Accrued Dividend 631.13 17 260 shares UGI Corp. 5,053.75 18 1,020 shares U.S. West Inc . Accrued Dividend 41,915.63 545.70 19 47,406 units Dauphin Deposit Bank and Trust Company 529,996.09 Municipal Bond Fund Accrued Interest 2,291.99 1,00 ,008.85 " REV-tsoeEx+(z-a73 SCHEDULEE CASH, BANK DEPOSITS AND COMMONWEALTH Op PENNSYLVANIA MISCELLANEOUS INHERITANCE TAX RETURN _-- - RESIDENT DECEDENT PERSONAL PROPERTY Helen G. Crane SS# 172-01-9044 04/29/1995 21-95-0367 All p rty Jointly-owned with Right of Survivorship must be disclosed on Schedule Fl ITEM NUMBER DESCRIPTION VALUE AT DATE Dauphin Deposit Bank and OF DEATH Trust Company, Trustee Under Agreement With Helen G. Crane dated January 3, 1990: Principal: 1 Capital Reserve Account 2,118.00 Accrued Interest 75.74 Income: 2 Capital Reserve Account 15,508.79 Other: 3 Bell Atlantic - Pension Payment for May and June 1,612.90 4 Bell Atlantic - Reimbursement of Premium 29.90 5 United Methodist Homes for the Aging - Refund 270.30 6 Internal Revenue Service - Refund on 1994 Income Tax 3,539.00 7 Paid Prescriptions - Medical Reimbursement 165.53 8 Violanda DiRoberto - Cash not used for the benefit of 138.74 Helen G. Crane 9 PA Blue Shield - Medical Reimbursement 25.21 Miscellaneous: 10 Jewelry - Sale Price .. ,. .5.00 TOTAL (Also enter on line 5, Recapitulation) ; 3 , 489.11 (Attach additlonat 8 1/2" x 11" sheets 'rf more space is needed.) Copyripht(c) 1994 form software only CPSystems, Inc. Form 1500 Schedule E (Rev. 2-a7) REV-,s„ Ex + (7-aai SCHEDULE H FUNERAL EXPENSES, CDMMONWF,~ALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERI ANCETAXRETURN RESIDENT DECEDENT MISCELLANEOUS EXPENSES ESTATE OF Helen G. Crane SS# 172-01-9044 04 29 1995 ITEM NUMBER DESCRIP'T'ION A• Funeral Expenses: 1 R.J. Romberger & Sons - Funeral Expense 2 W. Orville Kimmel - Funeral Service 3 East Harrisburg Cemetery Co. - Perpetual Care of Lot No. 70, Section 30 Prltn or Type FILE NUMBER 21-95-0367 AMOUNT 115.00 4,537.00 10,000.00 4'^Y ~ B• Administrative Costs: , y t. Personal Representative Commissions Dauphin Deposit Bank and Trust Co . d°~ (34, 000.00 Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Beckley & Madden 34, 000.00 3. ~ Family Exemption Claimant 0.00 Relationship Address of Claimant at decedents death Street Address City State ap Code 4. Probate Fees Register of Wills - Cumberland County 690.00 C• Miscellaneous Expenses: 1 Cumberland Law Journal - Cost of Advertising and 40.00 Proof of Publication 2 Mellon Bank -Reimbursement of Pension Checks after Date 990.40 of Death 3 Patriot News Company - Cost of Advertising and Proof of 149.92 Publication TOTAL Also enter on line 9, R Itulatlon) S 22.32 (If moro space Is needed, Insert additional sheets of same size.) Copvriaht (c)1994 form software only CPSystems, Inc. Form f500Schedule H(Rev.7-a8) ' REV- 1512 EX+ (1-93) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES AND ESTATE OF "~~w Plaaaa Print of FILE NUMBER Helen G. Crane SS# 172-01-9044 04/29/1995 21-95-0367 ITEM NUMBER DESCRIPTION 1 Dauphin Deposit Bank and AMOUNT Trust Co. - 1994 Individual 125.00 Income Tax Preparation Fee 2 AARP - Medical Expense 30.00 3 Alert Pharmacy - Medical Expense Balance Due 1.61 4 Dauphin Deposit Bank and Trust Co. - Trustee Fee from 919.33 3/27/95 to 4/29/95 5 Cowley Associates - Physician Service Expense 29.52 6 Sally Miller - Hair Care 27.00 TOTAL (Also enter on line '10, Rec (tulaUon) S 1 132.46 (If more space is needed, insert addftlonal sheets of same size.) Capyright(c) 1994 form software only CPSystems, Inc. Form t500Schedule I(Rev, f-93) ' REV-S'$f3EX+ (2-87) COMMONWEALTH OF PENNSYLVANIA I SCHEDULE J INHERITANCE TAX RETURN RESIDENT DECEDENT BENEFICIARIE Helen G. Crane SS# 172-01-9044 04 29 1995 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: 1 Union Cemetery of Duncannon c/o Wilmer G. Liddick, Sec. 5 Roseglen Road Duncannon, PA 17020 2 Mrs. Barbara Casale 1624 Chelsea Place Williamsport, PA 17701 3 Mrs. Nina Smithson 510 Susan Road Camp Hill, PA 17011 21-95-0367 I RELATIONSHIP I AMOUNT OR SHARE OF ESTATE pecific Bequest as per Item III b) - $10,000.00 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1 Fifth Street United Methodist Church P.O. Box 2141 Harrisburg, PA 17105-2141 2 Humane Society of Harrisburg Area Inc. 7790 Grayson Road Harrisburg, PA 17111 3 Christ United Methodist Church 6580 Mifflin Avenue .Harrisburg, PA 17111 4 Benevolent Home Fund of the United Methodist Homes Central PA Conference Room 112 900 S. Arlington Avenue Harrisburg, PA-17109 (see continuation schedule attached) Total of Continuation Schedule(s) TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Rec i1 (If more space is needed, insert additlonal sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Friend Specific Bequest as per Item IV (a) - $30,000.00 and (pi no - previously disposed of) Friend pecific Bequest s per Item IV (b) - $25,000.00 nd (Christmas dishes & Snow- b1o er - previously disposed ofl AMOUNT OR SHARE OF ESTATE Specific Bequest as per Item III (c) - $100,000.00 Specific Bequest as per Item III (d) - $10,000.00 Specific Bequest as per Item III (e) - $25,000.00 Specific Bequest as per Item V - $50,000.00 _ 815,848.99 S 1,000,848.99 Form 1500 Schedule ~ {Rev.2-87) r estate of: Helen G. Crane SS~~ 172-01-9044 CONTINUATION SCHEDULE Continuation of Schedule J-A ITEM ~~ NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT 4 .Mrs. Marion Nipple 511 Susan Road Friend Specific Camp Hill, PA 17011 Bequest as per Item IV (c) - $25,000.00 5 Mrs. Elizabeth Thomas 219 W. Locust Street Friend Specific Mechanicsburg, PA 17055 Bequest as per Item IV (d) - $20,000.00 6 Viola DiRoberto 41 Golfview Road Friend Specific Camp Hill, PA 17011 Bequest as per Item IV (e) - $75,000.00 7 Jennie DiRoberto 41 Golfview Road Friend Specific Camp Hill, PA 17011 Bequest as per Item IV (e) - $75,000.00 (Typewriter Desk - previously disposed of) 8 Mrs. Fredda Hare 305 Lincoln Street Friend Specific Marysville, PA 17053 Bequest as per Item IV (f) - $10,000.00 9 Mrs. Miriam Cassidy 63 Kensington Drive Friend Specific Camp Hill, PA 17011 Bequest as per Item IV (g) $10,000.00 Estate of: Helen G. Crane SS# 172-01-9044 04/29/1995 CONTINUATION SCHEDULE Continuation of Schedule J-B ITEM DESCRIPTION # AMOUNT 5 Benevolent Home Fund of the United Methodist Homes As per Item Central PA Conference VI - Residue Room 112 $815,848.99 900 S. Arlington Avenue Harrisburg, PA 17109 ------------- 815,848.99 a ~ R[cV- 5848 EX (1-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE Tnx rnvia~nu SCHEDULE N SPOUSAL POVERTY CREDIT AVAILABLE FOR DECEDENTS DYING AFTER 1?J31/tlt~ ~~•n•cvr Helen G. Crane SS# 172-01-9044 04 29 1995 FII-ENUMBER This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet - 95 - 03 6 7 1. Taxable Assets total from line 8 (cover sheet) , ...................... t. 1,366,503.77 2. Insurance Proceeds on Life of Decedent. . ................................. 2. 0.00 3. Refirement Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . :~_ n nn 4. Joint Assets with Spouse . 4. 5. PA Lottery Winnings . , 5. 6a. Other Nontaxable Assets: List (Attach schedule if necessary) . . , • ~• 0.00 sb. 6c. ~ 6d. ~ 6. SUBTOTAL (Lines sa, b, c, d) . .. ... , 6. 7. Total Gross Assets (Add lines 1 thru e). , 7. 8. Total Actual Liabilities . , 9. Net Value of Estate (Subtract line 8 from line 7) . If line a is greater than $200,000 -STOP, The estate is i ...:... ,. . not eligible to claim the credit If ~)) .. . not, continue to Part II. ... _: , .. Income: ~, . , ~ R v. ! Xx a. Spouse . . . . t. TAXYEAR• 18 92 2• ~ TAX YEAR• 1s 93h b. Decedern . ... . 1a. 0.00 2a. 0.00 .................. . . c. Joirrt. . . . tb. 0.00 2b. 0.00 .............. d. Tax Exempt Income tc. 0.00 2c. 0.00 • • ... e. Other Income not listed above td 0.00 2d. 0 , 00 . t. Total. .. 1a. 0.00 2e. 0 , 00 . , .... 4. Average Joirn Exemption Income Calcutat(on tt. 0.00 2t. 0.00. 4a. Add Joint Exemption Income from above: 1 0.00 0,00 0.00 1,366,503.77 0,00 1,366,503.77 8. 9. TAX YEAR: 19 94 O,OC 0.00 0.00 0.00 0.00 0.00 (n 0.00 + (2n 0.00 +(3~ 0.00 a 0 , 00 4b. Average Joint Exemption Income . ... ( - 3 ) If line 4(b) is greater than $40,Opp -STOP. The estate is not eligible to claim the credit. If not, continue to Part III. 0.00 ,. ~- _.; .•_ -. " ~;w - , _ ,_ . w ~.=~, .:. .. 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less . . .................. t. 0.00 2. Multlply by credit percentage (see instructions) . 3. This is the amount of the Resident Spousal Poverty Credit Include this figure 2' 6 .00$ in the calculation of total credits on line 19 of the cover sheet , . 4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the 3• 0.00 decedent's gross estate . , 5. Multiply Ifne 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal 4• 0.00 Poverty Credit. Include this figure in the calculation of total credits on line 19 of the cover sheet. Copyright (c) 1984 form software only CPSystems, Inc. 5. 0.00 Schedule N (Rev. 1-92)