HomeMy WebLinkAbout01-0056
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'w COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 01
21 01 56
COUNTY CODE YEAR
NUMBER
12-27-00 06-23-1914
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
Lorraine H. Gea
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DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL)
Edward W. Geary
DAlE OF DEATH MM-DD-'fEAR)
SOCIAL SECURITY NUMBER
186 -
- 0006
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D4.UmiledEstate
~ 6. Decedent Died Testate (Atllch copy of Will)
D9.Liligar,onProceedsReceived
03
OATE OF BIRTH (MM.DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
- 5
o 2. Supplemental Return
D4a.FuturelnterestComprOmiSe(d,l,ofdU,h,ft,r12-12-B2l
o 7. Decedent Maintained a living Trust attach I copyofTI\ISI)
o 10.SpousaIPovertyCredil(dItIOfduthb.tnlnI2.31-illndl.l.i5}
D 3. Remainder Retum (dlll.oIOulhpriol"I01H~.82)
D 5, Federal Estate Tax-Return Required
8. Total Number of Sale Deposit Boxes
o 11. Election to tax under Sec. 9113(A) attachscl100
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THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
NAME COMPLETE MAILING ADDRESS
Thomas E. Flower, Es .
FIRMNAMo "'*"","' .
Saldls, Shun, r lower & Lmdsa
TELEPHONE NUMBER
717-737-3405
2109 Market Street
Carn Hill, PA 17011
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2) 461,946.65 - '
(3)
(')
(51
(6) 122,725.65
(7)
(6) 584,672.30
(9) 28,008.02
('0)
4. Mortgages & Noles Receivable (Schedule OJ
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orl)
9. Funeral Expenses & Administrative Costs (Schedule H)
10-. Debts 01 Decedenl, Mortgage Liabilities, & Liens (Schedule 1)
8. Total Gross AllelS (total lines 1-7)
(1\) 28,008.02
(12) 556,664.28
('3) 428,938.63
13. Charitable and Governmental BequestslSec 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
(14) 127,725.65
11. Total Deductions (tota! lines 9 & 10)
12. NetV.lue of Estate (line 8 minus line 11)
14. Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable 8tthe spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amounl of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
122,725.65
5,000.00
X,D~ (15) 0
x,D 45 (16) 225.00
x.12 (17)
x.15 (18)
(19)
CHECK HERE IF YOU ARE REOUESTING A REFUND Of AN OVERPAYMENT
200
Decedent's Complete Address:
STREET~DRES1:
anor are
1700 Market Street
CITY Camo Hill I STATE PA I ZIP 170\1
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (I) 225.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C.Discount
Total Credits (A; B; C) (2) 0
3. InteresVPenalty if applicable
D.lnterest
E. Penalty
(3) 0
(4)
(S) 225.00
(SA) 0
(513) 225.00
Total Interest/Penalty ( 0 + E 1
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
5. If Line I t" Une 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the lax due,
B. Enter the total of line 5 + SA This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT ~."
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 . Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - - - _ - - - - - - - - - - - - 0
b. retain the right to designate who shall use the property transferred or its income; _ _ _ _ - _ _ _ - - - . - - - - 0
c. retain a reversionary interest: or - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - B
d. receive the promise for fife of either payments, benefits or care? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - _ _ _ - - _ r
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
witt\out receilling adequate consideratkm? - - - - - - - - - - - - - - - - - - - ~ - - -- - - - - - - - - - - - - - - - 8
3. Did decedent own an "in trust for"d?ayable upon death bank account or security at his or her death? _
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which
contains a beneficiary designation? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ _ _ ~ _ _ _ - - - _ 0
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Unlllr ptn.ltitt 01 p1~lIry,1 eltel....Ih.1 1 h.v. 'IImine dlll return, including .ccomPlnyln~ Kh.dulet and alatt""nP, Ind 10 th. bat ot my knowltd~. .nd b.li." It ia w', COITfCllnd
compl.la.
Dtc""~n 01 ,...plrer olh.r thin Ih. ptrsonll repret.ntlliv. la blltd on III Inlonn,tion 01 which preplrer hili 'ny knowltdll"
ADDES
Lorraine H. Ge 5252 Terrace Road, Mechanicsbur , P 17055
SI OF PREPARER OTHER TjjlIN REf'R~SENTATIVE
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ADDRESS
Siadis, Shuff, Flower & Lindsay, 2109 Market Street, Camp Hill P A 17011
DATE
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 to the use of the surviving spouse is 3%
[72 P.S. S9116 (a) (1.1) (1)1
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. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer 10 a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stm 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 RS. 99116(a)(1.211.
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 RS. ~9116(1.2) [72 RS. ~9116(a){1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. ~9116(s){1.3)J, A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Edward W. Geary
FILE NUMBER
21-01-0056
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
I.
DESCRIPTION
Morgan Stanley Dean Witter account number 41 0-048825 consisting of:
VALUE AT DATE
OF DEATH
1000 shares Great Atlantic & Pacific Tea Company (unit value 10.81) 10,810.00
2 3000 shares Anz. Exchange Preferred Trust (unit value 24.38) 73, 140.00
3 2000 shares Anz. Exchange Preferred Trust II (unit value 24.38) 48,760.00
4 2000 shares Fleet Capital Trust (unit value 26.38) 52,760,00
5 873 shares SBC Communications (unit value 47.28) 41,275.44
6 18 shares El Paso Energy (unit value 71.47) 1,286.46
7 293 shares Delphi Automotive (unit value 11.34) 3,322.62
8 600 shares Fortune Brands (unit value 28.66) 17,196.00
9 14 shares Raytheon Co. (unit value 27.53) 385.42
10 631 shares Exxon Mobil (unit value 88.25) 55,685.75
II 100 shares Carpenter Technology (unit value 33.16) 3,316.00
13 514 shares First Union Corp. (unit value 28.63) 14,715.82
14 money market account 139,293.14
TOTAL (Also enter on line 2. Recapitulation) '461,946.65
(If more space is needed, inse- additional sheets of the same size)
REV.,",,!,,,,,,,,,,.
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTOECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Edward W. Geary
FILE NUMBER
21-01-0056
If an asset was made joint within one year of the decedent s date of death, It must be reported on Schedule G,
SURViViNG JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Lorraine H. Geary
5252 Terrace Road, Mechanicsburg, PA 17055
spouse
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %0' OATE Of DEATH
ITEM FOR JOIIIT MAllE Include nameoffinanci.linslitulionlnd bank account number or simil ar identilying number. DATE OF DEATH DEeDS VAlUE OF
NUMBER TENAIIT JOINT Atlachdeedforjoinlly.heldrealestale. VAlUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 3/8/76 5252 Terrace Road, Mechanicsburg, Pa. (residence) 125,000.00 1/2 62,500.00
711 0/97 Dreyfus Pa. Muni Bond Fund account #105-3346777943 21,920.39 1/2 10,960.20
6/20/97 Dreyfus Investment account #63894224-ME-39 17,492.40 1/2 8,746.20
1998 1998 Mercury Grand Marquis LS Sedan 15,925.00 1/2 7,962.50
1/30/86 Mellon Bank Money Market acct. # 250-070-8454 31,009.43 1/2 15,504.72
8/06/76 Mellon Bank Money Market acct. # 162-107-4432 27,104.06 1/2 13,552.03
3/08/76 Household furnishings 7,000.00 1/2 3,500.00
TOTAL {Also enter on line 6, Recapitulation) $ 122,725.65
(If more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Edward W. Geary
FILE NUMBER
21-01-0056
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMnUNT
A. FUNERAL EXPENSES: 7,IU4.UU
t funeral expense - Burkey Driscol Fneral Home 7,039.00
Burial marker 65.00
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B. ADMINISTRATIVE COSTS:
I. Personal Representative s Commissions
Name of Personal Representative (s) .,. ~..
Social Security Number(s) I EIN Number of Personal Represenlalive(s)
Street /l.ddre$$
City Slale Zip
Year(s) Commission Paid:
2. Attorney Fees ISaidis, Shuff, Flower & Lindsay I 16,768.42
3. Family Exemption: {il decedents addTen is not the same as claimant s, allsch explanation)
Claimant Lorraine H. Geary 3,500.00
StreelAddress 5252 Terrace Road
Clly Mechanicsburg Slale PA Zip 17055
Relalionship of Claimanl 10 Decedent spouse
4. Probate Fees 435.50
5. Accoun\an\ s Fees
6. Tax R.eturn Preparers Fees
Advertisement of Estate 185.10
7.
Inheritance Tax Return Filing Fee 15.00
TOTAL (Also enter on line 9, Recapitulation) S 28,008.02
(It more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
d. d.. W C:,
FILE NUMBER
2\ I ~IP
E vJOr e';1rlol -f:) -00
RELATIONSHIP TO DECEDENT AMOUNT DR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PRDPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I. Edward R.G. Smith grandson 5,000.00
3262 Tayloe Court
Herndon, VA 22071
Lorraine H. Geary spouse 122,725.65
5252 Terrace Rd.
Mechanicsburg, P A 17055 .-
,
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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. Lorraine H. Geary, as lifetime trust income beneficiary 428,938.63
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 428,938.63
(If more space IS needed, Insert additional sheets of the same size)
SAlOIS.
SHUFF &
MAS LAND
I\Tt'OItNEYS-AT.U.W
z 1 09 Market Street
Camp Hill. PA
21-01-56
CODICIL TO
THE LAST WILL AND TESTAMENT
OF
EDWARD W. GEARY
I, EDWARD W. GEARY, of Mechanicsburg, Cumberland County,
Pennsylvania, declare this to be the second codicil to my Last
will dated April 8, 1996.
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I - I revoke my Codicil dated July 9, 1996, and provid~
that HERSHEY TRUST COMPANY and my grandson, EDWARD R. G. SMITH,
shall be trustees of the trust created therein and that none of
my personal representatives or trustees shall be required to post
bond in this or any other jurisdiction.
II - In all other respects I hereby ratify, confirm and
republish my Last will dated April 8, 1996, together with this
codicil as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the
. ,
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1998.
day of
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(SEAL)'
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EDWARD W. GEARY .j
Signed, published and declared on the date thereof by the above-
named EDWARD W. GEARY as and for the codicil to his Last Will
dated April 8, 1996 in the presence of us, who at his request, i~
his presence, and in the presence of each other, have hereunto !
scribed our names as witnesses hereto. . 17 i
p, ()~" 4.. u.~
N me Address '
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Address
SAlOIS, \1
SHUFF &
MASLAND
ATTORNEYS-AT-LAW
2109 Market Street
Camp Hili. PA II
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COMMONWEALTH OF PENNSYLVANIA)
55.
COUNTY
OF
CUMBERLAND)
WE, the undersigned, the Testator and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the Testator signed and executed 'the
instrument as his Last Will and Testament and that he signed
willingly (or willingly directed another to sign for him), and
that he executed it as his free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator signed the Will as
witnesses and that to the best of their knowledge the Testator
, was at that time eighteen years of age or older, of sound mind,
'i and under no constraint or undue influence.
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Testator
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P /a4.,
Witness
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Subscribed, sworn to and acknowledged before
testator, and subscr~el and sworn to before me
wi tnesses, this L(i-:- day of ,J~,
me by the
by both
, 1998.
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Notary ',':Ub'li,S2'
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Shel""v NOlana! Sea! - "._-~.-
,.... v. l.. Ymglrng N
I"..amp Hill 80ro...... . Olary .~i)t'II'
M~' CommISSIon ~umberland Cel ,'- .
,-,'(O/res Apr'!Q "),:
Mer."'oer ?ennsyjvama ASSI)Cfa~':'\, -" .\~
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SAlDIS, GUIDO,
SHUFF &
MASLAND
2 1 09 Market Street
Camp Hill. PA
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I 21-01-56
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II LAST WILL AND TESTAMENT
'I OF
!I EDWARD W. GEARY
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" I, EDWARD W. GEARY of Mechanicsburg, Cumberland County,
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Pennsylvania, hereby revoke my prior wills and declare this to be
my will:
GIFTS
I. Personal and Household Effects: I give all my
articles of personal or household use, including automobiles,
together with all insurance relating thereto, to my wife,
Lorraine H. Geary. If she fails to survive me, then I give all
such property to my grandson, Edward R. G. Smith.
My Executor may make whatever arrangements my executor
deems appropriate for storing and delivering articles of personal
or household use to the beneficiaries, and may pay the cost
'I
thereof and any related expenses including insurance from my
residuary estate.
II. Bequest. I bequeath the sum of $5,000 to my
grandson, Edward R. G. Smith. Should my spouse and I die simul-
taneously, it shall not affect the amount of this bequest.
Page 1
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III. Residue: Upon my death, I direct that all the
rest, residue and remainder of my estate of whatever nature and
wherever situate be distributed to the trustee hereinafter named,
IN TRUST, nevertheless, to be held, administered and disposed of
as follows:
A. If my wife, Lorraine W. Geary, survives me,
then beginning at my death, the trustee shall pay over to my wife
during her lifetime the net ~ncome of the trust in quarterly
installments and such portions..oL.the principal as, in the sole
discretion of the trustee, shall be necessary for her mainte-
nance, support, medical and nursing care, taking into consider-
ation any other means readily available for such purposes, and to
provide the standard of care which she was enjoying prior to my
death. In addition, my spouse shall have the right to elect to
receive principal from the trust not to exceed the greater of (1)
$5,000 or (2) 5% of the aggregate value of the trust in any
calendar year.
B. After my wife's death (or mine if I survive
her) the then remaining principal and any undistributed income
shall be distributed ~o my grandson, Edward R. G. Smith, subject
to the trust provisions set forth in later paragraphs of this
will.
IV. Disclaimer: My wife (or her personal representa-
/
ti~e, guardi~n or agent acting under a power of attorney) may
// disclaim any part or all of the gifts to her hereunder, including
SAlDlS, GUIDO,
SHUFF &
MAs LAND
2109 Market Street
Camp Hill. PA
the provisions for her in the trust set forth in Paragraph III.
In such event, the amounts which would be payable to her or to
the trust created herein shall be paid to my grandson, Edward R.
G. Smith, subject to the trust provisions set forth in later
paragraphs of this will.
Page 2
V. Survivorship: Any person who shall have died at
the same time as I or under such circumstances that it is
difficult or impossible to determine who shall have died first
shall be deemed to have predeceased me.
VI. Power of Appointment: No provision of this will
shall exercise any power of appointment I may have.
VII. Adopted Persons:
Persons adopted during minority
.;;. ....
shall be considered as children of their adoptive parents, and
they and their descendants shall be considered as descendants of
their adoptive parents.
TAX PROVISIONS
VIII. Death Taxes: All federal, state and other death
taxes payable because of my death on the property forming my
1 gross estate for tax purposes, whether or not it passes under
" this will, shall be paid out of the principal of my probate
!
estate so that the burden thereof falls on my residuary estate.
SAIDIS, GUIDO, IX. Tax Options: I direct my executor to exercise any:
SHUFF &
MASLAND options available in determining and paying death taxes in my
2lO9 Market Street
Camp Hill. PA 'estate in such a way as reasonably may be expected to achieve the
greatest overall tax savings for my family, without regard to any
effect upon the size of the marital deduction trust and without
requiring adjustments between income and principal.
Page 3
SAIDIS, GUIDO,
SHUFF &
MASLAND
! 1 09 Market Street
C:unp Hill. P/\
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ADMINISTRATIVE PROVISIONS
X. Grandchild's Trust: If any income or principal of
my estate
the trus~ created herein is payable to my grandson,
0;:
other than the $5,000 bequest, it shall be retained in a separate
trust for my grandson and thereafter:
A. As much of the income and principal of that
trust as my trustee may from ~ime to time ~hink desirable for the
beneficiary either shall be paid to him or shall be applied for
his benefit;
B.
to principal; and
Any income not so distributed shall be added
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c. As my grandson attains the age of 25, he shall
have the right to withdraw one-third of the principal balance of
the trust; as said grandson attains the age of 3~L-~~hall have
the right to withdraw one-half of the principal balance of the
trust; and as said grandson attains the age of 35, he shall have
the right to withdraw the remaining balance of the trust. Such
rights of withdrawal may be exercised at any time or from time to
time after the right accrues. If my said grandson shall have
attained any such respective age or ages at the time when such
shares are directed to be set apart or at the time when any
addition is made thereto, he shall then have the right to
withdraw such part or parts or all, as the case may be, of such
share as is given to such grandson upon attaining such respective.
age.
D. If my grandson dies before distribution of the
entire share held for his benefit, the principal and any
accumulated and undistributed income of the share shall then be
distributed to the grandson's issue. Should he die and have no
issue surviving, including afterborn issue, then the remaining
principal and accumulated and undistributed income of the share
shall be distributed to my heirs at law.
XI. Earlv Termination of Trusts: If my trustee, in my:
trustee's sole discretion, determines that it is desirable to do
so, my trustee may, without further responsibility, terminate the
Page 4
SAID IS, GUIDO,
SHUFF &
MASLAND
21 09 Market Street
Camp tlill. PA
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1 trust for my grandson or his issue under the preceding articles.
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This may be done by paying the then-remaining principal and
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or guardian or, in the case of a minor, by paying it to a
custodian for the minor selected and appointed by my trustee or
by depositing it in an interest bearing account in the minor's
name, payable to him or her at majority.
XII. Riqhts in Income: Each trust hereunder shall be
entitled to a proportionate share of income accruing from the
event as of which it is to be set apart (for example, the date of
my death in the case of the marital deduction trust), and,
pending actual division, distributions of income and principal
may be made directly to a trust or, subject to the terms thereof,
to the beneficiaries of the trust. Except in the case of the
marital deduction trust, all income undistributed at a benefic-
iary's death shall be treated as if it had accrued thereafter.
XIII. Protective Provision: No beneficiary may sell,
give or otherwise transfer his or her interest in income or
principal hereunder. . No person having a claim against a benefi-
ciary may reach any such interest before actual payment to the
beneficiary.
XIV. Manaqement Provisions: I authorize my executor
a:J.d my trustee:
Page 5
SAIDIS. GUIDO.
SHUFF &
MASLAND
2109 Market Street
Cunp Hill. PA
A. To retain any investments I own at my death
! and to invest in all forms of real and personal property, without
being confined to investments authorized by a statutory list,
without being required to diversify and regardless of any princi-
ple of law limiting delegation of investment responsibility by
executors or trustees;
B. To compromise claims and to abandon any
property which, in my executor's or my trustee's opinion, is of
little or no value;
C. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal prop-
erty, and to give options for sales or leases;
D. To join in any merger, reorganization, voting-
trust plan or other concerted action of securit~ holders, and to
delegate discretionary duties with respect thereto;
E. To borrow from anyone, even if the lender is
an executor or trustee hereunder, and to pledge property as
security for repayment of the funds borrowed;
F. To make loans to, and to buy property from, my
wife's executor or administrator;
G. To employ and to rely upon advice given by
investment counsel, to delegate discretionary authority to make
changes in investments to investment counsel, and to pay invest-
ment counsel reasonable compensation in addition to any fees
otherwise payable to my executor and my trustee;
H. To employ a custodian, to hold property
unregistered or in the name of a nominee (including the nominee
of any institution employed as custodian), and to pay reasonable
compensation to the custodian in addition to any fees otherwise
payable to my executor and my trustee;
I. To hold two or more trusts hereunder as a
combined fund (allocating ratably to such trusts all receipts
from, and expenses of, the combined fund) for convenience in
investment and administration; provided that any combination of
trusts for this purpose shall not alter their status as separate
trusts; and
J. To distribute in cash or in kind.
K. To renew or extend the time for payment of any i
obligation, secured or unsecured, payable to or by them as :
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Page 6 I
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SAIDIS, GUIDO,
SHUFF &
MASLAND
2(09 Market Suea
C""'p Hill. PA
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1 fiduciaries for as long a period or periods of time and on such
'I terms as they may determine and to adjust, settle and arbitrate
: claims or demands in favor or against them.
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L. To exercise all elections which they may have
1 with respect to income, gift, estate, inheritance and other
'I taxes, including without limitation, execution of joint income
ii tax returns, election to deduct expenses in computing one tax or
I another, election to split gifts and election to payor to defer
i payment of any tax in all events without their being bound to
i require contribution from any other person.
These authorities shall extend to all property at any time held
,
by my executor or my trustee and shall continue in full force
until the actual distribution of all such prop~~ty, except as
otherwise specifically stated. All powers, authorities, and
discretion granted by this will shall be in addition to those
granted by law and shall be exercisable without court authoriza-
tion.
XV. Executor or Trustee in Investment Business: The
fact that an executor or trustee is active in the investment
business shall not be deemed to be a conflict of interest, and
purchases and sales of investments may be made through any firm
of which he is a partner, shareholder, associate or employee.
FIDUCIARIES
XVI. Executors and Trustees: I appoint my wife,
Lorraine H. Geary, Executrix of this, my Last Will and Testament.
Should my said wife fail to qualify or cease to act as such, then
I appoint my wife's sister and her husband, Nena perilli and Gene
Perilli.
Page 7
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SAIDIS, GUIDO,
SHUFF &
MASLAND
2109 Martel Street
c.mp Hill. PA
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I appoint Mellon Bank, N.A. as trustee of any trusts
created herein. None of my personal representatives shall be
required to post bond in this or any jurisdiction.
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,I this, the
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IN WITNESS WHEREOF, I have hereunto set my hand and seal on
./';,'
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/
, 1996. '
day of
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Edward W. Gea.;-y:
In our presence the above-named testator signed this and declared
it to be his will, and now at his request, in his presence, and
in the presence of each other, we sign as witnesses:
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Page 8
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SAIDIS, GUIDO, .)
SHUFF &
MASLAND
2109 Market Street
C""'p Hill. PA
COMMONWEALTH OF PENNSYLVANIA)
55.
COUNTY
OF
CUMBERLAND)
WE, the undersigned, the testator and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the testator signed and executed the
instrument as his Last Will and Testament and that he signed
willingly (or willingly directed another to sign for him), and
that he executed it as his free will and voluntary act for the
purposes therein expressed, and that each of the witn~sses, in
the presence and hearing of the testator signed the will as
witnesses and that to the best ,of their knowledge the testator
was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence. ---
/. . ~
Testator,
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Witness
.-.-:..0..-
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Witness
Subscribed, sworn to and acknowledged before
i testator, and subscribe,d and sworn to before me
. witnesses, this i' '= day of ~L<c.,~~'
"'
me by the
by both
, 1996.
/
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l .~.~_/.--~;,?,'..J.:.~.. . )',;. .~ ..."~~~.,-...L<-.___
/Notary Public
:i
NOTAiHAl StAL
THELMA S. McCAUSliN. Nntari P,101t~ ,
Camp Hili, C'.:mt3[lcrd County .
Mv CcmmlsSiG~: Ex;wv~ JUly 3 ! 9~S
@ Mellon Bank
Thursday, May] 7,200]
Account
Number Account Title
Account Type: DD
162-107-4432
Lorraine H Geary
Edward W Geary
Date Opened: 08/06/1976
Principal Balint from Last
as of 000 Posting to 000
$27,104.06 $0.00
Date Opened: 01/30/1986
Principal Balint from Last
as of 000 Posting to 000
$30,938.46 $70.97
Date Opened: 06/06/1996
Principal Balint from Last
as of 000 Posting to 000
250-070-8454
Edward W Geary
Lorraine H Geary
125-326
Edward W Geary Or
Lorraine H Geary
Account Bal
as of 000
$27,104.06
YTD Int to
DOD
$0.00
Account Type: DD
Account Bal' YTD Int to
as of 000 000
$31,009.43 $1,340.07
Account Type:~
Account Bal YTD Int to
as of 000 000
Page 2 of 2
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF:
EDWARD W. GEARY,
No. 21-01-0056
Deceased
Social Security No. 1186-03-0006
Hampden Township
INVENTORY
1. Morgan, Stanley, Dean, Witter investment account no.
410-048825, containing the following:
1000 sh. Great Atlantic & Pacific Tea Co.
at 10.81
3000 sh. Anz. Exchange Preferred Trust, 8%
at 24.38
2000 sh. Anz. Exchange Preferred Trust II
at 24.38
2000 sh. Fleet Capital Tr., 8.8% at 26.38
873 sh. SBe Communications, at 47.28
18 El Paso Energy, at 71.47
293 Delphi Automotive, at 11.34
600 sh. Fortune Brands at 28.66
14 sh. Raytheon Co. at 27.53
631 sh. Exxon/Mobil at 88.25
100 sh. Carpenter Technology at 33.16
514 sh. First Union Corp. at 28.63
Money Market account
TOTAL
10,810'.00
73,140.00
.-..-
48,760.00
52,760.00
41,275.44
1,286.46
3,322.62
17,196.00
385.42
55,685.75
3,316.00
14,715.82
139,293.14
$461,946.65
MORGAN STANLEY DEAN WITTER
January 25,2001
4th & Walnut Streets
P.o. Box 12053
Harrisburg, PA 17108
800-676-0673 7J 7-255-6666
Saidis, Shuff, Flower & Lindsay
Attn: John E. Slike
2109 Market Street
Camp Hill, PA l7011
Re: The Estate of Edward W. Geary
Account #410-048825
Dear Mr. Slike,
The following is the date of death value for the assets in Mr. Geary's accoiirii as of
12/27100.
Securitv High Low Mean Value
I ]~: <.', . Great Atlantic & Pac Tea Co 11.06 10.56 10.81
- Anz. Exch Pfd Trust 8% 24.25 24.25 24.38
',..',
""" . . Anz. Exch Pfd Tr II 24.50 24.25 24.38
,.-, Fleet Capital Tr 8.80% 26.50 26.25 26.38
,: r: SBC Communications 47.75 46.81 47.28
/ " EI Paso Energy 72.44 70.50 71.47
h" Delphi Automotive 11.50 11.19 11.34
C -- FortUne Brands 29.06 28.25 28.66
/- Raytheon Co 27.88 27.19 27.53
, Exxon Mobil 89.31 87.19 88.25
,T,', Carpenter Technology 33.63 32.69 33.16
I J ~
-) /~' First Union Corp 29.00 28.25 28.63
Money Market $139,293.14
If you have any questions please call Michelle Widders at (717)255-6650.
Very truly yours,
.~"~ _~,.. ,r~"~\-~~-'- '~ .
.~
Joy B. Dougherty
First Vice President
V(~
(.,['>"01'17
e us Investment Services Corp,_
Union rus UI mg oom 177
Pittsburgh, Pennsylvania 15259-0001
1-800-243- 7549
018213
<DWARD w r.FARY &
LORRAINE H GEARY JT TEN
~Z~2 TERRACE ROAD
MECHANICSBURG PA 17055
ITax 10 Number: 186-03-0006
You~ Dreyfus Financial Advisor Is:
JACK BUGGY 717 731-48.4
Account Number:
6389G22G-ME-39
For the Period:
09/29/00 Through 12129/00
MutU1l1 funds Ilnd other securilies sold through Dreyfus Investment Serviet's CorporMion: ilre 1"101 guaranteed or insured by
tne FDIC or I'lny other government "'genq! are nol deposits or olher ObligAtiO"S of or guaranteed by any bank and are SUbject
10 investment riSks. inclllding poniblE' loss of the principal ilfnOlUl! invested US Treilsury Bills. Bonds and Noles, and
certain otl,er US GO\femmenlobligations are bl'lcked by tt,e full failh ilnd credit of the U,S Government
ATTENTION INDIVIDUAL RETIREMENT ACCOUNT PARTICIPANTS
It is impo~tant that YOU ca~efully ~eview this statement to ve~ifY
that all of the assets in YOU~ ~eti~ement account a~e displayed
p~ope~ly. If YOU find any disc~epancies in this info~mation,
please call 1-800-243-7549 and P~ess 4 to speak with a custome~
se~vice ~ep~esentative so that the ~eporting of you~ account's
fai~ ma~ket value to the Inte~nal Revenue Se~vice will be co~rect.
If YOU ~eceived a dist~ibution f~om you~ ~eti~ement account du~in9
2000, IRS Fo~m 1099-R will be mailed to yoU by Janua~y 31, 2001.
In acco~dance with IRS Regulations, this statement will also se~ve
as a substitute IRS Fo~m 5498. Howeve~, if the~e a~e changes to
to YOU~ yea~-end ma~ket value or if you make a cont~ibution in
2001 to be c~edited fo~ the yea~ 2000, yOU will ~eceive an IRS
Fo~m 5498 in May, 2001.
I Page 1 01 4
ACCOUNT STATEMENT
01/01/00 through 12/29100
Dreyfus Pennsylvania Intermediate Muni Bond Fund
, DI-eyfus
Qr.yhl$. S.rv\ce Corpor.tian, DIstrlbU10r
Dealer: *000721 - 000000015
Rep: 1525 - COMMONWEALTH -
DREYFUS INVESTMENT SERVICES CORP
TWO MELLON BANK CENTER
ROOM 1 n
PITTSBURGH PA 15259
" \;'~L'}:h el I. t"'i-:..t:'e"lt.\,\'ft :; <; J- . .,,.. - '"
Pef500al accoun1
Total Markel Value
as Of 12/29100
S21,920.39
,:.Ior\~l;.l~~~U!: ~)i~~"l'" . : '".' ~ [ ....;','
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Page 1 of 2
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EDWARD W GEARY &
LORRAINE H GEARY JT TEN
5252 TERRACE RD
MECHANICSBURG PA 17050-6814
Dividend/distribution summary
Dividend Income
Tax exempt Income
Len; tim-~ cc.p~tDl gain
'This oeriod
549.57
986.72
9.98 .
,
Year.to-dale
$49.57
986. 72
9.98
Dreyfus Pennsylvania Intermediate Muni Bond Fund
. :j: The 30 day SEC yield ending 12/29/00 was 4.49%
, :I: Please see reverse side for additional yield information
Trade
date
01/31/00
02129/00
03131/00
04128/00
05/31/00
06/30/00
07/20100
07/31100
08131/00
09129/00
10/31/00'
11130100
12107/00
12/29100
Account number: 105-3346777943
Customer number: 638942241
Description
Market Value as of 12/31199
Dividend In Cash
Dividend In Cash
Dividend In Cash
Dividend In Cash
Dividend In Cash
Dividend In Cash
UT Capital Gain Cash SOO.006101Shr
Dividend In Cash
Dividend In Cash
Dividend In Cash
Dividend In Cash
Dividend In Cash
SIT Capital Gain Cash SOO.030301Shr
Dividend in Cash
Markel Value as of 12/29/00 $21,920.39
-........
Dollar amount
S20,742.58
83.18
n.39
84.21
76.42
90.09
82.45
9.98
85.64
84.04
n.63
85.92
80.57
49.57
79.18
Share price
S12.68
Shares this
transaction
Total shares
owned
1,635.850
1.635.850
1,635.850
1.635.850
1,635.850
1,635.850
1,635.850
1,635.850
1,635.850
1,635.850
1,635.850
1,635.850
1,635.850
1.635.850
1.635.850
1,635.850
13.40
The Year-la-date "Tax Exempt Income" amount shown above represents your share of the dividends paid by the Fund
during 2000 that were "exempt-interest dividends, " (not subject to regular Federal and. for individuals who are Pennsylvantc
residents, Pennsylvania personal income taxes). The percentage of interest earned by the Fund to be treated as a preference
item for the Federal alternative minimum tax calculation was 8.39%. State and local taxes differ from state to state. It;s
suggested that other investors consult their tax advisor.
Mutual fund shares are not bank deposits. bank obligations. FDIC-insured or bank-guaranteed. They
involve certain risk including loss of principal.
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Dreyfus
, PO Box 9671
Providence RI 02940-9671
TAX YEAR 2000
EPWARD W r.I"ARY ~
LORRAINI" I-l r.I"AI'lY IT TI"I\I
5252 TERRACE AD
MECHANICSBURG PA 17050-6814
Copy B For Recipiem
Department of the Treasury.lnternal Revenue Service
(Keep for your Records)
This is important tax information and is being 1umished to the
Internal Revenue Service. If you are required to me a retum, a
negligence penalty or other sanction may be imposed on you
jf this income is taxable and the IRS determines that tt has not
been reported.
1",/11,,,/11,,,,1,1,11,,,.11,,1..1....11,1,,1,\,1,,,1,1,,,/11
For questions aoout your account please call
your Financia' Represemative. You may also
contact Dreyfus at 1,800-645-6561; in NYC
1-718-895-1206.
RECIPIENT'S
Identification
Number
o Corrected (if checked)
186-03-0006
OJ,~""~
(OM8No.1545-0"OI
FORM 1099-DIV . DIVIDENDS AND DISTRIBUTIONS . 2000
~') \ (2a) I {2L1j I (2cj I (a) 1 Feder~~lncome I (6)
Or inary i otal Capital 26% Rate Unrecap. Sec. Nontaxable Foreign
Dividends Gain Distributions Gain 1250 Gain Distributions Tax Withheld Tax Paid
Fund: DREYFUS PA INTERMEDIATE MUNI BOND FUNp Account Number: 105-3346777943 Fund Tax 10: 13-3743676
49.57 ! 9.9B I 0 00 I 0.00 ! 0.00 I 0.00 I 0.00
IRS Instructions for Recipient of Form 1099-DIV
Note: If en amount appears in box 28, you may report It onFQNn distributions as capital gains, even though this torm shows them as
1040 or Form 104DA. Ple.." see the instructions below. nontaxable, For more information, see Pub. 550, Investment Income
Box 1.- Ordinary dividends. which include any net short.term capital and Expenses,
gains horn a mutual fund, are fully taxable. Include this amount on the Box 4." Shows baCkup withholding. For example, persons not furnishing
-Ordinary dividends. line of Form 1040 or 1040A, Also report it on their taxpayer identification number to the payer become subject to
Schedule B (Form 1040) or Schedule 1 (Form 1040A) as appropriate. backup withholding at a 31% rate on certain payments. See Form W-9,
Box 2a.~ Shows total capital gain distributions (Iong~ten-n) from a Request for Taxpayer Identification Number and Certification, for
regulated investment company or real estate investment trust. Amounts information on backup withholdIng, Include this amount on your
shown in boxes 2b and 2c are included in box 2a. Report the amount in income tax return as tax withheld.
box 28 on Schedule D (Form 1040), Part II. But, if no amount is shown Box 5...lrwestment Expenses: This box is not included because iUs not
in boxes 2b or 2c end your only capital gains and losses are capital gain applicable.
distributions, you may be able to report the amount in box 2a on the Box 6.. You may be able to claim this foreign tax as a deduction or a
-Capital gain or (lossr line of Form 1040 Or line 10 of Form 1040A, rather credit on Form .1040. See your Form 1040 instructIons.
than on Schedule 0 (Form 1040). See Ihe Form 1040 or 1040A
instructions. Boxes 8 and 9.~ Cash and Noncash l.iquidation Distributions: These
boxes are not included because they are not applicable.
Box 2b.~ Shows 28% rate gain from sales or exchanges of collectibles.
Report this amount on Schedule 0 (Form 1040). Nominees.~ If this form inCludes amounts belonging to another person,
. . . ,you are considered a. nominee reCipient. You must file Form 1099..olV
Box 2c.~ Shows unreca.ptured sectIon 1250 garn from certaIn, deprecliible for each of the other owners to show their share 01 the income, and you
real property. Re~ort thIS amou~t on the Unrecaptured Section 1,50 must furnish a Form 1099.DIV to each. A husband or wife is not required
Gain Worksheet In the lnstruchons tor Schedule 0 (Form 1040l. to file a nominee retum to show amounts owned by the other. See the
Box 2d,- Secflon 1202 Gain: This box is not included because it is not 2000 Instructions for Forms 1099, 1098,5498, and W.2G.
applicable. NOTE: The dividend income earned from each mutual fund within the
Box 3.wThis part of the distribution is nontaxable because it is a return of fund complex is separately stated on this form, Each fund and its
your cost (or other basis). You must reduce your cost (or other basis) by earnings may have to be separately stated on your tax return on
this amount tor figuring gain or loss when you sell your stock, But if you Schedule B (Form 1040).
get back all your cost (or other basis), you must report future nontaxable
f
Form 1099'DIY
Iii 1111111\ 111I ~~ 11\\ ~II
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Form 1 D99-01V contains all the taxable dividends and distributions trOll:
accounts(s) owned by you in 20.00. The amounts showraboYe fo! each
IIccount must be reported indivlduerlyon your 2000 U.S. Income Tax Return.
~orm 1 099-DrV Is Important lor tax return preparation and shov1ol b'" rf!t~if'!",d
. .a:.,\''l.lcy D.lUC nOOK Used Car Yalues
Page 10f2
?---~
... .. . Kelley Blue Book
~i , . {I} I . ,.
,.... Kbh r"'{'-' _...., )1"")(' "'~ .....'~r ;'l've'
, ~ _, 0,.1. ../0 II ::"~ '-''' 'J l. I..... l.,;."l, y', '
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Blue Book Retail Report
Pennsylvania' May 8, 2001
1998 Mercury Grand Marquis LS Sedan 40
Buv:a Used Car
Financing ~
Insurance Ouote
WaJranty-Qliote
Pre-Purchase Inspection
Pavmen~alculator
Review Of This Car
Engine: VB 4.6 Liter
Trans: Automatic
Drive: Rear Wheel Drive
Mileage: 15,134
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Air Bags
Power Seat
Retail Value
$15,925
Suggested retail represents the price a dealership might ask for this make and
model vehicie. This represents a fully reconditioned vehicle in excellent
condition with a ciean tttLE't.blS.t9.ry. This retail price is not a trade-in or private-
party value, but rather assumes that a dealer has absorbed the cost of making
the vehicle ready for sale, reconditioning, advertising, sales commissions,
arranging for financing and insurance and standing behind the vehicle for any
mechanical or safety problems. Many late model vehicles at this price have
passed an inspection program or carry a warranty. Actual dealer selling price
may vary from this price.
Copyright @ 2001 by Kelley Blue Book Co" All Rights Reserved. May~Jun 2001 Edition. The information
in this report was printed from the Kelley Blue Sook Web site (www.kbb.com) and is intended for the
http://w...Ikw.kc.ur?kbb;2.+.+3 5 8&;r&40;Mercury; I 998%20Grand%20Marquis&4;ME;E8
05/08/2001
,-'
TF SS/l.-S
Fo,... No, U-DEED FAOM A CORPORATION, ~, "...
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en ...i:::~
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tltall, tI" ~, d,y 01 0,,-,,# ' '" r- A. P. on. tG;lund p;",;:;
l1Undr~d .and ~~~7 -~".aoe-- (/9 ?t..:) between the Corporation by ~he name,
nyl, ,nd .itl. 01 GOOD HOPE, INC., a Pennsylvania corporation having its
principal place of business at 3800 Market Street, Camp Hill,
Cumberland County, Pennsylvania, party
of the on. p'" ,nd EDWARD W. GEARY and LORRAINE H. GEARY,
~
C>
W11is ]ubruturr t
.
his"wife,
of 105 Sheffield Drive, Irwin County of
in th. S.", 01 Pennsylvania, parties olth. other pm mltutSBft~
TIm the uid GOOD HOPE, INC., for and in 'on~
,;,I"'t;oo of the ,urn of FORTY-THREE THOUSAND FIVE HUNDRED ($43,500.00)-----
______________________ DolI.m,l.twlul money of the United SUit'" to it in hand paid by the uid
EDWARD W. GEARY and LORRAINE H. GEARY, his wife,
;'It the time of the execution hereof, the receipt whtrcol is hereby acknowledged, has granted. bargained, sold,
;aliened. ('n(colrcd, relcucd and con6rmed, and by these pruenu dots gunt, bugain. stll, alien, enfeoff. release and
confi,m unto the u;d EDWARD W. GEARY and LORRAINE H. GEARY, his wife,
their heirs
:an-J :lSSlgnJ,
all chac crruin ricce or pucel of land, situate in Hampden Township, Cumberland County.
Pennsylvania, being lot number One Hundred Five (105) as shown on
Plan No.2 of "Good Hope Terrace", recorded in the Recorder's
Office of Cumberland County, Pennsylvania on the 19th day of
November, 1954, ~n Plan Book 7, Page 6, more particularly bounded
and described as~follows. to wit:
BEGINNING on the western line of Terrace Road, Four Hundred (400)
feet south of a Steel pin, which pin is on the western line of
Terrace Road between Lot No. 100 and Lot No. 101 of said Plan;
TIIENCE south along the western line of said Terrace Road, One
Hundred (100) feet to a point; TIIENCE west One Hundred Fifty (150)
feet to a point; THENCE north One Hundred (100) feet to a point,
which point is due west from the point of BEGINNING; THENCE east
One Hundred Fifty (150) feet to the point of BEGINNING.
Together with the right in the owners and occupiers of the tract
herein conveyed in common with the owners and occupiers of lots
Number One Hundred Six (106), Number Five (5) and Number Six (6)
in said Plan to use the twenty (20) feet wide strip between Lot
Number Five (5) and Lot Number Six (6) for ingress, egress and
regress to and from said lots or any of them and the Conodoguinet
Creek.
The tract herein described is conveyed, subject to restrictions of
record.
BEING the same premises which Ray E. Steward, et ux, by their Deed
dated June 2, 1969 and recorded in the Office of the Recorder of
Deeds in and for Cumberland County, Fennsylvania in Record Book,
"F", Volume 23, Page 960, granted and conveyed unto Good Hope, Inc.,
grantor herein.
('~,-..{ l/<L-t.R., I..,,",.., ,,/+.~.~.. "
School Oil.. Cumbo ~... Cumb. Co., P.. en
I ~ ~ . " I., " ~" Rut E,hl. rulU(" Tn:
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Oate ........... AIrlI - ;"'. ............ Ami. ........
WM 1<:. ~...." iZ-~J..-.--{I,- ~r
I r.urnk Co. Dill. Co!. ^9'. Cum!.. 'Co. Dill. Col. "'91.
~
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COMIACNWEALTH Of PENNSYLVANIA =
"'" ,DEPARTMENT Or {~t~UEEJ ~
PfALTV (,.~'-,.!) -
~~~NSfUl AUG'!l'71 {{~:.:;\ 4 3 5. 00 ~
~. P.8.11162 =
L~(JJ 26 PAr,( 701
. .
c
"
':~p
,.,.
:lj,'l
"Togethtr with ;111 :and .insulu the buildings, privilege.. hcccdic:amcnts al1d apputCtl'Unct's ....hatsoever tht'rt'u~lj)
belonging, or in anywise appertaining, and the teVCrllon, and rcmaindcn. nnl1, inuc:s :md profits thereof j and ...11
the estate, right, title, interest, ptope:rty, eJaim and dcm20nd ,..hltsoevcr of it, the nid GOOD HOPE. INC.
either in la." or equity, 0(, in and to the lame.
IDn l!nlle null to l!olil ,h. n;d m,uu,s, or "n.m.n' ,nd 10' or
piece of ground above described, hereditaments :l.nd prcmises hereby granted, bug.aincd ,nd sold, or
mentioned, or intended so to be, with the appurtenances, unto the uid parties of the second
part. their heirs
and usign., to and (or the only proper UK ,nd behoof of the sajd parties of the second part.
their heirs
Jnd assigns (oenu.
And the said party of the nrst pan for itself and its IUCCCUOU, doel hereby covenant and agree co and
wi,h ,h. "id parties of the second part. their he irs
~nd anig",. thu it
and in succeuou, an and singuhr the said llcreby granted. premises. with the
parties ~f the second part, their heirs
.
the uid party of the fint part
'ppurtenancet. unto the said
,
and assign,. againn i.t tM Slid party of the nrn part and iu sUcCessors. ;and against all and every other penon
and persOn! whom,oever lawlully d.1iming or to cbim the ume or any put thereof
~ITttU nltb Will Warrunt uub 1Jforl'Urr IDrfl'lIl1
by theft presents.
i\ ltll
,h. nid GOOD HOPE, INC.
d.,h
hereby constitute and 'ppoint
to be iu attorney, for it and in its name, and as and for iu corporate: act and deed to acknowledge thi, deed
before any person h.aving authority by the I~w. of the Commonweahh of I'ennsylv.lnia to take such ;acknowledg_
ment, to the intent th.31 the same m.ay be duly recorded.
lilt W'esthltl1lt!J W1'1'rl'l1f ,h, nid GOOD HOPE. INC.
h.ls caused this Indenture 10 be ,igned b). iu Pruidcnt, .ltte~rcJ by its So::crct.lry and
al11J1ed hercunro the common and corponte 5c,a1 of the uid Corporuion, that the
seal .al11xed hereto is the seal of said Corpor.1tion. thn it was 50 .affixed by order of
the ROald of Dirtctou of l~id Corpoution, .and th.at tiler signed their n2mes hcrtto
by like ordu, the day a~nbC;OD illiG abo~e wrillM
Signed, Sc~led .and Dcliverc lB'
~ in the rrtstnce of ," .' ". ,
.. l' .,~ ..'
.~....E . ~:.::~.'.~.':1J.~~IEl~'\~;'
.......-.............................................................. / ........./iY....:..~.,,~:'fi.ln "' rli .;.: .
". ~ (;' .0. J......,. I."'" i'
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~.JJKj28 PA~E 702
I
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Stat. of Pennsylvania
County of (! </,n~e,e) ,4 A.I ;)
On th;,.th. .B~ d,y of ~"lt.
befo.. m. a Notary Public
p",on.l1y.pp<mJ E.).. 6/1 Vi$- H tr,..J
fI!E~/l>~,...rr- of Good Hope. Inc.""
, ....\~&r~or;\ci~? :lnJ dut he ;II such P,et:S,be-N"-
,.~~i\y:~,'\.~t~~~~!~.c.~t pr the rurro~c:' therein conuincd by
..'~;;t.,. f.I'\.....(.:.........:~,i1"N~.'...NC[ Eo PIERONI. NOIARY '>unue
"',' . V:" ,,' ..~ U^~\f'I>lN TWI'" CIlt~nrRlMm COUf(1Y
';'! ..~: ~,~:: OF: t.w..iULo"\'~SION O.l'IRLS JULY 28. 1911
;. ..' ,_\ ~-": ~~rlJ'i;Pf>nsylv8nieAswr.i.llion9IN'i'11r181
.J:..:..;;.~:~,i-> ~~~l?,.:/
.~;(-1..;~,!,!:-~r- ,() /.t.;;;..
\, ',..,'..' . . ,'.~..~ ....,.,~:.;Si
.. \ .~~btUy:,Qf..,,;~.:~\:l~.
:'t., ..'. '. - ." .,.,.~~., "
.. dO J hereby ccnily tlue on this
Witness my hand and le;ll .he day and year :a(orcuid.
~1~' 7~t:':;~ ~:;C~{; ~.~ :;,................ .;;;;~.~/.;;ffi~;;""...."""."............._...
S2.S"L T~, terzo...,{,h...._d,"'-.~..I"'-"'Jf r:.. OOS'S
d---1' .~--., <<-0) r ;r~M
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I'<e. a.~H~ t-'c- Hl
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the undonigacd ullicer I
who acknowledged himself to be the
~ ,.
'..
being authorized to do so, executed the foregoing
{the corporation b~hj s f.as f'tfE'SIl)'t!'AJr
rc~o 5r;:mr nd and.offici~J stat.
...............~..":.~~~:::::
TO r of Offict'
.
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day or
in Ihe yeu 01
.he subscriber
our Lord. one thouund nine hundred and
personalty
. the auornty n.lmcd in the loregoing Deed, and by 'Virtue
o( the l.uthority thuein conferred upon
him, acknowledged the $.lid dud to be the act and deed
before me.
;1ppe:ared
of :and in punUJ,l\ce
pf the said
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Recorded on this 6~ /-1 d:ay of '
^' O. 19 7 ~ . in the Recorder's office o( said County ill Deed Book
\01. :2/;7 . P'S' /0/
Gi'l/cn under my lund and seal of the uid Office,
'.""'~IC~'
B:xJ06 PAGE 703
Register of Wills of CUMBERLAND County, Pennsylvania
pETITION FOR GRANT OF. LJ: I I ERS
.;L(- 0 1- s,=>
Estate of Edward W. Geary
aJso known as
No.
, Deceased
Social Security No. 186-03-0006
Lorraine H. Geary
Petitioner(s), who is/are 18 yearsot age or older, appJy(ies) for:
(COMPLETE 'A' or 'B' BELOW~)
~ A. Probate and Grant of Letters Testamentary and aver that Petmoner(s) islare the execut, rix
the Decedent, datedApril 8, 1996 andcodici~s) dated.. July 9, 1998
named in the last YM of
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:
o B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the foltowing spouse (it any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Mechanicsburg, Cumberland
County, Pennsylvania with hislher last family
or principal residence at 5452 Terrace Road, Mechanicsburg, Cumberland County, PA ~ clexJ r c..Uf'~
(list street. number, and municipaJity)
Decedent, then ~years of age. died December 27, 2000 at Holy Spirit Hospital. East Pennsboro Township, Cumberland County, Pennsylvania
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl AU personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
$ 510,000.00
$
$
$
situated as follows:
Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and CodiciKs) presented with this Petition and the grant of
letters in the a ro riate form to the undersi nad:
Si nature
Lorraine H. Gea
5252 Terrace Road
MechanicsburO', PA 17055
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc.
Form RW-1 (1991)
11.0- '"Lo-z.-2
Oath of Personal Representative
21-01-56
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belie' 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 or affirmed and subscribed
before me this / / llday of
/2
f-l/r~~ ' 2001
'mcM-y- (~ m/flfJ lit! . /tI: -Aq~
For the Register .---'I'~~ y
j~_~Jj !~~) ~'d/
Lorraine H. Geary, 5252 Terrace Road, Mechanicsburg, PA 17055
N~ 21-01-56
Estate of Edward W. Geary Deceased
Social Security No: 186-03-0006
Date of Oeath: December 27,2000
AND NOW,
JANUARY 11
, 2001 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!J Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a,; pendente lite; durante absentia; durante minoritate)
are hereby granted to Lorraine H. Geary
in the above estate and that the instrumen~s) dated April 18, 1996 and July 9, 1998
described in the Petition be admitted to probate and filed of record as the fast Will of Decedent.
FEES
letters. . . . . . .
$ 375.00
yJ
I
Short Certificate(s). .6.
$ 18.00
$ Attorney:
$ 1.0. No: 06262
$ 27.00 Address: SAIDIS, SHUFF, FLOWER & LIND SA Y
$ 10.50 2109 Market Street, Camp Hill, P A 17011
$ 5.00 Telephone: 717/737-3405
$
$
Renunciation. .
Affidavits (
Extra Pages (9 ) .
Codicil, . .
JCP Fee.
Inventory.
Other . . .
TOTAL. . . . $ 435 · 50
Prepared by the Pennsylvania Bar Association Copyright (e) 1996 form softWare only CPSystems. Inc.
Form RW-1 (1991)
'M A.RNING: ~T is ILLEGAL TO ALTER THIS COPY OR
TO DlJPlICj\ Tt: BY PHOTOSTAT OR PHOTOGRAPH.
21-01-56
) ,10 ~\VL~'Lni OF PENNSYLVANIA
DiE \1: M: N r HEAt. TH VITAL RECORDS
{i( !. Et C 'F:t\R S CERTIFICATION OF DEATH
(~F:RT. ~JO> T 4 7 0 515 6
i.f i/ii (/ ii1i;;t ;;~:,;;~~,
/;\1\'~\.1\\ o. Pfi":;':,~
;;\<,~.~ / ---------<,'1';~-'--:..
-,\ ~- -.~-:.
i/~~/ ,.~\~~~
,,~. -- 7....
~ -e-- _. . ''$~_
.~I::,i' ~:;. ._~
:~ '_', ___ ,t~ ~ __ _ _ ~_ h "I
\~ lr':~'_ >. ~~- _- __ 1 * ~"I
\~ _~\ -,,~ - /....~{J
.~::,~ --~/'1
<:':.1j,.... -'- - - .........\..~,\\/
<',~.;.I MENl ~\ ~ II!~\/
~<~_~~_(:''1!.~j!J~~J,I/
_ _.____.__ J anuary_~~OQ1____d'__
Date of 1%L1e of This Certification
~\lanK' of iJec(~dent
_ _ ~d_Y'{~~9-__ ____..__ ___._________________.___________________________W_________.__ ___.____________ ---- _____G~~------------------_ .-------------.---- --- - -------
. . ,,11 ,J,-~ ~ t; , CJ':j ~
Sex Male Social Security No.______J 8~::9~-0~06 _________________ Date of Death ~~ce!!lbe~-?Z.L?QQQ---
Date of 81tH: Jun~?_~, _~_~2~____d___ BlrU1place _________ Hal'!!~i9..!._pennsylvania ----------.------------------------------
Place of DeaHl
_u__tf~ty_Spi.fLt_t!Q~J!~L________G~mber~nd _____ -
COLlI-:",
Camp HiIL_____________E~..Q_Q~y_~19_Ql?__
(;,:'/. f)'jrr:)I, ,"~Jr T u\\ l.~)j,,\j)
Race_ ______\I\Ihite
occupation___________M~~age~________._________ Armed Forces? (Yes or No) ____ye~___________._________
Decedent's
Mailing Addl'ess 5252
~~~j;\r:o(
Terrace Road
') I (\~ ;~, t
Mec~a~icsburg .J?A 17Q~5__
\.,j" j th',! -1,1' ,
Marital Status
Married
Informant Mrs. Lorrain~._Q~~!)'_______________________ Funeral Director __ St~Y~!1 C. Burkey
Name anij Address of
Funeral Establishment Bl!r~~y__~.QQJ~rtsqQH Funeral Horne, Hamburg. PA 19526
P ;:1 rt I
I rnrr,edlCit(:;' Cause
Interval Between
I Onset and Death
Carg~9g~QJ9_~J1_Q~~___
_ _ ~_._____'U_ .____~_.___~.______~_._~_____._.________. ---.,-.-.--,--~.~-_. ~..,..-.-.~---,.-----' --'------.-.-,-----.--
Acut~ _~Y~~~_f~J~J.J.!:!f~r9!!9_~_________________________________--------- -:--------------
Coronary Artery Disease I
( c) __ __ . _ _____...____ _____ _________ _. ___________________.__________________ __________._____________________________________--L ---------------------------- ----- ---- --
Part II: Ot'ler Siqniflcant Conditions I
Ischemia Cardiomyopathy; Colon Cancer I
.______ __.____ __ ___________'----_______________________________ _____L_____________________________________...___ .-.-
__.~.__._.,.._____._._..____.w____________.._<.__~____-___.____ ____...____._________.___._~ ---r--...------ ____________.__.,_____.__.~___.___._...."._M.__".__._. ..
Manner of Df'3th
Describe how injury occurred:
Natu ral
x.
Homicide
Accident
Investigation
SuicIde
Could not be Determined
Name and Title of Certfler
---- ._...-_.._----_..._-_..--_.._"._.._-----~.__._-"---------,--_._--_._---,~--._---------~--,.~--_.._-~-_.~-..--._~_.--_._------_._-_._--------~-_._"---".-
Joseph A. Torchia, M.D.
(f\l.D., D.O., Coroner, M.E.)
Address
207 House Avenue, Camp Hill, PA 17011
- --~-'----' --- ,-_._.-..._..~----_..~---._._-_.~._.----_._--_.__......_--~------~----------~,---_.~-----'_._----------_.._-~------"-_.__._._---_._-~-_.._._--_. ----..-- _..----'.~-,_.-
This i tc ertifv that the intormation 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 "__ _ ~..
'_~__ Q6-08?__
r:"egl:-=,trar \'1tal R .(.o~(js ni,~,t:'",: ~Jo
Januarv 3, 2001 11 Hill Road Lenhartsville
__--4--- -
Street ~ddrcss
City- B010UDll, TowrJsnl+:
v /6 -~~-d
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-01-2001
GEARY
12-27-2000
21 01-0056
CUMBERLAND
101
THOMAS E FLOWER ESQ
SAIDIS ETAL
2109 MARKET ST
CAMP HILL P~ 17011
*
REV-1S47 EX AFP (12-00)
EDWARD
w
Altount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
461,946.65
.00
.00
.00
122,725.65
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4j-EX-AFP-ci'2:ocjr-NcificE--OF--rNHERiTANCE-YAX-AppRirisEiiENy-;-Ail-owANcE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GEARY EDWARD W FILE NO. 21 01-0056 ACN 101 DATE 10-01-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. 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/Adll. 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; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate SUbject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total of ALL
ASSESSMENT OF TAX:
1S. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
28,008.02
.00
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
584,672.30
28.008 02
556,664.28
428,938.63
127,725.65
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
122,725.65 X 00 =
5,000.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
225.00
.00
.00
225.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-31-2001 AA496658 .00 225.00
TOTAL TAX CREDIT 225.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
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.)
E
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Edward W. Geary
Date of Death: December 27, 2000
Will No.
21-01-0056
Admin. No.
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the follovling beneficiaries of the above-captioned estate
on January ~, 2001.
Name
Address
Lorraine H. Geary
5252 Terrace Road, Mechanicsburg, P A 17055
Edward R.G. Smith
3262 Tayloe Court, Herndon, VA 22071
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
r\
Date:
tht-/ ~ I
/ I I
· I Ll- Jj -L<A
Jo, frl E. Slike, Esquire
S~IDIS, SHUFF, FLOWER & LlNDSA Y
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
p'"-,
~_..' 1
Capacity:
_Personal Representative
X Counsel for Personal
Representati ve
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY~ PENNSYL VANIA
(~
ORPHANS' COURT DIVISION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edward W. Geary
Date of Death: December 27, 2000
Will No.
2001 - 00056
Admin. No. 21-01-0056
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes -X; No_
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes_;
No X
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? Yes X; No_
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
(' ( /
Date: 1/2.. (:} /
, I
~~
Name: Thomas E. Flower, Esquire
LD. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: Personal Representative
X Counsel for Personal Representative
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