HomeMy WebLinkAbout03-06-79 (2)
R~€:3. (-:~73)
..
-~-Y'
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
~o/t/71
02./- 71'-0-3/1
RESIDENT DECEDENT
COUNTY OF Cumberland
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Reuenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
} AFFIDAVIT OF
EXECUTOR
~
Raymond Y. Herman
(STATE FULL NAME OF DECEDENT!
Late of Cumberland
Pennsylvania
County
County of
Cumberland
)"
State of
T Paul J. Hanna II. Trust Off; ~er of D;:IlIphin Dppno:::i t Bank ~, Trust Company Executor
Administrator' of the estole of the above-named decedent being duly sworn, depose and say
Decedent died
June
7
, 19~{testate leaving a last will, copy of which is hereto attoched. }
(YEAR! ~}O:mc
(MONTH!
Nome and address of attorney or }
other authorized representative to whom
all correspondence should be mailed.
(DAY!
Paul J. Hanna II. Trust Officer of Dauphin Deposit Bank & Trust
Company
213 Market Street, Harrisburg, Penna.
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
( EX E CU TO R-XmlmlIXilOiXXOCIlll
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: -
I
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Dauphin DppOF.;1 t R;mk tv 'T'....."",r (',,-- Ravmonrl Y. TT nr
213 Market Street -.. - TT n.....=",,,,1=..... c: ; C! 1- "no
Harrisburg, Penna.
Main Office /I 3343
A.B.E.
That the contents of said safe deposit box or boxes are itemized under Schedules of this return,
wi th the exception- of the following, for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fully and in detai I all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prim to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or "nv <:t"tp or nolili",,1 <:nhdivision thereof. or of anv foreil!.n countrv. which are owned at the time of death:
.'
.,.
In the case of securi ties of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in posseSSion or enjoyment at or after death, there is also attached to the schedule a cORY
of the deed, trust agreement or other instrument creating the trust. Ther'~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly wi th another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That SChedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
Subscribed and sworn to before me this .................................
~- rf.....,
<=.J
the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
been carried forward and properly registered in the Summary.
DAUPHIN DEPOSIT BANK & TRUST COMPANY,
Executor of the Estate of Raymond Y.
.:;;'7~l~~f:"-~!:..O'!.!'.i_s~r
.)J.J.....M.9:I.~.~.t......:?.t..r.g.g.t........................................................................
That
have
...... day of .........~./J..l..~:'?::<.L............ 19.....1.1..
.......................?:~~~~~....!?.....'C?~63 .r-f:............................
. .
RC C-34 (4-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a.
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "Fit and must not be deducted from this schedule.
(1)
(2)
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMATED
MARKET VALUE
All that certain lot or parcel of ground with a
single dwelling house erected thereon, known as
12 Haldeman Court, New Cumberland, Penna., more
fully described and set forth in Deed dated
November 3, 1952 and Recorded in Cumberland County
Deed Book E - Vol. 15 - Page 49
"
Sale Price
$ 53,000.00
$ 53,000.00
TOTAL
, . 'GI,: -.. -?~
CONlliONWEALTH OF PENNSYLVANIA
TI1ANSFER INHERITANCE TAX
SCHEDULE "B"
PERSONAL PROPERTY
'*
RESIDENT DECEDENT
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
. . .
. I tern
NO.
.
53
200
100
200
400
200
275
200
240
220
5
280
ITEM
List and describe fUlly
UNIT
VALUE
DEPARTMENT VALUATION
(Do no t 'wl"i te Lt'l
this space)
ESTIMATED
MARKET VALUE
Shares - Seaboard Coastline Industries
Inc. Common @ $29.00
Accrued dividend
Shares - Tampa Electric Company Commor
@ $19.625
Shares - Texaco, Inc. Capital @ $24.87~
Accrued dividend
Shares - Texas Utilities Company I
Common @ $20.1875
Shares - Transamerica Corp. Common @
$16.375
Shares - Textron, Inc. Common @
$29.5625
Shares - UGI Corp. Common @ $20.375
Accrued dividend
~ares - UMC Industries, Inc. Common
@ $16.8125
Accrued dividend
Shares - Wallace-Murray Corp. Common
@ $24.5625
Shares - The Wiches Corp. Common @
$18.9375
Accrued dividend
Units - Municipal Investment Trust
Fund 6th Pa. Series @ $892.50
Accrued income
Warrants to purchase shares of
Allegheny Airlines, Inc. Common void
4/1/87 @ $3.875
$"" 1,537.00
., 29.15
\ 3,925.00
,
~, " 2,487.50
- 50.00
- 4,037.50
6,550.00
5,912.50
5,603.13
107.25
''-.
, 3,362.50
,,",,60.00
"-
'\,
5,895.00
"'-4,166.25
50.60
'-
"
4,462.50
145.60
\
1,085.00 I
MISCELLANEOUS:
1970 Oldsmobile Toronado
Sale Price
Lawn Roller -
Sale Price
600.00
5.00
.
. I tern
No.
ITEM
List and describe fully
CASH AND CASH ITEMS:
Uncashed dividend check payable 6/5/78 on 100
shares R. J. Reynolds, Inc.
Cash found in house
Uncashed interest check payable 6/1/78 on $3,000.
Candee Corp. 7 3/4% Conv. Sub. Debs. due 12/1/96
Uncashed dividend check payable 6/1/78 on 312
shares Louisiana-Pacific Corp.
Uncashed dividend check payable 6/1/78 on 100
shares Asarco, Inc.
Uncashed dividend check payable 6/1/78 on 200
shares Carlisle Corp.
Uncashed dividend check payable 6/1/78 on 100
shares Mead Corp. $2.80 Cum. Pfd.
Uncashed dividend check payable 6/1/78 on 100
shares F. W. Woolworth $2.20 Series A Pfd.
Uncashed interest check payable 5/31/78 on
$4,000. Avco Corp. 9 5/8% Conv. Sub. Debs due
5/31/2001
Uncashed dividend check payable 6/1/78 on 100
shares Portee, Inc.
Cash found in Safe Deposit Box
Dauphin Deposit Bank & Trust Company Checking
Account # 42-44-231-1 - Balance as of 6/7/78
Received of Bonnie R. Beitler - Proceeds of sale
of 8 U.S. $1. Silver Certificates
Received of Wall Street Journal - Refund due to
cancellation of Wall Street Journal Subscription
Received of Janney, Montgomery, Scott, Inc. -
Proceeds on sale of 420 shares Midland Company
Common traded on 6/5/78
Received of Lutheran Social Services - Refund
of deposit made for personal care room
Received of Capital Blue Cross - Refund due to
cancellation of contract
Refund of 1978 Borough of New Cumberland Taxes
from 8/25/78 to 1/1/79 on sale of 12 Haldeman
Court, New Cumberland, Penna.
Refund of 1978 School Taxes from 8/25/78 to
7/1/79 on sale of 12 Haldeman Court, New
Cumberland, Penna.
Received of Bachman-Knorr Insurance Agency -
Refund of unearned premium on Ohio Casualty
Group Home Insurance Co. Policy No. HP 3646036
Received of Penna. Blue Shield - Proceeds of
Medicare payment
Received of Wimer's Auction House - Proceeds
on sale of household effects situate 12
Haldeman Court, New Cumberland, Penna.
UNIT
VALUE
ESTIMATED
MARKEr VALUE
-- .-- /
$ 87.10
.. 417.25
'- 116.25
'- 46.80
" 10.00
"s0.00
'., 70. 00
\-55.00
4.81
'"
20.00
~,230.00
I' '. 20,222.16
-----'12.20
-', 5 7 . 99
" 3,299.76
1,500.00
8.60
78.72
407.36
6.00
3.20
I
'. 2,402.10 I
I
DEPARTMEN1' VALUATION
(Do not' write .in
this space)
'Item
No.
ITEM
List and describe fully
Received of Haar's Auction House - Proceeds on
sale of household effects situate 12 Haldeman
Court~ New Cumberland~ Penna.
SECURITIES:
State Capital Savings & Loan Association Term
Certificate Account # 001-20-21475 Class IX
dated 5/26/76 - Balance as of 6/7/78
Accrued interest as of 6/7/78
State Capital Savings & Loan Association Term
Certificate Account # 001-20-21509 Class IX
dated 6/4/76 - Balance as of 6/7/78
Accrued interest as of 6/7/78
State Capital Savings & Loan Association
Savings Account # 001-00-06192 - Balance as of
6/7/78
Accrued interest as of 6/7/78
State Capital Savings & Loan Association full
paid Savings Certificate dated 9/22/54
# 001-00-07075 - Balance as of 6/7/78
Accrued interest as of 6/7/78
Dauphin Deposit Bank & Trust Company Income
Certificate of Deposit # 694 - Balance as of
6/7 /78
Accrued interest as of 6/7/78
Dauphin Deposit Bank & Trust Company Savings
Account # 01-3-0021-0 - Balance as of 6/7/78
Accrued interest as of 6/7/78
$ 8~000. U.S. Treasury 9% Notes Series B-1980
due 8/15/80 @ $101.88
Accrued interest
5,075. Allegheny Airlines~ Inc. 9 1/4% Conv.
Sub. Debs. due 12/31/99 @ $130.3571
l2~000. Allegheny & Western Railway Company
4% 1st Mtg. Gold Bond due 10/1/98
@ $45.50
Accrued interest
6,000. American Motor Inns~ Inc. 5 1/2%
Conv. Sub. Debs. due 2/1/91 @
$61.6786
Accrued interest
5~000. American Telephone & Telegraph Co.
32 year 4 5/8% Debs. due 2/1/94 @
$70.875
Accrued interest
2~000. American Telephone & Telegraph Co.
5.125% 35 year Debs due 4/1/2001 @
$65.00
Accrued interest
UNIT ESTI~~TED
VALUE MARKEr VALUE
100.10
13,756.75
454.39
"
. 3 ~ 000.00
99.10
" 11 ~ 348.10
261.11
-1~100.00
25.31
\,1 ~ 000 . 00
6.63
?~688.3l
, 64.80
"
8~150.40
~222.76
"
6,615.62
\.....'5~460.00
,. 88.00
"". 3 ~ 700.72
'- 115.50
'\.. 3~543. 75
-"" 80.94
'/
1,300.00
',- 18. 79
DEPARTMENT VALUATION
(Do not write in'
this space)
'I tern
No.
$ 4,000.
10,000.
10,000.
10,000.
3,000.
3,200.
3,000.
3,000.
12,000.
2,000.
5,000.
2,000.
8,000.
1,000.
ITEM
List and deseribe fully
American Telephone & Telegraph Co.
8.75% 35 year Debs. due 5/15/2000
@ $100.875
Accrued interest
The Bell Telephone Company of Penna.
35 year 8 5/8% Debs. due 7/1/2006
@ $97.375
Accrued interest
The Bell Telephone Company of Penna.
40 year 6 3/4% Debs. due 5/1/2008
@ $79.00
Accrued interest
Computer Sciences Corp. 6% Conv. Sub.
Debs. due 9/15/94 @ $75.6875
Accrued interest
Condec Corp. 7 3/4% Conv. Sub. Debs.
due 12/1/96 @ $132.00
Accrued interest
Condec Corp. 10% Sub. Debs. due
4/15/97
Accrued interest
Consolidated Edison Company of New
York, Inc. 1st & Refunding Mtg. Bond
8.40% Series NN due 10/15/2003 @
$86.00
Accrued interest
Data Products Corp. 5 3/4% Conv. Sub.
Debs. due 3/1/95 @ $99.4286
Accrued interest
E.I. DuPont De Nemours & Company
8.45% Debs. due 11/15/2004 @ $97.00
Accrued interest
The First Republic Corp. of America
6 1/2% Conv. Sub. Debs. due 12/15/81 I
@ $62.00
Accrued interest
Fedders Corp. 8.875% Sub. Debs. due
5/1/2004 @ $78.00
Accrued interest
Fisher Scientific Company 5 1/2% Conv
Sub. Debs. due 7/15/96 @ $102.50
Accrued interest
Fruehauf Corp. 5 1/2% Conv. Sub. Debs
due 4/15/94 @ $77.00
Accrued interest
Goodrich Realty & Development Group,
Inc. 3 1/2% Conv. Sub. Debs. due
1/1/93 @ $54.00
Accrued interest
UNIT ESTIMATED
VALUE MARKET VALUE
;'\
4,035.00
.....'\ 21.39
'"
/'
9,737.50
'- 373.75
"
7,900.00
'- 67.50 I
" i
7,568.751'
\.. 136.67
~
3,960.00
............... 3.88
'........, 2,854.86
~ 46.22
"'-. 2,580.00
-, 36.40
...........
. ~, 982 . 86
46.00 I
'"
11,640.00
, 61. 97
\,
~240.00
. 62.11
~-
3,900.00
-- 44.38
-- 2, 050 . 00
43.39
6,160.00
63.56
.~
540.00
36.83/
DEPAR'Jl'MENT VALUATION
(Do not write in
till s space)
. Item
No.
$ 5,000.
5,000.
3,000.
5,000.
5,000.
3,000.
5,000.
3,000.
5,000.
10,000.
100
ITEM
List and describe fully
50
Gulf States Utilities Company 7 1/4%
Conv. Debs. due 9/1/92 @ $92.50
Accrued interest
Gulf-Western Industries, Inc. 5 1/2%
Conv. Sub. Debs. due 7/1/93 @ $82.0625
Accrued interest
McCroy Corp. 7 1/2% S/F Sub. Debs. due
5/15/94 @ $63.25
Accrued interest
Metropolitan Edison Company 1st Mtg.
Bond 5 3/4% Series of 1996 due 6/1/96
@ $70.00
Accrued interest
Penna. Power & Light Company 1st. Mtg.
Bond 7% Series of 1999 due 1/1/99 @
$81.875
Accrued interest
Penna. Power & Light Company 1st. Mtg.
Bond 9 1/4% Series of 2004 due
4/1/2004 @ $99.50
Accrued interest
Philadelphia Electric Power Company
4 1/2% S/F Debs. due 3/1/95 @ $59.125
Accrued interest
Piedmont Aviation, Inc. 5 3/8% Sub.
Debs. due 8/1/86 @ $74.00
Accrued interest
Exxon Corp. 6% Debs due 11/1/97 @
$76.8214
Accrued interest
Washington Metropolitan Area Transit
Authority Transit Bond Series D 8.15%
due 7/1/2014 @ $97.00
Accrued interest
Shares - Allegheny Ludlum Steel Corp.
$3. Conv. Pfd. @ $37.125
Shares - Duquesne Light Company 3.75%
Pfd. @ $21.50
Accrued dividend
Shares - Duquesne Light Company 4%
Pfd. @ $21. 75
Accrued dividend
Shares - McCroy Corp. 4 1/2% Cum. @
$36.00 Pfd. B. Stock
Shares - The Mead Corp. Voting Cum.
Pfd. Shares $2.80 Series (Conv.) @
$59.00
Shares - Metropolitan Edison Company
4.35% Pfd. @ $45.50
Accrued dividend
25
50
12
50
UNIT ESTIMATED
VALUE MARKET VALUE
$
4,625.00
96.67
4,103.13
119:17
:'
, 1,897.50
\ 13.75
~
3,500.00
'. 4.79
4,093.75
" 151. 67
2,985.00
" 50.88
2,956.25
'-- 60.00
2,220.00
56.44
~ 3,841.07
30.00
"~,
9,700.00
\,. 353.17
1,856.25
"537.50
11. 72
1,087.50
-, 25.00
- 432.00
'5,900.00
2,275.00
54.38
DEPARTMENT VALUATION
(Do not write in
th:ls space)
, Item
No.
10
100
100
100
100
400
100
100
1,500
200
100
llO
100
200
300
100
200
300
200
200
100
1,000
100
ITEM
List and describe fully
Shares - Penna. Power & Light Company
4.60% Series Pfd. Stock @ $49.50
Shares - Purex Corp. Ltd. $1.35 Conv.
Pfd. Series 1 @ $22.00
Shares - Southern California Edison
Company Pfd. Stock 5.20% Conv. Series
@ $18.125
Shares - F. W. Woolworth Company $2.20
Series A Conv. Pfd. Stock @ $32.25
Shares - Aetna Life & Casualty Company
Common Capital @ $43.1875
Shares - Allegheny Power System, Inc.
Common @ $18.125
Shares - Allied Products Corp. Common
@ $15.3125
Shares - Asarco, Inc. Common @ $16.625
Shares - American Telephone & Telegrap
Company Capital @ $61.9375
Accrued dividend
Shares - American Water Works Company,
Inc. Common @ $11.375
Shares - Ashland Oil, Inc. Common @
$28.6875
Accrued dividend
Shares - Baltimore Gas & Electric
Company Common @ $25.5625
Shares - Cardiodynamics Capital
Shares - Carlisle Corp. Common @
$27.625
Shares - Carolina Caribbean Corp.
Common
Shares - Carolina Power & Light Compan
Common @ $22.125
Shares - Citizens Casualty of New York
Common Class A
Shares - The Cleveland Electric
Illuminating Company Common @ $20.25
Shares - Cluett, Peabody & Company,
Inc. Common @ $11.3125
Shares - Combined Insurance Company
of America Common @ $19.4375
Shares - Cone Mills Corp. Common @
$29.9375
Accrued dividend
Shares - Conro Development Corp. Ltd.
Capital
Shares - The Continental Group, Inc.
Common @ $30.3125
Accrued dividend
UNIT ESTIMATED
VALUE MARKEl' VALUE
$
495.00
2,200.00
1,812.50
\ 3,22~..OO
\ 4,318.75
~ 7,250.00
~ 1,531.25
1,662.50
"
\,
92,906.25
\. 1,725.00
2,275.00
2,868.75
50.00
2 "Sll. 88
. 0.00
5,525.00
0.00
2,212.50
0.00
""-6,075.00
\'.2,262.50
'.
-- 3,887.50
2,993.75
40.00
"
0.00
-- 3,031.25
55.00
DEPARTMENT VALUAXION
(Do not write in
th:ls space)
Item
NO.
400
200
100
416
500
400
300
100
200
200
325
594
327
650
200
200
200
200
250
126
300
ITEM
List and describe fully
736
Shares - Delaware Fund, Inc. Common
@ $11. 77
Accrued dividend
Shares - Delmarva Power & Light
Company Common @ $13.4375
Shares - Detrex Chemical Industries,
Inc. Common @ $18.625
Shares - Duquesne Light Company
Common @ $17.0625
Accrued dividend
Shares - Exxon Corp. Common @ $47.125
Accrued dividend
Shares - Fedders Corp. Common @ $6.50
Shares - Federal National Mortgage
Association Common @ $17.75
Accrued dividend
Shares - Florida Power Corp. Common
@ $29.9375
Accrued dividend
Shares - Florida Power & Light Company
Common @ $27.50
Accrued dividend
Shares - Food Fair Stores, Inc.
Common @ $5.5625
Shares - Fruehauf Corp. Common @
$31.125
Shares - General Motors Corp. Common
@ $62.1875
Accrued dividend
Shares - General Public Utilities
Corp. Common @ $18.50
Shares - General Tire & Rubber
Company Common @ $26.50
Shares - Georgia Pacific Corp. Common
@ $26.6875
Accrued dividend
Shares - W. T. Grant Company Common
Shares - The Greyhound Corp. Common
@ $13.375
Accrued dividend
Shares - Gulf Oil Corp. Capital @ I
$23.5625
Accrued dividend
I
Shares - Gulf States Utilities Company
Common @ $12.875
Accrued dividend
Shares - John Hancock Insurance
Securities Corp. Capital @ $16.125
Shares - Harsco Corp. Common @ $30.00
Shares - International Harvester
Company Common @ $36.375
UNIT ESTIMATED
VALUE MARKET VALUE
'~ 8,662.72
73.60
~ 5,375.00
"'-
3,725.00
"'"
,1,706.25
. 43.00
19,604.00
~.~ 332.80
, 3,250.00
7,100.00
116.00
1-- 8,981. 25
-.... ~86. 00
~ 2,750.00
'-- 52.00
...........1,112.50
~6,225.00
,,20,210.94
~ 487.50
'- 10,989.00
.. 8,665.50
"-
"17,346.88
-. 162.50
0.00
""" 2 , 6 7 5 . 00
" 52.00
- 4,712.50
95.00
"
" 2,575.00
62.00
4,031. 25
.. 3,780.00
10,912.50
DEPAR.T'dENT VALUA.TION
(Do not write ih
this space)
.1 tern
No.
100
100
312
200
100
125
225
100
106
1,000
200
575
100
400
ITEM
List and describe fully
100
Shares - Leeds & Northrup Company
Common @ $28.8125
Shares - Libby-Owens Ford Company
Common @ $27.125
Accrued dividend
Shares - Louisiana-Pacific Corp.
Common @ $17.875
Shares - Marine Midland Banks, Inc.
Common @ $15.8125
Accrued dividend
Shares - National Gypsum Company
Common @ $18.75
Shares - Newmont Mining Corp. Common
@ $19.125
Accrued dividend
Shares - New York Electric & Gas corp1
Common @ $18.5625
Shares - Northwest Energy Company
Voting Trust Participation CertificatEs
Common @ $33.00
Accrued dividend
Shares - Papercraft Corp. Common @
$18.8125
Shares - Penna. Power & Light Company
Common @ $21. 25
Shares - Pentair Industries, Inc.
Common @ $23.125
Shares - Philadelphia Electric Compan
Common @ $17.625
Accrued dividend
Shares - Porter, Inc. Common @
$21.875
Shares - Potomac Electric Power Co.
Common @ $14.875
Accrued dividend
Shares - Public Service Company of
Colorado Common @ $17.1875
Shares - Public Service Electric &
Gas Company Common @ $22.625
Accrued dividend
Shares - Rite Aid Corp. Common @
$24.25
Shares R. J. Reynolds Industries,
Inc. Common @ $58.3125
Shares - Royal Crown Cas. Common @
$17.875
Shares - Sante Fe Industries, Inc.
Common @ $36.625
Shares - Scott Paper Company Common
@ $16.5625
Accrued di ide d
132
200
100
100
100
200
UNIT ESTIMATED
VALUE MARKEl' VALUE
$'" 2,881.25
2,712.50
50.00
5 , 577 . 00
3,162.50
40.00
1,875.00
<. 2,390.63
25.00
" 4,176.56
3 , 3,00 . 00 I
6D.00
- 11,994.13
'. 21,250.00
'-....
4,636.00
"-
"
10,134.38
'... 258.75
2,187.50
"'5,950.00
134.00
1,718.75
"
2,986.50
'-- 69.96
"4,850.00
5,831.25
1,787.50
3,662.50
'3,312.50
~_8.()O .
DEPARTMENT'VllLUATJON
(Do not write in'
this space)
,
RCC- 36
"
COMMO\'WEALTH OF PENNSYLVANIA
TRANSFER INHF.!UTA;.,'CE TAX
SCHEDULE "e"
TRANSF'EllS
H.ESIDE;-;'T DECEDENT
(1) Did decedent, within two years or death, make any transrer or any material part or his estato~, without
receiving a valuable and 'idequate consideration thereror? (Answer yes or no) No
(2) Did decedent, within two years or d.?ath, transrer properLy rrom himselr to himselr and another or
others (includj ng a spous.~) in joint ownership? (Ans wer yes 0 r no) No
(3) 11' the answer to (1) or (2) above is in the arfirmative state:
(a) Age of decedent at time of transfer
(b) State or decedent's heal th at time or making the trans reI'. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take errect in possession or enjoyment at or arter hls death?
(Answer yes or no)-1i9________
(a) Was there any possibllity that the property transrerred might return to transrerer or his
estate or be subject to his power or dispositlon? (Answer yes or no)
(b) What was the transreree's age at time or decedent's death?
(5) Did decedent in his liretime make any transfer without receiving a valuable and adequate consideration
thereror under which transferor expressly or impliedly reserves for his lire or any period which does
not in f'act end before hls death:
(a) The possession or enjoyment of or the right to income from tht' property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income theref'rom? (Answer yes or no) No
(6) If' the answer to (5) (b) a'bove is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his Ilfetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit or care of' transferor? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because or a reserverl power to alter, amend, or revoke, or which cOllld revert to decedent under terms
of' transfer or by operation of' law? (Answer yes or no) No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supportelI by affidavit by the atten'ling physician as
well as a copy or the death cer-tificate.
NOTE 2: 11' answer to any or the above questions is yes, set forth below a description of the property
transferred, it's f'air market value at date or death, dates of transfers and to whom trrmsferred, with
relationship of transrerees to decedent, if' any. Submit copy of any trust deed or instrument, ir trans-
fers are claimed to be non-taxable, also submit detailed statement or facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITE~I
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept.. Only)
None
RCC-37.' (-l2-63!
. .
CO~I!IIO~\\"EALTlI OF PE7\':'\SYYL.\~IA
TRANSFER I~HERITA!\,'CE T.'\X
RESIDENT DECEDENT
SCHEDULE "D"
BE"" EFICI.\nJ ES
The Trinity Lutheran Church
2000 Chestnut Street
Camp Hill, Penna.
RELATIONSHIP i
(If step-children or i
illegitimate chIldren J
are involved, set i
forth this fact.i i
--r
I
=+=
I
I
SURVIVED
DECEDENT
STATE YES
OR NO
DATE
OF
BI RTH
INTEREST OF
BENEFICIARY
IN ESTATE
BENEFICIARIES AND ADDRESSES
\State full na~s and addresses of all who
have an interest, vested, contingent or other-
· wise, in estate)
-~
!
Contingent income
beneficia~of Trust
under the Will,
r
-iIlterest in
--J-
Trust under the Will
Deponent further says that all the above-named beneficiaries are living at this time except below:
-,
NAME
DA TE OF DEATH
l
I
DVCTT'\V1'lr.Tf"1D
.... 'C
..800'f"'"'l
E<'lt
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.;:; <l) e
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SQ)-
_0.0
~ S tJ
~ 0 ~
8'-']
"5~t:
tJ ;:l 0
~ E ~
E::. ~
Real Property
Personal Property
Transfers
Gross Taxable Estate .
SUMMARY
(Sch. "A")
........ (Sch. "B")
. (Sch. "e")
( 1 )
(As Reported)
$ .53,000.00
$6.71,9.Z8.10
$ . ().QO
$.
$
$7~4.,~.~8.1() .
(2)
(As Deterrnincd)
$
$
$
$
$
$
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I EENEfICIA,RIES A'l"D ADDR~~SSES
\8tate full na~~s 2nd 8ddrE~3es uf all who!
have an inter2st, vested, contingent or other~
w j s c '.,.J.!!. eo; ta l:p)
-,
Florence Mc:~heeler
1701 Bri~e Street
New Cumberland, Penna.
Dallas and Peggy Dick
1701 Bridge Street
New Cumberland, Penna.
Morris P. Hess
614 Grandview Avenue
Camp Hill, Penna.
Beniamin Yowler
62 North East Street
Norwood
Stuart. Florida
Anne S. Miller
47 Oakwood Avenue
Mechanicsburg. Penna.
Blair Clavbam!:h
R. D. 113
Box 275
Harrisburg, Penna.
Paul R. Dressler
1020 North Union Street
Apartment 801
Middletown, Penna.
RELATJO;'\'SF'P SURVIVED
(If stel).~cilr1r('~ or
DECEDENT
illea!I"~ei.tirnctl' ,'h, <lren" STATE YES
imol\'ed, set - ;
forth tliis bei) I Ol{ NO
None ---------H~S
!
.-.-+--
i
--_._.~
.---
None___-+ Yes
None
Yes
None
Yes
None
Yes
None
Yes
Brother-in-
Law
Yes
DATE
OF
BI R.T H
I
I
I
...,
I
I
INTEREST OF
BENEFICIARY
IN ESTATE
Pecuniary Bequest
: (, C Cf c',
Pecuniary Bequest
lj l~ C ('. (' I
Pecuniary Bequest
_')c-"ct n,:'
Pecuniary Bequest
'>'L'(f'.C(!
Pecuniary Bequest
'leei' r,'
Pecuniary Bequest
)..:"(I("j .!''-'
I Pecuniary Bequest
") cCC'. ('~'
~:; .....
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~ "CIl. ^ }
Personal Property
Transfers
.(Sch. "B")
( Sch. "C")
Gross Taxable Estate
<j>
$
$. .
$
$..
$.
S
8
S
$.
$
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._--'~'-<~'~'"---
BENEFJr'r \RIT'<;: · "'T) 'DDRT:'S"~S I RELATJON5:ITTP Sl'f'VI\.TPD
~. " ~ -' c,-., ,-".U j-,\ - r".,V.. . (If step-2hildrc'1 or .;,-. .,".; :
\!state lull rcarr3,; alld addrf'sse:; ('! all whol i11egitlln':tc enl! Iren.. V1:'"(l~DL"Jr I
~ ,. c i ";:'I'\'I-V vE";;'
have an inter,st '."sted, c. Ollt in~8nt or other- are involved, ,d. '. ()'I/~N() - ~ r
wis', in 2sta te J forth tillS IJrt.;' 1 I
~--_._,._----_.._~------_._--- --,.---t--~----t
I I '
Ted Wheeler I None Yes:
DATE
01,'
131 RTH
IKTEflEST OF
BENEFICIARY
IN ESTATE
~
-.--.-. ---~----_. .._-~-- -
-- --.--.-.---------..--
R. D. #2 I I .)1('(\(:' .~ '\ .
--. ----i t
Lewisber::-y,__ Penna. -----j I
- , t
Dauphin Deposit Bank & Trust Co. , ----=.- I Residue of Estate in
Trl1<::TPp - -1 Trust
Edna A. Herman Sister Yes 6/13/88 Life Tenant of Trust
-
1020 North..,Union Street under the Wi 11
Anartment 801 I
!
Middletown, Penna.
Dorothy Herman Dressler Sister Yes 10/3/1900 Life tenant of Trust
1020 North Union Street under the Will
Apartment 801
Middletown, Penna.
---
The Grand Lodge of Free & -t
Accepted Masons of Penna. beneficiary of Trust
under the Will,
remainder interest in
Trust under the Will
The Shriners Hospitals for I i Contingent income
Crippled Children (a Colorado I beneficiary of Trust
..
Corporation) under the Will,
remainder interest in
Trust under .J:he Will
I
-
-
Pecuniary Bequest
., ~.. I
'f;, 4 ~
,,] t~~
.::;; s :.;
:.:: 8;:j
Cl Q,;
"";t;-:;
':"" ::s c;;
;:.;...... ~
>: c: C,)
H ,::;
Personal Property
Transfers
.. ( Sch. "B")
. (Sch. "e")
Gross Taxable Estate
$
(.
"
s.
:s
s. ...
$
S
$
$..
$. ...
b 'ti
Z '0 s::
(I) ell
.... W . ell
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p... =-
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p... >
w < W co: ~. ~
:I: :I: W S :z; '"0
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ci 0 t-< ::r1. 0 .--l [)
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'"0 0 ~. ..J:: 0
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--
RCC-3e.'
RESIDENT DECEDENT
SC....EDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERIT ANCE TAX
INSTRUCTIONS: This schenule must disclose all property, real ann personal, owned by the decedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and othE'rs. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated lfiner Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisi tion, and the name, address and relationship (if any) of co-owners to
the depedent.
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Recorn of Instrument, where Real Estate.
Unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of' Value of'
Entire Decedent's
Property Interest
'V'
$1.500. U.S. Savings Bonds.
Series E n/o Mrs. Raymond Y.
Herman or Miss Edna A. Herman
dated 9/49 as valued 6/7/78
$ 3.552.60
$1.776.30
$1.500. U.S. Savings Bonds.
Series E n/o Mr. Raymond Y.
Herman or Mrs. Dorothy H.
Dressler dated 9/49 as
valued 6/7/78
3.552.60
1.776.30
TOTAL
$ 7.105.20
$3.552.60
R E V-51a (B-78)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX ')970
HARRISBURG
17105
IN YOUR REPLY PL.EASE
REFER TO
Inheritance Tax Division
NOTICE OF FIliNG OF APPRAISEMENT
Paul J. Hanna, II, Trust Officer
Dauphin Deposit Bank & Trust Co.
213 Market St., H~rriDburg, PA
(Executor or Administrator)
In Re: Estate of
Raymond Y. Herman
Cumher]i'lnc1
County - File No. ? 1-7 R_O 'i 1]
Dear
You are hereby notified that the Orip)nal
appraisement in the estate of Raymond Ya Herman
has been filed in the office of the Register of Wills of Cumberland
County on 4 April , 19-L9, Said appraisement reflects the following
valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
53,000.00
671,928.10
HonE'
Nonp
--.$7?4,Q?R.10
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tox that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when deoth occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date
4 April 1979
Signed
Title _~__--Arlmi n i ~T'Y'rlTi "e offiC-e-J:L
/
'- -.----.---------..-.
Note: This is not a bi II.
..
REV.457 "(8.78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DA ( !:; 4 A p r ill 9 79
COUNTY (' 11m h P 1" 1 ;'In r1
FILENO. 21-78-0311
Whereas, Ri'lymond Yo He'Y'rn;m late of B()1"(~11f,[n ()f-lL. ('11mhe1"]i'jnd
in the County of C 11 rn her 1 i'l n d Commonweal th of Pennsylvania, having died on
the 7 t h day of J un e 19 1JL, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, T.p () F111 gi n ; T ; , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix: the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration
of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral
rate on any such future interest.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
$ ~;~ n()n I () ()
D~~' T'_..L
D~~~~....~, - ..L 671 _928 10
~ -Fo.,..,., N()....o
,1 () i n 1: 1 " Owned lIT,..,no
'l'()+=> 1 7'"'1' O? Q , ()
I
I
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LAST WILL AND TESTAMENT
OF
RAYMOND Y. HERMAN
I, RAYMOND Y. HERMAN, now of the Borough of New Cumberland,
County of Cumberland and State of Pennsylvania, being of sound mind, memory
and understanding do hereby make, publish and declare this to be my Last Will
and Testament, hereby revoking and making void any and all wills and testamentary
writings by me at any time heretofore made.
ITEM I:
I direct that my body be interred in my cemetery lot
located in the SHOOPS CHURCH CEMETERY grounds, on Jonestown Road, near
Harrisburg, Pennsylvania;, according to the rites and ceremonies of the Lutheran
Church, and that my funeral be conducted in a mi3nner corresponding with my estate
and situation in life.
ITEM II:
Should FLORENCE MAY WHEELER, now of New Cumber-
land, Pennsylvania, survive me, then and only in such event, I give and bequeath
unto her the sum of Ten Thousand Dollars.
ITEM III:
I give and bequeath unto my friends DALLAS DICK and
his wife, PEGGY, now residents at 1701 Bridge Street, New Cumberland, Pennsyl-
vania I or to the survivor thereof, the sum of Five Thousand Dollars. Provided
should both predecease me, this gift and bequest shall lapse and revert to the
rest, residue and remainder of my estate.
.-......-.
. .
ITEM N:
Should MORRIS P. HESS, now a resident of Grandview
Avenue, Camp Hill, Pennsylvania, survive me, I give and bequeath unto him,
the sum of Four Thousand Dollars.
ITEM V:
Should BENJAMIN YOWLER, (the widowed husband of
my deceased sister-in-law, HELEN YOWLER) now a resident of Stuart, Florida,
survive me, I give and bequeath him the sum of Five Thousand Dollars.
ITEM VI:
Should my present housekeeper, ANNE S. MILLER remain
in my employ at the time of my death, I give and bequeath her Two Thousand Dollars.
ITEM VII:
Should my friend BLAIR CLAYBAUGH, now a resident of
R. D. 3, Harrisburg, Pennsylvanii1, survive me, I give and bequeath him Five
Thousand Dollars.
ITEM VIII:
Should my brother-in-law, PAUL R. DRESSLER of 1610
Myrtle Avenue, Camp Hill, Pennsylvania, survive me, I give and bequeath him
Five Thousand Dollars.
ITEM IX:
Should TED WHEELER, son of FLORENCE MAY WHEELER,
now residing at R. D. 2, Lewisbury, Pennsylvania, survive me, I give and
bequeath him the sum of Four'Thousand Dollars.
ITEM X:
I hereby name, constitute and appoint THE DAUPHIN
DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Pennsylvania, as the Executor
and Trustee under this my Last Will and Testament.
-----~------- _._._-------_._~--~.----
ITEM XI:
I direct that my debts, funeral expenses, adminis-
tration costs and expenses, the "gifts and bequests" in cash as set forth in
Items II to IX inc., estate and inheritance taxes becoming due by reason of my
death, shall be paid out of my General Estate. My Executor shall have the
discretion as to whether such estate and inheritance taxes be paid immediately,
or postpone the payment of such taxes on future or remainder interests until
possession thereof accrues to the beneficiaries of my Trust Estate herein named.
ITEM XII:
All the rest, residue and remainder of my estate, real,
personal or mixed, of whatsoever kind and wheresoever situate, I give, devise
and bequeath unto the Trustee herein named, IN TRUST NEVERTHELESS, to hold,
manage, invest and re-invest, collect the income, and after paying the costs and
expenses incident to management of said Trust Estate, distribute the income and
principal of said estate in the manner, for the uses and with the powers herein-
after s ta ted.
A.
POWERS
In addition to, and not as limitations upon any authority and
responsibility given to Executors and Trustees, under the
law, I expres sly authorize and empower my Executor and
my Trustee, named herein -
(1) To sell, lease, pledge, transfer, exchange,
convert or otherwise dispose of, or grant options with respect
to, any and all real estate at any time forming a part of my
estate or of this trust estate, in such manner, at such time
. '
and times, for such purposes, and for such price and upon
such term s, credits and conditions a s to said TRUSTEE shall
deem advisable.
(2) To invest, reinvest, retain, vary, change, purchase
or otherwise acquire, whether or not the same was originally a
part of my estate or subsequently acquired by my TRUSTEE, any
and all stocks, bonds, mortgages, notes or other securities, in-
cluding stocks or interest in investment trusts and common trust
funds, as to said TRUSTEE shall seem advisable, and whether or
not such investments be of a character permis sible for investments
by Fiduciaries or for Trust funds; Provided nevertheless, that in so
doing the TRUSTEE shall exercise due care and prudence I and shall
carefully consider and determine which bests serves the interests
of my benefici.aries named herein both as to the safety and security
of such investment and the probable income to be derived therefrom.
(3) To vote, in person or by general or limited proxy,
with respect to any shares of stock or other securities held by
them; to consent directly or through a committee or other agent, to
the reorganization, merger, dis solution or liquida tion of any corp-
oration in which my estate or Trust Estate may have any interest,
or to the sale, lease, pledge or mortgage of any property by or to
any such corporation; and to make any payments and to take any
steps necessary or proper for my TRUSTEE to take in order to
enable my TRUSTEE to obtain benefit from such transaction.
'.
(4) All stock dividends which shall be received by
my TRUSTEE shall be treated as principal, all cash divideilds
shall be treated as income.
(5) To execute and deliver any and all instruments in
writing which said TRUSTEE may deem advisable to carry out any
of the foregoing powers, and no other party to any such instrument
in writing, as signed by said TRUSTEE, shall be obliged to in-
quire into its va 1i.d ity , or be bound to see to the application by
the said TRUSTEE of any money or property paid or delivered to
TRUSTEE pursuant to the terms of any such written instrument.
(6) Whenever in its sound judgment advisable to borrow
money for any purpose connected with the protection, preservation,
or improvement of my General Estate, or of my Trust Estate, and
whenever as security, mortgage or pledge any real estate, or
personal property of which I may die, seized or possessed or
forming a part of my Trust Estate, and upon such terms and
conditions as it may seem advisable.
(7) I direct tha t all shares and interests in this Trus t
Esta te, whether principal or income, while in the hands of the
Executor or Trustee shall not be subject to attachment, execution
or sequestration for any debt, contract, obligation or liability of
any beneficiary, and shall not be subject to pledge, assignment,
conveyance or anticipation of any such bcncficiar;" and the
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personal receipt of such beneficiary shall be sufficient and
the only discharge of my Executor or Trustee.
B. In the event that either or both of my sisters I EDNA A. HERMAN
and DOROTHY HERMAN DRESSLER1 now of Camp Hilll Penn-
sylvania I shall survive mel I direct and authorize my Trustee to
distribute such income as shall accrue from time to time in my
Trust Estate (after payment of the necessary current expenses
incident to the management of my said Trust Estate) at the timesl
amounts and uses as hereinafter provided;
(a) Should both sisters survive mel then in equal shares
to each sister I for and during her natural lifetime I providing I
nevertheless that should either sister predecease her sister I
her share shall revert to my Trustee for distribution to the
three beneficiaries named by me in the following Paragraph C
of this I my Will and Testament.
(b) Should either one of my sisters predecease mel then I
direct and authorize my Trustee to distribute fifty percent (50%)
of the said income to the surviving sister for and during her
natural lifetimel and the other fifty percent (50%) among the
beneficiaries named by me in the following Paragraph C of
this I my Will and Testament.
(c) I direct and authorize my said Executor and/or Trustee
to pay over such respective share or shares of income in semi-
annual installments or at such other lesser periods as may
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be deemed more convenient and advisable by my
Trustee.
C. In the event that both my said sisters shall predecease me, or
upon the death of my last surviving sister, I give, devise and
bequeath in memory of my late and beloved wife (Dettie) all the
principal of my said Trust Estate, together with any and all of
the accumulated income thereof, in equal shares unto -
The Grand Lodge of Free and Accepted Masons of Pennsylvania
For the llse and benefits of the Masonic Homes of
Elizabethtown.
The Shriners Hospitals for Crippled Children, a Colorado
Corporation for the use and benefits of the hospitals owned,
operated and maintained by said Corporation.
The Trinity Lutheran Church, 2000 Chestnut Street, Camp Hill,
Pennsylvania
(a) In making such distribution of principal and income, my
TRUSTEE may in its discretion, distribute property in kind, and/or cause
such distributive shares to be of cash, and/or property in kind, and/or
fractional shares differing in kind from any other share, so as to assure
equality in such total distribution. The TRUSTEE'S decision as to the
value of property in kind, shares and fractional shares, shall be binding
. ...
upon the beneficiaries.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
LAST WILL AND TESTAMENT 1 written on eight pages, in the Borough of New
Cumberland 1 Pennsylvania, this
'C!,
(.; -
day of .'<'r.t"'''/'''''''I A.D. 1 1977
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(S EAL)
Signed, sealed, published and declared
by RAYMOND Y. HERMAN, the Testator above
named, as and for his Last Will and Testa-
ment, in our presence, who, in his presence,
at his request, and in the presence of each
other, have hereunto su};>scribed our names as
attesting witnesses, the day and year above
written.
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