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HomeMy WebLinkAbout94-00658 Estate at Mildred B, Immel, late ot the Borough of Carliele, Cumberland County/ Penneylvania/ Deceaeed. Sooial security No, 250-40-9053 PETITION Ii'OR PROnATE IIlld GRANT OF LE'n'ERS (Pst No. 21-94- Tal Regieter of Wille for the county of Cumberland in the Commonwealth of pennnylvania The petition of tho undereigned reepectfully reprssente thatl Your petitioner, who ie 18 yeare of age or older and one of the executricee named in the laet will of the above decedent, dated December 9/ 1988. Donna Eileen Liet/ the other deeignated executrix, ie renouncing contemporaneouely herewith in favor of petitioner. (Iule ttl(\"1I1 ch~'lIm~I;\IICU, t.,. r(lIund~Il\lIl, death uf ('X('~'u'tlr, (l~'.) Decedent wae domiciled at death in Cumberland County/ Penneylvania, with her last tamily or principal reeidence at 921 Hamilton Street/ Carlisle, Penneylvania 17013 (II,lllttcl,lIull1hl.'r.nd l1Iunklpalil)') Decedent, then 74 yeare of age, died July 13, 1994, at Carliele Hoepital, 246 Parker street / Car lie le, Penneylvania 17013, Except ae followe, decedent dld not marry/ wae not divorced and did not have a child born or adopted after execution of the will offered for probate I wae not the victim of a kill ing and was neve,' adjudicated incompetent I No exceptions. Decedent at death ownrnd property with estimated values ae followsl (If domiciled in pa.) All personal property $300/000,00 (It not domiciled in Pa,) Personal property in PA $ (If not domioiled in Pa,) Personal property in County $ Value of real estate in Pennsylvania $100/000.00 situated as followsl 921 Hamilton Street, Carlisle/ Penneylvania WHEREFORE/ petitioner reepectfully requests the probate of the laet will presented herewith and the grant of letters testamentary thereon. (leltamentuy; Iltlmlnhlrlllon c,I.A.; Atlll1inl'IUlioll u,h,n.c,l.~.1 si9nature and Reside~ce of Petitioner ~th ~~ ~~kl';- Saran Lou se Safstt' 557 Lakewood Circle Waehington, Weet Virginia 26181 COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the beet of the knowledge and belief of petitioner and that ae personal repreeentative of the above decedent petitioner will well and truly administer the estate :cc~rdin~ to law. Sworn to or af firmed pnct. subscr ibed ,,/1/ '.Vl\. rilJlU.__ ~1:vk- before me thie 14T~ ,day Of~ ~n~u~ safstro~ July, 1994 'gJl1& ' MAR ster' (J 1,1\ This i~ In n':rtif,. dlill tilt' illlln"lll,lIIC1Il Ill'lt, ~:i\'l'rl I" (lfllt'{ IIf t1q,j(...IIIOI1l ,III \I,i!~lll,.d n'l'ljfJ(,I!(' III dt"ltl,l .dllly fill'li with 1.00',1I Hl'gislral' 'l'llt, 01 igil1,d tl'rlilil,llt. Willllt' till \\',lldt',llll I Ill' ~',II(" \'it.d l{t'l 11111" (11I1t l' 101 Pt'11l1.11l1'1I1 lillllh IIll'.!.'! WARNING: Ills IIIogel to dupllcllto this copy by photo9tAt or photogrAph. Fl'c (1IIIhl' lI'nif",."" 5.',1111 ?~'~k ~\, \'~u.c~\\'~~~~~-,) 1.41(1l1 HI.'gl~"I,11' 2419835 No, ,JUt. 1 : I W94 1>,11(' H10114.'''''.....' COMMONWUlTH Of PINN9VlVAHIA. DIPARTMINT Of HIAlTH' VITAL RICORDS CERTIFICATE OF DEATH "'" llJH .. llf.' l'IU"',\nj ." ofomolo .1"IIU'-'.....N~ txIAlnClJflll"tlJl.l$\l~ 2nD - 40 - 90n3 DAIIOl' [lClfll;I.l<v".o... _~I ., AllI ~I"fl'''''',\ orl</lfl ,1.1)"1 Volt ~Wl ..rUkI'\ACI~',,,,, ,\A fOl'OI!Jlll'.I"'("I"'- ~NI"""\f""fI,,14, !,I". "tf".",c.,,,.,,, ;.oiijiii- =- ..- -" -~. or;;v;-- hipponsburg,PA ~ ,Ile..tpll..., rl tJ(\Arl ~~ (J 'UlYI, ,cc,l.......,,'1,...'''''.'I'',.r..1 . July 13 , 1994 74 "I t:',ID :!I Cumborl,nd CorU.lo ."""""o:,r.....-)6n,INd.'!'<""'.,.., ''l~W\;ito ~ _!J~\. ~~~" 1<'>" N) .~,:J;.j"".gl"<<l TEf~!'dIIJ'(11".."....,\ ~. _~ ,I, atJAV""~ . ill'" ~..."'.QI<1'......1 llCctD(HT"I.W\NQ~'U~/'M c.,".,.' ~I" l1,r".., 4 u - II. flt ""I <*..........101 t10rt <ldltlton . -~'------_.--'------~ ., OfC HI. ACIUlL 921 Homil ton Stroot ~~'~;~.~q I Carlislo, PA 17013 ",......','1 tftr_'/fy.mb!!.!'J.!1nd 1l4rl~:....,~~\io"::c'__"__ /.....IHA'1. h' U,jo" 'I1'h \lOf~11I ,',U/\.j"" ~'\l. 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F ~ ili0~.Q"(~t...'I~~"'\~~_. ~ta;,\.IOI !L.-_J~~,J;:,,.LX~t _._Cfl'~~ "'. [I /+.1(] WILL 01' MI L,/lIlED n. IMMI". J, Mlldl'ed fl, ]lIIl11el, of 921 "amll ton St l'O(,t, Cal'l L111e, Cumbel'land County, Pennsylvania, 'lIIako t.ldfl lilY \~jJl and rr,voko any ,wills or codIc.Lls to wills hel'otof'ol'fl mado by mo. 1.' I gJVEl Ono Thousand ($I,OOO.OO! dollal's to flach of my gl'andchildren, includIng thono adoptod by my clll Idr'on, The' r'eceI~t of' a pi\r'ent of' any such gr'andclli,ld ahall bEl a nuff'Jclont I'oloase of' my oxocutol'. 2. J givo my an tlquo ((I'and f'a thnt's clock to John Pa tl'.i,ck Saf'strom, my oldost grandson, The rocoipt of' his paront shall be a suffIcient I'oloase of' my oXocutor. 3. ] give my hou~Hlhold gnods and PEll'flonal belongings including ,jewelry, to lilY daughtol'fl, Sllill'On Louise Saf'strom 'and Donna Eileen Lbt if' both sUl'vivEI mo; other'w.l.fle ] glvo the same to the daughter surv.l.ving mo, 4. 1 give the rOlllainder of' my efltnto to lilY daughters, Sharon Lculse Saf'stl'om and Donna Eileen LIst. If either of' them havo pr'edeceilsed me, I gIvo onEl-half' of' tho sl',ar'El of' the decedent to the other daughter and the othel' ono-half' thereof' to my grandchildren. If neIthor of thorn survive mO, I givo said remainder to lilY grandchIldren .l.n aqual sharos, 5. ] diroct thet any un~ilid pledge of mine to I'irst United Church of Christ ot' Cal'lislo, Pennsylvania bo paid by my exocutors as an eXpenfle of tho administration of my E1fltate. 6. I appoint the surviving parentfl or parent of a grandchild under twenty-ono yoars of ago trustee of any ~I'operty with respect to which property I am authol'ized to appoint a trustee and' have not othol'wIse dor.e so (;o.ing to fla.l.d grandchild. Such truRtBe shall have the power to uae pr.incipal as well as income from time to time fol' tho benef'.icinrY'fl SUp~Ol't and education, including collego educ;HUon (b(Jl;h gl'illluilto and undergraduate) without regard to his or her parent'fl ab.l.lity ta provide far such support ilnd (,duca t.lon, and, to make paymont f'or these purposes, without further' l'eflpons.l.b.llHy to the benefIciary, or ta any person tak.ing caro of tho beneflc.l.Hry. My trustae shall have the sarno powers that], could exol'cise in connection therewith if I were living, .lncluding but not lJmited to those set forth in this IHll'agl'aph. 7. ] direct that all taxefl that may bf. a11sessed .in consoquenco of. my doath, of whatevel' nature and by whatever jur.isdIction imposed, shall be paid by my personal ropl'osentative as an ;ffi.u~~~~~~A:.,e~L MIldl'od fl. Imrnol Pago I of ? , ' l' \' I, " I' , ! , I" " ;1' ,"1' I' go,: ;irr, :1', If " " , " I', " , : \rJ J.>, "nfR }t; g V"",; /t,U, " I:. 1 (,f,'" , ,. " ('.w f... " II' , IJ " " " ~ ' '{I ~ ..... ~' .po ",' " (., Ii' " , I, " .u" ;t..;:t '\:) 'r,,)' I ., .._,. I, , I ~,: ,JI P 'I' '. ., .~, , (j,:l.l ." ., ~,) .' .j" ," I I I, 'I I, " "', "",'J' 'I ", ,., '. 1" ,," I, ij I~ ~, ~ . 9 .;,~ 4-i fQ Mil 0 ~ I' e.. ,j '~ '" I. .... , " , I" ,'!, .1' " " " I' , I, "1 I, .' ',' 1 ,I "; " . " I;," h ',I. " Ii p, ,', " .,..' " " " ,I .' 1'" I' , " " , I . " ;' " ;, oI' I " " .' , " " I' , I' , 'I " , " ., " \Ir I' " ,': i. . ,I, " . ',I', I .' " " I' " " ._" I,', ,I' . '\1' \1 ,,,'\ . " ", I' " I; " I" ", i." 'II', .1' " I' I' "l " .,iI '!' ',I , r, .t;'I" I', !' ~ ,) " Il' ", .j; " ~j '" ',. " " :1 , I' ""I. ,t." , ~~ ," , ", l' I' " " '.., " " , 'i e CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Deoedent: MildredB. Immel Date of Death: July 13, 1994 No. 21-94-658 To the Register of Wills: I hereby certify that notioe of beneficial interest as required by Rule 5.6(a) of the Orphans' Court Rules was served upon or mailed to the following beneficiaries of the above- oaptioned Estate on October 7, 1994: Sharon Louise Safstrom 557 Lakewood Circle Washington, West Virginia 26181 Donna Eileen List 714 South Elm street Pageland South Carolina 29728 William R. List 714 South Elm street '00 , "'1 Pageland South Carolina 29728 e~, ;:", ' :;f-: "-'1('; Matthew List " c, l;...... 714 South Elm Street ""'1 Pageland South Carolina 29728 -..., ;,J , , Andrea Safstrom ,-~'j 34 North Earl street, #3 :1' _ ~.Ii ' Shippensburg, Pennsylvania 17257 ,l':~.I, I.J Rebecca Safstrom 557 Lakewood Circle Washington, West Virginia 26181 John Safstrom " 557 Lakewood Circle Washington, WAst Virginia 26181' Firat United Church of Christ 30 North Pitt street Carlisle, Pennsylvania 17013 Notioe has now been given to all persons entitled thereto under Rule 5.6(a). Date: October 7, 1994 IV '?;;~ ;:::-~&.. Wayne F. Shade, Esquire 5 South Hanover Street carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counpel for Personal Representative , I 'f / 'I " '~I ,'J, /j / / INHERITANCE TAX RETUHN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) I 1111111,1 II,,' '" 111,\111 ,II'III1IJII'''1 1'11I:I'h '" let, II ,I """,'\1,1"1'111111'1111111 h 1'111\1111 10'11.1,; IIIII-IIII':H ;! 1 COllNfl'Y COllI-: IU\V I ~OI.lIL\ + r/.lJ41 , l'IIMMIINII'EAI.T11 III' I'I!NN'YI.V<\tIlA IJI!I'AKTMHNT(IF IWVIWIII! IIIWI'.lllllfltll IlMUUSlIlIlW,l'A I'1ln.utJtll 'Jll n:^H fll", III1HHI':H II i~==~~'~>""'''._'~'''''''' .'", .".-.. '1if11'lfTirrfJ'i":,'7''lI~J11rT''fIT'XIiT111\('::;-'''''''''-- Il~ I lIillll II \'.1m :lI'l'oo\. cilrllnlo/ I'A 1'/111:1 '2'Ct5I"OAI_, '4'1!'O"_llIgITO\' 5N1JIMIIEII '--1 -07'A/T1E 'JIf1liT/ Igl'~1 W-""I' "h.....I.li;~~,1 '/"J"ll,,',H/nr1il,I,' 'I r, " mllNI Y ClIlIIl.Il1l'lllIlIl ill' AI'I'I.I<'AIII.I!I 'IIKVIVIN" SI'II[ISE'" NAME II.<\S!, 1'11(,.. ANilIiiiif,TFlnTi'IATi-:,'if";(t:',Pi'lilli WNII~iiii'W '"'\"WiIIN IIli'i'I!lVI'II i",'I'IN\lliliI 'I IIi/hi g:-rcTrI1!hJ.11 HI'I<I1I1 1 .'\uIl11km\1\t.i1'u-;:jiiiii----..--------...---- ", Lil1\ill'tl 1!.~13t~ _. .l;t,hllllt\' 11I1<'U'lll'ptlllllPllll11 tl1I1 ,tIll', lit tho,1I1l .dln I!.I}'.~!J " lkl'\'lli'nl ~1.lin';IIl'l'll ,ll.i\ill~ '1111,1 (AI1.hh " \"1') III '1Illdl .. \. '1i1'UI,lhllrl:' .1t~111l1l- (1111 Ildlnlll,k,IUI 11111111111111,1\11 \ II',klill Hlt.lh' lill Ildlllull\'IIUlIl'Il 1. ~ 1111,11 NUlIlhl'l 1\( ,Ij,lh' lIqllltilllllH4 K. h. Ik,',',knllli<11 T<~L'k <AlIiIt'h 1",\1)' or Willi ALL CORRESPONDENCE NAMI! Wayne F, Shade, AND CONFIDEN'l'lAL TAX-llf'ORHAT'iON'ilifolll,ti 'jjE~tiIRii(~il;f:i)' 1'() I ('O~'l'l,In I! M^'I.INII/\lIl1ll1l.'1'l EsquIre ~;) 11ml\'. I'omfro\'. 1l\'.1'l1l.1t .________......uu Cllrllnlo, I'nl1l1l1ylvllIllil 1'/01:', TI\I.EI'IIlINI! 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I~I 11I1,'}lr Ihl\ II tJl,' II\'I:ICP.\",\II:,\II !\, ~_ Clu't'k III'fl' If )lIlIllh' H'llul',lI11~ II rdulId III )11111 11\1"1101)1111'111 ]1 lr lill\' III j, ~rl'ali'llhJI\ IIIII' 1'1, filII', Ill\' Ililll'll'lId' 'iiI IUh'}1 I hi; 1\ 111\' 'U\ 11111;. A, Hult', Ihl' il1ln."II~1 111\' h.11.1I1I I' 11111' I'll hili' ) 1,\ II, I!/lkr lhl' hll,llllf lill" J I ,LIlli} I ^ I~I Iu\<' } III 'Ilill hIli,' 11,\ L,\~( '1.11111: MII~I' Chl'\'~ I'tl)uhlt, 1111 UI\.lhln III Will" ,\!tllll (;11 ) (,!lA) (;!I/I) [I) 'j 'J 0 IjO'J A ~i .1J~_I~_LL.L.:.I._ 'JU illl A 'J ._ LiZ_._ ~t_:LL fill.! ,.I!il.,..2.U , ,_...Jl..1.0,!l G 2.1 ,,;lJi:L.5Jll _ .1,1. .11L~l.Lilll ,.1 J..d,{!.!L..lJli . ,IG,.U_11..,l1 . __'LJ.iJ.2..J..2.1 :.:.:I~.(;'i~~;:27. - --- BE SURE T'ci--;.iliIWE"ir")\i','CliiitiH'T'IO'~N (iN Rt;ljt:ii'tit:'Ii'iilli"i\Nii"ij;illi,r.(jiifii'!K'MATii"'~=-='-,- .--, l/illkl pl.'l1alli." III II\'''UI~, 1II,'dlll' Ih,11 11101\\' 1'I.lIl1l1h-llllll. ,. IIUII. III 111l111l1: ,I '''1111'111\ 1I1j' "h, ,1<11, 'lu,1 \1.11, 1Il'!l1l ,11111111111, 1..,1111 IIn I 11I1',d'III'1 ,tllol hdh'I II 1\ 11ll.', l.tlll" 1.111.1 '1~I1Ilh'k 1111'<'1,1/1' lh,11 ;111 '1',ll,'~I:lh' 11.1\ t"," "I'''.h'll ,11111,,- mul,,1 \,1111 11,< 111,111"11 ,'I 1'1'1'111, "HI' I IhIlIUI, I' 1"'11111'1'1' "llllll\I I' l'l"d '~I ..11 1111111111,1111'11 III "111:1\ 111.'p,Il\'l h:1\ "")I""~"~" ~'.) .__.." "J,; .~ " " -/ (,: "f'.I' '1'1/ l,ill<I'\o!1I0d ,:11"'1"1 \"'11111111\1',11111, IIV ;l(.I,tjl ,'I ..111 I,'.'.J.' ,;~~Np~i~~~; :~m;'il(IN;rll~~II~I~'l' 1111'"1'" 1',111 'I;; 1([ ( Aot #48 of 1994 provides for the reduotion of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as presoribed by the statute will be: . 3% (.03) will be applioable for estates of deoedents dying on or after 7/1/94 and before 1/1/96 . 2% (.02) will be applioable for estates of deoedents dying on or after 1/1/96 and before 1/1./97 . 1% (.01) will be applioable for estates of deoedents dying on or after 1/1/97 and before 1/1/98 · Spousal transfers ooourring on or after 1/1/98 will be exempt from inheritanoe tax PLEASE ANSWER THE FOLLOWING QUESTIONS BYPLAOING AN X IN THE APPROPRIATE SPACES. YES NO 1. Did decedent make a transfer andl a, retain the use or income of the property transferred, X b, retain the right to designate who shall use ths property transferred or its income, X c. retain a reversionary interest, or. X d. receive the promise for life of either payments / benef its or care? X 3, Did decedent own an 'in trust for' bank account at his or her death? X " t.-:: ~ ~ .' ., 0: ,J , ~ 0 I) (j) ~ lUll: 0: ., .', '<.0 we: _::I UU .. ..,_....1."'."....,.............. ..... , , OEOIWE I.. EIlENER &. ASSOCIATES REAIJ'()J{S [B I'lfMIOIl' nonlelonllll!. COIlln101clnl & "!ifill(; Nlnflllonl!l . SolQo . Ronlnlo "'11\1"'1 J'I~"Q Wilt; 139 Wonl HIOh Bl<ool, Carllsla, PA 17013.2001 ('111) 243.0195 Septe~ber 14, 1994 Wayne F.Shade. Esq. 5 S Hanover St. Carlisle, PA 17013 Dear Wayne: I am a licensed Real Estate Broker, licensed by the Common- wealth of Pennsylvania, and have been actively engaged in the Real Estate Business for the past twenty-one years in the Cumberland County area. I am thoroughly familiar with Real Estate values in this area. On Monday, September 12th 1994, I inspected the property in the Estate of Mildred K. Immel, located in North Middleton Township, Cumberland County, more commonly known as 921 Hamilton Street, . Carlisle, PA, The purpose of the apprais'al was to determine my opinion of the market value of the property on July 13th 1994, the date of deBth of Mildred K. Immel. The property was transferred by deed dated May 15th 1965 from Harry E. Dons on and Genevieve D. Donson, his wife, to John W. and Mildred K. Immel, his wife, as recorded in the Office of the Record- er of Deeds for Cumberland County in Deed Book "0", Vol. 21, Page ll13.(Copy Enclosed) The land is assessed at $1750.00 and the improvements at $9780.00 making a total assessment of $11,530. for tax purposes. LAND & PROPERTY DATA The lot fronts 100 feet on the Southern side of Hamilton Street and extends an even width of 200 feet and is better known as Lot No. 20 on the certain "Plan of Additional Lots of Greenvale", said plan of lots recorded in the Office of the Recorder of Deeds for Cumber- land County in Plan Book No.6, page 40. This section of Hamilton Street located in North Middleton Twp. is a typical township street with macadam cartway. Public utilities to the property are electric, water, sewer and telephone. The property is located in an area zoned medium density residential. Other property improvements include a macadam driveway, concrete walk to front porch and rear concrete patio. The lawn is well established with mature trees and shrubs. .. 1\1111 f)1 NC: f)ATA Tho /I!Jovo d(~IlCI',1 hlid I "I 11: illlpl'OVr~rI \,':i I.h II I.'lIl1ch Ijl.yl(~ hOlllo with IIppI'OXIIIHII:<!ly IIlOllllq. fl., 111I1I1:I.1I1111f!rI Iwo Cill.' gill.'lIgc! of' IIPp- l.'oxilllnLely li20 fl(I' fl.. \;II:h <111\" <fOOl' "I"'IIC'I' IllIrlliIlC.J.OIlC'd /.'O[l!' PIltJ.O. Tho tWII1<! which \;illl hll.ill :in IIPPI'Ox,illllll(!.iy J~()O jfl /.'lIndolll /.'ock with 1Il1llllilll1l1l (!Vell, IJoff.ilfl, glll',I.('I'1l Ill1d doWnllpolll:fl, Tho/.'o I1/.'C t/.'iple I:l.'l1ck StO/.'1II lInJtll "n lilt! wi lIr10ws <In<f IlI:OI.'III rI 00 I.' 1.1 , Tho r:oof j,l) /lsphl1H Ilhil1glC'1l 1111r1 1I1l pr-r hllUding IH!/.'lIIil. 1;/l1l 1'C'plIlC!ed .ill 1~1l9. The/.'e j,s I1lso 11 tcdev:iv:ion 1IIItC!IIlW tClI;!!!' w.i.Lh /.'0 to I.' , The first floor COI1I:[I,;,lIfl: foye/.' w:il:h gllOll1: clollet I1l1d carpet floor; living 1.'00111 with fin!plllcc I1l1d Cll/.'pCt floo/.'; 1'0/.'111111 dining 1.'00111 with carpet and sliding pntio door to /.'ear putIo. The eat in kitchen with linoleum flOOring hus alllplo ulllount of birch cabinets, double stainless steel sink with garbago disposal, forlllica counter- tops and splash guards, kitchen Did dishwashe/.', built in GE range and oven wi th hood. There is a laundry al.'ea \;i. th 11n01e\11II floor on the first floor with hookuJls for washer and dryer, There are 3 bed- ~oms - 2 with oak hardwood flool.'s and the master which has carpet over the hardwood floor. The master bedroom bath has linoleum floor, sink with no vanity, commode and ceramic tile shower stall. The main bath also has linoleum flooring, sink with vanity, comlllode and porcelain tub with ceramic tile walls for the shower area, The basement under the entire dwelling is basically divided into three sections. The largest section is used as a f8mily room which has a fireplace with woodstove, panelled walls, carpeted floor and tile ceiling. The other sections are used for storage and workshop areas. The basement walls are concrete block and the floor is concrete. In the family room there is an outside cellarway to the rear with Belco doors. The home has 200 amp electric service with circuit break- ers. The plumbing is copper with cast waste lines and the electric 52 gallon hot water heater provides domestic hot water. The home is heBted with electric baseboard and there is central air to the first floor, and a silent knight security system. This property is in very good condition and has been very well main- tained over the years. Therefore, based on the location, size, condi- tion and other comparable properties; it is my opinion the market value of this property on July 13th 1994 was ONE HUNDRED TWENTY-ONE THOUSAND DOLLARS ($121,000.00). I have no interest of any nature whatsoever in this property. This opinion of value is given by me voluntarily and without liability on my part. GLS/SB.S Enclosures: Deed and Photos 1u!\',l~\I.1 H.'\+ (".IIM f'OMMIINWI!^,:ru<Wl'!\NN,"iYI.VANI^ INIII!KrI'^NI'1I T^X KlrnlKN "1~"'I)I!N'1' IJI\('IIIIIlNT ESTllTE OF SCHEDULE B STOCKS AND BONDS . Mildred B. Immel ~l~iilvllwm'tl WIlli Ihel1l nr NIII...j"'"r~hlllll\ll'l hI' t1",'I\l~l'il illl Sdll'lluh' ~I") ITEM NUMBER DESCRI PTlON 1. 2. 3. 4, 5. 6. 7. 8, 9. 10, 11. 12. 13. 14. 15, 16. 17. 18. 19. 20. 21. 22. 929.369 shares of Federated Services Co., Fund for U.S. Govt Securities at $7.69 per share 7/473 shares of Dauphin Deposit corp. common stock at $25.625 per share 184 shares common stock of Bell Atlantic corporation at $55.375 per share 218 shares common stock of General Public utilities at $25.375 per. share 72 shares common stock of American Telephone and Telegraph company at $55.375 per share 2/576 shares United Telecommunications common stock at $36.375 per share $100 Series E U.S, Savings Bond issued June 1977 $100 Series E u.S. savings Bond issued July 1977 $100 Series E u.S. Savings Bond issued August 1977 $100 Series E U,S. savings Bond issued September 1977 $100 Series E U.S. savings Bond issued October 1977 $100 Series E U.S. Savings Bond issued November 1977 $100 Series E U,S. savings Bond issued December 1977 $100 Series E u.S. savings Bond issued January 1978 $100 Series E U,S. savings Bond issued Februar.y 1978 $100 Series E U.S. savings Bond issued March 1978 $100 Series E U.S. savings Bond issued May 1978 $100 Series E U.S. savings Bond issued April 1978 $100 Series E U.S. savings Bond issued June 1978 $100 Series E U.S. savings Bond issued July 1978 $100 Series E U.S, savings Bond issued August 1978 $100 Series E u.S. savings Bond issued september 1978 TOTI<L (Also enter on line-2;-Rocapitlll~lti(ln) ~~11'I"ln'11I~"I':U~~~~I'1 FILE NUMBER 21-94-658 VALUE AT OATE OF DEATH 7,146.85 191,495.62 10,189.00 5/531.75 3/987.00 93,702.00 285.74 285.60 277.28 277.28 277.28 254.28 255.00 255.00 247.56 242,80 245.08 242.80 245.72 245.76 240.92 240.92 316/171.24 July 29, 1994 Wayne F. Shade 5 South Hanover Street CarUsio, PA 1701,3 gHARRIS" .. SA\TINGS-IjANK- lI11ni" Sal'ill!:" O)lerllll,,"" C"'lll'l' 0:15 North IZth Street I.uIl1OYlle, 1'<lIlIl!lylvlllIlll I '/04:t '/I'/J7:lI,H40 7171'l:1l.0859 JInx 'rho infort.lation which you reqllootorl on tho l\CCoullt(O) of Immel Estate (Zor.inl S.n~uri ty Humber 250-40-9053 Mildred B. ) is as Collown. Account !Iumber( II) , OlliS/! of Account Dll.te Opened Principal Balance Acol'\led Interoot Balllno eat Date of Death Aooount Ownerohip liD me oj' Joint Owner, if any Dl\te Ownnrship Wile Estnblinhod ^dditlonnl Infor- mation Ill'q\lnnted 17-16-004862 19-58-220295 ---- 2~ Yr. Cart. 18 Mthe. Cert. 7-5-85 7-16-92 $10,000.00 $10,000.00 15.45 11.70 10,015.45 10,011.70 Individual Individual 19-61-220328 2 Yr. ce~t. 9-23-92 $30,000.00 44.00 30,044.00 Indiv~dual There ia no record of a safe deposit box. 7-5-85 7-16-92 - 9-23-92 . ' .' ,- . .' " PAGE 3 " IIALLWAY " Desk/chair 1 I, Kneehole $100.00 " Mirror ' I, 20.00 , Lamp .. 10.00 Butter Bowl 15.00 " ,Grandfather Clook -Antique mahogany , 1750.00 " - , " LIVING RQ.Q.M Spinet Piano - Cable-Nelson ,450.00 'I., Clook, Mantle 35.00 Print, Gerald Putt ' 85.00 Garden Books 10.00 Sofa/Chair 150.00 'I Platform rooker 30.00 2 Lamp tables ' 30.00 ,Pair Lamps , 25.00 Upholstered Chair/Ottoman 30'.00 Lamp table/Coffee Table 80.00 ' , Magazine Raok' 5.00 Laclder baok Chair ,40.00 T.V. Zenith 100.00 Contempory 10,00 ,," " Deooys- Grandmothers olook- Modern 200'.00 " BEDROOM \'1 'Cherry Bedroom Suite - 4 Po. 300,'00 2 Walnut Frames 40.00 Kniok Knaoks 10;00 " Miso; household , I ,15" 0,0 Cedar Chesr. I 10,0.00 , Twig Chair 15.00 Blankets /Ouil ts 1 75.00 Pair Lamps " , , 6.,00 ..'" , !1 " 'I ','/' j'" .f" " ,I " .""" ji " " " ' , ',,, I:. ,', " " 1 , I' '" 'd If " ' , , " , , " " ,. ..,1, 'j, I' " " I, I, " " ,I' j j "j, " , I, . ...".,,'.1'( ,i,l '" PAGE 5, , BASE~ CONTINUED, Books Skillet Xmns/EasterDecorations Games \qheelbarrow STORAGE lli2Q.M Milk Can Jars M~sc., Household Skillets Kitohen Items Apple peeler Pictures WORK SHOP Table SaW , ,Shop vac Grinder Skil Saw Drill Misc. Tools Radio Fishing Gear .'1 ," i ", , , " , .", i', I. , , " . ;, ...,.1"", I. .._...., .......,.,....,.., ''''''._'.,........,......... ,";'" . ,.. ,,' .' , , il. " , " ,,' , , I $ 10. 0'0, 10.00 15.00 10.00 ,10.00 ,.,.."'. ,.:.\,.,. 10.00 ;' I' 8.00 10.00 " ,,1'2.00 4'.00 20.00 10.00 "I: Ii " , 'TOTAL' " d.,' I., , , ill" '" I, " " " 45.00 6.00 15.00 6.00 3.00 12.00 1.00 20.00 $6,713.00, , ~~~ ,William a.Rowe I , " I,' ,,' \ " , , 1.' I"~ MIIV,llllll!S+ IH'/I ('(IMM(lNWI~I.TlII!1' l'IlNNSVI.VANIA INIIIIMIIANI'1I lAX MIITlIMN MI"IIlIINT 1l1!1'IIIII1NT SCHEDULE G TRlINSFERS - - FSTATE OF Mildred D. Imme 1 FILE NUMBER 21-94-658 ITEM DESCRIPTION OF PROPERTY NUMBER hwhul, 1I1111\l' U( Ihl' 11llllfl'IH', Ull'lr f\'1.111111HhlflI1l dC1,'I'II~nl. 11.111' tlf lI~lId(f. DECO. EXCI,US!.ON TOTAL VALUE % OF ASSET INT. DOLLAR VALUE OF OF DECEDENT'S INTEREST 1. Conerstone FCU, CD #12346-13 transferred into joint names with Sharon Safstrom daughter of Decedent, on March 4, 1994 3,000.00 '11,198.75 Harris savings Bank, CD #19-58-233309/ transferred into joint names with Donna List, daughter of Decedent, on May 31, 1994 2. 3/000.00 12,020.49 3. Mellon Bank, CD #0-B22742C transferred into joint names with Sharon Safstrom daughter of Decedent, on May 31, 1994 None 15,026.85 100% 8,198.75 . 100% 9,020.49 100% 5,026.85 , " " , , , , " , , " , " . . , , , " , , . , , , , ~OTAL (AlSO enter on line 7/ Reoapitulat on) , . (lIll1ll1l' 'l~l'\' " 11\'\'lkd 111'\'11 111111111(111,,1 ~h\'I'h tll '''1111' ~1h'1 32/246.09 HIIVI.\IIILH (7,KK) <<'(JM~HINWI1^I.TIt qF 1'llNNSrl,V^'NI^ INIIIIHIT^NI'II'I'^X HIITIIHN Im"iII)liNT IIJ!('I\UI!NT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES - ESTATE OF Mildred B. Immel ITEM NUMBE DESCRI p'rION ~ 1. Funer~Bxpanaea) Hoffman-Roth Funeral Home 2 . Shull-Koontz Cemetery Memorials, engraving 3, B. First United Church of Christ, funeral reception Administrative CootS) Personal Representative Commissions Social security Number of Personal Repreaentativel Year Commieaions paid 1. 2, Attorney Fees to Wayne F, Shade, Eequire 3, Family Exemption Claimant Addrese of Claimant Street Addrees City St.ate Zip Code Relationship at decedent's death 4, Probate Feos C, Miscellaneous Expensesl 1. Mountz Jewelers, appraisal fee 2. Donald H. Walker, landscaping services 3. United Telephone, telephone service 4. PP&L, electric service 5. Borough of CarliSle, utility services 6. J.P. Mascaro & Sons, refuse removal 7. Fidelity and Guaranty Insurance Underwriters, Inc., homeowners insurance premium 8. Linden Hall Antiques, appraisal of personal items in residence 9. George L. Ebener & Associates, real estate apprisal 10. PP&L, electric service 11. Robin K. Sollenberger, real estate taxes 12. Donald H. Walker, landscaping services 13. Cumberland Law Journal, advertise Letters Testamentary 14. Carlisle Suburban Authority, sewer services 15, Borough of Carlisle, water services 16. United Telephone, telephone service 17, Bidelspach Motors, automobile appraisal 18, PP&L, electric service 19. U.S. Post Office, registered mail for stock transfer 20. Borough of Carlisle, water services 21. Donald H. Walker, lawn care 22. United Telephone, telephone service (Continued on following page) TOTAL (Also entel' rm l.I.ne 9, Recapitulatlon) (Trm\1l( ~I';l'" I' n.','lr,:;r lIIH'll nihhUnn:11 ,h.'d' ~lW ~1h'1 FI LE NUMBER 21-94-658 - AMOUNT 5,689.00 65.00 94.12 16/.750.00 475,00 132.50 461.10 118,53 368,29 19.41 35.62 239.00 85.00 175.00 183.00 1,476.83 106.00 40.00 67.50 6.43 39.51 25.00 183.00 70.36 6.30 127,20 20,39 28,374.57 "I " SCHEDULE H (ccntinued) 23. The sentinel, advertise Letters Testamentary 24. PP&L, eleotrio servioe 25. Borough of carlisle, water ~ervioes 26. Donald H. Walker, lawn care 27. United Telephone, telephone servioe 28. PP&L, electric service 29. united Telephone, telephone service 30. Carlisle Suburban Author! ty, sewer service 31. united Telephone, telephone service 32. Borough of Carlisle, water services 33. United Telephone, telephone service 34. Borough of carlisle, water services 35. J.C. Ehrlich Co., Inc., pest treatment 36. Donald H. Walker, snow removal 37. Register of Wills, filing Inheritance Tax return 38. Register of Wills, reserve for filing Account, etc. " " " " " ,I I .. \' I, I, , ", I , I' ,-, I \, I , ,I' ',j , , I' ", ' " I' I, ,I ,I I I' I,' " , I , ',., " , I" ;' , 1\ I, " , " ,".j' I , ,'" , 58,,76 181.80 6.30 74.,20 20,06 180,52 20,39 67/,50 20.3\l 234.27 20.39 6.30 169.60 40.00 15.00 200.00 " I ,', " ,<I: ' , " I, Ii " , " " , " " , 1 I, kliVIJI1ILX + (I'V,\) ('OMMOtlWI~I.Tlt 01' I'IINtlSI'I.VANIA INllllkITANl'lI TAX kllTllkN kIL~IIIIiNT IIliClIIll!N1' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LI~BILITIES AND LIENS ESTATE OF M~ldred B. Immel -ITEM NUMBER DESCRIPTION 1. Mellon Bank, Check No. 2587 2. Mellon Bank, Check No. 2588 3. Mellon Bank, Check No. 2582 4. National RX Services, Inc. 5. First United Church of Christ, unpaid pledge 6. Darlene L. Moyer, 1994 school per oapita tax 'I " 'I I, ,., .' , ."" ", " 'I ." I, I' ", II ," .' .' " " TOTAL (A sOElnter on line 10/ Recapitu at on) . (Trnwl~ '1'lIel' h n<clkd Ilurn luhhUnunl .h\'~I' (If '<\l11e till') " FILE N\lMBER 21-94-658 I\MOUN'r 35.00 25.00 25.00 ,5.00 660.00 9.90 " , ' " ,I " " \1 'i, 1 . HILL 01' MILlJlll1ll n. lt~Mi\1. I, ~Iildrod Il. Immel, of 921 lIamilton Stl'eet, Carlisle, Cumberland County ,Pennsylvania, mako this my Wi,l1 and revoke any wills or codicils to wills heretofore made by mo. 1. I gi vo Ono Thousand ($1,000.00) dollars to each of "IY grandchildren, including those adoptod by my children. The receipt of n parent nf' any Ruch grandchild shall be a sufficient releaso of my exocutor', 2. I give my antique grandfathers clock to John Patrick Safstl'om, my oldol1t gr'andson. The l'ecoipt of his parent shall be a sufficient reloase of my executor. . 3. I give my household goodS and personal belongings including jewolry, to my dnughters, Shar'on Louise Safstrom and Donna Eileen List if both survive me; otherwise I give the same to the daughtor sUl'viving me. 4. I give, the remainder of my estate to my daughters, Sharon Lcuise Safstrom and Donna Eileen List, If Dither of them have predeceasod me, I givo ono-half of the s~are of the decedent to the other daughter and the other one-half thereof to my grandchildren, If nerthel' of them survive me, I give said remainder to my grandchildren in aqual shares. 5. I direct that any unpaid pledge of mine to First United Church of Christ of Carlisle, Pennsylvania be paid by my ex~cutors as an experise of the administration of my estate. 6. I appoint the surViving parents or parent of a gl'andchild under twenty-one years of age trustee of any property with respect to which property I am authorized to appoint a trustee and have not ot.horwise doce. so going to said grandchild. Such trustee shall have the power to use principal as well as income from time to time for the beneficiary's support and education, inclUding college education (both graduate and undergraduate) without regal'd to his or her pal'ent' s ability to provide for such support and education, and, to make payment for these purposes, without fUl'ther responsibility to the benefiCiary, or to any person taking care of the beneficiary. My trustee shall have the aame powers that I could exercise in connection therewith if 1 ~IOI'e living, including but not limited to those Det forth in this pal'agraph. 7. 1 dil'ect that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid by my personal repreaentative as an ~~dL~~ Mildrnd n. Immel Pago 1 n r ;> I: i/; expense of the Hdmini6tration of my oatuto. , ~ , I ~. ;, "i,) I " i~ " 1'1' f /, I' I I I l 8. I appoint my aforesaid daughtors 'oXocutrixes to sottlo my estate. ~f neithor of them survivo mo I Uppoint Commonw~alth. National Bank (Carlislo Branch) executor to sot tIe my estate. My executors shnll serVe Without the necessity of filing bond, and I request that tho sorvices of Marion R. Lower, Attorney at Lal', ot' Car.lisle, Pennsylvania be usod in I'ottling my estate. );;).(2 <? . ~ 19&"t - ~hp~~~-f~AL) Mildred B. Immel Signed, ,published, and declared by Mildred B. Immel, the within testatrix, as her last will, in our presence, who, at her request, in her presence and in our presence, have signed as witnesses thereto. ~l~~~ -- 'I; ", ,I' I' I' ;' I", , I, j ." ,I, " ,'I I. " "1 /, l, ' /' /, , 'I '. ," /, " . I j,! I "Palje 2 of 2 ' I' ", (.- ,~'" 1..- (/ , N ,),) S,. /1 r.V-1S47 EX AFP (12-94* COMMONWEAl TII OF PEhNS'1'lVAHfA DEPARlMtNT Of REVENUE BUREAU Of INDIVIDUAl lA~ES OEPl, 280601 . IlARAISBURO, PA 11128'0601 EsTATrof iMMEr=== PATE OF DEATH 07-13-94 ~ 01-/ ACN 101 NOTICE OF INHERITANCE TAM APPRAISEHENT/ ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAM if~='~='--- FILE - NO. ' COUNTY DATI! 06-26-95 21 'l4-06S'S CUMBERLAND = NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT / SUBHIT TItE UPPER PORTION OF THIS FDRH WITH VDUR TAM PAVHEHT TO THE REDXSTER Dr WILLS, HAKE CItECK PAVABLE TO "REOISTER OF WILLS / AGENT" REMIT PAYMENT TOl WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUMBER~~ CO COURT HOUSE CARLISH;'PA ,)'7013" TI . 'I: ,I', f~-A",o~t RI~od CUT ALONO THIS LINE .... RETAIN LOWER PORTION FOR YOUR RF.CORDS ~ REV: i ill;' - EX -AF ji"f i '2"-94 T "NolIe r "oF" YNHEii i f AifcE " TAX" 'iiPPRA- i ii Ei.fENr; -A i. l"riwAiic ii" ijri --"" ---"""."" -""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ' - , ESTATE OF IMMEL MILDRED P FILE NO. 21 94-0658 ACN)-,101 DATE 06-26-95 If an assessment was issued previously, lines 14, 15 and/or lb, 17 and 18 will reflect figures that include the total of ahh returns assBssed to date. ASSESSMENT OF TAXI 15, A"ount of L1nl 14 .t Spounl roto 115) 1.. A_ount of Llno 14 toxoblo ot Llnool/C1III A roto 116) 17. A_ount of Llno 14 toxoblo ot Collotorol/Clll1 B roto (17) 18. Prlnolpol Tlx Duo TAX CREDITS I PAVHENT DATE -09-30-94 04-11-95 TAM RETURN WAS I (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rlol Eltoto ISohadulo A) (1) 2, Stookl ond Bondi (Sohldulo B) (2) 3, Clololy Hold Stook/Portnlrlhlp Intorut ISoh.dulo C I (3) 4. Horta_aos/Notll Rooolvlblo ISohodulo 01 141 5, COlh/Bonk DlPOllts/Hllo. Poroonll Proplrty (Sohodulo EI 151 6, Jointly OWnld Proporty (Sohodulo F) 1.1 7, Trlnlfors ISohodul. 0) 171. 8, Totol Alllb APPROVED DEDUCTIONS AND EXEMPTIONS' 9, Fonorol Expsnlol/Ad". COltl/HIIO, Exp.nlol ISohodulo HI (9) 10, Dobb/Hodaogo L1obilltl../Llonl ISohoduh II 110) 11. Totol Doduotlons 12. Not Voluo of Tox Roturn 13, Choritoblo/Dovorn"ontol Boquolts (Sohodulo J) 14, Not Voluo of Eltoto Sobjoot to Tox NOTE I RECEIPT NUHBER MM913017 AA023025 DISCOUNT (+ 1 INTEREST (-) 1/842.11 ,00 1 r.ItANGED 121 ,000.00 316,171.24 .00 ,00 251 ,085,12 ,DO 32.246.09 181 720/502,45 28/371,,57 759,90 III ) 1121 1131 114 I ?9.] 34,47 691/367.98 ,00 691,367,98 ,00M,03. 691.367,98 M ,06. , 00 M ' 1 5. 1181 ,00 41.482.08 ,00 41, 482,08 AHOUNT PAIP 3-5/000,00 4/639,97 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL llUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, 41/482.08 ,00 .00 .00 ( IF TOTAL DUE IS LESS THAN .1/ NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I HILL 01' 11l1.IlHEIl II. HIMEl. I, ~lildrod n. Immel, of 921 Ilallli)oton Stl'eot, Carlislo, Cumllerland County, Pennsyl vania, ilia I< 0 this my W1.11 !lnd revoke !lny wills or codicils to wills heretoforo made lly lIIe. 1. I give Ono Thousand ($1,000.00) dollars to each of my grandchildren, including thosa adoptod lly my children. The receipt of a parent of any such grandchild shall lie a sufficient release of my execut.or. 2. I give my antique grandfathers clock Safstrom, my oldest grandson. The receipt of a sufficient release of my executor. to John Pa trick his parent shall be , 3. I give my household goods and personal llelongings including jewelry, to my daughters, Sharon Louis~ Safstrom and Donna Eileen List if both survive mel otherwise I give the same to the daughter surviving me. 4. I givc the rcmainder of my estate to my daughters, Sharon Lcuise Safstrom and Donna Eileen List. If either of them have predeceased me, I give one-half of the share of the decedent to the other daughter and the other one-half thereof to my grandchildren. If neither of them survive me, I give said remainder to my grandchildren in equal shares. 5. I direct th8t any unpaid pledge of mine to First United Church of Christ of Carlisle, Pennsylvania be paid by my executors as an expense of the administration of my estate. 6. I appoint the surviving parents or parent of a grandchild under twenty-one years of age trustee of any property with respect to which property I am authorized to appoint a trustee and have not otherwise do~e so going to said grandChild. Such trustee shall have the power to use principal as well as income from time to time for the beneficiary's support and education, including college education (lloth graduate and undergraduate) without regard to his or lier parent I s ability to provide for such support and education, and, to make payment for these purposes, without further responsillility to the beneficiary, or to any person t.aking care of the lleneficiary. My trustee shall have the same powers that I could exercise in connection therewith if I were living, including llut not limited to those set forth in this paragraph. 7. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and lly whatever jurisdiction imposed, shall lie paid lly my personal representative as an ,I IJ -I ~~-~. Mildred B. Immel Paga lor ? " " 'I , ' " " /.' ' , " , " , 'f''' 1:(1) In " If) ,', I If' ,-; ',', t'1 -\ 'l;.' "~a, ,f,tn.. " , , " ",.,. I' ,.,\' ~ , ~ ; : " , ,f- I, 1,-'; , ' I ( "1',-" ,Cl.... 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" ',' I ,i. . cz . .' , IN REI ,I MILDRED B. IMMEL, Deceased, Late cf the Borough of Carlisle, I Clumberland County, Pennsylvania: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNT~, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-94-658 FIRST AND FINAL ACCOUNT OF SHARON LOUISE SAFSTROM, EXECUTRIX Date of Death: July 13, 1994 Letters Testamentary Granted: August 1, 1994 First Complete Advertisement of Grant of Letters: October 14, 1994 Roll 4, Batch 38 Account Stated tc November 22, 1995 PRINCIPAL RECEIPTS 7/13/94 1988 Pontiac Bonneville 7/13/94 1 Gent's ring 7/13/94 1 lady's ring 7/13/94 1 diamond pendant 7/13/94 1 pendant pin 7/13/94 1 diamond band 7/13/94 1 diamond engagement ring 7/13/94 1 diamond band 7/13/94 Gold piece 7/13/94 Antique Grandfather's clock 7/13/94 Cornerstone FCU, Share savings Account No. 12346018 7/13/94 Cornerstone FCU, CD Share 10 7/13/94 Cornerstone FCU, CD Share 11 7/13/94 Cornerstone FCU, CD Share 12 WAYNB F, SUADB 7/13/94 Cornerstone FCU, CD Share 14 AIlDnlOy at Law 53 Weal PcmfRl _I C<tllalo, P""llyIvIllLt 17013 $ 2,875.00 25.00 25.00 80.00 65.00 70.00 225.00 750.00 5.00 1,750.00 1,001.81 15,000.00 20,626.66 20,961.51 20,000.00 W^YNIl P. SHMlB ^lIOnle)' 01 La... 53 Wut P""m _ c.uUa~, ......ylv..~ 11013 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 7/13/94 Cornerstone FCU, CD Share 15 Harris Savings Bank, CD #17-16-004862 Harris savings Bank, CD #19-58-220295 Harris savings Bank, CD #19-61-220328 Harris savings Bank, CD #19-66-233208 929.369 shares of Federated Services Co., Fund for U.S. Govt Securities at $7.69 per share 7,473 shares of Dauphin Deposit Corp. common stock at $25.625 per share 184 shares common stock of Bell Atlantio Corporation at $55.375 per share 218 shares common stock of General Public utilities at $25.375 per share 72 shares common stock of American Telephone and Telegraph company at $55.375 per share 2,576 shares united Telecommunications common stock at $36.375 per shar.e Mellon Bank, Checking Account #192-502-2939 Mellon Bank, CD #19-A20970-C Mellon Bank, CD #19-A49673-C $100 Series E u.S. Savings Bond issued June 1977 $100 Series E U.S. Savings Bond issued July 1977 $100 Series E u.S. Savings Bond issued August 1977 $100 Series E u.S. savings Bond issued September 1977 $100 Series E u.S. savings Bond issued October 1977 $100 Series E u.S. Savings Bond issued November 1977 -2- 10,000.00 10,000.00 10,000.00 30,000.00 20,000.00 7,146.85 191,495.62 10,189.00 5,531.75 3,987.00 93,702.00 30,073.81 15,000.00 20,000.00 285.74 285.60 277.28 277.28 277.28 254.28 WAYN1I F, SIlAOn Atlonley'tu'N '3 WMI PomIrfI Stt<<1 CaIIlolo, P,,'"y\v,,~ 11013 7/13/94 $100 Series E U.S. Savings Bond issued December 1977 255.00 7/13/94 $100 Series E U.S. savings Bond issued January 1978 255.00 7/13/94 $100 Series E U.s. Savings Bond issued February 1978 247.56 7/13/94 $100 Series E u.s. savings Bond issued March 1978 242.80 7/13/94 $100 Series E u.s. Savings Bond issued / May 1978 245.08 7/13/94 $100 Series E U.S. Savings Bond issued April 1978 242.80 7/13/94 $100 Series E U.S. savings Bond issued June 1978 245.72 7/13/94 $100 Series E U.S. Savings Bond issued July 1978 245.76 7/13/94 $100 Series E U.S. Savings Bond issued August 1978 240.92 7/13/94 $100 Series E U.S. Savings Bond issued September 1978 240.92 8/30/94 Fidelity and Guaranty Insurance underwriters, Inc., snow damage reimbursement 5,673.21 9/21/94 The Prudential Insurance Company/ AARP hospi~al insurance 840.00 9/21/94 The Hearst Corporation, Good Housekeeping magazine refund 8.98 10/10/94 Meredith corporation, Ladies Home Journal magazine refund 21.17 10/24/94 Pennsylvania National Mutual Casualty Insurance Company, automobile insurance refund 50.00 2/11/95 Roger A. Immell, II, deposit 100.00 3/ 7/95 Ann E. Safstrom, small freezer 50.00 4/18/95 4/18/95 Rowe's Auction, proceeds of public sale 5,054.00 78.00 Sharon L. Safstrom, purchases at public sale -3- 9/12/94 9/15/94 9/21/94 9/26/94 9/30/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 10/11/94 10/12/94 10/20/94 10/20/94 10/20/94 10/25/94 11/ 7/94 11/10/94 11/14/94 11/30/94 WAYNB P. SHADB 11/30/94 AlllltIey II Law "WlOI PomIlOI _ Carl/J1o, Pcooqlvll\~ 11/30/94 17013 .~ ... ,.~... ..' -" .... . Linden Hall Antiques, appraisal of personal items in re.&idence George L. Ebener & Associates, real estate appraisal PP&L, electric service Robin K. Sollenberger, real estate taxes Register of wills, estimated Inheritance Tax Donald H. Walker, lawn care Cumberland Law Journal, advertise Letters Testamentary First united Church of Christ, unpaid pledge Carlisle Suburban Authority, sewer service Borough of carlisle, water service United Telephone, telephone service First United Church of christ, funeral reception Bidelspach Motors, appraisal of 1938 Pontiac Bonneville Register of wills, Short Certificates PP&L, , electric service U.S. Post office, registered mail for stock transfers Borough of Carlisle, water service Donald H. Walker, lawn care United Telephone, telephone service The Sentinel, advertising Letters Testamentary PP&L, electric service Darlene L. Moyer, 1994 school per oapita tax Borough of Carlisle, water service -5- 85.00 175.00 183.00 1,476.83 35,000.00 106.00 40.00 660.00 67.50 6.43 39.51 94.12 25.00 15.00 183.00 70.36 6.30 127.20 20.39 58.76 181.80 9.90 6.30 WAY'Nll F. SHADD AikInIO)' lilt.. " WeoI Pomfrol _ CarIlaIo, Pawy!VI,Il. 17013 12/ 1/94 12/ 1/94 12/29/94 1/11/95 1/11/95 2/15/95 2/16/95 3/ 1/95 3/ 1/95 3/ 3/95 3/ 8/95 3/27/95 3/27/95 4/ 5/95 4/10/95 4/10/95 4/10/95 4/10/95 4/11/95 4/17/95 4/19/95 4/27/95 4/28/95 4/28/95 Donald H. Walker, lawn care united Telephone, telephone service PP&L, electric service united Telephone, telephone service Carlisle Suburban Authority, sewer servioe United Telephone, telephone service Borough of Carlisle, water servioe United Telephone, telephone service Borough of Carlisle, water servioe J.C. Ehrlioh co./ Ino., pest treatment Donald H. Walker, snow removal PP&L, electric service Borough of Carlisle, water servioe United Telephone, telephone service Internal Revenue Servioe, feder.al estate tax Register of wills, inheritance tax Register of wills, file inheritance tax return Carlisle Suburban Authority, sewer service Donald H. Walker, lawn care Roger A. Immell, II, refund deposit Robin K. Sollenberger, 1995 County Real Estate Taxes Jay Gayman, refuse removal PP&L, electric service Borough of Carlisle, water service 5/ 3/95 Donald H. Walker, lawn care 5/ 9/95 Lois Miller, cleaning -6- 74.20 20.06 180.5:l 20.39 67.50 20.39 234.27 20.39 6.30 169.60 40.00 119.64 6.30 20.39 20,046.50 4,639.97 15.00 251.75 50.00 100.00 378.53 " 200.00 152.71 6.30 79.50 150.00 5/30/95 PP&L, electrio service 5/30/95 Borol1gh of carlisle, water aervioe 6/ 5/95 Donald H. Walker, lawn care 6/22/95 PP&L, electric servioe 7/11/95 Borough of carlisle, water servioe 7/11/95 Carlisle Suburban Authority, sewer servioe 7/11/95 Donald H. Walker, lawn care 7/26/95 Donald H. Walker, lawn care 7/28/95 Recorder of Deeds, record Power of Attorney 7/28/95 Mr. & Mrs. Richard P. clay, personal services 11/22/95 Wayne F. Shade, attorney fees 11/22/95 Register of Wills, reserve for filing fees TOTAL PRINCIPAL DISBURSEMENTS 10/ 3/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 10/ 7/94 DISTRIBUTIONS .151.86 6.30 132.50 87.82 6.30 67.50 106.00 106.00 12.00 1,000.00 1~,750.00 .il00.00 $ 91,897.34 Sharon L. Safstrom, 1988 Pontiao Bonneville $ 2,875.00 Sharon L. Safstrom 3,000.00 Donna E. List 2,000.00 Donna E. List for William R. List :1.,000.00 Donna E. List for Matth~w List 1,000.00 Sharon L. Safstrom for Andrea Safstrom 1,000.00 Sharon L. Safstrom for Rebecca Safstrom 1,000.00 Sharon L. Safstrom for John Safstrom 1,000.00 10/24/94 Sharon L. Safstrom, 1,288 shares common stock of united Telecommunications, Inc. 10/24/94 Donna E. List, 1,288 shares common stock of United Teleoommunioations, Ino. WAYNB F. SHADn AtIorooyltLaw 10/25/94 II w.... PanI~ SItt<l CatIb~, """"lvlllll nOIl Sharon L. Safotrom, 92 shares common stock of Bell Atlantic Corporation -7- 46,851.00 46,851. 00 5,094.50 10/25/94 Donna E. List, 92 shares common stock of Bell Atlantic corporation 10/28/94 Sharon L. Safstrom, 3,737 shares common stock of Dauphin Deposit Corporation Donna E. List, 3,736 shares common stock of Dauphin Deposit Corporation 10/28/94 Sharon L. Safstrom, 36 shares common stock of American Telephone and Telegraph Company 10/28/94 10/28/94 Donna E. List, 36 shares common stock of American Tel.ephone and Telegraph company 11/17/94 Sharon L. Safstrom, 109 shares common stock of General Public utilities 11/17/94 Donna E. List, 109 shares common stock of General Public utilities 4/15/95 Sharon L. Safstrom, contents of the home in kind 4/15/95 Sharon L. Safatrom, jewelry in kind 4/15/95 Donna E. List, contents of the home in kind 4/15/95 Donna E. List, jewelry in kind 4/15/95 John P. Safstrom, antique Grandfather's clock 5,094.50 95,760.62 95,735.00 1,993.50 1,993.50 2,765.88 2,765.87 1. 00 620.00 1.00 620.00 1,750.00 4/17/95 Sharon L. Safstrom for Rebecca Safstrom 200.00 4/18/95 Sharon L. Safstrom, purchases at pUblic sale 78.00 4/18/95 Donna E. List, purchases at pUblic sale 198.00 7/28/95 Sharon L. Safstrom 65,000.00 7/28/95 Donna E. List 65,000.00 8/ 7/95 Sharon L. Safstrom 10/000.00 8/ 7/95 Donna E. List 10,000.00 11/22/95 Sharon L. Safstrom, gold piece 5.00 W^YNDF,SII^DB 11/22/95 Donna E. List, equalize distributions ^llOnlel' II La.. 51 WCII PomIRI SItU. Ct.rlld., Pnuuylvlllu TOTAL DISTRIBUTIONS 11011 -8- 18.190.74 $489/444.11 I ~-"'"'-- -.,~."'I' ....... ."'... INCOME RECEIPTS 7/15/94 Dauphin Deposit, stock dividend direct deposit to Mellon Bank checking account 7/29/94 7/31/94 7/31/94 "'/31/94 7/31/94 8/ 1/94 8/ 1/94 8/ 1/94 8/24/94 8/31/94 8/31/94 8/31/94 8/31/':14 9/ 6/94 9/ 7/94 9/27/94 9/29/94 9/30/94 10/ 7/94 10/26/94 PUblic School Employes' Retirement system, pension direct deposit to Mellon Bank checking account Harris Savings Bank, CD #17-16-004862 Harris Savings Bank, CD #2-1966233208 Harris Savings Bank, CD #2-1958220295 Harris Savings Bank, CD #2-1961220328 Sprint Master Trust, pension direct deposit to Mellon Bank checking account AT&'l' , dividend Bell Atlantic, dividend Mellon Bank, checking account interest Harris SaVings Bank, CD #17-16-004862 Harris Savings Bank, CD #2-1966233208 Harris Savings Bank, CD #2-1958220295 Harris Savings Bank, CD #2-1961220328 , Federated Services co., Fund for U.S. Govt Securi ties General PUblic utilities, dividend Harris Savings Bank, CD #19-61-220328 Farmers Trust Company, CD #1-107093-C Sprint Corporation, dividend Mellon Bank, interest on checking account Dauphin Deposit, dividend WA\1IB F, SHADB 11/ 1/94 AT&T, dividend A......, ""',, 53WOIIPomIRlSlteet 11/ 1/94 Bell Atlantic, dividend CotUaIo, I'ooluylvlllla 17013 -9- $ 1,718.79 626.92 39.92 101. 92 30.24 110.00 451. 22 23.76 126.96 326.74 39.92 101.92 30.24 110.00 122.70 98.10 98.24 10.55 644.00 21.78 1,718.79 23.76 126.96 . . W^YNll F, SH^Dll ^lklmel' at Law '3 Weal PomIrtI 81m, CItUa~, Pemaylvanlt 17013 . I --'. ..., ,- ~~,~ ...... ......" ~ IN REI MILDRED B. IMMEL, Deoeased, Late of the Borough of Car.lisle, I Cumberland County, Pennsylvania: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-94-658 RELEASE KNOW ALL MEN BY THESE PRESENTS, That I, DONNA E, LIST, being one of the heirs of Mildred B. Immel, Deceased, late of the Borough of carlisle, Cumberland county, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Sharon Louise Safstrom, Executrix of the Estate of the said Mildred B. Immel, tha sum of $52,388.10 in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-law and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Sharon Louise Safstrom, Executrix of said Estate, her heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ day of February, 1996. WITNESS: -4td ~ ~ ~(-,LJ J ~k Donna E. L st (SEAL) I verifY that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. S4904, relating to unsworn falsification to authorities. Date: February /I , 1996 '~J~^^~ ~J L: 1l Donl1l\ E. List " '