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 $100/000.00
situated as followsl 921 Hamilton Street, Carlisle/ Penneylvania
WHEREFORE/ petitioner reepectfully requests the probate of the laet will
presented herewith and the grant of letters testamentary thereon.
(leltamentuy; Iltlmlnhlrlllon c,I.A.; Atlll1inl'IUlioll u,h,n.c,l.~.1
si9nature and Reside~ce of Petitioner
~th ~~ ~~kl';-
Saran Lou se Safstt'
557 Lakewood Circle
Waehington, Weet Virginia 26181
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the
foregoing petition are true and correct to the beet of the knowledge and
belief of petitioner and that ae personal repreeentative of the above decedent
petitioner will well and truly administer the estate :cc~rdin~ to law.
Sworn to or af firmed pnct. subscr ibed ,,/1/ '.Vl\. rilJlU.__ ~1:vk-
before me thie 14T~ ,day Of~ ~n~u~ safstro~
July, 1994 'gJl1& '
MAR ster' (J
1,1\
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COMMONWUlTH Of PINN9VlVAHIA. DIPARTMINT Of HIAlTH' VITAL RICORDS
CERTIFICATE OF DEATH
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WILL 01' MI L,/lIlED n. IMMI".
J, Mlldl'ed fl, ]lIIl11el, of 921 "amll ton St l'O(,t, Cal'l L111e,
Cumbel'land County, Pennsylvania, 'lIIako t.ldfl lilY \~jJl and rr,voko any
,wills or codIc.Lls to wills hel'otof'ol'fl mado by mo.
1.' I gJVEl Ono Thousand ($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
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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 -...,
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,
, 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
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INHERITANCE TAX RETUHN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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ALL CORRESPONDENCE
NAMI!
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- --- 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"'~=-='-,- .--,
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(
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.-::
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0
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, ,
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'
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If " ' ,
, " , , "
" ,. ..,1, 'j,
I'
"
"
I,
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" ,
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...".,,'.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 ;>
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expense of the Hdmini6tration of my oatuto.
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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 <? .
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-
~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.
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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
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Mildred B. Immel
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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
" '