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PETITION FOIt PltOIJATE 1IIId GltANT OF LETTEltS
NO.ud!:.~ct'f-:?rf~~~------~--- -
To:
l~""'" oj ~AN9!!LE~SE!,o..J::_______u_
IIIMI klloWIl cIS ----------
I{e~blel of Wills fIll Ihe
....-::_ --.,-..-J 1J"",'II,I,.tl. CIlIIIII)' of _,<::u!'!.~!:,!rl~ In Ihe
SIIdll' Security No. 1" ,,- 3,,-uQ 51 _ Cunlluonweahh uf Penus)'lvanla
The pelhlun uf Ihe undersigned respecll'nll)' replesenls Ihnl:
YOllr pelltluner(s), wholt-:.lare IK )'ears ul' age or oilier nn Ihe eseclIl ors
In Ihe lasl will of Ihe nbove deeedenl, dnted-".\I.lyj]-I
nnd eodlell(s) dated none
named
,R_9L_
(SiDle relevunt clrcm11StuIlCC'. e,g. fCIIUl1\;iullon, death of P:Kei:Ulllr, cle.)
Deeendenl waS domiciled aldeath in Cumberland
h er last ramlly or principal residence at 1700 Market
pennsylvania
(Ihl "reet, numher and lI1undpalilY)
COUlllY, Pennsylvania, with
st.. Camp Hil1.
Deeendeul,lhen 87 yearsorage,dled Auqust 26. ,19 94
at Leader Nursin and Rehabi1itatio Ce er .
Except as follows, deeedenl did nolmarry, was not divorccd and did nOI have a child born or ado pled
afler exeeulion of Ihe will ofrered for probate; was nol the viclim of a killing and was ncver adJudlealed
incompelent: n/ a'
Decendem al dealh owned property with cSlhnated valucs as follows:
(If domiciled In Pa.) All personal properlY
(If nol domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal properlY in County
Value or real estate in Pennsylvania
sltualedasrollows: 1925 Be11evue Road. Harrisburq.
Pennsv1vania
500.000.00
$
$
$
$ 20.000.00
Dauphin Countv.
WHEREFORE, petitioner(s) respectrully. rc~~es~~ I~e Frobate or Ihe last will and codicll(s)
preseated herewhh and Ihe gram or lellers Te a nay
(1~lulIlentar)'; admllll!t.lralioll c.I.a.; lldminbuation d,h.n,c.I.D.)
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John C. Isele
---3413 N. 4th Street
_Iia r rJJ>Qlli:.g. PA 1711 0
-1i. Joseph Hepford'
111 N. Front Street
_Harrisbur_g.,JA 17101
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717 -.2.3\l'76a~
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OATH OI~ PERSONAL RElJRESENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA } lolS
COUNTY OF CUMBERLAND .
The pelilloner(s) above-named swear(s) or arrlnn(s) thai the S1alemenlS in the foregoing petilion arc
true and currect 10 Ihe hesl or the knowledge and beller or pelilloner(s) and Ilml as personal represen-
tallve(s) of the ahove decedenl pelitioner(.) will well and Iruly administer Ihe estale according to luw.
Sworn 10 o,r urrlrmed and SUbscribed~- .i~_!! ~ ~
berore me Ihis ~8TH day or .~' __ ~.
7T,~- _~ifeJ);MBER ^ llJ.~~? - - - -:-(!)-'t''''-~ ~
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_ ' . MARV C. LEWIS /I"Risler -(j------ - ~
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COMMONWEAlHt or I'umSY\.VANI/I.
DfPAnTMENT OF 'I (All.. VITAL IlCallOS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. 2327739
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Name of Decedent ' !.fLLc.-~fL-e..-________k 'rd..-e.--t.--t'"
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Sex :t- Social S~CUrilY No._L1S-: _~_~__(.L':i}.7.._Dale.o~feath&!' t:l.rn
Date of Birth [i' I ~tf-- J 'f b 7 Blrlhplaco_._ Lv;;.'':-CckZ'l.dd_I....-L l-L-' ,/
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RaceJJJ~ '~:::~allon llJJL)aU'~~JL.t.'-Armed For;::;'''(o~e~'~;"~~) ILv
Marllal Status 1M.<L!JJ~ ~~fl~~;~;drcss --I.2t.t!._jLk(.~htJ;j C{L. ~'~''f1.../:.k./!J f!c ---'
Informant ( . (j! #r4-e..[, Funeral Director -~;~~-ti-'ih. '-
Name and ress of /1 11 /~' ./ / --.L II / Jj,f/ l.j. L '\'7'--1-/
Funeral; s bllshment LUillj1MI LL c: :;(.J"_II-..(..g_Zi_IV..:_d-uJ.p_L/llL~ i'.../ r":'
. . : I nterval Bet en
ParI I: Immediate Cause 1 tJ...1 : Onset and Death
(a) _ ~ (}--tv1. :
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Place of Death
(b)
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Part II: Other Significant Condlllons
Manner 01 Death:
Natural 0 Homicide 0
Accident 0 Pending Invesllgallon 0
Suicide 0 Could not be Determined 0
Name and TIUo of Certifier _ ~S.7~&~~
Address..!~J... J- ~ j....L.L{.lJ/ l ~_4L1~,(L-
This Is to certify that the Information here given is correctly copied from an original
dealh duly flied with mo as Local Registrar. The original certificate will be forwarded
Vital Records Office for pormanenl filing.
Describe how Injury occurred:
(M.D.. D.O.. Coroner, M.E.)
certificate of
10 Ihe Slate
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?/10/~2(jaz)
WILL
I, BLANCHE ELIZABETH ISELE, of Harrisburg, Dauphin County,
Pennsylvania, hereby make my Last Will and Testament and revoke all
prior wills by me at anytime heretofore made.
ITEM I. I direct that all my debts and funeral expenses, cost
of administration, and all state and federal inheritance taxes
shall be paid out of the principal of my estate.
ITEM II. I have prepared lists of items of household
furnishings and personal property, which I direct my co-executors
to deliver to the persons named in said lists. The lists are for
my two brothers, JOHN C. ISELE and ROBERT D. ISELE, and other
nieces and nephews.
I may, from time to time, deliver items of personal
property to them during my lifetime, or change the list, and place
said lists with my original will or copies of my will. My personal
representatives shall deliver all said items of personal property
if they are still in my possession at the time of my death.
ITEM III. I give to my niece, BRONWYN I, ALLEMAN, the sum of
FIVE THOUSAND ($5,000.00) DOLLARS, provided she survives me.
ITEM IV. I give to my nephew, DAVID C. ISELE, the sum of FIVE
THOUSAND ($5,000.00) DOLLARS, provided he survives me.
ITEM V. I give to my niece, MARY C. VAUGHEN, the sum of FIVE
THOUSAND ($5,000.00) DOLLARS, provided she survives me.
Page 1 of 4 Pages.
isele.wl
7'/10l':l2 (jaz)
ITEM VI. I give to my nephew, ROBERT D. ISELE, the sum of
FIVE THOUSAND ($5,000.00) DOLLARS, provided he survives me.
ITEM VII. I give the sum of FIVE THOUSAND ($5,000.00) DOLLARS
to the UNITED CHURCH OF CHRIST HOMES in Annville, Pennsylvania, now
known as the LEBANON VALLEY HOME.
ITEM VIII. I give the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to the FOURTH UNITED CHURCH OF CHRIST, located at 16th and
Market streets, Harrisburg, Pennsylvania, IN MEMORY OF my late
parents, John A. Isele and Ida M. Isele.
ITEM IX. I give the sum of TWO THOUSAND ($2,000.00) DOLLARS
to ST. JOHN'S UNITED CHURCH OF CHRIST in Jonestown, Lebanon County,
Pennsylvania, IN MEMORY OF my late parents, John A. Isele and
Ida M. Isele.
ITEM X. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the BETHESDA MISSION, 611 Reily street, Harrisburg, Pennsylvania.
ITEM XI. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the SALVATION ARMY, 1122 Green street, Harrisburg, Pennsylvania.
ITEM XII. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the VOLUNTEERS OF AMERICA, 2100 North 3rd street, Harrisburg,
Pennsylvania.
ITEM XIII. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the TRI-COUNTY ASSOCIATION FOR THE BLIND, 1800 North 3rd Street,
Harrisburg, Pennsylvania.
Page 2 of 4 Pages.
isele.wl ' .
7'/10/<12 (jaz)
ITEM XIV. I give to ROBERT FULLER, 1914 Bellevue Road,
Harrisburg, Pennsylvania 17104, the sum of TWO THOUSAND ($2,000.00)
DOLLARS, provided he survives me.
ITEM XV. I give to SARAH MINELLI, Apartment 520, 215 High
Street, Wilkes-Barre, Pennsylvania 18702, the sum of ONE THOUSAND
($1,000.00) DOLLARS, provided she survives me.
ITEM XVI. I give to LORRAINE LEITER, a resident of
Susquehanna Center, 1909 North Front Street, Harrisburg,
Pennsylvania, the sum of ONE THOUSAND ($1,000.00) DOLLARS, provided
she survives me.
ITEM XVII. I give to THERESA and ANDREW PAPPAS, Route 2,
Box 386-5, Jefferson Court, Bernville, Pennsylvania 19506, the sum
of ONE THOUSAND ($1,000.00) DOLLARS, provided either one survives
me.
ITEM XVIII. I give to ROBERT THOMAS, 1633 Naudain street,
Harrisburg, Pennsylvania, the sum of ONE THOUSAND ($1,000.00)
DOLLARS, provided he survives me.
ITEM XIX. I direct my personal representatives hereinafter
named to convert all the rest, residue, and remainder of my estate
into cash, and I give the same as follows:
A. ONE-HALF (1/2) of the said residue to my brother,
JOHN C. ISELE, per stirpes; and
B. The remaining ONE-HALF (1/2) to my brother,
ROBERT D. ISELE, per stirpes.
Page 3 of 4 Pages.
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7/10/92 (jaz)
ITEM XX. I nominate, constitute, and appoint JOHN C. ISELE
and ROBERT D. ISELE and H. JOSEPH HEPFORD, or the survivor of them,
to be the Co-Executors of my estate. No personal representative
appointed hereunder shall be required to give bond in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will, this
f 1 day of JULY, 1992.
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BLANCHE E. ISELE
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
Testatrix, as and for her Last will, in the presence of us who,
thereupon, at her request, in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses.
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CUMBERLAND
Register of Wills of fOOCtlijmlJll County, Pennsylvania
RENUNCIA TION
ESlale of BLANCHE E. ISELE
21 . 94 - 786
No.
also known as
. Decoasad
The undersigned. Robert D. I se le, Brother
IRelalionship) ICapaclty,
01
lha abova Decedent, hereby renouncels' the righl 10 admlnisler Iha eslale and ,espect'ully requesllsl thaI
Lellers Testamentary
beissuedto John D. Isele and H. Joseph Hepford
Wilness my
hand this 8th day of September . 19 94.
/(d!lr71 tf) ~L
ISlgnaturel .
2500 Easton Street, Temple Hills, MD 20748
IAddressl
IS'gnature'
IAddressl
ISignalurel
IAddress'
Sworn 10 0' aflirmed "t.i:ubscribed
eler me his '8 't,y 01
. 19-1i.
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LJry ublic
My Commission Expires:
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wie L n,;lcl. /IIr.llIIV PLtlio
ti,,,;>I"'II. i'J""p",COUnlY .
Coov1,Io,;s"" E.f' .26.1994
My ~ lion. .,utculod oulsido Iho Olllea lit RnUlllor 01
t..~ 'bu.- Ponrl!.)tiOBa .
I Will, are rnqUlrod In 11011111 nounllU It.! ha nulnll/nd.
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C~RTIFICATION OF NOTIC~ UND~R RUL~ 5.6/al
Name of Decedent I
BLANCH~ ~. IS~L~
Date of Daath I
Auqust 26. 1994
Will No.
Admin. No.
00786-1994
To the Registerl
I certify that notice of beneficial interest raquired by Rule 5.6(a) of the
Orphans' eourt Rules was served o~ 9r. ma~led to the following beneficiaries of
the above-captioned estate on ~~' ~ . 1994 I
Name
Address
John e. Isele
3413 N. 4th street. Hsrrisburq. PA 17110
Robert D. Isele
2500 ~sston street. Temole Hills. MD 20748
Bronwvn I. Alleman
88 Maole Avenue. Warwick. NY ID990
David e. Isele
409 S. Delaware Avenue. TamOR. FL 33606
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except none
Datel
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v Name H. Jos"Dh H.roford & John'le. Isele.
Address III North Front street
Hsrrisburq. PA 17101
Telephone .L1.!1.1 n234-4121
capacity.
x
Personal Representative
counsel for Personal Representative
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lLlLl'IIl,S1 711.2."\4..1111
Nuvemher IS, 1994
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Mnry C. Lewis, Rl'glsler uf WlIIs
Cumherland Cuunly Cnurlhnuse
S. Halluver Slrec\
Carlisle. PA 17013
RE: Estalc of Blanche E. Isele
File No. 1994.00786
IS~
Dcar Ms. Lewis:
1 enclnse a check in Ihe amnunlnf $lln,nOO.no represenllng Ihe 90.dllY
prc-pllymenlnf Ihe Pennsylvania Inherilance lax 111111 will he due nn Ihe
ahuve.referenced eslale.
Please slamp Ihe enclused cupy uf Ihis leller as filed and relurn il in Ihe
enclused, self.addressed, Slamped cnvelupe.
Thank ynu fnr Yllur 1I11cnliun In Ihis mallcr.
Very Iruly yuurs.
HEPFORD, SWARTZ & MORGAN
~' ~p'N~J~~~. (. ~~, \~
SICJ,h,lIlle L. Galley, Legal Assislanl
III ames G. Mnrgan, Jr.
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Enclusures
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RECEIVED FROM,
a
ACN
ASSESSMENT
CONTROL
NUMBER
III
AMOUNT
MORGAN JAMES 13 JIl
111 N FRONT 5T
POBOX BB9
HARRISBURG PA 1710B
101
H30,OOO.OO
ESTATE INFORMATION,
E1 FI MB R
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II A
mOM
21-1994-0786
T l T
SSN 193-32-04:51
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ISELE BLANCH
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REMARKS
JOHN C. ISELE
m TOTAL AMOUNT PAID _teQ. 000.00
CW"
MARY C. LEWIS
REGISTER OF W LLS
SEAL
CHECK II 2B
REGISTER OF WILLS
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CUMBEIlLAND
Register of Wills of :Dli~1n County, Pennsylvania
INVENTORY
ESlato of
BLANCHE E. ISELE
1994-00786
No.
also known as
Data of DoaUl Auqust 26 , 1994
Social Socurity No. 195-32-0451
. Dacoasod
John C. Ise1e and H. Joseph Hepford
fl.llonol Rop'.18nloU\fef.. of Iho ObO\lD estata, dOCIIIIUd, \lolllv thot Iha Itoms .Jlp.aring In Iho lolloWIflU lI1....onlo'V include nil
of Ihe PO, lanai ....11 whOleVD' situ.to and ell 01 Ih. rrull ..lalo In th. Conu1l0nWOallh of Pennsvlvanlo 01 oOld Decedent, Ihol
Ihe valuation placed oppasll. each ilem of .aid Inventory fopresunlllll 'nir voluB 81 01 Iho dale 0' Hut DocodQn".. d881h. and
lhal Decodont ownod no ,ul..lalo oulside 01 Iho Commonweollh of Ptmn.ylvonio exCD,U Ihol which appeal' In 0 mtlnlo'nndum
al Ihe and 01 tllll l"vanlafY. ItN_ VDtlfV Ihal the .,010monI1 mode In this Inventory atft HUD and COHoel, IIWo undcm.land HUH
t.l.. 11810monll hotoln al. mad. .ubj,cl 10 Ih. ,lonGlli.. 01 18 Po. C,S, Soclion 4904 folnllng tu unlwum IflhllhcllllOI1 10
oulhoflli..,
Nnmc 01
A1fornov:
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James G. Morgan,
Jr.
1.0. No.:
06897
AddfUS:
111 N. Front Street, P.O. Box
Harrisburg, PA 17108-0089
Telephone:
(7l7) 234-4121
Ooscriplion
V,11uu
TOTAL INVENTORY - SEE ATTACHED SHEETS
~Q ~
3~ ::0
:OeD
n. roo
p, I ':1,Q
E ~ .' !; ~
f: -
I J,
l . . . '
,,'
~ I, ) -0 ~";.
:uU "J
ps. N tn-a
- -
1"11I111;
$510,300.26
(Atlileh Additional Sheens ., necessary)
-----------
-----------
NOli Thll MCllIllIllndum olll!.llI!,utn 0111511111 tllr CUII1I1lIH.....I',Illh 1l11'1'1...\~hl."1I.1 111,,_ .11 It... 1'11-,,,,,, co, II" I'
Ihft \0''''" 01 eI.ell itelm. bill 111(1. hgu,n, ,II0llhll\l11 hi! ".1111111",111,1111111' 1111~1 ,,1 II,.. ",_""1,,,.
"',I,'
"
INVENTORY
Estate of.
Date of Death.
County.
Blanche E. Isele
August 26, 1994
Cumberland
Cssh.
1
First Federal Savings & Loan Assoc., Money Market
Savings Account 10106127614, Created 10/lB/89
41,090.88
2
First Federal Savings & Loan Assoc., Certificate of
Deposit 10133127613, Created 10/18/89
38,607.58
3
First Federal Savings & Loan Assoc., Accrued
interest on Money Market Savings Account
10106127614
86.35
4
First Federal Savings & Loan Assoc., Accrued
interest on Certificate of Deposit 10133127613
68.81
5
51,215.20
Corestates Bank, Savings Account 164980-49778,
Opened 1/3/90
6
Corestates Bank, Checking Account 16457-4167,
Opened 5/1/80
10,086.20
7
Core states Bank, Certificate 1200072094-3566072,
Opened 6/20/85
9,353.72
8
7,600.17
Corestates Bank, Certificate 1200072094-4756681,
Opsned 11/17/87
9
25,000.00
Core states Bank, Certificate 1200072094-6098959;
Opsned 7/4/91
10
523.78
Corestates Bank, Deposit in transit to checking
account 164980-49778
11
29.08
Corestates Bank, Accrued interest on savings
account 164980-49778
12
238.77
Corestates Bank, Accrued interest on certificate
1200072094-3566072
13
212.10
Core states Bank, Accrued interest on Certificate
1200072094-4756681
14
114.92
Corestates Bank, Accrued interest on Csrtificate
1200072094-6098959
15
25,000.00
OAUCO Federal Credit Union, share account 1317-019
-1-
.'
INVENTORY
Estate of.
Date of Death.
county.
Blanche E. Isele
August 26, 1994
Cumberland
-----------------------------------------------------------------------
29
203.17 shares Nuveen Tax-Exempt Bond Fund, Cusip
#670915545
7,511.19
30
960.4B
46 shares Penn Power & Light, CUSIP No. 709051 10 6
31
4,220.48
121 shares Westvaco Corporation, CUSIP 961548 10 4
Subtotal
12,692.15
Bonds.
32 $10,000 u.s. Savinga Bond, Series EE, Issued 7/1994 5,000.00
33 $10,000 U.S. Savings Bond, Series EE, Issued 7/1994 5,000.00
34 $10,000 U.s. Savings Bond, Series EE, Issued 9/1992 5,000.00
35 $10,000 u.s. Savings Bond, Series EE, Issued 6/1992 5,000.00
36 $10,000 U.S. Savings Bond, Serles EE, Issued 6/1992 5,000.00
37 $10,000 U.S. Savings Bond, Series EE, Issued 6/1991 5,000.00
3B $10,000 U.s. Savings Bond, Series EE, Issued 6/1991 5,000.00
39 $10,000 U.S. Savings Bond, Series EE, Issued 9/1990 5,000.00
40 $10,000 U.s. Savings Bond, Series EE, Issued 9/1990 5,000.00
41 $10,000 U.S. Savings Bond, Series EE, Issusd 2/1993 5,000.00
42 $10,000 U.S. Savings Bond, Series EE, Issued 2/1993 5,000.00
43 $10,000 U.S. Savings Bond, Series EE, Issued 2/1993 5,000.00
44 4 $1000 U.S. Savings Bonds, series H, Issued Dec. 4,000.00
1974
45 2 $500 U.S. Savings Bonds, Series H, Issued Oec. 1,000.00
1974
46 Interest earned on $10,000 U.S. Savings Bond, 340.00
Series EE, Issued 2/1993
47 Interest earned on $10,000 U.S. savings Bond, 340.00
-3-
.
.
INVENTORY
Estate of.
Date of Death.
county.
Blanche E. Isele
August 26, 1994
Cumberland
-----------------------------------------------------------------------
Series EE, Issued 2/1993
4B Interest earned on $10,000 u.s. Savings Bond, 340.00
Series EE, Issued 2/1993
49 Interest earned on $10,000 u.s. Savings Bond, 996.00
Series EE, Issued 9/1990
50 Interest earned on $10,000 U.S. Savings Bond, 996.00
Series EE, Issued 9/1990
51 Interest earned on $10,000 u.S. Savings Bond, 800.00
Series EE, Issued 6/1991
52 Interest earned on $10,000 u.S. Savings Bond, 800.00
Series EE, Issued 6/1991
53 Interest earned on $10,000 u.S. Savings Bond, 528.00
Series EE, Issued 6/1992
54 Interest earned on $10,000 U.S. savings Bond, 528.00
Series EE, Issued 6/1992
55 Interest earned on $10,000 u.S. Savings Bond, 456.00
Series EE, Iesued 9/1992
--------------
Subtotal 71,124.00
Mortgages and Notes Receivable.
56 US Treasury Note 7 7/6 due 7/96 10,302.00
57 US Treasury Note 7 1/4 due 8/96 10,165.00
58 US Treasury Note 7 due 9/96 5,059.00
--------------
Subtotal 25,526.00
Realty.
59
Real estate situate at 1925 Bel1evue Road,
Harrisburg, Dauphin County, Pennsylvania (sale
price)
34,900.00
-4-
.
INVENTORY
Eetate of I
Date of Death.
County.
, '
----------------------------------------------------~------------------
Blanche E.
lIuguet 26,
Cumberland
Ieele
1994
---------------
subtotal
34,900.00
Total Inventory
510'~00.26
'-
"
-5-
c
cOM~e/1:t.~Nr' 'Vi.ff~rl\,'f1J'6rANIA
i[f>~.1afltiUl
IiAARl5 UUQ.f>A l'I28-UMll
1</ -.J. ~ 'I '-1,:)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNty COllf
VI All
NUMnf n
fOR OA1[~ Of DrAW AFl En Ul)lIGl Cli[C~ HERE
IF A !iI'OU5AL 0
POV[fnYCflEOIT 15 CLAIMtD
FILE NUMBER
IlEV-l!llloEll "1l1-9l1
C P AU. CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0 NAME
R N
R D James G. Mor an. Jr.
E E
5 N TELEPHONE NUMBER
T 717 234-4121
1. Roal Eslalo (Schodulo A)
2. Slocks ond Bonds (Schodulo B)
3. Closoly Hold Slock/Pannolshlp Inlolosl (Schodulo C)
4. Mongogos and Notas Recolvablo (Schodulo 0)
5. Cash, Bonk Ooposlls & Mlsccllanoous POfSona! P,oporty
(Schodulo E)
6. Jolnlly Ownod Propolly (Schodulo F)
7. Translor. (Schodulo G) (Schodulo L)
8. Tolal Gross Assots (totallinos 1-7)
9. Funaral E)(ponsos. Admlnlstrativo Costs. Mlscollaneous
Expensos (Schodulo H)
10. Dobis. Mongago Uabllllios. Uon. (Schodulo I)
11. Totol Doduclions (lolollln09 0 & 10)
12. Not Valuo 01 Estalo (IIno 8 minus Iino 11)
13. Charltablo and Govornmental Bequosts (Schedule J)
14. Not Voluo Sub oct 10 Tax (IIno 12 minus lino 13)
1S. Amount ollino 1t1tQ)coblo 016% rota
(Includo volllos from Schedule K or Schedulo M,)
16. Amount ollino 14 laxablo ot 15% rate
(lncludo voluos Irorn Schodulo K or Schodulo M.)
17. P'lnclpallox duo (Add lox from Uno 15 and Irorn Iino 10,)
18. Crodits/Sp POVOI1V P,ior pavmonts Dlscounl
(l.Ou, 80,000.00, 11,210.53
19. IIlIno 10 Is gloalor than IIno 11. onler lho dilloronco on Iino 19, This Is tho OVERPAVMENT.
~ D ICheck here It you Bfe requestJng a retund ot your overpayment.1
20. Illino 1719 gloolor 1110n Uno 16. onlor tho dllforonco on Iino 20, This is tho TAX DUE.
A. Enlor tho inlolosl on lho balanco duo on Uno 20A,
B. Enlor lho 10101 at Iino 20 and 20A on Iino 20B, This Is Iho BALANCE DUE.
Make Check Pa able to: Ra Ister o~ Wills, A ent
.. .. BE SURE TO ANSWER AU. QUESTIONS ON PAGE 2 AND TO RECHECK MATH · ·
Under pIl"ollllflllll PIUJUIY, Ilill!:1,"e 1holt 1 ho1ve uoIrTllneli lh't ,eluln, 'n!:ludlOll.1!:cllrTlpo1nymg Icl1edule. o1nd 6Iol11!mt!nll, ,,"d III the bn1ul my knuwledGe oInd bell.f.1111
trUll,
clIlI.el .tnd ellmpl,I,,1 d,el.ue lh0l1.tU 1..t1'110I11I ho1l b.en repcnted oIll1uI! mollk,,1 \lollY", Oec:.I,u.1lll1fl III pIIlP""" nlher lh.tn Ihl! p",.ufl.tl ",pfIlSlln1.th\l1l11
b"'1"d nn "U ,nlu,m"llun III
whIChp"'pol,.,hn"nyknuwlfldgll,
~
,
~lr
E P 0
~ i ~
E
21-%-078(,
OEC[o[N1'S NAM[ ILAST. FIRST, ANn MIODL[ INI11AlI
Ise Ie 111/111<:11<'
Of ([urN1',> (OMf'lr rt AUrHtU;~>
K. 1700 Market Street
Cmnp 11111. I'A 17011
50CIAl SCCURITY NUMBCR
195-32-01.51
X. 1. Ofiglnol Rolurn
3. Romalndof Roturn
(101 dolos 01 doOlh plior 10 12-13-82)
[K] 5. Fodoral Estalo Tax
Rolurn Roqulrod
() 8. Total Numbor 01 Solo Doposlt Boxus
Cllynl.,.
Curnberllllld
o 4. Umilod Eslolo
[!] 6. Docodonl Diad Toslalo
(AUach copy 01 Will)
04a.
07.
Futuro 11lIOIost CompromisD
(lor d010D at doalh ollar 12-12-82)
Decodont Molnloinod u Uvlng Trusl
(AUach a copy 01 Tlusl)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
COMPLETe MAILING ADORESS
lIepford, Swartz [, Horgan
P.O. Box B89
IIl1rrisbur . PA 17108-0889
34.900.00
83,81(,.15
None
25.526.00
3(,(,,482.07
(1)
(2)
(3)
(4)
(5)
None
142.820.90
(6)
(7)
653,545.12
(8)
(9)
4(,.228.90
795.08
(10)
47.023.98
606.521. 111
12.800.00
593,721. ii,
0.00
(11)
(12)
(13)
14
(15)
0.00
x ,00:=
T
A
X
C
o
M
P
U
T
A
T
I
o
N
593.721.11, X.1S.
89,058.17
(16)
(17)
89.058.17
InlDlosl
0.00
(18)
(19)
K4.21O.53
0.00
(20)
(20A)
(20B)
4.8117.M
0.00
1,,847.61,
!'iIGNATURE OF PERSON AESPONSIBLE FOR FILING nHURN ADDRESS
~~~, ~-\?t'~_.___________.._._.____.____________._.___._.___..
. .,,}//I--r.. '( __l. ~~'~r~~-b~~?_I:\~-~~~~-fv~iii~---i7ib-C-------------
517UOE OF PREPARER OHiER it,; REPRE.5ENT , E ADDRESS
C J 1'1/ L/l tl!,p'~~!_<!,_!'_"!'!,!'.':_~.~!'!m'~l}_.___________.____.____
( . vOl!'u ,', v. 1.( ,1)/'- /' 1;;,;i~&~;;/-:\\"Tii6il':ritiil9---------------------
DATE
/ - '3 -'r5'
/-3 -~~-
DATE
I-S ,~~
- ~,g:
- N ::>Q.;
0", N 8~
~~ a.. ",8
';;..
~P.- If' Or'
00 d~"
..
, . ;iJ
'0 l.. ;; !'
c;. tU
~a 7tl L.;iD
8'51' ,', .0
~ "$E
0l0: G8
0:
'\'
REV-150Hll + (12-UI
COM\1R.ltlfCill4\,~tJIKI~;.II\'A"'A ~;~c~~iiT~
ESTATE OF FILE NUMBER
Blanche E. lsele SS# 195-32-0451 OB/26/1994 21-94-0786
(Property 10lnUy-owned with RighI 01 Survivorship must be disclosed on Schedule F) All real eatale should be repor1ed at lair market value
which la deI1ned ..the pr1ce al which property would be exchanged between a wtlllng buyer and a wtlllng seller, neither being compelled 10
b or selll both havl" reasonable knowle e of the relevant facti.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
34,900.00
Res1 estate situate at 1925
Be11evue Rosd, Hsrrisburg,
Dauphin County. Pennsylvania
(sale price)
TOTAL (Also ontor on Ilno 1. Roco Ilulallon)
(II moro spoco Is noodod, Insort additional shoolS 01 sarno slzo.)
Copyrlghl(t) HIII1 torm lollw..,e un1., Cente, PIIU Sotlwa,., Inc.
s
34 900.00
A,
SUSQUEHANNA TITLE AGENCY, INC.
205 WALNUT STREET. HARRlSBURO. PA. 17101 .17171236.4077
I.D'HA
O. TYPE OF LOAN
, 0 FMHA 3,0 CONY. UN IN'.
5~_O CON V INS
4 0 vo
6,:1."'.,'''1''''
SETTLEMENT STATEMENT
U,S. OEPAR TMENT OF HOUSING AND UROAN OEVELOPMENT
I'
10- 'MOil;'"'' Itll"""r. \.:... NU'"ll"
LOin NU"lbll
C. NOTE ~ rhis/or", is furnis"~d to g;v~ you d Ira~mtnr of ,eftJ,,! sttrltmtnr COII$, Amount! paid to lInd by tht uttltmtnr '~nt.ft
mown. lrems marktel H(p.O.C./" ~,t ".id outJid, rhl! closing; thty Ife .t"nwn he~ lor in fOlmarion,' purpolill!' ,nd In not
includtd In the rotals.
o NAME OF OORROMR:
ADDRESS:
E. NAME OF SELLER:
ADDRESS:
.
}/U,r')(! at
.7' .,
fu.t:el 13 /!.tM''''-.& Z' ';)Ali7:r
..J.( .....{:-t'-1I
8.8. .
j
// ?
/.JP.LC
F. NAME OF LENOER:
AOORESS,
Ifr" /~
/l
1'7.:{.'j- /.5.,_n(>-~~<J+ 1~7'''''o,z
Jj(l\.~tc1- i'M--~ t..:::. 1//<"/
H. SETTLEMENT AGENT: 0 f. ('/" $J
ADDRESS' ..~
'...jlU-.r'tl. L....7 c,< <- l:t& ~r/ ' .
PLACE OF SETTLEMENT: II ., ,
ADORESS: t''!l-lf-'l.-LC d. t-<v'J "- I 7/U I
O. PROPERTY LOCATIONl
---
I, SETTLEMENT OATE:
12-"h A y'
-----
J. SUMMARV OF aORnOWER'S TRANSA{TION
K. SUMMARY OF SELLER'S TRANSACTION
------....---.- ------ . -
100, GROSS AMOUNT OUE FROM BORROWER, 400, GROSS AMOUNT OUE TO SELLER:
101. Contr.ell.ln priu .W.. ltt?.t2. ',t-II 401, Conlf.clutel PUCt
102. P.flon.1 properly I 402. Person,l properly
10J. 5.llltm.nl chlrgel to bor,o;;;- (lm~ 14001 1. ?J '7" 0 V 403
104, n t' 1,/1/:7. h. !l I\.J: 404,
-
10S I 405
<;<L '7'/',n
.
Adju,rm",u lor ,rim, p.id by "IIwr 1ft .d...ncr
~ Cily/lov.on 1111I'1 to
107. County IlIIIel 10
108. Autum.nn 10
109. C'. ,/, -fJ
110,
111.
112,
D_ , ~~ t:.A I
-, )
]' . It./.
T~
7
Ad/uumenll 'Of ir,m, p"d by ""'r in .d...nn
406 CIIV/loVoln r<<_fl 10
'if:! .c.~_ 40/. Countv IIUI 10 ;'_lc} V
408. Anl!1l1flt:'nu ./--: 10
"l, '1 L" L-- 409S-";~~C::-1!7-' .." '1 ~ / L.
410.
----
411.
412
120,
GROSS AMOUNT DUE '2.'7 ~ (( (! .....
FROM BORROWER J '0ZJ~ 420
200, AMOUNTS PAID BY OR IN BEHALF OF BORROWEIl: ~~
-.3{fQ--," 501.
,-3-'I::,/loo-~ 502
503,
504,
-_Y/tP('I. <:L.
GROSS AMOUNT OUE '~2 -' 1. {}
TO SELLER 35 ;):-J.J' IV
500 REDUCTIONS INAMOUNr DUE ro SELLER.-
EAuU depouI ("f '''Urueriorul
SIIlIem,nl chalOUlo lellll "'nr 14001
hlllino lo.nlllllkeo lubJecllO
P.vol! of lir.f rnong.ge lo.n
201.
202,
203
204,
20S,
206,
207,
20B,
209,
Dt'POIII or urnf'~I~y___
PrincipII .mounl 01 nev.oloanhl
EAllling 10anhll.Ioo.ln lublt'ct 10
505, r.vo" 01 't'cond morlg.g.lo.n
SOB,
507,
50B,
509.
Ad/ullmenu lOf ,rrm, unp"d by "II"
210, CitV/lown f'A" 10
211. CounlV 1''''1 to
212. Aueum.nl1 10
213,
214,
m c-.IJ{)I~ fJ=Jkj e.,;:,,'e
216 II -d
217,
21B
219
Ad,lJU,"~nfJ lOf ",m, unp./d bl' """
SIO. CilyltoVoln tun to
511. County lu.. to
)i!2. AUtum.nU 10
':J.<iJ[j-lW Si'j"--- ------'-----.-,----- ---
514, i::J~_/..~ I-I/~,r
515,
516, I
S17.
518.
519
220 TOTAL PAID BY/FOR 1\'7 ( I ut'l' '7 "1 .<7'
BORROWER ~
300 CASH A r SE rTLCMEiir FROMnO BORROWER
iO~~~l;I;.,~o-"owr, "m, 1201 ,'1 Ilnf} ,;'FY
~'=.tt..moUnl1J1.ldby"O'bo"ov.oer 'hn,'20J 1.1. 'Jln t.) ~r qp
303, CASH to FROM I 10 TO/ BORROWER
601,
B02.
rorAL REDUCTIONS AMOUNr
DUE SELLER
600, CASH A T SET(LEMENT TOI/ROM SELLER
G'OIl .mount due 10 seller flinr 4201 ",-?C; ., J-J.;"1o; ~llfJ
Leu "ducllon. l~mou01 du. Milar fIIne 520J I Fa C:;7 yg-
520,
'-;.l/- '57 '(8"
0[1
603, CASH (0 TO I tOFROM I SElLER
~ 6/ ~ _1).ctF
l'Aal
HUO., Rtv. 13-ll61
RESPA, He 4306.2
<JOC>
'''1'
..,
L leldl""'nl Chora..
700. Toll. "."'.rokl~' Commllllon b....t on DrI.. .
Olvl.lon 01 Comml.lon fIIn. 7001 .. lollcw.:
701, S /14.~', cJl,J to
702, S I 01 ~-; rLl Ie
703. Commllllon olld al SeW.ment
704,
100. II""" P.r.bfl In Con...llon Wllh Loon
801, Lo.n O,lgln.llon F.. ,.
802. lOin Ollcounl '"
803. Apprallll Fee 10
804 Credil Aeport to
805. Lender', Inlp.ctlon Fee
808. MOr1glge Inlur.nee Application Fee to
e07. Allumpllon Fee
808, II. _ '-"- .., -,- ... .1...---..-,
809 I;;:''' 'A - '~,n I' A'"
'"
810 / /
811,
toO. II""'. AtQulrod .. Lind.. To II p.I)!ln Adv.nCl
901,lnl.rOltlrom ILlI. 10 IU3/ (cI)$
902, Mcrlo.a. In.uron~. pr.mlum for (
903. Hazard Inlurance Premium for
P'OI 2 01 2
OMS Nc. 2502.0285
lit
,..
P.ld From
Borrow."
Fundi I'
Selll.m.nt
P.ld From
5011....
Fund. .1
Settl.mlnl
, .
./. .'!<..t....,{L_
I'? L;''''''' '
,;J,tI'IOo,'
. 'IV:'".
),Vh'~'L
/:/<'-"
/,,, ('
~~" .t"LJ
(d.v
monthl 10
v..... 10
V.'" 10
;/,,-1. ('7
904,
905.
1000. A""",, D.ooo/lld With Lind..
1001. Ha..rd In.ur.nc. /
1002, Mortgege In lure nee
1003. Cllv oraoorlv I....
1004, Counlv aro..rtv I....
1005. Annual ....um.nl'
1008, ':-",.1' JI l/v_
1007.
1008.
1100, TInl Ch.....
1101. Selltlment or ciOlino 'ee
1102, Abstract or IlIle .earch
1103. Till. ...mlnetlo"
110.4. Tille 'o.uranca binder
1105, Dacum.nl DraD.raUon
1108, Ncl.ry 10..
1107. AllornlY', "11
(Includes abovI IIlms number.:
1108. Till. In.uranc.
(Includes ebove lIems numbefl:
1109. Lender'. coverece
1110. Owner', coverage
1111.
1112,
1113,
1200. OoYlrnm'nl AecordlnG .nd Tron.r" Ch.ra..
1201, A.ccrdlng roo.: Ooed S : MOrlaaaa S
1202. County T,ansrar Tax: Deed $ : MOrloaaa S
1203, :
1204.
1205.
1300. Acldllionll80ln.monl Ch.ra..
1301. Surv.. to
1302. POIlln.a.ellon 10
1303.
1304.
1305.
1300.
1307.
q
monlh.(cI)~S
monlho@S
monlh.(cI)$
monlh.(cI)S
monlh.(cI)$
monlh.(cI)$
monlh.CiliS
monthstmS
'l/t.. 1'-
7J<1
,
,1~ .~'~
DIr month
Dlr month
Dlr month
per month
o.r monlh
b ,\'. r- 7 oor monlh
aar monlh
per month
'7, :/9
'.1 111...... /
.s-
10
10
10
10
Ie
10
10
X_,Jc.1
. .
II . ,.1 /-. I
.....~_ ~lXul ~<"U,...".
/)//
,{;I,~ "V
10
S
S
I
,
I
I
I
: Releases S
(11I),I,j)
'~L/.9, vI,)
2.~q ,-;,
1'1
c..1.
/
{.., .I ~'^- 1.<1 -:r
/'
l ~
1./_. 110Jl /LL,'J~ltLv,. .
1_1. ,fI _,'--Iv_<--CT-
-'YO,,",,
,oj -'160.'PU
-:;(S-; m
1400. Tol.1 Slln.m.nl Ch"",. (.nl" on IIn.. 103. Socllon J .nd 502, IIoclion K)
1'!/Jf: O/...
'5%0,1)0
C.fllll.d to be HUI copy of orlglnl'
CERTIFICATION
I hay. carerully ravjawed Ihe HUD,) Settlement Sletamenl end 10 the bell 01 my knowledge and bellef.ltlsatrue and accurat.
slater~l~~ of all receipts and disbursements made on my account or by me 1.P)"1hlS tra~sactlon. 1 further certify that I heve received a
~07v'r ~~t~~f.\lje>~I~m;nl S~ei?\Q 0 Q \. . L ~. !... A
I 1 / 7'\ ,"/7< 11-" .....f'-'-
Dorrow".,~__ A s'Y'y ) fJ u
he H~~~I nt~l leM1 which I have pree.ared Is a trlh-1Jnd accurate account of this transaction. I have caused or will
caus, the tun tlisbursod cordoneD with this sJ.l1erT)81lt.
l /J)1'~. '.;V's.. / '--/ (. /9
S.U1-~, .nl / 011_ /
WAUIU:Ili1lt11mIIOknowtngl, mlk. '11n IUtemeMI"ol'" UI'lII,rJ SUit. ronlllil 01 In,OIIl" ,.mlllIIOlm P.nallll1 uooneon.tcUonflnlnc1urJealln, IndlmpliUllm.nl '01 dUall, Ite WI. fI US
C"'~cllonlOOI.nrJ5'CllonIOIO
;'1'
REV. HiOJ EM + 14-1ft)
CO":I.'1N)~ft.ll).1,'v. e~'lltt".bl'A"1A
';UsIO[N1D~cED'['Nr
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
Blanche E. Isele
FILE NUMBER
21-91,-0786
SSII 195-32-0451
08/26/19911
(All properly lolntly-owned with RI hI 01 Survlvorahl mual be dllclolOd on Schedule F.
ITEM
NUMBER
1
VALUE AT DATE
OF DEATH
5,000.00
5.000.00
5,000.00
5,000.00
5,000.00
5,000,00
5,000.00
5,000.00
5,000.00
5.000.00
5,000.00
5,000.00
4,000.00
1,000.00
340.00
-
18.476.15
$ 83 816.15
Fo,m 1500 Schedule 8 lAe", 4-16)
DESCRIPTION
$10,000 U.S. Savings Bond.
Series EE, Issued 7/1994
2 $10,000 U.S. Savings Bond,
Series EE, Issued 7/1994
3 $10,000 U.S. Savings Bond,
Series EE, Issued 9/1992
4 $10.000 U.S. Savings Bond.
Series EE. Issued 6/1992
5 $10,000 U.S, Savings Bond,
Series EE, Issued 6/1992
6 $10,000 U.S. Savings Bond,
Series EE, Issued 6/1991
7 $10,000 U.S. Savings Bond,
Series EE, Issued 6/1991
8 $10,000 U.S. Savings Bond,
Series EE, Issued 9/1990
9 $10,000 U.S. Savings Bond.
Series EE, Issued 9/1990
10 $10,000 U.S. Savings Bond,
Series EE, Issued 2/1993
11 $10,000 U.S. Savings Bond.
Series EE, Issued 2/1993
12 $10.000 U.S. Savings Bond,
Series EE. Issued 2/1993
13 4 $1000 U.S. Savings Bonds.
Series H, Issued Dec. 1974
14 2 $500 U.S. Savings Bonds.
Series H, Issued Dee, 1974
15 Interest earned on $10,000
(see continuation schedule attached)
Total of Continuation Schedule s
TOTAL (Also onlor on Ilno 2, Roca lIulaUon)
(II moro spoco Is noodod, Insort oddilionol shoots 01 sorno slzo,)
COPYflghl(CI 19l1l hum aollw"e pnty Cenle, Plec. Sottw.ate. Inc.
,
Estate of: Blanche E. Ise1e
SS# 195-32-01.51
08/26/1991,
CONTINUATION SCHEDULE
Continuation of Schedule \I
ITEM
#
DESCRIPTION
VALUE AT DATE
OF DEATH
U.S. Savings \lond, Series
EE, Issued 2/1993
16 Interest earned on $10,000 340.00
U.S. Savings \lond, Series
EE, Issued 2/1993
17 Interest earned on $10,000 340,00
U.S. Savings \lond, Series
EE, Issued 2/1993
18 Interest earned on $10,000 996.00
U.S. Savings Bond. Series
EE, Issued 9/1990
19 Interest earned on $10.000 996.00
U.S. Savings \lond, Series
EE, Issued 9/1990
20 Interest earned on $10.000 800.00
U,S. Savings \lond, Series
EE. Issued 6/1991
21 Interest earned on $10,000 800.00
U.S. Savings \lond, Series
EE, Issued 6/1991
22 Interest earned on $10.000 528.00
U.S. Savings \lond, Series
EE, Issued 6/1992
23 Interest earned on $10.000 528.00
U.S. Savings \lond. Series
EE. Issued 6/1992
24 Interest earned on $10,000 456.00
U.S. Savings Bond. Series
EE. Issued. 9/1992
25 203.17 shares Nuveen 36.97 7,511.19
Tax-Exempt Bond Fund, Cusip
#6709155115
26 46 shares Penn Power & 20.88 960.48
Estate of: Blanche E. Ise1e 5S" 195.32.0451
08/26/1994
CONTINUATION SCIlEDULE
Continuation of Schedule B
ITEM
"
DESCRIPTION
VALUE AT DATE
OF DEATIl
Light, CUSIP No. 709051 10 6
27 121 shares Westvaco
Corporation, CUSIP 961548 10
4
34.88
4,220.48
18,476.15
Estate of: Blanche E. Ise1e
SSI/ 195- 32-0451
08/26/1994
CONTINUATION SCHEDULE
Continuation of Schedule E
ITEM
1/
DESCRIPTION
VALUE AT DATE
OF DEATH
11 Corestates Bank, Accrued 29.08
interest on savings account
1/64980-49778
12 Corestates Bank, Accrued 23B.77
interest on Certificate
#200072094-3566072
13 Corestates Bank. Accrued 212.10
interest on Certificate
#200072094-4756681
14 Corestates Bank, Accrued 114.92
interest on Certificate
#200072094-6098959
15 DAUCO Federal Credit Union, 25,000.00
share account 1/317-019
16 Harris Savings Association. 53.427.61
Certificate of Deposit
#04-54-223838; Opened
07/30/92
17 Harris Savings Association, 15,246.88
Certificate of Deposit
#01-16-128769; Opened 8/9/88
18 Harris Savings Association, 29,569.09
Money Market Account
#01-05-002553; Opened
01/06/83
19 Harris Savings Association, 319.22
Accrued interest on
Certificate of Deposit
1/04-54-223838
20 Harris Savings Association, 69.48
Accrued interest on
Certificate of Deposit
#01-16-128769
Estate of: Blanche E. Isele
SS.. 195-32-0451
OK/26/1991,
CONTINUATION SCIIEDUL~:
ContInuation of Schedule ~:
ITEM DESCRIPTION
#
VALUE AT DATE
OF DEATII
21 lIarris Savings Association,
Accrued interest on Money
Market Account #01-05-002553
25.11
22 lIouseho1d furnishings,
Miscellaneous, remaining in
home
75.00
23 Meridian Bank, Certificate
of Deposit #4001701632;
Opened 8/6/91
56,721,30
24 Meridian Bank, Accrued
interest on Certificate of
Deposit #4001701632
126.57
25 1964 spinet Piano; Appraisal
by William Crabtree
500.00
26 Refund from Leader Nursing
Home, Inc.
645.80
27 Refund from Bell Atlantic
1.62
28 Refund from J.J. Skelton Oil
Company
102.87
29 Credit towards city water
received at settlement
2.34
30 Refund on county real estate
taxes received at settlement
29.50
31 Refund on school real estate
taxes received at settlement
392.12
182,849.38
.
"-
CnrcStnloti. rmnflrml COIP
CPA & GllvelllllH!llt
Hequ(!sl l)t~I)llltl1\(!f1t
PO BOll O(i{)7
Phllndr.lphla PA 101018607
21~ 973 ~1i19
IJml"IfI(1 ~111,::;,(/lm/f'~;
ClIIl!St.lh!!i Bilnk NA
. Phlladl'lpluiJ NatlOllal Bank
. CllIe$I,ltes FII~t PlHlImylvilf1lil Bank
. ClIrcSlulmi Hill1u1tnn Bllllk
N(!w .hlltWV NntllJl\ul Balik
september 20, 1994
S
CoreStates
stephanie L. Gaffey
Hepford, Swartz , Morgan
11 North Front street
P.O. Box 889
Harrisburg, PA 17108-0889
Re: ESTATE OF Blanohe E. Isele
DATE OF DEATH: Auqust 26. 1994
Dear MS~~Gaffey:
In response to your letter of september 13, 1994 please be advised that
decedent held the following aooount (8) with our bank:
Account No:
64980-49778
SAVINGS
Blanche E. Isele
John C. Isele - POA
01/03/90
$51,215.20
$29.08
$51,244.28
6457-4167
CHECKING
Blanche E. Isele
John C. Isele - POA
05/01/80
$10,086.20
Title:
Date Opened:
Date of Death
Balance:
Accrued
Interest:
Total:
$.00
$10,086.20
Account No:
200072094-3566072
CERTIFICATE
Blanche E. Isele
John C. Isele - POA
06/20/85
$9,353.72
$238.77
$9,592.49
200072094-4756681
CERTIFICATE
Blanche E. Isele
John C. Isele - POA
11/27/87
$7,600.17
Title:
Date opened:
Date of Death
Balanoe:
Accrued
Interest:
Total:
$212.10
$7,812.27
COIoSlnlfls Dank, N ^ IPlultH.lolptlli1 Nnllunnl Bnnk and CoroSla\fJs ruSl PonnsVhiolnin Dank)
Hnmlllon Ilnnk . Now JersoV Nahonnl flank . COIoSlalos Dank 01 Dolawaru. NA' Philndlltphia Inlcrnallonal Oank
.
Page 2
Date Opened:
Date ot Deatb
Balance:
Accrued
Interest:
Total:
1099 Interest:
200072094-6098959
CERTIFICATE
Blancbe E. Isele
Jobn C. Isele - POA
07/04/91
Account No:
Title:
$25,000.00
$114.92
$25,114.92
$789.23
COMMENTS/NOTES:
Tbe decedent maintained a sate deposit box
#664000-05469 in tbe names ot Blancbe E. Isele
and Jobn C. Isele - POA at our Kline village ottice.
...1.
We bope we bave been ot assistance to you in tbis matter.
sincerely,
Autborized signature
TB:dj
IN REPL V REfeR TO:
BARIIAlIA EDWARDS TEL 1215.973-4619
GOVERIIMENT SERViCES DEPT.
fC: 01-002-10-16
P. O. BOX 8667
PHIlADELPHIA, PA 19101
10 m:ponr [llIlons all M^t<[
IUQIJlIlttn AIJOIII LUANn MA.llk[U
WITII All- wrll1[ 10'
DAUCO FCU
601 CASCADE RD.
MECIIANICSBURG PA
STATEMENT OF ACCOUNT
10 nrflOIl1 rnnonn 011 MAKI: ItJil'
AUOlJ1 ~rl[C'nOWc nnum 111M,'
MAIIKrn In, I,(ln, HI., t)11 MU, ','/1
TIl( AIJIJflt:mi Alltrl OneAll
717/766-6'
'-
17055-5524
514001R
l'i'!I~.,I"I~1.'
;' ','.' [!r...'...;l"."....':'"VT'~_lt'III':I.J4.H'I.f1\Il;,'1,~',....~."'l""'"
'.,'. '~'~'''''J[j''~~'''''' ,-,
I,~t,;.'k..o'i i. :',': I\l, " PJ:~ .. .:. ,.....,...,..
~...~"". . ,. l,~ ,., 0(_, tl." '
317-019
1
I I I I
04'01'94 06.30,94 195-32-0451
BLANCHE EISELE
LEADER NUR HOME
1700 MARKET ST
CAMP HILL PA 17011-4BB9
.,',,' ,'.~~t~~~~:~~~;;I!~~~~lr;,;;;~.
.. ,. h". .. .1 'I .,' ~E"~~,~(
, ,
, ,
, ,
04P5:94
06:30:94
06:3094
,
,
,
,
,
" .
019 'PR 10US BALANC'E
" .
, , 235'92
" ,
: : 265:62
: N,EW ALANqE
" ,
" ,
OAT.~ T A~S-- -----~-
DS:: :
" ,
" .
" ,
" ,
ENT IlI\L ER'v I FOR :SIJ
I I ,
" ,
AN b R,NO A CUSTO
" ,
., ,
" ,
ALL QUALIFYING LOANS INS ED Tp $500P NO C~A
TO THE BORROWER. CA 766 8670: F I~F Tlo,N.
" ,
" ,
" ,
" .
" ,
" ,
" ,
" ,
" ,
NOTE: CUR ENT ALAN~E N THI ACCO~NT
" ,
n' ,
25, 00.01;1, : CO /:
ll-L//'
./
25235'!
2S000C
25265'r
25265r
SHARE ACCOUNT
WITHDRAWAL
DIVIDEND
-------------------Y
$530.94 REGULAR
.,
DAUCO-FAST,RELIABLE,
BORROW << SAVE WHERE
IS
Sn n.v..... Sid. For Imporlan' 'n'orm.Uon
~
M~~~~~~"
I("IIIS S.l\'il1~s ()fll'raticlIIs C.'nll'..
1i:1:1 NllIlh 1~lh SIIt'I'I
1.I'IIIlI)'lIt', IJ('lIl1s)'I\'illlia 170.1:1
71717:11.1.1.111
717/7:II,IIHf.!1 Fax
Saptembor 15, 1994
lIapford, Swartz & Morgan
111 North Front Straat
P.O. Box 889
lIarrisburg, PA 17108-0889
The inforr.lntion which you reqllet:teri on the
Isele E\l~ate (!;or:in~ S.n~urity Humber
I\ccount(o) of
195-32-0451
Blanche E.
) io ns !ollown.
Account !lumber(,;)
04-54-223838 01-16-128769 01-05-002553
6 Mths. Cart. 2~ Yr. Cert. Money Market
7-30-92 8-9-88 1-6-83
$53,427.61 $15,246.88 $29,569.09
319.22 69.48 25.11
53,746.83 15,316.36 29,594.20
Individual Individual Indiyidual
Clnss of Account
Date Opena!!
Principal Dalnnce
'\ccl"Jed !nlerent
Da1ance n t
Date of Death
Account
Owncr:>hi p
Uome of Joint
Owner. if nny
Dnte Ownnrshin
W.~s Eslnblinh~d
7-30-92
8-9-88
1-6-83
Additional Infor-
r.tation Ileqllnnterl
Please have the Executor of this Estate sign the enclosed W-9
form and return it to us in the provided envelope. Thank
you.
Sincerely,
Cre:..-z::;t~' &~
Gretchen L. Calc
Customer Service Technician
c
Meridian
PO Bu. 110]
111',11111".1 I'A lllliO:)
. Meridian
September 15, 1994
TO. Stephanie L. Gaffey
Legal Assistant
ADDRESS. 111 North Front Street
P,O. BoX BB9
Harrisburg, PA 1710B-OBB9
RE. Estate of. Blanche E. Isele Date of Death. August 26, 1994
Accounta and BalanceD on Record as of Date of Delltlu
ACCOUNT U
ACCOUNT TITLE
DATE
OPENED
DATE
CLOSED
PRINCIPAL
ACCR.
.mL....
CD 4001701632 Blanche E. Isele OB/06/91
Interest pai4:.01/01/94 to OB/26/94 - $1,732.41
56,721.30
126.57
Beverly ~ Hackling
(610) 655-3352
BKII/elg/52B
CK . Checking IL . Installment Loan WL . Will
SV . Savings DB. Discount Brokerage LT . Living Trust
CD . Certificate of Deposit PL. Plus Loan MO . Open Line of Credi t
XC . Holiday Club PH . Student Loan MG . Mortgage
VC . Vacation Club SD . Safe DepoDit LA . Auto LeaDing
CL . Commercial Loan TR . TruDt
c:-.
september 14, 1994
Hepford, Swartz
ATTN: stephanie
Box 889
Harrisburg, PA
& Morgan
L. Gaffey, Legal Assistant
17108-0889
RE: ESTATE OF BLANCHE E. ISELE
SOCIAL SECURITY NUMDER: 195-32-0451
DATE OF DEATH: August 26, 1994
ACCOUNT NUMBER: 0106127614 0133127613
TYPE OF ACCOUNT: Money Mkt svgs certificate
OPENING 'DATE: 10/18/89 10/18/89
ACCOUNT TITLE: Individual Individual
PRINCIPAL BALANCE
AT DATE OF DEATH: $41,090.88
ACCRUED INTEREST
TO DATE OF DEATH: $86.35
TOTAL BALANCE AT
DATE OF DEATH: ~41,177.23
INTEREST 1/1/94
TO DATE OF DEATH: $783.57
$3B,607.58
$68.81
$38,676.39
$625.35
COMMENTS: Our guidelines for redeeming these accounts are
enclosed. Enclosed is a change notice to change the address on
the accounts so future correspondence will be forwarded to your
attention. If this is your intention please sign and return the
form making any changes necessary. If not please discard of the
notice properly. Thank you for your cooperation in this matter.
If you should have any further questions or need
additional information please do not hesitate to contact me.
sincerely,
Z)( c/>/^
Sherri Houck
Assistant Manager
operations Center
2:14 NOllnl SECOND SlIlI,L1 ' ,,() um 1111 ,IIMml,;IlUIIG, "A 11108 .1117) 2J:',GGUI
'~~nr~~~'
.IL,ll..l.lI
REV. 1610 u. 12-"1
CC"'I:.\i\Rrti~~~c\"II[1~I"Y'""
ESTATE OF
SCHEDULE G
TRANSFERS
-..'" .,
Pleaso Pllnt or T 0
FILE NUMBER
21-91..0786
Blanche E, Isele 55# 195-32-0451 08/26/1994
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES.
(It molO space Is noodod, Insort additional shools ot sarno slzo,)
COPYl'Ightfcl1gg, form .otlw.,. onl.,. C.nt., P,.u Soft.....'.,lnc,
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLlAR VALUE OF
NUMBER ,. ~~i~~:= I~.t~.d :~~ ~:~~ .~:::r ::ir~hn.~:.r. EXCLUSION OF ASSET % INT. DECEDENT INTEREST
1 Great American Life 68,164.21, 88,1611.24
Insurance Annuity #6105381
2 Penn Mutual Life Insurance 54.656.66 54,656.66
Company Annuity #9147164;
John E. and Robert D. Ise 10.
beneficiaries
,
TQTAL (Also onlor on IIno 7. Rocaollulollonl 5 142 620.90
Estate of: Blanche E. Ise1e
SS/I 195-32-0451
08/26/1994
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITEM DESCRIPTION
/I
AMOUNT
9 Refund to Public School
Employes Retirement System
for pro-rated portion of
August check
9.53
10 AT&T, final bill for phone
lease
10,35
11 City water termination fee
for settlement
25.00
12 Seller paid settlement
charges for buyer
2,497,98
13 Realtor's commission due at
settlement
2,240,00
14 Yingst Exterminating Co.
Inc., wood infestation bill
due at settlement'
40.00
15 A-I Home Repair. bill for
repairs to home due at
settlement
3,306.00
16 City settlement sheet due at
settlement
25,00
17 UGI. final gas bill
12.84
18 Cumberland County Lew
Journal. advertisement
40.00
19 Telephone. Bell Atlantic
PA bill
9.46
20 Telephone
1. 32
21 Telephone
0.25
22 Telephone
0.74
23 Penn Power & Light, electric
7.07
Estate of: Blanche E. Ise1e
SS# 195-32-0451
08/26/1994
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITEM
#
DESCRIPTION
AMOUNT
bill
24 Penn Power & Light, electric
bill
6.15
25 Penn Power & Light, fins1
electric bill
12.58
26 Postsge
5.12
27 Postage
2B Postage
29 Postage
30 A-I Home Repsir and Gary L.
Forsyth, down payment of
contract
0.58
0.87
2.03
2,500.00
31 Register of Wills, (3) Short
Certificstes
9.00
32 Reserve for sdditiona1
administration expenses
1,000.00
11,761.87
REV- un EK + (10-'61
cO"'\I.'m)~f-Jl.,'I1)1,ot P~~tV<hl'ANIA
'ilt!libENlbl"c\'D'ENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
Blanche E. Ise1e
5511 195-32-01,51
08/26/1994
DESCRIPTION
FILE NUMBER
21-94-0786
AMOUNT
717 . 00
12.06
51. 88
9.46
4.68
TOTAL (Also onlor on IIno 10. Roco lIulollon)
(II moro spoco Is noodod.lnsorl addilJonal shoots of sarno slzo.)
COPV1lght (cl 'IUJlllllm InltwAr. only C.nl.r Plec. Soft war.. Inc.
ITEM
NUMBER
1
Leader Camp lIill 583, room
reserve charge in personal
care unit
2
UGI bill
3
City Treasurer, utility bill
4
Telephone. Bell Atlantic
bill
5
Penn Power & Light, electric
bill
s
795.08
Estate ofl Blanche E. Isele
SSI 195-32-0451
08/26/1994
ITEM
NUMBER
6
7
8
9
10
11
CONTINUATION SCHEDULE
Continuation of schedule J
NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequeats
RELATION-
SHIP
AMOUNT OR
SHARE OF EST
Robert D. Ise1e
1860 N. Scott Street, Apt 335
Arlington, VA 22209
Nephew
$5,000.00
Robert Fuller
322 N. 2nd Street, Apt. 608
Harrisburg, PA 17101
Friend
$2,000.00
Sarah Minell i
Apt. 520, 215 High Street
Wilkes-Barre, PA 18702
$1,000.00
Friend
Lorraine Leiter
Susquehanna Center
1909 N. Front Street
Harrisburg, PA 17102
Friend
$1,000.00
Theresa & Andrew Pappas
R.D. #1, Box 1475
Jonestown, PA 17D3B
Friends
$1,000.00
Robert Thomas
Homeland Nursing Home
1901 N. 5th Street
Harrisburg, PA 17102
$1,000.00
Friend
Estate of: Blanche E. Isele
ITEM
#
SS# 195-32-0451
OB/26/1994
CONTINUATION SCHEDULE
Continuation of Schedule J
DESCRIPTION
AMOUNT
4
Specific bequest to Lebanon
Valley Home, United Church
of Christ Homes, 550 East
Main Street, Annvi11e,
Pennsylvania, 17003
EIN: 23-1615155
5,000.00
5
Specific bequest to St,
John's United Church of
Christ, 120 West Market
Street, Jonestown,
Pennsylvania 17038 IN MEMORY
OF John A. Ise1e and Ida H.
Ise1e, Parents
2,000.00
6
Specific bequest to Fourth
United Church of Christ,
16th and Market Streets,
Harrisburg, Pennsylvania IN
MEMORY OF John A. Isele and
Ida M. Isele, Parents.
5,000.00
7
Specific Bequest, Item XII
of Will to:
Volunteers of America, 2112
Walnut Street, Harrisburg.
pA 17103; Tax-Exempt
#13-1692595
200,00
....................
12,200.00
.--'.-'.'
(CCOlPY
WILL
I, BLANCHE ELIZABETH ISELE, of Harrisburg, Dauphin county,
pennsylvania, hereby make my Last will and Testament and revoke all
prior wills by me at anytime heretofore made.
"
ITEM I. I direct that all my debts and funeral expenses, cost
of administration, and all state and federal inheritance taxes
shall be paid out of the principal of my estate.
ITEM II. I have prepared lists of items of household
furnishings and personal property, which I direct my co-executors
to deliver to the persons named in said lists. The lists are for
my two brothers, JOHN C. ISELE and ROBERT D. ISELE, and other
nieces and nephews.
I may, from time to time, deliver items of personal
property to them during my lifetime, or change the list, and place
said lists with my original will or copies of my will. My personal
representatives shall deliver all said items of personal property
if they are still in my possession at the time of my death.
ITEM III. I give to my niece, BRONWYN I. ALLEMAN, the sum of
FIVE THOUSAND ($5,000.00) DOLLARS, provided she survives me.
ITEM IV. I give to my nephew, DAVID C. ISELE, the sum of FIVE
THOUSAND ($5,000.00) DOLLARS, provided he survives me.
ITEM V. I give to my niece, MARY C. VAUGHEN, the sum of FIVE
THOUSAND ($5,000.00) DOLLARS, provided she survives me.
Page 1 of 4 Pages.
.....-....J,OI........
ITEM VI. I give to my nephew, RODERT D. ISELE, the sum of
FIVE THOUSAND ($5,000.00) DOLLARS, provided he survives me.
ITEM VII. I give the sum of FIVE THOUSAND ($5,000.00) DOLLARs
to the UNITED CHURCH OF CHRIST HOMES in Annville, Pennsylvania, now
known as the LEBANON VALLEY HOME.
.'
ITEM VIII. I give the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to the FOURTH UNITED CHURCH OF CHRIST, located at 16th and
Market Streets, Harrisburg, Pennsylvania, IN MEMORY OF my late
parents, John A. Isele and Ida M. Isele.
ITEM IX. I give the sum of TWO THOUSAND ($2,000.00) DOLLARS
to ST. JOHN'S UNITED CHURCH OF CHRIST in Jonestown, Lebanon County,
Pennsylvania, IN MEMORY OF my late parents, John A. Isele and
Ida M. Isele.
ITEM X. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the BETHESDA MISSION, 611 Reily Street, Harrisburg, Pennsylvania.
ITEM XI. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the SALVATION ARMY, 1122 Green Street, Harrisburg, Pennsylvania.
ITEM XII. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the VOLUNTEERS OF AMERICA, 2100 North 3rd Street, Harrisburg,
Pennsylvania.
ITEM XIII. I give the sum of TWO HUNDRED ($200.00) DOLLARS to
the TRI-COUNTY ASSOCIATION FOR THE BLIND, 1BOO North 3rd Street,
Harrisburg, Pennsylvania.
Page 2 of 4 Pages.
.
ITEM XIV. I give to ROBERT FULLER, 1914 Bellevue Road,
Harrisburg, Pennsylvania 17104, the sum of TWO THOUSAND ($2,000.00)
DOLLARS, provided he survives me.
ITEM XV. I give to SARAH MINELLI, Apartment 520, 215 High
street, Wilkes-Barre, Pennsylvania 18702, the sum of ONE THOUSAND
($1,000.00) DOLLARS, provided she survives me.
ITEM XVI. I give to LORRAINE LEITER, a resident of
susquehanna Center, 1909 North Front street, Harrisburg,
pennsylvania, the sum of ONE THOUSAND ($1,000.00) DOLLARS, provided
she survives me.
ITEM XVII. I give to THERESA and ANDREW PAPPAS, Route 2,
Box 386-5, Jefferson court, Bernville, Pennsylvania 19506, the sum
of ONE THOUSAND ($1,000.00) DOLLARS, provided either one survives
me.
ITEM XVIII. I give to ROBERT THOMAS, 1633 Naudain street,
Harrisburg, Pennsylvania, the sum of ONE THOUSAND ($1,000.00)
DOLLARS, provided he survives me.
ITEM XIX. I direct my personal representatives hereinafter
named to convert all the rest, residue, and remainder of my estate
into cash, and I give the same as follows:
A. ONE-HALF (1/2) of the said residue to my brother,
JOHN C. ISELE, per stirpes; and
B. The remaining ONE-HALF (1/2) to my brother,
ROBERT D. ISELE, per stirpes.
Page 3 of 4 Pages.
.
ITEM XX. I nominate, constitute, and appoint JOHN C. ISELE
and ROBERT D. ISELE and H. JOSEPH HEPFORD, or the survivor of them,
to be the Co-Executors of my estate. No personal representative
appointed hereunder shall be required to give bond in any
jurisdiotion.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will, this
11 day of JULY, 1992.
)J/t:Vn/'~- f: .IA.R.-f t?
BLANCHE E. ISELE
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
Testatrix, as and for her Last Will, in the presence of us who,
thereupon, at her request, in her presenoe, and in the presence of
eaoh other, have hereunto subsoribed our names as witnesses.
-7~
~. /1M.1~/U
~ :Y. ~';1.
Page 4 of 4 Pages.
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January 4, 11)1)5
Mary C. lewis, Register uf Wills
Cumherland Cuunly Cuurthouse
S. Hanuvcr Slreel
Carlisle, PA 171113
RE: Eslale of Blanche E. Isele
No. 1994-00786
1.\, 71i.2,1l.h,"oA,J:l
h'llI.lNtI ~-",J.2",7...lI:l1
I3~
Dear Ms. Lewis:
[ am enclosing Ihe Pennsylvania [nherilance Tax return, which is in triplicale,
fur the ahove-referenccd estate. Also. enclosed is tlw [nvcnlory which is In
duplicate. [havc also encloscd a check made payable tu the "Register of Wills,
Agenl" inlhe amount of $4.l!47.64 representing payment uf Ihe halance of
inheritance tax, and a check made payahle to Ihe "Regisler uf Wills" in Ihe amuunl
uf $37.nn representing Ihe filing fee fur Ihe inheritance lax return and [nvenlury,
Please file the relurn and [nvenlory, and return to me in the enclused,
self-addressed stamped envclupe a copy of each marked filed.
Thank yuu fur yuur allentiun III l!:i., mailer. Should you havc any lluesliuns,
please du nut hesitate lu cunlaetuur ufl'ke.
:slg
Enclusures
Very truly yuurs.
!JEPFORD, ~WART7~& MORGAN
'--~\~l~\~:)G~'ff~y, Leg;I~~nt
lu 1,1. Joseph Hepford
1,1.\\1'1{)1\'~ (lltlC'l'
12 \tWill .\"I~ .'IIUII
I',t) Ikl\N.7
1.1\\1'1\1\\:'>0'.1',\ liP.Ht.',~I;
11111'11"'" 7Ii-',q.....:\<lll
.., -, ,... .-, ~ _. '. .
1Btgf.utcr uf IlUl.u uub (1!ltrlt of tilt (!))rpJ,uu.lI' Cl!aud
Olounlg pf Olumbrrlanll
COURT/iDUSC. CARLlSLC, PA 170lJ
MARY c. LEWIS
Re,llIet or WlII. "
Clerk or Ihe Orphan.' Coun
JERRY R, DUFFIE, ESQ.
Sol/rllor
TO: JAMES G. MORGAN
P.O. BOX 8B9
HARRISBURG, PA 17108-0889
'0 .@DITI~AL ijO'bATE FEE DUE IN THE ISELE ESTATE
~{aEASJP.REPLyi:r~ THE ATTENTION OF CHERYL, THANK YOU.
,r.....-:- 0 .,
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ESlaleot:BLANCHE EISELE
21-94-0786
Dale: JANUARY 5. 1995
$35.00
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REV-lS47 EX AFP 112-941.
COI1HONWUl '" or prNNSYLVANIA _
O[PAR"UNI or R[V[NU(
eUA[AU or INDIVIDUAL lAltrs , .
nEvI. ;80601
'lAAlflSaURG, PA 11111~0601
J 11--
l
ACN 101
~
NaTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-20-95
21 94-0786
CUMBERLAND
ESTATE OF ISELE
DATE OF DEATH 08-26-94
BLAIIDl
FILE NO.
COUNTY
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCDUNT. SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER DF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
JAMES G MORGAN JR
HEPFORD ETAL
PO BOX 889
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount R...itt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
R 'EV: is''-i - Eie"" AFP - -i i if:94i" -iiiificE --ci F -YNHEiii;: iii-fen'AX-XppiiXi sEi-i€ii'f'-- ALi:ciliiii-fe iri:ili-- - _mm __ _ _ _ __
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ISELE BLANCHE E FILE NO. 21 94-0786 ACN 101 DATE 03-20-95
TAX RETURN WAS, I X I ACCEPTED AS FILED
CHANGED
00
r:: (O \,'--,
~ '.),
:0
-n..!
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. Rad Est.t. (Schedule Al (1)
2. stocks end Bonds (Schedule OJ (2)
3. Clos.ly Hald stock/Partnership Inte,.e.t (Schedule C) (3)
4. Horta.gas/Not.. Receivable (Schedule DJ (4)
S. Cash/Bank Deposits/Hisc. Parlonal Property (Schedule E) (5)
6. Jointly Owned Prop.rty (Schedule FJ (6)
7. T,.ansfa,.1 (Schedule 0) (71
8. Totel As.et.
34.900.00
83,816.15 ;~
.00
25.526.00 '-J
366.482.07
.00 \[1
142.820.90 !',
P Ll
181
'I' :_
653.545.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.e./Adn. Co.ts/Hisc. Expen... (Schedule H) (9)
10. O.bts/Mortgage LIabilitle./Lien. (Schedule II ClO)
11. Total Deductions
12. Net Value of Tax Return
13. Ch.ritable/Govern.ental aeque.ts (Sch.dule J)
14. Nat Valu. of Estat. Subject to Tax
46,228.90
795.08
1111
U21
U31
(4)
47. on 98
606.521.14
12.800,00
593,721.14
NOTE:
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Anaunt of Line 14 at Spous.l rate CIS)
16. Anount of Line 14 taxeble .t LinB.I/CI... A r.t. (16)
17. Anaunt of LinB 14 taxable at Collateral/Cl... a rate (17)
18. Principal T.x OUB
TAX CREDITS:
PAYMENT
DATE
11-15-94
01-04-95
.00 X .03.
,00 X .06.
593.721.14 X .15.
U81
.00
.00
89.058.17
89.058.17
RECEIPT
NUMBER
MM913190
AA022678
DISCOUNT ('1
INTEREST I-I
4.210,53
.00
AMOUNT PAID
80.000,00
4,847.64
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
89,058.17
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIREa.
IF TOTAL DUE IS REFLECTEa AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. I
RESERVATJONI E.tata. of dlcldlnt. dylnD on Dr blfor. Olclablr J2, J912 .. If any future Int.r..t In the I.tat. I. tran.flrrld
In po.....lon Dr .nJoy..nt to Cia.. B (collat,r,l) b.nltlel.rl.. of thl dlc.dlnt .ft'r thl 'MPlratlon 0' any ..tal. for
II'. or tor y.ar., the Co..onw..lth h.r.by 'Mpr...ly r...rv,. the right to .ppr.I.. .nd ...... tran.f.r Jnh.rltanc. T....
.t the I.wful Cia.. B Ccoll.t.ral) rat. on any .uch future Int.r..t.
PURPOSE OF
HoTICEI To fulfill the r.qulr.a.nt. of S.ctlon 21~0 at the Jnherltanc. .nd E.tat. T'M Act, Act 22 of 1991. 72 P.S.
Section Z1~0.
PAYMENT. Det,ch the top portion of thl. Notlc. and .ub.lt with your pay..nt to the RIDI.ter of Will. prlnt.d on the rev.r.. .Id..
"Mak. ch.ck or- 'oney order pay.bl. tOI REGISTER OF HILLS, AOENT
All pay.ent. r.celved .h.11 flr.t b. appll.d to any Intere.t which .ay be due with any r..alnder appll.d to the taM.
REFUND (CR)I A r.fund of . taM credit, which wa. not requ..t.d on the TaM R.turn, .ay b. r.qu..t.d by coapl.tlng an "ApPlication
for R.fund of P.nn.ylvanla Jnh.r-Itanc. and E.t.t. TaM" IREY-1SIS). APplication. ara avall.bl. at tha Offlc'
of the Ragl.ter of Will., any of the 2S R.v.nu. DI.trlct Office., or- by calling the .p.cl.1 2~-hour
an.w.rlng ..rvlce nuaber. for for.. ord.rlngl In P.nn.ylvanla 1-100-362-2050, out.lde P.nn.ylv.nl. and
within local H.rrltburg ar'lI (717) 717-8094, TOO' (717) 772-U52 Ol..rlng I.p.lred OnlY).
OBJECTJONSI Any p.rty In Intlr..t not .lItl.fled with the .ppr.I....nt, allow.nc. or dl..llow.nc. of deduction., or ........nt
of taM (Including dl.count or Int.r..t) .. thown on thl. Notlc. .u.t obJ.ct within .IMty (60) d.y. of r.c.lpt of
thl. Notlc. by.
"written prot..t to the PA Depart..nt of R.v.nu., Board of Appeals, D.pt. 281OZI, Hard.burg, PA 17128"1021, OR
...llctlon to have the .atter d.t.r.ln.d .t audit of the .ccount of the plr.on.1 rapr..ent.tlv., OR
....pp..1 to tha Orphan.' Court.
ADMIN
ISTRATJYE
CORRECTIONS I
Factu.1 error. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.p.rta.nt of R.v.nue,
Bureau of Jndhddual T.MI., ATTN. po.t A.......nt R.vlaw Unit, D'pt. 280601, lI.rd.burg, PA 17121-0601
Phone (711) 787-6505. S.e p.gl 3 of the bookl.t "In.tructlon. Cor Inh.rlt.nce TIIM Return for. R..ldent
Dec.dent" (REV-1501) for an 'MPI.natlon of .dMlnl.tr.tlvaly corract.ble error..
INTEREST I
If any taM due I. paid within three (3) c.l.ndar .onth. .ft.r the decadant'. death, a flYe perc.nt (5~) dl.count of
the t.M paid I. .llow.d.
Int.ra.t I. chargld b.glnnlng with flr.t day of d.llnqu.ncy, or nine (9) .onth. and on. (I) d.y frOM the data of
d..th, to the d.t. of pay..nt. TaM" which blca.. d.llnquent bafor. January I, 1982 b..r Int.r..t .t the rat. of
.IM C6~) p.rcent p.r .nnu. calculatad at . d.lly r.te of .000164. All t.~.. which b.c..n d.llnqu.nt on and .ft.r
January I, 1982 will b.ar Int.re.t .t . r.te which will vary frol calandar y..r to calendar ye.r with thlt r.t.
.nnounced by the PA D.part.lnt of Aev.nue. The appllcabla intare.t r.ta. for 1982 through 1995 .r'l
DISCDUNTt
~ Inhr..t Aata Dally Inter..t Factor !2r Inte,.e.t A.t. DailY Inlere.t F.ctor
1982 20lC .0005,.8 1987 .. .0002~7
1913 16~ .0004)1 1988-1991 lIX ,000501
1984 11;( .000301 1992 .. .000247
1985 Ule .000356 1995-19'~ 7% .000192
1986 10~ ,000274 1995 .. .000247
."Int.,...t It c.lcul.t.d .. followlI
INTEREST . BALANCE aF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. l..ued aft.r the teM b.co... d'llnqu.nt will r.fl.ct .n Int.r..t calcul.tlon to flft..n 115) d.y.
b.yond the d.te of the ........nt. If p.y..nt I. lad. .ft.r th. Inter..t co.put.tlon dAtI .hown on the
Notlc., additional lnt.r..t .u.t be c.lcul.ted.
'.
.,_...~- ..~
'.
\.
REV-483 EX AFP 112-94~
CD" WeAltH Of PENNSYLVaNIA
AI"EN' or REYENUE
UREAU Of INDIVIOUAL TAXES
DEPf. la0601
UARRISIURO, PA l1UI-0601
1'1--,)3'/ -/;},
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX 8ASED ON FEDERAL
ESTATE TAX RETURN
(, JI".v
,J J ACN 201
DATE 08-28-95
ESTATE OF ISELE BLANCHE E FILE No.21 94-0786
DATE OF DEATH 08-26-94 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PDRTIDH OF THIS FDRH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECX PAYABLE TO "REOISTER OF WILLS, AOENT".
REMIT PAYMENT Tol
JAMES G MORGAN JR
HEPFoRD ETAL
PO BOX 889
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CD COURT
CARLISLE, PA 17013
I
HOUSE
A.ount R..1tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
R-E-V:4Bji-EX--AFP--ii2~-9'4j-----.-.-NO-ficE--OF--nETifRHiiiATioii-AN-n-A!isEsS-HENir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF ISELE
E FILE No.21 94-0786
ACN 201
DATE 08-28-95
BLANCHE
ESTATE TAX DETERMINATION
1. Credit For State Death Texas as Varified
12,563.09
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Intarest)
84,847,64
3. Inheritanca Tax Assessad by Other States
or Territories of the United States
(Excluding Discount and/or Intarest)
,00
4. Total Inheritance Tax Assessed
84.847.64
5. Pennsylvania Estata Tax Due
TAX CREDITS I
PAYMENT
DATE
RECEI PT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMDUNT PAID
TOTAL TAX CREDIT . DO
BALANCE OF TAX DUE . DO
INTEREST .00
TOTAL DUE . DO
.IF PAID AFTER THIS DATE. SEE REVERSE SlOE IIF TaTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIOHAL IHTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU HAY BE
DUE A ~EFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
c...
.00
,.....,
".1.'
L"":;
,,)
,~
PURPOSE OF
NOllCEI
,,<..:' '." ' :J
To fulfill the requ";~~lI of Section 21415 (b) of the Inheritance and Eatlte TalC Act, Act 2Z of 1991.
(72 P.S. SectIon 21415),
PAVHENT, Detlch thl top portIon of this NotIce and sub.lt with your ply.-nt to the Rlglstlr of WIll, prlntld on the
nvlt.. sid..
-- H.h check or .0nlY ord.r plv_bl. tal REGISTER OF MILLS, AGENT.
All p.v.ent. r.c.lved .h.ll b. .ppll.d flr.t to any Intlr..t Nhlch ..y b. due with any re..lnd.r appll.d to the tax.
REFUND eCRI, A refund of . t.x crldlt .IV b_ r.qu..tld bv co.pletlng en MAppllcltlon for R.fund of Plnn.vlvanl.
Inh.rltanc. and Eltlt. r.xM IREV-1111'. Appllcltlonl .r. Ivell.bl. .t the Offlc. of the R.gI.t.r of Willi,
any of the 21 R.v.nu. DI.trlct OfflC'1 Dr fro. thl D.p.rteent'. 24-hour an,wlrlng I.rvlce nuabers for for.. ord.rlngl
In Penn.ylvanl. l-eOO-16Z-Z0S0, out.lde Pennlylvanla .nd wIthin loc.1 H.rrl.burg .t.. (711) 117-8094,
TOD' (1171 172-2Z52 Of..rlng Jllpllnd Only).
OIJECTlONSI Anv p.rty In Int.r..t not ..tI.fled with thl ........nt of tax II .flOwn on this notlcl '.V Object withIn
Ilxty (60) d.y. of receipt of thl, Hot Ice bVI
--wrltt.n protl.t to the PA D,part..nt of R.v.nu., Board of App.el., D.pt. Z810ZI, Harrisburg, PA l1IZ8-10ZI, OR
--...ctlng to h.v. the .ett.r d.t.relnld .t audit of the p.r.onel rlpr...ntetlv., OR
--Ipp.el to the Orphan.' Court.
ADHIN-
JSTRATlVE
CORRECTJONSI
Flctu.1 .rror. dl.cov.rld an thl. ........nt .hould bl .ddr...ed In writing tal PA D.p.rt..nt of R.venu.,
Bureau of Indlvldu.l T.xI', ATTNI Po.t A.......nt R.vllw unit, Dlpt. Za0601, H.rrl.burg, PA 11128-0601,
Phon. (711) 181-6505. S.. Pllll 1 of the bookl.t "Instructlonl for Jnh.rltancl Tlx Rlturn for. RI.ldent
D.c.dlnt" (REV-ISO!) far an Ixplan.tlon of adalnlstretlv.lv corr.ctabl. Irrorl.
INTEREsrl
Far d.tl. of d.ath an or .ft.r 10-1-91, P.nneylvanle E.tet. T.x ba'ld an the F.d.ral E.t.t. t.x
r.turn b.co... d.llnqu.nt at the .xplr.tlon of nine C091 .onth. frol the d.t. of d..th.
For dat.. of d..th prior to 10-1-91, P.nn.ylvanla E.tata r.x be..d on the Fld.r'l E.t.t. r.x return
becol.. dlllnquent .t the Ixplrltlon of elght.ln (18) .anth. frol the dltl of d..th.
rlx,s which blc... d'llnqu.nt b.for. Janu.ry 1, 1982 b.er Int.r..t at the rat. of six (6Xl p.rc.nt p.t .nnu.
c.lculat.d at . d.lly r.te of .000164. All tex.. which b.c... d.llnqu.nt on or aft.r Jlnuaty 1, 1982 will b..r
Int.r..t It . rat. whIch will very fro. celendar V'lr to calend.r v..t with thet r.t. announced by the PA
Dlpert..nt of R'v,nu... The applicable Int.r..t ret.. 'or 1982 through 1995 erel
V..r Inter..t Rlt. Dilly Inllr..t Fllctor Year Jnllre.t Rllte Dally Jnt.r..t Factor
198Z 20:< .000548 1981 'X .000Z41
1915 16:C .000418 1988-1991 11:< .0011501
1914 11:C .oonol 1992 .X .000U7
19115 UX .00nS6 1991-1994 '" .00019Z
19116 IDX .000Z74 1995 'X .000Z4i1
--Int.r..t b cllcul.t.d .. '0110'111
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hatlc. I..u.d .'t.~ the t.x beCOII' dellnqu.nt wIll r.,l.ct an Int.r..t c.lcul.tlon to flft_en (IS) d.~.
b'~ond the date of the ........nt. If p.v..nt I. 'Ide eft.r the Int.r..t coeputltlon date .hown an the
Notice, addltlon.1 Int.r..t au.t be calculat.d.
\,
.,
"
PUIll'OSE 01'
NOTltEl
PAM"1' I
REFlJ(O lCA)1
OIJECT IONS I
AOftIH-
1STRAT1VE
CORRECTIONS I
INlERESTI
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To fulfill the r.qulnunll of s.cUon 21'S IbJ 0' the rnt.,.ltlnCe end Est.t. '111I Act, Act Zl 0' 1991. (72 P,I.
section 211'5),
D.t.ch the top portion 0' thlt NoUce e;nd lubIIlt ..1th you,. p.y..nl to the bllllt.r of WUh prInted on the
r.".r.. ,Id..
-- HIIk. chKk or ltOMy order p.yabl. tal REGISTER OF MILLB, AGEHT.
All p.pent, ncelvld ,hlU bl .pplled flnt to ....y Int.,...t which ..., bl ... with en., ,...lnd.r applied to thl t...
, r.fund 0' . hie credit ..., bl r..,..tld by cOllPhUrtg en "Appllcltlon for R.food 0' Pwv....,1"."..
Inheritance Md Eat,t, 'IX" (REV-nUl. Appllutlonl It. IYIllable It thl Office of the RIlIhhr of WIUI,
."y 0' thl U R.venue Olstrlct Offlu. or 'rOIl the D.p.rtl....t', Zft-hour M....rlne ..tvlu nuab.n 'a,. for.. orderlnGII
In Pem..,h,....11 1-100-)62-2050, outlldl P.",....,l"....I. find within loul Hlrrlsburg ar.. (717) 717"1094,
TOO. C7J7) 772"2252 IH..rlng I.palrld Only).
Anv partv In Int.r..t not ..tlsfl~ with tM ..........t of tall a. .hown on this notlc. aav object within
abtv 160) daVl of r.celpt of this Nolle. bVI
--wrlttan prot.st to th. PA D.p.rt,,,,t of Ra"anus, loard of Appa,ls, Ospt. 2IUZI, Hsr,.hbUrg, PA 17121"1021, OR
--al.cUng to h.". th. .att.r d.taraln.d at audit of th. parsonal raprllantall"., OR
--Dpp.al to th. Orphans I Court
Faot-u.1 .rrora dlscov.rad on this .......ant Ihould ba Itddr....d In ..rlUno tal PA O.p.rt..nt of RaVlnu.,
au,.."" of Inctlvldual Tau., ATTNI po.t A.......nt R.vl." Unit, D.pt. 210601, Ulrrlsburg, PA 17121"0601,
Phon. (717. 717-6505, S.. pig. S of the bookl.t "In.tructlons for InhlrU."c. Tall R.turn fa,. II Ruld.nl
Ole.dan'" (REY-l5olJ for an allplanlUon of IdalnlstnU".h cartlctlbla .rror..
Addltlonll Pannsvlvanl_ Eltet. Tall .......d as a rllult of a chengl on the F.d.r_l E.t.tl TI. cluing
I.th,. b.co... d.Unquant at th. ,1lpl,.aUon of on. (1) aonth frOll the dltl tM final notlCI of the Incn...
In Fldaral E.tat. T.1I Is r.c.I".d,
T.... which bac... dallnqu.nt b.fo,. Janulrv I, .912 b..,. Int.rut at th. r.t. of .IM "X) p.rc..,t p.r .",..
calcuhtad .t a daUy r.t. of .0001'4. All lalll. which b.ca.. d.lInCNant on or .fta,. Janua,.v 1, 1912 ..Ul b..,.
Int.r..t ,t a r.t. ..hlch will va,.y ,,.oa calanda" Yllr to ell.nda,. Y.lr with thllt "ata announcad bv the PA
D.pa,.ta",t of R."..,.".. ThI appliCable Inl.,...t ,.at.. '0,. 1912 th,.ough 1995 ''''1
'taIu: Int.,...t Rllt. ""llv Int.....t F",~",,' Xut Int.....t Allt. ".llv 'nt.,...t F.u!:tn,.
1982 20X .000548 1917 OX .000247
1985 lOX .00001 1911-1991 IIi( .ooonl
1984 II~ .10asOl 1992 .~ .110247
1915 UX .100356 1991-1"" 7~ .000192
1986 10:< .IOU7" 1995 .~ .000247
--In",...t I. calculat.d .. followll
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTDa
--Any NoUn Inulld aUa,. tha tall beca... delinquent ..Ill ,..flact 8n Jnta,...t uleulatlon to flIt..n (15) da~.
b.yond thl data of thl ........nt. If plly.llnt Is ..d. aft.r the Int.,.lIt co.putallon data .hown on the
Hollca, additional Int.r..t au.t bll calculat.d.
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STA'l'lJS III,PUHT UllllEII HULE 6. 12
lIame of Decedent I BLANCHE E. ISELE
Date of Deathl August 26, 1994
Will 110.
Adml n. No ,-1jl94-0.Ql!!..L-_
Pursuant to Hille 6.12 of the Sllpn~lIln COlIl't Oqlh.,ns'
Court 1111 lee, 1 I'oport tho followlng wlth rospp.ct to eomploUon of
the aLlllllnistratiulI uf UtA i1IJOva-I:/lpt.!OIlOc! Ullt.ltOI
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1. State whethfcn' ildministl'atioll at the estllte j,ll l:UmplOl,lq
Yes~__ 110______
2. If tho .1nnw.,,' In /lo, !'tilto whnn tho pOI's'"1I11
representative reasollably believes that the aLlmlllJlltrntion will bo
completel
J. I( the answer to No. 1 Is Yes, Ilt.lte tho followingl
a. Did the personal representative file a finnl
account with tho Court? Yos No X
b. Tho ROpilriltO OI'(JI\i1ns' C"II1:t No. (If "ny) [UI:
the personal represelltatJ.vo's account JSI
c. Did the pOl'sonal rp.pros'Jnt.,tivo state 11I1
account informally to the partion in Jnto1'ust" YOIl X No
d. Cop ion of receiptll, rel'i'llses, jolndel:s and
appr.ovals of formal or informal accounts may be filed with tho
Cerk of the Orphans' Court and may UEJ.l" t tileh(~d to thill report.
~~/i.I.'''' t: ,C2t ,i!.~ -
Signature .
. -.'...f....").,..f... ~J"'{7t:;:--
V .li'-.!/os_ p)1_.H.ll..E --;:,<! ---'-'J- -__
/lama (Pia/JIll! typo 01' pr nt)
Dntel~'~~~J
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111 N. Front st., P.O. Box BB9
AlJi!ressu'-'----'---' -,.
Harrisburg, PA 1710B-OBB9
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Cdl'aeity' _L....l'ol'sonal lIeprOlwntatlvu
(N/\l\lrlllt.'AM,))
Counsel for personal
represp.ntlltlvo
1<1/-27