HomeMy WebLinkAbout94-00889
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PETITION FOR PROBATE llnd GRANT 01" LETTERS
No. _dL-1 if. - R /? '1
To:
Register of Wills for the
Deceased. County of -t:UMBKRI.AN1)-- In the
Social Security No. 209-1,4-5859 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that: IlARBARA A. HORAN
Your petltloner(s), who Is/are 18 years of age or older au the exeelltt:!x-
In the last will of the above decedent, dated Apr 11 1n
and eodlell(s) dated
Estate of GeOn!" F. lIyrd. Jr.
also known as
named
. 19-\12-
(51ale relevant drCllmslanC~51 e.l. renunciation, death uf tl<<Ulor, etc.)
Cumberland
Decendeat wasdomlclled at death In New Cumberland Boroullh, County, Pennsylvania, with
~ i 0 last family or principal residence at 1,9 Prvxd P!aQv. No'.' CumbBrlaRd,
_ Cumberl8Rd County, Penns(,I~8n!a
(I 5lltrecl. number and munclpallt)')
Decendent, then 4n years of age, died Aug"or I ,19 Q~ ,
at T of aht'\n Pn,....lIg'" 1 .
Except as (allows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of II killing and was never adjudicated
Incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property
(If not domiciled In Pa,) Personal property In Pennsylvania
(If not domiciled In Pa.) Personal property In County
Value of real estate In Pennsylvania
situated as follows:
$
$
$
$
-412, 000. ,,"
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codlell(s)
presented herewith and the grant of lellers tcstamentary
(leslamenlory; admlnlslrallon c.I.a.; admlnlstrlulon d.b,n.c:.I.a.)
theron.
It 14,~::1.. ~ort>r MI/1L)
1!.g 49 Drcxel Place
"'e New Cumberland. PA 17070
-::to.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petltloner(s) above-named swear(s) or afflrm(s) that the statements In the foregoing petition are
true and correct to the best of the knowledge and belief of petltloner(s) and that as personal represen-
tatlve(s) of the above decedent petltloner(s) will well and truly administer the estate a cording to law.
Sworn to or affirmed 1and,
before me this 9TH
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LEWIS Register
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N ~ 1 - 94 - BB9
o.
Estate of GEORGE F. BYRD. JR. aka . Deceased
GEORGE F. BYRD
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 20, 19~, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated APR I L 30. 1992
described therein be admllled to probate und n1ed of record as the last will of
GEORGE F. BYRD. JR aka GEORGE F. BYRn
TF~TAMFNTARV
BARBARA A. MORAN
and Lellers
are hereby granted to
Will Book H
Page
7Jf47~fJ.';:t::" (J/l1BI;,fh'
MARY C. LEWIS
FEES
Probate, Letters, Etc. ... . . . . .. $
Short Certlficates( 6) "" . . . . ., $
Renunciation ................ $
X-Pages $ 6.00
JCP 5.00
TOTAL _ $ 7Q nn
Flied ..,.. P.~TQP.E.~ . ?P... . m.~ . . . . . . . . . .
50.00
lB.On
Robert G. Radebach. Esouire #19255
A TIORNEY (Sup. Ct. 1.0. No.)
101\ N FT'nnfo~'" I HnT'T'iAhllT'Rr PA 17101
ADDRESS
(7'7) 734-5600
PHONE
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Mailed letters and order to attorney on 10-20-94.
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SSA No......................
Name in full ' .~!'.r.&~. f.~I!I}~.i.l!. ~r.r:41. J.t: ~ . . ... .... . .. . . . ... . . .. . .. . . .' Age.... .~q. . . . . .
Date and Pluce of Blnh. ..July. .8, . 195!l...Pennsylvania...U . S.A........ .... .. . . .. ... .... . ~ I !a
Evidence of U.S. Citizenship J.'lIIlJlPor.t .1:'386.618. iasued .Febmary. .12,.1985 in Philadelphia ~ .
AddresJ In U.S.A. 49. P'J;e~e1.1'1... .New- .CUmberland, .PennsyhlOnin...................... -I
~Temporur)' Audre" Abroau. .Av.. .Sabaia...7.37.:-..2.F...Monte.Eatoril....por.tugal '
Datel: death... Al!8':I!l.t............ .J....... .............. Q1: ~~. .11,.1)1.............. .1..99~.....
cMonlh) (Day. <<nDUrl IMmule) tYcarl
Place of death.. .!'!ll'r~.!lh .Ot'..&.. fr.nnciIl.Go. ){a1/!eL...... .14l1AOO.......... .l'or.tu~al...
CNumber and Ilreell or I HOipual or hOlel1 ICilY) ICounlrY'T
Cau~c of Jer.th. ,Not. I..tater! J.D. Pm:tU'1leee. Denth .CerHfjr.a\:e. no, .11717., i ~R',,,d ...
Ilncludin,llulhonl)' for ,ta:lenlenl-lf rllillcl.tn.InCliicTe full nv,ln: ana 0 ftOlL 1111 . .; . \'1
._~&\!'!~..~l. ~9.~4. !>y..~!.1!!..~~!.1. j:;f,vf1. J!llg~~t;I,)'.Q.(t'~s:.~ .ip. J..f,~PPJh .Pp.I:tl,lgllJ........ .
Disposition of the remains.. Shipped .to..the. United .states. fm: .burial............. .....
21 C)Ioll~' "'1l8M.9 ,... .., "
(fa_MillY n..1921
DIn. O' ITAn
SOllO-I02
REPORT OF THE DEATH OF AN AMERICAN CITIZEN ABROAD
. AmeriC!ltl.I!.rni?!lI;l!ly,.H:j.!lI?O~I. .!,~r!:~gaIJ,A~gus.~..8J..1994
Il'ou &. dale of il5uel
---.... ..o. ..... .~.._...... ....... ......... .... ..............................................
Local law governing disinterment of remains provides that. _ _ . RL/!... . . . . . .. . . . . .. . . . .. . . . . . . . . . . .
.-....................................................~....................................
Disposition of the effects.;l:n. <:\lIl.t.qcJY. .QJ; . f!l.t.:iJ!l<I. .R~tll~...ws. ~{IlI&~fi!P.t,}?YIl.t.~l}. ~..15,. . .
Portugal BranclI
Person or official responsible ror custody of effects and accounting tlierefor -.. F.atilna .Reis......
--...--.--........-...-......--.......-....--...-..--..-..--..--...........--..-........-..
Traveling/~ubroad with relatives or friends liS follows:
NAME ADDRESS
._.~9n~.................... ~y." .~!lP.Q~~J. n7:-'/...~ I.MQl}t:f!. .~t:9J:';l.~. ..p.QJ;t:\l&!!t........
Informed by telegram or telephone
NAME ADDRESS D,UE SENT
._.. ....... .tJl A.............
..............................-............
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Copy of this repon sent to:
NAME M'ORESS
Barbara Moran (sister) 49 Drexel Pl.
.-.................-........... ..........................................
._.................. ......... ........ R~~. 9}1,1l!l?t!J:'.1.qI)9~. .~~........... .................
._.f!l.t;.~..~~!I..<:!9..~... ........ .~~ .1?l1!I!~. !I.q.f9n!!~~!l.......... .e.!I&1!~t .!!l. ~9.~4
. . . C. E Torres. de Lisboa Portul!al
Notification or copy sent to Federal AgenCIes: SSA v " :cS~ Other
. ISlale ^Jencyl
The originul copy of this document IInd information concerning the effects lire being placed in the
pcrmanentliles of the Depanment or State. Washington. D.C. 20520.
Remllrk~: . .~~~!Ip.l?~~. .~!!~~~)..~~~. !I.\)4. ~!!.t;.~.e.IU9. .~!'PAJ;q. ~.QJ;ql). . . . . . . . . . . . . . . . . . . . .
DATE SENT
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.-....-............................................................................ ...........
, .. ............................................ IContinue on reverse if nec~ssary.)
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Jer y . a e Illnalure on a I COPIU'
(SEA',) Vi e C s of the United States of America.
AddllllJnal cminttJ copies ...:il,hle from AUlhcnucauon Officer. Depanmenl of 5lale. Wuhin'lon. D.C. 20'''0. Each copy $10.vO
. l. J. GD\'I:Il:\\It~T PlIlHTlfliO OFrsCI: I I'U lJ, I l.aH IUIII
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21 - 94 - 889
K NOW ALL MEN B Y THE S E PRE S E N T S:
THAT I, GEORGE F. BYRD, of Framingham, in the County of Middlesex,
and in the Commonwealth of Massachusetts, do make, publish and declare
this to be mY Last Will and Testament, hereby revoking all wills and
codicils heretofore made by me.
After the payment of mY just debts, funeral expenses, expenses of
mY last illness, estate, succession and inheritance taxes, and expenses
of administration, I give, devise and bequeath as follows:
ARTICLE FIRST: I give, devise and bequeath mY entire estate, real,
personal or mixed, wherever situated, of which I may die seized or
possessed, or in which I may be or become in any way entitled, or have
any interest, equally to mY sister, BARBARA A. MORAN, of New Cumberland,
Pennsylvania, and ERIN C. MORAN, of ;tJU<) ~ /4---- If
either aforementioned persons were to predecease me, then the share due
that person shall go to the remaining surviving person; if both Barbara
A. Moran and Erin C. Moran were to predecease me, then to my
brother-in-law, THOMAS A. MORAN,of f1}~~fJ.
ARTICLE SECOND: I appoint BARBARA A. MORAN to be Executrix of this
Will; and if she shall fail to survive me, decline or cease to serve. I
appoint THOMAS A. MORAN to be successor Executor. I direct that no bond
or other security shall be required of mY Executor for the faithful
performance of his duties in any state or jurisdiction. or if any bond
is required, no surety shall be required.
ARTICLE THIRD: My Executor shall have full power and authority to
sell, either at public or private sale, or to exchange. lease. pledge or
mortgage, in such manner and on such terms as he deems advi sab Ie, any or
all property, real or personal, in mY estate, and to execute all
instruments necessary or proper for these purposes; to compromise
claims in favor of or against my estate on such terms as he deems
.
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advisable; to make distribution of property in kind; to retain any
securities or other property owned by me although the same may not be
considered a proper investment, and generally to do any acts and execute
any instruments with respect to such property as if the absolute owner
thereof. If any payment or other distribution under the provisions of
this Will is to be made to a minor, the Executor, in his sole and
absolute discretion, may Inake any such payment or distribution directly
to such minor, or to the guardian or to the relative of such minor, and
the receipt of such minor or other person shall be sufficient evidence
of the discharge of the obligations of my Executor. Any distribution
made on behalf of a minor shall constitute a payment 1n trust and shall
require such trustee to make payments out of corpus and income only for
the benefit of such minor, and to distribute corpus and income in full
to such minor upon his reaching the age of eighteen.
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IN WITNESS WHEREOF, I, the said GEORGE F. BYRD, have hereunto set
my hand and seal this EO day of ~
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Signed, sealed, published and declared by the said GEORGE F. BYRD,
as and for his Will, in the presence of us, who, at his request, in his
presence, and in the presence of each other. have hereunto subscribed
our names as witnesses thereof.
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COMMONWEALTH OF MASSACIfUSETTS
County of Middlesex
Date:
BEFORE ME, the undersigned authority, on this day personally
. appeared GEORGE F. BYRD,
and
known to me to be the Testator and the witnesses respectively, whose
names are signed to the foregoing instrument, and, all of these persons
being by me duly sworn, GEORGE F. BYRD, the Testator, declared to me and
to the witnesses in my presence, that the instrument is his Last Will,
and that he had willingly signed or directed another to sign for him,
and that he executed it as his free and voluntary act of the purposes
therein expressed; and each of the witnesses stated to me, in the
presence of the Testator, that he signed the Will as witness, and that
to the best of his knowledge, the Testator was eighteen years of age or
over, of sound mind, and under no constraint or undue influence.
Witness
Wi tness
TESTATOR
I
,.
Subscribed and sworn to before me by the said Testator and the
said witnesses this
day of
, 1992.
Notary Public
My Commission expires:
21 - 94 - 889
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil o' ,0
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testp' , sign the same und that signed as a witness at the
request of testa. In ~ presence and (In the presence of each other) (In the presence of the
other subscribing wltness(es)).
Sworn to or affirmed and'subserlbed berore
me this day of
19_
(Name) "
//
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'Address)
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Register
."-
(Name)
(A ddress)
REGISTER OF WILLS OF CllMRFllt ANn COUNTY
OATH OF NON.SUBSCRIBING WITNESS
." r?o($.r:rn G. f?f)[Jf(3A(I;f
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
THEY ARE familiar with the signature of GEORGE F. BYRD. JR a/k/l\
GEORGE F. BYRD ~<<~N
testat-OL of (~lOO(~K~X~HIlKN~XX~U'&ll*:\lXXo:) the will
)t t3I1R13/1Ul TJ. /!1()REJAI
that
THEY
presented herewith and
~<<~H
believes the signature on the will Is In the handwriting of
GEORGE F BYRD, JR. a/k/a GEORGE F. BYRD
to the best of THE IR knowledge and belief.
Sworn to or affirmed and subscribed before JJ~~ / J. 'JJtIytl4J
me this 19TH day of l~t1iNQI e)
~(O);TOBl:R 1"77\19.~ ~ _______
7;fJIIA~ .d:Yf.JI.d,,~_Q"""'ftIm. r )
TMAflY C, LEWIS r Register
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. r (i4ddress)
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NAME OF DECEDENT:
DATE OF DEATII:
WILL NO.:
Georl!e F. Bvrd. .lr.
AUl!lIst 1. 1994
ADMIN. NO.: 1994-00889
TO TIlE REGISTER:
I certify Ihal nOlice of beneficial Interest required by Rule 5.6(a) of Ihe
Orphans' Court Rules was served on or lIIailed to the followlIIg beneficiaries of Ihe above-
caplloned estale on October 3. 1994 :
~
Notice bas been given to all persons enlitled Iherel
NONE
Date: November 10. 1994
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Nallle Robert G. Radebach. R~ouire
Address 105 N. Front SlI'CCl
Harrisbnrl!. PA 17101
Telephone (717) 234-5600
A Connsel for Personal Representative
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REGISTER 01<' WILLS 01<' CUMUERLAND COUNTY, IJENNSYLVANIA
INVENTORY
Eslote of Georl!e F. Bvrd. .Jr.
olso known os
, Deceased
No. 1994-00889
Dole of Death AUl!ust 1. 1994
Social Security No. 209-44-5859
P"rRnnal RepreStnl.tiVC:(II) uf lhc ahuve filial", dCl:CaHed, If.:ri')' Ih.l du! Ittll1H 'pre.rint: in the fitUnwin!: Inventory include
an (If the rerannal IfUI4:t11 wherever Ritual,., and .11 uf the real cstal1! In the CUlIlInnnwc.lth ur Pennsylvania ur fiaid Otccdcnt,
that the v.luation "laced uprUldtt each item uf ".id InVtnlury n:l'I\!Hcnls lIS f.ir value .ft ur the tlal" nf the Da:edent'.
death, and that Oectdcnt nwntd nn real tRIaIl! uutHide uf the CUllunnnwcalth ur PennN)'lv."I. cXCc:pl th.l which -preln in .
memurandum at the end of till" inventnry. I/We verily dlat the MlalCmcnbt made In Ihlll lovcnlury arc InlC .nd curre.:l.
IIW" undcntand that f.l,", statements herein ...., mlllc HuhJect In the ptn.lIles ur 18 I).. C.S. Secl1nn 4904 relating In
unRwnm l.tRiflcation tn aulhnriticlI.
Name uf
Anomey:
1.0. No.:
Add..ss:
Ruben a. Radehach. ERuulre
19255
fit,:~:n~~lrWIOI
Daled
"1.)Rf{iO$'.""~.~1t..'.J!l",<t~~.".",-,"". '_._....._...._.."".."-',..,,..>.-"..""r.i'"'-.C';....t~~oti~"<t't:.-"jt'r~'.,,'(.~...<.-...<
Telephone:
nt 71 234.5600
D....rlptlon
Ca"":
Governmentl!l! Savings DOlld No. CI152272811!1!.
Sloo.oo, with a 000 valuo of S93.52
2 Govemmenll!l! Savlllgs Dond No. CI135276641!1!.
SIOO.oo. with a 000 valuo of S93.52
3 Government I!I! Savings Dond No. CI07761775EI!.
Stoo.oo, with a OOD valuo of S93.52
4 Governmenl EE Savillgs Dond No. C87239140EE.
SIOO.oo, with a 000 valuoof S100.64
5 Government I!E Savlllgs Bond No. C822410921!1!.
Sloo.OO, will. a DOD valuoof S100.64
6 Governmentl!l! SavlngM Dond No. C794871051J1!.
SIOO.oo, with a 000 valuo of Sloo.64
7 Oelco Insurance Company.. NfuntJ ur car InRurance
premium
8 Government EE Savings Bond No. C12500680JlJIJ.
Sloo.oo. with a DOD valuo of S90.12
9 Guvernment EE Savings Bond No. C12096603SEE.
SIOO.oo, with a 000 valuoof S90.12
10 Governmenll!l! Savillgsllond No. C115787344EIJ.
Sloo.oo, wilh a 000 value of S90.12
II Governmentl!E Savings BOlld No. C91561709IJIJ.
Sloo.oo, with a 000 value of S97.oo
t7070
Vulu.
93.52
93.52
93.52
100.64
100.64
100.64
309.89
90.12
90.12
90.12
97.00
12 Oovernment IlB S.vlnG" Bond No. C91508S41BIl. 97,00
SIOO.OO, willi. 000 v.lue or $97.00
13 Internll Revenue S.rvke ..x rerund 930.41
t4 AlIlericln Blpre.. Trav.ler. Ch..k. 2.040.00
15 M....chu..l.. D'rl. or Rev.nue Tax R.rund 36.00
16 S.vinGI Acct. .1152.843-0 In n.y n.nk in the 33.26
Crinclrll 'lIlount or S37.70 tIUlln,.re.1 or S.06
'"" lIlonthly ch.rG.I of S4. 0
17 Sh.... s.vlnJj" Acct. .19819.00 In Melllher. INI 2,672.50
F.d.ra1 Cre It Union In the principII .IIlIlUnt or
S2.672.27 plul S.23 Int.re.1
18 Ch..kinG Accounl "9819.11 in M.lIlh.r. Flral Fed.r.1 2,197.15
Credit Union in the princip.1 .mount or S2, 196.27
plul S.18
19 American Tire &. Service Co. refund ....lld!!
Suh,otal 9.284.45
Mlleen.neoul P....onal Prop.rty,
20 1998 Chryll.r L.B.ron (nolln runninG ord.r) .otd 100.00
to M.tthew O. Dowling. (VIN No.) 2FAnP0449FB192663
2t COlllputer .nd printer valu.d.t SI,ooo.OO 1.000.00
Suhlotal 1.100.00
Stocka/L1lted:
22 IDS Dlleov,ry Fund, Inc.. Acct. No. 1,368.67
o00o-oo I t .8430-71 05.8.002
000 value orSI,368.67
23 Capital Mortgage Plus. hecaulIe partnership 1,500.00
inCerelts are nol openly traded, a date or death
value cannot he detcnnined, however, the value aM
or 8/31/94 il SI.500.00
24 IDS Ilquily Plu. Fund, Inc. Acct. 2,831,79
??oo.00 I 0-4430.7105-4.002 000 v.lue or S2,83 1.79
25 IDS Cash Management Pundt Inc. Acct. 3,827.45
??oo.0010-3430.7105-3.002000 v.lue or S3,827.45
26 Carlyle Income Plu8, Lid., II Acct. - hecauRCI 625.00
rartncrahip Inlcrestll arc not tradtd In the open
markel, the dalc of death value cannut he
detennined, however, the value 18 uf 8/31/94 18
$625.00
27 IDS Progressive Fund, Inc. Accl. 579.93
000-0010-8430-7105.0-002000 v.lue or $579.93.
28 IDS - Shurgan! Incollle Growth p.rtn.",II. Accl. 1,365.04
??oo-0998-7137-6476-4035. n.c.u.. p.rtne",hip
inlcrcsts arc not traded in the opcnmarkct, the
dalc of death value cannot he dctennincd. The
v.lue.. or 8/31/94 i. $1,365.
I
REV- 'SUEX+ (z.a7)
cO"'l'I.mum{\a~~AN'A
ESTATE OF
Ceor B F. B rd Jr.
ITEM
NUMBER
55' 209.1,4 -5859
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
I
A. Taxable a.quesls:
Barbara A, Moran
49 Droxel Placo
New Cumberland, PA 17070
SCHEDULE J
BENEFICIARIES
FILE NUMBER
08 01 1991,
slater
1/2 roaldue
2
Erin C. Moran
49 Drexel Placo
Now Cumborland, PA 17070
nloco
1/2 roa Idue
B. Charitable and Governmental Sequests:
NAME AND ADORESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
I
I
f'
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also onter on lino 13. Roca hulation)
(If mar. space Is needecJ. il\".n additional sheets ar same sl%e.)
Copyright Cc) 1994 'Ofm soflw.,. oN)' CPSyslema.lnc.
-"':T"~:.~'-' - .,' . ,- - .....,..
s
0.00
Form 1500 Schedule J (Rev, Z-87)
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FOR DAlES OF DEATH AFTER 12/)1191 CHECK HERE
IF A 5POUSAL
rov RlYC IlI!iC AIM
FILE NUMBER
flEV . 1500 E)( f 11.94)
. ..
1'1 -,'2 'II / :)-
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
r!:t.1
CnUNTYCODE
C P
o 0 NAME
R N
R D Earl Richard Etzwollur
E E
S N TELEPHONE NUMBER
T 717-234-5600
1. Real Eslale (Schedule A) 1
2. Stock. and Bond. (Schedule B) (2)
3. Clo.ely Held StocklPartne..hip Inte,e.1 (Schedule C) (3)
4. Mortgage. and Note. Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) (5)
6. Joinlly Owned Property (Schedule FI (6)
7. T,an.'e.. (Schedule G) (Schedute L) (7)
8. Total Gross Assets (total Lines 1-71
9. Funeral Ellpenses, Adminislralive CoslS, Miscellaneous
Ellpenses (Schedule H)
10. Debts. Mortgage Liabilities. liens (Schedule l)
11. Total Deduclions (tolal Lines 9 & 10)
12. Net Value of Eslate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub ect to Tall (line 12 minus Line 13)
15. Spousal Transfers (lor dales of death afler 6-30-941
See Inslructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amount of line 14 lallable at 6'/. rate
(Include values from Schedule K or Schodule M,)
17. Amount of line 14 tallable at 15'/, rale
(Include values from Schedule K or Schedule M.)
lB. P,inclpalt., due (Add tax from Line 15, 16and 17,)
19.Credils/Sp Poverty Prior Paymenls Discount Inler051
0.00+ 0.00 + 0.00 0.00
20. If line 191s grealer than Line 18. enter Ihe difference on line 20, This is the OVERPAYMENT.
[!J ~ ICheck here If you a,e reque.tlng . refund of your overpayment.1
21. If Line 18is greater Ihan Line 19. onter lho difference on Lin& 21. This is Ihe TAX DUE.
A. Enter the Inlerosl on the balance duo on Line 21A,
B. Ente' the total a' Line 21 and 21A on Lln. 21B, Thl. i. the BALANCE DUE.
Make Check pa able to: Re Ister 0' Willa, A ent
. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
Under penallleset perjury,l ded.f.thltl h.v. ."mlned this return,lncludlng Iccemp.nylng IIchedule!ll.nd st.te"",nls..nd to the bllst of frr'f knowledge .nd bell.t.ltl!llllue,
cOflecl.nd complete. I decl.relh.l.lI le.1 esllfe h.s been repolted It !rue mark"t vIlIL", Oeel'Flllon 01 prf'p.rl!ll elhel lhln the ptnloOlI leplesl!lnl'llvl!I" based on 11IInlormaflon
01
which prep.fef hiS Iny knowltKtgll,
CAB
H P L
E P 0
C R c
K 0 K
P 5
ca"~F~~~th!'\/li P,f1M!Il~l'N"
HARRlsR5~g,~~~lze .01>0 1
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T
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INlfIAL)
Ii rd Goor 'I! 1,-.
50CIAL SECURITY NUMDER OAfEoFOEAHt UATEOfUIIHIi
209-44-5859 08/01/1994 07/08/1954
DECEDENT'S C:OMPLETE ADDRESS
I,l) Ikoxol PIneu
Now Gumhurlnud,
Count Cumhur lund
(IF APPlICADLEI5URVIVING SPOUSE'S NAME (LAST ,FIRST AND MIDULE INITIAL} SUCIAL :,ECUWfY NUMDER
2. Supplement"l Return
4a. Future Intore~t Compromise
(lor dales of de.lth after 12.12~82)
~ 6. Decedenl Died Teslate D 7. Decedent Mollnt,lined a liVing Trust
(AUach co of Willi IAllach a co of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
X 1. Original Relum
4. Llmiled Estale
05.
B.
R
E
C
A
P
I
T
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L
A
T
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N
COMPLETE MAILING ADDRESS
Etzw" \lllr & Raduhnch
105 N. Front St.
HarrlNhur PA 17101
Nona
26,390.08
Nono
Nono
10,381..l.5
Nono
Nono
(9)
10,1.7I,.27
(10)
15.71.8.43
(1s)
0.00 X
o . 00 X ,06 ,
0.00
(16)
T
~
'7'-1
~rS'C
NUrDER
YEAR
PA 17070
AMOUNT RECEIVED 15EE INSfRUCTlONS)
0.00
Remainder Relurn
(tor dales of death prior 1012-13.82)
Federal Estale TalC Return Required
Tolal Number of Sale Deposll Bous
(B)
36,774.53
(11)
(12)
(13)
(14)
26,222.70
10,55l.83
None
10 551.83
,
O.OD
1,582.77
(17)
10,551.83 X .15'
1 ,582 . 77
C
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P
U
T
A
T
I
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N
(IB)
(19)
(20)
0.00
0.00
(21)
(21A)
(21B)
1 ,582 . 77
0.00
1,582.77
DATE
1,9 llr"xu! Pi"e"
Nu-w - ci.a"niboi--iui,d: - i'ii" i iojif" - -. - - -.. - - ". -.. - -..
DATE
Etzwellor & Rudobuch
iiis 'N': -Fi-o,it - iii: - - - -.. - - - - - - - - -.. - - - - -- - - -..". - -.
Harrlshure, PA 17101
Form 1500 tRllv.1.94)
, ,
.
.
Act N48 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
-3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
-2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
-1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/96
-Spousal transfers occurring on or after 1/1/98 will be exempl from Inherllance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS,
YES NO
1. Old decedenl make a transf., and:
.. retain the us. or Income of Ihe property transferred, .
x
b. "taln the right to designate who shall use the property transferred or 115 income, . . . . . . . . . . . . . . . . . . . . .
x
c. retain a reversionary inler.sli or .
x
d. receive lhe proms. for Iii. 01 either payments. benefits or care? . . .
x
2. If death occurred on 01 before December 12. 1982. did decedent within two years preceding death
transfer property wilhout receiving adequale consideration? It death occurred atter Oecember 12.
1982. did decedent lrans'" property within one year at death wilhout receiving adequate
consideration? . . . , . . . . . . . . . . . . . . . . . . , . . . " .. , . , . . . . . . . . . . . . . . . . . . . . .
x
3. Old decedenl own an 'in lrusl for' bank account at his or her death? . .
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Copyright (c) '994 form soltware 001)' CPS)'ltems.lne,
Form 1500 (Aev. 7-94)
. .'
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K NOW ALL HEN 0 Y TilE 5 E PRE 5 E N T SI
TIIAT I, GEORGE F. oYRO, of Framlngham, In the County of Hlddlesex,
and In the Conmonwealth of Hassachusetts, do make, publish and declare
this to be lIlY Last Will and Testament, hereby revokIng all wills and
codicils heretofore made by me.
After the payment of lIlY Just debts, funeral expenses, expenses of
lIlY last Illness, estate, successIon and Inheritance taxes, and expenses
of admInistration, I give, devise and bequeath as follewsl
ARTICLE FIRST: I gIve, devise and bequeath lIlY entIre estate, real,
personal or mixed, wherever situated, of whIch I may die seized or
possessed, or In whIch I may be or become In any way entItled, or have
any Intorest, equally te lIlY sister, oARoARA A. IIORAN, of New Cumberland,
Pennsylvania, and ERIN C. HORAN, of /tlwo ~ 1""....... If
either aforementIoned persons were to predecease me, then the share due
that person shall gu te the remaIning surViving person; if both oarbara
A. Horan and ErIn C. Horan were to predecease me, then to ,;
brother-In-law, T1loHAS A. MORAN, of AJIA,;~'ti1..
ARTICLE SECONO: I appelnt oARBARA A. HORAN to be Executrix of this
WIlli and If she shall fall te survive me, decline or cease te serve, I
appoint T110HAS A. HORAN to be successor Executer. I direct that no bend
or ether security shall be required of lIlY Executor for the faIthful
perfermAnce ef his dutIes In any state or JurIsdictIon, or If any bond
Is required, no surety shall be required.
ARTICLE TltIRo: I\y Executor shall have full pewer and authority to
sell, either at publIc or private sale, or te exchange, lease, pledge or
mortgage, In such manner and on such terms as he deems advIsable, any or
all property, real or persenal, In lIlY estate, and to execute all
Instruments necessary or preper fer these purpeseSI to compromIse
claims In favor of or agaInst lIlY estate on such terms as he deems
. ..
.'
-
.2-
advisable, to make distrIbution of property In klndl to retain any
securities or other property owned by mo although the SAme may not be
cOIIsidered a proper Investment, and genel'ally to do any acts and execute
any Instruments with respect to such property as If the absolute owner
thereof. If any payment or other distrIbution under the provisIons of
this IIf II Is to be made to a minor, the Executor, In his sole alld
absolute discretion, may make any such payment or distrIbution dIrectly
to such ,nlnor, or to the guardlall er to the rolatlve of such mfnor, alld
the receipt of such minor or other person shall be suffIcIent ovldence
of the dIscharge of the Obligations of mY Executor. Any dIstrIbution
made all behalf of a mlllor shall constitute a payment fn trust and shall
require such trustee to make payments out of corpus and Income only for
the belleflt of such mInor, and to dIstribute corpus and Income In full
to such minor upon his reachlllg the age of eIghteen.
IN IIITNESS II11EREOF, I, the saId GEORGE F. BYRD, have hereunto set
mY hand and seal this 30 day of tALP
Signed, sealed, publIshed and declared by the saId GEORGE F, BYRD,
as and for his lillI, In the presence of us, who, at hIs request, In hIs
presence, and In the presence of each other, have hereunto subscrIbed
our names as witnesses thereof.
..~~"'--:.--..': -:
I
.
.
.
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COMMONWCAl TlI OF HASSACIIUsms
County of MIddlese. Datel
DEfORE ME, the unders lunod authority, on this day porsona lly
appeared GCORGE F. DYRD, and
known to me to be thu Testator and the wItnesses respectIvely, whose
names are signed to the Furegolng Instrument, and, all of these persons
beIng by me duly sworn, GEORGC r, DYRD, the Testator, declared to me and
to the witnesses In my presence, that the Instrument Is his last Will,
and that he had wtlllngly sIgned or dIrected another to sign For hIm,
and that ho e.ecuted It as his Free and voluntary act of the purposes
therein e.pressed; and each of the witnesses stated to me, In the
presence of the Testator, that he signed the WIll as witness, and that
to the best of his knowledge, the Testator was eIghteen years of age or
over, of sound mInd, and under no constraint or undue Influence.
Witness
Witness
TESTATOR
SubscrIbed and sworn to beFore me by the said Testator and the
said witnesses this day of , 199Z.
Ilotary Public
My CommIssIon e.plresl
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REV. "OJEX. (4.86)
SCHEDULE B
STOCKS AND BONDS
COt.ltl.m~.;\,w.wNhY'N"
ESTATE OF
FILE NUMBER
SSII 209 -/j/j - 5859
08/01/1991,
GeDrge F. Byrd Jr.
(All ro 0
ITEM
NUMBER
I
otnll -owned with RI ht 01 Survlvo..hl mUll bo dllclolod on Schodulo F.)
DESCRIPTION
VALUE AT DATE
OF DEATH
1,368.67
IDS Discovery Fund, Inc.,
Acct. No.
0000-0011-8430-7105-8-002
000 vaiue of $1,368.67
2
Capital MDrtgage Plus -
because partnership
interests are nDt Dpenly
tradsd, a date Df death
valus cannot bs determined,
hDwever, the value as of
8/31/94 is $1,500.00
1,500.00
3
IDS Equity Plus Fund, Inc.
Acct.
0000-0010-4430-7105-4-002
000 value Df $2,831.79
2,831. 79
4
IDS Cash Management Fund,
Inc. Acct.
0000-0010-3430-7105-3-002
000 value Df $3,827.45
3,827.45
5
Carlyle Income Plus, Ltd.,
II Acct. - because
partnerahip interests are
nDt traded in the open
markat, the date Df death
value cannDt be determined,
however, the value as of
8/31/94 is $625.00
625.00
6
IDS Progressive Fund, Inc.
Acct.
000-0010-8430-7105-0-002 000
value Df $579.93.
579,93
7
IDS . Shurgard IncDme Growth
Partners II. Acct.
0000-0998-7137-6476-4035.
Bscause partnership
intereats are not traded in
the Dpenmarket, the date Df
1,365.04
(ses cDntinuation schedule attached)
Total of Continuation Schedule(s)
14 292.20
S 26 390.08
TOTAL (Also enler on line 2. Rica itulallon)
(If more space Is needed. Insert addillonal sheets 01 same size,)
Copyright (e) ,,,<4 form sollwlI' only CP9yalems,lnc.
FOfm 1500 Schedule B (Rev. 4-86)
Estllte of: George F. 1Iyrd Jr.
5511 209''''1.5859
08/01/1991,
CONTINUATION SCHEDULE
Continuation of Schedule 11
ITEM
II
DESCRIPTION
VALUE AT DATE
m' DEATH
death value cannot be
dotermined. The value as of
8/31/94 is $1,365.
8 IDS Stock Fund, Inc. Acct.
0000.0010.3430.710~-5.002
DOD value of $3,089.57
3,089.57
9 CNL Incoms Fund . X .
because partnership
interssts are not traded in
the open market, a date of
death value cannot be
determined, however, the
value aa of 8/31/94 is
$2,000.00
2,000.00
10 Phoanix Leasing Cash Dist.
Fund III . because
partnership interest are not
openly traded, a date of
death value csnnot be
determined, however the
value as of 8/31/94 ie
$743.16
743.16
11 IDS New Dimensione Fund,
Inc. Acct.
0000.0010.6431.7105.2.002
DOD value of $7,574.23
7,57'..23
12 IDS Global Growth Fund,
Acct.
0000.0013.2430.7105.0.002.
DOD value of $885.24
885 . 24
14,292.20
Personal Fmancial Planning
Statement of Accounts
Page 1 at 18
.
August 29, 1994 . November 27, 1994
Your stalements are mailed In February. May. August. and November.
H~ ~rg8 F Byrd
4l~l.astan CT 301
Fa~ VA 22033-4329
Your financial planner
Charles Summers CFP
2010 Corporate Ridge Sulle 700
Mc Lean VA 22102-7838
703.749-1404
A summary of your accounts
Value one
year ago
Value last
stalemenl
Value this
statement
Total value of your accounts
S:l1,985.16
$33,979.65
S:l3,163,02
Mutual funds
George F Byrd
Stock
George F Byrd
Eqully Plus
George F Byrd
New Dimensions
George F Byrd
Cash Management
George F Byrd
Global Growth
George F Byrd IRA plan
New Dimensions
Progressive
Discover
ar yle Income . .
IDS/Shurgard Income Growth Partners. III
Capital Mortgage Plus
CNL Income Fund. X
Phoenix Leasing Cash Dls!. Fund - III
52,967.91 53,145.33 52,977.66
52.894.25 52,887.87 52,711.12
56,503.28 58,025,12 57,722.24
55,071.07 $3,837.17 $3.952.59
597.00 51,011.96 51,025.15
56,145.49 56,783.81 56.534.60
5555.52 $592.27 $571.70
5625.00 $625.00 $625.00
51,169.68 $1,328.00 $1,365.04
51.500.00 $1,500.00 $1,500.00
52,000.00 52,000.00 $2,000.00
5924.97 5780.56 $743.16
1488 2216 6 001
0430 7105 9 001
Mr George F Byrd's client number:
Group number:
22033.4329 001000430710500001
Jt>LJ. '7 (OS, 'C'<Nt- cvu iurr am. 1;;../ '+IlL1Yl
11/25/1994
I
. .
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M~'.
November 21, 1994
Robert G Radebach F,sq
105 N Front Street
Harrisburg PA 17101
0000 0010 4430 7105 4 002
George F Byrd
Dear Hr. Radebach:
Thank you for your recent inquiry rogardlng the nbove nccount(s).
The above investment(s) is regi9ternd In thn namo of George F Byrd,
individually. Upon the death of Georgn F Byrd, tho shares bocame a part
of the estate for distribution by the I.ogn I Representative of the estate.
On August 1, 1994, the shares in this acconnt totnlnd 264.554. The net "
assot value of IDS Equity Plus Fund, Inc. on thnt dnte was $10.704 per
share, The total vallie of this nccount on that date was $2,831. 79.
To trnnsfer or rcdeem these shares, thn enclosed e.tate settlement formes)
.ust be completed and signed. If a rndemptlon is roquostod, wo will
redoem the sharos usIng the price on tho datn that tho requirements are
received in our office and approved.
We also will noed the following to complotn snttlnment:
--- A certified Doath Certificate.
If you have any questions or fllrther .nrvlcn needs, pleasn contact Charles
Summers, YOllr financial advisor, or II..
Sincerely,
~J~oh~son
IDS Ea t Service
PO Box 534
Minneapolis, MN
Service lIolpl1ne
Team
55440
- (612) 671-3733
0612 00971
183 72632
. ,
10 DE)
,
.
Novembor 21. 1994
Robort G Radobach Eaq
105 N Front Street
Harriaburg PA 17101
0000 0010 3430 7105 5 002
0000 0011 3430 7105 3 002
0000 0013 2430 710S 0 002
0000 0010 6430 710S 2 002
Dear Hr Radebabach:
Thank you for your recent inquiry rOllarrUnll tho abovo account(a).
The above investmont(s) 1B reglBtered in thn namo of Goorgo F Byrd,
individually. Upon the death of Georgo F Oyrd. tho sharos bocome a part
of tho estate for dlBtrlbution by tho I.ognl Roprosontative of tho estate.
Following are th" sharo amounts and vn luos for each of thoso accounts on
August I, 1994:
ACCOUNT
iJ OF SHARES
ASSET VAI,UE
PER SHARE
TOTAL VALUE
0103 4307105
0113 4307105
0132 4307105
0106 4307105
158.415
3.825.100
130.335
544.595
.....
P.089.S7
P.827.4S......
$885.24 -
$7.574.23 -
$19.503
$1.00
$6.792
$13.908
The totnl value includos dividends nccrund rlolly.
To trnnsfer or rodeem thnse shnroR. the oncloRod ORtato settlemont formes)
must bo completed and signori. If a rodomptlon lR ~nquestod. wo will
redeem the sharos using tho prlco on tho .Into thnt tho requiromonts are
rocoivod in our office ami approvod.
Wo also will noed the following to complote Rottlemont:
--- A certified Death Cnrtificnto.
If you have ony quoRtlonR or fnrthor Rorvicn noodR, ploaso contact Charles
Summers, your finnncinl adviRor, or UB.
#F':lIAA~I~?-Jf~"",,",~~~_i;C .,,:,o-~:';~1.~;~T?rr'Wv."S.,,!,,?~,~#~;~";'~q~~f~~llrL~.id~li.:.l:'i,Y~i:':"
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671-3733
183 72632
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.IDm
,
November 18, 1994
Robert G Radebech Esq
105 N Front Street
lIarrIsburg PA 171101
0000 0020 6430 7105 1 002
0000 0011 8430 7105 8 002
0000 0010 8430 7105 0 002
Dear Hr. Radebach:
Thank you for your recent inquiry regRrdlng the above account(s).
The above accounts are registered as
oa the accounts are Barbara A Horan,
Estate Settlement forms by her.
[RA accounts. The named beneficiary
lie would neod completed and signed
Following aro the share amounts and va [uns for each of these accounts on
August 1, 1994:
ASSET VAWE
ACCOUNT , OF SII^RES PF.R SIIARE TOTAL VAWl';
0206 4307105 464. 770 $13.908 $6,464.02 -
0118 4307105 132.239 $10.3.50 $1,368.67 .....
0108 4307105 85.725 $6.765 $579.93 -
I
,
I
lie also will need the following to complotn sottlement:
--. A certified Death Certificate.
If you have any questions or further snrvlcn noods, please contact Charles
Summers, yonr financial adVisor, or II..
r..
Sincerely,
,
~~
IDS East Servica Team
PO Box 534
Hinneapolis, HN 55440
Service IIelpHne - (612) 671-3733
183 72632
0612 00971
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IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
.....1 HA'll'1 ftlCORDED YOUR ffVl,N~rlDN A5 FOLlOW5
tfVl,HU,CTION DAti PAICI
12/09/94 $10,050
IDS EQUITY PLUS FUND,
FULL REDEMPTION
lHAAU
265.172-
INC.
CONFIRMATION
~OUNt
$2,664.98
BARBARA A HORAN AS EX
OF THE EST OF GEORGE F BYRD
49 DREXEL PLACE
HEW CUHBERLHD PA 17070-2204
fOtAL ,HAMil OWNED
,ODD
TAXPAy(R HUMBER
209-44-5859
C(RT 'KARIS ISlUID
.000
ACCOUNT NUMBER
0204-4307,105"3
NON-NEGOTIABLE
KEEP IHIS STUD fOR yQUR R[CORDS.
OAIH/LOSS IHFORHATIOH HILL BE
SEHT AFTER VEAR EHD
OG~ fl21 IfOO~IGIIlZJ"1
F ~:~ l" I .
IDS MUTUAL FUND GROUP
Minneapolis, Minnesota 55440
IDS EQUITY PLUS FUND, INC.
tr.,
It.
CHECK NUMBIR
5190824
, .
DAtE
12/13/94
ACCOUNT HUMBER
0204-4307,105-3
, .
. ~'.:l~" _' '.~ >",... ,~, NAOU';T -'. '
EXA,C,iVJlI($2 ~ i>6~ :'9~"'"
VOID APTeR a MOHTUI "
, CUstODI...... ACCOUNT
PAY TOtHEOROEROF
BARBARA A MORAN AS EX
OF THE EST OF GEORGE F BYRD
i' 49 DREXEL PLACE ',' - , ,.., ',,-
(:'. .NEW CUMBERLND PA, ,'17070-2204
I.~:i"~<' :;. .- - ' '..~ . ">/.~:' '.;1.. - .
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IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
WE HAVE RECORDIO 'tOUR lAAH""CrlOH A. rOLLOWS
'IVoHSACflOH DAlE PRlcr
12/09/94 $18.373
IDS STOCK FUND, INC.
FULL REDEMPTION
IHARU
159.661-
CONFIRMATION
"''''OUH'
$2,933.45
BARBARA A HORAN AS EX
OF THE EST OF GEORGE F BYRD
49 DREXEL PLACE
NEW CUMBERLND PA 17070-2204
TOI"L IH.AAU O'NfrtED
.000
'AXPA'tEA NU"'UU~
209-44-5859
CEAr SHARES ISSUED
.000
"'CCOUHr HUMBER
0203-4307,105-4
NON.NEGOTIABLE
r-
KEEP 'HISIIUB rOR 'tOUR RECORDS.
OAIN/LOSS INfORHATION WILL BE
SENT AFTER YEAR END
oa~ nu IFOO1101l1lJ171
,,;..!'.
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".
IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
IDS STOCK FUND, INC.
U.t
01.
CHECK HUMBER
5190560
DAn
12/13/94
ACCOUNr flUMBEft
0203-4307,105-4
PAY TO THlOADEA O'
.~"": ~.:'~~"''"''~'"-N.ioUN''' ,':',!'~l'''' '''I ,~, .
BARBARA A MORAN AS EX .' EXACTLX.M$2j933. 45M"~."
OF THE EST OF GEORGE F BYRD .':. '.VOIOAfTERIMOHTHS '.. ,.,..'
, ' ,49 DREXEL PLACE . . ,;""..,i,.: -.J J CUSTDDlAN.ceOUN'
:.,..-;:',..:::.. ,.N..EW_C~,H.~ERLN.D P~.... 17_0,~0~;~~0~. '. ':>'(1)' ..' ':,' :.~ ~
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IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
WI HAVI AICOAOIO YOUR tRANSACTION ..... fOlLOWS
tRNISACtlON DAtE PRICE
12/09/94 t13.318
IDS NEW DIHENSIDNS FUND,
FULL REDEMPTION
'HAAU
564.656-
INC,
CONFIRMATION
AMOUNT
t7,553.91
BARBARA A MORAN AS EX
OF THE EST OF GEORGE F BVRD
49 DREXEL PLACE
HEW CUMBERLHD PA 17070-2204
Tot....'" SHAAn OWHED
,000
TAXPAVER HUMBER
2D9-44-5859
CEAI, .KARn lilliI'D
.000
ACCOUHr HUMBER
0306-4307,105-0
NON.NEGOTIABLE
'.
OAIH/LOSS IHFORHATIOH WILL Be
SEHT AFTeR yeAR EHD
KElP THill stUB FOR YOUR RECORDS.
,
OQ'" f1l7 lFOOUOll1VI71 I
F3:H., l
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IDS'MUTUAL FUND GROUP
'Minneapolis, Minnesota 55440
IDS NEW DIMENSIONS FUND, INC.
n.'
-
.,.
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CHICK NUMBER
5191375
DArE
'12/13/94
....CCOUNT NU"'BER
0306-4301,105-0
'.
!
~-.. PAY TOTHEORCEROF
,-
,. _', BARBAR~ A MORAN ~S EX
.... ': " OF 'THE EST OF -GEORGE F BVRD ','-
I, ~,,'49, DREXEL 'PL:ACE " " ,.', .,.'..:.- , ' '. ..
r_;:_~~,. :NEW CUMBERLND PA,.17010.,2204 '.' '.
In\...~. ' ;',:.;~:'J:..:"" ;'..../.,., ;!-;:~"f, ~;:;..". ~.
1<;::....< ,..-..' '.' :<'/:':/'., .'. .../1..:",
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~WlS.uWU,..uUU4~-LI~ U Il ,'~": .,..~ .. . ';-'.-::".~'
.~:":- " .~~!~:....,':,'o,~;~"~~T_ .~~;... .'_ ....,...1.
EXACTL Y~M$7 ~ 553 .,,97;" '~,: '
, ... .VOID AFTER I MONTHS. ' < . .".
CUS10DWI ACCOUH'
II'SIoCJIo:l?SII,I:OCJIoOOOOIoCjI:
SI.BSOn'
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IDS MUTUAL FUND GROUP
Minneapolis. Mlnnosota 55440
... HAVI "(CORDED YOUR ,R.A,,"'CnOff A' 'OLLOW'
fftA"""ClIO'" OAlE "UCI
12/09/94 $1.00
IDS CASH HANAGEHENT FUND, INC.
FULL REDEMPTION
'twlill
3,959.830-
CONFIRMATION
....OuNr
.3,959.83
BARBARA A HORAN AS EX
OF THE EST OF GEORGE F BVRO
49 DREXEL PLACE -
NEW CUHBERLNO PA 17070-2204
TOrA&. SHARn OWNED
.000
IAJlPAYIA HUMBI"
209-44-5859
CUI 'HARts 'ISUi.O
.000
...CCoUHT HUNBlA
0213-4307,105-2
NON-NEGOTIABLE
r
KEEP THIS 'fUB FOR YOUR RECORDS.
gAIN/LOSS INFDR"ATIDN WILL BE
SENT AFTER VEAR END
OQI.1U~ 1'001101 1IZ/17I
F J:':'('
.', ."
IDS'MUTUAL FUND GROUP
Minneapolis, Minnesota 55440
IDS CASH HANAGEHENT FUNo.. INC.
n.,
II.
CHICK HU....IA
5192833
DATI
12/13/94
ACCQUhT HUMBER
0213-4307,105-2
:'.,:. _"~......,,~' ~..D.~~r""'4"".: .,~~,~:' ,',1
EXAC'CLY.M$3~959.. 83. '" '"
~ -. VOID A"IR . MOHTHS ' ,.~, h".
.,. cusroolAH ACCOUNt
,
:,.
PAY TO IHI CRDER OF -,
i": -" BARBARA' A HORAN AS EX, ". ."
I.';:'.' . 'OF ;THE EST OF GEORGE F BYRD ........,
.-:;.:.> .,. ,49 DREXEL PLACE" . . . ...' c:' '..' ~".
r",,-'~, ;NEW CUHBERLND .PA ..17070-220'4 ";~ ,',
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CONFIRMATION
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IDS MUTUAL FUND GROUP
Minneapolis, Minnesota 55440
WI HAVI "aCaRPID YOUR IAAH....CTlOH AI fOLLOWS
TRAHIACTIOH DAti p'UCI
1Z/09194 .6.351
IDS GLOBAL GROWTH FUNO
FULL REDEMPTION
'......RU
157.424-
....OUNf
t999,80
BARBARA A MORAN A5 EX
OF THE E5T OF GEORGE F BVRD
49 DREXEL PLACE
NEW CUMBERLND PA 17070-2204
fof..1. SKARIS OWN(D
.000
fAXP...,IR HuMBER
209-44-5059
CIRr,IHARISISSUID
.000
ACCDUNr NUMUR
OZ32-4307,10S-9
NON.NEGOTIABLE
GAIH/LOSS IHFORHATIOH WILL BE
SEHT AFTER YEAR EHO
tu:fP TlU_ SIUB FQA VOllR RF.rnAPI Ml ruI IRltlIN11ItJ/171
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Minneapolis, Minnesota 55440
IDS GLOBAL GROWTH FUND
r'
,
i.' .
~!~_PAY rOTHI"ORDIEI!OF - ..' ' .-
\'~)~"...BAR'BARA A HORAN AS EX '.,.
':,:.,,~.;",OF",THE EST OF 'GEORGE F .BVRD.
i:'~;':.~' 49'DREXEL, PLACE '/', " ", . ,;.,,;' ".-
:_,":':: NEW.CUHBERLND .PA' ':17070-2Z04 :.;
t" , ". '. .,.,... ..'..'. ..' .
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CHECK HUMBER
5195477
.. ..'-
i: :'..:-:-, ".
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~n"WM~AtftH.t""tfH.PnHoa--trA
II'S ~ClSL.??II' I:OCl ~OOOO ~Clt:
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'12/13/94
ACCOU..r HUMBE'R
o23Z-4307,1o5-9
r: ..., '~~!-/-"".:"'.~~r. "'.-"..~,\,~~~'
EXACTLY'O'$999.801l;'~ ,".'c". '
. '~'voID-ArrIR"'MONTHI' #'. , -
~'UlfODIAH ,u:COUNT
51,85011'
".
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"
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IDS MUTUAL FUND GROUP
Minneapolis, Minnesota 55440
WI KA\lr RICOIlOID YOUR TRANSACTIO,. AS FOLLOWS
TRANSACTION DArI PRICI
12/09/94 $13.378
IDS NEW DIMENSIONS FUND,
FULL REDEMPTION
SHARlS
478.368-
INC.
CONFIRMATION
.NOUN r
$6,399.61
IDS TRUST
Clo BARBARA A HORAN
49 DREXEL PLACE
NEW CUHBERLNo PA 17070-2204
TOT.A'" SkARlS OWNlll
.000
T,AXPAVER NUNDER
186-40-2332
CERT SHARl111lUED
.000
ACCOUNT ,.UMBlA
0106-7041,715-2
NON.NEGOTIABLE
~ eUSTD FOR BARBARA ~RAN AS BENEFICIARV
OF THE DECEASED GEORGE F BVRD IRA
f-
"up TIllS Slue 'OR YOUR "[COR US.
~Q~ F1:; lFOOUOIIUll11
F J::O L" '!
IDS MUTUAL FUND GROUP
Minneapolis, Minnesota 55440
IDS NEW DIHENSIONS FUNO, INC.
".,
"'
CHECIt NUNBlA
5191384
DAlE
12/13/94
.ACCCUNT NUMBER
0106-7041,715-2
PAY TO THEORa!R OF
, "BARBARA A HORAN
,- 49 DREXEL PLACE
I! ",::,'. NEW CUHBERLND PA '17070-:2~~~.~.:.~_.o
111'-<~":,,, . : .0, ":.'0 : <"\~ ..',c.: ;
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EXACTLYllM$6,399_611c", ':'
. . . -. . .... ",\...--.-
VOID AFTER e MONTHS
custOOIAH ACCOUNf
~F~~.
II' 5 ~q ~ :181.11' 1:09 ~OOOO ~91:
51.B SOli'
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IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
wi HAW "lCOADID 'touR fAAHU.CflOH .A' rouQWI
TlVH.iACTlOH DAfl PFUCI
12/09/94 $6,556
IDS PROGRESSIVE FUND,
FULL REDEHPTION
sHAftlS
65.725-
INC.
CONFIRMATION
.....outH
$562.16
IDS TRUST
CIO BARBARA A MORAN
49 DREXEL PLACE
NEW CUHBERLND PA 17070-2204
Tor,f.L SHARES OWNED
.000
T,AXPAVEA HUM8ER
166-40-2332
ctAr SHARIIISSUED
.000
ACCOUNT HUMBER
0106-7041,715-0
NON-NEGOTIABLE
AS CUSTD FOR BARBARA HORAH AS BENEfICIARY
Of THE DECEASED GEORGE F BYRO IRA
001. ,u~ ,FOOtlOll1ZIUI
l-
",up T"" STUB FOR 'tOUR AICORU'.
F 1:' L' .
IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
IDS PROGRESSIVE FUND, INC.
''''
"0
CHECK HUMBER .
5192212
DAtE
, '12/13/94
ACCOUHr HUMBER
0106-7041,715-0
PAY TO THE ORDER o~ ' \ ~ .' ~ AMOUNT .- ~
, "BARBARA"A HORAN EXACT~'(J(M$562"18. ..'..'
L .~':>' 49 DREXEL PLACE "', ',,: .'~" ,'.' VO'O AFTERI MOHTHS
~,~~~;~:",,~E,~ ~~.UH:~E,RL,N,? P.^, ,,~~0~0-22.o,,~, 'c,. ;:","",', " ,CUI10D'A.ACCOUHr
~;~;,~/,;".~:>!;~, ',> ,.;." "',,~j"';;"-'-'~:((j';' :",;'; "....
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v ..' _. _ ':. ...4._." ,. .... ,- ,---,. . - '. UI~,-"":,,,"~ rorx{~'-~
:':L.~~~~,.....u,"".~.~' .. ..~.,~. ',~3"~~I~? <', ,.',.' ,
II'SIo9~~Io~II' 1:091000001091:
SI,BSOII'
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IDS MUTUAL FUND GROUP
Minnoapolla. Mlnnoaola 55440
WI HAVE ftlCOItOkO VOilA fR,t,NUerIO/of '" 'UlLOWS
rAANSAL:1IOH OAI[ PNICt
12/09/94 $10.410
CONFIRMATION
IDS DISCOVERY FUND,
FULL REDEMPTION
'HARES
132.239-
INC.
AMOUNT
tl ,376 .61
IDS TRllST
C/O BARBARA A MORAN
49 DREXEL PLACE
NEW CUMBERLND PA 17070-2204
TOtAl'.....RES owtlf:o
.000
'AXPAYER NUMBER
106-40-2332
tEAl SHARIIIISULD
.000
N:COUNT HUMBER
0118-7041,715-8
NON.NEGOTIABLE
AS CUSTD fOR DARDARA HORAN AS DENEfICIARY
Of TNE DECEASED DEDReE f DYRD IRA
r
KUP THllsrUB fOR YOUR RECORDS.
-1
OGL fm If COlIC! 1111171
II
F J11( ,1/901
II
,
1M I
It.
IDS MUTUAL FUND GROUP
Minneapolis. Minnesota 55440
IDS DISCOVERY FUND, INC.
, i
i i
,
I
CII[CK HUMOER
5194004
DAlI ACCOUNT NUMBER
12/13/94 0118-7041,715-8
PAY TO 'HI DROIH 0'
BARBARA A MORAN
49 DREXEL PLACE
NEW CUMBERLND PA 17070-2204
AMOUNT
EXACTLYMM$1,376.61M
VOID AnER . MONTHS
CUSTODiAN ACCOUNT
: I
, '
I
I;
[
NORWlSr~BAHK. MINNEAPOLlS...H .a
-
5108 SOli'
"'510"1100010"' 1:0"110000010"11:
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CC'CC>
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CNL INCOME FUNDS
Jnnunry 5, 1995
Earl Richard Etzweiler
Etzweiler and Radebach
105 N. Front Street
Harrisburg, PA 17101
RE: George Byrd, IRA
CNL Income Fund X, Ltd.
Dear Mr. Etzweiler:
In response to your request, please note the following information as it pertains to the
above-referenced investment as of August 1, 1994:
Total Number of Units:
Original Unit Price:
ERISA Value:
Total Amount of Investment:
200.0000
$10.00 per unit
$10.00 per unit
$2,000.00
If we can be of further assistance, plense do not hesitate to contact our office.
i
:t
<
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Sinc~rely,
~~oq,:' ~()~
Investor Services
Ikag
CNL Securities Corp,
MEMBER OF TilE NATIONI\L I\SSOClt\TION OF SECURITIES DEALERS. INC.
400 E. SOIITII STREET 0 SUITE 5000 ORLANDO. FLORIDA 3280t-2878
(800) 522-38630 (407) 422-1574 0 FAX: (407) 423-2894
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
R~V. 1508 EX + 12.871
COMtl.mW4\,~~IhYAN'A
ESTATE OF
Please P,int or T .
FILE NUMBER
Goorgo F. Byrd Jr.
(All rn 0
ITEM
NUMBER
I
9
10
11
SSII 209."'.-5859
08/01/199/,
olnll -ownod wllh RI ht 01 Survlvorlhl mUlt bo dllcloled on Schodulo F)
DESCRIPTION
VALUE AT DATE
OF DEATH
93.52
Govornment EE Savings Bond
No. C11522728lEE. $IOO.OO,
with a nOD valuo of $93.52
2
Government EE Savings Band
No. C113527664EE. $IOO.OO,
with a nOD value of $93.52
93.52
3
Govornment EE Sav inge Bond
No. CI07761775EE. $100.00,
with a DeD value of $93.52
93.52
4
Govsrnmsnt EE Savings Bond
No. C87239140EE. $IOO.OO,
with a DeD value of $100.64
100.M
5
Government EE Savinge Bond
No. C82241092EE. $IOO.OO,
with a DOD value of $IOO.64
100.64
6
Government EE Savings Bond
No. C79487105EE. $100.00,
with a DOD value of $IOO.64
100.M
7
Geico Insurance Company
refund of car insurance
premium
309.89
8
Government EE Savings Bond
No. C125006801EE. $100.00,
with a DOD value of $90.12
90.12
Government EE Savings Bond
No. C120966035EE. $100.00,
with a DOD value of $90.12
90.12
Govsrnment EE Savings Bond
No. C115787344EE. $IOO.OO,
with a DOD value of $90.12
90.12
Government EE Savings Bond
No. C91561709EE. $IOO.OO,
with a DOD value of $97.00
97.00
(sce continustion schedule attached)
Total of Continuation Schedule(s)
9 124.72
TOTAL (Also ont.r on lino 5. Roca hulation)
(Atlach additional 8 112~ lC 11~ sheels if mor. space Is ne.ded,)
Copyright (c) 1994 'olm ~lIw.,. only CPSystelM.Inc:.
rrk;-.r
$ IO 384.45
Form 1500 Schedule E (Rev.2.ft7)
~~,_\oI"":S'~.~'~'i"'~;"J:';:,~~~~_-""":"""'" -,. ,
. .
Estato of: Gaorge F. Byrd Jr.
ITEM
II
18
19
ssg 209-44.5859 08/01/1994
CONTINUATION SCHEDULE
Continuation of Schedule E
DESCRIPTION
VALUE AT DATE
OF DEATH
12
Government EE Savings Bond
No, C91508541EE. $100.00,
with a DOD value of $97.00
97.00
13
Internal Revsnue Service tax
refund
930.41
14
American Express Travelers
Checks
2,040.00
15
Massachusetts Dept. of
Revenue Tax Refund
36.00
16
Savings Acct. UI152.843-0 in
Bay Bank in the principal
amount of $37.70 plus
intsrest of $.06 lese
monthly charges of $4.50
33.26
17
Share Savings Acct.
U19819-00 in Members lst
Federal Credit Union in the
principal amount of
$2,672.27 plus $.23 interest
Checking Account U19819.11
in Msmbers First Federal
Credit Union in the
principal amount of
$2,196.27 plus $,18
2,197.15
2,672.50
American Tire & Service Co.
refund
18.40
20 1988 Chrysler LeBaron (not
in running order) sold to
Matthsw G. Dowling. (VIN
No.) 2FABP0449FBl92663
100.00
I
I
t..
21 Computer and printer valued
at $1,000.00
I,OOO.OO
...................
9,124.72
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,
8:1 Bank of America
P.O. Box 30740
Los Angeles, CA 00030.0740
Your Bank of America
Regular Savings
Statement
"1.",..11"..111..""1'1,..11.",..1",,,.,...1/",...'.'.1
GEORGE F BYRD JR
10 QUEENS WAY "11
FRAMINGHAM MA 01701-7729
Statement Perled:
Januarv 1 through March 31. 1994
Accounl Number: 08587.13251
At Your ServIce
Call: 408.983.0588. 24 hour..
7 days a week
Snell.Blo.som Hili Br
5015 Snell Ave
San Jose, CA 95123-3328
Cuslomer since 1991
Bank of America approclates your
bllslnes. and we enjoy serving you.
Q Summary of Your Regular Savings Account
Beginning Balance on 0 I/O 1/94
Interesl Paid
Account Fees
S195.40
+ ,97
- 5.00
S191.43
Annual Percenlage Yield earned Ihls period
Inlerest paid year.to.date
2.02%
End/ng B../ance
Q Important Information About Your Account
Totallnl,erest paid 10 your savlnos accounlln 1993: S4.50
Q Ba:'lk of America News
Have you tried our convenient Accounl-by-Phone servico to open a new checking, money
mmket. CD or regular savings account?
Jusl call u. at 1-800.223.3144 to open your new accounl. We're available Monday through
Friday. 8 a.m. to 8 p.m.. or Salurday. 9 a.m. to 2 p.m.
Q Savings Activity
D.'.
cescriplton
R,'tr.nee Numbtr
Amount
03/31
Interest Paid
Inleresl Paid From 01/01/94 Through 03/31/94
S.B7
03/31
Account Fess
The Ouarterly Service ChDrge Was Assessed Because Your Account's
Minimum Balance During The Quarter Was S 195.48 On 01-03.
S5.00
0120250,001
Page 1 of 1
S.97
-
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STATEMENT
08-01-94 08-31-94
F1IOM 11 UWUOII
~R1~~~~T~t~N NG1
S1
RM~Ho~~UR
1 or 1
llt\Ol!
19819
ACCOUNT NO.
209-44-5859
SOClJ\t. SI!CUIUTY NO,
c~~~~~i~~!:~
SRNDiOlRRcr INQUIR1ES TO:
IiiJAFCW..
Df.fRN5R AcnvmP.S FEOI!RAL CREDIT UNION
UlIH.Tr\ndltRd..I'.O.S.lI<<1
Mtch,nimbur.. Pmn"l1'l'anl1 1'10n
(111)6'11.11&'
TOLL FREE loIllJl.:!H,J:A
~~~~~~6~i!~~~~ii~~b~95BIR
~onCI!lIltB Il.IVEJUIlID8 FOR IMP'OlIl.TAHTINfOItMAno!'l kliOAJlDI"O YOUR PJolm TO D1lrlrrB IIWNO ""'D lUIOULATIO!'l ElUtO",
TRAN EFfECf
MODAY o DAY ,-a
4392
TllANS,\Cl10N DESCIlIP110N
I NOW
AMOUNT ~C8
C750.0~ ~
7. 111679.42
---------1---------
1
SU~F!~.OO SAVINGS
8agl~a~)QID~~~ SHARES 19819-11
REPORTING SSN:209-44-5859 Y-T-D DIVIDENDS: 23.93
--- ----------------------------------------------------------------
SUFFIX:ll CHECKING
IIA~AT~~f~G BALANCE 33288396:.~4
~ ~ 76 TOTAL NUMBER DRAFTS C EARED
~C g~~~T~ 1009.00
I D~~G BA~A~~ECHGS 1891:22 ~8H~ e~e ~3~~~ B~[~~E ~~~ 20i~B~~97
8181~lfl~ l~~~~A~lt~ MN 1~al~:85 :j88:~g ~g~g:g
080 9 t AR~ ~RA ~ 242 0213007286 -3gJ4
8a~3~ C ~D1~ CA ~AU~~ -~s9:8811 887.9
08319 0 VIDEND 3.47 891.44
* * *N~.*\* :M*8U~T* * * * *N~6* * :M~U~T* * * * *N~A* * :M~U~T* * * *N~.* * r. * * * *
o 110 .16 * 250.00 *24.: 39.54 T TAL: ~g~~6
REPORTING SSN:209-44-5859 Y-T-D DIVIDENDS: 13.22
--- -----_.~--~.~.~~.__._--~-----~----~-~~~~-~~-~---~~.~~--~~-----~. .~~._~-_. --~--~_.~
111!~i~~62~y~~~~i~~~~tS~~~t:~A~1~b80b~A~A1tY PORIODlC 6ATK .0 01370%
**FINAN~~ ~A2R~E~2 ~RyAEI~~t 2259.68
080194TFR FROM SHARES 19819-11 21.11 178.89 200.00 2080.79
b9AN ~I~~~t RGE'~2IBYAILAB~g FUNDS NEW.e8A BALANCE 2080.79
CU~R~N~ PAYM~~~: 130.60 PA~TDB[: .00 TOTA~: 130. 0 DUE:I0- 8-94
PER 00 TO\ALS-PAYMENTS & CREDITS: 178.89 DEBITS: .00 *FINANCE CHARGE*: 21.11
--- -----1iii;iiii;--:-:;;;:;;;:--:-;;;;;:;;;--:-;;;;;:;;;--::;;;~;: ;;:-:-;;~;:;;;:::-
209-44-5859 .00 37.15 37.15 .00 .00
TOTAL **FINANCE CHARGE** PAID 235.22
3
..
~. :::
,;'~!
.','
.~:1:
....:
.:::;....-.
.
SHARE SAVINGS ACCOUNT:
Account Number/SuffL~
Date Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Name of Joint Owner, if any
CHECKING ACCOUNT:
Account Number/Suffix
Dste Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Name of Joint Owner, if any
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Opened
Principal Balance at Date of Death
Accrued Interest to Date of Desth
Name of Joint Owner, if any
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Certificate Number
Date Purchased
Rollover Dates, if applicable
Value, including interest at Date
of Death
Name of Co-Owner, if any
Maturity Date
Interest Rate
Accrued Intereat to Date of Death
Estate of GEORGE F. BYRD. JR.
Date of Death 8-1-94
Social Security No. 209-44-5859
Membersl.
FEDERAL CREDIT UNION
1
19819 -00
10-20-77
$2.672.27
$.23
None
2
N/A
19819 -11
10-2-93
$2,196.97
$.18
None
N/A
N/A
N/A
N/A
N/A
10-5-94
Date
Ina. Program Administrator
Title
5275 East Trindlc Road · P.O. Box 40 · Mcchanicsburg, Pcnnsylvanla 17055 . (717) 697-1161
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ftnsr ~'''IoIE MiDDLE INITIAL DATE ACCUlREDI
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MAKE Of' VEHICLE
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VEHICLE IOEflTlflCAnON NUJ.lOER
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MODEL YEAR
CONDITION
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100 ,00
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8 Rftl~orMnl
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QRIQIW.L PlATE CflKk One
D \ PlATE TO BE ISSUED BY
BUREAU IPRQOF OF Vi.
SURANCE MUST BE AT.
tACHEDI
O EXCHANGE PlATE TO BE
ISSUED 0'1 BUREAU
o TEMPORARY PLATE
ISSUED BY rUlL AGEtn'
o GOOD 0 FAIR
e;g TRANSFER OF PnEVlOUSlY ISSUED PlATE
D TRANSfER I. RENEWAL OF PlATE
o TRANSfER' REPLACEIolENT OF PUlE
O 11 GRANO TOTAL
TAANSfER OF PlATE I. nEPlACEIoIENT or snCKER lM:l g, 101
REASON roo AEfl\.J,CEt.lENl
OlO5t C) O('AGlD
O~'jjR ~"c~.:et~~~~~"b. bnc~ .. c
POl"y,.o 100
AfTACli BINDER I I (j 1
I CERTIFY TJtAr ON MONTH ' DAY YEAR ISSUING AGENT' I
I HAVE CHECKED TO DETERMf4E njAr WE VEI.'CLE IS 1"45URED A"4D
~~~~E~:i~E~~~ ~~~~~~gvJF A~:~~~ CODE iSSUING AGENT SIOP4ATURE
AllD DEPARTIoIENT REGULATIONS f I
I/WE CERTIFY ntAT I/WE HAVE ElCAMlf.ED AND SIG~jEO TIns fORM AFTER ITS COIolPlLTIOPl AhD ntAT niE IPlFORMATION OrvEN IS TRUE MjD CORRECT. F AA EI(EMPTION
IS CLAIMED. niE PURCHASER fURTHER CERTifiES WAT liE:SHE 15 AUHiQRlZED TO CLAIM nas EXEMPTION IIWE ACKNO'M.EOOe TIlAr I/WE MAY' lOSf MY/oun OPERATING
PRMlEQEISI OR VEHICLE REGISTRATJONISI FOR rAlLURE TO t.lAlH1AlN fINANCIAL AESPONSlBUTY 0 THE CURAEP-nLV REG/STeREO VElIlClE fOR ntE PERIOD Of'
REGISTRAnoN. IlWE ACKNOWLEDGE lHAl I/WE IMY' BE SUOJECT TO A FINE NOr E'xCEEOING 15.000 lD IIr.lPRISONIoI[NT or NOl IoIORE titAN fWD YEARS fOR AlfY'
FALSE stATEMENT THAT IIWE MA ON TI-OiS rORM ' ~
S9"oII1JnI I 01 Autt'DI1
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\Of""" PURe, HASED D.WI!
WEIQttT INro
IF'
t-iSURA
ISSUING'
AOENT .
1-4rOR.
MATlON
G.
TOTALPAlD
IMdlttlru81
fElJ:PttOHE NO
'5T
I ASSIGN.
~ENT
~
"0
,ASSIQN.
MENl
H. I~I A.
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"':,---;'1 ".",11..: """"~""-:""'''':''' ."'",,,,,~'i":-<r>;,,.;,,
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV ~ 15 II EX . (7-88)
CO..IIt1fl;\~{\,~~]hY'N"
ESTATE OF
Goor 8
ITEM
NUMBER
A.
B.
C.
P,.... Print or T .
FILE NUMBER
SS 209-44-5859
08 01 1991.
DESCRIPTION
AMOUNT
I
Fun.ral Exp.n"'1
Jeffereon Memorial (burial
lot)
I ,1.99. 00
2
Parthemors Funeral Home
(funeral)
5,067.90
(see continuation echedule attached)
Total of Continuation Schedule(s)
966.56
1,
Admlnlatrallv. Coat..
Personal Represtntallve Convnlsslons
Social Security Number 0' Personal Representative: .186./.0.. 2332
Vear Commissions paid
0.00
2.
Anome)' Fels
2,500.00
3.
Family E,emption
Claimant
Address 01 Clalmanl al decedent's death
Sarllt Address
City
0.00
Relationship
State
Zip Code
4.
Probale Fees
0.00
I
MI,celllnloul Expen,..:
Barbaro Moron - telephone
charges to locate estate
assets and
to liquidate estate.
140.52
2
Barbara Moron - travel to
Pittsburgh for funeral 406
miles at
29 cents per mile
117.52
3
Postage for 13 letters at
$.29 each
3.77
4
Dopt. of State - 5 copies of
Death Certificatee
50.00
(soe continuation schedule attached)
Total of Continuation Schodule(s)
129.00
TOTAL (Also enler on line 9. Reca ttulalion)
(If more 'pICI I. n..ded, In'lrt additional ,he.tl of lime 1111.)
Copyrlghl (cI1994 form softwar. only CPSYJlelM.lnc,
S 10 474.27
Form 1S00Schtdul. H(Rev. 7.88)
.
. .
Estate Ofl Ceorge F. Byrd Jr.
5511 209.",..5859
08/01/1991,
CONTINUATION SCHEDULE
Continuation of Sohodule H.A
ITEM
/I
DESCRIPTION
AMOUNT
3
Fine Art . piotures at
funeral homo
106.56
4
Jefferson Msmorial .
tombstone
860.00
................
966.56
'''!',-~<~
~-<::~,
- . --- -, - -~-
Estato of: Goorgo F. Byrd Jr.
ssg 209.44.5859 OB/01/1994
CONTINUATION SCHEDULE
COlltinuotion of Schedulo H.C
ITEM
(I
DESCRIPTION
AMOUNT
5
Rogiator of Wills, Lsttors
Tostamontary and 6 Short
Cortlf icates
79.00
6
PA. Dopt. of Transportation
. trans for titlo, taxoa,
etc. fee
25.00
7
Notary Fees, Postsge and
Photocopies
25.00
129.00
.
1-_
-'''-''_''_._r_'
REV" 151ZEX t (1.13)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
co..t:.i1rb~~{1bWe\V~,,'IY'N"
ESTATE OF
Pl.... Print ot .
FILE NUMBER
George F. Byrd Jr.
5511 209-1,4-5859
08/01/1991,
ITEM
NUMBER
I
DESCRtPTION
AMOUNT
2,000.00
Internal Revenus Service -
1994 taxes
2
Cardiology Coneultants of
Nova
300.00
3
Credit Line with Bay Bonk
having an outstanding
balance of $287.92
287.92
4
Sears Acct.
D03-820-38-95969-0 having an
outstanding balance
of$2,009.98
2,009.98
5
Seara Acct.
D03-57358-61976-9 having an
outstanding balance of
$1,532.02
1,532.02
6
3,718.84
Optima Acct.
D3737-519982-32000 having an
outstanding balance of
$3,718.84
7
American Express tiThe Card"
Account D3724-010544-91006
164.03
8
Membera First Fedsral Credit
Union Loon D19819-05 having
an outatanding balance of
$2,080.79
2,080.79
9
Members First Fcderal Credit
Union Visa Account
D412144999819819l having an
outstanding balance of
$1,994.91
I ,994. 91
10
American Express Corp. Card
D3787-611793-72009
558.95
11
JC Penney Acct.
189.12
(soe continuation schedule attachsd)
Total of Continuation Schedule(a)
851.87
S 15 748.43
TOTAL (Also enter on line 10. Raca hulaUon)
(It more space Is needed, Insert additlonalsh..ts 0' same slz8,)
Copyright (c) 1994 form aoltW'f. only CP5yat.rM.lnc.
Form 1500Schedul.I(R.v, '.'ll
. .
.
Estata of: George F. Byrd Jr.
SSO 209-44-5B59 OB/01/1994
CONTINUATION SCHEDULE
Continuation of Schodule I
ITEM
o
DESCRIPTION
AMOUNT
0071-300-554-4 having on
outstanding balance of
~lB9.12
12 BMa Music Service Acct.
00725582-183C having an
outstanding balance of
~49.03
49.03
13 Kenwood Reelty Trust with an
outstanding balance of
~B02.B4
902.84
851. 87
, . ~
---. I--~'-"_." '_
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1,'+", '. "
D AA' '0477' 02' .' "COMMONWEALTH OF PENNSYLVANIA
1'0.. ' . ' DEPARTMENT O' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
11\1.11.,11I1',"1
.
RECEIVED FROM:
6
ACN
ASSESSMENT r:w
CONTROL IiiI
NUMBER
AMOUNT
RADEBACH, ROBERT B.
10:5 N. FRONT sr.
101
$1 ,:le2. 77"..
"......~
HARRISBURG PA 17101
- '010 HUI '010 HUI
ESTATE INFORMATION,
I!:'I FILE NUMBER
1II 21-1994-0889
EJ NAME OF OECEOENT (LAST)
"ORA!': F .TR
II DATE OF PAYMENT
EJ POSTMAR E
COUNTY
SSN 209-44-58:59
(FIRST) (Mil
OATE OF DEATH
REMARKS
fa TOTAL AMOUNT PAID
ElAHBARA A MORAN
,
" ,/
. ,
,/
RECEIVED 'BY
WILLS
SEAL
REGISTER OF WillS
-_._---~-------------------------------~-~-~-----~--
, .'
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,-
.
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.
.
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. - - . r..........-
7--::'~--:':----'" - I ~ '-'<:f<.., -~.:
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REV-1547 EX AFP 112-94*
CO""DHWEAl TIt Of PENNSYLVANIA
DfPAATHEH' OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPl I lIG6DI
HARRISBURG, PA 17121.06Dl
ILl ~.:It! / - /:;?
c..
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEOUCTIONS AND ASSESSHENT OF TAX
DATE 07-10-95
FILE NO.
08-01-94 COUNTY CUHBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REDISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, ADENT"
REMIT PAYMENT TO:
EARL RICHARD ETZWEILER
ETZWEILER & RADEBACH
105 N FRONT ST
HBG PA 17101-0229
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aaount H..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
REV:iS4rEX-"FP-n'2:94rNoYicniF-YNHERifANCE-i:Ax-jippiiiiiSEH€NT-,--"Li."oiiANCE"cfri----m"---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BVRD GEORGE F FILE NO. 21 94-0889 ACN 101 DATE 07-10-95
TAM RETURN WASI I X I ACCEPTED AS FILED
I ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. (Schedule AJ (1)
2. stock. and Bond. (Schedule DJ (2)
5. Clo..ly Held stock/Partnership Int.r..t (Schedul. C) (3)
4. Hortg.D.I/Not.. Rle.lv.ble (Schedull D) (4)
51 Ca.h/Oank Depoaita/Hilc. Parlonal Property (Schedule E) (5)
6. Jointly Ownad Property (Sch.dul. f) (6)
71 Transfar. (Sch.dula 0) (7)
8. Total A...t.
.00
26.390.08
.00
.00
10.384.45
.00
.00
e81
36,774.53
APPROVED DEDUCTIONS AND EXEHPTIONS:
t 10,474.27
'" Funaral Exp.n.../Ad.. Co. ./HI.e. Expan... (Sehedule H) 19)
10. Debt8/Hortgaga Lbbllltle./Llen. ISchedule I) 110) 15.748.43
11. Tot.l Deduction. 111)
12. N.t Valu. of Tax Return 112)
15. Charitabla/Govern.antal a.qu..t. ISch.dul. J) 115)
14. N.t V.lu. of E.t.t. SUbjaot to Tax 114)
NOTE: I~ an assessment was issued previously, lines 14, 15 and,or 16, 17 and 18
re~lect ~1gures thet include the total o~ ~ returns assessed to date.
ASSESSHENT OF TAX:
151 Anount of Llna 14 .t Spou..l rat. 11S)
16. AMount of Llna 14 t.xabl. at Lin..l/Cl... A rat. (16)
17. AMount of Lina 14 taxabl. at Coll.t.ral/Cla.. a rata 117)
18. PrincipII Tax Du.
TAX CREDITS:
PAYHENT
DATE
04-28-95
n.~~~ 70
10,551.83
.00
10,551.83
will
.00 X .03.
.00 M .06.
10,551.83 M .15.
UBI
.00
.00
1,582.77
1,582.71
RECEIPT
NUH8ER
AA047102
DISCOUNT
INTEREST
AHOUNT PAID
I')
1-)
.00
1,582.77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,582.71
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
t IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
.
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RESERVATIONl Elt.t.. of decedent, dVlng on or bafor. Decliber 12, 19.2 -- l' any lulur. Int.r..t In the ..tat. I, trenaf.rred
In po.....lon or .nJovlent to Cl... . (collat,r.ll b~flcl.rl.. of t~ dlcadent .'t,r thl expiration of anv ..tst. for
11'. or for y..r., thl Co..onw..lth har.bv ..pr...lv r...rv.. the right to appral.. .nd ...... trenl'.r I~rltanc. ,....
It thl llwful et,.. . (col1atar.l) rat. on any such future lnt.r..t.
PURPOst OF
NOTlCEI To fulfill the requlra..nt. of Slctlon 21~D of the Inh.rltlnCl and E,t,t. r.. Act, Aot It 0' 19911 72 P.'.
Section 2140.
P.V~TI D.tach thl top portion of thl. Natlel ~ ,ub.lt with your pa,.ent to thl A~I.t'r 0' Will, printed on the rlvsr.. lid..
".HIlk. check or IIonIY order ply.tlle tal REOISTER OF MILLS, AOEHT
All pev-ent. rec.lv.d sh.ll flr.t be .ppll.d ta any Int.r.st which ..y be ~ with any r...lnder eppllld to the t.x.
REFUND CeR), A r.fund of . tex cr.dlt, which w.s not r.quest.d on the T.x R.turn, ..y be r~.tld by coepletlng an "Appllcltlon
for Refund of Pennsylvania Inherltenc. and Estltl Tax" (REV-ISIS). Applications ar. Ivalleble .t the Dfflca
of the R.gl.t.r 0' Will., any of the ZS R.v.nue DI.trlct D"lc.s, or by ceiling the splcl,1 Z4-hoUr
an.w.rlng 'Irvlca nueblr. 'or 'or.. ord.rlng, In P.nn.ylvanl. l-aDD-S6Z-Z0S0, out.lde Penn'Ylvanla and
within loc.l Harrisburg er.' (717) 787-8094, TOOt (717) 7lZ-ZZSZ (He.rlng Japelred Only).
OIJECTIONSI Any p.rty In Int.r..t not .etl.,I.d with the appral..sent, .Ilowanc. or dl.allowanca a' daduotlon., or .......ent
0' tax (Including dl.count or Intara.t) a. .hown on thl. Hotlca .u.t ObJ.ct wIthin .Ixty (60) d.y. 0' racalpt a'
thl. Notlca bYI
--wrlttan prot..t to the PA Oap.rteent 0' Ravenu., laard 0' A~p..I., Dept. ZI1DZ1, HarriSburg, PA 17Iza-IOZ1, DR
--,llatlon to hlVI the .Itt.r d.t.r,lned at audit 0' the .ccount 0' the p.r.on.1 r.pr..entatlva, OR
--epp.al to the Orphan.' Court.
A~J"
IITRATlVE
CORRECTIONS I
INTEREST I
F.ctual .rror. dllcov.red on thl. ......-.ot lhoUld b. addr"led In writing tOI PA D.plrt-.nt 0' R'v,nue,
lur..... 0' Indlvlduel ""1, ATTN' POlt A......Mt R.vl.w Unit, D.pt. Z10601, lIarrhbur., PA 17121.0601
Phone (717) 181-6505. S.. p.,' 5 0' thl bookl.t "In.tructlon. far Inh.rltanc. T.x R.turn 'or a R..ldant
Dec.dent- CREV-ISDI) 'or an ..planltlon of .~lnl.tratlveIY corr.ctabl. .rror..
If any t.. due I. peld within thr.. (S) clllndar .onth. .,tar the d.c.dent'. d.ath, . 'Iv. p.rcent (5~1 dllcount 0'
thl taM paid i. allow.d.
Int.r..t I. charg.d baglnnlng with 'Ir.t dlY 0' delinquency, or nine (9) eonthl end one (I) dlY 'ros thl dlt. 0'
de.th, to thl d.t. 0' payaent. ,.... which bee... delInquent blfor. January I, 191Z be.r Int.r..t .t the r.t. 0'
.1. (6~) plrcent p.r ~ celcul,t.d It . d.lly r.t. 0' .000164. All tax.. Which b.cI.. d.llnquent on and I,t.r
J~.ry 1, 1'8Z will b..r Int.r..t .t a r.t. whIch will v.ry 'ros calendar y..r to calandar y..r with tn.t rat.
announced bv the PA Dap.rtaant of Rlvenue. Th. appllcabla Int.r..t rat.. for 191Z through 1995 ar.,
DISCOUNT.
~ Jnt.r..t R.ta nally Int.ra,t F.ctor !!!r Interllt R.t. Dally Int.r..t Factor
19IZ zoX .00054. 1917 'X 1
.auzu I
1915 lOX .000451 1'''-1991 11% .aaasal I
I'" llX .oaOSOI 199Z 'X 10aaZ47
19.5 lOX loaOS56 1995-1994 7% .00019Z i
I... lOX .100214 I"S OX .000Z47
--Jnt.rllt Is c.lcul.ted .. foUowlI .
INTEREST . DALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.sued .'t.r thl taM b.c~' d.llnquent wIll r.'I.ct en Int.r..t c.lculatlon to flftaan (15) dav.
beYond ttM data 0' thl ......Mnt. If p.v""t Is ... .fter the Inter..t cotlPUteUon dlt. lhown on thl
Hotlc., Iddltlonal Int.r..t au,t b. c.lcul.tad.
F-
STATUS REPORT UNDER RULE 6.12
" .
Name of Decedent I '-.::> e,CI" C,:'" e.
Date of Deathl ~~- \ - ell.\
Will No. \~C\"-\. Cl{,,?,~;.;;.,0\
\J. r\
-"\' ,.1
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Y",
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rulesl I report the following with respect to completIon of
the adminIstration of the above-captIoned estatel
1. State whl!ther admInistration ot the estate is complete I
Yes V No
. 2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completel
J. If the answer to No, 1 is Yes, state the following I
a. Did the personal representative file a final
account with the Court? Yes No. /'
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c, Did the personal representative state an
account informally to the parties in interest? Yes 7" No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' C,ourt and may be attached to this report..
G;'.._CL ~'rL.<.. _ ~~Q,~O
Signaturel::;'" ~)
Ear~ Richard Etzweiler, Eaquire
Etzweiler and Associatea
Name (Please type or print)
105 North Front Street
Harrisburg, PA 17101
Address
Datel
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