HomeMy WebLinkAbout95-00777
PETITION FOR PRODA TE and GRANT OF LE'ITERS
;J.1-Q.5-777
Eslalll of .JAMES H. IIERENlllmN
also known as
No.
To:
Rqlster of WWS for Ihll
JHtyaslld CounlY of Cumberland In the
Social Sllcurity No. I DB-I B-217:r. m. Commonwealth of Pennsylvania
The pctltion of the unders(lIIed respcctfuUy represents lbal:
Your pctltioner(s), wbo Islare 18 yean of aae or older an the execuror named
IIIlbelaslwilloCtheabovedecedenl,daled Mav 27 119~
and codIciI(s) daled
James H. Herendeen, Jr. died ~cp~cmDcr 19. 1~94
(lWe rdevaot drc'Um.n.aoces, '.,. rcaundadoD, death of executor, etc.)
Decendenl was domiciled al death In Cumberland County, PennsylVania, with
his lasl Camily or princlpal residence alSO Circle Ilrive
East Pennsboro Township
(1lJI m.... OWllber aad lDuadpalJ17)
Decendenl, then BO yean oC aae, died 'October I
11_ Holv'SDirit lIosDUal, . Call1P Hill, PA
Excepl as CoUows, decedent did Dol many, was nOI divorced and did nOI bave a cbDd bom or adopted
al!er execulion oC Ibe wlU offered Cor probale: was nOI the v1c:tim oC aldlllna and was never adjudicated
mcompcteut: no excl'Dtion
Decendenl at death oWlied properly with eslimated values as CoUows:
(It domiciled In Pa.) All personal properly
(If nol domiciled lit PL) Personal property III Pennsylvania
(It nC/t domlcl!::<lln Pl.) Personal property III County
Value of real estate In Pennsylvania
sllualed as CoUows: ~o Circle Drive. East Pennsboro
Cumberland Countv
,1995
s
s
s
S
Township
500,000.
-0-
-0-
100.000.
.
WHEREFORE. petiUoner(s) respectCuDy rcqiJ'dt(s) .the"probate'or' the.1Ut'will"luid"CodiClJ(sj-'
presented berewith and the &rant of lettCt' Testamentarv
(taUmc:n.u.m &tf",fftf~ntJOQ Cot,L; M....r,,!iltradoa d.b.D.CoLL)
theron.
I
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Dauph~osit Ilank and Trust Company
IlY: .- J / ~ /4 4-1/ J" ~ T-""'
Robert L. Keck
Assistant Vice President and
'T'rllRt Offfrer
P. O. Box 2961
Hnrri RhurC!. FA 17105
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALm OF PENNSYLVANIA } ss
COUNTY OF Cumberland
The pctllioner(s) above.named swear(s) or affirm(s) thl1 the statements III the foreaolna pctllion are
lnle and correct 10 the best of the knowledae and beUeC of petilioner(s) and that as personal represen.
taUve(s) of the above decedelll petitioner(s) will weD and truly adminlster the estate accordlna 10 law.
Dauphi posit Il nk and Trust Company
"- 't-7? ~
ert L. Keck _
A"slstant Vice President !
11nrl TrllRt Officer 1
~
Swom 10 or atrlrmed
before me lhIs II t h
1.2- ,L
IPI-/.;2.- MARY c. L W1S
-..,.., .
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.
No. 21~95~777
Estate of
Jomes II. lIerendecn
,Deceased .
DECREE OF PROBATE AND GRANT OF LEu.t;.RS
AND NOW OCTORF.R 1 A 19 q~ I In COlLllderatloD of the petitlOD OD
the reverse .Ide bereof, satlsfadory proof bavlaa been presented before me,
rr IS DECREED that the InstrumCllt(.) cia!"" M ^ Y n. 1 q 9 4
described th~dn be admitted to probate IUd filed of record u the last will or
JAMES H. HRRF.NOF.F.N
IUd Lettm TESTAMENTARY
arebercbYlJ'I.Dtedto DAtJPJ..HN n~pnq,lrr ~1\MU' r TDHc::rr f"'n
FEES
M '375.00
II ~A-ettm, Etc. ......... ~
Shon. cates(2) .......... S .
RcuunclatiOD ................ S
MARY
Wion, Zulli & Scibert
Victor A. Dihl 607149
JCP S 5.00
TOTAL _ J,qR nn
OCTOBER 18 1995 .
If .... II ...... .1. 1,.,1 fl.. .........
ATroRMn' (Sap. Q. LD. No.)
109 Locust St r""t .......
p n Rnv 11" Hn-r....iAhllrR_ PA
ADOIU!SS .
(717) 236-9301
17108-1121
fDed
PHONE
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MAI~ED LETTERS AND ORDER TO xzzmRNX DAUPHIN DEPOSIT BANK & TRUST
CO'I OCTOBER 1995.
I
1Enst lIIill cutb ur~stnm~nt
OF
JAMES H. HERENDBEN
I, JAMES H. HBRBNDEEN, of Bast Pennsboro Township, Cumberland
County, Pennsylvania do make, publish and declare this to be my Last
Will and Testament and hereby revoke all Wills and Codicils
previously made by me.
1. I direct that my legal debts, funeral expenses and the cost
of the administration of my estate be paid as soon as practicable
after my death.
2.' Much of the household furnishings in my residence at 50
Circle Drive, Bast Pennsboro Township, Cumberland County,
Pennsylvania is the property of my wife, BLBANOR F. HBRENDEBN. My
wife shall have the right to retain possession of and use my
household furnishings so long as they remain in the above premises,
without liability for waste and without bond. If my wife shall move
or permanently cease using the above premises as her home, then my
household furnishings shall be distributed among my residuary heirs
set forth in Paragraph 4B hereof. All of the household furnishings
which are the property of my wife shall remain her property for such
disposition as she shall direct.
3. All estate, inheritance, legacy, succession, or transfer
taxes of whatsoever nature and whatever jurisdiction imposed,
including interest and penalties, assessed against my estate or
payable by reason of my death, with respect to any property forming
a part of my gross estate for said taxes purposes, whether or not
passing under this Will, shall be paid out of my residuary estate
without apportionment or right of reimbursement and without
postponement.
4. I give, devise and bequeath all the rest, residue and
remainder of my property and estate of every kind and nature and
wheresoever situate, including all lapsed legacies, bequests, and
devises, and including any property over which I may have any power
of appointment, after the payment of all estate, succession, legacy,
or inheritance taxes therefrom, to my Trustee hereinafter named, IN
TRUST, for the uses and purposes hereinafter set forth:
A. The Trustee shall hold, invest and reinvest the
principal of this Trust and shall collect and payout all of the net
income thereform in quarter-annual installments, or oftener, in its
sole and absolute discretion, to my wife, ELEANOR F. HERENDEEN,
during the term of her natural life. In addition to the net income,
the Trustee may, in its absolute and uncontrolled discretion, pay to
or apply for the benefit of my said wife so much of the principal of
this Trust as it shall deem needful or desirable, from time to time,
for her reasonable health, support and maintenance, taking into
consideration the standard of living to which she was accustomed at
the time of my death, and any income available to her for such
purposes from all sources known to the Trustee; provided, however,
that under no circumstances may my said wife compel or force my
Trustee to make payment or application of the principal of this
Trust. My wife, ELEANOR F. HERENDEEN, shall have the right to live
in my house at SO Circle Drive, East Pennsboro Township, Cumberland
County, Pennsylvania, which shall be an asset of the Trust estate,
for and during the term of her natural life or so long as she
desires to use such premises as a home for herself. The Trustee
shall pay from income prior to distribution to my wife all costs of
epair and maintenance thereof, including taxes, assessments,
'nsurance and ordinary repairs, and the cost of insurance. Said
roperty shall be insured in a reasonable amoUnt ~nsuring the
'nterest of the remaindermen as well as my said wife. Upon the
eath of my said wife or at such prior time as she no longer uses
aid premises as a home for herself, I direct my Trustee to sell
aid real estate and add the net proceeds thereof to my Trust estate
o that my wife shall have the benefit of this additional income for
hatever living arrangements she may make.
B. Upon the death of my said wife, or upon my death in
2
the event that my said wife predeceases me, the remaining principal
and undistributed income shall be distributed as follows:
(1) The sum of Five Thousand ($5,000.00) Dollars to
MT. CALVARY EPISCOPAL CHURCH of Camp Hill, Pennsylvania, to be
used for the general religious, educational and charitable
purposes thereof.
(2) Two-fifths (2/5) of the remainder thereof to my
beloved son, JAMES H. HERENDEEN, JR., or if he is not then
living, to his wife, NANCY HERENDEEN, her heirs and assigns.
(3) Two-fifths (2/5) of the remainder thereof to my
beloved daughter, CHARI H. KRENIS, or if she is not then
living, to her issue, per stirpes, and not per capita.
(4) One-fifth (1/5) of the remainder thereof shall
remain IN TRUST for my granddaughter, SOLANGE REOCH, until she
reaches the age of twenty-five (25). The undistributed income
may be used for her education or medical expenses in the event
of the death of her father, John J. Reoch. When she reaches
the age of twenty-five (25), the Trust shall terminate and the
principal and any undistributed income shall be paid over to
her, or in the event of her prior death, to her issue.
5. In addition to the powers conferred by the common law, by
statute, or by other provisions hereof, my Executor, with respect to
my estate and my Trustee, with respect to any trust or trusts
created herein, hereinafter sometimes called my "fiduciaries", as
the case may be, shall have the following powers:
A. To sell at public or private sale, to exchange, to
lease, to pledge, to mortgage, to transfer, to convert or otherwise
dispose of, or grant options with respect to any and all property,
real, personal or mixed, at any time forming a part of my probate or
trust estates, in such manner at such time or times, for such
purposes, for such price or prices, and upon such terms, credits and
conditions as shall be deemed advisable or necessary under the
3
circumstances.
B. To retain any or all the assets of my estate, real or
personal, without regard to any principal of diversity, risk, or
productivity.
C. To make distribution in division of the probate estate
in cash, in kind, or partly in both.
6. I nominate and appoint my beloved son, JAMBS H. HBRBNDBEN,
JR., but if he predeceases me, fails to qualify, or ceases to act
for any reason, I nominate and appoint DAUPHIN DBPOSIT BANK AND
TRUST COMPANY as the sole Executor of this, my Last Will and
Testament to serve without bond for the faithful performance of
duties in any jurisdiciton.
7. I nominate and appoint said DAUPHIN DEPOSIT BANK AND TRUST
COMPANY as the sole Trustee of all Trusts created by this, my Last
Will and Testament.
IN WITNBSS WHBRBOF, I have hereunto set my hand this Z7
day of
Jv7.a v
"
, 1994.
c!f,~,~.JJ J~~d..u-v
mes . Herendeen
(SBAL)
The preceding instrument, consisting of this and three other
typewritten pages, was on the date thereof signed, published and
declared by JAMES H. HERENDEEN, the Testator herein named, as and
for his Last Will and Testament, in the presence of us, who, at his
request, in his presence, and in the presence of each other, have
subscribed our names as witnesses.
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Addf!s-
1J~o.~
Name
4
COMMONWBALTH OF PBNNSYLVANIA
COUNTY OF DAUPHIN
We, James H. Herendeen ,);::~r.4. - X,'A /
and ~,. L. .-nVd. k-6 ,the Testator and the witnesses,
respectively, whose names are signed to the attached or foregoing
SS
instrument, being first duly sworn and qualified according to law,
do hereby declare to the undersigned authority that we were present
and saw the Testator sign and execute the instrument as his Last
Will and Testament and that he signed willingly (or willingly
directed another to sign for him), and that he executed it as his
free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testator,
signed the Will as witness and that to the best of his or her
knowledge the Testator was at that time eighteen (18) years of age
or older, of sound mind and under no constraint or undue influence,
and I, the said Testator, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament, that I signed
it willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
.ffia........ ./-/ .J~~
'fe ator
1J.;t~ Q.~
Witness
r
Subscribed, sworn to and
acknowledged before me by
James H. Herendeen ,
t e tor, an su scribed
an ore e by
and
, witnesses,
, A.D. 19 94.
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1E~6t 31mUl ~t1tb QrtStttllttlU
Oil
JI\MBS II. IIBRBNUBnN
I, JAMBS II. IIERENUBBN, of Bast Pennsboro Township, Cumberland
publish and declare this to be my Lost
, . I
revoke 011 Wills'and Codicils
County, Pennsylvania do make,
Will and Testament and hereby
previously mode by me.
1. I direct that my legal debts, funeral expenses and the cost
of the administration of my estate be paid as soon os practicable
after my death.
Z. Much of the household furnish'ings in my residence at SO
Circle Drive, Bast Pennsboro Township, Cumberland County,
Pennsylvania is the property of my wife, ELEANOR F. IIERENDBEN. My
wife sholl hove the right to retain possession of Rnd use my
household furnishings so long as they remain in the above premises,
without liability for waste and without bond. If my wife sholl move
or permanently cease using the above premises as her home, then my'
~ousehold furnishings shall be distributed among my residuary heirs
set forth in Paragraph 4B hereof. All of the household furnishings
which are the property of my wife sholl remain her property for such
disposition os she sholl direct.
3. All estate, inheritance, legacy, succession, or transfer
taxes of whatsoever nature and whatever jurisdiction imposed,
,
including interest and penalties, assessed against my estate or
payable by reason of my death, with respect to any property forming
a part of my gross estate for said taxes purposes, whether or not
pass ing
t
without
I
under this Will, shall be paid out of my residuary estate
,
apportionment or right of reimbursement and without
postponement.
4. I give, devise and bequeath 011 the rest, residue Rnd
remainder of my property and estate of every kind and nature and
wheresoever situate, including 011 lapsed legacies, bequests, and
devises, and including any property over which I may have any power
I
.
.
...-....--.-.--.-.-.-.--. .........'. . '.
of appointment, after the payment of all estate, succession, legacy,
or inheritance taxes therefrom, to my Trustee hereinafter named, IN
TRUST, for the uses and purposes hereinafter set forth:
A. The Trustee shall hold, invest and reinvest the
principal of this Trust and shall collect and payout all of. the net
, '," .' III" . "" ; \1'
income thereform in quarter-annual installments, or oftener, in its
sole and absolute discretion, to my wife, ELEANOR F. HERENDEBN,
during the term of her natural life. In addition to the net income,
the Trustee may, in its absolute and uncontrolled discretion, pay to
or apply for the benefit of my said w'fe so much of the principal of
this Trust as it shall deem needful or desirable, from time to time,
for her reasonable health, support and maintenance, taking into
consideration the standard of living to which she was accustomed at
the time of my death, and any income available to her for such
purposeS from all sources known to the Trustee; provided, however,
that under no circumstances may my said wife compel or force my
,,' .
~ Trustee to make payment or application of the principal of this
..r '. ,'I .' , " , :
Trust. My wife, BLBANOR F. HBRBNDBBN, shall hove the right to live
in my house at SO Circle Drive, Bast Pennsboro Township, Cumberland
County, Pennsylvania, which shall be an asset of the Trust estate,
for and during the term of her natural life or so long as she
esires to use such premises as a home for herself. The Trustee
hall pay from income prior to distribution to my wife all costs of
epair and maintenance thereof, including taxes, assessments,
nsurance and ordinary repairs, and the cost of insurance. Said
roperty shall be insured in a reasonable amount insuring the
\ nterest of the remaindermen as well as my said wife. Upon,the
, . ,.n I ,~ I' I' I ,,~ ,.. ,i" I '0' .' :
I
eath of my said wife or at such prior time as she no longer uses
aid premises as a home for herself, I direct my Trustee to sell
aid real estate and add the net proceeds thereof to my Trust estate
o that my wife shall have the benefit of this additional income for
hatever living arrangements she may make.
B. Upon the death of my said wife, or upon my death in
z
.
.
-........
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..... ................. ,.- .---
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the event that my said wife predeceases me, the remaining principal
and undistributed income sholl be distributed as follows:
(1) The sum of Five Thousand ($5,000.00) Dollars to
MT.' CALVARY BPISCOPAL CIIURCII of Camp l\ill, Pennsylvania, to be
used for the general religious, educatl.onal' and charl table'" ;
purposes thereof.
(2) Two-fifths (2/5) of the remainder thereof to my
beloved son, JAMIlS II. IIIlRIlNDIlIlN, JR., or if he is not then
living, to his wife, NANCY IIIlRIlNDIlIlN, her heirs and assigns.
(3) Two-fifths (2/5) of the remainder thereof to my
beloved daughter, CIIARI II. KRIlNIS, or if she is not then
living, to her issue, per stirpes, and not per capita.
(4) One-fifth (1/5) of the remainder thereof sholl
remain IN TRUST for my granddaughter, SOLANGIl RIlOCII, until she
reaches the age of twenty-five (25). The undistributed income
may be used for her education or medical expenses in the event'
of the 'death of her father, John J. Reoch. When she reaches
, ,
the age of twenty-five (25), the Trust shall terminate and the
principal and any undistributed income sholl be paid over to
her, or in the event of her prior death, to her issue.
5. In addition to the powers conCerred by the common law, by
statute, or by other provisions hereof, my Executor, with respect to
my estate and my Trustee, with respect to any trust or trusts
created herein, hereinafter sometimes called my "fiduciaries", os
the case may be, shall hove the following powers:
A. To sell at public or private sale, to exchange, to
I
~ease, to pledge, to mortgage, to transfer, to convert or otherwise
dispose of, or grant options with respect to any and all property,
real, personal or mixed, at any time forming a part of my probate or
trust estates, in such manner at such time or times, for such
purposes, for such price or prices, and upon such terms, credits and
conditions as shall be deemed advisable or necessary under the
3
'.t.'\I 'II.
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I' ';,.' tit'
circumstances.
B. To retoin ony or all the assets of my estate. real or
personal. without regard to any principal of diversity. risk. or
produc~1vi~y.,
.'".,' r;' C. To
'I', . . I,
make distribution in division ,of ,the probate estate
. .' .\ ',' \ '0' I :.1' "I'"
in cash. in kind. or partly in both.
6. I nominate and appoint my beloved son. JAMBS II. IIBRBNDBBN.
JR.. but if he predeceases me. fails to qualify. or ceases to act
for any reason. I nominate ond appoint DAUPIIIN DBPOSIT BANK AND
TRUST COMPANY as the sole Bxecutor o~ this. my Last Will and
Testament to serve without bond for the faithful performance of
duties in any jurisdiciton.
7. I nominate and appoint said DAUPlIlN DBPOSIT BANK AND TRUST
COMPANY as the sole Trustee of all Trusts created by this. my Last
Will and Testament.
IN WITNBSS WIIBRBOF. I have hereunto set my hand this t1
'day of,,-1tJ.::IY
~
. 1994. "
. ,
.: '
(SBAL)
a.....1JJ .;Jv.......~~
mes I. Herendeen
The preceding instrument, consisting of this ond three other
typewritten pORes. wos on the dote thereof siRned. published ond
declared by JAMBS II. HBRENDBEN, the Testotor herein nomed. 05 ond
for his Last Will ond Testoment. in the presence of us, who, ot his
request. in his presence, ond in the presence of each other, hove
subscribed our names as witnesses.
1J~o.~
Name
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,~ 'i: c:i9~ON~~L\}''! {OF PBNNSYL VAN IA
SS
COUNTY OF DAUPllIN
We, James II. lIerendeen ,:::J::~,..,I/. - X,-A /
and ~~ L,. .72~Ja k~ ,the TOItator and the witnelle.,
':re.pect! Velr,\' who.e name. are signed to the attached or foregoing
in.trument, being first duly sworn and qualified according to law,
..-............
.j
do hereby declare to the undersigned authority that we were present
and saw the Testator sign and execute the instrument as his Last
Will and Testament and that he signed willingly (or willingly
directed another to sign for him), and )hat he executed it as his
free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testator,
signed the Will as witness and that to the best of his or her
knowledge the Testator was at that time eighteen (18) years of age
or older, of sound mind and under no constraint or undue influence,
and I, the said Testator, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament, that I signed
it Willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
T~a~ J/ .J~...
e ator .
'U~D..~
Witness
~.d/H</gr
94.
NO ARIAL SEAL
~H J. LONG. IfIIlr, ""',.
HIit'..... DnpNn OIWllII. PI.
M 0_111 .. Ocl. 30. 199&
Register of Wills of CUMBERLAND county, pennsylvania
certificate of Grant of Letters Testamentary
No. 1995-00777 PA No. 2195-0777
ESTATE OF HERENDEEN JAMES H
\UA~~I t~K~~, MLUU~~J
Late of
EAST PENNSBORO TOWNSHIP
~UM~~KLAnU LUUN~I,
WHEREAS,
dated May
was admitted
on the 18th
27th 1994
to probate as the last will of HERENDEEN JAMES H
(J...I\~'1', t .11<::;'1', l"l.1UUJ...t.}
Deceased
Social Security No. 108-10-2173
day of October
19~ an instrument
late of EAST PENNSBORO TOWNSHIP
1st day of October 1995 and,
WHEREAS, a true copy of ~he will as probated is annexed hereto.
,
THEREFORE, I, MARY C. LEWIS , Register of
the county of CUMBERLAND in the Commonwealth of pennsylvania,
that I have this day granted Letters TESTAMENTARY
to DAUPHIN DEPOSIT BANK & TRUST
who has duly qualified as Executor(rixl
and ~ agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the ~ day of October 1995.
CUMBERLAND County, who died on the
Wills in and for
hereby certify
'-ntA'I~/C~)
**NC~~"" A~L N/I_~~S ]I!'OVE APPEAR (!./I.ST, FIRST, MIDDLE)
\ _ ......:~. '-'...'~"'''''':': ."'.~.::~ ~,~"",...", ...~..; ~-'~~-~;~J~~. '.... '~1.1..~.,~,' :~.~'.r.{c.\:~(:~~ .
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1lIlI!.'J'IFlCATIOH OF NOTICK lINDKIl RULB 5.6 ea)
Nome of Decedent: James H. Herendeen
Date of Death: October 1, 1995
Admin. No. 1995 - 00777
To the Register:
1 certify thst the notice of beneficial interest required by Rule 5.6 (a) of
the Orphans I Court Rules wae served on or mailed to tha following beneficiaries of
the above-captioned Estate on October 31, 1995:
NMle
Address
Eleanor F. Herendeen
Mt. Calvary Episcopal Church
Nancy Herendeen
Chari II. Krenie
Solange Reoch,
c/o John J. Reoch
50 Circle Drive, Camp lIill, PA 17011-2610
101 N. 25th St., Camp Hill, PA 17011-3609
309 Black1atch Lane, Camp Hill, PA 17011-8413
210 Vassar Street, Rochester, NY 14607
5344 Nakama Street, Dallas, TX
75209
Notice bas been given to all persons entitled thereto under Rule 5.6 (a)
Cllcept: no exceptions.
Date:
October 31, 1995
and Trust Compsny
"\. .
Robert L. Keck,
Assistant Vice President
and Trust Officar
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Addrass:
P.O. Box 2961, Harrisburg, PA
17105-2961
Telephone: (717) 255-2148
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Capacity:---'__ Personal Representative
Counsel for personal
Representative
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DETACH AND RETAIN THIS PORTION FOR YOUR RECORDS
MC NO.
MC NAME ESTATE OF JAMES n HERENDEEN
1300434009
FOR
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No. M-040359
DATE 12/28/95
REMITTANCE AMOUNT
INCOME I PRINCIPAL
$25,000.00
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PA INHERITANCE TAX PAID TO REGISTER OF
WILLS AGENT - PAYMENT ON ACCOUNT
121-95-0777 TO RECEIVE DISCOUNT
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D Dauphin Deposit Bank
ondTrusl~ ,
P_O bOX 2061
HARRISBURG, PENNSVLVANIA 17105-2'961
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a~o.;~A 082458 COMMOND~~~~~T~: ~~:~:YLVANIA
[II~II.. i. OPPICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATETAX"
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RECEIVED fROMI
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ASSESSMENT r:w
CONTROL Ii:,I
NUMBER
AMOUNT
DAUPHIN DEPOSIT BANK & TRUST
101
.co,ooo.oo
PO BOX 2961
HARRISBURG, PA
1 71 O~-2961
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UlA!! INfORMATION I
m M
EI MO
II AYMENl
EI PO TMAR~OQ-tq
OUNTY
CUMBERLAND
DAlE Of DEATH
SBN 108-18-2173
(fiRST) (MI)
el-199~-0777
EDENT IIASl'
1 0 l(>1.pj1lS
REMARKS
DAUPHIN DEPOSIT BK & TR CO
m TOTAL AMOUNT PAID
.25,000.00
SEAL
CHECKIt M-01t0359
CW
RECEIVED BY 911/)7 (i J~~. . PM./
$IGN"'WR~/ I' .
.4/:""1<./I.(i;i;:'~.
MARV C. LEWIS I I
REGISTER OF WILLS
REGISTER OF WILLS
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPUCATE
WITH REGISTER OF WILLS
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FOA DATE5 OF DEATH AFTER 1211"" CHECK HERE
IF A SPOUSAL
TV TI AtM
FILE NUMBER
15 -01 ~ / J.-
CO"~F~:t.~~IJ,\'T"o':.rt'VNE~bl'NIA
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HARRISBURG, f'A IFUI-QtOI
21.95.0777
VEAR
HUMBER
COUNTVCOOE
OECEDENrs COMPLETE ADDRESS
50 Circle Drive
EasC Pennsboro, PA
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DICEDENrs NAUEILAST, FIRST, AND MIDDLE INITIALI
Herendeen. James H.
SOCIAL 5ECURITYNUMBER OATEOF DEATH
100.10.2173 10/01/1995
06/07/1907
DATE OF BIRTH
County
Cumberland
socrAL SECURITY HUMBER
.AMOUNT RECEIVED ISEE INSTRUCTIONS I
0.00
IIII' APPLICABLE) SURVlVINO SPOUSE'S NAME ILAST,FIRGT AND MIDDl.E INIn.,L)
Herendeen, Eleanor F.
X 1. Onglnal R.turn
4. Urntad Estale
lKJ 5.
....!......8.
Remalnd'" R.Mn
(lor d.'.. 01 d.aIl1 prior 10 lZ'13'B2)
F.d",al Est.18 Tax R.turn Requlr.d
Total Numbet 01 Sale Depoalt Bo...
2. Supplemental R.turn
X 4.. Future Inlorest Comprorme
(lor d.l.. 01 death alI8t 12'12-82)
[ID 8. Dec.d.nl DI.d T..,alo 0 7. Decedent Malnlaln.d . Uvtng Trust
Anoch co 01 WiIO (An.ch . cop 01 TruS1)
e p AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAll0N SHOULD BE DIRECTED TO:
~ ~ NAME COMPlETE MAILINO ADDRESS
~ ~ Roberc L. Keck Dauphin Deposic Bank and TrusC Company
S N TELEPHONE NU"OER 213 Markec ScreeC
- T 717 255.2148 Harrisbur PA 17101
1. R.a1 EsI.'O (Schodulo A) (1) 109,000.0
2. Slack. .nd Bond. (Schedule B) (2) 7 3 9 , 13 0 . 13
3. Closely Held SIOck/POJ1norshlp Inler... (Sch.dule C) (3) 8,720.00
4. Mong.gesand Nolos Recolvoblo (Schodule OJ (4) 25,321.12
5. Cesh, Bank D.po.its & MlsceU.noou. Parsonal Property (Sch. E) (5) 51 , 651 . 21
e. JolnUy Own.d Propeny (Sch.dul. F) (8) None
7. Tr.nslers (SChodul. G) (SChedulo L) (7) 10 , 495.00
8. Tolal Gross Assots (10101 Unes 1-7)
8. Funeral Expenses, Administrative Costs, MIscellanoou8
Expense. (SCh.dule H)
10. Dobts, Mong.ge UoblllUos. Uons (Sch.dul. I)
11. Tolal Doductlons (Iotal Uno. 0 & 10)
12. Not Value 01 Estate (Une 8 minus Uno 11)
13. Chonlable and Governmenlal Boquests (Sch.dul. J)
14. Net Value Sub oct to Tax Uno 12 minus Uno 1:]
15. Spou.al Tr.nslors (for d.I.. 01 da.lh anor 0-30-94)
See Instructlona lor Applicable percontago on pago 2,
(Include valuos nom SChodulo K or SChodul. M.)
18, Amounl of Une 141....bl. ollr~ r.lo
(Include volu.s from SChodul. K or Schodul. M.)
11. Amount of Une 14 IDable at 15~~ rate
(Includ. volu.. from SCh.dule K or SChodul. M.)
10. Principal lax due (Add lax Irom Une 15, 10 .nd 17.)
19.Crodlts/Sp poveny Prior P.yments Dlscounl
0.00- 25,000.00 - 1,315.79
20. If Uno 191s groator than Una 18, enter Iho difference on Uno 20. This Is Iho OVERPAYMENT.
~ D IChlck hlr.lf you ar. requ.stfng a refund of your oVlrpayment.1
21. II Un. '0 Is gro.ler Ihan Un. 19, onlor Ih. dlnar.nce on Une 21. This Is Ihe TAX DUE.
A. Enler the Inlorest on the balance duo on Uno 21A.
B. Enlor Ihe lolal 01 Uno 21 .nd 21A on Un. 21B. This "1h8 BALANCE DUE.
Mak. Chick Pa able to: R Ist.r of Will A t
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECIIECK MATH .. ..
Undlrpln,lllu at plrlvry.' IIIClln Inat I"..... 11lI.II'Ilnlll Inll r.t\j,n,lnClulllnD ,cCGll'lp'"'flnD Icnlall'" and ,Llllmlntl, Ind to 1'" alii 01 Illy IIno.....lIg.anll blul,,'" w.,
conIC1'"'' call1pls'.. I d.,II,.'h11III 'ulllt"1 hu bU" ,.por,.d 11'nI' 11'I1,11.1'111""1. C.clltaaonof p'lpI'.' ath" 'h," U'I p.raanlltlIH'Ul'IlIttvl.' b,..d an 1.1 1,,'o,mltlGn a'
.hlch prap.,1t hu any kno.....dgl.
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944,325.46
(9)
63 ,461. 13
(10)
10,188.74
(11)
(12)
(13)
14
7J. 649.87
070.675.59
5.000.00
865,675.59
(15)
241,780.50 X Q..!....
0.00
(18)
623,087.09 X .08'
37.433.23
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O.OOX.l~'
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(18)
37.433.23
Interest
(18)
(20)
26.315.79
0.00
(21)
(21A)
(21B)
11,117.44
0.00
11,117.44
Dauphin Deposic Bank and Trusc Company
213 Markec Screet
H,irr i.bur.... PA.' i Yi6 r..........................
THER THAN REPRESENTATIVE Dauphin Deposic Bank and Trusc Company
213 Markec Screet
Hiirri.burR': 'PA"iW6r" .................. ......
DATE
c.-1.~-ll.
DATE:
Fa,,,, 1500 IA.v. ,..,.,
CoPynD"tlcl "0. 10'''' sal1...'" only CP5yI1''''II,lnCo
Reco'o ,'I \ "L,',. 01
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'96 JJN 28 All :18
Clall' ':' '~"-:ilurt
Curnbci'~:I\j \.0.. PA
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Act 1#48 of 11194 provlde. for the reduction 01 the tax r.tee Impo.ed on the net value 01 lran.fer. to or for
the u.e of the epou.e. The rate. a. pre.crlbed by the .tatute will be:
83% (.03) will be eppllcable for e.tate. 01 decedenta dying on or afler 7/1/94 and belore 1/1/98
82% (.02) will be applicable for e.tate. of decedenta dytng on or afler 1/1/98 and before 1/1/97
81% (.01) will be applicable for e.tate. of decedenta dying on or afler 1/1/97 and belore 1/1/98
8Spouaaltran.fer. occurrlng on or afler 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOllOWING QUES110NS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
1. Old dllC4ldent make e tranoler and:
L retalntheuaeorlncorneofthepropenytranaferred..... .... ......................... . ..
b. retain the ~ght III deolgnal8 who Ihall Ule the property transferred or U.lncome, . . . . . . . . . . . . . . . . . . . . .
0. retain a reversionary Interest; Dr . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. .-.etheprormelorUleol_plymento,benell1sorcare?.......................... ...
:L II deeth occurred on or belore December 12, 1982. did decedent within two years preceding death
transfer property wI1hout receiving adequate consideration? II delth occurred alter December 12,
1982, did decedent tranJler property within one year 01 death without receiving adequal8
consldBfltlon? . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . .
3. DlddllC4ldentownan1ntruotlofblnkaccountathlaorhBfdelth?............................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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1Eust ~tIIill ttttb (!ft61Ut1Ultf
OF
JAMBS II. IIBRBNDBBN
I, JAMBS II. IIBRBNDBBN, of Bast Pennsboro Township, Cumberland
County, Pennsylvania do make,
,Will and Testament and hereby
publish and declare this to be
revoke 'all 'WiliBI'and'C~dicih,r I"
my Last
"
p~eviouBly made by me.
1. 1 direct that my legal debts, funeral expenses and the cost
of the administration of my estate be paid as soon as practicable
after my death.
Z. Much of the household furnish'ings in my residence at 50
Circle Drive, Bast Pennsboro Township, Cumberland County,
Pennsylvania is the property of my wife, BLBANOR F. IIBRBNDBBN. My
wife shall have the right to retain possession of and use my
household furnishings so long as they remain in the above premises,
without liability for waste and without bond. If my wife shall move
~r permanently cease using the above premises as her home, then my.
~ousehold furn'ishings shall be distributed among my residuar'yheirs
set forth in Paragraph 48 hereof. All of the household furnishings
which are the property of my wife shall remain her property for such
disposition as she sholl direct.
3. All estate, inheritance, legacy, succession, or transfer
taxes of whatsoever nature and whatever jurisdiction imposed,
,
including interest and penalties, assessed against my estate or
payable by reason of my death, with respect to any property forming
o part of my gross estate for said taxes purposes, whether or not
passlna under thIs Will, shall be paid out of my residuary estate
'. ,.' , I . \
"rithout apportionment or right'of reimbursement and without
, ,. . ,. ,i .' '!,. . ,.\,' ", ; 'II,. T ,. ..
postponement.
, '
4. 1 give, devise and bequeath all the rest, residue and
remainder of my property and estate of every kind and nature and
wheresoever situate, inclu~ing all lapsed legacies, bequests, and
devises, and including any property over which I may' have any power
..
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.
.
of appointment, after the payment of all estate, succession, legacy,
or inheritance taxes therefrom, to my Trustee hereinafter named, iN
1RUST, for the uses and purposes hereinafter set forth:
~. The Trustee shall hold, inyest and ~!,~.nves~.,the
pr1nc~~~~ ~~. thls Trust and. ~hal1 ~oll~~~ .,a~~ ,.P'~y ..~:~t. ~H fYf(",~e net
income thereform in quarter-annual installments, or oftener, in its
sole and absolute discretion, to my wife, ELEANOR F. HBRENDEEN,
during the term of her natural life. In addition to the net income,
the Trustee may, in its absolute and uncontrolled discretion, pay to
or apply for the benefit of my said w\fe so much of the principal of
this Trust as it shall deem needful or desirable, from time to time,
for her reasonable health, support and maintenance, taking into
consideration the standard of living to which she was accustomed at
the time of my death, and any income available to her for such
purposes from all sources known to the Trustee; provided, however,
that under no circumstances may my said wife compel or force my
I Trust~;' ~?':D1~~~ .'pay~ent o~ ~~l'l~~~tfon .of,.t~e..pri~~~f.a~:.o,f. ~~~~
Trust~ My wif~, ELEANOR F. HERBNDEEN, shall have the right to live
in my house at SO Circle Drive, East Pennsboro Township, Cumberland
County, Pennsylvania, which shall be an asset of the Trust estate,
for and during the term of her natural lifo or so long as she
esires to use such premises as a home for herself. The Trustee
hall pay from income prior to distribution to my wife all costs of
epair and maintenance thereof, including taxes, assessments,
nsurance and ordinary repairs, and the cost of insurance. Said
roperty shall be insured in a reasonable amount insuring the
I ,~~~~~s~ f\O~ I ~.~~, .re~~in~.~~m~~.. as ,w.el~ ,,~,~ ,~~ . s~~.d I ~~.~~:: ~~on ~ ~h~,,: ,.,
eath of my said wife or at such prior time as she no longer uses
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aid premises as a home for herself, I direct my Trustee to sell
aid real estate and add the net proceedS thereof to my Trust estate
o that my wife shall have the benefit of this additional income for
hatever living arrangements she may make.
B. Upon the death of my said wife, or upon my death in
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the event that my said wife predec~ases me, the remaining principal
and undistributed income shall be distributed as follows:
(I) The sum of Five Thousand ($S,OOO.OO) Dollars to
MT,I CALVARY BPISCOPAL CHURCH of Camp IJill, Pennsylvania, to be
. ,I .
ulled for the general religious, educational' and"chatltable"";o I "
purposes thereof.
(Z) Two-fifths (Z/S) of the remainder thereof to my
beloved son, JAMBS II. IIBRBNDBBN, JR., or if he is not then
living, to his wife, NANCY HBRBNDBBN, her heirs and assigns.
(3) Two-fifths (2/5) of the remainder thereof to my
beloved daughter, CIIARI II. KRBNIS, or if she is not then
living, to her issue, per stirpes, and not per capita.
(4) One-fifth (l/S) of the remainder thereof shall
remain IN TRUST for my granddaughter, SOLANGB RBOCH, until she
reaches the age of twenty-five (ZS). The undistributed income
may be'used for her education or medical expenses in the event'
of the 'death of her father, John J. Reoch. When she reaches
the age of twenty-five (ZS), the Trust sholl terminate and the
,
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principal and any undistributed income sholl be paid over to
her, or in the event of her prior death, to her issue.
S. In addition to the powers conferred by the common law, by
statute, or by other provisions hereof, my Bxecutor, with respect to
my estate and my Trustee, with respect to any trust or trusts
created herein, hereinafter sometimes called my "fiduciaries", as
the case may be, shall have the following powers:
. A. To sell at public or private sal~, to exchange, to
~e~;e, to pledge, to mortgage, to transfer, to convert or otherwise
dispose of, or grant options with respect to any and all property,
real, personal or mixed, at any time forming a part of my probate or
trust estates, in such manner at such time or times, for such
purposes, for such price or prices, and upon such terms, credits and
conditions as shall be deemed advisable or necessary under the
3
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circumstances .
B. To retain any or all the assets of my estate, real or
personal, without regard to any principal of diversity, risk, or
producH,!i~Y,.
,....
..,.. ,.... , ,,,C. To make distribution in
. '
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d~ v,isi~" 10~. ~~.~r lr.ro~.M:l~~\~~~ to
in cash, in kind, or partly in both.
6. I nominate and appoint my beloved son, JAMBS II. HBRBNDBBN,
JR., but if he predeceases me, fails to qualify, or ceases to act
for any reason, I nominate and appoint DAUPHIN DBPOSIT DANK AND
TRUST COMPANY as the sole Bxecutor o~ this, my Last Will and
Testament to serve without bond for the faithful performance of
duties in any jurisdiciton.
7. I nominate and appoint said DAUPHIN DBPOSIT BANK AND TRUST
COMPANY as the sole Trustee of all Trusts created by this, my Last
Will and Testament.
IN WITNBSS WHBRBOF, I have hereunto set my hand this 27
a'J~~.JJ ~~~~
mes . Herendeen
The preceding instrument, consisting of this and three other
typewritten pages, was on the dote thereof signed, published and
declared by JAMBS II. IHJRBNDBBN, the Testator herein named, as and
for his Last Will and Testament, in the presence of us, who, at his
request, in his presence, and in the presence of each other, hove
subscribed our names as witnesses.
(SBAL)
'dayof"~.:JY
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"!'i ,.I\iC:OMMOHIfDA~TIf}~FI'PBNNSYLVANIA;' ',.,.... . "., .
~~.t~l !I}!r;I\'I. '?";i~~'~"'" . SS'
"!' "'COUNTY' OF'DAUPHIN
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We, James If. Herendeen
. and, ~ f. ~UdJ'Lk..-6. ,the Testator
; I ",'r,lIIpecU Ve1)',\' whose names are signed to the
. '
instrument, being first duly sworn and qualified according to law,
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and the witnesses,
, . ,
attached or' foregoing:
do hereby declare to the undersigned authority that we were present
and saw the Testator sign and execute the instrument as his Last
Will and Testament and that he signed willingly (or Willingly
directed another to sign for him), andYhat he executed it as his
free and voluntary act for the purposes therein expressed, and that
each of the Witnesses, in the presence and hearing of the Testator,
signed the Will as witness and that to the best of his or her
knowledge the Testator was at that time eighteen (18) years of age
or older, of sound mind and under no constraint or undue influence,
and I, the said Testator, do hereby acknowledge that I signed and
executed.the i~strument as my Last Will and Testament, that I. signed
it willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.'
Subscribed, sworn to and
acknowledged before me by
James H, Herendeen' ,
'e or, an su scribed
an . ore e by
and
, witnesses,
, A.D. 19
~arc;" J.I .J~\,
e a or .
'U~a.~
Witness
~.rX/H/4r
\ "
",
94,
N ARIAL SEAL
""" J. LONo. tmar, NI,.
Hlltl""t. Dllp/l/n elml,. Pa.
M CItIIIIIIII' ~.. Del. 30. 1995
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters Testamentary
No. 1995-00777 PA No. 2195-0777
ESTATE OF HERENDEEN JAMES H
(~~~I ~~KO~, M~UU~e}
Late of
EAST PENNSBORO TOWNSHIP
\,;urlJ::I~~U l..,;UUn'l'x,
,
WHEREAS,
dated Mav
was admitted
on the 18th
27th 1994
to probate as the last will of HERENDEEN JAMES H
(~Q~, ~~H~~, M~UUu~)
Deceased
Social Security No. 108-18-2173
day of October
1921 an instrument
late of EAST PENNSBORO TOWNSHIP
1st day of October 1995 and,
WHEREAS, a true copy of ~he will as probated is annexed hereto.
.
THEREFORE, I, MARY C. LEWIS , Register of
the County of CUMBERLAND in the Commonwealth of Pennsylvania,
that I have this day granted Letters TESTAMENTARY
to DAUPHIN DEPOSIT BANK & TRUST
who ~ duly qualified as Executor(rixl
and ~ agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
of my Office the ~ day
,
CUMBERLAND County, who died on the
Wills in and for
hereby certify
,
..
I have hereunto set my hand and affixed the seal
of October 1995.
\-ttAr~~'
**NC':'!;;.... ALL NAlol!;;'3 I\l:!O'lE APPEAR (LAST, FIRST, MIDDLE)
'.
. ,
.
Mark E. Hilbert & Associates
IIERJ!NDEI!Il
FII. No. 95160KH
'p'OPlrtv O..crlpllon
UNIFORM RESIDENTIAL APPRAISAL REPORT
llG Cedi 17011
II
U
\I
J
I
C
T
"'--II' Add,," 50 01"18 Drive
..L._..n~ '....1 At'
...Afe-.,', 'lft" N,.
en, C8lIllLlI1l1
1111. PA
,.."-,,, "(.f'I'" a-d~
C:~I'",O"!."!LIlAmO OCCl.Det1lJ ~
00,_.......... n"M.....w I PtDlU1..lr1" O~CondllmlfNnltlUONo\.t!bl IIDA' 1M,
H.....OfkoodOfrl~ecIN..,,~y~b Park MNl1!t!.I!Jns.1 C~1f.ct 102
..... Plle.. 109. OO~I\JJU!t D'U!..!I1!f't .nd , .....lM!!!...lllu!1..1!!l!'a!lltJ!'!lS:!lfl..rw I. bllltId b'l' ,.n., ~).
.1""'''IC'''' Dl\YPh.l.~P2J!lt Bank M~nL-l'. O. 8gx 296l HatrlBburR.-1'A-JJl05
--_. Mark IL ....;L_. ......M. 4 NMth U.T, ,. PA L7055
hellion
UrblPt
0... 71"
,
Suburb., F A~" ~
28.."'" t= Urwt" 2... ......-rr
p= 110"
,..""",1, ntlM' Inc,...,no SlabI. F D,dwq
Dtmlnd1l'-"Plr 'hotlIQI In b"lnCt F OU'IUPP,
I IIn/flb",-- ..J,~ I n'I!..I..mM.
H.-: n-..... r.... _.~.......... ,~.Il-'-4..,.. .......1.._.
N",hb..hood bot..........,.., Ch".ct.."lItt: Property 18 laca ted at
in the devolopment of Country Club Placo,Eaat
11oIt1~
O.."lhllll
"-
SIIIl.oI.
0",..,
,',
"
N
e
I
OJ
,H
,8
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! ,
i. ;
'0
,0,
, ,
,.......
VKlfltfQl'IIU
. .~,
.... r..-.y -.... .......... ~ ,. l..-........
PRlC! , 10001 Aor 1,111 0,.. '1fftIt, D..6.- [i] N.I hkel, 0 Uhl,
100 law 10 '.4,,,,,11, ~Ol"f"'('"
''in ..... lO~, MIAII.IIINl, ~ h:
,';:'., I III; :"'.-,: CommtlC''' 0;;-
I H 40 I U T .~.. 0'
the comer of Circlo Drive and CoWltry Club Place
Ponnaboro Tovuahip,Cumbarland C~Ulty.Pennaylvania
hclOf. thlt .1I.tl the ",,,h''''., If Ih. "'CI9"I... '" 11M nelghbOlhood tpr..ImlI, I. ~p1or_nl end 8fMI"i,IM, -.npI.,menc 1I1b1N1" ........ "'....... 'lc.ll
Property haa good access to emp10ymont and aervicea.
~/;
U.hl cordillone an IN '~tl nelgtobtMhood 1~1ng ''''''Ofl 'Of Ihllb... undUllont ,""lid t"hI tl~ of pt.-I, v......, cf_tnd~" end "'....lInO Urn.. .. .ueh.. "It, M
c~lltl". ",ope,U.. 'Of .... '" the nelCIhbOlhood, dH~lpllon If the Pf.,,-,-, of .......... 'In_!no Cone_ON, Itc.1l With the improving markets seller.
are not required to offer aalaa or financing conseaaiona. Financing is readily available from
a variety of aourcea.
'",
!~~[
.,t,
j:,fl
)'1<
C.,,...Lot
V.. UN'
Topog,.phy TA... T
SIlO n. I QQ A~~..
Shape
O'lIlnage
VI.w
lend'Gaplng
D,Iw....", "'tee
,t,pp.enI(lHment. 'I'vnl".1 n~flf..v
lAnd .hould havo no eff"". on ,. n~ IUtv
;,P.\ "'......".......-,.. ruo. PI ""'ubl.H. the d......'/buSdtf tn cone," or IhI HorM Ow,...,' AMoriM'on !HO"," U v.. U Ne
>g~ "",,e.Irn'"I'Itlnumbet"U"IIllntM~Clpr.c1 N/A . App..Im'I'I.ttlnurnbel"'lnllr_.t!.lntht~c1pr~1 N/A
_, ..~. N/A
'';1: 0_...75.23 x IH..' ,~~.. II~
" ..,...... 0.674.45 Sa. Ft.
} ;f( "'cl'lc ''""' d..fiflul'''' end dUetlpll... I .1
rg Z... cernplllnC' Iill"tI 0 hall nonconl_mlng IQrtrdlMNfM UNI U 11Ieo" 0 N..~
:r{;i H....'. bltl ... .. tmpfovM 00 PleMnl: UN 0 Dlhef UN luplelnl
'!\: Ulllld.. Publlo Olhor 011.011. Typ. Publlo Prlv.t.
q. Eloclrlclly ~ ,no Amn ~::",'monl~cadam IX]
11< Gel Cu,b/Gutle, Concrete B
e;-~ Weter Sidewalk None FEMA Speclel Flood Haze,d A,ee 0 Yet IX] No
'i:,',; S.nll.ry Sow.r iXi Str.olllght. Yoa >= FEMA Zone C ~. M.p 0.,.4-15-77
;.: RIO Fx1 AII.v None I I FEMA ".n ". ~-B
U~} Cernmenl.llPPlI.nf ad..". ...emtnt.. 1tnCf0Khm.n,.. .petlt! """ment.. .lld. 1I....lIIegt! or ltall nonconlormloQ .onlng. ..... .,c.l: None apparent. Subj eat
T however to reservations, eaaomants. conditions and right of way of record.
D GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION
E No. 01 Unl.o One Foundation Block Slob No
.. No. of 810rllll One ht.rlor Well. Brck/Alm C,ewl Speoe PJn
,R:- Typ.COel./AtI.J Root Su,f.oe Conmoait a...menl 1l'ut 1
: .. Design (Slyt,,) Ranch OUlI'" II O",,...pl. Sump Pump FloorDra i
P.. hl.II"';I7',09"" ExistinlZ. Window Type Dhl Dampn...
:1 Aoa IV,.., 35 BtormfSc,eenl Seul.menl
o. I fI'.dl......... f'l1'. 6 -8 Mw,uhcll..d H....NO Ilnllllta'I"
',~I B.~~;:~ Fovor Ilulnn nlnlnn: ."nh.n '".
,OJ I.v." II II II I"A~-rn
:F,ll.v." I
,T I
M ,
P I Flnloho. .,.. ....... n.... n. nln., 6 Room.'
It. INTERIOR MtlllltI.lCondlllon HEATING
e Floo.. .. Typo
E W.II. , lOun Fu.1 n U
M T,lm/Flnloh !ll!2Jl/Av" In_II
'~ Bolh Floor Ulnv'I/A;'" COOLING
T ft,lhWtl,.COf Ceramlc/t\YA Central Yea
a 000" Hollow Wood Olhe, NonA
10_"_
UdlllllMl I........ .....cltI __,,, .,ndent "__. elc.I:Book caee
R~~
BASEMENT
Alan Sq. Fl.
% Flnl.hed
Ceiling
Wall.
Floo,
Oulold. Entry No
INSULATION
Roof
C.lllng
Well.
Floor
None
u,.,.."'"
l,~44
An
Tlln
-
~
ted
Ferrolv Rm. b. boo
II
Air
~ ".d.on~'."
KITCHEN EQUIP.
Aefflgarelo,
Rang./Oven
ol.poul
Olshwathe,
Fan"iood
Mlorowave
c
o
M
M
Ie
,If'
T
8
Ix
in Den/3rd Bed
IPlRm
12
,...-'..
I
1.344
1.344
Olho,
lilt"
I~
2 B.,hl I ,~44 Sm.... .... nf Q,o.. Uvlno Atno
AMENITIES CAR STORAGE
FIr.pl.colol , 1 Ii1 Non.O
Patio Concrete . Fi1 Ga,aOIl , 01 c..
o.ck ",UKhM 1-
Poroh DeIKhect
Fence Ih"Hn
Pool Carpofl
I
ATTIC
Nonll
Sial,.
Drop Slel,
Scullle
Floo,
Healed
l=-
In
Room.Storage Shed.
CondlUort 0' 1M Im",.....m."". d"".dlll." ",,",pu'. ".,.:tl."lI. tnd ..'..nlll. "p.. nHded. ,,"'I,.t CONllucllon, '1m~/tddltl"".IIC.1 No major repairs
noted. No evidence of functional or external obsoloacence.
.....,," "",11,"",,",11 CondIU.". ltueh... bu' net Nrnlled I', halld_ ....,... fo.I, Mbtt_...llc.1 pi",", In 1M IrnpfC.nmtnll. Dr! tN .11'. 01' In fNlmmtcrltt. ~dn", ellht Mlbttt1
~....", There aro no ~ia ~ble or apparent advorBe environmental conditions that would negatively
ImnAC. the vall." nf tit. sub I""i: S Ann~aiaal R"nort
,,1llHIt MH h,m JO . U
Me., fVchtrdton, TX '2141....J713
,....... M.. ,.,'" 1004 '-12
'..1.1
.
Murk E. Hilbert & A88oclutu8
UNIFORM RESIDENTIAL APPRAISAL REPORT
Fllo No. 95160HlI
,
YoIuotlon Soa~on
Cornmlnll on Co., ApP,olloh I.uoh '1 lourOI 01 DOlt
.,lIml'I, ,It I ...alu., .qulI" loot a.loulltlon and tOf HUe,
VA, end FmHA. the ..Umlted remelnlng 10 anomia 11ft of
the propenyl! In reproduction coat of
improvement, Harehall 6. Svift Handbook
end local contractora are referenced.
ESTIMATED SITE VALUE. . . . . . . . . . . . . . . . . . . . . . .. - ·
ESTIMATED REPRODUCTION COST.NEW OF IMPROVEMENTS,
Dwolllng 1.344 Sq. Fl..' 51.J~ . . 69.6U
Basement 1.344 Sq. Ft..' 14.50. 19.m
22.000
aorogolEo,pall !&L Sq. Ft. . . 10. Oll .
Tol.! hUm.led co.t New ... , . . . . . . . . . . . . . - · .
Phyelolll Funotlon.1 E.lelna!
lo.. 11 It
Dlprecl,tlon JJL . ·
O.pflol.,.d V.lul 0' Improvemln'. . . . . . . . . . . . . . . . . . -
"AI,I," Value of Site Improvement I ................ -
4.060
93.234
8 Gale Road
~
50 C lrcle
Drlve 25 Clrcle Drlve
~0lILlI1l1. PA
\.QPlllJl.Ilt
117 RWlIon Road
.l1Im
,".'C" .-.
.
: ~~~ igoo
C.P.K.L.
C.P.H.L.
....-".;{..
" ..,:.!.".;~:;
OIUIlWJ/OII
rn . '"
C.P.K.L.
, ,
~;'(:
i.
H;~
.~~' ~::.:.~
':~:;
'x.-
\>.';
?>
~~~ci
".t:
DOK 3
DOK 21
DOK 11
.;,.......
:'V:~ .;~-::; '~"
;~~~-
,..).
.~f:'
~~i"
.\~:-
'j'
AbeY.o,ede
"""' COU"t
."Mlef'lI.,."...... Full Full Full
".."......... arid.
.
0
'...ch. Petl., D.c\. Patlo Porch/Patlo -1,500 Patlo Patio
;.c',:'
nl:,','
8
't
':e:{
~~~~
'C'.
0'
M
p
A
.11'
I:
.8
o
N
A
N.
"
~.
8
I
~
+;",; + +
~U;:;:::;;;P'.', , 109.20 ;~iX;d}'~;'!'1
c""",.nt. CM'1 ,.... Cemp......, ll"eI~1nCI the ~cl pl'epetlY" comp.lIbill'Y to thl "'letGOIhoodt .lc.1l Comparable.
ea1es evellable vlthln a re8lonable dlatance of the aubject
cloaed
The leck of etorm aewera, curba, gutters, eldewelks, end/or etreet llghta la typlcal of the
nelghborhood and doea not adveraely impact marketeblllty.
The aubject la over 30 yeara old, but haa been modernlzed aa neceasary end la marketable in
lta preaent condltion. The effective age la aignlflcently leaa than 30 years.
functloning properly to
The property' a heating, plumblng, and electrlcal eyatema appear to be
r:::l
the beat of the appralaer'e knowledge end expertlae.
f
comparsble No (a). 2_
The compareblea choaen are
., It la noted that the prlce per aqUAre foot of gro81 Hvlng erea for
u. variea by more than $10.00 per aqUAre foot compared to the aubject.
','V the beat avellable.
::;'
'T' It is noted that comperable No(a). 3_ occurred over aix montha prior to the appraisal date
,.: and ls/are considered to be the beat available,
.';:
I em uneb1e to verlfy the inauletion 'R' factor. The preaence of UREA-FORMALDEHYDE FOAK
INSULATION could not be determlned. If UFFI la preeent, the eppraiael market velue may be
adveraely affected or volded. Any lnformatlon about lnau1atlon stated on the appralaal vea
provlded by In.pectlon, owner, or agent, end ia aaaumed to be eccurate.
The eppralaer la not evere of the exlatence of Radon Gaa and/or Radon Daughtera, and doea not
heve the neceaaery equlpment to teat for the preaence of aame. If a future teat ahova
unacceptable levels of Radon present, the appralsed market value may be adversely effected or
volded.
Pleaae be adviaed that In the market data sna1yala grld, bathrooms ere edjuated for on the
flrat llne end groaa llvlng eree/room count ere edjuated together aa e aingle adjuatment on
ode
MCI, Rlch_dlon., TX 11011 I2I41111t-UU
,,,.3.'
,...... M. 'I'm '004 1,"
,'~~ ~:< ':
.
f" I
Mark E. Hilbert lit Associates
UNIFORM RESIDENTIAL APPRAISAL REPORT
FlI. No. 881eoMH
. VIIIaedon 8eodon
.
camperabla .alea are .ettled to the be.t of the apprai.er'a knowledge. Verification of
None
N/A
None
N/A
None
N/A
None
N/A
AnI',-. III '"' Nt.... ............ of....,aM, _lilting .1 'hi ~eI plf*1J'" ~ III eny' pt.t ....... ~... c........... w...... _ ". III thI d... 11I"""."1
N/A
~ INDICATED VALUE BY BAlES COMPARISON APPROACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .
.
,..,. ............ m'" IUbtHt I. thI ,,,..... ........1... ~I.. _ ceNltl.. ht... NIIW ~I ,. ..........."",. 11I-..... ...........
c..........._....Th. appraiaer a..umeo e marketable title and that all of the equipment allociated
with the improvamant ia in work1og order.
"".""............The market approach reinforced by the COlt approach 1& a good indicator of Fair
IIarket Value. The ract that the seller 11 or 11 not payi1l8 any portion of the clo.1og co.e.
ha. no effact on thia appraiaal or ralala.
'hi "",... III lhlI..........." ..""'It. the "'...... 'I"" ",he ,... """" IhIe"lhe Nlfet' If..... I..'....... ~...-..,. c.....,,_...... "''''....Ien,........ .....1ImIt.,.
......u...... m....' ....dtflnltlonthll.........ltlthl..IKhed "......... 'Ol'm4J1If..-M.. '"m 'OO4.1I\h..... 6/93 I.
I lWEI ESTIMATE THE MARKET VALUE, AS IlfF1NED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, All OF
NOVBID;:r ~5~.1995~lWHlCH . ~E 0 OF INSPECTION AND THE EFFECTIVE DATE OF nus REPOIlTl TO lIE . 109.000 .
~ .- .. ll.PIJI'W8CJftY~toH\.VI'''lallMDI
_. ~. _. Dow DOWN..
H.....Ha E lrtr HIIM I,..,... "......,
....__ NovBlDber 20.1995 .".__
.,,,.C.""'Idon,RL 000388-L ItM.PA 11M. ClftlfJutl"" , IIttl.
Oftllll.lJMnM' RB.029755-A I....PA Of "",''''''' 1It"1
MCI, NchlfllHn, TX 11011 ~i2141....nll
'''' 2.2
,..... U.. ,.". 1004 ..11
t.. .
Mark E. Hilbert & Associates
FlI.N..
I ~t."'''';:',j:::: ~.::::::::...
L.nd.. Dauphin Depoait Bank
Btala PA
Zl. Cod. 17011
ADDENDUM B
APPRAISAL CERTIFICATION
I certify that, to the beat of my knowledge and belief:
- the atatementa of fact contained in thia report are true and correct.
- the reported analyaea. opiniona, and concluaiona are limited only by the reported
aaaumptiona and limiting conditiona, and are my peraonal, unbLaaed profeaaional analyaea,
and concluaiona.
- I have no (or the apecified) preaent or proapective intereat in the property that ia the
aubject of thia report, and I have no (or the apecified) peraonal intereat or blaa vith
reapect to the partiea involved.
- my compenaation ia not contingent upon the reporting of e predetermined value or direction
in value that favora the caUle of the client, the amount of the value eatimete, the
attainment of a atipulated reault, or the occurronce of a aubaequent event.
- the appra1aal aaaignment vaa not baaed on a requeated minimum valuation, a apecific
valuation, or the approval of a loan.
- my analyaea, opiniona, and concluaiona vere developed, and thia report haa been prepared in
conformity vith the Uniform Standarda of Profeaaional Appraiaal Practice and alao
requirementa of the Code of Profeaaional Ethica and the Standarda of Profeaaional Practice
of the Appraiaal Inatitute.
- the uae of thia report ia aubject to the requirementa of the Appraiaal Inatitute to reviev
by ita duly authoriaed repreaentativea.
- I have (or have not) made a personal inapection of the property that 1e the aubject of thla
report.
- no one provided aignificant profeaaional aaaiatance to the peraon aigning thia report. (If
there are exceptiona, the neea of each individual providing aignificant llaiatance muat be
II atatad.)
- aa of the date of thia report, I, _Hark E. Hilbert
have completed the requirementa under the continuing education programa of the Appraiaal
Inatitute.
A reviev of thia agreement of aalea hea been determined that peraonal property items, and/or
intangible items, that are not real property, HAVE NOT been included in the agreement of aale.
Peraonal property itema, and/or intangible items IIAVE NOT been conaidered in determining the
aubjecta utimeted market value.
.............".............,..,.......,..,..,.....,.,.,....,."......".......,.,................
NO YEO
1. _X_
2. _X_
3. _X_
The aubject aold during the laat year.
Sale price $ Date
The aubject vaa liated for aale at the time of inapection.
Lilting price $
The aubject vaa under egreement at the time of inapection.
Agreement price $
November 15,1995
Date -
APpraiaer~~~
(X) did () did not ~ct property
,.'" PHI
Me., NchIrdt.." nc 11011 1214'....nn
.
. Bdrrow',/CII.nl
, P'Ol>lrtv Add....
ClIv
Linder
FII. .
County
8111.
Zip COd.
BUILDING SKETCH
PA 11 ~
%J \71:::>
B41h
J3t:.="P
U ~ 0
E 800/11
%~~ -(
h
I a/l"R ~ J-.IJ /1'1 ~ > '1-9
(i iRAti; ROOM
.i. pi/hili&. D~'IY
f( /If) fJ1 C) ,~
I I /1I!"P iNP
,I. . Ir ()6 HI R ~(}JII
1... fDYtR
I'l' '1& '
I".,. r
\..~I'
".'
;.1\
-/ '
:,~
.,j'f
FRONT
REAR
STREET SCENE
"
"
.'
, '
.1';. ;
. ,,\,
'.,
, "
COMPARABLE 1
25 Circlo Drlvo
Camp 11111, PA
COMPARABLE 2
117 Runson Road
Camp Hill, PA
COMPARABLE 3
o Gala Road
Camp 11111, PA
'.
, "
" t,~..,..t"'1...I,t, ,.,i,l,' ."..'.... '~Ii'l' ,. ('f' 'li~t'il " ,'. ,'.
,", "l;~' .g,:'~i"\"k'14... "':1',..., ~~l'iIJ"",":'.[r"'ll:j,.'~~tJ.\', o' ,', ;',"01'" .'~,
., 'lt~j1\ill j :' t.:,. 1.,1 · ;"k~'~I'l ,~.il-'..~t .'i\'~,'~'ii!'''I~'''''~)' ,,' ",: ':~~~'\~,ii~;
. ' I' .
Mark E. Hilbert & Associates
Fllo No. 951601lll
DEFINITION OF MARKET VALUE: Tho mo" ploboblo prlco which 0 proporly .hould bring In 0 oompolltlvo ond op.n milko'
Undll all oondlllon. r.qul.lta to a fair ..Ie. the buye, and .elle,. e.ch acUng p,udenlly, knowledg.ably ond anumlng th. price II not
.1I.atld by undu. .,lmulul. Implicit In thl. dellnltlon II the cuntummatlon or II ..I. .. 01 III ,plolfled d.te .00 the pI..lng 01 thle hDm
111111 to buyer under oondlllDnl wher.bv: 111 buyer and seller .ua typloally mollvaledi (2) both partl.. are weUlnlormed or wen advilld.
end .aoh acllng In whet he cDn,lders hll Dwn belllnle'ell; (3) a realonable lime I, allowed IDr ,.pD,ureln 'ha Dpen merkl" 14. pay.
mint I. "lI.dl In larm' 01 ellSh 'n U. S. dDlIers or lnle'ml of IInanclnl ammgernenl' oompeleble IherlID: and 15. the prloa reprllente
thl nDrmal DDnllderatlon 10' Ihe prDpef1Y .old unetlecled by .paolel or ereetlv. Unenclng Dr tel.1 conoe..lonl' grented by .nyone a..
,ocllted with the tele.
,
. Adlullmentl to the compernblll mUlt be meda fD' .p.elel 0' cfletlve Ilnenolng or 11I1.1 oDnoe..IDnl. No adlu,tmenl' aro neo....ry
10' tho.. 00111 whloh afl normllly paid by "lie" el . relull 01 tradlllon or Ilw In a merk.t a".i tha.. 00.1. ale readily IdenUfllbla
Ilno. Ihe tiller P.Y' Ihll. 00111 In v1rluelly ell 11111 tllmllotlon.. Speclel 0' o,e.llve flnanolng adJultmenl1 o_n be m_de tD the
oDmper_bla propa"y by compnrllonl to financing terml Dffered by n Ihlrd pefly In.tllutlonellender that I. not already Involved In the
prDp.fly or trentactlon. Anv adlullmenl .hould not be oaloulated Dn III meohenlcel dDller for dolle, oo.t 01 th. flnenolng 0' oono...lon.
but the dDUa' emDunt 01 eny edJu.tment .hould ftpprDxlmete the merket.' r8l0tlon tD the financing or conoe..IDn. buod Dn tho IIpp.
rei.,,', ludgment.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Tho .pplOi..'.. oorlllloollon .hol OppO.1O In Iho opprol.nlropoll I. oub/oollo
th, lollowlng oDndltlonl:
1. The apprnltl' will not be reepon.lbll lor metter. 01 a legel nelure thet anacl either the property baing eppra',ed 0' the title to II. The
appral..r a..um.. thetlhe tllle II gDod and marketeble end. there lore, will nDt render any opinion. about the Utle. The propeflY I. app-
,al..d on the ball, DIIt being unde, ,elponllbla owna"hlp.
2. The epprelllr hal provided a ,kelch In Ihe app,al..1 roport to .how aPP'Dxlmate dlmenllDn, at the Imp,ovem.ntl. and the ,keloh I.
Inoludld only tD 0..11' the reede, Dt the ,eport In viluallzlng the property end underelendlng the epprol..r'. dete,mlnotlon Df It. .111.
3. The epprelur h.. a.emlned the evanable flood mep. thet ere p,ovided by the Faderel Em.rgenoy Management Agenoy (0' other dete
louroll) end hel notad In the epp,ellel 'eport whelhe' the ,ubJ.ot ,Ite I,looated In .n Identified Speolal RDod Hlle,d Ar... aloeul.
thl apprel.., I. not" lurv.yor, he or Ihe mek.. no gu...nt.... .xpre.. or Impll.d, regarding thl. dete,mlnatlon.
4. Th. .pp,elur will not glv. tllltlmony or appeer In court baoeul. he 0' ,h. made en epprelllll 01 the p,operty In qUIIIIDn. UnlOIl
Ipeolflc e"engementl to dD 10 heve boen made belorehand.
6. The appraller hel IItlmeted the velulI DI the land In the OOlt .pprDaoh et III hlgheet end beet UII and the Imp,ovement. at their con-
tributory velue. Thela lepe'ate veluetlonl 01 the lend and Imp,ovemente mUI' not be u.ad In conlunatlon with eny otho' .pprllll.1 .nd
er. Inv.lld If thlY lire 10 ulld.
8. The eppralllr he, notad In the epp'lIllIIl ,eport eny edve'.. condltlDn. I.uoh .', needed repel". dapreolatlon, the pre.enoe 01 haza,-
doul WII.t... toxlo .ub.lonoel. eto.~ obllrvod during the In,pocllon 01 tho .ubJeot properlY 0' thai he D' Ihe beoame eware of during
Ihe normal ,olle,eh InvDlved In perlD,mlng the oppralllll. Unla.. other wile Iteled In the eppralllll repDfI, the appraltl' he. nD knDw'
ledge of eny hidden 0' unepparent oondltlon. 01 the property 0' edvarlll envirDnmental oondlllDn. (lnoludlng the prelllno. of hazardoul
we.tll, 10)ela lubllenoe.. elo.) thlll would mnke the p,operty mo,. 0' Ie.. valuebl., end hili allumed thel tharo are no .uoh aondlllon.
.nd meke. no gUII,entael 0' weuantln. e.prall or Implied. regerdlng Iha oDndlllon 01 the p,ope,tv. The appralllr will not b. rllpon'
Ilbla lor any luoh oondltlone thet do exlll 0' for any engineering a, te.tlng Ihll mlghl be ,equlred 10 dlloove, whelher luoh oondltlon.
IICllt. BeaoulI the IIpprallll' I. not en experlln Ihe field of environmental huerdl. Ihe appral..1 repDrt mu.t not be oanlldered a. en
envlronmant8t alleumenl of the property.
7. The apprelllr oblalned Iha Informlllon. IIllmel.', and oplnlonl Ih.1 wera ..pr....d In the eppr.l,al ,.pon ham eClurall thlll h. or
.h. oDn.lde" 10 be "Uable IInd bellev.. them tD b. true and correct. The appraltlr dOli nDt a..ume rllpDn.lblllly for tho aaauraay 01
.uah hem. thet war. furnl.hed by Dther pertlll.
8. Th. apprelll' will not dleclD.a the oontenll ollh. epprallol report no.pl al p,ovlded fo, In the Unllorm Stend.rd, of Prole..lonal
Appral.el Preotloe.
9. The appralllr hel bellld hi. or her epprell8l 'eport end veluetlon oonolullon for en apprallel 'hat II .ublecl to lelllfacto,y camp.
letlon, repah., or alter.Uon. on the e..unlptlon that oompletlon 01 the Improvement. will be perform.d In II workmanlike manner.
10. Tha app,el.., mu.t provide hll or her prior w,ltten oonllnt b.fore thelande,/ollent Ipeclfled In the .ppralllll report oen dlltrlbute
the appr,,11II1 'aport Clncludlng oanolullon. aboul the p,operly velue. Ihe epp,el",". Identity end prof,"lonal dlllgnatlDnl. and
"'e,,no.1 '0 any prol...lon.1 apprallll Drglnll.llon. D' 'ho fI,m with whloh Ihe appralllr I. a..oolaled) to anyone olher than th.
borrower; Ihe mortgagee or hi luooe..or. and aulgn.; Ihe marlglge Inlurer: oonlullent.; prote..lonal epprelllll o,geniletlon,: IIny
Ilela D' federally app,oved f1nanolallnllllullon; Dr eny dlparlment. agenoy. or InltrumenleUly 01 the Unlt.d Statlll or any .tate 0' th.
Ollulol 01 Columbl.; exoept thel Ihll.nder/oUent m.y dlltrlbule the property dllorlptlon 1II0tlon DI the repDrt only to deta oDlleotlDn or
,epD,tlng lI,vioal.1 without having tD oblaln Ihe appralllr'. p,lor wrltt.n oonllnl. The apprallllr'l wrlllen oonlent .nd approval mUlt
elao be oblelned befDre the appral,al aan be cDnvey.d by anyone to the publlo thrDugh adv.nlllng. publla "leUon.. naw.. lalll. D'
other media.
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MC', "'tfl.d.~ TX 110" 12141 '".1113
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Mark E. Hilbert & Associates
APPRAISER'S CERTIFICATION: Tho Applol.., 00111I1.. ond ogro.. tholl
1. I h.v. '....rch.d the .ubJlcl mlfklt I.ea Ind hlVI ..leoled I minimum 0' UUIlt recent IIIle. Df prop.nle. mo.t Ilmlla. end
proldmetl ID Ihe IUbJICI properlY for coneld.rltlon In Ihl .al.. comperllon analytll Ind hIve midi I dollar Idju.tmlnl when
approp,late to ,,'llct Ihl merket rllollon to tho.. hlml of .lgnUlcant varllllon. If I Ilgnlllel"t Him In I complrebll properly II luper-
lor to, or marl flvo,ebll Ihln, Ihl lubJeol properlY. I hlvl midi' nlglllvl Idju.tmlnl to reduce Ihl IdJu'lld ..III prlol ollhl oomp-
er.bll. end II . .Ignlflelnllllm In . comparable p,operty II In'erlo, 10. 0' 1111 '.vo,abll thin Ihl .ubJecl p,op.ny, t hlVI mid. I pD'-
Illvl ~Ju.tmenIIO Iner.... Ihl adJolled "III prlel of Ihe oomparlbll.
2. I hlVI teken Into oonlldl"llon Ihl faoloft the' hive en Implol on v.lul In my development 0' Ihl IIUmll1 of markel velu. In Ih.
.pp,~..l r.porl. 1 hlVI nOI knowingly wllhhlld Iny Ilunllloanlln'o,mlllon from Ihl Ipp,,111I report, end I belllvl, 10 Ihl bill 0' my
knowlldgl, Ihl' all Ile'ementl and In'o,mellon In thl app,al,al repoll .re trUI and OO"IOt.
3. I Illtld In thl Ipprell'" repo,t only my own per.onll. unblelld. end prol...lonal anllvel., opinion.. end oonolu.lon., whloh ere .ub.
1.01 only 10 Ih, oonllng.nl end 1Im111ng oondltlon. Ip.olfled In 1111. fo,m.
4. I hIve no pre..nt 0' p,o,p.oUve Inl"a.t In the propa"y thell. Ihe .ubJlol to Ihl. ,epOrl, end I heve no prllent 0' plo.peoUve pa,.
eonel Inlerlll 0' ble. wllh 'lIpeol to Ihe pafllolpent. In Ihe u.n.eotlon. I did nol ba.e, lither perUally 0' oomplltety, my anllYII.
andlo, thl IIllmeta of marklt valualn Iha app,.I",1 report on Iha flCI, 0010', ,allglon. .a.. handloap. flmlllel .llluI. 0' naUonl1 o,lgln
of ,lIher Iha p,o.plallvl own',. 0' oooupanl' Df thl .ubJlot p,op,"y 0' of Ihe pre.lnl owner. 0' oooupanl' 0' th. p,opelllll In Ihl
vI.lnlty 01 tho .ublo.t Plopolty.
6. I heva no p,etent 0' oonlemplet.d fulurl Inl"I.lln Iha .ubJlot P'OPlrlY, end n,llh" my current 0' 'ulure Imploymenl no, my
oompenullon '0' p,,'ormlng IhI, appral..ll, conlingenl on Ihe IIpprellld vllue cf thl properly.
e. I Wit nol required 10 report I p,edlte,mlned v.lul or dl,aollon In vllue Ihet rlvo" Ihe o.u.. of Ihe oUent 0' any relalld parly.
thl amount a. Ih' Vllul ..Um'll, Ihe l"llnmenl 01 . .peolflo 'lIult. 0' Ihl ooourrencl of . .ubllqulnl IVlnt In order 10 reollvl my
oomplnllllon India, .mploymlnl for pe,fo,mlng Ihl app,el.,I. I did '.01 be.. Ihl epp,e1111 repo,t on I requI.I,d minimum valultlon, a
.p.olflo vlluatlon. 0' Ih. nled 10 epp,ova I .peclflo marl gage loan.
7. I perfo,med thl. eppr.,..lln oonformltv with Ihe Uniform Slandard. 0' P,o,...lonel App,al.a1 P,lIollae Ihel we,. adopted end pro.
mulgelld by tha Apprellftl Standa,d. Boa,d 01 The App,el..1 Foundation end Ihet werl In pllOI It 0' the aUaotlvl date of thl. app,ellal,
wllh thl 1IC0epllon of th. depeflu,o p,ovl,lon 0' thola Stonderd.. whloh dOli nol apply. t IIcknowledgo Ihet an IItlmeta of .. relton.
able tlml '0' I)IPO.U" In thl opan markat I. III ooOOlllon In Ih. d,flnlllon 0' markel value end the a.Umatl I developed I, oon.I.I.nt
with Ihl merkellng limo nOlod In Ihl nalghborhood lIotlon of IhI. repo,'. unle.. I hav' olherwl" Italed In Ihe 'Ioonollllllon lIotlon.
8. I hive pellonally In.pealed Iha Interior end a.terlor .,aa' of Ih. .ubJeol p,ope,ly end Ihl 1.llflo, of an properUe. lI'ted III' oompa,-
Iblll In the apprallll repo,t. I furlhl' olrtlfy Ih.t I hev. noted eny epperent 0' known adve". oondltlon. In the .ubJeot Improvement.,
on Ih. lubJlat .U..o, on any .110 wllhln Iha Immadlale vlclnlly 0' Ihl lubJeot propa,ly or whloh I om IIIwa" 11I00 hIve modi adJu'lment.
fo, Ihl.. adv.'" Dondlllon. In my Inlly.l. of Iho properly valua to thl Ixt'.nl that I had merkll .vldenoe to .upport them. I have a1ao
oommanled eboul thl aUeol of Ihe adva"a oondltlon. on the ma,kelablllly of the eubJeol p,operty.
8. I pe"onally prepered ell oonolullon. and opinion. aboullh, "II a.tatl Ihat ware III forth In Iha Ipprll,,1 "port. If I relied on .Ig-
nUlolnt p,of,..lone! 1..I.tanol ham any Indlvlduut 0' Individual. In thl perfo,manol of Ihe Ipprel.at 0' Ihe preplratlon o. Iho .pp'....1
,.port, 1 have namld .uoh IndlvlduaU.) end dl.ololld the eplclna tllke pe,'ormad by Ihem In Ihe IIoonc1ll1110n lIollon of thl. app,.lell
report. I oertlly thll any Indlvldull .0 nlmld I. qualified 10 perfo,m Ihe IlIk.. I heve nal .uthorllld anyonl 10 mlkl , ohlnge 10 any
Item In the r.port; thl"fo'I, If en uneulhorlud ohange II made 10 Ihe epprel,,1 ,epOrl. I will take no ra.pon,lbllllY fa, It.
SUPERVISORY APPRAISER'S CERTIFICATION: 110 IUpOl1ll10lY opplollO' .Ignod tho opplol.o, 10po,t, ho lI, .ho 00111110.
end Igrell that: I dlreollv '"pervl" Ihe Ipp,el.e, who prepared Ih. epprel..1 report, hlVI revllwed the eppre',,1 report, .gr.. with
the .talamlnl' and oonclu.lon. of Ihe Ippre'",. agrea to bl bound by Iho Apprel..,'. eerllflaetJon. numbereef 4 Ihrough 7 abovl, end
em teklng full '"ponllbllllV fo, the epprel,,'end Ihl epP'II,,1 report.
ADDRESS OF PROPERTY APPRAISED:
APPRAISER: ~/. d.
Slgnotulo: A 'i;0 / 't#'
Nome: Ma~__ _
Doto Slgnod: November 20.1995
Stolo COlllllootlon N..: RL 000388 - L
0' Stoto Uoon.. No.: RB-029755-A
Stoto: Pennsvlvania
bplraUon Oete of eertlllolUon or Uoen..: 6/30/97
50 Circle Drive. Camo Hill PA 17011
SUPERVISORY APPRAISER lonly IllIqullod):
Slgnalure:
N.me:
Oil' Signed:
S'I'I Ce,llIloallon No.:
0' Slate Uoen.. No.:
SI.ta:
E!E.1r1110n Dalla' CertlfloelJon 0' Uoen..:
U Old D Old Not In.poot Ih. Plop.lly
".....M..'."'43. I."
MCI, ftkhIrd..n.1X 715011 .2'..I....J7I1
MCI'.mLCI '.2012
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No. 536
P'E&oSIlIPLt: Df)I!:O-Typewrlttt
'''~bt~' '"3Jnbeuturef ..tWlube. mht
t1. a".f.. claV at m~
tAoll,olld HInt 81111,",d and Elllhty-Thue (1:983).
il'twLtl'n ALBERT J, LaBORE, Wldower, of the Town.hlp of Eut Penn.boro,
County of Cumberland and Commonwealth of Pennsylvania (hereinafter referred
to as 1l0RAN'l'ORIl), party of the fiut part
In Ih. V,O, a/ all' Lo,,/ n...
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JAMES H. HERENDEEN, Slngl. Man, of the Township of Eaet Pennsboro, County
of Cumberland and Commonwealth of Penn.ylvllnla (hereinafter referred to as
"ORANTEE\I), party of the lIIeond part
:IItr"".Y_II~ IItt11..0.61'11) 7'hft' 'h. ,n'd/Hw y lit 'h. t',.,p"", /0' a"d /11 oOIl,/".rollon
. .1 fhd ,"m 01 EIOHTY-FOUR THOUSAND and NO/100 ($84,000.00)
p" '.. ,
Dalla", 10 Ill/III mOlllV 0/ Ihe U"",,I 8'at,. .1 A,~.r,/ca, .r,1I anll I.,u'V ,.ald bll tAt .a/d pa,' y 0/ t~
..oonll pa,"o Ih, .old porI Y 0/ Iho /1,11 part, at allol br/Il" Ih. "ollng nnd "e/loll'V e/ tA,,,
p'eI,n/., ,h, ,.orlpl ",Il,r,o/ I. h,r,b/l aolulolC/,dg,d, ALBERT J. LaBORE
(/I'an"d, ba,'gnln,", .old, o"fII,d, .n/ool/'d, ,.'/....Gd, ,,,,,!l"I/.II anll oon/'rlll,d alld by lhe" prermt. .
does granl, bargaIn, ..II, all.n, '"/Iol/,'''',a'",oono'/I, and oon//rm un/o 'A. .a/n pariY 01
,lie "oond pul hla A~I,. I1nd anlgn.,
^ll THAT CERTAIN piece or p!l.rcel of land, situate In the Township of Eut
Penn.boro, County at Cumberland and State of Pennsylvania, mpre Rartlcularly
bounded and described a. [onowa, to wit!
BEGINNING at a point on the northern line of Country Club Place, which point
11 at the dlvldlnll Une betWalIn Lote 108 and 109 on Plan of Lob herelnafter
mentioned; thence South .eventy-uven degreea tlHy minutes Weat (B 77' 50' W),
and along the northern Une of Country Club Place, a distance of seventy-five
and twenty~three hundredth. (75.23') teet to a point on the eastern Une of
Circle Drive; thence North twelve degreu twenty-two minutes Weat (N U" ZZ' W),
and along the ea.tern line of Circle Drive, a dletanee of one hundred fifteen
(115') feet to a point at other land. of or lat. ot Country Club Park, Inc, I thence
North I8venty-eeven degree. tlfty minutes Ea.t (N 77" 50' E), and along other
lands of Country Club Park, Inc.. a dletanee of I8venty.tlve and .Ixty-thl'lle
hundredth. (75.63') feet to a point at the dividing llne between Lot. Noe. 108
and 109 on Plan ot Lot. hsrelnafter mentloned; thence South twelve degl'eea ten
mlnutu East (S 12" 10' E), and along the dividing line between Lot. No., 108
and 109 on Plan of Lots hereinafter mentioned, a dl.t.nee of one hundred fifteen
(l1~') teet to a point, the point and place of BEGINNING
8uo~bO im 826
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BEING Lot No. 109 on Plan of Lot. of Country Club Park, whlch plan I.
recorded In the O((lce of the Recol'du of Deede In and for Cumberland County
In Plan Book 8, Pale 40.
HAVING thenon 4ncted. one"etory brick dwelling houle known and numbered
a. 50 Circle Drive, Camp Hill, Penn.ylvanla.
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BEING the .ame prem\e811 which Marsaret 1. Wolle, Bingle Woman, by her
D..ed dated June 5, 1973, and recorded In the Office of the Recorder of Oiled.
In and for Cumberland County, Penneylv.nla, In D.lld Book E, Volume 25, page 701,
Iranted and convayad unto Albel't~, L!"Bore and Rlba M. LaBore, hi. wife.
.
AND THE SAW Reba M. LaBore rem.lnlng thereof ulnd died Decmeber 8, 1979,
thereby vuUng fee atmple title In the ..ld Albert:S. LaBore, the.urvlvor.
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:: OCEo"ttRMTMO,tlWEAlTH OF PENN$YLVANIA =
r", .NT OF REVENUe ':::
II' P,^UY . t.9:M\ [G'--~ =:
... I~NSFlAM.\m'u ~ 840.00 g
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BOOK Lao FIIGE 82'7
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.......................................,........................................................................................................" ," I ""dar"llll.d
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OOIlIlONWIIA.LTB 0'" PSNNflYLVANIA }
.........!:i.UM.liliiJ!,.I.t.M~I.g....................... COUNTY, SS:.
ll.tllrllrll In the Office for Recording of Deeds, Mortgages, etc., in and
tor the 2-~~~ty of ...9Y.m~.~r,~''''),l1."''''".,,.. in Deed Book .....,.."L....... V 01. ..~"""..
. Page .OK.14..........
I Ll..~:: .t':"l&n~il~ My H!lnd and Seal of Office, this .....d!.1.:........,.............................. day of
~''''''' ". ..-vl'1~ A D i 8
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0:'(", :;..-,....... '. .
.. . I' \'
..~. ~.~.., ,,1 '.
~Sl ~..- . ~.
,~\, t.. . --::--) . I . .
" ..,t.'v....
...~....,,,.N.., "Nl~ I"~'~"'I,
"1~ ...... '/
. 'I ," ..~."~,......r: ,"'.' ~iooo
,. ',." I I .~" .,' ~..'....,.
.s
I
~
'II "'I
,i'CCl
=
61i~O rm BrS
~~d~~--')
..~ .corder
.
AEV.. 1I0UX + 1".1"
~STATl! OF
COM::R,l\lft,\~~'V~W,WhYANI.
SCHEDULE B
STOCKS AND BONDS
James H. Herendeen
SS" 100-18-2173
10/01/1995
All
ITEM
NUMBER
I
2
10
oln -owned with RI hi 01 Survlvorahl mUll bo elllcloold on Schldulo F.
DESCRIPTION .
200 shares Amoco Corp
200 shares AT&T Corporation
Accrued Dividend
3
4
5
109.7512 sharss Americen Water Works Inc
6
750 shares Be11South Corporation
500 shares Citicorp
733 shares CoreStates Finl Corp
300 shares Columbia/HCA Healthcare Corp
4,005.244 shares Dean Witter Multi St Mun Series Trust
PA Series
7
o
9
10,679.083 shares Dean Witter U.S. Government Sec Trust
200 shares Duke Power Co
11
12
13
500 shares Deen Witter Coldwell Banker Tax Exempt
300 shares IntI Business Machines Corp
400 shares Johnson And Johnson
14
300 shares Merck & Co Inc
Accrued Dividend
15
3,328.066 sheres Municipal Income Opportunities Shares
of Beneficial Interest
16
17
6,577.445 sheres Nuveen Municipal Bond Fund Inc
641 shares Nuveen Tax Exempt Unit Trust Insured PA
Series 143
Accrued Dividend
18
105.374 shares Nuveen Municipal Bond Fund Inc Class A
19
800 shares NYNEX Corporation
Total of Continuation Schedule s
TOTAL Also enter on line 2. Rees ltulaUon
(II mare spaco Is n..ded.lnsort oddIUonalsh..18 .1 same size.)
Copyrlgllllc) """ form .oUw.r. only CPSy.lama,lne,
FlU! NUMBER
21- 95-0777
VALUE AT DATE
OF DEATH
12,025.00
13,060.75
66.00
5,050.57
54,937.50
35,671.00
27,006.47
14,653.13
51,539.32
96,432.12
0,706.25
1.00
20,340.63
29,475.00
16,996.00
102.00
27,040.54
60,052.07
60,266.50
347.74
962.06
30,000.00
140 700.72
S 739 130.13
Form 1500 Sch.dllla BIAay, .~181
Estate of: James H. Herendeen
Soc Sec #: 100-10-2173
Date of Death: 10/01/1995
Continuation of Schedule B
(Stocks and Bonds)
20 $10,000 Temple University Commonwealth System High
Fund Commonwealth system of Higher Education PA
Hospital Revenue Series A Bond 7.25% due 08/01/2016
Accrued Interest
Unit Value at Date
Value of Death
23,201. 25
5,425.00
57,625.00
10,275.40
26.11
10,111. 73
250.00
9,906.40
133.33
10,079.40
200.00
10,299.95
190.33
10,775.03
120.03
..........................
140,700.72
Item Description
#
20 1,000 shares PP&L Resources Inc
21 200 shares Sunrise Medical Inc
22 800 shares Exxon Corp
23 $10,000 Allegheny County PA Bonds HBIA DTD 07/15/94
5.075% due 09/15/2011-04
Accrued Interest
24 $10,000 Delaware County PA Indl Dev Authority
Pollutn Contol Revenue Bonds Scott Paper Company
Project DTD 11/01/76 6% due 11/01/2006-95
Accrued Interest
25 $10,000 Mechanicsburg PA Mun Authority Sewer Revenue
Bonds 4% due 06/01/96
Accrued Interest
26 $10,000 Pennsylvania St. Turnpike Commission
Turnpike Revenue Bonds Series L M8IA DTD 06/01/91 6%
due 06/01/2015-01
Accrued Interest
27 $10,000 Philadelphia PA RFDG Series A 5.25% due
05/15/2004
Accrued Interest
AIV - U04 IX . l~.n)
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
PSeue Prlnl or 8
FILl! NUMBER
21.95.0777
cO"'\1.'ll\lrt.\"l~'WrW~JbY.'''.
I!STATI! OF
James H. Herendeen
5511 100.18.2173
10/01/1995
__I. Cot or c-a mua11M _-.I for uclI bwlIn...l_ cleM '***'
ITI!M
NUMBER
1
011I..._ .
lito
DI!SCRIPTlON .
VAl.UI! AT
DATI! OF OEATH
0,720.00
20 unite Dean Wittar Realty Income Partnarship I LP
TOTAl. Also onler an IIno 3. Roc ItulaUon
(If moro apocela noedod.lnoart addl1lonaJ ahoelll olaama Blzo.)
Capytlllht(cl tl14 farm .aftw.... anI" CPSyatlml, Ineo
S 8 720.00
Farm 1500 Schedull C CAI.... '''121
..
CO"::'\1ilffi\~{\'%W~fiY'N"
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pleue Print or 8
FIle NUMBI!II
21-95-0777
AlV - "01 Ell + (2-")
eSTATE OF
James H. Harendeen SSH 100-10-2173
oln -owned wtth RI I a' Survlvo..hl mUll be dllcloled on Schedule
All
ITEM
NUMBER
1
10/01/1995
PP&L Rasources Inc
DESCRIPTION
Dividend
VALUE AT OATE
OF DEATH
417.50
2
3
Capital Blue Cross Security 65 - Premium Refund
106.40
Corestates Finl Corp - Dividend
249.22
4
~25,000 Dauphin Deposit Bank Certificate of Deposit #0100914622
7.02\ due 10/20/97
Accrued Interest
936.24
25,000.00
5
Desn Witter Coldwell Benker - Dividend
125.00
6
Dean Witter Money Market Fund
22,733.05
7
Ohio Northern University - Check for final quarterly gift annuit
dated September 20, 1995
145.00
o
Household Furnishings - Value per appraisal by George Haar
1,050.00
S 51 651. 21
TOTAL Also onter on line e, Reee ltulatlon
(Anlch IddldonalO 1/'r . 11' Iheollll mora .plc.ls neod.d.)
Copyng"tIC) 1114 '0'"' .ott..... onlyCPSy.l.m.,lnc:.
For", 1500 Scll.dul. E (R,v, 2-'7)
D
Dauphin Deposit Bank
and Trust Company
"'AIN OFFICE: 2'3 "'ARKET STREET, HARRISBURG, PENNSYLVANIA 17101
n7 25&-2121
Decedent Confirmation
Name: J. H. Herendeen
Social Security No.: 108-18-2173
Date of Death (000): 10/01/95
AcCOU"lt No.
Type
Date Opened
or Issued
8100714622
0042397278
01400337
Certificate of Deposit
Checking
Safe Deposit Box
--------------
03/28/95
08/28/64
07/17/89
-------- --------------- ---------------
Date Closed
or Matured
10/25/95 (Closed)
10/16/95 (Closed)
------------------------ ------------------------ ------------------------
Date of Death
Balance $25,000.00
$7,996.00
Not Applicable
----------- --------------- -----------
PLUS
Date of Death
Accrued Int. $936.24
Location:
$6.80
Camp Hill Office
-------- ----
Joint OWners
(if any)
None
Eleanor F. Herendeen
Eleanor F. Herendeen
---- ------------ -
Date of Joint
OWnership 04/11/83 07/17/89
------------------------ ----------------------- ------------------------
-------- -----
Special Camlents: N/A
Addition.l 1nfonlat1on availabl. at '20.00 per hour. One hour MiniMum.
Date Prepared: December 1, 1995 Prepared by: Carolyn A. Berkebile
CUstomer Management Information Dept. (aMI)
Page 1 of 1
Telephone No. (717) 255-2054
Fa.. 00-020-218 (REV 7/S3)
!'reM LET'TER DATE TOTAL VAlUE DECO'S DOUAR VAlUE OF
FOR MADE DESCRIPTlOH OF PROPERlY
HUMBER JOINT OF ASSET "'INT, ECEDEHTIKTEREST
TEHANT JOINT
..
TOTAl (Also entor on IIno e, RocepltulaUonl 0.00
AEY"'IIOIU.IU.II'
cO"'\:'\11f'C~~~~!rW.whl"NIA
ESTATeOP
Jamee H. Herendeen
SCHEDULE F
JOiNTlY-OWNED PROPERTY
SSII 108-18-2173
10/01/1995
Jolnllo..nl(o):
HAME
ADDRESS
A.
B,
C,
JolnUy-ownod properly:
(II moro apaco I. n..ded, Insen addlllonelaheetD o'.ame alzo.)
Copyrlght(c) '114 'aIm '011'11'II"" only CPSYlltml, I"c.
FILE HUMBER
21-95-0777
RELATlDHSHIP TO DECEDENT
Farm 1600 Scll.dull F tA.v.12-1I1
REV-UIO EX + (1""1
cO"~H'<<\lrc~'i{\,"t&W,WhY'HI'
ESTATE OF
SCHEDULE G
mANSFERS
Pl..... P~nl or l' 0
FILE NUMBER
21.95.0777
James H. Herendeen SS# 108.10.2173 10/01/1995
THIS SCHEDULE MUST BE COMPU!Tl!D AND FILED IF THE ANSWER TO ANY OF THE QUESTlQNS ON PAGE 21S YES.
ITEM OESCRIPTlON OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLlAR VALUE OF
NUMBER '"ctud. .~~~...~~ Ih'lrln~~:f.I'.lhllr OF ASSET % INT. DECEDENT INTEREST
,... i n hI to Ice dint dl oft'ln Ilf,
1 Allee H. Clark . Cash Clft 200.00 200.00 0.00
on 12/15/94
2 Cholce ln Dylng, Inc . Cash 15.00 15.00 0.00
Glft on 11/16/94
3 Charl and Jeol Krenls - 1,000.00 1,000.00 0.00
Cash Glft eo Daughter and
Son-ln-1aw on 12/15/94
4 Charl Brlggs-Krenls - Cash 3,000.00 5,125.00 2,125.00
Glft to Daughter on 03/04/95
5 Charl Brlggs-Krenls - Cash 4,070.00 4,070.00
Glft eo Daughter on 06/12/95
6 Deborah Shaplro - Cash Glft 50.00 50.00 0.00
on 12/15/94
7 Handgun Control - Cash Gift 20.00 20.00 0.00
on 12/03/94
0 Holy Splrlt Hosplta1 - Cash 100.00 100.00 0.00
Glft on 12/03/94
9 James H. Herendeen, Jr. - 1,000.00 1,000.00 0.00
Cash Glft to Son on
10/04/94
10 James H. Herendeen, Jr. . 1,000.00 1,000.00 0.00
Cash Glfe to Son on
11/01/94
11 James H. Herendeen, Jr. - 1,000.00 1,000.00 0.00
Cash Glfe to Son on
11/30/94
12 James H. Herendeen, Jr. - 1,000.00 1,000.00
Cash Glfe to Son on
12/30/94
Total of Contlnuatlon Schedu1el: ;) 2 500.00
TOTAL (Also .nt.r on IIn. 7. Rocanltulatlonl 10.495.00
(II more space Is noodod, Ins.rt oddlUonalshoo.. 01 same slzo.)
Copyrigh'lcll"" form .oltw,,,. onty CPSYlt.m.. 'n"
Form 1500 Sch.dul. G (R'v, 2...11
Estate of: James H. Herendeen
Soc Sec _: 100.18-2173
Date of Dseth: 10/01/1995
Continuation of Schedule G
(Transfers)
Item Description of Property
-
Total Value
of Asset
.
Decds Dollar Val of
'Int Decds Interest
26 Vania Briggs . Cssh Gift on 50.00 50.00 0.00
12/15/94
27 WITF TV 33 - Cash Gift on 75.00 75.00 0.00
12/17/94
20 WITF TV 33 - Cash Gift on 100.00 100.00 0.00
01/10/95
..----..------
2,500.00
..
""'""1
I
SCHEDULE H
FUNERAL EXPENSES.
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV" tilt EX. (1.11'
cO"::'~l~~4\,~lrW~ANIA
ESTATe OF
James H.
ITeM
NUMBER
A.
B.
c.
Pi.... Prln' 0'
FILE NUMBER
21-95-0777
Herendeen
SS# 108-18-2173
10 01 1995
DESCRIPTION
AMOUNT
I
Fun.,... EJpen...:
Eleanor F. Herendeen
500.00
Reimbursement 'for Internment License Fee
2
Eleanor F. Herendeen
Reimbursement for Wake Expenses
296.82
3
Myers-Harner Funeral Home Inc - Funeral Expense
1,132.00
1.
Admlnl....Uv. Co...:
PenlOnlll Repreoentallve Commllllonl
Bacilli Security Number 01 Pe,aenlll Reprelentativ.:
YearCornnltllonlpllld 1996
20,000.00
2.
AUarney Feel
Dauphin Deposit Bank and Trust Company
20,000.00
3.
FlUTlily Exempllon
Claimant Eleanor F. Herendeen
Add""", 01 Claimant at doc.d.nrl daalh
StreelAdd""", 50 Circle Drive
City Camp H111
3,500.00
Relallonlhlp
Wife
Stlte PA Zip Coda 17011-2610
4.
Probate Fees
Register of Wills
390.00
I
MI...naneou. Expon...:
Credit Bureau of Greater Harrisburg
Property So arch
32.00
15.00
40.00
96.53
121.90
62.50
25.00
60.90
1 172.48
S 63461.13
2
Cumberland County Register of Wills
Five Short Certificates
3 Cumberland Luw Journal - Cost of Advertising and Proof of
Publication
4 East Pennsboro Township - Utility Expense
5 Eleanor F. Herendeen Reimbursement of Lawn Maintenance
6 Eleanor F. Herondeen Reimbursement for Storage and Handling of
Canopy @ OT Watts Inc
7 George Hasr, Auctioneer Appraisal Fee of Personal Property
o Jerry's Sweeter's Sweet'n Grow Snow - Lawn Maintenance
Total of Continuation Schedule s
TOTAL (A110 enl., on Une O. Rocapllutallon)
(lima,. opac. la n..dld. InllrladdlUanal .h.... 01 ..m. .1...)
CopyriGht lei tI'" 'arm .oft....... O"I~ C?SYI1"""lne.
Fa'," 1500 5cll.dull HtAlv, 7-"1
REV. 1112 EX . 12-171
COM::'\{\lrL\~4\WrW~'NI'
ESTATE OF
SCHEDULE J
BENEFICIARIES
James H.
ITEM
NUMBER
ITEM
NUMBER
Herendeen
FIll! NUMBER
21-95-0777
SS~ 100-10-2173
10 01 1995
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
RELATIONSHIP
I
A. TIll.ble Bequ....:
Dauphin Deposit Bank and Trust Compa~y,
Trustee under Will for Benefit of
Eleanor F. Herendeen
50 Circle Drive
Camp Hill, PA 17011-2610
Net income and
needful!
principal
Wife
2
Nancy Herendeen
(James H. Herendeen, Jr. Predeceased)
309 Blacklatch Lane
Camp Hill, PA 17011-0413
Daughter-in-Law
2/5 Residue
upon death of
widow
3
Clari H. Kremis
210 Vassar Street
Rochester, NY 14607
Daughter
2/5 Residue
upon death of
widow
4
Solange Reoch
5344 Nakoma Street
Dallas, TX 75209
Granddaughter
1/5 Residue
upon death of
widow
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
1
B. Chllrit.ble .nd Go.emmonlll Bequ....:
Dauphin Deposit Bank and Trust Company,
Trustee under Will for Benefit of
Ht. Calvary Episcopal Church
101 N. 25th Street
Camp Hill, PA 17011-3609
5,000.00
upon death
of widow
.\
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Also enlor on line 13. Roc hul.tion
(If mare .p.ce's nooded, In8Bf1.ddl1lonll.hoo.. of.ame size.)
Copyright(c) tll. fa,In .altw.... on1v CPSv.l.ml, InCo
s 5 000.00
Fotln 1500 Sctl.dul. J (A.v. 2.17)
'.
REV... Ie.. EXII-UI
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAlC DIVISION
ESTATE OF
James H.
(AVAIlABLE FOR DECEDENTS DYING AFTER 12/311111)
FILE NUMBER
Herendeen SS# 100-18-2173 10/01/1995 21-95-0777
This schodulo must be complotod and filed It you chockod tho spousal povorty cradil box on tho cover shoot
LA N G E A
T - A
1. Tax.bl. A..olO lolal Irom IIno 8 (covor .hool) . . . . . .
............ 1.
944 325.46
2. Insuranco Proceeds on Ufo of Oocodonl.
................. .
2.
0.00
3. Retlroment Bonoflts . . . .
................. .
3.
0.00
4. Jolnl As.olO Wllh Spou.o .
4.
0.00
...............,......... .
5. PA Lonory Winning.. . . .
5.
0.00
......................... .
&.I. Olho, Nonlax.blo AssolO: U.t (Anoch achodulo " nocoooory) , . . . . . , , . , . .. B..
0.00
Ob.
Bc.
Bd.
B. SUBTOTA~ (Uno. 80, b, c, d), , . . . . . . , . . . . . . . , . . . . . . . , . . . , . . , , , , . . . . . . . ., B.
0.00
7. Tolal Gro.. AssOI. (Add IIno. llhru 8) , .
......,.............. .
. . . . . . . .. 7.
944 325.46
8. Tolal Actual U.b111l1o. , . . . . . . . , . . , , . . . . , . . . . . , . , , , . . . . . . . . . . , . .. 8.
9. Nol VoIuo 01 E.I.lo (Subtroct IIno 8 Irom IIn. 7) . . . . . . . . . . . , . . . . . . , , . . , . , , , , , . . . . . .
II IIno 91. gro.l.r Ih.n $200,000 - STOP. Tho 0.10101. nol ollglblo 10 c1alm Iho crodll. II nOI, conllnuo 10 Port II. 9. 944.325.46
PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach cDples of Federal IndivIdual Income
Tax Returns for decedent and s use. .
Incomo: 1. TAX YEAR: 1992 2. TAX YEAR: 1993 3. TAX YEAR: 1994
.. Spou.o,. , . , . .. I.. O. 00 2.. 0 . 00 3.. 0 . 00
b. Decodonl. lb. 0 . 00 2b. 0 . 00 3b. 0 . 00
o. Joint,.,. , , , , .. 10. 0 . 00 20. 0 . 00 30. 0 . 00
d. Tax Exompllncomo, . , , , . .. ld. O. 00 2d. 0 . 00 3d. 0 . 00
.. Olhor Incomo not II.lod .bovo. , , , . , , ., 1.. 0 . 00 2.. 0 . 00 3.. 0 . 00
I. TOlal".,....,............".,. 11. O. 00 21. O. 00 31. O. 00
4. Averago Joint Exomptlon Incomo CoJculatlon
4a. Add Jolnl exemption Incomo tram abovo:
(11) 0.00
0.00
+ (21)
0.00 +(31)
0.00
.
0.00
( : 3 I
0.00
4b. Avorage Joint Exemption Incomo. . . . . . . . . . . . . . . .'. . . . . . . . . . . . . . . . . . . . .
If IIno 4(b) I. gro.lor Ih.n $40.000 - STOP. Tho 001.'.'. nol ollglblo 10 claim Iho crodll. II not. conllnuo 10 Port III.
PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES
.
1. Insort amounl of taxablo transfers to spouso or $100,000, whlchover la los9. .
.",.... I.
2. Mulllply by crodll porconl.go (... In.truellon.) . . . . . . , . . . , . . . . , . . . , . . .
3. Thl.I. Ih. amounl ollho Ro.ldonlSpou,al Povony Crodll. Ineludo Ihl. "guI.
In tho calculation 01 10tal Cfedll8 on IIno 19 01 tho cover shOOI . . . . . . . . . . . . . .
4. For Nonrosldonls, entor tho ratio 01 Iho docodont's gross eslato In PA to tho valuo of the
docodonfa gross oatato, . . . . . . . . . . . , . . , . . .' . . . . . . . . . . , . . .
5. Multiply I/no 3 bV IIno 4 and entor tho total hero. This Is tho amount or tho Nonresident SpousaJ
Povorty Crodlt. Includo this ngure In tho calculation of totaJ credll8 on IIno 10 of tho cover shoot.
COP)'l'Ight(CI 1114 form lolt.....arl anly CPSYI!lml, Inc.
........2.
3.
4.
5.
SChldul1 (Rlv. '.921
REV-IICI E)1t 111l~1
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
CO......ONWEALTH 01: PENNSYLVANIA
INHERITANCE TA)! RETURN
RUIOENT OECEDENT
ESTATE OF FII. Number
James H. Herendeen SS# 100-10-2173 10/01/1995 21-95-0777
PART A: Enlar Iha da.CflpllOn and volue 01 oIllnla.a.I.. bolh I..abla .nd non-I..abla, .oglldl... olloe.tion and nal 01 deduction..
which ass to the decedenrs Burvlvln B OUBO b wlll.lntos1a . 0 eration 01 law, or otherwise,
Dasc~ lion 01 IIams
Item'
Amount
240,656.44
Part A TOlol: Enler Iha totol hBfa and In tha .pouse'. 'Amount Rocalvacr block on Pagal 240 . 656 . 44
Election To Subject Property To Tax Under Section 2113(A) As A Taxable Transfer By This Decedent.
II a bust or .Imllor arrangament meels Iha raqul",,",,", 01 5llCtJon 2113IA), .nd:
a. Tha bu.t or .Imllor arrangament 1.1I.led on Schadula 0, and
b. The value 01 the trust or similar 8rrBngemontls ontered In whole or part as an 88set on SChedulo 0.
than thatran.faro~a pa.sonol rapra.anl.lIva m.y .pocllleolly Idanllly tho bu.t (011 or a "actionol portion or parcentaga) 10 be Ineludad In Iha aloct1on
to h.va .uch bu.t or .Imllor propany tro.tad IS a t..abla tran.far In Ihl. ..Iata. ilia.. th.n Iha .ntira volus ollha bu.t or .Imllor propany I. Includad
as a 1axable transfer on Schedulo 0, the personal representative shall bo consldored to have mado tho election only as to a traction at tho trust or
.Imllor arrangament. Th. numeralor ollhl. Iraction I. aquallo Iha amounl 01 IhaIN.I or .Imilor arrangomenllnclud.d .. a I..abla ....1 on Schadula 0,
Tha d.nominalor la aqual to Ihalolol volua ot Iha bu.1 or .lmil81l1rangomen!.
ELECTtON,Do you .I.ct und.r Socllon 2113(A) to tr.at a. a taxabl.lranal.r tn thla ..lal. all or a portlon or a inial or almllar a/l'llng.m.nl
created tor the lole ule ot thll decedent's surviving apoua. durfng the aurvlvlng apOUHt. tnUr.llt.Um.?
YES 0 NO 0 Slgnalur. Data
Note: If the erection IPpUe. to more than on. trult or Ilmllar arrangement, then _ separate copy of Schedule 0 mUll be Iloned ..."d tiled.
Part B: Enlor tha do.Cflpllon .nd volu. 01 oIllnlolost., bolh I...blo and non-I..oblo. rogordlo.. olloe.tion and nol 01 d.ducllon..
which ass to tho docodonrslurvlvln S ouoo for whIch a Section 2113 A oloctlon Is bel mado.
l1.m * Dascrl lion olll.ms Amount
Part B Tolol (B'" In'!NellonB)
COPV'lGllIlc) tin lor," lo"w.r. only CPSYIII,"I,lnc.
For," 1600 Sch.dull 0 I'hv. .-'S)
0.00
>
- -. '- - ........._-~
"-
RE.V-,," UtI10-".
cO"::'\l\l~4\,~W.wor'NI'
SCHEDULE M
FUTURE INTEREST COMPROMISE
ESTATI! OF
James H. Herendeen SS# 100-10-2173 10 01 1995
Thla achadul.la approprtata only for Ealatu 01 dec_nla dytng an.r Dec.mber 12, 1812.
Thll ach.dul.11 10 be used 10' a1IIulU'o Inlorol" whoro the ralo 01 t.. which will be Ippllcablo whon Iho futurolnto,oll .os.. In
o.....lon Ind on nt cannot be osllblllhod with cOl1a1n .
Tho Inatrumont crOIUng tho futura In!Brost II:
X WIll
FILE NUMBER
21.95-0777
Trult
(Pi.... .\lach copy ollnatnlmlnl)
Olhar
I. IIBneftelart..
NAME OF DATE OF AGE TO
BENEFICIARV RElATIONSHIP BIRTH NEAREST BIRTHDAY
I. Nanc Herandeen Dau hter- in-Law 07 25 43 52
2. C1ari H. Kremis Dau hter II 29 39 56
~ Sola e Roach Granddau hter 09 04 02 13
4.
5.
II. Fo, decedon.. dylng on or allor July I. 1884. II a IUrvlvlng IpOUIO o.orclsed or Intondl to o.orcIae ono ollho following within 8
monlhl 01 tho decedonrl d.llh. check tho opproprtalo box and lupply a copy of tho dacumonlln which tho lurvlvlng .pouse
..oreIl.. luch wllhd,awal rlghl.
o Unllmltad rtght 01 withdrawal 0 Umltad rtghl 01 withdrawal
III. Explan.Uon 01 Compromlla Ollar: (II moro Ipacoll nood.d, anach additional 8.8 X 11" Ihoo,,)
IV. Summary 01 Compromls. OIl.r:
I. Amount of Future Intorast . . . . . . . . . . . . . . . . . . '. . . . . . . . . S
610,307.09
2. Value 01 Uno 1B.empt from till as amounl pllll8lng to charttl.., ote.. . . . . . . . . . . . . . . . . . .
(also Includ. as part 01 tOlallhown on Un. 13 01 cov., Sheel)
3. Value 01 Un01 pllll8lng to IPOUse It opproprtalo I.. rll. .. . . . . . . . . . . . . . . . . . . . . . .
Chock 1 Block lKJI%, 0 3%, 0 0%
(0/10 Ineludo as part 01 totallhown on Uno 18 of cov.r Sheel)
4. Valuo of Uno 1 T..ablo al Uneal Rale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(also Include as part of tolalehown on Uno 18 of covor Sheel)
5. Valuo of Uno H..able al Collltoral RIte . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(also Includo as part of 10lalehown on Una 17 of cover Sheel)
8. Tolal Value 01 Futuro Inla,..t (Ium of Un.. 2thru 8 rooS1 equal Uno 1) . . . . . . . . . . . . . . . . .
S 5,000.00
S 0.00
S 613,307.09
S 0.00
S 610,307.09
Copyrtgh'lcl'''S torm .oftw.,. onl'1' epsy.t.m" Inc.
Fa,,,, 1500 Sch.dlll. M (R.v.to....1
.
_--,..._r"......_...
- ~
Register of Wills of
County, Pennsylvania
CUMBERLAND
INVENTORY
Eslalo 01 James H. lie rendeen
No. 21-95-0777
also known as
Dalo 01 Doalh 10/01/1995
,Docoaaod Social Socurlly No. 100-10-2173
Dauphin Deposit Bank and Trust Company,
Po,sonal RopresonlaUvo(s) ollho abovo Eslal., docoasod, vorlly Ihsllho Ilorns appoarlng In Iho 101l0w1ng InvonloJ)'lncludo all ollho
porsonal ....IB whor.vor sllualo and all ollho roal oslalo In Iho eommonw.allh 01 Ponnsylvanls 01 sald Docodonl, thst tho valuatJon
placod opposllo oach 110m olaold Invonlory rop,.sonlslis lalr voluo a, ollho dalo 01 tho Docadonl'a doath, and Ihal Docodanl ownod
no r.al ..Ialo oUlBldo 01 tho eommonwoallh 01 Ponnsylvanla a.copllhal which app.srsln . momorandum al Iho ond 01 Ihla
Invontory. I fWD Yorlty thai tho statomontD modo In this Invontory 810 lrUo Bnd conoe1. IfWo undorstand that falso slstoma"l! horoln
sra mado aubJocllo lho ponalUo, 0118 Pa. C.S. Soctlon 4904 rolallng 10 unsworn lal,lllcallon 10 aUlho,llIos.
Nnmo of
Anornoy:
Victor A. Bihl
Wion, Zulli & Seibert
Poroonm Roprosontativo
Slgnalur.: ~ 2. ~~ A<lI'Yl0.
D uphin Deposit Bank and rust C
1.0. No.:
07149
Slgnaturo:
Addross: 109 Locust Street
Add,oss: 213 Market Street
Harrisbur~, PA 17101
Tolophono: 717/236-9301
lIarrisbur~, PA 17101
Tolophono: 717 /255 - 211,8
Dolod:
~~~
'2..!r 1'141
(
Doscrlpllon
Valuo
(See continuation pagels) attached)
(Anach addlllonol .hools If noc..ssry)
Total:
933,830.1,6
NOTE: Tho Momorandum of roal oslalo outsldo tho Convnonwonllh of Ponnsylvanla may. oltha aloetion 01 tho porsonal roprooonlallvo,
Includo tho valuo of oach Itom, bu18uch flguros should not bo oxtendod Into tho total of tho Invontory.
Pr.p.rld by tha Pannlylvlnll BI' Anoel.llcn
Copyright leI tue fOlm ICItW". only CP5Ylt.m.,lnc,
Fcrm 'RW-7 (liU)
INVENTORY
Estate of:
Date of Death:
County:
James II. Herendeen
10/01/1995
Cumberland
CASII:
$25,000 Deuphin Deposit Bank
Certificate of Depoeit
#8100914622 7.02\ due
10/20/97
Accrued Interest
25,000.00
Capital Blue Cross Security 65
- Premium Refund
936.24
106.40
Corestates Finl Corp - Dividend
249.22
125.00
Dean Witter Coldwell Banker
, TaK EKempt ~ Dividend
Dean Witter Money Market Fund
22,733.05
Ohio Northern University -
Check for final quarterly
gift annuity dated September
20, 1995
145.00
PP&L Resources Inc - Dividend
417.50
49,793.21
PERSONAL PROPERTY:
Houeehold Furnishings - Value 1,050.00
per appraisal by George Hoar .....---------
1,050.00
STOCKS/LISTED:
109.7512 shares American Water Works
Inc
5,058.57
200 shares Amoco Corp
12,025.00
13,060.75
66.00
200 shares AT&T Corporation
Accrued Dividend
750 shares BellSouth Corporation
54,937.50
35,671.00
500 shares Citicorp
-1-
INVENTORY
Estate of:
Date of Death:
County:
'r
I
James H. Ilerandaen
10/01/1995
Cumberland
300 shares Columbia/HCA Healthcare
Corp
14,653.13
733 sharea CoreStates Finl Corp
27,006.47
1.00
500 shares Dean Witter Coldwell
Banker Tex Exempt
4,085,244 shsres Dean Witter Multi St
Mun Series Trust PA Series
51,539.32
10,679.083 shares Dean Witter U.S.
Government Sec Trust
96,432.12
200 shares Duke Power Co
0,706.25
57,625.00
20,340.63
800 shares Exxon Corp
300 shares lntl Business Mschines
Corp
400 shares Johnson And Johnson
29;475.00
300 shares Merck & Co lnc
Accrued Dividend
16,996.00
102.00
3,320;066 shares Municipal Income
Opportunities Shares of
Beneficial Interest
27,040,54
6,577,445 shsres Nuveen Municipal Bond
Fund Inc
60,052,07
I
i
I
f
I
I
I
I
I
105.374 shares Nuveen Municipal Bond
Fund Inc Class A
962.06
641 shares Nuveen Tax Exempt Unit
Trust Insured PA Series 143
Accrued Dividend
60,266.50
347.74
L
000 shares NYNEX Corporation
30,000.00
23,201. 25
5,425.00
j..
1,000 shares PP&L Resources lnc
200 shares Sunrise Medical Inc
676,600.66
.2.
INVENTORY
Estate of:
Dote of Death:
County:
J ames II. Ilerendeen
10/01/1995
Cumberland
BONDS:
$10,000 Allegheny County PA
Bonds HBIA DTD 07/15/94
5.075\ due 09/15/2011-04
Accrued Interest
$10,000 Delaware County PA
Ind1 Dev Authority Pollution
Control Revenue Bonds Scott
Paper Company Project DTD
11/01/76 6\ due
11/01/2006-95
Accrued Interest
$10,000 Hechanicsburg PA Hun
Authority Sewer Revenue
Bonds 4\ due 06/01/96
Accrued Interest
$10,000 Pennsylvania St.
Turnpike Commission Turnpike
Revenue Bonds Series L HOIA
DTD 06/01/91 6\ due
06/01/2015-01
Accrued Interest
$10,000 Philadelphia PA RFDG
Series A 5.25\ due
05/15/2001,
Accrued Interest
$10,000 Temple University
Commonwealth System Iligh
Fund Commonwealth system of
Ilighar Education PA llospita1
Revenue Series A Bond 7.25\
due 08/01/2016
Accrued Interest
PARTNERSHIP INTEREST:
20 units Dean Witter Realty
Income Partnership I LP
-3-
,
10,275.40
26.11
10,111.73
250.00
9,906.40
133.33
10,079.40
200.00
10,299.95
190.33
10,775.03
120.03
62,457.47
0,720.00
0,720.00
.
INVENTORY
Estnte of:
Dnte of Denth:
County:
Jnmes II. lIerendeen
10/01/1995
Cumberlnnd
MORTGAGE/NOTE REGEIVABLE:
--.......--..............
Bond nnd Mortgnge for
$25,321.12, originally dated
July 23, 1906, James H.
Herendeen, Jr. & Nnncy
Herendeen; premises nt 309
Blacklatch Lane, Camp Hill,
Cumberlnnd County, PA 17011
due July 23, 2003: Current
interest pnyable at 7.5\ per
year on the first day of
each calendar month recorded
in Mortgege book volume 825,
page 896 unpaid principal
balance on date of death.
, REAL ESTATE/PA:
House and Lot, 50 Circle
Drive, Cemp Hill, Cumberland
County, PA, Ranch style
house with brick and
aluminum exterior. 35 years
old. Value based upon
appraisal copy of which is
attached
25,321.12
--..--.---......
,321.12
109,000.00
................----...
109,000.00
.............................. ..
TOTAL RECEIPTS OF PRINCIPAL.... .... ... ....
-4-
933,830.46
--
A ^\ t::H I) E lJ,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPUCATE
WITH REGISTER OF WILLS
AEV.taoou t(7."41
CAB
H P L
E P 0
CRC
KOK
P 5
cOM~~m~~.:'r'lf",fl1,'i''j)'brANIA
, T,...."
HARRIS U 0, PA 11\21-0101
o
E
C
E
o
E
N
T
DECECENT'SNAME (LAST, FIRST, AND MIDDLE lNlTlAll
Herendeen, Jamea H,
SOCIAL SECURITY NUMBER DATE OF O[ATH
108-10-2173 10/01/1995
DATE OF OIRTH
06/07/1907
FOR QAT[SOF orATH AFTER U131111 CH[CKHEAE
IF A SPOUSAL
P AT'VC TI AIM
FILE NUMBER
21-95-0777
COUNTY CODE
DECEDENTS COMPLETE ADDRESS
50 Circle Drive
East Pennsboro, PA
Calmly
Cumberland
(IF APPllCABLEISURVlVlNG SPOUSE'S NAME (lAST,FIRST AND UIDDLE INITIAL)
Herendeen Eleanor F.
I, Original RoMn
4, Umllod ESlalo
R
E
C
A
P
I
T
U
L
A
T
I
o
N
T
A
X
C
o
M
P
U
T
A
T
I
o
N
SOCIAL SECUFUTVNUMBER
165.30-2059
YEAR
NUMOER
AMOUNT RECEIVED(SEE INSTRUCTlONSI
0.00
!Kl5.
...!- 8,
Romalndor Roturn
(for dalos 01 doalh prior 10 12-13-B2)
Fodoral Eslalo Tax RoMn Roqulrod
Total Numbor 0' Saro Doposit 80lCDS
'1.)
, -
,
'J
"J
(8)
(B)
63,461.13
2. Supplomonlal RoMn
X... FuMO Inloros, Compromlso
(lor dalos of doalh anor 12-12-B2)
[ID 8. Oocod.nl Diad Toslal. 0 7. Docodonl Malnlalnod a Uvlng Trus,
Anech co 01 Will Anach a co of Trust
C P ALL CORRESPONDENCE AND CONFIDEtmAL TAX INFORMATION SHOULD BE OIREC'TED TO:
R 2 NAME COMPl.ETE MAIl.ING ADDAESS 0 ()
R 0 Robert L. Keck A. V. P. & T .0. Dauphin Deposit"' B'iink ani! Trus,t,='Company
Ii ~ T'LEPHONENUMBER 213 Market Street ,'.
- T 717 255-2140 Harrisbur PA 17101 .,
1. Roal Eslal. (sChOdulo A) (1) 09. 00.00
2. Slocksand Bonds (Schodule B) (2) 739 .138.13
3. Closoly Held Slock/Portnorshlp Inl.rosl (Schodulo C) (3) 0 , 720.00
4. Mongogoo and Nolos Aocelvoblo (Schodulo D) (4) 25,321.12 <
5. C..h, Bsnk Doposl1o & Mlscellanoous POlSonal Proporty (Sch, E) (5) 51 , 651. Zl
6, JOlnUy Ownod Proporty (Sch.dulo F) (6) Nona"
7. Tlsns!.IS (Schodulo G)(Schodulo L) (7) 0 ,495 . 00
B, TOlal Grosa Assots (Iolal Unool-7)
9. Funeral Expenses, Administrative Costs, MlscoDaneous
Expanses (Schodulo H)
10. DobIS, Mongog. UablllU.s, Uons (Schodulo I)
11. Tolal Doductlons (Iolal Unoo 9 & 10)
12. NOI Valuo 01 ESIOIO (Uno 6 minus Uno 11)
13, Chnrl1ablo ond Govornrnonlal Boqu09ts (Schodulo J)
14. Nol Valuo Sub ocllo Tax Uno 12 minus Uno 13)
15. Spousal Trons!olS (lor dslos 01 doolh anal 6-30-B4)
Soo Instructions for Applicable Percentage on pago 2.
(Include vaJues from Schedule K or SChodule M.)
18. Amount of Une 141oxoble e16% rato
(Include values from Schedulo K or Schedule M.)
17. Amounl or Uno 14 Inxoble e118% ralo
(Includo voluos Irom Schodulo K or Schodulo M,)
lB. Prlnclpallox duo (Add lax Irom Uno 15, lB and 17,)
lB.Crodlls/Sp povorty Prlol Poyrnonls Dlscounl
0.00+..36,117.44 + 1,315.79
20. "Uno 1910 groalor Ihon Uno 16, onlor Iho dllloronco on Uno 20, This Is Iho OVERPAYMENT.
~ ~ ICheck here If you are requesUng a refund of your overpavmentl
21. II Une 1819 gr08tor thon Uno 19, ontor tho dlfforence on Uno 21. ThIs Is the TAX DUE.
A. Enler Ihe Intorost on the balance duo on Uno 21A.
B. Enlor Iho 10lal 01 Uno 21 .nd 21A on Uno 21B, This Is Iho BALANCE DUE.
Make Check pa ble to: Re later of Wills, A ent
~ ~ BE SURE TO ANSWER AlL OUESTlONS ON PAGE 2 AND TO RECHECK MATH ~ ~
Unaerp.naltl" of p"Jury,1 a.el"" thai I hall" ..am.n.a Ih', r.lurn, ,"clUdtngaceompanYlng len,dulu "nd 1I.lIm,n". .nd 10 Ih. tllIl of my II;nowl.d;. and tI,II", nl' trul,
cor'let and compl,t... d,ell.r. lh.t all ,..Iutlt. 1'1.. bun ,.portll!' It Iru. marhl ",.Iu.. O.claratlon of prtpa,., other thlln th. perlonll,.p,..,ntltlll'.l. baud on .lIln'o,matlon of
whlehPr.pa'.'h....nyknowl.dg..
(10)
10,180.74
(11)
(12)
(13)
14
(15)
241 , 788,50 X Q!.._
(16)
621,887.09x ,OB-
(17)
0.00 X .15-
(18)
Intorost
(lB)
(20)
(21)
(21A)
(21B)
SIGNATUAE OF PEASON AESPONS1BLE FOR FIl.INQ AETUAN Dauph in Depos i t Bank and Trus t Company
213 Market Street
'.I~ ii;;rri~.bur- -"PA. Tiior --... - -.. ...... ..---------
Dauphin Deposit Bank and Trust Company
213 Market Street
il;'''rri~.bur~.'- - PA.. i "fioi - - - - -. - - -... - - - - -. - - -. - - - _.
Copyrlllhtlel111S4 farm .oftwa,. onl)' CPS)'llem., Inc.
oR
\
942,325.46
73,649.87
068.675.59
5,000,00
063 675.59
0.00
37 , 313.23
0.00
37,313.23
37,433,23
120.00
0.00
0.00
0.00
OATE
'I/'v( 9 L
DATE
Fo,m 1500 (A,,,,. 1-11"'1
~ .,;.
"IV - taOI EX + IU....)
eO"!I.'1ll)!CMIJN:t1.qr.C'IM':G.YAN'A SCHEDULE A
'illlilb1'N't'bm'b'k'N'f" REAL ESTATE
UTAT1! OF FILl! NUMBER
James H. Herendesn 55. 108.10.2173 10/01/1995 21.95-0777
(fIruperty ,olnUy_ee1 WlIh Rlgh' of Burvlvoralllp mu.'''' doc/OMd on 8choclul. F) All ,..1 ...... Ihould ... ,."..n.d ., "'Ir _, v.lu.
whlclll. delIneel .. th. prl.. ., which property would... ..<h.nged "'lwMn . wllllng buy.r .nd . wllllng Mll.r, n.lth.r ""ng COlIlpIlleello
or MIl both hevln _nabl. knowl of th. "'lVon' "'ell.
ITEM
NUMBER
1
DESCRIFTlON
VALUE AT DATE
OF DEATH
109,000.00
House
Ranch
old.
end Lot, 50 Circle Drive, Camp Hill, Cumberland County, PA,
styla house with brick and aluminum extarior. 35 years
Value based upon appraiaal copy of which ia attached
TOTAL Also onlor on IIno 1, Reel ltullllon
(II moro Ip",is n..dod, In.." Iddl1lonaJ ah..ta 0' lame mo.)
COPyrtghl (c. 11114 'a,m IOflwa,. only CPSYlt,ml, Inc.
. 109 000.00
Fo,," 1500 Schedul. A (A..... n..nl
-~--~_""'J.o;l"-~~,,,,~,,-,~'.;..,,, :"~"'-'-''''-<,-N--'Tt~''_'''"'';tJ::-,<,g>.,.,rn1,.-;::;H_\1t'i<'l_''''"",~;'<~,~",..'-,~,.
REV- 1101 EX + I....'
COM::'\l\lrt't~~'ltc\W~jhY.Nl.
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
James H. Herendeen SS~ 100-10-2173
All
ITI!M
NUMBER
1
9
10
11
12
13
14
15
16
17
10
19
10/01/1995
oln -owned wtth RI ht 01 Survtvo..h must b. disclosed on Schedulo F.
DESCRIPTION
200 share a Amoco Corp
2
200 ahares AT&T Corporation
Accruad Dividend
3
4
109.7512 shares American Water Works Inc
750 shares Be11South Corporation
500 shares Citicorp
733 shares CoreStates Finl Corp
300 shares Co1umbia/HCA Healthcere Corp
4,005.244 shsres Dean Witter Multi St Mun Series Trust
PA Series
5
6
7
o
10,679.003 shares Desn Witter U.S. Government Sec Trust
200 shares Duke Power Co
500 shares Deen Witter Coldwell Benker Tax Exempt
300 sheres IntI Business Machines Corp
400 shares Johnson And Johnson
300 shares Merck & Co Inc
Accrued Dividend
3,320.066 shares Municipal Income Opportunities Shares
of Beneficisl Interest
6,577.445 shares Nuveen Municipal Bond Fund Inc
641 shares Nuveen Tax Exempt Unit Trust Insured PA
Series 143
Accrued Dividend
105.374 shares Nuveen Municipal Bond Fund Inc Class A
000 shares NYNEX Corporation
Total of Continustion Schedule s
TOTAL Also ontor on IIno 2. Roc Il1JIa~on
(II moro .pace ,. noedod. In.on addition'" .hoets 01 .ome slzo.)
Copyrlght(Cl1l14 rotm 10ttW.t. only CP5Yltlm., tnc.
FILE NUMBER
21-95-0777
VALUE AT DATE
OF DEATH
12,825.00
13 ,068.75
66.00
5,050.57
54,937.50
35,671. 88
27,006.47
14,653.13
51,539.32
96,432.12
0,706.25
1.00
20,340.63
29,475.00
16,996.88
102.00
27,040.54
60,052.07
60,266.50
347.74
962.06
30,000.00
140 700.72
S 739 130.13
Fotm 1600 Sch.dul. B IA.v, ._111
Estate of: James H. Herendeen
Soc Sec~: 100-10-2173
Date of Death: 10/01/1995
Continuation of Schedule B
(Stocks and Bonds)
Item Description
~
20 1,000 shares PP&L Resources Inc
21 200 shares Sunrise Hedical Inc
22 000 shares Exxon Corp
23 $10,000 Allegheny County PA Bonds HBIA DTD 07/15/94
5.075% due 09/15/2011-04
Accrued Interest
24 $10,000 Delaware County PA Ind1 Dev Authority
Po11utn Conto1 Revenue Bonds Scott Paper Company
Project DTD 11/01/76 6% due 11/01/2006-95
Accrued Interest
25 $10,000 Hechanicsburg PA Hun Authority Sewer Revenue
Bonds 4% due 06/01/96
Accrued Interest
26 $10,000 Pennsylvania St. Turnpike Commission
Turnpike Revenue Bonds Series L HBIA DTD 06/01/91 6%
due 06/01/2015-01
Accrued Interest
27 $10,000 Phi1sde1phia PA RFDG Series A 5.25% due
05/15/2004
Accrued Interest
20 $10,000 Temple University Commonwealth System High
Fund Commonwealth system of Higher Education PA
Hospital Revenue Series A Bond 7.25' due 08/01/2016
Accrued Interest
--'~~~,I'~",~?'.._,....t\\o<t~~r~~;"~";F!..-.:~-:-'.f',"i"-"""""~''''''''I'.....J'f'~':''-''>f,",'",",-i''''~_'''',''''''VI''''~';W'",,,,.....,,,,!...._:'."..,".._,,~,.".;;<
Unit Value at Date
Value of Death
23,201.25
5,425.00
57,625.00
10,275.40
26.11
10,111.73
250.00
9,906.40
133.33
10,079.40
200.00
10,299.95
190.33
10,775.03
120.03
......-...................
140,700.72
REY-1Ior lEX . cr...)
cO"~\{\l~~~"r.FtW~'N"
ESTATE OF
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
PIIHI Print or 8
FILl! NUMBER
21.95-0777
James H. Herendeen
SS" 108-10-2173
10/01/1995
All
ITI!M
NUMBI!R
1
oln -ownlel wlth tho RI '01 8urvlvorah mUI' be cloolo_ on 8ohodulo F.
DESCRIPTION
Bond and Hortgage for $25,321.12, originally dated July 23, 1986,
Jamea H. Herendeen, Jr. & Nancy Herendeen; premiaea at 309
Blacklatch Lane, Camp Hill, Cumberland County, PA 17011 due July
23, 2003; Current interest payabla at 7.5\ per year on the firat
day of each calendar month recorded in Hortgage book volume B25,
paga 896 unpaid principal balance on date of death.
VALUE AT DATI!
OF DI!ATll
25,321.12
-
TOTAL Also .nl., on IIn. 4. Reel IMlIlon
(If morl .p"ce Is n..dld, In..rt .ddlUonaJ Ih..ta 01 lame Ilz..)
Cop)'flgtlt(c) 11184 form IDftwlllanly CPSYlt''''I, I"c.
S 25 321.12
Farm 1&00 Sch,dule 0 (Ae. 7-111
'_-&.",.,_^~,._{i_,...._...._,.
'~."J.,.'''-'
SCHEDULE E
CAS I'!, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
REV- "01 EX. 11.111
CO":!.Il\;rb\~?\'~t.W~.NI.
eSTATI! OF
Piease Print or .
FIll! NUMBI!R
21.95-0777
James H. Herendeen
SS# 100-10-2173
10/01/1995
oln -ownld with RI hI 01 Survlv.rohl mUll b. dllel.lld on Schodulo
DESCRIPTION
PP&L Resources Inc - Dividend
VALUE AT DATE
OF DEATH
417.50
All
ITEM
NUMBER
I
2
3
Cepitel Blue Cross Security 65
Premium Refund
106.40
Corestates Finl Corp . Dividend
249.22
4
$25,000 Dauphin Deposit Bank Certificate of Deposit #8100914622
7.02\ due 10/20/97
Accrued Interest
25,000.00
936.24
125.00
5
Dean Witter Coldwell Bsnker - Dividend
6
Dean Witter Money Market Fund
22,733.05
7
Ohio Northern University - Check for final quarterly gift annuit
dated September 20, 1995
145.00
o
Household Furnishings . Value per appraisal by George Haar
1,850.00
TOTAL Also .nler on nna s, Roc hulsdon
(An.ch oddlllonal81/'J!' . 11' .h.... d more .plcal. n..d.d.)
Copyrlght(c) 11114 for," .altwatt only CPSy.t,ml,lnc.
S 51 651.21
For," 1500 Schldul. E (Alv. 2-1')
7" '-'~~~'- -, -."- ..-----...,."'.>-"'''',.~,,. -..,~,. ....'....._i:>!A(.co--r
REV.. tlOI EX + 112.11.
cO":I.\l\lffi\"l~~W,WhY'NI'
ESTATI! OF
James H. Herendeen
SCHEDULE F
JOiNTlY-OWNED PROPERTY
SS# 108-10-2173
10/01/1995
FlU! NUMBER
21-95-0777
Jolnttonlnl{I):
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B.
c.
Jolnlly-ownod property:
ITEM LETTER DATI! TOTAL VALUE DECO'S DOUAR VALUE OF
FOR MADE DESCRIPTION OF PROPERlY
NUMBER JOINT OF ASSET "INT. DECEDENT INTEREST
TENANT JOINT
TOTAL IAlso .nlor on line 8, ROC.DIMllIonl 0.00
(II more opo.. 10 neodod, Inoart .ddlllonol oheela of ooms 112.,)
Copyrtghtlcl11D4 form laftwat. anlyCPSYltll'lll,lnc.
Farm 1500 Sch.dur. F (R.v. 12.")
REV- 1110 EX + (2-111
cO"If.\{\lfC'E~~~W,Whl"NI.
ESTATl! OF
SCHEDULE G
mANSFERS
PktUG Prtnt or 8
FILE NUMBER
21-95-0777
James H. Herendaen SS# 108-10-2173 10/01/1995
llllS SCHEDULE MUST BE COMPLETED AND FILED IF lllE ANSWER TO ANY OF lllE QUESTIONS ON PAGE 2 IS YES.
ITEM DESCRIP1l0N OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLlAR VALUE OF
Inckldl na",. at th. tran,I.,.., th,l' OF ASSET ""NT. DECEDENT INTEREST
NUMBER relatlan,hlatad.c.d.n' ci;i;a'"an,t.r,
I Alice H. Clark - Cash Cift 200.00 200.00 0.00
on 12/15/94
2 Choice in Dying, Inc - Cash 15.00 15.00 0.00
Gift on 11/16/94
3 Chari and Jeol Krenis . 1,000.00 1,000.00 0.00
Cash Gift to Daughter snd
Son-in-law on 12/15/94
4 Chari Briggs-Krenis - Cash 3,000.00 5,125.00 2,125.00
Gift to Daughter on 03/04/95
5 Chari Briggs-Krenis - Cash 4,070.00 4,070.00
Gift to Daughter on 06/12/95
6 Deborah Shapiro - Cash Gift 50.00 50.00 0.00
on 12/15/94
7 Handgun Control - Cash Gift 20.00 20.00 0.00
on 12/03/94
0 Holy Spirit Hospital - Cash 100.00 100.00 0.00
Gift on 12/03/94
9 Marissa K. Briggs - Cash 50.00 50.00 0.00
Gift on 12/15/94
10 Nancy E. Herendeen - Cash 1,000.00 1,000.00 0.00
Gift to Daughter-in-Law on
12/15/94
11 Pamela A. & Gerry Kaskas - 1,000.00 1,000.00 0.00
Cash Gift to Daughter and
Son-in-Law on 11/00/94
12 Project Hope - Cash Gift on 15.00 15.00 0.00
11/16/94
13 Rachael Herendeen - Cash 50.00 50.00 0.00
Gift on 12/15/94
14 Rebecca Herendeen - Cash
Gift on 12/15/94 50.00 50.00 0.00
Total of Continuation Schedule ( ~ \ 1 500.00
TOTAL (Also entor on IIno 7. Rocaollllllllonl IS 8 495.00
(If moro Iplca II noodod, In...n oddldonai ahoots 01 aarno alzo,)
CaPV,lghtlClll11l14 'a,", .otlw", only CPSy.t'"", Inc.
Fa'," 1500 Sch'dul. Q (R.v. 2-111
~-';'-
"'.,....
Estate of: Jemes H. Herendeen
Soc Sec~: 100-10-2173
Dete of Desth: 10/01/1995
Continuation of Schedule G
(Trensfers)
Item Description of Property
~
Exclusion Total Value
of Asset
Decds Dollar Val of
'Int Decds Interest
15 Solange Reoch - Cash Gift
to Granddaughter on
03/10/95
2,000.00
2,000.00
0.00
16 Solange Reoch - Cash Gift
to Granddaughter on
09/05/95
1,000.00
2,000.00
1,000,00
17 Solange Reoch - Cesh Gift
to Granddeughter on
12/10/94
500.00
500,00
10 The Salvation Army - Cash
Gift on 11/14/94
50.00
50.00
0.00
19 Tom O'Donnell - Cash Gift
on 12/17/94
10.00
0.00
10.00
20 United Way of The Capital
Region . Cash Gift on
10/13/94
300.00
0.00
300.00
21 Vania Briggs - Cash Gift on
12/15/94
50.00
50.00
0.00
22 WITF TV 33 Cash Gift on
12/17/94
0,00
75.00
75.00
23 WITF TV 33 . Cash Gift on
01/10/95
100.00
0.00
100.00
1,500.00
.)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV -'It' EX . ('.11)
COM\1.'ll\lf1;\~4\~~WJVhl"NI'
ESTATI! OF
James H.
ITEM
NUMBER
A.
B.
1.
:z.
3.
4.
c.
Pi..... Print or
FILE NUMBER
21-95-0777
Herendeen
SS# 100-18-2173
10 01 1995
DESCRIPTION
I
Fun...ll!llpen...:
Eleanor F. Herendeen
Reimbursement for Internment License Fee
2
Eleanor F. Herendeen
Reimbursement for Wake Expenses
3
Myers-Harner Funeral Home Inc - Funeral Expense
Admlnl.lrIIUv. eo...:
PllI1lOnal R.presen,.Uve Conmlsalona
Social Socurfty Number 01 Pel1lOnal Represen,.Uve:
Ve.. ConmlsaJon. pald 1996
-23-1930033
Attorney Foeo
Wion, Zulli & Seibert
Family exempllon
Clalmanl Eleanor F. Herendeen
Addr... 01 Clalm.nt el decedent. de.'h
Str.., Addr... 50 Circle Drive
C11y Camp Hill
Rel.Uon.hlp
Wife
S'al.~ Z1pCod. 17011-2610
Frob.'. Foeo
Register of Wills
I
Mlao.Ulneoul expen...:
Credit Bureau of Greater Harrisburg
Property Search
2 Cumberland County Register of Wills - Five Short Certificates
3 Cumberland Law Journal - Cost of Advertising and Proof of
Pub 11ca tion
4 East Pennsboro Township - Utility Expense
5 Eleanor F. Herendeen Reimbursement of Lawn Maintenance
6 Eleanor F. Herendeen Reimbursement for Storage end Handling of
Canopy @ GT Watts Inc
7 George Haar, Auctioneer - Appraisal Fee of Personal Property
o Jerry's Sweeter's Sweet'n Grow Snow - Lawn Maintenance
Totel of Continuation Schedule s
TOTAL Also ontor an IIno 9. Reea ltulsdon
(II more aplce I. needed, In.erllddlttonll .he." 01 ...m. .Iz..)
COPVr1li1ht(cl "D"'or," .altw.,. only CPSy.tlml,ln"
AMOUNT
500.00
296.02
1,132.00
20,000.00
20,000.00
3,500.00
390.00
32.00
15.00
40.00
96.53
121.90
62.50
25.00
68.90
1 172.48
s 63 461. 13
'or," 1500 Sell. dull HIA'v, 7....'
"IV - 111:1 EX + 12-.,.
COM::'\ftlrt'E~{\<l,fW,Whl"NI'
ESTATe OF
SCHEDULE J
BENEFICIARIES
James H.
ITEM
NUMBER
ITEM
NUMBER
Herendeen
FiLe NUMBER
21-95-0777
SS# 108-18-2173
10 01 1995
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
RELATIONSHIP
1
A. T..lble SeqUI.":
Dauphin Deposit Bank and Trust Company,
Trustee under Will for Benefit of
Eleanor F. Herendeen
50 Circle Drive
Camp Hill, PA 17011-2610
Net income and
needfull
principal
Wife
2
Nancy Herendeen
(James H. Herendeen, Jr. Predeceased)
309 Blacklatch Lane
Camp Hill, PA 17011-8413
Daughter-in-Law
2/5 Residue
upon death of
widow
3
Chari H. Krenis
210 Vassar Street
Rochester, NY 14607
Daughter
2/5 Residue
upon death of
widow
4
Solange Reach
5344 Nakoma Street
Dallas, TX 75209
Granddaughter
1/5 Residue
upon death of
widow
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
1
B. Chlllftlble end Governmental Bequests:
Dauphin Deposit Bank and Trust Company,
Trustee under Will for Benefit of
Mt. Calvary Episcopal Church
101 N. 25th Street
Camp Hill, PA 17011.3609
5,000.00
upon death
of widow
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS AJoo enlot on line 13. Rae Illlllllon
(II more apace I. needld, Inll8f1lddltlonalahee.. oraome 1l.1.)
Capyrlght(clll1l4 far," .aflw'" a"ly CP5y.tlm.,I"Co
S 5 000.00
Fa,," 1500 SChldul. J (Alv. 2-'71
AEV.l....U(l-ll21
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEALTH OF PENNSYLVANIA
INttERITANCE TAX DIVISION
ESTATE OF
James H.
FiLe NUMBER
Herendeen SS# 108-18-2173 10/01/1995 21-95.0777
This schedule mJst bo cOr1lJleled and nkJd It you checked the spousal povorty Cfodll box on the COySf' sheat.
LA
(AVAILABLe FOR DECEDENTS DYING AFTER 12131/11)
I. Taxable As.Ol0lola1lrom line 0 (cover .h..l) . . . . . . . . . . . . .
............... .
....... I.
942 325.46
2. Inauranco Proceeds an Ufe ot Oecedonl. . . . . . . . . . . . . . . . . . . . , . . . . . . , . . . . . . . . . .. 2.
0.00
3. ROllremenlBenonll................................."..,........... 3.
0.00
4. JolnlAaaallwtlhSpou.o.....................,................ ....... 4.
0.00
5. PALon8IYWlnnlng....,............,........................ . . . . .. 5.
0.00
e.. 01hor Nonlaxoble Asaoll: U'1 (Anoch schedule II -aryl. . . . . . . . . . . ., e..
0.00
lb.
Be.
ed.
e. SUBTOTAL (Unoo 00, b, c, d). . . , . . . . . . . . . . . . . , , . . . , . . . .
,....... .
.......8.
0.00
7. TOla1 Gro.. Aaaell (Add IIn.. l1h'" o~ . . . . . . . . . . . . , . . . . . . . . . . . . . . . . .. ....... 7.
942 325.46
e. Tolal Ac1ual Uobl1llleo . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ....... 8.
D. NOl Valuo 01 Eato'e (Subtroc1l1no 0 from line 7) , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IIl1no Dlo groolor lhon $200,000 _ STOP. The 001010 Is notollglblo 10 claim Iho crodll.1I nol. conUnue 10 Part II. D. 942,325.46
PART II - CALCULATION OF JOINT EXEMPTION INCOME - (Attach copies of Federallndlvlduallncome
. . Tax Relurne for decedent and li ouse. '. .
Income: 1. TAX YEAR: ID 92 2. TAX YEAR: lD 93 3. TAX YEAR: lD 94
I. Spouoo..............,......... I.. 0 . 00 21. 0 . 00 31. 0 . 00
b. Docodonl................,...... lb. 0 . 00 2b. 0 . 00 3b. 0 . 00
o. Jolnl..,.........,..........." Ie. 0.00 2e. 0.00 3e. 0.00
d. Tax Exompllncomo, . . . . . . . . . . . . . . . " Id. 0 . 00 2d. 0 . 00 3d. 0 . 00
.. Olhor Income nOlllOlod obovo. . . . . . , . . . . .. 1.. 0 . 00 2.. 0 . 00 31. 0 . 00
I. TOlo1.......................... n. 0 . 00 21. 0 . 00 31. 0 . 00
4. Average Joint Exomptlon Incomo Calculation
41. Add JoInt Exemption Income from above:
(II) 0.00
0.00
+(21)
0.00 +(31)
0.00
.
0.00
: 3 )
0.00
4b. Avorogo Joint ExompUon Income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
II line 4(b) 10 groolor lhon $40,000 - STOP. The os1010 10 nol ollglblo 10 clolm lho crodll. II nOI, conllnuo 10 Part III.
PART III - CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES
.
1. Insort amount at taxable tranatorslo spausD or $100,000, whlchevor Is loss. . . . . . . . , , . , . . . , . . . .. 1.
2. MulUplybycrodllporconloge(ooolnotruCUono)................................... 2-
3. Thlo 101he omounl ollho Rooldonl Spousal Povorty Crodll. Includo lhlo flguro
In tho calculation 01 total crodlts an Ilno 19 at tho cover shoot. . . . . . . . , . . . . . . , . . . . . . . . .. 3.
4. For Nonrosldents, ontor tho ratio at tho docodonfs grass ostalo In PA to tho valuo 01 tho
docodonfsgroaseslalo, . . . . . . , . . . . , . . . . . . . . . . . , . . , . . . . . . , , . . . , . . . .. 4.
5. Mulllply IIno 3 by IIno 4 and onlor Iho 10101 hore. ThloIs lho omounl ollho Nonrooldonl Spousol
Povorty Crodlt. Includo thlo figuro In tho calculation olIOIa! credits an IIno 19 or tho cavar shoot. 5.
COPYflghf(tlllO. 'arm .oft..,. onl)' CP5)'.t.m..lnc.
5th.dull IR.v.l-i21
REV-114I1EX.tIlUI
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATe OF FlI. Numb.r
James H. Herendeen SS# 108-18-2173 10/01/1995 21-95-0777
PART A: Enlor lh. descripllon and valuo ollillnloro'lI. bolh taxlblo and non-Iaxoblo, rogardl... 0' Iocollon Ind not 01 deductlonl,
whk:h us to Iho decedent's aurvM sousa will, Inlests . a oration a'law, or otherwise.
Doscrt lion olllema
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
110m'
Amount
240,656.44
Pili A To1el: Enlor lhelo1a1 here and In the opou...o "Amounl Recolved" block on Plgo 1 240 , 656.44
Election To SubJect Property To Tex Under Section 2113(A) As A Taxable Transfer By This Decedent.
1I.1nI1t or aImIlor llITangoment moelllhe requlromenl 01 SocUon 2113(A), Ind:
a. Tho fruit or llnilor lITangotnOnt Is lIotod on Schodulo 0, and
b. Tho value 0' lhe fruit or llnilor 1IT0ngemonll0 onlored In wholo or pili .. an ....1 on Schedule O.
lhen lhelrlnoloro~1 poraonal ropro..nllUvo may opoclncally Idonll!y Ihe frual (all or a tracllonal por1lon or porconlogo) 10 be Includod In lho olocUon
10 hovo luch inial or llnilor proporly trootod .. a taxable lronolor In lhlo os1110. If 108S1hon lho onUro valuo 0' the fruit or oImllor proporly Islncludod
as a taxable transfer on Schedule 0, the porsonaJ roprosenlatlvo shall be considered to have mado the election anJy as to a fractlon of the trust or
llnilor llITangomenl. Tho numerolor 01 Ihlo1ractlon 10 oquallo lho amounl ollho truol or slmllor 1IT0ngomonllncludod as a t..oblo 88801 on Schodulo O.
The donomlnolor 10 oquallo lho 101a1 voluo ollho trual or almllor orrongomonl.
ELeCTION:Do you .11" und.r SecUon 21 13(A) 10 trill.. a taxabl.lrlln.'"r In \hll .Ilal. all or I porUon oIl \rual or Ilrnllor Irronglmlnl
cr..ted for the 80le u.e of thl8 decedent's surviving .pOUI. during the surviving lIpOu.e'a enUre IIfeUme?
YES 0 NO 0 Slgnaturl Oall
Note: If the alscUo" applle. to more than on. trust or similar amngemant. then. leparate copy ot Schedule 0 muat be Iluned and nled.
Part B: Entor \ho doscr1pUon and valuo 01 a11lnlorOSlll. bolh laxoblo and non-laxoblo. regordloss a' IocaUon and nel 0' deducllono,
which ...10 lhe decodonrl aurvlvl . ou.. 'or which a Socllon 2113 A olecllon Is bel mado.
lIem . DosctI lion a' llama Amounl
Pili B Total (108 Inolrucllono)
0.00
Capyrlghtlcl till form .aftwarl a"l,. CPS,.111",.,IIlC.
Farm 1600 Schldull 0 (Rlv. 1-1151
AEY..,..7U.(tO-I'"
COM::.\ftlrrril4\~,lYhl"NI'
ESTATl! OF
James H. Herendeen SS# 108-18-2173 10 01 1995
Tl111 achedulall opproprlate only lor I!olllu 01 _II dying liter December 12, IH2.
This schadule I. to be usod lor sIIMure Inlot8811 whore lhe rile 01 tax Which wtll be appllclble when lhe Mure Inloroal V"lIln
OI8IIlon and on nt clnnal be OO1abllshod with cer1s1n .
Tho Inl1rUment aGIUng lhe 1lJlUre InlotOO1lo:
X WIll
SCHEDULE M
FUTURE INTEREST COMPROMISE
FiLe NUMBER
21-95-0777
TNOI
(PI.... Ittach copy 01 InllNmlnl)
Other
I. IIenoftcll~"
NAM!! OF DATe OF AGE TO
BENEFICIARY RELATIONSHIP BIRTH NEAREST BIRTHDAY
I. Nanc Herendeen Deu hter-in-Law 07 25 43 52
2. Chari H. Krenis Dau hter 11 29 38 57
2. Solan e Reoch Granddau hter 09 02 81 14
4.
e.
II. For decedenl8 dytng on or _ July 1, 1994, " a IUrvtvlng .pouse exercised or Inlends to exon:l.. ono 01 lhe lollowlng wt1hln 9
months 01 the decodonrs doo1h, check the appropU.IO box and oupply a copy 01 the docUmenlln w1tlch the surviving spouse
OlCorcl... such wlthdrllWaI rtght
Unllmltad ~ 01 wt1hdrawll Umttad ~ 1 of wtthdmwl
III. EJplanlUon 01 COmpromlaa Olllr: (If moro opsce 10 noodod, enoch Iddlllonal e.s X II" .heelS)
IV. Summery of COmpromlaa Ollar:
1. Amount Dr Future Interest. . . . . . . . . . . , . . . . . . . . . . . . . . . S
621,887.09
2. Value 01 Uno 1 OlCompt from !IX as amount paaslng to charlUes, ole.. . . . . . . . . . . . . . , . . . .
(a1oo Includa as part 01 tola1.hown on Uno 13 01 covor ShOOI)
2. Value 01 Uno 1 paaalng to .pou.. at appropUololax rolo . . . . . . . . . . . . . . . . . . . . . . . .
Chock 1 Block [KJ 8%, 0 3%, 0 0%
(a1oo Include as part 01 tola1.hown on Uno 10 of COvor Sh..l)
4. Value 01 Uno 1 T,,"bIe 11 Uneal Role. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(a1oo Include as part 01 101al.hown on Uno 19 of COvor Sh..l)
e. Valuo 01 Unel T..oble 01 COllllotal Rllo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(a1oo Include as part 01 tolal.hown on Uno 17 01 COvor Sh..l)
e. Tola1 Value 01 Futuro Inlotost (sum 01 Un.. 21h", 0 mull equal Uno 1) . . . . . . . . . . . . . . . , .
s 5,000.00
s 0.00
S 616,887.09
S 0.00
s 621,887.09
Capyrlghl(c) 111II11 'arm taltw.r. ani)' CPSy.llm..lnCo
Fa,m 1&00 Sch.dutl M IAlv. to-1I4'
Internal Revenue Service Center
Mid-Atlantic Region
DO-23/PMU
'.ll1
.;t 1- qlJ- 77 7
:1""'1
Dill: NO~ ,j G 1996
Ettatl 0':
JAMI:S H. HERENDEEN'.
o-dInl'. Social Security Nqll'!'Or.
106-16-2173V _..
D.lo 01 De.",:
OCTOBER 01, 1995
peBOn to Contact,: _
BARBARA F1JNK
Conll., Ttltp/lonl Number.
215-516-3946
... DAUPHIN DEPOSIT BANK & TRUST COMPANY
% LARRY A. HARTMAN, SENIOR VICE PRESIDENT
213 MARKET STREET
HARRISBURG, PA 17101
0',
bllll TII Clooln9 Llnlf (TIllI I. noli bUl lor 'II dUO)
Our computaticn at the Federal tax liability tor the above estate is shown.below.
It dces not include any interest or late payment penalties that may be charged. but other
penalties have been considered in the computation. You should keep a copy ot this letter
as a permanent record because ycur attorney may need it to close the probate prcceedinas
tor the estate. Thi$ letter is evidence that the Federal tax return tor tbe estate has
either been accepted as tiled, or has been accepted atter an adjustment that ycu aareed
to.
This is not a tormal cloRina aareement under section 7121 ot the Internal Revenue
Code. We will not reopen this case, however, unless Revenue prccedure 94-68, reproduced
on the back at this letter, applies.
It you have any questions abcut this" letter, please write or call the person wbose
name and telephone number are shown at the top at this letter. It you write to us with
questions about this letter, please provide ycur telephone number and the .ost convenient
ti.e tor us to. call it we need additional intormation. Please attach thia letter to any
correspondence to belp us identity your case. Keep the copy tcr your records.
Thank you tor your cooperation.
Sinc rely yours,
,::R.: ::!!'/P
h..J'
bclosure 1
Copy at this letter
Tentative tax ..................................................... S 295,060.68
Less: AQgregala gift taxes payable (lor gifts made alter 12-31-76) ............ S -0-
UnlIled credit ....................................... ,192, /JOO. 00
CredI1lor Slala death taxes ............................... S 26,155.16
Credrt lor Federal gift taxes (on gifts prior 101-1-77) . . . . . . . . . . . . . . . . . S -0-
Credit for foreign death taxes .............................. S -0-
Credit lor lax on prior transfers S -0-
Tolal subtractions ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216,955.16
Nel estale lax . . . . , . , . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . 5S 76,105. 52
. . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - -.
Penslties, if any .........................."........................ S -0-
Ion')
P.O. Box 331, Benealam, PA 19020
Lelter S27(SCI (Rev. 5-1411
".-f,"-
-..-- - - "1'.
-
<'
1.5:(;/ - /4
*'
CDMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
c/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZUUI
HARRISIURG, PA 11121.0601
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
.".Ih, II." III.HI
ROBERT L KECK
DAUPHIN DEPOSIT
213 MARKET ST
HBG
DATE
ESTATE DF
DATE.DF DEATH
FILE NUMBER
COUNTY
ACN
H
BK 8 TR
12-23-96
HERENDEEN
10-01-95
21 95-0777
CUMBERLAND
101
A.aunt R..! t tad
JAMES
PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALDNO THIS LINE ... RETAIN LDWER PORTION FDR YDUR RECORDS ~
iiEii=i54TEif-AFii-m-:96riio,:YcniF-J;-riiiEifiTAifcE-"Ax-j(ppiiAYsEiriiiT~--.m;ciwANcE-oiiu--u-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
JAMES H FILE ND. 21 95-D777 ACN 101 DATE
TAX RETURN WAS' I I ACCEPTED AS FILED ( XI CHANOED SEE ATTACHED
ESTATE OF HERENDEEN
12-23-96
NDTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL AND SUPPLEMENTAL RETURN ND. 01
1. R..I E.t.t. (Schedul. A) II) 109.000.00 NOTEr To inaure prop.,..
2. Stocke ~ Bond. (Schedule 8) (2) 739.138 .13 cradlt to your account,
3. Clo..I)' Hald Stock/Partn.r.hlp Int.r.d (Schedule C) (5) 8 1720.00 sub.it the upper portion
4. "artg.g../Not.. RRahabl. (Schedule D) (It) 25.321.12 of this for. with you,..
5. Cam/Bank DapoaUa/Hhc. Par.onal Prop."ty (Schedule EJ (5) 51.651.21 tax payaent.
6. Jointly Owned Property (Schedule FI (61 .00
7. Tr,,"ofe.. (Schedule 01 171 ID .495. DO
e. Totel Auete leI 944.325.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.,..l EKPan.../AdII. COltl/HiIC. Expen... (Schedul. H) (9)
10. Debts/nortg.g. Liabiliti../liana (Schedul. II (10)
11. Total Daduction.
12. Hat Value of Tax Return
13. Charitable/Gov.rn..ntel Dlqua,t. (Schedule J)
14. Net V.lu. of Elt.t. Subject to Tax
63.461.13
10.18B.74
1111
(121
IUI
1141
7~.it4q A7
870.675.59
.DD
B70.675.59
NDTI!:
I~ an a.....m.nt wa. is.u.d pr.viously, lin..
r.~l.ct figuros that includa the total of 6bb
ASSESSMENT OF TAX:
15. A.aunt of Line 14 at Spou..l rat. (15)
16. Aaount of Lin. 14 taxable at Lin.al/CI... A rat. (16)
17. A.ount of Line 14 taxable .t Collataral/CI... 8 rat. (17)
18. Prinoipal Tax Du.
14. IS and/or 16, 17 and 18 will
r.turn. a......d to dat..
.00 X .00.
10.495.00 X .06.
.00 X .15.
lie I
.00
629.70
. DO
629.70
TAX CREDITS:
PAYNENT
DATE
12-29-95
06-28-96
RECEIPT
NUNBER
AAOB245B
AA1129B9
DISCOUNT (+'
INTEREST I-I
31.49
.OD
ANOUNT PAID
25.000.0D
11.117.44
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
36.148.93
35.519.23CR
.00
35.519.23CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TNAN '1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
\.
15-&1- I:J..
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c.-~
'~"
BUREAU OF INOIVIOUAL TAMES
IHtlERI1AHCE TAX DIVISION
DEP'. nOIlO)
HARRISBURC, PA 11121-0601
11"""1111' 11'."1
ROBERT L KECK
DAUPHIN DEPOSIT
Z13 MARKET ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-97
HERENDEEN
10-DI-95
21 95-0777
CUMBERLAND
201
AMount R....1tt.d
JAMES
BK & TR
PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To In aura proper cradit to your account, sub.it tha uppar portion of thl. for. with your t.k pay",.nt.
CUT ALDNG THIS LINE ... RETAIN LOWER PDRTION FDR YDUR RECDRDS ~
iiEv:il,iij-i!x-jiFji-nz:91.-i------Mitii-iNH€iiii'ANc'E-filif-sTA'TiH'ENf-o"-ilcfciii.iiiT--iiiit--------------------
ESTATE OF HERENDEEN JAMES H FILE ND. Zl 95-0777 ACN ZDl DATE 01-06-97
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 1Z-Z3-96
PRINCIPAL TAX DUE, Z5.556.95
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
12-29-95
06-Z8-96
01'DZ-97
RECEIPT
NUMBER
AA08Z458
AA1129B9
REFUND
DISCOUNT (+)
INTEREST (-)
.00
.00
.00
AMOUNT PAID
Z4,401.79
11,117.44
9.96Z.28-
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
25.556.95
.DO
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
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
H
~ 0:
i [;~C,/ - /.:i
(!....-
1*
CDMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
BUREAU OF INDIVIDUAL TARES
INHERITANCE faX DIVISIO"l
DEPJ. 1I0UI
UARRISBURG, PA 1712'.0601
II,.IU'I.'" III.'"
ROBERT L KECK
DAUPHIN OEPDSIT
213 MARKET ST
HBG
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
01-06-97
HERENDEEN
10-01-95
21 95-0777
CUMBERLAND
101
H
JAMES
OK & TR
Allount R..t tt.d
PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT TDc
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To In Iura proper credit to your account, lub..lt the upper portion of thl. form with your tax pay...nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTIDN FDR YOUR RECDRDS ....
iiE'v=iioii'i-Ex-jijij.--n2'=9r.-rm---iiiiii-iNifiiiiYliNi:if-fAlCSTATEHENf-ijF-ACcciiiiif--io-oiiim---mmn-------
ESTATE OF HERENDEEN JAMES H FILE ND. 21 95-0777 ACN IDl DATE 01-D6-97
THIS STATEHENT IS PRDVIDED TD ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHDWN BELDW
IS A SUHHARY OF THE PRINCIPAL TAR DUE, APPLICATIDN OF ALL PAVHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PR~JECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 12-16-96
PRINCIPAL TAX DUE, . 629.70
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
12-29-95
RECEIPT
NUMBER
AAOB2458
DISCOUNT (+)
INTEREST (-)
31.48
AMDUNT PAID
598.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
629.69
.01
.00
. D1
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FDR CALCULATION DF ADDITIONAL INTEREST.
C IF TDTAL DUE IS LESS THAN fl,
NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REflECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FDR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
Na11Ie of Decedent: Jllmes II. lIerendeen
Date of Death: October I. I ClCl~
will No.
pursuant to Rule 6.12 of the supreme Court Orphans'
court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No x
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: Februsrv 2. 19C1g
1995-00777
Admin. NO.
3. If the answer to No.1 is Yes, state the following:
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 is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the orphans' Court and may be attached to this report.
In
. . Dauph~Il?Il1t.:)lnnk and Tr st Company
Date:: 9-16-Cl7 BY: Y" Co . ~ 'Ill
Si nature Ro ert L. Keck
Assistant Vice President/Trust Officer
Robert L. Keck
Name (Please type or print)
~':J
r:L
l,l.!
iL: Ln
i"'-
fj\
'J) :J
00
Hail Code - 001-02-05 P. o. 80K 2961
Address Harrisburg. PA 17105
(717 I 255-2148
Tel. No.
Capacity:
x personal Representative
counsel for personal
representative
cc: Victor A. Bihl, Esquire
(MAli: rmf/J\M3)
PRINCIPAL
Receipts:
Per Inventory Filed or Balance of Prior Account
This Account
Net Gain (or Loss) on Sales or Other DispositionlPrincipal
Less Disbursements: Debts of Decedent
Funeral Expenses
Administration Expenses
FederallState Taxes
Fees & Commissions
Family Exemption
10,589.63
1,928.82
2,663.56
112,222.96
56,000.00
3,500.00
Page
933,830.46
546.27
3
3
4-7
6,601.22
....-....-....-
940,977 .95
......-...--........-...........
186,904,97
8
8.9
9.11
11
11
11
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hsnd
For Information:
Investments Made
Changes in Investment Holdings
INCOME
Receipts: Per Prior Account Filed
This Account
Net Gain (or Loss) on Sales or Other DispositionlIncome
Less Disbursements
Balance Before Distribution
Distributions to Beneficiarios
Income Balance on Hend
For Information:
Investmente Made
Changes in Investment Holdings
Combined Balance on Hand
-2-
754,072,9B
619,792.45 12.13
...-...........
134,280.53
11.
1~
0,00
56,163,28 16.22
7,82 23
-............
56,171,10
4,565,91 21,.25
..............
51,605,19
49,702,01, 26.27
..................
1,903.1~ 28
29
136,183,6B
1996-02-21 3,328.066 shares Hunicipal
Income Opportunities Shares of
Beneficial Interest
Net Proceeds 27,745.04
Fid. Acq. Value 27,040.54 704,50 0.00
1996-02-21 641 eharDs Nuveen Tax Exempt
Unit Trust Ineured Pa Series
143
Net Proceeds 69,086.98
Fid. Acq. Value 68,266.50 820.48 0.00
.,
1996-06-03 $10,000 Mechanicsburg PA
Municipal Authority Sewer
Revenue Bonds 4\ due 6/1/96
Net Proclleds 10,000.00
Fid. Acq. Value 9,986.48 13.52 0.00
1996-12.16 $10,000 Allegheny County PA
Bonds MBIA DTD 7/15/94 5.875\
due 9/15/2011-04
Net Proceeds 10,150.00
Fid. Acq. Value 10,275.48 0.00 125.48
1996-12-16 $10,000 Pennsylvania State
Turnpike Commission Turnpike
Revenue Bonds Series L MBIA
DTD 6/1/91 6\ due 6/1/2015-01
Net Proceeds 10,100.00
Fid. Acq. Value 10,079.40 20.60 0.00
1996-12-16 $10,000 Temple University
Commonwealth system of Higher
Education PA Hospital Revenue
Series A Bond 7.25\ due
8/1/2016
Net Proceeds 10,383.50
Fid. Acq. Value 10,775.83 0,00 392.33
-6-
o.
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent:
1995.11-01 Lawns Unlimited, Inc. - Lawn
Maintenance
212.00
1995-11.06 Sammons Communication _
Utility Expense
19.98
1995-11-27 Eleanor F Herendeen
Reimbursement of Restoration
Repair to Real Estate
233.00
1995-12.26 Internal Revenue Service
1995 4th Quarter Estimated
Personal Income Tax
2,390.00
1995-12-26 PA Department of Revenue
1995 4th Quarter Estimated
Personal Income Tax
375.00
1996-01-18 Dauphin Deposit Bank and Trust
Co. . Visa Payment
54.04
1996-01-18 So lunge L. Reoch - Dean Witter
Money Market Fund
2,000.00
1996-03-13 Holy Spirit Hospital
Hospital Care Expense
25.44
1996-04-09 Internal Revenue Service
1995 Personal Income Tax
2,275.00
1996-04-09 PA Department of Revenue
1995 Personal Income Tax
9.00
1996-06-24 Internal Revenue Service
1995 Additional Assessment
Personal Income Tax
2,579.08
1996-10-04 PA Department of Revenue
1995 Personal Income Tax
Additional Assessment
82.10
1997-01-17 PA Department of Revenue
1995 Personal Income Tax
Additional Assessmsnt
334.99
--.......-.....-
10,589.63
Funeral Expenses:
1995-11-06 Eleanor F Herendeen _
Reimbursement for Internment
License Fee
500.00
-8-
1995-11-06 Eleanor F Herendeen -
Reimbursement for Wake
Expenses
296.82
1995.11-06 Myers-Harner Funeral Ilome Inc.
- Funeral Expense
1,132.00
1,928.82
Administration Expenses:
1995-10-11 Cumberland County Register of
Wills - Probate Fees
386.00
1995-10-12 Cumberland County Register of
Wills - Probate Fees
12.00
1995-10-25 Cumberland Law Journal - Cost
of Advertising and Proof of
publication
40.00
1995-11-01 American Water Company -
Utility Expense
36.25
1995-11-01 Cumberland County Register of
Wills . Five Short
Certificates
15.00
1995-11-06 Eleanor F Ilerendeen -
Reimbursement for Storage and
Handling of Canopy @ GT Watts
Inc.
62.50
1995-11-06 Keystone Oil Products Corp -
Heating Oil
108.98
1995-11-10 Eleanor F Herendeen
Reimbursement of Lawn
Maintenance
121.90
1995-11-16 George Ilaar, Auctioneer -
Appraisal Fee of Personal
Property
25.00
1995-11-20 Patriot News Company - Cost
of Advertisement and Proof
of Publication
158.68
1995-11-29 East Pennsboro Township
Utility Expense
96.53
1995-11-30 Mark E Hilbert & Associates
Appraisal of Real Estate at 50
Circle Dr.
250.00
-9-
1995.12-01 Keystone Oil Products
Corporation - Heating Oil
140.13
1995-12-21 Recorder of Deeds - Cumberland
County Recording Fee for 309
Blacklatch Lane. Camp lIill Pa,
12.00
1995-12-21 Recorder of Deeds - Cumberland
County Recording Fee for 50
Circle Drive, Cemp lUll Pa.
13,00
1995-12.27 Orendore Ground Maintenance
Snow Removal
25,00
1995.12-27 Orendore Ground Maintenance _
Snow Removal
25.00
1996-01.02 Jerry's Sweeter's Sweot'n Grow.
Snow Removal & Lawn Maintenance
68.90
1996-01-02 Keystona Oil Product~
Corporation . Heating Oil
157.34
1996-01-02 Keystone Oil Products
Corporation - Repairs to Burn
Motor
74.35
1996-01-02 Keystone Oil Products
Corporation - Repairs to Burn
Motor
73.00
1996-01-19 Orendorf Ground Maintenance
Snow Removal
135.00
1996-01-22 Credit Bureau of Greater
Harrisburg - Property Search
32.00
1996-06-27 Cumberland County Register of
Wills - Cost of Filing Pa
Inheritance Tox
37.00
1996.07-19 Cumberland County Register of
Wills . Additional Probate Fee
105.00
1996-09-18 Cumberland County Register of
Wills - Amended Pa Inheritance
Tax Fee
15,00
1996-11-13 Internal Revenue Service _
1996 Fiduciary Income Tax
82.00
1996-11-13 PA Department of Revenuo _
1996 Fiduciary Income Tax
9.00
-10-
~'Ili..,.:.<~\.,CJill;l,".!""-jj,'~'~i'''''_''.J",.'i<lolli
'" ;~~~,-,--_:::_ _L''7't,-n~'"--._''N.~,- ~":,, '~~'__:-' ii _":'_-_'__:_,~-~~~.:'_-:.s./ ,,,,;'N.:'
1997-12.04 AON Risk Services . Banks
Blanket Insurance Annual
Premium on 50 Circle Dr.
45.00
Reserves:
Cumberland County Register of
Wills . Account Filing Fees
300.00
Dauphin Depoeit Bank and Trust
Co. . Notary Fee
2.00
2,663.56
Federal and State Taxes:
1995-12.29 Cumberland County Register of
Wills . Pa Inheritance Tax
25,000.00
1996.06.27 Cumberland County Register of
Wills . Pa Inheritance Tax
Balance Due
11,117.44
1996-07-02 Internal Revenua Service .
Federal Estate Tax
76,105.52
...........-. 112,222.96
Fees and Commissions:
Dauphin Deposit Bank and Trust
Co. . Executor's Fee
28,000.00
Wion, Zulli & Seibert .
Attorney's Fee
28,000.00
56,000.00
Family Exemption:
1997.02.27 Eleanor F. Herendeon . Cash
3,500.00
3,500.00
Total Disbursements of Principal
186,904.97
-11.
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
1995-11-20 James H Herendeen Trust Under 1,858.00
Will - Principal Distribution
of Household Furnishings
1995-12.21 James H Herendeen Trust Under 2,000.00
Will - Principal Distribution
1996-01-22 James H Herendeen Trust Under 109,000.00
Will - 50 Circle Drive, Camp
Hill Pa 17011
1996.01-22 James H Herendeen Trust Under 24,712.56
Will - Mortgage on 309
Blacklatch Lane, Camp Hill
Pa 17011
1996-02-07 James H Herendeen Trust Under 13,068.75
Will -200 shares AT&T
Corporation
1996-02-07 James H Herendeen Truet Under 12,825.00
Will - 200 shares Amoco
Corporation
1996-02-07 James H Herendeen Trust Under 54,937.50
Will - 1,500 shares Bel1South
Corporation
1996-02-07 James H Herendeen Trust Under 35,671.88
Will - 500 shares Citicorp
1996-02-07 James H Herendeen Trust Under 57,625.00
Will - 800 shares Exxon
Corporation
1996-02-07 Jamos H Herendeen Trust Under 28,340,63
Will - 300 shares
International Buainess
I Machines Corporation
l 1996-02-07 James H Herendeen Trust Under 29,475.00
Will - 400 shares Johneon &
"1 Johnson
1996-02-07 James H Herendeen Trust Under , 16,996.88
Will - 300 shares Merck &
-I Company Inc,
I
t
I 1996-02-07 James H Herendeen Truet Under 23,281.25
Will - 1,000 shares P P & L
Resources Inc.
-12-
-13-
"r','
,'"
. -15-
RECEIPTS OF INCOME
Dividends:
1995.11.14 Neveen Municipal Bond Fund
Inc. Common
282.83
1995.11-14 Neveen Municipal Bond Fund
Inc. Class A
4.32
1995.12-04 Nuveen Municipal Bond Fund
Inc.
282.83
1995-12-15 Neveen Municipal Bond Fund
Inc.
4.32
1995-12-18 American Water Works Inc.
60.72
1995-12-28 Dean Witter Multi St Mun
Series Trust Pa Series
221.25
1995-12-28 Dean Witter Multi St Mun
Series Trust Pa Series
237.65
'1995-12-29 Municipal Income Opportunities
Share of Beneficial Interest
174.72
1995-12-29 Municipal Income Opportunities
Share of Beneficial Interest
184.20
1996-01-19 BellSouth Corporation
1996.01.19 Citicorp Corporation
1996-01-19 Citicorp Corporation
540.00
60.00
90.00
1996-01-19 Nuveen Tax Exempt Unit Trust
Insured Pa Series 143
347,29
1996.01.19 NYNEX Corporation
1996-01-29 Amoco Corporation
472 .00
120.00
9.00
1996-01-29 Columbia/HCA Healthcare
Corporation
1996-01-29 Duke Power Company
102.00
1996-01-29 Exxon Corporation
600,00
1996-01-29 International Business
Machines Corp.
75.00
1996-01-29 Johnson & Johnson Co.
132.00
-16-
1996-01-29 Neveen Tx Exempt Unit Trust
Ineured Pa Series 143
347.68
1996-02-01 AT&T Corp
66.00
1996-02-01 BellSouth Corporation
468,00
225.00
1996-02-20 Citicorp
1996-02-21 Dean Witter U S Government Sec
Trust
459,39
1996-02-21 Dean Witter Multi St Mun
Series Trust Pa Series
211.33
1996-02.21 Merck & Company Inc.
1996-02-21 Municipal Income Opportunities
shares of Beneficial Interest
102.00
185.39
1996-02-21 Nuveen Tax Exempt Unit Trust
Insured Pa Series 143 Accrued
Dividends
942.27
1996-03-11 Amoco Corporation
417,50
130.00
1996-02-21 PP & L Resources Inc.
1996-12-19 Dean Witter U S Government
Secured Trust
490.63
1996-12-19 Dean Witter U S Government
Secured Trust
537.83
8,583.15
Interes t:
1995-10-25 Dauphin Deposit Bank and Trust
Co. Certificate of Deposit
#8100714622 7.02' due 10/28/97
96.10
1995-11-01 Capital Reserve Account
22.03
1995-12-01 Capital Reserve Account
216.11
1995-12-14 James H & Nancy Herendeen, Jr.
309 Blacklatch Lane Camp Hill,
Po 17011 7.5' mortgage due
7/1/2003
158.26
1995-12-14 James H & Nancy Herendeen, Jr.
309 Blacklatch Lane Camp Hill,
Pa 17011 7.5' mortgage due
7/1/2003
157.00
-17-
1996-06-20 $10,000 Temple University 241,67
Commonwealth system of Higher
Education pa Hospital Revenue
Series A Bond 7.25% due
8/1/2016
1996-06-24 $10,000 Hechan1caburg PA 66.67
Municipal Authority Sewer
Revenue Bonds 4% due 6/1/96
1996-07-01 Capital Reserve Account 1,579.07
1996-08-01 Capital Reserve Account 1,536.70
1996-08-01 $10,000 Temple University 362.50
Commonwealth system of Higher
Education Pa Hospital Revenue
Series A Bond 7.25% due
8/1/2016
1996-09-03 Capital Reserve Account 1,368.31
1996-09-16 $10,000 Allegheny County PA 293.75
Bonds MBIA DTD 7/15/94 5.875%
due 9/15/2044-04
1996-10-02 Capital Reserve Account 1,412.01
1996-11-01 $10,000 Delaware County Pa 300.00
Individual Authority Pollution
Control Revenue Bonds Scott
Paper Company project DTD
11/1/76 6% due 11/1/2006-95
1996-11-05 Capital Reserve Account 1,413.72
1996-11~15 $10.000 philadelphia PA RFDG 262.50
Series A 5.25% due 5/15/2004
1996-12-02 $10,000 Pennsylvania State 300.00
Turnpike Commission Turnpike
Revenue Bonds Series L MBIA
DTD 6/1/91 6% due 6/1/2015-01
1996-12-04 Capital Reserve Account 1,322.55
1996-12-16 $10,000 Allegheny County PA 148.51
Bonds MBIA DTD 7/15/94 5.875%
due 9/15/2011-04
1996-12-16 $10,000 Pennsylvania State 25.00
Turnpike Commies ion Turnpike
Revenue Bonds Series L M8IA
DTD 6/1/91 6% due 6/1/2015-01
-19-
1996-01-19 Dean Witter Realty Income 100.00
Partnership I LP
1996-01.19 Dean Witter Money Market Fund 103.40
1996.01-24 Dean Witter Money Market Fund 1,019,29
1996.01.30 Dean Witter Money Market Fund 0.14
1996-01-26 .001 shares Municipal Income 0,01
Opportunities Sharee of
Beneficial Interest
1996-01.29 Dean Witter Money Market Fund 133,70
1996-02-12 Dean Witter Coldwell Tax 150.00
Exempt Quarterly Distribution
for Period ending 12/31/95
1996.02-28 Dean Witter Realty Income 100,00
Partnership I LP
Distribution for Quarter Ending
1/31/96
1996-02-28 Dean Witter Reynolds . Cash 445.29
1996-02-28 Dean Witter Money Market Fund 6.22
1996-03.28 Dean Witter Money Market Fund 7.03
1996.04-29 Dean Witter Money Market Fund 3.13
1996-05-30 Dean Witter Money Msrket Fund 0.70
1996-12-24 Dean Witter Realty Income 179.00
Partnership I LP
1997-03.03 Internal Revenue Service - 1,527.00
Income Portion of Refund
on 1995 Fiduciary Income Tax
1997-04-08 Dean Witter Realty Income 179.00
Partnership I LP
1997-04-08 Dean Witter Coldwell Tax 150.00
Exempt Quarterly Distribution
for Period ending 6/30/96
1997-04-08 Dean Witter Realty Income 200.00
Partnership I LP - Distribution
for Quarter Ending 7/31/96
-21.
1997-04.08 Dean Witter Realty Income
Partnership . Special
Distribution for
Quarter Ending 8/30/96
245.60
1997-04-08 Dean Witter Coldwell Tax
Exempt Quarterly Dietribution
for Period ending 9/30/96
1997-04-08 Dean Witter Coldwell Tax
Exempt Quarterly Distribution
for Period ending 12/31/96
162.60
162,60
1997.04-08 Dean Witter Reynolds - Closing
Balance of Active Asset
Money Trust
1,22
1997-04-16 Pa Department of Revenue
1995 Pa Fiduciary Refund
1997-05-19 Dean Witter Coldwell Tax
Exempt Quarterly Distribution
Payable 3/31/97
163.00
162.60
1997-06-03 Dean Witter Realty Income
Partnership I LP
Special Distribution
1997-06-03 Dean Witter Realty Income
Partnership I LP
1997-09.11 Dean Witter Coldwell Tax
Exempt Quarterly Distribution
2,201.00
179.00
162.50
1997-10-01 Dean Witter Realty Income
Partnership I LP
154.40
-........-...
8,108.21
.........-.-..
Total Receipts of Income
56,163.28
-22-
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS/INCOHE
Gain
Loss
1996-01-29 113.38 shares Dean Witter U S
Government Sec Trust
Net Proceeds 1,039.70
Fid. Acq. Value 1,028.46 11.24 0.00
1996-01-29 42.822 shares Dean Witter
Multi St Mun Ser Tr Pa Ser
Net procaeds 465.90
Fid. Acq. Value 458.90 7.00 0.00
1996-01-30 2.058 shares American Water Works Inc.
Net Proceeds 76.62
Fid. Acq. Value 60.72 '15.90 0.00
1996-02-21 42.193 shares Municipal Income
Opportunities shares of
Beneficial Interest
Net Proceeds 349.59
Fid. Acq. Value 357.78 0.00 8.19
1996-02-21 22 shares Municipal Income
Opportunities Shares of
Beneficial Interest
Net Proceeds 168.41
Fid. Acq. Value 186.54 0.00 18.13
Total Gains and LosseslIncome
Less Loss
34.14
26.32
26.32
.--..--.--......
Net Gain
7.82
-
-23-
DISBURSEMENTS OF INCOME
1995.11-07 Dauphin Deposit Bank and Trust 52,72
Co. - Commission
1995-12.06 Dauphin Deposit Bank and Trust 39,30
Co. - Commission
1996-01.08 Dauphin Deposit Bank and Trust 155.02
Co. . Commission
1996.02-07 Dauphin Deposit Bank and Trust 259,74
Co. - Commission
1996.03-06 Dauphin Deposit Bank and Trust 164.71
Co. - Commission
1996-04-08 Dauphin Deposit Bank and Trust 102.44
Co. - Commission
1996.05-07 Dauphin Deposit Bank and Trust 188.75
Co. - Commission
1996-06.06 Dauphin Deposit Bank and Trust 123.49
Co. - Commission
1996-07-08 Dauphin Deposit Bank and Trust 107.75
Co. . Commission
1996-08.06 Dauphin Deposit Bank and Trust 121.35
Co. - Commission
1996-09-06 Dauphin Deposit Bank and Trust 6B.42
Co, . Commission
1996.10-07 Dauphin Deposit Bank and Trust 85.29
Co. . Commission
1996-11-06 Dauphin Deposit Bank and Trust 85.69
Co. - Commission
1996-11-13 Internal Revenue Service . 1,527.00
1995 Fiduciary Income Tax
1996-11-13 PA Department of Revenue - 209,00
1995 Fiduciary Income Tax
1996-12-06 Dauphin Deposit Bank and Trust 94.25
Co. - Commission
1997-01-07 Dauphin Deposit Bank and Trust 31. 22
Co. - Commission
1997-02-06 Dauphin Deposit Bank and Trust 151.04
Co. - Commission
-24-
1997-03-06 Dauphin Deposit 8enk and Trust 69.39
Co, - Commission
1997-04-08 Dauphin Deposit Bank and Trust 76.13
Co. - Commiss ion
1997-05-06 Dauphin Deposit Bank and Trust 153.65
Co, - Commiss ion
1997-05-16 Alexander & Alexander - 13.00
Blanket Insurance Coverage
1997-06-06 Dauphin Deposit Bank and Trust 216.43
Co. - Commission
1997-07-08 Dauphin Deposit Bank and Trust 79.61
Co. - Commiss ion
1997-08-06 Dauphin Deposit Bank and Trust 79.91
Co. - Commission
1997-09-08 Dauphin Deposit Bank and Trust 75.02
Co. - Commission
1997-10-07 Dauphin Deposit Bank and Trust 96.90
Co. - Commission
1997-U-06 Dauphin Deposit Bank and Trust 138.69
Co. - Commission -.........-..- 4,565.91
---...----.....
Total Disbursements of Income 4,565.91
-25-
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
1995 -11.10 James H Ilerendeen Trust Under 1,001.65
Will - Principal Distribution
1996-01-12 James H Herendeen Trust under 848.98
Will - Principal Distribution
1996-02-09 James H Ilerendeen Trust Under 964.38
Will - Income Distribution
1996-03.01 James H Herendeen Trust Under 220.46
Will - Income Distribution
1996.03-08 James H Herendeen Trust Under 8,717.91
Will - Income Distribution
1996-04-09 James H Herendeen Trust Under 1,946.27
Will - Income Distribution
1996-05-08 James H Herendeen Trust Under 3,586.17
Will - Income Distribution
1996.06.12 James H Herendeen Trust Under 1,019.00
Will - Income Distribution
1996-07-09 James H Herendeen Trust Under 1,367.41
Will - Income Distribution
1996-08-07 James H Herendeen Trust Under 2, 307 . 84
Will - Income Distribution
1996-09-10 James H Herendeen Trust Under 1,297.70
Will - Income Distribution
1996-10-08 James H Herendeen Trust Under 1,620.47
Will - Income Distribution
1996-11-07 James H Herendeen Trust Under 1,628.03
Will - Income Distribution
1996-12.06 James H Herendeen Trust Under 1,528.30
Will - Income Distribution
1997-01-07 James H Herendeen Trust Under 2,068.51
Will - Income Dietribution
1997-02-07 James H Herendeen Trust Under 1,394.33
Will - Income Distribution
1997.03-06 James H Herendeen Trust Under 1,318.42
Will - Income Distribution
1997-04-08 James H Herendeen Trust Under 1,446.56
Will - Income Dietribution
-26-
.
,.
,
. ,
'j'
,
-27-
.
INCOME BALANCE ON HAND
Current
Valuo
12/05/97
Fiduciary
Acquisition
Value
.........
..............
COBh:
Capital Reperve Account
1,903.15
1,903.15
.....-...... .-..-.....---
1,903.15 1,903.15
--
-,-In
cl.
-28.
.
INFORMATION SCHEDULES. -INCOHE
Investments Made:
1995.12.18 2.058 shares American Water Works Inc.
from Income Reinvestment
60.72
1996.01.29 Dean Witter Multi St Hun
Series Trust PA Series
221,25
1996.01-29 Dean Witter U S Government
Secured Trust
490.63
1996.01.29 Dean Witter Multi St Mun Ser
Tr Pa Series
237.65
1996.01.29 Dean Witter U S Government Sec
Trust
537.83
1996.01.29 Municipal Income opportunities
Shares of Beneficial Interest
174.72 .
1996-01.29 Municipal Income opportunities
Shares of Beneficial Interest
,20.
1996.02.21 21.445 shares Municipal Income
Opportunities shares of
Beneficial Interest
;.,"'
,
-29-
" f. .
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current
Value
12/05/97
........
To: Dauphin Deposit Bonk and Trust
Company, Trustee under Will
of James H. Herendeen . Entire Balance
principal
...---...-
105,148.85
Capital Reserve Account
Securities:
.-.-..--..-
$10,000 Delaware County PA Individual 10,047.80
Dev Authority Pollution Control
Revenue Bonds Scott Paper Company
Project DTD 11/1/76 6% due 11/1/2006-95
$10,000 philadelphia PA RFDG Series A 10,444.90
5.25% due 5/15/2004
20 units Dean Witter Realty Income 6,680.00
Partnership I' LP
Income
Capital Reserve Account
1,903.15
--....--.....-.- ...-......-...
1,903.15
Fiduciary
Acqu1eition
Value
.-.......-.......
105,148,85
10,111. 73
10,299.95
8,720.00
134,224.70 136,183.68
-30-
.
.
.
AFFIDAVIT
Oeuphin Deposit Bank and Trust Company, Executor under the
Last Will end Testament of James H. Ilerendeen, deceased, hereby declares
under oath that it has fully and faithfully discharged the duties of
its office; that the foregoing Account is true and correct and
fully discloses all significent transactions occurring during the
accounting period: that all known claims against the Estate have been
paid in full: that, to its knowledge, there are no claims now
outstanding against the Estate; that all taxes presently due from
the Estate have been paid: and that more than four months have slapsed
since the first complete advertisement of.the granting of letters in
this Estate.
----;;:;t-- ~ -?V'r y-p
Dauphin Deposit Bank and Trust Company
Subscribed and sworn to by
. Robert L. Keck
before me this ~ day
day ?fJl,...o....J)l-C'V, 199.2-
ltIJA_U, O/,11.~~
- . Notary Public
Nolorlal Seol
Grace A. Gordon, Notary Public
H.rrlBburg, Dauphin County
MV CommloBlon Explreo Sept. 25, 2DDD
Member "',nowlv.ol. Assocl.lIon 01 Nol.rles
"
-31-
/5= "t- II
*
COMMDNWEALTH DF PENNSYLVANIA
DEPARTMENT DF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c/
alJREAU OF IHDIVIOUAL TAMES
.""IUTlHCl taX DIVISION
Dt:Pf. II''''
HARMlllURG, PA "1'....01
...."n.. ,,,,n.'"
LARRY A HARTMAN
DAUPHIN DEPOSIT BK
213 MARKET ST
HBG
DATE
E8TATE DF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
05-10-1999
HERENDEEN
10-01-1995
21 95-0777
CUMBERLAND
IDl
A.ount R..ut.d
JAMES
H
B TR
l..i
PA 17lO~:L:
MAHE CHECK PAYABLE AND REMIT PAYMENT TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To In.ur. proper cr.dlt to your aocount, .ubMlt the upper portion of thl. for. with your tax payaent.
CUT ALONG THIS LINE ~ RETAIN LDWER PORnDN FDR YDUR RECDRDS ~
iik"'Y:n.ii'i-ix-"FP"roY:97y------iiiiii"iiliiiRiTAiicrfi.x-s;'lifEiifrif-or=-iiccoi.iHf--iiiii-------------m---n
ESTATE DF HERENDEEN JAMES H FILE NO.21 95-D777 ACN 101 DATE 05-10-1999
THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 04-21-1999
PRINCIPAL TAX DUE.. 37 ,393.34
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
12-29-1995
06-28-1996
D4-21-1999
RECEIPT
NUMBER
AA08245B
AA112989
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,315.79
.00
.00
25,ODO.00
11 ,11 7 . 44
39.89-
AMOUNT PAID
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
37,393.34
.OD
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN U,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
.... ._ '"'" r 4_. .. .
/6--6/-/~
BUREAU OF INDIVIDUAL TAMES
INHERITANCE TAM DIYISION
I)[PT. 280601
HARRISaURa, PA 171r8-0601
CDHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT DF REVENUE
INHERITANCE TAX
RECDRD ADJUSTHENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
LARRY A HARTMAN
DAUPHIN DEPOSIT
213 MARKET ST
HBG
BK a TR
\,'
",
'PA 17101
04-22-1999
HERENDEEN
10-01-1995
21 95-D777
CUMBERLAND
101
A.aunt Ra.Htad
>.
{/
*
'It-I"..."" 11"'"
JAMES
H
MAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
NOTE I To Insura proper cradlt to your account, sub_It tha uppar portion of this for. with your taK pay.ant.
CUT ALDNG THIS LINE ~ RETAIN LDWER PDRTION FOR YOUR RECDRDS ~
Rifv:i5!ij-Ejf-AFji-io9~97j------.-.-iN-HERi-fANc-i-TA-i-REl:ORD--ADj-usrifiNT--..-----------------------------
ESTATE DF HERENDEEN
JAMES
H FILE ND. 21 95-0777
ADJUSTMENT BASED ON.
VALUE OF ESTATE:
PROTEST BOARD DECISION
1. Raal E.t.te (Schedule A)
2. Stock. and Bonds (Schadule 8)
3. Closaly Held stock/Partnarship Intare.t (Schadula C)
4. Hortg.ge./Notas Receivable (Schedule D)
S. Ce.h/Bank Deposit./HI.c. Personal Property (Schedule E)
6. Jointly Owned Property (Schadule F)
7. Transfers (Schedule G)
8. Total A..at.
DEDUCTIDNS AND EXEMPTIDNS:
9. Funeral Expense./AdMinistrative Cost./
HIscellanaou. Expen.e. (Schedule H)
10. Debta/Hortgaga Liabilitie./Llens (Schadul. Il
11. Total Deduotions
12. Net Value of Tax Return
Charitabla/Governaent.l Baquests; Non-alect.d 9113 Trusts
Hat Valua of eatat. SUbject to Tax
13.
14.
TAX:
IS. ..aunt of Line 14 at Spousal rat.
16. "aunt of Lina 14 taxable at Linaal/Clan. A rata
17. A_aunt of Lina 14 taxable at Collateral/Cl... Drat.
18. Principal Tax Du.
TAX CREDITS:
PAYNENT
DATE
RECEIPT
NUNOER
DISCOUNT 1+)
INTEREST/PEN PAID (-)
12-29-1995
06-28-1996
04-21-1999
AA08245B
AA1l29B9
REFUND
1.315.79
.00
.00
(9)
lID)
(15)
(16)
(17)
ACN 101
(1)
(2)
(3)
(4)
(5)
(6)
(7)
109,000.00
739 ,138.13
8.720.00
25.321.12
51. 651. 21
.00
8.495.00
(8)
63.461.13
10.188.74
Ill!
(12)
1131
(14)
(Schedule 4)
240 .454 .88 M. 00 =
623 ,220. 71 M. D6 =
.00M.15=
lIe)
ANOUNT PAID
25,000.00
11,117.44
39.89-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE
04-22-1999
942.325.46
73.649.87
86B.675.59
5.00D.00
863.675.59
.00
37.393.24
.00
37.393.34
37 393.34
.00
.DO
.00
· IF PAID AFTER DATE INDICATED. SEE REVERSE (IF TOTAL DUE IS lESS THAN fI, NO PAYNENT IS R"-QUIRED.
FOR CAlCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
/.5/..6/-- 1/1
BUREAU OF INDIVIDUAL TARES
U.tERITAHC[ TAX DIVISION
DEPT. I8I'U
IlARRlSIURG, PA 11ua-0601
CDHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
PENNSYLVANIA ESTATE TAX
RECORD ADJUSTMENT
c::....
-
"--I'" ..~, ...."1
'\
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
COUNTY
ACN
04-22-1999
HERENDEEN
10-01-1995
21 95-0777
CUMBERLAND
2Dl
A.aunt R..ltt.d
JAHES
.},d ...i
LARRY A HARTMAN
DAUPHIN DEPDS1J BK B TR
213 MARKET STCl.;"
HBG PA 17101
MAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
HOTEl To insure proper credit to your eccount, sub.it the upper portion of this fora with your tax p.y..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTIDN FDR YDUR FILES ~
iiE'y:ii;z'.nX-AFP-rii3':97r----iii-piNNSVLVANiii-isTATi-YAX-iiiciiifJi-AiijuSYHiNT"iiii-------------------
ESTATE OF HERENDEEN
JAMES
H FILE ND.21 95-0777
ACN 2Dl
CODE
DATE 04-22-1999
706
ADJUSTMENT BASED ON: ADMINISTRATIVE CDRRECTION
1.
Credit For Stete Death Taxes as Verified
26,155.16
2.
Pennsylvanie Inheritance Tax Assessed
(Excluding Discount and/or Interest)
36,077.55
3.
Inheritenca Tax Assassed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4.
Totel Inheritence Tax Assessed
5.
Pennsylvanie Estate Tex Due
6.
Amount of Pennsylvania Estete Tax Previously Assessed
Based on Federal Estate Tax Return
7.
Additional Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST/PEN PAID (-)
RECEIPT
NUMBER
AMOUNT PAID
. IF PAID AFTER THIS DATE. SEE REVERSE SIDE (
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN '1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY
BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS. I
H
.00
.00
C/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Jamcs II. IIcrcndccn
Date of Deathl Octobcr I, 1995
Will No.
Admin. No.
1995-0777
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete I
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes x No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Allfirst Bank, Succcssor to Dauphin Dcposit
BankJUld,-'l' ust Co
~ /~ e-__
Sign ture Assistant
Robcrt L. Kcck
and Trust
Officer
Da te: 11-8-99
:.:\
Name (Please type or print)
P. O. Box 2961, Harrisburg, PA 17105-2961
Address
~.,,.
j~?
I 717) 255-2148
Tel. No.
,".--
,,,
.00 J
,.","
";,-.,"
Capacity: X
Personal Representative
Counsel for personal
representative
(KAH I rmf! AMJ )