HomeMy WebLinkAbout95-00957
" ',-,.."..,', ,
'j '-'
...
" ~ .,
'P
. " , ,,~ :,:',
,,' ". .J~,:,
" <:>"'::
\\'.:.:~ :~:
--~'k:
~ !.;.;~\.
\~~i!K;;
, I , , ' I
," ',' ":"t'i: " . "/.'): ::'~:;L'>":":'" ,
,', ,;",,';:" 'C,', ',' , '....."':>1,,:{' 'J, ~', : ',": ",'::', "''r:;\,,1;,>~:;"; ,
',::~; " ,,," ;',: , ~') :~~rs&'~"
~,~~{J~~~),' ,..,..;:'::.'...'"',"'>:,:" ,:;.
"::', :oO; ':,;:,';~< :,:,,"':': ,:.,' ,
,', ::C\">"l':';:<:';f::;;'::':<J:i:i~~!~~!"; ,',' ..
:' ',(,.;J\:,:',' " i:.
,"""': :"c', "'i:','" ; ,',:
'", ", :~t{::I~fj~ ~ '
: ",.;{, :,~ ';:'
:':',: ' ,.'< ":t: ,y;, ",
:~/J '. "". ;'/
': ,:'" ,: :, :' ,oj:>;; ,; ;,: :'.:;;,
,:i'>' ':~.':,:~" :
'" ,::,:;::,~'\,~i;'..
,;.' "
~:V;:',~~~'
~;.,,\ t ,~
;;. ~. '....:.
;i
;
'}f~'"
, ' Yi:.~~:t~ ," "
;, ," ~',"':; 0~'
~, :\:; ,:( '::' :"~
';:~::~ 'f'./ ',' ';' '; :
. ":. ,",;",~c'.. \""
'c':',',.': /'..' .,.." .,'
~:;: ;;:~, >U "';' ',~:'l
,,/''(:: ::: ',,:' .. .",' ", ,'," h{.
";':, ,," , ,I ' , ' :\, ,',i:",
}.{ :":l- t' ;<~ ~ - "':- .- '., :'(";"<;
~2;:;;-i)\:, " ~~):,~ ' . , ... " !'~ . .
L""::\ ~'s
t;~ 1
~; ," '. ,. .< I".. . " ., . . . .. ' ."P,.",
'ii':':....:., .. '1 ",::. . ... . .""', < , . ?~':'>, ,,';, '"",
::~:,' . , , ;:,"" -~~ ~ ", .':<\',~;'::' ':.,\F;:';;C;
<,..:. . ..' . ., · ~,\" . I~ " '!l1..:'''. " ,,;,. .. ",:' -:. ;'1
,;,;i:,": :, " .' " '.. '3l IS - ..-:;r';,?;~i._~F,::,j:-;, t:'~~: ;::ii::'~'~':;'"
.' . .~~ ;~', ,.' ,~~*. . ....
~ i' . $. ':/"c<" '"' .";;,,.:
I " , " ,~......J" ~'" ~";'''' :;;.
" ',', i'", . , ',~- .~c:; :.:;;' ,',c ,;.,),:1"7:-;' ~:)'~',
,. "'t'.,.'" ;, (1' ,... ~....., "':"';""''1'''':'
.. ".''''\( <; co'i,', L'N :," "!:-':",:,"
"', ' ,,;,n.:"i'::":;:,:-1r::;:.;,:,", :,F;i.~, - ""'..-. .... .. }\, ';,' ",.:
. ,1'1 I.':"':"':.'. " I" ...'. ":;; , .,.,
,;,;.. ~ I",.; ".' "1-, : ,_ "':~ "'.;,
,.... . PI" ;:)~,~ "". 0 . :;~!\). ';,\ ~
d , .:- '''', " ,,':,',:1,>'" '. "',
'1') ,.:'.. ...... , .., "., ., ". ,..... ~ JO"
.. " .,j <:;. , . " ...W ',:.. : .;", " ,_:, , <-f,y
, "',:,' 'o' , " " .. " '/~:i~' 'ii'
' ",' ' ," a " '.':,.-',.., ;"";"".,,\":',', ',i~~';;'
.. ., .'" "".' " 't' """,? . ".:';~Y:1
o 1;; ." . ....'....,
z . ~ · ':,
~ :
-
)!
'1.;
.';,-!~
~~~f~~.', 1, '
1+1,;,',"
~",' l'__
""""" ,
};.~~Y:
;, - ~~
r::~(.': ~ , "
,~,
'"
,
."
l'ETlTlON nm l'IWUATE nnd (;HANT OF LETTEHS
,c:2. I ~,q $=:J3 S:J
01' hl""'''/ Jesse II. Gray
1I/\fJ A. 110 wll 1'\
Nu.
h,:
Ill'~,,'e. III \\'llh 1m ,he
CI1I1II1Y III CUlllb\'rliln\!-- III Ihe
t'1l111I1H1I\W\.'1lIlh uf Pcnn...yh'uniu
.. Sodlll .'iI'cII';'.\' So.
_ ",.. ...... . Ikn'flwll.
Jl!l~OI~,5924-
Tin,' Ill'lili,," ul the und\.',,,,i)!Ul:d 1'-''''I'1l'~llul''' tL'I'IIl.'wnt... lhut:
YI1I1' pelhilllle' ,,), "hl1 i" ;11" I~ yea" III al'" "' "'de, all III<' ew,'1I1 or~" ..,--,---..- n~'11eu
/ IlIlh,' h,,1 "ill I1llh,' al,,'''' l",e,..lelll. daled October,3,.... ....,-,.....-'--'--,.. . I'l~
i IInd wllidll)l.l UlIled ,_,september.-21" 1994,.. -,.-'" ,... ..."..,-."-'"
.-~'-~"~ .-........_.--._'-~ ...._._-~_._--- ----
,~-------.-_..-~.-
..-~.__._----
.,,~,~._-'-""
lqat'-t",,>\.llll 'lh'lllll'I,IIl~'\'\. ",.!. IlHIHh:lilllllll. ,killh III CW\'lII01. c:l~,)
I Ile.elllklll ""' .,,"nidl,'d al ,Iealh in_..C,I!I!IIll!rJand,.._-_......... ..-- COllnly. I'cnll,ylvllllin. whh
ILis-- la" 11I1I1i1\ I1.p,illdpIII.e,I.lell"e "' ,_2120J:hestnv:\:.,..s.tr.e..E1.t
_...__ ........Camp, Hill,.. PI\ ._J 701L--,-..,-~' c.""''I.f'_.l\\ILJ~C'f<:''~'
th~l '1lrel, nllIHI'~'1 ;llId 1I1l1lldp.llll}) ~
./ Ik"emklll,'h"" ",_84,..-..1"11" 01 II~el lIiell _..November...Jl- .1'1 95
," n Leader Nursing .Home,_campHI L~I\...JIQJ.L, .
1:\"<,\" 11,111110"" """"lkl1l ,Iill 110111""'), ...11' ""I.H\'lll"ell ,,"11 lIiu I1n\ hnve 11 ehilu borl1 or lIunplcu
IIlIer e,"""liOI1 I111'e "III oHe",1I 10'1,,"hll"'; "'"' 11011h" \'lcllm 01 II killil1~ 111111 wn, ne\'er nuJlluicllleU
i'I\.'llI1Ip\"Il'llt: _~n~~--._.- ~._.~._~_"_....._-_-._n ~--_.-~----------~-- ----
1>....(\.'lh"'-'I\\ at dealh \l\\UL'll prnp\,'lty willt l"limntcd \'a'lIl'~ W, follnws:
(If IInll1idk.' ill POI.) ,\II per'''''''' pr"pe"!'
(If mil \h'mh:ikd in lIu,) IJcr,OIHlII1rol1erlY in Pcnn,yhania
\11 not dnll1kil\,'.J in P.I,) Pcr~Ul1at properlY in Cou"t>,
\'ahl\" \1' real ~"'lUl\" ill pCIIIllo,\'lnmin
,1\1",,<11 ", h,lIo"': "..2120_ClleS.tnu.t....st.r.!!Jtt.------
j .......... .._---- _,CampHUl._I'I\-J701l
S 10,000.00
S
S
S 90.000.00
\\ IIEI{H(lI~E. pelilil1nerl') le\pe",llIlI) .e<lUNI') Ihe pl'\,hllle of Ih" "I'I will IIml coulciI(')
1,,,,'''"1,,,1 h"",,,"h 111111 I'''' gnl111 "I kller'-,Ie5tame_ntaJ:Y-----'
tl~"lillllCllt;ll\: mhllilll,IIi\Ii\lll \,',1.".; "L1l1linl~lf;llll1n d.ll,n.c",n.)
-~>--,.. ..~...._--_...._--_.__.__.._-_._.._.-
111\""\11.
"
.J:
~t
=i;:
( \: r C_
~., Rlchard-aray 'I
9ani/ ;li;i:t.o,'a
Jime Sant6'L~ ""..
.128 Nortl1 pr 1 nce_Str.eet,..J.-ilUCiI.1iter, PA
_~_ '" ",_"...------'7602
. ~-_..._~.. ._-~_... .-,.-. --,. -.
.. .
~~
=1z..~O~:i.Incofn~~;:.IVe.j;ampHillI7M 1
"
;:
.._. .____ _TO' ".____..__L._.__.___".__.._.__~.._...__._,.__~._
... __.' ____.. _....___._.T _._~_,.. p....---.. - .+--.-.--
OATH 01-' l'lmSONAL nEl'lmSENTATIVE
CO:\IMO:-;WEAI.TII OF I'ENNS\'I.\' ANI'\ l '';
COl':\T\' 01' _ CUMBER,LANO..,.._,.._,____ J <i.
1 lie I','\ilioll""') III,",",":lIne<l ,,,e:III') ,n aflilllll\) IllUl Ihe \\(uemell" Illlhe foregoing pelilioll arc
III'" .11"\ ."""" lolli" '''',' 0\ Ihe ~\Il",kdge allll hdld of pellliollerl,) alld 111111 a\ pe(\olllll repre,ell-
101\1,,'1'.' ,.1 IIIe "loll'" .I<',e<leIUl'e'i\II1I\1'I(,\ will ,~~~~<I \l1l1\ ,"~,l11illl,"Il'r lhcc~HItl' according tlllnw.
S''''\I\ I,' "' ll1fill1ied ,,\Ill ,"h,ell'",d ~ ~, .......C.. '"
hdll'" II'" Ihi, ,1TH. <I", 01 ~ (~-:\..-..,- '--"'-=n-"'~ ~.
_-,ny,elI)9CEt4BERu (f 6 j/'h,9~,' rf<.id:J-<-.!....'-</.;;2-JL "t,/ ~
1f1""1I .J'1ltc.~....., fLV 7<:::flJILtt:P-f-1! ...1-..__-,..---..-----..'-- ~
U MARY C. LEWIS Ikeil/l" ' .,.-.....----,--...--.....-- 12
/S-1t..( - L{
- .... ....-...' ...,
No. 21 - 95 - 957
Estate of
,JESSE H GRAY
I I>eceased
DECREE OJ; 1)IWnATE ANI> GHANT OF LETTERS
AND NOW DECEMBER 21, 19..1.L, in conslderallon of the pelltlon on
Ihe reverse side hereof, slItisfuclory proof hllvlll!! heell prescllled hefore me,
IT IS DECREEIlIIIllI Ihe IlIslrumelll(s) dllted OCTOB~ 1985
dcscrihed Ihcreln be ndmitled 10 probllle IIl1d filed of record ns Ihe IlIsl wlll of
JESSE H GRAY
IInd Lelters I ESTJlHENTARY
nre hereby grnnlcd 10 J R I CHARD GRAY and JANE SANTOR
[HI ~I) ",,/jl.-)n E/;t; ([) -I.,.
R,ghr,r Ilr will, r<=~
MARY CLEWIS
FEES
Probnle, Lelters, Ere. ......... $ 200.00
Short Cerllflenles( 5) .. .. . .. ." $ 15 .OQ
~eciWf~lr\lolI ................ $_f1f:5O
X-Pages S~'r.OD
JCP TOT/\L - $-5.00
Filed .... ..Q~~,E.t1~~R on.. om? .2A2..50
Charles F. Herr Esq. 10R31
"rroRNI!Y (Sup. C1. 1.1>. Nil.)
53 N Duke St. Suite 420'
,\llllRI!SS
Lancaster Pa. 17602
PIIONE
ef)dd;;t....tJ.,~.O ~bl.:~ ~
(717) 299-7374
/'fl.96"': /'C). ~d
.
l:Ja.t.t11
~)~
~ 1
~
"
.
i
Mailed letters and order to attorney on 12-21-95.
21 - 95 - 957
:~j
,._\
i~
.;...~
"
'-...
l.-)
,"'1'
...7
~:.--:' ~'C
:H\., ,
. j"~ .
(:" r;
-:-'" ~ ,J
I"
'-J."..-;
-
.
fl..
.;j......
-
>:~:
I;"
e..::J..,
"'oJ'
,
,;!;!
rj8
<~\
;.} 'i~l,
fila:
a:
151
><
<
e>:
Cl
~
: g
~ a ~
~,~ E ~
ei~~t!i
9 ~ ~ ~ ffi
o " ~ Ii Do
~ ~ ~ ~ll!
:l "
Ill, .
i
~ j
o
~
..1
..1
H
~
,
:c
w
III
III
W
,.,
..
r:l
W
Eo<
<
r:l
,
:P4l4- .
WINDOLPH, BURKHOLDER. 6TAINTON
AND GRAY
ATTORNlva AT LAW
aUITIl <11.0
II NORTH DUKE .Tft.IT
LANCASTER, PENNSYI.VANIA 17ll0Z
........ J>'
.'
..
.
"
"
.
W!l.I. UP
JESSE II. GRAY
I. JESSI! II. GIlAY. IlI'eHlIlltly of Coml> lillI, l'ennsYlvonlo
make the following os my Will ond revoke ony other WJIls which
I previonsly hove mude.
ARTICI.E I
give my entire estote in equol shores to my two
children, JANE SANTOR ond J. RICIIARD GIlAY. 10 the event thot my
donghter hos predeceased me, her children, Steven, Susan ond
Kimberly, or the survivor of them, sholl toke her shore
equally. In the event that my son has predeceosed me, hJs son,
Josse II. Gray, sholl toke his fother's share.
ARTICLE I I
In the event thot 0 shore ef my estote under the
provisions of Article I Is poyoble to 0 grondchJld who Is under
the oge of twenty-ono, thot Hhore sholl be held In trust by my
surviving Hon or daughter os the eOHe muy be to use, opply ond
oxpend both prineil>ul nnd income fol' tho honufJt of the minor
child and fOl' the child's oducotion until the chJld reoehes the
uge of twullty-uno yours when tho Ll'ust s/1I111 termJnote olld the
bolonce dlstl'lbuted.
(c) Tn hnrrow mOlluy I\l\d
1I0tes thel'cfor, nlld to SOCUI'C
mortgnga or IJlctduu.
In oxucute pl'umlssory
such ohllglltlolls by
(d) Tn omllloy such hrokors, hllllks, cII8todll\ns,
Investmellt cnullsol, IIttorlluys IInd othcr IIgollts, nlld
to deJe"oto \.0 thum such of till! dutlos, rlllhts ood
powers of the Trus\.eo (1lIcludlng, omong others,
rights to voto shul'os of stur:k) for such periods I\S
It thlllks fit. olld to keell ossuts In the ullme of n
nomilleu wIthout mClltloll of the estutu or Trust In ony
Instrument of ownershIp.
(c) To pnrtlclpllte In
or consolldntlon nnd In
exchonge uny propcrty heid
nny mnrgor, I'uorunnlzntlon
connectIon therewIth to
for othor proporty.
If) To dotermine, os to oJI sums of ,"ouey ond
other things of vnluc I'ecelved, whether und to whllt
extent the some sholl he deemod to be prlnclpnl or to
be Income, incJudill1l tho pruceeds from the soJo of
non-productIve ossets, nlld os to 011 chul'ges or
expellsos pold, whothcr IInd to whllt ext"nt the sumo
shojI be charged ogolnst prlnclpol or ognlnst Income,
Including, without h"roby IJmltlnll tho Hellernllty of
the fOl'egolng InlllIuoge, powel' to Ilppol'tlon nny
receIpt or expons" betwoon prlnc.!pllJ IInd Income 811d
to determlno whot port, If ony, of the octulIl income
recoived upon ony wost.!1I1l ossot or upon OilY socurlty
purchosed 01' ncquired ot n premIum shnll hc retoilled
ond lidded to pl'lnclplIl to provellt II dimlnlltlon of
prlnclpol upon the exhoustlon or the moturlty of the
IlIvustmellt.
(H) III dlvldlllll IIssutS hel'ulllldel' Into shores 01'
III dlstl'lbutlllg tho sume, to dIvIde 01' dlstl'lhute In
cosh, 111 kll1d, 01' PlIl't.Jy III cuuh ond plll'tly III kllld,
ns It thinks fit. For purpose8 of dIvIsIon or
dIstrIbution, to vnlue pl'nporty l'en801l0hly olld III
good folth, olld such volulltlou shllll he conclusIve
upon oil plIrtles. To whlltevor oxtOllt divIsIon or
dlstrlbutloll Is mnde ill kInd, It Shllll, liS fill' os
proctlcoblo, ollocllto IIppl'oxlmlltoly pl'opurtlonoto
nmouots of ench kInd uf socurlty 01' other property.
(h) Tn tllke ovor 11 'HI
Trustee moy deum npproprlote
In ouy corporllte fJdllcllll'Y.
l'ctll.!n /lUY 11rOIll!rty tho
Includlull OilY Investment
AIlTICI.1\ V
nOlle my son nnd dough tor', oJ. RICIlARD GRAY ond JANE
SANTOIl, or tho 8nrvJvor of tholl, OXtlcutors of lilY wJIl. My
Ilersonol repre8ontotlves sholl not he requJred to fJle 0 bond
for ony purpose In ony jurJsdJctJon.
IN WITNESS WHEREOF, I hereunto set my hand ond sool thIs
~rtL
~ doy of October, 1985.
\.
( S E H. GRAV
SIgned, sonled, publIshed nnd'declnred by tbe bove nomed
testotor, JESSE H. GRAY, oS ond for bis lest wlll In tbe
presence of us wbo, ot hIs request, In hIs presence nnd in the
presence of eoch otber, bove subscrIbed onr names os wJtnesses
hereto.
(111~' _ f/? f-I
/J1/'..h~:" 4J. /J1;J(J~ ;'
, ,
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF LANCASTER
WE, JESSE H. GRAY, CHARLES FOLTZ HERR nnd GLORIA M. MYERS,
the testntor ond the witnesses respectively, whose nnmes nre
sIgned to thu nttnchud or foregoIng Instrument, beIng fIrst
duly sworn, do hereby declnre to the undersIgned nuthorlty thnt
the testntor signed nnd executed the Instrument ns his lost
wIll nnd thnt he sIgned wIllIngly (or wIllIngly directed
nnother to sign for him) nnd thllt he executed it ns his free
nlld voluntnry oct for the purposes therein expressed, nnd thot
ench of the wi tnesses, In the presence nnd heol'ing of the
testotor sIgned the wIll os wItnesses. ond thot to the best of
their knowledge the testlltor wns nt thnt time eighteen (18)
yeors of oge or older, of sound mInd ond under no constrolnt or
undue influence.
'~Miqf. 1!Jc~ CLr/~ A r /4 -'t'->/ gL;A,/JJ.I)J~~./
J_)SE H. GRAY (j (Witness) , (Wltn'ess)' d
Subscri bed, sworn to nnd ncknowledged hefore me by JESSE
H. GRAY, the testotor, ond subscrIbed ond sworn to before me by
CHARLES FOLTZ HERR ond GLORIA M. MYERS, wItnesses, this ,rt-L.
dny of October, 1985.
MY COMMISSION
C~cc-C
~t(N~~X
EXPIRES: X~lo:.llJIllllt~j{1X1l1:111XO<ImX
~)
t--.' .
U
IC--<-_.o__a.~
CM""'I ~. ~~t.p ~'n'rr1f f'>!lhnc
" L' . '
. ...,.".........1 .\;..ill"'"lI~.A4,1!..'l..1
21 - 95 - 957
REGISTER 0... WILl.S (lI<' COUNT\'
OATU 0... SUIJSCIUIJING WITNESS
//
"
"
, cmllcil
(each) a subscribing wllness III the will presenled herewilh, (each) being
law, depose(s) and say(s) Ih~t',
'"
the lestat , sign Ihe same and'lhKl...._
reQuesl of leslat_ In h_ presenc?-a d (in Ihe
other subscribing wilness(es)).
y qualified according to
presenl and saw
signed 115 a wilness allhe
sellce of ellch olher) (In Ihe presence of Ihe
Sworn 10 or affirmed and subscribed before
me Ihls day
19
(Name)
RClllsler
(Ada~
(Name) ~
(Address)
'-
/
.' REGISTER OF WILLS OF t:U~l[\r.!:L~~Ir. COUNTY
OATH OF NON-SUBSCRIBING WITNESS
ChRrl~s P. Perr ~nd [\orneice L. Burkholder
(each) a subscriber hcrelo, (ellch) being duly qUlllifled IIccordlng 10 IIIW, dcpose(s) and say(s) that
they are rlllllllillr with Ihe slgnUlure lIr Jesse II. Gray
clldlcll
",:lIk
Ihal
they
presented herewilh and
codicil
belicves Ihe slgnalure on Ihe will is in the handwriting of
testal~ of (Ol1Excxfxmcxxublloribin&xll'iU13:ol~'041l) the
Jesse H. Gray
10 Ihe beSI of the i r knowledge and belief.
Sworn to or IIffirme~ subscribed before
me this /.r day of
~~-<!",- '? j
RI!/.:;ster
a~,{ ~,v fJ ILr A-r
-- I
(Nall/c)
53 N. Duke St., Suite 420, Lane. PA
(Addrcss)
,L:.")'}~1 "";,,C) tY /(~'''~~/'o1'''Y/d~J
(Namc)
53 N. Duke St., Suite 420, Lane. PA
(Address)
E-
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Jesse Ii. Gray
Date of Death: November 11, 1995
Will No. 21-0957-1995
Admin. No.
To the Regisler:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court :Ru1es was served on or mailed to
the following beneficiaries of the above-captioned estate on II
March 1996 :
Name
Address
Tressler Lutheran Services, 960 Century Drive, Mechanicsburg, PA 17055
Trinity Lutheran Church, 2000 Chestnut Street, Camp Hill, PA 17011
Jesse Higgins Gray, c/o J. Richard Gray, 128 North Prince Street, Lancaster, PA 17603
Evan Kashar, 563 West Lemon Street, Lancaster, PA 17603
*See below
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: ,3/1114t-
I ,
(j~L/ f ~
Signature
Name Charles Foltz Herr, Esquire
Address
53 N. Duke Street, Suite 420
Lancaster, PA 17602
Telephone(711 299-7374
Capacity:_____ Personal Representative
X. Counsel for personal
representative
*Summer1ea Kashar, c/o Law Offices of l~i11iam L. Veen, 711 Van Ness Avenue,
Suite 220, San Francisco, CA 94102
Stephen Santor, 9 Dish1ey Drive, Mechanicsburg, PA 17055
Susan Santor Seidenberger, 19 C1aravista Drive, lIo11idaysburg, PA 16648
Kimberly Santor, 513 Susan Road, Camp fUll, PA 17011
'/<1 - ,/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMO"W[Al!Il Of ,.,.""'..,,,. (TO BE FILED IN DUPLICATE
O(PAII'M(Ul Of R(VENU(
H..",fJ:~,~~l'JllOO"" WITH REGISTER OF WILLS) COU,m~OD!
----
OICIPaW', t4AMI I.'" ,'I.,T. ...up ,",'DDU IUl 'AU LJI<lOltlI1o (OlolPI(l1 AO(lIHS
Gt-ny, .Tesse II. 7.17.0 Clwslnut
SOCIA' SlCUlllf tllJMII' ~ ----IOAlIO' OlA1H ]tlA11-OI .I~lt+ C i1mp 1111 I, "^
178-01-5n6 ll/ll/~5 11/7.1/1 0 c..'" Cumlwr1.1nd
" ..".""" "...",," """If' "., '"=''' ;-"., "~~~]:('~" \I(U'~,,"'M'" ].MO~,,':"(,," o "If ';;\I~"(' u"" "
@ 1. Original R.lurn LJ 2. Suppl'lT'I.n1ol R.lu,n i J Remllind., hlu'"
1'0' dIJ'" of death ,lIiu. In 11 I J 871
o ..t. limit.d E,loIII [J 40 fUlur.lnt,r,,' (ompromi..l' 1:1 s red.fIIl hlot' "11 Rlll,I'" R.qulred
If 01 dOhli 01 deoth afte, 1'.12.821
06. Dec..d.nt Died TIltot. IJ 7. Dec.dent Maintained a living T,uu __ e 10101 Numl"" nl ftnl" U'flo'll 80'"
(Atlach copy 0' Wilt) (Attach copy of rU.Iltl _____ _~_.__..,___ ______.
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO~_______':"""""____ ,"
R(V.UOO (1+ 1'.Q,!
w
...
......
uiE~
wag
Qg:~
..
..
1<"
r,...
~:J~
~~
...
is
r;J
u
w
co
......
wiS
"co
..z
COco
u..
NAM(
Chnr1es Foltz lIerr, Esquire
HU'HON( NUMIU
('-
FOR DAlES OF DEATH A"n 12/31191 CHECK ItlRI
IF A SPOUSAL '
POVERIY_~~IDITJ~gAIM!!>_!J, '
FILE NUMBER
21
J~95
11,)1)';
":[AR
tlllMAI N
717 l-"zj~-7374
z
co
;::
5
:>
t:
..
..
u
w
..
1. Real E.lale 15ch.dule A)
2. Slack. and Bond. ISchedule B)
3. Clolely Held Slock/Porlner.hip Inl.r." (Sch.dule q
4. Morlgage. and NoI.. R.ceh.abl. (Schedule OJ
5. Ca,h, Bank Depa.it. & Mileel1oneou. Porsonal Prop.rty
IS,h.dul. E)
6. Jointly Owned Property (Schedul. FI
7. Tron,'ers (Sch.dule GJ 1Schedule l)
8. Total Gran Anels (Iotollln.. 1.71
9. Fun.rol E...p.n.... Administrolive COlli. Milcelloneou.
hpens.. ISchedul. HI
10. Debh, Mortgage liabilities. lien. (Schedule II
'1. Tolol Deduction. (10101 Un.. 9 & 10)
12. Net Value 0' hlate (line 8 minus line 11)
13. Chariloble and Goyernmenlol Beque," (Schedule JI
14. Nel Value Subjeclto Tall (Line 12 minus line 13)
15. Spousal Tronslers lIar dOl" of death oller 0.30.94)
See Instruction. for Ar,pllcoble Percentaoe on Reverie
Side. (Include yolu., ram Schedule K or Schedule M.I
16. Amounl of line 14 lo...oble at 6% ralo
(Include voluO$ from Schedule K or Sch.dule M_I
17. Amount 01 line 14 huable at 15% role
(Include values Itom Schedule K or Schedule M.I
18. P,incipalto.. duelAdd to... from Linlll 1.5. 16 ond 17,)
19. C"dil' Spousal Poyerty Credil Prior Poymel'lh
+ J?"J_Cl.L.
:itrl!ct
17011
COM.un M"'ILlflG AODI(U
53 N. Duke Slreet. ,1111" 47.11
Lancaster, O^ if,O;>
~3 97~
111 -,__,____,_,
(2).-~ 178
(3) -
14).._______
(5) _--'.12.. .2.iUL_
(6)_
17)
191
110)
1,690
I B)
2V. JIlS
I, IdA
no. .1117
;> ,noo
7.lll, .111,
1:1,10')
1 3 , 1 (0)
"," ""0----"
~.. . ^ _ _.__.___._._.".H"
~ ~ BE SURE TO ANSWER ALL QUESTIONS ONIIEV-EiisE~siiifi"Nii'TORi'CtiICi(MATH -<-<
Under penaltie. of perjury. I declare thaI I hon e...omined this relurn. indudin;p ouompunyinu \Ch.ltvl.s tint.! ,'lvl.'n."", 111'11110 the hili 01 my Io.nowl.dg. and b.el;,,!.
it Is true, correct and complete. I declare thai 011 reol."lale has bun repOrle 01 I'UG mmknt yul",a. Oo(llI,nllon 01 !"'pm" olher thon th. p.rsonal rep,osontallyell
bosed on 011 informal ion 01 which preporer has any Io.nawledgo.
"". ,,"ON'COI""NG'"U,''' 'D~~' N. Dllkl:,-,~~I~,',,-:~;-~.-. 'l';,;,-~'-'~I1C''''I>^'1_7~''O~1it?l-Uq~,..__
u THAU ~ . uwr I AOOIU!! CAli
/~53 N. Duk.. St.. St.. 420, 1.0011e. I'^ 1,(,07.
z
co
;::
..
...
:>
..
'"
co
u
><
..
...
208
liS) ,.
116}
1171 __
III)
1111
Illl
,,('"
. .
liC 06.
. II .
IIBI
119)
11DI
1111
111^1
111BI
7.16,467
DiHount
l"hHe"
+, .
20, If lino 19 is 9reoler than line 18. enler the dillerence on Line 20. 111l, is th_ OVERPAYMENT,
aD
21.
Chock horo If you ore requestlng a r.fund of you, ovarpaym.nt.
II line 181s greater than line 19, enler the difference on Line 71. lhl, II ,h.. TAX DUE,
A. Enle, the inlltos' an Ihe balance due on Linn 21 A
8. Enler Ihelolal of line 21 and 21A on Line 216 1hil is Ih. BALANCE OUt.
Molt. Ch.ck Povabl. tOI Ragl.,., of Will., Au!.n!
Ln ~,:C
- N ~o.:
oEl - !)
;.~l~ e: 0'
co
':. -~ .,..0
.- Ln ,-
oJ. I "
r'~ .. (~
, " ~ it ,
c, ";,-; c '.)
6Til .......:.1 .
ul1l fR """E
wa:: Q)
a:: u8
-~----~,,"~.,..~'~ ,,>~
.',
;"
"
,
t.'
REV.l502 IX. 112.1$1
~j.
CQMMONWfA\TH 0' P(NN~'f'lVANIA
INHUltANCf tAll R(TURN
___,__Jl!S!l!f~l,l;)(q~!~!
E5TATnfF---------- -,.- -- .., ",,-- .,..- ,., FI(ENUI;(BEil"=~""'..~~".
Jesse H-,_.~r_ax,._.______,...., __..____ _______._..__..._3..l:.:~~~S-O~5 7._____..
IProp.rly lolnlly.own.d with Right 01 Survlvanhlp mUlt b. dl"lol.d an Sch.dul. FI All ,.al"lat. Ihould b. r.pa,t.d at '01, mark.t valu.
which II dlfln,d a. the price at whIch property would b, ..changld b,tw,.n a willing buy., and a willing ..II.r, n,lther b.lng comp,lI.d
!.-O bu'y or ..II,. both ha~~~g.!.!.~~.~~.~~!e kno~J~!~I;I_!_~.f__I~~__r.!~e~~~~.!~.~!..._, ~_.______~__,..~.__~"U_" _~__ _._"
NUITMEMBER DESCRIPTION VALUE AT DATE
OF DEATH
SCHEDULE A
REAL ESTATE
-_._.._--....._.-._._,..~---_.._..._~--~.~ ""-'-"'-~'---""-'---------.--._~'-~'-- ----.._-.--
I.
2l2~ Chestnut Street
Camp Hill, PA 17011
Cumberland County
Deed Book A. Volume 21, Page 852
Net selling price
Copy of closing statement attached
~3,~H
TOTAL (Aho enter on line I, Reca Ilulallan
{If more 'pac. is' n.,a.a, in,,,' oaailiano' ,heels 0' ,om. size.'
s ~ 3,97~
... _,.,... -,_,~_~_..;,',,';""$"""';~"',_'eih
'r'_ .~,'''__ .......'.._
11. . SE'l"l'I.EHENT STlITEHENT
u.s. DEPARTMENT or llooSING
AND UROAN DEV[lOPMENT
lJ40 NU. 25D2'0265
~
,r
,
O. TYPE Of lDAN
1. I I filA 2. I I fn'IA 3. I I Cony. un16'16. filE NUMDER 17. lOAN NUMDER 18. MORTGAGE INS CASE NUMOER
4. I I VA 5. t J Conv. Ins. REIClltL SKS
c. HOIEllhl, form I, furnilohc:d to give you .. ItotfftlCnt of actuol iettlcmcnt cosU. Aroounta paid to o,d by th~ settlement agent
are Iihown. I tL'fIlS rnarhd II tPOCl II were paid outside the Closing; they orc Iihown here for Informat lanai purposei ond are
not Included In th... touls. 4.2 05'95 (3fREICNEL)
O. NAME AND ADDRESS or BORROUER E. NAME AND ADDRESS of SELLER f. NAME AND ADDRESS Of lENDER
~AINE E. RE I CN[l on<!' ESIATE Of JESSE R. GRAI
N[lEN E. REICIl[l
G. PROPERlY lOCAtlUN II. SEtllEMENI AGENI I. SEI1LEMENI DAlE
2T20 CIlESINUI StREEt MIDST ATE ABSTRACT COHI'ANl
CAMP HILL, PA 17011 Hay 1. 1996
CUHOERLAND County, PA PLACE Of SElllEMENT
233T HARKET StREET
CAMP HILL, PA 17011
J. SUMMARI or OORROVER'S TRANSACTION K. SUMMARI Of SELLER'S tRANSACT lOR
100. GROSS AHOUHI DUE fAOM bURROWER 400. GROSS AHOUNT DUE 10 tELLER
101. Controct Soles Price 95,000.00 40T. Controct soles Price 95,000.00
102. Personal Property 402. Personal Proporty
103. Settl~nt Chargeli to Borrower line 1400 4,241.50 403.
104. 404.
105. 405.
Adjustmentll for Itern$ paid by Se'ler In advance Adjustments for items paid by sltller In advonce
106. City/town toxes to 406. City/town taxes To
107. County taxes 05.01.96 to OT'01-97 279.21 407. County tons 05.01.96 to Ol.OT.97 279.21
100. School Taxes 05'01'96 \0 07'01-96 176.90 406. School Tau. 05.0T-9b \0 07.0T-96 176.90
T09. SEUER PRORATION 05.01.9b \0 07-01-96 20.'T 409. SE~ER PRORATION 05-01'96 to 07'01'96 20.'1
110. 410.
'1,. 411.
112. 412.
120. GROSS AMOUNT OUE fROM BORROVCR 99,717.72 420. CROSS AMOUNT DUE TO SELLER 95,476.22
200. AMOUNTS PAID 01 OR IN OEIlALf or OORRO~ER 500. REOUCIIONS IN AMOUNT DUE 10 SELLER
201. Deposit or earnest money 3,000.00 SOT. ExceSS Deposit (see Instructions)
202. Principal Amount of New Loon(s) 502. SoU lcmcnt Charges to Seller line 1400 1.497.TO
203. Existing Loon(s) TDk~n Subject to 503. Existing Loona Token Subject to
204. 504. Poyoff of first mortgage loon
205. 505. Payoff of second mortgage loon
206. 506.
207. 507. (Deposit disbursed os proceeds)
200. 506.
209. 509.
Adjustments for tt~s unpaid by Seller Adjustments for t tClns unpaid by Set ter
210. C1 ty/town taxes to 510. City/town tOMes \0,
211. County tuei \0 511. County taxes \0
212. School Taxes to 512. School Toxes \0
213. 513.
214. 514.
215. 5T5.
216. 516.
217. 517.
210. 516.
219. 519.
220. lOTAl PAID OI/fOR DORROUER 3,000.00 520. lOtAl REOUCtloR AMOUNI DUE SEtlER 1,497.10
300. CASH At SCTTlEMERl fROH/tO OORROVER 600. CASN AT SEHUMENT TO,fROM SELLER
301. Gross Amt Due from Borrower (llno 120) 99,717.72 601. Cross A"~unt Due to Seller (lIno 420) 95.476.22
302. Less Amt Paid br/for Borrower (llno 220) ( 3,000.00) b02. Less Reduct Ions Due Seller (line 520) ( 1,497.10)
303. CASH I" fROH I J TO DOAROVCR 96,717.72 603. CASH [X] TO E ] fROM SELLER 93,979.12
The unlh:rsigllcd hereby .9l.}nowtI.'1l!J1! tl'CCIlJt of 1I ClIlllfJlcted copt uf
/,~ '::""~ "7 '1 1)
OORRO\I[R ~_ :~~~ '''IL 0, < I. ,
"'A'T~[ . [ICltn J"
'l/ , ?' .' /' .
OORRO~[R ~(/(. . ~ r _ y(,.,. ("" t. {
IlClEN E. NCICIl[l
llntlc:.
U,2 or t!llb lOtat';'ll."Jj" nny attochmunts fC!l~rretJ '0 herein.
SElLCR. (/~U'-..l6J'.f Ii ~-
[SIAl( Dr J[SS( 1l....GifA..,
A' Ily ~/! c:h, r..
snUR
HUO'1 (3-86) RESPA, HO 4305.2
L. SE11\EHENT tllARtES
700. Toto\ soles/Brokers Comnil.slans Dnsed on Price" ,---r.6iiO:oD ---pAID rROH PAID 'ROH
Division of COII'Ol56loo (\ Inl1 100) os follow~1 OORROUtR I 5 5nl[A I 5
701. , 2,600.00 to COlDU[ll OANK[R/MGH REALTY rUNOS AT rUNOS AT
702. , 10 SETTLEHERT SET1\EHENI
70l. COlflntllion Paid at Settlement Z,bOO.OO
704.
BOD. IllHS PAYABLE IN CONNLtllON NI1II tOAN
BOlo loa" original ion fee .. 'l, 10
BOZ. lo,m D t ,"count 'l, 10
BDl. Apprniul fee 10
B04. credit Report 10
Lender" ~'on '!C -- ..
BO). 10
BOb. Hortgage Ins. App. Fco 10
B07. AUUTopt Ion Tu 10
-
608.
B09.
BID.
Bll.
900. ITEHS REOUIREO BY LENDER 10 BE PAID IN ADVANCE
901. Interest from to QS Idny( d.ys 'l,)
90Z. Mortgage Insurance Premium for monthl to
903. Hazard Insurance Premium for , years 10
904. to
90).
1000. RESERVES DEPOSITED NllH tENDER
IDOl. Hotard Insurance ItIOnths Q' por monlh
100Z. Mortgoge Insurance months Q S par month
T003. City/town taxes months Q S per month
1004. County taite' months Q S per month
T005. School T 8XU months Q S petr month
100b. months Q S per month
T007. months Q S por monlh
100B.
TTOO. TTILE CHARGES
1101. Settlement or Closing fee 10 HIOSTATE ABSTRACT COHPANY 35.00
110Z. Abstract or Title ~eQrch 10
1103. Title E~Qminot'on 10
1104. Title Insurance Binder 10
1105. Doc~nt Preparation to
110b. Notary Fees 10
1107. Attorney's fees to
( 'nct udes above I tern nwillers: )
TTOB. Title Insurance to HIOS1ATE ABSTRACT COMPANl b7Z.50
('ncludes above i tern nll1ben.: IIOZ T101 AND 1104 1
1109. lender'S Coverage S
1110. Owner's Coverago S 95,000.00
1111.
l11Z. NOTARl lEE to CMH ).00
1113. NOTARY lEE to CASH 5.00
IZOO. COVERNHEHl RECORDING AND TRANSIER tHARGES
IZOI. Recording FeeS: Deed S T4.00 ;Hortgage S ;ReleDlies S 14.00
IZOZ. city/County lax/StDn~s: Deed S 950.00 iHortgoge S 950.00
1203. Stote lox/StOmps: Deed S 950.00 iHortgoge S 950.00
IZ04.
IZ05.
1300. ADDITIONAL SETILEHENT CHARGES
1301. Survey 10
130Z. Pelt Inspection 10 PENN PEST 30.00
1303. 199b COUNlY/BOROUGIl TAXES 10 ANH H. HARKLEl. TAX COLLECTOR 01-ZI-OZ71-4)5 417.10
1304. sewer 1/1j96 . 6/30/96 10 CAHP IIILL OOROUGIl bO.OO
1305.
1400. lOTAl SETTLCHENl CllARCU ([ntur On Linea 103, Section J and 502, section K) 4,241.50 1,497.10
SETTLEHENl SlATEHENT PAGE 2
By .10nlng p.go T of Ihl. .loloOlonl, tho slgn.,orlo. .cknow'cd~o rocolpt of 0 cOl'l"olod'coPY of pogo Z of Ihls 2 pogo sl.l....nl.
/ !tift/If {~~tJf
(3,REICIIEL)
Certified to be D true copy
Settlement Agent
"",1)04111_1'11)
ESTATE OF
"
*
COMMONW(AtlH or '(NN'YIVANIA
INHUnANCI TAX .nUIN
IUID(NT DlelDINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
L
_~I.D'O P,lnl 0' Typo
FILE NUMBER
7.l-1 H5-0~5 7
Jesse II. Gray
IAlI prop.rty Jolntly.owned with the RI,ht .f Surwlwonhlp mu.t he dlnt...d on Schedul. FJ
ITEM
NUMBER
1
2
3
4
5
6
DESCRIPTION
, VALUE AT
DATE OF DEATH
2,264
2
PNC Bank Account No. 51-3006-6150
Accl'ued Interest
Merrill Lynch Account No. 072-45~01
1,000
Pennsylvania Dlue Shield
16
Bell Atlantic, reimbursement
90
20
2
Citicorp Travelers Check
Bell Atlantic refund
7
Belco Federal Credit Union Account No. 16670
Savings Account
Accrued Interest
Money Management Account
Accrued Interest
Checking Account
Accrued Interest
6,032
16
20,289
53
10,227
16
8 Belco Federal Credi t Union
CD # 16481
Accrued Interest
CD " 16699
"
Accrued Interest
CD # 16905
Accrued Interest
CD # 17038
Accrued Intel'est
CD # 17147
Accrued Interest
1,000
49
1,000
45
1,000
41
1,000
35
1,000
31
TOTAL AI.o onlo, on lino 5, Roco
S 45,228
(Allach addillol'lal oyt.. )( II" .h..h if more .pac. " needed.1
II~Ull'" 1'''1
1 SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELL,ANEOUS EXPENSES
~(~~
'1-':~~'u.!'
(OMMONWIAUH or PlNNlnVANIA
INHlIlU.'~CI 1M UhJIN
.!'I~INf DfC!.OlNf
UTATE OF
Jesse II. GrilY
ITEM
NUMBER
AMOUNT
DESCRIPTION
A.
Funeral Expens,"
puncrnl Dills
517
1.
B.
Admlnlstrallv. CDS'"
P.rsonol R.pr.s.nlall.. Comml..lons
Social S.curily Numb.r of P.rsonol R'pr.,.nlollv.:
Y.ar Comml..lons paId
1.
2.
Allorn.y Fe..
3.
Family Ex.mplion
ClaIm anI
Add,... a' Clolmonl 01 d.c.d.nl's d.alh
Slr..1 Add,...
R.lolionship
City
4. Probol. F..s
C. Mlscollon.ous Expons,"
1. Real Estate Appraisill
2. \~a ter bills
3. PP&L Electric
4. Puel Oil
5. Dell Atlilntic, Phone
6. Lawn Care
7. \~aste Hanagement, trash
B. Sewer
5101. Zip Cod.
255
250
34
68
350
44
40
72
60
TOTAL (Also .nl.r on Iin. 9, R.copllulalion)
(II more spac. Is n.od.d, Ins.rt addlllonalsh.... of soma sh..)
S 1,690
.."'''''''''''.
COlollolONiIlIUUH 0' 'um"'"......',.
ltltttlltUI(lIUtllU'''l
'UtllINtDIUOI'jl
JeBse II. Gray
SCHEDULE I ~
DEBTS OF DECEDENT,
MOR!GAGE ,~I~BI~!T1~S~N~_LIENS Ploa.e P,lnt 0' Tvpe
FILE NUMBER
21-1~~5-0~5;
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Uell Atlantic
5;
2
Iloly Spirit lIoapital
~O
3
Ambulance S~rvice
61
TOTAL (Aha anler on line 10, Recapllulatlon) S
(II more space i. ne.cloa, ins,,' additional she." or same sin.'
_hIlIJlI. Ut'l
ESTATE OF
ITEM
NUMBER
ITEM
NUMBER
* 1.
* 2
3
4
5
6
,e,~
(O......Ol-ilolof..'.H()I"',.j\>"I...'j,..
IHHunAttCI ,,,. _"U_1i
"~Il~f~! ,tlftl~IH~_..
SCHEDULE J
BENEFICIARIES
.le,;,;e II. Gray
FILE NUMBER
2l-1~~5-0~5i
--,~-- ----- ----+--_..._-- -~-+--,.__. ,_.._._~. +----
NAME AllO ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTAlE
RELAlIONSHIP
------~------"_.. .---. '".. -----~._._---~-_.+-- --"-"-.--,-.-.-..-..--,",-- --,---------
1.
A. To..oble Bequolh:
Jesse IIiggil1/1 Gl'ay, c/o J. Hich.1rcJ Gray
53 N. Duke SL., Suite> 420, l.al1caslc'r, Gl'ilOdson
PA 1 i602
100 shares AT&T
Rtock
$2,500 cash Ix.Cju(',
2
Evan Kashar, 563 W. Lemon Street,
Lancaster, PA li603
Step-
Grandson
50 shares AT&T
stock
Summerlea Kashar, c/o Law Office of
William L. Veen, ill Van Ness Ave.,
suite 220, San Francisco, CA ~4012
S tep-
Gr<.nddaughter
50 shares "1'&1'
steck
Stephen Santor, ~ Dishley Drive,
Mechanicsburg, PA li055
Grandson
$2,500 cash
bequest
Susan Seidenberger, l~ Claravista Drive
Hollidaysburg, PA 16648
Granddaughter
$2,500 cash
beGuest
Kimberly Santor. 513 Susan Road,
Camp Hill, PA liOll
Gr anddaughter
$2,500 cash
bequest
* See continued Beneficiaries attached
NOTE: Items 1-6 all in decedent's codi il
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequo,":
Trinity Lutheran Church
2000 Chestnut Street, Camp IIi 11 , PA 1 iOll
$1,000
Tressler Lutheran Services
~60 Century Drive, P.O. Box 2001,
Mechanicsburg, PA li055
$1,000
*Bequests in codicil
TOTAL CHARITABLE AND GOVERNMENTAL BEQUES1S (Aho en' or on line 13. Recopi.ulo'ion)
(lr more 'pac. I, ne.ded, 'n,e,' additional ,h.." of ,om. .Iul
S 2,000
,
COMMONWI!AI.TIIOI'I'I!.NNSYLVANlA
INIII!RITANCn TAX RIITIIRN
IU'.SlUrm Ur.clUlrm
SCHEDULE J
BENEFICIARIES
CONTINUED
=
U.\'TATUOI'
Jesse H. Gray
I'II.IlNIIMIII!R
21-1995-0957
Item Name and Address Df Beneficiary
No.
RelatiDnehip AmDunt or
Share Df Estate
7
J. Richard Gray, 53 North Duke
street, suite 420, Lancaster,
PA 17602
Son
1/2 residue
B
Jayne Santor, 1710 Lincoln Drive
camp Hill, PA 17011
Daughter
1/2 residue
Ai t."T ~-lo cl( (100)
\ DO o5L......... -l ":fie" 1.\, '1"'" IC. (e~ J\st....b~n q€' o,'tJ(\
.!.Lf'.L.,)J,~--, ...SC-p./g, ~_'i.rc.t. - '-"-'-' ~
!ill. +.. EY~1'l K~J.hoz.~
So" f.. ~ I.J l1\.m.ey~..JJaJ-I:.er.:
-'
__._._"1J:C5$)~1-' tr..dh(_r~n SeXYI':'.>--- .__~-'-OPd,:.!().. l.-~$l.., ,.,,- ,.-....' '
~t"o__~~ut'f'J))'\"lL __,_____,.______. ,,___ - ,_,.-.---------.d
f"JQ.~..)oOJ---------------.---------.----- --, .- .---.--
._____NG-4 ~n,:C5_htj-7tl- ~'lof.f:_qq,L----,-- --..-..-~.-.-'- --- -.'--' '
---+----"-"-_._--~_.._~-,._._---~'".--- ..---~.- .----~ .. --.. - ._" --_.---~......._-~ ..---..
<I I 000 . 00
t.'t dL---.
---------
I rlJ:lJ:ty_LyjJ:.lt~1!...- C h ~ rel1
~.joo C ~( -'.W y-/ n.
C-aIl1Il!-ld1,l'A /"0/1
,
-_...--- -----
-
--- ---
-----
----.-
_~Klm ~ 10 0 \'j\ ~ 1,1/ 1 Ccr: , (5-0!.r
'Se._tM.:P~4'1U'f _~UoP....P 0
\~.r11'~l.l+_t ~f!1I;t"$
... --........--
---.--
.-..---...--
~---------_.. -_.
.-----
.-.---~."'~\I--CbK .-.-----.,-,------.-~ -------...----.'---" ,------- ,."'"
__._ __ ..'J ~ b k ~ le.:<,:r'.(.~ .:.:"__ "" LI_t1!Y.f.) __..d~_1"o{~p-bl" ( .~ '(;':'!l ~d_fhv L. '
----- --. _.._~---,.---~.--.
- --~._._-. .-",-,. ~._-----~--
'7-,~_~" -r c.._~.h$...LhlL~nh_13H'\h~l"hl>>cLftnn vd,_{S,!f.t!l!J') --- -..-' --
_f-h~,r,J~-1J.Y." ~ '-. CD Q C.!,J'.h_03h~-'- . -----
_---:CU:CI'-\u,\LS,).I'1f.VX---- ..---------
___-~y-JJo.\,d;~J:J..(.r.'J1.~t# e r-
,
K"\"~ &a.,.ol-' -'--
.:r c.~ I ~ l'\ ~5 "i5 6 "!r L~ '" dn ~lt r /I;fI.-!.f.i!~1( (1!2r-)
-----{q-;;;:-~:-fI
--~~ ~
~- J-I-9 q----
~_._--- -
(c) To borrow money
notes therefor, nnd to
mortgnge or pledge.
n nd to
secure
execute Ilfo.lssory
such obllgotlons by
iI
!1
I
(d) To employ such brokers, bnnks, custodlnns,
Investment counsel, ottorneys nnd other ngents, ond
to delegote to them such of the duties, rights nnd
powers of the Trustee (Including, o.ong others,
rlghto to vote shores of stock) for such periods os
it thinks fit and to keep assets In the nnse of a
nominee without mention of the estate or Trust In ony
Instrument of ownership,
(e) To participate In
or consolidation and In
exchange ony property held
any merger, reorgnnlzotion
connection therewith to
for other property,
(f) To determine. os to 011 sums of money and
other things of volue received, whether and to what
extent the some sholl be deemed to be principal or to
be Income, Including the proceeds from the sole of
non-productive ossets, ond os to 011 charges or
expenses paid, whether and to what extent lhe salle
sholl be charged agolnst principal or agalnsl Income,
including, without hereby Umiting the gencrulity of
the foregoing language, power to apportion any
receipt or expense between prlnclpol and Incose ond
to deterlline what port, If ony. of the actuol Income
received upon any wasting asset or upon any security
purchased or acquired at a premium sholl be retained
and added to principal to prevent a dhlnutlon of
principal upon the exhaustion or the 1I0turity of the
investment.
'.
(g) In dividing assets hereunder Into shores or
in distributing the some, to divide or distribute in
cosh, in kind, or portly in cnsh nnd pnrtly In kind.
os It thinks fit. For purposes of division or
distribution, to value property rensonobly and In
good foi th, ond such vnluatlon sholl be conclusive
upon all parties. To whatever extent division or
distribution is mode In kind, it sholl, os for os
practicnble, allocate approximately proportionate
amounts of each kind of security or other property,
(h) To take over and
Trustee may deem nppropriote
in any corporate fiduciary.
retain any property the
Including any investment
'Ii
Ii
"
\'
"
;,
I,
"
I:
I
I'
!
!,
i
I'
Ii
II
"
. .
COMMONWEALTH OP PENNSYLVANIA
)
) SS 1
)
COUNTY OP LANCASTER
WE, JESSE H. GRAY, CHARLES POLTZ HERR and GLORIA M, MYERS,
the testator and the witnesses respectlvely, whose nalles are
signed to the ettached or foregoing instruaent, being first
duly sworn, do hereby declare to the undersigned authority that
the testator signed and executed the instruaent as his last
will 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 wi tnesses, in the presence and hearing of the
testator signed the will as witnesses, and that to the best of
their knowledge the testator was at that the eighteen (18)
years of age or older, of sound mind and under no constraint or
undue influence.
~q,{. ~ CLrt.. (/k4'?',gA".~./JJ.~"~
. SE H. GRAY (Witness) . (witness) .
I:
"
Subscribed, sworn to and acknowledged before lie by JESSE
H. GRAY, the testator, and subscribed and sworn to before ae by
CHARLES POLTZ HERR and GLORIA M. MYERS, wi tnesses, this J~
day of October, 1985.
:: C~O.~
>N'I\1O~'](
MY COMMISSION EXPIRES1~~~~~~~~
I
"
!
ClMl ~.. PIllS!;'!, I'!o!nry Putlllc
;1"":1',"," ',1'...1:.. l:l
t.-. .._01..,;:......\ l:A;.lII'/l:t AupJ6t 4, lse3
.- ...."-
-'," ------' .. -....,.-" ..,-.. .-
,
.-.,_...~..._-_.--
,.
,
I
.' _ ", .... "._.,;."._'....___.- 14~. ,
1 :"..:,' ":,'/"1' :'.1;'2' :gO'1""COMMONWEALTH OF PENNSYLVANIA
Mo.AA ,,' ' ,,' "
: ,,' ,"..:,; ".,,', ;;':', DlPAR1MINT o'JlIYIHUI
'm,;iU ~~:~': ~\~>,YO'''CIAL RlCIIPI' . PIMMSYLVA' ~iA INHERITANCE AND ESTATE TAX
AMOUNT
D
ACN
ASSESSMENT P:I
CONTROL I,;i
NUMBER
RECEIVED FROM:
\
101
.. I ." 1 017 . 00
HERR CHARLES F ESQ
53 N DUKE Sf SUITE 420
LANCASTER, PA 17602
.
ESTATE INFORMATIONI
m FilE NUMBER
\ III _, 21-1995-0957
/ . E OF DECEDENT (lAST)
GRAY JESSE H
II DATE OF 'AYMENT
m POSTMARK DATE
COUNTY
SSN 178-01-5924
(FIRST) IMI)
...
'r~"-."t"
CUMBERLAND
DATE OF DEATH
.IS, 109.00
PB
m TOTAL AMOUNT PAID
REGISTER OF WILLS
RECEIVED B~) J (r..k/
iJ
MARY C. LEWIS
REGISTER OF WILLS
I"
f -t
l .. 1,1,.1 I,Y
~ONA10Rt ' ./
',/ /'
.,/1";
REMARKS
J RICHARD GRAY
C/O CHARLES F HERR ESQ
CHECK" 10S3
SEAL
~ - --~ --~. ---- _._- -- - - - -~- - - ---
-'~ .-..- -..'- --- -'"'
.._~ ___ -' - - - - -,- -~l--'~---- -~--
'11 ... ',\
, r <~
.
.
; ,"
<>;'
...~
"-'
-, .
"
,,-_.,
~
~
"7~-,---~:--.".~.:.Jldlf _ ..IJ'I:"
\
,
"
;_1(,;./
I
! l
/1
I
~.
t
"f:~
i
i:J ) 'I . ;,
BUREAU OF INDIVIDUAL TARES
INUITAHCt tAX DIVIIION
OCPt. llD60.
IIARAIUu:tG, Pi I1UI-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(,1,
NOTICE OF INHERITANCE TAR
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHO ASSESSHENT OF TAR
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-22-96
GRAY
11-1l-95
21 95-0957
CUMBERLAND
101
AMount R..tlt.d
CHARLES FOLTZ
STE 420
53 N DUKE ST
LANCASTER
HERR ESQ
PA 17602
-
..,.tl4'" '" III.".
JESSE
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REy:is'4-j-iix-AFP-riii-':96Y-iiil'ficii--ciF-YNHiiiiifANci-YAx-APiiiiA'isiiifiii'r;-,U.i."ciiiANCi-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAY JESSE H FILE NO. 21 95-0957 ACN 101 DATE 10-22-96
TAX RETURN WAS, C X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I E.t.t. (Schedule AJ
2. stock. end Bond, (Schedule 8)
5. Cloa.ly Hald stock/Partnership Int.r..t (Schedul. C)
4. "ortgag"/Not.. Rec.habl. (Schedul. DJ
S. Cash/Bank Dapallt./Hllc. p.rson.l Property (Sch.dule E)
6. Jointly Owned Property ISchadul. Fl
7. Tranlf.... (Schedule OJ
8. Tot.l A...t.
I CHANGED
III
121
131
141
151
161
171
93,979.00
83,178.00
.00
.00
45.228.00
.00
.00
IBI
NOTEI To Inlur. prop.r
credit to your account,
lub.lt the upp.r portion
of thla for. with your
tl. Ply.ent.
222,385.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
1,690.00
9. fun.r.l EKpen.../Ad.. Co.t./HI.o. Expen... ISchedula H) (9)
10. D.bh/Hort.... LI.tJllItI../Lhn. ISch.dul. II 1101 208.00
11. Total Daduction. Ill)
12. Net Value of ralC Raturn IlZ)
15. Charltabla/Govern..nt.l O.qu..t. (Sch.dul. J) (15)
14. H.t Value of E.tat. Subj.ct to Tax (14)
NOTEI If an assassmant was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures thBt include the total of ahh returns assessed to date.
ASSESSMENT OF TAXI
1&. A~t of LIn. 14 at Spou..l rata (15)
1'. ~t of LIn. 14 taxable .t Lln..l/Cl... A r.t. (16)
17. Aaount of Lln. 14 taxable at Collataral/Cla.. 8 rat. (17)
18. Principal Tax Due
TAX CREDITS I
PAYHENT
DATE
06-04-96
RECEIPT
NUHBER
AA1l2901
DISCOUNT C>I
INTEREST I-I
.00
INTEREST IS CHARGED FROM 08-12-96 TO 10-30-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 X .00,
218.487.00 X.06,
.00 X .15,
IIBI
AHOUNT PAID
13,109.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
I,AgA nn
220,487.00
2,000.00
218,487.00
.00
13.109.00
.00
13.109.22
13,109.00
.22
.00
.22
IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)
()(',
. .
'.
f'_1
RESERVAJIDHI [,t,t.. of ct.c.cMnh dying an Dr "fon DecMber a, ..Ir ... 11 MY future Int.r..t In tn. ..t.t. II trMIf.rred
In pa.....lan or enJo~t to Cl... I (coll,tl"tl) ben.flcl.rl.. of ~ dec~t .,t,,. the tWPlr.tlon of eny ..t.t. for
Ilf'Dr 'or Y""" the C~.lth hereby IKPr...ly r...rVI, the rlDht to apprtl'l end ...... tr....'.,. Inn.rlt~. T....
.t ~ l.wful CI... . (coll.tt,.tl) t.t. an any ~ lutu... lnt.r..t.
PURPOSE Of
HaTlCE, To fulfill the '....1'....,'. of Section ZIU 0' the JntMrHMCI end Elt,t, '11iI Act, Act ZZ of 1991. 12 P.S.
Section 11~a.
PA\1IJfT, IktKh thl top portion of this holle. Dnd tubli1t ..Ith your ply.."t to 1M R-ahtlr of Willi printed on the nv.,... .lde.
uK8kt check or HlMJ' orlMr parabl. tal REGISTER OF MILLS, AGENT
All plYHl\t, t.ul,,~ ,hell first be applied to any Int.r..' Which "11' bt due with any r...lndtlr IIPplJlKt to the tl..
REfUr(D ttAh A nfund 0' . talC crlldlt. which .... not r..,..ted on the ,.. Rthlrn, "V be reqlM.t~ bV CHPlat1~ en "Application
for Rafund of P-nn.vlv~la Inn.rltlnCa ~ E.tata T.... (REV.15l5). Appllc.tlon. .... .v.llabl. .t the Offlc.
of tt. Rqhhr af WU1., Mvof the Z3 R.VWlUe Dhtrlct Offlc.., or by calling the 'f*CI.l Z~.hour
lW1.",.rlng ..rvlu r\l.IIIbe,.. fa" for.. orcM..I~1 In P.....vlvanl. l.aOO"UZ-zno, DUblde P.......vlv....l. and
within loc.l H.r..hburg .r.a (717) 787.809<\, TDDI (717) 77Z.2252 ClI..rlng Illpalr~ Only).
OBJECTlONSI Anv p...ty In Int.r..t not nthfl-.:i with ttM app..ah..."t, allowanu 0" dl..l1owanc:a of deduction.. or a....A8ftt
af t.. (Including dhcDl.,t or Inh....t) a. .hown on thh HoUc. au.t obJ.ct within .bty (60) daVl of ..ac.lpt of
thh Notlc. bv.
"wrltts" p..ot..t to the PA Dap...tMnt af R.vlf'llM, Board of ",,"ah, Dept. Z810ZI. ........aburg. PA 17lZl.IOZI, OR
.-slactlon to hev. tNi _U.r dehr.lned .t audit of the ItCCDlllt of the par.onel ..lPr........Uv., OR
-.eppe.1 to the Orphana' Court,
ADtUN
lSTAATlVE
CORRECTlOHSI
Factual .....or. dlscov.r.d on thl. ......-.ot .nould be addr....d In writing tOJ PA D,part_ent of R.VWlUe,
au...., of Indlvldutll rIM", ATTNI Po.t A.......,..t Rnl... Unit. Dept. 280601. tt...rhburg, PA 17128.0601
Phone (117) 787.6505. Sea pegs 5 of the booklet "In.tructlon. for Inherltanc. TIM R.turn fo.. . R..ldent
Decedent" (R[V.1501) for en ..plen.tlon of 8dalnl.tratlv.lv correctable error..
DlSCDllfTI
If anv talC due I. paid within thr.. (5) calendar .unth. afhr the dec:~'"t.. d'ath, . flv. parc....t (5:(1 dhcOWtt of
the tu: paid II allowed.
The lU tIJC __.ty non.part1clp.tJon penalty II COlPUt~ on the tohl of tNi taM Md Int.r..t ......-.:i, and not
p.ld tMfor. J.--..rv 18, 1996, the fl...t d.v .ft.,. the and of the t.. _"..tv p.rlod, Thh non-p.rtJclp.tlon
pen_Ity II fIPPIsllllbls In ttM .... .lIlrW1Ir end In thl the .1tH tI.. p.rlod III you would IIppIII tt. t.. and Int.rut
that has b..... ......~ .. IrMtlclt~ on thh notlc..
PEHALTVI
IHTERESTI
Intlr..t II chllrgtlCt beginning with flnt day of dellnquww:y, or nine (" IIOnth. and or-.. (11 day frOll the det. of
dMth, to the d.t. of P'YHnt. T.... which ~ dall~t before Janu.ry I, I'az Ner Int.r..t .t the rete of
.h C6%) p.rcant ~r ~ c.lculated .t . dally rata af .000164. All t.... which bK... delinquent on and aft.r
Janu.ry I, I'IZ will be.r Int.r..t at . r.t. which ~III very fr~ c.lendar y.er to cllandsr y.... with th.t r.t.
announced by the PA Dap.rt-.nt of R.vanu.. The appllcabl. Int.r.st ret.. for l,az through 1996 .r~1
'!!!! Int.r..t R.h D.lly Int.r..t Factor !!!r Int.r..t Rllt. D.lllll Int.r..t Factor
I'll ZU .000Slt8 1987 'X ,OOOZ47
IUS IU .ODDU8 19a~H991 11% .00nOl
.... IIZ .0DDSOl I'" .. .aaOZ~7
19.5 U. .00nS6 1"5-1994 7> .ooonz
..16 IU .000Z74 1"5-1996 .. .00DZ47
--lnt.....t II nlcuhted .. follow.1
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlc. I..ued .ft... the tlllll bK~. dlllInqu.nt will r.fleet en Int.r..t celcul.t1on to flft..... (15) dau
beyond the d.t. of the ......Mnt. If p.~t II sade eft.r the Inhr..t cQIIfMJhtlon det. shown on the
Hotlc.. addltlon.l Int.r..t .u.t be c.lcul.ted.
,
STATUS REPORT UNDER RULE 6.12
Name of Decedent I Jesse If. Gr'llY
Date of Deathl
November' 11. 1995
Will No. 1995-00957
AdmIn. No.
Pursuant to Rule 6.12 of the Supr'eme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1. State whether administration of the estate is complete I
Yes-x- No
2. If the answer is No, state when the per'sonal
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 No x
b. The separ'a te Orphans' COUr't No. (if any) for
the personal representative's account iSI
c. Did the personal r'epresentative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formdl or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
DateI10/7/99 (fI ~A,.,.-f /i",.,.....,
Signat.ure I .
Charles Foltz Her'r'
Name (Please type or print)
53 N. Duke St., Suite 420, Lancaster, PA
Address 17602
(717 ) 299-7374
Te 1. No.
Capacity:
Personal Representative
x
Counsel for personal
r'epresentative
(MAH I rmf/ AM3)