HomeMy WebLinkAbout96-00985
PETITION "'OI~ 1'lmUATE lInd (;I~ANT 0'" LETTEHS
OJI - Cffo .9'~ S__
I:"'"", "' M^HG^lU:'l' J. SOUHBJlm
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Ilq,j".:, 01 \\'il" 101 Ih.:
('OIIlIlY 01 Cumborl<ln~l_ III Ih.:
('omIlUIIl\\l'alth 01 Ill'llll\ylval1ia
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SIIri,,1 S"<'I/Ti',I' /lill. 192 -14 - 6115
rill: '''','11110'' 01 I I H..' IIIHh..'I"I~lll'd 1(.....pl...(II\111\ n.'pll'Wllh Ihal:
YOU! IlL'liliulU.'T('), \\110 to, .lIl' IS ~l'al' l,f i.1!!l'lIf "Ilk. an lhl'l'\l'\,:Ulr ix ______.______ 1\tIUled
illlh,'la" "ill ollh.: ah,\<' d':I:<'d':III, dal.:d October 25 m._________ --, II)~~-
alld codkill" dal.:d None
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Ik':':lId':lIl '<i" dOlllkikd allkalh ill _... C\J_Ol_b~r!a.l1d__. __ _.. __do. Cllllllly, "CIIII'yl\'ania, wilh
~~rMec~~~t~l~~~'~ 11I;n,~~~rb~'1:"J.'~c~~ .. ~g~iiw;tp~~~~HC~i&5reet, Borough
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ell" 'lI'l'l, IIIlmhcl .1l1.1I1Hllldp.llil\ I
Ik.'.'l\lkl1l, th"II.. .75.._ . ,.:;,,, of ag.:, dkd. November 20. . II) 96
a, 110] Y 31'!;- it. lI()spJt:~l LJ:asLP~i1n.sboJ:() :,!,~w_~shTp--;-CUtfi1)erlaJ'fd-~oun ty, PA
I, \1.'1.'('1 a... h1Ihm.... \h-~l'lkl1l did nol marry. \\a\ 11OIl,li\,(lf~cd and did nnl have a child born or adopted
aft..'!" C'l.'clIlinl1l1f I I H.' \,ill offered for prohi-Ill'; \\a\ l10t the \klil11 of a killing uno Wit, never adjudicated
illl.'OllIPl'Il'IlI: ~,~.J'I_Qne___ ___~________,____~ ______,_ - ._-, --~-
l>l'I'\.'l1d,,'nt al death llWlh:d property with l....timalcu \'ahll'\ a... ft~lIm\':
lIhlollliciktl in "a.J All pc,,,'nal propCII) S Unestimated
(I I' not dlllllkilrd in "a,) "':"'lIIal prop':rlY in "etllt,yl\'ania S
(II not dllll1i.:ilcd in POl,) Pcr...onal prnpl.'rty ill County S
\'ahl""1' ,.:al .:'late in "etll"yhania S ~nest~matea
,ilU:IICd a, 1',,11,,",: 307 East Portland Street, . Boro~h ofr1echan~csl)urg,
t:;umberland _t:;g.1!h.ty , _ _~e_nri~S'~Y-an~~=-. --_. - --~~-=.::::___ ----
\\ 11I:IlLH lIU:, pelilionCfI') '"'I,"CII'IIII) 1.:1\11",1(\) Ih.: proha," Ill' Ihc la\l will and codicil(s)
prl"l'IlICd 1Il,,'fl.'\\ilh and th..' grallt llf klll'r....._ testamentary._.._____
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OATil OF I'EI~SONAL REI'IU:SENTATIVE
CO:\I\IO\\\I-:.\I,TII OF 1'1';""S\'I,\'A:"iIA I
J'. SS
COl \n OF .CU}1BERL1\ND_._____u___
I Ill' pl'!ili\lll(~rl') atlO\C'llalllt.'d '\\l:tIIh) or affilml') Ihal thl: 'lalc1I1clth in thc fon'going pClitiun arc
IrlII,: ,Iud r..'OIl",'r..'j '" Ille I~l"t \11 tllC J..1ltn\kdJ!I.' illld bdid of pl.'liliolH:r(,) and that a' pl'r!-lonal reprcscn-
lali\d'd tlllh",' abl1\l' dl.'\,'nkul l'I.',ili\H1I.'I(') \\ill \\\"11 and truly adlllini'll'l' lhc 1:\lalC ;:h:cording 10 la\\',
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Nan Y.J,'l'2..'=-________ ~'
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CO....ONWEAL1HOF PENNSYLVANIA' DEPARTUENf OF IIEAUlt. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
OiIlIClDUiI"tywrthll.,-1
.November 20. 1996
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301 East Portland Street ~~"U:
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" Mechanicsburg. Pa 11055 .............
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Herman Hers
l1JW1l1 ~It
Hanc J. Todt
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I, I:AW1Arn:'r .r. SU1Jn,'I:,;n, 0)1' the ",ol'otl:;h of J;ochanicobllrg,
Cotmty of Cumberland r\ncl :,;tlltO 01' l'onn:1ylvania, boln[': of oOW1d
and dispooinr; nind, 110nory (\11<1 unuorotanclin[;, do l1ulw, publish
and declare thio l'IY LU:1t 1Jill and Te:1tamont, 110roby l'ovolcinf, and
tmltinr:; void any und all prior \'1ill:1 by 1'10 at any til'IO herotofore
made,
1.
I dil'ect t'10 paJ'lllent of all my ,juot debts and funeral
expenses as soon after ny docenoe as tho SaIne can be conveniontly
done.
2.
ISive und bequouth the SUJll of Four Thousund (;,jl~,OOO.OO)
Dollars apieee, to each of l'IY r:;randchildron v1ho aro living a.t
the titne of l'1y decoaso, o.bsolutely. In the event that any of
my grandchildren are minors at the thle for distribution of such
bequest, I direct my Exacutrix, hereina.fter named, to delivor
such bequost to l11Y daur:;htor, J:!II:CY J. TODT, uno io the natu1'al
mother of said Grandchildren, ond to accopt hor l'eeoipt and
re10ase, if applicable, in full disc;mr,;e of tilis boquest, upon
v1hich she shall aSSUlno responoibility for the invostl'lOnt and
ultimate delivery of said bequest to nueh o'undchi1d upon his
or her attainment of majority.
-1-
3.
I ['1.'10, clov1.no "lId boquout;h 1\11 1;110 )'cwt;, 1'001<1110 unci
rOlnuindor of InY ootuto, J'oul, poroonnl and mix",l, \:hatuoovor
and ;:herolloovor tho :Jallo :nny bo oitUlltO, to I;Y dllur;htor, I;AliCY
J. ':i.'ODT, absolutely and \illcondi tionally.
l~.
In tho evont tlmt flY dau;~hter, llAJ:CY J. '1'OD'r, ohould
prodocea30 !ne, or sl:ol:ld she die Hi thln thirty (30) days from
tho dato of my donth, then in eithor of ouch ovonto, I Give,
doviso and boquon th ny 0 ntiro os tuto, of lIhatuoovor nature and
~Iherosoovor tho sarr.o I'm:! bo oi tuato, to my tllO (2) Gl'nndchildren,
to ~1it, AI,;Y H. TOD':i.' and DOiiALD n. 'rODT, share and 3hure alilce,
par stirpos.
LAS'l'I,Y, I nOlninato, cono ti. tuto and appoint my dau[';htcr,
lTAITCY J. TODT, Exocutri.x of thin I1Y La3t \Jill and TootUlllent, and
in the evont that l':Y nairl daur~hter ohould prodocellse mo, or should
she bo unable or u11I-lillinr: to sorvo in snch capacity for any
roason, than in such event, I nonJ.nntc, constituto nnd appoint
l~y t;:o (2) r:randchildren, the aforementioned AllY. Ii. 'l'ODT and
DO!:ALD B. TODT, Co-~':xecutoro of this 1'1Y Last ';Iill and 're3tament
in hor place llnd ntoad, llnd in either instanco, I du'ect that tny
said personal reprooontutives be oxcused 1'1'011 pootin" bond or
other socuri ty for tho fnithful por1'orl1JI1nCO of thoir dutles.
-2-
SNEI.IIAKER, BRENNEMAN [} SPARE
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Mi:CIIANICSlIlIRG. I'i:NNSYl.VANIA I/O~)S
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KUrtlO l\RI.NNIMM-l
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11/1,'1/ ti'.,'P\
February lB, 1997
Mary C, Lewis, Register of Wills
Office of the Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Margaret J. Sourbier, Deceased
Estate No, 21-9!-09BS
Dear Mrs, Lewis:
On behalf of the executrix of the above decedent's estate, I
enclose herewith an Estate check No, 112 payable to your order as
agent in the amount of $20,000,00 to be applied on account of
Pennsylvania inheritance tax,
please cause the enclosed check to be applied on the above
Estate's tax account and kindly issue to us a receipt indicating
the discount or abatement allowed for payment within three months
of the decedent's death,
Thank you for your kind attention to this matter,
Richard C, Snelbaker
RCS:wmt
Enclosure
cc: Charles E, Wire
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CERTIFICATION OF NOTICE UNDER RULE 5.6{al
Name of Decedent: MARGARET J, SOURBIER, Deceased
Date of Death: November 20, 1996
No. 1996-00985
PA No. 2196-0985
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the orphans' court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
or about January 31, 1997:
Address
Name
Nancy J. Todt
226 Rocky Ridge Road
Dillsburg, PA 17019
226 Rocky Ridge Road
Dillsburg, PA 17019
226 RockY Ridge Road
Dillsburg, PA 17019
Amy M. Todt
Donald B. Todt
Notice has noW been given to
Rule 5,6(a) except: NONE.
under
Date: February 14, 1997
chard C. Snelbake
44 West Main street
Mechanicsburg, PA 17055-0318
(717) 697-8528
capacity:
personal Representative
X counsel for personal
representatci,'t']
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185177 COMMONWEALTH OF PENNSYLVANIA
DI.ARTMINT O. RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
*:
. IN.,... .. ....~
ACN
ASSESSMENT r:t
CONTROL ~
NUM6ER
AMOUNT
RECEIVED FROM:
i
RICHARD C 5NEL.BAKER ESOUIBE
101
toeo,ooo.OO
44 WEST MAIN STREET
MECHANICSDURG, PA
1705:5
ESTATE INfORMATION:
~ filE NUMBER
Ii 21-1996-0985
~ NAME Of DECEDENT (LAST)
~ 50URBIER MARGARET
~ DATE Of PAYMENT
Iii 02/18/97
EJ POSTMARK DATE
COUNTY
DSN 192-14-6115
IfIRST]
J
(loll)
CUMBERL.AND
DATE Of DEATH
11/20/96
REMARKS NANCY J TOOT
C/O RICHARD C 5NEL.BAKEFl E.SO
SEAL CHECK" 112
m TOTAL AMOUNT PAID
"20,000.00
CW
,}. "
RECEIVED BY I /1 ~i I. I ( , Ji," .:J.) '1,.
I' ~CNA'l.U '.,..
, .' I _ " I "',
MARY c. LEWIS"'-' l,-.,,/-,//:-j' '1"
REGISTER OF WIL.L.5 'l
REGISTER OF WillS
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COMMONWEAlTlt OF PENNSYlVANIA
DEPARTMENl OF "EVENUE
BUREAU OF INOIVIOUAL TAXES
DEPT 2B0601
tlARRlSOURG, PA 1712IH}!J01
.
NO. AA 242239 IlEV,lI02EXllI''''
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RICHARD C SNEL.BAKER ESQ
101
s3.n58.34
44 W MAIN STREET
MECHANICSBURG. PA 17055
rOLDI1[Rf Fa.DHERE -
ESTATE INFORMATION:
FILE NUMBER
21-1996-0985 SSN 192-14-6115
NAME OF DECEDENT (LAST! (FIRST) 11011,
SOURBIER MARGARET J
DATE OF PAYMENT
9 /15/1997
POSTMARK DATE
0/00/0000
COUNTY
CUMBERL.AND
DATE OF DEATH
11/20/1996
REMARKS NANCY J TOOT
C/O RICHARD C SNEL.BAKER ESQ
SEALCHECKII 147
TOTAL AMOUNT PAID
$3.758.34
SK
(,
RECEIVED BY //1 .. ~ .(/
MARY C. L.E IS /j/,iv//)/y.
REGISTER. F WILL.S'" J. ;' -7
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
21
COUNlY CODE
1996
YEAR
0985
NUMBER
20. If line 19 i, g,eot., Ihon line 18, enter lh, diHer."c. on line 20. Thi, is th, OVERPAYMENT.
a CI.,;~iI 11_.'."'11..1( .,,{.I'lltllll,...,.,Irrr.r:I':1...I.I.,.,l..1 u !CJ.'J "I 1.1
21. II line 18 i. 9rlall' Ihon line 19, .nle, the din",",e on line 21. Thi, i,lhe TAX DUE.
A, Enll' Ih. inl.,,,, on the bolance due on line 21A.
B. Enle, ,he 10101 allin. 21 and 21A on line 21B. This i. Ihe BALANCE DUE.
Make ChIck Payable tal Regl"., of Will" Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under p,n.III11.1 p"lury. I d.cI.r. ,h.r I h... .....on.d ,hi, "'urn. Includong ."...p.n"ng "h.dulll .nd "."m.nl\, .nd ,. ,h. b." .1 .., kn.wl.dg. .nd b.ll.f.
I' "tru.. c."," .nd c...pl.... I d.cI.re Ih.,.1I ".1 ."." h.. been rep.,"d a' tru. m.rket yol"" Oecl.ro,,"n .1 preporer .ther than ,h. .er..n.I "p"..n'o';y. I,
baled on 0\1 inlormOllon 01 which prloot" hos any knowledge.
~o"..u.' 01 ""'0"" "?,....., 10' ",,"0 ."u'" 'DO'''' oc Y R ge Road 0'"
(cU, , ,/ ,fC'{( Di11sbur PA 17019 '1/ Ii,
, . .~. AN"t,"-SP'A'RE P .c'.ct.", 44 West Main Street ':"'{5.,197
Mec/laIliC5burg._..EA~7055--- 'jJ-
JOI DAns OJ OlATHAnU 12'31191 CHICK HIli
If A SPOUSAL ~ C-
POVIITT CIIOIT IS CLAIMIO ,....)
JILl NUMBII
COMMONWEAltH O' PfNNsnVANIA
OlPAI1MfNf 0' IllV(NU(
OfP! ]lObOl
HAIIISIURO, PI. 111210601
otClD1Nn NAMII\A' ,IIIU. AND MIDDll INlllAlI
DIClDINI'\ COM,ltll AOOUU
307 EAST PORTLAND ST
MECIIANICSBURG PA 17055
cumberland
SDURBIER. MARGARET J.
~O(IAl UCUIIIY HUMU_ OAn O' OIAIM
.,' 192-14-6115 11/20/96
I" .II"'I(.I.S," luhtVINC; '!IOUU' ..'..I nUl "'U ''''0 ..,DOH 111111.1,11
OAf( O' ,II1H
4/11/21
Call'"
AMOUNt _t(IIVID ISH IN\IIUC1l0N\1
03,
05.
1
_B.
Remainder Return
(lor dotlS 01 d.ath prior to 12.13.82)
fld,rol E,to'l Tax R,turn Required
TOlol Numb.r 01 Soft Oepo,il BouI
!ill. Original R,turn
o 2. Supplemental Retu,n
o Ao, Future Int.,.., Compromi..
(lor dot" 01 d.Olh ohe, 12.12.82)
til6. Deced.nl Di.d T..IOI. 0 7. D.ud.nl Maintoin.d a li-wing TrUll
(Anach copy of Will) (Atlach copy of TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO.
NAM( R . Sne er, Esqu re COMPl(U MAl\lNQ ADDRUS
o 4. limil.d eltal'
44 West Main street
Mechanicsburg PA 17055
TnlPHON( NUMIU
697-8528
82,000.00
316,759.61
111
121
(31
141
151
32.419.~
1,740.63
z
'"
5
"
0-
a:
..
'"
...
..
1. R.ol Eltale (Sch.dul. A)
2, St.ck. and B.nd. (Sch.dul. BI
3, Clollly H.ld SlocklPartn.rship Inlerelt (Schedule C)
4. Mortgages and Naill Recei-woble (Schedule 01
5. Calh, Bank DepoliU & Milcellaneou, Personal Properly
(Sch.dul. EI
6. Joinlly Owned Property (Schedule f)
7, Tron.f." (Sch.dul. GI(Schedul. L)
8. Tolol Gran Aneu (Iolollin.. 1.71
9. Funeral bpen"l. Adminiltroli-w. C01l1. Milcellaneoul
bpen,.. (Sch.dul. HI
10. Debl1. Mortgage liabilili... li.n, (Schedule I)
11. Tolal O.dUdionl (Iolollin., 9 & 10)
12. Nel Value of ellOlt (line B minulline 11)
13. Charitable and Ga-wernmenlol Seques" (Schedule JI
14. Nel Value Subj.d 10 Taalline 12 minus line '31
15. Spoulal Tranlf.rs (for dalll 01 d.alh ah.r 6.30.94)
5.. Inltructionl for Applicable P.rcenloge on Ruen.
Side. (Include -wolu.. 'rom Schedule K or Schedule M.I
16. Amount a' lint 14 tOKobl. 01 6% role
(Include -wolu.. from Schdule K or Schedule M.)
17 .b.me1.ll'lt -:, U", 14 Io:::-:ebl, :Jt I!% 'cle
(Includ. ...alues from Schedul. K or Schedule M,)
lB. Principal loK due (Add loK from lines 15. 16 and 17.)
19. Credill Spoulal Po-werty Credit Prior Paymenl1
+ 20,000.00
+
161
(71
Q32,919.63
I B I
(ql
20,206.63
74.06
20,280.69
412,638.94
(101
1111
1121
1131
1141
412,638.94
)(._::1
115)
(161
)( 06::1
24. 7~8 .~4
412,638.94
(17}_._-- _" .15 =
2~ ,758 .34
IIBI
"
5!
:c
0-
"
..
:I!
"
'"
"
"
0-
Inlerell
Oilcounl
1.000.00-
21.000.00
IIql
1201
3,758.34
(211
121AI
121BI
3.758:34
Ad .48 of 1994 provide. for Ihe redudlon of Ihe lax rale.lmpo.ed on Ihe nel value of Iransfe,. 10 or for
Ihe u.e of Ihe .pou.e. The role. a. pre.crlbed by Ihe .Ialule will bel
e 3% (.03) will be applicable for e.lale. of decedents dying on or after 7/1/94 and before 111196
e 2% (,02) will be applicable for e.lale. of decedents dying on or after 111196 and before 111197
e 1% (.01) will be applicable for e.lale. of decedents dying on or after 1/1/97 and before 111/98
e Spou.al Iransfer. occurring on or after 1/1/98 will be exempl from Inherllance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (..-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedenl make a transfer and:
a. retain the use or income of the property transferred. ............................,......'..................,
b. retain the right to designate who shall use the property transferred or its income, ..............,
c. retain a reversionary interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or carei ............,..,......................,
2. If death occurred on or before December 12, 1982, did decedenl within two years preceding
death tronsfer property without receiving adequate consideralioni If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration'.....................................................,......................................,....,.
:So lJid decedent own an 'in trust for' bank occourt at hi, or her death'......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
."
.'-...1
x
x
Ix
x
Ix
x
Ix
IIV,Il01 u. ,'J.lSI '*
COMMOHWIA\fH Of 'INHinVANIA
INHfI"AHC! tAl utUIH
IISIDlHI DECtOlH'
SCHEDULE A
REAL ESTATE
fiLE NUMBER
21-96-0985
ESTATE Of
SOURIlIER, MAIlGARET J.
(Prop.rty lolntly-own.d with RighI olSurvlvollhlp mu.1 b. dl.c1o..d on Sch.dul. fl All r.al..tal. .hould b. ..po.t.d 01 '01. mark.t valu.
which I. dlfln.d a.lh. prlc. 01 which p.op.rty would b. ..chang.d b.tw..n a willing buy.. and a willing ..n... nlllh.. b.lng comp.n.d
to buy 0' ..II. bolh having ..a..nabl. knowl.dg. 0' tho rll.vanl 'ad..
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
House and lot known and numbered as 307 East portland street
Borough ot Mechanicsburg, County ot cumberland, Pennsylvania.
Having an appraised value as set by protessional appraisal
by L. G. Conner lleal'Estate Appraiser
82,000.00
- .___0'_'-- ----....--..-..-.--.--.--.-------.-. .-.-'
s
82,000.00
TOTAllAho enter on linlt 1, R.ecoDIlulat1on)
-,-,-.---.-.---.--.-
f "'crp .::tect" '\ ....e-::..c .,,," ~Cdj1'o!"'ar ,....., ";; ,:]!'"'fO ! :r
SUMMARY OF SALIENT FEATURES
Svtll'C1.ddllU 307 SUIt l'OItiard Street
uquo.tI>OlO' lJeej BCdt 191', Page 32
C,~ M!<;hanicsl:Ut9
COlin" QJrtlerlard
I~' PA
I. COlli 17055
CW\lS"'" 3240-0114
MlpR&laentl
S..PncI I N/A
0.. 01 s.. N/A
__/C"" N/A
,....- RichaI'd c, sreJ,baker, E9:1,
Sill \SQlIlIl frtll 1,006
Pntlpa SQUllt fool I
Aver.q3
All 43
COndrtOft Aver.q3
1..._ 5
BllSrooml 3
BI'" 1
"ppt.",.
D.. of APIIUIlC'O y.~c
l(aIeI'l oar:et /LeSter Q:rlrXlt'
.tl:7Jalber 20, 1996
rlNlhltlNlE01 Ylll.il
I 62,000
l G CoMO' ~tM hUtt Aocr....
UNIFORM RESIDENTIAL A P A SA REPOR
~I!!ll'"'''' 3\l1.J;<\Iit _ ~lil/l1 St~ - - ~
1~m...J:et'd-~ 19T.,1\'()\l-3,
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,,, hi' "" ' ".. '''' . ,,11<""" ~, I' PUll C,,,,,,,,,.m"<IO 0' HOl ...
~",..JIlitlU_~te]ol;X'e:9-- _. __ _. _'_ ....f\II!!!!!'. CIf'491!!l~ 3240.0U4
.i!!!f!!ILLJlLA---- _ 2~'w~IUl'----- ...J1,j!~,"'-!'!!I~~lol/I'''''...'''''nld'!!II!~Il.... NLlL.
~...LB1a;mlJ:.,.~r,JSl.-.-2!!~....Li4~St~~;JiAJ1O~5
. ,,0. I t r r 0"'''' 21' 1
lOClIOn jUrtlll\ \~JSWbllrtlln ,~RlIlll I ~ \ ~ \ .........,. I unt-c;hqI
I.." (ZlOollll' rJI\II' ::::-Ju",.21' : -- r~, j'*l 'CIll''''''' JLJ U!l1t011"" OlJUlr
alOW'"" ORa.. [111'." L:~''''' : \Xio.", l... 2-11,..""" --5-i w""oc..
,,,""'.... 0""''''''''9 ~lIl,... C,Oe<- 'L,I""" · . .....,,""" ----:1'.
\ltlftllId<\'"~ 0'''''''1' lXjkl.IIIl'<.' 000.": \ ~,,,"'~I'I "IIlOlTlNnl, .c"""",,oI 10 '
..."""'.... nv",.'''''' fXlH_""'- ~L. VI< 01." . 5 40.50 I
No'" R_........ ..clalcornpo'- 0'''' n'lVhOo"'ood'" not .ppl.,.."........
HIliI~""''''-.''',..'''...''' ~J:l.lslCPtW in the nnrtMill!r "':""Tm1l:. of tl'A ...".."m of
W"hMl'"'il2'f9..Jle~e9 !lIt! fu:!i~~ cn_~~ """.
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m11Q~>9l prn""tt'(.~in.3=~ are ~l~;Ulle"':
CTT1ll a v;oriety...QL.~thJ 7
p:;lj,ptS fnr 30 \IY'\ilI1l, 5el1~mt
1 assi is '
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Ot\tllb. common trtntn5 and Itcltltol'UI "c.'tln N A
0"""'''' ~:...lL6ll~.-lt ~1.:l.5~ lt~..jle~-x..3ll-..%' tpr ~ ,.."II''''
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l'IW"I"......to DtJlO<ll1 C"11C'lll""c<"",m,",'GlI"'""'IIl'"h:;''''" W"'''''''' 10""1'
H1'!1!!~JlJ'I!I"'9'''''' ,;'1!I"'''"'''' i.'._'''I~.nl.- _ _____----.---lV..
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w." 00__-------"..... ~te rJ 00 ,flMI,...oIrooGl\IlW.... Dv. OOHo
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enz:;xQ;! t ial assesgl'l'{ltS or ccror a::n:lJ, i tha..o.Ud ivel ,~~'
QII'll\llOISCIUP1IOH ,01IAiORDE'CAi'IIOH \'OUHOPlIllfti:3BA'EMIHI~. IIl5\1JoIIllft \
"'"V"'" .l- \ to,,,,,,,, , ,On, b1k~'.' Ol",,1L ~Roo' _0
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!mlngN....... ~~l,rB:W""""',.. l\1~_!h!h--JOI..."'" ~ .......Fd ,"'" ~~ete~__D
.,,(tnl ~_.jS.""~"",,, ~a=-~"- ~......."'" 1ll...En1!1h ~il"__00
"<<n'" n MOO,,,,,,,,"'''' ",..."" . I
ROOMS ; ,. " 0'" ,,"..n Ocn fa....m IIoC Am ",~o'" ,I. lau'"
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,t,J.rnl ,",1l0ntnUltlIC0l"4It,(lr" l\~tr. n t..l n:1 ~:n,~ II ~~I~;G:;;' ..n~ 10:~ ',jt\Q"'~ t~ 1 ~..,...tnlll'l C'lt II"Oi"O'tmen~, en'" ,.~ ,el~, r.icr~
,._,..,..,. "..""..."""., ~-ere are :-c ~'<l_~r_ ~~ _:~~;\1 ~ll-o~rn\ -
'.n_:_' :_P-=t~:.,~.,'..:-r'---'r. '~,' ....__-' _: .~" ~:-=''-::'' :->;,>.~ -,P -: "n~"'" ~ ~11\\
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p""""A04Itl' ..J1lL~~~aIll-Stoee~. ' .-
~,rg_ _ __~~IO!!L~
'rld" C
'!l~P
Sl.' PA
:illlL 17055
NEIGHBORHOOD COMMENTS CONT'o:
goal rmrl<eC d<JTtIn1, 'Ihl U,S, NJVal SJWlyeepc:c is lcx:acOO a1ll block east. of
t.ha subject., O:her c:cmrorcW ard iI'r1JSt.rlal uses are within a a1ll co tllIee
block m:llus. well is o::mrcn fer t.ha iU1lil lIn1 sInlld rtt af fect.
J111I\<etabUit:y, Bosed cp:n di8(1lSSi(J1ll wich bId<2I'S/l~irg ag<3U:lI. t.ha
iJnred1at.e CX]1111!IXial/iI'r1JSt.rial InUueroes do rtt deter b.Jyel1I' '!he iU1lil is
~irg lIn1 t.ha CX]1111!IX1al/iJ'tilSt.rlal Wluen:es do rtt affect.
J111I\<er;.abilit.y in rarcs of chis price r:arql, '!he ~ pric:s:i !-are in t.ha
eencral Penn t-11lci-I.1SC, 1J1C, for all areas is $107.000,
SITE CONT'O:
1npaCt. al t.ha value of t.ha subject. ~,
CONDITION OF IMPROVEMENTS CoNT'o:
'!he CXJl5Ct\lCt.ial q.Wicy is cypical fer t.ha area, Bosed al nainJ:enan::e.
c:crd1cicn & ccrparisa1 co CXJ!t:eCirg nei~' t.ha est.ilTBt.Ed effective
III:P is tel"" t.ha ac;t.UalIll:P' RTtSical iiepreciadal is we t.O iJ3C ard
defernD rmint.B\lIlCI!, Ulless cWeIwise nent.icred. t.haIt!..ere It'l si~f1c:ant.
it.lJ1'6 ci;6eIVEd chat. req.rlra:! !JTltBllat.e tepair, lb ecxranic d:SJlescm:e '08!1
ciJl;erVI!d, 1l>eIe...as funCt.icr.al cilSOlescxnce we co t.ha 60 iIfP elect.rlcal
service ,
ADVERSE ENVIRONMENTAL CONDITIONS CON1'O:
lead baSED paint. ~ be present., '!he mu:l<ec ck::e5 rtt p3laliZe t.ha ~.
wC t.ha client. sInlld be advised of ics p::lSSible ex1st.ence, IC is as~
t.!1at. it. is rtt present., If t.ha client. haS a cm::em. tl>en a crJal1fia1 ~
sInlld be cCI'u:aCt.oo,
COMMENTS ON SALES COMPARISON CONT'O:
l'djuscreru: nade fer I.aJ:13et' size; ~ finish similar co subject. wich
ad1icicr.al bed=TI, Sale n2 repairS teflect. FW\ ~ chat. seller
~ace tOOf, Sale ha1 siInUar tee = in baflSl'BIl: wich ad:1it.icr.al 1::eQrcXm,
QJerSized garage wich sl<Ylight.S ard ad1iticr.al stcrll'3" shelves '08!1 ~ al
co !-are, Sale n3 similar in siZe, simiJ,ar baflSl'BIl: finish, FunCticr.al
utUicy adjuscreru: reflect.s 9Jbjeet.' s 60 alp electrical seNice, sore
adjuscreru:s ~ I","","""ds:! guidelineS. bJt -.ere (X%lSi.clera1 aw"~iar.e
in atder to reflect. a crue naxNlC value, All sales CXJl5i.clera1 ~y, M:St
-.eight. placed al Sale "3 ..nich l-..xI t.ha least. ~ ard gIC65 adjuscreru:s'
SUPPLEMENTAL CERTtFICATIONS:
I cert:ifl' t.!1ac:
_ '!his awnrisal haS been prepare:1 in a;nf(llIltl.cy wiw t.ha ~ of
t.ha Q:de of PrOfe5sicr.al Ethics lIn1 t.ha stardUtIS of PrOfessicr.al ~
PraCt.ice of t.ha ~sal tnscicut.o,
_ '!he use of chis rep:l~ is subject. to t.ha ~ of t.ha ~
tnst.it.ut.e reJ,atit'g t.o review Of its duly autbJrized I"I""s'1'1tat.ives,
_ '!he ~sal Insticut.e ccrd1Ct.S a vcluncarl i"-V:l"dlI of a:ru;inJin3
edJcatial fer it.s de5ig'l<lt.a1 rran:ers, wus. SlU'lIS are SAA5 >h:l rreet t.ha
mi,niInJt1 starrlaI'ds of chis I'"""",,,n are ~ p!ricdic ea:caticr.al
cert:ificatiCJl. lIS of t.ha dat.e of this repoI1:, I. tester G, Q%:"Ot'. l'aW
<XJIlllet.a1 t.ha req.urerBlt.5 un:ler t.ha CCJ'Itin1in3 edJcat.icn F",,"dl\ of t.ha
t(:ptaisal tnst.it.ut.e.
-IJ; I I ""-' I :bs
^ tl/.'J ^- .' JI!~/ r'<
!(aren r:arrey. aro<eI'. GU. ,o:;w.
PA =ifiOO cs-eral Ml'Pralset'
-l: L t;. f~~L-~'V
LeSter G. c:a-.x=. w.I
PA =lfia1 ~ra.:. rt:Pralset'
DEFINlnON OF MARKET VALUE: '110 /11.11 .,,,,,. "". .""" I ........ ,"". 'MIl" I......... I/O',," II\IRII.... oj --
'IIIU.'. tl ~ lu UI N CIl'" IncI \tin utA ~,tnQ PllllSlt'I". UlOW~gubtf' 'nII nl'l1TWlQ III pra _ 1'0' alllC~ ~ \lndVl ,~... nslCll.. tot
dchnlttOn " N CO/l'Sll/M\l1Otl 01. "I u ot I '",lIed lua It'd N P"llIlQ 01111I trom ulIt tl b",. "no. CrmlrtonI wlWlOf 111 Duy. &nllI '* II'
trPc.lfr IhJtflld i2I bon ~r1leIll' .tllllalmed or wllll1ratld_ .1'10 uen .UtIQ II.Nt hi (1m..'" hlI own tleIll'l..t m I rwonlbll ... II lI:Ntd
lot lJ&lOIlIl' en .. occn ""fUl141 P',nvnll' ITlIOI In lefms 01 enft en US dO"" Olin tnnI 01 fln&ncloll wang... COmplllDII fWlb. Il'tlI t1J hi (lOtI
Irprtuntl h ~lrNl cO",llanon 101 N proptrty lOtJ ul\lnetttl D, ,peeloll Of ClUIW. t.n.arcll'llJ or IlIeI concaU3f'l11 Ollnll:l br ,,.,ora ""-IOCyl!d .Ift
....UII
. AdlUltnena ID N comll"'CteS mllll CI fNdI 101 ,,*,,1 01 (IU.... flnUcW'lQ ot u. concn":I~ No UlUltnenS III ~
lOt I'\OU co.. .1\(" '" rw:lIm.fy plIO by Ultfl U I .tIlIlI 01 ..dlDOn or lIw III ,I ""rUt '11.1. MI ~. III lUG" Ilnt.ltlll
,.1 h ,. u,1 flt$. (Ola .n ,R'" U "In unucOOM 511<<1011 01 tlu.... fWntW'IQ UlUlrnena un Of m&Ot U b
com~IID. ~rcp,ctff tI, comUII"", b hruncll'lQ ~m, oncled ty I hd pan, tnllD.lOORiI klnCIu toll cs nol nuetr Il'MfrId WI I'll
SlIOputr CI ,anntllOn AI'fJ U",UNIlI il'1C1ll:J nol U 'U:III.181 en a motl'llnuJ 1l0kJ IOf 11011' '01' 01 I'll IIN/'lClI'IIJ or (Ol'ItaU)ft
bill t4 GOIII amounl 01 a,., U",U'TlInl lllOlltS aOOlolllN1I IN mlrufl 'IUoon b hi flN/'lCU'lQ 01 'O/'lCesllOlll tUld en U'lI
appralu.Illlct;emcnl
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: 'I< "''''lO'' ,,,,"'..on fII' I.",,, ~ '" 10...... ,_ . ,",,,,, ~ .. ~.I''''1
tOnGl1lQnl
I nil "Ipr'llel' 111I nol b. l'espoMlDlllor mallUl 01 J Ie9II Nil" NoI Jnccl clflef fie crcWtr btII'IQ JPPIIGed or N IDI t) It. ThI JPpl'U8' &lIUmes NI
N IDl t$ oooa .'~ tT'.maIlCe InIl, hltlor,. d 1'101 ,enll" In., OPIIl(In, ItMJIll '" ne thl pfOperty IS uprllUO on N OUG ollt bInIl u~CI rlSpoIIllClI
cwnCllrllp
2 TI'lI 'OPlllS" 1'1I1 prouSed I ,ulth '" h IPPf.II.I.tpol1 t) INlW IpprODmlllllltNftUlftl 01 III unplarements Ind III I.n:n IS ""Illd oNf b UI"I
N 'UOII ol....IIQOn Il't ,,,uUlW'IQ N PIOPIIYf Ind Unclllltlnoll'l; N IPPf"ser I etllltmlnnon 01 ID su.
3 rN IpprlGU ""1 cunmed IflI UlllIblE !bod INDI 1\IIIIC c/17..~ed br I'll feeler.1 EmervtI"CY IU"'OCmenIAgerq (or oM dUllOurusl am N.I tv:Itd
11'I III IPDI'.lIl1l1ool1 .neb. III MllOCl 111t II bcl~ 11'I." llleMlltd SPCCIJI fboO KmrG AtU 8oc,,,," I'll 'PDr.o IS noli Ivnll'or, hi or IhI mues
no GIl"lnlla, Cr;ltsl Olldlpked, ftq.rllltlQ 1\IS GeltfmlNllOn
. TI'lI 'PP"II. w. fIOl 0''1'1 ~amony Of 'PPUf 1ft coul1 Cecnlt n. 01 II'lIINIl. '1' .ppr.1ll101 I'll propertt In QUesDCln. untU I.tI'c anm;1I'1** b GO
'0 Ny. OOtl'l mIlS' CtIOtWnd.
~ The .ppr.ZWf 1'1I1 eslmlleCllIt 'I~' 01 III Lind '" fit tOIIIPpIOI,n II III lflQl'IcSl 1r1J beSl USl 1r1J III V1\CI.aremcnts &1 hi C'OI1I'tlubtJ yaW. n..
"",,'1. 'fIt.lUons 01 h I.IncI .na Im~louments mull ntll tc uled '" tOl\fUncDon .,,, 'llY 0...... IPPII'IIJj Ind II' .muet d "" JII &0 vUd.
6 ThI IPPUlltI' ""I notld 1ft I\e 1D0UI..II~r1 .ny I","cne condlDO", IllKn u. needed fep&lfl. Gepu:CI&DOfI. N ptes.. 01 fl.WrIlO\ll wUD. me
IIIDtUnc:n n:: I ctuned GUI~ III IItIDCCDOn 01 h IllblC'C' c'oDtl'lr Of 1\&1 ne 01 .N beC.me .w." 01 etUlr'IQ N flQlmal Ics.ultft I'Jfolrtd WI pIl1OmW'IO
flc 'PPulSll Unal 01\U'lf1l. .UIeCI .n N IPPlltS.1 ICDOn. C'II IPpl""11 NI no knowellG' 01 'fIy ntdllcn 01 Ul'llpp.&letll tonlhllOfll 01 n ptO,*" Of
.lh'1IBI rm.onmenlll cllndllOns 1U'l(~1l1l'lQ hi prcsenc. 01 NutOOlll wua, buc luDlDllCa. et.1 NI .outi IN" .... PIO'*" mn or .. ,~ and
NI .lIumed ,..., reI III no IIcn COMltcl1l ,nG mua no Qult.n.. 01 wlmn1lel, =resl o. 1I'nglWld, 180UC1'lO III coMitOn 01 fa PfOPIfft, JltI
'DPUIItf .11 tv:Il t4 IcsponslClI 101' .ny SII,n conltillON 1\11 CIa tosl or IOf Iny en;.....-.o or D~ 1\11 nu;f'lt bI fllQUIe:i b IlIoCCPfM wl'dW IlKft
conGlDOns ual kI",,, 1\1 IDPtIIIU II nol In .-' '" N Ilctii 01 ,""o""*'DI twlrlll, fII Ippua&J 110011 mull rr:t be c:ora_1d 11 an
etlI.onmcnllllUalmrnl 01 rw: properl)'
7 rhl 001'" Cbll_ .... Il'IlOnnnon. allNln. Ind Op.-uortI 1\11 WII' 1IIl1,,,ect Il'l hi 10pI'IIIII '10011 nom IOUlca NI ,... or &hi aws"" II be
Ictlb. InlI tettrts r.tm t) b. tUI .nlI correct Ii'll 'PPllller con 1101 .nulTII raocnsclI.1y lor hi ICCllllty gl Illtn 1'eIM 1\11 wn fI.Irr'IaMJ by C1W
Plrtes
a r,... 'PPllesa d nol etllCtJSC fie con1rnlS 01 1\1 IlIprlllll Icpon lIupl .. ~r.n"ee1 IJI 1ft N "'ndorm SlIitnd.f111 gl PtoTelllON1 APClI'l&'I PtICIC.I.
9 r,... IIlDIII.a ",11 cued I'll' 01 nff 'PPIIII.I llporl InlI 'Itollon tonct.lllCn 1:1 In .ppIII...1 ,...1 " svCIllCI t) "'hlltblY tOfl'lCldClln. IIClUI. or
I~nonl on hi lu~mp'on flll completen 01 t,c "";lIo'fCrntnlS ..1 te IICt10Imed '". wOn:Nn&U manner
10 fl'\t lilli/Iliff mill! prO'ftdc rus o. nef pllOl .lIntn consenl telO" ~C Enaer.-uent Specified 111 III 'POII"II fCpan tin IlIlNuIl c.. 'DPI.IIIJ IC(lOIt
Ilnt~llltlQ COI'UIUlrtl .boul fl. ~101len, ukle, N a=~/I;ltI' I IIlcnn, InG ~/Olts'ICNI Gcu:lnIllCnJ, InIl IIluenta b ''''' PtOlcsU)NI 'DOlllUl
O'G'l'IU'loonl or t4 101m ..,,, .nltft .... 4~1I'"1I1f IS 'U<<lItd, " '",Ont Ohl' Non N llolr;o...-, fit mort;1.gee Of Its Il.ItU'IOfl .M '"~"'. fit ~.G'
111I1111(, conslltolnzs ~rclesllOl'IIl 11111111111 orQlnllnon', 1"'1 \\11 Of Ir(lfllfr '1I111O'fed t.nanc:1I1 w'll~n. Of .ny cllO-lrtnenL I;erq, Of I'lIlul1*lD'"
01 ,.. Ur'll~ S~'" tl Iny 1\111: 01 h C,\1r1t1 01 CoklmOIl cllcel 1'..1 fie ~noCIICkt1lllN, cllll\Cull hi proOlltY CtKtl(lton .ecllOn 01 .. lepgn o/'llf " ilia
cObDOn 01 IC;lO'IIlQ ItI'tltClII wlhM n41WJ; to O~UIfI ::.e .;prll\fl I "'lUl .'It'Cn consent Tn. .PP/'''tI'I wnlliCn tonsall .~ UPft'lII I~"'I .M
tic c~U.neo :cr~fc :-.e IPIIlllut ~In tc (ol1'rntd t, .",o~c la :Ie "..l.~ :'JOw;n U1CfUIOQ. "w~" ~eu.c;onl, !'ft' uts ~ ,;!II me:11l
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ALL fllAT Ctl!'l'AlM lieN" .nd Lot or r.l"INftd Illud. in \hI BonNet! 0: l'-cn..
ulub\lrl. Coun", or Cu_tltrhnd Ind StAl. or r.M.,innl., bound,1i .n4 ducrlbillS
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nlnt"1 (90) hit. WnL at "ht Hart"".." .c:omtr or \.tit 1nun,cUon or rl1~rt
and 'or\und S"re,"I, .ho at. \1'10 dlyldLnC U,. bet",," Loll KOI, , aM 10,
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(61.78) fht t.o I poinl. al. the dlt\lSlnc 1\n. bltwe.n Lot. ~o', 10 Ind U, lIloca
A, on ullS flJinl \.h,ne. ,,"ort" 1.9 de"",, Od AIIl\lt.e1 "'ut, done the ....,Ilch\'
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itt:.: Lot ;10. 10, ~loc~ ,'" : 'an or '.Mtot' ~'C"'I ,Ild, Phn till,,: ncorc:llS
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'llVl~I'; In.,~on ,"CUd a oll....lol")' 11\lC_ (".llln, 11011I0 known II ilo. J:)'f
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or l:tRn, 19)L, and ",cord.d ln U'lI' orrlu oC tII. ll.conStr or Dudl 1ft tnd ror
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I"nt'd and cotlVllccS \Into Aobtrl. L. ,....d AM ~.I1'1 A. "..d, hh wiC., U\I Inntors
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and dlll,..r~d to '.t. A. Clark' HorCtlr.- COl"lp,nJ, Hortc-t" bJ tnl
r.rlntor' hlrtln II nortEISorl, hlVlns I pru.nt prlne,s:"l blle.nca ot
\o1'J,Ol!&,Q8, whlr.h ..ld !'Ior\SIr.r " rlcoro1.d In th' CUl'lbuhnd C')uMJ
M".,r.'''r'' ort1~' ln ,",orteu" !3.,-k NO. ,,/', PIC' .JiI. p,,,,,,'n\ or
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181
I
SKETCH/AREA TABLE ADDENDUM
r..No.6-138
8
U
B
J
E
C
T
~CocII
orl.nd
SII"
P
7
,,,tftdtl
d
13'
I 3'
M
p
R
o
V
E
M
E
N
T
5
5
K
E
T
C
H
1 CAR
CARAGE
37
23'
RANCH
13'
24,5'
30.5'
20.5'
6'
COVERED PORCH
I
6' 1
1
'6.5'
r..__-------
20.5'
S('.Al.E: 1tnc:n. \0''''
"
R
E
"
C
"
L
C
U
L
"
T
I
o
N
5
AREA CALCULATIONS SUMMARY
"ro. Nlmo of ...ru 51.. Tot.11
G1AI UNCM 100S.SO IDOS,SO
PClI CMIID POItM m,OO 111,00
GAl ,",UCol 199.00 199,00
UVING AREA CALCULATIONS
8r..kdown 5ublollll
~
17.00 I 14,50 9Q6,SO "
.
160S0 I 6,00 99,00 .
.
.,
'006
TOTAL L\V ABLE (roundeOl
'006
..,. .,,,"'4:)1
"\1-11011"11111
'*'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PRO PERrY
Plla.. Print or ~ I
fiLE NUMBER
21-96-0985
COMMONWIAl1H O. 'INNS'tlVANIA
IHHllnANCI fAX lnulH
IUIDIHf DIC'DIH'
ES ;\TE Of
SOURIlIER. MAROARET J.
(AII......rty I...'........... wI'h 'ho .'Ih' 01 S.rvl-.hl. ...., be dl"'..... .. _d.1o f)
, ,
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
,
i
,/
I
1
2
York Federal. passbook savings account 1010-181791
31.0111.69
116.78
85.00
i
'I
3
II
Accrued interest York Federal savi~gs account
Jewelry - appraised by Mumma's Jewelry Store
1987 Plymouth Horizon. salvage value
1.1111.110
1119.00
9.52
"
"
"
Ii
5
6
Travelers Auto Insurance - refund of premium
cash
I J I '.5
TOTAL (AlIa enter on ine 5, Recapilu alion
32.1119.39
IAlloe" COd.llonol ev," "C ',.. ."eef, ,f ",ote IDOC. " !'I..dedl
..
~fUMM~S
'E.lJ.7E.t-r.'1 .Jto't~
34 WEST MAIN STREET
MECHANICSBURG, PA, 17055
APPRAISAL
,_"1- n
APPRAISAL
Phone: 766,9422
AppraISal For:
c 10 (LJ +,(4 c.-c. roc.lcJ uJ,~jc. ~ I
~.1l f:l\e.~ / Lt.VCA ~r
rei ~f.,llc
M41<~
I
(/)
ANti iU~
~.D
(J)
o 1J. wa..(cL ~/: J.o( -{;, p.P.NJJ LVa-JC.l"
10, 'U
wdl (JOIl'!
, ~} '" 4.("J L.a ckJ G; 0 LJ. 9uJ
S;,' oJ
(4) O~AL.. Loc::.~ .... ~, 'F- L1.J! G....,'o...cJ 1:'. "d
(s) ~rI~'\'" Lo\\'t'-1 "f, Ro J .J. L...C.tc.& oJ .t~ p:c~.J- .
IO,U'"
LU d(. ~fo< ( A c.c. .J I\.IJ.. tdvl. 12" oJ....f Q I$". IF"
,,) ""A" '. S fll 'N!-LoU
,
,-'I) I S\~P..O...L G.{:. l..o","~1 w.JJ. - 41rb, (v\oJ) If ~-, 00
fY\ ~N ~
.---
Z "II. .",
:J.
1h., ~DP'QI\OI con,lllul~' Our carefullv s'ud,ed op.n,on 01
~e reloll replacement co" through QUr 10(1101181
! e d.,uen ,ate, nolure ...olue
ot Ine o".c1el\' deiCubed oba I
v., 1"10 or 0' lP,e l"'lount,ngl'! I-ove pefmlll"d
able'yOllon We onu"'O I b I
. no '0 "tv w,oh ..'D." '0 onv oC"Dn ,hot ,"OV b.
"Il.en on 1M! bOI" at It'll\ opprol,ol
~, rv\ "~M .'
J.CC'~ ,t"
..,,-UOt... 111111
,;.~~
~~
COMMONWlAUH Of 'lNNnlVANIA
INHUtlAHCI TAl .nU.N
UlIDlNf DlC1DINf
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
ESTATE OF
SOURDIER, MAIIOAIlET J.
21-96-0985
J.I., ,....,(.).
A,
NAME
Nanc)' J. Todt
ADDRESS
226 Rock)' 111dge IIoad
D11loburg PA 17019
RELATIONSHIP TO DECEDENT
Daughter
B,
C.
J.I.t1YoOw..d pr.p."Y'
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMB'El JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT, DECEDENT'S INTEREST
TENANT JOINT
1. A 1/1/79 PNC Bank, Sav1ngo Account 511. 95 50J 255.98
No. 5030003571
2 A ~/~/83 York Federal, check1ng accoun 2,969.30 50J 1,~8~.65
No. 090-188525
I
I
I
, I
I I
I
I ,
,
,
,
I
I I , I
, I
TOTAL IAllo enter on lin~ 6, =l:ecocltulotlOni
5
l,7~0.63
,II "'or(' scac(' '\ ~....=('c ",efOt nac.' .,"OJ 1'1("el, d ':J.'T'!e 1:('1
united Vater PA _ ~aintain property durins administration
Bell Atlantic PA _ maintain property durins administration
- -,
..- ......
c.'f1i'.'
Wi ~I\
_ lIP
cC)lrN'OtiWI.utH o. ,(HN\lWAH'A
INHtlI1AHCl1A.1 IIIUIH
",IOIHt QICIDIHI
SCHEDULE H
\ FUNERAL EXPENSES,
ADMINISTRAnVE coSTS AND
MISCELLANEOUS EXPENSES
J Of
SOUR\lIER, MAROARE'l' J.
DESCRIPTION
ITEM \
NUMBER I
A. Funeral e.p"nu"
\,
Myers Funeral Home, Ine. - runeral service
e.
AdminiltratlvI CasU:
Plnanal Repre.entatiye Cammi..ians
Social SI,uri'Y Numblr 01 Penanal Repre.lntative,
Year Cammi..ian. paid
\,
2,
Allarney fee. snelbaker, Brenneman & spare, P. C.
3,
family e.emptian
Oaimant
Acldre.. 01 Claimant at dlc.d.nt'. death
Street Add,... -
Cily
Statl
_ Zip CadI
Relatian.hip
A.
\prabat. fe.. Resister or VilIs, cumberland county
\ Mi".lIaneoul e.pense..
, Resister or VilIs, rilins fee this return
c.
cumberland Law Journal. advertise ExecutriX notice
1.
2,
patriot-News Co., advertise ExecutriX notice
3,
4,
5,
AT & T, maintain property durins administration
6.
L. O. Conner Real Estate APpraiser, appraisal
7.
Boroush of MechanicsburS, sewer/refuse
B.
21-96-0985
\ AMOUNT
6,511.50
\
-\
I
\
\
=\
I
,
I
10,000.00
226.00
15.00
60.00
71.24
74.44
152.99
87.30
250.00
212.10
TOTAL :..ho o!''''N -:n i Me': :.eCCCI'UIC~'C.
,. --
IIVltl",.,IUI
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Plla.1 Print ar TYPI
fiLE NUMBER
C()IlUIlOH\lIrI.ll" Of 'INN'"~.N'.
IN"lIlt.IoIUI.. .nUIN
,,"OINIOfCIOINt
ESTATE Of
21-96-0985
SOURIlIER, MAROARET J.
ITEM
NUMBER
AMOUNT
DESCRIPTION
1.
DiscoverCard, credit cord purchases prior to death
7~.o6
TOTAL (Aha I!nler on line 10. Recacululallanl
s
74.06
(II "'0'" ~cace ., "pefll'a !'1U!'" oad;r.cnol ,~t""., d lame! ze I
" ..
~
.' .
I Give, devise and be~ueath all the rest, residue und
re!:"e.inder of my estate, real, personal and r.:i:::ed, .:hatsoever
and l1heresOever the sarle ':la:: be situate, to .:;: duu::hter, ;:A1;C"i
J. ~ODT, absolutely anf ~eondi~~onallY.
I,
--'
In the event thn t 7.~' c.aughter, llAi:CY J. TOD~, should
prec.ecease me, or s~o~lc she die l1ithin thirty {30) days from
the date of my death, then ~n either of such events, I Give,
devise and bequeath ~y entire estate, of whatsoever nature and
~Iheresoever the same naj" be situate, to my t~IO {2) ;randchildren,
to ~Iit, AHY H. TODT and DC::ALD B. TODT, share and shore ali1<e,
per stirpes.
LAS~LY, ! nominate, constitute and appoint rlj dau3hter,
::~.rc"! J. TOD~, Executrix 0:' this ny Last \lill anG. ':estror.cnt, and
in t~e evont that my saie ~au~hter should predecease ne, or should
she be unable or um;ill~n: to serve in such cO-padt:: for any
reason, ':;:len ir. such event, ! nor:~no.tc, constitute Cond appoint
r'.j' t110 {2) grandchildren, the afore!:',entioned Ai'S. I:. TOD~ and
DO::;"LD B. TODT, Co-3xecu;:ors of this ,'ry Last ':!i'll and ~cstD.I'ent
in her place and stead, and in either ins tance, :: direct t'r.ut :ny
said per!lonal represento.t~ves be excused frofl pos;:;:.::r. bond or
other securit;,' for the i'ai"::h:'ul peri'or~lo.nce of t:.e1r dut Los.
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,
.'
n: '.i:~::::::SS ',:F.EREOF, I have ':1.ereunto sot rlj' hand ar.d ses.l
/! I !tv
/'oJ.'J liaj' 01' October, fL. D., 1993.
this
-?iI:'/.' ~d,; :<: -r '. ,...j;..-t, ';; /-tr.. .'-'
( .I i:!lI'Garet J. sourbior
.
SiGned, sealed, published and declared by the above
ne:caed, l:.~l'tGA?ET J. SOURBIER, as a~ci for ':1.er Last '::ill and
Testa.r.lent, in the presence 01' us, \1':-.0 have subscribed ou:'
na.r.les hereto as 'Ioli tnesses, at t;,e ::oequest of said testatri::,
in her presence and in the prese~ce 01' each other.
,. '_2~
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COMMONWEALTH OF PENNSYLVANIA )
55.
COUNTY OF CUMBERLAND
)
I, ,.;ARGARET J. SOUR!3IER , the test at rix
whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, 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 oS my free and volun-
tary act and deed, for the purposes therein contained. '.
Sworn and affirmed co and acknowledgod
;'lARGARET J. SOUR3IER , tho testatriX
day of Octobe'l" , A. D., 1993.
before me ~
, this .J) ,-
/J1Ctt "1~ ;J"'} ?::t.
:; I
COMMONWEALTH OF PENNSYLVANIA
)
)
"{,,. 1"Oi~:-n~L 3f'.AL 'Ii
, .',... "II' thlary N. ,
t.I~,P.IL VII I,~:.. "\(I.<~b"l.n4 C.unty
Mt'han",bu'L "".. N (j '9~~
My C.mm"\I.n f ~~~. ~'.':"- .-
,-..--
55.
COUNTY OF CUMBERLAND
We, the undersigned, J. ROBERT STAUFFER
and. ERnCA L. LEVEii.-IAGEN , the witnesses whose names arc
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
test at rix, HARGARET J. SOURBIER ' sign and exe-
cute the instrument as ~her Last Will ond Testament; that the
said testar rix, ,lARGARET J. SOURBIER ,exocuted it as
~/her fr~e and voluntary act for the purposos therein oxprossedj
that each cf us, in the hearing and sight of the testat~, signed
the Will as witnessesj and that to the best of our knowlodge, tho
testat rix was, at the time, eighteen (18) or more yoars of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and
me. this
October
subscribed to befor~
.-1,(1'- day of
1993.
, /J1Ct __ iit-
./
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[ ,/ N A~!..L. -;FAL
MARILY'II K/.' I ,~,' ':.' I'Y Pub'"
Mfthamt'b\lrl B~r:, C"II,llfQ.ln4 Cl"nt ~
M, Ccmmt:'lOn F I;,rl\ ~lt, (" 11,)~.
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COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
lHt*-RI1ANCr fAX Dlvlst"..
DlPI. :aha I
HAAAISIUWG. Pi 111:a'ObOI
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-15-97
SOURBIER
11-20-96
21 96-0985
CUMBERLANO
101
RICHARD C SNELBAKER ESa
44 W MAIN ST
MECHANICSBURG PA 17055
Allount Renltt.d
,"
'....
"".~,l!
'f/'(.,~~\'
ilt~~,l'*
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiY:is4i-EX-"FP-ioii:9'f'--iiiir-iCE--OF-YNHEifii'ANCE-TAX-iippRiiISEHEii;--,--"Li:oiiAHcE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SOURBIER MARGARET J FILE NO. 21 96-6985 ACN 101 DATE 12-15-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Est.t. (Schedule Al
2. Stocks and Bonds (Schedula 8)
3. Closely Held stock/Partnership Int.rast (Schedule C)
4. Hortg.ga./Hot.. Raceivabla (Schedule DJ
5. Cash/Sank Deposits/Misc. Parsonal Property (Schedule EJ
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total AI..t.
I CHANGED
III
C21
(31
(41
CSI
C61
(71
82.000,00
316.759.61
.00
,00
32.419.39
1.740.63
,00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expansas/Adn. Costs/Hi.c. Expense. (Schedule H)
10. Debts/Hortgaga liabilities/Llans (Schedule X)
11. Totel Deduction.
12. Het Value of Tex Return
13. Chariteble/GovernMent.l aeque.t.l Hon-elected 9113 Trusts (Schadule J)
14. H.t Value of Estata Subj.ct to rax
20.206,63
74.06
(111
Cl21
Cl31
Cl41
C91
ClOI
",.Ih' IIII' 11""1
MARGARET
HOTE: To in sur. prop.r
cradit to your account,
SUbMit the upp.r portion
of this forM Mith your
tax paYln8nt.
432.919,63
:>n.:>nn ~g
412.638.94
,00
412.638,94
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSHENT OF TAX:
15, AMount of Line 14 .t Spousal rate (15)
16. AMOunt of Line 14 taxable .t Lin.al/Class A rat. (1&)
17. AMOunt of Lina 14 taxable at Coll.t.ral/Class a rat. (17)
18. Principal Tax Dua
NOTE:
TAX CREDITS:
PAYHENT
DATE
02-18-97
09-15-97
RECEIPT
NUH8ER
AA185177
AA242239
DISCOUNT (.1
INTEREST/PEN PAID C-I
1.052,63
23,80-
,00 X .00=
412.638,94 X ,06=
,00 X ,15=
Cl81
AHOUNT PAID
20.000,00
3.758,34
I TOTAL TAX CREDIT I
'BALANCE OF TAX DUE!
INTEREST AND PEN.
TOTAL DUE
,00
24.758,34
,00
24.758,34
24.787,17
28.83CR
,00
28,83CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST,
C 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 FORH FOR INSTRUCTIONS,I
AESEAVATIONl Est.t.. of d.e.d.nts dying on or b.for. O.c..b.r IZ. l~aZ -- If any future Int.rest In the .stat. I. tran.I.rr.d
In Po.....lon or .njoy..nt to Cia.. a Icoll.t.r.11 bln.llel.rl.. 01 the d.e.d.nt aft.r the ..plratlon of any ..t.te for
III. or lor y..r., the Co..onw..lth h.reby ..pre..ly r...rv.. the right to .ppr.I.. and ....s. tr.n.f.r Inh.rlt.ne. T....
.t the lawful CI.ss I Icollat.r.l) r.t. on .ny .ueh luture Int.r..t,
PUAPOU OF
NOTICE:
To fulfill the r.qulrea.nt. of S.etlon ZI~O of the Inh.rltanc. .nd E.tet. T.x Act, Act 21 of I99S. (12 P.S.
S.ct Ion 91~0).
PAVtENT I
a.t.ch the top portion of thl. Hotlce end sub.lt with your pay..nt to the A.gl.t.r of Wills prlnt.d on the r.v.r.. .Id..
uH_. chick or .on.y ord.r paYable tal REGISTER OF MILLS, AGENT
AEfUND (CAh
A r.fund of a ta. er.dlt. which w.. not r.qu..t.d on the T.x R.turn, .ay b. r.qu..ted by coapl.tlng an ~Appltc.tlon
'or R.fund 0' P.nn.ylv.nl. Inh.rlt.nc. and E.t.t. Tax~ IREV-I!I!). Applle.tlon. .ra .v.ll.bl. at tha of'lc.
of the R.gI.t.r of will.. any 0' tha Z! Alvenul DI.trlct Offlc... or by c.lllng the .p.ct.l Z~-hour
.n.w.rlng ..rvlc. nu.b.r. for fora. ordlrlngl In Penn.ylvanl. 1-800-3&Z-ZOSO. aut.ld. P.nn'Ylv.nla and
within loc.l H.rrl.burg .r.. (111) 181-8094. TOOl (1111 77Z-ZZS2 (He.rlng lap.lr.d Only).
OlJECTIONSI Any party In Int.re.t not ..tl.fled with the .ppr.I....nt. .llow.nc. or dl.allowanc. of d.ductlon.. or ........nt
of t.. (Including dl.eount or Int.r..t) a. .hown on this Notlc. au.t obj.ct within .Ixty (60) d.ys of r.e.lpt of
this Notice bYJ
--wrltt.n prot..t to the PA D.part..nt of A.v.nu., loard of App.al', Dlpt. ZI1021. Harrl.burg, PA
.-lllctlon to have the .att.r d.t.r.lnld .t audit of the .ccount of the p.r.onal r.prl..ntatlv.,
.-appI.l to the Orph.n.' Court.
I7128-IOZl.
OR
OR
ADHIN
ISTAAfIVE
CORRECT IONS:
Factu.l .rrar. dl.covlr.d on thl. ........nt .hould b. .ddr....d In writing to: PA D.p.rt..nt of A.v.nue,
lur.au of Indlvldu.1 T..... ATTNt Po.t A.......nt A.vl.w Unit, Dept. 280601, H.rrl.burg. PA I11Z8-0601
Phon. (717) 181-6S0S. S.. page S af the bookl.t "In.tructlon. for Inhlrltanc. Tax A.turn for. A..ldent
D.c.d.nt~ (AEV-lSOI) for an e.plan.tlon of ad.lnl.tratlv.ly correctabl. .rror..
DISCOUNT:
l' any ta. due I. paid within thr.. (3) cal.ndar .onth. aft.r the d.c.dent', dlath. a flv. p.rClnt (5~) dl.count of
thl t.. p.ld I. allowld.
PENal TV :
The IS~ ta. .-ne.ty non-p.rtlclp.tlon pen.lty I. co~t.d on the total of the tax and Int.r..t .......d. and not
paid before January 18. 1996, the flr.t day .ft.r the Ind of the t.. ..nl.ty p.rlod. Thl. non-partlclp.tlon
p.n.lty I. .PPlal.bl. In the .... ..nn.r and In thl the .... tl.. plrlod .. you would app..l the ta. and Int.rl.t
that ha. b.en ......Id a. Indicated on thl. notice,
INTEREST I
Inter..t 1. eharg.d beginning with flr.t day 01 dellnqu.ncy. or nine (9) eonth. and on. (1) d.y fro. the d.te of
dlath, to the data of paye.nt. TaM" which blca.. d'llnqu.nt b.fore January I, I98Z b.ar Int.r..t at the rat. of
.1. C6~) p.reent p.r .nnua c.lculated at . d.lly r.tl of .000164. All t.... which b.c~.' d.llnqulnt on and after
January I, 1~8Z will bear Inter..t at . rat. which will vary fre. calendar year to calendar y..r with that rate
.nnounced by the Pi D.part..nt of A.vlnue. Thl .ppllcable Int.r..t rate. for 1982 through 19~8 ar.:
'!!!! Inhr..t R.t. Dally Int.r..t Fftetor !!!! Intlr..t AAt. Daily Intere" Faetar
19112 20~ .000S48 1987 .~ .000247
1983 16~ ,OD0438 1988-19'H 1l~ .000.\01
I~84 11~ .000301 1992 .~ .000247
19U U~ .00D3!l6 19IJ3-IIJ94 ,~ .000192
1986 10> .000214 IC,IJ!l-1998 .~ .0002~7
ulntarllt II c.lculat.d .. fol1o.11
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
4'Any Hotlel I"uld aft.r the t.. b.eo... dlllnquent will reflect an Int.r..t calculation to Ilfte.n 1151 day.
b.yond the d.t. af the a.......nt. If pay.ent is .ade after the Intere.t co.putatlan date shown on thl
Not Ie., addltlon.1 Intere.t .u.t b. ealculat.d.
\
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RECEIPT AND RELEASE
WHEREAS, Margaret J, Sourbier, late of Borough of
Mechanicsburg, county of Cumberland and Commonwealth of
Pennsylvania, died on November 20, 1996, having first made her
Last Will and Testament in writing probated before the Register
of Wills of said cumberland County on December 3, 1996, and
Letters Testamentary were issued on the same date to Nancy J,
Todt, the Executrix named in the Last Will and Testament of said
Decedent;
and
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent's Estate as set forth in her
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons named in the statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that we, and each of us,
Amy M, Todt, Donald B. Todt and Nancy J, Todt, being the
principal legatees and distributees named in the Will of said
Decedent and the persons entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
LAW OFFICt:O
SNELDAKER,
BRENNEMAN
L\ SPARE
and say that we, and each of us, have examined the attached
Account and statement of Proposed Distribution, and find the same
Common Pleas of Cumberland County - Orphans' Court Division, we,
and each of us, do hereby agree that the foregoing Account and
statement concerning the matter of settlement may be recorded
with the same effect upon us, and each of us, as if the same had
been reported upon by said Court, and a decree of distribution
made on such proposed statement of Distribution by the said Court
of Common Pleas - Orphans' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that we, and each of us, the said Amy M, Todt, Donald
B, Todt and Nancy J, Todt, do hereby agree that if any debts or
demands other than those included in the above referenced First
and Final Account, as hereinbefore set forth, shall be hereafter
recovered against the Estate of said Decedent and be legally
payable out of the same, that we, and each of us, will return to
the said Executrix such amounts thereof as may be necessary to
pay such debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hand and seal
this
5th day of August
1999,
WITNESSED BY:
"-~(\{\(J..lQ .K~ntJ:?}-~
LAW Ol'flCts
SNELOAKER.
BRENNEMAN
a: SPARE
A,~u .1ctl-r
.Amy Todt
~.b('q-df-
Donald B, Todt
~ I {" - (
) hM 16 >: _Jt'{ 1
Nancy ( .' Todt
(SEAL)
(SEAL)
(SEAL)
3
LAW OF'P'ICE:S
SNELDAKER.
BRENNEMAN
&: SPARE
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
Tho Accountont cloims crodit for tho P"Vlllont of tho following itOIllS frolll
Docodont's Porsonollv Account:
1, UnUod Wotor of PA, wotor sorvico
2, 0011 Atlontic, phono sorvico
3. AT&T, phone oquiplIlonl rontol
4. L.G. Connor Rool Estoto Approisors, oPllroisol
5, Oiscovor Cord, crodit cord billing
6. Borough of Mochonicsburg, rofuso billing
7, PP&L, oloctric sorvico
8. UGI, gos sorvico
9. Mvers Funorol Homo, funoral sorvico
10. Trovolors, promium for homoownors insuronco
11. PA Dopt of Rovonuo, 1996 porsonaltaxos
12, PNC Oank. N,A" chock printing foo
13, Rogister 01 Wills. filing foo for inhoritonco tox roturn
14, Rogistor 01 Wills, Agont, inhoritanco tox povment
15. Register 01 Wills, additional probato leo
16. Chuck Orickor, Auctionoor, appraisal 01 household goods
17. Olizlord's Plumbing Hoating Co.. boilor ropairs
18, Snolbaker, 8renneman & Sparo, P,C.. attornov foes
19, Snelbakor, 8renneman & Sparo, p,C.. ropov costs advancod
a, Rogister 01 Wills, probato leo
b, Cumberland Law Journal, advortise Executrix notice
c, Patriot Nows, advortise Executrix notice
d. Registor 01 Wills, short certificatos
20. Reservo lor filing leos, accounting, taxes, etc.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY -INCOME ACCOUNT
DE81TS
The Accountant chargos horsell with the rocoipt 01 the lollowing
incomo Irom the investment 01 Personalty Principal:
1. AlIstato, dividends
2. Soars Roebuck, dividond
3. Dean Witter, High Incomo Advantago Trust, dividends
4. Doan Witlor, Oiscovor & Co.. dividend
5. York Fodoral Savings, intorost
6. PNC 8ank, N.A.. estate chocking account #5000861786, intorest
TOTAL, PERSONALTY, INCOME ACCOUNT, DE8ITS:
Pogo 2
. "_.-..,~,. -
\.
$ 145,46
277.10
149.00
250.00
74.06
407.70
410,47
1,244,30
6,511.50
402.00
202.00
60.25
15.00
23,758.34
140,00
15,00
125.86
10,000.00
381.24
226.00
60,00
77.24
18.00
450.00
$ 45,019,28
$ 6,449.50
6,173.20
1,061.83
3,712.80
254.97
563,64
$ 18,215.94
.
RECAPITULATION
PERSONALTY,
PRINCIPAL ACCOUNT:
Debits
Crodits
Belanco
$ 360,813,04
45.019,2B
$ 305.793.76
INCOME ACCOUNT:
Dobits
Crodlts
Balanco
$ lB,215.94
1.543,00
$ 16.672.94
TOTAL PERSONALTY
$ 322.466,70
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Oalance
$ 89,225,21
12.990.58
$ 76,234,63
INCOME ACCOUNT:
Debits
Credits
Balance
0,00
0.00
0.00
TOTAL REAL ESTATE:
$ 76,234.63
TOTAL FOR DISTRIBUTION,
$ 39B,701,33
Page 4
LAW Ol'FICt8
SNELDAKER,
BRENNEMAN
& SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Nancy J. Todl, Exocutrlx ond Accounlont horeln, proposos to
dlslribulo Iho bolonco 01 Iho Eslolo 01 MorunrOI J. Sourbior. Oocoosod. 10 wll:
$398,701.33 In occordonco with lho Losl Will ond Toslomonl 01 soid Docodonl
os tollows:
1. TO: Amy M, Todl
A, Boquost os por 110m Two ot Will $ 4,000.00
2, TO: Donold B. Todl
A. 80quosI os por 110m Two 01 Will 4,000,00
3, TO: Nancy J, Todt
100% 01 roslduo os por 110m Throo of Will
A. Allsloto Corp" 2,261 shoros of common stock 131,420,63
B. Doon Wittor.Discovor Co" 962 shoros of common stock 60,868,98
C, Soars Roebuck & Co" 2,440 shares of common stock 117,120,00
0, Oaen Witter, High Incomo Adventege Trust, 1,226 shares 7,360,00
E, Jowolry retoinod in kind 86.00
F, Cosh In Docedont's possession, retained in kind 9,62
G, Cesh 73,847,20
TOTAL FOR DISTRIBUTION: $ 398,701,33
Pago 5