HomeMy WebLinkAbout97-00199
I)ETITION .'OR I)ROHATE Ilnd C;RANT OF LETTERS
_ 0> I.... g'l-:J'lCI______
h:~I(}le oJ _._ m;LJ::N I~, TQjJll
Illso known as ... _
No.
To:
.___....~._.__ Register of Wills for the
._.__u.._.u_. ._.__ _._ __ , l)ec('lI.~rrl. County of_.~;\!Mlll\~lJ\WL_. In the
Social Security No, _.1.9.1\..)6.)) Z4 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents Ihnt:
YonI' petltloner(s), who Is/arc 18 years of age or ~WN~en~he esecul2'!:_..__._._ . named
In the last will of the uhove decedent, daled ..___..___.....~__.___L__..._.._~_____, 19..9L
and eodlell(s) dated _ ___...__.__ . _......_.__ __._.
(slille relCvlt1ll circllImtl\l1CCS, e.l(. rCI111nclntion, death of CKcc:ulor. etc,)
D d t d I'll d d I' Cumberland
eeen en was om c e at cut 1 111 _.__....__._.___
her last family or principal residence at.--.--llL}@at Hi~h
_--1l..Qrou~h of Q.!.lLl.IBIlL._____._____
(llsl ~lrccl, IlUmber and mundp&lity)
County, Pennsylvania, with
St" Carlisle , PA 17013
Decendent, then .......2.9~_{ears of age, died Feb. 13 , 19 97
at Carlisle, Cumber and COl~, PA .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate: was not the victim of a killing and was never adjudicated
incompetent: _________.
Decendent at death owned property with estimated values as follows:
(If domiciled in Po.) All personal property $ 750. gOO. 00
(If not domiciled In Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in COUnty $
Value of real estate In Pennsylvania $_
situated as follows: ]77 WeRt fligh StrltllL.-Carlisle. PA 130.000.00
WHEREFORE, petllloner(s) respectfully
presented herewith and the grant of lellers
theron.
reqnest(s) the probate of the last will and codlell(s)
testamentary
(lcWilllcntarYi administration C,I.ft,; administration d,b.n.c.l,ft,)
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Ff pcisl Trust Services ComnaQY
E...o.._Box no
Carlisle. PA 17013
717 240-4504
OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEALTH 011 PENNSYLVANIA } tiS
COUNTY 0)<' .-SUMBF.~LA!i~_.
The pctitioner(s) ahove-numed swear(s) or uffirm(s) that the statements in the foregoing petition are
true and correellO ti,e beSI of the knowledge and helief of pelitloner(s) and that as personal represen.
tatlve(s) of the above decedent petitioncr(s) will weiland truly admi\l~~ter the estate according to law.
Sworn to or a.ffirrned and suhscrihed _"'_'j(\I:~LjJil~ .' CIl
hefore me this ..__.___.?OJU ___ day of .l!l.llfi.__ LJlJ!rlli....President/CEO i'
-9"h~. '--LC-J ~~~~~RY_ l W"QZ ~r l'iwlll JJll..J:ruJil...JlCLYill.lLf,;ompanv ~
J.J.!" _.If . .;)-(~~LI'-.Jjl1L C1ll:lls1e..l'A.....ll.ll.ll...______ ~
MAR< CLEWIS RCR/SIC tu_------...--.---.------ ~
IS'ILoli -q
No. _
? 1 " 97 - 199
---
Estate of _" IIELIiU.. TOllP
_, Deceased
DECREE OF PRODA TE AND GRANT OF LETTERS
AND NOW __. MARCH 4._ __. 19_..97_, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated... APR IL 9, 19%
descrlhed Ihereln be admitted to probate and flied of record as the last will of
HELEN E TOaD
TESTAMENTARY
FINANCIAL SERVICES TRUST COMPANY
and Letters
are hereby granted to
~(~)jjV1A) _ /Jm& (Ll"
Reai".' of e; . 'U(!
MARY CLEWIS
FEES
P . 480.00
rOllate, Lelters, Etc. . . . . . . . .. $
Short Cerlifleates(6 )" " " .... $ 18.00
Renu.nclalion ................ $
X-pages $ 24.00
JCP Ul5
TOTAL _ $ 5'?? .QO
FlIcd ...... .~~.~G~. ~"""'" .m?......
Hartson. Deardorff, Williams & Otto
A11'ORNEY (Sup. Ct. 1.0. No.)
Ten East High Street. Carlisle. PA 17013
ADDRESS
717-243-3341
PHONE
f?~ tel :0
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LAST WILL AND TESTAMENT
[, HELEN E, TODD, of the Borough of Cul'llsle. Cumherland County. Pennsylvanlll. being
of sound and disposing mind and mel11ory. do here"y make. publish llnd declare this to be my Last
Will and Testament, hereby revoking uny und all fbrmer Wills or Codicils by me made,
I.
I direct that all my just debts, :lill1erll\ expenses. testul11cntnry expe,nscs and all inheritance
taxes (whether slleh taxes may be payable hy my cst ute or by uny recipient of any property) shall be
puid from my residuary estat., as soon as practicable after my decease and as part of the
administration of my estate, My Executor shall huve no duty or obligution to obtain reimbursement
for any such tax so paid. even though on proceeds of insurance or other property not passing under
this Will.
2,
A, Cash Bequests:
([) [give Ten Thousand Dollars ($10,000,00) to DOROTHY W, ECKMAN of
2029 Ritner Highway. Carlisle, Pennsylvania,
(2) [ give Ten Thousand Dollars ($10,000,00) to CHARLES M, SANDERS and
his wife, FRANCES E, SANDERS. of 53 Hillside Drive, Cllrlisle. Pennsylvania,
(3) I give Fifty Thousand Dollars ($50.000,00) to my step-niece, MILDRED W,
HOWELL. of Wilmington, Delaware,
(4) [ give Fifty Thousand Dollars ($50,000,00) to my niece, KATHERINE E,
MULLER. of 10043 S,W, 60th Court, SOllth Miami, Florida,
(5) I give Fifty Thousand Dollars ($50,000,00) to my niece. CHRISTINA
EARLY. of Box 342. Route 2, Micanopy, Florida,
(6) I give Fifty Thousand Dollars ($50.000,00) to my nephew. JONATHAN M,
EARL Y, of 1100 Castle Road. Sonoma, California,
(7) [ give Fifty Thousand Dollars ($50.000,00) to I11Y niece, ELIZABETH TODD
tREGO. of Carlisle, Pennsylvania,
(8) I give Fifty Thousand Dollars ($50,000,00) to my nephew. C, ROBERT
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Page I of 9 Pages
TODD, (lfCurlislc, Pcnnsylvaniu,
(9) I give Tcn Thousund Dollars ($10,000,00) to MARY R, FOSTBR, now of
Apartment 301. Moorclund Apartments, Carlisle, Pennsylvania,
(10) I give Five Thousand Dollars ($5,000,00) to PAULETTE KELLEY,
(II) I givc Fivc Thousand Dollars ($5,OOO,O()) to BONNIE KEPNER,
(12) I give Fiw Thousand Dollars ($5,000,00) to JANET LLOYD,
B, Beq uest:ulf..rruQllllLl'.[QJ2!;rl~ :
(1) I give to the FIRST UNITED CHURCH OF CHRIST of Carlisle.
Pennsylvania, my Steinway V cl1ieal Piano and Five Hundred Dollars ($500,00) for any
necessary refurbishing of it.
(2) I give to thc children ofMARIALOlJISE V, EARLY the following items of
personalty, to be divided umong them as they shall agree:
Glass square wedding cake dish (no top);
Two (2) Baronial Hall pattern, large blue and white soup plates;
Glass. President's paltern, bread plate;
One (I) Sterling silver compote;
One (1) large circular silver tray with scalloped border;
One (1) large, Camille pattern, silver pitcher;
One (1) large pewter pitcher;
One (1) set of eight (8) silvcr and glass coasters;
One (1) pair brass candelabra;
One (1) pewtcr syrup jug with place marked "Frederick and Lumming, Inc, (5)";
My genuine Sterling silvcr authentic American Indian jewelry consisting of:
Two (2) pairs of oval earrings, (~ach pair wntaining turquoise settings;
An oval ring with turquoisc sctting; and
A Zuni winged-god pin with coral, turquoise, black and white settings;
My flowered china jewel box; and
Small pictures in gold frame of my mother and father. my husband and myself, and
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Page 2 of 9 Pages
I!randmothcr nnd gmndfilthcr,
(3) I glvc my framcd sllvcr pintos of Lincoln and Washington and sliver llnd
bacarall glass powder horn to my ncphcw, ,JONATHAN M, EARLY,
(4) I give my Sterling silvcr cn[\fl1clcd pin-pcndllnl with Sterling sllvcr chainllnd
n clock on a brnss frumc in a glnss covcr (perpctual motion) to MAR Y ELLEN SPANGLER
, of253 South Collcgc Strcct, Carli sic. Pcnnsylvania,
(5) ] givc my oil painting ofa woman inn kitchcn.and a gold ICllfoval mirror In
my hnllway to KATHERINE S, STROHM of 127 West High Strcct. Cnrlisle, Pennsylvania,
(6) I give to my nicccs by marriagc. ELIZABETH TODD TREGO and OZELLA
D, TODD. to be divided by thcm as thcy shnllagree, the following items, which formerly
belonged to my husband's mother, Mrs, Robcrt R, Todd: Gold watch and chain. one gold
bracelet shaped like an oar, engraved disc and diamond for light in lighthouse. small gold
watch-c,hain slide pendant and chain, and small amethyst ring with gold rose insert,
(7) I give my Gorham Fairfax Sterling silver flatware consisting of nine (9) place
settings, and my two (2) sets of silver salt and pepper shakers to my niece, KATHERINE E,
MULLER,
(8) I give my gold slide antique bracelet. and Mexican silver bracelet in "Wall of
Troy" pattern marked "Madc in Tasco" to MARY R, FOSTER, now of Apartment 301.
Mooreland Apartments. Carlisle. Pcnnsylvania,
(9) I give my largc walnut chest. framed picturc of Betty Trcgo by Holly Pool.
cherry drop-leaf tablc, two (2) Majolica vases, small clear glass cup with name "Phoebe",
small silvcr tray with cngravcd "T". and my grass bucket to ELIZABETH TODD TREGO,
(10) I give my green plank-bottom chair, blankct chcst. cherry chcst of drawcrs,
small caned slippcr (rocking) chair, largc caned rockcr, two (2) silver teapots initialcd "T",
rectangular silver tray, silver sugar [\f]d crcamcr, silver cake stand, silver and glass pickle jar.
small sliver cup with namc "Phocbe" cngravcd thereon, Duisy and button pattern ambcr
dishcs. pink thumb-print tumblcr. cut-glass dish. milk-glass compote, small cut-glass jclly
dish with handles. two (2) tall silvcr candlesticks, antiquc silvcr syrup jug with plate, solid
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wlllnut dl'Op-lelll'table, and Pewter \:Once pol with acol'l1lop to C, ROBERTTO[)[),
(11) I give my tltlltwdvc-phlce sclling tea !Icl of Chelsell stoncware I\nd my sliver
serving dishes to KATHERINE Mill'! ,ER and CHRISTINA EARLY to be divided between
them as they shall agree,
(12) I give my rosc, hlue. gold and on~whilc afghan, and Reuge musie box to my
great-niece, JENNIFER MULLER,
(13) I give my round, footed. silver lInd Formica tray. lInd my while-gold blue
sapphire ring with two triangular-cut diamonds to DOROTHY W, W, ECKMAN,
(14) I givc a round pendant with chain circlc set with seven pieces of Kingman
Arizona turquoise with 12 small silver beads signed "A, Banally". pair of matching earrings.
sma1l14-earat solid-gold chain, and yellow-gold genuine dark blue sapphire ring surrounded
by diamonds to FRANCES E, SANDERS,
(15) I giv" my large 14-carut solid-gold chain and my diamond cluster ring
consisting of seven separate diamonds for the small finger to my step-niece, MILDRED W,
I'IOWELL,
(16) 1 give the following items to HAMILTON LIBRARY and CUMBERLAND
COUNTY HISTORICAL SOCIETY:
Collection of Etruscan Majolica;
Picture of Skaters at Cave Hill painted by Jo Pucci. Carlisle artist. from a photograph
in the A. A, Line collection;
Picture of the mementos of the last train on High Street--1936;
Picture of the Shelling of Carlisle sketched by Thomas Nast;
Half of banquet table with rounded end and drop-leaf on the underside of which is
a label marked "Roger";
Picture of Dickinson College done on glass; and
Two (2) antique glass compotes, 1'1orn of Plenty pattern,
(17) I give my opal ring surrounded by diamonds to HELEN OCKER,
(18) I give all remaining jewelry I own, not otherwise specifically bequeathed, to
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Page 4 of 9 Pages
my nieces, KATHERINE MUl.l.ER, CIIRISTINA EARl.Y and .JACKIE EARLY (my
nephew, .Jonatlmn Early's wife), to he divided among them as they shall ugree,
(19) I give any articles ofclolhing (excluding f\lrs and jewelry) as they may choose
to FRANCES SANDERS, PAIIl.I-:TTI~ Km,l.IW and MII.DRI-:D W, HOWEl.L.
(20) All other personal effects and household goods owned by me ai the time of
my death shall be sold by my I ':xecutor und the proceeds thereof added to the corpus of my
estate, At the time of my death, my living quarters at 127 West High Streel, Carlisle,
Pennsylvania, shall b(~ locked und nothing shall he removed until an appraisal is made, atier
which such articles arc to bc distributed as provided Ill!' in this Will,
C, Re,sid~.lleQuests: All the rest, residue and remainder of' my estate, both real and
personal property. I give, devise and bequeath unto FINANCIAl. SERVICES TRUST COMPANY
[fonnerly designated Farmers Trust Company] of Carlisle, Pennsylvania, to bc held and administered
tUlder that certain Agreement of Trust of Roger K, Todd dated Deccmber 4, 1979, for the purposes
set forth therein,
D, Exercis~~L~intmenJ, I hereby exercise the power of appointment given
me in the third paragraph of Paragraph Eight (8) of the Will of my deceased husband, Roger K,
Todd, by directing that the corpus of "Trust A" stated thercin be added to and hcld and administcred
by FINANCIAL SERVICES '('RUST COMPANY [formcrly designatcd Farmers Trust Company]
of Carlisle. Pennsylvania, undcr that ccrtain Agreement of Tmst of Roger K, Todd dated Dcccmber
4. 1979 for the purposes set forth therein,
3.
I nominate, constitute and appoint FINANCIAL SERVICES TRUST COMPANY of Carlisle,
Pennsylvania, as Executor of my estate,
4,
I direct that my Exccutor shall not be requircd to file a bond to secure the faithful
performance of its duties in this or any other jurisdiction,
5,
Subject to the foregoing provisions of this my Last Will and Testament, in addition to the
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Page 5 of 9 Pages
powcr~ confcl1'cd by cu~c hlW, by ~tututc. and hy othcr provisions hereof: my Executor and Tru~tce,
and its successors, shall have the following di~eretionary powcr~ applicablc to all property held by
them which powers shall be effcetivc without order of any court und ~hall exl~t until final
distribution:
A, To retain any property of any nnture rcceivcd by them for whatever period they shall
deem advisable;
B, To invest and reinvcst all or any part of said property in such stocks, bond~, securities
or other property, real or personal, a~ in thcir di~cretion they shall deem proper, without regard to
statutes limiting the property which a fiduciary may purcha~c;
C, To sell, transfcr, exchange or othcrwisc disposc of: any part of said property, for cash
or on terms. publicly or privately. or to lease, evcn for a tcrm excccding fivc (5) years or the duration
of any trust herein, without liability on the purchasers or Icssees to see to the application of the
proceeds, and to give options for these purchascs without the obligation to repudiate them in favor
of a highcr offer;
D, To execute and deliver any decds, leases. assignmcnts or other instruments as may
be necessary to calTY out the provisions of any trust hereunder;
E, To borrow moncy, including the right to borrow money from any bank and to
mortgage or pledge any asset of the estate as security;
F, To assume continuance of the status of any beneficiary with regard to death, marriage,
divorce. illness, incapacity and thc like in the ubscncc of information deemed reliuble withotll
liability for disbursements made on such assumption;
Q, To puy from the trust, or the income thcrefrom. all debts or claims against my estate.
or any taxes or similar charges on my cstatc;
H. To make any distribution hcreundcr eithcr in kind or in moncy, or partially in kind
and partially in moncy, Distribution in kind shall be made at the market valuc of the property
distributed, and my Executor LlIld Trustee, in its absolute discretion, may cause the share distributed
to any distributee to be composed of property similar to or difl'erent from that distributed to any other
distributee;
oJ J. f .7
-
H,E,T,
Page 6 of 9 Pages
I. To exercise lIny subscription right in connection with uny security held hercunder, to
consent to 0" purticiputc in Ilny recupitulizution, reorgunization, consolidulion or merger of any
corporation, company or associul!on. the securities or which may be held hereunder. to delegate
aUlhority with rcspect thercto, to deposit investments under ugrcemenls, to puy assessments. and
generully to exercise all rights of investors;
1. To invest in endowmcnt, insurance or annuity policics on the lives ofbcncficiaries
ofany trust hcrcundcr;
K, To continue in uny partncrship, joinl ventun~, joint ownership or other business
enterprise of which I am a part at thc timc of my death;
L. To compromise claims;
M, To continuc for whatever period oftimc as they shull deem necessary any ownership
aS,a tenant in common or us a partner, in real estatc or other propcrty and to act as I could have done
had I been living;
N, To lend money to my cstatc or to any trust crcated hcrcunder or to purchase from the
estate or from any trust created hereunder, at the market value thereofatlhe timc of purchase, any
securities or othcr propcrty tendercd to thcm by my estatc or any trust crcated hcreundcr at any time
and from tim(~ to time within a period or nine (9) months attcr my death;
0, In t.he event that any amounts are payable hereundcr or under any trust crcated
hereunder to a minor. or to a person otherwisc under legal disability. or to a person not adjudicated
to be an incapacitated person. but who, by renson of illness or mcmal or physical disability is, in the
opinion offiduciary(ics) hereunder, unablc to properly administer such amounts. such amounts may
be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following ways
as he. she or lhey may deem best:
}, Directly to wch bencficiary;
2, To a legally appointcd guardian of such beneficiary for the benefit of such
beneficiary;
3, To a person having custody of such beneficiary for the benefit of such
beneficiary;
-),) t' .;J,
--
H,E,T,
Page 7 of 9 Pages
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March 5, 1997
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Helen E, Todd
Date of Death: February 13,1997
Will Number: 2197-0199
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 March 5,
1997:
See the attached list,
Notice has now been given to all persons entitled thereto under Rule 5,6(a),
Date: March 5, 1997
Signature:
'<l' .,.... ~--r:
.. r:l ~,
0 ,Ill 1:1,
.-
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,Ian F, Burke, President/CEO
Financial Trust Services Company
p, 0, Box 220
Carlisle, P A 17013
(717) 240..4504
Capacity:
Personal Representative
, CQ;; ~y'o V, ~o, III, Esquire
..- ,..-:~ . ,
f~ h/
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08
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Dorothy W, Eckman
2029 Ritner Highway
Carlisle P A 17013
Mr. & Mrs, Charles M, Sanders
53 Hillside Drive
Carlisle P A 17013
Mildred W, Howell
1025 Madison Street C-305
Wilmington DE 19801
Katherine E. Muller Christina Early Jonathan M, Early
10043 S.w, 50th Court 7117 S,E, 18Jrd Place 1100 Castle Road
Miami FL 33156 Micanopy FL 32667 Sonoma CA 75476
'I
J Elizabeth Todd Trego C, Robert Todd Mary R, Foster
I
I 18 Clillon Terrace 129 Strayer Drive 606 S Hanover Street
I Carlisle P A 17013 Carlisle PA 170\3 Carlisle P A 17013
i
I
I
Paulette Kelley Bonnie Kepner Janet Lloyd
245 E, Pomfret Street 169 E, Pomfret Street 131 W South Street
Carlisle P A 17013 Carlisle P A 17013 Carlisle PA 17013
First United Church of Christ
30 North Pitt Street
Carlisle PA 17013
Mary Ellen Spangler
253 South College Street
Carlisle PA 17013
Katherine S, Strohm
127 West High Street
Carlisle PA 17013
Ozella D, Todd
129 Strayer Drive
Carlisle P A 17013
Jennifer Muller
c/o Katherine Muller
10043 S,W, 60th Court
Miami FL 33156
Hamilton Library and
Cumberland Co Historical Society
21 North Pitt Street
Carlisle PA 17013
Helen Ocker
c/o Hazel Hoyaux Beauty Salon
134 West High Street
Carlisle PA 17013
Jackie Early
1100 Castle Road
Sonoma CA 75476
United Way of the
Greater Carlisle Area
810 West High Street
Carlisle PA 17013
Carlisle Hosp,ital & Health Serv
Atln: David S, Walker
614 Walnut Street
Carlisle P A 17013
VLI "I, un:)
PI'(, - 101:)
ve ld al ~IVW L6.
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PAGE 3
ELIZABETH !QQQ TREGO
Large WAlnut Chest
Framed picture of Betty Trego by Holly Pool
Cherry dr'op-leaf table
Two (2) Majolica vases
Small clear glass cup with name "Phoebe"
Small silver tray with engrave "T"
Brass Bucket
SUB TOTAL
.Q.:. ROBERT 1QQQ
Green Plank-bottom Chair
Blanket Chest
Cherry Chest of Drawers
Small caned slipper rocking chair
Large oaned rocker
Two (2) silver teapots initialed "T'"
Reotangular silver tray
Silver sugar and oreamer
Silver oake stand
Silver and glass pickle jar
Small sil ver cup with name "Phoebe"
engraved theron
Daisy and button pattern amber dishes
(8 Pieces)
Pink thumb-print tumbler
Cut-glass dish
Milk_glass compote
Small cut-glass jelly dish w/handles,
Two (20 tall silver candlesticks
Antique silver syrup jug w/plate
Solid walnut drop-leaf table
Pewter coffee pot with acorn top
SUB TOTAL
KATHERINE MULLER AND CHRISTINA EARLY
12 place setting tea set of Chelsea
stoneware
Silver serving dishes (8 pes.)
SUB TOTAl.
JENNIFER MULLER
Rose, blue, gold and off-white afghan
Reuge music box
SUB TOTAL
"
$ 325.00
N/V
400.00
75,00
N/V
N/V
40.00
$ 840.00
$ 65.00
210.00
575.00
65.00
75.00
150.00
35.00
40.00
55.00
75.00
25,00
120.00
30.00
45.00
65.00
30.00
35,00
95.00
425.00
50.00
$2265.00
$ 850.00
40.00
$ 890.00
$ 20.00
25.00
$ 45.00
.
MOUNTZ
I [WHfRS
Tl'\I5t Your Special Momcnls To Mountz,
~pri130, 1997
Me. JaM Burks
Financial Trust Co.
Car,lisle, Pa. 17013
REI Estate ~ppr~ieal of Helen Todd
Dear Ms. Burke,
The following information is to .ive you a description and a va'1ue for
the following item.
1. One 14K yellow gOld lady's fashion pendant and chain. This pendant
contains a center oval opal cabachon which measures 20x15.1mm and is four
prong set. This opal is white with a purple and rei play of color
dominance. The opal is crazed and has a major orack thru che center. The
mounting has a 1.7mm wide frame which is scalloped toward the center. The
pendant has a solid bail and is on a 16" chain. The chain is an alternating
flat and rope chain combination and has a sprin. ring clasp.
$65.00
2. One lady's triple stl'snd cultured pearl bracelet. Each strand consists
of (28) cultured pearls set in three sections 9,10,9. with a 14K white gold
divider. The cultured pearls measure 5.5-5.8mm in diameter, are out Of
round and have a low-medium luster. These cultured pearls are sli.ht cream
in color and have many eye visible blemishes. The clasp is 14K white gClld
and contains (2) round cultured pearls and (10) round blue sapphires. These
cultured pearls measure 6.7-6.8mm in diameter and are cream in color. The
sapt'hires measure 2mm in diameter, are four prong set and are a medium blue
color. The clasp is a hox style with a foldover safety.
$300.00
3. One 14K yellow gold lady'S fashion ring. This ring contains a center
oval opal cabachon which mesures 16.6x9.15x3.2mm. is milky white in color
and has a red play-of-color dominance. The opal is set in four double
prongs. Surrounding the opal are (24) round full cut diamonds which are
prong set. ':'hese diamonds measure 2.1mm in diameter and have an approximace
tot,U wei.ht of .75 carat. These diamonds are V-S-2 in clarity and H in
color. The shank is split on the shoulders, has a plain bright fInish and
measures 1.4-2;2mm wide,
4. One 14K yellow ilold lady'S fashion ring. This ring
cut amethyst which is four pron. set. The
11.85x9.58x5.62mm and is light-medium purple color.
mounting has an "X" pattern. The shank is ribbed wJth
and measures 1.78-5.08mm wide.
$275.00
contains (1) emerald
amethyst measures
The basket of the
plain bright finish
$65,00
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155 North Hanol'er Street. Carlisle, I'A j'"OU . "71- 2tj-'llJ5() . FAX 717/24,3-H7H5
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Estote Appraisal of Halen Todd
raga Two
5. One 18K white gold lady's diamond fashion ring. This ring contains a
center Old European cui: diamond which measures 6.67-6.74mm In diameter
4.45mm deep and weighs approximately 1.29 carat. This diamond Is 5-I-2 In
clarity, H-I In color and I. six pronll .et., There are also (15) round full
cut side diamonds, four prong set In a loop .,'ound the center diamond.
1'hese diamonds measure 2,55-2.6mm In dlamet,er and have an approximate weight
of .93 carat. These dlsmonds are V-5-2 In clarlt.y except three which are
chipped and are G In color. The shank has a plain bright finish and
measures 2.5-3.2mm wide.
$3900.00
6. One 18K white gold lady's fashion ring. Thl. ring contains a center
round faceted blue sapphire which m....ures 7.68-'7.72mm In dlu,eter, 4.B5mm
deep and Is set In four prongs. The sapphire has color zoning, Is a medium
blue color with light-medium saturation, There are also (2) trillion cut
diamonds, one set on each side of the center sapphires In three double
prongs. These diamonds measure 4.94-5,05mm and have and approxlmat,e total
weight of .56 carat. These diamonds are V-5-2 and S-I-2 In clarity and F-G
In color. The ring has a 14K adj ustable shank which measures 2.4-1. Bmm
wide.
$1064.00
7. One 18K white gold lady's eternity ring. This ring contains (20) round
full cut diamonds which measure 2.68-3mm In diameter and have an approximate
total weight of 1.90 carat. These diamonds are V-S-2 - S-I-l in clarlt.y and
H In color.
8. One
contains
diamond
color.
chain is
$1100,00
14K white gold lady'S diamond pendant alld chain. The pendant
(1) pear shaped diamond which measures 9.45x6.43x3.74mm. This
weighs approximately 1.42 carat, Is S-I-2 In clarity and J-K In
The mounting Is a six pron. design drop off a "Y" shaped top. The
an 18" curb link desl.n with a spring ring clasp.
$2600.00
9. One lady'S brooche which consists of a "V" shaped black branch with a
hinged pin and cla.p. On top of the branch Is a 14K yellow gold branch with
three leaves, five cultured pearls and a nephrite Jade cabachon, The
cultured pearls measure 5.4-6.7mm In diameter and are cream In color. The
nephrite measures 12xlOmm, Is a light green and is four prong set. The
entire price measures 3" long.
$15.00
10. One lady'S 14K yellow gold flexible bangle bracelet. This bracelet
measures approximately 9.8mm wide. This bracelet has a .atln finish with a
slanted design around the bracelet, This design has a bright finish. The
clasp Is a hidden box style with a foldover safety and chain. This piece
weighs 19.61 grams.
$110.00
Of 14K white gold culured pearl earrings. Each earring
9.5mm cui tured pear 1. The backs are a whl te .old French screw
The cultured pearls are cream In color and have a low luster,
$125.00
12. One 14K yellow .old solid silk rope chain, This chain measures 4.1mm
wide and 30" long. The clasp Is a barrel style with a foldover safety,
This vlece weighs 42.B5 grams.
$235.00
13. One 14K yellow gold solid silk rope chain. Thlo chain measures 4.1mm
11. One pair
contains (1)
back style.
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Estate Appraisal of Helen Todd
Page "hree
13. (continued)
foldovl'lr safety.
wide and 24" long. The clasp is a barrel
This piece welghs 33.18 grams.
Btyle with a
$IB2.00
14. Onl'l lady's gold filled slide bracelet. This bracelet containe (13)
slides which have a combination of seed pearls, opals and Tourquoise.
Between the pearls, in an alternating pattern are 14K gold be,3ds. This
bracelet contains (31) gold beads, measuring 4.5 in diameter. The Clasp is
a 14K yellow gold rectangular box style with a safety chain.
$? 5.00
15. One 14K white gold cultured pearl necklace, This necklace contains (43)
Bmm pearls. These pearls are cream in color and have a low luster. The
clasp i~ 14K white gold and contains (lB) round brilliant cut diamonds.
These diamonds are pave' set in a leaf style which is framed with a swirl
design. These diamonds have an approximate total wei';/ht of .1B carat. At
the baae of this leaf design is a round brilliant cut diamond. This diamond
is 5-1-2 in clarity and I in color and weighS approximately .10 carat. This
clasp is a box style with a foldover safety.
$300.00
16. One lady's 14K yellOW gold diamond ring. This rin;l contaills (2) round
brilliant cut center. diamonds, These diamonds measure between 4.65mm and
weigh approximately .42 carat each. The clarity ls 5-T-l and the color is
F. These diamonds are set in four prongs diagonally. On each side Of this
ring, in a by-pass style, are (4) round brilliant cut diamonds. "hese
diamonds are 5-1-1 in clarity, G in color and have an approximate total
weight. of .16 carat. These diamonds are channel set.
$900.00
17. One lady's 14K yellow gold diamond ring. This ring contains (7) round
brilliant cut diamonds. These diamonds measure approximately 3.4mm in
diameter and have an approximate total wei;lht of one carat. These diamonds
are 5-1-1 in clarity and G in color. These diamonds are prong set in white
gold in a round design with one diamond in the center and (6) surrounding.
The shank is yellow gold and measures 1.9-1.6mm wide.
$475.00
lB. One lady's 14K yellow gold diamond ring. This ring contains one round
brilliant cut diamond. This diamond measures approximately 4.Bmm in
diameter and weighs approximately. 39 carat. Thim diamond is prong set in a
whit" gold box style head. Channel set on each side of this center diamond
are (3) round single cut dIamonds. These diamonds are 5-1-2 in clarity, H
in color and have an approximate total weight of .15 carat. The center
round diamond is V-5-1 in clarity, F-G in color. Soldered to this ring is a
HK yellow gold diamond band. This ring contains (7) round brilliant cut
diamonds. These diamonds are S-T-l in clarity, G in color and have an
approximate tot,al weight of .21 carat. All these diamonds are channel set
in white gold with a yellow gold shank.
$475.00
19. One lady's 14K yellow gold sapphire and diamond fashion rin". This ring
contains one oval sapphire which measures 5.5x7mm and is medillm-dark blue in
color. Surrounding this center sapphire and (12) round brilliant cut
diamonds. On each side of this ring are (6) round brilliant cut diamonds.
'rhese diamonds are pron';I set on the shOUlders, in '11'0 rows, whf,ch are split.
All these diamonds are S-T in clarity, H in color and hve a total weight of
one carat. The shank meaSllres 3.8mm to 2.2mm.
$650.00
Estate Appraisal of Helen Todd
Page ,'our
20. One 18K yellow gOld Tourquoise and diamond fash.ion ring. This ring
contains (9) single cut diamonds. "rhese diamonds are pave' set in an OVal
white gOld piece. Surroundin. this center ~.iece are (10) round tourquoise
Cabochons which measure approximately 3mm in diameter. Surround in. this
center section ara (10) round b"ads, with an addil;lonal (3) on Bach Side. at
the shOUlders. These beads have a rough textured finiSh. This ring
measures 5mm at the shOulders to 3.3mm at the back shank. The diamonds have
an approximate weight of .05 carat. This piece weighs 8.34 grams.
$110.00
21. One 18K yellow gold strand Of cultured pearls. This necklace contains
(80) cultured pearls measuring 5.5-7mm in diameter. These cultured pearls
are elight "ream rose' in COlor and have a low-medium luster. These peans
are lenotted and has (I) 4.3mm cultured pearl on the end. The clasp is 18K
yellow gold and dhmond and has a round hinged Clasp which F.olds over the
pearl and lOcks. There are (14) round brilliant cut diamonds, pave' eet in
an oval design, which is curved with points on each end. The diamonde have
an approximate total weight of .25 carat, are S-I in cl,arity and G-H in
calor. The necklace measures 26' long.
$500.00
22. One 18K yellow gOld diamond bangle bracelet. Thls bracelet contains (I)
round disc which has a lighthouse scene with a sailboat and water. At the
top oF. the lighthoC1se Is an Old mine cut diamond. This diamond measures
2.5-2.7mm and has an approximate total weight of .08 carat, is S-I In
clarity and ,T in COlor. This tUbe bangle .is 3.5mm in di,ameter. This piece
is a bypass style and is flared at one end, measuring 7,Smm and the other
end j,e ribbed, tapering to 2.4mm. This bracelet is hinged and ha,9 a safety
chain. This piece weighs 16.92 grams, The bracelet lOOks like and oar.
$250.00
23. One 14K yellow gold blue lapis pendant. This piece contains one large
scarab beetle whick measures 2" long, I~" wide and 19.5mm thick. 1'he shell
is blUE! laph and .is edged in 14K yellow gOld. This piec. is sOlderd to a
yellow gOld plate which is soldered to the base of this piece. This piece
is carved with Egyptian people and a design. Attached to this piece is a
solid silk rope Chain. 1'his chain is 3.5mrn in diameter and measures 24"
long. The Clasp is a barrel style with a fO.ldover safety. This piece
weighs 155.47 grams.
$775.00
24. One 14K yellow gold slide on a rope chain. This slide is a shield
shape, measuring 1" long and ~"wide. There is a raised design on the slide
with a seed pean in the center, This piece has a br.ight finish with
antiquing. The chain is a diamond cut rope style measuring !. 2mm in
diameter and 24" long. The clasp is a barrel style with a foldover safety.
This piece weighs 14.02 grams,
$90.00
25. One 14K yellow gold D.A.R. medal. This piece consists of, a blue and
white ribbon, measuring I~" wide and 3" long. Pinned to the top Of this
ribbon is a 14K yellow gold pin, engraved with "Cumbertand County Chapter".
Below that piece is an overlay pin which has NSDAR, God, Home And Country,
Life Member, with blue enamel. Bel,ow this is a 14K yellow gold pin,
engraved David Hummel. below that, a pin, Same design, engraved John Early,
the third pin, same deSign, engraved, Peter Scheibly, and the last pin, oF.
this design, engraved PVT NiChOlas LiebriCh. Below t,his is ,a pin with a
\
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Estate Appraisal of Helen Todd
Page Five
25. (oontinued) shield in the center and Pennsylvania, on the left side,
and, D.A.R., on the right. This is an overlay medal with blue and white
enamel. Attached to the bottom of this ribbon, from an "0" ring is a round
emblem, measuring 1" wide with Daughters or the American Revolution,
enameled around the outside. Behind this round emblem ia . white overlay
medal, is a banner type deaign, Which is pointed on one side, and a star on
the opposite end. Directly in the center ia a round brilliant cut diamond.
Thia diamond measure. approximately 3.4mm in diameter, is V-S-l in clarity,
G in color and weighs approxImately .15 carat. This diamond is prong set.
The back i. engraved Helen E. Todd-488586.
$150,00
26. One lady'S 1411 yellow gold Hamilton dress watch. This watch is
rectangUlar in shape, has a full figured dial, white case #L099060, quartz
movement Harley 3572, 5 jewels.
$65.00
27. One gents 18K yellow gold pocket watch. This is a Hunting case, style
Jules Huguenin, case #10550. The movement is a Swiss 16 Ligne size, Jeweled
movement. This piece has a hand engraved case.
$425.00
28. One lady's 14K white gold diamond style watch. This dress watch has a
round dial, case #093447. The movement is #AS076, and is seventeen jewels,
and is a manual wind design.
29. One pair of white Plastic clip earrings,
flowsrs.
$500,00
open work, looks like little
30. One pair of white plastic, elongated hoop style earrings,
no value
clip back.
no value
tone beads,
31. Three strand necklace, pink plastic beads with some gold
approxima tely 30" long.
no value
32. White oval bead necklace, on a metal chain, by Monet.
no va I ue
33. White necklace of graduated round and losenge shape beads and gold tone
losenge beads approximately 18", large beads.
no value
34. Necklace of white beads aU the ssme size, knots ber,ween beads, clasp is
round with a haIr bead, rope edge.
35. Necklace of alternating
approximately 16", by Monet.
white and
no value
gold tone beads, plastic,
36. Necklace of white plastic beads
1611 .
no value
with three long curved beads in center
no value
37. Metal brooch in leaf shape, open work design, painted white.
no value
38. Metal brooch, off white color, 4 petal open work design, by Monet.
no value
39. Sarah Coventry necklace, yellow metal. pearlized beads and clear stones,
some missing, in a stylized leaf design.
-I
40. Sarah
missing.
no value
Coventry bracelet to match previQusly listed item, some stones
no value
Estata Appraisal of Helan Todd
Page Six
The following items have no value.
41. Sarah Coventry pair of earrings to match previously listed item,
42. Pair yellow belt buckles, hex shape, each 1 3/4" acrou, highly
patterned.
43, Pair yellow belt buckles with rope edge, 2"xl 5/6".
44. Sarah Coventry yellow rope neck cha in w/rose red barrel shape pendant
that has a yellow chain tassle at the bottom.
45. Sarah Coventr)' yellow rope neck chain with rose red beads, (6) 34",
46. Lady's yellow Citizen watch with white dial and arabic numbers,
expandable band.
47. Pair white metal belt buckles in half-oval shape.
48. Yellow matte finish neck ring with dO'lble hook closure, 16 large oval
rings slide on this, and suspended from (5) of these rings, are various
lenth Chaine, orange and yellow beads in various shapes.
49. A.rora boridlis necklace with 43 crystal beads, endless.
50. Bracelet with three strands aurora boridles crystals on spring wires.
5]. Pair of large round crystal earrings to match previous item.
52. 14K yellow gold wedding band, engraved; EEM-CSE 7-2-49,
53. Pair yellow clip earrings, ~ hoop style marked Les Bernard.
54. Yellow stiCk pin with circle/halo design.
55. Pair white clip style earrings by Trifari.
56. Pair white oval dome earr.lngs marked W. Germany.
57. Pair white plastic ear-rlngs, button style with yellow accents in four
corners.
56. Yellow oval brooch in swirl design, brushed finish by Monet.
59. Yellow oval freeform brooch by Monet.
60. Yellow flower shaped Clip marked, Lieba USA,
61. White metal pendant/locket with/black silhouette, stamped sterling.
62. Pair small flat oval earrings with white metal frame, clip style.
63. Lady's yellOW gold filled signet ring, engraved A.
64. Necklace of brown/yellow mottled round and triangular plastic beads,
approximately 53" endless.
65. Necklace of large pink marble look and pink metallic plastic beads.
Approximately 34" endless,
66. Necklace of graduated brown/beige mottled beads. Approximately 18".
67. Large "Door knocker" style yellow cllp with orange rectangular stone.
66. Pair navy and yellow Clip style hoop earrings by Liz Clairborne.
69. Necklace of large flat open work blocks,(19) by Les Bernard.
70. Necklace of white plastic beads, knotted between, approximately 36".
71. Necklace of white plastic beads, approximately 3D",
72. Double strand necklace of clear amber colored beads, 46 and 50.
73. Yellow bangle bracelet with white paint, (2),
74. Yellow bangle bracelet with navy paint.
75. Necklace of white oval plastic beads, with knots between, approximatelY
5511.
76. Necklace of (91) faux pearl beads. approximately 3D".
77. Necklace of large faux pearl beads. approximately 41",
78. Yellow clip Of stylized ribbon/swirl design with granular decoration.
76. Yellow brooch, open heart shape with 12 white beads.
79. Pair yellow earrings In triangular ribbed shape. Clip style.
Estate Appraisal of Helen Todd
Page Seven
80. Pair Y$llOW square earringa wHh rounded corners, cream equare bead in
center with clear stone. b Carol...
81. Pair earrings yellow swirl style with clip backs by Trifari.
82. Double strand necklace of black faceted p!.astic beads with black olasp.
83. Endless strand necklace of black .la.s facetsd bsads, approximately 40".
84. YellOW hinged bangle bracelet with one row black square beada, bordered
with small clear stones.
85. Psir grey metal square earrings with black center aquare and 2 clear
stones in each corner and on each side.
86. Pair whHs metal earrings with large oval black stone and black mesh fob
drops, 4 rows wide with clear stones.
87, Gold filled circular brooch with engraving HTE.
Be. Yellow brooch in shape of 9 blocks held together with x shapes, by
Monet.
89. YellOW intsrlocked flaired ribbon design brooch, by Bouche.
90. pair yellow t,extured knot style earrings with clip backs by Carolee.
91. pair yellow earrings, round shield style with black faceted rectangular
stone in the middle,
92, YellOW neckchain with magnifying glass pendant, 30'.
93. YellOW baby ring with cartouche leaf design, engraved inside RKT.
94. White leaf style brooch with vein of red baguette stones.
95. White leaf style brooch with cl.ear marquise shape stones and (27) white
pean i zed beads.
96. Small white brooch, crescent shaped, covered with cle.r stones.
97. Larger white brooch, crescent shaped covered with cleat stones.
9S. Pair large yel,low earrings with slightly transluscent stones, with
vertic.l yellow chain in the middle, Clip style by IZAO.
99. pair l.rge yellow e.rring with whi te m.be' bead in cente.< and double
twisted rope edge. by Les Bernard.
]00. Yellow brooch in shape of a pea POdi with 5 white beads and 13 olear
stones, by Trifari,
101. Yellow StiCk pin with three blue stones.
102. Yellow bar pin with chased design and eng~aVings.
103. Pair wh.ite earrings, leaf design wIth larger clear etones, by
Eisenbe,rg.
104. Large round swirl brooch with many clear stones.
105. White link bracelet with marquise shaped cl.ear stones and round clear
stones, plus 3 horseshoe shaped clear stone designs on top, by Eisenberg.
106. White link bracelet of dark blue baguettes, each tipped with a small
clear stone, by Kramer of New York.
107. Pair of white earrings to match previous item.
108. White neck chain of elongated links, 31" by Les Bernard Inc.
]09. White neck chain snake style 25", by Les Bernard Inc.
110. White neck chain, square Unks, 60" by Les Bernard Inc.
111. Necklace of cloisenne beads, (50) with yellOW flliiree claSp.
112. Sterling neck chain approximatelY 24" with sterling se.gull pendant.
113. pale green cloisenne bangle br.celet,
114. Sterling round brooch with round center.
115. Pair white earrings to match pervious item.
1]6. Bangle bracelet, brown polished wood,
117. Beige bangle bracelet-wood,
118. Pair yellow button earrings with French screw baCkS.
"
Estate Appral.al of Helen Todd
Page Eight
119. Five strand necklace, grey beads, mllky be~ds, clear chlps, multi-color
chips, pearlized chips.
120. Necklacs of multi-colored agate type stones approximately 40".
121. Six link filigree bracelet with one orange oval stone In each link
marked 800 made Italy.
122, Heavy rope neck chain stamped 925, approximately 30", with a free (arm
booch/pendant with blue and white enamel design, stamped David Andersen
925S, (for Mary Ellen Spangler)
123. RectangUlar brooch stamped storling, Engravlngl IIE1'
124. Brooch In shape of three feathers, stamped Beau sterling.
125. Pair white earrings in shape of 2 leaves, Sarah coventry.
126. Pair round white earrings with purple beads and leaves like grapes.
127. Pair white oval clips each with one purple stone.
128. Pair white earrings, oval loopknots by Les Bernard.
129. Six link bracelet, 3/4" wide, stamped Mexico 925 JLF.
130. Five link bracelet with abalone shell desIgn, stamped Mexico 925.
131. Pair of hollowed dome llnked bracelet .tamped Danecraft, sterling. (2)
132. Cuff bracele~, containing one long dark blue cabachon stone, stamped
Towle, sterling.
133. White metal
blue-green stone In
134. Cuff bracelet
Mexico 925.
135. Round white metal brooch/pendant with center round design of 7 cabachon
stones.
136. Necklace of white metal beads, round and oblong, strung on a chain,
approximately 24", no marking.
137. White metal sweater guard or 2 brooches, connected by a thin chain, In
the shapes of frogs, each with one blue stone.
]38. Sweater guard clips, 2 connected by a thin chain, each containIng one
green-blue stone, white metal Is unmarked.
139. Pair round earrings with abalone swirl design, 'rAK sterling, French'
screw backs.
140. Pair oval earrings with beaded frame, each with one green flat stone,
stamped sterling, and marked 3385. French screw backs.
141. Pair earrings-elongated ovals with Irregular shape blue stone In
center. Clip backs marked sterling.
142. Lady'S ring stamped sterling, dome center with
surrounding.
143. one earring,
cab.chon. Unmarked.
belt, 42" long,
center of each,
approximately I 3/4"
containing
18
medallions with one
wide with ^ztec maSK desJ,gn, stamped
scrOlled frame
white
metal
containing
a round
drop wi th
four blue
lie hope this Information Is helpful to you and we thanl, you for
allowing Mountz Jawelers to be of service to you,
Sincerely,
~_. V
R~lstered w ler~
MOUNTZ''';mNE ERil'"
RML I a I
fll'A.IIHIII j HI VJ'II\i1l1
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\)'S, DEi'AIHMi'N I or 1IIJIJ~;II>J(J & I IIl1lAN IllVl1 Oi'MI 01<1
SETTLEMENT STATEMENT
U. Typo alloon
".I!:I'I
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C, NO![:
II, NAME AND AI.lDI1CSS OF !lOl1ll0WEI1
Edward L. SehOll'P
Janice 1'. Schorpp
_...~.___..~_~_.L."__._.. __ n'
E, NAMI:, AfJDI1ESS AND T,IH or 8['I.I.rn
J\state or 1101011 E. 'J'odd
..~'h_._____..,,_______
F, NAME AND AIJIJI1['SS or I.[NDI'I1
N/A
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III.
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219, Parking #10&11 9/11 to 12/3119/- 29.32'
-121\_l.';':i\Cfo'I/lJ I/I'I/(IR i/O/I/WII'/H ..- '" '5,-, 21l.26
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1 havo cOffJfully rov/owod tho IIUD.l SolllolflUl1! StntollluI11 ond, to 1110 bonl 01 my knowledgo Elnd bollol, It Is (1 two and accurate slatomant of all
rocelpts llnd dlsbwr.ornonl!l modo on my nCCOLil11 or by mo in 1111S lransactloll, I fur111(l! cortify tl1al I have rocoivod a copy of Ihls HUD.l
Settlemenl Stelomenl I dlroct [111(1 Ilulhor!,o Iho Selttemonl Anonl 10 make Ihe distribulions indicatorJ horoon lor my account, reoognlzlng that tho
SolUoment Agenl is nol fOSPOflSiblo for 11m Ilccurncy or validity of difibursomont amounlS or 1110 completenoss of chargos made by others, Any
intorost earnod on unl.!s dol' ,:1 ~h('~UII~:~,n:Y bo~t:"0:1::..set:ma~ Agen~_.._.
SUI.En
G.1'1l01'EnTY LOCATtON
127 W, lIigh St.reet
Carlisle, PA 17.013
Dorough of Carlisle
____._.__....._..___._ __...._~__,_ _.,.._ _...____.~_ ~.__.u __ .", .___
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II, SllTl.EMENl AGt:Ni
Edward L. Schorpp, Eag.
.._~-~.---,._..,- -'-",' ---....--..-..---....
PLACE 01' SETlI.EMENT
36 S. lIanover St.
Car1J.sle, PA 17013
I, SETTLEMENT DA]E
9/11/97
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,_" ..u_'OOt}._R/lSIjRVIi,5,1)liI'/IH1Ji/l.\\:mll,fi~f}!i/L_,'m---_,~._,_~___"" ______ --., ..u_"___
-'-!~!J~_'.:.~!~ 11\~\lI_~!.I~~____~~_...__~._.__~.I.!.s @ $ _.__.~cr Il!ollth . __._.__.___. _._.__'_R'
_~I.~:..~orlgA_67J.!!.~I!.~-~I.~~-~_--_-.______--__.._,.~_...!!~2!!!!!.!' @...:~________..__._~I101~I.L_.---" .~.---'~-~ -_._._~--~.~~...~-
IOO):,f!.!Y.r!.~~.I~~('~~h ...r.._____ .._._....----.--!~!!).~~~:J._.__~__.__Jcr -'l1onl~___~_~...._ ___n..~._.~__________~.~ .---...-.---. __n.,_
~!!._~!~!.!!.~)lE_..~_. Illnnth~ @J $ por Illonlh --,...----
J~!05, Sc!:(P!.!"~_~_. lllOnlh!l @ $ per month
1006. ___________..___ mU1\ths@ $ per mOl1lh
JQ9]~_~____~~."".~___...m. monlh!l @ $ r..~,~~
J.!'08. ________....._..._______.__ mOlllh!! @ $ plJr Illonlh
1100, 'fI1'Ui C}IARGliS
,"!lQl~.~~~~~~L c1os'ngJ~~Y~_.. ___
J..!Pl.:.!'!slract or title ~!.l!!~!5.1~____~.____.____._______ -~._.------_.~.
J1Y.\JJlle eltl!.!.'!~'!.~!!.~~.....___~._~_".. ..-----
-'!.~_J.~~E 1I1sll~~~~lndcr to ......-.----
_.!!Q~.:.~~t..I~~Pllrllli~~..!~__.__.._____
JJ.Q6. N(I~!~~~___~__~.___.
.1.I.'!l,-^-~,!,!'!.'}:~~re.~~____~on, Deat.do.rff.,_Wi.l.J.iarns......&..Qt..t.Q.
__...~. (/'lcfu(J::!.!'l!~~Jfel~~~\!!_I_~~~.1.!..('r,~ ,~__..__~__._.______.
1108. Tille insurance to_.-......_._~_.____,~___ ----------
~(IIlr../~!...\:!.J!!!!!!-I.!!!!'III~::!i...-.-___ _---1.
_1_l.~~.:.!_Z!'_dc,r~~.5~.':._~_~~___. ~.~___._.~_~__..._~~_.____~_~~--
_~!.~~~)wncr.~o"'cra~_---__.._'----"---~-._------ ~-.--------
_L!..!.I, Endor5el~cnl.!~~___... ,..______.__......_.____...._ .---.--.."-----------~---.-.......-
J,t12'_._....m~__"__.,.___".,"__~__,..,'__..," ,__~_m____~'__'_m~_~.. 'm
J.ll!,,_~_, ""'___..._','m___.'._..,u_,_"'.."...___.'."'___.._'..__------'-..
__..HX'~,_.
.~------~-------
-----------~_...-.-
1200, GOVIiRNMfiNT RliCOR/J/NG ANII 7'RANSFIiR CIIMWES
J201~-Rec.'!_'"II~li~"J;;;~ij:.._<L4,..iiQ==-=:-M;~~~!~.:..~- : OlhcrSm----'~..--'~ - 2.4...-:5.lL~______~_...
.1202, ,1,?~.,IItI"'sr~!.."I"l\mlc~, DEcdU,55o.._00_ ___.,....,____' 'm_~...'.'___"---'-_,_,__ m_.1,.5.5.Q...OiL---- ~-,-._--~
l!9l, S"""--"!",~r5!..'l\'/"""'I~',:.JJc"-d~, ,1. 55il."Qo..__."m ,_,,_~___m__~__.__m_"'" .. ______ .....l.,5SlLilll.._
1204,
_._.._-_.._..._--~_._--_..------"......_.~..__... ..--"~-""'-'-.-
.I2()5:_,..,__._ u_____ "
._____......! 300, AI}!I!.TIONA.!._wrH:J..i.MliNl'!:.!!ARGI!S-.-,-_,~_-__-~-- ,----
.!1!!.!.:...~CSU~~~~.!.'.I.O......__.._ ____.. __ n....____._..m.___~. ---.------
J2.ll!, \YaL~);b-'<;>W"'~m .Ll-U~I~~LJ_l,lgIL"'[ C~ltl.l",-1"'-u_...l}.c;2t:.. #'!.7f3G~_ -..--.,--
,1}~).J9_nL28...sQhQQ1-j;axea-J:,Q ,_Datlene-.L,,-,Moy,eL#Q.5- ~3.2.o.::.JA5.___- '.
1)()4
~-_._._---_...--_._.. _._----~.~-~--_.._--~--_..,.._~-_..__.__._-------
1)05,
_...__w~n_~___"'_____" .....-._.__....____.___.__._.._________.__~._..___.._".~___._,~--~~- __.___________.H
I lOti,
~---~_.__.~--_._._..-.~._--_......._--~-_....---_... ----_.._,-~--_.,--~~--- ---
~_..lJ,J!jL_
__._ _1.,.3..0.7....9.3-
1307_
~-------,---
"----~~_."...~_._-<_._--~_.
.I1~__m_'____._______.,_______,__.._______
1400, l'OTM. SI!lTUiM/lN7' CIIARGI!S (,nlrr on I//lts 103, S",lo/l J o/ld 502, S,,'lo/l /()
2,574.50
3,891.61
----'
SOLICITATION OF S~LLER(S) TAXPAYER 10ENTlFICATION NUMBER: SELLER IS f1EOUIRED BY LAW TD PROVIDE THE SETTLEMENT AGENT WITH
HIS/HER COmlECT 1AXPAYEf1IDENTIFICA110N NIJM8[n IF THE COI1l1ECT TAXPAYEI1IDENTIFIL;ATION NUMBER (UN,) IS NOT PROVIDED, SELLEn(S)
MAY BE SUBJECl 10 CIVil on cnlMINAL PEI'MUllS IMPOSLD BY LAW. ITEM E" WHICH CONTAINS Tl'OS lNFORMATlON SHOULD BE CHECK~O FOR
ACCUnACY,
UNOU~ PENAL flES OF I'LllJUfW, I CU1l1l'Y 'It IA-' ll-l[ 1 .LN, SHowt-.J IN HilS STATEMEN1IS MY connECT lAXPAYEI~ IOENllFICATION NUMOl::R
WARNINp: 11 'IS A CHlMElO KNOWII.GLY MAKE fAI.SE SlArEMEI.11D '!HE Ulmm ~;!A'IES 0" 1HIS OR ANY OTHER SIMILAR FORM. PENALTIES
UPOI. CONVICTION CAN INCLUDE A fiNE AND IMPRISONMENT, FOR DETAII.S SEE \lll.E 1lI U,S, CODE, SECTIONS 1001 AND 1010,
,__.L_.....___._.._._ ...__ ______..__~._.__.,~,~..__...._~....~ _a.._._~__....___~__..
--------
. ,f J,~,O,U
"",'''''''''l'}~
· COMMoN~SYlVI.Nt.\
ll€PARTMf.Nr Of REVENUE
DEPT 280601
Hl.RRI G P 171
PECEO~Jo(l"a~(lASi.FIRST,~MlOO!fllfllAlllIU Ibtri bkritl",..WlltlM.
/5'/(,' 'I, ?
REV..1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(1/
,11 i(.:i-l-li~.~':~lli-';'--'
iUliI,.'"'
2 1 <J
;.,;."'<..;,.'''......~".-.';....,~.';.-.''''''-'''._+i'''4.
7 0 1 <J 'I
!E
w
C
III
(J
W
C
l' 0 IJ D
SOCl.'L Sf=CURrrv m>>MlfR
II g L g N
1'~
DAfEOf OfATH
DAT1:OF8IRTIj
09/20/06
1 TlIISilElIlRHllIU8TllEFlWJlNllUPlICI.TfWlTllIHl!'
REGISTER OF WILLS
--. -- - -
iill,OnglnalRetum 02SuPPlemll,lalRotum 0 3,R.malndo<R."'ml..."'_'....",'~."
o ~,L',nned E.tato 0 4a, Future Intomsl Compromllo I....""'... \2,12-11) 0 5, Fedol1ll E.tato Tax Rlltllm Roquiled
o 6, Doood.nt Died Tostatol_''''.WIl 0 /, Deoodont Ma~llIlned a LMng Trust~..,"'TMIl J) 6, Total Numberuf SIIfll Deposn Box..
o 9, Litigation Procoeds R_ 0 10, Spousal Poverty cllldn ,,,'''_ _12,]1," "'" HIOI 0 1t.E18ctlon 10 tax under See. 9113(1.)_ '" 01
THIS SEC110N MVs-r BE COMPLETED, All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N.WE CC>>APtETE ~ING ADORf.SS
02 11
:119 7
98.~6.2~i74
{If' ~7iSuRVMNOSPOUSE'S ~ (lAST. fIRm', ~iiclOl€UfTW..1 socw. SECUf\/rV NlAl8ER
N/A
I!:
In
li
~
I
,JANE I'. BURKE
FlRMAA\4E I"App/Ie"1
FINANCJAI. 'l'HUST SlmVICI,S COMPANY
~NUM6(R
71 243-3212
Pinancial Trust Services Company
One West High Street
CarliSle, PA 17013
1, Roal Estale (Schedule AI (1)
2, SIocI<s and Bond. (Schedule B) (2)
3, Close~ Ho~ Corporation,Par1nenJl1lp or Solo-Proprietorahlp (3)
(;1(;'1,',.',;,;1:" '~Nl'-t."
I 1 5 5 I 0 0 0.0 0
" 9 4 7 I 9 7 3. 0 4
, O. 0 0
, O. 0 0
" 4 2 0 t, 6 8 3. 0 8
, O. 0 0
0,0 0 ,
L... k_'..,-._. .__~.._.__ __. __.~ ..,.~
z
o
~
:)
l-
ii:
0(
(.)
~
4, ~.g", & No... Roce~oblo (Sche<lule D)
5, CBSn, Bank Depollll> & Mlscellaneoo. Poraonat Property
(SeIledule E)
6, Jointly Owned Property (Schedule F)
/, Inter'V~os T"nafora & Miscellaneous Non,Prubato Property
(Schedule G or L)
6, Tollt G..... 1.1111I (total Lines 1-7)
1 1 5 2 3,6 5 6. 1 2
8 4
5 0
11 0 1 ,9 4 9 . 3 4
1, 4 2 1 ,7 0 6 .7 8
I, 0 5 4 , 6 6 5 . 7 B
I 3 6 7 ,0 4 .0 0
0 . 0 0
() . 0 0
5 5 , () 5 6 5
(4)
(5)
(6)
(7)
(8)
t, 2 0 0
, 7 4 8 .
(11)
(12)
(13)
9, Funo,.1 Expen... & Admlnblnltlve Coots (Schedule H)
(9)
5 ()
5 1
10, Debts olll1lcedent, Mor1g"ge LleblKIIea, & LIella (Schedule II (10)
11, TolIl Deductlono (101111 L1n.. 9 & 10)
12, Net Valu. of E'lIt. (L1no 8 minus L1nol11
13, Charitable and Govommental BequOS!$/Soc 9113 Tru.ts for which an .Iection to tax n.. not been
mlldo (So'edule J)
14, N.t V.luo Subjtct to Tax (Llno 12 mln~. Line 131 (14)
15, Amount of Hna 1~ taxa"1e O. () 0 ,00
Z at tho .pousal tax rato , , x (IS)
0 Sooln.lruc1lona on rev."" .ldo for applicable peroontago
F- 16, Amount of IIno 14 taxable
~g at 6'1\ rate () . 0 0 X 06 (161
"'", 17, Amount of Kna14 taxable 3 6 7 ,0 4 1. 0 0
~ at 15% I1Ito S ,15 (1/)
0
l) '6, Tax Du. (IB)
19,
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Uoder penaltle..~ fA parjury, I declare thai I hIM! exmned lIlis rttUm, 1000vding arXomp.,Y11lQ Wledu1e8 and s/a8mIHlls, ~ to lh6 bflsl of my ~.-.d beliaf, it is~, COO!CI n complete. DecIMAlion Ii prepIF<< othret
I , II [I{toaref~..w~ .
StGN E OF flERSO"ESP SIBLE FOR FILING RETURN in::"RESS
C<: (/.~
NATURE OF PREPAR OTHER N REPRESENTATIVE ADDRESS
DAlE
,. ,
I. I(
-.---
DATE
IU!V.I~03 EM t {,i.Blll
I
"
C.OMMQNWfAlTH 0' PENNSYlVA.NIA
INHfRn"'NC;e T"II REHU1.N
RU10ENT DeCeOfl~T
~
___ J
SCHEDULE B L___
STOCKS AND BONDS
c===~"='~7~"=~"~-==-'-mr NuM~
ISTAte Of
IIELEN E TODD
2197.0199
(All pr.p~rtYi.I~tly:~wn.d -~lthRi;hl;fS;~lv~~~hip-;:;;~,t ~b';dl,cl;;~d';;;;S;h;;;'-;;I. F ,')-'
-----~1--'----.~~---'-'---'--.-"------.-.-"---...-
ITEM
NUMBER DESCRIPTION
1.
I.
--- ----_.~-~--~.__.~_...._~---_._-~----~._.__.._-_.
2,
3,
4,
5,
6,
7,
8,
9,
10,
1\,
12,
Il
14,
15,
16.
17,
18,
19,
20,
21.
22,
2l
24,
25,
26,
27,
28,
29,
30,
Decedent i-Jelen E, Todd cx:cl'clslld pO\\'cr~lll~lIppoillhncnt over
Ihe Roger K, Todd Tm'll Jllder Will dilled Decelllber 4, I 'J79
(i111"1 instl1l111cnt uttuebcdl, which held the 1I>lInwing lIs;ets ""
of Fchl1l11ry 13. \', {'ll
$50,000 Delnwnre \llIlIey hond 3.75%
Due 1\ 12000
$25,000 Oreelle COllnty BOlld 4,15%
Dlle 06197
9,962,985 units Penn'ylvllnill Inlel1nediute
TllS Free FUl1d
$50,000 Luncllsler County 0/04,1 %
Due 10/0: '99
$50,000 Penna Stutdl/O 5,5% due 10/98
$50,000 StudiulIl Authority or Pittsburgh
4,25% due 10/2000
Provident Teml "lIId (invested Prineil'lll cush) @$I
Income to DOD TlIW Roger K. Todd
$4,500 ruee vnlu., lI,S, Serie" 1111 SlIving" Bonds
$25,000 Penn Stille lIniversily 3.95% due 113/01/97 @$IOO
Accl1lcd interest to uat~ of denth 011 Item 4
10,103,342 shure, Pellnsylvl1llinlntellnedinte Tus Free Tl11st@$IO,29
$50,000 Delnll'l1re County (1/04,60% due 1111 5/2004 @$98,75
Accrued Intcl'cst to dat~ or lk~fllh on item 7
$50,000 PeuulI Stnte 010 4,7% dlle 12101I9X@$IOO,75
Accrued Interest to dllte of dcath for item 9
$50,000 Peuull Stnle 010 4, I 0% due 05/01197 @$IOO
Accl1wd Intcn:sl to dnte of denth Jill' item 11
$25,000 Pllrklnud SI) 4,90'X, due 09/0 1/2002 @$I 0 1.50
Accrued intcresito date uf death 011 Ik'l11 13
$15,000 Millershurg Mell SIJ 4% duo oSlO 1199 (1.11 $99,25
ACClllCd illlcrf,~sl tn dutc of' death llllltclll 15
$25,000 Commoll\\'enlth of PeIlIl1l4.5% due 0411 5/99 (II) $100,625
Accl'\lcd interest to dUll' of denth UIl Item 17
$50,000 City ofPitt,hurgh 4,20% due 09/01/98 (t,l $100
Accl1lCd intcrcsllo dat~ of d~llth Llll Item 19
$30,000 Trcdythill-EIIsttOlI'Il Pn SI) 4,1i'% due 07/01/00@$100,50
Accrued illtcresllu dute nf death on Item 2\
$50,000 Wyolllis:iing SIJ 4X% dlle OSlO 112003 @$IOO,50
Accl1Icu interest tn dUlL.' of dcnth Oil Item 2~
$50,000 Wnllellpnllpllek Mcn SI) 4,50% dlle 10/01199@$IOO,25
Accl1lCd ink'rest to dute of death un Item 25
36 ~hlln~s Aml..'ricnn TdcpllOllC &. Tdcgrnph ((11 $39,955
Accl1u::d dividend to date of (h:nlh 011 Ih:1ll 27
11 shares LU/JcIlt Tcdlllolugies, Inc, Comlllon ((~1 $SX.R25
432 ,hllres PCllu'yll'lIllinPo\\'er & I,ight Co, Resourees @ $23.4175
$ 49,250,00
25,031.25
/02,519,12
49,875,00
50,187,50
50,125,00
72.282,49
,_._ TOTAL (Also onlo, on Ilno 2, R.copllulatlon
(If more space is no.o.d, insert addlfional shatts (I' sam. size.)
VALue AT DATE
OF DEATH
0,00
399,270,36
1.476.34
4,500,00
25,000,00
447,12
103,963,39
49,375,00
562,22
50,375,00
476,53
50,000,00
586,53
25,375,00
609,10
14,887,50
171.67
25, I 56.25
368,75
50,000,00
950,83
30,150,00
164,83
50,250,00
686,67
50,125,00
831.25
1,438.38
11.88
64'7,08
/0,116.36
S
947,973.04
iSYATI OP
IIEI.EN E TOIlIl
~tv ISll'lh(U'1
ITIM
NUMln
7,
:1 8,
i
iI
,
9,
10
II
'1
II.
I
i
I
i
t' ~
i
I
q
!
12,
ITIM
NUMIER
I.
Ii
,;1
i'
~;~
~OMMONWI"UH m 'INNUiV,l.N1A
IHH'lnAH(I lAX IlffU~H
UhOlNf D.CIO'Hf
l
PILI NUM.IR
2197.iH99
SCHEDULE J
BENIFICIARIES
_..-
--
NAMI AND ADDRns OP afNEflCIARY
RlLATlONSHIP
A. To,ltobl. B'~U'1l11
C, Rohel1 'l'ml<l
129 Sll'Qyer Drive, Cnrllsle,l'A 1701 j
Class B Ben
Bonnic Kepner
169 ElIst I'omli'ct SIIWI, Cnrlislc, PA 170I:l
Class B Ben
Mildrcd W, Howell
1025 Medison Strc'CI, C.:105, Wilmington, DE 19ROI
Class B Ben
Jonathan M. Enrly
1100 Castle Rond, Sonomn, CA 75476
-
AMOUNT OR
SHARI OP ISTATE
50,000,00
Pcrsonnl propel1y liS
appraised 2,265,00
5,000,00
50,000,00
Jewell)' as apprniscd
710,00
Class 13 Bon 50,000,00
Personn! property ns
appraised 270,00
Mary I~, Foster
606 South HlInol'er Street, Cnrlislc, P A 17013
Clnss 13 Ben 10,000,00
Jewell)' ns apprnlsed
75,00
Janel A.l.Ioy<l
131 West Sontll Slre,',I. Cnrlislc, P A 17013
(Continucd)
Clns" 13 Bcn 5,000,00
NAMI AND ADDRESS OP BINIPlCIARY
a, Charltablo and Gavornmontal aoquo""
TOTAL CHARtTABLE AND GOVERNMENTAL BEQUESTS (,01.100 .nlOr on II.. 13, Rocopltulallon) 1$
(If more spac. I. n,.d,d, 'nl.rt additional .h.... of .ame ,i.l)
~MOUNT OR
SHARI OP ISTATE
'l. l\l1U. 1)"'1
ESTATI Of'
, ~~
~OMMONWI"'IHI O. 'fNN'Y~V"N!'"
IHHIlItAH(1 fAK "fUt...
mlOINfOtCIDINf
.. ..~ ... ..... .
SCHEDULE J
BENEFICIARIES
N~~~R NAME AND ADDRESS Of BINEflCIARY
A. Tall.cbl. Bequelts:
13, Helen Ocker
1J4 West High Streel, Cnl'iisle, I'A 170 IJ
14, Elizaheth Todd Trego nlll\ Ozelln J), Todd
18 Clillon Te,,-nce 129 Strnyer Drive
Carlisle, P A 170 I 3 Cnrlisle, I' A 17013
I
I
!
~
J
"
I
I
I
i
I
I
,I
Ii
i
I
15,
16,
17,
18,
Katherine E, Muller
10043 S,W, 60th COln1
Minmi, FL 33 I 50
Christina Eal'iy
7117 S,E, 18,1rd Plnee
Miennopy, FL 32667
fill NU
RELATIONSHIP AMOUNT OR
SHARE Of ESTATE
Class B Ben Jewelry ns appraised
275,00
ClllSS B Ben Jewelry as appraised
830,00
.Taekie Early Clas. B Ben Jeweh)' as appraised
1100 Castle Road 12,050,00
Sonoma, C 75476
Jllekic Ellrly CIllSS B Bcn Personal propel1y as
1100 Castlc Road appraised 1,085,00
Sonomll, C 75476
Class B [len Personal property as
appraised 45,00
Class B Bcn Personal property as
apprlliscd 80,00
N~~~ER NAME AND ADDRESS Of BENEfiCIARY
1.
Katherine E, Muller
10043 S,W, 60th Court
Millmi, FL 33 156
Christina Early
7117 S,E, IX:ird Plllce
Miennopy, FL 32667
AMOUNT OR
SHARE Of ESTATE
TOTAL CHARtTABLE AND GOVERNMENTAL BEQUESTS IAI.o enter on line 13, Recophulotlon) $
MOl)' Ellen Spnngler
253 S, College Street, Cnl'iisle, PA 1701J
Katherine g, Strohm
127 W, High Street, Cllrlisle. PA 17013
(Continued)
8. Charitable and Governmental Bequllht
(If more Ipal:1 I. n..d.d, In..rt addltional.he... o' .am. .Iza)
~f\'\~1I fX. Inlll
... ._-. ~-" ... ""-_. .. -., .
'*
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
~esIOENT DECEOfl':4T
I
I
-,~
ESTATE OF
Helen E. Todd
-~ -
ITEM
NUMBER
A~' Funeral Expon....
1, Carlisle MeIrorial
PI.a.. P,lnt or Tvp.
ell NUMBER
2197--0199
--T AMOUNT
I
B,
4,
C.
1.
2,
3,
4,
.5,
6,
7,
8,
DESCRIPTION
Service
1,
Admlnl.t,atl". Co.ls'
Pe"onol Repre.entctive Comml..lon. Financi al Trust Services C~y
Social Security Number of Per.onal Repre.entatlve: - 25 - 1767611
Vear Commission. paid _~_--'-
2,
Attorney Fee.
Martson, Deardorff, Williams & Otto
3,
Family Exemption
Claimant .
Addre.. of Claimant at decedent'. deolh
Strept Addre..
City .
State
Zip Code
Relailon.hlp
Probate Fee.
Register of Wills, Letters Testarrentary
MI.eellaa.ou. Exp.n....
Steven W. Barrett Real Estate, appraisal fee
127 West High Street property
Rowe's Antiques, appraisal of personal property
Mountz Jewelers, jewelry appraisal
Cumberland law Journal, advert.isi ng Letters Testamentary
The Sentinel, advertising Letters Testamentary
Recorder of Deeds, filing Releases
Register of Wills, Short certificates
Misc. Closi ng and Fil i ng Costs
TOTAL (AlIa enter on line 9, Recopitulollon)
(If mo" .pae. I. n..d.d, In..rt additional .h..t. of .am. .iz.,)
85.00
34,762.34
12,000.00
527.00
400.00
65.00
1,166.00
60.00
59.50
52.00
24.00
1,000.00
I
IS 50,200.84
,
",,,,,,,,,,,,, *' 1 SCHEDULE I
<O""""W"U" III """'\1""" DEBTS OF DECEDENT,
'"':l::::i'~i'.\~~:m:'" MORTGAGE LIABILITIES AND LIENS
mAt.OJ - -w..........,-.'.,..-....- .~._-- ..
--~_.__.~..,-_.~._-,.-...-.-~-----~--
PI.a.. Print 01 Typ.
I~UMIIR
2197.0199
I II ',I.I !N 1\ TII})I)
ITlM
NUMIIR DESCRIPTION
-~'-"""'--~'--""~~--"-'--'~'-_.~-._.,---~.-.....~--.---,-----
I-~~OUNT
- -~._". .~-~".. ~--~.~___._...~m_.______.;_...._.._~".~_~_._M..
I, I'n"lentiul, plelllllllllnlllll renewnlpllliey
2 JlIlllper" i ':It-etlle, lepull'
,1 J IDIS, hnlnnee dlle
4. Ehllieh, lel1l1itc ill'lwetlllllnnd ,e,,'Iee
5, Curti, E, Ilnll, HIIIIW lelllllvnl
(" TV Cnhlc IIfCnrli,I..
7, lIc1wdelc Mcdienl CII'1'
H Cnlll,le IlIInging Ass"e,
~, TrnvclclH, prelllillllll'nlllnhle itelll' plllle)'
10, Chock dilled pliol to denth to MlIltiple SehloriRIR
II. Check dlllcd prlol tll denth to Fil,t Ullited Church of Chri.t
12. Clwek dnted prilll tll donlh III Blllollgh ofCnrllslc
Il Chock dnled prillI' tll dcnlh to First 11nlled Church of ChriRt
14, Check dnted prior to dcnlh 10 Zelln Mnllllln
15, Che<.k dnted p"io" III delllh f(, Bosler Flee Lihrnry
I (" Check dllted priol to denlh to Westlll~hou,c Systoms
17, Check dlltod pllol tll denth tll AmoliclIlIl.ung ASSII,
I H. Check dated pllol to denth to Filst Unitod Chlileh of Christ
19. Clll'iisle plllhology Assoe" P,C,
20, IlIl10 MlIlllllnin Anosthosill Assoe,
21, l'lIpitnl TlIx Collectilln Burenll, ljunltell)' wilhholding
22, ClIpitlll TlIx Colleetionlllllenll, OoellPlltionnl Privilege TlIx
2l I'A UC FlInd, IInemplo)'monl o'"npell",tion wilhheld
24, R '1', Stine, JI" Inc" ropllirs to slOl11l window nnd gllte
25, PA Dept. IIfRel'Onlle, qllnrtcIly withholding tnx
2(" Grnhnm Molor Co.. Jne" replnee bnllelY
27, BIIIIgher Inslll'llnee Agency, premilllll
2M. Junul ^. Lloyd, l'cimhursl..' lilr OSpl.'IlHCH
2'1, GlcennwlIlt & Co" IIIe.. pll)'rllJltn' rellll1lS
30, IlItel1lnl Rel'elllle S,,"vico, J'cdemlt Jnomplo)'mellttox
3 I, ClIrlislc Mnil Room, Pllcknglng IIl1d shlppillg oI'PCI.OIIIII propcl1)'
32, Ol'eclIllII'1l1t & l'o"P,C" plCpllllltiollol' I~% Federlll & Stlltc Income TlIxRctum8,
Jl Wnlsh '81.1111'11 & Llllldsellpillg
34, JOlllllhnn M, Enrly, reimhllrsc Ihr powdel hom
35, l'ro.rnted Relll Eslote Tllxe" 127 W, High Sllcel
)(" Pro. rated Rents, 127 W, High Slrecl
37, Steven W, Blll1'ett l/ellltors,l1l\1lcrs Ice
38, 1% Renl Estnlc TrnllstCI Tllx
JI), OI'CCI1I1WOIt & Co., p,e" pl'OlcssitJllnl SL!I'VICCS
40, I'A DCl't, OfRevcnlle, I ')<J6PA40 Extenlioll pnymont
41. P^ DCl't, Of R<'VOlll'O, ()lIl1rterl.v "slimnlo
42, "A Dept. 01' Rel'Clllle, hlllllllce I ')'J(, tox dllc
4l IRS, 19% 10411 ""ontioll pn)'mollt
44, IRS, ()lIl1l'terl.v "slilllllle
45. Dor!cllc L. Moycr, TII\: Collectol', p~rs(lnllllnXcs
4(1. Dndenc L. Moyer, '1'11,'\ ('(l1l~~1(lr. fenl cst ate IUXllH
--'--- -{{.~~lt
419,00
20,75
99,93
263,94
50,00
158.42
24,00
14.78
6nOO
100,00
900,00
41.J2
5,000,00
24,50
100,00
24,00
100,00
50,00
15,75
45.47
141.05
10,00
120,01
39,00
394,94
160,88
241.00
50,71
150,00
56,(,1
522,20
(,25,00
2(,0,7(,
140,{)O
87,98
211.26
1,000,00
1,550,00
385,00
550,00
300,00
276,00
16,000,00
(,,500,00
9,'10
570,~5
TOTAL IAI.o onlor on lino 10, Ro,apltulatlonl $
(If mort 5pace "5 n..dea, insert addifionaJ sheets of same size,)
A. '1'0 pay tlie 1MOIMt.h0~ofl'nmhut, not j,o oy'o,on of a
Il\ln1 oqual t.o 5~) of tho not fair morleet,valno of tiho e.a$oto of
l'h1s t,r\\at., vnl\\od annually, to my llifo, lIolon In. 'l'odd i in oaoh
t.n<lohlo lIC'o,r of tho trunt dnrinr, horUf" in ~uoh poriodic
inoto,llr,lOnt,Q M t,l'uot,O" allall find oonvoniont, but at. loast. as
orton 0'\ 1I1onthl.y., Any OIIlOUnt of tr\lflt, incorHl in axe03" of r,~(
, Of t.ho not fair marltot, value of tho aMeto of this t,ru~t, "aluod
annl\~11.)', shall be diotri\lutad t" my wlfo at, tho end of eaoh trust
yooI' to tho o:<tont t,hat t,ho "~Rl'Qf,at,o of t.ho amounts paid in pdor
yeal's \/OS 1<'30 than tho a~~r'lI~ato of tho maxi-mum nmounto J, r in
ench yonl' tthol'Q had boon paid a sum oqual t,o ,)J of t.ho not fair
markot, valnil or,th,' ascets of this trltst" vall1lld annllallv. An"
"XOOO$ incom,' not so distl'i,Ill\tod to my wife 5hall ho addod t,o
I'
pl'ineipal.
qh" ob1i!~ation to maleo i\n;,t,runt pavnlonts hOl'Olll1r1e,' 5hall
commcrtcaat tho data of ffi)', doath, althoUIT,h f\ctual na~rmontmaV
1m deferred until tho ond of t,he taxable year of tho t~llst, in
l'lhich oCOlll'n the comploti1 l'undin?~ of the trlWt, ; if nHyoment. ia
60 doforred, thon \1it.hin a rcoBonablo pOl'iod of t.imo aft.or tho
complete funding of the t.l'ust, trusteo shall pal' t.o m)' \11fo (in
t.h,' caso of' an undorpaYrMJIlt 1 or be ""paid bl' m)' \'Iifo (in the
CD..fwbf an OVi'lrpaymunt) an umnnnt ()qual to the rtiffni"l1ncf)
[."),)1',\'100n tho amount (letHally patti plus int.'.,:!'nst thOl'non at (r-!.
ayo8rcornpClundoc1 tlonnally anli 1;hn amount pa~'nhl\) t)lllG j.ntt)l~~:1t
thvraon at t~J~'.'! a. yoar compoundnd nnnHD.llYi detol'lllination of' the
amount palrahlo shall bo mado in acaotd \'I~t,h Re>l'.. 3ee. lJ,Ai,"l (a)(~',l,
In oa1cllJ,atiM not fair marltot value t,hel'0 ahaH be taken into
aocount all aSMts and liahi1itioS l'lithollt, l'o'~al'd t,o !'Ihet.hol' t.ho
patt1oulal' it1m3 t\l'1;i'takon into acoount- in ctot',0pminin'7, -thC'l :tnccmo
oJ' tho t~"\U'jt ,and tho net fair markot, valn.,)8hnll ho detor'mj,hl.Hl
1'\
/.F/t-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
(1/
BUREAU OF INDIVIDUAL TAKES
IlttUU1AltCl: tal< DIVIGIOH
DtPT, ?1I0601
HAIUUSfttlRG, flA 111P.1I-P6DI
NOTICE or INtlERITANCE TAK
APPRAISEN[NT. ALI.OWANCE OR DISAI.LOWANCE
OF DEDUCTIONS AND ASSESSNENT OF lAK
II\'-IU' U H~ It,.",
05'31-1999
TODD
02-13-1997
21 97-0199
CUMBERLAND
101
E' ---- A.ouOtii..itted --=-l
-'=-=...,.",.......:=r.
--_.._-~--_.~-
MAKE CHECK PAVABLE AND REMIT PAYMENT TOl
REGISTER Of WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiE"Y=is4;-EX"AFii-ni9":97Y"iioYici!--o,,-YtiHERI"TANCE-''fA"nip'iiiiAIsi!HEiiT-;-,m~oiiANCE-(iR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN E FILE NO. <1 97-0199 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
HELEN
E
JANE f BURKE
FINANCIAL TR
1 W HIGH ST
CARLISLE
SERVICE~,c
PA t1'013
ESTATE OF TODD
DATE 05-31-1999
TAK RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING-FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..I estate (SchadulCl A)
2. stock. and BondI! (Sch.dul. B)
3. CloslIly ".ld stock/Partnership Int.rest (Schedule C)
4. "ortgegas/Nota. RacMivabla (Schedule D)
5. C.~/Bank Daposjt,/Hisc. Parsonal Property (Schedule E)
6. Jointly Owned Prop.r-ty (Schedule F)
7. Transfars (Sohedule G)
8. Total Assats
) CHANOED
11) 155.000,00
(2) 947.973,04
(3)_ ,00
(q)_ ,00
IS) 420,683,08
(6) .00
(7) ,00
(81
NOTE I To Inlur". propar
cr.dit to ~our ~countJ
subMit ttl. upper portion
of this for~ with your
t.w p.y..nt.
1,523,656 ,1~
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer.l Expenses/Ao.. Co.t5/"15C. Expenses (Scnedul. H)
10. Debts/Mortgage Liabilities/Lians (Schedule X)
11. T ota1 D4tduct!on.
12. Net Value cf Tax Return
13. Charitable/Gcvern..ntal B_qua.ts] NonNelected 9113 Truet. (Schedule J)
14. Net Value of Est.t. Subj,lJc:t tc Tax
50.200,84
51. 748,50
Ill) Ip1.949 ~4
(12) ~421.7~
1l3J 1.054.665,78
11',) , 36",041. 00
(9)
110)
If en eeseSSMent was issued previously, lines 14, 15 and/or 16, 17 end 18
reflect figures thet include the totel of ill returnB essessed to dete.
ASSESSMENT OF TAX:
IS. A.aunt of Line 14 at Spousal
16. A~unt cf Line 14 taxable .t
17. A.aunt cf li~ 14 taxable .t
18. Prinoip.l Tax Due
NOTE:
will
,00 K ,00.
,00 K,06.
367.041.0Q. K ,15.
118)
,00
,00
55.056,15
55.056,15
rat-
Lin..l/CI.as A rat.
Coll.t.ral/Cl.s. 8 r.t.
I1S)
116)
117)
TAX CREDITS:
PAVNENT
DATE
05-13-1997
RECEIPT
NUHaER
AA211297
DISCOUNT l+)
INTEREST/PEN PAID (-I
2.752,81
AI10UNT l'AiD
52.500,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
---
TOTAL DUE
55.252,81
196.66CR
,00
-----
196,66CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN 81. NO PAYNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU NAY 8E DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
RE$ERVATlOlh
_or
NOTIce.
PAYIENT,
REFUND (tA),
Eltat.. of deMdllnh d~l"" ~ or blfor. DeoNbet' 12, l'YIt ... if ...v future lnt.r.U In the ..t.t. II tr.......rnd
In po.....lon or ",jo~t to CI... . (ooU,t.r,,1) bentfloJ,r... of the deoadMt .ft.r the ..1tlUon of MY ..t.t. for
life or for ~rI, the C~.lth hIIrHY 'lCpr."lY t"'r"" thll right tet 1PPI'I1N -.net .0.... trlllnlftr InhlrHMOtI TUI'
et ttMl...ful Ch.. . (collet.rlll rata on .tY "uch fuhlr. lnt.,...t.
To fulfill the r.qulrllHnh of SIOUon ~140 of tM Inhtlr1tWtOI 80d E"t.t. TllC A(lt, Aot 21 of 1995. (72 P.I.
DecUon.140),
PetltCh the top portion of this Notie. IInd .~1t ..ith ~our PIYHnt to the R..tlter ot' NUh printed on the ,.ew,... IJde.
--.... ctt.ok or IIOM~ order p'!lablll tOt RBGISTER OF MILLS I AGElfT
II nfund of . tllC crodit, which .... oot requeMttld on the T.x Alturn, ..y bti rllqu..tlld by OOIlPlaUOI en "Apf>>l1C1Uon
for Rlfund of Pennly!v.,.da Inn-rHafloe IInd t,ht, 18M" (REY~n1!). Appl1olUon. .re Ivallable .t tM Offloe
of tt.. Ra"lIt,,. of W11l1, any of thl 23 R.v.nutl Dhtrlct Offio.., or b!tf oal11ng th8 .,..oi.l tlt-hour
Il"uh..rina ..rvlc. ~r. for fora. ordllrlngl In Penn.!tflvenll!ll 1-800-362-J!050, outsldti Penn.yh....i. IInd
within local H.rrl.burg ar.. (717) 787-8094, TDOI (717) 772-2252 (H..rlng lip. Ired Only).
OBJECTIONSl Any party in inhru.t not ..thfl.ct with the appr.lloent, _11oN8Ool or db.UowlnCl. of deduction., or ....."..,t
of tak (Including dl.oount or Int.r..t> a, thown on thll Notice .u.t objeot within .ikty (60) dey. of recalpt of
thh MoUet b'ill
AIlHIN
ISTflAUYE
CORRECilONSI
DIScotIfT I
PENAl'lVI
INTEREST I
--wrlttlltl prohllt to the PA Depart..nt ef R.VenuA, Board of Appaah, Dept. 281021, Harrhburg, PA 17128-1021, OR
--1II1~Uun to ha". thl Rttar cht.ralned at 8Udlt tJf the ltCeount of the par,onel repralant.UV." OR
--~I to the Orphan,. Court.
FDCt~l .rror. dl.eoy.red on thl. l!II.....-.nt .hould ~ Iddr...~ in writing tOI PA Dapart~t of Ravenut,
SUraau of Individual Tax.., ATTHI POlt A.......nt Ravlew Unit, Dept. 280601, Htrrllburg. PA 1712.-0601
Phone (711) 787-6505. Sa. page 5 of the booklwt "In.tructlon. for Inheritance '.k Raturn for. R..ldant
Dac~t" (REV-1S01) for an akp18n1tlon of adalnl.trDtlv.ly correetlbll errors.
If ...y tak dufl 11 Pftld within t.hr.. (3) cal.ndew ItOnthl .fter the ckteedent., dlath, . flva perc.,.t (&X) dlSClDUl'lt of
the tak Pllid 11 .lll>>$d.
The 15X t.x ~~t~ non~partJolpatlon panalty i. ~~utod on the total of the taM and lnt.re.t ......ad, ~ not
paid baforo J~ary 18, 1996, tht fir.t dly after the end of the tak -.nasty perIod. Thl. non-partlclp.tlon
pana1b Is laPPa.labla In the un aDllntl" and in U... thll S.. thlKl pII"Jod .ft. YOU would appeal the tak lINt Intara.t
that has bHn .'/le...ad .s inc:t.\catlMt on thh .'.otic..
Int.r..t is (Iharged b4tQlmina with flr.i day of d.lInquency, or nlM (9) IIOOth. ltnd ona (1) day froa the data of
daath, to t~. data of payaant. Takas whloh baa... dalln~Jent b.fora ~ry 1, 198Z be.r int.ra.t at the rat. of
.he (0:0 parcant par ennu. calculated at l!I dally rat. of .D001M, All tak.' Nhioh bee... delinquent on Md aftar
~ry 1, 1982 will Mar InterQ,t at a ..atlt which ..111 vary froa oalar.dar yair to c.lander year wittl thet rata
announced by the PA nepari.wtt of R.venue. The applloablll Jnter..t rlllt.. for 1~82 through 1999 aral
'!!.!r Int.re.t Rata Dally Inh.ra.t Fl!tCltor :!!!r Inta"..t Ret. Ollh InteraU Factar
1982 'O~ .000!J48 1988-1991 11% . DonDl
1985 161< .000438 199' 9;: .000247
1984 11:< .000301 1993-1994 7~ .000192
1985 In .000356 1995-1998 .~ .OOOlf,7
1_ 10i: .00b274 199. n .000192
1987 .~ .000247
~-Intara.t 1. calcu1.tad a. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--AnII' Notice h.ued after the tOI( ~ON' cktlinquent will ref1~t. an Intere.t calcul.UCll to fift.... (15) ct.y.
bell'ond thl data of the .......-nt. If pav-ant II aide aftar the lntera.t ooaputation date lhoNn on the
HoHoe, addlt.iCJnllI intere.t IIlllt M caloulatMl.
PIJRt>OSl1 Of
NOTICE I
To fu1fAll thl r.qulrltHl'ltl of SIOtion '1145 (bl of 1h. Inh.rltanoe n Elt.t. Tal< Aot, Act 21 of 199&.
(72 P,R. 'HUon '145),
PA'(tENT,
DetMlh tM top porUon of thh NotiCe 8nd ,ublI1t with your Plyunt to th8 Atgllbr of NUh printed on the
rlVtlrH ,1de.
~. .... oheok or -.ney order paYllb1a tOI REGISTER OF MILLS, AGENT.
REFUNlJ (CR) I
It r.fund of . tll< orltdJt ..y be r~.t.cf by oapllUnu Itn "AppliCtIlt1on for Refund of Ptnn.y1vllnl.
l~ritmnoe .nd E.t,t, TaK" (REV~111S). Application. ar. Iveilebll It tht Offiol of tho A..l.tlr of Will.,
eny of the l3 R.v~ 01.trlot OffielD or frOM the o.plrtltnt'l 2~-hour entwtrlng ,Irviol nu.blrt for for.. ordering:
In ~,Ylvenla 1-800-562-2050, o~t.lde Pennsylvania end within loc.l Hlrrllbvrg It.. (717) 7a1~eD94,
TDDt (717) 77Z-ZZSZ ("-Iring J.palrad only),
OIlJECTIONSI Any perty In Int.r..t not ..tllflad with tho IUI.IIQnt of tlK as .hoNn on thb noUoe .liIY objltOt wIthIn
sixty (60) ~y. of reoeipt of thi, Notice b~l
--writt., proh.t to tn. PA Dflpart..nt of RevAno_, BOllrd of ^ppeah, Dept. Z81021, IIlIrrl.burg, PA 17128.1021, OR
-".lectlng to heve the IUltt.r deter.ined at audit of the plnon.1 r.pr...nt.Uv., OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECYIOMSI Feotuel .rror. di.cov.red on this .....I.-nt .hould be Iddr....d in writing to, PA Dep.rt-.nt of R.v~,
Suruu of Individual T.x." ATTNI Po.t A......."t Review Unit, Dept. 280601, H.rr!.,burg, PA 17128-0601,
Phone (717) 787-6505. s.. flep 5 of the booKht "In.trOClUonll for InherltMCe Tal( R.turn for. R.lident
Dec~t. (REV.lS01) for an .l(p1en.t~on of .dalniatratlv.l~ oQrrect.ble .rror..
PENAL TV,
The 15X t.x .-ne.ty non-pertlclpation p.nalty Is c~utld on the total of the tax end int.r..t .......d, end not
paid before January 18, 1996, thfl Urtt day aHer the end uf the hI( e.ne.b periOd. This non.parUoip.UM
~lty i. ~leble In the .... .~r and in thn the .~ ti.. periOd .. you Nould app.al the tex end Int.r..t
thet he. been .......d a. indioated on thll notlc..
C.
INTEREST'
For dete. of death on or after ]0-3-91, Penn.ylvanla [Itete Tax b..ed on the Fed.rll E.tet. T.x
r.turn ~. del~nqu.nt .t the expiration of nl~ (09) _onth. frOM the date of d..th.
For dat.. of death prlor to 10.3-91, Penn.ylvania E.t~t~ Tax b..ad on the F.deral E.t.t. T.~ r.tijrn
_OM' dflHnquent at the explration of .ight.an ClIU .onth. frOll the chit. of deQth.
lax.. which bee.. MHnquctnt &Mfar. January 1, 1982 Mar Int.r..t at the ret. of .11< (6iO paroent p.r ~
calrolatad at . dalb r.tG of .000164. All tll'll'.' tfhioh blo... IBUnq\I8nt on 01' .U.r .Ianuary I, 1982 will b..r
Int.r..t at a r.te which will vary froa cal.nder ye.r to callndar v..r with that rat. announced by the PA
D8PartMent of R.v.nue. The IPPlloable int.r..t rate, for 1982 through 1999 ar.,
Ve.r lnt.r..t Rat, O.Uy Inter..t f8(ltor V.ar 1nter..t R.te Oalh Intl"..t ractor
1982 UX ,000548 1988-1991 l1X .000301
1983 16X .000';38 199' 9% .000247
19~ 11:< .000501 1993-1994 n .000192
.\985 1n .000556 199&-1996 9~ .0002';7
1966 lOX .000274 1999 7X .000192
1987 9X .000247
~-Inter..t A. caloulat.d .. follows,
INTEREST = aALANCE OF TAX UNPAID X NUNBER Df DAYS DELINQUENT X DAILY INTERBST FACTOR
uAny NoUce I..~ .ft.r the tal( Mea... dellnquant wJl1 refleet an int.r..t oalculaUon tn flft"" (1S) dlY'
bayond thli date of the ........nt. If PIYMnt Is .ads aft.r the int.r..t ~OllPutaUO" data .hOWn on tht
NotioD, addltlonal Inter..t .uMt b. o.loulat.d.
-III'
tlllICE.
To NUll1 the ,",",,1,...,tl of &MUon 2145 (bl of the ~nherltlnOli nt Eat.t, TIX Act, Act !l of 1991. (7'2 P.S.
kotlon 9141il.
PA'tfEKT1
Deteoh ttw top portion af \hit Notice Ind ..it with your PII~t tCl theI Regilte,. of Nllll printed on thI
river.. .Ide.
u .... d~ or ItOMY ordtlr ".)fIlIbll tal REGISTER OF MILLS.. AGENt.
REFUNP(CRh
A refd'MI of . tllC credit uy tMI r'q\Ml.t~ by OOIIpllUno In "Application for Refund of Penn'Ylvenla
Inn.rit~ end E,t.t, laK" (Rf.V-l!l~). Application. ar. ~v.ll~l. _t th. Offiol of thI Regllt.r of Nl111,
Wly of thli 25 R.,,~ Dbtdet OfficI' or frOll tiN o.p.rtMnt', 24-hour lIfl....rlno ..rvloe nullber. for for.. or.rlng!
In PennwY)"Wlla 1-800-362-2D50, out.l~ p.nn,ylvania ~ within 10011 Harrltbura ere. (717) 7e7~e094,
TOO' (717) 772-22S2 (....rlna IlIPalr~ Only).
OBJECTIONS: Any partv In lnt.r..t nbt ,atisfled with the ....s..-nt of tlM II thoNn on this notl01 "Y object within
.l~ty (60) ~y. of r~.lpt of this NotIce bYI
".writt.. ptot...t to tho PA lktpartHflt of Re"~, 1I0ard of App8ab, hpt. 281021, .-rrhburg, PA 17128~1021, OR
~~.leoUno to h8ve the _tt.r cklt.r.ined at ItUdlt of the par.ONIl topr....,t.Uv., OR
n8PfHI.l to ttM Orphan" Court
ADHIN~
UiTRATXYE
CORRECTIONS I FMltual "rtore di.co".r"d on this 1I.IleO..GOt .hould be eddr...8d In writing tOI PA o.p.rtlMtnt of R.v....,
Bur... of Il'Ic:U"id\dl T8l(u, ATTNl Po.t An."Mnt Revl.., Unit, Dept. 280601, Hlrrisburg, PA 17128~0601,
Phone (111) 767'6~05. See page S of tho book1.t "In.tructlon. for l~rltenCl. Tax R.turn for. R..ldent
n.~tft (REY~ISOl) fDr an .xplanatlon of au.lni.tratlv.ly correotabl. .rror..
pt....lTVI
The 15;(' hI( ..,..ty nowpartlclpaHon p.nalty 11 cOllputed on the tot"l of the talC Met Int.r..t .....ud, tnd not
paid before January 18, 1996, the fir.t day aft.r the end of the tax .-nesty period. Thl, non"partl~lp.tlon
pemlty 11 llfJPtIflllKtle In the ..... .;tOner and In the the IUM tl.. period .. you would eppMI the ta)( end Interest
that he. been o.....ed III indlcat.d on this notice.
INTEREST I
Addltl~l Pennsylvania Estate TIIIC .B..o~.d a. .. r.sult of . ch~ on the F.deral E.tatQ TalC olollng
l.tt.r HtOM. dlillnquent at too .ICpir.t 100 of one (1) uonth frat! the datl;! the f iMl ootiCI of tM lncr....
In F.dGrlll Elt&t. t8IC I. r.celved.
Take. tlthlch bee... delinquent before J8nUIlry I, 1962 tHIIIl' Int.r..t .t ttM ,..te of Ilk (6X) ptlro.ot par .,.....
caloul.t~ .t .. delly I"at. of .000164. All tax.. which b8clIIIHl de1Jnquent on or aftar Jenuer)' 1. 1912 will but
Inter..t at a rate which will vary frOB calendar year to cal.ndar y.ar with thBt rat. ennounoed by the PA
o.pert.ent uf Aev~. The 8Ppllc8ble Int.r..t r.t.s for 1982 thro~l 1999 arel
!!!r Intere.t Rete Daily Int.r...t facto! V.ar ~.!L!!.!!! Deily lnt.rut F~tor
,... 20:! .OOO~8 1~88-1991 m .G00501
'''' 16l< .000438 19'92 " .000241
1984 In .000301 1993-1994 " . D00l9Z
1965 13)( .000356 1995~1998 .. .000247
,- lDit' .000274 ,... r, .000192
,.., ox .0011247
~~Intar..t I. calcul~t.d .. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBtR OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~~Any Hotlc. I..ued aft.r ~ talC bec~. delinquent will r.flaot ~ Int.r..t calculation to flft.-n (15) dI)'.
bayonet the uta of the a......ont. If pa!lflllnt III Qde aftar the Intllr..t ClOIIputMlon dlata ahoc<<'l on thl
NoUoa, IIddltlU'lal Intllr..t .w.t be calculattld.
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3/20/Q7
3/24/97
3/25/97
3/27/97
3/28/97
3/31/97
4/1197
4/2/97
4/3/97
4/7/97
4/8/97
4/9/97
4/11/97
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4/18/97
4/21/97
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4/28/97
4/29/97
511197
512/97
515/97
518/97
5112197
5/13197
5/16/97
fBl.!iCIPAL DISBURSEMENTS Icontlnuedl
Belvedere Medical Corp" balance due
Carlisle Imaging Assoc" balance due
Janet A, Lloyd, wages
Ehrlich, pest control
Travelers, Insurance premium
TV Cable of Carlisle, service
Janet A, 1.I0yd, wages
Janet A, Lloyd, reimburse for underpayment of Federal Withholding
Janet A, Lloyd, wages
United of PA, sE<rvlce
Check 6034 dated prior to DaD payable to Multiple Sclerosis
Check 6048 dated prior to DaD payable to Borough of Carlisle
Check 6042 dated prior to DaD payable to First United Church of Christ
Check 6043 dated prior to DaD payable to First United Church of Christ
Check 6046 dated prior to DaD paysble to Zelia Mallsln
Check 6049 dated prior to DOD payable to Friends of Bosler Library
Check 6047 dated prior to DaD payable to Westinghouse Systems
Check 6028 dated prior to DaD payable to American Lung Assn,
Check 6044 dated prior to DaD payabie to First United Church of Christ
Janet A. Lloyd, wages
Carlisle Pathology Assoc" P,C" balance due
Darlene L. Moyer, 1997 personal taxes
Darlene L. Moyer, 1997 real estate taxes
Steven W, Barrell Real Estate, appraisal fee
PP&L, ssrvlcs
The Senllnal, advertising Lellers Testamentary
Internal Revenue Selvlce, 1996 1040 Extension Payment
Internal Revsnue Service, quartsrly estimate
PA Dept. of Revenue, 1996 PA40 Extension Payment
PA Dept. of Revenue, quarterly estimate
Janet A, Lloyd, wages
Westinghouse Security Systems, balance due
Blue Mountain Anesthesia Assoc, PC, balancs due
Janet A, Lloyd, wages
UGI Corp" service
Capital Tax Collection Bureau, quarterly withholding
Capital Tax Collection Bureau, occupational privilege tax
PA UC Fund, unemployment compensation withholding
R. T, Stine, Jr" Inc" repairs to storm window
PA Dept. of Revenue, quarterly withhOlding tax
Borough of Carlisle, service
Janet A. Lloyd, wages
TV Cable of Carlisle, service
Rowe's Antiques, appraisal of personal property
United of PA, service
Janet A, Lloyd, wages
PP&L, service
Janet A, Lloyd, wages
Wesllnghouse Security Systems, balance due
Register of Wills, estimated PA Inheritance Tax
UGI Corp" service
Mountz Jewelers, lewelry appraisal
24,00
14,78
350,00
100,70
633,00
26,14
350,00
864,00
350,00
43,61
100,00
41,32
900,00
5,000,00
24,50
100,00
24,00
100,00
50,00
350,00
15,75
9,90
570,85
400,00
52,62
59,50
16,000,00
6,500,00
550,00
300,00
350,00
24,00
45,47
3S0,OO
146,00
59,15
10,00
88,73
15,00
165.62
23,88
350,00
26,14
65,00
38,75
350,00
46,13
350,00
24,00
52,500,00
146,00
1,166,00
-4-
PRINCIPAL DISBURSEMENTS 'Icontlnued\
Recorder of Deeds, filing releases 52,00
Borough of Carlisle, service 23.68
5/19/97 Janet A, Lloyd, wages 350,00
5/21/97 R, C, Stine, Jr.,lnc" repair rear gate 12,00
5/23/97 Janet A, Lloyd, wages 350,00
Graham Motor Company, Inc" replace battery 160,88
5/28/97 TV Cable of Carlisle, service 26,14
5/29/97 Baugher Insurance Agency, premium 241,00
8/2/97 Janet A, Lloyd, wagss 350,00
6/3/97 Sprint, service 39,13
6/4/97 Register of Wills, Short certificates 9,00
6/5/97 Greenawalt & Company, PC, preparation of payroll tax returns 150,00
6/6/97 PP&L, service 46,36
6/9/97 Janet A, Lloyd, wages 350,00
6/10/97 Internal Revenue service, Federal Unemployment Tax 56,61
Wsstar Security Services, balance due 24,00
6/16/97 Janet A, Lloyd, wages 350,00
UGI Corp" service 159,87
Borough of Carlisle, service 18,94
6/18/97 Janet A, Lloyd, reimburse for mall room supplies and trash bags 50,71
6/23/97 Janet A, Lloyd, wages 350,00
Carlisle mall room, packaging, shipping and Insurance 450,75
Register of Wills, Short Certificates 9,00
6/24/97 Greenawalt & Company, PC, preparation of 1996 Federal and
State Income Tax Returns 625,00
6/30/97 Janet A, 1.I0yd, wages 350,00
7/1/97 TV Cable of Carlisle, service 26,93
7/2/97 Sprint, service 39,41
717197 Janet A, Lloyd, wages 350,00
7/8/97 Register of Wills, Short csrtlflcates 3,00
7/10/97 PP&L, service 27,51
7/11/97 Capital Tax Collection Bureau, quarterly withholding 63,70
PA UC Fund, unemployment compensation withholding 31,28
PA Depl. of Revenue, quarterly withholding 178,36
7/14/97 Janet A, Lloyd, wages 350,00
7/15/97 Walsh's Lawn ,& Landscaping, lawn care 260,76
7/17/97 Westar Security Services, balance due 24,00
UGI Corp" service 124,95
7/21/97 Janet A, Lloyd, wages 350,00
Jonathan M, Early, appraisal value of powder horn broken In shipping , 140,00
7/24/97 Carlisle Mall Room Jewelry to Jonathan Early 71,45
Borough of Carlisle, service 18,94
R,C, Stine, Jr" Inc., repair door In garage 12,00
7/28/97 Janet A, Lloyd, wages 350,00
7/29/97 PA Dspl. of Rsvenus, 1996 PA40 additional tax due 276,00
7/30/97 TV Cable of Carllsls, service 26,93
8/4/97 Sprint, service 39,00
8/6/97 PP&L, ssrvlce 29,79
8/11/97 Ehrlich, balance due 100,70
8/12/97 Westar Security Services, balance due 24,00
8/18/97 UGI Corp" service 238,00
8/20/97 Borough of Carlisle, servlcs 23.68
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Internal aevenue Service
~str.ict Director
DATE:APRIL 6/ 1999
Department of the Treasury
Estate of:HELEN E, TODD
Decedent's Social Seourity
Number: 198-36-2574
Date of Death:
FEBRUARY 13, 1997
Person to Contact:
BERNICE MASON/23-07616
Contact Telaphone Number:
(215) 861-1155 X158
not a bill for tax due)
FINANCIAL TRUST SERVICES CO
C/O ONE WEST HIGH ST,
P,O. BOX 220
CARLISLE, PA 17013
Estate Tax C',osing Letter (Thill j,8
,
,
I
I
I
, I
I
,
Our oomputation of the Federal tax liability for the above estate
is shown below, It does not ino1ude any inter-est of late payment
penalties that may be charged, Other penalties have been oonsidered
in the oomputation of net estate tax below, You should keep a oopy
of this letter as a pe~~anent reoord because your attorney may need
it to close the probata prooeedings for the estate. This letter is
evidenoe that the Federal tax return for the estate has either been
accepted as filed, or has been accepted after an adjustment that
you agreed to.
This is not a formal closing agreement under section 7121 of
the I,n ternal, Revenue Code, We will not reopen this case, however,
unless Revenue Prooedure 94-68/ reproduced on the back: of this
letter / applies,
If you have any questions, please contact the person whose name
and telephone number are shown above. Thank you for your
cooperation.
"
Sincerely yours/
I
\ I
I
: 1
~~
Deborah S. Reilly
District Director
JC/BM
Tentative Tax..,..... ....""."""."."'....".,.,.$
Less: Aggregate gift taxes payable
(for gifts made after 12-31-76), ,$
Unified Credit, ,.."",."",., ,.",... ,$
Credit for State death taxes.., ,,'... , , ,$
Credit for Federal gi.ft taxes
(on gifts prior to 1-1-77) , , , , , , ,$
Credi.t for foreign death taxes"".,.$
Credit for tax on prior transfers,. , .$
Total subtractions, , , , , , , , , . , , , . , , , , , , . , , , , . . , , , , , , , . ,$
Net estate tax."".. , , , , , , , , . . , , , . , , , , . , , . , . , , , , , . , . ,$
Generation-skipping transfer tax",.,., ,.",.. "'" ,$
Excess Accumulations tax",.",."".".",.""",.. $
Penal ties / if any", . , . , , , , , , , , . , . , , . , , , , , . . , , , , , , . , . $
P.O, BOX 12040 PHlLA, / PA 19105 LETTER
109/717.56
192/800.00
0.00
0,00
0.00
0.00
0.00
627 (DO)