HomeMy WebLinkAbout97-00883
I'ETl'rION FOR PH,OUA'rE Ilnd GlUNT OF U~'rrERS
lIIat.t:a of Sarah J. Phelabaum, No. 21-97- 8 ~"O
D.o....d To,
Sooi.l Seourity No. 207-03-7681 Re'1iahr of Willa for th.
county of cumb.rland in th.
commonwealth of Penneylv.nia
The petition of the underl\lgned reapeotfully repr..ent:. thatl
,Your petitionar ia 18 yeara of a'1e or Older and the eKeoutriK
l.at will of tha above claoedynt, dated January 6/ 1983.
namad in
the
D.oedant Will domioiled at death in cumberland County / PennaylvanLa/
her laet family or prinoipal reeidenoe at a3S Firat street/ carliale/
Penneylvania 17013.
Deoedent, then 80 yeara of a'1e, died Cotober 23, 1997/ at carliale
Hoapit.l, CarlLale/ Pennaylvania.,
lIIKoept aa follow" deoedent did not marry, wae not divoroed and did not
h.ve . child born or .dopted after eKeoution of the will offered for probate,
w.e not the victim of a kil1in'1 and waa never .djudicated' inoompetentl No
eKceptiona.
Dlcedent at death owned property with eatimated valuee .s tol1owe.
l Ifdomiolled in Pa.) 1\11 penonal property $ 1,000.00
If not domioiled in pa.) Personal property in 1'1\
, (If not domiciled in P..) Personal property in County
Value of real estate in Pennaylvania . $10,000.00
aitu.ted aa followa, 890 York Road, carliale, Pennaylvanla"
with
WHlIIREFORE/ petitioner r.apectfully requeete the probate of the laat will
preeented herewith and the grant of let.tere teetamentary thereon.
Si'1nature and Reeidence of Petitioner
~~ ~ ~~A-.v..f
\'l a . 00 hart
~ lrn ~e~
now na . Ua er
1304' North Pitt Street
carlisle/ Pennsylvania 17013
OOMMONWEALTH or PENNSYLVANIA )
) SSI
OOUNTY 0' OUMBERLAND )
..
, Tha petitioner above-named awaara or affirm. that the .tatamant. in the
fore'1oing petition are true and oorreot to the be.t of th~ knowledge and
belief of petitioner and that as personal repreeentative of the above decedent
petit.ioner will well and truly adminiater the estate aoco lng to law.
Sworn to or affirmed and aubaoribed 'ri1,
before ma thia 315 day of na, . ayer . ,
ber, 97 07\fttI.rL- /!1:urJd/LP.~
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UIST NILL I\NI)' '1'J1lSTM1EN'l' OF SI\HI\H J. Plll!JIJI\13AUM
I, SAHI\H J. PHJ1lLABAUM, Of South Middleton Township,
Cumberland County, Pennsylvania, deolare this instrument to be
my Last Nill and Testament, in manner and form following!
1. I hereby expressly revoke all Nills and Codioils
heretofore made by me.
2. I hereby direot my Exeoutrix
to pay all my just ~ebts,
funeral and administrative expenses out of my estate, as soon as
praotioable after my death.
3. I devise and bequeath the remainder of my estate as
follows!
A. One-Half thereof to my daughter, Nina P.
Goodhart, and to her issue, per stirpes, if she is
not then living.
B. one-Half thereof to my granddaughter, Marie
A. carr, and to'her issue, per stirpes, if'she is
not then living.
4. I nominate and appoint Farmers Trust Company, carlisle,
Pennsylvania, Trustee of the share of any benefioiary who may be
,
under the age of twenty-one years of age. The inoome and/or
prinoipal of said trust may be aooumulated or expended for the
maintenanoe, eduoation' and support of suoh benefioiary as my
Trustee in its sole disoretion may determine; and my Trustee, in
the expenditure of inoome and/or prinoipal for. suoh purposes, may,
at its disoretion, apply the same directly without the interven-
, tion of a guardian or pay the same to any person having the care
or. control of said benefioiary or with whom the benefioiary
resides, without duty on the part of the Trustee to supervise or
inquire ~nto the applioation of the funds by any person to whom
any payment is so made. The balance of such income and/or prin-
d.pal shall be pal,d to suoh benef:iciary upon reaohinq,the age of.
twenty-one years, or to such beneficiary's estate in the event of
death prior thereto.
- 1 -
PRINCIPAL DISBURSEMENTS
11/20/97 Wuyne F. Shude. l'ell11bursel11entlbr probute $ 67.00
11/20/97 PP&L. electric service 31.82
11/20/97 Nina M. Buyel" rell11hursel11ent for gruvc opening 600.00
11/20/97 Sprint. telcphone service 31.11
11/20/97 OPlJ Energy. clectrlc service 6.67
11/20/97 Hol'llllnn.Rllth FlInernll-Ioll1e. Inc.. funcml hili 5,451.00
11/20/97 Curllsle Mel110rlul Service. Ine.. gruve ll1urker 1.500.00
11/20/97 CUlllherlund Vulley Mel110rlul Ourdens. grnvc ll1urker
hlstallutlon 474,72
12/ 1/97 Cumberlund Luw .Iollrnul. udvcrllse Lellers
Testul11entury 60.00
.
12/4/97 OPU Energy, olcetrlc service 9.53
12/22/97 GPU Enel'gy, electric service 4,33
12123/97 Jllck Ouughel1 Reullors. reul cstute upprulsul 50.00
1/ 7/98 The Sentinel. udvcrllse Lellers Testlllnentury 76.50
1/15/98 Register of Wills. esllinuted Inhel'ltunce Tux 14.750.00
1/~6/98 GPU Energy. elcctl,le service ' 6.75
2/20/98 Nlnu M. Buyer, relmhursement fbr tux prepurutlon 65.00
2/20/98 GPU Energy, electric service 6.75
3/20/98 GPU Energy, electric, service 6.75
3/20/98 Rohert C, Culrns. 1998 reul cstutc tuxcs 113.70
41 8/98 Muslllnd ^ssoellltcs, Inc., mcdieul scrvlces 29.16
4/ 8/98 ConphllrmullOlnc Heullhcurc. medicul equlpl11ent 15.21
4/20/98 '~WC Emergcney Physlelllns. 111edleul services 33.45
W^Y~III'. SIl^llli
All(lrnoy"ll.aw 4/20/98 ClPU Energy, e!ectrle service 6.67
5) Wnll'tlmf)ol SUcol
C.rllllll,l'crnrtlyl\ldnja
1701)
.2-
5/ 4/98 Curllsle Hosphul, l1ledlculsorvlccs 295.15
6/16/98 Duvld L. IIurt7.cll, M,D.. mcdlcul services 34M3
6/16/98 Curllshi Il1luglng Assoclutes, medlcul Rervlces 18,29
6/16/98 GPU Energy. electric service 6.83
6/24/98 OIlU Energy. eleclrlc service 7.26
7/22/98 Reglsler of Wills, flling Inhcrhunee Tux return 15.00
7/22/98 Register or Wills, Pennsylvunlu h.lherltullec Tux 246.11
1 7/28/98 Register ofWlIls,lIddhlolllll probuto fee 65,00
12/ 1/98 Wuyne P. Shude. IItlorncy fees 2.000,00
12/ 1/98 Register of Wills, reserve for flllng Acoount. Qtc. 200,00
TOTAL PRINCIPAL DISBURSEMENTS $26.590.39
ii, INCOME RECEIPTS
10/22/98 Flnunclal Trust. ItHer~sl Oil Certlflcute of Deposit No.
3780917385 $ 341.4,
TOTAL INCOME RECEIPTS $ 341.42
0"
" WAVNIlfl,911Allll
AllonwyatlAw
'3 W,.tl'omn.t SlkOt
Carli.lo,I',nn.yl"nla
17010
INCOME DISBURSEMENTS
None
TOTAL INCOME DISBURSEMENTS
$ Q~QQ
$ 0,00
.3.
II NINA M, BA ynl~. f()l'l11crly NINA p., OOODllAln'. Executrix of the Bstllte of
Surllh .1. PhelllbUUl111 Dcceu8od, herehy deelllre undor ponully of perjury lhlll I hllVo !\llly
IInd flllthfully dlschllrged the duties of my ot't1ee; thlltlhe \brcgolng Flrstllnd Flnlll
Aeeountla true IInd corrcct IIml 1IIIIy dlseloscs 1111 slgnll1cllnt trnl1slIctlons occurring
during the Ilceoul1llng period; thlltllll known ollllmauglllnslthc liRtllte hllve been pllld In
1\llh thllt. to my knowledge, therellrc 110 CIIl\I11S noW ou\slllndlng IIglllnstlhe Ballltc; IIntl '
thllt lI\1tllxea prcsently due frol11 the 'Mllte hllve been Pllld,
Dute: December \, 1998
,
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W^VNHI', SIl^IJII
Attofilllyatl.aW
'lWolIl'''I11~''SI''O\
C.tlMClIII~nn.yl\lanl"
17Ull
.. TIIX Purcol No. 40.26.0220.005 '
IN I~E: ESTATE OF
SARAH J, PHELABAUM.
Deceased. Lale of Ihe
Borough of Carllsl~.
C\unberland CoUl11y, Pennsylvanlu
: INTI-IE COURT OF COMMON PL11AS OF
: CUMBERLAND COUNTY. PENNSYLVANIA
I ORPHANS' COURT D1VISI01'l
: NO. 21-97-883
. . DE~~~WARD]NG REAL ESTATE .' .
AND NOW, Ihls -C1-: duy or Junullry, 1999; lhc Flrslund Flnul Aecounland
Slatcmenl of Proposed DIstrlhullon of'NlnnM. Bayer, forl11erly Nina P. Goodhurt,
EXeetJlrlx ofthc.Hslule ofSllrah J. Phelllbuuhl, hllvlng becn conl1rmcd hy Ihc Court of
Common Picas of CUl11bcrlllnd Counly, Pennsylvnnla. Orphuns' Court Division, on
,
January 12, 1999, pursuanllo 3534 of'lhc Probate. Eslulcs und Flduclurles Codc of 1972,
,
asal11!lllded, the entire fee slll1ple Inlcrest In lhc reul eSlule herell1uller described Is
awarded to Nina M. Bayer, In uccord~nec with the Dlscluhller.of Murle A. Carr und the
Stalel11ent of Proposed Olslrlbutlon eonl1rmedby the ~ourt of C0l11111on Pleus of
. Cllmberland COllnty. Pennsylvlll1lu,lIs nforesuld:
ALL THAT ~ERTAIN trucl of land with Il11provc,"cnts thereon erect~d. sltuatc
partly In SOllth Middleton Township nnd partly In ~onroe Township. CUl11bcrland
Count}', Pennsylvania, bounded and described, as follows:
BEGINNING ulan Irnn pipe on the line of lund now or formerly ot'E. Reeder;
thence along the IlItter IlInd. South 82 degrees 51 mlnules Easl (fbrmerly described as
North 8$ 1/2 degrees Eusl), 332 feellll.u stone onlhe line ol'lund now or formerly of John
Zeigler; thel1coalong the Inller land, North 38 dl,lgrces 9 mlnUles East (fbrmerly descrlbcd
as North 34 degrees Easl), 265 recllo II polnlln the cenlcr of theY ork ROlld; thel1ce II10n$
the center of said rOlld. North 40 degrees Wesl (fonnerl)' descrlbcd uS North 59 degrees
Well!), 363 n~l)l, more or less,la II polnl on the line of land now or tbrnlerlyof )ohn D.
Raudabaugh; thence along lhe lutter Innd. Soulh 31 degrees 30 minutes Wesl, 511.6 feel
to thc Place ofBEOINNINQ.
IN REI ESTATE OF
SARAH J. PHELABAlJM,
Dllcllased\ Lutc of lhll
Borough of Cur lisle,
Cumberland County, Pcnnsylvunln
: IN TI'IE COURT OF COMMON PLEAS OF
: CUMBHRLAND COUNTY, PENNSYLVANIA
I OIWHANS' COURT DIVISION
: NO, 21-97-883
RELEASE
KNOW ALL PERSONS BY THESE PRESENTS, Thull, NINA M. BAYER.
being one of'the heirs of Saruh J. Phelubaum, Deeeuscd, lule ofthe Township of Soulh
Mlddlclon, Cumberlund Counly, Pennsylvunlu. do hereby uOknowledgc lhut I have thlli
date had und received ofund from Nina M.Bnyor, formerly NlnaP. Ooodhurt, Executrix
of the Esluteoflhe suld Suruh J. Phclubuum,lhe following In full sullsfuctlon and
payment ofull such sum or sums of money, legacies, bequests, Inlestute shures and fnl11l1y
exemptions 10 which IUIl1 enlllled by Wlllund to which I am enlllled from the Bslnto of
said Decedenl:
Cush
890 York Road, Curllsle. Pennsylvllnlu, In kind
TOTAL
$ 2,649.73
~~tOOO.OO
$27,649.73
NOW, THEREFORE, I do hereby rell1lse, release. quitclaim and forever dlschargo
lhe saId Nlnu M. Baycr, fonnerly Nlnu \I, Goodhurt, Exccutrlx of said Bstllte, her heirs,
executors, adl11lnlstrator~ und assigns, of und frOlll1he suld legucy or legacies und other
shares In suld Estate 1111d of ul.ld lrOI11 all ucllons, suits, pllyments, accounts, reckohlngs,
claims and del11unds whalsoever. for and by rellsonlhereof, or of uny other aCl, malter,
qauseor thing whulsocver, fromlhe beginning of the world to the dale of these presents.
IN WITNESS WHEREOF, I huve hereunto selmyhltlld 1ll1d seul, lhls /,.J'~
day of January, 1999, . '
WITNESS:
I(Ju.nu EcTiU.
. ,
. , ,::/.
'.-:JJ A-A >^- ,fSl Llj{;J(SEAL)
NI M. Buyer
WAVNIlF,SIlAlJll
Allotn.y "'I.aw
II w,,"'otnfto, Sir",
C.tUllo,l'ctlni~lv.nl.
17013
1 verifY thul the slalemenlS madc In the foregoing Relcllseure true und correct. I
undersland lhul flllse sllltemenls herein ure mude suh.lecl to the Pllnultles of 18 PII. CoS.
~4904, relullng to unsworn fulslOeutlon 10 aUlhorlllcs,
Dule: January /S;-1999 '-1l{i"~ )'A, &u,,, ,A.~
NI u M:Bnyer
H'I'Hgl;~'t' ^1)lJHI'lHn
!i3!i li'l rlltUt: t:'(H1t
Cl'I'Y Cor1In.\0
H'l'^'I'I'i [l^
1, )i
1'10];1
Tax Payment. and C~.dit'l
1. 'l'aX Ilue (rago 1 I,J no 101
2. Credita/Payments .
A. Spousal Poverty Credit
B, P~lor Poymonta
c. llJaoount
(11
1 !,i; '1'12,42
~-'----~-~rr-;' r iH). :'cfO
T'Hi.31
Tot a \ Crndlto (^'IIH CI
(r.)
1~~~26.31
3. Interoat/Pol1aIty
D. Interest
f), Per/alty
.1. I: nppll 0"b1"
'I'o.to 1 Illtorou\:ll'ol1<11 ty WI I';)
( 3) ~~~_u_.n___..~~'_"
4, If Una 2 is groater. than Unr, 1 I tIllo :I, olltor tho <111/'<11'01100.
1'hi8 I s tho OVlRi>AYMIIiN'l'
(4 )
5, If Une 1 'I line 3 ln groator tilOit llno r., onlor tho dl HorotlOO,
'l'hl. l. tho 'l'AX DUll
^, Entor the lhtern.l: 00 thq tax due
Il. mnter the total 01' I,ino " + BA, 'l'hJ a i. the ~Cll DUll.
~
Make Check ?ayable tOl
(5)
(bM
((illl
ReGXSTIROr WXLLS, AGINT
2~ h, 11
PLBlASIl ANSW1IlR THI roI.,LOWXNG, gt1mSTXQNS .
BY~LACXNG AN "X" XN THm AP~ROPRXATI BLOCKS
I, Did deoedont make a trolleler ondl
6, rotain the use or." JnoomB of tho pr.oporty trnns(orr.ed/ I I I I
b. rot.lil tho r.l.ght to deoignota whL> sholl. usa the properlY tronafort'ed
or lta incornol I I I " I I,
01 retain a r.flvoraionat:ylntoroatl or, t 'I
d, redelvo tho promise for lire of: oHher paymon\:e, bonafito or <1/1ro?
2. If death oocurred on or bofol:o ()ocamber, 12, 1902, d.l.d deoedent withIn Lwo
yeursprocodlng deuth transf:or ptoporty witllQut ruceJ.vlng adequate
oonsidoratlon? 1 f: death occurred aHor I)ocombor 17., 1902, did decedent
ttan.fer proporty wIthin ono your: or donth wHhou\: rQQe.l.,vinq nclC1qllal;o
oonsideration? t , I I I t I I I , , t , . . I , ,
3. Pld deoedent own nn '11l trus\; ror' ot payablo uI,on doa\:h bank ancount or
seourIty at hls o'r her doath'l. ,. , " ,
4, "(lid dooedent own an l'ndJ vIdual taU rement ac<,;ollnt, 111111111 ty, Ot' other: non"
probate Property?
YIIlS NO
X
X
X
X
X
X'
X
Ir THm ANSWIlR TO ANY or THI ABOVE Qt1mST~ONS XS Yms,
YOU MUST COMPLI~m SCHIDULm G AND rILl IT AS PART orTHI ReTURN.
P,i. fi .1J ..llltl pl~OV (ot. rijf tho 1_(HllIlH_lofl oi;. tllf) I(lX rill," lllpi1fllld olllhnllut Villull (11 Lrilll1ifnl"!1 tfi or rnr,t.10 (11IlI (if l,llll
11\lrvivlllt) SpOUIlO II'oln (I\ 10 :1\ Ii,," dilUlf1 01 'Ioill_h url or fllLnr ,/lny 1/ \'194 fllld bolOl'1l ,lilllIIMY I, 19%,
7~ 1'.11. GlJl1!J(1I111;1IlI1) prnv\illJd jlll- tho r<lth,.'tloll (,f '-hI! "'illn irflp(>!ui,j 011 Ihll nut viiI 11'_.' rd- 1.1',1I1!lfotll tlJ or fnJ' U]llIUltJ of t.hn
flurvlvilllJ !Jpml/;i() [ronl 3\ to 0\,.101' dilll)ll 01 dllilLh (>II n'- lIfLul ,lilllllfJlY I, 1'_I(J~l, Thn 11talqLo 'Ill/ill 11111 m:tJ!IIrJl iI"lt-,lllflffJr to ,1
f1uryiVlng ppounu Fl"lllO lilX, iilld tho ,'Ii ill ItlorY,l'lIqullntnilllUl f~" dllWlollllrll (d illllHltll illHI flIIHI) <I lilx nltlnl1 i\l'(J IltHI ilpplkfll.l\il IlVI'I1
If tho ~H1rvlvlrl\llln(jllno III lhn orl\Y ,IW1lCllllll'lry,
fOR DA'l'IIlS Oll' DIIlA'l'H ON 01\ AB''l'IIlR 'JJ>.N\JARlt, 1, 1998 - I'lolllle anuwer tho lollowlng 'lueaUon toy pll10tng an
"x" 111 the al'proprlltte spaca I
Dld the d.o.d.nt or.at. a t~U.t o~ .imilar ar~.ng.m.nt Whioh i. .ol.ly for the .u~viving .pou.e'~
benefit for hi. or her entire lifetime? .. y.. NO~
I t 'you ,'IlHWClrlJd yo" tu tho <lh(,Vllqllllflt IOIl,tli!) I ij>; nfl 'hi. I rim!. y' N Iml tin fll r'111IJnJ1I(HIJ; I", l'(tilLl'tlllOd liflt II thll dnnt:h; ~Jr VII) Hlll'ofl(l
"tIOIl"II, at:, wl\llJII urnu It will 1l1l'(uIIY tilXnh-luill tho hllul!J) Hpplll1ilhlu lD UIU I'Hllla\ilrlur b1llloflcl,Hy(lflft), ~:rltor tho v'lltto-ol thl'
ltllat t)n HcherluJo ,.1/ 1'.1r'1: 11/ _Ill 01'<1111-..10 IOHiu....H Ii. [rom tho "illmlli!! 1('11 of _tho t_flX d'lll III ihi:'! 'wl'll'I, Yotj 11l11Y 11'11111'10 tllll
Ol1hoduln 0 In onlur 1_0 Illil);!} 111ft ulodl"lII d\l,-ll\'lbln 1111\101' lllwllofl ~1\1.1, II tho 1l1ll.:tIOfi 1'1 !hildn, Iho Il'l!lI'- or !ll/llllfll' ,nrd!lljOlnilllt 1:1
t<1iWd III thu ullt-i1l0 of tho"f\ /'fll'dtH'odl!tl\- IIIHH!flil/ tllo purllu!-, qf tho I POll or !Jlu'! lill <lnrlll!Jllllil!llL wlduh iHlhlllllH tho fttll'vlvlll\f
npollno In tltr.nd ", thll".llr() UIl( fiLln, {IIHt 11m 1'00naltldul,IH tilxod <11 till! ,..,tll(B) appl\cilhln to thlllotnillndor lJiJllofldlll"YlIU:lI,' ,If
yotlUhWJIHllo flI1Jt,O thn-illtll~I-Ir>h/ Ylll!lll\!lll <lltadl ;10110\1\110 () l'Il.;1 t:llllllly..flll,,1 tilK InIUIII, illnllCJ,wllh :L~hl\d,dfl{,f!l K '1IId/ol Mill "1'<101
'La show tho flp(1Il!-tlonrflIHIi, nf.lhn tHlllL 01' n:ol\l:I/' IlrrdlllJlllnnfil,bntwoolI tho ~lln'lvlli'J Hp'IIIlHI '111<1 tho l't'iliflJlldnr l)(l1\oflc!llry(IOl'I,
IW,l!dO~:XI (l-9'1l
COMMOllWl:AI,1'1! Ot' 11.:NIHJYI,VANIl\
ltUIIH\l1'Mlm; 'rhX I\~TUIUI
lu:n t IH:trr nt:c.m~:t!'l'
SCHBlDUUl Q
1NTma~V1VOS,TRAN~rmaS ,
Hue, NON-PROBATBl paOPBlRTY
nm~ O~
S~,rah J, l'halebaum
1'tl.F. NUMllmlC
?l-9'1~1l1l3
thitl f.lchodulo m\lAl \10 QO!llplollliLMld (1luft \( tlln ill\!,\WUf to illlY (If q\lO!Jllon~ \ lhrough 4 011 Ill!] Iwmnltl 111<10 of tllll IH:V7"\[,ll(l C()V~;1t
Bllfjr.'l' iu 081
ITEM
NUMllmR
OmseR! PTION OF I'ROPEI\'ry
JNGI.UU~: tl1\.t1H OF Tilt 'l'l~'\IlBn:HM:, TIH:IH l)f\'rm OF DEA'I'H
ltr.I.ATIONSlIll' '1'0 \).:C~:llt;NTI lWI'~: 0.' 'I'(tAt't~n:H, VAIIUn: 01" ASSm'!'
'l'TACI ^ copy or. 'I'm: 1i.;~:11 Fog In:!\I. t:S1' 'I'.:
% OF
D~]C' 8 EXCt.USION '1'IIXIIIlI.E VIII,ur,
INTnH~r.~S'l' (If f\PI,II(~!lldlll
1,' coreStates ~anR, N.A.
CD No. 0640660164066322
2. CoreStates BanR, N,A.
CD No. 5719710521971452
3, CoreSt.tes Ban~ N,A.
CD No, 637047830748193
.
4. CoteStates BanR, N.A.
Savings, Account No.
8337906908
5,
coreStates BanR, N.A.
CD No. 1059452596145463
6,
CoreStates BanR, N.A.
30,009.07 100 30,009.07
30,00Q.07 100 30,009.07
55,757.66 100 55,757.66
11,447.61 100 11,447.61
47,336,53
100
3,000,00
44,336.53
'47,063,9'3
100
3,0,00.00
44,063.93
Iso oor 0 Ii 0 7
oCa i' 1 a t 0
2
62
7
pi !norn 1'1\1"1.'0 If! nnod('Jd IllflOtl midi I. !Oll(ll flhontM of (wlmi !ll;',n)
'.
('
'I
LAST WILL AND TIllST~mN~ OF SARAH J. PHIllLABAUM
J: I SARAH J, l?HIllL1\BAUM, of South Mid.cUeton' 'J.'ownshiPI .
.
cumberland CountYI PennsYlvania I declare this instrument
,
in manner and form following I
to be
my Last Will and ~estament,
,
1. I hereby a~pressly
..
revoke all Wills and. Codioils
heretofore m~~e by me,
2, I hereby direot my Illxeoutrix
to PaY, all my just debtsl
,
,funeral and administrative expenses out of my estate, as soon as
praoticable after my death. '
3. I devise and bequeath the remainder of my estatE! as
follows I
A. One"Ha.lf thereof to my da~9pter, Nina P.
Goodhartl and. to her :l.ssue,. per stirpes, if she is
not then living.
B. One~Half thereof to my granddaughter I Marie
A. Carrl and to her issue, per stirpEls, if she i$
not then living,
4. 'I nom:l:nate and appo:l:nt Farmers ~rust Company I' Carlisle I
Pennsylvan:l:a, Trustee of the ,share of. any benefioiaryw~omay be
under the age of twenty-one years of age. The inoome and/or.
,,'.'., '.
principal of said truet may bEl aooumulated or ,expended for the
maintenanoe, education and support of such benefioiary as my
Trustee in its sole dl:Eloret:lon may, determine" and. my Trust':ee, in
the expenditure of inoome and/orprinoipal for such purposes, may,
.
at its disoretion, apply the same 'direotly without the interven-
tion of a guard.ian o~ pay the same to any person havipg the oare
or oontrol of said. benefioiary or with whom the benefioiar~
resides, without duty on the' pa:r~ Of ,the: TrUStee to supervise or
inql,\ire into the applidat!on of i;:)le funds, by any person, to \'Ihom
any payment i.a Bomade" The balance of Buoh inoome, and/or prin"
cipal shall be paid to such beneficiary upon reaohing the age of
twenty~one. years, op to $uoh benefioiary's estate in the event of
death. prior thereto.
- 1 ....'
o. ,I " t,
!"
I. .. I,
I.
"
'. '
PAT I 09.28.1998
!lSTATI OP PHELABAUM
.' ;lIATI OP PlATH 10.25.1997
PILI NUHBIII 21 97.0885
,qoUNTV ' CUMBliRLAND
AON 101
\ I' I
~ A.ount R'Mitt,~ .
HAKI OHIcK PAVABLI ANP IIIHIT PAVHINT TOI
RESISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA, 17015
OUT, ALONG THI8 LINI ~ "ITAIN LOWIR PORTION POR VOUB__RIOORPS ~
Tt'W': !I~"f..'lI'.A~1f.r&9;m..tlQYfo".6~. W'H.lfff~ll61.Y'\X.A'lS~TtA.fiilfft1t".. At1."6wAlltl'l.b'W............. un
, , PlsALLOWAHoI OP DIPUCTION8AHD AS8188HINT OP TAX
ISTATI OP PHELABAUM sARAH J PILI NO. 21 97.0805 AON 101 DATI 09.28.1998
TAX R&TURN WAS I (X) ACCBrnO AS PILBD (I CHANGBD
RISIRVATION CONO.RHINO PUTYRI INTIII18T . SII RIVIR81
APPRAISIP VALUI OP RITURN BA81P ONI ORIGINAL RETURN
1. R..l B,tata (Soh.~ula A)
2. stookl an~ 80n~1 (Soho~ula S)
a. Clo.al~ Hald .took/Partnerlhip Int.ra.t (SOh.~ula C)
~. Hortglgal/Notal R.oaiv,bl. (Soho~ul. DI
8. Ca.h/Bank D,politl/Hilo. Parlon.l Prop.rt~ (Sohldul. BI
6. JointlY OWnld Proparty (Soh'~u~, PI
7. Trlnlf.r. ISohad1lh ll)
I. Total Allat.
APPROVIP DIDUOTION8 AND IXIMPTION81
9. Punlral B.plnla./AdII. co.h/Hho. B.pan... ISoha\l\lh S) (91 11.,629.28
10. Ilabh/Hortgag. LI.bIUU../I.I.nl (Soha~ul. 1) 1101 .00
11. Total DlduoHonl (11) 11 ; BPQ ,PR
12. Mat Valuo of Ta. R,tUrn (11) 262,875. 71
18. Charitabl./GOy.rn.lntal B.quI.t., Non-al.otld 9118 Trult. (Sohldul. JI (18) '.00
l~. NIt VI1\la of eotataSubJlot to Ta. (1~1 262,075.71
,
NOTII If In ........nt W.s'i"U8d pr.viou.ly, lin.. 14, 18 Ind/on 16, 17 end 18 will
rlfl.ot figur" th.t inolud8 th.totll of ~ r8tu~n. .......d to d.tl.
A88IS8H.NT OP TAXI '
1&. Aaount of Lino l~ at Spou..l rata (1B) ,00 K' 00.
16. AMount I)f Linl Uta.abl. at Lineal/Ch.. A rate 1161 262,875.71 K .06.
17. .Aillount of Line l~ to.obla at Collatorol/chn B rab (17) .00 X .lB.
11. Prinoipal Ta. DUa (111
TAX ORIDIT81
PAVHINT
DATE
,C'- 1,1/. (I
(...J ~'I,.(..:-
BUReAU OP INDIVIDUAL TAxeS
IHlII!Rn'~~ TAM PIYIIION
,",PI. "0601
I~RR!IIURP, pA 17111,0601
OOHHONWIALTH OP PINNSVLVANIA
PIPARTMINT OP RIVINUI
NOTIce OP INHeRITANce TAX
APPRAI8eHeNT, ALLoWANce DR DIIALI.OWANCe
OP oeDUCTIONS ANa ASSBSSHBNT OP TAX
\I, "
1,\
\ ,I' ';'\\
'lJlj
WAVNE F SHADE ESQ
lI5 W POMFRET ST
CARLlllLE
G\\rl I
PA 17015(',U\1\\
III
(21
(5)
eftl
(B)
(61
(71
2!L 000.00
.00'i
.00
.00
3~J779.12
100
21SI62!.87
ISI
RBcnPT
NUHBeR
DISCOUNT (+ I
INTEREBT/PEN PAID I-I
AHOUNT PAID
07"2;1-1,998
AA296454
, .
246.11
TOTAL TAX (lR.PIT
BALANOI OF TAX DUI
INTIRI8T AND PIN.
TOTAL DUll
C/
*
UY.II" U ~~, 1t.-tll
SARAH
J
NOTe I To In.ura prop.r
Dr.dlt to ~Dur "DOunt,
.....it th. upp.r porUDn
of thil for. with your
ta. pay...nt.
j'
274,402,99
.00
15,772.42
, ,00
15,772.42
llli772.45
.01CR
.00.
.01eR
. IP PAID AFTBR DATe INDICATeD, SBE RIVIRSB
POR CALCULATIoN OP ADDITIONAL INTBReBT.
( IP TOTAL DUB IS LeBS THAN .1, NO PAYHBNT IB RlquIRBD.
IF'TOTAL DUE 18 RBPLeCTlD AS A "CReDIT" ICRI, 'yOU HAY BI DUE
A RBPUND. BEe ReVBRSI BIDI op THIS PORH paR INSTRUCTIDHB.)
Rt!"'~YATlOlh
_II 01'
NOTICE I
PAlllEHT I
Rt!FUHD (C~) I
Ololl!CTlOH',
ADMIH
IIT~ATI\IE
CORRIlOTlOltlI
DIICOUIlT I
PENALTY,
IHTERIlITI
"
e.t.t.. of d.oadent. d~'n. on or blfar. Dla'Ib't 12, 19.2 ~~ If ~y future '"t.r..t In 'hi ..t.t. I. tran,f.rted
in po"'IIlon or enjD~nt to Chll . (ooU,t.r,l) benefiol,r... of thl dlu.dent .ft,r thl Ikplnt10n of .,,~ ..t... for
U,. or for VI.r', the co..omtll1th h.rebV IMpr,"1V r...t'Y.. the r laht to appr.... and ...... tr.,...f,r lnht.. HanOI "MII
It the l.wfulCl... . (0011.t.rll) rlt. on InV luoh lutur. Int.r..t,
To fUlfill thl r.quJr~.nt. of 8.otlon '140 of thl lnh,r1tIn0, and Elt.t. TIM Ao\, Aot 21 of 1998. (72 Pie.
l.oUon 91ltO),
Dttaoh thl top portion of thh Nutlet Ind tUb.1t Nlth vour Plv..nt to thl A.vh"r of NUll prJnttd on thl r'Y,r.. lid..
..Hlllll oh.o~ or '0f1Il~ ord.r p..obl. TOI RBOIIITBR OF "I~~', AOBST .
A r.fW1d of . tlM or.dlt, .....oh Nil not r.qu.,ted on ttlt TIM Return, .av b, r.qu..t.d b~ o(HtpltUng In "AppllolUon
for R.fund of P',,"'vlvnnla lnh.ritano. and Elltlte TalC" (REY"'U1S), APPllolUon, Ir. Iv.11ahll at thlOffiol
of the RIght.r, of Nllll, anv of thl '1 R,vlnul D1ttr'at Offlol" or bV oaUlna tht ,,,,QI,' 14"hour
In,werlng 'trvlat ou.btrt far far.. ordtrtngl In Plnn.vlvanla l"IOO-161-'O~O, out.ld, Plnn.Ylvan'I,lnd
wIThin 10..1 H."IIl""r. .ro. 0111 107.801~, TDDI 17171 771-U&1 III..rln. 11IfI.lrod Dnl~l.
AnV party In Int.ra.t not ,atl,flld with thl appr.I....nt, al1aw.nQI or dl'allowana. uf dlduotlon., or ........nt
of tlM Clnoludln~ dl.count or Intlr..t) " .hown on thl. Hotlal .u.t objlot within "lCtV (60) d.y. of r.allpt of
Thill SOUOIl b~I' .
l'.wr Itt'" prot..t to thl PA n.p.rt..nt of Rlv.nue, Baird of App..lI, b.pt, 211021, ftarr hburu, PA 11111"1021, OR
....l.atlon to havI the ..tt.r d.tereln'd.t ludlt of the looount of thl plrtontlrIPrl.lntetlvl, OR
..~Plal to the orphtnl' Court,
'utu.l error. dhoav.r.d an thit ........nt 'hoUld btl .ddr....d In writing tal flA D.part'lnt of nlYlnun,
BurlfIU of Individual TlMI', ATTNI, po.t A.......nt Rlvll.. Unit, D.pt. 110601, Hlrrhmlr,., PA 17111.0601
PhoM (111) 1I1-650th '" Pili Ii Qf th. bookllt "Jnttruotlon. for Ihhlrltlno. hM Rtturn,for . Rllld.nt
Dlo.dent" (REY~laOl) for .n IMPlanatlon of adlinl.tratlvllV oorr.atlb1. .rror.,
If any t.~ dUI,I. p,ld within thr.i' (I) cal.ndar _onthft Ift.r the dloldlnt'. d..th, a flvl plrolnt cax) dl.aount of
thl tlM p.'d It .llowwd.
TIM IIX tlM -.nt.tv non.Plrtlolpltlon Ptn.lt~ II oOlPut.d on the totll of the t.M .nd Int.r'lt .......d, end not
plld b.for. J,"u'r~ la, 1996, the flrtt dlv aft.r the Ind of thl tllC '.nl.tv plrlodj Thl. non~p.rtlclpat'on,
p.n.lt~' II .pp..llbl. In the .... .Inn.r Ind in the thl .... tl.. p.rlad .. ~ou would apP,ll th.,tIM Indint.ri,t
thlt ha.bitn ......Id I' Indle,t'd on thl. notlol.
tnt.r..t It ahlrtttt bltlnnlna with flr.t de" of dlllnqu.nov, or nlnl (iI) wonth. and an. (1) dey frH thl dati of
dllth, to thl Pitt of p.y..nt, "TalCII ""Ioh b.ae.. dlllnqu.nt blfort Jlnuarv 1, 1912 b.ar Inter..t et thl rata of
',~ C6XJ peratnt per annul a.laulat.d It . d.lly ratl of .000164. All t'MI'~11oh bla..1 d'llnqu.nt on and .ft.r
J,"u.r~ I, '911 will bl.r Int.r..t at e'rate whloh will v.ry frol o.ltndar Yllr to CII~.ndlr year with thlt rate
ennouno.d by the PA D.p.rt..nt of RIV.nul, Th' 'PPllolbl. Int.rllt rat.. for 198r throU4h 199. er'l
\:Ill: Int.re.t Alt, bllb Inter..t Factor Ullr Int.r..t A.t, DillY Inhr..t hotar
1911 lOX . DDO&~8 1987 IX . 0001~7
1981 16X ,oooua 1918-1991 m ,000101
UU m .000101 1991 9X .0001~7
un lSX .0001&6 U9S-119~ 7X .000)91
191& lOX .OOOI7~ 199&-1998 IX .0001~7
--Interllt It a.loullt.d I. folloWil
INTBRBST . IALANOB DF TAM UNPAID K NUHIBR OF DAYS DBLISqUBST M DAILY INTBRBST' FACTOR
"-Any Motlo. I,.ued aft.r thl tlM beOOlt. d.llnqu.nt wl11 r.fllct In Int.rl.t alloulatlon to flft..n (1&) dlV'
bevond thl dlt. of thl ......Wlnt; .f p.y.tnt I. I.de eft.r thl Int.r.tt aOlput,tlan dltl ihown on the
Kotlo., Iddltlonal Intur..t .u.t be o.loul.t.d.