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Home My WebLink About79-00133 ~ en iE . .... 0 ()I 8 en fiI 0 , Pi " - ~ rn ~ 0 en en H ~ en M A H C': . Ui ,-~ ~ ~ . ~ fiI . ~ '. -0 I - N .s . ,a ~ 0 -= r-l Z ... No. 21-79 ~. '" "J 04 ...." PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Ila H. Dick , deceased. Ta Richard E. Anderson. Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. IS Petitioner~ 1DIIOI the executor named in the Last Will and Testament of T la ~1. DI ck dated .January 27, 1 Q7Q. Decedent was a citizen of the United States and a resident of Township Su.vu!fhl Cumberland County, Commonwealth East Pennsboro af Pennsylvania. Decedent died on Thursday the first day of February A. D. 19 79 , in the County of Cumberland , State of Pennsylvania at the age of 83 years. ... n. her Decedent has not been married and has not had children born to Jbima since the execution of the above described Will. Decedent was possessed of personal property to the value af $135,000.00 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows None SPfiI,jd, Therefore, your petitioner~ respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated ~.J,.. /3. 1'171 Name and address of Petitioner(s) ~u.~ ~q?- Dauphin Deposit Bank & Trust Company 213 Harket Street Harrisburg, Pennsylvania 17101 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Edward A. Kramer, Trust Officer of Dauphin Deposit Ilank & Trust Company named in above application, being duly say(s) that the statements set forth in sworn according to law this petitio" are true to the best of my knowledge and belief. '-1 I 'J' C , - Sworn to and subscribed before me.~,~~ Richard E. Anderson. Register Dauphin Deposit Hank & Trust Company Ily: ~uq.o~ Filed; February 26, 1979 --<I'- 7?-/.33 Attorney: \~. E. Shissler '," . , " .' l' I" -- ,.. :. '''''. ..~ FOURTH: For the purpose of administering my Estate, I hereby authorize and empower my personal representative, hereinafter named, to sell any and all real estate and personal property which I may own at the time of my death, either at public or private sale, and to make, execute, acknowledge and deliver good and sufficient deeds or assurances of title therefor, free of all trusts and limitations and without liability on the part of the purchaser to see to the application of the purchase price. FIFTH: All the rest, residue and remainder of my property, be it real, personal or mixed, of whatsoever kind and where- soever situate, that may at any time form a psrt of my Estate, I give, devise and bequeath unto my sister-in-law, VESTA HUHN, presently of 78 East Crafton Avenue, Pittsburgh, Pennsylvania 15205, providing she survives me. In the event my said sister-in-law does not survive me, I then give, devise and bequeath all of the rest, residue and remainder of my property, be it real, personal or mixed, of whatsoever kind and wheresoever situate, that may at any time form a part of my Estate unto MARY TROPPMAN, daughter of the said VESTA HUHN, presently of Box 70, Salamanca, New York 14779, and, in the event she be deceased, then unto her issue per stirpes and not per capita. SIXTH: I hereby nominate, constitute and appoint DAUPHIN DEPOSIT TRUST COMPANY, Harrisburg, Pennsylvania, Executor of this my Last Will and Testament. -2- ., -'" :..,..- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA~ ss: COUN1Y OF CUMBERLAND Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came ..~~~!!~~..~.:...~E!!!'.'.'!.~.!...~.~!!!~.~..~EE~.~.!!~..~.~...~~!!P'!.I.~.!!..~H.I?~!!~.~...~.!I.!!~...~ Trust Company who. being duly ....!!!'!!?I;'.I)................. do ............ depose and say that as ...!\l!!1.~.l}.!;!!r....................................................... of the l35t Will and Testament of .................!.~.!!..~.:...~~~~.............................................................................. deceased .............thllY..................... will well and truly administer the goods and chattels. rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ....!!~.'.'.~!!..!:!?........... and subscribed before me. ....:.~~~7..~!I7.l......~}.!........................ . D.. 19.1,9.... Dauphin Deposit Bank & Trust Company .~!..:...'~~r1~.i:..~.~.!~.::..:~..................... Register 11 . 0-: i j ~ , 0\ ! ... i . Q . i . l.L i i ! 0 0; co; j ~ C"~ .>t. ...01 r: ..J u: C\J' ...: l I \"'! Q' ..J j . ti . " . i :0:1 = .' - o! III I f ca: ~ E-tl ::II ~ ...' ~l Hj rLI: ~! j c : .0' '- -oj GlI "i : 1l I Ikti I: ~ i 'E <"'\' ! -, <"'\; N! j ~ 'lI:j i u ~ I u "" ~ l! "" tlQ .!l l!l c d: i .. ii; DECREE Be it remembered that on the .........?~,~h....... day of ................!!:~p.~.~~.ry:...................... A. D.. 191,9..... there was probated and recorded the last Will and Testament of ....J:.*.~...~.!....R!.!:~............................................................ late of .........~!!.~~...r..!!!!!:\;!!p.!1.r.!?..J~!?.I:m!!h!p......................... Cumberland County. Pennsylvania. Deceased. Letters .......................~.~~.~.~!'!:~~~.~~~............ were granted to ...........?.~~.~~~~..p.~.~~.~.~~....~~.~..~...!... .~.~...~.?.=...... Witness my hand and official seal the day and year aforesaid. ............................................................................................ Register. 0,. STATE OF PENNSYLVANIA SS: COUNTY OF DAUPHIN I hereby certify that on this /! 'iL ~ day of I)., a Jl..-b(L , 1980, and for the said State and before me the subscriber, a Notary Public in County, personally appeared Brenton M. Hake, Trust Officer of Dauphin Deposit Bank and Trust Company, the above-named accountant, who being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goodS, chattels and credits which came into the hands or possession of Dauphin Deposit Bank and Trust Company, Executor as aforesaid, or into the hands or possession of any other person or persons for it. The affiant further says that no person claiming to be interested in said estate, whether as creditor, legatee, next of kin, or other- wise, gave written notice of such claim to Dauphin Deposit Bank and Trust Company, Executor as aforesaid. ~,,' "III. h, "." .,1~EL "" ,,0 ~~O~Jlo /tl'':'~''smd subscribed before me ..00.' 1. 0':';'/" ,: ..,.,' ~... I~ 0 -:i'o , f~:'~~~ig At~,:9~y of -11, '..-' ,1980. ;~:~ "~/.ij:~~ . . .,.-. "':;"1 ",.'4::_ I I ..., / ) -0 C~f 'u:.~~.,,')o~':)..J t. ~/-:_I br -;: . "," ~~N"":'~ry Public tliub.lh J, u..... Ilolal'{ Pu " "/)'/ .....!!\)~,) , My Comm'nrcn h;li,tl 'pili 16. ,QU '1. ,...... "'foo' ,..' 0 "n C....I, "'" IU '",,~' , r...~ :1' ". r.' .11,.:11 ExH1~ited into the Office of the Register of wills in and for the County of Cumberland, this k :/.., day Of! ( (,' /,l, t , 1980, by DAUPHIN DEPOSIT BANK AND TRUST COMPANY ;/t c'llre !:L /-1 L. Trust Officer By: lI!E~ :;7 r,,',t ~v i DAUPHIN DEPOSIT BANK AND TRUST COMPANY ". / By: [, II I.. );" ..t:" /.. Trust Officer ~ ~ cS t--. J..... r, ... """ - -. "::-~ ~ c' .J ~ n .,. ~,' ; ; ~; , '. '.< .. . ~: ; , ., tt.... .5 C :-;':"0 '- :::: C!.l 0:: ~~_, ~l -5 r3 . () . ~ ' c ''':~ ~ ~ QJ...E:i U .~ of n'I'; c v, '" ;.. ~ c ~_~ J:::"':'1 ~ ~) r: ...... l:; U . i: t: -:~' ~ g- ~.. ...... l.o i;! r~ ~ c... ~_; ..; " -;:: 13 "',:: H '0' :f' r~ ..;! ,~ :~' t: C.l ;,l 'I.; ''": ;:~ f~ '" ~1 " ~U5 ... :J 'f. :~ ;5-:; ~ 3 ,--... or:. .=) ~~ ~ ~~ ;;-: ~ ~ .. :.:3 " ~ u 'J 1<0 o '" .<: t1 ~.. . ~ ~~ ";~ o~< :-; ~"~ ~~ ? 0 H ." .. U ~ :,~ ~ ~ ~ ~ ;~~ ~~Sz ~; ,., c.i 0 r.l Z !; " ,: '~~ g ~ ~ ~ ';1 ~:.' .~: .~ ~ u .,. .. 'i; '~:i ,J l.. :":'H ~.; >:.1 .u ~. '" '~~j Eo : '-I i:: u ~ u ~ ... 9 .;:) r.l ~ . o::u>< E-tHE-t< OZH r.. 0 0 o . o~r.l :f:u:>lIl ~~~~~ :f:r..tilzo Or.lr.l r.l gjPo. O::r.lo E-t~u ZE-t HlIl r.l . r.. o r.l~ ...:IH 0E-t 00 [;llQ UH 1Il~ E-t Olll r.lH 1Il0 o Po. o ~ Po. .- I D ..It ' naupllin ep ~ . Trust CODlpll Y . ~ HARRISBURG, PA. L/'J, ~ B E-t E-t < n ~ "'ill nr- "'n c:'" eg :r~ Ei3 en I ' <.no "'0 ~..., ::0;;0 ':t19 r-" - .~o ~:l: N .~: I .." "'> ~I 0= 2 ~; ~;:; n' "lU) 0 .'^."T1 ~'n .:J ..-,("") .'/i ".'1 >ft~ ,_I = ,,< Ill..", 8,.lllci QI ~Dc: ~Eiil =8 ~ ... Dc: .=..~ l:l.1II:c :I :I ta~ <iii ~ . l' " FIRST AND FINAL ACCOUNT OF DAUPHIN DEPOSIT BANK AND TRUST COMPANY EXECUTOR OF THE ESTATE OF ILA M. DICK LATE OF EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA DECEASED PERSONALTY PRINCIPAL RECEIPTS The Accountant charges itself with the items of Personalty as per Inventory and Appraisement as filed: $151,038.69 ALSO WITH THE FOLLOWING: 1979 April 30 Gain on $30,000. U.S. Treasury 5.075% Notes due 4/30/79 Proceeds $ 30,000.00 Carried at 29,728.13 271. 87 Dec. 31 Gain on $20,000. U.S. Treasury 7 1/8% Notes due 12/31/79 Proceeds Carried at $ 20,000.00 19,493.75 1980 March 31 Gain on $25,000. U.S. Treasury 7 1/2% Notes due 3/31/80 Proceeds Carried at $ 25,000.00 24,343.75 TOTAL PERSONALTY PRINCIPAL RECEIPTS $152,473.06 PERSONALTY PRINCIPAL DISBURSEMENTS 1979 FeE:" 14 Richard E. Anderson, Register of Wills - Letters Testamentary Four Short Certificates $ 49.00 4.00 $ March 2 Cumberland Law Journal - Cost of advertising and proof of publication lISER '17 ," or r. '3 v,..... \J1f;", 1979 March 6 12 14 14 14 14 14 14 14 14 14 19 April 5 5 10 10 10 16 May 2 3 Dec. 10 11 Myers-Hall Funeral Home Inc. - Funeral expenses $ Dauphin Deposit Bank and Trust Company - service charge for preparation of 1978 Individual Income Tax Returns Charles Hatfield, MD - Professional services on 1/25 and 2/1/79 Harrisburg Hospital - Professional services Holy Spirit Hospital Radiology Association - Professional services Wormleysburg Fire Company - Ambulance service River Rescue Inc. - Ambulance Service Landis Jewelers Inc. - Examination and appraisal of jewelry Nauman, Smith, Shissler & Hall - Attorney's fee Beth Kammer - Witness fee FHN Associates Inc. - Professional services on 1/25/79 Kunkel Surgical Group - professional services on 1/17 and 1/25/79 Susan Heath - Reimbursement for toll calls Landis Jewelers - Examination and appraisal of jewelry West Shore Times - Advertising and proof of publication Blue Ridge Haven West - Institutional care to 3/79 Gingrich Memorials - Inscription on marker Holy Spirit Hospital- Institutional care to 2/79 1979 County Personal Property Tax Richard E. Anderson, Register of Wills - Pennsylvania Inheri- tance Tax payment 16,150.00 Richard E. Anderson, Register of wills - Filing Inventory, RCC Forms and Statement of Debts and Deductions Margaret Fritz - Notary fees USER :j? I,.~t .':J..;.i -2- LESS ADVANCED DISTRIBUTIONS 1980 May 12 Vasta Buhn - Cash Distribution in kind in accordance with Itom V of tho Will $ 17,000.00 15 Vasta Buhn - Distribution in kind in accordance with Item V of tho Will on the following items: $23,000. U.S. Treasury 7.375% Notes due 2/15/81 $ 22,094.38 $35,000. U.S. Treasury 8.375% Notes due 8/15/81 34,365.63 56,460.01 Balance for Distribution $ BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL Cash: $ 43,302.28 Miscellaneous: Jewelry 409.59 $ 43,711.87 INCOME Cash: $ USER . ~"7 ' ~ '"Hot ~...3 -7- STATE OF PENNSYLVANIA ) ) SS: ) COUNTY OF DAUPHIN I hereby certify that on this /(1 11- day of t1-eI..>tJ.Gl......, , 1980, before me the subscriber, a Notary Public in and for the said State and County, personally appeared Brenton M. Hake, Trust Officer of Dauphin Deposit Bank and Trust Company, the above-named accountant, who being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of Dauphin Deposit Bank and Trust Company, Executor as aforesaid, or into the hands or possession of any other person or persons for it. The affiant further says that no person claiming to be interested in the said estate, whether as creditor, legatee, next of kin or other- wise, gave written notice of such claim to Dauphin Deposit Bank and Trust Company, Executor as aforesaid. DAUPHIN DEPOSIT BANK AND TRUST COMPANY a 'j ,/, By: tCV/A.G-7... /1 -I./~/~ , Trust Officer swor~;~~~e~~~~bscribed before me th:l,,(o>>.;~t~lit.,. ~{< ,j , 1980. .: lA .~' :',t, ;,o,,'::.~ : ~ ~ "_ i ("~'" .,:, . .... "U\ /" ~. ....... , "" /. ~~'.:,.-.\:c<,. "',t;' .'( I"A'! / ,\;L.~, ,'..,-' : ~ .~ M' taz' 'l~c' III . en o. Nol..., Publk '. " ./l't"'h ',\'\. '",.., M C I' "j '"...,. \ ,.' .').I-...~I ., omm Ulon bplrtl ';lfil '''. In ;, /') .... Q. .. .f Hatt'ibur P EXh{b'~'/J{i.1f~~4t'-tthe Office I o~ he R~t..i'~ecgt! of Wills in and for the County :;"1""'" '" 1 of cum~~~~;~'~, this /(''1.( day OfJ,.)(c,:nj,CL ,1980, by lIBER 'on r"ut DAUPHIN DEPOSIT BANK AND TRUST ) --0 ,/ By: n'~":Li><. )/ "./I.~ ~,. " ; Trust Officer ~<J.l COMPANY " ' ..~..,-)....af'. " ~ ,.. . ~ ... 1'''~~~,~'u.:~~lt. '.(."'~"".\ .' \\1 "'- ~ t'-. , ........ " .~ ,,'Otc) f>>1>>'OJ: E C) "... ~ u"5 ~ :;: 0 lAm c" o ". u c .., J: oll)~ ...-03: c'5 n. cu .:$ g.c e ~~ u ~ Q..c ~:t~; g~' , .- 'tI~:i ~;~:g~ 1~~.5 ]' ~ Ii", .... - u -0 'II" 0" '".. . I.", t'J GJ :J I'Do-O ~_~ 0 .' '. rs. o E-t ' 1>::>< OE-t 8E5.c OH CnCJ~ ~O> n::~~ ~~~ OMZ M!il~ n::o E-tCJ Z H rs. 00 Z E-t.c Z M 0:': E-t OZ .c UI CJ.c:><E-t Z Z.c CJlllZUI:':Z OH .c .cI'lCJI'lP<OZO E-tP< HP<HCJ<I;M ..:IH:EMO n:: :>UI <l;UlOn:: E-tUlO..:l<l; ZOCJE-t 'UlZ~:><M HP< :E<I;:3: UlCJ rs.1'lE-trs. MO ZM OUlO.c E-t ZO o 0 ..:Irs. MI'l ZZI>:I>:HO lllP< <l;HE-tO :E n:: E-t I'l 0 E-tP< 0 E-t CJ UlO CJ .c 1>:<1; M ..:I HO X rs. M rs. o @ o III . :>< E-t en ;: ~I M:::::-\ ~, E-t ~ ~s Dauphin 1)t.'IJO~it ~lTrust Contl'uny "".~ HARRISBURG, PA. " cr5 (")r- ",:0 c:'" 0 ,..,"" :3:'" C')" w'" l'Pl _0 ....' ",:0 ",0 c-;> ....0 r-:g ",,,, 1-:1: -- ~9 z;:- N \,.,0 0_ -r'!." ,,-: .-'" ,::>'" a ~.- .t") n ':J ~r,.. :~.'"') ~;l .,;:t ~ \ . n ," '..J , c t; .. - ~ .: " ,~ <: ~.. .7., ~; "u g t1 .;:.::1 ~ ;} . ~I 0 ..... ~l ~ ~ ",:;;:; :,:"'8.;;" :.i o .;; ~ ... -. Ci 1', ........ i:'. i: ~. cS .2.p' ~J '-- ? - ~,... IX " " :' ',~.' '~j ill . ,,_..c _ .:r::' !!l r.~.. _.... 011: ':oi ........ "~) ill: '- IX ::. ". ,;' ,~ ~ lti ~ ;', :;.:.~~ I. - .. ;... :'. ." :: ~ ~ ~ :~, " I: tJ I;) .~ '- ~I .,.. _ u ~ 1.1 .. J:!7....::, .. .2] : ] " ~.. ~ ~ ~ '." ., ~ '.... ['0 n rc .... ... ::. ~ Inventory ollhe reol and perlonol OIlole 01 Ua M. Dick dee.oud. CASH AND CASH ITEMS: Received of Dauphin Deposit Bank & Trust Company, Successor to Dauphin Deposit Trust Company, Trustee under Agreement with Ua M. Dick: Proceeds on sale of 903 units Fixed Income Collective Investment Fund Accrued income - Income cash balance of account $ 8,215.22 56.25 3,000.00 1.35 1,104.42 167.12 $ 12,546 36 Proceeds of Dauphin Deposit Bank & Trust Company - 5% Master Savings Account Accrued interest - Principal cash balance of account Proceeds of Dauphin Deposit Bank & Trust Company - Checking Account n 28-37-286-7 Received of Travelers Insurance Company - Medicsre benefits Refund from Cspital Blue Crosa - Cancellation of coverage Cumberland County Burial Allowance Refund from Kunkel Surgical Group Refund from Blue Ridge Haven Weat Received of Metropolitan Life Inaurance Company - proceeda of life inaurance policies n 5110198M and n 6029788M SECURITIES: 1,841 69 189 64 45 85 100 00 77 00 13 60 2,028 18 $20,000. U.S. Treasury 7.125% Notes due 12/31/79 19,493 75 Accrued interest 122 71 30,000. U.S. Treasury 5.875% Notes due 4/30/79 29,728 13 Accrued interest 445 52 25,000. U.S. Treasury 7.50% Notes due 3/31/80 24,343 75 Accrued interest 630 21 23,000. U.S. Treasury 7.375% Notes due 2/15/81 22,094 38 Accrued intereat 783 59 35,000. U.S. Treaaury 8.375% Notea due 8/15/81 34,365 63 Accrued interest 1,354 11 10 Shares - Ohio Power Company 4.5% Cumulative Preferred 425 00 MISCELLANEOUS: Jewelry - Appraised value 409 59 151 038 69 COMMONWEALTH Of PENNSYLVANIA l COUNTY Of CUMIERLANDl.)""i1~:'U J II: Assistant Trust Of[ice_r_of Dauphin Deposit Bank and Trust Compal1Y___ according 10 law, d.p..e, and ,ay' that they nrl> .hl> RVI>"OI'nrJL__ of the Edale of Ua ~I. Dick lele of _the. BoroughoLEast l'eonsboro ___ , Cumberland County, Pa., deceued and that the within I, an Invenlory made by DaullhilLDcposiLIllIn1LlL:rrusLCompnllY_, the uid RVI>"OI'nr of Ihe antlr. ulata of ,aid decadant, cond,tlng of all Iha p."on.1 prof>.rly and rool edate, except rool ed.t. ouhlde Ih. Commonwoolth of P.nn'ylvania, and Ihot Ih. flgur., oppodl. .och It.m of the Inv.ntory "pra..nt It'. fair value as of tho date of d.cad.nt'. d.oth. DAUl'HIN DEl'OSIT BANK & TRUST COMPANY, Executo of the Estate of I a M. Dick i., Brenton M. lIake, b.ing duly --lI.worn JLV-&/ll ,'1-'0 and ,ub,crib.d b.fore m., .!!YL J\c..c ,.., I() 19'('7 -Jyy(l,f 'On ,,( fr a t~.. c\fJ; n T~ rlOTMY PUDlIC ~cmmiuion bpires Or'~Itl~tr I. 1980 ""Dt fA P'lItIhin Cowl, Eucutor . X~~ Assistant Trust Officer -2l:LMn.rket Street, HnrriRhOlrg, Pa. 1710L Addr.n Dale of Oooth 1 Ooy February Month 1979 Vu, INSTRUCTIONS I. An Inventory mu,t be flied within three monlh, after opp.intmont of penonal repre,ontetlve. 2. A ,upplement inv.ntory mu,1 be fiI.d within thirly doy' of di,covery of additional alleh. 3. Additlonol ,hoeh may be attach.d a, to penonally or reolly 4. See Article IV, Fiduciariu Act of 1949. ..... .c III ~ ~ -ci w .. .... f-< M ~ .. w ~ " Q. 0 U 0 V'I ... .. .. I 0 W W 0 C '" "" 0- J: "" .0 .. .. I- .... Q. ...J U. III .,; Q. E "- Z ...J ~ 0 c:: Q. <r: 0 w u. < ,>! c:: %: > 0 "" u .. :i .... < ~ Z ..... '" Z 0 C Q " .... " 0/ V'I Z . III 0 0 "" (J ... Z w < ::<: '" ...__oJ .... Q. t<l ... L..<- '" " ;:::, ... .. -.: 0 .. I .0 ... ... , " E 0 , - .. .. " it 0 .... (J lD ntV-.u\) Ce-n' COWolONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU DF FIELD OPERATIONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX .ItJ - ~~,:'... 7 DATE: 11-/3' J'(J ESTATE OF: .7/~ A". ,a-.",t' FILE NO: ...t. / - 77>- /.J' .:1 COUNTY OF: C "/>1 hr~/..,...,./ DATE OF DEATH: ~-/- 71 TO: ------------------------------------------------------------------------------------------ I,. DETERMINATION: 1. Taxable eslate based upon: The United Slates Estate Tax Roturn (Farm 706) ~ The communi eolian from the Fedoral Government confirming the acceptance of or changes to tho Foderal Estate Tax Return 2. Amount of credit far State dealh taxes (as verified) 3. Pannsylvanla Inherllance tax aueued (excluding any discount and/or Interest) 4. Nonnallnherllance tax paid to ather Slates or Territories of the Unltod States (excluding any discount and/or Interest) 5. Total Inheritance tax credits (lIne Item 3 plus line Item 4) 6. Total liability far Pennsylvania estate tax (line Item 2 minus line Item 5) NOTE: Complete line Ilems 7 and 8 ONLY when detennlnatlan Is based on Federal Closing Letter 7. Amount of Pennsylvania estate tax assessed on determination doled .3 -1I-/fO Addition (reduction) to Pennsylvania estate tax (lIne Item 6 minus line Item 71 8. $ IJft. ?J'(), 73 $ J 7'1..2,r $ .N ~3J>. <1'/ ,4 $ -0 - $ .:l0. & J.P'. (J 'I . $ -0 - $ $ -0- -t)- Delermlnatian prepared by: J. d~,;. Dale: II-/J-f?'(} . ...----------------------------------------------------------------------------------------- B. ASSESSMENT: 1. Pennsylvania Eslate Tax reflected an: line Item A (6) line Item A (8) 2. Less credits: DATE OF PAYMENT AMOUNT PAID INTEREST (S ) IS ) IS ) 3. Balanco of Pennsylvania estate tox due Interest Is due at the rate of six (6) percent per annum fram Assessment prepared by: Dale: $ CREDIT = = = $ to the date of payment. AGENT FOR THE COMMONWEALTH SEE REVERSE SIDE FOR INSTRUCTIONS INSTRUCTIONS To Insure proper credit to your eccount, the neme of the estate and file number should be clearly printed on the check, or money order. This determination and assessment Is mode in accordance with Secllon 421 and Section 732 of the Inheritance and Estate Tax Act of 1961, 72 P.S. 2485-421, 732. The estate tax imposed by Section 421 is due at the dote of the decedent's death but sholl not become delinquent until the expiration of eighteen (18) months after decedent's death provided that any estate tax occasioned by a final change in the Federal return or of the tax due thereon shall not became delinquent until the expiretion of one (1) month after the person liable to pay the tax receives linal notice of the increase. Calculate interest from the delinquent date shawn an the face of this form to the date of payment using the fallowing interest tab'e: --------------------------------------------------------------------------------- 1 month .005 4 month s .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .(115 6 months .030 9 months .045 12 months .060 I day .00017 11 days .00186 21 days .U0352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 day s .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .C0318 'l!J days .00488 10 days .00169 20 days .00335 30 days .00500 Any party In interest, including the Commonwealth and the personal representative, not satisfied with the assessment may abject thereto within sixty (60) days after receipt of this notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485-100 I) Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: ,n:V..04113 (&"181 COt.'MO~WEAL TH OF PE~~SYLVA~IA OEPARTME~T OF REVE~UE BUREAU OF FIELO OPE RA TIO~S I~HERITA~CE TAX SECTlO~ OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX DATE: ,_-1.- / / - J~) ESTATE OF: :J./A ;;1. /)1<::'< FILE NO: .2L- 2f;' , 'p ,;- COUNTY OF: r~,."IJ-<"U'!,,", ,/ " DATE OF DEATH: ;).- / - 7'7 TO: ----------------------------------------------------------------------------------------- I,. DETERMINATION: 1. To.obl. ..101. based upon: - .... ::>rho Unlled SIoles Eslole Tn R.lurn (Form 706) Tho communi callan Irom the Fed.rol Governm.nl conllrmlng tho occeplonce alar chong.s to Ih. Fod.rol Eslole To. Roturn 2. Amount 01 cr.dlt lor Slate d.oth 10... (os v.rlfled) 3. P.nnsylvonlo Inherllonce 10' o.....ed (..cludlng any dlscounl and/or Inleresl) 4. Normal Inherllance In paid 10 olh.r Stat.. or T."lIorles 01 Ihe Unll.d Slates (..c1uding any dlscaunl and/or Inl.resl) 5. Tolol inh.rllonce 10. cr.dlls (IIn. lI.m 3 plus line lI.m 4) 6. T alai 1I0billly lor P.nnsylvonlo eslol. 10. (lIne lI.m 2 minus IIn. lI.m 5) NOTE: Compl.le IIn. lI.ms 7 and 8 ONLY wh.n d.t.rmlnollan Is based on Fed.ral Closing L.tt.r 7. Amount of Pennsylvania estate tax assessed on determination doted Addlllan (r.duclion) 10 Pennsylvania .slole 10. (lIne lI.m 6 minus IIn. lI.m 7) 8. D.t.rminotlon pr.por.d by: Dot.: $ /~~:fa13 $ 7 As- s:1Cu" 3 J~ 0 f , c. - - , $ ~o, b.3t, tJV s S -".0 - $ .---------------------------------------------- ----------------------------------------- B. ASSESSMENT: 1. P.nnsylvanio EsloI. To. r.lI.ct.d on: IIn. II.m A (6) IIn. lI.m A (8) 2. L... cr.dlls: DATE OF PAYMENT AMOUNT PAID INTEREST IS I IS I (S I 3. Bolonc. 01 P.nnsylvonlo .slol. 10. duo Int.r.sl Is duo 01 Ih. "'1.01 si. (6) p.rc.nl p.r annum lrom A.....me.t pr.por.d by: 0.1.: s CREDIT = = = $ 10 Ihe dole 01 poym.nl. AGENT FOR THE COMMONWEAL.TH SEE REVERSE SIDE FOR INSTRUCTIONS INSTRUCTIONS To insure proper credit to your account, the nome 01 the estate and lile number should be clearly printed on the check or money order. This determination and assessment is mode in accordance with Section 421 and Section 732 01 the Inheritance and Estate Tax Act 011961,72 P.S. 2485-421,732. The estate tax imposed by Section 421 is due at the dote 01 the decedent's death but shall not become delinquent until the expiration 01 eighteen (18) months alter decedent's death provided that any estate tax occasioned by 0 linal change in the Federal return or 01 the tax due thereon sholl not become delinquent until the expiration alone (1) month alter the person liable to pay the tax receives linol notice 01 the increase. Calculate interesllrom the delinquent dote shown on the lace 01 this lorm to the dote 01 payment using the lollowing interest tab'e: --------------------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 man ths .()15 6 months .030 9 months .045 12 months .060 1 day .00017 11 days .00186 21 days .U0352 2 day s .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 day s .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 i9 days .00488 10 days D0169 20 days .00335 30 days .00500 --------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not satislied with the assessment may object thereto within sixty (60) days alter receipt 01 this notice os provided by Section 1001 01 the Inheritance and Estate Tax Act 011961 (72 P.S. ~ 2485-1001) Make check or money order p"yoble to: "Register 01 Wills, Agent" Moil to the address listed below: ~/' /'; . /3.~ 1.7..13-71 . . REV~"9 (8.71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS ~* RESIDENT DECEDENT COUNTY OF _Cumberland .---.......- --- - ~ .. .-. --..-.-.---- IMPORTANTI Thill Irlurn InU'i1 h-: CIlIl'fJll"l.:"11 in .Jt'I:1i1 "lid fllr~1 in t1ul'liClItr, ~llh .111 nlllu:lwd. ~llh Ih(" Hrlll"ltt'r fir "III.. IIf the Cnunt)' where lI~ccll(,n1 lesi\kd; Ih'lIIm j_ due "'lIhjn olllt" "Inml!, u'u', dill(' tll,h'illh. unlt'!HI 111I nWllldHI1 illi:t;tnl....J by Ihe S("\OU'llJfY II' He"enl1t", (Srl'linn 70.11.1 Ihe' Inhcrildm:r "ud E"'lillf~ 'Ill" Ac;1 ul l'IhI.. - -..--- ___ -"_0._.- _. _ _._ '_~'_ .... La'" nf Cumberland } "l'l'lflA\'1T1l1' EXU'IITOII C ,W~lOllKlIk Gunt, IS Till! ~l-\TTEIlIII' TilE EST.\Tl, 01' Ua M. Dick ---'--r;-j"AT-E "ULL N,l4l: 01" [lEO:OI~Nli Slol. 01 -.fennsyl'lanilL-. } '" County .'-I!lllIPJ1i.n -'!~.!!n~_oJl_~' Ha~~L Assistant.1'ru.s,t Officer _of Dl!.,!p,hin Del'os.!.L.B,ank ~,.:r-,ust E..ell"" ItlKXAltXKXDlr ef th. ..'of. 0' th. abc,...-nom.d dflud..nt "'In; dul)' .worn, d.pou and IC)' 1 Company 1',lONT.., No",. and addr... 0' otto'n.)' or } ath., Guthetlud r.pr..."tatl,.. '0 whom 011 co"..pond.nu .hould h mall.d. IllA.r) '....F.""l lutete If.OCI,.inG 0 ~.t will, (l>i'Y of which II h.r.ln alfGch.d. } l"f"llat. UeccLlrnl \hcd February 1 . I') 79 Brenton M. Hake, Assistant Trust Officer of 213 Harket Street. Harrisburg, Pa. 17101 Da~hin Deposit Bank and Trust Company fholllS s"ch_E~~J;.ut~L--_ltCI'OnCIII is fllmilillr with llu: uffllir:; or saill '~.!olllllc 1I11\IIIu,' pwpcrly ctJlIsliluling 1t.:.",LC:UTOu..XXX)(XXXXXXX thc ossets Ihereof nnd their fuir markct voluc. Thol al Ihe time tlf de3th Ihere was nn safe dCllusil bull. regislerl.:d in decedent' ~ indi\'hJualllame. ur juinll}' wilh. or as agentur depul}' of unulher. or in dccctlcl1l's individualllamc, with righl of acccSlt by llnulhu as ascnt or deruty, wilh Ihe exceplion of Ihe fnll()win~: - NAME AND ADDRESS 0" e"NK OR 01HF.R INSTITUTION IN WHICH OECEOf!NT REt~TEO A. SA'E Or'POSIT 80X THIS SAFI; OEPOSIT BOX RENTED IN NAME OR '....MES OF RELATIOWiHIP OF JOINT HOLOl'"U5 TO OECt::OENT - Thai the conlcnts of \nid safe depusil ho~ or bOlCS are itemized under Scheduh~s wilh Ihe exception of Ihe following. for Ihe reasnns hercinafler sel forth: of Ihis relurn. That Scheelu/e A allaehed hcrelo lIod mllde parl hercof sels fOrlh fnlly ao~ in ~elllil all Ihe real properly in Ihe Cnmmonwcahh of "cnnsylvania of which deccdcnl died hllving an inlerest Ihcrcin. II also scls fOrlh Ihe morlgage encumbrunces ulJon cach purccl of reol Ilfoperly at the date lIf dealh. giving Ihe amllllnt still due 01 dClllh. nome of morlgaGce, dnte. rale of inlercsl, omJ bunk and poge of record thereuf. Itlllsu ~cl!'o: furlh in Ihe columns provided Iherefore thc llssesscd ,,'nlualion of each of Solid parcels, Ihe eSlimuled markel vulue thereof as nf dale of dealh of deeedenl. Thot Sch.elul. B allachcd hcrclo and made pori hercc.f His furlh fully un~ in detail all pelSo",.1 properly wheresover silualed owned by Ihe ~eeedenl at thc limc of dcalh; nil mnne)'. left hy the ~ceedenl nllhe lime of death. whrllwr in decedent':'I imnl',liale J"lssessiol1, slllndin~ In lh:ccdent's credit in bunks of depusil, sltvings banks. Irust companies. or other in'lolitulions, whelher individuillly, or in 1ru~1 for any uther person or persons gh'ins also ~cparnlely Ihe accrned interest thercon. if uny, down to Ihe In~1 inh:resl ddY rricf 10 decedent's death in Ihe CDse of sDvings: bank~, lIod In Ihe dale or decl:dcnl'~ dc.llh in oil ulher cases; all hnnds. roslal savings, trcaSUf)' ccrtificDles ur "ut~s and other e\'idel1ce Ilf iudt'hleJne...s of Ihe Unilcd Stnk.. lu Ihe de.. cedenl: ull ubligalions, whether h)' !'ilulnte or ll"cl'menl Ihey nrl' dc~iltJlalc:d a~ tfu. rree. uf Ihe United Sll.tlc~. or ony stalc. or rolilicul subdivisiun Ihereof, or of un)' fureign counlr)', which lire owned ntthe lime of dcalh; 011 wCluing apparel, jewelr)'. !iilvcrwnrc, piclurcs. hook'i. work, tlr all, houschuhl furnilurc. hnrses, cnrringcs, aUlomobiles. boalS, 3nd an)' and nil nther rersllflltl challcls llf \\habuc\"cr kintl (If nature. Icfl hy decedenl. togclhcr with Ihe fairly eslimlllcu market \'I,lue thereof; all hllnds tln,1 nlllrlgOi:CS held by decedenl 3tul of nil claims due ami owing decedenl at Ihe lime: ur dcalh, lIud all promissof')' miles or tither inslruments in wriling for Ihe pa)'menl of money of which dcccdenl died possessed. fJf Wh3I!r1oC\'er nature, wilh inlerest Ihereon. if un)'. giving Ihe face ,'ulue and cSlimnll'd fair markel value Ihercof. and if .!oluch es.imaled fair markel value be less thnn Ihe fnce valuc. iI scls forth hriefly .he reutinn", fur such deflrecintion as 10 each item; 011 moneys payable to Ihe eslate from life insumnce J'olicies carried by d(,cl',lent; nil 3nnuh)' and endowmenl contrncls the proceeds of which wcre po)'ablc opOO the denlh of the llccc~elll; nil nnd Ihe corpornle slock. and dividends due Ihereon Dnd unpaid B5 of Ihe dalc of cleath. bomb nnd ilccrued inleresl thereon 10 Ihe dale or dccedcnl's deBlh and olher invettlmenl sccurilirs owned It)' Ihe Ileccdcnl nl Ihe lime uf dcalh. with Ihe markel value Ihere.. of at such lime, In the CARe of socllrltlu8 of clUf;l' nr I'lIlutly j'nrpcrnth11l"l1 Ulf~ V,dlllHI ruportl!rl Ilre 05 .'n.r OR (loftMlbln 8ublHII.ntlfttfHI lly l'II1Qllclo.l fllRLI.'munt!i of UII corpnrltt.1l1fl'i, ~1!1U'ldIlR 010 nfHu'18 utili lJf,hllltloN tht.>reof a8 of the dl\to of tlof\th. The 8ch~lllIll~ nl~l.) ?'il,t!4 furt,lI till' Ifl1nrt'tit. or It'~cl..,h'nt nt tht' tlm" of del\th In any cO-l'nrtnershll' or bUPlln(loBfi. nnet III tiuJlport 01' thl! v,.l",' IIi' ""dl tnt.ltrt!"t thorn hi hune.ud to saltt schodule, t'Jnnnclftl slater:1pntH "hnwtn~ thOllftftots 11.11') l1nhllttlf'''4 01' !'I"lrl co-pftrl.norRhlp or hmllnmln. A Ct1JlY of th(' co-pl\rtoorRhlp a~reel'l'\(mt. (tf orl\' , " <4t"t(,Mo1nt Hf'tttnl1. forth tho fUlturo 01' tllIl Ilgr(l('mont) tORIJtlu'r wlLh 1\ statement sotUnSt fort.h the cllllrllct4'r or Ih~ tlll..ItIt.'~K, It" lurn.llun, I\Ild ftuch othnr I'ncts pl'rtnlnll1R to tho hustnf!S8 ftR mft). 111~ JlHrttnont 111 " fhlr nl1l1 .I11..t "JlprRhull Ill' t.lll' dIHw.lont'" lnlef"'tt tlll'reln "Hl'Jl bosuhl'l'llltfHl. It should UlKlI Hul furth In lttlmtll!tl form, tfJ~~"lh..r with tt)(' f'fdr '"ftrkut. \'I\luo therf'of. 1\11)' other property owned ur h,~tlunlllllt'd hy tIll' t1"rt't!('l\t. III Ull~ lhH" of dl'nth, The Sc"t'du/~ C nLtl1chel1 )ll~rfltfJ ,,"et 111'111" "tlrt '"lr~uf tif!tK flJrlh fl truo ftnRWer to 4!nch In1lulry contn Ined therein and in the CASP 01' trftl1SfL'r6 of'llrulll'rl)', rt!nl or porsonal, wi thin two YUfttR of decedent' 8 death, In contel11J1Iatlon or decedent' R dCRth, or Int.'rtrlf'd to t"ko t!rl'f'ct. In possl',,~lon or pnJoYflumt at or after denth, said sclwdulc sets forth the ntlturfl nnll vullll:' of such property, to whom trIU18r('rr,~d, the relationship of the transferees to the decedent. thf! proJ'lortlflnall! hhare rccotvod by eRch trllllsforer "nil all other fActs of IL pertinent nature reJ.:urrlln~ ~tlilt trntH~I'er"" In t.he CllSO nf trftnsrers intended to ,tRke offect in possession or enJo)'ment fit or n('tt'.' II('tlth, th.'rt' Is nlAu Iltll\('htHI to the Rcheflule " cOJn" of the doed, trust agreement or other Instr1U'I('lIt l~rl'tlUn~ thp tru!it.. Thprl' hi 1\1so Ret forth In 1i81rt schCllule n list of all prollort)', real Rnd porsonul. with Its \'ulue, which pM.!oOO!i nl t1t~cp.(h'nt's lIf!flth hy virtue of the exercise h)' decedent, oithl'r lrut1vldllfll1y, or Jointly wll.h nnotht1r, or nil)' I'owor 01' 8ppolnt.- ment. vested Indccetlenl. either Individually or jointly, by the ,,'Ill, fh'l!d, or nttlor InstrluncnL of another, with ft copy of thu InstrulTlent Crf'!llt1ng Ruch power attached to tho schcdlllo. Thnt Sc"t'dult' 0 attnched hereto ftnd 11111"0 pnrl. horl'uf lil!t~ forth tho nttmttS nl1,1 addresseR or 11.11 perfions benet'icial1)' Interested In this estllte lit LlIl! tlm(! of th'cp.dcllt' R Ilcoth, the nuture of their res- pective illterests, their relntionship, if "flY. to thl~ fteCI!llent., tflgt'thrr With the ngofl III tho tlll10 of' "ecedent's death of all minors, onnultnnts 8nll bl'l1cflcillrlf's I'or Ufo lIIHIl!r rtceechmt's WOl. It olso contRins n statement showing which of the benel'iclnrl~H nlwell ill Llm ch?cp.c1ent's wtll, if 811Y, dled prior to decedent, the dateR of their dmltll. theIr 1:~511f!'. 11.1111 thp relnttonshtp or such Issue to th., benefIciary. Thill Sc"edule E nttRched horeto nod mRflc B purl hCff!Or sets forth ftll property, real Md Ilor- sonaI, owned b)' the decedent jointly w1th another or others, including Intangible, stRndlng in the name of the decedent Md otht-rR, plus the date nnd J1lnce of f,lcorel of Instruments effecting tho \esttturo of real estate ftnd the u8te of Rcqutsitton of personnlty, plus tho nRme, nddrosK ftl1d relllUonshlJl, if nny, of co-owners to the decedent. Th8t S~",.dulp. F Rttached hereto nnd mndn 8. pttrt h~~reor Rf!ts fort.h fully aniJ In detnll nil debts anrl deductions c181med f'or onli on behRl I' of' t,hts df'l~erlcnt' s f'~tRt." 111I:l\lIl1ng f\mornl eXIHmsel'C po.td; .'amlly exemptiun, where flJlJll icable; costs or llrlmlnlslrn.1.lol1 or t.hls estatr.; counsol reDS IInd nldlclnr)" 8 comntlssions paid or to be }lnid; cost expended 1'01' bur Inl trusts, tomhstonf!s or KrRvcmRrkers, And reli- gious services, in conscfluence or the denth of tJw tlf!r.mhmt; d"hts und clnlm!'l owIng 811ft unplltrt Ilt Urn'! or death; taxes accruel. chnrgeohln for period Ilrinr to IlcCf~tll'Jltl Ii fll!(lth (except those flU owed undcr S...ctlOI1 mn of the Inheritance llnrl Estnte Tllx ,\ct); tOj!,I!t.her wHh II stntcmt!Ot or collnteral (1Iedge" for ohllga- tlons. if uny. It Is Rgroed thnt the flduclnry will presrnt proof nf' Hillel clnlmr'!d ob\1gnUons upon re- quest, thnt if the omount. nctuRll)' J1ftld In s~t.LI"l11lmt of nny fl''', commission or rleht is less thRn the estimnted MIOUl1t clnlrntng Rnd Rllnwed, thllt thn RAmi!' will lit' r"porterl tn the ltoglBtcr of WtllH, "ntl that the "mount of tox nssesfwll cM he renssmuif!11 III IIc('urll,ulc.' lhf'rIHflth. That the totals of the nJl11rOl'rtatf! columns in Sehoctllh~5 tI.\", "n". tletl, "r:tI, nnd -FtI RS directed theroln, have been carried rorward nhll ],roperly relll<t"rcd III tl'" ~""""nrl'. DAUPHIN DEPOSIT BANK & TRUST CmlPANY, Executor of the Estate of ",_.:&~-:~:..,~nd..8:::o:~..bl:~:ec:~.,t~.I8.,:':::'~'~~li ":::,k~:~~_,,J2L,l!J(.,_- _...._.._...~:bl~;~J~,~~;_t.~l:? ..,;-U .l'.? 'd~ . AS~~:~~;;J;;~F-eL'''_'__' 1.\, (OT,~:::;on EA,i'" D"'m~" I. IloO 213"Market..S,t,."..Harrisburg,Pa.__,,17~Ol liIn;.4"o, rA 0....'0 '-Or (City or Town and S14te) NOTE: Il"roro sl~nlnK ftffldnvi t mftkt~ SUrf" III I hlllllk ~pllL"t'" III the flrfleln\'1 t. ,,",I sclu',lulrs Rnnf'xecl lire fl lII?1 In with dl~t.Rt19 or the worll "SUflHtI, RIllI In CIlSI' thl" Ilssf'ts ",,'1111te rllre nwl unl Isloet 91~cnrttlf~s, secur I ttf~s nr c lose or rn.mll)' cnrl'nrn tI ons fir 1m InH'r.'s tin rlll~' "(I-I'"rtlll.'r911 I p or hus Inr.Rs, thnt lhe dnt6 nntl st'ltf~ments refllllrl!11 lUlIlf!r th~ (lllrn~rnl'h nlln\'I' rf'lllttn~, In SChl~flulH "JltI nrt' Attnchp.111 ,\IHu rnllk,~ cf~rtllln thnt column Ht in thp. tlSunfTInrytl IInH hf!r!1I prnpf1r1)' Cfll'l'lplr.tf'tI 119 "buve-lllrrctml. Re:y-ul "_n) ", * COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRlJCTIONS: Thi. Schedule musl disci".. ulllunsihl. und inlunsihle pe""nul properly "wned individllully hr Ihe decedent, at the time nf his dcnlh. Prn11Crl)' lIwnctl by lhe decedent jllintly wilh nnnlher or nthers IIIU"t he Ii!ileu unller Schedule liEU. Intangihle ptlrHonaI11rulu:rt)', titled ill Ihe nUlllc uf the decedent, bul (layahlc 01 deilth au annlher ur nlhers, including but uIIllimited tll I'.O.U. u.S. Su\'ing!i Unnds and tentnlhe IrUstllcctlunls, lIIust he listed, dcs(lite the fact dull the)' arc nul uf the udministered eslnte. Tnngihlc persnnallW'uru.:rty should he listed firsl (e.g. jewelry, wCllring ul1porel. IlIIusehuld B"uds, ilnll furnishings, hOllks, paintings, uutuIIIlIbilcs, buats, elc.) Intangible personal rropcrly, such liS hondN, treasur)' ecrlmealcN, cash un hand and in bank, btllcks, morlgages. nntcs, tugelher with uccrued interest ur dividends, Nolaries or wages, insurance pu)'uble tll the cstule (lr fiduciary in snhl capacity, plIrtnership interests, inlerest in any undistribulcd estate uf or incunu.: fro", uny properl)' held in trusl under Ihe will or ogfcemenl of unuther, c\'cn Ihough located nul side nf the Slatc, at lhe lime of oenlh, .h,,"ld be lisled in Ihi. .d.edlll.. Ilem No. I1EM Lisl und de.erib. filII)' UNIT VALlJE ESTIMATED MARKET VALUE IlEPAltTMENT VALlIATION (Un 11111 wrile in Ihis .puee) CASH AND CASH ITEMS: Received of Dauphin Deposit Bank & Trust Company Successor to Dauphin Deposit Trust Company, Trustee under Agreement with Ila M. Dick: Proceeds on sale of 903 units Fixed Income Collective Investment Fund Accrued income - $8,215.22 56.25 Proceeds of Dauphin Deposit Bank & Trust Company 5% Master Savings Account 3,000.00 Accrued interest - 3.35 Income cash balance of account 1,104.42 /' Principal cash balance of account 167.12 $ 12,546.36 Proceeds of Dauphin Deposit Bank & Trust Company - Checking Account # 28-37-286-7 Received of Travelers Insurance Company - Medicare benefits Refund from Capital Blue Cross - Cancellation of coverage Refund from Kunkel Surgical Group Refund from Blue Ridge Haven West Received of ~letropolitan Life Insurance Company Proceeds of life insurance policies n 5110198M and II 6029788M 1,841.69 189.64 45.85 77.00 13.60 2,028.18 SECURITIES: $20,000. U.S. Treasury 7.125% Notes due 12/31/79 19,493.75' Accrued interest - 122.71 30,000. U.S. Treasury 5.875% Notes due 4/30/79 29,728.13 Accrued interest - 445.52 25,000. U.S. Treasury 7.50% Notes due 3/31/80 24,343.75' Accrued interest - 630.21 23,000. U.S. Treasury 7.375% Notes due 2/15/81 Accrued interest - / REV-"" ca-lI) '. RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '* COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX INSTltuCTlONS: This Schedule musl disclose alllangihle and Intangihle personal property owned Indivldoally hy the decedent, ot the time ur his death, Pwpert)' O\,"'ned by the decedent jointly with ullullu:r or others must he listed under Schl.!dule "E", Intangihle persunal prupcrl)', titled in the name or the decedenl, but payable III delltll III lllwthcr or tithers, includlns hul not limited to 1'.0.11. U.S. Savioss I~.nds and lenlatlve trusl accounts. must he Ii.led, despite the focI tI,at Ihey arc nntnf Ihe administered estate. Tansihle personal JYoperty should he IIsled flrsl (e.g. jewelr)'. wearinK apparel, I"Klsehold g,slds, and rurniNhinlCs, IMllks, paintings, uutomohiles, buuts, elc,) Intanglhle personal property. such as honds, Ireasury eertifieales, cash on hand and In hank. stock., mortgages, nuleli, ttlgethcr with accrued interest or divhJends, salaries or wages, insurance pu)'uhle lu the eslule ur fldnelary In sold eapaelt)'. parlnership inleresls, IntereSI In an)' undlstrihuled estate nf or income from any I.roperty held in lrusl under the will or aKfeemenl of IInnlher, even Ihough loealed oatslde of Ihe State. atlhe time of dealh, should be lI..ed In this sd.ednle. Item I11lM UNIT ESTIMATED UEI'AlnMENT Nu, LIsI and describe fully VALUE MARKET V,\LU/\TJlJN VALUE (Uo nut write in Ihis space) $35,000. U.S. Treasury 8.375% Notes due 8/15/81 $ 34,365.63 ."~ Accrued interest - 1,354.11 lor/- 10 Shares - Ohio Power Company 4.5% 'f) . SU / Cumulative Preferred 425.00 MISCELLANEOUS: Jewelry - Appraised value 409.59 i- $ 150,938.61 ''" " Insertlhls tnlal opposllc "Persllnnl Properly", Schedule "n" in XX 1.5"0, 93;'~9 '. Ihe "As Rcpurh:d" culumn on Ihe Inst rllge or 'his re1urn, " ,~") "' k lerican Gem Society Registered Jewelers INC. 2129 Market Streot, Camp Hill, Pa, 170 II 737.8024 737.4719 1:::t1'ch :n,1979 Dauphin DOllosi t T,'ustCr:omllany 213 /.larleet Street lIarrisbul'Ft, Penna. 17105 Attention: Hr. Ed Kramor Concerning tho jewolry pioco!: of tho Estate of Ila Dick, tho follolvina i toms have been o,:aninod and appraised. HUntin~ case watch, (jold filled cnse ;1'715692, Il11nois movement ,;30035:l7. Value .~10.00 Pink coral cameo pendant, 14 x 10 oval lady's head, hat band edge, 10 let. ~'ellow ~old, plated chain. Value $ 4.00 Pink coral cameo ring, 17 x 9 mM. oval lady's head, 14 /ct. yellow gold. Value $ 6.00 .l\r1ethyst pendant, no chain, 10 let. yellow gOld, 10 x 8 mm. oval, bezel set. Value!) 5.00 Pearl pendant, 10 let. yellow gold, a square shape with seed pearls around edge, a snaIl diamond in center, 10 Jet. chain attached. Value ;,120.00 Shell Cmlleo pin, 10 Jet. yellolV gold, 25 x oval with filigl'ee edcre. Synthetic ruby ring, 14 /ct. yellow gold. Dental gold I,!ountincr, 18 /ct. white ~,)ld. Two initial rinrrs, 10 let. yellow gold. Gent's rolex stl3el wrist watch. 18 n.~. Value :;> 4.00 Value :$ 2.75 Value $ 2.30 Value $ 1.92 Value $ 1.6? Value 'pl?.OO '1'hese pieces have been e:enminod without the stones being ,'emoved from theil' settin~s amI are allpraised on that basis. '1'his is a fail' market value at which tho pl'Ollorty would change hands betl',-een a willing bUrel' ::tnd willincr sallel' if both had reasonable knoll'ledrre of 1'13 eV'lnt facts alltJ neither was under comuulsion to buy or sell. /f2. ~~ I~. \'i.r"al1lli~~;tered Jeweler \Morican ('.rOM Society "''''/ J'IIA..! as . . RIV-4U...") * COlNONWIlALTII OF PENNSYLVANIA TRANSFER INIIIJRlTANCE TAX Rr:SIDENT DECEDENT SCIII:DUI.E "D" IlENEFICIAIUES IlENEFICIARIES AND AlIlIRP.iSr~~ RELATIONSIIU' (State full "urnes and addrcllcl of all ",ho (U Itep-cfllldren ur SUR\'IVEII DATE INTEREST III' have an il1lcrcsl. \'CIII~II. conlinacnl or alher- III.altln..'. childr.n lIECEllI\NT 01' IlENEFlCI^R\' wille, In CItRIC) nrc hn:ul\'cd. act STAT" YES IIIRTII IS ESTATE forth .lIb rnet.) 011 NU Vesta Huhn Sister-in-Law Yes 2/12/q6 R~..f~"e , 78 East Crafton Avenue PittsburRh Penna. 15205 . Doponent further soys thot 011 tho obovo.named benell.lorlos are living at this time e..ept belew: NAME DATE OF DEATH RESIDENCE . . . '. ~1II"'"; SUMMAR V (1) (2) ..< ~ (As Iteporled) (As Uetermlned) 13- .. .." " Reol Property (Seh. "A") $ ------ $ .- u g ,,- I'ersonol Property (Sell. "Ult) $ 150.938.69 $ .- u ~'q 1= Ii. Tronsrers (Seh, "C") $ ------ $ ...u:;;' $ $ 3_ u $ $ B" - o ~ 150.938.69 u e 8. GrOS5 Toxable E5101e $ $ M U !!:! a: f-o '0 .. Z u .... .. W .. .c u ::;; l'l >< lJl W U ~ '" u ..I :;: Q 0 <( !-< III 0: U. 0 .. :ci c. c. 0 ... .;; a: 0 !1 II. u < ,g~ ..0 II. t= w lJl ~ <( .; f-o< .: .. ::: .: " Q Z c f-o '-f-o '" " ~ .- 0", 'tl '" u U. W C. .. 0 .... '" ... ... Q lJl 0 a: .2 0: .. -S 0 " ~ i ~ II. l! .. w " ~ ... u a: III III " .- 0 .... ... " c '" _os ::;; .... 0 0 u C e ::"0 ;; 0 Ii ;c< ..I 8 u RE V-4U (11-711 Counly, Numb.r and Nom. 21 21-79-0133 02/01/79 - Cumberland SUMMARY Fila Numbor Dolo 01 Doath Estato Namo DICK, CLAn NAMEI Ua l'IRn NAMEt M. UHITIALI COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIOENT DECEOENT REPORT OF INHERIT ANCE TAX APPRAISER I, ,ho undoralgn.d duly appalntod Inhorltance Tax Approl..r In and lor tho County 01 Pon".ylvanla, do r..poctlully ropart thaI I have apprall.d Iho r.al and po..anal prap.rly 01 roparl.d In Ih. lar.galng roturn 01 th,. ....::duos u:t forth opposite each Item in the lalt column to the right in Schedulel "A", "B", "C", and "E'" Cumberland Dotr.d: February 7, 1980 '-~hl'dlt;l,I yPr,'J Ii ( INHERITANCE TAX APPRAISER -.-. ---- REPORT OF THE REGISTER OF WillS I, tho undorslgn.d duly 01 octad Roglllor of Willi In and far County, Ponnlylvanla, do r.lp.ct- fully roport Ihall havo allawod doductianl In Ih. amountl clalm.d by depan.nl, .xC.pl 01 to those Itoml whoro a groal.r or I...er a,"ounl h 101 lorlh In Iho 1011 column 10 Iho rlghlln Sch.dul. "F", which gr.alor or I....r omounl r.pr...nlllh. lum ol!l,,''I',I]c! en a doduction. Doled.: REGI!:tTEH Of' lULLS INVENTORV VALUE AS APPRAISEO S None 150 938 69 None None 150 938 69 ADJUSTMENTS ODE (HARRISBURG USE ONLVI 00+ 10+ 20+ 30+ REMAINDER APPRAISEMENT COOE Au..1 P.nrl'1rtv ISchedule AI Person..l t'rupertv ISchedul. OJ Joint-Held Proporty ISchodule EJ Trl1n!f",r.; ISchodule CI TOT,\L GROSS ASSETS Less Dubl. ond Deductions ISCH<DULE Fl CLEAR VALUE OF ESTATE 92+ 4(). 93- Valuollon of IIf. ..Ialel or .:i.-. PRINCIPLE FACTOR VALUE 1= onnuitle5....................._ S 1= t= ESTATE TAX ASSESSMENTS _ S Fon USE: OF REGISTER ONLY TOM on $ To. en S Tax (Il S Tax on $ To:c: Oil S Exempllons Tolol I:;..tole ~ COMPUTATION OF TAX 2% 6% 16% $ $ $ $ $ . TOTAL TAX $ (-) A. evidenced by Charllabl. Exempllan Cerllflcalu ISlued by the Secrelary of Rov.nue. leu lax previously paid $ BALANCE $ leu ~"'J of tox If paid within 3 I.Hllllla. ofter deolh S t= BALANCE OF INHERITANCE TAX DUE Add iI1It'r.J:.I 01 rate of 6% from __'0 AMOUNT OF ESTATE TAX ASSESSEO $ Eltote tOll paid S BALANCE DUE Add inlurul 01 fol. of 6,. from t. '= $ r-- $ $ I $ $ $ TOT AL TAX BALANCE PAlO Supplen.n.al Cad.l: (FOR USE IN HARRISBURG ONl YI .W-~'~diu"mcnt 4f,' ..Adjus.tment 5G-Annuily 6O-llf. Ellat. 92+R.molnd.r Apprahal 93-R.molnd.r D.duction 93C-Charlty 94-R.malnd.r R..ldu. 96-Succ...1 v. llf. Eslol. FOil USE OF REGISTER ONLY ADJUSTMENTS HOTE: Wh.r. lubl.qu.nl adlustm.nll or. mo.. to tho obov. computollon of lax by Ih. R.glsl.r of Willi, for prop.r r.alan, sam. should be nol.d b.low, with Ihorl .xplanallon. , I-< ..J Z il -1: .. W . <Il .. :E ft :;: U U >- W u ClI: <Il u C. - Cl C. -1: ClI: .. -:: c. u. 'c Q C. .. 0 > Z UJ -1: UJ - -1: j: j: W >. ~ I-< .. I-< ,; c ~ - '" -1: c ClI: .. Z I-< 0 ~ u 0 U. C. C. 0 ..... w r"? Q ClI: ClI: -= .S! w - I: .. t: u ..... il - -:: Q .. ..... c 'c :2 Q >. ~ - =06 .!l c E ::l ._"" .. Q Q ~-l: ..J U U .,.-. . . COMMONWEALTH OF PENNSYLVANIA RESIDENT INHEFlITMJCE TAX APPRAISEMENT DATE COUI/TV FILE NO. February 7, 1980 Cumberland 21-79-0133 HEV-457IS.78J DEPARTMENT OF REVENUE BUReAU OF FIELD OPERATIONS P.O. BOX 2070 HARRISBURG. PENNA. 17105 Whereas, 11a M. Dick late of East Pennsboro Township in the County of Cumberland Commonwealth of Pennsylvania, having died on the 1st day of February 19.22.., ,;eized and possessed of an estate subject to Inheritance Tax under the laws of the Commonuealth of Pennsylvania; Therefore, I, Sandra L. Stone ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estale, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement; HI tho eyenl th,l any lulu,. '"ltlle\1 In 1111\ e\t.Jta 1\ ".lUsle"IHJ In Pll\~"11J1l /H nnl'I'IllulI\l tn (ollJIIl,..llIuHS ollll(t dC(.lIdunl ,111.H Ilia ollplro1lilJll of .ny est"~. for Iilll or 1m "'.'11, Ihe CllmftlnnWII"Uh fun.by IllllHItUly 1f!\e.V"1 ;Illl Willi tn "IHHal\e anl1 ."0\\ trolll\lor IIIllorll.)ncu I.un at thlllolwlul cullalNol' ,ale on IllY \UCtllutUrlllnlelll't. 1J[~cnIJl' ION OF ASSl:T UNit l\upr"t\lflnt'1l1 W'LUJ:S Madl" 101 IIIllIHllo1"(O T",..IIIJIIHI\O\ Real Pronertv . None Personal Prooertv 150,936 69 Joint-Held Prooertv None Transfers None GROIlS ASSETS 150.936 69 Have been duly sworn arcwding'~ law, I do hereby certify t~t the above app[jli:;ement is made in conformity with the law on this t day of " . ~'~,brua~ 19 ~. "'___-1 I vi, 1 ~ \dcn')' Appr.I\Cf INUI"~CI and Street) Harrisburg (Post Officel . Penna. INFORMATION To Inlur. proper credit to your account. tho nomo of tho estato and file number should bo c10arlv print- ed an the check a' money o,der, Thll elsessment II mede In eccordonco with Soction 708 01 Ihe Inherllenco end Estoto Tox Act 01 1961172 P.S. 5 2485.708), To the e.lent thet Inhe,lIence tox II paid within thr.. 13) months aher lhe doeth at tho docodent. e dllcount of f1vo 151 po'conlll ellowod 172 P.S, 5 2485.716), Inheritance Tallt, other than tu on 8 future interost. is due at the dote of the decedent's deDth and becomes dollnquont el the uplreUon 01 nine 19) month I eh., tho docodont'l doath 172 P,S. 5 2485.711). Inhorltenco Tex an e future Imo,est II peyeblo within throo 131 months eh., tho translo, takos effect in possosslon end enjoyment end Is do1inquonttho,oaho, 172 P.S, 5 2485.7121. Calculalo Intorost from tho dolinquent dOlO shown an tho faco 01 lhls lorm to tho date 01 ectual paymont using Ihe lollowing Inle,ost table: ------------------------------- --- ---- --------- -.. --- - --- -------- -- -- - - - ---- 1 month .005 4 months ,020 7 months .035 10 months .050 2 monlhl .010 5 months .025 8 months ,040 11 months .055 3 months .015 6 months ,030 9 months ,045 12 months .060 1 doys .00017 11 deys .00186 21 deys .00352 2 doys .00034 12 days .00203 22 days ,00369 3 days .00051 13 days .00220 23 days .00388 4 days .00068 14 days .00237 24 days .00403 6 dSYI .00085 15 days .00250 25 doys .00420 8'days .00101 16 doys .00267 26 days .00437 7 days .0011 8 17 doys .00284 27 days .00454 8 days .00135 18 doys .00301 28 doys .00471 9 days .00152 19 days .00318 29 doys .00488 10 days .00169 20 doys ,00335 30 days ,00500 .. - --- ------ --- ------- -- -.......... -- - - -- -.. - --- - -.. --- --- - - - - - -..------- - - - --. Anv party in Interesl. including tho Commonweallh and tho porsonal representstive, not satisfied with tho essossmont may objoct thoroto within sl.ty 1601 days ahe, receipt of lhis Notice as provided by SecUon 1001 of thelnherllonco and Estalo To. ACl 011961172 P,S, 5 2485-10011, Make check or money order payable to: "Registor of Wills. Agont" Mail to the address listed below: ,jl- /'i - /.31 DEDUCTIONS ALLOWED IN ftl!Voo4" laO'''l Off ICE Of THE REGISTER Of WILLS STATEMENT OF DEBTS AND DEDUCTIONS Of Cumberland COUNTY AND AGENT Of THE COMMDHWEAL TH .1.' .,J,C" ESTA TE OF Ua M. Dick LATE OF the Ilorough oC East Pennsboro DATE OF FILING APPRAISEMENT ~,,\, 17 }(.':...Ii DATE Or DEATH February 1, 1979 DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHER 1979 ._._. Feb. 14 Richard E. Anderson, Register Letters Testamentary $ 49.00 oC Wills - Four Short CertiCicate~ 4.00 Is 53 00 Mar. 2 Cumberland Law Journal - Cost oC advertisinl!. & proof of nuh1i~n.ion 18 00 Mar. 6 Mvers-\lall Funeral \lome, Inc. Funeral expenses 3,058 70 Mar. 12 Frank J. Simonic - Fee for preparation oC 1978 - Individual Income Tax Returns 35 00 Mar. 14 Charles R. \latfield M.D. - Professional services 1/25/79 & 2/1/79 50 00 Mar. 14 \larrisburl!. \lospitnl - Professional services 1/26/79 5 00 Mar. 14 \lolv Spirit \lospital Radiolol!.v Associates - Professional services 1/24/79 13 00 Mar. 14 Wormlevsburl! Fire Companv Ambulance - Ambulance service 1/24/79 25 00 Mar. 14 River Rescue, Inc. - Ambulance service 2/1/79 40 00 Mar. 14 Landis Jewelers, Inc. - Examination & appraisal of 1ewelrv 20 00 Mar. 14 Nauman Smith. Shissler & \la11- Attornev's Fee 75 00 Mar. 14 Beth Kammer - Subscribino Witness Fee 10 00 Mar. 14 F\lN Associates - ProCessional services 1/25/79 128 00 Mar. 19 Kunkel Surgical Group - proCessional services 1/17/79 & 1125/79 77 00 . HIY."b 1.-71' O~~ Ice O~ THe ReGISTeR O~ WILLS STATEMENT OF DEBTS AND DEDUCTIONS DeDUCTIONS ALLoweD IN f'[~ THe SUM O~ S 13 ,3$ ( - OP Cumberland COUNTY AND AGeNT O~ THe COMMONWeALTH ESTA TE OF Ua M. Dick LA TE OF the Borough of Enst Pennsboro DATE OF FILING APPRAISEMENT DATE OF DEATH ~'ebrunry I, 1979 DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHER 1979 Apr. 5 Susnn lIeath - Ileimhursement for long distance telephone caUs mnde on behnlf Un ~I. Dick $ 3 07 Apr. 5 Lnndis Jewelers, Inc. - Exnmination & nppraisal of jewelry 15 00 Aor. 10 West Shore Times - Cost of advertising & proof of publication 16 75 A, 10 nl..n lli.lon IIn..nn !Jnn. Institutional cnre 1/16/79 Convalescent Center - ? /1/7Q 422 61 Apr. 10 Gimtrich Memorials of Mechnnicsburl' - Inscription on burial mnrker 30 00 May 2 Dauphin County Treasurer - 1979 County Personal Property Tax due from Ua M. Dick. Trustee under As:ceement 22 86 FOR n. OF '1'IIF ~^ . . Rank ~ Compnnv - Executor's Fee 7,033 75 Naumnn Smith Shissler and IIn11 - Attorney's Fee 2,000 00 cd for fi lin" costs - 200 00 $13.351 74 - COMMONWEAL TH OP PENNSYLVANIA I SS. COUNTY OF Dauphin B M II k i ffi f I Deposit Bank nnd Trust Compnnv I, renton . a e, Ass stnnt Trust 0 ' cer 0' Dnup lin HEREBY CERTIFY, THAT TO TllE BEST OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO TNE ESTATE OF Ua M. Dick DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. , 1. ' ~/'/ , }t.. 1..:L:"L II/ .. '/t:../':'"-,,, Il~.7i.,-1..- ~ 'ff~(."" (L.S,) \ ( \ \, SWORN AND SUBSCRIBED BEFORE ME THIS ,kL, (' 19L, '-- r)') r~ ;' r;.-. r- t,. '- f; ," 1, "r ( "4 \ NOl.lf:Y "'JI\!I\ M., CO-~';,I;':ll u;:JU D:v!'I:"'r I, I'?t1 tw,lIlJ:':lJ;. fA + ___ Ool.;Sy.'I.ll c..'tmr~ DAY OF