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Home My WebLink About79-00682 <C H ~ ~ tI.l ~ P< ~ H ~ : = tI.l ~ ~ .:0 8 ~ ~ ;.t-i ~ ~ ,";:''O!J 0 t:J t-l ~ .~ '& ..... '1 .s -- N :i J ~ 1.0 No,1.\-19,-, PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Annn S, Earismnn , deceosed, fUl~old ~. Mc;.Lal)e, Deputy To KI8RBHl [!i, ?Rmm;gn, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, IS ~rthur S. Earisman died Oct. 17, 1972 PetitionerWxmexthe execut-".!.._._- named in the Lost Will and Testament of Annn S, Earismnn dated }'"hrunry 15. 1991 Decedent was a citizen of the United States and a resident of Township J.ower Allen 8l!J'tl;>1l'g1'l, Cumberland County, Commonwealth of Pennsylvania, Decedent died on Wednesday the 7th day of Novpmnpr A. D, 19 79 ,in the County of Cumherland State of Pennsylvania at the age of ~_ years, Ioosc Ioosc he r Decedent has not been married and has not had children born to hlmx since the execution of the above described Will. Decedent was possessed of personal property to the value of $50,000,00 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows None ~ Therefore, your petitioner(-s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon, .., ''f ' , Dated Novemher 14. 1979 <. ;Z1^J/ J." /)j;tI")f~(/ Name and address "CCNB Bank. N, A,. formerly Cumherland of Petitioner(s) County Rank and Trust Company 21st & Market Streets Camp Hill, Pa, 17011 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND .Jane g, Davidson, Trust Officer, of CCNR Rank, N, A" formerly Cumherland L;ounty HanK. and Trust company named in above application, being duly sworn according to law say(s) that the statements set forth in this petition are true to the best of her knowledge and belief, and subscribed before /~:/'/ "'" , , o / / 11'1/' //./ / I( " ,'/;-,'- --v Sworn ton 1/10 me Nove her 14, 19 79 \.. t;, ~- .l1/llroJ.a B R~ne, De t~, Hlsl"larel L, flcAEIef66P'1, eylster Filed; November 16, 1979 ..</- 7'7 -(..9::z- "I ,'lei/. Attorney: STONE, SAJER & STE\~ART oj I'-< '... t\i E :.il ~~ I'-< +' 5;> uJ ,-,< ,,:< " ~ <01 <::~ " " H .8 .~ ~ p> Q i';l UJ, UJ p.. ~~ +' 'H . """C) *\ 0 . :I: Ull'd ~ ,,) h"'v s:: (f) o).d _'0 <<: Q)l:.:Hr-! o. h r-l H n:t S-4 H 0 Q) E< ~1! m+JOA U~ ..r: +' M !o; ~ 0< (.", ,.~ U ~ '.,'" ~ , . .' . .:..;,...... ..... . . .~ .t ," Guardian may, in dischar~e of all duty hereunder, pay any minor's share deemed nractical of administration to the person standing in nlace of the minor's parent or d~posit it in an interest bearinp; account in the minorIs nRnllJ in any bank or trust company, includinr any cOl'porate fiduciary actinE hereunder. IV. No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. V. In addition to powers given them by law, my Executor and its successors and any Guardian acting hereunder shall have the following powers, apnlicable to all property held by them, effective without court order and until actual di stri,bution. (a) To retain any property received by them including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability on the purchasers to see to application of the purchase moneys; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valua- tions aa they may fix. VI. I appoint my husband, Arthur S. Sarisman, Executor of this Will. If he for any reason does not act or continue to act, I appoint the Cumberland County National Bank and Trust Company, Executor in his place with the same powers and duties. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN ~~1~ESS ~~Sl~~OF, I, ANNA S. ~ARISMAN, have hereunto set - 2 - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} " COUNTY OF CUMBEHLAND SS: Before me. the He~ister thr the Prohate of Wills and ~l'lIntinl-( of Letters of Administration in uhd for the County of Cumherland, personally came ~,MJ~"J~""JM~~Il~(1N.",~~,~.t.~,~,Q!lt,~;\"!':,,)~r.l'l~,l,<;l,,,,\\~,..Q,Q,Q,,:l'h!l!l,~ Officer of CCNB Bonk, N,A, who. being duly ..,..~,'1,'i,m............,' do ,",L,.. depose and say that as..~,lW,C;,~,,,qx......................,..................,...., of the last Will and Testament of ..,....,..,~,ry,ry,~..,~,~..~~F.~~~!~,\~................,................,..........,......,..,....,..,deceased ........i,l;....,........ will well and truly administer the WJOds 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. ........~,~,~,r;,r;...,....,.. and subscribed before me, ., ...';..;;l~!\'R~F...,J,'~',.................,.... A, D" 19..,n...., ,..,~~~t? ~~tJ.~~,......,........, R:....lu.uJ. E. ~AAB8eU)O~',~lSfEfr ( ('\\' ",', !& \ ' ," '. ~ . " ". ",'; ;",..;;idi.."",;,},.."" ': ",)/(j!.;" ,f.d::G.v.",....", v' .................................................................................. :"ti 0\: :OJ :gj r-: :OJ '" :u ..... :'" :Cl M CI) u.. ~: '* 0 10: N tIl: .!<: M: CI) .-I ~\ 0 il 10 0 (')- I .-J III I'l' 0\ r-l1 - "h.. r- - .: - ,~ I $ .' a: ~j .-l tIl1 :>: N Il r-l1 0: .c: ,~ lZl, 'O'ij ~l "tl 0 OJ N: r--: "tl 0\: ... Z 0 r-: I: u '*: _: $ ~ ("'0(: .s OJ 11 ~ "tl bJJ <II Il OJ - I"l '" ~ ii: DECREE Be it remembered that on the .......J~.1=:h,...... day of ..........,......~~~,~:t?,~~............., A, D.. U;:,?,?"... there was probated and recorded the last Will and Testament of ......,M~,~..~,~..,~,~~J,!!~,~~..............................,. I L0wer Allen Township ~ ' ate of .................................,.........."..............".."......,..,' Cumberland County, PennsylvanIa. Deceased, Letters Testamentary CCNB Bank, N. A. ,......"......,."" "..'""",..,..."" "",.""" were granted to """,'" """ """ "'" ,,', "'" "".."" "."". ".", ",' "" ..""".".",..,...." Witness my hand and official seal the day and year afores~M _ , """~'.'::"..,';,~~J~yY:t'::~DePllt.'1' RitL~ll d E. .\..J..... .......-, Register. , . COMMONWEALTH Of PENNSYLVANIA COUNTY Of CUMBERLAND ss: ,...- L ' /~U--A~_'A \..L ~ . ~" .' , (' (/~ " (/ f'-~"--' .; , _'" --;.- ~iA... ,?-l./)-; ," ",'SliC ,.,j '.;;11'5, l:SO .I.1..,011e _E~, ~a.vid~p..n,- Trust 'If_U~.er, _CCNB _IlnnlsLN.0'-L--.- ' .-'-' ..-,--.. being duly __6\'W,r.n_..,_,..__ according to law, deposes and says that she ._..J.s-E~~O.r-,_.._- __.__.._,_____..,._n....._ ..,.._,___.._.... of the Estate of Anna S. Earismnn late of ____Lower- Allen Township _. __.__.." _ _-, Cumberland County, Pa" deceased and that the within is an inventory made by ,...CCNB..Bank,N.A.-.....--,._.- -.--,-, the said EXPclltnr of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death, CCNB Bank, N,A., Executor Estate of Anna S, Earisman /1 -\), J , By iJJt:c! / 0 (,' MAltl' ft"ua.Ofllcer. !l Executor . ~k:iX.X 2101 Market Street c::- \. i).( J-i...J}____l'----- and 19 ifo . J-~'~ __Camp.RJ..1,l,-F-8llflsy1':sRis 17&H---- Address r{1'~' VJi1l1i: ;U:II:"_I:,,, ;''.:ii:.:j'j\i,.:rllil. 7 Date of Death _.--,---,..- Day November Month 1979 Year INSTRUCTIONS I, An inventory must be filed within three months after appointment of personal representative, 2, A supplement inventory must be filod within thirty days of discovery of additional assets, 3, Additional sheets may be attached as to personalty or realty 4, See Article IV, Fiduciaries Act of 1949. >- ~ .,j ~ . I- W ~ ~ '" I- ~ ~ ~ >- " w <( . ~, '" 0.. I- u 0 . " . 0 UJ Vl ~ ~ C '" I '" w \ . :c ~ { ~ I- 0.. .... I C>. Z I- -l U. '" .... ~ I , U. -l <( 0 I-l .0: 0.. \I'~ \' :l: .... , W 0 <( w ;;j Hi ,;. " , > '" \ <( 'i z '" ~I - ,.I I, Z 0 0 ", Cl ~ 0 I: Vl Z 0 ;\ \ '" '" u \ z II UJ <( HI tIl- 0.. <: '"C (h1 0 ~ ~ \l " - -.: I 0 . .D -" . E '"C - ..!! 0 i ~ ~ 0 -l U u: CD Inventory of the real and personal estate of ___ANNA-S... EARISMAN, deceased. REAL PROPERTY: =:"l' $ 0- " NONE PERSONAL PROPERTY 7. Cash Transferred from CCNB Checking Account No. 234-704-5 338 00 19,362 50 1,000 00 1 25 7,000 00 7 00 9,414 21 191 36 3,278 42 161 09 130 00 1,632 00 280 00 3,579 68 2,535 00 4,954 00 10 43 1. Jewelry 2, $20,000 U. S. Treasury Note A 9.75% Due 2/28/81 3, State Capital Savings & Loan Association Certificate of Deposit #001-20-25634 Accrued Interest to Date of Death 4, State Capital Savings & Loan Association Certificate of Deposit #001-25-06773 Accrued Interest to Date of Death 5, State Capital Savings & Loan Association Savings Account #001-1000067 Accrued Interest to Date of Death 6, Cash Transferred from Trust #310545-1 8, Cash on Hand 9, Bethany Village - Refund 10. 7 Shares PP&L, 4,50 Preferred Stock 11. 315.39 Shares Delaware Fund, Inc, 12. 104 Shares UGI Corporation 13. Money Market Trust Accrued Interest JOINTLY OWNED PROPERTY NONE 0- $53,874 91, I [I II ii !: ~ -r-f(i " REV-449 (a'78) COMMONWEALTH OF PENNSYLV AN/A DEPARTMENT OF REVENUE BUREAU OF FIELD OPERAT;ONS .* . ) ',/ I' > , ._) - ;'1" : . ,---' RESIDENT DECEDENT COUNTY OF _.,C;;umber.lanL.._______ .._- IMPORT ANT: ThiN return llluNI bl' COllll'lctt'd ill detllilllUd filed ill t111pIH:alt', wilh 1111 ,lllllc!ll'll, willi Ihl~ Relli~\l:r tlf Wills (If the County wtwrc dccl'Jcnt It'shlell. l{l'lmn is dIll' within lilla' lIHlllths afll'r dille of (killll, unless 1!1I cxlt~nSitlll i... grulllctJ hy tht' SccrClllt)' oll{l'\Icnuc. ISI'cllon7{U of lilt' Inheritllnce llllll E~lalc TIIX A\:l of 1%1,) u., -_..~ IN TilE MA'ITEU,OF Till: ESTATI'. OF 1 AFi'1I1AVIT 01' Anna S, Ear1sman '--'-----uJ I.Xl.l'1:!OR ISTATE FULL NA.ME OF lJECEnE~n) Lcte of ~_wnb_~_(J._arul___._._~_..__ County A)lMINIS't RATOR Stote of Pennsylvania },,, County of-Gumb.prl ~ml -.I., T" np R ...Jlavidsllll.,_Trus LOf.ficer,_CCNB_.Jlank.,....N...A.~__. ~mk~r of tho estate althl' ohovCl-nnmCld decCld,nt b..ing duly Ioworn, depou and say . 19_---.l....fL_J lutatlt leaving Q last will, copy 01 which is hereto attached. } ~~~l!lo< Executor Decedent died Nn"pmnpr 7 J (MONTHl Namo and addre.. of attornoy or } oth.r oUlhoriud repruentoll"o to whom 011 corru9ondence should bfl mailed. \l)Ayl Richard H, Stllliar.t 310 Bridge Street, New Cumberland, Pennsylvania 17070 That as slIch Executor deponent is familiar with the affairs of s.lid estate and the property constituting (EXECU TOR-~ts:~JF~~~) the assets thereof and their fair market valuc. That nt the time uf death there was no safe deposit box registered in deccJent's individual name, or jointly with, or as agent or deputy of another, or in decedent"s individual name, with right of access by another as agent or depuly, wilh the exception of the following: - NAME AND ADDRESS OF BANK OR Ol'HER INaTlTUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE nEPOSlT 130X RENTED IN NAME OR NAMES OF R~LATIONSI-IIP or JOINT HOL~EI~S TO DECEDENT N()NR w That the contents of said safe depOSit box or boxes are itemized undt:r Schedules with the exception of the following, for the reasons hereinafter set forth: - of t:lis return, That Schedule A attached hercto and made parl hereof sets forth fully and in detail all thc rcal property in the Commonwealth of Pennsylvanill of which det.:cdcl1t died having an interest therein. It also sets forth the mortgage encumbrances upon each parccl of real properly at the datc of death, giving the amount still due at death, name of mortgagec, date, rate of intcrest, and book and page of record thereof. It also sets forth in the columns provided therefure the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Scheaule B attached hercto and mude part hereof sets !"mlh fully and in detail all pcrsonal property whercsover situatcd owned by the decedent at the lime of death; all moncys left by the decedent at the time of death, wltcthtr in decedent's immediatc possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, wlll~thcr individually, or in trust I'm any other person or person!t giving also sepamtcly the accrued interest thereon, if any, down to ihc last interest day prior to decedent's death in the case of savings banks, and to the d.ltc of dt:cedt~nl's death in all other cases: all honds, postal savings, treasury ccrtificates or notes and other cndcnce of indebtedness of the United States to the de. cedent; all obligations, whether by stalule or agrecment lhey arc designated as tax frec, of Ihe United Slates, or any state, or political subdivision thercof, or of any foreign country. which ar~ owned al the time of dcath: all wearing apparel, jcwclry, silverware, pictures, buoks, works of an, household furniture, horses, carriages, automobiles, boats, and >lny tlnd all other Jlersonal chattels of whalsucvcr kind or Iluture, left by decedcnt, together with the fairly estimated market ,'alue Ihereof; all honds and mortl;ages held by decedent and of all claims duc and owing decedent at the limc of death, and all promissory notes or other instruments in writing for the payment of moncy of which deccd('nl died possessed, of whalsClevcr nature, with interest lhcrcon. if any, giving th(~ face villu!.: ami c~tillla{cd f.lil nhlrkd valul: thl:relJf, ll.nd if ~uch cstimUlt:d fair markel valuc be less than the face valuc, it sets fMth bricfly the rl'aSOI1S for such dcpreciation as to cach hem; all moneys payable to the estate ff(Jm lifc insurancc policies carricd by decedent: all annuity and endowml:nt contracts the proceeds of which were payable upon the death of the decedent; all and the corporale stocks and dividends due thereon and unpaid us of !he d.tte of death, bon,Js and accrucd inl~~rl:sl thNeon to the date of dcccdcnt'lo: death and other investment securities owned by the decedent al the time of dealh, with the market value there.. of at such lime. Ic.)-n~' S.... In tILe Cllse 01' s~cllrltles or dos.. or "Ilmll)' enrpcruUons, 1.I1l~ vnltll'!i r"Illlrtl.d Elr(! liS f'ur ns posslhl(! suhstlllll.lutell by f'llIllllclnl sl.llt.emmlts 0(' Ull~ Ilnrllo l'/l I. I OilS. sllnwlll~ Lhn IIS1;1~1,:-l IIml lJnhil1t1es thl~rf!of' liS of till! dl\tf! or tl"UUI. 'fhl~ sl~llelhll~ Illso sets l'ortll 1.I11~ InUll'pst, €'If' th!(~ellent. lit I.he time of denth In UIlY cn-pllrtOl!rshlp or huslness, IUllI In !'OlIlJport nl' t.lu' vnlllfl 01' such lntel'f~st t.herp- is /Ulnexed to snit! schl'c111leJ I'lnuTwlnl Rt.ntemt'nls showlll~ I.ILenSSIJts nnrlllnbllltll's of' Slthl cn-pllrlTwrshlp or hllsiness. A l'oJ1Y or 1111' co.p/lrtTwrsl1lp Il~rl.'I'ml'Ilt., (If orlll, II sl.ll~nrnl'llt !it'Il-IIll!, 1'01'11, thl! rl'ltllrlJ nf' t'll~ tl~reement) lop;l'tlwr with /l SI.Ilt.I'ITlHllt :-It'l.lln~ t'nrl.l, l.he CI1llI'11l~t.I!r of' till' hllSlul'ss, Its locution, Itflt! such otlmr filets ih'lrt./llnlll'~ to thl' hu.,lnf'ss itS lOllY Ill' I'l'rllnl'nt 1./1 II I'lIlr Illld .lust IIpprnlslll 01' t,lw lle~mi(!ntls tntr!rest tlll'I'p-In mllst besllhmlttl'fl. II. shollllllllso set forth In ll.f~rnlzl!d form, 1.1lJ.,!;pf,her wlt.h the flt.lr nlllrket vlllue ttll'ln~of'J nllY ol.ll('r Ilropcrt,)' OWl\f.1! ot. hcrltWlll.lu'lI hy t.iLf' d(!{1I.'I!f'lll lit t.hc tlrnf' ot' (h!lltll. Thl! Scnedulf> C Ill.tnchlHI hnrl!lo IITHI Illudc pnrl. hl'l'cof' set.s CorUI II truc IITlSWel' to ouch in'luiry contnlnetl Uu!retn /tlllt In t.he cl1st! ol'trllnsf'ers of)ll'opf!rt.y, relll 01' personal, withtn two yelu's of decedent's rlentll, In cont.f!mplnt.lnn of' ch!cedent' s dClltll, 01' tnti!IlIIf!11 to t./lke ef'f'f!ct III pnssl~ssion or en.1oyment at or after llenth, sldll schf'lfllle sets fortll tI\(. nit I tlrl1 mllJ vIlllJP of' such propert.y, 1.0 whom trnnsferred, tho relatioTlshlp of' tho trIlIH.t'erees t(1 t1Jt~ IlncNhmt., till! proportlonntl! shure 1'(!ce1vecl hy ollch t.rllnsferee and 011 other facts of II perUnf!llt nntllre rf'~llrrlilll4 slllct t,rnnsl'f!rs. In t.he cllse nl' t."llnsl'ers intended to take l~i'l'ect. in )lossesRion or en,loyment III or Ill'tf!r denth, there Is also Iltt.fldllHl to the schedule Ii cony 01' the deed, trllst IlgrelJmcnL or ot,Iler instrument crent.ltlg !.Ile t.rllst. 1'hf!r,~ Is nlso set t't)rth in said schedule /l list of nIl propert.y~ rnul unci person/ll, with Its vulue, which pnf';sns lit decedent's deoth by virtw~ of the exercise hy decedent, either Indlvldul.llly, or Jointly wtt.h l\nother, or ony power of' l1}l}Joint- mcnt v('l'>l.ed Indecerlent, either Inctlvidulllly or ,Iointly, hythe will, deed, or other Instrument of a.nother, with Il copy 01' the Instrument. crentinp; such power /LUnched t.o t.hn SCh(Hlllle. That Schedvle D l\ttl\chect hereto llud mnde part.. Iwreof s(~t.s forth t.he nllmes nnll ndrlresses of nIl persons beneflclully interested in this est.nte lit t.Ilf! time of' decedf!nt' s rleuth, the Illlture of' their res- pective interests, their relationshIp, if llny, to the rtecellent, to~et.l1f~r with the nges ot the time of decedent's death of nIl minors, nnnultllnts und heneflclllries I'or life unrter decedent's Will. It also contains a stntement showing which of the beneficiuries IlIUl1ed 1n the decedent' 5 will, if any, died prior to decedent, the elutes of their t1eftth, their issue, H.nlt thH rl~lllt1ollship 01' such issue to the benefl,cinry. 1'l1ot S.:/1edule E lit.tnched hereto ltnd mnde Tl pl1rt hereof sets forth 1111 property, real and per- sonn1, owned by the decedent Jointly with nnother or oUWl'S, Incltullng int.angible, stnnding in the name of the decedent. anll others, plus the datI) nnel pInco 01' l.ecorft of instrnments effect1nl~ the ,"'cstiture of renl f'!stnte and the dnte of Ilcqllislt.1on of personalt.y, plus the nnme, luldrcss 1m.1 relationship, if any, of co-owners to the deceden t. 1'hnt Sc/1edule F attnched hereto nnd mndc 11 pl'lrt herp-of sets forth fully and in detnil nIl debts and deductions claimed for nnrl on bohnl f of' this decedentl s estnte, Inclurllng f't.mernl expenses paid; fnmily exemption, wllere l1ppllcnhlej costs of nrlmlnistrnl.1on of thIs estat.ej counsel fees Rnd rudicinry's commissions phid or to he paidj cost. expended for burinl trust!>, t.ombstones or gravemnrkers, and reli- gious services, in cono:;e'luence 01' the dHflth of t.he decclIent.j dehts unrl clldms owing nnll lInpn1li tlt time of deathj thxes accrued chl1rgenhle for pcriorl prior t..) decectent's 11eRt.h (except those nllowerl under Section 651 of the Inheritunce HUrl Est-lite Tax Act'; together with f1 st/ltement. 01' colluteral pledgell for obligli- tions, 1t' any. It 1s Ilgreed thllt the f1tluclnry will present proof of sllirl cllllmHd obligations upon re- quest, that if the amount /let.unlly pll1l1 In settlement of uny f(w, commission or debt i5 less than the estlmlltect nmount clnlmlng nnd nllnwed, t.hat Ulf~ snme will he report.ed to the n('~tster of' Wills, and that t.he Ilmotlltt of lnx IlssessclI CIUl he rellssessetl in nCCorc1IlIlCe t.her('wl t.h. That the tnlllls of t.hl'! Ilpprolll'lnte columns In Scherl\l]f~s ",V, "n", "C", "E", and "I"" BS directed therein, huve hNm cllrrlect f'orwnrrl nnd propcrl)' reg;istered 111 thl~ Sllmnll\ry. Subscribed and swam to before me this ,,/~, 'e/, .." , ,{ ,....' . ...lIaya! "'7""<''''''''~!'' \)J(" L (':l. ).',;.:, \/ / I' " '/ .... 19...:...... CCNB Bank, N,A" Executor of the Estate of A~n S, Ear~smal1'l ., I ..' (\ ! \; '! j. ,) '...BY:'~' ~i~;~AaiiafidwiLtH..,....._...._,_.. . 2101...Harke.t....Str.e.e.t........................................,......_,-, ( Street Number) Carnp..II.i.l1.,...Y"D!l.S.Ylv.at1J.iL.U911.... .. (City or Town n...i SIllIe) sorE: Before sl.L!;nin~ nfftdllvlt mllkll imrf! 1l1J hlllllk Sp/l('l'~i III the nff'1dli\'tt. Ilwi SCbf'lllll"f; nnnexod ure 1'111('11 In with del/dls 01' the word "Nulle", 1111,1 III ellS(' till! IlSSf'ts I1Wl\lllt~ rurl' 111\11 unllsll'O securities, snl~llrit.ies of close or t'llrolly cClr}lorlltloll!'l (Ir nn 111tpI'est In fillY I'n-prlrtuf'rsillp or huslnetH., t.htlt the 111l.(Il /lnll St.H.IYltll!IIt.S requir(',1 under t1}(~ Jl/tl'lIl~rllllll l\IHI\'I~ r,'~atln~ III S(,!ll'llll]" 'In" 111'1' Ilt.lnclJ('l1. A1sn mnke f~l!rt:dn thllt column #1 in till' "SlInmfl.l,),n hill'> hl~f'n prnlwrl:. ('ompll'tl'd liS IlIKI\....-1Iirl'('t1.tl. _l.;:;;.~, ;~:;_ "..W" k..:c....414r71' 'COMMOlItIIAL TH 0' ....YLV.IlItA . OEPARTMENT OF REVENUE BUREAU OF COUN'l'Y COLLECTIONS TRANSFER INHERITANCE TAX RESIDENt DECI!DEN'I: . SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement 0/ mortgage encumbrances upon each parcel at death 0/ dece- dent, Property held by the decedent os tenant in common wilh another or other, should be identified os to quantum 0/ interest and the estimated value should be that 0/ the decedent's interest only, (Property held os joint lenants with right 0/ surviorship or tenancy by entireties should be reported on Schedule "E,") Tho rial propluty localad In the Commo.,woalth af Penn.ylvanla Ihould ~e (1) (2) (3\ delcrlbed by lot and block number, .treet and .trut number, together with DEPARTMENT a genorol ducrlptlon of the property, with 0 r.ference to the rocord of tho ASSESSED VALUE VALUATION conveyance by which tho decedent took title; If Q farm .tote number of o. FOR YEAR OF ESTlMA TED CAUTION ere.; 01.0 .tatement of mortgGge encumbranc.. upon oach parcol at death DECEDENT'S MARKET VALUE (Do not writ. of decodent. TOXOI, aueumentl, accrued Int.r..t on morlgogu, etc.,ar. DEA TN In thl. .pace) to be II.ted on S.chedul. lIFlI and mUllt not b. doducted from this schedule. NONE Insert this total opposite "reol property", Schedule "A" in the X X X X X "As Reported" column on the lost poge 0lthi5 return. , m 6)U,) ilJ<:S111En 1l1,:n:JlIo:N'l' SCi\FI)lrLl'~ !I all l'I,IISuNAL I'I\OI'I':llTY t';: ~'..i."';!l. .<I'8';'.,.if~?E~'" YJ ..,,-:,~/~. ,.~'t .I"l!~""."",j "J::"V"~rul~ Rec ..?t~ Cml\IONWI':.\IlI'JI OF 1'I,:NNSYlNAN I A 'l'IL\Nsn:1\ fNJlI':I\I'l',\NCJ<: 'l'A '\ It\l';l'IHiC'1'LOSS: This Sdh'dll]l~ lllUSt tllselose all tHlll;ihle iUld InUmg;llll'! IH~I'SOlllll pl'op\~rty ,,',,'Il"oI Iwlivldu:dl.Y II~' till! Ih'I~I:d('Il\'. al. 1.1it' tillll~ of' his tlf'Hth. PI'Ojlt!\'l.y ownnd h~' tlw IlI'(~,!(\I!Til, Jointly with 111101.111'1' 01' otlWl'S lUllS!, Ill' 1 istt'd IIWlt'l' Sdwdlll.' liE". lntangibll.' pel'solllLl Ill'O!Wloty, tilled ill tILl.' IllUnt! 01' till! d"{'I!d'~nl, but pll~'lllJll.' at tlenLll to UllOtllPf 01' oLhl~rs, Including IJII!. not] imitctl \'0 P.(J.IJ. U. S. Savlng;s noruls and l..'IlUt- tlvo U'wil, lll.'eullllts, mils\' 1>0 IJsted, clespit.l! the I'!let tllllt. UII!)' nr.' lIot or l.lw admlnistpf'l:d "~SLIILl'. '1'allgihlp lH~"SOllal pl'opt!rt.j' should Ill! llsL(~d 1'll'sI. (n.!.;. ,j0\H'II',V. wf~l1rln,e; Ilppllrf!l, hOllsellOld goolls, 111111 t'III'nlslllll~~S. hooks. [lU tilt In,l!,s. UIIl.nmoblJps. hOlltS, et.c.) lllLlLllgilllo lH~rS(lIlHl pl'opert,Y, sHch liS hOllds, tl'elisllry 1~r:>T.til'iCIIU:S, ells" 011 hanrl /Il1d In hllnk, ~tocl'~l Il\OI't,gllges, lIoLes, I,llgetlwr wtth IlCC1'U(~d illLel'l:sL or dlvldelllls, salnl'1I!S or WII).!,I'S, InstlT'/tnee pay- IIhlc to the (!stHt.f~ Ill' f'tduclllry ill :,wid 1~llpacLt:v, part-Tlm'shLp intel'cst,s, illtl~rl!st 'n IlIlYllndlst.rlhuLecl est,llt,f! of 01' incoml! from /Lny Pl'(l}ll!rl.y held in trust. luuler the will 01' Il).!,reement or Ullother, f~vell tholl)411 locllted outsille of' j ]ifl State, HI. the time of' fleath, ShOlllll bl~ llstl!fl in tltis sclwdllle. 9, Bethany Village - Refund UNIT EST! MATED l)li:l)'\H1'~mN'l' V,\LUATION VAUJE 1I,II\KI,r V AUJE (Do not wrlte in this splice) $ 338, 00 .....- 19,362,50 1,000,00"- 1. 25 / 7,000,00/ 7,00 , 9,414,21 - 191. 36- 3,278,42, 161. 09 130,00' "moi 40,0 7.80.00 11. 35 3,579,68 t 24-3/ 2,535,00 J 4,954.001 10,43 I I I Item I 'fE-II No. I,jst Itlld ncscri.fJe nllly 1. Jewelry 2. $20,000 U. S. Treasury Note @ 9.75% due 2/28/81 3. State Capital Savings & Loan Association Certificate of Deposit #001-20-25634 Accrued Interest 4. State Capital Savings & Loan Association Certificate of Deposit #001-25-06773 Accrued Interest 5, State Capital Savings & Loan Association Savings Account #001-10-00067 Accrued Interest 6, Cash Transferred from Trust #310545-1 7. Cash Transferred from CCNB Checking Account 1/234-704-5 8, Cash on Hand 10. 7 Shares PP&L 4.50 Preferred 11. 315.39 Shares Delaware Fund, Inc. 12, 104 Shares UGI Corp, 13. Money Market Trust Accrued Interest Insert tilis totl.l1 opposite "Personal Propert.y", Schcclul.~ "B" 111 the "As H('port,~d" eol\U'lill 011 thl~ Il1st pltr-;" 01' lilts rl'turll. x X ! ..,---'-......,--.-'-77-- I 'j I I I $53.874.94. .), J, ~ / I I . ~ Guardian may, in discharge of all duty hereunder, pay anf minorIs share deemed practical of administration to the person standing in place ot the minor's parent or deposit it in an interest bearing account in th.' minor's name in any bank or trust company, including e.ny corporate fiduciary acting hereunder. IV. No interest of any beneficiary under this Will or any codicil. hereto shall be subject to anticipation or voluntary or involuntar,r alienation. v. In addition to powers given them bT law, my Executor- and it... successors and any Guardian acting hereunder shall. have the rolllllfin&~ powers, applicable to all property held by them, eUective ~thotdo court order and until actual distribution_. (a) To retain any property received by them including, the stock of any corporate fiduciary acting hereunder;- (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability on the purchasers to see to application of the purchase moneys;. (c) To compromise controversies; (d) To distribute in cash or kind or both at such valua- tions as they may fix. VI. I appoint my husband, Arthur S. Earisman, Executor of this Will. If he for any reason does not act or continue to act, I appoint the Cumberland County National Bank and Trust Company, Executor in his place-' with the sante powers aOO duties. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN l~TNESS WlEREOF, I, ANNA S. EARISMAN, have hereunto set. - 2- " s '" ~ ~... ~ ~ ..~. :tt (fl'" t: 'c ~ e ._ :J :s E- - ",,0.0 ..: E U , o. tiu:o - - " o ~ - U::S 1.0 V E 8- ~ !l) ~ ~ Rcal1ln1llcrty ..._.._--~----- Ilcrsol1l1l Propl~rly __ -.________________ Trallsfers S\iM\1AI(Y (Sdl. HAil) (Sell. III''') (Sell, H{"') Gross Taxable Estalc ~I f- - Z "" " '" I.l.J "- " ::;; ~ ;;.. 0 I.l.J U '" 0 ..J N ::;: Q <l <Xl V> '" 0:: < '" c. u. "" .~ "- c. 0 " 0 "" ..-I ~ Q. N " .-.: "1.l.J '" > Q. ..e ..eE- ..-I I.l.J ... ;.., <l 0 f- f-.-,: ." :: OJ 0 0 Z 0 <0- f- ,D f- e 0 Z ,- '" e 0 u. I.l.J 8 :l. <l 0: 0 '"5 I- .9 "" 0:: -5 0 - I.l.J '" -;; Q. - f- w - U '" ... ~ " "" ';: :..: 0 ~ 0 - '5 ::;; 0 ;:. 0 U 0 E ~"O ;; 0 E ::::< 0 0 .J U U (I) (As Reported) None 53,874,91, None \ \ \ \ \ \ -2].187~_,_2~.._ (2) (As Determined) $ $ .\ \ $ \ - COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: ,I.,Jane, .Il.Davidson, Tru8t,()fficcr, CCNB Bnnk, tl.,^-.____... ".._"......__..__u --.-..-- being duly __J;,I'lOIn..-, ., according to law, doposes and says that toll ,WJLi.U:e.....___,____..._ .-- ___.___.__,_....Executor _ of thc Estate of .._.1\nna..S,._EaJ:J.~!1lan late of ..,_.Lower Allen __-..., Cumberland County, Pa., deceased and that the within is an inventory madc by . .CCNB,Bnnk,J<l.A.-- -__ _ ..,..-,----, the said Executor of the entire estate of said decedent, consisting of all thc personal property and rcal estate, except real estate outside the Commonwealth of Pennsylvania, and that thc figurcs opposite oach item 0/ the Inventory represent it's fair value as of the date of decedcnt's death, -< ')\ t' 1.hAJ- and subscribed before me, CCNB Bank, N,A., Executor of the Estate of ^nrcrEarism~ . ,J),y : .. d1 _ " 11 ~ E..culo. ,lt1l>RilIkltoll'" Trust Officer __.2JQJ_Market Street ft\ 11'1\ ~L \ .d-_19 ~ () .. \ ~~"'H(>'.I\ \ \ b~\l... ~ !;w, -\ : ,,\. FRANUS y, \,.lra, "'. .1'ullIk My Comm:ssion hllires p.c(em~('l..,33, 1981 New Cum~crland. ~~. (u';I~t'c1aild County ,-Camp..Hill P,:onnc:.yl"::ln;~ Addreu nQ1L Date of Oaath ___...L___.____Novetllber Oay Month 1979 Year INSTRUCTIONS I, An inventory must be filed within three months after appointment of personol representative, 2, A supplement inventory must be filed within thirty days of discovery of additional assets, 3. Additional sheets may be attached as to personalty or realty 4, See Article IV, Fiduciaries Act of 1949, >- ~I .,; w li ~ ~ ~ ~ ~ I- ~ W 0( 0 ~ I>. l- f-< u 0 0 Vl ~ ~ N W W c: 0 '" ... to J: '" ,~ Q) " ~ l- I>. I>. c Z I- -' U. ..-I ~ ~ '" -' 0( 0 J -;;JI 0.. 0 " W u. 0( w :I: I 0 '" .;. 0( .... ,i > z jl - N Z 0 c " 0 ~ :'j ci i' Vl z 0 '" 0( l u z II w .~ ... 0.. I ." c - ~ -3::, ;1 "i: ' I 'I 0 ~ "- Ii .D ... " E ." - ~ ..!! 0 ~ 0 -' U u:: co =.... ,I~ll~,},~/,"\'.'" ;:,'," COMMONWEALTH OF PENNSYLVANIA ;I '/ ;~\"" ' .,',i, DEPARTMENT OF REVENUE .' y,: <'OFFICIAL: 'AeCEIPT . PENNSYLVANIA INHERITANCE AND ESTATE TAX ,'1~.\~"'1 ' ____..__ _._. .__. __. ___ ----.._...~~F,..,.."...,;., : , , ' ',',' '- ',' ' 'i! ,:,i~~, i~ \":;"::4 , " :. .,' \S(,t~i , " -,:;,;f%z . ',- - .. :.::\~'::;':'.?; I i RECEIVED ____________,.------oNR .1 ~ From: ~ ddress ~ R1mnRIm P'IFTEEIIJ " ] ,)l100------------------,o.lIors represe~tjno Pennsylvania Inherllance or Estate Tax due from the following estate: CCNB Bank, N. A. 2101 Market street 2'7, Tax on $ $ $ $ $ $ l $ 115.13 ClIIIIP Hill, Pa. 17011 6% Tax on s File No, :U-79-682 Dole of Deolh 11-7-1979 15'1" Tax on $ Dale of Payment Mareh 17, 1980 Nome of Decedent ANNA S. BARISMAN o/vTaxon S Estate Tax, Act of Moy 7, 1927 County CIIIll'h4lr1and TOT Al TAX CREDIT Less five percenlum of lox if paid within three months after dote of deoth Plus interest 01 the role of _%from to $ Remarks: .PAID ON ACCOUNT" $ '[j'OO~[p~~@ffilJrn SEAL TOTAL AMOUNT PAID s 115.13 NOTE: This Triplicate Receipt to be retained tor audit purposes. Received by NOTE: In accepllng lh. Iransler inherllonce lox on fulure oslole', prior 10 lho deolh 01 tho life tenant or lenonl for years, os evidenced by Ihll receipt, II Is understood that the Commonweolth ,holl nol b. precluded or prevented from horealler Dueulng additional inheritonce lOll ollne dealh of the IIf. I.nont or tenonl lor Yllar' wh.ne....r 11 appeors thai such oddlllonollOl may b. legolly dUB and COIlKllblo lor any reason whatsoll...er, t - -- -----.- -- ---- -- -.- -- -- ---.- -_. -- --- -- -- - - -- --..- - -- -- -. - - -- - ---- , (THIS IS SUPPLEMENTAL TO PR~IOUSLY FILED RETURNS) ,;</ ~ 7'/~ t1;gr:2.- '* COMMONWE:\LTII OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RCC-33;'4-731 RESIDENT DECEDENT 5 v (l y1 )..t II\? [ 111'1 It h - COUNTY OF Cumberland IMPOR-TANT:-"- This ~'~~I;;'11 muSl h.c l~oll1\lll~-I~ctl in lklllil ami fill'd ill duplicilll'. wilh ullllllllchcd. with Ihe I~cgistcr of Wills of tile County when' dCCl'dclll U'!,,jdl'i1; I{clul'll is tim' withill II I Ill' 1Il1l1l1h, "fIn dale of dt~llth, unll'ss UII extensiun is grunted hy the Sccrclllry of RI~\ll'l'lll'. ISl'ctioll 711J lit' lilt' 111hl~rilal1l'c IItlll Estate Tux Act of 1961.) IN TilE MATTEI( 01' TilE ESTATI' 01' } AI'I1I1AVI1 111 ANNA S, EARISMAN ISTATE FULL NAME OF UEeF.;"""'...._...... ,.. ,.. :~~~:X~ Lata of ~berlp.mL___._____,___.___.___._____.____ County State of pennSVlvaIl.l..a...-__._~_} 55: County of Cumberland ._.____4. ~r T, ,T.ne-E--Da.v.idson.,..-Trust...Officer.,-CCNB..Bank.,-NrA-r,. of the altotc of the obov("nomod decodent being duly sworn, dCp050 and soy Executor Decedellt died 7 (O^yl . 19.1!1-{I05Iolo Icaving 0 lost will, copy 01 which is herelo allochod. } (YEAR) i~X November (MONTH) Nome and addrClss of allornoy or } other outhorlud repreuntativo 10 whom all correspondence should be moilad. Ri f"htlT'rl t.l..-S-t.eIrJar:'- 310 Bridge Street, Ngw Cumberland, Pennsylvania 17070 That as such Executor dCllllllClI1 is familii.ll' with the arfairs of said estate and lhc properly constilutillj; (EXECUTO~~~ the assets thereof and their fair market valm:. That at the lime of death there was 110 safe Jcposit hux n:gistcrl:J ill dccedcnt's illlliviJual name, or jointly Wilh, or as agent 01 deputy of another, or in decedent's indiviuualnamc. with right (II' access hy another as agl.:IlL or deputy, with the exception of the.: fullowing: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S...FE DI::POS\T BOX THIS SA~E OEPOSI'. W.lX f~E'~TED IN NAME OR NAMl.::S OF _. - _n.._ ___._ RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NONE That the contents of said safe deposit box or boxes arc itemized under Schedules with the exception. of the following, for the reasons hereinafter set forth: of this return, That. Schedule A attachcd hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of whieh decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real Ilroperty at the date of uealh, giving the amount still due at. death, name of mortgagec, date, rate of interest, and book and IHIge of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of datI' of death of decedent, That Schedule B attached hereto and made part hcn.:uf sets forth fully and in detail all personal property whcresovcr situated owned by the decedent at the time or death; all l\lOlH:YS left by the decedent tit the time or death, whether in decedent's immediaLe possession, standing to dt.:cedent's I.:rcdit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or ill trllsl filr nny other person or persons giving also separately the accrued interest therenn, if any, down to the lust interest day prior to deccdt.:nt's dealh in the case or savings hanks, and to the date or decedent's Jcath in all othr.:r cases; all bonds, Ilostal savings, treasury certificates or notes and otht.:r c\'idenct.: or indehledness of the United States to tht.: de~ cedent; all obligations, whether by statutl~ or agreement they arl' desig.nated as lax free, or the United States, or any state, or political subdivision thereof, or of any foreign country, which arc owned al Ihe time of death; all wearing npparcl, jewelry, silverware, pictures, books, works of tift. household furniture, horses, carriages, automobiles, boats, and any and all other persollal chattels of whahnc\'cr. kind or nature, ldt by decedcnt, tog~:thcr \I,-'ith the fairly estimated market value Ihercnf; all honds anti mortgages held by decedent and of all claims due and owing decedent at 1111.' time of death, and all promissory notes ur other instruments in writing for the payment of money nf whit.:h dCCt't1el1t died pllssessed, of whalsoe\'er nature, with interest thereon, if any, giving the face \':llut.: and estimated fair market value Ihercof, and if such estinlilled filir market value he less (hall the face value, it s~'ls fnrlh hrit'fly 11ll' reasons for sllch Jeprccilltion as In each item: all moneys payable to the estate from life insurancc policies carried hy decedent: .111 annuity and endowment contracts the proceeds of \\'hiclt were payahle UpOll Ihe death of the decedent; all and the corporate stocks ilnd dividends due thercon and unpaid as IIf Ib' .1.... l,f death. hllnds and accrue,1 inlerest thereon to the dale of decedent's death and other invc..ll1l'.' ".J 1,\' rhe de cede lit at Ihe time or JCillh. wilh the markel value there~ of at such time.. . I t1 - l7'l - 'J-- ; 111 till' ellSI' 01' St'I~III'lt.It'!i or elosl' 01' l'llIull,\' l'III'POI'utlllllS, 1111' Vltlll"S l'''POI'tlle! nrl' ItS "Uf IlS l'tlsslllll' slIhsillllllllll'fl h.\' 1'llllllH~llIl SUIU'l1ll!lll.s 01' till' f'Ol'POI'Hl.lollS, sllCJ.....IIl~ UII! miSI'\.H /lllll 111lhlllt.if~s tlUll'pol' ItS 111' tl1l' dUll' nl' t\l"1l11l. TIll' St'h..du]1' Hlsn sl'ls "nl'lli IIlI' 11I1.(lI'I'sl, 01' dI'CI'l\I'lll. ttl, 1.I11~ '1m'! of' d.'I'III III I\ll~' !'lI-PIII'llll'rshlp 01' hils I IlI'SS, IIllcl III SllppO!'t 01' 1111' \'11 I llI' "I' SII/'II 1I1ll'rl'st tlIPI'I! Is IllJllt!xod 1.0 SHiel 'il'lI"dl1ll', 1'I1l/lllt'lnl sllltl'ml'1I1s siln",llll~ Illll/IS'iI!1s IIIl.t lll1hllllll's of' Sllld l'o-plll'lllfll'Sl1lp 01> hllslT,l'ss. :\ ('(lilY '11' Ill.. ('o~Jl"I'IIJI'I'slllp 1I1~1'....nlt'llt, (II' lIl'lll, /I Sllll,pIllI'n! Sl'll.llll~ 1'01'111 till' 1l1l11ll'p 01' Ihl' "'-':1'1'1'1111'111) 1 01!.1'I 1Il'1' '...Itll II slll1.l'lllplll spIt 11lg, 1'01'1,11 till' ('lli1l'IH'It'" III' Ih.. hils I III'S'i1 lIs IIll'1I11111l1 IIIld Sll1~1i oUlI'I' I'lwl,s pI'I"I,',i1.\llJ~ 10 1111' hll~;lrl"ss liS l1l11Y Ill' JlI'rlllll'1l1 tn 11 1'1111' ill1d .Il1St. lIJ1pl'lIlsul lIr till' dl'(~(Idl~Ilt.'S Intl'I'psI. tllt'l'''\'llllll',llll'SIlllmlllpcI, It shoullllllsII sI'1 1'01'1.11 In \1.1'1111'11'111'01'11I, I.llw'tlll'" with t.l1t' filii' 1t1ltl'I(I~I Vltlll'! tlll'r1")I', :!lI~' ot.hl'l' J1ropl!l't~. OWI1"It or hnqlll'1I11i..d hy 1111' dl'I'pd"1l1 Itt 1.111' 111111' of' d.. II t.Il, 1'111' ,~cf>f'dul(' ( II1.UI.Clll!d hl'I"!lo /11111 1It/1I11~ 111l1'!. 111'1'1'111' Sl'ts "III'UI 11 1,1'111' IInswer to Hnell IlIflulJ'Y cOlltalll.'t1 111.'rl.'llllllUllnUII' ens"ol'I,I'llllsf'I!rsIlI'Jl"lIpl'I'I.~', 1'''111 IJ\' I'PI'S/1IIIlI, wll!dn tWf) y""rH 01' decedent's dt'llth. III eOlltpmpllttton 01' dl"'e(!III!lIt' S dl~l\l.hl ot' 11111'11,II'd to 1'11':1' pl'I'f>(,t III 11IISSI!ssIOIl or un,joynllmt III or nfter fll"'Jttll, sI1Jd sch"dllJe s(~l.s ro,'l.h tlw Illll.url! 1111I1 VlIllIp of' Sll(~1t ,...lIJH'I.I,....'. 10 wholl1 tl'ullsl'errcd, t.he rcl/ltlorlslllp of t.lle trllllsf'crees to t.he deenllf'nt, till! propllrLlolllIl.t! sltllrl~ 1'(!('l'!lvr~d Il~' ouch trnnsf'flrCH nnd all ot.lwr fnets of n pertinent. Illlt.urc rt'~lI.rfllllg, slllrl trllr\sl't'I'S. III t.lw 1~IlSI' of' !,I'llllsl'ors Intended t,n tnke fd'feet. 111 possessIon or en.ln~'llJfmt, tit, or ul'tl'r t1fllll.h, tl1nt'l' Is IIlso IIU,lldlf!d to the SChl!tlllln 11 eOIlY of' t1I("o rl(!l'd, trllst ngr(>eml'!nt. or lltJH~r Inst.rlllllellt (!rcllt.lll~ till! t.l'lISt. Thpl'l' Is IItSO Sl!t fortll In sulll schedule It list of 1L11 propert.y, reat /lucl pcrsolllll, with Its vlllllf~, whit:ll Illl!-,SPS lit. dl!cndlmt.'s r!ellt,h by virtue 01' t.he exercise hy clecfldent, elt.ller tl\lltviclu/llly, (l1'Jolntly with nJlotllPr, or UIIY power of' ltflpoint- ment \'pstl'dindecerlent, elUler lrultvldunlly 0" .lnlllt.I~', \!yt.ll(l WillI d(!NI, 01' OUll'r Instrument of lllJothcr, with tl. eopy of Uw tnstrufflf!Jlt. creltttnJ..!; SllCh llOWI'" llt,tlle:I1I'II trl till' sdll'dlllp, Thllt SChpdule 0 IIttuchell hereto IInrl mlule purl Iwreol' SAI.S f'ort.1i Ule nallles Itwl addresses of' 1111 persons henel'iciully int,crested in tllis eSl,IIt.e Ill, tl1r> t.tme of' tll.'CI'dl~lI'" s deatll, tile IlHtllrl~ 01' tJH:!ir res- pective 1llvH'Hsts, their rellltlonshtp, if UIlY, t.o till' dl!cl'dent, t.og;f!t.Ilf:!r wi!." t.tw /q~f!S 1I.t. t.he time ot' rlecerlel1t!s Ilenth of' 1111 minors, nnnuilllllts HllIl betll'f'lc:lurtl!s for 111'1' lI'l(\t~r decedent's Will. It nlso cont.uIns f\ stlllcment. showing whlch of the hellef'tctllr,tf~s Illlrn.~d 111 Ult"! 1\f~e"dr'Ilt.'s wi'll, 11' Imy, d1elll'rior to r1eN~denl, the dates of their lIenUI, their JSS\H~, IUld t.hp rl!tllt.ioIlSlllp of' sHch lssw! to tltp hellef'.lcillry. TI1I11, S.:hf'dule E Ilttllched hereto /lnd n1l1lle It plll'l, 11"1'1'01' Sflts ff)J'tl1 all lll'opel't~', ,'eal I1Wt pcr- sunil 1 , owned by the decedent. ,Iointly with lI.nother or othl~rs, Inclw11ng; Illtlmg;thle, stllndtng in the TlIlW~ of the df!cerlent /tnl! others, plus the Illite /lnll pI/Ice oj' reenJ'f! of' lnSU'llllltmts "rl'l"'ct.ing till:! \estt ture of' renl I~statc and the dat.e of' II.cquisition of persolllllt.y, pIllS the nllmC', Il.ltd,'(>ss /llld rl~lEttiollshlp, if' any, of' co-owners to the rlecedent. Thnt SchPffule F nttncherl her(>to nnd made It pnrt herp.nf set.s forth 1'1I1ly /lnrl tl\ d~tld.l nil fteh!.!'> nnrl rleductions cllllmecl "or Ill1rl 011 hehnl f of' tills d~C(l(]CI1t.IS (>stHte~ including l~lI1(!rlll expenses paid; rllmil~' exemption, where appl iClll.Jlej costs 01' lulministrllUon of' t.hls estllU'j l:oullsel fees /Lwl f'wllcllll'yl s commissions pairl or to he }lIdd: cost expenllefl fot' hllr1nl tJ'lIStS~ tomhstoll('s or grll\'l'mnrke,'s, /tllll reli- gious services, in conscllucnce of the dl!lI.th of' the decerlentj dehts mill clnlms nWing /Ltlll nupal/! Ilt time of death; taxeS nccrued chllrp;enh]'~ for period prtor to decedent' s ,IHIlt.h (I"'XCi'}l1. those lI110wcII under SI~cttlln 051 of the Inheritance /lud Estatl! Tux '\et): tn~pther wit.h II stlltl~m('nt. 01' collat.""111 Jlleli~e(1 1'cIl' nhli~a- tions, if any. It is llgrcccl thllt t.he l'iduelllry w111 )11'OSI'111. proof of sall1 clall1ll'r1 nbllt;lltlons upon rp.- ljuest, that if the nmoullt nctultlly p'llel In set,t.teml'nt. nf' Ilny (\'p, l:f1l11111lssloll or deht is Inss thlll1 the estimated amount claiming /lull nllowed, that tho slim/' will hI' r!'port..~c1 to till' Hl!j;ister of' IHlls, /UHf tlmt the amount uf tax IlssC!sscII clln he reltssf!ssnll JII IIceorcllllll:I' l.hnrl'wl !.II. That thn totals of the npproprinU' colUl1lt1S jll Scl1111hllt's 1I,\", "B", "C", "E", 111111 "1'" liS eiirl'ct,cel thereln~ have lJeen carri ed forwnrrl nml propl"'rl Y fl'J..!;i St"'!'''l) ill t.hf' Slll1Ullll r~'. SUbserib€~WOrn to before me this ........ .,..,....",L~ day of .~.~ Jh... .19 go ,~";c..u..UA .~. ..~ FRANCES y, 1m dMY Public My COfllr.t:uicn bpiru ' ....r "'1, 1981 New CIJnl,.:rl.and1 crl eu'"lKfllli Cour'.,!, CCNB Bank, N,A" Executor of the Esta~f Anna S, Earisman By ( ''OJ 01i' . !'J{r,({ctt;~U) . (Executor.~*111119 I 2101 Market Street (Street Number) Camp' Hill.Pa.17011........... (City or Town and State) SOTE: f'j 11PII Bef'orl~ s1gntllJ!; uff'idavit milk!' sur" 1111 hlllllk Splll'''S JlI tl," lIf'f'idllVit 1I1l" sellprlull'!'> ItI111f'xed lire jn with details or Ull' word "Sllll(,"~ IIl1d III eltst' tll" /lss"ls ilwl1l1h' 1'/11'1' Itll'lllllltsll~d sl'ellrltl(~s, Sf!ellrtt1l's of' clo:-;e or f'lIi1ltly l'ol'l'orul.llllls or /ill 11l1l'I"'SI III ;111,\ l'lI-pa"lllO'rshlp or hllSill"ss~ thllt. t.Ill~ duth Ilwl stllt.I'mj'lIts rl'Illlit'"d \ludl'" till' lliil'lI~l'apll 111>11\'" I'I']i\lllliC, In Sl'h"dlll.. "II" Ill'" Ilttael1l'd. \lsn makl! el'I'!lItll t1ll1t ('olulnn lfl 111 lll(' "SllnUlllll'~" IIIIS 1ll'I'11 prlll"'J'Jy ('I'l11lll..tl"J <IS hIHI\p-dl"I'I'Il'II. ~\. c.u I"") . CO,MMoMALTH or peNtWtLVA111A DePARTMeNT OF ReveNue BUReAU or COUNTY COLLeCTIONS TRANSFER INHeRITANce TAX RESIDENT40ECI!Q.W , " , *' SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent, Properly held by the decedenl os lenanl in cammon with another or ather, should be identified as to quanlum of interest and the estimated value should be that 01 the decedent's inlerest only, (Property held as joint lenants with right of surviorship or tenancy by entireties should be reported on Schedule "E,") The real property locatad In the Commonwealth of Pennlylyonla Ihauld be (1) (2) III dOlcrlbed by 101 and block number, ,Iro.t and Ifreot number, togolhar with a~PARTMENT a general description of the property, with 0 reference to tho record of the ASSESSEa VALUE VALUA nON conyeyanco by which the decedent took title; If a farm .tate numbor of a. FOR VEAR OF ESTIMA TEa CAUTION crnj 0110 .tatoment of mortgage encumbranc.. upon each parcel at death DECEDENT'S MARKET VALUE (00 not writ. of docodont. TOKe., o..o..montl, accru.d lntore.t on mortgogo., etc.,ar. DEATN In thl. .pace) to be listed on Schedule !IF" and mu.t not b. deducted from thl. .chedule. THERE ARE NO ADDITIONS OR CORRECTIONS TO THIS SCHEDUL AS PREVIOUSL' FILED. Insert this tolol opposite "real property", Schedule" An in the X X X X X "As Reported" column on the last page of this return, (i .jytr ~ o 'F. """'; ~..f. ,-,. :0' . .r... t: '0" \J c_ ,0 " E- - c. 0 "" E U 10" ~l.,l~ - - " . . - u. - ~ E g, ~ ~ ::: 0: Rr..:nl Property Pcr!'ltll\lll Property ____ Transfers SII~\~IAR \' (S~h. "A") (St:h. liB") (Sdl. H("') Ciross Taxable Estate f- ..., ~ Z " " t.:.l 'n '" ::; " .... " t.:.l u N '" " ...I co ~ Q <I: '" VI '" 0:: u.. ,~ :;;: " 0.. 0 "" I 0.. ;; l>. ..-I '" -.: <.>'" '" ;,. l>. N -" -"l- 'M " ;,., <I: 05 f- !:!:! 1--.: ... '" . ~ '" .... .... c 0 z ,:; f- ~ I- '" .... ... c :z 0 '" < '" " <I: u.. u.; ~ ::. 0 ell ... ~ I- .. '" c "" .2 0:: '" :> u .;: 0 - " 0 " t.:.l ~ ...I .. l>. = f- u W In f- ~ " '" c 'c -.: ~ c 0 .::;. c = 's ::; E ~ ;; E ,- '" " 0 0 :::<: ...I W W (I) (As Rcporlcd) Nnnp. , $ $ $ ., $ -2.,.142..00____, ?,l/.? fin Nnnp (2) (As UClcrmincd) $ $ $ $ $ $ I I ~ , , \ p. ..... ..c: . 1Il I ~ ~ ~ Ul ~ I ~ III ~ ~ ~ ~ ~ <-< I ~ .. I \ ~ '1:l '" \ . ..-I g \i'-.. Ul ~ 4! ;:l .... ..:I H , <: Ul H Q) ~ Q) ~ - ~ <Xl U ~ 0 .... - ~ o-l t) ..-I N '" ~ - ~ ~ ~ 0 ~ 0 ~ ~ ~ 0 Ul 0 Z c:i Ul ~ Ul >- Eo< c:i - ~ ~ ~ Z Z Z ~ ::j c:i - c:i 5 ~ ~ ~ z ;:;: z 1;; 0 u " Z ... ~ ~ 8 0 <: - 3= ~ 0 "'" ..:I OFF ICE OF THE REGISTER OF WilLS OF Cumberland COUNTY AND AGENT OF THE COMMONWEAL Ttl REV-4!5!5 (6-781 DATE 11/27/79 .J.l/.J:l/.:L'L ...ll/.2UI ___3 11/27/79 4 ,,/?7/7Q 11/27/79 .1W. /J.J ..l211J./ 12/13/79 J.2/17/79 12/27/79 2/4/80 ._'/' ;'-'/ , r STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IH THESUMOF I c:;/;;.O S,? OAT! APPROVED ~~. ) 1, ) ffj'(J i/.E \.<<," t.'J ///> , , .. ));F~ll REGISTER or- 'N1l-L.S, Auf-NT ( f , , / /; ----~----- ~'. I' ESTATE OF Anna S, Earis!!lan LA TE OF _J.QIi9L_Allcn Township DATE OF FILIHG APPRAISEMENT DATE OF DEATH ll/ZLL'L__ NO. OF VOUCHER -r Rt:MARKS .. 1- - --l Fami1~_~ncheo.E_J}/.l1/79 Drugs to ~0/3l/79 AMOUN T $ 317 63 30 39 -..lQ... 75 4 00 15 00 66 00 NAME OF PA YEE 1.__ J>hera~:on-Harrlsburg Inn Di--=,~,a.J'hJlJ:macy lloymnnd.Jl,~Mar.t.iI4-.Tllas,,-- .l21.UgL(illpi,a Tax.. Bethany Village Misc. Medical Supplies 5 Cow1e Associates Professional Services 11/1/79 tJhnri!=iburg Cemetery Lettering on Crave Marker ~ ~t..t.e1"'~nn) 1.1 ttnn T Lone.rg.an.-& Professional Services to I Yucha 9/10/79 1,110 00 246 00 16 00 7 43 22 00 20 19 18 00 791 00 8 FHN Associates Professional Services 8/17/79 9 Cowley Associates Professional Services 11/7/79 ...llL__ ixoJLs,J:bannacy 11 J. T. Carpenter 12 The Patriot News ..1 he Cumberland Law Journal 14 Jesse H. Stone 15 Register of Wills Drugs 11/79 Jewelry Appraisal Legal Advertising Le al Advertising Funeral Expenses Filing Inventory, Statement Debts & Ded1Jctions & RCC 9 00 __s.ton~.......s,~jer & Ste",art Attorney's Compensation 2,693 75 ll__.. ._CalE Rook, N, A Executor's Com ensation ________ ___!~____, .!e!';~~e.:_~~,yi11:_ ____ Reserve for Filing Account 2,693 75 50 00 SWORN AND SUBSCRIBED UEFO~E ME THIS '---"1: I./. 'l ,.~, ,.' , 19,' ',.,- - ..---...-~'Jl- -- _l~!,.:....!;;;.~:~.:....:-f..!~J:--~-.-~:,-". /:----'. ~,' , / fo-ns- ., ... .-.--.+-.-----------.-..----.--. ....-. -. ----_._--_...~-..- ------+,.-. J TOTAL .J8 120 89 .j" ~. DAY OF 'u~' ( " " " jNFORMATION To insure proper crodit to your account the nome of Iho estate and filo number should be clearly print- ed on the check or money order. This assessment is modo in accordance with Seclion 708 of the Inhoritance and Estate Tax Act of 1961172 P,S. 9 2485,7061. To the extent that inheritance tax is paid within three (3) months after the death of the decaden!, a discount of five 151 percent is allowed (72 P.S. 9 2485,7161. Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the cKpiralion of nine (9) months after tho decedent's death (72 P.S. 9 2485-7111. Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter 172 P.S. S 2485- 712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: ------------ ---------------------- ------------- - - -- -~ -- --- --.-------- -- -- - ---- , month .005 4 months ,020 7 months .035 '0 months .050 2 months ,010 5 months .025 8 months .040 11 months ,055 3 months ,015 6 months .030 9 months .045 12 months .060 , days ,00017 11 days 00186 21 days .00352 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 days ,00437 7 days .00118 17 days .00284 27 days ,00454 8 days .00135 18 days ,00301 28 days ,00471 9 days .00152 19 days .00318 29 days ,00488 10 days .00169 20 days .00335 30 days ,00500 _ _ _________ __________ ___ _ _ _ _ _ _ _ _ _ __ _ _ _ ___ __ _ ___ __ __ _ _ _ _ __M______ ------ Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object 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. S 2485-1001). Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: ...-.....~__ f"'r"__ 1Ir::J[ H'~~,ff~6Y!38)O'" ,.'9......'8...... '., ," .'. .COMMO~~;~LJ~TO~ ~E;~N~~VLVANIA . a!ii.Y,~ ..... ,,' . OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX 11".... . 14 ; RECEIVED -------- 'I = From: ~ Idress M - .-::::. ___ .L..lL~__-=- ~-=.... - ""*; C~NR Rank, W. A. TWO -HUllDRII&-I'&Il'1'Y-I'JVII II ~4/if.1I0------------____.:!01l0rs tepresen In ennsylvonia Inheritance or Estate Tal< due from the following estate: P.O. Box 308 2tlc TalC on $ $ CQP Hill, II.. 17011 6Vc Tax on $ $ f File No. Dole of Payment 21-11-682 Dole of Deolh,11-7-19,7L 15'10 To, on $ Name 01 Decedent AIIIlO. S. RARIIlMAN 7" Tax on S Estate Tax, Act of Moy 7, 1927 $ $ I $ $ 345.24 $ May 20. 11180 County CUllberland TOTAL TAX CREDIT Less five percenlum of lax If paid within three months oflar dole of deolh Plus Interest 01 the role of _%from to $ Remarks: .PAII) JM FULL" IJ'OO~[p[L~@illlJ'rn SEA L TOTAL AMOUNT PAID $ 245.2" NOTE: Thi. Tripltcate Receipt to bo retained fOf audit purpo.e.. ..; . uV '/1/ / p. 7 ,) ; t:ij ~et<<td . I ~ Slgnoture M C. . ~1.~~) of will. Received by NOTE: In accepting Ihe lronder inherl!oncll 10K on future eslotes, prior to the deolh of the life lenonl or lenont for yea", os evidenced by this receipl, II Is understood thai Ihe Commonweoilh sholl nol be precluded or prevented Irom hereafter oueuing oddillonol Inheritance lOx 01 the dealh of Ihe Hie lenonl or lenonl lor year. whenever II oppeors Ihol luch oddltionollox may be leoolly due and toUecuble for any reason whatsoever. t .----------.----------- ---------------------.---- , .!!.,FORMAI10N, To insure propor credll 10 your account. tho name (If tho estate and filo number should bl,! clearly print- ed on tho chock or money ordur. This assessment is made in accordanco with Section .,08 01 tho lnhcrllance and Estate Tox Act of 1961 172 P.S. 9 2485,708) To the extent that inheritance tax is paid within three (3) months alter the damh of the decedent. a discount of five (51 porcent is allowed (72 P.S. 3 2485.71G). Inheritance Tax, other thnn lax on a future interest, .s due !lIthe dato of tile decedent's death and becomes delinquent al the expiration of nine (9) months aher the decodent's death (72 P.S. ~ 2485-711). Inheritance Tax on a future interest is payable within three (3) months nhcr the transfer tnkes effect in possession and enjoyment and is delinquent thereafter (72 P.S. 9 2485- 712). CalculatA interest fro III tile delinquent date shown on the fnce of this form to the date 01 actual payment using thc following Inter cst tablc' ---------.--------------------- --- ---- - - ---- --- - - --- - --- ---- ------- --- - ----- , month ,005 4 months .020 7 months .035 10 months ,050 2 months .010 5 months .025 B months 040 11 months .055 3 months .015 6 months .030 9 months .045 12 months .060 1 days .00017 11 days .00166 21 days .00352 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 days ,00437 7 days ,00118 17 days .00284 27 days ,00454 8 days ,00135 18 days .00301 28 days ,00471 9 days .00152 19 days .00318 29 days ,00489 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 object thereto within sixty (60l days after receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 PS ,2465.10011. Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: OFFICE OF THE REGISTER OF WILLS (THIS IS SUPPLENENTAL TO PREVIOUSLY FILED RETURN) "J 'I';' Ie. f _.,~!. . f./ rJ (.1. . STATEMENT OF DEBTS AND DEDUCTIONS DEOUCTIONS ALLOWED III REV....'tI Ie-H) // THE SUM OF $ ?-?J,,?-O DAH APPROVED 'l!(,(j.LiJ.JFiO i~ ' " ;? /. ') ',' .-, "'It.... / _ -- ~<<ll ~_/~} ..- '{'. C;,..(' . J )~/vi nl=".GI5TER OF WlL.L5, ,\GENT ~ OF r.llmhrot'l:mtl COUtHY AND AGENT OF THE COMMONWEAL TH " / "/- i " , -(' /. ( ( ,J,/ ( I . / ,( ._',~ , , ' " , ')'. ESTA TE OF ___ilnn.a...L.J:Jl..r!.srnnn LATE OF Lower Allen Township DATE OF FILING APPRAISEMENT DATE OF DEATH November 7. 1979 .. -- , DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHER 1980 ... --,----,-----'- -, -_.~_.+.._--- --- - March 12 1 Register of tHUs 1'11 fng Supplemental Statement of 9 00 -, 1l"ellLs & DeductiTI~&'-ReC .., -, " _Sto~...j.m:....and-S.te.w" r t Attorna~Co~ensation J.QL .l.O....- -.. -, --3_,_ LCNB..Jlan14 N ^ r.'vnClItor's J;Q.ll)oensation 107 10 . $223 20 - , .. ..---- .-. .--._- ---.-" _0.- - , ,,--...-.---. ---------------- _. ----._-------------.-. COMMONWEAL TH OF PENNSYLVANIA I 55, COUNTY OF --Cuml>erl ~p.1 _ I I, ~ane_~,..p~':'.idson, Trust Officer, CCNB _Bank, N,A, _ HEREBY CERTIFY, THAT TO THE BEST OF MY KNOWLEDGE MlD BELIEF, THE FOREGOING IS ^ JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Anna S, Earisman DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES, CCNB Bank, N,A., Executor of the Estate of \n -- r. '!i.)" )' , , 1 i.18 .~ar an....I., J-<~ I.., ';r~>offi~:/' ""/ SWORN AN~~ED BEFORE ME :HIS19..'lS.O "'- DAY OF il ~~f'.'" FRAHlES y, '....:.,., PuYic My (oM1':I:niGn Expire. em'>-r 1'3. 198' New Cllnbtdlnd. l'f. CWlibcrilnd ColIr:'1' (L.S.) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: JL,]<!nc E._Davidson.,Trust Officer. CCNB Bank, N.A,-. being duly ,_.~=n._, ,_ ,_._ according to law, deposes and says ___,_~-",~!-,,!:oJ:'__,_______,___,_.., of tho Estate of that xko .we.,ar.EL_____._.___._._.__ Anna S. Earis~an late of J.ow~r A 11 pn Town.hi p , Cumberland Count.y, Pa" deceased and that the within is an inventory made by. .., GCNll Jla!lk,..N,A~_,___, .._ __. ______, the said-Execut.oL-_ of the entire estate of said decedent, consisting of all the personal prop..ty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the ligures opposite each item of the Inventory represent it's fair value as of the date of decedent's death, CCNB Bank, N.A., Executor of the Estate of Ann . Earisman ,~~-=-- ::u/ a2 {fLit< )/A:t,J _ (f"~' Execut.r ~f'ustoIncer .210~~arkat_litreat S.u~R IlJ and subscribed before me, J(lIJE: / to 19 80 ~7ebAX ;/?-~ ~ "~'f':U I ... ROSS, Not.,y Public I, ',t, . ,:,", Cumbt.rl.wtd eo... 'a. ~y Cion,:;,iss;on Expires My $, W81 j ..c:.~!,~i~~ Pennsylvania 17011 Addrllu Date of Death ___..!_______,________ November __,_ Day Month 1979 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative, 2. A supplement inventory must be filed within thirty days of discovery of additional assets, 3, Additional sheets may be a!lached as to personalty or realty 4, See Article IV, Fiduciaries Act of 1949, 1 ~ I ,,", >- I .,; ~ I- W I ~ ~ '" I- 0 ~ ,,lJ <I: ~ E-< ~ N a.. I- u 0 III " ~ ~ <Xl 0 W W <lJ 0 '" ... to '" ~ ~ 1 l- I 0.. ~ .-< 0.. c '" Z I- ..J U. .-< ~ "'- ~ <I: 0 <, 0 .... , U. ..J a.. = I , W 0 <I: w ,;. 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PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1951 provides that the following persons shall prepare and file a return: a, The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional properly which is or may be s!lbject to Inheritance Tax of which he/she shall have or acquire knowledge; b, The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative, 2. PLACE FOR FILING The return is to be filed in duplicate w:th the Register of Wills of the cOllnty wherein the decedent resided, 3, TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4, FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" , , .any person who willfully fails to file a return or other report required of him, . ,shall be personally liable, , .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law," 5, TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son,in-Iaw and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death, Interest at tlle rate of 6% per annum accrues thereafter until payment is made, All payments received are first applied to any interest which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED, All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7, FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax, 8, FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty at a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both, QUESTIONS CONCERNING PROPERTY TRANSfERS 1. Did decedent, within two years of rleath, lII;lke any lr;liI~.fcr er any i1'alcri;il p:lIl of his estille without receivinv, villnilble ilnd adeQnilte consirlerallon? (AII',wer "Yes" or "No",) --- 2, Did decedenl, withinlwo yeilrs of dealll, tr:lIIsfer property lrorllllllllsell hersf~lllo hilllsel[ihersr~1I ,1I1r1 anoUler party or parties (including a spouse) in jorrrlllwrlerslllp? (t\rl~;-Nol "Yo:" ilr "No".) ---- 3, If the answer 10 one or ['110 :ilYJVC rs "Yes" arlli iI,:, 1:,'.'I~:,;r'; :lIe r.l:llr:ir:rllu be lIont;lxable, plOvrrie the lollowillg information: a, Age of decedent ill time of transfer, --- b. Copy of death certiflc:ltc. c, Affidilvit by the attending physician indicallnQ Ihe "lale 01 rlecerlenl's b~~;llth 11 'imp. 01 transfer. d. All other infolmation supportinR nontilx:lbility ollr:llIsfl:r, 4. Did decedent, in his/her lifetime, make any transfer 01 pwperly willlOul recelvlng;j valnilble or iIllequilte consideration therefor which was to [ilke effect in possession or l~nioYllle:11 al or iltter his/her rlealh? (Answer "Yes" or "No",) a, Was there any possibility thilt the property [I<1Ilsferred migrlt rc\ulllto lr:lllslerur or liis/llCr estate or be subject to his/her power of disposition? (Answer "Yes" or "No",) b. What was the transferee's age <lttime of decedent's deilth? ,-- 5, Did decedent in his/her lifetime milke any trausfer willlout receiving <l valuable ilrHI adequate consideration therefor under which transferor expressly or impliedly re~;erves [or Ilis/tlCr life or ,1UY peried wliich does in fact end before his/her death: a, The possession or enjoyment of or the riglit to income florH Ihe property Iransferred? (AHswer "Yes" or "No".) - b, The right 10 design<lte the persous who shall possess or enjoy the property Iranslerred or inceme tlierefrom? (Answer "Yes" or "No" ,) 6. 11 the answer to five b, <lIXlve is "Yes," state whether lIlC right IVilS reserved in decedent alone or others, 7, Did decedent in his/her lifetime m<lke a transfer, tlie cOHsideration for which W<lS transferee's promise to pay income to or for the benefit or care of trilnsferor? (Answer "Yes" or "No",) 8, Did decedent, at any time, trausler property, the beneficial enjoyment of wliich was subject to change, beciluse of a reserved power to alter, amend, or revoke, or which could revert In decedent under terms of transfer or by operation of law? (Answer "Yes" or "No" ,) 9, If the answer to eight above is "Yes," was the power to il\ler, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) - '" J ..... '" "' M ~ ~ ~ ~I ~ ~ ~ ~ ..:' ~ >- >- ~ ~ 0-' ~ I Z en ~ J 0 H ~I ~ ~ ;;j ~ III ~ ~ ;:l , en ~ oj - ~ ~ - Z ..: ~I u N ~ H 1 - co 0 "" ~ '" - '" ~ I f-< 0 '" 00: 0 ~ ..... ~ ~ I ~ 0 Z M f-< 0 III 0 N III U'l >- f-< d - ~ z Z f-< ~ f- ~ Z ....l 0 - 0 ~ ~ z ~ ~ ~ ....l Z ::E z f- Cl ;:l U " Z - Cl U'l Cl 0 0 ~ :J .. ~ ~ ~ u Cl 0- ..... '.saJa.u! s,.uapaoap 84. jO anle^ .8ljJaW a4. a.eo!pUI 'to '.saJa.u! s,.uapaoap a4. jO aBe.uaoJad a4~ a.eo\pul '8 'A~JadoJd pauMo AIIU!O! a41 jO anle^ .a~Jew le.o. a4~ a.eo\pUI '(: 'pa4s!lqe~sa seM d!4sJaUMO ~U!O! a41 alep a4. pue (S) JaUMO,OO a4l jO .uapaoap a4~ O~ d!4suO!.eleJ pue ssaJppe 'aweu a4. apnloul '"8,, alnpa40s Jvj suo!.onJ~su! a4~ U! pa~eo!pu! sa A~JadoJd leUOsJad lie aqposao ',:if" alnpa40s JOj suo!pnmu! a4~ U! paleO!pU! se A.JadoJd leaJ lie aqposao 'l '~SJ\j amsa leaJ ~S!l 'papnlou! aq o. aJe A~JadoJd alqIBue~u! pue alq!6ue~ 4.08 'd!4sJO^!^Jns jO ~4B!J 4~!M s.ueua. ~U!Or se sa!~Jed JO A~Jed Ja4lDUe 4.!M AI.U\O! wapaoap a4~ Aq pauMo 'leuosJad pue leaJ 'AlJadoJd lie apnlOu! ~snw "3,, alnpa40s "3,, 31n03H:JS ElNI131dL^JO:J HO:! SNOI.l.:JnH1SNI R~V.51e FOt te.eO) ,*' Commonwealth of Pennsylvania Department of Revenue BUREAU OF FIELD OPERA nONS P.O, Box 2970 Harrlsburo. PAt 17105 NOTICE OF FILING OF APPRAISEMEtH IN YOUR REPLY PLEASE REFER TO Investigation Division Jane S. Davidson, Trust Officer CCNB, N.A. 21st & Market Streets Camp Hill, PA 17011 RE: Estate of County of File No. Anna S. Earisman Cumberland 21-79-0682 Dear Mrs. Davidson: You are hereby notified that the ~nd sUilll.tementllJ appraisement in the estate of Anna S. Earisman hos been filed in the office of the Register of Wills of Cumberland County on July 17 ,19.!!Q.. Said appraisement reflects the fallowing valuations: Real Estate Personol Property Jointly Owned Transfers Total None 973.00 None None $973.00 As to such tax that is paid within three months from date of death, a live (5%) percent discount is allowable. As to any tax that remains unpaid alter nine (9) months (filteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may obiect thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S, 2485-1001, P,L. 373. Date July 17 , 1980 t / . -'") ""', ,.. A) Signed ~LL:Lw....l.v.LL(;JJJLf,1' Title .chieL.Appra!spr NOTE: This is not a bill, IN:' 11:l" l1IHJ" !(lll',I,II'!':',jd" l.d I'll (I.,,' '.'111" ~ ,,: ":01'" , , I,'.'; ',1':, .1'\",,\ ':I.'I!' 1 :)1;1 , U ; ~~ ," ,') , ,1\ In I'.' " tJIC;CUlI'lt(dlIVI.'U;,lfil',t';ll:.., 1,1','"., ,J.' Inlwl,t,illl:O: 1:1.'.,1,.:11\:1 ,i1,111 I,," ;)1 1'1'1 ,'. ;," . "",'i','p' T<I'( on a lulwp 11l1f'rl}st I!, lJilYi~bll~ '//1111I1i ;'111"1> I~l! rl"'I,lli'- d'l"1 th" I!IP"II" I;,ki", "ftl~':t III :\I)~-:"(";';IC'll d!HJ cnjOy,;li(!(l! >lnil Ie, (~'''II,q'J._'nt thL'I,. :111'1 j' /;' i-' ~j ',:).,1 1 :') (:,,;,,1.,1<1:,: ".!f" ' I i:'J." i ,.: ';'.'! 11I1IH lit :LJiL' ~,ill''''1l dnlinqll'~lll ;1\ tll" I . ~ \, ( ,~ ! 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PRINCIPAL RECEIPTS Inventory Filed 4-10-80 4-10-80 6-16-80 Per Copy of Inventory Attached Per Copy of Supplemental Inventory Attached Per Copy of Supplemental Inventory Attached $53,874.94 2.142.00 973.00 TOTAL PRINCIPAL RECEIPTS $56,989.94 PRINCIPAL CONVERSIONS INTO CASH Gain !=.'!.8!i 1-31-80 $1,000 State Capital Savings & Loan Certificate of Deposit #001-20-25634 Redeemed Carried at 1,000.00 1,000. 00 1-31-80 $7,000 State Capital Savings & Loan Certificate of Deposit #001-20-06773 Redeemed Carried at 7,000,.00 7,000.00 1-31-80 $9,414.21 State Capital Savings & Loan Savings Account #001-1000067 Redeemed Carried at 9,414.21 9,414.21 5-15-80 $25,000 U. S. Treasury Bills, Due 5/15/80 Matured Carried at 24,243.08 24,243.08 5-21-80 22.200 Units Trust for Short-Term U. S. Government Securities Redeemed Carried at 22,200.00 22,200.00 3 ~:m 96 F.'.CE (;;"5 Inventory of the r.o1 ond p...onol .,tote of ANNA ~. FARlS~ I I F^L PROPERTY: I . I NONE ~ERSONAL PROPERTY i t. Jewelry I , i ~. I i 3. ] , i $20,000 U. S. Treasury Note A 9.75% Due 2/28/81 State Capital Savings & Loan Association Certificate of Deposit #001-20-25634 Accrued Interest to Date of Death ,~ . State Capital Savings & Loan Association Certificate of Deposit #001-25-06773 Accrued Interest to Date of Death I 5. State Capital Savings & Loan Association Savings Account #001-1000067 Accrued Interest to Date of Death :Jo Cash Transferred from Trust #310545-1 , 7. i 3. i i ~. ). Cash Transferred from CCNB Checking Account No. 234-704-5 " Cash on Hand Bethany Village - Refund .. 7 Shares PP&L, 4.50 Preferred Stock f. 315.39 Shares Delaware Fund, Inc. L 104 Shares UGI Corporation 3. Money Market Trust Ar..r.Tnen Tnt.p.Tp.j:;.t' declloSoed. .:. $ O~ " 338 00 19,362 50 1,000 00 1 25 7,000 00 7 00 9,414 21 191 36 3,278 42 161 09 130 00 1,632 00 280 00 3,579 . 68 2,535 00 4,954 00 1n I.~ 11-27-79 12-7-79 12-11-79 12-13-79 12-17-79 12-21-79 12..27-79 1-9-80 1-17-80 2-1-80 2-4-80 3-12-80 3-13-80 4-1-80 4-8-80 4-23-80 5-19-80 6-2-80 6-16-80 6-16-80 PRINCIPAL DISBURSEMENTS Sheraton-Harrisburg Inn - Family Luncheon Dixon's Pharmacy - Drugs Raymond B, Martin, Treasurer - Per Capita Tax Bethany Village - Miscellaneous Medical Supplies Cowley Associates - Professional Services Rendered East Harrisburg Cemetery Company - Grave Marker Patterson, Litton, Lonergan & Yucha - Professional Services FHN Associates, Inc. - Professional Services Rendered Cowley Associates - Professional Services Rendered Dixon's Pharmacy - Drugs J. T. Carpenter - Appraisal Fee for Jewelry The Patriot News - Legal Advertising Cumberland Law Journal - Legal Advertising Jesse H. Stone - Funeral Expense Register of Wills - Fee for Short Certificate Register of Wills - Fee for Short Certificate Register of Wills, Agent Pat Inheritance Tax - Gross Less Discount Register of Wills - Filing Fee for Deductions and RCC Register of Wills - Filing Fee for Supplemental Inventory, Debts & Deductions and RCC Register of Wills, Agent Pa. Inheritance Tax "Paid on Account" Pa. Department of Revenue - Fiduciary State Income Tax Pat Department of Revenue - State Income Tax Holy Spirit Hospital - Professional Services Rendered Register of Wills, Agent Pa. Inheritance Tax "Paid on Account" Wildeman & Obrock - Tax Preparation Fee Register of Wills - Filing Fee for Supplemental Inventory, Debts & Deductions and RCC Register of Wills, Agent Pa. Inheritance Tax "Paid on Account" Stone, Sajer & Stewart .. Attorney's Compensation CCNB Bank, N.A. - Executor's Compensation Register of Wills - Reserve for Filing Account 2,500.00 125.00 Inventory, Debts & TOTAL PRINCIPAL DISBURSEMENTS 4 ~'~[P. 96 f:.~,[ i)'iS $ 317.63 30,39 10,75 4,00 15,00 66.00 1,110.00 246.00 16,00 7,43 22.00 20.19 18.00 791,00 1.00 1.00 2,375.00 9.00 9.00 115.13 5.00 29.00 12,75 245.24 145,00 9.00 46,00 2,849,50 2,849.50 150,00 $11,525.51