HomeMy WebLinkAbout79-00688
co
co
'.rJ:l
~
~
~,g ,
riI '
Po.
!ij riI .
Ul ~..
~ 0'
o :::<:
'. ~..
; I ~ .
~ ~ ~
~.
l><:
t:>
S
,. -:
..
o
.s
a ~
..
...
0"\
,~
,-
N
'~
N ~q ~':'~'~
a.'} t:nt ~.'
. "'''; " ./ t.
, ,
, ,
, ,
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of \J () (' ,-~___~____~gS,-h_-----, deceased.
Harold B. McLane, Deputy
To Ricl.61 d [, Al'laerB6f'\, Register of Wi lis for the County of Cumberland,
in the Commonwealth of Pennsylvania.
IS
Petitioner(s1..Qf-€ the execut;;'_c_______ named in the Last Will and
Testament of _OJ" \ ::,___~--'-__'=S>c:J::_----. dated DCl'l"Vl.l:!(,' d./, /C) 78-
Decedent was a citizen of the United States and a resident of
I I I Township
1-1-0- "'^PCt.~ 10 '.8orettgh, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on \l.l(' S ct 0. r the:3 0 +h, day of 0 c -1-c:.G,.,.
A. D. 19~, in the County of C '-lc,^-lo,.,- (o l--C'-.' , State of
r e vl.!.0 ~ Y lUll k,,'" c" _ at the age of -:::,-/ years.
~ --has- her
Decedent has not been married and has not had children born to him-
since the execution of the above described Will. s
Decedent was possessed of persona I property to the value of ::r u 00
and of real estate to the value of IV O,UL
as near as can be ascertained; said real
estate situated as follows
1'001,<)<<---
apply
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated 'IJ 0 U (' 4.0\ be.- I Cj I j '7 7 '1
Name and address "-
of Petitioner(s)
eft! c/! ~
i-eoV\J l. Loc(<-
\ l k", VI.!'{5 'A r "" 5
VV'\.ec ho.. IV \ C ~ \'XLr( Po-.. .
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Leo..\) l
LocK
named in above opplication, being duly
say(s) that the statements set forth
\0\\<.)
::, '-'-' c~,tJ according to law
in this petition are true to the
best of
knowledge and belief.
0{;!( 0,/' tt;;k--~
"$c...;cr.,,\
and subscribed before
me, N () v eto'\.~" r 1'1 19 iC'l_
'-M ~t; ':\'\1 '- ')7~
r la B M La e, Dep\l.ty ,
, Heglster
. , -'.;'/./..(;- .~~,=~-~,~
; j.,
l"/c
Filed;
u21'7'1-~'i~
November 21, 1979
d L..U-Ji! {I
Attorney: Be'/. -I.J',
r\\oC\ eC\ '
C lilt ( 1.1 "-
I \iU\ (\j. *""'.,,1 ,3+.
,1/ UO'
illast Jmtill attb QIrsbt11ttttt
OF
DORIS J. LOCI<
I, DORIS J. LOCK, of Mechanicsburg, Cumberland County,
pennsylvania, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and codicils by me at any
time made.
ITEM I:
I direct that all inheritance and
estate taxes becoming due by reason of my death, whether such
taxes may be payable by my estate or by any recipient of any
property, shall be paid by my Executor out of the property passing
under ITEM IV of this Will, as an expense and cost of administra-
tion of my estate. My Executor shall have no duty or obligation
to obtain reimbursement for any such tax so paid, even though on
proceeds of insurance or other property not passing under this
will. In the absolute discretion of my Executor, such taxes may
be paid immediately or may be postponed on future or remainder
interests until the time possession thereof accrues to the bene-
ficiaries.
ITEM II: I direct my Executor to pay the
expenses of my last illness and funeral expenses from the property
passing under this Will as an expense and cost of administration
of my estate.
ITEM III: If I predecease my husband,
LEON I. LOCK, I give and bequeath to him absolutely and in fee
simple all of my household furniture and furnishings, books,
pictures, jewelry, silverware, automobiles, wearing apparel and
all other articles of household or personal use or adornment and
\h,f
Page 1 of 9
all policies of insurance thereon. If I do not predecease my
husband, I make said bequest to my children living at the time of
my death, to be divided among them as they shall agree.
provided, however, that in the event I do not predecease
my husband, I bequeath the following personal property to the
following children:
(a) my Diamond Drop to my son, ANDREW LOCK:
(b) my Diamond Earrings to my son, JASON ERIC LOCK;
(c) my Sapphire Ring, Diamond and Emerald Ring, Gold
Chain, Cameo, sterling Flatware, Madeira Banquet
Cloth, Platinum Band China, and Blue Lalique Bowl
to my daughter, LAURA LOCK.
My Executor is further directed to delivery to my daughter,
LAURA LOCK, the bedroom set which is owned by my said daughter, in
the event such bedroom suit is in our home at the time of my
death.
ITEM IV: I give, devise and bequeath all
the rest, residue and remainder of my estate, not disposed of in
the preceding portions of this Will, to my husband, LEON 1. LOCK,
if he survives me. If my said husband does not survive me, I make
said bequest and devise to DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
as Trustee, IN TRUST NEVERTHELESS, for the following uses and
purposes:
(a) The Trustee shall divide the principal and
any accretions thereto and any accumulations of income
into as many equal parts as there are then living
children of mine and then deceased children of mine
represented by then living issue. The Trustee shall
Page 2 of 9 ''V,\
hold one such share as a separate Trust for the benefit
of each living child, and one such share as a separate
Trust for the benefit of the issue of each such then
deceased child, per stirpes.
(b) In each T~ust thus established for a then
living child of mine, the Trustee shall quarterly pay
to or for the benefit of such child all of the income
and so much of the principal of said Trust as, in the
discretion of the Trustee, may be necessary to maintain
such child in the proper station in life, including
proper support, maintenance, medical care and college
or higher education.
Upon the establishment of the Trust as pro-
vided in paragraph (a), the Trustee shall pay to such
child ten (10%) percent of the then principal of the
Trust. At the expiration of four (4) years from the
date of the establishment of the Trust, the Trustee
shall pay to each such chi.l d ten (10%) percent of the
then principal of the Trust. At the expiration of
seven (7) years from the date of the establishment of
the Trust, the Trustee shall pay to such child ten
(10%) percent of the then principal. Upon the expira-
tion of ten (10) years from the date of the establish-
ment of the Trust, the Trustee shall pay to such child
twenty-five (25%) percent of the then principal. Upon
the expiration of fifteen (15) years from the date of
the establishment of the Trust, the Trustee shall pay
to such child the balance of the then principal.
Should such child die before final distribu-
tion of the assets of said Trust, but be survived by
Page 3 of 9
oJ'
then living issue, the Trustee shall quarterly pay the
net income from said Trust to or for the benefit of
said issue, per stirpes, living at each time of quar-
terly distribution; as soon as anyone of said issue
attains the age of twenty-one (21) years, and in no
event later than twenty (20) years following the death
of my child, the Trustee shall pay over all of the then
assets in the Trust to the then living issue of such
deceased child, per stirpes. Should such child die
before final distribution and not be survived by then
living issue, the provisions of subparagraph (d) herein
shall obtain.
(c) In each Trust established for the benefit of
the issue of a deceased child of mine, the Trustee
shall quarterly pay the net income to or for the bene-
fit of the issue of such deceased child, per stirpes,
living at each time of quarterly distribution; as soon
as anyone of said issue attains the age of twenty-one
(21) years, and in no event later than twenty (20)
years following the death of the survivor of my husband
and myself, the Trustee shall pay over all of the then
assets in the Trust to the then living issue of my
deceased child, per stirpes.
(d) If at any time before final distribution of
the assets of any of the Trusts established for my
children or issue of deceased children, there are 110
living beneficiaries of said Trust, the Trust shall
terminate, and its assets shall be added to the other
then existent Trust created herein for the benefit of
my children or their issue. Provided, that if any of
Page 4 of 9
y(
823
'.
'.
said Trusts herein created have previously been termi-
nated by payment of its principal to its beneficiaries,
said beneficiaries who received payment of the princi-
pal of that Trust shall collectively be considered an
"existent Trust" for the purpose of this paragraph, and
on equal share shall be paid directly to such benefi-
ciaries in the same proportion by which they received
the principal of the Trust, or, if deceased, to their
issue, per stirpes.
ITEM V: No interest of any beneficiary
under this Will or any Codicil hereto shall be subject to antici-
pation or voluntary or involuntary alienation, and the personal
receipt of such beneficiary shall be the sufficient and only
discharge of Executor unless otherwise provided herein.
ITEM VI: In the settlement of my estate and
during the continuance of the foregoing Trusts, my Executor and
my Trustee shall possess, among others, the following powers:
(al To retain any investments I may have at my
death, including specifically those consisting of stock
of any bank even if I have named such bank as my
Executor herein, 50 long as my Executor or Trustee may
deem it advisable to my estate so to do.
(bl To vary investments, when deemed desirable by
my Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate mortgages or other securities
or in such other property, real or personal, as they
shall deem wise, without being restricted to so-called
"legal investments", and without being limited by any
Page 5 of 9
~,f:::'
8~'/1
"
statute or rule of law regarding investments by fidu-
ciaries.
(c) In order to effect a division of the principal
of my estate or for any other purpose, including any
final distribution, the Executor or Trustee is author-
ized to make said divisions or distributions of the
personalty and realty partly or wholly in kind, at a
fair value determined at the date of division or distri-
bution. should it appear desirable to partition any
real estate, the Executor or Trustee is authorized to
make, join in and consummate partitions of lands, vol-
untarily or involuntarily, including giving of mutual
deeds, recognizances or other obligations, with as wide
powers as an individual owner in fee simple.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor or
Trustee may deem advantageous to the estate or Trust,
any or all real or personal estate or interest therein
owned by the estate or Trust severally or in conjunc-
tion with other persons or acquired after my death by
my Executor or Trustee, and to consummate said sale or
sales by sufficient deeds or other instrwnents to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
Page 6 of 9
\)t
, '.
herein directed to be made, shall be under legal disability, or,
in the sole judgment of the Trustee, shall otherwise be unable to
apply such payments to his own or her own best interests and
advantages, the Trustee may make all or any portion of such pay-
ments in anyone or more of the following ways:
(a) Directly to such benefi.ciarY1
(b) To the Legal Guardian or Conservator of such
beneficiary1
(c) To a relative of such beneficiary, to be
expended by such relative for the benefit of such
beneficiary; or
(d) By itself expending same for the benefit of
said beneficiary.
ITEM VIII: In the event that there should be
established in the Last will and Testament of my husband, LEON I.
LOCK, Trusts similar to the Trusts herein established for the
benefit of my children and issue of deceased children, the Trustee
of each of said Trusts created in this will shall have the right
of merging it with the similar Trust for the same beneficiaries
created in my husband's Will, and operating each of said merged
Trusts as a single Trust.
ITEM IX: Any person who shall have died at
the same time as I shall have, or in a CCXTImon di saster wi th me, or
under such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased me.
Any person (other than myself) who shall have died at the same
time as any then recipient of income, or in a common disaster with
Page 8 of 9
)t
8?7
OATH OF SUBSCRIBING WITNESS
COMMONWEAL'I'B OF PI~NNSYLV ANIA t os:
COUNTY OF CUMBERLAND \
This.....................l:.!.~~,:.,~.....<?T.(,dlf..........,.....,. day of .........N.?~.":;..~..~?.~,:::.,......,~.. A.D., 19J.i.,
Harold B. MCLaner Deputy
before me H;eL.d EJ, :."J"..311, regisfer lor the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
..~. ~.':.':"::~. .~....... ....~. .:... ,.. .\:~., .I..~. .~..., ,. .':1.. ......: /1.. r~.A-:' /.l.tiz.ti: i.1.~!.f<.fv.: ,.....',., ,..,..., ....".,.... .......... ....
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ........Q..9..'?:..1..5.........~,..........~..9...c;."!~..,................,,.......... Dated .D.~.s...~.~.~.~.':.......:?..I.
lateOf..............,.,I:A.,C?X':';:.(:?.,h?.~..............=C.Q,~.~~..~.~~.!..(?.....,.... Cumberland County Pa., deceased
who being duly ....:6..Y.'!..9.:..0>................... according to law, depose and say, that ........h~.......~..~.:~...
present, and saw and heard the testa.~,~..~.:&....... ...........,
.............................................................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h..e, C'....... Testament
and Last Will, and at the time of so doing ....................?,~~.................,was of sound and disposing mind
memory and understanding, to the best of ............~..'..~.........................knowledge, observation and belief.
, 0Jvv'--'-
0..... GLtL~
sworn '
............................................... and subscl'lbed before
........... .......;........;;;..i........v:.'.........................................
""
- __' ' I. _
. -~.. .;/.. ",,---
..t:....,. :7.;/..I./.!.... .<f.......:......................................
~! ~~ C-~ (Iv~Q
/
'--
\.
---.:
-,
:e - ~
~. ~ ~ 21.79
"" '"
::l 0 "0 to
(t) ..., No. ................,...........
'" d (t)
'" <T' ~.
3 ""
:~ ~ ;;1 Eslut.c No. }.~::-.?~::-.?~~.....
'< :It 10
::r : III ~ 3
~ :l1' ~ (t)
::l J 1Il 3
~ i ~ g'
~ :11 ...
::l (t) ...
~ :::s " (t)
,l1' 0 ~
0 :11I :It ... ;}
9 1~ i::J g- ~
" :~ ~ ""
Pi' "" 0
- ] if ::l
'" ""
(t) - ::r
~ : III ~ (t) WILL OF
- ~ ::;1' '"
"" ""
::r (t) :...,
(t) ;;1 ;'tl :e
~.
c. ~ - ;1>)
~ -
po ~ :f-'
~ ::l : III
'" ~ :l1'
::l (t)
c. "" ~
'< '" '" DORIS J. LOCK
(t) 0 "" ~ C ..............................................................................
~ e; S ~ m Deceased.
'< n
CJ ~ 0 (t) 0 :ll
1.-\ 0' a ::l ..., m
... ""
(t) 0 m
'" <T' ...,
~ (t)
...
r;
~ ::l tI
~ 0
0 0 1'\
::s 0 .... :Q\
~ J:: III :0 # 81
H ::l :< and recorded in Will Book
. g Co< :11 ................................
. ~oJ I:' :;? :~
0 ::l I:'
~ ~ ::l 0 :1'\
~ 0
<' l'I'
:(\ po #820 ETC.
::l Page ........................
~. ?
1 ~
tJ P
(t)
" ..-
(t)
~ :o~
'"
~ (t) :ID
p.
~i fb "" Filed .. ,..... ,.... !:l.~Y.~...~.~., ....., ...,..............,19~~..:
.. ::r
~4 10 (t)
... ...
'" '"
"
Inventory of the ,eo I and personal o.tate of
DORIS J. LOO____doceo.od.
REALTY
Tenancy in common with Gertrude Radbill, co-tenant in common, 50 South Main
Street, Chambersburg, PA, in lot with three story brick building known as
30-32 Baltimore Street, Gettysburg, PA, as more fully described in the deed
filed in the Office of the Recorder of Deeds of Adams County, Pennsylvania,
at Deed Book 223, Page 508 (assessed value of $75,000,00)
PERSONALTY
500 shares, Penn Square Mutual Fund at $7.32 per share, Certificate Nos, 161509,
1 B2775
37,500 00
3,660 00
77 shares, National Valley Bank & Trust Company, Certificate Nos, 3272 and 5732
at 21 1/4 per share
1 ,636 I 00
I
5 .460 I 00
i
8,600 00
I 56,856 00
84 shares, Farmers & Merchants Trust Company of Chambersburg, Certificate
Nos. 8999,7013, 5980, 6373, 10553, 5826, 7615 and 12943 at $65 per share
Sterling Flatware and Jewelry (diamond drop, diamond earrings, Sapphire Ring,
Diamond and Emerald Ring, Gold Chain, Cameo)
TOTAL
COMMONWEALTH Of PENNSYLVANIA l
COUNTY Of CUMBERLAND J
55:
LEON 1. LOCK
being duly SWOLIL- according to law I doposes and say. that he is
Executor of the Estate of OOR! S J, LOCK
late of ~mp~_~'!.-Town_~hi~_.____._ .__~.__.__._u , Cumberland County, Po., deceased and that the
'th" . t d b Leon!. Lock th 'd Executor
WI In IS an mven ory ma e y .-__. _______.1 e sal
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the ligures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death,
~,,y...\M..J
and subscribed before me,
/
~I(rtj!;~
El(ocut r . &Hd(aut~
-
~ ,u..."o /:J 19 80
~rAJ /~ ~~
Notary P lic
My Commission Expires: 9-8-80
j
11 Ki ngs Arms
Mechanicsburg, PA 17055
Addr.ss
Date of Death __H_3.0j;J1
Day
O.ctober..
Month
, q7q
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2, A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
.\
~ \--
,,\
.,; \.,
>- LlJ ~ """
~ ~ ~
~ t- ~ ,
w <( ~
0.. l- .~ u
0 VI ~I .c: ~ '\ "
0 LlJ LlJ Vl c ,\ '" ".
:r '" i: to "
I- 0.. 0.. C
Z t- -' u. 3: ~ " ~
<( 0 0 0
u. -' I- 0.. ~
W <( w
0 '" ..." ,;. ,
> Z i: ~ .,
Z 0 c V) QJ C "
~ -a ~
.; V) Z .~~ 0
'" U '.
Z w <( 0 E ...
0.. 0 '" -c ."
:I: C "
~ '-\
- -;:
0 ~
-" "D .><
~ E
~ ..!! 0
~ ~ 0
-' U i.L '"
,
COMI.IOtIWEAL TH OF P~NtlS'(L ,,".:11,\ I
DEPART/.\:O~T OF REVENUE TO TRMISFEP. SECUrllTIES
BUREAU OF COUtlTY COLLECT"1", I R'::GISTEIU,u il~ THE tiME
OF A RESIDEnT DI:CEDEtlT
--.------------ -------- --~._----_._---_.._--_.-.._._._-_.._-_.j------.._-
..~~~" ,'"
J',$ ._ ."';,
Il.~' 4~i~~' '"
11' . ''''''", ,~
.J.jt, ;~~~(.,..J
-,..J"'j)JJJ~jr.
DATE 11/4/80
APPLICATION (MUST BE fIL::D It~ TRIPLICATE)
TO THE PENNSYLVAI~IA DEPARTMEIH OF RE'IEI.JUE:
Applicotioo is horeby modo lor cwsent to the trnnsier of tho 10110win'l securities of 0 Pennsylvoroia
Corporation or a Notional Ban~ing Association locoted in Poonsylvania:
(0) 132 (b) National Ya11e~~;:E. ..___.(c) common
(NOfE: In describing securities enter in (a), ob C/e, either the number of shores of stock or the face omouot of
registered bonds, in (b). the name of the issuing comp.nny onel in (e) the e1l1SS of slack or the stated interest rate
and maturity dote of reoistered bands.)
12/31/69and
ISSUED ON In/?nl7'i
, .
(Date)
os of the dote of death of the decedent,
,and having 0 TOTAL MARKET VALUE OF s..2., 796.00
Doris Tobey Lock October 30, 1979
, on
(N'Jr:HI of Decedent)
(Date of death)
who was late of 11 Kings Arms
(Street and Number)
MechanicsbJ.U:g_~l1mhprl~ruL
(Post Office) (County)
P.A
(State)
The securities ore registered as fallows:
Doris Tobey Lock
(Nome or /lomes in which certificates arc regIstered)
11 Kings Arms
Mechanicsburg, PA. 17055
(Address)
NAME OF APPLICANT _ Leo!! I. L.ock
~/ / 1 /d~ 11 Kings Arms
COUNTY FILE NUMBER_d....::2f~& ADDRESS OF APPLICANT -11-ec~ csh1u:.g., )f1>. '. 1705.5.-
BUREAU FILE NUMBER SIGl~ATURE OF APPLlCAIH'~ ?fI(:f ~
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF HilS APPLlC^TIOtI,~L NOT BE
CONSIOERED COMPLETE AND WII_L BE RETURI~ED TO YOU FOR COMPLETION.
A-9M-ftij 5-'ffiA- 'FG~)
,
EXECUTOR )
Leon I. Lock
(Nome)
COMMONWEALHI OF PEmlSYLVANIA - DEPARTMENT OF REVENUE,
CON SEtH TO TRANSFER SECURITIES ~ /
DATE ~. U'
I hereby consent to the transfer of the above securities now registered in the name of the a oresail
11,ft)
Decedent and waive the filing of a certificate certifying to Ihe payment of the transfer inheritance tax to which
the property of said Decedent is mode subjocl flllrsue",! to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in occordance with the provisions
of the Act of April 9, 1929, P,L. 343.
This Consent to Transfer the herein described property opNotes only in reference to the estate of the
above-named Decedent.
~~
If)!. .-I..~ ~~
Of...:{/:;:..:.,:",,''f
.u 'f" ;iV"
"'-"" Y"l'.,I, ..\\~
. (J;.~~.".;h~;:~('.~}
Signed fa} the Sl!crttary of Revenue
a/I ;; ~ .}
By_ ' :i. (:.,. '-IP-cP
1J;!!. ,~ 'S'1'~") 2 . 1
.. l{rf.f:du'.L_~1:!!.b~A.
);t II,) (C"n',)
,
COMMONWEAL TH OF PEN~lSYLVMHA I
DEPArnMENT OF REVENUE '
BUREAU OF COUNT~ CO~_~ECTl:~~_J_
APPLICATiON FOR MID CONSEtH
TO TRANSFER SECURITIES
REGISTERED II~ THE NAME
OF A RESIDEtn DECEDENT
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVEI~UE:
Application is hereby mode for ccosent to the transfer of tho following securities of 0 Pennsylvor,ia
Corporation or 0 Notional Bonking Associa!ion located in Pennsylvania:
DATE
11/4/80
(a) 84 (b) Farmers a_nd M~rcha!:l_!:s Trust Company _(c) common
(NOTE: In describing securities enter in (a). ab Ole, either the number of shares of stock or the face amount of
registered bonds, in (b), the name of the issuing company and in (c) the class of stack or the stated interest rate
and maturity dote of registered bonds.)
6/5/67, 12/5/68, 2/20/69, 6/4/69, 2/19/71, 3/20/73, 3/15/75
ISSUED ON and 3/15/78 ,and having a TOTAL MARKET VALUE OF S 5,460.00
(Dale)
as of the date of death of the decedent,
Doris Tobey Lock
(Nomtl of Decedent)
on October 30, 1979
,
(Dale of death)
who was late of
11 Kings Arms
Mechanicsburg
Cumberland
PA
(Street and Number)
(Post Office)
(County)
(State)
The securities are registered as follows:
Doris Tobey Lock
(Name or names in which certificates ore registered)
11 Kings Arms
Mechanicsbur~_L_PA. 17052
(Address)
NAME OF APPLICANT Leon I. Lock
~ ----i1 Kings Arms
COUNTY FILE NUMBER..&-11-t/1 ADDRESS OF APPLICANT Mechal!~csburq1_ PAr 17055
BUREAU FILE NUMBER SIGNATURE OF APPLICANT if'df-r/ ~,? -
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLlCATIOH, Ir~N-&f BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
~N*M~T~ Leon I. Lock
EXECUTOR) (Name)
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVE:~UE
CONSENT TO TRANSFER SECURITIES ~ /, 11ft
DATE '-, C/
I hereby consent to the transfer of the above securities now registered in the nome of the 0 aresait
Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343,
This Consent to Transfer the herein d'eotribed property operates only in reference to the eslote of the
above-named Decedent.
,.e}' ~
,., ~...",~'r
.I," ('>-:';'ii~~,
r 't:'.~~;,.~"'"
l..l'_.....-.;..f~ ",J~
~....''''t,.:. ....',y~
Signed for the Secretory of Hevenue
B, / ~.a; (I, ~ . Y.h UC";)
~'), (.i9'~7~
__ _ ' d-___'::~_Ll.t4~f,&~t;;~
Tl I (County)
(,
.
COMMONWEAL Hl OF P~~'~IS'(!.. ':!.:~l'\
DEPARTM::NT Of RE'/E~WE
BUREAU OF COUtlTY COLLCCTI~";
,\,1;'~t.!':.\'~;LI'i I~()r~ /\;.1;) CCi-ISEHT i ,"..~
TO TRA::SI':;R SECUlllTIES 'I (~1-t'\!".;i)
I H';;GI~IBEi.) iI~ THE IliII,\E frJifjiJd~o\
I OF A r~ESI!)[:iH Dr:CF.DEtrT I' "."""'P"
___ ______~___ _ _ __ ________ ____.____1___..______.._____
APPLICATION (MUST BE fiLED IN TRIPliCATE)
TO THE PENNSYLVANIA DEPARTMEHT OF REVEl-lUE:
Application is hereby ",ad. for c(~senllO the trnl1sfer of the follo','/il1g securities of 0 Pennsylvar,;o
Corporation or 0 Notional Banking Assode'ian locnled in Pennsylval1io:
[lATE
11/4/80
~) 500 ~) Penn Square Mutual ~und .(c) common
(NOTE: In describing securities enler in (0), ob Cle, cilber the l1umber of shares of stock or the foce amount of
registered bonds, in (b), th. nome of the issuinq coml""'y and in (c) the class of stock or the stnted interest rote
and maturity dote of registered bonds.)
6/29/67 and
ISSUED ON 4/15/68 ,and having 0 TOTAL MARKET VALUE OF S 3,660.00
(Dclo) D . k
os of the dole of death of the decedent,----.:>r~s_ T. Lac ,on October 30, 1979
(N.,r.H.I of Decedt1Jlt) (Dato of deoth)
who was late of 11 Kings Arms
(Street l)nd Number)
Mechanicsburg
Cumberland
PA
(Post Office)
(County)
(State)
The securities ore registered os follows:
Doris T. Lock
(t~rJfntl or names in which certifjcClt~s arc registered)
11 Kings Arms
Mechanicsburq. PA, 17055
(Address)
NAME OF APPLICANT __l;&Qn I. Lock
/J I /' . 11 Kings Arms
COUNTY FILE NUMBER .7(1-.1f -(/ fL ADDRESS OF APPLlCAtH -.Mech~a . CSbJJ.r.g...!A,~ 17Q 5 5
BUREAU FILE NUMBER . SIGNATURE OF APPLICANT _ f;;;///",/! ;i-~.{~
HOTICE: IF YOU FAIL TO PROPERLY FILL IN NIY PORTION OF THIS APPLI ~~LL HOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPI_ETION.
Af>Mtl+l5fRH9P.)
EXECUTOR )
Leon I. Lock
(Nome)
COMMONWEALTH OF PENHSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I hereby consent to the transfer of the above securities now registered in the nome of the
Decedent and waive the filing of 0 certificate cortifying to the payment of tho transfer inheritance tax to which
the property of said Decedent is mnde subject pursu""t to the provisions of tho Act of June 20, 1919, P.L. 521,
os amended and the I,ct of June 15, 1961, P,L, 373, as omol1"ed. This is also in accordance wilh Ihe provisions
of the Act of April 9, 1929, P'L. 343.
This Consent to Transfer the helnin doocrib,," proporty ol'orot05 only in reference to the estale of the
above-namod Decedent.
~~
II^" r.;~ .";').
"'iJ'" .,~\.. 'f'
J<:f i:7"";c".,
. ['.-".:1.1.:: ':/;'~
l . .. 1." ,. .. .~ 1
~.'",'r.:i~...l~ ,i..-
Signe~, f,~or he, ,,,,,,"" !f!"'
32ft ~ ~
By . /~~I .~. ':<- I -!/
-41/itdeD/ {1i:<?~-t:C~
1.Jl"' (County)
<.
FOIl'ol RC C.IO'
DEDUCTIONS ALL.OWED IN
OFrlCE 01" TM"
REGI8f[R OF' WIl.LS
'J' I' './ /. ';".
~, / . /,,/,, t.'
STATEMENT OF DEBTS
AND DEDUCTIONS
1 HE ~UM or .,
or Cumberland
COUNTY
AND AGENT 01'" nHl: COMMONWU.l.T1i
1979
12 8
12 10
12
3
3
3
ESTATE OF
,
,
/, I
Doris J. Lock
./'
O"T[' 01" FIL.ING "ppnA"EMli.NT
.. Y'/
_")-,;:'11 ~
DATI!:
NO. 0,.
"'OUCH~"
NAME OF PAYEE
31
31
8
25
25
27
My Favorite Collection
Beth E1 Cemetery Association
Rabbi Panitz
Canter Witt1 er
Richard J, Reese
Joslin Clinic
New England Oed. Hospital
Ceasar Palace (House Physician)
RESERVED:
Shearer, Mette & Woodside
Shearer, Mette & Woodside
Leon I. Lock
2
7
Leon I. Lock
Shearer, Mette & Woodside
Beth E1 Cemetery Association
Marshall L. Miller, Inc.
COMMONWEAL.TH OF PENNSYLVANIA
COUNTY OF Cumber1 and
1 FnN T I nrK
}..,
LAn: or
I
.'
$ /3j6?'lcJ
DATE APPROVED ..Il;J{.d ~ / 'l'tl
_g2}t~i<- J?-.X~.J
Regll or WIIII:-/g,"1
Hampden Township
D"TE 01'" DEATH
1 0/30/79
REMARK'
"""OUNT
C10thin
burial expenses
341 00
500 00
35 00
II
II
II II
Undertaker
Medical bill
1 522
74
29 70
50 00
II
II
II
II
Attorney's fees 3,650 00
Di sbursements 150 00
Executor I s fee 2,843 00
Family Exemption 2,000 00
Fi1in9Afee f~r First And Final 37 00
ccoun
Grave Stone 1,800 00
real estate appraisal 100 00
13,166 70
I.
HtREI!Y CERTIFY, THAT. TO THE BEeT OF
~y KNOWUDGE AND SELIEP', THE II'OREGOING 18 A JUST AND TRU E erATEMENT OP' DEaTS, FUNERAL. EXPENSES AND EXPENSES 01"
ADJolINISTRATlOI"4 SUBMlnlD TO THE ESTATE OF Dor; S II lock
INHERITANCE TAX PURP08E1.
:("f/~
SWORN AND IU.ICRISlD BEFORE ME THII /j
l '!~:(')H~__~ (-. "l 18....B!L.
r-:( /_" _//. ,~~ (, t:, .' " ,/
Nota{y Public
My Commission Expires: 9-8-80
DAY Of"
i1f/!'I' j<f;,^;'D' AS DEDUCTIONS 'OR
J " . (, V ('t' /L_-- IL. ."
Le n . Lock'
l.'orm IlCC-33
.);' /1 .. It:
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF ~EVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
':' l/"
,-," ,.-
,"1' )
~'~;;!
,........
P' . "fi~1'
..:~,~~
"
CUMBERLAND
R~SIDEN1' DECt:DENT
B1POH'l'AST: ThIs rtltllrn mmH IJI~ l:omp10tf'i1 in dl!l.nJl null I'1lt!d 111 l\upllcu1.u, wll.h I'd 11 Illtl1cllcd, wilh thl1
ne~tster ot' WIlls uf' t.hl! C')lIl\ly \\'h('I'I~ dl'I~I!It.~Jlt rf!sl\"~lli (letl1l'll Is due within one year llftcr
lint!! 0(' rlellt.h, I1nleR~ nil l!xt.pllslnn Is '~I'UIlt.I!d I.Y the Seill'etnry 01' 1l'!"'IHlIlI~. (Heet,!on 70:1 of
tllP. Illhorlt.l~tlcl~ HTI,I E!-llllll~ Tax Acl 01' l!1lit,'l
IN TII~ M,\1'TElt Ot' TilE E81"\1'" 01'
QQR IS}. LaCK ,
(Sutt lull nllm~ of dl'Ctdcnt)
') :\.FFIDA\'I'I' OF
,..", I F.XECU1'OIt
f ."":WE'.l5'fM"i'ffit
County
Cumberland
Late 01 ....., ,
Slate 01 "". Pennsylvania,
County 01 Cumberland,
,.LEQN l. ..LaCK
..}"
..., Executor
xnmnl(fll;(mXllX
of the estate of lite abo\'r.-na.med dcccur!nt helll!: IJuly sworn, llt'lIwUl S
o.nd !t:\Y S
o.ctober
(\t<'olhl
~lIme and address of llltornt'y or}
other nuthoriltd repre,clltatlvt to
whom nIl corr~'pon~enct' ,houlll lIe
mailed,
(Il>1y)
1979
(\'!'Ilr)
'{98!~~~;t"n' , I", will, "p, of .hld, i. ,,,"'to ."",,,,. }
Decedent dJed .
3.0
James A. Ulsh, Esquire, Shearer, Mette & Woodside, p.a."Box729,
18.01 North Front Street, Harrisbur9, PA 171.08
That as such .J.X.,~.~,H,t..9..r.......................... deponent is familial' with the affair. of said estate and the property con-
( 1~~"I'U I nr. ,\ Illll i II iMI fa t ur)
stituting the assels thereof and their lair market value,
That at the time of death there was no safe depol;it box registered in decedent's individual name, or jointly
with I or as agent or deputy of another, or in decedent's indil'idu~l name, with right of nceess hy another as agent
or deputy, with the exception of the f,,\Iowing :--
NAME AN.O ADDRESS OF !lANK OR OlllER INSTITUTION
I~ ?omen DECEDENT RE~Tl.;n A SAFE DEPOSIT BOX
Tille.; ~^FE DEPOSIT DOX RF.NTED
IN NA~E OR N^M~S OF
RELATIONSHIP OF JOINT
1I0LDERS TO DECEDENT
Thnt the content.s or snicl snffl deposIt hox 01' hoxes Ilre 1 tem17.eri under Schellules _ of this
feturn, with till'! exception of thl~ 1'o1"1o\'o'1ng, for the 1'f"lUSOlla Illl'relnol't,er set forth:
Thill. Schedule A nt.tnchll'd hereto /tilt! llllldl~ pllrt her(~nf' set,s fOl't.11 {'\lllv /lOlt in detnll all the
rl'al propert)' 1n ttw C(Jrrl.'TlflnWI~nl t11 ol' Penns~.1\'IUI1n 01' whIch ti(~l;cd(Ont (HI,r} having nn 1nterest thc!'e1n. It
{llso s~ts forth the mort~lil;{l' cnclImhrance~ t1IIOll ellch l'ureC'} of relll prolH!I'tj' Ill; the illite o{' neath, giving
th(O iUlIOllnt still llue lit. dCllth.. nlllnl~ 01" mort,~Il~(,c, dute, l'Ilt.(' 0f jnterl~st, and l)(1uk llnll page of record
therll'of. It. nlso sel.~ f".Ht.h In till:"! columns pro.....id.ed t.hcl'nf'ore the :u;sessed vulnat!on of each of said.
pllI'cels, t.lle estimnted mnrket. \'ullle thf!rcof' liS of duff' of Ilent.h of' (it~c('d(mt.
TIHlt Sc/ledulp. D II Ltaehed hereto ullfl mllde JlIlI't, herl'of sets forth 1'1I11:r nud in detl~il all per'3onal
propert.y wliel'l~sover sl !.lIlltl'll ownf!11 hy t.he d(!(~l~d(,:lt at t.hp. time of deuthj nll moneys l(!ft h)' the decedent
Ill. the tIme of ill~nlh, wlwthpr tn deeHh~nt.IG lmml'd1/1I.l! Jl.1So.;l'"!SHIOII, ~tlullllng to d~certentls credit in blinks
ot'duposIt, sli\'lnj!,s hllllks, trUSt. f~OJll}lludes, nr olhHr InstltutIolls, whp.thor Indlvid1wlly, or in trust for
IIIlY ot!1c>r person or pc>rsolls ,~tving IIIso ~epllrat.ely Ow IH.'cr11l!d 1nt.c>rp.st thereon, J1' f\I1Y, down to the last
illt.ert~st fillY prior to dl1Cf~thmtl s dput,h In thf~ ellse ill' !'nvll1.~s hnnksf Imil to the dat.e of Ilpc('ctcntl s deat.h
In nIl otllll'r cns~sj nit honds, )lost.lll sllvings, tr(~llsllry cll'rt.tf'lcotes or notC'l'S Ilud othror evidencC'l' of' In-
dehtollness of' tile Uni t.(~ll Stutes to tile c1f'eedl~nl: Illl ohll~tlt,i{)ns, wht'thf'r b)' St.ltt,lIte or nr,reemP-l1t they
tire Ilesl~nlllell liS tax t'rf!l!, of' t.ilt! linltPc! HI-nt.es, or Imy st.utl), or 1'01 Iticlll slIlllil\'lsioll thcr.~nf, or of
Itny rOrf'l~l r.olllltr)', whIch nre 0....lW11 /It U,f' t.11l11! of' dtdil.11j flll wettr1rl!!; llJlp/lrl~l, .lew...lr~', sllverwure, pic-
turp.s, lJOnl,s, works of' /lrt., household f'lIl'llll.urfO, horsf?S, CtlrrJIIr.;I~S, fUlt(Jmohlll~"', hOlllS, nnd nny tlJ1d all
ut.hcl'f ppr!'iolllll chnllels of ll,'hnt.sofOVf:'r kJncl or 1I1I1,lIfl', lfOft.h~'(lee~dl)Ilt.. t.ol~et.hc~r wtth t.lle fnt.rly csttmll.tcd
llIurl,ct v/lIll(' l.h.~rl~of'; III I hOlllls HIlII mnl'I.j?,/H!PS !If'ld h~' llPCfOclent tuut Ill' Ill] dnlms due /lull owing decedent
.1t, t.he time of' III.n.t.h, IIn(1 nll pronltssnry Hntl:S or OU,"r tnSl.rwnf'nt~. tn~rtl.ill~ for t.Il(11l/1~'ment of monp.y
ul' VI'lltch c1eCll'ctl!llt rllt..1 possessed, of whntsm'V"r 1l1lt.llr1', with 11It.('rl>st t.hl'rcoll, if nn~', ~tvtn~ the face
vnlull' nncl C'stlmnted filii' mnrket VIlIu(~ thl~r(>of', 1I1l1~ II' sucil I'sttlnf\l(~d flllr mllrkHl vl\llle he less than the
fuel! v111w!, it ~llts forth hriefly t.Ile rf'Il~OtlS for su('h dpJlI"~ellllion IlS t.o ellch ItHmj /111 moneys pfL)'able
to the f!Stll.tl! from life Illsut'l1llCP pollcit's curl'ted 1l~' dp(~'Hlt'Ilt.; 1111 l'inllulty nn1 l"llrtOWlllrollt contl'tlCts the
lJrocc('ds of which werp. )lIlynlJlll' UJlflll thl' ell'llth ul' lhl~ Ill'('l'dl'nt; Imet Illl thp corporntl" stocks nnd dividends
111I1l' Uu~rcon IIflll HIlIl/lld ItS 01' Uw dnl.l' oj' (1('111.11, J,fllllis :Ifld Ilc('rllPlt 11lt.I~rpst. thfl'rf.'on to t.hf? cll'lte of dece-
dlmt's d~llth /llIlt olller tll\,I'slment. Sf~f~\Irl tl('s lI"'I1I'li lIy tile rll~cf!dpnt at tho time 01' deAth, with the mflrket
\'lllue t.hfl'rp.of' III such llttll~.
.
,.
III Ill.' ,'nsl' nl' ;1'1:111'11,1'.',,; nl' .:10..,1' 01' 1'1l1111 1 ,\" "OI'pol'lIl.loII';, llll' \,1,1111'''' l'''porti'!! 1I1'1~ liS I'/Ir ns
I'flssllill' ~!lhstlllll.llltl'.1 h\' flu-'!!I.:I/,l st,lll.Pra'ml~ lit' U.., '~OI'plll'IIt.I"II", slllmlll? :,111' HS~';I'ts ILnd Ilnhllll.tns
tllt'rllul' liS (II' ttl'~ dllll' of' '\l'lIth. 'rill' sdl",hll.~ 'd~"l st!l.~; r,,"tlt I Ill' 1111.pI'I~S' lIl' dr!l~,'r\f~"l. III till' 11m'! 01'
.1"/1 111 t II IlIl,\' r.n-l'lIrt ll,'rslll II nl' bus 11l!.'~iSt /11111 In SIIPIl",'l 1\ f' U ", \,1.1 lit' II f' "'IH~ll III t '~rf's l. 1,II'~rf~ I s 1tI1l11~XI.'fl 1,0
suitt sr:tll't\1l1,', 1'I1l1l1lt~1111 SI~II.'rl1l'l1l~i shn\\ln,l~ !.Illl t.SSt!l.s HIlII ] llthllll j,"; Ill' !';;lld ('0-J'"1'1111'I,...1I1p or hIlSllll!SS.
.\ l'()l'y nf' !.lll' ,'n-pllrllll'rsllll' HI~r'~l'r!I"llt. (II' 01"11, H stnt.Pl!lI!nt SI'I.llllI', I'1l1'111 Illl! fllll.1II"P Ilf' the 11~I'Pt!J1lflllt)
to.I!....tlll.!. '~Ilh II sllllpm"'" ....'11111..: /'01'111 UH' r:/tllrllf"'t,f'r of' !.II" 1'11...11111...., lIs 1111';11,1011, /lilt! ~lIl:h oUI.!r f'llI~ls
Jl.'rllllrllll~ to tli.. llusll1''','; ". 11l11~' IH' 111'1'1111"111 I.n /I l'alT" ~ITlrl Jllst. Ilppr'1I1:-l/l1 Ill' 1111' 1\1"~"flent.'s 111\.!!I'I!~I,
Ilu'I'1'11l rnllst I,t'snhrllttl'd. It. shuuld nlslJ Sl.t 1'1,1'1.11 In i1plllIl.l'd rOI'nl, IOl~(lIJl(!I' with UK' f'nll' llHtrknt VltlWl
lh..rpol', t,"~, l,tlu'!' prnport)' Ilwlll!d (II' ""ljlu!lIltll'd hy lllp d"I'l'd!!ll!. III. 1.111' tllll'! of d'!IIt.It.
TIll' Sc/lPf;ult' C III {/II:I,.,d 11"1'1'ln IIUel 11"1'1" p/ll'l. 1lI'I'I-'nf' ..pt.s /'nl'1.1I II ""Ill! 'InSWI~r to (Hlclt lnqu1 J'Y
,-"ontainI'll tl1"I'I:111 /l11fl In Ih.' l'llt'I' or U'I\IIS!"!I'S uf'pl'()IH'I'L~', I'I'IL! nr 1"II'S0!1IlI, witliln two )'1!llrS 0(' (h!cedunt's
<It'lltll, III enntl!tllpl:ltlon 01' lll'I'l'd"lll,IIi dOIIUI, Ill' Inf,f'III!1'11 In t'II,I! ('f'l'I'I'1 III Jlll~sn:;sl(J'1 III' rmloyment at. 01'
aft_:I'd(:'lltl1. snit! .'td/l~tllllI1 ~I."," flll'l.h Ill" 'lIlltH'" II III I \'IlJllP oj' :-;'1H~h pJ'/)'H'rt,~'. In WJIOIJl l-rlUlsJ'errl'!ll, t.he
1'l!J/lLllltlsh11' 01' tl1f' t.I'llllsl'f!r('I~S to t.llf' .lpl:'!lj"tlt, Ill'! prflp(JI'tlollll!.l~ S!JIII'U 1'{lt:l'lvf'd llY ellch transferee tl.nd
nil ot;ller !'nct:. \'1' 11 IH~rt.111ellt rllllllre rl',I!;nrcllng slIlrt l.l'llnsl'prs. In tlw ens" of' trllusf'ers intenderl 1.0
I,l1ke 1!f'f'l:'L't. In JlfISSI~S""IOlI 01' Im.lnYIl1l'llt Ill. or nrter rf(,Hl.h, 1,IH'rl! i~ III so IlU/Jehl!.t to the schp.lhtl(! II COllY
or the l1e..'d, tr\i:'!. flgr(lf,'lT;I'nt or .)t.I11~r Inst,rUJIII,'T1t ere/lllng t.hn forllst. Tlll~r'~ Is /lIst) sn!. f'orth In satd
5chetlllll~ II list of' 111] liropl'rl.Y, :'f)lll IIlHIIWI'SOIlUI, wit.h It.R Vlllwl, wll\l:h pll:-.ses lit. decedent.ls dellt.h hy
vlrtlw of' thf' eXI~I'cb'H~ hy lh:ocedent., ell.h~r Indl\'llhllllly, or,lnlnlly with IlTlOt.her, or Iltly powf~r 01' Ill'l'oint-
ment, vested In Itecedent., ...1 th!.!r IfllllvlduJllly or ,jointly, by till:' wil I, Ilel!t1, or other Inst.rHlnent 0(' nnother,
\/I i t1l 11 cop~' 0 I' t.he ins lrlll1lent crcllUIl):?; such pnwf!r II l.tll ch€'l I 1.0 t 11~ schellul I'.
Thill Sc/ledule 0 Ilttllclwd hCJ'cta Illld n1luh} pHrt IWI'f"!ol' snt s 1'01'1.11 t.IlP. nllmn~ 1lll'1 nrldrC!ssns of' 1111
persons hl'nef'icJa1lr inter('s\.pd In this C!-itllte nl. t.iln t.imn Ill' ttecedi.'nl.'s dtH1tl1.. t.he nat.ure of' their res-
peetl\'.~ intl;'rests, theil' rellltlollshlp, if Hny, t.o tile dCCp.llf:-nt, t.Ol;fd,lll!r wHh the "ges nt the time oj'
rlecl:,rlentls neath of' nIl mJnors, nnn1l1tllnts and hene1'IeJlirles ('or lire lindeI' (Iccecllmt's \Vill. It also
contains 11 stlltem('nt showJng whlelt of' t.he hencf'Lcitlrjl~s tlllllll>d tn tllf~ l!"l:pdmlt,'s wlll, if 11IIY, dted prior
t.o dccI!r1ent, the dates of' t.hl!!r tlellth, their' lS!'>lle, /Iud t.hi"' "nlllt.ionslllp or sw:h 1sSIl{! to thn benertelllry.
l'hnt Schedule E Rtlllchml heretn fUllt IIllllh! Il 1'11l't hprl~oJ' ~ets f'tlrUl .,1 pI'oflerty, reu] I1tlll per-
sonll], ownlHi 1Iy t.lll! dect!llent. Jointly wJth nnother or flltl'~I'S, Includlnl; tntof,,'il."le, stnnding in the nnmp.
of t.he df!cedent 'Hul othl"rs, plus the dllte Ilnct Jll/lt~e nf' record of' Il1st.rllllJeI"I."~ .-'f'f'cct,1ng; the vest1tllre of'
ren1 I~Stl1t,C unIt thr, lInt.r! of' l1CllutsttJon uf' pr~rs()nlllt~., plus the nnrnp., Ilddle';:- 'toil l'f!llltionshlp, if' !my,
of cn-ol'tl1ers tn UtI! decetllm t.
Thllt SC/l"dule F HUnched hr!ret.n IHHt mllrte 11 pllrt her(~or sets forth 1'1111:,' nllll in detllil nll Ilebts
und dedllctlons cllllmed for unrt on heholf' of' this decellent's estlltf!, Lnducting; f'uneral eXIlenses plltdj
f'umil.r exemption, wht~rf! nppllcniJl'!j cost.s of' nclministl'lltlon of' this t!slnte: counsel fees and ['lldic1ary's
conunlssIuns 1"0111 or tn l)e Pllt"; cost expended for hlll'llll t.rllsts, t.ombstones or grll\'cmarkers, nnd rel1-
~lous s€rvict!s, tn consequence of' t.he dl!/lth of th(~ decedentj dehts IInd cllllms o\'lin1; (\llll lInpnlrl at. tIme of
deat.hi tflXCS HeCl'lIed chllr~elible ror }1I,'r1011 prIor 1.0 deeet!Pllt's (tlHll..h (L'XCf~Jlt those 1l11owed under Sectton
05101' till! Illher1t;anc'~ utili EStlit(~ 'l'IlX Act.): to~,!l.hel' wit.11 It sl.llterl1l~nt. of' collaterlll Jllccl~erl for ohlign-
tions, If' ;1Ilj'. It. Is ll~rned lhatllw f'lduelnl'j. wLlI PI'(!ljf'llt. proof'or satd clnlmf!d ohll1!;lltlons upon re-
quest. that 11' thf' ll1110llnt Ilctlllllly fluid In set.t1I'lnent of' /lll~' rl~", eOl11l11lsston or dl~ht Is less t.hnn the
esttmllt.r!rl lImOllllt cl nlmlnj:!; Ilnd lI11owe(l, that the snrnl~ wUl 1)1) T'eporl.l~tl tu I.Iw Ih~j.!;tst.l'I' ()f' Wills, nnrl t.hut
till? lImount of t.a'( aSSI~sselt elUl he rI!IISS05S'~11 In uccol'dllllce tllt"rewl t.h.
Thal t.ht! totllls of' thl'! Ilrproprllll.l~ colllmlls In SCllr!flulf'f'. "A", lOB", "C", "I':", and "F" 115 dlr(~cted therelll,
have hP.f~11 Cllrrll"rl forwnrd ll11d properlj' rt'j.!;lstered tll thn SUllUMrj'.
Subscribed nnd sIVorn to before me this
....,j~"M . ,.", day of '~!.R_' """ 19.:i7(;I"
~~ry~~~de?<-/
My Commission Expires: 9-8-80
""',.".,"',(..,.q<""~..."..,......~"",.....,..
(Eri<<€?i. .4.J"..."W.W"kw)
11 ",K,i,n~,s, ,~,~I11~.,...,..,',..,.".,...........................
(Sr-rnt Number)
Mechanicsburg, PA.
"iCity;;':T~;;;;;'''~;;dst;;:;;;r
17055
~(JTL: U"fl)r'~ sl~lIln,l!; /If'nd;l'.'Jt ltllll;.i"' sur.' 1111 hlank SII;II'I'S In t111~ 1l1'f'lda\'It. IItlft sclwllllll's 1U11Iexerl lire
f'llll~ft In ....'it.1t tlr.t.lItIs or tile \I'llI'd "~lJ'w". allfI III I~IIS" tlil' assl'!." illl'lllIle rUrl~ 1111.1 11Illtst.CI' s~curlttl's,
s'~r.llrllt.~.. (If ~lflse ur family corporlilllllls or 111I 11I1..r.....t. III allY l:o-parllll!rl'ihlp or hustlll'SS, that the
.lata Ilnd sUltymf'llls rl~'l'lfT'I'il IIlHIt'r I.lln l'aJ'Il~rllplt ahtn'f' 1'1'1 1I t1nJ!, tu Sl'IH'llull! "B" Ill'" Ilttllcil~lt. Also makl!
cI'rt.'tltl thot clIJUlnn #1 III t.ill' "Slln~llary" hilS h""1l prnpl'rl~' eOlnl'll'tt!lllls ItllUVI!-.ltrl'ct.l'lt.
1Qufd ~ ill uub W:~zium~ut
OF'
!lOP-IS J. !.OCK
I, DORIS J. LOCK, of l.:echanicsburg, CUlTtberland county r
Pennsylvania, do make, publish and declare this to be my Last ,;il1
and Testament, hereby revoking all \'/i115 and Codicil s l:y r:1C ut any
til:1e made.
IT~:fo' I: I direct that all inheritance and
estate taxes beca:ting due by reason oJ: my death, whether such
taxes ~ay be payable by my estate or by any recipient of any
property, shall be paid by my Executor out of the property passing
under ITEH IV of this Hill, as an expense and cost of administra-
tion of t:ly estate. 11y Executor shall have no duty or. obliglltion
to obtain reimbursement for any such tax GO paid, even though on
proceeds of insurance or other rroperty not passing under this
Will. In the absolute discretion of my Executor, such taxes may
be paid imr.:cdiately or may be ~ostponed on future or remainder
interests until the tit:le possession thereof accrues to the bene-
ficiaries.
ITEM II: I direct my Executor to pay the
expenses of my last illness and funeral expenses frcm the property
passing under this I,ill a5 an expense and cost of administration
of I:1Y estato.
ITEH III: If I predecease my husband,
LEon I. LOCY" I give and bequeath to him absolutely and in feo
simple all of my household furniture and furnishings, books,
picture5, jewelry, silverware, automobiles, wearing apparel and
all other articlcs of household or personal use or adorlll:1cnt and
Page 1 of 9
all Folicicn ~;f innuraT1co thcroon. I!: I do ilot pr(~dcc('aUt.~ my
hUr:till1d, I r':al;c..' ,,;.\.i.t! ~,(l(!uc~;t. to flY r:hildrc.~n living at the ti,110 of
my death, to h, d~vided <1r,10n'.J thom illl they shall agree.
I'rovidQd, hO\'/f.!ver, thllt in tho event I do not {.'rmlece,we
l."!Y loouuLanclt ! C('.:qUl)ath thn f.ol!ot.fing t:~~I5cnD.l ~'roporty to th~
follcldng chil dron I
"
(~1) 1;'Y Dial':,,:or.d r:;rcF' to ~iY Don, i\HDRLH l'JOC1{;
(Ll r~y Diamond Earrings t,o my son, JP.SON ERIC LOC!(l
(c) '-'y :,upphire Ring, Diar.lond nnd r::lnoral d Ring, Gol d
Chain, C,mco, Stcrlil\<) Flat~l<lre, t'!adeira Danguct
Cloth, i'J.ntinur,) nand Chil1ll, 1,111d Blue Lalique Dowl
to I~Y daughccr, I,AURA LCC1{.
!~y E:tecutor. is f.urther directed to dl1live,ry to r,)y daughter,
I,,\{JRA I,CCI:, the r-"edrocr:1 snt Hhicl1 is owned by my Gaid daughtor, in
the '.'vent S\ICn bed~:oc:'l suit in in our hCtlO at tho time of my
death.
l.~r.l: IV:
I give, devi.(l(; and l~queath all
tila rest, residue anc.~ rcr::aindcr of ny 0state, not ciaposecl of in
the preceding portion::; of this Will, to my husband, LEON I. LOCr<,
it he survives 1:10. If l'IY said husblWd does not survive me, I maKe
said ooquest and devise to DAUf'llIN DEPOSIT BANi, AHD TRUST COIIPAlIY,
aD 'l'rustee, IN THUS'!' ~lEVLRTJ!E~..lESS, for the follo1./ing uses and
purFoses:
(ll) ':'hc Trustee sh<lll divide the principal and
any accretions thereto ilnd Imy i.\CCumUl.1. tions of incOlTlc
into a!:' r.:allY equal part:J 110 1:her0 .1ro tlwn livincJ
chi.1dren of mine and then rleCGOlSod chill1r~'n of nine
reprcscntQd by then livinc.l is'''l'', ~,"c ':rIHitec shall
Page 2 of !l
hold or\(.~ nuch nl:e:rl! .:Hi ~ tH!I..{\rnt.;.) TrtlHt t;or the boncfit
ot (!llCh li\'ill~J cl',il<.l, rln(.~ ()"t~ r".lch ghilt'O as .1 r.il~l-'lJrl1tc
Trust tor the IAlrl(~tit of t.ile lSflUC of each such then
dccoaauc! child, per st1r~eu.
(1:,) In '.!lac\: 'Irust thus \)strd:lit;hec for <l then
living child of mine, ths Trusteo shall quarterly pay
to or for the bene;;'i t. of ~llch chi! cl nIl of tLt~ incCloo
and so ;r,uch of l:l,,, ,:.rincipal. of said Trust as, in the
discretion of -:::i"1G r;,.'rus~ec, may 1:0 naCe~iGary to i'l"iaintain
stIch child in t!ce; r-ro[-cr stat.ion in life, including
proper support, ITli1int<)nancc, medical care and college
or highor education.
upon the cstnl~lishrnent of the Trust as pro-
vided in paragraph (a) , the 'frus tee shall pay to such
child ton (10% ) percent of the then principal of the
l.~rust. lit tho expiration of four (4 ) years frcra the
date of t.he ostilbl il1Pr.lont of the ",'rust, the Trustee
shall pay to each such child ten (10\\) percent (Jf the
then pr incipal oj' the Trust. At the expiration of
savell (7) years from the date of the establishnent of
the Trust, the Tru"tce shall pay to Buch child ten
(10\\) f"rcent of the then principl:l. Upon the llxpira-
tion of ten (10) years from the date of tho llstablish-
;;;ent of the ':rust, the 7nwtee shall pay to such child
twenty-five (25%) percent of the then principal. Upon
the expiration of fifteen (15) years from the date of
tho r.stablishrncnt of the Trust, the 'l'rustElo shall fay
to such child the balance of the then princiral.
t,l1oulc\ SUcf: child clio cefore final distribu-
tion of the assets o~ said ':'rust, but be Burvivec! by
Page 3 of 9
th\}n li.vil~(j i:1Guc, tho Truatcc shull qU;j,rtc141y rny the
net i:1cor.\c fr.~ri~ ~~i:Lid r.r.ru.~t to Gr ~or the;. Jll..nlc1lt e)l
said if;lJut1, per stirpes, living at oach tit:lc of (juar-
tarly distril.;ution; ilS ~:oon all any onc of !lilicl 111:>\1(:
attains the /1ge of. t\"enty-ono (21 I j'e,lrlJ, and in no
event 1at:(!r than tllen'.:y (:;0) j'Q,trS [ollO\\'in<] the oC<:Ith
of '1Y chi] (1, tho 'rr\ls\'.ne shall !'ilY over all of th<, then
t:.1ssct~j in thc.~ ~ru~t to tht~ Jd:on livin~l iZ[lUe of: 311Ch
decea!-jp'c! child, l>~r Gtirpc-!s. ~~houl~ !;llcr. child die
bcfore final di:.;tribution i'lll(; not be survived uy then
living issue, tho provisions or subparagraph (el) heroin
shall cbtain.
(e) In each Trus'C established for the benefit of
the issue of a deceased child of 1:1il\e, the ?:rustcc
shall quarterly pay the net inccme to or for the bene-
fit of the issue of such deceased child, per stirpes,
living at each time of quarterly distribution; as soon
as anyone of said issue attains the a~ic of tl.](:mty-one
(21) years, and in no f'!vent later than twenty (20)
yeara follol-/ing tho death of the survivor of my husband
ilnd nysel f I the ':'ruatc(, shnll pay over all of the then
aS6e1:a in the Trust to the then living issuc of n'y
uacc<:Ised child, vcr stirpes.
(dl If at any time beforE'.! finnl distribution of
the assets of any of thc ~rusts established for ~y
childrcn or issue of deceased children, there are no
living bencficiarios of sai(l ~'rust, the Trust chall
teminate, and its assets shall be added to the othtJr
then existent Trust created h!rein fo~' the !:cncfit of
ny children or tl':eir iasue. r'rovided, that if any of
Page 4 of 9
. .
nElid IrrU:lt::.- her(.\in Cl~(~i.!.tell r:avc previounly L'een terr\i-
noted by ra.yr;'1('!nt of. itn }:rincipal to it:.; L<n1(~iicidrics,
said benef:iciaric,!I liho rcceiv('ct pa~'ment of the I'r inoi-
,t::ul of: that. ':rust shull coll(:\ctivcly !:e corlfiid(;~.rCl.i LU'
"c:dr.;tcnt Trust" for tho purpose of this Faragraph, and
on equal ~:harc shall l:;<;! paid directly to such ben(~fi-
ciaries in the sma!' proportion by whicl1 they roceived
the princir,al of the Trust, cr, if deCt3aGt1d, to their
iSSUl~, '~J(,!r stirpes.
J.T2~ V: no interest of any r.encficiary
under this Ilill or any Codicil hereto shall r;.O subJect to antici-
~ation or voluntary or involuntary alienation, and the personal
receipt of such beneficiary shall J:.oe the sufficient and only
diDCha~e of. Zxecutor unluss otherwise provirled herein.
ITEM VI: In the settlement of my estate and
curir.g the continul\nce ot the foregoing ~'rusts, I'lY Executor and
!"\y Trustee shall rosBess, ~.mong others, the follol'/ing Ixmars:
(a) ':'0 ret;)in o,ny investments I may have at my
death, inch'ding srecifically those consisting of stock
of any bank even i.f 1 have niJl\led such bank as my
Executor heroin, so long,ds my 1xocutor or Trustee may
deem it advisable to my estate GO to do.
(n) To vary invc5onents, when deaned desirable by
MY txocutor or Trustee, and to invest in such bL1nds,
stocks, notes, real e!ltate r:ort\)ages or other securities
or in such other property, real or personal, as they
shall deer:l wi se, \Ii thout he in9 restricted to so-called
"legal investments", and without being limited by any
Page 5 of 9
3tl&tUtO cr rule of 1 at'.' J:c(]z.r~iifllJ inV(?st:fIOTit~ l:y fidu-
cidr ien.
(c) In Greer to nt!:ect" <:i'11Uiol1 vf tho f.rinciFal
0:: I~Y (:5 tB to 0:: f,1r any oth:Jr pUrpOl>f;, i nclucJin\i any
f ir.tJ.l (~.i .t,tl' ibuticH\ I th(' LXI:'CU-:'Ot' or T=n~tc(! is author-
ized to make said divisions or distributions of the
[Jf..!rsonalf'.y .:lOG rc:alf:j' pc'~rtlr or It'h<':111'j in ,~ind, f.lt: a
:air val'Jc dct€n-;Jin~:.~ f.lt thl.1 6Ztt(~, of divioiol~ or distri-
buticn. [';h<''H'tld J.t. ,"\~":p>:~iJr desirable t() F,art,ition any
real ~~tZltC, tho !:.:~cr.;cutcr or rr'r.uotoc is i.l.uthori::co tel
r.Uly.c, jOJ.n in ane cons\lI;a::atc rdrtitions of lando, vol-
untarily or involuntarily, including <Jiving of mutual
deeds, reoO-Jnizanccn or other obligations, with as wiele
~o"'eru tiS an individui11 O\incr in foe z1l1j;'lc.
(dl To sell either at public or private sale and
u}:"c.n sucl'l. t.eI.l1S .::;nd c(lnd.i t.ior.s ac the E:-:ccutcr or
Trustoe r.lay dcer;~ advant.D.gcous to thc::' estate or 'rrust,
any or all real Ct' [:c1:l)onal estate (.r interest therein
cwne,d by tho .!stiltc or Tnlst sevcrally or in conjunc-
tion w.ith ottH"lr rersor.:;: or DCf}lircd after ny death b:'
:''1 r.:wciltor or 'l'n:st'~c, ,lnd to con6ur,ll~ate said sale or
sale:; !:'y ~I.lffich\nt dllP.r1S or other instrUi'lont,g to the
rourchar.;er or pUrChdi!CrS, cor.ve~'ing a fee 3i.Inpl~ title,
free dnd 01ea1: of all .t.r.ust. ano Hi thout obligation or
liJtiil i ty of tho r.\lr.Ch3s'~r or purchasers to see to the
.:lFPlic1.ltion of tho purchdso mon€.y or to r.\nke inquiry
into the '1R.lidity of !laid 5<l1<: or salcsl also, to I~,ak",
executa, llci:no\fledge lmd deliver any and 1.111 doecJG,
assi'lnf.lE:'nts, optiOr.8 or ether \/l'itiIl9s \;hicl\ 1.lay W
necessary or desirablil in c,uryin9 cut .1l1Y of the
Pago Ei of 9
REV-4U EX+ tHOI
File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-79-0688
Estate Nome __" Dori~~ Lock ____
Dote 01 Death
Social Security Number
10-30-79
REPORT OF INHERITANCE TAX APPRAISER
[]] Original
o Supplemental
o Remainder
I, the undorllgned duly appointed Inhoritance Tax Appraiser In and for the County 01 Cumberland
Pennlylvanla, do respectfully report that I have appraised tho rool and porsonol property as ropartod In the farogoing
retum at the values let forth opposite each item in the last column to the right in Schedules "A", "B", fie", Dnd (tEll
Doted:
March 27, 1981
INVENTORY
Real Property (Schedula A)
Porsonal Property (Schedule B)
Joint-Held Property (Schedule E)
Transfer. (Schedule C)
TOTAL GROSS ASSETS
Less D.bts ond Deductions
(SCHEDULE F)
CLEAR V ALU E OF EST A TE
o Life Estate
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
Tax en $
Tex on $
Tax on $,
Tex on $
Exemptions
Total Estate
Less Credits
DATE OF PAYMENT
,~f ~ 'f /,/ ) -I('!~ A.I' .I )
INHERITANCE TAX APPRAISER
AOJUSTMENTS
(HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
VALUE AS APPRAISED CODE
$ 45 000 00 00+
20,258 00 10+
None 2M
None 30+
65 258 00
...~-~- ...-..'--...---- ~-- ---- --
40-
RATE
FACTOR
PRINCIPLE
~
6%
15%
TOTAL TAX
INTEREST FROM
BALANCE
TO
AMOUNT PAID
DISCOUNT
INTEREST
S
+ $
S
BALANCE $
INTEREST FROM ___ TO S
92+
93-
VALUE
CODE
COMPUTATION OF TAX
$
$
$
$--
$
$
$
$
TAX CREOIT
=
$
=
.
:::.
:J.
;"...,: , ,
, .. , .... ,
G ;;: , ~:-j
fl;.'." -,
0" .
U<":i
..,"-' N ~}~:;
",'" fO
<.>