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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Olive L. Tarbit
, deceased.
ld Deputy
To n' _1.__.1" A_,'__enn Hero B. MCLane: Register of Wills for the County
of Cumberlond, in the Commonwealth of Pennsylvania.
is
Petitioner(~ XNle( the execut or named in the Last Will and
Testament of Olive L. Tarbit '-""'_A' '1-. A dated 12/15/72
an... ,-".u.CJ. ' ...a"e... Oct 5 1979
Decedent was a citizen of the United Stotes and a resident of
Township
Lower Allen ~~l<l, Cumberland County, Commonwealth
of Pennsylvania.
Decedent died on
the 9 th
day of November
A. D. 19-1:1-, in the County of
Cumberland
State of
Pennsylvania at the age of 90 years.
~ kto5l her
Decedent has not been married and has not had children born to him
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$67,000.00 and of real estate to the value of
none
as neor as can be ascertained; said real
not applicable
estate situated as follows
apply
Therefore, your petitioner(s) respectfully ~1W!iC for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
November 21, 1979
Dated
Name and address
of Petitioner(s)
BY;'~
,t ,/
y
E. Lopez
Asst. Trust Officer
Dauphin Deposit Bank & Trust Company
213 Market Street
Harrisburg, PA 17101
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
(Miss) E. Lopez, Assistant Trust Officer of Dauphin
Deposit Bank & 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.
Sllbscribed before -I, --Q ,,-~~ /
'{
sworn
and
me November 21
, t-o
':j 1\ \"7" . )
j(L~. ~, "~, tn' ';:I; r, -<) j
. :;, I ~.
1979_
Dep'lty
Register
-.,-....:...:..-..,
,'" ,'. t
, # .. <. i', '" ,I
1570
,
November 29, 1979
Attorney: 'PilI) ~ E, C L 0 \.\ St, R
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA 1 ss:
COUNTY OF CUMBERLAND f
21st November 79
This ...................................................................'.......... day of .....................,...............,.......'.......,.............. A. D., 19........,
before me ..............!1-~.':.1...~,.~..!?,..L..!.:::-.7.~.n.....t!.~!';.9..+.~...~.,...k1~,~~!)..~.!...!?~P.P.~~egister for the Probate of Wills
and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania,
personally came ... .......??.~L .!!.,...y.~~!!.~.~.~..~:~...'L}.~;. ..,I.. ,J~~..1.~ )'.......... .~.~~..,~~... '.... ,....,....... ,...... ............. ...... ,........
~................................................................................................ .................................................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
.......................:...............................9J:f,!!N...!"...I;.1.r.\>J.C............................................ Dated...J,;!./J,5.J.:Z,~............................
late of ..........:.........,...f.,'?~~E..~,~.~.~n..~.o::'.n~~.~p.....,..............................,....,......,....... Cwnberland County. Pa.. deceased
who being duly ......fiWQX.n.........,....................... according to law. depose and say, that ......the.y...we.r.e.............,............
present. and saw and heard the testa..tJ.:!.li..,.............,...,...... .........,.......QU.v.e...L,..l'.al:ll!..t...,.........................................
sign. seal. publish, pronounce and declare the said instrument of writing as and for h,!'!x............. Testament and
Last Will. and at the time of so doing ,..,......~.J:l.L........,....................................... was of sound and disposing mind,
memory and understanding, to the best of ............~!:~,~E........................................ knowledge. observation and belief.
.....,.................~.'!!!?~,~................., and subscribed before
~~Jff?]],~.~............... ~~~~;r:
.......-:Jl~!..,..~:..,~.................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA 1
COUN~ ~F CUMBERLAND l ss:
(Miss) E. Lopez, Assistant Trust Officer
of Dauphin Deposit Bank and Trust Company ,
..,.......,............................................,.................. ..................... .................. ,........... ....................... ........................... being duly
,.............,..,..............................., says that as nearly as can be ascertained the said decedent .............,.............,................
................ ................ ......9.1~)!.'!.J..,... I~.!,~J.L..,...... ,..........,............, ..,.... '.... .....,................. '...... ....,........ ................. died on
.........:.......,.................. the ..,......~.~.J:!..,...,................ day of .....,....J~9.~.~~~.~.E.....................,.........,.....,... A. D., 19,?,~,...
at or about ..................~,;.~.~.............,........ o'clock, J!.. M.
.................,.......!!~!?~!.l:.................... and subscribed this
...,:...............................~~.~~........, day of ...~~,':'::.~~~.~
~i before
.~.Y!.4.1!t~~.J1l,::.~~.!h.~~uum,. D:e~~;r.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA)
( SS:
COUNTY OF CUMBERLAND )
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the
Miss E. Lopez. Assistant Trust Officer
County of Cumberland, personally came ...........................~t...)?'!.\l,[!\\~!l..J).~.P.9.~:U...I.I.~nk...~.ud.:rr)J)'.t..Corop.any...........
who, being duly ...~.\'!~.1:!)................., do .~~....... depose and say that as ................!:.~.~~~~.?~.~........:...............................
of the last Will and Testament of .............................................~1..~.:'.~...~:....'!'.~!:~g......................................... deceased
............they...................... will well and truly administer the goods and chattels, rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances.
sworn
and subscribed
................................
before me.
..........~e...~.~.~~....~................................
.....................!:i.~.':I:~~)?~.~...~.L............ A. D., 19.7.~....
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DECREE
Be it remembered that on the .......~.~~~......... day of ....................~~~~~.p.!~................... A. D.. 19.?~.... there
was probated and recorded the last Will and Testament of .............QHy!~.:.l"...r.Ij..r.b.J.t...............................................
late of ....................\,~\'!!!.r~....A..U~.n..J:Rl;1).~.\1:l.J)............................ Cumberland County, Pennsylvania. Deceased. Letters
...........................~~.!!.~~~~.~~~y......... were granted to ...........I).".!1p.:l.!l..J).~p.RR.tt..l\anl>...a\\d..:rx.1,ls.t..clllnp.anlZ.........
Witness my hand and official seal the day and year aforesaid. 1 i .
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-.... RegIster.
I
e RECEIVEO------------EIGBT21l:!11 HUNDRJrn FIVE
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htf;;'~i;'1~:;:i':!j!!,\\::i.}COMMONWEALTH OF PENNSYLVANIA., " "
I.!'~'!,:.~<:"'-"",',:!" '0','.,:';,,':',.' ,:,,! ,..' ,', , , ", ' ,',
. r;"":;"'"r;';'!"DEPARTMENTOFREVENUE '.' "', ..',..,'
:' '.A:j;~Pf,(fl+Ii~~E,~ElPf.'f1ENNSYLVANIA INHERITANCE AND ESTATE TAX
J.t-:(;;(J,;jf;':'\"'LfJ...":,,,:>;"-'-"_':"""..,,.:' ""':' --.'. <:. ,,',"' ""'_'''h.__>.. _._~___ __.._ .
.-:II'" ___
C:rom:
Da~hin D.po.tt~nk & T
DOT .T.aRA----------------_________dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
ddress
211 M.pk.~ A~rA.~
2'1, Tax on
$
s
Rarrh:bIlJ:lg .
P!R_
171 01
6% Tox on
s
$
File No. 21_70_607 Dale of Death 11-9-1979
15% Tax on $
s
Date of Payment
lP.h..II....y 11,
1980
'7~ Tox on S
Estate Tax, Act of
May 7. 1927
s
Nome of Decedent
OI.IV!!: L. TARBIT
s
I
Caunly
Cumberland
TOTAL TAX CREDIT
Less five percenlum of tox if
paid within three months after
dale of death
ptus interest 01 the role of
_%from
to
s
1. 900.00
Remarks:
.PAm fiN ACCOUNT"
s
95.00
$
li'OO~[P~~@LA:\,[j'[~ 5 E A l
TOTAL AMOUNT PAID
$
1,805.00
NOTE: Thl, Triplicate Receipt to be rGtllined for audit purpose..
'-tlJ
Received by
NOTE: In accepllng the lronder Inheritance 10J( on lulure estates, prior 10 the dealh 01 the life
tenanl or I.nonllor yeafs, os evidenced by Ihls receipt, it Is undenlood rhol the Commonwealth sholl
f nol be precluded or prevented from hereolter QIlIulng oddillonollnherilonce lox 01 the dlloth of the
IIf. 'IInonl or 'enonl lor yeors whenever If appears Ihol such addlllonol IOJ( may be legally due and
collectible lor any feOlon whollo8V8f.
----.-------.----------- -- ---,----- - -- -- - --------- ---
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6 days .00101 1i; :;;Iy'; l',i:'2i:;1
7 dayS ,00118 , I i ~: j) ~; ,)0::,;,1
8 days .00135 , p (~;I l ',; {}(1Jitl
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28 dJVS 00471
29 d;IV~; 00488
30 cLws 00500
,"..ny parlt III 1I1:('rl'~:[ HwlurJii-,q ,ilf~ l:ur, ';1.,....... '.J'~i, ,I'~i~ ttt'.: pl'l' (:'Ildl t<;i1"-'Sl~ll:.;tlve :lOt $!.11Isfied With
lhe aS$c:,$lllent Illil'y l'~:J('(,1 ',~h'I;'!O within ',1>1'1 Il;:;! ,F', i"dl(': :"I'!:[i: :)i tillS NOil(;(; jlS ,:II!','lr1,'d by S-,:clion
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
.EL Ic9pe~..AssJsta!1t
being duly ..----1LwOr:Il....
Trust OfJicer of Dauphin .Depo.sit .Rank. aJlc;!'l;rust COOl!'.anY.m
.,. ,,,cording 10 law, deposes and says that they ..ar.e..the..Exec.utor.s.___ .-
01 the Estale of Olive L. Tarbit
J.., .) r'rf p.. c,.L,.,
lale 01 the Borough of Mechanicsburo , Cumberland County. Pa., deceased and that the
wilhin is an inventory made by , .Dauphin..Depllsit.Bank &JJ:Us.t..Co._, the said Executor
01 the enlire estate of said decedent, consisting 01 all Ihe personal prop..ty and real estate, except real estale outside
the Commonwealth 01 Pennsylvania, and that Ihe ligures opposite each item 01 Ihe Inventory represent it's fair value
as 01 the date 01 decedent's death, DAUPHIN DEPOSIT BANK & TRUST COMPANY.
Executor of the state of Olive L. Tarbit
---€.
.~y:
and subscribed before me,
.. .~
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/d.
,
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f)()
Executor.
Assistant Trust Officer
----~-----------_._----
NOTARY PUBLIC
Mv Commillicn Expirc$ Febluary 1. 1981
Harril~urQ, PA Dauphin (oun~v
._2_1,3...Maxke.t-S.t.re.e.L...fuu:r.is.bJ.l1:g ...P..a.-17l01
Address
Date 01 Death "_n." __ --9..,
Day
__ .____._. _~ .__._NQyJ;!11l1'-'~r
Month
79.___._____._._
Yur
INSTRUCTIONS
I. Ar. inventory must be filed within three months alter appoinlment 01 personal representative.
2. A supplement inventory musl be Iiled within Ihirty days of discovery of additional a..ets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act 01 1949.
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File Number
LIFE ESTATE
INHERITANCE TAX SUMMARY SHEET
(13URE;,AU USE ONLY)
21-79-0697
REV.484 EX~ (J.80)
Estute Name __.__._~ARBII!_O.!iv~.L~_._.
Date of Death
11/09/79
Social Secur; fy Number __._".
REPORT OF INHERITANCE TAX APPRAISER
I, tho undersigned duly appainled Inheritanc. Tox Approiser in and lor Iho Caunly 01 Cumberland
Pennsylvanio, do respectfully report that I have appraised tho real and personal property as reported in the foregoing
return ot the values set forth opposite each item in tho last column to the right in Schedules "A", "S", He", and IIE"
Dalod:
11/13/80
}UiJ~I(/D J "Ii'1f'j,()~j /
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT CODE
Reol Proporty (Schedule A)
Personal Property (Schedule B)
Jolnt.Held Property (Schedule E)
Transfen (Schedule C)
I
00+
92+
10+
20+
30+
TOTAL GROSS ASSETS
Leu D.bts and Deductions
(SCH EOULE F)
CLEAR VALUE OF ESTATE
40-
93-
Valuation of life estates or
annuities. . . . . . . . . . . . . .
RATE
15%
FACTOR
.18671
PRINCIPLE
X 58,909.68 =
VALUE COOE
10,999.02 LEV
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
$
$
$
I
6%
Tax on S
15%
Tax on $
Tax on $
Tal( on $
ExemptIons
Total Estato
TOTAL TAX
INTEREST FROM
BALANCE
TO
I
$
$
Less Credits
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST
$ + I $ =
--
+ -- =
BALANCE $
INTEREST FROM TO ___ $
BALANCE DUE S
TAX CREDIT
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PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR HETUml
Section 701 of the Inherit,1nco ond Eslate Tox Act of 1961 provides that the follol'lin[( persons shall prepare and file
a return:
a. The personal representative of :he eslate of the decedent as to property of the decedent administered by him
iIIHI slIch additional property which is or may be subjeclto Inheritance Tax of which he/she shall h<lve or
acqui re knowl edge;
b. The transferee of property upon i1w transfer of which Illheri!anw Tax is or m<lY be imposed by the 1961 Statute,
including a trustee of property lransferred in trust, provided Ihat ;10 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 duplic<lte w:th the Register of Wills of the county wherein the decedent resided.
3, TIME FOR FILING
The return is due nine montl1s after the decedent's death, unless an extension for filing has been applied for and
gr8nted 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 11im. . .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 tile rate of 6% on tr<lnsfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in.law and at the rale 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 the 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 lhe 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 lor the tax.
8. FILING OF FALSE RETURN
An\' person who willfully nwkes a false return or report required of him shall, in accordilnce with Section 793 of the
1%1 Statute, be guilty of a misdemeanor ilnd, on conviction thereof, sllall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both.
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ESTATE OF 01.IVE I.. TARB1T
lJa t';:-;;fDe a tI;N~;ven~b'e r,_2..,_L~72.
Inv~.EY. of
Furniture and .I1E-u~qJloltl Items
Zenith Chromocolor II TV-Floor
Telechrom Small Nantlc Clock
Chest of Drawers - 4 Drawers
Tab Ie Lamp
Wooden Tea Cart w/Hhe"ls
Floor Lamp
Desk w/Fold-up-top
Marble-like Top Table - Rectangle
.
Smaller-rtarble-like Top Table - Rectangle w/Curved Edges
Bookcase
Hagazine Rack
'1'\'0 Hatching Table Lamps
One Night Stand/Sewing Stand
Twin Size Bed & Hattress
One Recliner Rocker
'1'\'0 Hatching Chairs w/Velvet-like Seat
Rocking Chair w/Enbroidered Seat
Chair w/Embroidcrcd Seat
Three Throw Rugs 3' x 2'
One Large Rug 12' x 8'
Oriental Rug 6' x 4'
One Metal Uucket - Brass
One Telephone Stand
$ 65.00
5.00
20.00
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2.00
25.00
20.00
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3.00
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OUVE L. T^J<llIT
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I, OLIVE L. Ti\lWIT, presently residing and domiciled at
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Cumberland Cr,unty, Pennsylvania, declare this to be my Last will
Ii and hereby revoke all wills which I have previously made.
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I appoint Dauphin Deposit Trust
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as well as the Trustee of any trust created by this will.
ITEM II:
If my nephew, William P. Meshey,
Ii survives me, I give to him several mementos from my tangible
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I make the following specific cash
bequests to the individuals hereinafter named. If any of these
beneficiaries shall predecease me, her gift shall lapse and fall
into the residue of my estate:
One Thousand ($1,000.00) Dollars to Mrs. J, C.
(Jesse) Weirick, presently residing at Bethany
Village, Mechanicsburg, Pennsylvania.
Two Hundred Fifty ($250.00) Dollars to Mrs.
Robert C. (Helen) Beard, presently residing at
R.D. #1, Grantville, Pennsylvania.
Two Hundred Fifty ($250.00) Dollars to Mrs. A. B,
(Lena) Bishop, presently residing at 2208
Chestnut Street, Harrisburg, Pennsylvania.
Two Hundred Fifty ($250.00) Dollars to Mrs. A. E.
(~lyrtle) Bott, presently residing at 805 North
16th Street, Harrisburg, Pennsylvania.
Two Hundred ($200.00) Dollars .to ~trs. Ross (Mary)
Maben, presently residing at 279 North Front
Street, Newport, Pennsylvania.
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If my nephew, William P. Meshey,
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II survives my death, I give the residue of my estate of whatever
I nature and wherever situate, to the Trustee, in trust, in
accordance with the following purposes and dixections:
A. To pay the income only produced by the trust fund
to my nephew, William p, Meshey, so long as he lives.
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B. Upon the death of my nephew, William P. Meshey, the
remaining trust principal and earned but undistributed income
shall be distributed absolutely in manner following:
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Ii and nephews of my late close friend and companion fox many
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There shall be distributed to each of the nieces
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years, Cora Weirick, who are living at the death of my nephew,
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I' shall have a priority over the balance of the residuary
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the sum of One Thousand ($1,000.00) Dollars each.
These gifts
beneficiaries.
2. Thexe shall be distributed the sum of One
Thousand ($1,000.00) Dollars to Memorial Lutheran Church, 17th
and State Streets, Harrisburg, Pennsylvania.
3. The balance of the residuary estate shall be
distributed in manner following:
Twenty-five (25~S) percent thereof to Bethany
Village, where I am presently living, it being
a retirement centeF of the United Methodist
Church.
Seventy-five (75%) percent - shall be divided
equally among the following charitable entities:
Goodwill Industries of Central Pennsylvania, Inc,j
South Central Pennsylvania Heart Association of
the American Heart Association; Pennsylvania
Division of the American Cancer Society; Central
Pennsylvania Chapter of the Arthritis Foundation;
Central Pennsylvania Chapter of National ~Iul tiple
Sclerosis Society.
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These charitable bequests may be used in every instance in such
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legatee so directs.
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ITE~l V:
If my nephew, william P. Meshey,
does,not survive my death, then no trust shall arise and the
I residue of my estate shall be distributed as heretofore provided
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with the condition of survivorship being my death.
ITE~I VI:
I authorize the Trustee and any
successors in trust to exercise the following powers in its sole
discretion and which shall be effective without court order or
approval:
A.
To retain any or all of the assets of my estate,
without xegard to any principle of diversification, risk or
productivity.
B. To invest in all forms of property without
restriction to investments authorized for any type of
fiduciary.
c. To compromise any claim or controversy.
D. To borrow money from any person, including
any Executor or Trustee, and to mortgage or pledge any real or
personal property.
E. To sell at public or private sale, to exchange
or to lease for any period of time, any real or personal
property and to give options for sales, exchanges or leases all
for such prices and upon such terms and conditions as it deems
proper.
F. To allocate receipts and expenses to principal
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F, To allocate receipts and expenses to pxincipal
or income or paxtly to each as it deems proper.
G. To repair, alter or improve any real or personal
property.
H. To distribute in cash or in kind or partly in
each at valuations fixed by it.
T. To purchase investments at premiums and to
charge premiums to income or principal or partly to each.
J. To register securities in the name of a nominee
or in such manner that title shall pass by delivery.
K, To assume continuance of the status of any
beneficiary with reference to death, marriage, divorce, illness,
incapacity, or other change in the absence of information
deemed reliable, without liability for disbursements made on
such assumption.
L, To add to the principal of any trust created
by this instrument any real or personal property received
from any person by Deed, Will or in any other manner.
M. To exercise all power, authority and discxetion
given by this instrument after the termination of any trust
created herein until the same is fully distributed.
N, My Trustee only may commingle the assets of any
trust estate created by this instrument in anyone or more common
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Cumberland County, Pennsylvania, declare this to be the First
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I ITEt.' I: I revol<e that port1'on of ITEM III in
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II I'Ihich I made a specific bequest of $200.00 to Mary t~aben.
I: ITEt'] II: I revo!<e ITD'] IV, B, 3, of my Hill and
I in lieu thereof provide as follol'ls:
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il confirm and republish my Last vliIl dated December 15, 1972, togeth"
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CODICIL
I, OLIVE L. TARBIT, residing and domiciled at Bethany Village,
"III. The balance of the residuary estate shall be
distributed equally among the following charitable
entities: Goodl'lill Industries of Central Pennsylvania,
Inc. ;South Central Pennsylvania Heart Association of
the American Heart Association; Pennsylvania Division
of the American Cancer Society; Central Pennsylvania
Chapter of the Arthritis Foundation; Central Pennsylvania
Chapter of National Multiple Sclerosis Society.
These charitable bequests may be used in
such manner as the governing body of the
so directs."
every instance in
charitable legatee
In all other respects I hereby ratify,
,;LiL.
IN \HTNESS vIHEREOF, I have hereunto set my hand this ..lL- day
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'COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
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(lnstructlons on Ravcrsc Sldc)
Estate of Olive L. Tarbit
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE 0 F INTEREST OF BENEFICIARY
DECEDENT BIRTH
Wi11aam P. Meshey Nenhpw Vno 11/29/01 Lifp n' "'~"O"
76 West 86th Street Ant 112 '7 !8 ~" "'. !f'(, 7/ I Personal effects
New York N. Y. 10024
Mrs. J. C. (Jesse) Weirick Yes Beaues t q nnn. 00
-
Bethanv Villaoe
Mechanicsburo. Pa. 17055
Mrs. Robert C. (Helen) Beard Yes Bequest $250.00
R. D. III
-
Grantvi11e, Pa. 17028
Mrs. A. B. (Lena) Bishop Yes Ra....an" ~7'in nn
2208 Chestnut Street
Harrisburg, Pa. 17104
Mrs. A. E. (Myrtle) Bott _--.Y.e.s n '""PO" $?50 no
805 North 16th Street ---
--.- ---.----.
Harrisburo Pa. 17101
Mrs. Charlotte Mr:Fall] Van Continoent interest
1901 Hidden Point Road
Annanolis MD 21L.n1
Mrs. lva Clair Edwards Von ContinQent interest
Route 4. Box 542 F -
Easton, MD 21601 -
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The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
I~EV.453 (I.BO)
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "D"
BENEFICIARIES
..
(Instructions 011 Rcvc.'rsf1 Side)
Estate of
Olive L. '1'arbit
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BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Mrs. E.C. \vei rick_,____. -"--- _~s - r.onting.pnt intp'T"pqt
33 Needham Street
Roches ter. New York 14615
Rev. Georpe C. Weirick Yes Continpent interest'
Rox 558
Ravenswood, West Virginia
Mr. Paul S. Weirick v"'" f', ,., '~"O~M.
-
14 North Svlvania Avenue -,
Rockledge
~~lad,e.lp.h~_a~l'A__l9J.]J,._______. .~------_._- .,-----------.- --_._----
Memorial Luther"n Chur~b RM esl: from Rp
17 and State Streets mainder
H::l'T"riQhllrg, FA
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Go odwi 11 Industries of 9-,!ntr~L_ __._n.__ _.~/5_s_h.. 9,C~!,malnder
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Pennsylvania
1829 North .'ront Street
-- -
Harrisburg, PA 17102 -
--.
South Central Pennsvlvania Heart 1/<; ~h. of Rpm::linnp'T"
'aHon of t'hp
AssociatIon
3805 Paxton S tll_e t - --
Harrisburg, PA 171 J.l
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The above beneficiaries are living at this time except for the following:
-
NAME
DATE OF DEATH
REV..)53 (1.80)
. COMMONWEALTH OF FENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
.
(If/.'ltructions on Roverse Side)
Estate of
Olive L. Tarbit
-.
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Pennsv1vania Division of the 1/5 sh. of Remainder
American Cancer Societv
2257 Herr Street
Harrisburg, PA 17109
Central Pennsvlvania Chapter of 1/5 sh. of Remainder
the Arthritis Foundation
11? Mo~"et Street
Harrisburg PA 17101
Ponn, "0 nL r of 1/<; sh. of Remainder
National Mu1tin1e Sclerosis
c~^'o.
R1 "n~f'h P~nn~no" A..nn"o
H::Irri~hllrg, VA 1710Q
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The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV.4:i4'( 1.tiO)
GOMMci:JWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
(Instructions on Reverse Sida)
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SCHEDULE "E"
JOINTLY OWNED PROPERTY
Estate of Olive L. Tarbit
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TOTAL E VAI.UE OF DEPARTMENT
ITEM R
NO. DESCRIPTION MARKET c. DECEDENT'S VALUATION
VALUE " INTE REST IOffici,?/ Usa Only)
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TOTAL THIS PAGE N~,~u
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INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to be
included. List real estate first,
1. Describe all real property as indicated In tbe instructions for Schedule" A". Describe all personal property
as indicated in the instructions for Schedule "S". Include the name, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established,
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest,
4. Indicate the market value of the decedent's interest.
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INHERITANCE TAX SUMMARY SHEET
(!?UREAU USE ONL Yl
File Number ___-2l=.7.9-96.9'L_______
Estate No,"" ._ . ."O;I.;i.ye..L.Tarbit
Dole of Deulh _liov:emlle.!:-'2-,-..1.~'Z2_.__
Sodnl Security Number
.172-01-9114
REPORT OF INHERITANCE TAX APPRAISER
'. the undersigned duly appointed Inheritance Tax Appraiser in and far the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing
return at the values set forth opposite each item in the last calumn to the right in Schedules CIA", "B", IfC", and fiE"
Doled, -1IJ.!g)t~L2, 1980
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INHERITANce TAX APPRAISER
INVENTORY
VALUE AS APPRAISEa
caaE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT
CODE
Real Property (Schedule A)
Per.onal Property (Schedule B)
Jolnt.Held Property (Schedule E)
Transfers (Schedule C)
$
N n
00+
92+
10+
20+
Nn
30+
TOTAL GROSS ASSETS
_____';72,976_ Q5..
Leu D.bts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
<10-
93-
Valuation of life estates or
annultl.,. I.' . I . . I . . . I .
RATE
FACTOR
PRINCIPLE
VAl.UE
CODE
FOR USE OF REGISTER ONLY
T ax on $
CODE
COMPUTATION OF TAX
$
$
$
$
$
6"
"
T QX on $
15%
Tal( on $
Toy. on $
Tal( on $
El(emptions
Total Estate
TOT AI. TAX
INTEREST FROM
BALANCE
TO
$
$
$
Leu Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT INTEREST
--
+ $ S =
+ =
BALANCE S
TO S
S
TAX CREDIT
S
$
INTEREST FROM
BALANCE DUE
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OtPAltTMP.HT Of REVENUE
IUllAU 0' IXAMINAnON
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HARRISIURG,'A 17105
feE T' f (LAST. fIRST. AND MIDDLE INITIAL)
/0 - .:n'f- 9
INHERITANCE TAx RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FILE NUMBER
2]-7Y-697
+
19. IIl1nl 18 I. groator than linl 17, Intor thl dlfforlnco on lin. 19. Thl. Is tho OVERPAYMENT.
A. OChack h." il you aro roqullting a "fund 01 your oVlrpoymlnt.
20, IllIn. 171. groator than linl 18, .ntor thl diff."nco on lin. 20. Thi. i. tho BALANCE DUE.
A. Entor tho intorll! on thl boloncl duo on lin. 20A,
B. Entor thl total ollin. 20 and 20A on lin. 20B.
Mob Chick Payabll tal Ragl"" of Willi, Ag.n!
....BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Under Plnolti.. of p.r{ury, 1 declare that I have examined thl. return, indudlng accompanying schedul.. and .,ot.mentl, and to the best of my knowl,dg, and b,ll,f,
it is tN', correct and compl.te. I d r. that all ft<ll ,lfot, has bHn reported at true marit.t valu.. Dadorotion of p-r'par.r other than the pt;nonal r.prtlentallve II
basad on all informo".on which r rorha. any knowlodgo. Dauphin Deposit Bank & Trust Co., Trustee under the Hill of
B1~ve 1. Tar~1t) ~- 213 Harkct Street (; !2.1}S''.i
SIGNATURE or 'ERSON RESPONSltLE fOR flLll':lG Trtls t ADDRESS ' OATE I
01:ficer I . I PA 17l[)]
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Tarbit, Olive L.
SOCIAL SECURITY NUMIU
Bethany Village
1'. n. Box 66 - Room 334
~l('chani.csht1rpl I'^ 17055
Cou Cllmher I f1l1tl
DATE 0' DEATH
Un known
01. Origl~ol Roturn
DA, UI. E.tato
ovcmber I)
] 979
~ U
wu 3. Remainder Rotur 'I I 1 if
I' cs \C. c
05, Federal E.tot. Tax on 3/29/?,5
Rotum Required
_8, Total Numbar 01.01. d.po.it box..
o 2, Suppl.mlntol Roturn
o Aa. Future Int.rest Compromll.
06. Deced.nt died 111101. 0 7, Decedlnt maintained 0 living trust
A"ach co of Will A"och co 01 tru.l
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAM! ! ADDRESS
(Hiss) E. Lopez, Trust Officer Dauphin Deposit Ilank and Trust Company
mEPHOH'Hl.IMIER P. O. Box 2961, 213 flarket Street
(717) 255 2041
CITY Hnrrishur
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1. Roal Estato (Sch.dul. AI ( 11
2. Stoclcs and Bond. (Schedul. BI ( 2)$68 ,650.08
3. Clo..ly H.ld Stock/Partn.rshlp Intarllt (Schedul. q (31
A. Martgagll and Not.. Roelivabl. (Schedul. D) ( AI
5. Cash, Blink D.po.lt. & Miscellaneou. Plrsonal Prop.rty( 5)
" (Scnedvll EI .
6. Jointly ,Owned ,Property (Schedull F) ( 6)
7. Tran.lor. (Schedul. G) (Schedul. LI ( 7)
8. Total Groll A.set. (totallin" 1.7)
9. Funeral Eotp!n..., Administratlvl Co.t., MilCllllanoau. ( 9)
Exp.n... (Schodull H) ,
10. Dobh, Mortgagl Uobilltlll, U.n. (Schedull I) (10)
11. Total Oedudion. (tatallinll 9 & 10)
12. Not Volu. of Estat. (Iin. 8 minus lin. 111
13. Charltabl. and Gavommlntal Bequo.t. (Schedul. J)
lA. Not ValuOlub act to tax (linl 12 minu.linl 131
15. Amount ollin. lA taxabl. at 6% rat. (15)
Ondud. valu.. from Schedul. K or Schedull M)
16. Amount ollin. lA taxabll at 15% rat. (16) 6 . 000 . 00
(indud. valu.. from Schedul. K or Schedul. M)
17. Prindpal tax duo (add tax from lin. 15 plu. tax from lin. 16)
(11)
(12) 68,677.68
(13) 62 , 677.68
(14) 6,000.00
)( ,06"
)( .15.. $ 900.00
(17)
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Discount
Amount Paid
111: T oto\ Prior paym.nts:
(lBI
(19)
900.00
(20)
(20A)
(20B) $
900.00
SIGNATUlf o. '''E'Aan OTHEPiTHAN REPRESENTATIVE
ADDRESS
DATE
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LAST WILL AND TESTAr>lENT
01'
OLIVE L. TMBIT
I, OLIVE L. TARBIT, presently residing and domiciled at
Bethany Village, Retirement Center of the United ~Iethodist Church
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I Cumberland C~untYI Pennsylvania, declare this to be my Last Will
II i
il and hereby ,revoke all wills which I have previously made:.
,
ITEN I:
--
I appoint Dauphin Deposit Trust
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11 Company of Harrisburg, Pennsylvania, as the Executor of my estatl
as well as the Trustee of any trust created by this will.
IT~M II:
If my nephew, William P. Meshey,
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personal property which he may desire.
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I make the following specific cash
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bequests to the individuals hereina~ter named. If any of thes~
beneficiaries shall predecease me, her gift shall lapse and fall
into the residue of my estate:
One Thousand ($1,000.00) Dollars to Mrs. J. C.
(Jesse) Weirick, presently residing at Bethany
Village, J'.lechanicsbllrg, Pennsylvania.
Two Hundred rifty ($250.00) Dollars to Mr".
Robert C. (Helen) Beard, presently residilll) ,II
R.D. #1, Grantville, Pennsylvania.
Two Hundred rifty ($250.00) Dollars to Mrs. ij.
(Lena) BiShOp, presently residing at 2208
Chestnut Street, HarriSburg, Pennsylvania.
Two' I-lundred rifty ($250.00) Dollars to l'1rs. A. E.
(~lyrtle) Batt, presently residing at 80S :-Iorth
16th Strcet, Harrisburg, Pennsylvania.
Two Hundred ($200.00) Dolla.rs to l'1rs. Ross (r-I"~O:."I
~l."lben, presently residing at 279 North Front
Street, Newport, Pennsylvania.
ITE~1 IV:
If my nephew, i\TilliJ..'11 P. ;'h~...hl{i'
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!I survives my death, I give the residue of my estate of whatever
nature and wherever situate, to the Trustee, ~~, in
accorda.nce with the following purposes and directions:
A. To pay the income only produced by the trust fund
to my nephew, William P. Meshey, so long as he lives.
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B.
Upon the death of my nephew, William P. Mes~ey, the
,
shall be distributed absolutely in manner following:
1.
There Shall be distributed to each of the nieces
and nephews of my late close friend and companion for many
~",,';,
years, Cora Weirick, who are living at the death of my nephew,
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the sum of One Thousand ($1,000.00) Dollars each.
These gifts
II shall have a priority over the balance of the residuary
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benet'iciaries.
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2.
There shall be distributed the sum of One
Thousand ($1,000.00) Dollars to ~Iemorial Lutheran Church, 17th
and State Streets, Harrisburg, Pennsy~vania.
3. The balance of the residuary estate shall be
distributed in manner fOllowing:
Twenty-five (25~S) percent thereof to Bethany
Village, where I am presently] ivin'1, it beintJ
a retirement center of the United Methodist
Church. .
Seventy-five (75%) percent - shall be divided
equally among the following charitable entities:
Goodwill Industries of Central Pennsylvilniil, tne. i
South Central Pennsv1vania Heart Associ"tioll o(
thn Nneric.m Heart Associationj Pennsylvaniol
Division of the American Cancer Society; Centrtd
Pennsylvania Chapter of the Arthritis Foundation;
Central Pennsylvania Chapter of National ~lu1tiplc
Sclerosis .Society.
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F. To allocate receipts and expenses to principal
or income or pa.rtly to each as it deems proper.
G.
To repair, alter or improve any real or personal
property.
H. To distribute in cash or in kind or par:tly in
I
each at v~,lua tions fixed by it. I
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r. To purchase investments at premiums and to
charge premiums to income or principal or partly to each.
J. To register securities in the name of a nominee
or in such manner that title shall pass by delivery.
K. To assume continuance of the status or any
beneficiary with reference to death, marriage, divorce, illness,
incapacity, or other change in the absence of inrormation
deemed reliable, without liability for disbursements made on 'I
such assumpt ion.
L. To add to the principal or any trust created
by this instrument any real or personal property received
from any person by Deed, Will or in any other manner.
1'-1. To exercise all power, authority and db~cretion
given by this instrument .after the termina.tion of any tru:;,t
created herein until tne same is fully distributed.
N. My Trustee only may commingle the assets u~' any
trust est<lte created by this instrument in anyone or morc cor.mon
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~~'t/.ft~ii"'i;""; COMMONWEALTH OF PENNSYLVANIA
,'~ci:If'4:'7t15 /" DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSVI.VANIA INHERITANCE AND ESTATE TAX
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m AMOUNT
Assossmont Control No.
RECEIVED FROM:
r Dauphin DepoI it. J3.~__~_'1'r.!,l,1I t,9P-:l
_'.L.Q.._Box_.19.6L'_____
~G!a:!U--l'..L,--11J.Q1.-.,.-.,
101
900.00
-._---_._.,._..~--_._._-
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ESTATE INFORMATION:
FILE NUMBER 21-79-697
NAME OF DECEDENT TAM T OLIVE L
ij,ST ~~5 MI
DATE OF PAYMENT un. 28,
6 POSTMARK DATE
COUNTY Cumberland
DATE OF DEATH Rov, 9 1979
REMARKS
~TOTAL AMOUNT PAID
900.00
RECEIVED BY
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SEAL
REGISTER OF WILLS
REY.1U12 EX 2/84
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1979
Dec.
1980
Jan.
Feb.
Hay
12
G. Winfield Yarnell, M.D. - professional services on
11/3 and 11/9
Bethany Village Retirement Center - oxygen on 10/22
and 10/23
Bethany Village Retirement Center - balance due on
maintenance
Cumberland Law Journal - cost of advertising and proof of
publication
Dauphin Deposit Bank and Trust Company - service charge
for missing safe deposit box key
18 Dixon's Pharmacy - ethical drugs
21 Bethany Village Retirement Center - Oxygen on 11/3, 11/5
11/6 and 11/7
12
4
Patriot News Company - cost of advertising and proof of
publication
Richard E. Anderson, Register
Pennsylvania Inheritance Tax
Less: 5% discount
of Wills
$
- on account of
1,900.00
95.00
8
Harold B. HcLane, Register of Wills - balance on Pennsyl-
vania Inheritance Tax
RESERVE TO PAY THE FOLLOWING:
Dauphin Deposit Bank and Trust Company - Executor's fee
Paul E. Clouser - Attorney's fee
Reserve to file Account
TOTAL PERSONALTY PRINCIPAL DISBURSEMENTS
REALTY
PRINCIPAL RECEIPTS
"NONE"
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$ 40.00
27.50
250.00
18.00
2.00
97.23
70.00
53.01
1,805.00
66.13
3,603.85
1,850.00
150.00
$ 12,929.00
REALTY
PRINCIPAL DISBURSEMENTS
"NONE"
PERSONALTY
INCOME RECEIPTS
1979
Dec. 6 Interest: U.S. Treasury 9 3/4% Notes due 5/31/81 $ 82.14
13 Interest: State Capital Savings and Loan Association
7 1/2% Single Payment Savings Certificate
due 8/13/81 50.25
Interest: State Capital Savings and Loan Association
7 1/2% Single Payment Savings Certificate
due 8/13/81 20.84
1980
Jan. 3 Interest: U.S. Treasury Daily Repurchase Agreement 34.14
4 Interest: Dauphin Deposit Bank and Trus t Company 5 1/4%
Mas ter Savings 8.79
10 Interest: Dauphin Deposit Bank and Trust Company 5 1/4%
Master Savings 45.11
10 Dividend: A T & T Company 150.00
Feb. 1 Interest: U.S. Treasury Daily Repurchase Agreement 155.03
Mar. 4 Interest: U.S. Treasury Daily Repurchase Agreement 149.87
Apr. 2 Dividend: A T & T Company 150.00
Interest: U.S. Treasury 10 1/8% Notes due 9/30/81 919.07
Interest: Dauphin Deposit Bank and Trust Company 5 1/4%
Mas ter Savings 54.47
Interest: U.S. Treasury Daily Repurchase Agreement 177.01
May 2 Interest: U.S. Treasury Daily Repurchase Agreement 200.06
TOTAL PERSONALTY INCOME RECEIPTS $ ...-bl96. 78
~ I~~R 9f.i 1,ICe ~04
-3-
1980
Mar. 20
SUMMARY
TOTAL PERSONALTY PRINCIPAL RECEIPTS
TOTAL PERSONALTY PRINCIPAL DISBURSEMENTS
$72 ,088. OS
12.929.00
$59,159.05
TOTAL REALTY PRINCIPAL RECEIPTS $ 0.00
TOTAL REALTY PRINCIPAL DISBURSEMENTS 0.00 0.00 $ 59,159.05
TOTAL PERSONALTY INCOME RECEIPTS $ 2,196.78
TOTAL PERSONALTY INCOME DISBURSEMENTS 215.93 1,980.85
TOTAL REALTY INCOME RECEIPTS $ 0.00
TOTAL REALTY INCOME DISBURSEMENTS 0.00 0.00 1,980.85
BALANCE $ 61,139.90
RECONCILIATION ACCOUNT
Balance as per First and Final Account
LESS ADVANCED DISTRIBUTIONS
William P. Meshey - distributed in kind in accordance with
Item II of the Will
Personal Property - Appraised value
BALANCE CONSISTS OF THE FOLLOWING
PRINCIPAL
Cash:
Securities:
$25,000. U.S. Treasury 10 1/8% Notes due 9/30/81
$15,000. U.S. Treasury 9 3/4% Notes due 5/31/81
120 shares American Telephone and Telegraph Company, Cap.
INCOME
$ 61,139.90
358.50
$ 60 ,781.40
$ 13,522.55
24,320.00
14,568.00
6,390.00
Cash: 1,980.85
BALANCE FOR DISTRIBUTION $ 60,781.40
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Per Item IV, B, 2. of the Will
To: Memorial Lutheran Church
Principal Cash $ 1,000.00 $ 1,000.00
Interest per Section 7187 (1) of the
Pennsylvania Probate Estates and
Fiduciaries Code 15.07 15.07
$ 1,015.07 $ 1,015.07
Per Item II of the Codicil to the Will
To: Goodwill Industries of Central
Pennsylvania, Incorporated -
One-fifth Share of the Residue
Principal Cash $ 12,737.99 $ 12,737.99
Income Cash 346.80 3116.80
$ 13,084.79 $ 13,084.79
Per Item II of the Codicil to the Will
To: South Central Pennsylvania Heart
Association of the American Heart
Association - One-fifth Share of
the Residue
Principal Cash $ 12,737.99 $ 12,737.99
Income Cash 346.80 346.80
$ 13,084.79 $ 13,084.79
Per Item II of the Codicil to the Will
To: Pennsylvania Division of the American
Cancer Society - One-fifth Share of
the Residue
Principal Cash $ 12,737.99 $ 12,737.99
Income Cash 346.81 346.81
$ 13,084.80 $ 13,084.80
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3
Per Item II of the Codicil to the Will
To: Central Pennsylvania Chapter of the
Arthritis Foundation - One-fifth
Share of the Residue
Principal Cash $ 12,737.98 $ 12,737.98
Income Cash 3~6.81 3~6.81
$ 13,O8~.79 $ 13,O8~.79
Per Item II of the Codicil to the Will
To: Central Pennsylvania Chapter of
National Multiple Sclerosis Society -
One-fifth Share of the Residue
Principal Cash $ 12,737.98 $ 12,737.98
Income Cash 3~6.81 3~6.81
$ 13,O8~.79 $ 13,O8~.79
Total $ 72,529.~5 $ 72 ,529 .~5
STATE~ffiNT OF REASON FOR PROPOSED DISTRIBUTION:
William P. Meshey, life tenant, died March 29, 1985. Therefore, this Trust now
terminates and distribution must be made to the remaindermen in accordance with
the Last Will and Testament and Codieil of Olive L. Tarbit.
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SUMMARY OF ACCOUNT
Page
proposed Distribution to Beneficiaries
Receipts 3
Net Gain (or Loss) on Sales or Other Dispositions 3-4
Less Disbursements 4-5
principal Balance on Hand
For Information:
Investments Made
Income
Receipts
Less Di.sbursements
Balance before Distributions
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Combined Balance on Hand
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5
6
7
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B
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Current
Value
08/26/85
~ 72.529.45
Fiduciary
Acquisition
Val~
$ 72,529.45
$ 57,352.55
15,339.38
$ 72,691.93
-2,002.00
$ 70,689,93
$ 3,536.69
-379.07
$ 3,157.62
-1.318.10
$ 1,839.52
$ 72,529.45
Fiduciary
Net Acquisition Gain
Proceeds Value (or Loss)
09/30/81 $ 25,000. U. S. Treasury 10.125~
Notes due 9/30/81 25,000.00 24,320.00 680.00
03/09/82 20 Units Fixed Income Collective
Investment Fund 166.90 171.33 (4.43)
07/13/82 73 Units Fixed Income Collec t i v e
Investment Fund 605.95 625.34 ( 19,39)
04/04/84 11 Units Common stock Collective
Investment Fund 102.85 90.50 12.35
03/05/85 2 Units Common stock Collective
Investment Fund 21.30 16.45 4.85
03/05/85 2 Units Fixed Income Collective
Investment Fund 18.06 16.57 1.49
06/13/85 2,142 Units Common stock Collective
Investment r'und 24,088.28 17 ,461.83 6,626,45
06/13/85 4,938 Units Fixed Income Collective
Investment Fund 47,699.05 40,549.50 7,149.55
Totals $ 119,548.90 $ 104,209.52
Het Gain (or Loss) Transferred to Summary $ 15.339.38
DISBURSEMENTS OF PRINCIPAL
General Disbursements
$ 2.00
12/10/81 Cumberland County Register of Wills - One Short cel"tificate
01/29/82 pennsylvania Department of Revenue - 1981 Pennsylvania
Fiduciary Income Tax
15,00
01/29/82 Internal Revenue Service - 1981 U. S. Fiduciary Income Tax
153,00
07/01/82 Russel Gingrich Memorials - Duplicate slant monument for
Oli ve Tarbit
590.00
4
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03/05/84 Pennsylvania Department of Revenue - 1983 Pennsylvania Fiduciary
Income Tax
03/05/84 Internal Revenue Service - 1983 u. S. Fiduciary Income Tax
02/12/85 Pennsylvania Department of Revenue - 1984 Pennsylvania Fiduciary
Income Tax
06/28/85 Cumberland County Register of Wills - Cost of filing Remainder
Return due to death of William P. Meshey on 3/29/85
06/28/85 Cumberland County Rebister of Wills - Remainder Tax per Return
Reserved for Cost of Filing Final Account
Fees and Commissions
Caldwell, Clouser and Kearns - Attorney's Fees
Total Disbursements of Principal
59.00
40.00
18.00
10.00
900,00
150.00
65.00
$ 2,002.00
PRINCIPAL BALANCE ON HAND
Current
Value
08/26/85
Fiduciary
Acquisition
Value
Cash:
-Uninvested
Market Square Cash Manager 1
$ 89.93
70,600.00
$ 70,689.93
$ 89.93
70,600.00
$ 70 ,689.93
Total
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INFORMATION SCHEDULES - PRINCIPAL
Investments Made
10/14/80 1,314 Units Common Stock Collective Investment Fund
10/14/80 93 Units Fixed Income Collective Investment Fund
11/11/80 30 Units Common Stock Collective Investment Fund
06/10/81 1,810 Units Fixed Income Collective Investment Fund
10/13/81 797 Units Common stock Collective Investment Fund
10/13/81 2,332 Units Fixed Income Collective Investment Fund
12/09/81 14 Units Common Stock Collective Investment Fund
12/10/81 772 Units Fixed Income Collective Investment Fund
02/04/83 26 Units Fixed Income Collective Investment Fund
Various
Dates Market Square Cash Manager I
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$ 10,810.80
796.67
246.53
14,999.83
6,394.33
18,645.04
117.12
6,680.19
241.01
70,600.00
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
Per Item IV A. of the Will
03/11/85 To: William P. Meshey - Cash
Total Distributions of Income to Beneficiaries
BALANCE OF INCOME ON HAND
Cash:
---Uninvested
Market Squar'e Cash Manager 1
Total
INFORMATION SCHEDULES - INCOME
Investments Made
Various
Dates Market Square Cash Manager I
8
$ 1 ,318.10
$ 1,318.10
Current Fiduciary
Value Acquisition
08/26/85 Value
$ 39.52 $ 39.52
1,800.00 1,800.00
$ 1,839.52 $ 1,839.52
f.!W:
$ 1,800.00
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LAST WILL AND TESTAMENT
OF
OLIVE L. T ARB IT
I, OLIVE L. TARBIT, presently residing and domiciled at
Bethany Village, Retirement Center of the United Methodist
I I
II Cumberland c"unty, Pennsylvania, declare this to be my L~st
III and hereby revoke all wills which I have previously madeL
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Ii Company of Harrisburg, Pennsylvania, as the Executo,r of my estat<
Church
Will
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I, survives me, I give to him several mementos from my tangible
ITEM II:
If my nephew, William P. Meshey,
" personal property which he may desire.
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I make the following specific cash
bequests to the individuals her~inafter named.
,
If any of thes:e
,
beneficiaries shall predecease me, her gift shall lapse and fall
into the residue of my estate:
,
One Thousand ($1,000.00) Dollars to Mrs. J, C,
(Jesse) Weirick, presently residing at Bethany
Village, Mechanicsburg, Pennsylvania.
Two Hundred Fifty ($250,00) Dollars to Mr~.
Robert C. (Helen)' Baard',' presently residillU ;11
R.D. #1, Grantville, Pennsylvania.
Two Hundred Fj.fty ($250.00) Dollars to i'olrs. :', 3.
(Lena) BiShop, presently residing at 2208
Chestnut Street, Harrisburg, Pennsylvania.
Two Hundred Fifty ($250.00) Dollars to i'olrs. A. Eo
(Myrtle) Bott, presently residing at 805 North
16th Street, Harrisburg, Pennsylvania.
.,
Two Hundred ($200.00) Dollars .to
i'olaben, presently residing at 279
Street, Newport, Pennsylvania.
Mrs. Ross (M~r;1
North Front
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ITEi'ol IV:
If my nephew, will iam P. 1>1l'shp.J..
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nature and wherever situate, to the Trustee, in trust, in
accordance with the following purposes and directions:
A. To pay the income only produced by the trust fund
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to my nephew, William P. Meshey, so long as he lives.
B. Upon the death of my nephew, William P. Mesney, the
!
remaining trust principal and earned but undistributed income
shall be distributed absolutely in manner following:
1. There shall be distributed to each of the nieces
and nephews of my late close friend and companion for many
years, Cora Weirick, who are living at the death of my nephew,
the sum of One Thousand ($1,000.00) Dollars each. These gifts
shall have a priority over the balance of the residuary
beneficiaries.
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2. There shall be distributed the sum of One
Thousand ($1,000.00) Dollars to ~Iernorial Lutheran Church, 17th
,
and State Streets, Harrisburg, Pennsylvania.
3. The balance of the xesiduary estate shall be
distributed in manner following:
Twent y-fi ve (25~~) percen t thereof to Bethany
Village, where I am presently living, it being
a retirement cente~ of the United Methodist
Church.
Seventy-five (75%) percent shall be divided
equally among the following charitable entities:
Goodwill Industries of Central Pennsylvania, Inc.;
South Central Pennsylvania Heart Associiltiun oi
the Am~rican Heart Association; Pennsylvania
Division of the American Cancer Society; Centrill
Pennsylvania Chapter of the Arthritis Foundation;
Central Pennsylvania Chapter of National Multiple ~
Sclerosis Society. ~
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II ITE~l VI: I authorize the Tr1,lstee and any
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discretion and which shall be effective without court order or
approval:
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A. To retain any or all of the assets of my estate,
without regard to any principle of diversification, risk or
productivity.
B. To invest in all forms of property without
~!, restriction to investments authorized for any type of
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fiduciary.
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C, To compromise any clai~ or controversy.
D. To borrow money from any person, including
any Executor or Trustee, and to mortgage or pledge any real or
personal property.
E. To sell at public or private sale, to eXCPall}e
or to lease for any period of time, any real or personal
property and to give options for sales, exchanges or leases all
for such pr ices and upon such terms and condi tions as it d<!ems
proper.
F,
To allocate receipts and expenses to principal.
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or income or partly to each as it deems proper.
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G, To repair, alter or improve any real or persona)
property.
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each at valuations fixed by it. I
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charge premiums to income or principal or partly to each.
J. To register securities in the name of a nominee
or in such manner that title shall pass by delivery.
K, To assume continuance of the status of any
beneficiary with reference to death, marriage, divorce, illness,
incapacity, or other change in the absence of information
deemed reliable, without liability for disbursements made on
such assumption.
L. To add to the principal of any trust created ,
by this instrument any real or personal property received
from any person by Deed, Will or in any other manner,
~1. To exercise all power, authority and di~'cretion
given by this instrument.after the termination of any trust
created herein until tne same is fully distributed.
N. Ny Trustee only may commingle the assets v~" any
trust estate created by this instrument in anyone or more conlnO!
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REV, 1547EX (11-84)
COMMONWEALTH or PENNSYIVANll. ,I NOTICE or ,tNHERITANCE TAX l
0"'''"EN1 OF ""NO' ";".'~, d:,"",',: II APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN 102
BUREAU OF EXA~INl.TION -, ~u.""
'.0, 'Ox "" ' I OF OEOUCTlONS, AND ASSESSMENT OF TAX
HARFl.ISBU~G. PA 1710~ -1...___.._._.n__....'v...~______OATE ..JJ~-30-e5
ESTATE OF TARBIT aLl VE L FILE NO, 21 79-0697
DATE OF DEATH 11-09-79 ___._..............CO!m.l'L.-C.UM8IillLllND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SlIDMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS nr THE ADDVE COUNTY, MAKE CHECKS PAYA8LE TO "REGISTER OF WILLS,
AGENT II .
E LOPEZ
DAUPHN DEPOSJ'r BY. f. 'm
PO BOY. 2961
H8G PA J7]OJ
: PLEASE RETURN THIS
I PORTION TO REGISTER OF
i WILLS IF PAYMENT DUE
r Amount Remllted to Register of Wills
,
c::1,l! _A..L9~!' _1.:Hl~ _L!~E_ .. . , .":,,, .R~T~IN LOWER PORTION. ~o.R. Y9~13 -''!.E..C9.R~~ .~ . _ . . _ _ _ . _ _ _ _ _ ,
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REV. 1547EX (11-84 I
ESTATE OF TAR8IT
OLIVE
L FILE NO.2l 79-0697
ACN 102
DATE 09-30-85
TAX RETURN WAS (Yo I ACCEPTED AS FILED
........--------..---
RESERVATrON CONCERNING FUTURE I~TEBE~T~5E~BEVER~
APPRAISED VALUE OF RETURN 8ASED ON: REMA I NDER RETURN
1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Inl6r~st (Schedule Cl
4. Mortgages/Notes Recelv.ble (Schedutp. Dl
5. Cash/Bank DepOSIts/Mise Personal Propartv (Schedule El
6. JOintly Owned Property 15cheaule Fl
7. Transfers (Schedule Gl
8, Total Assets
J CHANGED
( 11 .00
( 21 68,650.08
( 31 .00
( 41 .00
( 51 27.60
( 61 .00
( 71 .00
181
68,677.68
APPROVED OEOUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/MIscellaneous
Expenses (Schedule HI ( 91 .00
10. Debts/Mortgage LiabIlities/LIens (Schedule II ( 1 0) .00
11. Total Deductions (111
12. Net Value ot Ta): Return (12)
13, Charitable/Governmental Bequests (Schedule J) (13)
14, Net Value ot Estate SubJoct to Tal< (14)
NOTE: If.n ......ment w.. I..u.d pr.vlously, line. 14, 15 and/or 16 and 17 will
r.fl.ct flgur.. that Include the total of JJJL returns a..e...d to date.
ASSESSMENT OF TAX:
15, Amount 01 line 14 taxable at 6% rate
16, Amount 01 IIn8 1 4 tax8bl~ at 15% rale
17, PrinCipal TI): Due
TAX CREDITS:
.00
68,677.68
62,677.68
6,000.00
(15)
1161
.00
6,000.00
X.06=
X.15=
1171
.00
900.00
900.00
PAVMENT
DATE
RECEIPT
n
DISCOUNT (+1
INTEREST I-I
AMOUNT PAID
06-28-85
147175
.00
900.00
L
TOT AL TAX CREDIT
BALANCE OF TAX DUE .00
INTEREST .00
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION 0
OF ADDITIONAL INTEREST TOTAL DUE . D
(IF BALANCE DUE IS LESS THAN .1 OR IS REFLECTED AS A "CREDIT" ICRl. NO PAYMENT IS REQUIRED)
RESERVATION: Estates of decedents dying on or before December 12. 1982 -- If any future Interest in the estate is
transferred in possession or enjoyment to Class B (collateral) benefiCiaries of the decedent after the expiration of any estate
for life or for years. the Commonwealth hereby expressly reserves the right to apprcllse and assess transfer Inheritance Taxes
at the lawful Class 8 (collaterall rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 1740 of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa. C.S.
Section 17401.
Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is lIsted on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident
Decedent."
--Make check or money order payable to: REGISTER OF WILLS, AGENT.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Est.ilte Tax" (Form REV- 1313). Applications are available at the Office
of the Register of Wills, any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24
hour Forms Ordering telephone lines In Harrisburg - (717) 233-3443, in PhiladelphIa - (215l 351-2065,
or in Pittsburgh - 14121 565-3601.
Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions. or assessment of
tax (including discount or Interest) as shown on this Notice may ob ject within sixty (60l days of receipt of this
Notice as follows:
--by written protest to the Department of Revenue, Board of Appeals, P.O. Box 1874, Harrisburg, PA
--by election to have the matter determined at the audit of the account of the personal representative
--by appeal to the Orphans' Court.
17105 OR
OR
PAYMENT:
REFUND ICRI:
OBJECTIONS:
ADMIN-
ISTRA TiVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau
of Examination, P.O. Box 8327, Harrisburg, PA 17105. ATTN: Post Assessment Review Unit. See page 3 of
the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation
of adminIstratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
INTEREST:
Interest is calculated on a daily basis at the foHowing rates:
Delinquent Date Interest Rate
Daily Interest Factor
5/27/43 to and including 12/31/81
1/ I /82 to and including 12/3 1/82
1/ I /83 to and including 12/3 1/83
1/1/84 to and Including 12/31/84
1/ I /85 to and Including 12/31/85
6%
20%
16%
'1%
13%
.000 I 54
.000548
.000438
.00030 I
.000356
--Taxes that became delinquent on or before December 31, 1981 will maintaIn a constant interest rate until the
delinquent balance is paid in full.
--Taxes that became delinquent on or after January 1, 1982 are subject to a variable interest rate that changes
each calendar year.
- -Interest is calculated as follows:
INTEREST ' BALANCE OF TAX UNPAIO X NUMBER OF OAYS DELINQUENT X OAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the Interest computation date shown on the Notice,
additional interest must be calculated.