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No. ,c (.,'~' ..
PETITION FOR PRODATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of 3ERNr,~_,~. ,m'n~(:rw,_ u -
___ __, deceased
Harold n. t-lcLllne, Depuly ,
Ta 'f{ir-'flffrJI 'f3!,/!f,f1PfN3ffl, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania
IS
Petitioner(s) f::IrMthe executor_ named in the Last Will and
Testament of __'{c,J;,I.!.~,_yl.:_,~~~~r '____ _ dated.1",-,1,~~~I~}-,_!9 79
Decedent was a citizen of the United States and a resident of
l~W~'NrP
Carlisle Borough, Cumberland County, Commonwealth
of Pennsylvania,
Decedent died on ~~ turday
_ the ___2~~11__ day of Nover::he_~,_,
A. D. 191':1_, in the County of _,[u_T11J!grlilDEIn---------------,--, State of
J;ennsyl,,_aniiL- at the age of ___68 __ years,
A-Id:J W
Decedent has not been married and has not had children
since the execution of the above described Will,
Decedent was possessed of personal property to the value of
/rIeir/
born to him
Unestimatcd
and of real estate ta the value of
Unestil11c1ted
as near os con be ascertained; said real
335 North East Street, Carlisle, Pennsylvania~
estate situated os follows
/cIr1r1lfJ/
Therefore, your petitioner(s) respectfully appl ies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Dated December 6 ,1979
Name and address ~t::-'1~ @!r~ .
of Petitioner(s) 3~~~ing Poad
carli.sle, Pa. 1 13
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
t-lelvin E. spahr
----_.._-~-~-_._._-.__._-----._---
d. b I' l' b' d I sworn d' I
name 111 a ove app lea lon, e1l1g u y '________,__,______,__ accor 1I1g to aw
say(s) that the statements set farth in this petition are true to the
best of
his
\S'./t
knowledge and belief, ,
,~ /0-.' J!/
m" -"'"'~,":::b:~b':,;b~9~':m' ~7"':~ 1"~
,AI t1 t/ -. '
_~i!J~1.I~--=-i3.-:h1=<~,,\ -- -----
fN:tfC1rt:1 fI./ !AmfJrmrrl R e9 i st e r
Harold R. }Ic],ane, l1eputy
r;ecel1'l,er 6 , 197Q
/t"..) $;/ -';-
Attorney:
r'cory;C' ".
p Sturlrt
--~
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.
OATH OF SUBSCRIBING WITNESS
~MONWEALTH OF PENNSYLVANIA 1 5S:
COUN~ CUMBERLAND \
,
This", ,. "",.., ".~..," ".", """" '''' ,..."."."" ",,,... '"'''' day of.,. .""..." "".",,,,.. '" ".. '" ...""..,....." .....".." " 19".."..,
"-
before me Richard ~derson, Register for the Probate of Wills and granting letters)> Administration
in and for said County of berland, in the Commonwealth of Pennsylvania, ~allY came ."""""...
........................................................ ................................................................... .................................................
::~:::;~~.~:':":.:~.f:=~=::::f...,;tl:'..~:: :.~:.l:~:=".l..:~
late of "",..."'''".."''..''''''..'''''.......''''''''''.....".'''..'''''..,,,.,~..,, ...,.,."."...".." Cumberland County Pa., deceased
who being duly"".""""""".....""""""""." accordi 0 I ~se and say, that """""",,,"""'"''''''''''''''''
:;:~:~~:U::i:h~::O::~~~:::e:::;.,"~.~~~'~~;~';~~~~~~e~~'~;:S',' "~.~~'~~~";~~.~:.,::::::',:..:::::";~~~~~~~~
and Last Will, and at the time J so doing ."..""""""".".".,,....,,""""~~ sound and disposing mind
memory and understandi ~ the best of """.""..""""."""...""."""""knowled:ge, observation and belief,
..."."".."""", "",.""".""",.... and subscribed before
............................................................ ....................
..................................."...............................................
..................................................................................
Richard E. Anderson, Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA ( ss:
COUNTY OF CUMBERLAND \
,..,..,...,"',..,'".,~~.~~.~.r:.,.~.:,' "~,1?~~.::",...",,,. ."".., "..,.....",.,. ....".." ".."",. .."".,,,,,....,,,...,,,..,..,, ....""...",being duly
.""".....~.~!?!:,~"..",."""."...,,,,. says that as nearly as can be ascertained the said decedent ""..",..""...".....,
Verne W. Sweger '
..."...."", ,.."""..,.., ,."""..,..""...,.,,,,,.,,,,,,,. ..."",.."......."".,......".., "..,."...."" .."".. ,.,....".,.."",......"......"..",d!ed on
.""...."".."~;),!;gX.c;!l1y.",,..,,"" the "...."24.l;h..."".....,,,day of ...",N.O.llRmhat;"...""""....""..."" A,D" 19,,7.9.,
at or about "..,:U,Q.9.""...."",........".... o'clock, .1.'..M,
"......"....,.~~.~,:::~.....""...""...."",and subscribed this
........,........"..""...."..""..."."... day of ".....r.~~~,~!I!!:,~X
19, ,Z.~."'. before
1& .. &),{~ /
( .:f't#...,c:..?d.:t:o..............................
'jfO'L~~..13.,:::nf:6:?:~1>..\."...,.......,........,',...
. 1 a E.. ..del Dan, Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND 66:
Before me, the Register for the Probate of Wills and ~l'Illllillg of' I A'U.l'I'H Ilf' AlhniniHll'lIlion in IInd for
the County of Cumberland, personally came ",,,,..,,,,.f':~,9.),,V,!,Il,,,t':,t,,,~illj,1,',ll:,,.,,..,.., ...." ..,.",."",.""""""""",,"
h b. d I sworn d es d I II I :'xl'{'ulol'
w 0, emg u y ".""....................., 0 .."".... epose llll! Hay III 118",:,,,.,,,,,,,,.,,,,,,,,,,.,,,,,."""""''''''''''''''''''''
h I W'II d T f Verne H. Sweger d ,.. -d
oft east 1 an estament 0 "..."........"......""........""""""...""...""""""""."",,....,,""""""""'" eeease
....~:""""..,,",,. will well and truly administel' the ~oodH und chutb~IH, l'i~htH llllll cn,ditH of' Huid deceased
according to law, And also will diligently comply with \.Iw pl'oviHionH of' thl' luw l'e1uling bl Transfer
I h 't Sworn d b ,'b.d
n erl ances, ................,......",.. an su SCII e
before me,
December 79
......."...."......"...."........................... A, D" 19""""....
1li1J1k~1:iYiii""',.,""""""",.,",..,'
Harold B. McLane, Deputy Register
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DECREE
Be it remembered that on the ..........~~~.."". day of' "."""""....,,...n~~.~,IH!,'!i..L....., A, D" 197,9....., there
b d d d d h I W'II 1'1' , \,prne H. S\"c!'er
was pro ate an recor e t e UHt I lllll cHtanwnt of "..."..."................"...?................................"........,
late of "."."..,'''''~f.l.~),L),,(:,'., ,..",,,,,,,,.,.,, ",..."""",.,..., CUI1lI11'r1und County. Pennsylvania, Deceased. Letters
.....,....!,:~,:,~,~,':.I~ ~:~n:........""",,, wI'n' grnnb'd tAl .. ~:~: ,1,Y..i.!~" ,:':.:, ,,:': p:.l,~~:;, ....., ".... '" .."..........,,, ".......",.."",...
Witness my hand and official ",'al tIll' duy und Yl'ur uf'ol'l'suid,
\. Jk,lIQ/' k-)Y1c ?6~"-~...",,..,
, f"""'''''')P}J.;~/jfiiJ~MJsUfjlJilfkD
!lill'OJd P. }1rl.l1ne, Deputy Register
~ ,
" ~l211~,lli!~~W:*i~:;'i}:'">COMI\II()NWEALTH OF PENNSYLVANIA ......
08.6''''''.'''''''.' .. .. .
.~. .' .;i;;:;'I:':;,...:. DEPARTMENT OF REVENUE . ..
'Jlt!'~!::;':;~~;N:)~~~ibALRECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX.
~I,'->.";':"'''':,''~:'::;; .
=u.t
I
S RECEIVED_____
I hm,
I
THIRTEEN IIUNDRED
FIFl'Y &: OOll~-------"'I--------n dollors
represen 109 ennsylvanlo Inherllance or
Estate loIC due from the following estate:
George B. stuart~ E8
(Melvin E. Spahr
3 B. Hane~dr Street
2 ,;, Tax on
$
s
s
s
s I
$
$ 14el.O~
$ 71.05
$
$ '3~Q_OO
,rass
C~1iale, PeRna. 17013
6% Tax on
$
File No. 21 79-720 Dole of Deoth 11-24-1979 15'1< To, on $
Dole of Poyment Febrlial'Y 22, 1980
'Iv Tox on S
Estate Tax, Act of
May 7, 1927
Nome 01 Decedent '!ERNE W. SWEGER
County OWllberland
"PAID ON ACCOUNT"
TOTAL TAX CREDIT
Less five percenlum 01 lox if
paid within three months ofler
dote of deoth
Plus interest at the rote of
_%from
to
Remarks:
lYOO~~~~@[irLl~ SEA L
TOTAL AMOUNT PAID
NOTE: Thi, TriJ1licalO Receipt to be retained for audit pur~018..
Received by
NOTE: In acc.pllng Ihe Iransfer Inherllance laIC on lulure ellotes, prior to Ihe death or Ihe lile I ,(i I no e)
lenanl or lenonl for years, os evidenced by Ihls receipl, il is understood Ihat the Commonwealth sholl H ld B M!.an D t
I nol be precluded or prevented from hereafter Queuing oddillonaJ inherUance tOJ( at Ihe dealh of Ihe -R~~S t er ~ QrCW11i~ epu y
life lenanl or lenonl lor years whenever II appears Ihal such addillonalloJ( may bl!l legally due and Co (Tille)
coll.c1lble for any r.a50n whalsaevlt.
- - - - - - -- - -- - .,.- -.--. -- -.-.- -- -- - --,.. -. ~ .-- -- - --- ..--- -- -----~. ,--- .-.-- - - --- "-- - - --- - --
\
~-I.J-J'O
RCC.;U (4-73)
COMMON\\'EALTII OF PENNSYLVANIA
DEP/IRTMENT OF REVENUE
BUllE,IU OF COUNTY COLLECTIONS
*'
,.9 /. ) C; - lJ (I
RESIDENT DECEDENT
COUNTY OF CIll.;!',I':!,LA,:I)
IMPORTANT,
. -" ----.-.--.--...-
This return must bL' COlllpleted III dclllilllllJ fill~d in duplicate. with 1lIlIIIIlU:hcd, willi the Register of Wills of the
Count)' where decedent rc~idcd; Return is due within lline llIo111h:-> lifter t1i1tc of dealh. unless un extension is granted
by the Sccrc~IlHY of I~c\tclluc. (Sectiun 70.1 of the Inhcrilllm::c lint! Elitlltc Tux Act or 1961.)
--~.__.+
-
110: THE \IA TTER OF TilE ESTATE OF
VERI-lE \-1. SviECER
ISTATE FUl.L. NAME OF DECEDENTl
} AFFIDAVIT OF
EXECUrOR
Xo;\ItJ(~'~XlK
County
Lat, al CARLISLE, c:m1BERtAiID
Stat' al PEl1l1NSVT VMJT A
C:UNBEIll.AND
County 01
} "'
~lOOmX
!',ELVIN E. SPAHR
ollho "Ioto ollh. ob",.oom.d d".d,,' b.I". d,ly ,wO'", d.,o.. S
Executor
and lay S
Decedent died
Novem1ler
24
, 19.1..2-/ fll.tat. leayln; Cl 101' will, copy of which II hereto attoched. }
(YEAR) Ut'RlJ<19'tKX
(MONTHl
Name ond address of attorney or }
other olJlhorlnd repreuntatlva to whom
011 corruJlondenc:e should be moiled.
(DAyl
George B. Stuart
3 S. Hanover St., C:arU.sJe, Pa, 17013
That as such Executor deponent is familiar with the affairs of said estate and the property constituting
I EXECU TO R'AOMINIST R A TO RI
the assets thereof and their [air market value.
That at the time of death there was no safe deposit box registered in decedent' 5 individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
cxcl~plion of the [ollowing: -
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S~FE DEPOSIT BOX
Ban
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
REL.ATIONSHIP OF JOINT
HOL.DERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules
with the exception' of the following, for the reasons hereinafter set forth:
of this return.
That Schedule A attached hereto and made part hereof sets forth fully aod in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death. name of mortgagt:e, dale, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels. the estimated market value thereof
as of date of death of dccedent.
Thai Schedule B attached hereto lIod made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all nwneys left by the decedent at the time of
death. whether in decedent's immediate p()ssession~ standing to decedent's credit in banks of deposit, savings
hanks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down In the last interest day prior to decedent's
death in the case of savings hanks, .lnd to the date of dc<.:t;t1ent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidt;l1ce of indebtedness of the United States It! 111.: dt;-
cedent; all obligations, whether hy. statule or agreemcnt they are dcsignated as tax free, of the United States,
(If :my stilte, or political subdivision thereof. or of any fOTl:ign COlllltry, ",hidl arc owned i1t till' time IIf death;
all wcaring apparel, jewelry, silverware, pictures, books. works of art, hll\lscllOld furniture, horses, carriages,
automohiks, bnats, and any and all other Ilcrsonal chattels of \\hal!.lle\'l:r. kind or naturc. !t:l"t by decedcnt,
tllg~ther with the f~irlY estimated .<ark:c,t valu,e thereof; all hlllllls .antI nHlrI~ilgC!. Ill'ld h~' decedent ~lIul n.f ,all
c1.IIIHS due and owmg dCI.,'cdent at 'he IImc 0\ death, and all pronllssory :llltl'S or otl1l.:r Instruments In "'flllng
fur the paymenl uf moncy of whidl deccdellt died possessed. of whaISile\'l'f nature. with interest thereon, if
any, g.iving the face \';.l1ue and estimaled fair market vaiue thereof, and if !.1H.'h estimated f:lir market value he
less than the facl~ \"itlue. it Sl'ts forth hridly the reasons for su<.:h depreeiatioll a'\ to each item: all moncys
p:lyahlc 10 the l~statc from life insurillll:C policies carried hy dcccdt'l1t: all alllluily and endowmcnt contracts
the procecds of which WCH' payable upon the death of the de<.:cJenl: all ami lhl' corporate stocks and Jividends
due thcreoll and unpaid as Ill' the date of death, honl1s and ill.'':rlIl.'d inlnest thCn.:ull to the date uf dl'<.:cdcnt's
death anu olher invcstml'l1t Sl'l'lHilj,,!. nWl1d hy Ihe dCl.'l'dcnt ;It thl' lillll' of dCillll, wilh the market value lhere-
of ;.1I such time.
JII 1111' f~IlRfl 01' st'ellrlt.l(!~i 01' clo~l! or t'n/llll~' l'ol'pnrllllnrHi, IllI.' \'11I1II'S rl'pnrl.l!c1ul'l! IIR I'flr tiS
)1OMRlhln NllhstlLlltllllpd h~' l'lllllllelll\ Hl.lIll'nll'llts 01' till: I'll 1'J10 f'H I. I 1I11"i, !lllo~lllJ.!. till' 1I~;~l'tli IUlll IJltllllftl(!s
thl'l'l'ol' Ill'i nl' Itll! cIlLtl' 01' dl'nUI. Till' ~;C'Jll!dlll" Itllln !-ll!l~ 1'01"11 l.1I1' Inll'rflst. Ill' dl~el'lIt'III, Ill, fhl! t,lml' of'
dl~llth III I\f\~' ('n-pllrtllf'rshlp 0" husllIlHH., Itlllt III Jolllpplll' I 01' Ill.. "'11".. Ill' slwll 11ltl'rpSI, 1111'1'1' Is 1t1ll1l!Xl!f1 to
Sltl<l S""o<lnl". I'ln''',,'I,<1 S'ltl,'""'"'' .t"",,,,, lI,,' """',, ""d It""IIIlI"" "I' '"1<1 "II-P''''I',,'rs''lp nr 1""ln,'ss.
,I COP)' nl' 1I,,' "n-pnrl''''r''''lp n"r,'''''''''', (II' ''''Ill, II s'll'"'''''''' '''"1''111'",''1, 1I11' '''t'nr.. nl' 'I", n~I''''''''''lttl
togl'th..r wll.ll II SI,Ill.t'Hl(lllt Sl'l.tlng f'ol'I,11 I Ill' f'hHI'IlI!lt'I' of' 1111' tlll',llll'S", IU, IOellllLJl1, Ilnd ~lll~h nUII~r "lIChi
Jll'rl.llllllll~ In till' hIlSIIIl'~'S liS IlIl1r tll' flt'I'lllll!lIl. 101\ 1'1111' /Inri .lll~t lIJ1prlllsHI 01' Ih.. "I'C~l'df'llt's IUI.I'rflst
th~rl~llllllllst hpsulmlll.l.f'd. It should nl!HI Sl.t f'nl'l.Il III .11I'IIII/I'd fOI'I11, I,O~l't.Ill'I' wIth till' I'(llr nllll'J(f!1. \'lIluo
tIH~rnol', IIl1j' (Itlll'l' pro(lI!I'ty nWIlf"!d IIr hOflllf!1l11t1'11 hy IIII' dl'l~l'llr'nt tit tIll' I I lilt' of' tlp/IIII.
Tile Schedu/t' C Ilttflchecl Ilnl'l!to Ilfllt mllcll~ IH1rt Ilflrt!oJ' snts forth II trIm 111JSWI~r t.o t'11(~h 11111I1J,')'
cant/tined thl~rp.in nTHI In the CQ.5C 01' trlltHif\'rs nf'proJl(!rtj', renl or rmrsnnlll, wlthtn two ~'I'llrH of' df!Cectont'R
death, in contemplation of' decedent's (leath, or Int.eluled to 1#lkl! nf'fllct. III possession or cnJoymlmt Ilt or
after den'tll, said schedule sets forth the rtllture lllUI \,,11111" of Stich prrlpC'I't,\', to whom trflJ\sf'/,'rrell, Ow
relationship of the trnnsferees to the flecl'oent, till,' pl'O(lortJonllte shnre reee1vl!/1 hy ('flch t,rJlnsf'f!r~e lHld
all other f'n.ets or n pertinent nlltllre re.a;ardin,u; sniel tr1lf1sfers. In the CIlSI! of t.rltllsl'(~rs tnt.ended to
take effect in possession or en.lo,yment nt or Ilftl~r rterlth, there 1s III So Ilttllchf!fl to the l'icheflllle n cony
of the deed, trust agreement or other instrument creating the trust. Tlterl~ Is nlso set l'ortlt In snitt
schedule n I is t of' nIl propert,y, real Ilnd person III , with 1 ts \'/1] lie, wll lell 'l/l~. St~S II t r1(!llf~.Jfln tIs rlp.llth by
virtue of the exercise by decedent, either inrlivirtually; or .Jointl~' w1 th I\no1.ll('r, or nll~' powcr of' I1pJloint-
ment Vestedindecet1ent, either individually or Jointly, by the will, rleed, or other instrument of Ilnother,
with a copy of the instrument creating such power /lttnched to the 5ch(~rlllle.
That Schedvle 0 attflched hereto flrtd mnde pnrt hereof sets l'orth th~ nllmes Ilwl lutdrf'!sses of nIl
persons beneficially interested in this estate at the time of rleceilf!f1tl 5 (Ienth, t.he nuturl! of' their res-
pective interests, their relationship, if any, to the decedent, tngether with the ages nt tJ\l~ time of
decedent's death of all minors, annuitant.s and heneficiaries for 1:1.1'e limier decedent's W1]I. It also
contains ll. statement showing which of the beneficiaries ntUned in the rtecedent's will, if /lilY, died prior
to decedent, the dates of their deflth, their issue, Mitt the relationship of such issue to the heneficiary.
That S.:/1edv/e> E attached hereto llnd mflfle n part hereof !=iets forth 1111 propert~', "eal nnd per-
sonal, owned by the decedent Jointly with another or others, inclurtillg illtnn~1ble, sl,lllldjn~ In the name
of the decedent find others, plus the date and place of record of instrlUnents ef'fecting the \f!st.it.u.re of'
real estate and the date of acquisition of personfllty, plus the hame, nddress unft relilt_1onship, if nny,
of Co-owners to the decedent.
Tha.t Sc/1edule F attached hereto and made a part hereof sets forth fully and tn cletnll all debt.s
nnd deductions claimed for and on behalf of this decedent's estate, including I'unern] expenses paid;
famUyexemption, where applicable; costs of ndministratlon of' this estate; counsel fees fine-I I'UfHc:l.ar~" 5
commissions paid or to he paid; cost expended for burial trusts, tombstones or gravemflrkers, and reli-
gious services, in conselluence of the death of the decedent; debts llnd claims owing anti lInptt1ci Ilt. time of
deathi taxes accrued chargeable for period 'prior to decedent's death (except those ullowert under Section
051 of the Inheritance flnd Estate Tax Act); together with n statement of collat.eral )lledgerl f'or obliga-
tions, if any. It is 1\greed that the fiduciar~' will present proof of suill claimed ohl1gutioJ\s tlpon re-
quest, that if the llmount actuall~' paid in settlement of flny fee, commission or d,..ht is less thtm the
estimated amount claiming nnd nllowed, that the same will he reported to the He~1ster of' Wills, find th/lt
the amount of tllX llssesscrt cnn he rellssessed in accOrdtUlce therewi t.h.
That the totals of the fipproprill.te columns in Schedules "A", "D", "e", "E", find "F" fiS directecl therein,
have lleen carried fOI"wllrd find properly registered in the Sununnry.
Subscribed and sworn to before me this
~OTE: nf~fore si~nltls!; nf'f'lil,lvJI null,!' surl' Ill} hlllllk sJlllens III t!il' 1If'f'irl/t\'11 IllId scilf'thIJ,'S 1II11lf'XI~c1 IIrfJ
f11lpIl in with dp.tutls fir t.he word "XOllf'". /Llld hi ellSl' tll(' ass(>ts 11ll~llltlf~ 1'111'1' UlloI 1I1l1!slptI st'l'lIrlUes,
securities of' clClse or f'nm1lr eflr)lorltljolls III' Illl 11I1('rl'st ill /IllY 1'f1-pllrlllt','ship lIr hllSllll'SS, Ill/It tile
d/1t/1 fllld strltpmf!IJts rp11lllrl'tl Hndf'r till' p...rll~rllpll nbll\'l' r"Il\lill~ to Seilt'dull' "/I" III'" HI,l.aelll'd. ,\Iso mll~l,'
certldn thlll. ('(1111"'" #1 in tile "SllmHlar~" I],!s ht"'1I prIlJlt'rJ~' ('omplt,tt'd ItS IltJo\,p-dlr"(~lt'd.
IJ 1(,.' df:/ A&./
f3.-{tf.7t-f-~~. %12 ,~/7.",._....__"
fEecutor-lIbi ;:
501 ~?ring 1'-9./1..., "
(Street Number)
c: c 1:"1 isle, ..l'.a,l} OU
(City or Town and State)
'.",'..'"....,,,,,,,'.. /ft:t...,... ..... day of ,,(~uL-.. ....... ........ 19.JHL
(( 1:/ c, ,
1('''i.1f~, '<. \, a,) ~ l ,ell-
Notary 'Pi.1~nc'~ Carlisle, Pa;
My commission Expires March 5, 1982
RCC -36
COMMONWEAIml O'F PENNSYLVANIA
Tfu\NSFER INHERITANCE TAX
SCHEDULE "B"
PERSON AL PflOPERTY
*'
RESIDENT DECEDENT
ISSTRUCTIONS: Thls Schedule must dlscloBc all tangible and Intunglblo porsonal property owned IntJlvldually
by the decedent, nt tho time of his death. Property owned by tho decedont jointly with another 01' othon
must be 111:1ted under Schedule "E". Intangible personal property, t.ltlod In t.he JHlmO of the decedont, but
payable at death to another or others, including but not l.1mltcd to P.D.D. U. S. Savings Bonds nnd tento.-
tive trust accounts, must be listed, despite the fuet that thoy nrl:l not or tho admlnl.storod eNtflta.
Tangible personal proportj' shoulrt be listed first (A.g. .1ewell'y, wearing apparel, household
goods, nnn furnishings, bool(s, pnlntings, automobiles, hOlltH, etc.)
Intangible llersonal property, such as bonds, treasury certificates, caRh on hand and in bank,
stocks, mortgages, notes, together with accrued interest or diVidends, snlnries or wngos, insuranco pay-
able to the estate or firlucial'y in said capacity, partnership interests, interest in anyundiotributed
estate of or income t'rom finy property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should bA ) tsted in this schedule.
I tern ITEl! USIT ESTHlATED DEPAlITMENT VALUATION
NO. l.ist and describe fully VALUE !IAI\KEI' VALVE (Do not write in
this space)
1. Commonwealth National Bank checking
account number 182-892604-6 5,661.20
2. Proceeds sale of household furnishings
and goods. 1,600.00
,
3. TV and one radio I I 50.00
4. Hoffman Burial Trust 1,734.07
5. Baltimore Life - insurance proceeds I 304.55
I
6. Pa. Dept. of Revenue - dividend check I 95.00
I
I
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Insert this to till opposttl' "Pl.'rsollli,l Prop('rt~,Il. Sclll'.Jul t' "II" In X X 9,444.82 'I;'1~If.RJ..;
the "As Hepnrtf~d" {'o]umJl nJl tlll~ last. Pli~(' of' t.h1s rl~lllrn. ~
"
S (Jl ::
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SlIMMAR \'
Rl:lIl Property
I'CrS(lllal I'ropcrty
Transfers
(Sdl. 11;\")
(Sr;ll. HB")
lSI.:h, "l''')
-------~---_.
-------
(jruss TaxlIhle Estate
.--------------.-
, .
~',
(I)
~ ~'~o8~\~'8od)
~ 9.444.82
~
~
~
~ 17 .~44_._~~,___
(2)
(A, Determined)
~
~
~
~
\
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"
f- ."
- Z "
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-" IJJ -".... . ~ '" " -<
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a
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- ., .J
.RtV-4t14l"X-+ (3.60)
.}NHERlTANCE TAX SUMMARY SHEET
(I?_UR~!;lLUSE ONLY)
File Number ____~.gL:u1X_-_
Estate Name ,__ ~-Ii',1I[
eJ_ Z-,g c:> H
M JiA/Ej"-"<
Date of Death__ji.:::_A'i____l'l
Social Security Number ___'u'..
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _~/..M JIJ(f/h11j)
Pennsylvania, do respectfully repo:'t that I have appraised the real and personal property as rep~ihe oregoing
return at the values sot forth opposite each item in the last column to the right in Schedules "A", "8", IIC", and liE"
Dated: --1- I J' .P 0
__,f-lv,o~ /.1 ) ,off ''-''11 ,1)-(1/)
INHERITANce TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
ADJUSTMENTS
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Properfy (Schedule A)
s
00 oat
92+
Personal Property (Schedule B)
Joint-Held Property (Schedule E)
Transfers (Schedule C)
TOTAL GROSS ASSETS
?:2- 10+
">+
30+
/77"1'1__ if'
Leu Debts ond Deductions
(SCHEOULE F)
CLEAR VALUE OF ESTA1"E
40-
93-
Valuation of life estotes or
annultl.s. _ .. . - . . . . . - . .
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
T 0)( on $
CODE
COMPUTATION OF TAX
$
$
$
$
6%
T ax on $
15%
To)( on $
Tax on $
T 0)( on $
I
Exomptions
Totol Estoto
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Less Crodils
DATE OF PAYMENT
AMOUtH PAID DISCOUNT INTEREST
S + S S =
-----
+. -- =
BALANCE S
INTEREST FROM --'~--'- TO _,__ S
DALANCE DUE S
TAX CREDIT
$
~ ~~
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<;) "
~ ~ ~
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z ~ ~
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DISTR IBlITION
Norwood I.. BEtz - Radio and TV. in ki nd (appra ised value)
50.00
Total Distrihution
50.00
RECAPITULATIOr!.
Total Debits
15,362.58
4,399.74
10,962.84
50.00
Total Credits
Tota 1 Dis tr ihution
Balance in hands of Accountant for Distribution
10,912.8/+
t :er;, 97 81
00
~.
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IN THE COURT OF COHHON PtEllS
CUHBERLIIND COUNTY, [,E~SYLVAN1J\
OlH'lV.NS I COWT DIVISION
STATENEN'f OF PROPOSED DISTRIBUTION
OF
MELVIN E. SPAHR, EX1ICUTOR OF THE ESTATE
OF VERNE W. SWEGER, LIITE OF CARLISLE,
CUMBERLAND COUNTY, PENNA., DECEASED.
The balance in the hands of the Accountant for Distribution
as appears by his First and Final Account is ............. 10,912.84
Total
10,912.84
+ 50.00
10,962.84
Balance for distribution as s'lQwn above
Distribution made as shown in First
& Final Account
Leroy R. Kelley &
Evelyn R. Ke1ley-
real property 335 N.
East 3:., Car1is1e,Pa.
(appraised at $8,000.)
Rev. Robert Smith
cavalry Road Church
of God
B. Marion Su10uff
Pearl Diven
Edward M. Cooper
Norwood L. Bretz -
radios & TVs:
radios sold at sale
radio &TV(appral~
LESS:
DISTRIBUTION
Bequest
% of total
Bequests
Total
avai.Lable
,!ot"b i
Dlstrl ut on
Apportioned'
Distribution
8,000.00 .6630612 x 10,962.84 7,269.03
1,000.00 .0828826 Yo 10,962.84 908.63
1,000.00 .0828826 x 10,962.84 908.63
1,000.00 .0828826 x 10,962.84 908.63
500.00 .0414413 x 10,962.84 454.31
500.00 .0414413 x 10,962.84 454.31
15.25
~
65.25 65.25
12,065.25
Distribution made
.005408
x 10,962.84
59.3D-k*
10,962.84
- 50.00
10,912.84
to Norwood L. Bretz
*-I1Jorwood L. Bretz has received the radio and TV appraised at
~50.00 in kind and $9.30 is the balance of the apportioned
distribution due him. .. (l"1 '.""
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'~"'i lLI,r'.U;;l..l{;~
.-',', h', ,., _ ,..-
OF THE. PHOTHOHOT~RY
CUMBEHLMID coUNTY
PENH$i'lVANIA
JAN 6 8 12 ~H '0 I
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nr- ",'"
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OFFICE OF THE
REGISTER OF WILLS
NO. 21-79-720
STATEMENT OF DEBTS
AND DEDUCTIONS
DEOUCTIONS ALLOWED IN -$'I
1-1'( I rl -
THE SUM OF I ...:.l~A-
.." moo... 1Jr~:I.1 'Li'<'
( , .
" i< I ,\;:-'j, "-
--Ul(~~WI '-"^OE"T~.~
___~'l-----------
REV"411!! (B-78)
OF CIlMRERT,AND COUNTY
AND AGENT OF THE COMMONWEAL TH
j'(,.J ,'r..[ /-> /"il')
I
ESTATE OF VERNE W. SWEGER
, '
I) ,II.
DATE OF FILING APPRAISEMENT <L"'~:1'
LATE OF CARLISLE
----_._-~
-
-
OATE NO, OF NAME OF PA YEE REMARKS AMOUNT
VOUCHER
- ~-
1offman- Roth Funeral Home Fune ra 1 expe?se 2,188 00
,- --
kelvin E. Spahr Reim. for Letters 26 00
1---
Cumberland Law Journal ,_,A d lI.a:t is in_g Letters 18 00
- .,
~he Evening Sentinel Advertising Letters 20 15
-- -,
Jarlisle Hospital Check honored after death 3 90
~orest Park Nursing Home Check honored after dea th 623 25
Forest Park Nursing Home Balance due 460 00
~ames R. Humer Claim 53 00
-
ames Line, Tax Collector Real estate taxes 193 66
, Spahr Reim. of expenies 2n nn
. E. out-of-pocket
~ero Oil Oil bill 184 15
-
PP&L Electric bill 36 80
!Borough of Carlisle Water & sewer bill 20 12
Belvedere Medical Corp. Balance 2 00
'el Spahr Agency Insurance 65 00
-- ~or-ze B. Stuart Attorney fee 872 24
---
kelvin E. Spahr Executor fee 872 24
f---'
Closing & filing costs 100 00
-
,.,- ----. Tnt'" ~ "''''R I~'
,--,-- -.-...-
-- .--.------ ---- ,
- - _"_~:j==~~__==o====~ .-.J
1,\" Vi 8'1 DATE OF DEATH November 24, 1979
COMMONWEALTH OP PENNSYLVANIA \
COUNTV OF___ CUHBERLAN~ SS,
I, __________,M~N.JL._SP.AlllL_______,_ HEREBY CERTIFY, THAT TO THE BEST OF
MY KIWWLEDGE MID BELIEF, THE FOREGOING 15 A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND
EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF VERNE W. SWEGER
DECEASED, AS DEDUCTlCNS FOR INHERITANCE TAX PURPOSES. /) ..
.A/>/:./
'>(C'tiil
DAY OF
&3'
/'
. .y-<:Ih
/
_ (L.S.)
., !.
~ I r
Notary Public - Carlisle, PD.
My commission expires Harch 5, 1982
~'
'_J
I
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:, _____'_''_____.' _';__ .1 _,________ __,______
- ~\. \ ,1)._ ;',,)j.:: ,j. .
\ ;I,:nJ!.\:d-.Jv-+-,-- __:\;--_ \ \__I_L._~;__._
<, ) I ,\(J,4"2-.j2---~1l~J~~J:.-:~---':-~---~)
: , ;11 '.\ " \f\ (/
t. ";,"~'"f-~-(; --- :-'-':~~I)~; ~
_/ \. (~t^^...U. \. ..-
OFFICIAL NOlICE OF
IN'jERITANCE TAX
ASSESSMENT
*'
ACC.B4
''''7)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
For County Inforrnation purposes only
')1 '/1 '/-'., "
COUNTY FILE NO: C\ '. .},:: "" u
) d I"~ 1/ /"'-11
DATE, ;,:~~ - 1(\ {I
ESTATE OF 'Ii, '0 " ,(IJJ)/d~-Jil...'
-_/~~ }dl)
:'::::OF '~', Jf',YI' 7~r-
DATEDFDEATH'\:t,'\ .?IV 1(:)'1((
TO:
---------------------.--. -.------------ - -- - - _._- - - - -- - - - - - - - - - - ---- - --~. - --- - --
App"raised Value of Estate:
Real Estate
Personal Properly
Jointly Held Property/Transfers
$ ?, ,)!) ,) , J ()
.--'J / 1/1/_ ~ ,~
Total Gross Estate
$
) 'I IN 1/-, ~'~
,
Tolal Approved Deductions
~.-;
I:;, ':: 7, ~) I
Clear Value of Estate
$
J/, ... I) 'n, -3/
Less: Approved Charitable Exemptions
I ()UO,i)!..!
Amount Taxable @ 6% Aate
$ /0 r)r7Ic.,-.JJ
$ tax due $
/0, '7')b, 20/ tax due
Clear Value of Estate Subject to Tax
lc~s Credits:
DATE OF PAYMENT
(
",r-_TO:.AL:Er~S:':;VAN~,.~NHE;IT~NI7E I~: YE $
{.,j'jsJ . _
DISCOUNT INTEREST TAX CREDIT / ~ J
I b / 0,.1/ S
/ C:, Ic'. w;;
Amount Taxable @ 15% Rate
(I ;-
AMOUNT PAID
'/"-/-3
~-:'d';'J. >iJ
$ /350, ,) r!. + $ '7/.' \:)'
L___
~llj- J..I (}5'
(} ,/ d r. I
) 'llc. <(
+
=
) 0 (~ -A
+
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
r;;d
$( :1
~.~
Interest will accrue at the rate of
Inheritance tax from
SIX (6) percent per annum on the unpaid balance of
_ ____~__~_.__~n to ,Ihe }d~t~ of paym:~1. ,/'
"''Ii' ((-" , I
Asscssedby:__ S !/:~ '"- ..... .:,./V\\..t/~ .QI:,
. j_;;nlI0f':jomrOnWUjahh, )1' {J~Ji\
\ /--.l""(A.'.:'VC\ \,- ()) \. I
..' \ \ .'., '- Iii
SEE REVERSE SIDE fOR INS1RuCnONS \-1 1/
r;r.C;!~)TFI-; cr \'jILL'~; COpy
IN~;T Hll(.ll() N ,;
10 1t1',lJrf~ p'flJlt'r I"":' t.., \i"-" ,I:' ,.111l'1 HI' IV'I."
l_~d on Ihl' r!ll'r:k ,-,I !l'lH,'~',' <:I'kr
. . . '" . ~ I II '
ii, . t.. ": 1I Ii 1 ~
1!;1~. :ic;',r~~_.in1>'I'\ ", 1'~,l'i,'
19G 1 (n_ I:' ~ ),~ i'l i'DI\)
:'/if,:
.,.
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',\111"1\:",,'1'
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"t
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dlscounl (If i".'\! (iJ! pL'I("I'o1ll~ JlilJ'I,'(_d (/:' f"
. ,'~
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Inherl!ClIlC,' );''-, (,lll1~r 11\,'11 (~I;( '.'il ,i-:'
;;,
:il"'-'\)'
. do' "d.
1 ~; i,' I!, " C, ,iI: 1 ;1 T1 rl l ,; LOJf, t~:i
de:inqlJOnl ,11 thl: ~:~pl,,,II(1f1 (\t 'l)r:..~ I!.~ !P(iI~11 ,ft':1 I'." '!',I,(j, " \~ ,,,, :/;' !'L.; , :;,lHI"III\ Ifli;"'''d~l(',~
Tax on i:l tulure ,!llen's1 IS pily;tlJI1~ within I'\ft'(~ i:n nie>l1l1l ;dl.'r 1\1" IF,ll,sl,'( 1<'k,'~; l'!II~':1 If1 p"',',",' "nj) ;I(H1
cnjoYlIH'I'\ ;lIHJ I ~. r! ( ~ , : I \(1 ~ ).-, n I 1!t;;I:',J:(I'f (/:. I' >1; : , ., " ., .k
" "
on Ill'., t ;H~O of 'd'!:, ';(dn, U tllU I; 11t.~ (,1 " :\I,!: Ii ; 1'''' IF, , ' ~ 'I c,'_,: "J II,' 1,,'1; ..<I' i ~;
\"",",' ",'
", ,;,,:.nq','.-,',; U l\" !l1,',','11
"'i.,I',;!!.,"
- ------ -- - _.~ ~_.- --..- ~
1 month .005 ., 11\\ \f t\ ~ I:> ();'(: ,".\.""
2 monlh$ 010 ~; Tl1l; ~ 111 ~ " ~j ;'_~) .,. .,tl
3 months 01!) ii Ill()~lths O:id ", " ' J 1 ': ~ ,
1 days (lOJ1',' " 1 (;: . :~
2 da'l5 . ()('J3.1 1:i ILlY!. ",':' ',I";
3 days ,OOO~l '/-' \'.' 'J
4 d:1YS O<YJfjB \,1 (,ay', ",1.,,1.1
5 day~ .0(,035 ,:'J dl''''S :",l:"J"
6 d:JY!;; (Xl1')] h; d'I',' ,,'\;/'
7 days .001 18 ]) ,j.I":, u,):~J,;l
8 daVs 00135 1(J '. " IX) ~'-'l
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