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HomeMy WebLinkAbout80-00026 , . ~ :, " ~ ~ ~ " CIJ , . . CIJ 0.:1. III ~ a~ 0.:1 I ~ I-f :a 4';) (\1 0 '0 00 . - GJ N ... ~ D In . M :! 1;; III No, 21~80 ~ PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of ISABEL _R._,IJ31tCJL ___________, deceased. Harold B. McLane. Deputy To n;G1,ll.1 d C. 'p,RserSsn, Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvania, IS Petitioner(s) .af.e=the executoJ;------ _ named in the Last Will and Testament of Isabel R. Ibach __________ dated March 17. 197,7 Decedent was a citizen of the United States and a resident of =I.QWIl5hjfl= Borough, Cumberland County, Commonwealth Mechanicsburg of Pennsylvania. Decedent died on Saturday. the 12th doy of January A. D. 19-so-, in the County of -Cumbar-lal1d Stote of Pennsylvania at the age of 71 years. i<l0S ~ her Decedent has not been married and has not had children born to =i<lim= since the execution of the above described Will. Decedent was possessed of personal property to the value of Undetermined and of real estate to the value of Undetermined as near as can be ascertained; said real estate situated as follows 221 South Market Street , Mechanicsburg, Cumberland County, Pennsylvania =sw!y, Therefore, your petitioner(~}, respectfully appl ies for the probate of the said Last Will and Testament and for Letters Testamentary therean. Dated January 15, 1980 Name and address THE COMMONHEALTH NATIONAL BANK of Petitioner(& " /,' " 1'-&4<' eV" rust Officer 1'0\0 e.tOilK CtJff" ()( ,-10 ~.",1], 11...,-1<. t: "'l"rl'~ C'fttnP idT'/l, t/J 17 0 I I ..p. O. Bex 1010- -Harri36u~, Pa. rrr08 COMMONWEALTH OF PENNSYLVANIA t ss COUNTY OF CUMBERLAND Lois B. Copeland, Trust Officer, The Commonwealth National Bank, named in above application, being duly say(s) that the statements set forth in sworn _ according to law this petition are true to the Sworn-.tQ and knowledge and belief" ',', c..~, L: :.....?' '.d 1/ ~ subscribed before iJ<b )u X_6-1t-Hl-ll' ..> best of her [--:, e/. Filed; cJ/-ElJdl G~ January 16. /c..')-.2~/-1 1980 Attorney: Hilliam L. Sunday " ,- ,. T-AST WILL AND TESTAMENT I, ISABEL R. IBACH, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be rny last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time hereto- fore made, 1. I direct nlY Executor, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of my last illness and burial. 2. I give and bequeath thirty (30%) per cent of my estate unto Trinity Evangelical Lutheran Church and St. Mark's Evangelical Lutheran Church, both of Mechanicsburg, Pennsylvania, in equal shares. 3. I give and bequeath twenty (20%) per cent of my estate unto Mechanicsburg Area Public Library, Citizens Fire and Rescue Company No.2, Washington Fire Company No.1, and The D. W. Seidle Memorial Hospital, all of Mechanicsburg, Pennsylvania, equally, share and share alike. 4. All the rest, residue and remainder of my estate I give and bequeath in equal shares to the following: Trinity Evangelical Lutheran Church, Mechanicsburg, Pa. St. Mark's Evangelical Lutheran Church, Mechanicsburg, Pa. Mechanicsburg Area Public Library Citizens Fire and Rescue Company No.2, Mechanicsburg, Pa. Washington Fire Company No.1, Mechanicsburg, Pa. The D. W. Seidle Memorial Hospital, Mechanicsburg, Pa. The Salvation Army, Inc., Carlisle, Pa. Harrisburg Area Chapter of The American National Red Cross Pennsylvania Association for the Blind, Harrisburg, Pa. Cumberland County Unit of the American Cancer Society Harrisburg Area Chapter of the Diabetes Foundation The Central Pennsylvania Chapter of The Arthritis Foundation American Bible Society Foundation for Christian Living ... z ~ ~ .( ... p:: CfJ u a ~ ll. ~ ...: z.:i . ... ~ :J ~ t.'l H U) , III ~ (:\ ~ z :;) ~ r:<: j , ;; m .. ~ Ul w u ::l ....:I :E Z ' - ct~~Z ~ o .; H ~ - ~ ~ :t :;: ...: .J < u CfJ :::! w ... H :: :E CfJ j , I OATH OF SUBSCRIBING WITNESS COMMONW~~AL1'H OF PENNSYLV ANI A I ss: COUNTY OF CUMBl~RLAND \ This,.... ,." ...."l~.I;:,1:l........,...,',.....,..,....,"'........."'." day of ",....',.... ""..,!.\\n~,\\~y....,..,.... .."""""...., A, D" 19..~,9." Harold B. McLane, Deputy before me R:J.... d E. Au!. I , II , Hegister for the Probate of Wills and J.:!':Int.inJ.: letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ..",..,.,...,........w,:iJ.),.J.am,.L,."..s.!,I);l.Q!l.Y..,!l,'0.Q,.,M!'!.. ,?.\, ,.?'i),gy, ".""."".,."""",.".""".,',..,"',.,.".,""".,."""",,'" the subscribing witnesses to the foregoing instrument of writinJ.: purportinJ.: to be the last Will and Isabel R. Ibach M h 17 1977 Testament of ...........,.........,....,.., ....""........"......."."........,..,......,........,......".... Dated .." .,!-,~~." ............................ late of .........................B,aro,ugh..of..M.e.cb.ani,c.sburg".......................... Cumberland County Pa., deceased who being duly ..,s:w.arn..........................., according to law, depose and say, that ...they...we.r,e................ present, and saw and heard the testat;r,il>......................., ..........lsabel.,R...,Ihach,....,.......................... sign, seal, publish, pronounce and declare the said instrument of writing as and for h.er.......... Testament and Last Will, and at the time of SO doing ................she..........................was of sound and disposing mind memory and understanding, to the best of ..............theiJ:.....,...............knowledge, observation and belief. .......................Sw'OJ:u..to...... and subscribed before ,..2~a:...~,....L..~47., .................... .. 1 (' L j-- .... .ly..t~ .<. ../.~....;.. ...:..;.~..r,:,.~;'g.. .................... ,. ......... qJ ~ i' ,/ .... - ,. " N1 "',' ," >-"C" .,\',._,_...Deputy ........J..... .~..:t::".l),/.,...,',.. .....~.......,...."...,......".. R:..L.....a E. Aud.:..~JL, Register .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA t ss: COUNTY OF CUMBERLAND \ Lois B. Copeland, TJ:ust Officer, Commonwealth National Bank ' ...... ..... ...,....', ,. ,. ,..,.... ....., ......" ,., ,.,.", ,........",.,. ,...,.." ,.,., ,."" ""..,.,.,., .',..", ,.,....'" "., ,.", ..." ......!, ,. ,. ,..,.'" ..bemg duly ......................s:wor.n...,......... says that as nearly as can be ascertained the said decedent "......................., ..... .... ,....., ,., .,.....,..., ....... ,.....", :L.$,all,~.~ ,..R..,. .J11 !,!,c;,h", ",",' ,.,., ".,...,..,." ......., ,." ,."".,.",.. ,.....,. ,....."., .........died on ............Satur.day.,.........,...... the ,.........12,t.h.....,.......day of ..........,J,an1,1,a);y........................... A,D., 19,~9.., at or about ..........?..'}~,..,..........,........ o'clock, ~.:M, ..............l.5.th......................... day of ..J,!!r..\HiI,Y.".... 19, ~9...., before ~') ,/~., /1 / ,,' '::..,' A, ,(~~..,.!:?," "(""'1;,.I:(l~!.{~.." ............ ............,Sw.0..n"tQ..................."and subscribed this .1L~.~,c.~}:." t ..:...".\ \), ,." ". ,( I.,., ...,..",. ..l>lO!,~~.t.Y. R~",luud 1:. Al.d~loRn, Hcgister 1 ^ r- ,..,) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY 01< CUMBERLAND SS: Before me, the Register for the Probatc of WillH and granting of' Lcttel's of' Administration in and for the County of Cumberland, perHlll1ally camc h-9.t.~...!1......C;;RP,~t'!,n4."..IJ;.\Hj,t..,RJ.U,c;,~);'",.......................... The Commonwealth National Bank, who, being duly .....?~.<?F.!'!-............, do ~,~...... depose and say that as....,Ex.ecutor......................................... Isabel R. Ibach, of the last Will and Testament of ,.................................,.................................,............,.......................deceased ' .........:It........... 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. .....SW0J;n...to..... and subscribed before me. ................J.~m,l.~DT..).~.,............... A, D" 19(\9........ ,jJ(<<~,~~.~..:lq.~".,ch,~s",...,....p.,~l?~~y . l.~~J E. 4A_R'8orj]1~, Register ...".~"..d.....dr~f..~:............... .................................................................................. :.e .. 0: :(lJ 00: 00 :t'e a> .(lJ :" ....., :(lJ :0 :r;: U. U: N: ..:: 00, ~: .0: 0 H: *: .-I: ...J ~i ..>: 10 0 :>,: 0 \.<: N ...J ...1: '" Ill: I ~: - . :::I: 0 ~: - 00 - ..:: ~ v: c::: I $ tJ'J: Eo< , Ill: .-< H: Q [ii: ",: N .~ 0 'tl ",: (lJ CO 0 'tl <1': I Z .. M: - 0 *: N .s " (lJ ~ .. ~ 'tl 0 'tl (lJ Q ro - Z ~ .~ ttl p... r:r.. DECREE Be it remembered that on the ........~,~.~~~....... day of .................~~.J?:~~,:.r................, A, D.,19 ,~~..., there was probated and recorded the last Will and Testament of ......;,~~!?~.~...~.~...;~,~~?...................................., late of ............~~~~~.~~~.~.~~.~';l,.......................... ......., Cumberland County, Pennsylvania, Deceased. Letters .......................~.~~.~~.7,~~,~~~.... wcre granted to ........,..........,~.~~~~~~~~.~~~..,~~,~~~.?~.~...~~.~~........... Witness my hand and official seal the day and year aforesaid,. ) . " ' . '<!I /i r.., r(1) . ",(,l, ,t:~"\...,, ,i,:, .,;;",...,[ /. ,(.:' ,:1jr.:""",;~", :~.~~~.~ y H....},... J. E. . ...a~. ",,1., RegIster. R~V.455 (I'dO) CdMMONW!;AL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT _-'I ,J i j (, SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of Isabel R. Ibach Date of Death January 12, 1980 WHEN CLAIMING THE FAMI l Y EXEMPTION, COMPLETE THE FOllOWING: Claimant NONE Relationship to Decedent File No. ITEM DATE NAME OF PAYEE I REMARKS I AMOUNT NO. 1 Jan. 15 Howard R. Cohen MD Professional Services 70.00 2 17 J.J. Skelton & Son Statement 133.25 3 23 Carlisle Radiology Associates Professional Services 45.00 4 ?~' . ",,' c <:t 11 1~ 5 o? ,.,' I ^ fl>l>. ~ ~""H. ' h?nn 6 ?Q r" .nn Law Journal Estate Noti ce 18.00 7 29 Ada A. Perry Witness Fee 10.00 8 31 Pennsylvania Power & Light Co. Statement 7.38 - 9 Feb. 1 Reaister of Wills Short certificates 4.00 10 1 ? Flnun" n___' -.. Snow Removal 16.00 11 12 Marie M. Naugle Inspection and Tuning harp 150.00 - 12 12 Grossman Cohen Assoc. Professional Services 35.00 .,- 13 12 J.J. Skelton & Son Statement 128.03 ,- 14 12 U.G.1. Statement 3.39 oa-.._ 15 12 Myers Funeral Home Funeral 2,996.50 . - 16 12 Lester G. Conner Real Estate Appraisal 100.00 '.'. - 17 12 Bell Teleohone ComDanv Statement 13.47 18 14 William E. Mvers Piano Appraisal 25.00 . . - 19 . D.h'iat & E"e~i~9 ~e'tJs nntirl> 4R. Qq _ _ -- 20 19 HolY Spirit Ha;pital Professional Services 219.0D - -' - 21 21 J.J. Skelton & Son Fuel oil 176.71 -z2' .. ,- on Dm""r ~ L inht r.o. Electric Service 6.23 23 March 4 Mechanicsbura Water Companv Water Service 19.23 TOTAL THIS PAGE I Continued Claimant's Address I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. SIC"iNATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT PERCENT. REGISTER OF WILLS DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t'" '" tl (") ~ trl ~ ~ z ;J> 0 0 <r> C'l n c:: tl ~ Z ::: Z t"' trl trl ~ Z :<l 9 - 9 t"' Z Z trl ..., trl ..., z 9 9 ..., -< <r> trl - <r> Z 0 <r> 0 .., 9 't1 'tl l;ll ::; ~ 0 - "%j 0 "%j - Z (") - ;l> t"' c:: ell trl 0 Z -< -< ~ trl trl ~ ;l> ;J> :<l l;ll INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. REV.455 11-80) CO~IMONw'eALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS '*' , , , :' i~ ;II" ~;. \ Estate of Isah~l R. Ibach Date of Death ,January 1? loRn FileNo. WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: 21-80-26 Claimant NONE Relationship to Decedent Claimant's Address , ITEM I REMARKS I AMOUNT NO. DATE NAME OF PAYEE - 24 March 4 Will i am Hell inoer Statement t A7 ,R7 ?" 10 Bell Telephone Comnanv Telenhene service 7 ~I; 26 14 Flovd N. Barrick Snow r~mova 1 11; nn 27 21 FHN Associ atp.s Inc. Professional services 17? ?n 28 24 JJ Skelton & Son Fue 1 oil 31.83 29 24 The Commonwealth National Bank Liabilitv Insurance 11.69 30 31 Pennsylvania Depart. of Revenue 1979 Income Tax 33.98 31 31 Pennsvlvania Power & Lioht Co. Electric service 5.20 32 31 Flovd N. Barrick Snow rpmov" "Q nn 33 1\pril 2 Bell Telephone Company Telephone service 7.36 34 7 Mechanicsburg Borough Sewer and Refuse 31. 80 35 ~av 12 Harrv M. Wimmer Commission on sale of household ooods 1 390.92 36 12 Harry M. Wimmer Commission on sale of auto 100.00 37 16 Reqister of Wills Fi li no fees 33.00 38 19 Bell Teleohone Comoany Teleohene service 2.56 39 27 Pennsylvania Power & Light Co. Electric service 4.99 40 une 2 Mechan!esburo Water Comranv Water service 19.22 41 2 Wimmer Auction House Auctioneer's Commission on household goods 1,060.40 42 24 Edw'rd Dol son Cutting grass 42.00 43 26 Pennsylvania Power & Light Co. Electric service 3.80 44 uly 11 Register of Wills Short certificates 2.nn 45 14 Cumberland Countv Recorder of Transfer tax Ann nn Deed s TOTAL THIS PAGE I rnnti ~..^~ I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. SIGNATURE OF ATTORNEY/FIDUCIARY DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT PERCENT. REGISTER OF wILl.S DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. r' '" tl (") ~ trl ~ ~ - ;J> 0 0 <r> Z Cl n ~ I:l ..,. Z ::: Z t"' trl trl ~ :<l ;J> 9 - 9 t"' Z Z trl ..., trl .., z 9 9 .., -< <r> trl - ell Z 0 <r> 0 .., 9 't1 't1 l;ll ::; ~ 0 - "%j 0 "%j - z n ;; t"' c:: ell t!l 0 Z -< -< ~ trl trl ~ ;J> ~ :<l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. RGV.455 (. ~80) col.tMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS .'" , \ ~ , " ' - Estate of Isabel R. Ibach Date of Death January 11, 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: F'! N 21-80-26 Ie o. Claimant NONE Relationship to Decedent Claimant's Address ITEM . I NO. DATE NAME OF PAYEE R EMAR KS AMOUNT 46 JIIlv 14 Morl - ~ 'n~ Dof'"co ? " I 47 14 Harrv M. Wimer Allctioneer's Commission nn Opel Rnn nn , 48 17 Rpnister of Wille Fil i nn 1'00 I; nn 49 ?n OMn,,,1,,,n4" Dn','o~ ~ 1 4~". r^ 1'1 . c^~.' . nn ~n Aug. 6 Mechanicsburg Water Company Water Service 15.58 - Reserves " 51 The Commonwealth National Bank Executors Fee 7 339.00 52 Willi.m I C"n~'" Attlwnov' e >po , I; Q71 nn 53 Clos;nn costs .., l~n nn . - . -- -- I - TOTAL THIS PAGE I 22,968.50 I hereby certify that to the best of my knowledge and belie! the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. The C m onw alt National Bank .B 'J-I/.ff(J IGNATURE OF ATT NEY/Fl0UC1ARY DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT PERCENT. REGISTER Of WILLS DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t'" '" tl (") ~ trl ~ ~ z ;> 0 0 <r> C) n c: tl ~ Z ::: Z t"' trl 0 9 t"' 0\ trl ~ Z :<l - II) Z Z trl .., [Tl .., z 9 9 ..., -< <r> [Tl - ell rr"l Z 0 <r> 0 .., 0.. 9 'tl 'tl ~ ~ 0 a;, "%j I - 0 "%j - ~ Z t"l - ;l> t"' ~ c: ell trl 0 Z -< -< :< trl trl ~ ;J> ~ :<l INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed. indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. " ,~/- ,<?o -c:Lr/-' Inventory of the real and personal estate of I sabel R,_J!J,a_cJL_____u_ H . deceased. ._ ____.._____________..___..__. _....__"__... 0__ _.._ _...._.--,_,__.__. .__.___u____ . ._______.,. ..m._.__~__..____._____ .___...____.......___.__.........._u_m.__._______..__...______. .__ _,______. ,_____'___"__m_'_ .-....-..--- Real Estate 1. Property situate and known as 221 South Market Street, Borough of Mechanics- burg, Cumberland Couty, Pennsylvania, being a 2l, story brick and frame single family dwelling. Recorded on Deed Book Volumne Page Sold at $ 40,000 00 TOTAL REALTY $ 40,000 00 Tangible Personal Property 2. Household goods, sold at 3. Automobile, 1973 Ford Sedan, sold at 4. Lyon Healy Harp, sold at 5. Steinway Piano - appraised at Intangible Personal Property 6. 166 shs. American Telephone and Telegraph Co., common NYSE at 51.84375 7. 54 shs. U.S. Steel Cor., common NYSE, at 20.65625 8. Certificate of Deposit #14-2638 with The Commonwealth National Bank dated 113178 9. Interest accrued on item 8 to 1/12/80 10. Certificate of Deposit #14-3427 with The Commonwealth National Bank dated 4/3179 11. Interest accrued on item 10 to 1/12/80 12. Certificate of Deposit #1968 with The First Bank and Trust Co. dated 3/6/75 13. Interest accrued on item 12 to 1/12/80 14. Certificate of Deposit #2946 with The First Bank and Trust Co. dated 3/8/77 15. Interest accrued on item 14 to 1/12/80 16. Certificate of Deposit #3462 with The First Bank and Trust Co. dated 11/5/77 17. Interest accrued on item 16 to 1/12/80 18. Certificate of Deposit #4556 with The First Bank and Trust Co. dated 2/7/79 19. Interest accrued on item 18 to 1/12/30 20. Savings Account #14-0008266-3 with The Corrmonwealth National Bank I 13,0011 77 3,30iY 00 [I 10'50~ 00 i 3,oodl 00 I, I 8,60l 06 I 1,1101 44 Ii 5,OOg 00 J 38 i 15,OOj 00 9271 67 5,O:J :: I 5,00 00 3 45 10,000 00 141 66 5,00 00 6 75 5,91 57 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: .Loj ~.B. .C9RelallcJ~_Ir]J~tOffic.eLof The. Commonwealth NationaLBank--- ~-,- being duly ..sJ:!~_--, _'_____ according to law, deposes and says that she _ the..!1.~!;'Y,tor,_,_, --,- _________,____~___'__"_'_____________ of the Estate of Isabel R. Ibach late of hnrnllgh nf Mprh.nirchllrg , Cumberland County, Po., deceased and that the within is an inventory made by , T.he_~9TIm]0I)Wej!lJJ1.Jiil.iiODal._~gJ1k.------, -, the ..id~XKlltor of the enlire estate of said decedent, censisting of all the personal proporty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn to ..d ..b",",d b,I." .', \ 19...e..iL- _./ COMMONWEALTH NATIONAL BANK ~. 'L? ~I ~L /LJ..<v ,/ . _ ." Ex;cutor .< .. r Trus t Offi cer ..J.5lJLl:.etlaLC I ; ff n rt yp , 1....30110.... ...rJ~.1 .0 Q.1 Pu:,lIc Lowor Allen Twp.. Cumborland County Pa. MY Commtaalon Exphert July 5. 1982 _Camp Hi 11.~_. 17011 Address Date of Death .____.l,L___ Doy January 1980 Month Yur INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal repre.entalive. 2. A supplement inventory must be filed within thirty days of discovery of additional a"ets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IY, Fiduciaries Act of 1949. I ~ I ~, '0 >- I -d " "6 I- w I '" ~ "- ~ >-. '" I- ..c: ~ ~ w <: u ~ , III I 0.. l- I Q) u \ '0 'J 0 0 VI J ::;: ~ ~ c: w '" w c \' '" :> ... :r: ~ VI ~ <X: I- 0.. 4- 0.. C I- ..J U. 0 ~ Z 0 ~ 0 ..J <: u' ; 0.. I , U. ",' ..J :l: i W 0 <: w .;. ~ ......... > '" .0' E <: <"6 ,I z ~I - z 0 c c '\ III " ~ , VI 0 ~ 0 I' '" Z 0::, U z 'I w <: d~.~ 0.. ~I i -0 .~ II Q), c ~ .0 ~ " "', - -.:: I ' 'I 0 ~ I! Ill, .a l-< ~ E -0 -" - ~ 0 ~ ~ 0 ..J U u: CD ; 21, Interest accrued on item 20 to 1/12/80 22. Savings Account #14-0010509-2 with The Conmonwealth National Bank 23. Interest accrued on item 22 to 1/12/80 24. Savings Account #504-546-3 with The First Bank and Trust Co. 25. Checkin9 Account #142-502046-6 with The Commonwealth National Bank 26. Death benefits from Hartford Insurance Co., Harrisburg Musical Association #269 27. Death benefits Maccabee Mutual Life Group Policy #5213001 28. Pennsylvania Blue Shield 65 special 29. Pennsylvania Blue Shield Medicare 30. Refund unused subscription Good Housekeeping magazine 31. Refund from Gulf Oil Corporation - oil delivery 32. Cash TOTAL PERSOnAL TV 10 35 4,190 42 7 68 7,060 09 1,279 64 750 00 1,000 00 61 78 372 12 6 64 143 31 20 61 $106,561 93 PENNSYLVANIA INIIERITANCE TAX GENERAL INFOHMATiON 1. PEHSONS RESPONSIBLE FOR HETURN . - Section 701 of the InllCrit<1nce <1nd EsI<1te T<1x Act of 1961l1lovides Ih<1llhe lollowil1l: perSDns 511<111 prep<1re <1nd file <1 return: a, The person<11 represent<1l1ve of the esl<1te of the decedent ,1S to property of Ihe decedent a(lministered by him and such <1ddition<11 property which is nr III<1Y be suhjecl to Inheril<1l1ce T<1x of which he/she shall have or acqui re knowi edge; b. The tr<1nsferee of property upon Ihe Ir<1nshn of which InhClililllce T;lx is or m<1Y be imposed by Ihe 1961 St<1tute, including <1 trustee of property Ir<1nsferred in Imsl, pmvrdeillllillno separale relurn nelJr] be made by the fransferee of property included in the return of a person,ll representative, 2. PLACE FOR FILING The return is to be filed ill duplicate with the Register of Wills of tile county wherein the decedent resided, 3. TIME FOR FILING The reliirn is due nine months after the decedent's death, unless <1n extension for filing hilS been applied for and granted by the Secretary of Revenue withill the nine-month period. 4. FAILUHE TO FILE RETURN S?ction 791 of the 1961 Statute provides that" , . .any person who willfully fails to file a return or other leport required of him. . .shall be personally liable. . .to a penalty of 25% of Ihe tilX ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal dcscendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6, PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at 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 appiied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5%01' 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 Revenuc, 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. 8. FILlNGOF FALSE RETURN Any person who willfully makes a false return or leport required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shalllle sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one yem or both. HIV..,j!'lO ll-f\Cl COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT : ~~ ~c[~., ~~~~~~ SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Side) ESTATE OF Isabel R. Ibach - , - ITEM ESTIMATED DEPARTMEtn DESCRIPTION MARKET VALUATION NO, VALUE (OFFICIAL USE ONL Y) _ Two story brick and frame structure location on lot 35' x 130' x 43' x 130' situate an known as 221 South Market Street, Mechanicsburg, Cumberland County, Pennsylvania. Recorded in Cumberland County Deed Book Z, Volume 28, page 543 Sold at 40,000.00 TOT A L TH IS PAGE 40,000.00 !fo,IJ-(J-{J, ()-O ,Aj'~ 'REV.451 (l.BO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of ITEM NO. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 SCHEDULE "8" PERSONAL PROPERTY (Instructions 011 rll!VNS{! Sidl.') Isabel R. Ibach .* DESCRIPTION ",~~"""-_~,=--,",-:=-,",,,,"''''''''''''''''''''''.',,,,,,,,',''.'''.'''''=-'''-''''' "..------ ==."'~ - ESTI MA TED DEPARTMENT UNIT MARKET VALUATION VALUE VALUE (oFFICIAL USE ONL \') ,----- Tangible Personal Property Household goods - sold at 1973 Ford Mustang - sold at Hj1rp - sold at strein~lay Piano - appraisal attached Intangible Personal Property Cash Checking Account No. 142-502046-6 with The Commonwealth National Bank Savings Account No. 14-0008266-3 with The Commonwealth National Bank Interest accrued on item 7 to 1/12/80 Savings Account No. 14-00010509-2 with The Commonwealth National Bank Interest accrued on item 9 to 1/12/80 Certificate of deposit no. 14-2638 issued 1/3/78 with the Commonwealth National Bank Interest accrued on item 11 to 1/12/80 Certificate of Deposit no. 14-3427 issued 4/3/79 The Commonwealth National Bank Interest accrued on item 13 to 1/12/80 Savings Account ~o. 504-546-3 with The First Bank and Trust Company Certificate of Deposit no. 1968 issued 3/6/75 wit The First Bank and Trust Company Interest accrued on item 16 to 1/12/80 Certificate of Deposit No. 2946 issued 3/8/77 with The First Bank And Trust Company Interest accrued on item 18 to 1/12/80 Certificate of deposit No 3462 issued 11/5/77 wit The First Bank and Trust Company Interest accrued on item 20 to 1/12/80 Certificate of Deposit No. 4556 issued 2/7/79 wit~ The First Bank and Trust Company Interest accrued on Item 22 to 1/12/80 166 shares American Telephone and Telegraph Co., common; NYSE 54 shares United States Steel Corp., common; NYSE '13,001. 77 3,300.00 10,500.00 3,000.00 20.61 1,279.64 5,913.57 10.35 4,190.42 7.68 5,000.00 9.38 15,000.00 927.67 7,060.09 5,000.00 38.54 5,000.00 36.45 10,000.00 141.66 5,000.00 68.75 8,606.06 1, 115.44 TOTAL THIS PAGE I Continu~d _-l st Bank and Trust Co. " I ~ I : MECHANICSBURG, PENNA. 17055 February 6, 1980 Ms. Lois B. Copeland, Trust Officer Commonwealth National Bank 1510 Cedar Cliff Drive Camp Hill, PA 17011 Re: Estate of Isabel R. Ibach Date of Death - January 12, 1980 Dear l~s. Copeland: In answer to your request of January 30, 1980, the above named decedent had the following accounts at our bank: Savings Account #504-546-3, opened 3/1/71 in the name of Isabel R. Ibach. Date of Death Balance - $7,060.09 Accrued interest due None Certificates of Deposit in the name of Isabel R. Ibach, as follows: Number Date Value l',aturity Interest Interest Accrued Int. Opened 1/12/80 Date Rate Paid to 1/12/BO 1968 3/6/75 5,000. 3/6/81 7 1/2% Quarterly 38.54 2946 3/8/77 5,000. 3/8/B3 7 1/2'0 Quarterly 36.45 3462 11/5/77 10,000. 11/5/83 7 1/2'i. Quarterly 141.66 4556 2/7/79 5,000. 2/7/B5 7 1/21. Quarterly 68.75 Safe Deposit Box - None. Very truly yours, H. Joseph Deeds, Jr. Operations Officer / 1(yG /s O~S HJD:c REV-4~2 1\-801 COMMONWEAL TH OF PENNSY L VANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOEN{sabe 1 R. Ibach ESTATE OF_ SCHEDULE "C" TRANSFERS ~Ij^~' . ' , " II \~@-" INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dales of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrullwnt relating to the transferred property. ., ~~ ITEM ESTIMATED DEPT. VALUATION NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL YJ NONE TOTAL THIS PAGE NONE NlilL' , <J9'l QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adeouate consirlo.rntion? (Answer "Yes" or "No".) Nn 2, Did decedent, within two years of death, transfer properly from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~.Q.. 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. N/A b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nonlaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) NO a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) N/ A b. What was the transferee's age at time of decedent's death? N/A 5. Did decedent in his/her lifetime malle any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ..lill....- b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) NO 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. N/A 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) NO 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke th~ interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) //\ IH~V04!i4 (loSO) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENU~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL V OWNED PROPERTY _T',.,. " ~ ' \ 'l - , (/nstflJctiOllS 011 R,Jvc.'rs/J Sic/v) Estate 0 f Isabel R. Ibach P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET c DECEDENT'S VALUATION NO. VALUE E INTEREST (Official Use Only) N T = - NONE \ TOTAL THIS PAGE NONE IVI~ft.(j - -d'gti 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 tangihle anu intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Sclledule "A". Describe all personal property as indicated in the instructions for Schedule "B". 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. c '" 0 (1 :v M ;J> ::::; z :v 0 0 tl tfl 0 - C'l (1 C tJ ..., Z ~ % t"' trl trl ~ 7. :;:; :v 9 0 t'" % 7. trl ..., M ..., z 9 0 ..., ..-:: tfl t"1 - <r> Z 0 './l 0 ..., 0 '"'1 '"'1 :;:; ~ I ~ 0 ':j - "11 I 1 0 - Z 0 I ;J> I l"" I c: <r> I trl 0 I z t"' -< -< -< ~ t>1 trl :>- ~ ;;:l I I file Number .._---_._-_.._-----_._---~--'--------_._---_._--_. INHERITANCE TAX SUMMARY SHEET (BUR~~_~~E ONL.'f) 21-80-0026 RfV-484 EX~ (3-80) Estate Namc _"__ ,,1~ACII, ISlIb"eJ R'd Datc of Death 01/12/80 ...-......----..--....----.-... ._- -- . Social Sccurity Numbcr I, fhe undersigned duly oppoinled Inheritance Tax Appraiser in and for Ihe Counly 01 Cumberland Pennsylvania, do respeclfully reporlIhelI have appraised Ihe roal and personal properly a. reparled in Ihe laregaing relum allhe valuas sellarlh apposite each itom in Ihe lasl column 10 Ihe righl in Schedules "A", "8", "C", and "E" REPORT Of INHERITANCE TAX APPRAISER Doled: November 13, 1980 ll'h, / II I 'It f,. I, n , /1 , I INHERITANCE TAX APPRAISER AaJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Prop,"ty (Schedule A) $ 40,000 00 00+ 92+ Personal Property (Schedule B) 106,528 33 '0+ Joint-Held Property (Schedule E) None 20+ Transfer. (Schedule C) None 30+ TOT AL GROSS ASSETS 146,528 33 Less D.bts and Deductions 40- 93- (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or ~ FACTOR PRINCIPLE VALUE CODE annuitIes.. . . . . . . . . . . . . FOR USE OF REGISTER ONLY Toll. on $ CODE COM PUT AnON OF TAX $ S $ $_ I 6'. " 15% Tax on S Tax on $ Tax on $ Tax on $ EKcmptions Total Estato TOTAl. TAX INTEREST FROM BALANCE TO $ $ I Less Credits DATE OF PAYMENT AMOUNT PAID OISCOUNT INTEREST TAX CREDIT s + $ S : $ : BALANCE S INTEREST FROM ___ TO _--- S BALANCE OUE S ~ ~ ~ ~ ~ -< ~ ~ ~ OJ) >- "" ... H ::l "" ~ .0 "" In ell lJl ~ .-I ::> 0:: t) 'rl .-I ,..l ...:1 ~ ... -< ~ OJ - ~ -5 ~ u ~ .-I - '" ~ 0 '" ~ H U .-I '" .-I ~ - 0 ~ ~ ~ 0 ~ ... 0 ell 0 Z 0 ell 0 - ~ ell >- ... z B ~ ... ~ z z ,..l 0 - 0 ~ [3 ~ ;:; 0 ~ ~ ,..l z z u ~ - ~ ell ~ 8 0 z ~ - ~ 0 ,..l !:OMMllNWl:.Al.TH OF PEf'll~SYLVANlr, nU'^llTMENT or nEV{~Nl)E UUUU\LJ OF FIEl.D OflErlATlON5 I 1\1't"L.n...I\IIUil rul( ~lIi,I(lIAl)Lt: t:/,t:MI'llvN lFROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Ac' of May 28,1956, P.L. 1757, and Act 01 June 15, \96\, P.L. 373, 0$ olllt!nded) - - ~-. ~~~~ 'JS;~ ,..>Jr '( ",V'w,.. . J.tt'.~,{.I~.?'i "'1 _1...r;~':ii>'''''' Application is her "by filed for the oppro'lol of nn cY.Cmption from Pennsylvania Transfer Inheritance Tax on the transfer of the property deHriucd below: /) I 01 .,) / , 1. Bureau File li~_~_--:~~~_'-::~~____~_'___.__ 2. Dato of Doath ___JanUary, 12, 1980 ,,-----.---- 3. Dato of Approval ~L;.ff'(j /7,l!IJ..u Isabel R. Ibach 4. Nome of Oecedent 5. The Commonwealth's appraised 'Ialue of thp. property for which an exemption is claimed is $ -Re.s..iduP (NoN: Where the property is other thon a specified amount of cosh, the exemption cannot be approved until the value of The property has been cstablishr.:d by appraisar by the Commonwealth, except in those cases where the amount of the gift or bc:quest rc:prescnt~ a stated fractional or percentage portion of the entire estate or the entire residue. In those cases el,ter suc:h fractional or percantage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has been previously filed. WILL 3.'; DEED 2; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; ~ ~ I OD "'0 ~ o o (II othor, oxplain) 7. Correct Business Harne and Add~'}ss of Charitable Orgonization receiving property: NAME Trinity Evangelical Lutheran Church (26/140 Residue) ADDRESS Mechani csburg, Pennsyl vani a 17055 !Xi See listing on reverse side for additional charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. The Commonwealth National Bank, Executor Signaturo o! Applicant 8y O",k ;J.k" ~1 Estate Tax Manager :/ / Add,oss of Appl icant 10 South Market Square, Harrisburg, Pennsylvania 17108 Official Titlo Dote Thi~ form must be completed in triplicate and all three copies deliver<:d to the Register of Wills for the County in which the dcce~:cnt resided, or in which letters \"Jere is:;ued tor a non. resident decedent's estate. If the decedent was a non.resident of Penmylv<lnia and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Buretlu of ri,~hl Operations, Penna. Departmr.nt of Revenue, P.O. Box 2970, Harrisburg, Pa. 17105. 00 not write below this line. For Official Use Only AP~r_~!_sp": For the Secretary of Revenue REFERRED to Bureau Headquarters App,avcd 0 For Secretary of Revenue ___1lplA~ 2 . ,!yLu-t~ (...~-R"gister of Wills) __~I/}dl.e tl-uut- /7) (County) U' t.U'i:A-) /1, /1ft (Dote of Aporoval) Doniod' 0 (Initials of Rogis!o, o! Wills) (Authori zod Si gnaturo) (County) (Titlo) (Dato o! Roforral) (Dato of Action) .. See reVerse side for roasons MUST BE FILED IN TRIPLICATE Th i 5 section will b~ c:~_~pJ~J.c:~J!y.~u.!.~~!.!!._~~~)!1~!.!.!:!_~~~!r.~ wh~~~~~rJ~_c:..u1~~I~J.o~X.,mp tion hf\a hocn den ioel. Dole: ._______u Tho application for eX~n1ption contained on the faco 01 this form has been dcniocl bCCC1IJ!le Note: Any party in interest, including tho Commonwealth, oggdcvcd by this C1c~ion mo', within sixty (60) days aher the date of this notice exercise their rignts of Protest, Notice, or Appeal in nccordance with the provhir.lI\S of applicable Pennsylv~riia Inheritance and Estate Tax Acts. St. Mark's Evangelical Lutheran Church (26/140 Residue) Mechanics burg, Pennsyl vani a 17055 , Mechanicsburg Area Public Library (12/140 Residue) Mechanicsburg, Pennsylvania 17055 Citizen's Fire and Rescue Company No, 2 (12/140 Residue) Mechanicsburg, Pennsylvania 17055 Washington Fire Co. No. 1 (12/140 Residue) Mechanicsburg, Pennsylvania 17055 The Salvation Army, Inc. (5/140 Residue) Philadelphia, Pennsylvania 19123 Harrisburg Area Chapter of the American National Red Cross (5/140 Residue) Harrisburg, Pennsylvania 17101 Pennsylvania Association for the Blind (5/140 Residue) Harrisburg, Pennsylvania 17110 Cumberland County Unit of the American Cancer Society (5/140 Residue) Carlisle, Pennsylvania 17013 Harrisburg Area Chapter of the Diabetes Foundation (5/140 Residue) Harrisburg, Pennsylvania 17102 The Central Pennsylvania Chapter of the Arthritis Foundation (5/140 Residue) Harrisburg, Pennsylvania 17101 American Bible Society (5/140 Residue) New York, New York 10023 Foundation for Christian Livin9 (5/140 Residue) Pawling, NeVI York 12564 The D. W. Seidle Memorial Hospital (12/140 Residue) Mechanicsburg, Pennsvlvania 17055 STATEMENT 0F THE NATURE AND REASONS FOR THE PROPOSED DISTRIBUTION The said Isabel R. Ibach, an unmarried woman, died January 12, 1980, leaving a Last Will and Testament dated March 17, 1977 wherein and whereby she gave and bequeathed all of her estate unto the chari- ties above named. I .i I , Distribution is made in aceordance vlith the prov~s~ons of the decedent's Last Will and Testament. St. Mark's Evangelical Lutheran Church, of Mechanicsburg, Pa., elected, with the approval of all of the other distributees, to take in kind a Steinway piano at the ap- praisal thereof, which said piano has been heretofore distributed to said ehurch. No clairas against the estate have been presented to the Accountant except those indicated in the Account as filed. THE COMMONvW,ALTH NATIONAL BANK Executor of the Last Will and Testament of Isabel R. Ibach, Deceased By ~ //) ( 7\6' (/) ./_P'-- \ , ~ ( ~~,(~)~L Trust Of 'cer STATE OF PENNSYLVANIA ) ) ss: COUNTY OF CUNBERLAND ) On the ;(/~day of October, 1980, before me,a Notary Public in and for said State and County, personally appeared LOIS B. COPELAtlD, Trust Officer of The Commonwealth National Bank, Executor under the Last Hill and Testament of Isabel R. Ibach, Deceased, ~vho, being duly sworn according to law, deposes and says that the facts set forth are true and correct to the best of her knowledge and belief. ,-/. ~-' (/ ~. ti'" .".,,':'''0', . . . v?(:":J t( ~ /~_f :,/ Sw;o!lffi,'~d('i;lnd subscnbed before ' \~',t~:is,,~i#,da)' of October, 1980, ..' "53'}"""" /U(// ,,'-.\'" '// "'(:. .'," / / - -- v, .},' ,. I '.> ~ '.," ,'.....".. " :" ,_Jf_)~~' / 3,~' 02,~-.,/ l.,':~:: A~;:~~!i'~:"~.",,,',",,",;'" >l<,d.; ;. :; ,'. '~OJ ~,~,;' r' "- My C""..::, -':",-, '.:::; (~"'/~ : I'~. v ~'- ,', .' " ,. ~. . - .l" ... J unu. ..---.--..... .... I, ISABEL R. IBACH, of the llorough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my last Hill and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time hereto- , ',....., " fore made. 1. I direct my Executor, hereinafter named, to pay as soon as practicable after my decease all my just debts and the expenses of my last illness and burial. ,. \ , 2. Trinity Evangelical Lutheran Church and St. Mark's Evangelical Lutheran Church, both of Mechanicsburg, Pennsylvania, in equal shares. I give and bequeath thirty (30%) per cent of my estate unto , -; , 3. Mechanicsburg Area Public Library, Citizens Fire ~nd Rescue Company No.2, Washington Fire Company No.1, and The D. W. Seidle Memorial I give and bequeath twenty (20%) per cent of my estate unto :~ .~ i, "f: Hospital, all of Mechanicsburg, Pennsylvania, equally, share and share . " , alike. 1 , 4. All the rest, residue and remainder of my estate'r give and bequeath in equal shares to the following: Trinity Evangelical Lutheran Church, Mechanicsburg, Pa. St. Mark's Evangelical Lutheran Church, Mechanicsburg. Pa. Mechanicsburg Area Public Library Citizens Fire and Rescue Company No.2, Mechanicsburg, Pa. Washington Fire Company No.1, Mechanicsburg, Pa. The D. W. Seidle Memorial Hospital. Mechanicsburg, Pa. The Salvation Army, Inc., Carlisle, Pa. Harrisburg Area Chapter of The American National Red Cross Pennsylvania Association for the Blind, Harrisburg. Pa. Cumberland County Unit of tl',e Amedcan Cancer Society Harrisburg Area Chapter of the Diabetes Foundation The Central Pennsylvania Chapter of The Arthritis Foundation American Bible Society Foundation for Christian Livin[ -- -----..,.--- --..- -- _._._..._--~------_.- Principal Conversions (continued) 3/14/80 54 shs U. S. Steel Account Value Proceeds Corp., common $1,115.44 954.09 161. 35 $ 1,387.26 TOTALS $ -0- NET LOSS TRANSFERRED TO SUMMARY PAGE $ 1,387.26 CONVERSIONS INTO CASH NO GAIN/LOSS 2/6/80 Certificate of Deposit #14-2638 with Commonwealth National Bank dated 1/3/78 $ 5,000.00 2/6/80 Certificate of Deposit #14-3427 with Commonwealth National Bank dated 4/3/79 15,000.00 2/14/80 Certificate of Deposit #1968 with The First Bank & Trust Co. dated 3/6/75 5,000.00 2/14/80 Certificate of Deposit #2946 with The First Bank & Trust Co. dated 3/8/77 5,000.00 2/14/80 Certificate of Deposit #3462 with The First Bank & Trust Co. dated 11/5/77 10,000.00 2/14/80 Certificate of Deposit #4556 with The First Bank & Trust Co. dated 2/7/79 5,000.00 3/19/80 750 units Commonwealth National Bank Common Fund A-2 750.00 7/16/80 100 units Commonwealth National Bank Common Fund A-2 100.00 PRINCIPAL DISBURSEMENTS 1/13/80 Howard Ray Cohen, MD - professional services 1/13/80 Carlisle Radiology Associates - professional services $ 70.00 1/13/80 J. J. Skelton & Son - fuel oil 45.00 133.25 9~(' f':t:,. 4 ..,", ....',j,v INFO.~TION To insuro propor crodit to YOlH account, tlw niirTlU uf tlw t.lSlnto Hnd hlo number shuuld 1)lJ c1u,Jlly print. ed on tho check or monoy ordor. This iJssussment is mndc in accordancu with Sllction 708 01 tho lnhcritDnco and E;,tatc T<:I,( Act of 1961172 P.S, , 2485.708), To tho QltUm! that inhoritance tax is pard W/l/!Ul lhreo j3} monlhs after tho dealh of the decedent. a discount of 'IYO (5) percent is allowed (72 r,s Ii 2485.716) Inheritance Tax, other than tax on a future interest, is duo at (he daw of the decedent's death and becomes delinquent at the expiriltion of nino (9) months lIfter ,hr~ dect.donl's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is payable within three (3) months aftor tho transfer lakes effect in posf,ossion and enjoyment and is delinquenttherCilher (72 P,S. 9 2485.712). Calculate interest from tho delinquent dille shown on the face 01 this form to the date 01 actual payment using lIie following intcrestlablc: --------------------- ---------- -- - ---- --------- - - --- - --- -- ------ -- -- - - - ---- 1 month .005 4 manltls ,020 7 monlhs ,035 10 months .050 2 months .010 5 months ,025 8 monlhs ,040 11 months .055 3 months ,015 6 months ,030 9 months ,045 12 months .060 1 days .00017 11 days ,00186 21 days ,00352 2 days .00034 12 days ,00203 n days ,00369 3 days ,OOOS1 13 days ,oono 23 days ,00386 4 days ,00068 14 days ,00237 24 days .00403 5 days .00085 15 days 00250 25 days ,00420 6 days .00101 ,(; days ,00267 26 days ,00437 7 days ,001'8 17 days ,002e4 27 days ,00454 8 days .00135 18 days ,00301 28 days .00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 - - - --- ----- ---------- - - - - --- - - - -- --- - - --- - - - --- --- - - - - - --------- -----. Any pany in interest. including the Commonwealth and the personal representative, not satisfied with the assessment moy object thereto within sixty (60) days alter receipt of this Notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961172 P,S, S 2485.10011 Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: