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HomeMy WebLinkAbout80-00041 ~ ! ~ . ~ :~ tI.I i i ~ ..' i: I tI.I ' tI .OICl i rJ ! , ~ .. ~ ( , a , 8 ~ ~ : . 0 , . 0 tI.I . ~ ....~ ~ 0 0 ,00 . - J M "" S \D . ! va III No, iT-so PETITIOH FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of 0 . C. DOUGHERTY , deceased. To HAROLD B. McLANE, DEPUTY , Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania, We Petitioner(s) are the execut.QJ:'S named in the Last Will and Testament of o.C. Douf.lhertv dated 8/26/77 Decedent was a citizen of the United States and a resident of ISl~!"!~~jp South Middleton ~, Cumberland Caunty, Commonwealth of Pennsylvania. Decedent died on Sunday the 6th day of~nuarv A. D, 19~, in the County of Cumberland State of Pennsylvania at the age of 89 years. nos MID>. W 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 $150.000,00 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows N,A, apply Therefore, your petitioner(s) respectfully ~~J> for the probate of the said Last Will and Testament and for Letters Testamentary thereon, Dated January /f;jh , 1980 ,/" COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND ?J. C-' C/ Name and address'f~..;-'. )..-C:" .-.,,/,Yf/.d<------- of Petitioner(s) Vi:- ~~ia D. Goodyep.r /,/ . . / ~~/ , ///: /"'''~ /; /, t.r- --- William H. Goodyear / Box 322, Pine Road, Mt, Holly Springs,PA. Dauphin Deposit Bank and Trust Co. .' / . . 1 / / ( , .. _, '; I . . I '. / I. : :": !->11 il( Virginia D. Goodyear and William H, Goodyear and Dauohin Depos it Bank and Trust Co. 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 their knowledge and belief. c::...:...... t- o . /' . / I (~. / ."J . . .. . ;. t' ~.,'9.- ;}f/ .'1__ 't. . _.--r-/ ,-yo t. >jr.-',.,. { ~ .,/, . { , ./.:/ // /'-}. . . 1/: ~ ..' /{.C ........-/0/ ,/ ~e~ .-- Swn,.-n and subscribed before me, i .lRr""-Y 0!.f1J. 19...8lL-- '. ~\ WtJkT?, bl),C,> ''-- Deputy I Register , / " , ( / // . .../ January 22, 1980 ~---J U;;' / l~ Attorney: Fowler, Addams & Shughart , . ,{ e ~ -" ~ III , ~ ~ ~ t-"t = ~ <'l is = ~ .. :>< = m E-r <.:l t: ~ Il:l · i! ~ -< ...t; I:< fi1 III "I ~ ~ {S ~f t ~ '-l-+ ffi ~ It . Il P ~ 5 ~ lJfb :-i'-::l ::> ~ ! 5 ~ ~ 0 "W r:l ~ = . II ~ . III ~ ~ u ~~=-t0 S Il III . III ~ t~ 0 ~ ~ " . .. LAST WILL AND TL.:STAlVIl'~NT OF O. c. DOllGIII';HTY I, O. C. DOUGllEHTY, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codieils previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid ft'Olll my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath my personal effects, such household goods if any as may be my individual property and not the property of my wife or owned jointly by me with her, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my wife, Virginia M. Dougherty, providing she shall survive me by thirty (30) days. Should my said wife predecease me or die on or before the thirtieth day following my death, I bequeath such tangible personalty and insurance thereon to my three (3) daughters, living on the thirty-first day following my death, to be divided among them with due regard for their personal preferences in as nearly equal shares as practical. I direct that any of the foregoing item s not selected by my said daughters shall be sold at public or private sale by my personal representatives, and I further direct that the net proceeds thereof shall be administered and distributed as a part of the residue of my estate. ITEM Ill: I devise and bequeath the residue of my estate of every nature and wherever situate to my said, wife, Virginia M. Dougherty, providing she survives me by thirty (30) days. ITEM IV: Should my sHiel wire predecease me Dr die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate of every nature and wherever situate, as follows: I"'r' 50. ~~ ..../' -/r 7o-t.~- . p .-; U (I v' . survive s me, and it' she doe s not su ['vi ve me, he I' share sh all be added to the A. One-third thereof to illY daughter', Doris IVlilcheUI.;dler, it'she shares for my other daughten; in this ltelll IV. survives me, and if she does not survive me, her share shall be added to the B. One-third thereof to my daughter, Virginia n. Goodyear, if she shares for my other daughters in this item iV. c. One-third thereof to my Trustee hereinafter named, iN THUST, for the following uses and purposes: of the net income, accumulated income and principal of this Trust as my Trustee, 1. To accumulate the net income and to expend and apply so much in its sole and absolute discretion, deems advisable from tin1C to tin1e for the medical care, comfortable maintenance, welfare and business pursuits of my daughter, Marion Dougherty, during her lifetime. the then-remaining balance of the principal and accumulated or undistributed income 2. Upon the death of my said daughter, this Trust shall terminate and shall be distributed, discharged of the Trust, in equal shares to my other two (2) daughters, provided that the share of either such daughter who shall not be then living shall be distributed to her then living issue, per stirpes, and in default of any such then living issue, such share shall be added to the share for my other such daughter. Pennsylvania, and all questions concerning its validity, construction and adminis- 3. This Trust is established under the laws of the commonwealth of tration shall be determined under such laws. ITEM V: The intere sts of all benefidarie s hereunder, whether principal or income, while undistributed and in the possession of my Executors and/or my Trustee, and even though ve sted or distt'ibutable, shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them, and shall not be subject to attaclunent, execution, levy, Ol' sequestration or other claims of the creditors of said beneficiaries or any of them. " i /, . . 1 '. J d. !i ,'/l, ." //.'" ':/. 1 . (, V -2- '<1'1 ITI':M VI: All Federal, Stute and othel' death taxus payabk be<,ausc of my death with rasped to the property for'ming my gross estate fo[' tax purposes, whether passing under this Will or' otherwise, including any intel'est or penalty imposed in connection with such tux, shall be considered a part of the expense of the administration of my estate and shall be paid out of the pl'incipal of my residuary estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my personal representatives or my Trustee may think pruper, regardless of whether such taxes are then due. ITEM Vll: The title, powers, dutic s and discretions conferred upon my Trustee shall continue, after termination of the Trust created in Item IV hereof, until actual and final distribution of all property. ITEM VlU: I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Trustee of the Trust created in Item IV hereof. ITEM IX: I appoint my daughter and my son..in-Iaw, Virginia D. Goodyear and William H. Goodyear, or the survi.vol' of them, and Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Executors of this my Last Will and Testament. ITEM X: I direct that my Executors and Trustee, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEHEOF, I have hereunto set my hand and seal this fh1/:t;; , 1977. of fL") '. l ,./( l!0l'L-L rt -Ii Pt ~. o ( , The preccding instrument, cunsisting of this and two other typewritten pages, (SEAL) each identified by the signature of the Testator, was on the day and date thereof signed, published and declared by O. C. DOlJGHEHTY, the Testator therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. ~.~...:::.... --.... " - (' __"L" _<-~._. ___.k....:~. \: -) .'1 "'-'~ i/" .'/ V . 6;'L.U . .:~, 7tz4G.r. ;.f " .~~ . -3- ." . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF 1'1'~NNSYLVANIA I sse COUNTY OF CUMBEHLAND \ . . This,..........., ...,.......... ......~....... ........ ....................... day or .....}.<;\n).;!.<;\r.y............ .... ... ..... ................... A. D., 1 H.~9..., before me .n;..lw, d D. :...d..... "'" H(!giHtel' fot' the Probate of Wills and ~I'anling Ictten; of Administration in and 1'01' said County or Cumberland, in the Commonwealth or Pennsylvania, personally came ,............. ..,.,........, ,.., ~.~h!l,..~,: J!?,I.~~!'!.~.... ..1. ~.~.!... !?!l~.. ,?~............... ... .................... ............. ............ ,............. ....,..... ........ the subscribing witnesses to the I'oregoing instt'lllllent or writing puqxll,ting to be the last Will and Testamen t or .. ,...9.:.. ..q :.. .,~~!:lgh!'!.r.~y.................. ............................... .... ........ Dated .. .~).;!.g)J.s,!:.).~,....).n?,.., late or ... ,.., ,. ,...,. .~~.~~~~. .,~~.~.?~.~.~~~.n... ~.?w.!l:~.~~.~,~.... ..,..... .... ........ .... ..... .... Cum berland County Pa., deceased who being duly ...,!l~R);"!:\..,..........,............. according to law. depuse and say. that ....h.li!...w.~~..........,........... present. and saw and heard the testa.!;.9.1;.......,................. .......,9.:...G.:...P..9.].!gl;H~J.tY...........................,.....,. sign, seal, publish, pronounce and declare the said instrument ol'writing as and 1'01' h...t.(l.......... Testament and Last Will, and at the time or so doing ,.......hS'...........,.....,...................was of sound and disposing mind memory and understanding, to the best of .,.....J:\i,!?.,.....,.......................knowledge. observation and belief, ...--" ..,..,..aW.O.1:TJ........,.................... and subscribed before ................................................................................... ~ I. . i~'l>f((") .......~~.:;...j.~:..}..:.:..!2~:..?:~.~.-~?.......~~.J?.~~.~. R:...l.~..J :@. ~\ua!!If3IlFl, Register . .................................................................................. .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND "'" y,~~ ,&~ !}.~.~..!?,:." ~,? ~ ,~y. ~.~,r....................,........,........................"............,..........,...,........,....,....,..,.. be i ng duly ......f;l.WR.r.n....................,.......,., says that as nearly as can be ascertained the said decedent ........................., ,.., ,?:".,~:... .~~~!?i ~.~,~ ~'!..."....".....,............,................,....,.........,................,...,..,. .........,........................".. .died on ...,~.l,m.~.?y......,........,...,........... the ....,.....~.~!"!..,.............day uf' .......~.~~.~~::.:t.............................. A.D., I 9,~.g,.., at or about ........).:.?t....................., o'clock. ~...M. ......,...., JiW.9.t.lJ...,... ........ .......... ,. ,.and subscribed th is ...........,..,...,..,...:............,.......... day of .....}!l.~!l!l.r.y... 19, ?,Q,.." before .1 ^ : I \ \ . _,>\.} j ji( ot:,_'::-'r(" ,_, ~ ,:. .1'K~~, 0.:\.. \,:'.. .1.1;... (..... i:.:. ..~...... .,...,. .P.eput y Ri.J.~. d E. AI.l1 .. l.~ Register '- (.,/ .;, _, 1 ., ~_ A' ,: -, ,,;..-- -- t./ i ,,'(.. L-.. . ., f'C"; .... ':J"..,( .'~..... ....... h... L:.. .n~"(""":""""'''''' y {.,._....... .----..., OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH (W PENNSYLVANIA} ., COUNTY OF CUMBERLAND SS: Before me, the Register for the Prohate of Wills and granting of Letters of Administration in and for the County of Cumherland, personally came ....y~);.g~f.lt!!...I?:....<,;~~.~y..~.;;,~...;;,~~...~.i.1.~.~.~~!..,~~:....~~~.~Y..7ar and Dauphin Denof'it [18nl< anc' 1'r\wt: Co. who, being duly ,....~W,9.F.r.....,......., do ,..,...,.. depose and say that as,...]';~.~~~J~);.~..,...............,.................... of the last Will and Testament of ......Q.:,~,....,I?~~,gh.E?F.9...................,...,.................,...,.....................deceased ...........);.1:\\'\)[..,., 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. .......,;;,W,Q...,T).,...,.... and subscribed before me, ..4.J....~.....J,?:@?:);y......,.....:,;:..;......... A. D" 19,~,9......, ~;' IC\_l":/'""",) .., ..,~Q0:;Jt.\~.".ff.(.,0!;::(,l.fL."..".,',..,P~.J?~~.Y R~",l&~..d E. ~AlouaDl DOll, Register ' ,. C::~:. .fe, . /:1' ../.J<'.' /.J. C_._j-:-,~.-e!,. ". '. i .. '..I"l""k..~r ~..A'....-;.~/I,'.--;.................._':"...y-;....';....r..........;,J..~ -:, /. . (, '. -- L.7:.:-r.:a=,/i.',.:.:~~"',.,..,',..."....,...... /:. '.\ .."-;.,1: II/.').'~ /' ",:r-F':.. I' C ./~;) '/, /'/ ;'/t // . :,,; 0: :C1) :on ~ :Ol :~ ..... :C1) :P M: :><: 00: L.L. E-<: *! 1':: 0 gj! l!l: P: .>:: M: -1 0: 0 M: .-l 0: 0 ....I o:l , <l' - :>.: I - - . \.l: 0 .. ~ 00 ~ tJ: tJ Ill: I .S E-< :l: .-l .. r.l c:: <::) M o! '" Ill: 00 C1) '" t-:l: 0 '" I Z .... Cl' - 0 .... ~. 1'l u * '" .5 .... '" '" ~ '" bll C1) on ~ Ol - f>;l .~ " 0- r... DECREE Be it remembered that on the ... 22mi........ day of ..........J.!!)1.~~Xy........................, A. D.. 19~.9,..., there was probated and recorded the last Will and 'I'est:ll11ent of .....Q..'.~.,...I?.9.~g.l1~);.t:y..........................,......,..,..,. late of South Middleton Township " 1 "1' I" t I" ..1 ,. " [)" "d 1 t ' ............................................................................,\...tlnl let dl1( \..,oun Yl l..nu:-;) \,lnl.1, ccease....e tcrs ,........1. ~.(l.J:;~m~!:lJ{J,;t;'y......,............ were p;rant('d to V. :i,Ig:i,!:l.~~...P. ..... .im.d. ..\'!P U.~ITI.. .!-!.".9C?9.~y'.e.~~.... f:l.~~. DauTJhin Denosi t Bank and Trll:;t Co. Witness my hand and official seal the day and y('ar afon.'said.' , . '/'1' J \ ';' ( /'.. ... , . \. i 0 '. ',i T';' 1Y'r~ . r. " Deputy " ,fl "",I' :- ' i' ')JI"-"-. .;:1.......,11\"...........1"(--.0...........,...,,.........,...,.. . If I d Il' ,b_ . I\. In . . ~""'~, Iv:gu;wr. H' 'tI ~ P-<: Q) ~ ""..... <JJ ,'''-I f~ ~~O <II ~ II " O~H Q) !;J ~ 0 ~P-tIl U II I- ~ Q) Z Cll ~ ... H II ~ ~ ~ o -:> (.1 " H .--I III " z Uf::H ~ '" '" " I- --..;;: Pl < "0 0 C;-- ~ . ~ m ~ ~~ ~:~ :>< ~~ I- > O;=>H ~ [-l ...... E-< III m ?- m ~8~.--I [,4 ~ ~ > it z <: ~ 0 ~ w z z " ~ O-:t E-< ;I: , " [-l p~ ~ . l- . PAC.J I tIl {!J ~ 0 " ;i O~ 0 ~ P N-' z .--I I- 0 " U~' to 0 0 Cll ~ m m till A H <II = . J ~p.::iZM r....E-< ..c: Il N " 15~:2N ~ ,.,.. HtIl () . < II " !jiil ,.-I J ~~ ' J ~ ';.J '" :;:;OP:<O :z: .;..'~ P-H '" ~ Ht)O~ H 0 );'\ ~ ... " -. -If " :.. IN R~: ~S'l'^'I'E O~ 0, c, DOtIGIIE:I,'I'V, !1N;eil:;"d u: '1'111': entlR'I' nF COr.![10N PL~N; OF CIl1'.II~(,~llLI',nD C()lJtITY I ~)~.~rH,!:-)YL\f^~!T^ 0\U'I[/\111;' CfJ'IH'I' nlVISWII IW, ~l.-BO-I,l 1'1;;'1'11'1011 TO TE:1{!,llNATE Tl1l1ST - TO TIH, 110NOHAlIL[c, TIW ,JlJ\J(;I~,'> rJ!C S,~ ID COtJlrT': YOUI' pctil:oners, VlrCJinia [J, Goodyear, Dori.s r,litchell Keller, and Maria" Douqherl:y, by and l,hrouqh I.heir al":orneys, FOl'iler, Addams t, Shuqharl:, represent: as follol'ls: 1. VirSjinia D. Goodyear is an adull individual residinSj at Box 3~2, Pine Road, Mount Holly springs, pennsylvania, and is a dauqh I er of O. C, Dougherty, decea~;ed. 2. Doris t\-jlchell Keller is an adull individual resirJinSj at 137 A1berl',a )l,venue, ,;i1n Carl 0';, California, and is a dau(]hter of O.C. DouSjherty, deceased. 3. r.larion Dougherty is iln adult lndivi,dual I'JiLh an adell'ess al: VJiH'ner Brothers, )l,dministration Building, /,000 I^!arner Blvd.. Burban!<, Cilliforn'i,a. and is il dau9hLer of O.C. DOugherl'y, deceased. 4. D.C. Dougherty, deceased, died ['estate on Januar'y 6, 1980. 5. By \115 Las!: 1,1.Jill and Tesl.-.ament I claLcd AU~Jus\' 26, 1977, of \~i lls in and for Cumberland COlln1'y andi si ncorporilted herein the origi.nal of which was entered for probate with the Register by reference, O.C. nou~herty rroviderl as follows: I \-0\11 IV: Shall] d my sai d v] i fe predecei1se me or d-j e on or before t.he l\1irtic\-h cloY fol1.ov,Ting my deaLh, I devise and hequ(2ol-h t he residue of mv esLa\~e of every n()l:ure anci wherever si~uAI-e, as fol1o.....g;; 1\. Ol'1e-Lhird Lhereof La my d.nu~}hter, Dori~; Mi '.chc'j'l i\:~ v,1!i:-liiv. ('I!n,-,~t'lW: 11"'11\ .1'1,1 .1,1~.,:inif~ir'.-I\ inn :;\\;111 he de! ....'rlllinC'.l Ilndt"I' ~-;llcl\ ld\,\'~,. 0. O.C. nO\lqh\('r'v'~, ~:;pOtl~"'-_" Vit~(li;)ij'l ].i. DO\ll]h~erIY, prC'~ dCCCilserl 11i Ill, l1(lv i 11<: die. on {'I.pl" i) 1 G, 1 q"J':"I. 7. f).C. nOU(ii11 cry, d(,cc'("l~:"e'l, dn,ll'1i~--:'l.:\r~' t'nt('I~(.\i inl'o a I"PVOC,1blc Tr~ll~_;j l\.ql"cc:\lCnt \,,'\;, h Di1l.lph!in Dcposi Tr\ls\ COi~1pany, now Di1uphin Dcposil "i1l1\< and '1'1'''';' COlTlIXlIlY, on i'd'i ::'.11, ]"(io. Silld N]I,,,ror,1en\ 'lidS i,,"cndc'] by 1\1(' p,'JI'! ics on I\"""S' ::'..1'" 1977, \vhcrcl nit, VJr1~, provi 0,1 : !1<lt : T11is Tl"U~~t sholl I'('rm~nd\(~ d\ ihr; Je(l\11 of the ~~lH'vivor oC \1)(' Se\l\ors ,1I1d \lpon ;111' dC'i',\\1 of Ihe s\lrviv1n'l Se'.llor, Ihe Tr\ls'ee s\1ill1 \1old, 'Hl!"ini';:."" "nd dispose of :he :10,>11-- 1"cm(li11inq prj~lcipdl and i'"lrCllm\1'1i'1\c(1 or undi~~j,ribul,crl income for my 11wee (7,) d,'lll'lhl"I'S, f)()!'ic; ~,'ilch,~11 ve',ler, Vi"qinia I), l;oodyear rind '.1i1rion I1m"J.!1<'I" 'l, In i1cco,"lancc wi: hall of :,he :('I'I11S iH1'; provision',: of I;eri TV (-^,l, (pl and (Cl, T\(~rLl V, ['~'(:;n \'1 an:1 1;('11\ VIr of ~ll(' S(~!: l()r~'S r('~;pec; -ive Lil~;\ V;;ll~; i1nd Te,,: al11enl " ,lillC..j Illlnll';'. ?f" ]<177, ,,I 1 of ",hieh !el'ms and ",'ovision,; ;11'(' InC'11'oOt,,,i,;:l I",reln by l'efel'- once : 1101"'0\ O. B. In conjuncl ion '..:i: h the' P;':: C'CI1 \ ion of !-~,rli~) V,:i -: 1, O.c. iJouqhc,,'!,y, deceased, !)!'('pared iJ 1>le,nol'dndu;" cXilL::n;n'] his purpose for (Tea: inCi the :r\1~: i)J'Ovlsions of Tlem TV (C) lOf said Vii'll, suid I")Ul"'nOC;C . ' , . -. - be i r\fl the pr'ol,-pc: i on of [.~(l.r'io 1'1 Douchert.'y', one of your Pe'i!i one"''; \1""" in> "[I'IVI ill1" ,,1 i1 in,,", I;,"'" h\l~;hilnd lIIilY !nill<e a1V1'ins' \1er' inhel'i :enee from ITI(' ])Y r(',-,son of ihe: riH:! hilt my di1\l(1hlet' IOdinli1'nC; i) !"C,c;i'!"ncc ;n" com!.lllni 'J properlY s'ale," l\ \-r'ue ;lnd corr"?c' corY)' of C;~~j~ !:\l.?~ror',)n,.-lil!~l i~: (J: ~ iJched herp.\ o. !n20r\u~d \~yJlil)i ~ 11,,,\" ;:lnd :~'I;ldC' i1 :');'ll"~ h(')"'('01-. ,., 1~(H"'i() n DO\l(;llC\l~' \' hCC:-lf;iC' \j()\"',"C',] f"n),i, l),"'r h11~:;bi1n~l Sllh- scq\lenl ! n ~1C' :id, (. or ~~,l ~~! !:'\(.\':or',:q\l1:;'" :)1\ : ) 1" . (I ~" ~;) I'\e -10(111'1 of n.(~. \)()'.J(~h('l": \', ,lCC:f,.;;~~(,.l. l',;J', '" '/ .iL..... l'''~J ~<: tIl ..0::> ~ ~>J 'tl ~ ClJ P-<tIl '" " "!:Z <II " 0 zzo Cll c< ~ Cll~ I- ~ O~H () " ......11 ~ .,' ~P-<~ Cll '.... P 'till ~ w ~ ~ 'tl 0 >::11I " z J I- < o .:> 0 (' U ~. ~ m ~ U:><H [,40 ~ >' ';'~ ~ ~ I- > m ?- m [:;13[,4 ~ ~ 0 .~ > it z ) ~~ ~ Z O~ ~ ~ Z " W ~ ......~ " l- . [,4 UP""" tIl 13 ~ 0 " ~ O-:t ~ .~ ga ~~ I- 0 .; POU I P f' ~ m " m O~ 0 0 0 .c' 0 J U . to 0 CJ= N '.-I~ " l:tJtIll < [.,1 ~.--I ~ . '.' ~; J ~~.N U '-'~ , ~ Z~~O Z 0 ,\.... ~ H ' , HUOZ . , ,I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND William H. Goodyear, Dauphin Deposit Bank i Virciniu D. Goodyear & Trust Company 5S: and William s. Sanfo:rd., Trust being duly ._._.~~_o~~_ _ llccording to law, deposes and says that ihQ,r -. D..r.e.. ..' ,_,E)!:o_cll,tor,s of the Est.,lo of __,QXl:",,<<-,-_Il.(H!CJ191'J,y---.,.._, '..--....."'-- 1010 of South Middleton Tun, ..,..,_,., Cumberland Counly, Pa" decoased and that tho within Is an inventory modo by thcm -, the said,Sy'cc,u,t,orlL..,,-_. of the enlire eshle of said docedenl, consisling of all Iho porsonal prop"rly and roal estato, excopt ro.1 0,1010 outside tho Commonw.alth of Pennsylvania, and thaI the ligure, opposil. each, ilom of Ihe Inventory represent it's lair value as. of the date of decedent's death. .-/A.-''t:. yc'J.::..(.J~"- .<." (.. (.....r."j..~t::.'.V''-~ (.'LA'._~ /'..;.-' ,(,I 4;:;.-::1.- and subscribed bofore me, 1/';Jl0.Ji'!\7jlBdJ/.."L.{tr.iL..----m- tlCOcutor . Adm'ft~/Jlor 19__ 2H()..st.._I~~Ch_ ..Streo..!c___.___ Carlislc, Penna. 17013 .. ----.... .-- .- .._----~--------_.- Addrou D.y ____ J ~~ U~_:~y________________,_ Month 1980 Year Oato 01 O.ath ",- ..- 6th INSTRUCTIONS I: An inventory must b. filed within three monlhs after appointmonl of personal r.pr.,entalive. 2, A supplement inv.nlory musl be !iled within Ihirty days 01 discovery of additional assets. 3. Addilional sheets may b. attached as to personalty or r.alty 4: See Article IV, Fiduciaries Act 011949, >- .,; m l;< W ~ ~ l- . W <( m e. I- u 0 0 III ~ ~ w w C '" ,.. J: 0:: . m l- e. ~ e. c Z I- -' LL ~ -' <( 0 e. 0 LL :l: , W 0 <( w >- Ii > z 0:: - <( Z 0 c 0 ~ ,; I' III Z 0 0:: U z 1\ w <( .. e. "" c . II - -;: 0 m .0 "" "" m E - ~ 0 Ii . ~ 0 -' U LC en '/ -.] , J'{l REV0449 18-78) d / - :?/ ,~J I COMMONWEALTH OF PENNSYLVJINIA DEl'JI.RTMEtIT OF REVENUE BU1\El\U OF l,'IJ;LD OPEHJ\'I'l()H~; I~~ ~~~p R.S'DEHT UECEDWl COUhlTY Of CUllDEilLAlID, -----_._-_._-_._-~.~ _._-~.. --~_.' ---.-. ---.--.------ ,--- . .... ---.- .- --.--.---- 'MPDRTAHT, Thi:. 1<~11l1l1lnwd Ill~ l,tlll1ph'led IlIlknul ,lIHlllkd ill dUlll1rilh', \\1111 all OIllarln'''. with tIll' Hq,:iS\I'1 (If Wills or lilt' ('mlnly \\IlI'It.' d,'cnklll H'Sldrd, :\.l'\11I1I I., ,hw \\llhllllll11t: 1Il"lllll', ailt'c d.ilt' "I dl'illh, Llnll'!'." 1111 eXII'lI!'.iolllS glalllt~t1 ilY 11\l' Se.rl'lilrY of \(t"JI~lllh', (SI'U11l11701 ,)f lIlt' 11l11\'1\1;l1I1'1' alld I....lalt. 1':0( 1\l~IIIII'l(d.1 ':'...:.;"--"--~~""'" _._--_.__._---_.._~--~._...,_._.._-..._._---_.__. Orr C. IN Till' MA nl'.lt 01' TilE FST,\T" "" DouGhOI'ty (-5 :r-AT' f.' j'i"iLL-N^I,i"! Or Of':UII,t.ll } AI "II1,I\,11 "', I'XL< IIIOIt clllMtlIlXrl:.\:[Ull: Lolc of Cumberland ---~.__._.-".". .- (.,JUf\ly Stote of Pen1!3~z~.yp.n_.t~ , , , f .,5: Co,nty 01 Cum)Jerltlnd ) -'If1:1J:'11rnr'll:'Go6d:!,O:lY Vir['inin D. Goodyear /;: D"-l!l1hin D01)O"i t. B-"nk L,:Tf'1'iLQ9.ffi;1,111.Y__ -,---~,.- -,,,,-,,,--,- Administr.ltor - --~'f ~lO :sloln -~f It::; <l1,Clvtoll<l'/I;\IJ Jutcdonl tJ\'Ilng duty s.....orn. IItl'o'" IIno say E;c.CCLJIOfS Decedent died Jc.nunry ____~___, ll).~C].__{:r.ltlllfl 1t)(Ivinq fl tl:SI will, c<>py fJI Vlhlr.1l i, htr"III n"oc;h~d. } {:,I.\', (Y F A III mll!slnlc {M()NTH~ Home and oddreuolollornt'lYor 1 Fowler,_ Addams (.: Shu[hort lJther Quthorlxed loprounlotive to .....hom f' -----.-------.-- ---.--.-- .-------- __n__~_____~.._.__~..______ all c.meltlond~ncfl should bl! mulled. .~1L._S..9_~ th__li.t.!-:- Str_qct_J_..Qa:rl i_,QI_Q._oL._P.A..___________________ That as such Exc_~toE_~.____dl:pOll~l1t i:-. familiar wilh the allair:; of said cstlllt~ amI th~ prupl~rly constituting. (EY.I;(.U TO h- '\UMINI~l FA TO": the nsscts Ihcrl~llf and thl:il fail IHarkct vallH:, That at the time of death lht:rc was Illl ~:ilfc deJlosit bnx rcglsl\:rcd in dc~e\knt' s indi\'idualllill\lc, ur jointly with, or as agent or depnty uf another, 01 in dt'ccdent'~; indivHiu,d namc, wilh right of ,h~c.;ess hy another as agclIl IIr deputy, 'oI.'ith the e}..ccl1tiull of the following: ,- - ~;:;;~NO A~'~-:';~~-:~~-:~~";('" ')Tt"::~;'"'~~~~UN ~':~=T:~I~.;~";~:~;~;,;;'~'",;;;_~~~~~;;"O~:~IONso"e OF JOINT _'"'"1fE~ =~"~_^""",Mm ""_ .~ ~: ."" ^'" """ ::~ ":~_~"'"'." '" ".m.., L 1-_ :."...-"'7==~=-.----==--:-...=;,...;..--,.=:--.:=.=~",:.'=~.~,:=:...-::--==-=:.-:=:.:::~ That tile CUJlt\,;lIb of :-.uid s:Jfc depusit 1101. or boxes arc itemized under Schcdulcs__of this return, with the e>;ception uf tbe fullowing, for the reasons hereinafter set forth: That Schcdde A ;:ttad\l:d hercto llnd IIHldc part hereol' sets forth fully and in detail all the real property in the Commonwealth of i'enn:-;yl..-aTlia Ill' 'l'ihi..:h dl'c~dent dh:d hi\ving an inlcrest therein. It also sets forth the mnrtgagc em~umbran.;.:I.;~; t1lh)IJ cadI p;\rcd of rl,al property al the date of dcath, giving the amount still due at death, name ()r morLbilrel:, date, ralt.: uf inh;n:q, and h(wk and page of record thereof. It also sets forth in the columns provided therefore lltl' ;lsse'is::d ....uluatiull of each of said parcels, the estimated ml1rkct value thereof as Ill' date of death of dlccdcllt. TiHtt Schedule U allOlclicJ hcrelo aod made pal! hcrcof sct~; fOl'(h fully allll in dctail all personal properlY whcrc~,:ovcr situakd oWllcd hy the dcccl1cnt at the lime uf death; all moneys ldt by the dct.:edcllt al the time of .:leath, whether in decedclJI's iillllledi;lh: l'O:~-;l.s~jun. standing to Jt:ccdt:nt's I:redil ill banks of dcpusit, savi.,gs hanks, trt;st compll.lJi~',s, fir other ji\~;!itl.jtinas, whether individually. Ill' in trust fur allY olher l'erson or persons givitlg. .dso scparately the at'crucd iut..:rcst tJ\t:rcuu, if any. down 10 the last intercst day prior tu decedent's death in tilt: L:ii:.l' of s.lvill);S haub, ;lJ-,d \(1 the ~j;~tt.: llt' deL:ctlen('s dt.:ath in all other cases; all bonds, postal savjtl~s, treasury certificiltcs (ir holes ;1110 othcr c\'idcnl.:e of inot:htedncss of the United SI~lll'S to Ihe dl',~ cedent: ail ohligal:IlIl~" .....hcther lIy st;<tulc or .q:.1Tl:lllCnl Ihey arc dt.sigllatcd as tax frl'C. of tlll~ United Statcs, M any state, 01 plJlitical :;uhdi,isiof1 lhnt"lf. /)r d any fon:i~ll {"Illllltr~. which an~ tl\\licd al the limc of dC:Jth; all wearin"L! llnpalci, je'\I~lfY, silveJ\'.'.a..... JllClUll':-'. h(Jo!;s. \HJfks ot' art, IWllscludd furniture, hurses, l~arri"ges, auto01(lhilt'S, boa:s, and any and :ill olhcr pt:r~;ol1;.:1 ...hallcls of \\hatsoevcl" kind or IIntnfe. Icfl hy dl:ccdent. toed her wilh Ihe l>lid\' c:-.tillliJ.lt:d l\I:;r;...~1 \';.dll~ thl'fl'lJf; all lHl/HIs :lllll mmlt!agl~s helll hy decedent and of all d.tims Jue and .,wing de~~cdc111 at the t:ll:e of Jcath, and all I1rorni:-'sClI1' notes or other instrulllcnts in wriling (0.- the paymcllt of 1I10nl~Y of Vlliich dl'CC~l'llt died ru~sesseJ, of whatSflC\.cr nature, with inlerest thcrL~on, if any, givinr, Ihe face val (Ie and c:.ttmatcd rail' m~lIkct value Ihercof. and if such estimated fair ullIrket \'alue hc iess than the face '.due, il st:lS fnnh hriefly thc leaSons for sllch Jeprccilltiull as It) each itcm; nil moneys paYllblc lO the estate 11'0111 lifl' illsur:tllc.:: policies carried by dct.cJent; all annuity and endowment ClJntracts the )lrucecds or ",laidl :I,\l'.fl~ piiyahlc UrHl1I lill' dl'ath of Ihe decedent; ail :ind tlic corpnralc stock~ and dividends unl~ thl~reon and unpaid us Ill' the d;Lll~ llf dl:alh. honds ;\I1J acnlll'tl il1tl.resl tlll'rcon to the date of uecedcnl'~ dealh aud othcr in....~stmcllt sl'L'll:itil'S O,\tl\'~i hy the d(.'ccdent :11 tile tillle of death, v.ith the market value' there. of at such tinw. III till' ellSl' 01' ;:""'\lr'II,II'~:; <II' ,'ll1~:" (II' I'Ill!\llY l'OI'Jl(,rlltllIIlS, till' 1/1\llWS 1"'IHlr'~'d llr;:~ liS fIll' Uti posslhlt' SUhstHlIl.tllly,1 hy !'I1l"n,~l(\1 :.I,!I'."l!1'!l1l~ 01' q.., (~OI'Jl')I'"tl<lll';. sllllwlll!~ 1.I1l! 'IS...'!."; Illlll Il'lhll'l,tl!S tll,'rf'ol' liS or Uw .trttl' of' ""'1'.:,. '\'h,' .....I...II11lp 1l1stl o.:;l'l~; rol'lll l.!il' 1!ll.l'rf'~.1. lH' d.~ef'.t:mt ftl, l.!1'> t.ime ,)f' d"nth I" !IllY ('o-pHI't!1I'rsllI1' Ill" '1I1sll1l''';''>. l\1\d III ,;'lJ'P'I!'j, or 1]\" 'J~ll\w or su,'li lnl..'rl!st. Ul"I'I~ Is 1!1It11!~.!.t t.u suld Sl'1H'llu!,', 1'111I1111'1'11 ...(L!I'lt!I'llls ..:;!In'/,IIl,.!;Ii!I''I<,o.:;P1S 'Ind 11'\hlll:I,'~ 'If' ~1l"1 I~O-Jl.'II't.rL/!L'."tlli' or f\llSllli''iS. ,\ CI'P\ 1)1' ttl" ('O-pllrlllt'I'S~liJl 'L'!,r.'pmpnl.. (Ir oral. II :..;1:11"111"11: :~,'!Ulll!, 1'01'1.1, I."" ll/'!.llI",' II!' III'! II~r'~'~lUeni.) to!!,,'llipr ....Ith n 'itFlU>rnl'lIt. s.'uIIII.!; forth UH~ ,~llltrlLt:I.i'r or Uuo !lll...I/lI'.....,. (Is IO(,IlI.lIJll, atHl ~ucl1 other f'u~ts p\~rtHllllllc. t.o tlll' ltllsluess liS nlllY Ill' pprtlnf!nl 1,/1 !\ 1'lLlr <HHl .111:'1. "pprlllsfll 01' tJ'l~ delll!Clent's lnl.l!resl till'l'I'llllllllsl hesuIJll1tl,tl'd. It sholllllltl,;;n spt. t'orth In 1t1'1Il1.....d I'ol'm, t.O'~I't.II1'l' wlt.t! th,1 fltlr mnrk(d. vidue tlll'rf.'of', IWY ot.hel' property nWlwd or hequclLt.llt'd hy !.Ill! (!I'llpdt'nl nl tlH' Ilml' of' dfltll.l1. T1LI~ Sct>edu/p C Ill.tnehecl Ilt'rcto 1I1le! mild" 11/11'1. hPI"'nl' s.'ts fort.h II Il'''P IIIlSWf1r to ~ndl Inuulry cOlltallUHI I.hprl~ln ftlllllnt.hl~ ell.st!nf't1'ilnst'f~I'sof'pl'Opl)r'I,\'. "I'Il) nr l"'rsnnld~ wllhln two yellrs or dl'eerlcnt's df'llth. In efJlltclnpllltton of c1eepclent.' s t\f!Hth, or Illt('nl\l~d t.o 1,'lkf~ pf'f'f'l't \11 posst'SSIOIl or enJoyment nl or after lieu 1.11, slt1d sctwdnle sets t'orth t.he nnlure IIllfl vll1ue fll' sHch prn(lf>rty, tn whom I.rlU1sferreo, the relnt.iollshlp of tht! t.rllllsferces t.n tJlt~ flecl!lhmt, till! projlfll'!.1IJllllt.e shure rf'e('lvecl by eltcll lrllnsf('rl'l~ and /Ill nthp-r filets of' II pert.1T14mt. Tlnl.ure re/!,nreltllJ.; slIld t.i!lIlSfers. In the CUSP of tl'llTlsfers 1nt(!ondf>li to tnkt' effect. in possession OJ' en.Jo~1I\ent nt. 01' ,d'tf'r dll/lt.h, I,herl! Is IIISfJ ntt,llelLl'll t(1 thi! sclH'dule II CullY of the fh~e(l, trust 'If!;rf'ement or other inst.rnment crt!lItll\l!; the 11'lISt.. 'flu'rl) is III so set forth in slL.d schedute 11 list, of nIl property, rf.'lll nnd lH~l"sonul~ wJth It.s \'lilue, whl('1t Ph!iSf'S ILL deeetllmtts deut.h hy vlr\'u(~ of the exercJse hy decedent, elUH"!r hltllvioUl111y, or.loinlly wlt.h flllot.hf:>r, or fillY powel' of' lll'p..,int.- menl \'csletlln{h!c('(lent., t~ltllcr 1rllllvlchlllll~' or .1nint.ly~ lJythe will, Itend, or ot.her Instrument of' fl.tlot.hp.r, with It copy of' the Instr1U'flf'nt, erenttn~ such power f1ttltl~hed t.o tll" sc:hudule. Thrll Schedule 0 nliflChed hereto lmd mHde p(lrt her('ot' :o-wt.s fort}1 t.11p. nllmes nud actdrf'sses of nll persons hellcf1cil111y Inlerestl~t1 III thIs est/d,c Ill. tht! Lime of t!pe0c1t~lltl s Itellt.h, t.he lIut.llre of thc1r res- pective int.erests, their rellltionshlp, if uuy, tu till' th~celtellt. l.og;ether with tile 111~es lit the time of rleCt',!efl 1.1 s dcnth 0 filiI ml ncrs I llnnu 1 tl:tn ts llne! h(,1wfld II rl PS for 11 f'c \1Iu\er e!t'c("c!ent's Will. I t also CO~ltlllns 11 sl/Il.ement showing which of the henencillrJ(~S nllm(./1 ill t.he deepclent's will, if un~', dted prior t.o dect.~dent, the tlutos of their dellth, tllelr Issue, IUltl tlw Tf-'lllt.lnnshlp of sllch issue t.o the benef1ciary. That S.:/1edu/e E nttnched hereto Ilnti mnde Il pnrl. heT'(!of' sets forth III 1 property, real Ilnd per- 8011111, owned hy tile decedent Joint.ly with nnutlle,' OJ' nthHrs, Inducl1ng Intnnj!,ihle, stnnding in the name of the decerienl fl.lle) others, plus the date and plnce of record of instruments ef'fecting the "estiture of relil est.fl.t{~ /tIlIl t.he dute of acquisition of Ilersolllllt.y, plus t.he nltme, ndrlress nno relationship, if nny, Q r co-oYmers to the decedcn t. Thill. Scf>edu/e F att.llched heret.o llnd ml10e li lIar!. hereof sets fort.h fully nn'! 1n detail ull debts allll deductions cllllmed for Ilnn on behll1 f of' t.his decedent.' s est/lt.e, jnclllll1n~ funeral expenses paid; fumily I~xempl,ion, where nppliCllhle; costs of Iloministrnt.1on 01' thIs estllte; counsel fees /lno f\ldiciar~,t s eommtsslons paid or to be }laldj cost. expenderl for h1lrin1 t1'\IBt.S, tomhst.ones or ~I'ov(!mllrkers, Bnd reli- rr,JOllS services, in consequence 01' t.he denth of the decerlent.j dehts anet clalms o....-ing /11111 Iln}H11d nt t.ime of denth; taxes nccrued chtlrgellhll! f'or period prior to eleceltentl s deltt.h (t'xccpl. those 1l11owcft under Section Gill of' t.he }nher1t.anc(~ 111111 Estllte 1'IIX Act); t.o~~ethel' with 11 stld,Plnent nf col111l.erlll pledgel! for obliga- tions, if any. It is Hgreert that the f'irtudary will prosf'nt proof 01' slltd cllllml'd obUgutiollS upon re- qu{!sl, l.111lt i1' the amount Ilctunlly pldo In settlement. 01' 11ny f't!e, commission or d..~bt 1s less tlHlIl the esl.imuted Ilmount elllJming /lull Ill1owed, t!lllt the SlIme \'ill 1 be reportf'd to thi> j\pglstt'I' of WIlls, Ilnd that the IIInollnt of tax nSSf'S5cl! ClllI h(~ rl~IlSSeSse{l In llee(JrctllJ\I~e therl"",,'1 tho hl1Vt' till' tnUlls oj' t,lie nllpl'oi'rlhtt~ c,))umn~; ill Schedul\'s "A", "B". IJt..!1\ cHI'rl~d l'o,Wllrd lIlIft properly re~1sIPI'(~d 111 tllt'sullll\1nry., "e", "E", /lnrt !IF" liS ti11'('ctf~d there1n, T1l11t day of . 19", \.. L.t'-': ~i ...~- {.- I: ,," ).~....... ~C' c.,/ '\/. /'I"~)I'~-4- 'j~;;;a1r,\aa~b~ft; :!:,..........., (E:racutor,X;l'~~rarf t' 2 He s t ,IIiCl'~~,::.!"!"t, "'.."""..".,.._..'.. (SIT.at Number) C ':.1',+,~ ~.~.~.J .Y.A ,..JJ.Q.lJ. (City or Town and Sl<1te) Subscribed and sworn to before me thiN sorE: Bt!l'nre sl~nll1~ l1t'f1dll\'11. ml1ke sure 1111 lilimk SP:WI!!-. 111 tb,' Ilrf'fdll\'l1. /Iud schpttllles l~nrwxetl'llre 1'111pl\ In with detull'5 or the 'ft'Ort1 "SIlIlP.", /llLfl 11\ ellS!! tl,l.' 1L~S(lts tllt'lwlt' rllrt~ IUllt untist.cll sc('uritie!l, sf!cl1rlt1es of close or f'lImlly corporntlo11s or 1111 IHlt'rl~St Iii IlIlY t'u-PIlI't.lI('rslJtp or buslness, thnt the tlllUt Ilwl st.nt.pments requll",>d IInde1' the lHII'II/!."llph It (11)\'+.' l'plOltlll,c, 10 ~clH'rl111l~ "U" are f1ttnched. '\lsl'mnke cl!rtldll t1l11t collUnn #1 111 t.he "SunBl\nl'Y" hilS het'll prol'l'rly l'otnpl..u~d liS Ilh()\'t'-lllrl'ctf~li. M'- C~J. 1"~7.31 COMMOt+W~"'L TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY . Real property in Pennsylvania, with statement 01 mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent os tenant in common with another or other, should be identified os to quantum 01 interest and the estimated value should be that of the decedent's interest only. (Property held os joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") Tho rool property located In the Commonwoalth of Pen"lylyanlo should be (1) (2) (31 ducrlbed by lot and "block number, Itreoi and .treet number, together with DEPARTMENT o general dascrlp!lon of the property, with 0 ref.rence to the record of tho ASSESSED VALUE VALUA TION conveyance by which the docedent toak title; If a form Itot. numbor \)f o. FOR YEAR OF EST'MA TEO CAUTION crOli alto Italement of mortgage encumbral1cu upon each parcel at death DECEDENTIS MARKET VALUE (Do not write of decadent. Toxlu, onetlmen", occruod Inter..t on mortgage I, ele.,ore OEA TN In thl. space) to hI' llstad on Schedule "Fit and must not be deducted from this schedule. , NONE Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the lost page of this return. NOI~~ Hl'-'V-4~1 18-761 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "B" PERSONAL PROPERTY RESIDENT DECEDENT . f~ i~>> INSTI(lJCTIONS: This S,he1l1lle mils' 1Iiscl<"" 1I11111l1gihle 111111 illlllllgihle IlCr,,","1 prup"rty IIwlled ill1livi1llllllly hy Ihc dccedelll, III Ihc limc or his dc;,'h, Properly oWlle1l by ,he ,lecedell' ioilllly wi,h IIlIolher or o,hers mils' he lis'ed limier Schedote "E". IlIlIIlIgible porsllllllll"ol,,"IY. Iii led ill Ihe IIIIme or Ihe dceedell', bll' pIIYllhle III (",",h '0 ,oo"llCr or o,hers, illcllldillg bo' 110' limited to I'.ll.ll, lI,S, SIIvillgS nOllds IIlId ''''I11lhe 1n1S! '''CII\1I1Is, 111I'" he lisled. despile the fact that they arc 110101' the.: i1umillistcred estate. Tllllgible persollllllwoperty shollld be IiSled firsl (e.g. jewelry, wellrillg IIPpllrel, household goods, oIlId furnishings, hooks, paintings, autollltlhiles, hoats, elc.) IlIlIIlIgible pe"olloll property, such liS hOllds, trcllsllry ccrlificllles, cllsh Oil hlllld 111111 ill bllllk, sl<'cks, morlgllges, lIolCS, logelher with IIecrued illlercs' IIr divi1lcllds, slllllries or Wllges, illsorlloce I"'y"blc 10 Ihe es'"'C or fidocillry ill sllid cllpllcily, Illtr"H'rship illlercs", illleresl ill 11111' IIlIdistriboled esllllc or or illeoll,e rrom 11111' property held ill IfIlS' o"dcr .11e will or IIgrecmClI1 or IIlIolher, cvell 'hollgh locII"d olllside or Ihe Stll", IIllhc timc or dell'h, slulIlld he listed in this SdlcJllh:. Item rmM No. List and t1escrihe fully 1. Dauphin Deposit Bnnk ~ Trust Compmny Checkinc nccount 2. Central Life Ins. Co. PolicY 1;9191,C5 3. Note of William H. ~ Vircinin D. Goodyenr Accrued interest 4. O. C. DouChcrt;{ Trust <lcd,cd ,o!a:r 20, 1')69 20,000. D.S.Treas. 9{% Rotes due 11-30-BC Accrued interest 30,OCO. D.S.Trems. B 7/8% Netes due lC.31-[)O Accrued interest 10,000, D.S.TreDs. 12 1/8% Notes due 11-3('-81 Accrued interest 10,000. U.S.Trans. 8 3/8% l!otes d\lC 8-15-81 Accruod ~nterest 2001 Dnited Fixed Income Fund 275 Sh s. A T ~ T 93 She. Dauphin Depor.it :hnl, (., 'fr. Co. 50 She. GATX Corp. 30e :.:>l':.z. Gencr8.1 R.c:J.l Estr~.to 100 Shs. J-laceJ.l!ln PetroJ.cUr:1 10 5h5. c. 11. 1.iasJ.:.lnd L Sons 1005hz. Pacinc LichtinG 6 Shs. Pi ttr.ton HorteaCo Participations I-laster Savings Cash 5. Income !lccrued in O. C. Dou;;hert)' Chari to, Her:1aindcr Trust dr~ tad l.b::' ::C:, 196<:j Inscrt this lolal npposill' "Persllnall'rnperly", SdlCdulc uWI ill the liAs Rl'POrlcd" columll on the last page of lhis return. UNIT ESTIMATED IlEI',IRTMENT VALliE MARKET VALlIATION VALliE (Do 1Iot write in this space) '/1,1,.88 3,35'1.61 5,550.00 6.38 9'7.26 19,1.52.00 190.11 97.1 L 2~', 11,2.00 11.95.45 100.29 10,029.00 121,.62 95.19 9,519.00 355.88 / 'I) l,tO,11 [\.7661 17,51,0. '1 51.937 : , 282 68 Jqi~r,2.PJ 33 0 69.00 ..., 35.625 1,781.2.5 ~I 1 . rl ::. 3,~25.00 " 800.0C () 'i .b8'll 76.88 21.6'/5 2,18'1.50 26.6[3'7... 160.13 52,368.55 2,LOO.OO 3,906.76 Ie 9.98 x X 181 ,C'75./.~ I/Iil) 0 7S: '7 {., ~ REV-453 (e-711) ,.. >."1- ..,~, '!~;""'; _"'j" 'dl ,._11 i"~"~'t!' ~.'tYJ' ,,.,.JI. ~ .~V~ I 1.;L~)'_"","":'1.i. t :;."::'~:'t":!.~'!":;~'" COM'toNWE:\,:nt t)j; 1'1':N!'\~YI.\,,\:\;I.\ TRANSFEII INlII'lUTANlI' TAX RESIDENT DECEDENT SCIII'll!il.l' "I)" IlF~:FF\( '1\1\lIS ._---_._--_.----~'-. ----..----.. ------.-.----.--.-.------------.--------..--- -' BENEFICIA=::I~~)~;~I'~:E~---\'- -:-:"~'I~~I'N~111:""\'- (Slale rull ",,,nes an" ,,".Ire,"" 0\ nil wl10 Of ",,,.child,,,,, or Slll\'1\'11> , ",\'\" have bl1 interest,' vt~~tcd, ~ol1dng.clll nr olhl'r- \ i\h'~:II,imall' \ ilddfl'lI 1~~..t'~':IlI,,~'.I. \ \II, WISC, IU ,,,,,,le) arc "",o\ve". ,'" S' ,\II', \ "S Illln' I \ torlb this l".lel.) Ill" :>;0 ----.-- ~-------_._-_.~----.-_..-_.~----_. ---- -. --_.._-,~'-' - -_..--~-------- :;;i:, :::::"~~~:" 11 ,'-_ _ld~":'" .[1 ~:p.'C-J8::llL'::"'1d=--_ San Carlos, Calif. 94070 ------t' _---=1I---..,---,L,-,--,------ I ! __---,--'--,-----..,-,.......,' __' __,_,_.,.. _", "...,..-..--f, ..,..--,...., --.----.....-'- ~~::i~~:dD. GOOdYCa"-___~.-90ctleJ2.~(),E_..-\-.-:lc S__'H:9:-.9-2!L ,- \ 1L:L resj,!i1,1e_-,-,- Box 322 +___------------~..-----.. H'j___"-- Ht. HollY Sprinr;s, Fa. l1.Q.~L,-,..--....--,..---',-,,--- 1.,1' .,-"..,-,..-,_..- _-----------,--'-1--'" "".._,__.....,.J__,,____....,, j,.,..,-... -.." '\--" .'--' ' ....--- :::::: ~::; ~"" ~J . d" "' ht'~.J'_"':~~ 1'" ,. " u+'/L~"'d'''-=~ - ~~_~ion_!3l~,_------'--" ..___\_______._,c..._,..-.,..,L, -,..-'''-'-'---'' I I I :::~,::"::, :;:':~ :::---::---t:::..:- -l:: -- .. 'I. --::::::== - !. :..t_J--=:::.t----=-- =l=-=t==-~ .-l= -t- ,-- ,____-~----J,'------' ,-----r---..--\-----------~--..-'----\'--'--"'------ ' , I .+-----.... _,+,_'H____.._ t--------'--t------ __i,.. ...-,- f--...-------- _,-..,---,J-,-,-------'-----l-------- .. : -" -' -' .,.-----..-....-'-" ,-,--- ----+-- ,-- - ---t-------.. -1' , .. \---"-----'=~~..- - ,- ,~:I~~----..-_\--:=''''::i':.:~ ,:~'~:l-,------..-,--,..,- - -1-------\,,-,-1,--' ,---+-,--'-'--'---' - --:~-=~:=t.--,----..,,::~~-[~=~=L- ' --- :L-===~~=~,~,:, _- ..\'_____---- \ ______~ __" "_'H"\- _,--------- ,_ _ ' ," \, .1 .,..L__,..__,--,.., ---_.._._--_._---~_.. .,-.."--.- --,,----_. ,:,-) '.!\l'~d ul: HI',i'.U'i\ '!.\!{"/ IN I',S 1,\ \" -- - --_.-...._---+_..---~~._-_.-+-_.._- Deponent further soys thot 011 the obo'le.nomed bcno1ioiarics cre living at ,hi., 'in'" ",c.cl't below:.. -,-"--' _ .. ._..,-"=;c:c=-"',:=,o".-=--==cc=~c:='i"c:,-c-"".-.-c,-c.-.'.=---='=c--==-' - ,---'" \ ....' _.- ............... I .~,.... ! v".~C, v_",,, ~ """IDEtKE __- ---,:\~==~----'~=:~:r,:-:,:' ,~=.::==:==:,'==--=-~:== --=J'e. -- J _=-. .:o--:~-- ~-~~;~_:= .--- t-lAME -- " oS '/: "'"; g~ 'ii: .,," c:: 'c ~ e ._ u :3 E- -:: ;~u ~ E : B..."B ::1 'J] ~ ~ ~ g, ~ :J ::! 0: Real Prollcrty Personal Property ___ Trallsfers Stl~I\I,IR Y (Sell. "A") ___(S\.:II.lllI1') (Seh, "'C") Gwss Taxable Estate f- ." ~ Z " ., ~ . " ::;; ~ ;.. " ~ u :!l " .J Q .., <1: V> e<: tl. ~ < 0- 0- 0 ~ '" Q. " <1: ~ 10: , Q. .c l!:! f= f- " .., 0 ... <1: " - ~ f- c Q Z c: f- c z 0 VJ ~ tl. ~ .., '" 0 'c I- 0:: .~ ~ .;: 0 - ~ Q. " ~ .... i.j w V; .... 'c ;, 0:: 'c ~ 'c t, '5 ::;; " 2 C :-:':"'0 ;; € :::~ ..J C C !, (1) (As Reported) -0- .~ L,.J61lC7r, p .0:; -0- $ ; ;-_. (2) (As Determined) $ $ $ $ $ - $ I1l~V.4t14 LX 1(.1-1\0) INHERITANCE TAX SUMMARY SHEET (~lJ RI::~.u_LL~E:.9NL ~) File Number 21-80-0041 ..._----_..__._---_._----_._~----_._--~-_._-------_... Estate Nome DOUGHERTY, Orr C. -. --_.._------_._.._~-- --_.-- Dole of Death 01/06/80 ---------_._-_._-~---- Soc;"1 Securily Number .---...----------- REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appainfed Inheritance rax Appraiser in and far the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reportod in the foregQing return at the values set forth opposite each item in the last column to the right in Schedules "Aft, IIB", '.e", and "E" Oaled: July 23, 1980 JiI'{.."ld/ rff/rJ!OH/) INHERITANCE: TAX APPRAISEH INVENTORY VALUE AS APPRAISED CDOE ADJUSTMENTS (HARRISBURG USE ONLY) Real Property (Schfldule A) 5 None 00+ 181,075 76 '0+ None ..)+ None 30+ ,_]..fl.1-,O?~ 76 40- Per.onal Property (Schtldule B) Jolnt.Held Property (Schedule E) Tron!lfer. (Schedule C) TOT AL GROSS ASSETS Leu C.bts and Deduc:tlons (SCHEOULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities. . . . . . . . . . . . . . RATE FACTOR PRINCIPLE FOR USE OF REGISTER ONL Y T ox on $ ~ 6" " Tax on S 15% TOl{ on $ Tax on $ T all. on $ Exemptions Totol Estate: TOTAL TAX 'NTEREST FROM GALANCE TO Less Credits OATE OF PAYMENT AMOUNT PA'D D'SC.OUNT 'NTEREST S + S S = + = BALANCE S 'NTEREST FROM TO _,__ S BALANCE DUE S REMAINDER APPRAISEMENT CODE VALUE COMPUTATION OF TAX $ $ $ $ $ $ $ $ ~~ $ 9Z+ 93- CODE I "- .... .c <JJ ~ Eo< "-... >, ~ j.J <: ~ e:; ~ ~ I-< 0 '" j.J z ~ ~ fa '" \ .... .., 0 " '0 ] '" ~ ~ 0 '0 A ..... tIl :r: .... ::> I-< ...l u .c '" j.J ~ <: I-< " N - I-< 0 0 a- U Z 0 '" U .... N r-. (' - 0 I:. I:. - 0 ~ 0 ~ I:. ~ 0 Z ,.. 0 '" 0 '" ~ '" >- ,.. 0 - ~ ,.. ~ Z z E z ...l 0 - 0 5 ~ ~ ~ ...l Z ::s z CI ~ z at ~ '" ~ 8 0 ::l ~ CI p. \ ) I' l I I , j \ \'..( , )\ lit, /.) i 1;,\' / REV.4S!5 EX+ (3.80) COMMONWEALTH OF PENNSYLVAN'A DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS - -- ~- -.-. .- -- -.-- ORR C. DOUG\lERTY 01 06 80 Estate of Date of Death -- WHEN CLAIMING THE FAMIL V EXEMPTION. COMPLETE THE FOLLOWING: Fiie No, 21-80-41 Claimant VIRG1NIA D. GOODYEAR Relationship to Decedent Dough te r Claimant's Address at time at Docedent's Death 322 Pine Road, Nt. \lolly Springs, Penna, 17065 ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. 1980 ~~tttrC TtSraree~tary 5j:88 I .. 0' Reoister of Hi1.1.s or . er . 1 -1.ea e 62.00 2 25 Cumberland Law Journal Estate Notice 18.00 3 Feb 5 Carlisle Memorinl Service For Hemorial Contract 215.00 4 14 Carlisle Radiology Assoc. X-Ray Interpretation 75.00 , 11< _Rnrh ",__~_~1 11M Tn~ , 1 627.00 h 14 The Eveninu Sentinel. Estate Notice 18.00 7 14 Presbvterian Home Inc Final Bill 134.25 8 11< Thomas J Green H. D. Professional Services 750.00 9 14 Hasland Associates Inc Profeosional "erv;ees ~hn nn 10 lq '''_nini. D Good"ear Famil" Exem"tion 2 000.00 II Mar 28 Fm>llcr, Addams & Shugha rt Filing Petition to Terminate Trust 23.40 12 28 Internal Revenue Service 1979 Income Tax 560.00 l.3 28 Pa. De"artment of Revenue 1979 Income Tax 70.36 l.4 ~pr 7 Rerrister of Hills Filinu inventory and Annraisement 6.00 Reserved for Payment of the 1'01 owing: 15 Register of Hills Filing Account . lUU.UU 16 Notary Public, Affidavits 12.00 17 Fowler, Addams & Shughart Attorney's Fee 2,135.00 18 Dauphin Deposit Bank & Trust Executor's Commission 2,250.00 TOTAL I 10,416.01. 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 t~,t,~e,~:;ti,t~,\as ,cj~~~~~;i?/S',;~fI9?~~,\~ce Tax purposes, ,".,// /y,(, (/~ 7-""1/,,1' /, -/",'//{/A,/~. //, .;>' >11;' _'/{- .I/I-:r"~ . t' /1/ SIGNATUIH~ OF FIDUCIARY I ' DATE OFFICIAL USE ONLY I '1.1'.. (II DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S I' ~, AT (, ~ l\ , % TAX RATE I ".J. ( , ' , / , ;)" /(.(j , , (:~rGI5TLH Or W1'LL::' , /.,. '.' '/ J.-/ (r{~j Y-.YJ'/ DATC GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death ore deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items ore claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of 0 burial lot, tombstone or grove marker and other related burial expenses. All debts being claimed agoinst on estate a,e 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 may be claimed by a spouse of 0 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 some household con claim the exemption. In the event there is no such spouse or child, the ex","ption can be claimed by a parent or parents who ore members of the same household as the decedent. The family exemption is allowable only against assets which pass by 0 will or by the Pennsylvania Intestate Lows. NOTE: Compensation paid to on estate representative; namely, on executor or administrator, for services performed in administering on estate is reportable for Pennsylvania Income Tax purposes. This taxable income item should be reported on form PA.40.lndividuallncame Tax Return. t"' '" 0 n ~ t'1 ;.. :5 - ;.. 0 0 C/l 0 Z C1 n c: 0 S; z 3:: z t"" t'1 t'1 ;.: Z '" ~ - 0 t"" Z Z t'1 >-l t'1 >-l Z ~ >-l -< C/l t'1 - ~ C/l Z 0 C/l 0 >-l ~ "T1 "T1 '" ~ - '-!:' 0 t..;" Z L " Q, ~n ~': L, I... . .C~ " r-- :'i.~:i Cl!. ~ 1.1 wt....: 0: ~35 0' "" 0:;'-'. oCi :>= 'u) :c:_ (.)L'j ~X4 ~o:: ~ ' ,:::0 -< ... ~r-, a:> U t'1 tTi . ;p ;p '" '" INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's nome, 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 dote on which eoch debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide 0 brief explanation in the ren,arks 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, IF ADDITIONAL SPACE IS NECESSARY USE B%" x 11" SHEETS. INSTRUCTIONS To insure proper credit 10 your nccount, the nOIllO of the estate 'Jnd filo numher should he clearly printed on the check or 1II0ney order. This determination and assesslllenl is mode in accordonco with Section 421 and Section 732 of the Inheritance and Estate Tox Act of 1961, 72 P.S. 2485-421,732. The estate tax imposed by Section 421 is due ot Ihe dote o( the decedent's death but shall not become delinquent until the expiration of eighteen (18) monlhs ofler decedent's death provided 11,01 any eslale lax occasianed by a final chunge in the Federul return or of the lax due thereon sholl not become delinquenl until the expiration of one (1) month ufler the person liable to pay the tax receives final notice of the increase. Calculate interest (rom the delinquent dote shown on the face of this form to the date of poymenl using the following interost tob'e: ---------------------------------------------------------------------------------- 1 mooth .005 4 months .020 7 months ,035 10 months .050 2 months ,010 5 months .025 8 months ,040 11 months .055 3 mon ths .015 6 months .030 9 months .045 12 months ,060 --------------- 1 day .00017 11 do y s ,00186 21 days .00352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 day s .00386 4 days .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00llB 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 .--- ------ ----- -------- ------- - -- -- -------- -- - --- --- - --- ---- ---,. -- --- --- ---- ------1 I I ! i Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment moy object thereto within siXly (60) days after receipt of this notice as provided by Section 1001 of the Inheritance aod Estate Tax Act of 1961 (72 P.S. ~ 2485-1001) Make check or money order payable 10: "Register of Wills, Agent" Mail to the address listed below: INSTRUCTIONS _n__ ._._ ......___ To insure proper credit to your (Iccount, the name 01 the estate and file number should be clearly printed on the check or money order. This determinotion and assessment is mode in (Iccorduncc with Section 421 and Section 732 01 the Inheritance and Estate Tax Act of 1961, 72 P,S, 2485-,\21, 732. ---------------------------------------------------------------------------------- 11TOnth .005 4 lUonths .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 mon ths .015 6 months .030 9 months .045 12 months .060 1 day .00017 11 days .00186 21 days .U0352 2 days .00034 12 days .00203 22 days .00369 3 days .00051 13 days .00220 23 day s .00386 4 day s .00068 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 do ys .00101 16 days .00267 26 days .00437 7 days .00118 17 day s .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 79 days .00488 10 days .00169 20 days .00335 30 days .00500 The estate tax imposed by Section 421 is due at the date ollhe decedent's death but shall not become delinquent until the expiration 01 eightccn (18) months after decedent's death provided that any estate tax occosioned by a linal change in the Federal return or of the tax due thereon shall not become delinquent until the expiration of one (1) month after the person liable to pay the tax receives final notice 01 the increase. Colculnte interest from the delinquent dote shown on the face of this form to the dote of payment using the following interest tob'e: .---------------------------------------------------------------------------------- Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S. ~ 2485-1001) Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT ~- ~ COUNTY FILE NO: c?'J,,\o,'/' ^ J' (, \ ~.; TO: bC:}W.~\.JV"'f\ ~:~JU~:l(--\l/i.1- L;(J"/:. ;;. 1 3..1i1\Cv,L:J . d '~~l.j(Jjln.Ml~~\I.j\:, ('{j, I 1..' 'i. , , .",j' DATE d~/'\:J, /, 1 (1 VI (" .\ C e, 1'-/ ESTATE 'J,,'i.. . r/'j1)AJ.tl,../\~/;/:;1 <- FILENO d 1/0\ L) ; i 1\ JI L COUNTY \._.A}^N\I(I,<!.-, .(J,'i..-j \' DATE OF DEATH ;\c;>{', 0 Ic../yo U Appraised Value of Estate: Real Estate Less: Approved Charitable Exemptions $ ----- ) 1, ; f\'jl' '71 + " :J, b ---... + $ J X I (j '7.:1 , 7(" /6 . 1/ 10 I, I , \~.l $ ) 170 ~ 5(; 'IS $ I '70 . fa 59" '} r.. ,) Personal Property Jointly Held Property /Transfers Total Gross Estate Total Approved Deductions Clear Value of Estate Clear Value of Estate subject to Tax Amount Taxab'e @ 6% Rate $ I '70 , C:, ,~) '1, 73 tax due $ / 0" ~ 3 9 . 3; 9 tax due $ j 0/ J..:,,9, 59 Amount Taxable @ 1 S% Rate TOTAL PENNSYLVANIA INHER'TANCE TAX DUE .. .. .. * '* .. A five percent discount totaling S will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT Ii ' "0 T-t - ,l $ q lI05.N.l + $ '/95,00, $ = $9900,00 + = + = Interest accrues at ~ho rato' of six (6) percent per on the unpaid balance of Inheritance Tax from to date of payment Interest due if paid by annum BALANCE OF PENNSYLVANIA INHEfl'TANCE TAX DUE . f I ~.'./,-Y,J11~. I:,-).i\'t JtJ ~'. ~ ' ' " Assessed by: $ (, :-:') 2> '3 9, 59 ~M' is 5('0 lntoflTlIlllOI\ on Reverse Side / ;' ,-,;' ~.,:, ~-- Agent lor the oOmmOl1WII&llh . ... - /,,/',~ ,'-:-~ " ,(. '(!' _~,'<.,::"., I.. ~ ,. / / './ . ''''''/ , '1" ~ " / .. !NF..QR~.!\.!!'Q~ To insure propllf efellll to your ilccounl, tl10 Il1ll1H1 (It 1110 u~tah~ and filo number should he Clf.lllrl~' pnnt. ed on tho check or monuy orduf, This assossment is mado in accordance with StlctlOrI 70B of th~ Inheritance and Estate Tax Act of 1961172 P,S, S 2485,7081, To tho oxtent that inheritanco WX is p,1id wlltlin three (31 months illler tile death of the decedent. a discount of live (5) percent IS allowed (72 P,S, ~ 2485.716). Inheritance Tax, other them lax on a future Interest. IS due al the date ollhe decedent's death and becomes delinquent at the explrntion of rune 191 months ,fter the deceden"s denth (72 P S. \ 2485,7111, Inhell"nce Tax on a future Intere51 i. payable with'" three (31 months niter the transfer lakes elfect '" possession nnd enjoyment and is de'inquent therealter (72 P,S, S 2485,7121 Colcula<e inlere51 fro'" the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ---------- -- - -------------.- - - -- - --- --------- -- -- -- - -- -- 1 month ,005 4 months ,020 7 monthS ,035 '0 months ,050 2 months ,010 5 months 025 8 months ,040 , 1 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 22 days ,00369 3 days ,00051 13 days .00220 23 days ,00386 4 days ,00068 14 days ,00237 24 days ,00403 5 days ,00085 '5 days ,00250 25 days ,00420 6 days ,00101 '6 days ,00267 26 days ,00437 7 days ,00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 - - - -- ------ --- ------ - _.- - - - -- - - --- -- - - - - -- - - - --- -- - - - - - - --------- -- - --- Any party in inlerest, inc'udiny the Coml1\onwea"h and the personal repres""talive, not satisfied with the assessmenl may objeCl lherelo with'" "Xly 1601 days aher rece'pl of this Notice as provided by SeClion 1001 of (he Inheritance and Est.,e To. Act 011961172 P,S S 2485,10011 Make check or money order payable 10: "RegiSfer of Wills. Agent" Mail to the nddress listed below: iNFORMATION, To insure proper credit 10 your account, HIC nnrnu 01 tho (JstJto and file number should be clearly print- ed on tho check or money order. This assessment is made in accordance With Section 708 of tho Inheritance and Estate Tax Act of 1961 (72 P,S, ~ 2465-706), To the extent that inherifance la>l IS paid withm threo (3) months attcr the death of tho decedent. a discount of five {51 percent is allowed (72 P.S. ~ 2485-716). Inheritance T11,(, other thiln taK on a future Interest. j!J due at the date of the decedent's death and becomes delinquent at the expiration of nine (9}ll1onths after the decedent's dealh (72 P.S. S 2485.711). Inheritance Tal( on a future interest is payable within three t31 months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 r.s. 9 2485.712j. Calculate interest from the delinquent date shown on the face of this form to the date of actual payment usino tho following interest table: -------------.-------- ---------- --- ------------- - - --- - --- --.-------- -- - - - ---- 1 month ,005 4 months ,020 7 months ,035 '0 months ,050 2 months ,010 5 months ,025 B months .040 11 months ,055 3 months ,015 6 months ,030 9 months ,045 12 months ,060 I days ,000 17 1 I days ,00166 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00366 4 days ,00066 '4 days ,00237 24 days ,00403 5 days ,00065 15 days .00250 25 days ,00420 6 days .00101 16 days ,00267 26 days ,00437 7 days ,00116 17 days ,00264 17 days ,00454 6 days ,00135 18 days ,00301 26 days ,00471 9 days ,00152 19 days ,00316 29 days ,00466 10 days ,00169 20 days ,00335 30 days .00500 -- - -------- --- ------- -- - ---- - - --- -- - - ----. - - ---- --- - - - - - --------- -----. Any party in interest, including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sIxty (50) days alter receipt of this Notice as provided by Section 1001 of the Inheri,ance and Estate Tax Act of 1961 (72 P,S 9 2465,1001), Make check or money order payable to: "Register of Wills, Agent" Mail 10 the address listed below: " en ~~ '., \., ~, 0., " " '" C:l!::, td\" C)~.- cr:!!.; 0", '-'w We.: a:: :.~ C~ ~ ~~. }"i CJt.l; , rn ~_'2S l'-'U d 0' ", ,.-. l ,. ~'.. cc N G. 1.7, c' "" ~; -~ c, " ,-' ...... ~ SO - ,- ~) :~ ~'j ~. .' ~ ; ;:: i~ ~ ~-; '""..J . '/' hj~~AiHj ~H ::i ~ ~t:1. -". ~ ... ;: <( i "'lil 111 Q. ::i ~ = ~ - ~M """"~ ~ ! (0: "(~ Ql e ::l f) ~ tIl UJ UJ =Qffi ~ ~ CJ '..... . ;: - ~ tIl f) . III ..u ~ ~ ~ ~ ~ p.. ~ f) 1 .::...<( ~ -'.E ""111:1: ~ ~ ~ - ~ g ; = UJ . ~ ~ ~ c'," =~ ~ s: _\~ ~ ~ ~, ~ 8 8 ~ @ \ ;:" ". ~ ~ w. ~ 8 i '6 '- . " . ~ ~..... , I U ~ o ',,_~ . ~ ~ ~ ~ ~ ::i ...., '0 0 ~ ~ .. '\, ~ ~ ~ &1 "- ~ ~ 8 n. "{ 8 IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE TRUST ESTATE OF O. C. DOUGHERTY AND VIRGINIA M. DOUGHERTY, SETTLORS CUMBERLAND COUNTY, PENNSYLVANIA BOTH DECEASED PROPOSED SCHEDULE OF DISTRIBUTION Balance for Distribution as per First and Final Account Estate of O. C. Dougherty - Entire balance for future accounting: PRINCIPAL Cash SECURITIES Dauphin Deposit Bank and Trust Company, Master Savings Account $20,000. U.S. Treasury 9\% Notes due 11-30-80 $30,000. U.S. Treasury 8 7/8% Notes due 10-31-80 $10,000. U.S. Treasury 12 1/8% Notes due 11-30-81 $10,000. U.S. Treasury 8 3/8% Notes due 8-15-Bl 2001 Units Fixed Income Collective Investment Fund 275 shares American Telephone & Telegraph Co. 93 shares Dauphin Deposit Corp. 50 shares GATX Corp. 300 shares General Real Estate Shares 100 shares Magellan Petroleum Corp. 10 shares C. H. Masland & Sons 100 shares Pacific Lighting Corp. 6 shares Pittston Co. l"'t~ ,WlJ; "oL .~'*S $147,033.52 Carrying Value Date of Death Value $ 84.52 $ 84.52 2,400.00 2,400.00 19,960.80 19,452.00 29,791. 64 29,142.00 9,980.10 10,029.00 9,977.90 9,519.00 18,464.96 17,540.76 15.00 14,282.68 11.00 3,069.00 1.00 1,781.25 3.00 3,525.00 1.00 800.00 1.00 76.88 1.00 2,187.50 3.00 160.13 Date of SECURITIES (continued) Carrying Death Value Value Mortgage of G. Edris $ 545.32 $ 545.32 Mortgage of E. R. Gutshall 31,919.04 31,919.04 Mortgage of R. E. Hoke 11,450.00 11,450.00 Mortgage of M. L. Yeager 8,600.00 8,600.00 MISCELLANEOUS Union Central Life Insurance Co. Policy /1919405 1.00 3,357.61 TOTAL PRINCIPAL BALANCE $143,211. 28 $169,921.69 INCOME Cash 3,822.24 3,822.24 $147,033.52 J173,743.93 STATEMENT OF REASONS FOR PROPOSED DISTRIBUTION Distribution is made in accordance with the provisions on the Trust Agreement and Amended Trust Agreement. Virginia M. Dougherty died April 18, 1979. O. C. Dougherty died January 6, 1980. DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Trustee under Amended Agreement of Trust with O. C. Dougherty and Virginia M. Dougherty, Both Deceased. By: Assistant T~ust Officer L'~~~, .lUll; ..~L .~.i 7 1978 Ju.,y- 11 Proceeds on sale of Jewelry $ 177 .00 AU9. 14 Proceeds on sale of Real Estate located Pine Road, Mount Holly Springs, Pennsylvania as follows: Cash: $ 7,000.00 Plus: Pro-rata share of 1978 Real Estate Taxes 47.12 Less: Pro-rata share of 1978 School Tax $42.03 Miscellaneous Settlement Cas ts 16.00 58.03 6,989.09 Sept. 8 Received distribution of net income from O. C. Dougherty Trust UIA 44.52 Nov. 6 Received Patial Payment of William H. & Virginia D. Goodyear 7% Note 52,450.00 Dec. 8 Received distribution of net income from O. C. Dougherty Trust UIA 53.60 1979 JUM 8 Received Capital Gain Distribution on General Real Estate Shares 54.00 July 23 Received of O. C. Dougherty - Proceeds from Metropolitan Life Insurance Co. Policy #4743740B (54092967) on the 382.19 life of Virginia M. Dougherty Nov. 30 Gain on maturity of $10,000. U.S Treasury 7 1/8% Notes due 11-30-79 Realized $ 10,000.00 Carried at 9,999.10 .90 Dec. 4 Received of Colonial Penn Franklin Insurance Co. - Refund on cancellation of medical insurance for Virginia M. Dougherty 1.07 TOTAL PRINCIPAL RECEIPTS $159,472.79 PRINCIPAL DISBURSEMENTS 1974 Ma~ 8 Dauphin Deposit Trust Co. - Reimbursement for postage and insurance 1978 Au~ 14 Loss on maturity of $10,000. U.S. Treasury 8 3/4% Notes due 8-15-98 $ 2.51 Carried at Realized $ 10,007.00 10,000.00 7.00 U~ii.~' J..ulJ ;.~~[ .~.G3 '" 1979 Ju.,y- 23 Delivered to O. C. Dougherty, beneficiary - Metropolitan Life Insurance Policy #4743740B (5409296) on the life of Virginia M. Dougherty $ 1.00 19B1 Jan.- 7 Delivered to Virginia Goodyear, Marion Dougherty and Doris M. Keller, beneficiaries - Fidelity Mutual Life Insurance Company Policy #522190 1.00 Trans ferred to Income 16.250.00 TOTAL PRINCIPAL OISBURSEMENTS $ 16,261.51 \ INCOME RECEIPTS . \ I I 1969 , June- 2 I nteres t - Mortgage of D. C. Krey $ 101.50 I I Interest _ $15,000. U.S. Treasury Bills due 6-19-69 , 20 430.16 , i , i July 1 Interest - Mortgage of D.C. Krey 101.50 23 Interest - Mortgage of E. R. Gutshall 310.60 Aug. 6 Interest - Mortgage of D. C. Krey 101.50 Sept. 2 Interest - Mortgage of D. C. Krey 101.50 3 Interest - Mortgage of E. R. Gutshall 190.17 Oct. 3 Interest - Mortgage of D. C. Krey 101.50 7 Interest - Mortgage of E. R. Gutshall 190.17 Nov. 3 Interest - Mortgage of D. C. Krey 101.50 5 Interest - Mortgage of E. R. Gutshall 190.17 25 Interest - Mortgage of E. R. Gutshall 190.17 Dec. 4 Interest - Mortgage of D. C. Krey 101.50 23 Interest - Mortgage of E. R. Gutshall 190.17 1970 Jan:- 5 Interest - Mortgage of D. C. Krey 101.50 Feb. 2 Interest - Mortgage of E. R. Gutshall 190.17 3 Interest - Mortgage of D. C. Krey 101.50 23 Interest - Mortgage of E. R. Gutshall 190.17 li~., .1.uU :...~[ ''''4 'tV -4- , 1970 March 2 Interest - Mortgage of D. C. Krey $ 101.50 23 Interest - Mortgage of E. R. Gutshall 190.17 April 6 Interest - Mortgage of D. C. Krey 101. 50 21 Interest - Mortgage of E. R. Gutshall 190.17 \ May 1 Interest - Mortgage of D. C. Krey 101.50 22 Interest - Mortgage of E. R. Gutshall 190.17 \ June 3 Interest - Mortgage of D. C. MacDonald .13 I 10 Interest - Mortgage of D. C. Krey 101.50 I i I 23 Interest - Mortgage of E. R. Gutshall 190.17 I July 1 Interest - Mortgage of D. C. MacDonald .44 i I 2 Interest - Mortgage of D. C. Krey 101.50 I , 27 Interest - Mortgage of E. R. Gutshall 190.17 , I ~ 31 Interest - Mortgage of D. S. MacDonald .44 Aug. 3 Interest - Mortgage of D. C Krey 101.50 21 Interest - Mortgage of E. R. GJtshall 190.17 Sept. 1 Interest - Mortgage of D. S. MacDonald .44 3 Interest - Mortgage of D. C. Krey 101. 50 22 Interest - Mortgage of E. R. Gutshall 190.17 Oct. 1 Interest - Mortgage of D. S. MacDonald .44 7 Interest - Mortgage of D. C. Krey 101.50 20 Interest - Mortgage of E. R. Gutshall 190.17 30 Interest - t,lortgage of D. S. MacDonald .44 Nov. 4 Interest - Mortgage of D. C. Krey 101.50 13 Interest - U.S Treasury 5% Notes due 11-15-70 250.00 30 Interest - 140rtgage of E. R. Gutshall 190.17 Dec. 1 Interest - Mortgage of D. S. MacDonald .38 7 Interest - Mortgage of D. C. Krey 101.50 l1lLt, .LUll :-:'ul .~G5 -5- 1970 Dee:- 17 Interest - 110rtgage of E. R. Gutshall $ 190.17 31 Interest - Mortgage of D. S. MacDonald .29 1971 Jan.- 7 Interest - Mortgage of D. C. Krey 101. 50 25 Interest - Mortgage of E. R. Gutshall 190.17 I Feb. 1 Interest - Mortgage of D. S. MacDonald .29 I 3 Interest - Mortgage of D. C. Krey 101.50 1 I 18 Interest - Mortgage of E. R. Gutshall 190.17 March 1 Interest - Mortgage of D. S. MacDonald .29 I 3 Interest - Mortgage of D. 101. 50 , C. Krey \ 1 22 Interest - Mortgage of E. R. Gutshall 190.17 \ April 1 Interest - Mortgage of D. S. MacDonald .29 , I 15 Interest - Mortgage of D. C. Krey 101.50 , I 19 Interes t - Hortgage of M. C. 8ixler 3.69 'I 21 Interest - Mortgage of E. R. Gutshall 190.17 30 Interest - Mortgage of D. S. MacDonald .29 May 5 Interest - Mortgage of D. C. Krey 101.50 14 Interest - U;S; Treasury 7~% Notes due 5-15-74 362.50 24 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of E. R. Gutsha 11 190.17 June 3 Interest - Mortgage of D. S. MacDonald .29 8 Interest - Mortgage of D. C. Krey 101.50 21 Interest - Mortgage of M. C. Bixler 5.83 23 Interest - Mortgage of E. R. Gutshall 190.17 July 1 Interest - Mortgage of D. S. MacDonald .29 7 Interest - Mortgage of D. C. Krey 121.80 22 Interest - Mortgage of M. C. Bixler 5.83 26 Interest - Mortgage of E. R. Gutshall 190.17 l!j;, .~S .1tJtJ i ~~[ tt.U 1971 Aug:- 3 Interest - Mortgage of D. S. MacDonald .29 23 Interest - Mortgage of M. C. Bixler 5.83 26 Interest - Mortgage of E. R. Gutshall 190.71 Sept. 1 Interest - Mortgage of D. S. MacDonald .29 17 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of E. R. Gutshall 191.57 Oct. 1 Interest - Mortgage of D. S. MacDonald .29 22 Interest - Mortgage of M. C. Bixler 5.83 22 Interest - Mortgage of E. R. Gutshall 191. 92 Nov. 1 Interest - Mortgage of D. S. MacDonald .29 12 Interest - U.S. Treasury 7~% Notes due 5-15-74 362.50 19 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of E. R. Gutshall 191. 92 Dec. 1 Interest - Mortgage of D. S. MacDonald .29 17 Interest - Detroit Edison Company 7% Bonds due 6-15-76 383.45 24 Interest - Mortgage of M. C. Bixler 5.83 28 Interest - Mortgage of E. R. Gutshall 191. 92 31 Interest - Mortgage of D. S. NlcDonald .29 1972 Ja~ 7 Interest - Detroit Edison Company 7% Bonds due 6-15-76 72.72 21 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of E. R. Gutshall 191.92 31 Interest - Mortgage of R. E. Hoke 116.33 Feb. 1 Interest - Mortgage of D. S. MacDonald .29 22 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of E. R. Gutshall 191.92 28 Interest - Mortgage of R. E. Hoke 109.06 March 1 Interest - Mortgage of D. S. MacDonald .29 20 Interest - Hortgage of M. C. Bixler 5.83 or'- lI,}i.!. .i.t.HJ l;'vL ..~u, -7- .. 1972 Marth 21 Interest - Mortgage of E. R. Gutshall $ 191.92 28 Interest - Mortgage of R. E. Hoke 109.06 30 Interest - Mortgage of D. S. MacDonald .29 April 18 Interest - Mortgage of E. R. Gutshall 191.92 I 21 Interest - Mortgage of M. C. Bixler 5.B3 \ May 1 Interest - Mortgage of D. S. MacDonald .29 \ 1 Interest - Mortgage of R. E. Hoke 109.06 1 IS Interest - U.S. Treasury 7~% Notes due 5-15-74 362.50 I 1 22 Interest - Mortgage of M. C. Bixler 5.83 I \ 23 Interest - Mortgage of E. R. Gutshall 191. 92 30 Interest - Mortgage of R. E. Hoke 109.06 June 1 Interest - Mortgage of D. S. MacDonald .29 21 Interest - Mortgage of E. R. Gutshall 191.92 26 Interest - Mortgage of R. E. Hoke 109.06 30 Interest - Mortgage of D. S. MacDonald .29 July 17 Interest - Mortgage of M. C. Bixler 17.49 21 Interest - Mortgage of E. R. Gutshall 191. 92 31 Interest - Mortgage of R. Eo Hoke 109.06 Aug. 1 Interest - Mortgage of M. L. Yeager 53.13 1 Interest - Mortgage of D. S. MacDonald .29 23 Interest - Mortgage of R. E. Hoke 109.06 24 Interest - Mortgage of E. R. Gutshall 191. 92 31 Interest - Mortgage of D. S. MacDonald .29 Sept. 5 Interest - Mortgage of M. L. Yeager 53.13 15 Interest - Mortgage of M. C. Bixler 5.83 28 Interest - Mortgage of E. R. Gutshall 191.92 Oct. 2 Interest - Mortgage of M. L. Yeager 53.13 5 Interest - Mortgage of R. E. Hoke 109.25 LtKr. ,l~lI ; "'L '~u8 -8- 1972 Oc~ 20 Interest - Mortgage of M. C. Bixler $ 5.83 30 Interest - Mortgage of E. R. Gutshall 191. 92 Nov. 1 Interest - Mortgage of M. L. Yeager 53.13 I 3 Interest - Mortgage of R. E. Hoke 109.37 , 14 Interest - U.S. Treasury 7~% Notes due 5-15-74 362.50 17 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of E. R. Gutshall 191. 92 29 Interest - Mortgage of R. E. Hoke 109.37 Dec. 4 Interest - Mortgage of M. L. Yeager 53.13 26 Interest - Mortgage of M. C. Baker 5.83 26 Interest - Mortgage of E. R. Gutshall 191. 92 1973 Jan.- 2 Interest - Mortgage of M. L. Yeager 53.13 15 Interest - Mortgage of R. E. Hoke 109.37 22 Interest - Mortgage of M. C. Bixler 5.83 26 Interest - Mortgage of E. R. Gutshall 191. 92 30 Interest - Mortgage of R. E. Hoke 109.37 Feb. 2 Interest - Mortgage of M. L. Yeager 53.13 21 Interest - Mortgage of E. R. Gutshall 191.92 28 Interest - Mortgage of R. E. Hoke 109.37 28 Interest - Mortgage of M. C. Bixler 5.83 March 5 Interest - Mortgage of M. L. Yeager 53.13 19 Interest - Mortgage of M. C. Bixler 5.83 23 Interest - Mortgage of E. R. Gutshall 191.92 28 Interest - Mortgage of R. E. Hoke 109.37 April 16 Interest - Mortgage of M. L. Yeager 53.13 23 Interest - Mortgage of M. C. Bixler 5.83 25 Interest - Mortgage of E. R. Gutshall 191.92 lIJ~' l.Uv ;,\.;~ ';03 -9- 1973 Aprfr 30 Interest - Mortgage of R. E. Hoke $ 109.37 May 14 Interest. U.S. Treasury 7~% Notes due 5-15-74 362.50 18 Interest - Mortgage of M. L. Yeager 53.13 21 Interest - Mortgage of M. C. Bixler 5.83 24 Interest - Mortgage of R. E. Hoke 109.37 29 Interest - Mortgage of E. R. Gutshall 191. 92 June 18 Interest - Mortgage of M. L. Yeager 53.13 22 Interest - Mortgage of M. C. Bixler 5.83 22 Interest - Mortgage of E. R. Gutshall 191.92 July 3 Interest - Mortgage of R. E. Hoke 109.37 16 Interest - Mortgage of M. L. Yeager 53.13 24 Interest - Mortgage of M. C. Bixler 5.83 26 Interest - Mortgage of E. R. Gutshall 191.92 Aug. 1 Interest - Mortgage of R. E. Hoke 109.37 20 Interest - Mortgage of M. L. Yeager 53.13 22 Interest - Mortgage of E. R. Gutshall 191. 92 23 Interest - Mortgage of M. C. Bixler 5.83 Sept. 6 Interest - Mortgage of R. E. Hoke 109.37 17 Interest - Mortgage of M. L. Yeager 53.13 21 Interest - Mortgage of M. C. Bixler 5.83 25 Interest - Mortgage of E. R. Gutshall 191. 92 Oct. 3 Interest - Mortgage of R. E. Hoke 109.37 16 Interest - Mortgage of M. L. Yeager 53.13 22 Interest - Mortgage of M. C. Bixler 5.83 25 Interest - Mortgage of E. R. Gutshall 219.33 Nov. 5 Interest - Mortgage of R. E. Hoke 116.32 14 Interest - U.S. Treasury 7~% Notes due 5-15-74 362.50 16 Interest - Mortgage of M. L. Yeager 56.67 l'.1.', 1'\) . '10 ..J ,'::\.11.. '.1 -10- 1973 Nov.- 21 Interest - Mortgage of E. R. Gutsha 11 $ 220.27 28 Interest - Mortgage of M. C. Bixler 6.67 Dec. 5 Interest - Mortgage of R. E. Hoke 115 .19 17 Interest - Mortgage of M. L. Yeager 56.67 24 Interest - Mortgage of E. R. Gutsha 11 221.67 31 Interest - Mortgage of M. C. Bixler 6.67 1974 Jan:- 3 Interest - Mortgage of R. E. Hoke 113.72 16 Interest - Mortgage of M. L. Yeager 56.67 22 Interest - Mortgage of M. C. Bixler 6.67 25 Interest - Mortgage of E. R. Gutsha 11 222.47 Feb. 4 Interest - Mortgage of R. E. Hoke 113.25 19 Interest - Mortgage of M. L. Yeager 56.67 25 Interest - Mortgage of M. C. Bixler 6.67 25 Interest - Mortgage of E. R. Gutsha 11 222.67 March 4 Interest - Mortgage of R. E. Hoke 112.7 8 18 Interest - Mortgage of M. L. Yeager 56.67 25 Interest - Mortgage of E. R. Gutsha 11 223.00 26 Interest - Mortgage of M. C. Bixler 6.67 29 Interest - Mortgage of R. E. Hoke 112.30 April 15 Interest - Mortgage of M. L. Yeager 56.67 23 Interest - Mortgage of M. C. Bixler 6.67 23 Interest - Mortgage of E. R. Gutshall 223.67 29 Interest - Mortgage of R. E. Hoke 111.82 May 13 Interest - Mortgage of M. L. Yeager 56.67 14 Interest - U.S. Treasury 7~% Notes due 5-15-74 362.50 20 Interest - Mortgage of E. R. Gutshall 223.67 23 Interest - Mortgage of M. C. Bixler 6.67 Ll~~t\ l.ULJ ;"O[ .~1l. 1974 Ju~ 3 Interest - Mort9age of R. E. Hoke $ 111.34 17 Interest - Mortgage of M. L. Yeager 56.67 24 Interest. Mortgage of M. C. Bixler 6.67 26 Interest . Mortgage of R. E. Hoke 110.86 27 Interest - Mortgage of E. R. Gutsha" 223.67 July 9 Interest - Mort9age of W. Burkholder .97 ia Interest - Mortgage of M. L: Yeager 56.67 22 Interest - Mortgage of M. C. Bixler 6.67 24 Interest - Mortgage of E. R. Gutshall 223.67 Aug. 2 Interest - Mortgage of R. E. Hoke 110.37 5 Interest - Mortgage of W. Burkholder 1.25 14 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 222.38 19 Interest - Mortgage of M. L. Yeager 56.67 21 Interest - Mortgage of M. C. Bixler 6.67 22 Interest - Mortgage of E. R. Gutsha" 223.67 30 Interest - Mortgage of R. E. Hoke 109.88 Sept. 9 Interest - Mort9age of W. Burkholder 1.71 18 Interest - Mortgage of M. L. Yeager 56.67 20 Interest - Mortgage of M. C. Bixler 6.67 23 Interest - Mortgage of E. R. Gutsha" 223.67 Oct. 4 Interest - Mortgage of R. E. Hoke 109.38 7 Interest - Mortgage of W. Burkholder 2.18 16 Interest - Mortgage of M. L. Yeager 56.67 21 Interest - Mortgage of M. C. Bixler 6.67 21 Interest - Mortgage of E. R. Gutsha" 224.34 Nov. 4 Interest - Mortgage of W. Burkholder 2.23 4 Interest - Mortgage of R. E. Hoke 108.88 18 Interest - Mortgage of M. L. Yeager Lt:\~'. .i' v" '12 56.67 \,j '';l.IL'J. -12- 1974 Nov.- 21 Interest - Mort9age of E. R. Gutshall $ 224.67 29 Interest - Mort9age of M. C. Bixler 6.67 29 Interest - Mortgage of R. E. Hoke 10B.3B Dec. 4 Interest - Mortgage of W. Burkholder 2.B1 16 Interest - Mortgage of M. L. Yeager 56.67 .20 Interest - Mortgage of E. R. Gutshall 224.67 26 Interest - Mortgage of M. C. Bixler 6.67 31 Interest - Mortgage of W. Burkholder 3.47 1975 Jan:- 2 Interest - Mortgage of R. E. Hoke 107.88 \ 8 Interest - Mortgage of M. L. Yeager 56.67 21 Interest - Mortgage of E. R. Gutshall 224.91 1 ! 24 Interest _ Federal Home Loan ~% Discount Notes due 1-23-75 104.27 , \ i 28 Interest - Mortgage of M. C. Bixler 6.67 ; 29 Interest - Mortgage of R. E. Hoke 107.37 I 1 I 31 Interest - Mortgage of W. Burkholder 3.75 I . , 31 , Interest - Mortgage of M. L. Yeager 56.67 ; I ; .j Feb. 14 Interest _ U.S. Treasury 8 3/4% Notes due 8-15-74 437.50 18 Interest - Mortgage of M. C. Bixler 6.67 21 Interest - Mortgage of E. R. Gutshall 225.00 March 3 Interest - Mortgage of W. Burkholder 3.75 3 Interest - Mortgage of M. L. Yeager 56.67 4 Interest - Mortgage of R. E. Hoke 106.85 24 Interest - Mortgage of M. C. Bixler 6.67 25 Interest - Mortgage of E. R. Gutshall 225.00 April 1 Interest - Mortgage of R. E. Hoke 106,34 2 Interest - Mortgage of W. Burkholder 3.75 17 Interest - Mortgage of M. L. Yeager 56.67 , '3 Lb" J..t.Jv ; ".[ -t.l -13- 1975 AprTr 21 Interest - Mortgage of E. R. Gutshall $ 225.00 22 Interest - Mortgage of M. C. Bixler 6.67 24 Interest - Federal Home Loan 6~% Discount Notes due 4-23-75 77 .26 May 2 Interest - Mortgage of R. E. Hoke 105.B2 5 Interest - Mortgage of W. Burkholder 3.75 B Interest - Mortgage of M. L. Yeager 56.67 22 Interest - Mortgage of E. R. Gutshall 225.00 2B Interest - Mortgage of M. C. Bixler 6.67 June 2 Interest - Mortgage of W. Burkholder 3.75 2 Interest - Mortgage of M. L. Yeager 56.67 3 Interest - Mortgage of R. E. Hoke 105.30 17 Interest - Mortgage of M. C. Bixler 6.67 23 Interest - Mortgage of E. R. Gutshall 226.00 30 Interest - Mortgage of W. Burkholder 3.75 July 2 Interest - Mortgage of R. E. Hoke 104.77 2 Interest - Mortgage of M. L. Yeager 56.67 7 Interest _ Fixed Income Collective Investment Fund 8B.06 21 Interest - r'lortgage of E. R. Gutshall 226.00 28 Interest - Mortgage of M. C. Bixler 6.67 Aug. 1 Interest - Mortgage of M. L. Yeager 56.67 1 Interest - Mortgage of R. E. Hoke 104.24 11 Interest - ~'ortgage of W. Burkholder 3.75 15 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 437.50 18 Interest - Mortgage of M. C. Bixler 6.67 26 Interest - Mortgage of E. R. Gutsha 11 226.57 Sept. 2 Interest - Mortgage of W. Burkholder 3.75 3 Interest - Mortgage of R. E. Hoke 103.71 3 Interest - Mortgage of M. L. Yeager .LUll ; ;."~ .~i4 56.67 l1l,', 1975 Sept. 9 Interest - Mortgage of W. Burkholder $ 3.75 23 Interest - Mortgage of E. R. Gutshall 227.00 25 Interest - Mortgage of M. C. Bixler 6.67 Oct. 2 Interest - Mortgage of M. L. Yeager 57.33 10 Interest - Mortgage of R. E. Hoke 103.17 10 Interest - F1xed Income Collect1ve Investment Fund 92.54 16 Interest ~ Mortgage of W. Burkholder 3.75 20 Interest - Mortgage of M. C. Bixler 6.67 22 Interest - Mortgage of E. R. Gutshall 227.00 Nov. 3 Interest - Mortgage of R. E. Hoke 102.63 5 Interest - Mortgage of M. L. Yeager 57.33 25 Interest - Mortgage of E. R. Gutshall 227.60 28 Interest - Mortgage of M. C. B1xler 6.67 Dec. 1 Interest - Mortgage of W. Burkholder 3.75 1 Interest - Mortgage of R. E. Hoke 102.09 8 I nteres t - Mortgage of M. L. Yeager 57.33 19 Interest - Mortgage of E. R. Gutshall 22B.00 26 Interest - Mortgage of M. C. B1xler 6.67 30 Interest - Mortgage of W. Burkholder 3.75 30 Interest - Mortgage of R. E. Hoke 101.54 1976 Jan.- 8 Interest - F1xed Income Collect1ve Investment Fund 97.67 12 Interest - MOl.tgage of M. L. Yeager 57.33 16 Interest - Mortgage of M. C. B1xler 6.67 22 Interest - Mortgage of E. R. Gutshall 22B.00 30 Interest - Mortgage of R. E. Hoke 100.99 Feb. 2 Interest - Mortgage of W. Burkholder 3.75 9 Interest - Mortgage of M. L. Yeager 57.33 L'J~t\ .lUll ; ~.;[ .ii5 -15- 1976 Fee:- 13 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 $ 437.50 23 Interest - I~ortgage of M. C. Bi xler 6.67 24 Interest - Mortgage of E. R. Gutshall 228.00 25 Interest - Mortgage of W. Burkholder 3.75 March 2 Interest - Mortgage of R. E. Hoke 100.44 16 Interest - Mortgage of M. L. Yeager 57.33 22 Interest - Mortgage of M. C. Bixler 6.67 23 Interest - Mortgage of E. R. Gutshall 229.47 30 Interest - Mortgage of W. Burkholder 3.75 April 5 Interest - Mortgage of R. E. Hoke 99.88 5 Interest - Fixed Income Collective Investment Fund 95.32 19 Interest - Mortgage of M. C. 8ixl er 6.67 19 Interest - Mortgage of M. L. Yeager 57.33 21 Interest - Mortgage of E. R. Gutshall 230.00 27 Interest - Mortgage of W. 8urkholder 3.75 May 5 Interest - Mortgage of R. E. Hoke 99.32 17 Interest - Mortgage of M. L. Yeager 57.33 24 Interest - Mortgage of E. R. Gutshall 230.00 25 Interest - Mortgage of M. C. Bixler 6.67 26 Interest - Mortgage of W. Burkholder 3.75 June 8 Interest - Mortgage of R. E. Hoke 98.75 17 Interest - Mortgage of M. L. Yeager 57.33 21 Interest - Mortgage of M. C. Bixler 6.67 21 Interest - Mortgage of E. R. Gutsha 11 231.00 29 Interest - Mortgage of R. E. Hoke 98.18 July 2 Interest - Mortgage of W. Burkholder 3.75 6 Interest _ Fixed Income Collective Investment Fund 102.17 19 Interest - Mortgage of M. C. Bixler 6.67 l!j" .ll~V ; ~"[ .as -16- 1976 Ju.,y- 20 Interest - Mort9age of M. L. Yeager $ 57.33 26 Interest - Mortgage of E. R. Gutshall 231.00 Aug. 2 Interest - Mortgage of W. Burkholder 3.75 10 Interest - r'lortgage of R. E. Hoke 97.61 13 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 437.50 17 Interest - Mortgage of M. L. Yeager 57.33 24 Interest - Mortgage of M. C. Bixler 6.67 26 Interest - Mortgage of E. R. Gutshall 231.51 Sept. 1 Interest - Mortgage of R. E. Hoke 97.03 3 Interest - Mortgage of W. Burkholder 2.81 17 Interest - Mortgage of M. L. Yeager 57.33 20 Interest - Mortgage of M. C. Bixler 6.67 21 Interest - Mortgage of E. R. Gutshall 233.66 29 Interest - Mortgage of R. E. Hoke 96.45 Oct. 5 Interest - Fixed Income Collective Investment Fund 101. 32 6 Interest - Mortgage of W. Burkholder 2.21 18 Interest - Mortgage of M. L. Yeager 57.33 25 Interest - Mortgage of M. C. Bixler 6.67 25 Interest - Mortgage of E. R. Gutshall 234.34 25 Interest - Mortgage of R. E. Hoke 95.87 26 Interest - Mortgage of W. Burkholder 1.59 Nov. 16 Interest - Mortgage of M. L. Yeager 57.33 22 Interest - Mortgage of M. C. Bixler 6.67 23 Interest - Mortgage of E. R. Gutshall 235.50 30 Interest - Mortgage of R. E. Hoke 95.28 Dec. 2 Interest - Mortgage of W. Burkholder .98 20 Interest - Mortgage of M. C. Bixler 6.67 20 Interest - Mortgage of E. R. Gutshall 235.50 lIdLI J.. 'lJ.r 'i7 lJ ':'1.110 at. I \ 1976 Dee:- 20 Interest - Mortgage of M. L. Yeager $ 57.33 1977 Ja~ 4 Interest - Mortgage of R. E. Hoke 94.69 6 Interest - F1xed Income Collect1ve Investment Fund 101.19 10 Interest - Mortgage of W. Burkholder .36 \ 18 Interest - Mortgage of M. L. Yeager 57.33 21 Interest - Mortgage of E. R. Gutshall 236.77 \ 31 Interest - Mortgage of M. C. B1xler 6.67 31 Interest - Mortgage of R. Eo Hoke 94.09 Feb. 14 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 437.50 \ 17 Interest - Mortgage of M. L. Yeager 57.33 " 1 , 22 Interest - Mortgage of M. \ C. Bixler 6.67 \ 24 Interest - Mortgage of E. R. Gutshall 236.50 I i \ I 28 Interest - 140rtgage of R. Eo Hoke 93.49 ! March 15 Interest - Mortgage of M. L. Yeager 57.33 18 Interest - Mortgage of E. R. Gutshall 236.50 23 Interest - Mortgage of M. C. B1xler 6.67 25 Interest - Mortgage of R. E. Hoke 92.89 Apr1l 6 Interest - F1xed Income Collective Investment Fund 106.07 18 Interest - Mortgage of M. L. Yeager 57.33 20 Interest - Mortgage of E. R. Gutshall 237.60 25 Interest - Mortgage of M. C. Bixler 6.67 May 2 Interest - 140rtgage of R. E. Hoke 92.28 16 Interest - Mortgage of M. L. Yeager 57.33 23 Interest - 1,1ortgage of E. R. Gutshall 237.80 31 Interest - Mortgage of M. C. Bixler 5.57 June 9 Interest - Mortgage of R. Eo Hoke 91.67 17 Interest - Mortgage of M. L. Yeager 57.33 lb:.~ .lUll ' 'r ',' 8 t ':&'1\. '.1..1 -18- 1977 Ju~ 20 Interest - Mortgage of M. C. Bixler $ 6.17 27 Interest - Mortgage of E. R. Gutshall 23B.17 28 Interest . Mortgage of R. E. Hoke 91.05 July 7 Interest. Fixed Income Collective Investment Fund 108.65 19 Interest . Mortgage of M. L. Yeager 57.33 25 Interest - Mortgage of M. C. Bixler 5.78 25 Interest - Mortgage of E. R. Gutshall 238.17 29 Interest - Mortgage of R. E. Hoke 90.43 Aug. 15 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 437.50 16 Interest - Mortgage of M. L. Yeager 57.33 25 Interest - Mortgage of E. R. Gutshall 238.77 26 Interest - I~ortgage of M. C. Bixler 5.38 Sept. 1 Interest - Mortgage of R. E. Hoke B9.80 19 Interest - !.1ortgage of M. L. Yeager 57.33 22 Interest - Mortgage of E. R. Gutshall 240.17 26 Interest - Mortgage of M. C. Bixler 4.98 30 Interest - Mortgage of R. E. Hoke 89.17 Oct. 4 Interest - Fixed Income Collective Investment Fund 113.79 20 Interest - Mortgage of M. L. Yeager 57.33 24 Interest - Mortgage of E. R. Gutshall 240.17 25 Interest - Mortgage of M. C. Bixler 4.58 28 Interest - Mortgage of R. E. Hoke 88.54 Nov. 17 Interest - Mortgage of M. L. Yeager 57.33 21 Dividend - Pacific Lighting Corp. 45.00 21 Interest - f'lortgage of M. C. Bixler 4.18 22 Dividend - Pittston Company 1.80 22 Interest _ ^ T & T Co. B 3/4% Third Year Debentures due 5-15-00 43.76 25 Interest - Mortgage of E. R. Gutshall 240.17 ~l:\.." . '9 l.UlJ ; ."~ .Ai 1977 NoV:-- 25 Loan Payment of William H. & Virginia D. Goodyear 30 Interest - Mortgage of R. E. Hoke Dec. 5 Social Security ~nefits 7 Received of AAA - Towing service 14 Received of Gulf Oil Co. - Refund on credit balance 15 Interest - Mortgage of M. I. Yeager 19 Received of Penn~ Blue Shield - Claim Payment for Medic~re Benefits 20 Interest - Mortgage of E. R. Gutshall 23 Interest - A T & T Co. 8 3/4% Thirty Year Debentures due 5-15-00 28 Dividend - GATX Corp. 28 Dividend - C. H. Masland & Sons 30 Annuity - Fidelity Mutual Life InsuranceCo. 30 Interest - Mortgage of R. E. Hoke 1978 Ja~ 3 Interest - Mortgage of M. C. Bixler 3 Dividend - Dauphin Deposit Corp. 4 Interest - Fixed Income Collective Investment Fund 6 Social Security Benefits 6. Dividend - ^ T & T Co. 9 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account Feb. 18 Interest - Mortgage of M. L. Yeager 18 Doris M. Keller - Duplicate payment from checking account 23 Loan Payment of William H. & Virginia D. Goodyear 26 Interest - Mortgage of E. R. Gutshall 31 Interest - Mortgage of R. E. Hoke 31 Interest - Mortgage of M. C. Bixler 3 Dividend - Pittston Co. I " .Lvl."" "'0 - .\..f\ V I ~UL '.l~ -20- $ RO.OO 87.89 457.70 10.00 6.03 57.33 8.00 240.17 6.40 22.50 2.00 378.39 87.25 3.77 46.50 115.72 457.70 275.10 2.77 57.33 25.00 80.00 240.17 86.61 3.36 1.80 197B Fe~ 9 Dividend - A T & T Co. 4% Pfd 9 Social Security Benefits 14 Interest - Mortgage of M. C. Bixler 14 Interest - U.S. Treasury B 3/4% Notes due 8-15-78 16 Dividend - Pacific Lighting Corp. 17 Interest - Mortgage of M. L. Yeager 22 Annuity - Union Central Life Insurance Co. 23 Interest - Mortgage of E. R. Gutshall 28 Interest - Mortgage of R. E. Hoke March 2 Loan Payment of William H. & Virginia D. Goodyear 2 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 7 Social Security Benefits 9 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 10 Interest - Mortgage of M. L. Yeager 21 Interest - Mortgage of E. R. Gutshall 27 Dividend - General Real Estate Shares 27 Dividend - C. H. Masland & Sons 31 Interest - Mortgage of R. E. Hoke April 3 Interest - Mortgage of G. Edris 3 Dividend - A T & T Co. 3 Dividend - Dauphin Depositlbrp. 5 Dividend - GATX Corp. 5 Interest - Fixed Income Collective Investment Fund 6 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 6 Cash found in personal effects 6 Social Security Benefits \ -21- "~1 U~t.:i lUll ; ,:.~[ .~~ $ 13.00 457.70 2.16 437.50 45.00 57.33 23.51 240.17 85.96 40.00 42.40 457.70 3.00 57.33 241.80 24.00 1.50 85.30 1.71 316.25 46.50 22.50 116.25 62,47 20.00 457.70 197B ^prrr- 17 Interest - Mortgage of M. L. Yeager 17 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 21 Interest - ~1ortgage of E. R. Gutshall 21 Received of Penna Blue Shield - Claim Payment for' Medicare Benefits May 21 Received of Penna Blue ~h1eld - Claim Payment for a5'Special Benefits 2B Loan Payment of William H. & Virginia O. Goodyear 1 Interest - Mortgage of G. Edis 2 Received of Penna Blue Shield - Claim Payment for Medicare Benefits June 2 Interest - Mortgage of R. E. Hoke 9 Social Security Benefits 12 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 12 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 15 Dividend - Pacific Lighting Corp. 17 Dividend - Pittston Co. 22 Interest - Mortgage of M. L. Yeager 24 Interest - Mortgage of E. R. Gutshall 25 Loan Payment of William H. & Virginia O. Goodyear 31 Interest - Mortgage of R. E. Hoke 31 Interest - U.S. Treasury 7 1/8% Notes due 11-30-79 1 Interest - Mortgage of G. Edris 5 Social Security Benefits 12 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 12 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 19 Interest - Mortgage of M. L. Yeager "-2 Lf.h;:\ J..U\.J ;~~L I.t.~ $ 57.33 12.00 242.50 26.40 3.00 80.00 3.67 16.60 84.64 457.70 108.00 2.50 45.00 1.80 57.33 242.50 40.00 83.9B 356.25 3.67 457.70 12.00 3.00 57.33 1978 June- 22 Interest - Mortgage of E. R. Gutshall $ 242.50 23 Oividend - C. H. Masland & Sons 2.00 26 Oividend - General Real Estate Shares 99.00 July 3 Interest - Mortgage of G. Edris 3.67 3 Interest - Mortgage of R. E. Hoke 83.31 3 Dividend - Dauphin Deposit Corp. 46.50 3 Dividend - A T & T Co. 316.25 3 Dividend - GATX Corp. 22.50 7 Social Security Benefits 487.60 11 Interest - Fixed Income Collective Investment Fund 114.64 13 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 59.46 20 Interest - Mortgage of M. L. Yeager 57.33 24 Interest - Mortgage of E. R. Gutshall 242.50 Aug. 1 Interest - Mortgage of R. E. Hoke 82.64 3 Interest - Mortgage of G. Edris 3.67 9 Social Security Benefits 487.60 14 Dividend - Pacific Lighting Corp. 45.00 14 Interest - U.S. Treasury 8 3/4% Notes due 8-15-78 437.50 16 Interest - Mortgage of M. L. Yeager 57.33 16 Dividend - Pittston Co. 1.80 21 Proceeds from sale of household effects 322.52 21 Interest - Mortgage of E. R. Gutshall 242.50 21 Interest - Fixed Income Collective Investment Fund 37.93 Sept. 5 Interest - Mortgage of R. E. Hoke 81.96 6 Interest - Mortgage of G. Edris 3.67 16 Interest - Mortgage of M. L. Yeager 57.33 22 Interest - Fixed Income Collective Investment Fund 39.07 25 Interest - Mortgage of E. R. Gutshall '~3 242.50 lll\..1\ .i.,JlJ ; "'"[ '.l~ 1978 Sejit'" 25 Dividend - General Real Estate Shares 25 Social Security Benefits 27 Received of Penna Blur Shield - Claim Payment for Medi care Benefi ts 27 Received of Penna Blue Shfeld - Claim Payment for 65 Special Benefits 27 Dividend - C. H. Masland & Sons 2 Dividend - Dauphin Deposit Corp. Oct. 2 Dividend - A T & T Co. 2 Interest - Mortgage of G. Edris 3 Of vi dend - GATX Corp. 5 Interest - Mortgage of R. E. Hoke 6 Social Security Benefits 13 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 13 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 13 Loan Payment of William H. & Virginia D. Goodyear 18 Interest - Mortgage of M. L. Yeager 18 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 18 Interest - Fixed Income Collective Investment Fund Nov. 23 Interest - Mortgage of E. R. Gutshall 31 Received of Presbyterian Homes - Refund on credit balance 1 Interest - Mortgage of R. E. Hoke 2 Interest - Mortgage of G. Edris 6 Soci a 1 Securi ty Benefits 16 Dividend - Pacific Lighting Corp. 16 Dividend - Pittston Co. 20 Interest - Fixed Income Collective Investment Fund 22 Interest - Mortgage of M. L. Yeager -24- ~1)~f\ l.~tJ; 04CC ~.c.4 $ 99.00 487.60 18.00 4.50 1.50 51.15 316.25 3.67 22.50 81.28 487.60 24.00 6.00 80.00 57.33 47.49 57.55 242.50 199.50 80.60 3.67 487.60 50.00 1.80 58.42 57.33 1978 Nov.- 27 Interest - Mort9age of E. R. Gutshall $ 242.50 29 Interest - U.S. Treasury 7 1/8% Notes due 11-30-79 356.25 Dec. 4 Received of Penna 8lue Shield - Claim Payment for Medicare Benefits 8.00 4 Interest - Mortgage of G. Edris 3.67 4 Social Security Benefits 487.60 5 Interest - Mortgage of R. E. Hoke 79.91 8 Received of Penna Blue Shield - Claim Payment for 65 Special Beneifts 2.00 18 Interest - Mortgage of M. L. Yeager 57.33 18 Dividend - GATX Corp. 22.50 19 Interest - Fixed Income Ccllective Investment Fund 57.72 19 Interest - Mortgage of E. R. Gutshall 242.50 21 Received of Richard A. Neider - Refund on cancellation of homeowner's insurance 61.00 27 Dividend - C. H. Masland & Sons 1.50 27 Dividend - General Real Estate Shares 114.00 29 Annuity _ Fidelity Mutual Life Insurance Co. 378.39 1979 Jan.- 2 Dividend - Dauphin Deposit Corp. 51.15 3 Interest - Mortgage of G. Edris 3.67 3 Interest - Mortgage of R. E. Hoke 79.21 3 Dividend - A T & T Co. 316.25 5 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 47.55 10 Interest - Mortgage of M. L. Yeager 57.33 10 Social Security Benefits 487.60 12 Interest - Fixed Income Collective Investment Fund 58.84 22 Interest - Mortgage of E. R. Gutshall 242.27 Feb. 2 Loan Payment of William H. & Virginia D. Goodyear 80.00 11.-..... U:K~. ..lUIJ ; .vL 'J,/:',) 1979 Fe-S:- 2 Interest - Mortgage of G. Edl"i s $ 3.67 5 Interest - Mortgage of R. Eo Hoke 78.51 5 Interest - Mortgage of M. L. Yeager 57.33 5 Dividend - Pittston Co. 1.80 12 Social Security Benefits 487.60 14 Interest - Fixed Income Collective Investment Fund 57.68 14 Interest - U.S. Treasury 8 3/8% Notes due 8-15-81 418.75 14 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 16.00 14 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 4.00 16 Dividend - Pacific Lighting Corp. 50.00 16 Annuity - Union Central Life Insurance Co. 38.35 21 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 84.72 22 Interest - Mortgage of E. R. Guts ha 11 239.84 March 2 Interest - Mortgage of R. E. Hoke 77 .81 2 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 21.18 5 Received Colonial Penn Franklin Insurance Co. - Claim Payment 100.00 5 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 63.92 5 Social Security Benefits 487.60 5 Interest - Mortgage of G. Edris 3.67 7 Loan Payment of William H. & Virginia D. Goodyear 40.00 12 Interest - Fixed Income Collective Investment Fund 59.30 12 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 22.38 16 Interest - Mortgage of M. L. Yeager 57.33 16 Dividend - General Real Estate Shares 39.00 U~~r~ .J.. '\..I "[ .r C U IHU 1...-:.0 -26- 1979 March 16 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits $ 1.60 I 23 Interest - Mort9age of E. R. Gutshall 237.40 30 Interest - C. II. Masland & Sons 1.50 'I April 2 Interest - Mortgage of G. Edris 3.67 I 2 Dividend - A T & T Co. 343.75 I 2 Dividend - Dauphin Deposit Corp. 51.15 ! 3 Interest - Mortgage of R. E. Hoke 77 .10 3 Dividend - GATX Corp. 25.00 6 Social Security Benefits 4B7.60 6 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 62.48 9 Interest - Mortgage of M. L. Yeager 57.33 12 Interest - Fixed Income Collective Investment Fund 60.97 24 Interest - Mortgage of E. R. Gutshall 234.93 30 Interest - U.S. Treasury 8 7/B% Notes due 10-31-80 1,331.25 May 1 Interest - Mortgage of G. Edris 3.67 4 Social Security Benefits 327.80 4 Interest - Mortgage of R. E. Hoke 76.38 4 Received of Capital Blue Cross - Claim Payment for 65 Extended Benefits 14.10 11 Interest - Fixed Income Collective Investment Fund 60.59 14 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 25.44 16 Received of Internal Revenue Service - Refund on Overpayment 1978 Federal Income Tax 300.00 17 Dividend - Pacific Lighting Corp. 50.00 17 Interest - Mortgage of M. L. Yeager 57.33 28 Dividend - Pittston Co. 1.80 30 Interest - U.S. Treasury 9~% Notes due 11-30-80 925.00 l!j~1\ J: '( , " '''7 oj J I "VI.. 'J.c, -27- 1979 MaY--- 30 Interest - U.S. Treasury 7 1/8% Notes due 11-30-79 June July Aug. 4 Social Security Benefits 5 Interest - Mortgage of G. Edris 5 Interest - Mortgage of R. E. Hoke 5 Interest - Fixed Income Collective Investment Fund 7 Interest - Mortgage of M. L. Yeager 8 Dividend - General Real Estate Shares 13 Received of Presbyterian Home - Refund on credit balance 22 Interest - Mortgage of E. R. Gutshall 28 Received of Capital Blue Cross - Refund on Insurance Premium 2 Dividend - Dauphin Deposit Corp. 3 Dividend - C. H. Masland & Sons 3 Dividend - GATX Corp. 5 Interest - Mortgage of G. Edris 5 Interest - Fixed Income Collective Investment Fund 6 Interest - Mortgage of R. E. Hoke 6 Social Security Benefits 6 Dividend - A T & T Co. 11 Interest - Mortgage of M. L. Yeager 11 Interest - Dauphin Deposit Bank and Trust Company - Master Savings Account 16 Interest - Mortgage of E. R. Gutshall 24 Interest - Mortgage of E. R. Gutshall 2 Interest - Mortgage of G. Edris 2 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 3 Interest - Fixed Income Collective Investment Fund 6 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 7 Interest - Mortgage of R. E. Hoke "~8 L1~~~ ..lUt;: .i;[ .~..:. -28- $ 356.25 327.80 3.67 76.33 61.63 57.33 36.00 ' 499.62 229.95 15.50 51.15 1.50 25.00 3.67 60.60 76.33 360.60 343.75 57.33 32.22 232.45 227.44 3.67 12.00 62.56 9.60 76.33 1 I 1 1979 I Aug;- 8 Social Security 8enefits $ 360.60 l I 8 Received of Penna Blue Shield - Claim Payment for I 65 Special Benefits 3.00 15 Received of Penna ~ue Shield - Claim Payment for 1 65 Special Benefits 2.40 1 17 Interest - U.S. Treasury 8 3/8% Notes due 8-15-81 418.75 17 Dividend - Pacific Lighting Corp. 50.00 17 Dividend - Pittston Co. 1.80 21 Interest - Hortgage of 14. L. Yeager 57.33 22 Interest - Mortgage of E. R. Gutshall 224.91 Sept. 5 Interest - Mortgage of G. Edris 3.67 6 Interest - Mortgage of R. E. Hoke 76.33 7 Social Security Benefits 360.60 7 Interest - Fixed Income Collective Investment Fund 97.44 7 Dividend - General Real Estate Shares 90.00 24 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 20.80 24 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 5.20 25 Interest - Mortgage of E. R. Gutshall 222.36 25 Dividend - C. H. Masland & Sons .50 Oct. 1 Dividend - Dauphin Deposit Corp. 55.80 2 Interest - Mortgage of G. Edris 3.67 2 Interest - Fixed Income Collective Investment Fund 107.97 2 Dividend - GATX Corp. 25.00 3 Interest - Mortgage of R. E. Hoke 76.33 3 Dividend - A T & T Co. 343.75 3 Interest - Dauphin Deposit Bank and Trust Company - Master Savings Account 49.19 5 Social Security Benefits 360.60 L!~..'\ 1. 'LJ" "'9 t; .,",lJ~ ''*~ -29- 1979 Oct.""""' 15 Interest - Mortgage of M. L. Yeager 24 Interest - Mortgage of E. R. Gutshall 31 Interest - U.S. Treasury 8 7/8% Notes due 10-31-80 Nov. 5 Interest - Mortgage of R. E. Hoke 5 Interest - Mortgage of G. Edris 7 Interest - Fixed Income Collective Investment Fund 8 Interest - Mortgage of M. L. Yeager 12 Social Security Benefits 19 Dividend - Pacific Lighting Corp. 20 Dividend - Pittston Co. 26 Interest - Mortgage of E. R. Gutshall 30 Interest - U.S. Treasury 7 1/8% Notes due 11-30-79 30 Interest - U.S. Treasury 9 1/4% Notes due 11-30-80 Oec. 5 Interest - Mortgage of R. E. Hoke 5 Interest - Mortgage of M. L. Yeager 5 Interest - Fixed Income Collective Investment Fund 7 Interest - Mortgage of G. Edris 7 Social Security Benefits 19 Dividend - GATX Corp. 31 Interest - Mortgage of E. R. Gutshall 31 Annuity - Fidelity Mutual Life Insurance Co. 31 Interest - William H. & Virginia O. Goodyear 7% Note 31 Dividend - C. H. Masland & Sons 1980 Jan:--- 3 Interest - Mortgage of G. Edris 4 Dividend - A T & T Co. 4 Oividend - A T & T Co. 4 Interest - Dauphin Deposit Bank and Trust Company Master Savings Account ''''r. U~~ti .i.Uli; ..~[ f.J.U,,!, -30- $ 114.66 219.80 1,331.25 76.33 3.67 108.39 57.33 360.60 56.00 1.80 217.22 356.25 925.00 76.33 57.33 109.31 3.67 360.60 25.00 214.62 37B.39 155.40 .50 3.67 343.75 55.80 42.21 Distribution of net income received from O.C. Dougherty Trust Under Agreement as follows: 12-09- 77 3-09- 78 6-08-78 3-09-79 6-12-79 9-12-79 12-12-79 $ 60.37 35.36 30.00 53.59 64.26 54.99 53.19 Transferred from Principal TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS 1969 Ma~ 20 Accrued Interest on Purchase of D. C. Krey Mortgage June 5 Dauphin Deposit Trust Company - Postage & Insurance 20 Accrued Interest on Purchase of E. R. Gutshall Mortgage 1970 March 25 1970 County Personal Property Tax May 20 Accrued Interest on Purchase of $10,000. U.S. Treasury 5% Notes due 11-15-70 1971 Aprrr- 23 1971 County Personal Property Tax 1972 Jan:--- 11 Accrued Interest on Purchase of R. E. Hoke Mortgage April 5 1972 County Personal Property Tax July 21 Accrued Interest on Purchase of M. L. Yeager Mortgage 1973 Ma~ 3 1973 County Personal Property Tax July 11 Dauphin Deposit Trust Company - Service Charge for Preparation of 1972 Fiduciary Income Tax Returns 1974 Ap~ 18 Dauphin Deposit Trust Company - Service Charge for Preparation of 1973 Fiduciary Income Tax Returns May 7 1974 County Personal Property Tax u:\~" l.UlJ i"~[ '~01 -31- $ 351.76 16,250.00 $ 98,327.08 $ 64.29 5.07 57.05 196.00 8.15 196.20 38.77 133.08 17.71 234.81 27.00 24.00 234.45 1975 Ma~ 20 Dauphin Deposit Trust Company - Service Charge for Preparation of 1974 Fiduciary Income Tax Returns 8 Accrued Interest on Purchase of 550 Units Fixed Income Collective Investment Fund 14 1975 County Personal Property Tax June 13 Accrued Interest on Purchase of E. R. Gutshall Mortgage May Sept. 22 Accrued Interest on Purchase of M. L. Yeager Mortgage 1976 Aprrr- 7 Dauphin Deposit Trust Company - Service Charge for Preparation of 1975 Fiduciary Income Tax Returns 28 1976 County Personal Property Tax May 12 Accrued Interest on Purchase of 13 Units Fixed Income Collective Investment Fund June 16 Accrued Interest on Purchase of E. R. Gutshall Mortgage Dec. 13 Accrued Interest on Purchase of 23 Units Fixed Income Collective Investment Fund 1977 Ma~ 11 Accrued Interest on Purchase of 28 Units Fixed Income Collective Investment Fund April 6 1977 County Personal Property Tax May 6 Dauphin Deposit Bank and Trust Company - Service Charge for Preparation of 1976 Fiduciary Income Tax Returns Nov. 22 Katherine Coulson - House cleaning 22 Dorothy Sheriff - House cleaning 25 Harris Associates - X-Rays Dec. 7 Katherine Coulson - House cleaning 7 Dorothy Sheriff - House cleaning 12 Katherine Coulson - House cleaning 12 Dorothy Sheriff - House cleaning 12 MGM Pharmacy - Prescriptions 12 Metropolitan Edison Co. - Electric service ....2 f\',., ..r.. l"" ,.lull, _"c LV $ 24.00 29.84 235.12 .17 .25 24.00 251.49 .76 .50 2.71 3.19 252.68 24.00 11.25 11.25 11.00 10.00 10.00 10.00 10.00 62.38 62.00 1977 Dee:-- 12 Frank W. Slyder - Services 12 Farmers Trust Co. - Safe deposit box rental 12 Masland Associates - Professional services 12 Joseph McGraw Inc. - Inspection of Real Estate 14 United Telephone - Telephone service 14 Presbyterian Home - Haintenance 14 Katherine Coulson - House cleaning 14 Dorothy Sheriff- House cleaning 20 Colonial Penn Franklin Insurance Co. . !'\edical Insurance Premium 20 AARP - l~edical Insurance Premium 28 William H. Goodyear - Reimbursement for boarding dog 28 Richard A. Neiderer - Homeowners Insurance Premium 28 Masland Associates - Professional services 28 Troy Laundry & Dry Cleaning Co. - Balance due 28 Capital Blue Cross - Medical Insurance Premiums 1978 Jan:-- 6 Masland Associates - Professional services 13 Presbyterian Home - Maintenance 13 United Telephone Co. - Telephone service 13 Minter Garage - Car repairs 13 Katherine Coulson - House cleaning 13 Dorothy Sheriff - House cleaning 23 MGM Pharmacy - Prescriptions 23 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 23 AARP - Medical Insurance Premium 31 Solid Wase Corp. - Refuse Feb. 10 United Telephone Co. - Telephone service 10 Second Presbyterian Church - Donation '''3 ').\..!\ .lull :'..~: ~.a.0 $ 469.09 6.00 215.00 150.00 22.55 3,760.01 17 .50 17.50 9.50 29.00 150.00 126.00 30.00 26.66 56.10 30.00 2,039.47 14.B7 31.64 10.00 10.00 75.72 9.50 29.00 15.00 12.37 24.00 1978 Fe~ 10 Katherine Coulson - House cleaning 10 Dorothy Sheriff - House cleaning 10 Mr. Sheriff - Repair of door knob 10 Shenk Oil Co. - Fuel delivery 10 MGM Pharmacy - Prescriptions 14 Shenk Oil Co. - Fuel delivery 14 Masland Associates - Professional services 14 Presbyterian Home - Maintenance 22 AARP - Medical Insurance Premium 22 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 22 AARP - Membership 22 Metropolitan Edison Co. - Electric service 28 TI'OY Laundry & Dry Cl eani ng Co. - Ba 1 ance due March 2 Capital Blue Cross - Medical Insurance Premium 3 Snyder's TV - Balance due 9 MGM Pharmacy - Prescriptions 15 United Telephone Co. - Telephone service 15 Presbyterian Home - Maintenance 21 AARP - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 21 Masland Associates - Professional services 21 Shenk Oil Co. - Fuel delivery 27 Katherine Coulson - House cleaning 27 Dorotny Sheriff - House cleaning 27 Troy Laundry & Dry Cleaning - Balance due April 10 Metropolitan Edison Co. - Electric service 10 MGM Pharmacy - Prescriptions '''4 ~(\~n .lUll ;."~~ 1.1.0 10 Betty J. Williams - 1978 County & Township Real Estate Taxes -34- $ 19.8B 19.88 5.00 272.96 74.50 214.81 45.00 1,905.57 29.00 9.50 3.00 32.90 4.85 56.10 12.72 53.72 12.37 2,109.93 29.00 9.50 30.00 211.38 11.10 11.10 22.10 29.30 74.01 118.69 1978 Aprrr- 10 Betty J. Williams - 1978 Per Capita Tax 17 United Telephone Cn. . Telephone service '1 I \ j I I 1 I May I, I ! 17 Presbyterian HomA - Maintenance 17 Penna Department of Revenue - 1978 Estimated State Income Tax Payment 17 Penna Department of Revenue - Balance due on 1977 State Income Tax 21 AARP - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 28 Masland Associates - Professional services 4 Solid Waste Corp. - Refuse 9 MGM Pharmacy - Prescriptions 12 Dauphin Deposit Bank and Trust Company - Service Charge for Preparation of 1979 Fiduciary Income Tax Returns 12 Katnerine Coulson - House cleaning 12 United Telephone Co. - Telephone service 12 Presbytprian Home - Maintenance 22 Frank W. Slyder . Repair leak 22 Colonial Penn Franklin Insurance Co. - Medir~l Tnsurance Premium 22 AARP - Medical Insurence Premium June 30 Troy Laundry & Dry Cleaning - Balance due 1 Penna Department of Revenue - 1978 Estimated State Income Tax Payment 2 Richard C. Stone - Hauling 2 Capital Blue Cross - Medical InsurancePremium 6 Katherine Coulson - House cleaning 6 Dorothy Sheriff - House cleaning 6 MGM Pharmacy - Prescriptions 6 Metropolitan Edison Co. - Electric service 15 Presbyterian Home - Maintenance Ukt'o J..UlJ :.~~[ .~~5 $ 9.80 12.17 2,059.9B 40.00 4.00 29.00 9.50 30.00 15.00 68.06 24.00 12.43 24.61 2,137.26 12.00 9.50 29.00 5.40 40.00 20.00 56.10 19.05 19.05 72.14 31. 78 2,074.34 1978 Ju~ 15 United Telephone Co. - Telephone service 19 Paul A. Cox - Professional services July ! I I I I ! Aug. . , I I . I I i j i I i i i I 22 AARP - Medical Insurance Premium 22 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 7 Troy Laundry & Dry Cleaning - Balance due 13 United Telephone Co. - Telephone service 17 Masland Associates - Professional services 17 MGM Pharmacy - Prescriptions 20 Presbyterian Home - Maintenance 20 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 20 AARP - Medical Insurance Premium 3, Masland Associates - Professional services 7 Solid Waste - Refuse 7 Metropolitan Edison Co. - Electric service 7 Betty J. Williams - 1978 School Per Capital Tax 9 United Telephone Co. - Telephone service 9 Presbyterian Home - Maintenance 11 MGM Pharmacy - Prescriptions 21 AARP - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 23 Metropolitan Edison Co. - Electric service 25 Snyder's TV - TV repairs 25 Internal Revenue Service - Balance due 1976 Federal Income Tax 31 Capital Blue Cross - Medical Insurance Premium Sept. 1 George's Flowers - Balance due 1 Penna Department of Revenue - 1978 Estimated State Income Tax Payment 11 MGM Pharmacy - Pre~criptions ~ r C Li;);.rI .i:J\.j; ..~~ '1.00 -36- $ 13.12 22.00 29.00 9.50 8.80 13.95 30.00 96.16 2,151.38 9.50 29.00 30.00 15.00 35.74 29.40 12.66 2,139.37 65.79 29.00 9.50 10.04 55.02 44.35 89.70 7.42 40.00 48.93 1978 Se~ 13 AARP. Medical Insurance Premium 13 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 27 Masland Associates - Professional services Oct. 27 MGM Pharmacy - Prescriptions 27 Presbyterian Home - Maintenance 3 AARP - Medical Insurance Premium 10 MGM Pharmacy - Prescriptions 13 Presbyterian Home - Mantenance 23 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 23 AARP - Medical Insurance Premium 31 Masland Associates - Professional services 9 MGM Pharmacy - Prescriptions 10 Georges's Flowers - Balance due 10 Presbyterian Home - Maintenance 16 Masland Associates - Professional services 20 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium Nov. 20 AARP - Medical Insurance Premium 22 Accrued Interest on Purchase of $30,000. U.S. Treasury 8 7/8% Notes due 10-31-80 Dec. 4 Capital Blue Cross - Medical Insurance Premium 8 H. M. Nickel, DDS - Professional services 13 MGM Pharmacy - Prescriptions 13 Presbyterian Home - Maintenance 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 21 AARP - Medical Insurance Premium 1979 Ja~ 2 Troy Laundry & Dry Cleaning - Balance due 2 Penna Department of Revenue - 1978 Estimated State Income Tax Payment , '''7 I . .,'r' 'J.'..'" .lUll t "'-I. 's.0 -37 $ 29.00 9.50 15.00 40.63 2,083.17 17.25 70.35 1,091.59 9.50 29.00 12.00 53.58 3.18 1,373.78 20.00 9.50 40.50 154.45 89.70 10.00 32.59 1,355.46 9.50 34.75 4.00 40.00 1979 Jan~ 5 Carlisle Hospital. Cost of TV 10 Harris Associates . X-Rays 10 Masland Associates - Professional services 12 AARP - Membership 12 Masland Associates - Professional services 12 MGM Pharmacy - Prescriptions 12 Presbyterian Home - Maintenance 17 Masland Assocites - Professional services 22 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 22 AARP - Medical Insurance Premium 26 Masland Associtaes - Professional services Feb. 12 Harris Associates - X-Rays 14 Presbyterian Home - Maintenance 14 MGM Pharmacy - Prescriptions 21 AARP - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium March 7 Capital Blue Cross - Medical Insurance Premium 12 Masland Associates - Professional services 14 Health Care Rental Co. - Rental of medical equipment 16 Masland Associates - Professional services 19 MGM Pharmacy - Prescript~ons 19 Presbyterian Home - Maintenance 21 AARp. Hedical Insurance Premium 21 Colonial Penn Franklin Insurance Co. . Medical Insurance Premium 21 Betty J. Williams - 1979 Per Capita Tax April 6 MGM Pharmacy - Prescriptions $ 2.00 9.00 12.00 3.00 BO.OO 32.62 1.44B.6B 8.00 9.50 34.75 170.00 9.00 1.299.17 65.88 34.75 9.50 93.00 12.00 60.00 15.00 54.58 1.442.90 34.75 4.75 9.80 63.63 12 Penna Department of Revenue - Balance due on 1978 State Income Tax 404.00 ,,.c U~\~.l\ .It.-a) ~ ..~: 'J;VU -38- I j J I l I I 1 I i i I I I I I I ~ J , , , ': i i , 1 I I I I i 1979 Aprrr- 12 Penna Department of Revenue - 1979 Estimated State Income Tax Payment 12 Presbyterian Home - Maintenance 20 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 24 AARP - Medical Insurance Premium 30 Joseph McGraw Inc.- Estimate Market Value of Pine Road Property May 21 AARP - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 30 MGM Pharmacy - Prescriptions 30 Masland Associates - Professional services 30 Hoffman Funeral Home - Funeral Expenses of Virginia M. Dougherty 30 Carlisle Hospital - Balance due June 8 Masland Associates - Professional services 8 Capital 8lue Cross - Medical Insurance Premium 20 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 20 AARP - Medical Insurance Premium 25 Masland Associates - Professional services July 23 AARP - Medical Insurance Premium 23 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium Aug. 8 Masland Associates - Professional services 15 Carlisle Radiology Associates, PC - Professional services 21 AARP - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium Sept. 6 Capital Blue Cross - Medical Insurance Premium 21 Colonial Penn Franklin Insurance Co. - Medical Insurance Premium 21 AARP - Medical Insurance Premium 24 Masland Associates - Professional services Oct. 3 Carlisle Memorial Service Inc. - Memorial L'),', .iUu , '.f'" ....\,a. ''"9 '.10 -39- $ 150.00 1,398.73 4.75 20.25 200.00 20.70 4.75 25.63 15.00 2,021.00 2.70 12.00 46.50 4.75 20.70 12.00 20.70 4.75 15.00 38.00 20.70 4.75 46.50 4.75 20.70 15.00 215~0 \ 1979 O~ 25 Colonial Penn Franklin Insurance Co. ~ Medical Insurance Premium 25 AARP - Medical Insurance Premium Nov. 1 Carlisle Radiology Associates, PC - Professional services 12 Carlisle Hospital ~ Lab fees 21 Colonial Penn Franklin Insurance Co. _ Medical Insurance Premium 21 AARP ~ Medical Insurance Premium Dec. 4 Capital Blue Cross - Medical Insurance Premium 12 Herbert E. Halliday 00 ~ Professional services 24 Colonial Penn Franklin Insurance Co. _ Medical Insurance Premium 24 AARP - Medical Insurance Premium I , I \ 1 \ 1 I ! O. C. Dougherty and Virginia M. Dougherty distribution of Net Income: 6-20-69 9~04-69 12-01-69 3~04-70 6-05-70 9-04-70 12-04-70 3~04-71 6-07 -71 9-03-71 12-04-71 3-03-72 6-02-72 9-01-72 12-04-72 3-05-73 6-04-73 9-03-73 12-04-73 3-04-74 6-05-74 9-04-74 12-04-74 3-04-75 6-04-75 9-04-75 12-04-75 3~04-75 6-08-76 9-03-76 12-03-76 3-04-77 $ 422.75 742.77 795.01 812.51 60B.49 812.51 812.89 813.38 627.41 649.06 914.72 776.05 735.52 891. 81 1,016.01 1,005.62 770.81 869.25 1,072.71 1,124.11 975.27 1,119.48 1,120.58 1,173.45 1,007.76 1,199.33 1,146.58 1,193.68 915.53 1,193.29 1,196.82 1,250.91 L "-.!,, A "f\ Ul\~" J..l.JV ...VI. -.a."iV -40- $ 4.75 20.70 20.00 54.00 4.75 20.70 46.50 16.00 4.75 20.70 O. C. Dougherty and Virginia M. Dougherty distribution of Net Income (cont'd) 6-03-77 9-02-77 11-22-77 7-28-78 10-02-78 11-01-78 12-01-78 1-02-79 2-02-79 3-02-79 3-30-79 $ 817.39 1.718.53 300.00 250.00 400.00 500.00 500.00 500.00 500.00 500.00 500.00 $ 36,251.99 Virginia M. Dougherty - Distribution of Net Income: 11-13-70 $ 227.20 5-14-71 336.50 11-15-71 337.50 5-15-72 337.50 11-15-72 337.50 5-15-73 337.50 11-15-73 337.50 5-15-74 337.50 8-14-74 209.88 2-15-75 412.50 8-15-75 412.50 2-15-76 412.50 8-13-76 412.50 2-16-77 411. 29 4,859.87 O. C. Dougherty - Distribution of Net Income: 5-01-79 6-04-79 7-02-79 8-02-79 9-04-79 10-02-79 11-02-79 12-04-79 $ 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 4,000.00 5.718.56 $ 94,504.84 Dauphin Deposit Bank and Trust Company - Commission TOTAL INCOME DISBURSEMENTS ~IJ~r. ..lUll ; ,.,,~ .~~1 -41- '.. to. ," ,:.; LJ , " ", 'J t[~ " ~-: '" '", ~ , ~ " \, .. "' "~, (.; 0. , \, .( '" ~, ,", 0::: ;l" ," c c N ..~ C"j', n_ e, C}':;::i L W' . -- <';;;I.J..I ..' 01'. w.J 0:'" "" ' (0 c ~~. . 0,-, 0:5 ,.. "" Uw - l~JU , ~a~ 5'" ," c. , U , ~. " , , ; " ii: ;:i lQ ~~~ ~ I ~ "H ! ~ ~ [J ~ . ''0 -~. I .- '~~ ... <4: a .- L") III I: Q. ~ ~ ~ '" '" ~ '14 Q /II . Ul ! '" ,..; ",'> g.,g.,l!> ~ '" . ! :~ QI e '" ~ ,..; ~ . E "' = iil ~ '" ~ " ~ a ~ . N \ . , I: Q If) oil: 0 E-< ~ '. - po: tti 8 ~ .. U E2 Ul . Ul g N ~ \./\ .E ,;) '" ~ ~ ~ ~ ~ ~ po: 8 " i.- <4: ~ E-< ~ ~ '0 '-' 111 J: H ~ . ro -I ; e ~ ~ ~ p I u ~ ~ ~ ~ t:l . i .. " =~ \) ! - ~ tIl ~ ~ 0 ~.~ ~ ~ ~ ;:i ~ Ul ~ 6 . n i' .. . ,n I ~ ~ ~ ~ ~f~ ~ ::r: ~ ~ ~ H ~ +l, 2 ~ !;:; <l:_. .. ld 1~E"'fJ- IJnO:J , "l t.r( 9tH,(8 '4ljMOlJa4 tJopnc11J."p JO ;}In .pCl~:l5 Pl'l~oaloJd ql r,~ ,-'d;:; If.';; >1 Ul P"';')A;)OP Ul.HJnqlJiS!p pue ^jd~nlr:'-:.qe paw"."oC) lunO'O\f.""7Jib/Il!:',",i.-:ru.... . . . .. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF L/~(.r,JuIa..ufL ~ SS: I hereby certify that on this..25,pLday of ~/-4/L... ,1981, before me the subscriber, a Notary Public in and for the said Commonwealth and County, personally appeared William H. Goodyear, the above named accountant, who, being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of William H. Goodyear, Co-Executor as aforesaid, or into the hands or possessions of any other person or persons for them. The affiant further says that no person claiming to be interested in said estate, whether as creditors, legatees, next of kin or other- wise, gave written notice of such claim to William H. Goodyear, Co-Executor as aforesaid. 1 ~~~N~"...e"~ ~ ' Sworn to and subscribed before ,".....'.,', i cJ. d f 1. I / ,"~~~'i"HCC~II'I" me th s:L5 ay 0 ^'/~, .... -. ............, );/"', '':;'f'" . ....,. .,..'. ~"-,,.. ,'Ii ", G' ""'81 . ,:- ...': 1) " (? oo...,lf1! . :::.;-:': ...\ ~_.,~~~ :" " c: ~ .', :....' ~. '7 ,:~~)~ C) . ~l ,:. :c:~/ ~ (f :, ~ \", ('" :.! i ~ '{ G,~{l 1/ 'T "A.... <W'\- '.' ':'.'''^,", ,,,'.:- ~ ~aty ub1 c '.'... "0 '-"' ,.'~' ~ '. tf' r........ <4. ~ . , '" " \\ .... ""~ .~. .."., ;<l::-,f/ 1":lir., (:,:r)ish,. CllmtNI:HHl {,.;j "'lllll' ,i,';:..O' "(,f,' '_',1; ,:; '" 1 ~:~,;.. \'.', lUG it~l 1.,9 c, '" u ';;; o " '" -e "" ,- ,~ :; ,,' '" ,,,' " "'tj .. ,: ,~ ..... ,-, ('j ,...: ~:l. , ~ :~ ~.... ~ ) 1:3 \\ a .- " ;. r.I ;i ~ . :. if~ ,.,'. '~ p' .. , - .~ ~ '"a :.: ,g .~. " ~- <I:m ,_.,~ . _c: ~ " ,'" ,: 3 Jl ~ , .. r~, ';; ,!:: , ,.. ....., :. ...: ~ _i ~ .~ tf. ,..., .... ..-. ....... ~~ a.> ::: -:E :: ....... " . ~ c ~~~ . C,) ';~ .~ ;'"~: c .~i:. '. c p .- ~ T, ~ ". ':: c " :; :~ ~ c... .- "? 'c . ~, ...... .' ,.- .- .~~ ~1 u c:; :' ',) ;.:.:' ~ ,", :.; 'f) ." .'1~ -,:, r:i f:) ~ I H I tfl I f:) ~ ~ ...~, .~ = <( ~ CIS'" ~ gJ I ~ ~ ""llol!l Cl III e '" ~ = ::> ~ ~ '" \ . c: C Vl . ~ ..u ii ~ tfl ~ f:) A ~ I -=...~ ~ 8 ~ g-rIIJ: ~ p:: . ~ 8 IS :I ~ ; u =to!= i . ~ .. ~ 0 ~ .r1 \ 0 ~ ~ f:) ~ ~ ~ ~ ,.8 ~ ~ ~ ~ \ ! P< '....... ~ " FIRST AND FINAL ACCOUNT OF VIRGINIA D. GOODYEAR, WILLIAM H. GOODYEAR, AND DAUPHIN DEPOSIT BANK AND TRUST COMPANY EXECUTORS OF THE ESTATE OF O. C. DOUGHERTY LATE OF SOUTH MIDDLETON TOWNSHIP DECEASED PRINCIPAL RECEIPTS The Accountants charge themselves with the items as per Inventory and Appraisement filed $181,075.42 ALSO WITH THE FOLLOWING: 1980 Ja~ 7 Social Security Benefits for December 360.60 Jan. 16 Capital Gain Dividend on General Real Estate Shares 108.00 Feb. 14 Gain on sale of 50 shares GATX Corp. Rea 1 i zed $ 1,875.73 Carried at 1,781.25 94.48 14 Gain on sale of 100 shares Magellan Petroleum Corp. Realized $ 1,449.23 Carried at 800.00 649.23 14 Received of Metopolitan Life Insurance Co. - Interest of Life Insurance Policy on the life of Virginia M. Dougherty 37.90 14 Received of Penna Blue Shield - Claim Payment for Medicare Benefits 564.16 14 Received of Penna Blue Shield - Claim Payment for 65 Special Benefits 141.04 21 Capital Gain Dividend on General Real Estate Shares 45.00 L1~L~ .LOO 1m 162 1980 Maral 20 Received of Capital Blue Cross - Claim Payment for 65 Exteneded Benefits $ 31.00 April 11 Received from Colonial Penn Franklin Insurance Co. - Claim Payment 693.00 Oct. 31 Gain on maturity of $30,000. U.S. Treasury 8 7/8% Notes due 10-31-80 Realized $ 30,000.00 Carried at 29.142.00 858.00 Dec. 1 Gain on maturity of $20,000. U.S. Treasury 9~% Notes due 11-30-80 Realized $ 20,000.00 Carried at 19,452.00 548.00 1981 Aug---- 17 Gain on maturity of $10.000. U.S. Treasury 8 3/8% Notes due 8-15-81 Rea 11 zed Carried at $ 10,000.00 9.519.00 481.00 Adjustment to account value of Mortgage Participations - under valued on Inventory 145.81 TOTAL PRINCIPAL RECEIPTS $185.832.64 PRINCIPAL DISBURSEMENTS 1980 Ja~ 21 Cumberland County Register of Wills - Letters Testamentary 25 Cumberland Law Journal - Cost of Advertising and Proof of Publication $ 62.00 Feb. 5 Forest Park Nursing liome - Gift 5 Carlisle Memorial Service Inc. - Memorial 18.00 100.00 215.00 13 Loss on sale of 275 shares American Telephone and Telegraph Co. Carried at Realized $ 14,282.68 14.072.04 210.64 - 0 ~ ""3 L1~L. 1iJ I'~C[ J.O -2- 1980 Fe~ 14 Loss of sale of 300 shares General Real Estate Shares Carried at $ 3,525.00 Realized 2.936.84 $ 588.16 14 Loss on sale of 93 shares Dauphin Deposit Corp. Carried at $ 3,069.00 \ Realized 2,999.25 69.75 14 Loss on sale of 6 shares Pittston Co. Carried at $ 160.13 Real i zed 151. 27 8.86 14 Loss on sale of 10 shares C. 11. Masland & Sons Carried at $ 76.88 Realized 70.08 6.80 14 Loss on sale of 100 shares Pacific Lighting Corp. Carried at $ 2,187.50 Rea 11 zed 2.113.46 74.04 14 Carlisle Radiology Associates - X-Rays 75.00 14 Hoffman - Roth Funeral Home - Funeral Expenses 1,627.00 ,i 14 Evening Sentinel - Cost of Advertising and Proof of I I publication 18.00 1 14 Presbyterian Home Inc. - Balance due for Maintenance 134.25 I I 14 Thomas J. Green M.D. - Professional Services 750.00 14 Masland Associates Inc. - Professional Services 360.00 19 Virginia D. Goodyear - Family Exemption 2,000.00 14arch 11 Loss on sale of 2001 Units Fixed Income Collective I nves tment Fund Carried at $ 17.540.76 Realized 16.356.78 1,183.98 27 Dauphin Deposit Bank and Trust Company - Service Charge for preparation of 1978 Fiduciary Income Tax Returns 30.00 28 Cumberland County Register of Wills - On account of Pennsylvania Inheritance Tax $ 9.900.00 Less 5% Discount 495.00 9,405.00 .tOO r~C[ ~r4 lI~LK J.O 1980 Maral 28 Fowler, Addams and Shughart,Attorneys - Reimbursement for cost of filing Petition to terminate Trust established under the Will of O. C. Dougherty 28 Internal Revenue Service - 1979 Federal Fiduciary Income Tax Cumberland County~gister of Wills - Balance due on Pennsylvania Inheritance Tax $ 23.40 560.00 70.36 6.00 4,535.00 3.00 347.32 339.59 28 Penna Department of Revenue - 1979 State Fiduciary Income Tax April 7 Cumberland County Register of Wills - Filing RCC and Statement of Debts and Deductions 1981 Mara116 Internal Revenue Service - Federal Estate Tax 19 Cumberland County Register of Wills - Filing Inventory and Appraisement April 14 Internal Revenue Service - Balance due on 1979 Individual Federal Income Tax RESERVE TO PAY THE FOLLOWING: Cost of Piling Fowler, Addams and Shughart - Attorney's Fee Dauphin Deposit Bank and Trust Company - Co Executor's Fee Fowler, Addams and Shughart - Attorney's Fee for Trust under Agreement TOTAL PRINCIPAL DISBURSEMENTS 300.00 2,135.00 2,250.00 487.00 $ 27,993.15 INCOME RECEIPTS 5 Interest - Fixed Income Collective Investment Fund 6 Interest - Mortgage of Elwood R. and Edna M. Gutshall 1I8l. .tOO r~G[ 165 $ 76.33 132.88 57.33 36.00 3.64 136.40 212.61 1980 Ja~ 8 Interest - Mortgage of Rodger E. and Leah J. Hoke 8 Interest - Fixed Income Collective Investment Fund 11 Interest - Mortgage of Marvin L. and Marie B. Yeager 16 Dividend - General Real Estate Shares Feb. 5 Interest - Mortgage of Gerald H. and Carol L. Edri s 1 I I 1980 I Fe~ 6 Interest - Mortgage of Roger E. and Leah J. Hoke $ 75.64 I 7 Interest _ Mortgage of Marvin L. and Marie B. Yeager 57.08 I 14 Interest - Union Central Life Insurance Company 16.45 19 Dividend - Pacific Lighting Corp. 56.00 1 19 Dividend - Pittston Company 1.80 I I ! 19 Interest - U.S. Treasury 8 3/8% Notes due 8-15-81 62.87 i , I 21 Dividend - General Real Estate Shares 66.00 I i 27 Interest - Mortgage of Elwood R. and Edna M. Gutshall 211.14 , I, i March 4 Interest - U.S. Treasury Daily Repurchase Agreement 39.96 ! 6 Interest _ Mortgage of Gerald H. and Carol L. Edris 3.60 6 Interest - Mortgage of Roger E. and Leah J. Hoke 74.84 6 Interest - Fixed Income Collective Investment Fund 134.33 11 Interest - Mortgage of Marvin L. and Marie B. Yeager 56.84 21 Interest - Mortgage of Marvin L. and Marie B. Yeager 3.79 26 Interest - Mortgage of Elwood R. and Edna M. Gutshall 20B.55 April 2 Interest _ Dauphin Deposit Bank and Trust Company - Master Savings Account 130.04 2 Interest - U.S. Treasury Daily Repurchase Agreement 351.70 7 Interest _ Mortgage of Gerald H. and Carol L. Edris 3.57 9 Interest - Mortgage of Roger E. and Leah J. Hoke 74.13 24 Interest - Mortgage rf Elwood R. and Edna M. Gutshall 206.62 May 1 Interest - U.S. Treasury B 7/8% Notes due 10-31-80 835.80 2 Interest - U.S. Treasury Daily Repurchase Agreement 626.73 8 Interest - Mortgage of Roger E. and Leah J. Hoke 74.08 27 Interest _ Mortgage of Elwood R. and Edna M. Gutshall 205.36 June 2 Interest - U.S. Treasury 9~% Notes due 11-30-80 734.89 2 Interest - U.S. Treasury 12 1/8% Notes due 11-30-81 481.63 3 Interest - U.S. Treasury Daily Repurchase Agreement 502.20 L1iL. .tOO i ~~[ 166 1 1980 1 Ju~ 10 Interest - Mortgage of Roger E. and Leah J. Hoke $ 73.32 \ 25 Interest _ Mortgage of Elwood R. and Edna M. Gutshall 203.48 July 1 Interest - Dauphin Deposit Bank and Trust Company - 1 Master Savings Account 23.30 l 2 Interest - U.S. Treasury Daily Repurchase Agreement 329.40 I 10 Interest - Mortgage of Roger E. and Leah J. Hoke 72.55 I 24 Interest _ Mortgage of Elwood R. and Edna M. Gutshall 201.58 , Aug. 4 Interest - U.S. Treasury Daily Repuchase Agreement 338.20 6 Interest _ Mortgage of Roger E. and Leah J. Hoke 71.78 I I 18 Interest - U.S. Treasury 8 3/8% Notes due 8-15-81 418.74 I Sept. 2 Interest - U.S. Treasury Daily Repurchase Agreement 366.73 II 3 Interest - Mortgage of Elwood R. and Edna f4. Gutshall 199.67 i i 25 Interest - Mortgage of Elwood R. and Edna M. Gutshall 97.73 I I Oct. Interest - U.S. Treasury Daily Repurchase Agreement 438.97 1 1 I 2 Interest - Dauphin Deposit Bank and Trust Company - I Master Savings Account 109.03 , i Interest _ Master Reserves Trust - Government Portfolio I 3 20.31 1 I I 23 Interest _ Mortgage of Elwood R. and Edna 11. Gutshall 96.78 I , I i Nov. 3 Interest - U.S. Treasury 8 7/8% Notes due 10-31-80 1,331.25 i 3 Interest - U.S. Treasury Daily Repurchase Agreement 792.31 3 Interest _ Master Reserves Trust - Government Portfolio 50.69 26 Interest _ Mortgage of Elwood R. and Edna M. Gutshall 95.82 Dec. 1 Interest - U.S. Treasury 9~% Notes due 11-30-80 925.00 1 Interest _ U.S. Treasury 12 1/8% Notes due 11-30-81 606.25 1 Interest _ Master Reserves Trust - Government Portfolio 47.83 1 Interest - U.S. Treasury Daily Repurchase Agreement 1,126.29 26 Interest _ Mortgage of Elwood R. and Edna M. Gutshall 94.85 1981 Ja~ 2 Interest _ Dauphin Deposit Bank and Trust Company - Master Savings Account 26.37 L1iLK .tOO I'm 167 -6- 1981 Jar;:- 2 Interest - U.S. Treasury Daily Repurchase Agreement $ 1,669.28 2 Interest - Master Reserve Trust - Government Portfolio 60.15 27 Interest - Mortgage of Elwood R. and Edna M. Gutshall 84.48 'I Feb. 2 Interest - U.S. Treasury Daily Repurchase Agreement 1,921.15 3 Interest - Master Reserve Trust - Government Portfolio 71.13 I I 17 Interest - U.S. Treasury 8 3/8% Notes due B-15-81 41B.74 March 1 Interest - U.S. Treasury Daily Repurchase Agreement 1,897.69 1 Interest - Master Reserves Trust - Government Portfolio 59.13 April 1 Interest - Dauphin Deposit Bank and Trust Company - Master Savings Account 14.11 1 Interest - U.S. Treasury Daily Repurchase Agreement 1,899.50 1 Interest - Master Reserves Trust - Government Portfolio 42.47 May 1 Interest - U.S. Treasury Daily Repurchase Agreement 1,350.67 June 1 Interest - U.S. Treasury Daily Repurchase Agreement 1,426.56 2 Interest - U.S. Treasury 12 1/8% Notes due 11-30-81 606.25 July 1 Interest - U.S. Treasury Daily Repurchase Agreement 1,315.56 Aug. 3 Interest - U.S. Treasury Daily Repurchase Agreement 1,332.01 19 Interest - U.S. Treasury 8 3/8% Notes due 8-15-81 418.75 Sept. 2 Interest - U.S. Treasury Daily Repurchase Agreement 1,401.14 TOTAL INCOME RECEIPTS $ 30,097.83 INCOME DISBURSEMENTS 19B1 Aprrr- 8 Internal Revenue Service - 1980 Federal Fiduciary Income Tax $ 4,385.00 May B Penna Department of Revenue - 1980 State Fiduciary Income Tax 19 Internal Revenue Service - Interest on Federal Estate Tax 19 Cumberland County Register of Wills - Interest on Pennsylvania Inheritance Tax 221.00 243.03 19.44 .' .. ~J.;:'8 lIj[~ .tUU rm v -7- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF t.'~~~ ~ SS: , , \ 1 1 I 1 , I \ , , I I I I hereby certify that on this.:z5Pday of J~~ ,19Bl, before me the subscriber, a Notary Public in and for the said commonwealth and County, personallY appeared William H. Goodyear, the above named accountant, who, being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of William H. Goodyear, Co-Executor as aforesaid, or into the hands or possessions of any other person or persons for them. The affiant further says that no person claiming to be interested in said estate, whether as creditors, legatees, next of kin or other- wise, gave written notice of such claim to William H. Goodyear, Co-Executor as aforesaid. ~ ~ ./~~c.<--/~ '......~. Sworn to and subscribed before me this,;l?day of J-yJ~, 19B!. ''',,"'''',,~ ~~ ..""'; -.11;"-"("'" 11t~ /fU'lfAM ~.;.' (, ........... .( rue : , . " -0. .. . . ,'.' \ ^ -A~ .0" ' ~ I, " " . , ,. : Q....:' ,. \. , \ ~~ V~u.!ltr', ~.ar1i~!~1 cur\lt,HI~n~ r,~, ::: ...~;._': ,_:~.~,:~ :~:;' I. '. ",\ ~ " ~. ,.') -;,~. : ......~ -:0' ,.', I' CJ LI C. : .'~ '~"~~':j:'~:"",, ....~.:.~~./. 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