HomeMy WebLinkAbout80-00050
.
~ ~:
I !
~ t
I
. .
< ~ .~
I i '"
ll:l
~
u l;l.
,."
~..
."
, ..'
0 '0
OC)
.
- J
N
($ o ~
1;;
Z UI
No, 21-80
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Barbara Ann Carpenter
, deceased,
To Harold B. McLane , Deputv, Register of Wills for the County
of Cumberland, in the Commonwealth of Pennsylvania.
is
Petitioner~Xjgl<e: the executor named in the Last Will and
Testament of Barbara Ann Carpenter dated 11/5/69
Decedent was a citizen of the United States and a resident of
~~lS~~
Borough, Cumberland County, Commonwealth
Camp Hill
of Pennsylvania,
Decedent died on
Wednesday
the
9th
day of
January
A. D, 19~, in the County of
Dauphin
State of
Pennsylvania at the age of 51 years.
;boo{ IaIOS her
Decedent has not been married and has not had children born to ff1ffi(
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$16,000 and of real estate to the value of
None
as near as can be ascertained; said real
N/A
estate situated as follows
ltlWl~X
Therefore, your petitioner~ respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Dated
January 17, 1980
Name and address
of Petitioner(s)
::/--:- .
2~~'EtA. ~~~~~-"..- c:~.
241 Winding Way
Camp Hill, PA 17011
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Bruce A. Carpenter
named in above application, being duly sworn according to law
say(s) that the statements set forth in this petition are true to the
best of
his
knowledge and belief.
Sworn
and subscribed before
..... ',..-
.--::.,<"0.~."
(po/D
~~ 1980
,,!tf\~~, ii. '~}1. .
Harold B. MCL~~,-I"",,-...
Deputy Register
, 'Filed: January 25, 1980
Attorney:
1-:5'162
Richard R. Lef~ver ~
I 'jC p.;"J,-, ~~1. 1")(0';' 11lJ'
/../ll'\-\-:"'['~*"" I I{ (7' (I~'
~
\.>
....
H
i>: jl:$ w
[ii i:':'(, 0
I:-< f~ W
Z ~
[ii W "
p.. ... " N
\.> t- o ~
i>: m m .
..: . ci
..... w 0
~\ u ..... . "
~I m ~ ci ~
~ ~) ~ < m
m
..: . 0 It
Ul - It
~ ... 0(
,'" I
..:
111 (,:'t,
i>: \.>
..: t::\
111
~. ~
'-,
!
,~
vlILL
OF'
BARBARA ANN CARPENTER
I, BARBARA ANN CARPENTER, of cumberland County, Pennsylvania,
declare this to be my will and hereby revoke all prior wills and
codicils made by me.
1. I bequeath and devise all of my property, of whatever
nature and wherever situated., to my husband, BRUCE A CARPENTER,
if he survives me. If he does not survive me, I bp.queath and
devise said property equally to those of my children who survive
me, provided, however, that the share of any child who predeceases
me shall be divided per stirpes among those of the issue of the
deceased child who survive me. If any of my children should die
without leaving issue, his share shall be divided per stirpes
among those of my issue who survive me.
If neither my husband nor any of my issue survive me, I
bequeath and devise all of my property as follows:
One-half to my mother, Helen B. Harrington, of Wellesley
Hills, Massachusetts, if she survives me. If she does not survive
me, her share shall be divided per stirpes among those of her
issue who survive me.
One-fourth to my brother-in-law, Keith H. Carpenter, of
Kettering, Ohio, if he survives me. If he does not survive me,
his share shall be distribut8d per stirpes among those of his
issue who survive me.
One-fourth to my brother-in-law, Grant T. Carpenter, of
:/ d ;,/j
\, \~)"J
r.T '\
L;; /'-
7.
)
/' ".,1- ..
If / ,. .'l'J. P...i " ...1. .....
,/
.'
, !
I, .j 1[._ .. "
Paoli, Pennsylvania, if he survives me. If he does not survive me,
his share shall be distributed per stirpes among those of his
issue who survive me.
2. If any legatee or devisee under this will shall die
within sixty (60) days after my death, he shall be deemed to have
predeceased me for all purposes under this will.
3. I grant to the fiduciaries named herein and their
successor or successors, the following powers in addition to and
not in limitation of such powers as they may hold by law:
(a) To invest any funds of my estate in any stocks,
bonds, notes or other securities or property, real or personal,
notwithstanding that such investments may not be of the character
allowed to fiduciaries by statute or general rules of law, it
being my intention to give them the broadest investment powers
possible.
(b) To sell or otherwise dispose of any property,
real or personal, at any time forming a part of my estate, for
cash or upon credit, in such manner and on such terms and conditions
as they may deem best, and no persons dealing with them shall be
bound to see to the application of any moneys paid.
(c) To manage, operate, repair, improve, mortgage or
lease for any term any real estate at any time held or owned by
my estate.
( d) To borrow money for the payment of taxes or for
any other proper purposes in the administration of my estate.
(e) To distribute in cash or in kind, upon any divi-
sion or distribution of my estate.
f:lllh
. .f.J ./'
""\J~J
r:, '1- l
. ,
i1.' ,
::..f ..,,...I
t'l ( }.
.:: I, II'" II -f;-
,/
- 2 -
i
"
(f) In general, to exercise all powers in the manage-
ment of my estate which a~y individual could exercise in the
management of' similar property o~med in his o~m right, upon such
terms and conditions as to them may deem best, and to execute and
deliver all instrunents and to do all acts which they may deem
necessary or proper to carry out the purposes of this, my will.
L~. Any amounts which are payable to a minor under this
will may, at the discretion of my executor, be paid either to a
parent or guardian of such minor, to the person with whom such
minor is residing, or directly to such minor, or may be applied
for the use or benefit of such minor.
5. I direct that all estate, inheritance and succession
taxes that may be assessed in consequence of my death, whether or
not with regard to property passing under this will, of whatsoever
nature and by whatever jurisdiction imposed, shall be paid out of
the principal of my general estate to the same effect as if said
taxes were expenses of administration, and all property includible
in my taxable estate whether or not passing under this will shall
be free and clear thereof.
6. I direct that all bequests, legacies and devises and
all shares and interests in my estate shall not be subject to
attachment, levy, execution or sequestration for any debt, con-
tract, obligation or liability of any legatee, beneficiary or
devisee.
7. I appoint as executor of my estate, my husband,
BRUCE A. CARPENTER. If my husband is unable and unwilling to
serve, I appoint Constance H. Dyltes, of Upper Saddle River, New
Jersey, to serve in his place, and Constance H. Dykes shall also
-:/. ;) /11
C \"<:~1
I \
C - .,.-
.; - 1-- r'
t' ')., .. ;;..~ I. ,,'
,;
I /,. ~:
/
. /, I;;,{ ,~/l- I
I
I
- 3 -
I'.,.n,1.
~.,f. .
.
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH Of PENNSYLVANIA 188:
COUNTY OF CUMBERLAND [
This ......................,;;)-"1..:1../,....................................... day of .......................!.<I~.~:'.r.y......................... ... A. D., 19..8.~..,
before me ...............~~.7.~.~~....~.:...~.~.L.~.~~.!....~.~)il~.t.;:(........................................., Register for the probate of Wills
and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania,
personally came . ..... .I:!.:. ...>!E!.f..f.!:'Y..... ;!.il?lC?\l n..E!.a. ~...~. !!.~t .F.. !:'.a.I1.c:.i.!5. ..]3.:... .11.<1 11.5. .!... .>!E:.............. ................ ...............
..................................................................................................................................................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
..................!??,l;:!??);.?...i).m}...~?..:r.P.~.l1j;.'?.);......................... .................................... Dated ...))!.~!.9.L.......................
late of .....~.a.!)lE...!~J.n..]3gE9.\lg.h......................................................................... Cumberland County, Pa., deceased
who being duly ............S.~9E!1.......................... according to law, depose and say, that ....t.!:.~.'f....~'7E.~.......................
present, and saw and heard the testa..!;:E.~~........................, ......~.~.J?~.<::~.~...~.~r:...~.a.E!-?e.~~.e.~..................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h~.L........... Testament and
Last Will, and at the time of so doing ................................s..h.~........................... was of sound and disposing mind,
memory and understanding, to the best of ..........................1,:!:.~.~.E........................ knowledge, observation and belief.
..................~X!9.F.D....................... and subscribed before
'~J ~l""~' ~
'- I ...> .,
H ~.; tr~~ u M~~;~e ~(~ep(&,)\.\ .
................................. .............. .......... ..............,... . RegIster.
.....~(k~!~.,;;:==mmm
...6..wc:.CL',"jjlf.<~dlmmmm
! Francis B. Haas, Jr.
............................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYL V ANtAl
f 88:
COUNTY OF CUMBERLAND I
.......... .........I?!:'.\lc::.E!.. .!\.:....~.a.!:'.?~.!!.1,: ~.E.... ............. ...... ...... ..... ........ .......... ........ ....... ................. .......................... being duly
...................S.~.9.r.!1................... says that as nearly as can be ascertained the said decedent .........~a..r.~.a..:.a...................
Ann Carpenter
.... .... .......... .......... ..... ............ ............... .......... ...... ........................ .............. .................. ....... ....... ................................. died on
X'!~.9D~.~9-.~'\Y............. the ...........?~.h................... day of ...............J..a.!1.~.a.E.'f....................... . A D 19 80
.., ........... . " ........,
at or about ................................................ o'clock. .... M.
...................s.:~~.r.r:........................... and subscribed this
17th January
...................................................... day of ........................
19,....?9.fbeforo,. . \ .
'- If Cv) & ~ 'f,. \\r~:-J >C"I"'.
..............~!.'?:!:'.9.J9...!?:..J!.<?!1.a.!.l.c..!......!?E!.I?":lyRegister.
ry"'3
f'. },.. ~.
:. .....:...:.:. .';.. :...~....~.:....s.. :.::::~..~~.:..:.....<.:'...~-:~:~~..n.. ,..........
Bruce A. Carpenter
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA~
SS:
COUNTY OF CUMBERLAND
Before me. the Register for the Probate or Wills and granting of Letters of Administration in and for the
Count)' or Cumberland, personall)' came ..........B..r.ll.'? 1:>...0. ~.. ..~.u.~P":'.Tl.t.~.r.................................................... ..................
who, being duly .........~~().r.!:........., do .9.~...... depose ami say that as .....E..~!':'.~.\lt:P.r.................................................
of the last Will and Testament of ............B..a.!:'.~<;l.!:.a....^.!!.I}...~.<;1.!:'p.!':.Tl.t.:~.~.................................................... deceased
.................l}~..................... 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,
.........~~()E!:........... and subscribed
......;::~G.:~.J~.;..........~...\:........ A. D., 19.~g....
........~~.7.~~....J..:0.~~...0..~\.....................
mlgmeK Deputy Register
._, . ..<.;/~~_.7""-'-
t ' c'..__.. <-. _ '( .'-: ~.-, ,.t:. ,'"J-. c. ,.c::_~,-
,--".-" ~-~
........?!:'.1l9.~...?'.:....~.a.F..r.!':.Tl.t.:!7.~......................................
before me.
............................................................................................
-d 0:
al'
" 0\
gj ...
"
p:;j ij
[<1: Q
I.L 1'-<;
z;
[<1:
0 1'<; M:
p:;: all
,:C:
Uj *! 1';
zj .-.:
0 -1 ~j -'"
U'l ~
, .. I -1 \.l
0 ~\ - III
al - ~ . :l
1 ,:C: U C
.-. ~ "'; I'-< III
M p:;: .5 ~ l')
0 ,:C;
"'I ""
00 " O'l
0 "" .-.
. w
- Z 8 M
.~. " 1:: *
~ g, .",
~ .. "" ,!,!
~
~ c ~ ~
"-l ..
DECREE
Be it remembered that on the .......).n.h........ day of ................y.iW!,\ilXY.......................... A. D,. 19..!l.O... there
. Barbara Ann Carpenter
was probated and recorded the last Will and Testament of ............................................................................................,
late of ................~~.~p...J~~.~.l....................................................., Cumberland Count)'. Penns}'!\'"nia, Deceased. Letters
.................~.~.!?l:.a.!::~.l}t:.a.!;.y................... were granted to .. ...... .....~!;.\l.c;.(l...!\,....~.a.r.p..<;'r.J9.r ......... ..............................
Witness my hand and official seal the day and )'ear aforesaid.
, '1J (r\iIJ~T< "')'1'1 c j l'vN
!lara 10 B. flcLzlOe '''.
................................................................................-...........
Depu t Y Register,
COMMONWEALTH OF PENNSYLVANIA } IS:
COUNTY OF CUMBERLAND' fJIII\/'/firJ
_-----12.l:Jl.ce A. Carpel1ter -----.
boing duly sworn according tO~8w"dQP(*ies' artd ny. thot ho _..is.- th.Cl__._n.__._....P.._._._
);:,1cC~cutor lkoPtho Estato 01 Barbara 11. t:;.arpenlQ.X.._..._._.___..__
lato of ._._C.aIDp-.Uill.----.----.---.--- .___~' '.', Cumberland County, Po,. J.'con."d nlld thet tho
within;. en inventory mode by _Bruce 11. Carpenter..._ ,tho .eid_J'l<.9.C.~tQ.L.----
of the ontiro e.tote of .aid decedent, con.l.ting of .11 tho porsonal property and real ostato, axcopt reel o.hto ouhido
the Commonwealth of Penn.ylvania, and that the figuros .oppo.ite each item of the Invontory ropro.ont it's Ioir yalue
os of th" ~/,tn of decedent'. death.
./l/I) -21,711 j ';J" Cf
..d "b"rib,d bo'... m., \
~~",,-,,_a-cA~~'
~A. Carpent.QJ;
Exec:utor . Adminhtr.tar
;'-..
'- t;'"C /.',1.'
_ _.___.__J.~_.-"
, 'j,
/1/ Ii II
19 ;' I
/)'1, "'0 -:-) , 0
---~'--'-'--r' ,/ ....
, '
"HiCJ .i. <A"fa, "C1..ll P\J~hc
f.>t"lir""" ~':'\J~~, f aolO"'" rAil..nty
~w '.llC"l"IIS$H b.~l"'!l ~!'I 12, I'J~
~...t,,'r ~"l. S~""'1j' M'S,(tatlill' .:J ~t.
241 Windinq Way
l L t:-
~~i11, FA 17011
Addren
Dote of Death
9
Day
January
Month
1980
Yllllr
INSTRUCTIONS
I. An inyentory must bo filed within three months after appointment of personal representotiye.
2. A supplement inventory must be filed within thirty days of discovery 01 additional a"eh,
3, Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act 011Q4Q.
, '.
\) .!<:
U
p:; -ci \',,' 'M
>- [iI " " I-l
~ w E-t ~ " s:: ::l
';( ~ ,
~ w Z " 0 Z
I>. I- [iI H u Ul
0 III " " .. s:: ...'"
0 w w "" H C ,< '"
J: ~ ~ H .. <ll ..
l- I>. I>. t> c <ll
Z I- -' u. :I: ,,; ~
u. -' <( 0 U I>. <ll 0 U
W 0 <( w "" :i: +' ~ m
> z ~ . ~ " Ul 0-1
Z 0 ..: c , 0-1
C U ~ , . m
- III Z 0 n.".: :3: :3:
0 ~ ~ U
Z w <( .> ...
I>. "" ou
c "
D'l ~ I-l Ul
~I - ;: m <ll
0 " .<:: I-l <ll
..0 "" ... U 0 Z
D'l, " E
... ..! 0 .... U
I ~ ~ 0 :E:
-' U u: '"
R C co.n 14-7))
"/ ,---)-. / /'
'.{ .. ,)( _/ (
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
RESIDENT DECEDENT
COUNTY OF CUMBERLAND
IMPORTANT:
This return must be completed in detail and filed in duphcRlC:, with all Buached, with the Register of Will& of the
County where decedent resided; Return is duc withil1l1ine months IIftCf dllte of dCllth, unless un extension ili grunted
by the Secretary of Rnenue. (Section 703 of the Inherltunce Rnd EStlllc Tl!.x Act of 1961.)
-
--
Late of
Cumberland
} AFFIOAVIT OF
EXECUTOR
~llXWl{
IN TilE MATTER OF TilE ESTATE OF
~~RRnRn n rnQP~N~~R
(STATE FULl.. NAME OF DECEDENTI
County
Stote of Pennsvlvania
) u,
Executor
,) 'ii' ,; I,
County of Cnmb~-and-. /- 1/;' ......-
~!Im!liM~l(>X
Bruce A. r.arpenter
of the ..tote (II tst,. obovp.nomfld dp('~d~nt b~ing duly sworn, deposeS
and sayS
Decedent died
lTanuary
(MONTH)
Name and addte.. of attorney or }
other authorized repruenlative to whom
all correspondence Ihould b~ mailed.
~
q
(DAyl
. 19....B.O-J ~eltote leaving a 10lt will, cop)' of which II hereto attached. }
(YEAR)~
Richard W. Stevenson for McNees. Wallace;, Nnri ck
100 pine Street. P.O. Box 1166. Harrisburg. PA
17108
That as such Executor deponent is rami liar with the art'airs or said estate and the property consti toting
( E: x E CU TO R-ADMINIST R A TO Rl
the assets thereof and their rair market valur.:.
That at the time of death there was no safr.: deposit box regislered in decedent's individual name, or joinlly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agcnt or deputy, with the
exception of the following: -
'"'
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A S..FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX R'ENTED
IN NAME OR NAMES OF .1
REL.ATIONSHIP OF JOINT
HOL.OERS TO DECEDENT
Rank
("'::Imp J,fi". pn.
17n 11
..'
That the contents or said safe deposit box or boxes arc itemized under Schedules P. of this return,
with the exception'or the rollowing, ror the reasons hereinarler sel rOrlh: Gold pieces marked as belonging
to decedent's children and two rings belonging to her husband - received from his
'. deceased PM\ll!~du/. A atlaehed hereto and made part hereor sets rorth rull)' and in detai I all the real propert)'
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death. giving the amount still due at
death, name of mortgagee, date, rate of interest, and bonk and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as or dale or death or deeedenl,
That Schedule B attached hereto and made part hereof sets forih fully and in detail all personal property
whcresover situated owned by the decedent al the time of death: all moneys Icrt by the decedent ~l,t the time of
death, whether in decedent's immediate possession, standing 10 decedent's credit in banks of d~tll'stl, savings
banks, trust companies, or other institutions, whether indi\'ioually, or in trust for any other p~rson Dr persons
giving also separately the accrued inlerest thereon, if any. down to the last interest day pdor to decedent's
death in the case of savings banks, and to the date or decedent's death in all other cases; all bond!'., poslal
savings, ueasury certiricates or noteS and other e\'ideIH:e of indebtedness of the United States (0 the d('-
cedent: all obligations, whether by statutc or agreement they arc de!'.ignated as tax free, of the Uni:cd States,
or any state, or polilical subdivision thereof, or or any forcign counlry, which arc owned at the liror. 01 death;
all wearing apparel, jewelry, silverware, picturcs. books, worh of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chatteh of Wh:lI!oooC\er. kind or nature. ldt by decedent,
together with the fairly estimated market value thereof; all bunds and murtgagcs held by decedent and of all
claims due and owing decedent at the timc of death, and all promissory notes or othcr instruments in writing
for the payment of money of which decedent died possessed, of whatsoc"cr nalurc, "itb inlercst thereon. if
an)', giving the face value and estimated fair market \'alue thereof, and if ~ul,.;h cstimall.:d fair market value be
less than the face "alue, it sets forth brierly the reasons for such deprcciation a~ to each item; all money!oo
payable to the estate from life insurance policies carried by decedenl; all annuity and endowment contract!'.
the proceeds of which were payable upon the death of the decl:dcnl: all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and aCl.:rucd inleresl thereon to the date of decedcnt's
death and other investment secur:\ies owned by the decedent at the time of death, with the market \'3Iue there-
of at such time.
In the ce5e of sccurItles of closc or famll)' corporlltlone, the vlllues reported ere es fer as
pos81ble subotllntlllt,,1 Il)' f1nenclal statements of the corporllllun" showing the ossets and llobUltie,
thereof os of the d.t. ul' .Iellth, Till' schedule nlsu setR forth the Interest of decedcnt ot tI,e lime 01'
deoth in an)' eo_partnership or bURlness, nnd In support 01' the volu" of sueh interost there i. onnexed to
said schedule, I'ln.ncl.1 stntements .howlng the assets ond I 10h1litles of snld en-partnership nr Imslness.
A COP)' 01' the co_porteershlp agreemcnt, (If oral, a stotoment aetllng forth the noture 01' the .greement)
together with 0 stet...nt sell Ing forth the chlleseter 01' the buslne.s, Its luclltlon, end sueh other facts
pertutnlng to the 11II510ess liS mllY h. IlOrtlnent tu a fotr IInd .lust IIpprlllsol uf the decedent' 5 interest
therein must be sub.ltted. It should also set furth in itemiZ<!d form, tugether with the feir merket value
thereof, on)' other 1"01''' r I)' owned or bequee'hed by th" decedent ot th" tlme of death.
The Scloedule C ottoehed hereto and mnde part hereof sets forth a true answer to eaeh inquiry
contained therein end In the csse of trensfers ofproperll', relll or personal, within two years of decedent' a
death, in eontempletion of deeedent's death, or intended to teke effect in posseasion or enjoyment at or
after death, said schedule sets furth the nature nnd value of soch property, to whom transferred, the
rehUonship of the trsnsferees to the decedent, the proporllonst.e share received by esch transferee and
all other facts of' l,erUnent nature regarding said transfers. In the case of transfers intended to
take effect in pos5esslon or enjo)'1llent at or after dellth, there is also attached to the schedule a COP)'
of the deed, trust egreement or other instrument creatlng the trust. Ther" is also set forth in said
schedule a llst 01' all propert)., real and personal, with Its value, which pa"es at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or on)' power of appoint"
ment vested intlecedent, either individoally or jointlY, by the will, deed, or other instrument of another,
with ft cop~' of the instrument. creating such power attached to the schedule.
Thet Scloedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons benef'lc\RllY interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death 01' all minors, annuitants and beneficiaries for life under decedent's WlIl. It alsu
contains a stetemcnt showing which of the beneficiaries named in the decedent's wl1l, tf any, died prior
to decedent, the detes of their deoth, their issue, and the relationship 01' sucI' issue to the beneficiary.
ThRt S,Io,dule E attached hereto and made a p"t hereof sets forth aU property, real and per-
sonal, owned by the decedent .lointlY wi th another or others, including intangible, standing in the name
of thO decedent end others, plus the date and place of' record of instruments efrecting the vesti ture of
real estate and the date of acquisi tion of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Sc",dule F attached hereto and made a part hereof sets forth fully and in detal1 aU debts
and deductions chimed for and on behalf of this decedent'S estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fud1ciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
giouS services, In consequence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrlled chargeable for period prior to decedent's death (except those aUowed under Section
651 of the InherltOl1Ce and Estate Tax Act); together with a statement nf coUateral pledged for obliga-
tions, if Rny. It is agreed that the fiduciary w1l1 present proof of said chimed obligations upon re-
quest, that 11' the amount actuoU)' paid in settlement of any fee, commiSSion or debt is less than the
estimated amount claiming and aUuwed, that the same w1l1 be reported to the Register of Wl1ls, and that
the smnunt of tRX assessed can be resssessecl in accordance therewith.
That thP. tlltll!" of thP. appropriate columns 1n Schedules 'A', 'B', 'Co, 'E', and 'F' ss directed therein,
have been cc.rrled f'Qrwllrrl and properly registered in the Summary.
~) /J, f II
subc~ribed aT,a "worn to before me thiB ...:..?'.:":L..,......."..
... .JI //L . ,...... .,... .. 19.:"/.
day of
....., .. )l:~:.'~:t~:;~;~:;~"~m.
trh Cornml~!>lon llP.ft>1 '-plll 12. 1982
"",brt, ppl'I"S~anla ~sotl.tlOfl o! rMd!I{lS
NOTE: Before signing affidavit make sure 1011 hlonk spncP.S in the affidavit and schedules annexed are
I'1lled In with dctul1s ur the word 'Nune', nnd In case the nssets incluM rllre and unlisted securities,
securl ties nl' cluse or f'aml1)' eurporaUons or an interest In any e,,_pnrtnership or business, that the
dllt. .nd 5,,,,,.pn," requir,,1 m,der ,he pnrnr,rnph nt,ove relntinr, to Schedule 'B' erP. nttache,l. AlsO make
certllln thllt column .1 III th" 'Summnr).' hn5 I,e"n properlY completed ss ahove-cllrected.
\ t-"
,~,..s.:t{, ;~::..:....::Y';:
~nct~rJi~~~~~ ........ ,......."...-..-.
(Street Number)
Ci;\IDP.Hill.,....EA...,.1701L.... ..,. ,. ... . ...
(City or Town am! State)
... ..~..........'........ ..
~/
I
i
I
I
I,..
!
.
.
HILI,
OF
BARBARA ANN CARPENTER
I, BARBARA ANN CARPENTER, of Cumberland County, Pennsylvania,
declare this to be my will and hereby revoI,e all prior ~Tills and
codicils made by me.
1. I bequeath and devise all of my property, of whatever
nature and wherever situated, to my husband, BRUCE A CARPENTER,
if he survives me. If he does not survive me, I bequeath and
devise said property equally to those of my children who survive
me, provided, however, that the share of any child who predeceases
me shall be divided per stirpes among those of the issue of the
deceased child who survive me. If any of my children should die
without leaving issue, his share shall be divided per stirpes
among those of my issue who survive me.
If neither my husband nor any of my issue survive ~e, I
bequeath and devise all of my property as fcllo~TS:
One-half to my mother, Helen B. Harrington, of Wellesley
Hills, Massachusetts, if she survives me. If she does not survive
me, her share shall be divided per stirpes among those of her
issue who survive me.
One-fourth to my brother-in-law, Keith H. Carpenter, of
Kettering, Ohio, if he survives me. If he does not survive me,
his share shall be distributed per stirpes among those of his
issue who survive me.
One-fourth to my brother-in-Ia~I, Grant T. Carpenter, of
ld 1./1/
C\'-J'D
GJ~
/~
/ i~" ,....
/"7j
/ I .--/-
, ,1......'. -f....i!_ttl.I...ev
. ,j
/ ./ .
/..'.-], , ,t .,'
, .
. .
Paoli, Pennsylvania, if he survives me. If he does not survive me,
his share shall be distributed per stirpes among those of his
issue who survive me.
2. If any legatee or devisee under this will shall die
~Tithin sixty (60) days after my death, he shall be deemed to have
predeceased me for all purposes under this will.
3. I grant to the fiduciaries named herein and their
successor or successors, the following powers in addition to and
not in limitation of such povTers as they may hold by lavl:
(a) To invest any funds of my estate in any stocks,
bonds, notes or other securities or property, real or personal,
notwithstanding that such investments may not be of the character
allowed to fiduciaries by statute or general rules of law, it
being my intention to give them the broadest investment powers
possible.
(b) To sell or otherwise dispose of any property,
real or personal, at any time forming a part of my estate, for
cash or upon credit, in such manner and on such terms and conditions
as they may deem best, and no persons dealing \'Iith them shall be
bound to see to the application of any moneys paid.
(c) , To manage , operate, repair, improve, mortgage or
lease for any term any real estate at any time held or owned by
my estate.
(d) To borrow money for the payment of taxes or for
any other proper purposes in the administration of my estate.
(e) To distribute in cash or in kind, upon any divi-
sion or distribution of my estate.
1- '2 ,I ;)
~l:.l (1.1/,;
G \ '\J\J
r;,- ~
" I ^
)
,') , ;' .
.',_.4 "\ :L' ~. #J
~.
I
/', / ,~
/' "
, I 1-
i ,'~(r. III b7; ~
/
.
- 2 -
.
.
(f) In general, to exercise all powers in the manage-
ment of my estate which any individual could exercise in the
management of similar property o~med in his own right, upon such
terms and conditions as to them may deem best, and to execute and
deliver all instrurrents and to do all acts which they may deem
necessary or proper to carry out the purposes of this, my will.
4. Any amounts which are payable to a minor under this
will may, at the discretion of my executor, be paid either to a
parent or guardian of such minor, to the person with whom such
minor is residing, or directly to such minor, or may be applied
for the use or benefit of such minor.
5. I direct that all estate, inheritance and succession
taxes that may be assessed in consequence of my death, whether or
not with regard to property passing under this will, of whatsoever
nature and by whatever jurisdiction imposed, shall be paid out of
the principal of my general estate to the same effect as if said
taxes were expenses of administration, and all property i~cludible
in my taxable estate whether or not passing ~~der this ~ill shall
be free and clear thereof.
6. I direct that all bequests, legacies and devises and
all shares and interests in my estate shall not be subject to
attachment, levy, execution or sequestration for any debt, con-
tract, obligation or liability of any legatee, beneficiary or
devisee.
7. I appoint as executor of my estate, my husband,
BRUCE A. CARPE~ITER. If my husband is unable and unwilling to
serve, I appoint Constance H. Dykes, of Upper Saddle River, Ne~1
Jersey, to serve in his place, and Constance H. Dykes shall also
()~
(.; -, I:
"'j I
{/)J'. J A-'~ (~ ,,'
/',
//.~ 1,(
/7
I /f t. hi' I~.t:......
I
- 3 -
~CC~37 (12-63)
.\'OMlIO:"O\\'EAI.1'1I OF PE:-::-:SYYLANIA
TRANSFEH INIIEHlTA:-:CE TAX
RESIIlENT DEl'Ellf::-:T
SCHEDl'L.E "D"
\'....
~if.~1
/j .-., t\
,'~.\'-I' .
\..."".
!i,;:,:~::~,,:,~;,"i.~
BE:'\EFICIAHI ES
(
h
BENEFICIARIES AND ADDRESSES RELATlONSIIIP i SUHVIVm I DATI,: INTEIlES1' OF
or step.chlldren or I DECEllF~1' I
Statl' full nal:lPS and addresses of all who Illegitimate children S1' \ 1'1' YES I OF BE:-:EFICIAHY
a\'C' Itn interest, vested. contillgent or other arc mvol.ved, set I on NO lJlHTl1 IN ESTATI';
wi!'c. in estate) CorUI this fact.) j
Bruce A. Carpenter Husband Yes of Acre Entire Estate
241 Windinq Way
Camp Hill, PA 17011
!
!
,
, !
I
,
I
I
.. !
I
I
I
I
I I
1
I
I
Dl~ponent further SIQ'S thnt all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
No Exce tion
~
o '
-.-
e~-
;:;:: c:::
'c ~ E
.- t; ::)
E--o
'" 0."
-;: g,
~"'"
o "
- --
::l ~ 1-0
" " 0
~ E fr
~ :t:
Heal Property
Personal Propert)'
Transfers
Jointly Owned Property
SU~lMAHY
(Seh, "A")
(Seh, "8")
( Seh, "C" )
Gross Tasable Estate
a
(Xl
en
.... I-
Z '"
= :"J p:j~
~ :< riI~ ,.;
;- 8t .-.:
I:l Z" (I:
'" riI'" -
a ... to< 'Cl .-.:
'" '" p:: ~ =:
I t ~ ..: nj Co
a '-' U .... -':: Co
(Xl :: < :.:.: >< ~, ...:
I ~ ~ i- . QJ ! i::
.... C ~ < ..: .... ~ Z
N i- .... <!.
%: '" ~ 'M ::>
"- ~ :I: U ~ I-
~ - ..: ::t
- Iil P, -
. ~ p:: "' '-'
..
~ ..: nj ~
i r: Iil U ~ ~ ::t
j < ~ ;.,
/.
:.- ;: c
... '-' '-'
(I)
(As Ih'p(lrtl't1)
$ None
$ 17,525.03
$ None
$ 231.11
$
$ 17,756.14
( 21
(:\"i ))!'t"rndr.t'd I
$
$
$
$
$
$
REV-457 (l.aO)
COMMONWEAL TH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
~~\
~
=.::::.:;-.- -
=....~-==-:-
Estate of
Barbara Ann Carpenter
File No. -.f).-80-0050
County
Cumberland
Date of Death
January 9, 1980
In tho event that any futuro interest in this estato is transforr~d in possessioll 0; unjoyment to collatoral heirs of the decedent aftor the expiration of any
ostato for lIfo or for YOllrs, tho Commonwoalth horoby oxprossly roservos tho tight to oppraise Ilnd ass~s tramfer inhoritance tax&.lllt the lawful collateral rote
on any such future interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPERTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTAL JOINTL Y OWNED PROPERTY - SCHEDULE "E"
None
17.526.16
None
TOTAL REPORTED PROPERTY
2 1.11
17,757.27
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY None
TOTAL GROSS ASSETS 17,757.27
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day
with the Register of Wills.
.7 I -', I /11
{~PPRAlscr~
I
08/05/80
DATE
l>:
,..., ~ ~ i
~ ~
z ~ ~ ~
0 :>- t)
I ~ ~
,\J l/l M
::> M
...:I I ."
:s l'tl
I 0
....... U Z ~ M
-
'(s "" 0
"" - t)
0 ~
- "" ci
""
~ 0 l/l 0 Z ci
l/l l/l :>- \;; ci
... ~
z ~ ~ ~ z z
:j 0 ~ ci ~ 5 :.: ~
z z ~ 0 u .. ~
... ~ ~ 0 v Z
Vl 8 ..:
~ ~ 0 p., ::l
:rJ' ;j'.lii \1"';-,
1;1 "
'I'"
t'"
(,., "I
1'"
,,;,'
) ~II., 1 / / I' .,
. I',"
dl~;u II": ! I " I',!
1\"i11 " ,1,'"",1
. " . t' ~
1,1:,': d. 'I " T, I' 1~! I
!I',I'
I'
.,,':,
'l,t ...,:: ','I,,!
~ j , ' ! IT " : " " ' .- , I ", " ,. i: ' " . I '
, , Ii' " 'I ~ \;, ii,,; 11:
,I
~ ' ',' .'",. I, " " '. <.I'" I' \ I:" ! I)'
:' 'I \~
'11. !"I>"""'II:"
l:II!U,',; . 1;, .',1"
,:' "::",,lll;,
I:;'
, J! II III ,>I ,", '," " !I'
I , -" ,"
, "J " '" " "
'II,!,.) I,,:." ,.:1 'I 11'1'"
"H' ,11',1
1 ,1~, I <I \ d t , .' t ' ,r.. II \ \, Ii"': I '. I" ;',' I L! ,~ ! III ; ", iI'" . ; ,
,,',,','f1
(,n 111<,' f'lL:': ci l'li :: I", 1.. p",
:l;.: 1"''-'
,1,;<,
,,'
nW(i1l1 (',()r, .1 li'.ll",:i' ,,' '\:1. n~,~.l
~I. !I\lilllllS O\[! " I it: :,~' ~l f' " I , ')1; I) 1.1~)
3 ll'Um!I:: C, i " I, " :11111'; '. Ii", ','1, 1,)1;:)
1 (I,lYS l'O':;1 , : <l :1 \ ~ i O():~~J2
2 Wlf':; fJI)(): " .1:\',:, (,'I.....:(''J
3 deL';', (J('O~:J 1 1: \1:1'. :~ "'\', .lI\Hdj
4 t.ldY,; C\(Y;(~f:! 'd" I i : 1'.1,\ (;(\,1,:13
" day~~ (!,:I(':~3;, "!',' :':) ILly', ':)\.1.1::0
.'
Ii d:1Y:: ()i)J(li 1': " '. ;:j, .Ie1Y nG.U'/
'7 dOl)"; ,001 lB ; I ! . . " ~, l:J{.; )/ dil', (\Uil~.~
e d;j~'~; O!JtJ') ~ II " 1'1'" ii: :J,s d,l\,'> (H).j 11
S ICI~'c, l~:') 1 :'l~ 1d " , ~HJ d;l','o, liO:;8H
10 diJY~; (\() 1 (j~j '1,'1',", ',r> "j,..". C"2GC:)
j', ""y"
{'.r.'t' ~J;i' II'
'I':"
." q Ii
( '.,' I I' 1 ,'.'~' .", i' ',I.
'51
,.: ,.,:.,
p;t',...r;:;j;'\' n. ',d'i~',!,,-,d ~'\'nh
I!:f~ il':>',,('~,-:-:nwnl '1" I
i_! ,':I""!U V"'I!l"\ ":.1)'
,
, "
;i1
"
,;'
i~l.t '(:1: ;L, ;1,
.;. d ll'y ~:,\.'_,liUn
lU':I] oj tl,,: Ird-" it::
.I,'l" ; I~ f\ll,,1 l';t.
-'I'"
-,,, ",
"
II, .1,1' (.11<.-'_" ';' , U:iI'V , , ,', " ,
H, I ~ , - ( \',1,:,
I I " I' ,
OFF ICE OF THE
REGISTER OF WIL~S
)/ (
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIOHS ALI.OWED IH
THE SUM OF ,.... $ f45-i 'l (S'
O.AT! AI'PRt'VE'-~-,2,J!/-S_~
'. . "J I .
114\.~ ."I\\~. ,\J" lll>..~
. R!Gt5TEIl Olf WILLS, f,GEtlT -
---.----.
REV..4tlS 1!~7111
OF -SjJmberland COUHTY
AND AGENT OF THE COMMONWEAL Tli
, .I,
ESTATE OF 2arbara ~ Ca,penter
.'
DATE OF FILlHG APPRAISEMEtH () (, '\:
LATE OF _C..1ll\P_Jlil 1
------'-
. . - -
- - -
DATE HO. OF NAME OF PAYEE REMARKS AMOUH T
VOUCHER
------- -' ----.- ---
--- 1---'-"- JIQ.I1l~!;:_C\L~'-ImJ.UP._CJl..- I--lolen; r",l Eq.uipment---.------ _..._1.52 no
--- 1----- i.RaYlUomLC..-ili:.andon p.J:'..ofessi.m1.;;ll.serITice ..--'. 105 00
--_.~._-- -,.------- J~unteL~urqical Group M~dical S ~~yig3'__... I 85 00
.--1-".'
!!~SS ~artment Store Balance of Account 11 63
--- ---- ....-----.---.- +---
-' pomeJ;'.QY's Dept. Store Balance of Account 20 14
-
MITers Funeral Home Funeral Bill 730 00
M. D. Morrill & Son Headstone 120 75
--
----. l2.<;lyj.d Beandry Headstone Base 23 00
Charlton Cemetery Comm. Burial lot 25 00
F ~rst Federal Sil!. Balance 1/2 Mortgage
nn 241 WindinN Ivav' 7.592 67
---- --- .BLUC.e...A. Carpf'n.ter. k'~~i'" .i(;lD 2 000 00
-- McNees, Wallace & Nurick Attornev fees ." 1,000 00
.
----- I Mr-Ne..e.s, Wallace & Nurick Evnensf'S Advanced 73 46
~~qist~L_0 Will_s Filinq Fee 9 00
-' .--
--.- ------,._- -. 1 947 65
---- 1------ -------
... --------. . ...~._- -----------
--- ------~---+_.- -----.--.-----.-----.-------
- .._--- 1-----'--- .
._.. ---....".--.- ------_._-,---------- --
------ --" ----..------ ------ -
._~ .. ._" -,_.,. ,,- --------------'.---'-'-----..- -,-"._- -. .
_,__u_________,~._____"'___,._
DATE Of DEATH .Januarv 9
19 8.U-
COMMDHWEAL lI1 or./~~,H~;Y.I; y AH1A I.
55,
COUHTY or S.!1l!\Re);'Ja n<;l_ \
I. .J3=e_.A.mC.ar.p~nter__._________ HEREBY CERTIFY, THAT TO THE BEST OF
MY K"OWLEDGE,\Im BELief. THE FOREGOIHG IS A JUST AHD TRUE Sl'ATEMEHT OF DEBTS, FUHERAL EXPEHSES AHD
EXPJ:H,;;S OF '.DMINISTRATlON ~UBMITTEO TO THE ESTATE OF~ A C;,rpf'nter
DECEASED, /,r, :,n:ouCTION5 FOR INHER1TANCE. TAX PURPOSES.
,(
SWORN AHD SueSCR!UED BEFORE ME THIS "
'--'.J",-,__iL~6:!L . 19 fr
,I" : ':ii.. . :i (-, i ,-
-.------- ;"". . - ''''':- . . - ,
NatA 'I .. ttOw,., ..
.~IlIftoltl\.O"""""....
Mf c.m,.- (JI"'" _ Il. lH4
Mer.'>blf, ht'tJts,tf.",- AIS< ....... d ~'"
, "
~......<<: .c:? c..:......--~-......T'<(L.S.)
Bruce A. Carpenter
DAY OF
ACC.80
(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. INHERITANCE TAX DIVISION
OFFICIAL NOTlCE OF
INHERITANCE TAX
ASSESSMENT
*'
TO:
VO.'-r(-
J 0 \)
l'JoJ3
:::~~ ~~cl:~
FILENO. ~If ~ \
COUNTY OF" ~U~
DA~OFDEATH~
For County Information purpo..aonly
COUNTY FlU: NO: ;ill-aD-50
--~~----~~---~---~-~......._--~~---''''''''''''''''---''I:'''"~''';'''~---~-----~~---''''''''-----....----,-----
,.
)
Appreised Value of Estate:
Real Estete
Parsonel Property
Jointly Held PropertyITrenslere
$
lfotefGros. Estat.
.
I
I
I
Totel Appro\l8dDeductlons
Cleer Velue of Estele
$
Le.s: Approved Charitsble Exemptions
Clear Velue 01 Estele Subject to Tax
$
Amount Texsble @ 6% Rete.
Amount Taxable @ ~% Rete
$
tax due
.
lex due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
.
311-8' 5"8"
(
,
Lfss Credits: I
DATE OF PAYMENT
?:".4-~Q
AMOUNT PAID
$ 3lf"i... Sf +
DISCOUNT
INTEREST
TAX CREDIT
.
.
"
s3tfr.5t'
+
"
'.'
+
"
\1J,'~t~tf\
I
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
SEE ~E\Il!~SE SlDE FO~ INST~UCl1ONS
REGISTER OF WILL'S COpy
1
,I
Inter;,s! will eccrue at the rete of elx (6) percent 'per
Inheritence Ux from
./
-
INSTRUCTIONS
To insure propsr credit to your accoun~, the name of the estate end file ,number should be clearly print-
ed on the check or money order.
This asSessment is made In accordance with Section 708 of the Inherit~ncB a(\d Estat'e Tax Act of
1961 172 P.S. ~ 2485- 708).
To the e)l:tent that Inheritance tSJI: is paid withi,n three (3) months" after the death of the decedent. 8
discount 01 five (51 percent i. allowed (72 P.S. ~ 2485-715).
Inheritance TI><, other ,than tsx on a future interest. 19 due at the date of the deCBdent"s death and becomes
delinquent .t the ..pir.tion 01 nine 19) months olter thed_dent's deolh'l72 P.S. S 2485-711). Inh.,itenee
To. on a lulur. interest I. poyoblo within thr... (3) months altor tho t'ans,o, tokes offoct in possession ond
enjoyment ond is delinquont ,herootter 172 P$. ~ 2485-712). Celeulo,e inter.stlrom th. delinquent dot. shown
on the faetill of this form to thllt date of actual payment using the following interest table:
......~---------- -------~- -------~- - --- --~,~ ---'----~- - - ---~ ~-- ----~--- --.......... - - - -- --
1 month ,005 4 month. .020 7 months .035 10 months .050
2 months .010 5 month" .025 8 months .040 11 months ,056
3 month. ,015 8 months .030 9 months .045 12 months .050
1 day. .ooot7 11 dev. .00186 21doys .00352
2 doy. .00034 t 2 d.y. _00203 22 davs .00369
3 dov. ,00051 13 doy. .00220 23 days .00388
4 devs .00088 14 devs ,00237 24 days .00403
5 day. .00085 ,16dOY' .00250 25 dovs .00420
8 doy. .00101 , 5 doys .00287 26 days .00437
7 davs .00118 17 day. .00284 27 days ,00454
8 dOY' .00136 1 8 doys .00301 28 d.vs ,00471
9 doy. .00152 19 doys .00318 29 days .00488
10 dev1 _COt 88 20 dey. .00335 30 doys .00500
......- - -- -~~------------- --~--- - -- ~-- -- -- ~----- - ~-_._- -- - ~ ~ - ----~---- -_.........--
Any party in interest. including the Commonweafth Ind the personal representative, not satisfied with
the assessment may object thereto within sixt'Y (60) days' after receipt of this Notice as provided by Section
1001 of th. Inheritonee and Estet. Te. Act of 1961172 P.S. ~ 2486-100t).
Make check or money order payable to:
"Register of Wills" Agent'"
Mall to th. addre.. Hsted below: