HomeMy WebLinkAbout80-00055
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No.
21~80
Ist.tee:..of
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L1IlOYIIE,PD1ISILVABIA
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'. HtERS~ .. MIERS. <FLOWER ..&JOBlISOlJ ~A'rrY.
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PETITION FOR PROBATE
.:----
No. 21-80
0#
OF WILL AND LETTERS
TESTAMENTARY
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in the Estate of
Ella S. Shoeman
, deceased.
Harold B. McLane, Deputy
To nie.lt,arel C. ,~,l5ilaorOlm, Register of Wills for the County
in the Commonwealth of Pennsylvania,
IS
Petitioner(s) are the executCR
of Cumberland,
Ella S. Shoeman
named in the Last Will and
datecfeb. 13, 1969
a resident of
Testament of
Decedent was a citizen of the United States and
T".-"N.;<.;:!:t'"";!"
~11"r,if;
Borough, Cumberland
County, Commonwealth
Lemoyne
of Pennsylvania.
Decedent died on Thursday
day of
January
the 18th
A. D. 19 80 , in the County of Cwnber1and
State of
81
at the age of
~ WX her
Decedent has not been married and has not had children born to fi1MX
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$30,000.00 and of real estate to the value of
Pennsylvania
years.
None
as near as can be ascertained; said real
estate situated as follows
apply
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated January 25, 1980 Dauphi!l Deposit Bank and ~rusl Co.
Name and address 11;.~~ii11 (f/JDJ./7f-f!\.. -
of Petitioner(s) /
301 Market street
Lemoyne, Penna. 17043
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
~1.S.Sanfo.'la, Trust Officer Dauphin Deposit !Jank ar.d Trust Co.
named in above application, being duly
say(s) that the statements set forth in
SHorn according to law
this petition are true to the
me,
knowledge and bel ief -1 /) J
and subscribed before "~/?-d'1t~0U
-!-fI---4/.!.. /
January 25 19 80
~~1Jl~er-
best of
his
sworn
Hyers, Hyers, Flo\wr U Johnson
J 51J~
rfflW
(' Filed; January 29, 1980
c;;)./-,ftJ -$5' I 0 -~9</-'6-
Attorney:
. .
11L,tfJt llIill ,nth ffiClthulttUt
I. llU.A S. SIIO[;~IAN, of the Rorough of Lemoyne, County of Cumber-
land and State of Pennsylvania, make, publish and declare this to be my
Last will and Testament, herehy revoking and making void any and all
former \'Iills by me at any time heretofore made.
1. I direct the payment of C,lY just debts and funeral expenses as
soon after my dea th as may be con'lenient to my executor hereLlafter
named.
2. I direct r.ty Executor to convert into cash any real estate or
interest in real estate of which I die siezed.
3. I direct my Executor to sell and convert into cash my
personal property, only after the beneficiaries of th is \'Ii 11 hereinafter
named, have had the opportunity to receive any articles desired by them
in kind.
4. I give and bequeath my estate, share and share alike, unto
my brothers and sisters, th~ issue of any deceased brother or sister to
receive the share of the parent by representation.
S. Lastly, I nominate and appoint as E.xecutor of this, my Will,
the Dauphin Deposit Trust Comrany.
IN toJITNESS \'nl,;~lSO", I hereunto set my hand and seal this 13th
day of F'eb;:uary, 1969.
f( (.1. )).
it,~r
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(SEAL)
Signed, sealed, published and declared by the above named
Testatrix, as her Last \ViII and Testament in the presence of us, who,
at her request, in her presence and in the presence of each other,
have hereunto subscribed our names as witnesses.
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OAnt OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} ss:
COUNTY OF CUMBERLAND
Before me. the Register for the Prohate of Will~ and granting of Letters of Admillislrnlion in and for
the County of Cumberland, personally came .,'!~,~~.?,~~,~,l.l.,~~::~~.Y~~~~7...~.~,::~.I,l,~,..~.:r.~~~~,.~~~c~~, Trust
h ' d I sworn eo d I I Executc~
w 0, bemg u y ................,.........." do .......... ('pose am say tlal as....,....,...... ......,......"............................,
of the last Will and Testament of ....,~~~..?~...~,~,~,:~.~.,....,.,............................, ...............,..,.............,deceased
....E.~......,........., wiII well and truly administer the goods and chattels, rights and credils of said deceased
according to law, And also wiII diligently comply with the provisions of the law relating to Transfer
Inheritances, ...........~~':?~,r:....., and subscribed
before me,
...............,-!.~~~~.~.Y....~.?................. A. D., 19 ..~~......
~1s.~~.<~~ ^..........J?~P~~~..
R~",Lu~d B. Aud"~o)Ull, Regi;~~Y'l~
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DECREE
Be it remembered that on the .........?~,~,~..... day of ..,.............~:':':~~.~.~:>:'...............,' A, D" 19 ~,9...., there
was probated and recorded the last Will and Testament of .....~g,~..~,:..,~,~~,~,I,l)~.~....................................,
I I' Lemoyne .
ateo .........................,................"....................".........., Cumberland County, Pennsylvama, Deceased, Letters
Testamentary .. , d Dauphin Deposit Bank and Trust Co.
.........................................,............. were grante to ............................................................................................
Witness my hand and official seal the day and year afo~ I
'jJ.~,~~~~~"...,~~.~~~,y.
~L K... ,RegIster,
.206
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01<' PENNSYLVANIA}
COUNTY OF CUMBERLAND 88:
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the County of Cumberland. personally came ..~!~,~~,~.~'?!:'.~,.~~~~.,~~!:'!:~?7...~,?:~~,~..~,:P.~~~~..~~~c~~, Trust!
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who, being duly ..,~!':~~..............,. doE7~....... depose and say that as.....,~~?,~~~.:..........................,...............,
Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for
of the last Will and Te~tament of .....~~?:..~~...~,~.'?,~~.............,...........................,.............................deceased
....,I:\~................. 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. ..........,::~~:':,~..... and subscribed
before me,
................-!.~~,~~,~,Y...??................. A. D.. 19 ..?~......
~35.~c;,~o' ~........,!?~P..~!7X..
, R:...lu.ud E. ,,'~ud...l.~vu, Reg~i~
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DECREE
Be it remembered that on the ..........~?~,~..... day of ...............,~~,~~~,~~......,.......... A. D" 19 ~~..... there
was probated and recorded the last Will and Testament of .....J?;1;,+,~..~,~...~,~!?,~,I)!~~..........,..........................
Lemoyne .
late of ...................................................................,......... Cumberland County. Pennsylvama. Deceased, Letters
...,....,............,"'~~,~~~~~.~~:':,~.. were granted to ,..?,.~~!?:?,~~...~~~~::,~,~".~~~.~,.~,~~..,~~~~~...~r:l.:...."...,
Witness my hand and official seal the day and year afo~ I
'1J.~.~~0.~~...,,?~,~?~.Y.
R,e E. .. ~glster,
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REV-449 (B.78)
COMMONWEALTH OF PENNSYLVANIA *
DEPARTMENT OF RE\iENUE
BUREAU OF FIELD OPERATIONS ' "^, ' "
COUNTY OF ClIIlberlanu
aeSIDENT OECEDellT
. .- .- - --"
This r~tU(n 11I11:.1 he ('llnlplclCd In detail ami fikd in ~lllplic:ltc. .....Ith :111 attildll'd, willa the Register uf Wills uf the
C\lUllt)' where dcccJCIl1 rcsidcd~ Rc(Ull1 i,. due \\ithin nine Oltl/lths ,,((l'r d:at~ of llc,lth. Ilnless 11II eXlensiun il; gramed
by the SC'crclary of RC\lClllh:. (Sectiun 703 uf the Inherit,lIIec "lid Eswtc Tax Act of IlJ()I.)
'iMPoRTANT:
IN TilE MATTER OF TilE EST,\TE OF
} AFFIDAVIT OF
EXECUTOR
An~11NISTnl\.1 OR
Ella s. ShOCl:tan
(STATE FUl.1.. NAME OF DECEDENT)
Lotoof Cur!1b~r;Lall<L--_
County
Cumberland
\'1.5. Sanford,
Adn.i..:lJlr.wor-
County of
"
J'"
Trust UJ:ficcr,
j)au~hin ~Jcposi t 13k & Trust Co.
ExeCUlor
State of ~iHl-i-a
of tho dtaln of lh" above.nomad dvc.oJonl being duly sworn, depo$o
and soy
Decedent died
January
H'
, J9 80. __1 10$tote leaving Q 105t will, copy I'lf which i$ herelo altached, }
~iiUliIGOi
tMornHI
Name and odd,en of attorney or }
olh.r olJtnOflud ropr.untotlve to whom
all correspondence .hould bll mailed,
tD/.Yi
J,.YCI:S, j,lyers, F1o\','cr &: Johnson
301 ~Iarkct St., LCi,loyne, ~a. 17043
That as such Executor deponent is familiar with the affairs of said estate and the propc;rty constilUting
I EY.ECUTOR~AOh1INIST RATOP:
the assets thereof and their fair mark1~t value.
That at the tim~ of death there was no safe dl~posit box registered in deceJent's individual namc, or jointly with, or
as agent or depoty of another. or io decedenl's individual name, with right of access by another as agent or deputy. with the
exception of the followin~: -
HAM!! AND ADDRESS OF BANI<. OR OTHER IN!;Ti'fUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT eo". RENTED
IN NA.ME OR NAMES OF
RE\...ATlONSHIP OF JOINT
HOL-DERS TO OECEOE,.:T
_\
That the contt:nt!o. of ~l1id safe d~'jlosit box or boxes are itemized under Schedules
with the exception of the following, for th~ reasons hereinafter set forth:
of this return,
That Sohedul. A attached heretn and made part hereof sets forth folly and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died haying an interest therein. It also sets forth the
mortgage encumbrances upon each p..rccl of real property at Ihe dale of death, giving Ihe amount slill doc at
death, name or mortGagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assess~u valuation of each of said parcels, the estimated market value thereof
3S of date of death oi decedent.
That Schedule B attacheJ hert:lu and made l1al"t hereof sets forth fully and in delail all personal prOllcrty
whcrc5o\'cr situat-.:d owned hy the decedcllt at the time of death; all muneys left hy the decedent at th~ time of
death, whether in decedent's iHlIllcdiatc j'loslicssion. standing to decedent's credit in banks of ..It:pusit, savings
brlflks, trust companics, or olher i1.:aiwtiolls, whether individually, ur in trust for any olher l,crson or persons
giving also separalcly tho accrued interest thereon. ir any, down 10 the last interest day prior to decedent's
death in the case of sa\'ings banks, and to the uale (}f decedent's death in all other cases; all honds, postal
savings, treasury certificates or MItes and other evidence of indebtedness of the United Sta tcs to thc de-
cedent: all obligations, whether uj' stal1lle or agrcement thcy arc designatcd <\s tax frec. of thc United Stutes,
or any statc. or pulitical sul,di\'ision thereof, or of any foreign country. which arc owned at the time of death;
all wearing apPulcl, jC,wclrYl.silverwarc. pictures, b()tlks. \\lorks oi art, household furniture, horses, carriages,
automobile.s, boats, and :lOy and all othcr personal chattcls of whatsocver kind or nature, left by decedent,
together with the (ilirty estimatcd mark~t \'Ollue thereof; all honds and mortgages held by decedent and. of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
fOf the payment of money of which decedent died possessed, of whatsoever nature, witla interest thereon, if
any, giving the face value and estimatcd fair market value thereof, and if such estimated fair market value be
less than the face vuluc, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate frorn lift: insurance policies carried by dcced.ent; all annuity and endowment contractS
the proceeds of which were payable upon the death of the decedcnt; all and the corporatc stock~ and dividends
due thereon and unpaid as of the date of death. bonds amI accrued interest thereon to the date of decedent's
death and other investment securities owncd by the decedent at lhe time of death, with the market \'alue there-
of lit such time.
In Uw cllse ot' :'t'l.'urlt.ios >.If clnsl' ur f'III1111Y Ctll'l't..rlLt.loIlS, Illl' vnllll~s rl!IlIlrtl'fl llrl! IU:; fur 116
1'0s~lulo SUbAlftl1tilltol1 11)' rln'we!'ll [It'l!.'~"mnts 01' tilt! ~orllllrttUUIlS, ...hnw'll~ t.hl' 'tS"i.~t.~ Ilnll l1'lhll!.t...ie~
tlll'reot' !IS 01' thl~ l\f\tl! of' lh~ll'..h. T!lI! ~cht'dul(' nlSll ~l1t~ fHrlll 1.111' Ifll.f~rl'Nt. of' 11'~C(!lle'lt '11. t.he time or
dlH\th In tiny co-pnrtnershlr or 'JlI"tn(lSI;. 1\1111 In .t1l)lport. ell' flu' VIlI\ll' 01' slh'h In,.~r*~sl t.hl~re IN tlUllcx.~d to
suitl ~chl'dlll.', fln/lncl'11 :tl\t,f'mt'nl.s "ho",lt1~ t.I\l'!l.:;Sf~'" llrlll11'\1I1111,lt.s of Sltllll~l)-p!l.rln'~l'.ihtll fir nllsl",'!'~s.
,\ l'\)PY of tll" cn_pnrtnt'rshlp o\l!,r(!l'm~'nt., (If urnl, n st.lt.l1ml>nt s.'ltlll~ I'urt.h t1w Illl.ll1rl~ of' t.h.! II~r.!i!fIll.!nl)
tOI~I'lI\l~r wlth n stutt'l'I(lnt sellin~ fnrth tlw r.h.'trllcti~r I)r It,., hllst.,.."S, lis )fl('1I1.1 tHlt !lfltl sl1~h other t'llCts
iwrtnlntlll!, to Ull~ hllSllwss ns mllY hI' pl'!'rl.tlll'nf 1n II t'nlr rltH! .111~1. f1pprli'slll ClI' t.)u~ ct':!Cf!ltent.'s Int.l~r.!st
thl~I'eln !'Tlllst ht~sllhmlttl)d. It shulllII Illsll !wt I'llrt.h In tt,~rnl:tl'li l'urlll, tll~~t.t.Ill!r with I.h.~ fill" r.ltlrkot vnlue
ther~ot\ t\lIY othl'r IlrOpl!rt). 0'0\01\1'11 nr h(!(IUouthl'tl hy t1w c!l'cl'lh'nt. lit 0;.' t ,.",. flf ih!tdil.
The SC/lpdulp C nt.tuehl~lt herf't.u nnll mlttll! 1l1t1.t hf!1'(~flr Silts forth II l.r\lt~ 11I\SVo"!r t.o Hitch inquiry
ctllltulnoct ttwreln 6ud III the C6se nl' lrnnsf'l!rs ol'prnpl~ft.y. renl pf Imrsnnlll, within two yellr~ of deced(mt.' ~
denlht In contomp16tluI1 of' decO'lh'nt' s dent.h, or Int.pllded to t'l.k'~ f!('fr'ct tll JlClssH~:sl(1n or enjoyment at or
ul'tl~r deat.h, subl sclll'dlll(~ sets fort.h t1w nn1ure /lull ""illiI' ot' SUdl l'ro)l(~rt.y, t.o whllm trnnsl'I~rl't!d, tho
relatJonshlp at the t.rnnsferees to t.lll~ Ifl!Ct!ftl!flt, Uw prol">I'f.Jonllt.'~ shure reef.'lved byeltch t.rnns'feree ond
IlII ot.her ftu~ts of n pert.lnnnt nnUlre rl~~l\rdlll~ sltld t.rflllst'nrs. In the cnSI~ or trlU1st'ers 1ntl!nded t.o
ll\k~ effect 1n possession 01. enjoyment nt or Ilrt.(~r 11(~'lt.h, there Is nIse.. Ilttnchf!fl to t.he schmillle Il cOllY
of' the deed, trust llgreement or OUI('r instrument. crent.lng thl~ t.rust. 'rhf'I'j' is nlso set forth In said
schedule n list of Ill) I'ropert)., rell! nnd personn1, with it.s \'Illlle, ""hld, pil~.ses Itt rleccthmt.'s rtol\th by
virtue of the exercise b)' decedent, either tnltlvidulllly, nr.101nt.lr ",Ith another, or any power 01' ullpolnt-
ment vest.ed In decedent, clthl!f Iml1v.!dunlly or jolnt~y, b)' the wJll, deed, or oUwr Instrument 01' another,
with a copy of the Instrument. crenLtnJ!; slIch power llttnch(>d t.O till! sch~rllIle.
Thnt Schl'dull' 0 attachel! hereto Ilnd mllltc purt Iwrenl' sets forth the nllml':. fl.nlI addresses of 1111
persuns henefIcially interested In thIs estnte Ilt thl' Uml! of' dec(!ehmt' s denth, the nut.ure of their res-
pecU,'e Interests, their relationship, 1r uny, 1.0 the dcce,l"nt, !.op;"ther wtt.h the ages lit II", t.tme of
decndent's dellth of nll minors, nnnultd.nts nnrl beneflclllril!S 1'01" life llncter (!~cedent's Wll1. It also
cont.alns r1 statement showing which of the bcneflclurJes IlIUTlCrl In the flecellent' 5 will, if an)", died prior
to decerlent, tile ,tates of their denth, their issue, lUll! the relut.lonshlp of such issue to the beneficiary.
That S.:hedule E attnched hereto nnd mncie n pnrt hl'I'p,of sets fort.h /tll property, real and per-
SOlllll, owned by the decerlent ,1olntly w1th anothm' 01' others, 1,leluding intollgible, stnmllng In the name
of the decedent nnd others, plus the date nnd plnce of recore! of Instruments ef"fecting the \'estiture of'
renl est.a.te nnd the dnte of aCfluisition of personalty, plus the nlllTlCt nddre5s nnd relat1onshll1, if' any,
of co-ownerS to the decedent.
Thut Sc/ledule F attached hereto tmd mucte Ii part hereof sets forth fully and 1n detail all debts
and deductions claimed for ann on behul f of this deceden tl s estnte, including funeral expn.nses paid;
fllmlly exempllon, where 01'1'] lelll>le; costs of ndmlnlstrotlon of this estllte; eOllnsel fees and !\.dlelory's
conunlsslons paid or to he llflld; cost expenced for burtnl u'usts, tombstones or gl'ovemnrkers, 6nd reli-
giolls services, In conse'l"enee of the denth of the decedent.; deh!.s Ilnd c] 1111'15 owlog nnd nnpllld ot time of
denth; tnxes neerlled chorge/lhlc for period prior to .Ieeedent.' s denth (excep!. those nHowed IInder Section
651 of thl~ lnherltwlce llnrl Estate Tax ,\ct)j together with II stntement of collatcrtll pledgert for oblign-
tlens, if liny. It is ngreed thnt the t'lducJar,y will "resent proof ut' said claimed ol:tllgl1tions upon re-
q''''5t, thlit If the umouut lictu"j]y p"ld In settlement. ot' /lny I'"e, commission or ,Iellt Is less thlln the
est.1mnterl amuunt clnimlng unll nlln'n'cri, lhnt the some will he report.ed to the Re~ister at' \'1'1115, and that
the /Ullount of tllX Itssessed cnll he rCllsscssed in uccorrlllnce t.herewith.
Th"t the tot.,,]s of the upp,'oprl"t" co]umns In Schedules '0\', '11', 'C', 'E', /lud 'F' os dl.'eeted t.hereln,
hnve been carrien forwllrd unrl properly registered In t.he Stlmmnry.
Subscribed and sworn to l~fore me this
m"..'.'.,.'_"__'.!~~) day of '
".,.,',.,,\-"\,~'""~"
Dan;)hin
Deposit
Sank & Trust
Co.
t1f1d~:~~~,."(a~~::&ll".",,,-_....,---
" (E:rectLtor-kd~)~
30: ,Iarkct st.
iSt;:~;t-N;;':;;b;j""'._""'."'''''''-'''''----''
LCIIOY ne, 1'3. 17043
... .,..,......,..,.........."........~............,."............. ".........................".......
(City or Town and State)
NOTE: Hef'orl~ slJ?;nlng ttl'fldnvit, mill,,! surl~ nIl hlnnk spacl's ill the llt'ftlthVlt IIn.! sl~hedlllc!'> annexed nre
nlled In with d"lll')~ or the word "Sonl~", IIrut III CIl!ie lhl~ n~sf't.S tlll'llllle I'ltr(! Ilnd unlisted seC'urlticn,
secllrltJ*~s nf close or fnmll~' corporntlnns or IUl tlllf'rp.st. III IlIIY cn_plll'l1U"!I'shtll or husiness, thnt. the
dnt.n lIun stntp.rnents r*!qui red under the 11I11'1l!!,I'Uph IIllo"" l"l'lattl1/.!, 1.0 Sc~hl?dllll! 'U" nre nt.tuchNl. Also make
cert.1l1n that colunm ti1 In t.he "SllnlnnI'Y" hilS hl!f'!11 pro\lt~rly completed us flhove-dlrccted.
" "y' .,,,,,~<:.J ) .
'10
19.""......,.
.~-,..~'G'
~ee.u (4-111
C:OMMOllI'IULTH OF PEHt;SYLVAHIA
. OEPARTMEHT OF REVEHUE
BUREAU' OF C:OLlNTY C:OLLECTIONS
TRAHSFER INHERIT ANCE TAX
RESIDENT DEC(;DENT
.
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with ~tatement 01 mortgage encumbrances upon eoc~ parcel ot death of dece-
dent. Property held by the decedent os tenant in common with another or other, sh,uld be identified
os to quantum 01 interest and the estimated value should be that of the decedent'sif,terest only. (Property
held as joint tenants with right of surviorshi? or tenancy \'y entireties should be reported on Schedule "E.")
The real property located In the Commonwealth of Pennsylvania .hould bo
described by lot and block number, .treet and .tr"et numbor, I0gether with
o general descrlpllon of the properlY, wllh a reference 10 Ihe record of Iho
conveyance by which tho decedent look 11110; If a farm .Iale numher 01 o.
ere.; 01.0 .,otemont of mortgage encumbrances upon each parcel 01 death
(.: (Iocedent. Taxes, assessments, occrued lnll!lro,t an martga{les, elc.,ore
t'" ~e listed an Schedule IIFII and musl nol b. deducled from thl. schudule.
(1)
(2)
III
DEPARTMENT
VALUATION
CAUTION
(Do not write
In 1hl. ,poco)
ASSESSED V,\LUE
FOR YEAR OF
DECEDENT'S
DEATH
ESTIMA TED
MARKET VALUE
i~onc
Insert this total opposite "real property", Schedule" A" in the X X X X X
"As Reported" column on the last page 01 this return,
Hu../
491C
REY-4" u-n)
Mr'
w"
$ r.,... . ,,',
('~"~~";'
;.!'\.rI:;.;.f~',./'
CO\l\IONWIlAI.TII OF PIlNi'o'SYL V A1\1,\
TRANSFEi\ INlIElUTANCIl TAX
RI'$IOENT IlECEIlI'NT
.. .- --
BENEFICIARIES ANIl ,\llnR~:SSES RELATIOi'SIIIP
(State futl names tll'd illhlresscs of ~,11 ....lIn (If sttp..dli1dfcn (If SUR \,1\' 1'.1' DATE \;>;TEIU'ST Ill'
have an intcrcst, vestcd, contingent or othcr- Lltcgitimatc chilJrcn IlECEIlENT Ill' IlENEI'ICI,\I\\'
wise, in cstutcl arc in\'ul\'cd. sc t STATE \'1'$ lllllTlI IN ESTATE
forth this fuct.) OR ;'\0
Hary "leCall sister 'lCS u l: a~.' c 1/.1 l\.~siu.uc
1235 S Highlanu :,,"-ve
,
Apt 30213 -
Cleanla'ter, Fla 33516
!Joris J lipplev Niece 'e.... 0t ;J.;.,~ ' /d :'.... e~ r\1l1'
301 Hanehester 1\.oao .
Car.lp Hill, l' a. 17011
iluth Bentz ~~iccc vC.'. of a:' P 1/11 :tno; ,I" n
Landis Homes 1Wl/3
-'
Li ti tz_ l'a 17543
Levan Albright NCDhc\'l - ves of af'"C 1/4 i~c~-jiduc
-
24640 Haven Park
Mount Clenlens I,lich
4B043
-
\ \ \
-
:
SCIIEDlILE "n"
IlF:-lEI:IClAIUI,S
Doponont furthor .ayothat all thc abovc-namod bondiciari.' arelivingat thi. limo oxcept below'
-
NAME
DATE OF DEATH
RE51DENCE
None
-
-
S\l)~
...;: ~
1:1- '"
",. c
.- .. ~
c-
,. ..
e- -
." c:. 0
~ E U
. o'
w u'
o ."
__u
0"'-
u" w
u E 8.
~ u
!!!. 0(
Rcnt Prnllcrly
Pcrsunal PrupcrlY
Transfcrs
SUMMAHY
(Seh. "A") $
(Seh. liB") $
(Seh, lie' ') .$
$
$
\
(I)
(As IlcjJnrtcd)
(2)
(As Ilclcrmincd)
-:';'.1 '<l,:, ~ 7 .:
$
$
$
$
$
$
.~ ,'I . '~:, r; _ 7 '{
('lCUSS Taxable Estulc_
fo- ."
~ Z u
.. UJ '"
u ;:;; ..
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UJ u
en u ..J
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.;: on
" u.. .!! =<
c..
c.. 0 e a::
~ Q.
.. .;: ..UJ Q.
.<: !:!:! '<:fo- ;0. -<
0 fo- fo-.;: '"
c Q
Z ,= 1= ....fo- e ~
0", u
u.. UJ c..
c 0 ~ I-
0 a::
0
.~ " -= 0
- UJ Q.
..
.. fo- .. w
- ~ u a::
'" f0- e ~
.;:: <: ~ c
- "s ;:;; c q 0
e
0 5 e
==""0 ;;
:::< 0 "
.J U U
REY-U4 C4-7~)
COMMONVlEA~TH OF PENHSY~VAHIA
BURlrAU'Of EXAMINA TIOH
IHHERITANCE TAX SECTION
*
SCIIEnULE "E"
JllINTL Y OWNED P1WI'ERTY
INSTRUCTIONS: This schedule Illlls1 disclllse all prope,ll', ,ealalld persllo"i, nWlIed h\' the decedenl ioinll\' with
anolher or 1I1hers, includillg inlan~ihles. standing in Ihe nllllle nf Ihe deccdenlll"" n,hers. Lisl real estale Iirsl, as
entirclies, ur jninllenunls, giving hrier desnip'inn, as indicaled under Schedllle ""," plus Ihe da,e and place uf
recnrd of instrumenl erfecling \'eslilll,e, hili dnnnl inclllde ell lire lies 1If nlll of slale relll es'ate vallie in cslate
valulltilln elllll"'". Pcrsnnlll prnperll' shnllld he lisled as in Schedllle .'11," pills ,laic nf acquisilinn, lInd Ihe name,
addrcl'il'i and relationship (if any) of co_owners to the decedent.
\
I
\
\
\
\
\
Description of Propcrty, Once of I\cquisitiun. Namc
AdJress nnd Rclacionship uf Co-Owners, and Place
of Record of InstrumenC, wherc Real Estate.
Unil
Vullle
l'cn:entilgc
Share
EstaCc
"nluation
DEPARTMENT VALUATION
(OI'I'ICIAL USIl ONLY)
Value of
Entire
Property
Value of
Decedent's
Interest
None
\
\
Insert chis total opposite uJltintly Owned Property," Schedule "Eu
in the "As Reported" column on the last page of thi:; return.
II! IJnU
.-UgfC
hEV-484 EX-+- (J.80)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
File Number
21-80-0055
Estate Nome
Ella S. Shoeman
Dote 01 Death
1/18/80
Social Seeurity Number ---- ,---
REPORT OF INHERITANCE TAX APPRAISER
I, the unde..igned duly appointed Inhoritance Tax Appraiser in and far the County af Cumberland
Pennsylvania, do respecdully report that I have appraised the real and personal property os reported in the foregoing
rettlm at the vaJu~5 set forth opposite each item in the lost column to the right in Schedules "AU, liB", "C", and "EIf
Dated:
April 10, 1980
.,,&'" If" I;
"~-'fld./" ..r'J't})(..
INHERITANce TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT CODE
TOTAL GROSS ASSETS
$ l\one 00+
34,385. 73 10+
None 20+
None 130+
31',385. 73
---~-
40-
92+
Real Property (Schedule A)
Personal Property (Schedul. B)
Jolnt.Held Prooerty (Schedule E)
Tronsfors (Schedulo C)
93-
Loss D.bts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
FOR USE OF REGISTER QNL Y
Tax on $
CODE
PRINCIPLE VALUE CODE
I
COMPUTATION OF TAX
S
S
S
S
S
Valuation of Ilf. ostatos or
annuities. . . . . . . . . . . . . .
!!ill
FACTOR
6%
Tax on $
15%
Tax on $
Tax on S
Tax on S
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BAl.ANCE
TO
S
S
S
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
~ CREDIT
s
+ S
S
=
$
+
=
INTEREST FROM
BALANCE DUE
BALANCE
TO
S
S
S
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. O. BOX 2970
HARRISBURG
17105
IN YOUR REPL.V PLEASE
Rf;,ren TO
Investigation Division
Il~V.518 (3.791
NOTICE OF FILING OF APPRAISEMENT
William S. Sanford
301 }~rket Street
LelllOyne, FA 17043
(Executor or Administrator)
In Re: Estate;lf
Ella S. Shocrnan
Cumberland
County - File No, 21-80-0055
Dear Mr. Sanford:
You are hereby notified that the orip;inal
appraisement in the estate of Ella S. Shoeman
has been filed in the office of the Register of Wills of, Cumberland
County on April 10 , 19 80. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
llone
$34,385.73
I\one
1lone
$34,385.73
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurred prior to December 22,1965) from date of death, interest at the rate of six
(6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961,72 P, S. 2485-1001, P. L. 373,
Date _!Porn 10. 1980
Signed ~.J...,'n I ';fi'/^IJ,..'/./
Title Chief Appraiser
NOTE: This is not a bill.
RlW-457 (1-801
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANeE TAX
RESIDENT DECEDENT
INHERITANCE TAX
APPRAISEMENT
~,~'.
~
Estate of
Ella S. Shoel!lD.n
File No, 21-80-0055
County
Cumberland
Date of Death 1/18/80
In the event that any future interest in this estate is transferred in possession or enjoVr.1ont to collataral hei..., of the decedent after the expiration of any
estate for life or for years, the Commonwealth hereby expressl':' rcservftS the right to appraise I'nd asscss trer.s;"r inheritance taxes at the lawful collateral rate
on any such future interost.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
T. TOTAL REAL PROPERTY - SCHEDULE "A" , ,
2, TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3. TOTAL TRANSFERS - SCHEDULE "C" , , . ,
4. TOTALJOINTLY OWNED PROPERTY -SCHEDULE "E"
none
34,385.73
None-
!lone
TOTAL REPORTED PROPERTY
34,385.73
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
!lone
TOTAL GROSS ASSETS
34,385.73
LIFE ESTATE OR ANNUITY CALCULATION
I do hereby certify that the above appraisement is made in conformity witb Pennsylvania law and has been filed this day
with the Register of Wills.
,/?i",.,J(J ,;;I?/,.j,,'I(,(J,J
APPRAISER
1,110/80
I
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COMMONWEALTH Of PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
\'J.S. sanford, Trust lJl'fiecr, Dauphin IlcI'ouit .lk '" Tr"ut t.:o.
------ ---------- - . ----- - --- -- ---.- ---- --------------- --- - ---------
being duly --5-1'&j~ll------------ according to law, do poses and says that ho ____---i.s.....---.. ---
lJxe.eu.t-Q L __ __ of the Estate of _..lJll.a....5-..-Sl1llJlliill n
l..cmoyn c
~....,.......\"..-y"""'\
Uaupl1ill l)cposit llatlk & Trust Co.
'lti&!~~V tJ4~~
Encutor . ~d retor
'i:o
301 j.,;:trkct.2h-
LeMoy ne, Va. 17043
.----
Addr."
Date 01 Death .__.1_~1J!...---:
Day
Ja.:u~
Month
19<>0
Year
INSTRUCTIONS
t. An inventory must be Iiled within three months alter appointment 01 personal representative.
2. A supplement inventory must be liled within thirty days of discovery of additional assets.
3, Additional sheets may b. attached as to personalty or realty
4. See Article IV, Fiduciaries Act 01 1949.
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0.. -0
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0 0
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0 E -0
- ~ 0
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'L
I
sst
w. S. Sunford, Trus~__01'fi;:. or L_D!:.U-r>~~1.1. Deposi t Bun}:, i.: Trust COI1)1any
being duly ~orn _ according to law, deposes and says th.,t ne
Exocutor ___--- of tho Estate of Ella S. Shocmc.n
late of _ _ _____Lem.oyne- ' Cumberland County, Pa" deceased and that the
within is an inventory mado by __---.-1\il1----- - ' the said Exdcutor
of the entire estate of said decedent, consisting of all the personal property and raal OItato, except re..1 e"ato outside
the Commonwealth of Ponnsylvania, and that the figuros apposite each item of the Inventory represenl it's fair value
os of the dote of decedont's death. Dnuphin Dc!,osi t Bc.nl: i.: 7rust COl,'p"ny
.;If' U~M
Efc.!.r'l ~~~
~l."""""\'....v-\
and subscribed before me,
19
y-a
301 Hnrket Street
c;^ 1\:".Jl.. ,J I
CJ : -. -.:;;; PUBIJG.~ "tS"
My COlU""..Ion uplr.' Dee, 3\, \911L
La:n'Jy:lej ~c.. ~':':J.wOJ::h:ld COUJ.l:'f
Le!!loync, FA
1700
Address
Dote of Death
18th
Ooy
January
Month
1980
v..,
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must b. filed within thirty days of discovery of additional a..ets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949,
-- -,
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ABEl/DED
Invontory of tho roal and porsonal odato of
Ella S. Shoeman
do coo sod,
Personalty
Prudential Insurance Company of America policy #081 039 on life of
Ella S. Shoeman
811 32
s
I
.~-... -- ~~ -- ~ -. _ -- "'-'"'- --- ~ - -...........=---
\1I~i~~,~~81i,:" COMMONWEALTH OF PENNSYLVANIA
a~O.tJ06302&' OEPARTMENT OF REVENUE
~~{>-,,:~\ i: _.' ,OFFICIAL-RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
W"-' ')k";"',' ',::
,'9 RECEIVED
It
a From,
If-"
, \ddross
t .
ft File No.
~..-".,""'7~;.~-, '
'-;,' J. ~.,
J . ..'."
, .:' ,;-";:::;;~1
_____________-'1'HIR'J.'Y-I'IVB HUII1DRBD SBVD'fY-TIIO " 50 lOo---------~rs
representing Pennsylvonia Inheritance or
Trust CQDpany EIlolo TOK due Irom Ihe fallowing .slole,
Dallphin Depoll1t Bank "
301 MUut st~eet
2i/t TOl( on
s
s
IAa:)yM,
Pa.
17043
6'1'.: Tax on
\
s
21-80-55
Dole of Dooth 1-18-1980
I 5 Iii Tax on
\
s
Name of Decedent
ILLA S. SJiODWl
'7c. Tax on S
Estate 1m, Act of
May 7, 1927
s
Dole of ?oymenl
Apd1 18, 1980
Counly
cUIIbe~lan4
TOTAL TAX CREDIT
less five percenturn of lax if
paid withi n three months ofler
dolo of death
Plus interest at the role of
_7c:from
10
\
3.760.52
Remarks:
5
188.02
-PAID O. ACCOmrr-
5
'IT 00 ~ [P[L~ @& 'IT~
SEA l
TOTAL AMOUNT PAID S 3,572.50
~~
Raqiater of willa
(Title)
NOTE: Thl. Triplicate Receipt to be retained for audit purposes,
Received by
NOTE: In aCt.pling th. tronlf.r Inn.ritanc. lOll on future .,talol. prior 10 Ino dealn 01 th. hilt
lenant or I.nanl for y.on. 01 o...idonced by 11'111 retelpl, il I, underilood thaI tho Commonweollh ,hall
nol be pr.cluded or pr.....nl.d from h.reoll'lf oueuing additional Inhoritance lax ollno deoln of th.
III. lenonl or I.nonl lor y.ar' wnon.....r II oppeorl thai IUth addilionallox may b. legally due and
coll.tlibl. for any realon whahae..or.
---------------------_._------------------~~
OH ICE OF THE
REGISTER OF WILLS
~ i- g"Q-5,:.
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IH "
'7;j
THE SUM OF $ ,/CJ.. y.q --'
._. EA,T~ APPROVED ~~I""..::! D ltic!
\ \j(N C..-+' (\ ~ .K'~
'REGI TEn OF WILLS. AOEt;;\\-'-
REV.." (8.781
OF CI11lthpr1 nnc1 COUNTY
AND AGEHT OF THE COMMONWEAL TH
. ~ - ,
--
1 -
DATE NO, OF UAME OF PA YEE REMARKS AMOUNT
VOUCHER
-
lJE13l'S
l-o::uaunJ. ty L~IlY31.Cl.allS ---:;-:> -0'0
Messiah Village ilalallce o\'dn~ '101 00
llcnna. lJeot of 1(evenUC 1979 Iacoue Tax 13 50
- ...l1<'- -, 01, ViI! ,,,,,, B::lance o,...inrr 29 00
Keystone Vortab1e 160 00
llnLy So; ri ,. 1.ln,'" +,1 7r,? nn
l>lussellilan FUlleral Hone Burial ll:-::pcnsc 2517 05
-
AlliHNISTIU\TIU:, EX1JllNSJ3.
R~l!li:"ter of \;i11s Letters 27 OQ.
I 'to..' .~~~ ~~ ;,'.1 , ~ ,.; ,; n~ ,,"~I' Tn"
Debts, su!)pleInental ltCC
, - - ,~ . '-A nn
j,'yers ,dyers ,l'lo\':er & John ion Lcgal Serviees 1759 35
lJauphill Deposit ok 1.: Tr C, Executor Cor.ltais sion 1759 85
Notary Pees 4 50
Gingrich ;,iCI110rials lnse ription on Gr ~n' e i.larkel 32 00
Total :;; 7..24Q 75
--
------ -- -
___j~~~-~== --~-o- -- --
- -
ESTATE OF Ella S. ShOCI,l""
LATE OF
Le\IO~'n("
DATE OF FILING APPRAISEMENT 1\IH lU
i (j;~i.'1 DATE (JF DEATH Ji.Llluarv 18 lQrO
COMtl.OKWEAL TH OF PENNSYLVANIA I
I SS,
COUNTY OF -Culllb.c.d;UHl 1
. . !Jank and Trust Co.
I, ~I S Sanford, Trust llirieer, l);\uphin llcposit HEREBY CERTIFY, -,HAT TO THE BEST OF
MY K,wwLEDGE AND BELIEF, THE FOREGOING IS A JIlST AtlD TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AtlD
EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF
DECEASED, AS DEDtlCTIONS FOR INHERITANCE TAX PURPOSES~~~
_ _ ,,,,{ (L,S.)
SWORN AND SUBSCRIBED BEFORE ME THIS q_ t~, DAY OF ""'\::
~;::i;--,,- .~ 19~
. NOT:,l1? p~ (:S
:.h' ..omnu"li~cn upire!i Dlle. 21. 19BL
...moyno, Po. Cumberland CouDI1
RCC-33 {4_73\
AI,~ENDED
COMMO:-lIIEALTII OF I'ENNSYL VANIA
I>EI'ARnIENT OF REVENlIE
BUREAU OF COllNTY COLLECTIONS
- 'I j. /
, I
*
.... .
RESIDE~T DECEDENT
COUNTY OF CUHbEHLAllD
IMPORTANT,
T111~ n'turlllllust hc CIIlllplt-ted III dl'lllillllld fiktl ill duplicute. wilh ullllttuehcll. \\'l1h the Ih'p,islcr uf Wills of the
('UlIlIly \\hen' dccl'.lcnlleSlllt'l1. Return IS lInc \\ithm nine month'i ,tfler L1i1lc III lll-uth. unlc!'ls Ull extcnsion is gr"ntctl
hy till' St'..:h.'lary of Rt'\tCllUC, IS".,tioI\7Il,l of IIIl' Inht'litlll1l'e nnu Estutc Till(. Acl ullfJ61..
----
---
t f Cumberl:;.nd
Lo e 0 ________... ----.~. .--...
--}
_______ County
AI)\l1:'\ISTR,\TOn
1\1=FII),\\,I,. OF
I~ '1'111' \IATTEll OF Till' ESTATE OF
Ell:;. S. Shoeman
EXE<TTOI\
..----I-::T.~T"i:--FL'~Mi-;;r- r F (: FOEN"1 ,
St.tu.1 J_ennsyl V(lll.~~______}
55:
C.unty .1 CUE1.be.!"!._~nj____--_
W. S. Sanford, Trust Officer, Dauphin Dopoci t Bank <.: Truct Co. E.eculor
\I ' , ------ -------------
, ,lllllll..tmhlr of the c~lale o( ,h.. above.nomed dcccd"n' beln; duly sworn. depou ond soy
Uecctlcllt dil'd Janunr:r
'MOo/TI1)
Nome and Qrldf('~' 01 ottcfn.,., or }
olher au,hori:.ed r(!pre~en'oli".. ltl whom
all coue'ipondencll ,he'oI,: ' :.
18
, IIJ~{testolo leaving 0101' will, copy of which It horolo ottached.}
(y EAR) 'MU]illi:
[nfo yi
.J:lye::-s. J.l~rers, Flo~ler &. Johnson
301 Ha::-ket Street, Lemo~rne, PA
17043
That <IS such. E:"e_~_utor Lleponcl1t is familiar with the affairs of sa ill estate anLl the Inollert)' constilUting
, ~. XE...:'.J TO R-ADMINI !;TRA -:-OR)
the .I~sch Ihereol .\lId tlu.:ir f;.Jir market value.
That at the time of Lleath there was 1111 safe Lleflosit hux registereLl in uecedent's indi\'iLlual name, or jointly with, or
as agent or JCl1uty (If another, Ill" in decedent's individual name, with right of access by another as agent or deputy, with the
excclltiul1 (If the following: -
NAME At;D AnDRESS OF ~"'~;K OR OTHER INSTITUTION
IN WH~CH OECECF~~TED ,... S~FE OEPOSI T BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELA. TIONSHIP 0 F JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes arc itemized under Schcdules
with the ~xcepti(Jnuf the following, ror the reasons hereinafter set forth:
of this return,
That Schedule A auached hereto and made part hereof sets forth fully and in detail all the rcal property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage enctlmbmllces 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 book and page of record thereof. It also scts rortlt in the
columns pruvided therefore the assessed valuation of each of said parcels, the cstimated market value thereof
.IS of date of death of decedeJlt.
That Schedule B altacheu hereto ami made part hereof sets forth ful1~' and in detail all personal property
\\'her..:sov~r siltmted 1l\\l1ed by thc deccdcnt at the time of death: all moneys left by the decedent at th~ time of
de.nil, \\IH:ther in deccdent's immediate possession, standing to decedcnt's credit in banks of dCflosit, savings
h;lOks, lrust cnl~lpanil:s. or ulhcr institutions, whether individually, or in trust for any other person or persons
giving also sep<lrately the accrued interest thcrclIn, if .my, down to the last interest day prior 10 decedent's
lLeath in the case Ill' sa\'ings hanks. ami to tilt: date of decedent's death in all other cases; all bonds, postal
:-;avings. treasury ccrtificatcs or nolcs and other evidence of indebtedness of tlte Unitl:d States to the de..
ced:.:nl; all (lhlig~l!illl\s. whclhcr hy :-;!atu(c Ilr agreement they :Ire designateu as tax frec, of the United States,
or any stale.:. or political suhdivision thereof. or of ;lilY foreign country, which are. ow~ed at the time of death;
.al: "I..'";lI~ 'IPi'<iH.;i,ic\\l;il~, :'Oil\CI\\illl:, piduft.'S, hotlks. works of art, household furfliture, horses, carriages,
automohiles. hoats. and any ilntl all (ltll'.:r pe.:r~tlllal chattcb (If whatsoever. kind or-..ti:itur,e, left by decedent,
together with the fairly e.:stim:lted market valu<.: thcre.:ot'; all honds and mortgages held 'by dccedent ;:tlld of all
claims dlle anJ owing deccdcnt at the timc of dealh. and all promissory notes or other instruments in writing
for till: paYl11i.:nL or \110IH:Y or which dcceJel1t died IHJSsessed. of whatsoc\'cr nature, with interest thcreun, if
any, giving the fat:c valuc and c~tin1ah:d fair market v;lIue thercnf, and if such estimated fair market value be
less than the fi1l:c valut', il se.:h forth briefly the reasons for such depreciation as to each hem; all moneys
paY;'lhle to the estate from lift.: insurance IloliL'ies carried by deccucllt: :Ill annuity and endowment contracts
the proce\:cls of whkh \\'1" 'layahle l!pOIl the dcath of the decedent; all and lhe corporate stocks and dividends
due thereon ilnd unpaid as ',f l!..~ dale HI' dC~llh. hllllds and accrued intcrest thereon tll the dale or dcccdent'f
de.llh ilnd other il1\l'sl:ncnt :':'.:'" flwned hy the decedent OIl the time of death, ,\'ith the market value there..
of :It such timc,
. .
In thl.! casc of securities of close or rnrnll)' corpoflltlons, the \'1l1\lHS r"(!port.ec1 /tft' ns far us
I'o~fllblc 8ubSlnntlnlCc1 by t'll1oncll\1 slntemlmls or tltt) corllorutlolls, showing 1I\f~ nssl!ts Ilwl 11llhil1t.tcs
lh~rcor liS or the c1Rte of death. The schedule /lIRO flOUt forth t.he IllterllSt. nt' Ih~(:I!IIt~ut nt. the time of
deftth In 8.n~' cO-l'flrtncrshlp or buslnl'!is, and In support of' the "ullw uf such Inlerest. U\flrp Is IInnexcd to
sftlll schc(hllc, finn"ctal statements "howlnK thelissets Ilnrlllnhllltll!s of' snte' co-(.url.tll~rshtJl or ~111slnp.ss.
A cop~' of th(O co-pnrtnership agrt!emcnt, (t r oral, II st,Rtemp.nt sct.tlnA forth t1w nnlllr.. 01' l)i(! tll.;ref~ment)
together with II. stnlCm(H\l sctt.ll1~ forth the Ch81'scler of lhl! hustnl'ss, Its IOl'!lUnn, IIIHl sueh other "ucts
pt.'rtulntns;: to the business us mil)' he perlllv!Ot to n ('air unll just "I'prll(snl of' Lilt' Ih~fll~ctonl's inLI!rl!sl.
therein flnl'itl~suhmtlt,..ct. It should also set forth in itemlzeli form, t.f)W!t.h~r with lht~ "utr mnrkl"!t \'nhle
thereof, Rn~' other propart)' owned 01" bequeathen b)' t.he ctec~lienl lit the time of' (ll!nt.h.
The S("~dule C attached he'reto nncl mude purt hereof sets forth u t.rlll! nrv,,,,"er t.o cuch inquiry
contnlned ther~in and in the rase 0(' trtl.nsfers of property, real or personnl, within t'I\'O rears of decmhmt's
death, in contemplation of clecedent' 5 cleath, or intended to tllke p.rfect In possession or lmjoyment at or
after death, said schedule sets forth the nature nnd value of such pr()lH~rt)', t.o \II'hom transferred, the
relationship of the transferees to the decedent, the proportionate shore receiverl h~' ench transferee nnd
all other fncts of a pertinent nature regarrtinK sllid trnnsfers. In the CI\Sf~ of' Lrnnsfcrs intenderl to
take effect in possession or enJo)'1TIent at or nt'ter r1Cflth, there 1s KIso ItttlJchotl II) the schedule 11 COllY
of the deed, trust agreement or other instrument creating the trust. Ther.~ Is also set forth in said
schedule a list of all propert)', real and personal, with 1ts vulue, which po~s('s Ilt decedent's cleath b~'
virtue of the exercise by decedent, either indiv1dul111}', orjointly with flnother, or 1111;\' )lower ot' 8ppoint-
ment vested in decedent, either individually or jolntl~', u)'the will, deed, or other inst.rument of anot.her,
with a copy of the instrume...t creating such power attached to the schedule.
That S(h~dule 0 atta.ched hereto nnd made part hereof sets forth Uu~ nRmes nnd addresses of nIl
persons beneficially interested in thiS estate at the time of decedent's dent.h, the Ilul.llre of t1ll?ir res-
pecti\'e interests, their relationship, if any, to the decedent, tO~f!ther wi th the IlJ~cs at the time of
decedent's death of all minors, annuitants and beneficiaries for life HlHter rtecetlent.'s W111. It nlso
contains a statement showing which of the beneficiaries IIllmell in the deceflent's wtll, if nny, (lied prior
to decedent, the dates of their death, their issue, tUHI the relntlonshlp of such Issue to th~ bener1cinry.
That S.:/1edule E attached hereto and mnrte a pnrt hereof sets forth nll lJropert~'t relll nn.i per-
sonal, owned by the decedent jointly with another or others, including int.llnp;tble, stnndiug in the name
of the decedent and others, plus the date nnd place of recorfl of instruments eff'ecttng the vestiture of
real estate nnd the date of acquisition of personn1t)', pIllS the name, Illldress and relntionship, if any,
of co-owners to the decedent.
That S(/1edu/~ F attached hereto nnd made n part hereof sets forth fllll~~ und in cletuLl nIl debts
and deductions claimed for anr1. on behalf of this decedent.'s estute, including funeral expenses pn.id;
family exel1lJltlan, where applicable; costs of ndmlnistration of this estate; cOlln.c] fees and fudlclory's
conunissions paid or to be paid; cost expended for burial trusts, tombstones or gravp.mRrkers, and reli-
gious servloes, In consequence of the death of tho dececlent; debts ond ol nlms owln~ nnd unpolll nt time of
death; taxes accrued chargeable {'or period prior to decedent's denth (except those nllo.....ed under Section
651 of the Inheritance and Estate Tax Act) j together with fi statement of col1l1ternl 1'1 ellgl!rl for obliga-
tions, if any. It is agreed that the fiduciary will present proof of suirl claimed ohl tl!;ations upon re-
quest, thnt if the amount nctll"lly p"ld In settlement of ony fee, commission or debt Is less thau the
estimated amount claiming and n110wed, that the some will be reportcd to the Hegistcr of Wills, find that
the amount of tax nssesserl cnn be reassessed In accorrlunce therewi tho
That t.he totals of the appropriate columns 1n Schedules IIA.", "n", "e", "E", nnd "F" fiS directed therein,
have been carried forwnrd and propf?:"ly regi~tered in the Summary.
Dnupl1in Deposit Bank & T~ust Company
Subscribed and sworn to before me this ..............................-.' ~ I
.....,._......_,2_L.~-..., day of ....,~..,...19.....K,~::1'/,(~~~~-:;;;;;;;;t;:r...'.......,.,......_.-.......-..
......_....,_...."a"k'-1,~",.,.,-'" .,,~:.:;'" .~,g,J".._,I::::,J:,};.,9.,:t......e.!"r...9..9.,:t_.."...........,..,..--........,......-.-,---,.
NOTM'! PUBLIcS-.) ~ (Street Numbl!T)
My Comml.sion Espl'.' Doo, 21,1981 ,L_e~,".::'I1..'.',l..X~.. ..............~..7.gA}.....,-,.., .,-,...........-...........
L,moya., Pa. Cumbe:1anci Counc1 (City CYr' Town and State)
NOTE: Before signing nffldnvlt. mnke ~llre nIl hlnnk SpIlCI~S in UtC nl'flllnvtt nlll! schclhlles nnnexell ure
filled in with detu.Hs or the word "Sonell, nnd in case lht' Ilsset.s IIlc11lllc rure !l11f1 IIn1 tsterl secllriti~s,
securitJes or close or rnmi1~' corporntlons or IlIl interest in nn~' co-purtlle:-shlp or 11l1sJncss, thnt the
datn nnd statements re'luirerlllnder the pnrugrllph nllove rel/llllll!; 1.0 Schf~d111e "B" nrn !lunched. '\lsn mnke
certnin that column #1 In the "Sunvnnr:y" hns heen propf!rly completl'!d ns Ilh(l\'c-fllrecll!ll.
AHENDED
.
. ... RE~4" te-nl
COMMOt-lWEAL TH OF PEt-It-ISYLVAHIA
TRAt-ISFER It-IHERITAt-ICE TAX
SCHEDULE "8"
PERSONAL PRDPERTY
RESIOEt-IT OECEOEt-IT
INSTlWCTIONS: This Sohedule must disclnse ulllungible and intungible personal properlY ,,,,'ned individually by lhe
deeedenl, al the time nf his death, ProperlY nwned by Ihe decedent jointly with IInnther or nlhers must be listed
under Sohedule "E", Intangible pcrsonalprnperlY, tilled inlhe nllme of the decedent, but payable al death In annther
'" nlhers, including bnlnnt limi ted III P,O.Il, U.S, Savings Bonds and tenlative trusl accnunls, mnsl he listed, despite
the fact lhut they arc nut of the administered estate.
Tangible personal properl)' should be listcd first (c.g. jewelry, wearing apparel, huusehold Bumls. :Inu
furnishings, btXlks, paintings, auwmuhilcs. buats, clC.)
Intungible personal property. such as honds, treasury certificates, cash on hnnd and in bank, stucks,
m"'lgllges, lIotes, tngelher with lIecrued inlerest or dividends, salaries or wages, insnrunce p"yable In Ihe eslate or
fiduciary in said capncity, partnership interests, interest in any undistributed estate of Uf incnmc frum IIltY property
held in I",SI under Ihe wi\lnr agreemenlnf annlher, even thnugh located oulside nf Ihe Stllte, at lhe time of deulh,
shouhl be listed in, this SdlCdulc.
,-.--
DEP,\RTMI':NT
VALUATION
(Do nol write in
lhis space)
Ilem
No.
\1EM
List and describe fnlly
UNIT
VALUE
ESTIMATED
MARKET
VALUE
1 .
Prudential Insurance Conpany of Aneriea
Policy #081 039 en life of Ella S.
Shoernan
811. ),
Insert lhis lolal ol1posite "Personal Property", Schedule uB" in
the "As Reporled" column on the last page of lhis return.
xx
I/,f/I.J,/U
4
REV-484 EX" (3.801
INHERITANCE TAX SUMMARY SHEET
SUPl'LEtIENTAL (BUREAU USE ONLY)
?1-80...JlO.s.s
Ella S. Sh!leman
File Number
Estate Nome
Dote of Death
1/18/80
Social Seeurity N"mber . --- ---
REPORT OF INHERITANCE TAX APPRAISER
I, the unde..igned duly appointed Inheritance Tax Apprai.e, in and for tho County of
Pennsylvonlo, do r<lspoctlully report that I have opprai.od tho roal and porsonal property as reporte in t e aregoing
return at the values set forth opposite oach item in the last corumn to tho right in Schedules "A", I~B", "e", end HE"
Dated:
Hay 8. 1980
AI/MiA) .!Pf^JA~l)
INHERlTANCL: TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
ADJUSTMENTS
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
92+
Real Property (Schedule A)
Penonal Property (Schedule 8)
Jolnr.Held Property (Schedule E)
Transfer. (Schedule C)
S 00+
811 32 10+
None 3>+
30+
8.1-1- -32---
40-
93-
TOTAL GROSS ASSETS
Le.. D.bts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life utates or
annuities. . . . . . . I . . . . . .
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR lJSE OF REGISTER ONLY
T ox on $
CODE
COMPUTATION OF TAX
S
S
S
$
6%
Tax on $
15%
Tox on $
Tax on $
Tox on S
--.-
s
Exemptions
Total Estate
$
5
5
TOTAL TAX
INTEREST FROM
BALANCE
TO
Less Credits
DATE OF PAYMENT
INTEREST
TAX CREDIT
AMOUNT PAID
DISCOUNT
S
+ S
S
$
=
+
=
INTEREST FROM
BALANCE DUE
BALANCE
TO
5
S
S
REV-5)8 (3.79)
COMMONWEALTH OF PENNSYI.VANIA
DEPARTMENT OF REVENUE
BURCAU OF FielD OPEHI\lltJ~S
P. O. BOX 1970
UARRI5BURG
n10!)
IN YOUR REPl.Y PLEASE
REFER TO
Investigation Division
-*
NOTICE OF FILING OF APPRAISEMENT
William S. Sanford
301 Market Street
I ","nyn". PA l7n4<\
(Executor or Administratorl
In Re: Estate of
Ella S. Shoeman
Cumbe r1 and
County - File No. 21-80-0055
Dear Hr. Sanford:
You are hereby notified that the supplell!ent~L.
appraisement in the estate of Fll il So Shnpmiln
has been filed in the office of the Register of Wills of Cllm hp r 1 il n"
County on f.1 ilY R ' 19.80...: Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
~\lor:t9
Al 1 ~?
fJnnn
NQnn
Illl <\?
As to sueh tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurred prior to December 22, 1965) from date of death, interest at the rate of six
(6'10) percent per annum is charged,
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P, S. 2485.1001. P, L 373.
Date
I.lilv 8, 19RO
Signed
__j!J}'J,/>t,'-7 J /I?/~J1.JJ() J
Title Chip' ^pprilispr
NOTE: This is not a bill.
.REV.457 (l.BO)
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DEeEDENT SUl'l'LENElITAL
INHERITANCE TAX
APPRAISEMENT
*
Estate of
Ell a S. Shoeman
File No,
?l_nn_nnr;r;
CountY
Cumberland
Date of Death , /1 R I !1n
In the evtnt that any future Interest In thl. eatatell trBn Brred In pOlSOlSlon or enjoyment to collateral he not · eee ent 8 ter t . up rat on 0 any
estata for life or for ylNlrI, the Commonwealth hereby expressly reservet lhe right to appralso and auW traNfer Inherllance tax81 at the lawful collateral rate
on any luch futuro Interest.
PROPERTY REPORTED BY THE ESTATE
DEPARTMENT'S
APPRAISED VALUE
1. TOTAL REAL PROPE:RTY - SCHEDULE "A" . .
2. TOTAL PERSONAL PROPERTY - SCHEDULE "B"
3, TOTAL TRANSFERS - SCHEDULE "C" . . . .
4. TOTALJOINTL Y OWNED PROPERTY - SCHEDULE "E"
TOTAL REPORTED PROPERTY
811.32
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
TOTAL UNREPORTED PROPERTY
None
TOTAL GROSS ASSETS
811.32
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.
.Iii" . 'df'1' , )
,~."I J .II tl"'),IJ I,j
APPRAISER
5/8/80
DATE
.~
In
~
\ ~ ~ ~
\(}) ~ <: ~ -c
\~) ~
~ :>
l-
Iol OJ
\J Vl .0 <:l'
;J E 0\
~ ~ :: 0 N In
U ~
~ - Z
~ 0 ci
-
1>0 ~ 1>0
'es 1>0 e z e ci
9- 1>0 f0-
e Vl >< z :z:
In Vl Iol
Iol \:l fo- ~ Iol Iol
.. ~ 5 u ~ Z
~ ci 0 e ~ :i
:j ci :z: !i; ~ 8 0 ""
;z: Iol
-
~
INFORMATION
To insure proper credit to your account, the "now of tho estate and file number should be clearly print-
ed on tho check or money order.
This assessment is made in accordance with Section 708 01 the lnherllanco and Estate Tax Act of
1961 (72 P,S, 9 2485.7081,
'"0 the extent that inheritance tax is paid within threo (3) months alter the death of the decedeM. a
discount of five (5) percent is allowed (72 P.S. 9 2485-716j.
Inheritance Tax. other than tax on a future mIcros," is duc at the dah.! of the decedent's death and I,ccomes
delinquent at the expiration at nine (9) months aher the decedent's death (72 P.S. 9 2485-71'). Ir.heritancc
Tax on a future interest is payable within three (3) months after the transfer takes effect i:' ;:~,"session and
enjoyment and is delinquent thereafter (72 P.S. ~ 2485.712). Calculate interest frorn 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 10 months ,050
2 months .010 5 months ,025 8 months ,040 11 months ,055
3 months ,015 5 months ,030 9 months ,045 12 months ,060
1 days .00017 1 I 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 15 days .00250 25 day. ,00420
6 days .00101 16 days .00267 26 day. ,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 day. .00335 30 days ,00500
------------- -------- --- -- -- -- --- -- - - - --- -- ---- --- - - - -- --------~ -----.
Any party in interest, including the Commonwealth and thc personal representative. not satisfied with
the assessment may object thereto within sixty (50) days after rcceipt of this Notice as provided by Section
1001 of the Inheri.ance and Estate Tax At. of 1961 (72 p,s, 9 2485.1001),
Make eheck 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:
TO: \tJ ~ } v.v, fl.., 1 / 1I.v;J- AJJ \) (t,
:t .J' I~ ~;'
l\,..\r'''hf'^"" J~;\&^-~,'t 1';-[..,)1 \, \:, >,-, L{;
ii, .::?::> U! ~().rV!...j, 1*-
l.i ~_.,
. -;:/'4;-'''''~ '~Kl-9- '\\ 0-.. II \) li~,
Appraised Value ol"'Estate:
Real Estate
,J ! - 7 I)
r~
.- ....;,,-.)
DATE
'''',...., Iv A t-:i {) ,(/\;,.
(0. ~:: _~LL< '
('VI-.
ESTATE
FILE NO,
.,
~. !
I~(). .>5
COUNTY
( i~ ~
.'. ~"r .Y', .;~.j ./,,-: \
DATE OF DEATH
~\
;...'ttj,...
c_,
f-
10 ':-u
s
Personal Property
:1LI. ~~ ?"~. . '13 I
+ '<,r / ;' 1 C""'" "I VI
Jointly Held PropertylTransfers
+ .----.
$ 3"i I Cj' '7, oS'
'7 c; /lC, r.,,;.
Total Gross Estate
Total Approved Oeductions
Clear Value of Estate
$ ;i '/ (111- "J . ?-U
/I
less: Approved Charitable Exemptions
$ ::;) ') (1 Ii/I 3 C)
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rate
s
tax due
s
Amount Taxeble @ 15% Rate
d 'I C, UJ) ," iJ
-
tax due
1../--1 tj'~ ,I U
s l/-I 0,;;;,11)
TOTAL PENNSYL',ANIA INHERITANCE TAX DUE
* ... ... ... ... '* A five percent discount totaling $
will be grantod if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
V. _I (' - f ()
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
-'7/ /",,'
S -"" t>O.. -.,
S .:< ~'7 d <;'J + S I f i' .J;;'
S
=
+
=
+
=
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment, Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
s
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Assessedby:- --h~'u" 1/ C (3'~:1, ,', J ^,
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INFORMATION
To insure proper credit to your account, the name of the ('stato and f.le number should be clearly p'mt.
cd on the check or money order.
This assessment is made in accordance wIth Section 708 of the Inheritance and Esune T.lX Act of
1961 172 P.S. !i 2485-7081.
To the extent that inheritance lax is paid within ,luoe (3) montns after the death of the decedent, a
discount 01 five (5) percent is allowed (72 P.S, 9 2485-7161,
Inheritance Tax. other thalt lax on a future inter~st. is due at the date of tho decedent's death and becomes
delinquent al Ihe expiration 01 nine (91 months elte, the decedent's death (72 P,S. 9 2485-7111. Inheritence
Tax on a fulure interest is payable within three (3) months alter the transfer lakes effect in possession and
enjoyment and is delinquent Iher.alter 172 P.S. !i 2485.712). Calculate interest Iram Ihe 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 10 months .050
2 months .010 5 months .025 8 months ,040 11 months ,055
3 months ,015 6 months .030 9 months .045 12 months .060
1 day. .00017 11 days .00186 21 day. .00352
2 days .00034 12 days .00203 22 days .00369
3 day. ,00051 13 days ,00220 23 day. .00386
4 days ,00068 t 4 days .00237 24 days .00403
5 days .00085 15 days ,00250 25 days .00420
6 days .0010t 16 days .00267 26 days .00437
7days .001t8 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 interest, including the Commonwealth and the personal representative, not satisfied with
the assassment may object thereto within sixty (601 days after receipt of this NOlice as provided by Section
1001 of the Inheritance and Estate Tax AC1 of 1961 (72 P.S, 9 2485.1001),
Make cheek or money order payable to:
"Register of Wills. Agent"
Mail to the address listed below:
-
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2 w. BiClh f' er..t
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17013
271 Tax on
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s
6% To)(, on
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s
15(k Tax on
s
s
n-8~5.
Dote 01 Death
l-lB-lgllO
s
I
May 20. 1980
Nome of Decedent
'In.T.r.. a. sunwuabl
County
cntllll\arlan4
Remarks:
"PAID I!I FULL"
'U'oo ~ \? [L~ @&'U'rn
SEA L
NOTE: This Triplicate Receipt to be retained lor .udrt purpose.,
'k Tax on S
Estate T OK, Act of
May 7, 1927
s
TOTAL TAX CREDIT
less five per centum of lax if
paid within three months after
dale of death
Plus interest 01 the role of
_%from
10
s
4"1.C7
s
s
TOTAL AMOUNT PAID
s
431.57
Received by
NOTE: In ateepling the Iro",lor inheri1onco lOx on future utol.s, prior 10 the dealh 01 the lile
lenonl or 'anonl for yeon, 01 evidenced bV this u,eipl, it is undenlood Ihollne Commonwealth sholl
not b. precluded or preventod from her.oher oueuing oddil1onol inheritance lOll ollno dealh ollne
Ill, lenonl or I.nonl lor y.on .....h.n.v.r II app.ars Ihal such oddilionalla. moy be le~ally due and
coU'c1lbl.lor any r.oson whol5o.v.r,
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STATEHENT OF REASONS FOR PROPOSED DISTRIBUTION
Distribution is made in accordanee with provisions of the Last
Will and Testament of the Decedent.
DAUPHIN DEPOSIT BANK AND TRUST COHPANY,
Executor of the Estate of Ella S. Shoeman
By:
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Assistant Trust 6fficer
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10
We hereby certify that actual notice of the time of presentation
of this Proposed Statement of Distribution and or the character
thereof has been given to every unpaid creditor who has given
written notice of his claim to the accountants and to every other
person of whom the accountants have knowledge or notice who claims
an interest in the estate as beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST COHPANY.
Executor of the Estate of Ella S. Shoeman
By:
/J.,~ ~ /))", , ".), /
Assistant Trust Off1cer
~..I.. :..u r,..'c l.U ~
11
1980
Feb. 6
Mar. 6
Mar. 6
Mar. 21
Jul. 27
FIRST AND FINAL ACCOUNT OF
----
DAUPHIN DEPOSIT BAN~ AND TRUST COI1PANY
SUCC~SSOR TO DAUPIIlN DEPOSIT TRUST COMPANY
EXEClITOR OF THE ESTAm OF
ELLA S. SIIOEHAN
LATE OF THE BOROUGH OF LEHOYNE
CilllBERL~ND COUNTY, PENNSYLVANIA
DECEASED
PERSONALTY
PRINCIPAL RECEIPTS
The Accountants charge themselves with the items of
Personalty as follows:
Inventory and Appraisement
filed March II, 1980
Supplemental Inventory and
Appraisement filed April 23, 1980
$34,385.73
811.32
$
35,197.05
Also With The Following:
Received from Bell of Pa. - refund
6.82
31.43
255.00
15.50
14.10
$ 35.519.90
Accrued interest on Fixed Income Collective Investment Fund
Social Security Lump-Sum Death Payment
Received from Penna. Blue Cross - refuIid from cancellation of
insurance
Received from Raymond C. Grandon, N. D. - refund on overpayment
TOTAL PERSONALTY PRINCIPAL RECEIPTS
PERSONALTY
PRINCIPAL DISBURSEHENTS
1980
Jan. 18 Mary C. Lewis, Register of Inus - Probating Will and granting
Letters Testamentary
$
27.00
2,517.05
Feb. 8 Musselman Funeral lIome - Funeral expenses
:.. .:. ~~,
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2
REALTY
PRINCIPAL RECEIPTS
"NONE"
REALTY
PRINCIPAL nISBURSEHENTS
"NONE"
PERSONA1.TY
INCOlIE RECI;IPTS
1980
Feb. 6
Interest: Prudential Life Insurance Company of America
Policy 1/081039
$ 2.90
1l.22
576.49
213.36
203.31
129.25
164.14
1.24
194. II
10.99
223.85
5.69
12.11
267.27
20.25
19.12
286.85
$ 2.342.15
Feb. 12 Interest: Dauphin Deposit Bank and Trust Co. Statement
Savings Account
Apr. 28 Interest: $25,000. U. S. Treasury Bills due 3/28/80
Hay 2 Interest: U. S. Treasury Daily Repurchase Agreement
Jun. 3 Interest: U. S. Treasury Daily Repurchase Agreement
Jul. 2 Interest: U. S. Treasury Daily Repurchase Agreement
Aug. 4 Interest: U. S. Treasury Daily Repurchase Agreement
Aug. 4 Interest: Haster Reserves Trust - Government Portfolio
Sep. 2 Interest: U. S. Treasury Daily Repurchase Agreemert
Sep. 3 Interest: Haster Reserves Trust - Government Portfolio
Oct. 1 Interest: U. S. Treasury Daily Repurchase Agreement
Oct. 2 Interest: Dauphin Deposit Bank and Trust Co. Master
Savings Account
Oct. 3 Interest: l'laster Reserves Trust - Government Portfolio
Nov. 3 Interest: U. S. Treasury Daily Repurchase Agreement
Nov. 3 Interest: Master Reserves Trust - Gove rnmen t Portfolio
Dec. 1 Interest: Master Reserves Trust - Government Portfolio
Dec. 1 Interest: U. S. Treasury Daily Repurchase A!lreement
TOTAL PERSONALTY INCOm: RECEIPTS
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PERSONALTY
lNcom: DISBURSEHENTS
D~uphin DeposIt Bank and Trust Co. - Service charge for
preparatIon of 1979 Individual IncC'me Tax Returns and
1980 Fiduciary Income Tax Returns
$
50.00
Dauphin Deposit Bank and Trust Co. - CommissIon on ineome
(5% of $2,342.15)
$
117.11
$ 167.11
REALTY
INCOHE RECEIPTS
"NONE"
REALTY
lNCOlIE DISBURSEHENTS
"NONE'"
SUMMARY
TOTAL PER$ONALTY PRINCIPAL RECEIPTS
TOTAL PERSONALTY PRINCIPAL DISBURSEHENTS
S 35,519.90
10,816.44
$ 24,703.46
TOTAL REALTY PRINCIPAL RECEIPTS S 0.00
TOTAL REALTY PRINCIPAL DISBURSEMENTS 0.00
TOTAL PERSONALTY INCOM~: RECEIPTS S 2,342.15
TOTAL PERSONALTY INCOHE DISBURSEHENTS 167.11
TOTAL REALTY INCOME RECEIPTS S 0.00
TOTAL REALTY INCOHE DISBURSEHENTS 0.00
BALANCE
0.00 S 24,703.46
2,17 5.04
0.00 S 2,175.04
S 26.878.50
RECONCILIATION ACCOUNT
Balanc!! as per First and Final Account
$ 26,878.50
LESS ADVANCE DISTRIBUTIONS:
1980
oec.- 5
Hiss Ruth Bentz _ distribution on account of 1/4 share of
residue in accordanee with Item 4 of the Hill consisting of:
Prineipal Cash S 5,500.00
Ineome Cash 500.00
6,000.00
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