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HomeMy WebLinkAbout80-00115 ~ rIJ i ~ Po i ~ I-l III I-l rIJ ~ ~ t> ~ E-t ~ g . . rIJ p; ~ ~ ~ p.j ~ ,.., .......c.:, :.'i'._'" ,~,~;.,' ~f.~;t~:. ,: ~it" ~.>) t, 'ii1.i'", , ' 14''1'''- IIt,l;'; ii!;'~" :;f;~~f , 1!3:-:" I~~~"""",;:,-';",., ,.' ~1~;; ..,.... ~,..- ' . '-,' li.l <rl ,~..-~ :-:;;.~.:~:.;:/ OJ.. ~ '8 , I UI o' .00 , I :- ,N t lA- ID :;1,. ,'" . ,~~.>..;,.~.~~~ I No. 21.80 ,; PETITION FOR PROBATE OF WILL At-lD LETTERS TESTAMEt-lTARY in the Estate of Paul n, Teltrlck , deceased, To Harold B. McLane, Deputy , Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. is Petitioner(s) are the execut OR named in the Last Will and Testament of Paul R. Teltrlck dated Sept. 6, 1974 Decedent was a citizen of the United States and a resident of Township ~, Cumberland County, Commonwealth Middlesex of Pennsylvania. Decedent died on ./ednesday A. D. 19~, in the County of 6th day of February the Cumberland , State of Pennsylvanla at the age of 78 years. ~~a ~ mer Decedent has not been married and has not had children born to him since the execution of the above described Will. De~ent was possessed of personal property to the value of 1OtJ, t#" and of real estate to the value of ~--- 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 February l5, 1980 Cauphln Deposit Bank and T~ust Co. Name and address ~~.t':"I! t2Jz()tfl..-. of Petitioner(s) 2 I'lest Hlp.:h Street Carllsle , re .1r:6 . l71nJ COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND VI' ~ c::=.~",,('n,..n .", ,,~t- nf'f'1f"Op,-, f'~1l:,n1n r:,p:,n~1 t PQnl,( ~nA rr,...l1~t r.n named in above application, being duly SNorn according to law say(s) that the statements set forth in this petition are true to the (p% knowledge and belief. ~ /,/J ,/. ~ and subscribed before 1(' ;j"'(-.Ul'-'{(/' / me I February 15 1980 '1.1CV1-Jlf~ ~"y)tC>tS'{.1~_ De pu t y Register best of \-de sworn Filed: c:2..j- f/) - /IS'" February 2l, 1980 Thomas S. McCready 42 East Patterson Street ~ LOl1sford, Penna. 182)2 [:f-J- t, A~m~: ~ ~ ~ , ~ . . Wast JIill crltb' QL~stantt1tt I, PAUL R. TEITRICK, of the Township of Middlesex, county of cumberland, and state of pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any Will or codicil hereto- fore made by me. ITEM 1. All Federal Estate and state Inheritance Taxes upon the passing of property by reason of my death, whether or not passing under this Will, together with all fees, costs, and expenses incident to the administration of my estate, shall be paid out of my residuary estate so that all other bequests herein contained shall be free of contribution to such taxes and expenses. All such taxes on future interests shall be paid at such time or times as my Executor thinks proper, regardless of whether such taxes are then due. ITEM 2. I give and bequeath to each of my children, paul R. Teitrick, II, and suzanne Teitrick Mccready, living at the time of my death the sum of TWenty-Five Thousand ($25,000.00) Dollars. ITEM 3. I give my membership in Old Town Run Mountain Club and all property, rights, and privileges arising out of the same to my son, paul R. Teitrick, II. ITEM 4. provided my beloved wife, Elsie L. Teitrick, survives me, I give, devise and bequeath to her any and all automobiles which I then own, all of my household furniture, fixtures, and equipment, and all of my personal effects, and also my house-trailer presently situate on LOng Boat Key, sarasota, Florida, together with all insurance upon the above items in effect at the time of my death. ITEM 5. provided my beloved wife, Elsie L. Teitrick, survives me, I establish the following two trusts for her: MARITAL TRUST I give, devise and bequeath to Dauphin Deposit Trust Company, carlisle, pennsylvania, IN TRUST, for the uses and purposes herein set : ~ forth, that portion of my estate, whether real, personal or mixed, which shall be equal in value to the amount necessary to assure a Federal Estate Tax deduction from my gross estate subject to Federal Estate Tax, of the maximum marital deduction provided for by the laws of the united states in effect at the time of my death, less the value of any and all property qualifying for said marital deduction which passes to my wife under any other provision of this Will, or by operation of law, by contract, or otherwise by reason of my death. This portion of my estate, herein called the Marital Trust, shall be held, managed and distributed as a separate trust upon the terms and conditions set forth in this Will. My Executor shall assign, convey and distribute to the Trustee of said trust the cash, securities and other property which shall constitute said bequest. The assets to be distributed in satisfaction of said bequest shall be selected in such manner that the cash and other property distributed will have an aggregate fair U~ .,,'~ ):\: ',~ \ ~ , '~ ~ market value fairly representative of the distributee's proportionate share of the appreciation or depreciation in the value to the date, or dates, of distribution of all property then available for distributio Any property included in my estate at the time of my death and assigned or conveyed in kind to satisfy said bequest shall be valued for that purpose at the value thereof as finally determined for Federal estate tax purposes, and any other property so assigned and conveyed shall be valued for that purpose at its cost. NO asset or proceeds of any asset shall be included in the trust as to which a marital deduction is not allowable if included. said bequest shall abate to the extent that it cannot be satisfied in the manner hereinabove provided. for to avail my estate of the full marital deduction permitted by the AS it is my intention by the Marital Trust here provided Federal Estate Tax LaW applicable at my death, there shall be deducted from the value of my gross estate computed for the assessment of the - 2 - " .' Federal Estate Tax, all deductions permitted under said law to ascertain the adjusted gross estate as defined by said law. I direct that my Trustee shall, during the life of my wife, pay to her the entire net income from this trust, together with such portions of the principal thereof as is provided for by the provisions of this Will, in quarter-annual or more frequent installments as she may request. I further expressly confer upon my said wife a power to appoint by Will to her estate or to others, in such manner and for such estates as she may appoint, exercisable only by specific reference in her Will by her alone and in all events over the principal of this trust, as fully and to the same extent as if she had died fully seized and possessed thereof. In default of the exercise of such power of appointment by my said wife, then upon her death the remaining corpus of this Marital Trust shall be added to and become a part of my residuary estate, and be administered and disposed of in accordance with the provisions governing my said residuary estate. RESIDUARY ESTATE TRUST All the rest, residue and remainder of the estate of which I die seized, be the same real, personal or mixed, and wheresoever situate at the time of my death, I give, devise and bequeath to DAUPHIN DEPOSIT TRUST COMPANY, carlisle, pa., IN TRUST, for the following uses and purposes: IN TRUST, to hold, manage, invest and reinvest the same, to collect the income therefrom, and after paying all expenses incident to the management of this trust, to pay over the net income therefrom to my beloved wife, Elsie L. Teitrick, in quarter-annual or more frequent installments so long as she lives, together with such portions of the principal thereof as is provided for by the provisions of this Will. - 3 - ~ ~ I further authorize my Executor or Trustee to pay to my wife an additional sum not to exceed three thousand ($3,000.00) dollars in anyone calendar year for the proper support and maintenance of my wife in substantial accordance with the manner of living which she and J: enjoyed during my lifetime. My Trustee is further authorized to expend additional sums for my wife in the event of serious and protracted illness or other emergent or extra-ordinary circumstances whicn, in the judgment and sole discretion of my Trustee, requires such additional sums. In the event that additional sums are required for the proper support and maintenance of my wife in substantial accordance with the manner of living which she and I enjoyed during my lifetime, or in the event of serious and protracted illness or other emergent or extra- ordinary circumstances which, in the judgment and sole discretion of my Trustee, requires such additional sums, I authorize and direct my Executor or Trustee to first use the principal of the Marital Trust created by this item of my Will until it is exhausted before using the principal of the Residuary Estate Trust created by this item of my Will. In the event my wife should become incapacitated, I authorize my Trustee to use and expend income and principal as herein limited, directly for her care, maintenance and support, without the intervention of any guardian or committee. At the death of my wife, Elsie L. Teitrick, I give, devise and bequeath the remaining corpus and undistributed income from the Residuary Estate Trust herein created, together with the remaining corpus of the Marital Trust herein created, in the event my wife fails to exercise the power of appointment given to her by this Will with respect to the whole or any part of said remaining corpus of the Marital Trust, to DAUPHIN DEPOSIT TRUST COMPANY, Carlisle, Pa., to be held, administered and distributed for the use and benefit of my children in accordance with and under the same terms, conditions and - 4 - I \ I, I , I ~ .' provisions set forth here and in the next immediately following item of my Will. Should either of my children predecease my wife and leave no children (as herein defined) surviving, I give his or her share of both income and corpus of this trust estate to that child who is living at the time of the death of my wife. However, if either of said children who predecease my wife leave children surviving, I give his or her share to such children in equal shares. The term "children" as used in this Will in reference to my grandchildren shall include any children adopted by my children, children en ventre sa mere, children born to my children both before and after my death, and specifically and more particularly shall also include Shari Ellen McMeen and Karen Dianne peterman, children of the wife of my son, paul R. Teitrick, II. ITEM 6. In the event my beloved wife, Elsie L. Teitrick, predeceases me, I give, devise and bequeath all the rest, residue, and remainder of the estate of which I die seized, be the same real, personal or mixed, and wheresoever situate at the time of my death, to DAUPHIN DEPOSIT TRUST COMPANY, Carlisle, pa., IN TRUST, for the following uses and purposes: IN TRUST, to hold, manage, invest and reinvest the same, to collect the income therefrom and, after paying all expenses incident to the management of this trust, to pay over the net income therefrom in equal shares and in quarter-annual installments, to my two (2) children, paul R. Teitrick, II, and Suzanne Teitrick Mccready, during their respective lifetimes, provided they are both living at the time of my death. I authorize and direct my Trustee, upon receiving a request in writing from either of my children, to pay unto my child or children so requesting, either in cash or by way of in kind distribution an amount not to exceed twenty-five (25%) percent in one twelve month .. period of the principal of his or her share of the trust created by this item of my Will and/or the preceding item of my Will. Should either of my children predecease me and leave no children (as herein defined) surviving, I give his or her share of this Trust Estate to that child who is living at the time of my death. However, if either of my children predecease me and leave children surviving, I give his or her share to such surviving children, in equal shares. The term "children II as used in this Will in reference to my grandchildren shall include any children adopted by my children, children en ventre sa mere, children born to my children either before or after my death, and specifically and more particularly shall also include Shari Ellen McMeen and Karen Dianne peterman, children of the wife of my son, paul R. Teitrick, II. At the death of either of my children, subsequent to my death, who leave children surviving him or her, including adopted children, children en ventre sa mere, children born to my children either before or after my death, and Shari Ellen McMeen and Karen Dianne peterman, the share of my deceased child in the corpus and undistributed income of this Trust Fund shall go to his or her children then living, in equal shares, per stirpes. If at the death of either ~ ~ of my children, he or she leaves no children (as herein defined) surviving, then the share of my deceased child shall continue to be held in trust for my then living child. At the death of either of my children leaving children (as herein defined) surviving him or her, the share of such deceased child in both corpus and undistributed income of this trust fund, shall be distributed in equal shares to the children of my deceased child then living provided they are twenty-one (21) years of age and if any of them are minors at that time, then the share of such minor grandchild in this Trust shall continue in trust and be distributed to him or her upon attaining the age of twenty-one (21) years. - 6 - It is my intent that the trust created by this item of my Will and by the preceding item of my Will for the benefit of my children and grandchildren shall be finally terminated when the youngest of my grandchildren (as herein defined) and including Shari Ellen MCMeen and Karen Dianne peterman, attains the age of twenty-one (21) years. In the event any of my grandchildren, including Shari Ellen McMeen and Karen Dianne peterman, take directly under this Will, rather than through a deceased child of mine, this Trust shall continue with respect to them under the same terms and conditions and until they attain the age of twenty-one (21) years when they shall receive their respective interests in this Trust. Should any grandchild of mine, including persons adopted by my children and including Shari Ellen MCMeen and Karen Dianne Peterman, die before receiving their full share of income and corpus in the trusts created by this and the immediately preceding item of my Will, then the share of such deceased grandchild shall go to his brothers and sisters, if any, and otherwise the gift to such grandchild shall fail at the time of his death and the undistributed interest of such deceased grandchild shall remain in the trust for the benefit of the then living beneficiaries of these trusts. ITEM 7. I authorize and empower my Trustee to accept in kind as part of any of the trusts herein created, assets owned by me at the time of my death, particularly including stock of Dauphin Deposit Trust Company, and to hold the same until such time as the Trustee, in its discretion, deems it desirable to dispose thereof. I direct that in the administration of said trust funds, the Trustee shall be governed by the laws of the commonwealth of pennsylvania with respect to investments and all other matters pertaining to the administration of said trusts, and I direct that the Trustee shall have all of the powers and be subject to all of the duties and - 7 t - I'-t >- " , -~ 0 .. ~ " :---t oCt w !! ::<: 111 ~ c ii () 0: pi H U z c ~ p:: 0 ~ 0 ?i E-< ::< '< ~ ,. H ,. i5 '" ~ ~ ~ .. 1= z .J:; ~' ~ ~ ui z i( ~ <>-r-t ~ Ul ~ 0.; 0. to> ~r-==f . p~ r. p:: oCt ~ ' , ~ ::< ~ 0 !3 0 " l:; " z ,~ ~t ~ :t :s I- ~:-~t>) S "-., "'" OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA~ SS: COUN1Y OF CUMBERLAND Beforc me, thc Rcgistcr for thc Probate of Wills and granting of Lctlcrs of Administration in and for the H. S, Sanford Trust Ofnccr C:Ruphtn Depos1.t Bank 'tfr'taty ftu~l\;m~g:nd, personally camc ... ......................... ................................................................................................. who, being dull' ,.....sw.or.n.........., do ............ dcposc and say that as ........Exe.cut.or.............................................. of the last Will and Tcstamcnt of ....~~.~~~...!.l:.:...~:.~.~.:.~.~.~......................................................................... deceased ..:...,hl!i............,.................. will well and truly administer the goods and chatlcls, rights and credits of said deceased according to law. And also will diligently comply with thc provisions of the law relating to Transfer Inheritances. ......~.~~:.~............. and subscribed Dauph1.n Depos1.t Bank and Trust Co. ......fttf!t..~Zkl......aaa.vft..rv{..................... Trust Orftcer before me. ......................~::~E~.~EY...}.?.............. A. D., 19.~.~... ..::.~.fM::&)?)J1~;tiilir.~c.......!?:.~~~y.... Register ..............................................u............................................ L':l ~~~ -.j 0: " co, ~ 0\ '" ... e " Q l.L. 0 ,<'I co :.: :II: t) .-4: ..J H <'1\ III r>: .., .... 8 ~ .... ..J H >,i I 1>1: - I.'; 0 - 8i - ': Ill: co ~ t): ::so I ~ ': 8: \.,; .... r>:i .5 l>1i .0: <'I Hi Q): ." Ill! ~l ~i " ~ ." ~ <'I: ~\ 0 <1': OJ :11:: 1! ~ 6'0 ." " ." .5l ~ ~ c: ~ li: ~ '" DECREE \. o 00 I - N. ~ . 2lst February 80 Bc It rcmcmbercd that on thc .......................... day of .........................................................., A. D., 19........, there . Paul R. Teitrick was probated and recorded thc last Wtll and Testament of ............................................................................................, late of ..........~~~~~.:~.:.~..~~~~E.~.P...................................., Cumberland County, Pennsylvania, Deceased. Letters Testamentary d Dauphin Deposit Bank & Trust Co. .................................................................. wcrc grantc to.. ....................................... .......................................................... Witness my hand and official scal the day and ycar aforesaid. /1 I '::.w.@,:J,r.ls0tq.~~f2v:n?~....!?7.~.~!X... Register. .. .' . . .' 0 OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA 1 ss: COUNlY OF CUMBERLAND f This ...............................~.?!;..~..................................... day of ............E.~!?r..~~,r.y.................................... A. D., 1~9.~., before me ..................~.~~.c:.~.~...~.:...~.c:~.~~~.!...!?~.p.~~.Y......................................., Rcgistcr for the Probatc of Wills and granting Ictters of Administration in and for said County of Cumbcrland, in thc Commonwcalth of Pcnnsylvania, persona\1y came .....j:,~.!'L!I......!J.9.JJ&o.1::m.\-!gh...~.lJg.....\';.,. ,.9J~,~.r....M.?m~"................. ................................................ .................................................................................................................................................................................................. the subscribing witnesses to the foregoing instnuncnt of writing purporting to be thc last Will and Testament of ...........l?<IlAl..R.....T.'it!..tr.tc.IL.............................................................................. Datcd S.~p..t~.IJl.p.I'l.r....g.,...J9..?!!:.... late of ........M1.ddl.'its.ex...~Q.\.'lnsh1.p................................................................... Cumberland County, Pa., deceascd who being duly .....i?W-9.r.lJ................................. according to law, dcposc and say, that ............j;.h~.Y............................. present, and saw and hcard the tcsta.t.9.r............................., ....p..?!<1.1...P,.......1'.~.t.~rJ.9.!!:................................................. sign, seal, publish, pronounce and dcc\arc thc said instrument of writing as and for hJ~............. Testament and Last Will, and at the time of so doing ............h.~................................................. was of sound and disposing mind, memory and undcrstanding, to the best of ...~!2::X:............................................... knowledge, obscrvation and belief. sworn . ...................................................... and subSCClbed before ..........,b!!i~~................... ...~6...?'~~............. ~a ' '. Deputy ......' fh:J.. ..b~'\1>'...~0Q:-,.~gister. ..........................................n................................................ AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA 1 ~ ss: COUNTY OF CUMBERLAND I .w.....s"...,'3f).nf.Q.r.d..~;:.US.t...O.f.f.1.C~.r....rJf).UDlJJ.n..L~.n.Qs.l.t...Bank...and...Tr..\IS.t...C.Q".............. being duly .......$.!'!.Q~n............................... says that as ncarly as can be ascert,lined thc said dccedcnt ............................................ ..........,...P .aul...R. ...T.e1, tr.1.ck.. ..... ..... .............. ........,....... ........,.................. ........................ ............. ........... ...... dicd on J:{Il.Q.1l.!tl;l.ct.aY............ thc ......0.tn.......................... day of .....Ell.9.r..'.~~.r.Y............................................. A. D., 19~.9...., at or about ................................................ o'clock, .... M. ...........................~.':':'9.~.~.................. and subscribed this ~1!txf!t.~~~(...t2..~.YIa4{.................. ..............................~.?~E.............. day of ...~.:~~.~:X 80 19,..~.... before \.., ^ ~ "I2':-Vvlc ~' Deputy ........ ~lL~.:.u.....p \ ....,(.!.Ji7v.~,,==-Rcglsler. c:l"^,ON"EAL TII ')F PEtlNSnVANI,\ OEP,':RTMEUT OF REVEUUf! DURE:-U OF CCUtHY COLLECTIOtlS J\PPLlC\Tlmrr-C:J: ,\N') COiiS2NT' TO TfWISFE;~ SECURITIES REGISTERED 1'1 THE tlil/\E OF A RESIDE:H DECEDan ., \'l" :) .t. ~t .. ..~n.Jt'.''''''. 1'1i~---X\'fj':;'i":'.~,\ ,- ......\.H~l.~ ':\ ';.:s-~'lf.v;ij .' ___.____1 DATE 2/27/80 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made far c tnsentta Ihe tronsler of Ihe !allowing securities a! a Pennsylvania Corporation or a Notional Bonking Associalian located in Pennsylvania: " (a) 1765 Shs. (bL Dauphin Depos~t Corporation ________(c) Common (NOTE: In describing securities enler in (0), ab eve, eilher Ihe number of shores o! stock or the face amount of registered bonds, in (b), the name of the issuing compony and in (c) the closs o!slock or Ihe stated interest role ag?1"3~t~7i;3A~?6qj :g7~~tn~dj7~17-1 ,4 /18/75,5/9/ 75 ,5/9/73 ISSUED ON ,and hoving 0 TOTAL MARKET VALUE OF S~~?Y'''-' (Dele) as of the date of death 01 the decedent, Paul It, Teitrick (Nom~ of Decedent) on 2/6/80 ,- (DOle of death) (Post OUic:e) CLUilhcrlunu (County) Pennsylvania (State) who was late of~_ 30:< 21 (Sllcet and Number) Carlisle The securities ore regislered os lollows:_ Paul R. Teitdck (Nomo or names in which ccrti(icotcs orc registered) ~i5):~"@S:t~~'i'ct~) Dauphin EXECUTOR }- Deposit Bank & Trust Co., P.O. Box 2961 Uarrisburg, Pennsylvania (Addres:;.) NAME OF APPLlCANTn."upl\in~eposi):_\ll1.l)L&..hust Comp.JlD~ P.or Boz 2961 pl' 17105 COUNTY FILE NUMBER_21-80-115 ADDRESS OF APPLICANT larr:SDurg, ennsy va ~a ~ BUREAU FILE NUMBER .___SIGNATURE OF APPLlCANT'------i. ~^- 7il- NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WItf.-~IO~3[j.E;~... i"\ ::;;~:: CONSIDERED COMPLETE AND WILL BE RETURtlED TO YOU FOR COMPLETION. "SSISt"-lll ,rus. 8ffl~e1 (Nome) --....-.---..- COMMONWEALTH OF PENNSYLVANIA - DEPART/.\H1T OF REVENUE CmlSENT TO TRANSFER SECURITIES ~ ,,_ DATE ar,. 7~ I~d" I hereby consent to Ihe transfer of the ebove securities now registered in thc nome of the aforesaid --------.------ Decedent and waive the filing of 0 certilicale certilying \0 Ihe payment of Ih~transfer inherilance tax to which the property of said Decedent is n1tlde subject pursuant to the provisions 01 the Act of June 20, 1919, P.L. 521, as omended and the Act a! June 15, 1961, P.L. 373, os amended. This is also in occordan.cc w.it\' the provisions of the Act of April 9, 1929, P.L. 3-13. This Consent 10 Transler the helein described properly operates ani, in reference to the estate of the ..... obove.named Decedent. \' 1'\ .. "" ."..r......'.....:.:.; . ,. ;...'.~-;.....,r..,~.. . ,.." ~ HI'" . I.... r' ~,~..' ,,e , '-"r _.,', ...J~ ..I......~'/.~I~ Signed fF' the Secret cry 01 Revenue B,~~JtB~~ - ~~S;9no' ,0) M-.!tlQ; _ :~. J W - \:ST;' , (G,"n'Yl flce.,;! 1<}"t1&1 C~MMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE .~UREAU OF COUNTY COLLECTIONS APPLlCA TION FOR ANI) CONSEN T TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made far coosent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: DATE - 2/27/80 (0) 600 Shs. (b) Pennsylvania Enterprises, Inc, (c) Common (NOTE: In describing securities enter in (a), ab Ole, either the number of shares of stack or the face amount of registered bands, in (b), the name of the issuing company and in (c) the cl ass of stock or the stated interest rate and maturity date of registered bands.) see attached list ISSUED ON ,and having a TOTAL MARKET VALUE OF $ ~ 7"b-fJ- (0.'0) as of the date of death of the decedent, Paul R, Teitrick , on 2/6/.80 (Name af Decedent) (Date of death) who was late of P,O. Box 21 (Street and Number) Carlisle (PD"011I.0) Cumberland (County)' Pennsylvania (5'.'0) The securities are registered as follows: Paul R. Teitrick (Harne or names In which certificates are registered) ~) EXECUTOR ) Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania (Addr...) NAME OF APPLlCANTDauphin D~ILO_sj,LJlank & Trust Company P.O BOJ:j; 2961 aarr~sDurg Pennsylvania l7l05 COUNTY FILE NUMBER21-80-115 ADDRESS OF APPLICANT ' [ ---:- // BUREAU FILE NUMBER SIGNATURE OF APPLICANT A 0:1ft 71. ~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILLfNd02~~l" M. H"l\a CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. Assistenl Trust Officer, (Namo) COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE'~ 7... rq.fQ I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P,L. 521, as amended and the Act of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above.named Decedent, C~lG ..~ Dauphin Deposit TIAusl ConlI>any lOO_ ,"" .IO, 'I'M~ ...... "-''''In",.,,,r''<:lor:,, MA1fl OfTICC 21J "'AUI'.CT 51nCCT IIAnnI5UUUG. pcrW$nVAfllA 17105 711 / 7.!'.s -.11~1 /010,""(1" rfldf'rfJl D('f'Os" 1"~IH'fJ"Cf' Corpor(lr,oi't Rcgj,ster of \lil.Js . Carlisle Court House Carlisle, Pennsylvania Gen t 1 en:en : This company of the es ta te of a resident of has qualified and is ~1.!I.L!l,J.tiuick Cumberland acting as Coun ty. February 27, 1980 Executor , who died 2/6/80 The Executor is des i rous of securi ng a I'/a i vel' to cover 600 SI1B..,J',gJl!l.sylY5!{I.ia E.n~rise.fu... Inc.. Common. The estate is not yet in a position to file the Pennsylvania Inheritance Tax Return.. The proper forms I'lill he filed in due course, and I'lhatever Pennsylvania lnheri tance Tax and Estate Tax is ul timately found to be due I.lill be paid. If requested by the Department of, Revenue, we l'/ill file a bond in a form satisfactory to the Department of Revenue. Pleas,e mail. the \'Jaiver to us 1'/l1en ready for delivery. Sincerely yours, ~ 4..JI~ 6enton foi. !lake, Ass t. Trus t Offi eel' I , RCC.l....19-UI APPLICATION FOH AND Cm~SElIT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT *~ glMMONWEAL TH OF PENNSYLVANIA < DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS - .---- - .---.---------.------. DATE_--.3/27!80 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is heleby mode for cmselltto the tlonsfer of the following securities of 0 Pennsylvania Corporation or 0 National Bonking Association located in Pennsylvania: (a) 500 Shs, (b) PP&L Co., ____ ______u_.(c) Common (NOTE: In describing securities enter in (0), ob Ole, either the number of shores of stock or the face omount of registered bonds, in (b), the nome of the issuing company ond in (c) the closs of stock or the stated interest rote and moturitr dp.te/af reg\~tel~d bODds.'/ 717/67, l/24 67,lH30/b9,12{17 69, ISSUED Oti/21/70 ,l2/6/71 , and having a TOTAL MARKET VALUE OF L~..JLL ,,0 (Dato) as of the date of death of the decedent, Paul R. Teitrick , on 2/6/80 (Name of Decodent) (Date of death) who was late 01 P.O. Box 21 (Street and Number) Carlisle (Past OHica) Cumberland (County) Pennsylvania (Statc) The securities are registered as fallows: Paul R. Teitrick (Namo or names in which certificates ore registerod) ~) EXECUTOR ) Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania (Address) NAME OF APPLlCANTDauP.1li.JLP..~~_o_'iiLB.an.iL&-..Inlst Company COUNTY FILE NUMBER 21-80-115 ADDRESS OF APPLlC:~~l1a~~!s5u~L PennsY1v~nia 17105 BUREAU FILE NUMBER SIGNATURE OF APPLICANT j)U/lin. ]( dL NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOOZBjpn tv"!. :-If,~e CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. Assistan\ TrJst Officer. (Nama) COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES '\ Iq (').) DATE_O/a....?. cJV I hereby consent to the transfer of the above securities nOW registered in the name 01 the aforesaid Decedent and waive the filing 01 a certificate certilying to the payment of the transler inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act 01 June 20, 1919, P.L. 521, as amended and the Act 01 June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions 01 the Act of April 9, 1929, P.L. 343. This Consent to Transler the herein described property operates only in relerence to the estate 01 the above-named Decedent, .~~ ;"'.' w:W t\ ...J , Si~;te f,ol the Secretary of .R,evenue "'-t l~ .....\ ' , ,/ By! 1~ ~~\'\l~_ (Signature) '. ., ~ '. __._ --;J . _ . I \ I' .. 'I ' ' " ,I U I l. \.IV . i~"'-~l.~."ty.o.'u:}t\..L--'-~'\~.L-- '~.- I \ \!Til~~\ ~ (County) . - '.) \, -:r , or \ '~-~, .gj ,~ Dauphin Deposit Trust COn1.l>any ~<:Ifl" ~O" '''r ft...: ....0 .r:....r......""r..c~>:l~.. MAIII orrlCC: ZIJ MARKeT STnCCT. IIMlnlSDUIl(j,PCtHI5YLVAfU^ 17105 717/2t.!> -:!l;!l Hrlm/l",. r..,,j~r(l1 D,.f>O~" I,,!vr.,ncn CorpcrtltHJn February 27, 1980 Regj,ster of \oIi11s . Carlisle Court House Carlisle, Pennsylvania Gen tl emen: Th is company of the estate of a resident of has qualified and is acting as Executor _r..a~ULJ-".itJ:.i.c.k- ;-~/ho(n ed Cumberland County. 2/6/80 The Executor is des i rous of securi ng a \'Ia i vel' to cover 500 Sho;;. PP&1..J:.lh...__Col)!l!lon Stock . The es ta te is not yet in a position to file the Pennsylvania Inheritance Tax Return.. The proper forms I,lill be filed in due course, and \'Ihatever Pcnnsylvania Inheritance Tax and Estate Tax is ultimately found to be due \'Iill be pai d. If reques ted by the Department of, Revcnue, l'le l'li 11 fi 1 e a bond in a form satisfactory to the Department of Revenue. Please mail the \'Iaivel- to us \'Ihen ready for del ivery. !::~~'~ Brenton 1,1. ,lake, Asst. Trust Officer , . '. .- I I I 1- APPLlc\ TIOi'I'['(;:: ,\N') CQji5;::UT TO TRANSFER SECURITIES REGISTERED I~J THE tIM,IE OF A RESIDENT DECEDENT _1 "', f"'t2 "~~Ii'r,:,!",,~ ' ,,"?S' (1,\'7:,;' >~A 'lJ!.II'J:;.~'~ (""",...,.'..... :z;vrw~;t.: , .. OMMONWEAL TH OF PENNIYLVMII,\ OEPARTMENT OF REVENUE 'IURf,.u OF COUr;TY COLLECTIONS DATE 2/27/80 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent 10 Ihe tronslcr olthe lollowing securilies 01 a Pennsylvania Carparalian or 0 National Banking Association loco led in Pennsylvania: (a) 600 Shs, (b) Philadelphia Electric Co, (c) Common (NOTE: In describing securities enler in (a), ob Ole, eilher the number 01 shores 01 stock or the lace amount of registered bonds, in (o), ,he nome of Ihe issuing company and in (c) Ihe class of slack or the staled interest rate 2'n~f6ad~~ >~(M,'8 ~!m\l'}g~eA'i~n~sr~9 ,10/14 /70, 412177i,'J122/71,2/1/72 <? --~ ISSUED ON ,and having a TOTAL MARKET VALUE OF S.JI_ ) i 0-- / (Oclc) os of Ihe date of dealh of the decedenl, Paul R. Teitrick , on 2/6/80 (Nome of Decedent) (Date of dcath) (Post OHice) (County) Pennsylvania (Slate) who wos I ate of P.O. Box 21 (Streot and Number) Carlisle Cumberland The securities ore registered os follows: Paul R. Teitrick (Nomu or names in which certificates arc registered) RiSM1~fS:fR-WOR} EXECUTOR ) Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania (Nome) (Address) NAME OF APPLICANTDJIl!PJ!.in..:I2eposi~L1l."\.nl,--LAx.u"-L!&lIIP.<ll1Y- p'Ona~~rstR~~ Pennsylvania 17105 ADDRESS OF APPLlCMlT ' COUNTY FILE NUMBER 21_80_11 '5 BUREAU FILE NUMBER SIGNATURE OF APPLICANT NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION. IT CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. .., '::I"........ ::,.~ ILL NO:r~&E" ".. hssist;'.llt -i-ru~t 'Jffk:al - -_._--~-- . COMMONWEAL HI OF PEN~jSYL V ANI A - DEP ARTMENT OF REVENU E CONSENT TO TRANSFER SECURITIES .~ 7 DATEI:!iDl,_ (qw I hereby consent 10 the lransfer of the above securities now regislered in the name of the aforesaid Decedent and waive the filing of a certificale certifying 10 the paymenl of Ihe.lronsfer inheritance tax to which the property of said Decedent is mode subject pursuant to the provisions of the Acl of June 20, 1919, P.L. 521, os amended and Ihe Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with lhe provisions of the Act of April 9, 1929, P.L. 343. This Consenl to Transfer the helein doscribed properly operales only in reference 10 Ihe estate of Ihe above-nomed Decedenl. . y;." 1." "~. .... ..'r""",,"'.Y 1'~:'1;~:',0~",\ /t.",.....~~~;.:'S.;\ t.),.......~~~,.tJ Signed,for th~ Secret cry of Revenue Byq ,~~ '\E~:snglw' L. ~ ~s',no,u'e) &.; ~ ^ (~, -N' ',dllJ lL Cl,Vyy,,\~'Ll ( Itlc b~(COUnIY) ..... ~ COMMO','WChL TH OF rENt/SYLVAN'h D~rhRT/.<ENT OF REVENUE ou'lEhU OF COUNTY COLLECTIONS '\PPLlC:\ TIOi'lf'U:: AN;) C:Ji ;S2rli TO TRMISFER SECURITIES REGISTERED 1:1 THE tIA/.Ii: OF A RESIDENT DECEDENT "', \'l,., ~ of, ' i , ..\5(j'~''''''''''' ~. '~Gr:......:r, ;) I:i" ,\".... "'(\ I1"'M,"l,"'-~~ ~~';:;,.!.J APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYL VANIA DEPARTMENT OF REVENUE: Application is hereby mode for c alsenl to the transfer of Ihe lollowing securilies of 0 Pennsylvania Corporation or 0 Notional Bonking Associolion locoled in Pennsylvania: DATE 2/27/80 (a) 400 5hs, (b) Gulf Oil Corp.__(c} Common (NOTE: In describing securilies enter in (a), ob Ole, either the number 01 shores 01 slack or the face amount of registered bonds, in (b), the nome of Ihe issuing company and in (c) the closs of ,stock or the slated interest rote and molurity dole of registered bonds.) ISSUED ON8/26/72, 9/26/72 ,and having 0 TOTAL MARKET VALUE OF S /~ -9',-" (Dele) os of the dote of dealh ollhe decedent, Pnul R. Teitrick (Name of Decodent) , on 2/6/80 (0010 of death) who was late 01 P.O. Bo:< 21 (Streel and Number) Carlisle Cumberlnnd (Post Office) (County) Pennsylvania (510Ie) The securities ore registered os lollows: Paul R. Teitrick (Nomo or names in which certificates orc registered) ~6r.tlHHf~~90R} EXECUTOR r Dauphin Deposit Bnnk & Trust Co.. P.O. Box 2961 Harrisburg, Pennsylvania (Address) NAME OF APPLICANT D.nupJJin.Jl.epogi.LIl.<1J:>lL&.J):'US.LkQJDP..iI.DL P.oO 803 ~961 Pl' l7l05 COUNTY FILE NUIoIBER21-80-11 5 _ ADDRESS OF APPLlCA~lT arr,~s urg, enns~Y vnn1n BUREAU FILE NUMBER SIGNATURE OF APPLICANT . ! uci....71dA-. NOTICE: IF YOU FAIL. TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WIL NQ:r~Bi::;- \'i;. '-:,::{(: CONSIDEREO COMPLETE AND WILL BE REiURNED TO YOU FOR COMPLEiION. ';55i5t~T1'1 -;'ust Of!iC;lI, (Nome) COMMONWEALTH OF PE~n;SYL VANIA - DEPARTMENT OF REVENUE CO~lSENT TO TRANSFER SECURITIES ~ DATE ar.. 7J~W I hereby consent 10 Ihe transfer of the above securities now registered in the nome of the aforesaid Decedent and waive the Ii ling of 0 cerlificote certifying to the payment 01 the Ironsfer inheritance fox fa which the property of said Decedenl is mude subiect pursuant 10 the provisions of the Act of June 20, 1919, P.L. 521, os amended end th", Act of June 15, 1961, P..L. 373, os amended. This is ,dso in accordance ~i!!l the provisions of the Act of April 9, 1929, P.L. 3.13. This Consent to Tronsler the he,ein doscrihed prooerty operates only in reference to the eslote of the above-named Deced en t. ..... ~'" r'\ ....... ~~ .....~...,""\"o,_y ~,.; .....~ ;:"",("','1 r"'. ~ ".' "'\ I' "...' ,'"' 1 ....,. -.... ''': .;J...."....u.'1.~.\,. Si~d/or t'Ac"Secre~ry of ~evenue BY~.~W~ ~ ~IS;""""'" Al~ ~1 - - ~&. - t -illa..... A, Tttlo (Counly) . )MMON,WEALTH ')F PENNSYLVANIA D&~ART/.IENT OF REVENUE nURrAU OF COUNTY COLLECTIONS APPLI C.o\TlmrFor: ,W) CO; ;SC!IT TO TRANSFER SECURITIES REGISTERED I~l THE tl;\/.\E OF A RESIDENT DECEDENT :1~ \}~' ..\;.n~!:o."~:' ~.~tr.."" ;) "M'b....."., I " .'r...''''-J~ t ;... . ~~.~J} I i_ DATE 2/27/80 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYL VANIA DEPARTMENT OF REVENUE: Application is hereby made lor consent to the tronsler 01 the following securities 01 c Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a) 400 Shs, (b) Duquesne Light Co. (c) Common (NOTE: In describing securities enter in (0), ob Ole, either the number 01 shares 01 stock or the lace amount 01 registered bonds, in (b), the name 01 the issuing company and in (c) the class 01 stock or the stated interest rate and maturity date 01 registered bonds.) 2/16/68.9/3/68,11/19/69 ISSUED ON , and having a TOTAL MARKET VA LUE OF S ~ ~...". (Dale) OS 01 the dote 01 death 01 the decedent, Paul R. Teitdck , on 2/6/80 V-lomc of Decedent} (Date of death) who was late 01 P.O. Box 21 (Street and Number) Carlisle Cumberlond Pennsylvania (Stotu) (Post Office) (County) The securities are registered as follows: Paul R. Teitrick (Nomo or names in which cCrlif.icalc5 arc regislered) ~Dr.t~~fSfR-WOR) EXECUTOR ) Douphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania (Nome) (Addrcu) NAME OF APPLlCANTj).,w..PJJ1.!l....:D.ep-osi.L1J..<\1Jk..J._J:.J.:.ust Comp.Jln~ 1'.0 Bo:,: ~961 . Oorrlsourg, Pennsylvonla 17105 ADDRESS OF APPLlCMlT COUNTY FILE NUMBER 21-Rn_115 BUREAU FILE NUMBER SIGNATURE OF APPLICANT NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT W LL ~lo:r2i}i::~ ;'i. H;;~(I CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ;"ssist~ll\ ";rust Gffl.a: COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DAT~ 7.. 19ft! I hereby consent to the transfer of the above securities now registered in the name 01 the aloresaid Decedent and waive the Iiling 010 certificat", certilying to the payment 01 the. transler inheritance tax to which the property 01 said Decedent is mode subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521, as amended and the Act 01 June 15,1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 3,13. This Consent to T ransler the herein described property operates only in reference to the estate of the above-named Decedent. Signed I r the Secretcry of Revc,nue ~ y~ '\) (.,...,..,,:",~~ n I:> 1,,;'1~ ,:-"r'...,~ By "II'l.. :::> (~?:~:0,0~Q~~\";. ~R'1AJ~9Fr L [2 Ct- \\ IVV((l,,~~O) (County) ..-.....-...~__ E....A. r....A. ~ . __ . . ___ x::or ~_UllI ....... III,RCC4(11/78),' COMMONWEALTH OF PENNSYLVANIA ' ~NO,J063049 DEPARTMENT OF REVENUE f'" . ' " OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX II ~ = RECEIVED --------------'I'VI!II'J'Y-TNO THOUSlUlD J:IGH'1'--liUmlRml 1l0n '"dU!-- - .1 representing Pennsylvania Inheritance or = From, Dauphin D.~it Bank & Trust Estate Tax due from the lollowing estate: il ddress ~ 2 W. High Street . ~ It ~ File No. 21-90-115 .. ~j,;~ ~( .daUaLs 29c Tax on s s car1b1.. Pa. 17013 6% Tax on s s Dole of Dealh~6-1g90 15'k Tax on s s PAW. R. 'l'Rt'l'RTCK '7t To)( on 5 Estate Tox. Act of May 7, 1927 s ~ e Dote of Payment f Name of Decedent M~ 2. 1980 s County C""'Mrland TOTAL TAX CREDIT Less five percenlum of tox if paid within three months ofler date 01 death Plus interest at the rote of _9'cfrom 10 s 24,nnn,nl) Remarks: s 1,200.00 · PAID Olf ACCOUlll'l'. s I 'U' 00 ~ [? [Lu@ ill 'U'~ SEA L TOTAL AMOUNT PAID $ ~/l~~~.t~ Harol ~o ~L , Deputy Rft!li.ter ohi11. (Title) 22,800.00 NOTE: This Triplicate Receipt to be retllin&d for audit purposes. ~ I Received by NOTE: In ocupting the Ironder inheritonce lo~ on future e$tole$, prior to lhe deoth 01 the life tenont or lenont for yeors, os e...idenced by thi$ receipl, it is undeulood that the Commonwealth $holl not be precluded or pre...ented Irom hereof'er oueuing odditionol inheritonCtl lo~ allhe deorh allhe Ille tenant or tenonl lor yeau whene...er II oppeau thai $uch additional to~ may be legally due and colleclible for any reO$on whal$oe...er. " Inventory of the real and personal estate 01 Paul R. Teitriek docoosod. Personal ty 1. Dauphin Deposit Bank & Trust Company Checking Account #85181765 2. Dauphin Deposit Bank & Trust Company Checking Account #85184004 3. Dauphin Deposit Bank & Trust Company Checking Aecount #85183040 4. Dauphin Deposit Bank & Trust Company Saving Account #06605958 Interest accrued to 2-6-80 5. Dauphin Deposit Bank & Trust Company 7i% CD due 10-7-80 Interest accrued to 2-6-80 6. Dau~hin Deposit Bank & Trust Company 7-;% CD due 4-19-81 Interest accrued to 2-6-80 7. $5,000, U.S, 7 5/8% Note due 2-29-80 Interest accrued to 2-6-80 8. $10,000, U.S. 8t% Note due 7-31-80 Interest accrued to 2-6-80 9. $10,000. U. S. 9 5/8% Note due 3-31-81 Interest accrued to 2-6-80 10. $5,000. U. S. 9 3/4% Note due 5-21-81 Interest accrued to 2-6-80 11. $5,000. 12 Fed. Land Bank Bond 8.10% due 7-22-85 Interest accrued to 2-6-80 200 shs American Brands Inc. Dividend accrued 605 shs General Public Utilities 1765 shs Dauphin Deposit Corp. 200 shs Liggett Corp, 200 shs Uniroyal Inc. 600 shs Potomac Eleetric Power 300 shs American Can Dividend acerued 19. 200 shs National Gypsum 20. 400 shs Carlisle Corp. 21. 200 shs American Cyanamid 22. 400 shs National Distillers & Chemical Di vidend accrued 23. 400 shs Kroger Co. Dividend accrued 400 shs Gulf Oil Di vidend accrued 25. 400 shs Duquesne Light 26. 600 shs Philadelphia Electric 27. 500 shs P P & L 28. 600 shs Penna Enterprise 29. 534 shs Fir-st National Bank of Venice FA 30. 100 shs Celanese Corp. 4.50% Cum. Pfd. 31. 100 shs Toledo Edison 32. 400 shs Consolidated Natural Gas Dividend accrued 110,459.96 11,453.18 1 ,127. 7 7,912.18 42.67 5,000.00 30.30 5,000.00 18.16 4,982.95 166.54 9,828.10 14.04 9,712.50 339.27 4,856.25 90.44 4,281.25 16 65 13,437 40 275 00 5,142 50 58,245 00 7,837 40 900 00 6,825 00 10,293 60 217 50 4,800 00 9,924 80 6,537 40 11 ,800 00 200 00 7,074 80 136 00 16,450 00 225 00 5,400 00 8,550 00 8,718 00 8,400 00 10,680 00 4,000 00 1,731 25 18,824 80 324 00 (Cont.) . COMMONWEALTH OF PENNSYLVANIA \ COUNTY OF CUMBERLAND J 55: -.---------- according to law, deposes and says that ho_ of tho Estato of .ate, of _,__,'__ ..._ _ _'" ..___., .." ..,_._--, Cumberland County, Pa., deceesed and thet the within is an inventory made by ------, the seid of the entire ostate of said decedent, consisting of all the personal pro"..ty and real estate, except rool estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory reprosent it's fair value as of the date of decedent's death. being duly and subscribed be foro me, eucutor . Admlnbtr.tor 19 Addr... Date of Death Oay Month Vur INSTRUCTIONS I. An inventory must bo filed within three months after appointment of personal representalive. 2. . A supplement inventory must be filed within thirty days of discovery of additional assets. 3. . Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. \'~ -.--, , \.. , ..; , >- .. ~ w ~ ~ ~ ~ w " " Q. U , 0 0 VI " .. w w C \'d <II >- J: 0: /, ~ .. I- Q. Q. C ... ..J L~ .,; ~ Z < 0 0 LL ..J Q. ~ W 0 < w i- \ > Z 0: , Z 0 c c ,~~ " \~..) .; VI Z 0 0: U 'Z w < ~~ ... Q. '" C '" - ~ ;: 0 " .t> ... .>< " E . .!!! 0 ~ " 0 ..J U it ell . /I Invontory of Iho roo I and porsonol oslale of Paul R. Teitriek deceased, Continued 33. Paul R. Teitrick Trust dated 6-22-70 $;,000. U.S. 8.87;% Note due 10-31-80 Interest accrued to 2-6-80 $2;,000. U.S. 9.7;% Note due 2-28-81 Interest accrued to 2-6-80 $10,000. U.S. 9.62;% Note due 3-31-91 Interest accrued to 2-6-80 $1;,000. Fed Land Bank 8% due 10-20-82 Interest accrued to 2-6-80 $1;,00. Handy Market Mortgage 8% 2384 Unite Fixed Income Fund 60 shs Koppers Co. $4.00 Pfd. 1300 shs Amstar Corp. ;.44% Cum. Pfd. 100 shs Allegheny ,Ludlum Ind. $3. Cum. Pfd. 100 shs Alumium Co. of America $3.7; Cum. Pfd. 400 shs Arkansas Louisiana Gas .90 Cum. Pfd. 100 shs DuquesBe Light 8.64 Cum. Pfd. 100 shs P P & L 8.6% Pfd. 200 shs Potomac Elec. Power 3.82 Pfd. Sr. 1969 ;00 shs Public Service Electric & Gas 1.40 Pfd. 140 shs Public Service Electric & Gas 4.30 Pfd. Principal Cash Income Cash 34. 1976 Pylmouth Sdn. 3;. Union Central Life Ins. Co. - Lump sum pension 36. Union Central Life Ins. Co. - Inst. Year balance Total 4,871 88 120 79 24.343 7; 1,069 80 9,712 ;0 336 88 13.668 7; 3;3 34 1;,000 00 20,497 39 2,35; 00 8,043 75 ;,2;0 00 3,831 2; 2,350 00 8, 1 00 00 7,056 2; 6,500 00 5, 687 50 ;,400 00 87 10 1,952 61 1,900 00 129 18 3 52 $ ;1,243 90 , COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J 55: William S. Sani'or~_ Trust Or:t::icer, Dauphin Deposit Bank & Trust Companz-- being duly sworn . according to law, doposes and says that he is Executor. ____ of the Estate of Paul R. Tei trick late of _~g..d;I,El.fl.E!:x;_..Twp.. ....____ , Cumberland County, Pa., deceased and that the within is an inventory made by ,_b~m " the said Executor of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedont's death. ~ L\.-'-~ '-t """ f1i1l~.I;J/ ,::Z~It?JI~, ' Executor. lei and subscribed before me, 'Y'V' (._,-~:2 I 19 ~ (\ \.\) ~k:~;~ypual.1c 2) ,.:.. - C') My CoIl1a>l.~"" ilpl"a Dee. 21, 1981 LuIDO)'IIO, Po, CombaIlc>ll<i CowIt, 2 West Hieh Street Carlisle, Penna. 17013 Addr." Date of Death 6th Day February Month 1980 Yu, INSTRUCTIONS I, An inventory must b. filed within three months after appointment of personal representative. 2, . A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4, S.. Article IV, Fiduciaries Act of 1949. ,-\ ~) ~\, '"..-, ~ .,; \:':< >- - ~ w .. " J ~ , ~ ~ " & w " e.. u .. 0 0 '" " \'\> w w C ... >- .j J: '" ,~ " .. l- e.. u. ~ e.. c ... ..J ~ I Z 0 0 ------- LL ..J <( e.. ~ W 0 <( w i: \ > Z '" -:: z 0 c c ~ '" Z 0 "'-, .::-:" 0 '" <( U ., ~..,.. Z w ""-'\:' e.. -0 c '", " - "i: '\~ 0 " .<l '-0 ... " E . ..! 0 " ~ 0 ..J U u: III RCC.~J (4.'.,j) 'J . // ,',( COM~ION\\'EAL TII OF I'ENNSYL VANIA IlEI'ART\IENT OF IlEVE:-':UE BURE,\l' OF COUNTY COLLECTIONS * " /; /.- I ' L_ '. , .. . RESIOEtH DECEDENT COUNTY OF C UHDERLAllD IMPORTANT, Thiloo (('llInl 1lI1l!'>1 hl" CUnll)lclcd ill detail nod filcd in duplicatc, with all attached. with the l~c8ister of Wills of the ('{llllllY whne decedent residcd; Return is due withilllline Illunths after c.lute of dellth. unless an extension is grunted by Ihe SCCfC"lOIIY <If RC\lcnuc. (Scclion 70.~ uf the Inherilance ond Estll1e Tux Act of 1961.) 1:'<0 TilE llATTEIl OF TilE ESTATE OF Paul R, Teitrick n-----rrTA"l c FULl. t~"'~E OF OECEDE!\;TJ } AFFIDAVIT OF EXECUTOR C xron~3~~~R ounty Lolc of J.liddlesex 5'01.01 Pennsylvania .} Caunly 01 Cumbe.!lc.~d_____. .s, .~I~,-_-?anr.o.J:~>-.!rust Of'f'iccr , Daunhin Deposit Bank '" Trust Co. Exccutor I\dministratnr of t!1(l ('slato 01 thro obo~e.oomcd decedenl being duly sworn, deposo and soy : DC'cl'denl dil'd February 6 19~J Icstota leaving a lost will, copy of which Is haroto attached,.} ( YEA R1 v7l)txt~n:. ".lCN"rHl Name C1nd addless 01 attDrney N } othor aulhorixed represl'tllullV" TO whDm 011 corrospondence she,"!': . -,!. lO.\yl Thoma.s S. I1cCrea.dy 42 Ec.st Patterson St., Lansford, PA 18232 Thnt 3S sLlcIL~~e.~uto:" deponent is familiar with the affairs of said estate and the property constituting f t-~:l:: C1J ;OR.AmJllNISTR... TOR) the assets thereor and thcir fair market value, That 011 the lime {If dealh there was 110 safe deposit box reg.islered in decedent's individual name, or jointly with. or .H: agent or deputy of another. or in deccdent' s individual name, with right of access by another as agent or deputy, with the exceplion of lhe following: - NAME AND ADDRF.SS OF f3ANK OR I')THER INSTITUTION IN .....HICH DEr:EDC~~T nENTED A 5~FE DEPOSIT BOX Da.uphin Deposit Bunl~ l..: Trust Compan 2 West HiGh Street Carlisle. PA THIS SAFE DEPOSIT BOX RErHEO IN NAME OR NAMES OF Decedent I.: ~ls:Le L. lel. !':LC \. RELATIONSHIP OF JOINT HOLDERS TO DECEDENT ,.n...:.e That the contents of said safe deposit box or boxes arc itemized under SchedulesB&E of this return, with the exceptioll.of the following, for the rc3sons hereinafter set forth: That Schedule A allachcd hcrc", and made parI hereof sels forth fully and in delail alllhe real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property Ilt the date or death. giving the amount still due at death, name of mortgagee. da1l::, rate of interest. .tod bonk and page or record thereof. It also sets forth in the columns provided therefore the assessed \'aluatiol1 of each of said parcels, the estimated market value thereof as of date of dcath or dCL:cf.lcnt, That Schedule B attached hcrclo :'lnd made pan hereof sets forth fully and in detail all personal property whercsover situated owned hy thc decedent at the time of death: all moneys left by the decedent at the time of death, whether in decedcllt's jmmcdiat~ possession, slilnding to decedent's credit in banks of deposit, savings hanks, trust compitnil~s, or other institutions, whether individually. or in trust for any other person or persons ~ivillg also separately thc accrucd interest thereon, if any, down to the last interest day prior to decedent's dealh in lhe crise of savings hanks, and tn the date of decedent's death in all other cases; all bonds, postal savings. treasury certificates or notcs and olher e\'idcllcc of indebtedness of the Uniteu Stales to the de- ced~nt; all ohligations, whether h)' statute or agreemcnt lhe)' arc designated as tax free, of (he United States, or nllY stalc, or political subdivision thcrcol". or of an)' foreign country. which are owned at the lime (If death; .il: .......llillg .tpp.III.::, .it.:\\t.:i1), :-.ii\Cl\\ilfe. l'iL:lUll.::-', houks, works of art, household ruiniturc,'I~orscs, c:lIri.tges, automobiles, lmals. and ;In)' and all olher personal chattels of whi.ltsoe\'er,k~~d .a!, nilt~rc" l~f( ~)'.~ececJent, together with the fairly estimated markel va llle thereof; ;lil hlll1ds and mortgages Ill~1d by decedent and or all claims due and owing decedent at Ihc lime of dcalh. and all promissory notc", or other instrumcnts in writing for Ihe p;'ymcllt tlf 1I10nc)' of which decedent died possessed, of whatsoever nature, with interesl thereon, if any, giving the facc v:liuc and cstil11alcd rair market valuc therenf. and if such estimated fair market value he less than the face v:due. it scls forlh hriefly the reilsons for such deprcciation as to e~lch item; al1l11nllcys pa)'.lble III lhe estalc frlJlIl life insurallct: policies carried by decedent: all annuity and endowment enntrnels the proceeds of which \",,~ "arablc upun the dcath or the decedent~ all and the corporate stocks and di\'idends due thereon lInd IInpaiu ;IS Ill' 11'': dah.' of d~alh. honds ilnd accrued interest thereon to lhe dute of decedent's dea1l1 .and olher iuvcslmC:ll ',~'I' '.:l.'o.: ll\\ncd hy Ihe decedent at the time of death. with the market \'ulue there- o!' i1t sudl til1ll', . . ,. In the case of securitIes of close or fwnllr corporntlons, the vnlues reported are dS fllr as l'os81ble RubstantlftlCd by financial statements of the clll"TlOrlttlons, showing tile assets und 118b1l1t1es th~reof 8S of the date of death. The schedule also sets forth the Interest of' (tc:~cellent nt the time of death In nn~' co-partnership or bustness, and In support of the value of such interest there Is annexed to said schedule, flnnl1plal statements showing the Rssets and l1nhllitles of sniel co-portllershIp or huslness. A cap)' of thl' co-partnership agreement, Of oral, II statement setting forth the nature of tlie ngreement) together with ft statement settin~ forth the character of the busIness, Its locnl1nn, Rnd such other facts pertaining to the business as mar be pertinent to R fair nnd just npIlrl11sul 0(' tile l1ec,-:dent's interest therein must be submitt~d. It should also set forth in itemizod form, together \\'1th the fair ml1rket value thereof, an)' other propert)' owned or bequeathed by the decedent at tho time of denlllo The Sc/ledule C Attached hereto and made part hereof sets forth It true answer to each inquiry contained therein and in the case of transfers of property, real or personal, wt thin two )'enrs of decedent' 5 death, in contemplation of decedent's death, or intended to lake effect in possession or enjo)'ment at or after death, said schedule sets forth the nature nnd value of such propert)', to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by ouch transferee and all other facts of a pertinent nature regarding s8irl transfers. In the case 01' t.ransfers intended to take effect in possession or enjoyment at or after rlellth, there is also attached to the schectule a copy of the deed, trust agreement or other instrument creating the trust. Ther.' is also set forth in said schedule a list of all property, renl and personal, with its value, which pn~ses at decedent's death by virtue of the exercise by decedent, eJ ther individually, or jointly with another, or an~' power of appoint- ment vested in decedent, ei ther individually or jointly, by the will, rleed, or other instrwnent of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names anrl addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the ctecedent, together with the ages at the time of decedent's death of all minors, annuitants ann beneficiaries for life Hnrler decedent's Will. It also contains a statement showing which of the beneficiaries named in the rlecedent's will, if any, died prior to decedent, the dates of their death, their issue, anrl the relationship of' such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth nIl property, real Rnd per- sonal, owned by the decedent jointly with another or others, inclucting intangible, standing in the name of the decedent Md others, plus the date .and place of record of instruments effecting the vestiture of real estate and the date of licquisition of personalty, plus tho name, adrtress and relationship,. if any, of co-owners to the deceden t. That Schedule F attached hereto and made a part hereof sets forth fully and In detail all debts and deductions claimed for and on behalf of this decedent's estate, including f\lOeral expenses paid; family exemption, where appl tcablej costs of administration of this estatej counsel fees and f'udiciary's conunissions paid or to be paid; cost expended for burial trusts, tombstones or gravemnrl(ers, and reli- gious services, 1n consequence of the death of the decedentj debts and claims owing and Hnpaid at time of death; taxes accrued chargeable for period prior to decedent's {Ieath (except those allowed under Section 651 of the Inheritance and Estate Tnx Act); together with a statement or collateral plerlgerl for obliga- tions, if any. It is agreed that the fiduciary will present proof of suid claimed obligations upon re- quest, that if the amount actllall)' paid in settlement of uny fee, commission or rleht. 1s less than the estimated amount claiming and allowed, that the same will he reported to the Ilegister of Wllls, and that the amount of tax nssesserl can be reassessed tn accordlUlce therewi tho That t.he totals of the appropriate columns in Scherlules "A", "B", "C", "E", nnd "F" as rllrectctl therein, have lleen carried forward and properly registered in the Summary. Dauphin Deposit Bank and Trust Company Subscribed and sworn to before me this ................................. 11l!'/ ~ ,,/ ....,..,........,...2.,J.~::...,'" day of,>:O,~~:~'tS,.., 19.....:.~.,~ ;1 d ,lit~f~j~~r..................,.............._... .....,............,Q",:"""'.....,..,;,-,.,....x ,:-;; ''-..-' ,. .."..,.....,.,. 2 . '.'Ies.t,. J.lt..~;t;:g,~,:t..",..................._...,__ NOTARY PUBLlo. .J ~ (Street Number) My Co.lIIlI.sica Ezplr.. Doe, 21, 19B1CaT,l,is.,;t.."l.,L,..,~,:.\,........1..7.Q,J...3.......",. . .1llOJ1IO, Pa, Cumberland Coualy (City or Town and State) SOTE: Be fore s l~n ing afft davi t make sure 1\ II hlnnt.: splices in the It 1'1' Ifillv I t /lTlrl schedlll es nnnexer! lire filled in with det.nUs or the word "Sone", nmt tll cnse the nsset.s include rllre nllt! unl tst.ecl securities, securities or close or t'amily corporations or Itn Interost in nn~' co-partnership or hushj(~ss, lhltt the l1ata anl1 stl\tements requirerl under the pnruj;rllph uhove rC!lllttn~ t.o Schertule "U" nrr! attllchef!. Also Innke certlltn that column #1 in the "SllnVTIRr)'" hns been proJlerl~' completed us nhove-rllrectell. RCC-140-14). COMMOAwEAL TH OF PENNSYLVANIA -DEPARTMENT OF REVENUE BUREAU- OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPEfHY . Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death af dece, dent. Where praperty held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenont in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest onl)'. The rial proptlrty located In the Commonwealth of Ponnsylvanla should bo (1) (2) (3) deacrlbed by lot and block number, street and stroet numbor. togethor wi th DePARTMENT a general delcrlptlon of the property, with 0 reference to tho rocard of thu ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a form Itate number of 0- FOR YEAR OF ESTIMA TED CAUTlaN cr. I; alia Itat.ment of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Tax.es. a".'sments, accrued Interest on mortgages, ate.,are OEA TN In thlll spoco) to b. lilted on Schedule "F" and must not b. deducted fronl this schedule. NONE Insert this tatal appasite "real property", Schedule" A" in the X X X X X "As Reported" calumn an the last page of this return. N"',~ ~ o' REII.45' (0-78) COMMONWEAL TH OF PEHHSYLVAHIA TRAHSFER IHHERITAHCE TAX RESIDENT DECEOEHT SCHEDULE "a" PERSONAL PROPERTY ~ .'., ~ , ,.:\. , . 't .- INSTRUCTIONS: This Sdledule mu!'>t discluse .111 tangihlc and intilngihle person,,1 property owned individually by the deccdent. al the timc of his dcath. Property owncd by the decedent juintly with .lIllllher or others must he listed under S.::hedule liE". Intl.lI1gible pcrsotml propert)'. titlcd in the Ilamc uf the decedcnt, hut Jlilyahle at death tll anuther ur others, including hut nllt limitelllll p.ll.n. U.S. Savings Blinds and tentativc lrust accounts, mllst he Iistcd. despitc the facllhl.ll thcy;are nlll tlf the administered estatC. Tungihlc personal prnJ1l~rt)' should he listed first (c.g. jewclry, wcaring apparel. Iwusehuld guuds. ilnd furnishings, honks. painliugs. uutllmuhiles, hUllts. etc.) Inlangihle (lcrsonul property, such uS honds, trcasury certificatcs, cash 1111 hand ilml in hank, stucks, mortgages. notcs. together with i.lccrucll interest or dividcnds. s.lIaries or wages, insurance payable to thc estate ur r1duciary in said c:lpacity. partncrshir interests, intercst in .my undistrihutcd estate (If or incume frum any prnperty hclt..! in frus! under the will nr agrcement of anuther, even though located mllsidc of lhe Statc, al the tinu: of dcalh. shnuld be listed in this sdlcdule. Item Nu. 1. 2. 3. 4. 5. 6. 7. 10. 11 . 12. 13. 14. 15. 16. 17. 18, 19. 20. 21. 22. l1liM Li st nnd descri be fully 8. auphin Deposit Bank ~ Trust Company Checking Account #85181765 auphin Deposit Bank ~ Trust Company Checking Account #85184004 auphin Deposit Bank ~ Trust Company Checking Account #85183040 auphin Deposit Bank & Trust Company Saving Account #06605958 Interest accrued to 2-6-30 auphin Deposit Bank c Trust Company 7",% CD due 10-7-80 Interest acerued to 2-6-80 auphin Deposit Bank ~ Trust Company 7-:'% CD due 4-19-81 Interest accrued to 2-6-80 ~5,000, U.S, 7 5/8% Uote due 2-29-80 Interest accrued to 2-6-80 ~10,OCO, US 8}% Note due 7-31-80 Interest accrued to 2-6-80 ~10,000, US 9 5/8% Notc due 3-31-81 Interest ~ccrued to 2-6-80 ~5,000. US 9 3/4% Note due 5-21-81 Interest accrued to 2-6-eO ~~5,OOO. 12 Fed. Lund Bunk Bond n.1C~ due 7-22-35 Interest accrued to 2-6-30 00 sh:3 American Brund s lne. Dividend accrued 05 shs General Public Utili ties 765 shs Dauphin Deposit Corp. _GO shs LiCGett Corp. _00 nhn Uniroyal Inc. ~OO shs potonnc Electric Power ,00 shs American Can Di vidcnd accrued .GO shs Nution~l GYrGU~ ~OO 5hz Cnrlisle Corll_ .00 shs American Cyu;~n~d 00 shs Nation~l Distillcl"S ~ Di vidend aecrucd .00 sha Kroger Co, Dividend accrued +00 shs Gulf OU Dividend accrued 00 sh~ DUQuesne Light ,00 shs Philadelphia Zlcctric 9. I/..JI<< 3/f;.J. UNIT V,\LlJE 99,6V9 (98 :~i8 1) 97.125 11.0" 9/.125 SOl, to;).S' 85.625 67,12.7' 8.V31...s' @.5C} ()3)3.2 39.187' /~. 50 61 3/~ .,/" 3.?' .23, ~j J.y,a'l.~ 31..5-" Chc!'1ic":'.'~1.JI.< (;:/.) 2/d812 32.687 .,<;.5C 23. 24. /1Jl~ '1C,CC t7.687. 1.1 1/ 25. 26. /J,q -13;~' ( t '/'1,11'7 1/.-~ con .J Insert this total opposite "PcrsOlml ProPCrlY", Schedule uB" in the IUAs Repnrted" column nn the I;lst page of this return. xx ESTI\IA TED W.RKET VALLIE 10,/,,59,96 11,J.5J.18 1,127.77 7,912.18 42.67 5,00G.CO 30.30 5,000,00 18.16 U,,982.9:;) 166,5/, (9,823.10 14. OJ. <;,712.50 339,27 (4,856,25 90,U ~, 2?1.2S 16,65 63,J.37,1.0 275.00 <5,11.2.50 (58,245.00 {J ,83'7 ,1.0 ~'OO .or; ~6 8~" e,o, \,\ ,......"'. 10,293.60 217.5C' I" 80C. CO 9,92/..80 6,53'; .I.e i1,8ce,OO ::OCC.OC' 7,0'11,.80 136.CO 16,450.00 225.00 5,400.00 8,550.00 DEPARTMENT V,\LlIATION (Do nnt wrile in this space) '1-1 K If. o~o 'HOD. 'f-~S.3, if t B',,;LS" J .3 If. 3 1, 5'0 SIO '1-, fo'l S&9-$'O, '7 r j 7, SO " 7 J' '{, 5'0 lo~7.5"o ~.1.s; "InS: 1..:. ~--co. II '/.2.!r. , 70':U'-: /(. O:tS: 5'f5'O. j' S' U./ ;,-0 .. I~EV"451 l!..nl COMMONWEAL TH OF PENNSYLVANIA TRA.NSFER INHERITANCE TAX SCHEDULE "8" PERSONAL PROPERTY RESIDENT DECEOEHT ...B', , ' " '.... ;;l;, INSTRUCTIONS: This Schedulc IIIlIst disclose OIl1wngihlc and intilllgihlc persnnal property owned individually by the decedent, at thc timc uf his de:lth. PWllerty owned by the dCCcllent jointly with ;'lIluther or uthcrs must be listed under Schedule liE". Intangihle personalllfllllcrty, titlcd ill the llalllC III' the decedent, hut payable Ilt dClllh 1tJ anuther nr others, including hul nut limitcd tll p.n.n. U.S. Sa"ings 1111mb and tentativc trust accounts,must be listed, de~pite the f~'ct thai Ihey lire not of the administered estate. Tangible rcrsnnalllruperty should be listed rirst (c.g. jewelry, wearing apl,arel, Iwusehnld goods, :lnd furnishings. blX,ks, paintings, autonwhiles, huats, etc.) Intangible pcrsnnal property, SllCIt as bunds, treasury certificates, cash nil hand and in bank, stucks, mortgages, nntcs, together with accrued interest or di"hlends, s;dllrics or wagcs, insurOlncc puyable to the estate or fiduciary in said capacity, partnership intcrests, interest in uny undistributed estatc uf or income frum nny pruperty held in trust undef the will or agreement (If anothef, even though locatcd lIutside of the Statc, :It the tinlt: nf dcath, should be listcd in lhis s(:hedule. ltem No. I1ml List and describe fully UNIT VALliE Continued 27, 28. 29. 30. 31- 32. 00 shs, l' l' &. L /1,-3'19;67./.37' 00 shs, Penna Enterprise 130/.1 t: I.) 34 shs First ~ational Bank of Ven~ce FA 2C 00 shs Celanese Corp, 4.50% Cu~. p:d. ~G 00 shs, Toledo Edison 17.312 +00 shs. Consolidated Natural Gas 47.062 Dividend accrued 33. .'l'T..H) 97./..;7' aul R. Teitrick Trust dated 6-22-70 5,000, us 8.875~ Note due 1C-31-80 Interest rrcc~ued to 2-6-80 ~25,OOO. US 9.75% Notes due 2-28-81 Interest accrued to 2-6-8C ~10,000, US 9.625% Dotes duc 3-31-81 Interest accrued to 2-6-80 ~15,OOO, Fed. Land Bank 8% due 10-20-82 Intercst accrucd to 2-6-80 '.15,000, Handy J.larkct J.!ortgaGc 8% 38/. Units Fixed Incone Fund 8.597 '0 shs, Koppers Co, $4.00 P~d. 39.25 300 shs, Amstar Corp, 5,4/.';, Cun. prd. 6,187' 00 shs, hlleGhen;1 LudJ.un Ind. $3. Cum. I' fc . 52'~' 00 shs, Alumium Co. of Amcrica $3.75C.pfd 33.312 ~OO shs. Arkansus Louisiana Gas.90 Cun.Pfd 5.875 00 shs, Duquesne LiGht 8.64 Cum. prd. 81 00 shs, I' I' &. L 8.6% prd. 70.562 00 shs. potot\ac Elec. pw. 3,82 prd.51'.196 32l 00 shs, Public Ser. Elec. &. Gas 1.40 pfd, 11.375 40 shs, Public Ser. Elec. <: G'lS 1..30 prd. 36 :-incipnl Cnsh Income Cash <;'76 Plynouth nion Ccntr::!l nion Central 97. S'c 97 . 37 5) 97.125 ')1.125 31.. 35. 36. Seln. L1fo Life J.r:c. In~. Co.-Lunp su~ penni n Cc.- Inst. :lo['~r b~l Insert this tolalnppnsite "Personal Prupcrty", Schedule liB" in the "As RCpOfh:d" column nn thc last page of this return. ESTIMATED MARKET VALUE 3,718,00 8, I+CO, 00 10,680.00 I., CGO. 00 1,731.25 63,821" 80 32/,,00 /.,871,88 120,79 2/.,30,75 1 ,069,80 9,712.50 336,88 13,668.75 353.34 15,000,00 20,1+9'!,39 2,355.00 8,0/.3,,/5 5,250,00 3,831.25 2,350,00 8,100.00 7,056.25 6,50C.,OO 5,687.50 0,1.00,(0) 87,10 1 C"' '1 , : :>.~. 0 1,90e.OO 1~9.18 31../..52 xx /..51 ,:U~3.C)O DEPARTMENT VALUATION (Do not write in this space) IN S' 7,,~ (! ? I 7'>' Ifj'.2S', 'f-K (, 7. .R. 'f 3 7,!,-: e 0 .'>~() '1"0, 'H-1J '}("(,,,1 Go .~ REV-452 (8.78) COMMONWEAL TH OF PENNSYLVANIA T11Ar~SFER INHERITANCE TAX *'" ~it " ~., ,- SCHEDULE "C" TRANSFERS RESIDENT DECEDENT (1) (2) i (3) Did deccdent, within two years of death, make any transfer p,t any material part of his Dstate, without receiving a v&luallle end odequole consideration therofor? (Answer yes or nol 1,0 Did decedonl, wilhin two years of doolh, transfer property from him,elf to himself and another or olhors (including a .pouso) in joint ownership? (answer yes or no) NO If Ihe onswor 10 (1) or (2) above is in Ihe offirmalive slole: (a) Age of de cede nUl time of transfer (b) Slale of decedenl's health 01 lime of making the Iransfer. (NOlO 11. (c) Cause of decedent's dealh. (Nole 1). Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? IAnswer yes or no} NO (a) Was there any possibility that the property Ironsferred might rolurn to transferer or his oSlate or be subject to his power of disposition? (Answer yes or nol (b) What was the transferee's age at time of decedent's tieath? Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly relerves for his life or any period which docs not in fact end befora his dealh: (a) The possession or enjoyment of or the righllo income from the property transferred? (Answer yes or nol (b) The right to designate Ihe persons who shall possess or enjoy the property transferred or income thorefrom? (Answer yes or no) If the answer to (5) (b) above is in Ihe affirmative, stato whether the right was reserved in decedent alona or others (4) (5) (6) (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benofit of care of transferor? (Answer yes or no) (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to chango, because of a roserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) (9) If the answer to (B) above is in the affirmative, was the power to alter, amend, or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NOTE 1: The answers to these questions should be supporled by affidavit by the attending physician os wall as a copy of tho daoth certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market yalue at date of death, dates of transfers and to whom transferred, with relAtionship of transferees to decedent, if an'l. Submit copy of any tru~ deed or instrument, if transfers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. MARKET VALUE (Estimated) ITEM DESCRIPTION DEPT. VALUATION (Dapt. Only) NONE Insert this total opposite "Transfers", Schedule "e" in the "As Reported" column on the last page of this return. N 0<..-L, ~1( ~ 1::11 ""':' g:t ;t './1- C 'c: ~ e .- u = E- - ." Co 0 ... E U ~ 8 : o ." _ _ U "", - ::J:S I- U e g, :.-: ':,J ::! cz:: Real Properly Personal Properl)' Transfers SIJ~'~IAI~ Y (Sl.:h."A") (Sell. "B") (Seh, "Cft) CJI"nss Taxable Estate I- ." ~ Z " " W '" u ::;; ~ :>- " w U ~ U ...I Q -< -< '" e>:: u. ,2 :;;: C. C. 0 ;; '" 0.. u -< u W .. 0.. ..c W ..c I- ... -< 0 l- I- ;::: '" :c '- c 0 Z .= l- e Z 0 OIl U U. W :l. -< ., 0 'E I- .il '" e>:: -= 0 ~ W 0.. " . t; I- u w '" I- ~ ~ '" 'c <: 0 c ::;; 0 t, 0 _oS U e E ="0 ;; 0 E ===< 0 " ...I U U (t) (As Reported) -0- 1.51 ,;"U~3.90 -0- $ $ $ $ $ $ _1.~. kIL, 3.90 (2) (As Determined) $ $ $ $ $ $ .REV-484 EKf {J.Bol INHERiTANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Fi Ie Number 21-80-0115 Estate Nome _P.LI.U.l~'J:.E1;i.J;rick Dole of Deolh -1':ebr_u&Y_6._19.80 Social Security Number REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules !lAU, "Bu, "CIf, and liE" Dated: AUKUSt 28, 1980 Jib"":,, Jm;~hH{J INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISfD ADJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedule 8) Joint-Held Prope:ty (Schedule E) Tran.fers (Schedule C) s None 00+ 92+ 44 '0+ 20+ None 30+ TOTAL GROSS ASSETS _______4k~,-966 -96- Len D.bts and Oeductlons (SCHEDULE F) CLEAR VALUE OF ESTATE 40- 93- FOR USE OF REGISTER ONLY Tox on $ COOE PRINCIPLE VALUE CODE I COMPUTATION OF TAX $ $ $ $ I $ $ $ INTEREST TAX CREDIT S = S = Valuation of life estates or annuities. . . . . . . . . . . . . . RATE FACTOR 6'. " Tax on $ 15% Tax on S Tax on $ Tax on S Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE TO Less Credits DATE OF PAYMENT AMOUNT PAlO DISCOUNT s t S + BALANCE 5 INTEREST FROM BALANCE OUE TO _ 5 5 "ljtv-ale FO+ (o-eo) '* Commonwealth of Penn,ylvanla Department of Revenue BURE"'U OF FIE~D OPER'" TIONS P.O. Box 2970 Horrllburg, P..., 17105 NOTICE OF FILING OF APPRAISEMENT IN YOUR REP~ Y PLEASE REFER TO Investigation Division w. S. Sanford, Trust Officer Dauphin Deposit Bank and Trust Company 2 West High Street Carlisle, PA 17013 RE: Estate of County of File No, Paul R. Teitrick CnmbF.rrl ::nul :>l-Ro-Oll C; Dear Mr. Sanford: You ore hereby notified that the n,.i g:i ""', opproisement in the estote of Paul R. Tei trick has been filed in the office of the Register of Wills of Cumberland County on AU/l:USt 28 ,19 80 , Said appraisement reflects the following voluations: Reol Estote Personal Property Jointly Owned Transfers Total None 447. q66.q6 None None 11447 ,9hh - 9h As to such tax that is paid within three months from dote 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 priar 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 os provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P,S, 24B5-1001, P,L. 373, Dote August 28, 1980 Signed -1/&-'1./" /~f.dr{.'r/../ Title Chief Appraiser NOTE: This is not 0 bill, .~ '" ~ ~ ~ ~ ~ f:1 ;z ~ ~ ~ !.{) 0 101 f!1 ..... rg I ,.J . ~ () <: M N - ~ M 0.. u ;Z ::> - ~ l<o 0 I l<o - ....... 0 ~ ~ l<. ci GY l<. ... 0 '" 0 ;z ci ell '" >- ... ci - ~ ;z ... 101 ... ~ ;z ;z ,.J ci - 0 ~ ~ ~ ::E ~ 101 ,.J ;z z Cl u C;; 101 ~ ~ ell ~ 8 0 ~ ;z - ~ Cl ,.J , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION '*' OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT COUNTY FILE NO: d I - (~') - J I f} TO: \,,\~, :~f-3~ 1 61 fi- ,C 'Jo J f.Tl~;J cJ\-fh 'if \" :~" ~, ' 0~('v, \ ,~L, \! -r:; , . "" ( " _;t ~I J'~~iJ'-..Jtk ~' .,~ ,j~ C(IJ,~,J: 'r'li ) ';-~:'I ~ Appraised Valua of Estate: Real Estate DATE ~)1mf ! C, IC,;--" I . I I ESTATE rJJvl f~ -:r:,~J'\.".J~ 1\ f'! . .-1.11 ' - '/"1/ J '._/... I - '< I \//1 J, r-- r ^" rJ.", L .\ ,~ 6 , 'I~"''''' V ."~I~ DATEOFDEATH l i1"L, (' FILE NO, COUNTY Personal Property & + l( '17, 9l-<..9 !~ + ~ & t.j L;/ rl 1~c.9 , , b ~ S' '7 i) ), ' oJ ~ & tl :) '>, , t-, Ll X"y , ..I. Jointly Held PropertylTransfers Total Gross Estate Total Approved Deductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax &t..1d.3 ~(,<l, tK Amount Taxable @ 6% Rate $ LJd3 ;;l./-,L! )(v ~ tax due &,.:1 ':. H{~, 8''1 Amount Taxable @ '5% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE & ~5, 395. fr * * * * * * A five percent discount totaling $ will ~e granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT Ii.. A -Kr-. J $..~tftt(lU &::J# X'oo nil + &,1 ~ Ot' () 0 - & = + = + = 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 & ! ? Q 1=; YIf BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE . -'-- -t /f" (I ' "^) .l.......--.lJ:u:: .-' ;-I~I''\Y~ t_ ':;:-- ('J \' - } I. Assessed by: ,I L '" . . Agtnt for ttle COmJ'Nlnwlllth .' See Informallon on Reverse Side: .:;,r- : /tC:.../ .' '._< ...,'-- ,.' . I ..~~,,~'_) I-'l,-I.!i.,i,;-, , ~/ Va . r"REV.4'50.80) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ~ ,....,.'...' \ f ,.. r;tf } File No. 21-80 -115 - ~.- . ,'---,;;..:,,-----=.--'- ~~ Estate of Paul R. Te1trick Dale of Death February 6. 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's Address ITEM NO. DATE NAME OF PAYEE REMARKS AMOUNT Pa. Department of Revenue Gre awaIt and Com an Belvedere Medical Cor. 1980 Estimated Income Tax Pr aration 1979 In om R Professional Services Rendered 175,00 105 0 75,20 18,11 445,07 8,00 295,00 7.00 Service & Trust Co. 275,00 20,00 16,537,00 TOTAL THIS PAGE 17 960,38 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. Dauphin Deposit Bank and Trust Company. Executo~ Bv: -,'_./.'~_{ ,';: //; / - .-(..... ASSiSbnt r 1/-)7-;1.., SIGNATUIHZ OF ATTORNEY/FIDUCIARY .t.~( !JUIcer DATE OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ;;.. j'<. , ';- ,I ..' .' >:/ J ;/, , '- . AT (, 'j " I . PERCENT. //-/<J-?t.? DATE ,: '. GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, at~orney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tomb;stone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. \ .. ..., tl (') > tT1 Ei. ~ t'. Z > 0 0 tl en C) (') c: u ..., z 3:' z ~ tT1 tT1 ;>; Z ;:0 ~ 9 - 0 Z Z tT1 ..., I tT1 Z " 9 9 ..., -< en tT1 - en 0 en Z 0 ..., 0 ." ." ;:0 ~ ~ 0 - "'l 0 "'l - 0::.. Z (') I,. L ;:)i. ;; '-- C', c:. .. ~~ ~. .,)1'. . "-. c: '., \.J_" ~~i en C..l' CC' tT1 0'- ~ 0 h...'1 :> 23.::: Z Ci'. <= a:V1 :z: . !oJ ~ cc: ~~ -< -< u", a:~' ~ ~C1: 0 !oJ=> tT1 tT1 fO ..JU > > '-' ::<l ;:0 INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid.. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. - -.----; -- - -- --- -- - - -- -- _. -- - ----~- --. ---- -. - -- --- --- - - -. - --- TAX AT 6% Dauphin Deposit: Bank & Trus TAX AT 15% Co. TAXAT_% ADORESS Carlisle, pa. 17013 ES-TA TEINFORMATi(if.i.~--6---i980------ DATE OF OEATH ., FILE NUMBER 21-80-115 DATE OF PAYMENT Nov. 21, 1980 ~AMEOFDECEDENT PAUL R. TBITlUCI< COUNTY Cumberland POSTMARK DATE REMARKS "paid in full" SEAL ESTATE TAX m m RECEIVEO BY REGISTER OF WILLS -..- TOTAL TAX CREDIT 1,395.89 LESS DISCOUNT ( .00250) iF:~~ ll-b-~bN;;~1~2f-80 3.49 TOTAL AMOUNT PAID 1,399.38 , r' J / //":i~.i~;~;t~~: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* COUNTY FILE NO: ';:' 0;,1- 1//\ ,Ii,:: {. " , ../ I .~ .' <} DATE ," ,oi , I, , ESTATE '. "-.', ~. ~ )1,.- , " 1-, -, ;."t), I FILE NO, c~. I , .(' . ,t . I , COUNTY .'\ /.. t.' / '/ , .' J DATE OF DEATH , " ll' f.. ;1 'fj , .'i TO:{_~ \C'v'J L'..\~~ri ~ iJ\\.\) -) I' ,_1\ i'~ . \\-1\ (> V I I', ,^ <'-. X>, 'n--' ...~ ,I ., C>~I'\LJ9... ,. Appraised Value of Estate: Real Estate , fu,- I I _~ ., JI' ., . , ......\ .\'l' rJ /:'1 (\.-.,;.' /.- . \.,'l '. .. '-2 i, -'~'" 1'\ _ . -- " l.-+' __ -. /,"',) {r, , , ''::) / ~-~ $ Personal Property + Jointly Held PropertylTransfers + Total Gross Estate $ Totsl Approved Deductions Clear Value of Estate $ Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ Amount Taxable @ 6% Rate $ . tax duo Amount TDxab!e @ 15% Rate tax duu '* '* '* .. .. '* )~J ,~,.,.\~T~L:~~N(~YL~~~L6. l~r~~T~N~E )TA~ DUE ,~( t.. If ;1~oOJ ) A five percent discount totaling S Inheritance Tax is paid by $ J 3 0 (j ,; ~ ifL,.o- 3 t/ '1 (,\ ~(' will be granted if the Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT ll-.J.,j - ,1>'0 .:-: (~ I ;, $/ ~~r . -<. .\' = $ + $ $ + = + = 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 ,'., /..1 (, .1"/i /, J4 -i., IV '\ "" _______ is .._______ i (;,f BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE AII',llud by: Sen Info' million on fltl\l"". Gilt. "' , AUlIlllol Ill. CntnP)6nw"lIh ,-- , ".~ '. ) J, <./ I, 1,/'" , , ./ / REV-483 (8-78) COIIMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELO OPE RA TIONS INHERITANCE TAX SECTION OFFICIAL NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX TO: DATE: ESTATE OF: FILE NO: COUNTY OF: DATE OF DEATH: T 1-/t-- 31 /-;.5../ / ,P ?7;"" ~/~n",(/ ..7/- 90.. ".,".:,- \(..-;,~/ },~_/'/,..,/;..,/(I .z-/.S-,';{O ------------------------------------------------------------------------------------------ A. DETERMINATION: J. Taxable estate based upon: Thc United States Estate Tax Roturn (Form 706) The communication from the Federal Government confirming the acceptance of or changes to the Federal Estate Tax Return 2. Amount of credit for State dcath taxcs (os verified) 3. Pennsylvania inheritance tax assessed (excluding any discount and/or interest) 4. Normal inheritance tax paid to other States or Territories of the United States (excluding any discount and/or interest) 5. Total inheritance tax credits (line item 3 plus line item 4) 6, Total liability for Pennsylvania estate tax (line item 2 minus line item 5) NOTE: Complete line items 7 and 8 ONLY when determination is based on Federal Closing Letter 7. Amount of Pennsylvania estate tax assessed on determination doted Addition (reduction) to Pennsylvania estate tax (line item 6 minus line item 7) 8, $ $ ,~(; 7,..N',l.1/ ",': :-//,) 'l.L s ./z'd,j":7J $ -t:i- ,,2'/. ;9?:n $ $ .- 0- $ ~I .,1 4$ Determination prepared by: ------.~,.!:. "') A;/,;l!'-~- Dote: ;?-/() - 9/' f. ------------------------------------------------------------------------------------------ B. ASSESSMENT: 1. Pennsylvania Estate Tax reflected on: line item A (6) line item A (8) 2. Less credits: DATE OF PAYMENT INTEREST (S I (S 1 (S 1 AMOUNT PAID 3. Balance of Pennsylvania estate tax due Interest is due at the rate of six (6) percent per annum from Assessment prepared by: Dote: $ CREDIT = = = $ to the dote of payment, AGENT FOR THE COMMONWEAl. TH SEE REVERSE SIDE FOR INSTRUCTIONS -' , IN THE ORPHANS' COURT OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF THE TRUST ESTATE OF PAUL R, TEITRICK, SETTLOR LATE OF MIDDLESEX TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA NOW DECEASED PROPOSED SCHEDULE OF DISTRIBUTION Estate of Paul R. Teitrick - Entire balance for future accounting consisting of: Carrying Value Date of Dea th Va 1 ue PRINCIPAL Cash $ B7.10 $ B7.10 Securi ti es $ 5,000. U.S, Treasury 8 7/8% Notes due 10-31-80 4,994.15 4,871.88 $25,000. U.S, Treasury 9 3/4% Notes due 2-28-81 24,955,50 24,343.75 $10,000. U.S, Treasury 9 5/8% Notes due 3-31-81 9,990.30 9.712.50 $15,000, Twelve Federal Land Bank 8% Consolidated Bonds due 10-20-82 15,000.00 13,668.75 $15,000. Handy Market Inc. 8% Mortgage 15,000.00 15,000.00 2384 Units Fixed Income Collective Investment Fund 22,030,79 20,497.39 60 Shares Koppers Co. $4.00 Pfd. 3,652,00 2,355.00 1300 Shares Amstar Corp. 5.44% Cum. Pfd. 14,019,00 8,043.75 100 Sha res Allegheny Ludlum Ind. Inc. $3.00 Conv. Pfd. 4,003,75 5,250.00 100 Shares Aluminum Co. of America $3.75 Cum, Pfd. 5,434.38 3,831.25 400 Sha res Arkansas Louisiana Gas Co, $,90 Conv. Pfd. 5,422,48 2,350.00 100 Shares Duquesne Light Co, $8.64 Cum, Pfd. 10,000,00 8,100.00 100 Shares Penna Power & Light Co, 8.6% Pfd. 10,000,00 7,056.25 L,; .R 100 :~~. 888 200 Shares Potomac Electric Power Co. $3.82 Pfd. $ 10.055.18 500 Shares Public Service Electric and Gas Co. $1.40 Pfd. 11.271.25 150 Shares Public Service Electric and Gas Co. 4.3% Cum. Pfd. 10.056.28 TOTAL'PRINCIPAL BALANCE INCOME Cash $175,972.16 $ 6.500.00 5,687.50 5.400.00 $142.755.12 1.952.61 $177.924.77 1.952.61 jI44.707.73 REASONS FOR PROPOSED SCHEDULE OF DISTRIBUTION Paul R. Teitrick died February 6, 1980. Entire balance is given to the Estate for future accounting Dauphin Deposit Bank and Trust Company, Trustee under Agreement with Paul R. Teitrick, Settlor, Now Deceased. By: , . -',,' . / / . " . A~sist;ntTrustOffide~ We hereby certify that actual notice of the time of presentation of this Proposed Schedule of Distribution and or the character thereof has been given to every unpaid creditor who has given written notice of his claim to the accountant and to every~her person of whom the accountants have know- ledge or notice who claims an interest in the estate of beneficiary, Dauphin Deposit Bank and Trust Company. Trustee under Agreement with Paul R. Teitrick. Settlor. Now Deceased, By: . , /,/,,',; , . Assistant Trust Officer L;~" 100 P~Cf:: 889 -2- COMMONWEALTH OF PENNSYLVANIA ) ~ SS: COUNTY OF DAUPHIN I hereby certi fy tha t on thi s /, ,) day of . '''/../.'"1 , 19B1, before me the subscriber, a Notary Public in and for the said Commonwealth and County, personally appeared Sue Mauery, Assistant Trust Officer of Dauphin Deposit Bank and Trust Company, the above named accountant, who being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, or into the hands or possessions of any other person or persons for them. The affiant further says that no person claiming to be interested in said estate, whether as creditors, legatees, next of kin or other- wise, gave written notice of such claim to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid. , I, , / '" /, ./ Sworn to and subscribed before me this If "(i:fay of 'Lc,,-,-,.,,,, tl L/ , 19B1. ,.:. C/, I ,- . "......, . <...G ( '__<< il. (( I, I' / J; ,~?.,(: 'j i; ,/ ' ',"..,. Notary Pub1'1c' .....;,. :'-:. ~'l': .J....... . / Elitabclh J. Bcn~c: U'.l;>t:~bbl!/ '. ":'r' ~':o:. ; .,. ~l~ 1?'lS"~ . Mv Cornmill:on h~f':' ~a:J) " ., ':\. '. . 'i : Harrisburg. Pa. :. :O~:l;n dl.ri"l ;:;~. E : 1'1. '\ ::! . :.... ~"t.(",,# ,.. Ci "'. O' ;.;"~'r:I"\-l.'" .....-. .... ,'t. ~ I', \":'-'..,~' ....--1Ry 1'\)''''' ............,........ l :.' 100 rm 890 ~ '" "" ~:J '" 0 .r: ~~ - " - ~ ~ (I ~, . :~ :E c v, .. '- - :1 " <;: ::l " " I, .. -. ~ ; " '" 8 ..;..: " ." -E _. -- " " c ..2 ., " ~ .g .. ~j . 0 " ;:; ,J '2 ,. '" '" " .. .'. ;;; '0 :.' I, " .!O 1: r. " >! n 00 0 - ;; f.~ c-: " ;; S2~ ~ :0'" '" '" ':~ " S (T1(T1 l: C 2 if. ~~ ~ .E " :";:" C',c"l ,- ,. .2 ~2 : .-,' __0 ~ ., .:.: z ~/):O E "" ~ u; " :~ ,0 '" ~ '" ;:; ~ OJ C .'. _. " .';-'1 ~ '" <; E " :> ... ...-, .;:; g ~ 0 'ci '" " t:: i- " - " .s t .0 -, c " i;: n g g 'q - ... " r. ~.i ~ '" "" u 0 " r: '0 .r: u ... " ., :"1 - ~ , .', 0 " ., 0 'is. " ~~ ~ >. t~ ',' .8 ... ~, ~ " ...: ", 0 ] 'J:: l: '. ("..\ .' ... ~ " " ~ .', U 0" '" ~ u OJ ;;:; " ~ ~J ~ ... ,.. .- .' c ... E - E U QJ " , '" ::l " :9 ~ ciS '.p 'C or, S :- cI " 'C " ~ '" .!a 'J ;0 ":J .c: f.f ..cl (;j '" .;~ " " ',' r:i r:i ~ [j ~ p:: f=l ~ i ~ :c :=~. g, Ul III = :1: ~ Ul [j ~ ~ ~ I g, ~ . ~ Ul ~ l:l Qj ~(!) e<: , =E~ ~ ~ ~ tJ f;'i ~ [j Ul , ~ , CQcn ~ ~ ~ ~ ~ ~ ..u ~ "" E-l i- ~ <::\ ~ ~ U) 0 ,~ 8 ~ ~ ~ ~ @ =lIl:J: ~ = , ~ ~ ~ ~ ~ f:) ~ =~ ~ ~ 0 .~~\ ~ 0:1 ~ ~ ~ ~ .~ p, .. ~ p, ... .' . . . I hereby certify that actual notice of the time of presentation of this Proposed Schedule of Distribution and of 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 to whom the accountants have knowledge or notice who claim an interest in the estate as a beneficiary. By: Dauphin Deposit Bank and Trust Company Executor of the Estate of Paul R. Teitrick /, __ '/ ~_<. ~' / / ,::-".<-_(_L.-_,. . '" Assistant Trust Officer l'" '" 10c' '1-- '1-~3 .;.;..r, :.J :..~:. o. ~ ~ ~ tJ g ;;: !5 I!;; 1ij ~ 8 f;l ~ () ": ~ ~ ~ !j ~ pi ~ ~ () ~ (J) I o ~ ~ 0.. !Il (J) ~ @ ~ ~ r.... o ~ ~ g ~ . ~ o () I B ~ ~ ~ o ~ u (J) f;3 CJ) ~ ~ " "" 0 w ~ -s ~ - 11,1 a c s: c:. "~~ s """ eJ ".0.5 .... ,_ z o ~ ~ ~ t::~~-..!..t.l2b ... ~ - "':' .... of CJ e: CJ~.. 1.0..._ U tI) ..c ~ Q ,-: ':J = -: - ci::::: 1:; E-~) Q) ~ C.- -' ::; .~S ~ o '..::;: ;: h... ~I .... -.+.J "'t Q)..EcJof:C.E~ .i .~ 'C E "'0 ~ CJ c: Q) o",",,~=C'3Q::-S '- c .~ tn ~ ciS .t \- 0 ~ :::...... B g .5 .5 ,. ~ ~.., ';;: ~ .~ c ~ .... ~ !, \ = ~ c ~ w ~) c 3 ~o '\ .- rn Q) co.... CJ.... '" 5; g ~ .~ - .~ ~ ~ "-I I" ~ ~::: ~ '"a ~ ~ E..5 ~ t I~ ..c~UO(;CJ""C:k"c. ~ ~ "'"'" ~ u oiJ ...~ ~J ~ 0 :- >. 0 ~ .... .., I/...c ~ ~ C/. I '""".... _ c...... (1 '0 r.;._ . '\. '''::: c -... ...... ~:..!:: '0 CI.I ~.~ .... <l.l C -'-# C .. _..c ... t-o: Q) E t: !::: r: d r-: u .. i. t) C1.l CJ 0 ci .~ ~ I-f Ct.. '\\, '" ~ F. U :~ ':; '" 0 " ' ~ .s ',p , 'C ..0._ 0 ~ 'u QJ en .." _ '" '- ..c ..... .~ ~ " _7::~ OJ .~ t: ~::: , :; q r.) '. n cd (....r- "':'fTl - :0'" ~:: ;:01 ",'" C')"" ,- , ~ ._0 :.,.1 ~.: ;'r;;;o '0 ",;'1 .. -,":1 \Q .:.> .. ,.:. 'C ., ......: " . " J: t'.\~ In ~ ~ ~ ~,~ q: :>, ~ c o a:I Ii ~~ :a~ :J 8 " , G , ~ .-- . MARY C, LEWIS Register 01 Wills & Clerk 01 the O,phsns' Court JERRY R. DUFFIE, ESQ, Sollello, OFFICES OF Iltgfstet nf IIUls anb aUeth of tltt Ql)rp4uus' (!J:nurt Otnuntu nf Cllumbtrlanll COURTHOUSE, CARLISLE, PA 17013 June 21., 1.988 E1.lis A. Piper V.P. and T.O. Dauphin Deposit Bank P. O. Box 1.90 Car1.is1.e, PA 17013 Dear Mr. Piper, We have searched our records pertaining t9 the Pau1. Teitrick Estate. Al1. taxes were paid in fu1.1, If we can be of further assistance, please do not hesitate to contact our office. Very truly yours, >>(~~. ?tGrC<V Mary C. Lewis ~~ Register of Wills . Cumber1.and County Cou thouse Carlis1.e, pennsy1.vania 17013 1980 June 5 Gain on sale of 200 shares Liggett Group, Inc, Realized Carried at $13,800.00 7,837.40 $ 5,962.60 July 8 Received from Union Central Life Insurance Company - Conmi ssions 31 Gain of maturity of U.S. Treasury 8~% Notes due 7-31-80 Realized $10,000.00 Carried at 9 .828.10 Oct. 31 Gain on maturity of U,S. Treasury 8 7/8% Notes due 10-31-80 Rea 11 zed Carried at 1981 Jan. 17.82 171.90 $ 5,000.00 4.871.88 128.12 7 Received from~ion Central Life Insurance Company - Conmissionts March 1 Gain on maturity of U.S. Treasury 9 3/4% Notes due 2-28-81 Realized Carried at 22.09 $25,000.00 24.343.75 656.25 March 31 Gain on maturity of U,S. Treasury 9 5/8% Notes due 3-31-81 Realized Carried at $20,000.00 19.425.00 575.00 May 19 Received from Union Central Life Insurance Company - Conmissions 3.36 to additional value assumed 22 Received 400 shares Carlisle Corp. as 100% stock split 28 Received 200 shares American Brands Inc, as 100% stock split No additional value assumed June 1 Gain on maturity of U.S, Treasury 9 3/4% Notes due 5-31-81 Realized Carried at $ 5,000,00 4.856.25 143.75 L'~,R 100 r~J~ '743 -2- i i I , I, i 1981 June 8 Received 34 shares First National Bank of Venice, Florida - Reinvested Dividend Account 3 Received from Union Central Life Insurance Company - COl1lllissions $ 680.00 July TOTAL PRINCIPAL RECEIPTS 17.72 $465 ,452.11 PRINCIPAL DISBURSEMENTS 1980 Feb. 19 Cumberland County Re9ister of Wills - Letters TestamentalY and ten Short Certificates 22 Cumberland Law Journal - Cost of advertising and proof of publication 25 Cumberland County Register of Wills - Fifteen Short Certificates 25 Dauphin Oeposit Bank and Trust Company - Reimbursement for checks cashed subsequent to date of death as follows: Mabel L. Kline $ 75.00 MGM Phannacy 62.88 R. L. Simons 50.00 Penna Power & Light Co, 2.71 Penna Power & Light Co, 17.04 26 George L. Ebener - Appraisal of Real Estate 26 Homewood Ret1 rement Center - Maintenance $ 109.00 18,00 15,00 14 Elsie L, Teitrick - Family exemption 17 R, 0, Reichert - Appraisal of Personal Property 207.63 125.00 240,17 25.00 2,803.50 31.57 349.45 109.82 18.65 126,00 2,000,00 25.00 28 Carlisle Radiology Associates, P.C, - Professional services 29 Hoffman - Roth Funera 1 Home - Funera 1 expenses 29 United Telephone Co. of Penna - Telephone service 29 Arnold Fuel Oil - Fuel oil March 6 James 0, McCoy, Tax Collector - 1980 Township Taxes 11 Penna Power & Light Co. - Electric service 11 COl1lllercial Union Assurance Co. - Auto insurance i.~;~? 100 fk,t 7-14 -3- ~ March 17 The Evening Sentinal - Cost of advertising and proof of PUblication $ 18.00 17 Penna Power & Light Co. - Electric service 2.71 20 Union Central Life Insurance Co. - Medical insurance 4.57 21 Notary fees 42.00 21 Carlisle Hospital - Ba I ance due 180.00 24 Loss on sale of 200 shares Potomac Electric Power Co. $3.82 Pfd. Carried at $ 6,500.00 Rea If zed 4,76B.00 1,732.00 24 Loss on sale of 150 shares Public Service & Electric & Gas Co, 4.3% Cum. Pfd. Carried at $ 5,400.00 Rea If zed 5,032.73 367.27 24 Loss on sale of 1300 shares Amstar Corp. 5.4% Cum. Pfd. Carried at $ 8,043,75 Rea If zed 6,976.51 1,067.24 24 Loss on sale of 100 shares Penna Power & Light Co. 8.6% Pfd. Carried at $ 7,056.25 Rea If zed 6,174.03 882.22 24 Loss on sale of 100 shares Duquesne Light Co. $8.64 Cum, Pfd. Carried at $ 8,100.00 Rea If zed 6.433.40 1,666.60 24 Loss on sale of 100 shares Allegheny Ludlum Ind. Inc. $3.00 Conv. Pfd. Carried at $ 5.250.00 Rea Ii zed 4,060.78 1.189.22 24 Loss on sale of 100 shares Aluminum Co. of Ameri ca $3.75 Cum. Pfd. Carried at $ 3.831.25 Rea Ii zed 3.367.25 464.00 25 Loss on sale of 500 shares Public Service Elec tric & Gas Co, $1.40 Pfd. L1~~R 100 P~~E '715 Carried at $ 5.687.50 Rea Ii zed 5.392.13 295.37 -4_ illQ. March 25 Loss on sale of 60 shares Koppers Co. $4.00 Pfd. Carried at Rea 11 zed $ 2,355.00 2,118.22 $ 236.78 15.09 356.50 25 United Telephone Co. of Penna - Telephone service 28 Arnold Fuel Oil - Fuel oil 28 Loss on sale of 265 shares Dauphin Deposit Corp. Carried at $ 8,745.00 Realized 7,685,00 1,060.00 April 11 Penna Power & Light Co, - Electric service 20.67 14 Dauphin Deposit Bank and Trust Company - Service charge for preparation of 197B Fiduciary Income Tax Returns 28.00 11 Penna Oepartment of Revenue - 1979 Individual State Income Tax 106.00 16 Greenawalt & Company - Preparation of 1979 Income Tax Returns 105.00 23 Belvedere Medical Corp. - Professional services 75.20 23 United Telephone Co. of Penna - Telephone service 18.11 30 Arnold Fuel Oil - Fuel oil & maintenance of heating system 445.07 30 Cumberland County Register of Wills - On account of Pennsylvania Inheritance Tax $24,000.00 Less 5% discount 1.200.00 22,800.00 May 2 Loss on sale of 534 shares First National Bank of Venice, Florida Carried at $10,680.00 Rea 11 zed 8,381. 78 2,298.22 6 Loss on sale of 605 shares General Public Utilities Corp. Carried at Rea 11 zed $ 5,142.50 3.003.80 2,138.70 6 Loss on sale of 200 shares Uniroyal Inc. Carried at Realized $ 900.00 624.22 275.78 23 Cumberland County Register of Wills - Filing RCC Forms, Inventory and Appraisement 8.00 L!~~P. 100 f~,c '716 -5- Sept. 9 Loss on sale of 34 shares First National Bank of Venice, Florida Carried at Realized S 680.00 628.23 51. 77 RESERVE TO PAY THE FOLLOWING: Cost of filing Dauphin Deposit Bank and Trust Company - Executor's fee 275.00 16,537,00 $100,550.44 TOTAL PRINCIPAL DISBURSEMENTS UG~R 100 f'~~C '7,1'7 -6- ). i ; I INCOME RECEIPTS 1980 Feb. 25 Interest - Dauphin Deposit Bank and Trust Company - Statement Savings Account 29 Interest - Dauphin Deposit Bank and Trust Company - 7~% Investment Income Certificate due 1-19-81 Interest - Dauphin Deposit Bank and Trust Company - 7~% Investment Income Certificate due 10-7-80 Interest - U,S, Treasury 9 3/4% Notes due 2-28-81 March 4 Dividend - Carlisle Corp. Dividend - Liggett Group Inc, Dividned - Potomac Electric Power Co., $3.82 Pfd. Interest - U.S. Treasury 7 5/8% Notes due 2-29-80 Interest - U.S. Treasury Daily Repurchase Agreement Dividend _ Public Service Electric & Gas Co, $1.40 Pfd, Dividend - American Cyanamid Co. Dividend _ Public Service Electric & Gas Co. 4,3% Cum. Pfd. Dividend - Dauphin Deposit Corp. 2 Dividend - Allegheny Ludlum Ind. Inc. $3.00 Conv. Pfd. Dividend - Penna Power & Light Co. 8,6% Pfd, Dividend _ Aluminum Co. of America $3.75 Cum. Pfd. Dividend - Koppers Co, $4.00 Pfd, Dividend - Duquesne Light Co, $8,64 Cum, Pfd. Interest - U.S. Treasury 9 5/8% Notes dlle 3-31-81 Interest - U.S, Treasury Daily Repurchase Agreement $ 17.29 21.26 21.31 148.95 90.00 125,00 191.00 24,09 20.68 160.05 90.00 240.00 270.00 141.98 175.00 80.00 161.25 1,059.00 75.00 215.00 93.75 60.00 216.00 144.37 242.78 6 Interest - Fixed Income Collective Investment Fund 17 Dividend - Arkansas, Louisiane Gas Co. $.90 Cum.Conv, Pfd. 18 Dividend - Pennsylvania Enterprises Inc, 31 Dividend - Philadelphia Electric Co. April 1 Interest - U.S. Treasury 9 5/8% Notes due 3-31-81 UCcR 100 j'~~~ 71.8 -7- 1980 April 2 Interest - Dauphin Deposit Bank and Trust Company - Master Savi ngs Account 3 Dividend - Potomas Electric Power Co. Dividend - Pennsylvania Power & Light Co. Dividend - Duquesne Light Co. Dividend - Amstar Corp, 5.44% Cum. Pfd. 7 Dividend - National Gypsum Co. Interest - Fixed Income Collective Investment Fund May 8 Dividend - Celanese Corp. 4.5% Cum, Pfd. 9 Interest - Handy Markets, Inc. 8% mortgage 21 Dividend - First National Bank of Venice, Florida 22 I nteres t - Twelve Federal Land Banks 8% Conso 11 da ted Bonds due 10-20-82 30 Divi dend - Toledo Edi son Co. 1 Interest - U.S. Treasury 8 7/8% Notes due 10-31-80 2 Interest - U.S. Treasury Daily Repurchase Agreement 6 Interest - Fixed Income Collective Investment Fund 16 Dividend - Consolidated Natural Gas Co. 28 Divi dend - Ameri can Can Co. 2 Dividend - Carlisle Corp. Interest - U.S. Treasury 9 3/4% Notes due 5-31-81 3 Di vi dend - Kroger Co. Di vi dend - Ameri can Brands I nc. June Dividend - National Distillers & Checical Corp, Dividend - Liggett Group Inc. Interest - U.S, Treasury Daily Repurchase Agreement 7 Interest - Fixed Income Collective Investment Fund 11 Dividend - Gulf Oil Corp. ut~P. 100 i'~~~ ';:rl9 $ 63.90 210.00 265.00 180.00 221.00 74.00 164.82 112.50 600.00 153.36 246.66 55.00 101,08 799.51 167.73 324.00 217.50 90.00 153.31 136.00 290.00 200.00 125.00 427.47 165.21 225.00 1980 June 17 Dividend - Penna Enterprises Inc. 30 Dividend - American Cyanamid Co. July Aug. $ 240.00 80.00 270.00 210.00 1 Dividend - Philadelphia Electric Co, Dividend - Potomac Electric Power Co, Interest ~ Dauphin Deposit 8ank <nd Trust Company - Master Savings Account 2 Dividend - Celanses Corp. 4.5% Cum. Pfd. Dividend - Duquesne Light Co. Dividend - National Gypsum Co. Dividend - Pennsylvania Power & Light Co. Interest - U.S. Treasury Daily Repurchase Agreement 7 Interest - Fixed Income Collective Investment Fund 23 Interest - Twelve Federal Land Banks 8.1% Consolidated Bonds due 7-22-85 29 Dividend - Toledo Edison Co. 1 Interest - U.S. Treasury 8~~ Notes due 7-31-80 4 Interest - U.S. Treasury Daily Repurchase Agreement 6 Interest - Fixed Income Collective Investment Fund 19.40 112.50 180.00 74.00 265.00 517.72 160.34 185.85 55.00 410.96 702.77 161.05 9.18 324.00 217.50 1,218.75 112.00 834.16 136.00 305.00 200.00 162.00 250.00 15 Dividend - First National Bank of Venice, Florida 18 Dividend - Consolidated Natural Gas Co. 26 Divi dend - Ameri can Can Co. 29 Interest - U.S. Treasury 9 3/4% Notes due 2-28-81 Sept. 2 Dividend - Carlisle Corp. Interest - U.S. Treasury Daily Repurchase Agreement 3 Dividend - Kroger Co, 3 Dividend - American Brands Inc, Dividend - National Distillers & Chemical Corp. 8 Interest - Fixed Income Collective Investment Fund 11 Dividend - Gulf Oil Corp. L1~[R 100 p~:;~ 750 1980 - Sept. 16 Dividend - Penna Enterprises Inc, 29 Dividend - American Cyanamid Co, Oct. Nov. Dec. 1 Dividend - Philadelphia Electric Co. Dividend - Potomac Electric Power Co. Interest - U,S. Treasury 9 5/8% Notes due 3-31-81 Interest - U.S. Treasury Dai ly Repurchase Agreement 2 Interest - Dauphin Deposit Bank and Trust Company - Master Savings Account Dividend - Celanese Corp. 4.5% Cum. Pfd, Dividend - Duquesne Light Co. Dividend - National Gypsum Co. Dividend - Pennsylvania Power & Light Co. 6 Interest - Handy ~'arkets Inc. 8% mortgage 7 Interest - Fixed Income Collective Investment Fund 21 Interest - Twelve Federal Land Banks 8X Consolidated Bonds due 10-20-B2 22 Dividend - First National Bank of Venice, Florida 29 Dividend - Toledo Edison Co. 3 Interest - U.S, Treasury Daily Repurchase Agreement Interest - U,S. Treasury 8 7/8% Notes due 10-31-80 6 Interest - Fixed Income Collective Investment Fund 18 Dividend - Consolidated Natural Gas Co. 26 Dividend - American Can Co. 1 Interest - U.S, Treasury 9 3/4% Notes due 5-31-81 Interest - U.S. Treasury Daily Repurchase Agreement 2 Dividend - Kroger Co. Dividend - American Brands Inc, Dividend _ National Distillers & Chemical Corp. LInER 100 PL~~ ';'51 $ 240.00 80.00 270,00 228.00 962.50 962.36 17,33 112.50 180.00 74.00 265,00 600.00 165.83 600.00 9.18 55.00 1,217.36 221.8B 167.33 324.00 217.50 243.75 1.119.20 152.00 310.00 200.00 1980 Dec. 1981 Jan. Feb, 2 Dividend - Carlisle Corp. 4 Interest - Fixed Income Collective Investment Fund $ 112.00 168.07 250.00 240.00 270.00 80.00 11 Dividend - Gulf Oil Corp, 16 Dividend - Penna Enterprises Inc. 23 Dividend - Ph11adelphia Electric Co. Dividend - American Cyanamid Co. 2 Dividend - Potomac Electrlc~wer Co. Interest - Dauphin Deposit Bank and Trust Company - Master Savings A:count Interest - U.S. Treasury Daily Repurchase Agreement 5 Dividend - Duquesne Light Co, Dividend - Celanese Corp. 4,5% Cum, Pfd, Dividend - National Gypsum Co, Dividend - Pennsylvania Power & Light Co. 6 Interest - Fixed Income Collective Investment Fund 228.00 15.67 1,292,49 180.00 112.50 74.00 265.00 182.28 9.52 19 Dividend - First National Bank of Venice, Florida 23 Interest - Twelve Federal Land Banks 8,1% Consolidated Bonds due 7-22-85 29 Dividend - Toledo Edison Co, 2 Interest - U.S. Treasury Daily Repurchase Agreement 5 Interest - Fixed Income Collective Investment Fund 202.50 55.00 1,452.13 182.41 352.00 217.50 144.00 1,218.75 1,304.24 310.00 17 Dividend - Consolidated Natural Gas Co. 26 Dividend - American Can Co, March 1 Dividend - Carlisle Corp, Interest - U.S, Treasury 9 3/4% Notes due 2-28-81 Interest - U.S. Treasury Daily Repurchase Agreement 3 Dividend - American Brands Inc, 100 r~~: '752 ue~R -11- lW. March 3 Dividend - Kroger Co. Dividend - National Distillers & Chemical Corp. 4 Interest - Fixed Income Collective Investment Fund 11 Dividend - Gulf Oil Corp. 17 Dividend - Penna Enterprises Inc. 30 Dividend - American Cyanamid Co, April 1 Dividend - Philadelphia Electric Co. Dividend - Potomac Electric Power Co. Interest - Dauphi n Deposit Bank and Trust Company - Master Savi ngs Account Interest - U,S, Treasury 9 5/8% Notes due 3-31-81 Interest - U,S, Treasury Daily Repurchase Agreement 2 Dividend - Celanese Corp. 4.5% Cum. Pfd. Dividend - Pennsylvania Power & Light Co. Dividend - National Gypsum Co. 3 Interest - Fixed Income Collective Investment Fund 21 Interest - Twelve Federal Land Banks 8% Consolidated Bonds due 10-20-82 29 Dividend - Toledo Edison Co. May 1 Interest - U.S. Treasury Daily Repurchase Agreement 5 Interest - Fixed Income Collective Investment Fund 15 Dividend - First National Bank of Venice, Florida 18 Dividend - Consolidated National Gas Co. 27 Dividend - Ameri can Can Co. 1 Interest - U.S. Treasury 9 3/4% Notes due 5-31-81 Interest - U,S. Treasury Daily Repurchase Agreement 2 Dividend - Kroger Co. Dividend - National Distillers Chemical Corp. June U~CR 100 i'~"c 753 $ 152.00 220.00 176.73 250.00 240.00 80.00 270.00 228.00 50.88 962.50 1,471.43 112.50 280.00 74.00 187.52 600.00 57.00 1,467.68 191. 32 9.52 352.00 217.50 243.75 1,882.94 152.00 220.00 1981 June 2 Dividend - Carlisle Corp. Dividend - American Brands Inc, 4 Interest - Fixed Income Collective Investment Fund $ 144,00 325.00 187,96 250,00 240,00 80.00 270.00 240.00 41.12 2,152.92 112.50 74.00 280,00 189.55 9.52 202.50 1.50 57.00 2,185.19 186.28 352.00 217.50 152.00 325.00 2,160,52 220,00 11 Dividend - Gulf Oil Co. 16 Dividend - Penna Enterprises Inc, 29 Dividend - American Cyanamid Co. July 1 Dividend - Philadelphia Electric Co, Dividend - Potomac Electric Power Co, Interest - Dauphin Deposit Bank and Trust Company _ Master Savings Account Interest - U.S. Treasury Daily Repurchase Agreement 2 Dividend - Celanese Corp. 4.5% Cum, Pfd. Dividend - National Gypsum Co. Dividend - Pennsylvania Power & light Co. 7 Interest - Fixed Income Collective Investment Fund 22 Interest - First National Bank of Venice, Florida 23 Interest - Twelve Federal land Banks 8.1% Consolidated Bonds due 7-22-85 28 Received from Union Central life Insurance Co. _ Commissions 29 Dividend - Toledo Edison Co, Aug. 3 Interest - U,S, Treasury Daily Repurchase Agreement 5 Interest - Fixed Income Collective Investment Fund 21 Dividend - Consolidated Natural Gas Co. 26 Dividend - American Can Co. Sept. 2 Dividend - Kroger Co, Dividend - American Brands Inc. Interest - U.S. Treasury Daily Repurchase Agreement Dividend - National Distillers & Chemical Corp. 100 I'L::c ....1"4 U~[R ~h u -13- . 1m Sept. 2 Dividend. Carlisle Corp. $ 176.00 8 Interest. U.S, Treasury Daily Repuchase Agreement 169.39 g Interest - Fixed Income Collective Investment Fund 187.94 11 Dividend. Gulf Oil Co, 280.00 16 Dividend. Penna Enterprises Inc, 240.00 28 Dividend. American Cyanamid Co. 87.50 Oct. 1 Dividend. Philadelphia Electric Co. 300,00 Dividend. Potomac Electric Co. 240.00 Interest. U.S. Treasury Daily Repurchase Agreement 1.686,50 2 Dividend. Celanese Corp. 4.5% Cum. Pfd. 112.50 Dividend. National Gypsum Co. 74.00 TOTAL INCOME RECEIPTS $ 59.536.93 INCOME DISBURSEMENTS .!W!. April 9 Carlisle Hospital. Lab fees for Elsie L. Teitrick $ 6.90 11 Penna Department of Revenue . 1980 Estimated State Income Tax payment 175.00 16 Jay S. Miller, DDS - Professional services for Elsie L, Teitrick 104.50 May 15 Penna Power & Light Co. . Electric service for Elsie L. Teitrick 22.06 Belvedere Medical Corp. . Professional services for Elsie L. Teitrick 17.40 29 United Telephone Co. . Telephone service for Elsie L. Teitrick 12.57 June 2 Penna Department of Revenue - 1980 Estimated State Income Tax payment 175.00 Sept. 5 Penna Department of Revenue. 1980 Estimated State Income Tax payment 175.00 Nov. 21 Cumberland County Register of Wills. Interest on Pennsylvania Inheritance Tax 3,49 U:~:R 100 f~"~ 755 1981 Jan, .. 5 Penna Department of Revenue - 1980 Estimated State Income Tax payment March 27 Penna Department of Revenue - 1980 State Fiduciary Income Tax 27 April 13 13 June 1 1 8 Sept. 2 2 4 Internal Revenue Service - 1980 Federal Fiduciary Income Tax S 175,00 85.00 797.00 91.00 1,800,00 1,800.00 160.00 98,93 160.00 1,800.00 1,187.55 Penna Department of Revenue - 1981 Estimated State Income Tax payment Internal Revenue Service - 1981 Estimated Federal Income Tax payment Internal Revenue Service - 1981 Estimated Federal Income Tax payment Penna Department of Revenue - 1981 Estimated State Income Tax payment Internal Revenue Service - Interest on Federal Estate Tax Penna Department of Revenue - 1981 Estimated State Income Tax Internal Revenue Service - 1981 Estimated Federal Income Tax payment Internal Revenue Service - 8alance due 1980 Federal Income Tax Elsie L. Teitrick - On account of income: 5-12-80 6-02-80 6-09-80 7-02-80 8-04-80 9-02-80 10-02-80 11-03-80 12-02-80 1-02-81 2-02-81 3-03-81 4-03-81 5-04-81 6-01-81 7-02-81 8-03-81 9-03-81 $ 4,000.00 1,234.21 2,083.12 2,321.61 1,938.79 2,573.38 4,507.15 2,018.97 3,473.45 1,744.56 2,404.45 4,833.52 4,373,91 1,249.57 871. 20 3,894.76 889.27 2,903.67 47,315.59 l'~,r. 100 f~~~ 756 -15- Dauphin Deposit Bank and Trust Company - Service charge for preparation of 1980 and 1981 Fiduciary Income Tax Returns Dauphin Deposit Bank and Trust Company - Commission on income (5% of $59,536.93) TOTAL INCOME DISBURSEMENTS SUMMARY TOTAL PRINCIPAL RECEIPTS TOTAL PRINCIPAL DISBURSEMENTS TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS RECONCILIATION ACCOUNT Balance as per First and Final Account LESS ADVANCE DISTRIBUTIONS: Paul R. Teitrick, II - Bequest in accordance with Item 2 of the Will Suzanne Teitrick McCready - Bequest in accordance with Item 2 of the Will Elsie L. Teitrfck - 1976 Plymouth Sedan in accordance with Item 4 of the Will ",'R 10'" ,,- "'5'7 L,~", U I;'..;' , -16- $465,452.11 100,550,44 $ 59,536.93 59,238,84 $ 100.00 2,976.85 $ 59,238.84 $364,901.67 298.09 $365,199.76 $365,199.76 25,000,00 25,000.00 1,900.00 $313,299.76 . . L:f[R 100 p~c~ 758 -17- " I hereby certify that actual notice of the time of presenataion of this account 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 to who the accountants have knowledge or notice who claim an interest in the estate as a benefi ciary, Dauphin Deposit Bank and Trust Company, Executor of the Estate of Paul R. Tei tri ck By: ' .... ' , ~. ~/ 1/, ' " '_', , Assistant Trust Officer L':~R 100 758 :., -: ,......'" 1 hereby certify that on this / /day of /. . , 1981, COUNTY OF DAUPHIN CONNONWEALTH OF PENNSYLVANIA ) l SS: before me the subscriber, a Notary Public in and for the said Commonwealth and County, personally appeared Sue Mauery, Assistant Trust Officer of Dauphin Deposit Bank and Trust Company, the above named accountant, who, being duly sworn according to law, deposes and says that the foregoing is a true and correct account of all the rights, goods, chattels and credits which came into the hands or possession of Dauphin Deposit Bank and Trust Company, Executor as aforesaid, or into the hand or possessions of any other person or persons for them. The affiant further says that no person claiming to be interested in said estate, whether as creditors, legatees, next of kin or other- wise gave written notice of such claim to Dauphin Deposit Bank and Trust Company, Executor as aforesaid. l / ,/' :,.., , Assistant Trust Officer / Sworn to and subscribed before me .d, " '( this I,' 'day of ""':,'. <, < 1981. . 1 I . "'0":'.',11"...., , '.' / '-/. /, , ,~,q II ,/ ", .......(..L/':...,(( .1.Ctt, ./.. ",--:_'~_,"-.'".. .~'" Notary Publfc'.-<;'.'~:.\,:.c:::',,~ <.~:- Eli7abct~ J. pl~~:~.. ~"~'rl :\hliC~":~:.'~.\ .. :. .' -. n "'''11 ~ ; ,':"': M'I (Or.l~.::':r. :Llt;:~lJ.I..,4~r. '. .~. r.,. _.~. ~.: . .A'\ . .r;..',-,.. liaui)bul~ Pol. ". -# ,t..;o..:I:n.~I:.UQI'/~', J ,'=: ", .; ....:'. '- \::-", ... ..... ,",' 'Sn1 , <'.-' , .... ' ~. ." . .~\' P\\ ,..,- " .' ............ L.,~;: 100 pm 760 FIRST AND FINAL ACCOUNT DAUPHIN DEPOSIT BANK AND TRUST COMPANY, SUCCESSOR TO DAUPHIN DEPOSIT TRUST COMPANY TRUSTEE UNDER AGREEMENT REVISED JUNE 22, 1970 WITH PAUL R. TEITRICK, SETTLOR NOW DECEASED PRINCIPAL RECEIPTS The Accountant charges itself with the amount received ALSO WITH THE FOLLOWING: $ 15,OOD.OD 1966 Sept. 9 Received from Paul R. Teitrick - Addition to Corpus as follows: Securi ti es $ 5,000. Erie Area Fairview School Authority 4 3/4% School Revenue Bonds due 3-1-00 $ 5,000.00 $10,000. Charties-Houston Joint School Authority 4.85% School Revenue Bonds due 4-1-70 10,000.00 15,000.00 1967 March 27 ,Gain on call of Erie Area Fairview School Authority 4 3/4% School Revenue Bonds due 3-1-00 Rea 11 zed Carried at $ 5,183.40 5,000.00 183.40 April 10 Gain on call of Charties-Houston Joint School Authority 4.85% School Revenue Bonds due 4-1-70 Rea 11 zed Carried at $10,298.90 10,000.00 298.90 lU 100 r~G[ 882 !ill. Dec. 4 5 17 ill.Q. Jan. 3 3 INCOME RECEIPTS Periodic Statements of Income received were submitted to the Settlor through November 30, 1979 Balance November 30, 1979 $ 3,807.41 Dividend - Potomac Electric Power Co. $3.82 Pfd. Interest - Fixed Income Collective Investment Fund Dividend - Arkansas Louisiana Gas Co. $.90 Cum. Pfd. 191. 00 100.35 90.00 TOTAL INCOME RECEIPTS 175.00 161.25 216.00 221.00 93.75 215.00 75.00 90.62 101.14 60.00 162.50 $ 5,760.02 Dividend - Public Service Electric and Gas Co. $1.40 Pfd. Dividend - Public Service Electric and Gas Co. 4.3% Cum. Pfd. 4 Dividend - Duquesne Light Co. $8.64 Cum. Pfd. 4 Dividend - Amstar Corp. 5.44% Cum. Pfd. 4 Dividend - Aluminum Co. of America $3.75 Cum. Pfd. 4 Dividend - Penna Power and Light Co. 8.6% Pfd. 4 Dividend - Allegheny Ludlum Ind. Inc. $3.00 Conv. Pfd. 4 Interest - Dauphin Deposit Bank and Trust Company - Master Savings Account 8 Interest - Fixed Income Collective Investment Fund 16 Dividend - Koppers Co. $4.00 Pfd. Feb. 5 Interest - Fixed Income Collective Investment Fund !ill. Dec. INCOME DISBURSEMENTS 4 Paul R. Teitrick - Distribution of Net Income $ 3,807.41 $ 3,807.41 TOTAL INCOME DISBURSEMENTS to'u' f~~~ 884 l,:~~ - SUM MAR Y TOTAL PRINCIPAL RECEIPTS TOTAL PRINCIPAL DISBURSEMENTS $175,972.16 -0- $175,972.16 TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS $ 5,760.02 3,807.41 1.952.61 $171,924.77 BALANCE CONSISTS OF THE FOLLOWING Carrying Value ,Date of Death Value PRINCIPAL Cash Securities $ 87.10 $ 87.10 $ 5,000. U.S. Treasury 8 7/8% Notes due 10-31-80 4,994.15 4,871.88 $25,000. U.S. Treasury 9 3/4% Notes due 2-28-81 24,955.50 24,343.75 $10,000. U.S. Treasury 9 5/8% Notes due 3-31-81 9,990.30 9,712.50 $15,000. Twelve Federal Land Bank 8% Consolidated Bonds due 10-20-82 15,000.00 13,668.75 $15,000. Handy Market Inc. 8% Mortgage 15,000.00 15,000.00 2384 Units Fixed Income Collective Investment Fund 22,030.79 20,497.39 60 Shares Koppers Co. $4.00 Pfd. 3,652.00 2,355.00 1300 Shares Amstar Corp. 5.44% Cum. Pfd 14,019.00 8,043.75 100 Shares Allegheny Ludlum Ind. Inc. $3.00 Conv. Pfd. 4,003.75 5,250.00 100 Shares Aluminum Co. of America $3.75 Cum. Pfd. 5,434.38 3,831.25 400 Shares Arkansas Louisiana Gas Co. $.90 Conv. Pfd. 5,422.48 2,350.00 100 Shares Duquesne Light Co. $8.64 Cum. Pfd. 10,000.00 8,100.00 100 Shares Penna Power & Light Co. 8.6% Pfd. 10,000.00 7,056.25 200 Shares potomac Electric Power Co. $3.82 Pfd. 10,055.18 6,500.00 500 Shares Public Service Electric and Gas Co. $1.40 Pfd. 11,271.25 5,687.50 L::~i. 100 rw 885 I') ~ ::i ~ ~ ~ ~ p, I ~ I " b., r .... '-! ~ ~ ~ 841 1:(9 '4 0" 'lJ~O- 1'00- ~I^ a~a /,.oJ 'P<io4=>~ pas'cd 4 UOll"q".~ 'S'I p~i)J:)"'n O.ld 41'",.0-,- .P 10 ~'n co,. LJoq . 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