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Home My WebLink About80-00168 No. 21-80 168 ~'." . - PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Ile121~.~J,_,_~lg.lI______, , deceased, Harold D. ~lcLane De.e.uty To nicl,l1ld [, ,^.I',cl<:lj61" Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvania, IS Petitioner~l IIlXI11 the execuL52E._,- named in the Last Will and Testament of lIelen M, Mell doted 1-7-74 Decedent was a citizen of the United States and a resident of Township South NewtDlm ;Bl\)Jtl\):ogM~ Cumberland County, Commonwealth of Pennsylvanio. Decedent died on Friday the seven th day of March A. D, 19~, in the County of Cumberland _, State of Pennsylvania at the age of 73 years, xro:oot rn~ he r Decedent has not been married and has not had children born to mm since the execution of the above described Will. Decedent was possessed of personal property to the value of unestimated and of real estate to the value of unestimated as near as can be ascertained; said real estate situated as follows Lot of ground \~ith dwelling house thereon erected, situate in South Newtown TDI~nship, Cwnberland County, Pennsylvania ~~p1~ Therefore, your petitionerOsl respectfully applies for the probate of the said Last Will and Testament and/fOil Lette\s ;estamentary thereon, Dated March 13. 1980 / ~ J_f\ l, J ,n 1 /" (IJ~ ,11U;tJ [.& ""-~ Name and address t.Rdb~;t 'J. YOc~ ' of petitioner(9')) 1 116 East Klnn S reet P.O. Box 336 Shippensburg, Pennsylvania 17257 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Robert J. Yocwn, Executor of the Estate of lIelen ~l. Mell, , me March 13 19 80 ~J.Q.:t;;;'kt>i(i,,,~ _ Deputy niel1ard c. ARelwsen, Register named in above application, being duly s\~orn according to law say(sl that the statements set forth In this petition are true to the \ knowledge and belief, ;/~\ ,/ \ ,,(;1 p , and subscribed before / f l{f/.jt~, )/f(U".. " i ,. .. I /~ // I I j ,I IJ v l best of his Sworn --------------'- I<;~" Attorney: Robert ,]. Yocum L-~L';fJ) Filed; March 13. 1980 ...J1-j'O -/t.>fT //-/'7-,-,~ [,IIS'I' W 11,10 IIND 'l'ES'I'IIMEN'1' ._---~~~-----~---_.._-- I, IIEL.EN M. MI,LL, of H. n. 2, Shlppensburq, south Newton Township, Cumberland County, Pennsylvania, being of sound mind, memory and undc,rstancling, do make und publish this my IJust will uncl Testument, hereby revoking and making void any und all former: wills by me at any time heretofore made. FIRST. I direct my hereinafter named Executor to pay all " , I , l , my just debts and funeral expenses as soon uS conveniently may be after my decease. I further direct my Executor to pay in , full! i I i out of my residuary estute all inheritance, state, legacy, succession and death taxes upon all property forming part of my \ , , , , i i j , I SECOND. I give and bequeath the sum of FIVE HUNDRED ($500.00) I DOLLARS, cash absolutely, to my cousin, HARRY JOHN PALM; provided! further that in the event the said HARRY JOHN PALM is not eighteeh i I , i gross estate for tax purposes. (lB) years of age at the time of my decease, I hereby nominate, constitute and appoint 'rim FIRST NA'rIONAL BANK OF SHIPPENSBURG, Shippensburg, Pennsylvania as the Guardian of the said minor's estute, the said Guardian to take and receive the share of the said minor child and invest and reinvest the sume in legal or " non-legal investments, whichever in its discretion it deems proper, , i und upon the said minor child reaching the age of eighteen (lB) years to pay the said share to the suid minor child. I THIRD. I give und begueuth the sum of FIVE HUNDRED ($500.00) DOLLIIRS, cash absolutely, to my cousin, CIIROL SUE PIILM. , FOUHTH. I give und bequeath the sum of THREE HUNDRED ($300.00)' DOLLARS, cash absolutely, to my friend, WINIFRED NIIUGLE of Walnut: Bottom, Pennsylvania. FIFTH. I give und bequeath the sum of ONE HUNDRED ($100.00) DOLLARS, cash absolutely, to my fd end, MIIRY LIIUTSI3I1UGH of \~alnut Bottom, pennsylvania. )'flJ'~LJhg, \}pJ o;JiJ (SEA~) Helen M. Mell ~ ' -1- ., ' :(. 'I '! I I T 'I ivo and bequeath tho slim o[ ONE: IIUNDH8D ($100.00)! STX'l'lI. DOI,lo1\HS, cash absolul:Clly, to my cousin, 8I,E1\NOH K8CK. '! SINIlWfll. T give and bequeath the' sum of TWO IIUNDHED ($200.0 DOloL1\HS, cash absolutely, to my sister-in-law, 1\NN1\ SCloICHTEH. 8IGII'I'H. T give and bequc,ath the sum of 'l'WO HUNDRED ($200.00 " , II DOLL1\RS, cash absolu tely I to my cousin, RU'I'H GABLER, NINTH. I give and bequeath the sum of ONE HUNDRED ($100.00) DOLLAHS, cash absolutely, to my cousins, LEE FICKES and TEET FICKES, his wife, or the survivor of them. TENTH. I further direct that in the event any of my afore- named Legatees predecease me, then in that event the aforesaid bequests for the said deceased persons shall be null and void and the said bequests shall pass as a part of the remainder of my estate as hereinafter bequeathed. ELEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate, whatsoever and wheresoever situate to TRINITY UNITED METHODIST CHURCH of the Village of Jacksonville, (\~alnut Bottom) Pennsylvania, the said bequeath to be used by the said church for the purpose of the church's existing Building Fund, and in the event there is no existent Building Fund of the said Church at the time of my decease, the said bequest is to be used by the said church for general church purposes. TWELFTH. I hereby nominate I constitute and appoint ROBERT J, YOCUM, ESQUIRE of Shippensburg, pennsylvania as the Executor of this my Last Will and Testament, the said Executor to have ful] power and authority to do any and all things necessary for the complete administration of my estate, including the power to sell; any and all real and personal property of which I may die seized, ' at public or private sales, in his sole discretion, and without any Order of any Court; it is my further request that my said Executor shall not be required to file any bond in connection wit~ i I i the settlement of my said estate. I, \1 \ . " If~ CJr? . 0rY{J-/f . (SeAL)'! . , Helen M, Mell - " I -2- I I . , OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF I'I~NNSYLV ANIA I HS: COUNTY OF CUMBERLAND \ This, ,..,....'",......, ......, ....~?,~~, ,......,...."..',..'"",,,.., day of" ,..""""..,.." ,..~,~~~,~,..,",..,',....,'" ........, A,D" 19..,?,9.., Harold B. McLane, Deputy before me n:chull! g, l.I'"ISI'IJlIR, Rllgister for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ,............, "'" ,~!~X,~.1!.!.tP" ,~,'", ~ i!!-!R,~ ~" ~\1,"'" ,~,:,' ,~,<;'!! ~?:i!,,!!~ !~~!:!, !,!"1, """""""""""""..'""""""""""""""""""""""""""""", the subscribing witnesses to the foregoing instrument of' writing purporting to be the last Will and Testament of ",'" ,!!!:,~!:!!,'~!:,' ,~!?,~,~" """,'" "" "" """""" ,,'," "'" '" """" "" ".." "', Dated "~,~,'},~\~,r;x,,,?,!, },~.? ~""" ,," late of ......,..,~~.l!~h..N~\V,r.?,'!..I'?)~!)~!!,~Il,."......, ............,........,............'........,.., Cumberland County Pa" deceased who being duly ........~)~,'??:!!.......................... according to law, depose and say, that ....,!,~,'?V~,<;'?:~....,....,........ present, and saw and heard the testa,!.~~........................,' Helen M, Mell ............................................................................. sign, seal, publish, pronounce and declare the said instrument of writing as and for h......m:...... Testament and Last Will, and at the time of so doing ........,$,lw..................................,was of sound and disposing mind memory and understanding, to the best of ....,..t.l.1,(!.tX....,......,......,........,..knowledge, observation and belief, ..................,$,\y,Q,rJ)..,................ and subscribed before ~~k~~l,:t,Yq~:!:?J.)9.y.~~,~~,~,y , R:"L~J.d E. Aud{"l'~ol., Register '-, ;l:J,' . gh ,/?t:?/,!P,::?,:r/;;l""e" ",~ll..:y.t!..( ..,;{i"",....""" , ,/. / \/' ,/ ~ ' /-< .:(..:'1_1 ." /Ltl. )~_~{A..L,.r_L 'n:. ",.."""""""".., """""""""""""~f"".."""..""'...".., . .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ,..,..,..,",..,"'~,~,~,~,~,~"~:,"~~~~~"""",.. "',"""'," """""" ..'""""", ""'" ",..', ,""'" "" """ "",..""", ".."",..",being duly ....",....,......,7,:v,~7.~.................... says that as nearly as can be ascertained the said decedent ....".................... "'.."..,'..'",, ~~? ~,~,?, ,~~:.." ~,I,~,~,~""""""""""""""""""".."""""""""""..""""""""..""..""""""""""......".. ,died on ..................~,:,~~,~y..........."......, the ..,~,<;,y,'?,'},!!!......"........day of ,..,..~!~,:,~!~...................................." A,D" 19,,~~,. at or about ..................~,:,~,~................, o'clock, ,i\,M, "...."..",..,...$.I1,Q,r;n""""""".. "" ""and subscribed this .....;............~.~,~~...................., day of .....,~~,~,c:.h,...., 19, ...an" before ~1.~1;.(il.:t?,~.nc":~,,OY::l~,,!?,~p.,~::x. B.i,.h."t"A ~ ^ nrl.ar,~n"'" nnnistcl' . ) / ..' //. , ('\ ~ / c / '", , I /. / / C \ I I . /" / ,": I ./ ".' " If j;,(,,\l '-~ '((:/.11,1, ,1;/ r ,/ C v \ . ,/~t/t/I".,'1 .. 'f)" .... ............ .................. ....'......... I............. ....;~~.n..ll-.. . / / // 1/ e/ / ~ -- ----------- .._......---___..- __ -.r.::lII. JC"'- ==>L __ .... __,.."...,. ~"'~II " REV.1162 EX ' -, ~i, '" '..,' , . COMMONWEALTH OF PENNSYLVANIA 4,NOKo00242 " ' DEPARTMENT OF REVENUE ,',", ' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX II .- ; II ~ TAX AT 6% , TAX AT 15% ~ RECEIVED Robert J. Yocum, Esq. FROM TAXAT_% P.O. Box 336 ADDRESS ESTATE TAX I Shi pen. burg. Pa, 17257 ---- ---- -- -- - ESTATE INFORMATION: DATE OF DEATH March 7. 1980 21-80-168 FILE NUMBER DATEOFPAYMENT OCtober 23. 1980 ,NAME OF DECEDENT , HELEN M. NELL Cumberland m m COUNTY POSTMARK DATE REMARKS · PAID ON ACCOUNT" SEAL RECEIVED BY REGISTEII OF "\fILLS TOTAL TAX CREDIT LESS DISCOUNT PLUS % INTEREST' (fROM TO_I TOTAL AMOUNT PAID , / ! L~ ,,/,' i1ary 'C.SI<t.N:~lfj / Register of Wills 270.00 ~ Ii , l' ;L./ - - - - - -- -- - - - - -- -- --- --- - ..- - --- - -- -- ---- -- - - --. - - - - -- -. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: __.!'O~~:r.t--~.:,!OCUl~, ,., Exc.cu!or, - - ._~_. -..----...---.--------------.--.--. being duly _"JS.\~orn_. ,...._"__ cccording to law, deposes and say' that ho .is_th<LExccut,or---....,.----- ____._______.______._________ __.._,.,'._. ,_,____ or the Estate of Hclcn ~1. Mcll late of South Ncwton TO\<I1ship , Cumberland County, Pa.. deceased and that the within is an inventory mcde by ,him. ,_ ___.________._'_ ___ -,- ---'-' the said Exccutor of the entire estate of said decedent, consisting or all the personal property nd"eal estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each i m ofJthe Inventory represent it's fair value J ,'ilII.'--.-. j~:/ Exocutor 7 I <<C'6)U(X , I "~~ J... ! Sworn (~~I""Ir>' ,,- ,',-,111 ~Ic,.j", I'u"., \)l.I._~1 ,1.1",. "e_, ',), Shiprj(n~;JU1~; ~~or;l:JRI1~ CUF~~d':'~,lj C':~r.tll My Comil1i~~,Oll ""i' :('.~' ~..,.'ji. ..;, lS~J t,~emter, P.;nilsi'I~':Jln r:,:\'i'~,11F.'r! n! :~,i~,\!;~'; Shippcnsburg, 17257 Addreu Date of Death ----- ..----------...-.--------.--.-- 7 March Month 1980 D.y Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative, 2. A supplement inventory must be fiied within thirty days of discovery of additional assets. 3. Additional sheets may be attached a, to personalty or reclty 4. See Article IV, Fiduciaries Act of 1949, ~ >- " -ci 0. ~ I- W !-< ~ ~ '" I- ~ W <( " ~ 0- l- e u '" 0 0 '" '" ~ '" w '" w .-< " 0 .-< l- I 0- .-< Q) , Z I- -' Ll. Q) Z ~ 0 Ll. -' <( 0 ;:;: 0- '" W 0 <( w ..c ;:. , > Z '" '" .-< I ;:;: ::l - Z 0 c N 0 0 . 0 I' '" z " <fj 0 '" Q) U z II w <( .-< 0- Q) -0 :I: c ~ I - -.:: 0 " .D ~ E - . . ~ U , -' li3 ~ -- ~ ." W W ~ '" ::l U 0. ~ >- '" ,.. ~ ~ 0- .., C ~ 0 '" :l: 1-1 <( Q) ..c 0. '" ... -0 .!! u: -"- o o CD Inventory of the reol and personal ostate of Helen M, ~lell d d _____-.--.-------.--- ecoase. ----===~-=~=-===-"'~~'====-=c=\ ALL that certain piece or parcel of land situate in South Newton TO\~nship, County of Cumberland and Commonwealth of Pennsylvania, bounded and described as follows: to wit: BEGINNING at a stone in the center of the State Highway, Pennsylvania Route No, 33 (formerlY the Walnut Bottom Road); thence by lands formerly of William Thumm s Heirs, now of Donald Houp and Lily Houp, his \~ife, North forty-one and one- fourth (41 1/4) degrees West, fourteen and fifty-five hundredths (14.55) perches to a stone; thence by land formerly of William Kiehl's Heirs, now of Glenn Umbrell, South forty-one and one-fourth (41 1/4) degrees West, one hundred thirty-two (132) feet, more or less, to cornel' of lands formerly of Peter ThrUSh\ no\~ of Floyd Kirby and June Kirby, his wife, and along land formerly of William Kiehl'S Heirs, now of Glenn Umbrell; thence by lands formerly of Peter Thrush, \ now of Floyd Kirby and June Kirby, his wife, South forty-seven and one-half (47 1/2) degrees East, fifteen and two tenths (15.2) perches to a stone in the center of the said State High\~ay (formerly the Walnut Bottom Road); thence by said State Highway, North thirty-nine and one-half (39 1/2) degrees East, eight (8) perches to the place of BEGINNING. CONTAINING three-quarters of an acre, more or less. Having a t\~O-story brick dwelling house and other improvements erected thereon. \ BEING "" ,~, ~', ,,"" "'i,h Joh" h. "",k ~d .,,,,i" M. 'y",k, hi, ,,,J by their Deed dated March 10, 1970, and recorded in the office of the Recorder' \ of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "0", Volume 23, Page 265, conveyed to Earl H. Mell and Helen ~I. Mell, his wife; and the said\ Earl H. Mell died March 18, 1972, survived by the said Helen M. Mell, his wife, and the said Helen M. Mell died Testate, as aforesaid, March 7, 1980. PUBLIC SALE PRICE 25,800 3,231 5 1 0 , l::~: 41,775 k8 58 9 '\ 2. 3. 4. 5. I \16' 7. 8. 19. I , ilO. \11. i 112. !r3. '14. ,15. 16. Net proceeds from public sale of miscellaneous householp\iurnrr&p!Jl~p~\lHaneous Kemper Insurance Company - refund, insurance premium Cash at home Purchasers of real estate, John J. Wardle and Joyce B. Wardle, his wife, - refun real estate' taxes I Savings Account _ No. 1-15422-7 _ Commom~ealth National Bank (formerly ~le First National Bank of Shippensburg) opened October 6, 1969 ' Accrued interest on above Savings Account No. 1-15422-7 to date of death Checking Account _ No. 511-520-4 _ Commonwealth National Bank (formerly The FirS\ National Bank of Shippensburg) opened prior to 1973 . 24 82 Purchasers of real estate, John J. Ijardle and Joyce B. Wardle, his wife, - reimbprse- ment for fuel oil purchased \ 103 43 United Tele~lone Co. _ refund on final bill 5 75 Cumberland Valley Cooperative Association - preferred stock, 30 shares @10.00 pc 300 00 share Cumberland Valley Cooperative Association - common stock, 1 share @10.00 per sha e Cumberland Valley Cooperative Association - preferred stock dividend Cumberland Valley Cooperative Association - cash patriot dividend J. Paul Fogelsanger Insurance Co. - refund, fire insurance premium Property rebate check - Commom~ealth of Pennsylvania, 10 00 12 00 7 79 51 00 227 58 71,798 99 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' J 'I,,::;, /;? , , '-__.11 "".J / 7 Ii) P. ,\ DATE !l \),. ' ' 'I U , /1 ' ESTATE '--'\lQ~o,.-, --h1 -In 000 'J (': ' ),' '; (-- '---"'" FILE NO. ,;:;..' /.. (1/0 - I b (; COUNTY LI. J./V(~' Il",~{.~ :..1 DATE OF DEATH"'tro It '7 /Ci ,fI) END: a 1- i( (J - /?. ? TO(') It --r--( ,J iJ-- I I (", ,~, 7': \ .$) ~-l;-' _~".t'" ~7~" 'v~J" -1 I "~ ~;~~., . I ..- Cr. I Cf~){, Amount Taxable @ 15% Rate $ ;1/)' ',/() (). ()() +l/-Y q :l ,~I 1j? + S ?/ '7 c; ;( C/9' r (;, (, /(... X '71.) " I (. ..., ) \<-~ ~.c' s --.;:.1 -- .. I., ..- .~~.. .- J); ,., y- ",,7 :S '---~ (} ,':$ . S ) Vo () 00 $ tax due (X!)O O() tax due $ Appraised Value of Estate: Real Estate Personal Property Jointly Held Property (Transfers Total Gross Estate Total Approved Oeductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate ",,77r) oil TOTAL PENNSYLVANIA INHERITANCE TAX DUE s d "Ii), (Iii '* '* 111 111 .. .. A five percent discount totaling Inheritance Tax is paid by s will be granted if the Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT / (J .a.;;:;j !I - s,-,') \70, 0 I) + s s = -"n S d I () (VI + = + = 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 BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE ; -I S I ,;/( " ,,)J is Assessed by: j,'," /!~ Sell Informlltion on Rcvtllse Side Agent IOfjthO co~,~nwtllllh / )(:' ~/~-' _,(-;~:.,F' . / ,.7 ,': // l/ ..i-.....- , ,'" REV.4t;5 it.SO) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE 'fAX RESIDENT DECEDENT "_" I. 1;-. . . . SCHEDULE "F" STATEMEi',T OF DEBTS AN\) DEDUCTIONS ;.~:.,..;..I. ,._.!_~';~.;;~:?_:"/.::~~_~--,.-,-L-~/_.f _".'. Estate of Helen M. r-t:!11 Date of Death March 7, 1980 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: File No, 21-80-168 - Claimant Claimant's Address ITEM NO, DATE NAME OF PAYEE ennsylvania Power & Light United Telephone Co. ricker F\meral Hone land law Journal . Paul Fogelsanger, Inc. a. DepartIrent of Revenue e News-Qu-onicle Co. shall Naugle ale Real Estate Beverly Rosenberry, Tax Collec I!~rl~r ry, '!he News-Qu:onic e Co. r1olationship to Decedent REMARKS eral Expense dvertise Letters Testarrentary uel Oil Account ccount IaneOllJ1eI' 's Insuranre 1979 Incane Tax Return vertise Letters Testamentary ccount vertise Public Sale itness to Will itness to will praisal of real estate Str J.i.gbting Real Estate taxes Advertise Public Sale Permsylvama Pa.-Ier and Light H. J. Tanner, Inc. Account Fuel Oil Account o FICIAl USE 0 l DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ JC>! ,~, .~7t(-, AT I 4' OJ I' , J / /, I (',' / ,;. . ,/li _/ )/1 / r~[OISTEr~ioF WILl.S AMOUNT 20.77 7.35 2,070.50 18.00 119.19 16.69 76.00 46.50 15.00 11. 32 115,20 10.00 10.00 40.0 13.20 42.21 107.28 13.58 103.43 35.00 rs 44.00 150.00 PERCENT, I j. II rJ( DATE "r REV.455 (l.aol COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE uF" STATEMENT OF DEBTS ANO DEDUCTIONS crnTINUED _________...:==.===-::;..:;--"""--...--=,::=.:='""=--=-..:."'~-.;=;::~:..".....;- _".:..::..c:.....;~":.-;.:--_.-." Estate of Helen M. Mell Date of Dealh March 7, 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant'$ Address '* ,. ...~~ I . ,w:ill~\ #, "" '. l . . File No, 21-80-168 . - , -, ITEM DATE NAME OF PA VEE REMARKS AMOUNT NO, ~~~er or IJeeQS 9f rlaIlO , ~ltY-Tr '1'"" --258.00 lva11l.a bbert J. Yocum, Attorney rofessional Services Rendered 4,975.00 ennsvlvania P~r & Licht count 9.75 !r, ana~Mrs. Mar~hall Naugle, s~s~ce m prepanng oeceaent's 27h_M alnut Botton. PA I~eal arrl personal property for~ Penns"lv"n;" paver and Licht iAccount 3.77 - , ,.- -' ,. .. \ . ~ ,""""",,,,1 8 616.74 I hereby certify that to the best of my knowledge and be~% 'It ~g is a just and true statement of debts, funeral expenses and expenses of administ,ation submitted t,J'~ a ,ed[ZQ /or Inhel~~~Tax purposes, MAl lit .J ~d4i'lhW,,l /.~ 10/23/80 /7-'- SIGNATUR Ob TTORNEY/F1DUCIKRY DATE , OFFICIAL US ~Y DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S '11:(, ( !', 711- AT '/'/ I' , , /..:(,< ( I' ,,/ . ~: J /' I~, ({ '- / REGI5TER"0f7WILLS " 1.'5: i') (j " PERCENT, II t-' (',.., ... / "'(lU DATE " GENERAL INHERITANCE TAX INFORMATION \ Unsatisfied liabilities incurred by tlw decedent prior to his/her death arc deductible against his/her taxable estate, In addition to debts incurred by the decedrmt or estate, other items are claimable including the cost of administration, uttorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker, All debts being claimed against an eslate are subject to the approval of the Register of Wills with whum 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 spollse, or if the spouse has forfeited his/her rights, tben any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent, r "" " n > r:1 > ~ z > 0 0 " [J1 Z " Z C'1 n c:: " --i 3: ~ r:1 r:1 ~ Z ;0 > 0 - 0 z Z r:1 --i r:1 --i Z 9 0 --i -< [J1 tT1 - [J1 Z 0 [J1 0 --i ":1 ;0 0 ":1 ~ ~ 0 '<1 0 '<1 - Z n - > t" c:: '" r:1 e;, I 0 t.:. ,-- ;.:-..... Z r.~;,- S; ti:.. ..... u -< 0- ~3 -< ~ ~. . r:1 r:1 ~I-h. :<-:~:) ~ > ..:;,-=.. "'" <"Z ;0 6;~:, N :1:<1: lIJI....l I- &:-' o~... g ",0< 0:"'; , .u 8~ ~~ ..,"" 0 i.:j:;.) a:"" ~ -10 '.J 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 amollnt of eaell debt being claimed, 7, The form must be signed'by the person who has assumed the responsibility for paying the debts, " Commonwealth J~ National Bank ~ June 17, 1980 Robert J. Yocwn Attorney-At-Law 116 East King Street Shippensburg, PA 17257 !-JELEN M. MELL ESTA1E (DATE OF DEA1H - MARm 7, 1980) We have listed the Commonwealth National Bank accounts of Helen Mell as you requested. These accounts are registered: Earl Mell or Helen Mell. 'JYpe of Account Account Ntnnber roD Balance Accrued Interest 41,775.48 $58.99 Date Opened opened prior to 1973; exact date unknown October 6, 1969 Checking Savings 5ll ~ 520-4 1-15422-7 $ 24.82 Please contact us, Mr. Yocum, if you have any further questions. jJJt1J- t. ,,,~ ROBEttTvC. CRODSE--ASSISTANT VIm PRESIDENT ss TIle Commonwealth Natfonal Bonk, 1 West King Street, P. O. Box 40, Shippensburg, Pil. 17257 (717) 532.2151 QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material nmt of his estate willlOul receiving valuable and adequate consideration? (Answer "Yes" or "No",) no 2, Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party or parties (including a spouse) in joint ovmershin? (Answer "Yes" or "No",) 1l!?-- ' 3: If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the fOllowing information: . a, Age of decedent at time of transfer, nla b. Copy of death certificate, c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer, d, All other information supporting nontaxability of transfer, 4, Did decedent, in his/her 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/her death? (Answer "Yes" or "No".) no a. Was there any possibility that the property transferred might return 10 transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) RQ b. What was the transferee's age al time of decedent's death? n/n 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ~ b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) no , 6. If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others, nla 7, Did decedent in hiS/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) no 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) no 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) no I1EV.4S3 (l.SO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENuE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "D" OENEFICIARIES Estate of Helen ~I. Mell (Imtfw:tioflS 0/1 H(!vcrst' Sic/e) - - ~===- BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DA TE 0 F INTEREST OF BENEFICIARY DECEDENT OIRTH . ,Harry .John Palm __.J;.<!!1ll!!!----, _Y~__u Specific Legatee 4 Creasant Drive ,-- -' New r"m"er1and PA 17070 Carol Sue Palm (Umbenhauer) Cousin Yes Specific Legatee --- 112 Pleasant Vie\~ Drive New Cumber land, PA 17070 Winifred Naugle none Yes Specific Legatee -- ,-' Walnut Bottom PA 17266 Mary Lautsbauch none Yes Specific Legatee Walnut Bottom, PA 17266 I Eleanor Keck Cousin Yes Specific Legatee 75 Broad Street --------------.----- -~-----~._-- ---_.._--~-- .^._-~---- , Newville PA 17241 Anna Sclichter Sister-in-La\~ Yes Specific Legatee \ - 12 South Walnut Street Walnut Towers Ant. 202 , Hacerstown. MD 21740 -- ._------~---_._..~-- __..__..__...____m - n_______.___~ ------------.-.--.- I Ruth Gabler Cousin Yes Specific Legatee ----..-.--.----....-- \------- ...", ' n___'__"_ ---...-....-------.----..--..-..-...--...--...------ \ 604 Wilson Street Car lis 1e, PA 17013 I -- Lee Fickes Cous i n Yes Snecific Legatee I - R. D. 1/4 ,------ , i -,,- ~ --_.~-_...~---- ---..----- , Newville, PA 17241 , i I Teet ' Fickes Cousin-in- Law Yes Specific Legatee i - , #4 , R.D. t , , I Newville. PA 17241 - -----.------. --...._~...__._-- . ~------ , Trinity United Methodist Church ---- -------...--- Remainder Legatee , ---~- , Walnut Bottom, PA 17266 i - ---- -'-'--"~'---- -- - _. -' . ......_."_._...n__._._n .--~ --- .-...--- ..------ -... --...-- - ..--- .. I The above beneficiaries are living at this time except for the following: --- -.----L--- -, DATE OF DEATH _______L______. __,___,__L___________,,_, NAME fU:::V.4540.S0) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT * SCHEDULE "E" JOINTLY OWNED PROPERTY (lmjtructlons on Rovars() SldeJ Estate of Helen M. Mell .' p TOTAL E VALUE OF DEPARTMENT ITEM R NO, OESCRIPTION MARKET c DECEDENT'S VALUA1'ION VALUE E INTEREST (Ollici.?! US" Only) N T NONE , " , ,.' ,I ' , ''''. , TOTAL THIS PAGE 00.00 0 -~1!.tC REV-464 EX+ (3.60) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21-80-0168 Estate Name MELL, Helen M. Date of Death __03/0?!~_~_H_____H____ 201-42-6392 Social Security Number REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tox Appraiser in and lor the County 01 Cumberland Pennsylvanio, do respectfully report thotl have approised the reol ond personal property 05 reported in the loragoing retum at the values set forth opposite each item in the last column to the right in Schedules itA", IIBII, uelf, and IIE" Doted: October 23. 1980 ,~/t ~ "It',; J 'It'/l'il a ,v j ) INHERITANCE TAX APPRAISER INVENTORY VALUE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedule B) Jolnt.Held Property (Schedule E) Transfers (Schedule C) s 25 800 00 00+ 45,998 99 to+ None 21H None 30+ 71,798 99 40- 92+ TOT AL GROSS ASSETS Leu D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 93- Valuation of life estatC$ or I o"nnultl... . .. . . . . . . . . . . RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONL Y Tax on $ ~ COMPUTATION OF TAX S $ S $ 6% Tax on S 15% Tax on $ T ox on $ Tax on $ $ ~xemptlons Total Estate TOTAL TAX INTEREST FROM BALANCE TO $ $ S Less Credits DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST S l- S S = + = BALANCE S INTEREST FROM TO __ S BALANCE DUE S TAX CREDIT $ '" '" N p.. ~- "" M .x:: III ~ ~ ..: ~ ~ ~ p.. 0 E-< Z ~ !:= o-l a 0 :>< o-l <= 0 r>J 0 '-' ~ '-' '-' 'OJ '" ~ 0 ~ ;:J . '" ;:;: Z M ~ '-' '" <( el .x:: " OJ - '-' <= 1 u z o-l " ~ - gj 0 ..... ~ 0 en U M N ~ - 0 ~ ~ ~ 0 ~ r- 0 '" 0 z 0 '" tI) :>< r- ei - ~ z 8 ~ r- ~ z z ~ ei - 0 >>:: 5 ~ ~ ~ z ::;; z 0 u " ~ - ~ '" ~ 8 0 ~ z ~ - ~ 0 ...l , , n IJ. r:): ,'- , t'.:.J"; .. , 52:' ; :"" U "'- C, ~:~ ~.~ &.....t. 0' ,~, ~:r: c.~;~ ("oJ , ;F::: L.:.;ll) 2~: ct... 1-- ",<r. C 0'- c:;, u(.:; I.t,JhJ ;;r.;.;;:. a:'" CJ ~UL; 50 -" , " .,-V..At""_,,, \1 il ii :i \i ii Ii ,I II \ BEING the same real estate which John A. Wyrick and i Berenice M, Wyrick, his wife, by their Deed dated I M--Jrch 10, 1970, and recorded in the office of the i Recorder of Deeds in and for Cumberland county, pennsyl- Iii vania, in Deed Book "0", Volume 23, Page 265, conveyed to Earl H. Mell und Helen M. Mell, his wife; and the \i said Earl H. Mell died March 18, 1972, survived by the 1\ said Helen M. Mell, his wife, and the said I'lelen M, Mell \' died Testate, as aforesaid, March 7, 1980. PUBLIC SALE PRICE I I PERSD.\lAL PROPERl'Y: I Net proceeds fran public sale of miscellaneous \ household itans and miscellaneous personal property \ Kanper Insurance Co. - refund, insurance premium Cash at hane \ purchasers of real estate, John J. \~ardle and Joyce B. Wardle, his wife, - reimbursement, real I estate taxes ,\savings Account - No. 1-15422-7 - COltffionwealth \' National Bank (fonnerly The First National Bank of Shippensburg) opened October 6, 1969 I Accrued interest on above Savings Account I\NO. 1-15422-7 to date of death !Checking Account - No, 511-520-4 = commonwealth \INational Bank (formerly The First National Bank , '[ of Shippensburg) opened prior to 1973 II purchasers of real estate, John J. Wardle and I\Joyce B. Wardle, his wife, - reimbursement for II fuel oil purchased \'> United Telephone Co. - refund on final bill ,\ cumberland Valley Cooperative Association - l\iPreferred stock, 30 shares@lO.oopershare lcumberland Valley cooperative Association - . i1canmon stock - 1 share @ 10.00 per share \ICumberland Valley cooperative Association - ipreferred stock dividend Ilcumberland Valley Cooperative I\SsociaCion - I!cash patriot dividend " !\~. Paul Fogels~nger, Insurance Co. - reflmd, fire I ~nsurance pramUffi I!Canmonwealth of Pennsylwmia - property rebate check n I' " il ,. TOTAL PRINCIPAL DEBITS Ii I, ii >1 1\ ii !i \:1 II >, l~ i !~:~~. ~ 97' "f'A ,'0'1 -2- $ 25,800.00 3,231. 25 1.00 150.86 39.04 41,775.48 58.99 24.82 103.43 5.75 300.00 10.00 12.00 7.79 51. 00 227.58 $ 71,798.99 PRINCIPAL CREDITS Pennsylvania PCMer and Light - Account United Telephone Canpany - Account Bricker Funeral Home - Funeral Expense I Cumberland Law Journal - Advertise IR.tters Testamentary H.J.Tanner, Inc. - Fuel Oil Account I Pennsylvania PCMer and Light - Account I J. Paul Fogelsanger, Inc, - Hanea.-mer' s Insurance I, Pa. Deparbnent of Revenue - 1979 Incane Tax Return I united Telephone Canpany - Account I The News-Chronicle Co. - Advertise Letters 'Ibstrunent,wy Public Opinion - Advertise Public Sale I Lenore Heberlig - Witness to Will 'Marshall Naugle - Witness to Will Hale Real Estate - Appraisal of real estate Beverly Rosenberry, Tax Collector - Street Li"hUng ,Beverly Rosenberry, Tax Collector - Real Estate 'I'axes I The News-Chronicle Co. - Advertise Public Sale Pennsylvania PCMer and Light - Account H.J.Tanner, Inc. - Fuel Oil Account Gordon H. Baker, Realtor - Appraisal of real estate I Robert J. Yocum, Attorney - Cost advanced by Attorney for I Letters Testamentary and Probate of Will Register of Wills of Cumberland County, Pennsylvania _ I File Inventory, Appraisement and Statement of Debts and Deductions 'Recorder of Deeds of Cumberland County, Pennsylvania _ 1% Realty Transfer Tax Pennsylvania PCMer and Light - Account Pennsylvania PCMer and Light - Account I RESERVED TO PAY: Register of Wills of Cumberland County, I Pennsylvania - Pennsylvania Inheritance Tax RESERVED 'IO PAY: Register of Wills and Recrcrler of [)cc..'ds I of CUmberland County, Pennsylvania - File Account and . Schedule and Rerord Releases, Notices and Affidavi ts I RESERVED 'IO PAY: Robert J. YOClIDl, Attorney - Professional Services Rendered, Attorney and Executor I RESERVED 'lD PAY: Mr. and Mrs. Marshall Naugle - Assistance II in preparing of r:ecedent I s real and personal property fOI: !, public sale I' I' il 'JDTI\L I'RlNCIl'l\L CI~mJ'J'fi 1,1 INCOME DEBI'I':> :j --'---" " " i!ccmnonwealth National Bank - Interest: on SaVin'lfl flCCOllllt !INo. 1-15422-7 II '. Ii I 'l" ~3;: ,IG-5 I, Ii _)_ II II $ 20.77 7.3" 2,070.50 10.00 119.19 ](,.(,9 7(,.00 4(,.50 lJ.32 J5.00 115.20 lO.OO ]0.00 40.00 13.20 ~2. 2J L07.20 l.l. 511 103,43 35.00 44.00 9.00 250.00 9.75 3.77 270.00 150.00 4,975.00 276.00 -~----~--- $ 1l,llllG.74 ..-u......._.....~ $ 243.90 , 1:1 Mi \ ~~ p<!ij I_\,\ i: s ':',. H -", Ul t,~, ~ 0 t~l ~[:l ~ ~'Y ~8 J ~I Ul i ~e 0 c " D ., .. IJJ-' '. (.;.:'"' . c:,"; n. ~-~.: '::: tl...l. or.::: C'^I :.~~:.: ....;..... 0(< :'>J _L, LLJ!..l.: nM DI-.. 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