Loading...
HomeMy WebLinkAbout80-00175 ~' ~ ~ '12; . m ~ P-< . .. H ,\>-I tIl ~ '~ i .~ , , I'"~ ,0 .. 'Eo< ~ ~ . H . ~ ~ ~ ~ ~ H ,~ 0 '8 CO . .-' .s N 'lR. 0 \0 ! 1: III No, 21.80 175 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of LESTER L. lUClIARDB..-SR.- , deceased, To HAROLD B, McLANE, in the Commonwealth of IS Petitioner(s) me the execuLo1.'--_ named in the Last Will and Acting Register of Wills for the County Pennsylvania, of Cumberland, Testament of Lester L. Richards,~ dated .Tllnp 1';. lQ77, Decedent was a citizen of the United States and a resident of Township Lower Allen ~ Cumberland County, Commonwealth of Pennsylvania. Decedent died on the ?qt-h day of No"smbGr A. D. 19_ZL-, in the County of AlJPEhpny , State of Pennsv1 vania at the age of R 1 years, ~as ~ ~eR Decedent has not been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of less than $45.000.00 and of real estate to the value of , Q~ Therefore, your petitionerg,) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. March:'.17, 1980 ,V . "---?,:7 //, /")~ V~-V::~J' , \- Name and address Lester L. Ricnl'lrds, of Petitioner(s) Dated Jfi G,..;nnpl n,..;u~ r.~mr Hill.?A 17011 , COMMONWEALTH OF PENNSYLVANIA f ss COUNTY OF CUMBERLAND LESTER L, RICHARDS, JR, named in above application, being duly ~,.m"n according to law say(s) that the statements set forth in this petition are true to the best of hi" knowledge and belief, ' SWORN and subscribed before 1- ~~ ';;7:ee},-jb ~. me, March 17 19.B1L-- ,--~Jd1~14flLB, 'lI{C ~:/C''I\!DeputY HAROLD B. McLANE, Acting Register ~o~o , Filed; .;) 1,J't;J -/7.5.- 1980 j I "- '- /'( 06 ......J DAVID R. DODD, Esquire ,--;;;-:1 Attorney: 3133 Chestnut Street :'l-::::}!.v-, Camp Hill, PA 17011 L~ ... , " '. " ,. LAST WILL AND TESTAMENT I, LESTER L. RICHARDS, SR., of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, revoking hereby all wills and Codicils heretofore by me made. FIRST: I direct that the expenses of my last illness and funeral shall be paid by my Executor as soon after my decease as may be convenient. SECOND: I give and bequeath the sum of One Thousand ($1,000) Dollars to each of the following: GLADYS SIMPSON, JANET BEYER, HARRY M. MITCHELL and DONALD MITCHELL. THIRD: All the rest, residue and remainder of my estate, personal, real, and mixed, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my children, LESTER L. RICHARDS, JR., ROBERT L. RICHARDS, JAMES E. RICHARDS and ELIZABETH R. McKEE, equally. FOURTH: All taxes that may be assessed in consequence of my death shall be paid from my residuary estate. 1. FIFTH: My Executor shall have the right to sell at public or private sale for such price or prices as he deems best any and all property of mine and no bequest that I have made in this will shall be a lien or charge upon the real estate. SIXTH: I hereby constitute and appoint my son, LESTER L. RICHARDS, JR., Executor of this my will. In the event of the failure of my said Executor to serve or to continue to serve as such, I designate and appoint as his substitutes and successors, my son, ROBERT L. RICHARDS and my daughter, ELIZABETH R. McKEE. I direct that no fiduciary of mine shall be required to enter bond in any jurisdiction in which he or she may act. IN,WITNESS WHEREOF, I have hereunto set my hand and seal this 15th day of June, 1977, at the end hereof, composed in all of one (1) page. ~ "~ . ~E 'f e~L~t ar s, r. ~ SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator, LESTER L. RICHARDS, SR., as and for his Last will and Testament, in the presence of us, who at his request, in his presence and in the 604 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J 55: J;.!'.~,!,Y;~):.,,- J~~c:~RP.E, ,.:rR.__, - ' ..,.. ,- , ,,'," ----- -- ---,--,-,.,---- ---'-- ------ being duly ~,~orn _,_,_,___'___ according to law, depos.s and says that he ..is__the---Exe,cut,oL, --- " _____ of the Estate of .--L.e,s.t.e.r-Iu.-Ri,cl1a.~ds.,.-SL late of Lower Allen Township, , Cumberland County, Pa.. deceased and that the within is an inventory made by Lester.._L._,Richards,_Jr,.,- ,-,-,---" the said..Execu.tor. of the entire estate of said decedent, consisting of all the personal prop.r1y and r.al estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each itom of the Inventory represent it's fair value as of the date of decedent's death, SWORN and subscribed before me, :><__~: q :7 g ..Jwc;.' E'Il.8eutor.~HtlO>>.X:tX eX rna.;? 0~ .,Z) , 19BO ~ ~6 Grinne1 Drive llimA D. DODD, NOtl1ry Public cemp Hi:!, Cumberland (0., Pil. My Commission Expill:S Dec. 15, 1980 !C.@\p__ll.iU~,J;nnsy1Vilnia 17011 Addr." Date of Death _.-19th____ Day Novemqer Month 1979 YeBf INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative, 2, A supplement inventory must b. filed within thirty days of discovery of additional asseh. 3, Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949, \ 1 I: '\ . " ~ >- .,; "0' ~ 1\ ... w .~ ~ 0< ... :'" "- W 0:( ,~ '\ a.. ... ,u \ 0 V> ~ ~ 0 w w C '" ~ ~ J: 0< ~ t- o.. d ~ a.. c Z ... ...J Ll. .- ~ -' 0:( 0 a.. 0 Ll. H' :l: ~ W 0 0:( w p:;' .;.. ,0:( I > Z 0< ~ .1 k ~ Z 0 c C <!J ~ " .; 1\ V> z HI ~ 0 ~, ~ 0< U Z w 0:( 0, ' " ... a.. ~l Hi "'0 " ,", c 1\ ~ 1\ 8, - ;: Ul' 0 ~ '-i, [iI! .0 .>< ~ E \1 H, ~ ..!! 0 ~ ~ 0 -' t: u: '" Inventory of the reo\ and personol estote of ...-----1~S~]:.l5J.-'-.BICMBP-Q ,_S,R.-,----- deceo sed, ----~----- _.----_.--_._-~_... REAL PROPERTY None PERSONAL PROPERTY Balance of checking account #424-9778, Mellon Bank, NA Social Security Funeral Death Benefits Certificate of Deposit, Mellon Bank, NA, #N-18800 Accrued interest and special savings on above certificate Harrisburg Typo Unibn, #14, Mortuary benefits International Typo Union--group death benefits Insurance po1icies--Mutua1 of New York #557-0971 ($1,076.61) Metropolitan #4351633A ($1,076.39) Metropolitan #0009267 ($1,005.75) (*a1l insurance policies payable to beneficiary Lester L. Richards, Jr.) Refund--medicare payment Refund --medicare payment Refund--medicare payment Additional Social Security benefit payable up to date of death TOTAL \ -0- 00 3,383 59 t 255 00 100 r'OOO \56 \, 2,213 \ 150 \00 Ii II 500 00 I, I I -O- DD * I \ I 27 00 I \40 54 12. \24 40 \00 6,635 79 I I I , REV-449 {B'1el COMMONWEALTH OF PENNSYLV 1\1'1IA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS * :;; ( ., fti.- !J 5)- COW'lTY OF ~JJ.I1l\~RLMlD R.SIDEN'T llECEDEIH IMPORTANT, This return llIUSt hr (ol11ple.tl~t1 in IIl,,,til ami filt:d in tlUpltClllc, with all atladll~t1. with lhe Ih~g,iswr (If Wills of Ihe COUIHY \\'ht~re decctlcnt rL'sidcdi Rl~IUIIl is due within ninc months aflt'r <.laic (if death. unless nil cxtc/l!-iiol1 is grunted by thc Secretary uf Ilc\lCllUC. (Sectiun70:l of the Inht'!itllIlCC null Estate TIU~, Aet!lf 1961.) IN TilE MATTER or TilE ESTATE OF } AFFIl1AVIT OF EXECllTOIl AIlMINISTRA'IOR LESTER L. RICHARDS, SR. (STATE FUl,1. NAME OF DECEDENT) Lat. of _c.:~~J,-anc;l Counly ------- Stat" of 'I , ,"$", .I Les ter L. RicharQ.J._,_JJ" 01 tho ,,"slolc 01 Ihl' Ilbovo-nomod docedent blling duly sworn, depose S und ,oy S Pennsvlvan~ Coun'yof Cumberland Exccutor , ~XllflX . 19 19_J :ostole Icoving 0 last will, copy of which is heroto otlaChnd.} ~1nIOslnte Deeedenl died November 29 (MONTHI Hame and oddress of attorney or } other outhorllOd ,,,pruentotive to whom all c,)".,pondence should be mullod. (DAY) Davi,iLR...J20.dd, ERg"; rp 3133 Chestnut Street Camp Hill, PA 17011 Thilt as such Executor deponent is familiar with the affairs of said estate llno the properly constituting t EXECUTa H_ADt.1INISTRA TORl the nsscts thereof and their fair market value. That al the time llf death lh~re was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or dcpUlyof another, or in decedent's individual namc, with right of access by another as agent or deputy. with the exception of the following: - NAME AND AOD~~ESS OF BANK OR OTHEA INS1'lTUTION IN WHICH DECEDENT RENTED A SAFE DEPOSI'r BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT tl =-~-= That the contents of said safe ocposit box or boxe,s arc itcmizcd under Schcdules A-E of this return, with the exec.ption of the following, for the reasons hereinafter set forth: none I I I I I' ' I i I I I I I I I I ! i That Sch.dvl. A attached hereto and made pari hereof sels forlh fully and in detail .11 the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances ~pon each p...rccl of real property at the date of death, giving the ainount still due at death, name of mortgagee, date, rate uf interestl and book and page of record thereof. It also sets forth in the columns pCClvided thercforc the assessed valuation of each of said parcels, the estimated market value thereof as of date of death oj decedent. That Schedule B attached hcrclo and maJe part hereof sets forth fully and in detail all personal property whercso\'cr situat~d owned hy the decedcnt at the time of death; all moneys Icft by the decedent at the time of death, whether in dcccdcnt'j; immedialC possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other in:aiIULiol1s, whether individually, or in trust for any other person or persons giving also separately the accrucd illlaest thereon, if any, down 10 the last intcrest day l1riOT to decedent's death in the case of sa.vings banks, and tu the dute of dcccdcntls death in all other t;aseSj all honJs, postal savings, treasury ccrtificHtcs or II utes ami olher e"idence of indebtedness of the United States tll the de. cedent; all oblig:llitllls, whcthc:r by statute or i1grccmcnt they i1rc dt~sigl1aled as tax frc:e, of the United States, or any stalc, or political subdivision thercof, or of any foreign counlry, which l\l'C owned ntlhe timc of death; all wearing appalc1, jc',,-'clry, silverware, pictUfL'S, books, works of art, household furniturc, horses, carriages, automobiles, boats, and any and all Ilthcr personal chattels of whatsocvcr kind or nature, ldt by decedtnt, together with the fairly estimated ll1;),rkcl value thereoC; all hands and mortgages htld by llecedent anu'of all claims due and owing decedent at the time of death, and all {'Irnmissory noles or other instruments in writing. fOf the payment of monl~Y of which d~ccdcl\t died posscssed, of wl1atsoe\'cr nature, with inttrest thereon, if any, giving the face value und estimated fair market value thercuf, and if such estimated fair market value be less than the face vulue, it sets forth briefly the reasons for such depreciation 1!S to each item; all moneys payable 10 the estate from life insurance: policies carried by deccdenl; all annuity and endowment contracts the proceeds of which were pilyO\hle upon the ueath of the decedent; all and the corporate stock!!: und div'idcnds allc thereon and unpaid us of the date of dClIlh, bonds and accrued intercst thereon to the dute of decedent's death nnd other investmcnt securities ownt.'d by the decedent ilt the time of dcath, with the market vRlue there.. of at'.such time. In t1w (lUse of' s(l('urtties of close or f'lllll11y (~ol'pcrl1tlonH, t.he vllllles report.ed arc dB {'nr Uti p,)SHlbltJ HlIbslflIlLiIlt.('lt by f'tn'\1\ct'\1 ~1.I\te"l!mts 01' thl! cOl'pnrut.lollfi, show:'ll~ !.he uss~t.s lU\d llllhJ1!t,lc:-j tht.'reol' liS nt' t.111~ tlntc or 1\f!II!.h. 'rilP. schl~dlllp. nlso rwt.s f'orth t.Iw Int.t!reSI, of decertenL IlL thfJ t.JmO of' dl!/Ith In t\tl~' co-purtnershtr or IJllstnJ's,,;, nnd In support. oj' UH' vallie ot' such Intert'st. th(!I'H Is lH\neX'~lt to 5/11<\ sclledllln, f'tnullctf\1 st:lLp.mnnts ..ho'NLng t1w!\ssnts nnd Ilnlllllthll., of' snld CIl-p!l.rtnershlp or hlls1ne~Hi. ,\ copy of L1I1' co_purtnershlp ft/!,r~enll~nt., (If arnl, fl sl.nt.e!nrml sl~tUnu; !'orth the nHt.uN~ 01' th,~ Ilc;rl~emOJlt) togl..tllf.'r with 1\ stnt('mrmt. s~tllng !'ort.h t.1I(! ctmrncl.er of t.h.... hl\slflf'SS, Its )ocnllon, tlllll sucll {)t!lI~r ('fiCts jH'rtntntfl~ to the husLness ns lMY he pcrlL1U~1I1. to 1l full' llTul .lust flI1JlrnLsnl of' t.1m dQCl~tlent,'s tnt.erest thcflJl.n mll~t he suhmlt-troll. It. should I.l.tsn set l'ortll In It.l~mized f'orm, to~~et.llf~r wIth t.he fnlr mnrket. V/l111c thcTf~(lf', Imy other propert.)' owned or hf~q\lcnt.hecl by t.tlf! dcel~f1ent, fit the Un\(! of f"~nlh. The Schedule C Ht.tnched heret.n nncl mhdn '1lIrt IIm'eor ~r~ts fort.h It trlle nnswer t.o f~l1ch inquiry contal.ned therein find in Ule ensi":' 01' trllllsfers of'property. rel\l nl' pcrsnnnl, within two yenrs of decedentl s ctellt.h, In contemplo.tlon of rleccclcmt' s 11i":'Ilt.h, or fntcl\ltctl to t.1kc effect in PQssessJon or en.Joyment at or nl't.er dent.h, snill schedule l-icts fo:'th the Tl/tturl~ I\lIrl vllluc of such pl'operty, to whom I.rnnsl'r~rrl!rl, the relationship of the trnnsferees to the Ilecelhmt., t.he proport.1onate shure received by e/lch tronsfcrec and nIl other fncts of It pertinent. nnt.ul'n I'egnrdlll,l!; sni(\ t.rn!lsfcrs. In the Cfl!';e 01' trnnsl'ers l.ntcndf>d t.o tnke eff'ect in possessIon or' enjoyment Ilt or l~rter Ilenth, there is nlso lit,tRciled to the schedule n copy of' the deed, trust ngreement or ot,hel' Instrument. erellUng the trust. 'l'IH!rl~ Is lllso set forth in said schedule 11 list. of nIl property, rea.l tl.nd per~wn[ll, with U.s value, which pll~ses nt decedent's ctellt.h hy virtue of' the exercise by decedent., either indivIdually, orjoint.l~' wIth another, or /l.ny powel' of l1J1point- ment. vest.ed In decedent, either iml:1\'idunlly or Jointly, by the will, deed, or ot.her instrument of' fll1other, wlth u copy of t.he instrument crentiTlf!; such power nttnched t.o the schedule. Thnt Schedvle 0 nttachell hereto /lnd mude plirt. hereof sets forth the nn.mes anll addresses 0(' Illl persons henefici/llly int.crested 1.n t.his estllte nt. the time of' decedent.' 5 (leat.h, t.he nuture of' their res- pective interests, their relat.ionship, if /lilY, to lhn deep-clent, together .....ith the ages at the t.ime of decedent's death of all minors, nnnu1.tunt.s nncI beneflclllrles for life unfier (lecedentts Will. it also contains 11 stat.ement showing which of the heneficiaries nmnecl i1l t.he lh~ccdent' S will, if un)', rt.led prior to decedent, the da.tes of their denth, tl1eir issue, uncI the rl~lllt.tonslllp of such issue to the bellfJf'icillry. 'l'hat Schedule E llt.tached hereto Elnd mllrle 11 part hel'~of' sets forth all property, renl a.nd per- sonnl, owned by the decedent. jointl)' with unothel' 01' other's, inducting i.ntnngtble, standing in the name of the decedent. and others, pluS the date find place of record of instruments effecting the \est1ture of real estate nnd the dale of l1cquisit1on of personalty, plus the nllme, Ilddress and relationsh1}1, if any, of co-owners to the decedent. Thllt Schedule F /\ttl1.ched hereto llnd made ll. part hereof sets forth fn] iy and in detail all debts and deductions claimed for nnrl on behlllf of this decedentl s estnte, inclucling funeral expenses paidj famllyexemption, where Ilppllcahle; costs of administration or this estate; counsel fees nnd fudicinry' 5 commissions pll1d or to l)e paid; cost expended for burifll trusts, t.ombstones or gl'Dvemarkers, allll reli- gious services, in consequence of l.he deuth of the decellellt; debts nnd clnims owing nnd IIl1puld at time or death; taxes accrued chargeable for purlod ]lrior ,to decedent' 5 ch.'lith (except those allowed under Section G51 of the lnheritn.nce nnrl Estat.e 'l'IlX Act.); together with 11 statement of collateral pledgerl for obliga- tions, if a.ny. It is agreed tll/\t the fiduciary will present T1Poof 01' snid clailned obUgntions upon re- qllest, that if the umollllt actllully I'nld In s"t.tlement el' nny fcc, commlssioll or deht. 15 less thall the estimated amount cllliming /md nllowed, t.hat the same will he reIlortcn to the Register of Wtlls, Ami that the mnount of' tnx llsses~wd cnn be rellssessed In l1CCOrlllUlce ther\~wi t.h. Thltl the totllls of the IlJl\lI'ol'r1[d,e CtllllnUl5 tn Sehedules "IV, "B", "C", "E", I\nrl "1"" 1\5 directed therein, hllve been ca.rried forwnrd and properl)' registered in the Summary. Subscribed and sworn to before me this r> .. ..,.. ......, .. ..../:2 ~ ' day of '..,....' (.;j~ )), L'i1WI\ D, DC)IY\ lh!(1:V PI,bl:\~ (Cnmp H::' Cl.Ij,:L<.o!I,II~,I': ~" f',l. .N::;~onh-.~;;:i:):1 f.xr-il(;~ Dcc,15, lib;'; """"l/..lq."y""", ~~'" ,,19,,13..0, C/'-,1'-,U? tl ~~,~(~;;~(;Eii;i~~~;;t""C'L:i"......,...."..,-,.. 16"",GrinneL,Dri:v.e..................".........................,..,_..,_.._.. ( Street Number) C:,aI1lP "l:I~)':I,L"J'z;..,',J7.Q:I,,;l,'m"" ""..'"..,..' (City rn' Town and Stl1te) ~O'1'F: IJf~('lJr(~ si~ntng; l1ft'1rlnv1t mil!.:!! SU~~ Illl hlllltk spnees ill the Id'f'Jfln\'it. /lnd schpflule!;: IlImexclI nrc f'tll('ft in with th~tlllls or the word "Sone", IlUll In Cll~C t.he asset.s tnclude 1'111'4' 111111 unllsted sc('urtt.te::o, sl'!ellrIUI~s 01' close or 1'llI111l~' cor}lorllt.1ong or un Illll~rl~St, 111 lm~' cn-part.nership or buslne!:Q;, thltt the Ilutn Iltlri st.n.t.p-mcnts reqlllrPlllllHler t.he llH1'U/!,1'llph IlhO\'l~ l'e.1utf1\~ to SclH'dtll~ "B" Ill"! tll,tAlcht!cl. A150 mnke (~.!rll;111 t.hnt column #1 ill the "Sul1.nal'y" hilS bep.1l prolJerly cOlnl)leUHi Un Ilh()VI~-lllrectp.i1. . ' 1U:C.U (".7~1 CO/-lMONWULTH OF P!NNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDEtlI SCHEDULE "A" REAL PROPERTY . Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece. dent, Proporty held by the decedent os tenant in common with another or other, should be identified os to quantum of interest and the estimated value should be that of the decedent's interest only. (Property held os joint tenants with right of surviarship or tenancy by entireties should be reported on Schedule "E,") Tho roal property located In the Commonwealth of Ponhlylvonla should be (1) (2) (Jl dCllllcrlbed by lot and block numbor, .treet and ..reo' number, together with DEPARTMENT a genaral description of the property~ with 0 r.ferl!'nce to tho record of tho ASSESSED VALUE VALUA nOM convoyance by which the deceden' took tltlo; If 0 farm .tote number of 00 FOR YEAR OF ESTIMATED CAUTION ereSj also ,'aternont of mortgag" oncumbrances upon oach parcel at death DECEDEMT'S MARKET VALUE (Do not write of decodont. Toxcs, assas.ments, accruod Intoro.. on mortgages, etc.,ar. DEATH In ,hll space) to bo Ihled on Schedulo Hfrl and mu.' not b. doducfed Irom .hlt Ichadu!Cl. NONE , , , Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the losl poge of this return, -0- -&'9~ k StIl::: g:t ~t ~. = ,- . ~ =- ,- . E- - '0 0. 0 -<: E v , o' ....u;, S... ~ =' l/l t:: v ~ 0 . E 0. ~ . ~ c:: SUMMARY Ileul Properly Personal Prol1erty Trlll1sfcrs (Seh. HA") (Seh. "B") (Sch, He' ') \If'OSS Tnxable Estlltc f- '0 '.-/ ~ Z . ..c: " UJ ~ Ul " :;; . ~ .... " UJ . " rn I>: " ..J - Q <I: -.: Ul E-< VJ 00: u.. J:: ,~ :;;: Q. Q. 0 Ul QJ 'tl .~ 0:: -.: "UJ @ .-i m a.. " .-i a.. .c -"f- ~, <I: 0 f- UJ f--.: :;3 .0: .-i ~ :I: ....f- I-l = Cl z ,5 f- u I-l QJ = :z Om . u.. UJ H QJ ~ C. <I: " 0 I>: ~ ~ f- 0 0 0:: ,::;: 00: . ~ U -= 0 - UJ ~ a.. " ~ f- . UJ - I>: . Ul f- ~ " 0:: ';; -.: ~ 0 = ~ - 's :;; E-< 0 "" 0 Ul " ;; E :::'0 ~ ;; ~ E ==~ 0 0 ..l U U (I) (As Reported) none 46.635.7<) none $ $ $ $ $ $ ...A&,,-~.3 5 . 79 (2) (As Delermined) $ $ $ $ $ $ REv-453Ia-78) Page 2 SCIIEDUU, "n" BENI::I'WIAIlII ~s .,- ~ IJf}~ ~ ~(pt.;., ,.~\m;" ~~.,:~~~, ~l,:t~ "~L.tT.";-il..~~?b " COMMONWEALTII OF PENNSYLVANIA TRANSFER INIIERITANCE TAX RESIDENT DECEDENT , =--- ----....---. - - ~~......-~ .-- ~- .-..- ._._.~ ----. .. .----- . .----- 'T" ---....-..-,-- -~---_..._~.- - nENEFICIARIES Mm A!JIJ1H'SSES IlELATlONSIIIP (Stu tc full namcs lInLl nddrcs:-Ic!l of 1111 who (If slep-dli1drcn or SUIl\'II'I':1l ILITI': INTEREST OF huve aninleresl, vested, cOl1lin!;:lml or other- iIIcgitimntl: childn'll IlEt:EllI,NT OF BENEHCIAIlY wise, ill cstnte) llrt~ involved, Sln STi\TI~ Yl'S IlIRTB IN ESTATE fmlh this fuet,) OR NI) --.-..----. -- Donald Mitche),l step-son ~--- 56634 Brightwood Avenue -- --,.~._.- -- Elkhart. IN 46514 . ~---- ---.-. , - , , , -,--- f-- " - ,- I , -- , , , , , - - - , - - , ",- , -- -, .. . .. , .-.-. -.-.-.------"-.........-..--.....-- L___,_,_,__ _______ __,l_ Deponent further says that all the obovc.namcd beneficiaries arc living at this time except below: NAME =-----r DATE OF DE;..;~I ---=--"~ESIDENCE t- " E v. :: ~~ ll; ,/',.. C 'C ~ E 'e~ ..: ",0.0 E U 1- 0: S~] ~ V'i ~ U = 0 OJ E Q, :-: ~ ~ cz:: SUMMARY Rellll'roperly Pcrsnnnl Properly Transfers (Sdl. HA") (Sell. UB") (Seh, "e") Gross Taxable Eslatc f- '" ~ Z OJ '" UJ ~ OJ ::E ~ ;-... u UJ u '" OJ .J - c:: <l ...: VI e>: to. ,~ <i 0. 0. 0 " '" ~ a- u ...: uUJ .:: a- ..c: UJ ..c:f- >, <l ci f- f-...: . :c " 0 Z .:=.: f- ~ f- " :z 0 '" OJ to. UJ Q. <l 0 ~ ... '" c '" ,8 e>: -5 0 ~ UJ a- " ~ ~ f- OJ w ~ ~ '" V> f- 0 ~ .~ ...: ~ c c ::E 0 t, 0 - 's OJ c E :-;:::"0 " = E ::.:.....~ 0 0 oJ U U (I) (As Repurled) \ \ I I $ ,-.., (2) (As Delermined) $ $ $ $ $ - $ REV"484 (8"781 Co'u~ty, Number and Nam. Fila Numbar 21 Cumbcrlo,nd 21-80-0175 SUMMARY Oat. al O.ath Estata Nama November 29, 1979 (INITIAl.) COMMONWEAL T1i OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT OECEDENT Richards, (LAST NAME) Lester (FIRST NAME) L. REPORT OF INHERIT At-lCE TAX APPRAISER I, th. und...ign.d duly appaint.d Inh.ritanc. Tax Apprais.r in and fol' tho County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personol property a~ reported in the foregoing return at tho values set forth opposite each item in the lost column to the right in Schedules lIA", "B", lie", and liE". Oatad: January 22, 1981 _ ft'h}f/~ JfI"!'^JIu.,1 ) 'NH~R/TANCE TAX Af~PRAlSEn REPORT OF THE REGISTER OF WILLS I, the undersigned duly elocted Register o{ Wills in and {or County, P~nnsylvania, do respect- fully report that I hove allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to ihe right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Oat.d: HEG15TER OF WILLS INVENTORY Real Property (Schedula AI Personal Property (Schedule Bl Joint-Held Property (Schedulo E) Transfers (Schedulo C) TOTAL GROSS ASSETS Leu Debts and Deductions (SCHEDULE Fl CLEAR VALUE OF ESTATE VALUE AS APPRAISEO ADJUSTMENTS ODE (HARflISBURG USE ONL YI REMAINOER APPRAISEMENT CODE $ 00+ 4 7 10+ 2lH -0- 30+ 7 7 728 81 4lJ. -0- 4 B 9 -0- -0- 92+ 4 93- 38,906 79 Valuation of life estatos or ~ PRINCIPL..E Ea9I.Q.B VALUE ~ !== annultles....................._ $ t= t= ESTATE TAX ASSESSMENTS _ $ FOR USE OF REGIS-rER ONL..Y Tox on $ Tox on $ Tax on $ ?' Tax on $ Tax on $ El(emptlons Total Estate ~~ COMPUTATION OF TAX 2% 6% 15%\ $ $ $ $ $ I TOTAL TAX $ (0) As evldencod by Charitable Exemption Certificates Issued. by the Secretory of Revenue. Less tax previously paid $ BA LANCE $ Lou 5% of tax If paid within 3 months ofter d"oth $, t= BALANCE OF INHERITANCE TAX DUE Add Interest at rote of 6% from ,. AMOUNT OF ESTATE TAX ASSESSED $ Estate tal( paid S BALANCE OUE Add Interest at rate of 6% from t. 1= $ 1=. $ $ t= $ $ $ TOTAL TAX BALANCE PAID Suppleme~tal Cod..: (FOR USE,IN HARRISBURG ONL Y) 48-Adju.tment 49+Adlu.tment 56-Annuity 6O-Lil. E.tet. 92+Ramainder Appraisal 93-Remoinder Deduction 9 3C-Chari ty 94-Rernaindcr Rc,idue 96-Successi ve Lil. Estat. FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where 5ubsequentadiustmen~s arc,made to the above computation 'of tax by the Register of Wills, for proper reason same lhould be noted below, with short explanation. " .' , \ E- ....l Z '0 .. (.I.l " <{ '" " Vl " :::;; . ,.-I - ~ (.I.l " -< u .<:: Vl . " lJ1 0: - p:;Q " \ <{ !:: 0: c.: Ul ~ '" -< C- \.L. "a c- o E-t '" CI w <{ w Ul '" Z :t :t (.I.l El !:: 'Cl - <{ '" (.I.l '" E- <lJ m ;., .; ;I: '" E- a: "" <{ ~ ..-l " Z E- o t;; ..-l ..-l " c.: u ~ ~ " 0 \.L. c- o (.I.l H <lJ c- r""';;' p:; ~ ~ ~ (.I.l c.: <lJ 0 c.: ,;.! (.I.l . ~ -" - - E- H U - '" '" .. E- H " - <{ p:; ~ ~ '" 0 "S :2 ~ ~ " 0 ;0-, ~ :::'5 - Ul " " '~'" - ::> e ""< '" 0 0 ....l U U . k Ul 0 '... .c ~ en en ~ ~ ~ '" S k .2 0 :z: ~ ~ f-< 0 >- " ~ .... r: "Cl .,: " r: '" .... <1l ~ ;:. . .... .... '"' ... ...:i <:: k on '" <: .... k k -g - .... " Q) u :z: 0 '-' ~ :l ~ - 0 I en oS U .... '" ~ - 0 Q) .... .... ~ ~ CO ...:i N 0 I ~ .... ~ ci N ~ .. 0 Ul 0 :z: ci '" tJ.l Ul >- .. ci - ~ .. tJ.l :z: :z: :z: ~ ... ci - ci ~ ::.:: ~ ~ ... z ::E z c:l u " :z: ~ ~ Ul ~ 0 0 ;;: - ~ \.,1 c:l ... , l .~"~ '. ,~ IN RE: ESTATE OF LESTER L. RICHARDS, SR, IN THE ORPHANS COURT OF Cill1BERLAND COUNTY, PENNSYLVANIA Late of Lower Allen Township, Cumberland County, Pennsylvania Deceased SCHEDULE OF DISTRIBUTION OF THE BALANCE IN THE HANDS OF LESTER L. RICHARDS, JR., EXECUTOR OF THE ESTATE OF LESTER L. RICHARDS, SR., DECEASED Balance for distrubtion as per account filed $38,906,98, less inheritance tax paid $2,760.00, leaving net balance of $36,146,98 for distribution, PROPOSED DISTRIBUTION l. Gladys Simpson $1,000,,00 2, Janet Beyer 1,000.00 3, Harry M. Mitchell 1,000.00 4. Donald Mitchell 1,000,00 5. Robert L. Richards 8,036.75 6, James E. Richards 8,036.75 7. Elizabeth R. McKee 8,036.75 8. Lester L. Richards, Jr. 8,036.75 Reason for Distribution' Distribution is made in accordance with the provisions of paragraphs SECOND and THIRD of the Last Will and Testament of Lester L, Richards, Sr,. deceased. l.',r ',1t) ,",.J I v Z o H H ;:> j:Q t;j H Ul H CI CI ~ Ul o P-< ~ P-< "- I ~'" ~ ,~ ~ l:_ c., L..l_ (':" !:-.~ ;:~: (', " O. ,::'; l~ ,,' L.I..I.~, '- 0.... ~ <.~~:. 0(;.:': ..., j~: Wll: C"'" LO, Zh~i 0:") '-'-' ocz: c::.: Uw n:~;: ~a;: 0 lu-.' p:> w.JI~ W .;-- " ~ o H ~ o u u ..: ~ Z H ~ CI ~ H Ul p::: H ~ p::: ;:> U ~ ~ . p::: ..., Ul ~ U t;j H p::: ~ H Ul ~ H ~ o ~ :;; H Ul ~ [;3 H ~ o p::: Ul ~ ::r: u t;j H p::: ~ H Ul ~ ~ o ~ :;; H il< H ::r: Ul ~ H Z ~ H ~ p::: 51 o H >< Hlll ~'H 8~ :> CI r~ ZI>> "'1CJl pa@ ~Q) ~il< U o ~ ~ ~ U ~ o 4_ ,~ C ~,,- ,- t::: OJ '" '0 " .~ ~ " ' .' 't:I Q) '" ,01 ~ ,~ t .w~ ( H., ." ~.M ,..., 0" U;.., '- ~''',' " .~ i:"; , !tl) ~.J ,.q~, r' I,', 0:.' ~1 ~ k) 'J;; 0'; <" u t., \.. r: " " " r; ,... !~ " () ~: c,. <. ,. ,:; " .., , l.. " ,"J " " ., " '.'J " ~ .:~ v.: ,- ," t s ~. , .:) u Ii. " :j ....... '.\ .~.j .-. ':' " ;It- d./- Yo - /7:::- DEDUCTIOtlS ALLOWED IH REV""6S (0-181 OFF ICE OF THE REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS OF cumberland COUNTY AHD AGENT OF THE COMMOHWEAL TH ,... . -' 1\ i ,__;) {(;1/ ... ' 1. ,.. / ~.....J.:': . /l'. ~"(I ,/ ESTATE OF LESTER L. RICHARDS, SR. OATE OF FILIHG APPRAISEMEHT /-;?:< - 'j'1 LATE OF Lower Allen Twp., cumberland county , DATE HO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHER 11-30-79 R. B. Fackler Funeral Home funeral exoenses 2600 00 12-4-79 R. Mackonhauni- j'"no"''' 1 oo~,,; ~oo jili) nn "_1;_7Q . T. 0; ~h" ~rl" ,T~ - ,1 o~nnn~n~ 1 AI; nn "011" "",,,H'h ,..,,~o ho"l i-h ","~o 0'-'-"'- ~Q !?n Kellv Health Care final bi11ino 9 80 R R "'", . j';n"l <'"no_,,1 1 , nn Dr. Cassel final medical bill 117 00 David R. Dodd advance cost to Rea. of Wi] h 16 ino Patriot News advertisino letters 21 81 cumberland Law Journal advertisino letters 18 00 L. L. Richards Jr. Executor fee ',00 nn , navid R. Dodd. Attv. Probate fee 2300 Inn Reoister of Wills fi 1 i no i n"on'" h Inn Reqister of wills fi linn dohi-" "nd -. -.. _L' 0__ Q Inn Reqister of Wills final accountinn 15 00 1_ TOTAL 7728 81 OATE OF OEATH November 29 1979 COMMONWEALTH OP PENNSYLVANIA} SS: COUNTY OF Cumberl and I, Le!;ter I,. Richard!;, ,Jr. HEREBY CERTIFY, THAT TO THEBESTOF MY KNOWLEOGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES ANO EXPENSES of ADMINISTRATION SUBMITTEO TO THE ESTATE of Le!;i-er r.. Hi "hard". Rr, OECEASED, AS OEOUCTlONS FOR INHERITANCE TAX PURPOSES. C,.<', '-- Q ,? . () "11.\' Y<'--.t2,;, 7 /t AL../:j,,,.e...~ ~ ,~ ,,,.. ""'""A:~'~ """.. "'~. 0 "' - ... " I oet::.tI.! ./~~ lllm,~ D, OOCD, Nollrv Pub'lc Cemp HI~I, Cumbcrlilnd Co., Pa. I/.Y,~ommj"'io" Expires Dee, 15. 19BQ (L.S.) RECAPITULATION PRINCIPAL OF PERSONAL ESTATE: DR. $46,635,79 CR, $ 7,728.81 BALANCE $38,906,98 PRINCIPAL OF REAL ESTATE DR, - 0 - CR. - 0 - BALANCE , TOT AL BALAN CE - 0 - $38,906.98 THIS BALANCE IS MADE UP AS FOLLOWS: Cash proceeds from the sale of real estate, stocks, bonds and other personal property as listed on the aforesaid Inventory filed in the Register of Wills TOTAL BALANCE $38,906.98 ~~~~)., LESTER L. RICHARDS, JR., Kccountant STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SS, Personally appeared before me, the undersigned, LESTER L, RICHARDS, JR., who, after being duly sworn according to law, deposes and says that the foregoing Account as it stands stated and settled is just and true both as to items of ~~n~~~r~ thereof. LESTER L, RICHARDS, JR. ;' ; :,,"" ;',,- , Y. '1', BL 1 -n .r;;}1.'i'> ...~I:~::;t';'..;,;;"'.:" M',C.(3'iffiia\isto -"'E' ires: Y.. ;p .". ; 't..~.. ,,<'P ~. " '1,.. .'it ',"'";"1 .:'Y"'~ ." ,. 5IACU) 'f..,~.;~", ,_I....M:to::T.. . \;.''': C~mil'lt,a..(..vt~.i'rf;;,i i~". J.... My Ctlll11l1j~~;(Jll :':>;;iil'"": JlIil\' :.!:'i, I'J:;; . ..,{J I', , ""~ r l", \-, '" "'- \ ~ -.!.. ~ !i C;;'. ~~{i.:.; ll~, \ l.s...I'. on . C:' t1ld c'- 0:'0 oCj Uw ~r.: ~ 0 CJ ~ ~ ~ 0 E-< ~ ~ ~ p:: 0 :>< ...., Ul E-< 0 ~ il< ~ CJ ~ H CJ Ul Ul :I: OCll ..: ga E-< A ~ Ul CJ'M Ul ~ 0 ~ J:: ~ g ~ ClCIl ~ 0 ~~ Z g:j CJ j E-< .jJ H ~ ~ P3~ H ~ E-< Z ~ ~ ~J:: 0 CI ~ ~& CJ ~ H 0 H CI ~ CIl ~ ~ CJ Ul ~ E-< ~ ~ ~ ..: "t:I Ul E-< E-< ~ ~ Q) ..c: ~ Ul Ul 5 CJ ~ e H 1>1 ~ ~ 'M ~ H H H CI ~ 0 'd , -t"'">~'lf.~ '"[Offlll;no:l ul.q ^":1 'tjllMOJalj uOl1nqplS/P JO ojn .P;!q':-':!i P;)~,:..'do.ld l/11M Q:HJOp.IO,':)~'e UI P');),I:.l~'p UQJmqp:+G!p pue AI,)lfljOSqlJ' .ow',;.o:l lunoo'..,."7J6T'Ff}....''iiiJl;. (~: (".' t_..,.' ,.; <") c..:l LU c::.' :.t\;;~ :.; ~ '- ,~~:: ,i...J-" _Jc" U o ~ " , ~ ;/, " .' :E ) ':i iJ f~ - ~~; ... :;: " " ::J :.J ~E '. ::-~ .... '" " " " .... 0 t; " .r: L. '" ~ ~ <D ~ '" 'J ~, .~~ ." ~ ;j .':1 w .... 0:, 0 ,_.' " .. t; " ; " ~j " :z ~ '~ <:> " '.. s:: .!: ,:. " ':1 t; w g >.:i t/J '0 " ; ;' " w w - .'.. " ,~ ~ t; ::l 1d L. ... s:: " ," ;>, w s:: G:J B ~) -- '" s:: "';;; "J .~ " .. .. <.:i) .~ " " '" ., o ,~ E ~ ~ <- " ,', '. ;. ,,~ ; .., " 'i! " ~ -" .' q " i:f w 1;s - ~ ,--, : " ~ :t: .:.'; .... , - ~ T ..' 0 .., ~ . ~';J ~, '" '. :;: .. .. . , ~ ... w_. " , u .. .. c ., ,. .., .~ .r: '" " -, , ~c " L., r'1 CJ '~l.. ,,' LL:'. 1_', 0: .::J U" ~r,U -:,. .....' :.o.:Cl lJ... ....~. 0 <:r: 0'.., =<.: 6,-;': M "----, W~~I Cc Xu: o~ "- DW a::~.:. ..: 'w 0", :<::- o.:;oC.. Uw liJ=' ~'" ~ -,U ~ <..)