HomeMy WebLinkAbout80-00192
No. 21.80 192
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of Leona Martha Watson
I deceased.
HAROLD B. McLANE, Acting
To , Register of Wills for the County of Cumberland,
in the Commonwealth at Pennsylvania.
IS
Petitianer(s) are the executrix _ named in the Lost Will and
Testament of Leona Martha Watson dated _October 11 1Q7,
Wflllf/e' .[), WffIJOI';, //vSI3t1,u--zs:f,:EIJ€CfrlsftJ 0"-' Dc'c. l.~-' 197J
Decedent was a citizen of the United States and a resident of '
~
Borough, Cumberland County, Commonwealth
New Ct.unberland
of Pennsylvania.
Decedent died on
-J1tfsMl Y
the
26th
day of
February
A. D. 19~, in the County of
Ct.unberland
State of
Pennsylvania at the age of C, ~ years.
~ ~ her
Decedent has not been married and has not had children born to lbtiax
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
less than $45,000.00 and of real estate to the value of
none
as near as can be ascertained; said real
estate situated as follows
nla
~
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated !V/M.CfI ;I( /9f't) ,
jJ '---1 . /JJ-
Name and address l' 0) t<-u-Zl,u n1 acu..l.t..-,oZ- A:f/l-<>~-,
of Petitioner(s)
LORE1TA MADELINE STOKER
104 Parkview Road
New Currberland, PA 17070
COMMONWEALTH OF PENNSYLVANIA (ss
COUNTY OF CUMBERLAND \
Loretta Madeline Stoker
named in above application, being duly
say(s) that the statements set forth in
sworn according to law
this petition are true to the
best of her
sworn
knowledge and belief.
and subscribed before \-.~/~u t..7,t.-'})1 ,U"t.de:.~(L x/I:-i-Lc..c.
me, March 21 1 rf3..!!...-_
~t~~\~fjz4~~~eputy
ni8~afel C, .^,RElEI~8~n, Register
--~---~, --b
~(.../I oi1~ ~
Attorney: DA.VIO R. 0000, ESQUIRELt-(;-~.3,V
3133 Chestnut Street .'.J ~:-.-
CaJTql Hill, PA 17011 .
~1o
Filed; March 21. 1980
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMB~~RLAND S8:
Before me, the Register for the Probate of Wills and granting of Lettel's of Administration in and for
the County of Cumberland, personally came .....'!.:.q.t!.u.r:r.~....il!.d.o..(/.!.;:.'f......;:$.>..<U.U:.li(.,.......................
..s' . to. ' b '. _ ~ y::.
who, being duly ....~.~....!!-:............, do~..:i...... depolie and liay that ali......~.~.~..':".L~:-:.~.....................................
.. L ctJ'-.1 tl- /fIIM!7f {.uiJ T.) 0 ,.J
of the last WIll and 'testament of .........................................................................................................deceased
.......::f!.t.?-........ will well and truly administer the goods and chattels. rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances. .......~.:':'~.~~.......... and subscribed
. before me.
c~r..~~E~~.....~.L.........:~ A. D., 19:.:~~~~
..:.~::td~~.~)1",..~~~:............
R....\..(lrd 1? ... flrl~lUOft, RegIster .
~;t.~~7.?l;;!~~~i~....~.&::l::-::...............
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Be it remembered that on the .......?~~.~........ day of ..................~.~~~.~................... A. D.. 19 ~?...., there
was probated and recorded the last Will and Testament of .......~~.?~~...~~~~~.~..~~~.~.~~.........................,
late of .................~~:-:-:..~.~.~~.7.~~.':'.~~..........................., Cumberland County. Pennsylvania, Deceased. Letters
............. .......~.~~.~.~.~.~~.':I.~X....... were granted to .. .......,~:'?~~.~~~.. .~.':'.~~.~.~~~... ~.~.'?~.~.~.... ........................
Witness my hand and official seal the day and year aforesaid." I,' " , '
, , ~/j(&J.tlJJ2~~~.~~....~.~?.~y
I ] L. .1.A~.....,A.fReglster.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
Lore~ta_~~de1ine ~~o~er
- '.,. .--.-.------.------ .--
being duly __~worn.....,- according to law, depo.es and says that g,e ...i_s-tl1e......Execu-tr:.ix.-
~._,_ ___ ... of the Estate of __Le.ona.-Mar.tb,a-l~on,..------_'--
late of ' 104 ParRview Road, New cumberland I" Cumberland County, Pa., deceased and that the
within is .1n inventory made by Loretta Mad~line StO~Qr - .,., ._, the said Ex(~cu1.~j.,,-__ ..
of the entire estate of said decedent. con.i.ting of ,,11 the personal proparly and real estate, except real estate oulside
tho Commonwealth of Penn.ylvani", "nd that the figures opposite each item of the Inventory represent it's fair value
as of the d.,te of decedent's de"th.
\J <1-fJ..-I.....~___ and .ubscribed before me,
.-
~ri.~c<~,- .~?~"
Executor. Administrator
_.a~LJd______19 J(J..__
,Jt{Ltf.Aj--f}-XiJ:l.:!/i2LmU p
frA~C'EY A. SllIMMEL. Notary Public
Camp Wilt Cumberland Co" P,.
My Commission Expires June 25, 1984
,.
104 Parkview....RGaa
New C~mge~!~~g, PA 17070
Addr."
D.y
, Fe}Jr_'-!~ry_.._
Month
1980
,.---- -,--------_._~
Year
Date of Death ..'
26th
INSTRUCTIONS
I. An inventory must be filed within three month. after appointment of personal representative.
2. A supplement inventory ",u.t be filed within thirty day. of d;scovery of additionatassels.
3. Additional shed. may be ".tached a. to personalty or realty
4. See Article IV, Fiduciaries I>.ct of 1949.
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Amended
lrlventory of the real and personal estate of
..
,
Leona Martha ~!?_t~O!1-_______d.c.a..d.
--'-".---"- --.- - ---- ......--...---.-.--
_..___.___...... ..n' ._.... ._.. ..-_ . .-- ..----.....-
---- --......---.---.
__ _m___.__'___"__"'_'_
REAL ESTATE - none
-0-
Checking account - CCNB - #014-000713-9 ($27.59)
Savings account - CCNB - 1014-109142-1 ($30,268.08) plus interest
accrued ($247.73)-Both accounts jointly held with daughter 15,271 75
First Investors Fund for Income, Inc. 349.243 shares plus interest
income March - Auqust 1980
International Harvester, 4 shares plus dividends
Proceeds from ~1etropolitiJn Life Insurance Co. No. 620641732
payable to Loretta M. Stoker, beneficiary ($1,317.58)
Proceeds from John Hancock I,ife Insurance Co. No. 39792(,90
payable to Loretta M. Stoker, beneficiary ($649.80)
Total
2,556 47
133 I 50
I
-0- i
-0- I
I
17,961 72
OFFICE OF THE
REGISTER OF WILLS
d /- g{)-jC,l.;L
STATEMENT OF DEBTS
AND DEDUCTIONS
REV-4e5 (8-781
OF Cumberland COUNTY
AND AGENT OF THE COMMONWEALTH
ESTATE OF T.pnnA MArthA l~i'lt"nn
LATE OF New r.umberland
DATE OF FILING APPRAISEMENT
/J ...3/-,1lJ
DATE OF DEATH
pphrllAry ?G. 1 QRO
DATE NO. OF NAME OF PA YEE REMARKS AMOUNT
VOUC HER
Reqister of Wills Letters Testamentary & shor 42 00
certif~cates
am;!-h "'''no,.~ 1 f.lnmo 383Q 42
a '~nn I '" ",' fllnpral arrannements 134 10
l(;nn Mnn ('n cemeter" marker 595 00
.
Patriot News Co. leqal advertisina 21 81
('urnherland Law Journal leaal advertisinn 18 00
New Cumberland Borouqh personal taxes 10 00
~H lliam A. Sullivan M.D. medical services 100 00
'n;!-.. D'- '~'1" m",H ,,~, , nn~ 35 00
Renister of Wills four short certificates 4 00
Dn_' "<-,,,. rd' IN;' 1 ~ filp invontorL 3 00
n__'- _ M;~n c. " nvn h,,'pphnnn "'n"~ ... ovn SOO 00_
David R. Dodd legal fees
Reaister of ~JHls reserved for final account , 40 00
. , .
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. 63i/,Q .31
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COMMONWEAL TH OP PENNSYLVANIA t
COUNTY OF Cumberland j SS:
I, Loretta Madeline Stoker 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 TNE ESTATE OF T"nn" MArthA 1']At"nn
DECEASED, AS DEDUCTIONS FOR INHERIl'ANCE TAX PURPOSES. ~ l'\ .
~ /.{ooi2Z2l'l1 a<>~ ell ~ (L.S.)
SWOR. NAND SUBSCRIBED BEFORE ME THIS I;:) 1/l DAY OF
W '. 9!fL
. ',~ M, HiL, NlJl~r)' l'ubJll
C.mp I~.II.' Cumbt'rbnd Co., lla.
, CoClWl.I"10Q lIxpitc~ June 2S, 1994
..' ""_",U,".",_,
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----------------
,.
Loona MArtha loIlI toOI'l
Ilol1r,s (lOcket Nth 1085011 IHII
-)-
(;oot.ion 222 above Crftlltu9 11 t'"buttahlo prenumption that ..ny
transfer, or oreation of II joint intereat in property, made within two
yoars ot thl> datu ot doath of tho daoadent, was mads in contemplation
ot ,sellth.
Prior to the cre&tion of tho joint aocounts ill quootion on OCtober 3,
1978, the decedent ha,\ resided with the Petitioner and har family in
Quincy, MauSIlohWletta. An indicated by the .wielenc.. submitted, tlm
Petitioner and decedent maintained joint .accounts in .. ltaSRachueetto
hank trom April of 1976 until Sept~mber ot 1978. Thesn Maoeeohus8tt8
accounts \tare closod when thlll deeedent ll'Oved the Petitioner /Illn her
tamily to New CUmberland, Pennsylvania in OCtober 1978. It io the
Petitioner's oontention that tho a.ccounts in queotion ....re C....l1t.," ilK
replaoemento for thll closed ~It MAssachusetts accounts.
Tho petitioner's protest further contendo that th.. Budden nature
ot the decedent's death hy heart attack, at the age of 66, i8 further
ovidenco thl1t the decedent did not opon the joint account. in contsU1pla-
tion of (leath.
It i. the Dol1rds conclusion that the evidence sut~\itted by the
Petitioner eufticiently rebuts thopreeumption created by Section
222 I1bove. It is II p<>rCectly nOnllll pracUe.. for 11 depositor to
ohl1ngo banking institutions upon a change of domioilo from ono state
to Mother. Ao tlle decedent had 1l\Aintn1ned joint account.. with the
Potitioner before tho move to PennsylvRnia, it logically follows
that they l40uld bank in thl> "Arne manner afterwarde. Finally, the fact
that th" decedent died suddenly of II hAart attaCk, approK1matoly one
/
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COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
*
~' RCC.33 14-731
RESIDENT DECEDENT
COUNTY OF
rnmhpl""l ;mn
IMPORTANT,
This return mllst b-~-C~;;lpItHcd in detail nnd filed in dUJlI~nl~. with nil nttached. with the Register of Wills of the
County wlH:rt~ dcccllclll resided; Retllrn is duc within nine months nfler date of dClllh, unless an extension is granted
by the Sccrctnry of RC\lCl1uc. (Section 703 of the InhcritllllcC nnd Estl\te Tux Act of 1961.)
IN Till; MATTER OF TlIE ESTATE OF
LEONA MARTHA WATSON
.---- (STATE FUl.L NAME OF DECEDENTl
} AFFI[)AVIT OF
EXECUTOR
AIl~lINISTRATOR
Loto 01 Cumber land
Stoto 01 Pennsylvania
County
}"
Executor
County of Cnmhprl ~nn
LORETTA MADELINE STOKER
~flilli:'IClXOIr of ,h. .."" of th. obov..oa",od doe.d.., b.I.. duly ,wo.., d..o," S "d ooy S
Decedent died Februarv 26 I . 19~{lo.tota leaving 01011 wlll, copy of whIch 11 hereto OIlOChed.}
(MONTH) (oAV) (YEARl 111<<<0(1)(
Name and addross of attornoy or} D av id R. Dodd
other authorlOUld rClprCluntollvo to whom
011 ,0""po.d..",ho,ldbo..oil,d. 3133 Chestnut Street, Camp Hill, PA 17011
That us such Executrix deponent is familiar with the affairs of said estate lllld the property constituting
I EXECUTOR.ADMINISTR.... TORl
the assets thcreof and their fair mar\;:ct value.
That at the time of death there wus no safc deposit box registered in decedent's individual namc, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the t'ollowing:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A 5~FE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
nnnj::l.
That the contents of said safe deposit box or boxes arc itemized under Schcdules__of this return,
with the exception' of the following, for the reasons hereinafter set forth:
Thai Schedule A attached hcreto and made part hereor sets rorth rully and in detail aU Ihe real properly
in the Commonwealth of PCllns'ylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date;, rate of interest, and'book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of datc of death of decedent.
Thai Schedule B allached hereto and made pari hereur sets rorth rully and in delail all personnl property
whcrcso\'cr situated owned by the decedcnt at the time of death; all moneys left by the llccedent at the time of
death, whether in decedent's immediate possession. standing to dccedent's credit in banks of deposit, savings
hanks, trust companies, or other institutions, whether individually, or in trust for any other person Of persons
giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's
death in the case' of savings hanks, and to the date of decedent's death in all other cases; all bondl'i postal
savings, treasury certificates or notes and other evidence of ,indebtedness of the United State.s tu lhe de~
cedent; all obligations, whcther by statute or agreement they arc designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which ate uwned :1t thc time of death;
all wearing iqlparel, jewelry, silvcrware, pictures, huoks. works of art, household furniture, horses, carriages,
automohiles, boats, and any and all other personal chattcls of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thercof; nil honds and lIlortgagt's held hy deccdcnt und of all
claims due and owing decedent at the time of death. and all promissory illItes or otherinstrul11ents in writing
for the payment of !\lOlley of which decedellt died possessed, of whalSUC\'Cr nature. with interest thereon, if
any, gi\'ing the face \'alue and estimated fair market value thereof, and if such estimated fair market valuc he
less than the facc value, it sets forth briefly the rcasons for such dcpreciulion as to each item; all moneys
payable to the estate from tife insurance policies carried by decedent; all llllnuityand endowment contnlcts
the proceeds or which \\;erc payable upon thc death of the decedent; all and the corpor:lte stocks and dividends
due thereOf,l and unpaid :IS of the dale of death, bonds amI accrued. intcrest thereon to the date of dcccdcnt1s
death and other investment ,sccurilit~s lnyncd by' the dccedClll at lhe time of death, with the market value there~
of at such litne.
-
In the cllse of securit1es of' closc or family cOl'portlt1ons) till! vl\lll~s reported Ilro as fllr as
l'oslllblc subst.rmt.1nted hy fltlllllcl/ll 3tntmnollts of l.hG corporat.1olls, show1ng the flRsnt.s HnrI llnhllittes
thereof as of the dnte of deat.h. The schedule nlso sets forth t1lfJ interest of decedent. nt tile t.lme of
death in an~' cO"11nrtnershlp or business, Hnd 1n support of the value of such interesl. there is nnnexed to
said schl!dnlo, f'lnilllclal stnten\lmls showlnp; tho assets and l1llhllH1p,B of said Co-p/ll't:ncl'shlr or h.usJncss.
;\ cop~' of th('O co-t1l1rtnorsillp 1I,~rl~mtwnt, (if ornl, n st.atement Hetling forth the nf1turfJ IIf' the /lgrl~omont)
togl.Hhnr with II st.ntenwnt settin,ll; forth t.he ctl11ractor of t.he ,11l1s1noss, its 10caUorl, anI! such other ('acts
pertainlng to t111J husiness ItS muy he portinent to II rail' I1nd .tust llppraisal of thu (ll'Cl!llcntls interest
thcrelll must lJosuhmlttotl. rt. should olso set forth In itC'mtzlHI forml together with thH fnir mill'kat value
t1mreol', 1\11)' I) tl1('O I' fll'OPCI'ty ownml or hoquollthml br Ow decedont at tllo l.tmo of' (lentil.
Tile Schedule C llttached Ilereto nnd mlll'le pnrt hel'eol' ,sots forth n trlle 11IIswer to unch 1nquiry'
cont/l.lncd tlll~rolll anti ill the case of trunsfers ofproperq', rOlll or personal, within t.WO j'oars of lIocedol1t'R
death, in r.ontomplation of decedentl s death, or 1ntended to take ef'feet in IJOSsess1oJl or '~njoyment at or
after death, 5/1111 schedule :;;ot5 fort.h the nature und Vfllue of such pro]lcl'tj', to whom transferred, the
relationship of the trunsfereos to the decerlcnt, t.he proportionate share received b~' Cllch trftnsferee and
all other facts of' 1\ )lurtinent nature regarding said tr~nsrers. In the cnse of' trullsf'el's int.ended to
take effect 1n possess1on or en.loFncmt ltt or after nenth, there Is (llso Itttnch(!(1 to the ~chC'(llllf? a cony
of the deed, trust agreement or other I.nstrument crent.tng the trust. Therl~ Is nlso set, Corth In said
schedule u Ust of all propert~., reu1 nnd personal, with lts value, which pnf,;ses Ilt. dnCf~ltent's dent.h by
virtue of the exercise hy rlecel.lent" either individuully, or jointly with Iltlother, or any power of' HpJloint-
ment vested in decedent, either irHl1vldl1Ull~' or jointl~., b~.the will, deed, or ot.her instrument of another,
with a copy of the InstrlL'nent. crenting such Ilower Ilttached to the schedule.
That Schedule 0 attncherl heret.o /md mnde pnrt hereof sets fort.h the tlIl.Jnes flIlIl nddresses of 1111
persons beneficiallr interested in this estnte at the time of decedent' 5 fleath, the 11/J.ture of' their res-
pective interests, their relationship, if any, to tlle decedent, together with the ages nt thf? time of
dec'edent1s death of nIl minors, annuitants anrl beneficiaries for life \Inner decedent's WilL It also
contains n statement showing which of the beneficiaries named in the rlecedent's will, if nny, died prior
to decedent, tho dntes of their denth, their issue, wlf'l the relationshIp of such issue to the lleneficinry.
That. S.:/1edule E attached hereto nnd mnde n pnrt hereof sets forth nll proper tr, relt! Ilnci per-
sonal, OImed by the decedent jointl)" with II.nother or others, including lntlm~lble, ~tllndin~ I.n the nnmc
of the decedent and others, plus the do.te and plnce or record of' instrument.s ef'feeting t.he \cstiture of
real estate nnd the date of acquisition of' personalty, plus the nome, ndfIress nnlI relllUonshlp, if any,
of c<:,-owners to the deceden t.
That Sc/1edule F a.ttached hereto and made Il part hereof' sets forth f'u] ly and 1,11 dotllll all debts
and deductions claimed for and on behal f of t.his decedent's estnte, lncluntng funernl expenses paid;
family exemption, where applIcable; costs of ndministrntion of this estate; counsel fees nnd f'udlctnry' 8
commissions paid or to be paid; cost expended for burial trusts, tombstones or grnvemnrkers, and reli-
gious services, in consequence of the death of the decedent; debts and cln1ms owing amI Ilnpllirl Ilt time of'
death; taxes accrued chargeable for period prior to decedent's rlenth (except. those nllowed tinder Section
651 of tile Inheritance and Estate Tux Act); together witll fl statement of collateral pledged for obliga-
tions, if any. It is agreed that the f1ducinr~'w111 present proof of said ,cluimcd obHgutions upon re-
quest, that if the amount actually pnid in settlement of any fee, commisslon or debt. is 10s8 than the
estimated amount clnlming find allowed, that the Slime will he reported to the Hcg1stcr of' W:I.lIs, and tllIlt
the amount of tax nssessed cun he renssesscrl 1.11 accordance therewith.
That. the totals of the uppropriate columns in Scherlules "A", "8", "en, "E", and "F" 'as dJI'ected therein,
have been carried forward and properly registered in the Summflry.
Subscribed and sworn to before me this ....."......".".........""..
....""....."...Ja.~h dnyof ~~.L....19Y.O.
""... ...),d1LJ.uO {I 0..f1/J1}1J"nl&-f.
, STACEY A' SJIlM~ILI., NOI~ry PtlbJiC'
C~lUp J1I11, Cumbcrhml Co, Pol
My ComtDiUioQ Expire, JUlle' 25, JlJS4
4~~~~;;fur~""""""
" ,.lO..4".""Parkv.iew..".Road."",.""""""."...."".......".....""""".."
(StTeet Number)
, ~"E!"!,.Gl,!IllI:J'?:I:Ji'\l,)d.,.I,-'}\.J7.9.7(L"."
(City 01' Town and State)
NOTE: nef'ore signing IlffldnVlt, 1111lke sure nIl hlllllk slMces In t.he nf'f'J/IllV1t 111111 sch(>i1l1l(~s Ilnnexed Ilre-
filled 1n witll detllils or t.he I\"ord "None", 11tH! In Cllse U.e Il~Sl~ts 1llclllCll~ !'lIre /lllrl llllll:"'l,ed securities,
.securitIes of' close or f'lllllil.y cUl'porlltlons or 11I1 interest in 11IIY en-l,nrtlll'l'shJp or hushw!is, tllIlt tile
rlutll ami st.lltf>mcnt.s rec}ulred IIlItler tile Jllll'a~ruph nho\'e rl~llttJn~ t.o Sclu.'/tlllp. "B" I\I'l~ IIttnchctl. Also mllke
certnJ II t!lll t col limn #1 J II tile I1HIIITUllIU'y" has h,~p.n properl r cOnlpl f~t.ed us fllln\'f~-d I r('c tl'd.
'.
/
*
RE!V"4~1 18-781
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "a"
PERSONAL PROPERTY
RESIDENT DECEDENT
INSTRUCTIONS: This Schedule must disclose alllangiblc and intangible personal property owned individulllly hy the
decedent, at the lime or his dcath. PrOllcrty owned by the decedent jointly with another ur nllH~rs must he listed
under Schedule "W'. Inlang.ihlc persunal property, tiLled in the name or the decedent, bllt payable at death lu anolher
Uf olhers, including hUlllflllimitcd 10 p.o.n. U.S. Savings Bonds mllllclltaLh'c tnisl accounts, mllst he listed, despite
the facllhal Ihe)' lIfC lint (If the administered estate.
Tangihle llcrsonal prollCrly should he listed first (c.g. jewelry, wcaring 1I11parcl, household goods, amI
furnishings, bonks, paintings, autllllluhiles, hOllts, etc.)
Intangiblc personal properlY, sllch as honds, trcasury certificates, cash 1111 hand and ill halik, stocks,
lIH1rtguges, lIutcs, together with accrucd inte'rest or dividends, salaries or W:lg,es, insurancc payahle III the l'state Of
fiduciary ill said eapadty, partnership inlcrcsls, intcrest ill any undistributed estate of or incollle from all~' prolll~rty
held ill lrusl under lhc will or agrecment of i1l1l1thcr,.:.:\'cn though located outside HI' thc Statc, al thc Limc uf death,
should he listed ill this Sdlcdule.
.
Item
Nn.
ESTlMAT Ell
M....RKET
VALLIE
DEPARTMENT
V ALlI,\'!'IDN
(Do not wrile in
this spnee)
r1EM
List and Jescrihe fully
UNIT
VALLIE
.
($13.80) 04U_ ...fcAJ:
1 Checking account - CCNB - 014-000713-9
jointly held with daughter, $27.59 bal. a
date of death
2. Savings account - CCNB - 014-109142-1'
jointly held with daughter, $30,268.08
bal. at date of death, $247.73 into accru d
65,257.95) _dL-J'v..,C
3. First Investors Fund for Income, Inc.
349.243 shares C,,11?
Income from interest accrued Mar-Aug 80
2,367.87
188.60
4. International Harvester stock - 4 shares
Acct. No. WA 921014, value at date of dea hJ:!.I.z'"
Income from dividends - 2 quarters 1980
128.50
5.00
5. Proceeds from Metropolitan Life Insur. Co
#620641731, payable to Loretta M. Stoker,
beneficiary ($1,317.58)
-0-
6. Proceeds from John Hancock Life Insur. Co
#39792690, payable to Loretta M. Stoker,
beneficiary ($649.80)
-0-
.
.
Insert this tntal Ol'(losite UPersulllll Prollcrly", Schedule HBIt in
the liAs Rcr~orted" column un the last l'age or lhis return.
xx
~7 ,961. 7?)
~ ~. n. 7 '7
~~
,
RCC-37 (12-63)
~. .
~'OMMON\\"EAI.TII OF PENN,YYLANIA
, ,TRANSFER INIIERITANCE TAX
RESIDENT DECEDENT
SCIIEDULE "n"
fu,.,
~~ .
I'.......
IJ E0i' t\
4'~~J....T..J
~.v'ii"'QJj.v' "l~
BEt\EFICIAIlIES
.. , ~ RI';LATIONSIIIP SURVIVED DATE INTEREST OF
BENEFICIARIES AND ADDRbSSbS (If stop.ohildron or
state full nnmes ltnd nddrcsscs of IlII II'ho i1lcgitirnntc children DECEIJl,NT OF m:NEFICIARY
111\'0 an intel'est, vested, contingent or other ..re involved. set STATE YES IN ESTATE
\\'Jso in astute) forth this fact.) Oil NO lJIl\TII
\'lallace D. \'1atson husband no
"+-~ M~rlo';no
104 parkview Road ,
New Cumberland, PA 17070 daughter yes 100%
I
,
-
,
,
,
,
'.
.
. .
.
. .
.
. . .
.
.
.
.
. .
-
Deponent outhcr snrs t.hat Ill] the ulJove-lIumcd henertcin.rics are UvJ.ng at this time except below:
I
I
I
I
;
,
I,
!
NAME
DATE OF DEATH
RESIDENCE
Wallace D. \'1atson
12/25/75
Quincy, MA
~ -
o .
-.<-
.. -
~
t;: c
'c llJ e
's Q1..E
'Oc.8
< E.
&:. 0 ~
ou'E
'Eit;t:
f.I =' 0
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r:l "
~ 0:
Heal Property...... ..................
Personal Property..............
Transfers ...... ....................................
SUI.IMAHY
...(Seh. "A")
...(Seh, "B")
......(Sch. "C")
(1)
(As Hcportcd)
(2)
(As Dd<'rlllillcd)
,.....,.......,....,..,............,.............,,'
$..
$.
$.. .
$....
$
$.
$
$
$
$
$
.~
Gross Taxable Estate .
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