HomeMy WebLinkAbout80-00212
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No, 21-80 212
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate af
Vera H, Lundy
, deceased,
Harold B, NcI,anc, Deputy
Ta ~l:1er8l!!, ,^,R89rBBR, Register of Wills for the County of Cumberland,
in the Commonweolth of Pennsylvonia,
IS
Petitioner(s) il'I'Il' the executg,r_....,....- named in the Last Will and
Testament of Vera H. Lunc!L- .. dated .AUl\usJ:..J.B" 1 979
Decedent was a citizen of the United States and a resident of
if:ow1'lsn:rp
Borough, Cumberland County, Commonwealth
Camp Hill
of Pennsylvania,
Decedent died on
Hednesdav
the
20th
day of
Februarv
A. D. 19.J!L, in the County of Cumberland
State of
Pennsylvania at the age of 74 years,
>M5 Jbr3s her
Decedent has not been married and has not had children born to ~im:
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$ 1,000.00 and of real estate to the value of
$60,000.00 as near as can be ascertained; said real
estate situated as follows 3001 Beverly Road
Camp Hill
:Ojll~')I
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
Dated Narch 21, 1980
Name and address
of Petitioner(s)
::Ph~Jl~y~'
Thoma s H. Halker
Vice President & Trust Officer
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COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
Thomas \1. Ha1ker, Vice President & Trust OIficer of D!!.!!J.'hin D~o"it Bank & Trust Co.
named in above application, being duly sworn ,.., occording to law
say(s) that the statements set forth in this petition are true to the
best of
my
knowledge and belief.
sworn
and subscribed before
~ft~
m~(~, _~9;:p"y .
Ri9Rere ~.~...2en, Register
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Attorney: lIeatA L. AI/elf, Es~.~
~Oli' INil/h4f- St" f/~~"I~.6I(''I, P.1:
Filed; March 31, 1980
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LAST WILL AND TEs'fAMENT OF'
VERA W. LUNDY
I, VERA W. LUNDY, of 3001 Beverly Road, Camp Hill, Cumberland
County, Pennsylvania, do hereby make this my Last Will and Testament,
revoking any former Wills and Codicils made by me.
FIRST: I give my tangible personal property and all insurances
thereon to my daughter, Vera L. Jones, and to my son, Harry L. Lundy,
Jr., or the survivor of them, share and share alike. I have complete
confidence that my daughter and my son will carry out any written
instructions that I may leave with regard to my tangible personal
property.
SECOND: I, give, devise and bequeath all the rest and remainder
of my estate, real, personal and mixed, as follows:
(a) Fifty percent (50%) to my daughter,
Vera L. Jones, or her issue;
(b) Twenty-five percent (25%) to my son,
Harry L. Lundy, Jr. , or his issue;
(c) Twenty-five percent (25%) to my son's wife,
Cathryn G. Lundy, or her issue;
(d) Should subparagraph (a) fail, the other sub-
paragraphs shall correspondingly increase, and should
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property, either real or personal, including any common or diversified
trust funds maintained by corporate fiduciaries, as it, in its sole
(b) To invest and reinvest in such stocks, bonds or other
discretion may deem wise, without being limited to what are known as
"legal investments" and without responsibility for diversification:
and to deposit and maintain, in its sole discretion, funds in such
amounts as it deems proper in banks of its choice, including the keeping
of reasonable amounts of cash in banks uninvested:
(c) To exercise any options to subscribe for stocks, bonds
or other investments: to vote, in person or by proxy, securities
held by it and in such connection to delegate its discretionary powers:
to join in any plan of lease, mortgage, merger, consolidation, exchange,
reorganization, foreclosure or voting trust and deposi t securi tl,cs
thereunder of any corporation in which my estate and trusts may hold
stocks, bonds or other securities; and generally to exercise all. the
rights of security holders of any corporation,
(d) To sell, transfer, convey, mortgage, pl.edge, grant
options for sales or exchanges, lease for any period of time or ex-
change any property, real or personal, which at any time may form part
of my estate, for the payment of debts or taxes, or for any purpose of
administration or distribution, at either public or private sale, for
such prices, either in cash or for credit, and upon such terms as it,
in its sole discretion, may deem wise, and to execute and deliver
deeds of conveyance' or transfer thereof, without any liab~lity on the
part of the purchaser or purchasers, or anyone else deal.ing with it
with respect to my said property, to see to the proper application of
the purchase money or proceeds:
of money from any person, including any fidllcinry, givJ.n<j sllch security
(el To renew notes or debts of mine, and to borrow sums
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OATH OF SU"8SCR'IBING WITNESS
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I This, ........"....", ,..""",..,'..".. ........."..,...."..""...., day of', ,.""""..""....",..",.,.."".... ...,.., ..,........"",
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bef'OI'e me Richard .., nderson, Register fill' the Probate of' Wills and gl'llnting letters
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in and f'or said County of' ' mberland, in the Commonwealth of' Pennsylvania,
..,H!:l\!;h, ,lu,..~,U.\!,IJ.. !!))H.. \iHM.\l", ~",.J.I.\!,l),<;.I!, ...;,f,."",..",.."....,..",......""......".." ...... ..,.., ..,....,.."......"",...., ..,.......
the subscribing witnesses to the f'or oing
Testament of' ,....~,7,~~..~~:..,!~~~?X....,...............,.
1'llOl'ting to be the last Will and
...."......"..,.."..,.., ......,....".., Dated ..,~~I,~~I,~,~..,!,~,!,!?,~?.".......,
lateof,....,~,~,~g..~,~~~......,.........,..........,..,..,........,........ ........ ...................... Cumberland County Po,. deceased
present. and saw and heard the testa......,.... ..,..,..........,...
.... ......................................................................
sign. seal. publish, pronounce and dec1 e the said instrument of WI' 'ng as and for h,.............., Testament
. and Last Will, and at the time 0 doing ,............,....................,............., s of sound and disposing mind
. to the best of ,..........,..................,....,..........knowle
........,........,...., ........,............, and subscribed before
. ................................................................................
..................................................................................
ichard E, Anderson, Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND .' \
,:..,""',.,"~~",!tlf..~"~"g,:,4./..i.,,'0d:.~v,~,~ing duly
,..........-:.::.~':..-::;z;..., says that as nearly as can be ascertained the said decedent ..,.................,.....
. ,..,",...:d!~,..?tL~"""...."..,"",..."..,"',....,",.,"""..""'.....,~""'..,',.,',..,..........,"""',..""died on
~LL1 d ifJ .
....,....././.F.-..""=r....'..' the ..,........,,,Z12..=....,..,day of ..,..........,......,..........,................,.... A,D" 19.aQ.,
at or about .........,........,....!.t2............ o'c1ock,A..M,
,....".,..,...,..~:~,?!:,r;", """".."" "",.and subscribed this
..............,..,..,......~}~,~..,......,.. day of ......~,~,::-,<::::,....,
19. !'!,9..... before
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,::~,Jt:E~9.~""..,...!?,~,p.~,ty
Ri1Jt..r-r &l A ~.l~-~UR.t Register
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me. the Register fOl' the Probate of Wills and [(l'Ilnting of Letters of Administl'lltion in and for
the County of Cumberland, pel'sonally carne ..~',I~,,?~,l~:'!..!!:..,\~~,!;~~,~..,Y,~,",<;,D::~!'!~~~!1L~,..r~.Y,~,~,.,Qg,~!;~~........
Dauphin Deposit Bank & Trust Co.
who, being duly .~,'1,'?n!..........,......" doe,~........ depose and say that as...Jlx,e~;..I);QL........,....,...,..,......,............,
of the last Will and Testament or ..,V,'!x!)..H,...,',~II1\\y................,......,..,.......,..,............,..,.......................,deceased
,......~~,7.'f......,.., will well and tl'UI,Y administer the goods and chattels. rights and credits or said deceased
according to law, And also will diligently comply with the provisions of the law relating to Transfer
Inheritances, ..~!f,'!,~!1....,..,..,...... and subscribed
before me,
~~":m A D, 19:~~:y
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. 1...._........_, Register
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Thomas \-1. \;a1ker
Vice President & Trust Officer
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DECREE
Be it remembered that on the ...........J~.~~.. day or ....,~~~~,\~........,..,.............,....,... A, D,. 19 ..~R... there
was probated and recorded the last Will and Testament of ..lleta..H....Lundy.................................................,
late of ....q:'!-~J?,..I!.~,~J:.................,......,......................,...,..,. Cumberland County, Pennsylvania, Deceased, Letters
....."..,.l.e.~,~!)Jl)~nJ;ilr,y""..,... "..,.".." were granted to I),Gwl1h.tn, ,n~nQfi~ t. .,al.l.\\1.<."&"rr~fi);"CQ.,,, ",.""." .",.,......""
:itness my hand and official seal the day and year aforesai~, ,() I ^ Jl
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P~NNSYLVANIA INHERITANCE TAX GENEIlAL INFOm,lATiON
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1%1 provides 1I1<111h8 lollowing persons 511811 prepare ,1I1l1 file
a return:
a. The personal representative 01 the estate of the decedent :IS to pmpcrty of 1I11~ r1cr:r.dellt administered by him
and such additional property which is olmay be subject to Inheritance Tax vi whiclr he/shc :;hallllilve 01
acquire knowledge;
b, The transferee of property upon the transfer of which Inherit,lIlce Tax is or may be imposed by the 196] Statute,
including a trustee of property transferred in trust, provided that no separate return need be made by the tl8nsferee
of property included in the relurn of a personal representative,
2. PLACE FOR FILING
The return is to be filed in duplicate with the Register of Wills of the county wllerein the decedent resided,
3, TIME FOR FILING
The return is dne nine months after the decedent's death, unless an extension for filing has been applied for and
granted by tbe Secretary of Revenue within the nine-month period,
4. FAILURE TO FtLE RETURN
Section 791 of the 196] Statute provides that" , , ,any person who willfully fails to file a return or other report
required of him, , ,shall be personally liable, , ,to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debls of like amount are recoverable by
law."
5, TAX RATES
Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father,mother, husband, wife,
son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others,
6, PAYMENTOFTAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death, Interest
at the rate of 6% per annum accrues thereafter unti I payment is made, All payments received are fi rst applied to any'
interest which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Department of Revenue,
7, FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's.
estate or against any property belonging to a transferee liable for Hie tax,
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or report required of him slwll, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both,
.REV.4!51 (1.80)
COMMONWEALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
TRAN'SFER INHERITANCE TAX
RESIOENT DECEDENT
Estate of
ITEM
NO,
SCHEDULE "B"
PERSONAL PROPERTY
(ltlstrucdotls Oil Reverse Sick')
Vera W, Lundy
DESCRIPTION
UNIT
VALUE
ESTIMATED
MARKET
VALUE
CASH AND CASH ITEHS:
Medicare Payment
Pennsylvania Blue Shield
Death Benefits from Public School Employee
Retirement System
Public School Employes' Retirement 2/01/80 -
2/20/80
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DEPARTMENT
VALUATION
(OFFICIAL USE ONL YJ
$ 130.88
32.72
6,219.03 ()
- -
4,A;-6u;t:,W.t'.U
(308.64 -()-
1,008.46
143.38
Hetropolitan Life Insurance Company, Proceeds on
Policy on life of Kathryn L, Walters
Prorated Real Estate taxes on sale of 3001 Bever1
Road, Camp Hill, Pennsylvania
SECURITIES:
82.338 Shs. American Telephone & Telegraph
Capital .!J-o, 1!7.!J- (4,),01.46
69.242 Shs. Investors Stock Fund ~o, ft,'! 1,431.37
36.760 Shs. The Corporate Fund Accumulation
Program, Incorporated 703.59
80.789 Shs. 'The Hunicipal Fund Accumulation
Program, Incorporated 1,595.58
109.690 Shs. Herrill Lynch Special Value Fund, 1/, IS- (1,237.30
Incorporated
1 Sh. Corporate Income Fund 76 monthly
Payment Series 689.83
5 Shs. Corporate Income Fund First
Preferred Stock Serial 3,234.80
4 Shs. Herrill Lynch Corporate Income Fund
First monthly Payment Series 2,510.92
5 Shs. Hunicipal Investment Trust Fund
11th Pennsylvania Series 3,687.05
2 Shs. Hunicipal Investment Trust Fund
40 monthly Payment Series 1,932.66
7 Shs Hunicipa1 Investment Trust Fund
a ment Series 6 836.34
TOTAL THIS PAGE $ 32,804.01
'f/2 2., .3 't
1:1.",--3,0.'1'
.RF.V.4!510.801
COMMONWEALTH OF PENNSYLVANIA
DePARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
(lnstruct'ions on Rllverso Side)
Estate of Vera lv, Lundy
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ESTIMATED DEPARTMENT
ITEM DESi:RIPTION UNIT MARKET VALUATION
NO, VALUE VALUE IOFFICIA L USE ONL YI
1,393.695 Shs. New Perspective Fund, Incorporated ;,IS- $ 11,358.61
1,070.503 Shs. Nuveen Municipal Bond Fund, Inc. ;,07 (8,649.66 J>6t.O, ,37
$1,000. Pennsylvania Power & Light 9 1/4%
Bonds due 4/1/04 693,59
Accrued interest 36.74
$3,000. Pennsylvania Power & Light 7 1/2%
Bonds due 1/1/03 1,740.75
Accrued interest 31. 88
100 Shs. C. H. Masland & Sons, Common J' 'It 825.00
100 Shs. Nothern indiana Public Service,
Common I:J.... 1,200.00
Accrued Dividend 37.50
350 Sh8. Pennsylvania Power & Light, Common I', f1S- 5,906.25
TOTAL THIS PAGE $(30,479.98
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QUESTIONS CONCERNING PROPERTY TRANSFERS
l. Did decedent, within two years of deatll, make any tf<1nsfer of <1ny mated<1l part olhis esl<1te without receiving
valuable and adequate consideration? (Answer "Yes" or "No",)
2, Did decedent, within two years of death, transfer property fromhimse!f( herself tohimself/hersl~lf and anolher party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) --
3, If the answer to one or two above is "Yes" <1ml tllO tr<1nsfers are claimed 10 be nonl<1x<1ble, provide the following
informalion:
a, Age of decedent at lime of tmnsfer.
b, Copy of death cerlificate,
c, Affidavit by the attending physicirm indic<1ting the st<1te of decedent's he<1lth <1tlime of tmnsfer,
d, All other infonnalion supporling nontaxability of tr<1nsfer.
4, Did decedent, in his/her lifelime, make any transfer of properly without receiving a valuable or adequate consideration
therefor which was to lake effect in possession or enioymenl ill or i1f1er his/her cle<1lh? (Answer "Yes" or "No",)
a, Was there any possibility thatllle property transferred mighl return 10 transferal or his/her estate or be subjecl
to his/her power of disposilion? (Answer "Yes" or "No",)
b. What was the transferee's age allime of decedent'; death?
5. Did decedent in his/her lifelime make any tmnsfer without receiving a valuable and i1dequate consideration therefor
under which tmnsferor expressly or impliedly reserves for his/her life or <1ny period which does in fact end before his/her
death:
a, The possession or enjoyment of or the right to income from the properly tmnsferred? (Answer "Yes" or "No" ,) -
b, The right to design<1te the persons who shall possess or enjoy the properly tr<1nsferred or income therefrom?
(Answer "Yes" 01 "No",)
6, If lhe answer to five b, above is "Yes," slate whether the right W<1S reserved in decedent <1lone or others.
7, Did decedent in his/her lifetime make <1 tmnsfer, the considemtion for which W<1S tldnsferee's promise to pay income
to Of for the benefit or care of transferor? (Answer "Yes" or "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 decedenlunder terms of transfer or by operation of
law? (Answer "Yes" or "No",)
9, If the answer to eight above is "Yes," was the power to alter, amend 01 revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,)
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.REV-4!l2. (I-8t))
COMMONWEALTH OF PENNSYLVANIA
OEPAR'TMENT OF REYENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
ESTATE OF _ Vera W. Lundv
SCHEDULE "C"
TRANSFERS
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INSTRUCTIONS:
1. Answer the Questions on reverse side.
2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property,
ITEM ESTIMATED f DEPT, VALUATION
NO. DESCRIPTION MARKET VALUE (OFFICIAL USE ONL Yi
99.413 Shs. Nuveen Tax Exempt Bond Fund Series 118 $ 8,944.19
101 Shs. Nuveen Tax Exempt Bond Fund Series 66 9,749.53
99.0 Shs. Nuveen Tax Exempt Bond Fund Series 68 9,267.39
99.177 Shs. Nuveen Tax Exempt Bond Fund Series 79 10,400.69
88.313 Shs. Nuveen Tax Exempt Bond Fund Series 83 8,864.86
Dauphin Deposit D.S, Daily Repurchase Agreement 61,000.00
Accrued Interest 314.78
19. Dauphin Deposit Master Savings 15,700.00
Accrued Interest 74.19
TOTAL THIS PAGE $ 124,315,63
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adeQuate consideration? (.A.nswcr "Yes" or "No" ,)
. 2.. Did decedent, within two years of death, tmnsfer property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) _
3, If the answer to one or two above is "Yes" and the transfers me claimed to be nontaxable, provide the following
information:
a. Age of decedent at time of tran5fer,
b, Copy of death certi fi cate.
c, Affidavit by the attending physician indicating the state of decedent's health at time of transfer.
d, All other information supporting nontaxabilily 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",)
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject
to. his/her power of disposition? (Answer "Yes" or "No".) __
b. What was the transferee's age at time of decedent's death?
5, Did decedent in his/her lifetime mal(e 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".)__
6, If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others.
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",)
8, Did decedent, at any time, transfer property, the belericial enjoyment of which was subject to change, because of
a reserved power to alter, amend, orrevoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "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".)
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INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[i] Original
o Supplemental
o Remainder
File Number
21--80-0212
Estate Name _,_V.exa..W,o_Lundy
Febr,uary-2Q.>-19.8.o
Social Security Number ,--16~&9:)'9
Date of Death
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and lor the County 01 Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the laregaing
return at the values set forth opposite each Item in the last column to the right in Schedules IIA", liB", "C", and "E"
Dated:
May 7. 1'l81
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INHERITANCE TAX APPRAISER
INYENTORY
VALUE AS APPRAISED
ADJUSTMENTS
CaaE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
Real Property (Schedule A)
Personal Property (Schedule B)
Jolnt.Held Property (Schedule E)
Transfers (Schedule C)
$
00+
10+
92+
20+
30+
TOTAL GROSS ASSETS
?'l7..zn. 11
Len O~bts and Deductions
(SCHEDULE F)
CLEAR YALUE OF ESTATE
o Lile Estate
o Annuily
40-
93-
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONL V
Tax an $
Tox,on $
Tax on $
s;,QQS,
COMPUTATION OF TAX
$
$
$
$
$
6%
15%
T QI( on $
T ox on S
Eltemptlons
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
$
$
$
Less Crodlts
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST
S + 5 S =
+ =
BALANCE 5
TO 5
TAX CREDIT
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COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND J
Dauphin Deposit Bank and Trust Company
Thomas H. Ha1ker, Vice-President and Trust Officer
55:
being duly
sworn
according to law, deposes and says that he is the Executor
01 the Estate 01 Vera H, 1undy
Camp Hill
lete 01 ___._'__'._' ..,___ _,...' .,__... __ Cumberland County, Pa" deceased and that the
within is an inventory made by Thomas H. Hatker, the said Execu tor
01 the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures apposite each item 01 the Inyentory represent it's lair yalue
as 01 the date of decadent's death,
and subscribed belore me,
c:it~,o / a
"7~Ubmh'rA/ .?' r? at 19dd
-)7 /"
(,~, '~d 1.4f." .' .x' ,
. ~;-c:77-'c:L '_r"'"".J/~r};~/l"YI
Not~ry Public, Curlisle, Cumberland CO,.
My Commission Expires FflbrlJJf'/ 13. 198j
Executor. AJm,'n;,tr,lo."IC" ", ",' 'I,)'. ',",. """",,'" ',r.,"
g ~ .... ."..... ~" . ".\.....: u~f;
Dauphin Deposit Bank &
213 Market Street
Harrisburg, PA 17105
Addreu
Year
Trust Co
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Day
February
Month
1980
Date of D.ath
20
INSTRUCTIONS
I. An inventory must b. liI.d within three months after appointment of personal r.presentatiye,
2. A supplement inventory must be liIed within thirty days 01 discovery of additional a...ts,
3. Additianal sheets may b. attached as to personalty or realty
4. See Article IV, Fiduciaries Act 011949,
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CASH AND CASH ITEMS:
Inyentory 01 the reol and personal estate 01
Vera W. Lundy
decea sed,
Medicare Payment
Pennsylvania Blue Shield
Death Benefit from Public School Employee Retirement System
Public School Employes' Retirement 2/01/80 - 2/20/80
Metropolitan Life Insurance Company, Proceeds on Policy on life of Kathryn L.
Walters
Prorated Real
Pennsylvania
SECURITIES:
82.338 Shs,
69.242 Shs.
36.760 Shs.
80.789 Shs.
109.690 Shs.
1 Sh.
5, Shs.
4 Shs.
5 Shs.
2 Shs.
7 Shs.
1,393,695 Shs.
1,070.503 Shs.
$1,000.
$3,000.
100 Shs.
100 Shs.
350 Shs.
REAL ESTATE:
Estate Taxes on sale of 3001 Beverly Road, Camp Hill,
American Telephone & Telegraph, Capital
Investors Stock Fund
The Corporate Fund Accumulation Program, Incorporated
The Municipal Fund Accumulation Program, Incorporated
Merrill Lynch Special Value Fund, Incorporated
Corporate Income Fund 76 monthly payment series
Corporate Income Fund First Preferred Stock Serial
Merrill Lynch Corporate Income Fund First monthly payment
series
Municipal Investment Trust Fund 11th Pennsylvania series
Municipal Investment Trust Fund 40 monthly payment series
Municipal Investment Trust Fund 42 monthly payment series
Ne" Perspective Fund, Incorporated
Nuveen Municipal Bond Fund, Incorporated
Pennsylvania Po"er & Light 9 1/4% Bonds due 4/1/04
Accrued Interest
Pennsylvania Po"er & Ligh t 7 1/2% Bonds due 1/1/03
Accrued Interest
C. H. Mas1and & Sons, Common
Nothern Indiana Public Service, Common
Accrued Dividend
Pennsylvania Po"er & Light, Common
Residence of 3001 Beverly Road, Camp Hill, Pennsylvania more fully described
Deed Book (R) Volume 12, Page 356, County of Cumberland, Sale Price
130 88
32 72
3,219 03
308 64
1,008 46
143 38
4,101 46
1,431 37
703 59
1,595 58
1,237 30
689 83
3,234 80
2,510 92
3,687 05
1,932 66
6,836 34
11,358 61
8,649 66
693 59
36 74
1,740 75
31 88
825 00
1,200 00
37 50
5,906 25
66,000 00
.
. 'IlEV,455 EX' 1,,"01 SCHEDULE uF"
COMMONWEALTH OF PENNSYLVANIA STATEMENT OF DE8TS
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX AND DEDUCTIONS
RESIOENTDECEOENT _ ==.1"lt~_."j]~y, ~..JJ.<f:t '.
Estate of \lorn IJ !''''"y Date of Death 2/20/80 FileNo, .~ /-- PO -;;.,::2..
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOINING:
1.
2.
3.
4,
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15,
16.
17.
18.
19,
20.
,*,
Claimant
Relationship to Decedont_
Claimant's Address'
ITEM
NO,
NAME OF PAYEE
REMARKS
AMOUNT
$ 45,00
19.81
100. 10
32.64
103.6iI
24.00
16.67
53.01
18.00
11. 60
9.32
11. 85
6.18
10.05
1.50
1.37
11. 90
14.33
4.28
DATE
3/26/80 Cumberland County Register of
Hills
3/26/80 PP & L
To Probate Hill
Electric Service
3/26/80 UGI, Cor oration
..., .
3 26 80 Bell of Penna.
5/03/80 UGI Cor oration
4/03/80 Register of Hills
4/24/80 PP&L
Gas Service
Te1e hone Service
Gas Service
Short Certificates
Electric Service
5/01/80 Patriot News Company
5/06/80 Cumberland County Law Journal
5/19/80 PP&L
~5/19/80 Riverton Consolidated Water Co.
'5/30/80 Truman E. Hormer, Inc.
6/04/80 UGI,Corporation
6/06/80 Bell of Pennsylvania
6/17/80 Jack Gaughen Realtor
Advertising & Proof of Publication
Advertising & Proof of Publication
Electric Service
l;ater Service
Trash Removal
Gas Service
Telephone Service
Notary Fee
6 18 80 Bell of Penns 1vania
6/23/80 PP&L
Balance Due
Balance Due
6 24 80 UGI Cor oration
6/27/80 Riverton Consolidated Water Co.
Ba lance Due
Balance Due
6 27 80 Jack Gau hen Realtor
Commission on sale of real estate of
3001 Bever1v Road. Camp Hill. I'A
4 620.00
TOTAL THIS PAGE 5 115.25
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, lunerul
expenses and expenses 01 administration submitted to the estate as deductions for Inheritance Tax purposes,
SIGNATURE OF ATTORNEY/FIDUCIARY
DATE
OFFICIAL USE ONL V
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S /:F I'll .t/ 6 AT
/
t
PERCENT,
. /F-1'1-fI
DATE
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NOI.1VWl:IO:lNI XV130NV111:l3HNllVl:l3N3D
"
.
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied Ii~bilities incurred by the decedent prior to his/her death are deductible against his/her taxable est~te,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, liduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone 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 aS tate'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 thz 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.
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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,
DauphiIlPeposit
Bank and Trust Company
I..t ~"ll" It LJI "., n."'"'' ,..~U"'..n .;1,"'.""....,,"
lIAHHI'.liUflG Pt:NNS'r'lVANI/,
November 20, 1980
;~ 1- ,h- J..1c'\
Internal Revenue Service Center
11601 Roosevelt Boulevard
Philadelphia, PA 19255
Re: Estate of VerB .'1. J,
Date of Death - ~'eb
Dear Sirs:
'derB1 E ate Tax Return,
ith our Trust Funda check
e tax due,
1,'<
'''''.;'
,;-~ -.....
In accordance with b
Early Determination, as pro
Revenue Code of 1954,
we submit nn Application ~~~
Inte~:
~n:~
llJr-J
r.r:...l..
Very truly yours, ',.."
c~
up.!
Ll
~
Larry A. Hartman
Vice President -
TL"Ust Officer
tAH:b
Encs,
cc: Register of Wills, Cumberland County
REGISTERED c~IL - rotR
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COMMON'iEAL TH OF PENNSYLVANIA
;~EPARTMEHT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~~~,
1'*...
DATE 1/2/81
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is horeby modo for consenl to tho transfor of tho following securitios of 0 Pennsylyania
Caiporatian or 0 National Bonking Associalion locatod in Pennsylvonia:
(0) inn Shs. (bL C.H. Hnslnnd & Sons (c) Common
(NOTE: In describing socurilios ontor in (a), ab 00'0, eithor tho numbor of sharos of stock or tho fa co amount of
registorod bonds, in (b), the nama of the issuing company and in (c) tho closs of stock or the statod ioterest rate
and maturity data of rogislored bonds.)
ISSUED ON
(Dala)
as of tho date of death of the decedent,
Vera tv, Lundy
, on
(Hame of Docedent)
(Oato of death)
(Post Offico)
(County)
Pennsylvania
(Slato)
who wos late of 3001 Beverly Rand
(Street and Number)
Camp Hill
Cumberland
The securities are rogistered os follows: Harry L. Lundy and Hrs. Vera IV. Lundy. Jt.Ten. IV/R/O/S
(Name or namos in which certlflcatos are reglst~red)
~!n~:}M Dauphin Deposit Bank &
'~~t:tCJ'rt51rw",,) (Name)
NAME OF APPLICANT
Trust Co., P.O. Box 2961 Harrisburg, Penna.
(Addross)
Dauphin Deposit BAnk I< Trust Company
I',U. Box 2961 ,)
COUNTY FILE NUMBER ,( /-litl-,,(/-Z.. ADDRESS OF APPLlCANTlarrisburg, Penna, .1?105
BUREAU FILE NUMBER SIGNATURE OF APPLICANT J!y {"ill 1;4
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WIG ~9iMlbn M 11'1' '
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION, -- il)II':', "~"~:r
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I horeby consent ta the tronsfor of the above socurities noW registerod in the nama of th
Decedent and waive tho filing of 0 certificate certifying to the poyment of tho transfer inheritance tox to which
the properly of said Docodont is made subioct pursuant to the provisions of tho Act of June 20, 1919, P.L. 521,
as amended and tho Act of June 15, 1961, P.L. 373, os amended. This is also in accordanco with the provisions
of tho Act of April 9, 1929, P.L. 343.
This Consont to Transfer tho horoin doscribed proporty operatos only in reference to the ostate of the
abovo.named Docodont.
~~
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, "i"
Signed.lo tho Secretary of Raven
. 'J
J
By
~. ~S;9':>>0e) /J ~
~ / '0....L:;:/4Y/~ ~
r (Caunly) .
RCC~72 111'681
COMMON~~AL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURq,U OF COUNTY COLLECTIONS
APPLlCA nON FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Applicatian is hereby modo for COOSOl1t to the transfer of tho following socurities of 0 Ponnsylvania
Corporation ar a Notional Bonking Associalion located in Ponnsylvonia:
DATE
1/2/81
(a) $1,000. (b) Penna. Power" Light Co" 9-1/1,% due 8/1/04 (c)'
. (NOT.E: In doscribing socurities onlor in (a), ob Ole, eilhor tho numbor of shoros of stock or tho faco amount of
registered bonds, in (b), the nama of tho issuing company and in (c) tho class of stock or tho statod interest rate
and maturity data of registered bands.)
ISSUED ON
, and haYing a TOTAL MARKET V A'LUE OF $ '/ 'I .,!, -
Vera W. Lundy 2/20/80
, on
(Date)
as of the dote of doath of the decedont,
(Name of Decedent)
(Date of death)
who was late of 3001 Beverly Road
(Street and Number)
Camp Hill
Cumberland Pennsylvania
(County) (Stale)
(Post OHice)
The securities are registored as follows: Harry L. Lundy & Mrs. Vera W. Lundy JTWROS
(Nama or names in which certificates ore registered)
. xAIZIM*,~'fJM{~) Dauphin Deposit Bank & Trust Co, P.O. Box 2961 Harrisburg, Pennsylvania
EXECUTOR) (Nama) (Add,...)
NAME OF APPLlCANTD.a,unhin__U~PQslLBank & TrllstCompMY
P.O. BOXb2961 P 1 1
Harns urg enna. 05
COUNTY FILE NUMBER ,( ;. Po. -</.2 ADDRESS OF APPLICANT' - 1 '/ /
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT Qr.!./.i~ It.~.
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WI L ,,,!,91BE,,, r/, ""h,
CONSIDERED COMPLETE AND WILL 8E RETURNED TO YOU FOR COMPLETION,
.
COMMONWEALTH OF PENNSYL VANIA - DEP ARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
OAT
I hereby consont to tho Ironsfer of the obovo securities now rogistored in the nome of t
Decedent and waivo tho f:ling of 0 certificoto certifying to the paymont of the Ironsfor inhoritance tax to which
. theproporty af soid Docedont is modo subjoct pursuant 10 the provisions of tho Act of Juno 20, 1919, P.L. 521,
as omendod and tho Act of Juno 15, 1961, P.L. 373, os omendod. This is also in occordonco with the provisions
\
of the Act of Apri I 9, 1929, P.L. 343.
This Consent to Transfer the horoin doscribod proporty oporatos only in referonco to the estate'af the
abovo.nomod Docodont.
t...
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MAII~ orne!:: ZIJ MAnK!:T STReeT IIAnntSDURG. PE:NNSVLVAtHA 17105
711/ i!~!:i .ZI;!I
Htfrnb.r r"dlr(J' D~P"s,'I(uur(Jn(.t1 CorportJI10ft
lOtH' r,." '''( . ""C ."'=' .c....cn..V..C;"ClOC..
January 2, 1981
Rer,!!ster of \~i1'B
r.ar1isle Court House
Carlisle, Pennsylvania
Gen t 1 emen:
Th i s company
of the estate of
a resident of
has ~ua 1 ifi ed and is
,'-____ Vera W. Lundy
Cumberland
actina as Executor
, ~/ho di ed 2/20/80
.,
Coun ty ,
The Executor is desirous of securinQ a l'/aiver to cover
Sl,ono. 1'1'&L Co. 4.,S/' due 8/1/04 The estate is not
yet in a pnsition tollie tile I'ennsyfv~nlailiiieritance Tax Heturn. The
proper forms I'ti 11 be filed in due course, and l'/hat.ever Pennsylvania
Inheritance Tax and Estate Tax is ultimately found to be due will be
paid.
If re~uested by the Department o~ Revenue, we will file a bond in
a form satisfactory to the Department of Revenue.
Please mail the l'laiver to us wilen ready for delivery.
Sin~. erely yours, / / I
/~U~ 77l ~
B#en ton It !Ial:e,
Trust Officer,
"
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I COMMO,~WEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURfAU OF COUNTY COLLECTIONS
.'
APPLlCA TION FOR AND CONSENT
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 horeby modo for CCXlSont to the transfor of tho following securitios of a Ponnsylyania
Corporation or a National Bonking Associalion locotod in Ponnsylvanio:
DATE
1/2/81
(0) 350 Shs. (b) PP&L Company _ (c) Common
(NOTE: In describing socurities enter in (a), ab Ole, oithor tho numbor of sharos of stock or the face amount af
registored bonds, In (b), the nama of the issuing company and in (c) tho class of stock or the stated intorest rate
and maturity data of registered bonds,)
ISSUED ON
,and haYing a TOTAL MARKET VAtUE OF $ ??5o,-
(Dato)
as of the date of death of the decedent,
Vera I,. Lundy
(Namo of Docodont)
, on
2/20/80
(Dolo of death)
who wos late of 3001 Beverly Road
(Stroot and Numbor)
Camp Hill
(Post Offico)
Cumberland
(County)
Pennsylvania
(51010)
The securities are registered os follows: Harry L. Lundy and Hrs. Vera lV. Lundy JTlo/ROS
(Nomo or namos in which cortlflcatos oro registored)
~1~l)R~XXlffl Dauphin DeposIt Bank & TrustCompanv P. O. Box 2961 Harrisburg. Penna.
EXECUTOR) (Nama) (Add,...)
NAME OF APPLICANT Dauph~n Deposit Bank & Trust Company
l':D. ox"'29fH 'I
'" Harrisburg, Penna. 'nos ~ .
COUNTY FILE NUMBER ,( / - 0 0. .u..l~ ADDRESS OF APPLICANT , . /
BUREAU FILE NUMBER SIGNATURE OF APPLICANT ,L)tL'~- t/J~
NOTICE: IF YOU FAIL TO PROPERL Y FILL IN ANY PORTION OF THIS APPLICA TION, IT WILL IiOl;REiI1 Iv1. H8kc
CONSIDEREO COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. - Jrlj"l ('f!lcer
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I hereby consent to the transfer of the oboye securities now rogistered in the name of t
Decedent and waive the filing of a cortificote certifying to tho payment of the tronsfor inheritance tax to which
the property of said Docodont is modo subject pursuant to tho provisions of the Act af June 20, 1919, P.L. 521,
as amendod and the Act of Juno IS, 1961, P.L. 373, os amended. This is also in occordance with the proyisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Tronsfor the herein doscribed proporty aperates only in referenco. to tho estate of the
oboye.nomed Decadent,
COMMON'-'EALTIi OF PENNSYLVANIA
DEPARTMENT OF REVENUE
B\JR~AU OF COUNTY COLLECTIONS
APPLlCA TION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
~
,-?f~
/j ..',@S" :\
" ",~
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is horoby modo for consont to tho trans far 01 tho following socuritios of a Pennsylvania
Corporation or a National Banking Association lacalod in Ponnsylvania:
DATE 1/2/81
(a) $3,000. (b) PP&L Co" 7-1/2% due 1/1/03 (c)
(NOTE: In doscribing socuritios entor in (a), ab 010, oithor the numbor of sharos of stock or tho faco amount of
registored bonds, in (b), tho nama of tho issuing company and in (c) tho class of stock or tho statod intorest rata
and maturity date of rogistored bonds.)
ISSUED ON
, and having a TOTAL MARKET V AWE OF S /'1'<1).-
(Date)
as of tho dale of doath of the docodent,
Ve r (LJol--1l.uw y
(Nome of Docudonl)
, on
2/20/80
(Date of death)
who was lote of 3001 Beverly Road
(Street and Number)
Camp Hill
Cumberland
(Pos,Offico)
(Counly)
Pennsylvania
(Slolo)
The socurities are registored os follows:
Harry L. Lundy & Hrs, Vera Iv. Lundy, JTIVROS
(Namo or namos in which cartificatos are reglstored)
XDj.llms.~~ Dauphin Deposit Bank & Trust Co.
EXECUTOR) (Nome)
P.O. Box 2961 Harrisburg, Pennsylvania
(Address)
NAME OF APPLICANT Dauphin Deposit Bank & Trust Company
-P-;-O-;-Box-296i,
Harrisburg, Penna. l1lOS
COUNTY FILE NUMBER ,( /- 8'~ ' 2/.2. ADDRESS OF APPLICANT I '\ -:- /
BUREAU FILE NUMBER , SIGNATURE OF APPLICANT -1j1.M:i.-z. .. f[';Z;-a..i:_
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL-Ndr::B~ III, f/:1f(()
CONSIDERED COMPLETE AND WILL 8E RETURNED TO YOU FOR COMPLETION, .,J'," 1"1:.",>
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I hereby consent to tho tronsfor of tho above securitios now registored in tho nama of t
Decedonl and woive tho filing of a cortificalo certifying to the payment of the transfor inheritance tox la which
the property of soid Docodent is made subjoct pursuant to tho provisions of tho Act of June 20, 1919, P,L. 521,
as oman dad and the Act of Juno 15, 1961, P.L. 373, as amonded, This is also in accordance with tho provisions
af tho Act of April 9, 1929, P.L. 343,
This Consont to Transfer tho herein describod proporty aperatos only in refercnco to tho ostote iJf the
abave.named Docedont.
, It""
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INSTRUCTIONS
To insure propor crodit to your account, tho noma of tho estato and fila numbor should be
c10arly printod on tho chock or money ordar,
This dotorminotion and ossossment is modo in accordanco with Soction 421 ond Soctian 732
of tho Inhoritanco and Estate Tax Act of 1961,72 P,S, 2485-421,732,
The ostalo tax imposod by Section 421 is duo at tho data of tho docodont's doath but shall
not bocomo dolinquent until the expiration of oightccn (18) months nftor docodont's doath proYided
that any ostato tax occasionod by a final chango in tho Foderal roturn or of the tax due thoroan
shall not bocomo delinquont until tho expiration of ono (1) month after tho parson liablo to pay
tho tax recoives finol natico of tho incroaso, Calculate interost from tho dolinquont date shown
on the face of this form to tho data of payment using the following intorost tab'a:
----------------------------------------------------------------------------------
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months ,025 8 months .040 11 months .055
3 months .015 6 months ,030 9 months ,045 12 months ,060
1 day ,00017 11 days ,00186 21 days ,U0352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4days .00068 14 days .00237 24 days ,00403
S days .00085 15 days ,00250 25 days .00420
6 do ys .00101 16 days .00267 26 days .00437
7 days .00118 17 day s .00284 27 days .00454
8 days ,00135 18 do ys .00301 28 days .00471
9 days .00152 19 days .00318 'lJ days .00488
10 day s .00169 20 days .00335 30 days .00500
,----------------------------------------------------------------------------------
Any party in interest, including tho Commonwealth and tho porsonal represontatiye, not
satisfied with the assossment may objoct thoroto within sixty (60) days oftor roceipt of this
notice as proYided by Section 1001 of the Inheritonco and Estato Tax Act of 1961 (72 P,S.
~ 2485-1001)
Make check or money order payoblo to:
"Rogistor of Wills, Agonl"
Mail to tho address listed below:
PlnNCII'M, DISBUHSEMEN'l'S
1980
Mar. 26 Cumberland County Register of Wills - Probating Will
Mar. 26 Pennsylvania Power and Light Co. - Electric Service
Mar. 26 UGI Corp. - Gas Service
Mar. 26 Bell of Pennsylvania - Telephone Service
Apr. 3 Cumberland County Hegister of Wills - Short Certificates
Apr. 3 UGI Corp, - Gas Service
Apr. 24 Pennsylvania Power and Light Co. - Electric Service
May 1 Patriot-News Co. - Cost of Advertising and Proof of Publication
May 6 Cumberland Law Journal - Cost of Advertising and Proof of Pub-
lication
May 8 Patriot-News Co. - Balance due
May 19 Pennsylvania Power and Light Co. - Electric Service
May 19 Riverton Consolidated Water Co. - Water Service
May 30 Truman E. Horner, Inc, - Trash removal
June 4 UGI Corp. - Gas Service
June 6 Bell of Pennsylvania - Telephone Service
June 18 Bell of Pennsylvania - Balance due
June 23 Pennsylvania Power and Light Co. - Electric Service, Final Bill
June 24 UGI Corp. - Gas Service
June 27 Riverton Consolidated Water Co. - Water Service,Final Bill
June 27 Jack Gaughen Realty - Notary Fees on sale of Real Estate
June 27 Jack Gaughen Realty - Commission on sale of Real Estate
Aug. 29 Cumberland County Register of Wills - Short certificates
Nov, 18 Commonwealth of Pennsy1ania Department of Health - Death
Certificates
Nov. 21 Cumberland County Register of Wills - Pennsylvania Inheritance
Tax
2 L1~[P.
99 PAC[ 710
$ 45.00
19.81
100.10
32.64
10.00
103.64
16.67
18.17
18.00
34.84
11.60
9.32
11.85
6.18
10.05
1.37
11. 90
14.33
4.28
1.50
4,620.00
16.00
15.00
17,140.56
1980
Sept, 2 In teres t : U.S. Treasury Daily Repurchase /lgrecmcnt
Sept. 8 Intcrest: Sales /lgrecment of lIlfred F. and Hope S. Fagan
Sept. 25 Intercst: Investors Stock Fund, Inc.
Oct. 1 Interest: U.S. Treasury Daily Rcpurchase /lgreement
Oct. 3 Interest: Sales Agrecment of /l1fred F. and Hope S, Fag an
Nov. 3 Interest: U.S. Treasury Daily Repurchase Agreement
Nov. 3 Received 1.551 Shares Merrill Lynch Special Value Fund, Inc.
as Reinvested Dividend payable 4/21/80
Nov. 3 Received 0.956 Share Investors Stock Fund, Inc. as Reinvested
Dividend payable 4/25/80
Nov. 10 Interest: Sales Agreement of Alfred F. and Hope S. Fagan
Nov. 11 Received.o.763 Shares Merrill Lynch Special Value Fund,
Inc. as Reinvested Dividend payable 10/10/80
Nov. 17 Dividend: Investors Stock Fund, Inc.
Dec. 1 Interest: U.S. Treasury Daily Repurchase Agreement
Dec. 1 Interest: Master Rescrves Trust Government Portfolio
Dec. 12 Interest: Sales Agreement 'of /l1fred F, and Hope S, Fagan
Dec. 30 Received 70.299 Shares Nuveen Municipal Bond Fund, Inc. as
Reinvested Dividend
Dec. 30 Received 194.136 Shares New Perspective Fund, Inc, as Rein-
vested Dividend
1981
Jan. 2 Interest: U,S. Treasury Daily Repurchase /lgreement
Jan. 2 Interest: Master Reserves Trust Government Portfolio
Jan. 5 Dividend: American 'relephone and Telegraph Co,
Jan. 8 Interest: Sales Agreement of /llfred F, and Hope S, l'agan
Jan. 20 Received 8.929 Shares Nuveen Municipal Bond Fund, Inc, as Re-
invested DiVidend
Feb. 2 Interest: U. S. Treasury Daily Repurchase /lgreement
4
1I8[R
99 fAGE 712
$ 57.61
527.85
17.20
76.26
527.70
108.86
12.61
17.66
527.55
9.44
19.13
81.49
8.01
527,39
542,27
407.27
39.05
24,06
102,50
527,23
62.86
41.95
1981
MaY21 Interest: Northern Indiana Public Service Company
May 28 Dividend: Pennsylvania Power and Light Company
May 28 Income earned on securilies held at Merrill Lynch
May' 28 Interest: Pennsylvania Power and Light Co. 9.25% First
Mortgage Bonds due 4/1/04
June 1 Interest: U.S. Treasury Daily Repurchase Agreement
June 1 Interest: U.S. Treasury Daily Repurchase Agreement
June 5 Interest: Sales Agreement of Alfred F. and Hope S. Fagan
June 16 Dividend: Corporate Income Fund First Preferred Stock Series
June 16 Dividend: Merrill Lynch Corporate Income Fund First Monthly
Payment Series
June 16 Dividend: Municipal Investment Trust Fund 11 Pennsylvania Series
June 16 Dividend: Municipal Investment Trust Fund 42 Monthly Payment
Series
June 16 Dividend: Corporate Income Fund 76 Monthly Payment Series
June 16 Dividend: Municipal Investment Trust Fund 40 Monthly Payment
Series
TOTAL INCOME RECEIPTS
INCOME DISBURSEMENTS
1981
May 11 Pennsylvania Department of Revenue - 1981 Pennsylvania Fidu-
ciary Income Tax
May 11 Internal Revenue Service - 1981 Federal Fiduciary Income Tax
June 29 Transfer to principal to cover fees to close account
Dauphin Deposit Bank and Trust Cd. - Service charge for pre-
paration of 1979 Individual Income Tax Return
Dauphin Deposit Bank and Trust Company - Service charge for pre-
of 1980 and 1981 Fiduciary Income Tax Returns
Dauphin Deposit Band and Trust Co, '- Conunission on income
(5% of $10,560.34)
TOTAL INCOME DISBURSEMENTS
L1Bl~
99 PAce 714
6
$ 37.50
196.00
$ 1,625.03
44.25
88.77
33.53
526.43
31.45
23.96
25.45
48.86
7.66
14.10
$10,590.34
$
86.00
554.00
1,200.00
50.00
75.00
528.02
$ 2,493.02
SUMMARY
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
TOTAL INCOME RECEIPTS
TOTAL INCOME DISBURSEMENTS
PRINCIPAL
CASH:
SECURITIES:
BALANCE CONSISTS OF THE FOLLOWING:
$185,313.51
-76,520.67
$108,792.84
$ 10,590.34
- 2,493.02
8,097.32
$116,890.16
CARRYING VALUE
MARKET VALUE'
6/19/81
$3,000 Pennsylvania Power and Light Com-
pany, 7.5% First Mortgage Bonds
due 1/1/03
$1,000 pennsylvania Power and Light Com-
pany, 9.25% First Mortgage Bonds
due 4/1/04
82 Shares American Telephone and Telegraph
Company
100 Shares
100 Shares
350 Shares
5 Shares
1 Share
69.242 Shares
116.437 Shares
4 Shares
2 Shares
C. H. Mas1and and Sons
Northern Indiana Public Service
Company
Pennsylvania Power and Light
Company
Corporate Income Fund First Pre-
ferred Stock Series
Corporate Income Fund 76 Monthly
Payment Series
Investors stock Fund, Inc.
Merrill Lynch Special Value Fund,
Inc.
Merrill Lynch Corporate Income
Fund First Monthly payment'Series
Municipal Investment Trust Fund
40 Monthly Payment Series
.
Distribution purposes only.
Not income tax basis.
L11,U; 99 PACE 715
7
$
92.74
92.74
$
1,740.75
1,560.00
693.59 640.00
4,084.62 4,720.13
825.00 768.75
1,200.00 1,175.00
5,906.25 6,168.75
3,234.80 2,934.80
689,83 633.75
1,431.37 1,460.31
1,292.15 1,414.71
2,510.92 2,324.56
1,932.66 1,647.50
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and TruslCompony
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INCOME
CASH:
$3,71B.56
SECURITIES:
.478
1.157
Shares Investors Stock Fund, Inc.
Shares Merrill Lynch Special
Value Fund, Inc.
Shares New perspective Fund, Inc.
10.08
105.666
14.06
873.86
TOTAL INCOME BALANCE
$4,616.56
$57,3B5.33
Harry L. Lundy, Jr. - 1/4 share of the
residue in accordance with Item Second
(c) of the will consisting of:
PRINCIPAL
CASH:
$
.15
SECURITIES:
10.365 Shares Nuveen Municipal Bond
Fund, Inc. 71.00
Real Estate: Sales Agreement of Al-
fred F. and Hope S. Fagan 26,313.25
TOTAL PRINCIPAL BALANCE $26,384.40
INCOME
CASH:
$1,142.64
SECURITIES:
TOTAL INCOME BALANCE
Inc. 5.04
Value
7.03
Inc. 436.93
Fund,
716.63
$2,30B.27 28,692.67
.239
.57B5
Shares Investors Stock Fund,
Shares Merrill Lynch special
Fund, Inc.
Shares New Perspective Fund,
Shares Nuveen Municipal Bond
Inc.
52,B33
104.61B
lIRlR 99 PACE 721
2
Cathryn G, Lundy - 1/4 share of the residue
in accordance with Item Second (b) of the
Will consisting of:
PRINCIPAL
~:
SECURITIES:
$1,000 Pennsylvania Power and Light
Company, 9.25% First Mortgago
Bonds due 4/1/04
41. Shares AT & T Company
50. Shares C. H. Masland and Sons
50. Shares Northern Indiana Public
Service Company
176. Shares pennsylvania Power and
Light Company
3. Shares Corporate Income Fund
First Preferred Stock
Series
34.621 Shares Investors Stock Fund,
Inc.
58.2185 Shares Merrill Lynch Special
Value Fund, Inc.
1. Share Municipal Investment Trust
Fund 40 Monthly Payment
Series
2. Shares Municipal Investment Trust
Fund 42 Monthly Payment
Series
1. Share Municipal Investment Trust
Fund 11 Pennsylvania
Series
696.8475 Shares New Perspective Fund,
Inc.
1060.138 Shares Nuveen Municipal Bond
Fund, Inc.
TOTAL PRINCIPAL BALANCE
INCOME
CASH:
SECURITIES:
.239 Shares Investors Stock Fund,
Inc.
.5785 Shares Merrill Lynch Special
Value Fund, Inc.
52.833 Shares New Perspective Fund, Inc
$
79.69
640.00
2,360.06
384.37
587.50
3,102.00
1,760.88
730.15
707.36
823.75
1,605.00
578.75
5,762.93
7,261.95
$26,384.39
$ 1,859.28
5.04
7.03
436.93
TOTAL INCOME BALANCE $ 2,308.28
~B(R ' 99 rACE 722
1981
June 9 Dividend: communica.tions satellite Corp.
June 16 Dividend: Nuveen Tax Exempt Bond Fund, Series 66
June 16 Dividend: Nuveen Tax Exempt Bond Fund, Series 68
June 16 Dividend: Nuveen Tax Exempt Bond Fund, Series 79
June 16 Dividend: Nuveen Tax Exempt Bond Fund, Series 83
June 16 Dividend: Nuveen l].lax Exempt Bond Fund, Series 118
TOTAL INCOME RECEIPTS
INCOME DISBURSEMENTS
1979
-
NOV. 26 Riverton Consolidated Water company - Water Service
Nov. 26 Bell of pennsylvania .- ~'el.ephone Service
Nov. 26 Truman E. Horner, Inc. - Refuse Removal
NoV. 30 U.G.I. Corp. - Gas Service
Dec. 13 Bell of Pennsylvania - ~'elephone Service
Dec. 19 pennsylvania power and Light Company - Electric Service
1980
Jan. 3 U.G.I. Corp. - Gas Service
Jan. 14 Bell of Pennsylvania - Telephone Service
Jan. 22 pennsylvania Power and Light Company - Electric Service
Jan. 30 Margaret J. Fritz - Notary Fee
Feb. 1 U.G.I. Corp. - Gas Service
Feb. 12 Truman E. Horner, Inc. - Refuse Removal
Feb. 12 Bell of pennsylvania - Telephone Service
Feb. 19 Riverton Consolidated Water Company - Water Service
Feb. 21 Pennsylvania Power and Light Company - Electric Service
June 13 1980 County Personal property Tax
lIBLR 100 P~GE 64
$ 14.38
382.32
368.60
404 . 28
376.61
366.76
$ 20,688.97
$
8.75
10.67
11.85
47.35
15.87
18.97
78.07
10.70
21. 08
1.00
90.00
11. 8 5
10.78
8.75
39.88
3.83
BALANCE CONSISTS OF THE FOLLOWING:
CARRYING VALUE
MARKET VALUE'
6/19/81
PRINCIPAL
CASH:
$ 6,599.88
$ 6,599.88
SECURITIES:
101. Shares Nuveen Tax Exempt Bond Fund, Series
66 10;786.50 7,569.95
99. Shares Nuveen Tax Exempt Bond Fund, Series
68 10,672.70 6,955.74
98.313 Shares Nuveen Tax Exempt Bond Fund, Series
83 10,968.29 7,727.40
99.177 Shares Nuveen Tax Exempt Bond Fund, Series
79 11,275.93 8,282.27
99.413 Shares Nuveen Tax Exempt Bond Fund, Series
118 10,411.03 6,366.41
$1,500 AT & T Company, 8.75% 3D-year Debentures
due 5/15/00 1,433.44 1,070.63
40. Shares Pennsylvania Power and Light Company,
$8.00 Preference 3,180.00 2,290.00
30. Shares Potomac Electric Power Company, $4.04
Series Preference 414.38 435.00
476. Shares American Telephone ar.d Telegraph Com-
pany 27,816.25 27,548.50
25. . Shares Communications Satellite Corp; 1,057.81 1,445.31
20. Shares General Electric Company 1,122.50 1,308.75
50. Shares International Harvester Company 2,196.88 818.75
60. Shares J.C. Penney Company 1,953.75 2,167.50
200. Shares Pennsylvania Power and Light Company 4,150.00 3,562.50
110. Shares Public Service Electric and Gas
Company 2,261.88 2,124.38
TOTAL PRINCIPAL BALANCE $106,301.22 $ 86,272.97
INCOME
CASH: $ 7,001.14 7,001.14
$113,302.36 $ 93,274.11
,
Distribution purposes only.
Not income tax basis.
L1alf: 100 P~[E 66
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RSV-t07 EX ("'0)
INHERIT ANCE TAX REFUND CALCULATION SHEET
ESTATE OF VE.R..A uJ. L UN DY
COUHTV OF Q.Ll M@"f: R LA JJ tl
OAT!: OF APPRAISEMEHT .s; ~I ~J
STATE FILE #
DOCKET #
REAL PROPERTY $ 1"(0 (Jon. ()(J
,
PERSOHAL PROPERTY 59 7~3.(".s
I
TRAHSF ERS ,G,lJ, /-, ::J..l.J,::J.."7
JOIHTLY HELD PROPERTY '(P. )/(,,'1. '''I
.
GROSS ASSETS :2'1 7. .:2 7 7. 1/
.
LESS DEBTS AHD DEDlJCTIOHS '5.171.45
ctEAR VALUE $ .:2'6.:1,IOS.bra
TAX@6% /IS%
$
LESS 5% DISCOUHT OH $
PLUS 6% IHTEREST FROM: )1/.':1.0/,>10 TO: #D~OOOI1)
HET TAX DUE
LESS TAX PAID
REFUHD DUE
$
CALCULATED BY: Q.. uJ..Q..e~
() -
REFUHD CLAIMED: $ ~ll . :::\S
DATE: ., \ ';;l I l e \
REFUHD DETERMINED: $
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