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No. 21~80'- 217
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate af ALICE S. &.00.5 GIi:ccJ'(SI~~_, deceased.
Harold B McLane, Deputy
Ta R;c.I,,!l, J [, AI ,d<:13e1'1, Register of Wi lis for the County of Cumberland,
in the Commanwealth at Pennsylvania,
IS
Petitioner(s) o.re the execut.o.L...~---- named in the Last Will and
Testament of A-~ICf 5, BOclb - dated .NOU, :?~ I !1{ej,
Decedent was a citizen of the United States and a resident of
Township
BOrl3ugh, Cumberland County, Commonwealth
5'. Ct\ \ c\c\ to -fa rJ
of Pennsylvania.
Decedent died on '/Vl6r-Jd~
A. D. 19BQ.., in the County of
rn
the I c 1"'1 day of
f!(~/l /otJd
MMcl
, State of
at the age of 7 ~ years.
has '- her
Decedent J-. ~ ,e.t' been married and has Rot had children born to ~
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
~ ~ ,1ltX) and of real estate to the value of
.
jj;.. ~~ We)
as near as can be ascertained; said
real
~f)
estate situated as follows
KO.:l:!. \ I Gard. -
epp-Iy
Therefore, your petitionerWJ respectfully applies for the probate
of the said Lost Will and Testament and for Letters Testamentary thereon.
Dated ~ ~O /~jJ;yv/~A:~
Nome and address Gte,,!\! D, BQ:)~.5
of Petitioner(s)
(&,o~ ~ 5t
~1\oN>~W\ J Q
C~~b CO)
COMMONWEALTH OF PENNSYLVANIA ~ss
COUNTY OF CUMBERLAND \
nD"1
Glenn D. Books
named in above application, being duly
say(s) that the statements set forth In
sworn __'_ according to law
this petition are true to the
sworn
knowledge and belief. ,',-,
~ /~~'
and subscribed before .I . '/ ~/.L:' .' -0'
best of 11 is
me _ March 19__ 19 80
'-~~_ Deputy
RisRSreJ [, t.R6eraSI"l, Register
~------
-.---------
/~
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J, BI'UCE' \j..xd~
~1A0G&s51,..,~--r ~~t
Ib ~ nY(,
~tI"~WI R.. O/of
(.. oj..'
1980
Attorney:
.-
.,
,. I 4,
LAST WILL AND TESTAMENT OF
A LICE S. BOOKS
I, ALICE S. BOOKS, widow, of South Middleton Township, (R. D. # 1,
Gardncrs), Cumberland COllllly, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and declare this
as and for my last Will and Testament, hereby revoking and making void
any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts
and funeral expenses as Soon after my death as may be found convenient to
do so.
2. I give and bequeath all of my clothing and jewelry to my daughter,
Sarah R. Stoerzinger.
3. All the rest, residue and remainder of my estate, real, personal
and mixed, and wheresoever the same may be situate, I give, devise and
bequeath in equal shares to my eight (8) children, their heirs and assigns,
the share of any deceased child to pass to his or her issue per stirpes, and
if there be no issue then SUch share shal.llapse. I am the mother of the.
following eight (8) children: Leroy W. BOOks, Marlin E. BOoks, Sarah R.
Stoerzinger, Glenn D. Books, Donald Lee BOoks, George B. Books, Harry K
BOoks, and Robert W. Books.
4. Should any person less than 21 years of age share in my estate, I
nominate, constitute and appoint Cumberland County National Bank and 'Trust
Company, Mt. Holly Springs Office, Mt. Holly Springs, Pennsylv-ania, its
successors and assigns, as Guardian of the estate of such minor child and I
authori7.e~!ld direct said Guardian to invest the same and to pay so much of
,
the income arising thereon together with so much of the prinCipal thereof as
in the opinion of sa.id Guardian is necessary or desirable to be expended for t e
proper maintenance, support, or edUcation of such minor child, to the person
having custody of such minor child, and Upon such child, attaining 21.years of,
age to pay the then remaining principal together with any undistributed incom
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I
COUNTY OF CUMBERLAND
( ss:
This. ............ ........~.~~~...............,......... ...., ,..,.......,. duy of...,...." ,...... ..~,~~.~,~~...... ,............... ........... A.D., 19.~..,
Harold E. McLane, Deputy
before me R;,l...,::l--E. lll,dcl~".., Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumbel"iand, in the Commonwealth of Pennsylvania, personally came ...,..,.......
......."....R.Q~i.....f.f.\l,.,.~....!.,....?~~...~~.......,...,........"..,.......,..,...,...,...."...,.......,.................,................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ......,jJJ"l'E..."".?........~Y.\~.,.,.,............ ............. ,...., ,......,.. Dated .....Jll.?8,k,~...............,
lateof..........~:......f.tt\.J.d.&.,(v.Y.:)......:k\;?...............,......................,....... Cumberland County Pa., deceased
who being duly............,..................,..,........ according to law, depose and say, that ,..~......~~...............
present, and saw and heard the testa~.)(......................, ......A...I.\"E....~,....~$.........,.............,..,.......
sign, seal, publish, pronounce and declare the said instrument of writing as and for h.~..!:'........ Testament
and Last Will, and at the time of so doing .........:~..~......,........,..............was of sound and disposing mind
memory and understanding, to the best of ..........b.i,9................,...........knowledge, observation and belief.
sworn d' b "'
.........................,..................... an subscrIbed elore
,-
........f1..~...~.:....~.~...,........,...,."..................
~~\S~.S:.~..?.7?::.~!:...
Rioh..uJ E. ...tUiLf:..[J.~{:.~}ister
...,......,....."..,.,..,...,...............,..".,..,.."..........,.......,....
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND ! ss:
..."..,.....,.d..,.S..~~.(~,.,.....~.*~..................,".,.........,..........,........,......,..""....."...,............being duly
............,....,...........,..,............... says that as nearly as can,be ascertained the said decedent ,..ttJI.Cf....?:.....
........,.........."..........~hs.......,.,.........,.....,..,...,....."...........,.,...,.........,.........,...,......,...,......"............,......died on
.....fh(i~.&.if:l)..............,...... the ..........!.Q~.............day of .............rrr.~.9.h..........,........., A.D., 19~.,
at or about .........,5Q.$...................... o'clock, )t.M.
sworn d b 'b d thO
.......,..,...........,.....................,.......an su SCrI e IS
..................).~~..................... day of ...~........
19, 'i>.Q.." before
~Jt\::;~~J~..............~.~?~.~!:
. Ri~hdl dE. )&I.elu.:.nH, Register
7':1'<)
t-......
COMMONWEALTH OF PENNSYLV,\NIA
COUNTY OF CUMBERLMIO
5S:
Glenn Books
'.< tlccorclil1~J 10 lilW, d(!po\f.!~ ,lnd says thllt h(~ Js ~?Ccc;~tQ~__ __'P"_'. . ...... _..__
of the [,1,,10, of "__ Al:.~c.,:~.}3..(J,o!,!3..., _______"_____"___'_ __'.
. _ _ _, Cumberl"nJ County, P"., dece,lled and thot thu
him E t
within is rln inventory mt,dn by . .__.. .'_0_.__' ,..__ "__"0 .d__ ~"'"___.~~ _. ...___ __n.~,_.__ '''___'1 .the said _.__xes.~~__,.___._
of ill!: entire cstrlfo of s"id dcc(!dp.n~, cOfl~isting of idl ihe pcrsClna! propurty and roal cstiltc, uxccpt real cst~te outside
tho Commonwealth of Pcnn.ylv.1nitl, c111d th,d' the Figures opposHt' each Hum of thr: Invontory roprcsl'l1t W:: fC:lir valuD
as or the d.,te of dOClJcl':'llt's dClttth.
being duly
sworn
S,_ Middleton Twp,
1010 of ,.,_..
Sllil.r!L.~__ .nd ,ub,cribed before me,
,-41~--LI3~~--,_.~------
E:tocutar - Administrotor
~talY Public. this 13th day 19._i!Q.._
of December.
i)1~MJ!jl YfI.J..L!ld:.2-
N,\NCY LEFrVllCH, Notary Public
Horrl'burg, Dauphin Co
My Commission Expire, Oct. 3, 1903
_.___.Li~!>!:.~~E.~et
_,_____Mi~l_"'!3.E~E.g, PA. 1706~_________
Addrou
D,y
March
Month
1980
Y913~
Date of Death
10
INSTRUCTIONS
I. An inventory must be lilad within three months aftcr appointment of pe"onal represent.tive.
2, A supplement inventory mu,t b" filed within thirty day' of di,covery of addilion.1 a"els.
3. Additional sheels may be attached as to personalty or realty
4, See Arlicle IV, Fiduciaries Act of 1949.
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SelieI' ....................... .......9. !.~.~.':':..!?:....!~.'.'?I<.~!....l~~~,~.~~.~?..::..'!.!. .~.1!. ~...l~,~t~. t,~'.. '!. !...~.I.ic:.". ~.;.!.. ..U.?,\~,l~~...........................................
Fred J. Webcr
Huyer ..........................................................................................,.......................................................................................................................
. Sctttemcllt Date, ........?/.},?l.~.O'............:.........................,.............................. ".........................,....., 'rime ..............................................
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ICo",idera t ion ....'................ ....... ................... ........ ..... ..............,... ..... ............. ......,........ ....................... .................. ............. $G..'L .QQ.9.... ...9.Q..
I . ,\LLOW,\:'\CES DUE SEI.LER:
j
I
I City Tax
I
i County Tox
1\' School Tax
I.
-. -
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'1'ot:11 Amount l'ntll
Amount .1Jrep~ld
$....,...........................TO Dee, 31, In........
..........jJ.,..2.7......To Dcc. 31, lD~.Q...
..........?,~.1.,..Q.?.....To Jul. \ lD.~.Q..
.............r-.!os. @
....7......Mos, @
....L,..Mos. @
$...............................' ...................,..................
$"........,...,................. ...........................,.........,
$,................,............., ......................................
$.........,...................... .....................,.....,..........
$................................ ...........................-.......
36
23
15
67
Water & SeIVer Rent ....................To
,19........ ............Mos. @
Fire Ins. Premo ................................To
House Rent:
Monthly ..........._...................To
I 19......., .....h.....i\~as. @
i"1mt. Earned & Uncollecttd
,19........ ............1\105, @ $................................ ............._..:....................
--
, ALLOWANCES DUE BUYEP.:
$.?,?... ...Q.?9.......~?...
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Selling Price including adjustments ................................"............ ...................................................,......................... $.....??.....Q.2.9.:.....~.?... \
Total .....,..........................,.............................................................
Total Amounl
Amour.t Due & Unpaid
City Tax $...............................To Dec. 31, 19.....,.. ............Mos,
County Tax ,............................,.. To Dec. 31. 19........ ....~,....Mo'.
School Tax ................................To June 30, 19........ .....L...Mos.
Wnter & Sewer Rent ...................... To ,ID........ ............Mos.
@ $................................ $........,....,....................
@ $,............................... ......................................
@ $................................ ,.....................................
@ $................................ .....................................
House Rent:
Amt. Collected & Unearned.
..........,..-..,....,...............
Monthly
':::.,::=,::::::.::::....,:::::.::::::::~,~.......,....,......~...~~,:::::.:,::...:::'.':::....:::l~..:....~...~:...::::..:::..,:.::...:::::..,:::.....::J......,.............................
....................................
SE'ITLE)IE1':T WITR SELLER
SETTLEMENT WITH BUYER
$....,..,.....................
Minus down payment
Other Co.;t~:
Se"rch of Title
Pl't:pare Bond &
Mortgage
$.............................. $.?.~..-I-~::........~~......
23 059 82
$...............................
Ba~cedue as above
Adv. down pnyment
lIlinus obligations
Mortgage Prine.
Interest to
Satisfaction
$.?,5... ...Q,5.9.. ...~g
Balance due as above
2,000
$,...,.......... ...............
...........,.....-................
...................................
$.u....Q.f?.9... ....8.2...
Record Mortgage
Record Deed
....,...........................,.
,.................................
Tnx Llcn Certificate
...................................
Costs:-
Prepare Deed
Affidavits
U,S. Rcyttluc Stamps
Pa. Trans. Tax
Other Trans. Tax
$,.............................
A(fidavit~
Settlement Fee
..................................
.........................,........
...................................
.......l.T.o..~....??..~.....
250
00
Pa, Trnns. Tax
....1.T~..::.}.~9,........
...............................,..
Other Tmns. Tax
..................................
Escrow ^rt,
Realtor Pro!. Service
uu...u\
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20' l-
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2" . +
AO' + $35.00 LI'/ll:O 1'001',: (cont'(])
\ , . +
10' + 20.00 2 small standS ~, 5.00
,1
2 . +
5 . t 5.00 BBDH001',:
3 . t
,0' t. ClotheS 'rTee 2.00
50 . t 25.00
,0' t IToning BoaTd 5.00
15' + 40.00
2 . t VIOOden :straigh t- bacKed
3 . t 15.00 ChaiT :5.00
2- t "
2 . t 10.00 \';vo':1'8i.l 1'10\:8:" ~t:1nG 2..00
, . + UpS'r;\Il-.:J
[, . + ,2.00 BBDROOl,;:
10' + Sewing
40' + 5.00 Machine 50.00
5 . t'
2 . t 3.00 Sh":.iiLL U\:'s'rl,I}(S hOOM:
, . +
" . + nces 50.00 portable Clothes Closet 5.00
. , . +
3 . + 50.00 BooK Shelves 10.00
2 . l- straight-backed
SO' + 30.00 ChaiT 3.00
, . + Up:oTilll{S BEDROOM: i
\0' + IS, \
3 . + 15.00 .
Double Bed) ,
~ :, . t, \
+ Dresser ) 25.00 I
~ . ,
;:~:0:'\ 20' + ,\
2.00 straight-backed Chair 3.00 ,
'2':l- + ,
{~~~~' 5 . + Ul'STAIE::l BEDHOONi:
f[~'\ 20' + 3.00
600' t 2.00 .single Bed
2' . l- 20.00
j"; ;\"
;/..':,
(!i::~::, 20' t 2.00 ',lash stand 25.00 i
5 . + lieS I
..~:.....' I
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I" . + BooK Shelves 5.00 i
i
1;2 A 5 . 00 . ATrrIC: ,
5.00
2 End Tables 6.00 Roc\<int3 Chair 20.00
TV &. stand 10.00 G-id.\.hGB:
3 Rockers 10.00 19?f~ Gremlin 600.00
. over_stuffed Arm Cha ir 5.00 1l0JJ\OI1Jllde 'ruble Sa'll 25.00
ClotheS Tree E.OO 'Noed stove 20.00
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QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any tl<lnsfer of any material part of his estate withoul receiving
valuable and adequate consideration? (Answer "Yes" or "No",) NO_
2, Did decedent, within two yeals of death, transfer properly from himsel II hefsel f to himsel (/hersel f and anolher party
or parties (including a spouse) in joint ownership? (Answer "Yes" Of "No",) NO
3. If the answer to one or two above is "Yes" and the transfers are claimed 10 be nontaxable, provide the following
information: N / A
a, Age of decedent at time of transfer,
b. Copy 0 f death certi fi cate,
c, Affidavit by the attending physician indicating lhe slate of decedent's health at time of transfer.
d. All other information supporting nontaxability of transfer,
4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No",)
a. Was there any possibility that the property transferred mighl return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) NO
b. What was the transferee's age at lime of decedent's death?
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her
death:
a, .The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ~
b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No" ,) NO
6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others.
N/A
7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) NO
8, Did decedent, at any time, transfer property, the baleficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No",) NO
9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No".) NO
'-:-
r---
II
A LICE S. BOOKS
I, ALIC:I~ S. HOOKS, widow, of Routh lVtidcllCJI.on 'l'ownshi[J, (R D II 1
. . ,
Cl:l.rdners), Cumuedand County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and declare this
as and for my last Will and 'l'estmnent, hereby revoking and making void
any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts
and funeral expenses as soon after my death as may he found convenient to
do so.
2. I give and bequeath all of "my clothing and jewelry to my daughter,
Sarah R. Stoerzinger'.
3. All the rest, residue and remainder of my estate, real, personal,
and mixed, and wheresoever the same may be situate, I give, devise and
bequeath in equal shares to my eight (8) children, their heirs and assigns,
the share of any deceased child to pasS to his or her issue per stirpes, and
if there be no issue then such share shall lapse. I am the mother of the
following eight (8) children: Leroy W. Books, Marlin E. Books, Sarah R.
Stoerzinger, Glenn D. Books, Donald Lee Books, George B. Books, Harry K
Books, and Robert W. Books.
4. Should any person less than 21 years of age share in my estate, I
nominate, constitute and appoint Cumberland County National Bank and Trust
Company, Mt. Holly Springs Office, Mt. Holly Springs, Pennsylvania, its
successors and assigns, as Guardian of the estate of such minor child and I
authorize and direct said Guardian to invest the same and to pay so much of.
the income arising thereon together with so much of the principal thereof as
in the opinion of said Guardian is necessary or desirable to be expended for t
proper maintenance, support, or education of such minor child, to the person
\ having cnstody of such minor child,nnd upon such child aLtaining 21 year's of
,
11
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age to pay the then remnining princilXtl together with any undistributed income,
\
\
. ,
, AEV,Mj4 (l.BO)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
(Instructions on Reverse Side)
Estate of A lice S. Books
- .
P
TOTAL E VALUE OF
ITEM R
DESCRIPTION MARKET C DECEDENT'S
NO. VALUE E INTEREST
N
T
~ ~ -
!. Certificate of Deposit CCNB Bank 3500 \/2 1750/
1112770, datClh975 ,~ctt;u..rh- '/-3, '/5'
2. Certificate of Deposit CCNB Bank 3500 \/2 1750"""-
1112769, dated 1975 ,;..ct"",,~d;: Y'3, 'tr
each joint with Harry 1<, Books, son of
decedent, at 125 Woodbrier Road,
Winston Salem, NC 27106
.
I
I
TOTAL THIS PAGE (500)
""'.=
DEPARTMENT
VALUATION
(Orlicial Usn Only)
- -:-=-=-.
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File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0217
REV."B4 !X+ (15-601
Date of Death
3-10-80
m Original
o Supplemental
o Remainder
Estate Name
Alice S, Books
Social Security Number
187-16-6751
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inh.ritanco Tax Appro;ser in and lor tho Caonty 01 Cumbel'land
Ponnsylvanla, do respectfully report that I nave appraised the roal and personal property as reported in tholarogaing
rotum at the values set forth opposite each Item in the last column to the right in Schedules IlA", liB", flC", and liE"
Dated:
Mal'ch 13, 1981
~f.lIN'd JIi"t~A(JI{./)
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
ADJUSTMENTS
COOE (HARRISBURG USE ONLY) REMAINOER APPRAISEMENT CODE
Real Proporty (Schedol. A)
Perlonal Property (Schedule B)
$
25,000
1 245
00 aD+
00 10+
92+
Jolnt.Held Property (Schedule E) 20+
Transfers (Schedulo C) 30+
TOTAL GROSS ASSETS ______29~}6.8_ ,7.~
Leu D.bts and Deductions
. (SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annoity
40-
93-
FOR USE OF REGISTER ONLY
Tax on $
&QQE.
PRINCIPLE VALUE CODE
I
COMPUTATION OF TAX
$
S
$
$
$
$
$
$
INTEREST TAX CREDIT
$ = $
=
$
RATE
FACTOR
6%
Tox on $
15%
Tax on $
\
Tax on S
Ekcmptlons
Tolal Estate
~
Tax on $
TOTAL TAX
INTEREST FROM
BALANCE
TO
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
S
S
INTEREST FROM
BALANCE
TO
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Jn~l\()AllHl, SINON ,e. un EN BH~nUHIOT
ATTORNEYS AT LAW
HARRISBURG, PENNSYLVANIA 17108
410 NORTH THIRD STREET
flL.E NO.
P. O. DOX Il'lll
TE.L.E.PHONE: (711) 233.5731
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Re: The Estate of Alice S. Books,
aka Elsie May Books, deceased
March 30, 1981.
Register of Wills
Cumberland County Courthouse
Carlisle, Pa 17013
Gentlemen:
Enclosed you will please find an additional copy corrected
Schedule F, Statement of Debts and Deductions, l'ursuant to our conversation
of Tuesday, March 24, 1981. Please note that the only item of error is
Item 9 "funeral expense (Joseph Gibson)" shown on Schedule F as $18.35. It
should have been $1,835,00. The total of $4,691.45 is, however, correct.
Very truly yours,
RHOADS, SI~ON & HENDERSHOT
BY:~
J, Bruce Walter
cc:
Glenn D. Books
.-
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary 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 wl10m the
Inheritance Tax Return is filed, Evidence to support the decedent'S or the estate's liability for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same housellOld 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,
GENERAL INHERITANCE TAX INFORMATIOI\!
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary 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
Inheritancd Tax Return is filed, Evidence to support the decedent's or the estate's liahility for the debts being claimed
should be attached to thi5 schedule.
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania,
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent,
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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 remorks 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,
.
ESTATE OF ALICE S. BOOKS, alkla
ELSIE ~~Y BOOKS, DECEASED
IN THE COURT OF CO~lliON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-80-217
STATEHENT OF PROPOSED DISTRIBUTION OF
GLENN D, BOOKS, EXECUTOR OF THE ESTATE
OF ALICE S. BOOKS, a/k/n ELSIE NAY BOOKS,
DECEASED LATE OF THE TOHNSHIP OF SOUTH
MIDDLETON, cu~mERLAND COUNTY, PENNSYLVANIA
Account
The Balance for Distribution as shOlm in the First and Final
$22,407,07
Leroy W. Books - 1/8 share of the residue in
accordance with l'aragraph 3 of the will consisting of:
Principal Cash: $2,613,11
Income Cash: 187,78 $ 2,800.89
Marlin E, Books - 1/8 share of the residue in
accordance with paragraph 3:of the will consisting of:
Princil'al Cash: $2,613,11
Income Cash: 187,78 $ 2,800,89
Sarah R. Stoerzinger - 1/8 share of the residue in
accordance with l'aragraph 3 of the ,,,ill consisting of:
Income
Cash:
$2,613,10
187,79
$ 2,800,89
Princil'al
Cash:
Glenn D. Books - 1/8 share of the residue in
accordance with paragral'h 3 of the wIn consisting of:
Princil'al
Cash:
$2,613.09
Income
Cash:
187,79
$ 2,800,88
liD,k
, '
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..
DOllald L, Books - 1/8 share of the residue in
accordance with paragraph 3 of the will consisting of:
Princil'al Cash: $2,613,09
Income Cash: 187,79
George B. Books - 1/8 share of the residue in
accordance with l'aragraph 3 of the will cOllsisting of:
Principal Cash: $2,613,09
Income Cash: 187.79
Harry K, Books - 1/8 share of the residue in
accordance with l'aragraph 3 of the will consisting of:
Principal Cash: $2,613,09
Income Cash: 187,79
Robert W, Boo ks - 1/8 share or the residue in
accordance with l'aragraph 3 of the will consisting of:
Principal Cash: $2,613,09
Income Cash: 187,79
$ 2,800,88
$ 2,800,88
$ 2,800,88
$ 2,800,88
Exhibited into the office of the Register of Wills in and for
the County of Cumberland this day of , 1981.
Respectfully submitted:
A? If:' /0 /), -i/
/",.i4~.,:.,.v /v A/'t'Cr,'M.
(SEAL)
Glelln D, Books
COMlIONWEALTlI OF PENNSYLVANIA )
) SS:
COUNTY OF DAUPHIN )
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swqin~~{a#a 'S~~~~ib~d b~fore
me',th.l,f,~I.'~ .....:<f'r.~ of 1::"0(1((1.-(1 ' 1981.
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First and Final Account,
the foregoing Statement
o f his knowledge and belief.
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_(SEAL)
Glenn D, Books, Accountant in the annexed
being duly sworn according to lnw, deposes and says that
of Proposed Distribution is true and correct to the best
J
tar Public
NANCY LEFTWICH, Notary Public
M HMrmburg, Dauphin Co
Y Commission Explros OCI. 3. 11lB~
, '
CO:-';~~ONW;;AL"fH 0;: PENNSYLVANIA
COUN'fY 0;: CUMa::RLMID
}
55:
Glenn nooks
--~-_... __u'.'_ ~"-..-._-- .--____.,___ ..,__.... ... .._.~__._.__.__ ___.........._ --n____.______M___
b. d I sworn d' I I d" d tl ,L is ElCccutor '
elng u y ..'____.. ....______ t1ccor Ing 0 ilW, cpo..es c'ln SIlYS hl. :10 ...._____.....___.__.__. ..__._
--...--....-__....__..._____,___._ of the Est.le of _ Alice S. Books .
lalo of ..--.....-, ..~=. Midd~_e~~!1.:r~p.:. .._ _..._, .., _ __'_.___,_, Cumberlond Counly, P.., dece.,ed and thot tho
'Ih" . I d b him ' th 'd Executor
WI In l!i iln ,nven ory ma Q Y ------.-_._.____ .___ _._____, e sal _
of tho ontiro oslate of ."id deceden~, consisting of all t~o person"l properly and reat estole, except real osl"lo oulsido
Ih. Commonweallh of Pennsylvania, and I~dl the figures opposite each Hem of the Inventory represenl it', fair value
as of Ihe date of decedont's death.
19 80
-AiI~~~'
. E:<<ocutor .. Administra!or .
..
and subscribed bafore me,
Light Street
Millersburg. PA 17061
Addr...
Dat.. of Death
10
D.,
March
Month
1980
Year
INSTRUCTIONS
I. An invenlory musl be filed wahin three monlhs after appointmenl of personal representa'live.
2.-. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Arlicl.lV, Fiduciaries Act of 1949.
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REV.455 (1.80l
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
TRANSFER INHEltlTANCE TAX
ItESIDENT DECEDENT
,", ,
SCHEDULE "F" I .(( ,,~( ,
STATEMENT OF DEBTS
AND DEDUCTIONS
(/ (" (~.1..
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Estate of Alfc0 S. Book" Date of Dcath 3/10/80
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
. j Claimant
I
I' _ Claimant's Address
ITEM DATE
I NO,
I
I
J
Relationship to Decedent
NAME OF PA VEE
REMARKS
AMOUNT
$ 176.00
146,00
117,00
113,01
50,00
75,00
9,06
18.02
1835,00
20,29
19,00
5.00
386,00
10.00
41. 00
11. 36
14,34
30.00
5,22
.11,00
Advcrtisin
Auctioneer
for Sille of Property
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Clerk
Funeral Luncheon (Purchase from :nders)
Rent (NL. Victory Church, Social lall ,for Luncheon)
Real Estate A raisal (Vernon E. Anderson)
United Tele hOlle
Adams Electric
h Gibson)
United Tele hone
Radiology Associates (Nbg,)
Evelyn G. Frederick Health Cente.
Dr, Rodne K. Hough
Income Tax Service
Cumberland County (certification as Executor)
United Telel'hone
Adams Electric
Lawn Naintenance
Adams Electric
Belvedere Hedical Corp,
21 Pa. .Realty Transfer Tax 250,00
22 County Real Estate Tax (Prorated
Reserved for payment
23 Le al Fee RhoaCls Sinon & Hende sho t 1200,00
24 Reserved for payment of out of l'ocket including
d " '1' t TOTAL THIS PAGE
a vertlslog, mal lng, e c.
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes,
i //;1 2// . /)
J"\ll/!"1~..,/'?ff-~ 3-:)-7- '?it
SIGNATURE OF ATTORNEY/FIDUCIARY DATE
OFFICIAL USE ONL V
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S .Ij t:, r /. ;/.!; - AT
/
91a/jiGl(t'''OF%~U~
~
PERCENT,
1/-/ -?/
DATE
COMMONWEALTH OF PENNSYLVANIA
.. DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*
TO:
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COUNTY FILE NO:
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FILE NO,
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DATE OF DEATH
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,
Appraised Value of Estale:
Real Estate
G
Personal Property
t
Jointly Held Property/Transfers
t
Total Gross Estate
G
Total Approved Oeductions
Clear Value of Estate
G
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
G
Amount Taxable @ 6% Rale
G
tax due
G
Amounl Taxeble @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $
* * * * * * A five percent discount totaling $
will be granted if the Inheritance Tax' is paid by
Less Credits:
DATE OF PAYMENT
f ~ ./'J.. % /
AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
';,//l t ~/ - -/ 11
G $ G ' "':./,j = G
+ =
t =
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
Is
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$ I~-/.;.I
,., . J!-L...
. ). .
'--f/i ):(, ' . .
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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See Information on Reverse Side
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