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No, 21-80 232
PETITION FOR PROBATE OF WILL AND UTTERS TESTAMENTARY
in the Estate of ,'L' 1-1 A \,\,I(}lO !-u{..'J) , ' deceased.
Harold n. McLane, Deputy
To Rid 1<11 J [, AllaE1'30n, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania,
IS
Petitionerts:J or-e. the execut~-..-- named in the Lost Will and
Testament of .JI!Llt\ ~.J(lOj) 1-01'1)____---- doted _.J.~G ,:('Z', /12.7
Decedent was a citizen of the United States and a resident of
<)".j..,J T-ewnship.
" v!J~' ":::J Borough, Cumberland County, Commonwealth
of Pennsylvania, .
" ^ 771 '1/ t
Decedent died on ' i IV.tNi-rl......' the 13 day of J! {VU-r,
A. D. 19)5r; I in the County of p;,..~.~/:,l:.,'_ State of
rPe-~vu.fv*';' _ at the age of .')-0 years,
...fies- he5- her
Decedent has not been mcrried and has not had children born to ,him-
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
<j;
;( 0 000, or) and of real estate to the value of
I -
I/rJ!)Fll(.'/l'JI"[;~O as near as can be ascertained; said real
estate situated as followsJo I (, IJ/<-C'''-,I JT, 5J~1'i(X~'-"'j , c:~{U!,.-{' G~'4->--
. rJ i/ ,I {/
..",,( '~'j"ec;"~"'( /....{' ~ (J.)(.I7t<V 0.;:/;J
(lppl-y-
Therefore, your petitioner'(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated ll1o.,.'-!-l, 1'1, J 1'{o
,
Name and address
of Petitioner(s)
~/U':'''''<- tel lllYj{(~/e--
.Joi C OMj' ST,
S/VrV"'7VJ('~)' /L r 7) S-7
; (./.
COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
t Ii ~L'r:Efv'(f k/, /) col. I rT Lf:
named in above application, being duly 5 Ith' ,~J/l! \according to law
say(s) that the statements set forth in this petition are true to the
best of j-jj 5 knowledge and belief,
)7vl.'/,"f.J 17.: and subscribed before
m -r:-!l'....~<4. If 19 r,
,~~/).(~,~ ~~ }~~Ccl);~~~~ Deputy
\: 7:- 1"\;,...\ :01 d [, AotJ~II",uot, Register
/,;;'1'
~')~".,c. ell lj,t~7d
Filed:
Ol/-ro -,;W 7-
1980
(,;-'.--:-~ " , '~lf)' /.
"?: /.,. /.1 1,.lleF
Attorney,._".I"i.,I// "'._. / ,.", '.....J
;'. . ' /1>-;/ ,.,"_.
furnishings, pictures, je\~el ry, chIna, linen, sil vetlwre, wearing apparel
and all other like articles of household or personal use and adornment, exclud-
ing however all books I may Olm, to my then living issue, in as nearly equal
shares as possible; Provided that my daughter, Esther Lord, shall distribute
the specific assets in kind to each of my then living issue in accordance
with a list which I shaJ.l prepare for her and any assets not so directed by
me shall be distributed as designated by my said daughter.
TIillL'!. :
I give and bequeath all of my household furniture and
I give, devise and bequeath the proceeds of the Term Life Insurance
Policy payable as part of my Survivors Benefits under the Commonwealth of
Pennsylvania Employee Benefits Program, presently estimated to be Twenty
Thousand Dollars ($20,000.00), along with my land at the corner of Prince
and Orange Streets, impro,.fed by a townhouse built thereon, known and numbered
as 201 East Orange Street, Shippensburg, Pennsylvania, to LAWRENCE W.
DOOLITTLE, as Trustee, IN TRUST NEVERTHELESS, for the follm~ing uses and
purposes:
ITEM VI:
TRUST "A"
A. My Trustee shall have, hold, manage, invest, and reinvest
the Trust Estate, collect the income, and after paying all expenses
incident to the management of the Trust, pay over the net income
to my daughter, ESTHER LORD, in quarterly or more frequent install-
ments for and during the term of her natural life. My Trustee shall
further pay over to tlle said ESTHER LORD, from income and/or principal,
such sums as he in his sole discretion may deem necessary or advisable
for her proper maintenance, support, medical, hospital or related
needs or for her comfort and happiness.
B. Hhen the said Esther Lord attains the age of 28, any then
remaining principal and accumulated income shall be paid to such one
Page 2 .of 10 pages
Pennsylvania. After the Trustee shall pay the Cl'penses of such
sale, he shall distribute the sum of FIVE THOUSi\ND DOLLMS ($5,000.00)
to LAWRENCE W. DOOLITTLE, and shall have and hold the remainder of
the proceeds for the benefit of ESTHER LORD in accordance with the
provisions hereof.
G. Upon the death of Esther Lord during the continuance
of this Trust, any then remaining principal and accumulated income
shall be paid to such one or more persons or organizations (including
her estate) on such terms and in such amounts as she may have ap-
pointed by her will exercising this power of appointment. If Esther
Lord should predecease me or fail to fully exercise this power of
appointment, then any unappointed principal and income shall pass to
my sons, REX LORD and RAD LORD, in equal shares, or to the survivor
of them. If both Rex Lord and Rad Lord shall not survive Esther
Lord, then the unappointed corpus and accumulated income shall pass
to the then living issue of Esther Lord, Rex Lord, and Rad Lord, per
stirpes.
H. This Trust shall be known as Trust "A" for all purposes
of this my Last Will and Testament.
ITEM VII:
TRUST "B"
I give, devise and bequeath the pru~<:.>~s of my New England Mutual
Life Insurance Company Policy #5,084,080, presently estimated to be Thirty-Five
Thousand Dollars ($35,000), net of outstanding indebtedness applicable thereto,
along with my accumulated contributions, including interest, to my Retirement
Plan with the CommoUl<ealth of Pennsylvania - Employee Benefits Program
(presently estimated to be Eleven Thousand Dollars ($11,000.00)), to my brother,
DR. JOHN CHASE WOOD, as Trustee, IN TRUST NEVERTHELESS, for the follO\<ing uses
and purposes:
Page 4 of 10 pages
A. Hy Trustee shall have, hold, manage, invest and reinvest
the assets and shall pay over to my sons, REX LORD and RAD LORD, so
much of the net annual income, accumulated income or principal as my
said Trustee, in his sole discretion, shall determine to be necessary
and advisable to maintain my said sons in a proper station in life,
including proper support, maintenance, medical and hospital care and
college, university, post-graduate and other education. Any income
not distributed shall be accumulated. Hy Trustee shall have the
absolute and uncontrolled discretion to determine the exact part or
amount of the annual net income or principal "hich shall be paid over
to anyone or more of the beneficiaries of this Trust "n", and in
allocating and distributing said net amounts, said Trustee shall not
be under any obligation to pay over equal amounts to my said sons,
nor shall my Trustee be under any obligation to distribute any part
of said income or principal to my said sons.
B. At the request of and upon written direction from my son,
REX LORD, my Trustee shall, at any time and from time to time, turn
over an amount or amounts "hich in the aggregate shall not exceed
Ten Thousand Dollars ($10,000.00), to or for the benefit of Rex
Lord; PROVIDED, HO\fEVER, that this money may only be used by him for
his purchase of land.
c. \;hen the youngest of my said sons attains the age of 25,
or if my son, Rad Lord, shall predecease the time for his attaining
age 25, then upon his death, my Trustee shall distribute the assets,
both principal and income (current and accumulated), then remaining
in this Trust "B" as follO\'s:
Page 5 of 10 pages
1) Seventy percent (70%) to my son, REX LORD,
provided, however, that if he has previously exercised his
power to receive the said Ten Thousand Dollars ($10,000.00),
his share hereunder shall be reduced by said sum, which sum
shall be added to the sum passing to my son, Rad Lord.
If the said Rex Lord has predeceased the time for taking
hereunder, then his share shall pass to his issue, per stirpes;
and
2) Thirty percent (30%) to my son, RAn LORD, or, if
he has predeceased the time for taking hereunder, to his issue,
per stirpes.
D. If either of my said sons should predecease the time for
taking hereunder without issue surviving him, his share shall pass to
his surviving brother, or if he is not lIving, to his surviving issue,
or if there is none, to my daughter, ESTHER LORD, if Ii ving, or if not,
to her then living issue, per stirpes.
E. This Trust shall be known as Trust "B" for all purposes of
this my Last Hill and Testament.
ITEM VIII:
TRUST "c"
I give, devise and bequ"ath my South Mountain Cabin and the approxi-
mately 2 1/2 acres of land surrounding, situate in Menallen Township, Adams
County, Pennsylvania, being the same real estate which is recorded in the
Adams County Recorder of Deeds Office at Volume 23, page 119, together with
all books located therein and any insurance policies thereon, to my brother,
DR. JOHN CHASE HOOD, as Trustee, IN TRUST NEVERTHELESS, for the following
uses and purposes:
Page 6 of 10 pages
tt'/~l{';
A. Ny Trustee shall have, hold, manage, and maintain the
Trust Property, collect income derived therefrom, and after paying
all expenses incident to the management of the Trust Property, pay
over the net income therefrom to my son, RAn LORD, in quarterly or
more frequent installments. Ny said son shall have the free and
unfettered right to live in said cabin and to make said real estate
his home during the term of this Trust. Ny Trustee shall not sell
or lease said real estate without the prior written consent of my
said son.
B. lVhen Rad Lord attains the age of 25, the Trust Property
and any accumulated income therefrom shall be distributed to him.
Should he die before attaining the age of 25, the Trust Property
shall be distributed to Esther Lord and Rex Lord, in equal shares, or
to the survivor of them, or if neither of them survives, to my issue,
per stirpes.
C. This Trust shall be known as Trust "c" for all purposes
of this my Last Will and Testament.
ITEN IX:
I give and bequeath all of the rest, residue, and
remainder of my property, real, personal, and mixed, not disposed of in the
preceding portions of this Will, to my friend and companion, LMVRENCE W.
DOOLITTLE.
ITEN X: No part of the income or principal of the property
held under the Trusts created hereunder shall be subj ect to attachment, levy
or seizure by any creditor, spouse, assignee or trustee or receiver in
bankruptcy of any beneficiary prior to his or her actual receipt thereof.
The Trustee shall pay over the net income and the principal to the parties
herein designated, as their interests may appear, without regard to any
Page 7 of 10 pages
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I 55;
COUNTY OF CUMBERLAND \
This,.......,..." ............. ,~,~~?..., ......,........., .....,......,.". day of." ......"...."".. ,~f.'.7,~.~,..." ........... ............., A, D" I 9~.?.....
Harold D. McLane, Deputy
before me R;,I.". d n. :...d,....lI., Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
. ..."", ..,.. ,Q!i'.!;flJ.r;l,..J.:"...~,9.1;.r;,~~ .9.n, .,..~;)~., ,. .;Y.mi.+.~ m;.~, ,.J;\..f.\)?,1;fl.lJ1R....", ..... .., ..........., '......,., ...... ,............ .......
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of ...... ......~~.~.~~. ..l.'!~.?~.. ~,~::~........., ...... ...... ........ ......,.., ...... ........ Dated ..?~.~:... .~. ~.~....~.~, ?!... ......
late of ....,....................~,~~i?p.~.~,?!?':l,!::9........"........"..,..,.......................,....... Cumberland County Pa., deceased
who being duly ..................~.~~.t;.t;\.............. according to law, depose and say. that ...........~,1.:~:i...~~E~.........
present, and saw and heard the testa.....~.t;.~?!'.................., ............0'.~~~.':l:..y.I,'?~~...~.'?!::~..............................
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 ........................7.~~~...................was of sound and disposing mind
memory and understanding, to the best of ...................tt!~.t.!:................knowledge. observat.ion and belief.
............!il.W9.F.!L..................... and subscribed before
') ,
A~y~.:,~,'c,~t/...,;:ft..../.:!.:,~:Y'.'.........,.,..,.........,.::....
~'~ ''ts' \
. .:,\.1?y).~: ~~~f',s':"." .:..c~{1.(,~!-:\-.~;':::t:::~.., .............
~:l.Jfl:B.:tJ).:.~r.~~":-.p.~,.~.7.p.~.~y....
R:....Lu~ d FJ. Ju~d....~ "''-111, Register -
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
........... ...... ,...., ..,......, .......,.......,..!:: ./1:!.~:, ~~ (~!':::~.f.. ,... ,~.~:'....!? ~.~:. h/./J}<......... ... ,...., ............ ..... ,being duly
................"1./!!..!:fll:L............... says that as nearly as can be ascertained the said decedent ..........................
.:......... ,.... .., ,................, ..., ,... ...~ .J..i.::!.:/.(!., .)('I:.',!!... ,l (.S~.,' ,., ...,.", ..., ..., ,..,. ,.... ,. .... ,. ..., ,. ,....... ,...... .,... .......died on
'Tl ),1' ')
.......J.M.'-::~:&':':I...................,. the ............!..J.,..............day of ......,.....,(.:I..\;.:.,.(l,.,.................... A.D., 19.1.:,;",
t b t '/."'" 'I k I{ M
a or a ou. .............. .:......................... 0 C DC ,/.... .
......:j,~.;:l-.,.>...{~.........................and subscribed this
I (I I IT d (' l~/~~,,_cL
.................... ..I........................ ay 0 ..../:,..:..............
19. .r..~..., before
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C.G/,Y.f:.f.~;;.,{(:....!k~.4<<::C.........................
>.11vbtltT~:~,D:l>~0<~\.~?,~?,~~y,
n:.Juu d 1:. :...J.... """, He~ister
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF CUMBERLAND j SS:
Bcfore me, the Register f(JI' the Probate or Wills and granting or Ldt.el's of Administration in and fbl'
" I! )
.~ ,1 . ,f.-" - -
the County of Cumberland, personally came .,"",....f:;."~i!:.!:l/,,~,i;..,....,.,""';:.~,,(,.!,,I...~,(.i-.!,......."..,..............,
51 ; 'I? ! . ' I' {"
who. being duly .........~~...(,L......... do?::?..... depose and say that as.......c.:;-J:~:.-:'::,~.:':,:.....................................
~i I '-I
of the last Will and Testamcnt of ..............i,:~~:;:~':'......y,',':;:~:\....,.y,.~r.,C...........................................deccased
( .
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.......~..f~........... 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. .......J<Y.!.!.1::....... and subscribed
before me.
...~....:)~1.~':::':!'::.................!/.......... A, D" 19.J~...,
..~.oLtj~>J\'\~~.~.~~,=~:?~~.Y
R:",Lu...d E. .....u~L,~...uu, Register
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..................................................................................
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DECREE
. 7th. April 80'
Be It remembered that on the ........................ day o{ .....:........................................... A. D., 19 ......... there
b ted d d d h I W'II d l' Julia wood Lor.d
was pro a an recor e t east 1 an estament of ............................................................................,
Shippensburg .
late of ............................................................................, Cumberland County, PcnnsylvanIa. Deceased, Letters
............. ........ .........~~.:~.~~.~.~~.:~ere granted to ,........... .... ,.....~.'.~.~::.~.~~.~...:'!.:...~.?~.~.~~::-.~~.....................
Witness my hand and official seal the day and year aforesa~.../ ~ .....-. "
7:..:0.:.~JJ,A(..E,.1?f.4)11\~~ty
, RI\,..LUla lJ. B"'."..U.n..., ReglSte~
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
_L~wr_en_c::_~.~, _DClClli ti:te_. _
being duly _~worll____ .___.__._ according to law, deposes and says that he __:l.i,LtJ1e._..E:Ke_C_lJ.tok-._ ---
________._.__._ .____.____ _. of the Estate of _____,lulia-WOad...Lor,r1
late of Borouqh of Shippensburq , Cumberland County, Pa" deceased and that the
within is an inventory made by _ .__Lawrence_W._Doo1itt1e. __ _______, the said_--Executor_
of the entire estate of said decedent, consisting of all the personai prop.rty and real estate, except real .state oulside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the dat. of decedent's death.
.M~~h~~. 0
(-j:.~f\ '\
Notary
My com, exp:
~:~l
Jdy 14, 1981
.d.Uf"U< li-/ 1J~7e;('
Ekocutor. Adminiltrator
Sworn to
and subscribed before mo,
_____.201 E ,__Qranqe St.
___~ijJpensburg, Pa. 17257
Address
C">
) 98.0 g5
Year r~;O:;:
P" I
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INSTRUCTIONS ~,::
I. An inventory must b. filed within three months after appointm<nt of personal representative~~i
2. A supplement inventory must be filed within thirly days of discovery of additionalassels. ;>~
3. Additional sheels may b. attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Date of Death _.____..l3_____,________--.March.
Day Mo"th
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Inventory of the roal ond personal 6state of
Julia Wood Lord
deceased.
Real Estate - 201 E. Orange st., Shippensburg, Pa.
on 2 1/2 acres, Menallen Twp. - cabin, Adams County,
Pa.
personalty - peoples National Bank, sadngs account
Last Pay
Internal Revenue Service, income tax return
1976 Fiat Sedan
Household and cabin furniture
Interest earned on State Employee's Retiremen
System Fund
23,200 00
6,000 00
2,021 13
398 74
1,960 00
800 00
6,652 50
2,156 26
43,188.63
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REV.73 ("'701
COM/.\OIIWEAL TII ('1' PEfHISY\. 'I ANIA
DEPAllTMEtll UF flEVElllIE
BUREAU OF FXA,.llllATIOII
p. o. I'CJX 31,53
HARrH~I:'JRr,. flA.
"105
June 19, 1981
Itl 'l'o~n RePLY t>l.EASE
"""" TO (717) 787-6677
Mr. David'W: Bowers
Register of :11118
Frankl1n County Court House
Chambersburg, FA 11201
.
lle: F.statc of Julia W. Lord
rile 110. 28-80-0231
County, Fr.anklin
lJilte of lJeilth: 3/13/80
~ilr Mr. Bowers:
The subject decedent at deilth legally resided in
Cumberland COWlty. Accordingly, you ilre iluthorized to
cilncel File Number 28-80-0231.
1\11 Inheritnnce TilX p~pcrs thnt you have on the
subject decedent should be fon.'arcl0.d to the Cumberlarld
County register of \'li11s. Included should be photocopies
of all receipts for the collection of Inheritance 'faxes in
,the .~ubject estate ,,'hich have been issued by your office.
All matters concerning this cstilte will be filed
wlder Cumberland County rile NUlPber .21-80-0232.
Inheritance Tux Section
reports Reconciliation Division
cc: negiste,4\'1ills/ Ms. Mal'Y C. Lewis'
File 7" --
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pennsylvania. Afcer che Trustee shall pay the c><l'cnncn o[ II110h
sale, he shall. distribute the sum of FIVE THOUSAND DOLLARS ($5,000.00)
to Ll\WRENCE W. DOOLItTLE, and shall have and hold the remainder of
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provisions hereof.
G. Upon the death of Esther Lord during the continuance
of this Trust, any then remaining principal and accumulated income
.b'" b. ,," " ..,b ... " .." ,.,.,.. " ",.."."... ,"',.....
her estate) on_such termS and in such amounts as she may have ap-
, '
",.,., by .., wi" ...'".,., ,b" ,...' ,f "",.,...,. If ,.,..'
Lord should predecease me or fail to fully exercise this'power of
.,,.,.....,. ,... .., ...""..., ",.cl'" ... "".. .bol' ,... " .
., ..... "" _ .., ... _. ,. .,.., ...,... " " ,.. .....-
of them. If both Rex Lord and Rad Lord shall not survive Esther
. ,',
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Lord, then the unappointed corpus and accum',llated income shall pasS
, to the then living issue of Esther Lord,' ReX Lord,'and Rad, Lord, per.
. '.
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',' . ..' '
stirpes.
U. This TTUst shall be known as Trust "A" for all purposes
" :-.- ,"...
of this my Last Will and Testament.
1 give, devise and bequeath the proceeds of my NeW England Mutual
L1f. "",,,,, c,."., "li" '5.064.0'0. ,..""" .."..,., " .. ."",-",..
.,....., 00"'" ($".000'. ." ,f ..,,,...,., ,.."'",.... ",,,..bi' ,....".
,!,TEM vII:
!RUST "B"
.10., wi" '" ",...""., ,.."".,,,... ..""'" ....,,". " ., "...-'
plan with the Commonwealth of pennsylvania - Employee Benefits program
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",....", .."..,., "b' Rio'" ,......, 00"'" "".000.00)). ,,'" bOO"'"
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R~V.4114 EX+ 15-01101
INHERiTANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
[i] Ori ginal
o Supplcmcntal
o Rcmaindcr
File Number __?1::~9-0?22
Estate Name ___Juli!LWOod-Lor.d..---.--.-.-----------
Date 01 Death
March 13. 1980
Social Security Number
110-24-2900
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inherltanco Tax Approiser in and (or tho County 01 Cumberland
Pennsylvanlo, do respoctfully report thot I hovo appralsod tho real,and personol property as rcportedTrltl1O foregoing
return at the values sot lorth opposito ooch item in tho lost colu7n!to tho right in Schoidule,. ",A"', "6", "C", ond "E"
, ~k I I //, /1' , '
Doted: Al1gll"t 19, 19B1 ,,~II:(, ,"il!. ,//',"(,il/il / (
...-' INHERITANCE lAX APPRAISER
INVENTORY
VALUE AS APPRAISED
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMAINDER APPRAISEMENT CDDE
Real Property (Schedulo A)
Perianal Property (Schodule B)
Jolnt.Held Property (Sc:hodulo E)
Transfers (Schedule C)
$
00+
10+
92+
2lH
30+
TOT AL GROSS ASSETS
4 3.,],.26 .86-_ .
Leu D.bt. and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
41)-
93-
FOR USE OF REGISTER ONLY
T ax an $
~
PRINCIPLE VALUE CODE
I
COMPUTATION OF TAX
$
$
$
$
$
RATE
FACTOR
6'.
"
T ax on S
15%
Tax on $
Tox on $
.'
T ax on $
Exemptlol1s
Total Estato
Len Crodlts
DATE OF PAYMENT
AMOUNT PAID
$
TO $
$
OISCOUNT INTEREST TAX CREDI T
+ $ $ = $
+ =
BALANCE S . -------
TO S
S
TOTAL TAX
INTEREST FROM
BALANCE
s
INTEREST FROM
BALANCE OUE
R,EV.453 ~X.t (3.80) .
COMMONWEALTH OF PENNSVlVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT
SCHEDULE "D"
BENEFICIARIES
'*
(I"Sln/cliO/ls on Rf!V(mm Side)
Estate of
Julia Wood Lord
-, - D~~:;~~~EST OF -;-ENEFICIARY
BENEFICIARIES AND ADDRESSES RELATIDNSHIP SURVIVED
DECEDENT
= - - -- - -~
Lawrence N. Doolittle friend yes I~-I.!)_,/ 1- iliixfut
201 E. Oranoe St. life estate in
----.-. 201 Orange
Shippensbnr\)', Pa. 172S? E.
~........ T,nrrl rl~"Nhtel:..--_ "o~ I 1/3 of nersonal
201 E. Oranoe St. except books
- i
-S.bippensbllrg. Pa. 1 7?~?
Rex Lord "on \1"~ .1/1 of p<>rson"l
,- ,
except books
I
I
-. - -.---- I
l<ilQ Lord 1/3 of personal :
I
, books I
ex ce"p' t I
- I
I
I
I
,
, I
SXXX~MHKX~HXMMXWMM<<X
---.--- .-- I
,
I
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I
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--.
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV..454 (1.BOl~ .
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(Instructions on RoversfJ ShIn)
~,
,.~ilt~' ,
N.1<< '
,''\\C~,
-,-~
~
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
Estate 0 f
JULIA WOOD LORD
p
TOTAL E VALUE OF DEPARTMENT
ITEM R
DESCRI PTlON MARKET c DECEDENT'S VALUATION
NO. VALUE E INTEREST (Off;ci,,1 Use Onlv)
N
T
"'-
<<XX (NONE)
~/
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TOTAL THIS PAGE ~
:1.U..<l
6)
-----
, .
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
1. Describe all real property as indicated in the instructions for Schedule" A". Describe "II personal property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co.owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
r "tl 0 n > r.1 > ....
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REV.473 (~791 " .
,&> . .. '
COMMONWEAL TH OF PENNSYLVANIA
. OEPARTMEHT OF REVENUE
BANK NO.
DATE:; FILED
NOTICE OF DECEDENT ACCOUNT STATUS
Submit in triplicate within 10 days after knowledge of
the death.
..'
STATUS OF ACCOUNT NO: (JOINT, TRUST. OR INVESTMENT)
RETURN COMPLETED
FORMS TO LOCAL COUNTY
INHERITANCE TAX OFFICE
NA
SOCIAL SECURITY NUMBER(S)
CCOUNT
U,',;R;-:',CK W. f)Ol1LTTTU<:
Dr. JU1.J/, W\<1) W?D
NAME
SURVIVING DEPOSITOR (Beneficia, INFORMATION
REI.ATIONSHIP
TO DECEDENT
UI;,:, .\(;,IN
'-1;MO
DECEDENT INFORMA TION
NAME
DR. JUtlJ. '.IU,:n !:ocm
1A\iR".!~cr; ii. ti~,(;,i';;'U.
DATE OF DEATH
ADDRESS
2 01 5:. ORANl;; , .
Sl!IHl::f,sfiUf<C, Pt.. 17257
ADDRESS
~~
BANK/INSTI TUnON ADDRESS
511IPPl>W>llUHC, 1'1.. 17:<57
COUNTY
ZIP CO DE
BALANCE OF ACCOUNT AT 000
. INTEREST ACCRUED AND COl.LECTIBLE AT ooc
TO TAL
$
$
$
VAI,lEY BlINK &: TRLST CO.
P. C. BOY. /.59
CHAI:llb:FS tJUl'G. L. 17201
718.6~
BANK AUTHORIZATION
.~
I HEREBY CERTIFY THAT THE INFO~ATION CONTAINF.D HEREIN IS A
CORRECT REPRESENTATION OF INFORMATION IN OUR FILES IN ACCORD
WITH SECTION 742 PI 6 E TAX ACT OF 10610
SIGNATURE OF FINANCIAL INVESTIGATOR
DATE
'"
RECORDe.'ll 'I
REG'S 1: '..
'8\ ~,\(; 20 p, :li',
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.. REY.'-lI4 EX:' t~8ol
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
o Original
o Supplemental
o Remainder
File Number
21-80-0232
Estate Name
Julia Wood _LorcL_______.
Social Security Number
March 13, 1980
110-24-2900
Date of Death
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appainted Inheritance Tax Appraiser In and for the County af Cumberland
Pennsylvania, da respectfully repart that I have appraised tha reol and personal proparty as repa'ted in the fo,egolng
return at the values set forth opposite each item in the last calum" to the right in Schedule,i HAil, liB", IIC"/ and HE"
--- / I ,/11 il ! I
Datad: AUlrust 19, 1981 ('Vi' n ( /1 ,I I) I.) ,) ,{),/i " (( / ,
INI~ERITANCE TAX APf'RAISER
ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
Real Property (Schedule A) $ No e 00+ 92+
Porsonal Property (Schedule B) ,a+
Jolnt.Held Property (Schedul. E) one 211+
Transfers (Schedule C) 30+
TOTAL GROSS ASSETS 1 ,116..4. 5B-
Less Debtt and Deductions .' 40- 93-
(SCHEOUlE F)
CLEAR VALUE OF ESTATE
o Life Estate ~ FACTOR PRINCIPLE V AlU E CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
S
5
$
$
6%
T ax on $
\5%
Taxon $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
S
$
$
TAX CREDIT
$
RE.V-44\l E)(t 10-601
_(;OMMOIlWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
, RESIDENT DECEDENT
SUPPLEMENTAL
STATEMENT OF
FIDUCIARY
(Instructions on Roverso Sido)
*t
.'
,
.,' "
, ,
." ., j
Estate of Julia Wood Lord
Last Address 201 E. Orange st.
Date of Deari,
March 13, 1980
Social Security No.
110-24-2900
!;hippen>:hurg. Fa. 17257
(CITYI {STATE) (ZIP)
State File No.
County File No. ~'I r
...) ~.J ')
. '../ ' ) ~-:.:--..
1. Decedent died:
( ) Intestate (without a will)
( x) Testate (leaving 0 last will--capy attached)
2. Is the filing of a Federal Estate Tax Return required for this estate? Yes_ No
3. (x) Executor ) Administrator
Name I,awrence W. Doolittle Social Security Na.-
Address 201 E. Orange st.
x
carlisle.
(CITY)
Pa.
] 70]3
(ZIP)
(STATE)
4. All correspondence should be mailed to (x) Attorney
Fiduciary.
5. If an attorney is representing the estate, indicate:
Nome George F. Douglas, Jr. Telephone No. 717-243-1790
Address 27 w. High st., P.O. Box 261
Carlisle, Pa. 17013
(CITY) (STATE) (ZIP)
List all safe deposit boxes registered in the decedent's individual namehar jointly with, or 0$ an agerol or deputy
01 another, or in decedent's individual name with right of access by anot er as agent or deputy. Include the name
and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
.-
NAME AND ADDRESS OF BANK OR OTNER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIGNSHIP OF JOINT
HOLDERS TO DECEDENT
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and
statements, and to the best 01 my knowledge and belief it is true, correct and complete.
o '()/'
. /....l..-.(,.~;,..,. ~ //,' .....r..-\). 'llI?:1
SIGNATeRE OF FIDUCIARY
fl' < .......\ '/7(1
,j liTe
D. _
RECORDEO.o'prr' "
n~~G'S'iT~.' r
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ItEV.4~5 EX+ (3.HO)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
- CO(ltinuation-
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
.___._JJ\GI:;_ L.. __~_~~
..,=;;.;.....:.:,_:o-,....'-'-......----'""~
Estate of JULIA WOOD 10~P _ Dale of Deatl1-3.,Ll3/RO
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No,
Claimant
Relationship \0 Decedent _____
Claimant's Address
~
,
, ,
. t' ( \
" .
......- .'~
ITEM -- -- - -
NO. DATE NAME OF PAVEE REMARKS AMOUNT
"sther C. Wood _J~h;n 1,12,?..9..lL-
Register of wills inventory and debts 6.00
""nister of Wills reserved for final acct. 35.00
Georae F. Dounlas Jr. attornev's fee 2 159.43
Lawrence W. Doolittle executor's fee 2,159.43
Anne M. Cox notarv fee 5.00
Rad Lord family exemption 2,000.00
-
,
,
, ' !
,
-
"'''''"'' "" L.. ..I", '" "
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 lor Inheritance Tax purposes.
DATE
SIGNATURE or ATT~FIDUCI^r~V
OFFICIAL USE ONLY
..:? 3 ) () It, , '1:J.. AT _I, v' /Q-;ERCENT.
, /
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
,~~
!r-:-c/, / -1/
DATE
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aq uea uOlldwaxa aYl 'Pl!ya JO asnods yans ou sl aJaYllua^a aql ul 'uOlldwaxa aYl wlela uea Ployasnoy awes aYl
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'e!Ue^IAsuUad ul paI!O!WOP pa!p OqM luapaaap e )0 asnods e Aq pawlelo aq Aew 000'(:$ )0 UO!ldwaxa Al!we) V'
'alnpaqas S!Yl 01 payoelle aq Plnoys
paw!elo 6u!aq slqap aYl JO) A1Il!qell s,alelsa aYl JO s,lUapaaap aqllJoddns 01 aauaP!^3 'pal!) S! uJnlal:l xe.L aauelpaqul
aql WOYM qllM SIl!M)O JalS!6al:l aYl)O leMJdde aYl Olloa!qns aJe alelsa ue lSU!e6e pawlelo fiu!aq slqap IIV'
'Ja~Jew a^eJ6 JO auolsqwol 'lollepnq e )0 lSOO aY16u!pnIOU! sasuadxa le!JI1q pue leJaunj 'sa a) AJelonP!l 'saa) AauJOlle
'UO!leJ1S!u!Wpe )0 lSOO aq16ulpnlOU! alqew!elo aJe swal! JaYlo 'alelsa JO lUapaaap aYl Aq paJJnau! slqap 01 UO!llPpe ul
'amsa alqexel JaY/S!qlsulefie alq!lOnpap aJe Yleap Jaq/s!y 01 JO!Jd luapaoap aYl Aq paJJI10uI sa!l!llqe!l pa!)S!leSUn
NOll'1fIAll:lO:lNI X'lf130N'If.L1l:l3HNI Wl:l3N3D
If .- ,:j ,')
SUPPLEMEN1'J\T~
INHERITANCE TAX RETUR'~
RESIDENT DECEDENT , -1 1_ rO -;2 3 "'\.
Ftle Number o{.~ _ ,2. c::r
Oocodont's Address
201 ~. orange st.
Shippensburg, Pa. 17257
REV.1500 EX + (0-81)
BUREAU OF EXAMINATION
PENNSYLVANIA OEPARTMENT OF REVENUE
P.O, BOX B327
HARRISBURG, PA 17106
Oecbdent's Namo (Last. First, and Middle Initioll
Lord, Julia Wood
Social Security Numbar Oato 01 Dooth
110-24-290'1 March 13, 1980
DECEASED
CHECK
APPRO.
PRIATE
BLOCKS
CORRE.
SPDNDENT
RECAPIT.
ULATION
AND
TAX
CALCU.
LATIDN
,. Original Return 0
2, Supplemental Roturn [3
3, Romoindar Return 0
4. Life Estete 0 6. Federal Estato Tax 0
Return Roquired,
6. Decedent diod testate 0 7. Decedent maintained 0 living 0 B. Number of safe deposit 0
(Attach copy of Wilil trust (Attach copy 01 trust! boxes invantoried
All correspondence ond conlidential tax iolormation shouid be directed to:
Computation of Tax
16. Amount of line 14 taxable at 6% rate (151
!include values from Schodule K)
16. Amount of line 14 taxable at 16% rate 116) 1. 000 .00
!include values from Scheduie K)
17. Principal tax due (add tax from line 16 plus tax from line 161
lB. Total Prior payment>:
(e) Amount Paid
(bl Plus Discount
(c) Minus Interest (1B)
19. Balaoce Due (Iino 17 minus lino lB)
Mako Check Pay obi. to: Register of Wilis, Agent
... PLEASE RECHECK MATH'"
Name
Geor e F. Dou las, Jr. Esquire
Telephono No,
717-243-1790
Recapitulation
1.
2,
3.
4.
5.
6.
7.
B.
9.
Real Estato (Schedule A)
Stocks and Bonds (Schedule B)
Ciosely Held Stock/Partnership Interest (Schedule C)
Mortgages and Notes (Schedule 01
Cash & Miscellaneous Personal Property (Schedule E)
Jointlv Owned Property (Schedule F)
Transfers (Schedule G)
Total Gross Assets (total lines 1-71
Funeral Expenses Administrative Costs/Miscelloneous
Expenses (Schedule HI
Debts/Mortgages/Liens (Schedule Il
Total Deductions Itotallines g & 101
Net Value of Estate (line B minus line III
Charitable Bequests (Schedulo J)
Net Velue subieclto tax liine 12 minus line 13)
Address P.O. Box 261
Carlisle pa. 17013
City Car lis le
State Pa.
Zi
10.
ll.
12.
13.
14.
111
( 21
( 31
( 41
(511.000.00
( 6)
( 7)
( 8)
1,000.00
( gl
(101
1111
1121
(13)
(14)
1,000.00
1,000.00
x,06=
x.1S=
150.00
(17)
150.00
(19)
150.00
Under penalties of periuIV,1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledga
and balief, it is \rua, corroct, and complete. Declaration of proparer other than the personal representative is based on all information of which preparar has
anY~~ ) f!
, . ". ')L"" 1(' ",k;;,;::::7',y" 201 E. Orange St. March 9,1982
SIGNATURE OF PERSONAL REPRESENTATIVEISI ADORESS DATE
Shippensburg,pa.17257
, SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
DATE
REV,'~EX+I'.lll
SCHEDULE "A:'
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
=
ESTATE OF
FILE NUMBER
(All proporty Jolnllv.ownlld with Right of Survivorship mUll hu dllclollld on Schedule "F")
ITEM VALUE AT DATE
NUMBER DESCRIPTION ASSESSED VALUE OF DEATH
I.
NONE
I
TOTAL (Also enter on line I, Recapitulation) $
IIf more SpIeD II needed Insort Ildditlonal shaets of same 11zo)
,I
I'
I
"
,
I
I
i
I
I
I
I
I
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I
,
I
I
,
IlEV.1501 EX+ (9.111
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "0"
MORTGAGES AND NOTES
.-
ESTATE OF
FILE NUMBER
(All propllirtV Jolntlv'ownod wllh nluhl 01 611IVlvouhlll lilt/II h. tlJtclOlld on Schedulo "F"I
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONg
TOTAL (Also enter on line 4, Recapitulation) $
(If more 'nllce I. needed lntert IIddltlonlll thollS of same .Ize)
1lIV.15C91lC'+ (9"1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
ESTATE OF
FILE NUMBER
(Thll "hMiull mUlt be compllted If the dlCedcmt, at thl tlml of hIs or her death, owned any property as a Joint tonent with the rIght of lurvlvorlhlp.1
Joint tenant(s):
A.
NAME
NONE
ADDRESS
RELATIONSHIP TO DECEDENT
B.
C.
Jointly owned property:
ENTER
ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENT'S DOLLAR VALUE OF
NUMBER JOINT TENANT OF ASSET % INTEREST DECEDENT'S INTEREST
1. A.
,
,I
, , TOTAL (Also enter on line 6, Recapitulation) $
Of more sp&ce Is nHdIld lnlln eddltlonel sheets of lime slzel
IllY.1510IXi.l"ll)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "G"
TRANSFERS
FILE NUMBER
NONE
1. Old decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was
to take effect in possession and enjoyment at or after death, or in which the decedent retained either:
YES NO
B. the possession or enjoyment of or the right to income from the property transferred? or,
b. the right to designate the persons who shall possess or enjoy the property transferred or income: or
c. a reversionary interest?
-------------- - -- - - - - - ---- -------
,2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to,
or for the benefit or care of, decedent?
------------ - ----------.- ------ ---
3. Old decedent, at any time, transfer property, the beneficial 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?
------------------- ----------
4. Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and
adequate consideration?
- ------- --- ------- - ----- ----
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW.
DECEDENT'S DOLLAR VALUE
ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S
NUMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST I NTE REST
A. Real Estate:
1.
\
B. Personal Property:
1.
TOTAL (Also enter on line?, Recapitulationl $
(If mora apace la nooded Inaert eddltlontll aheen of ume al~.1
I
I
,
t
I
,
I
I
I
I
I
I
,
i
,
i
\
!
I
I
I
I
,
I
\
REV'}500 EX + (9.81)
BUREAU OF EXAMINATION
PENNSYLVANIA DEPARTMENT OF REVENUE
P.O. BOX 6327
HARRISBURG. PA 11105
() .
1\Q,yYliU,I,ecluJ
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I ( -:,~ 3~:) .. I -
File I~umh"
r? 1- (~()- ,;) ,,3;)..J
Date 01 Death
March 13. 1980
Oecedent's Address
201 E. Orange st.
Shippensburg, Pa. 17257
CHECK
I,DriginelReturnD
2, Supplomentel Return 0
3. Remainder Return GJ
APPRO.
PRIATE
BLOCKS
5. Federel Estate Tax
Return Required,
6. Docedent died tostato D 7. Decedent maintoined a living D
(Attach copy 01 Willi trust (Attach copy of trust!
All correspondence and confidential tax informetion should he directed to:
4.l.ifeEstateD
o
8. Number of safo doposit D
boxes in'ventoried
CORRE.
SPDNDENT Neme
George F. Douglas,
Telophone No,
Jr.. Esquire
Addross P.O. Box 261
Carlisle pa 17013
717-243-1790 City
Recapituletion
1. Reel Estate (Schedule A) (1) 32,500.00
2. Stocks end Bonds (Schedule B) I 2)
3. Closely Held Stock/Partnership Interest (Schedule C) ( 31
4, Mortgages and Notes (Schedule 0) ( 4)
5, Cash & Miscellaneous Personal Property ISchedule E) ( 5)
RECAPIT. 6. Jointly Owned Property (Schedule F) ( 61
ULATION 7. Transfers (Schedule 0) (7)
B, Total Gro.. Assets ltotal lines 1.7)
AND 9. Funerai Expenses Administretive Costs/Miscellaneous
Expenses (Schedule H) ( 9) 2,506.73
TAX 10. Debts/Mortgages/Liens (Schedule 1) 1101 6,355.46
1,. Total Deductions (total lines 9 & 101
12. Net Value of Estate liine 8 minus line 111
CALCU. 13. Charitable Bequests (Schedule J)
LATION 14. Net Veluesubject to tax Wne 12 minu, line 13)
Stete Zip
(81 32,500.00
(111 8,862.19
(12) 23.637.81
113)
1141 ;.u, bJ 1.~1
Computation of Tax
15. Amount of line 14 taxableat 6% rete (15)-
!include velues from Schedule K)
16. Amount of line 14 taxableat 15% rate 1161
!include velues from Schedule KI
17, Principal tax due (add tax from line 15 plus tax from line 161
lB. Total Prior payments:
(e) Amount Paid
Ibl Plus Discount
(cl Minus Inlerost (181
19. Balance Duo lline 17 minus line lB)
Make Check Payeble to: Register of Wills. Agent
... PLEASE RECHECK MATH'"
x.06"_,
x.15"
(171
119)
Under penalties of perjury, I declare that I have examined this return, including accompenying schedules and statements, and to the best of my knowledge
and belief, it is true, correct, and complete. Oeclaration of preparer other than the personal representative is based on all information of which pre parer has
any ~lVledge, ) Q Vn"? ,j "\', i ') -,,'
v'(~"~ 4;; ,{.l'l},t..~ 1/ ! ' <, _.;" . fjl'l;\ /~. /1 ',' fl'M" lJ.'r ~'!\~_1 ~I ./-['--'- ? -' I (. ~ r 2.__~
SIGNATURE OF PERSONALREPRESENTATIVEIS) ADDRESS I) I 'l~'1 DATE
v
. /
i
, !
'/(/ "I U;:; O'iI
/'
IlEV.lmIX+!9.1I1)
COMMONWEALTH OF PENNSYLVANIA
It~HERITANCE TAX RCTURN
RESIOENT DECEDENT
ESTATE OF
SCHEDULE "A:'
REAL ESTATE
FILE NUMBER
Julia Wood Lord
(All propertY Jolntly.owned with Right of SurvivorshIp mUlt be dllcloud on Schedule ifF")
ITEM VALUE AT DATE
NUMBER DESCRIPTION ASSESSED VALUE OF DEATH
1. 201 E. orange st., Shippensburg,pa.
sale date December 4, 1981 32,500.00
,
I,
TOTAL (Also enter on line 1, Recapitulation) $ 32 500.00
(If morospace II n.eded Insort addItional Iheets of same lIre)
'. ."
.;\
~
c
,.
I'-
N ,....
;.;il. " :~7
- ,..,) '"
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c..JhJ N ~,:",U
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. c.,
~,
-'
-...,
-, :-..;
(:,
h,
e,;'
G-;(, c:;;:'
-::.'r'
(.)LJ '"
4l....
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,........
, '
,,",
,>
"
a:
....., ~
III z
>- ~
~ 3 w
< W J
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0 x Z ~
0 >- , 0 '" 0
w 0 . IL ~
Z
u.: 0: I 0 '"
W 0 ~ 0: J
I- III
, Cl ~ , :i
a: N 0:
0 4:
W u
<D
III
~
~
m
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X
III
E-i
I!J
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.. N
m .-<
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HUl
lH
o ;><'0 III
4-l 0 p.,
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.-< po; 0"": tf\
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o I!J III 00 III
Ui=\i=\.-<\Il
REV. IS47EX (1-831
I
BUREAU OF EXAMINATION I NOTICE OF INHERITANCE TAX
PENNSYLVANIA DEPARTMENT OF REVENUE \ APPRAISEMENT ALLOWANCE OR DISALLOWANCE ACN
P,O, BOX 8327 '
HARRISBURG PA 17105 OF DEDUCTIONS, AND ASSESSMENT OF TAX
__ ',. ,~_ _ _ ' ~,. . ~~ ,_ ' DA!L.".9",l,,;.tQ,;JP_
ESTATE OF LORD JULIA W FILE NO, 21 80-0232
pATE OLQ!'ATH OJ-,:J.J-S_O ~O)J-"!.TI......J:_U1'lBj':RLMlJL-----
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS,
AGENT II .
101
GEORGE F DOUGLAS JR ESQ
PO BOX 261
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
- - - - - - - - - - - - - - .. - - - - - - - - ~ - - - - - - - - - - - - - - - - . - - - - - - .. - - - - '. - - - - - - - - - - - - - - .. - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REV. lS47EX (10-82)
ESTATE OF LORD JULIA W FILE NO, 21 80-0232 ACN 101 DATE 01-10-83
T AX RETURN WAS: I X 1 ACCEPTED AS FILED I CHANGED
RESERVATION CONCERNING FUTURUNTERE~T - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON, 2 SUPPLEI1ENTAL RETURNS
" Real Estate (Schedule A) ( II .00
2, Stocks and Bonds (Schedule Bl ( 2) .00
3, Closely Held Stock/Partnership Interest (Schedule C) 1 31 .00
4, Mortgages and Notes (Schedule D) 141 .00
5, Cash & Miscellaneous Personal Property (Schedule El ( 51 1,000.00
6, JOintly Owned ProperW (Schedule Fl ( 61 .00
7, Transfers (Schedule G) i 7) .00
8, Tolal Assets ( 81 1,000.00
APPROVED DEDUCTIONS ANO EXEMPTIONS'
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
10. Debts/Mortgages/Liens (Schedule II
11. iotal Deductions
12. Net Value 01 Tax Return
'3. Charitable/Governmental Bequests (Schedule J)
, 4. Nel Value of Estate Subject to Tax
NOTE: If an ass~ssment w~s previouSly issued, lines
include the total of Ql1 returns addressed to date.
ASSESSMENT OF TAX:
, 5. Amount of hne 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS'
(91 7,205.86
1101 15,901.06
23,106.92
22,106.92-.
.00
22,484.52
figures that
1111
1121
(131
( 141
14, 15 and/or 16 and 17 will reflect
1151__ .00
(161..---22,484.52
K06=
K15=
( 171
.00
3,372.68
3,372.68
\ PAYMENT
DATE
I 07-24-81
I
L
RECEIPT
#
DISCOUNT (+1
INTEREST H
AMOUNT PAID ~
123.35- \ 1,289.78 I
I \
_J~ \
L TOT AL TAl. CREDIT J.J_~-,_4J ol
I ~CE OF TAX DUE 2,206.25
r INTEREST i 199.00
L...:rOTAL DUE r-~405.25 I
(If Balance Due IS lp.ss than S \.00 no pa~'ment IS reQuired)
J
029668
I
r-
i
I
I
,
INTEREST IS CHARGED FROM 07-25-81 TO 01-25-83
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.-
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
REV, 1547EX (1-831
BUREAU OF EXAMINATION [I NOTICE OF INHERITANCE TAX I
PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT ALLOWANCE OR DISALLOWANCE ACN ID2
P,O, BOX B327 ' ~
HARRISBURG, PA 17105 I OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE 01-1 - 3
~ __...... .' ..__..",.,..,.,..."""",=.-~r=':'"~""'''''''''''''~''''''''''''''''''''''''''''''''''''''''''''''''''''''''' - -.- ""= - .--. -"..Q;J!. ,.
ESTATE OF LORD JULIA W FILE NO, 21 80-0232
OAK.OF_ OEflILOJ.::l)-QO __________<;.QUNTY CUMe.!::HLlIN.P
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS,
AGENT II .
J
GEORGE F DOUGLAS JR ESQ
PO BOX 261
CARLISLE PA 17013
CUT ALONG THIS LINE
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .. - - ". - - - - - - - - - - - - - - - - - - - - . - - - -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REV. 1547EX (10-82)
ESTATE OF LORD
JULIA
W FILE NO,21 80-0232
DATE 01-10-83
ACN 102
T AX RETURN WAS: 1 X I ACCEPTED AS FILED I CHANGED
RESERVAT!PN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN
1. Real Estale (Schedule Al
2. Stocks and Bonds {Schedule Bl
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages and Noles {Schedule Dl
5. Cash & Miscellaneous Personal Property (Schedule E)
6. JOlnlly Owned Pr'operty (Schedule F)
7, Transfers (Schedule Gl
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
1 Q. Debts/Mortgages/Liens (Schedule II
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I f an assessment was prey i ous 1 Y issued, 1 i nes
include the total of aJJ returns addressed to date.
ASSESSMENT OF TAX:
15. Amount 01 line 14 taxable at 6% rate
16. Amount of line 14 taxable a\ 15% rate
17. Principal Tax Due
TAX CRECITS:
( 11
1 21,
I 31
I 41
I 51
1 61
( 71
32,500.00
.00
.00
.00
.00
.00
.00
181
32,500.00
( 9i 2 , 506.73
11DI 6,355.46
(111
1121
1131
1141
14, 15 and/or 16 and 17 wi 11 ref lect
8,862.19
23,637.81
.00
23,637.81
figures that
\, PA6~iENT
I-DISCOUNT 1+1
INTEREST 1-1
1_
RECEIPT
#
INTEREST IS CHARGED FROM 10-28-B2 TO 01-25-83
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.*
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR YOUR RECORDS
I--
I
I
I
I
J
(151
1161
23,637.81
.00
1,418.27
.00
1. 418.27
X,06=
.X,15=
1171
AMOUNT PAID I
---j
I
,
I
I
,
kTOT AL TAX CREDIT
~ALANCE OF TAX DUE 1,418.27
't INTEREST 66.05
TOTAL CUE 1,484.32 'l
(If Balance Due is less thon S 1.00 no pa}'ment is reqUired)
REV: ..~~47EX (1-83)
. - . BUREAU OF EXAMINATION
PEr'INSYLVANIA DEPARTMENT OF REVENUE
. , P.O. BOX 8327
HARRIS8URC. PA 17105
...-~...""
ESTATE OF LORD
DATE OF DEATH QJ-13-80
NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
AGENT II .
JULIA
NOTICE OF INHERITANCE TAX ACN
APPRAISEMENT. ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS. AND ASSESSMENT OF TAX
~__".... _..."==--..",..,_~~E..~-~q-FJ.?
FILE NO. 21 80-0232
_-----.--SJJ.IJ~n-J;;UJ'J3J;:.Rt.liliO-
SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS.
101
'.
"~_._--_.
w
GEORGE F DOUGLAS JR ESQ
PO BOX 261
CARLISLE PA 17013
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
----------------------------------------------------------------------.
TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEOUCTIONS ANO ASSESSMENT OF TAX
NOTICE OF INHERITANCE
REV. 1547EX (10-82)
ESTATE OF LORD
JULIA
W FILE NO.21 80-0232
ACN 101
OATE 01-10-83
RE?ERVATION CONCERNING FUTURE INTEREST
APPRAISEO VALUE OF RETURN 8ASEO ON:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership lnterest (Schedule C)
4. Mortgages and Notes (Schedule D)
5. Cash & Miscellaneous Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Trans1er!i (Schedule G)
e. Total Assets
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
_ SEE REVERSE
2 SUPPLEMENTAL RETURNS
( 1)
( 2)
( 31
( 4)
( 51
( 6)
( 7)
.00
.00
.00
.00
1,000.00
.00
.00
( 8)
1,000.00
APPRDVEO DEDUCTIONS ANO EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H)
10. Debts/Mortgages/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was previouSly issued, lines
include th2 total of ~ returns addressed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rale
16. Amount of tine 14 taxable at 15% rale
, 7. Principal Tax Due
TAX CREOITS:
( 91 7,205.86
(10) 15,901.06
23,106.92
22,106.92-
.00
22.484.52
figureS that
(111
(12)
(131
(14)
14. 15 and/or 16 and 17 will reflect
(15)
(16)
.00
22,484.52
X.06'
K15'
(17)
.00
3,372.68
3,372.68
PAYMENT
DATE
RECEIPT
#
DISCOUNT 1+)
INTEREST H
AMOUNT PAID
07-24-81
029668
123.35-
1,289.78
L-
INTEREST IS CHARGED FROM 07-25-81 TO 01-25-83
AT THE RATES APPLICABI"E r,s OUTLINED ON THE
REVERSE SIDE OF THIS FORM.'
. IF. PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR YOUR RECOROS
\
TOTAL TAX CRED~ I.16~J
8ALANCEll~OUE . 2,206.25
_-.!~ST 199.00
L TOTAL OUE 2,405.25 .-l
(It Balance Due IS less than $1.00 no payment 'is requiredl
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IN HE: ESTATE OF ,nJLIA WOOD LORD,
DOCEASED, late of t.he Bor.ou9h of
Shippensburg, eurrU:>er land County
Pennsylvania
IN THE COURr OF CCM'UN PLF..AS
CljMBEFlllND o:>UNrY, PENNA,
orphans' Court Division
1'10,0<1"'60..;13::1
AND NCI-/, to wit,
DECREE A\'lARDING Rf'N, ESTATE
"l r~ IVY-
this 0':7 -oay 0.1: Noverrber, 1983, the First and
Final Account of Lavn:ence vI, DoOlittle, Executor of the Estate of Julia
\~ood lord, late of the Borough of Shippensburg, cumberland County,
pe.nnsylvania, having been duly filed and confirrred by the Court, along
with the Distribution Account and the Staterrent of Proposed Distribution
distributing to John Chase \~ood, Trustee under. the will of July \~ood
lOrd, 535 River Food, yardley, Bucks County, Pennsylvania, the hereinaf-
ter described real est.a,te, and the sane having been approved, it is
ordered, adjudged and decreed that the said property, as described
hereunder, is hereby awarded to John Chase ,,'oDd, Trustee under the will
of Julia Wood lord:
All those two tracts of land, situate in ~lenallen Tc1>'Il1ship, AdamS
County, pennsylvania, bounded and described as follCMs:
Tract No, 1 _ BEGINNING at a stone for a corner; thence running in
and across a state. highway and by land nCM or forrrerly of Valentine
R, Emig, Jr" south Fifty-seven and three fourths (57 3/4) degreeS
East one hundred and six-tenths (100.6) feet to a stone near a
quaken asp tree; thence crossing said highwaY and running by land
nOd or fomerly of the said Valentine R. Emig, Jr" South
forty-seven (47) degrees \~est. six hundred twenty-seven (627) feet
to stones nine (9) feet southeast of a small rock oak tIee; thence
running by land nCM or fomerly of the eamonwealth of
Pennsylvania, North fifty-five and three-fourths (55 3/4) degrees
West one hundred and six-tenths (100.6) feet to a stone; thence
running by land of the sane, North forty-seven (47) degrees East
six hundred tw::nty-seven (627) feet to a stone, the place of
...', Ii"
_i..~ G 1"i,~,t ~j ,.; :.~
beginning. Containing one (1) acre and seventy-three and eight
tentJls (73.8) perches.
'l'ract No.2 - BEGINNING at a stone near a guaken asp tree for a
comer; thence running across and along a State Highway and by land
of valentine R. Ernig, South forty-seven and one-fourth (47 1/4)
degrees East one hundred and six-tenths (100,6) feet to a stone;
thence running by land of Valentine R. Emig, South forty-seven (47)
degrees I'/est six htmdred ten (610) feet to fI stone seven and
five-tenths (7,5) feet southwest of a small quaken asp tree; thence
running by land of the Cornronwealth of Pennsylvania, North
fifty-five and three fourths (55 3/4) degrees West one hundred and
six-tenths (100,6) feet to a stone nine (9) feet southeast of a
small rock oak treei thence running by land of Clinton Boob, North
forty-seven (47) degrees Fast six hundred twenty-seven (627) feet
to a stone near a quaken asp tree; the place of beginning.
COlli'AnUNG one (1) acre and sixty-eight (68) perches.
BEING the same two tracts of land which William H. Fraker, by his
deed dated October 3, 1974, and recorded in the Office of the
Recorder of Deeds n and for Adams County, Penna" in Deed Book 315,
page 815, granted and conveyed to Julia I'/oodl.oro. The said Julia
I'/ood Lord died on t-I.arch 13, 1980, and by her will duly probated in
the office of tJle Register of vlills in and for CUmberland County,
Penna., in File No. 21-80-232, she devised these two tracts of land
to John Chase Wood, as trustee, under Trust "C" of her will, which
reads as follows:
"ITEM VIII: TRUST 'C'
I give, devise and bequeath my South t-I.ountain Cabin and the approx-
imately 2 1/2 acres of land surrounding, situate in Nenallen
Township, Adams County, Pennsylvania, being the same real estate
which is recorded in the Adams County Recorder of Deeds Office at
Volurre 23, page 119, together \'iith all books located therein and
any insurance policies thereon, to my brother, DR, JOHN CHASE WOOD,
as Trustee, IN TRUST NEVERl'llELESS, for the following uses and
purposes:
A. 14y Trustee shall have, hold, manage, and maintain the Trust
Property, collect income derived therefrcm, and after paying all
expenses incident to the ffi3.I1agCID2l1t of the Trust Property, pay over
the net incare therefrom to my son, RAn LOllD, in quarterly or rrore
frequent install.nP.nts. ~Iy said son shall ho'.Ve the free and unfet-
tered right to live in said cabin and to make said real estate his
hare during the tenn of this Trust. My Trustee shall not sell or
lease said real estate without the prior written consent of my said son.
B. When Rad Lord attains the age of 25, the Trust Property and any
aCCUIrn.llated incare therefrom shall be distributed to him. Should
he die before attaining the age of 25, the Trust Property shall be
distributed to Esther lord and Rex Lord, in equal shares, or to the
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