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11I10
No. JI-80. . 234
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Robert V:. Reed Jr.
, deceased.
To Harold B. 14cLane, Deputy , Register of Wills for the County
of Cumberland, in the Commonwealth of Pennsylvania.
is
Petitioner(s) are the execut on named in the Last Will and
A t 21f 1976
Testament of Robert M. need Jr. dated U{';lt8' ,
Decedent was a citizen of the United States and a resident of
Township
Borough, Cumberland County, Commonwealth
HAmnden Townshin
of Pennsylvanio.
Decedent died on Wednesday
the ~th
day of
March
cumberland
, State of
A. D. 19..lliL-, in the County of
Pennl'vl vania at the age of 8'3 years.
X)ii3~ X)f(es:. her
Decedent has not been married ond has not hod children born to )$\iffiX
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
'3, ')00.00 and of real estote to the value of
2'),000.00'
as near as can be ascertained; said real
estate situated as follows 5<)5') Blue Mnuntaln Trail. Hampden To\mshlp
Cumberland County
apply
Therefore, your petitioner(s) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon,
April 3, 1980
ph 1, Depos1\' Bank and Tr 1St Company
Name and address' f). AI)
of Petitioner(s)
Dated
'301 Market Street
Lemoyne, Penna, 17043
'COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
~1 ~ ~"nr(>T'l'l T~1l8t Off10.er I:;8\mh1J1 Denos1t pank and Trust Co.
named in above application, being duly S\~orn according to law
say(s) that the statements set forth in this petition ore true to the
li yo
-i'
c; I Jr;
I
n \ ~ knowledge and belief, .
and subscribed before 10ttLd ~\ Iv Il&f/;)/~
April 3 1980
. , /1 m 'f-!,"
best of
sworn
me,
ce\;
Regisfer
Benjamin & An~ino
22 South ~rd Street
Attorney:
Filed:
.....;)I'8'~ -..<351
April 7,
1980
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OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA 188:
COUNTY OF CUMBERLAND f
3rd 1 80
This .............................,.................................."..,.......,. day of ,....,....t\P.r.,t...,..............,..................,.....,..... A. D,. 19......."
Harold B. McLane, Deputy . .
before me ......................,.......,......................,......,....,.....,..........,........,.....,............,........ RegIster for the Probate of WIlls
and granting letters of Administration in and for said Counly of Cumberland, in the Commonwealth of Pennsylvania,
personally came .J!?.9,~y'...!';,~. ,..P,~,~,!}, ..~,!l~..,~!!,~~.!}.!J~. ..J;;,~....fW a.,~,.... ..,...."...",...... ,......, ........,......." ...........,.,........... '
~................................................................................................ .................................................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
Robert M. Reed Jr. August 24, 1976
................,.................................,................."........,.................,...,.........'........,......,...... Dated ...............,..........,........,........'...
Hampden Township
late of ,.........,....,...........................................................,..................,.......,..,..,......",.." Cumberland County. Pa., deceased
, sworn they were
who being duly.................................,.......,........ according to law. depose and say, that ..,...............,..............,................
tor Robert M. Reed Jr.
present, and saw and heard the testa............,..........,............. ........,...................,......,..........,..,............................................
sign, seal, publish, pronounce and declare the said instrument of writing as and for h....1-8........., Testament and
he
Last Will, and at the time of so doing .....................................,........,..........,.,...... was of sound and disposing mind.
memory and understanding, to the best of ..............th.eu........,..,....,......,..........., knowledge, observation and belief,
sworn ,
..........,..,.,....................................., and subSCrIbed before
.....W1....
/ YR
....h...:_:,~::';'.:;~,~~::'";...~j:;:-:;~~-!:~...(.~........~?::'::::-:.::::.......................
................................................................
,. M I ~;\ 'b"'MC,-r Del?uty
",~'i-ll/LJ.v.,:J,';):..,'y.!,I,...O)Il..;.~,~""'" RegIster.
,.....................................n.....................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I
COUNTY OF CUMBERLAND i. ,,:
,:~,:,~,:.., ,~,~!.lE.?I:.d. ..,~,':'.~,s,~,. ,?,~.r.:. ,? ::.:... ,~,A.~.~~..t,~.. ,~,:','?,o.~,j:,~.., ,~~.~~.., ,~.~,~.. ,~,:.u.,~,~....c. ~.~.. ....... ........ being duly
,~.':':,'?:.,~..,................................. says that as nearly as can be ascertained the said decedent ......,..........................,........,.
Robert M. Reed Jr.
..............................................n...................................................................................................................................
died on
,lILedlles.day............ the ...,...,...l2,th................, day of ,.......,...........,MIlr..ch..........,............,....,..,.... A, D.. 19I1,Q...,
1:45 A
at or about ......................,............,............ o'clock, ,... M.
...........................~~9.r..~.................. and subscribed this
3rd April
............,...,..................................... day of ..........,..,....,....'
19.,~,~...1 before
....~gP.:?JL~...:.J:o.2~:~ir~;~,_,.
1#ifl<tJ.~jdf2ti0f{--_m
Deputy
Register.
80S
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA)
r 55:
COUNTY OF CUMBERLAND )
Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the
W, S, Sanford T~ust Offieel' r::auph~n r::eposit ['an\<
County of Cumberland. personally came "....."......,..,..,....,............"".,...,..".........,....,",..,..................Trurrt..'C'orrrparly
who, being duly ......s,Wo.r.n,..,..,..... does......,.. depose and say that as ............Ex.e,c:u,\;o.r.........,..,....,..,...,...,..,..,.......
of the last Will and Testament of ,........~,?~::r.,~:,..t:1.'....~.~,~,~,..~:.,.'................,........,.......,.......,....,......,...,...... deceased
..:..,..,...\+6..,....................... 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,
sworn
and subscribed
................................
before me.
1!!4u.~--
......,......,....!?:~E~,~,J,..,..,.......,..,..,..,.., A. D., 19~,~"..
~~l0!&.Q~,~~,~::.~,.d"G~~GQ,.,....,',.,""~:,~,~:,~
Register
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DECREE
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Be it remembered that on the ..........,?~~,...., day of ....................~!?~,~.~...............,....,....,' A, D" 19,~g,.., there
was probated and recorded the last Will and Testament of ....,..,R.'?,l:J.e~,~..!:I,:..)~~.E!~,~..,:!.~,:...,...............,..............."
late of ......,~~~?:1?~,~::..,~.~:::::,~l1,~,p.,..,....,.........................,........, Cumberland County. Pennsylvania. Deceased. Letters
Testamentary Dauphin Deposit Bank & Trust Co.
.. ......... ....,.....,..,...... ........' ..,..,.., ..,....,..., ..... were granted to ..,.."......,...,..,.., ,....',...... ,....,..,................ ........' ....,...................,...
Witness my hand and official seal the day and year aforesaid, i
\ . ", fi I' ) '"\,. r'- ' .
::,'1:: ..LUJ:L,b....J,),t..j(S:i<',..,:......,...!?~.!?,~!:-.Y...
Register.
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FII e Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
__.2.kBQ.",Q234v
[i] Original
o Supplemental
o Remainder
--......
REV.4114 EX+ t!HOI
Estate Name _______ r.ob<1J1,J:l.-!,~c;j,._J.r....-______
Dote af Death
:b-12-JJ.Q
Socio\ Security Number
195-?'13-1030
ENTERE D MAR 1 71981
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County uf Cumbcl'lnnd
Pennsylvania, do respectfully report that I have appraised the real and personal prope.ty 05 reported In the loregolng
return at the values sot forth opposite each item i" the last column to the right in Schedules uAu, "B", lie", and liE"
Dated: Februnry 18, lQ81, .~/~ ,I" IIi)'" },,1 'ul )
INHERITANCE TAX APPRAISER
INVENTORY
AaJUSTMENTS REMAINDER APPRAISEMENT CODE
VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)
I 42 000 00 00+ , 92+
5 203 30 10+
5 864 21l+
none 30+
c; (j ~ 40- 93-
Real Property (Schedule A)
P.nonal Property (Schdul. B) ,
Jolnt.Held Properly (Schedule E)
Tran.fer. (Sch.dule C)
TOTAL GROSS ASSETS
Leu D.bt. and Deductions
(SCH EDU L E F)
CLEAR VALUE OF ESTATE
[] Life Estate
o Annuity
RATE FACTOR
,,"/-
/-''''''I..<'"~.'' ~.'.-. , ,
L-"~'" _ '7".._1/
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FOR use OF REGISTER ONLY
PRINCIPLE
VALUE
CODE
CODe
COMPUTATION OF TAX
$
S
$
$
T OJ( on S
Taxon$ .;1JI7,(&
6% /(1'-
15% 7"
TOle on $
TolC on $
T OM on S
-----
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E)UlfTlptions
Total Estate
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TOTAL .!AX
INTEREST FROM
BALANCE
TO
$
$
$
Leu Credits
DATE OF PAYMENT
AMOUNT PAID DISCOUNT INTEREST
--
$ + I $ =
=
BALANCE $
INTEREST FROM --- TO - $ -,
BALANCE OUE S
TAX CREOIT
$
!
REV.4S 111.801 .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
ITEM
NO.
~
SCHEDULE "6"
PERSONAL PROPERTY
(Instructions 0" Reverse Sidel
Robert M. Reed Jr.
DESCRIPTION
CASH & CASH ITEMS
Refund from Capital Blue Cross on cancellation 0
contract
Medicare claim
Pennsylvania Blue Shield claim
Proceeds form Dauphin Deposit Bank & Trust
Company checking account #70768668
Refund from Flower & Garden on cancellation of
subscription
Received from Jacob & Linda
Pro-rata school taxes $
Pro-rata county taxes $
Pro-rata township taxes $
Richcreek:
136.03
4.65
2.66
.
MISCELLANEOUS:
Tools - Sale price
Household effects - appraised value
1965 Chevrolet Sedap - Sale price
UNIT
VALUE
ESTIMATED
MARKET
VALUE
$ 17.30 \-.
$ 153.12 J.-
$ 38. 28 ~
:/
$ 1,111.811
$ 4.80 v
$
143.34 Y
$ 2,475.65
$ 1,109.00
$ 150.00
$
1/
5,203.30
TOTAL THIS PAGE
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DEPARTME
VALUATIO
(oFFICIAL USE
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u::rrr.::ns TESTAMENTARY
COMMONWEALTH 0[.' PENNSYLVANIA
COUNTY OF CUMBERLAND
8S:
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BY TIm TENOH OFJIIESE PHESENTi'
lIa:col n. ~lcLan0, Deputy
I I~;ch~l.~~!t:S-,;/.':-:~d~~
I ....."........".................."."............."............".."....."....."''''', E~q"
Register for the Probate of Vlills and Granting Letters
of Administration in and for the County of CumberlJnd,
in the Commonwealth of Pennsylvania, 00 maliC' blown
. . 7TH
unto all men that on the "'...............,,............................... d:1Y
APRIL ~O.
of .................,.............,........,.....................,,, 19......,,, at CJrhsle,
before me W<lS proved, appeared nnci insinuated. THE
LAST WILL AND TESTM.IENT OF
ROBERT N. REED I JR.. L,\TE OF
. ....,...................... ................. ......... .........,..............
. . .r:-~IPI?~~. .~q\:~~!::r.P... . ,C;l}l:!!O:E,f~I,ll-"-''l?, 9P.L!tfJ:\'. , . ?.E:~mSYLY.'\...W" ' . . ., DECEl\SED,
(a true copy wher~of is to th~se presents annexed), having whilst . ,F!~,.. li\'ed at the tillle
of ~.I.S. death divers goods and chattels, rights and credits within the Commonwcnlth. by
reason whereof the approbation and insinuation of the said Last \-Vill and Te~lament, nnd
the committing the Administration of all and singular. the goods and chattels. rights
and credits, which were! of the said deceased, also the Auditing the Accounts, and Calcu-
lation and Reckoning of the said Administration to me are manifestly known to belong.
And that Administration of all and singular, the goods and chattels, rights and credits of
the said deceased, and way concerning. . I~f? Last Will and Testament, was committed to
.~!I,~PHI~I.q):.P(l~:n', j:'1\~ ,1i<.r!w;:;~ .~Q~lP/\;<Y.........., in the i'aie! Tl'st:lI1H'nt n:lll1t'd
. ~.~.C:l~ORS. . . , . , . . . .. " . . . . , . , , . . . . . . . . , , , . . . . . . ,. ha\'in~ first beL'n duly qualiih'd
well and truly to administer the goods and chattels, right and credits of the rlecc:\sl.d,
,
and make a true and perfect Inventory thereof, and exhibit the ~ame into the Rei"i,;tl'J's
office, in the bOl'Oug-h of Carlisle, within thirt~' days from this date, 1\nd also file a .iUi'l anrI
tlue aeeount, calculation and reckoning of . , . . , .~HEIJ;<. . . . administration when lawfully
.
required. and diligently and faithfully to regard, and well and (ruly cOlllply with the pm-
visions of the law relating to Collateral and Direct Inheritances. Dccedent died on the
.... .~2~1:f,.. day of ..... .~l(l.R,c.r!........, 19.~9.., accordinl\' to affidavit propel'ly filcd,
In Tc:ltimony Vlhcrcof, I have hereunto set mv hand and caused the seal of said office to
be hereunto affixed. dated at Carlisle aforesaid, the .........., ?~I:I. . . , . , . . . . . , . , , . . . .
day of , , . . . . . , . . , .l}!?\1;rk . , , . . . . . . . . . . . . . . ... in the year of 0\11' Lord One Thousand
Nine Hundred and .Er9!I:x'X..........,.,. /. //,J'))/ "EP'''''''
I".t. ,. ,'4-{A, ,;./ ./ "/"/.q, L. ul.
............. ......"". .......1.......,.........,............................._
~EV.454 11.801
COMMONWEAL nt OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(Instruct/oIlS Oil Reverse Sir/e!
*~
SCHEDULE "E"
JOINTLY OWNED PROPERTY
Estats of
Rober~ M. Reed. Jr.
P
TOTAL E VALUE OF DEPARTMENT
ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION
NO. VALUE INTE REST /Offic/"I Use Only)
T
The following assets registered in the name
of Robert M. Reed Jr and Bridget C. Funk
CCNB checking acct. #018-0002917
opened, 7/19/77 464.92 50% 232.46
CCNB Savings Acct. //008-106190-5 11,184.52 5,592.26
Accrued interest 80.39 50% 40.20
Opened 7/19/77 .
,
TOTAL THIS PAGE $ 5,864,92
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REV."$5 (1.80)
C(jMMONWEAL TH OF PENNSYLVANIA
OEPi-IRTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
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_._----'---~._. -~.._--- -=- - .-_.. ..-
Estate of Robert H. Reed, Jr. Date of Death HaTch 12,1980
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No, 21-80-21/,
Claimant
Relationship to Decedent
Claimant's Address
- - .
ITEM OATE NAME OF PAYEE REMARKS AMOUNT
NO,
1980
1. Imr. 15 Cumberland Law Journal Cost of Advertisino &P~aglig!iti()n $ 18.00
, 2. 15 Rioiseer of to!illR Proh..ino """ ~ '<I nn
3. 17 R. B. Reichert AnDraisal of oersonal Dronertv $ 20.00
4. 23 Statesman Groun Insurance nremuim $ ',An
~. ~... ~ IlInnr'R A"oHnn ,. "M nn _0'- .. . .1 ~ 7/.? 7n
6. 7 P P & L Comnan" Electric snrvico ~ 10',0
7. 16 Patriot - Evening News Cost of Advertising & g,ro~! of $ on (,7_
ub lcation
8. 22 Suzanne E. Rvan t~itness fee ~ 1<; nn
9. June 4 P P & L ComDanv Electric service $ 25,00
10. Julv 9 Kathr"n l~. Fetrow lQao Rnnl ERea.o
Treasurer Taxes $ 204.15
11. 11 P P & L Comnan" Electric Service $ 10.00
12. 14 JoseDh HcGraw Inc. Annraisal of Real Estate $ 225,00
13. 14 Brachendorf Hemorials Granite Hemoria1 ~ 28n ,nn
]4. 14 John S. Bra" M. C. .' Professional Services '$ 348.00
. 15 14 Jack W. Richards Funeral Home Funeral exoenses S 2 07<;,1111
16 18 A,.ei"o " Tno ", ~ (,(,1 1111
.
17 Au". 6 P P & L Comnan" Electric Service $ 10,12
,
18 Seot. 3 P P & L Comnan" Electric Service $ 10,07
19 15 Kathryn W. Fetrow, Treasurer 19aO Countv & Township taxes $ 52.52
20 Oct. 1 James B. Luttrell Cuttino orass S 110.00
21 3 P P & L Comnanv El ooed 0 c_~.., OM I
$ 10.07-
TOTAL THIS PAGE I $ 4.922,62
1 hereby certify that to the best of my knowledge and belief the foregoing is a just ~nd true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for nheritance Tax purposes.
,
SIGNATURE OF ATTO NEY/FIDUCIARV
DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~ () 1J? ,1):< AT ~ ell/)- PERCENT,
,~.:!)
S-j-!I
DATE
"
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 Wi lis with whom 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 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 andfor 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,
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? (Answer "Yes" or "No",) JIlt>
2, Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) .....1:iL
3, If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time of transfer,
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 nontaxability of transfer.
4, Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable Dr adequate consideration
therefor which was to take effect in possession or enjoyment at or after hiS/her death? (Answer "Yes" or "No",) .M>
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",) No
b. What was the transferee's age at time 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 properly transferred? (Answer "Yes" or "No".) AI"
b, The right to designate the persgns who shall possess or enjoy the proper~1 transferred or income therefrom?
(Answer "Yes" or "No",) ND
6, If the answer to five b, above is "Yes," was the right reserved in decedent alone ( ) or decedent and 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".) M
8. Did decedent, at any time, transfer property, the beleficial 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" Dr "No",) N{}
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 decedent and others ( ),
}
REV.4~4 EXi (8-aO)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
, Estate of
ITEM
~O.
I
;.
hessir:: I?,r/t;ko
DESCRIPTION
s-rc,tc:. C"Fttl ~VIII~5 :$511,
fhflf'J1ivl De tvstf tl,fJ/l"-
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
~
~~.."~.
, .,111
, ,-/;,..
,,\~~.}>"
(Instructions on Rfwnrse Sid(1)
TOTAL PE VALUE OF DEPARTMENT
MARK ET Rc DECEDENT'S VALUATION
VALUE E INTEREST (OFFICIAL USE ONL Y J
~T
,p, II NY, 1'1 5b"D /0/ S4I.J :7b'
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TOTAL
/0 ?61. 3)..
If additional space is necessary, use By," x 11" sheets.
,'__.n.... ..~i:J
,
70-36473-8
~
:01/011 1/.1 f/l
:,/,'1
2
CY 13 16
BESSIE RATHFON DECO 061161 OR
FRANK E RATHFON JR
10 JEFFREY RD
MECHANIcseURG PA 11055
PAc,r Ij(J
05/19/81
PRrvtOUS
STAHMWT DATE i
t.~~OU'.T ACCOUIIT "U/,',BER PREVIOUS BAlAlKE (CfDITS DEBITS STATEMErH
TTP[. r II\J.'.',: ~; I J"...,:JU"l Ir,LlI,'9t:F< AMOuNT BAlAtKE
I I I I
I I I I
I I I I
CK 10-38413-6 291,64 1 25.00 2 93:10 22914
I I I I
I I I I
I I I I
I I I
ACCOUI:i ACTIVliY
>I< CK >I< >I< * CHECKING ACCOUNT 70-38473-8 >I< >I< >I< 4<
C H E C K S C H E C K S C H E C K S
DATE 1/ AMOUNT DATE 1/ AMOUNT DATE iii AMOUNT
05/20 68.70 06/10 25.00
06/08 DEPOSIT . . . . . . . . . . . . 25.00+
FIRST AND FINAL ACCOUNT OF
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
EXECUTOR OF THE ESTATE OF
ROBERT M. REED, JR.
.
LATE OF HAMPDEN TOWNSHIP
CilllBERLAND COUNTY, PENNSYLVANIA
DECEASED
PERSONALTY
PRINCIPAL RECEIPTS
The Accountant charges itself with the items of Personalty as per
Inventory and Appraisement as filed:
$ 5,864.96
$ 5,864.96
TOTAL PERSONALTY PRINCIPAL RECEIPTS
1980
Apr. 15
15
.
17
23
May S
May 16
22
Jun. 13
Jul. 14
14
14
Dec. 4
1981
Mar. 10
PERSONALTY
PRINCIPAL DISBURSEMENTS
Cumberland Law Journal - Cost of Advertising and Proof of
Publication
Register of Wills - Probating Will
R, B. Reichert - Appraisal of Personal Property
The Statesman Group - Insurance Premium
Haar's Auction - Commission on sale of tools
The Patriot-Evening News - Cost of Advertising and Proof of
Publication
Suzanne E. Ryan - Witness Fee
Register of Wills - Inheritance Tax
Paid on Account
Less 5% Discount
Brachendorf Memorials - Granite Memorial
John S. Bray, M.D. - Professional Services
Jack W. Richardson Funeral Home - Funeral Expenses
Register of Wills - Filing Inventory and RCC
Register of Wills
Paid in Full:
- Inheritance Tax
Tax Due
Interest
Apr. 23 Register of Wil:ls - Inheritance Tax
Reserve to Pay the Following:
Dauphin Deposit Bank and Trust Co. - Executor's Fee
Benjamin and Angino - Attorney's Fee
Reserve to File Account
TOTAL PERSONALTY PRINCIPAL DISBURSEMENTS
2
, .
\. 'l,n
u"i i :,uL liti
$2,250.00
112,50
$1,661.26
24.92
$ 18.00
29.00
20.00
3.80
742.70
20.67
15.00
2,137.50
280.00
348.00
2,075.00
9.00
1,686.1S
112.60
2,400.00
1,200.00
150.00
$ 11,247.45
1980
Hay 7
June 4
Ju}-y 9
14
11
18
Aug. 6
Sept. 3
15
Oct. 1
3
Nov. 6
$ 32,52
25.00
204.15
225.00
10.00
661. 00
10.12
10.07
52.52
130.00
10.07
420.00
$ 1,790.45
REALTY
PRINCIPAL DISBURSEMENTS
Pennsylvania Power & Light - Electric Service
Pennsylvania Power & Light - Electric Service
Kathryn I,. Fetrow, Treasurer - 1980 Real Estate Tax
Joseph McGraw, Inc. - Appraisal of Real Estate
Pennsylvania Power & Light - Electric Service
Active Insurance Services - Home Owners Insurance Premium
Pennsylvania Power & Light - Electric Service
Pennsylvania Power & Light - Electric Service
Kathryn W. Fetrow, Treasurer - 1980 County and Township Taxes
James B. Luttrell - Cutting Grass
Pennsylvania Power & Light - Electric Service
Recorder of Deeds - Transfer Tax
TOTAL REALTY PRINCIPAL DISBURSEMENTS
1..':,:\
r,u'
......v i "...l 1J
- 4 -
PERSONALTY
INCOHE RECEIPTS
Interest: Dauphin Deposit Bank and Trust Company -
Haster Savings Account
7/1/80
7/2/S0
10/2/80
1/2/81
4/1/81
4/2/81
.
Interest: Master Reserves Trust
11/3/80
12/1/80
1/2/81
Interest: U. S. Treasury Daily Repurchase Agreement
12/1/80
1/2/81
2/2/81
3/1/81
4/1/81
TOTAL PERSONALTY INCOHE,RECEIPTS
L J; ~\
"'1
,~,-i 1.,0t U
- 5 -
$ 19,37
2.42
1. 27
10.94
2.21
.09 $ 36.30
$ 6.58
14.34
1. 65 22.57
$ 327.55
505.94
546.13
508.33
488.S0 2,376.75
$ 2,435.62
SUNMARY
BALANCE
$ 5,864.96
11,247.45 ($ 5,382.49)
$42,387.34
1,790.45 40,596.89 $ 35,214.40
$ 2,435.62
269.78 $ 2,165.84
0.00
0.00 0.00 2,165.84
$ 37,380.24
TOTAL PERSONALTY PRINCIPAL RECEIPTS
TOTAL PERSONALTY PRINCIPAL DISBURSEMENTS
TOTAL REALTY PRINCIPAL RECEIPTS
TOTAL REALTY PRINCIPAL DISBURSEMENTS
TOTAL PERSONALTY INCOME RECEIPTS
TOTAL PERSONALTY INCOME DISBURSEMENTS
.
TOTAL REALTY INCOME RECEIPTS
TOTAL REALTY INCOME DISBURSEMENTS
BALANCE CONSISTS OF THE FOLLOWING
Principal:
Cash
Household Effects
$34,105.40
1,109.00 $ 35,214.00
Income:
Cash
2,165.84
BALANCE FOR DISTRIBUTION
$ 37,380.24
Exhibited ,into the Office of the Register of Wills in and for the
County of Cumberland this '1'/11 day of ) ))c"',/ ,1981, by
DAUPHIN DEPOSIT BANK AND TRUST CO}WANY,
Executor of the Estate of
Robert M. Reed, Jr,
By:
".';!~'(t') I ) )C:,,_.c., ...,1 ,- '"
Assistant Trust Offi{er
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Rose and J. C. Norris - 1/6 of residue in accordance with
Item 11 of the Will, consisting of:
Principal Cash
Income Cash
$ 5,684.24
360.97
$ 6,045.21
Tona Luckenbaugh - 1/6 of residue in accordance with
Item 11 of the Will, consisting of:
Principal Cash
Income Cash
$ 5,684.23
360.98 6,045.21
in
$ 5,684.23
360.98 6,045.21
$ 37,380.24
Principal Cash
Income Cash
. Our Lady of Lourdes Catholic Church - 1/6 of residue
accordance with Item 11 of the Will, consisting of:
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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? (Answer "Yes" or "No".) !Vi.'
2, Did decedent, within two years of death, transfer 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 are claimed to be nontaxable, provide the following
information:
a, Age of decedent at time of transfer, --
b, Copy of death certificate,
c, Affidavit by the attending physician indicating the state 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 consideratio~/.
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",) (1/"
b, What was the transferee's age at time 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",) ..l12-
b, The right to designate the per~o)ls who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) /Vo
6, If the answer to five b, above is "Yes," was the right reserved in decedent alone ( ) or decedent and 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",) f1{,
8, Did decedent, at any time, transfer property, the b61eficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or r~voke, 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 decedent and others ( ),
..
REV"4~4 EX+ u..aOI
COMMONWEAL TH OF PENNSYLYANIA
DEPARTMENT OF REYENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate 01
ITEM
NO.
&"jj)t;!. i?,,11Jfi~1
DESCRIPTION
I
J.
stt-ife C;rpil'i{S/iv1,"f.5 HSSI'I,
0Cfh,i'1 D:f"517 f3nll';"
SCHEDULE "E"
JOINTLY OWNED PROPERTY
(Instructions on Revorse Sido)
TOT AL PE VALUE OF DEPARTMENT
MARK ET RC DECEDEHT'S VALUATION
E
VALUE NT IHTEREST {OFFICIAL USE ONL YI
~~C)S.l.Jlq 5t')t1 /c-; 5'411 ,-75'
~C;, It/- 501~ III/ ,~7
L,_.:..,.
/c;65t1. 3.7-
TOTAL
If additional space is necessary, use 8!/," x 11" sheets.
,"~' l,J
10-384H-8
2-
tV 13 1b
~((~..,'.1
,,;!.
CK
I
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1* CK
\ C
'\DATE
OS/20
I
,
I
\Ob/08
\
I\!iF'i1f.m!!S~
BESSIE RATHfON DECO Obl181 OR
FRANK E RATHFON JR
10 JEFFREY RD
MECHANICSBURG PA 1705;
ACCOUIH lJUI.'.BER
PREVIOUS BAlAlKE
CREDl1S
lOU',.e~k 1o....QU!.1
llOU'..,b:.1t
DEBlTS
M"OUtl1
I
I
I
93,70
I
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I
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II ^ 11 ~
Ob/17181 \,
PAGE NO, 1 \
i
05/19/811
PREVIOUS \
s~,~:,~~~.~~~V ~
.,.,' .
I
1
I
25,00
I
I
I
I
70-38473-8
I
I
297,84
I
1
STATEMENT
BALANCE
I
I
I
229,14
I
I
I
I
ACCOUNT ACTIVITY
'" * * CHECKING ACCOUNT 70-38473-8 * * .. *
H E C K S C H E C I<. S C H E C II. S
II AMOUNT DATE 1# AMOUNT DATE II AMOUNT
b8.70 01>/10 25.00
DEPOSIT . . . . . . . . . . . .
"
2
HDWAftC HAVNI CARlON
,Un"VIIO"
8TII'HIN ft. HALL
"'tOCI"'.
TI",,.HOHII 1".7".
231.81'.
JaM e. ~fA ':1~ flome, J/U.
1334 N. 2nd slree' . Harrisburg, PA 17102
FUNERAL SERVICE INCLUDING any or all of the following: as per selection fonn for . . ,
Name Bessie Rathfon AddresslO Jeffrey Road, Mechanicsburg, PA 17055
Dale of Death June 11. 1981
Caskel as Selected No, Stauffer Miller , 20 Ga Non~r,r,q~~~,t,~y~)..q9~~,t,ql)!'..r:~l,l~,s,~.... ,$ 903.00
PROFESSIONAL SERVICES:
Staff assistance in local removal from place of death
Preservation, restoration and other specialized care as necessary
Procurement and recording of all vital statistics
Filing of death certificate
Securing necessary pennits, ete,
Professional supervision including consultation with family and clergy
Supervision of all arrangements pertaining to the funernl service and direction of funeral and assistance to family
following funeral and burial service
Filing of necessary forms such as social security, insurance, lodge and etc,
FACILITIES AND EQUIPMENT:
Use of chapel facilities
Use of necessary funeral home equipment and religious necessities as required
Care and arrangement of floral tributes
Visitors registration
Funeral Coach (local)
Limousine (local)
Flower Car (local)
Lead Car or Car for Clergy (local)
Chairs to family residence
~~~~ Memorial Folders (75)
Acknowledgement Cards (Box of SO)
'..,........., TOTAL $ 875.00
CASH ADVANCES:
For Certi.6ed Copies of Death ,4,~, ,$2,',qO, , , ."...,." ,$
For Transportation .",..",."" ' " . , , , , , , , , , , , , , . , , , , . $
For Other Funeral Directors charges ,.".,."."""""., $
For Clergy Honorarium ,Rev... .Schell."."..",.",.,., ,$
For Long Distance Telephone ,......""""""".,."" $
For Organist ,."",.,'"",.",..".,.",. ,,$
For Ccmetery Charges ,OpeniTJg. r;.I:aY!'. ."7I.1ar,I::i~~1.1"g", ,$
For Grave Set-Up Charge (Tent, Device, Etc) $
For ,Unde'rgarment Set $
8.00
10.00
330.00
20.00
12.50
Clothing Farnswor,t.h .GPlm" Illu.,
Extra Limousine "
F10wers Pcale~; O:v.et;'):1eaq, !ip.r:~y ~l.Fam~.lyl~,
Outside Hecerlical (Vault) Shade Granolite
Newspaper Nolices Harrishurg, .,
For Additional Charre:.~emc!:cry' (HainL.)
For
ADDITIONAL ITEMS OF SERVICE OR MERCHANDISE:
.$ 80.00
.$
..$ 60.00
L]95.0Q_
$~'OO
$ 183.44
$
TOTAL $ 1,173.94
Total ineluding Casket, Profcssional Services, Facilities and Equipment, Cash Advances
and Additional Services and Merchandise , , , . , , , ,. , . " TOTAL $ 2 ,951.94
I/We request that Ole funcrnl len'lces and mllteril115 set forth abo..,c be furni.shed, and that the charges for lame be chuljN to me/w.
I/We admit that this is M)'/Our obligation and Is not dC'~odC'nt on retching an)' In.mrnm.'e p3)1neols. or on any esb.te .....Wch J/\\'e may
inherit. And it is not dependent on any court decisions of an)' nnture reJ:ardinc this de:tth,
The Terms 01 Pa)'I11eDt lor our FUDeral Senices are Del within TIUrty (30) da)~ lrom dale olth. oervfce.
Afl'" ninety (90) da). a FINANCE CHARCE of ono-half percenl ("%) per monlh on the pmiou. unpaid balanee all'" d<duetion of
any pa)'l11enl. Is Imposed, FINANCE CHARCE Is compuled by a "periodic rul." of ono-halr peoeent (1'1'70) per monlh which Is lD
ANNUAL PERCENTACE RATE ollla pettenl (6%) appUed to tho previow bolanee aller dedac:tlng current pa)'DIools and/or eredits.
lIW. hereb)' ac1nowledg. receipt of a copy of tho ahov..
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SIB. Dr Funeral Director~ .If'.!. \T'v..o..4-4 \ \~",' r ,.,
Oal. .Innp 11 1981
Signature Frank E. Rathfon
RelationshJp Son
Sired Addres. ..lll .1<, f f f<'V Road
City .l1c.chanh'fihurr.. PA
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Invenlory of the reol ond personol eslolo of
Robert H, Reed Jr,
CASH & CASH ITEHS
Refund from Capital Blue Cross on cancellation of contract
Med icare claim
Pennsylvania Blue Shield claim
Proceeds from Daupbin Deposit Bank & Trust Company checking
account #70768668
Refund from Flower & Garden on cancellation of subscription
Received from Jacob & Linda
Pro-rata school taxes
Pro-rata county taxes
Pro-rata township taxes
Richcreek:
$ 136.03
$ 4.65
$ 2.66
REAL ESTATE
Real Estate located 5955 Blue Hountain Trail, Enola, Pennsylvania
more fully described in Cumberland County Deed Book 9 Volume 11
Page 557 - Sale price
Received from Jack W. Richardson Funeral Home -
The following reinbursements:
Cumberland County Veterans Administration $ 100.00
Social Security Lump Sum Death Benefits. $ 255.00
Veterans Administraiton $ 450,00
11ISCELLANEOUS:
Tools - Sale price
Household effects - appraised value
1965 Chevrolet Sedan - Sale price
deceased.
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$ 17. 30
$ 153. 12
$ 38. 28
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1$ 11.120
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.___S_u..eMnu,:ry, ASS~~t~10ust .9,!E_~=-e:, Cl5,D.iJllphin D_,:pos!:.~~n~ ~~~'!.t Comp,~l.nL__._
being duly sworn __'''.._ according to I"w, depo,e, and ,ay' that she - is the Execut,Q.I'______
_____,---..,--' of the E,t"te of __ Robert H, Reed, Jr,
late of Hampden township , Cumberland County. Pa" decea,ed and that tho
withi" i, an inventory made by __~X~s~~~~f,t'l'o~'..~,'!S~I~i~e~eR'!~iLfutl}~--, the ,aid Execut,qL-;-
of tho entire e,tate of ,aid decedent, con,;,tlng 01 ,,~I the personal prop.rly and real estate, except real e,tate outSide
the Commonwealth of Penn'ylvania, and that the figure, oppo,ito each item of the Inventory represent it', fair value
a' of the date of decedent', death, Dauphin Deposit Bank & Trust Company, Executor
ot the Estate DE Robert M. Reed, Jr.
and ,ub,cribed before me, \, By: ~.,.I.,--u...J F)}a.....A,<...:'---<../
Assistant Trust OE~ieer
December 8, 19~~ 1!ill0000000",xt,~"
...-ZlLHarket Street
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
S,wr.n to
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Date of
12th
Death _,_'
D.y
Harch
Harrisburg, Pennsylvania 17101
Address
1980
Month
Year
INSTRUCTIONS
I, An inventory mu,t be filed within three month, after appointment of personal repre,entative.
2. A ,upplement inventory mu,t be filed within thirty day' of discovery of additional assets,
3, Additional ,heets may be attached a' to personalty or realty
4. See Art!5te IV, Fiduciarie, Act of 1949.
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REV.45!5 EX+ (3.aO)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Estate of Or!. 5sie {(.;rr1lfivl Date of Death /,//;/81
,
WHEN CLAIMING THE FAMI L Y EXEMPTION, COMPLETE THE FOLLOWING:
File No,
-
-
Claimant
RelCltionship to Decedent
---
Claimant's Address at time of Decedent's Death
ITEM DATE NAME OF PAYEE REMARKS AMOUNT ,
NO,
/ 6 1/ <// JDh~ ~ IVeOmii=.( F'1)1~{id JiOV4e.. ,::V,,/(', rea I-W'JI"S'C'c, ,::J.Ci.s/.''')I/
,? 5/ 31 l'ill "';61ti11 ASSOCttii2, f?:,! "J,y' i.- R..v5 ?,t,o
.3 ' is 5'1 D(, DOi1.!lld v. RoM~IIJ (j,,( dve Or, 3S;-70
J). (I, ,'~/((I p, '(fiche w) o( c: /J7t'f?! N1c~/'5 Gr1.IIIf: /11?(y'Xe/ ;/8'D ,60
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TOTAL I 3 ,,~.:JIo ,:J,J,
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.
(~"fLf ~~ Ilp7!8/
SIGNATURE FIDU ARY 'DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $
AT
% TAX RATE
en,.Hll:N n. HALL
"..OCIATI,
TU."HOHU .'210711"
133.831.
Joht e. ~fA '1f1J1/JVJ1 Jlume, Jru.
1334 N, 2nd Str..t . Harrbburg, PA 17102
FUNERAL SERVICE INCLUDING any or all of the following: os per selection fom for. . .
Name Bessie Rathfon Address 10 Jeffrey Road, Mechanicsburg. PA 17055
Date of Death June 11, 1981
Casket as Selected No, Stauffer Miller. 20 Ga Non-:-!'.r.~~~~,t,~y~>..q'?!At,,?I)\'..F:~I)~.s.I).... ,$ 903.00
PROFESSIONAL SERVICES:
Staff assistance in local rcmoval from place of death
Prcscrvation, restoration and other specialized care as necessary
Procurcment and recording of all vital statistics
Filing of death certificate
Securing necessary pennits, etc,
Professional supervision including consultation with family and clergy
Supervision of all arrangements pertaining to Ille funeral service and direction of funeral and assistance to family
following funeral and hurial service
Filing of necessary forms such os social security, insurance, lodge and ctc,
FACILITIES AND EQUIPMENT:
Usc of chapel facilities
Use of necessary funeral home equipment and religious necessities as required
Care and arrangement of floral tributes
Visitors registration
Funeral Coach Ooeal)
Limousine Ooeal)
Flower Cor Oocal)
Lead Car or Car for Clergy Ooeal)
Chairs to family residence
~~~~ Memorial Folders (75)
Acknowledgement Cards (Box of 50)
...,..,....,., TOTAL $ 875.00
CASH ADVANCES:
For Certified Copies of Death ,4, @, ,~2,.()O"", ".", ,$
For Transportation ' , , . , , ' , , , , , , . , , , , . , , , , . , , , ' , , ' , , , ' ,$
For Other Funeral Directors Charges ,'" ,$
For Clergy Honorarium ,Rev,., .Schell,."",."""."" ,$
For Long Distance Telephone.".",."..",."".."", ,$
For Organist ' , . . , , , , . , . ' , , . ' , ' ,$
For Cemetery Charges Openu,g, G,raye,-:na,risbu.l~g." ,$
For Grave Set-Up Charge (Tent, Device, Etc) $
For _Und<rrgarment Set $
8.00
'i0.00
330.00
20.00
12.50
ADDITIONAL ITEMS OF SERVICE OR MERCHANDISE:
\
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Clothing F'lrnsworth ,G9Wll, ' Blue,
Extra Limousine
Flowers Pealer; OV,erheaQ, Sp,r,ay "F'lmily'~",
Outsitl,' Hct'('pliea! (Vault) Shade Gr'lnolite
Newspaper Notices Harrisburg
For Additional Char~:.,~..c~me~,er.y (NainL.)
For
"..$ 80.00
$
S 60.00
s....J,~ 00_,_
s 35.00
$ IS3,~4
S
.., TOTAL $ 1,173.94
Total including Casket. Professional Services, Facilities and Equipment, Cash Ad\'anccs
nnd Additional Service's nnd Merchandise,
TOTAL $ 2,951.94
If\\'e requl'st thak the funeral services and materials set forth .bo\'c be furnished, and that the c1wges for same be charced to me/us.
lAVe admit t11:1.t this is M)'/Our obligation and is not de~ndcnt on recehillg an)' Insurance p3)1l1ents. or on lU1y esbte which l/We may
inht'rit. And it Is not dependent on Bny court deci!.ions or an)' Dature ree:uding this death. '
Tile Terms of P4)'ment for our Funeral Services are net within nurty (30) d3)'s from date of lhc Jef\;ce.
AIll'r ninety (90) d.), I FINANCE CHARGE nf one-h,1f per<enl ('n%) pl'r month on Ihe pr.-iou, unp,ld balanc. after deductio. or
Iny p,yment' Is Imposed, FINANCE CHARGE Is computed by I "I"'rioolc role" of .ne-h,1l pl'rttnl ('n %) pl'r month which Is a.
ANNUAL PERCENTACE RATE of ,I.< I"'rcent (6%) IPplied 10 tI.. prevlow bahoce alter deductiog current p'yments lod/or credits.
I/W. hereby Icl'1lowledge mtlpt of I copy of the above.
l'hi< A~I'('('lIl\'lIt fumi,h<'ll
Sh:lllIlur. Frank E. R.~thfon
Rtlalionsl~p Son
Str""t Add,,,,, 10 .ldfr"v Road
CIl)' .llcohanicsburr.. l'A Zip 17055
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OF
BESSIE RATJ-IFON
I, BESSIE RATIlFON of the City of Harrisburg, Dauphin
county, pennsylvania, declare this to be my last will and
revoke any will previously made by me.
ITEM I. I devise and bequeath all of my estate of
every nature and wherever situate to my husband, FRANK E.
RATHFON,SR., providing he shall survive me by thirty days.
ITEM II. Should my husband, F~~K E. RATHFON,SR.
predecease me or die on or before the thirtieth day following
my death, 1 devise and bequeath all of my estate of every
nature and wherever situate to my son, FRANK E. RATHFON, JR.
If he not then be living, to his wife, SARA JANE RATHFON.
If she not then be living or in the event that she has then
remarried, in equal shares to the children of Frank E. Rathfon,
Jr. and Sara Jane Rathfon, his wife.
ITEM III. All taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction
imposed, shall be considered a part of the expense of the
administration of my estate, and my executor shall have th~
absolute pO\~er in his discretion to pay the same at once whether
or not the la\~ under which they are imposed permits the post-
ponement of payment of all or part of them to a later time.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMIHATION
P. o. BOX 3653
HARRISBURG, Pt..
1710S
April 21, 1981
IN YOUR REPLY PLEAS!!
REFER TO (717) 787-6670
Department of Revenue
Board of Appeals
P. O. Box 1874
Harrisburg, PA 17105
j}"o
'T-Q tf)5fJJlDO ~ H
,-, ~
Re: Estate of Robert M. Reed, Jr.
-FYI e No., 21- 8-o::m-:r4
County of Cumberland
Date of Death: 3f12/80
Gentlemen:
Pursuant to Section 1001 (1) of the Inheritance
and Estate Tax Act of 1961 (72 P.S. 92485-1001), a protest
is filed on behalf of the Commonwealth of Pennsylvania
against the computation of Pennsylvania Inheritance Tax on
the "Official Notice of Inheritance Tax Assessment" dated
March 2, 1981.
Our records disclose that the decedent's ,estate,
as reported for Inheritance Tax purposes, consisted of the
following:
Less Debts and Deductions
Clear Value
~ess Specific BequesC (Item 1
of Will @ 15%)
Res id ue
$42,000.00
5,203.30
5,864.92
$53,068.22
5.864.92
$47,203.30
9,092.62
38,110.68
Itual Property
Personal Property
Jointly-held Property
Total Gross Assets
Less Jointly-held Property (15%)
1,109.00
$37,001.68
Item II of: deccdent' s will specifies the residuc I.u
divided in six equal shares and distributed among six differcnC
legatees. The legatees include only one lineal heir (6%),
Anne McAlicher, step-daughter, making her share $6,166.94
($37,001.68 divided by six equals $6,166.94). Also included in
the six legatees is Our Lady of Lourdes Catholic Church of
Enola. The share for this charity is also $6,166.94. The four
remaining legatees are collateral heirs at the 15% rate.
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April 21, 1981
Protestant contends that the computation errone-
ously reflects $7,329.27 at the 6% rate and $7,329.27 as a
charitable exemption. As a result, the' computation also
erroneously reflects $29,317.06 at the 15% rate.
Accordingly, it is the protestant's position
that the one-sixth share bequeathed to Anne McAlicher taxed
at the 6% rate should be reducted to $6,166.94. By the same
token, the amount of charitable exemption should be reduced
to $6,166.94. With these reductions, the amount taxable at
15% should be $5,864.92 jointly-held property, plus $1,109
specific bequest, plus $24,667.80 four-sixths of residue for
a total of $31,641.72.
Very truly yours,
~,tgi~
Angelo J. Zarbo, Supervisor
Document Review Unit
Inheritance Tax Section
Reports Reconciliation Division
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