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No, 21.80 . ,qr_{
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PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
,TOSEPH F. FERRARI
___'_____._____'..__'__, deceased,
Mary C. Lewis
To R;"I,Q, d c. A"d"" ,,61 " Register of Wills for the County of Cumberland,
in the Commonwealth at Pennsylvania,
IS
Petitioner(s) (XOO( the execuLr.ix ",__ named in the Last Will and
Testoment of JOjlEPH F. FERRARI _ _ ,_______" doted _Q~t;..Q9~j,977
Decedent was 0 citizen of the United States and a resident of
if~
Borough, Cumberland County, Commonwealth
New cumberland
of Pennsylvania.
Decedent died on
Friday
the
4 th
A. D, 19~, in the County of Cumberland
Pennsylvania at the age of 49 years,
klms xmClS: ~el!
Decedent has not been married and hos not had children born to him
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$5,000.00 and of real estate to the value of
$35,000.00
as near as con be ascertoined; said real
estate situated as follows
121 Park View Road, in the Borough of
New Cumberland, Cumberland County, Pennsylvania
Therefare, your petitioner(s) respectfully =~s for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated Hay 1, 1980
Nome and address
of Petitioner(s)
'~m'
El~z eth M. Johns
formerly Elizabeth . Ferrari
Rov 4q
Oillsburg, pennsylvania 17019
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~ ss
ELIZABETH M, JOHNSON
named in above application, being duly sworn occording to low
say(s) that the statements set forth in this petition are true to the
best of
her
knowledge and belief,
.$...d-..'ad(,d m ' ~
E~beth M. Joh~on
formerly Elizabeth M. Ferrari
Sworn tQ._ and subscribed before
me, Najl 1 , 1980___
';:J)(JY14 t.. k<y-,/j ____
nienafd c. t.r,~ 3M, Register
...-.------
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....--.---.--..--.---...-.---
VI...,
Attorney:Myers, Myers, Flower, & Johnson
Filed; ~lay 5. 1980
OIl-&,? - a'1J'"
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1East Ifill anb Wegtatttent
OF
JOSEPH F. FERRARI
I, JOSEPH F. FERRARI, of the Borough of New Cumberland, Cumber-
land County, Pennsylvania, declare this to be my Last Will and re-
voke any will previously made by me.
1. I direct that all my just debts and funeral expenses, in-
Cluding my gravemarker and all expenses of my last illness, shall be
paid from my residuary estate as soon as practicable after my
decease as a part of the expense of the administration of my estate.
2. I devise my interest in premises 121 Parkview Road, Borough
of New Cumberland, Cumberland County, Pennsylvania, to my daughter,
ELIZABETH M. LESCALLETTE, provi.ded she shall survive me by thirty
(30) days. Should my daughter, ELIZABETH M. LESCALLETTE, predecease
me or die on or before the thirtieth (30th) day following my death,
I devise my interest in premises 121 parkview Road, Borough of New
C~berland, Cumberland County, Pennsylvania, to my daughter, LISA
C. FERRARI.
3. I devise and bequeath the residue of my estate of whatever
nature and wherever situate in equal shares to my daughters,
ELIZABETH M. LESCALLETTE and LISA C. FERRARI, provided each shall
survive me by thirty (30) days.
4. Should either of my daughters, ELIZABETH M. LESCALLETTE or
LISA C. FERRARI, predecease me or die on or before the thirtieth
(30th) day following my death, I devise and bequeath her share of
the residue of my estate to her issue, per stirpes, living on the
thirty-first (31st) day following my deathi should either of my
daughers, ELIZABETH M. LESCALLETTE or LISA C, FERRARI, leave no such I
issue on the thirty-first (31st) day fOllowing my death, I devise
and bequeath the share of such daughter in my residuary estate to
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. .
my other daughter or to her issue, per stirpes, living on the
thirty-first (31st) day following my death.
5. I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of
Lemoyne, Pennsylvania, guardian of any property which passes either
under this will or otherwise to a minor with respect to which I am
authorized to appoint a guardian and have not otherwise specifically
done so, provided that this appointment of a guardian shall not
supersede the right of any fiduciary in its discretion to distribute
a share where possible to the minor or to another for the minor's
benefit. Such guardian shall have the power to use principal as
well as income from time to time for the minor's support and
education (including trade school and college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make pay-
ment for these purposes without further responsibility to the
minor or to the minor's parent or to any person taking care of
the minor.
6. I direct that all taxes that may be assessed in con-
sequence of my death, of whatever nature and by whatever jurisdic-
tion imposed, shall be paid from my residuary estate as a part of
the expense of the administration of my estate.
7. I appoint my wife, ELIZABETH M. FERRARI, Executrix of this,
my Last Will. This appointment of my wife as Executrix shall be
binding whether or not I am married to my wife, ELIZABETH M. FERRARI
at the time of my death. Should my wife, ELIZABETH M. FERRARI,
fail to qualify or cease to act as Executrix, I appoint my
daughters, ELIZABETH M. LESCALLETTE and LISA C. FERRARI, Co-Execu-
trices of this, my Last Will.
8. I direct that my Executrix or Guardian, or their successors
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
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ss:
,__,.._" ___ ._..?LI ZABJ;:TH__I4-,-il,Q.~~-SQ~ ,,(f.o~I"lYmEli,z~th_M--,.!,:~.I:;:'C\1"j..L- __._m_ ",u_ __._n
boing duly sworn. _,...._ according 10 law, doposos and says IhalS ho ,n_:i.,13.J;~5!.CJ,Ij:"riJc,-" -_..,,-
___,_____'_'-'- ",,_.._ m__' _.._n' of Iho eslalo of ..J,OSEEIl._E._EERRARI,-
lalo of ROHOllGH OF NF.W CUMBE1H,ANn , Cumborland Counly, Pa" docoasod and Ihat tho
within is an invontory mado by ,n,' . ,he,r: ,,_,____ .---, tho said __I;:..xg,c.ill:.!'ilL-
of tho onliro oslato of said docodonl, consisling of a\l tho porsonal proporty and roal os"Io, oxcopt roal ostato outsido
th. Commonwoalth of Ponnsylvania, and that tho figuros opposita oach itom of Iho Invnntory roprosont it', fair valuo
as of tho dato of docodont's death.
n~.I" J _ 0 ,-,I...
11
19 'CC
.~Ad~m'
E&.fZABETH M. JOHNSON, Executrix
P. O. Box 49
-----
Sworn to
and subscribod bofore me,
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....-....c.~A.. -..-r-- 0.........-...
NOTARY PUBl.IC ~
My Commission &':plr.' Doc. 21, 1981
l.o ,moyne, Po.. CuJDhorland CouDt~
Dillsburg, pennsylvania 17019
Addrl"
Oatn of Death
4th
Day
April
Month
1980
Vur
INSTRUCTIONS
I. An inventory must be filed wilhin three months after appointment of porsonal repre,entative.
2. A supplement inventory must be filed within thirty days of discovery of additional a"ets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
JOSEPH F. FERRARI
1. Real Estate - One-half interest as
Tenant in Common in #121 Park view
Road, BOrough of New Cumberland,
Cumberland county, pennsylvania,
by Deed dated October 27, 1977,
recorded October 21, 1977 in Deed
Book M, Volume 27, Page 585.
Sale Price - $85,000.00
2. Household Goods - Appraised Value
3. Department of Treasury - Income
Tax Refund for 1979 -
4. Decedent's final commission checks -
5. Ohio State Life Insurance Company -
final disability payments -
6. Keystone Insurance Company - Refund of premium
7. Refund - American Express
8. capital Blue Cross payment -
.
deceased,
(One-half) -
TOTAL
42,500 00
2,275 00
47' 29
1,18 35
I
18 09
14 00
1 42
7:l 40
\
46,848 55
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PRINCIPAL DISBURSEMENTS -Cont'd
5/19/80
5/19/80
5/19/80
5/19/80
5/28/80
5/28/80
6/6/80
6/16/80
6/30/80
6/30/80
6/30/80
6/30/80
6/30/80
7/7/80
7/7/80
11/4/80
12/15/80
12/15/80
12/17/80
New Cumberland Borough - Sewer & Trash
Decedent's Account
Pennsylvania power & Light Co,
Decedent's Account
American Express Co. - balance decedent's
account -
John Wanamaker - balance Decedent's Account
Mobil Oil Credit Corporation - Balance
Decedent's Account
Diocese of Harrisburg - Cemetery Lot
The Patriot-News Co. - Advertising Letters
Cumberland Law Journal - Advertising Letters
Register of Wills - payment on account of
Inheritance Tax
John J. chowka Funeral Home - funeral
expenses -
Lester G. Connor - Real Estate Appraisal
Chuck E. Bricker - Household Goods Appraisal
Moffitt, Pease & Lim Assocs. - Decedent's
Account
Bell of Pennsylvania - March statement
Gaydon's Catering Service - funeral meal
Catholic Cemeteries - Bronze Memorial
Register of Wills - additional Inheritance
Tax payment
Register of wills - File Inventory, Debts
& Deductions & RCC Forms
Notary Fees - all documents
Elizabeth Johnson - Partial Commission
Elizabeth Johnson - balance of commission
Myers, Myers, Flower & Johnson - Attorney
Fee
American Realty Group & Stuard
Derrick Real Estate - Real Estate
Commission
Real Estate Transfer Tax -
Settlement - Trash, Sewer & Notary
Telephone Call - Kansas
Register of Wills - balance of Inheritance
Tax
Reserved for close-out costs and decedent's
1980 income taxes -
TOTAL PRINCIPAL DISBURSEMENTS
'J I
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36,65
29.93
401.16
198.47
307,82
590.00
25.98
18,00
3,000.00
768.90
100.00
25.00
25.00
21. 62
178.90
480.00
700.00
9.00
4.50
1,150.00
1,150.00
1,500.00
2,975.00
425.00
33.89
2.45
64.87
1,650.00
$16,254.36
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
COUNTY FILE NO: eX ( , y () . JCj y'
TO:Y1l ~^,":ru, ~.D,~.l D ~'J,H"_ \k. ~/^~P, "" ",,~ry GlL, -z,
V ~ --~--e;L / }J, 1
\ I on_. J ') [) 1/-;,
;;.. IL F'" ^c \...L- :::2
I"V' 1'-' '(f '
I',
DATE \\GJ\, ,30 I [, y /
r ' I '
\,v ! ') /) ,
ESTATE ': "('V~Iy' ~ I \1/llIn'l' .
U l''''' -
"\
FILE NO, .) I ,..r.. tJ . J Ij' f
COUNTY (,-, ^.P ~J{I"O (' ,i
DA TE OF DEATH ~ 'f'- Ij~, / Cj .1r~()
Appraised Value of Estate:
Real Estate
$ L/.d ,:; (If) I,n
, - ~
Personal Property
+ L/. ,::; II- X'. .r;- S'
I -
/'
+ ~~ (ilr.;I)' .~..1,
oJ:';' v
$ '79 )>(I:.J '77
,
/ l). I/d.,? r. If
/
$ U,. 3 'iV, /3
/
Jointly Held Property/Transfers
Total Gross Estate
TOlsl Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
----,~..
Clear Value of Estate Subject to Tax
$(..5 ::,'71/.. 13
Amount Taxable @ 6% Rate
$ ~r, 3 '71/_ 13
/
tax due
$ 7?9.:J..;J l,L5'
Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
Ar<J ,&'-"V' 1.1{ E~I '1:..) d - '! YI
* * * * '* * A five percent discount totaling $
will be granted if the Inheritance Tax is paid by
$
.2.,ct).~gA-iL
3,,(~
39C1o..??
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
..!L: "3 - y-o $ ;- (I (, (l (, I) + $ /:5'7 519 - $ = $3/5''7 Y';J
/ ~~ ~/1' _PO '7()O J)iJ + = '7 /1;' liU
, -~
c G,~' + -4;,) If. ("f'"
1 - ), ().-rl =
,6 <if
' - I
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$ ~:":l
,
'I' ,:'(
/ / ,. / I.. ._____
i
As.....dby: ' ,.., I '. ' " " /
See Intormalion on Reverse Side Ag.n'forth~CommoryWt.lth, - ~ /
'/"; r- j
/ {/,;'_. ',.~_..'.__ ,':. - :..1
.il- .
INFORMATION
To Insure proper credit 10 your account, the nllme of the estate nnd file number should be clearly print.
ed on tho check or money order.
This assessment is made in accordancQ with Section 708 of tho Inheritance and Estate Tax Act of
1961 (72 P,S, 92485- 7081,
To the extent that inheritance tax is paid within three (3) months after the death of the decedent, a
discount of fivo (5) percent is ell owed (72 P,S, 9 2485,7161,
Inheritance Tax, other than tax on a future interest. is due at the date of the decedent's death and becomes
delinquent et the explretion of nine (91 months efter the decedent's death (72 P,S, 9 2485-711), Inheritance
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P,S, 9 2485-712). Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the fOllowing interest table:
------------ --------- ------ ---- -- - ---------- --- - - --- - --- -_.- ----- -- -- -- - -- --
1 month ,005 4 months ,020 7 months ,035 10 months ,050
2 months ,010 5 months .025 8 months ,040 11 months ,055
3 months ,015 6 months ,030 9 months ,045 12 months ,060
1 days ,00017 11 days ,00186 21 days ,00352
2 days ,00034 12 days .00203 22 days ,00369
3 dey. ,00051 13 days ,00220 23 days ,00386
4 deys ,00068 14 days ,00237 24 days ,00403
5 days ,00085 15 days ,00250 25 days ,00420
6 days ,00101 16 days ,00267 26 days ,00437
7 days ,00118 17 days ,00284 27 days ,00454
8 deys ,00135 18 days .00301 28 days ,00471
9 days ,00152 19 days ,00318 29 days ,00488
10 days ,00169 20 days .00335 30 days ,00500
-- - -------- --- ------- --- ---- ----- ---- ---- -- - -------- - ------...---- ------
Any party in interest, including the Commonwealth and the personal representati\le, not satisfied with
the assessment may object thereto within sixty (601 days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act 011961 (72 P,S, S 2485,1001),
Make check or money order payable to:
"Register of Wills, Agent'"
Mall to the address listed below:
REV.4~' 18"781
OFF ICE OF THE
REGISTER OF WILLS
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RJf~,~,QF~~"ISTATEMENT OF DEBTS
AND DEDUCTIONS
OF CUMBERLAND COUN'I1t\
au nEr, 29 nll
ANO AGENT OF THE COMMONWEALTH
~t, - 1\; ';1.:.:;':; :;1': '
CLlI'iBEflli,';;" .'.
ESTA TE OF JOSEPH F. FERRARI
DATE OF FILING APPRAISEMENT \\
I
DATE NO. OF
VOUC HER
5/6/80 1
5/13/80 2
5/13/80 3
5/19/80 4
5/19/80 5
5/19/80 6
5/19 7
5/19 8
5/28 9
5/28 10
6/30 11
6/30 12
6/30 13
6/30 14
7/7/80 15
7/7 16
6/12 17
6/16 18
11/4 19
20
21
22
2_
I
1
LA TE OF
BOROUGH OF' NEW CUMBERLAND
DATE OF DEATH April 4, 1980
NAME OF PAYEE
REMARKS
Reg~ster of wills
Edith Seipe,
Tax Collector
Edi th Seipe
Tax Collector
Riverton Water Co.
Probate, Letters &
h r Cer i' es
Decedent's 1980
Personal Tax billed 3 15 80
1980 County & BOrough
Real Estate Tax - 3 15 80
Decedent's Account
Billing for 1/11 - 4/11
Decedent s Account
Sewer & Trash
New Cumberland Borough
pennsylvania power & Ligh Decedent's Account
American Express Company Bal. Decedent's Account
John Wanamaker Bal. Decedent I s Account
Mobil oil Credit Corp.
Bal. Decedent's Account
Cemetery Lot, Interment
and Vault
Diocese of Harrisburg
John J. Chowka Funeral Ho e
Funeral expenses
Lester G. Connor Real Estate Appraisal
Chuck Bricker Auctioneer Household Goods Appraisal
Moffitt, Pease & Lim ASso s. Decedent's Account
Dece en s Accoun
Bell of Pennsylvania 3/25 - 4/24
GQydon's catering Service Funeral Meal
patriot-Eveninq News Advertising Letters
Cumberland Law Journal Advertising Letters
Catholic Ce~eteries Bronz Memorial
Elizabeth Lescallette
Re ister of Wills
Famil
Filing
D b s
E e
RCC ( Inyentory &
Decu t~ons
Notary Fees
All documents
Elizabeth Johnson
Executrix Conmlission
AMOUNT
5
9 80
299 23
22 19.
36 65
55 97
401 16
198 47
307 82
590 00
1,573 90
100 OQ
25 00
68 00
21 62
178 90
25 98
18 00
480 00
2,000 00
9 00
4 50
2 300
DATE OF FILING APPRAISEMENT aU)'}. J/' Nrl DATE OF DEATH April 4 , 1980
NO, OF v
DATE VOUCHER NAME OF PA YEE REMARKS AMOUNT
American Realty Group & Real Estate
24 stuard Derrick Real Estate Commission - (one-halrl 2,~75 00
---."
25 Real Estate Transfer Tax (One-half - $850.00) 425 00
26 Myers, Myers, Flower & Jo nson Attorney Fee 1,500 00
27 Reserve for close-out
costs and decedent's 1980 Federal & State Income Tax 750 00
28 Myers, Myers, Flower Tele~hone Call -
& Jo nson ansas 2 45
TOTAL Page 1 & 2 14,429 64
"
~
REV-4!l518-78)
Page 2
OFF ICE OF THE
REGISTER OF WILLS
STATEMENT OF DEBTS
AND DEDUCTIONS
OF CUMBERLAND COUNTY
AND AGENT OF THE COMMONWEALTH
ESTA TE OF JOSEPH F. FERRARI
Borough of New cumberland
LATE OF
COMMONWEALTH OP PENNSYLVANIA I
SS,
COUNTY OF CllMBERLAND
I, ELHARF.TII ~1. ,TOHNSON 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 OF JOSEPH F. FERRARI
OECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES,
~
SWO,RJ:!, AND SUBSCRIBED BEFORE ME THIS /') ~ I DAY OF
~'.?~ ...-D.....L........ 19~
\_ \A'r' " 0_ ":;,~~d
NOTARY pucfte" \'.:;,-
My (;ommlodOll E.plr.1 Doc. 21, 1981
J..olmOyDe, Pa. Cllmberlaad CouDt}'
'~m'
IZABETH M
(L,S,)
JOHNSON, Executrix
REV0449 (~'78)
COMMONWEALTH OF PENNSYLV ANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
*
..:::::2 /- ,(Z' , ,),? y/'
RESIDEHT DECEOEH1 G
COUNTY OF_CJlMBERLJ'.J:ill-
IMPDRTAHT,
_ _~~_ _. _.. __.__..~-:..,..-=-. .. ___. __ _ _. _~.,__~~.._....'__..,__ ._ .__.u__~
'fhi", return mUMt be completed in detuiluml fil('d in duplicatl', wilh all littached, with tilt: H.c~istcr of Willr. of lhe
CounlY where deeedenl r"idc<l; Relurn is .In' wilhlo n,ne 111,,,"hs "ftcr .1m, of ,Ieillh, unkss an extension is gmnled
by tht: Scclclury uf lh~\I(,l1UC' (SL'ctioll'1Il3 elf lllc 11111l~ri'1l1H.;c "lid I:~;!all~ TiL\ "cl olll/hl,)
-..
Late af
CUMBERLAND
} AFFlDA\'1'I III
I Xl' ('1 "lxmIX
>>>>K~'K~M~
.
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.,_ "T1
.:-:n
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,.-q
ExccuKlr ix
IN TilE MATTER OF TilE ESTo\TE OF
'-;)
.j
JOSEPH F, FERRARI
\STATE FULL NAME OF DECED~NTl
. ---------
County
County of
-'} ."
Decedent dil~d
April
(M':>NTHl
Namc and add,,.,, of attorney or }
other oUlhorh:lld rllprClur.tl,tlve 10 whom
all corrupondence should be moiled.
4
. 19~ J ".'ot, I~.in,' I"" will, '''I'' ,f wh;,h i, h",to o""h,d, }
\YE^~MrKK~
(DAY)
Jerl;''y R. DU,ffie .----,-----,----,.----'-
MyerS, Myegs Flower & Johnson
p () Rex ..,J...emo.y.ne..-_E'a,J1Jl.4..3.
That as sueh_Exe.Cutrix deponenl is rami liar wilh Ihe "rrairs "I' Si"d eslate and lite property cooslituting
(Er.ECUTOR-J.OM\NI5T I"A TOR)
the assets thereof ilnd lheir fair market vulul:.
ThuI at the lime uf death Ihere wus no safe dcpusil box regislcred in decellen!'s indi\',dual name, ur jointly with, or
as agenl or deputy of another, or in decedent's individual name, wilh righl of access hy anolher as agent or deputy, with the
exception of the following: -
i
,
,
,
,
;
I
I
!
NAME AND ADDRESS OF BANK Ol~ OTHER INSTITUTION - ~- T-~IS ~A-F~ OEP~51-; ;~x -~E-~T~O
IN WHICH DE-.CEDENT R~NTED A SAFE DEPOSIT BOX IN NAME ()R NAMESOF
....-.s - ~ -~""'--= -.- -
NONE
REl.ATIONSHIP of JOINT
HOl.DERS TO DECEDENT
""-'>--
I
~' -- _,=~~==--=-=F
- ~-' -..
~
That the contents of said safe deposit box or boxes arc itemized under Schedules
with the exception of the following, for the rC3f;\)nS hcrcinartcr set forth:
of this return,
ThaI Schedule A a!lached heretn and made pall heroof sets forth l'nlly and in detail a\llhe real propertl'
in the Commonwealth of Pennsylvania of which decedent died having an inle"" the",in. II also setS fortI>. Ihe
mortgage encumbrances upon each parcel of real pruperty 01 the dale "I tleath, givin!; the .unoont sti\l due at
dealh, name of mortgagee, date. rate of interest, and hoo\< and page of record Ihere"r. It also sets forth in Ihe
columns provided therefore the ussessed valualiun of each nf said pareels, Ihe eslimated market valne thereof
as of date of death of decedent.
That SeI,.do/e B atlached herelo and made part hereof sels l'",lh fully and in delail all personal property
wheresovcr siluatell owned by thc decetlent al the lIme of dcalh; 011 moneys lert by 'he decedent al the lime of
dealh, whether in deeedenl's immedia,", possession, slandin, ,,, de,,,,,il'n"s mdil in banks "I' deposit, savings
hanks, trust companies, or olher instiluti"ns, whether individually, or in tlllSl lor ,'n\' "ther p"rson or persons
giving IIlsu separately Ihe accrued inleresl Ihereon. if any, down '0 'he la" ;n/crcs' day prior to dec,'dent's
death iu Ihe ea,e of savings banks, and to II,e .laiC or decedenl'S dealh '" al\ "/11I'r c",es; 01\ honds, postal
savings, Ireasury cerlifieates or notes and "lit'" ,:\';deoer' ..I iUGeh:"III<:"" of 'he Uniled Slales t" Ihe de-
e(.dent; all obligalions, whcther hy slalule ,lI a~I"''I,nt Ih.:v "'<: ';'''''f:/"",,1 as la' flee. of the I Inited Stales.
'" any state, or political subdi,ision Ihereof, or or any foreign connlf)'. which arc owned al Ihe time of death;
a\l wearing apparcl, jewelry, silverware, pictures, bool.., works or an, hna,ehohl furnilore, horses, carriages.
automobiles, boats. and any and all olher pelSnnal ehal/els of whats""er kind or lIature, left b)' decedent,
IOgcthcl with Ihe fairly estimated market value 11t"",of; all h"nds an,1 "'ol/gages held by deeedenl and nl' a\l
claims due and owing decedent al the time nf ,kodh, and a\l Illomi"nry noles or "Iher inslroments in writing
for the payment of money of which decedent died posse'iSed, of whatsoe"er nalure. with interest th"rcon, if
any, giving Ihe face valae and estimaled fair market value thereof, and if such estimated fair market value be
Icss than the facc value, il scts forth briefly the reasons for such dqllecialion as to each il<<"'; a\l moncys
payable to the eslate from life insmance policies l'arried hy deCl,denl; ,II annuity and endowment eonlracts
the proceeds of which were payahle upon tlte death nf tl", deee,knl; all atHIIhe corporate stocks !lnd dividends
due thereon and unpaid as of Ihe date of death, honds alld a,'cru"d inlm" thereon to the datc of decedenl's
death and other investment securities owned hy Ihe ,Io:c,deot at the time nf dealh. wilh Ihe ",arket value there-
of at SlIch time.
In th(' CIUH~ Ill' se('lIrltJI'S 01' ('Iosp (I!' 1'1.111".1 \ . ':T' :",1\"'1';, ",' '.I'Ill' ""!lorll'd 111'1' It'" I',";r I,t;
1'0..llo\" OllloS,olll.lot.",1 b)' 1'llIoodul 01"",,,,,'"/0''' ,'" '''''''''''. ,,,,,.J,,,. ,,,,, ""'.'''0 UII" lIul""IIo's
tllt~rlHlf' llti 01' till? dnu' of' IIl'nlh. TIlt.' ...I'lII,,11111' III',;" . ..1 1',,1'lh I:.,' IIlU'l'l'~;1 Ill' n..,:"'\I'I,1 Ill. Ih,' tlm.' nf'
tlenth t II nllY cO-l'lIrtm'rsh J Jl Ilr hus In!'!.;!;, HIIII III ">Il\lP"II'1 ill l t:.. VII \ '01' I, r ,,,,!:II \11\,I'I'P:, t. (111'1'1' I'; 111111"1("" to
snlel sclll'dllll', f'tlllllwlfll stntf'I1l"lds ,;!\nl'l'lrW.lh""':;<i"" ,(p,1 11~lhl1llll"; ot' <;Jlld r'I_In,rtnl'l'sldp 01' hll'~\z'll"llh
^ l'OI'Y "I' the "0-1'01' III"rs h II' UI(r""""'o', ('1'''''0 J. 0' ",,, ....", ",' /I I",. /'"d" '"', "0 ',II"" "I' ''',' "",1'",,,,,',,1.)
~,o~,"hl'r wlt.h 0 s'ot."""'II' s,",/\O" I'"rlh 1111' <'1"""",.",. '.' '"'',1'',''''' JI:' 'o"n""", "'"\ S>II," 0/1.." rll,'IS
rert."I"III~ t.o I."" hIlSI,","s liS "'''Y ,," 1"""1,,,,"1 ,,, " .,,1 ,...., ..,.,,,.,,,,-,, "I' ,,'''' o\"""o\,'''''s \",,,,,,,"t.
tlwreln mllst.ll(,sHhmlt.l.l'd. 11. sllllultl/ll';o ,,\,11 1'111'11, 11. 11"TIII;{l'd form, IOj',I"""!I' with 1.tll' I'nlr lIllll'kld \'Idllfl
t.hereof, fillY ot.her prn(ll!I'I) 'lww"t or tll1ljlWlIlll,'d 1,:: 11" ..' j' "'Ill dl ~il" : Il::'~ or dl'ntll.
Tile Sc/!t'dulfl C IIt,l1tt~lled 111'\'PII. 1111(1 1111l.!1' I'''''! 1"'1-1'0(' SI'IS f'OI'Ul 1\ Il'llt! Il11S.....I~r to I!IIl'h inljulry
cOlltlllllC,1 UlI,r"IIIIIII,llnth" e"",','\'II'''''S\','''s,,\'I'''''\'''''')'' ,"" ,," I"'"'''''''''' wlllolo I.w" ye"," 01' ,1"'''',l<oot.'..
denth, III eont.l101plnt.ton 01' dl!el'llelltt s lklltll, or !ntO':'.!", 10 I:'" "C!,l"'l 1\\ P"<;~~('''\SIOIl or I1n.loYl'l1lmt Ill. or
after dellth, .Illd sehodlltc scte \'"I'l,1< t."" """'1',, ,..,d " .',,,' ,,\' <W', <",,,,"''''Y. '0 ..,,,,,. t.rullsl'orrod, t.ho
-rc'lat.!'lIIshlP or tI'" I.cnnsl'erees to tI.., ,lcee,I"II'. ."" 1"'''<'''''' I,,""'" s"",." 1',,-,,,,,,.,, hy "lIcl< tr,,,,s!'''r,,'' .,ul
,,)1 other I'"ct.s 01' n pectlllcol. Ollt""C r":(,,,'d\,,,~ ,,,dd '1"'0"\'''1''' 10 1.1", ,."", ,,\' t.r"o'I'crs loteod,'d to
t.llkc 4~t'f'41Ct. tn pos~nssl()n 01' CII.10YlIIl'll1, nt, or Ilft"r d,' l~~. ;i\.,"" l~, It.I'':'I' Illttl\'hl'd t.u tile hl'h(~11ule II CollY
or the d"e,\, trust "~ceemollt. III' 11th"" In,/roo"o", "1''''''''''' U... ,,,,,I.. '1'1<..1''' I,s "I'" set 1'0rt.1< 10 sIlI,1
seh"d,,\" Il list or Illl prop""l.y, 1'",11 .."', ,,,,,'s,,,,,II. wi,!. it" ,,,1.11. "',:,'" 1""""" "I. d..,,,,,I,,n"" d.""" hy
vlrt.ue 01' I.'''' eX"relso by decod"ot, ellloo.. "..lIvl''''''!'1' ,,,. i..\"tly .\lb ,01O""'C, Ill' ,,,,y lu"er 01' Ilppolul.-
m,"'1. vesl.o,\lo decI','ellt., "Ither lIullv1Iho,!1 Y .". .1,,,,,/1,'. hy U.., "ll. .J,,,'d, ..I' ,,1.h'''' I""tc,,m""t. 01' ,,,,olh"r,
wit.h 1\ COllY of tile Inslr1UTlrmt crcllttnl!; slIl:h pnvwr Iltlll'-\1>-.11 Ul LI1(' !'idl('dlll.!o
Thnt SChl>:/ulC' D Ill.ltlchlHl hCl'ul,n und mud.' -PilI'" 11l'l't.qf S"t.~, !'o;.j II U,,~ ll'lm~~ Ilnil llltrlrl1Sses 01' IlJ J
porsalls beoel'l"llil\y Inl.eresto,1 III this "sl.,,'" 01. 1I... "m" "I' """..01"'''''' ,Io-..I.h, 1.1r" n"t.,n'" 01' t.1l"lr ,,"'-
I.ectlvo IIlt.eresl.S, I.hele re)litloIlSh1p, If' "ny, to II.., ,''''''''\''''', ''';(011.." wll.lr the "1("" "I. the Um" 01'
dec"dellt's deRI.h or ,,11 minors, liIIUlt""I.S "n.1 ,,,,,,,,I',,,,,,rl"s 1',,1' II /'" on,'er oIee",I,,"I." W11), It. ,,100
cOlltlllllS " sl.""emellt showlll~ which 01' tho hell"I'Jdnri'''' o",n"d ,,, ""' .\0'''''''''01.' swill, Lr Iloy, oiled prior
t.o docedeol., tllO oI"l.os 01' tirolI' 01",,1.10, 1.1",1.. los"e. ,,",1 "'" ",'I..U"os"'p 01' ",eh IsslIo t.o the bellenc'''cy.
Thol. Set'edul" E "U..cheol 111"'ot.o "lid mnol" " I"oc' ,,,.,,,.,,!, ,el' !'odll 011 property, re,,) Iln'\ pel'-
SOlllll, owned by t.he decedonl. .1ol"tly with ,mol.h"r or oth""s, l"dlllllno; 101."oglll]", s"""d\,,~ III t.h" 1I11m"
or the decedelll. lII,d others, I'lus tb" date ond pl"C" 01' 1',.,.,"'101' In,;]r",''''''\.o ol'l'eet.lo~ 1.1'" ,,,st.!ture 01'
real OSI.RtO lInd the du]e 01' neqolslUall 01' 1""1'''0",,\1)', pIlle tho n""e. ",td..,'''' "nol cel,ll.lollslrt\I, If' ""Y'
of co-own':!rs to the decedent..
ThIlt 5c/oeoule F 1lt.t.llched h",.e,"o ,md m"d<> " P"CI. """",,1' ""I.s 1'01'1.11 I'ulll' lInd III d,'l.nll 1I11 ,\elots
a"d dedllct.!alls e)elm"" 1'0" ,,001 011 ',,'hnll' 01' I.I;\S d""",lenl.'S ",''''''', Indnollng \'Imernl e<pens"" \'0\,1;
rlimlly eXemrt.!OIl, wI",re npl'llc"ble, costs or lolml"lol1'''',I'''' ,," t.lrls '''01.,,1.0: eOllllsel I'"es a"d \'I,dlclncy'.
commlssloos rllld or to be I'" 1<1; ..osl. o<po,,,led 1'''1' Irnr I:" '1'O",t.s, I.om"sto""s or grllv"m"rkers, lillo\ ,.,,11-
~Ious services, III eOllso,!"''''co of' t.1o" ,I""t.\. "I' tI.., "",,0""'''/: d""l.s ..n" 0;\ ,,\m" "wln~ "",I '11I1"li/1 nl. time or
de lith; I.nxes nccrlled "hnrgellb1" 1'01' p"rlod ]>rlor 1.0 .10""',,,"0<''' "'""u. 1."'''''1'1. ,hoso II\low<d u"d"r See \.I 011
66101' tbe ll1heclt""e" "ud EsI.UI." TII' "..I.): 1.0,:,,1110" w,/I, S''I",,,,,'ot. 01' co\l"'-""OII 1'1e,Ir.",t 1'01' ehllgll-
I.\OIlS, iI' uny. It Is II~r"",1 U'OI1. t.he I'I,\U"'"".' will 1"'"'''''' 1"'0"1' "I' ,..\,1 clOlI..,..1 ohllllOll.lollS upon co-
'Iucst" I.hlil. !I' I.h" '1011011111. IICI.III1J1)' 1'"1r! III soU ! ,.",,'111. 01' HHY 1'''''' COIII",\ssloll or dehl. Is less UIO'" the
ost.lmlll.od IImouul. e1 IIlmlll~ 1111,1 ullowod, tllIll. Uw slim" ..tl' ,,,' """,,'I.,.d 1.0 t.h" He~lel,e" 01' lillis, u"d I.hOlI.
t.he Ilmollnl, of t.ax ussesst~ct elLn he re,tSSl1sst'11 III 1l1~l'OI'\llIu(,1' t.twrI'W\\11o
Thill. the I.otllls or \J,e IIppro]>rl"t.o "oll1mllS \11 ~"',,,,\,,"'S ',I', 'II'. 'r". 'E', 11,,01 'F' os .1Ir"cted I.herolll,
have been carrier!. forwllrd ann prol'cl'l)' r(l~tstPrel! In th;' Sl\1runt\r~',
Subscribed and sworn to before me this
'l~\
....'''......-...................... .
. day of ~"-",,,...JL-I.-I,..'
19.:~O
~~~~~P."~?~..,......._"
BOX 4 9 "",' ", ..',..' "",....,.."",.."",..,...........-.......-'
(Street Numb....)
Dillsburg, Pa. 17~~~,._"
(City or TOWII and S14W)
D~~, ':.v.,.,~'''''''''_''
";O'-l"~~:",' PU:'Ll~.'C~' ~
.", ....<'):~.~.:b::icn ~..w;,;J~r.': Dec. 21, 1991
.l.olJLU;;')yDO, P.:l. C.HulxuloIld COUPI.
SOTE: !llof'or" s\gllln~ nrl'ldHvll. ",,,,,., SIIC" H11 ",.."" ,..",."". ,,, ",,' "rrtol,,\'!1. """ scl,,,,I,,les OI,,,,exe,1 nco
1'\111.,1 In .ll.h ,1,.1.,,\ls or t.Il,' ..",.1 'So,...'. ..001 \0 ,'","' ,,,.. ",,"h 1'"'\001,' rllre "'"\ ,m\IS,,,.1 s,.ellrll.l'""
s"ellrlU,;s 01' dose or I'OImlly 00"1'",,,/1 0' 0" "" t,,','r"';' '" ,",y ""-I',,,,..,,,,'shlp or hllslne,s, U,"1. I.h"
dlltll ''',,' sUII......nl.s r"'lulr...1 III1,kr I". 1'",,,,,"''i.1l ..10,,\'" 1','1"""" ,,, s.!".,lu!" .,.' "1'" 1I\.t"eller!, ,IIsII mOlk"
cerUdn l.hut column #1. ill t.he "Slwrlll>_I'Y" IlIlS hp;'1l Jlr(lpl'l'I~' ('011'1'1('11'0 lIS Ith(\\",'-dtrl'ct.(~d.
. REV-452 (8.78)
COMMONWEALTH OF PENNSYLVANIA
TIIANSFER INHERITANCE TAX
SCHEDULE "C"
TRAI\ISFERS
*
RESIDENT DECEDENT
(1) Old deced.nt, within two years 01 death, make any transfar of any materiall,nn of his estnte, without receiving a vniue~le and
edequnle conslde..tlon theralor? (Answer yes Or no) ..--Ho-
Old decedant, within two yaars 01 death, transfer prol,erty lrom him.elf \0 himself nnd another or others (Including. ,pouse)
In joint ownership? (answer yes or no) Yes
If the answer to (1) or 12) ebove is In the allirmatl,e state:
(n) Age of der~dent et time of transfer -1L7-
(b) State 01 decedent's health nt time 01 making the transler. (Nota 11.
(c) Causa of decadent's death. (Nole 1).
(4) Did decedent, In his lifetime, meke any transfer 01 property wilhout r.caiving a valueble or adeq.ate conslderetion therelor
which was to take effect in I)OSsession or enjoyment at or after his death? (Answer yes or no) No
(e) Was there eny possibility that the property transferred might return to transferer or his estate or be subject to hi.
power of disposition? (Answer yes or no)
(b) What was the transferee's age at time of decedent's ~e.th?
(5) Did decedent In his IIletlme make any transler without receiving a valuable and adequ.te considemtion therefor und.r which
transieror expressly or Impliedly re.erve. for his life or any period which doe. not In fact end before hi. death:
(al The possession or enjoyment of or the right to income from sl,e property transferred? (Answer ye. or nol No
(b) The right to designat. the persens who shall possess or enjoy the property tran.ferred or income therefrom?
IAnswer yes or nol No
(6) If the an.wer to (5) (b) above i. in the effirmatlve, state whether the right was reserved in decedent elone or others
n/a
Old decedent in hi. lifetime make a trensfer, the consideration for which was tran.feree's promise to pay Income to or for the
benefit of care of transleror? (Answer yes or no) NO
Did decedent,.t any time, transfer property, the beneficial enjoyment of which was .ubject 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 low?
(Answer ye. or no) ~lr'\
(9) If the answer to (8) above is in the efflrm.tlve, was tha power to alter, amend, or revoke the Interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer yes or nol No
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician os well as a copy of the death
certificate.
NOTE 2: II answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market
.alue ot date of deeth, dates of transfers and to whom translerred, with relationship of transferees to decadent, if any. Submit
copy of any trust deed or instrument, if transfers are claimed to be non-taxable, elso submit detailed statement of facts on which
said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
MARKET VALUE
(Estimated)
---
(2)
I
(3)
(7)
(8)
ITEM
DESCRIPTION
DEPT. VALUATION
(Dept. Only)
1.
First Federal Savings & Loan
Association of Harrisburg -
Certificate of Deposit No. 227-503846
in the name of the decedent and
his daughter, Elizabeth Lescallette
opened June 25, 1979 -
Date of death balance, plus interest
20,679.94
2.
commonwealth National Bank -
Checking-savings Account
NO. 25-0040522-6 - in the name of
the decedent and his daughter, Lisa
C. Ferrari - opened January 26, 1979 -
Date of death balance, plus into
12,275.28
Insert this total opposite "Transfers". Schedule "C" in the
"As Reported" column on the last page ollhis return.
32,955.22
.J.a, <1S'S:.u-
4gIt
REV-USlO-"I)
. (~mr.IONWE^,.TII OF I'ENNSYI.I',INIA
TR,\NSFER INIIERITANCF TAX
RF$I\lENT IlECEIJI,NT
SCIII,IlULI' "Il"
IlENEFl('lARllcS
-------...-...--.-- .....-.- .._" .-... -.. . -.--....-.-..- ----.--...--..-.-.--
. -'-l-.-'--. -, ------. --- _....- ----.--..-.".----.----------
IlENFFICIAIlIES ANIl ,IOOIlI;SSES I(ELA'II0NSIIIP
(StlllC ful111lllncs 1l1\t1lldllrcssc1'\ of ull who 01 litep-dlihlrcn nr Sl1R\'!\ HI 11,\11' INTI;.RI'Sl't)J-"
. hllVC 111\ inlcrcslt \'l'slcd. contingent or OIl1er- illcgitillliltt' chihlrl~lI IlECE01;,NT OF 111;.NFHnAR \'
wise, ill estute) IIrc involvcd. sel STATI;,I'I'S Il!lnll IN ESTATE
fnuh this fnet,) OR NO
. . -.-.--.-.-- ----.----
Lisa C. Ferrari (Ritchie) Daughter Ye~dult One-half residue
- -
255 North Belmont ..- 1-------_. .
~--- ....--------
Wichi ta. Kansas 67208
-------
.- ' pnrharr. -
Elizabeth M. Lescallette Daughter Yes Adul t n erest 1.11 121
- -,--1----- .------ .----
Box 49 Park view Road.
--
Dillsbura, Pa. 17019 One-half residue
,----- --.------
-- f---'
,-, -
,-I---
~.-- ----
-- --=f---
-
,
-, .
, ,
.-----
,
- ------- .-.- ,
1--
-
, -
- ,- ----
, ,
I ,--
, .- ..- ________..._" n'_ ..-~_.. -".--- --.-----...--..-....- ________\____,___L, ,--
Deponent further says that all the above.namcd beneficiaries are living at this time excei~t below:
---_._._--_.__.~------_._-----_._----_.__._-_._-------
-------
NAME
Dt. TE or DEI. Tii
I-=---==--
RE.IDEHCE
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RF.V..4SA (8-18)
County, Number and Name CUMBERLAND
File Number 21-80-298
Date of Death April 4, 1980
Estnte Name FERRARI
SUMMARY
(LAST NAME)
JOSEPH
(FIRST NA.MI:;)
F
.
!lNITIA.L)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumbcrl,md
Penn.ylvania, do respectfully report that I have appraised the real and personal proporty a. reported in the feregoing return at
the values set forth opposite each item in thelo.t column to the right in Schedules "A", "B", "C", and "E".
REPORT OF INHERIT ANCE TAX AP PRAI SER
Dated:
January 22, 1981
.9.th"/d )-tCr~;1t/1(j)
INHi:U~ITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect..
futty report that I have allowed deduc;tion!l in the amounts claimed by deponent, except as to those items where a greater or
less'er amount is set forth in the lost column to the right in Schedule tlF", which greater or lesser amount represents the sum
allowed 05 a deduction.
Doled:
REGISTER Of WILL!>
INVENTORY
Real Property (Schedule AI
Personal Property ~Schedule BI
Joint-Held PropertY (Schedulo E)
Transfers tSchedule C)
TOTAL GROSS ASSETS
Less Debts and Deductions
ISCHEOULE FI
CLEAR VALUE OF ESTATE
VALUE AS APPRAISED
$
AOJUSTMENTS
OOE (HARRISBURG USE ONL VI
00+
10t
20+
30t
REMAINDER APPRAISEMENT ICODE
92+
93-
40-
Valuation of life estatO$ or
annuitles.....................:== S
PRINCIPLE
fACTOR
~
~
ESTATE TAX ASSESSMENTS -$
1=
f==.
t=
TOTAL TAX
CODE
2% $
6% $
15% $
$
-- $
.
$
$ t=
$
$
COMPu'rATIO'-l OF TAX
FOR USE OF REGISTER ONL.Y
Tax an $
TalC on $
Tax an $
Tax on $
Tax on $
Exemptions
Total Estote
(O') As evidenced by Charltoble
Exemption Certlflcatas Issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5% of tox if paid within
3 months oher death
BALANCE OF INHERITANCE TAX DUE
Add into rest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSEO
Estate talC paid
BALANCE OUE
Add Interest at rate of 6% from
to
S
$
1=
S I-
S
S
$
$
S
TOT AL T AX BALANCE
PAID
Supplemental Code" (FOR USE IN HARRISBURG ONLY)
4B_Adiustm.nt
49+Adju.tment
56-Annuity
6O-Lile Estate
92+Remainder Apprai sol
93-Remainder Deduction
93C-Charity
94_Rcmoinder Ruidue
96_Success i ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where lubsequent adjustmon.. ore made to the above comp.tation 01 tax by the Register of Wills, lor proper reason
.ame should be noted below, with short explanation. '
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