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HomeMy WebLinkAbout80-00314 ;; .--- ~ ~ ~ .' .~ , . >< ~ !il :~ ~ ra ~ rn ~ s' ~ " Po< H " ffi~ ~ " E-I ~ g] - 0 , ~ ,.~ l! '1(\ all No. 21.80 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY " ' , \ ',.1.) In the Estate of ~ L l.. ~1l6~ , deceased, To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania, Petltloner(s) iI(are) the execut Ol\.r named In the Last Will and Testament oLHIll.t5'1. L. ~ l)~ B dated "r1A.(." ~'._I!ll"l Decedent was a citizen of the United States and a res~c.I-€~ Township (8orll'lgh), Cumberland County, Commonwealth of Pennsylvania, Decedent died on-!!fIU.fOA " the --L-day of WV\ l' A,D.19k, In the County of t'.lA MRGl.'-"WO ,State of _--1-A. at the age of a years, Decedent Iwa (has not) been married and __(has not) had children born to ~ (her) since the ex- ecution of the above described Will. ", Decedent was possessed of personal property to the value of (, ~ 000. 00 and of real estate to the value of - 0- as near as can be ascertained; said real estate situated as follows Therefore, your petitioner(s) respectfully apply(~ for the probate of the said Last Will and Testa- ment and for Letters Testamentary theron, Dated P'/o\\' 1_,J.!lJo X e.,~ I~~ Name and address ~ 'E l. l of Petitioner(s) PU~/l.(rI1&4"" PA. '1, 10 l rlQttl!JL tfowlu.. . ltloe \IJ'We",'QD "J.. flk..,. U ,qcr,. COMMONWEALTH OF PENNSYLVANIA l ~\ _M COUNTY OF CUMBERLAND I ~ U. -~ ~,.,,.~-tf~y '1~1'I s~(\~~LC- named in above application, being duiy J !JJall..I'" according to law say~ that the statements set forth in this petition are true to the best T ,U'U!"__ knowledge and belief, J..UI ~N.__. and subscribed before v ~11) me, c;:-,~t_L_--- 19.~ //J/ ? /Z 'J ..,.'/!lJd7..E_f;)g1~~:;{';;V _..,-,-_..,._.,.,'--_.,.,-_._-_._._----~~ ,/" ol>'iay 9, 1980 A'tJn:y 'fP,rt-fS" e. Pot/II 1,... ~ 1lli '" I\/ll'6T 1'" J tf~C1~'t'6k"'," rp, nlol l?t.~ Filed. .' expenses as soon as convenient after my decease. B. Inheritance and Estate Taxes I direct that all inheritance and estate taxes imposed by reason of my death be paid from the residue of my estate as if the same were my personal debts. c. Minority and Appointment of Guardians If any beneficiary hereunder is a minor, my Execu- tors shall distribute whatever share or estate sueh minor other- wise would be entitled to receive under the dispositive provisions hereof to the parents or surviving parent of such mLnor who shall hold the same as Guardians or Guardian for said minor. Said Guardians or Guardian shall use and apply such amount and amounts of the principal and income thereof as they, she or he shall con- sider necessary and proper for the support, maintenance, medical care and education (including education at institutions of higher or special learning) of such minor, accumulating any income not needed for these purposes. D. Powers of Executors and Guardians In addition to powers granted by law, my Executors and the Guardians or Guardian appointed hereunder shall have the following powers: 1. Sale, etc. To sell at public ur private sale, exchange or lease for any period of time, any real or personal property and to give options for sales or leases. 2. Investments. To retain any of my property and to invest and reinvest in any fOllm of property without being limited to legal investments and without regard to any principle -2- OATlI 0.. SUIlSCRIIIIN(, WITNESS OMMONWEALTH OF PENNSYLVANIA I ss: CO Y OF CUMBERLAND This day of before me, Register for Probate of Wills and granting letters of Administration in and for sai the Commonweallh of Penn A.D.,19 , ounty of Cumberland, in the subscribing witnesses to the foregoing ins late of according to law, depose and say, that sig , eal, publish, pronounce and declare the said instrument of writing as and for h was of sound and disposing knowledge, observation d memory and understanding, to the best of belief. and subscribed before r Register AFFIDAVIT m' DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND ~ LV""TYI~ f'l~ilI\tI.D --1ttlAA&' DA V the day of N\~'( being duly ". 80M died on A.D.,19A, .r.., Oh, says that as nearly as can be ascertainerl the said decedent ~l.4"'" at or about "poo o'clock, -A-.-M. I ~ atLlI and subscribed this It" day of .....At-' ,. t?~ )p~~ OATH m" PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland,personallycame C.VtJT'\\I"" ~,t.Afll.D ~,..o ~,""t!L'- who, being duly l. WolI~ ,do depose and say that as 13- X eC:\4~Il.- of the last Will and Testament ofJA"2..l'l.. L. 4 o~O deceased ~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 eritances. I weAl' and subscribed before me. ~II-"Lr. A,D" 19L!L- 7214..(../. (!, /~{L/'~.J Register I /I "~ (/ n...~..L.... :'ti 0: \ ~ co: a> :~ ""I :Cll iCl u.. 0) OJ \ 0 ~" ,.!o\ ~ <I' -1 c:n: 8 .... l!l: ll:l cni '1"'1 C'l ..J 0: ..- C':J I D.li :;:: :>1: 0 - s= .: OJ ~ u: 11l: I .ell ~ E-d "\ .... .ell .~ 01\ ~ N 'tl C() ~1 : ~ l': 0 N: I ~: ... <1': - Z 0 ~F: Mol ~. ~~ '" 2l ~ ~ 'i .5 'tl 0 fa ~ r;:l t1l r<< Z (il DECREE Be it remembered that on the 9th day of Haze 1 L. Bobb l\lay 80 ,A,O.,19_, there was probated and recorded the last Will and Testament of late of Lower Allen Township ,Cumberland County, Pennsylvania, Cynthia Herrold & Harry A. Howell Deceased, Lettcrs Testamentary were granted to Witness my hand and official seal the day and year aforesaid. r:-:1 . '-" . /)Ij, ,.//, {2'!-<4 ( ,II (? /. J jF<,.v",.-~, ~egister STATE OF NEW JERSEY afij~~N,"~ ~ COUNTY OF CAMDEN __HARRLA.--HOWELL _ and__CYNTHIA _HERROLD ---- -----------~--.----- ------ -.-.---- being duly __llworn_-.,_ __,_____ according 10 law, deposos and says thatt h.y...ar:e-Co-=.Exec.uto,r:s.-.,--- ______'____ ___________,______ _ ,_ of ihe Estale of __...-.!:!bZEL-L-'-jjOBJL------ \. J 55: lat. of __ ,_, _.Mechanicsburg ._.__._____, Cumb.rland County, Po" deceased and that the within is an inventory made by ______them--- -. ----, the saiLc.o.=.exe.cutora..... of the entire eshta of said decedent, consisling of all the personal property and real estate, except real estate ouhide Ihe Commonwealth of Pennsylvania, and thai the ligures opposile each ilem of the Inventory represent it's fair value as of Ihe date of decedent's death. and subscribed before me, (2((1} (ll-;7 ,'0-/'; lL_8:'v~ ~L-{f.i/.)t:-. / .' ~--' / <.___--t,'\ J~'j C'..0:;-t;;/ 'II"'"{"' It\tIC nf1rtr.1Li(;!~ , "N 1 r . . I , !,. ~ L\hIlHH.,;.t,n [I ~':r'~'i lw.! n, 1 j',.' Address Date 01 Death -- 1st Day May Month 1980 Yur INSTRUCTIONS I, An inventory must be filed within three monlhs after appointmenl of personal representative. 2, A supplement inventory must b. filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949, >- bO .,; w I-< w l;; ~ ~ I- l'Q ::l ~ w < l'Q ..c w Q. I- U 0 <Il 0 <II w ~ 0 w w l'Q <.l C '" >- :t ~ ,,..{ ~ w I- Q. U. .; Q. C I- ..J I'l ~ Z < 0 0 U. ..J H '" Q. ~ W 0 < w ..c: ,,:. > Z ~ H <.l + Z 0 c 1>-l Q) c 0 0 - <Il Z N ::<: 0 ~ ~ U Z w < ~ ... Q. -0 C - ~ 0: 0 w ..0 -0 '" w E + ..!! 0 .. 0 0 ..J U i.i: '" Inventory 01 the real and perianal ntote ~I HAZEL L, BOBB deceooed. Commonwealth of Pennsylvania State Retirement Balance , " Martin Marietta 15 shares 4 00 3,057 39 5,004 16 6,678 00 980 00 635 10 1,862 50 910 00 100 0 2,547 7 18 00 150 00 commonwealth National Bank - Checking #112 1620 79-1 Commonwealth National Bank Certificate of Deposit A T & T - 126 shares Duquesne Light Co. 70 shares Pennsylvania power & Light Co. 100 shares Philadelphia Electric 65 shares 1965 Ford Falcon Mutual Life Insurance Co. of New York Policy 422-19-10 Aetna Insurance - Reimbursed Auto Ins, Personalty COM.IONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS i J APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDE1H ~}.'L~ r ~;wi~' ~~j ----.-----.------.-- ---_..-,,-- -...-.---.--....-----.-----.--. DATE_.JU.~.!~.L 1980 :- APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made lor coosent 10 the transfer 01 the following securities of 0 Pennsylvonio Corporotion or 0 Notional Bonking Association located in Pennsylvania: 35-03245 (0) 35-PB201gE) Duquesne Light Company _ (c) Common ---- (NOTE: In describing securities enler in (0), ob Ole, either the number of shares of slack or the face amount 01 registered bonds, in (b), the name of the issuing company and in (c) the class 01 stock or the stated interesl role ond maturity date of rwslered bonds,) 1/23/')'; ISSUED ON 2/17/56 _, and having a TOT AL MARKET V HUE OF S 980,00 (Dato) as 01 the dole of death 01 the decedent, HAZEL L...JOBB (Homo of Decedent) , on 5-1-80 (Date of death) : .1 who was lole 01 Bethany To\,ers. Apt, 406 335 Wesley Dr. Mechanicsburg, Cumberland, .__. PA. (Streot one! Number) (Post OHice) (County) (Stato) The securilies are regislered as 10110ws:Mrs, Hazel L. Bobb (Nomo or nomes in whit" certificates orc registered) Harry A, HO\-lell 1861 WynnevlOod Road Phila.delphia PA 19151 ~N~~nthia B. ~errold 4410 Terrace Drive Harrisburg, PA. 17110 Co- EXECUTOR (Nome) (Add,ess) NAME OF APPLlCANT_ COUNTY FILE NUMBER .::?I-~O' 3 L+- ADDRESS OF APPLICANT 4\~,:(~.Jt~ ():-/~? ."n BUREAU FILE NUMBER SIGNATURE OF APPLICANT (, ./J~(.,:{: ,., i.t:';; ";J4C./ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION, - - COMI.iONVlEAL TH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES OAT I hereby consent to the Ironsler of the above securities now regislered in Iho name of I Decedent and waive the liling 01 a certiiicote certifying 10 the payment of the transler inherilonce tax to which the property 01 so'id Deceden: is made subject pursuont 10 the provisions of Ihe Acl 01 June 20, 1919, P.L. 521, os amended ond Ihe Act 01 June 15, 1961, P,L, 373, os omended. Tbis is olso in accordonce with the provisions ollhe Act 01 April 9, 1929, P.L. 343. This Consent to Tronsler the herein described property operates only in relerence to the estate 01 the obove.norr.ed Decedent. DATE~l1nc:_J._~..!~~O APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for coosenl to the transfer of the following securities of 0 Pennsylvania Corporation or 0 Notional Bonking Associolion located in Pennsylvania: 100 (o)j\C 31283 (b) Pennsylvania Power &_ Light_~omJ?an~. (c),~.c?ll!ffion (NOTE: In describing securities enter in (a), ob Ole, either Ihe number of shores of slack or the face amount of registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote and maturity dote of registered bonds.) (Data) os of the dote of death of Ihe decedent, , and having 0 TOTAL MARKET VALUE OF S HAZEL L. BOBB J 8h? ~O , 5/1/80 ISSUED ON 8/14/61 , on who I t f Bethany Towers Apt. 406, 335 \olesley Dr, Mechanicsburg, Cumberland, PA. was a c 0 n~omu of Docedent) (Dato of doath) (Street and Number) (Post Office) (County) (Stat.) The securities ore registered os follows: Nrs, Jlaz,gJ.-h Bobb (Nome or nomes in which certificates orc roglstorad) Harry A, Howell 1861 \olynnewood Road Philadelphia PA, 19151 XXXX~DIl;fl~ Cynthia B. Herrold 4410 Terrace Drive Harrisburg, PA, 17110 CO- EXECUTOR) (Home) (Add,...) NAME OF APPLICANT _ COUNTY FILE NUMBER-<-I ~-.3/ y-' ADDRESS OF APPLICANT r".I_ 4~V'-~,) 6V'->, J, -, BUREAU FILE NUMBER SIGNATURE OF APPLlCANT~~~~\:Y7';/':,~ /-j 74:-'J},..f'l NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLI-CATION:IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. OAT I herehy consent 10 Ihe transfer of the above securities now registered in the nome of t COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES ~--_._----- Decedent and waive the filing of 0 certificate certifying 10 the payment of the tronsfer inheritance lox to which the properly of said Deceden: is mad2 subject pursuant to the provisions of the Act 01 June 20, 1919, P.L. 521, os amended and the Acl of June 15, 1961, P.L. 373, os amended. This is also in accordance with the provisions of the Act of Apri! 9, 1929, P.L. 343. This Consent 10 Transfer Ihe herein described property operates only in reference to the estote of the above-nomed Decedent. ~~" ~ ... 1\ ~' '~"~'''~'' . '........I(.J,"I: IJl~ ,.Of';:l'';':\ t~f :;.:,....,." ..~J ~ :t"~~'''~1- COMMO~I'dr."L TH OF PEtlNSYLVANIA DEP;,fiTI.I:?NT OF REVEtWt: BUREAU OF COUNTY COLI. ECTlONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT DATE AEEl-ICfillQ.t] (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicnlion is hereby made for ccnsent to the transfer of t~e lollowing securities of a Pennsylvania Corl'oralion or 0 Nalionol Bonking Association located in Pe')Qs,ylvonio: CO 755417 (5) CO 699132 (50) U 00505z4 ~lU) (a) 65 {bL~~~ladelphia Elec~ric Company (cL__~ommon (NOTE: In dascribing securities enter in (a), ab C/e, ,either the number of shares of stack or the face amount of registered bonds, in (0), the name of the issuing company and in (c) the closs of stock or the stated interest rate and moturity dale of registered bonds,) 10/30/69 12/5/68 iSSUED ON10/1l1/7? , and having 0 TOT AL MARKET VALUE OF S 910,00 (00'.) os of the dote of deoth of the decedent" HAZEL L. BOBB , on 5-1-80 (Name of Decedent) (Date of dooth) l".: who was late oL.!?,ethany Towers Apt, 406 33,S Wesley (Streot and Number) (Post Office) Drive Mechanicsburg.Cumberland,PA; (County) (Sto.o) The securiHes ate registered as follows: Hazel L.. Bobb (Nome or nomos in which certificates orc registered) Harry A. Howell 1861 Wynnewood Road Philadelphia, PA. 19151 ~N~ Cynthia B, Herrold 4410 Terrace Dr. Harrisburg, PA, 17110 CO- EXECUTOR) (Nome) (Add....) NAME OF APPLICANT COUNTY FILE NUMBER ~)~ 'itJL~~ Lj.- ADDRESS OF APPLlCANT,----.-~-,-n_:_I~ T '--')/~-rf.o..f\.' \ \'-? I '<S\?l1oQ BUREAU FILE NU:~BER__SIGNA TURE OF APPLICANT :_~ ';', ,JliL ','::( :?>.I,.),-r.Y HOTH>:, IF YOU FI,IL TO PROP2i~LY FILL 1r1 MlY PORTION OF HilS APPLlCf.TION, IT Will HOT BE COHSIDEI:ED COMPLETE AND Will BE RETURNED TO YOU FOR COMPLETION. .-----.----..----.-.-----... ----- ,.--------- .., ...---'--.' ....-----.-------.--.--...----....---.-----.-.. -.----- DATE I hereby consenl to the transfer of the c~o'/e securilies now registered in the na;"e of t COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES ----- - Decedent and waive the filing of ~ certificate certifying to the payment of the transfer inheritance tox to which the prop",ty of soin Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P,L, 521, os o",endr,d and the Act of June 15, 1961, P.L, 373, as omended. This is also in occordonce with the provisions of the ,\: t of April ~, 1'129, P.L. 343. This Consent to Transfer the herein described property operotes only in reference to the estate of the obovc..nnnl~d Derccent. r,,- ti-n~I<.", c. ~..:,-..;tl ..~... ,'~f',;":'>:'i"\' '[I' """"..", ","f' -....: .... J ,,~ ;.l.~..~~;.:J......',~ Signed f~J the Secretary 01 Revenue BY_,'22~ .._~~-~~.- _.qtr'_J, (\1:"~:},,&:t1~f!:- T c) (COlUlty) v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* COUNTY FILE NO: / - -:'/'".- ~-);' {j' DATE ,'. /1'_1)/<( /'/,("'d / ESTATE ./'1" l 'I .. ':' . A....~ (-t., , TO: 1,',- I ".1A~_.,.,... (1% ' Lo' ;,;1. J I ,< .I' 1 '"./J( ..:';' :,. 1'; " , ' , ,./ I, ,'// ., ..// ~I ~~ .' .( " I // v' // .:/ FILE NO, //l .. / / :/, '" /-:'~' ,/--' ' /.: (f: . ' "' ,;,','i I ,/' COUNTY I, ;' 'II ..' )'!-IJJ' /,' r ",'I..' ,-- DATE OF DEATH .: ''/ / "I: ') II," , " ':>il~ A,'/.(<l.)~/ {.-l.4' Appraised Value of EstaBI Real Estate -rl '~. " ,. / ' ,. $ + " ,,', 'J ,: '; ..; ~.'r't:-, l/ Personal Property Jointly Held Property/Transfers + -~---- Total Gross Estate $ / I ::' ,';;; ,/ / Clear Value of Estate -'. ~-.. /, ".' /"" --,/(:- ,.; 1-. ::,;. J " "1/ ',-, $ / "1 .'. "./1, I Total Approved Oeductions _.-...~---..-.-. Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ 1'1 /,:j I ", '/ 1-, ."',J Amount Toxable @ 6% Rate $ //'/ /J-/ / ~, 5 tax due $ /i(j Lf1 Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ ':( J/J' Lj. '7 , '* * * * .. '* A five percent discount totaling S will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAlO OISCOUNT INTEREST TAX CREDIT l/')'-I- ~,"ll ) I. .~ - + '/ ,(. 'I /1'J 'II $ Ii" ') /':1 $ .. - $ = $ / -. ~/ X- I,.. /}, />'-0 + iv' /~, .1 /(~ (r- " = _/ .. ,I} , ,9- I- f, I) '11'(1 , (1'(; + , ~'{/I :.'1 - = '/ 1(/ >..j. .. Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $ /j ,'- /~. .::.; ,it ' . "j 1 " ,!' i-f..f,IJ.'~~' "::1 L.~ v "v is -' I ; , Assessed by: ,'/ .:,.1 ., i Sea Inlormalion on Reverse Side '--1' I ;,\../_(.,.~rr..;J'-) INFORMATION To insure proper credit to your account, tho nome of tho estate and file number should be clearly print. ed on the check or money order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961172 P,S, ~ 2485,708), To the extent that inheritance tax is paid within three {3J months after the death at the decedent, a discount of five 151 percent is allowed 172 P,S, ~ 2485.7161, Inheritance Tax. other than tax on a future interest. is due at the date of the decedent's death and becomes delinquent at the expiration of nine (9) months after the decedent's death (72 P.S. ~ 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 .Dl0 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 days ,00051 13 days ,00220 23 days ,00386 4 days ,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 days ,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 representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notice as provided by Section 1001 of the Inheritanca and Estate Tax Act of 1961 {72 P,S, ~ 2485.10011, Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: OFF ICE OF THE RECISTER OF WillS d /- ,'1'0 - .3// STATEMENT OF DEBTS AND DEDUCTIONS OEDUCTIONS AllOWEO IN THE SUM OF S 5.2./v-,cJ~' om APPROVED 92(: . f,~JjJ!, (/J'b 1Jf.t!.tc-, '7. ,,~~ REV-4IUI (S-781 OF COUNTY AND ACENT OF THE COMMONWEALTH ESTATE OF HAZEL BOBR lATE OF _Lower Allen TI,p. Cumberland DATE OF FILING APPRAISEMENT :J.~/'. /:3 /,/;jj DATE OF DEA TH May l. 1980 DATE NO, OF NAME OF PA YEE REMARKS AMOUNT VOUCHER - - Kimmel Funeral Home 2,645 00 Keystone Artificial Limb 40 00 Cowley Associates 135 00 Tristan Associates 20 00 Acme Movers Inc. 136 40 "'V~- '()r' ~ "'~~" ,. ()QQ Q1 Attorney's fees 1,088 93 Reaister of Wills Filing fee 8 00 -. Register of Wills 53 00 -- =t-swr ~ COMMONWEAL TH OP PENNSYLVANIA I COUNTY OF Dauphin 55: I, Cvnthia Herrold / Harry A, Howell __ HEREBY CERTIFY, TUAT TO "HE 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 Hazel Bobh ---- DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. 1/ , , , ' ; '! " , -r,'/.,". G./lJrrtlu"^,,, /.it/,] k-{;! (l.S.) '''~7~e'.:!'' "'~'''7J'~. ,Y;::;' """ , ,~y," 7:,; '::/: ""K{m"p/",u/' 11110 / ~.,)-?~4" /l,f. L.:~/,." ".j,-, 1\""" J(\ ,i)' \ '),L\, "'" - b '\ ,,". , ) (-- r;-~\,-' I q. 'p)' ",)r1 \'-J~ \, I \.')_I/~~,. '. C lell,,/ ....- \.,! 'i \. . I ;.. RCC.U (4-H) . o?l-fftJ-31! COMMONWEALTlI OF PENNSYLVANIA *' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF CUMBERLAND IMPDRTANT, This return must hc complctcd in dcwilllml rilcd in dupliclItc, with llllnllllchcd, with thc Rcgister of Wills of the Counly where decedent resided; Return is due wilhil1l\ine munths afler ulIte of dClIth, unlcss UIl cxtension is gratllcd hy thc Secrctary of RCllcllUC. (Scl:tiun70J of thc Inheritllllce null Estute Tnx Ael of 1%1.) lSTATE FUL.L NAME OF OECEDI:NTI } AFFIIlAVIT III' EX Et'IITOI\ All\IINISTRATIII\ IN TIlE MATTER OF TilE ESTATE OF HAZEL L. BOBB Lata of Cumberland Pennsylvania Caunty State of -J'" Co.!~xecuto"s County of AdministntlOr CYNTIiIAJiERROLDJ.ND-HARRLA..-HOHELL of the lutalo of tho obovo-namod decodont being duly sworn, dopose and soy {MONTH) Noma and address of attorney or } I)ther authorized ropresentatlvlI to .....hom 011 correspondence should bo moiled. (DAY) , 19~{~e5Iato loaving 0 lost will, copy af which is heroto otlachcd. } I YEARl ,"1051ato Decedent died May 1, James E, Reid, Jr, , Esq. p, O. Box 966 Harrisburg, PA. 17108 That as :->lH.:h Co-Executors deponcnt is familiar with the affairs or said estate and the property constituting l EXECU TO R~ ACMINIST R A TO Rl the assets thcrenf and their r.lir market value. That at the time of death there was flU safe depnsit box registered in decedcnt's individuallHlltlc, ur jointly with, or as agent or deputy of another, or in decedcnt's individual namc, with right of access by another as agent or deputy, with the exception of the following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S.4FE C,EPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NI\MES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Commonwealth National Bank Uptown Branch Box 16 Hazel L. Bobb That the contents of said safe deposit box or boxes are itemized under Schcdules B wi th the exception.of the following, for the reasons hercinafter set forth: of this return, Thut Schedule A attached hereto and made part hereof sets forth fully and in dctail all the real property in the Commonwealth of Pennsylvaniu or which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each purccl uf real properly at the datc of dellth, giving the amount still duc Ilt death, l1ume of mortgagce, date, rate of intcrcst, llnd book and page of rccurd thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market v.due thcreof as of date of death 01' decedent. That Schedule 8 attached hcreto Blld made pari hcreof sets fnrlh fully and in detail all personal property whercsover situated owned hy the decedcnt at the timc of dCllth; all moneys left by the dccedent at the time of death. whethcr in dccedent's immediatc posscssion, standing tn decedcnt's crellit in hanks of deposit, savings banks, trust companies. or other institutiolls, whethcr individually, or in trust for any other person or persons giving also separately thc accrued interest tlH:reon, if :.;.,y, down to the last interest duy prior tu deccdent's death in the case of savings banks, and 10 the d,tll. or tkccdcnt's death ill all other cases; all bonds, postal savinp.s, treasury certificates or noll.:s and nlher evidence of indehtedness lIf the Unitcd States to the de. cedent; all obligatiuns, whether hy stlltutt' or agreement thcy lire dl'sigllulcd as tllX free, of the United States, or any stall~, or political suhdivisiol1 thereof, or of ;lilY foreign counlry, which are owned at the time ur death; all wearing apparel, jcwclry, silwrware, pictures. lwoks, works of art, houschold furniture, horscs, carri:lges, automohiles, boalS, amI any and all othcr personal chattels of whatsoever. kind or nature, Icl't by deccdent, together with the fairly estimatcd market value Ihereuf; all hOllds and lll11rlgagC:-i held by dccedent and fit' all claims due and owing decedcnt al thc lime of death, and all I,wmissory nutcs or other instrumcnts in writing. for the payment Ill' money of which det:L'tknt died possesscd, of what:oioc\'er Iluture. with interest theretll1. if uny. giving the face value and estillll11cd fair market \'alue thereof, and if such estimated fair markcl valuc he less than the f:.tce value, il sets rorth hricfly lhe rcasuns for such depreciation as to each item; all moneys payable to the estate from life insurancc policies carried hy decedent; all annuity and endowment contracts the proceeds of which wcre Ililyable U(lOIl the dealh of the decedcnt; 1111 and the r..:orl1(lratc :-;wcks and dividend!' due thereon and unpaid as of the date of death. honds :II1J accrued interest thcrCHIl (n the dale uf deccdt:nt's death and other investment securities owned hy the decedent .H the time uf death, willi till: market "I,lue thcre~ of at such time. III till! CIIRe or socnrit.Ics of' close or fumlly corporlll.lolIS, tile "'/lllll's rl~porlecl Ilrf! itS l'llr ns posslblu SUbHLI\IIt.tntNl h~' f'lll11llcinl stlltclllunts of' UII! corpol'nf.lolls, show.1ng tile Ilssel,s unci IJuhllttles thercol' liS or the iI/lte of dcnth. Tlw schedule ul so Hets l'orth t.he 11I1.I!I'nst. of' flccHrlcnt Ill. l.lw tl.ll1f! of' dnlllh in unr (~o-purtnership or buslncHs, /llId III support. of' tllf! VIIIll!! Ill' such Interns!' t.hnrnls 1I1l1lcxed to snld schmlllle, f'lnllllclnl stntumcmt.s showln,l!; the IIssnt.s /Inri Ilnhllltl('s of' SHill CO-f1l1rUII!rshlp or htlstm!ss. A cnp~' of' tlJtl cn-ll11rtnershlp 1l,l!;I'Ol!n1l!Ilt., (If' ornl, n stllt.Plncnt. sl'ttlnp; fort.h I.IH! 11IItllrf! of' t.11f! Il,l!;rf'Cltlf!nt) lOj.tt'tht'r wilh Ii stntmnHIlI, snttinJ!; I'o!'t.h t.IIC charlwtnr of' t.II(' lJIISlllt'SS, Its lne!\I.IIJn, /Ill/I slIell oUl('r f'/lets l'l'rtnlnlllJ,!; to the husiness liS IIlU~' he pert.111~1lt, to u j'lltr /Inri ,1IISI. IIPllrulslll fll' I,lll.~ dl!CI!denl.'s illl.tJl'I!SI. lhcl'('!in must hcsuhmitterl. It should nlso set "01'1.11 In 1t.f!1II1:wcl {'ot'llI, t.llj:!tl,lwr wlt.h !.lIe I'uil' I1lHI'kl~t V/lI1"~ thereof', t\1I~' othel' propcrt~' oWllell or heqtlcnt.lwd hy U1f~ cI('el!lll'/I1. Ill, t.1l1' 1,11I10 01' 1i1!1It.11. The SChedule C nt.tRchect 114"!rf!to ntHI mudI' JllIl't IWl'cof Hf!ts forth II trlll~ nllSWI~r t.0 I!I1Ch hUltllry eontntllcd therein find In the cnse of' lrl\l1sf'f"lrS ot'JlruJler!.r~ roul or plJrsnnllll within two ~'r.'Clrli 01' df!Cedcnt' s dl~nth, In contemplation of decel'f'lIt's dent.lI, nr lut.mlfletJ l.o l.!lk,~ flf'f'N:f In poss('ssJotJ 01' enJuymcnt nt or after death, slli,11 sclwdu)e sets forl.h the nuturf! ullll \'fllllP (If' sllr.h prnpprl.y, tn whom tl'unsl'crrl!lI, the relntionship of' the transf'erees to the rlececlent, the prnporUonnt.e shllrn rec('lvl!ll hy eHcll trllnst'eree and nJ 1 other facts of' a pertinent nlttllre re~llrfltnp; sutlt t.runsf'nrs. In t.hl! t:aSH of' trllllst'p.rs InLcnc1erl to tllke ef'f'ect in possessJon or en,10rmcnt fit or Ilf'tl'r i1f!/lth, UlI're Is 1llso Ill.tllc!lell to tile scherluln U l:OHY of the deed, trust agreement or other instrument. creating; till! t.rust.. Tilern ,Is nl so snt. t'orth In snId schedule II list. of Ill) property, real llnd PCI'SOlHl1, wit.h its vlLiuc, which pllf,ses Ill. decethmt's dt!llt,h hy virtue of the exercise h~' decerlent, either It1llivlclulljl~', or.iointl~' .....il.h Illlother, or flllY power 01' nppolut- ment. vested Indecerlent., either tnclivtfiuully or .1()tnt.1~', IJythe wtll, flnpll, (lr other Inst.rument. 01' 11lIol.llcr, with Il copy at' the tnst.rument creatJng such llowf"!r Ilttnched to the SChf!llule. That Sc/ledule 0 attached hereto Ilnd mnrle pnrt Iwreot' sets forth lIm nllmeS nnrl iHlrlrl!sses of' 1111 persons heneficiall)' interested In this estllte Ilt. t.he time ot' liceNte'll!.' s ilelll,h, t.he t1llt,llI'e of t.heir res- pective interests, their relntionship, if lillY, to the rlecf!fhmt, I.np;C!thf!r with the ngf!s nt Uw time 01' decedentt s death of nIl minors, nnnui tnn ts und henerlc 1ur ies fori i f'f! lltltler r1ecerlnn 1.' sWill. r t ulso contains n stlltp.ment showing which of the llencficil1r1cs nnmcd III t.Ilf~ {Ieceflcnt'~ wUl, it' HIlY, (Heel prior to deceden~, the dates of their dent.h, their issue, ntHl the rclnt,lollslllp 0(' sucll h;slIC t.o t1w henof'lcillry. That Sc/ledule E attached hereto nnrl mlHle n pllrt hereof sets forth 1t11 Jlropert~'~ renl /lull per- sonnI, owned b~' the decedent ,10inUy with Ilnother or others, lncludin,t!; Il1tl\n~'hle, st.nIHlin~ in the nume of the decerleltt and others, plus the date nnd placf~ of' recorrl of instrlUllcnts (~(,f'ecting t.he ...-est.I ture of real est.ate and the dnte of Ilc'luisition of llersonnl t.y, plus the nnmo, address nnd rClllUonship, if nny, of co-owners to the decedent. That Sc/ledule F attached hereto and mude Il purt hereof' set.s f'ort.h f'ully nnd in det.un all rlehts find deductions claimed for nnn on behalf of this dncedentts estnte, tncllltlil1p; funernl expenses paid; fumil)' exemption, where appllcahle; costs of' nrlmlntstrnt:l.on of' this estlltcj counsel fees flnll f'lIdlct.llry's commissions paid or to be pnid: cost. expenclerl for burinl trusts, tomhst.ones or ~rllvemnrkers, und reI i- gious services, 1n consequence of the denth of the decedent: debts lHld clnlms owtng IUllt ltllpnlfl nt lime of death; taxes llccruerl chnrgenhll! for 11eriod prior to flecedent's death ((,XCI~llt those nllowed lIlHtf!r Section 05101' the Inheritance llnd Estate Tux Act.): toget.her w1t.h u stut.elitent. of collntnrlll pleflged f'or ohliga- tions, if uny. It 1s ngreed Ulltt, the fhiudary will presfmt proof' of' slltd cllllmf!ll ohl i~Ilt1()ns upon rf!- quest, thnt tf the amount llCtUIl)ly 11Idd in set.t.lement. of un)' fef!, commtssion or deht t5 loss thlln the estl.1nllted l1tnllunt dnlmtng nnd nllowerl, that the same wUI he reported tn t.hl' !legtst.or 01' Wills, und t1lltt the Illnount. ot' tllX Ilssessefl C/lIl he renssessed t n uect)l'llltllCe t.herewJ th. That. the totl1ls of the npproprlllt.e columns In Schedules "A", "Il", "C"~ "E", IIn" flF" flS t1trf!ct.ed thereill, lHlve he en cnrried ('orwnrtl /lnd prol1erly reglst.erctl In t.he Summnry. Subscribed and sworn to before me this ..,......,,,,,,..,,,,,,.., ? ",....{~!:~!if{:::~t~i,.....,.,..,.....,',..,' .Cyl1t:I1i.1lJ::lC;l:r.Ic:>lg.....44JQ,J;gI:r.:.?~,g....,pr , (SITee! Number) Ha rri s burg,.,PA, 1711 0, " (City or TOwn and State) ~Q~~,:~2tt"..."~ Harry A, Howell \ 1861 Wynnewood Rd. Phi1a. PA. 19151 ~'(JTE: Hef'nre sj~lltnp; nf'f'fdnvll. mllkf! surf' Itl) Illllllk SJlIIC~I'S III t111~ 1l.1'f'liluvtt 111111 Selll'dllll's lllllll~xect ure fi)II!11 ill wit.ll tlf>tltils or the worlt "NOII""' II tilt III ells/"! the Ilsspt,s Indwln I'urn liJIII lllllhHei! St~cllrlt.t(.s, see.IIl'1 t.!f!S fI(' close or flintily ctlrllflrllttolls or HIJ Inlflrl'st. III nl\~' (~tI-pul'tll('rshtp or husI1Jl'ss~ tllut. t.ht! ItUt.1I /Ifill stltt.f'ml!nt.s rC'llIlrt.(t lIfuif!r th(' pllrllJ1;ral'h nIJo\'f' rl~lllt1lt1; 1.0 Sdu'lill1,' "W' Ilrl' nttlldll~il. ,\lso muke ~1.~rl.llll1 l.1lltt eo]unm #1 In till! "SlInll\llr~'" I~ns 111~I~n proll('rly ('omplt't(>~1 liS Jlllll\'I~-lltrl.ct.t~il. ----'7<) '-,~ I 0Lr:j /Ji(;0Y~10;'-' ~S~,. ^f/ m:ron'( L CO H;[ 1101.111 rU\\L1C 01 NI.W lIRSI; , My (.(llllm1r....1on hp:le~ Jur>c Ib t j8.l '1' \' expenses as soon as convenient after my decease. B. Inheritance and Estate Taxes I direct that all inheritance and estate taxes imposed by reason of my death be paid from the residue of my estate as if the same were my personal debts. C. Minority and Appointment of Guardians If any beneficiary hereunder is a minor, my Execu- tors shall distribute whatever share or estate such minor other- wise would be entitled to receive under the dispositive provisions hereof to the parents or surviving parent of , such minor who shall hold the same as Guardians or Guardian for said minor. Said Guardians or Guardian shall use and apply such amount and amounts of the principal and income thereof as they, she or he shall con- sider necessary and proper for the support, maintenance, medical care and education (including education at institutions of higher or special learning) of such minor, accumulating any income not needed for these purposes. D. Powers of Executors and Guardians In addition to powers granted by law, my Executors and the Guardians or Guardian appointed hereunder shall have the following powers: 1. Sale , et(. To sell at public or private sale, exchange or lease for any period of time, any real or personal property and to give options for sales or leases. 2. Investm~. To retain any of my property and to invest and reinvest in any form of property without being limited to legal investments and without regard to any principle -2- RE V-4i53 (6-781 COMMONWEALTH OF PENNSYLVANIA TRANSFER INIIERITANCE TAX RESIDENT DECEDENT SCIIElJlIU' "Il" l\I'NEFll '(,wII'S *~ (' ". '" " ,.,;.:tijj~ - ---.----.- .---..--- IIENEFICIARII!S ANIl AOlllu:ssm; RELATIONSIIII' (State full names ll11d mldresscs of nil who (If stcp-dlUurcn or SURVIVED DATE INTEIOSr II:. have nn interest, vested, contingent or other- illegitimate children IlECEIlENT OF BENEFICiARY wise, in estntc) ure involved, set STATE Y1~~ IlIRTII tN ESTATI': forth this fuct.) OR NU - .----.-.-- Cynthia Herrold Daughter Yes of age 1/2 residue .--- Harry A. Howell Son-in-law Yes of age 1/2 residue u -- Robert J. Howell Grandson Yes of a\!e specific bequest - Byron D. Howell Grandson_ Yes of a\!e soecific begues~ Kathryn J, Herrold Grandaughter Yes of age specific bequest Robert A, Herrold III Grandson Yes of age specific begue~!=__ -.----.- - ---- - - - -..-- ,,- , -..-- ...---- - .--- -- --- , ----...- ---.-...---- -- --.....- .~--_.-..~- -.--- , - ....----.....---- ~...---_..- - "--"-- - .--.--- Deponent!urther says that all the above-named beneficiaries ore living et this time except below: NAME DATE OF DEATH .--....--.-- ----_.._~ .-.- RESIDENCE .------.--- -.--- ~ o III """; ';< ~ ):l- VI- c: '2 ~ E .... lU:l e- - _",0 - e U 10" 100 IJ" .9...11 = ~ ~ u 0 ~ oU e g, ~ OJ !:! ::t Real Property_ PcrsolHll I)ropcrty Transfers SUMMA I( Y eSeh. "A") (Seh. liB") (Sell, "(."') ---- Grnss Taxahle Estnlc_ I'l OJ ..... ..... <Il '- H ... Z ~ OJ " lJJ ~ ~~ " " ... ;; OJ lJJ u '" OJ ..J - Q -< < VI ~ {Jl " ..( I"- H c.. 0 OJ 0 0: c.. :3 " "- " < "w . "- '" "'r- 0 ., -< 0 r- lJJ r--r. E-< ~ - 0 0 Z 0 f= ~ r- 0 z 0 '" ~ OJ -< I"- \.IJ 0- 0 '" ,- I- 0: ..c c 0: ,8 ~ l-l oS 0 ~ lJJ OJ "- " ... r- pOl " w ~ ~ " 0: '" r- 0 " 'c .-.: ... 0 0 >, 0 _ "5 ;:;; ;; e " :::"0 ;; 0 e :::~ c 0 ..l U U --- (1) (As Reported) ~ -0- _ ~ _21 ,946. 52 > 0-- ~ ~ $ (2) (I\S Uctcrtnincl!) ~ $ $ $ $- $ AtY.'U" EX+ (&-80) Fi Ie Number Estate Name Date of Death Social Security Number INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80-0314 (QJ Original o Supplemental o Remainder nonn, Hazel L. 05/01/80 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appral.er In and far the County of Cumberland Penn.ylvanla, do respectfully reporl that I nava appral.ed the real and personal property a. reported In the foregoing r.turn at the values set forth opposite each item in the last column to the right in Schedule, ItAIl, liB", "C", and tlE11 Dated: November 13, 1980 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Joint-Held Property (Schedule E) Transfers (Schedule C) TOT AL GROSS ASSETS Leu Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Life E.tate o Annuity FOR USE OF REGISTER ONLY T ox on S T ox on $ Tox on $ Tox on $ Tax on $ Exomptions Tolol Estole LeH Credits DATE OF PAYMENT .II}~,"','1 fP.l(JlJk,/ j INHERITANCE TAX APPRI.ISER VALUE AS APPRAISED CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE $ None 00+ 19,356 49 '0+ None 21l+ None 30+ _~9-,lS6_ ~ __ MI. - 92+ 93- !!ill FACTOR PRINCIPLE VALUE CODe G.QQ.5. COMPUTATION OF TAX $ $ S S 6% 15% s TOTAL TAX INTEREST FROM __ TO BALANCE s s s AMOUNT PAID UISCOUNT INTEREST TAX CREDIT S t S $ $ = = + BALANCE TO $ $ .... ,<: ~ Ul ::i ~ p:: ~ <( ~ ~ !e P'l '" o-e :>- ~ '" ~ ~ P'l OJ '" III .... ~ ;:l . ~ o-l .... ...l ,.. <( o-l ,.. OJ - Ja ~ ~ U ;z: ~ .... '" - 0 1<0 o-l u .... '" .... 1<0 - 0 ~ ~ 1<0 0 ~ !-< 0 III 0 ;z: c:i III ~ III :>- f-< c:i - ~ f-< ~ Z Z ;z: ~ ...l c:i - c:i ~ ~ ~ ~ ...l Z ::; Z f-< 0 U ~ Z - ~ Vl ~ 0 0 - ~ ~ U 0 Po ..J