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No. 21"10 :H~:
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Mildred D. McIlvaine
, deceased,
Mary C. Lewis
To niehB.rel E, P,R8',H~9'1, Register of Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania,
IS
Petitioner(s) JdI'4 the executor named in the Last Will and
Testament of Mildr~d D, McIlvaiM dated 7/26/74
Decedent was a citizen of the United States and a resident of
Township
Hamuden ~, Cumberland County, Commonwealth
of Pennsylyania.
Decedent died on
T1.lesdav
the
6th
day of M.y
A. D, 19J!L-, in the County of
Dauohin
State of
Pennsylvania at the age of 73 years,
has has her
Decedent flai nat been married and,!;tEa>> not had children born to Jilim
since the execution of the above described Will.
Decedent was possessed of personal property to the value of
$45.000.00 and of real estate to the value of
None
as near as can be ascertained; said real
N/A
estate situated as follows
~~)I
Therefore, your petitioner(i) respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated May 22. 1980
Name and address
of Petitioner(s)
Daunhin Deuosit Bank and Trust Comuanv
By;-Q.4 /Assistant Trust Officer
213 Market Street
Harrisburg, Pennsylvania 17105
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COMMONWEALTH OF PENNSYLVANIA ~
ss
COUNTY OF CUMBERLAND
(Miss) E. Lopez, Assistant Trust Officer of Dauphin Deposit Bank and Trust Company
named in above application, being duly _~n according to law
say(s) that the statements set forth in this petition are true to the
best of her
knowledge and belief,
sworn
Dauphin Deposit Bank and Trust Como any
By: ~. ~v\- ~sistant, Trust Officer
and subscribed before
May 22 1980
me, -
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.t>>et6krel E. tkel'8OO, Register
Attorney: 'MIiIJ 'Sf\IJJ I<O!"rJIPll
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Filed; ~\ay 27. 19GO
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OATH OF SUBSCRIBING WITNESS
COMMONW~ALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
This....,........ ..................., ........., ,..., ....' .......,.. ,....' ,.. day of........., ,.... ,.., ,.. ....., ,., ,... ....., ....... ,,,, ...... ...,.., A,D" 19.. ......,
before me Richard E, Anderson, Register for the Probate of Wills and granting letters of Administration
,
in and for said County of Cumberland, in the Commonwealth of Pemlsylvania, personally came ..............
//
.....................................................................................................;:;.......................................................................
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
/
/
Testament of ""..""""""....".......".."".,"',..,.,""""",.. ':}"::".."",..""".",.",,,.,' Dated "."". ,....... ........",.,...".", ,..
/
late of ......,..........................,..........................,....,....,("..,......"....,................., Cumberland CO\mty Pa" deceased
,
/
/
who being duly ...............,...................,......"according to law, depose and say, that ...........,............................
/
present, and saw and heard the testa..:,:..........,................., ..............,:::-:..........................................................
"'.
sign, seal, publish, pronounce and declare the said instrument of writing ashl1d for h..............., Testament
and Last Will, and at the time of so doing ......,.....,....,.......................,......,was o~und and disposing mind
~
memory and understanding, to the best of ..............................................knowledge, obser~ation and belief.
/"
/
....................,(........................ and subscribed before
............................................................................... .
Richard E, Anderson, Register
....................................................................................
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND \
(Miss) E. Lopez, Assistant Trust Officer of
.........~,'!:'!.J?~,~H"P.~R::~~~..,~~,l;<;,.~..!!:::,~~"~:::..,...,"',..,."."", ..,..",.."..,."....,..,..,....,..,.".."..""..""..,..,.",being duly
................................................ says that as nearly as can be ascertained the said decedent ..........................
....."".....,....".................,.."..,.......".,...."..,"",..,'"......,....,..",....."..,....,.... "...,....""..""",..",.............,.....""died on
.........,~.'i',~9-~~........................, the .........,!)!;li.........,......day of ..........,)1!'!~.................................. A,D" 19~9....,
at or about ................9........................ o'clock, ,P"M.
sworn d b 'b d thO
...................................................,an su scrl e IS
Dauphin Deposit Bank & Trust Co.
........................,~?::~............., day of .......~:.~x...........
80
19. ......... before
<{20
,..,.,',.....,.llY.""......."..~~..............
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"...... ..'J.,r.4~t.. ,t. ,:.., ..7.f.1.t.t."k.;q/.""."..,...,."."."
l\!\,;UUl d . AJ. '-"& .;/......1, Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWE.ALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me. the Register for the Probate of Wills ana granting of Letters of Administration in and for
(Miss) E. Lopez, Assistant Trust Officer
the County of Cumberland. personally came ,.~,LJ.l,\,:1;1,ll,J:I,~f!,,!?~I1?~~~,.,~\':w:-,.,~..,'+'!:.I!,~~..,q?.'....,..,........................
who. being duly ......,~~9,;-,~............. do ,..~~... depose and say that as.......,~,~.~,9.1!~!??:..,......,..................,............
of the last Will and Testament of ......,......I:!~,~,~::,7.~..~:..,~~!.~:':~~.':,7.............................,...........,............deceased
..,......t.Mlf......... 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, ...........,~,~9.;'.r:......, and subscribed
before me,
Dauphin Deposit Bank & Trust Co.
............!:':~x..,~~............................., A, D" 19.~~.......
H~ii~~~"~~),......"....,',.......
",....,',.,..~~.:,',.'42,~,.".."....,",.....
..................................................................................
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DECREE
Be it remembered that on the .......}.?,~!:...... day of ..................~:~,'(.......................,. A, D,. 19~,?...,. there
was probated and recorded the last Will and Testament of ...................W;i,).9.r.~9...P.t...l:19,U:v,lj..:i-Il!:..................t
Hampden Township .
late of ..".......,........",..,........""""...,......,..,""" ,..",..,...." Cumberland County, Pennsylvama, Deceased, Letters
. ................ ,'Ies.t.amen.tar~...."..""" were granted to ..".... ,Dauphin., D.ePQ:;;i,t ..Bank, ,&, ,Tx,us.t, ..Cp......, .........."....
Witness my hand and official seal the day and year aforesaid,
.......1J11&.~...e..,:..,~~.....
>iBil!K!i~E1Q\Z~ Register.
INFORMATION
To insure proper credit to your account. the name of the estate and file number should be clearly print-
ed on the check or money order.
This assessment is mado in accordance with Section 70B of the Inheritance and Estate Tax Act of
1961 172 P,S, ~ 2485.708),
To the extent that inherirance tax is paid within three (3) months after the death of the decedent, a
discount af five (5) percent is allowed 172 P,S, ~ 2485.716),
Inheritanco Tax, other than tax on a future interest. is due at the date of the decedent's death and becomes
delinquent al the expiration of nine 191 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 manth ,005 4 months ,020 7 months ,035 10 manths ,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 days ,00051 13 days ,00220 23 deys .00386
4 days .00068 14 days ,00237 24 days ,00403
5 days ,00085 1 5 days ,00250 25 days ,00420
6 days ,00101 16 days ,00267 26 days ,00437
7 deys .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 representative, 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 of 1961 (72 P,S, S 2485.1001),
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
COMMONWEALTH 01' PENNSYLVANIA
COUNTY OF CUMBERLAND
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(Miss) E. Lopez,--.Jrui!.LOff~cer.~-Pa)!p_Mn.l!eP..9siJ;_Jll!nk !\nd Trust ComI!llL1Y
being duly sworn __ according to law, deposes and says that ~ they are the Exec;utprs
__________ of the Estate of Mildred D. McIlvaine
late of _____l::!!l]1p)liU. _______, Cumbarland County, Pa" deceased and thet the
within is an inventory made by -Dauphin.JJeposit R~nk and. Tl'J.!!2t_CQ!!JllilllL-_, the said Executors
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death, Dauphin Deposit Bank and Trust Company, Executor
of the Estate of Mildred D. McIlvaine
By: '--Q --€ "/L.----- Trust Officer
E)(ec:u\c:r'(~~f6X
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." t.::)--t.....-v-- ""-- /
ond subscribed before me,
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213 Market Street
Elizabeth J, Ben~o, Nolary Publi,
Mv Commiuion Expire1 April 16. 19B4
Hilrri,bu1'l. PI. O;:.u:.hin Countl
Harrisburg. Pennsylvania
Address
17105
Date of Death
6
May
Month
1980
Ooy
Yelf
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2, A supplement inventary must be 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,
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CASH AND CASH ITEMS:
Inventory of the real and personal estate of
Mildred D. McIlvaine
deceased
18 70
360 8
136 2
31 9
3,471 5
2,000 0
24 5
5,112 2
4 2
1,483 6
28 9
10,000 0
20 6
109 8
53 5
5,372 0
2,106 5
2,261 8
8,842 2
5,187 0
1,893 5
No Valu
$48 520 7
Received from AARP - unused premium
Received from New England Life Insurance Company - claim payment
Received from Colonial Penn Franklin Insur3nce Company - claim payment
Received from Pennsylvania Blue Shield - claim payment for Medicare Benefits
Dauphin Deposit Bank and Trust Company, Checking Account n 58-98143-8
$ 2,000. Dauphin Deposit Bank and Trust Company, 7% Certificate of Deposit
n 1407701561 due 9/5/81
Accrued Interest
$ 5,000. First Federal Savings and Loan Association 6 3/4% Certificate of
Deposit n 218-310884
Accrued Interest
State Capital Savings and Loan Association, Savings Account n 002-00-03860
Accrued Interest
$10,000. State Capital Savings and Loan Association 14.804% Certificate of
Deposit n 002-19-0327 due 10/1/80
Accrued Interest
$ 50. U.S. Savings Bond n L2947283l3E, Series E dated 5/55
$ 25. U. S. Savings Bond n Q1288405286E, Series E dated 11/56
SECURITIES:
100 Shs.
100 Shs.
55 Shs.
619 Shs.
500 Shs.
100 Shs.
200 Shs.
TOTAL
American Telephone and Telegraph Company, Capital
Brooklyn Union Gas Company, Common
General Motors Corporation, Common
Massachusetts Income Development Fund, Inc., Capital
Massachusetts Mutual Income Investors, Inc., Capital
Pennsylvania Power and Light Company, Common
Normalloy Explorations and Holding, LTD, Common
COMMONWEAL TH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND COt-.-.iENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
'*
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for Ca1sent to the transfer of the following securities of a Pennsylvania
Corporalion or a National Banking Association located in Pennsylvania:
DATE--2/3/80
(a) 100 Shs. (b) PP&L Company (c) Connnon
(NOTE: In describing securities enter in (0), ab Ole, either Ihe number of shares of stock or the face amount of
registered bonds, in (b), Ihe name of the issuing company and in (c) the class of slock or Ihe staled inlerest role
and maturity date of registered bonds,)
8/8/74 / f" '7 /
ISSUED ON , and having a TOTAL MARKET VAtUE OF $ > t /1. ?
(Oat.)
as of Ihe dote of dealh of the decedenl, Mrs. Mildred D. McIlvaine , an 5/6/80
(Name of Decedent)
(Date of death)
(Street and Number)
(Pa.t Office)
Cumberland
(County)
Pennsylvania
(Stat.)
i'
who was lale of 130 Saint John' s Drive Camp Hill,
The securilies are registered as follows: Mrs. Mildred D. McIlvaine
(Name or nomel In which certificates aro registered)
,~ Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pennsylvania
EXECUTOR) (Nom.) (Add,...)
NAME OF APPLICANT Dauphin Deposit Bank & T1!ust Comoanv
P.O. Box 2961
COUNTY FILE NUMBER~ADDRESS OF APPLlCANTHarrisbur Penns 1v ia
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT I ~ 77Ldk
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NO 6rtnton M, Hake
CONSIOERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ASSistant Trust Officer.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE (lJ/J'U-/if /fN
I hereby consenl to the tronsfer of Ihe above securities now registered in the name of thi of ores aid '
Decedenl and waive the filing of a certificate certifying 10 the payment of Ihe transfer inheritance lax to which
the property of said Decedenl is mode subject pursuant 10 Ihe provisions of Ihe Act of June 20, 1919, P.L. 521,
as amended and the Acl of June 15, 1961, P.L. 373, as amended. This is also in accordance wilh Ihe provisions
of the Acl of April 9, 1929, P.L. 343.
This Consent 10 Transfer the herein described properly operates only in reference 10 Ihe estale of the
above.named Decedenl.
'*
Signed for the Secrelary of Revenue
By V:J; jl~ 6/ /~
<J ( (Slg /. .ur.) ,-J
I-~;'.-t:,./ L'~vnJ:t'A~
. tIe} (County)
Dauphin Depoait Bank & True
TAX AT 6%
_ -=-- 7~""""" ,.,.... -.-r__ --
llm~~?(j:;i ';<:':< ';"', ,"COMMONWEAL TI1 OF PEI\INSVLVANIA ,
4 No,ItOOO4i76', ........ . DEPARTMENT OF REVENUE
i~l~!,~!:~,i.;.I\:' ~ '9FFiCIAI. REC.EIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
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It '\ RECEIVED
. ,-I FROM
ADDRESS P.O. BelIC 2961
TAX AT 15%
~fx"AT_%
ESTATE TAX
HUJrilbul'lJ, Pa. 17105
'--ESTATE~FORMAT'ON:-M~y--6~--1980------------
DATE OF DEATH
TOTAL TAX CREDIT
2,959.39
DATE OF PAYMENT
21-80-342
February 10, 1981
MILDRBD McILVAINE
m
m
LESS DISCOUNT
PLUS % INTEREST
(FROM To_I
FILE NUMBER
NAME OF DECEDENT
CWlbedand
." COUNTY
,,:'~ - - -- - ---- -- - ------ - - - -- ----- - -- - -- --- ----
",OSTMARK DATE 0l8C1lc dat.a Veil. 6,1981
~MARKS "PAID OR ACCOUNT"
TOTAL AMOUNT PAID
2,959.39
SEAL
RECEIVED BY
~
"
REGISTER OF WILLS
_ _ _ ~ _ _ _ _ _ _ _ _ _._ -- - --- - - - - -,_.- ~'-"--C~
AE V-4~; ('-1101
COMMOHWEAL TH OF PEHNSYI.VANIA
DEPA'RTMEHT OF REVEHUE
TRAHSFER IHHERITAHCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF
FIDUCIARY
(In.truction. on Rovors. Sid.)
*
Estole 01 Mildred lh-Ml:..U.YaW----
Lost Address 130 StL}ohns Drive
Dote of Death
May 6. 198.Q
Soci 01 Secu,; ty No, 192-14-516R
Camp Hill, Pennsylvania 17011
Bureau File No.
County File No. ~I :10..JI2
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(ZIP)
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1. Decedenl died:
( ) Inleslole (wilhouI 0 will)
(X ) Teslale (leaving a 1051 will--copy attacherl)
2. Is the Iiling 01 a Federal Eslole Tax Relurn required lor this estole?
3. (X ) Execulor/ullltllll'ioI< ( ) Administralorl Adminislrotrix
Yes_ No
X
Name D;:mphi n nepo~i t R::mk ::mn 'l'1'"I1S1:..-Comp~n)r
Address 213 Market Street
Harrisburg. Pennsylv.qnl.~ 171 Oli
(CITY! (STATE) (ZIP)
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4. All correspondence should be mailed 10 ( ) Attorney
( X) Fiduciary.
5. If an a"arney is representing Ihe estale, indicale:
Name Jlavid S. Kohn
Address 125 Locu!iLS.tLeeL--
Harrisburg. Pennsvlvania 17108
ICITY) (S'!'ATEI (ZIPI
Lisl all sale deposil boxes reqislered in Ihe decedenl's individual nome, or jointly with, or as an agent or depuly
of anolher, or in decedent's individual name wilh righl 01 occess by anotner os agenl or depuly. Include Ihe name
and address 01 Ihe bonk or olher inslilution where Ihe sale deposil box is localed, Ihe nome (s) in which Ihe box
is regislered and Ihe relationship 01 Ihe joinl holders 10 Ihe decedenl.
NAME AND ADDRESS OF BANK DR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BDX
HAME OR NAMES IN WHiCH
SAFE DEPOSIT BOX IS REGISTERED
RELA TIDNSNIP OF JOINT
HOLDERS TO DECEDENT
Dau hin De osit Bank and Trust Com any
Mildred D. McIlvaine or
Sister
3045 Market Street
Eleanor D. Brininger
Cam Hill Penns lvania 17011
Under penallies 01 p~riury, I declare Ihotl hove examined Ihis return, including accompanying schedules and
slalemenls, and 10 the besl of my knowl~da.e and bel Lei it is trJJct. correct and complele. t f th E t t of
Da~Rhin~epos1t Bank and Trust Company, Execu or 0 e sa e
Milared D. McllvainrJ
By: '~C ~'~,A ___ ,../.. Ii ii'l
I"'-J ' ,
SIGNATURE OF FIDUCIARY DATE
Trust Officer
PENNSYLVANIA INHERiTANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the fnllowing persons shall prepare and file
a return:
a, The personal representalive of the estate of the decedent as 10 property of the decedent administered by him
and such additional properly which is or may be subject to Inheritance Tax of which he/she shall have or
aCQui re knowl edge;
b, The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided lI18t no separate return need be made by the transferee
of property included in the return of a personal representative,
2. PLACE FOR FILING
The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided,
3. TIME FOR FILING
The retnrn is due nine months after the decedent's death, unless an extension for filing has been applied for and
grant.ee by t~e Secretary of Revenue wiihin the nine.month period,
4, FAILURE:O FILE RETURN
Section 791 of the 1961 Statute provides that", , ,any person who willfully fails to file a return or other report
required of him, , ,shall be personally liable, , ,to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law,"
5. TAX RATES
Inheritan~e Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, grandparent, son.in-Iaw and daughter-in.law and at the rate of 15% as to all others,
6. PAYMENT OF TAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death, Interest
at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any
interest which may be due with any remainder applied to the tax, IF TAX IS PAID WiTHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT is ALLOWED,
All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Department of Revenue,
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, ale a lien UPOI' real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable for the tax,
8. FILlNGOF FALSE RETURN
Any persGn who willfully makes a false return or report required of him shall, in accordance with Section 793 of the
1961 Statut.e, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both,
.REV.4t\.l (l.SOI.
CDMMONWEALTt4 OF PENNSVLVANIA
DEPARTMENT OF REVENUE
J"RANSFER INHERITANCE TAX
RESloENT OECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
(lflstrllcdons 011 Reverse Sido)
Estate of Mildred D, McIlvaine
ITEM
NO,
UNIT
VALUE
DESCRIPTION
CASH AND CASH ITEMS:
Received from AARP- unused premium
Received from New England Life Insurance Co. -
claim payment
Received from Colonial Penn Franklin Insurance Co -
claim payment
Received from Pennsylvania Blue Shield - claim
payment for Medicare Benefits
Dauphin Deposit Bank and Trust Company, Checking
Account # 58-98143-8
$ 2,000. Dauphin Deposit Bank and Trust Company,
7% Certificate of Deposit # 1407701561
due 9/5/81
Accrued Interest
$ 5,000. First Federal Savings and Loan Associat: on
6 3/4% Certificate of Deposit #218-31081 4
Accrued Interest
State Capital Savings and Loan Association, Savin s
Account # 002-00-03860
Accrued Interest
$10,000. State Capital Savings and Loan Associat on
14.804% Certificate of Deposit #002-19- 327
due 10/1/80
Accrued Interest
50. U.S. Savings Bond #L294728313E, Series
dated 5/55
$ 25. U.S. Savings Bond #Q1288405286E, Series
E dated 11/56
SECURITIES:
100 Shs. American Telephone and Telegraph Camp an ,
Capital .>.1,1 S
$
100 Shs. Brooklyn Union Gas Company, Common :'/.OGJ.,j-
55 Shs. General Motors Corporation, Common 1~. /~S"
619 Shs. Massachusetts Income Development Fund,
Inc., Capital 1'I-.~iS-
TOTAL THIS PAGE
ESTIMATED
MARKET
VALUE
$
18.70
360.88
136.42
31. 29
3,471.45
2,000.00
24,25
5,112,82
4.72
1,483.36
28.59
10,000.00
20.56
109.98
53.05
(5,372.50.
2,106.25
(2,261.80/
8,842.42
$(41,439.1~
.'
DEPAHTMENT
VALUATION
(OFFICIAL USE ONL YJ
:'-,41 S;
ulJ /~. rJ'
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any material part of his esl.ate without receiving
valuable and adenuate consideration? (Answer "Yes" or "No",) NO
2. Did decedent, within tm 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",) -1ill-
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, N/ A
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 consideration
therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No",) 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",) NO
b, What was the transferee's age at time of decedent's death? N/ A
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" ,) ...lliL.-
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) NO
6. If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others. N/A
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No" ,) NO
8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) NO
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) NO
REV.453 (1.801
COMMONWEALTH OF PENNSYLVANIA
. DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
'*'
(Instructions on Reverso Side)
Estate of ~1i1dred D. HcIlvaine
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
NRTA-AARP Andrus Foundation
e
e
5% Residue
D.C. 20049
The Arthritis Foundation
Central Penns 1vania Cha ter
P. O. Box 534
Harrisbur Penns 1vania 17108
None
Yes
5% Residue
None Yes 5% Residue
60604
Sister Yes 25% Residue
Johns Drive
r.amp Hi 11, Pennsvlv ni on
Dorothv D. Devenne Sister Yes 25% Residue
1 Broadmoor Drive
Mechanicsbur Penns 1vania 17055
-Hgrrv I. Dink1eberger Brother Yes 17 1/2% Residue
9121 Fairview Road
Mar land
Lehmer Sister Yes 17 1/2% Residue
Lockwillow Road
Penns 1vania
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
INSTRUCTIONS FOR SHCEOULE "0"
1, List full names and addresses of all who have an interest in the estate
either vested, contingent or other interest.
2, I ndicate the beneficiary's relationship to the decedent, Specify if
stepchildren or illegitimate children are involved,
3, Indicate "Ves" or "No" if the beneficiary survived the decedent.
4, Indicate the date of birth of the beneficiary if the interest is a life
interest, term certain interest or a future interest,
5, I ndicate the interest of the beneficiary in the decedent's estate,
For example: Specific bequests of a diamond ring, savings bonds
or cash of $5,OPO; bequest of 25% of residue; remainder interest; etc.
6, At the bottom of Schedule "0" state those beneficiaries who are not
living at the time the return is being filed and include date of death,
,
I,
I [
Schedule "E" must include aU property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship, Both tangible and intangibie property are to be
included, List real estate first.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
1, Describe aU real property as indicated in the instructions for Schedule" A", Describe all personal property
as indicated in the instructions for Schedule "B", Include the name, address and reiationship to the
decedent of the co-owner (s) and the date the joint ownership was established,
2, Indicate the total market value of the jointly owned property,
3. Indicate the percentage of the decedent's interest.
4, Indicate the market value of the decedent's interest.
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STArE
CAPITAL
SAVINGS
ASSOCIATION
m
June 30, 1980
E. Lopez
Assistant Trust Officer
Dauphin Deposit Bank and Trust Co.
213 Market street
Harrisburg, Pa. 17105
Re: Mildred D. McIlvaine
002-19-02345
Dear Miss Lopez:
please be advised: Short Term Money Market certificate Number
002-19-02345, opened on 1-15-80, in the amount of $11,000.00, was
established in part from money transferred from matured Term Cer-
tificate Number 002-20-10190. This Term certificate ( 002-20-10190)
was opened on 1-14-76, in Mildred D. McIlvaine's name alone, in the
amount of $8,000.00. The actual amount of money transferred into
certificate Number 002-19-02345 was $8,000.00, plus $23.36 in interest.
We will be happy to provide any additional information you may
need.
. !
Sincerely,
'{' I ' (/ P
/ '/ /1 "f'-;/ vt 'j'f~'
Donna L. Long ,
Savings Investment Servicer
6
. "
~III\l~;
'(t~ 1'>'\
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~;snQ
~~
File Number
INHERITANCE '!'AX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0342
R!V."84 !x+ 1&-801
Estate Name
Mildred D. McIlvaine
~ Original
o Supplemental
o Remainder
Date of Death
May 6, 1980
Social Security Number
192-14-5168
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and for the County of Cumberland
Pennsyl.anla, do respectfully report that I ha.e appraised the ..01 and p.rsonal property os reported In the foregoing
retum at the values let forth opposite each Item In the 105' column to the right in Schedules lIA", liB", "e", and liE"
Doted:
April 8, 1981
f/J/l,t;1( b /-Ift'f;1,,)( j )
INHERIT^NCE TAX APPRAISER
.ALUE AS APPRAISED CODE ADJUSTMENTS REMAINDER APPRAISEMENT CODE
INVENTORY (HARRISBURG USE ONLY)
Ro.1 Property (Schedulo A) $ none 00+ 92+
P.rlonal Property (Schedul. B) 48,577 87 10+
Jolnt.Hold Pr.perty (Schedule E) 36 181 85 21H
Transferl (Schedule C) none 30+
TOTAL GROSS ASSETS 84,759. '72
Le.. D.bt. and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
. 0 Life Estate RATE FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
TalC or. $
CODE
COMPUTATION OF TAX
$
S
$
$
S
6%
TalC on $
15%
Tax on $
Tal( on $
Tax on $
Exomptlons
Total Estate
TOTAL TAX
INTEREST FROM
BALAtlCE
TO
S
$
S
Leu Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ S
s
=
s
+
=
BALANCE
TO
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HEV-4.0 (..18) 1 APPLICATION FOR CHARITABLE EXEMPTlOH
FROM PENNSYLVANIA TRANSFER IHHERITANCE TAX
COMMONWEALTH of PI:NNSYLVANIA
DEPAIlTMlNT OF H[;,'vCNU[ (Act of May 28. 1956, P L. 1757, ad Act of JUlin 15,1961.
BUHCAU OF nELO OPERATIONS P.L. 373, 05 (lmendedl
- - - - -.- - - - -- - -
Application is hereby filed for the approval
of on cxc01plion from Pennsylvania Transfer
Inheritance Tax on the tronshH of the property
described below:
1. Bureau File ;c.,-.)) -' J'i..~3'l,!::.
2. Date of Death .Nay 6, 1980
3. Dote 01 Approval _f&!-tt~~::-J4-i1.cfL_~=
4. Nome of Decedent _ ~lildred D. McIlvaine
5. The Commonwealth's appraised value of the property for "Yl1ich on cxcmptit'll1 is c1aimcd is S 5% Res:ldJJ.e
(Noto: Where the property Is other than a specilied amount of cosh, the exemption cannot be approved until the value of
the property has been established by appraisal by the Commonwealth, except in those coses whero the amount of the gift
or bequest represents a stated lroctionol or percentage portion of the entire estate or the entire residuo, In those cases
enter such fractional or percentage amount above).
6. Check the manncr in which the transfer was cffected and submit a copy of the document authorixing the transfer, unless
such material has been previously filed.
WILL 19;
DEED 0;
TRUST INDENTURE 0;
SURVIVORSHIP 0;
OTHER 0;
(If other, explain)
7. Correct Business Name and Address 0' Charitable Organization receiving property:
NAME NRTA-AARP Andrus Foundation
AD9RESS 1909 K Street. NW. Washingt.Q!4_D.C. 20M9
rn See listing an reverse side for additionol charitable organizations co.ered.
8. I certify that the information contained herein is, to the best o( my knowledge and belief, true and correct.
Rm~~a ~~~i~~ and Trust.~o~p~n~:EX~tt'tor of the
Signature o( Applicant..By' "- - rL..L ~: :'., , .
('V
Estate of
Address of Applicont 213 Market Street. Harrisbut".&, Pennsylvania~l105
;), )6/81
I I
This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the
decedent resided, or in which letters were issued for a nun-resident decedent's estate. 1 f the decedent was a non.resident of
Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau
of Field Operations, Penna. Department of Revenue, P.O. Box 2970, Harrisburg, Pa. 17105.
Official Title
Trust Officer
Date
Do not write below this line. For Officiel Use Only
APPROVED: For the Secretory of Revenue REFERRED to Bureau Headquerters
Appro.ed 0
For Secretary of Revenue
It/- L-. ~U-~
II Sign ure of Re~tWi\ls)
',(1-'P7 t&.~-i<!R
fJ1t (County)
(';!.::~;t.v~~ tJ / / f r L
Denied' 0
(Initials of Register of Vlill,)
(Authori.ed Signature)
(County)
(Title)
(Dote of Rele"ol)
(Dote of Action>
. See roverse side for reasons
MUST BE FILED IH TRIPLICATE
COMMONVVEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
*'
COUNTY FILE NO: ,:)/- .~;O - ,-:j//):
(. , f' ,':/' ( I
To:>:l /),~~t-d: ' /, L' /; J'fr~,-" (., "~./:
',1'1/- . ^~ .~ IJ
j../f,;) ~ )-r'..l.ld -' ,:<t>/( II .
_</ll/u'(/!.LU;{ / i -;~/ / 1/ ();?
DATE
'//74<,-( /1 /'/1'1
. //;' .' I,~ .(, ~,jJ;! ill' '
/." ,./'A',(/,<'.,.,,(/ //Ic:..,,!.1:,{/'(..U '
(
ESTATE
FILE NO,'>' / - ;,lJ - q/.'/'2
/., j,' .
Iii ,"
COUNTY ('.1.(<)')1 y{ j t ~ .,,'/~
DATE OF DEATH '>//::/ {v-, /?fi?J
Approlsed Velue 01 Estete:
Reol Estate
Personal Property
$
+ /(1)/,/, /1
I
/) .. (/1 ? r..-'
+ ,.j!: / t ,~ :;;
I
Jointly Hold PropartylTranslars
Less: Approved Charitable Exemptions
$ Fi hY / ;(
,
- '/)1 ~'/
') /,~J ~;;J
/
$ "N 1~'.Ji" III
/
_ II rjij'I;,: (p
,
Total Gross Estate
Total Approved Daductions
Cloer Valua 01 Esteta
Claor Volua of Estote Subject to Tax
Amount Toxabla @ 6% Role
$
tax due
$
Amount Taxabla @ 15% Rate
/ ....
'/1 ' . I 1/
if;' (.,.),' '- , :v
I
tax due
/();/)-.:;, 4:2
/
$ II) /1[..;) ;;,::2.
/
\
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
... ... * ... . * A five percent discount totaling $
will be gronted If tho Inharltanca Tox Is paid by
Lass Cradlts:
DATE OF PAVMENT
o .
i; -10 -'i1)
J /~-f!
~UNT PAID DISCOUNT INTEREST TAX CREDIT
$ 7(" I111 ;,'-(J + $ ~'i>r1) (~r - $ = $ ;;- I()V . IJ-O
I ,
'} ~1 + = ,? '/ /-9 :11
, <j/r1 ,,", ")
(' I
+ =
Interest Bccrues 8t tho rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to dat,e of payment. Interest due if paid by
Is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
Assassed by:
See Information on Reverse Side AgenllOrl
fH:C;ISiLH en V..'!llS
INFORMATION
To insure proper credit to your account, tho nama of tho 05tlltO and fila number should be clearly print-
ed on the check or money order.
This assessment is made in accordance with Soction 708 01 the Inheritance nnd Estate Tax Act of
1961 (72 P,S, S 2485.708),
To the extent that inheritance tax is paid within throe (3) months after the death of the decedent, a
discount of five (5) percent is allowed (72 P,S, S 24B5.716),
Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes
delinquent et the expiration of nine (9) months after the decedenl's death (72 P,S, S 2485.711), Inheritance
Tax on a future interest is payable within three (3) months afler the transfer takes effect in possession and
enjoyment end is delinquent thereafter (72 P,S, S 24B5. 712), Caiculate inta'est 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 '0 months .050
2 months ,OlD 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 deys ,00186 21 days ,00352
2 days ,00034 12 days ,00203 22 days .00369
3 deys ,00051 13 days ,00220 23 days ,00386
4 days ,00068 14 deys ,00237 24 days ,00403
5 days ,00085 15 days ,00250 25 days .00420
6 days .00101 16 days ,00267 26 days .00437
7 deys ,00118 17 deys ,00284 27 days ,00454
B days ,00135 , B days ,0030' 28 days ,00471
9 days .00152 19 deys ,00318 29 days .00488
10 days ,00169 20 days ,00335 30 days ,00500
- - - -- ------ -- -------- --- - - - - -- - -- -- - - - --- - - - - -_._-- - - - - - -..------- - - - ---
Any party in interest, including the Commonwealth and tho personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided bV Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P,S, S 24B5.10011,
Make check or money order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
..;'.'r"
~ "',,'" ,
. -
. ...."""'-'----...--....-
Estate of Hildred D. MCI1vaine~:t:~~~::;~-~~~'~~~7;~_~ F;~:NouV.,,1()-3id
WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING:
IIEV.455 EX" (;).HOI
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
Claimant
Relationship to Dacedent
Claimant's Address
.- .~ -"
ITEM '---- J
NO. OATE NAME OF PAYEE REMARKS AMOUNT
~
Mav 23 Harold B. HcLane Reqister of Probatin~ Will and ten Short
Wills Certificates S 47.00
30 Cumberland Law Journal Cost of Advertisinq and Proof of
Publication 18.00
30 Myers-Hall Funeral Home, Inc. Funeral expenses 711. 00
30 Rolling Green Memorial Park 425.00
Tune 4 Vital Statistics two Death Certificates of Harold
McIlvaine 4.00
10 Marv C. Lewis, Register of Wills two Short Certificates 2.00
16 Dorothv D. Devenney reimbursement for stamps and long
distance calls due to sisters illnes
and death 25.13
16 Eleanor D. Brininger reimbursement for long distance call
due to sisters illness and death 22.94
16 Aloine Nursing and Convalescent Balance due on maitenance to 5/4/80 78.15
Home Incorporated
16 William M. Hefflev" M. D. orofessionat services on 5/2/80 15.00
?<; Tho PRtriot News Comoanv cost of Advertisinq and Proof of .
Publication 56.91
.
Julv 21 Dauohin Deoosit Bank and Trust reimbursement for call to Boise.
Comnany Idaho .55
?<; Willi ~m M. Hoff' ov M. n. ~P' nn 'i!t.!Rn
. 'i/f. IRn 7'i.nn
TOTAL THIS PAGE I $ 1,480.68
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"~~e:~al~~(a~,~~ .. C~ir~S:!r 'r.r:~;~tr~e..{:xcE~rposes.
I~" ,.-' ~h'.!:" '.';' ,LEF 'J. I" /3 I
IGNATURE OF ATTORNE 1FlOUClARY DATE j
OFFICIAL OSE ONL Y
DEBTS AND DEDUCTIONS ARE ALLOWED I N THE SUM OF $ l- - //; /. E I
I '
AT
-
/.J
PERCENT.
/.
i./
I}..//-j'j
DATE:
'aa e 40ea iO saweu a4~ Ja~u3 '17
'pled Jo/pue paJJnOUl SeM ~qap ~oea 40!4M UO a~ep a4~ JaW3 '8
. 'pa~SII wa~1 "oea o~ sJaqwnu a^!~noasuoo u6!ss\t '(;
. . " aoap
'uwnloo ~unowe a4~ U! paw!elo wnowe a~~ pue uwnlOO S'lJewaJ a~~ u! ..uo!~dwaxa Al!wei.. Ja~u3 '~uap '0
a4~ o~ d!~suO!~elaJ JaQ/s!4 pue ssaJppe 'aweu s,lueW!elo a~~ a~eo!pu! 'paW!elo 6u!aq S! uo!~dwaxa ^I!wei a4~ il ·
..;I.. 31n03HOS ElNI.L31dLo\lOO \:lO;l SNOI.LOn\:l.LSNI
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'~uapaoap a~~ se Pl04asn04 awes a~~ iO sJaqwaw aJe O~M s~uaJed JO ~uaJed e Aq paw!elo
aq ueo uo!~dwaxa a4~ 'P1!40 JO asnods ~ons ou S! aJa4~ ~ua^a a4~ ul 'uo!~dwaxa a4~ w!elO ueo Plo~asno~ awes a4~
:.i~.A>. - ~ I I ^ '010 0'" In nUll" AI 11''1 I.\~' ,..;:;;f1.l.lt:.J.!.!.1 nQll:::lUOl C:PII A<;nnnc:_olI_' II In,' j)J.!O::1 ::11"'''''''11
NO. DATE . c.U...Ane---~- .. ._. . '-REMJll1R!r" .. - AMOUNT
19802 Mar
C. Lewis Re ister of Wills one Short Certificate
reimbursement for postage and in-
Com anv
surance on transfer of securities
Nov.
Dec.
25 Harrisbur Hospital balance due
12 Mar C. Lewis, Re ister of Wills three Short Certificates
RESERVE TO PAY THE FOLLOWING:
Cost of filin account
Dau hin De osit Bank and Trust Executor's fee
250.00
2 426.02
David S. Kohn Attorne 's fee
TOTAL THIS PAGE 3 650.63
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 adminifiration SU~mitle~ to the.estat as~e !-.pions for Inner ita nee Tall. purooses
auch1n epns t BanK an i,rus Company, Executor or tne ~state of
11ured . Mc Iva1ne ' ) )
. ....... _ I it:-,- (Ii" r-i(:E:R :< b ~}
Trust ~ - 'I(;NATUI~r: OF ATTor~ EY I[)UCIARV DATE .
OFFICIAL USE ONLY
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1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEIWE
BUREAU OF EXAMINATION
P. O. BOX 36S3
HARRISBU RG, P A.
t7tOS
June 29, .1981
IN 'touR REPLY PLEASE
RErERTO (717) 787-6670
DepaTtment of Revenue
BoaTd of Appeals
P. O. Box 1874
HaTTiBburg, PA 17105
.
Re: Estate of MildTed.D. McIlvaine
FileNo. 21-80-0342
County of Cumberland
Datp. of De~th: 5/6/80
Gentlemen:
PUTsuant to Section 1001 (1) of the Inheritance
and Estate Tax Act of 1961 (72 P.S. 82485-1001), a protest
is filed on behalf of the Commonwealth of Pennsylvania
against the action of the Register of Wills of Cumberland
County in heT determination of Inheritance Tax payable in
the estate of the above-named decedent.
The decedent's estate consisted of personal
pToperty assessed at $48,577.87 and jointly-held property
assessed at $36,181.85--a total gross estate of $84,759.72.
Debts and deductions totaling $5,131.31 were claimed and
appToved resulting in a taxable estate of $79,628.41. The
entire estate was divided into percentage shares as shown
on "Schedule "D" BeneficiaTies" of the appraisement filed
on April 8, 1981. Included in the percentage shares was a
15% bequest to charities.
PTotestant contends that the RegisteT of Wills
eTTed in the assessment in that she inadvertently failed
to subtTact the jointly-held propeTty from the clesr value
of the estate when ascertaining the percentages of the
bequests. The correct residue befoTe division ($79,628.41
less jointly-held pToperty of $36,181.85) is'$43,446.56.
The 15% shaTe bequeathed to charity is $6,516.98.
Accordingly, it is the protestant's position that the
charitable exemption as shown on "Official Notice of InheTi-
tance Tax Assessment" dated May 11, 1981 be reduced to
$6,516.98 and the balance of $5,427.28 be assessed at the
15% rate.
Very truly yours,
Angelo J. Zarbo, SupervisoT
cc: lIs. E. Lopez Document Review Unit
Dauphin Deposit Uank Inheritance Tax Section
Reports Reconciliation Division
David S. Kobn, Esq.
DepaTtlllont of Justic~
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1981
Jaii::" 16
June
9
1980
May 23
30
30
30
June 4
10
16
16
16
1\'
16
25
I July 21
25
Received from Pennsylvania Blue Shield - Claim payment
for Medicare Benefits $
Received from New England Mutual Life Insurance Company -
Medical insurance claim payment
16.00
218.42
TOTAL PRINCIPAL RECEIPTS
$ 49,176.01
PRINCIPAL DISBURSEMENTS
Cumberland county Register of Wills ,- Probating will and
ten Short Certificates $
cumberland Law Journal - Cost of Advertising and Proof
of publication
Myers-Hall Funeral Home, Incorporated - Funeral expenses
Rolling Green Memorial Park - Cremation niche and fee for
filing and recording
Vital Statistics - Two Death certificates of Harold R.
McIlvaine
cumberland County Register of Wills - Two Short Certi-
ficates
William M. Heffley, M. D. - professional services on
5/2/80
Dorothy D. Devenney - Reimbursement for stamps and long
distance calls due to sister's illness and death
Eleanor D. Brininger - Reimbursement for long distance
calls due to sister's illness and death
Alpine Nursing and convalescent Home, Incorporated
Balance due on maintenance to 5/4/80
The Patriot News Company - Cost of Advertising and Proof
of publication
Dauphin Deposit Bank and Trust Company - Reimbursement
for call to Boise, Idaho
William M. Heffley, M.D. - professional services from
5/4/80 to 5/6/80
(If :)1)0
L,.d. J:J cllGL <oJ!.:,'"
47.00
18.00
711.00
425.00
4.00
2.00
15.00
25.13
22.94
78.15
56.91
.55
75.00
'.
1980
July 29 Loss on sale of 100 Sharos J\merican 'l'elephone and Telegraph
company
carriod lit $ 5,372.50
Roalizod 5,273.27 $ 99.23
29 Loss on sale of 100 Shares Pennsylvania Power and Light
company
Aug.
27
Oct. 1
Nov. 25
Dec. 12
1981
Feb. 9
April 8
carriod at
Roalized
$ 1,893.75
1,876.96
16.79
5
Cumberland county Register of
Pennsylvania Inheritance Tax
Lessl 5% Discount
Wills -
$
On account of
8,000.00
400.00
7,600.00
Cumberland county Register of Wills - One Short certifi-
cate
1.00
Dauphin Deposit Bank and Trust Company - Reimbursement
for postage and insurance 10.00
Harrisburg Hospital - Balance due 110.61
Cumberland County Register of Wills - Three Short certi-
ficates 3.00
9
Cumberland county Register of Wills - Pennsylvania In-
heritance Tax 2,959.39
Cumberland County Register of Wills - Cost of filing
RCC, Statement of Debts and Deductions and Inventory
9.00
Pennsylvania Department of Revenue - 1980 State Individual
Income Tax
52.70
Cumberland county Register of Wills - Balance due on
Pennsylvania Inheritance Tax
7.32
To Discharge from the books 200
tions and Holdings, Ltd, listed
Appraisement - Determined to be
celled 2/26/80)
shares Normalloy Explora-
on the Inventory and
worthless (charter can-
NO VALUE
RESERVE TO PAY THE FOLLOWING:
Cost of filing Account
250.00
Dauphin Deposit Bank and Trust Company - Executor's fee
2,426.02
li'L:i ~~ t,iut 323
3
1980
oct:"
Nov.
Dec.
1981
Jail.
Feb. 2
March 1
April 1
May
June
July
April 8
1
Interest: State Capital Savings and Loan Association,
14.804% Savings certificate due 10/6/80 $
1
2
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: Dauphin Deposit Bank and Trust Company, 5 1/4%
Master Savings Account
8
Interest: State Capital Savings and Loan Association,
14.804% Savings Certificate due 10/6/80
3
Interest: U. S. Treasury Daily Repurchase Agreement
1
Interest: U. S. Treasury Daily Repurchase Agreement
2
Interest: Dauphin Deposit Bank and Trust Company, Master
Savings Account
2
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: Dauphin Deposit Bank and Trust Company, 5 1/4%
Master savings Account
1
1
1
1
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: U. S. Treasury Daily Repurchase Agreement
Interest: Dauphin Deposit Bank and Trust Company, 5 1/4%
Master Savings Account
1
Interest: U. S. Treasury Daily Repurchase Agreement
TOTAL INCOME RECEIPTS
INCOME DISBURSEMENTS
Internal Revenue Service - 1980 Federal Fiduciary Income
Tax $
8
Pennsylvania Department of Revenue - 1980 State Fidu-
ciary Income Tax
Eleanor D. Brininger - Dividend on united Income Fund
payable to 6/30/80
5 LIOL~ ~:J r.\GE u;;;5
123.37
240.55
22.87
23.11
364.16
425.04
6.17
521. 70
558.30
472.44
8.92
453.22
392.25
472.39
6.29
539.26
$ 6,039.76
341. 00
68.00
49.80
"
COUNTY OF DAUPHIN
)
) 55:
)
COMMONWEALTH OF PENNSYLVANIA
I hereby certify that on this 11 TiA.. day of
~
1981, before me that subscriber, a Notary Public in and for said
Commonwealth and County, personally appeared (Miss) E. Lopez, Trust
Officer of Dauphin Deposit Bank and Trust company, the above named
accountant, who being duly sworn according to law, deposes and says
that the foregoing is a true and correct account of all the rights,
goods, chattels and credits which came into the hands or possession
of Dauphin Deposit Bank and Trust Company, Executor as aforesaid, or
into the hands or possessions of any other person or persons for them.
The affiant further says that all persons claiming to be interested
in said estate, whether as creditors, legatees, next of kin or other-
wise, who gave written notice or such claims to Dauphin Deposit Bank
and Trust company, Executor as aforesaid, have been notified of the
filing of this account and the time and place where the same will be
presented for confirmation, as required by law and the rule of the
Court prescribed thereunder.
~JJ . ./
~y-
Sworn to and subscribed before
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