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HomeMy WebLinkAbout80-00449 ~ a '. ~ I . .. >4 ~ . ~ .. I i ~ ( tI.I I a m < i . Ilil . 5 11:I ~ ! I'J a ... < = - ......'00 0 .. . "- ~ ~ . J! ~ 0 ... .Z ali " .. ~-- I 11 89 4..19 No. .' PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of JOHN E. GARMAN , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. the Codicil to the Petltloner(s) iG (are) the executors named In tt1s,X.ast Will and Testament of John E. Garman dated Auqust 4, 196B, Decedent was a citizen of the United States and a resident of Mount HollY Sprinqs liol&OSbtifl (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on Si'lturc1ay the 28th day of ,'June A.D. 19...B.O.-. In the County of ~umberland ,Stateof -1',A. atlhe age of kyears. Decedent ~ll: (has not) been married and bas (has not) had children born to him M since the ex. ecutlon of the above described Will, Decedent was possessed of personal property to the value of undetermined and of real estate to the value of undetermined as near as can be ascertained; said real estate situated as follows 620 North Baltimore Avenue. Mount Hollv Sprinqs, cumberland County, PA. Therefore, your petitloner(s) respectfully apply~for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated July 2 , 19 BO. Name and address ~ ~ ~~ of Petltioner(s) Torn H. BJ.etsch, I J.rvJ.ne KOW Carlisle, PA. 17013 // /' Ii' /.// k' /;/? '--'Ray . Garman, 317 Sout ~PJ.tt St. Carlisle, PA. 17013 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j ss Torn H. Bietsch and Ray E. Garman, named in above application, being duly sworn statements set forth in this petition are true to the best of Sworn and subscribed before mC:.1 July 2 19 Jill.. ,/,7(~ ~. ~~) eglster 15fl!iJ I Filed: July 7, 1980 Attorney Bietsch (Tom H. & MOrgentha~ Bietsch) :;~"&;&. t , ' .. " II 1\ Ii I 1\ !I I, JOHN E. GNH1AN, of the 110rough of Hount 1Iolly Springs, I: Cumberland County, Pennsylvani n, decJ.are this instrument to be my IJ\ST WILL AW) TES'l'NU';NT OF JOliN E. GAHHAN will And Testament, in manner and fonn fonowing: :i I. I: Last 1\ Ii I' Ii fore 1. I herehy expressly revoke all Wills and Codicils hereto- made by me. ;! it 2. I hereby direct my ICxecutors to pny all my just debts, !I Ii funeral and administrative expenses out of my estate, as soon as :i II Ii practicable after my denth. II :i 3. I give and bequeath to oliver Gitt, my 21 jewel Hamilton I', " I! pocket watch. 11 j. il 4. I give and be'1ueath to Dauphin Deposit Trust Company, :; iI ilCarlisle, Pennsylvania, the sum of Five Hundred Dollars ($500.00), !I I, IN TRUST, to invest and keep inve sted, and to collect and apply the " :\ income therefroM to the care, maintenance, and preservation of my I, !i two cemetery lots (Nos. 410 and 411, Section C) and also the cemete y i\ lots where William E. Garman amI wife, George W. Harman and lvife, \1 Ii and Herbert Harman, and wife, are interred; all of which lots are 'oi II situate in Hount Holly Springs Cemetery, }lount Holly Springs, Penn- " i! 1 . il sy vam.a. il I' il " I, II Carlisle, Pennsylvania, the SUM of Five Thousand Dollars ($5000.00) " " ii !,I IN TRUST, to invest and keep invested, aml to collcct and pay the d ii income therefrom annually to Hethodist Episcopal Ghurch, of Mount iI ,IHolly Springs, Pennsylvania, for use in defraying operating expense. j: :1 5. I give and bequeath to Dauphin Depos it Trust Compan~T, 6. I direct that the remainder of my estate shall be convert d : \' into cash; and I r;i ve and bequeath the same in equal shares to :.:Annie S. Raudabaugh, l1ertha Shetron, Emma Fry, Hinnie Otto, Cora I Carr, nenjamin Gannan, Ray Garman, Martha Paxton and E~a G. Seal; i: and to the issue, pe r stirpes, of any who are deceased; except the " I'shal'c of Bertha Shetron, which shall lapse if she fai.ls to survive ;1 :i i CODICIL CUMBERLAND COUNTY, ss: This ............~~.~".................."... day of ...............i!.~~y.!....~~,~.~! ...."..................... ~lD.j(llll6r;...."., bcfore me .................M~.1';Y...!',..~w.ia..........................".................... Registcr for thc Probate of Wills and granting letters of Administration in and for said County of Cumbcrland, in the Common- wealth of Pennsylvania, personally came .. .~().Il1.):!.,...~J~:t;.,i?~.l:\..~n4...):3.Mj:;))'...Q.,....~~!'l.j:;.!?9.0.,......... ............................the subscribing witnesses to the foregoing instrument of writing purporting to be a ....1?9.+.~.......codici1 to the last Will and Testament of .....o!.9))..!L~.,.. ;;!::\!:m~.I:I..................................... Dated .?!Dil.7..~.........late of...MRJ.l.nt..Jl.o.U.y....s.pr.i.ngs...Bo.rO.ugb,cumberland County, Penna" deceased who being duly ...s~ox:n..... according to law, depose and say, that th~Y...w.~1:.epresent, saw and heard the testa:!;.'?);'.......... ........J.QO.n..~,....G;u:man..............sign, seal, publish, pronounce and declare the said instrument of writing as and for a ..!?9.;J,,~. codicil to h,:j..~. ......Testament and Last Will, and at the time of so doing ...he.........was of sound and disposing mind, memory and un- derstanding, to the best of ..t.h.l?i,);".. knowledge, observation and belief. Sworn and subscribed before ....~....ld..~.......................... T9J~', Bietsqh . . .......1(~ft.~....~~-:~~\.................................... ............................................ /A, @J. , ...--:/Jf~.........:...*~.... RegIster. ................................................................................. .1R3 " . ' OATH m' SUHSCRIIIING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND This 'nd day of July A.D..1980 , bcfore me, Register for thc Probate of Wills and granting Icllers <?fJAdministration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came Tom H.' Bietsch and Ruth D, Bietsch the subscribing witnesses to the foregoing instrumcnt of writirog purporting to be the la,t Will and T~siamcnt of John E. Garman Dated _ August 4, 1968, late of Mount Holly Springs Borouqh. Cumbcrland County Pa., dcceascd who being duly "worn according to law, depose and say, that they were prcscnt, and saw and hcard the tcsta tor, John E. Garman sign, seal, publish, pronouncc and declare th~ said \..~ ... instrument ~f writing as and for h i" Testament and Last Will, and at the time of so doing he was of sound and disposing mind memory and understanding, to the bcst of their knowledge, observation and bclief. \/1 . -J- A Sworn and subseribcd before ~ ) J ,~ Tom H. Bietsch 1J(iUl ~. p Register -) -} }~;~ ~ ~;~'~~h'A AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND \ , ' Ray E. Garman being duly sworn says that as nearly as can be ascertainecl the said decedent John E. Garman died on saturdav the 28th day of at or about 11 :] 0 o'clock, ~M. Sworn and subscribed this 2nd day of July June A,D., 19..!iQ.., 19, 80 ,before ~. 71?p'l f2'1/U'~~ ~~~- RyE. Garman Registcr /~~(1 OATH OF PERSONAL REPRESENTATIVE , . COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, thc Register for the Probate of Wills and granting of Lclters of Adl11inistration in and for the County of Cumberland, personally came Tom H. Bietsch and Ray E. Garman, who, being duly swo rn , do depose and say that as Executors of the last Will and Tcstament of John E. Garman deceased they will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn and subscribed before me. ~)d~ ~H~~~_9L_ Rayft. Garman 1Y;:A ,.(!. 1ewJD. 1'~ ~ Register Rlqjlstorx :..; o~ :Q) co: Ul :os '" :Q) ""f :u :Q) :0 1"1: LL co: 0 ~ *; ..!ol l"-l en: ...J ..: g ~: t.!l ~ >,~ ~ ~: ...J - .-I: I: - .. ::I: ~ 0: ~ .~ U: - ::: ~: ~ co: ~ Z E-<: '0' l:: Iill ~l p:: .~ 1'1: 0 "tl 0 ,.., Q) 0: ~ 'E co: ~OC) 0 ~: . u *: - $ Q) N ... ~ al ~ "tl - Z l:: ~ .~ r.<l os r.:.. Be it remembered that on the 7th day of DECREE July ,A.D.,19~, there was probated and recorded the last Will and Testament of Mount Holly Springs Borough John E. Garman late of Deceased. Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid. , Cumberland County, Pennsylvania, Torn H. Bietsch and Ray E. Garman. il~~ ..J v L;1)hAu (]. '7U/UJ ( tf Register' . REv.,n (8.78) COMMOHWEAL TH OF PENNSYLVANIA OEPARTMEHT OF REVENUE BUREAU OF FIELO OPERATIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT *~ DATE __J~Y..tS_1 1980 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode lor COlsent to the transfer 01 the lollowing securities of 0 Pennsylvania Corporation or 0 Notional Bonking P,ssociation located in Pennsylvania: (0) 211 (b) Dauphin Deposit Ban_k and Trus..!:_<::~ll\J'_a_'!Y.(cLuComll1.o.L- (NOTE: In describing securities enter in (a), 00 Ole, either the number of shores of stock or the face amount 01 registered bonds, in (b), the nome of the issuing company ond in (c) the closs 01 stock or the stoted interest rote and maturity dote 01 registered bonds.) 10/20/72 ISSUED ON 8/15/63 to / ,and having 0 TOTAL MARKET VALUE OF S.6.1.5.4.1../_Q..(t (Da'o) os 01 the dote 01 death 01 the decedent, .:rohn F.. Garman on June 28, 1980, ____..__.__f (Nome of Docedent) {Date of doath} who was lote 01 620 N. Baltimore Ave., Mount 1l011Y_fl!'rJ!!.ql'l,_c:l,l!Ilbet:1!\nd, 'Pl>.. (Street and Number) (Post Office) (County) (State) The securities ore registered os lollows: John E. Gaman ~~~q~ EXECUTOR S ) (Nome or names in which certificates arc registered) Tom H. Dietsch 722 W. South St., Carlisle, PA. 17013 Ray E. Garman 317 S. ..Pit;.!: St., Carlisle, PI\.. 17013 (Namo) '\:').. )Wd!~ "~ NAME OF APPLICANT ~~)""L~ . -- - . COUNTY FILE NUMBER~I-g-o ~ ,+1-(9 ADDRESS OF APPLICANT 2.J.~--~-1- " - I ~, BUREAU FILE NUMBER SIGNATURE OF APPLICANT ----.------. 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. - COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE G CONSENT TO TRANSFER SECURITIES ~ i) I. It/OJl DATE_ tk ~J{/ I hereby consent to the transler 01 the "bove securities now registered in the nome 01 th lor~ Decedeot and waive the Ii ling 01 0 certificate certi/ying to the payment 01 the tronsler inheritonce tox to which the property 01 said Decedent is mode subject pursuant to the provisions of the Act 01 June 20, 1919, P.L. 521, os amended and the Act of June 15,1961, P.L. 373, os amended. This is 0150 in accordance with the provisions 01 the Act of April 9, 1929, P.L. 343. This Consent to Transfer the ~erein described property ope roles only in reference to the estate of the above-named Decedent. w.. ~~~ (';1;.) '" 'O"lf~\, ~, t'~"::~~',l;J ~:1..,,~.,.\ti"'.u,t.- Signedfo the Secretory o.f R?venue '.. 4;/ ~ / ,'J ~ . l.../ " {.. ,_. By _._j)IL'lY- (!... _, .. (;t.d-.-- ~. ) (S;,,yr,,,,, " 1-./ .v. I !!, _~f':'d"v llL-Jn.l~j,'/:,,::.~_. ~,c) (County) i. REV.!:I17 18.76) COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF FIELO OPERA TIONS APPLICATION FOR AND CONSENT 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 far coosent to the transfer of the fallowing securities of 0 Pennsylvania Corporation or a National Banking Association located in Pennsylvanio: DA TE1!Q:'J'.llrnhl!T.' (a) 37 (b) Dauphin DepOsit Corporation _._~._.~____(c)S9~I!\!TI.QIl (NOTE: In describing securities enter in (a). ab Ole, either the numbor of shores of stock or the foce omounl of registered bonds, in (b), Ihe name of the issuing compony ond in (c) the closs of stock or the sfoted interest rate and maturity date of registered bonds.) ISSUED ON November 19, 199~nd having a TOTAL MARKET VALUE OF S!.'_~~O.OO (Date) as of Ihe dale of death of the decedent, John E. c; arman (Nome of Decedent) on June 28, 1980 ----, (Oule of death) who was late of 620 N. Baltimore Avenue, Mount Holly._.!'!p-E_ingsL_~~erlan_d, PA. (Street and Number) (Past Office) (County) (State) The securities are registered as follows: John E. Ga.rman (Name or names in which certificates are registored) C/O Tom ll. Bietsch 7 ~Irvine Row, Carlisle, PA. 17013 (Address) NAME OF APPLICANT Tom H. Bietsch -~ -i -liV'[ne Row COUNTY FILE NUMBER 21-80-449 ADDRESS OF APPLICANT .....cadi$.l.e-l_li'fu__J:'-O~3 BUREAU FILE NUMBER SIGNATURE OF APPLICANT ~__1J. ~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. f,".I4I~lI'~~ EXECUTOR S ) Ray E. Garman Tom H. Bietsch (Name) COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES ~ __ /},j- /4f(1 DATE__a~' I hereby consent to the Ironsfer of the above securities now registered in the nome of the 0 oresaid Decedent and waive the filing of a certificate certifying 10 the payment of the Ironsfer inheritance tox to which the property of said Decedent is made subjecl pursuont to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended, This is also in occordonce with the provisions of the Act of April 9, 1929, P.L. 343. This Consent 10 Transfer the ~erein described property operotes only in reference to the estole of the obove-nomed Decedent. ~~!o.. ~~~ I.~.~ xv ',Iff " "l . 12~;\' ,t\ :.I~t.~~fi.hP~,t Signed f~r the Secretory of Revenue ~/h' a f J By~.:','j{~!.t---~~'_n _.eLoC ~)\;g$~ : .... ''G&-t:.4 ,J &t??t&-.tkd.._ ( ItJ.1 (CoUllty) V '"' ~ c:~ ",'" ~;u ""r<1 ct:>-: C'Jn ,.,,' B u;~ ",0 -to ,-'" ",,'Tl r-~ N ,.,c z)> CO -.6 ''':z: .;.." n . J::o .,~ t?tn '.:~ ~~, n \0 "" ;;JCl :il -,~ " ..- ":'1 '" C"'- < . .<:: ..I 01 0( . ::l :t Id; . 0 ... ~~ fit;., . o tIl '1:l . Z .. fit Iii Itl 8' Q) tJ' \II ~ 0 .~ p< en tIl tIl ~ ... o Q)'M III fit Cl ~ .. P .... 1":>'<:: ;., .Q) II: !( o ~ 0><1 oIJ p..:>t u . a: -< U80 '" UlolJQ) .<:: o ~ Wa.. Ul~'f 04-1 S::'1:l u ~ ~ Z . o :>t::l tIl - III Z > ... ~O..-l fit ..-10 . oIJ <IS ~ !tIl UN 8Q)..-IUlll Q) S .. ::i tI: Id; oIJ 0 'M 'M :t a: , ~O . 8llltI:'1:lS:: Itl < O~~ Ul ..-I s:: III U U fit +'llli> . UI lfitp'lfit ",':::::r-1~ tI: fit~::l;.,:>t ... tI:fit8 tI: Oaltll i;! \II 8~ES 8 ::E:~~ 0 - 8 III ZPUl ZId;4-I::l Q) . HUrL! H~OUP< , '. , IN THE ESTATE OF JOHN E. GARMAN, late of the Borough of Mount Holly Springs, Cumberland County, Pennsylvania, deceased .. IN THE ORPHANS COURT OF .. CUMBERLAND COUNTY, PENNSYLVANIA. .. ESTATE NO. 21-80-449 Dauphin Deposit Bank and Trust Company, formerly Dauphin Deposit Trust Company, of the City of Harrisburg, Dauphin County, Pennsylvania, and the Borough of Carlisle, Cumberland County, Pennsylvania, hereby disclaims the bequests to it in trust of the sums of Five Hundred Dollars ($500.00) and Five Thousand Dollars ($5,000.00) as provided in Paragraphs 4 and 5 respectively in the Last Will and Testament of John E. Garman, deceased; and declines to accept said trusts as therein provided. WITNESS the execution hereof this 23 day of July, 1980. ATTEST: '? I BY: DAUPHIN DEPOSIT BANK AND TRUST COMPANY, formerly Dauphin Deposit Trust Company h~i~1 )f; g:~ft A"illInt 1'''1 Officor .... ROBERT M. leER, JR. : Vl~~, PRESIDENT .kCA.,rARY CO~lliONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN n :: On this, the "1 3 ~ day of July, 1980, before me, the under- 'I signed officer, personally appeared William M. Bridge, who i!acknowledged himself to be Assistant Trust Officer of Dauphin iiDeposit Bank and Trust Company, formerly Dauphin Deposit Trust i: Company, a corporation, and that he as such Assistant Trust '!Officer, being authorized to do so, executed the foregoing ::instrument for the purposes therein contained by signing the name :iof the corporation by himself as Assistant Trust Officer. Ii IN WITNESS WHEREOF, I hereunto set my hand and official i 1 .....\.:".,...., sea . " - II 'I' '. ,,' ..~..\ ," .'(~/"" , ....,...:: ,I, :. . . . ~ .~..t~:'. /" '!f1""" ,...... ",,' A//1/ . "-:..:..'.,i\.:J''..l...;,':-t1;'I/:;.:,...... , '- wl....... 'V ' " ',' fi'..-oJ - - rl I' ~.. ,'" / ,,,,*1.;. 1/= · ; '-' "OV"-?;':, , ~ Elii~,h I. O~n\~,,1f'liW~ubr,, '~r .{o~rll;pn 1f~I'r,' A~"iJ .i~. 19S' 0" I. t"'. . c'" ....~I!'i':tlLt., P.,'" I' \ \ O~.lA;I'\,;n (~ "'", ~\' P ./ .......11.;\\.'... : I (SEAL) BOOK 107 t'hCE ',;6 , , i I I I I I I I I I I I~ I I i p -,~ ---.,.--. --:--",.., ~ - ~-_. " .~-...w ' '. J ~il< '~OJ<~81q~~~~,\;O':':':"" .,' 'co MONWEALTtt OF PENNSVLVANIA' d~O, ,,\1:,', ',1 ,DEPARTMENT OF REVENUE , ~~~ ~,~, ,i,;~;:\1t,Wt\;/~, <,\~~~ICIAL RECEIPT. PEN_~SYL\iANIA INHERITANCE AN~_ESTATE TAX i RECEIVED -----------..:IUA..._ 'l'NOII$IAID-'IWQ' NllHDNltL.J'.uTY DOLLhU---~______ If representing Pennsyl,anla Inh.rllance or ~ From: ...- ... At ..,....., "q. E,tole To, due from Ihe fallowing e,lale: ~ Jdress i I "', ~ ...... dollars 7 Irvine lOw 2f,'t Toll' on $ I l!...U..1., ... 170U__ 6% fax on $ $ 21-80-441 Dale of Death_ 6-28-1t8lL 15'1c TOle on $ $ Dote of Payment a-"t._","", " 1180 % la, on S Estate Tax, ACf of May 7, 1927 $ I Nome of Decedent .101Dr I. tMllIII'" $ County C'-"'"r1and TOTAL TAX CREDIT less five perccntum of lax If paid within three months after dale of dealh Plus Interest at the rale of _%from to $ loG,lie.IS emorks: ".Am 011 ACCOtnfl''' $ ..1.. CIA $ TI'OO~[p[L~@illlJrn SEA l TOTAl AMOUNT PAID $ 14.250.00 NOTE: Thi. Triplicate Receipt to be retained for aUdit purpo.... I Received by NOTE: In ocelpllng the trond.r lnh.rllonc. lax an fulur. 'lIotOl, prior 10 tho d.oth of th. lif. t.nonl or I.nonl for y.ars, os oyld.nced by Ihls receipt, it Is und.rstood thor the Comnlon'Noollh sholl 1'101 b. pr.c1ud.d or pr,yonl.d from herealrer au.ulng addlllonol Inh.tilanC8 lox ollho doa!h of Ih. 1If. l.nonYor lenonl for y.ors when.yor II oppears thot luch oddillonoltax may b. log ally due and collectible fot any t.ason whatsoever, .-.------------------------------- --------.--------.. ~ ..I . 8 0( r....x: . :J: 0~r<1 tJ I- E-lr<1S3 IL, . Z III tr.P< 0 tJ1 1II ~ 0 p 0 0 lJl o ,Ij ~ r<1 Cl .:l ~.~ U>< ~ n: " 0 . E~ r.. 0 , o ~ a: <( " 150 r<1 .<:: '" ad D.. . Ul Ul 0 U ,,~~w ~Or<1":'" lJl z. ~... UE-lr<1'" ~ 4J ..x:U'" Q) <il = - III o l'o J ~OE-l.r<1 I ~ .,; :J: S a: ~UlOO Pl 0r<1 IX) GO :;: .<( r<1 r<1~~ 0 . 0 'U H :Il Ul :Ilr<1:Il N j E'< I- E-l~E-l . H ~ 1II E-I - ZPZ..x:O r<1 E-l III HUHt:1Z 'rt) III ii Ii Ii ., I' q q I :! " II I !! i\ I, il n 1! I' 1 " ,I Ii ij " " ., )! ,I ;1 , 'I !i il I, !1 1\ )1 I' I ~ I' ,I d i! !i I' " II .. .. !j Ii II ;i .1 II ~ 1 iI " ,I " , I' ,. 1: !' IN THE ORPHANS' COURT OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE ESTATE OF JOHN E. GAR~N, DECEASED NO. 21-80-449 ORDER OF COURT AND NOW, rfv~ "z.,J 1980, at o'clock .M., upon consideration of the foregoing petition and on motion of Tom H. Bietsch, one of the Petitioners, the legacies of Five Hundred Dollars ($500.00) in trust, for the benefit of Mount Holly Springs Cemetery,' and Five Thousand Dollars ($5,000.00) in trust, for the benefit of Wesley united Methodist Church, in paragraphs 4 and 5 of the Last Will and Testament of John E. Garman, deceased, are hereby authorized and directed to be paid directly to said legatees, free of trust, for the purposes set forth in said Last Nill and Testament. By the Court, y~~ DO OK 107 t'i,~E 'i 15 IN THE ESTATE OF JOHN E. GARMAN, late of the Borough of Mount Holly Springs, Cumberland County, Pennsylvania, deceased .. IN THE ORPHANS COURT OF .. CUMBERLAND COUNTY, PENNSYLVANIA ., ESTATE NO. 21-80-449 . . . . Dauphin Deposit Bank and Trust Company, formerly Dauphin Deposit Trust company, of the City of Harrisburg, Dauphin County, Pennsylvania, and the Borough of Carlisle, Cumberland County, Pennsylvania, hereby disclaims the bequests to it in trust of the sums of Five Hundred Dollars ($500.00) and Five Thousand Dollars ($5,000.00) as provided in Paragraphs 4 and 5 respectively in the Last Will and Testament of John E. Garman, deceased; and declines to accept said trusts as therein provided. WITNESS the execution hereof this 2 ~ day of July, 1980. DAUPHIN DEPOSIT BANK AND TRUST CmiPANY, formerly Dauphin Deoosi t Trust company " /. . '"' "/;;1/:' .>/ ..<./<.',...1 ""I /11 ./ J-.. r'ft BY: ATTEST: ~ I A$llIt.MJI rrltSt ONIC"t ROBmT M. leER, JR. . VI~l. PRESIDENT akcfll.TARY COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN On this, the .i ..I,.: day of July, 1980, before me, the under- signed officer, personally appeared william M. Bridge, who acknowledged himself to be Assistant Trust Officer of Dauphin Deposit Bank and Trust company, formerly Dauphin Deposit Trust Company, a corporation, and that he as such Assistant Trust Officer, being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing the name of the corporation by himself as Assistant Trust Officer. IN WITNESS WHEREOF, I hereunto set my hand and official seal. /: l:f' ,(Z./~\..,_ . 'J~ / (' ,. . /'b2J...._A " (SEAL) Elillb.l~ I. 8mh. N,t,fY hbr" MW Com",;\\':l1'l h;ti", 1;llil '1:1. lQU ~",!li~~"'Q, PI, o.u,lh.n CowrAf EXHIBIT "A" PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RU!!!lli Section 701 of the Inheritance and Estate Tax Act of 1961 provides thallhe following persons shall prepme and file a return: a, The personal representative ollhe estate of the decedent as to property of the decedent administered hy him and such additional properly which is or may be subject to Inheritance Tax 01 which he/she sh,di have or acqui re knowl edge; b. The transferee of property upon the transler 01 which InhCiitance Tax is or II18Y be imposed by the 1961 Statute, including a trustee 01 property transferred inlfllsl, providetllhalno separate relurn lIeed be made by lhe tmllsferee of property included in the return of a personal representalive. 2, PLACE FOR FILING The return is to be filed io duplicate w:th Ihe Register of Wills 01 the county wherein the decedent resided. 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO 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 dehts of like amount are recoverable hy law." 5. TAX RATES Inheritance Tax is payable at the mte of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandp,uent, sOIl.in-law 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. loterest at the rate of 6% per anoum 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, are a lien upon 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. FILING OF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, 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. R'EV.451 (l.OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions 011 Rovursu SiulJ) Estate of JOHN E. GARMAN ITEM NO. UNIT VALUE DESCRIPTION 1. Cash. 2. Checking Account No. 36-35-5852, Dauphin Deposit Bank and Trust Company, Carlisle, PA. 3. Savings Account No. 06-7-0108-6, Dauphin Deposit Bank and Trust Company, Carlisle, PA. 4. Savings Account No. 06-60415-3, Dauphin Deposit Bank and Trust Company, Carlisle, PA. A. Accrued Interest on Item No.4. 5. Savings Certificate No. 02-680684, Cumber and Valley Savings and Loan Association, Carlisle, PA. A. Accrued Interest on Item No.5. 6. Savings Certificate No. 02-682312, Cumber and Valley Savings and Loan Association, Carlisle, PA. A. Accrued Interest on Item No.6. 7. Savings Certificate No. 01-09693550, Cumb rland Valley Savings and Loan Association, Carlisle, PA. A. Accrued Interest on Item No.7. 8. Savings Account No. 001-00-06998, formerl Savings Certificate No. 127274, State Cap'tal Savings and Loan Association, Harrisburg, PA. 9. Series "E" U.S. Government Bonds in the denominations and with issue dates as fol ows: A. $50.00 - December 1944. B. $50.00 - December 1944. C. $50.00 - December 1945. D. $25.00 - December 1945. 10. 248' shares of common stock of Dauphin Dep i?it .11, Corporation at ''32.0qJ A. Dividend on Item No. 10. l2llVshares of Delaware Fund, Inc., at l12vshares of General Public utilities Corp. at 11. 12. 13d~ J 3.43) 5.9375 ESTIMATED MARKET VALUE 13 .94 312.61 711. 78 4,688.62 60.12 5,000.00 145.82 5,000.00 145.82 6,000.00 237.04 500.00 154.10 154.10 150.54 75.27 6,936.0~ 148.80 (16,263.73) 665.00 '* DEPARTMENT VALUATION (OFFICIAL USE ONL YJ '1(,St,oO ,'/ .30(J,d)~ -j QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) No 2. Did decedent, within two years of death, transfer property from himself! herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) ~ 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. 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".) Nn 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".) N/A 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".) ~ b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No" ,) Nn G. 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".) Nn 8. Did decedent, at any time, transfer property, the baleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" 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".) N/A / / ~EV~4~3 (8~7B' CO~IItONWEALTII OF PENNSYLVA:oIIA TRANSFER INIIEIUTANCE TAX RESIUENT DECEDENT SCIIEUUL!; "U" nENEFICIAIlIES - -------.--.. __'_.__+'_"__'.'_.4_ ._.-~- ... _"_______h BENEFICIAllIES AND ADDRE'iSFS RELATIONSIIIP (Slute full numt'S and addresses of nil who (If stt.p"dti1dren or SURVIVED !lATE INTElIEST OF have an inlcrest, veswd, conringenr or Olht'f. iJJL.'lo!ilim:Jtc childwll DECEDENT OF BENEFICIARY wise, in CNtlltC) arc il1\'lllvctl, set STATE YE.."i IHRTII IN ESTATE fuuli this fact,) Oil I'll - Mount Holly Cemeterv Association $500.00 Mount Holly Springs, PA. 17065 -. Wesley United Methodist Church, f rmerlv Methodist Episcopal C urch .22...200.00 Mount Holly Sorings, PA. 17065 . - Lois DeVenney, 220 N. College St. Class B Yes 1/48th of residue - +- Carlisle. PA. 17013 Lee. H. DeVenney, 203 McLand Rd. Class B Yes Il/48th of residue Mount Holly Springs, PA. 17065 - -.- Donald Snvder. 30 Santa Rita Ave. Class B Yes 1/96th of residue .' San Francisco California 94116 Geore:e W. Snyder . Jr. . R.D. 1 C10es B Yes 1/96th of residue Box l46C, Newville, PA. 17241 . . 1/96th Maxine Il aenfri tz 929 Connet St. Class B Yes of residue Fairbanks. Alaska 99701 . 1/96th of Diane Gries R.D. 2 Mount View Class B Yes -- - residue '- Ave.. Wallkil1, New York 12589 Ruth Cornman 9290 Bloomfield Ave Class B Yes .1I24th of residue Lake Park, Florida 33403 I - - Mae B. Nelson, 687 Hamil ton St. Class B Yes 1/56th of residue ._- Carlisle, PA. 17013 - .--.--.-...--.--.-.---- _ _"_"'_ _._..___._.._____._..____._J__ ..____.._______.. _.._______n ..---- ---- .........__.__. .._._._________.4.~ ..___.._ .._._.___..______..~_... ..~__"_ ...__________..... .-.-. . ----..-.-.----.-.--.-..-.....---...-..- ~ SVl:J g:t ~ ~. C 'C ~ e ....U :3 .50.0 ~ E U 10" 00:0 - - " :::l VI ~ U C 0 " E 0. X IlJ !::! cz:: SUMMAR Y Real Property Personal Property Transrcrs (Seh. "A") (Seh. UB") (Seh, "C") r"os. Taxable E.lale , i I I i j' I .... '0 ~ Z u " l.IJ ~ u ::;: . ?- u l.IJ U '" " -' - Q -< ..: V> c;: u.. .:: :< Cl. 0 c '" Cl. . Q. u ..: "l.IJ , Q. -= l.IJ -=.... " -< 0 .... ......: , ::c ......... c 0 Z c .... c Z .~ 0", " u.. l.IJ Q. -< .. 0 ~ I- 0 '" .::l c;: -5 0 - l.IJ Q. " . ~ .... w - u '" .... ~ ~ '" c '2 < ~ c - 's ::;: 0 ~. 0 " c E :="0 ;:; c E ==~ 0 0 -I U U (!) (As Reported) $ $ .$ $ $ $-... (2) (As Determiaed) $ $ $ $ $ $ ~ B Vl ~ ~< ~ ),. '" l/l" c '22 e .... ~ =' e- - ,,0.0 .otev , 0 . I-C);' S... QJ = ~ ~ v = ~ QJ e g, >< ~ ::! " Real Property Personal Properly Transfers SlIMMAIn' (Seh. "A") (Seh. liB") (Seh, Ue") -- -- Gross T.xable Estate .<:: tl' ;:l 0 k 0 l- ~ ... Z "0 tIl " ~ " ~ ~ tl' :>< ::;; " ~ " ~ v 'M ~ k ..1 - Cl -< "-0: 0.. e<: i Ul on c.. to. 'tl ,;! :;;: c.. 0 >> J:: 0 " -0: ,,~ .-i nl " Q. " > Q. .c ~ .cl- r<: .-i ~ >, -< 0 l- l--o: t!l 0 k <- Z c ;l: ~l- ;l: Q) 0 0 l- . ~ 0 % ,~ 0", ~ to. ~ ~ .jJ 0- -< '" 0 s:: ;:l ~ to- .S $ ;:l u 0 " e<: ~ -5 0 ~ ~ 0 .. ;; 0- ... l- ..., Ul ~ ~ '" l- ~ ~ " '" 0 -0: ~ 0 - 'S ::;; 0 ~. 0 ~ 0 e :-::"'C ;; = e ::::< 0 0 ..1 U u !i (l) (As Reported) 44.000.00 83,442.93 none $ $ $ $ $ dd1.d42.93 (2) (As Determilled) $ $ $ $ $ $ riEV.4!t4 (l.80) COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT SCHEDULE HE" JOINTL Y OWNED PROPERTY '* ..... , ", , . '.. ~ (Instructions on Revt-!rse Sidl~) Estate of JOHN E. GARMAN TOTAL PE VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET C DECEDENT'S VALUATIOI~ NO. VALUE E INTEREST IOffici.1! U,,,, Only) N T NONE - .... .. TOTAL THIS PAGE NONE Nc'n.u .4~ INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Soth tangible and intangible property are to be included. List roal estate first. 1. Describe all real property as indicated in the instructions for Schedule "A". Describe all p'Jrsonal property as indicated in the instructions for Schedule "S", Include the name, address and relationship to the decedent of the co.owner (s) and the date the ioint 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. c '"" t:l (') ;>> rn ;J> :g Z ;>> 0 0 t:l U1 0 ~ (') c. I:) -i Z "" Z t'"' tTl tTl :r, Z ;>> 9 - 9 t'"' ;0 Z z Z tTl -i rn -i 9 -i ><: tTl - 9 U1 U1 % 0 U1 0 -i 1. '<. 0 .." .." ;0 ~ c. ':'-~ ;sit I ~ 0 I...,; .." (I. "" c.' - .." G.: 0.. ~r.8 0 - ll..H ZQ I z Q 0" 0 <(-. ;J> 0(,": <""I :x:;;'i t'"' WI,: g"...J ClI- o- ocr: C o:;v'; t.:l <:::> iW U1 oa 'Gco tTl "'w ;.~:r: ~a: 0 w:J 0 ~ j.> Z U t'"' ><: -< -< ~ tTl tTl ;J> :>- ;0 ;0 * .-i ~ ~ ~ ~ < z ~ ~ i 0 >- ~ III 1l ::l ...l CO . M < r&l ,.. - '" ~ z ! 1 .-i .-i l<< 0 l<< ~ t,) 0 ei ~ ~ ~ .... 0 III 0 z ei III III >- r- ei - ~ z ~ ~ r- ~ z z ::l ei ~ ei ~ ?5 ::<: ~ z z 0 u ~ ~ - ~ III ~ 8 0 ;S z ~ ~ 0 ::i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J 55: ________ .____ ____~o~.I:I_~ m13.:!:.etsc:h~n_~_ Ray" u];:.:__~arman ,.-.----------------. boing duly __S1'lQ.!;.D.----.---- according to law, doposes and says that m.._tb~y_~_e__t.\1Jl.__.__ _._.._____..__J;;~_e_Q~j:.QrlL-.- ___mum_om. of tho Estato of John E. G~rman lato of Mount Holly Sprinqs Borough , Cumberland County, Po., deceased and that the within is an inventory modo by _u", .._ ____._._ th~!1L__ .___ -.----.---, the said Executors - of the ontire eshte of said decedent, consjsting of all the personal prop.r1y and roal estate, except real ostote outsido the Commonwealth of Ponnsylvania, and that the figuros opposite each item of tho ~ven~\y rep/l"sent it's fair valuo as of the dato of docedent's death. ~ \:l ~ Sworn _and subscribed before me, \ &Z7~4/\ ('>-, -1_ \ 3 Ex",!o, . ~dnWlHMDIl '--- '-J ~A:..<o ~./V 0 317 S. pitt st. / J . _car1isl~1 PA. 17013 7 Irvine Row Carlisle, FA. 17013 J,Al'o .oF E. Hr.~T7IFR, "IOT/'RY pi 'RUe ",,~'b(~rl(md Counly Corl isle, Pi\' My Commission Expires January 27, 1983 Address Date of Death _._..-2Jl..th- Ooy June Month 1980 Year INSTRUCTIONS I. An inventory must be filed within three months alter appointment of personal representative. 2. A supplement invontory must be filed within thirty day' of discovery of additional assets. 3. Additional sheets may be attached a, to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. .c: Ol ::l 0 l-I 0 III Ul al Ol "" s:: 'M -ti 8 >- l-I w 0. . .... ~ . ~ ~ ~ Ul . \"oJ '" w . <;il ... a.. I- >- u 0 0 Vl . . . tl ... W 0:: W .-i 0 ''Q) I l- X a.. u. ..: .-i .; '.~ 0 Z I- -' l!l 0 <( 0 Q. 0 <Xl U. -' :r: .rei :l: W <( W "1 I > 0 0:: ~\ i '1I'l <( .-i Z +> c N Z 0 0 s:: = . ci \\ - Vl Z ::l 0 :r: 0:: SJ, () z w <( ~ ... a.. g\ "'0 S c 0 . - ;: Eo< 0 . ..0 -" . E "'0 + ..! 0 . = 0 -' () i.i: CD n 00 nr;; ",'" c-o "" ....'" :t~~ ",'" ",,' "" _0 r"'Ic!, C':I ",'" '" . - .....0 r;t/ 11VTl - " W ~lJ{J ==-~:&: ,.)> <::> ~t? 85 ",-" .. 0 v :~ c', ,,, r" .":..~ ., :, . c: - . " - . 1. 2. 3. 10. A. $50.00 - December 1944. B. $50.00 - December 1944. C. $50.00 - December 1945. D. $25.00 - December 1945. 248 shares of common stock of Dauphin Deposit corporation at 32.00 per share. A. Dividend on Item No. 11. 1211 shares of Delaware Fund, Inc., at 13.43 per share. 112 shares of General Public utilities Corp. at 5.9375 per share. 192 shares of common stock of International Minerals & Chemical Corp. at 33.4375 per share. A. Dividend on Item No. 14. 111 36 200 shares of Class A common stock of Pennram Motor Inns, Inc. worthl ss 19 shares of common stock of S. Carolina Electric & Gas 314 09 Co. at 16.5313 per share. A. Dividend on Item No. 16. Inter Vivos Trust with Dauphin Deposit Bank and Trust Company, Carlisle, PA., dated July 7, 1964. Northwestern Mutual Life Insurance Company, policy No. 1-039-238. Inventory of the real and personal estate of JOHN E. GAR~o\AN ______deceased. 4. Real Estate premises 620 North Baltimore Avenue, Mount Springs, PA. Cash. Checking Account No. 36-35-5852, Trust company, Carlisle, PA. Savings Account No. 06-7-0108-6, Dauphin Deposit Bank and Trust company, Carlisle, PA. Savings Account No. 06-60415-3, Dauphin Deposit Bank and Trust Company, Carlisle, PA. A. Accrued Interest on Item No.5. Savings Certificate No. 02-680684, Cumberland Valley Savings and Loan Association, Carlisle, PA. A. Accrued Interest on Item No.6. Savings certificate No. 02-682312, Cumberland Valley Savings and Loan Association, Carlisle, PA. A. Accrued Interest on Item No.7. Savings Certificate No. 01-09693550, Cumberland Valley Savings and Loan Association, Carlisle, PA. A. Accrued Interest on Item No.8. Savings Account No. 001-00-06998, formerly Savings Certificate No. 127274, State Capital Savings and Loan Association, Harrisburg, PA. Series "E" U.S. Government Bonds in the denominations and wit issue dates as follows: Dauphin Deposit Bank and 5. 6. 7 . 8 . 9. 11. 12. 13. 14. 15. 16. 17. 18. 19. Household furniture and furnishings. 20. Homewood Retirement Center, refund. 21. Medicare Reimbursements. 22. United Telephone Company of PA., refund. TOTAL 711 78 4,688 62 60 12 5,000 00 145 82 5,000 00 145 82 6,000 00 237 04 500 00 154 10 154 10 150 54 75 27 00 7,936 148 80 16,263 73 665 00 6,420 00 8 27 20,510 2l 1,047 06 6,245 45 121 20 295 40 6 60 127,442 93 RCC-3 (4-731 APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28, 19S6, P,L, 17S7, and Acl of Juno IS, 1961, P.L. 373, as amended) * COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application i. horeby filed for the opprovol of an oxemption from Pennsylvania Transfer Inheritonco Tax on the tron.fer of the property described belew: 1. Bureau File 11_~]._-:.?J!:412-.____. 2. Dote of Death .._ June2.8.,_.JJl89_....__. 3. Dote 01 Approval ~l:1L:f:J?k) Z,--/JiL- 4. Name 01 Decedent John E. Garman S. Th. Commonw.olth'. opproi..d volu. of the properly for which on exempli on i. claimed i. $ 5.000.00 (No Ie: Where Ih. properly i. olher Ihan a .pecilied amounl of co.h, Ihe exemption connol be approved unlil Ihe value of Ihe properly has been e'Iobli.hed by apprai.al by Ihe Commonwealth, excepl in Iha.e ca.e. where the amounl of Ihe gilt or beque.I repre..nl. a .Ioled fraclianal or percenlage porlion of Ihe enlire e.tole or the entire re.idue. In Iha.e ca.e. enter such fractional or percentage amount above). 6. Check Ihe manner in which Ihe Iron.fer woo effected and .ubmil a copy 01 the documenl authorizing Ihe Iron.fer, unl... .uch malerial has been previou.ly liled. WILL~ DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHER 0; (II ather, explain) 7. Correct Business Name and Address of Charitable Organization receiving property: NAME Wesley United Methodist Church. formerly Methodist Episcopal Church ADDRESS Mount Holly Springs. PA. 17065 o See listing on reverse side for additional chorilable arganizations covered. B. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. ~\J~ Signalure 01 Applicanl Addre.. of Applicanl 7 Irvine Row, Carlisle, PA. 17013 Thl. form mu.t be compl.t.d In trlpllcole and 011 th... copl.. d.llvo..d to the R.gl.... of Will. fa. the Counly In which the d.c.d.nt resld.d. o. In which I.tt... w.r. Issu.d lor 0 non.r..ld.nt d.c.d.nt'. ..tot.. If the d.c.d.nt wo. 0 non.resld.nl 01 P.nnsylvanla and I.tt.rs w.r. not Issu.d by a P.nn.ylvanla R.glst.r of Will., d.llv.r 011 thr.. copies to tho Dlreclor, Bur.ou of County ColI.ctlons. Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Po. Official Tille co-Executor Dale November 7. 1980 Do nal wrile below Ihl. line. For Official U.e Only APPROVED: Far Ihe Secrelory of Revenue REFERRED 10 Bureau Headquarters Approved 0 For Secrelory 01 Rev.nu. Denied' 0 :J l (S nolure olegi.ler 01 Will.) &/pnlx.-dAA<hL ~ (Counly) />-1.d?1ti<:{) 1" /tJ~() (Dol. of Approval) (Initial. of Regi.ler of Will.) (Authorized Signature) (Counly) (Titl.) (Dale of Reforrol) (Dole of Acllon) .. See reverse side for reasons MUST BE FILEO IN TRlnlCA 1'~ REV.455 (1.00) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT 7~l/ SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS -.E:E~,I)!~_l'!.9~~__21:-~,9-::t~2""_H_' H. " l~ ""* . ~- f, ,; - - J. . - . ~ }- \>pU-il.r;, a I / I , J). -.. \~\~.('c / G Estate of JOHN GARMAN Date of Death June 28, 1980 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: Claimant Claimant's Address ITEM NO. DATE NAME OF PAYEE Register of Wills Re ister of wills The Evenin Sentinel Law Journal Frank S. Br an M.D. Herbert P. Lenton M.D. Darr-Thumma Agency MG/1 Pharmacy Nelson I s Garage Metro olitan Edison S rJ,ng Borou h of Mount Holl I Suncrest Gardens Maxine Wetzel Oliver L. Gitt Annette Plank Commonwealth of PA. Ro Gottshall Ro Gottshall Robert & Chris Otto " Relationship to Decedent File No, REMARKS Letters Testamentar Short Certificates A erti in Lett r Advertisin Funeral Ex enses Death Certificates Statement ar Statement Statement Statement Statement Statement Statement Statements Water Sewer Statement Statement Statement Real Estate Taxes Realt Transfer Tax Auctioneer Advertisin~advanced Clerking Sale AMOUNr 59.00 2 18.00 18.00 2 452.00 18.00 85.50 50.00 20.2 224.00 26.00 108.54 6.05 76.37 85.29 20.00 130.00 636.00 129.2~ 440.00 1,204.00 209.00 250.00 GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 l11ay be claimed by a spouse of a decedent who died domiciied in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can ciaim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t: ." tl C'"'l > m ~ :s > 0 0 tl 'Jl Z C) C'"'l c: v ~ z :::: z != t:1 t:1 ::<: Z ::0 0 - 9 z Z t:1 -l t:1 Z 9 -l -< t'l - 9 'Jl 'Jl Z 0 'Jl 0 -l ":1 ::0 0 "tl ~ ~ 0 - "tl 0 "tl Z ?i - )> t"" c: 'Jl m 0 Z -< -< S; t:1 t:1 ~ > > ::0 ::0 11\1~TRIIr.T1nl\l~ FOR r:OMPI FTINr.: ~r:HFnllI F "F" " GENERAL INHERITANCE TAX INFORMATION Unsatisfied liilbilities incurred by the decedent prior to his/her deilth are deductible a\Jainst his/her taxable estate, In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees,fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker, All debts being clail11ed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. c '" 0 n 6 !Tl 6 ~ :>- 0 0 trJ Z Cl n c:: 0 ..., Z s: Z t'" !Tl !Tl :>; Z ;:<:I :> 9 - 9 t'" Z Z !Tl ..., !Tl ..., z 9 0 ..., -:: trJ !Tl - trJ Z 0 trJ 0 ..., 9 "rl "rl ;xl ~ ~ 0 "l:1 - "l:1 ,. 0 - ,-~: ' z n , , 0- u - ',.' "" ~nt~ :> -.., I.. :.i;:r.:l t'" (~- '. <:> 0 4~~ c:: oe.: ~ trJ l:.JL.: 11"-1 !Tl o' 0..: (:::0.: a::V: l:!:j OIJJ 0 OC::; '(J:) Z "'.... <'>w n.:- ~ l:1o:: C> I....I=> -:: -:: ~ -'w ~ <.> !Tl !Tl ~ >- ;xl INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the. remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed, 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5, Provide a brief explanation in the remarks column for each debt claimed, 6. Enter the al110unt of each debt being claimed, 7. The form must be signed by the person who has assumed the responsibility for paying the debts. INFORMATION To insure proper credit to your account, the name of the estate and file number should be cloarly print~ ad on the check or money order. This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P,S. 9 2465-708). To the extent that inheritance tax ;s paid within three (3) months after the death of the decedent. a discount of five (5) percent is allowed 172 P.S. 9 2485.716). 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) montl1s after the decedent's death (72 P.S. S 2485-711). Inheritance Tax on a future interest is payable within three (31 months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. S 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 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 1 (; 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 tnheritance and Estate Tax Act of 1961 (72 P.S. 9 2485-10011. Make check or 1110ney order payable to: "Register of Wills, Agent" Mail to the address listed below: 248 shares of common stock of Dauphin Deposit Corpora tion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 7 , 974 .00 1211 shares of Delaware Fund, Inc..................... 17,353.63 I 112 shares of General Public Utilities Corp........... 665.00 , , i ii 192 shares of COIlUTlon stock of International Hinera1s II & Chemical Corp..................................... ~ 1 :1 200 shares of Class A common stock of Penn ram Motor , I ,! :119 shares of COIlUTlon stock of S. Carolina Electric 'I :1 'I' Inter Vivos Trust with Dauphin Deposit Bank and Trust i Company, Carlisle, PA., dated July 7, 1964.......... Ii Household furniture and furnishings................... !i ,\JU1Y 11,1980: ii Medicare reimbursement................................ il 'I August 4, 1980: '! !\ Homewood Retirement Center, refund.................... I' ,I August 11, 1980: II :: united Telephone Company of PA., refund.... .., ........ il II August 22, 1980: II 11 Medicare reimbursement................................ i' il August 25, 1980: il Northwestern l1utual Life Insurance Company, Policy I'; No. 1-0390238....................................... 'I :1 " " 8,628.50 Inns, Inc............................................ worthless & Gas Co............................................ 301.63 20,510.21 6,245.45 94.00 121. 20 6.60 201. 40 1,047.06 TOTAL...................$ 85,909.64 II ,I I 'I The " " personal INCOME OF PERSONAL ESTATE Accountants charge themselves with items of income of estate received by them as follows: - 2 - '.'/ 6o~ Borough of Mount Holly Springs, Water, Sewer & Trash, statement.................................... $ Suncrest Gardens, statement........................... Maxine Wetzel, s ta temen t. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oliver L. Gitt, statement............................. Annette Plank, Real Estate Taxes...................... , Commonwealth of PA., Realty Transfer Tax.............. II Roy Gottshall, Auctioneer............................. Roy Gottshall, Advertising, advanced.................. Robert & Chris Otto, Clerking Sale.................... W. H. Newbold's Son & Co., Inc., Securities Sales..... Dauphin Deposit Bank and Trust Company, Lost Certificate Bond Premium............................ Dauphin Deposit Bank and Trust Company, Service Charge Ray E. Garman, Reserve for Closing Expenses........... Ray E. Garman, Accountant's Commission... ............. Bietsch & Morgenthal, Attorney Fee.................... Commonwealth of PA., PA. Inheritance Tax. ............. TOTAL. . . . . . . . . . . . . . . . . . . $ DISTRIBUTION 85.29 20.00 130.00 636.00 129.28 440.00 1,204.00 209.00 250.00 177.98 47.00 2.00 500.00 6,500.00 6,500.00 14,501. 29 34,251. 54 The Accountants claim credit for items of distribution made by them as follows: , October 29, 1980: , IMt. Holly Cemetery Association, specific bequest I in will.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 . . . . $ November 6, 1980: 500.00 Wesley United Methodist Church, formerly Methodist Episcopal Church, specific bequest in will.......... 5,000.00 TOTAL...................$ 5,500.00 TOTAL ADMINISTRATION EXPENSES, ETC...... .........$ 34,251.54 TOTAL DISTRIBUTION............................... 5,500.00 TOTAL CREDITS........... $ 39,751. 54 TOTAL DEBITS..................................... $133,838.87 TOTAL CREDITS.................. . . . . . . . .. . . . . .. . . . 39,751. 54 BAL!l.NCE. . . . . . . . . . . . . . . . . $ 94, 087 . 33 - 5 - \1 , I bo:J . . '0" .... .c~ ~Dl '0' ." ~" o ~ c.. o ~ ~ . o.,c ,cc~ " 0 .~'; . , u ,0 C .~ ":;; '0_ 0'0 So ~~ ". ' c- 8 -, IJ.~ ... ~ r.. tI: >< tI:0E-< E-< &J r>l [,L, S 'E-<E-<O><oo OrLIrLI.<l: ..:lUrLI r>l HE-<rLI..:l .tIl tIl >< ~ tIl E-' 0 0 .<I: 0.<1: rLI.<I:tI::<;rLI ll: ~. H lCt:U ~r..tI:~ ,~1i1~ p<o:<':E-<~PrLI o 0e1~ r..ZE-<[,L'o-J::;::a:..: 00 0<<< ::>H HCl .<I:r..u;;; ~~~lQco ~:> ~;:)~~r>iG~>1 r>lP: ::> PZtll ~~ tJ~gt;!~ E-<H.<I:>:OOP<r>l tIlClt.~r>lt-:>~tIlP< ~.. n cd n'- :0'" c:'" ~ (TIm ._,,71 5j;'~ nn '- _0 ,,,:0 "'? ". -,0 AI:." :z: ."r~, '-'0 ~"':J: N :1,10 ,i':':t;. \0 ~~,,6 l'l.z "-1-' "'-1 . )::> ...~l ,:IV) .:~n n 0) ," 'J:;) -, " . .'I~, ;! ~~j ;:. '0 --: .~ - '. ~ 0 r; :, '" :: ';; '" ... ... I '" <Xl I M N ~ - ~ oil c a " " 0 " '" ";j " ... .c 4:: "d I, - C\. u u " .J "- 'h -j r: -,J u '" .c 0( Il) '" ~ C '\1 '" " .~ .c r.: " - "- " '" i:: :t ~ -' -~.: r: .' ~ .S ::::: .- t-::: " ';:l " '"t: I- ~ i:: " ,.. Il) 0 " _._4 ,- 0 "' 0 ~:: ~, Il) "g z .' " ... - l'l Il) a 0; C,I ,,' " 0 .~ ~,:1 .- " III ~ ... " " " ;- ~ .c ~ ~ " " ~ .S l!l " 0 ~ '" " '-0 c ci ~ ~ " i:5 " - 0 " .S :2 "' ~ 0 .;3 (3 '~1 ~ "" , !( II: ~ " '(1 " .', i:: 0 ..' '" ~ " "d -' '" (I " '" 0 ~ w ~ '" ~ '" :-- 0 ... r ~ ~ z iii ~ ~ ~ c '8: '" " ~ :; 'I: 0 - I. ... '" " Z .J ::: 0- -:; " .S " r' ro ~ !i III C In " "- " (,:: ell ~ .- ... '" ~.: r: " " (, " ::i " ~ u n (; " ... " ,. ,.- II: u " " 0 :t .c .' ;:'; - .c < .( ... ~ VI .g ... u, j c ~ " (,I " C '0; r' 0 0 :f ,,~> l:; -' .;:; .~' .c r~ .c lJl ~ c :", U , I- I: v '" " 2 , '" :.-, I- '" F- " - ~ 0; :.- ... III '-' " ," ,>! '" " u .' " - ~, . " " " .~ " '';:; .. .n S ., . lD (h ;: .>:: '.; -. ;. ;> .c " c1 - 'i/I -0 ." :: c ,n , .; . o z r>l ~ E-< tIl tiI II " ~...., STATEHENT OF PROPOSED DISTRIBUTIOll OF RAY E. GARMAN AND TOM H. BIETSCH, EXECUTORS OF THE ESTATE OF JOHN E. GARMAN, LATE OF THE BOROUGH OF MOUNT HOLLY SPRINGS, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. ,< , " :,\ ,I :1 , in , as I 1. 2. 3. 4. 5. < ii 6. 'i i\ 7. :1 8. 'I II <' 9. , Ii 'i 10. [11. j ; 12. \ i 13. I \ I '114. I i , \ l5. , 16. , I \ 17. , I 18. I , \ 19. I 120. I " \ 21. \ 22. ; 23. ! 24. 25. 26. II \1 II " Ii :1 ~i The Accountants propose to distribute the assets rema~n~ng their hands, consisting of cash in the amount of $94,087.33 follows: Cora carr.................................. . . . . $11, 760.92 Martha Paxton................................ Emma G. Seal...................................... Ray Garman.................................................................. Ruth Cornman............................................................. Mary Elizabeth Cook.......................... Emma Jane Stoner..................................................... William Garman........................................................ John Garman................................................................ Lois DeVenney................................................................ Lee H. DeVenney.............................. Romaine A. Kline............................. Marie E. Miller.......................................................... Lee M. Otto............................................................... Helen K. snedeker............................ Carl B.. Otto.................................. Mary Jane Hayes.............................. Mae B. Nelson................................ Mary F. Franciscus........................... ~rank M. Frey, Jr............................ Samuel W. Kitner............................. ~r.Jal ter E. Kitner............................. Fred <? Frey................................. Emma J. RUSS................................. Donald Snyder................................ George H. snyder, Jr......................... - 1 - ..j' Bel 11,760.92 11,760.92 11,760.92 3,920.30 2,940.23 2,940.23 2,940.23 2,940.23 1,960.15 1,960.15 1,960.15 l,960.15 1,960.l5 1,960.15 1,960.15 1,960.15 1,680.13 1,680.13 1,680.13 1,680.13 1,680.13 1,680.13 1,680.13 980.08 980.08 'j.-- I I' ,I " :' :1 27. II 28. , , I II :1 I I I il 'I II I' , I I I , , , 1 ~laxine Ilgenfritz.......................... $ Diane Gries................................ 980.08 980.08 TOTAL............. .$94,087.33 The foregoing distribution is proposed because the Last Will and Testament of the decedent after bequeathing $500.00 to Mount Holly Cemetery Association and $5,000.00 to Wesley United Methodist Church, formerly Methodist Episcopal Church, of Mount Holly Springs, Pennsylvania, devised and bequeathed the remainder of his estate in equal shares to Annie S. Raudabaugh, Bertha Shetron, Emma Fry, Minnie Otto, Cora Carr, Benjamin Garman, Ray Garman, Martha Paxton and Emma G. Seal: and to the issue, per stirpes, of any then deceased: except the share of Bertha Shetron which was to lapse if she failed to survive the testator. Cora Carr, Martha Paxton, Emma G. Seal and Ray Garman survived testator. Bertha Shetron predeceased testator. Annie S. Raudabaugh predeceased testator survived by a daughter, Ruth Cornman: Lois DeVenney and Lee H. DeVenney, children of a daughter Anna DeVenney who predeceased testator: and Donald Snyder, Maxine Ilgenfritz, George W. Snyder, Jr. and Diane Gries, children of a son George Snyder who also predeceased testator. Emma Fry predeceased testator survived by Mae B. Nelson, Mary F. Franciscus, Frank M. Frey, Jr., Samuel W. Kitner, Walter E. Kitner, Fred O. Frey and Emma J. Russ, children who survived i testator. Minnie Otto predeceased testator survived by Romaine i A. Kline, Helen K. Snedeker, Marie E. Miller, Carl B. Otto, Lee I M. Otto and Mary Jane Hayes, children who survived testator. 1'1 Benjamin Garman predeceased testator survived by Mary Elizabeth Cook, William Garman, EIlUTla Jane Stoner and John Garman, children who survived testator. II I ! The distribution herein proposed, together distribution heretofore made, complies with and intention of the Last Will and Testament of the with the carries out decedent. the Ii II II II il ,I I II !' II II 'I II II ~ Ray E. Garman ~'kIJ~ Tom H. Bietsch - 2 - OJ' bOt} t"') . ,- ex> ",'" ~''i'l - f1'1~ 3:;' c.'lO ..:1" "" :;~::o -. , "0 .-il:-:l '-'0 ::-"':tJ "" (.,M r:...., v.> : I.? ~,.~" :-..'~ zi; :::> :,....." :-]:-: ,'~ \~~(I; ::9 ; ,~) 1:-' n ..t. \ .'~' BF&R Docket No. 1- 1'l,~'1() IN RE: l::,i~" of Jo::r\ r, (,.orll;;!11 (tlll';!,:lf~!' 1 .'nd:'I..:t'l',ty Tom ::. 1';Jl(aPi'l(;,l, C'-"'[:<(:1;11~.(lr PETITION FOR REFUND OF Transfer Inheritance Tax. AND NOW TO WIT A. o. 19 , leer t i Fy that th<l following is the action of the Board of Finance and Revenue of the Commonwealth of Pennsylvania in this matter: "And now to wi t M!\r::~'; )", A. D. 19:31 "II rrfflJn(! i $ hf!r~t;'/ gr('!n't~d 'j n ;:Ii\) <!lI1'OJM of ;,711.30. \I i ' IoL) '".~} .~ ,. ....i BY ORDER OF THE BOARD OF FINANCE AND REVENUE State Treasurer, Chairman Audi tor General Secretary of Revenue Attorney General General Counsel Secretary of the Comnonwealth ATTEST: ~~/ /,'-' .~.. ..1' """. ~ " .--'.-- ~~ - ---------- Secretary t Board of. Finance and' Revenue I F I,-/i Mailed to: nr. Tern 1..1. 1,1 etr;{ t At tc.\r!1~Y JJt L.C"rf 7 trill ne f":n~ CDrli~'e. p~ 1701] on nTF /jcs