HomeMy WebLinkAbout80-00484
",,-
...,
}.;-;._'::
~>",.~
J~~t71~;~}
~, ,;;~-:.<\ ;,'. 'to ,
,';v'. . ,..
~:~"t
i{~;
>-..... .
,.',".
'no
"
.
~ ~
~
~ m
0
" .
,
.
\'il .
~ :l!l
i
o::!I ~
00 ~ -.,:;.':.l
la ;\
c:tI '~t))
~ 0 ..:,.,.
,J;
. ~:!..
',.r,
'..~
..:r
Q ...... }\~
'.-."
00 0
.
-
t"( ~ 1Il
- If\
. 10 r-l
0 -
Z W
."'~
. ,:'~7
.._'~
>.\.,
, ,.i.?
'j~
'. '
" ,}\~,>"
.'
^
;-
j
]
J
...)
",!J
~
t
~
&---
,.r"
..
LAST WILL AND TESTAMENT OF
GI~ORGIA E. WOODBURY
I, GI~ORGIA I~. WOODBURY, widow, of 417 Sout.h Colle!(e St.reet in the
Borough of Cat'lisle, Cumbcrland County, Penn3ylvaniu, being of sound and
disposing mind, memory and understanding, do hel'cby rnal<c, publish and
dcelare this as and fOI' my last Will and 'Testament, hCI'chy I'evoking and
making void any and all Wills by me at any time heretofore made.
1. I direct my Executor hereinafter named to pay all my just debts and
funeral expenses as soon after my decease as conveniently may be done. I
direct that my funeral scrvices be conducted in accordance with arrangements
made by me at Hoffman Funeral Home, Carlisle, Pennsylvania.
2. I give and bequeath the sum of Three Hundred ($300. 00) Dollars to
The City of Brewer, Maine, to be added to the fund for perpetual care of Lot
No. 26, Section 7, Oak Hill Cemetery in the name of James F. Woodbury.
3. I give and bequeath the sum of One Thousand ($1,000.00) Dollars to
Dr. John R. Beck, of R. D. # 6, Carlisle, Pennsylvania, in trust, for the
benefit of his daughter, Jennifer Beck, to invest the same and pay so much of
the income arising therefrom together with so much of the principal thereof as
in the opinion of said Trustee is necessary or desirable for the proper
education of said Jennifer Beck, to or for her benefit, and upon Jennifer Beck
attaining 21 years of age to terminate said trust and pay the then remaining
principal together with any undistributed income to her.
4. I give and bequeath the sum of One Thousand ($1, 000. 00) Dollars to
John H. Zimmerman, of Plainfield, Pennsylvania, in trust for the benefit of
his son, Justin L. Zimmerman, to invest the same and pay so much of the
income arising therefrom together with so much of the principal thereof as
in the opinion of said Trustee is necessary or desirable for the proper
education of said Justin L. Zimmerman, to or for his benefit, and upon
, ,. ~
,.
.. .
. ,
, . ....... ,,~...
"
-~; #...
Justin L. Zimmerman attaining 21 years of age to terminate said trust and
pay the then remaining principal together with any undistributed income to him
5. All the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath
to Mrs. Julia Peiper Zimmerman, of R. D. # 1, Shippensburg, Pennsylvania,
her heirs and assigns, absolutely.
6. I hereby nominate, constitute and appoint Mrs. .Julia Peiper Zimmerma
of R. D. # 1, Shippensburg, Pennsylvania, and The Commonwealth National
Bank, Carlisle Deposit Office, and its successors, 1 North Hanover Street,
Carlisle, Pennsylvania, as Co-Executors of my said last Will and Testament
and I further direct that neither one shall be required to post any bond to
secure the faithful performance of her or its duties in the Commonwealth of
Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I, Georgia E. Woodbury, the Testatrix, have to
this my last Will and Testament written on one side of two (2) sheets of paper,
set my hand and seal this 7th day of March, 1975.
c.', . C lLl I r - -
J "-," 'c, . C"-C-'L\"~~ "'~
"\,.\...--c::....._ ..
~eorgia"E. Woodbury
(SEAL'
The writing contained on the two (2) preceding sheets was signed and
sealed by the above named GEORGIA E. WOODBURY, and by her published
and declared to and for her last Will and Testament, in the presence of us,
who, have hereunto subscribed our names as witnesses at her request, in her
presence and in the pres,enee of each other.
, .
/(.~ In 'J.,
--r ' /A d " .41~
C (()1\ ( ,/1.,'1 ) ( r. ,L.-i d)l" A.{ 0
"
Grt
. ...... .~. - ~...
.
I:-<
Z
[:il ~
:E
t:: p
0:1 ~ - <
Ul Q ~Z
[:il 0 ~ ~ "'~
I:-< ~ .... , ... ~
Q . !( ~ '"
Z Ii< ~?ii l!2
0 Ow
<11 [:il ... Z J: Q.
....:l S a::~.cui'
Ult:-.J
....:l t:l = ~'"
.... 0< 51
~ ~ ~ "'6
I:-< ~
Ul
<11
....:l
'.. '..
.... : ~ ~
. ,
. '
. . .
OATH Of' SUBSCRIBING WITNESS
COMMONWEALT~,q~P.pNNSYl,VANIA I ss:
COUNTY OF CUMBERLAND
, .r...,
,'."'i .J
, .
This 16th day of July A.D.,19 80 ,
before me, Register for the Probate of Wills and granting lellers of Administration in and for said County of Cumberland, in
the Commonwealth of Pennsylvania, personally came
Robert M. Frev and Laura A. Bistline
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of
Georgia E. Woodburv
Dated
March 7 , 1975
late of
Carlisle Borough
Cumberland County Pa., deceased who being duly sworn
according to law, depose and say, that they were
present, and saw and heard the testa trix
<ign, seal, publish, pronounce and declare the said
.
instrument..~fwriting as and for h er
Testament and Last Will, and at the time of so doing
she
was of sound and disposing mind memory and understanding, to the best of
knowledge, observation and belief.
their
Sworn to
y E~' A
x~ Pl. (J,CJ-f o/-&.~~
and subscribed before
~(a'l (q, ~~Hd
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
Robert K. Reitzel, .Ttust Officer, The Commonwealth National Bank,
being duly
sworn
<ays that as nearly as can be ascertainerlthe said decedent
Georgia E. Woodbury
died 011
Saturday
5th
the
July
day of
A.D..19J!Q...
at or about
7
o'c1ock, A. M.
Sworn to
and subscribed this
8th
day of
.Julv
19'~ bcfore
'J(O'l ~, cYU/-r;'/
Register
602
Ii
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally cameRnh,,~. 1l R,,'.'''' nf '1'1." Common"p,,"h N"Hn,,'" Rnnk ~ Julin Ppip""
Zimmerman
who, being duly sworn
,do
depose and say that as
r.n_P'VP.(,llt'nrQ
deceased
of the last Will and Testament of
thpy 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 to and subscribed before me.
July 8,
Georgi n F. lJnnnhl11"Y
'/ .0., 19-H!L-
?J?1'1 f2. ,f/'~ .
Register
___ _ -.:J~__..,"--"f-,~""'-::.
~:
CD:
~:
'dI I:
0:
00 CD:
'dI I:
,.-4:
c:::t N\
-00 0
. Z
- .2l
N
0 S
tIl
Z [;r.1
LL.
o
.-J
.-J
-
S
,..;
: Cll
~ ~
.Cll
: "
: Cll
\0
>,:
...:
::"
.0'
"':
0:
o.
"';
J>i;
11l'
OM:
OIl:
...:
0:
ClI'
"\
0:
CD,
01
1"1'
CD:
*j
1
f:Q 1':
.... .: ...q
....
..... 0:
~ E-<: >.:
= r.lj .-4:
..... :I:
'tl 0: ~\
Cll
"Cl 0:
... \D:
0 *1
"
~ ~ 11
-g os :;::
as Po. f;r.t
Be it remembered that on the
17th day of
DECREE
July
,A.D.,19~. there was probated and
recorded the last Will and Testament of
Georgia E. woodbury
carlisle
late of
Deceased. Lellcrs Testamentarv were granted to
Witness my hand and official seal the day and year aforesaid.
,Cumberland County, Pennsylvania,
Commonwealth National BAnk
0; (I!. ~
~ ' Register' -
..-..... -- ~ -- -- --.... ---..-- ~.-.....
" REY.11112 EX
~ ., COMMONWEALTH OF PENNSYLVANIA
4 NO KooosOO DEPARTMENT OF REVENUE
, . '. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
\I
oil
.
.,
'I
=
If
I
.~
..--
'*'
-
TAX AT 6%
TAX AT 15%
: ~~g~VED COllllllOnwealth National ank
TAXAT_~o
,0
ADDRESS 1
t
ESTATE TAX
Carli.le. fA 17013
'--E5TATEmFoRMAT~N:--------------------------
DATE OF DEATH
TOTALTAXCREOIT $S.2!.9.79
FILE NUMBER
21-80-484
LESS DISCOUNT
DATE OF PAYMENT
ADril 3. 1981
% INTEREST
TO_'
NAMEOFOECEOENT Georeda E. W
o
o
PLUS
(FROM
r.OUNTY C umber and
TOTAL AMOUNT PAID
'1; ." Q .,Q
---- - ----------------------------------
,'OSTMARK DATE
REMARKS:
"PAID ON ACCOUNT"
SEAL
RECEIVED BY
REGI2TER OF WILLS
______ __._ __ ___.__--:..L. __.__~ ___ --..:.....:..--...L......;.'~~_~,'.:...-'---'
,~ ~...
Real Estate
.;;z, ~?' 0 -'fgf
Invenlory of Ihe reol ond peroonal e.lole of
Georgia E. Woodbury
deceased.
1. Property situate and known as 417 South College Street, Borough of
Carlisle, Cumberland County, Pennsylvania, being a two-story brick
dwelling on a 90' x ISO' lot. Recorded in Cumberland County Recorder
of Deeds Book R, Volume 18, Page 202, dated 9/18/58; Sold at
Total Realty
$79,000 00
$79,000 00
Tangible Personal Property
$ 3,004\00
I
2'628100
186 SO
i
I
2.
3.
Jewelry; appraised at
Household goods and furnishings; appraised at
4.
Coins; appraised at
Intangible Personal Property
5.
U. S. Savings
Issue Date:
U. S. Savings
Issue Date:
U. S. Savings
Issue Date:
U. S. Savings
Issue Date:
U . S. Savings
Issue Date:
U. S. Savings
Issue Date:
U. S. Savings
Issue Date:
U.S. Savings
Issue Date:
U. S. Savings
Issue Date:
U. S.' Savings
Issue Date:
. U. S. Savings
Issue Date:
U.S. Savings
Issue Date:
U.S. Savings
Issue Date:
U. S. Savings
Issue Date:
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Bond, Series H, Certificate 0 40446763 H,
December, 1965
Bond, Series H, Certificate D 40446762 H,
September, 1963
Bond, Series H, Certificate M 40632199 H,
February, 1967
Bond, Series H, Certificate M 40632220 H,
April, 1963
Bond, Series H, Certificate M 40632221 H,
April, 1963
Bond, Series H, Certificate M 40632222 H,
August, 1%3
Bond, Series H, Certificate M 40632223 H,
August, 1\?63
Bond, Series H, Certificate M 40632224 H,
August, 1963
Bond, Series H, Certificate M 40632225 H,
August, 1963
Bond, Series H, Certificate M 40632226 H,
September, 1963
Bond, Series H, Certificate H 40632227 H,
September, 1963
Bond, Series H, Certificate M 40632228 H,
September, 1963
Bond, Series H, Certificate M 4063222Y H,
September, 1963
Bond, Series H, Certificate M 40632230 H,
October, 1963
500 00
500 00
1,000 00
I
1,000\00
1,000100
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
...."_.
'-",-- '\.. ,-
.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
5$:
Robert K. Reitzel. Trust Officer _Commonwealth National Bank and .lulla P. Zimmerman
being duly sworn according to law, deposes and says thet he Co-Exel:111;Or~
of the Estate of Georl1ia E. Woodhury
late of borough of Carlisle , Cumberland County. Pa.. deceased and that the
within is an inventory ,made by .co.mrnanwea1th Nnt' 11 R!'Inlt &. Julla.....'P 7-1mmn't"_, the said r.n_F.vPC'lltn"'~
of the entire estate of said decedont, consisting of all the personal prop.rly end W.ll estate, except real estate outside
the Commonwealth. of Pennsylvania, and thdt the ligures opposite each item of the Inventory represent it's fair value
dS of the date of decedent's death.
Sworn
and subscribed before me.
Adminhhefor Co-Executor
19 81
Oate of Oeath
5
Day
TII1y
Month
1980
V..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional asseh.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
OJ
M
Ul
'...
M
,.. .,;
>- '"
u ~
:;; w ~
~ ~ .... ..
w ~
"- .., 0 u
0 In ,.. " ..
0 w w " .<: c '" ,.
J: c: .0 .. ..
I- "- U. "tl " ~ "- c
... -' ~
Z ..J <( 0 0 0 "- 0
u- 0 ,.. ~
W 0 -< w :1 0 ,,:.
Ii > z c: '" -
Z 0 c
C OJ ~
1\ - In Z .<: 0
0 '" ()
Z w -< '~I ... ...
"- -0
c
- ..
I 0, 0 ;:
OJ' "
t:); ..0 -0 -"
.. E
- ~ 0
.. ~ 0
, -' () ii: CD
,
,
" ~-
L., .
C. c.~:
L... ".c u
e.;. ~. CL ",C
~> ' w
;r.'-J
l.I........ "'" <(z
C.I.;:" I :2:o:r
6c:. "--I
wu.: ""- 0::0::
ol- e... 0,...
o:::~ c: 'en
0", :c-
u:"'-
'-'w w=>
~a:: ~ -,'-'
po u
':
"l....-.-
~
PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides lhatthe following persons shall prepare and file
a return:
a. The personal representalive of Ihe estate of the decedent as 10 properly of the decedent administered by him
and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or
acquire knowledge;
b. The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by Ihe 1961 Statute,
including a trustee of properly transferred in trust. provided thaI 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 Ihe Register of Wills of the county wherein lhe decedent resided.
3. TIME FOR FILING
The return is due nine months after lhe 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 debts of like amount are recoverable by
law."
5. TAX RATES
inheritance 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-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. 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, 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 DF FALSE RETURN
Any person who willfully makes a false return or report required of him shall, in accordance wilh 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.
i
I'
I
I
I,
I
ITEM
NO.
"
,
RE;:V-450 I '.SOI
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
.
(Instructions on Reverse Side)
ESTATE OF --.It=gilLE.._Wc>odbury
DESCRIPTION
ESTIMAT ED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE
ONLY
1
Property situate and known as 417 South College Street,
Borough of Carlisle Cumberland County, Pennsylvania,
being a two story brick dwelling on lot size 90' x
150'. Recorded in Cumberland County Recorder of deeds
book R, Volume 18, Page 202, dated 9/18/58 Agreement
of sale a.a.., 7 f70,
79,000.00
TOTAL THIS PAGE
79 000.00
R6V.451 (l.BO) - t .
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*'
Estate of
ITEM
NO.
(lnstrucrions 011 Reverse Side!
Geor~ia E. Woodbury
DESCRIPTION
UNIT
VALUE
ESTIMATED
MARKET
VALUE
DEPARTMENT
VALUATION
{OFFICIAL USE ONL YI
1
Tangible Personal Property
Jewelry Appraisal Attached
3,004.00
2
Household goods and furnishings appraisal attached
2,628.00
186.50
3
Coins Appraisal Attached
~tangible Personal Property
4
U. S. Treasury Serie~ H Bonds
40,000.00
5
Certificate of deposit No. 184783 with the
Commonwealth National Bank due 7/5/80 at 11.88%
20,000.00
6
Interest Accrued to date of death on item No. 5
1,207.80
7
Savings Account No. 18163337 with the Cnmmonwealth
National Bank
4,067.39
8
Interest accrued to date of death on item No. 7
1.97
9
Checking Account No. 182-972603-1 with the
Commonwe~lth National Bank
4,211.12
10
Accrued income from the Georgia E. Woodbury
Trust Account No. 09514001 with the Commonwealth
National Bank Trustee
1,863.34
11
Accrued income from the James Woodbur" Trust
Account No. 09513003 with the Commonwealth
National Bahk Trustee
2,961.53
12
Uncashed social security check for June, 1980
376.30
13
Uncashed annuity check from Connecticut General
Insurance Co., dated 7/1/80
59.09
14
Uncashpd annuJty ~heck from Penn Mutual In~urancp
Co., dated 6/11/80
43.17
TOTAL THIS PAGE
Continued
:1- R&V04U (l.80). .
'!. COMMONWEALTH OF PENNSYLVANIA
" DEPARTMENT OF REVENUE
" TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "a"
PERSONAL PROPERTY
*'
, .
(l1JstrUCi/'01JS on Reverse Side)
Georgia E. Woodbury
'ITEM ESTIMATED DEPARTMENT
DESCRIPTION UNIT MARKET VALUATION
NO. VALUE VALUE (OFFICIAL USE ONL Y!
15 Uncasned intere~t check from U. S. Trensury
dated 711/80 11\2.50
16 'Uncashed annuitv check from John Hancock Insurance
Co. dated 7/5/80 26.06
17 Refund from Arco Oil Company 62.86
18 Cash 52.00
TOTAL THIS PAGE
80 913.63
,
. .
P:i~C .II 2
Sam/wI e. Boyer
/J,,,,,h...
Registered Jeweler. American Gem Society
1~U'clry
Appraisal
',.;oodbury
Prqpcrryof ' ____,______ m _,_
Address
.._-~
Da,e Au~.__~,_1__~~O_
urSCRIPTIOS or ARTICtr
VALliE
:t:!Y,-'Ct;!:'::>!:t~~
:0--":
A 1hK yellow gold and platinum 27" long narro:: broach set Idth 31 one point
badly cut old style cut diamond melee.
200.00
Mans Eulova Mans wrist watch }:hite ~old pl'-te ~~th exp~nsion watch band
Elgin 7 jewel rnove~ent reP.nual wind, shield shape dial. Co~dition good.
25.00
Ladies 0 size of pendent wP.tb~, El~in 7 je~el black ~ase Met~l case.
10.CO
Hans yellow gold filled pocket !dnfe "i!t,..o bledes.
Four 14K yel'ow gold pins and key ---- scr~~ value.
1.00
58.00
One t~~ inch oval strawberrr ~rnach
-()-
r:ne 1 3/8" round medal
-0-
"'Ie have .iudeed the quality of the stones to the best of our abilH:\,
with removeime; th~m frc:n their mou...,tings,l This .~s :1ot en Bffer to
buy or sell.
Fee $.50.GO
ThtH' ('.,.m,Ut,1 ,rrlJCrmrnl rl"l. IIlr
t-J.rJ l'I'II~' (In r.hmJI,-. ..'Ihr qUJhh
of '"'' _I"",,. lunlC'.. ~rt'-lfl,~lh' '!.1'tJ
.hJl lhe' .,,,"('. ..Ur rrmll\('J JnJ
~'.1J..JI \,... Juumt nnliJI-d'lv ...,h
,t'rr" ,.., ~n\' Ul1fln Ih~1 mn tot ..lr.rn
1 T/ 1~~'I' ';1 tIIr ~rrl~I.~1
./ //'1 /. I
',~","':i'I'/ fo; ,) /.';/ j/
.,
AppraIser
. ,'-
,
Master Elldroom' Ba:.etlent'"
Cedar Chest e. 35.00 Jars $ 2.0:J
Blankets 15.00 Barrels 3.00
Stand 5.00 Washer (Old) 18.00
BedrOOIl. Suite 125.00 Tools 25.00
Nite Stand 10.00 La,,'Il Tools 20.00
Nite Stand 15.00 Ladder 20.00
;'lirror 5.00 Push Mower 5.00
2 Ru['~ 15.00 Tools (}lisc.) 15.00
Rocker 18.00 Nuts & Bolts !, Nails 3.00
Picture 10.00 Vice 10.00
\o/heelbarrow 20.00
Small Bedroom Tires 24.00
Boxes 6.00
Dresser $ 30.00 Saws 8.00
Nite Stand 15.00
Bed 40.00
Cedar Chest 30.00
Rocker 15.00
2 Chairs 16.00
Frames 15.00
1930 Desk 25.00
RUfS 15.00
Hall
TOTAL $2,628.00
Chest $ 45.00
Sweeper 10.00
Books & Case 25.00
Mirror 10.00
Linens 15.00
Office
Desk & Chairs $ 25.00
Nite Stand 6.00
. Wardrobe 30.00
Nite Stand 8.00
Radio 12.00 "
Rug 10.00 ' .... .~...... ..'...1..-.
Attic William G. Rowe
$ 25.00 R. D. #1, Box 156
Dresser Carlisle, Pa. 17013
Chest 20.00
2 Trunks 16.00
Misc. Chair 15.00
Lamp 10.00
Chair 1.00
Trunk 5.00
Y.aterial 5.00
8 Blankets 16.00
Frames 10.00
Box of Linen 6.00
v-
--,.,-----'AiiTICLE I
PClIn:lts AND Dl'TIE5 OF' TIlI'STI:t:
5~:,unn 1: Thro 1 :-~q\f'e' "hall hold and man;'l!e' thf" prop"ny ar.rl s('C'urJUea,
torf':""l'":- with suC'h otfJ~r propert~' ..p may bf' aCQuirec. durin,:: tllp existf:'ncr. o! !hIli
trus~, ali 0: Yo'hiC'.h ~n.Id proper~' wl11 here'lnarlt"r br rderrt>d to al' thf" "Trust Esta'te",
u~on thr le:-mF anc conditions, and ror tht' Ufll~" and purpoRe'A. ami with the duties
and rower!:. that if' to Aa~':
To hold and manal!r the .aid Trust ERtate and every part there-of with full power
to 1!"I\'f.'f;t Dnd rcinvcR: the Kame In such loons, stocks, bonds, securities and real eMatf' a~
shall bE' df.'('mpd by It to be suitable and proper for the- inVefitment of tTUftt fund. and
..UhOtlt briO$:! r~s::"lcted to a claSR of InveSlments 'which 8 Trul'trc fR or may hereafter
be permitted by law to make. In eo doing, it is specifically authorized, In 1\8 Role
dh:;=:-elion and a6 II deemR fitting and proper, to retaln, sell, mortgal!'p., partition,
c~.=~:.:-:['!" ar nlh(':-\~'i!lP dif;pOS~ of Bn:r 0:- all 0: the property of the Trus: Estate, bot."l
rc:!: a:1d flf':"!'ion::.l, inc!udin,::; specifically the auL~o:-i:'Btion to retain, buy or Rf'l1 any
r~:'~~":' ,~.! t;,(' ~~or1: o! tht' Tru!'ilee: to vote, C':,,:ch;!:,,:;,,!' and ntherwIs'! rxrrC'ir;,:o all
d;.b.u;. pr:.'iif>r'::F 0:" options in any way pcrtaininc to t,hp 6tOCl:S, bonds, securities
and other B!'iSetR al any time belongIng to the Trust Estate, provided, howe\'er, that
".\;t.'i respect to an)' shares of stock of the Tru!'ltee, thE" Settlor RhaJl determinl' the
Jr.:lnnr::" In which saId Ahare! 8hall b~ voted Rnd shall actually direct how f;Ue" fihares
r:~3!1 h:- votN3: to horro\\' money, to execute and rene\\' promIsAllTy notes and to
p:( ,~;-!. tn!" acu:f".f', (J~ t.'f' Tru!'it E,p:tate as securit:-' ~"'ereror; to make alterations or.
Tcp.J:rs U~O:~. ad:~itl=':1S tn ~nd erect tmprO\'c:n('nl~ upon real ef>tate, and to make
l('n!'ie~ Ihc:"('!or !nr ~;II:::h I(':om ('ven thourh ir. cxC'~ss o! rive (5) yeilr6, as H may deem
Bevif:3blC': to make dif;trlhution or the prinCipal and undistributed Income of the Trust
EM,ate to and amonJ! those entitled thf"reto at the- termination of the truRt in kind or in
cas!';. or partl)' in ~:ind nnd ,..artl)' In .cn~h, && 10 it Aecm proper. jur:;:t and equltahle:
to d~terminc tht' m~nner of aRcertatnm~nt or Income and prlnclpnl and the apportionment 0
receipt" and erpl!nRe8 by the tt!nanls and remainderm~n of the Trullt EAtale: to make,
eXt'cute :lnd aC'kno\dedf:!" nnd dt"lIver a11 In!'ltr1.JmC'~tE; drf'med nf"('e~..nry or required In
th~ c-):erC'iR!" of thco h!'rrln~lf'~ore menl1C1nl.'d D~'....!'rf.; :o.nd othl'rwise In the mannceme:1t
z.nd r..:.:,j~lC"t o! ":\1:: Trus: l:s:ntf" to do Ion:, anu ~11 :JH~;:R \;,'hich the SelUor could do in
hir. 0\1.11 ri;-ht.
PaJ:t" 2
.
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any transler of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Ves" or "No".) No
2. Did decedent, within two years of death, transfer property Irom himself/ herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) ..bltJ.--
3. If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the following
infonnation:
a. Age of decedent at time of transfer. .., I ^
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 tll take effect in possession or enjoyment at or after his/her death? (Answer "Ves" or "No".) ..,..
a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject
to his/her power of disposition? (Answer "Ves" or "No".) N I ^
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 "Ves" or "No".) Nn
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".) No
6. If the answer to five b. above is "Ves," state whether the right was reserved in decedent alone or others. N.' ~.
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 "Ves" or "No".) No
8. Did decedent, at any time, transfer property, the bEneficial 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 "Ves" or "No".) VPQ
9. If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".) De~edent Alolje
E. Fiv., 1I1111dr,'d (: ~Inn. onl ""q.lr'~ to TI... t,\1l1l1"'.' lll"',;j "1','1' ,111'1
11011\(" ;\t (~1I i n( \ . I'l'n~' ';\' I... .iII1 :1, to Ill' "',1-d for '",11:11 !llIrp.";" 'Il- I r:",""'; ". till'
Trll"t,.,..; of ':,lld (l:"l,IUII,II'" ,II:.! II. . I ~ \I . . ~,.. i I ,1,'''lll b,";l;
F. nn" 11'1!1drf'd \ : ~ (1:"1, .'n \ :' " .1'" ,.. I::,' 1',II'll '.' I 1"\ or TIll"
S.11v:ltinll ,\rnlv l(lLltl',[;\I PO;llf'-I't alld llo-df'}fll Sfl'!'f.t... (',lrli-.\.'. 1"'l\llc:vlv,1.ni:t.
to hI" IIs('d for ~tl("h pllrpo";I' nr Pllr-Plt';"'; ;h :I\l' nffici:t1~; of '1'1\1' ~-.d','.\ti'H\ ,'TillY
Sh.l\1 e1t'l'lIl !},':-,t;
(~. Orll' Ii,mdrl'd (~lnn. nOI I)nl1:,,"'i to Till' 11om:p\" ::......:,.~... of ILlrri!'lbllrr
Ar..a. 111(".. 7711n {~r:'l'..~;n" Ilo:ld. llarn..hll:'/!. !'l'fHl,;.,.lv:'lU:l. tll I". ,I....d for .;Ilch
ptlrpo..:f' 0:' p"rpo';I'-'; :1<: ..:.jd ,c,H'j,.t... ';11.,~1 '!"('fll Ilf",;t;
II, If ~~r<:. .1.111t' \'.'. liofn~;-,~:I1.";I.;~t'T of !n', :lq~h:'l\Ii. I,,' li...inl~:lt tlll' tim"
SllCh 1l:-.;~ri:111Iinll i~ to h.' m.ld,', t:I"f\ n:l,'-h:dr :1;1' r-"l;l,.:~~<!':" 'If
Trll':t 1.;",tat,>
shJ.ll hi' :','!:linl'd h',' ';;lId Trll"'\I'I' i:l tTII'.t '"..it!! tho' ';:11:1" ;::)','.1"'''': :\~. : ('..noli :lnno.; a~
ht'rl~in o.;,'t rlll't~l, and tlli' illc-onll' dPl'jvl'd tht'n.f!'om sh"lllll' p:tid :IJ !!l" ..;:Jid :'.1:-s.
,fanl"' W. llorlT".:~n!l ....J lnn~ .1-: -:!\l~ <:h:lli Ii'.',' and ;It twr tll':lth. ,\:- If ..!,,' -:b:d\ h,~
df'r.f'a..('! d! II:,' tll~II' oi -';ll('h di:;t:-iblltinn, Flft',' (:;(1":,)1)1'1' c'(':lI <l~ "ir! 'm,'-h~,1f 0f
th,' TI'1l1:lInc!,'r lllj!dh/'r with :lll\' tllldi':trillUt,.<! ir.f'.{)ltH' t!\l'!'IC:, ;h.,:: :,.. I':-.id tf)
S,,:tl11r'~ Ill....... "lr'~. 1:!i::':lO'~!l !1. Tol:ll:':~. .,vif.. 1'( \....il;: .::' \. ~:""l, hut S!Hlllld
<;111' !lnt h.' 11...it~l: :It tit/' li:;,i' ,~h... b.'co;:~"-: ''!It:~I,ul VI ';1IC:l d~"~:",~I'
th"ll s;,i.J .'iUnl
sh:lll h,-. p:d.\ tn ht'T I:tl~':',\ll"l. "l,'i:li:'nl :\. Tllll!1:tIl. :ind :!." "," 11"
if~',' (:iO ".) :1.'r
croul of -.;:lid nn'hr,:l1f ,J! ~llI' t'I':11:1IIld,'r of :h,.' TI'U.,;t 1':"':;,[,' ..~.;:1 t"
j '" t~l" hq.;h:ln
of thl' :-;1':~llJ:'" ni..c." \\T::i:llll '\. TO\llI;\Il. hilt ':hotlld 11" nllt II" lJ',:I~., ,It U11' lilliI' !t..
would h"',,,' !H'COlll" "1l!!:1.-.! t,l ..;lIr!1 di,;t!'ir~l::l,m ~!j"l\ '.;1:': F:~','. {"\I,'
i"~:- ,"1'111 of tll"
orJt',h;llf of thl~ r,.:~::tln""r "f -::lid T:-t:.;t l:';~":,, ...:1:.111 !JI' :".,d :,} ,'\
., ;., "IT';.
t-:1i::ltwth II. 1""'11.1n; Ow n:t\"r "tH'-Ita!f ,I: th.' r":I.;I,ll'!,'r of ll,~'j 'l-.;t I.:...t.lll' ~;hal1
ill' paid Fif~v (:111",) I,.'r CI'l1t III :111' ";.1id ~,lr.... Ell/;Llwth II. Tnl::! ;:!
If ~tI.. i': not
ti\'i',I! ;'It ~i1t' tinH' ';h,' .....'mlll !l;l','I' tH'I'Ol1l" rontitl,',t t., <;l1rh r1i ,;t:":il "j,,:1 n...n .;.Lld ";!:.'lrt'
",h.,I111,' p"IIt1:n t,l'!" 1:II-h.Lll'!. ....il!i,tm\. 1',11:1:.1n .w,1 ~l'" 1l:11"r i ..
1 " I, ",) p" r 1"'~lt of
"';tid nl\l"tJ.1:~ nf .11" :",,~,,\'!ld,'r I\f th.' 'I'!"'I": l' ;';ol.' ~h Lll !,., P':
'..1 id W:11i.l:li
A. ToII:\:,:l 1"11 If il,' h.' nnt It','It\~' .n ~hl' I,l:'" h,' ',1..n:1 ~ I .i.... ~,..
, .' ~. ~ ~ ,..j !!) '.111' h
cli. trth.': d:l :h"!1 '"':I"q ",I::lr,' Ill!' 'd' pLloi
:h.'
.I,t '..1'
I" .,'
!. :,)III:.,n;
I' ,,'.' ~,
I. ~:IIl'llld :11\\ dl',trillllll\'" o.;h:.r" <.1" fn:-:h ;,1"1\"" I,.. ll1f;q',,\ i" of
t1i!Hrill11tl!'lI ior till' I"' :1';01\ th:lt lll.,tlwr th.' onl!IIl.~1 t1i.;trilolllt.,. lIor tip' :i!I,'rfl:l:p
olir-t:-ihllt"" i'; li"'"j' :It t!!.. tiflH' IlP nr' '.tll' would 11;1\.'" IIl'conw "f1lltl"t1 to <;Ilrh
dl!-ltrihlltio:I, Oll'll ~ll('h tlistnhlltivl' ~har" sh:i11 Ill' p:lid to TILl' Srhool of Ill'otnl
~\ll'diC'ln" (I( tllf' l.ni\.'.r....i!y or Pl'nns\"!\'ania. 4001 Spt'\le!' Strf',.t, I'tllbdl'lpbia,
ppnn~"I\';mi;l. to hI' cr..ditl.d tn tht. {'I;IS!-l of l"lS, of which my Ill/"h:lnt!. f)r_ .TanH's
F. Woodhurv W:l~ a fll"llllwr. to tw Ilsl'd for sncll Jlurro'w or pl1rpOSt.~ ;Pol !h~
Trll,.tf'C'S of ~:lid Srhflol shan dl'!'rn lip,,!.
......nTH.I.I.: lit
----------
GE~I:HA J. I'H()\,ISIO;-':S
~'..:.~_t..!~ It is ngrf'('d that tllf' ~.ttlor ma.V by instrllllll'nt in writinl!. df"'tivcrrd
to the Trll~t"I', {:II modify or alter thi... l'q'n"'TTll'~lt, in .....htllt. or in par't. provided
that thi" dillies. pnwt'rs :lnd liahilit." of tll" Tr\l~t(,f', shall not hp t.:h:\I11~t',1 \;.jthollt its
'..:ritH'n ('on<';"IH; (hI rl'\"nke this Arl""'lnl'lIt ill ",hol._' or in part.
.:i'::c:.tin~~~ 1'1,,' :;(.t:lor :"('S"I'\,I'S thf' ri;:ht fnr Iwrsplf ;lllrl 0:111'1-<; to ,j~;sil:n
nd~lition;ll rn.{l:l(.n.... ~f.('\lritif'... or c:1':h to the Tr\J<;t"~ to 1lt' tll'H llnd,~:' tllf' tc'rm'>
hcrl'of. ...,t\t! t11p Tnl~t'.(' is allthori~'.C'(i and t'nlf1owt'rpd to rcc,'jyf' thf' !>311l1! {or' ttw
USI'S and llpnn th(' It'ufot ~:t.t forth hen'in.
S('('tir.~l 1:
ThC' T:-~:~:t'f' hy Jnillini! in tht' I'xf'clltinn of thl" in...trl1::1('nt ..;:;ignifip<;
its .ICc('pt~lnc" of th(' trll':t and a("knowl,.r\[!c<; that it h:IO:; r('('('j'..,'d :his d:l" f1 ,JrTl tllC'
51'tt10r all :1Ilt! sillL'ltlar th~' propl':"h' ....nd sl'{",lJritif'<'; d,'<.;{"'riilt'r! ill Sc1...,!1l1f' 'A"
attach('oI h"rt.to and mad,. <l part iwrf'of and nl!rl'I'S tll:lt it will hllld tilt' '~amt' :>r.t1
IlFi~ and di~po<:r' (If tht' procPl'ds tht':-f'of np')1I and .;ubJ"rt to all :1I1d ';'II~:1l1nr the trustH.
t('rmS and pro'" '-ion" ~l't forth in thi', !:ld"n!Il:-".
Tit I,; CO:.; \:C \';WI-::\ I.Tit }::\ TI()~~ AI. H/'\ :;;.: doth It,'n'h\' ('on<:titnt,. and :lp;-,oinl
Ilarold K. nrnok~t Trust Officer. tn hf"' its altornf"'\' for it. ;lIld In its nnnH' ilnd a...
ilnd for 1l~; cnrporatt' ;'I('t and (jt'f'd to ;'\cknnwl,.t!j:" thiS ill~;lrll!:H'llt III.for,' ;'In.... pcr!.on
havinl! authority h~. t}1f' law", nf till' Cllmf:lflIlWt';ll:h of P,'nn';v!.::tlll:I, tll takt. such
:H:kno\'.'!l.r!I'IlIf'lIl. III nil' it,t"l\! t!l:.t th,- :;l~;" ::::'\ I... ,,..!... r,'( I.~. j' I.
I';trp C.
~~,-,'.:.::.
-~,.>--,
.Sf.:o.:....!:{~;.;.'t;.f.t~f~~\~~:.~~.~.-f~.~..~(.:.;~~~.~-:~,,,::,,;,.':":"~..!':" ~. .,u'''- ;. ,'. '>.~ :::.. .
....t~"';;-.J ~~'L~'t.:'...~ .,t.....:~'i.;...A;;....~w...-r..".. K!.. ..._"'.('. '':' \,..' . - I . t.. ,.... -'..., '
. ":\:-~,,'''':'' ~t1";"""'';'''~)t\I'...;.'~-'::''U tJ."t.-~.... .-;:~~.":;~.."",,,,:~\ ....... '::c:-.. ....~. '..:.'. /: .;.,~, ~"..'; .':. :;.... .,' "" '- .
"''').~_':o''':it~:~..~t'~''*'I-i~.:.;:;.$''$;'"l?~.''~~ ;,"~~~r''''''''''i'':'':''I~.1..''l.:!:',.~''':, ...t,..,~~...:;..... :;~... j.';::,"" . :.~.. ...... ",''"':- ;
,.... "':'~_ .~..-.......:",.....~,t'~""':''''tl:~.:. _.,~... ,':-t'o -,roo~....,,-........ .. ..: "':. "...0.. ..".. . r' '. '.. ,J
::'';;:\l!'~~ijf;'if;~;:'~~'Kf;j';'i'n;;:'(l~~ '(l~;':i;I-1';;(r'':;~[i'i;~'\il'::->T 11"~'I':"; .;,', ..' ~~' . '.~ . . '
."r'~;~t;t1~~~:7r"~::,;\~i':Y:N"(~":'c)Hnt" '(.:. \\'nnlllil'H\' ANll;"": ('n~nH 1"~\"':I' i :,:,i . '. '. . .
.~.........~-r.... ..,.......~,... . ~. -." , ..1', . "\. ......,...,. _1"-
5~........-~~.....Nt\Tlr)N^J".""NI\.:.'....:::.../ -'. ,..;.~,.~~....,=...'...:,.... ....~_... '''. ". .., ..'; ~.-:,. --..f
.J1:~~fK~p~~~~~~'~~~~1i~~;~'::;;~:~' ~l~: .~~~:~:.~..~i~':r~;';'::t:.:->';};~ :.{..~..:;../:~:.:::~'~' .:;?..... ,:,w:, :~ .:: . '.~..
..~:;.,.." ~~TII1S fI'P'~II'lc',l\/rlnN' OF Till ST ^CiIlI:I.:MI':N"I' I'; 01.'1'" thl'" .)., IAJ... day - f:,. ~.'.
~>.:~t,::"'1'::'~~'.~I,:-:C'~';.J"l:~::;""~~:~t"-' :.~~ ~t:"'}.~'..,~:.'..: ; ~- ....:.:.::. ~....::.t :...-."-.:-~ ,I;';,:. _ ::......, J;:~.;' .... ~ .::'. .' . o,!, ':. .:-' .
'~"'~~~'.:l.~:."'Ui,~"j(t..",...""'''~''f..':~'.''' ..._' ,.... .......... .'f"\',., :......-.:.......-. ~.. .~. .1.........
;?~~~~":..~.(il._pr.Nn\'i.llIll~r. q',?~. Ill'twcl'n Cl:C"1t~l^ I:: 'WC~l1l111'H\. ,....:lIlnw. 'nr 417 South '.'~...-
']}'it~tt~~1':;.i:;~.~.J';:~!;:';'::-':!;{?'Y'I": .S.....;. ':",:': :?c. :...~.d. ;""~;i',.:7;'<:'.\" .::. ..:;-.-:: ;.:; :.::,..~:., '"
..;"~i;.:;.":. :,.colh'Cc' Slfl'C'1 in thl' Ih)I'ollrh n( (':II lislc', ('lllllh,'rl.Hl,1 ('ollnt". 1'('Ilfl'ldvaniil. .'. ....'. .
'.~~~.~~:f~~:1.f,~~i.~~~~:t~r'~51;~<~.P::'SF.. ::.:: ~':'::~::.: ~;.rC--_~ :....t~::,~ .:. :.:':~ .~~':.::,:~,>~.-:.:~;:: '~.:.'.:r;~.'-':' ~~. .:~; ~.l ~.0:~-r:'.:,,~'., '-:
.::c~:':..:.:'"~:~-} her!! i nO'l (!c'r, rd!! ~rc~ll In:'<; -Settlor.. '. r .~ ::' ':.: ..,. ..1:-'" , . ." .: I. :::..::: ".:- ' -' '.:.' . "~'~'.:"'.' "-.1
.;~~~t~~~~~l~&~~~~i0N;lf~1~~~?:~~'~~.:~~;:-;f~}X~.~~~;it.~;:.S .~~, >.'~;.~N;:2:~:":'::~':f~';::;~';;'i\~t::::... ,
:'~~':~.:.~~'';.::rlll': C"~l\'f \N\\ ~.:^' .'1'11 N^'r!nX.' To n^~:l';. :i hankint' irl-'Iitlll;nn '.lrpn:t,.d :,ilrJ
'~~j;;~~;':};~\:j]~f;~:;'::: ',::::,~,:':,',:::,:::::::,::::;'::',:~"':::::,:':",,".;'
")..:::_'.~-:: ::.hl~r(~'; 1;;1 rl f"r r('f~ r ~1'11 lt~ ~I" "Tnl':; t j';'" : ' . .. "/." ;~~::,~::,,-,;
~~:~~j~'~~~~:"::~':I::~:~';'~:~~~~"::~':;;': Ih,' '1;;tlc'Il,qr(' or Tl'n-.t 1'lItf'l'f"d 'nln bph~'I'I'll ~:,'~ll"r' :lI\lI"i'ru.-;::lel~~; ~
.~;:>-:: :-~:, ," .
~
.d~tf'd II,I\' :!.!. 1'171 i,'llPrphv morliflP'\ .\.' (o~'n""'s:
,.._;.
.-.-
1. Sllh'lnl'~l'r;1rh'; II awl I.of 1':lI':+I'I':\ph Third nf .!\ ,'I ir!i' 11 :lrt~ rl~vnk~t1 in ttwir
. ::~'~~:.\..:~.~.~lirf't)'. :Inti 1 ~l1h~til'ltp tlwrf'forf' th(' fn'ln....inL':
. .~ . , .'
;"":,,::,.:,:,,:,:,, "11., 1'ht" l'rll1aindl'" nf till' trl1,:;t '-'<:::11('. inr-!l1dinl' ;In'.' 1:11'.:/'rI di...tri!ltrtionH. sh~tl
/:.?'::.:-',::;: be p:l,1I tn T\~rq. _.l11'i~ "eirwr :i'.irul11rrn':Jn. wirt. or (;"Ol'l'/' 11 i',il1.m"rl1l:ln. or It '.'
~;;J:~';,:~.:' .n. N 1, SIIlPflf'n;"II1'r~'. II,'nn<.;\'l\':tlli:l. prfJ\';l!I'd ~~Ilf' tlH.'n Ilf' li,,'in~ O'It 'h~~ tinu' ,ql;f~' ..'
:~:~'.~":;~;:;'..hc("ol1ll'O:: f'nlith'" 111 .::;'I("h clLQrihu1inTl. hilI if sill" h.'110t 'thl'l1 li""'I:! I";':! llH~ rCl1lailld'~:',
7.-:-":;:;-/,;:;';hr thp Irlll.:t I'..;tatl.....:hil'! Ill' (l.drl tn TIll' !-1r-!l'lnl of Ih'n'~l tl,j,;ilicii,,' of Ill,' 1"t1';\.:I';:~ih:"
"~~'~~:'-:'.:':;'~:n( PI'III\_~~'!\'~lli:1. 4/1111 ~pr\1C"~ !-1lrl'l'I'. J'lIi!:ldl'iph::I. i','nn,:v'I,':llI';l.' to he ("rf'llitct',':."
~':;;)"'~', _:,:-.~'in thr ('l~ .;;::;' or l'II~, ,,( .....1rirh OI\' hll..-h:lIul. I'r. .IntTl,'<1 F. \\nn-P"'r\' .....:,r: ;1 lI,el1l~lf'r..
!).:",":'.-$"'-":tn hi' lI~a'oI fflr ~"("', flllrpn,:;(' nr r"I'pnr:f'~' ;1:; t11f' 1'rn..' 1'1";' "Ir -:"l:t\ ~dl'l",l r:h:l11 dC~!!l' .'
;:;;::-:::./h"'t.' .
'.. . ..... 2.
. ~..:...~.r1'rllSI fbII'd Ill:\' ',!", In'';'l.
:::~;i~ ::>. -
t~il!s.'~~.~.. ~:'. :1~1~~.~~;,:,::~,:,.'..",'t1, :->.""",,,' "..,I., ,.... '11<' ,"Pm'n" or .":;C "em",'."''':.'
~~~~~~t ..:..~cC'~:pl', th.c;.prf.)".:.t....i~~2~~..~ICr(.~~. :. "... .... .' ....... -:,.~. .~:~..
~tK3,j"~YE,;~:~!'~;:f:tlf;::~"'::;:~ ',:,:~~":'::,':,:;~);.!';:"'::?::"ii;~':'!~~;E;, "'"'
f ;:~;~f'! Jr:i:{~..:~;I{~~,~~;:i,~~;.~;~:::I;:.;;:':1 t~".~ c(~:::::~: ,~::: ,:.: :::::,:' :;;';~::::: ',':.',' ,.~::,f;::~, .~-:;', ::~ ~ ~::.::
". 'J:' ~~kn.~,...i,:d.."';:';,: 'i.n "';....;~'l;..nlll,,,( Ii... .,,,"',. """. ,." .I"h' ,.".'''''01,''\
In ;,11 nt!wl' rl''lp..r'I<:; t r:llif..' :I/If! cnnfir"llI t111~ prnv:,:;inn:; of .;~id Inil,'n:llrf! of
~.
.IN \~'!T~I':~,c: WtlEHI.:nF. (~l:nl"l';:l E. \\""II!'UI"'. till' S,'l'lnr". h:i.. b'n"llnt..
.\- '
,.'
:hn... r:lIl_=;l'~I.t~F..~(. Pr'f";"1l11t" lH~ S;1'IIP,[ It! i": r.nrpnrO'l.tf' 1I~l!11l.1,', ;t".Yi("...l'rc'~;id"l\t,
"wt hi'" 1,l:1nol :11:,1 ~;('"l1. :Iud Tllr: ('f\{llIll(lIl'......ll~h :.;~llinll~l' 1.\;Il'~. till' 'I r..l.~Io','.
, -
"'-
"' ~.
-'
:,mcJ j'tA cnrjlorat" ~e~1 tn lIP I1PI:..t.. ;I((ix,./I. :lttl";ll'd lw il<: ^'1.'jnl:l'lt
".!
-",:::.'
" .'- :~:.. ,}-' ..;., ~ .+.
. :.~.~~: ~.-;;: ~ :.:"~' r :.:~
.:,":':;,
. ~. - '.
'.'
~,'-'.
'.....
,
REV-4!S3 (1.8(1
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
.
(lnstructiotls on Rcvcrsu Siclt..)
Estate of r.nn"'g-4!1 r. IJnnrlhl1ry
BENEFICIARI ES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Dr. John R. Beck Trustee Friend Yes Legal Pecuniary bequest
under will of $1,000.00 for the
R.D. 1/6 benefit of his daugh-
Carlisle, PA. 17013 .~~~ .
~o~.in~~~ nf .r..". .n
dauphter ,Tennifer
Beck at age 21
John H. Zimmerman Trustee Friend Yes Legal Pecuniary bequest
under will of $1,000.00 for the
P.O. Box 80 benefit of his son's
Plainfield, PA. 17081 educa tion; remainder
nf .n onn
T 7i .. .~~ 71
.Tulia Peiner Zinunerman Friend Yes Legal Residue
11 n 111 "nv ?7 ~
~hippen"hurg. PA. 17257 -- ----- ~--_.__._..
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV-454 EX. 13.801
COMMONWEALTH' OF'PEN"NSVLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
Estate of
1
2
SCHEDULE "E"
JOINTLY OWNED PROPERTY
(lnsrructions on Reverse Side!
Georgia E. Woodbury
DESCRIPTION
TOTAL
MARKET
VALUE
Savings Account No. 18-0011168-2 with the
Commonwealth National Bank registered in nam
of Georgia E. Woodbury or Julia P. Zimmerman;
dated 5/30/75 4,621.85
Interest accrued to date of death on item
No.1 3.69
3 Certificates of Deposit with the Commonwealt
National Bank registered in the name Julia
A. Zimmerman or Georgia E. Woodbury
Certificate No. 5101 dated 4/7/80; due
10/6/80 at 14.804%
Interest accrued to date of death
Certificate No. 5102 dated 4/3/80; due
10/2/80 at 14.804%
Interest accrued to date of death
Certificate No. 5103 dated 4/3/80; due
10/2/80 at 14.804%
Interest accrued to date of death
All of the above listed assets were held
in joint registration for more than two
years or were purchased from joint funds
that were held more than two years prior to
death.
P
\
T
50%
50%
VALUE OF
DECEDENT'S
INTEREST
2,310.93
1.85
20,000.00 50% 10,000.00
731. 97 50% 365.99
20,000.00 50% 10,000.00
764.87 50% 382.44
20,000.00 50% 10,000.00
764.87 50% 382.44
TOTAL THIS PAGE
'*
DEPARTMENT
VALUATION
(0 Iflciel Use Only J
33,443.65 .8.3 'I -.s,~.s-
.f),~
!
I'
REV-51a FO (7000) ,
~~
COMMONWEAL.TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
John E. Garry, Estate Tax Manager
The Commonwealth National Ba.Dk
10 South Market Square
Harrisburg, PA 17108
Julia P. Zimmerman
Route 1, Box 275
Shippel1Bburg, PA 17257
RE: Estate of
County of
File No.
("~Q"'e; 0 E Wooo\;)""7
Cnml"u::t,..1 ~nn
;>1-80-0484
Dear Mr. Garry and Ms. Zimmerman:
You ore hereby notified that the oriiinal
appraisement in the estate of Georgia E. Woodbury
has been filed in the office of the Register of Wills of CumberlAnd
County an MA;y 7 , 19.Bl.. Said appraisement reflects the following valuations:
Real Es tate
Personal Properly
Jointly Owned
Transfers
Total
79,000.00
80.913.63
33,44.3.1';5
69.4o,.?,
1:>6:>,761.01
As to such tax that is paid within three months from dote of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when
death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice os provided by Section 1001 of the Inheritance and Estate Tax Act o'
1961,72 P.S. 2485-1001, P.L. 373.
Date
Mav ? 1981
to. 'fl' /)
",./I(~_"/(J/ ('~/,V/
Signed
Title
Chief Atlllraiser
NOTE: This is not a bill.
'lR
.-l
,... ~ ~
~
:z: ~ ~
0
I>l 'tl
fIl a
;l ....
~ s..
"
...
u :z: ;:1 .-l
... 0
~
~ ...
0 S 0
~ ~
~
Ii; 0 fIl 0 :z: 0
... I>l fIl >' !;; 0
:z: ~ ~ E-< :z: :z:
:j 0 ... 0 5 ~ I>l
,; 0 I>l
:z: :z: ... (,:l :z:
~ ~ fIl ~ 8 0 <: :s
I>l 0 "'"
.. .... ,;...."
,
..
i
,.. ........ -.
I
~-
-- -~ ' ~ ...-- ......
~Wi_....
------- - - - -- - - --- -- ~ _.~-- - --- -- --- -- -". .'--- ---- .'.- -- -~_. _.- - --~ --.-. -. -.- - ---
.,-...,._....~-- ~.
i(~~;tO(..61173BI385 COMMOND~P;~;J~~~ ::V~~~YLVANIA
g:::",.";" ' ". OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
If
<II
; RECEIVED __________-'1'lIBHTY-BIGB'! THOUSAND F1VB HUNDRED DOLLARS----------dO'lfcirs
1\
= r "'''
,
l
.
,.
\1
~ FH. No,
I Dote of Payment
--
~*
c~nwealt.h Nat.ional Bank
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
----------------------- - - -------------~-------
3 tI. Hanover str.et.
27' To)( on
s
"iress
17013
6'1i: Tox on
s
car1i.l., "a.
21-80-484 DOl. of Deo'h 7-5-1980
\ S'l, Tall on
s
OCtober 3, 1980
'k To. on S
Estate Tox, Act of
Moy 7. 1927
Nome 01 Decedenl
GZOa31A B. llOODBURY
CUlllberland
lOT AL lAX CREDI1
les!> fiye percenturn of lox if
paid within three months after
dole of d.olh
Plus interest 01 lhe rote of
_%from
10
Counly
"emorks:
NPAID ON ~COt1\ft'N
'ITOO~(P[L~@&'IT~ SEA L
lOTAL AMOUNT PAID
,
I
I
. ,
I
I
,
i
I
I
II
I
NOn:: Thi, Triplicate Receipt to be retained for audit purposes.
t
Rec.eived by
NOfE: In Ottepting nut trond., inheritance tOlt on fulure 'I"Ioles. prior 10 the dealh 01 Ihft Iii.
tenonl or tenonl for years, os eyidenced by this receip'. it is I.Indentood Ihol the Commonweal,h shall
not be precluded or preyenled from h.reoller aueuing additional inherilonc.tl II). 01 'he deolh oflhe
lilt, lenant or lenonl lor years wheneyer II oppeon Ihol suc.h oddillOnollolt may be legally due and
collec.tible lor any reason whotsoeyer.
!
I
I
!
i
,
,
.~
i
I
s
s
s
$
s
s
30,000.00
$
1,500.00
$
28,500.00
$
--./
/
~/' i
/ < #,
I < f.
,
,.
,- /,~~,
J;i/
ESTATE
*'
J/ ;J:/
, .. - "'_1
); / <1/"/
~ , ~," : I
.\:-; ~A
~" (, /r,...,-J;1717
',t' - 47'.'-/
~WEALTH OF PENNSYLVANIA
IMENT OF REVENUE
OOF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
IFILE NO:
..//
..:.~) -
';j '/" I
" '/ _..' //..
DATE
::.....
FILE NO,
COUNTY
," /. jj, A-
1,///..;11 ';-/.J ~/y;'
-- ..
/1-/1
11
//
/ --? )
DATE OF DEATH
/'1
//
,
,
,,'
I q<;IJ
-"
,/
/
~praised Value of Estate:
Real Estate
Personal Property
s .j ci <-''-1
, ,1/
+ .~?) .'/!
/
,1_11
<.,,!
/..!//j
~~r/
Jointly Held PropertylTransfers
+ /'.1 .;j
, ,
/
$ )'1" ,:/
f?/ ,J I
/
Total Gross Estate
Total Approved Deductions
""J ,//:01 '/..'J
/
s .~ /.t! Fl.? ')1
Clear Value of Estate
--
Less: Approved Charitable Exemptions
s/'~4 )<if i)'q
Clear Value of Estate Subject to Tax
Amount Taxable @ 6% Rate
s
/'~4 'l'/j' /,-"-1
.
tax due
S ',.-
-: ')
/
,/ /1 19
/
tax. due
Amount Taxable @ 15% Rate
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
s 3'i 2/1 7'1
/
* '* '* * '* '* A five percent discount totalin2 $
will be granted if the Inheritance Tax is paid by
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
OISCOUNT
INTEREST
TAX CREDIT
/;) - :? - '}7i
"'''' ,- + '/ ,.,.. S
$ / /' "I. /" I'.J $ ,.. ~- ...-1 ....u
1 I
= $. -i',~ li--j-" ,.'-0
,.
/ " -:;.
: ;; - I) I
I';' ,.i 7 'l
+
=
,. - r 'f -] 'I'
I _ .' I. /
1
+
=
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
$: 7;;/
J
<d", / ' :; / 10
See Information on Reverse Side
l____':> I
Assessed by: I/o
Agent for the Coml"l'\O ~.Ith
.' ;; ..
"", :;'21' ;~
;1" ~.
("
,.
!lEV..55 E)(+ lJ.tl('~
COMMONWEAL"ih ,'}F ~NNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT O.CEOENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
- .....~~....::....-----~....
Estate of Georllia E. Woodburv Date of Death~Y-5o-lllioFile No, ? l_Rn_bRb
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Claimant's Address
ITEM OATE
NO.
1 Jul
2 Jul
3 Jul
4 July
5 Jul
6 Jul
7 Jul
Jul
Relationship to Decedent _
NAME OF PAYEE
REMARKS
AMOUNT
Outs tan i
Re ister of Wills Cumberland 0
Commonwealth National Bank Trustees fee
Cumberland Law Journal Advertise letters testamentary
Borou h of Carlisle
Statement
Statement
Statement
Statement
A raisal fee
Funer 1 E ense
13.80
18.00
10.37
3.38
16.31
22.84
150.00
2 074.00
U. G. 1.
United Tele hone Co.
Penns lvania Power & Li ht Co.
ax
Testamentar
Se to 2 Martin M. Fehl and Sons Re airs 11. 87
20 Se t. 3 Clara Stitt Cleanin Service 24.00
21 Se to 12 Bureau of Vital Records Death Certificate 2.00
III 1no,oo
tinn:ll fllnp-r:ll pxpenRe 1~,OO
TOTAL THIS PAGE
1 hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes,
SIGNATURE OF ATTOfmEV/FlDUCIARV
DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S c::(.~ ft, tl. !:2 AT
/ ~j----- PERCENT.
~~ (J. ~V>d
REGISTER 01- \': LLS
/;)-,;{ /-7/
DATE
,~ . ,.." GENERAL INHERITANCE TAX INFORMATION
Jr .." .,
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 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, The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws,
r- "" C ("l > 1'1 > ;S
z > 0 0 C Vl C
C'l ("l c: c ..., z s: z r-
1'1 1'1 :>; Z ;:0 > 9 - 9 t""
Z Z 1'1 ..., 1'1 ..., z
9 9 ..., 0<: Vl 1'1 c;;
Z 0 Vl 0 ...,
9 ":l ;:0
"'1 ~
~ 0
'Tl
0 'Tl
-
Z ("l
-
>
r-
J. c:::
~, Vl
c. 8"- 1'1
IA.'.. ", 0
., Cl. "., ..
c:: ~ Z
l,.l A. ,) r-
4;.t....
.:j': ,..., 0<: 0<: -<
0''': I ir:~;'" ~
lL,!l:': C- ~p:! 1'1 rol
oJ". "'- Ow > >
0::(,": c: On:> ::0 ;:0
0- X:--;-
u'" OC'- I
","" ~ ",,=-
cr.'" F' --'u
u I
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 amount of each debt being claimed,
7. The form must be signed by the person who has assumed the responsibility for paying the debts,
REV-4U (e-1ft)
COhlllONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
INHERITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
TO:
DATE:
ESTATE OF:
FilE NO:
COUNTY OF:
DATE OF DEATH:
7 . ,',;, .?/
,../....,-I'.)~J;I'J !-;'.- A,,/.;},/),o.cv
"/ ;' :f: 77 '
I '.. I /. ..
~/../,I.':.rl" '/,.
-;.. ~. ~r~
------------------------------------------------------------------------------------------
A, DETERMINATION:
1. Taxable estate based up.n:
The United States Estate Tax Raturn (Farm 706)
Tho communication from the Federal Government
canflnnlng the acceptance of or changes to the
Federal Estate Tax Raturn
2. Amount of credit far State death taxes (as verified)
3. Pennsylvania inheritance tax assessed
(excluding any 'discount and/or interest)
4. Nonnal inheritance tax paid to other States or
Territories of the United States (excluding
any discount and/or interest)
5. Total inheritance tax credits (line item 3 plus line item 4)
6. Total liability for Pennsylvania estate tax (line item 2
minus line item 5)
NOTE: Complete line items 7 and 8 ONLY when detenninoti.n
is based on Federal Closing leller
7.
Amount of Pennsylvania estate tax assessed on determination
dated
Addition (reduction) to Pennsylvania estate tax (line item 6
minus line item 7)
8.
$
$
~.l 7.:3" ;;' .~'';. 1-:;
~/ ',,"1.1:!.
,
$ ;i''',,,' ';. -;:;
,~ ,..1 .'.
$ ~'I'?-
O:-~ 'I" 71
/J' ~, f~ /
.
$
$
_0-
$
~-P- /'
. , ...--, .-,; .
Detenn.naloan prepared by. ---:- - ;,~/..". ~".':>
Date: /-- / ,;,. ;{"It
,
.d. , ';..,-.......-
tI
------------------------------------------------------------------------------------------
B. ASSESSMENT:
1. Pennsylvania Estate Tax reflected an:
line item A (6)
line item A (8)
2. Less credits:
DATE OF PAYMENT
AMOUNT PAID
INT EREST
($ I
($ I
($ )
3. Balance of Pennsylvania estate tax due
Interest is due at the rate of six (6) percent per annum from
Assessment prepared by:
Date:
$
CREDIT
=
=
=
$
to the date of payment.
AGENT FOR THE COMMONWEAL TH
SEE REVERSE SIDE FOR INSTRUCTIONS
" 1! 2
0 ..: oj
~ .~
"" g u
... ::; :-. 'g
c 0
'- :- -. - - - ....,;
~ -g - .B -~ :- - .s
<:: 1! " :-
- ~ or.
~ " oS
~ '- - :- := ':i
~~ '- " ~
-= -
" ~ ;; :i
.c :-, 2
1319 'I: s ... :-
.~ - " " -5 ::I
~S-::t or. ., :- ~ 'U
0 ..g en 'J
~'"':~ ~ - ,5
E - - ~ ';j ;;; '- ~
C; '- - ..>:
@S~O 'c ~ ::; g or. S ;; '0 ~
:- :-
~;:s"? " ;: '9; ... -
"" " - ;r. 2 ;; "
p..~..... - i: S ~ c ~ Cll
1<< N ;: 0- " 0 ~ E
:- "
o . ., ... :- 1! ... ... "
I;; ~ 0 - ~ !j 1! " 0 ;;
,>!, v, - ri5
- .;: .2 " ..
a ~ ~ ] ]
Cll E C ""
E " ';;;
r..> - .9' '-'
'" E " C ~ " ... c: or.
E :-
,Q '" u 'E E " 0 'C
Ul1:Jg3 e '';:: "
" - " :g :-,
" oj - " 'I: ~ :-
or. - - ;: ... "-
" 0
- - ~ 8 :;: ;:;; ~
,. 8 ~
;
n
nr- ex)
c"" - ",'"
-;.::1 ",'"
0-;::::: ~)n
",,' ._.0
;~ I.n:.tJ
- -4Cl'
:,;Tl
N .::,':1
~~r: J:>, "';1
, , "
~ 0 :
_.' -,
,"
..,
<
It ~ 5 ~
~ p: 0( :: >
lL .J ll't ~
rC ..:. ~ Ul
::l!~>Z
)0 0 Z
. I- ILl z ILl
~a:ZC"
;--l;1&I 0: "',.;
LI~ g hI
_<0::;
- .. 0:
.. <
~ u
-.
.
COURT OF COMMON PLEAS OF CUMBERLAND COUNTV, PENNSVLVANIA
ORPHANS' COURT DIVISION
NO. OF
ESTATE OF GEORGIA E. WOODBURV, DECEASED
LATE OF THE BOROUGH OF CARLISLE, PENNSVLVANIA
FIRST AND FINAL ACCOUNT OF
THE COMMONWEALTH NATIONAL BANK, AND
JULIA P. ZIMMERMAN, CO-EXECUTORS
DATE OF DEATH: July 5, 1980 WILL NO.: 21-80-484
LETTERS GRANTED: July 11, 1980
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS:
Cumberland Law Journal - July 25, 1980; August 1, 8, 1980
EveninQ Sentinel - July 22, 29, 1980; August 5, 1980
SUMMARY AND INDEX
PRINCIPAL PAGES
-
Recei pts 3 $160,069.97
Net Gain/Loss on Conversions 6-7
Adjusted Balance $160,069.97
Less Disbursements 3-6 95.016.03 -
Balance Before Distributions $ 65,053.94 ,
c
Distributions 6 24,118.50
Investments 8
Capital Changes "
Principal Balance Remaining 2 % 40,935.44
INCOME
Receipts 9 $ 5,219.54
Less Disbursements 9 449.21
Balance Before Distributions $ 4,770.33
Distributions to Beneficiaries
Income Balance Remaining 2 $ 4.770.33
Combined Balance Remaining 2 $ 45.705.77
L1~[f. 99 F~GE 530
,
PRINCIPAL
COMPOSITION OF NET BALANCES
Cash and amounts temporarily invested in
Commonwealth National Bank Common Fund A-2
INCOME
.'Cash
TOTAL PRINCIPAL
TOTAL INCOME
TOTAL PRINCIPAL AND INCOME
Market Account
Value 6/30/81 Value
$ 40,935.44 $ 40,935.44
$ 40,935.44 $ 40,935.44
$ 4,770.33
$ 4,770.33
$ 45,705.77
$ 4 , 770. 33
$ 4,770.33
$ 45,705.77
lIB[R 99 fAGE 53'.t
2
PRINCIPAL RECEIPTS
Balance per inventory
Adjustment to Inventory accrued interest on
Commonwealth National Bank Savings Account
No. 18-0016333-7:
Inventoried at
Revaluation
$ 1. 97
-0-
Subsequent Receipts:
'4/2/81 Refund of School Real Estate Tax for 1981
6/24/81 Refund from Hopcraft Insurance Agency -
cancellation of homeowners policy
6/20/80
6/28/80
6/28/80
7/3/80
7/3/80
7/11/80
7/15/80
7/17/80
7/23/80
7/23/80
7/24/80
7/24/80
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
Julie Zimmerman - outstanding check
Julie Zimmerman - outstanding check
Don M. Hopcraft, Insurance Agent -
outstanding check
Bess Sallenberger - outstanding check
Clara Stritt - outstanding check
Register of Wills, Cumberland County -
probate costs
Cumberland Law Journal - legal advertisement
Borough of Carlisle - sewer and water service
Borough of Carlisle - sewer and water services
to 7/2/80
United Telephone Co. - telephone services to
7/13/80
Pennsylvania Power & Light Co. - electric service
to 7/16/80
Steven W. Barrett, Real Estate - real estate
appraisal
L1r.tR !:i9 PAGE ;j35
3
$159,913.63
( 1. 97)
106.31
52.00
$160,069.97
$ 135.00
200.00
188.00
125.00
120.00
60.00
18.00
10.37
3.38
16.31
22.84
150.00
Principal Disbursements (continued)
7/30/80
8/7 /80
8/8/80
8/14/80
A/15/80
8/18/80
8/25/80
8/25/80
9/2/80
9/3/80
9/12/80
9/18/80
9/19/80
9/19/80
9/23/80
9/23/80
10/9/80
Hoffman-Roth Funeral Home - funeral expenses
James Line, tax collector - school real estate
tax for 1980
The Evening Sentinel - cost of advertising Letters
Testamentary
David L. Hawbaker - lawn care for 6/27/80 to
7/30/80
William G. Rowe - appraisal of personal property
Samuel C. Boyer - appraisal of jewelry
Pennsylvania Power & Light Co. - electrical
services to 8/15/80
United Telephone Co. - telephone services to
8/13/80
Martin M. Fehl & Sons - venetian blind repairs
Clara Stitt - cleaning services
Bureau of Vital Records - cost of death certificate
Hoffman-Roth Funeral Home - funeral expenses
Julia Zimmerman - funeral expenses of transporting
Georgia Woodbury to Brewer, Maine for burial
Borough of Carlisle - water & sewer service to
9/16/80
Pennsylvania Power & Light Co. - electric
services to 9/16/80
United Telephone Co. - telephone services to 9/13/80
Cumberland County Register of Wills -
Pennsylvania Inheritance Tax:
$200,000 @ 15%
5% discount
$ 30,000
1,500
10/10/80 David L. Hawbaker - lawn care from 8/23/80 to
9/22/80
10/15/80 Cline Service - installation of new water heater
1I11tP. ~9 rAGE CJ3G
4
$ 2,074.00
425.27
21. 50
40.00
85.00
50.00
12.41
11.22
11.87
24.00
2.00
35.00
444.73
10.06
2.69
11.22
28,500.00
50.00
443.43
Principal Disbursements (continued)
10/16/80 Johnson Monumental Co, - monument lettering
10/20/80 Bixlers Hardware - keys made for 417 South
Co 11 ege Street
10/23/80 United Telephone Co. - telephone services to
10/13/80
10/24/80 Pennsylvania Power & Light Co. - electric services
to 10/16/80
10/27/80 Terminix International Inc. - termite treatment on
10/21/80
11/19/80 Aero Oil Co. - fuel oil service
11/25/80 United Telephone Co. - telephone service 11/13/80
12/23/80 Pennsylvania Power & Light Co. - electrical
services to 11/19/80
12/24/80 Jeffrey S. Austin - floor repairs
12/26/80 United Telphone Co. - telephone services to 12/13/80
12/28/81 United Telephone - telephone services to 1/13/81
2/11/81 Cumberland County Register of Wills - certified
copy of wi 11
3/31/81 Internal Revenue Service - Federal estate tax
4/2/81 James Line Tax Collector - borough and county
real estate tax for 1981
4/2/81 Borough of Carlisle - water, sewer and trash to
4/10/81
4/2/81 Cumberland County Recorder of Deeds - 1% transfer
tax
4/2/81 B & H Real Estate Agency - realtors commission
4/3/81 Cumberland County Register of Wills - balance
of inheritance tax
4/3/81 Cumberland County Register of Wills - fee for
filing of inventory
4/15/81 Internal Revenue Service - U.S. Fiduciary
income tax for period ending 12/31/80
5
lIm: 99 rAGE ;]37
$
105.00
1. 91
11.22
2.55
503.00
218.96
11.22
20.54
45.00
13.17
13.10
2.00
33,412.01
52.20
100.00
790.00
4,740.00
5,219.79
13.00
38.09
Principal Disbursements (continued)
4/15/81 Pennsylvania Department of Revenue - fiduciary
income tax for period ending 12/31/80
Reserves:
Commonwealth National Bank - executor's fee
Robert M. Frey, Attorney-at-Law - legal fee
Closing costs
TOTAL PRINCIPAL DISBURSEMENTS
pRINCIPAL DISTRIBUTIONS
8/27/80 Distributed household goods to Julia P. Zimmerman
8/27/80 Distributed jewelry to Julia P. Zimmerman
9/17/80 Distributed coins to Julia P. Zimmerman
9/17/80 City of Brewer, Maine - cash bequest
12/16/80 Cash transfer to Julia P. Zimmerman T/A
Account No. 19313-01-4
12/16/80 Distributed Cash to Julia P. Zimmerman
1/2/81 John H. Zimmerman - cash bequest
1/19/81 John R. Beck - cash bequest, benefit of Jennifer
Beck
4/13/81 Julia P. Zimmerman - distribution
TOTAL PRINCIPAL DISTRIBUTIONS
$
107.97
8,046,00
8,046.00
200.00
$ 95,016.03
$ 2,628,00
3,004.00
186.50
300.00
5,000.00
3,000.00
1,000.00
1,000.00
8,000.00
$ 24,118.50
PRINCIPAL CONVERSIONS INTO CASH NO GAIN/LOSS
8/6/80 425 units Commonwealth National Bank
Common Fund A-2 $ 425.00
8/21/80 100 units Commonwealth National Bank
Common Fund A-2 100.00
9/17180 700 units Commonwealth National Bank
Common Fund A-2 700.00
LlBlR !::.lU ~AG[ :J3o
6
\
Pri nci pa 1 Conversions (colltinued)
9/19/80 100 units Commonwealth National Bank
Common Fund A-2
9/23/80 100 units Commonwealth National Bank
Common Fund A-2
10/6/80 28,400 unitsCommonwealth National Bank
Common Fund A-2
10/15/80 160 units Commonwealth National Bank
Common Fund A-2
10/27/80 503 units Commonwealth National Bank
Common Fund A-2
11/3/80 100 units Commonwealth National Bank
Common Fund A-2
11/19/80 100 units Commonwealth National Bank
Common Fund A-2
12/11/80 $35,000 United States Treasury Savings
Bonds Series H
12/18/80 5,000 Units Commonwealth National Bank
Common Fund A-2
12/24/80 100 units Commonwealth National Bank
Common Fund A-2
12/31/80 1,000 units Commonwealth National Bank
Common Fund A-2
1/9/81 $5,000 United States Treasury Bonds Series H
1/16/81 1,000 units Commonwealth National Bank
Common Fund A-2
1/30/81 100 units Commonwealth National Bank
Common Fund A-2
4/3/81 5,220 units Commonwealth National Bank
Common Fund A-2
4/13/81 8,100 units Commonwealth National Bank
Common Fund A-2
4/22/81 184 units Commonwealth National Bank
Common Fund A-2
$ 100.00
100.00
28,400.00
160.00
503.00
100.00
100.00
35,000.00
5,000.00
100.00
1,000.00
5,000.00
100.00
100.00
5,220.00
8,100.00
184.00
lIBlR 89 FACE ;:.,3<;
7
PRINCIPAL INVESTMENTS
7/14/80 1,800 units Commonwealth National Bank
Common Fund A-2 $ 1,800.00
7/16/80 4,000 units Commonwealth National Bank
Common Fund A-2 4 , 000. 00
7/28/80 23,443 units Commonwealth National Bank
Common Fund A-2 23,443.00
8/4/80 2,500 units Commonwealth National Bank
Common Fund A-2 2,500.00
12/12/80 32,019 units Commonwealth National 'Bank
Common Fund A-2 32,019.00
1/15/81 5,021 units Commonwealth National Bank
Common Fund A-2 5,021.00
2/6/81 1,400 units Commonwealth National Bank
Common Fund A-2 1,400.00
4/7/81 40,892 units Commonwealth National Bank
Common Fund A-2 40,892.00
6/8/81 2,609 units Commonwealth National Bank
Common Fund A-2 2,609.00
-, , l~O r"k~t JliU
U~IU~ vv
8
INCOME RECEIPTS
U.S. Treasury Savings Bonds Series H
2/2/81 Interest $ 1,300.00
4/2/81 417 South College Street, Carlisle
Rent 525.00
Commonwealth National Bank Common Fund A-2
8/6/80 -
6/1/81 Earnings 3,394.54
TOTAL INCOME RECEIPTS $ 5,219.54
INCOME OISBURSEMENTS
4/15/81 Internal Revenue Service - U.S. Fiduciary
income tax for year-end 1980 $ 6.53
4/15/81 Pennsylvania Department of Revenue -
U.S. Fiduciary Income Tax for year end 1980 6.66
8/19/80 Transfer liability escrow account #80859-00-2 6.75
Reserves:
Commonwealth National Bank - executor fee 429.27
TOTAL INCOME DISBURSEMENTS $ 449.21
By:
-AND-
I~~ j}~~~
Julia P. Zim~an,
Co-Executor
L1oEP. 99 FA,,[ ;,yh
9
COMMONWEALTH OF PENNSVLVANIA )
COUNTV OF CUMBERLAND
)
I, Robert K. Reitzel, Trust Manager of The Commonwealth National
Bank, accountant in the foregoing Account, being duly sworn according to law,
depose and say that the above Account is just and true, both as to items of
charge and discharge, and that the grant of letters and the first complete
advertisement thereof occurred more than four months prior to the filing of
the Account.
Sworn
By
this
to and subscribed before me
~4Tj.j day of JULY,
A.D. 1981.
...""....."'"
\." !,intlu,,,,,,,
. ,.i."..u ~'/jP',..,
,.....\,"'.1\. v - '.
.,'.... ..... . .
. ~:.al . ....... ....
r......~..,... .
./....)?,.' . '''Ii"' ~otary Pub11C
-~'f:" ti' .f.. -
~ c;) : 4~;, cO: ,S' i cv.i V, KElSfIl, NOTARY PUBUt
0,' ~,~""".,", ~ ~iSl.E BORO CUMBERlANO CllUNlY
\":"~;:o~1. " '\~~"4&r~MMISSloN EXPIRE~,I,AN 7; ,1,985"
-:". ~ ...2'A,.....:\~.~i. Pp:nnsvILl:tnlt, .0.."\'''' -, .
", Or'li\' " ,--
...... ,\, ....."
'.If""......
/~
UB[R 98 rAGE J'i~
!
I
i
i
i
I
I
I
'.,
,
to"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
Sworn _...
Robert K. Reitzel, Trust Officer Commonwealth National Bank and ,Julia p, Zimmetman
being duly sworn according to law, deposes and says that he en-Exeolltnt..
of the Estate of Gent!:!" E. Wonrlhllty
late of boroueh of Carlisle , Cumberland County, Pa" deceased and that the
within is an inventory mado by .C2mInnnldpnl t'h N:1t" 1 Rank.-&. J.ulJ.:1 P 7-fmmQr_. the said ~n-F.Yrat"lItn1'"C::
01 the entire estate 01 said decedent, consisting of all the personal prop.rly and 'I'.r.fl estate, except real estate outside
the Commonwealth. 01 Pennsylvania, and that the ligures opposite each item of the Inventory represent it's fair value
as 01 the date of decedont's death.
and subscribed before me,
19 81
Julia P. Zimmerman Adm;,hlrot.,
and
by
Robert K. Reitzel Add,."
Trust OffIcer
Co-Executor
Date of Death
5
Day
1111y
Month
10tln
Vea,
INSTRUCTIONS
I. An inventory must be liIed within three months after appointment of personal representative.
2. A supplement inventory must be liIed within thirty days 01 discovery 01 additional a..ets.
3. Additional sheels may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
OJ
.....
IJl
.....
.....
" .,;
>- III
I- W U :::
~ '" I- .... ..
w ~ "
0.. '" 0 u
0 V> " " ..
0 w w :;l .c c '" ...
J: '" .0 " "
I- 0.. U. "1:l :;l ni 0.. c
I- -l ~
Z -l <( 0 g, 0 0.. 0
U. " :t:
W 0 <( w :/ 0 >. <(
,I > z '" 00 -
Z 0 c
C OJ "
.; II - V> Z .c 0
'" U
Z w <( ~I '-' ..
0.. ~
C
- ..
I 01 -.:
OJ' 0 "
'-' .0 ~ ...
" E 0
- ..!!
, " " 0
, -l U u: '"
"
~ (.
Real Estate
Inventory or the ;eal ani personal estate of
Georgia E. Woodbury
deceased.
1. Property situate and known as 417 South College Street, Borough of
Carlisle, Cumberland County, Pennsylvania, being a two-story brick
dwelling on a 90' x 150' let. Recorded in Cumberland County Recorder
of Deeds Book R, Volume 18, Page 202, dated 9/18/58; Sold at
Total Realty
Tangible Personal Property
2. Jewelry; appraised at
3. Household goods and furnishings; appraised at
4. Coins; appraised at
5.
Intangible Personal Property
6.
U.S. Savings
Issue Date:
U. S. Savings
Issue Date:
U. S. Savings
Issue Date:
U.S. Savings
Issue Date:
U. S. Savings
Issue Date:
U.S. Savings
Issue Date:
U.S. Savings
Issue Date:
U. S. Sa\,ings
Issue Date:
U.S. Savings
Issue Date:
U.S. Savings
Issue Date:
U.S. Savings
Issue Date:
U. S. Savings
Issue Date:
U.S. Savings
Issue Date:
U.S. Savings
Issue Date:
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Bond, Series H, Certificate D 40446763 H,
December, 1965
Bond, Series H, Certificate D 40446762 H,
September, 1963
Bond, Series H, Certificate M 40632199 H,
February, 1967
Bond, Series H, Certificate M 40632220 H,
April, 1963
Bond, Series H, Certificate M 40632221 H,
April, 1963
Bond, Series H, Certificate M 40632222 H,
August, 1963
Bond, Series II, Certificate M 40632223 H,
August, 1963
Bond, Series H, Certificate M 40632224 H,
August, 1963
Bond, Series H, Certificate M 40632225 H,
August, 1963
Bond, Series H, Certificate M 40632226 H,
September, 1963
Bond, Series H, Certifica;:e M 40632227 H,
September, 1963
Bond, Series H, Certificate M 40632228 H,
September, 1963
Bond, Series H, Certificate M 40632229 H,
September, 1963
Bond, Series H, Certificate M 40632230 H,
October, 1963
$79.000 00
$79.000 00
I
I I
I $ 3,004100
II 2,628 00
186 50
II
II !
I'
,
I 500 00
i
I 500 00
I
I 1,000 00
I I
1,000\00
1,000100
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
1,000 00
,GeQr ~i'a E: Woodbury--Continued . .
"
19. u.s. Savings Bond, Series II, Certificate ~I 40632231 II,
Issue Date: October, 1963
20. U.S. Savings Bond, Series II, Certificate H 40632232 II,
Issue Date: September, 1964
21. U.S. Savings Bond, Series II, Certificate V 40082349 II,
Issue Date: Hay, 1963
22. U.S. Savings Bond, Series II, Certificate V 40082350 II,
Issue Date: June, 1963
23. U.S. Savings Bond, Series II, Certificate V 40082351 II,
Issue Date: July, 1963
24. U.S. Savings Bond, Series II, Certificate V 40082352 II,
Issue Date: August, 1964
25. U.S. Savings ~ond, Series II, Certificate V 40082353 II,
Issue Date: December, 1965
Total Personalty
$ 1,000.00
1,000.00
5,000.00
5,000.00
5,000.00
5,000.00
5,000.00
162.50
20,000.00
1,207.80
. )
4,067.39
1.97
4,211.12
1,863.34
2,961.53
376.30
59.09
43.17
26.06
62.86
52.00
$80,913.63
26. Interest on U.S. Savings Bonds, Series H, due July 1, 1980
21. Certificate of Deposit # 18-4783 with Commonwealth National
Bank at 11.880% due July 5, 1980
28. Interest accrued on item 27 to July 5, 1980
29. Savings Account No. 18-0016333-7 with Commonwealth National
Bank
30. Accrued interest on item 29
31. Checking Account No. 182-972603-1 with Commonwealth National
Bank
32. Accrued Income from Georgia Woodbury Trust Account 09514-00-1
as of July 5, 1980
33. Accrued Income from James Woodbury Trust Account 09513-00-3
as of July 5, 1980
34. Social Security for June, 1980
35. Uncashed annuity check from Connecticut General
dated July I, 1980
36. Uncashed annuity check from Penn Hutual dated June ii, 1980
37. Uncashed Annuity check from John Hancock dated July 5, 1980
38. Refund from AERO Oil Company
39. Cash from decedents safe deposit box
n
,- ~
2"
-.:r:. - :0'"
;;::.; "'I"'"
:;lc ~~ '- f1g
;:.1:,:: - ',.)::0
..40
'.' '1;'1
;.~ .:;. r'o,) ;:;J
A. . ~)
~'-, '1
" ',=, :'
"" -- "
"
~ .. ..
H' ~ J " ::; ~
",,"OJ: U " ;;;
e Gl ~.. " ... "
~ 01 :..o~ U :g
~ t..c >- \ . c."E "
i ~ ~1Il""'" ~ ~ o a
~:.,~~ "" 1:: :: c :u E
~~ .... c ::s "" ~
0 " ::s 01 - ~~ 0(
0"" <3 .. to Z
- ::> t;
...-o~ 1:l :u 'I::
c ~... 01 - 0(
&.& 0 ~ ... ~~ ,5 :. ~ ..
.~ " , :. c " ?i
fJ~ Q.~. ~ - -5 ..!! :u ;t f a:: 0( iii
u~ 0 ::> ,5 ~ II. -' >-
<.!!~c: ~~ -.:t .v 0 t;: - J2 .:. " en
- :lg~ I c - - c - '::E 0( .. Z
01 " 0 >
0 t:"" "" - 01 '" II .. 0 Z
Dt\ c:: ():J ~!3 <Xl 01 :. C 1:: '-<\1- bl z bl
~ ., ~:g c::w I '~ .s ';:: 2'& 0 III i a:: z < Do
..... ;:; ~ - :t
....... .!' II = H~ N '" "::l C 1!. c \J~ a: w
Vi ~,,- - .... " - :u 0 :t -'
" 0 .?! to
~~ 0" ~ ... 'n t: ::> en ""
g ..c c.,s: ... ;; .. ,~
~'~~~~l - ~ ,.. 0 0 J ('.=.
~~ ." 0( "
>. c; " .?! ..2 a a: ::;
.... .::> C ,!:j ~ ~ <f.
~g 'E ';; "
~ ..5" -:::== .... - :-, c; ..c u
" - :. ::> - ..
~~ u ::s , '" .. ~
E 0 " ~ ::> :- 0
u C u "
u ?1 u '" :Q
,~ < :; ?; ....
..c :!: ~ ,- " ~
-
.. .. " ..
,.
REV. 73G.AEX (9831
~
ACN 202
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF ACCOUNTS SETTLEMENT
p, O. BOX B903
HARRISBURG, PA 17105
DATE 01-21- at.
ESTATE OF
tll.lllOBUR '(
GLOR" r,\
FILE NUMBER ':1 lJO-lJ'.84
L
DATE OF OEATHO 7-05-ijO COUNTY CUMlIEPLA/<D
NOTE: TO 'NSURE PROPER CRED'T TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO
THE REGISTER OF WILLSOF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REG'STER OF W'LLS, AGENT,"
J UL IA P lIHI'o!:fH1AN
R 0 1 fl OX 2 75
SIH PPl:NSe.URG
P'\ 172:'7
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
CUT ALONG THIS LINE
X-----------------'-------------------------------------------------
NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER
ESTATEOFl<OODI.lU~Y GEORGIA E N~~~ER21 80-0"04 ACN ~U2 DATEOI-21-86
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
2,970.53
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount andlor Interest)
3, Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount andlor Interest)
\,\.'{] 9.7<1
. (1(\
4. Total Inheritance Tax Assessed
33,719.79
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvania Estate Tax Assessed
Based on Federal Estate Tax Return
.00
.00
7, Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
Payment
Date
Receipt
Number
Interest {.J
Amount Paid
Total Tax Credit
Balance of Tax Due
Interest
* IF PAID AFTER THIS ..lATE SEE REVERSE SICE
FOk CALCULATION CF ADJITIGNAl. 1i',TEkESr
I
Total Due . 00
(If Balance Due is less than $1.00 r.o payment is required)
COpy 2-REGISTER OF WILLS