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HomeMy WebLinkAbout80-00516 'I': ~;j~~j::l~.~t~:f:"):~Y:,::; ~~~.;r.'''';n,::-,_..,.", -, ..' ~ ~.~l~::~~1~3:)i/)'~_,_: '.'::. " rl!:"....~1- ,,' I,~'...,,.,,....,, ~~~*.'~l~.:~;'~)!,~.b~>>~ ",' :,:;:~,:.... ..~1l'~ >-'\tk-7,' '''. ..",' .'.' ~".;W'~> :,';~~~.:~ . ~i.i':l-i"""" ' ~~~~~~::/;~:(';.: . ""1:"'''''''' , "~~' \:-'r;t,~..,:,' ;_;... .;. ~;1;l: ,..~.........' r' .. co'" ~\."'..'. .r~R:".".",:,'~'n-;~;: H1.'~.)'11.~' ;:~l..tr.~,.~.-.. :lX:'t;~~~:'r:': . . ". -..~ ,. "f:,'.!,,;:,,;' , ?:~.-,;,~;. \.,'h- " ';",/> ~, '\~<;;, : ~5t::. ..., . ~:::.:->/ ~.:>':.: ',' ... " " ..:....;:. :::.'.:';~:";..., .. ., " :'<':-;': '..;..-. " , ;!i , ' , .. ".: ~'.' ,,' S '. ,'.:. '~ , f1} I .~ ~ .. :-,> , ~ . 1M ~ :,~' , . m i "r . ! ~ ":,!' tI1 " ~ P1 .., .1.-, S . r>il 'CJ), I I ~ .'P'4 ~ ~ ""- o ~ JJ all ~ ;.J No. 21.80 516 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of GERALDINE RAlmARAIlCll.-- , deceased. MARY C. LEWIS To ~OO, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. IS Petitioner(~ the executor named in the Last Will and Testament of GERALDINE RAUDABAUQ-I dated 1/7/80 Decedent was a citizen of the United Stotes and a resident of Township ~ Cumberland County, Commonwealth Upper Frankford of Pennsylvania. Decedent died on ;u rI. day of July the Cumberland State of years. D.O.B. 10/22/20 her children born to lMtfl A. D. 19~, in the County of Pennsylvania at the age of 59 hin tm: Decedent has not been married and has not had since the execution of the above described Will. Decedent was possessed of personal property to the value of $8.000.00 and of real estate to the value of $18.000.00 as near as can be ascertained; said real estate situated as follows off Monntain Road. Upper Frankford T\'Ip.. Cumberland Connty, Pennsylvania ~ Therefore, your petitionertlN respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated Aug. 1. 1980 Name and address of Petitioner(s) Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND DENNIS C. CAVERLY, Senior V. P. & Trust Officer of Farmers Trust Company, Executor named in above application, being duly sloJorn say(s) that the statements set forth in this petition /' best of his knowledge and belief. sworn and subscribed before according to law are true to the (,~. m~ 19BO o ~. 0 J - . ", Register MARY C. LEWIS Filed: August 5. 1980 ';:U-jo-S"/(, /I-/e 3- j Attorney: Ronald E. Jolmson I~ Landis & Black ~ . .' '. . ~. LAST WI LL AND TESTAMENT OF GERALDINE RAUDABAUGH I, GERALDINE RAUDABAUGH, of R.D. #3, Newville, Pennsylvania, do hereby declare thi s as and for my Last Wi 11 and Testament. and revoke all wills and codicils previously made by me. ITEM I: I direct that all just debts and funeral expenses. in- cluding my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: I devise and bequeath the residue of my estate. of every nature and wherever situate, to my children. Ruth J. Barrick, Ruby F. Gayman, Floyd L. Raudabaugh, James E. Raudabaugh, Dannie K. Raudabaugh, and Judy D. Bubb and Mark J. Raudabaugh, provided that the share of any child who predeceases me or dies on or before the thirtieth day follovling my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death. and in default of any such then living issue, such share shall be added' to the share or shares for my other children. ITEM III: I direct that all taxes that may be assessed in conse- quence of my death, of whatever nature and by whatever jurisdiction imposed. shall be paid from my residuary estate as a part of the eXpense of the adminis- tration of my estate. ITEM IV: I appoint Glenn R. and Ruby F. Gayman, R.D. #2, Newville, guardians of the persons of my children. ITEM V: I nominate and appoint the Farmers Trust Company, Carlisle, Pennsylvania, Trustee of the share and of any property of any bene- ficiary who may be a minor. The income and/or principal of said trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my Trustee. in its discretion, may determine; and m.v Trustee. in the expenditure of income and/or principal for such purposes, may. in its dis- cretion. apply the same directly without the intervention of a guardian. or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to super- vise or inquire into application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death pri or thereto. ITEM VI: I appoint Fanners Trust Company, of Carlisle, Pennsyl- vania. Executor of this. my Last Will and Testament. ITEM VII: I di rect that my personal representati ve or guardi an shall not be required to give bond for the faithful performance of their duties in any jurisdiction. (),,~N WITNESS "'REOF. I h,,' h'"'''' ,,' my h"d 'hi' -tj!; '" of 7J1r''' ~ ' 1980. .ii~~~fi~la~f~~(SEAL) LAW OFFICe:S LANDIS a BLACK The preceding instrument. consisting of this one typewritten page identified by the signature of the Testatrix, Geraldine Raudabaugh. was on the day and date thereof signed, published and declared by Geraldine Raudabaugh, the Testatrix therein named, as and for her last \~ill, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as wi tnesses thereto. CARLISLE, PENNSYLVANIA. J1JuJ- flYw'l rd4(~ <'l 0 " .. "' ~ :> "' a: U Z .. on ; :J: . ~ ~ a: . . '" ::> . ID .J "' ~ >- > ex: 0 . . CO . ell III z ex: ~ z ~ . ... C ~ III Z z ::> - OJ z ex: jell. c:: .. Z W ::> ~ 0 UJ .J . z: III ~ ..... ::; c '" -' 0: ex: < c:: U UJ '" ".... . ~ . . . -'". " ~ , . . . . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ This. .... ........................~~ ~................... .... ...... ....... day of ................~.c!.tr./i(c..r.t:...... ........ ..... A.D.. 19~~...., ~IARY C. LEWIS before me ~, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. Robert R. Black and Ronald E. Jolmson ................................................................................................................................................................................ the subscribing witnesses to the foregoing instrument of writing purporting t.o be the last Will and Testament of .........~p.~.~...~@A.~f..!J9.t.................................................. Dated ..........Yy~~.................... lateof.........1!P.p.~;t:..f.r.?:~~f.9.r.~..I9!~~h~p...................................................... Cumberland County Pa., deceased who being duly ...........~~~~...................... according to law. depose and say, that .....~~.':y...~~~!.~.................. present, and saw and heard the testa.1;r.b\......................., ........5JBAALIUNJi..&\\W!.l~I.\WM............................. sign, seal, publish, pronounce and declare the said instrument of writing as and for h.~X............ Testament and Last Will, and at the time of so doing ...........?hlil.................................was of sound and disposing mind memory and understanding, to the best of .............Q~X............................knowledge, observation and belief. .........~~?~............................ and subscribed before .....~.~................................. Robert R. Black au r2 ...p ~ iii:~.~~~................................. AFFIDAViT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ .............p.?~~.~..~:...f!:.'Y!!:~y:................................. ........................... ............. .................... ....................being duly ..............~~~~......................... says that as nearly as can be ascertained the said decedent .......................... .............~~p.~~..~~~~.~.................................................................................................................died on ................................................ the ...........<?Lq,..:..:.:.....day of ............~~~................................ A.D., 19..~.~., at or about ..........//../.:ar.:................. o'clock, fl.M. ..............~!19m.............................and subscribed this .........................~~!:................ day of ...:~~.~.~<<;!~.:'t 19, ....~.Q., before snuSY>r{ ..... ..,...::...~1~~. ....................................... Dennls l,. Laver y, Sr. V.P. & Trust 0 icer ....~&0. .....e,...~~.................... Register MARY . LElHS Mark J. Raudabaugh, Farmers Trust Company, Trustee Principal Cash Income Cash 4,180.22 137.44 4,317.66 ~=~2'!'m,;,~b STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last l~ill and Testament of Geraldine Raudabaugh, late of Upper Fra ord Township, Cumberland County, Pennsylvania. COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND Dennis C. Caverly, being duly sworn accor ryg to law, deposes and says that he is Senior Vice President and Trust Officer of Fa ers Trust Company, the Accountant in the Estate above named, and that the facts set orth in the Statement of the Reasons for the Proposed Distribution are true and correc . Sworn and subscribed to beforewe..th.i,~~1 ill day of J.~nuaf;Lli:j.,981." '.: ".. ~:....#. . I... '-. ~., ,"-' '" .~'~ . ,'!" :"-"-.' ,. , . ijJ' ',,"." ',,; .", . '" ""< ".. ' ~ ."1. _ \ - ,. ":'\ . ' - nior Vice President .J ".~:: (j .?t:> _,:'~I~~:.i'7" ~ . . ":, ~. ....\lo)ft.:;.~:.'tr.~r;.!.......;' "~;;nlT !,I!')"".'i" runqC " ":?;:::'~'?~:~~,:~;.?", ". '~ ' ';:, c::;i::{2 'C,.,. -:'t !'\.\' ',.. .'," g.".,'......,:.., ,'. ..'" .,', L ;:. ~ ; :.....u 1'> ().I. Sl < "0 l:l:: H :<: ~ 0 ~ ~~ 8 ~ ~~ 1H~ ~ e; l'l l.:i ~~~ ~~ ~. ral><~ l.:i~ 8~ ~><.;:; ~r:. 5;l~ E-<l'l l'lO ~ 8 ~8t1",~~ ZE-< ~tJ::>....l.:i< Hen o O"'''~ r:.:::> tJ~tJ ..: O~.. e E-I r:. . COO"Cll>< < o Ii!;.... <>l gj!;j gj tI<>liIl"'~m"'~~ :::> ell>< . E-< u!ji ..: oe~ocnQJO"'" tJtJO:Z:<>lI'lE-<r:.~ .~ ~J $ ~ .... - ..; 3 ~::"""O:E;~ ~g~~~~~U .,gc...8~ad ...... "'::1 1:: ... c Cl) ..... c ::s c:i :;j: +:: o o:j 0 .::: >. .... CJ III C) 'C ~ ...... .~ S ~ ~ ~ = 15'- ~ eJ :: =~~E.9g.S Cd..... 0 t:: ~ U)..... ~'t:S-o""~=~o QJ >..- 0 - .... 'C QJ -;:: ~ eo U) ~ x :: -5 di "0 C - .... Q) ,.') ~ .: c:: ::.l -:-' g - ;.. :n ,. 1-0 C 1-.1 Co ..::: -.. C"l d 0 C) en,.. C'! 1-4 ,..Q ~ ~ -::-: ~ 0;:-: -;:: - 0 'c; l: LH~C(j o ::s C) 1-4 :;; o ;... 0 ~ ~ C) ::.l 'u :::..-=: E ~ ~ ..... o <Xl co a- '" ..... .... . . 0 o '" '" ~ ~ " .., ..., .. " ~ ~ <>l ~ Q ~ ~ ~ o 0 <>l <>l ~ ~ - ~ <1 0 ..c ....~ ~a ..~= ~ c '> u " ~ ::-. g ~] ~ :oJ ~ ~ CJ..... '1 :-. -.. II) - ~ ~ " s 0 ~ n nr- c:m :t'" 0'''' ",' ",0 ,...::0 )...~ :;:; "':z: gui , n :'!~ "' , , -'~ or3 - S :z: W o a a 1M ~ ~ ~j : ~I VI I&i .~ . , ~ ",'" ........ ""n _0 "'''' -;0 ;"nf""'l :r.C ':;0 ".., ....... "n 'T\ c") "., COMPOSITION OF NET BALANCES PRINCIPAL Cash Personal Property Demand Loan, Dannie K. Raudabaugh 28,626.52 507.50 127.48 g=~2.!.~gJ.=~Q INCOME Cash g====2g~=Ql PRINCIPAL RECEIPTS Inventory Filed Per Copy of Inventory attached 44,710.59 Subsequent Receipts 12/2/80 Refund, Adams Electric Co-Operative, Inc. 17.22 g=~~",Z~l=~J. Total Principal Receipts PRINCIPAL DISBURSEfffiNTS 8/7/80 Register of Wills, Letters Testamentary Patterson & Mikszewski, M.D.'s, claim Adams Electric Co-Operative, claim United Telephone Co., service Cumberland Law Journal, advertising Letters Testamentary The Evening Sentinel, advertising Letters Testamentary Charles Isaacs, M.D., professional services James Gildea, M.D., professional services Cardiovascular & Thoracic Assn., claim Christopher Otto, clerking public sale Mary Strange, clerking public sale . W. Dean Shull, auctioneer's fee The Evening Sentinel, advertising public sale Fry Publications, Inc., advertising public sale Register of Wills, partial Pennsylvania Inheritance Tax Adams Electric Co-Operative, claim Harrisburg Hospital, claim Faye Drawbaugh, tax collector, net school taxes United Telephone Co., service Hoffman-Roth Funeral Home, Inc., funeral expenses Adams Electric Co-Operative, Inc., claim 26.00 65.00 32.82 17.17 18.00 18.00 680.00 435.00 3,090.00 132.24 132.24 826.59 179.55 131. 22 1,500.00 45.84 450.00 24.08 17.17 2,089.10 37.78 8/11/80 9/8/80 9/9/80 9/12/80 9/017/80 9/017/80 10/9/80 2 ~;:,(t; :;u t'/ll:L ,v REYoo".II"IOJ :Oll"OHWEAL TH O~ PENNSYLVANIA DEP"'RTMEHT Of REVENUE rRANSfER INHERITANCE TAX 1e5IDEHT DECEDENT ~ AFFIDAVIT OF FIDUCIARY (Instruction!. on Reverse Sid.) -::=="O".:.=._~-~:'::- ::stote of Cleraldine Rau4abnw>:h .ost Address R. D. 1.. Box..1S.-:A.._________ Dnte of Death _Jl.!J,y _~.-19~__. Social Security No. ?01::?2-ll'O Rew111e, PIl. 1721&1 21-00-516 21-00-516 Bureau File No. tCITYI 1ST'" TI:I Ill"1 County File No. I. Decedent died: ( ) Intestate (without 0 will) (1 ) Testate (leaving a lasl will--copy attached) 1. Is th. filing of a Federal Estate Tax RetulO required for this estate? Yes_ No 1 3. (1) Executor/Executrix ) Administrator/Administratrix Name i'lmIe1'll Trwst ClIIII1l_ P.O. Box 220 Address 1 Wellt Hbb Street Carli.le, Pn. (CITY) (ST"TEl 17013 (liP) 4. All correspondence should be moiled to ( ( X) Fiduci ary. Attorn ey 5. If on attorney is representing the estate, indicate: Name Rormld E. Jobn8on Landt. end Dla.ol': )6 IloIIth Hanowr Streot Address Carlisle, (CITY) Pa. ("TA T[l __fl~_. IZIP! list 011 safe deposit boxes registered in the decedent's individual namehor jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by onot er as agent or deputy. Include the name and address of the bonk or other institution where Ihe sofe deposit box is located, the narne is) in which the box is registered and the relationship of the joint holders to the decedent. N.....E AHD ADDRESS OF BANK OR OTHER INSTITUTIDH IH WHICH DECEOEHT .....IHTAIHED A S"'FE OEPaSIT BOX NAME OR HAMES IN ~HiCH SAFE DEPDSIT BOX IS REGISTERED RELATIDHSHIP OF JOINT HOLDERS TO DECEDENT me- Und.r penalties 01 perjury, 1 declare that I hove examined this retulO, including accompanying schedules and statements, and to the best of my knowledge nnd belief it is true, correct and complete. SICNATURE or FIDUCIARY OATE " '. Rr.V."'3 C 1-10) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" IlENEFICIARIES ~\ (I"strul"ril''',~ 011 RrVerSI! Sidt') Estate of Oera1<line RaudIlM1U!h = BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY Rl.l+j, :1_ Rr.'PI'"ll nlto R. n , .... .". 1>. 17:>1,1 ,........, , ~=- ".0,:':::', .7/"/0<-1---- T... '- n/~?I'1-j On.. nhn.... I Rubv 11'. R. D. 2 _. -t".. PrI.. 172"1 L. R. D. '3 Hevv111e. P8. 17~1.1 i ----I-~.~ ~ I ...-_._~--, -- -----------,----.. I ' 12./!J2/.1<! DnA Rhn..... -Ban '___i-.Yes , ., James E. RaudabnuAb R. D. , llevville. PIl. 1721.1 -I!.QJ:'I-_ __ . _ . ._ .-..Ie.D_ .__... :.N17/5f1 On~_.~~ -- --.---. ... .--- .-.. . --- "'--i llIm:n1A Jr_ l?nl1r1nbS1l4h_______., ,__.__ ----.----- ------- -...-.._ _u.___ ___u._.--< -----.---..___._..J~___ _______ , ~ ! .-- ---. '-- ----..----.----j---.-----l. . san Yea I 3/11/5') i Ona share . ,I , ~_3_.____.__. __.._.... _____ Elewville, PI1.....112W Judy D. BIlbb R. D. , Newville, Pa. . d1l!llIDtClL.. Y~D ... . _1/01/5L.. . OnILIIhortL 17~h1 "- .---.------- ---.-- Ko.1:k J. Raudnbaueh 0/0 F_rll 'l'ruat Co., 1 \lellt R1sb St., P.O. Carliale, Pa. 17013 DOn !.e:,___._. J 9/08/61 ~e IIharo TrwItoe 1.- ... I I j -. ---j Box 220 ._ . ~t-.~'~ ~:-- '. .. , - - ----'------.--.- , above beneficiaries are living at this time except for the foll"wing: ~^H OF DEATH NAME ---. -----------.----- 9- _.."__"._ __ __ .._.____. ____ I , 1-- I ------- --.-------.----..- l'l '" '" 15 lil ;:i....=~o f5 ~Ng E-< :> .< B >1~~r.. [j~ f<or:.lz!S~ E-< ozo<<>l z. CI)~H~p.. 8::>~ <I><'" I>< I>l H<>l::> .....l ..>Z u Pol I><><HHr.. <:0:: Hl"ll'lO 0 ~~E-<'::l<>l :ojtJ ;':O~i>!tl ZE-< ::E:U~~_ HCf.I ~!~~~I><;~ o en Q)H<cn ~<>l":= <l: ~<>lii!!;J~"'E-<i Q~I><E-<tJ~gj o ~Cf.I CLI0t--t U O<>ll"lE-<r..r.. ~~~noo Ct4.l,(8 '4llMGJ94 UonnqlJ1SfP So ;tin .pa4:JS pasodoJd 4~IM 9:>UCPJC':J~e UI p"""sp uOllnq,JISIP pue ~lalnIO~ gaWJlleOO JUno:),:)!:1--7"ll;1" &'. .:. . '.. .... o co co '" C\ .... .... . . 0 o M N >- .... ::l ...., 1S ..: <>l l"l r.. o <>l !;J l"l ,... C ~ .g t::oo;:: a;;:t ~ ~~C -:5 - J; ...... '-~ -- - ,... o ~ ::: '- OJ &:J..olVcE~ tJ Of"" s::::! '-l CJ '';:: .t: ~ .- C; ;.. o (/] VJ ~ ...... .;u COCJ mO .... ..c: g"'CI .... ~ "0 - ',;::'8 ~ 'C ~ ~ @ B .~ :: 5":::.:: .... $0.0 QJ I: S::lot u (') ':::...... 0 (J ~oQ.~ ~ C .....c- .;:: s....:.l 1: OJ IS c " ~H~()" ~ c c ..g ri5'z ~ ~ as_ ":: ~ 9 "_ is t: .9 . l:: I'll ...., ., Z H ~ H r.. r.. o f>l !;J l'l ~ ~ .S ~ u '" .g ~ .0-'" " " ~ 'g 'C .c ;:: '5 ~~ '5 ~ ..~ u -, I.. iJ U ~ g "" " E.c ~ - '" " u - c - B ID " ;! ~';:: c ci s:; .5 .~ ""-- c: ~ 5i t .. - " c: Co .~ .. c: " c oS e 0.,; cu " .. ~ 0 o ~ ..... tj n nr- c::'" :;!:::n ",0>: ,.,,' ;:D~ r--... :J>=: :.p o~ n'"' c,,(J1 :-:I -11~ 00 -' ",::0 ",'" ",C"> _0 Ul ::0 ...,0 ,'rJI"l 'r.IO ~-,6 ...... <2 -:-> ..., .'~ c.. ~ W o :s <:> .~ " " ~ -::: :..,] CO oj - C _ - ~ ~ ~ OJ C C ;; E; C: ....u, ]:3 " ~ en ;;1: :Q ;:: - OJ ~ ~< k~.' ',~. ",!. I 1._________ ---.______ - ______ .JI'-......--~-- -....... l/L.,RCC;411117~). ' " '. Il'l.'.i""" " ,COMMONWEALTH OF PENNSYLVANIA ~b~tIO' 6" '3' 3"22' ", DEPARTMENT OF REVENUE g,&.\~";;.. ',' OFFICIAL ,RECEIPT . PENNSYLVANIA INHERITANCE AND ESTATE TAX I(':;il+~;'.. ' , '" ; RECEIVED II = From: , ~ .dre" '" II ~ File No. E Dote 01 Payment ~ ~___"'-'L__._ ~a=--- - -.. ~7f . . , ~. ,'f, ~:';, . .,,'..; -------------------~Y~RRN RUNDR1m IV\f.T.I.RR__________________ dollors representing Pennsylvania Inheritance or Estate TalC due from the following estate: 1 w. Hi9h Street 2lJc Tax on s s l!arl,t.l., Pa. 17013 6% Tax on s s 21-80-516 Dote of Death 7-20-1980 15'it IOk on s s S.pt--r 5, lQen c;\ Tax on S Estale Tax, Act of May 7, 1927 s I Nome or Decedent ftll!RaT.nTIlJIZ Ra.rm&'AAtJtUf s County CU"'-l'land -'AID OR ACCOUI'1'- TOTAL TAX CREDIT less five percentum of tax if paid within threo months after dole of death Plus interl!st at the role of _%from 10 s 1.678.9S ",marks: s 78.95 s IYrnD[P[L~@&'UT~ SEAL TOTAL AMOUNT PAID s 1.500.00 NOTE: 'f'hi. Tripliclte Receipt to be ret.ined for luclit purpo.e.. Received bV NOTE: In ocupllng the Iransler inherilonce lo~ on fulure estales. prior 10 Ihe deolh 01 Ihe 1iI. t.nonl or I.nonl far years, os evidenced by Ihis receipl. il i. underSlood Ihal Ih. Commonwealth .holl nol be preduded or prevenled ham hereoher aueuing additional InheritanCIl 10. ot Ihl!! deal'" of Ihe Ilf. t.nllnl or tenonl lor years whenever It appears Ihot such oddilionollo. may bl!! legoUy due and coU.c1lble for any reason whal,o....er. I -------------------------------------------~ 1 , I I i i I i I I . ....~=-.- ,_ i' 11-.A./-K(I REV-4.Q (1-1101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT AFFIDAVIT OF FIDUCIARY (Instructions on Rov.... Sid.) *' . Estote 01 Geraldine Raudabal!!!!! Lost Address R. D. 3, Box 153A Dote 01 Death July 20. 1980 Newville, Fa. Sociol Security No. 207-22-1310 17241 Bureou File No. 21-80-516 (l.IP) County File No. 21-80-516 (CITY) eSUTE) 1. Decedent died: ( ) Intestate (without 0 will) (X) Testate (leaving a lost will--copy attached) 2. \5 the liling 01 a Federal Estale Tax Return required lor this estate? Yes_ No X 3. (X) Executor/Executrix ) Administratod Administratrix Nome Farmers Trust Company P.O. Box 220 Address 1 West Him Street Carlisle, (CITY) Fa. (STATE) 17013 (Zl~) 4. All correspondence should be moiled to ( Attorney ( X) Fiduciary. S. If an attorney is representing the estate, indicate: Nome Ronald E. Johneon Landis and Black Address 36 South Hanover Street Carlisle, (CITY) Fa. (~TATE) 17013 CZIPI List all sole deposit boxes registered in the decedent's individual nome, or jointly with, or os an agent or deputy 01 onother, or in decedent's individual name with right 01 access by anotner as agent or deputy. Include the nome ond oddress 01 the bonk or other institution where the sole deposit box is located, the nome (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME AND ADDRESS OF SANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN ~HICH SAFE DEPOSIT BOX IS REGISTERED RELATIDNSHIP OF JDINT HOLDERS TO DECEDENT None /I 7? _ II ~~;ftJ 7 DATE JiEV~51 <<1-80) COMMONWEALTH OF PENNSVL VANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions Dn RcvtJrstJ Sidc) Estate of Geraldine Raudabaugh ITEM NO. 1. 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION Proceeds sale personal property Balance checking account #5-33963, Farmers Trust Company Balance savings account #2-39558, Farmers Trust Company Refund, Agwa:l{ Petroleum Total of refunds, Pennsylvania Blue Shield Demand loan, Danny K. Raudabaugh County of Cumberland, Board for July, Robin Linds Refund, United Telephone Company Refund, MaUi tt' s Insurance Agency UNIT VALUE TOTAL THIS PAGE '* ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL Y) 6,622.60 2,032.19/ 6,790.66/ 48.07...- 4,114.00...- 127.48...- 105.00/ 12.59' 58.00"- 19,910.59 I' ~053 I ,,~, wI'" 'I 1: \ : I 'I' l. I. ""L~.1 dt ',I. \ I dO': t':J.; C,\',~I')1.1. I'~ 1(01' RECT INQUIRIES TO, GfRHIl('lI. I l/ldJllh1Ihljl;'( LfilllY .1 :lllj,1.\'lh:J{;!1 nil 3 II J I. 1 'J 1 ~ ~[hVILLr Ph lU',! ,);\ SlAHM[Nl DAfE ACCOUNT NUMDn! fl/CU~~ ~-B9rd AHCI: p"tVIOUS 'T.TtMtHf --"";;,';-;,',;-- "\)11I1\11'1 'O'Alc.tJl(,)5.l'SA!IoIOO"'lflCRf['"o'~ rI ,..... lOTAl c~rl:jo(s AHootl,[n nrnlu (\,,11"\ ',1"10'1(1 (..IAr.1 PRCSENT RolLANer. ? '()32.1 ~ "1,,1__2_ ? . (! ~ ., . ~ 'J .00 .00 BOl. "'''OUNT OAII "AID t;'I'~110L ..."'OU!l1 lJAII "'1' cnrolf!>/ocrOSIT5 AND DA\,....NCl: - - PI PC';"', u.n OU,[A CRf.OITS III M H/l)( I II I, Ii I' i! " " 'I II OA't bAL...NCE: CIlCCt\S AND OTIlLA !lrn,'!> ?. 0 32 . 1 ~ .11 07 ?. C 32. 19 . on I I Ii ACC UN CLOSED. A HELPFUL CHECKBOOK BALANCING FORM AND EXPLANATION OF SY~\BOlS ARE PROVIDED ON THE REVERSE SIDE. . ,'" .~ -\ , ~:k~&1rrE ~\~,rt8~~ii~H _~r--=_=_".~-~';~l R.O. 3, nux 153,\ ~' NF.W\'ILI.f.,I',\. 112"1 ., '1;, 60.472 J' 19 ' 313 .~ 0', (', \' . -. '_C) " -; ,. - 1', PAY TO TI" I'.. ." I . t ' (, I r ' . 'I ({ ( I I. ,)) I/~ ')') . - .' O'J"OIli~ ..1...,~.:;~,;~ ,;., 'j .'-L'.../'ii,J..,.....L"..-- ,'-" S c'l- -^ ,.. t' :2~.t...J'--n:..Y..u.t, J1Ll;:..LI J,~{j,(.. .Yoi.. DOllARS ti FAR!:1"~~~.!~~~rvE~~~y "IMU._. ._"._ _. _. __. r: 1'/" t ' , ," -- L ',:_,_ J l'.,J.. ; r\ I ( I ;. t,~ \ I, ..~(' r: '" t~t :;11'0 .,.. '.,11000D\~O 3 {I,q,,' 1. Did decedent, within two years of death, make any tmnsfer of any material part of his estate without receivinR valuable and adequate consideration? (AnswCl "Yes" 01 "No".) No 2. Did decedent, within two years of death, transfer property from himsell! herself to himself/helself and another party or parties (includinR a spouse) in joil\t ownership? (Answer "Yes" 01 "No".) 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. b. Copy of death certificate. c. Allidavit by the allendinR physician indicalinR the state of decedent's health at time of transfer. d. All other information supportil\g nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any ttansfer of property without receiviog a valuable or adequate consideration therefor which was 10 take effect in possession 01 enjoyment at 01 after his/her death? (Answer "Yes" or "No".) _NtL- 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".) b. What was the transferee's aRe at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefOl 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 properly transferred? (Answer "Yes" 01 "No" .) No b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) No 6. If the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. QUESTIONS CONCERNING PROPERTY TRANSFERS 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 01 care of transferor? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bBleficial enjoyment of I'ffiich 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".) " REV-4S3 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEOENT SCHEDULE "0" BENEFICIARIES ~g -, (1llstnJctiollS on Revers!.' Side) Estate of Geraldine Raudabaugh BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH - Ruth J. Barrick dal!8!!ter ve>> 7)25/.3<:. n..~ R. D. 'I. Box 161 Newville Pa. 1721.1 Rubv F. Ga-uman dan""ter Yes 0/__ I. fino R. D. 2 Newville Pa. 1721.1 Flovd L. RaudaballRh son Yes 12/02hq One sharo R. D. 'I Newville Pa. 1721.1 -.---- - --+-' .--- James E. RaudaballRh son Yes 4/17/56 One share R. D. 'I Newville Pa. 1721,1 n.cmnip. 'K'_ RliJl'" -BOn______ f-_Yes.___ W,l.13/59-- I-One_share__ R. D. 'I ---- -- -----+~- -. .._._~_--._--- I~ Po 17?1.1 Judv D. Bubb dal1l<hter \ Yes 1/07151 One share ll. n. < Newville, Pa. 17241 Mark J. Raudabaugh son Yes 9/08/63 One share c/o Farmers Trust Co., Trustee 1 West High St., P.O. Box 220 Carlisle, Pa. 17013 - - The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH ~EV:4;4 EX" (3.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENTOF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEDENT Estate of Geraldine Raudabaugh ITEM NO. DESCRIPTION None SCHEDULE "e" JOINTL Y OWNED PROPERTY (Instructions on Reverse Side) TOTAL MARKET VALUE p \ TOTAL THIS PAGE VALUE OF DECEDENT'S INTEREST .00 * DEPARTMENT VALUATION (Official Use Only) -0- ~ RECOROEo'cmfE or REGISTEr 'r ",' ' '80 I'nlJ '" "" :'"1: ,.'+ ~ .,: -< ~ ~ ~ :>- :>- ~ z 0 ~ rJl ;:l ..J -< - z u - 0 ~ - ~ ~ 1 0 ~ ci ~ .,: ~ ... 0 <Jl 0 Z ci <Jl <Jl :>- ... ci - ><.l , Z ~ ~ E-< ~ Z Z ...l ci - ci .,: z :.: ~ ~ ...l Z ::: z fo- Cl ;:l U (J Z - Cl <Jl ~ 0 0 -< ~ -< ><.l U Cl p.. :i 'lSaJalU! s,luapaoap a4l }O anle^ la)\Jew a4l aleo!pUI 'v 'lSaJalU! s,lUapaoap a4l }O a6elUaOJad a4l aleo!pUI 'E: 'AlJadoJd paUMO AllU!O! a4l}0 anle^ la)\Jew lelOl a4l aleo!pUI '(; 'pa4s!lqelsa seM d!4sJaUMO lU!O! a4l alep a4l pue (5) JaUMO-OO a4l}0 luapaoap a4l Ol d!4suO!lelaJ pue SsaJppe 'aweu a4l apnloul '"8,, alnpa40S JO} SUO!lOnJlSU! a4l U! paleO!pU! se AlJadoJd leuosJad lie aq!Josao . ,;v" alnpa40S JOI SUO!lOnJlSul a4l U! paleO!pU! se AlJadoJd leaJ lie aq!Josaa . L 'ISJ\l alelsa leaJ lS!1 'papnlou! aq 01 aJe AlJadoJd aIQ!6uelU! pue a\Q!6uel 4108 'd!4SJO^!^JnS}O l46!J 4l!M slueUallU!O! sa sa!lJed JO AlJad Ja4l0Ue 41!M AllU!O! luapaoap a4l Aq pauMo '\euosJad pue leaJ 'AlJadoJd lie apnlOU! lsnw ..3.. alnpa40S "3,, 31n03HOS ElNI.L31dWOO 1:10:1 SNOI.LOnll.LSNI "EV."14 I! X'" tMO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number 21;..80-0516 I!] Original o Supplemental o Remainder Geraldine Raudabaugh Estate Name Date of Death Julv 20. 1980 Social Security Number 207-22-1330 REPORT OF INHERITANCE TAX APPRAISER I, tho undo..lgnod duly appalntod Inhorltance Tax Apprallor In and lar the County 01 Cumberland Pennlylyanla, do relpectfully report that I hayo appraised tho roal and porlanal property 01 reported In the larogalng ,otum at tho yalue. ..tforth appalite each item In the 10 It column to the right In Schedulel "A", "B", "C", and "E" Dated: February 11. 1981 Real Property (Schedule A) Personal Property (Schedul. 0) Jolnt.Held Property (Schedule E) Transf.rs (Schedule C) s VALUE AS APPRAISED INVENTORY TOTAL GROSS ASSETS Leu D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE OLlie Estate o Annuity RATE FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax an $ Tax an $ Tax on S Exemptions Total Estate TOTAL TAX INTEREST FROM BALANCE Less Credits DATE OF PAYMENT AMOUNT PAID S INTEREST FROM BALANCE DU E FACTO R 15% DISCOUNT + S + ..-#::"v/d) -A"/"JlJ,y/l) INHERITANCE TAX APPRAISER ADJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE 00+ tOt 12+ 20+ 30+ 40- 93- PRINCIPLE VALUE CODE CODE COMPUTATION OF TAX S S $ $ 6" .. s TO $ $ $ INTEREST TAX CREDIT S $ = = BALANCE TO 5 S S !'EV..IB FO (7-801 ~~ "'~".,. COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF" REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Dennis C. Caverly, Trl1Bt Officer Farmers Trust Company P. O. Box 220 1 West High Street Carlisle, PA 17013 RE: Estate of County of File No. Geraldine Raudabaulili Cumberland 21-80-0516 DearMr. Caverly: You are hereby notified that the original appraisement in the estate of <'*yoa1,H"1:II RRllnRhAug}1 has been filed in the office of the Register of Will. of ClnmhA,.1Rnd County on ....h,.UR7'" 19..8l. Said appraisement reflects the fallowing valuations: Real Estate Personal Property Jointly Owned Transfers Total :>4,800.00 19,cnO.C;Q Nnne None $44,710.59 As to such tax that is paid within three months from date of death, 0 five (5%) percent discount is allowable. As to ony tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of soid notice a. provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date February 11. 1981 ../I/Mj,} rlff"iln.J) Signed Title Chief Appraiser NOTE: This is not 0 bill. RC;:V-457 (1.S0) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT INHERITANCE TAX APPRAISEMENT . Estate of Geraldine Raudabau~h File No. 21-80-0516 County Cumberland Date of Death J ul v 20. 1980 In th. eVlnt that .ny futur.lnteren In this estace II transferred In posseulon or enjoyment to collateral heirs of the decedent aUer the expiration of any Bltll' for 11ft or for year., the Commonwealth hereby expressly rO$Orv8I the right to apprall8 Ind IQeSllransf.r Inheritance taxes at th.lawful colllleral rib on any luch future Inlerest. PROPERTY REPORTED BV THE ESTATE DEPARTMENT'S APPRAISED VALUE 1. TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "a" 3. TOTAL TRANSFERS - SCHEDULE "C" . . . . 4. TOTAL JOINTLY OWNED PROPERTY -SCHEDULE "En TOTAL REPORTED PROPERTY 44,710.59 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS 44,710.59 LIFE ESTATE OR ANNUITY CALCULATION I do hereby certify that the above apprai5ement is made in conformity with Pennsylvania law and has been filed this day with the Regist~r "I Wlils. iJohN j" J'lPt_j/""J) APPRAISER 02/11/81 DATE ~ -- ~ ~ ~ ;:\ ::; It\ Z ~ ~ I"l rl 0 ~ ~ Izl en ~ -g ;::l ~ III ...l rl < ~ I. - . G> 8 z ca A ~ '"' 0 ~ . '"' - l>: <) 0 ~ ci 'oJ '"' '"' t; 0 '" 0 Z ci - '" '" >- !;; ci z E ~ f-< Z Z ...l 0 - d z :.: Izl ...l Z ::E z Q ;::l u ~ Izl - ~ ~ 8 0 z ~ '" - Izl i:l ~ ...l IlE"-\SS EX... (3.80: ~ COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS *' Estate of Geraldine Raudabaugh Date of Dealh 7/20/80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOllOWING: File No. 21-80-516 Claimant Relationship to Decedent Claimant's t\ddress ITEM NO. NAME OF PAYEE REMARKS AMOUNT Re ister of Wins Letters Testament Mikszewski M.D.s Pr fessional services c Service Uni ted Tele hone Com an Service Cumberland Law .Journal The Even' Sentinel Charles Isaacs M.D. ames Gildea M.D. Advertisin Letters Testament Advertisin Letters Testament Professional services Professional services Cardiovascular & Thoracic Asso .Professional services Clerks fee ublic sale Clerks fee ublic sale Auctioneer's fee Advertisin ublic sale Advertising public sale Serlice Communications Adams Electric Co-op Recorder of Deeds Not fee Balance due, blood Net school taxes Service Inc. Funeral expenses Service transfer tax Real Estate sale OFFI IAl USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED INTHESUMOF S /q 4/1 JJo . / I hereby certify that to the best of my knowledge and beli expenses and expenses of administration submitted to t AT ~ PE RCENT. ~-/3-?1 DATE _ _ _,_ _ _ _ --- .~.,:.o.:";'; --- File No. 21-60-516 HE\...455 E)(i 13.KOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of Geraldine Raudabaugh Date of Death 7 /20/80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's Address .~ -- ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. . Farmers Trust Comnanv Commission ??'l?nn t Landis & Black Attornev fee 2.?'l?nn Misoellaneous olosin~ and filin& costs 2~0.00 \ I I i I I I I I I I \ I ! , I I I I . f.!) TOTAL THIS PAGE I 13,411.30 DEBTSANDDEDUCTIONSAREALLOWEDINTHESUMOF S I::; .{I//.3t) AT -' t, PERCENT. ;:; -/3-& DATE CJ..ENERAL 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 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. ~ "" u ("l > tT1 > ~ z > 0 0 u Vl z " C') ("l c: u .., s: Z t'" ," ~ !=l !=l t'" '" ;>; z ;0 Z z z '" o-l r:1 9 !=l o-l -< '" tT1 - '" z 0 '" 0 o-l 0 "":1 ." ;0 ~ ~ 0 .." L ...;, 0 .." l!) ',." - c , z n OL' C'-.' '':' ;; L.J" Co U)~) h, ' u t"" to,:.. ~-- c: c.:' ,-- - -" Ct.: N :r:;c Vl wu.: r..."J t'l 01- :> a;~ 0 a:::aJ <=- Ow 0(5 :z '0 Z "'.- ~ <'>w -~ ~'" 0 w~ -< -< <.> EO "J t'1 t'1 ~ w > > ;0 ;0 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 wh ich each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remcrks 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.