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HomeMy WebLinkAbout80-00547 I'" ":.-.,' " , .:1,:., .::.....". " /; " '. .';'. .:,"." . - .....' l~' .. ~ ~ . i >< ~ m I I , ~ ~ , . ~ . Ie; 0 IIr< i ; ~ ~ . . - 0 ~ ~ III - M r.:J .~ If) = OQ . - M '.' o Z :,:;;.." No. 21.80 5.17 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Marv E. Wright , deceosed. Miry C. Lewis To Register of Wills for the County of Cumber/and, in the Commonwealth of Pennsylvania. IS Petitioner(:s) C3Ke the execut or named in the last Will and Testament of l-Bry E. Wright dated l-by 11, 1964 and two ~~) Codicils dated JUly 1.3 19/6 and April 20, 1978'. Decedent was a citizen of the United States and a resident of ~ Borough, Cumberland County, Commonwealth New Cunberland of Pennsylvanio. Decedent died on Thursdav the 17th Cunber1and day of July A. D. J 9 80 , in the County of , State of Pennsv1vania at the age of 81 years. - ~ her Decedent has not been married and has not had children born to ~ since the execution of the above described Will. Decedent was possessed of personal property to the value af $130,000.00 and of real estate to the value of $ 30,000.00 as near as can be ascertained; said real estate situated as follows 405 Bridge Street. New Cumberland. Currberland ChID1t;y-, Pe>.msy1vania ClIJllPby Therefore, your petitionerCx> respectfully applies for the probate of the said Last Will and Testament and for letters Testamentary thereon. Datod Au.. 20. 1980 _ A. O. ~ J l~ /_ Name and address ~O?t. of Petitioner(s) (Z! F;- LaFaver 317 Third Street New Cunber1and, PA 17070 COMMONWEALTH OF PENNSYL V AN fA f ss COUNTY OF CUMBERLAND Jon F. LaFaver named in above application, being duly -'='m according to law saves) that the statements set forth in this petition are true to the best of his Sw:lrn knowledge and belief. and subscribed before ;: --\ W.!/.-../.. /7;L--Yc /?u~_( \/ . ---.... me August 20 1980 /~.) ,//''/u./ v ;,,~ Register . s }5rO Filed; Ol hhJ-S'fJ August 2~, 1980 J/-/IO-~ Attorney: Jon F. Waver @!P L.AW o'''CC. -ION P', L.AfI'AVEA .:lID THIAD stAECT peEW CUM.ItAI.AND, "A. II 1\ Ii \1 1\ \ II \i I \ ~ . L;~57 ':."ILL :~i'.m 'r3S'l\\..t!E:1T OF j,L'u'lY E. ',.r;UGllT I, i'IAI1Y E. i'TRIGllT, of the BorouCh of ilo'or Cumberland, County of C\llilbcrland and St~tc of Pcnnsylv:lnia, being of ~c>und mind, me!l10n' and under- st:lI~dinG, do hor"b~r ;1m~<e, publish cnd deolare this as :lnd for my L'lst Hill and Testament her..;b;y rcvo:-:l.n;; t~nct :':1a:.:i.ns voi.d :-:-tn:l :-~n:1 ;:oJ.I oth0r ~,1i Us by me at n.ny time hcretl)fore ~nde. I. II II II II 1\ \ 1\ beque'lth unto I~y beloved mother, ;'!r:;. Ada ;'1. ii/right, of 405 Bridge Street, I I I direot t.>tat my Br.eoutor horein1ft -r na.':1ed shall "ay all my just debts and i'un,-'ral e:,pennes 3,S SQ:1n as conveniently ~ay be do~e ,'lft~r my de'8c~se . II. All the rect, residue and rc:nainn.er of r.1~~ estTte, whether real, Net-1 Cur.lbel~.Hr:d t Pelms~rlvania. III. I hereby nominate, constitute and appoLnt m~' br.:>ther, Dr. AUg\1DtuS L. 'lIri.ght, of 654 CreightDn Road, Villanov,,-, PennDylvocnio., as E;wcutor of ." , ""rus, m~T Last 'tiill :.nd Testatilent. I I \ 1\ this, my Last 'ilill c.nd Tos~""'1lent, Det my "c,nd "nd seal this' II a, d:lY of \ II II I IN UITl-SSS HHEiSOF, It Hary B. ~']right, the Te::;t.atrL'"-:, have uni:o Ha~~, ]\. D.. 1961~. Olc1\('j p, ((al:l'llt JSEAL) SIG'~') ~... ,. --, ~-,~~. ~~',.I.L.2.J.J. ?iJ3:J:.S:iZ::D :md D~;;GL.\JCD b:~ !'hr~t E. ~.'lriGht, the above named Tos t:.lt.ri)~, '18 "_~';d for h::r L:!.ot -v.Jill :1nd Tost'.'.:n.ent in the presonce \ II of us, Hho ho,vo herp.\mto I: subsc::"lbnd our !:'l':0:J ;JS ~.;-l.tnoGse::: .'It her requost, in of the presencD of the s3.id Test". trix :1nd e-o S oi e-o ;,,1 0: 13 E-< w :: ~ Q. III ~ g ~ 5 w ri oc z ,<- !J. ~ U . ~ j ~ 0 ffi OC m r"l . Z - :E !J. OC I :J ~ o ~ ~ Z ~ 0 U 0<( q ., Z ~ H '. ., 't' . I.AW o""c~a JON F. LAFAVER 317 THUtD STIl~~T II~W CUM.eIlLAND. 'A. .,. ~... , , CODICIL TO THE lAST WILL AND TESTAMENT OF NARY E. WRIGHT I I, MARY E. WRIGHT, of New Ctonberland, Ctm1berland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for a Codicil to my Last Will and Testament dated May , 1964. I. I hereby amend Paragraph II in my Last Will and Testament aforesaid to read as follows: All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my beloved mother, Mrs. Ada M. Wright. If my said mother should predecease me, then I give, devise and bequeath my entire estate as follows: A. One-third (1/3) unto my niece, SUZANNE BLOOD. B. One-third (1/3) unto my niece, LIDA MERZ. C. One-third (1/3) unto my nephew, DAVID B. WRIGHT. II. I hereby amend Paragraph III in my Last Will and Testament aforesaid to read as follows: I hereby nominate, constitute and appoint JON F. LaFAVER, ESQUIRE, as Executor of this, my Last Will and Testament. III. All other parts of my aforesaid Last Will and Testament are to remain in full force and effect, and unchanged by this Codicil. IN IHTNESS WREREOF, I, Mary E. Wri~ have unto this Codicil set my July /, A. D., 1976. /" . P1 hand and seal this 13th day of f .~ , Page one of two Pages ... . "..... .. SIGNED, SEALED, PUBLISHED and DEClARED by Mary E. Wright, as and for a Codicil to her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witnesses at her request, in the presence of the said Mary E. Wright and in the presence of each other. LAW ol'r.c.:. ,JON F. LAFAVER 117 THlftQ STReIT NeW CUMSC""AMD.P", Page two of two pages 8Z7- , ,rtII.w. R .'c~ 'PI, \~ g =: s -! -"ll~ ...,. ,'tJ:~'t> . @ ~ ~ -, . ... ~ .. rJl I ~ w o-:l ~ w r..i ~ ~ " . ':... jl. ,""';I{, u ~ H if ii: ~ 'f ' ~. i . ... ~ ~ u ~ f<l 0 ,r H ~1'k1t!JJ. 1.;. : l:t i ~ ~ ~ ~ ~~~ ~. ~ l'l II ~ ~ = .. 0 ti'f\. .. Ii!' \ ' ~ ::! u ~ " u .~ ~) ~ :z ... . >.. .. , "loW O,...ICCS JON F. LAFAYER 317 THIRD .TIII:IT MItW CUM.ellLAND, ~.... .. I-^W OITICE.!l .JON 11'. J..\,l","""'3'.ln 317 TIIIRl> 5n~E[:1' NE\'(' CUMlJtllLAND, PENNSY1.VANIA 17010 ---..' . \ ;. CODICIL TO THE LAST WILL AND TESTAMENT OF MARY E. WRIGHT I, ~~RY E. WRIGHT, of New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do I hereby make, publish and declare this as and for a Codicil to my Last Will and Testament dated May , 1964. I. I hereby add the following provision immediately after Paragraph I and before Paragraph II (as amended in my first Codicil dated July 13, 1976) in my Last Will and Testament afore- sai.d: I hereby give and bequeath the sum of five thousand ($5,000.00) dollars unto LEON LECHTHALER. II. All other parts of my aforesaid Last 'Vill and Testament and first Codicil are to remain in full force and effect, and un- changed by this Codicil. ..' unto this IN WITNESS WHEREOF, I, Mary E. Wright, have this ~()~ day of Codicil set my hand and seal (SEAL) A. D., 1978. 2.~'. SIGNED, SEALED, PUBLISHED and DECLARE,D by Mary E. Wright, as and for a Codicil to her Last Will and Testament in the pres- ence of us, who have hereunto subscribed our names as witnesses a her request, in the presence of the said Mary E. Wright and in th presence of each other. A'--dl,u//ci./ . ))7 L/ /) 7 }II-- v 828 0 t.,:"i'....A~ "- ~.Ji~)' ~'" g ~~ ~~li E-< :ll :S - --f~ G ~ ... ~ ~I-.f * ""'( H ~:p Ei ~ " ,..:l "'-~"~ ~\ '" ~ w ~ H -==~ i -, '1 .. rr.4 ~ 2 ~.-> -(, !d ~ ~,) ~13\.l-t ~ w t) .-Q ~ ~ ~ ~ '" ' -I-'~-:' .. 'p ... 0 c; H ':"i~,~'r-f(~~> - 4......;.... ..... ~ ~ r.; i: ~ r.: ~j.~t!' ~ ..~,. i". ~ A ~~;I '.;;i ~ ~ ~ w 0 e '" ..~:; . .~~ :l: ...... ~ .:,\ ~,J " t) ,OJ( ~t:~~-~~ U ~~tt f.."""..." ~ ~" '~'.; " ~~' :z ~. ;. ~ ~~)' .' . .' OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ . 20th August 80 ThIs.......... ................... ........... ..... ,......,.. ...... ........... day of ..,..... ...... ,.... ,............. ........ .............. ........' A.D., 19........, Mary C. Lewis~___ before me ~, Register for the Probate of Wills and gl'anting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. Jon F. LaFaver and Darlene M. lJ:>ng ................................................................................................................................................................................ the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and ~ata~nU{ .Q)dl~ff..tt~~jnry.l'3' ;"1970' 'aiia"Api'i1: "Zcr;"1978';' '.,.. Dated ,~y...H,. j9,~.,.. ............. lateof......W..~..~~..gLNl?,IX..~.~;J,~,...................,..,...............,..,... Cumberland County Pa" deceased who being duly .......~:m..........,................ according to law, depose and say, that ......!;I:1~y..~~......,.......... present, and saw and heard the testaQ;~,......................., ..J:~J;Y..);:.,..W!;'~gh!;.....................,........................ sign, seal, publish, pronounce and declare the said instrument of writing as and for heJ:......,..... Testament and Last Will, and at the time of so doing ,...........\'!l:1~,....,......,..................was of sound and disposing mind memory and understandir.g, to the best of .................!;!J.~g....,..............knowledge, observation and belief. ..~-: /'7iI_~ U I ...Lj~:~4~/t}.f1..~ ;~......................... '-;t;;,.....CPi.1.t.c.J.kh .... .fXl:ir. ,........................ Darlene M. Long (fonnerly e M. Miller) ........................................................ ........................ ..............~~:XL.................... and subscribed before -"l ,. ,'l (,/1] 1 "/ ~ . d!.{q1:.':t::./;..;;;;.~~U.<'~...,............... ~ AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ..................................... ....... ..:1.9.l:\..~.!.:'!!:~y~!:....... ................ ...... .............. ......."..........,.... ,......... ........ ..being duly ..........~~............................ says that as nearly as can be ascertained the said decedent .......................... ..................................~EY... ~:...~~~~,........,....... ........ ........ ...,. ...,. ........ .............,......................... .,..........died on .....~~.~:t:........................... the ......}.?~!:t.................day of ......~~y...,.................................... A.D., 19.8Q.., at or about ........H,.9.9......................... o'clock, ~...M. ................~.m..........................and subscribed this 20th August ................................................ day of ........................ 19, .~.2..., before ,-'I ~ ' I ' , I \' l 'I ~ // . I /" . .,......,..,;J~..;.\................................... ',/ ,'--:;' , '--' ~.~~~~~.~./............ Mary C. Lewis OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came ......JRn..f......!.#.f.li\y.~.................................................................... who, being duly ......~;r;r..............., dO'?9....... depose and say that as......~~!-!~9.r........................................... of the last Will and Testament of .............~J:y...E....W\::j.g1:lt:.................................................................deceased .........hg............ 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. .....~m.............. and subscribed before me. ..........~~~.':':~~...J~...................... A. D., 19 .~~....... vI?' /J J .J ~..~~~...................... M3ry C. Lewis .i;,2L~/(~f4.0.~......... .................................................................................. "C 0: Q) tIJ Ill: ell ell Q) ....~ <.> Q) 0 LL "": co: 0 '-' *[ iH f'" r--i ...J ~j ~ 0: 0 '<1': 0 N~ ~ U"l: ...J ~~ ~ \!) I: ~ . 0: - ~ ~ U: +l' !Xl: ~ ~ ~: cn: I: r>l: =". .-4 .5 ~ N in: 0 "C <l:~ Q) N: 00 0 "C Ill: . Z ... *~ - 0 <.> N $ ~ .s Q) "C ~ "C bD Q) Ul .:: ell ~ r:il 'M ell p.. ro. DECREE Be it remembered that on the ........~Oth ...... day of ................~~S!.':':~~................... A. D., 19 ~.9...., there was probated and recorded the last Will and Testament of .....~.~.7.>r...~.~...~~.~9.~.~......................................, I f New cumberland . ateo ............................................................................,Cumberland County, Pennsylvama, Deceased. Letters ............................'!:~.f?~~!'!~.~~.~.Y were granted to ....................~.C?~. .!l.:...~~~.~~~.7........................................ Witness my hand and official seal the day and year aforesaid. ~ ...e....v c. Lewis .................... , Register. '. 830. COMMONWEAL Tti OF PENNSYL VMIIA DEPARTMENT OF REVENIIE BUREAU OF COUNTY COLLECTlC"S APPUCglON FOI~ AND CONSENT TO ""ANSr'ER SECURITIES Rt(.ISTER[D IN THE ~IMj,E OF- t. PESIDfNT Or:CEDENT ~~ ~ ___.__. .__ __n___.._____. ._~. DATE.1\!JJlust 27. 1980 APPLICATION (MUST BE FILED IN TRIPLICATE" TO THE PENNSYLVANIA DEPARTMENT lIF REVEIWE: Application is hereby mode lor Illl,en' to :he tronder of 'he following securities of 0 Pennsylyonio Corporation or 0 National Bonking Assf)' idilJn ICC(;t~(1 in PCI1Il~.y'vanio: 131 h national Central Financial Corporation (o)_s ares (b)~former.lyNat1onaLCentral Bank) .. . ~.. ..- (cL Conmofi.-- (NOTE: In describing securities enter ill (a), ah <'oC, tither the l1umber of shores of stoc!, or the foce omount of registered boods, in (b), the nome of the ;"''':110 COIliI.'O'l~. I1nd ;n (0) the closs of stock or the stated interest rote and maturity dote of re~istered bond,.) 1/28171. 3/21/73. 2/1~/73. 5/7173. 12/7/70. 3/14/75, ISSUED ON6/2.0aLand-7I2QJ79_, and hovin'] 0 TOTAL 1!,f..RI<ET VALUE OF s.?.lHJjO. (Date) os of the dote of death of the decedent, .Ji~y_E-,__\'Jright .... __ ...~~__~.__._, en July.-l7J9.\lO (~ln",'; of P(lf:cdlll'1tl (Dato or doath) (Po:,;! OHiCl!) (County) pennsyl vania (Stote) who was late of 405 !lridge Stree'lCL. (Street ernd Number) New .Cump_er 1 and, Cumberland - .--------- ---'-- The securities ore registered es follows:___.foIr.s! f\arYJ:!Urigh~. INeJT"'~ or nur"lt's in .....hich certiflcult!5 err. rcgislCrod) ItIl1llliDln~lIl) Jon F. LaFaver, Esguire. 317 Third Street. Ne~1 Cumberland, PA 17070 EXECUTOR )-- ---(ii';-;';-;--- -~ -- - ~. . .~.~ ~p~.-~-~-' - . (Add,...) NAME OF APPLICANT .P~Jon~_F.._Laf.ay.~r......E5JI!.lire .-2/-'1;(: _';,-'!"! .' -. 317 Third Street 70 COUNTY FILE NU/.\BER~___.__~~_~mp ADDRESS OF '",PPLl(,t.NL.l~ew~umbe!j~hA'--1,ZO-- (1r" '1.1.7 ~p BUREAU FILE NUMBER_______~._SIGNA TURE OF APPLlCANT_,:;;.(!L~C 7'"77'~_ ~_ HOTICE: IF YOU FAIL TO PROPERLY FILL Itl AN" PORTION OF TIllS AI'PLlCATIOll, iT WILL NOT BE CONSIDERED COMPLETE AND WIl.t. BE RETURt4ED TO YOU FOR COMPLETION. \ DATE' I hereby consent to the transfer of the cbove s..curities new registered in the nome of the of COMMONWEALTH OF PENNSYLVANIA n DEPARTMENT OF REVENUE CONSEtlT TO TRANSFER SECURITIES .."--' -"""-----~_._--- Decedent and waiye the filing of 0 certificole certifying to the payment of the transfer inheritance tax to which the properly 01 ,aid Decedent is mode subject pursuant te the provisiens cf the Act of June 20, 1919, P.L. 521, os amended and :he Act of June 15, 1961, P.L. 373, os oOll'l1dod. This is also in accordance with the proyisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein d,,"crihri prcrcrty operates only in reference to the estate of the aboye-named Decedent. I'~ 1!5tl t1.:.,,?; ....' .,'" I' (;',:;';1,.1\ l ;.~,..:..:.:}.r,,_'.l .~.. ,: -1", /' ~ r .~C' SiQl1cd for. the secre~a y of Reyenue , \ By :\~.~~':if,-:.:~ -'l.~_.~ /....)~. -\ (,S~'"dt\") :' \J~~ '-<:3.(lQ ~C~ ~~nu~ ~ - . '\ IT;'ICJ~C (COunlG-~ '.' \ .\"': , .. '," '( ".~ f ") ("("I.,~,., ::t-JT " f"'- ., . - .....~- ::-: r,: r: ~\' .. '.' i' ~ r' " ,-1''''1'-. ':.:5 . .,' ", ., - ',' .,~ . '...., .. :-'.' '\"r ,. ...---.--..-----' OA TE ,SeptC'mber '" 'f , " 'r, " ":--:'" '. ,'::/, .,.~.\,'l,".~.:..',l,r-:.~,'T \' "':\/"'" ...:.... .-:.0' ''-1c fol!owinl1 ~~curities o{ ,., ?t:'~.\r;':"Vf,'n;" , ' .. ,,,""'C: . '':'T1 '.' ~ ?,c "t.;.~ " I,...... .''':; r: . . . "\ \' . , . ,~ . Toe ,\!~serve l",JIld, Inc.. ,(c) _.._.__'_ t. .', _(', ,\". "I"'"'~t't .,1 r.horr.5 of stoc!( or ,'.,~ ~f.:''=O:: r:rnoun" .. ""/' ;" Ir:~ i~,,:, c:l"f,!:. of stock or the !;totatl inlcre$~ n:"" ""r' ':":". " .' I ~:.'~ ')": . '. ....,: t:. , I,'.' ..., ~:,. 'II. I)':!": 1)1= S ,49J1.9(U.5______..., '\fl:'~.ght cn _~uJ,L17. _.1980___. .,,,. r; . ~ i ". ~ I I I' ,,' , - -, t .- ~ . . -----_.------ , (Ontl1 "I f;r.'\'~'\ v::rr:iou.s" datCfl. , , ~f"'.' ,',. 'J'"'' , "I" .....",... '.,:,,\ '" T,',. _ .......xr)' ::e~v C'.'l!'bedand Curober1an~__..... ?e!'L'1.'3ylvar.'..;' "1 r: t ~:". . '~"_I" .~,~' .lIOS . Bridge Street (~',. ...",., .,,~,' "'l'" :.:,.,' ''?' .,.....,,;. ':' r"~ (; ,. '.: .. 'J : I '-~ ":!. : ~c.,,~!'ty ) (~llO'U\ Y.-rry E. \.Jr5_ght .--.----.'.--... .--.-.-'-- ..... .~ .....1,1..-::11 r.Nt;fiCOlt''1 OIP. rC91~tftfod) 317 ;.":ili:c Street, New Cumberland. PA '...7"70 - ... ....'.....:..~':.:::... \ _"\"00 "F. L:.'1Faver J Esquire, 21-2.0-5l~7 ,. "'''''-,' ." ',., .. , ,. ,,, . -_..--- ...- ---~-_.. -- . ,-- ~ t." ~'T"'~ ~ , -"",; :-.- .:c:, ':". Jon, F... ,I.aFavex:,..'E:.sql'i,..c..., 317 'Third Street -'~."..!~,\:":T _J,\ew-A'.!!"b.erland.l. '?A ).7070 I i ....Y y" ';--.I' '":" I,' , '.":rNT -..3{f)-}-./'-_. C!?:~~'- ,,,\.: _ _ ~:'~ l..i":''.'''l~!Ct.;t(:..~. :T W!tL ....'01' nr: I / ":' '.,>.1 FOR COM("'L::'Tt'.:lN. ~,~r' , ',"" 1:<: r',~,EtJ : 1l":!ES (,r R:=':V/:l~~l ~ arr:(}d ./3;lf;:# ir !l~~ nornp. of th(' nf(\""'~~ll;~ .,. .._-.0. -'!";'.:f:P'r.! .'". ",.' ,.~,.fll .,t ~n~ tml1~/'~r inhcri.onc~ '0>: .0 w ~ r'~ '., ,',,' "",:"'/:', ~~c; .::t .l~~ /r;t of June! 2(', '?W. ~:~ ., :5 .,~~/) ;' ':1(r.t)rr!rmc~ w:.', ~'.,C' ....."'. "'--"" ,- ,",:"'y ...... ...-I~~ o"ly 'n rcf~rc"c:e to ,1,,:, csto.~ 0 .:~~ ~r'~c Secrelory of RO"O~ 'I/f.!ft~ - -- ----_.------_._-----~-- -- --- -------- -.----- ..,..-........ -- ~ -- ~. -~ --............ --- ......... ......... ...~.. ~. II. AEV.110:lEX ,~j.~~:k000223' COMMON~~~~J~TO~ :;'~~~ESVLVANIA i.:t",;.", . ..,. OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX .' t.r:Ii"':"" -'., , ' ~ ., II = TAX AT 6% TAX AT 15% RECEIVED J .. .. ... to FROM on ." ..- aver. .. . f TAXAT_% ADDRESS 317 Third Str..t. ESTATE TAX lIlew CWIl1:lerland. Il'a, 17070 TOTAL TAX CREDIT '--eSTATEINFCiRMATio'N-:--------------------------- DATE OF DEATH Jul 17. 1980 FILE NUMBER 21-80-547 october 15. 1980 LESS DISCOUNT % INTEREST TO_' DATE or PAYMENT PLUS (FROM m m I TOTAL AMOUNT PAID I i NAMEOFDECEDENT~Y B, WlllGHl' COUNTY Cwaberland ~------------------------------------------- POSTMARK DATE REMARKS: .PAID OR n:cot1N'1'- 10.526.32 ~ II 526.32 10.000,00 SEAL RECEIVED BY _ " c.. ,:=.. </c ,..:::.:--"1 ~aiy d'JGtti~. Register of Willa , I REGISTER OF WILLS T 4.,' --------- ~ (IJ~ l: '~)l\:.n df,('( AFFIDAVIT OF FIDUCIARY (In,,truction5 on Revene Side) .'r f ,j'D _i-;i/ r) '* -- .,qEf.U9 (I-80) COMMONWE~L TH OF PENNSVL V~HIA DEP~RTMENT OF REVENUE TR~NSFER INHERIT~NCE TAX RESIDENT DECEDENT Estote of Mary E. Wright Lost Address 504 Bridge Street New Cunberland. PA Dote of Deoth July 1L..1980 Sociol Security No. 204-01-9999 17070 Bureou File No. ICliY) 15T1\TEI ll.:1"'1 21-80-547 County File No. 1. Decedent died: ( ) Intestate (without a will) ( X) Testate (leoving a last will--copy attached) 2. Is the filing of a Federal Estate Tox Return required for this estate? Yes-A- No Admin istroto rI Admin istrotri x 3. (X ) Executor/f...><1dO< Name Jon F. T "Faver Address 317 Third Street New CuTberland, PA 17070 (ZIPI ICITY) (STATE) 4. All correspondence should be moi led to ( X) Attorn ey ) Fiduciory. 5. 11 on attorney is representi ng the estate, indicate: Name Jon F. LaFaver. Esquire Address 317 'Third Street__ New D.nnber1and, PA 17070 (ZIPI {CITYI ("TATEI ... '"' 05 ","" n~l - rT1~ C'" :T.~' "'0 rn~, ;+\ ~:tJ "'0 ,0 ?)'"Y' " ",f" r-"'l,; ;-,,: '01.:, "" :r 0- ., i.-~s~ " ~;'.r' p ~.) ..., oC " , 0". List all safe deposit boxes registered in the decedent's individual namel 0: jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by onatner os agent or deputy. Include the name and oddress of the bank or other institution where the safe deposit box is located, the name ~s) in whic~ the box is registered and the relationship of the joint holders to the decedent. Under penolties of perjury, I neclore that I have examined this retl'''', including accomponying schedules ond statements, and to the best of my knowledge and belief H is true, Cf'rrect and complete. ;" " '" /' , , - N~ME ~ND ~DDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT oox NAME OR NAMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED 1/,/ ',f ---./,1. ---~l: '__._ ,- SIGNATURE OF FIDUCIARV RELA TIONSHIP OF JOItolT HOLDERS TO DECEDENT . . / , , -)f ,.-......-' , I ~~'l'/ DATE REV"4~O 1\-aOI COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE '-RANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY *I!' ,. ".. ." ~- (Instructions on Reverse Side) M~.,." E.'.... h ESTATEOF ~C_.J-- ,--"..~g t__._________ ITEM ESTIMA TED DEPARTMENT DESCRIPTION MARKET VALUATION NO. VALUE (OFF1CIA~ USE ONLY l. HOuse and real estate situate at 405 ~ridge Street, New CUnberland, Clm1berland County, Pennsylvania. 30,OOO.00v' Sold to Mark S. Frese, et UK, for - 'f7'/~. TOTAL THIS PAGE 30 000.00 _:I" &.A1' -^ .:&~ REV.4.51 (l.80)' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY IInstruetions 011 Reverse Side) , I , I i Estate of Mary E. Wright I I I 1. I I 2. I I I 3. , I , '1 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. ITEM NO. DESCRIPTION The Philadelphia Saving FUnd Society Statanent s Acct. 117-07009109 Philadelphia Saving FUnd Society Savings Acct. '/CX. 27,120 Philadelphia Saving F\Jnd Society Certificate of posit 1161284699 Bank, N. A., Certificate of Deposit 1115727 Bank, N. A., Certificate of Deposit 1/17258 Bank, N. A., Certificate of Deposit lF17259 irst Federal S & L Assoc. Cert. of Dep. /1216-62381 'rst Federal S & L Assoc. Cert. of Dep. /1216-72258 irst Federal S & L Assoc. Cert. of Dep. /1218-12258 eral MJtors Acceptance Corporation Acct. /1299159 Reserve Fund Inc. Account 11128-48-395 1 shares National Central Financial Corporation stock @ 16 00 shares camon stock of American TelepOOrie & elegraph @ 52 11/16V' 00 shares camon stock of General M:ltors Corporat' 51 5/8 *' UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONL Y) 4,519.30 3,765.94 10,514.87 16,051.56 5,064.44 3,038.66 3,009.85 5,016.41 2,005.90 36,025.00 49,196.15 2,027.83 5,268.75 5,162.50 TOTAL THIS PAGE 150,667.16 '[ , MARY E WR !GHT 115 BEAUMONT RO 0: VoN PA 1'1333 PSFS COMBINED MONTHLY STATEMENT SERVICE SUMMARY 3,231 PERIOD ENDING 7/31/80 LAST STATEMENT DATE 6/25/80 PAGE NUMBER 1 ......PAyMENT ACCOUNT LAST STATEMENT BALANCE DEPOS l 1S TRANSFERS 10 PAYMENT ORDERS 10 W !THOR AWAL S CHARGES CURRENT BALANCE INTEREST RATE lAST STA 1EMENT DEPOSITS TRANSF ERS W !THDRAWAL S CURRENT BALANCE 5,25 BALANCE 3 10 8-C5042945*** ,00 .00 23 ,1 25. 04 23.125,04 .00 ,00 .00 7-07009109*"'. 3,686.45 23 .807.89 23 ,1 25 . OG. .00 It.369.30 *..*PAYMENT ACCOUNT lU'1BER OATE TR~NSFEllS PAYMENT 7-01 1-09 7-08 1-08 1-01 7-11 7-16 7-17 7-21 7-21 210 211 212 213 214 215 216 217 21B 219 SERVICE ACTIVITY B-O 5042 945************ WITHDRAWALS DEPOSITS 23,125,04 ORDE RS 37.00 1.331. '>2 6.93 24. 19 0::0.00 2';.00 21.000.00 500.00 50.00 100.00 *STATEMENT SAVlNGS ATE WITHDllAWALS 6-30 INT 1- 01 T P 7-03 7- 07 TP 1- 09 TP 7-08 TP 7-0'1 TO 7-10 7-11 TP 7-16 T P 7- 1 TP 1- 21 T P 7-07009109***********. DEPOSITS BALAN E 55,12 3.741.51 3,70ft.57 6,256,1ft 6,206.14 6,199.21 6.175,02 ft,B43.10 21,201,20 26.04ft.30 25.00 26,019.30 21.000.00 5,019.30 Ii 00.00 ClITE of bEATH VALuE. -'l> ft 'n 9.30 150.00 ft,3~9.30 37,00 2,551.57 50,00 6,93 24,19 1,331.92 M~NEY MKT/30 '10, CD ~ATES-CALL (2151629-2195 .-" CODES ,'" ci i.J I I.i t- / . (" " / h VI L- ):_ ,I ... - ;. ~J'~) , r, -' , , / {,/ ,.' ( '/ (~~ ) ,''1.Lo~r, r{) 1"tI /,'}' t..~-- /:1/ /.. ......- I .1....... 'i),Ix- I' I' . L.-. / :;.--' . "0 . -' -'. ~';< .' //~.~ -Q /1/ ,^ I"~ i.; ~.o--c....' ., / .., , IF "1 fl,' ~' ATM. Aulomalll'd MaChine Trilnsachor'l OOF. O"eCI D,'pos" of F{'(lor,\1 r>ilymt'nl~ sC 51'''',{l' Ch,llql' rSA. r',l,,~t"1 10 S,I~"'IjS CO .. Charlle 011 Ie . Itl!m Chalgf' SDR T'.lr"l~Il" 10 p~~ S.lft. D"po~ll ~""1.11 UF Unwl;.'cll'rl Fu"a~ Cn.l'91! CR .. Credll AdJu!lmenl IP .. ITem PlJn;h,1SI1 Ptl!SOO,ll'H'<.l Orr1t'!~ SP Slop "'.Ilm'~nl Ch'''9'' UP lJnpo~II'(II!""" OR ~ Dobll Adluslmen, INT .Inlelos' TL Tlanst.-.r 10 P,IY Loan UP, Urol'O~~,'d Inll.r"~1 (p".~,o.... 'l'l'.lfl ODD.. Ollllel Depo'll 01 O'~ldends:lnlIHosl NSF ., Non-Sulllele"t Funds Charge TM TIM'sler to P.I~ Mo't,pfj" UP;> Uni'oq!'(llnl..rl!~1 ;CUllCrll Yeall OOP.. Olree' Cepo'I' from Payroll TP T'i\rl5l.-r 10 1'.1, m,'nl 0'''''' ACCl1LJ"1 * ()Ul~"I'lal'\(J ll"m IMPORTANT: Pl.... I..mlnl your .llllmlnllnd fepor11ny errorllo Ihl blnk wllhln 30 d.y,.1l you ........ Iny qunlionl, pluu contact or ...I,il your oe,,"1 blntdng offiCI Ind bring this slll.menllnd your plymenl ord.r regllter with you. . ~ ~ C<.C(r~n[E3 MAIN OFFICE 331 OIlIDGE STREET NEW CUMOERLANO.PENNSYLVANIA 17070 17171774.7000 CCNI:J UANK. N.A. DATE AtlGUST ,26,191\0 UYI OF_~'I;:.s Jon p, La?AVER 317 THIRD ST:lE:>T "m'l CUW;ERLA~m, "A 17070 RE: ESTATE OF HA:1Y :. \';RIGHT GENTLEMEN: The following is a list of accounts that we have in our bank. TYPE OF ACCT. ACCOUNT NO. OPEN D.II.TE DUE DATE BALANCE ACCR. INT. CD 15727 lJl/77 4/1/81 $ 16000,00 $ 51,56 .~D 17258 11/13/77 11/13181 $ 5000.00 Co 6lt.44 ;D 17259 11/13/77 n/13/81 " 3000.00 $ 38,66 ~ AS OF JUI~ 17,1980 N~ffiS ON THE ABOVE ACCOUNT l'J<RY E \';Rl C;'lT If we can be of further assistance, do not hesitate to write. V~ry tItlly yot'.l"~ ~ CCNB, N.A. .oc>--7,,"cf ;?J::"'Y':'-"'cf=. Dorothy ~lorrette Savings Department '. .;: ,,\,~.. . ' August 22, 1980 Law Offices Jon F. LaFaver 317 Third St. New Cumberland, PA 17070 Dear Hr. LaFaver: This letter is in response to your recent request for informa- tion concerning the estate of Mary E. Wright, Below is an itemized list of all accounts with the decedent's name as of July 17. 1980, (date of death). Account numher: 216-62;812 Account title: Mary E. Wright Balance as of the date of death . , Accrued unpaid earnings . . . . . Total value on the date of death Opening date: May 9. 1978 . . 53.000,00 9.85 53,009,85 . . . . Account number: 216-722584 Account title: Mary E. Wright Balance as of the date of death . , Accrued unpaid earnings . . . . Total value on the date of death Opening date: February 21, 1978 . , 55,000.00 16.41 55,016.41 . . . . . . . Account number: 218-122586 Account title: Mary E. Wright Balance as of the date of death . Accrued unpaid earnings . . . . , Total value on the date of death Opening date: February 21. 1978 , . , 52.000.00 5.90 52.005.90 . . , . . . Should you have any questions concerning this data, please feel free to call on me or any member of our savings depart- ment staff, Our telephone number is 232-6661. / :~cerel~ (~ -. h~ >@:::V~~. "77Cl"'1 ames R, Hof / Savings COUDa or JRH:jh ----m ~~-~ ,-,:-;-.;~.1~ irlRR~i'~ 234 NORTH SECOND STREET, P.O BOX 1111 ' HARRISBURG. PA 17108 . \7171 232,6661 ~1"MIII:m: NIOW "Oil" S'mCK 1':xcltr\Nla:, INC. r\NII OHllm I)Il.Nell'r\I. EliClIM\I;"" JON F. LAFAVER, ESQ. 317 3rd Street New Cumberland, PA 17070 ELKINS & 00. 212 LOCUST STIlEET 1'.0. lIox 809 HAIUIISRUnG, PA. 17108 71i/2.B.MtH Au~ust 21, 1980 Dear Jon: RE: ESTATE OF MARY !<RIGHT The bid and asked prices for National Central Financial Corporation as of July 17, 1980 "ere l6~-bid and 17!.-asked. If you have any questions. please feel free to call. CDV/amh Sincerely. ";\ (!"l'~W./ U ~'/('U- Charles D. Vance Branch Hanager . R'EV.4'2. 0-llot COMMONWEALTH OF PENNSVLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDEH"( - E ESTATE OF _ ~. Wright SCHEDULE "C" TRANSFERS ~" ~ INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Ves," provide a dcscription of thc property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrumcnt relating 10 the transferred property. ITEM NO, DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICfAL USE ONLY} NOOE TOTAL THIS PAGE o o QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material parI of his estate without receiving valuable and adeQuate consideration? (Answer "Yes" or "No".) 2. Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) - 3. 11 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. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxabilily of transfer. 4. Did decedent, in his/her lifetime, make any transfer of properly without receiving a valuable or adeQuate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) 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 age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adeQuate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer . 'Yes' , or "No".) b. The right to designate the persons who shall possess or enjoy !he property transferred or income therefrom? (Answer "Yes" or "No".) 6. 11 the answer to five b. above is "Yes," state whether the right was reserved in decedent alone or others. = -, 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) 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".) .::.-....- ---- . ..-- " " ~'.'.-" ~.......,-~---_. RCV-453 EX" 13-80) . COMMONWEALTH OF PENNSYLVANIA DEPAOTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEOENT SCHEDULE "0" BENEFICIAR!ES *' (lnstmetions on Reverso Sldo! Estate of Mary E. Wright BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT Yes DATE OF BIRTH Adult INTERF.ST OF BENEFICIARY I. .--.... .. " . I , I .' . I' , , I I I I' , " , I , I i , I I i i I- If. " ~.. . I I . I I Suzanne W. Blood 175 Beaumnt Road Devon, PA 19333 niece 2. Lida W. Merz 2060 'lWinbrook Road PA 19312 niece Yes Adult 3. David B. Wright 202 At1ee Road Wa ,PA 19087 Nephew Yes Adult 4. Leon I.echthaler 215 W. Chocolate Ave., Apt. 5H Hershey, PA 17033 cousin Yes Adult The above beneficiariBs are living at this time except for the following: NAME DATE OF DEATH AEY..-U EX. tHOI INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21 -80-054 7 III Original o Supplemental o Remainder File Number Estate Name Mary E. Wright Date of Death 07-17-80 S . IS' N b 204-01-9999 oCla ecunty um or REPORT OF INHERITANCE TAX APPRAISER I, the underllgned duly appointed Inheritance Tax Appraiser In and for the County 01 Cumberland Pennsylvania, do respectfully report that I 110ve appraised the real and personol property as reported In the loregolng retum of 1he values set forth opposite each Uam in the last column to the right in Schedules "A", liB", "C", and fiE" Dated: March 27, 1981 --f/A)(/J J-A''/nJJ)(j) INHERITANCE T"X APPRMSEA INVENTORY VALUE AS APPRAISED CODE ADJUSTMENTS (HARRISBURG USE ONLV) REMAINDER APPRAISEMENT CODE Real Property (Schedute A) Personol Property (Schedule B) Jolnt.Held Prop.rty (Schedule E) Tronsfeu (Schedula C) S 30 000 00+ 150,667 16 10+ None 31+ None 30+ 180,667 16 40- 92+ TOT AL GROSS ASSETS 93- Leu D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estate o Annuity RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX $ S $ $ 6% Tax on $ 15% Tox on S Tax on $ Tax en $ $ Excmptions Tatal Estato $ $ 5 TOTAL TAX INTEREST FROM BALANCE TO Less Credits DATE OF PAVMENT AMOUNT PAID TAX CREDIT 5 $ INTEREST FROM BALANCE DUE REV.S18 Fa (7080) I~~ . h' .... COMMONWEALTH OF PENNSVLVANIA DEPARTMENT 01: REVENUE BUREAU OF FIELD OPERATtDNS NOTICE OF FILING OF APPRAISEMENT Mr. Jon F. LaFaver 317 Third street New Cumberland, PA 17070 RE: Estate of Mary E. \~right County of Cumberland File No. ~1-80-05117 Dear Mr. LaFaver: You ore hereby notified that the original appraisement in the estate of Mary E. Wright has been filed in the office of the Register of Wills of Cumberland County on Ma~ch 27 ,19 n. Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total $ 30,000.00 $150,667.16 None None $180,667.16 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 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 said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Dote March 27. 1981 Si gned 4/!-0(/'.1 /~lPf,,~ d',j) Ti tl e Chief Appraiser NOTE: This is not 0 bill. REV:457 (1.80) COMMONWEALTH OF PENNSYLVANIA DEPAIITMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT *' - - Estate of Mary E. Wright File No. 21-80-0547 County Cumberland Date of Death 07-17-80 In the .VI". that any future Interll. in thl,"tate I. trandened In pouonlOn or enjoyment tu cullateral heirs of the decedent Ifter t~. expiration of any esteta for 11ft or for year., thll Commonwnlth hlJteby 8)(prassly rosarvel tho right to opprair;o and BUllSS transfer Inheritance DKOS It th. lawful collateral rat.. on any Juch future Interest. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1. TOTAL REAL PROPERTY - SCHEDULE "A" . . 2. TOTAL PERSONAL PROPERTY - SCHEDULE "8" 3. TOTAL TRANSFERS - SCHEDULE "C" . . . . 4. TOTAL JOINTLY OWNED PROPERTY - SCHEDULE "E" None None [ TOTAL REPORTED PROPERTY $180,667.16 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY None TOTAL GROSS ASSETS $180,667.16 LIFE ESTATE OR ANNUITY CALCULATION I I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register of Wills. kJl~../" .l-/?/t'tu ....J ) APPRAISER 11arch 27. 1981 DATE 0 t- O t- ~ ~ co: ~ ..., "" Ql .... Ql . ::; ~ ~ ..., '" '0 ib ..., c:: Ul ell Z l<l ~ .... .... 0 >- '" ~ '" '0 :>: Ql Iii l<l 'tl .c '" . 'M [3 ,.; ;;l r4 " '" III U Ql ~ 0 -s ..l to .c ~ ~ < -s ~ 3 ~ - os 0 U ~ :;: In Z tJ - r.. r.. - ~ ~ r.. g r.. 0 Iii 0 '" 0 l<l '" >- E-o 0 - l<l ~ l<l Z Z E-o Z :j 0 - 0 ~ r>: ~ IU IU Z ::e z 0 u ~ z - ~ '" ~ 8 0 :l ~ IU 0 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J 5S: according 10 law, deposes and says that he is Execut.or of tho Estate of -Mary. F. Wt-i ghl: lato of th~J~oro\lgILqt.N.~_~_~lat1d , Cumberland County, Pa., decBased and that tho within is an inventory made by Jon F. IaFaver , tho said EKecutor of tho on tire estale of said docedent, consisting of all the personal properly and real estato, except real estato outside the Commonwealth of Pennsylvania, and that the figures oPFosite each item of the Inventory represent it's fair value as of tho date of docedent's death. Jon F. IaFaver being duly SYllrn and subscribed before me, ---1 ) / I . (/ ,I, -.' --- " ."..- ), ,,- , i l<J (L ~--- / Addr.u 19 J-;" .;~ 'c.- Executor ~~r 317 Third Street New CtmDerland, PA 17070 Suza:l-~ ~l :..:!~' ("I~. ~;. ~;.,;y Pcblic M (. ......:...., b 'I;; J:ll. ::. 1983 y -"'.. . , Nt..' (ur..bU:,l',;:' r:. (ol';lJ:rtand CountV' Date of Death 17th Day 1980 Yur July Month n nr- c~J :t' I. An inventory must bo filod within three months after appointment of personal represontati-W,':- ",'" 2. A supplement inventory must be filed within thirty days of discovery of additionalassots. i:~ 3. Additional sheets may bo attached as to personalty or realty i5~ ("I . 4. See Articlo IV, Fiduciaries Act of 1949. ?:::: ...~,} INSTRUCTIONS I t.~ ':.) [;'.. o. . c.,:; e,':. LIJ l.~ 0_- a:LO oCi Uw ~cc '!': N a.: ~ ',''; '-' ~)8 Zc ;.q::~ ;T-.;.,. .c-' ~e::: 0"" 'lD >=1: CC", ~u u >- ~ .,; " I- W ~ ~ '" I- ~ W ~ ~ " 0.. u 0 0 II> " W '" W c I- J: 0.. U. j .. I- ..... Z u. ..... <( 0 0.. W 0 <( w ,.:. > Z '" . Z 0 c C " II> Z ~ 0 '" U w <( 0.. -0 c ~ ... -::: 0 ~ .a ~ E . " ~ ..... U ~ I o 00 I .-4 N o Z .; al ~~ - ""n ""0 ::E: ;:;:;:0 ~ ....0 '" r,m VJ -:Jr;: 0 ":"C) -c .~ .~ J< "V Ul ,.., '= REV.4,' 11.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DEceDENT SCHEDULE uF" STATEMENT OF DEBTS AND DEDUCTIONS RECORo~e.. RESl'~ ; ~\ ~~ . ...--- Estate of Mary E. Wright Date 01 Death July u..J~ko M~P 30 Il)':File No, 21-80-547 WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: Clff:r>l!i~=':li\.l'l, f'f Claimant Relationship to DefOOdlfll::', v' . .: __..______~~~-;..;....~--=-'---..:.c..--~. ----. - tTEM DATE NAME OF PAVEE REMARKS AMOUNT NO. Register of l~il1s Letters & Certificates 71 on Edith Seitle. Tax Collector Real Estate T"xes 101 Q1 Family Physicians Professional Services 30.00 PP&L Electric Service 9.48 Professional PhannaCY ~dicines 18.00 Mt. Olivet eanetery Associaticm Let 60.00 Jesse H. Stone Funeral Heme Funeral Expenses 1.383.00 The Patriot-News Co. Legal Advertising 17.28 CLInberland law Journal Legal Advertising 18.00 Gingrich l-nnorials of Mechanicsbur ~ Grave Marker 500.00 Jack Gaughan Realtor Realtor's Conmission 1.075,00 American Realty Group Realtor's Conmission 1,025.00 Recorder of Deeds 1% Real Estate Transfer Tax 300.00 suzanne W. Blood Re:Unbursement for ses incurred 1 100.00 Jon F. laFaver Legal Fee 9,033.36 Recorder of Deeds Filing Releases 25.00 Reg:ister of Wills Filing: Account 50.00 Reg:ister of Wills Filing: Fees 13.50 Ton F. laFaver Income Tax Return Prenaration 70.00 TOTAL THIS PAGE I 15,102.55 Claimant's Address I hereby certify that to the best of my knowledge and belief,Jhe foregoing is a just and true statement of debts. funeral expenses and expenses of administration submitted to the e..st<J\.e as d~d~ctiO~S f~r In.heritance Tax purpos~~~j" ~' /. /.-. "/ / .), (/ I .. I {' - . .) !ifGNA~URE oF' ATT~~NEV/FIOUC1ARY__- ATE / ' OFFICIAL USE ONLY / DEBTS AND DEDUCTIONS ARE ALLOWED INfHE SUM OF 5 / -7 / t} .:? . ~:J- AT " //j- PERCENT. d) L/-tf, -?I DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees. funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of 52,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. c "" 0 n > r:1 6 ~ z > 0 0 " Vl C'l n c: 0 ~ Z s: Z t"' t:1 t:1 ;>; Z 0 9 t"' Z ;::l ...; z Z t:1 ..., t:1 9 ..., -< r:1 - 9 Ul en Z 0 en 0 .., 0 ":1 ." '" ~ ~ 0 '%l is '%l - Z n S; t"' c: Ul t:1 0 Z -< -< :( r:1 t:1 ....., > > '" '" 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.H62 EX ~' .' COMMONWEALTH OF PENNSYLVANIA 4 'NO . DEPARTMENT OF REVENUE . K 29414 OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX I " . 'II II = Ii ~ __r-__. -- - -- --.... --- -- -:-'A ~A - --- ----- - ..- - --_. - ----- - - - - ---- --- ------- TAX AT 6% TAX AT 15% RECEIVED FROM TAXAT_% ADDRESS ESTATE TAX .- - -- - ---- ---------------------------.------- ESTATE INFORMATION: DATE OF DEATH FILE NUMBER DATE OF PAVMENT m m NAME OF DECEDENT COUNTY "OSTMARK DATE HEMARKS SEAL "PAID IN FULL" RECEIVED BV REGISTER OF WILLS TOTAL TAX CREDIT $3.782.05 PLUS (FROM LESS DISCOUNT % INTEREST TO_J TOTAL AMOUNT PAID &!!o'2 .,af) "It .. . ~I -/j / ., Iv.. 8"/ / " /. ')SIGNATURe' _ ,,(t. ""'I"'I~~~I.~;;:'.~P,;-~____ ~A'~L..:.l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' r: I .\. 10(\ r)!) I ~ DATE 0.(0) 9,. (C/:!"r ESTATE --^('(i\ II ,,\/ r: fA )/11 ~-A- FILE NO I :.:r I -- f'1l "l Lj :; COUNTY GJ ~",~~Q,-ll...^( 1 DATE OF DEATH ~.A,_, l~ I 'J/ / qy[) COUNTY FILE NO: \\ -" TO: 'l (JY1 --r, ( , J 3 I 7 -d A/' l;tj, . ~j', .1 C~ ^' NV' (\ _2.'~) ,'( J ;:)/- ?0-51/'; 'if l" ^l n" ----- c " ,. ,',/ , ! Appraised Value of Estate: Real Estate $ Personal Property + Jointly Held PropertY /Transfers + $ Total Gross Estate Total Approved Deductions Clear Value of Estate $ Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ Amount Taxable @ 6% Rale $ tax due $ Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ ^' '7 rf ;) 05 - .. .. .. . .. .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT Ie 1-0.,'1,/ $ :3 7YrJ iJl) + $ $ = $ ~ C} y ~ II 5 + = + = Interest accrues al 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 $ (f~13.~ 1M~ /1 ') Y BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE See Informal ion on Reverse !=iide - _~. J,l:lI:f._ .. c '",' U' . ~, 1..-'" I~: ('; ., c..."~ ~.. ,- t.1 . ~ iZ- . c. ...' :i~:~ c.(. "<:' Of!. :J:-:i n. W"J >- 1>.- C>- "" 0'" ",CI) :c ,W C- x:Q) UCl 0:::: W.... ::;> 0:'" ~ :::JU CO . u .... '" 'C 073 .& ';;::lJ """": t:l) '- :; ~ ~ ~ E .E < C .., c:--. :l' ~ , '0 ~ ;i~ ~I! ~ .~ ~~8 8 !j: ~ -It) 8~!~ ~~ON ~~ g z ~ ~ ~ ~ ~ ~ ~ Ul ~ ~ Po< '" u:; - i..o '" C. Q) '" '" ..c: ..0 - '" .... 0 o ~ ~ 0) :::; =_Q) .~ ~ :~ '0 1;; c.5 ~C5:: ~ 'g s:: .~ en ~ r; ~ ,... ~ --- 1: ~ E .E~8c w....~_~u >. c ~ ~'c ...= t CJ ... , ~ E ~ ~ CJ CJ c E E.~ u ~ (/) " :J :J ..c: .!!? ~ s~ - - .~ t:.~ ~ ~ " - ,. ..... N '-l 5 II) ~ ~ ..E...... '"0 ::.J C .~ g ..... ~ J4 ;j - '0 s::: ij) ;:; - '" '" G '^ '" '" ~ -:.;; '" 3: ~ .<: - .<: !~"~ '" " .l~ ~~ ~ f< ,-<,S:, ~ ~ ~"0/~'~ '" E-~, ~ r;; c .;. . ..J ~. '. ~J ~ ,~ ~c~-- E .::: '::: ,,''; .- Vi \ ~ c'- ,/ .:::':: ---::, .~ - .....- ~ . ~ . f. ~ ~ ffi ;., ~ .. '" :.- ~ ~ C ." w ";j C <n ~ ~ ..s 't:j ~ '!: ~ ~ ... ~. .... or: ~ rf. 'J~ c " .::J ._ 't:...S = ~ ~ 'C C) .~ -::l ..c --g " 2 'C ~ E "" ~ ~ ~ .S :.;( ~;; ~ ;:; ~ ~ ( --. ~ fil ~ '- . .' .' .~ o " ~ :S :z ~ ~ " w ~ ~ ~ ~ 0- ~ co, ~ 3 M f:i .. ::E ::> U ~ Z 8-21-80 9-18-80 9-22-80 10- 6-80 10- 9-80 10-10-80 10-14-80 10-16-80 10-24-80 10-31-80 11- 6-80 11-12-80 1-28-81 2-20-81 2-24-81 3- 2-81 3-25-81 4- 1-81 4- 6-81 4-28-81 I.AW 0,.,.,(1:. JON F. LAFAVER 317 THUID aTliIUT NtW CUM8E"L"ND,PA. FIRST AND PINAL AcmUNT OF JON F. LaFAVER Executor of the Estate of Mn'y E. Wright late of New Cumberland, Currberland County, Pennsylvania, deceased. :1 :1 DEBI1~ I~our accountant charges himself with receipt of the following items: iCCNB - Interest on c/D ffl7258 $ ICCNB - Interest on c/D ff17259 ,~irst Federal Savings & wan - Redemption of c/D 1t22586 IGeneral M>tors Corporation - Dividend !1Rl!dns & Co. - Sale of General llitors Corporation stock I~. S. Treasury - Social Security Insurance l~lkinS & Co. - Sale of Krtlf stock jCCNB - Interest on c/D 110015727 !iATcSCI' - Dividend Ire Reserve Fund, Inc. - Quarterly Interest on Acct. #128-48-395 I irst Federal Savings & wan - Interest on Acct. 1102-16-623812 I irst Federal Savings & wan - Interest on Acct. 1102-16-722584 I~dicare - Dr. Little IluG1 - Refund i~lkins & Co. - Sale of National Central Financial Corporation stock CCNB - Redemption of c/D 1tl7258 :CCNB - Redemption of C/D 1tl7259 pmronwealth of PA - Final Settlanent with State Ernp. Retire. System 1,65 Special - Dr. Little i~ational Central Financial Corporation - Dividend ilThe Reserve Fund, Inc. - Close Acct. /1128-48-395 ['CCNB - Interest on c/D 110015727 ilFi~st Federal Savings & wan - Interest on Acct. 1102-16-722584 [Fii:st Federal Savings & wan - Interest on Acct. /102-16-623812 Net proceeds from sale of real estate at 405 Bridge Street ,~CNB - Interest on row Estate Checking Account l'iIlance R. Stouffer, Sr. - Refund on cancelled HOIreowners Ins. Policy 'C~ CNB - Interest on NCM Estate Checking Account [, SFS - Close Savings Account #CX27 , 120 : SFS - Close Account #7-07009109 liPSFS - Red~tion of c/D #61284699 1:;CCNB - Interest on NOO Estate Checking Account FCNB - Red~tion of c/D /10015727 i,cCNB - Interest on cJD 110015727 liFirst Federal Savings & wan - Interest on Acct. 1102-16-722584 l!First Federal Savings & wan - Interest on Acct. 1102-16-623812 :\First Federal Savings & wan - Redemption of c/D 1102-16-623812 [!First Federal Savings & wan - Redemption of c/D 1102-16-722584 IlcCNB - Interest on NCM Estate Checking Account : I I Total ,_ \.1 i ..vi:. ~Ju 90.62 54.37 2,018.92 60.00 5,406.28 255.00 5,218.79 290.00 125.00 1,423.79 57.09 95.14 23.08 128.98 2,027.83 5,061. 42 3,036.85 226.94 5.77 48.47 86,253.77 290.00 95.15 57.10 28,013.01 38.43 19.00 104.05 4,163.06 4,547.03 11,247.93 178.39 16,000.00 290.00 93.32 55.99 3,016.70 5,027.83 274.65 185,419.75 8-22-80 8-25-80 8-28-80 9-11-80 9-22-80 9-24-80 10-13-80 10-14-80 1-15-81 2-25-81 3-17-81 3-18-81 3-20-81 4- 7-81 4-13-81 4-24-81 LAW O",":CS JON F. LAFAYER 317 THIAD STA'tET NEW CUMIEALAND. P.... CREDITS Your accOlmtant credits himself with payrrent of the follOlv.ing items: Register of Hills - Letters &. Certificates . th Seipe - Real Estate Taxes Suzarme H. Blood - Reinbursenent (Family Physicians - 30.00; PP&L - 9.48; and Professional Pharmacy - 18.00) . 01ivet CelIetery Association - Perpetual Care esse H. Stone F\meral HolIE - FLmera1 Expenses Patriot-News Co. - Legal Advertising Cun'berland Law Journal - lEgal Advertising Register of Hills - Payment on AcCOlIDt of PA Inheritance Tax Gingrich Merrorials of ~chanicsburg - Grave Markers (t:\oX)) Register of Hills - Payment on Accmmt of PA Inheritance Tax Register of Hills - Filing PA Inheritance Tax Retum Register of Hills - Filing Inventory Register of Hills - Fee for Certified Copy of Hill for Federal Estate Tax Ret:= 'A Depart:Irent of Revenue - Penalty &. Interest on 1978 Personal Incone Tax Register of Hills - Filing Thlbts &. Deductions Intema1 Revenue Service - Federal Estate Tax 'A DepartIrent of Revenue - 1980 Personal Incone Tax Internal Revenue Service - 1980 Personal Incone Tax Register of Hills - Balance of PA Inheritance Tax: fue Suzarme H. Blood - Reinburserrent for care and financia111'aIl8.gement Jon F. LaFaver - p.einburserrent for items expended and costs Jon F. LaFaver - Legal Fees Register of Hills - Reserve for Filing AccOlmt Recorder of Deeds - Filing Releases * Reserve Against Potential Taxes 71. 00 303.93 57.48 60.00 1,383.00 17.28 18.00 10,000.00 500.00 10,000.00 3.00 3.00 4.50 Total 87.83 3.00 634.52 178.38 53.00 3,782.05 1,100.00 110.00 9,033.36 50.00 25.00 1,000:00 38,478.33 1: NOIE: 'This arn::mnt is to be held by the Executor until a Final Closing Letter is received fraIl the Intema1 Revenue Service in connection with the Federal Estate Tax Ret:=. If no additional taxes are due, this $1,000 is to be distributed in full to the residuary legatees. RECAPITUIATION Total Debits $ 185,419.75 38,478.33 $ 146,941. 42 Total Credits Balance for Distribution i.. ,I.:; v v i .;uC 9 , " OOM1JNWEAL1H OF PENNSYLVANIA ) ( CUMBERlAND ) SS. OOllNTY , I OF Personally appeared before Ire, a Notary Public, JON F. LaFAVER, Executor of the Estate of Hary E. Wright, deceased, who stated that the foregoing Account is true and correct to the best of his knowledge and belief; and that no person interested:in the Estate of l13ry E. loJright, deceased, as creditor, next of kin, or otherwise, has given notice of his claim in writing to the deponent or the Estate's attorney, Jon F. LaFaver. , '., -~.-." .' ') \\ , / i/ . I, " / \ J,-l ,V tV?!/ lr.{~' Jon F. LaFaver S\o.um and subscribed to before me ;,...i";;'. ,~.~ Sa day of )la:V ' 1981. :.:,\. 0'/' llz. J ,~~' ..... _.:. . ......1,.. " '1 _ _, : O' ."". . ,/ ~ (~{~;: ','i':., ' :7 (. .j....." '..If. ....S .., 'It I ,.... 'I .t~... f) bl' ~;.'~ -"i',-,.,''', ,." uzan.. .... .c..lle.e. 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