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21-80 555
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate 01
Rosalia S. Knauer
, deceased.
To Register 01 Wills lor the County of Cumberland, In the Commonwealth 01 Pennsylvania.
Petitioner(s) Is (arejthe execut or
named In the Last WlIi and Testament 01
Rosalia S. Knauer dated June 12. 1969 and Codicil
Decedent was a clllzen 01 the Unlled States and a resident of UpDer All en
Township (Borough), Cumberland County. Commonwealth of pennsylvania.
dated ,.
December 30,
Decedent died on sunday
the 3rd
day 01 Auqus t
A.D. 19...ill1.-, In the
County 01 Dauphi n ' State 01 Penna. at the age 01 ~ years.
Decedent ~ (has noll been married and he:s (haS not) had children born to him (her) since the ex-
ecution 01 the above described Will.
Decedent was possessed 01 personal property to the value 01 $ 10.000
and 01 real estate to the value 01 None
as near as can be ascertained; said real estate situated as lollows Not App1 i cable
Therelore, your petltionerllll respectfully apply(ies)for the probate 01 the said Last Will and Testa.
ment and for Lellers Testamentary theron.
Dated AlIglI~ t ?fi t 1 QllO
Name and address Dauphi n Depos it Bank and Trus t Company
of Petilioner(s)
213 Market Street
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j ss
Charles H. Faust, Assistant Vice President and Trust Officer
of Dauphin Deposit Bank and Trust Company
named in above application, being duly sworn according to law say(s) that the
statements set forth In this petition are true to the best of hi s knowledge and belief.
Harrisburo, PA 17101
4: lj~"~ .~,4~"t. L
.Swor.1Lto- and subscribed before
me. August 26 19 BO
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T .j -1 Register
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Filed: August 26, 19BO
A tlorney
Spencer G. Nauman, Jr.
Ber9ner Building, Six North Third Street
P.O. Box 840, Harrisburg, PA 17108
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LAST \o1ILL AND TESTA!1ENT
OF
ROSALIA S. IlliAUER
I, ROSALIA S. KNAUER, of Camp lIill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and under-
standing, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making null and void any and all
former Wills by me at any time heretofore made.
FIRST:
I direct my Executor, hereinafter named,
to pay all my legal debts and funeral expenses as soon after my de-
cease as conveniently may be done.
SECOND:
All of my furniture, furnishings, books,
silverware, jewelry, pictures, objects of art, automobiles and all
other domestic and household effects and personal goods and chattels
of every nature and wheresoever situate, including all insurance
policies thereon, I direct my Executor to distribute in accordance
with the Nemorandum which I shall leave with my \-!ill. All of such
items not covered by said Hemorandum I give, devise and bequeath in
equal shares to my son, KARL E. KNAUER and my daughters, }lILDRED
KNAUER IIIGNAL!. and VIRGINIA KNAUER \-1ATSON, or the survivor or sur-
vivors of them.
THIRD:
I give and bequeath to my sister, HELEN YOUNG
BODElliIORN, the sum of Two Thousand Dollars ($2,000.00) if she survives me.
In the event that she does not survive me, this bequest shall be added
to my residuary estate.
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FOURTH:
All the rest, residue and remainder of my
Estate, of whatsoever nature and wheresoever situate, including that
over which I have a Po"er of Appointment, I give, devise and bequeath
in equal shares to my son, KARL E. KNAUER, and my daughters, MILDRED
KNAUER HIGNALL and VIRGINIA KNAUER \~ATSON, or their issue per stirpes.
In the event that any of my children should not have issue then living,
his or her share shall be paid to the other beneficiaries hereinabove
referred to.
FIFTH:
I direct my Executor to pay all inheritance,
estate, succession and legacy taxes of whatsoever nature and kind, to
which my Estate or the transfer 0 f any property passing hereunder or
othe~<ise passing by reason of my d~ath, may be subject and to charge such
taxes against my residuary estate, it being my intention that none of the
aforesaid taxes, either federal or state, or any property required to be
included in my gross estate under the provisions of any state or federal
la" now in force and effect or hereafter enacted shall be prorated among
the persons interested in my Estate to whom such property is or may be
transferred or to whom any benefit accrues.
SIXTH: My Executor is hereby authorized and empowered
to sell securities or other property, real or personal or both, and my
Executor is further authorized to borro" money for any purpose necessary
in connection with the payment of taxes or other matters incidental to
the settlement of my Estate, either secured or unsecured, at such rate of
interest as may be necessary and to pledge the assets of my Estate as
security therefor. Ny Executor shall have the pm<er to make distribution
in kind or partly in kind and partly in cash, to retain all or any part
of my property, real or personal, constituting my Estate for such time as
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COllICII.
TO
LAST WH.1. AND TEST^"IF.NT
OF
ROSAI.IA S. KNAUER
I, ROSAl.IA S. KNAUER, having made my l.ast Will and Testament, dated
the 12th day of June, 1969, do hereby make, publish and declare this as and
for a Codicil to my said l.ast Will and Testament.
FIRST: I hereby revoke item FOURTIl of my said l.ast Will and
Testament and in lieu thereof substitute the following:
"FOURTH: All the rest, residue and remainder of my Estate, of
whatsoever nature and wheresoever situate, including that over
which I have a Power of Appointment, I give, devise and bequeath
in equal shares as follows:
One of said equal shares to my son, KARl. E. KNAUER, or
if he predecease me, to his wife, FRfu~CES SANDERS KNAUER, or if
both my son and his wife predecease me, to his issue per stirpes;
One of said equal shares to my daughter, MILDRED KNAUER
WIGNAI.I., or her issue per stirpes;
One of said equal shares to my daughter VIRGINIA KNAUER
WATSON, or her issue per stirpes.
In the event that any of my children shall not have issue
then living, his or her share shall be paid to the other beneficiaries
hereinabove referred to."
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CODICIL
CUMBERLAND COUN1Y, ss:
This ...............l.k.?:0.................. day of ..............~.':':'?~.~~............ ................ ........... A. D.. 19'-~g...
before me ~.~.~~......J1~.~y...~.,...J.!i!.wi.(:!............... Register for the Probate of Wills
and granting letters of Administration In and for said County of Cumberland, in the Common-
wealth of Pennsylvania, personally came .. ..p..Cl:~J~.~~...W.,...~~.l?~.r....i,l,I1g,..Gh~.~1.!'!.!'t...ij......f.~~11.t..
............................the subscribing witnesses to the foregoing instrument of wI'itlng purporting to be a
....................codlcll to the last Will and Testament of ........~.'?~.~~i.~...~.......~~':l.~r..........................
Dated ~.l.J.?/J~.??.. late of....Jlp.P.~.;:..l\1..l~n...T9.wns.hip4.......... . Cumberland County, Penna..
. . ~ ~re
deceased who bemg duly .....e.w.orn... accordmg to law, depose and say, that ...........Y........ present,
saw and heard the testa..!:~.~.~...... .....R9.1jI.~.H~...~.,...!Sn~.~~.+...........sign. seal. publish. pronounce
and declare the said instrument of writing as and for a ............ codicil to h. ~.~.....Testament and
Last Will, and at the time of S9 dQlng ....!!l\El.....was of sound and disposing mind. memory and un-
theJ.r
derstandlng, to the best of .....~~... knowledge. observation and belief.
sworn
.
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:~.....l~.t..<<.....d:....c'/.r.~k,u.......................
and subscribed before
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OA TH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
This, the 26th
day of
Auaus t
Mary C. Lewis
A. D. 19XBO., before me, \)jl~btIllPdti~~ Register for
the Probate of Wills and Granting Letters of Ad ministration in and for the county of Cumber-
land, in the Commonwealth of Pennsylvania, personally came Charles H. Faust
and Pauline W. Haber who being duly
sworn according to law deposed and soy that they ore well acquainted with
the handwriting of
Rosalia S. Knauer
whose nome is attached as
Testrix
to on instrument of writing
purported to be
Rosalia S. Knauer
the Last Will and Testament of
late of UDDer Allen TownshiD. Cumberland County
, deceosed
and that the said signature is true and genuine, Rml*~x~lt~y~VllW
~~~II~~RF
sworn
nnd subscribed before me,
thio;
26th
day of
August
A. D. 1 Wl...2--
i~~!k"e:
....!..~~~~~....k:..d~
Pauline W. Haber
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va; / . //1 . '..vI
/d,~.~ .I. C:. ~..r.~..
, . gpd< t'l~1 Register
per
Deputy Register
OATil 0.' SUDSCRIIIIN(; WITNK';S
MONWEALTH OF PENNSYLVANIA I ss:
COUN OF CUMBERLAND r
"-....,
This '" day of .D.,19 I
before me, Register for tne-l.'robate of Wills and granting lelters of Administration in and for saidJ?' unly of Cumberland, in
the Commonwealth of Pennsylvania, personally came /"
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the subscribing witnesses to the foregoing instrument of writir,g purporting tgb'c the last Will and Tcstamcnt of
....... ..'
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". Dated .'
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'," fumberland County Pa., deceased who being duly
'"...
-". present, and saw and heard the testa
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si~n;-.seal. publish, pronounce and declare the said
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instrument of writing as and for h.,' Testament and Last Will, and at the time o'f-,;o doing
was of sound and diSPOSin&.mfu~':emOrY and understanding, to the best of ',.
knowledge. observatio!j,ail'd belief. ......
.......
late of
.;",
according to law, depose and say, that
,.'
and subscribed before
Register
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA! ss:
COUNTY OF CUMBERLAND ~
&!h-~ ~ ~C'-<A-<L-?; d~, ~~-r~tIf~;..?-<--
being duly
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.
died on
the
'3......,.1
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If
I\.D., 19&'-0,
day of
at or about
3:-z...o
o'clock, J? M.
~~,x-
and subscribed this
a~? b1~
26th
day of
August
19,1!2..-,\before .,
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Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Lelters of Administration in and for the County of
Cumberland, personally eame hc....-C~ ,:;Y' ~t"<~...J /~ J'/'..,.. ~ tf!"~ .----
h-",~~.......
who, being duly .a.-<-:':~'- ,do"""
of the last Will and Testament of
depose and say that as
.h . , ~- /:--.
I?C~~"-C- :/. ~_~.c'-'
., ........
deceased
-&-
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 In~itances. _ f. and s, ubscribed before me.
August 26 A.D., 19~ L d~~ '2I..:{f/.<.-<-d/,
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DECREE
Be it remembered that on the
26th day of
August
,A.D.,lgB~, there was probated and
recorded the last Will and Testament of
Rosalia S. Knauer
late of
upper Allen Township
, Cumberland County, Pennsylvania,
Dauphin Deposit Bank & Trust Co.
Deceased. Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
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'".N~E~L TH OF PENNSYLVANIA
.:,'./TMENT OF REVENUE
e ..AU ',I' COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
.~
DATE
9/11/80
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for ClJ1sent to the transfer of the followin9 securities of 0 Pennsylvonia
Corporotion or 0 Notional Bonking Association located in Pennsylvania:
(0) 347 Shs. (b) American Bank & Trust Co. of Pa. (c) Common
(NOTE: In describing securities enter in (0), ab (Ne, either the number 01 shores 01 stock or the face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote
and maturity dote of registered bonds.)
,and having 0 TOTAL MARKET VA>LUE OF S -'1j "'I ';I.j..-"
ISSUED ON Various dates
(Dolo)
os of the dote of death of the decedent, Rosalia S. Knauer
(Name of Decodent)
, on
8/3/80
(Date of death)
Messiah Home
who wos late of 100 Mt. Allen Drive
(Slreet and Number)
Mechanicsburg
(Post Office)
Cumberland Pennsylvania
(County) (Stote)
The securities ore registered os lollows:
Rosalia S. Knauer
(Nomo or nomes In which certificates ore roglstorod)
~~~~) Dauphin Deposit Bank & Trust Co., P.O. Box 2961 Harrisburg, Pa. 17105
EXECUTOR) (Namo) (Add,ass)
NAME OF APPLICANT Dauphin Deposit BaRk & Trust Company
P.O. Box 2961
COUtHY FILE NUMBER 21-80-555 ADDRESS OF APPLlCANfarrisburg, Penna.
BUREAU FILE NUMBER SIGNATURE OF APPLICANT , ~
HOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATiON, IT WI~t mw<m: M. Hake
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION, ,3,;,<rilllt Trust Officer.
COMMONWEALTH OF PENNSYL VANIA - DEP ARTMENT OF REVENU E
CONSENT TO TRANSFER SECURITIES
DATE
I hereby consent 10 the transfer of the above securities now registered in the nome 01 the of
Decedent and waive the filing of 0 certificate certilying to the poyment of the transler inheritance tax to which
the property of said Decedent is mode subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521,
os amended and the Act 01 June 15, 1961, P.L. 373, os omended. This is also in accordance with the provisions
01 the Act 01 April 9, 1929, P.L. 343.
This Consent to Transler the herein described property operotes only in relerence to the estate 01 the
above-named Decedent.
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Inventory 01 the reol ond personol e.tote 01
Rosalia S. Knauer
deceased.
- ---~-l-
Cash and Cash Items: \
1. Income Cash Balance on 8-3-80 in Revocable Agreement of Trust Between
Dauphin Deposit Bank and Trust Company and Rosalia S. Knauer, Settlor 5,774 05
2. Claim Payment from Pennsylvania Blue Shield
3. Claim Payment from Pennsylvania Blue Shield
4. Cash Found in Safe Deposit Box
5. Claim Payment from Pennsylvania Blue Shield
6. Claim Payment from Pennsylvania Blue Shield
7. Social Security for July 1980
8. Refund of Discount on Per Capita Tax
9. CCNB, N.A. Savings Account #006-052601-9
Accrued Interest
10. Harris Savings Association Christmas Savings Account #5-18-005177
Accrued Interest
11. CCN8, N.A. Checking Account #4872081
12. Cash Found in Wallet
13. Accrued Interest on Assets Held in Revocable Trust:
$10,000. U.S. Treasury 7.125% Notes due 11-15-80
5,000. U.S. Treasury 7% Notes due 11-15-81
10,000. U.S. Treasury 9.75% Notes due 1-31-81
5,000. U.S. Treasury 9.75% Notes due 2-28-81
6,000. U.S. Treasury 7.375% Notes due 5-15-80
20,000. U.S. Treasury 7.125% Notes due 11-15-82
30,000. U.S. Treasury 7.875% Notes due 5-15-86
20,000. U.S. Treasury 6.375% Notes due 2-15-82
3,000. Twelve Federal Land Banks 8.20% Consolidated Bonds Series
B-1983 due 1-20-83
10,000. Federal Home Loan Banks 7.60% Consolidated Bonds due 2-25-81
5,842 shs. Fixed Income Fund @ 6.795%
10,000 U.S. Daily Treasury Repurchase @ 8.350%
Securities:
14. 347 shs. American Bank and Trust Company of Pennsylvania, Capital
Mi sce 11 aneous:
15. Ladies Diamond Ring - Appraised at
16. Household Effects - Appraised Value
Total
12 62
50 48
. . 512 00
93 60
23 \40
389 \10
1 20
3,067 \34
9 87
170 00
3 95
1,961 47
6 \55
154 90
76 10
7 90
208 00
96 18
309 80
513 60
592 60
29 40
18 60
397 00
6 96
4,750 43
350 00
396 00
$ 19,983 10
COMMONWEALTH OF PENNSYLVANIA I.
COUNTY OF)p.l..u-UJHI( DAUPHIN J
A~:",~t:-CI \'1\:' t'rc;J nl anJ rru:il Glficfh'
.~harle~!!~_faus.!:, Tr!:l.S_t~Jicer.2f-D~Uphi!l.!!~JlOS; tJl.ank and..Jrust Cl!l11Jlal!L____ -.----
being duly Ql@lJfleL___..__ according to law, deposes and says that he .iLExecutor-------
_______ __________________ of the Estate of Rosalie S. Knauer
late of UODer Allen Township , Cumberland County, Pa., deceased and that the
within is an inventory made by _Dauphtu.DeposJtJlanlLand.Trus.t-Company-. the said-EXeCutOL
of the entire estate of said decedenl, consisting of all the personal prop.rty and real estate, except real estate ouhide
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of de edent's death.
Sworn to
and subscribed before me,
February 10. 1981
Eli:abeth J. Benko. !/.,t,ry Pubfic
Mv (om:njlli~n ~...;ire' II.Vlll 16, 1984
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Date of Death
3rd
Doy
55:
August
Dauphin Dep sit Bank and Trust Company, Executor
of. the ~of 8/)".saW..-S....J'j1auer ./
By...... ~~~
Exoeulo. . ~1I1t~
__213_Market Street
Harrisburg, PA 17101
---
Addre"
1980
Month
Yur
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 a"ots.
3. Additio.~.al sheets may be attached as to personalty or realty
4. tSee Ar~cle IV,~€i~uciaries Act of 1949.
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CO~.IlONWEAL TH OF PEN,lSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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AFFIDAVIT OF
FIDUCIARY
(In.tructions on Reve..e Side)
Estoleol Rosalia S. Knauer
Messiah Vi llage
Losl Address Im..Mt....Allr:n...l1r.iY.e
Mechanics..b.lll:9. PA
August 3, 1980
Dote 01 Dealh
Social Security No. 204-?8-2101
17055
Bureau File No.
ICITY)
ISlA TF.I
(ZIPI
County File No.
21-80-555
J. Decedenl died:
( ) Inteslate (without a will)
( X) Testale (leaving a last will--copy attached)
2. Is the filing 01 u Federal Estate rax Return required for this estale? Yes~ No
3. ( X) Executor/Executrix ) Administrator/ Administratrix
Name Dauphin Deposit Bank and Trust Company
Address 213 Market Street
n cO
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(CITYI
17105
t~IPI
Penna.
(STATE)
4. All correspondence should be moiled to ( ) Attorney
(X ) Fiduciary.
5. If on attorney is representing the estale, indicate:
Name Spencer G. Nauman, Jr. Esquire
Address Bergner Bui 1 di ng
Harrisburo. Penna.
(CITY) (STATE) (ZIPI
List 011 sale deposit boxes registered in the decedenl's individual nameihor jointly with, or as an agent or deputy
of another, or in decedent's individual nome with righl 01 access by ana er as agent or deputy. Include the nome
and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELA TIONSHIP OF JOINT
HOLDERS TO DECEDENT
CCNB NA
Camp Hill Shopping Center
Camp Hill, Penna
Rosalia S. Knauer
I
Under penolties 01 periur(, I declore that I hove examined Ihis return, including accompanying schedules and Ii i
stotemenls, and to the hest 01 my knowledge and heliel it is Irue, correct and complete.
Dauphin Deposit Bank and Trust Company, Executor of the I
~sta 0_ osa ia~. Kn~r ~ ~. /~/'/
- -- . ~f~rf8 - ~t.?~,
. n IC~ ~'-"r,loh r '. ,
SS'! %NA URE 'OF-FIDUCIARY "f'r'tJ ffl cer DA TE
", REV.4"O'lt.1I01 '
c:'OMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
..,;;:~t6.
t' 'i
l'-~_ "
.~'. 'it;_
(Instructions on Reverse Side)
ESTATE OF
Rosalia S. Knauer
DESCRIPTION
ESTIMA TED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE
ONLY
NONE
TOTAL THIS PAGE
.....
~.
REV-451 EX'-IJ.80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT OECEOENT
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions on Reverse Side)
Estate of Rosalia S. Knauer
ITEM
NO.
DESCRIPTION
1. Income Cash Balance on 8-3-80 of Revocable
Agreement of Trust Between Dauphin Deposit Bank
and Trust Company and Rosalia S. Knauer, Settlo
2. Claim Payment from Pennsylvania Blue Shield
3. Claim Payment from Pennsylvania Blue Shield
4. Cash Found in Safe Deposit Box
5. Claim Payment from Pennsylvania Blue Shield
6. Claim Payment from Pennsylvania Blue Shield
7. Social Security for July 1980
8. Refund of Discount on Per Capita Tax
9. CCNB, N.A. Savings Account #006-052601-9
Accrued Interest
10. Harris Savings Association Christmas Savings
Account #5-18-005177
Accrued Interest
11. CCNB, N.A. Checking Account #4872081
12. Cash Found in Wallet
13. Accrued Interest on Assets Held in Revocable Trus
$10,000. U.S. Treasury 7.125% Notes due 11-15-8
5,000. U.S. Treasury 7% Notes due 11-15-81
10,000. U.S. Treasury 9.75% Notes due 1-31-81
5,000. U.S. Treasury 9.75% Notes due 2-28-81
6,000. U.S. Treasury 7.375% Notes due 5-15-80
20,000. U.S. Treasury 7.125% Notes due 11-15-8
30,000. U.S. Treasury 7.875% Notes due 5-15-86
20,000. U.S. Treasury 6.375% Notes due 2-15-82
3,000. Twelve Federal Land Banks 8.20%
Consolidated Bonds Series B-1983 due
1-20-83
UNIT
VALUE
TOTAL THIS PAGE
ESTIMATED
MARKET
VALUE
5,774.05
12.62
50.48
512.00
93.60
23.40
389.10
1.20
3,067.34
9.87
170.0
3.9
1,961.47
6.55
154.90
76.10
7.90
208.00
96.18
309.80
513.60
592.60
29.40
14,064.11
'*
DEPARTMENT
VALUATION
(OFFICIAL USE ONL Yi
I
I
II
I
.'
-.
<e::CCrAn La
MAIN OFFICE 331 BRIDGE STREET NEW CUMOERLANO, PENNSYLVAN'A 17070 17171774.7000
CCND UANK.N,A
DATE S::"Tl :;:;;:: 2~ ,19AO
D.t~U~HI:~ DF:OSIT B'\:[i
and TaU.'3T ~~():'PA ':y
213 :'H!E:cr STRi!.T
HA:UISElJRG,?A 17105
RE: ZST.~T~ OF ~.OSAI,!A :;';AU~~R
GENTLEMEN:
The following is a list of accounts that. we have in our bank.
TYPE OF ACCT. ACCOUNT NO. OPEN DATE DUE DATE BALANCE
ACCR. INT.
SAV
006-052601-9 1/6/71
e 3067.34
$ 9.87
NAMES ON THE ABOVE ACCOUNT
ROS/:.T..IA S. !C-iA!J:::R
If we can be of further assistance, do not hesitate to write.
Very truly yours,
CCNB, N.A.
~(!>4.~ /;e(/Vk./&"
Dorothy Morrette
SaVings Department
,
...---.-4'
AEV.A5'2 EX.'" (3.80) .."
COMMONWEAL.TH OF PE"NSYLVAtIIA
, DEP"RTMEN'T OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT R 1 i S
ESTATE OF osa a .
SCHEDULE "C"
TRANSFERS
*
Knauer
INSTRUCTIONS:
1. Answer the Questions on reverse side.
2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the 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 instrument relating to the transferred property.
ITEM
NO. '
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USE ONLY)
Assets held in Revocable Agreement of Trust and Amendmen
dated April 22, 1970 between Dauphin Deposit Bank and
Trust Company and Rosalia S. Knauer, Settlor:
1. Cash, Uninvested
2.' Cash, (Temporarily Invested)
3. $10,000. U.S. Treasury 7.125% Notes due 11-25-80
4. $10,000. U.S. Treasury 9.75% Notes due 1-31-81
5. $ 5,000. U.S. Treasury 9.75% Notes due 2-28-81
6. $ 6,000. U.S. Treasury 7.375% Notes due 5-15-81
7. $ 5,000. U.S. Treasury 7% Notes due 11-15-81
8. $20,OOO..U.S. Treasury 7.125% Notes due 11-15-82
9. $30,000. U.S. Treasury 7.875% Notes due 5-15-86
10. $20,000. U.S. Treasury 6.375% 80nds due 2-15-82
11. $10,000. Federal Home loan Banks 7.60% Consolidated
Bonds due 2-25-81
12. $ 3,000. Twelve Federal land Banks 8.20% Consolidated
Bonds, Series B-1983, due 1-20-83
11.27
63,099.69
9,932.90
10,029.70
5,017.38
5,918.58
4,850.05
18,935.00
26,897.25
19,131. SO
9,912.75
2,876.13
TOTAL THIS PAGE
176,612.20
.. .-
QUESTIONS CONCERNING PROPERTY TRANSFERS
"
f
1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) Yes .
2. Did decedent, within two years of death, transfer property from himsel f/ herself to himsel f/hersel f and another party
or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -1!lL
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 cerlificate.
c. Affidavit by the attending physician indicating the stale 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 oJ property without receiving a valuab:e or adequate consideration
therefor which was to take effect in possession or enjoymenl at or afler hiS/her death? (Answer "Yes" or "No".) Yes
a. Was there any possibility that Ihe properly transferred mighl return 10 Imnsferol or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".) Yes
b. What was the transferee's age at time of decedent's death?
5. Did decedent ;;1 his/her lifetime make any transfer without receiving a valu<ible 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'.';) Yes
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) y".
6. If the answer to five b. .above is "Yes," state whether the right was reserved in d.ecedent alone or ot!lers. Mrs.
KnaupI' I'pta;npr! <nl" pnw"r Of ~ppo;ntment
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".) YP.
8. Did decedent, at any time, transfer properly, the bmeficiat 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 "Y~s" or "No".) Yes
3. 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".) Yes
.1
l.
...
.~
..
'\
One of said equal shares to Settlor's son, KARL I!, KNAUI!R, or if
he predecease the Settlor, to his wife. FRANCES SANDEllS KNAUER, or if both
Settlor's son and his wife predecease the Settlor, to his issue per stirpes;
One of said equal shares to Settlor's daughter, ~IILDRI!D KNAUI!R WIGNALL,
or her issue per stirpes;
One of said equal shares to Settlor's daughter, VlIlGIN[A KNAUER
WATSON, or her issue per stirpes.
In the event that any of Settlor's children shall not have issue then
living, his or her share shall be paid to the other beneficiaries hereinabove
referred to,
. * . * . . * . * * *
The DAUPHIN DI!POSiT TRUST CO/.IPANY doth hereby constitute and
appoint/:? "...t...."I' /).,., . ~<'<'~"""I 9". , to be its attorney for it.
and in its name and as and for its corpcrate act and deed to acknowledge this
instrument before any persoll having authority by the laws of the Commonwealth
of Pennsylvania, to take such acknowledgement, to the intent that the same
may be duly recorded.
IN WlTlIESS WIIEREOF, ROSALIA S. KNAUER, the Settlor, has hereunto set
her hand and seal, and the DAUPIlIN DI!POSIT TRUST CmU'A.w. Trustee, has caused
. // . {
these presents to be signed in its corporate name by its ~ /:..-v...........~
ti.,.) ~~ T~ 6/'1' .~ ..~ , and its corporate seal to be
hereto affixed, attested by its secretary, the day and year first above writ~en.
IHTNESS;/
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-:"~':".L(l',"I_.l'O.-- .......1 \~.1J.,-,,-.,_, "'L--- .
JROSALIA S. KN/WER, ettlor
ATTI!ST:
~12jl /
N:'.1:, ,:,. ::
I.....:.:....;~ '.. .,' l'j'
DAUPHIN !JI!POS IT TRUST CmIPANY.
Trustee
.~ ,.\., .....J-, \
VI'.f' . pfJ~..ide\'l\ ,.~
$c,,\ot 1'fUfot oWesl
By:
"
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SICJ.lF.TAn.
--..-
. .
TRUST AGJ:Ei:NEiIT
TillS AGR!;EN!;:rr made this 22nd day of
April
1970
illiill, by and betwcen ROSALIA S. KNAUER, of Camp lillI, Cumberland County,
Pennsylvania, (herc.inafter called "Settlor") and DAUPllm DLI'OSn TRUST
COHPA.il, Ilarrisburg, Pennsylvania. (hereinafter called "Trustee"),
\;lTNESSETH
WIIEIU;.\S, Settlor desires to transfer and deliver to the
Trustee certain cash, property and securities listed in detail in Schedule
"A", hereto annexed, made a part hereof and bearinp, the desip,nation "List
of Cash, Property and Securities Deposited by Rosalia S. Knauer with Dauphin
Deposit Trust Company under Revocable Trust Agreement dated the 22nd day
of
April
, 186&:<' 1970.
:,0\;, TliEREI'OR~, in consideration of the premises and of the
mutual covenants herein contained, it is a~lreed by and between the parties
here to as follows:
AR'fit:LL 1.
The Settlor directs the Trustee to disburse the income and
principal of the Trust Estate in the manner as hereinafter set forth
in detail in Schedule "Jl", hereto annexed, made a part hereof and bearinr,
tne designation of "Plan of Distribution of Trust Estate of Rosalia S .
~nauer under Agreement dated April 22
, ~it. 1970".
ARTiCLE II.
The Settlor reserves the right for herself and others to
assign additional property, securities or cash to the Trustee to be
held under the terms hereof and' the 'frustce is authorized and em-
pOI,ered to receive the same for the uses and upon tile; trusts set forth
ilerein.
~.
. . \....,' .."".... -...., . ',.'
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(?'....>:::.:- .- - . .,;'..~., ; ~ ': ".. ~". ..
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..
or other ol>ligations for the amounts so borrowed and secure the payment
of any amounts so borrowed by mortgage or pledge of any real or personal
property which may at any time form a part of this Trust Estate;
11, To vote, in respect to any securities which
may at any time form a part of this Trust Estate, upon any proposition
or election at any meeting and to grant proxies, discretionary or other-
wise; vote at any such meetinll; to join in or I>ecome a part or any
reorganization, readjustment, merger, voting trust, consolidation or
exchange and to d"posit any such securities l'lith any committee,
depositary, trustee or other..ise and to payout of this Trust Estate
any fees, expenses, and assessments incurred in connection therewith
and to charg" the same to principal or income as it may see fit; to
exercise cOllversion, sul>scription or other riBhts, or to sell or
abandon such rir,hts and to receive and hold any new securities
issued as a result of such reorp,anization, readjustment, merger,
voting trus t, .consolidatioll, exchange, or exercise of subscription,
conversion or other rignts; and flenerally take all action in respect
to any such securities as it might or could, do as al>solute owner
thereof; to vote any stock in the corporate trustee except that in
the election of directors of said corporate trustee said stock shall
I>e voted as directed by the persall or persons then ell titled to all
or part of the Trust income;
1. In its discre tiOll to allocate to either
principal or incor..e or between them any and all taxes (espedally
capital gains taxes) which it may be required to pay on l>ehalE of
this Trust Estate;
J, To divide or distribute, whenever it Is
required or permitted, this Trust ~;state and to make SlIeI. rlivlsion
or distribution in kind or in money or partly in kind and partly in
.1
- 4 -
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LAST HlI.L MID TESTMII;NT
OF
ROSALIA S. KNAUER
I, RO:;ALIA S. KNAUER, of Camp 11111. Cumberl:md County,
I'~nllsyl.vania. beinr. 0 f sound and d isposins; mind, memory and under-
standinr., do ma',e, publish and declare this to be my Last Wilt ilIld
Testament, hereby revoking and makIng null and void any and all
forUler lIills by me at any time heretofore made.
FlItST:
I direct my Executor, hereinafter named,
to pay aU my ler,al debts and funeral expenses as soon after my de-
cease as conveniently may be done.
SECOND:
All of my furniture, furnishings. books,
silvenlare, jewelry, pictures, objects of art, automobiles an~ all
other ~Ol1leHtjc nod household effects and personal roods nnc.l chattels
of every nature anu \.;heresoevcr situate, including nll iURurancc
policies thereon, I direct my Executor to distrihutc in accordance
"ith the HClIIoranolllll which I shall leave with my IHll. All of such
items not covered by said. Hemorandllm r !\ive, devise ano bequeath in
equal shares to my son, I:ARL Eo KNAUER and my oaur.hters, !HLDREll
KN,\UJ:R \IlGllAl.I. and Vl RGIllIA KNAUER \~ATSOil, or the survivor or 5\11'-
vivors of them.
TJIl HIl:
I give ano bequeath to my sister, IIELEN YOUNG
IiUDl~NliOl'JJ, t.he sum of '1'\010 Thousan<l llo11nrs ($2,000.00) if, she survives me.
In the event that she docs not survive me, this hequest shall be added
to my rnsiduo1ry cstLltC.
,
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.
FOURTH:
All the rest, residue and remainder of my
Estate, of whatsoever nature and wheresoever situate, including that.
over which I have a I'ower' of Appointment, I give, devise and bequeath
in equal shares to my son, KARL E. KNAUER, and my daughters, HILDRED
KNAUER WIGNALL and VIRGINIA KNAUER WATSON. or their issue per stirpes.
In the ev~nt that ony of my children should not hove 1"9ue then' living.
his or her shnre ..hnn he pald to the other heneficiaries hereipahove
referred to.
FIFTH:
I direct my Executor to I'ay al~ inherit..:lnce,
estate, succession and lellacy taxes of whatsoever nature and kind. to
which my Estate or the transfer of nny property passing hereunder or
othen,lse passinr, by reason of my death, may be subject and to charge such
ta:tes against my residuary estate, it beinr, my intention that none of the
aforesaid taxes, either federal or state, or any property required to be
included in my gross estate under the provislons of any state or federal
J m; lll"~ In f"rel' and effect or hereafter enacted shall be prorated among
the pCnjOnfi interested in my Estate. to whom such property is or may be
t rnns ferred or to whom any henefit accrues,
:n:O'Il:
Ily Executor is hereby nuthorized and empowered
to sell securities or othqr property, renl or personal or both, and my
E:<ecutor is further nuthorized to borrow money for any purpose necessary
in connection with the payment of taxes or other matters incidental to
the settlement oE my Estatc, either secured or unsecured, at such rate of
interest as may he necessary and to pledlle the assets of my Estate as
security then, for. :'Iy Executor shall have the pmmr to make distribution
in kind or partly in kind and partly in ca5h, to rctaJ.n 0111 or nny part
of my property. renl or personal, constituting my Estate for such time as
- 2 -
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it deems best or to invest or reinvest the same "ithout beinA restricFed
to "legal" inv"stments. I further authorize and empower my Executor to
borrow money from such per.sons as it may desire, includin!; the po"er to
borrow from itself as an individual or as a fiduciary under any Trust
Agreement and to execute and renew promissory notes and to pledge the
asnetR of my <-,slall' a9 security therefor, nnd to file any and all tax
returns.
SEVENTH:
I nominate, constitute and appoint DAUPHIN
DEPOSIT TRUST COllPANY, of Harrisburg, Pennsylvania, as Executor under'
this my Last Will and Testament. No bond shall be 'required in this or
any ether 'L,risdiction.
IN WITNESS l'IllEREOF, I, ROSALIA S. KNAUER, the Testatrix, to
\ .;
1
this my Last IJill and Testament, typewritten on three (3) sheets of p,aper,
have hereunto set my hand and seal this / ). (;(. day of ::J' u-..v_
1969.
~_"'~,,_..;,_""_s"_:~ ' , ,nJ (,,^,,
ROSALIA S. KNAUER
Sip,ned. scaled, J'uhlished nod declared by the said ROSALIA S.
KNAUER, as and for her r.ast Will and Testament, in our presence, who, in
her presence, at her r"quest and in the presence of each other, h'ave .
hereunto set our hands as attesting witnesses.
-') . )'.1. '-(
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. -.
REV-453 EX....li.601
'COMMONWEALTH OF PENNSVLVANIA
. OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
'*
(lnstnlctions on Reverse Side)
Estate of
Rosalia S. Knauer
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
Karl E. Knauer
11244 Chestnut Road, Sq. 255
Reston VA 220
So
Y
Mil dred K. Wi na 11
600 West Russell A t. 310
Barrington, IL 60010
Dau hter
Yes
Vir inia K. Watson
401 North Shore Drive
Detroit Lakes MN 56501
Dau
Yes
1 3 Residue
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
REV-4S4Il.BO) 'lo.
....' ,
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of
Rosalia S. Knauer
ITEM
NO.
DESCRIPTION
NONE
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(Instructions on Reverse Side)
TOTAL
MARKET
VALUE
P
ER VALUE OF
'i; DECEDENT'S
N INTEREST
T
TOTAL THIS PAGE
*'
DEPARTMENT
VALUATION
fOfficial Use Only}
I
^",t..vtl'~
#j1t
REV_.". EX+ tHol
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
lil Original
o Supplemental
o Remainder
File Number
21-80-0555
Estate Nome
Rnsalia S. Knauer
Dote of Death
AUJnlSt 3. 1980
Social Securi ty Number
204-28-2101
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and lar the County of CThe~l~nd
Pennsylvania, do respectfully report that 1 have appraised the real and personal property as reporte In t e oregaing
,etum at the values set forth opposite- each item in the IOlt column to the right in Schedulea: "A", uB", "C", and flEu
Dated:
MAY :>1. 1q81
,'J' . /I' , I)
..f:(; .('.'0 I J 1',1/, 'J ,r I
INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
ADJUSTMENTS
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
R.ol Property (S.h.dule A)
Personal Property (Schedule 8)
Jolnt.Held Prop.rty (S.hedul. E)
Transf.rs (Schedule C)
s
00+
10+
2lH
30+
TOTAL GROSS ASSETS
leu D.b.s and D.ductlons
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
40.
PRINCIPLE
VALUE
RATE
FACTOR
FOR USE OF REGISTER ONLY
Tax on $
CODE
COMPUTATION OF TAX
$
$
$
$
$
6%
Tax on $
15%
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
$
$
S
TO
Less Credits
OATE OF PAYMENT
INTEREST
DISCOUNT
AMOUNT PAl D
TAX CREDIT
S
+ $
S
=
$
+
"
INTEREST FROM
BALANCE DU E
BALANCE
TO
$
92+
93-
CODE
REVa518 FO (7.00)
~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Charles H. Fauat
Assistant Vice President & Truat Officer
Dauplilin Deposit Bank and Truat Company
21, Market Street
Harrisburg, PA 17105
RE: Estote of
County of
File No.
Rosalia S. Knauer
Cumberland
21-80-0555
Deor Mr. Faust:
You are hereby notified that the nrigin"1
appraisement in the estate of Rosalia S. Knauer
has been filed in the office of the Register of Wills of Cumberland
County on May ;:>l , 19..8l. Said appraisement reflects the following valuations:
Real Estate
Personal Property
Jointly Owned
Transfers
Tatal
None
lq.q8~.]O
None
'7!';,!';1:>.:>0
ll, 9!';, 595.30
As to such tax that is paid within three months from date 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 date af 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 o'
1961,72 P.S. 2485-1001, P.L. 373.
Date
Mav 21. 1981
Signed
'. . , . /PI' f )
+10./'1 ,(,,',,1 " f' 1'1,1 'II
Title
Cpj ef 'ppraic8X'
NOTE: This is not a bill.
REV."87 EXt (7-80t
CO~~MONWEAl.TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
E EDE T
INHERITANCE TAX
APPRAISEMENT
~~~ t
" 'i:.r':'\i~"
r . ;~~i~
' . .~~I"~'.t'_ -
.~",.,~~~y...,......
;. ~\"';:-''i.'f~f--........1;~~..t.
[!]ORIGINAL
o SUPPLEMENTAL
File No. 21-80-055.5_______.
Estate 01
Rosalia S. Knauer
County
Cumberland
Date 01 Death AUKUst 3. 1980
In the eyent thot any future Inlerolt in this "state Is transferred In possession or enjoymont to collateral heirs of the decedent after the
expiration of any estate for life or for yean, tho Commonwealth hereby expressly reserves the right to appraise and aueu transfer
'nherUane-a taKas at tho lawful collateral ra'e on any such luture lntered.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
Total Real Property _ 5CH. "A" . . . . .. $ Non..
Total Personal Property _ 5CH. "B". .. . $ 19.983.10
Total Jointly Owned Property _ 5CH. "E" $ None
T I T f 5CH "C" $ 176.612.20
oto rons ers - . .. .... .. . - - -
Unreported S
Unreported S
Unreported S
Unreported $
$ None
5 19.983.10
$
$
$ 196.595.30
o LIFE ESTATE
DANNUITY
TOTAL GROSS ASSETS
DREMAINDER
TOTAL VALUE
$
I do hereby certily that the above appraisement is made in conformity with Pennsylvania law and has been filed this
day with the Register 01 Wills.
- P; - ' I
{j'{( 't /EI ) / f r I' .-, -, " )
APPRAISER
OS/21/81
DATE
M
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-- --------.- ---.--------- -- ---.----- --- -------.
...-..... -- --
)It. REV.' 102 EX
~'_ _, COMMONWEALTH OF PENNSYLVANIA
4 N.J.K 29505 DEPARTMENT OF REVENUE
" _ _ _ . OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
".,
;II
.
,
It
=
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TAX AT 6%
TAX AT 15%
RECEIVED Dauphin Deposit Bank
FROM
ADDRESS P.O. BOX 2961
Harrisburq, Pa. 17105
'--ESTATEINFciRMATiO~~~-;;t-3---i9BO----------
DATE OF DEATH -." ,
21-80-555
DATE OF PAYMENT
May 8, 1981
TAXAT_%
ESTATE TAX
11,402.95
TOTAL TAX CREDIT J.
LESS DISCOUNT
m PLUS % INTEREST
(FROM TO_I
m 11,402.95
TOTAL AMOUNT PAID
FILE NUMBER
NAME OF DECEDENT ROSALIA S. KNAUER
COUNTY cUlllberland
~ --------------------------------------------
(:" POSTMARK DATE
" ,,"'AA'
.PAID ON ACCOtmT"
RECEIVED BY
,;
;//(>Ll-! (!'. (:f&-uu_)
'Mary l~~Gtt.~ls
Reqi~ter of wills
SEAL
I
REGISTER OF WILLS
..-------.-------------- - --------
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
COUNn FILE NO:
;'
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. -,
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A
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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% Rate
$
Amount Taxable @ 15% Rale
. .. . * * * A five'
will be granted if the Inheritance
less Credits:
DATE OF PAYMENT
AMOUNT PAID
- ~/ ,,..
I-/- . '~I
$ " / _/ /' '/1'"
+
+
+
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
OATE
ESTATE
FILE NO.
COUNTY
DATE OF DEATH
$ .-----
+
...
/r."_
I' '
+
I :'
$ .' " / "J'" -' -- r'
,..
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.
,.
$ I /., . 'I f / ~/
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--
$ /. t " .' , ..'
.
/ .l
'/.)'/ '/r
tax due
lax due
*'
'/
..
,
. ~~ '/' ...... .- /
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$ ,.
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$ It. .'/,,1;( 'I',
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
/
-
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--'"'//' -
---~ -'. t~ j . ..;.- i" (~,.J.' - ," ,.J I
percen( discount tot-ali~g $
Tal{ is paid by
DISCOUNT
INTEREST
$
$ ,I
$
=
=
=
Interest accrues at the rate of sil{ {51 percent per annum
on the unpaid balance of Inherilance Tal{ from
to date of payment Inlerest due it paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
.-' VI
( ,. (',
/, Ir. I
- ~.,"'--.--;;" -:~"~7-
i/ /_.. ' (,.-
TAX CREDIT
#.'//':'/
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$
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.. -,'
..'
- "'/
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-..f-.....__,-.C
".:.J
Assessed by: / '/., ,"", I/o' .',
See In'ormatlon on Reverse Side Agenlronh8Commo'!,,'h~., /
,''.,-o'- ~/j.... ,';:-:__
/ ! .'.. 7'-<-"""" ~
,
i/
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,
~
REV.455 (1.801";'.
COMMONWEALTH OF PENNSYLVANIA
DEPAIlTMENT OF IlEVENUE
TRANSFEIl INHEIlITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMErlT OF DEBTS
AND DEDUCTiONS
_._ """'-C=--=,--,,",- :"";';':.".-'- _ _ _-'-_...~~
Estate of Rosa 1 i a Knauer Date of Death AuC]ust 3, 1980
WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING:
Claimant
Claimant's Address
ITEM
NO.
6.
7.
8.
9.
10.
11
12.
13.
DATE
NAME OF PAYEE
*""".'t~
. < . .11'. ~ (\
. - }
File No. 21-80-~55
Relationship to Decedent
REMARKS
Ins tituti ona) Ca lOP fn
Inscri tion on Head Stone
Funeral Ex enses
Estimated Income Tax 3rd. uarter
auphin Deposit Bank & Trust Co. Reserve to File
au hin De osit Bank & Trust Co. Executor's Fee
encer G. Nauman Jr. Es uire ttorne 's Fee
AMOUNT
40.00
981 66
490.83
TOTAL THIS PAGE 6,546.14
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration s4bmitled to the estate as deductions for Inheritance Tax P!lrposes.
Dauph~n Deposit 8a~l);lJ~t C9.1J1~~cutor pr th~~ oL
Rosa11~ S. Knauer .~~e.~. . ~~~.('/ :z- /co ~h
Trust Officer SIGNATURE DF ~y~/FIDUCIARV 'DAT
OFFICIAL USE ONLY A,s.,I:n; Vi:- Pro,"!'nl or,J l,usl Ullie",
29 Harr M. Wimer
29 Cumberland aw J
29 Pauline W. Hober
29 Herbert Gaither M.D.
29 Bell of Penns 1vania
29 i1dred K. Wi na11
3 Auction House
Internal Revenue Service
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF s tPj-;,L? J<j. AT
I.
PERCENT.
/'). J
'~12./) . /. I, J
1// ..:'./.1 ("~ . /)-/"/ ( .,..__,
, ;7 REGI5TEH or- WILLS
.~
'7-:2 S?-SI
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 estat~ 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 hie/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.
t"' ." " n > m > ;S
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and h is/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.
..-..-. -- ~
\ "REY.118ZU
I~'" COMMONWEALTH OF PENNSYLVANIA
· 4 11I0 K 29572 . OEPARTMENT OF REVENUE
, .' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
II
04
.
'II
II
=
~
~I RECEIVED
'I FROM
,. ADDRESS
~
-
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~
TAX AT 6%
TAX AT 15%
ru
Jr
Co:.AT_%
Esq.
ESTATE TAX
Harrisburg, Pa. 17108
'--ESTATEINFORMAT~N~--------------------------
DATE OF DEATH Au . 3 1980
TOTAL TAX CREDIT
FILE NUMBER
21-80-555
NAME OF DECEDENT
ROSALIA S. I<NAOBR
Cumberland
m
m
LESS DISCOUNT
( .00085)
PLUS % INTEREST
(FROM 5-3-81 TO 5-8-~n
9.69
DATE OF PAYMENI
June 5, 1981
COUNTY
TOTAL AMOUNT PAID
9.69
POSTMARK DATE
REMARKS "PAm IN FULL"
SEAL
RECEIVED BY
//
/
REGISTER OF WILLS
_!~]...~,- ,..
-----------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------
HEV..,U3 te"7e1
COt.'MONWEAL Tll OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPE RATIONS
INHERITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
TO:
7- ,'.'- ?,'
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/j' ~ : <~.:! J /(~.".~t./ .;oK
.",'1 J_ {;.;; _ _.;-:-.-,,-
OM." .... ~ ,,,
(." A I I
. f'''''/ .~,..,.'.<t!Jr.n
7",,;:',,;,t;'
DATE:
ESTATE OF:
FILE NO:
COUNTY OF:
DATE OF DEATH:
1-. DETERMINATION:
1. Taxable estate based upon:
The United States Estate Tax Return (Farm 706)
Tho communication from the Federal Government
confirming the acceptance of or changes to the
Federal Estate Tax Return
2. Amount of credit for State death ta.es (as verified)
3. Pennsylvania Inheritance tax assessod
(e.c1uding any discount and/or interest)
4. Normal 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)
$
$
s
/1 '//." (,I
.
$
-";-
$
$
NOTE: Complete line items 7 and 8 ONLY when determination
is based an Federal Closing Letter
7.
Amount of Pennsylvania estate tax assessed on determination
dated
Addition (reduction) to Pennsylvania estate tax (line item 6
minus line item 7)
$
8.
" d $
// /
--;:;-:...:-- 1
Determination prepared by: ~.- /. .,.1. '. . : ',>., A~ ~,..A''''-
Date: '7 - f,-', .'i/ r-' {/
B. ASSESSMENT:
1. Pennsylvania Estate Tax reflected on:
line item A (6)
line item A (8)
2. Less credits:
DATE OF PAYMENT
$
AMOUNT PAID INTEREST
(S )
- (S )
(S I
CREDIT
=
=
3. Balance of Pennsylvania estate tax due
$
Interest is due at the rete of six (6) percent per annum from
to the date of payment.
Assessment prepared by:
AGENT FOR THE COMMONWEA.L TH
Date:
SEE REVERSE SIDE FOR INSTRUCTIONS
/ W 7/{; F1-
;/.;.. I ,'I 7
/~ fl/.? 6 (/
0-
Virginia Knauer Watson - 1/3 of the residue in accordance
with Item Fourth of the Will and Codicil consisting of:
Principal:
Cash:
$ 4,257.91
Miscellaneous:
household effects
50.00
$ 4,307.91
Income:
Cash:
855.11
$ 5,163.02
$ 15,489.06
STATEMENT OF REASONS FOR PROPOSED DISTRIBUTION
Distribution is made in accordance with the
provisions of the Last Will and Testament and
Codicil of the Decedent.
DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Executor of the Estate Jf
Rosalia S. Knauer
......-
By' ~ ....".> /' d/' /1", /'
. ._rL/:'~t'....... //' ....',;f/v'-t....---c.,/
Assistant Vice President and Trust Officer
,-' 1fJl r.'~G[ 11~1
.. .'
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF DAUPHIN )
I hereby certify that on this 4- T/ day of /55;'/< .~tC~ ,
1982, before me the subscriber, a Notary Public in and for the
said Commonwealth and County, personally appeared Charles H.
Faust, Assistant Vice President and Trust Officer of Dauphin
Deposit Bank and Trust Company, the above named accountant,
who being duly sworn according to law, deposes and says that
the foregoing is a true and correct account of all the rights,
goods, chattels and credits which came into the hands or pos-
session of Dauphin Deposit Bank and Trust Company, Executor
as aforesaid, or into the hands or possessions of any other
person or persons for them.
The affiant further says that no person claiming to be
interested in said estate, whether as creditors, legatees,
next of kin or otherwise, gave written notice of such claim to
Dauphin Deposit Bank and Trust Company, Executor as aforesaid.
&~,-e~$ ~"L/--/
Sworn to and subscribed before me
this ?,I~~. day of ~fi~~ 1982.
.;C'. (/
<_.0 (;<'I"'~- f -'-~-/)' 1._'/__, _, _.I' ...'
..........,./.. Notary Public
.....f. '~. T H l~j _ :.... .
..~. .... J" . tj'I:f" '" t "0
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: " ,',.. . -' ~ ,
: " .," ~ '0 'r OJ.. " :,$.'... Hamsbutil, Pa.
: ':.., . :j,~~:
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:
1970
Oct. 30
1971
Aug. 16
1972
May
18
25
Aug.
8
19
FIRST AND FINAL ACCOUNT OF
DAUPHIN DEPOSIT BANK AND TRUST CO~WAlN
SUCCESSOR TO DAUPHIN DEPOSIT TRUST CO~WANY
TRUSTEE UNDER AGREE~/ENT DATED APRIL 22, 1970
AND A!/ENDED DECEMBER 30, 1975
WITn ROSALIA S. KNAUER
SETTLOR
NOW DECEASED
PRINCIPAL RECEIPTS
The Accountant charges itself with the assets received as
per Schedule "A" of the Agreement consisting of:
$60,000 U. S. Treasury Bills due 5/21/70
$ 58,987.20
ALSO WITH THE FOLLOWING:
Received from Rosalia S. Knauer - addition to trust for in-
vestment
45,000.00
Gain on exchange of $20,000 U. S. Treasury 4% Bonds due
8/15/71 for $20,000 U. S. Treasury 7% Notes due 11/15/75
$ 19,956.25
19,940.00
Received
Exchanged
16.25
Received from Rosalia S. Knauer - stamp collection for dis-
posal thru auction
3.00
Received from Rosalia S. Knauer - addition to Trust for pay-
ment of costs for disposition of stamp collection
247.03
Received from Rosalia S. Knauer - addition to Trust for in-
vestment
29;234.72
Received from H. R.
Stamp Collection
Farmer Insurance - proceeds on sale of
'''''' -i ")')- PIG" r:)R:-)
.11,.,. .J.....J ~ . I, '4 \_ l.1'
3,573.00
'-
1978
June 6
30
July 10
1979
Aug. 15
1980
Jan. 11
Sept. 29
1972
May
15
24
June
1
1
19
Received from Rosalia S. Knauer - addition to Trust for
investment
$ 3,000.00
Received from Rosalia S. Knauer - addition to Trust for
investment
10,000.00
Received from Wimers Auction - proceeds on sale of house-
hold effects directed for sale by Mrs. Knauer
268.42
Gain on maturity of $5,000 U. S. Treasury 6 7/8% Notes
due 8/15/79
Realized
Carried at
$ 5,000.00
4,995.35
4.65
Received from Rosalia S. Knauer - addition to Trust for
investment
10,000.00
Adjustment to the carrying values of the following securities
to reflect the date of death value:
$10,000 U. S. Treasury 9 3/4% Notes
due 1/31/81
$ 5,000 U. S. Treasury 9 3/4% Notes
due 2/28/81
$
47.50
21. 69
69.19
TOTAL PRINCIPAL RECEIPTS
$186.096.51
PRINCIPAL DISBURSEMENTS
Loss on exchange of $20,000 U. S. Treasury 4 3/4% Notes
due 5/15/72 for $20,000 U. S. Treasury 6 3/8% Bonds due
2/15/82
Exchanged
Received
$ 20,049.61
20,000.00
49.61
$
Larry Lee Stamps - appraisal of stamp collection
90.00
Harrisburg Storage Company - purchase of cartons for ship-
ment of stamp 'collection
3.71
Phillips Equiment Company - purchase of miscellaneous sup-
plies for shipment of stamp collection
9.04
Rea Express-<'!xpress costs for shipment of stamp collection
83.56
! :;1.".."", ....! 'u' ..(._~, 0: ", t":' C'-;
- .,.lO: t..:U(
- 3 -
;
~l,
1972
June 19
Aug. 2
Sept. 8
Nov. 6
Dec. 20
1974
Aug. 15
Dauphin Deposit Trust Company - reimbursement for tele-
phone call to Philadelphia
$
.86
Notary fee
.75
Internal Revenue Service - estimated payment on 1972
Federal Income Tax
390.00
Sylvester Colby - commission on sale of stamp collection
538.30
To remove the nominal value assigned to the stamp collec-
tion - sold
3.00
Loss on maturity of $14,000 U. S. Treasury 5 5/8% Notes
due 8/15/74
Carried at
Realized
$ 14,224.50
14,000.00
224.50
1975
}lar. 10 Loss on sale of 24 units Fixed Income Collective Investment
Fund
Carried at $ 229.95
Realized 227.65
June 6 Loss on sale of 10 units Fixed Income Collective Investment
Fund
Carried at $ 95.81
Realized 94.15
Oct. 27 Loss on sale of 20 units Fixed Income Collective Investment
Fund
Nov. 25 Loss on sale of 5 shares Thiokol Corporation
Carried at $ 68.44
Realized 61. 56
1976
Jan. 14 Loss on sale of 20 units Fixed Income Collective Investment
Fund
Carried at $ 191. 62
Realized 190.77
2.30
1.66
5.15
6.88
.85
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- 4 -
1976
Feb. 25
1978
Feb. 28
1980
Sept. 29
Oct.
7
7
Loss on maturity of $10,000 Federal Home Loan Banks 7.6%
Consolidated Bonds due 2/25/76
Carried at
Realized
$ 10,003.01
10,000.00
$
3.01
Loss on maturity of $30,000 Federal Home Loan Banks 7 1/4%
Consolidated Bonds due 2/27/78
Carried at
Realized
$ 30,011.50
30,000.00
11.50
Adjustment to the carrying values of the following securities
to reflect the date of death value:
$10,000 U.S. Treasury 7 1/8% Notes due
11/15/80 $ 41.15
$ 6,000 U.S. Treasury 7 3/8% Notes due
5/15/81 55.62
$ 5,000 U.S. Treasury 7% Notes due
11/15/81 132.00
$20,000 U.S. Treasury 7 1/8% Notes due
11/15/82 1,015.00
$30,000 U.S. Treasury 7 7/3;: Notes due
5/15/86 2,967.47
$20,000 U.S. Treasury 6 3/8% No tes due
2/15/82 988.50
$10,000 Federal Home Loan Banks 7.6%
Consolidated Bonds due 2/15/81 92.55
$ 3,000 Twelve Federal Land Banks 8.2%
Consolidated Bonds due 1/20/83 127.27
5842 units Fixed Income Collective In-
vestment Fund 2,644.62 8,064.18
Loss on sale of $3,000 Twelve Federal Land Banks 8.2% Consoli-
dated Bonds due 1/20/83
Carried at
Realized
$ 2,876.13
2,696.25
179.88
Loss on sale of $5,000 U.S. Treasury 9 3/4% Notes due 2/28/81
Carried at $ 5,017.38
Realized 4,931.25
86.13
7 Loss on sale of $10,000 Federal Home Loan Banks 7.6% Consoli-
dated Bonds due 2/25/81
Carried at
Realized
$ 9,912.75
9,743.75
169.00
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- 5 -
1980
Oct.
1981
May
Dec.
28
7
Loss on sale of $6,000 U.S. Treasury 7 3/8% Notes due 5/15/81
Carried at $ 5,918.58
Realized 5,797.50
121. 08
$
7
Loss on sale of $30,000 U.S. Treasury 7 7/8% Notes due 5/15/86
Carried at $ 26,897.25
Realized 24,787.50
2,109.75
7
Loss on sale of $5,000 U.S.
due 11/15/81
$ 4,850.05
4,700.00
Treasury 7% Notes
Carried at
Realized
150.05
7
Loss on sale of $20,000 U.S.
Bonds due 2/15/82
$ 19,131. 50
18,537.50
Treasury 6 3/8%
Carried at
Realized
594.00
7
Loss on sale of $10,000 U.S. Treasury 7 1/8% Notes
due 1V15/80
9,928.35
9,900.00
28.35
Carried at
Realized
$
7
Loss on sale of $20,000 U.S.
1/8% Notes due 11/15/82
$ 18,935.00
18,050.00
Treasury 7
Carried at
Realized
885.00
7
Loss on sale of $10,000 U.S.
3/4% Notes due 1/31/82
$ 10,029.70
9,881.25
Treasury 9
Carried at
Realized
148.45
7 Loss on sale of 5,842 units Fixed Income Investment Fund
Carried at
Realized
$ 53,099.6~
49,950.69
4,149.00
6
Estate of Rosalia S. Knauer - for payment of Pennsylvania In-
heritance Tax and Federal Estate Tax
20,000.00
Spencer G. Nauman, Jr. - Attorney's Fee
500.00
RESERVE TO PAY THE FOLLOWING:
Dauphin Deposit Bank and Trust Company - Trustee's termination
fee 1,000.00
Cost of filing 150.00
TOTAL PRINCIPAL DISBURSE~lliNTS $ 39,759.55
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- 6 -
I
June
July
Aug.
Sept. 2
Oct.
1980
3
7
2
7
22
1
4
6
18
26
29
8
1
7
7
7
7
7
INCOHE RECEIPTS
The Accountant has submitted to the Settlor periodic state-
ments of income through 5/30/80. Therefore, the Accountant
charges itself with the income balance as per statement dated
5/30/80:
$ 6,506.24
Interest: U.S. Treasury Daily Repurchase Agreement
101. 65
Interest: Fixed Income Collection Investment Fund
404.85
Interest: U.S. Treasury Daily Repurchase Agreement
64.55
Interest: Fixed Income Collective Investment Fund
392.91
Interest: Twelve Federal Land Banks 8.2% Consolidated
Bonds due 1/20/83
123.00
Interest: U.S. Treasury 9 3/4% Notes due 1/31/81
487.50
Interest: U.S. Treasury Daily Repurchase Agreement
66.34
Interest: Fixed Income Collective Investment Fund
394.63
637.50
Interest: U.S. Treasury 6 3/8% Bonds due 2/15/82
Interest: Federal Home Loan Banks 7.6% Consolidated
Bonds due 2/25/81
380.00
Interest: U.S. Treasury 9 3/4% Notes due 2/28/81
243.75
Interest: U.S. Treasury Daily Repurchase Agreement
71. 92
Interest: Fixed Income Collective Investment Fund
397.00
Interest: U.S. Treasury Daily Repurchase Agreement
82.85
Interest: Twelve Federal Land Banks 8.2% Consolidated
Bonds due 1/20/83
52.62
Interest: U.S. Treasury 9 3/4% Notes due 2/28/81
49.83
Interest: Federal Home Loan Banks 7.6% Consolidated
Bonds due 2/25/81
88.67
Interest: U.S. Treasury 7 3/8% Notes due 5/15/81
Interest: U.S. Treasury 7 7/8% Notes due 5/15/86
174.35
930.88
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- 7 -
1980
Oct. 7 Interest: U.S. Treasury 7% Notes due 11/15/81 $ 137.91
7 Interest: U.S. Treasury 6 3/8% Bonds due 2/15/82 183.63
7 Interest: U.S. Treasury 7 1/8% Notes due 11/15/80 280.74
7 Interest: U.S. Treasury 7 1/8% Notes due 11/15/82 561. 48
7 Interest: U.S. Treasury 9 3/4% Notes due 1/31/81 180.16
7 Interest: Fixed Income Collective Investment Fund 406.37
Nov. 3 Interest: U.S. Treasury Daily Repurchase Agreement 945.50
6 In teres t: Fixed Income Collective Investment Fund 410.05
Dec. 1 Interest: U.S. Treasury Daily Repurchase Agreement 1,285.57
4 Interest: Fixed Income Collective Investment Fund 411. 86
1981
Jan. 2 Interest: U.S. Treasury Daily Repurchase Agreement 2,004.04
Feb. 2 Interest: U.S. Treasury Daily Repurchase Agreement 2,372.95
}lar. 1 Interest: U.S. Treasury Daily Repurchase Agreement 2,115.61
Apr. 1 Interest: U.S. Treasury Daily Repurchase Agreement 2,082.32
May 1 Interest: U.S. Treasury Daily Repurchase Agreement 1,802.23
June 1 Interest: U.S. Treasury Daily Repurchase Agreement 1,956.06
July 1 Interest: U.S. Treasury Daily Repurchase Agreement 2,120.90
Aug. 3 In teres t: U.S. Treasury Daily Repurchase Agreement 2,153.69
Sept. 2 Interest: U.S. Treasury Daily Repurchase Agreement 2,132.07
Oct. 1 Interest: U.S. Treasury Daily Repurchase Agreement 1,847.54
Nov. 2 Interest: U.S. Treasury Daily Repurchase Agreement 1,762.40
Dec. 1 Interest: U.S. Treasury Daily Repurchase Agreement 1,487.47
1981
Jan. 5 Interest: U. S. Treasury Daily Repurchase Agreement 1,360.89
L:: ;::i .!q\ F'''. :7('. ?-
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- 8 -
1981
Feb.
1980
June 6
10
July 10
18
25
Aug. 21
2
Interest: U.S. Treasury Daily Repurchase Agreement
$
757.15
TOTAL INCOME RECEIPTS
$ 42,409.63
INCOME DISBURSE~mNTS
Messiah Village - maintenance
$
925.35
Internal Revenue Service - estimated payment on 1980
Federal Income Tax
425.00
Messiah Village - maintenance
895.50
Marlin A. Yohn, Sr., Treasurer - 1980 per capita tax
20.80
USAA - insurance premium on policy # 100-5342
40.00
Estate of Rosalia S. Knauer - accumulated and accrued
income to date of death as follows:
Cash balance $ 5,774.05
$10,000 U.S. Treasury Daily Repurchase
Agreement 6.96
$10,000 U.S. Treasury 7 1/8% Notes due
11/15/80 154.90
$10,000 U.S. Treasury 9 3/4% Notes due
1/31/81 7.90
$ 5,000 U.S. Treasury 9 3/4% ~otes due
2/28/81 208.00
$ 6,000 U.S. Treasury 7 3/8% Notes due
5/15/81 96.18
$ 5,000 U.S. Treasury 7% Notes due
11/15/82 76.10
$20,000 U.S. Treasury 7 1/8% Notes due
11/15/82 309.80
$30,000 U.S. Treasury 7 7/8% Notes due
5/15/86 513.60
$20,000 U.S. Treasury 6 3/8 Bonds due
2/15/82 592.60
$10,000 Federal Home Loan Banks due
2/25/81 18.60
$ 3,000 Twelve Federal Land Banks 8.2%
Consolidated Bonds due 1/20/83 29.40
5842 units Fixed Income Collective In-
vestment Fund 397.00 8,185.09
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Sept. 15
llli
Sept. 11
Dauphin Deposit Bank and Trust Company - service charge
for preparation of 1978 & 1979 Fiduciary Income Tax
Returns
Dauphin Deposit Bank and Trust Company - service charge
for preparation of 1980 Fiduciary Income Tax Returns
Karl E. Knauer - on account of income
3/17/81 $ 2,000.00
5/1/81 1,939.84
8/3/81 1,888.86
11/2/81 1,971. 23
2/1/82 1,474.38
Mild red Knauer lJigna11 .- on accoun t 0 f income
3/17/81
5/1/81
8/3/81
11/2/81
2/1/82
$ 2,000.00
1,939.84
1,888.85
1,971.22
1,474.37
Virginia Knauer Watson - on account of income
3/17/81
5/1/81
8/3/81
11/2/81
2/1/82
$ 2,000.00
1,939.84
1,888.85
1,971.22
1,474.37
Dauphin Deposit Bank and Trust Company - service charge
for 1981 & 1982 Fiduciary Income Tax Returns
Dauphin Deposit Bank and Trust Company - Commission
TOTAL INCOME DISBURSEMENTS
SUMMARY
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
$186,096.51
39,759.55
TOTAL INCOME RECEIPTS
TOTAL INCOME DISBURSEMENTS
$ 42,409.63
39,904.09
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- 10 -
$
60.00
32.00
9,274.31
9,274.28
9,274.28
64.00
1,433.48
$ 39,904.09
$146,336.96
2,505.54
$148,842.50
1982
Jan.
RECONCILIATION ACCOUNT
Balance as per First and Final Account
$148.842.50
LESS ADVANCE DISTRIBUTIONS:
5
Karl E. Knauer - on account of 1/3 of the residue in ac-
cordance with Paragraph Second of the Amended Trust Agree-
ment consisting of:
Principal Cash
$ 25,000.00
5 Mildred Knauer Wignall - on account of the residue in
accordance with Paragraph Second of the Amended Trust Agree-
ment consisting of:
Principal Cash
25,000.00
5 Virginia Knauer Watson - on account of 1/3 of the residue
in accordance with Paragraph Second of the Amended Trust
Agreement consisting of:
Principal Cash
25.000.00
BALANCE FOR DISTRIBUTION
$ 73.842.50
BALANCE CONSISTS OF THE FOLLOWING:
Principal:
Cash
$ 71.336.96
Income:
Cash
2,505.54
BALANCE FOR DISTRIBUTION
$ 73.842.50
~;~ ~;~
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I hereby certify that actual notice of the time of presentation
of this account and of the character thereof has been given to every
unpaid creditor who has given written notice of his claim to the
accountant and every other person to whom the accountant has knowledge
or notice who claim an interest in the estate as a beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST CO.,
Trustee uta dated April 22, 1970 and
Amended December 3D, 1975 with Rosalia
S. Knauer, Settlor, now deceased
By:
&',-d"ft: ~~
Assistant Vice President
and Trust Officer
I.
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COMMONNEALTH OF PENNSYLVANIA
)
) SS:
)
COUNTY OF DAUPHIN
I hereby certify that on this ydday of /;'?"ri.~",~' ,1982, before me the sub-
scriber, a Notary Public in and for the said Commonwealth and County, personally
appeared Charles H. Faust, Assistant Vice President and Trust Officer of Dauphin
Deposit Bank and Trust Company, the above named accountant, who being duly sworn
according to law, deposes and says that the foregoing is a true and correct
account of all the rights, goods, chattels and credits which came into the hands
or possession of Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, or
into the hands or possessions of any other person or persons for them.
The affiant further says that no person claiming to be interested in said estate,
whether as creditors, legatees, next of kin or otherwise, gave written notice of
such claim to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid.
4~;, y ~/t'C~
Sworn to and subscribed before me
v ~,
this L/-d day of -7?7~~<--, 1982.
_. '/- . '-./ . .
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;,;Notary Public'
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Virginia Knauer Watson -
with Paragraph Second of
sisting of:
1/3 of the residue in accordance
the Amended Trust Agreement con-
Principal:
Cash
$ 23,778.99
Income:
Cash
835.18
$ 24,614.17
$ 73,842.50
STATE~rnNT OF REASONS FOR PROPOSED DISTRIBUTION
Distribution is made in accordance with the provisions of
the Trust Agreement dated April 22, 1970 and amended Decem-
ber 30, 1975.
DAUPHIN DEPOSIT BANK AND TRUST COHPANY,
Trustee under Agreement dated April 22,
1970 and Amended December 3D, 1975 with
Rosalia S. Knauer, Settlor, now deceased
By:
~<f ?:'~<~-'~
Assistant Vice President & Trust Officer
IIl~:~ :1.':1 p.\GI' GuO
. .
COMJolONl-lEALTII OF PENNSYLVANIA
COUNTY OF DAUPIIIN
)
) SS:
)
I hereby certify that on this 4/,( day of r;f;//l~< /." , 1982, before me the sub-
scriber, a Notary Public in and for the said Commonwealth and County, personally
appeared Charles H. Faust, Assistant Vice President and Trust Officer of Dauphin
Deposit Bank and Trust Company, the above named accountant, who being duly sworn
according to law, deposes and says that the foregoing is a true and correct
account of all the rights, goods, chattels and credits which came into the hands
or. possession of Dauphin Deposit Bank and Trust Company, Trustee as aforesaid, or
into the hands or possession of any other person or persons for them.
The affiant further says that no person claiming to be interested in said estate,
whether as creditors, legatees, next of kin or otherwise, gave written notice of
such claim to Dauphin Deposit Bank and Trust Company, Trustee as aforesaid.
Sworn to and subscribed before me
this t/-''',(day of t01/UGL, 1982.
" ,/'" /
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IN THE ORPHMIS I COURT OF CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
SUCCESSOR TO DAUPHIN DEPOSIT TRUST COMPANY
EXECUTOR OF THE ESTATE OF
ROSALIA S. KNAUER
LATE OF UPPER ALLEN TOWNSHIP
CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
Date of Death:
August 3, 1980
August 26, 1980
Date of Issuance of Letters:
Dates of Advertising:
Cumberland Law Journal
September 12, 19 and 26, 1980
West Shore Times
September 18 and 25 and October'2, 1980
Attorney:
Spencer G. Nauman, Jr.
Nauman, Smith, Shissler & Hall
Bergner Building
Harrisburg, PA 17101
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1980
Sept. 3
Oct.
Nov. 3
Nov. 17
FIRST AND FINAL ACCOUNT OF
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
SUCCESSOR TO DAUPHIN DEPOSIT TRUST COMPANY
EXECUTOR OF THE ESTATE OF
ROSALIA S. KNAUER
LATE OF UPPER ALLEN TOWNSHIP
CUMBERLAHD COUNTY, PENNSYLVANIA
DECEASED
PRINCIPAL RECEIPTS
The Accountant charges itself with the assets aD
per Inventory and Appraisement as filed:
$ 19,983.10
ALSO .IITH THE FOLLO\VING:
Sale of remaining household effects
Realized
Carried at
$ 350.6f,
261.00
89,65
7
Gain on sale of 347 shares American Bank and
Trust Company of Pennsylvania
Realized
Carried Clt
$ 11,81j6,10
",751),113,
95.67
Received from Capital Blue Cross - refund on
cancellation of medical insurance
17. 'III
Received from USAA - refund on cancellation of
tenant's insurance
118,06
, ',,' Jll.L r.'f'r "J.~
"
1981
Mar, 27
May
1980
Aug. 26
29
29
29
29
29
29
29
29
Sept. 3
5
10
11
Oct. 28
Received from Armed Forces Co-operative -
refund on cancellation of insurance
6
Received from Dauphin Deposit Bank and Trust
Company, Trustee under Agreement with Rosalia S.
Knauer - cash for payment of Federal Estate Tax
and Pennsylvania Inheritance Tax
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS
Cumberland County Re~ister of Wills - Letters
Testamentary and Five Short Certificates
Messiah Village - maintenance
Charles Evans Cemetery Company -
marker inscription
Harry M. Wimer - appraisal of household effects
Cumberland Law Journal - cost of advertising
and proof of publication
Pauline W. Haber - witness fee
Herbert Gaither, M.D. - professional services
Bell of Pennsylvania - telephone service
Mildred K. Wignall - reimbursement for
appraisal of jewelry
Wimer's Auction House - commission on sale of
household effects
Messiah Village - maintenance to date of death
Myers-Hall Funeral Home, Inc. - funeral expenses
Internal Revenue Service - Estimated payment
on 1980 Federal Income Tax
Charles H. Faust - mileage expense in probating
of \~ill
L :~~:::
"0"
J.' ... rm
111.3
- 2 -
$
171.93
20,000.00
$ 40,475.85
$ 34.00
950.35
31.00
40.00
18.00
10.00
135.00
8.53
25.75
122.72
538.30
2,695.00
425.00
12.30
1980
Nov. 3 Interest: U. S, Treasury Daily Repurchase
Agreement $ 97.09
Dec. 1 Interest: U.S. Treasury Daily Repurchase
Agreement 141. 69
1981
Jan. 2 Interest: Dauphin Deposit Bank and Trust
Company Master Savings Account 17.44
2 Interest: U.S. Treasury Daily Repurchase
Agreement 156.55
Feb. 2 Interest: U.S. Treasury Daily Repurchase
Agreement 167.45
Mar. 1 Interest: U.S. Treasury Daily Repurchase
Agreement 149.30
Apr. 1 Interest: Dauphin Deposit Bank and Trust
Company Haster Savings Account 7.97
1 Interest: U.S. Treasury Daily Repurchase
A!Sreement 146.98
Hay 1 Interest: U.S, Treasury Daily Repurchase
Agreement 133.64
June 1 Interest: U.S. Treasury Daily Repurchase
Agreement 177.60
July 1 Interest: Dauphin Deposit Bank and Trust
Company Haster Savings Account 2.39
1 Interest: V.S, Treasury Daily Repurchase
Agreement 216.37
Aug. 3 Interest: V.S. Treasury Daily Repurchase
Agreement 219.54
Sept. 2 Interest: V.S. Treasury Daily Repurchase
Agreement 217.34
Oct. 1 Interest: V.S. Treasury Daily Repurchase
Agreement 188.32
Nov. 2 Interest: V.S. Treasury Daily Repurchase
Agreement 179.63
Dec. 1 Interest: V.S. Treasury Daily Repurchase
Agreement 148.33
~J[:. 101 ~!G[ t!i:.l
- 4 -
~
Jan. 5 Interest: U.S. Treasury Daily Repurchase
Agreement $ 133.87
Feb. 2 Interest: U.S. Treasury Daily Repurchase
Agreement 131. 66
TOTAL INCOME RECEIPTS $ 2,763.16
INCOME DISBURSEMENTS
1981
-
June 5 Cumberland County Register of Wills - Interest
on Pennsylvania Inheritance Tax .~ 9.69
Dauphin Deposit Bank and Trust Company _
Service charge for preparation of 1981 and
1982 Fiduciary Income Tax Returns 50.00
Dauphin Deposit Bank and Trust Company _
Commission 138.16
TOTAL INCOME DISBURSEMENTS $ 197.85
SUMMARY
TOTAL PRINCIPAL RECEIPTS $ 40,475.85
TOTAL PRINCIPAL DISBURSEMENTS 25,552.10 $ 14,923.75
TOTAL INCOME RECEIPTS $ 2,763.16
TOTAL INCOME DISBURSEMENTS 197.85 2,565.31
$ 17,489.06
I'];" 10'1 OIr,r t!'; 0
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RECONCILIATION ACCOUNT
Balance as per First and Final Account
1980
LESS ADVANCED DISTRIBUTIONS:
Nov. 15
Helen Young Bodenhorn - bequest in accordance
with Item Third of the Will consisting of:
Principal: Cash
BALANCE FOR DISTRIBUTION
BALANCE CONSISTS OF THE FOLLOWING
Principal:
Cash:
$12,438.75
Miscellaneous:
Jewelry $350.00
Household Effects 135.00
485.00
Income:
Cash:
BALANCE FOR DISTRIBUTION
Exhibited into the Office of the Register of Wills in
and for the County of Cumberland this <<-=~' day
of k-;1//<-<-<'-/I.' , 1982 by:
DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Executor of the Estate of
Rosalia S. Knauer
By: ~J~ ;;1/Z-<:~
Assistant Vice President and Trust Officer
~3C;: lO:!. ,".:~~ tU I
- 5 -
$ 17,489.06
2,000.00
$ 15,489.06
$ 12,923.75
2,565.31
$ 15,489.06
I hereby certify that actual notice of the time of
presentation of this account and of the character thereof has
been given to every unpaid creditor who has given written
notice of his claim to the accountant and every other person
to whom the accountant has knowledge or notice who claim an
interest in the estate as a beneficiary.
DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
Executor of the Estate of
Rosalia S. Knauer
& ~~A, ./
By: ....~_AL_~;, . ~,,/e~,~r--
Assistant Vice President and Trust Officer
L ':"CC '10'1 o',e., Itl"'';'
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.~.
. .
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF DAUPHIN )
S,,,:, .
....,
I hereby certify that on this
. /
y..-q(' day of{;/4t......{
1982, before me the subscriber, a Notary Public in and for the
said Commonwealth and County, personally appeared Charles ".
Faust, Assistant Vice President and Trust Officer of Dauphin
Deposit Bank and Trust Company, the above named accountant,
who being duly sworn according to law, deposes and says that
the foregoing is a true and correct account of all the rights,
goods, chattels and credits which came into the hands or pos-
session of Dauphin Deposit Bank and Trust Company, Executor
as aforesaid, or into the hands or possessions of any other
person or persons for them,
The affiant further says that no person claiming to be
interested in said estate, whether as creditors, legatees,
next of kin or otherwise, gave written notice of such claim to
Dauphin Deposit Bank and Trust Company, Executor as aforesaid.
~:'...AR ~-<_~?-
Sworn to and subscribed before me
this~' day of ,f;?/A~<,-d; 1982.
;- ) . (,/ . .. /; ,
\.c.-...(< '.,ri /~ 1-1/, 1/ \.Ll.__.,__11
..,-;\ "'.f!:J"7',, Notary 'Public
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REV. 736 EX (03-861
ACN
202
COMMON....EAI TH Of PENNSYI \lANIl. NOTICE OF DETERMINATION AND
~~~::~"'~~TIN~\liri::t.uTEAXE$ ASSESSMENT OF PENNSYLVANIA
po. BO. "" ESTATE TAX BASED ON FEDERAL
HA~~IS6URG, "" l110!. CLOSING LETTER DATE
-lJ!-86
ESTATE OF KNAUER ROSALIA S FILE NO. 21 80-0555
DATE OF DEATH 08-03-80 COUNTY C!LlillEIlIJllill
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYA8LE TO: "REGISTER OF WILLS, AGENT,"
SPENCER G NAUMAN JR
BERGNER BLDG
6 N 3RD ST PO BOX 840
HARRISBURG 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WI LLS IF PAYMENT DUE
Amount Remitted to Register of Wills
~l!!: _A!-9~~ _ ~HJ~ _L!I'!E_ . _ _ .-:-. . . . f!.EJ ~~N. !:-9~~13 .P_O_R!~O.N. ~<;?13 .Y.O_U.R _ ~I!:-~~ . . . . _ ~_ . . _ _ _ _ _ .. _ _ _
REV. 736 EX (03-861 .'NOTICE OF DETERMINATIDN AND ASSESSMENT
OF PENNSYLVAIA ESTATE TAX BASED DN FEDERAL CLDSING LETTER"
ESTATE DF KNAUER
ROSALIA S FILE ND. 21 80-0555
ACN 202
DATE 05-19-86
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
987.00
2, Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
11,403.25
3, Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed
.00
11,403.25
5, Pennsylvania Estate Tax Due
.00
6, Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
INTEREST (-)
AMOUNT PAID
.00
n cD
n~ ",'"
;i:o --.J ",'"
",n
c..~~ :=R -'_0
~~ '.I>'"
~<::J
~~. = .,-.nl
p;i. r-" -"".J
a
,. '-'1
r,
==
-:-...;"
~ .
RECEIPT
NUMBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER THIS DATE SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN 51 OR IS REFLECTED AS A "CREDIT" (CRI, NO PAYMENT IS REQUIRED)
PURPOSE OF
NOTICE:
To fulfill the reClulrements of Section 1745 (b) of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa C.S.
Section 17451,
Detach the top portion of this Notice and submit with your payment to the Register of Wills.
--Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident
Decedent"
--Make check or money order payable to: REGISTER OF WI1.LS. AGENT.
REFUND (CR): A refund of a tax credit, may be requested by completing an "Application for Refund of Pennsylvania
Inheritance and Estate Tax" (Form REV-1313), Applications are available al the OffIce of the Register of Wills.
any of the 24 Revenue DIstrict Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering
telephone lines in Harrisburg - (717) 233-3443. In Philadelphia - (215) 351-2065 or in Pittsburgh -
(41 a 565-3601,
PAYMENT:
OBJECTIONS: Any party in interest not satisfied with the assessment of tax as shown on this Notice may object within
sixty (601 days of receIpt of thiS Notice as follows:'
by written protest to the Department of Revenue. Board of Appeals. P.O. Box 1874. Harrisburg, PA
by election to have the matter determined at the audit of the account of the personal representative
by appeal to the Orphans' Court
171050R
OR
ADMIN-
ISTRA TIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in wflting to: PA Department of Revenue. Bureau
of Individual Taxes, P.O. Box 8327. Harrisburg, PA 17105. ATTN: Post Assessment Review Unit (717) 787-6505.
See page 3 of the booklet "Instructions for Inhefltance Tax Return for a ReSident Decedent" for an explanation
of administratIVely correctable errors.
Additional Pennsylvania Estate Tax assessed as a result of a changE' based on the Federal Estate Tax clOSing
letter becomes delinquent at the eXpiration of one (1) month from the date the fmal notice of the increase
.,In Federal Estate Tax is received.
. interest is calculated on a daily basis at the
Delinquent Date
5/27/43 to and including 12/31/81
1/ 1/82 to and includIng 12/31/82
, /1183 to and including 12/31/83
1/1184 to and including 12/31/84
1/1185 to and includIng 12/31/85
1/ 1 /86 10 and IncludIng 12/31/86
Taxes that became delinquent on or bet ore
delinquent balance is paid in full.
Taxes that became delinquent on or after January '. 1982 are subject to a vaflable Interest rate that changes
each cillendar year.
Interest is calculated as tallows:
INTEREST:
follOWing rates:
Interest Rate
Daily Interest Factor
6%
20%
16%
11%
13%
10%
December
,000'64
.000548
.000438
,000301
.000356
.000274
constant Interest rate
31. 1981 will maintain a
until the
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-- Any Notice issued after the tax becomes delinquent will reflect an Interest calculation to fifteen (15) days
beyond the date of the assessment If payment is made after the interest computation date shown on the Notice.
additional interest must be calculated.