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1Ea6t Mill anb Wesbutttnt
OF
IDA B. J!II\IISON
I, IDA B. J!II\IISON, of Upper Allen TOIlTIship, Cumberland COWlty, Pennsylvania
make, publish and declare this as and for my Last Will and Testament, hereby
revoking all other Wills and Codicils heretofore made by me.
~ I direct the payment of all my just debts and the expenses
of my last illness and funeral froJll my estate, as soon after my death as
conveniently may be done.
SECOND: I direct that my Executrix and personal representative inunediate1y
upon my death contact the Neill FWleral Home of Harrisburg, Pennsylvania,
in order that arrangements can be made for my body to be cremated and my
remains desposed pursuant to arrangements heretofore made with the Neill Funeral
Home.
THIRD: I devise and bequeath all the rest, residue and remainder of
my estate of whatever nature and wherever situate WltO RU11I COCKLIN.
FOURTH: Should Ruth Cocklin predecease me or die on or before the
ninetieth (90th) day follOl~ing my death, I devise and bequeath the rest, residue
and remainder of my estate of \~hatever nature and wherever situate WltO CHARLES
L. JAMISON, of Camp Hill, Cumberland COWlty, Pennsylvania and MAUDE COCKLIN,
of Dillsburg, 'iork COWlty, Pennsylvania, or the survivor thereof, in equal shares
FIFfH: My Executrix and personal representative shall have the following
powers in addition to those vested in them by law and by other provisions of
this Will, applicable to all property, exercisable without court approval and ef-
fective Wltil actual distribution of all property:
(A) To sell at public or private sale, or to lease, for any period of
time, any real or personal property and to give options for sales, exchanges
or leases, for such prices and upon such tenus or conditions are deemed proper.
(B) To compromise any claim or controversy.
(C) To invest in all forms of property, including stocks, common trust
ftmds and mortgage investment fWlds, without restriction to investments
authorized for Pennsylvania fiduciaries, as they deem proper, without regard
to any principal of diversification, risk or productivity.
8SZ
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(D) To exercise any option, right or privilege granted in insurance
policies or in other investments.
SIXTH: I direct that any and all inheritance, estate and transfer
-
taxes imposed upon my estate passing under my Will or otherwise shall be paid
out of the principal of my residuary estate.
SEVENfH: I nominate and appoint RlITH COCKLIN, Executrix of this, my
Last Will and Testament. In the event of the death, resignation or inability
to serve for any reason whatsoever of the said Ruth Cocklin, I nominate
and appoint CHARLES L. JAMISON, Executor of this my Last Will and Testament.
I hereby relieve my Executrix from the necessity of posting security in cOMectio
\~ith her duties as such in any jurisdiction in \;hich she may be called upon to
act insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, this 1-'-( day of l.\u.-u.--......".LfA--- , 1979.
~~o it - 1] :~:1'}1-{/1r~
Ida . (anllson
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix
as and for her Last Will and Testament in our presence, \;ho at her request,
in her presence and in the presence of eadl other, have hereunto subscribed
our names as attesting witnesses.
...,
;t:<-<./, J-.JJl:-'
Address
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OATH OF PERSONAL REPRF.SENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, thc Register for thc Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came
l1.L.-t:tA e-(.,c('-...e~
who, being duly 5"-~
,do t!'""
depose and say that as (', .. _ . ..h. ,.
of the last Will and Testament of 1'.1" B. J,.......".. .......
deceased
-p_....A- ,t...._ 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. <,~.. ,,^'- And subscribed before me.
Sept. 4
80
A.D., 19
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Be it remcmbered that on the
5th
DECREE
September
80
,A.D.,19_, there was probated and
day of
recorded the last Will and Testament of
Ida B. Jamison
late of
Mechanicsburg
, Cumberland County, Pennsylvania,
Deceased. Lettcrs Testamentarv were granted to
Witness my hand and official seal the day and year aforesaid.
Ruth Cocklin
8'J.,l::'
L':,) -
~"Tt. ~
Registel"'-
.. ' .......
OATH m' SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND f
..., .D.,\9S" ,
ministralion in and for said County of Cumberland, in
This ~ -n... day of
before me, Registcr for the Probate of Wills and granting Icttcrs of A
thc Commonwcalth of pcnnsylvania, pcrsonally camc
RUllI COCKLIN and J^,'ms D. BOGAR
thc subscribing witncsses to the foregoing instrumcnt of writirlg purporting to bc thlla_t Will and T~stam~nt of
ID~ B J~~II~QN
latc of lle>rQ'lgh of ~lech~nic>hurg
s"'orn according to law, dcpose and say, that thg)' ',9re
I!)~ Il lNII50N
Datcd _ December 21, 1979
Cumbcrland County Pa., dcccased who bcing duly
prescnt, and saw and hcard lhctcsta tri "(
,ign, seal, publish, pronouncc and dcclarc thc said
she
inslrumenl of writing as and for h gr Testamcnt and Last Will, and at thc time of so doing
their
was of sound and disposing mind memory and understanding, to thc bcst of
knowledge, observation and belief.
sworn
and subscribed before
?JJ{d7 t2. r~;'/
Register
~; e~...uVv.
U'~ UCKLIN
~,A' .s'o./B't:1to' ,
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA t ss:
COUNTY OF CUMBERLAND \
RI nll rOrKT TN
being duly
m~ B l~mc:ON
~\V'nrn
'ays that as nearly as can be asccrtainen lhc said dccedenl
died on
\"p(lnp~r1!1Y the ,nTh day of
at or about 1:00 o'clock, p. M.
sworn and subscribcd this
4th day of September
". BO ~1 t? ~~
Registcr
Tilly
A.D.,\9~,
~"t, &r:..M-Yl
RUTIl COCKLIN
. .
. REV.~10 EX+ (,eaO)
COMMOMWEAL TH OF PEMMSYL V'MIA
DEPARTMEMT OF REVEMUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES
(Instructions on Reverse Side)
Page 1 of 2 pages
COUNTY NO,
STATE NO.
Estata of
IDA B. JJ\l>lISON
(~Exec!ix ( l Adm.
RUTH CXJCKLIN
Other
Namo
Last address 607-B I\partIrent 27 Geneva Ave.
(STREET)
Social Security Ha. 171_1n_~~<n
Add R. D. #3, Box 307
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(STREET)
Dillsburg, pennsylvania 17019
(CITY) (STATEI ('llPI
Under penalties of perjury, I declare that I haw oxamined this return nnd
to the bost of my knowledge and belief It is true, correct and complote.
-I:},c..(, eM/Id,..;, $A..:t 7) /1 f /
Signature 01 Fiduciary l<('lJl'tt u...x...:KLl.l'bato
Mechanicshlrq. PA 170'15
(CITY. (STATE) (ZIP)
Dote of Death
.Italy 39, 19S9
Social Security Ha.
190-26-6832
TYPE OF ASSET
DESCRIPTIOM
1.
2.
JOINTLY -
ERSONAL POSSESSIONS - Property and furniture
sh on hand at t:i1re of death
1.
979 Ford LTD, Serial No. 9A62Hl12695, jointly
wned with Ruth cocklin (see copy of appraisal)
CNB Bank, N.A., Checking account No. 015-
00956-1, Established May 8, 1979, titled in t
s of Ida B. Jamison or Ruth Cocklin
te of death value. (See letter of explanati
attachIrents)
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2.
TOTAL
ESTIMATEO MAR~ET
VALUE
$
600.00
105.00
21-80-'>71
DEPARTMENT VALUATION
(OFFICIAL USE ONLY)
I do hereby certify that the above assets wore appraised in accordance with Pennsylvania law.
OFFICIAL )
USE . ~
ONLY //
JlJl,g)(/o J-I?,'~Ao~j )
APPRAISER
4200.00
1112.83
$ 6017.83
3-19-81
DATE
NAME OF PAYEE
NATURE OF CLAIM
7/04/80 CollllU.lll.ity Physicians Expense of Last Illness
~ 8(04/80 Cowley Associates Expense of Last Illness
:z 8/04/80 Expense of Last Illness
0 FHN Asso.
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u 8/11/80 Neill Funeral Hare, Inc. Funeral Expenses
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c Register of wills Probate & Srort Certificate
c
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..
~ Lease, less credit for security dep.
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.. 9/08/80 Holy Spirit Hospital
c Expense of Last Illness
(See Attached Copy of Bill)
(continued on next sheet) TOTAL
OFFICIAL /I_II~ -.3 0!U1-/-J. fl. ~-tAJ
USE " . ('J. ,f1/i. .5'1
o,,,:~y ,. DEOUC.TIONS AL,.LOWED R~ISTER 0' LLS
DATE
AMOUNT CLAIMED
$ 30.00
136.10
432.00
842.00
17.00
295.00
9298.20
3~
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. REV-51') l;.X+ (1.1101 INHERITANCE TAX RETURN 21-80- 571
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE FOR INSOLVENT ESTATES COUN TY NO.
TRANSFER INHERITANCE TAX
RESIDENT OECEDENT (Instructions on Reverse Side) STATE NO,
(Xl Exod:rix ( ) Adm. Other
E.'a'e af I~. B. J}'1HSOU RUl'H mrKr.rn
Hamo
La.' addre.. 607-R ~., ""0 ue 171-30-5830
(STREET) Social Security Ho.
,. R.D. #3, Box 307
0: Addro..
M@chan;~~n"'''g . P~nnC::l,h'.::!on;='ll '7Q55 ..
u (STREET)
(CITY) (STATEI (ZIP) => Dillsburg, Pennsylvania 17019
Cl
ii: (STATEI (ZIP)
Dato af Death July 30, 1980 ICITY)
Under penalties of perjury, I declare that I have examined this raturn and
to the best of my knowledge and belief it is true, conect and complete.
Sacia/ Security Ho. 190-26-6832 -1d ""h ~~'>1 $..e.f!. :21 PIN
..
Signature of FiducIary Date
TYPE OF ASSET DESCRIPTION ESTlMA TED MAR~E T DEPARTMENT VALUATION
VALUE (OFFICIAL USE aNL Yl
I TOTAL
OFFICIAL ); I do hereby certify that the above assets were appraised in accordance with Pennsylvania law.
USE 3-19-81
ONLY
APPRAISER DATE
DATE NAME OF PAYEE NATURE OF CLAIM AMOUN T CLAIM EO
9/08/80 Dr. Robert McInroy Expense of last Illness $ 788.40
9/20/80 Ruth Cocklin ~se of Funeral Wake 168.00
9/22/80 Dr. Frank Jackson ~se of last Illness 460.00
9/29/80 Bell Telephone Canpany Final Bill 39,16
10/14/80 PP&L Final Bill 39.71
2/18/81 Register of Wills Filing Fee for Statements of Debts
and Deductions & Inventory 3.00
r TOTAL 12,548.57
OFFICIAL ) .o/} l A/l -i- f2 . ~t.-u-UV
USE /~ 5 'I'?, .1;-1 s- ';{1-~ /
O.S,LY // . ,
DEOUCTIONS ALL.OW~O REOI~R 0... WILL. c;"":"E
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l.rnL~uuuDliuu~uuu~. Ford Division
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. . . cmoyne, Po. 17043
Phone (717) 761.6700
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~~ ~ [8j MAIN OFFICE 331 BRIDGE STREET NEW CUMBERLAND. PENNSYLVANIA 17070 (7171774.7000
CCNB BANK. N.A.
September 10, 1980
James D, Bogar
Attorney At Iaw
5 l~est Main Street
Shiremanstown, PA.
17011
Dear Atty. Bogar:
Reference to your letter of August 22, 1980, concerning the account
of the Estate of Ida B. Ja.mison, we have located one checking account,
number 015-000956-1.
The balance in said account as of July 30, 1980, (Date of Death) was
$2,225.66. The account was opened 'IIAY 8, 1979 under the names of Ruth
Cocklin or Ida B. Jamison.
If you have any turther questions, please contact us.
?5i~
D.E. Ml.chemer
Asst. Cashier
Bookkeeping Department
DEM: sd
.
J;\~fl':S D. l30GAH
ATTOUXI":Y A'i' I.AW
G WI~sT HA1S ~TU1.;t~T
SIll HI"::-l^S~TO\\'X, l'J';SX5YI.V.\:\ I ^ )"lOll
Altf.A cony. 717
731-0761
~ovel1\ber 13, 1980
Ellis First National Bank
of Dade City
Dade City, Florida 33525
RE: The Estate of Ida B. Jamison
Gentlemen:
I represent the Estate of Ida B. Jamison. Miss Jamison died on July
30, 1980, being a resident of Cumberland County, Pennsylvania. At the date of
her death, Miss Jrunison was a joint 01,'I1er along with Ruth Cocklin of a checking
accolU1t in a local bank. Miss Cocklin is the Executrix.
Miss Cocklin infonns me that Ida B. Jamison has always maintained
a joint checking accolU1t with her. Specifically, these individuals maintained
a joint checking accolU1t with" your banking institution from 1975 to 1979.
I ask that you provide me with confinnation of the existence of this
accolU1t, including the follol~ing infonnation:
(1) The date on which the accolU1t was opened, along with the
method of title and initial balance.
(2) Date on which the account was closed, along with the status
of the title and the closing balance.
111is infol1uation is needed so that I may complete the appropriate
Pemsylvania Inheritance Tax f01111S.
Please feel free to contact me directly if you have any questions.
You may also feel free to contact Ruth Cocklin directly. Her address is Box 307,
R.D. #3, Dillsburg, Pennsylvania 17019.
Very truly yours,
; jJ ('!I";.
. I'.. I.. ..f, / .... .,.l. L./
JA.\mS D. BOGAJi
JDB:mac
)#',~.;..., ')J'_":~r_-1
. .JMlfSON, m'JA; o,~(:.O~'.."r.IN' ~lU'~'I1.
SIGN^TURE -,0it~ l r.d_\.tf,.')~1./tt<.,..
.d g /) /"/1.' .
SIGN^TURE -L11J.C", ,,tr;'.1!dp->
'.
IICCOUNT NUMOER
1/,/,-811-0
IICCOUNT 'rYPE
SIGN^TURE
ELLIS fiRST NATIONAL BANK OF D^D!: CITY
DADE erN. FlOIlIDA
You Me authorized to rcco::::nizc any of the SiCI1<11urcS sub.
scribed above In the pilyrncnt of funds or the transllction
of any business for any of the described accounts. It is
Defecd lIlilt all transactions bctwc:cn the bank and the
undersicned shall bo Governed by tho condition printed
on the "ro'verso side of this CJrd.
a SAVINGSY,K CIlECKING
a INDIVIDUAL
o JOINT, If/W
lIXJOINT. OTIlER
o NUMBER OF SIGNATURES
. REQUIRED 1
Phone No. none
"
employer;
'.
NAME
^DDRESS
'.
1200 Johnstoll RO<ld
Dade City, Florida
33525
Initial DeP/~---= Dato Opened
$400.00 (YY' '10/6/75
NEW
Date Closed
190-26-6832
171- .~o. 5"'>3,)
S.S. No.
'.
S.S. No.
(, /11 S .'2.I{,L
y-)O.. )C/
'.
'.
.--
..--....--- ._-_.--~.__.-
'.
'.
CONDITIONS RELATIt:'G TO ALL ACCOUNTS
In receivIng Items for drposit or coll~c;Uon. tho Bank acts only as deposltor's collecting acent and
<assumes no responsibility beyond tho ellr.rclso of duo care. All Items nro crodited subject to IInal pay.
ment in ca'ih or solvent cfl!dits. This Dank will not bo li.lblo for default or neslicenco of Its duly_.
selected corre'ipondents nor for losses In tr;ln~lt. and each corre~~ondent so selected shall not be
liAble except for Its own necllt:enco. This Bank or Ils corre:spondents may send Itams. directly or
Indirectly, to any bank Including tho payor and accept lis draft or credit os condItional payment In
lieu of casb. It may charco back any Ilem at any tlmo beforo r;nal payment. wb'lthor returned or not.
.lnd It moy ch,use back. ilny item drawn on It not good at closo 0' business on day deposited. Tb_
D.1nk reserves tho right to decllno to make ;lOy payment from any balanCD In DO account where such
balance has 110t actually beon collcctlld by tho Dank.
In case thll Dank Is requested to stop payment on any ittlm, tho depositor ngreos to hold tho Dllnk
h.ltmloss for all I:),penses ;md costs Incurf~d by tho Dank on account of rOluslng payment of said
It~m. and fllllhllr i1grees not to hold tho O.,nk 1I.1blll on llccount of payment'J contmry to this request It
..i111l0 occllrs lhll,uf,h In.,dv~ltrncl'!. O'lcclch.nt nr over!.I.:hl, or if by re"!ton of ~Ilch p"r,IIlf.'nt othor It,,mil
drolwn by tho drllor.llor iltO Il!ltuno!d 11l"lllflcil~nl. RCr)lIcsb for slop !'laymont will bo 01 Deliva for 90 day.
but OlilY ho rDnowod. Ol1ly writlnn stop payment requasts, renew,)l. or rovocntlons r.holl be valid.
^1I drpn~.II' ilia m.1l1fl 5uhl"ct In thn nt:t1vlty or rnalnlenanco chnrF:o thon In (IUncl. Tho nank rMervoa
Iho rltlllt In r,flilllr.e 1I..'r," c::(ltlllitlhll~ wllhnllt lwllcn. All drpo~.lb oro nccl!ptod sUbJact to tho condition.
In OHl'cl on tho tJ.llo IfIllY Aro lll,'tlo. . ,
CONDITIONS RELhTlNG TO JOINT ACCOUNTS WITH IlIGHT Of SURVIVORSHIP
Joint depositors, unless otherwlso Indlcnted on tho reverse ,Ido of this card hereby Deroe each with
Ihe other and with the B3nk tbilt all sums now on deposit or herotofore or horeafter deposltod by olthor
or both of them with saId Dank to their crodlt il5 such Joint deposllors with all accumulations theroon
ala i1nd shall be owned by them folntly with right of survivorship and not as tenants In common. Such
accounts shall be subject to the order or receipt of either of them or tho survivor of tbem and paymont.
to or on tho order of either or the survivor shall be volld and discharge tho Bank from liability.
Each of tbe lolnt depositors appoints tho othor attorney with power to deposIt In sDld Joint account
moneys of the other and for that pUrpo!.O to ondorse any check, draft. not. or other 'nstrument pe)"o
able to thl order of the other or both said Joint depositors.
JAl>lHS D. BOGAR
ATTORNEY AT LAW
o Wf,ST MAIN STIlEI~T
SJlIREMAN'STOWN. PENNSYt.VANIA 17011
F~ lB, 1981
ARE/t. conK T17
7370761
Ms. Gloria Richards
DepartIrent of Revenue
Bureau of Field Operations
Inheritance Tax Division
lB46 BroolMlod Street
Harrisb.Jrg, Permsylvania 17104
RE: The Estate of Ida B. Jamison
Dear Ms. Riciards:
The CCNB Bank, N.A. checking a=unt, account number 015-000956-1, is
a jointly owned account, The account was established May B, 1979. As you will
note, this is within tw:> years prior to death. The value for tax put'IXlses has
been listed at one-half the date of death value.
The ronies found in the rom Bank, N.A. account, represent jointly
owned funds of both parties. Ida B. Jamison and Ruth Ox:klin have been residing
together and sharing expenses for sore tiJre. The letter fran the Ellis First
Park Bank, dated November 18, 19BO, indicates that Ruth Ox:klin and Ida B. Jamison
rraintained a checking a=unt fran September 8, 1969 to November 17, 1975.
Correspondence fran the Ellis First National Bank of Dade City indicates an
account being opened October 6, 1979 and being closed April 20, 1979. The
close-out and start-up resulted fran a IOOVe. The CCNB Bank, N.A. \\!3.S established
May B, 1979. Again, you will also note that the arrount closed out fran the
Ellis First National Bank of Dade City, on April 20, 1979 \\!3.S $6,915.27. The
start-up arrount at the CCNB Bank, N.A., which a=unt was opened May 8, 1979,
was $2225.66. The difference bet:weP.n the tw:> arrounts was the arrount of rroney
applied towards the plrchase of the 1979 Fort LTD, as mentioned in the Asset
Schedule.
Based on the above, it is my position that the date of death value of
the CCNB, Bank, N.A. checking account number 015-000956-1 be treated as a jointly
owned asset, established prior to tllO years before above. As indicated above, the
joint owners IOOVed on several occasions, which Il'OVes necessitated close-cuts and
start-ups of several jointly owned checking a=unts.
Please feel free to contact me directly if you have any questions
regarding this rratter.
Very truly yours,
~~!4~
JDB:rrac
.REV.518 FO (7.80)
~~
l......
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Ruth Cocklin
607-B Apartment #27
Geneva Avenue
Mechanicsburg, PA
17055
RE, Estote of
County of
File No.
Ida B. Jamison
Cumberland
21-80-0571
Deor Ms. Cocklin:
You ore hereby notified thot the Insolvent
approisement in the estate of Ida B. Jamison
has been filed in the office of the Register of Wills of Cumberland
County on March 1q , 19..B.1. Soid opproisement reflects the following valuotions:
Real Estate
Personol Property
Jointly Owned
T ronsfers
Totol
none
705.00
5,312.83
none
6.017.83
As to such tox that is poid within three months from date of death, 0 five (5%) percent
discount is ollowoble. As to any tox thot remoins unpoid ofter nine (9) months (fifteen months
when deoth occurred from December 22, 1965 to June 16, 1971, inclusive; ond twelve months when
deoth occurred prior to December 22, 1965) from date of deoth, interest at the rote of six (6%) percent
per onr.um is chorged.
Any porty in interest who is oggrieved by this notice moy object thereto within sixty days
after receipt of soid notice as provided by Section 1001 of the Inheritonce ond Estote Tox Act of
1961,72 P.S. 2485-1001, P.L. 373.
Date
March 19, 1981
Signed
ill tJ-'(.'" / 'It' /j,j III,} )
Ti tl e Chief Appraiser
NOTE: This is not a bill.