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LAST WILL AND TESTAl<ENT
OF
JEAN B. SCHAFFNER
I, JEAN B. SCHAFFNER, of 117 April Drive, Camp Hill, CUmberland
County, Pennsylvania, being of sound mind, memory and understanding, do make
and publish this ll\Y Last vli11 and TestanEnt, hereby revoking and making void
all former Wills by me at any time heretofore made.
ITEM I.
I direct that my funeral be conducted in a manner
corresponding with ll\Y estate and situation in life and that all my just debts
and funeral expenses be fully paid and satisfied as soon as conveniently may
be after my decease.
ITEM II.
I give and bequeath unto my niece, Sondra
Hamilton, my mother's gold necklace.
ITEM III.
I give, devise and bequeath all the rest, residue
and remainder of my estate, including the contents of my home and my real
estate located at 117 April Drive, Camp Hill, Pennsylvania unto my aunt,
Martha Billet, provided she survives my death. In the event ll\Y aunt,
Martha Billet, should not survive my death, I give and devise all the rest of
my estate unto my niece, Sondra Hamilton.
ITEM IV.
It is hereby directed that my Executor, hereinafter
named, shall pay all inheritance, state, succession and legacy taxes to which
my estate or the transfer of any property hereunder may be subject and to
9S7
charge sllch tax as part of the administration, payable out of my residuary
estate.
ITEM V.
I nominate, constitute and appoint my niece, Sondra
Hamilton, to be and act as my sole Executrix of this my Last Will and
Test8Irent without requirement of posting bond.
TIll WI'lliESS WHEREOF, I lave hereunto set my hand and seal this :;:> ~_<!
day of ~Y~'"{d'^'
, 1980.
;t:<l~J,d J/,~
J B. chai'f'ner 0' U
The preceding instrument, consisting of this and one other typewritten
page, ,e&9f:I.identified by the r' . ature of the Testatrix, was on the date
thereof signed, pUbliShed anr ;c1ared by JEAN B. SCHAFFNER, the Testatr:tx
therein named, as and :for her Lest Will, in the presence of us, who at her
request, in her presence and in the presence of each other, have subscribed
our names as witnesses hereto.
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OATH OF NON-SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA} ss:
COUNTY OF CUMBERLAND
This, the
. { .c ,<? 'h~, CA..
r
(If...
II
day of
A.D. 19 -g '-;' before me, Register for the
Probate of Wills and Granting Letters of Administration in and for the county of
Cumberland, in the Commonwealth of Pennsylvania, personally came
(' (,-I""-("'s
II .;.... , II,,,~
who being duly
the handwriting of
:] '"'Lie ."-'
p
according to law deposed and say that they are well acquainted with
J't /.... ri f-/- . ~ c .."
sworn
and subscribed before me,
( v'" ~.........\o.J
whose name is attached as
purported to be A " .~s
7<:.<;'/'-"'-/'" ,-q-
to an instrument of writing
the Last Will and Testament of
late of
(I ..,,., -? II. {/
.
(I "L;~(..J..,) e".",l)
, deceased
this
11th
day of
(, .--
~...._.^("'-I
1'3
J, I - -
Q...-c....", r,,- ..v.: .~_
.7 ~<,."-oJ 15
and that the said signature is true and genuine, and that the said
n I . r
~ c:...'" -I r-- r.v' .'" is now deceased or abEi9nt
0(a;.p~ . ~:,D
19~
per
Deputy Register
9f:.9
dL~A/ I .
~ Vlk .2 /'Y../-7??....--~
OATH OF SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND
... -'- .; ,
This III! II C-. day off,."," c~, ~..... A.D,,19 8", ,
before me, Register far the Probate of Wills and granting letlers of Administration in and for said County of Cumberland, ill
the Commonwealth of Pennsylvania, personally came
e:!....-l.a.!.j r f).,)/.;" T ~, one of
the subscribing witnesses to the foregoing instrumcnt of writing purporting to be thc last Will and Testament of
:reL'~ is S'(>I.../lrF,"<- Dated_"3 ~L~L~1 1'1 l~
J
Cumberland County Pa., deceased who being duly
late of
(''''/''oj
II, (!
]"",,~,.., accDrding to law, depose and say, that
o e.... ^' Ii> j <:.4 -i ,:::,.;:- ~~ c'-
,I.. e "-'" r present, and saw and heard the testa -1,< 'K
sign, seal, publish, pronounce and declare the said
instrument of writing as and for h 10 ,( Testament and Last Will. and althe time of so doing
l,'5
.sJ.~
was of sound and disposing mind memory and understanding, to the best of
knowledge, observation and belief.
sworn
(vL Ji~~~~
and subscribed before
~Al c2. f'~ ~.""
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA ~ ss:
COUNTY OF CUMBERLAND \
f~.-'cv{,c "'- ).( ;,..., I-!~_'-l
being duly
r_u~"-.l
\7-~.:...-,-,
says that as nearly as can be ascertained the said decedent
S c .I..... 4 I-r ~.....t...rt..
.....)
the ;) ,- day of
f3
died on
.,J < } f. ~ h~,,-
A,D.,19 1"1
at or about
II. '5 '"
o'clock, ~.
sworn
and subscribed this
~t\')1.cLUJ- \.{ (\.JY).;JJ 1.'1'-'
110-
day of J.. ~ f,
19, '2.~e
//(~I (J
~
Register
970
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administralian in and for the County of
! (>I "-". il,.....,
J.t.... ...~cJ^- c....
Cumberland, personally came
who, being duly ("~~-'"' ,do, <'-'S- depose and say that as
C- ---A: c. ( .L-I.'\.,..;J/
of the last Will and Testament of
--.J "-,. ,~, tfJ
l' <.' t. ,{ (::: r , v.t:'.o(.,
deceased
1'''-.<:..-
will well and truly admihister the goods and chattels, rights and credits of said deceased according to law. And
also will diligently comply with Ihe provisions of the law relating to Transfer Inheritances.
and subscribed before me.
Sept. II
A.D., I9~
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Be it remembered thai on the
16th
day of
Jean B. Schaffner
DECREE
September
80
,A.D"I9_, there was probated and
recordcd the last Will and Testament of
late of
971.
9lt7
Q.
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camp Hill
,Cumberland County, Pennsylvania,
Deceased, Lettcrs Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
Sondra Hamilton
ItEV.455 f.X. ,3.KOI
COMMONWEALTH OF PENNSYLVANIA
DEPIUl:ME",'lT OF REVENUE
TRANSFER I~ERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
~\
~
Estate Df ,T""n Il ~eh"f'rn"l" Date of Death g/O;>/Ro
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
FileNo,: t - SC-1590
Claimant
Relationship to Decedent
CIBimant's Address
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
testarrentary
Ltd.
Last ~
Last ilmess
Last il mess
Last ilmess
Advertise nt of
Anvp~tiRPmPnt. nf lpt.t.p~~
i
Haven Hest
Final bill
"
1
RESERVES:
Register of Wills
Harris Savin s Association
So
Fi1in debts & deductions
M:Jrt _e balance
f;'
2
TOTAL THIS PAGE xxxxxxxxxxxxxxxxx
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 submitted to the estat~ a~ deducti~ns f~r ~nheritan.':.:.Tax purposes,
-/"'c> /..t..... /..J....:I (I' ~ / /n! 1/
5 G"NATURE . ATTonNEV/F40tlet~ DATE
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~ <7/1.... q.2 AT
/ tV
//)
PERCENT.
1J;
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C.
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4-/IJ-J'/
DATE
REV-45' E~<. (3.80)
CDMMONWf1l'lTP!-OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
.~,
\_" . ,.
v.,. . -
Estate Df Jean B. Schaffner Date of Death 9/02/80
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
File No,
Claimant
Relationsl1ip to Decedent
Claimant's Address at time of Decedent's Deatl1
ITEM DATE NAME OF PAYEE REMARKS AMOUNT
NO.
"",v Notarv fees lnnn
00.... o~o,., nf' I,Ti "'1 a . o;n.nn
~lisce11aneous expenses ':;0. on
.
TOTAL I 22 816. <2
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 submitted to the estate as. deductions f r Inherita.nce Tax purposes, /
C. t.,j. (.,. j ..::;:.L /ll 'II ( /
51 ATURE OF FIUU~IAHY DATE (
OFFICIAL USE ONLY
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ J? ~ ,?/ t" ~{:? AT
h-
% TAX RATE
~ 1
c.. ~ /} . 'I
'l4 . C-' 'Ux-V
~GISTER o~~
-$/-/tJ -71
DATE
;'
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 morker and other related burial expenses.
GENERAL INHERITANCE TAX INFORMATION
""7.4...
All debts being claimed against on estate Ole 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 shauld be attached to this schedule.
A family exemption moy be claimed by a spouse of 0 decedent who died domiciled in Pennsylvania. If there is
no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is 0 member of the same
household can claim the exemption, In !he even! there is no such spouse or child, the eXll'rTlption can be claimed by
a parent or parents who are members of the same household as the decedent. The family exemption is allowable only
against ossets which pass by a will or by the Pennsylvonia Intestate Laws.
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services
performed in administering an estate is reportable for Pennsylvanio Income Tax purposes. This taxable income
item should be reported on form p. A.40.lndi vidual Income Tax Return.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
I. If the family exemption is being claimed, indicate the c1aimant's name, address and his/her relationship to
the decedent. Enter "fomily exemption" in the remarks column and the omount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3, Enter the dote on which eoch debt was incurred and/or paid.
4, Enter the names of each payee.
5. Provide a brief explanation in the ren.arks column for each debt c1oimed.
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.
IF ADDITIONAL SPACE IS NECESSARY USE BYz" x JI" SHEETS.
REV-4~9 EX+ (3.80)
CO/AMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
*'
AFFIDAVIT OF
FIDUCIARY
(lnslruciions on Revene Side)
Estate of Jean B_ Scp.affner
Date of Death September 2, 1980
Social Security No.
Bureau File No.
County File No. ,:} ( - fo - "/i &:-
Last Address 117 Apcll. Driv"
r.OI11) Hi 11. PA 17nll
ICITYl (STAT~I (ZIP)
1. Decedent died:
( ) Intestate (without a will)
(x) Testate (leaving a lost will--copy attached)
2. Is the filing of a Federal Estate Tax Return required for this estote? Yes_ No x
3. (x) ~~#Executrix ) Administrator/Administratrix
Name Sondra Hamilton
Address 5 Pinetree Drive
n cD
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) Fiduciary. . :7 "" ! ~=?
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1VP(1n~n; (1~nl1'Y'gl pj::llnn~~r' 'I7!:ln; ~ '7"55
(CITY) I5TATE) (ZIPI
4. All correspondence should be moiled to (X ) Attorney
S. If an attamey is representing the estate, indicate:
Name Charles J. ]);!F.art, III
Address P. O. Box 1160
HarriSburg, PA
17108
ICITYI
(STATE)
(ZIP)
List all safe deposit boxes registered in the decedent's individual namel or jointly with, or as an agent or deputy
of another, or in decedent's individual name with right of access by another as agent or deputy. Include the name
and address of the bank or other institution where the safe deposit box is located, the nome (s) in which the box
is registered and the relationship of the joint holders to the decedent.
NAME AND ADaRESS OF BANK OR OTHER INSTITUTION
IN WHICH aECEDENT MAINTAINED A SAFE DEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TD OECEDEHT
Jea>'1 B. Sc
!fartha Billett
Eo" 1957
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and
statements, and to the best of my knowledge and belief it is true, correct and complete.
"lolzdtC0 i/cla/nid!hv
117.,y/
SIGNATURE OF FIDUCIARY
DATE
REV.451 (1.eOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
(lnstruc(ions on Reverso Side)
Estate of Je:m B, Schaffner
ITEM
NO,
DESCRIPTION
1
Optional savings aCCOU!1t with !1.arris Savings
Aszociation, account number 1-25939, balance as
of date of death
2
Savings account with Be1co Credit Union, account
number 049-286-081, balance as of date of death
3
7 shares of Qomrron stock of AT&T, date of death
value 54.125 dollars per share
UNIT
VALUE
TOTAL THIS PAGE
ESTIMATED
MARKET
VALUE
77.45
In, 609. hI
378.88
..
DEPARTMENT
VALUATION
(OFFICIAL USEONL YI
11,065.94 \ \ (./f' t, (I :.1
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SFCOt'J!, /d,,{J 1'lIlt ~,/d:-::-: IS. 1-I"dHW~Bllill~. l'rr"':~Ll'j[ ,VM,II, I" Ell
f.r~'l G:,:' . 717?J.: .;l,:!
OrlV.'[-,';
D(l~~'.vTO:,'.'/'J . CO' ONI,1{. {'"..Hr: . r:"::N'!(/U . I /;'iMr:n..... . UN/f):; f),')'OS.' r
CAP,'rAI. CIIY .. r.'r:~'cU!./fli.'H/.M.'.'} .. ',"},',',': . Sl.I.'.1.V,i Ii/l/'d I-
Sept. 26, 1980
CALD'oIELL, CLOUSER, &: KEARNS
112-114 lldrth Second St.
P.O. Box 1164
Harris~urg, PA 17108
Doar Charles J. DeHart III:
The information which you
Jean B. Schaffner, Estate
is as follo;;s:
requestcd on
(Social
the account(s) of
Security #
196-111-3015
Account Number(s)
-1=25939
Class of Account
Optional savillga
Date Opened
Dec. 1, 1965
Principal Balance
$76.72
Accrued Interest
.'13
BalDncc at
Date of Death
S77.45
Account
Ownership
Individual
Name of Joint
Owner I if any
Dnte OllTlcrship
WDS Establishp.d
Additional Infor-
mntion rc~!~e~tod
--_._~_. ---- .--- -...-.------..--- ._----_.._~.__.~-_.-
Sincer~l:r Y01.1rn t
/1,1 &! / '11;' ,/;-/" (./
. I cd .. 1.,( ,. '-- ;,' /-;1/:' df-'
v /'.....""..... ...~,I'.' I ~.-. ...'- .
Hrs. Susan J. H~i!, t
Savings COUD.$~lor, Main Ofric~
)
,
~-
-.
P. 0, BOX 82
.HARRISBURG, PA, 17108
Phon. 2JJ.0737
CHARTEilED Mo"h 7, 1939
September 26, 1980
Caldwell, Clouser & Kearns
Attorneys at Law
112-114 North Second St.
Harrisburg Pa. 17108
Re: Estate of Jean B.Schnffner
Gentlemen:
At the time of death the amount in the account of ,Teem B,
Schaffner was $10,609.61.
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J,ormy J,.. l,laurer
)
REV0452 EX'" (3.S0)
COMMONWEALTH OF PENNSYLYANIA
DEPARTMENT OF REYENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT "
ESTATE OF Jea'1 B. _cmrmer
SCHEDULE "C"
TRANSFERS
.
INSTRUCTIONS:
1. Answer the questions on reverse si de.
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 ONL Y)
none
TOTAL THIS PAGE
o
o
QUESTiONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any tlansfer of any material pall of his estate wilhout receiving'
valuable and adequate consideration? (Answel "Yes" 01 "No" ,) ---1)2-_
2. Djd decedeul, within two years 01 death, transfer propelly from himself. herself to himself!hmself and another party
01 parties (including a spouse) iu joiul ownership? (Answer "Yes" 01 "No".) .....lJlL.
3. If the answer to one or Iwo above is "Yes" and the llansfers arc claimed to be nontaxable, provide Ihe following
in formation:
a. Age of decedent at time of lransfel,
b. Copy of dealh certi ficate.
c. Affidavit hy the altending physician indicating lhe slate of decedent's health at time of transfer.
d. All other information supporting nonlaxahilily of Iransfer.
4. Did decedent, in his/her lifetime, make any lransler of property without receiving a valuahle or adequate consideration
therefor which was 10 take effect in possession or enjoyment al or afler his/her death? (Answer "Yes" or "No".) nn
a. Was there any possibitity thatlhe property transferred might return to transferol or hiS/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No",) no
b. What was lhe transferee's age at time of decedent's death?
5. Did decedent in his/her lifetime make any lransfer withoul receiving a valuahle and adequate consideraliontherefor
under which transferor expressly or impliedly reserves fOI his/herlife or any pedod which does in fact end hefore his/her
death:
a. The possession or enjoyment of or the right 10 income from the property transferred? (Answer "Yes" or "No".) no
b, The right to designate lhe persons who shall possess or enjoy lhe property transferred or income Ulerefrom?
(Answer "Yes" or "No".) no
6. If the answer to five b, above is "Yes," slate whelher the right was reserved in decedent alone or others,
7. Did decedent in hiS/her lifetime make a transfer, lhe consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No",) no
8. Did decedent, at any time, transfer ploperly, the bmeficial enjoyment of which lVas subjecllo change, because of
a reserved power to alter, amend, or revoke, or which could reverlto decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No".) no
3, If the answer to eight above is "Yes," was the power to aller, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedenl and others? (Answer "Yes" or "No" ,) no
._-><.-
".' ,il>'
. RF,V-45J EX" (J.801
COMMONWEALTH OF PENNSYLVANIA
, OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
*'
(Instructions on Roverso Sidt.')
Estate of JAM 1=1, S~h8rrller
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
Aunt
of a e
d ,..
es
on
ThB above beneficiaries are living at this limB except for the following:
NAME
DATE OF DEATH
R~V0454 EX+ (3.80)
COMMONWEALTH OF PENNSYLVANIA
D~P'ARTMENT OF R~V~NUE
TRANSFER INHERITANCE TAX
RESID~NT DECEDENT
SCHEDULE "E"
JOINTL Y OWNED PROPERTY
(lnstn/erions on Reve,seSide)
'*
Estate of
Jean B. Schaffuer
DESCRIPTION
TOTAL
MARKET
VALUE
\
T
VALUE OF
DECEDENT'S
INTEREST
DEPARTMENT
VALUATION
(Official Use Only)
U.S. Series E Savings Bonds in the face
anPunt of $25 issued jointly \\lith decedent
and Martha Billett, see attached
Optional Savings Account #1-25938 with Harris
Savings Association held jointly \;1th decedent
and Martha Billett, one half attributed to
decedent
.'5~./), 'f,rl
1,135.73 50% (5,67.865 i
2,566.63 50r/ 1,283.32
Accounts held jointly with decedent and
Martha Billett with Dauphin Deposit Bank and
Ti:'ust Conpany as follows:
A. Checking account #75-74-7545, account
balance $7,478.83, one half attributed to
decedent 7,478.83 50% 3,739.42
B. Savings account #01-1-03067, one half
attributed to decedent 4,344.67 50% 2,172.34
36 shares of corrm::m stock of AT&T issued
oint1y to decedent and Martha Billett with
date of death value of 54.125 dollars per
share, one half attributed to decedent
1,948.50 50%
974.25
- ---
TOTAL THIS PAGEG,~,737 .1~5)
<~ r]:-:. rj, J. Cl
~lrL)...'
.
.
Inventop,v or u.s. Savings Donds for the E,~tatc of' J(;:1111 B. Scharf'ner
Issued in the nam'! aI' Jea.'1 13. sChaer'C1N' Or' r,brth.'l BInet, joint t(.'n:tntr;
_'_"'__h _. .... _
. . .. .-, _.... .. ... -,_. 'n' ~.
. .. .- - "---'~-'- -.- ...--..... -, ..-......- _. .. .
ni\'.[';'; 01.' T~;":Ui-: li'I\(;E AWlll:.:'!' r"AlH r,j^,li{i~:'r \lM,Ii!;;
-----.--.-- ---.-. '__w_ --..--.....--..-..-....-- .---___......_.. .._......__. ._.._____._ -----'__'1"_,
Septemb(!l', 1975
October', 1975
November, 1975
November, 1975
December, 1975
January, 1976
February, 1976
March, 1976
April, 1976
r0\9.y, 1976
June, 1976
June, 1976
July, 1976
August, 1976
September, 1976
October, 1976
November, 1976
December, 1976
January, 1977
January, 1977
February, 1977
t-arch, 1977
April, 1977
t-ay, 1977
,Tune, 1977
July, 1977
July, 1977
August, 1977
September, 1977
October, 1977
-lJAv@Jnber.._19Z7
,<
y
$
$
$
$
$
$
$
$
$
$
$
2:;.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
2').00
25,00
25.00
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
~;
$
2!).32
23.67
23.67
23.67
23.67
23.67
23.67
23.67
22.97
22.97
22.97
22.97
22.97
22.97
22.97
22.31
22.31
22.31
22.31
22.31
22.31
22.31
21. 71
21. 71
21. 71
21. 71
21. 71
21. 71
21.71
21.111
21.111
. ,
,
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
~,
y
$
$
$
$
$
$
$
$
$
$
$
- -. -i--..-----;;:----.:..~i....._Lll______j~
.',
<,>'
, Invcntor,V of U.S. Sav.lngs Bonds for the Eutatc of' JeDJ1 13. Sch3.['1'n0r'
Issued 1n the nam:> of Jean 13. Scha(Tner or lhrth.'l Bllld, .jolnt temntr.
_____.l.Y~.TJi._Qii'_x~}:~ln:~._.~... _._..___Y/~~~': f~i,'iOlJn'!' FAIH r.j^Hi{E'F \'Al)j!.~
--. - ...- -~_._.__.__. -- --.......--. ....--.-...- _._--_.__.~..__.
S",ptem1Y:!l.', 19'15
October, 1975
November, 1975
November', 1975
December, 1975
January, 1976
February, 1976
!>1arch, 1976
April, 1976
tray, 1976
June, 1976
June, 1976
July, 1976
August, 1976
September, 1976
October, 1976
November, 1976
December, 1976
January, 1977
January, 1977
February, 1977
!.arch, 1977
April, 19T1
rray, 1977
.June, 1977
July, 1977
July, 1977
August, 1977
September, 1977
October, 1977
November, 1977
n::C(~Ir.'::)F:[, " J.977
December, 197'7
Januar'y, 1978
Fcbrum:'y, 19"(8
!':'3rch, ,1978
Aprll, 1978
$
$
2').00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
* 2~j. 32
$ 23.67
$ 23.6'(
$ 23.6"
$ 23.67
$ 23.67
$ 23.67
$ 23.67
$ 22.97
$ 22.97
$ 22. 97
$ 22.97
$ 22.97
$ 22.97
$ 22.97
$ 22.31
$ 22.31
$ 22.31
$ 22..31 :
$ 22.31
$ 22.31
$ 22.31
$ 21. 71
$ 21. 71
$ 21. 71
$ 21. 71
$ 21. 71
$ 21. 71
$ 21. 71
:;; 21.111
$ 21.111
$
$
$
$
$
$
$
$
$
$
$
$
$
$
~,
"
$
$
$
$
$
$
$
$
$
$
$
$
$
$
:~ :~'). 00
~~_1 . 1)\
,
,~
:;; 25.00
$ 25.00
$ 25.00
<,
",
21.111
21.1'1
21.111
21.1/1
21. 05
~
~,
'i'
$ 25.00
$ 25.00
$
$
.'.
O'
. ., Inventory of U.S. Savings funds for the Estate of Jean E.. Schaffner
Issued in the naJIE of Jean B. Schaf'fnel' or rrill'tha BlUet, joint temlIlts
. .
------_._--_._-+-_..-_..-._~......_--_.. - -. . -_.......-. -.
. ...-.....-....-.--..---.-..--...--.- .
.)J_I\?I.L(Ji~._.:!.~f;.!I!,;,._..___ ___Y,~{~!':, N;()~U:~I:. _.._... __J.''!!;!lL. ~'l^J?.I~l;::t ,Yf!.l.:~I_I,I':..
r,!oiy, 19'(8
,Tunc, 1978
July, 1978
July, 1978
August, 1978
September, 1978
October, 1978
November, 1978
J:\;!ccmber, 1978
January, 1979
January, 1979
February, 19'(9
rrarch, 1979
Aprll, 1979
f!I'lY, 1979
:)
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
25.00
$
$
4,
.~
:I;
$
$
$
..
'"
$
$
$
$
$
$
2
$
20.96
20.8'(
20.78
20.78
20.69
20.60
20.52
20.113
20.35
20.2'(
20.27
20.18
20.10.
20.02
19.911
$
$
$
$
$
,$
$
$
$
$
$
$
$
$
.{>
*~
RCC-I,] (1,-71)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTE: TO BE SUBNlITED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
D,~:'~::':1 [>.~,"~it n.;~1(
....: -:- :.: >. -:.-...~'
Pennsylvania Department of Revenue
Bureau of County Collections
Gable BUilding, 3rd, Floor
1,11 S. Second Street
Harrisburg, Pennsylvania 17127
,., .... 0:
......
....~ ... "-l'~ " ,. '--:1:1"
ZIP C~~:;.",:, ,..,." mOl
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act
of 1961, we herewith submi t the follOl<ing report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTHENT DEPOSIT Ol J. ::,~.6 ?
NAI1ES ON ACCOUNT OR
INVESTNENT .'~r'th.1 '~~":," ~~;" ~J' :!~ ~;'~ .. :':cl;" :"'t"nllT"
DATE OF DEATH
'.:-.:-;:0
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR .r.. ." ';. no:h,~.t'fner
ADDRESS
'1.."t'l '~~';':1 :~'.i.v.:
(;,~:...t.- :~:11:. I.~n.
COUNTY
ZIP CODE
1';"11
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
r4art"? 3.U tr:.tt
ADDRESS U1 April. 1)rin, - C,.c;, l'tH f';:.. l'l\1U
RELATIONSHIP TO DECEDENT
Aunt.
DATE DEPOSIT OR INVESTHENT
WAS ESTABLISHED
,T..,.. , vw,
"'v...,; _.... (--t
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $
4.":1,.G?
{-"",
,
,/ ."
.'
.~-:-,-;..~ .. ~ / /.'
Signature
- '- " 'i'-ITLE
AGG't. View FroG1d.ut
REY-4114 EX+ (HOI
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
121 Original
o Supplemental
o Remainder
File Number
21-80-0596
Estate Name
Jean B. Schaffner
Date of Death
09-02-80
Social Security Number
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser In and far the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported In the foregoing
return at the yalues set forth opposite each item in the last column to the right in Schedules "AU, liB", "C.., and fiE"
Dated:
April 1, 1981
1A~J).',j d / 'j? f'),.J"J)
INHERITANCE TAX APPRAISER
VALUE AS APPRAISED CODE ADJUSTMENTS REMAINaER APPRAISEMENT CODE
INVENTORY (HARRISBURG USE ONLY)
Real Property (Schedule A) $ 43 500 00 00+ 92+
Personal Property (Schedul. B) 11,065 94 ta+
Jolnt..Held Property (Schedule E) 8,737. 20 20+
Transfers (Schedule C) None 30+
TOTAL GROSS ASSETS 63,303 14
less D.bts and Deductions 40- 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate RATE FACTOR PRINCIPLE VALUE CODE
o Annuity
FOR USE OF REGISTER ONLY
Tax an $
CODE
COMPUTATION OF TAX
$
$
$
S
6'.
"
Tax on S
15%
Tax an $
Tax on S
Tax on S
s
Exemptions
Total Estat~
TDTAL TAX
INTEREST FROM
~ALANCE
TO
$
$
S
Less Credits
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
S
+ S
S
=
$
+
=
INTEREST FROM
BALANCE
TO
$
S
REV.5IB FO (7.BO)
~~
" \>,..'".
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
NOTICE OF FILING OF APPRAISEMENT
Ms. Sandra Hamil ton
5 Pine tree Drive
Mechanicsburg, PA 17055
RE: Estate of
County of
File No.
Jean B. Schaffner
f"l1mnlOr'arn
21-80-05Q6
Dear Ms. Hamilton:
You are hereby notified that the original
appraisement in the estate of Jean B. Schaffner
has been filed in the office of the Register of Wills of Cumberland
County on ADril, ,19..8..l. Said appraisement reflects the following valuations:
Real Estate
Personol Property
Jointly Owned
Transfers
Total
$43,500.00
$11,065.94
$ 8.737.20
None
$63.303.14
As to such tox that is paid within three months from dote of deoth, a fjye (5%) percent
discount is ollawable. As to any tox thot remains unpoid ofter nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inc\usiye; and twelve months when
death occurred prior to December 22, 1965) from date of death, interest ot the rate of six (6%) percent
per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty days
after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of
1961,72 P.S. 24B5-1001, P.L. 373.
Date
April 1, 1981
Signed
Pt...,,,',}) {(!IAta))
Ti tl e Chief Appraiser
NOTE: This is not a bill.
s:..
~ OJ
~ ~ c5 OJ
~ >
..... 'M ~
Z ~ ~ ctl s:..
0 .c Cl
U 'C
lzl CI] ...... .-l <:
II> 'M .-l III
~ . s:.. '.... ......
lXl C. :I: s:..
~ c: 00: OJ ~ N .;r
< C, .0 ~ N
ctl t- iij 9 ~
- OJ ~
~ Z ..." ~ U u
l:. 0
l:. -
0 ~ 0
~ l:.
~ 0
... 0 II> Z d
II> ~ U) >- ... d
-
z ""' lzl ... lzl Z Z
~ 0 - 0 ~ I:l:: ?i ~ w
::s Q w
..:l Z Z U ~ Z
~ ~ <n ~ 8 0 -
~ Q ..:l
('..
J.~'1'
21.80 596
No.
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
'-~ <:'0 tV t3
S~t 1'/ ,-"cNC"::
, deceased.
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania.
Petltioner(s) Is (are) the execut v(' -;j' named In the Last Will and Testament of 'J C::.-" .J
6 ScJ.~r":-,^,L< dated 3 ,JoeL,} !5"6u
Decedent was a citizen of the United States and a resident of e "'." " 1)1,11
T~ (Borough), Cumberland County, Commonweallh of Pennsylvania:
---- (. " /-,( J' f
Decedent died on If-, ~ ~, '" "i the". day of (p - A.D.19 8 "-', In the
County of CI"L'~b..... t",0 ,Staleof "'~l' attheageof.5-C- years.
Decedent has (has noll been married and has (has not) had children bo:n to ~Im (her) since the ex-
ecution of the above described Will. S! J 'I' .- .j
Decedent was pDssessed of personal prDperty to the value of7~.tV I I 7(,-v.. 1- .q( IJ ,,t(-t,S.
and of real estate to the value of '7/. 'A '/L, 'j}"." Jo ~ j f) " (( "" .'. J .
(
as near as can be ascertained; said real estate situated as follows / /7 J.J, 0,-, ,/ {].< ( v L-
~,J,--" /t. II .;~, (') 0 (I
Therefore, your petitioner(s) respectfully apply(les) for the probate of the said Last Will and Testa-
ment and for Letters Testamentary theron,
Dated
II
.}<~I- IS & (J
,
Name and address
of PetitiDner(s)
)c ~-Pvj<AL. )/4-nJ~
,
<;- /d,,~ ,,-,f /1 ". '- a--, ( '.'->-
/" <...j.. ,1..( U 6~) ~ ) ") ,.:,s--:5-
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND j
ss
-T
....
,.s-'u..... e(A.........
If /f "" L I"v .
....
named in above application, being duly I',. L ~.w according to law say(s) that the
statements set forth in this petition are true to the best Df /. <' "-- knowledge and belief,
SWORN and subscribed before .i.~-;1.di{L )/(J/J-7'Zi/ffiJ
Register
C ~<4,~ I,. \~--'l-' /-(<1' T
L(',::
../ <.l I),A..
/1(, '/ ' fda, /-<. ( ) {()'(,.
I
Filed: September 16, 1980
;ft151J
Attorney
i
;;;;1-pfJ -596
0\:,~'.'r:"'"
/1- /.l.2 -If
Inventory of the reo\ ond personol ..tate of
Jean B. Schaffner
deceasod.
REAL ESTATE
All that certain tract or parcel of ground situate in the Borough of Camp Hill,
CUmberland County, Pennsylvania known and numbered as 117 April Drive, and more
particularly bounded and described on a deed dated September 3, 1971 as found in
Deed Boole "0-24'; Page 716 of the Cumberland County Records, appraised value 43,500 00
PERSOOAL PROPERrY
1. Optional savings account with Harris Savings Association, account number
1-25939, balance as of elate of death 77 45
2. SavingS account with Belco Credit Union, account number 049-286-081, balance
as of date of death 10,609 61
3. 7 shares of comm:m stock of AT8ff, date of death value 54.125 dollars
per share
378 88
Total
54,565 94
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND J
55:
~Qn..cka..llllln1lt.9L-
being duly S\~nl"n
eccording to lew, deposes end says thet Ehe "Ye~lItrj X
of the Esteto of Jean B. Schaffner
leto of _East-Pennsboro-Township-. _ ,._____ __ , Cumborlend County, Pe., decoesed end thet the
within is an invontory me do by ._ ---" tho seid
of tho ontiro osteto 01 said docodont, consisting of ell tho porsanel propdrty end roel osteto, oxcept roel osteto ouhido
tho Commonwoelth of Ponnsylvenie, end that the ligures opposito each itom 01 the Inventory reprosent it's feir velue
es of tho deto of decedent's death.
~
J....--./-r:.A/./i./ end subscribed before me,
/--21!1.,K..(/?'/, -f!.v-'../ /;:;(
19 .:f (,1
J4?zdUJ/4Offiidtiil---
7-7/// . ;1--":":")- , ,7
/~(-rA // ~ ,/f..-'.,/'r"--4'Aj,A
~/' /
MOlllE,J..fARI ~l, 11olar! ~lIblic
rr~y (;c,.,,,~; ';",:; E:..il e!: ......., 2:' lr,n,l
J' " '. ., .e
I.;:: !:il.;;ir :..wphin C~'~I1!i'j PIl,
Ex.cutor - Adminiltrl'or
Sondra Hamilton
5 Pinetree Drive
Mechanicsburg, PA 110'i'i
Address
Dato of Doeth
;>00
Doy
or
Sp..ptpmhpY'
Month
19Rn
Vu,
INSTRUCTIONS
I. An invontory must bo filed within three months efter eppointment of porsonel roprosontative.
2. A supploment inventory must bo filed within thirty deys of discovory of edditionel essets.
3. Additionel shoets mey bo attachod es to personelty or reelty
4. 500 Artielo IV, Fiducieries Act of 1949.
:E!
Ul
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~ ~ Ul E-< m
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"l: Gd 01. AUN OB.
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