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HomeMy WebLinkAbout80-00600 'fj'tJ.j~I;~(;(.:.'-f :: ~~;'1,i'Si:.-~"." (\ \ '~;.,:)", ... ~li"',\\ .t'l', 'r.~~':~! "', {' li~~~~!i~; .-: ~." ~ .. -' ";,' "',' " '::1")" '.'Ii ':". ~1>~'~:,.:',:i Or. ~".l' , ',:fi -',"'~ :;-\1:- J~~'i"'.,."". ml...~~f1;~.:;t<~':~i;,: t ~*'::""':.:\'('I;"'" ~";~~~~1~;"i;' '~\tn.<,~~ ;~_":,': ~:i:'rl,\",,;:,:,,;., ~*;*'?!/~~~r;y " h.;~t",. i~'.!1:'W(d:. "', ' ',... '-I'" " ;, I;~""':< , '~~~~~~;E;~,;,,', . '~~ri.:;"~': '. ',. ,'. 0rf~(. .. ,,-~, . . ,.,:"\".' , .'-...." . . . .,~>,; -; ~ ,",- ~ ~ . ~ l>t ~ m ~ ~ ~ ~ H II; [;1 0 III . III m < "'0 I i ~ 0 (/) ...r .'~;r~ .~,;\ ' ~~~., . 1.....-. , ',; , ""-'- t.~'~:~:'~" tzA"-y, ~~I?;./" ''(,'''', , ~{f;.' ~:?:L;.:.:, ~I'~,-_:; )'_':' ~t~~~..;,:. .. ~ ' ~"',.,' If.. ~~;w'~~t-..: ",; . . .,.' ~ . ,.' '. .. ,.,~ -:,' ",J, '. ::~\~', , '.c.;': jr:lc~'. 'MARK ANDWEICLE AttorMYI .t Law Shlpp.nlbufI. PI. 0, LAST HILL AND TESTANEN',' 1, JlERTIIA. B. NICKEY, of 128 East King Street, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Hill and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,000.00) to each of my grandchildre. In the event that they have not reached the age of eighteen (18) years and have not graduated from high school, I then direct my hereinafter named Executors to place this sum in a savings account in The Peoples National Bank of Shippensburg, Shippensburg, Pennsylvania, and mark the account "Only to be withdrawn at the age of eighteen (18) years and having graduated from high school", and if the said grandchild is not living at the age of eighteen (18) years, then to distribute the same among my residuary legatees. It is my intent that where I have used the word "grand- children", that this word refer only to blood grandchildren and not to any adopted grandchildren. THIRD. All the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever sHuate, I give, devise and bequeath to my three sons, WILLIAM Jl, NICKEY, JR., RONALD E. NICKEY and ROBERT S. NICKEY, share and share alike. In the event that any of my children predecease me, I then direct that his share be distributed to his children, per stirpes. FOURTH. I nominate, constitute and appoint my three sons, WILLIAM B. NICKEY, JR., RONALD E. NICKEY and ROBERT S. NICKEY, or the survivors of them, to be the, Executors of this my Last \,i11 and Testament. IN IHTNESS WHEREOF, I, BERTHA Jl. NICKEY, have hereunto set my hand and seal to this my Last Hill and Testament, this;!.:'- day of September; 1978., . :.'~ .;' :: . .. This instrument wus by the 'l'estntr1x, ImRTIIA II. NICKEY, on the dute hereof, signed, pub lished and decla red hy her to he her Last WIll und Testu- ment, 1n ou r presence, who at her request and in her presence und 1n the presence of each other, we bel Ievi.ng her to be of sound and di.sposing mi.nd and memory, have hereunto subscrIbed our names as witnesses. ~) ((J {<ltO_! }:. ~t(L.d: d'L-E;; a,j)~ihn'lW COMMom~EALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, BERTHA B. NICKEY, the Testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed, (" , \ _....") I " , ('i Y,;I;( .d'. C- ,,"___.., -:-~ 't'o, f , Sworn or affirmed to and acknowledged before me by Bertha B. Nickey, the Testatrix, this 22nd day of September, 1978. ~ / Ir:aw C. .'x:UIC'W0L~j I Mary E. .s......, Hotlry PubrK S"iO~fnibur'J. PA CUIll"r~n" Ccunty ,,~, CO:'!l,'Iliu:on h,lirtl fult H. 1911 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, William R. Mark and Shirley A. Marburger the witnesses whose names are signed to the foregoIng instrument, being duly qualified according to la\l1, do dcpo~c :.Iud f>ny that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the , MARKANDWIlIGLIl . . .,~t,torM)" It Law t ::.5~IPPt:n'b~rg; PI. ..'," -2- 976 .. . ":.;:;~'.; ~~~ . \',',",'.'(l~,"'ry,;~ ..:-.".,:.\..;,,;:.,~ }I"'" '. " .... ....." ....,..:t-..~ . :...~;,';~~~:J.I!.;':.:.i'....~r~~ .' .. i ~ . . ':\ .' ., " '" purposes therein expressed; LlllIt eile.h of us In the hearing and aight of the Testatrix sil\lled the wi 11 ns witlleHsea; and that to the heat of our knowledge the Teatatrix wna 'It thllt time eil\hteell (18) or more yellrs of age and of sound mind and under no constraint or undue influence. /C~((I ,:". ,<.. 7/ u..1 4t/,,'{(;t!? '/J~r Sworn or affirmed to and subscribed before me by IH 11 iam R. Ma rk and Shirley A. Marburl\er witnesses, this 22nd day of September, 1978. l}!OMj C. .)yO./UV.-C.1,/ Mory E. S....... Nabry PlJbr~ Shl~Hnsbutq. PA (umb"I,,"~ Counry M, C.rnmi"iort hpim luf., H. 1982 :", MARK AND WEIGLE Atto"?,YI at LIW Shlppt,nSbUfI. Pa. -3- 977 0' ',..,;' ....\.!,: ,., == ~ = it ~ ~ a w . ~ 1 5 ?; Ii ~ H _ j . Z ~ ~ z W . hi r-t-t ~ . ~ f- ~ n. m ~ '" ( . rl :2 o III z a: ~ Z ~ ~ :> !;; < Z a III a: III t~~ ~ '" ~ 0 ~ reJ '" a: ~ III & < < ~ - ~ ~ ~ ...... .. ..~... ....-.: .. . ~.. OATH OF PERSONAL REPRESt:NTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of William B. Nickey, Jr., Ronald E. NIckey and Robert S. Nickey Cumberland, personally came ,do Executors depose and say that as Bertha B. Nickey who, being duly sworn deceased of the last Will and Testament of o o r.[) Q OC) I - M we will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And ';moer ~ (! 17 .;;" 19~ -~~- Register /> '7 ~~~ ~. (__ I~ I '<"~~lC~ ' ~-)L tlll'~ " 1 (v ' ,. .1,' - 1 (' 0' ell' 0) '"'j r-; M~ .: -1-1' Pi <1)' 00\ .:-C, ' Jrlllillli1C o Z 0: 0: Ul, I: 0: ell: I: ~: N~ ,,; Z .s .s Ul ril u.. o ....I ....I - S ;-0 '0> ,Ul :os :~ :0> ;0 ><; [2; u' H: z; ,. ell; !1i1 ~n (il, ell; ..l<: 0 0 !Xl - '. - u: .~ s: 8' = (il1 .~ 'tl Ill' 0> r-; 'tl (1\: ... 0 *'j " ~ &'n 'tl = os os Po. 11 - .~ ~ Pl, ell, *'; DECREE Be it remembered that on the 17th day of September 80 ,A.D.,19_, there was probated and Bertha B. Nickey late of recorded the last Will and Testament of Shippensburq ,Cumberland County, Pennsylvania, william B. Nickey, Jr.. Ronald E, Ii Nickey and Robert s. N~ckey ~~t2. ~ ~~~- "" {'::; ~ 7..-GO Register' Deceased. Letters Testamentary were granted to Witn:ss 'my hand and official seal the day and year aforesaid. - lofitD 21.80 600 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of Bertha B. Nickey , deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petitioner(s) 11\'tare) the execut ors named in the Last Will and Testament of Bertha B. Nickey dated September 22, 1978 Decedent was a citizen of the United States and a resident of Shi nnenshuru ~ (Borough), Cumberland County, Commonwealth of Pennsylvania, Decedent died on \~ednesdav the 3rd day of Sentember A.D. 19-IDL-. In the County of Frankl in , State of Pa. at the age of ~ years. Decedent has (has nail been married and has (has not) had children born to him (her) since the ex. ecutlon of the above described Will. .;J; ~ 5/l()-u.-() Decedent was possessed of personal property to the value of - '- - I and of real estate to the value of 'if <;0 , oCCl, 00 as near as can be ascertained; said real estate situated as follows /2. 'Z c;,.,.;;t k~~, .sR 1 "V ( f. Therefor . your pe II ner(s) respectfully apply(les) f ment and for Letters Testamentary theron. Dated <1 / I 7 I g- (J Name and address of Petitioner(s) '::~J~~'" 76 7/.-ufi.7 J. W~lli~B. Nick~y, Jr. :s,<S>1"-' I f.' .N~ L Ronald '. Nick~ ,~ J.. /--CoJ.YvN. 7Uc.e.u1-, .~obert S. Nickey . R. D. 114. Shippensburg, Pa. 17257 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND j William B. Nickey, Jr., Ronald E. Nickey and Robert S. Nickey ss 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 their knowledge and belief. sworn . . 0(' ~ / / ./ and subscnbed before t'.(/Flc__~. -, /~) 7 / .L/'.I'-L</ -, me, Sept. 17 )980 1\<-)'0:: C-l I.. .v(,'- L _~4Lh.1-a.--,- ~".,,~-!<l( d" f'{ ) L J~ ..,\) _/-~(.J I' ~~- () Nark & \~eig1e, Jerry A. Weigle , Attorney /15 ~W{'l~ ~ ~~~71 1<4.')~ ~ Filed: September 17, 1980 ,;( hh ~~6-tJ REV.44~ EX+ t;-eO) COIolIolOt<WEAL TH OF PENNSILVANIA DEPARTIoIEt<T of REVE~UE TRAt<SFER It<HERITANCE TAX RESIDEt<T DECEDE~T STATEMENT OF FIDUCIARY (Instructions on Royorse Sid.) '* Estate of Bertha B. Nickev Lost Address 128 East King Street Shippensburg, Pa. 17257 Dote of Deolh September 3, 19Rn Soci 0\ Security No. 189-18-6195 State File No. tCITY) (STATE) (ZIPI r') J f;'" County File No. t7\ - U ,- 6vt 1. Decedent died: ( ) Intestate (without 0 will) ( X ) Testate (leaving 0 lost will--capy attached) 2. Is the filing of a Federal Estate Tax Return required lor this estate? Yes_ No X 3. ( X) Executors ) Administrator Nome Rollert. Ronald and William NickevSocio\ Security No. Address R. D. 1/4 Shippensburg, Pa. 17257 (CITY) (STATE:) (ZIP) 4. All correspondence should be moiled to ( X) Attorney ( ) Fiduciary. 5. If on ottorney is representing the estate, indicate: Nome Hark & Wei ,,1.. .Terry A IJp; 8T p Telephone No. 717 'i1?_71S" Address 115 East King Street Shippensburg, Pa. 17257 List 01\ safe deposit boxes registered in the decedent's individual name. or jointly with, or os on agent or deputy of another, or in decedent's individual nome with right of access by onotner os agent or deputy. Include the nome and address 01 the bonk or other institution where the safe deposit box is located, the nome (s) in which the box is registered and the relationship of tho joint holdors to the decedent. (CITY) (STATE) (ZIP) NAIoIE AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT IoIAINTAINED A SAFE DEPOSIT BOX NAME OR NAIoIES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Under penalties of perjury, I declare that' hove examined this return, including accompanying schedules and statements, and to the best 01 my knowledgo and be~iel it is true, correct and complete. 1,t-?2W'-;, ,..0_1/t-~~r k. rt,.::1Yj.f/ / ),2"/ 'H ' .~;( ~ 'l '7).:) fjfJ /,_ . ,/-;1., t1/c:J.f;/l"J . ., I '/ SIGNATURE OF FlllUCIARY (: DATE / rH::II-.a:ll._Ilo't\tj-eo) COMMONWEAL TH DF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of R~,...ht1 R N'i ...k~y ITEM NO. DESCRIPTION Social Security Administration- check for Augus t Commonwealth National Bank- Checking Account 1/412-705-103-6 Commonwealth National Bank- Savings Account 1/41-1214112-4 Commonwealth National Bank- Savings Account 1/41-1214112-4 Proceeds from sale of air conditioner Proceeds from sale of television set Peoples National Bank- excess pay-off from insurance company on installment loan Proceeds from sale of automobile Medicare Payment 12/16/81 Medicare Payment 3/17/81 Commonwealth of Pennsylvania - Inflationary check G. Leonard Fogelsanger- Refund of premium Charles Adler & Son, Inc.- Forfeit of down-pay- ment by buyers for failure to complete sales agreement II additionol space is necessory, use B!\" x 11" sheets. UNIT YALUE TOT AL ~. ,~i~~ H..'~!"""'t. " ".~~:cf:~#.. ESTIMA TED MARKET YALUE 336.10 3,540.04 24.08 .06 75.00 150.00 4.1.0 1,850.00 76.00 14.00 40.00 63.00 500.00 DEPARTMENT VALUATION (OFFICIAL USE ONL Y} $6,672.38 (>~t7;'~g' REV-452 EX+ (3.80) . COIoU",ONWEALTH Of PENNSYLVANIA DEPARTUNT OF REVENUE TRANSPER IHHERITANCE TAX RESIDENT DECEDEHT ESTATE Of Bertha B. Nickey SCHEDULE "e" TRANSFERS *' 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," "8," 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 01 instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONLY) NONE TOTAL THIS PAGE QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, wilhin two yems o[ dealh, make any trans[cI o[ any m~lelial pmt 01 his esl:,le withoulreceiving valuable and adequate consideration? (Answer "Yes" or "No".) 2. Did decedenl, within lwo years 01 de~lh, transfer ptOperty from himseW helsel! to hllnself/hcrsell and ;\I101llCl pmty or parties (including a spouse) in joint ownership' (Answer "Yes" or "No",) - 3. II the answer to one ollwo above is "Yes" and the 1I;,ils[r;rs ale cl:lillled 10 be nontax~ble, plOvide lhe [olloVllnll inlormation: a. Age 01 decedent at time of tlanslm, b. Copy 01 death cmtilicalo. c. Allidavit by the attending physici~n indicating the state of decedent's he~llh 31 limo oltlilnsler, d. All other information snpporlingnontaxabilily of Ii~nsfer. 4, Did decedent, in his/her lifetime, make any twns(er of properly wilholll receiving a valllilhle 01 adequate consideration therefor which was 10 lake ellect in possession or enjoymenl at or olll'r his/her death? (Answer "Yes" or "No",) a. Was there any pOSSibility lhallhe property Iranslerred mip,ht retllmlo trans[eror or his/hm estate or be suhject to his/her power 01 disposition? (Answer "Yes" or "No".) b. Wllat was the transferee's age at time of decedent's death' 5. Did decedent in his/her lifetime make any transfer without receiving n valuable and adequate consideration therefor under which transletOr expressly or impliedly reserves lor his/her Ii Ie or any pOlied which does in fact end before his/her death: a. The possession or enjoyment of or the rillhtto income ftOm lhe property translerred? (Answer "Yes" or "No".J - b. The right 10 designate the persons who shall possess or enjoy Ihe properly translerred or income therefrom? (Answer "Yes" or "No",) 6. lithe answer to five b. aixlve is "Yes," stale whether the right was reserved in decedent alone or others. 7, Did decedent in his/her lifetime make a transfer, the consideration for which was ttansferee's promise to pay income to or for the benefit or care oltlansferor? (Answer "Yes" or "N~".) 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because 01 a reserved power to alter, amend, or revoke, or which could revert 10 decedent un de; terms of transfer or by operation of law? (Answer "Yes" or "No".) 9. lithe 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".J REV-4S3 EX+ (3.80) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES *' (lnstructlolls all Reverse Side) Estate of Bertha B. Nickey BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH 1.""'__ 0 ..,_.. T_ Son R. D. 114 Shippensburg, Pa. 17257 Ronald E. Nickey Son " n "__,, Shippensburg, Pa. 17257 Robert S. Nickey Son R. D. Ill, Box 373 D ".., o. , 7?~7 William E. Nickey ". ,- R. D. 114 ShiDDen~hl1rg I p;:r 17?~7 T >.1<""0.. ughte- R. D. 114 Shippensburg, Pa. 17257 Ronda L. Nickey GranddaUl,h ter P. O. Box 23 Shinnensbur" . Pa. 17266 Renee L. Nickev Granddaughter p.O. Box 23 Shippensburg, Pa. 17266 . , I The above beneficiaties are living at this time except for the following: NAME DATE OF DEATH (Instructions on Reverse Side) Page 2 *' REV-453 EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES Estate of Estate of Bertha B. Nickey BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DA1.E OF INTEREST OF BENEFICIARY DECEDENT BIRTH Denise R. Nickev G R. D. III Mt. Wolf Pa. 17347 Bobbie J. Nickev Grand~ R. D. III Mt. Wolf, Pa. 17347 - -. - I I The above beneficiLries are living at this time except for the following: DATE OF DEATH NAME REV0454 EX+ (3-S0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE HE" JOINTL Y OWNED PROPERTY - (Instructions on Reverse Side) Estate of Bertha B. Nickey p ITEM TOTAL \ VALUE OF DEPARTMENT NO, DESCRIPTION MARKET DECEDENT'S VALUATION VALUE INTEREST (0 (fIeial Use Only) T NONE TOTAL THIS PAGE ~ r.(j rAf'. ~ ~ < < ~ ~ ~ :>- :>- :>- " 05 ...:i I I,-j~ ",::a Z 0:", ~ m'" 0 ffi~: c")" "" _0 l"nrl) '...n':O ~ ~, '-(':-:1' '" :ry',. ~ , ~,(T'1 ~- ~ .,' N ,.;:) J'- ...:i \0 < .. ., - Z ~ U - 0 ,- ~ [:: -~ ~ 0 <: ci '"J-, ~ ~ ~ I:.. I- 0 <fl 0 Z ci '" ~ en :>- !- d - ~ !- ~ Z Z !- Z ...:i ci - 0 ~ ~ z ::.:: ~ - '-'l o-l Z "" Z 0 ~ u " z - 0 en 0 0 0 -< ::i ::: <: ~ -< u 0 Po. '~saJa~u! s,~uapa:lap a4~)0 anle^ ~a>tJew a4~ a~eO!pul '\7 '~saJa~u! s,~uapaoap a4~)0 a6e~uaoJad a4~ a~eo!pul 'f: 'AlJadoJd paUMO AIlU!O! a4~ )0 anle^ ~a>tJew lelol a4~ a~eo!puI '(: 'pa4s!lqe~sa SeM d!4SJaUMO ~U!O! a4~ a~ep a4~ pue (S) JaUMO.OO a4~)0 ~uapaoap a4~ O~ d!4SUO!~elaJ pue SSaJppe 'oweu a4~ apnlOul '"S" alnpa40s JO) suo!~onJ~su! a4~ U! pa~eo!pu! se AuadoJd leuosJad lie aq!J:lsaa . "It" alnpa40s JO) suo!~onJ~su! a4~ U! pa~eo!pu! se A~JodoJd leaJ lie aq!Josaa 'L '~SJ!) a~e~sa leaJ ~S!l 'papnlOU! aq o~ aJe A~JadoJd alq!6ue~u! pue alq!6uel 4~OS 'd!4SJD^!^JnS)0 l46!J 4~!M s~ueua~ lU!O! se sa!ued JO A....ed Ja4~oue 4~!M AI~U!O! ~uapaoap a4~ Aq paUMO ',euosJad pue leaJ 'AuadoJd lie apnlou! lsnw "3,, alnpa40s "3,, 31n03HOS ~Nll31dVIIOO I:JO:l SNOllOnl:JlSNI -c.., REVa518 Fa (7.00) ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS NOTICE OF FILING OF APPRAISEMENT Mr. William B. Nickey, Jr., Mr. Ronald E. Nickey and ~~. Robert S. Nickey R. D. fJ4 Shippensburg, PA 17257 RE: Estote of County of File No. Rpr~h~ ~ M;~kpy ClImh"r]and ::>1-80-0600 Dear Messrs. Nickey: You ore hereby notified that the Ol"i gina] oppraisement in the estate of R"l"t.h" R. Ni"kAY hos been filed in the office of the Register of Wills of ClImhAl"l "nd County on NnvAmb",.. 16 , 19lU. Said appraisement reflects the following valuations: Real Estate $4o,nnn nn Personal Property h,h7? ~R Jointly Owned Mnn,:::t. Transfers ~lmll;o Total $4h,67? 3R 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 of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date S;"'d..--?"_~~ Novpmhpl" 1h, lQRl Title Chi",fO Appl"~;""'1" NOTE: This is not a bill. REV-.6U EXt (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Q Original o Supplemental o Remainder Fi I e Number 21-80-0600 Estalo Nome Bertha B. Nickev Dote 01 Death September 3~0 Social Socurity Number 1RQ-18-61CJ'j REPORT OF INHERITANCE TAX APPRAISER I, tho und...lgnod duly appointed Inheritance Tax Appralsor In ond for the County of ~ber~a~d Pennsylvania, do respectfully report that I hove appraised tho roo I ond pe..anol property os roporte in t 0 aregaing retum at the values let forth opposite each item 1n the- Jast column to the right in Sc dule-s "A", fiB", 1Ie'., and "Ell Do ted: Nnupmhp~ 1~J 1QR1 AISER INVENTORY VALUE AS APPRAISED CODE ADJUSTMENTS (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE TOTAL GRDSS ASSETS Roal Proporty (Schodulo Al Penonal Property (Schedule B) Jolnt.Hold Proporty (Schodulo E) Transfer. (Schedule C) $ 00+ '0+ 20+ 30+ les. Debt. and Deduction. (SCHEDULE F) CLEAR VALUE OF ESTATE o Life Estote o Annuity 40- RATE FACTOR PRINCIPLE VALUE FOR USE OF REGISTER ONLY Tax on $ CODE COMPUTATION OF TAX S $ $ S S 6% Tax on $ I I $ S $ T ax on $ 15% Tax on $ Tax on $ Exemptions Total Estate TOTAl. TAX INTEREST FROM BALANCE TO .... Less Crodlts DATE OF PAYMENT TAX CREDIT AMOUNT PAID DISCOUNT INTEREST S + S S s = + = INTEREST FROM BALANCE DU E BALANCE TO s S S 92+ 93- CODE ., REY-457 EX+ (7-101 ~~:~ fJ~\' ~'l':"'~~~~~':' "..,-~"~...t:,....,-:...,, COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT [!]ORIGINAL o SUPPLEMENTAL Estate af Bprtha B. Nickev File Na. 21-80-0600 Caunty Cumberland Date of Death September 3 , 1980 In the event that any luture Interost rn this oltato Is transferrod In PoSSosslon or enjoyment to collateral hairs of the decadent after tho expiration of any estata lor life or for yoars, the Commonwoalth hereby oxpreuly reserves tho right to appraise and assess transfer Inheritance taxes at tho lawful collateral rate on any such future Interost. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Totol Real Property _ 5CH. "A" . . . . " $ 2. Total Personal Property _ 5CH. "B". . . . $ 3. Total Jointly Owned Property _ 5CH. "E" $ 4. Totol Transfers - 5CH. "C". . ... . . " $ 40,000.00 /\,/\7;:>.~8 NONE NnNp. Unroportod $ Unreportod $ Unreported $ Ul1reportod 5 $ 40,000.00 $ 6.672.38 $ NONF. $ NOW. S 46,672.38 LIFE ESTATE DANNUITY TOTAL GROSS ASSETS DREMAINDER TOTAL VALUE $ I do hereby certify that the abave appraisement is made in canformit with Pennsylvania law and has been filed this day with the Register of Wills. November 1/\, lQ81 OATE ~ i>: :2 ~ -< Z >ol I:"l 0 :>- ..... ~ "0 ell @ ;l .-l M ...l r.. N -< C1l ~ - .0 U Z s - 0 ::s l:. III t.l l:. - 0 ~ I 0 ~ l:. ~ l:. !-< 0 CJl 0 Z 0 !!l ~ CJl :>- f-< 0 Z f-< ~ f-< ~ Z Z ...l 0 i 0 ;:: i>:: Z :.: ~ ~ ...l Z Z 0 ;l U " Z - ~ '" ~ 0 0 -< ::= ~ u 0 c.. :J .i *, File No. .~ /-f(J (,; tttI ltEV.455 EX. tJ.HOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Page I - -. ~- .- Estate of Bertha B. Nickey Date of Death 9-3-80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: TOTAL THIS PAGE I hereby certify that to the best of my l<nowledge and belief the foregoing is a just and true statement of debts, funeral expenses a Jxp~ns s f,)" inistration submitted to the estate as deductions for Inheritance Tax purposes. ,1:1. . l .It~.; n.:;) ,,/// ~1-~:f ~o/...;t)l::: fi;~91/ l.' SIGNATURE or ATTOI1NF'//r.IDUClI\RY I DATE Claimant Claimant's Address ITEM NO, DATE NAME OF PAYEE Re ister of Wills Cumbo Co. News- hronicle Co. News-Chronicle Co. News-Chronicle Co. Eb Granite Works Theresa Jones Fa elsan er Insurance Co. United Tele hone Co. e Com an ddi Tax Collec Commonwealth National Bank or Dwayne Butts Borough of Shippensburg Peoples National Bank Carlisle Radiology, Assoc. McClure Newspapers State Farm Insurance Harry Haddon, Jr., M.D. McCune Lumber Co. Penelec Frederick A. Reddi , Tax Collec or Reiationship to Decedent HEMARKS Letters Testamentary, Three short l:t.!LL1(1 Advertisin Letters Advertising sale of automobile Advertising sale of household con ten s Harker Loan to decedent Homeowners' Tele hone bill Gas bill Automobile insurance _ Personal Per Capita Tax Commercial Lo n 1101645772070001-8 Security Deposit Quarterly water, sewer, & Refuse Estate checks Hedica1 bill Advertising sale ,house contents Automobile Insurance Hedical bill Lumber and supplies E1ec tric bill Real Estate Taxes ---'-'-' .....-........~. " AMOUNT 44.00 1 17.00 12.00 108.00 225.00 300.00 77.00 18..15 6.72 19.67 10.75 5 50.00 115.60 3.00 15.00 115..20 20.35 106.00 100.17 14.01 267.75 nEv.455 EX. (J.HO) COMMDNWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Page 2 __u._______ _0...=_______. itJ . f \ . .", 'l.' File No. ~ / -Jt! ~!t, tr(; Estate of Bertha B. Nickey Date of Death 9-3-80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's P'.ddress ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. Hark & Wei~le Boo1LA="..t. 2".on Rnn. ~,,~ ,,~ IR "~ ot..~ n""~.o~',, <. " ,,~ ,n Penelec Electric hill In.!..'' Koranov Radioloov Assoc. Hedical bi:ll 17 nn ponoloe Electric bill ~1_ql I,,~~..~~ n """0' F 'O~"' Di F"npr~l C;prvirp I, 7nQ ,Rl I"""",,," ""' Un,," C;.nn .~ "" nt..M', " nn IM< _t.. " .- .... n Mo~i eo' h<" M, R ? lli.chael Donahoe, H.D. Hedical bill 651. 00 Register of Wills, Cumbo Co. Filing Inyentory, Appraisement, Stat. 9.00 . Hark & Weigle Attorneys' Fee 2~ 327 .34 Boroueh of Shinoensburg Quarterlv Water sewer 53.50 Shirley A. Harbur~er Notarv Fee 10.00 Register of Wills. Cumbo Co. Famil v Agreement 25.00 G. Leonard Fo~e1sanger Agency Renewal of fire insurance 98.00 Commonwealth National Bank Commercial Loan #0164577207-0001-8 47."" I.t.. N~ "ional Bank (];n teres t Hortoaoe Loan #594-00417-0 2 months 217.78 Commonwealth ~aboen~), ( 215.64 National Bank Mortgage Loan #59 - 0417-0 2 months t'ayment) Commonweal th National Bank Commercial Loan #01645772n7-0001-8 Qt; QR I.t.. "n~~"_^' Ron. \~n~ontns ;7'::':;;;':;':8 '.' T.n~n 49.13 Commonwealth National Bank Mortgage Loan #594-o8417~5t 108.89 Commonwealth Na tional Bank Commercial Loan #0164577207-0001-8 49.13 Interesf TOTAL THIS PAGE 1 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 o7admi,l'islratil.'n submitted to the estate/as ded,uctions for Inheritance Tax purpos~. / (:.;,,,"l\ )1 ~f:.-\ 'I' l>f"I...( ;jj2..~~ P-l J~u..~- k 7/()//I/ f('~", '-U. -..7~ "N..., ( .r ;- Ji. d;'5/1tL \. . S(GNATURE OF A TORNE /FIOUCIARV JOATE "'r-"'II"'I ^I 11"[; f"\r\1l V , HEV.455 E)(. t:'HiO) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT OECEOENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ,\ ~' } --=__.._ --....r~_=-~_"'--___ l' [1 I _File No.. {- '(., -II-" tl"d Page 3 Estate of Bertha B. Nickey Dale of Death9-3-80 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant Relationship to Decedent Claimant's ,L\ddress n -- ... ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. Commonwealth National Bank Hortgnge LonR 1/594-00417-0 (Payment) 108.89 Commonweal th National Bank Commercial Loan 1/0164577207-0nOl-8 !.Q 1 ~ ' Commonweal th National Bank Hortgnge Loan 1/594_00417_6n~~rest ,"' In'' ,~ I Commonwealth National Bank Commercial Loan #0164577?n7-nnnl-R J.I. ~" I I -.Ln ~;res L 1nR,RQ I Commonweal th National Bank Hortonoe Loan 1/594-00417-n Pnvment' Commonwealth National Bank Hortono" Lonn 1/'i94-00417-n (P,umn-"' "'0 on I I Commonwealth National Bank Commercial Loan 1/0164577207-0001-8 144.23 ! -(J monLn~- -lnLe<e!ITI i i ! Commonwealth National Bank Pay-Off Mortgage & Commerica1 Loans 11,885.50 , , Borough of Shippensburg .")~4-~U4l/-u.and "Olb4~/72~7-0001-tl 124.64 Water-Cut-off and final bi1 Pene1ec Final electric bill 54.90 i County, Tax Claim Real Estate Taxes 625.91 i Cumberland I Cumberland ,I>\lrfag 1% Realty Transfer 400.00 I County Recor er.of Tax Borough of Shippensburg 1980-81 241. 20 I City and County Taxes I Borough of Shippensburg 1981-82 Unpaid School taxes 176.09 I , I Barb Gas trock Real Estate Ag. Real Estate Commission 2 400.00 Nark & Weil!le Reimbursement for additional court c'!~f?, duplicating and telephone 25.00 , Pene1ec Final Electric bill 9.34 1 William Nickey Executors Commission 775.78 I Ronald Nickey Executor's Commission 775.78 Robert Nickev Executor's Commission 775.78 TOTAL THIS PAGE I $26,797.65 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 es!a)e2} deductions~herilance Tax purp,?se''''Pf!f" , ,_ . , " .,ha:.:",.,., 13. ;:rJ .~, a~.r J/ - .... I " - / /. ,/ - (. 'l /{Ju tf s, - . Ylir 1/1. , " ~{c;Jlf/ , .. / /L ('- / .:" '~ . '5ICrfAl1.JRE-OF ^TTOr~Nt:VJ - nUC1ARV "" AT. OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ~ ~ 1 C; 1. ':;:5- AT r;; PERCENT. u.:J J/-~3-.Y/ . 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 ai"e 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. GENERAL INHERITANCE TAX INFORMATiON All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule, A family exemption of $2,000 may be claimed by a spouse of a decedent who died dDmiciled in Pennsylvania, If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. C ." U n > t'1 > ~ z ;;- 0 0 u ~ 0 Cl n c 0 z :: z ~ t'1 t'1 '" Z " ~ 9 - 9 z Z t'1 ..., t'1 Z 9 ..., -< t'1 - 9 '" '" Z 0 '" 0 ..., ." " 9 ." ~ ~ 0 - 'rl . ~l 0 'rl - .. " z n - ~ > 'c :~~' l'" , C -_." 0>- '" c;. N --~ 1"- . t'1 WO;' .~:;~ 0 0'- w """. , ",v' "" '05 Z 0<5 "'~ ~ u..., :::5 -< -< l:!'" - :jr-, 50 t'1 tT1 ~ u \ > > " " \ \ 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amDunt 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. INSTRUCTIONS FOR COMPLETING SCHEDULE "F" Inventory of the real and personal estate of Bertha B. Nickey deceased PERSONAL PROPERTY Social Security Administration- check for August 336 10 Commonwealth National Bank- Checking Account 1/412-705-103-6 3,540 04 Commonwealth National Bank- Savings Account 1/41-1214112-4 24 08 Commonwealth National Bank- Savings Account /141-1213112-4 interest to date of dea th 06 Proceeds from sale of air conditioner 75 00 Proceeds from sale of television set 150 00 Peoples National Bank- excess pay-off from insurance Company on installment loan 4 10 Proceeds from sale of automobile 1,850 00 Medicare Payment 12/16/81 Medicare Payment 3/17/81 76 00 14 00 Commonwealth of Pennsylvania- Inflationary check 40 00 G. Leonard Fogelsanger Agency- Refund of premium 63 00 Charles Adler & Son, Inc.- Forfeit of down-payment by buyers for failure to complete sales agreement 375 00 REAL ESTATE ALL that certain lot of ground with improvements erected thereon situate on East King Street, in the Borough of Shippensburg, Cumberland County, Pennsylvania, known as 128 E. King Street. Sold at private sa1.e to Hi11iam E. Kronsberg and Karin B. Kronsberg, his wife, 114 Sycamore Drive, Summerville, South Carolina. 40,000 00 TOTAL 46,547'. 38 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND \. ) ss: _ Rob~xD..-Nj,_c~ey._R(muld )l.._Itl,cl<e)'.und, "'ill.ianLJl~liicl.<.ID' being duly _swa.J:D---- _._______ according to lew, deposos end seys thet the y or" ."" --Exec.utOJ:s---------------.--.- ____ of the Estete of Bertha B. Nickev Borough of Shippensburg C bid C P d d d leto of _'.' '.. _._ ' , ' ------,-, um er en ounty, e., eceeso en thet the "th" . t d b them th 'd Executors WI In IS an Inyon ory mil C Y ~________._____ .- ----- -I e sal of tho entire estete 01 said decodent, consisting of all the personel proparty end reel estete, except reel osteto outside the Commonwealth of Pennsylvania, end that the figures opposito each item of the Inventory repro sent it's feir velue as of tho dete of decedent's death. ,. ()~'~ .r 1 ~., ,w;./~/\ -- ~~, V ..R:;;/~lj{I1/"/ and subscribed belore me, ,_~~ /' A-..~, '" y.:-Cd~ . (3 , %<...1 t-'-. rl ? p, J d A (I J tJ 0 ' Executor. Administrator ~/U...; ,"",~;l..t. 17<1-<'11 Q<J~P;IMiJV 191J/ Robert S. Nickey III /) j . Ronald E. Nickey s07ru.~ f / /Jr~!-J -wnnam ll. ~~Cl<ey Shirley 1,.I""U'9'" t:olory Pcb\;, R. D. 1/4 Shippend~Ul1J. PA Cumbcrlcnd County Mr eomrniuion f.<pinl g"omba' 27. 1981 Shippensburg, Pa. t'H!"5'1 Dete of Death 3rd Day September Month 1980 Yee, INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal ropresontetive. 2. A supplement inventory must be filed within thirty days of discovery of edditionel essets. 3. Additional sheob may bo attached as to personalty or realty 4. Soe Article IV, Fiduciaries Act of 1949. n a5 n;- :;0'" c"" ~ -'" ""~ ~::r. ,~o ...' I C/) :."c. ~ ".,,:n ;71_0' \0 r--'-"- ~ ", . T; '7 1.0- N ~., :.'- ~.~ '-0 '~ ," , -" a "' .- ~ >- -<i " >- w ~ ~ "" ~ '" w " Q.. >- 0 " 0 III " 0 w w C '" >- "" .. " t- :t Q.. D. c ... ...J U. '" ~ Z <( 0 D. 0 U. ...J ~ W 0 <( w ;:. > Z "" - Z 0 c C ~ .; III Z 0 "" U Z w <( .... "- -0 c .. - " 0 " .J> -0 ... " E - ..! 0 '" ~ 0 ...J U u:: CD COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT "*' TO: i/. '. ( /i- / / I _i. , . / i'/ ,,' it::: 1",'/ ; I.. /" / :; <~~',( t.,:, . Ie 1(. ~: /.'1 , /:/ ./ I ..., /. '//,//,w__ ,(.,': /. ,/ ESTATE //': , f..... < J.'/:?' /1'/1 f . . <' . - .~-- ,,/ .'''' .i: .;' ..l / /.A"r...../ ~) '-? //~~../:.!."';V- .. 1"/ r/' ,: I ( .. ;. ~, '~'.1 .,IJ-/.,/)I/ COUNTY FILE NO: n ulJ/ , >-lJ'- ..,....' " / -"", ,. DATE f.- '--'..,,'~ ,/ / ,&.:... ,.'C FILE NO. . >,/;( / >_'i~-7 COUNTY Ii. , '/.. .f: . " : ,/ / JH ._r ( ;of .;1,"'..".- , . " . .1. (./ f(.) DATE OF DEATH ../,.1 ,-;:- <7 u' _ .~ /' / Appraised Valuo of Estate: Real Estato Personal Property $ ~//? ~t:l'/J .1.-() / + ,':' '7;; ;';V / Jointly Held Praperty/Transfers + 6.// /, 7/ ;~.'i.' ... - .,'; ;; "if/ i" '-, . J , 6 J'/ './,)./' '7 " --.. , Total Gross Estate Total Approved Deductions Clear Valuo of Estote Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ i'l ;; ';JL/ r/:..J , Amount Taxable @ 6% Rate 6 1'1 .....;./ '/-::.; I tax due 6 / /oJ? -'/f Amount Taxoble @ '5% Rate tax due '* '* '* * '* '* TOTAL PENNSYLVANIA INHERITANCE TAX DUE 6 / / 1"2. ;i,Y / . <'., . -/ '," /," '-f~, . -,. //(oL....l..j-;..t...L .:>/'L...r"')] /-.;../.../ /.1. I";/'/~/fl /!f /l) A five' percent discount totaling r(111'f ":-'1) ----~--:-:-.::.:-.:-~:_:::--- Inheritance Tax is paid by / ;1{1 I 0. :;; 8' . / will be granted if the Less Credits: DATE OF PAYMENT '1-) '/- l(i AMOUNT PAID DISCOUNT INTEREST TAX CREDIT S /'/11 q .,"'0 + S S = 6 /:..-":) ~j\ '-'I. "."0 . . / / + = + = Interest accrues at the rate of six (61 percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE 6 'I-Y --- ,I . ._.... '-r- ..- ' ~,' _ ..{._~....L_-t.~ . I' _.--" ,~'t-('\f '",,-, ,- _ __:, '-:. "_ .~- Assessed by: .-,' _,.' .~'. '" - --')/ Seelnlormation on Reverse Sida AIl.ntlor~h.~mmo.. .!lh /1;7'~fi. ..,_1':::1._)' / I . ' .~ IIlLil~ il.!l L'< "', ' ,- " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT *' ;"') ,0 / _. I') ,) I J.t, , I '"\. '."JJ~,' / 17 Xl ESTATE bk-Jl'rl .,r; \'CL'6 ~,. 60-bt>c " II l COUNTY :_'.J.rJ)W/'~! ,Il. , , DATE OF DEATH ~" l'/____.3 1'-;( (J \ - ,\ DATE , ,- I \ \: V 1\.I(lV {k, (....... "A , 1-1- '~ ~~.wU):1 1,-' , , lk " FILE NO, I \-1 , ./. ," I I ,"J"'.~) Appraised Value of Estate: Real Estate s + Personal Property Jointly Held PropertylTransfers + s Total Gross Estate Total Approved Deductions s Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax s Amount Taxable @ 6% Ra,o s tax due s Amount Taxeble @ 15% Rato tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE s ~.ss ... * '* '* . * A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT /2-1- (;( s 0,. SX I ' S v., c(' s = + s + = + = Interest accrues at the rate of six (61 percent per annum on the unpaid balance of InhElritance Tax from to date of payment. Interest due if paid by is -, ~ /1 . II (, (,)v -::J" ( s 6ALANCE OF PENNSYLVANIA INHERITANCE TAX DUE Assessed by: See Inlorm;)hon on Reverse Side -;i. (y~~.Mit ~~"';'t..:;;:,'.;~'(:'.~; , ;$,::::"""';>' ,.:.,,--. . and the receipt of theIr distributive shares "s therein shol<n, do mul:lI"lly bind themselves to the s"id Distribution and Accounting "s set forth "nd further mutually release each other and ill partieular WilU"m n. Njc1wy, .Jr. 'lonal d E. Nickey and Robert S. Nickey, the Executors, frot:l "ll claims and UCi'l:llHJS whntsoevcr arising out o( the settlement of the Estate of Florence K. :'~cbok. IN i-i[Tl~ESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above ",'itten. Witness: dtJ", I? lJW./Il1(oW . I i7 ./1/( :/~.,' / ,~ 7/;:;;;,.;/ ,'~(SEAL) William B. Ni'ckey, J.r'/ ., / ! < / " . i (/ // '/ \. i".. . / I. :- (SEAL) ;,</' n . t:/) 'UJ ~.. p'h:, r:; If' Yh41L/fd .rdL!.r J .j}'l~(/.II )'" I ,j.jJ. J () 7Jv.d.U.'dd ~ / ~~ '/'1 /-' I luJ"y 1/, 1 c;/:fut,)' t; ;/);;tl.j,n' J'^-' :2!!.:!ll7 ;;' /h<,lu(j"{.~ ;; j'l'll.-{b,oJU I Ronald. E, Ni)~1 /. ' f -7-1 j '/ 'F:~~~':t~ ."'N~C~~~ >( (SEAL) /7~.1,. ,.' rit.:-I' ) -1L..:l.J~1 r'.-;' 1'-1 ; I ~:!-'~':h (SEAL WilHam E. Nickey ./ 1./ . . (-J '-J)./~I /Jt!ilLtI.r fiLl, ) '-1lfiY:~J..(" (SEAL) Katharine lJ~ Hickey/ (1 ,/ ! I {-.- / / . , , , ,I, / (SEAL) r. I , , . I 4.''':!: .- -.' . Ronald' E. Nickey, Father of Ronda L.' Nickey , / ! f" ~ / IJ .' \Ie ( ... - ,/ k> I (SEAL) Ronald' E. Nickey, Fatner of Ren~eIL. :!~kef~.1 ;'.; ;). 'f, < ' ,c.. td:.. (SEAL) R: beft S. Nickey" Father of D?i~e c~:' N;Ckri,'/ f./ ,", ,.(;.1 / j, fUr It".,. (SEAL) Ro'bert "S. Nickey, Fa~her of IBobbie .J. Nickey II' 'j I " , / _/ y. ' )'1;/-'IU~.A1U ex/v: -7 ,;~ Ml._C<..... . tI ';;(i)tit/'"tr.(o.I j ::;0-:-... . "~:-.~':_",!,~K AND Ww:IQLK ""'~'.' r."." ,",' . ~;:'^ .,'- AUOrnlrllt Law :~rg~;;~':,'.hIPpen~tllirw, ita. ~,:~i~J ",". ',' ~i!:;l':"{'T'; " Boa;~108 pm ;905" '., ....... ., ,:.,' 1~':";." "~~'.<,~~,"K AND~I.GI..E ~t;:,;:.'AttomiW'l.t Law I~ ':;: :';.... -. ,'" ' ... '':.. ' :" ...lpPln.bu...".... ~t~~i";~:\~' n! IN RE: ESTAm OF BERTHA Il. NICKEY, late the Borough of Sh I ppt'ns- burg, Cumberland County, Pennsylvania, deceased IN THE COURT OF CONt,ION PLEAS 01' CUflllERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVIS ION Ila te of Ilea th September 3, 1981 Dates of Advertisement of Letters News-Chronicle Company Cumberland Law Journal September 25, October 2, 9, 1981 September 26, October 3, 10, 1981 FIRST AND I'INAL ACCOUNT of \Villiam B. Nickey, Jr. and Ronald E. Nickey :md Rohcrt S. Nickey, Executors I'RINClI'AL ACCOUNT DR. The Accountants charge themselves as follows: Social Security Administration- Check for Augus t 336 .10 Commonl.ealth National Bank- Checking Account 1/412-705- 103-6 3,540.04 Commonl.ealth tlational Ilank- Savings Account 1/41-1214112-4 24.08 Commonwealth National Dank- Savings Account 1/41-1214112-4 Interest .06 Proceeds from sale of air conditioner 75.00 Proceeds from sale of television set 150.00 Peoples National Bank- Excess of installment ,loan pay-off insurance proceeds 4.10 Proceeds from sale of automobile 1,850.00 fledicare Payment- 12/16/80 76.00 Medicare Payment- 3/17/81 14.00 Commonwealth of Pennsylvania- Inflationary check 40.00 G. Leonard I'ogelsanger Agency- Refund of premium 63.00 Charles Adler & Son, Inc. - Forfeit of down-payment by buyers 375.00 fledicare Payment - 11/2/81 44.00 Income transferred to Principal 611.98 ~oo~ , iDS rm 90'7, ,".j "-.. ~t.:.",..- ;~~ .;' ~~:::'~~~'K AN'~'~'IG&.. '(>,,-;'/A~tO"')'S.t. LaW', ~'~':..";::: .""pensbul'I, PI. ~f~(:::~,;!;/x ,. Real E~tate All that certa!.n lot of ground "tth improvements erected thereon sltuatc on EnHt KIng Street, in the Borough of Shlppen~burg, kno"n as 128 E. King Street. Sold at private ~ale to IH1Uam E. Kronsberg and Kartn II. Krons- berg, his "ife, ll4 Sycamore Drive, SummervIlle, South Carollna 40,000.00 TOTAL DElllTS $47,203.36 CR. The Accountants credit~ themselves as follows: Register of \Hll~, Cumberland COllnty- Letters Testamentary and tllrcc sllort certificates 44.00 Cumberland L"'J Journal- Advertising Letter~ 18.00 News-Chronicle Company- Advertis !.ng Letters Testamentary 17.00 NeIJs-Chronicle Company- Advertising sale of automobile 12.00 225.00 Eby Granite Horks- Harker 300.00 Theresa Jones- Personal loan to decedent Fogelsanger Insurance Agen<'.y- Homeowner's policy 77.00 18.15 United Telephone Company- Telephone bill 6.72 Penn Gas Company, Inc.- Gas bill State Farm Insurnnce Company- Automobile insurance 19.67 Frederick A. Reddig, Tax Collector- Personal Per Capita Tax 10.75 ConunoOlJealth National Bank- Commercial Loan 110164577207 0001-8- Interest 47.55 50.00 DIJayne Butts- Security Deposit 115.60 Borough of Shippensburg- Quarterly IJater, sewer & refuse Peoples Na tional Bank- Es tate checks 15.00 Carlisle Radiology Associates, P.C.- Hedical bill 115.20 HcClure Newspapers- Advertising sale of household contents 20.35 State Farm Insurance - Automobile insurance 106.00 Harry Haddon, Jr. M. D.- Medical bill .. News-Chronicle Co- Advertising sale of household contents 108.00. . eoc~ 108. PLC~ 908 3.00 .."-' \.': :38~ ~l]lJ~ ~ff?~?~ri?'~.":::,'~).'~X~ . ',\"1. ,..',' ~;:: ""'~ . ., ., ~lcCune Lumber Company- Supp lies 100.17 Penelec- Elec trl.c bill 14.01 Frederick A. Redd Ig, Tax Co II ec tor- Rea 1 Es tate Taxes 267.75 ~Inrk & IVel.gle- Book Aceount 25.00 Korvettcs- Book Account 267.62 Borough of Shippensburg- Qllarterl.y "n ter, se"er & refllse 63.10 Penelec- IUectrlc bHl lO.l,5 Korangy Radiology, Assoc. - Hedl.ca1. bill 17 .00 Penelec- Electric bill 23.91 ~Iervin O. Fogelsanger- Fllneral Service 1,709.81 The Peoples Nntional Bank- Stop payment on check 5.00 Nlchael Cashdollar, H. D. - Uedicnl bill 64.82 Hlchael Donahoe, H. D.- Hedical bill 651.00 Register of IHlls, Cumberland County- Filing Inventory, Appraisement, Statement of Debts and Deductions 15.00 Hark & \~eigle- Attorneys' Fee 2,327.34 Borough of Shippensburg- Quarterly IJ'Her, S"'Jer & refuse 53.50 Shirley A. Uarburger- Notary Fee 10.00 Register of Wills, Cumberland County- Filing Family Agreement 25.00 G. Leonard Fogelsonger Agency- ReneIJa1 of fire insurance 98.00 CommonIJealth National Bank- Pay-Off Hortgage and Commercial Loan 11,885.50 Borough of Shippensburg- Hater cut-off and final bill 124.64 Penelec- Electric bill and final cut-off bill 54.90 Franklin County Tax Claim Bureau- Property Taxes 625.91 Cumberland County Recorder of Deeds- 1% Realty Transfer tax 400.00 Borough of Shippensburg- City nnd County ta:<cs 1980-81 241. 20 Borough of Shippensbug- 1.981-82 unpaid school taxes 176.09 Borbara Gastrock Realty- Real Estate Commission 2,400.00 Nark & Heigle- Reimbursement for pos tagI.', telephone calls, add l.tional court costs 25.00 Commonwealth National Bank- Commercial Loan #0164577207- 00018 Interest 10-14-80 ';~:,'MARK AND WEIGl-it' , ~.." . :('y-/ 'AUo,~rl.t Law U>".ShIPplnlb'~rt'. PI. .~. ,',', ' '... ,- " '.. " ,., ~G~i: 108 pm 909 ;;'J:';,~/':h";<~~' .,' ,,"; " ,- !~tt'.~. , (>:),~.._, ,~,.. . ;:.':';, M~RK. A'ND WlIGLlt ._ ~ltorMri.t,L.lw. ;.'::';,;:,::Shl,...nlburi' h. !. ' .....:.... ' ". f-"; '," ,'~) _ " '. ~. ,I ;0:.; ~~~b..!)jl~,J;.~;.,t.i>:;:. Commonwealth National Ilank- Hortgage Loan 11594-00417-0 for t\W montbs 10-1.4-80 217.78 CommoOlJealth National Ilank- ~Iortgage I.oan 11594-00417-0 for two months 12-9-80 215.64 CommonIJealth National Bank- Commercial Loan #0164577207-000 for t"o months interest 12-9-80 96.68 CommonIJoa1 th National Bank- Commercial Loan #0164577207-0001-8 Interest 1.-9-81 49.13 CommoOlJealth National Bank- Nortgage Loan 11594-00417-0 1-29-81 108.89 CommOOlJea 1 th National Bank- Commercial Loan #Ol64577207-0001-8 Interest 2-4-81 49.13 Commonwealth National Bank- Nortgage Loan #594-00417-0 3-5-8l 108.89 CommonIJealth National Bank- Commercial Loan #0164577207-0001-8 Interest 3-5-81 49.13 CommonIJealth National Bank- Hortgage Loan #594-00417-0 3-25-81 106.75 CommoOlJeal th National Bank- Commercial Loan #0164577207-0001-8 Interest 4-9-81 44.38 Commonweal th National Bank- Hortgage Loan 1.1594-00417-0 6-22-81 108.89 CommonIJeal th National Bank- Nortgage Loan #594-00417-0 6-22-81 108.89 CommonIJeal th Na tlona1 Bank- Commercial Loan 11164577207-0001-8 Interest for three months 144 .23 Penelec- Final E1ectrl.c bill Regi.ster of \.HIIH, Cumberlnnd COllnty- Pennsylvania I'nheT i tHnce Tax 1,209.00 Reg is ter of '.ii.Us, Cumberland COllnty- Balance of Pennsylvanin Inheritance Tnx \~illiam II. Nickey- Executor's Commission 775.78 Ronnld E. Nickey- Executor's Commission 775.78 Robert S. Nickey- Executor's Commission 775.78 TOTAL CRZlJITS $28,018.93 BOlJi\ 108 I'm 910 9.34 6.58 '. MAN" AND WlICI~. . IlIlor..,II' ~.w Ihl,,'"I..", ,... TOTAl. Illilll TS , TOTAl. CHEll ITS. HJII.ANCE (l1l11 1l1:i'l'HllllJTION I I IIECAl'I.'J1JI.ATlON .$47,203.36 , 28,018.93 .$19,183.43 ~cs:: 108 PACE 911 ,. .. '1~'!.-t'~11~'~~""~:t! \","",;'~:"""'-'-"-'^~''''''~-'l~'"\"'-A' C...-, ~{:;~~f~ffr,~~_:"j;\r~f:i~,:':::,' :.:'~'~;:'~" ,... ,;'C :'~:;':!.' ,. ." ~; .~:~'~':','::'rT.': ';,i '... Herrill Lynch Ready Asset Trust Account #69711799-2 Estate Account opened 10-1-81 Interest to 12-11-81 643.98 ';,'\:;:~ '4~ };:1t~ J??:; ,':;;~.~ :~ ESTATE OF BERTHA B. NICKEY INCONE ACCOUNT DR. The Accountan ts charge themselves as follows: TOTAL DEBITS $643.98 3f?~ <-~~;J .:.:;t.~:j '~}:A} ?':J~ ~".i; :~.:}~ ;".-i:, ,., :.i. --:1~: ,j CR. The Accountants credit themselves as follo"s: 32.00 Hark & Weigle- Attorneys' Fee Income transferred to Principal 611. 98 TOTAL CREDITS $643.98 RECAPITULATION TOTAL DEBITS $6l,3.98 TOTAL CREDITS 643.98 BALANCE FOR DISTRIBUTION . . $000.00 '.~. ; ~!; 108 PAcE.,912 , t \.. ~:"'_ ' '. "~: ~, .~. fi(itl:i)J;<; :~.};~.;t,;,~,,:'eCOli . ~t'..tJ1'\':"0l, "i~'" ,.".,.~~."l. ",', ,"'_".~ ~~J~~~4~'Y~~t,t:'::';~;::&:.;..:>: ,.', :.'\ ._,;'. _. -..;.... ~1~)~.Q1~:~.~~;~':~~'~~I '.:'~,,~.;)..l~r~:" ',-,'.;':l.:::<'.~'~':' .l: ,~~.:~.':: 'MA"K AND W'RIG&.. , AIt'rnt~1 I' LI. Ihl,,,.,..,," PI. " '.... IN 1m: ESTATI> 01' nlillTIIA n. NICK"Y 1'1l01'OSE/J SCIIEIJULE OF DISTRIBUTION .. .. allllclll!d hereto :lIlU mudc .:1 pnrt hereof. TO: IHLLIMI E. NICKEY, Grandson of decedent IN CASH 1'0: KATHARINE J. NICKEY, Granddaughter of decedent IN CASH TO: THE PEOPLES NATIONAL BANK OF SHIPP ENS BURG, Guardian of property for Ronda L. Nickey, minor IN CASH TO: THE PEOPLES NATIONAL BANK OF SHIPPENSBURG, Guardian of property for Renee L. Nickey, minor IN CASH TO: THE PEOPLES NATIONAL BANK OF SHIPPENSBURG, Guardian of property for Denise R. Nickey, minor IN CASH \'t II II' Accountnnts proposed thnt diHtrlbution be made pursuant to tl1l' 1.IIIIt IHII nnd TUHtlllllent of Bertha B. Nickey, late of the Borough of Sblppunuhlll'g, ClIlIlbul'lnnd COllllty, Pennsylvania, a copy of said Inll being BALANCE l'OIl DISTRIBUTION. . . . . . . . . . . . . . . $19,l84.43 SPI>C 1 Fie IlEQUESTS: I'AIlAGIlAPII SECOND PAIlAGRAI'II SECOND PARAGRAPII SECOND PARAGRAPH SECOND PARAGRAPH SECOND PARAGRAPH SECOND IlESIDUARY ESTATE: PAlv\GIv\PII THIRD TO: THE PEOPLES NATIONAL BANK OF SHIPPENSBURG, Guardian of property for Bobbie J. Nickey, minor IN CASH TO: IHLLIAN B. NICKEY, JR., Son of decedent One-third (1/3) share IN CASH BD~:\ i08 rm 913 3,000.00 3,000.00 3,000.00 3,000.00 , I I I 3,000.00 3,000.00 ::, ;!; ..q'<~ ."1";" .:"-;~~ ::;:~ 394.81 .' PARAGRAPH THIRD PARAGRAPH THIRD THIS EXHAUSTS THE FUND " <,\ " ~..' c ,:'MAIIKANDWl:IGL. ';:.";':, j,;',..,.,,','..' ,~l(":.~~."~,~r~lt Llw ." ..... "{.. ..... ;f:?~~lp~..~~:~.,~. ~';~~'" ~~~~.U~:rf:,;ld;i~~'~..~' :.:~;,~. ~k~i.;.,(;:. ~.' ~'~~r~(-'I:~' ":r/t, f~~;~F:~/~,:'::~~.::;;: :.X~?:';{:~? ~l'''',~.j;..1~'',.(.:.' \ '.'I("~."""~ ',' 1~~,'I'.t~'C t~'~~t~y~\~'9.1\} :,.;,'-;, TO: RONALD E. NICKEY, Son of deceden t One-third (1/3) shnre IN CASH 394.81 TO: ROBERT S. NICKEY, Son of decedent One-third (1/3) share IN CASH 394.81 $l9,184.43 I .BOO:\ 108 I'AcE 914 ,. no, '...,. I.... .~ . . - ~- ~ I. I I This instrument was by the Testatrix, B~;RTIIA B. NICKEY, on the date hereof, signed, published and declared by her to be her Last Will and Testa- ment, in out' presence, who at her request and In her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ..,~....~1;i;,\';" . '-..'- '7 O-L t€;/.l.V\ j.:/~1t1.uI. 4~J,y IJ. 'I7l17dnJUO . ,j. I COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND instrument, having been duly qualified according to law, do hereby acknowledge T, BERTHA B. NICKEY, the Testatrix IJhose name is signed to the foregoing that I signed and executed the instrument as my Last Will; that I signed it willingly; and that T signed it as my free and voluntary act for the purposes therein expressed. .' i---. I > I .' Y/lI if < - --.., ~V'l, , . ,,.~'.' , ... ',--, ',-,',. I Sworn or affirmed to and acknowledged before me by Bertha B. NIckey, the Testatrix, this 22nd day of ", '.'-'" !'''f . ~ j{XIJJ..j. C. X-NUl! (l)A. / P. MIIY E. .se...... Nol.ry Public \1 S"iD~.nsbuM, Pi Cu",lor~"" (('VI'lty ~ ..~, (o"':l'lil1;OIl h,litn hAt 17. 1911 ~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, William R. Hark and Shirley A. Marburger MARKANDWl:IGL" AttaiMY'lt Law Shlppen'burtI, 'I. II Ili,l 1 H the witnesses whose names are signed to the foregoing instrument, being du Y I i I ! qualified ll"cordlng to law, do depose alld SllY that we were present and saw Testatrix sign and execllte the instrument as her La~t Will; that she signed willingly and that she executed it as her free and voluntary act for the -2-. 1\ II 'I I . ' '. purposes therein expressed; that each of us in the hearing and sight of the '. Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. , 'i<.(/( A.". A -7/(,(<.-( ; ..' .t:! " "'" I~') '1.... I f. L~~ I /llJkl.;..LiliU.-, t/ Sworn or affirmed to and subscribed before me by William R. Mark and Shirley A. Harburger witnesses, this 22nd day of .. September, 1978. -: ~ . , :... J / ~7!01 C. y..J2()..fJJ_ql.~.'. !,-r E. 50...... Nollry "'bf'oc Shi~"sbuf1l. PI Cumb.rt,nd (tlCInry . M, Ctmllliuion hllirn Jut, 21. nil .... ~.~' I I I 'I I 1\ II ~ " I MARK ANDWlElGLK I AttOmlW'1 at Law ShlPpen.bUII, 'I. -3- . ' I I 1 I. \ \ I n cD ,- :-~r' , ",'" c: _. '" . ,.., ~; "'n <- S::o =---=~ ,",:X, "'. :? .,::1 , .Ill o- J :J ~ .:' ,. - :j '. ~ ., , [:J;:i "'~ ~ ~~ U l'o ~ 11<'" H III Z~z Z ~ N Go O~~ !: ~ ~11<~ '" E-< Cl ~ ~ I ~ z _ w <i 8~~ ~ ffi w . z $: .. ~ Z I<<ZA ~ '" ( . w 0 O::>E-< '" 0:: o III Z a. I If E-<og; '" :;j Z ~ !i: IS I o::UO I<< <l; z a II: I 6~u 0 >< II: :l - ... ~ 0 III g ~ U <- '" H 0: ~ III wffi~ :;: ?;i <l; <l; !!! ~ t i=l",~ E-< I<< ~ ~ ~ I '" zS~ '" r HUO lJl . .. ~ . ,;. . ..... .~ ; Ii I: ..-..... -- "" !~:K"69714 If " . If !I = lj I ~ ~l RECEIVED JJ FROM .----. ,..'" ~- ~ ~ . .,.... _a --- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX TAX AT 6% TAX AT 15% Robert S. Nickey Jerry A. Weigle, Es TAXAT_% ADDRESS 115 E. Kin ESTATE TAX Street Shippensbur 1209.00 Pa. 17257 TOTAL TAX CREDIT '--~f~~T~r~~~~ATi(jfCS~~t~~~--3--i-;8~----- FILE NUMBER 21-01-600 LESS DISCOUNT DATE OF PAYMENT September 29 19B1 Bertha B. Nicke PLUS (FROM %INTEREST TO_I COUNTY Cumberland m m TOTAL AMOUNT PAID 1209.00 NAME OF DECEDENT POSTMARK DATE REMARKS ~ PAID ON ACCOUNT .. -j' . ,;' ~-III L-._,/./ ... siGNATURE .- ~ " / . SEAL RECEIVED BY i ,.,' / I . . I , riZ: ;-;!S 1 ~ r:: '.;' \'.-!U.s - - ---.-. - - - - - - - - -- - - - ---- - -- - - -- ..-- - -- - - - --- -- ~,. - - -- .~ ....,. --a J: ~ T_ ..-....... -- . , REV.1162 EX ,~NoK 69846 If '" . " II = Ii ~ . Roneld E. Nickey ~l RECEIVED JJ FROM It fl ADDRESS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX TAX AT 6% TAXAT1S% TAXAT_% ESTATETAX TOTAL TAX CREDIT 16.58 '--ESTATE INFORMATION: DArE OF DEATH FILE NUMBER LESS DISCOUNT PLUS ~,INTEREST IFROM TO_I DATEOFPAVMENT NAME OF DECEDENT m m fa:. co COUNTY TOTAL AMOUNT PAID POSTMARK DATE REMARKS ~ .' ~ (... .,.{{, i .'~..' SIGNATURE ..'- .I / "PAID IN FULL" '/ .... -' / { /' , / '/ I. c! SEAL RECEIVED BV ni:GISiER OF \','ilnLS ---------~ --. - -.- -- -- - - -- - -- -- ---- -'